Dreyfus Company
Industry: French officer
DescriptionAlfred Dreyfus was a French Jewish artillery officer whose trial and conviction in 1894 on charges of treason became one of the most tense political dramas in modern French history with a wide echo in all Europe. Known today as the Dreyfus affair, the incident eventually ended with Dreyfus's complete exoneration. Born: 9 October 1859, Mulhouse, France Died: 12 July 1935, Paris, France Place of burial: Montparnasse Cemetery, Paris, France Spouse: Lucie Dreyfus (m. 1891–1935) Siblings: Mathieu Dreyfus, Berthe Dreyfus, Rachel Schil,
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Dreyfus Employees
Bank of America Merrill Lynch May 2015 - Present
Statoil April 2011 - May 2015
Morgan Stanley July 2005 - April 2011
Dreyfus June 2003 - July 2005
Skills
Financial Analysis, Financial Modeling, Equities, Microsoft Excel, Sarbanes-Oxley Act, Derivatives, Fixed Income, Financial Reporting, Capital Markets, Valuation, Risk Management, Bloomberg, Investment Banking, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
Master of Science, Accounting
Fordham University 1998 — 2002
Bachelor of Science, Finance
State of NY Metropolitan Transportation Authority July 2015 - Present
NBTY 2008 - 2014
NBTY 2009 - 2012
NBTY 2008 - 2009
Arrow Electronics 2004 - 2008
Arrow Electronics 2003 - 2004
Arrow Electronics 2000 - 2003
Arrow Electronics 1998 - 2000
Avnet November 1995 - February 1998
Dreyfus September 1993 - August 1996
Skills
Business Analysis, Integration, SDLC, ERP, Sarbanes-Oxley Act, Databases, Oracle E-Business Suite, Project Management, Information Technology, Management, Cross-functional Team..., Microsoft Excel, Process Improvement, Leadership, PMP, Team Leadership, Vendor Management, Business Intelligence, Accounts Payable, MS Project, PowerPoint, Microsoft Office, Business Process..., Business Process, Accounting, SQL, Oracle Applications, IT Management, Oracle Financials, Security, Compliance, Application Development, Financial Reporting, Account Management, Internal Audit, Finance, General Ledger, Software Project..., Sarbanes-Oxley, Training, Systems Analysis, Access, Project Planning, Software Development, Oracle, Requirements Analysis, Disaster Recovery, Analysis, Program Management, Testing
Education
CUNY New York City College of Technology
Associate Applied Science with Honors, Electrical Engineering Technology, 3.75 of 4.00
Dowling College
MBA, Corporate Finance, 3.88 of 4.00
Empire State Military Academy
Diploma -Officer Candidate School, Military Officer Training
Grumman Data Systems Institute
Computer Programming Certification, Cobol, RPG, Assembler, JCL, 99 of 100
New York Institute of Technology-Old Westbury
Bachelor of Technology, Electromechanical Computer Technology, 3.80 of 4.00
Dreyfus January 2015 - Present
Port Authority of NY & NJ November 2014 - January 2015
New York City Transit January 2012 - June 2014
Centerline Capital Group September 2011 - November 2011
Pacheco & Lugo LLP November 2010 - December 2010
Skills
Microsoft Word, Microsoft Office, Legal Writing, Research, Pleadings, Outlook, Microsoft Excel, PowerPoint, Data Entry, Customer Service, Administrative..., Spreadsheets, Public Speaking, Software Documentation, Analysis, Administrative...
Education
CUNY New York City College of Technology 2008 — 2012
Bachelor of Science (B.S.), Legal Assistant/Paralegal
ABC Companies October 2012 - Present
BNY Mellon June 2002 - July 2011
Dreyfus 2000 - 2002
McKeesport Family Center 1998 - 2000
Skills
Fund Accounting, Fund Administration, Bloomberg, Corporate Actions, Corporate Class Actions, Microsoft Office, Securities, Inventory Management, Mutual Funds, Account Reconciliation, Customer Service, Back Office, Logistics
Education
Community College of Allegheny County
Psychology
Duquesne University
Communication and Media Studies
SunTrust Investment Services, Inc. November 2013 - Present
SunTrust Investment Services, Inc. December 2010 - Present
Wells Fargo Bank June 2006 - November 2010
Bank of America 2004 - 2006
Morgan Stanley November 1999 - January 2004
Dreyfus 1997 - 2000
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Certificate, Executive Program
Barry University
Keller Williams Realty - Greater Atlanta Area August 2013 - Present
Key West Cafe April 2001 - September 2011
Dreyfus April 1994 - January 1999
Skills
Real Estate, Financial Accounting, Hospitality, Customer Service, Negotiation, Accounting, Budgets, Business Planning, Small Business, Residential Homes, Property Management, Investments, Real Estate Transactions, Investors, REO, First Time Home Buyers, Sellers, Foreclosures, Sales, Selling, Contract Negotiation, Relocation, Investment Properties, Short Sales
Education
City University of New York-Hunter College 1990 — 1994
Bachelor of Science (BS), Accounting
The College of Westchester March 2000 - Present
AIG Trading Group June 2001 - June 2002
HSBC 1996 - June 2001
Dreyfus December 1990 - May 1996
Skills
Higher Education, Student Affairs, Teaching, Distance Learning, College Teaching, Academic Advising, Student Development, University Teaching, Adult Education, Curriculum Development, Curriculum Design, E-Learning, Courses, Academic Administration, Faculty Development, Public Speaking
Education
City University of New York-Herbert H. Lehman College
Bachelor of Science (BS), Accounting
City University of New York-Herbert H. Lehman College
Master of Science (MS), Business Teacher Education
Rocketrip August 2015 - Present
Paradine September 2013 - Present
Dreyfus April 2011 - September 2013
Goldman Sachs June 2009 - April 2011
Skills
Mutual Funds, Financial Modeling, Series 7, Investments, Finance, Start-ups
Education
Boston College - Carroll School of Management 2005 — 2009
BS, Finance & Marketing
KKP Research CCOHafaza InternationalNovember 2013 - Present
Merrill Lynch 1994 - 1996
Dreyfus 1992 - 1994
Skills
Fundraising, Business Strategy, Contract Negotiation, Strategic Planning, Program Management, Venture Capital, Social Media, Risk Management, Financial Modeling, Public Speaking, Nonprofits, Change Management, Team Building, Financial Analysis, Budgets, Sustainability, Marketing Strategy, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA), Global Finance
Columbia University in the City of New York 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
OppenheimerFunds September 1997 - August 2013
Schroders August 1984 - August 1997
Dreyfus July 1981 - July 1984
Skills
Asset Allocation, Portfolio Management, Risk Management, Investments, Alternative Investments, Product Development, Fund Of Funds, Investment Strategies, Equities, Portfolio Optimization, Model Portfolios, Business Strategy, Financial Risk, Investment Management, Mutual Funds, Strategy, Global Tactical Asset..., Portfolio Construction, Asset Management, Hedge Funds, Commodity, Target Date Funds, 529 Plans, Trustee, Board Projects, Proxy Voting, Manager Selection, Performance Attribution, Stock Picking
Education
Saint John's University 1980 — 1981
Master of Business Administration (MBA), Finance, General
Baruch College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sanofi June 2013 - Present
Sanofi December 2013 - February 2015
Sanofi-Aventis August 2012 - June 2013
Novartis August 2004 - June 2012
GlaxoSmithKline September 1999 - August 2004
Dreyfus June 1998 - August 1999
Skills
Pharmaceutical Sales, Account Management, New Business Development, Product Launch, Business Strategy, Budget Management, Marketing Strategy, Coaching, Training & Development, Customer Service, Volunteering, Hospitals, Endocrinology, Sales Operations, Diabetes, Internal Medicine, Pediatrics, Cardiology, Psychiatry, Urology, Territory..., Neurology, Healthcare, Rheumatology, Gastroenterology
Education
CMR Institute 2008 — 2010
Certified Medical Representative, Business and Management Strategies in Healthcare
Boston College
Bachelor of Science (BS), Business Management/Psychology
J.P. Morgan Asset Management April 2015 - Present
MUFG Union Bank N.A. March 2013 - April 2015
BizLink Group Inc. April 2012 - June 2014
Genesis10 January 2013 - March 2013
Barclays Wealth January 2009 - April 2012
Barclays Capital September 2008 - December 2008
Lehman Brothers November 2003 - October 2008
Neuberger Berman November 1998 - November 2003
Dreyfus January 1996 - November 1998
US Navy February 1993 - February 1995
Skills
Business Brokerage, Small Business, Real Estate Investment, Real Estate, IT Strategy, IT Management, Data Warehousing, Business Intelligence, Database Management, Integration, Program Management, Architecture, SDLC, Team Leadership, Database Admin, Team Building, Enterprise Architecture, SQL, Databases, Quality Assurance, Software Project..., Investment Properties, PMO, Management, Recruiting, Business Analysis, Vendor Management, Leadership, Project Management, Microsoft SQL Server, Software Development, Management Consulting, Disaster Recovery, Change Management, Project Portfolio..., Strategy, Security, Process Improvement, Executive Management, CRM, Outsourcing, Architectures, Mergers & Acquisitions, Analysis, Project Delivery, Information Technology, Business Process..., Testing, Visio, Requirements Analysis
