Drexel Burnham Lambert
Industry: Investment banking
DescriptionDrexel Burnham Lambert was an American investment bank that was forced into bankruptcy in February 1990 due to its involvement in illegal activities in the junk bond market, driven by Drexel employee Michael Milken. At its height, it was a Bulge Bracket bank, as the fifth-largest investment bank in the United States. Founder: I W "Tubby" Burnham Founded: 1935, New York City, New York, United States Ceased operations: 1994 Headquarters: New York City, New York, United States Key person: Michael Milken Subsidiaries: Drexel, Burnham, Lambert, Puerto Rico,
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Drexel Burnham Lambert Employees
Breakaway Capital Partners Fund, LP April 2014 - Present
Nashville Predators Hockey Club 2007 - Present
Breakaway Capital March 2006 - Present
Monroe Capital Partners Fund March 2011 - November 2014
Moelis & Company April 2007 - April 2008
UBS Investment Bank January 2000 - March 2006
Donaldson, Lufkin & Jenrette March 1990 - January 2000
Drexel Burnham Lambert August 1986 - February 1990
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
UCLA 1978 — 1982
Bachelor of Arts (BA), magna cum laude, Economics
Susquehanna International Group June 2010 - Present
Bank of America August 2007 - July 2010
Citigroup Investment Research 2004 - 2007
SCHWAB SOUNDVIEW CAPITAL MARKETS March 2001 - October 2004
BARCLAYS CAPITAL March 1998 - March 2001
DONALDSON, LUFKIN & JENRETTE May 1990 - February 1998
Drexel Burnham Lambert 1983 - 1990
Skills
Research, Equity Research, Equities, Management, Capital Markets, Series 7, Bloomberg, Hedge Funds, Supervisory Analyst, Financial Editor, Research Production, Financial Analysis, Series 24, Fixed Income, Investments, Securities, Financial Modeling, Compliance
Education
Ohio Wesleyan University 1977 — 1981
Bachelor of Liberal Arts, Sigma Gamma Epsilon (Earth Science Honor Society)
Conard High School 1973 — 1977
Q Research Solutions March 2014 - Present
Susan M. Schneider & Associates, CPAs August 2010 - June 2011
Q Research Solutions March 2004 - November 2007
Salomon Brothers/Salomon Smith Barney/Citigroup November 1997 - December 2001
Salomon Brothers November 1990 - October 1997
Goldman Sachs June 1990 - October 1990
Drexel Burnham Lambert June 1987 - May 1990
Skills
Project Management, Process Improvement, Marketing, Relationship Management, Procurement, Contract Negotiation, Data Analysis, Problem Solving, Customer Oriented, Communication Skills, Vendor Management, Cross-functional Team..., Corporate Travel, Training
Education
St. John's University 1992 — 1996
Master of Business Administration (MBA), Executive Management
Pace University 1983 — 1987
Bachelor of Science (BS), Computer Science, Cum Laude
Banyan Tree Asset Management LLC September 2013 - Present
Bel Air Investment Advisors 1998 - June 2013
Bear Stearns 1990 - 1998
Drexel Burnham Lambert 1988 - 1990
Skills
Asset Allocation, Bloomberg, Fixed Income, Investment Advisory, Asset Managment, Investments, Series 7, Valuation, High Yield, Portfolio Management, Trading, Equities, Investment Management, Alternative Investments, Hedge Funds
Education
Pepperdine University
BS, Business Administration
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
Tri County Chrysler Dodge Jeep Ram September 2015 - Present
CarSense April 2015 - September 2015
Vector Security December 2014 - April 2015
ET&T (Eastern Telephone & Telecommunications) January 2013 - September 2014
Tyco Integrated Security (Formerly ADT Security Services) August 2005 - December 2012
DSI Solutions 2004 - 2005
Guaranty Northeast Mortgage 1999 - 2004
Avstar Mortgage 1996 - 1999
Waterfield Financial, Citizens Mortgage, The Mortgage Center, Dime Savings Bank of NY 1988 - 1996
Drexel Burnham Lambert 1987 - 1988
Skills
Security, Sales Operations, Networking, Account Management, Sales, Solution Selling, Access Control, Telecommunications, Sales Management, Management, Cloud Computing, Customer Service, Surveillance, Fire Alarm, Training, Direct Sales, IP Cameras, Alarm Systems, CCTV, New Business Development, Sales Process, Finance, Burglar Alarm, Cold Calling, Customer Retention, B2B, Video over IP, Selling, Intrusion Detection, Video Analytics, FHA, Video Surveillance, Conventional/Jumbo Home..., FHA, FHA 203(k) and VA..., Automotive, Automobile
Education
Spring Garden College 1983 — 1987
Bachelor of Science, Architecture, magna cum laude
Harry S Truman High School 1981 — 1983
Delhaas High School 1979 — 1981
Dexia Financial Products Services LLC July 2009 - Present
Financial Security Assurance Inc 2000 - July 2009
Principia Partners LLC 1995 - 1999
Republic National Bank of New York 1993 - 1995
Mercadian Capital LP 1990 - 1993
Drexel Burnham Lambert 1985 - 1990
US Army 1971 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Risk Management, Portfolio Management, Financial Structuring, Structured Finance, Banking, Financial Risk, Financial Product..., Operations Management, Financial Services, Structured Products, Swaps, Back Office, Settlement, Securitization, Trading, Bonds, Investment Banking, Mergers & Acquisitions, Interest Rate..., Market Risk, Operational Risk, Securities, Bloomberg, Trading Systems, Equities, Financial Markets, AML, Middle Office, Equity Derivatives, Emerging Markets, Alternative Investments, Hedging, Options, Asset Management, Management
Education
Stanford University
Master's degree, Operations Research
The George Washington University
Master's degree, Industrial Management
U.S. Military Academy, West Point
Bachelor of Science (BS), Engineering
Albany Medical Center October 2007 - Present
SCS 2005 - 2007
NYS Office for Technology January 2003 - July 2005
State University of New York 2002 - 2003
The Research Foundation of SUNY 1997 - 2002
Workers' Compensation Board 1995 - 1997
Coopers & Lybrand Consulting 1991 - 1994
Shearson Lehman Hutton 1988 - 1991
Drexel Burnham Lambert 1985 - 1988
Dun & Bradstreet 1983 - 1985
Skills
IT Strategy, IT Management, Enterprise Architecture, Data Center, SDLC, Virtualization, IT Operations, Active Directory, Business Analysis, Business Intelligence, Change Management, Cisco Technologies, Citrix, Cloud Computing, Databases, Disaster Recovery, Enterprise Software, Governance, Healthcare Information..., IT Service Management, ITIL, Information Technology, Infrastructure, Integration, Leadership, Management, Management Consulting, Microsoft Exchange, Microsoft SQL Server, Network Security, Networking, Operations Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Security, Servers, SharePoint, Software Development, Software Documentation, Software Project..., Storage, Strategic Planning, System Administration, VMware, Vendor Management
Education
State University of New York College at Plattsburgh 1977 — 1981
Metro Group Realty November 2009 - Present
Oregon Realty January 1993 - October 2009
Drexel Burnham Lambert March 1982 - March 1990
Skills
Investment Properties, Real Estate, Foreclosures, Sellers, First Time Home Buyers, Condos, Investors, Real Estate Transactions, Short Sales, Listings, REO, Relocation, Buyer Representation, Single Family Homes, New Home Sales, Real Property, Referrals, SFR, Townhomes, HUD, Residential Homes, 1031 Exchanges, Income Properties, Resellers
Education
University of Southern California 1986 — 1989
Masters Degree, Banking, Corporate, Finance, and Securities Law
Queens College 1976 — 1980
Bachelor of Arts (BA), History
Wellington Management April 2011 - Present
Wellington Management July 1982 - Present
Drexel Burnham Lambert July 1981 - July 1982
Skills
High Yield, Credit Derivatives
Education
Simmons College
UBS Financial Services Inc. January 1993 - Present
Morgan Stanley Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Jefferies & Company 1983 - 1985
Education
Pace University - Lubin School of Business 1976 — 1978
Master of Business Administration (MBA), Finance, General, With Distinction
Queens College 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Bridgewater Associates December 2013 - Present
BNP Paribas Securities Corp April 2011 - September 2011
Citi Group November 2010 - April 2011
BMO Capital Markets November 2009 - January 2011
Private Client Resources, LLC August 2009 - September 2009
UBS Investment Bank 1998 - 2006
Deutsche Bank February 1993 - November 1998
Drexel Burnham Lambert 1979 - 1981
Drexel Burnham Lambert 1979 - 1981
Education
Oklahoma State University 1976 — 1978
BS, Veterinary Medicine
1800flowers.com 2008 - Present
Andin International 2002 - 2008
Select Nutrition 2001 - 2002
United Electrical Power 1999 - 2001
Nikon Instruments Inc. 1995 - 1999
Knogo Corporation 1990 - 1995
Drexel Burnham Lambert 1986 - 1990
Skills
Forecasting, Accounts Receivable, Leadership, Credit, Finance, Management, Financial Analysis
Education
State University of New York College at Geneseo 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
UBS Financial Services Inc. December 1991 - Present
Mercy Investment Services May 2012 - Present
Hanna Boys Center 2010 - Present
Emerging Growth Management (Formerly HQEM) February 1991 - November 1991
Smith Barney, Harris Upham & Co. June 1989 - June 1990
Drexel Burnham Lambert July 1988 - June 1989
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Arts, Psychology
Santa Clara University 1993 — 1998
Master of Business Administration (MBA), Finance
Avaya June 2006 - February 2013
JDR Computer Solutions( Previous JDR Associates September 1988 - February 2006
Drexel Burnham Lambert March 1983 - June 1988
Bradford National 1976 - 1983
Skills
Telecommunications, Demand Generation, Vendor Management, Cross-functional Team..., Product Management, Strategic Meeting..., Marketing and..., Negotiation, Program Management, Business Analysis, Sourcing, Mergers & Acquisitions, Procurement, Outsourcing, Management, Leadership, New Business Development, Global Sourcing, Strategic Partnerships, CRM, Contract Negotiation, Strategy, Professional Services, Business Development, Competitive Analysis, Consulting, Product Marketing, Process Improvement, Solution Selling, Forecasting, Account Management, P&L Management, Strategic Sourcing, Business Process..., Sales Operations, Marketing Strategy, Lead Generation
Education
St. Peter's College 1965 — 1973
BA, Accounting/Computer Sciences
Hoboken High School 1961 — 1965
Accounting, Academic
KKR January 2010 - Present
Barclays March 2006 - June 2008
Goldman Sachs June 1996 - January 2005
JPMorgan Chase July 1993 - June 1996
Kidder Peabody April 1991 - July 1993
Drexel Burnham Lambert July 1985 - February 1990
Education
Wharton Business School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Princeton University 1974 — 1978
BSE, Civil Engineering
St. Pauls School 1970 — 1974
Noribachi August 2015 - Present
KERN - an Omnicom Agency January 2014 - January 2015
Clear Channel Communications June 2011 - January 2014
Roundhouse Marketing January 2009 - March 2011
DTS, Inc. May 2008 - August 2009
DIGITAL ISLAND/ BRITISH CABLE AND WIRELESS January 2001 - January 2006
ENTERTAINMENT BLVD INC January 1998 - January 2001
SANI-FIT PRODUCTS CORPORATION January 1993 - January 1998
BEAR STERNS January 1989 - January 1993
Drexel Burnham Lambert January 1987 - January 1989
Skills
