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
24ave January 2014 - Present
24ave December 2013 - Present
LinkShake November 2011 - November 2012
Nomura November 2006 - August 2007
Dreyfus November 1999 - January 2005
Skills
Promoting Events, Social Media Marketing, Online Marketing, Website Administration, PowerPoint, Social Networking, Excel, Word, Wordpress, Marketing, Marketing Strategy, Social Media
Education
Florida Atlantic University 1996 — 1998
Bachelor of Arts, Criminal Justice
Nassau Community College 1994 — 1996
Fashion Buying & Merchandising
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
Prudential Real Estate Investors August 2011 - Present
Fox Asset Management, LLC July 2007 - August 2011
Prudential Investments July 2004 - July 2007
TD Waterhouse Investor Services November 1999 - July 2004
Dreyfus December 1997 - November 1999
AIG Royal Alliance October 1995 - December 1997
Skills
Series 7, Mutual Funds, Contract Negotiation, FINRA, Securities, Investment Advisory, Asset Managment, Alternative Investments, Series 24, Hedge Funds, Series 63, FX Options, Management, AML, Asset Allocation, Asset Management, Due Diligence, Equities, Investments, Risk Management
Education
University of Richmond - Robins School of Business 1989 — 1993
BSBA, Marketing
University of Richmond 1989 — 1993
Bachelor of Science, Business Administration
Monmouth University 2008 — 2009
MBA, Business Administration
Dreyfus February 2014 - Present
J.P. Morgan Chase 2009 - January 2014
Morgan Stanley February 2011 - January 2012
Global Arena Capital March 2007 - October 2009
First Republic Group January 2008 - January 2009
Skills
Series 7, Hedge Funds, Equities, Bloomberg, Investments, Financial Analysis, Securities, Series 63, Valuation, Corporate Finance, Asset Managment, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Management, Finance
Education
Iona College 2002 — 2007
BA, Finance
Pfizer May 2012 - Present
Pfizer June 2013 - January 2014
Pfizer February 2011 - May 2012
Dreyfus September 2004 - February 2011
New Century Asset Management May 2000 - September 2004
Valley National Bank June 1999 - March 2000
Valley National Bank June 1998 - June 1999
Army National Guard July 1992 - July 1998
Ortho-McNeil Pharmaceutical August 1997 - June 1998
Education
Seton Hall University 2009 — 2010
MS
Montclair State University 1995 — 1998
Business Administration
Rutgers University-New Brunswick
BNY Mellon January 2015 - Present
MBSC Securities Corp., BNY Mellon August 2012 - January 2015
Dreyfus 1987 - 2012
Skills
Securities, FINRA, KYC, Series 7, Mutual Funds, Equities, Series 63, Asset Managment, Investments, Securities Regulation, Due Diligence, Risk Management, Investment Advisory, Series 24, Call Center..., Management, Qualified Retirement..., Project Management, Client Correspondence, Asset Allocation, Wealth Management
Education
Hofstra University
John Hancock Investments May 2013 - Present
Lord, Abbett & Co. 2008 - May 2013
Dreyfus 1997 - 2008
Education
Fordham Gabelli School of Business 2006 — 2008
MBA
Fairfield University 1993 — 1997
BS, Marketing, Finance
Chaminade High School 1989 — 1993
College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS May 2013 - August 2015
Bank of America August 2011 - December 2012
Ultimate Software April 2008 - September 2010
UBS Financial Services April 1999 - April 2008
Dreyfus May 1998 - April 1999
Education
Kent State University
BA, Sociology
Dreyfus September 2012 - December 2012
McGavren Guild Media December 2010 - September 2012
Live Nation May 2010 - August 2010
Premiere Radio Networks April 2010 - August 2010
Skills
Series 7, Series 66
Education
John Carroll University 2006 — 2010
Bachelor's degree, History
Cisco 2007 - Present
DTCC 1996 - 2006
Dreyfus 1993 - 1996
Skills
Relationship Management, Financial Services, Jive, Finance, Salesforce.com, Social Media Marketing, Account Management, Portfolio Management, Banking, Business Analysis, CRM, Risk Management, Vendor Management, Business Development, Solution Selling, Equities, Fixed Income, Financial Analysis, Strategy, Cisco Technologies, Sales Operations, Channel Partners, Strategic Partnerships, Securities, Asset Managment, Capital Markets, Financial Markets, Business Planning, Investments, Oracle Applications, Iso 9000, Social Media, Social Networking
Education
Hofstra University
MBA, Finance
Rutgers University 2011 — 2011
Mini-MBA, Digital Marketing
Hofstra University
BBA, Banking and Finance
Nationwide Insurance December 2004 - Present
Long Island Gulls Youth Hockey 2000 - July 2013
New York Islanders Iceworks January 2008 - September 2011
Dreyfus March 1999 - November 2004
BlackRock July 1998 - November 1998
Skills
Mutual Funds, Annuity, Series 7, Retirement, Retirement Planning, Annuities, Series 6, Public Speaking, Series 63, Variable Annuities, Sales, Fixed Annuities, Financial Advisory, Leadership, Portfolio Management, Investments, Strategic Financial..., 401k, Asset Allocation, Financial Planning
Education
Hofstra University 2001 — 2004
MBA, Finance
LIU Post 1994 — 1998
BS, Finance
Lehigh Valley Health Network September 2014 - Present
Healthy Measures April 2014 - Present
Drexel University College of Medicine April 2013 - April 2014
Bank of New York Mellon- Alternative Investment Services October 2005 - January 2013
Dreyfus September 2003 - September 2004
Wave Hill May 2001 - September 2003
Skills
Bloomberg, Mas 90, Bilingual-English/Spanis..., Critical Thinking, Leadership, Delegation, Nursing, Pediatric Nursing, Critical Care Medicine, BLS, ACLS, Advent Geneva, Advent Axys, SunGard Invest One, Apollo Reporting, IAS Accounting, Advent APX, Pediatrics, Equities, Healthcare
Education
Drexel University College of Medicine 2013 — 2014
Accelerated Bachelor of Science in Nursing Degree, Registered Nursing/Registered Nurse, Senior
Pace University - Lubin School of Business 1999 — 2003
B.B.A, Accounting
Nuveen Investments April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
UBS Wealth Management 2001 - 2007
Dreyfus 2000 - 2002
Nuveen Investments July 1991 - August 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24
Education
Lake Forest College 1987 — 1991
Wheeling High School 1984 — 1987
HSBC October 2013 - Present
BNY Mellon 2008 - October 2013
Dreyfus October 2006 - June 2008
Skills
Series 6, Series 7, Series 63, Series 65, Insurance, Sales, Mutual Funds, Relationship Management, Asset Allocation, Data Analysis, Risk Management, Investment Strategies, Business Analysis, Market Analysis
Education
Hofstra University 2012 — 2014
Master of Business Administration (M.B.A.), Executive Management
SUNY Albany 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
OppenheimerFunds March 2004 - Present
UBS Global Asset Management 2002 - 2004
Dreyfus July 2000 - June 2002
Skills
Separately Managed..., Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Series 65, Series 6, Investments, Wealth Management, 401k, Retirement Plan..., 529 Plans, Financial Services, Bonds, IRAs, Retirement, Securities, Retirement Planning, FINRA, Financial Advisory, Asset Management, Equities, Wealth Management..., 401k Rollovers, Roth IRA, Portfolio Management, Strategic Financial..., Defined Contribution, Financial Planners, Defined Benefit, Municipal Bonds, Finance, High Net Worth..., Qualified Retirement..., Managing Accounts, Variable Annuities, Investment Advisory, ETFs, Relationship Management, Wealth Accumulation, Estate Planning, Capital Markets, Personal Financial..., Stocks, Fixed Annuities, Pensions, Profit Sharing, Fund Of Funds, Wholesale
Education
LIU Post 1995 — 1997
Bachelor of Science, Finance
Nuveen Investments April 2011 - Present
Nuveen Investments January 2008 - March 2011
Dreyfus March 1998 - January 2008
Dreyfus March 1997 - March 1998
Dreyfus October 1995 - March 1998
Dreyfus October 1993 - October 1995
Dreyfus October 1992 - October 1993
Dreyfus February 1992 - October 1992
Skills
Separately Managed..., Series 7, Investment Management, Series 63, Mutual Funds, Asset Management, Securities, Asset Allocation, Series 24, Wealth Management, Bonds, Series 65, Equities
Education
Lafayette College 1987 — 1991
Garden City Senior High School 1984 — 1987
Dreyfus 1987 — 2009
Skills
Public Speaking, Music, Creativity, Creativity Skills, Social Media, Composition, Music Production, Songwriting, Entertainment, Editing, Music Industry, Guitar, Music Licensing, Music Publishing, Keyboards, Concerts, Record Labels, Bass, Musicians, Recording, Guitarist, Piano, Percussion, Rock, Pianist, Band, Vocalist, Music Theory, Studio Recording, Bass Guitar, Performing
Education
Florida Keys Community College 1973 — 1975
Associate of Arts (AA), Music
The New School NYC 1971 — 1971
none, Music
Self March 2012 - Present
Entersolar November 2010 - November 2011
Northwestern Mutual and Madison Wealth Managers 2008 - 2009
Goldman Sachs/Ayco 2007 - 2008
Manning & Napier Advisors October 2000 - August 2002
Credit Suisse September 1998 - October 2000
Credit Suisse September 1998 - October 2000
Dreyfus May 1994 - September 1998
Education