Education
Berkeley College 1995 — 1996
Business Management
US Navy 1993 — 1995
Bergen Community College 1992 — 1993
Undecided
Elmwood Park Memorial High School 1988 — 1992
West Palm Beach Hospital 2013 - Present
NYISE September 2007 - February 2012
Dreyfus June 2003 - May 2007
YMCA of Greater New York 2005 - 2006
Montefiore Medical Center 2004 - 2005
Skills
Case Managment, Social Services, Public Speaking
Education
City University of New York-Hunter College 2005 — 2006
Master of Social Work (MSW), Community Organization and Advocacy
SUNY Stony Brook 2001 — 2005
Bachelor of Science (BS), Social Welfare and Business Administration
J.P. Morgan January 2015 - Present
MUFG Americas August 2014 - January 2015
Infinity Info Systems ( a Genesis10 company) January 2014 - August 2014
Genesis10 August 2012 - July 2014
The C&L Group February 2012 - July 2012
Barclays Wealth September 2010 - September 2011
Barclays Wealth September 2008 - September 2010
Lehman Brothers October 2003 - September 2008
Neuberger Berman November 1998 - October 2003
Dreyfus September 1995 - November 1998
Skills
IT Strategy, Program Management, Integration, Vendor Management, Leadership, Business Intelligence, SDLC, Business Development, Outsourcing, Process Improvement, Project Portfolio..., PMO, IT Management, Business Process, Risk Management, Requirements Analysis, Business Process..., Executive Management, Software Project..., Asset Management, Change Management, Cloud Computing, PMP, Investment Banking, Team Building, Management Consulting, IT Service Management, ITIL, Team Leadership, Talent Acquisition, New Business Development, SaaS, Process Engineering, IT Outsourcing, Talent Management, Business Management, Analytics, Managed Services, Mobile Applications, Salesforce.com, Agile, Consultancy, Transition Planning, ITSM, Service Desk, Application Support, Application Development, K2, Cyber-security, Agile Methodologies
Education
Adelphi University 1984 — 1988
B.A 1988, Management and Communication
New York University
M.S, Management and Systems
JP Morgan August 2010 - Present
DRSC 2010 - 2011
Legg Mason 2006 - 2010
Citigroup 1997 - 2006
Dreyfus August 1992 - February 1997
Skills
Financial Reporting, Budgeting, Hedge Funds, Mutual Funds, Accounting, Asset Management, Mergers, Valuation, Fund Accounting, Budgets, Asset Managment, Alternative Investments, Analysis, Banking, Bonds, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Funding, Investments, Management, Mergers, Securities
Education
City University of New York-Brooklyn College 1989 — 1992
BS, Accounting
North Shore Beach Property Owners Association August 2013 - August 2015
Beanberry's Cafe & Yogurt Bar January 2011 - December 2014
Gallery Cafe May 2004 - December 2014
Dreyfus July 2001 - November 2003
Ladenburg Thalmann May 1999 - May 2001
Skills
Product Development, Project Management, Financial Modeling, Budgets, Management, Strategic Planning, Risk Management, Banking, Finance, Financial Analysis, Strategy, Due Diligence, Trading, Mutual Funds, Portfolio Management, Equities, Investments, Leadership, Start-ups, Business Strategy, Entrepreneurship, Sales, Sales Management, Asset Management, Marketing, Social Media, Capital Markets, Financial Services, Business Planning, Small Business, Social Networking, Social Media Marketing, Hedge Funds, Valuation, Securities, Mergers, Negotiation, Real Estate, Private Equity, Executive Management, Alternative Investments, Fixed Income
Education
Alfred University 1997 — 2000
BS, Bio/Chem
Saks Fifth Avenue - Saks Direct May 2013 - Present
Xignite February 2012 - March 2013
Bank of America February 2004 - December 2011
SIAC June 1997 - February 2004
Citi April 1993 - June 1997
Dreyfus 1987 - 1993
Skills
Visio, SharePoint, Equities, SDLC, Business Analysis, MS Project, Software Project..., Project Planning, Program Management, Trading Systems, Electronic Trading, Cloud Applications, Cloud Computing, Word, Excel, PowerPoint, JIRA, Confluence, Requirements Analysis, Derivatives, User Acceptance Testing, SaaS, CRM, Management, PMO, Cross-functional Team..., Market Data, Trading, Microsoft Project
Education
Pace University - Lubin School of Business 1989 — 1993
MBA, Finance and Information Systems
SUNY Binghamton 1981 — 1984
BA, Economics
WSP USA December 2013 - Present
1199 National Benefit Fund February 2013 - September 2013
The NorthPark Group, LLC January 2012 - June 2012
ACS - A Xerox Company March 2010 - September 2011
ACS 2005 - March 2011
Chubb Insurance 1996 - 2005
Dreyfus 1990 - 1996
Skills
Project Management, Troubleshooting, Access, Analysis, Business Analysis, Vendor Management, PMP, Databases, Process Improvement, ITIL, Microsoft Office, Systems Analysis, SharePoint, Requirements Analysis, MS Project, Servers, SDLC, Management, Information Technology, Integration, IT Management
Education
Boston University
BA, Computer Science
Montclair State University
MBA, Management
Bank of New York Mellon December 2006 - Present
Dreyfus June 2003 - December 2006
Skills
Mutual Funds, Fund Accounting, ETFs, Swaps, Accounting, Bloomberg Terminal, Corporate Actions, Equities, Cash Management, Equity Trading
Education
Dowling College 1999 — 2001
MBA, International Banking and Finance
Towson University 1995 — 1999
Bachelor of Arts (B.A.), Sports Management
American InterContinental University September 2012 - Present
RMEnergy January 2012 - Present
Dale Carnegie Training 2010 - Present
Sales Results Inc. January 2010 - December 2010
VALIC 2006 - 2009
Dreyfus 1999 - 2006
Hartford Computer Group 1998 - 1999
Communispond 1996 - 1999
Pacific Learning Systems 1995 - 1996
Wilson Learning 1993 - 1995
Education
DePaul University 1972 — 1976
Sociology, Liberal Arts
OnDemand Resources March 2006 - Present
Capital One January 2001 - March 2006
Pfizer August 1996 - October 1999
Dreyfus 1992 - 1994
Skills
Strategic Sourcing, Change Management, Acquisition Integration, Business Process..., Organizational Design, Operations Management, Project Management, Operational Excellence, Vendor Management, Management Consulting, Supply Chain Management, Financial Services, Procurement, Analytics, Process Improvement, Program Management, Negotiation, Management, Business Strategy, Strategy, Leadership, Cross-functional Team..., Business Transformation, Global Sourcing, Business Development, Outsourcing, Purchasing, Risk Management, Six Sigma, Sourcing, Performance Improvement, Supply Chain, Consulting, Business Planning, Strategic Planning, Continuous Improvement, Start-ups, P&L Management, Team Leadership, Mergers & Acquisitions, Process Engineering, Team Building, Contract Negotiation, Competitive Analysis, Project Portfolio..., Recruiting, Executive Management, CRM, Contract Management, Business Process
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
Barnard College 1990 — 1992
BA, English
University of Wisconsin-Madison 1987 — 1989
Mamaroneck High School 1984 — 1987
Allianz Global Investors January 2013 - Present
Allianz Global Investors February 2008 - January 2013
Dreyfus 2004 - 2008
Dreyfus 2001 - 2003
Education
Arizona State University 1985 — 1989
Goldman Sachs May 1999 - Present
Standard & Poor's March 1997 - May 1999
Dreyfus November 1993 - March 1997
Skills
Equities, Capital Markets, Management, Investment Banking, Fixed Income, Investment Management, Trading Systems, Derivatives, Market Data
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
Radio Engineering Institute 1986 — 1990
Bachelor's degree, Mechatronics, Robotics, and Automation Engineering
AIG December 2013 - Present
American International Group August 2010 - December 2013
BNY Mellon May 2001 - August 2010
Societe Generale August 1999 - May 2001
Interim Technology November 1997 - August 1999
Marsh February 1997 - November 1997
Dreyfus May 1994 - February 1997
Skills
Project Portfolio..., Outsourcing, SDLC, Portfolio Management, Program Management, Process Improvement, Change Management, IT Governance, Strategic Planning, Process Engineering, Vendor Management, Budgeting, Resource Management, Quality Assurance, MS Project, SharePoint, SQL, IT Strategy, Business Process..., Software Development, Microsoft Office, Planning, SQL Server, Testing, Team Leadership, Visio, Product Development, Windows, Excel, PPM, Portfolio Strategy, Portfolio Optimization, HP PPM 9.1, Business Objects, Governance, Project Planning, PMO, IT Management, Budgets, Project Management, PMP, Management, Enterprise Software, Leadership, Management Consulting, Business Analysis, CRM, Risk Management, Software Project..., Business Process
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1994
Bachelor of Business Administration, Finance
Bronx High School of Science 1984 — 1988
Regents Diploma, Mathematics and Computer Science
Merrill Lynch November 1999 - Present
Dreyfus February 1990 - November 1999
E. David Stephens Commodities April 1985 - November 1987
