E F Hutton
Industry: Brokerage firm
DescriptionEF Hutton is an American stock brokerage firm founded in 1904 by Edward Francis Hutton and his brother, Franklyn Laws Hutton. Later, it was led by well known Wall Street trader Gerald M. Loeb. Founded: 2012 Headquarters: Springfield, OH Founders: Edward Francis Hutton, Gerald M. Loeb, Franklyn Laws Hutton Key people: Gerald M. Loeb, Peter Ueberroth, Robert M. Fomon, Christopher Daniels
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E F Hutton Employees
Employee
Years
Job
Industry
Stephen Adamson Stephen Adamson's E F Hutton Experience September 1982 - June 1986
Job Founding Partner at Avante Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Avante Mezzanine Partners March 2009 - Present
Streamline Circuits September 2003 - Present
Celerity Partners July 1995 - Present
ABC Laboratories January 2003 - September 2015
PC Helps Support, LLC 2005 - 2011
Los Angeles Venture Association 2004 - 2008
KD Equities March 1989 - March 1992
Integrated Resources June 1988 - March 1989
Shearson Lehman Brothers June 1986 - June 1988
E F Hutton September 1982 - June 1986
Skills
Mergers, Business Strategy, Corporate Finance, Executive Development, Venture Capital, Private Equity, Corporate Development, Start-ups, Investment Banking, Entrepreneurship, M&A experience, Private Placements, Turnaround Experience, Debt Restructuring, Early Stage Companies, Manufacturing, Mergers & Acquisitions, Business Valuation, Due Diligence, Capital Raising, Investments, LBO, Portfolio Management, Capital, Leveraged Finance, Mezzanine, Angel Investing
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance
Stanford University 1975 — 1979
AB with Distinction, Economics
Avante Mezzanine Partners March 2009 - Present
Streamline Circuits September 2003 - Present
Celerity Partners July 1995 - Present
ABC Laboratories January 2003 - September 2015
PC Helps Support, LLC 2005 - 2011
Los Angeles Venture Association 2004 - 2008
KD Equities March 1989 - March 1992
Integrated Resources June 1988 - March 1989
Shearson Lehman Brothers June 1986 - June 1988
E F Hutton September 1982 - June 1986
Skills
Mergers, Business Strategy, Corporate Finance, Executive Development, Venture Capital, Private Equity, Corporate Development, Start-ups, Investment Banking, Entrepreneurship, M&A experience, Private Placements, Turnaround Experience, Debt Restructuring, Early Stage Companies, Manufacturing, Mergers & Acquisitions, Business Valuation, Due Diligence, Capital Raising, Investments, LBO, Portfolio Management, Capital, Leveraged Finance, Mezzanine, Angel Investing
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance
Stanford University 1975 — 1979
AB with Distinction, Economics
Mark Oberlin Mark Oberlin's E F Hutton Experience 1983 - 1987
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 1987 - Present
WOOD 1300 1985 - August 2015
E. F. Hutton 1983 - 1987
Union Bank and Trust 1980 - 1982
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Financial Advisory, 401k, Securities, Asset Allocation, Series 7, Series 63, Investment Advisory, Financial Analysis, Mutual Funds, Retirement, Portfolio Management, 401k Rollovers, Asset Managment, IRAs, Investment Strategies
Education
Ferris State University 1979 — 1980
Bachelors, Business Administration
Grand Rapids Community College 1976 — 1978
Associates, Arts
Raymond James 1987 - Present
WOOD 1300 1985 - August 2015
E. F. Hutton 1983 - 1987
Union Bank and Trust 1980 - 1982
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Estate Planning, Financial Advisory, 401k, Securities, Asset Allocation, Series 7, Series 63, Investment Advisory, Financial Analysis, Mutual Funds, Retirement, Portfolio Management, 401k Rollovers, Asset Managment, IRAs, Investment Strategies
Education
Ferris State University 1979 — 1980
Bachelors, Business Administration
Grand Rapids Community College 1976 — 1978
Associates, Arts
Susie Alldredge Susie Alldredge's E F Hutton Experience May 1981 - January 1986
Job Sr. Administrator
Industry Airlines/Aviation
Experience
HOUSTON COMPANY April 2005 - Present
Star Property Management Company April 2000 - September 2004
COMPAQ August 1996 - March 2000
Southwest Airlines January 1991 - August 1996
NASA HOUSTON TX January 1986 - January 1991
E. F. Hutton May 1981 - January 1986
Skills
Computer Literate, Knowlege of Law, Human Resources, ect., Customer Service, Microsoft Office, System Administration, Microsoft Excel, Budgets, Team Building, Negotiation, Microsoft Word, Team Leadership, Management, Process Improvement, Strategic Planning, Analysis
Education
American School-Manama, Bahrain 1973 — 1973
H.S. Education, Busieness
Del Mar College 1971 — 1972
Associates, BUSINESS
Highland Hills H.S., San Antonio, TX
Senior, Required
Triton College
YES, REAL ESTATE
UNIVERSITY OF HOUSTON
YES, BUSINESS
HOUSTON COMPANY April 2005 - Present
Star Property Management Company April 2000 - September 2004
COMPAQ August 1996 - March 2000
Southwest Airlines January 1991 - August 1996
NASA HOUSTON TX January 1986 - January 1991
E. F. Hutton May 1981 - January 1986
Skills
Computer Literate, Knowlege of Law, Human Resources, ect., Customer Service, Microsoft Office, System Administration, Microsoft Excel, Budgets, Team Building, Negotiation, Microsoft Word, Team Leadership, Management, Process Improvement, Strategic Planning, Analysis
Education
American School-Manama, Bahrain 1973 — 1973
H.S. Education, Busieness
Del Mar College 1971 — 1972
Associates, BUSINESS
Highland Hills H.S., San Antonio, TX
Senior, Required
Triton College
YES, REAL ESTATE
UNIVERSITY OF HOUSTON
YES, BUSINESS
Susan Bonneville Susan Bonneville's E F Hutton Experience 1985 - 1986
Job Administrative Assistant/Clerk/Receptionist
Industry Real Estate
Experience
Dorner Properties 2001 - Present
Dole Food Company 2000 - 2001
U.S. Gypsum, Inc, 1986 - 1989
E. F. Hutton 1985 - 1986
IBM 1984 - 1985
JMB, INC 1982 - 1984
Kraft Foods Group 1980 - 1982
Skills
Superior telephone,..., Excel at multi-tasking..., Proficient in PC skills..., Knowledgeable in Excel,...