Radio, Social Media Marketing, Advertising, Broadcast, Digital Media, Integrated Marketing, Online Advertising, Social Media, Marketing Strategy, Strategic Partnerships, SEO, Entertainment, Marketing, New Media, Television, Media Planning, Media Buying, Sponsorship, Direct Marketing, Copywriting, Advertising Sales, Content Strategy, Online Marketing, Brand Development, Digital Marketing, Creative Direction, Film, Mobile Devices, Mobile Marketing, PPC, Digital Strategy, Radio Advertising, Competitive Analysis, Market Research, Business Development, Mobile Advertising, Email Marketing, Strategy, Facebook, Social Networking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
MBA, Management
Pepperdine University Grazidio School of Business 1999 — 2001
MBA, Strategy and Finance
New York University - Leonard N. Stern School of Business 1988 — 1989
Certificate, Corporate Finance
Virginia Military Institute 1983 — 1988
BA, English Literature
The Berkshire School 1981 — 1983
High School, High School/Secondary Diplomas and Certificates
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
TD Ameritrade July 2013 - Present
Knight Capital Americas, LP January 2004 - July 2013
Knight Capital Group 2004 - July 2013
Bear Stearns November 2001 - January 2004
Herzog, Heine, Geduld, Inc. January 1990 - December 2000
Drexel Burnham Lambert August 1988 - January 1990
Skills
Series 7, Electronic Trading, Capital Markets, Trading, Securities, Series 24, Fixed Income, Series 63, Hedge Funds, Equities, FINRA, Prime Brokerage, AML, Securities Lending, Bonds, Structured Products, Middle Office, Credit Derivatives, Operational Risk, Investment Banking, Trading Strategies, Swaps, Securities Regulation, Financial Services, Mutual Funds, Back Office, Broker-Dealer, Portfolio Management, Investments, Private Equity, Foreign Exchange, Bloomberg, Alternative Investments, Financial Risk, Derivatives, Asset Management, Options, Market Making, Trading Systems, Equity Derivatives, Proprietary Trading, Financial Markets, Market Data, ETFs, Equity Trading, Corporate Finance, Emerging Markets, FX Options, Hedging, Commodity
Education
Penn State University 2008 — 2009
MBA, Finance, General
State University of New York College at Oneonta 1982 — 1985
BS, Business Economics
American Express September 1988 - Present
Drexel Burnham Lambert March 1987 - September 1988
Ernst & Whinney September 1984 - March 1987
Skills
Financial Analysis, Payments, Financial Services, Risk Management, Financial Modeling, Portfolio Management, Credit Cards, Finance, Financial Reporting, Credit Risk, Corporate Finance, Strategic Financial..., Strategy, Credit, Analytics, Valuation, Mergers & Acquisitions, Strategic Planning, Sarbanes-Oxley Act, Forecasting, Financial Risk, Budgets, Accounting, Leadership
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance/International Business
Pace University - Lubin School of Business 1979 — 1984
BBA, Accounting
Bishop Ford High School
Citi Group January 2011 - Present
Citigroup September 1989 - January 2011
Drexel Burnham Lambert 1984 - 1989
Education
University of Pennsylvania - The Wharton School 1972 — 1974
MBA, Real Estate Finance
Pace University - Lubin School of Business 1968 — 1972
BBA, Accounting/Finance
Thomson Reuters April 2008 - Present
Thomson Reuters January 2007 - April 2008
Thomson Reuters August 2003 - January 2007
J.P. Morgan January 2000 - August 2003
J.P. Morgan January 1997 - January 2000
Lehman Brothers June 1994 - January 2000
Lehman Brothers August 1990 - June 1994
Drexel Burnham Lambert March 1986 - March 1990
Drexel Burnham Lambert March 1983 - March 1986
Skills
Fixed Income, Equities, Market Data, Financial Markets, Business Development, Capital Markets, Business Strategy, Salesforce.com, Financial Services, Business Analysis, Change Management, Trading Systems, Investment Banking, Relationship Management, Sales Management, CRM, Finance, Electronic Trading, Risk Management, Derivatives, Portfolio Management, Trading
Education
State University of New York at Stony Brook 1977 — 1981
Bachelor of Arts (BA), Economics
Laguardia Community College January 2009 - Present
GC Andersen Partners LLC September 2001 - Present
Pacific Office Properties Trust May 2008 - May 2012
Deutsche Bank March 1996 - June 2001
PaineWebber March 1990 - March 1996
Drexel Burnham Lambert March 1981 - March 1990
Skills
Private Equity, Investment Banking, Mergers, Valuation, Mergers & Acquisitions, Start-ups, Corporate Finance, Capital Markets, Strategy, Hedge Funds, Venture Capital, Private Placements, Due Diligence, M&A experience, Restructuring
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Princeton University 1972 — 1976
AB, Economics
Montefiore IT August 1998 - Present
Fahnestock & Co. 1996 - 1998
Lewco Securities 1994 - 1996
Goldman Sachs Asset Management 1995 - 1995
Citicorp Investment Services 1992 - 1994
Waterhouse Securities January 1989 - 1992
Drexel Burnham Lambert 1980 - 1989
Skills
Process Improvement, HL7, Software Documentation, Vendor Management, Software Implementation, SDLC, VB.NET, SQL, Requirements Analysis, Software Project..., Visio, SharePoint, IT Strategy, Unix, PMP, Requirements Gathering, Disaster Recovery, Data Center, Healthcare Information..., Troubleshooting, Integration, Business Analysis, ITIL, BMC Remedy, Program Management, MS Project, Project Management, Security, Microsoft SQL Server, IT Management, Databases, Systems Analysis, Testing, Business Intelligence, Enterprise Architecture, IT Service Management, Project Portfolio..., PMO, Data Warehousing, Business Process, Crystal Reports, Software Development, Agile Methodologies, Enterprise Software, Database Design, Business Requirements, Scrum, Business Process..., Quality Assurance, User Acceptance Testing
Education
Pace University 1983 — 1987
Bronx Science 1970 — 1974
eBay May 2012 - Present
Arbor Realty Trust March 2006 - April 2012
Humane Urban Group July 2001 - March 2006
Morgan Stanley May 2000 - June 2001
Capital Guardian Trust Company May 1990 - May 2000
Drexel Burnham Lambert June 1988 - February 1990
Bear Stearns January 1988 - June 1988
Eaton Corporation/AIL Division June 1985 - January 1988
Skills
Finance, Research, Investments, Microsoft Office, Microsoft Excel, Commercial Real Estate, Sales, Data Management, Entrepreneurship, Customer Service
Education
Pace University - Lubin School of Business
BBA, Finance
CPA CLUB of New Jersey January 1989 - Present
Carchia Financial Management Group 1989 - Present
Drexel Burnham Lambert 1981 - 1989
St Joe Minerals 1977 - 1981
American Electric Power 1975 - 1977
KPMG US 1971 - 1975
Skills
Leadership, Team Building, Accounting
Education
Seton Hall University 1974 — 1976
Master of Business Administration (M.B.A.)
Seton Hall University 1967 — 1971
Bachelor's Degree, Accounting
Gianvito Consulting Services June 2002 - Present
FE Parker Memorial Home May 1995 - June 2002
Presbyterian Homes of New Jersey May 1989 - April 1994
Executive Property Management January 1988 - May 1989
Drexel Burnham Lambert June 1987 - January 1988
Merrill Lynch January 1987 - June 1987
Martin Marietta Data Systems April 1985 - November 1986
Skills
Human Resources, Employee Benefits, Financial Analysis, Healthcare Consulting, Medicare/Medicaid..., Analysis, Healthcare Information..., Medical Practice..., Computer Proficiency, Financial Statements, Policy, Management, Budgets, Accounts Receivable, Project Management
Education
Rider University 1987 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1981 — 1984
Bachelor of Commerce (B.Com.), Accounting
Franklin Music Boosters, Inc. January 2006 - December 2012
ERA Key Realty Services September 2006 - March 2007
Pixxures, Inc. September 2004 - June 2005
Westchester Education Coalition February 1997 - May 1998
Coopers & Lybrand May 1990 - December 1992
Drexel Burnham Lambert September 1984 - February 1990
American Cyanamid November 1976 - September 1984
Skills
Microsoft Office, Web Content Management
Education
Pace University
Management Information Systems
Harbor Springs Library March 2011 - Present
on-line productions inc 1993 - Present
Harbor Capital 2007 - 2013
Smith Barney April 1989 - August 1991
Drexel Burnham Lambert April 1987 - April 1989
Oppenheimer & Co. 1985 - 1986
Education
Rollins College 1967 — 1971
BA, Eng Lit, Philosophy of Religion
McGladrey 2009 - Present
UBS Investment Bank/Paine Webber 1998 - 2008
Deutsche Bank/CJ Lawrence 1990 - 1997
Drexel Burnham Lambert 1985 - 1990
Dean Witter Reynolds 1979 - 1986
Blyth Eastman Dillon 1975 - 1979
Jas. H. Ohiphant 1968 - 1975
Skills
Consumer Products, Risk Assessment, Strategic Forecasting, Growth Strategies, Advisory Work, Advisory Boards, Operational Due..., Analytical Review, P&L Forecasting, Competitive Analysis, Apparel, Asset Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Forecasting, Investments, Management, Mergers, New Business Development, Portfolio Management, Private Equity, Retail, Strategy
Education
Seton Hall University 1965 — 1967
MBA, Business
Penn State University 1960 — 1964
Batchelor of Science, Business/Accounting
NYC Department of Citywide Administrative Services November 2012 - Present
Universal EHR Solutions December 2010 - October 2012
Barclays Capital February 2010 - September 2010
CN Business Services LLC March 2009 - February 2010
CITI/GLOBAL WEALTH MANAGEMENT February 1995 - December 2008
Lehman Brothers May 1990 - November 1994
Drexel Burnham Lambert December 1981 - February 1990
NYC - Housing Preservation Development October 1978 - November 1981
Skills
Financial Services, Process Improvement, Testing, Business Analysis, Back Office, Fixed Income, Requirements Gathering, Programming, Program Management, SDLC, Training, Software Documentation, Analysis, Databases, Banking, Management, Security, COBOL, Proposal Writing, Product Development, Time Management, Visio, Vendor Management, User Acceptance Testing, Business Process..., SQL, Quality Assurance, SharePoint, Requirements Analysis, Business Process, Project Portfolio..., PMP, Integration, PMO, Business Requirements, MS Project, Access, Risk Management, ITIL, CRM, Information Technology, DB2, Software Project..., Disaster Recovery, Systems Analysis, IT Management, Business Intelligence, IT Strategy, Software Development, Project Management
Education
New York Institute of Finance
New York University
Diploma, Computer Programming
Pace University
MBA, Corporate Finance; Corporate Finance
Queens College
BA, Accounting and Economics
Period Renovations November 2002 - Present
Tetra Tech June 1993 - June 1996
Drexel Burnham Lambert June 1988 - June 1989
Skills
Technical Writing, Attention To Detail, Team Management, Alternative Energy, Cleantech, Entrepreneurship, Photovoltaics, Start-ups
Education
University of California, Berkeley 1989 — 1992
BS, Economics Applied to Natural Resources (PENR)
Old Dominion University
Business Administration
SL2, LLP August 2013 - Present
NYC Technology Development Corporation March 2013 - July 2013
Prudential Financial January 2010 - September 2012
The Winter Group May 2006 - March 2008
Citi Group September 1990 - May 2006
Drexel Burnham Lambert September 1980 - August 1990
Skills
Program Management, Prime Brokerage, Annuities, Securities Lending, Fixed Income Trading, MBS, Financial Management, Project Planning, Leadership, Fixed Income, Managerial Finance, Financial Services, Management, Capital Markets, Vendor Management, Equities, Options, Strategy, Risk Management, SDLC, Trading, Business Intelligence, Business Analysis, Fixed Annuities, Trading Systems, Portfolio Management, Hedge Funds, Market Data, PMO, Securities, Middle Office
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance
State University of New York at Stony Brook
MA. BA, English Literature
Retired November 2009 - Present
GFI July 2006 - November 2009
GFI Group June 2001 - July 2006
World Wide Weather Trading 1995 - 2000