Skills
Risk Management, Team Leadership, Problem Solving, Training Coordination, Compliance, Training, Securities, Management, Series 63, Financial Services, Analysis, Human Resources, Recruiting, Sales, Series 7, Equities, Asset Allocation, Negotiation, Mutual Funds, Portfolio Management, Retirement Planning, Financial Analysis, Investments, CRM, Banking, Finance, Wealth Management
Education
Adelphi University
Bachelor of Business Administration
Ithaca College
Business
Principal Financial Group January 2005 - Present
Dreyfus October 1986 - January 2000
Kidder, Peabody & Co., Inc October 1982 - June 1984
Burroughs Corporation May 1981 - October 1982
Skills
Social Security, Annuities (Variable &..., Series 6,7,24,63,65..., Asset Allocation, IRA's (Traditional &..., College Funding..., Mutual Funds, Medicare, Sales, Marketing
Education
Babson College 1977 — 1981
BS, Finance / Quantitative Methods
Needham High School
Dreyfus 1985 - 2000
Skills
Mutual Funds, Asset Managment, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Cornell University 1981 — 1985
BS, Economics
Wantagh High School
MacDaddy O's Ltd. 2014 - Present
Wayne Mack, CFP® 2013 - Present
USAA 2011 - 2013
Scivantage 2008 - 2010
Informa Investment Solutions 2005 - 2008
FPA GHV 2005 - 2008
Financial Planning Association of New York 2001 - 2005
JPMorgan Chase 1998 - 2004
Dreyfus 1997 - 1998
Modell's Sporting Goods 1993 - 1996
Skills
Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Wealth, Securities, Investment Advisory, Retirement Planning, Financial Services, Financial Planners, Finance, Asset Allocation, High Net Worth..., Certified Financial..., Portfolio Management, Investment Strategies, Insurance, Series 63, Asset Management, Investment Management, Financial Advisory, Retirement, Investments, Financial Markets, Equities, Fixed Annuities, Bonds, Estate Planning, FINRA, Fixed Income, Wealth Management..., Banking, Financial Planning, Alternative Investments, 401k
Education
Cannon Financial Institute 2011 — 2011
Certified Wealth Strategist, Wealth Management
Long Island University 1998 — 2000
Certified Financial Planning Program, CFP - Financial Planning, 3.75
Binghamton University 1983 — 1987
BA, Economics
East Meadow School District May 2010 - Present
Nassau County July 2005 - Present
JPMorgan Chase January 2005 - July 2005
Goldman Sachs May 2004 - January 2005
NYC Department of Education June 2003 - May 2004
Harris Lauren Associates November 2002 - May 2004
Netik 2000 - 2002
TNT Express August 1995 - October 2000
Dreyfus August 1992 - August 1995
Bankers Trust May 1986 - August 1992
Skills
Vendor Management, Financial Services, Banking, Project Management, Strategic Planning, Business Analysis, Program Management, Access, Risk Management, Team Building, Microsoft Office, Disaster Recovery, Change Management, Process Improvement, Securities, Microsoft Word, Coaching, Financial Analysis, CRM, Analysis, Training, System Administration, Management, Management Consulting, Data Warehousing, Integration, Government, Strategy, Requirements Analysis, SDLC, Budgets, Public Speaking, Security, Finance, Consulting, Situational Leadership
Education
Baruch College, City University of New York (CUNY) 1980 — 1986
MBA, Information Technology
Saint John's University 1973 — 1977
BA, Political Science and Psychology
UnityWorks! September 2009 - Present
Arquette & Associates July 2009 - January 2012
FashionAble January 2000 - August 2009
All Nations Christian Fellowship March 2007 - March 2009
Creative Home Fashions LLC January 2002 - December 2006
Associated Merchandising Corporation October 1996 - October 1999
FashionAble/Various Clients January 1991 - August 1995
General Electric August 1985 - August 1990
Dreyfus July 1984 - July 1985
Skills
Voice Over, Marketing, Product Development, Public Speaking, Advertising, Management, Training, Creative Direction, Sales Operations, Business Development, Authority
Education
Bethany College 1981 — 1984
BA, Economics/Finance
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
ARK Global, LLC September 2014 - Present
Nomura Asset Management April 2011 - November 2013
TCW Investment Management Co. December 2004 - January 2011
Janus Capital Group 2002 - 2003
Dreyfus 2000 - 2001
Natixis- Nvest/New England Funds 1995 - 2000
Education
Boston College
BS
St. Joseph's Prep
Griffin Capital Securities September 2012 - Present
John Hancock Funds October 2005 - September 2012
Dreyfus September 2003 - October 2005
Federated Investors February 1998 - September 2003
Skills
Licenses 6, 7, 63, 65,..., Series 7, Mutual Funds, Series 63, Series 6, Alternative Investments
Education
Boston College - Carroll School of Management 1994 — 1997
Bachelor of Science, Marketing
Prague School of Economics
Wharton SII
Joel Isaacson & Co., LLC January 2012 - Present
Joel Isaacson & Co., LLC July 2006 - December 2011
Joel Isaacson & Co., LLC January 2003 - June 2006
Joel Isaacson & Co., LLC January 2000 - December 2002
Dreyfus March 1998 - December 1999
Skills
Wealth Management, Financial Planning, High Net Worth..., Asset Allocation, Investments, Retirement Planning, Cash Flow, Tax Planning, Insurance, Estate Planning
Education
College for Financial Planning 1999 — 2002
Financial Planning
Dreyfus Corporate Training Program 1998 — 1998
University at Albany, SUNY 1991 — 1995
BA, American History, Business Administration
Dreyfus August 2007 - August 2015
MainStay Investments (New York Life) April 2004 - August 2007
Putnam Investments 2000 - 2003
Evergreen Investments 1996 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Investment Advisory, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 63, Alternative Investments, Fixed Annuities, Variable Annuities, Series 65, Investments, Certified Financial..., Life Insurance, Portfolio Management, Securities, Investment Strategies
Education
Auburn University
International Business
Morgan Stanley November 2014 - Present
New York City January 2013 - November 2014
Columbia Management October 2003 - December 2012
Dreyfus April 2001 - August 2003
Credit Suisse First Boston July 1996 - November 2000
Oppenheimer & Co. January 1995 - June 1996
Kidder Peabody April 1994 - December 1994
Lord Abbett June 1984 - March 1994
Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting
Hamilton College
A.B., cum laude, Economics
Weichert Realtors August 2004 - Present
The Dreyfus Corporation May 1992 - September 2001
dreyfus 1991 - 2001
Skills
Short Sales, First Time Home Buyers, Foreclosures, Townhomes, Relocation, Sellers, SFR, New Home Sales, Listings, Buyer Representation, Single Family Homes, Rentals, Condos, Referrals, Real Estate, Investment Properties, Buyers, Investors, Move Up Buyers, Vacation Homes, Waterfront, New Homes, ABR, REO, Seniors, Real Property, Luxury, Home Staging, Resellers, Residential Homes, Real Estate Transactions
Education
Monmouth University 1999 — 2001
MBA, Business
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, ACCOUNTING
Energy Solutions June 1998 - Present
Dreyfus January 1996 - January 1998
Skills
Contract Negotiation, Energy, Energy Audits, Energy Efficiency, Energy Management, Entrepreneurship, Management, Procurement, Renewable Energy, Photovoltaics, Alternative Energy, Solar Energy, Energy Conservation, Sustainability, Power Generation, Analysis, New Business Development, Project Management
Education
City University of New York City College 1986 — 1989
Stuyvesant High School 1983 — 1986
Convergex July 2005 - Present
Instinet Incorporated February 2002 - July 2005
Dreyfus August 1999 - February 2002
Skills
Series 7, Series 63, Client Services, Client Relations, Sales, Pension Funds, Trading, Equities, Securities, Account Management
Education
Adelphi University
Bachelor of Arts (B.A.), English Language and Literature, General
John Jay College September 2013 - Present
Adelphi University November 2011 - February 2013
Adelphi University June 2009 - November 2011
CardWorks October 2004 - October 2008
Nassau County Department of Social Services October 2002 - October 2004
Weber Asset Management September 1999 - October 2002
Dreyfus November 1998 - September 1999
Dreyfus September 1997 - November 1998
Dreyfus March 1996 - September 1997
Early Career 1993 - 1996
Skills
Microsoft Office, Student Affairs, Higher Education, Student Development, Public Speaking, Research, Financial Reporting, Financial Services, Program Development, Staff Development, Microsoft Excel, Financial Analysis, Derivatives, TQM, Valuation, Technical Analysis, Fundamental Analysis, Statistics, Economics, Six Sigma, Leadership Development, Nonprofits, Investments, Team Leadership, Leadership, Financial Aid..., Student Financial Aid, Student Loans, Foreign Exchange..., Finance, Management, Program Management, Analysis, Training, PowerPoint, Time Management, Community Outreach, Accounting, Strategic Planning, Customer Service, Data Analysis, Access, Enrollment Management, Process Improvement, Software Documentation, Admissions, Career Counseling, College Teaching, Academic Advising, Higher Education...