Education
Robert Morris College 1978 — 1980
Associate's degree, Administrative Assistant and Secretarial Science, General
Wheeling High School 1975 — 1978
High School diploma
Dorner Properties 2001 - Present
Dole Food Company 2000 - 2001
U.S. Gypsum, Inc, 1986 - 1989
E. F. Hutton 1985 - 1986
IBM 1984 - 1985
JMB, INC 1982 - 1984
Kraft Foods Group 1980 - 1982
Skills
Superior telephone,..., Excel at multi-tasking..., Proficient in PC skills..., Knowledgeable in Excel,...
Education
Robert Morris College 1978 — 1980
Associate's degree, Administrative Assistant and Secretarial Science, General
Wheeling High School 1975 — 1978
High School diploma
Michael Sirvinskas Michael Sirvinskas's E F Hutton Experience August 1986 - March 1990
Job Principal at William Blair & Company
Industry Investment Management
Experience
William Blair & Company March 1993 - Present
Rodman & Renshaw March 1990 - February 1993
E F Hutton August 1986 - March 1990
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Industrial Distribution Management
John F. Kennedy High School 1978 — 1982
William Blair & Company March 1993 - Present
Rodman & Renshaw March 1990 - February 1993
E F Hutton August 1986 - March 1990
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BS, Industrial Distribution Management
John F. Kennedy High School 1978 — 1982
D G Spencer Ludgate D G Spencer Ludgate's E F Hutton Experience May 1986 - March 1988
Job Managing Director Fixed Income at Arque Capital Ltd
Industry Financial Services
Experience
Arque Capital Ltd July 2012 - Present
CLEAN ENERGY GROUP ALLIANCE April 2011 - June 2012
CITY NATIONAL BANK (CITY NATIONAL SECURITIES) April 1995 - May 2010
CITY NATIONAL BANK (CITY NATIONAL SECURITIES) June 1993 - April 1995
BA INVESTMENT SERVICES January 1993 - May 1993
BA INVESTMENT SERVICES (SECURITY PACIFIC INVESTMENTS) May 1991 - January 1993
SECURITY PACIFIC INVESTMENTS May 1989 - May 1991
SHEARSON LEHMAN HUTTON March 1988 - May 1989
E F HUTTON May 1986 - March 1988
Skills
Portfolio Management, Banking, Investments, Risk Management, Equities, Financial Analysis, Credit, Series 7, Loans, Fixed Income, Strategic Planning, Asset Managment, Financial Modeling, Capital Markets, Wealth Management, Series 63, Series 24, Series 53, Series 4, Trading, Trading Systems, Electronic Trading, Organizational Design, Business Planning, Financial Accounting, Accounting, CFOs, Controllers, SOX 404, TRACE, MSRB, Compliance, Coaching, College Teaching, Photography, Series 27, Bonds, Bloomberg, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services, 3.92
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Bachelor's degree, Business/Managerial Economics, 3.93
West Los Angeles College 1994 — 1996
Arque Capital Ltd July 2012 - Present
CLEAN ENERGY GROUP ALLIANCE April 2011 - June 2012
CITY NATIONAL BANK (CITY NATIONAL SECURITIES) April 1995 - May 2010
CITY NATIONAL BANK (CITY NATIONAL SECURITIES) June 1993 - April 1995
BA INVESTMENT SERVICES January 1993 - May 1993
BA INVESTMENT SERVICES (SECURITY PACIFIC INVESTMENTS) May 1991 - January 1993
SECURITY PACIFIC INVESTMENTS May 1989 - May 1991
SHEARSON LEHMAN HUTTON March 1988 - May 1989
E F HUTTON May 1986 - March 1988
Skills
Portfolio Management, Banking, Investments, Risk Management, Equities, Financial Analysis, Credit, Series 7, Loans, Fixed Income, Strategic Planning, Asset Managment, Financial Modeling, Capital Markets, Wealth Management, Series 63, Series 24, Series 53, Series 4, Trading, Trading Systems, Electronic Trading, Organizational Design, Business Planning, Financial Accounting, Accounting, CFOs, Controllers, SOX 404, TRACE, MSRB, Compliance, Coaching, College Teaching, Photography, Series 27, Bonds, Bloomberg, Retirement Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services, 3.92
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Bachelor's degree, Business/Managerial Economics, 3.93
West Los Angeles College 1994 — 1996
Barry Singer's E F Hutton Experience September 1983 - March 1986
Job Network Tools Support at Citi
Industry Financial Services
Experience
Citi November 2012 - Present
Citi November 2004 - November 2012
Credit Suisse January 2000 - May 2001
Barclays 1986 - 1999
E. F. Hutton September 1983 - March 1986
Skills