Societe Generale Energie 1990 - 1995
Champion Energy 1987 - 1990
Drexel Burnham Lambert 1983 - 1987
Skills
Negotiation, Risk Management, Arbitrage, Commodity Markets, Entrepreneurship, Hedging, Financial Analysis, Trading, Mergers & Acquisitions, Finance, Venture Capital, Derivatives
Education
Pace University 1979 — 1980
MBA, Finance
The University of Connecticut 1974 — 1978
Psychology
Selective Insurance February 2010 - Present
Selective Insurance 2004 - May 2010
Selective Insurance 1998 - 2004
Selective Insurance 1997 - 1998
Goldman Sachs 1987 - 1991
Drexel Burnham Lambert 1983 - 1987
Skills
Cash Flow Management, Investor Relations, Project Execution, Capital Markets, Project Management, Treasury Management, Corporate Finance, Cash Flow, Investments, Strategy, Alternative Investments, Property & Casualty..., Finance, Bonds, Due Diligence, Financial Services, Insurance, Financial Modeling, Financial Analysis, Management, Enterprise Risk..., Risk Management
Education
Seton Hall University 2008 — 2010
MA, Strategic Communications & Leadership
University of Michigan
Certificate, Theory and Practice of Investor Relations
The George Washington University 2002 — 2003
Masters Certificate, Project Management
West Virginia University 1979 — 1982
B.A. (Cum Laude), French and Spanish
Various Firms September 2004 - Present
Humana RightSource Pharmacy October 2008 - May 2010
Various Enterprises & Small Businesses October 2004 - March 2009
Bank of America April 1991 - September 2006
Drexel Burnham Lambert July 1987 - February 1990
Lehman Brothers March 1984 - July 1986
Merrill Lynch & Co. July 1980 - February 1984
Education
Stanford University 1971 — 1979
Ph.D., Drama
University of Pittsburgh 1967 — 1971
B.A., English Literature, Drama, Art History
Traco Industrial Supply February 1990 - Present
North Jersey Phoenix 2013 - 2014
Drexel Burnham Lambert May 1984 - June 1989
Skills
Customer Service, Sales, Sales Management, Management, New Business Development, Strategic Planning, Negotiation, Team Building, Marketing Strategy, Account Management, Contract Negotiation, Public Speaking, Sales Operations, Operations Management, Leadership
Education
Saint Peter's University 1980 — 1984
Bachelor of Applied Science (BASc), Econometrics and Quantitative Economics, 3.4
Hackensack High School
MetLife, Structured Finance August 2015 - Present
MetLife, Structured Solutions Group April 2012 - Present
MetLife, Structured Finance Group December 2000 - January 2012
PaineWebber 1998 - December 2000
PaineWebber 1993 - 1998
Arthur Andersen 1988 - 1991
Drexel Burnham Lambert 1988 - 1989
Skills
ABS, CMBS, Fixed Income, Quantitative Research, Fundamental Analysis, Chartered Financial..., CPA, Credit Analysis, Portfolio Management, Trading, Derivatives, Structured Finance, Investments, Capital Markets, Securitization, Financial Markets, Credit, Investment Banking, Loans, ALM, Real Estate, Credit Derivatives, Equities, Rates, Hedging, Valuation, CDO, Asset Allocation, Hedge Funds, Finance, Alternative Investments, Investment Strategies, Financial Modeling, Leveraged Finance, Securities, Residential Mortgages, Risk Management, Auditing, Asset Management, Structured Products, Bonds, Investment Management, Treasury, Series 7, Accounting, High Yield, Private Equity, Bloomberg
Education
Pace University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
Mount Snow November 2009 - Present
www.lindaschoff.com January 2009 - Present
Cantor Fitzgerald September 2001 - February 2009
Robertson Stephens & Co 1995 - 2001
Cantor Fitzgerald 1990 - 1995
Drexel Burnham Lambert June 1989 - February 1990
Skills
Trading, Equities, Strategy, Social Media Marketing, Financial Modeling, Bloomberg, Investments, Series 7, Options, Securities, Portfolio Management, Capital Markets, Series 63, Hedge Funds, Asset Management, Equity Trading, Microsoft Excel, Fixed Income, Training, Coaching, Finance, Valuation, Sales
Education
State University of New York College at Buffalo 1985 — 1989
bs, Economics
New York Strategy Group, LLC January 1992 - Present
Citibank January 1989 - January 1992
Drexel Burnham Lambert January 1985 - January 1989
Oppenheim Appel Dixon January 1981 - January 1985
Skills
Accounting, Tax, Finance, Financial Statements, Investments, Budgets, Banking, Analysis, Derivatives, Hedge Funds, Tax Returns, Real Estate, High Net Worth..., Tax Advisory, Financial Analysis
Education
Pace University
Master of Science, Taxation
Brooklyn College (CUNY)
Bachelor of Science, Accounting
Gemini Systems September 2010 - Present
Gemini Systems, LLC August 1993 - August 2010
Moody's Investor Services December 1989 - August 1993
Drexel Burnham Lambert 1985 - 1989
Skills
SDLC, Solution Architecture, SOA, Sybase, Enterprise Architecture, SQL, Agile Methodologies, Data Warehousing, Software Project..., Requirements Analysis, IT Strategy, Oracle, XML, Business Analysis, Database Design, Software Development, Web Services
Education
Queens College 1980 — 1985
MA
Lowes May 2005 - Present
Sony January 1990 - May 2005
Medco Health Solutions 1995 - 1996
Drexel Burnham Lambert 1986 - 1989
Skills
IT Disaster Recovery, Business Continuity, Process Improvement, Project Portfolio..., IT Service Management, Service Level Management, Six Sigma Green Belt, Six Sigma Lean Belt, ITIL V3 Certified, Certified ISO 9000 Lead..., Iso 9000, Disaster Recovery, ITIL Certified, IT Operations, Vendor Management, Six Sigma, Data Center, PMP, Management, ITIL, Project Management, Software Documentation, Information Technology, Troubleshooting, Resource Management, IT Strategy, Project Planning, Security, Leadership, Program Management, Enterprise Software, IT Management, Testing, AIX
Education
Villanova University 2010 — 2010
Six Sigma Green Belt, Six Sigma
Saint Peter's University 1975 — 1979
business adminstration
Wherever I Happen To Be September 2014 - Present
Stifel Financial Corp. May 2012 - September 2014
Morgan Keegan February 2007 - April 2012
Ryan Beck & Co. February 2005 - February 2007
Advest, Inc. June 1996 - February 2005
First Albany Capital June 1989 - May 1996
Drexel Burnham Lambert September 1983 - April 1988
Skills
Scoring Baseball Games
Education
Yale University 1976 — 1980
BA, Applied Mathematics
Rensselaer Polytechnic Institute 1988 — 1990
MBA, Finance
UBS Financial Services, Inc. July 1996 - Present
FedEx January 1985 - July 1996
Drexel Burnham Lambert December 1985 - March 1987
Education
Saint Mary's University of Minnesota 1980 — 1983
Bachelor of Arts, Business Administration, Marketing, Psychology
St. Patrick High School, Chicago 1975 — 1979
HUB International March 2015 - Present
ADP January 2012 - April 2013
Choicelinx 2007 - January 2012
Fidelity Investments September 2000 - May 2007
CIGNA 2003 - 2005
LUCENT TECHNOLOGIES 1998 - 2000
PricewaterhouseCoopers 1996 - 1998
Prudential Insurance July 1990 - March 1996
Drexel Burnham Lambert October 1989 - June 1990
Skills
Management, Outsourcing, Employee Benefits, Strategy, CRM, Leadership, Human Resources, Process Improvement, Analysis, Team Management, Call Centers, Operations Management, Business Process, Sales, Vendor Management, Business Process..., Performance Management, Consulting
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science
Morgan Stanley October 2006 - Present
Impact Communications, Inc. March 2003 - July 2006
Asset Allocation & Management 1989 - 2002
Drexel Burnham Lambert 1985 - 1989
Blunt Ellis & Loewi 1984 - 1985
Skills
Leadership, Derivatives, Fixed Income, Portfolio Management, Series 7, Investment Banking, Securities, FX Options, Financial Services, Capital Markets, Prime Brokerage, Hedge Funds, Bloomberg, Equities, Trading Systems, Trading, Risk Management, Operations Management, Swaps, FX trading
Education
Saint Mary's College 1980 — 1984
BBA, Finance and Economics
Sungard SSP August 2005 - Present
Sungard August 2005 - Present
SunGard August 2005 - Present
NYSC 2000 - 2015
NYSC 2000 - 2015
Grant Enterprises Ltd 2002 - 2007
ADP-Wilco December 1994 - June 2002
ADP 1994 - 2001
High Yield Management Securities 1990 - 1994
Drexel Burnham Lambert 1985 - 1990
Skills
Business Development, Management, Back Office, Forecasting, Analysis, Leadership, Banking, Requirements Gathering, Settlement, Sales, Training, Salesforce.com, Investment Banking, Budgets, Trading, Account Management, Business Process, Equities, Financial Services, Market Data, Middle Office, Project Management, SaaS, Securities, Solution Selling, Trading Systems, Business Analysis
Education
Pace University 1972 — 1976
BA, Communications
Locust Valley High School October 2014 - Present
LI DDSO February 2012 - Present
Locust Valley Central School District SEPTA//CPC 2003 - 2011
Drexel Burnham Lambert 1987 - March 1989
Wall Street Clearing Company 1986 - 1987
Oppenheimer & Co. 1982 - 1986
Oppenheim, Appel, Dixon, & Co, CPA's 1977 - 1982
Skills
Budgets, Management, Fundraising
Education
OPWDD Trainings 2011 — 2013
Queens College 1974 — 1977
BA, Accounting
Autonomy, an HP company October 2011 - September 2014
CommVault Systems April 2007 - October 2011
Symantec Corporation January 2002 - March 2007
GlobalDesktop.com January 1999 - December 2000
Independent Computer Consultant May 1989 - August 1999
Drexel Burnham Lambert October 1988 - May 1989
PolyGram January 1988 - June 1988
Skills
Technology Evangelism, Technology Evangelist, Pre-sales, Enterprise Software, Leadership, Email Archiving, Start-ups, Go-to-market Strategy, Cloud Computing, Professional Services, Storage Management, Information Management, Solution Selling, Deduplication, Sales Enablement, Strategy, Sales
Education
University of Pennsylvania - The Wharton School 1991 — 1993
JD - MBA (candidate)
Philadelphia Institute 1987 — 1989
LLM - American Bar Association Certified
Rutgers University-New Brunswick 1984 — 1988
BS / BA
University of Miami 1982 — 1984
School of Music
Lake Braddock Secondary School
TAG Group, Inc September 2007 - Present
Advisory Group Equity Services 2007 - Present
FIshers Island Yacht Club 2010 - 2012
Hartford Life February 2002 - September 2005
AXA Advisors March 1991 - December 1999
Drexel Burnham Lambert 1985 - 1988
Skills
Investments, Financial Services, Financial Advisory, Securities, Strategic Financial..., Insurance, Estate Planning, Finance, Management, Equities, Employee Benefits, Wealth, Mergers & Acquisitions, Life Insurance, Leadership, Business Development
Education
Roanoke College 1982 — 1983
Brooks School 1980 — 1982
Harvey School 1977 — 1982
Weikart Advisory Services LLC - A Registered Investment Advisor February 2010 - Present
Obscured By Clouds July 1995 - Present
WilliamWeikart.com September 1995 - Present
Psycheclectic Records January 2000 - Present
Weikart Advisory Services LLC February 2010 - Present
ING Financial Partners, Inc. September 2004 - November 2009
MML Investor Services LLC 1904 - 1907
GlaxoSmithKline January 1900 - February 1902
Drexel Burnham Lambert January 1900 - February 1900
Skills
Management, Public Relations, Public Speaking, Music, Investments, Business Planning, Small Business, Entrepreneurship, Strategic Financial..., Business Development, Social Media Marketing, Strategic Planning, Sales, Strategy, Asset Management, Portfolio Management, Business Strategy, Nonprofits, Training, Social Networking, Online Marketing, Leadership, Modern Portfolio Theory, Financial & Estate..., Insurance, Financial Planning, Start-ups, Customer Service, Strategic Partnerships, Venture Capital, Non-profits, Customer Relations, Music Theory, Singer-songwriter, Guitar, Music Production, Music Publishing, Record Labels, Studio Recording, Film Production, Synthesizers, Tour Booking, Ski Instruction, Insurance & Estate..., Business Analysis..., Funding, Final Cut Pro, Executive Management, Rock Climbing, Sailing