Lesley University 1990 — 1994
Bach. of Science, Audubon Expedition Institute
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
O'Reilly Media January 2015 - Present
Self-employed freelance editorial professional October 2012 - Present
Rural Intelligence April 2012 - October 2012
Freelance Writer, Editor, Communications Strategist January 2000 - April 2012
Putnam Investments 1987 - 1998
Dreyfus 1985 - 1987
Skills
Editing, Blogging, Copy Editing, Copywriting, Newsletters, Press Releases, Editorial, Facebook, Web Content, Feature Articles, Social Media, Publicity, Marketing Communications, Public Relations, Speech Writing, Journalism, Magazines, Nonprofits, Newspapers, Proofreading, Event Management, Content Development, Storytelling, Online Advertising, Advertising, Marketing, Creative Writing, Publishing, Fundraising, Content Strategy, Media Relations, Freelance Writing, AP Style, Corporate Communications, Strategic Communications, Community Outreach, Ghostwriting, Writing, Publications, Social Media Marketing, Marketing Strategy, Social Networking
Education
Hampshire College 1980 — 1984
BA, Liberal Arts
Neuberger Berman November 2004 - January 2011
Dreyfus June 2003 - June 2004
HSBC June 2002 - June 2003
Merrill Lynch January 1999 - January 2002
Apple Food Brokerage, Inc January 1998 - January 1999
Arena Sport and Graphics, Inc January 1994 - January 1998
Education
Johnson and Wales University
A.A.S, Cum Laude Culinary Arts
Touchstone Investments November 2014 - Present
Wells Fargo Funds Distributors January 2010 - October 2014
Evergreen Investments June 2007 - January 2010
Mainstay Investments August 2005 - June 2007
Dreyfus April 2004 - July 2005
Goldman Sachs Asset Management 1997 - 2003
Alliance Capital Management September 1993 - December 1997
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Public Speaking, New Business Development, Securities, Investments, Sales Management, Management, Wealth Management, Strategy, Asset Allocation, Separately Managed..., Financial Services, Relationship Management
Education
Marist College 1987 — 1991
BA, History
Self Employed-Personal Trainer January 2003 - Present
Lucille Roberts Health Clubs June 2003 - May 2012
Mellon Bank May 2000 - March 2005
Mellon Bank 1996 - 2000
Dreyfus 1994 - 1996
Skills
Beginner Fitness, Women's Fitness, Fitness, Weight Loss, Strength Training, Cardiovascular Fitness, Coaching, Wellness, Personal Training, Weight Training, Training, Weight, Athletics, Wellbeing, Wellness Coaching, Functional Training, Lifestyle
Education
Academy of Applied Personal Training Education 2002 — 2003
CPFT/HFI, Personal Training Certificate
Long Island University, C.W. Post Campus 1989 — 1994
BS Finance, Finance, Business
Fyrevision Developers, LLC April 2007 - Present
Excuria Recovery Services January 2001 - May 2008
John Hancock Life Insurance Company (U.S.A.) March 1999 - September 2000
Dreyfus December 1995 - June 1998
Skills
Customer Service, Public Speaking, Strategic Planning, Social Media, Marketing, Team Building, Restaurants, Marketing Strategy, Event Planning, Social Media Marketing, Microsoft Office, Sales, Human Resources, Negotiation
Education
Long Island University, C.W. Post Campus 2005 — 2008
Bachelor of Science (B.S.), Finance and Financial Management Services
Nassau Community College 2000 — 2003
Associate of Science (A.S.), Business Administration and Management, General
Franklin Templeton Investments January 2014 - Present
Franklin Templeton Investments October 2012 - Present
Franklin Templeton Investments March 2009 - September 2012
Franklin Templeton Investments November 2003 - March 2009
Dreyfus 1999 - 2003
New England Securities May 1998 - October 1999
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA
Fairfield University 1994 — 1998
BS, Major: Marketing, Minor: Finance
Citi January 2013 - Present
North Shore LIJ Health System April 2012 - December 2012
Bank of America November 2000 - March 2012
Dreyfus July 1998 - November 2000
Skills
Strategy, Training
Education
Long Island University, C.W. Post Campus 1990 — 1994
Masters, Theatre
Pace University - Lubin School of Business - White Plains, NY 2007 - Present
Fifth Avenue Financial 1998 - Present
Hunter College - New York, NY 1998 - Present
Central York School District - York, PA 2007 - June 2014
self employ 2005 - 2007
Dreyfus 1990 - 1998
Education
LIU Post 1994 — 1997
M.B.A., Finance-Portfolio Management
University of Scranton 1986 — 1990
B.S., Business
Wagner Wealth Management October 2013 - Present
H&H Real Estate LLC April 2009 - Present
AXA-Equitable July 2011 - January 2012
AXA Life Japan May 2007 - July 2011
AXA Life Japan January 2006 - May 2007
AXA Distributors January 2004 - January 2006
AXA Distributors July 2001 - January 2004
Dreyfus August 1994 - July 2001
Education
East Carolina University 1984 — 1988
BA, Communications
Hibriten High School
MSC Industrial Supply July 2007 - Present
Arrow Electronics 1999 - 2007
Mount Sinai Medical Center 1996 - 1999
NYU Medical Center 1996 - 1999
JP Morgan 1989 - 1996
Grumman 1987 - 1989
Dreyfus April 1987 - December 1987
King Kullen 1980 - May 1987
Skills
E-commerce, Software Development, Supply Chain, Asset Managment, Distributed Systems, Enterprise Architecture, IT Management, Disaster Recovery, Vendor Management, ERP, Integration, Business Intelligence, IT Strategy, Data Center, SDLC, Program Management, Asset Management, Strategy, Team Building, CRM, Management, Project Management, Consulting, Enterprise Software, Strategic Planning, Forecasting, Cross-functional Team..., Leadership, Process Improvement, Business Process..., Start-ups, Security, Information Technology, Solution Selling, IT Service Management
Education
Hofstra University 1987 — 1990
MS
Hofstra University 1983 — 1987
BS
Hofstra University 1983 — 1987
BS
West Islip High School 1979 — 1983
Advisors Insurance Group/ Allianz Life of North America February 2003 - Present
Dreyfus April 1998 - July 2001
Joseph Stevens April 1996 - April 1998
Education
Farmingdale State College 1992 — 1995
Brown & Company (Luxury Goods and Jewelry Industry) June 2012 - June 2014
PANDORA A/S October 2010 - June 2011
Progressive Lighting, Inc. March 2007 - March 2010
ANN INC. December 2004 - August 2005
Mohawk Industries / Daltile September 1998 - October 2004
First Trust Company March 1995 - February 1997
Dreyfus December 1993 - February 1995
Kohl's Department Stores May 1992 - October 1993
GE May 1986 - June 1991
Skills
Interior Design, Sales, Merchandising, Furnishings, Retail, Customer Service, Lighting, Photography, Visual Merchandising, Fashion, Selling, Store Management, Marketing Strategy
Education
The University of Georgia
BSHE, Fashion Merchandising
Kennesaw State University
M&T Securities January 2013 - Present
Capital One May 2008 - January 2013
Apple Bank for Savings September 2006 - May 2008
Independence Community Bank February 2005 - September 2006
Liberty Mutual Insurance January 2003 - February 2005
DFD DISTRIBUTORS/SG STRUCTURED PRODUCTS, INC May 2002 - October 2002
Dreyfus March 2000 - January 2002
Bank of New York - Essex Corp January 1993 - February 2000
Skills
Series 7, Consumer Lending, Investments, Loans, Banking, Leadership, Mutual Funds, Management, Series 63, Mortgage Lending, Credit, Commercial Banking, Retail Banking
Education
Marist College 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
New York Life Insurance and Precision Wealth Strategies August 2013 - February 2014
Pioneer Israel March 2013 - July 2013
DJH Capital / Honigstock Group January 2010 - July 2012
JPM Chase December 2009 - February 2010
Waddell & Reed September 2008 - August 2009
Middlegate Securities March 2000 - January 2008
Dreyfus October 1998 - March 2000
Skills
Israeli-Palestinian..., Equities, Investments, Series 7, Due Diligence, Wealth Management, Mutual Funds, Equity Trading, Trading, Client-focused, Team-oriented, Investment Management, Fixed Income, ETFs, Capital Markets, Emerging Markets, Private Equity, Asset Managment, Stock Exchange, Separate Accounts, Unified Managed Accounts, Securities, Options, Bonds, Commodity, Bloomberg, Banking, Start-ups, Finance, Electronic Trading, Financial Advisory, Asset Allocation, Investment Advisory, Portfolio Management, Equity Research, Series 63, Insurance, FINRA, Financial Reporting, Financial Services, Retirement Planning, Retirement, Strategic Financial..., Sales Growth, Charity Marketing, Asset Management, Hedge Funds, Venture Capital, Financial Markets, Investment Strategies
Education
Hofstra University 2015 — 2017
Master of Business Administration (MBA)
Tulane University 1993 — 1997
BA
kasina May 2012 - Present
Legg Mason 1997 - August 2011
Kemper Unit Investment Trusts 1995 - 1997
Citicorp Investment Services 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Dreyfus 1988 - 1992
Skills
Mutual Funds, Managed Accounts, Closed-end Funds, Series 24, Distribution Consulting, Sales Management, Strategic Planning, Compensation Structure..., Managing Accounts, Alternative Investments, Asset Management, Compensation Structures, Equities, Financial Advisory, Financial Services, Investment Management, Investments, Risk Management, Sales, Securities, Separately Managed..., Series 7, Strategy, Wealth Management