Education
Adelphi University
Master of Business Administration (MBA), Finance
SUNY Oneonta
Bachelor of Science (BS), Speech Communication and Rhetoric
Cablevision November 2014 - Present
TEN: The Enthusiast Network March 2007 - November 2014
Hearst Magazines June 2006 - February 2007
Primedia March 2003 - June 2006
CMP Media February 1997 - March 2003
Lucidity, Inc October 1999 - December 2000
UBS September 1996 - February 1997
Dreyfus March 1996 - August 1996
Skills
E-commerce, Drupal, Wordpress, Web Development, Project Management, CSS, Start-ups, Management, JavaScript, Google Analytics, Web Content Management, HTML, Social Media, Social Media Marketing, Budgets, MySQL, WordPress, Apache, Software Development, Strategy, Business Analysis, Program Management, Quality Assurance, Databases, Oracle, Web Applications, Agile Methodologies, Business Intelligence, System Administration, HTML 5, Agile Project Management, jQuery, SDLC, Database Design, HTML5, Publishing, Digital Media, Mobile Applications, Digital Strategy, Online Advertising
Education
Bard College
BA, Mathematics
Columbia University in the City of New York
BS, Mechanical Engineering
High School of Art & Design
High School Diploma, Architecture
United Benefit Pensions Inc. December 1998 - Present
Dreyfus August 1995 - December 1998
Skills
Retirement Planning, Pensions, Retirement, 401k, Management, Employee Benefits, Finance, Sales, Insurance, Business Planning
Education
Dowling College 1992 — 1995
MBA, General Management, Finance
State University of New York College at Oneonta 1983 — 1987
BA, General Studies, Minor is Business and Music
Allianz Global Investors February 2010 - Present
Legg Mason April 2008 - February 2010
Lehman Brothers July 2007 - March 2008
Dreyfus November 2000 - June 2007
Rapp Collins Worldwide April 1999 - November 2000
Foote, Cone & Belding September 1998 - April 1999
Education
City University of New York-Hunter College 2000 — 2008
Religion
University of Rochester 1996 — 1998
Political Science
Wintrust Wealth Management October 2008 - Present
Dreyfus 1993 - 2008
Skills
Wealth Management, Securities, Asset Allocation, Series 7, Mutual Funds, Equities, Uniform Combined State..., Portfolio Management, Fixed Income, Insurance, Investments, 401k Rollovers, Retirement Planning, Financial Advisory, Retirement, Series 63, Series 66, Hold Series 7, 401k, Estate Planning, Strategic Financial...
Education
Colorado Technical University 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.8
Deutsche Bank January 2014 - Present
Allianz Global Investors June 2011 - March 2013
Allianz Global Investors March 2010 - June 2011
BNY Mellon October 2007 - March 2011
Dreyfus June 2005 - October 2007
Skills
Mutual Funds, Securities, Series 7, Investments, Risk Management, Financial Services, Series 63, Fixed Income, Finance, Client Services, Analysis
Education
State University of New York at Binghamton
Bachelor of Science (BS), Financial Economics, Cum Laude Graduate
Nomura July 2015 - Present
Nomura May 2014 - August 2014
Belltower Books April 2012 - April 2014
Dreyfus June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Hertz Homes, Inc. July 2011 - August 2011
Skills
Investments, Sales, Competitive Analysis, Marketing Strategy, Mutual Funds, Microsoft Excel, Economics, Leadership, Market Research, Portfolio Management, Financial Analysis, Financial Modeling, Finance, Teamwork
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.57
West Morris Mendham High School 2007 — 2011
OppenheimerFunds April 2004 - Present
Dreyfus 1999 - 2004
Nuveen Investments 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Retirement Planning, Retirement, Financial Advisory, Sales
Education
Boston University 1987 — 1991
BA, Englsh
Suffield Academy
Dreyfus February 2007 - Present
Dreyfus August 2005 - February 2007
Dreyfus February 2004 - August 2005
Dreyfus November 1998 - February 2004
Skills
Business Analysis, Operational Risk..., Risk Management, Mutual Funds, Asset Managment, Process Improvement, Project Management, Asset Management, Financial Reporting, Portfolio Management, Management, Forecasting, Investments, Financial Services, Finance, Accounting, Fund Accounting, Account Reconciliation, Securities, Derivatives, Financial Analysis, Analysis, Financial Statements, Fund Administration, Software Project..., Middle Office
Education
Binghamton University - School of Management 1991 — 1995
Bachelor's Degree, Management/Finance
Nazareth Regional High School 1987 — 1991
O.C.M.E. Customer Service RepresentativeCablevisionDecember 2006 - April 2010
Dreyfus October 1991 - November 2005
Education
Hunter College
Bachelor of Applied Science (B.A.Sc.), Accounting
Scientific Design Company Inc July 2013 - Present
Scientific Design Company May 2013 - July 2013
DRS Technologies, Inc March 2011 - April 2013
Assured Guaranty/Financial Security Assurance January 2004 - October 2010
Financial Security Assurance January 2000 - January 2004
Financial Security Assurance July 1997 - January 2000
Dreyfus February 1997 - July 1997
Skills
Active Directory, Microsoft Exchange, Servers, Network Administration, Windows Server, Disaster Recovery, Virtualization, Project Management, VMware, Security, Blackberry Enterprise..., Integration, Information Technology, Data Center, Windows Sharepoint..., Vendor Relationships, iPhone, Network Monitoring Tools, SysAid
Education
City University of New York-Hunter College 1994 — 1998
Computer Science
Ivy Funds Distributor, Inc. May 2006 - Present
Dreyfus May 1999 - May 2002
Royce & Associates May 1995 - April 1999
Paine Webber November 1983 - May 1995
Sutro & Company August 1982 - September 1983
Education
Dartmouth College 1978 — 1982
BA, Economics
St. Ignatius College Prep 1974 — 1978
Calamos Investments June 2013 - Present
Dreyfus November 2006 - June 2013
Touchstone Investments August 2001 - October 2006
MFS Investment Management April 2000 - August 2001
Fidelity Investments October 1998 - March 2000
Pitney Bowes January 1998 - September 1998
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Series 63, Series 6, Financial Services, Separately Managed..., Financial Advisory, Series 65, New Business Development, Variable Annuities, Sales, Wealth Management, Leadership
Education
Boston University 1993 — 1998
Bachelor of Arts
Insperity August 2006 - Present
Executive Leadership Symposium 2002 - Present
FreeBusinessAssessment.com February 2013 - Present
ICICI Infotech 2001 - 2002
ENTEX IT Service/Siemens Business Services 1999 - 2001
WGIS, Inc. 1995 - 1999
J.P. Morgan 1994 - 1995
Dreyfus 1992 - 1994
Dreyfus 1992 - 1992
Skills
Strategy, Entrepreneurship, Business Strategy, Consulting, Leadership, Management, Sales, Performance Management, Business Planning, Leadership Development, Program Management, Outsourcing, Change Management, Strategic Planning, Business Analysis, Employee Engagement, New Business Development, Human Resources, Start-ups, Recruiting, Working Capital..., Executive Management, Business Networking, Customer Satisfaction, Budgets, Technology Management, Sales Management, Project Management, Third Party Vendor..., Diversity, Conference Production, Engagement Management, Sales Channel..., Mentoring, Sales Process
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Certified Business Performance Advisor (CBPA)
Dowling College 1992 — 1994
MBA
Syracuse University 1988 — 1990
Bachelor of Science, Finance
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Affinion Group (Tek Systems) February 2012 - February 2013
Unilever - Consultant April 2010 - November 2011
Montefiore Medical Center - Emerging Health IT Consulting March 2002 - June 2009
Oracle Partners October 2001 - February 2002
UBS-Perot-UBS Union Bank of Switzerland Asset Management September 1996 - June 2001
Dreyfus November 1989 - September 1996
Ernst & Young Technology Consulting December 1988 - June 1989
Skills
Project Management, Process Improvement, Infrastructure, ITIL, IT Service Management, Data Center, Quality Assurance, Project Planning, Networking, Business Intelligence, SharePoint, Servers, Management, Outsourcing, Business Process, Documentations, Troubleshooting, Wireless, Budgets, Workflow Design, Business Strategy, Scope Risk Management, Gap Assessment, IT Strategy, Virtualization, Healthcare Information..., Financial Industry, International..., Vendor Management, Telecommunications, Visio, MS Project, Outcome Analysis, Disaster Recovery, Business Analysis, Information Technology, Integration
Education
Columbia University in the City of New York 1992 — 1997
Certificate, Network Design
Stockton University 1979 — 1985
BA, Environmental Science
MSCI Inc. April 2014 - Present
AIG October 2013 - January 2014
Bank of America February 2013 - August 2013
Dreyfus September 2012 - December 2012
JCC in Manhattan June 2012 - August 2012
Nickelodeon January 2011 - May 2011
New York City Housing Authority June 2010 - August 2010
NYC Human Resources Administration December 2009 - January 2010
Monticello Green Houses May 2009 - August 2009
Skills
Microsoft Office, Human Resources, College Recruiting, Event Planning, Interviewing Skills, Research, Project Coordination, Recruiting, Windows, Photoshop Elements, Lexis, OS X, Editing, Aperture, Lexis Nexis, Mac OS X
Education
Cornell University 2009 — 2012
BS, Industrial and Labor Relations
State University of New York at Binghamton 2008 — 2009
Transfered, Philosophy: Politics and Law
Monticello High School 2004 — 2008
BNY Mellon August 2014 - Present
Dreyfus April 2010 - August 2014
Dreyfus April 2008 - March 2010
Dreyfus October 2006 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Banking, Risk Management, Finance, Data Analysis, Financial Services, Investments, Teamwork
Education
Bryant University 2002 — 2006
Bachelor of Arts (BA), Finance, General
Bank of Tokyo-Mitsubishi November 2007 - April 2012
GIC May 2005 - September 2007
Dreyfus March 1999 - February 2005
Bankers Trust 1994 - 1999
Skills
Agency MBS, MBS, Asset Managment, Fixed Income, Portfolio Management, Investment Management, Financial Modeling, Bloomberg, Asset Management, Bonds, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Structured Finance, Structured Products, Trading
Education
Columbia University in the City of New York 1988 — 1992
B.S., Industrial Engineering
Columbia Engineering
B.S., Industrial Engineering
Federated Investors September 2010 - Present
Alliance Bernstein April 2007 - September 2010
AllianceBernstein Investments April 2007 - March 2010
Dreyfus March 2005 - April 2007
Bank of New York Mellon - Dreyfus 2005 - 2007
AXA Equitable August 2004 - January 2005
AXA Equitable August 2004 - January 2005
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Asset Allocation, Alternative Investments, Series 6, Investments, Retirement Planning, Asset Managment, Wealth Management, Uniform Combined State..., Investment Management, Equities, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2012 — 2012
CIMA, IMCA Certified Investment Management Program
American University 1997 — 2002
BS, Business Administration