Education
Ohio Wesleyan University
Bachelor’s Degree, Pre-Law
CMF Global, Inc. October 2010 - Present
Stochastic Decisions January 2009 - Present
City of Claremont, California March 2001 - March 2005
OFHEO 1995 - 1998
Republic National Bank of New York June 1993 - August 1995
Sanford C. Bernstein 1990 - 1992
Drexel Burnham Lambert 1984 - 1990
Skills
Fixed Income, Portfolio Management, Corporate Finance, Capital Markets, Investments, Strategy, Business Development, Analysis, Finance, Venture Capital, Private Equity, Asset Management, Financial Structuring, Valuation
Education
Stanford University 1972 — 1975
M.S., Engineering-Economic Systems
Yale University 1966 — 1972
B.A., Operations Research, Math and Statistics
Bronx High School of Science 1963 — 1966
Debra Sussman, MA - Health Psychology Center 2014 - Present
The Mind Body Institute for Women's Health January 2005 - Present
Concept 7 Foster Family Agency 1998 - 2001
Merisel, Inc. 1995 - 1997
Dun & Bradstreet Software 1992 - 1995
Coldwell Banker Commercial 1989 - 1992
Drexel Burnham Lambert 1985 - 1989
Skills
Strategic Planning, Public Speaking, Mental Health, Family Therapy, Entrepreneurship, Coaching, Wellness, Management, Marketing, Psychology, Psychotherapy, Leadership, Stress, Nutritional Counseling, Mental Health Counseling, Stress Management, Wellbeing, Marketing Management, Client Relations, Health Education, Public Health, Sales Management, Recruiting, Project Planning, Public Relations, Product Development, Disordered Eating, Stress Analysis, Reproductive Health, Grant Writing, Proposal Writing
Education
Harvard Medical School 2014 — 2015
Continued Educational Program, Addiction & Brain Health
Pacifica Graduate Institute 1998 — 2001
Master's Degree, Clinical Counseling Psychology
University of San Francisco 1994 — 1998
Bachelor's Degree, Organizational Behavior - Industrial Psychology
Keller Williams Shore Properties Realty September 2015 - Present
Caps, LLC 2009 - Present
Joule Inc. February 2015 - August 2015
Creamoli 2002 - 2009
Merrill Lynch 1993 - 2001
Citibank 1990 - 1993
Credit Agricole 1988 - 1990
Fillmore Real Estate 1986 - 1988
Drexel Burnham Lambert 1986 - 1987
Skills
Event Planning, Customer Service, Event Management, Public Speaking, Social Media, Social Networking, Fundraising, Public Relations, Social Media Marketing
Education
Pace University
BBA, International Mgmt
Penn State University
College of Arts and Science Department of Food Science
The Actors Market
Keylingo Translations June 2011 - Present
Drexel Burnham Lambert 1984 - 1992
PaineWebber 1981 - 1984
Skills
Localization, Foreign Languages, Website Localization, Software, Language Services, Translation, Technical Translation, Internationalization, Legal Translation, Globalization, Management
Education
Skidmore College
BA, Government
Dinosaur Securities July 2015 - Present
Enclave Financial Group January 2014 - Present
Allen Partners 2011 - January 2014
Faulkner's Island Capital, Inc. April 2009 - September 2011
Advanced Equities, Inc. 2007 - 2009
Trautman Wasserman and Co. 2001 - 2006
Sands Brother & Co. 1990 - 2001
Drexel Burnham Lambert September 1988 - July 1990
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Investment Banking, Private Placements, Investments, Portfolio Management, Series 7, Corporate Development, Capital Raising, Investment Strategies, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Capital, Investment Management, Securities, Investment Advisory, Wealth Management..., High Net Worth..., Finance, Corporate Finance, Strategy, Funding, Business Development, Capital Markets
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science, Finance, Marketing
Syracuse University 1980 — 1984
Headwaters MB June 2015 - Present
Viant Group, LLC March 2010 - Present
Vrolyk & Company April 1990 - March 2010
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Corporate Development, Financial Modeling, Mergers & Acquisitions, Investment Banking, Start-ups, Valuation, Venture Capital, Due Diligence, Private Placements, Business Strategy, Entrepreneurship, Strategy, M&A experience, Mergers
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, Engineering
Bank of Hawaii August 2014 - July 2015
American Savings Bank May 2013 - August 2014
American Savings Bank January 2012 - August 2014
Evergreen Investments, A Wells Fargo Company November 1989 - December 2009
Tattersall Advisory Group January 1989 - January 2009
Drexel Burnham Lambert January 1986 - October 1989
Virginia Supplemental Retirement System July 1983 - January 1986
Education
The College of William and Mary 1981 — 1983
MBA
Old Dominion University 1975 — 1979
BS, Business Administration
MFR Inc. August 2013 - Present
First Equity Corporation of Florida 1997 - 2001
Bayview Financial 1996 - 1997
Mabon Securities 1991 - 1993
Drexel Burnham Lambert 1984 - 1989
Salomon Brothers 1980 - 1983
Bank of America 1976 - 1977
Skills
Capital Markets, Fixed Income, Institutional Sales, whole loan trading, Finance, Financial Modeling, Loans, Investments, Derivatives, Securities, Investment Banking, Risk Management, Bonds, Bloomberg, Trading, Valuation, Structured Finance, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Financial Structuring, Financial Markets, MBS, Mortgage Lending, Hedge Funds, Options, Credit Risk, Structured Products, Asset Management, Credit Analysis
Education
Wharton School, University of Pennsylvania 1973 — 1974
MBA, Finance
University of Pennsylvania 1969 — 1971
BA, Mathematics
Sweet Briar College 1967 — 1969
Westchester Secondary Charter School May 2014 - Present
LAUSD September 2007 - June 2013
Libra Investments 1992 - June 1998
East West Capital February 1991 - 1992
Prudential Financial May 1990 - February 1991
Drexel Burnham Lambert June 1984 - February 1990
Merrill Lynch August 1982 - June 1984
Skills
Teaching
Education
F.S. Conard HS 1978 — 1981
HS Diploma, Liberal Arts
Santa Monica College
Associates, Child Development
Physcal Solutions 2002 - Present
RHI Management Resources 2000 - 2002
Cook, Hall & Hyde 1999 - 2000
Citicorp 1997 - 1999
TNT Worldwide Express 1995 - 1997
United Parcel Service 1989 - 1995
Drexel Burnham Lambert 1987 - 1989
Dreyfus Corp 1986 - 1987
Skills
Non-profits, Small Business, Insurance, Accounting, Budgets, Estate Planning, Risk Management, Investments, Tax, Wealth Management, Income Tax, Life Insurance, Disability Insurance, Banking, Financial Reporting, Strategic Financial..., Financial Services, Retirement Planning, Financial Planning
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
BA, Accounting
Rothschild Asset Management Inc. August 2000 - February 2009
Mitchell Hutchins Asset Management November 1999 - August 2000
IBJ Whitehall Asset Management March 1999 - November 1999
Rothschild Asset Management April 1995 - May 1998
The Copeland Companies May 1989 - April 1995
Daiwa Capital Management July 1986 - April 1989
Coffee, Sugar & Cocoa Exchange February 1984 - July 1986
Drexel Burnham Lambert July 1981 - February 1984
Skills
Private Placements, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Management, Fixed Income, Equities, Asset Managment, Series 7, Bloomberg, Wealth Management, Investment Advisory, Investments, Fund Of Funds, Separately Managed...
Education
Pace University 1982 — 1985
MBA
SUNY at Albany 1977 — 1981
BS
Spring Valley Senior High School 1974 — 1977
Vistage International January 2011 - Present
Peter Lahti & Associates, LLC September 2000 - January 2011
PayDQ (now CDS Global) 2009 - 2011
Child Saving Institute 1996 - 2008
SIFMA - SII 2000 - 2006
Kirkpatrick Pettis 1995 - 2000
EVEREN Securities 1990 - 1995
Drexel Burnham Lambert 1984 - 1989
Skills
Executive Positions, Performance Management, Finance, Non-profits, CEOs, Culture Change, Management Consulting, Securities, Leadership, Advisory Boards, Strategy, Venture Capital, Capital Markets, Investment Banking, Management, Mergers & Acquisitions, Business Development, Strategic Planning, Financial Services, Team Building, Private Equity, Business Strategy, Change Management, Coaching, Insurance, Executive Management, Business Planning, Due Diligence, Leadership Development, Corporate Development, Work Life Balance, Small Business, Risk Management, Nonprofits, Executive Development, Start-ups, Business Coaching, Strategic Partnerships, Board Development, Turn Around Management, Executive Coaching, Emotional Intelligence, Entrepreneurship, Angel Investing, Organizational..., Retreats, 360 Feedback, Workshop Facilitation, Consulting, Strategic Leadership
Education
State University of New York College at Buffalo 1968 — 1972
liberal arts, History
FINRA January 2011 - Present
ALaS Consulting Corp. August 2010 - October 2010
LaBranche Structured Products LLC 2006 - 2010
Commerzbank AG 2002 - 2006
Oscar Gruss 2000 - 2002
Capital Markets / Newbold Consulting Groups 1996 - 2000
MR Beal & Company 1993 - 1996
Drexel Burnham Lambert 1986 - 1993
Skills
Compliance, Financial Reporting, Accounting, FINRA, Financial Analysis, Analysis, Financial Services, Finance, General Ledger, Account Reconciliation, Internal Controls, Financial Audits, Financial Accounting, Securities, Mergers & Acquisitions, Risk Management, Due Diligence, Capital Markets, Equities, Fixed Income
Education
Queens College 1976 — 1980
B.A., Accounting
Hewlett-Packard April 2006 - Present
Hewlett-Packard November 2006 - April 2012
Intel June 2000 - November 2006
Intel May 1997 - June 2000
PaineWebber March 1996 - February 1997
Barclays de Zoette Wedd 1991 - 1996
Manufacturers Hanover Trust December 1986 - January 1991
Drexel Burnham Lambert May 1985 - December 1986
Shearson Lehman Bros. May 1985 - February 1986
Future Information Systems April 1984 - May 1985
Skills
Disaster Recovery, Pre-sales, Professional Services, Product Management, Service Delivery, Enterprise Software, Operating Systems, Security, Engineering, ITIL Service Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MIS
Pneuron Corporation June 2011 - Present
R. J. Raggi Associates, Inc. 1993 - Present
Reed Elsevier Technology Services 2008 - October 2009
Salomon Brothers 1990 - 1991
Drexel Burnham Lambert 1989 - 1990
Lehman Brothers September 1983 - June 1989
National Data Corporation June 1980 - December 1982
Time-Sharing Resources, Inc. March 1978 - May 1980
ADP Network Services June 1976 - February 1978
Rapidata, Inc. October 1974 - May 1976
Skills
Mergers, Analytics, Acquisition Integration, Vendor Management, Financial Services, Strategic Partnerships, Management Consulting, Capital Markets, Business Analysis, Restructuring, Corporate Finance, Business Strategy, Financial Risk, Strategy, Business Intelligence, Predictive Analytics, Forecasting, Cloud Computing, Business Process..., Consulting, New Business Development, Business Process..., Portfolio Management, Investments, CRM, Enterprise Software, Project Portfolio..., Outsourcing, Derivatives, Banking, Equities, Fixed Income, Mergers & Acquisitions
Education
Stevens Institute of Technology 1971 — 1973
MS, Applied Mathematics/Honors Assistantship
Fairleigh Dickinson University 1972 — 1974
MS, Computer Science/Honors Fellowship
Merck & Co. Inc. September 2006 - Present
Schering-Plough Corporation May 2003 - September 2006
Morgan Stanley Dean Witter March 1987 - June 2000
Drexel Burnham Lambert July 1985 - March 1987
Skills
Pharmaceutical Industry, FDA, Regulatory Affairs, 21 CFR Part 11, GMP, General Commercial...