Education
Hofstra University 1989 — 1992
BS, Applied Economics
R. Brower Associates January 1989 - Present
Ron Nehring for Lieutenant Governor March 2014 - November 2014
Elizabeth Emken Campaign for U.S. Senate (R-California) March 2012 - November 2012
Dreyfus 1979 - 1988
US Army September 1968 - September 1970
Skills
Financial Services, Investments, Start-ups, Alternative Investments, Portfolio Management, Strategic Financial..., Estate Planning, Risk Management, Succession Planning, Strategic Planning, Wealth Management, Real Estate, Politics, Insurance, Management, Leadership Development, Leadership, Real Estate Development, Organization, Investment Advisory, Public Speaking, Strategy, Financial Planning
Education
Drew University
BA, Economics
Stillman Graduate School of Business, Seton Hall University
Graduate Courses, Finance / Marketing
GetYourBizOnline.com January 1999 - Present
Dreyfus August 1996 - July 1999
Home Savings of America September 1986 - August 1996
Education
Nassau Community College
RickerbyCreative April 2014 - Present
Self Employeed 1993 - Present
Dreyfus 1989 - 1991
Skills
Photography, Fine Art, Portrait Photography, Digital Photography, Commercial Photography, Art, Editorial, Lightroom, Blogging, Mac, Editing, Magazines, Social Media Marketing, Public Speaking, Social Media, Fine Art Photography, Travel Photography, Photojournalism, Photos, Publishing, Portraits, Image Editing, Photoshop, Landscape Photography, Adobe Creative Suite, Image Manipulation, Graphic Design, Video Production, Creative Writing, Advertising
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Business, Finance, International Finance
Reed College 1976 — 1980
BA, Political Science
Assurant May 2015 - Present
Assurant April 2012 - May 2015
Assurant 2011 - April 2012
Burger King Corporation 2005 - 2011
TD Waterhouse 2004 - 2005
Dreyfus 2003 - 2004
UBS Wealth Management 2001 - 2003
Americatel 1999 - 2001
Skills
Project Management, Vendor Management, PMP, PMO, Project Portfolio...
Education
Florida International University - College of Business
Master of Science, MIS
Florida International University
Bachelor of Science, Business Management
DWS Investments October 1997 - January 2013
Scudder Investments October 1997 - January 2006
Dreyfus February 1992 - October 1997
Skills
Series 63, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Manage Client...
Education
Michigan State University 1985 — 1989
BA, Financial Administration
MacKay Shields July 2009 - Present
Dreyfus 1997 - 2009
Education
Hobart and William Smith Colleges 1979 — 1983
BS, Math & Economics
Citigroup 2004 - 2010
Dreyfus 1999 - 2003
Independant Consultant 1990 - 1999
KMART 1988 - 1990
Merrill Lynch 1984 - 1988
Mutual Benefit Group 1981 - 1984
Education
Florida State University
BS
New York University
Certificate in Programming, Computer Programming
Donald R. Harvey Inc. February 2007 - Present
PLANCO May 2005 - March 2007
Dreyfus January 2002 - May 2005
Dreyfus October 1996 - December 2001
The Dreyfus Corporation August 1992 - September 1996
The Dreyfus Corporation February 1991 - August 1992
The Dreyfus Corporation December 1989 - February 1991
Skills
SEM, Email Marketing, Lead Generation, SEO, Local Search, Marketing, Product Management, Direct Mail, Series 63, Series 7, Digital Marketing, Financial Services, Marketing Strategy, Mutual Funds, Integrated Marketing, Social Media Integration, Investments, Sales, Interactive Marketing, Mobile Marketing, Direct Marketing, Customer Acquisition, Digital Strategy, PPC, Search Advertising
Education
Drew University 1985 — 1989
BA, Economics/Political Science
Dreyfus April 2010 - Present
Wells Fargo Advisors September 2008 - April 2010
Morgan Stanley December 1993 - May 2006
Skills
Series 7
Education
Florida State University 1985 — 1989
B.S., Economics
Dreyfus November 2006 - Present
Lord, Abbett & Co. LLC January 2005 - November 2006
Prudential Financial August 1998 - January 2005
Skills
Mutual Funds, Series 7, Financial Services, Investments, Securities, Relationship Management, Fixed Income, Equities
Education
James Madison University 1994 — 1998
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
BNY Mellon January 2015 - June 2015
Dreyfus April 2013 - January 2015
ORC International July 2011 - April 2013
Phillips School of Business August 2008 - May 2011
Skills
Bilingual-Spanish, Public Speaking, Team Building, Leadership, Management, Budgets, Outlook, Data Entry, Time Management, Social Networking, Payroll, Team Leadership, Interviews, Training, Social Media, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Teamwork, Research, PowerPoint, Microsoft Excel, Spanish
Education
High Point University 2007 — 2011
International Business, and Spanish, International Business
Monticello Associates July 2007 - Present
Keefe, Bruyette & Woods August 2005 - August 2007
Dreyfus April 2003 - May 2005
Deutsche Bank October 1998 - September 2000
Och-Ziff Capital Management September 1996 - September 1998
Skills
Hedge Funds, Investments, Equities, Asset Management, Financial Modeling, Capital Markets, Portfolio Management, Fixed Income, Trading, Alternative Investments, Asset Allocation, Consulting, Bloomberg, Equity Research
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, English Language and Literature, General
Greens Farms Academy 1982 — 1992
Janus Capital Group October 2004 - Present
Dreyfus February 2003 - October 2004
BlackRock January 1996 - December 2002
Skills
Investments, Securities, Mutual Funds, Fixed Income, Alternative Investments, Equities, Seperate Accounts, ETFs
Education
Gettysburg College 1990 — 1994
Wells Fargo Financial July 2011 - Present
The Hartford June 2010 - June 2011
The Hartford December 2001 - June 2010
ING September 1999 - December 2001
Dreyfus November 1992 - September 1999
Skills
Strategy, Leadership, Change Management, Management, Leadership Development, Financial Services, Insurance, Retirement, Strategic Planning, Relationship Management, Process Improvement, Pensions, Employee Benefits, Project Management, 401k, Program Management, Mutual Funds, Six Sigma, Call Centers, Sales, Risk Management, Finance, Vendor Management, Business Process..., Customer Service, Management Consulting, Strategic Consulting
Education
Hofstra University 1995 — 1999
MBA, Finance
State University of New York College at Old Westbury 1991 — 1992
Bachelor’s Degree, Finance
Farmingdale State College 1988 — 1990
Associate’s Degree, Business Administration
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
St Matthews Church September 2009 - October 2011
Shands Jacksonville 2008 - 2010
Merrill Lynch October 2003 - May 2008
Morgan Stanley May 1999 - October 2003
Dreyfus October 1995 - August 1998
MVI Travel August 1990 - October 1995
Jean Michaud, Ltd. August 1984 - April 1990
Skills
Budgeting, Problem Solving, Customer Service, Excel, Word, Strategic Planning, Public Speaking, Customer Relations, Account Management, Coaching, Process Improvement, Team Building, Research, Financial Planning, Business Planning, Product Development, Teaching
Education
Nassau Community College 1992 — 1998
AAS
State University of New York - System 1980 — 1984
Bachelors
Elizabeth Blackwell
Freelance Projects February 2013 - Present
Twainmania LLC December 2013 - May 2014
Sunset Room August 2011 - January 2013
Sunset Room August 2011 - December 2012
WebVixxen.com November 2010 - July 2012
Web Vixxen November 2010 - July 2012
Info Marketing Group August 2007 - February 2011
Cafe Crepe August 2004 - August 2007
Sunset Entertainment Group June 2003 - June 2006
Dreyfus September 1992 - October 2003
Skills
Advertising, Public Relations, Event Management, Marketing, Sales, Management, Customer Service, Marketing Strategy, Social Media Marketing, Digital Marketing, Online Advertising, Social Media, Call Center, Event Planning, Trade Shows, Project Management, Leadership, Strategy, Training, Budgets, Strategic Planning
Education
Los Angeles Valley College
AA Degree, Business & Economics
AYNY Catering LLC January 2013 - Present
Educational Alliance December 2013 - April 2014
6B & Cafe 101 October 2012 - October 2013
The French Culinary Institute February 2010 - December 2011
Dreyfus May 2003 - September 2008
Skills
Food, Goal Oriented, Management, Management Consulting, Teamwork, Highly detail oriented, Teaching, Culinary Skills, Recipes, Cooking, Fine Dining, Menu Development, Catering, Chef, Restaurants, Food & Beverage, Hospitality, Microsoft Office, Dinners, Restaurant Management, Cuisine
Education
French Culinary Institute 2009 — 2010
Culinary Arts, Culinary Arts/Chef Training
State University of New York at Stony Brook 2001 — 2005
Bachelor of Arts (BA), Business/Managerial Economics
JPMorgan Chase (Chase Investment Services Corp) May 2007 - August 2010
Vista Research a Standard & Poor's Company September 2006 - March 2007
ACNielsen December 2004 - September 2006
