Dreyfus Company
Industry: French officer
DescriptionAlfred Dreyfus was a French Jewish artillery officer whose trial and conviction in 1894 on charges of treason became one of the most tense political dramas in modern French history with a wide echo in all Europe. Known today as the Dreyfus affair, the incident eventually ended with Dreyfus's complete exoneration. Born: 9 October 1859, Mulhouse, France Died: 12 July 1935, Paris, France Place of burial: Montparnasse Cemetery, Paris, France Spouse: Lucie Dreyfus (m. 1891–1935) Siblings: Mathieu Dreyfus, Berthe Dreyfus, Rachel Schil,
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Dreyfus Employees
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
# **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
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
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)
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
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
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.)
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Neuberger Berman December 1998 - Present
Oxford Health Plans 1996 - 1998
Dreyfus 1990 - 1996
Education
Pace University - Lubin School of Business
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
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
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
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
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
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
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
Dreyfus Senior VPDreyfus / BNY Mellon2004 - Present
Education
Texas Tech University 1987 — 1992
Dreyfus January 1995 - Present
Invest Financial 1993 - 1994
Kemper 1986 - 1994
Education
Southern Illinois University, Carbondale 1982 — 1986
Bachelor of Science (BS), Marketing
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
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
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
Dreyfus December 2013 - Present
Allianz Group February 2008 - November 2013
First American Funds April 2005 - February 2008
Education
St. Cloud State University 1991 — 1996
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.
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
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
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
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
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
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
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
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
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
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
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
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
Gregory Foray Agency April 2000 - Present
Dreyfus June 1994 - April 1999
Education
State University of New York - System
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
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
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
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
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
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
Hearst August 2007 - Present
Dreyfus September 2005 - August 2007
Education
Queensborough Community College
AAS, Business Mgmt
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
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
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
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
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
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
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
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
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
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
Dreyfus
Skills
Microsoft Excel, Spreadsheets, PowerPoint
Education
Russell Sage College, Troy, New York
The Sage Colleges - Russell Sage College
Elementary Education and Teaching
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
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
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
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
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
Dreyfus October 2015 - Present
Citi August 2013 - October 2015
Education
City University of New York-Queens College 2009 — 2012
Bachelor's Degree, History
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
Dreyfus 2007 - Present
Moss Adams LLP January 2001 - March 2003
Education
Queens College 2003 — 2006
Bachelor's degree, Accounting and Finance
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
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
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
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
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
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
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)
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
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
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)
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