Education
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts
Nationwide Planning Associates, Inc. November 2011 - Present
401k Retirement Partners, LLC June 2008 - Present
Lehman Brothers November 1992 - June 1998
Drexel Burnham Lambert 1984 - 1992
Skills
Investment Advisory, Wealth Management, Portfolio Management, Investments, Asset Managment, Asset Allocation, 401k, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Fixed Annuities, Bonds, Securities, Insurance, Finance, Pensions
Education
New York University - Leonard N. Stern School of Business 2003 — 2004
Certificate
University of Pennsylvania - The Wharton School 2003 — 2003
Certificate
Plymouth State University 1974 — 1978
BS
Financial Advisor Connection July 2014 - Present
Financial Advisor Network (FAN) February 2008 - Present
Coastal Associates, LLC May 2007 - Present
AssetMark Investment Services June 2005 - April 2007
MetLife 1998 - 1999
Portfolio Managment Consultants 1997 - 1998
Weiss, Peck & Greer 1986 - 1997
Drexel Burnham Lambert 1986 - 1986
Dreyfus 1981 - 1985
Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning
Education
State University of New York College at Oneonta 1978 — 1981
BA, Business/Economics & American History
ISACA 2014 - Present
CohnReznick LLP August 2003 - Present
Lehman Brothers August 2000 - November 2002
Bear Stearns April 1998 - August 2000
CIBC World Markets April 1997 - June 1998
Salomon Brothers 1990 - 1997
Drexel Burnham Lambert August 1988 - March 1990
Bankers Trust 1982 - 1984
Skills
IT Audit, Sarbanes-Oxley, Internal Audit, Risk Assessment, Risk Management, IT Risk Management, COBIT, SAS70, Sarbanes-Oxley Act, Internal Controls, CISA, CRISC, Governance, COSO, Enterprise Risk..., Compliance SOX, Information Technology, Auditing, Information Security, Information Security..., Operational Risk..., SSAE 16, PCI DSS, SOX 404, Business Continuity, Financial Risk, CISM, CISSP, Operational Risk
Education
Pace University - Lubin School of Business
BBA, MIS
Dealertrack Technologies May 2013 - Present
Daniel Gale Sotheby's International Realty September 1997 - Present
Brandon Associates February 2008 - April 2012
Drexel Burnham Lambert 1982 - January 1990
Skills
Relocation, Sellers, Volunteer Management, Relationship-builder..., Dedicated Professional, Outstanding time..., QuickBooks, NYS Notary Public, Certified Train the..., Public Speaking, Leadership, Time Management, Training, Sales, Event Planning, Process Improvement, Team Building, Business Development, Human Resources, Customer Service, Social Networking, Account Management, Business Analysis, Project Management
Education
City University of New York-Queens College 1997 — 1999
Otived, Inc. 2002 - Present
CIT July 2011 - September 2014
XBRL US, Inc. August 2009 - November 2010
Viant 1999 - 2002
Credit Suisse First Boston 1990 - 1999
NYNEX Material Enterprises 1988 - 1990
Drexel Burnham Lambert 1987 - 1988
NYS Department of Motor Vehicles 1986 - 1987
Entech Computer Skills 1985 - 1986
Margaretville Central School 1982 - 1984
Skills
Program Management, Project Management, PMP, SDLC, Agile Methodologies, Scrum, Change Management, PMO, Software Development, Team Leadership, XML, Business Process, Enterprise Architecture, Agile Project Management, Software Project..., IT Management, Vendor Management, IT Strategy, Project Portfolio..., Management, SQL
Education
State University of New York at Albany 1977 — 1981
BS, Business Education, Accounting, Math
Grumman Data Systems Institute 1984 — 1985
Certificate in Programming, Systems Analysis & Design, Computer Science
Pace University 1995 — 1995
Certificate in UNIX Systems Administration
The Security Traders Association of New York, Inc. (STANY) July 1996 - Present
NASD March 1994 - July 1996
NASD/FINRA-Dist #10 NY 1994 - 1996
Gruntal & Co., Inc. September 1992 - March 1994
Prudential Securities April 1990 - September 1992
Drexel Burnham Lambert February 1989 - March 1990
Kelly Drye & Warren May 1987 - February 1989
Wilson Elser September 1983 - May 1987
Skills
Fundraising, Securities, Nonprofits, Event Planning, Volunteer Management, Event Management, Non-profits, Investments, Trading, Conference Coordination, Securities Regulation, Series 7, Capital Markets, Financial Services, Risk Management, Investor Relations, Equities, FINRA, Options, Series 63, Hedge Funds, Equity Trading, Financial Markets, Litigation, Derivatives, Office Management, Fundraisers, Compliance, Events, Customer Service, Database Administration, Securities Litigation, Alternative Investments, Fixed Income, Illustrator, Writing, Microsoft Office, Adobe Creative Suite, Negotiation, Graphic Design, Contract Negotiation, Office Administration, Association Management, Corporate Events, Board Relations, Private Equity, Commodity, Emerging Markets, Market Structure, Philanthropy
Education
Villanova University School of Law 1980 — 1983
JD
Rosemont College 1977 — 1980
B.S.
Shillington School of Graphic Design 2013 — 2014
Listen&Look March 2001 - Present
Martin Design Associates October 2000 - December 2001
Baker Designed Communications December 1993 - October 2000
The Beynon Company September 1992 - October 1993
Libera & Associates September 1990 - August 1992
Coopers & Lybrand May 1987 - June 1989
Drexel Burnham Lambert July 1984 - May 1987
Art in America Magazine October 1982 - June 1984
Skills
Corporate Branding, Marketing Strategy, Marketing Communications, Social Media Marketing, Graphic Design, Web Design, Web Project Management, Corporate Communications, Corporate Identity, Internal Communications, Advertising, Online Advertising, Recruitment Advertising, Outdoor Advertising, Radio Advertising, Creative Direction, Art Direction, Creative Strategy, Illustrator, Integrated Marketing, Brochures, Marketing, Logo Design, Photography, Collateral, Branding & Identity, Direct Mail, Brand Development, Catalogs, Public Relations, Concept Development, Annual Reports, InDesign, Adobe Creative Suite, Art, Graphics, Packaging, Typography, Publications, Layout, Management, Strategy
Education
Xaverian High School 1974 — 1988
Diploma, Academic
Parsons School of Design 1980 — 1982
BFA
The New School 1980 — 1982
BFA
Harriman College 1978 — 1980
AA
Christie's February 2004 - Present
ING New York 1997 - 2003
ING Barings/ABN Amro 1996 - 2003
Citibank 1996 - 1998
Drexel Burnham Lambert 1982 - 1990
Education
Smith College 1964 — 1968
Elements Massage March 2015 - Present
The Project Coach February 2010 - February 2015
Teen Voices 2009 - 2011
Fantastic Sams Hair Salons September 2006 - January 2010
Dunkin Brands 2004 - 2006
Positive Marketing Solutions 2001 - 2002
Diedrich Coffee 1998 - 2002
Smart & Final 1992 - 1997
Taco Bell 1987 - 1992
Drexel Burnham Lambert 1983 - 1984
Skills
Public Relations, Writing, Editing, Coaching, Non-profits, Marketing, Franchising, Project Planning, Project Coordination, Project Execution, Business Management, Marketing Strategy, Event Planning, Brand Development, Project Management, Marketing Communications, Management, Strategy, Strategic Planning, Copywriting, Business Planning, Team Building, Business Strategy, Social Media Marketing, Nonprofits, Program Management, Customer Service, Market Research, Training, Start-ups, Leadership, Leadership Development, Product Development, Team Leadership, Social Media, Retail, Project Coaching, Social Networking, Digital Marketing, Email Marketing, Event Management, Online Marketing, E-commerce, Online Advertising, Fundraising, Marketing Research, Proposal Writing, Strategic Communications, Organizational..., Advertising
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA
Stanford University 1977 — 1981
BA, Economics, Journalism
Stuyvesant HS
Hess Corporation May 2010 - Present
Hess Corporation January 2006 - July 2010
Shell Oil Company November 1991 - June 2005
Drexel Burnham Lambert February 1986 - August 1989
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance & Accounting
Penn State University 1982 — 1986
Towanda Area High School 1979 — 1982
North Shore Long Island Jewish Health System January 2010 - Present
North Shore Long Island Jewish Health System November 2004 - December 2009
Southside Hospital 2000 - 2004
VP International Accounting 1994 - 1998
Salomon Smith Barney 1994 - 1998
Smith Barney 1994 - 1998
Salomon Smith Barney 1994 - 1998
Prudential Securities 1991 - 1994
Drexel Burnham Lambert 1988 - 1991
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Microsoft Excel, PeopleSoft
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Accounting
Saint John's University 1984 — 1988
BS, Finance
UBS Wealth Management May 2013 - Present
Ocean Bank October 2007 - April 2013
Citigroup January 2005 - October 2006
Citigroup Private Bank January 2003 - December 2004
Citibank International March 1996 - December 2002
Citigroup Private Bank October 1992 - February 1996
Citibank Investment Bank November 1990 - October 1992
Drexel Burnham Lambert 1987 - 1989
Education
Stevens Institute of Technology
Bachelor of Engineering (BE)
The University of Chicago Booth School of Business
MBA
University of Chicago
Master's degree
Saint Arnold Brewing Company January 1993 - Present
Texas Craft Brewers Guild January 2010 - Present
Brewers Association 2004 - 2008
Wertheim Schroeder February 1990 - January 1993
Drexel Burnham Lambert June 1989 - February 1990
Simmons & Company International May 1987 - June 1989
Skills
Beer, Sales, Brewery, Brewing, Mergers & Acquisitions, Consumer Products, Food, Food & Beverage, Brand Development, Event Management, Food Service, P&L Management, Restaurants, Alcoholic Beverages, Corporate Finance, Marketing, Management, Marketing Strategy, Social Media
Education
Rice University 1983 — 1987
BA, Economics, Managerial Studies
Interactive Data December 2013 - Present
R.Seelaus & Co. inc November 2012 - June 2013
UBS Securities LLC August 2012 - November 2012
UBS Securities LLC December 2009 - August 2012
UBS Wealth Management September 2004 - July 2008
UBS Wealth Management February 1994 - September 2004
Paine Webber 1989 - 2000
Paine Webber 1989 - 2000
Drexel Burnham Lambert 1987 - 1989
Skills
Mortgage Lending, MBS, Trading, Wealth Management, Agency MBS, Series 7, Capital Markets, Fixed Income, Credit, Bloomberg, Portfolio Management, Series 63, CMOS, Asset Management, Financial Modeling, Investments, Bonds, Trading Systems, Alternative Investments
Education
Pace University 1977 — 1981
PricewaterhouseCoopers May 2008 - Present
HSBC October 1997 - May 2007
HSBC (formerly known as Carroll McEntee and McGinley August 1987 - October 1997
Credit Industrial and Commercial March 1986 - July 1987
George E. Dennon Inc. June 1982 - March 1986
Drexel Burnham Lambert May 1981 - June 1982
Skills
Relationship Management, Marketing Communications, Marketing Strategy, Business Strategy, Portfolio Management, Investments, Financial Services, Fixed Income, Equities, Advertising, Collateral, Strategic Planning, Investor Relations, Market Research, Private Equity, Business Development
Education
Rutgers University-New Brunswick 1979 — 1981
MS, Agricultural Economics and Marketing
Rutgers University-New Brunswick 1976 — 1980
BA, Economics
Wells Fargo Advisors, LLC January 2009 - Present