E*TRADE Financial August 2002 - March 2003
Fleet Bank October 2001 - November 2002
Morgan Stanley October 1999 - October 2002
Dreyfus August 1998 - September 1999
Duke & Company January 1995 - September 1997
Education
Hofstra University 1997 — 1999
Bachelors of Business Administration
Nassau Community College 1990 — 1996
Associate of Arts
Intermedium Financial November 2010 - Present
TSS January 2004 - May 2010
Fred Alger Management July 1986 - October 2003
Dreyfus June 1983 - July 1986
Skills
Fixed Income, Asset Managment, Investments, Mutual Funds, Finance, Series 63, Banking, Asset Management, Financial Services, Leadership, Wealth Management, Series 7, ETFs, Securities, Capital Markets, Management, Alternative Investments, Analysis, Investment Advisory, CRM, Portfolio Management
Education
LIU Post 1981 — 1985
BA, Finance
Colonial Consulting LLC August 2009 - Present
AllianceBernstein February 2006 - April 2009
J.P. Morgan Private Bank June 2003 - February 2006
JPMorgan Chase March 1996 - May 2003
JPMorgan Chase December 1994 - March 1996
Dreyfus April 1987 - December 1994
Skills
Equities, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equity Research, CRM, Emerging Markets, Financial Services, Investment Management, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Hofstra University 1984 — 1987
BBA, Finance
Dreyfus October 2012 - Present
Gil So Illustration January 2011 - Present
Ethan Allen January 2008 - January 2011
Designs for Living by Gil 1997 - 2007
Skills
Art, Microsoft Office, Illustrator, Drawing, Rendering, Photoshop, Project Management, Sketching, Layout, Adobe Creative Suite, Illustration, Interior Design, Concept Design, Graphic Design
Education
Fashion Institute of Technology 1993 — 1997
BFA, Illustration
OPERS March 2013 - Present
Columbus, OH area August 2012 - March 2013
The American Civil War Center at Historic Tredegar July 2010 - August 2012
Croslis & Brennan Law Offices November 2008 - July 2010
Croslis Realty November 2008 - July 2010
Solaris Asset Management December 2003 - November 2008
Ghriskey Capital Partners February 2003 - December 2003
Dreyfus April 2001 - July 2002
Dreyfus February 1998 - April 2001
Zurich Scudder Investments December 1995 - January 1998
Skills
Budgeting, Investments, Forecasting, Excel, Financial Analysis, Financial Modeling, Asset Management, Financial Reporting, Process Improvement, Business Strategy, Analysis, Problem Solving, Management, Budgets, Project Management, Project Coordination, Visual Basic, MS Excel Pivot Tables, Strategy, Leadership, Program Management, Portfolio Management, Competitive Analysis, Accounting, Risk Management, Executive Management, Financial Services, Nonprofits, Mutual Funds
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
MBA, General Management
Muhlenberg College 1991 — 1995
BA, Economics (Finance) & History
The Gunnery School 1988 — 1991
CNBC.com April 2013 - Present
Forbes March 2012 - April 2013
InvestmentNews May 1999 - March 2012
The Reserve Funds 1998 - May 1999
Registered Rep Magazine 1995 - 1998
Dreyfus 1989 - 1995
Skills
Online Advertising, Advertising Sales, Sales Management, Online Marketing, Integrated Marketing, Digital Marketing, Financial Sector, Advertising, Financial Services, Mutual Funds, Leadership, CRM, Sales, Selling, Management, Strategy, Digital Media
Education
Franklin & Marshall College 1984 — 1988
BA, Political Science
Macquarie Group June 2014 - Present
JP Morgan Chase January 2011 - June 2014
UBS May 2006 - January 2011
Dreyfus 1996 - 1998
Skills
Team Building, Fixed Income, Securities, Series 7, Equities, Training, Capital Markets, Risk Management, Series 63, Derivatives, FINRA
Education
American College 1998 — 2003
Masters, Finance
Mansfield University of Pennsylvania 1992 — 1996
Bachelor's of Science, Business Administration
REK Partners Founder and CEOBlue 9 BurgerNovember 2002 - March 2006
hlv capital 2005 - 2005
Dreyfus 2000 - 2002
Principal Financial Group 1998 - 2000
Education
Indiana University - Kelley School of Business 1996 — 1998
Dreyfus July 2013 - Present
SIGNET CAPITAL MANAGEMENT December 2011 - January 2013
Amida Capital Management September 2007 - November 2011
LaBranche & Co. October 2001 - June 2007
Henderson Brothers, Inc April 1992 - October 2001
Skills
Electronic Trading, Operations, CDS, Volatility, Equity Trading, Risk Management, Reconciliations, Valuation, Microsoft Office, Account Reconciliation, Equities, Bloomberg, FINRA, Hedge Funds, Options, Portfolio Management, Securities, Series 7, Trading, Trading Systems, Capital Markets
Education
Montclair State University
Business
St. Rose High School
Bank of New York Mellon - Dreyfus January 2009 - Present
Bank of New York Mellon - Dreyfus June 2004 - December 2009
Dreyfus July 2002 - June 2004
Dreyfus May 2002 - July 2002
Dreyfus February 1999 - May 2002
Skills
Product Management, Series 7, Alternative Investments, Mutual Funds, Product Marketing, Market Research, Competitive Analysis, Series 63, Financial Services, Equities, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Fixed Income, Securities
Education
LIU Post 1994 — 1999
Bachelor of Science in Business Administration, Finance & Management
Elements Behavioral Health February 2015 - August 2015
DermOne March 2012 - August 2014
University of Nevada, Reno December 2010 - August 2011
Alere June 2004 - October 2010
Alere June 2004 - July 2008
Alere June 2004 - August 2005
Amerigroup Corporation December 2001 - December 2003
Dreyfus 1990 - 2001
Skills
Workforce Management, Quality Assurance, Sales, Management, Contact Centers, Call Centers, Budgets, Call Center, Healthcare, Cross-functional Team..., Microsoft Office, Process Improvement, Operations Management, Vendor Management, Team Building, Customer Satisfaction, Performance Management, Training, Team Leadership, Change Management, Leadership, Business Analysis, Coaching, Program Management, Software Documentation, Analysis
Education
Hofstra University 1996 — 2001
Masters of Business Administration, Management
The Bank of New York Mellon July 2007 - Present
BNY Mellon 2007 - Present
Dreyfus May 2001 - July 2007
Skills
Disaster Recovery, Active Directory, ITIL, IT Management, IT Strategy, Data Center, Troubleshooting, Integration
Education
Long Island University, C.W. Post Campus 1999 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Major League Baseball April 2007 - Present
Major League Baseball Advanced Media 2007 - Present
TD Ameritrade October 2006 - April 2007
Dreyfus 1999 - 2006
Skills
Email Marketing, Digital Marketing, Database Marketing, Social Media Marketing, Social Media, Digital Strategy, Web Analytics, Analytics, Online Marketing, Marketing Communications, Integrated Marketing, Marketing Strategy, Direct Marketing
Education
Fordham University 1982 — 1986
Bachelor's degree, Economics
Fordham University
MA, Media Studies
New York Hospital Queens March 2012 - Present
Chatterbox Amusements LLC March 2010 - Present
Brookfield Asset Management July 2007 - March 2010
JPMorgan Chase August 2001 - July 2007
Josephthal November 1999 - July 2001
Dreyfus October 1998 - October 1999
Skills
Accounting, MBA, Excel, Word, PowerPoint, Financial Reporting, General Ledger, Financial Analysis, Reconciliation, GAAP, Microsoft Office, Accruals, Fixed Assets, Financial Accounting, Spreadsheets, US GAAP, Bookkeeping, Consolidation, Variance Analysis, Windows, Lotus Notes, Non-profits, Healthcare, Real Estate, Outlook, ADP Payroll, Accounts Payable, Tax Returns, Mutual Funds, Process Improvement, Professional..., QuickBooks
Education
Fordham Gabelli School of Business 2003 — 2006
MBA, Accounting & Finance
University at Albany, SUNY 1993 — 1997
BS, Finance
John Glenn High School 1990 — 1993
Diploma, n/a
Fordham University and Hofstra University September 2009 - Present
Bessemer Investment Management March 2004 - Present
Deutsche Asset Management March 1999 - March 2004
Dreyfus June 1997 - March 1999
Goldman Sachs December 1995 - June 1997
Morgan Stanley September 1994 - December 1995
Skills
Quant, Hedge Funds, Asset Management, Portfolio Management, Investments
Education
Hofstra University 1994 — 1997
MBA, Banking and Finance
Stony Brook University 1988 — 1991
BA, Economics
Prudential Investments July 2004 - Present
Prudential Securities July 2000 - June 2004
Dreyfus June 1998 - June 2000
Skills
Series 63, Process Improvement, Mutual Funds, Investments, Financial Services
Education
Hofstra University 1998 — 2002
M.B.A, Finance
University of South Florida - College of Business Administration 1992 — 1996
Bachelor's degree, Marketing
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
YMCA November 2013 - Present
BNY Mellon 2006 - June 2012
The Bank of New York Mellon May 2006 - May 2012
BNY Mellon July 2004 - August 2006
Dreyfus July 1995 - June 2004
Con Edison June 1992 - May 1995
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., PMP, PMO, Programming, Agile Methodologies, Scrum, Project Management, IT Management, Requirements Analysis, Agile Project Management, Testing, Project Portfolio...
