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
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Reis March 2008 - Present
Merck 2005 - 2008
Perfect Information 2004 - 2005
FactSet Research Systems 1999 - 2003
Reuters 1998 - 1999
Dreyfus 1997 - 1998
Skills
Account Management, Sales, Business Development, Solution Selling, Contract Negotiation, CRM, Strategic Partnerships, Relationship Management, Direct Sales, Commercial Real Estate, Sales Operations, Selling, Investments, Market Analysis, Negotiation, Sales Process, Marketing, Market Research, Forecasting
Education
State University of New York at Albany 1992 — 1996
BS, Business Administration - Marketing and Management
Efficient Market Advisors, LLC July 2004 - Present
Forbes.com March 2009 - Present
Theta Chi Fraternity July 2014 - Present
San Diego City Employees Retirement System May 2009 - July 2013
Theta Chi Fraternity, International Headquarters 2005 - June 2011
Sand Hill Global Advisors August 2007 - January 2010
Linsco Private Ledger 2002 - 2004
Dreyfus 2000 - 2003
ING Funds (Pilgrim) 1996 - 2000
J & W Seligman & Co., Inc December 1990 - July 1996
Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets
Education
University of California, Santa Cruz 1984 — 1988
BA (Honors), Economics
El Camino High School 1980 — 1984
High School Diploma
Voya Financial August 2014 - Present
ING Insurance / Investment Management June 1997 - Present
ING 1997 - 2010
Dreyfus/Mellon 1990 - 1997
Dreyfus 1990 - 1997
Skills
Risk Management, Business Requirements, Pensions, 401k, Retirement, OMNIPLUS, SIP, OmniPlus
Education
University at Albany, SUNY 1981 — 1985
B.S., MATHEMATICS AND COMPUTER SCIENCE
Louis Dreyfus Highbridge Energy May 2008 - May 2011
Sheffield Asset Management September 2006 - March 2008
Dreyfus September 2003 - September 2005
Catequil Asset Management (predecessor to Touradji Capital) May 2001 - May 2003
Skills
Equities, Portfolio Management, Commodity, Financial Modeling, Valuation, Hedge Funds, Asset Management, Alternative Investments, Management, Mutual Funds
Education
University of Chicago Graduate School of Business 1994 — 1996
MBA, Finance and Accounting
Fordham University School of Law 1988 — 1991
JD
University of Pennsylvania 1983 — 1987
BS, ECONOMICS
NRHS
Overland Park Wealth Management January 2014 - Present
CONCERT Wealth Management, Inc. August 2013 - September 2014
Etesian Wealth Advisors, LLC November 2012 - July 2013
Merrill Lynch April 2010 - November 2012
Dreyfus April 2008 - April 2010
Merrill Lynch 2006 - 2007
Skills
Interpersonal Leadership, Interpersonal..., Reading Comprehension, Written Communication, Data Analysis, Research, Interpersonal..., Analysis, Synthesizing, Pattern Recognition, Public Speaking, Asset Allocation, Retirement Planning, Investments, SharePoint, Microsoft Office, Microsoft Excel, Investment Management, Strategic Financial..., Portfolio Management, Wealth Management..., Asset Management, Strategic Planning, Investment Advisory, Fixed Income, Financial Planning, Financial Services, Wealth Management, New Business Development, Computer Proficiency
Education
University of Denver - Josef Korbel School of International Studies 2007 — 2007
International Relations and National Security Studies, 3.8
International Language Institute - Cairo 2007 — 2007
Language School, Modern Standard Arabic, Egyptian Colloquial Arabic
Whitworth University 2000 — 2004
Bachelor's Degree, Philosophy and Religious Studies, 3.5
Blue Valley North High School
North Star Partners, L.P. October 2011 - April 2014
The Boston Company July 2005 - April 2010
Dreyfus November 2002 - July 2005
Skills
Investments, Value Investing, Equities, Portfolio Management, Mutual Funds, Equity Research, Alternative Investments, Trading, Asset Allocation, Fixed Income, Investment Management, Asset Management, Hedge Funds
Education
The Wharton School, University of Pennsylvania 1984 — 1986
MBA, Finance
Verizon November 2000 - April 2014
Dreyfus December 1999 - November 2000
Argenbright Security Services January 1995 - December 1999
Skills
University Teaching, Analysis, Data Analysis, Leadership Development, Research, Marketing, Project Planning, Management, Security, Program Management, Leadership, Nonprofits, Public Speaking, Fundraising, Strategic Planning
Education
Brookhaven National Laboratory 1990 — 1992
Post Doctorate, Molecular Genetics
University of Southern Mississippi 1977 — 1981
Doctor of Philosophy (Ph.D.), Microbiology, General
