Dreyfus Service Corporation
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Dreyfus Service Corporation Employees
TIAA-CREF July 2005 - Present
General Motors Asset Management September 1999 - July 2005
J.P. Morgan Asset Management August 1994 - September 1999
Dreyfus Service Corporation July 1991 - August 1994
Skills
Asset Managment, Portfolio Management, Investments, Investment Management, Team Building, Retirement, Pensions, Alternative Investments, Fixed Income, Mutual Funds, Equities, Asset Allocation, Due Diligence, Wealth Management, Financial Analysis, Investment Strategies, Business Strategy, Asset Management, Series 63, Product Management, Vendor Management, Financial Services, Securities, Business Development, Insurance, Relationship Management, Series 6, Management
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Finance
William Paterson University of New Jersey 1988 — 1991
BA, Business Administration
Paramus Catholic High School 1981 — 1985
HS
THOMAS S. BROWN ASSOCIATES, INC. September 1999 - January 2015
Dreyfus Service Corporation July 1998 - September 1999
Skills
Servers, Active Directory, Microsoft Exchange, VPN, Troubleshooting, Technical Support, Firewalls, Operating Systems, Network Administration, Networking, TCP/IP, Printers, IT Management, Information Technology, System Administration, Cloud Computing, Citrix, IT Operations, Sales, Cisco Technologies, Integration, Disaster Recovery
Education
Briarcliffe College
Associate's Degree, Computer Science and Networking
City University of New York-Brooklyn College
Art Major
Publishers Clearing House November 2014 - Present
1800flowers.com October 2012 - November 2014
Freeport Collision January 2009 - October 2012
Dreyfus Service Corporation May 2008 - November 2008
The Hain Celestial Group May 2004 - August 2005
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Internet, HTML, Microsoft Office, Client Representation, Phone Manner
Education
SUNY Albany 2003 — 2007
Bachelor's degree, Business Administration and Management, General
First Citizens Bank and Trust Co Inc August 2009 - Present
Citi September 2003 - August 2009
Citigroup-Citibank NA August 2002 - September 2003
First Union National Bank March 2000 - September 2001
Seligman Data Corp November 1997 - March 2000
Dreyfus Service Corporation October 1996 - November 1997
Gruntal and Co. Incorporated September 1994 - February 1995
Skills
Default Operations, Operational Risk..., Debt Recovery, Collections, Assets Recovery, Repos, Foreclosures, Foreclosure Prevention, Loss Mitigation, Loss Forecasting, HAMP, Fannie Mae, Freddie Mac, Loss Analysis, Risk Mitigation, Dialers, CGI, Aspect, IVR, fiserv, Credit Cards, mortgage collections, Risk Management, Forecasting, Debt Settlement, Analysis
Education
University at Buffalo 1990 — 1994
Bachelor of Arts, Economics
Local Search Heroes October 2009 - Present
Dreyfus Service Corporation April 1993 - September 2005
Skills
Basecamp, SAP, Financial Modeling, Sales Management, Process Improvement, Business Analysis, Pricing, Cross-functional Team..., Management, Business Intelligence, Team Management
Education
Adelphi University
Syracuse University
Garrett-Evangelical Theological Seminary 2008 - Present
Workgroup on Constructive Theology 2007 - Present
Garrett-Evangelical Theological Seminary August 2013 - December 2013
FTE 2011 - 2011
Lutheran Theological Seminary at Philadelphia July 2005 - June 2008
Louisville Presbyterian Theological Seminary June 1999 - June 2005
Hartford Black History Project May 1995 - June 1997
Dreyfus Service Corporation 1981 - 1983
Skills
Program Management, Workshop Leader, Teaching/mentoring, Grant Writing, Feature Writing, Constructive Theology, African-American Studies, Theology, Leadership Development, Teaching, Leadership, Program Development, Pastoral Care, Community Outreach, Public Speaking, History, Preaching, Non-profits, Fundraising, Pastoral Counseling, Religion, Editing, Curriculum Design, Feature Articles, Religious Studies, Church Events, Volunteer Management, Discipleship, Liturgy, Youth Ministry, Biblical Studies, Social Justice, Nonprofits
Education
Yale University 1993 — 2000
Ph.D., Theology and African-American Studies
Yale Divinity School 1989 — 1993
Master of Divinity (MDiv), Theology/Theological Studies, summa cum laude
Charter Oak State College 1986 — 1989
Bachelor of Science (B.S.), Political Science and Government
Red Ladder, Inc. September 2002 - Present
Financial Women International September 2007 - July 2008