Business Continuity, SDLC, Project Coordination, Project Delivery, EMC Network Monitoring, IT Strategy, Information Security, Disaster Recovery, Vendor Management, ITIL, IT Management, Project Portfolio..., PMO, Risk Management, Data Center, IT Service Management, Project Management, IT Operations, Information Technology, Governance, PMP, Networking, Security, Enterprise Architecture, Information Security..., Business Analysis
Education
City University of New York-Brooklyn College 1979 — 1981
City College of New York 1975 — 1978
City University of New York City College 1975 — 1978
Citi November 2012 - Present
Citi November 2004 - November 2012
Credit Suisse January 2000 - May 2001
Barclays 1986 - 1999
E. F. Hutton September 1983 - March 1986
Skills
Business Continuity, SDLC, Project Coordination, Project Delivery, EMC Network Monitoring, IT Strategy, Information Security, Disaster Recovery, Vendor Management, ITIL, IT Management, Project Portfolio..., PMO, Risk Management, Data Center, IT Service Management, Project Management, IT Operations, Information Technology, Governance, PMP, Networking, Security, Enterprise Architecture, Information Security..., Business Analysis
Education
City University of New York-Brooklyn College 1979 — 1981
City College of New York 1975 — 1978
City University of New York City College 1975 — 1978
Maggie Kelly's E F Hutton Experience 1981 - 1987
Job SVP Director of Institutional Advancement at Notre Dame High School
Industry Education Management
Experience
Notre Dame High School August 2015 - Present
Princeton Academy of the Sacred Heart July 2013 - August 2015
Princeton Academy of the Sacred Heart January 2012 - June 2013
The Pennington School September 2007 - January 2012
The Pine School September 2005 - June 2006
Prudential Securitites 1999 - 2001
Prudential Securities February 1993 - November 1999
Shearson Lehman 1987 - 1993
E. F. Hutton 1981 - 1987
Skills
Fundraising, Volunteer Management, Nonprofits, Annual Giving, Strategic Planning, Public Speaking, Event Planning, Leadership Development, Philanthropy, Marketing, Stewardship, Leadership, Program Development, Staff Development, Alumni Relations, Coaching, Non-profits, Grant Writing, Community Outreach, Social Media, Event Management, Management, Higher Education, Microsoft Word, Editing, Non-profit..., Public Relations, Team Building, Marketing Communications, Board Development, Research, Customer Service, Microsoft Excel, Sales, Marketing Strategy, Press Releases, Budgets, Program Management, Strategic Communications, Organizational..., Training, Planned Giving
Education
George Mason University 1978 — 1981
BA, Psychology
Notre Dame High School August 2015 - Present
Princeton Academy of the Sacred Heart July 2013 - August 2015
Princeton Academy of the Sacred Heart January 2012 - June 2013
The Pennington School September 2007 - January 2012
The Pine School September 2005 - June 2006
Prudential Securitites 1999 - 2001
Prudential Securities February 1993 - November 1999
Shearson Lehman 1987 - 1993
E. F. Hutton 1981 - 1987
Skills
Fundraising, Volunteer Management, Nonprofits, Annual Giving, Strategic Planning, Public Speaking, Event Planning, Leadership Development, Philanthropy, Marketing, Stewardship, Leadership, Program Development, Staff Development, Alumni Relations, Coaching, Non-profits, Grant Writing, Community Outreach, Social Media, Event Management, Management, Higher Education, Microsoft Word, Editing, Non-profit..., Public Relations, Team Building, Marketing Communications, Board Development, Research, Customer Service, Microsoft Excel, Sales, Marketing Strategy, Press Releases, Budgets, Program Management, Strategic Communications, Organizational..., Training, Planned Giving
Education
George Mason University 1978 — 1981
BA, Psychology
Dawn Evola CFP ChFC Dawn Evola CFP ChFC's E F Hutton Experience January 1979 - January 1989
Job President at Lakeview Financial Consultants, Inc
Industry Financial Services
Experience
Lakeview Financial Consultants, Inc January 2014 - Present
FSC Securities/Michigan Financial Advisors January 2004 - January 2014
Morgan Stanley Dean Witter January 1989 - January 2003
E F Hutton January 1979 - January 1989
Skills
Series 7, Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Eastern Michigan University
University of Phoenix
Lakeview Financial Consultants, Inc January 2014 - Present
FSC Securities/Michigan Financial Advisors January 2004 - January 2014
Morgan Stanley Dean Witter January 1989 - January 2003
E F Hutton January 1979 - January 1989
Skills