Great Bay Wealth Management LLC January 2014 - Present
ING Investment Management January 2011 - July 2013
Dreyfus April 1997 - January 2010
Skills
Financial Advisory, Mutual Funds, Series 7, Series 63, Asset Allocation, Alternative Investments, Asset Management, Securities, Separately Managed..., Wealth Management, Fixed Income, Equities, Sales, Hedge Funds
Education
The University of Texas at Austin 1976 — 1978
BA, Government
University of Oklahoma 1973 — 1975
Political Science
Uber July 2015 - Present
Pitzi June 2014 - August 2014
BNY Mellon March 2011 - February 2013
Dreyfus February 2009 - March 2011
Dreyfus October 2007 - February 2009
Skills
Equities, Bloomberg, Investments, Fixed Income, CRM Databases, Salesforce.com
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial Management; Marketing
Trinity College-Hartford 2003 — 2007
Bachelors, Economics
Hong Kong Association of New York May 2015 - Present
Consulting Resources NY January 1997 - Present
Tourette Syndrome Association September 2014 - May 2015
Business Center for New Americans (microlender) June 2010 - May 2015
Purple Genie, Inc. November 2012 - September 2013
Professionals for Nonprofits December 2010 - May 2011
ACCION USA February 2010 - June 2010
SchoolNet March 2008 - July 2008
UBS September 2007 - January 2008
Dreyfus September 1998 - August 2001
Skills
Content Development, Social Media Marketing, Social Media, Marketing Strategy, Project Management, Business Strategy, Microfinance, Financial Planners, Blogging, Strategic Planning, Non-profits, Marketing Communications, Marketing, New Business Development, French, Spanish, Mutual Funds, Financial Services...
Education
Inspiring Capital
Returnship Program Spring 2015 Inaugural Class, Social Impact
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
University of Michigan 1980 — 1982
BA, Economics
Interlochen Arts Academy 1975 — 1978
HS Diploma - Music Major, Clarinet
T. Rowe Price October 2008 - Present
High Point Consulting & Staffing March 2005 - Present
T. Rowe Price October 2005 - February 2008
MK Consulting October 1996 - March 2005
T Rowe Price October 1996 - June 2000
PwC Consulting January 1995 - October 1996
PwC Consulting June 1993 - December 1994
Dreyfus December 1992 - June 1993
T. Rowe Price December 1991 - December 1992
T. Rowe Price January 1991 - November 1991
Skills
Requirements Analysis, SDLC, 401k, Business Analysis, Process Engineering, Process Improvement, Excel, Retirement, Benefits Administration, Employee Benefits, Analysis, Change Management, OmniPlus, OmniScript, OmniStation, OMNI, Requirements Gathering, Business Requirements, Data Conversion, Microsoft Excel, Business Process, Program Management, DB2, Software Documentation, Finance, SQL, Testing, User Acceptance Testing, Financial Services, CRM, Training, Management Consulting
Education
University of Maryland College Park 1983 — 1987
BGS, Business, Mathematics
Rainbow International King of Prussia January 2013 - Present
Andrews & Company LLC. January 2001 - Present
Dreyfus June 1985 - August 1995
Skills
New Business Development, Financial Analysis, Managerial Finance, Government Contracting, Office Management, Management, Strategic Planning, Auditing, Accounting, Account Reconciliation, Fund Accounting, Budgets, Team Building, Small Business, Account Management, Contract Negotiation, Negotiation, Business Planning, Operations Management, Leadership
Education
Thiel College 1981 — 1985
BS, Accounting
The Spice House October 2012 - Present
Mediaplanet February 2012 - April 2012
NYSE Euronext May 2011 - November 2011
Dreyfus December 2008 - October 2010
Tri-Country Medical Associates May 2007 - August 2007
Content is King September 2006 - December 2006
Skills
Political Economy, Economics, International Relations, Political Science, Corporate Governance, Securities Regulation, Securities, Equities, Capital Markets, Asset Managment, Film Theory, Film Analysis, Philosophy, Marketing, Publishing, Research, Microsoft Office, Microsoft Excel, Data Analysis, Management, Leadership, Mergers & Acquisitions
Education
Tulane University 2004 — 2008
Bachelor of Arts, Political Economy, Economics, Film Studies
Institute of Economic and Political Studies, London 2006 — 2006
Ethics, Middle Eastern Political History, and Media, Society and Contemporary Culture
Walpole High 2000 — 2004
Merrill Corporation December 2013 - Present
PNC February 2013 - November 2013
Horatio Street Associates September 2005 - January 2013
MetLife August 2002 - August 2005