Perimeter Financial October 2007 - February 2009
American Stock Exchange October 2005 - 2007
Tradition Asiel September 2003 - October 2005
Puink Zielgel 2002 - 2004
Robb Peck McCooey January 1991 - August 2002
Drexel Burnham Lambert 1986 - 1990
Drexel Burnham Lambert 1986 - 1990
Education
Pace University - Lubin School of Business 1988 — 1990
Ramapo College of New Jersey 1982 — 1986
Economics
Frelinghuysen Middle School
Frelinghuysen Middle School
Morristown High School
Wells Fargo Securities, LLC July 2009 - Present
Wachovia Capital Markets, LLC June 2000 - July 2009
Forum Capital Markets, LLC August 1994 - June 2000
PaineWebber, Inc. 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Education
Skidmore College 1982 — 1986
B.A., Biology
Greens Farms Academy 1978 — 1982
Morgan Stanley Smith Barney - Asset Management December 1990 - Present
Alex Brown and Sons January 1989 - December 1990
Drexel Burnham Lambert July 1984 - December 1988
Skills
Investments, Private Equity, Valuation, Financial Advisory, Financial Modeling, Equities, Hedge Funds, Asset Managment
Education
Quinnipiac University School of Law 1985 — 1989
Juris Doctorate, tax and estate planning
Wells College 1980 — 1984
Bachelor of Arts (B.A.), Economics and Philosophy
RBC Wealth Management May 2006 - Present
JBHanauer & Co. 2006 - October 2009
Ryan Beck & Co. 2002 - 2006
Gruntal & Co 1997 - 2002
Drexel Burnham Lambert 1981 - 1989
Education
Pace University - Lubin School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
City University of New York-Brooklyn College 1975 — 1979
Bachelor of Arts - Economics
Trevor Stewart Burton & Jacobsen Inc. July 1991 - Present
Mitchell Hutchins Institutional Investors January 1990 - June 1991
Ocwen Financial Group March 1982 - January 1990
Drexel Burnham Lambert 1977 - 1981
Irving Trust Company 1972 - 1977
Education
University of Minnesota - Carlson School of Management 1969 — 1972
Saint Mary's University of Minnesota 1963 — 1967
BA, Physics
conde nast publications inc February 2008 - April 2013
Conde Nast June 2004 - February 2008
Conde Nast January 2003 - June 2004
Conde Nast October 1992 - January 2003
Elsevier Science September 1988 - October 1992
Drexel Burnham Lambert June 1984 - September 1988
Skills
Publishing, Content Management, Social Media, Copy Editing, Magazines, Publications, Editorial, Financial Analysis, New Media, Journalism, Digital Media, Blogging
Education
City University of New York-Queens College
Bachelor of Arts (BA), Accounting and Finance
DiMaio Ahmad Capital March 2006 - Present
Nomura Securities June 2004 - March 2006
Credit Agricole Indosuez 2002 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2002
Drexel Burnham Lambert 1986 - 1990
Education
Queens College 1990 — 1992
Bachelor of Science (B.S.), Dual major in Accounting and Economics
Pace University 1988 — 1990
Accounting
Queensborough Community College 1984 — 1987
Associate's degree, Accounting
JPMorgan Chase April 1990 - Present
Drexel Burnham Lambert May 1987 - February 1990
Brooklyn Union Gas Co May 1986 - April 1987
Skills
Fixed Income, Capital Markets, Training, Management, Portfolio Management, Sales, Corporate Finance, Securities, Finance, Private Equity, Commercial Banking, Escrow, Derivatives, Banking, Equities, Securitization, Financial Services, Sourcing, Mergers & Acquisitions, Hedge Funds, Asset Management, Relationship Management, Strategy, Financial Markets, Investment Banking, Investments, Structured Finance, Bonds, Mutual Funds
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Finance
R.J. O'Brien June 1997 - Present
R.J. O'Brien and Associates 1997 - Present
Paine Weber January 1994 - June 1998
Kidder Peabody January 1990 - January 1992
Lehman Brothers January 1990 - January 1992
kidder peabody 1990 - 1992
Chase Manhattan Corporation February 1989 - January 1990
Drexel Burnham Lambert August 1986 - January 1989
Skills
Derivatives, Investments, Sales, Equities, Options, Capital Markets, Fixed Income, Trading, Electronic Trading, Alternative Investments, Hedge Funds, Financial Markets, Hedging, Securities, Bloomberg
Education
Quinlan School of Business, Loyola University Chicago 1988 — 1989
Finance
University of Illinois at Chicago
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
Hurlbutt Designs 2006 - 2009
Brick Store Museum January 1999 - June 2002
Drexel Burnham Lambert October 1978 - June 1983
Depository Trust 1980 - 1983
Skills
Event Planning, Research, Art History, Museums, Interior Design, Graphic Design, Exhibit Design
Education
Smith College 1974 — 1978
Bachelor of Arts (BA), Art History, Criticism and Conservation
Trinity College-Hartford 1976 — 1977
J.P. Morgan May 2007 - Present
UBS Investment Bank March 1997 - May 2007
EDS September 1994 - March 1997
American Express Bank September 1989 - September 1994
Drexel Burnham Lambert 1986 - 1989
NJ Transit 1983 - 1986
Skills
Financial Markets, Trading, Market Data, Equity Derivatives, Prime Brokerage, Vendor Management, Hedge Funds, Middle Office, Commodity, Investment Banking, Securities, Electronic Trading, FX Options, Trading Systems, Fixed Income, Equities, Derivatives
Education
PS 41
Stevens Institute of Technology
Solaire Generation Inc 2008 - Present
Gracedale Fabrics, Inc. 1993 - December 2013
Gracedale Fabrics, Inc. 1993 - 2009
The Boston Consulting Group 1990 - 1993
Drexel Burnham Lambert 1985 - 1988
Skills
Solar Energy, Cleantech, Renewable Energy, Photovoltaics, Alternative Energy, Start-ups, Corporate Development, Solar PV, Entrepreneurship, Business Development, Strategic Partnerships, Business Strategy, Investments
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (MBA)
Tufts University 1981 — 1985
BA, Economics
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
Exit Realty Premier 2006 - Present
Prudential Douglas Elliman 2001 - 2006
WebMD 1996 - 2000
LISB 1995 - 1996
national westminster bank 1989 - 1995
Drexel Burnham Lambert 1986 - 1990
Skills
Negotiating terms of..., Negotiation, First Time Home Buyers, Sales, Condos, Property, Residential Homes, Investment Properties, Commercial Real Estate, Sellers, Real Estate, Short Sales, Waterfront, Relocation, Real Estate Development, Buyer Representation, Contract Negotiation, Foreclosures, Rentals, Property Management
Education
Pace University - Lubin School of Business 1987 — 1990
MBA, Finance
Temple University - Fox School of Business and Management 1981 — 1985
BA, accounting
San Diego School of International Studies 1991 - Present
Dow Theory Letters 1974 - Present
Southwestern Community College District 1988 - 1996
National University 1989 - 1993
Shearson American Express 1981 - 1984
Drexel Burnham Lambert 1979 - 1981
Dean Witter Reynolds Inc. 1977 - 1979
Skills
Lesson Planning, Classroom, Curriculum Design, Curriculum Development, Research, Classroom Management, Higher Education, Market Analysis, Investments columnist, Newsletters, Surfboard manufacturing, Woodworking
Education
San Diego State University-California State University 1985 — 1989
Master of Arts (M.A.), American History (United States)
San Diego State University-California State University 1973 — 1989
Bachelor of Science (B.S.), Finance, General, Magna cum laude
Meridian Energy Brokers Inc. 2007 - Present
Gotham Energy Brokers 2000 - 2007
BNP Paribas 1999 - 2000
Cargill Investor Services 1996 - 1999
CRT 1990 - 1996
Drexel Burnham Lambert 1989 - 1990
Skills
NFA Registered IB, Series 3, Derivatives, Financial Markets, Natural Gas, Commodity, FINRA, Swaps, Options, Volatility, Asset, Energy, Trading Systems, Trading Strategies, Proprietary Trading, Hedging, Capital Markets, Trading, Commodity Markets, Bloomberg, Electronic Trading, Hedge Funds, NYMEX, Portfolio Management, Equities, Risk Management, Technical Analysis, Equity Derivatives, Energy Markets, Arbitrage, Commodity Risk..., Traders, Valuation, Market Risk, Asset Management, FX Options, Currency, Brokerage, Equity Trading, Options Strategies
Education
Pace University - Lubin School of Business 1985 — 1988
MS, Investment Management
University of Scranton 1980 — 1984
Bachelor of Science (BS), Accounting
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
Bloomberg September 2006 - Present
Merrill Lynch Investment Managers 1989 - 1998
Drexel Burnham Lambert 1985 - 1987
Skills
Fixed Income Trading, Fixed Income, Bloomberg, Trading, Valuation, Bonds, Fixed Income Products, Bloomberg Terminal, Derivatives, Hedge Funds, Capital Markets, Portfolio Management, Trading Systems, Equities, Securities, Financial Markets, Alternative Investments
Education
Rutgers University-New Brunswick 1996 — 2000
mba, economics/finance
Gerson Lehrman Group - Sales April 2003 - February 2014
William Blair and Company 1998 - 2003
Prudential Securities 1993 - 1998
Northern Trust 1990 - 1993
Drexel Burnham Lambert 1983 - 1990
Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Finance and Accounting
Wells Fargo Insurance Services November 2014 - Present
Wells Fargo Insurance Services July 2013 - November 2014
Hylant Group May 2005 - July 2013
AIG 2004 - 2005
AJ Gallagher 2002 - 2004
Firemans Fund Insurance Company 2000 - 2002
Kemper Insurance Companies 1995 - 2000
Liberty Mutual 1990 - 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Workers Compensation, Insurance, Commercial Insurance, Property & Casualty..., General Liability, Brokers, Commercial Lines, Strategic Planning, Liability, General Insurance, Account Management, Legal Liability, Casualty, Claims Management, Employment Practices..., Professional Liability
Education
Siena College 1982 — 1986
BS, Marketing/Finance
Vergence Entertainment LLC March 2009 - Present
Option Energy Corp. LLC January 2009 - Present
Maglev Wind Turbine Technologies August 2007 - Present
Rex Management July 2007 - Present
UPS 1990 - June 2007
Drexel Burnham Lambert September 1984 - March 1990
Chase Manhattan Corporation November 1979 - September 1984
MetLife October 1978 - November 1979
Education
State University of New York College at Oswego 1976 — 1979
BA, Economics
Utica College 1974 — 1975
Business
The Associated Press December 2005 - April 2013
Prudential Securities, Inc. 1990 - 2004
Drexel Burnham Lambert June 1984 - June 1990
Skills
Travel Management, Vendor Relations, Customer Relations, Event Management, Hotels, Vendors, Customer Service, Contract Negotiation, Hospitality, Sales, Account Management, Event Planning, Vendor Management, Operations Management, Negotiation, Management, Budgets, Process Scheduler, Team Building, Strategy, Strategic Planning, Recruiting, Sales Management, Public Relations, Business Development, Project Management, Purchasing, Tourism
Education
Saint Peter's University
Bachelor of Arts (BA), English / Classical Studies, 3.7
Looking for new job financial reporting, accounting Vice President Wealth Management Operations - Operations Risk & ControlMORGAN STANLEY2008 - December 2014
MORGAN STANLEY 2005 - 2008
NEW YORK & COMPANY, INC. 2004 - 2005
LOEWS CORPORATION 2004 - 2004
ECKO UNLTD 2003 - 2004
NTL INCORPORATED (VIRGIN MEDIA INC.) 1990 - 2003
Drexel Burnham Lambert 1983 - 1990
Skills