Series 7, Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Eastern Michigan University
University of Phoenix
Judd Brian Frank Judd Brian Frank's E F Hutton Experience 1982 - 1990
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2010 - Present
Paine Webber/UBS 1994 - 2010
Prudential Securities 1990 - 1994
E. F. Hutton 1982 - 1990
Laventhol & Horwath 1980 - 1981
Skills
Retirement Planning, Investment Strategies, Asset Allocation, Stock Analysis, Fixed - Income..., Mutual Funds, Insurance, Annuities, Debt Management
Education
University of South Florida - College of Business Administration 1978 — 1980
Bachelors, Accounting
The Ohio State University 1974 — 1977
Bachelors, Political Science
Wells Fargo Advisors, LLC 2010 - Present
Paine Webber/UBS 1994 - 2010
Prudential Securities 1990 - 1994
E. F. Hutton 1982 - 1990
Laventhol & Horwath 1980 - 1981
Skills
Retirement Planning, Investment Strategies, Asset Allocation, Stock Analysis, Fixed - Income..., Mutual Funds, Insurance, Annuities, Debt Management
Education
University of South Florida - College of Business Administration 1978 — 1980
Bachelors, Accounting
The Ohio State University 1974 — 1977
Bachelors, Political Science
Mike Garfunkel Mike Garfunkel's E F Hutton Experience February 1987 - October 1993
Job Administrator at Family Bridges Home Care
Industry Hospital & Health Care
Experience
Family Bridges Home Care June 2003 - Present
Gradison McDonald February 2001 - June 2005
E F Hutton February 1987 - October 1993
Skills
Home Care, Healthcare, Long-term Care, Public Speaking, Case Managment, Healthcare Management, Elder Care, Seniors, Medicare, Case Management, Medicaid, Physician Relations, Gerontology, Alzheimer's disease, Patient Advocacy, Managed Care, Hospitals, Leadership
Education
University of Cincinnati 1980 — 1984
bachelors, psychology
Miami valley
Family Bridges Home Care June 2003 - Present
Gradison McDonald February 2001 - June 2005
E F Hutton February 1987 - October 1993
Skills
Home Care, Healthcare, Long-term Care, Public Speaking, Case Managment, Healthcare Management, Elder Care, Seniors, Medicare, Case Management, Medicaid, Physician Relations, Gerontology, Alzheimer's disease, Patient Advocacy, Managed Care, Hospitals, Leadership
Education
University of Cincinnati 1980 — 1984
bachelors, psychology
Miami valley
Vivian M Toro Vivian M Toro's E F Hutton Experience February 1986 - December 1987
Job Master Technician at V Fix
Industry Government Administration
Experience
V Fix May 2014 - Present
NYC Department of Education October 1997 - Present
Department of Education 1997 - 2011
H & R Block 2006 - 2009
NYC Department of Education October 1998 - 2009
L. G. Plumbing 1993 - 1997
Daniel F. Young 1987 - 1992
E. F. Hutton February 1986 - December 1987
Skills
Staff Development, Educational Leadership, Research, PowerPoint, Educational Technology, Access, HTML scripting, Web Development, Network Security, Tax Preparation, Jewelry Design, Small Business, Higher Education, Spanish, Curriculum Development, Event Planning, Management, Project Management, Technology Integration, Teacher Training, Instructional Technology
Education
Borough of Manhattan Community College 2005 — 2007
CCNA, Cisco
V Fix May 2014 - Present
NYC Department of Education October 1997 - Present
Department of Education 1997 - 2011
H & R Block 2006 - 2009
NYC Department of Education October 1998 - 2009
L. G. Plumbing 1993 - 1997
Daniel F. Young 1987 - 1992
E. F. Hutton February 1986 - December 1987
Skills
Staff Development, Educational Leadership, Research, PowerPoint, Educational Technology, Access, HTML scripting, Web Development, Network Security, Tax Preparation, Jewelry Design, Small Business, Higher Education, Spanish, Curriculum Development, Event Planning, Management, Project Management, Technology Integration, Teacher Training, Instructional Technology
Education
Borough of Manhattan Community College 2005 — 2007
CCNA, Cisco
Ellen Badinelli Ellen Badinelli's E F Hutton Experience 1987 - 1988
Job ScanAvert CEO:Chief Enthusiast & Owner
Industry Telecommunications
Experience
ScanAvert, Inc. March 2002 - Present
NASD/FINRA March 2002 - Present
NYSE 1988 - 1996
E F Hutton 1987 - 1988
American Stock Exchange 1985 - 1987
NASDAQ 1984 - 1985
J J Lowrey & Co 1983 - 1984
Education
State University of New York College at Oneonta 1979 — 1983
BS
CHSN
Clarkstown High School South
ScanAvert, Inc. March 2002 - Present