Prudential Investments 1998 - 2002
Smith Barney November 1997 - October 1998
Dreyfus January 1995 - November 1997
Mellon Bank February 1991 - January 1995
Skills
Strategy, Product Management, Mutual Funds, Portfolio Management, Financial Services, Securities, Retirement, Fixed Annuities, Business Strategy, Management, Leadership, Insurance, Product Development, Sales Management, Sales, Wealth Management, Investments, Retirement Planning, Asset Management, Asset Allocation, Alternative Investments, ETFs, 401k, Investment Advisory, Investment Management, Hedge Funds, Pensions, Separately Managed..., Management Consulting, Investment Strategies
Education
University of Pittsburgh 1988 — 1992
BS, Business
Parkland Wealth Management January 2015 - Present
Militello Capital January 2014 - November 2014
Smithfield Packing October 2012 - December 2013
PlaneReality.com January 2009 - December 2011
Dreyfus September 2006 - November 2008
Lord Abbett August 2005 - August 2006
Lord Abbett June 2002 - July 2005
Gallo Wine Company January 2000 - March 2002
Skills
Entrepreneurship, Technical Analysis, Private Equity, Hedge Funds, Financial Services, Sales Presentations, Stock Trading, Market Research, Due Diligence, Fundamental Analysis, Solution Selling, Leveraged Finance, Social Media, Presentation Development, ETFs, New Business Development, Consultative Selling, Group Presentations, Sales Prospecting, Relationship Development, Economics, Mutual Funds, Investments
Education
University of Miami 1995 — 1999
Bachelor of Business Administration, Management
Williston Northampton 1993 — 1995
EGHS
Guggenheim Investments, Inc November 2007 - Present
Dreyfus September 2005 - October 2007
Lord Abbett June 2003 - September 2005
Education
University of Notre Dame 1999 — 2003
BC High
Take-Two Interactive Software, Inc. September 2014 - Present
adidas October 2013 - April 2014
Dreyfus September 2007 - October 2013
AXA Advisors February 2005 - May 2007
Delaware Investments, a member of the Macquarie Group September 2004 - December 2004
Skills
Microsoft Office, Investments, Customer Service, Microsoft Excel, Asset Management, PowerPoint, Strategic Planning, Financial Analysis, Finance, Financial Modeling
Education
University of Florida 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
AssetMark February 2014 - Present
Janus Capital Group January 2007 - February 2014
Standard & Poor's January 2004 - December 2006
Dreyfus January 2001 - December 2004
JP Morgan Chase January 1996 - January 2001
Van Eck Global September 1991 - January 1996
Skills
Series 7, Series 63, Investments, Alternative Investments, Wealth Management, ETFs, Separately Managed..., Open Architecture, Practice Management, Business Continuity..., Succession Planning
Education
Trinity College-Hartford 1988 — 1991
BA, Economics
Northfield Mount Hermon 1985 — 1987
Private Secondary School
S&P Capital IQ May 2010 - Present
Dreyfus 2002 - 2009
Dreyfus 2001 - 2002
Ernest & Julio Gallo January 2001 - July 2001
Fayez Sarofim & Co. 1997 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Trading, Fixed Income, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Quantitative Analytics, Bonds, Asset Managment, Bloomberg, Investments, Strategic Financial..., Securities, Finance, Equities, Valuation, Capital Markets, Structured Finance, Financial Modeling, Hedge Funds, Financial Analysis, Due Diligence, Financial Markets, Derivatives, Credit, Asset Management
Education
The University of Texas at Austin 1996 — 2000
B.A., Economics
The University of Texas at Austin 1996 — 2000
Bachelor's Degree, Economics
Greendale Physical Therapy September 2015 - Present
Juice PLUS+ International franchise March 2014 - Present
MLS Designs January 2005 - Present
Fidelity Investments July 2001 - April 2005
Dreyfus April 1999 - July 2001
Moody's Investors Service January 1991 - April 1999
Skills
Newsletters, Graphics, Packaging, Magazines, Art, Books, Desktop Publishing, Business Cards, Copywriting, Editing, Social Media, Microsoft Office, Email Marketing, Marketing Communications, PowerPoint, Social Media Marketing, Microsoft Word, Event Planning, Customer Service, Microsoft Excel, Public Speaking, Fundraising
Education
State University of New York at Buffalo 1987 — 1991
Bachelor's degree, English Language and Literature, General
Peak Vista Community Health Centers September 2012 - Present
Xanterra Parks & Resorts January 2005 - September 2012
Xanterra Parks & Resorts March 2001 - January 2005