Education
Iona College 1988 — 1992
Bachelor of Science
Iona College 1988 — 1992
Bachelor of Science (B.S.)
Barclays Wealth and Investment Management, Americas May 2015 - Present
Barclays Wealth 2008 - Present
Lehman Brothers January 2004 - September 2008
Neuberger Berman November 1998 - December 2003
Dreyfus 1996 - 1998
NIDS 1993 - 1995
Education
Hofstra University 1989 — 1993
Bachelor of Science (BS), Computer Science
Accenture September 2015 - Present
Accenture November 2012 - September 2015
InnerWorkings February 2009 - September 2009
Citigroup October 2007 - February 2009
Cleary Gottlieb 2005 - October 2007
Dreyfus November 2003 - August 2005
Skills
Vendor Management, Negotiation, Strategic Sourcing, Project Management, Sourcing, Contract Negotiation, Management, Procurement, Process Improvement, Account Management, Purchasing, Cross-functional Team..., Supply Chain Management, Forecasting, Global Sourcing, Business Process..., Outsourcing, Spend Analysis, Customer Service, Change Management, Program Management
Education
John Carroll University 1999 — 2003
Logistics and Management Business Technology
Reich & Tang February 2011 - Present
Double Rock Corporation October 2004 - February 2011
The Reserve 2004 - February 2011
Dreyfus August 2000 - October 2004
Lexington Management Corporation 1996 - 2000
Skills
Asset Management, Mutual Funds, Investments, Sales, Marketing, Securities, Financial Analysis, Financial Services, Series 7, Portfolio Management, Email Marketing, Management, Series 63, Wealth Management, Business Analysis, Hedge Funds
Education
Long Island University 1998 — 2000
MBA, Finance/Marketing
Rider University 1989 — 1993
BS, Finance
Westwood Jr./Sr. Regional High School
JPMorgan Chase June 2013 - Present
Bank of New York Mellon March 2006 - May 2013
Dreyfus October 2001 - March 2006
Skills
Mutual Funds, Fund Accounting, Banking, Portfolio Management, Risk Management, Equities, Corporate Actions, Financial Analysis
Education
Manhattan College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Buck Consultants August 2002 - Present
Dreyfus 1999 - 2002
Newsweek 1993 - 1998
Caswell-Massey 1991 - 1993
Skills
Management, Financial Modeling, Finance, Analysis, Mergers & Acquisitions, Accounting, Forecasting, Financial Analysis
Education
Fairleigh Dickinson University
MBA, Finance
University of Scranton 1987 — 1991
BS, Accounting
Wayne Hills High School 1983 — 1987
Barclays Investment Bank June 2015 - Present
Financial Industry Regulatory Authority January 2013 - Present
The Single Parent Resource Center September 2012 - Present
Mitsubishi UFJ Trust and Banking Corporation January 2013 - March 2015
CIT July 2010 - January 2013
BNY Mellon April 2008 - July 2010
Morgan Stanley 2006 - 2008
Merrill Lynch January 2005 - October 2006
Merrill Lynch 2002 - 2003
Dreyfus 1998 - 2000
Skills
FINRA, Banking, Finance, Mutual Funds, Variable Annuities, ETFs, Securities, Compliance, Regulatory Affairs, Due Diligence, Drafting Policies, Procedure Development, Process Improvement, Corporate Governance, Arbitration, Alternative Dispute..., Financial Services, Asset Managment, Investment Banking, Risk Management, Bloomberg, Asset Management
Education
Seton Hall University
MBA, Management
Seton Hall University
Graduate Certificate, Entrepreneurship/Entrepreneurial Studies
Hofstra University 2004 — 2007
B.S., Organizational and Leadership Studies
National Marfan Foundation May 2010 - Present
Marks Paneth & Shron LLP April 2009 - April 2010
FoodHandler September 2000 - July 2008
soldout.com March 1998 - June 2000
Lawrence, O'Donnell, Marcus & Co. LLC October 1994 - March 1998
Metagram America Inc. November 1987 - January 1994
Dreyfus January 1987 - November 1987
CBS Broadcast International August 1985 - December 1986
Coopers & Lybrand June 1983 - August 1985
Long Island Lighting Company April 1980 - June 1983
Skills
Microsoft SQL Server, System Administration, Integration, Databases, Project Management, Network Administration, Unix, Windows Server, Information Technology
Education
University of Miami 1976 — 1978
B.S., Mathematics/Statistics/Computer Sceience
Hofstra University 1974 — 1976
Mathematics
PS 135
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
J.P. Morgan Asset Management December 2014 - Present
Goldman Sachs Asset Management November 2009 - December 2014
Old Mutual Capital February 2007 - August 2009
Dreyfus June 2003 - February 2006
Lord Abbett 2001 - 2003
Education
Hamilton College 1996 — 2000
Suffield Academy 1994 — 1996
ALPS Inc., Exclusive Distributor of CoreCommodity Management January 2015 - Present
The Kid and The Kale April 2013 - Present
E*TRADE Financial April 2013 - January 2015
Piedmont Capital Distributors April 2012 - April 2013
OppenheimerFunds November 2004 - October 2010
JPMorgan Chase December 2003 - November 2004
Dreyfus April 2000 - December 2003
Skills
Portfolio Management, Series 6, Equities, Series 7, Securities, Financial Markets, Series 63, Wealth Management, Asset Allocation, Fixed Income, Bonds, Retirement Planning, Investment Strategies, Investment Management, Financial Services, ETFs, Separately Managed..., Relationship Management, Variable Annuities, Retirement, Financial Advisory, Hedge Funds, Asset Management, Investments, Mutual Funds, Financial Analysis, Asset, FINRA, Alternative Investments, Capital Markets, Compliance, Financial Modeling, Financial Planning, Due Diligence, Risk Management, Banking, Investment Advisory, Public Speaking, Small Business, Part Time CFO, Food Safety, Food Manufacturing, Finance, Series 65, Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and International Business
Hofstra University
BBA, Business Management
Merrill Lynch April 2011 - Present
Fidelity Investments July 2005 - March 2011
AXA Financial May 2004 - July 2005
D.C. CAPITAL CORPORATION December 2002 - May 2004
Dreyfus September 1999 - October 2002
Skills
Corporate Finance, Operations Management, Finance, MS Office, ILX,..., Investments, CRM, Equities, Fixed Income, Management, Trading, Financial Services, Financial Markets, Strategic Financial..., Sales, Options, Financial Advisory
Education
Kean University
Bachelor's degree, Business/Managerial Economics
The Buckingham Research Group March 2014 - Present
BB&T Capital Markets February 2010 - March 2014
C. L. King & Associates March 2002 - February 2010
Dreyfus 2000 - 2002
Skills
Equities, Equity Research, Financial Modeling, Bloomberg, Valuation, Capital Markets, Equity Valuation, Investments, Hedge Funds, Financial Analysis, Series 7, Asset Management
Education
Lehigh University 1994 — 1998
Medxcel August 2014 - Present
Fifth Third Bank October 2010 - July 2014
DTCC December 2008 - February 2010
Lehman Brothers June 2006 - October 2008
Dreyfus November 2000 - June 2006
Skills
Forecasting, Strategic Planning, Process Improvement, Decision Support, Financial Reporting, Financial Analysis, Budgeting, P&L Management, Business Analysis, Business Planning, Analysis, Budgets, Finance, Leadership, Management, Strategic Financial..., Financial Planning, Financial Modeling
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance / Investments
State University of New York College at Plattsburgh 1994 — 1998
Bachelors, Economics/Finance
EisnerAmper LLP January 2004 - Present
Dreyfus 1994 - 2000
Dreyfus Financials 1993 - 2000
Education
Long Island University, Brooklyn Campus 1976 — 1983
Bachelor of Science (BS)
Prudential Investments February 2000 - Present
Dreyfus October 1998 - February 2000
Morgan Stanley Investment Management August 1995 - October 1998
Education
Loyola University Maryland 1991 — 1995
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Forsa Construction LLC 1995 - Present
Dreyfus 1989 - 1995
Education
Loyola Marymount University
Deutsche Bank November 2009 - Present
JP Morgan June 2008 - June 2009
Bear Stearns March 1998 - May 2008
Bankers Trust June 1994 - March 1998
Dreyfus September 1992 - June 1994
Skills
Mutual Funds, Financial Accounting, Structured Products, Portfolio Management, Equity Derivatives, Strategy, Alternative Investments, Equities, Financial Modeling, Equity Research, Equity Trading, Options, Credit Derivatives