Financial Women International July 2001 - September 2002
US Bank May 1999 - June 2001
Wells Fargo November 1993 - May 1999
The Chase Manhattan Bank April 1992 - November 1993
Dreyfus Service Corporation December 1988 - April 1992
Skills
Team Building, Strategy, Leadership, Executive Coaching, MBTI, Program Management, Coaching, Leadership Development, Career Development, Mentoring, Executive Development, Strategic Planning, Organizational..., Business Development, Management, Nonprofits, Marketing, Process Improvement, Public Speaking, Workshop Facilitation, Personal Development, Small Business, Fundraising, Budgets, Sales, Entrepreneurship, Time Management, Advertising, Emotional Intelligence, Business Coaching, Management Consulting
Education
Saint Mary's University of Minnesota 2001 — 2005
MA, Human Development
Adelphi University 1989 — 1992
MBA, Business Administration, Concentration in Marketing
Adelphi University 1983 — 1987
BBA, Management, Concentration in Finance
West Babylon Senior High School
OppenheimerFunds September 1999 - Present
Rochdale Investment Management December 1995 - September 1999
Oppenheimer Capital / Quest for Value Funds August 1994 - November 1995
Dreyfus Service Corporation October 1992 - August 1994
Skills
Mutual Funds, Separately Managed..., Product Development, Asset Management, Investments, Wholesaling, 529 Plans, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 24, Financial Services, Investment Management, Portfolio Management, Equities, Asset Managment, Fixed Income
Education
Adelphi University 1992 — 1994
MBA, Corporate Finance & Investments
University at Albany, SUNY 1986 — 1990
B.S., Business Administration / Finance
Integrity Investments, Inc. December 2012 - Present
Mercury Dynamics, Inc. February 2011 - Present
Dreyfus/BNY Mellon Cash Investment Services January 2009 - November 2010
Dreyfus Service Corporation January 1994 - December 2008
Dreyfus Service Corporation January 1999 - December 2000
Funds Distributor, Inc./The Laurel Funds 1993 - 1994
Russell Funds Distributors, Inc./The Laurel Funds 1988 - 1993
Skills
Mutual Funds
Education
Community College of Allegheny County 1985 — 1988
Associates, Science in Business Management
Amazon June 2015 - Present
Broadridge Financial Solutions May 2010 - May 2015
Broadridge Financial Solutions January 2007 - May 2010
Broadridge Financial Solutions January 2006 - January 2007
ADP January 2004 - January 2006
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2003
Seligman Data Corporation January 1997 - January 2000
Dreyfus Service Corporation January 1995 - October 1997
Skills
ISO, Six Sigma, Cycle Counting, Department Budget..., Staff Management, Procurement, Requirements Analysis, Documentation, Production, Forecasting, Project Management, Equities, Financial Services, Vendor Management, Management, Process Improvement
Education
Dowling College 2007 — 2011
MASTERS OF BUSINESS ADMINISTRATION, BUSINESS LEADERSHIP AND MANAGEMENT, 4.0
Pace University 1990 — 1994
BACHELORS, BUSINESS ADMINISTRATION
WESTMED Practice Partners November 2013 - Present
WESTMED Practice Partners September 2011 - October 2013
St. John's University January 2008 - August 2011
New York Life Insurance Company January 1999 - May 2007
New York Life Insurance Company January 1999 - January 2001
DREYFUS SERVICE CORPORATION January 1997 - January 1999
DREYFUS SERVICE CORPORATION January 1995 - January 1997
Skills
Training, Employee Training, Project Management, Leadership, Management, Customer Service, Quality Assurance, Call Centers, Microsoft Office, Change Management, Budgets, Staff Development, Team Building, Operations Management, Analysis, Public Speaking, Healthcare, Process Improvement, Outlook, Microsoft Excel, Healthcare Management, Human Resources, Microsoft Word
Education
Stony Brook University 1980 — 1983
B.A, Liberal Arts
CipherCloud September 2014 - Present
Axway January 2011 - September 2014
Axway September 2008 - January 2011
Tumbleweed Communications Corp. October 2000 - September 2008
Mphasis May 2003 - August 2004
Chase Manhattan Bank May 1993 - October 2000
Dreyfus Service Corporation April 1987 - May 1993
Skills