American University 1999 — 2001
Bachelor of Science, Business Administration; International Marketing Specialization
American University - Kogod School of Business 1997 — 2001
BS, Business Administration
BNY Mellon 2001 - Present
BNYMellon November 1979 - Present
Dreyfus 1979 - Present
Education
City University of New York-John Jay College of Criminal Justice 1971 — 1975
Memorial Sloan-Kettering Cancer Center January 2010 - Present
Memorial Sloan-Kettering Cancer Center August 2009 - December 2009
Memorial Sloan-Kettering Cancer Center May 2006 - December 2009
KPMG Advisory April 2004 - April 2006
Dreyfus June 2003 - March 2004
Skills
Performance Management, Six Sigma, Data Analysis, Process Improvement, Business Intelligence, Strategic Planning, Change Management, Budgets, Business Process..., Project Management, Business Analysis, Team Building, Management, Risk Management, Management Consulting, Leadership, PeopleSoft, Customer Service, Business Strategy, Lean Manufacturing, Operations Management, Recruiting, Healthcare, Supply Chain, Access, Analysis, Forecasting, Internal Audit, Financial Analysis, Financial Reporting, Finance, Auditing, Policy, Sarbanes-Oxley Act, Managerial Finance, Accounting, Software Documentation, Financial Modeling, SAP, Microsoft Excel, Business Process, Cross-functional Team..., Internal Controls, Visio, Strategy, Program Management, Mergers & Acquisitions, Training, HIPAA, Healthcare Management
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
M.S., Accounting
Villanova University 2010 — 2010
Certificate, Lean Six Sigma Black Belt
New York University 2007 — 2010
MPA, Health Services Financial Management
State University of New York at Old Westbury 2001 — 2003
B.S., Finance
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
Citrin Cooperman January 1999 - Present
Dreyfus 1998 - 1999
Skills
Income Tax, Accounting, Financial Reporting, Auditing, Tax, Small Business, Corporate Tax
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Accounting
Dreyfus August 2015 - Present
Genworth Financial July 2008 - August 2015
Ambac Assurance Corp July 2000 - January 2008
Standard & Poors January 1997 - July 2000
Skills
Securitization, Capital Markets, Fixed Income, Structured Finance, Bonds, ABS, Derivatives, Structured Products, Securities, MBS, Financial Structuring, Alternative Investments, Portfolio Management, Bloomberg, Hedge Funds, Financial Modeling
Education
City University of New York-Baruch College
BBA, Finance
Fordham University - Graduate School of Business Administration
MBA, Finance, International
Synapse Group Inc. a Time Inc. Company August 2011 - Present
Synapse Group Inc. a Time Inc. Company 2004 - Present
Synapse Group Inc. a Time Inc. Company 2004 - Present
Synapse Group Inc. a Time Inc. Company 2004 - Present
Synapse February 1998 - February 2004
Dreyfus 1986 - 1996
Skills
Marketing Communications, Print Production, Direct Mail Marketing, Direct Mail List..., Direct Mail, Digital Printing, Direct Mail Campaigns, Direct Marketing, Customer Acquisition, Marketing Strategy, Marketing
Education
City University of New York-Baruch College 1980 — 1983
Bachelor of Business Administration (BBA), Marketing
SUNY at Stoneybrook 1979 — 1980
Bank Hapoalim March 2003 - Present
Morgan Stanley March 1996 - February 2002
Dreyfus April 1988 - October 1995
Skills
Disaster Recovery, IT Management, TCP/IP, Virtualization, Network Security, Information Security..., Firewalls, Information Security, Unix, Active Directory, Troubleshooting, Enterprise Architecture, Business Analysis, IT Strategy, VMware, SQL, Databases, Shell Scripting, Solaris, IBM Mainframe
Education
City University of New York City College
Mathematics and Computer Science
Thomas A. Edison Voc. & Tech. High School
Electrical and Electronics Engineering, A
JFK Health System September 1997 - Present
Dreyfus September 1987 - 1997
AllState Vehicle Leasing 1984 - 1987
Skills
Project Management, Strategic Planning, Customer Service, Technical Architecture, Healthcare Information..., HIPAA, Informatics, Healthcare, Disaster Recovery, EMR, Vendor Management, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Masters in Information Systems Mgmt, Information Technology - Concentration in Healthcare, Summa Cum Laude
City University of New York-Brooklyn College 1981 — 1984
BS, Computer Information Systems
SUNY Albany 1979 — 1981
Bachelor's degree, Computer Science
Canon USA January 2000 - Present
Chubb Computer Services October 1996 - April 1999
Dreyfus 1989 - 1996
Skills
Instructional Design, Selling Skills, Training, Learning Management..., Project Management, Leadership, Customer Service, Management, Sales, Hands-on Training, Microsoft Office, JavaScript, E-Learning, Coaching, Strategy, Strategic Planning, Management Development, Employee Training, Instructor-led Training, Training Delivery, Needs Analysis, Learning Management, Blended Learning, Curriculum Development, Workshop Facilitation, Performance Improvement, Change Management, Program Management, Sales Process, Solution Selling, B2B
Education
Adelphi University 1986 — 1989
Bachelor of Science, Management Communications
Optima Fund Management August 2004 - Present
Royal Bank of Canada September 1999 - August 2004
RNET Corporation January 1997 - September 1999
Dreyfus 1992 - 1997
RNET Corp January 1987 - May 1992
Skills
Valuation, Equities, Hedge Funds, Derivatives, Trading, Portfolio Management, Structured Products, Asset Allocation, Trading Systems, Equity Trading, Alternative Investments, Investment Management, Fund Of Funds, Securities, Financial Services, Risk Management, Due Diligence, Equity Derivatives, Mutual Funds, Structured Finance, Fixed Income, Bloomberg, Asset Management, Financial Risk, Capital Markets, Finance, Investment Strategies, Series 63, Private Equity, Investor Relations, Quantitative Analytics, Options, FX Options, Investments, Emerging Markets, Bonds, Financial Markets, Investment Banking, Electronic Trading, Prime Brokerage, Credit Derivatives, Funding, Market Data, Financial Modeling, Swaps, Market Risk, Fund Accounting, Middle Office, Commodity, Sybase
Education
City University of New York-Brooklyn College 1984 — 1988
CIS, Computer & Information Studies
Hot Box Barn LLC April 2013 - Present
DLM Partners, LLC 2007 - Present
CrossFit Sine Pari January 2012 - April 2013
Circle T Partners January 2004 - December 2004
Dreyfus February 2000 - November 2003
Robertson Stephens & Co. February 1997 - March 2000
Burns McClellan 1993 - 1995
Skills
Asset Management, Financial Modeling, Equities, Valuation, Investments
Education
Cornell University 1989 — 1993
Standard Life Investments March 2012 - Present
MaisFour Enterprises LLC July 2011 - Present
Van Eck Global November 2011 - December 2014
BNY Mellon Asset Management January 2007 - May 2011
Dreyfus December 2006 - May 2011
EACM Advisors 2001 - 2006
Evaluation Associates 1989 - 2004
The MONY Group 1981 - 1989
Manhattan Life 1979 - 1981
US Army January 1970 - May 1980
Skills
Asset Managment, Hedge Funds, Mutual Funds, Equities, Investment Strategies, Fixed Income, Asset Allocation, Investments, Portfolio Management, Capital Markets, Securities, Wealth Management, Bloomberg, Private Equity, Emerging Markets, Due Diligence, Financial Services, Series 7, Investment Management, Asset Management
Education
Columbia University - Columbia Business School 1987 — 1987
Certificate, Executive Education
Iona College 1972 — 1976
MBA, Finance
Belmont Abbey College 1965 — 1969
AB, Economics
MUFG in the Americas September 2015 - Present
Neuberger Berman May 2009 - September 2015
Lehman Brothers November 2004 - April 2009
Neuberger Berman April 2001 - October 2004
Dreyfus February 1998 - April 2001
Viacom Outdoor March 1997 - February 1998
Skills
SQL, SDLC, Databases, Microsoft SQL Server, Software Development, T-SQL, Business Analysis, ASP.NET, Sybase, Requirements Analysis, Architecture, Agile Methodologies, .NET, WCF, Data Analysis, Crystal Reports, Web Applications, Database Design, Software Project..., Architectures, Application Development, C#, HTML, JavaScript, Visual Studio, AJAX, Documentation, Web Services, Team Leadership, CSS, SOA, Data Modeling, DHTML, ASP.NET AJAX, Requirements Gathering, Solution Architecture, jQuery, Scrum, Data Warehousing, Visio, Enterprise Architecture
Education
City University of New York-Brooklyn College 1989 — 1994
BS, Accounting
Broadridge April 2009 - Present
Consultant March 2008 - April 2009
Bank of New York Mellon November 2005 - February 2008
JPMorgan Chase April 2003 - November 2005
Prudential Securities October 2000 - November 2002
Chase Investment Services Corp March 1997 - October 2000
Vytra Health Plans September 1996 - March 1997
Dreyfus January 1990 - September 1996
Skills
Product Management, Mutual Funds, E-commerce, Series 7, Financial Services, Banking, Marketing Communications, Relationship Management, Securities, Product Development, Business Analysis, Back Office, Payments, Fixed Income, Corporate Actions, Vendor Management, Series 63, Settlement, Prime Brokerage, Middle Office, FINRA, Series 24, Trading Systems, Equities, Management
Education
Adelphi University 1985 — 1989
Bachelor of Science
Bank Leumi USA 2001 - November 2012
Dreyfus 1990 - 2001
Billboard 1987 - 1989
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Charles Schwab August 2009 - Present
The Bank of New York Mellon Corporation November 1999 - October 2008
Dreyfus November 1999 - October 2008
A.T. Brod & Co. May 1992 - August 1994
GKN Securites April 1991 - March 1992
Kensington Wells 1991 - 1991
Stratton Oakmont 1989 - 1991
Uni Mail List Corp 1986 - 1989
Wish is Granted July 1984 - May 1986
Huntington Country Club April 1980 - October 1984
Education
College for Financial Planning 2003 — 2003
CMFC®, CHARTERED MUTUAL FUND COUNSELOR
Hofstra University
International Business & Entrepreneurship
Nassau Community College
A.S., Liberal Arts
New England College
Marketing
GlobeOp Financial Services June 2006 - Present
HSBC August 2004 - June 2006
Dreyfus August 2000 - August 2004
Skills
Hedge Funds, Equities, Fund Accounting, Mutual Funds, Fixed Income, Valuation, Financial Services, Asset Management, Derivatives
Education
City University of New York-Hunter College
Bachelor's degree, Accounting
Jennison Associates LLC August 2007 - Present
Dreyfus August 2004 - August 2007
Skills
Analysis, Leadership, Legal Research, Legal Writing, Social Networking
Education
City University of New York City College 2009 — 2011
Master of Public Administration, Public Service Management
Spelman College 2000 — 2004
Bachelor of Arts, Economics with a concentration in Management & Organization
Deloitte & Touche LLP 2000 - Present
Brown Brothers Harriman 1998 - 2000
Lazard Asset Management 1996 - 1998
Dreyfus March 1994 - May 1996
Skills
Private Equity, Risk Management, Management Consulting, Financial Services, Hedge Funds, Enterprise Risk..., Due Diligence, Financial Risk, Mutual Funds, Corporate Finance, Process Improvement, Change Management, Business Process...