Northern Trust Retirement Consulting (acquired by Hewitt Associates) September 1999 - March 2001
Rau, Radseck & Co. January 1998 - September 1999
Alliance of Community Health Plans (ACHP) April 1995 - December 1997
Overlook Medical Center May 1992 - April 1995
Dreyfus August 1989 - May 1992
Skills
Human Resources, Benefits Administration, Labor Relations, Organizational..., Management, Strategic Planning, Employee Benefits, Program Management, Deferred Compensation, Recruiting, Training, New Hire Orientations, HRIS, Policy, Legal Compliance, Team Building, Employee Relations, Talent Acquisition, Employee Training, Microsoft Office, Onboarding, FMLA, Leadership Development, Succession Planning
Education
University of New Haven
MA, Industrial & Organizational Psychology
University of Wisconsin-Madison
BA, Psychology
Fidelity Investments September 2014 - Present
TD Ameritrade October 2010 - July 2014
TD Ameritrade September 2009 - November 2010
TD AMERITRADE January 2006 - November 2009
TD Waterhouse January 2000 - January 2006
Goldman Sachs December 1996 - January 2000
Dreyfus 1994 - 1996
Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
M.B.A., Marketing
University at Albany, SUNY 1981 — 1985
B.S., Business, Management Information Systems
TCW - Manager of the TCW, Met West, and the TCW Alternative Fund Families August 2015 - Present
Deutsche Asset and Wealth Management June 2014 - Present
Columbia Management August 2010 - June 2014
Smith Barney September 2003 - June 2010
SEI Investments March 1998 - September 2002
Dreyfus 1992 - 1996
Dreyfus 1992 - 1996
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
University of California, Irvine 1986 — 1990
B.A., Economics
Arthur Silk Photography March 1989 - Present
Dean Witter Reynolds October 1984 - October 1989
Dreyfus November 1982 - November 1984
Skills
Photography, Portrait Photography, Commercial Photography, Weddings, Fine Art Photography, Advertising, Photoshop, Fine Art, Magazines, Photos, Wedding Photography, Architectural..., Fashion, Journalism, Photo Shoots, Art, Portraits
Education
University of Northern Colorado 1978 — 1982
Bachelor of Science, Business
CORE 2015 - Present
Ubiqus Reporting, Inc. November 2013 - January 2015
Alvanon April 2013 - October 2013
Dreyfus June 2012 - May 2013
BR English July 2010 - July 2011
United States Census Bureau January 2010 - June 2010
The Altman Group September 2009 - December 2009
Skills
PowerPoint, Strategic Planning, Social Media, Microsoft Office, Public Speaking, Event Planning, Customer Service, Account Management, Marketing Communications, Microsoft Excel, Media Relations, Microsoft Word, Marketing Strategy, International Sales, Event Management, Public Relations, SAP, Distribution Network, Distribution Strategies, New Business Development, International Business, Education, Project Management, Project Planning, Project Coordination, Editing, Management, Sales
Education
The British Language Centre 2011 — 2012
CELTA, Certificate of English Language Teaching to Adults
University at Albany, SUNY 2005 — 2009
Bachelors, Communications
Forest Hills High School
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Franklin Templeton Investments April 2013 - Present
Franklin Templeton Investments June 1995 - April 2013
Dreyfus December 1993 - June 1995
MFS Investment Management February 1990 - December 1993
Skills
Public Speaking, Value add presentaions, Personal Development, Best Practices, Business Coaching, Practice Management, Client Retention..., Business Planning, Client Relations Skills, Sales Process, Motivational Speaking, Sales Presentations, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Wealth Management, Territory Optimization, Investments, Finance, Series 7, Investment Strategies
Education
University of Florida 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance and Banking
Guardian Life April 2015 - Present
Guardian Life July 2009 - April 2015
Lincoln Financial Group April 2006 - June 2009
Delaware Investments 2004 - April 2006
Delaware Investments 1997 - 2004
Ceridian 1995 - 1997
The Segal Company 1993 - 1995
Dreyfus 1991 - 1993
Skills
Asset Management, Retirement, Pensions, Customer Relations, Product Development, Staff Management, Building Relationships, Investments, Asset Managment, Leadership, Customer Service, New Business Development, Asset Allocation, Financial Services, CRM, Risk Management, Product Management, Series 63, Securities, Project Management, Sales, 401k, Series 7, Insurance, Employee Benefits, Defined Contribution, Retirement Planning, Investment Advisory, Wealth Management, Relationship Management, Mutual Funds, Defined Benefit, FINRA, Series 24