Enterprise Software, Cross-functional Team..., System Deployment, Leadership, Professional Services, SDLC, Agile Methodologies, Integration, Requirements Analysis, Product Management, Outsourcing, Team Management, Business Intelligence, Requirements Gathering, Software Documentation, Salesforce.com, Management, Executive Management, Business Development, CRM, Software Project..., Start-ups, Business Analysis, Agile Project Management, ITIL, PMP, Project Management, Security, Governance, Project Portfolio..., Scrum, Resource Management, Process Improvement, Program Management, IT Strategy, Consulting, Pre-sales, Enterprise Architecture, IT Management, Vendor Management, IT Service Management, Business Process, Solution Selling, Contract Negotiation, Sales, E-commerce, Product Development, Strategy, Solution Architecture, SOA
Education
Binghamton University - School of Management 1981 — 1986
Bachelor of Science (B.S.), Business Management and Philosophy
Capital Research and Management Company August 2004 - Present
Capital Guardian Trust Company February 1996 - August 2004
US Securities and Exchange Commission March 1991 - February 1996
Dreyfus Service Corporation November 1987 - February 1991
Skills
Securities, Mutual Funds, Asset Managment, Investments, Investment Advisory, Equities, Fixed Income, Corporate Governance, Securities Regulation, Investment Company Act, Risk Management, Asset Management, Compliance, Valuation, Trading, Investment Management, Alternative Investments
Education
University of California, Irvine 1985 — 1987
BA, Economics
The Ohio State University 1984 — 1985
HSBC Global Asset Management (USA), Inc. June 2015 - Present
UBS Wealth Management January 2011 - June 2015
Credit-Suisse June 2008 - February 2009
JPMorgan October 2006 - June 2008
US Trust April 2004 - October 2006
US Trust January 1996 - October 2006
Dreyfus Service Corporation May 1994 - January 1996
Skills
Equities, Hedge Funds, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence, Mutual Funds, Securities, Asset Allocation, Venture Capital, Fund Of Funds, Finance, Alternative Investments, Investment Management, Bloomberg, Series 7, Series 63, Structured Products, Investor Relations, Asset Management, Wealth Management, Fund Accounting, Financial Services, Wealth Management..., Trading, Capital Markets, Fund Administration, High Net Worth..., Funding, Investment Advisory, Private Banking, Financial Advisory, Corporate Finance, Relationship Management, Wealth, Financial Markets, Separately Managed..., FINRA
Education
London School of Economics and Political Science 1999 — 2000
NA, Monetary banking policy
St. John's University 1998 — 2000
MBA, Finance
St. John's University 1990 — 1994
BS, Finance
Ascensus College Savings (formerly Upromise Investments, Inc.) April 2007 - Present
Barnum Financial Group, an office of MetLife July 2004 - April 2007
Prudential (formerly American Skandia) June 2000 - May 2004
Arcade Building Services February 1999 - June 2000
Dreyfus Service Corporation February 1997 - February 1999
Neuberger Berman June 1993 - February 1997
Skills
FINRA Series 7, 63, 65..., CSPN Operations..., CSF (College Savings..., Presented on 529 for..., President, National..., Girl Scout Leader, Strategic Financial..., Investments, Marketing, College, Mutual Funds, Financial Services, Series 7, Asset Allocation, Interactive Advertising, Channel, Equities, Leadership, Strategy, Business Development, CRM, Direct Marketing, Business Planning, Product Marketing, Marketing Strategy, Account Management, Program Management, New Business Development, Sales, Analysis, Portfolio Management, Insurance, Relationship Management, Management, Business Strategy, Series 63, Retirement, Contract Negotiation, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1996 — 2003
MBA, Marketing
Manhattanville College 1987 — 1991
BA, Management
St. Clair's Oxford 1988 — 1989
English and Art History
University of Oxford 1988 — 1989
Jonathan Law HS 1984 — 1987
HS
IBM July 2011 - Present
IBM June 2004 - July 2011
Candle Corporation 1999 - 2004
Hitachi Data Systems November 1996 - June 1999
Citicorp Data Systems June 1995 - November 1997
Dreyfus Service Corporation December 1990 - June 1995
NASA Goddard Institute for Space Studies June 1989 - December 1990
Skills
Tivoli, z/OS, MVS, Mainframe, Middleware, Systems Management, CICS, DB2, Omegamon, JCL, Pre-sales, IT Service Management, Virtualization, Cloud Computing, Data Center, Solution Architecture, IBM Mainframe, Capacity Planning, ITIL, Architecture, Performance Tuning, Linux, Operating Systems, System Administration, TSO, Requirements Analysis, Databases, Unix, Websphere, WebSphere Message Broker, WebSphere Application..., z/VM, Netcool, Enterprise Architecture, IBM Tivoli, Disaster Recovery, zSeries, REXX, AIX, Architectures