Education
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Interactive Data November 1999 - Present
Dreyfus October 1997 - October 1999
Dreyfus October 1997 - October 1999
Liberty Mutual May 1993 - October 1997
Skills
Onboarding, Employee Benefits, Employee Relations, Coaching, Talent Acquisition, Benefits Administration, HRIS, Recruiting, Team Building, Employee Engagement, Customer Service
Education
Boston University 1993 — 1998
EdM, HR Education
Bentley University 1988 — 1992
BS, Marketing
Bank of Montreal Capital Market Corp September 2007 - Present
Citi 2005 - 2007
BNY Mellon 2004 - 2005
Barclays 2001 - 2004
PwC 1997 - 2000
Dreyfus 1995 - 1997
Skills
Banking, Finance, Accounting, Auditing, Account Reconciliation, General Ledger, Variance Analysis, Financial Statements, Portfolio Management, GAAP, Valuation, Bank Reconciliation
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1995
Bachelor's Degree, Accounting
Broker, REALTOR@ August 2015 - Present
L.D. Consulting Group, LLC January 2007 - Present
AVPOL International LLC 2009 - 2013
Charles Schwab 2003 - 2007
The Newport Group 1999 - 2002
Wachovia 1998 - 1999
Federated Investors 1996 - 1998
Dreyfus 1991 - 1996
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, Investments, Leadership, Pensions, CRM, Analysis, 401k, Management, Training, Asset Allocation, Wealth Management, Quality Assurance, Financial Services, Finance
Education
Community College of Allegheny County 1985 — 1986
Accounting
Steel Center AVTS 1983 — 1985
Certificate, Computer Technology
American Society of Pension Professionals & Actuaries
QKA Designation
Priority Financial Group & CUFN October 2014 - Present
Carey Financial LLC, an affiliate of W. P. Carey Inc. April 2013 - October 2014
LPL Financial September 1994 - April 2013
Dreyfus March 1987 - September 1994
Skills
Investments, Series 7, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Investment Advisory, Variable Annuities, Strategy, Series 24, Investment Management, Financial Modeling, Asset Management, Series 65, Risk Management, Securities, Retirement Planning, Financial Analysis, Banking, Financial Services, Alternative Investments, Finance, Relationship Management, Uniform Combined State..., Mergers & Acquisitions, Capital Markets, Business Development, FINRA, ETFs, Separately Managed..., Estate Planning, 401k, Retirement, IRAs, Strategic Financial..., REIT, Strategic Planning, Equities, Hedge Funds, Series 6, Fixed Annuities, Wealth, Wealth Management..., Fixed Income, Investment Strategies, Financial Advisory, Life Insurance, Insurance
Education
Bryant University 1981 — 1985
BSBA, Business Administration and Management, General
Citigroup 2004 - Present
Dreyfus 1998 - 2004
PageNet 1996 - 1998
Skills
Financial Services, Risk Management, Business Analysis, Vendor Management, Portfolio Management, Process Improvement, Relationship Management
Education
Fordham Gabelli School of Business 1998 — 2001
MBA
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA
International Fund Services (NA) LLC, A State Street Company November 2012 - Present
HSBC Securities March 2008 - September 2012
Loeb Partners March 2005 - February 2008
Dreyfus August 2001 - February 2005
Nichimen America Inc. July 2000 - August 2001
Skills
Accounting, Reconciliations, Securities, Equities, Options, Futures, ABS, MBS, Fixed Income, Credit Derivatives, Hedge Fund of Funds, Hedge Funds, Master Feeder Fund..., Series Accounting, Partnership Accounting, Fund Administration, Account Reconciliation, Fund Accounting, Corporate Actions, Middle Office, Bloomberg, Bloomberg Terminal, Fixed Income
Education
City University of New York-Hunter College
2000, Bachelor of Science, Accounting
American Express January 2012 - Present
The City of Cincinnati 2011 - 2012
E-BITDA, LLC 2009 - 2011
Citi May 2004 - December 2008
Dreyfus 2003 - 2004
BNY Mellon 2002 - 2003
GE Capital 2001 - 2001
Citi 1997 - 2000
Macy's 1991 - 1997
Skills
Due Diligence, Capital Markets, Corporate Finance, Financial Modeling, Bloomberg, Analysis, Valuation, Financial Analysis
Education
Columbia Business School
MBA, Finance, General
Massachusetts Institute of Technology
Massachusetts Institute of Technology
Wellesley College
Bachelor's Degree, Mathematics
Dreyfus January 2009 - Present
Dreyfus Investments January 1999 - December 2009
Bank of New York Mellon - Dreyfus 1986 - 2009
Skills
Money Market, Fixed Income, Asset Management, Series 7, Funding, Financial Services, Mutual Funds
Education
Binghamton University
BA, Mathematics
Dreyfus October 2013 - Present
FactSet Research Systems January 2012 - October 2013
MF Global September 2011 - November 2011
Envestnet Asset Management July 2008 - 2011
Skills
Bloomberg, Equities, Portfolio Management, Financial Modeling, Fixed Income, Capital Markets, Asset Management, Investments, Hedge Funds, Financial Analysis, Derivatives, Valuation, Financial Markets, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (BS), Finance
JP Morgan November 1999 - Present
Citi Group October 1997 - November 1999
Dreyfus September 1995 - October 1997
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Adelphi University 1986 — 1990
BBA, Marketing, Finance
Xaverian High School 1982 — 1986
Bloomberg LP May 2014 - Present
Bloomberg December 2010 - Present
Thomson Reuters May 2009 - March 2010
Thomson Reuters July 2005 - May 2009
Lipper, a Reuters Company January 2002 - July 2005
Lipper, a Reuters Company March 2000 - December 2001
BISYS June 1996 - February 2000
Coopers & Lybrand April 1994 - December 1995
Dreyfus 1989 - 1994
Dreyfus 1982 - 1989
Education
Cornell University 1975 — 1979
Bachelor of Arts, Economics and Government
Dreyfus July 2014 - Present
Prudential Investments April 2010 - June 2014
Riversource Investments February 2008 - March 2009
J & W Seligman February 2008 - December 2008
Ameriprise Financial October 2005 - February 2008
Education
Pace University - Lubin School of Business 2002 — 2005
BBA, Business - Marketing
DeSales University 2001 — 2002
Business
Bank of Tokyo-Mitsubishi UFJ January 2014 - Present
Barclays Wealth March 2010 - December 2013
Barclays Wealth March 2009 - March 2010
Barclays Capital and Lehman Brothers June 2003 - March 2009
Lehman Brothers June 2001 - June 2003
Neuberger Berman March 1999 - June 2001
Bankers Trust May 1998 - February 1999
Dreyfus June 1993 - May 1998
Smith Barney November 1986 - June 1993
Manufacturers Hanover Trust April 1984 - November 1986
Skills
Oracle, MS SQLServer, DB2 UDB, Sybase, Agile Methodologies, Informatica MDM, ER/Studio Data Architect, Erwin, Sparcs Enterprise..., DBArtisan, Altova XMLSpy, PL SQL, Transact SQL, UNIX Korn Shell, Apache Subversion
Education
New York University 1981 — 1982
Diploma in Computer Technology
City University of New York-Brooklyn College 1974 — 1980
Bachelors of Science
Jennison Associates LLC March 2014 - Present
Cathryn Kaehr, LLC July 2007 - February 2014
Jennison Associates May 2004 - July 2007
Dreyfus January 1997 - January 2002
Skills
Investments, Asset Management, Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Investment Strategies, Marketing Communications, Relationship Management
Education
Binghamton University - School of Management 1990 — 1994
BS, Finance
Flushing Bank April 2006 - Present
FiberNet Telecom Group August 2000 - March 2002
Arcade Building Services June 1999 - June 2000
Dreyfus July 1992 - June 1999
Crossland Savings Bank February 1985 - July 1992
Skills
Cross Selling, Advertising, Banking, Email Marketing, Relationship Management, Portfolio Management, Retail Banking, Marketing, Mutual Funds, Financial Services, Strategic Planning, CRM, Leadership, Project Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Finance
Kingsborough Community College 1987 — 1989
AAS, Business
Wells Fargo May 2011 - Present
Alternative Investment Solutions November 2009 - August 2011
Citco August 2006 - December 2008
Ivy Asset Management July 2005 - July 2006
GlobeOp Financial Services November 2003 - June 2005
J&W Seligman November 2000 - November 2002
Dreyfus December 1997 - November 2000
Skills
Fund Accounting, Hedge Funds, Securities, Portfolio Management, Derivatives, Mutual Funds, Investments, Fixed Income, Finance, Accounting, Financial Analysis, Financial Reporting, Options, Asset Management, Bloomberg
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Wells Fargo Advisors November 2013 - Present
Edward Jones November 2009 - November 2013
Dreyfus April 2007 - July 2011
Kemper Investments 1999 - 2006
Valley bank/bank One 1995 - 2001
Skills
Mutual Funds, Financial Advisory, Fixed Annuities, Financial Services, Retirement Planning, Retirement, Finance, Asset Allocation, Separately Managed..., Investments, ETFs, Investment Strategies, Securities, 401k Rollovers, Business Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Relationship Management, Retirement Plan..., Retirement Savings, Risk Management, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation...