Education
Flagler College 1988 — 1992
BA, Business Admin/Accounting
Mirae Asset Global Investments June 2013 - Present
DREYFUS February 2004 - June 2013
Skills
Series 63, Series 7, Mutual Funds, Series 6, Securities, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Fixed Annuities
Education
Kent State University 1995 — 1998
Goldman Sachs 1995 - 2000
Dreyfus 1993 - 1995
Baxter Healthcare 1991 - 1993
Education
Long Island University, C.W. Post Campus 1988 — 1990
Master of Library & Information Science (M.L.I.S.), Library and Information Science
SUNY at Buffalo 1984 — 1987
Bachelor of Arts (B.A.), Communication and Media Studies
BNY Mellon-Dreyfus Investments 1997 - Present
Dreyfus/BNY Mellon Asset Management 1997 - Present
Dreyfus June 1997 - 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 63, Separately Managed..., Fixed Income, Portfolio Management, Investment Advisory, Securities
Education
Michigan State University 1974 — 1978
BA, Marketing
Buck Consultants January 2009 - Present
Affiliated Computer Services 2005 - 2008
Mellon Financial 2000 - 2004
Dreyfus 1994 - 1999
Linotype 1989 - 1993
Skills
Pensions, 401k, Retirement, Relationship Management, Investments, Financial Services, Process Improvement
Education
Hofstra University 1984 — 1988
Marketing, Management
Adler Branding & Marketing Services November 2013 - Present
Thinkwell, Inc. 2011 - 2013
Dix Hills Partners, LLC 2009 - 2011
DWS Investments 2007 - 2009
Dreyfus 2004 - 2007
UBS Global Asset Management 1994 - 2002
Skills
Mutual Funds, Investments, Alternative Investments, Business Development, Financial Services, Asset Management, Marketing, Finance, Marketing Communications, Investment Strategies, Sales, Financial Advisory, Asset Allocation, Retirement, Financial Planning
Education
Fairfield University
BS, Finance
J.P. Morgan June 2013 - Present
J.P. Morgan September 2007 - June 2013
Morgan Stanley Investment Management August 2000 - September 2007
Morgan Stanley August 2000 - September 2007
Morgan Stanley Investment Management - London January 2004 - December 2004
Oppenheimer Capital March 1994 - August 2000
Dreyfus 1992 - 1993
Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options
Education
LIU Post 1989 — 1992
BS, Business Administration
J&W Seligman 1997 - Present
Dreyfus 1995 - 1997
Bankers Trust 1993 - 1995
Skills
Asset Management, Series 7, Financial Services, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Equities, Securities, Hedge Funds, Investment Management, Marketing Communications
Education
Harvard University
The George Washington University
Morgan Stanley November 2009 - Present
Merrill Lynch March 2007 - November 2009
Merrill Lynch April 1999 - February 2007
Dreyfus June 1998 - April 1999
Skills
ETFs, Alternative Investments, Hedge Funds, Options, Derivatives, Series 7, Equities, Equity Derivatives, Swaps, Asset Allocation, Series 63, Volatility, Quantitative Finance, Structured Products, Fixed Income, Electronic Trading, Equity Trading, Investments
Education
Hofstra University 1996 — 2000
BBA, Finance
CLS Group August 2013 - Present
JPMorgan Chase December 2011 - August 2013
JPMorgan Chase March 2007 - December 2011
Citi May 1999 - March 2007
Dreyfus June 1993 - May 1999
Skills
Analysis, Banking, Asset Management, Budgets, Equities, Finance, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Financial Services, Forecasting, Management, Risk Management, Strategy
Education
Monmouth University 1985 — 1988
MBA, Finance
Rowan University 1977 — 1981
BA, Finance
Budget Blinds February 2014 - Present
Axis Global Logistics September 2013 - June 2014
PPG Industries FDBA Spraylat Corporation December 2012 - July 2013
Spraylat Corporation January 2010 - December 2012
GNC November 2005 - November 2011
Eastman Kodak FDBA Kodak Polychrome Graphics 2006 - August 2009
Kodak Polychrome Graphics FDBA Polychrome 1998 - 2006
Polychrome Corporation 1989 - 1998
Motif Designs 1986 - 1989
Dreyfus 1984 - 1986
Skills
Auditing, Financial Analysis, SAP, Accounting, Process Improvement, Cost Accounting, Variance Analysis, Budgets, Payroll, Cash Management, Analysis, Management, Cash Flow, Finance
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Finance
Mercy College
BS, Accounting
Miller/Howard Investments November 2010 - March 2014
Tortoise Capital Advisors June 2010 - September 2010
John Hancock Funds December 2006 - November 2008
BlackRock July 2003 - November 2006
Dreyfus 2000 - 2002
Skills
Series 7, Series 65, Separately Managed..., Mutual Funds, Closed-end Funds, Asset Allocation, Wealth Management, Alternative Investments, Equities, Investments, Securities, MLPs, Asset Management, Series 63, CIMA, CRPC
Education
University of Michigan 1993 — 1996
BBA, Marketing
Michigan State University
Business Administration
TIAA-CREF June 2011 - March 2012
Double Rock Corporation 2007 - June 2011
Credit Suisse July 2002 - April 2007
Dreyfus December 1996 - March 2002
First Boston Corp / Credit Suisse First Boston January 1989 - December 1996
Salomon Brothers 1985 - 1987
Skills
Equities, SDLC, Fixed Income, Business Analysis, Back Office, Securities, DB2, Options, PMP, Requirements Analysis, Investment Banking, Risk Management, Project Management
Education
LIU Post
BA
Pace University - Lubin School of Business
MBA, Management Information Systems and Services
Exane Inc. January 2011 - Present
Reserve Funds, Resrv Partners, Reserve Management Company January 2005 - January 2011
Maxcor Financial/Euro Brokers May 2001 - January 2005
BlueStone Capital Securities Inc December 1999 - April 2001
FINRA (NASD) April 1999 - December 1999
Dreyfus 1992 - 1999
Education
Rutgers University-New Brunswick 1984 — 1988
LIU Post
MBA, Finance
Dreyfus April 1999 - February 2009
Dreyfus 1999 - 2009
Education
Hofstra University 1986 — 1989
BBA, Marketing
Bank of America November 2014 - Present
J.P. Morgan Asset Management October 2012 - November 2014
JP Morgan Asset Management January 2010 - January 2013
JP Morgan Chase July 2005 - February 2010
JP Morgan Chase 2005 - 2009
Seligman Data Corp. 2000 - 2004
Dreyfus June 1998 - January 2000
Skills
Certified Public..., Internal Controls, Finance, Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Management, Sarbanes-Oxley Act, Cash Management, Hedge Funds, Operations Management, Due Diligence, Financial Services, Budgets, Forecasting, Corporate Finance, Mergers & Acquisitions, PeopleSoft, Private Equity, Treasury Management, CPA, Mutual Funds, Risk Management, Investments, Banking, Auditing, Series 7, Financial Accounting, Series 63, Trading, Training, 401k, Investment Management, Insurance, Payments, Relationship Management, Business Process, US GAAP
Education
City University of New York-Queens College 2007 — 2008
Accounting
Hofstra University 2000 — 2004
MBA, Finance
State University of New York at Albany 1994 — 1998
BA, Psychology
Citi August 2005 - Present
Quick & Reilly October 2001 - August 2005
Neuberger Berman July 1999 - July 2001
Dreyfus 1993 - 1999
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Financial Advisory, Securities, Investments, Retirement, IRAs, Portfolio Management, 401k, Life Insurance, Asset Management, Credit, Bonds, ETFs, Estate Planning, Finance, Insurance, Investment Management, Long-term Care, Options, Pensions, Separately Managed..., Series 24, Strategic Financial..., Variable Annuities, Wealth, Wealth Management..., Series 6, Hedge Funds, Uniform Combined State..., Banking, FINRA, Financial Markets, Trading, Financial Modeling, High Net Worth..., Derivatives, Financial Services, Series 65, Financial Planners
Education
Hofstra University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Hofstra University 1990 — 1993
Master's degree, Banking and Financial Support Services
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Schwab Private Client Investment Advisory August 2009 - Present
Blue Harbor Getaways, LLC January 2000 - Present
Charles Schwab & Co July 2009 - December 2011
Charles Schwab & Co June 1995 - July 2009
Direct Marketing Association 1993 - 1995
Dreyfus 1992 - 1994
Publishers Clearing House 1991 - 1993
Skills