NASD/FINRA March 2002 - Present
NYSE 1988 - 1996
E F Hutton 1987 - 1988
American Stock Exchange 1985 - 1987
NASDAQ 1984 - 1985
J J Lowrey & Co 1983 - 1984
Education
State University of New York College at Oneonta 1979 — 1983
BS
CHSN
Clarkstown High School South
Norman Lee, AIA Norman Lee, AIA's E F Hutton Experience November 1983 - April 1987
Job Experienced Corporate Architect|Space Planner|IWMS / AutoCad Manager|Facilities and Project Management
Industry Architecture & Planning
Experience
Jones Lang LaSalle January 2015 - Present
Jones Lang LaSalle July 2013 - January 2015
Citi April 2002 - November 2012
Smith Barney April 1993 - April 2002
Shearson Lehman Brothers April 1987 - July 1993
E. F. Hutton November 1983 - April 1987
Skills
Space planning, Project Planning, Project Management, Construction Management, Space-planning, AutoCAD, LEED AP, Archibus, FM: Systems, Construction, Facilities Management, Team Building, Management, Interior Architecture, Occupancy Planning, CAFM, Microsoft Office, Leadership, Analytical Skills, Data Center, Architecture, Vendor Management, Problem Solver, Analytical, Architectural Planning, Site Planning, Move Coordination
Education
City University of New York City College
Bachelor's of Science, Architecture
Jones Lang LaSalle January 2015 - Present
Jones Lang LaSalle July 2013 - January 2015
Citi April 2002 - November 2012
Smith Barney April 1993 - April 2002
Shearson Lehman Brothers April 1987 - July 1993
E. F. Hutton November 1983 - April 1987
Skills
Space planning, Project Planning, Project Management, Construction Management, Space-planning, AutoCAD, LEED AP, Archibus, FM: Systems, Construction, Facilities Management, Team Building, Management, Interior Architecture, Occupancy Planning, CAFM, Microsoft Office, Leadership, Analytical Skills, Data Center, Architecture, Vendor Management, Problem Solver, Analytical, Architectural Planning, Site Planning, Move Coordination
Education
City University of New York City College
Bachelor's of Science, Architecture
Elizabeth Lasdon Elizabeth Lasdon's E F Hutton Experience 1985 - 1988
Job Executive Director of Human Resources at Rubenstein Associates, Inc.
Industry Public Relations and Communications
Experience
Rubenstein Associates/Communications 1995 - 2015
Chadbourne & Parke LLP 1990 - 1994
E. F. Hutton 1985 - 1988
Education
Colgate University
BA
HEC School of Management / HEC Paris
New York University - Leonard N. Stern School of Business
MBA
Riverdale
other
other
Rubenstein Associates/Communications 1995 - 2015
Chadbourne & Parke LLP 1990 - 1994
E. F. Hutton 1985 - 1988
Education
Colgate University
BA
HEC School of Management / HEC Paris
New York University - Leonard N. Stern School of Business
MBA
Riverdale
other
other
Karen (Dingledine) Hriso Karen (Dingledine) Hriso's E F Hutton Experience 1985 - 1990
Job Investing at Self Employed
Industry Financial Services
Experience
Self Employed April 2014 - Present
Great-West Financial July 1996 - March 2014
MetLife 1991 - June 1996
E F Hutton 1985 - 1990
Skills
Mutual Funds, 401k, Defined Benefit, Pensions, Employee Benefits, Retirement, ERISA, Series 7, Investments, Series 63, Asset Allocation, FINRA, Retirement Planning, Series 6
Education
Ohio University
BS, Zoology, Chemistry
Self Employed April 2014 - Present
Great-West Financial July 1996 - March 2014
MetLife 1991 - June 1996
E F Hutton 1985 - 1990
Skills
Mutual Funds, 401k, Defined Benefit, Pensions, Employee Benefits, Retirement, ERISA, Series 7, Investments, Series 63, Asset Allocation, FINRA, Retirement Planning, Series 6
Education
Ohio University
BS, Zoology, Chemistry
Lou Schneider Lou Schneider's E F Hutton Experience 1967 - 1987
Job Independent Investor
Industry Capital Markets
Experience
Citigroup 1988 - 2004
E F Hutton 1967 - 1987
Skills
Relationship Management, Financial Institutions, Institutional Sales, Trading, Management, Research, Customer Service, Outlook, Teaching, Photoshop, Public Speaking, Windows, HTML
Education
St. John's University
Citigroup 1988 - 2004
E F Hutton 1967 - 1987
Skills
Relationship Management, Financial Institutions, Institutional Sales, Trading, Management, Research, Customer Service, Outlook, Teaching, Photoshop, Public Speaking, Windows, HTML
Education
St. John's University
Barbara M. Wilkens, AWMA®, AIF®'s E F Hutton Experience March 1979 - March 1988
Job Director of Practice Management at Certified Financial Group, Inc.