Education
College for Financial Planning 1986 — 1987
CFP, certified financial planning
University of Minnesota-Duluth 1976 — 1981
BBA, Business, Finance and Accounting
Rocket Fuel Inc. August 2013 - Present
NetApp April 2012 - August 2013
PwC July 2007 - April 2012
Dreyfus June 2007 - August 2007
Intellectual Property Law Group LLP February 2003 - May 2005
Skills
SQL, Oracle SQL, SQL Server, ACL, Databases, Data Analysis, Business Intelligence, Oracle, Software Development, Business Analysis, VBA, C#, Computer Forensics, Access, MySQL, Java, HTML, Security, Data Management, Business Process..., Business Process..., Data Mining, Software Licensing, CSS
Education
Carnegie Mellon University 2005 — 2006
Master of Science, Information Systems Management
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor of Science, Management Information Systems
SunGard August 2013 - Present
The Bank of New York Mellon July 1994 - October 2011
Mitchell Hutchins Asset Management April 1989 - July 1994
The Bank of New York January 1988 - April 1989
Dreyfus February 1986 - January 1988
Skills
Project Management, Information Technology, Risk Management, Business Analysis
Education
Binghamton University - School of Management 1981 — 1985
BS, Accounting
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
Legg Mason 2005 - Present
Citigroup 2000 - 2005
Investors Capital 1999 - 2000
Oppenheimer Capital 1989 - 1999
dreyfus 1987 - 1988
Education
Adelphi University 1992 — 1996
mba, finance
State University of New York College at Brockport 1983 — 1987
bs, accounting/finance
Deutsche Bank National Sales Manager - Financial Advisor DivisionDWS InvestmentsApril 2004 - Present
Dreyfus March 1997 - April 2004
Education
Dickinson College 1986 — 1990
BA, History
Surveyor Capital July 2011 - Present
Rockland Trust 2009 - July 2011
Independence Investments 2000 - July 2009
Dreyfus 1997 - 2000
Reebok 1992 - 1997
Education
Boston College 1994 — 1997
MBA
Trinity College-Hartford 1988 — 1992
B.A., Economics
Boston Latin School
High School
TD Securities June 2015 - Present
Deutsche Bank November 2013 - June 2015
ION Trading February 2009 - November 2013
Dreyfus October 2007 - February 2009
Skills
Trading Systems, Electronic Trading, Fixed Income, Bonds, Bloomberg, Exchange Connectivity, Market Data, Business Analysis, Integration, Software Development, Trading, Order Management, Unix, Rates, Technical Analysis, Requirements Gathering, Requirements Analysis, Swaps, Business Requirements, .NET, Linux, Testing, Databases
Education
Binghamton University 2003 — 2007
Economics
Stuyvesant High School 1999 — 2003
Dreyfus 2006 - Present
Dreyfus 1996 - 2006
Dreyfus 1993 - 1996
Dreyfus 1989 - 1993
Edelman's Sporting Goods 1980 - 1989
Skills
Mutual Funds, Series 7, Series 63, Series 24, Claritas, Customer Service, Quality Assurance, Financial Analysis, Trading, Bonds, Investment Strategies, Financial Advisory, FINRA, 401k, Strategic Planning, Investment Management, Series 6, Microsoft Office, ETFs, Process Improvement, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Adelphi University 1983 — 1991
BS, Management and Communications
Hofstra University 1978 — 1981
YMCA of Greater Charlotte August 2012 - Present
McKesson 1993 - 1998
Bertelsmann 1990 - 1993
Macmillan 1987 - 1990
Dreyfus 1984 - 1987
Skills
Fitness, Public Speaking, Finance
Education
State University of New York at Binghamton 1980 — 1984
Bachelor of Arts (BA), Economics
B Hull Photography September 2010 - Present
Dreyfus 1999 - 2005
Skills
Wedding Photography, Photography, Portraits, Portrait Photography, Weddings, Photoshop, Babies, Lightroom, Event Photography, Headshots, Fine Art Photography, On Location, Photojournalism, Lifestyle Photography, Lifestyle Portraits, Maternity, Newborn Photography, Wedding Photojournalism, Family Photography, Photos
Education
City University of New York-Baruch College 1999 — 2003
BS, Finance
Semester at Sea 2001 — 2001
PPM Consulting Services March 2009 - Present
PPM Consulting Services March 2009 - Present
Mellon Dreyfus 1987 - 2009
BNY Mellon 1987 - 2009
Dreyfus 1994 - 2008
Education
Boston College 1973 — 1974
Masters., Education Administration
University of Montana 1970 — 1972
Business
Dreyfus February 2001 - Present
EyeWeb 2000 - 2001
Publishers Clearing House 1997 - 2000
Skills
InDesign, Photoshop, Illustrator, Email Marketing, Corporate Branding, Brand Development, Online Marketing, Digital Marketing, Direct Mail, Marketing Communications, Online Advertising, Adobe Creative Suite, Advertising, Graphic Design, Digital Media, Microsoft Office, Creative Direction, Art Direction, Creative Services
Education
Connecticut Institute of Art 1992 — 1995
Fine Art, Graphic Design
School of Visual Arts 1993 — 1994
Photography, Fine Art, Design
Art Institute of Fort Lauderdale 1991 — 1992
Graphic Design
St. Joseph's College 1990 — 1991
Nova Southeastern University 1987 — 1989
Law, Psychology
JP Morgan Chase March 1990 - Present
JP Morgan Chase 1990 - October 2009
JPMorgan Chase 1990 - 2009
Dreyfus 1988 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Computer Information Systems
Pre-College
Shea & Company March 2005 - Present
JP Morgan 2001 - 2004
Scudder Investments 2000 - 2001
Dreyfus 1998 - 2000
Skills
Mergers, Private Placements, Corporate Development, Financial Services, Investment Banking, Asset Managment, Due Diligence, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Joint Ventures, Securities, Corporate Governance, Business Strategy, Finance, Capital Raising, Financial Advisory, Enterprise Software
Education
Colgate University 1994 — 1998
A.B., Political Science
Computershare 2002 - Present
Deloitte 2001 - 2002
Dreyfus 1985 - 2000
Skills
International Tax, Tax, Accounting, Tax Research, Tax Law, FATCA, Auditing, Tax Reporting, Financial Reporting, Tax Advisory, Tax Accounting, Corporate Tax, Mergers & Acquisitions, Account Reconciliation, Corporate Actions, Due Diligence, Financial Services
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
MBA, Taxation
Capital Group August 2015 - Present
Fidelity Investments October 2012 - August 2015
BNY Mellon April 2001 - October 2012
Nomura Securities June 2000 - April 2001
Dreyfus 1998 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Securities, Alternative Investments, Equities, Investments, Portfolio Management, Financial Analysis, Strategic Financial..., Risk Management, Asset Management, Trading Systems, Derivatives, Business Analysis, Financial Reporting, Asset Allocation, Banking, Capital Markets, Corporate Actions, Series 7, Options, Hedge Funds, Mutual Funds, Fund Accounting, Account Reconciliation, Management, Financial Modeling, Finance, Financial Risk, Accounting, Financial Services, Financial Statements, Internal Controls, Microsoft Excel, Valuation, Fund Administration, Financial Accounting, Trading
Education
City University of New York-Brooklyn College 1993 — 1997
Accounting, Accounting
Allianz Global Investors August 2008 - Present
Merrill Lynch 2007 - 2008
Dreyfus 2002 - 2007
UBS 1997 - 2002
Skills
CRM, Marketing, Risk Management, Investments, Product Development, Marketing Management, Equities, Financial Services, Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Mutual Funds, Series 7, Strategic Planning, Portfolio Management
Education
College of Mount Saint Vincent 1985 — 1989
Bachelor of Business Administration (BBA), Finance
CA Inc June 2006 - Present
Dreyfus October 2000 - August 2002
The Shubert Organization, Inc. June 2000 - October 2000
Skills
SAP, Hyperion HFM, Sarbanes-Oxley Act, SaaS, Business Analysis, Financial Analysis, Business Process, Internal Controls, General Ledger, Enterprise Software, Financial Accounting, Process Improvement
Education
Dowling College 2001 — 2006
Master of Business Administration (M.B.A.), Banking and Finance
St. Joseph's College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Various Clients August 2004 - June 2009
McKinsey & Company February 2003 - August 2004
Various Clients 2002 - 2003
McKinsey & Company 2000 - 2002
Various Clients 1999 - 2000
Fidelity Investments 1992 - 1999
Kidder Peabody 1990 - 1992
Dreyfus 1987 - 1989
Skills
Factiva, Competitive Analysis, Equity Research, Mergers & Acquisitions, Research, Databases, Investments, Finance, Marketing, Bloomberg, Nonprofits, Strategy
Education
Columbia University in the City of New York 1985 — 1986
MS, Library Science
New York University 1979 — 1984
BA, Sociology, Spanish
Dreyfus July 2007 - Present
Education
City University of New York-Hunter College
First Eagle Investment Management May 2014 - Present
Dreyfus August 2011 - May 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Hennion & Walsh May 2009 - March 2010
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Series 65, Wealth Management, Saving for Education, IRAs, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Separately Managed...