Financial Analysis, Finance, Strategy, Financial Reporting, SEC filings, GAAP, Fixed Income, Capital Markets, Hedge Funds, Series 7, 10-K, 10-Q, Annual..., Monthly Close Process, Budgets, Forecasting, General Ledger, Account Reconciliation, Series 99, SEC Filings
Education
Pace University - Lubin School of Business
BBA/MBA, Accounting
Scotia Capital May 2010 - Present
Commerzbank AG 2009 - April 2010
Dresdner Kleinwort April 1998 - March 2010
ING December 1995 - February 1998
Lehman Brothers August 1988 - March 1995
SG Warburg 1995 - 1995
Drexel Burnham Lambert March 1986 - June 1988
Goldman Sachs April 1984 - March 1986
Skills
Fixed Income, Business Analysis, Account Reconciliation, Equities, Settlement, Middle Office, Prime Brokerage, Cash Management, Securities, Management, Financial Services, Back Office, Security, Securities Lending, Capital Markets, Hedge Funds, Bonds, Operational Risk, Treasury, Rates, Risk Management, Derivatives, Sarbanes-Oxley Act, Budgets, Financial Risk, Swaps, Investment Banking
Education
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
Bachelor of Science, Management and Quantatative Analysis
JP Morgan Chase 2010 - Present
Saxon Mortgage July 2007 - March 2011
Select Portfolio Servicing Inc. August 2003 - July 2007
Prudential Securities April 2000 - December 2002
Prudential Securities November 1993 - March 2000
The Chase Manhattan Bank January 1991 - October 1993
Drexel Burnham Lambert October 1988 - December 1990
J.J. Kenny Inc. May 1986 - September 1988
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA, Finance
Syracuse University 1980 — 1985
BS, Finance, Management Information Systems
J.P. Morgan Securities June 2008 - Present
Bear, Stearns & Co. Inc. 1995 - May 2008
Oppenheimer & Co. Inc. January 1993 - June 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Risk Management, Portfolio Management, Business Analysis, Equities, Investment Banking, Financial Services, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Ripon College 1983 — 1986
Bachelor of Arts (B.A.), Economics, German
Rheinische Friedrich-Wilhelms-Universität Bonn
TIAA-CREF November 2011 - Present
TEKsystems June 2009 - November 2011
Signature Consultants June 2008 - June 2009
Evergreen Investments 2005 - 2008
Bank of America April 1995 - November 2005
Credit Suisse Trust and Banking, Tokyo, Japan April 1990 - April 1993
Drexel Burnham Lambert 1985 - 1990
Skills
Management
Education
Pace University
Marist School October 2007 - Present
Bateman Eichler February 1989 - January 1990
Drexel Burnham Lambert October 1987 - February 1989
Merrill Lynch January 1981 - June 1987
Merrill Lynch January 1981 - June 1987
Skills
Fund Raiser, Volunteer Management, Fundraising, Non-profit..., Fundraisers, Non-profits, Program Development, Research, Annual Giving, Event Planning, Grant Writing, Educational Leadership, Curriculum Development, Alumni Relations, Public Speaking, Stewardship, Annual Fund, Community Outreach, Higher Education, Teaching, Public Relations, Major Gift Development, Social Networking, Tutoring, Philanthropy, Event Management, Student Development, Grants, Classroom, Nonprofits, Community Development, Capital Campaigns, Board Development, Donor Management, Planned Giving, Curriculum Design, Admissions, Leadership, Raiser's Edge, Prospect Research, Marketing, Strategic Planning, Leadership Development, Newsletters, Editing, Staff Development, Career Counseling, Donor Recognition
Education
Spring Hill College 1977 — 1980
Bachelor of Arts, Sociology
Spring Hill College 1976 — 1980
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
INTL FCStone Inc. November 2011 - Present
MF Global November 1993 - November 2011
Paine Webber February 1990 - October 1993
Drexel Burnham Lambert June 1983 - February 1990
Education
Penn State University 1971 — 1980
Ph.D., Mineral Economics
Guardian Life Insurance DirectorING Financial ServicesMarch 1997 - June 2007
ING Financial Services LLC New York 1997 - 2007
ING 1997 - 2007
ING Financial Markets LLC 1997 - 2007
Drexel Burnham Lambert 1985 - 1990
Skills
Risk Management, Fixed Income, Capital Markets, Derivatives, Equities, Financial Services, Banking, Financial Risk, Management, Portfolio Management
Education
Pace University - Lubin School of Business 1980 — 1984
BBS
Publishers Clearing House March 1990 - Present
Drexel Burnham Lambert 1973 - 1990
Macy's August 1971 - February 1973
Skills
z/OS, OS/390, MVS, TSO, CICS, SMP/E, Mainframe, JES2, DB2, JCL, ISPF, REXX, IBM Utilities, COBOL, IBM Mainframe, VSAM, Endevor, Fileaid, Syncsort
Education
Queens College 1965 — 1969
B.A., Mathematics
i.i.d. Partners, Ltd. March 2001 - December 2013
RenaissanceRe July 1998 - March 2001
Various Investment Clients March 1991 - June 1994
Nomura Research Institute - NY January 1989 - March 1991
Drexel Burnham Lambert March 1985 - February 1989
Skills
Fixed Income, Project Management, Financial Analysis, Fundraising, Valuation, Investments, Equities, Hedge Funds, Asset Management, Investment Advisory, Alternative Investments, Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Real Estate
Education
Temple University - Fox School of Business and Management 2015 — 2016
EMBA
New York University - Leonard N. Stern School of Business 1982 — 1984
M.S., Quantitative Analysis
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
B.A., Mathematics, Economics
Stemedica Cell Technologies August 2009 - September 2014
SAIC February 2000 - August 2009
Zurich Financial Services January 1997 - January 2000
Drexel Burnham Lambert January 1992 - June 1997
Deloitte & Touche June 1984 - June 1992
Drexel Burnham Lambert June 1981 - June 1984
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
APC (MS), Tax
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Accounting
Stony Brook University 1965 — 1969
BA, Political Science
GC Andersen Partners LLC Lead DirectorTerex1995 - Present
PaineWebber 1990 - 1995
Drexel Burnham Lambert 1975 - 1990
Dominick & Dominick LLC 1970 - 1975
Prescott Ball & Turben 1965 - 1970
Education
Northwestern University - Kellogg School of Management
MBA
University of Colorado Boulder
BS
Buck Consultants July 1998 - Present
The Alexander Consulting Group 1995 - 1997
American Home Food Products August 1987 - March 1995
American Home Products March 1984 - July 1987
Drexel Burnham Lambert 1978 - 1980
Skills
Employee Benefits, Vendor Management, Change Management, Outsourcing, Actuarial Science, Benefits Administration, HRIS, Process Improvement, Performance Management, Mergers, Data Analysis, Strategic Planning, Project Management, Human Resources, SDLC, Talent Management, Risk Management, Leadership, Business Analysis, Pensions, Management Consulting, ITIL, Business Process, Mergers & Acquisitions, Training, Governance, Consulting, IT Strategy, Integration, Requirements Analysis, Strategy, Management, Analysis, CRM, Organizational Design, Business Process..., Cross-functional Team..., IT Management, Infrastructure, Business Intelligence, Program Management, Software Project...
Education
PS41
NYU Stern School of Business
MBA, Computer Applications and Information Systems
Queens College
BA, Mathematics
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
Brown & Associates 1988 - Present
E.F. Hutton 1985 - 1987
Drexel Burnham Lambert 1982 - 1985
T. J. Raney & Sons 1980 - 1982
Skills
Investments, Portfolio Management, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Investment Banking, Series 7, Finance, Strategic Partnerships, Financial Risk, Insurance
Education
University of Arkansas at Little Rock 1978 — 1981
Business/Managerial Economics
Scottsdale Community College 1977 — 1978
Business
University of Central Arkansas 1976 — 1977
Tom The Copy Writer October 2001 - Present
Beached Tuna Marketing, Inc. September 1990 - September 2001
The Psychic Friends Network December 1989 - August 1990
International Marketing Associates, Inc. January 1988 - November 1989
Drexel Burnham Lambert May 1986 - January 1988
Skills
Affiliate Marketing, PPC, Email Marketing, SEM, Customer Acquisition, Online Marketing, Online Lead Generation, SEO, Co-registration, Direct Marketing, Social Media Marketing, E-commerce, Landing Page..., CPM, Digital Media, Social Media, Advertising, Lead Generation, Web Design, Online Advertising, Mobile Marketing, Website Development, Campaign Management, Internet Strategy, Database Marketing, Online Sales, Monetization
Education
Stony Brook University 1982 — 1986
BA, Economics & Journalism
Neuberger Berman January 2011 - Present
Caceis USA Inc. (Formerly Olympia Capital Associates LP) April 1990 - March 2010
Drexel Burnham Lambert April 1986 - March 1990
Skills
Fund Of Funds, Accounting, Fund Administration, Hedge Funds, Financial Analysis, Back Office, Asset Management, Fund Accounting, Alternative Investments, Mutual Funds, Financial Reporting, Business Development, Financial Services, Fixed Income, Private Equity
Education
Queens College
BA, Accounting
Architectural Fiberglass Corporation July 2011 - February 2014
Smiros & Smiros Architects January 2008 - December 2008
ea architect April 1989 - January 2008
Drexel Burnham Lambert March 1986 - April 1989
A.I.P. Design Group, P.C. January 1983 - September 1985
Prudential Bache Securities, Incorporated July 1980 - January 1983
Bankers Trust Company May 1978 - June 1980
Skills
Architectural Design, Contractor Evaluation..., Construction Management, Site Inspections, Installation Evaluation, CAD, Real Estate Site..., Construction..., Architectures, Residential Design, Mixed-use, Sustainable Design, AutoCAD Architecture, Design Research
Education
Pratt Institute 1973 — 1976
Bachelor of Architecture (BArch), Architecture
New York City Community College - Voohees Campus 1971 — 1973
Associate in Architectural Technology, Architecture, Asked to give address as Valedictorian - turned it down
Johnson & Johnson Finance Corporation 1999 - Present
Conoco Phillips 1994 - 1999
Drexel Burnham Lambert 1977 - 1983
Skills
Sarbanes-Oxley Act, Financial Analysis, US GAAP, Financial Modeling, Forecasting, Credit, CPA, Corporate Finance, Microsoft Excel, Auditing, Process Improvement, Valuation, Accounts Receivable, Financial Reporting, Budgets, Due Diligence, Finance, Internal Audit, Strategic Financial..., Cash Management, Portfolio Management, Enterprise Risk..., Fixed Income, Business Strategy, Treasury Management, Management, Variance Analysis, Project Finance, Acquisition Integration, Financial Risk, Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
BS, Accounting
Royal Bank of Scotland Group March 1990 - Present
Drexel Burnham Lambert January 1987 - February 1990
Morgan Stanley April 1985 - June 1986
NewYork Life Insurance November 1982 - April 1985
Skills
Financial Services, Program Management, Middle Office
Education
Pace University - Lubin School of Business 1997 — 2000
MS, Accounting
Pace Universty 1978 — 1982
BBA, Marketing
CUNYfirst - Computing & Information Services - CUNY May 2013 - Present
Credit Suisse January 1996 - May 2013
NYC Department of Finance 1992 - 1994
Computer Associates, Inc 1989 - 1991
Drexel Burnham Lambert 1987 - 1988
New York City Health and Hospital Corporation 1986 - 1987
Group Health Incorporated 1981 - 1986
Skills