Industry Financial Services
Experience
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Tandy G. Lewis, Jr., CFP® Tandy G. Lewis, Jr., CFP®'s E F Hutton Experience July 1981 - January 1987
Job Managing Director, InvestmentsFinancial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James & Associates January 1987 - Present
E. F. Hutton July 1981 - January 1987
Skills
Securities, Series 7, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Retirement, Alternative Investments, Financial Advisory, Investment Management, Investment Strategies, College Education..., Wealth Management, IRAs
Education
Sewanee-The University of the South 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Jesuit High School 1972 — 1976
Diploma, Liberal Arts
Raymond James & Associates January 1987 - Present
E. F. Hutton July 1981 - January 1987
Skills
Securities, Series 7, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Retirement, Alternative Investments, Financial Advisory, Investment Management, Investment Strategies, College Education..., Wealth Management, IRAs
Education
Sewanee-The University of the South 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Jesuit High School 1972 — 1976
Diploma, Liberal Arts
Denise Corsetti Denise Corsetti's E F Hutton Experience 1984 - 1987
Job Vice President Advisory Programs Control Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
Morgan Stanley June 2015 - Present
PineBridge Investments November 2010 - Present
Morgan Stanley Smith Barney 2008 - 2010
Legg Mason 2005 - 2008
Citigroup 1984 - 2005
E. F. Hutton 1984 - 1987
Skills
Mutual Funds, Equities, Series 7, Fixed Income, Alternative Investments, Risk Management, Portfolio Management, Asset Managment, Securities, Hedge Funds, Asset Management, Financial Services, Wealth Management, Business Analysis, Asset Allocation, Investments, Valuation
Education
Baruch College, City University of New York (CUNY)
Business
William Piontek William Piontek's E F Hutton Experience January 1978 - January 1981
Job Managing Director at Sovereign of GA, LLC
Industry Financial Services
Experience
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
Glenn Carvin Glenn Carvin's E F Hutton Experience January 1983 - February 1988
Job Entertainment Producer, Musician
Industry Entertainment
Experience
Atlanta Showstoppers March 2008 - Present
Media Brokers International August 2012 - July 2014
Mozaic October 2009 - July 2012
American Color October 1996 - October 2008
Century Graphics October 1990 - October 1996
Paine Webber February 1988 - October 1990
E. F. Hutton January 1983 - February 1988
Communications Incorporated July 1978 - January 1983
Skills
Contract Negotiation, Account Management, New Business Development, Marketing Strategy, Advertising, Packaging, Offset Printing, Direct Mail, Online Advertising, Direct Marketing, Sales, Solution Selling, Business Development, Strategic Planning, Interactive Marketing, Media Buying, Media Planning, Marketing, Integrated Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Digital Printing, Digital Marketing, Social Media Marketing, Online Marketing, Lead Generation, Digital Media, Brand Development, B2B, Creative Direction, Digital Strategy, Television, Social Networking, Outdoor Advertising, Advertising Sales, SEO, Radio, Entertainment
Education
Tulane University 1975 — 1978
BA
University of Denver 1974 — 1975
Atlanta Showstoppers March 2008 - Present
Media Brokers International August 2012 - July 2014
Mozaic October 2009 - July 2012
American Color October 1996 - October 2008
Century Graphics October 1990 - October 1996
Paine Webber February 1988 - October 1990
E. F. Hutton January 1983 - February 1988
Communications Incorporated July 1978 - January 1983
Skills
Contract Negotiation, Account Management, New Business Development, Marketing Strategy, Advertising, Packaging, Offset Printing, Direct Mail, Online Advertising, Direct Marketing, Sales, Solution Selling, Business Development, Strategic Planning, Interactive Marketing, Media Buying, Media Planning, Marketing, Integrated Marketing, Strategic Partnerships, Marketing Communications, Email Marketing, Digital Printing, Digital Marketing, Social Media Marketing, Online Marketing, Lead Generation, Digital Media, Brand Development, B2B, Creative Direction, Digital Strategy, Television, Social Networking, Outdoor Advertising, Advertising Sales, SEO, Radio, Entertainment
Education
Tulane University 1975 — 1978
BA
University of Denver 1974 — 1975
Jeanette Roberts Jeanette Roberts's E F Hutton Experience June 1978 - March 1980
Job Compliance Director at SOUTHEAST INVESTMENTS, N.C. INC
Industry Financial Services
Experience
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
Paul Dewey's E F Hutton Experience 1983 - 1987
Job DC Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Putnam Investments January 2010 - June 2012
Putnam Investments 2002 - January 2010
Putnam Investments 1994 - 2002
First Data Corporation 1992 - 1994
Putnam Investments 1987 - 1992
E F Hutton 1983 - 1987
Skills
401k, Defined Contribution, Portfolio Management, Relationship Management, Management, Investment Management, Business Planning, Retirement, Fixed Income, Vendor Management, Wealth Management, Employee Benefits, Risk Management, Series 7, Equities, Mutual Funds
Education
Boston College 1979 — 1983
EMPOWER Retirement January 2015 - Present
Putnam Investments June 2012 - December 2014
Putnam Investments January 2010 - June 2012
Putnam Investments 2002 - January 2010
Putnam Investments 1994 - 2002