Series 7, Series 63, Series 65, Certified Financial..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Banking, Insurance, Financial Services, Uniform Combined State..., Alternative Investments, Wealth Management..., Financial Advisory, Estate Planning, Options, FINRA, ETFs, Fixed Annuities, Equities, Asset Management, 401k, Retirement, Financial Markets, Securities, IRAs, High Net Worth..., Investment Management, Separately Managed..., Financial Planners, Wealth, Series 24, series 9, series 10, series 8
Education
SUNY Old Westbury 1988 — 1990
BS, Business
Hofstra University 1988 — 1989
Bachelor of Science (B.S.), Business & Marketing
Fidelity Bank October 2014 - Present
Romell Ashby Photography June 2012 - Present
The Home Depot March 2014 - October 2014
Synovus July 2011 - July 2013
Bank of North Georgia October 2006 - July 2011
Bank of America August 2003 - October 2006
Elgia, Inc. October 2001 - July 2003
The Chubb Institute October 1999 - July 2001
Apax Partners June 1997 - September 1999
Dreyfus October 1995 - May 1997
Skills
Credit, Networking, Training, Microsoft Office, Retail Banking, Loans, Customer Service, Banking, Coaching, Photography, Consumer Lending, Sales Management, Small Business Lending, Retail, Commercial Banking, Credit Analysis, Management
Education
Fisher College 1984 — 1987
A.S
Northeastern University 1981 — 1983
J.P. Morgan Asset Management September 2013 - Present
Dreyfus January 2013 - September 2013
Dreyfus March 2006 - January 2013
Lord, Abbett & Co. 2002 - 2006
Skills
Series 7, Mutual Funds, Sales Management, Series 66, Coaching, Series 24, Asset Allocation, Uniform Combined State..., Series 63, Alternative Investments, Separately Managed..., Securities, ETFs, Investment Strategies, Series 65, Investment Advisory, Wealth Management, Series 6, Asset Management, FINRA
Education
Muhlenberg College 1998 — 2002
B.A., Economics & Polical Science
PIMCO January 2013 - Present
Dreyfus September 2008 - January 2013
Raymond James April 2003 - September 2008
Raymond James Financial Services 2003 - 2008
Franklin Templeton Investments 2002 - 2003
Skills
Series 7, Mutual Funds, Wealth Management, Asset Allocation, Securities, Alternative Investments, Series 63, Investments, Asset Managment, Portfolio Management, Investment Strategies, Equities
Education
Eckerd College 1999 — 2003
BS, Economics / Finance
Marsh & McLennan Companies Inc. Cash ManagerThe Penn Central Corporation1981 - 1984
Dreyfus 1979 - 1981
Skills
Financial Modeling, Financial Analysis, Treasury Management, Cash Management, Managerial Finance, Corporate Finance, Tax, Risk Management, Sarbanes-Oxley Act, Capital Markets, Internal Controls, SEC filings, Financial Reporting, Financial Risk, Strategic Financial...
Education
Fordham Gabelli School of Business 1986 — 1989
Finance
Marist College 1976 — 1978
BS, Accounting
Suffolk County Community College 1974 — 1976
Dreyfus January 2012 - Present
Skills
Fundraising, Public Relations, Marketing Strategy, Mutual Funds, Financial Services, Alternative Investments, Investments
Education
Fordham University 2008 — 2009
M.A., Political Science: Concentration on Economic Policy
Florida State University 2004 — 2008
B.A. Political Science
Charles, Boudin & Company LLP June 2015 - Present
Frey & Wagner, CPA's PC September 1999 - May 2015
M. Fortunoff of Westbury Corp. 1984 - 1988
Dreyfus 1979 - 1984
Skills
Financial Reporting, Accounting, General Ledger, GAAP, Microsoft Excel, Internal Controls, Financial Accounting, Fixed Assets, Account Reconciliation, Microsoft Word, Auditing, Tax, Journal Entries, Financial Statements, Accounts Payable, Sarbanes-Oxley Act, QuickBooks, Income Tax, Corporate Tax, US GAAP, Bank Reconciliation, Expenses, Payroll
Education
Long Island University, C.W. Post Campus 1975 — 1979
Bachelor of Science, Public Accountancy
Aflac April 2011 - Present
Harriet Hancock Community Center October 2009 - December 2012
PenServ Plan Services October 2008 - July 2009
Enterprise Iron Financial Industry Solutions, Inc. November 2006 - August 2008
Strategic Workforce Solutions July 2005 - February 2006
Research Foundation of CUNY February 2003 - July 2005
Mellon HR & Investor Solutions July 1996 - May 2002
Dreyfus March 1995 - July 1996
Skills
Process Improvement, Account Reconciliation, Training, Mutual Funds, Program Management, Management
Education
Midlands Technical College 2010 — 2010
Certificate, Database Design and Management
Hofstra University 1992 — 1994
BBA, Business Administration
Standard & Poor's 2010 - Present
JP Morgan Chase 2008 - 2009
Credit Suisse 2007 - 2008
JPMorgan Chase 2004 - 2007
Goldman Sachs 2004 - 2004
J.P. Morgan 2000 - 2003
Dreyfus 1996 - 2000
Transamerica Leasing 1983 - 1996
Skills
Financial Services, SDLC, Business Requirements, Requirements Gathering, Business Analysis, Requirements Analysis, Waterfall, Software Project..., Quality Center, Data Warehousing, Visio, Vendor Management, Agile Methodologies, Project Delivery, Business Process..., Enterprise Architecture
Education
New York University - Polytechnic School of Engineering
MS, Computer Science
Duke University 1974 — 1977
BA
Dreyfus March 1989 - Present
Skills
Investment Management, Separately Managed..., Series 63, Mutual Funds, Asset Allocation, Wealth Management, Series 7, Alternative Investments, Series 65
Education
Dowling College 1997 — 1999
MBA
University at Albany, SUNY 1984 — 1988
BA
School name:
Dreyfus January 2006 - Present
Dreyfus Service Corporation May 1998 - December 2005
Dreyfus January 1997 - May 1998
Skills
Call Center, Mutual Funds, Series 7, Series 63, Series 6, Securities
Education
Hofstra University 1995 — 1998
MBA, Banking & Finance
Hofstra University 1987 — 1991
BBA, Management
West Hempstead High School 1983 — 1987
Dreyfus June 2011 - Present
Emblem Health June 2010 - June 2011
CA Technologies, Inc. July 2007 - January 2010
Garden City Group May 2006 - July 2007
Skills
Visio, Hyperion Enterprise, Microsoft Excel, VBA, Change Management, PowerPoint, Hyperion HFM, Email Etiquette, Access, Databases, Business Analysis, Process Improvement, PeopleSoft, Project Management, Data Analysis, Analysis, Tableau, SAP, Microsoft Office, Finance, Financial Analysis
Education
Hofstra University 2007 — 2010
Master of Business Administration, Finance
University at Albany, SUNY 2002 — 2006
Bachelor of Science, Finance/ Information Technology Management
Pinnacle Strategies, Inc./New York Life Insurance Company / NYLIFE Securities LLC December 2008 - Present
SunTrust Robinson Humphrey 2003 - 2006
JP Morgan Chase H&Q 1998 - 2002
Dreyfus 1996 - 1998
USMC Reserves 1989 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Strategic Financial..., Insurance, Accounting, Tax, Life Insurance, Risk Management, Estate Planning, Business Development, Retirement, New Business Development, Analysis, Alternative Investments, Asset Management, Wealth Management, CRM, IRAs, Investment Strategies
Education
LIU Post 1987 — 1991
BA, Political Science
Arachnys - Instant worldwide due diligence July 2015 - Present
Thomson Reuters July 2013 - July 2015
Thomson Legal & Regulatory June 2010 - July 2013
Complinet March 2008 - June 2010
Dreyfus 2005 - 2008
Trident Partners Ltd. 2003 - 2005
Skills
Solution Selling, Financial Services, Recruiting, New Business Development, Sales, Salesforce.com, CRM, Strategy, Account Management, AML, Enterprise Software, Key Account Management, Sales Operations, Sales Process, SaaS, Professional Services, Sales Management, Management, B2B, Selling, Contract Negotiation, Lead Generation, Risk Management, Business Development, Strategic Partnerships, Business Strategy, Business Analysis, Direct Sales, Vendor Management, Finance, Business Intelligence, Competitive Analysis, Customer Satisfaction, Leadership, Product Management, Sales Presentations, Training, Customer Retention, Cold Calling, Executive Management
Education
Dowling College 2000 — 2004
BA, Comunications, Finance
University of Alabama
Raymond James 2001 - Present
Prudential Securities 1998 - 2001
Dreyfus 1994 - 1998
Skills
Investments, Securities, Finance, Management, Financial Advisory, Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Investment Advisory, Strategic Financial...