Investment Banking, Trading Systems, Derivatives, Middle Office, Fixed Income, Capital Markets, Prime Brokerage, Market Data, Reference Data, Interest Rate..., Sybase, Back Office, Structured Products, Equity Derivatives, Electronic Trading, Trading, Commodity, FX Options, Portfolio Management, Credit Derivatives, Equities, Hedge Funds, Swaps, Securities, Equity Trading, Bloomberg, Financial Markets, Bonds, Options, Securities Lending, VBA, Product Control, Exchange Connectivity, Financial Services, Private Equity, Collateral Management, Banking, Money Market, Risk Management, Disaster Recovery, Financial Institutions, Operational Risk, Asset Management, Low Latency, Market Risk, Alternative Investments, Financial Risk, CDS, Relationship Management, CRM
Education
St. Francis College 1979 — 1982
Finance
Nyack College
BS, Managment
Coastline Capital Partners November 2012 - Present
CW Real Estate Partners January 2010 - November 2012
FTI Capital Advisors 2004 - 2006
Jefferies & Co., Inc. February 1997 - September 2003
Robertson, Stephens & Co, September 1995 - February 1997
PaineWebber, Inc. May 1990 - May 1995
Drexel Burnham Lambert 1985 - 1990
Skills
Mergers, Valuation, Private Equity, Due Diligence, Strategic Planning, Equities, Investment Banking, Business Strategy, Corporate Finance, Investments, Financial Modeling, Start-ups, Capital Markets, Corporate Development, Entrepreneurship, Financial Services, Mergers & Acquisitions, Restructuring, Real Estate
Education
Stanford University 1974 — 1978
Bachelor's degree, Mechanical Engineering
Stanford University 1974 — 1978
Bachelor's degree, Mechanical Engineering
Stanford University 1974 — 1978
Bachelor's degree, Mechanical Engineering
Tricadia Capital Management January 2007 - Present
Deutsche Bank May 2005 - January 2007
BroadStreet Group 2000 - 2002
Credit Agricole Indosuez, New York 1991 - 2000
Drexel Burnham Lambert 1986 - 1990
Education
San Diego State University-California State University
BS, Finance
Tech Coast Angels (TCA) February 2000 - Present
AOF/Pacific Affordable Housing Corporation 2012 - Present
Silver Mill LLC June 2004 - Present
Schott Consulting Services 1992 - Present
PVE Trails Group 2012 - Present
Karsten Realty Advisors November 1989 - October 1992
Drexel Burnham Lambert June 1986 - June 1989
American Appraisal Associates 1980 - 1986
Real Estate Research Corporation March 1976 - May 1980
Skills
Due Diligence, Valuation, Investments, Real Estate, Commercial Real Estate, Investment Properties, Portfolio Management, Property Management, Start-ups, Brokerage, Appraisals, Finance
Education
University of Denver - Daniels College of Business
Ohio Wesleyan University
Liberal Arts
NYU -SCPS 1988 — 1989
Finance, Mortgage Backed Securities
UCLA, Extension Program 1993 — 1994
Financial Planning
The McGraw-Hill Companies 2006 - Present
McGraw-Hill Companies January 2007 - February 2010
McGraw-Hill Companies February 2004 - January 2007
McGraw-Hill Companies May 1998 - February 2004
Standard & Poor's September 1990 - May 1998
Drexel Burnham Lambert December 1986 - September 1990
Wang Financial Information Services July 1984 - December 1986
Lehman Brothers Kuhn Loeb Incorporated March 1983 - July 1984
Education
MTI
General Electronics
Ramapo College
Liberal Arts
Rockland Community College
Digital Electronics and Telecommunications
Stifel Financial Corp. July 2013 - Present
Knight Capital Group September 2009 - June 2013
Libertas Partners LLP February 2006 - September 2009
RBC Capital Markets February 2003 - September 2006
Dickstein & Co January 2002 - December 2003
Standard Bank Group August 1995 - December 2001
Banco Santander September 1991 - July 1995
Drexel Burnham Lambert September 1988 - February 1990
Skills
Hedge Funds, High Yield, Fixed Income, Capital Markets, Equities, Equity Derivatives, Leveraged Finance, Portfolio Management, Bloomberg, Investment Banking, Asset Management, Securities, Alternative Investments, Financial Markets, CDS, Bonds, Trading, Credit Derivatives, Private Equity, Emerging Markets, Investments, Credit, Series 7, Electronic Trading, Options, Derivatives, Series 63, Structured Products
Education
U of Miami School of Law 1984 — 1987
Sarah Lawrence College 1981 — 1984
BA, Fiction Writing
Hackley School 1969 — 1979
High School
W. J. Marin Management / Marin Nanca Architects /Municipial Building Services July 2010 - Present
TD Bank Group October 2004 - June 2010
Commerce Bancorp October 2004 - June 2010
Design Plus of Rockland County January 2002 - September 2004
Merrill Lynch August 1993 - December 2001
Toys R Us December 1988 - February 1992
Weisberg Castro Associates January 1988 - October 1988
Drexel Burnham Lambert September 1986 - December 1987
Michael Esmay Architects August 1984 - August 1986
CBS News September 1982 - January 1984
Skills
Construction Management, Construction, Real Estate, Architecture, Project Management, Real Estate Development, Project Coordination, Management, Budgets, AutoCAD, Contract Management, Contract Negotiation, LEED AP, Strategic Planning, Facilities Management, Contractors, LEED, Analysis, Negotiation, Proposal Writing, Renovation, Retail, Sustainability, Team Building, Financial Analysis, Submittals, Residential Homes, Mixed-use, Green Building, Projects, Project Planning, Microsoft Excel, Microsoft Office, Process Scheduler
Education
Pratt Institute 1977 — 1982
Bachelor of Architecture, Architecture
Montclair Board of Education 2010 - Present
Montclair Fund for Educational Excellence 2006 - Present
BNY Mellon 1999 - 2006
Deutsche Bank 1993 - 1999
Paine Webber 1991 - 1993
Dillon Read Capital Management 1989 - 1991
Drexel Burnham Lambert 1985 - 1989
Bankers Trust Company 1982 - 1985
Skills
Education Reform
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, English
GE Capital January 2015 - Present
Citi January 2013 - December 2014
Citi January 2012 - December 2012
Citi October 2006 - April 2011
Citi August 2003 - August 2004
Citi June 2000 - July 2003
Citi October 1997 - May 2000
Citi August 1994 - September 1997
PwC August 1984 - July 1994
Drexel Burnham Lambert August 1981 - August 1984
Skills
CPA, Capital Markets/Risk...
Education
Pace University 1979 — 1984
Bachelor of Business Administration (B.B.A.), Public Accounting
Quantitative Research Group October 2001 - Present
Bloomberg April 1999 - August 2001
Franklin Templeton/ADP/Bridge Information Systems March 1990 - April 1999
Drexel Burnham Lambert January 1984 - February 1990
J.P. Morgan Chase - Chemical Bank March 1981 - December 1983
Skills
Software Project..., Software Development, Quantitative Research, Asset Managment, Financial Analysis, Strategic Planning, Software Design, Software Engineering, Quantitative Analytics, Mathematical Modeling, Investments, Portfolio Management, Mathematical Programming
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Information Systems, Finance, Economics
City University of New York-Queens College 1976 — 1981
BA, Computer Science and Mathematics
Harco Incentives April 2014 - Present
Blurev, Inc. August 2012 - Present
4over, Inc. February 2009 - October 2011
Fine & Co. LLC January 2001 - February 2009
International Graphic Consortium Inc. January 1990 - December 1999
Turner Construction August 1987 - August 1990
Drexel Burnham Lambert September 1985 - August 1987
Millicom International Cellular January 1984 - June 1985
Skills
Project Management, Business Development, Program Management, Marketing Strategy, Team Building, Sales Management, Strategic Planning, Training, Business Strategy, Adobe Creative Suite, Website Development, Business Intelligence, Sales, Operations Management, Team Leadership, HTML, Leadership, E-commerce, Management, Flash, Xerox IGen4..., Cisco Certified, Budgets, Product Marketing, Graphic Design, New Business Development, Product Development, Creative Direction, Web Design, Art Direction, Cross-functional..., Six Sigma, Digital Printing, Offset Printing, Print Management, Wide Format Printing, Continuous Improvement, Manufacturing, Packaging, Lean Manufacturing, Inventory Management, Project Planning, Microsoft Office, Photoshop, Illustrator
Education
Rutgers University 1979 — 1984
Northern Valley Regional High School Demarest 1978 — 1979
Our Lady of Good Counsel High School 1976 — 1978
FactSet Research Systems 1990 - 2006
Drexel Burnham Lambert 1989 - 1990
J.P. Morgan 1985 - 1989
Shearson Lehman, American Express 1982 - 1985
Education
St. Lawrence University 1978 — 1982
BA, Business/Managerial Economics
Kent School 1974 — 1978
Morgan Stanley August 2004 - Present
Wachovia Securities July 2003 - August 2004
Prudential Financial December 2000 - June 2003
Prudential Financial December 1995 - November 2000
Prudential Financial April 1990 - December 1995
Citi May 1989 - March 1990
Drexel Burnham Lambert June 1986 - June 1989
Education
Seton Hall University 1982 — 1986
Bachelor of Science (BS), Business Management and Industrial Relations
Jefferies & Company December 2008 - Present
Broadridge 2007 - 2008
HSBC Securities May 1996 - December 2006
Republic NY Securities 1992 - 1998
Securities Settlements Corp February 1988 - May 1991
Drexel Burnham Lambert 1980 - 1988
Skills
Equities, Fixed Income, Investment Banking, Hedge Funds, Securities, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Back Office, Securities Lending, Trading Systems, Financial Services, Middle Office, Trading, Options, Series 7, Bonds
Education
Ranger College 1978 — 1980
Accounting
Canarsie High School 1974 — 1978
Academic
USRTA 2011 - Present
USAA 2003 - 2010
USAA 2001 - 2003
USAA 1997 - 2001
PNC Investments 1989 - 1997
Drexel Burnham Lambert 1986 - 1989
Skills
Nonprofits, Fundraising, Mutual Funds, Leadership Development, Investments, Community Development, Creative..., Entrepreneurship, Leadership, Organizational..., Volunteer Management, Team Building
Education
St. Mary's University 2012 — 2013
Nonprofit Management Certificate, Veterans' Service Organizations
Hunter College, City University, New York
Bachelor of Arts (BA)
Lodge
Cedar Capital September 2013 - Present
Putnam Investments July 2000 - September 2013
State Street July 1997 - July 2000
Fidelity Investments August 1995 - July 1997
Oliver Wyman July 1993 - August 1995
Deutsche Bank June 1992 - August 1992
Balfour McLaine April 1990 - March 1991
Drexel Burnham Lambert May 1986 - April 1990
Bank of America June 1984 - May 1986
Bank of America July 1981 - May 1984
Education
University of Pennsylvania 1991 — 1993
Master of Arts (M.A.), International/Global Studies - German
Wharton Business School 1991 — 1993
Master of Business Administration (MBA), Finance and Decision Sciences, Palmer Scholar (Top 5% of Class)
Stanford University 1978 — 1981
Bachelor of Arts (B.A.), Economics, Honors (Completed studies in three years)
PricewaterhouseCoopers LLP December 2007 - Present
Lazard April 1990 - January 2001
Drexel Burnham Lambert December 1986 - March 1990
Skills
Customer Service, PowerPoint, Microsoft Office, Management, Finance, Microsoft Excel, Outlook, Project Management
Education
Stony Brook University 1978 — 1982
Bachelor's degree, Political Science and Government
Drexel Burnham Lambert July 2010 - Present
Education
Penn State University