Education
City University of New York-College of Staten Island 1985 — 1989
B.S., Compter Science
Dowd Financial Group LLC May 2008 - Present
Bank of America June 2005 - May 2008
Quick and Reilly/ Fleet Bank January 2001 - June 2005
Fidelity Investments January 2000 - January 2001
Dreyfus Service Corporation January 1995 - January 2000
Rich Financial Services August 1994 - January 1995
Stratton Oakmont January 1994 - August 1994
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Accounting, Negotiation
Education
Kaplan University 2011 — 2012
Bachelor's Degree, Business Administration and Management, General, 4.0 Summa Cum Laude
SUNY Farmingdale 1988 — 1990
Associate's Degree, Electrical Engineering
Wachovia December 2000 - Present
First Union National Bank / Wachovia October 1999 - December 2000
ABN AMRO August 1996 - September 1999
ComputerAge February 1996 - August 1996
State Bank of Long Island May 1994 - January 1996
Dreyfus Service Corporation March 1992 - April 1994
Long Island University January 1991 - September 1993
Skills
Windows Server, Novell, Servers, Novell Netware, Documentation, Problem Solving, Active Directory, Hardware, Perl, Engineering, Troubleshooting, Linux, Windows, Microsoft Office, Software Documentation, Networking, System Deployment, OS X, Security, Technical Support, Disaster Recovery, Data Center
Education
LIU Post 1989 — 1993
B.S., Management and Marketing
TIAA-CREF August 2004 - Present
Bank of America December 1994 - August 2004
Dean Witter InterCapital August 1990 - December 1994
Dreyfus Service Corporation November 1988 - August 1990
Skills
Direct Marketing, Marketing Communications, Financial Services, Marketing Strategy, Relationship Management, Series 7, Mutual Funds, Strategic Planning, Analytics, Integrated Marketing, Investments, Marketing Management
Education
State University of New York College at Buffalo
Bachelor of Science (BS), Design
Voya Financial September 2014 - Present
ING Financial Partners November 1996 - September 2014
Dreyfus Service Corporation January 1990 - November 1996
Principal Financial Group August 1988 - January 1989
Skills
Series 7, Financial Services, Mutual Funds, Retirement Planning, Series 63, Sales, Retirement, Investments, Fixed Annuities, Securities, Wealth Management, Finance, Strategic Financial..., Investment Advisory, Risk Management, Asset Management, Strategic Planning, 401k, Asset Allocation, Series 6
Education
St. Ambrose University 1986 — 1988
MBA, Business
University of Iowa 1982 — 1986
BBA, Marketing
Wolters Kluwer US May 2008 - Present
Dreyfus Service Corporation April 1992 - May 2007
Skills
Business Strategy, PMP, Risk Management, Banking, Trading Systems, Finance, Process Improvement, Asset Managment, Business Process
Education
New York Institute of Technology-Old Westbury 1985 — 1987
BS, Finance
Suffolk County Community College 1983 — 1985
Associates, Business
New York University - Stern School of Business February 2008 - Present
American Express November 2002 - December 2005
American Express August 1999 - November 2002
The Bank of New York January 1997 - August 1999
Dreyfus Service Corporation 1992 - 1994
Dreyfus Corporation 1992 - 1994
Skills
Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance and International Business
Saint John's University 1988 — 1992
BS, Computer Science
Sacred Heart Academy
St Boniface School
JPMorgan Chase Bank November 2007 - Present
The Bank of New York Mellon Corporation August 2004 - November 2007
Citibank, N.A December 2000 - August 2004
Dreyfus Service Corporation July 1996 - December 2000
Skills
Operations Management, Risk Management, Project Management, 401k, Client Servicing, Relationship Management, Banking, Retirement, Client Liaison, Customer Focus, Client First, Cash Management, Foreign Exchange, Local Markets, Financial Services, CRM, Securities
Education
Hofstra University 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Old Westbury 1994 — 1995
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
RIA IN A BOX January 2011 - Present
TD Ameritrade institutional May 2007 - February 2009
Dreyfus Service Corporation May 1999 - May 2007
Skills
New Business Development, CRM, Mutual Funds, Business Development, Management, Series 63, Investments, Series 7, Sales, Risk Management, Insurance, Sales Operations, Finance, Mergers & Acquisitions
Education
Hofstra University 1994 — 1996
B.A., Communications