First Data Corporation 1992 - 1994
Putnam Investments 1987 - 1992
E F Hutton 1983 - 1987
Skills
401k, Defined Contribution, Portfolio Management, Relationship Management, Management, Investment Management, Business Planning, Retirement, Fixed Income, Vendor Management, Wealth Management, Employee Benefits, Risk Management, Series 7, Equities, Mutual Funds
Education
Boston College 1979 — 1983
Scott Blair Scott Blair's E F Hutton Experience December 1979 - August 1990
Job Owner at CertaPro Painters
Industry Consumer Services
Experience
CertaPro Painters League City, TX February 2014 - Present
MidAtlantic IRA LLC October 2011 - February 2014
Terminix March 2003 - August 2011
Selling Success August 1995 - March 2001
Merrill Lynch August 1990 - August 1995
E. F. Hutton December 1979 - August 1990
E F Hutton January 1979 - August 1990
Skills
P&L Management, Sales Management, P&L responsibility, P&L, New Business Development, Retirement Planning, Retirement Savings, Real Estate, Real Estate Private..., Private Placements, Venture Financing, Investment Properties, Sales Operations, Sales Management..., Business Networking, Presentation Coaching, Operations Management, P&L Responsibility, Income Statement, Sales Process, Mutual Funds, Investments, Retirement, Investment Strategies, Management, Leadership, Selling, Small Business, Real Estate Investor, Start-ups, Budgets, Sales, Marketing Strategy, Negotiation, Marketing, Contract Negotiation, Team Building, Strategic Planning, Investors, IRAs, Real Estate Financing, Customer Service, Real Estate Transactions, Strategic Financial..., Business Development, Direct Sales, Executive Management, Entrepreneurship, Customer Retention, Alternative Investments
Education
The University of Dallas 1999 — 2000
Organizational Development
Texas Wesleyan University 1975 — 1978
BBA, Marketing/Economics
CertaPro Painters League City, TX February 2014 - Present
MidAtlantic IRA LLC October 2011 - February 2014
Terminix March 2003 - August 2011
Selling Success August 1995 - March 2001
Merrill Lynch August 1990 - August 1995
E. F. Hutton December 1979 - August 1990
E F Hutton January 1979 - August 1990
Skills
P&L Management, Sales Management, P&L responsibility, P&L, New Business Development, Retirement Planning, Retirement Savings, Real Estate, Real Estate Private..., Private Placements, Venture Financing, Investment Properties, Sales Operations, Sales Management..., Business Networking, Presentation Coaching, Operations Management, P&L Responsibility, Income Statement, Sales Process, Mutual Funds, Investments, Retirement, Investment Strategies, Management, Leadership, Selling, Small Business, Real Estate Investor, Start-ups, Budgets, Sales, Marketing Strategy, Negotiation, Marketing, Contract Negotiation, Team Building, Strategic Planning, Investors, IRAs, Real Estate Financing, Customer Service, Real Estate Transactions, Strategic Financial..., Business Development, Direct Sales, Executive Management, Entrepreneurship, Customer Retention, Alternative Investments
Education
The University of Dallas 1999 — 2000
Organizational Development
Texas Wesleyan University 1975 — 1978
BBA, Marketing/Economics
Craig Mayo Craig Mayo's E F Hutton Experience 1986 - 1988
Job Chief Credit Officer at Investors Community Bank
Industry Banking
Experience
Investors Community Bank April 2014 - Present
Investors Community Bank October 2011 - March 2014
Citizens Republic Bank May 2009 - October 2011
Wells Fargo Bank, N.A. August 2006 - May 2009
M&I Marshall & Ilsley Bank April 2004 - August 2006
Bank One, N.A. 2002 - 2004
St. Francis Bank 2001 - 2002
State Financial Bank 1999 - 2000
Vermont National Bank 1989 - 1999
E. F Hutton 1986 - 1988
Skills
Commercial Lending, OREO Management, Loan Review, Special Assets..., Credit Analysis, Credit, Management, Loans, Asset Based Lending, OREO, Portfolio Management, Banking, Mortgage Lending, Executive Management, Commercial Banking, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk, Financial Services, Investments
Education
Graduate School of Banking - Madison 2014 — 2016
Banking
Middlebury College 1980 — 1984
B.A., History, Education
Agricultural Lending School
Investors Community Bank April 2014 - Present
Investors Community Bank October 2011 - March 2014
Citizens Republic Bank May 2009 - October 2011
Wells Fargo Bank, N.A. August 2006 - May 2009
M&I Marshall & Ilsley Bank April 2004 - August 2006
Bank One, N.A. 2002 - 2004
St. Francis Bank 2001 - 2002
State Financial Bank 1999 - 2000
Vermont National Bank 1989 - 1999
E. F Hutton 1986 - 1988
Skills
Commercial Lending, OREO Management, Loan Review, Special Assets..., Credit Analysis, Credit, Management, Loans, Asset Based Lending, OREO, Portfolio Management, Banking, Mortgage Lending, Executive Management, Commercial Banking, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk, Financial Services, Investments
Education
Graduate School of Banking - Madison 2014 — 2016
Banking
Middlebury College 1980 — 1984
B.A., History, Education
Agricultural Lending School
JudyJoAnn Eicher JudyJoAnn Eicher's E F Hutton Experience June 1981 - September 1982
Job Sound Effects Creator
Industry Marketing and Advertising
Experience
Barrow County Schools June 1983 - Present
Oconee County Schools September 1992 - June 1997
SunTrust Banks/Trust Company Bank June 1985 - November 1991
The University of Georgia, Office of Bicentennial Planning, 1985 January 1984 - January 1985
Barrow County Schools July 1983 - June 1984
Colony Office Mates 5 September 1982 - June 1983