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BS), Economics
NBTHS 1980 — 1984
College/University Preparatory and Advanced High School/Secondary Diploma Program
MetLife November 2014 - Present
Morgan Stanley July 2011 - November 2014
Morgan Stanley March 2007 - July 2011
Ryan Beck & Co. April 2004 - March 2007
AXA Equitable August 2000 - April 2004
New York Life Insurance Company December 1999 - July 2000
Dreyfus July 1998 - November 1999
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Series 6, Wealth Management, Annuities, Sales Management, Team Building, Coaching, Retirement Income..., Public Speaking, Series 26
Education
University of Massachusetts, Amherst 1994 — 1998
Dorsey Asset Management January 2014 - Present
Teacher Retirement System of Texas August 2007 - January 2014
Dreyfus June 2004 - June 2005
Mellon Financial November 2001 - June 2004
Skills
Analysis, Investment Management, Corporate Finance, Equity Valuation, Derivatives, Emerging Markets, Risk Management, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Bloomberg Terminal, Economics, Pension Funds, Financial Risk, Business Strategy, Quantitative Analytics, Wealth Management, Business Analysis, Financial Reporting, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
Master of Business Administration (MBA), Investments and Securities
West Chester University of Pennsylvania 1996 — 2000
Bachelor of Science (BS), Accounting and Finance
Canon Solutions America May 2015 - Present
Canon USA May 2012 - May 2015
Microsoft January 2010 - January 2012
Microsoft November 2008 - January 2010
Microsoft August 2007 - November 2008
Microsoft July 2005 - August 2007
Dreyfus September 2003 - July 2005
Skills
Budgeting, Requirements Analysis, SharePoint, Vendor Management, Product Management, PMI, PMP, Initiating, Planning, Closing, Integration, Critical Chain Project..., Scope Management, Time Management, Cost, Quality, Quality Assurance, Quality Management, Communications..., Risk, Risk Management, Risk Assessment, Risk Analysis, Risk Analytics, Procurement, Project Planning, Budgets, Project Portfolio..., Program Management
Education
University of Phoenix
Bachelor, Business Management
University of Maryland College Park 1998 — 2000
Bachelor of Science (BS), International Business
AllianceBernstein July 2010 - Present
Legg Mason February 1999 - June 2010
Dreyfus March 1997 - January 1999
Skills
Inclusive Leadership, Collaborative Problem..., Distribution Strategies, Strategic Partnerships, Partner Development, Partner Management, Organizational..., Thought Leadership, Sales Effectiveness, Goal-driven leader, Goal Oriented, Goal-oriented..., Exceed Sales Goals, Mutual Funds, Hedge Funds, Separately Managed..., Strategic Vision, Visionary, Outcome focused, Commercial Focus, Solution Development
Education
Towson University 1992 — 1996
Bachelor of Science (BS), Finance, General
Charles Schwab April 2011 - Present
PLANCO May 2007 - December 2008
Wachovia Securities Financial Network 2003 - 2005
Dreyfus 2001 - 2003
Merrill Lynch Investment Managers 1999 - 2000
Smith Barney 1996 - 1999
Education
University of Miami 1988 — 2003
Bachelor of Science (BSc), Communications
Hollywood Hills High
The University of Texas at Austin
Bachelor of Science (BSc)
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
BNY Mellon Depositary Receipts August 2011 - Present
Dreyfus August 2008 - September 2011
BNY Mellon September 2004 - August 2008
Skills
Capital Markets, Investor Relations, Asset Managment
Education
Trinity College-Hartford 2000 — 2004
BA: English Literature
CLSA January 2013 - Present
Credit Agricole CIB July 2007 - May 2013
SetClear July 2007 - January 2012
Cogent Inc 1996 - 2007
The FINS Group May 1990 - October 1996
Ernst & Young 1988 - 1990
The Bank of New York 1982 - 1987
Dreyfus 1978 - 1981
Skills
Equities, Capital Markets, Derivatives, Securities, Trading, Fixed Income, Trading Systems, Electronic Trading, Settlement, Back Office, Risk Management, Business Analysis, Middle Office, Product Development, Financial Markets, Credit Derivatives, Investment Banking, Equity Derivatives, Hedge Funds, Financial Risk, Interest Rate..., Banking, Management, Bloomberg, FX Options, Market Data, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance, Computer Science
University of Missouri-Columbia 1971 — 1975
BS, Chemistry
First Eagle Investment Management January 2013 - Present
First Eagle Investment Management November 2006 - December 2012
Dreyfus October 2003 - October 2006
Skills
Series 7 and 63, Mutual Funds, Asset Managment, Investment Advisory, Leadership Development, Risk Management, Asset, Wealth Management, Portfolio Management, Leadership, FINRA, Asset Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
ST. JOHN'S UNIVERSITY, Peter J. Tobin College of Business 1996 — 2000
Bachelor of Science, Finance
Self-Employed December 2011 - Present
ePlan Services, Inc. April 2008 - November 2011
Level 3 Communications November 2007 - December 2007
Sun Microsystems October 2006 - November 2007
Comcast December 2000 - December 2003
SynXis May 1999 - July 2000
Cantor Fitzgerald December 1996 - March 1998
Dreyfus February 1996 - December 1996
NYNEX (now Verizon) March 1995 - January 1996
Skills
Unix, Solaris, Red Hat Linux, CentOS, Nagios, Perl, Shell Scripting, Sun, SAN, Clustering, Bash, Linux, Veritas Volume Manager, Data Center, Computer Hardware, Veritas, System Administration, DNS, NFS, LVM, RHEL, Virtualization, TCP/IP, Servers, RedHat, DHCP, NIS, LDAP, Active Directory, High Availability, Operating Systems, Sendmail, Cisco, Veritas Cluster Server, Firewalls, Windows Server, Storage Area Networks, Storage, Network Administration, Unix Shell Scripting, Cluster, Solaris Volume Manager, Solaris 8/9/10, Mac, NAS, Solaris Zones, Disaster Recovery, ZFS, Apache, HP
Education
University of Michigan 1990 — 1994
BS, Computer Engineering
Washtenaw Community College 1989 — 1990
University of California, Santa Cruz 1987 — 1988
Marshak Computer Solutions Corp. November 2009 - Present
WesTech Solutions, LLC October 2012 - May 2013
Micro-Point April 2011 - May 2013
International Rescue Committee September 2010 - April 2011
National Multiple Sclerosis Society April 2006 - November 2009
Computer Network Solutions April 2004 - April 2006
9278 Communicatons October 2002 - April 2004
Eagle Family Foods September 1998 - September 2001
Instinet 1996 - 1998
Dreyfus 1995 - 1996
Skills
Program Management, Strategic Planning, Vendor Management, Disaster Recovery, Non-profits, Active Directory, SharePoint, Project Management, Cloud Computing, IT Operations, Cisco Technologies, Security, Strategy, Microsoft Exchange, Leadership, Networking, Troubleshooting, VoIP, Data Center, Change Management, Integration, Virtualization, VPN, Servers, Telecommunications, Software Documentation, DNS, Network Security, Technical Support, Firewalls, Management, Infrastructure, Wireless, Information Technology, Operating Systems, Managed Services, IT Strategy, System Administration, Hyper-V, IT Management, Business Continuity, Analysis
Education
University of Massachusetts, Amherst 1988 — 1992
BA
A.D.A.M. Health 2014 - Present
Kota Global Securities 2012 - April 2013
Toussaint Capital Partners, LLC. 2011 - 2012
Saratoga Capital 2008 - 2010
Dreyfus 2007 - 2008
Sterne Agee & Leach, Inc. 2006 - 2007
Banc of America Securities, LLC. 2005 - 2006
Debt Traders, INC. 2003 - 2005
Bear Stearns Asset Management 1997 - 2002
Skills
Fixed Income, Investment Banking, Asset Management, Prime Brokerage, Debt, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Securities, Institutional, Series 63, Investments, Investor Relations, Strategic Planning, Complex Sales Process, Executive Presentations, Strategic Account..., Client Retention, Business Development, Prospect Research, Quantitative Analysis, Client Acquisition, Proposal Development, Project Management, New Markets Development, Product Expertise, Trading, Finance, Emerging Markets, Financial Services, Strategy
Education
The University of Connecticut
Master of Arts (M.A.), Education
The University of Connecticut
Bachelor of Arts (B.A.), Education
Westfield High School 1984 — 1987
Diploma
FinFolio, Inc. July 2015 - Present
Advent Software January 2012 - Present
Advent Software May 2001 - January 2012
SS&C Technologies December 2004 - January 2005
Techfi April 2000 - December 2001
Fiserv January 1999 - April 2000
Dreyfus June 1997 - January 1999
MetLife January 1995 - June 1997
Skills
Enterprise Software, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Development, Scrum, Integration, Testing, .NET, Agile Project Management, Cloud Computing, SOA, SaaS, Financial Accounting, Balsamiq, Product Management, Financial Services, CRM, Salesforce.com, Business Intelligence, Cross-functional Team...
Education
University of Colorado Boulder 1993 — 1996
APG Asset Management February 2013 - October 2013
APG Asset Management October 2011 - April 2012
Self September 2008 - October 2011
Paloma Partners, LLP/ SBZ Select Investments, LLC July 2006 - January 2008
Babson Capital Management May 2004 - July 2006
Babson Capital Management July 2001 - May 2004
PaineWebber April 1998 - July 1999
Paine Webber November 1995 - April 1998
Paine Webber January 1994 - November 1995
Dreyfus May 1991 - January 1994
Skills
Fixed Income, Capital Markets, Investments, Portfolio Management, Alternative Investments, Equities, Financial Modeling, Hedge Funds, Strategy, Private Equity, Financial Analysis, Risk Management, Asset Management, Valuation, Bonds, Emerging Markets, Capital Structure, Leveraged Finance, Mutual Funds, Credit, Finance, Leadership, Bloomberg, Analysis, Trading, Loans, Credit Analysis, Due Diligence
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Accounting, Finance
University at Buffalo 1986 — 1990
B.S., Accounting, Finance
H & H Consulting 1995 - Present
Collie Farm Herbs 2010 - 2011
Dreyfus 1992 - 1994
New England Financial October 1983 - September 1991
Delaware Lead Construction Co, INC 1972 - 1983
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Equities, Strategic Planning, Investment Advisory, Private Equity
Education
University of Delaware
B.S
James Alpha Management July 2014 - Present
Dreyfus June 2008 - April 2014
AllianceBernstein May 1995 - March 2008
Smith Barney May 1992 - April 1994
Skills
CIMA, Series 7, Series 63, Investments, Wealth Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Investment Strategies, Portfolio Management, Strategic Planning, Management Consulting, Analysis, Separately Managed..., Team Building, Public Speaking, Territory..., Practice Management, 529 Plans, Financial Advisory, Financial Services
Education
University of Pittsburgh 1988 — 1992
BA, Economics/Business
Exeter Township High School
UBS Global Asset Management July 2014 - Present
UBS Global Asset Management January 2005 - July 2014
Dreyfus September 2000 - January 2005
Education
University of Delaware 1996 — 1999
Bachelor of Arts (B.A.), Criminal Justice
SunGard AvantGard 2004 - Present
SunGard Treasury Systems 2000 - 2004
SBC March 1998 - March 2000
ICMS March 1994 - March 1998
ICMS International 1994 - 1998
Dreyfus 1991 - 1994
American Express 1988 - 1991
Skills
Treasury Management, Customer Relations, Consultative Selling, Contract Negotiation, Account Management, Salesforce.com, SaaS, Professional Services, SWIFT, Cash Management, Selling, Customer Service, Vendor Management, Enterprise Software, CRM, Payments, Business Analysis, Treasury, Product Management, Sales Process, SWIFT payments
Education
University of Scranton 1984 — 1988
Marketing
University of Scranton 1984 — 1988
Bachelor's degree, Marketing
South Side High School
South Side High School
South Side High School
Wells Fargo July 2013 - Present
Wells Fargo November 2011 - July 2013
Wells Fargo & Company May 2005 - October 2011
Franklin Templeton Investments 2002 - 2005
Dreyfus 2000 - 2002
Neuberger Berman 1998 - 2000
T. Rowe Price 1997 - 1998
T Rowe Price 1996 - 1997
Skills
Product Development, Product Strategy, Vendor Management, Marketing Strategy, Strategy Development, Competitive Analysis, Product Marketing, Pattern Recognition, Business Analysis, Business Case..., Analytics, Multi-channel Marketing, Marketing Communications, Marketing Management, Internet, Mobile, Marketing, Product Management, Strategy, Customer Acquisition, Mobile Devices, Cross-functional Team..., Strategic Partnerships
Education
JFK.
University of Maryland College Park
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo July 2008 - August 2015
The Vanguard Group November 1999 - July 2008
Dreyfus November 1994 - November 1997
Skills
Relationship Management, Investments, Financial Services, 401k, CRM, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Financial Analysis, Process Improvement, Wealth Management, Series 7, Presentation Skills
Education
University of Pittsburgh 1987 — 1992
Bachelor's degree, Economics
Deutsche Bank July 2013 - Present
Invesco Ltd. June 2010 - June 2013
Morgan Stanley Investment Management January 2005 - May 2010
Dreyfus March 1997 - December 2004
Oppenheimer Capital August 1994 - February 1997
Skills
Product Marketing, Series 7, Marketing Strategy, Series 63, Direct Mail, Product Management
Education
University at Albany, SUNY 1990 — 1994
BS, Magna Cum Laude, Business Administration – Finance/Marketing
TIAA-CREF June 2013 - Present
New York Life Insurance Company February 2011 - May 2013
Bear Stearns Asset Management February 2007 - November 2008
GE Asset Management January 2006 - February 2007
Dreyfus July 2000 - October 2005
Skills
Trade Compliance, Broker-Dealer Compliance, Investment Advisory..., FINRA, Series 7, Hedge Funds, Securities, Alternative Investments, Trading, Asset Management, Equities, Mutual Funds
Education
University of Delaware 1996 — 2000
Economics, Economics
Publicis Groupe January 2005 - Present
Time Warner Inc. August 1998 - January 2005
The Macmanus Group August 1996 - August 1998
Dreyfus September 1992 - August 1996
Skills
Digital Strategy, Vendor Management, Interactive Marketing, Digital Media, Integrated Marketing, Sarbanes-Oxley Act, Digital Marketing, Mergers, Marketing Communications, Strategic Planning, Analytics, Social Media, Marketing Strategy, Outsourcing, Finance, Project Management, Business Development, Product Management, Program Management, Budgets, CRM, Strategy, IT Service Management, E-commerce
Education
University of Delaware
Dreyfus June 2006 - Present
PaineWebber 1982 - 2001
Skills
Series 7, Mutual Funds, Separately Managed..., Securities, Series 63, Alternative Investments, Series 65, Asset Allocation, Series 6, Series 24, FINRA, ETFs, Wealth Management, Variable Annuities, Uniform Combined State..., Fixed Income
Education
University of Bridgeport 1973 — 1977
Bachelor of Arts (B.A.), History
Cornerstone Macro LP May 2013 - Present
ISI Group May 2005 - May 2013
ISI Funds May 1996 - January 2005
Dreyfus October 1989 - September 1996
Skills
Investments, Hedge Funds, Asset Management, Portfolio Management, Asset, Economics, Financial Planning, Equities, Securities, Investment Strategies, Wealth Management, Fixed Income, Marketing Strategy, Banking, Asset Allocation, Brokerage, Research, Excel, Customer Relations, Series 7, series 63, Variable Annuities, life and health..., Fixed Annuities, Benefits Management, Equity Research, Microsoft Excel, Strategy
Education
University of Maryland College Park 1984 — 1988
Bachelor of Arts, Economics
API Funds May 2014 - Present
Dreyfus May 2009 - April 2014
Principal Funds March 2007 - May 2009
Enterprise Fund Distributors 2003 - 2007
CUNA Mutual Group 2001 - 2002
AIM Investments January 1997 - 2001
Skills
Sales, Selling, Series 65, Series 63, Series 7, Strategic Planning, Wealth Management, Mutual Funds, Marketing, Investments, Alternative Investments
Education
University of Houston
Bachelor of Science (B.S.), Economics
Environmental Energy Services, Inc. June 2007 - Present
Merrill Lynch Asset Management January 1984 - December 1991
Dreyfus August 1981 - January 1984
Skills
Financial Reporting, Microsoft Word, Account Management, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Insurance, Team Building, Budgets, Management, Due Diligence, Program Management, Investments, Portfolio Management, Leadership, Financial Planning
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
Lazard Alternative Investments October 2008 - Present
McMahan Securities March 2003 - September 2008
Clinton Group May 1999 - February 2003
Dreyfus 1998 - 1999
Education
The University of Connecticut School of Business
MBA, Finance
Dreyfus Senior Vice PresidentDreyfus Investments2006 - Present
Education
University of California, Berkeley 1980 — 1983
Economics
Jennison Associates LLC June 2014 - Present
Dreyfus September 2013 - June 2014
PineBridge Investments 2004 - 2013
Data Research Group August 2002 - August 2004
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Asset Management, Asset Managment, Financial Services, Investment Management, Alternative Investments, Fund Of Funds, Investments, Institutional..., Investor Relations, Mutual Funds, Asset Allocation, Emerging Markets, Investment Strategies, Bloomberg, Bonds
Education
Touro College 1998 — 2001
Bachelor of Science, Finance
Dreyfus
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Series 26, Portfolio Management, Alternative Investments, Marketing Communications, Securities, Financial Services, Asset Management, Investments, Asset Allocation, Equities, Hedge Funds, Wealth Management, Copywriting
Education
University of New Hampshire 1982 — 1986
Bachelor of Arts
Citi Personal Banker IICitiAugust 2013 - Present
Capital One October 2010 - June 2012
Chase December 2004 - October 2010
Dreyfus 1987 - 2003
Skills
Banking, Managing People, Retail Banking, Small Business Lending, Coaching Staff, Telephone Call Center, Investments
Education
University at Albany, SUNY 1982 — 1986
B.S., Math, Business
Prudential Investments April 2008 - Present
Dreyfus May 2005 - April 2008
Nationwide Insurance April 2004 - April 2005
Federated Investors January 2001 - March 2004
Putnam Investments 1997 - 2000
Skills
Asset Allocation, Series 63, Series 7, Asset Management, Mutual Funds, Alternative Investments, Investments, 401k, Equities, Financial Services, Fixed Income, Securities, Wealth Management
Education
Holyoke High School
University of Massachusetts, Amherst
Neo Group Sr Project Manager- Mutual FundsJPMorgan Chase1994 - 2012
Dreyfus 1992 - 1994
Skills
SDLC, Business Analysis, Mutual Funds, Vendor Management, Wealth Management, Analysis, Banking, Financial Services, Management Consulting, Risk Management, Strategy
Education
University of Rhode Island 1986 — 1990
Minor, Gerontology- Dimentia & Aging
University of Rhode Island 1986 — 1990
Bachelor of Science (BS), Audiology/Audiologist and Speech-Language Pathology/Pathologist