Design Builders & Remodeling, Inc September 2007 - Present
Home Builders Network, LLC May 1999 - September 2007
DeGeorge Home Alliance FKA Miles Homes October 1996 - April 1999
Dreyfus Service Corporation May 1994 - September 1996
Skills
Sales Management, Team Building, Coaching, B2B, New Business Development, Residential Homes, Selling, Strategic Planning, Real Estate, Budgets, Negotiation, Sales, Small Business, Product Development, Business Strategy, Customer Service, Business Process..., Marketing Strategy
Education
Fordham University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Management and Operations
Archbishop Molloy HIgh School 1980 — 1984
Regents Diploma
Charles Schwab & Co., Inc. November 2014 - Present
Schwab Advisor Services March 2007 - Present
Charles Schwab & Co., Inc. October 1998 - March 2007
Charles Schwab & Co., Inc. November 1996 - October 1998
Charles Schwab & Co., Inc. November 1995 - October 1996
Dreyfus Service Corporation September 1993 - September 1995
Skills
Fluent in the Czech..., Series 7, Sales, Wealth Management, Mutual Funds, Investments, Relationship Management, 401k, Retirement Planning, Series 63, Investment Advisory, Business Planning, FINRA, Asset Allocation, Securities, Portfolio Management, Financial Services
Education
Fordham University 1987 — 1991
Bachelor of Science (BS), Finance, General
Appcelerate - part of the Ampito Group September 2015 - Present
Gartner January 2014 - August 2015
CIBC World Markets/Oppenheimer & Co. 1996 - December 2013
AIG January 1995 - November 1996
Dean Witter Intercapital September 1993 - January 1995
Dreyfus Service Corporation July 1990 - September 1993
Skills
Hedge Funds, Equity Trading, FINRA, Trading
Education
Binghamton University 1986 — 1990
BS, Management/Finance
Deutsche Asset & Wealth Management January 2008 - Present
OppenheimerFunds May 1994 - January 2008
Dreyfus Service Corporation June 1993 - May 1994
Education
Emory University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
Independence Home Care March 2014 - Present
Battenkill Capital Management, Inc. April 2011 - February 2013
Datek Online February 2000 - October 2001
Dreyfus Service Corporation January 1997 - April 2000
Harris Bank January 1995 - March 1997
LaSalle National Trust January 1994 - January 1995
SEI Corporation June 1990 - August 1994
Skills
Marketing Communications, Product Marketing, Marketing, Sales Management, Project Management, Digital Marketing, Marketing Strategy, Lead Generation, Event Planning, Financial Services, Strategic Communications, New Business Development, Strategic Planning
Education
Northeastern University
BS, Communications Marketing
New York Life Insurance Company January 2009 - Present
TIAA-CREF January 1995 - December 2008
Dreyfus Service Corporation May 1989 - December 1994
Skills
Wealth Management, Financial Advisory
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Dreyfus January 2006 - Present
Dreyfus Service Corporation May 1998 - December 2005
Dreyfus January 1997 - May 1998
Skills
Call Center, Mutual Funds, Series 7, Series 63, Series 6, Securities
Education
Hofstra University 1995 — 1998
MBA, Banking & Finance
Hofstra University 1987 — 1991
BBA, Management
West Hempstead High School 1983 — 1987
Baruch College January 2014 - Present
Aflac May 2011 - December 2013
GFI Group January 2011 - January 2011
ITG Inc March 2005 - December 2009
FINRA September 1999 - March 2005
Dreyfus Service Corporation May 1997 - September 1999
Skills
Compliance, Insurance, Health Insurance, Employee Benefits, Supplemental Insurance, Analysis, Mutual Funds, FINRA, Customer Service, Risk Management, Financial Services, Investments
Education
City University of New York-Baruch College 2014 — 2016
Master of Business Administration (M.B.A.)
New York University 2002 — 2005
M.A., Economics
State University of New York at Binghamton 1992 — 1996
B.A., Economics
United Way of Long Island November 1992 - Present
Dreyfus Service Corporation 1989 - 1992
Pricewaterhouse 1988 - 1988
Computer Associates (CA) - XECA 1980 - 1988
Skills
Microsoft Excel, Microsoft Office, Accounts Receivable, Finance, Investments, Cash Management
Education
SUNY Empire State College
SUNY Farmingdale, NY
B.S., Business
Dreyfus Brokerage Services, a division of MBSC Securities November 2007 - Present
J&W Seligman October 1996 - May 2006
Dreyfus Service Corporation October 1980 - January 1996
Education
Fordham University 1975 — 1979
BA, Communication Arts
Archbishop Molloy High School 1971 — 1975