Education
Arizona State University 2006 — 2008
Bachelor's degree, Interdisciplinary Studies Business and Communications
Johnson and Wales University 2004 — 2006
Associate's degree, Business Administration and Management, General
Lazard Asset Management/Alternative Investments 2010 - 2014
State Street Corporation 2008 - 2010
Lazard Asset Management December 1999 - 2008
The Chase Manhattan Bank 1997 - 1999
Dreyfus 1996 - 1997
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
JPMorgan Chase July 2004 - Present
JP Morgan Chase January 2001 - July 2004
JP Morgan Chase January 1989 - January 2001
Dreyfus October 1986 - December 1988
Dreyfus October 1981 - October 1986
Skills
Management, Project Management, PMO, Finance, Customer Service, Vendor Management, Loans, SDLC, Banking, Business Analysis, Risk Management, IT Strategy, Process Improvement, Financial Services, Project Portfolio...
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Business Administration
Manhattan College 1977 — 1981
BS, Economics, Marketing
BNY Mellon January 2006 - Present
Dreyfus September 2004 - December 2005
Skills
Customer Service, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Analysis, Finance, Microsoft Office, Business Analysis, Microsoft Word, Outlook, PowerPoint, Bloomberg, Equities, Fixed Income, Hedge Funds, Fund Accounting, Bloomberg Terminal, Derivatives, Account Reconciliation
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Arts (B.A.), Operations Management and Supervision
Transamerica April 2015 - Present
Strategic Capital Distributors July 2013 - April 2015
RS Funds January 2004 - July 2013
Dreyfus September 2001 - January 2004
Bank of Oklahoma January 1998 - November 1999
Skills
Series 7, Investments, Alternative Investments, Mutual Funds, Asset Allocation, Asset Management, Investment Strategies, Wealth Management, Separately Managed..., Portfolio Management, Investment Management, Bonds, Financial Advisory
Education
Arizona State University
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wisconsin-Madison
YMCA February 2014 - Present
The Newport Group April 2012 - September 2013
BNY Mellon 2005 - 2012
Mellon HR Solutions 1999 - 2005
Dreyfus 1991 - 1999
Merrill Lynch 1985 - 1990
Skills
401k, Pensions, ERISA, Defined Benefit, Employee Benefits, Business Analysis, Outsourcing, Mutual Funds, Retirement, Financial Services, Series 63, Series 7, Defined Contribution, Investments, Asset Allocation
Education
Adelphi University
MBA, Finance
State University of New York College at Oneonta
Bachelor of Science (BS), Economics
The Wheatley School
Dreyfus July 2012 - Present
Dreyfus 2004 - October 2012
Dreyfus 2002 - 2004
Dreyfus 1999 - 2002
Skills
Series 7, Series 63, Series 24, Mutual Funds, Financial Services, Asset Allocation, Separately Managed..., Alternative Investments, Equities, Fixed Income, Investments, Securities, Sales Operations
Education
Dowling College
MBA, Banking and Finance
Dowling College
BBA, Business Administration
Department of Veterans Affairs September 2011 - Present
Shands @ UF May 2005 - June 2011
PSCH October 2002 - January 2005
NYC Board of Education September 1997 - September 2001
Dreyfus August 1992 - October 1995
Skills
Social Services, Crisis Intervention, Harm Reduction, Case Managment, Mental Health, Mental Health Counseling, Group Work, Psychotherapy, Adults, Program Development, Family Therapy, Interventions, Psychology, Community Outreach, Counseling Psychology, Group Therapy, Grants
Education
Hunter College 2002 — 2005
MSW, casework and Administration
College of New Rochelle 1997 — 2001
BA, psychology
Cantor Fitzgerald December 2011 - Present
Cadogan Management LLc April 2008 - Present
GlobeOp Financial Services 2005 - 2008
Dreyfus 1998 - 2005
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Financial Reporting, Asset Managment, Fund Of Funds, Fund Accounting, Asset Management, Bloomberg, Capital Markets, Derivatives, Mutual Funds, Portfolio Management
Education
City University of New York-Baruch College
City University of New York-Baruch College
City University of New York-Baruch College
Pace University
MBA, Finance
Federal Trade Commission January 1995 - Present
Dreyfus 1985 - 1991
Skills
Litigation, Competition Law, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Intellectual Property, Corporate Law, Administrative Law, Privacy Law, Consumer Law, International Law
Education
Brooklyn Law School 1991 — 1994
Doctor of Law (J.D.)
Binghamton University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Accounting
Columbia University Medical Center January 2015 - Present
Montefiore Medical Center December 2012 - Present
Montefiore Medical Center March 2011 - December 2012
Montefiore Medical Center October 2008 - February 2011
Dreyfus September 2005 - September 2006
The Princeton Review March 2004 - August 2005
Skills
Healthcare, Healthcare Management, Microsoft Office, Microsoft Excel, Healthcare Information..., HIPAA, Hospitals, Software Documentation, Policy, Management, Training, Managed Care, Customer Service, Leadership
Education
City University of New York-John Jay College of Criminal Justice 2009 — 2013
Master of Public Administration (MPA), Operations Management and Supervision
Fordham University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Business Partners, Inc. September 2013 - Present
The Mount Sinai Hospital January 2013 - June 2013
News Corporation - Dow Jones/New York Post May 2004 - January 2013
News Corporation - Dow Jones/New York Post August 2002 - May 2004
Ambac 1999 - 2001
Dreyfus January 1995 - July 1998
Dreyfus October 1991 - December 1994
Skills
Project Management, Business Analysis, Data Conversion, ADP Payforce, ADP E-Time, Cognos, Microsoft Access, Business Process..., Systems Analysis, Business Intelligence, Microsoft Office, Analysis, Analytics, Data Analysis, Process Improvement, Requirements Analysis, Crystal Reports, MS Project, Visio, Kronos, Software Development
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Science (MS), Business Computer Information Systems
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (M.B.A.), Finance
Rutgers University
Bachelor of Arts (B.A.), Statistics
Hoover Financial Advisors November 2012 - Present
Fidelity Investments January 2005 - July 2012
Dreyfus October 1999 - January 2005
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Personal Financial...
Education
Belmont Abbey College 1989 — 1993
Bachelor of Arts (B.A.), Business Administration
Archbishop Carroll High School
Horizon Kinetics LLC March 2008 - Present
Dreyfus February 2006 - January 2008
Bank of America July 2004 - February 2006
Skills
Separately Managed..., Trading, Account Reconciliation, Security APL, Bloomberg, Reuters, Equities, Mutual Funds, Fixed Income, ETFs
Education
Baruch College
Bachelor of Business Administration (BBA) - 2002, Finance
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2005 - May 2013
Goldman Sachs March 1999 - February 2005
Bankers Trust 1997 - February 1999
Scudder Investments 1996 - 1997
Dreyfus 1993 - 1996
ACB 1990 - 1993
Burgoyne Market Research 1983 - 1990
Cincinnati Bell 1979 - 1983
Skills
Equities, Capital Markets, Hedge Funds, Technology Management, Trading Systems, Electronic Trading, Asset Management, Business Continuity..., Risk Management, SDLC, Vendor Management, Securities, Software Project..., Mutual Funds, Market Data, Wealth Management, Trading, Fixed Income, Wealth Management..., Private Wealth..., Strategic Planning, Business Analysis, Information Risk..., Compliance, Agile Methodologies, Change Management, Software Engineering, Derivatives, Private Equity, Portfolio Management, Digital Strategy, Investment Banking, Middle Office, Alternative Investments, Options, Emerging Markets, Program Management, Project Management, IT Infrastructure..., Financial Services, Business Process, Financial Markets, FX Options, Equity Trading, Investment Management, Settlement, Bonds, Bloomberg, Corporate Actions, Prime Brokerage
Education
Bowling Green State University 1975 — 1978
Master's degree, Communication, General
Ohio University 1973 — 1975
Communication, General