Education
Texas A&M University-Commerce 2014 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2010
Executive Degree, Securities Industry Insitutute
Florida International University 1984 — 1988
Bachelors in Business Administration, MIS
John Hancock Financial Services June 2014 - Present
State Street April 1999 - May 2014
Putnam Investments October 1994 - April 1999
Nomura Asset Management 1988 - 1995
Dreyfus October 1985 - January 1988
Skills
Client Service Oriented, Performance Measurement, Performance Attribution, Equities, Fixed Income, Mutual Funds, Product Management, Hedge Funds, Alternative Investments, Risk Management, Analytics, Investments, Portfolio Management, Investment Management, Financial Services, Fund Accounting, Financial Analysis, Derivatives, Client Services, Capital Markets, Bloomberg, Asset Management
Education
Luther College 1981 — 1985
B.A., Accounting
Conlon Real Estate August 2012 - Present
PRS & Associates June 2006 - August 2012
Banc of America Investment Services February 2000 - February 2005
Dreyfus March 1998 - February 2000
Skills
Relocation, Referrals, Selling, Buyers, FHA, Home Staging, Brokerage, Real Estate Development, Property, Apartments, Negotiation, SFR, Investments
Education
Eastern Illinois University 1990 — 1994
Bachelor of Science, Botany
Mother McAuley Liberal Arts High School 1986 — 1990
High School Diploma, Liberal Arts
Legg Mason September 2005 - Present
Deloitte & Touche June 1997 - September 2004
Dreyfus June 1996 - July 1997
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Reporting, Tax, Securities, Fund Administration, SEC filings, Financial Analysis, Financial Modeling, Private Equity, Asset Managment
Education
Hofstra University 1992 — 1996
BBA, Accounting
Holy Cross High School 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley June 2014 - Present
Corpia AB October 2012 - June 2014
Morgan Stanley June 2013 - August 2013
Dreyfus January 2011 - January 2013
Morgan Stanley June 2012 - August 2012
Northland Resources July 2011 - October 2011
Scanoil Int. Limited June 2011 - August 2011
Cerberus AB March 2010 - August 2010
Cerberus AB October 2009 - March 2010
Skandiabanken August 2009 - October 2009
Skills
Investment Banking, Financial Markets, Investments, Equities, Trading, Capital Markets, Business Strategy, Financial Modeling, Valuation, Financial Analysis, Equity Research, Economics, Sales, Equity Valuation, Corporate Finance, Bloomberg, Mutual Funds
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science, Major in Finance; Minor in Russian
Enskilda Gymnasiet 2001 — 2009
Natural Science Program
Wyoming Seminary 2007 — 2008
Mathematics, History, English, Russian, Environmental Science
warren township schools December 2007 - Present
Dreyfus November 1992 - January 1994
Education
University of Delaware 1984 — 1988
BA, Human Resources and Communication
Fairleigh Dickinson University 1984 — 1985
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) October 2014 - Present
UBS Wealth Management June 2008 - October 2014
UBS Wealth Management December 2007 - June 2008
UBS INTERNATIONAL BROKER/DEALER May 2007 - December 2007
XL Capital Assurance January 2007 - May 2007
Dreyfus August 2005 - January 2007
Skills
Middle Office, Microsoft Office, UBS LEAN/Six Sigma..., Equity Derivatives, Foreign Exchange, Foreign Exchange Options, Visio, Settlements, Change the Bank Projects, Bloomberg Terminal, Key Performance..., Portia, Reconciliations, Charles River, Global Plus, Frontier, Microsoft Excel, Account Reconciliation, Settlement, Options, Trading, Mutual Funds, Banking, Corporate Actions, Fixed Income, Equities, FX Options, Derivatives, Process Improvement, Financial Services, Wealth Management, FINRA, Alternative Investments, DTC, Change Management, Global Custody, Private Banking, Bloomberg, Accounting, Financial Analysis, Payments, Back Office, Financial Reporting, Cash Management, Securities
Education
Mount Saint Mary College 2001 — 2005
Bachelor's degree, International Business/Accounting
Invesco Aim March 2007 - April 2011
Dreyfus January 2005 - December 2006
AllianceBernstein October 1989 - January 2005
Education
Fairleigh Dickinson University
Bank of New York Mellon Corporation 2007 - Present
Hofstra University School of Law- Securities Arbitration Clinic January 2009 - August 2009
Dreyfus 2003 - 2007
Dreyfus 1999 - 2003
Dreyfus 1997 - 1999
Education
Hofstra University School of Law
J.D., Concentration Corporate and Securities Law
Hofstra University
Master of Business Administration (M.B.A), Finance
Hofstra University
Bachelor of Business Administration (BBA), Business Management
The PrinceRidge Group June 2010 - July 2011
Dreyfus March 2006 - June 2010
JPMorgan Chase January 2005 - March 2006
Education
Manhattan College 2000 — 2004
Bachelor of Science (BS), Finance, General
Town of Hempstead Housing Authority September 2006 - Present
Merrill Lynch June 2005 - December 2005
Dreyfus May 1999 - June 2005
Education
Hofstra University 1994 — 1999
Bachelor of Arts (B.A.), Social Sciences
Landauer Metropolitan August 2010 - Present
Praxair April 2010 - September 2010
Dreyfus October 2007 - December 2008
Skills
Data Analysis, Writing, Creative Writing, Microsoft Office, Management, Medical Billing, Medical Coding, Claims Resolution
Education
Queens College 2010 — 2013
Master's degree, Secondary Education and Teaching, 7-12
Nassau Community College 2009 — 2009
Credits (36, 4.0 GPA), English Language and Literature, General
Villanova University 2000 — 2005
Bachelor of Science (B.S.), Finance, General
XLNT Software Solutions, Inc./ PyroSignal October 2005 - Present
Mellon Bank September 2001 - December 2003
Dreyfus January 1999 - August 2001
Skills
Software Development, MS Project, Testing, Project Management, Business Analysis, Strategic Planning, Process Improvement, SDLC, Vendor Management
Education
Saint John's University 1980 — 1984
Bachelor of Arts (B.A.), Marketing
Dowling College 1979 — 1979
Citco Fund Services January 2013 - Present
Citco Fund Services January 2008 - December 2012
AXA US March 2005 - January 2008
BNY Mellon May 2004 - March 2005
Dreyfus December 2000 - May 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing
Education
Long Island University, Brooklyn Campus 2003 — 2005
Master of Business Administration (MBA), Finance, General
Howard University 1996 — 2000
New York University October 2002 - Present
. 2010 - Present
New York University, Division of Libraries November 2011 - 2013
Dreyfus 1998 - 2002
Skills
Web Archiving, Cataloging, Archives, Library, Library Science, Archive-IT, Archivist Toolkit, Metadata, Collection Development, Information Literacy, Library Instruction, Library Research, Research, Digitization, Digital Preservation, Records Management, Digital Libraries, History, Processing Collections, Westlaw, Lexis, Museum Collections, Editing, FileMaker, Online Research, Archival Research
Education
Two Master's Degrees - LIU (MLIS) and NYU (MA) 2010 — 2014
Long Island University, C.W. Post Campus 2010 — 2013
Master's Degree, Rare Books and Special Collections, 4.0
New York University 2010 — 2014
Master's Degree, Archives, 3.8
New York University 2005 — 2008
Bachelor's Degree, History and Medieval and Renaissance Studies, cum laude
Professional and Academic Affiliations
BNY Mellon January 2013 - Present
BNY Mellon June 1999 - January 2013
Dreyfus October 1997 - June 1999
Education
Hofstra University 1996 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1991 — 1995
Associate's degree, Hotel Management
Dreyfus June 2014 - Present
Dreyfus February 2008 - June 2014
Skills
Financial Services
Education
State University of New York College at Old Westbury 2007 — 2008
Business Administration and Management, General
Nassau Community College 2004 — 2007
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities