Dreyfus Company

Industry: French officer

Description

Alfred 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

Employee
Years
Job
Industry
J. Wesley Donnelly, CFA J. Wesley Donnelly, CFA Greater New York City Area Details
J. Wesley Donnelly, CFA's Dreyfus Experience July 2014 - Present
Job Senior Product Manager at Dreyfus
Industry Investment Management
Experience
Dreyfus   July 2014 - Present
Lord, Abbett & Co. LLC   December 2010 - July 2014
Bennett Lawrence Management, LLC   June 2006 - November 2010

Skills
Series 7, Series 66, Series 24

Education
The College of New Jersey   2000 — 2004
Bachelor of Science (BS), Finance

Henry Henkel Henry Henkel Greater New York City Area Details
Henry Henkel's Dreyfus Experience March 2000 - December 2006
Job Sr. VP Director of Corporate Investment Services at BBVA Compass
Industry Financial Services
Experience
BBVA Compass  December 2014 - Present
MetLife  January 2014 - 2014
MetLife  January 2012 - 2014
MetLife  November 2010 - January 2012
AEGON Global Pensions   2008 - January 2010
AXIA Investment Management   February 2007 - September 2008
Dreyfus   March 2000 - December 2006
MetLife Corporate Accounts   1990 - 2000
MetLife  1984 - 2000

Skills
Asset Management, Pensions, Retirement, Funding, Employee Benefits, Asset, Mutual Funds, Asset Allocation, Investments, Fixed Income, New Business Development, Customer Relations, Annuities, Product Development, Strategic Planning, Sales Management, Budgeting, Account Management, Defined Benefit, Coaching, Business Strategy, Asset Managment, Financial Risk, Financial Services, Management, Sales, Retirement Planning, Insurance, Business Development, CRM, Leadership, Relationship Management, 401k, Investment Management, Series 63, Series 6, Series 7, Wealth Management, Life Insurance, Portfolio Management, FINRA, Investment Advisory, Risk Management, Alternative Investments, Investment Strategies, Strategy, Fixed Annuities

Education
New York University   1988 — 1990
Master of Arts, English

University at Buffalo   1973 — 1978
BA cum laude, English/Education

Victor J. Alfieri Victor J. Alfieri Simpsonville, South Carolina Details
Victor J. Alfieri's Dreyfus Experience April 1998 - January 2004
Job Compliance Manager Centralized Supervisory Unit at LPL Financial
Industry Financial Services
Experience
LPL Financial  March 2014 - Present
LPL Financial  July 2013 - March 2014
FinTrust Investment Advisors, LLC  October 2009 - July 2013
Morgan Stanley  March 2008 - February 2009
Merrill Lynch  January 2006 - March 2008
IBM  January 2004 - June 2005
Dreyfus   April 1998 - January 2004

Skills
Investments, Institutional trading, Compliance, Financial Analysis, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Underwriting, Financial Markets, FINRA, Account Management, Strategic Financial..., Due Diligence, Asset Allocation, Microsoft Excel, Trading, Recruiting, Fixed Annuities, Policy, Securities, Budgets, Training, Strategy, Credit, Customer Service, Investment Strategies, Asset Management, Risk Management, Invoicing, Relationship Management, 401k, Call Centers, Analysis, Retirement, Fixed Income, Hedge Funds, Accounting, Retirement Planning, Financial Services, Series 6, Executive Management, Cross-functional Team..., Mutual Funds, Series 7, Wealth Management, CRM, Banking, Financial Advisory, Finance, Equities

Education
Stony Brook University   1994 — 1997
Bachelor of Arts (B.A.), English

Suffolk County Community College   1992 — 1994
Associate of Science (A.S.), Business Administration and Management, General

Michael Ratner Michael Ratner Boca Raton, Florida Details
Michael Ratner's Dreyfus Experience February 1998 - July 2002
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  April 2011 - Present
Charles Schwab  July 2002 - January 2011
Dreyfus   February 1998 - July 2002

Education
Jericho High School   1983 — 1987

Nassau Community College

University of Maryland College Park

Michael Darr Michael Darr Greater Atlanta Area Details
Michael Darr's Dreyfus Experience 1992 - 1994
Job Vice President at First Trust
Industry Investment Management
Experience
First Trust  February 2006 - Present
SunTrust Investment Services  May 1996 - February 2006
JPMorgan Chase & Co.   1994 - 1996
Dreyfus   1992 - 1994
First Investors  1990 - 1992

Skills
Portfolio Analysis, Core and Satellite..., Gap and Overlap..., ETF Comparisons, Economic Updates, Practice Management..., Client Presentations

Education
NYU
Bachelor's degree, Finance

Schreiber high school

Irene Daroff, PMP Irene Daroff, PMP Greater New York City Area Details
Irene Daroff, PMP's Dreyfus Experience 1998 - 1998
Job Program Manager at AIG
Industry Information Technology and Services
Experience
AIG  June 2015 - Present
AIG  April 2008 - June 2015
AIG  August 1998 - March 2008
Dreyfus   1998 - 1998

Skills
Project Portfolio..., SDLC, Business Process, IT Management, Project Management, Project Delivery, Change Management, Management, Requirements Analysis, Vendor Management, Business Analysis, Software Project..., Budgets, Program Management, Visio, IT Strategy, MS Project, PMP, Business Process..., Process Improvement, Fieldglass, Enterprise Architecture, Business Requirements, Microsoft Project, Analysis, Enterprise Software, Governance, Project Planning, Risk Management, Business Process Design, Software Development, Requirements Gathering, Agile Project Management, Cross-functional Team..., ITIL

Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
MS, Engineering

Emile Molineaux Emile Molineaux San Francisco Bay Area Details
Emile Molineaux's Dreyfus Experience January 1999 - December 2003
Job Senior Compliance Officer at Northern Lights Compliance Services LLC
Industry Financial Services
Experience
Northern Lights Compliance Services LLC   July 2012 - Present
Gemini Fund Services, LLC   December 2003 - July 2012
Dreyfus   January 1999 - December 2003
Morrison & Foerster LLP  July 1995 - December 1998

Skills
Hedge Funds, Securities, Investment Advisory, Asset Managment, Investments, Securities Regulation, Equities, Corporate Governance, Mutual Funds, Investment Management, Funding, FINRA, Asset Management, Series 24

Education
The Catholic University of America, Columbus School of Law   1990 — 1993

University of Massachusetts, Amherst   1980 — 1984
BA, History, Political Science

Caroline Welling Caroline Welling Greater New York City Area Details
Caroline Welling's Dreyfus Experience 1992 - 1993
Job Senior Vice President at Citigold Wealth Management
Industry Financial Services
Experience
Citi  January 2014 - Present
Citi  April 2005 - January 2014
Bankers Trust/Deutsche Bank/State Street   1995 - 2005
Van Eck Global  1993 - 1995
Dreyfus   1992 - 1993

Skills
Series 7, Series 63, Wealth Management, Fixed Income, Equities

Education
Pace University
(BBA), Public Accounting

Stevens Institute of Technology
Master of Science (MS), General Management

Chris Rafter Chris Rafter Scottsdale, Arizona Details
Chris Rafter's Dreyfus Experience 1992 - 1997
Job SVPMBA, IT Expert, Data Center, BC/DR, Cloud/IT Strategy, HyperConvergence, Spend Analysis, App Rationalization
Industry Information Technology and Services
Experience
Logicalis, $2 billion global provider of cloud, consulting, and technology integration solutions   December 2010 - Present
Logicalis  October 2009 - December 2010
Logicalis  May 2006 - May 2010
Alliance Consulting  June 2000 - April 2006
Cap Gemini Ernst & Young  1999 - 2000
New York Life Securities   July 1997 - May 1999
Dreyfus   1992 - 1997

Skills
Winning Large Deals, Improving Shareholder..., Hiring the Best Talent, Creating an Inspiring..., Overachieving Targets, IT Strategy, Cloud Computing, Strategy and Execution, Motivating Salespeople, Talent Management, SaaS, Professional Services, Data Center, Product Management, Managed Services, Consulting, Virtualization, Solution Selling, Enterprise Software, Storage, Management, Strategic Partnerships, Networking, Management Consulting, Leadership, Change Management, Strategic Planning, Marketing Strategy, Sales Management, Social Media Marketing, Big Data, Analytics, Revenue Marketing, Culture Change, Turnaround Specialist, Mergers & Acquisitions, Talent Acquisition, Corporate Turnaround, Expert Listening, Employee Communications, Internet of Things, Hyperconverged..., Negotation and Conflict..., Master Data Management, Sales and Business..., Career Advancement, Leading Teams to..., Dominating Vertical..., Becoming a Trusted..., Outsourcing

Education
New York University - Leonard N. Stern School of Business   1996 — 1999
MBA, Finance & Management, 3.7/4

SUNY Stony Brook   1989 — 1993
Bachelor of Sciences, Economics

Charissa Reyes Charissa Reyes Greater New York City Area Details
Charissa Reyes's Dreyfus Experience March 2015 - Present
Job Sr. Operations Accountant at The Dreyfus Corporation
Industry Financial Services
Experience
Dreyfus   March 2015 - Present
BNY Mellon  October 2012 - March 2015
Cushman & Wakefield  February 2012 - October 2012
BNY Mellon  June 2011 - November 2011
Bank of New York Mellon  December 2007 - June 2011
Alternative Assets and Investments, LLP   May 2007 - December 2007
LatinVox  June 2007 - August 2007
J.R  July 2006 - June 2007
RADIOSHACK CORPORATION  February 2006 - July 2006

Skills
Account Reconciliation, Forecasting, Accounting, Budgets, Analysis, General Ledger, Mutual Funds, PeopleSoft, Outlook, Microsoft Excel, Securities, QuickBooks, Financial Reporting, Financial Analysis, Bloomberg, PowerPoint, Microsoft Word, Fund Accounting, Customer Service, Fixed Income, Finance, Invoicing, Journal Entries, Bank Reconciliation, Accruals, Microsoft Office, Bonds, Financial Services, Financial Accounting, Asset Managment, Corporate Finance

Education
St. John's University, The Peter J. Tobin College of Business   2003 — 2008
BS, Finance & Accounting

Jason Beswick Jason Beswick Greater New York City Area Details
Jason Beswick's Dreyfus Experience May 2004 - October 2006
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones  November 2006 - Present
Northern Highlands Regional High School  November 2003 - Present
Dreyfus   May 2004 - October 2006
Prudential Financial  August 1998 - March 2004

Education
Pace University - Lubin School of Business   1999 — 2002
Master of Business Administration (M.B.A.), Finance, General

State University of New York College at Oswego   1994 — 1998
Bachelor of Business Administration (B.B.A.)

Catherine (Gamolo) Agopcan Catherine (Gamolo) Agopcan Greater New York City Area Details
Catherine (Gamolo) Agopcan's Dreyfus Experience February 2005 - May 2005
Job Digital Technology Professional
Industry Marketing and Advertising
Experience
Xaxis  October 2014 - Present
Xaxis  May 2012 - October 2014
Conversant, Inc. (formerly ValueClick, Mediaplex)   November 2009 - May 2012
Conversant, Inc. (formerly ValueClick, Mediaplex)   July 2008 - November 2009
Merck  June 2005 - July 2008
Dreyfus   February 2005 - May 2005
Rutgers New Brunswick Computing Services  September 2002 - May 2005

Skills
Behavioral Targeting, Project Management, Ad Serving, Display Advertising, Online Advertising

Education
Stevens Institute of Technology   2005 — 2008
MS, Management of Information Systems, 3.9 GPA

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2005
BA, Information Technology/Informatics & Economics

Natasha Kassian Natasha Kassian Greater New York City Area Details
Natasha Kassian's Dreyfus Experience May 1994 - October 1996
Job Global Head of Corporate and Regulatory Compliance, Deputy Chief Compliance Officer at Millennium PartnersI
Industry Law Practice
Experience
Millennium Partners, L.P.   July 2011 - Present
Rothschild Inc.  December 2009 - July 2011
Dwight Asset Management Company LLC   March 2005 - December 2008
Schulte Roth & Zabel LLP  July 2004 - February 2005
UBS Global Asset Management  December 2003 - July 2004
Morgan Stanley Investment Management  May 1999 - December 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP   January 1998 - May 1999
U.S. Court of Appeals   November 1996 - November 1997
Dreyfus   May 1994 - October 1996
Pan Am/Pan Am Shuttle, SAA, New York Air, Business Express/Pilgrim   July 1982 - May 1994

Skills
Hedge Funds, Asset Management, Compliance, Securities Law, Securities, Alternative Investments, AML, Fixed Income, Private Equity, Corporate Governance, Capital Markets, Due Diligence, FINRA, Investments, Mutual Funds, Investment Management, Investment Advisers Act, Equities, Derivatives, Investment Company Act, Financial Regulation, Dodd-Frank, ISDA, Prime Brokerage, Asset Managment, Corporate Law, Securities Regulation, KYC, Structured Products, Investment Banking, USA PATRIOT Act, Investment Strategies, Operational Risk, Financial Risk, MBS, Risk Management, Series 7, Financial Services, Fund Of Funds, Bonds, OFAC, Investment Advisory, Options, Series 24, ETFs, Financial Markets, Broker-Dealer

Education
St. John's University School of Law   1992 — 1996
Juris Doctor, Law

Queens College   1988 — 1992
B.A., Dual major Economics and Accounting

Carla Griffin Carla Griffin Charlotte, North Carolina Area Details
Carla Griffin's Dreyfus Experience March 2006 - July 2007
Job Water Island Capital Regional Vice President
Industry Financial Services
Experience
Water Island Capital, LLC  September 2013 - Present
Stadion Money Management/Mutual of Omaha - MOIS   February 2010 - December 2012
Dreyfus   March 2006 - July 2007
DWS Investments  February 2003 - March 2006
Dreyfus   February 1999 - February 2003
Security Benefit  July 1995 - February 1999
J&W Seligman  January 1991 - June 1994
Interstate/Johnson Lane  1983 - 1991

Skills
Series 7, Series 63, Series 65, Mutual Funds, SMA, Alternative Investments, Wholesaler, Sales Presentations, Time Management, Perseverance, Investments, Financial Advisory, Investment Advisory, Separately Managed..., Variable Annuities, 401k, Asset Allocation, ETFs, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Retirement Planning, Securities, Wealth Management, Hedge Funds

Education
North Carolina State University

Scott Zeleznik Scott Zeleznik Greater Philadelphia Area Details
Scott Zeleznik's Dreyfus Experience 1990 - 1996
Job John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services  April 2015 - Present
John Hancock Retirement Plan Services  September 2000 - Present
Merrill Lynch  1996 - 2000
Dreyfus   1990 - 1996
Fidelity Investments  1986 - 1990
TIAA-CREF  1984 - 1986

Skills
Defined Benefit, 401k, Retirement Planning, Investments, Financial Services, Sales, Investment Strategies, Series 63, Sales Operations, Defined Contribution, Pensions, Series 7, Mutual Funds, Retirement, Fixed Income, Asset Allocation, Fixed Annuities

Education
San Francisco State University   1979 — 1981
MBA, Marketing and Finance

University of California, Santa Barbara   1978 — 1981
BA, Business

Peggy Burton Peggy Burton New York, New York Details
Peggy Burton's Dreyfus Experience 1983 - 1995
Job President at Burton Communications Company
Industry Marketing and Advertising
Experience
Burton Communications Company   1997 - Present
Dreyfus Corporation  1985 - 1997
Dreyfus   1983 - 1995

Skills
Marketing Strategy, Web Consultancy, Advertising, Entrepreneurship, Start-ups, Coaching, Proposal Writing, Marketing Communications, Integrated Marketing, Direct Marketing, Interactive Marketing, New Business Development, Business Development, Public Speaking, Strategic Planning, Public Relations, Product Development, Strategic Communications, Social Media, Leadership, Online Marketing

Education
NY Institute of Finance   1984 — 1986
Series 6, Brokerage

New York University   1960 — 1964
BS in Business Administration, Economics

Susan O'Connor Susan O'Connor Greater New York City Area Details
Susan O'Connor's Dreyfus Experience June 1980 - March 1998
Job ChFC, CASL Nationwide Annuities
Industry Financial Services
Experience
Nationwide Financial Services  January 2000 - Present
New York Life Insurance Company  January 1997 - January 2000
New York Life Insurance Company  1998 - 2000
Dreyfus   June 1980 - March 1998
BlackRock - Compass Capital Group   January 1997 - January 1997
Dreyfus Service Corp   January 1982 - January 1997

Skills
Mutual Funds, Fixed Annuities, Public Speaking, Pensions, Retirement, Series 6, Banking, Retirement Planning, Estate Planning, Long-term Care, Selling, Strategic Financial..., Variable Annuities, IRAs, Financial Advisory, Financial Services, Investments, Asset Management, Sales, Asset Allocation, Securities, 401k, Investment Advisory, Portfolio Management, Alternative Investments, Universal Life, Series 7, Life Insurance, Wealth Management, Series 65, Series 63, Separately Managed..., Investment Strategies, Series 24, Insurance

Education
The American College   2007 — 2010
ChFC, Financial Planning

Sacred Heart Academy   1975 — 1979
HS

David Kashtan David Kashtan Columbus, Ohio Details
David Kashtan's Dreyfus Experience 1986 - 2002
Job Director of Product and Financial Planning at Huntington National Bank
Industry Financial Services
Experience
Huntington National Bank  May 2014 - Present
PNC Investments  2007 - 2013
PNC Investments  September 2007 - July 2008
Bank of America  2004 - 2005
Quick & Reilly (merged with Bank of America)   2002 - 2005
Dreyfus   1986 - 2002

Skills
Series 63, Wealth Management, Mutual Funds, Investments, Asset Allocation, Series 7, Securities, Series 24, Alternative Investments, Retirement Planning, Portfolio Management, Investment Advisory, Series 65, Financial Advisory, ETFs, Strategic Financial..., Wealth, Wealth Management..., Uniform Combined State..., Investment Strategies, Investment Management, Insurance, 401k, Fixed Income, Fixed Annuities, FINRA, Asset Management, Bonds, Financial Analysis, Retirement, Series 6, Financial Services, Equities, IRAs, Estate Planning, Variable Annuities

Education
Seton Hall University   1979 — 1983
bs

Benjamin Chuckrow Benjamin Chuckrow Saratoga Springs, New York Details
Benjamin Chuckrow's Dreyfus Experience December 1983 - February 1985
Job Wells Fargo Advisors, LLC,Senior Vice President, Branch Manager, Saratoga Springs, NY
Industry Financial Services
Experience
Wells Fargo Advisors  January 2001 - Present
Morgan Stanley  August 1997 - January 2001
Paine Webber  July 1994 - August 1997
Oppenheimer & Co.   May 1987 - July 1994
Nathan & Lewis Securities  February 1984 - May 1987
Dreyfus   December 1983 - February 1985

Skills
Investments, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Equities, Finance, Capital Markets, Hedge Funds, Private Equity, Derivatives, 401k, Options, High Net Worth..., Retirement Planning, Equity Trading, Insurance, Investment Strategies, Wealth Management..., Mergers, Venture Capital, Financial Services, Corporate Finance, estate planning services

Education
Syracuse University - Martin J. Whitman School of Management   1978 — 1982
BS, Marketing, Law & Public Policy, Economics

Niskayuna

Joe Ruggiero Joe Ruggiero Greater New York City Area Details
Joe Ruggiero's Dreyfus Experience 1989 - 1995
Job Partner, Chernoff Diamond & Co., LLC
Industry Financial Services
Experience
Chernoff Diamond & Co., LLC   2000 - Present
CBIZ Retirement Services   1995 - 2000
Dreyfus   1989 - 1995

Education
New York Institute of Technology   1973 — 1976
BS, Marketing

Bronx HS of Science   1968 — 1971

Andrea Wolfson Stone Andrea Wolfson Stone Greater New York City Area Details
Andrea Wolfson Stone's Dreyfus Experience October 1992 - May 1998
Job Transition Manager, TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
Transamerica Retirement Solutions  May 1998 - July 2014
Dreyfus   October 1992 - May 1998

Skills
401k, Relationship Management, Retirement, Pensions, Defined Benefit, Project Management, Deferred Compensation, Public Speaking, Account Management, Series 6, Process Improvement, Analysis, Business Analysis, Defined Contribution, ERISA, Employee Benefits, Financial Services, Management, Mutual Funds, Outsourcing, Retirement Planning, Retirement Plan..., Strategic Planning

Education
Skidmore College   1986 — 1990
BS, Business

Woodmere Academy

Allen Veach Allen Veach Greenville, South Carolina Area Details
Allen Veach's Dreyfus Experience 1987 - 1992
Job Business Development
Industry Management Consulting
Experience
Network Controls & Electric Inc  September 2014 - Present
Navigator Consulting & Intermediaries, LLC   March 2009 - Present
Cruiserworks, LLC   September 1997 - August 2005
Nationwide Financial Services  1992 - 1998
Dreyfus   1987 - 1992

Skills
Mergers, Team Building, Management Consulting, Entrepreneurship, Strategic Planning, Mergers & Acquisitions, Energy Conservation..., Small Business, Energy Efficiency, Business Strategy, Marketing Strategy, Start-ups, Negotiation, Executive Coaching, Marketing, Contract Negotiation, Operations Management, Leadership Development, New Business Development, Sales

Education
Ohio State University   1972 — 1976
Bachelor of Science (B.S.), Natural Resource Management

The Ohio State University
BS, Natural Resources

Barbara (Bruyette) Jordan, CPTM Barbara (Bruyette) Jordan, CPTM Greater New York City Area Details
Barbara (Bruyette) Jordan, CPTM's Dreyfus Experience 1993 - 1994
Job Chief Learning Officer at Jackson Hewitt
Industry Financial Services
Experience
Jackson Hewitt Tax Service  November 2004 - Present
UBS  1999 - 2004
American International Underwriters  1997 - 1999
TIAA-CREF  1994 - 1997
Dreyfus   1993 - 1994
Q Technologies   1987 - 1992
PeopleExpress Airlines  January 1984 - September 1987

Skills
Performance Improvement, Curriculum Design, Team Leadership, Leadership Development, Instructional Design, Needs Analysis, Blended Learning, E-Learning, Strategic Planning, Talent Management, Organizational..., Performance Management, Leadership, Public Speaking, Team Building, Learning Management..., Training, Executive Coaching, Organizational..., Customer Service, Customer Experience, Curriculum Development, Employee Engagement, Employee Training, Succession Planning, Training Delivery, Coaching, Onboarding, Staff Development, Workshop Facilitation, Change Management, Career Development, Human Resources, Employee Relations, Organizational Design, Instructor-led Training

Education
Providence College
BS, Marketing

John Saxenian John Saxenian Greater New York City Area Details
John Saxenian's Dreyfus Experience 1994 - 1997
Job Director Product Management at DTCC
Industry Financial Services
Experience
DTCC  October 2010 - Present
Broadridge Financial Solutions  January 2010 - July 2010
Seligman Data Corp.  December 2000 - June 2009
Seligman Data Corp  December 1997 - December 2000
Dreyfus   1994 - 1997
Dreyfus   1993 - 1994

Education
New Jersey Institute of Technology   1982 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services

Leonid Sokolin Leonid Sokolin Greater New York City Area Details
Leonid Sokolin's Dreyfus Experience September 1997 - November 2000
Job Vice President at Alliance Bernstein
Industry Investment Management
Experience
AB  February 2015 - Present
Neuberger Berman  September 2008 - February 2015
Lehman Brothers  March 2006 - September 2008
Goldman Sachs Asset Management  November 2000 - March 2006
Dreyfus   September 1997 - November 2000

Skills
Alternative Investments, Asset Management, Bloomberg, Business Analysis, Capital Markets, Derivatives, Equities, Equity Derivatives, Fixed Income, Interest Rate..., Market Data, Risk Management, SDLC, Trading, Trading Systems

Education
New York University - Polytechnic School of Engineering   1994 — 1996
MS, Computer Science

Saint Petersburg State Electrotechnical University "LETI"   1983 — 1989
BS, Electrical Engineering

Gioconda Favilla Gioconda Favilla Greater New York City Area Details
Gioconda Favilla's Dreyfus Experience August 1999 - September 2000
Job Insurance Representative at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  September 2014 - Present
E-ATM'S LLC   January 2001 - May 2014
Dreyfus   August 1999 - September 2000

Skills
Accounting, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Budgets, Data Analysis, Strategic Planning, Accounts Payable, English, Financial Analysis, Financial Reporting, PowerPoint, Research, Team Leadership, Windows, Analysis, Social Media, Customer Service

Education
Queens College   1997 — 1999
Bachelor of Applied Science (BASc), Accounting and Finance

Queens College   1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting and Information Systems

Christine Casey-Roach Christine Casey-Roach Greater New York City Area Details
Christine Casey-Roach's Dreyfus Experience July 1987 - November 1989
Job Library Media Specialist at Dr. Gerald H. Woehr Elementary School
Industry Primary/Secondary Education
Experience
Dr. Gerald H. Woehr Elementary School   September 2015 - Present
Plumsted Township School District  2006 - Present
Merrill Lynch  November 1989 - November 1998
Dreyfus   July 1987 - November 1989

Skills
Teaching, Social Media, Non-profits, Community Outreach, Microsoft Office, Cross-functional Team..., Editing, Marketing, Public Speaking, Leadership Development, Nonprofits, Fundraising, Direct Mail, Training, Blogging, Event Planning, Volunteer Management, Advertising, Leadership, Newsletters, Social Networking, Marketing Communications, Public Relations

Education
New Jersey City University   2005 — 2006
Graduate Courses, Education

Stony Brook University
Bachelor of Arts (BA), Psychology

Stony Brook University

Linda DeCarlo Kenniff Linda DeCarlo Kenniff Greater New York City Area Details
Linda DeCarlo Kenniff's Dreyfus Experience 1994 - 1997
Job AVPOperations at State Street
Industry Financial Services
Experience
State Street  October 2001 - Present
Salomon Brothers  2000 - 2001
Credit Suisse  1997 - 2000
Dreyfus   1994 - 1997

Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Derivatives, Back Office, Financial Analysis, Alternative Investments, Securities, Accounting, Fund Administration, Middle Office, Asset Management, Financial Services, Fund Accounting, Corporate Actions, Vegetarian Nutrition, Account Reconciliation, Risk Management, Mutual Funds

Education
Pace University - Lubin School of Business   1990 — 1994
BA, ACCOUNTING

Dave Wasserman Dave Wasserman Greater New York City Area Details
Dave Wasserman's Dreyfus Experience 1997 - 1998
Job Executive Director & Group Head
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation  July 2004 - Present
Bank Of America  2001 - 2004
Dreyfus   1997 - 1998

Education
State University of New York College at Oswego   1995 — 1997
Bachelor of Science (B.S.), Applied Mathematical Economics

Rutgers University-New Brunswick
Masters, Quantitative Finance

Rutgers, The State University of New Jersey-Newark
MBA, Finance

Elaine Iucci Elaine Iucci Greater New York City Area Details
Elaine Iucci's Dreyfus Experience 1997 - 1999
Job Customer Service and Admin Asst at Crystorama Lighting
Industry Consumer Goods
Experience
Crystorama Lighting   October 2011 - Present
Kensington Company & Affiliates, Inc.   December 1999 - February 2011
Dreyfus   1997 - 1999
Bank of New York Mellon  April 1983 - May 1990

Education
State University of New York at Stony Brook
BA, Sociology

Lawrence McGovern Lawrence McGovern Williston Park, New York Details
Lawrence McGovern's Dreyfus Experience 1991 - 1995
Job *
Industry Financial Services
Experience
#   **July 2013 - Present
The First National Bank of Long Island  March 2010 - July 2013
HSBC  December 2007 - March 2010
JP Morgan Chase  August 2004 - December 2007
Charles Schwab  1998 - 2003
Charles Schwab  1995 - 1998
Dreyfus   1991 - 1995

Education
University at Albany, SUNY   1978 — 1980
B.A., Public Administration

Nassau Community College   1976 — 1978
A.S., Business Administration

Bruce Marcus Bruce Marcus Greater New York City Area Details
Bruce Marcus's Dreyfus Experience September 1989 - September 1993
Job Director at Deloitte & Touche
Industry Financial Services
Experience
Deloitte & Touche  September 1993 - Present
Dreyfus   September 1989 - September 1993

Skills
Financial Modeling, Risk Management, Enterprise Risk..., Management Consulting, Internal Controls, Due Diligence, Governance, Business Process..., Sarbanes-Oxley Act, Financial Risk, Auditing

Education
State University of New York College at Buffalo   1982 — 1986
BA, Economics, Political Science

Mary B. Mallon Mary B. Mallon Greater New York City Area Details
Mary B. Mallon's Dreyfus Experience May 2011 - Present
Job Client Specialist at Dreyfus
Industry Banking
Experience
Dreyfus   May 2011 - Present
AMS Servicing, LLC  August 2010 - April 2011
MOS Group   September 2002 - April 2010

Skills
FINRA Series 6, Series 63, Loans, Asset Managment, Investments, Bonds, Mutual Funds, Series 6, Series 7, Mortgage Lending, Asset Management, Banking, Securities, Fixed Income, Financial Services, Retirement Planning, Equities, Capital Markets, Finance, Residential Mortgages, Financial Analysis, Loan Origination, Bloomberg

Education
State University of New York at Stony Brook   1978 — 1982
Bachelor of Arts (BA)

Dorothy Leas, MBA / CPA Dorothy Leas, MBA / CPA Greater New York City Area Details
Dorothy Leas, MBA / CPA's Dreyfus Experience 1994 - 1999
Job Principal Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA  October 2010 - Present
Norman Technologies  August 2010 - October 2010
The King's College  September 2009 - May 2010
Bernstein Research  2004 - 2010
Sole Proprietorship  2003 - 2006
Culpepper & Associates   2001 - 2002
Dreyfus   1994 - 1999
Cowen and Company  1993 - 1994
Merrill Lynch  1989 - 1991
Paine Webber  1985 - 1989

Skills
Corporate Finance, Finance, Capital Markets, Banking, Mutual Funds, Forecasting, Treasury Management, Accounting, Due Diligence, Analysis, Risk Management, Capital Structure, Financial Institutions, Liquidity Management, Cash Management, Research, Auditing, Financial Accounting, Asset Management, Leadership, Loans, Budgets, Financial Systems, Management, Investment Banking, Financial Reporting, Strategic Planning, Public Speaking, Treasury, Project Management, Product Marketing, Process Improvement, Integration, Business Planning, Financial Analysis, Corporate Governance

Education
Penn State University
BS, Honors Accounting

University of Pennsylvania - The Wharton School
MBA, Corporate Finance

Westminster Theological Seminary
MAR, Urban Missions

Steve Lyons CRPS® CRPC® Steve Lyons CRPS® CRPC® Greater New York City Area Details
Steve Lyons CRPS® CRPC®'s Dreyfus Experience June 2001 - December 2002
Job VP Premier Relationship Advisor at HSBC Securities
Industry Investment Management
Experience
HSBC Securities  March 2013 - Present
E*TRADE Financial  March 2011 - October 2012
Merrill Lynch Wealth Management  April 2010 - March 2011
BNYMellon  March 2007 - February 2009
BNY Mellon  March 2007 - February 2009
Dreyfus Service Corp   January 2002 - March 2007
Dreyfus   June 2001 - December 2002

Skills
Training, Sales, Series 7, 401k, Consulting, Series 63, Series 65, Territory Management, value add wholesaling, Sales Force Development, Mutual Funds, Options

Education
College for Financial Planning   2012 — 2012
Chartered Retirement Plan Specialist

Stony Brook University

Suffolk County Community College
AAS

Laurie (Sgro) Mituniewicz Laurie (Sgro) Mituniewicz Greater New York City Area Details
Laurie (Sgro) Mituniewicz's Dreyfus Experience June 2010 - October 2012
Job Administrative Assistant at ProHEALTH Care
Industry Financial Services
Experience
ProHEALTH Care Assoc.  April 2015 - Present
Bank of America  January 2014 - March 2015
Bank of America  October 2012 - December 2013
Dreyfus   June 2010 - October 2012
Verizon  2007 - 2008
Verizon  2004 - 2007
Bell Atlantic  1997 - 2004
NYNEX  1994 - 1997

Education
State University of New York College at Oneonta
Bachelor of Science

State University of New York College at Oneonta
Bachelor of Science (B.S.)

Julz Schwingler, CFA, CFP, CIMA Julz Schwingler, CFA, CFP, CIMA Greater Minneapolis-St. Paul Area Details
Julz Schwingler, CFA, CFP, CIMA's Dreyfus Experience September 1999 - February 2004
Job Senior Investment Consultant for City National Rochdale
Industry Financial Services
Experience
City National Rochdale  September 2015 - Present
Nationwide Financial  November 2012 - September 2015
BlackRock  March 2004 - August 2012
Dreyfus   September 1999 - February 2004
Chase  September 1998 - August 1999

Skills
Capital Markets Advisory, Financial Analysis, Financial Advisory, Strategic Financial..., Sales Presentations, Sales Process, Client Presentation, Presentation Development, Market Updates

Education
St. Olaf College   1987 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Ashesh Upadhyay Ashesh Upadhyay Greater New York City Area Details
Ashesh Upadhyay's Dreyfus Experience April 1988 - December 1990
Job Director at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  January 1991 - Present
Dreyfus   April 1988 - December 1990

Skills
Investments, CPA, Financial Analysis, Strategic Planning, Vendor Management, Budget, Process Improvement, Hedge Funds, Management, Financial Modeling, Business Analysis, Finance, Financial Planning, Insurance, Securities, Strategic Financial...

Education
State University of New York at New Paltz   1983 — 1987
BS Accounting

Ellen Lawrence Ellen Lawrence Greater New York City Area Details
Ellen Lawrence's Dreyfus Experience March 1997 - July 2013
Job SVP, Head of Marketing Communications
Industry Financial Services
Experience
BNY Mellon Investment Management  July 2013 - Present
Dreyfus   March 1997 - July 2013
Grey Direct, a division of Grey Advertising   March 1995 - March 1997
Deltakos, a division of J. Walter Thompson Healthcare   March 1994 - March 1995

Skills
Series 7, Series 63, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 24, Financial Services, Wealth Management, Supervisory Skills, Project Management, Series 6, FINRA, Fixed Income, Relationship Management, Equities

Education
The College of New Jersey
BA, Communications

Michael Yacenda Michael Yacenda Stamford, Connecticut Details
Michael Yacenda's Dreyfus Experience August 2014 - April 2015
Job Worldwide Events
Industry Information Technology and Services
Experience
Gartner  April 2015 - Present
Dreyfus   August 2014 - April 2015
GE Asset Management  October 2010 - April 2014
MeetingBridge   April 2009 - December 2010
GE Asset Management  April 2008 - April 2009
TracyLocke  October 2006 - November 2007

Skills
Marketing Communications, Marketing Strategy, Series 7, Series 63, Project Management, Institutional..., Investment Strategies, Sales, Asset Management, Financial Reporting, Marketing Material..., RFP Generation, Competitive Analysis, Marketing, Account Management, Integrated Marketing, Digital Marketing, Advertising, Business Development, Digital Strategy

Education
Southern Connecticut State University   2004 — 2006
B.S. Business Administration, Marketing

University of Connecticut   2002 — 2004

Brendan Heinz Brendan Heinz Staten Island, New York Details
Brendan Heinz's Dreyfus Experience June 2012 - September 2012
Job Asset Wealth Management Associate at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  December 2014 - Present
St. John's University   2013 - May 2014
Dreyfus   June 2012 - September 2012
National Football League Alumni Association   October 2011 - May 2012

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Access, Communication, Public Speaking, Financial Analysis, Fundamental Analysis, Technical Analysis, Customer Service, Social Media, Auditing, Mutual Funds

Education
Saint John's University - Peter J. Tobin College of Business   2013 — 2014
Master of Business Administration (MBA), Finance, General

Saint John's University   2009 — 2013
Bachelor of Science (BS), Finance, General

Annette Homan Annette Homan Greater New York City Area Details
Annette Homan's Dreyfus Experience 1986 - 1997
Job Deputy Executive Director at RIMS
Industry Nonprofit Organization Management
Experience
Risk and Insurance Management Society, Inc.   January 2009 - Present
American Management Association  December 2003 - November 2008
US Trust  1997 - 2003
Dreyfus   1986 - 1997

Skills
Strategy Development, Customer Relations, Product Development, Process Improvement, Financial Analysis, Financial Reporting, Project Managment, Leadership Development, Operations Management, Sales Management, Product Marketing, Needs Analysis, Contract Negotiation, Competitive Analysis, Change Management, Project Management, Strategy, Customer Service, Training, Management, Risk Management, Team Building, Organizational..., Coaching, Marketing, Workshop Facilitation, Leadership, Strategic Planning, Team Leadership, Business Strategy, CRM, Program Management, Business Process, Project Planning, Product Management, Executive Management, Management Consulting, Budgets, Performance Management, Human Resources, Policy, Business Process..., Nonprofits, Staff Development, Mergers & Acquisitions, Cross-functional Team..., Fundraising

Education
New York Institute of Technology
BS, Business Administration

Debbie Pringle Debbie Pringle Miami/Fort Lauderdale Area Details
Debbie Pringle's Dreyfus Experience November 1985 - August 2001
Job Coral Springs Fire Department
Industry Executive Office
Experience
Coral Springs Fire Department   October 2001 - Present
Deerfield Beach HS, IB Magnet Program   August 2010 - June 2014
Wildtree Herbs, Inc.   October 2011 - August 2012
Juice Plus+  2008 - 2011
Dreyfus   November 1985 - August 2001
Rainbow Network Communications  1983 - 1985

Skills
Excel, Word, Logistics, Public Speaking, Event Management, Leadership, Customer Service, Community Outreach, Event Planning, Non-profits, PowerPoint, Newsletters, Social Media, Nonprofits, Facebook, Microsoft Word, Social Networking, Microsoft Excel, Training

Education
New York Institute of Technology   1978 — 1982
BFA, Communication Arts

Plainedge High School   1974 — 1978

Lynn Impagliazzo Lynn Impagliazzo Greater New York City Area Details
Lynn Impagliazzo's Dreyfus Experience February 2014 - Present
Job
Industry Public Relations and Communications
Experience
Dreyfus   February 2014 - Present

Skills
Press Releases, Social Media, Public Relations, Editing, Publicity, Facebook, Blogging, Media Relations, Event Planning, New Media, Journalism, Sales, Research, Event Management, Creative Writing, Advertising, Digital Media, Radio Broadcasting, Social Media Marketing, Radio, Social Networking

Education
State University of New York at New Paltz   2009 — 2011
BA, Public Relations

State University of New York at New Paltz from 2009- 2011   2009 — 2011
a Bachelors of Arts degree with a, Journalism; Public Relations

Nassau Community College   2008 — 2009
Liberal Arts

Lauren Matteo Lauren Matteo Greater Atlanta Area Details
Lauren Matteo's Dreyfus Experience January 2012 - June 2012
Job Regional Director
Industry Financial Services
Experience
Principal Financial Group  July 2015 - Present
UBS Wealth Management  November 2013 - July 2015
Dreyfus Investments  June 2012 - November 2013
Dreyfus   January 2012 - June 2012
Dreyfus Investments  November 2007 - December 2011

Skills
Asset Allocation, Mutual Funds, Series 63, Series 7, Wealth Management, Securities, Alternative Investments, Separately Managed..., Investment Advisory, 401k, Retirement, Financial Services, Portfolio Management, Retirement Planning, Series 6

Education
Penn State University   2003 — 2007
B.S, Marketing

John Steger John Steger Greater New York City Area Details
John Steger's Dreyfus Experience August 2011 - October 2014
Job Associate Credit Analyst at BNY Mellon Cash Investment Strategies
Industry Financial Services
Experience
BNY Mellon Cash Investment Strategies   October 2014 - Present
Dreyfus   August 2011 - October 2014
BNY Mellon  June 2010 - August 2010
Blackfriars Asset Management   June 2009 - August 2009

Skills
Sarbanes-Oxley Act, Cash Management, Team Building, Competitive Analysis

Education
Villanova University   2007 — 2011
Double Major: B.S. Economics, B.S. Business Administration in Finance, Cum Laude

London School of Economics and Political Science   2009 — 2009
Economics and Financial Markets

Greg Magee Greg Magee Greater Pittsburgh Area Details
Greg Magee's Dreyfus Experience August 1997 - May 2001
Job
Industry Financial Services
Experience
Hefren-Tillotson  2011 - Present
Dreyfus   August 1997 - May 2001
Merrill Lynch  February 1991 - December 1995

Skills
Investments, Financial Analysis, Financial Planning, Wealth Management, Mutual Funds, Banking, Financial Modeling, Equities, Series 7

Education
Robert Morris University
Bachelor's degree, Finance and Financial Management Services

Howard Crockett III, CMFC, CLTC Howard Crockett III, CMFC, CLTC Greater Nashville Area Details
Howard Crockett III, CMFC, CLTC's Dreyfus Experience 2008 - 2011
Job Regional VP Sales at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  2013 - Present
Genworth Financial  2013 - October 2013
Jackson National Life  2011 - 2013
Dreyfus   2008 - 2011
OppenheimerFunds Inc  2002 - 2008
OppenheimerFunds  2003 - 2007
Morgan Stanley  2000 - 2002
JP Morgan Chase  1999 - 2000
The Chase Manhattan Bank  1996 - 1999

Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning

Education
State University of New York - System   1992 — 1997
Chemistry / Education

Amityville

Claudia Ellis ChFC Claudia Ellis ChFC Dallas/Fort Worth Area Details
Claudia Ellis ChFC's Dreyfus Experience 1995 - 1997
Job Manager, Trading at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Fidelity Investments  July 2013 - April 2015
Fidelity Investments- National Financial  April 2012 - July 2013
New York Life Insurance Company  May 2009 - March 2012
TIAA-CREF  August 1997 - December 2008
Dreyfus   1995 - 1997

Skills
Product Management, Call Centers, Microsoft Office, Business Strategy, Professional Services, ChFC, Leadership, Series 7, Series 9/10, Series 24, Series 63, Operations Management, Team Management, Finance, FINRA

Education
St. John's University
Bachelor's degree, Finance, General

Debby Clowney Debby Clowney Charlottesville, Virginia Details
Debby Clowney's Dreyfus Experience May 1994 - June 1995
Job Analyst, Equities & Options Trader, Management Consultant
Industry Management Consulting
Experience
Independent  January 2008 - Present
Elder Research   October 2005 - January 2008
Wit Soundview  October 1998 - September 2000
i-Strategies   July 1995 - September 1998
Convergence Capital (now AltaCap)   July 1995 - December 1996
Dreyfus   May 1994 - June 1995
Nasdaq  November 1991 - April 1994
Barclays Investment Bank  June 1990 - September 1991
Fremont Center for Management   November 1974 - May 1990
KPMG  March 1972 - October 1974

Skills
Business Analysis, Business Development, Financial Modeling, Data Mining, Management Consulting, Trading Strategies, Research, Text Mining, Analytics, Product Development, Hedging, Investment Banking, Trading Systems, Business Intelligence, Teaching, Entrepreneurship, Big Data, Options Strategies, Software Prototyping, Systems Analysis, Project Management, Business Process..., Internal Controls, Programming, SQL, Financial Analysis, Consulting, Strategy

Education
The University of Chicago - Booth School of Business   1973 — 1979
Master of Business Administration (MBA), Concentration in Finance, Accounting & Business Policies (evening program)

University of Pennsylvania   1962 — 1966
BA, Formal Linguistics

Michael Barnes, CFP®, CRPC® Michael Barnes, CFP®, CRPC® Raleigh-Durham, North Carolina Area Details
Michael Barnes, CFP®, CRPC®'s Dreyfus Experience September 2001 - February 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Gaulden & Associates, A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.   February 2008 - Present
Johnston United Soccer Association   2011 - Present
Dreyfus   September 2001 - February 2008
BISYS Fund Services  July 1999 - September 2001
US Army  March 1989 - July 1993

Education
Robert Morris University   1993 — 1998
BSBA, Finance

Bonnie Rogovin Bonnie Rogovin Greater New York City Area Details
Bonnie Rogovin's Dreyfus Experience 1989 - 1993
Job Information Specialist
Industry Libraries
Experience
work  November 2011 - Present
RYNJ Elementary/Middle School   December 2013 - January 2014
City College  2006 - 2009
American Association of Advertising Agencies  February 1993 - October 2008
Dreyfus   1989 - 1993
Dreyfus   1986 - 1989

Skills
Online Research, Research, EBSCO, Microsoft Word, Customer Service, ProQuest, Microsoft Excel, Microsoft Office, Document Management, Internet Research, LexisNexis, Secondary Research, Gale Databases, Ebscohost, Atriuum

Education
City University of New York-Queens College
MLS, librarianship

Tenafly High School

University of Delaware
BS

Mitchell Feinstein Mitchell Feinstein Greater New York City Area Details
Mitchell Feinstein's Dreyfus Experience September 1994 - May 1999
Job Experienced Software Development Specialist
Industry Computer Software
Experience
Major League Baseball Advanced Media  March 2013 - Present
It's All Grad, LLC   October 2012 - March 2013
Barclays Wealth  August 2010 - June 2012
UBS Americas   May 1999 - August 2010
UBS Investment Bank  October 2006 - November 2007
Dreyfus   September 1994 - May 1999
Con Edison  March 1992 - September 1994
National Westminster Bank  June 1988 - March 1992

Skills
Business Analysis, Equities, Fixed Income, Wealth Management, Java, J2EE Application..., Web Services, PHP, Databases, Database Design, XML, Oracle SQL, Sybase, Microsoft SQL Server, DB2, MySQL, XMLBeans, JAXB, Open Source Integration, Content Management, Workflow Software, SDLC, Agile Methodologies, JUnit, Mockito, TeamCity, Continuous Integration, WebSphere Application..., WebSphere MQ, RAD, Scrum, Tortoise SVN, PVCS, Problem Solving, Software Development, Software Design, Software Installation, Enterprise Software, Load Balancing, Quality Center, JIRA, JMeter, Spring, Unix, Trading Systems, Weblogic, Tomcat, JMS, Websphere, Market Data

Education
New York Institute of Technology   1992 — 1994
MBA

Stony Brook University   1985 — 1989
BS, Computer Science

Ralph Fernandez Ralph Fernandez Westport, Connecticut Details
Ralph Fernandez's Dreyfus Experience December 1986 - May 1988
Job Investment Counselor
Industry Financial Services
Experience
David Lerner Associates, Inc.   March 2015 - Present
Biz Mobile Solutions/The Appreneur Group, LLC.   October 2012 - August 2014
Sullivan & Cromwell LLP  March 2006 - July 2012
Citi  June 1989 - February 2006
Value Line  June 1988 - May 1989
Dreyfus   December 1986 - May 1988
CIT  January 1986 - December 1986

Skills
Leadership, Creative Problem Solving, Accounting, Managerial Skills, Finance, Financial Planning, Problem Solving, Retirement Planning, 401k Rollovers, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Limited Partnerships

Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Accounting

Marc Shapiro Marc Shapiro Greater New York City Area Details
Marc Shapiro's Dreyfus Experience September 2005 - August 2007
Job Associate Vice President, Onsite Controls at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  March 2015 - Present
Barclays Capital  July 2011 - March 2015
Barclays Capital  March 2010 - July 2011
UBS Wealth Management  August 2007 - April 2009
Dreyfus   September 2005 - August 2007
Oppenheimer & Co.   July 2004 - September 2005

Skills
OFAC, Compliance, Risk, AML, Financial Risk, KYC, Internal Audit, Sanction, Risk Management, Operational Risk, Payments, Mutual Funds, Fraud, Operational Risk..., Banking, Financial Services, Hedge Funds, Fixed Income, Anti Money Laundering

Education
Rutgers University-New Brunswick   2000 — 2004
B.A., Political Science

Don Weir Don Weir Greater New York City Area Details
Don Weir's Dreyfus Experience September 1991 - December 1993
Job .
Industry Outsourcing/Offshoring
Experience
VTS Corp.   June 2013 - Present
Accu Data, Inc.   March 2011 - May 2013
Paychex, Inc.   February 2006 - February 2011
Network Mapping Associates   September 2002 - January 2006
Allied Digital Technologies  January 1994 - August 2002
Dreyfus   September 1991 - December 1993

Skills
Salesforce.com, ACT!, Outlook, PowerPoint, CRM software, Excel, Word, Microsoft Office, Apple Software, New Business Development, Negotiation, Sales Operations, Strategic Partnerships, Sales Management, Account Management, Call Centers, Networking, Microsoft Word, Sales, Marketing Strategy, CRM, Recruiting, Business Development, Training, Social Media, Microsoft Excel, Customer Satisfaction, Direct Sales, Product Management, Customer Retention, B2B, Lead Generation, Contract Negotiation, Time Management, Solution Selling, Customer Service, Social Media Marketing, Goldmine, Team Leadership, Trade Shows, Human Resources, Outsourcing, Building Relationships, Insurance, Cold Calling, Team Building, Leadership, Strategic Planning, Sales Process, Sales Presentations

Education
Northeastern University   1987 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, GPA 3.7

Eric Morel Eric Morel Cranston, Rhode Island Details
Eric Morel's Dreyfus Experience January 1998 - January 2001
Job ManagerGlobal Wire Transfer Operations at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  June 2012 - May 2013
Boston Financial Data Services  January 2001 - September 2011
Dreyfus   January 1998 - January 2001
Dreyfus   January 1995 - December 1997
First Data Corporation  January 1993 - January 1995

Skills
AML, Workflow Coordination, Operational Risk..., Creative Problem Solving, Corporate Actions, Transfer Agency, Reconciliation, Settlements, Employee Relations, Acquisition Integration, Performance Management, Business Continuity, Project Planning, Project Execution, Customer Relations, Customer Service, Conflict Resolution, Procedure Review, Mutual Funds, Banking, Cash Management, Financial Control, Compliance, Risk Management, Process Improvement, Vendor Management, Operations Management, Financial Administration, Fund Administration, Internal Audit, Settlement, Financial Reporting, Financial Analysis, Risk Mitigation, Change Management, Project Management, Account Reconciliation, Management, Program Management, Leadership, Anti Money Laundering

Education
Bryant University   2012 — 2012
Certification, Project Management, A

Rhode Island College   1991 — 1993
BS, Managerial Economics

Community College of RI   1988 — 1991
AS, Accounting

Classical High School   1981 — 1985
College Prep, General Studies

Dan Zaveckas Dan Zaveckas Greater New York City Area Details
Dan Zaveckas's Dreyfus Experience 1990 - 1999
Job Vice President Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank  December 2014 - Present
Citi  2012 - 2014
BNY Mellon  2009 - 2011
US Trust  2004 - 2009
JPMorgan Chase  2003 - 2004
Quick & Reilly  1999 - 2003
Dreyfus   1990 - 1999

Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management

Education
State University of New York College at Geneseo   1983 — 1987
BA, Speech Communication

Susan Witte(Schwartz) Susan Witte(Schwartz) Greater Philadelphia Area Details
Susan Witte(Schwartz)'s Dreyfus Experience December 1989 - October 2003
Job Internal Wholesaler at Four Seasons Financial Group Inc.
Industry Financial Services
Experience
Four Seasons Financial Group Inc.  August 2014 - Present
Lincoln Financial Group  December 2013 - July 2014
The Hartford  April 2013 - December 2013
Public Financial Management  January 2010 - March 2013
Bank of America  2004 - 2008
Bank of New York Mellon  October 2003 - November 2004
Dreyfus   December 1989 - October 2003

Skills
Investments, Financial Services, Mutual Funds, Risk Management, Securities, Portfolio Management, Series 7, Credit, Banking, Loans, Mortgage Lending, Leadership, Asset Managment, Financial Advisory, Corporate Law, Event Planning, Asset Allocation, Retirement Planning, Derivatives, Management, Series 63, Insurance, Due Diligence, Wealth Management, Equities, Fixed Annuities, Investment Strategies

Education
Peirce College   2008 — 2009
Certificate, Paralegal Certificate

Northeastern University   1981 — 1986
Bachelor's, Political Science

Michael Sakraida Michael Sakraida Greater New York City Area Details
Michael Sakraida's Dreyfus Experience 1981 - 1985
Job Founder of FAN (Financial Advisor Network) & Consultant
Industry Financial Services
Experience
Financial Advisor Connection   July 2014 - Present
Financial Advisor Network (FAN)   February 2008 - Present
Coastal Associates, LLC   May 2007 - Present
AssetMark Investment Services  June 2005 - April 2007
MetLife  1998 - 1999
Portfolio Managment Consultants   1997 - 1998
Weiss, Peck & Greer   1986 - 1997
Drexel Burnham Lambert  1986 - 1986
Dreyfus   1981 - 1985

Skills
Sales Management, Marketing Management, Management Consulting, New Business Development, Key Account Management, Marketing Strategy, Sales Recruitment, Start-ups, Management, Financial Advisory, Social Media, Investments, Leadership, Strategic Partnerships, Strategic Planning, Entrepreneurship, Portfolio Management, Coaching, Marketing, Mergers & Acquisitions, Asset Management, Training, Financial Analysis, Budgets, Mutual Funds, Sales, Finance, Strategy, Business Planning, Strategic Financial..., Financial Services, Investment Management, Risk Management, Product Management, Wealth Management, Insurance, Series 7, Equities, Executive Management, Retirement Planning

Education
State University of New York College at Oneonta   1978 — 1981
BA, Business/Economics & American History

Adam Scaramella Adam Scaramella Greater New York City Area Details
Adam Scaramella's Dreyfus Experience 1999 - 2000
Job Chief Legal Officer, Prudential Advisors
Industry Financial Services
Experience
Prudential Financial  2000 - Present
Dreyfus   1999 - 2000
Provident Mutual Life Insurance Company  1995 - 1999
PMA Insurance Group  1994 - 1995
Division of Law, New Jersey Department of Law and Public Safety   January 1991 - 1994
Miller, Alfano & Raspanti   1989 - 1990

Skills
Corporate Governance, Securities, Securities Regulation, Corporate Law, FINRA, Insurance, Financial Services, Insurance Law, Investments, Investment Advisory, Retirement, International Law, Asset Management, Mutual Funds, Fixed Annuities, Risk Management

Education
Rutgers University School of Law - Camden   1986 — 1989
Doctor of Law (J.D.), Law

University of Virginia   1982 — 1986
Bachelor of Arts (B.A.), American Government and Politics (United States)

Will Barone Will Barone Merrick, New York Details
Will Barone's Dreyfus Experience January 2001 - February 2002
Job Sr Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC  March 2014 - Present
Bank of America  June 2012 - March 2014
Prudential Mortgage Corp   January 2006 - October 2008
Somerset Mortgage Bankers   August 2004 - October 2005
Ameriquest Mortgage Company Ameriquest Mortgage  February 2004 - August 2005
Citi  July 2002 - November 2003
Dreyfus   January 2001 - February 2002
Morgan Stanley  August 1999 - January 2001

Skills
Mortgage Lending

Education
New York Institute of Technology   1995 — 1997
Master's Degree, Environmental Engineering Technology/Environmental Technology

C.W. Post/ L.I University   1989 — 1995
Bachelor's Degree, Mathematics and Physics

Holy Trinity Diocesean H.S.   1985 — 1989
Regents Diploma

Frank Coates Frank Coates Greater Philadelphia Area Details
Frank Coates's Dreyfus Experience July 1995 - March 2000
Job Founder of Wheelhouse Analytics
Industry Information Technology and Services
Experience
Wheelhouse Analytics  May 2010 - Present
Coates Analytics   October 2003 - April 2010
Strong Mutual Funds   2000 - 2003
Dreyfus   July 1995 - March 2000
Pitcairn Financial Group  May 1994 - May 1995
The Boston Company  August 1990 - May 1994
US Army  May 1987 - August 1990

Skills
Information Technology, Investment Management, Mutual Funds, Start-ups, Sales Management, Financial Services, Alternative Investments, Asset Management, Finance, Hedge Funds, Entrepreneurship, Asset Allocation, Leadership, Training, Business Development

Education
Siena College   1983 — 1987
B.S., Computer Science

Natalie Nielson Natalie Nielson Greater New York City Area Details
Natalie Nielson's Dreyfus Experience August 2013 - September 2014
Job Sales Assistant at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  September 2014 - Present
Dreyfus   August 2013 - September 2014
Neuberger Berman  August 2006 - June 2009
Neuberger Berman  August 2006 - June 2009

Skills
Project Management, Testing, Microsoft Office, PowerPoint, Customer Service, Outlook, Event Planning, Microsoft Word, Leadership, Management, Social Media, Marketing, Research

Education
Otterbein College   1999 — 2003
Bachelor of Fine Arts (B.F.A.), Theatre/Theater

William Bellow, CFP® William Bellow, CFP® Greater New York City Area Details
William Bellow, CFP®'s Dreyfus Experience 1986 - 1999
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  June 2011 - Present
Nationwide Insurance  April 2009 - June 2011
Banc of America Investment Services, Inc  March 2007 - February 2009
Citicorp Investment Services, Inc.   1999 - 2007
Dreyfus   1986 - 1999

Skills
Cash Management, Public Speaking, Credit Analysis, Consumer Lending

Education
State University of New York College at Brockport   1983 — 1985
B.S., Business Administration

Steve Krzemienski Steve Krzemienski Greater New York City Area Details
Steve Krzemienski's Dreyfus Experience June 1995 - June 2004
Job Vice President at Broadridge
Industry Information Technology and Services
Experience
Broadridge  2004 - Present
Dreyfus   June 1995 - June 2004
Coopers & Lybrand  August 1993 - June 1995

Skills
UI Design, Mobile Development, .NET Development, Agile Methodologies, Enterprise Architecture, JAVA Development, Business Process Design, Databases, Security, Leadership, .NET, Enterprise Software, Vendor Management, Big Data, SaaS, IT Strategy, SDLC, Software Project..., Business Analysis, Requirements Analysis, Integration, IT Management, Software Development, Solution Architecture, Requirements Gathering, Disaster Recovery, SharePoint, Web Development, Project Management, SOA, Application Architecture, Architectures, Java, Information Technology, Mobile Applications, User Interface Design, Architecture

Education
Siena College   1989 — 1993
Bachelor of Science (B.S.), Computer Science

Commack High School   1985 — 1989
High School

Christine Darby Christine Darby New York, New York Details
Christine Darby's Dreyfus Experience August 2003 - January 2007
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank  February 2014 - Present
Deutsche Bank  February 2009 - February 2014
Deutsche Bank  January 2007 - February 2009
Dreyfus   August 2003 - January 2007

Skills
Financial Modeling, Investment Banking, Equities, Financial Analysis, Risk Management

Education
Providence College   1999 — 2003

Ethan Rips Ethan Rips Brooklyn, New York Details
Ethan Rips's Dreyfus Experience April 2004 - November 2009
Job IT Project Manager/Application Developer/Web Developer/QA Test Team Leader/Production Manager/HTML/CSS/JavaScript
Industry Computer Software
Experience
The Dreyfus Corporation  June 2009 - November 2014
Dreyfus   April 2004 - November 2009
Dreyfus   September 1996 - April 2004

Skills
HTML, XML, JavaScript, Social Media, Web Design, Management, Project Management, Databases, Software Documentation, Web Development, Website Analytics, Data Analysis, Public Speaking, Business Analysis, Technical Writing, Illustrator, Project Planning, Leadership, Research, Wordpress, CSS, Content Management, Microsoft Office, QuarkXPress, Publishing, Microsoft Excel, Dreamweaver, Editing, Event Planning, Testing, Nonprofits, Blogging, HTML5, User Experience, Quality Assurance, CSM, Scrum, Agile Methodologies, WordPress

Education
Certified Scrum Master Training Course   2015 — 2015
Certified Scrum Master, Scrum Master certification

Rutgers University-New Brunswick   1987 — 1990
BA, History

Code Buddies
Web Development

Rutgers University-New Brunswick
Bachelor's degree, History

TOP Study Group

The Odin Project

Lena Lin Lena Lin New York, New York Details
Lena Lin's Dreyfus Experience August 2002 - May 2005
Job Assistant Vice President, Institutional Investment Management at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman  January 2010 - Present
Brown Brothers Harriman  May 2005 - December 2009
Dreyfus   August 2002 - May 2005
Dealogic  November 2001 - July 2002

Skills
Portfolio Management, Finance, Fixed Income, Equities, Financial Modeling, Financial Analysis, Asset Management, Valuation, Investment Banking, Investments, Capital Markets, Corporate Finance

Education
New York University
Bachelor of Arts (B.A.), Economics

Kevin Comer Kevin Comer Greater New York City Area Details
Kevin Comer's Dreyfus Experience February 2004 - February 2007
Job SAAS Enterprise Account Executive
Industry Information Technology and Services
Experience
FinancialForce.com  April 2015 - Present
Trintech  April 2013 - April 2015
EMC  April 2010 - April 2013
JPMorgan Chase  December 2008 - April 2010
The Hartford/Planco  February 2007 - December 2008
Dreyfus   February 2004 - February 2007
Wall Street Access  October 1999 - February 2004
New York City Employees Retirement System  September 1996 - September 1999

Skills
SaaS, Financial Services, Enterprise Software, Mutual Funds, Series 7, Sales, Cloud Computing, Investments, Asset Management, Wealth Management, Equities, Salesforce.com, Hedge Funds, Financial Advisory, Portfolio Management, Sarbanes-Oxley Act

Education
MBA- Long Island University   2005 — 2010
M.B.A, Business Administration and Management, General

St. Francis College   1995 — 1999
BA, History

Bishop Ford   1991 — 1995
General, General

Keith Fletcher Keith Fletcher Greater New York City Area Details
Keith Fletcher's Dreyfus Experience 1979 - 1985
Job Vice Chairman at American Independence Financial Services
Industry Investment Management
Experience
American Independence Financial Services  2013 - Present
Guggenheim Investments  2008 - 2012
Lyster Watson   November 2007 - November 2008
Fletcher Financial Group Inc.   2004 - 2007
Van Eck Global  1992 - 2004
Fidelity Investments  1989 - 1992
Furman Selz  1985 - 1989
Dreyfus   1979 - 1985

Skills
Mutual Funds, Alternative Investments, ETFs, Series 7, Asset Managment, Equities, Hedge Funds, Investments, Portfolio Management, Series 63, Investment Strategies, Fixed Income, Asset Allocation, Asset Management, Financial Services, Investment Management, Securities, Series 24

Education
Saint Peter's University   1975 — 1979

Weehawken High School   1972 — 1975

John Dryzga John Dryzga Greater New York City Area Details
John Dryzga's Dreyfus Experience January 1997 - April 2012
Job Adjunct at Hunter College
Industry Financial Services
Experience
Hunter College  July 2014 - Present
Hunter College  July 2014 - Present
Dreyfus   January 1997 - April 2012
Time Warner Inc.  January 1991 - January 1997
Chase  1988 - 1991
Avon  1987 - 1988

Skills
SAS programming, Statistical Modeling, Cluster Analysis, Logistic Regression, CHAID, Regression Analysis, Writing, Segmentation, Financial Services, Analysis, Analytics, Predictive Analytics, Market Analysis, Strategy, CRM, Product Management, Big Data, Web Analytics, SAS, Market Research, Data Analysis, Business Analysis, Risk Management, Competitive Analysis, Data Mining, Business Strategy, Equities, Process Improvement, Relationship Management, Cross-functional Team..., Customer Insight, Management Consulting

Education
Stevens Institute of Technology   1985 — 1987
Master of Management Science, Management Science

Stevens Institute of Technology   1981 — 1985
Bachelor of Science (BS), Materials Science

Maggi Heffler Maggi Heffler Greater New York City Area Details
Maggi Heffler's Dreyfus Experience August 2005 - August 2009
Job Relationship Manager/eCommunications Subject Matter Expert
Industry Financial Services
Experience
The Bank of New York Mellon  2009 - Present
Dreyfus   August 2005 - August 2009
Public Relations Society of America  1999 - 2002

Skills
Content Development, Customer Relations, Testing, Web Content, Requirements Analysis, Web Content Management, eCommunications, Agile Methodologies, Customer Service, Vendor Management, E-commerce, Business Analysis, Email Marketing, CRM, Analytics, Agile Project Management, Online Advertising, Social Media, Management, Social Media Marketing

Education
City University of New York-Queens College   1986 — 1991
Bachelor of Arts (BA), Communication and Media Studies

Jack Hess Jack Hess Miami/Fort Lauderdale Area Details
Jack Hess's Dreyfus Experience March 2004 - March 2008
Job Retiree
Industry Financial Services
Experience
None  April 2008 - Present
Dreyfus   March 2004 - March 2008
Brinker Capital  June 2003 - March 2004
Provident Investment Counsel  December 1996 - March 2003
Lord Abbett  February 1996 - December 1996
PaineWebber  July 1991 - March 1996
prudential  1988 - 1991

Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Series 7, Fixed Income, Asset Allocation, Tax Law, Estate Planning, Series 63, Separately Managed..., Portfolio Management, Series 65, Asset Management, Wealth Management, Securities, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Services, ETFs, Retirement Planning

Education
Temple University - James E. Beasley School of Law   1971 — 1974
JD

Princeton University   1967 — 1971
Bachelor of Arts (BA), Politics

Harry Erikson Harry Erikson Greater New York City Area Details
Harry Erikson's Dreyfus Experience 1995 - 1997
Job Capital Markets Professional
Industry Capital Markets
Experience
Nomura Securities  2012 - 2014
Nomura Securities  2010 - 2012
Merrill Lynch  2008 - 2009
UBS Investment Bank  2006 - 2007
UBS Investment Bank  2004 - 2006
UBS Investment Bank  2000 - 2004
Pershing, a BNY Mellon company  2000 - 2000
Bear, Stearns & Co. Inc.   1997 - 1999
Dreyfus   1995 - 1997

Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research

Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting

University at Buffalo
Bachelor's Degree, Geography

Tara Thives Tara Thives Greater New York City Area Details
Tara Thives's Dreyfus Experience August 1999 - November 2003
Job Supervisor of Administrative Services
Industry Management Consulting
Experience
N/A  November 2003 - Present
Dreyfus   August 1999 - November 2003

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Calendaring, Lotus Notes, Administrative..., Travel Arrangements, Executive Support

Education
State University of New York College at Geneseo   1990 — 1994

Caitlin McLean Caitlin McLean New York, New York Details
Caitlin McLean's Dreyfus Experience June 2005 - August 2005
Job Senior Analyst at Rent The Runway
Industry Internet
Experience
Rent The Runway  March 2014 - Present
ModCloth  November 2012 - February 2014
Groupon  September 2010 - June 2012
eBay  July 2008 - August 2010
Economists Incorporated  September 2006 - July 2008
Dreyfus   June 2005 - August 2005

Skills
SEM, Analytics, PPC, Web Analytics, CRM, E-commerce, Google Adwords, Market Research, Google Analytics, Web Marketing, Data Analysis, A/B testing, Search Advertising, Omniture

Education
Stanford University   2002 — 2006
BA, Economics

Anne Cawley Devine Anne Cawley Devine Greater New York City Area Details
Anne Cawley Devine's Dreyfus Experience 1990 - 1996
Job Senior Vice President Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman  December 1998 - Present
Oxford Health Plans  1996 - 1998
Dreyfus   1990 - 1996

Education
Pace University - Lubin School of Business

Corey Conroy Corey Conroy Greater New York City Area Details
Corey Conroy's Dreyfus Experience August 2007 - Present
Job Accounting Manager at Dreyfus
Industry Accounting
Experience
Dreyfus   August 2007 - Present

Skills
Bonds, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Account Reconciliation, Consolidation, Financial Analysis, Asset Allocation, Internal Controls, Accounting, GAAP, SEC filings, Financial Statements, Fixed Assets, Financial Services

Education
St. John's University, The Peter J. Tobin College of Business   1993 — 1997

Quentin Anderson, MBA, CIMA Quentin Anderson, MBA, CIMA Orange County, California Area Details
Quentin Anderson, MBA, CIMA's Dreyfus Experience 2004 - 2005
Job Senior Vice President at Calvert Investments
Industry Investment Management
Experience
Calvert Investments  January 2015 - Present
FNEX  May 2014 - December 2014
Eagle Asset Management  2005 - September 2013
Dreyfus   2004 - 2005
Evergreen Investments  2000 - 2004
SunAmerica  1995 - 2000
Merrill Lynch  1991 - 1995
European Basketball Leagues   November 1986 - June 1991
National Basketball Association  June 1985 - November 1986

Skills
Financial Advisory, Talent Management, Securities, Investment Management, Strategy, Private Equity, Series 63, Series 7, Investment Strategies, Alternative Investments, Asset Allocation, Separately Managed..., Investment Advisory, Investments, Mutual Funds, Series 65

Education
University of Pennsylvania - The Wharton School   2006 — 2007
CIMA

California State University-Long Beach - College of Business Administration   1989 — 1991
MBA

University of Alabama   1985 — 1987
BS/BA, Finance/Political Science

Texas Tech University   1981 — 1985
Finance/Political Science

Anthony Galioto Anthony Galioto New York, New York Details
Anthony Galioto's Dreyfus Experience May 2000 - July 2007
Job Assistant General Counsel, Global Head of Enforcement & Investigations and Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2014 - Present
The Bank of New York Mellon  April 2012 - April 2014
The Bank of New York Mellon  August 2007 - April 2012
Dreyfus   May 2000 - July 2007
Clifford Chance US LLP (formerly Rogers & Wells)   1995 - 2000
Rogers & Wells (Clifford Chance LLP)   1995 - 2000

Skills
Private Investigations, Securities, Securities Regulation, AML, Commercial Litigation, Capital Markets, Mutual Funds, Litigation, Financial Services, Civil Litigation, Hedge Funds, Legal Writing, Management, Risk Management, Anti Money Laundering, Corporate Finance

Education
Saint John's University School of Law   1992 — 1995
Doctor of Law (J.D.)

New York University   1986 — 1990
B.A., Economics

Betty Balseca-Salgado Betty Balseca-Salgado Indianapolis, Indiana Area Details
Betty Balseca-Salgado's Dreyfus Experience November 1998 - May 2000
Job Residential Realtor at Liberty Real Estate LLC
Industry Financial Services
Experience
Liberty Real Estate LLC   December 2012 - Present
Wood Mizer   December 2012 - June 2013
F.C. Tucker Company   July 2012 - December 2012
Keller Williams Realty  June 2009 - May 2011
Coldwell Banker Real Estate  September 2004 - May 2006
US Trust  July 2001 - February 2003
Dreyfus   November 1998 - May 2000
Oxford Health Plans  October 1996 - April 1998

Skills
Mutual Funds, Accounting, Customer Satisfaction, Real Estate, Marketing Strategy, Valuation, Financial Analysis, Finance, Investment Properties, Credit, Listings, Foreclosures, First Time Home Buyers, Sales, Banking, Customer Service, Referrals

Education
Sacred Heart University   1996 — 1998
BS, Finance

Universidad Tecnica de Ambato. Ecuador   1987 — 1991
Completed 4 years of undergrad studies, Accounting and Auditing

Peter Palmieri Peter Palmieri Babylon, New York Details
Peter Palmieri's Dreyfus Experience March 2002 - Present
Job Senior VicePresident at Dreyfus
Industry Financial Services
Experience
Dreyfus   March 2002 - Present
UBS  June 1999 - March 2002
Deutsche Bank  January 1998 - June 1999
Morgan Stanley Smith Barney  September 1996 - January 1998

Skills
Series 7, Mutual Funds, Alternative Investments, Series 63

Education
State University of New York at Stony Brook   1992 — 1996
Bachelor of Arts

HS

Mark C. Curley Mark C. Curley Greater New York City Area Details
Mark C. Curley's Dreyfus Experience July 1994 - March 1997
Job Compliance Officer The Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  March 1997 - Present
Dreyfus   July 1994 - March 1997
Dreyfus   November 1985 - July 1994

Skills
Investments, Project Management, Securities, Management, Auditing, Fund Accounting, Accounting, Access, Risk Management, Account Reconciliation, Portfolio Management, Forecasting

Education
Stockton University   1981 — 1985
BS, Accounting

Judith Schlissel Judith Schlissel Greater New York City Area Details
Judith Schlissel's Dreyfus Experience May 1991 - August 1993
Job Information Specialist at PharmIntell Consulting
Industry Legal Services
Experience
PharmIntell Consulting on assignment to Johnson & Johnson Consumer Products   July 2014 - Present
Blume Goldfaden Berkowitz Donnelly Fried & Forte  March 1995 - January 2014
Kaye Scholer LLP  August 1993 - March 1995
Dreyfus   May 1991 - August 1993
Wachtell, Lipton, Rosen & Katz   November 1988 - May 1991
Shearman & Sterling LLP  November 1987 - October 1988
The Jewish Theological Seminary (JTS)   March 1985 - November 1987
Bar Ilan University  March 1983 - January 1985

Skills
Legal Research, Lexis, Library Instruction, Collection Development, Library Science, Westlaw, Information Literacy, Electronic Resources, Library Research, Library, Interlibrary Loan, Virtual Reference, Library Management, Cataloging, Library Reference

Education
City University of New York-Queens College   1987 — 1991
Masters of Library Science

Jason Petrie Jason Petrie Houston, Texas Area Details
Jason Petrie's Dreyfus Experience Senior VPDreyfus / BNY Mellon2004 - Present
Job Senior VP at Dreyfus
Industry Financial Services
Experience
Dreyfus   Senior VPDreyfus / BNY Mellon2004 - Present

Education
Texas Tech University   1987 — 1992

John Mussallem John Mussallem Greater Chicago Area Details
John Mussallem's Dreyfus Experience January 1995 - Present
Job Senior Vice President at Dreyfus
Industry Financial Services
Experience
Dreyfus   January 1995 - Present
Invest Financial  1993 - 1994
Kemper  1986 - 1994

Education
Southern Illinois University, Carbondale   1982 — 1986
Bachelor of Science (BS), Marketing

Kimberly Floren Kimberly Floren San Francisco Bay Area Details
Kimberly Floren's Dreyfus Experience 1986 - 1996
Job Sales and Leasing Agent at TowerRents
Industry Banking
Experience
TowerRents   October 2014 - Present
Sanctuary 13   May 2014 - July 2014
Comerica Bank  October 2012 - April 2014
Comerica Bank  April 2009 - October 2012
Schwab  1996 - 2001
Dreyfus   1986 - 1996

Skills
Financial Analysis, Equities, Credit, Loan Origination, Commercial Banking, Risk Management, Mortgage Lending, Loans, Portfolio Management, Banking, Commercial Lending, Credit Analysis, Investments, Retail Banking, Small Business Lending

Education
San Francisco State University   2002 — 2006
BS, Kinesilogy

Jennifer Ober Jennifer Ober Greater New York City Area Details
Jennifer Ober's Dreyfus Experience September 1994 - November 1995
Job at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Mgmt  October 2014 - Present
Cornerstone Capital Management  January 2013 - Present
Madison Square Investors  May 2008 - Present
JPMorgan Private Equity Fund Services   January 2006 - May 2008
JPMorgan Partners  1995 - 2008
JPMorgan Chase  1995 - 2008
Dreyfus   September 1994 - November 1995
PaineWebber  1993 - 1994

Skills
Financial Reporting, Auditing, Forecasting, Accounting, Corporate Finance, Finance, Process Improvement, Management, Hedge Funds, Account Reconciliation, Mergers & Acquisitions, Banking, Executive Management, Financial Statements, Bloomberg, Financial Accounting, US GAAP, Asset Management, Strategic Financial..., Cash Flow, Managerial Finance, Equities, Fixed Income, Due Diligence, Financial Modeling, Financial Services, Accounts Receivable, Securities, Valuation, Financial Risk, Portfolio Management, Internal Controls, GAAP, Variance Analysis, Mutual Funds, Strategic Planning, Private Equity, Investment Banking, Alternative Investments, Cash Management, Risk Management, Sarbanes-Oxley Act, Investments, Derivatives, Capital Markets, General Ledger, Business Analysis, Financial Analysis, Restructuring, Income Statement

Education
Rutgers, The State University of New Jersey-Newark   1989 — 1993
BS, Finance

Thomas Hind Thomas Hind New York, New York Details
Thomas Hind's Dreyfus Experience November 2014 - Present
Job Wholesaler at Dreyfus Investments
Industry Investment Management
Experience
Dreyfus   November 2014 - Present
J.P. Morgan   July 2013 - Present
AllianceBernstein  July 2009 - July 2013
J&W Seligman   July 2007 - December 2008

Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Wealth Management, Fixed Income, Separately Managed..., Hedge Funds, series 66, ETFs, Investment Strategies, Securities, Investment Management, FINRA, Investment Advisory, Portfolio Management, Finance, Retirement Planning, Sales, Capital Markets

Education
Sacred Heart University   2003 — 2006
Bachelor of Science (B.S.), Business with a concentration in marketing

Sacred Heart University   2002 — 2006
Bachelor of Science, John F. Welch College of Business, Business

Troy Maag Troy Maag Greater Minneapolis-St. Paul Area Details
Troy Maag's Dreyfus Experience December 2013 - Present
Job Regional Vice President External Wholesaler at Dreyfus
Industry Financial Services
Experience
Dreyfus   December 2013 - Present
Allianz Group  February 2008 - November 2013
First American Funds  April 2005 - February 2008

Education
St. Cloud State University   1991 — 1996

Keith Cummings Keith Cummings Allentown, Pennsylvania Area Details
Keith Cummings's Dreyfus Experience April 1998 - March 1999
Job
Industry Financial Services
Experience
Bank of America  July 2011 - Present
SEI  January 2009 - July 2011
Lehman Brothers  April 1999 - December 2008
Dreyfus   April 1998 - March 1999

Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC

Education
State University of New York College at Fredonia   1988 — 1991
B.S.

Pauline Miller-John Pauline Miller-John Greater New York City Area Details
Pauline Miller-John's Dreyfus Experience 1999 - 2003
Job Program Evaluator/Data Analyst at NYC Department of Education
Industry Government Administration
Experience
NYC Department of Education  January 2010 - Present
NYC Department of Homeless Svcs   April 2006 - December 2009
Dreyfus   1999 - 2003

Education
The New School   2003 — 2005
MS, Non-Profit Management

Clarke Edgar Clarke Edgar Pinehurst, North Carolina Details
Clarke Edgar's Dreyfus Experience 1982 - 1984
Job Owner at Carolina Carriage
Industry Retail
Experience
Carolina Carriage   September 2013 - Present
Resources Global Professionals  2005 - 2011
Deutsche Bank  1998 - 2005
Bankers Trust Company  1990 - 1998
Salomon Brothers  1984 - 1990
Dreyfus   1982 - 1984

Skills
Product Control, Financial Analysis, Managerial Finance, Accounting, Project Management, IFRS, Credit Analysis, Investment Banking, Forecasting, Financial Services, Trading, Financial Risk, Securities, Financial Modeling, Mutual Funds, Sales, Portfolio Management, Capital Markets, Equities, Management

Education
Syracuse University   1979 — 1981
BS, Accounting

Washington and Lee University

Peter Cesario Jr Peter Cesario Jr Greater New York City Area Details
Peter Cesario Jr's Dreyfus Experience October 1992 - April 1997
Job Business Analyst at Envisage Information Systems
Industry Financial Services
Experience
Envisage Information Systems  September 2014 - Present
The Pension Boards - United Church of Christ   July 2013 - August 2014
Envisage Information Systems  July 2011 - July 2013
T Rowe Price  November 2010 - July 2011
ACS Human Capital Management Solutions,   August 2009 - May 2010
SunGard  March 2007 - September 2008
ACS  July 2000 - January 2007
Morgan Stanley Dean Witter  April 1999 - May 2000
USI Consulting Group  April 1997 - April 1999
Dreyfus   October 1992 - April 1997

Skills
Business Analysis, Requirements Analysis, Program Management, Testing, Software Documentation, Business Requirements, Requirements Gathering, Test Planning, Retirement, Data Conversion, Databases, Quality Center, Analysis, Project Management, Financial Services, Management, Quality Assurance, SDLC, Systems Analysis, Training, Visio, HP Quality Center

Education
Old Dominion University   1980 — 1984
B.S., Business Admin-Finance

Josh Orth Josh Orth Greater New York City Area Details
Josh Orth's Dreyfus Experience February 2000 - September 2007
Job Editorial Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  September 2007 - Present
Dreyfus   February 2000 - September 2007
DWS Investments  1997 - 2000
Kemper Corporation  1994 - 1997

Skills
Content Strategy, Integrated Marketing, Advertising, Marketing Communications, Mutual Funds, Editing, Marketing, Social Media, Editorial, Asset Management, Investments, Digital Marketing, Social Media Marketing, Email Marketing, Management, Strategy

Education
New School University   1989 — 1993
BA, English

Clara Valtas Clara Valtas Greater New York City Area Details
Clara Valtas's Dreyfus Experience Director, Library & Information CenterBNY Mellon1998 - Present
Job Director, Library & Information Center at Dreyfus
Industry Financial Services
Experience
Dreyfus   Director, Library & Information CenterBNY Mellon1998 - Present
Simmons College  1997 - 1998
Warren Trumbull County Public Library  1988 - 1997

Education
Simmons College   1997 — 1998
MLIS, Library & Information Science

Youngstown State University   1991 — 1996
BA, English, Journalism

Robert Fort Robert Fort Greater Pittsburgh Area Details
Robert Fort's Dreyfus Experience January 1985 - February 1995
Job MD at BNY Mellon Cash Investment Strategies
Industry Investment Management
Experience
BNY Mellon  March 2006 - Present
Reserve Funds   March 2005 - May 2006
State Street Global Advisors  1995 - 2004
State Street  2000 - 2003
Dreyfus   January 1985 - February 1995

Skills
Fixed Income, Bonds, Alternative Investments, Securities Lending, Hedge Funds, Securities, Asset Managment, Bloomberg, Portfolio Management, Capital Markets, ABS, Trading, Series 63, Asset Management

Education
New York Institute of Technology   1980 — 1985
B.S., Business Administration

Daniela Battistoni Daniela Battistoni Greater New York City Area Details
Daniela Battistoni's Dreyfus Experience July 1999 - January 2005
Job BNY Mellon, Associate Director, Vice President, Events
Industry Financial Services
Experience
BNY Mellon  May 2008 - Present
Citi  January 2005 - April 2008
Dreyfus   July 1999 - January 2005
Dreyfus   April 1997 - July 1999

Skills
Event Management, Corporate Events, Event Planning, Marketing Communications, Financial Services, Trade Shows, Meeting Planning, Sponsorship, Strategy, Management, Budgets, Public Relations, Marketing Strategy, Strategic Planning, Marketing

Education
The Catholic University of America   1989 — 1993
Bachelor's degree, History

Eleana McLane Eleana McLane Greater New York City Area Details
Eleana McLane's Dreyfus Experience June 2002 - February 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  June 2009 - Present
Dreyfus   June 2002 - February 2009

Skills
Series 7, Separately Managed..., Series 63, Mutual Funds, Alternative Investments, Securities, Asset Allocation, Wealth Management, Fixed Income, Series 65, Asset Managment, Investments, Portfolio Management, Series 6, Uniform Combined State...

Education
Rider University
Business/Commerce, General

Garden City High School
Business/Commerce, General

Dom DiMercurio Dom DiMercurio Baltimore, Maryland Area Details
Dom DiMercurio's Dreyfus Experience July 1987 - August 1996
Job Training Specialist at Social Security Administration
Industry Government Administration
Experience
Social Security Administration  March 2003 - Present
SSA Hagerstown   January 1990 - August 1996
Dreyfus   July 1987 - August 1996

Skills
Training Specialist, Training Instructor, Career & Leadership..., Leadership Development, Coaching, Change Management, Customer Service, Team Building, Policy

Education
City University of New York-Queens College   1987 — 1989
Masters, Communications

Queens College
Masters, Communications

Chris Filandro Chris Filandro Scottsdale, Arizona Details
Chris Filandro's Dreyfus Experience July 1994 - January 1995
Job Vice President / CIO of Meritage Homes
Industry Construction
Experience
Meritage Homes  June 2004 - Present
Western International University  September 2009 - August 2014
Dimension Data  September 2003 - June 2004
ThruPoint  August 2000 - February 2003
Nexus Global Solutions   October 1999 - August 2000
Vital Processing Services, LLC   February 1999 - October 1999
Paranet  May 1998 - February 1999
MicroAge  April 1996 - May 1998
Maricopa County  January 1995 - April 1996
Dreyfus   July 1994 - January 1995

Education
Western International University   2006 — 2008
Masters of Business Administration, Finance, 3.785

Western International University   2003 — 2006
Bachelors of Science, Business, 3.721

Pace University - Lubin School of Business

Jim Mayer Jim Mayer Greater Boston Area Details
Jim Mayer's Dreyfus Experience 1992 - 1992
Job Multiple Operations Director at Voya Financial
Industry Financial Services
Experience
Voya Financial  July 2008 - Present
ING Institutional Plan Services   July 2008 - Present
CitiStreet  2000 - 2008
State Street  1998 - 2000
State Street  1993 - 1998
Bankers Trust  1986 - 1993
Dreyfus   1992 - 1992

Education
Saint Peter's University   1985 — 1987
Bachelor's Degree, Marketing and Mathematics

Temple University   1982 — 1984
Electrical Engineering

Michael Millard Michael Millard Greater Boston Area Details
Michael Millard's Dreyfus Experience 1996 - 2005
Job EVP, Ceo Wealth Management at RBS Citizens Bank
Industry Banking
Experience
Citizens Bank  January 2006 - Present
Dreyfus   1996 - 2005
Dreyfus Investments  1995 - 2005
Paine Webber  1988 - 1995

Skills
Alternative Investments, Mutual Funds, Wealth Management, Asset Managment, Series 24, Securities, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, Series 7, Financial Services, Investment Strategies, FINRA, Portfolio Management

Education
St. Mary's College of Maryland   1976 — 1978

Greg Foray Greg Foray Greater New York City Area Details
Greg Foray's Dreyfus Experience June 1994 - April 1999
Job Chairman at Gregory Foray Agency
Industry Insurance
Experience
Gregory Foray Agency   April 2000 - Present
Dreyfus   June 1994 - April 1999

Education
State University of New York - System

Kevin Gaines Kevin Gaines Greater New York City Area Details
Kevin Gaines's Dreyfus Experience 1988 - 1991
Job Managing Director Director of Due Diligence at Nikko Asset Management
Industry Financial Services
Experience
Nikko Asset Management  September 2007 - Present
Moody's Investors Service  February 2006 - September 2007
ACAM Advisors LLC   January 1998 - January 2006
JJ Kenny Inc.   July 1994 - January 1998
BEA Associates  May 1992 - July 1994
Dreyfus   1988 - 1991

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Portfolio Management, Fixed Income, Asset Managment, Due Diligence, Bloomberg, Investments, Investment Strategies, Financial Modeling, Asset Allocation, Investment Management, Asset Management, Commodity, Venture Capital, Trading, Financial Structuring, Wealth Management, Equity Derivatives, Financial Analysis, Risk Management, Quantitative Analytics, Market Risk, Investment Banking, Global Macro, Derivatives, Credit Derivatives, Equity Research, Options, Capital Markets, Investment Advisory, Mergers & Acquisitions, Structured Products, Mutual Funds, Hedging, Emerging Markets, Equity Trading, Financial Risk, Financial Markets, Securities, Bonds, Institutional..., Investor Relations, Quantitative Finance, Valuation, Fund Accounting, Corporate Finance, Structured Finance

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
MBA

Norfolk State University   1984 — 1988
BS, Accounting

Luciann Givonetti Luciann Givonetti Greater Philadelphia Area Details
Luciann Givonetti's Dreyfus Experience November 1990 - November 1996
Job Estates Paralegal
Industry Legal Services
Experience
MacElree Harvey, Ltd.   November 2012 - Present
Creative Financial Group  2009 - May 2012
SEI Investments  2000 - 2009
CIGNA Retirement & Investment Services  1996 - 2000
Dreyfus   November 1990 - November 1996
MetLife  November 1988 - November 1990

Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration

Education
Villanova University   2012 — 2012
Paralegal Certificate

State University of New York College at Geneseo   1984 — 1988
BA

Steven Polikoff Steven Polikoff East Meadow, New York Details
Steven Polikoff's Dreyfus Experience 2000 - 2005
Job Software Development Manager
Industry Computer Software
Experience
Natus Medical  October 2011 - Present
Hart Systems, LLC   September 2008 - April 2011
eVero Corporation  March 2006 - August 2008
Dreyfus   2000 - 2005
Admit Computer Services   July 1999 - June 2000
Comverse InfoSys   May 1998 - July 1999
The Dreyfus Corporation  September 1996 - May 1998
Creative Socio-Medics Corp.   November 1993 - September 1996
Coastal Computer Systems   January 1992 - November 1993

Skills
C#, OOP, ASP.NET, VB 6, Database Design, Web Application Design, Software Design, HTML, CSS, T-SQL Stored Procedures, Microsoft SQL Server, PL/SQL, Oracle, VB.NET, .NET, TFS, VSS, AJAX Toolkit, DevExpress Controls, SSRS, IIS, Visual Studio, SQL Tuning, ADO.NET, DAO, ODBC, Hyper-V, VMware, Toad, MySQL, PHP, JavaScript, VBScript, Java, InstallShield, Agile Methodologies, CMM

Education
State University of New York at Buffalo   1985 — 1987
Computer Science

State University of New York College at Old Westbury   1988 — 1992
Computer Science

Robert Gaffney Robert Gaffney Greater New York City Area Details
Robert Gaffney's Dreyfus Experience 1987 - 1989
Job Director, Mutual Fund Accounting at Baron Capital
Industry Financial Services
Experience
Baron Capital  August 2010 - Present
BNY Mellon  November 2009 - August 2010
RiverSource Investments, LLC   October 1994 - September 2009
Kidder, Peabody Asset Management   January 1989 - October 1994
Dreyfus   1987 - 1989

Education
St. John's University, The Peter J. Tobin College of Business   1995 — 1999
BS, Accounting

James Carpenter CIMA, ChFC James Carpenter CIMA, ChFC Charlotte, North Carolina Details
James Carpenter CIMA, ChFC's Dreyfus Experience 1999 - 2001
Job Sales Director South Atlantic at Schroders
Industry Financial Services
Experience
Schroders Investment Management  May 2012 - Present
Goldman Sachs Asset Management  2010 - December 2011
Evergreen Investments/ Wells Fargo Funds   2007 - 2010
Legg Mason  2004 - 2007
ING Investment Management  2001 - 2004
Dreyfus   1999 - 2001
CBIZ  1995 - 1999
Transamerica Life Insurance Company  1989 - 1993

Skills
Series 7, Series 63, 65, Variable Products, Managed Accounts, Managing Accounts, Estate Planning, Private Equity, Wealth, IRAs, Financial Planners, Risk Management, Portfolio Management, High Net Worth..., Equities, Life Insurance, Asset, Finance, Emerging Markets

Education
Reed College
BA, Social Science

The American College
ChFC

Wharton Business School
CIMA

Andrea Steuer Andrea Steuer Greater New York City Area Details
Andrea Steuer's Dreyfus Experience September 1994 - December 1997
Job Senior AssociateHealth and Benefits
Industry Insurance
Experience
Mercer  July 2011 - Present
Principal Financial Group  May 2006 - July 2011
Dreyfus   September 1994 - December 1997

Skills
Employee Benefits, Health Insurance, Life Insurance, Human Resources, Team Building

Education
State University of New York College at Oneonta   1987 — 1991
BS, Elementary Education

Ann Asse-Cadet Ann Asse-Cadet Greater New York City Area Details
Ann Asse-Cadet's Dreyfus Experience September 2005 - August 2007
Job Human Resources Associates
Industry Publishing
Experience
Hearst  August 2007 - Present
Dreyfus   September 2005 - August 2007

Education
Queensborough Community College
AAS, Business Mgmt

Greg Gruber Greg Gruber Greater New York City Area Details
Greg Gruber's Dreyfus Experience March 1989 - November 2005
Job Vice President Consulting Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems  April 2011 - Present
Broadridge  September 2009 - April 2011
Bank of New York Mellon  November 2005 - March 2009
Dreyfus Municipal Bond Fund   April 2000 - November 2005
Dreyfus   March 1989 - November 2005
Dreyfus   1998 - 2005

Skills
Risk Management, Mergers & Acquisitions, Management

Education
New York Institute of Technology   1978 — 1981
BS

David Meell David Meell Greater New York City Area Details
David Meell's Dreyfus Experience September 2004 - Present
Job VP at Dreyfus
Industry Financial Services
Experience
Dreyfus   September 2004 - Present
Citigroup Asset Management  2000 - 2004

Skills
Series 7, Mutual Funds, Financial Services, Asset Allocation, Alternative Investments, Series 24

Education
Penn State University   1979 — 1983
BS, Business

Darrin Werbitsky ChFC Darrin Werbitsky ChFC Greater New York City Area Details
Darrin Werbitsky ChFC's Dreyfus Experience April 2000 - May 2001
Job Regional Sales Manager at ENSI
Industry Financial Services
Experience
Essex National Securities  May 2001 - Present
Dreyfus   April 2000 - May 2001
Chase Investment Services  October 1997 - March 2000
Citicorp Investment Services  July 1994 - October 1997
Prudential Insurance  March 1992 - July 1994
Prudential Financial Services Inc   August 1991 - March 1992

Skills
Mutual Funds, Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mergers & Acquisitions, Finance, Securities, Banking, Insurance, Series 63

Education
University of Vermont   1983 — 1987
MS, Biology

St. Lawrence University   1979 — 1983
B.S, Biology and Environmental Studies

Peter McMorrow Peter McMorrow Greater Pittsburgh Area Details
Peter McMorrow's Dreyfus Experience January 1998 - August 1998
Job Regional Vice President at Ivy Funds
Industry Financial Services
Experience
Ivy Funds Distributor, Inc.   June 2011 - Present
Pioneer Investments  January 2001 - June 2011
Pioneer Investments  December 2000 - June 2001
Pioneer Investments  June 2000 - December 2000
Pioneer Investments  October 1998 - June 2000
Dreyfus   January 1998 - August 1998

Education
Chaminade High School   1990 — 1994

Penn State University

Camie Tirado Camie Tirado Miami/Fort Lauderdale Area Details
Camie Tirado's Dreyfus Experience 1982 - 1999
Job Sr Finance Manager at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  2007 - Present
First Data  2002 - 2007
First Data  1999 - 2002
Dreyfus   1982 - 1999

Skills
Payments, Credit Cards, IT Management, Payment Card Processing, Electronic Payments, Risk Management, Finance, Financial Analysis, Banking, Transaction Processing, Financial Reporting, Business Requirements, Requirements Analysis, Project Management, Budgets, Debit Cards, Relationship Management, Financial Services, Cash Management, Merchant Services, Mobile Payments, Financial Risk, Payment Systems, Treasury Management, Executive Management, E-payments, Cards, Credit, Retail Banking, Acquiring, Business Analysis, Management, Process Improvement, Analysis

Education
Stony Brook University   1978 — 1980
BA, Politcal Science\Foreign Policy

Arman Lodi Arman Lodi Greater New York City Area Details
Arman Lodi's Dreyfus Experience September 2005 - March 2007
Job Financial Ananlyst at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP  November 2007 - Present
Goldman Sachs  April 2007 - November 2007
Dreyfus   September 2005 - March 2007

Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation

Education
Queens College   2002 — 2005
Bachelor of Arts (B.A.), Accounting

David Scordato David Scordato Scarsdale, New York Details
David Scordato's Dreyfus Experience 1989 - 1998
Job Regional Sales Manager at PNC
Industry Investment Management
Experience
PNC  January 2014 - Present
E*TRADE Financial  January 2012 - January 2014
TD Ameritrade  April 2011 - December 2011
Citizens Bank  March 2008 - April 2011
HSBC  1998 - 2005
Dreyfus   1989 - 1998

Education
Rutgers, The State University of New Jersey-Newark

Mehul M. Shah Mehul M. Shah Charlotte, North Carolina Area Details
Mehul M. Shah's Dreyfus Experience September 2002 - September 2003
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard  May 2013 - Present
Merrill Lynch  March 2007 - July 2012
Morgan Stanley  September 2003 - March 2007
Dreyfus   September 2002 - September 2003
Deustche Bank  July 2001 - May 2002
First Union National Bank  April 2000 - March 2001

Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading

Education
North Carolina State University   1991 — 1996
Bachelor's degree, Business/Managerial Economics

David McFarland David McFarland Greater New York City Area Details
David McFarland's Dreyfus Experience May 1989 - August 1990
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  September 2014 - Present
Financial Services and Investment Management   April 2013 - August 2014
BNY Mellon  May 1998 - March 2013
New York Life Insurance Company  August 1990 - May 1998
Dreyfus   May 1989 - August 1990

Skills
Financial Analysis, Equities, Fixed Income, Mutual Funds, Securities, Financial Modeling, Asset Management, Investments, Derivatives, Portfolio Management, Financial Reporting, Fund Accounting, Accounting, Financial Services, Bloomberg, Capital Markets, ETFs, Alternative Investments, Fund Of Funds, Fund Administration, Corporate Actions, Investment Management, Global Custody, Middle Office, Back Office, Series 7, Securities Lending, FINRA, Bloomberg Terminal, Financial Markets, Financial Risk, Asset Allocation, FX Options, Valuation, Trading

Education
Texas Tech University - Rawls College of Business   1986 — 1989
Bachelor of Business Administration, Accounting

Pat Colletti Pat Colletti Greater New York City Area Details
Pat Colletti's Dreyfus Experience September 1981 - August 1985
Job Mutual Fund CFO/CCO
Industry Accounting
Experience
Burnham Investors Trust   September 2004 - Present
PFPC  January 1999 - August 2004
The Reserve Funds  September 1985 - December 1998
Dreyfus   September 1981 - August 1985

Education
Pace University   1976 — 1981
BBA, Accounting

Laura Lasak Laura Lasak Greater New York City Area Details
Laura Lasak's Dreyfus Experience
Job Admin Assistant at Dreyfus
Industry Financial Services
Experience
Dreyfus  

Skills
Microsoft Excel, Spreadsheets, PowerPoint

Education
Russell Sage College, Troy, New York

The Sage Colleges - Russell Sage College
Elementary Education and Teaching

Erik Naviloff Erik Naviloff Greater New York City Area Details
Erik Naviloff's Dreyfus Experience November 1992 - April 2007
Job Vice President at Gemini Fund Services
Industry Financial Services
Experience
Gemini Fund Services  July 2011 - Present
Gemini Fund Services  April 2007 - July 2011
Dreyfus   November 1992 - April 2007

Skills
Asset Managment, Alternative Investments, Financial Analysis, Equities, Fixed Income, Hedge Funds, Mutual Funds, Fund Accounting, Securities, Investments, Bloomberg, Bonds, Transfer Agency, Due Diligence, Asset Management, Series 7, Fund Of Funds, Tax, Financial Reporting, Trading, Portfolio Management, Financial Modeling, Capital Markets, Securities Regulation, SEC filings, Asset Allocation, Financial Planners, Auditing, Fund Administration, Finance, Financial Services, Valuation, Investment Advisory, Risk Management, CPA, Accounting, Sarbanes-Oxley, Investment Management, Account Reconciliation, Internal Controls

Education
New York Institute of Technology   1989 — 1992
Accounting

Mike Hiniker, CRPC Mike Hiniker, CRPC Greater Minneapolis-St. Paul Area Details
Mike Hiniker, CRPC's Dreyfus Experience July 2004 - July 2006
Job Regional Vice President at Ohio National
Industry Financial Services
Experience
Ohio National Financial Services  June 2014 - Present
Lincoln Financial Distributors  December 2011 - 2013
Transamerica Capital, Inc.   July 2007 - March 2011
Prudential Financial  July 2006 - January 2007
Dreyfus   July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity   August 2000 - July 2004

Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...

Education
St. John's University
Bachelor of Arts (BA), Business Management

EHS

Mary Sookhoo Mary Sookhoo Greater New York City Area Details
Mary Sookhoo's Dreyfus Experience May 1992 - April 1994
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase  April 2001 - March 2011
Chase Bank  February 1994 - December 1999
Dreyfus   May 1992 - April 1994

Skills
Banking, Wealth Management, Risk Management, Fixed Income, Finance, Bloomberg, Asset Management, Derivatives, Customer Service, Microsoft Excel, Trading, Hedge Funds, Corporate Finance, Accounting, Microsoft Office, Investment Banking, Financial Reporting, Auditing, Management, Financial Risk

Education
Pace University - Lubin School of Business
Bachelor's degree, Accounting and Business/Management

Henry Chong Henry Chong Norfolk, Virginia Area Details
Henry Chong's Dreyfus Experience July 2005 - June 2007
Job Creative Director and Head of Special Projects
Industry Retail
Experience
CTC Inc d/b/a Zie Spot   February 2010 - Present
Galilee Trading Company, LLC   May 2011 - July 2011
Standard & Poor's   June 2007 - October 2009
Dreyfus   July 2005 - June 2007
Entrepreneurial Financial Computing Class (Senior year at Pace)   February 2005 - April 2005
City of New York Department of Finance: Office of Tax Policy   October 2004 - April 2005
Mitsubishi UFJ Financial Group, Inc.   October 2003 - February 2004

Skills
Fixed Income, Equities, Analysis, Bonds

Education
Pace University - Lubin School of Business
Finance

Christine O'Hara Christine O'Hara Greater New York City Area Details
Christine O'Hara's Dreyfus Experience October 1988 - March 1996
Job Vice President at Assured Guaranty
Industry Financial Services
Experience
Assured Guaranty  August 1997 - Present
Salomon Brothers  January 1997 - August 1997
Dreyfus   October 1988 - March 1996

Education
City University of New York-Queens College   1984 — 1988
BA, Accounting & Information Systems

Sheng Pan Sheng Pan Greater New York City Area Details
Sheng Pan's Dreyfus Experience October 2015 - Present
Job Client Specialist at Dreyfus
Industry Investment Management
Experience
Dreyfus   October 2015 - Present
Citi  August 2013 - October 2015

Education
City University of New York-Queens College   2009 — 2012
Bachelor's Degree, History

Lillian Schulz Lillian Schulz Greater New York City Area Details
Lillian Schulz's Dreyfus Experience March 2001 - May 2005
Job Independent Consultant
Industry Financial Services
Experience
Streamline Software, Inc.   August 2011 - Present
Dreyfus   March 2001 - May 2005
Sanford C. Bernstein  May 1993 - March 2001

Education
SUNY Stony Brook   1986 — 1990
BA, Liberal Arts

Lana Grigorian Lana Grigorian Elmhurst, New York Details
Lana Grigorian's Dreyfus Experience 2007 - Present
Job accountant at Dreyfus
Industry Financial Services
Experience
Dreyfus   2007 - Present
Moss Adams LLP  January 2001 - March 2003

Education
Queens College   2003 — 2006
Bachelor's degree, Accounting and Finance

Kris K. Liang Kris K. Liang Greater New York City Area Details
Kris K. Liang's Dreyfus Experience July 1998 - December 2000
Job
Industry Capital Markets
Experience
Prudential Financial  January 2009 - December 2011
Bear Stearns Asset Management  January 2001 - December 2008
Dreyfus   July 1998 - December 2000

Education
Rutgers, The State University of New Jersey-New Brunswick   1994 — 1998
Bachelor of Arts (B.A.), Economics

MICHAEL MARTUCCI MICHAEL MARTUCCI Cape Coral, Florida Details
MICHAEL MARTUCCI's Dreyfus Experience June 1998 - July 2002
Job Financial Advisor
Industry Investment Management
Experience
SunTrust  December 2013 - October 2014
Suncoast Schools FCU  2011 - 2012
Citi  February 2010 - November 2010
JPMorgan Chase  March 2004 - October 2009
HSBC  February 2003 - February 2004
Dreyfus   June 1998 - July 2002

Skills
Investments, Strategic Financial..., Wealth Management, Series 7, Banking, Equities, Retirement, Finance, Options, Wealth Accumulation, Leadership, Life Insurance, Trading, High Net Worth..., Analysis

Education
St. Francis College   1990 — 1992

Carmello Elie Carmello Elie Westbury, New York Details
Carmello Elie's Dreyfus Experience June 1998 - April 2000
Job Customer Solutions Engineer at Dell
Industry Information Technology and Services
Experience
Dell  August 2004 - Present
Sun Microsystems  October 2000 - August 2004
Qwest  April 2000 - October 2000
Dreyfus   June 1998 - April 2000
Stony Brook University  1996 - 1998

Skills
Account Management, Solution Selling, Pre-sales, Virtualization, Servers, Storage, Cloud Computing, SAN, Data Center, Disaster Recovery, Storage Area Networks, EMC Storage, Compellent, HPCC, iSCSI, VMware, Storage Solutions, Business Intelligence, Storage Virtualization, Enterprise Storage, VDI, CRM

Education
Stony Brook University   1996 — 1998
Masters of Science, Business Management and Policy

Stony Brook University   1996 — 1998
Advanced Graduate Degree, Management Information Systems, General

Stony Brook University   1992 — 1996
Bachelors of Science, Applied Mathematics and Statistics

Jonathan H Jonathan H Chicago, Illinois Details
Jonathan H's Dreyfus Experience April 1994 - June 1996
Job Senior Software Engineer at Interactive Data
Industry Computer Software
Experience
Interactive Data Corporation, Real Time Services   April 2013 - Present
Thomson Reuters  July 2006 - March 2013
CME Group  January 2006 - July 2006
Bank of America  January 2005 - December 2005
CME Group  January 2004 - December 2004
J.P. Morgan Trust   July 1998 - May 2000
TIBCO Finance Technology  June 1996 - July 1998
Dreyfus   April 1994 - June 1996
SIAC  June 1993 - April 1994
IBM  April 1989 - June 1993

Skills
Unix, SQL, Options, Trading Systems, Market Data, Disaster Recovery, Software Development, Integration, Low Latency, Perl, C, FX Options, Solaris, SDLC, Shell Scripting, Data Center, C++, XML, Python, Java, Vendor Management, Web Services, Requirements Analysis, Multithreading, Software Project..., Enterprise Architecture, Business Analysis, Sybase, Linux, Agile Methodologies, Electronic Trading, Financial Markets, Equities, Enterprise Software, Fixed Income

Education
Polytechnic University   1991 — 1993
MS, Computer Science

Polytechnic University   1985 — 1989
BSEE, Computer Engineering

Christopher Royack Christopher Royack Greater Boston Area Details
Christopher Royack's Dreyfus Experience July 1998 - September 1998
Job Student at University of Massachusetts Boston
Industry Research
Experience
UMass Boston  January 2010 - July 2010
BNY Mellon  October 2009 - July 2010
Brown Brothers Harriman  August 2002 - July 2010
Brown Brothers Harriman  October 2000 - August 2002
State Street Bank  March 1999 - April 2000
Mellon Trust  September 1998 - March 1999
Dreyfus   July 1998 - September 1998

Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access

Education
UMass Boston   2011 — 2013
Master of Arts (M.A.), History

Norwich University   1994 — 1998
Bachelor's degree, Political Science and Government

Sharon Broschart Sharon Broschart West Sayville, New York Details
Sharon Broschart's Dreyfus Experience 1997 - 2000
Job Sr. Compliance Manager at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions (formerly Accurecord, Inc)   April 2000 - Present
Transamerica Retirement Solutions (formerly Accurecord, Inc.)   2000 - Present
Dreyfus   1997 - 2000
Mutual of America  1985 - 1994

Education
St. John's University   1982 — 1985
Bachelor's degree, Business Administration and Management, General

Thomas Lynch Thomas Lynch Greater Boston Area Details
Thomas Lynch's Dreyfus Experience March 1996 - December 1997
Job Chief Executive Officer at AfterBuzz Media Group
Industry Management Consulting
Experience
Great Oak Advisors   April 2015 - Present
AfterBuzz Media Group   January 2015 - Present
OmniGate Partners LLC   July 2014 - Present
Frederick's of Hollywood  January 2009 - June 2014
Vision Global Investments   June 2007 - December 2008
BNY Mellon  February 2004 - May 2006
BNY Mellon  January 1998 - May 2006
Dreyfus   March 1996 - December 1997

Skills
Sales, Retail, Merchandising, P&L, Windows, Outlook, Island Pacific, Teaching, Wholesale, Research

Education
Saint Anselm College   1986 — 1990
Bachelor of Arts (BA)

Brian Connors Brian Connors Rockville Centre, New York Details
Brian Connors's Dreyfus Experience January 1992 - December 2004
Job Fixed Income Specialist at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc  January 2009 - Present
Charles Schwab  April 2004 - December 2008
Dreyfus   January 1992 - December 2004

Skills
Sales Management, Sales, Team Building, Leadership, Asset Management, Banking, Equities, Financial Analysis, Relationship Management

Education
State University of New York College at Oneonta   1981 — 1985
Bachelor's degree, Business/Economics

Anne Marie Cronin Anne Marie Cronin Chapel Hill, North Carolina Details
Anne Marie Cronin's Dreyfus Experience 1993 - 1999
Job Finance & Billing Specialist
Industry Financial Services
Experience
Investors Title Company and Affiliates  2012 - 2014
The Disney Store  2007 - 2009
Dreyfus   1993 - 1999

Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Customer Service, Financial Reporting, Microsoft Office, Retail, Sales

Education
New York Institute of Technology
Bachelor's Degree, Finance, General

Christopher Babcock Christopher Babcock Boston, Massachusetts Details
Christopher Babcock's Dreyfus Experience January 2000 - December 2005
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2000 - Present
Dreyfus   January 2000 - December 2005
Fidelity Investments  March 1997 - June 2000

Skills
Asset Management, Sales Process, Sales Presentations, Alternative Investments, Multi-channel Marketing, Product Marketing, Multi Boutique Asset..., Client Relations Skills, Manage Client..., Consultative Selling..., Relationship Management, Building Relationships, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Equities, Series 7, Asset Allocation, Securities, Hedge Funds, Microsoft Excel

Education
Northeastern University   1993 — 1996
Bachelor of Science (BS)

Douglas Gaylor Douglas Gaylor New York, New York Details
Douglas Gaylor's Dreyfus Experience January 1996 - November 2009
Job Municipal Portfolio Manager at Guardian Life Insurance Company
Industry Investment Management
Experience
Guardian Life Insurance Company  July 2014 - Present
Principal Global Investors  November 2009 - July 2014
Dreyfus   January 1996 - November 2009

Skills
Bonds

Education
State University of New York at Buffalo - School of Management   1980 — 1982
Master of Business Administration (MBA), Finance and Financial Management Services

State University of New York College at Brockport   1976 — 1980
Bachelor of Science (BS), Finance and Financial Management Services

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