E F Hutton June 1981 - September 1982
Barrow County Chamber of Commerce September 1978 - June 1981
Skills
Marketing Communications, Sound Effects, Pro Tools, Cubase, Public Speaking, Budgets, Strategic Planning, Negotiation, Team Building, Accounting, Social Media, Event Planning, Acting, Teaching, Brochure Development, I play flute, knowledge of musical..., Theatre
Education
Gainesville State College 2010 — 2012
BFA in Technical Theatre and Design, Sound and Stage Management
Gainesville Junior College 1977 — 1980
Associates of Arts and Science, Music, theatre and general core
WBHS 1973 — 1977
High School Prep, Theatre/Music
Barrow County Schools June 1983 - Present
Oconee County Schools September 1992 - June 1997
SunTrust Banks/Trust Company Bank June 1985 - November 1991
The University of Georgia, Office of Bicentennial Planning, 1985 January 1984 - January 1985
Barrow County Schools July 1983 - June 1984
Colony Office Mates 5 September 1982 - June 1983
E F Hutton June 1981 - September 1982
Barrow County Chamber of Commerce September 1978 - June 1981
Skills
Marketing Communications, Sound Effects, Pro Tools, Cubase, Public Speaking, Budgets, Strategic Planning, Negotiation, Team Building, Accounting, Social Media, Event Planning, Acting, Teaching, Brochure Development, I play flute, knowledge of musical..., Theatre
Education
Gainesville State College 2010 — 2012
BFA in Technical Theatre and Design, Sound and Stage Management
Gainesville Junior College 1977 — 1980
Associates of Arts and Science, Music, theatre and general core
WBHS 1973 — 1977
High School Prep, Theatre/Music
Nema Bardin Nema Bardin's E F Hutton Experience March 1979 - July 1981
Job Owner, ARS
Industry Financial Services
Experience
ARS July 2012 - Present
Power Resource January 1991 - March 2000
E F Hutton March 1979 - July 1981
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Business Planning
Education
Carl Albert State College 1974 — 1976
Business Administration and Management, General
ARS July 2012 - Present
Power Resource January 1991 - March 2000
E F Hutton March 1979 - July 1981
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Investments, Microsoft Word, PowerPoint, Business Strategy, Change Management, Business Planning
Education
Carl Albert State College 1974 — 1976
Business Administration and Management, General
Clay Skurdal Clay Skurdal's E F Hutton Experience August 1983 - February 1988
Job Chief Operating Officer Advisors Ahead | President Advisors Ahead Talent Solutions Group
Industry Financial Services
Experience
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Advisors Ahead February 2013 - Present
The U.S. Gymnastics Academy February 2008 - Present
Morgan Stanley Wealth Management January 2011 - October 2012
Smith Barney January 2001 - January 2011
Smith Barney March 1991 - January 2001
Shearson Lehman Hutton February 1988 - March 1991
E. F. Hutton August 1983 - February 1988
Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth
Education
Montana State University-Bozeman 1979 — 1983
Bachelor of Science (B.S.), Political Science
Timothy Alward, CFA Timothy Alward, CFA's E F Hutton Experience 1980 - 1987
Job President and CEO at Ford Equity Research
Industry Financial Services
Experience
Ford Equity Research 1994 - Present
Argus Investment Management 1988 - 1994
E F Hutton 1980 - 1987
Education
Central Michigan University
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
Ford Equity Research 1994 - Present
Argus Investment Management 1988 - 1994
E F Hutton 1980 - 1987
Education
Central Michigan University
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
John C. Campeau Jr.'s E F Hutton Experience January 1987 - December 1989
Job Senior Vice President Wealth Management at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc May 2008 - Present
Smith Barney December 1989 - May 2008
E. F. Hutton January 1987 - December 1989
Education
Susquehanna University 1981 — 1985
Bachelor of Science (B.S.), Economics
UBS Financial Services, Inc May 2008 - Present
Smith Barney December 1989 - May 2008
E. F. Hutton January 1987 - December 1989
Education
Susquehanna University 1981 — 1985
Bachelor of Science (B.S.), Economics
Kim Bryant Kim Bryant's E F Hutton Experience June 1987 - May 1988
Job Business Manager at Oak Tree Systems, Inc.
Industry Computer Software
Experience
Oak Tree Systems, Inc. August 1996 - Present
Accu Industries, Inc. October 1991 - September 1995
E. F. Hutton June 1987 - May 1988
Skills
Learning Management..., Sales, Blended Learning, E-Learning, Instructor-led Training, Needs Analysis, Training Delivery, Hands-on Training, Distance Learning, Staff Development, Succession Planning, Educational Technology, Consulting, Organizational..., Knowledge Management, Presenter, Instructional Technology, Organizational..., Organizational Learning, Training Needs Analysis, Program Facilitation
Education
Longwood College 1982 — 1986
BS, Education
Oak Tree Systems, Inc. August 1996 - Present
Accu Industries, Inc. October 1991 - September 1995
E. F. Hutton June 1987 - May 1988
Skills
Learning Management..., Sales, Blended Learning, E-Learning, Instructor-led Training, Needs Analysis, Training Delivery, Hands-on Training, Distance Learning, Staff Development, Succession Planning, Educational Technology, Consulting, Organizational..., Knowledge Management, Presenter, Instructional Technology, Organizational..., Organizational Learning, Training Needs Analysis, Program Facilitation
Education
Longwood College 1982 — 1986
BS, Education
Phyllis Staines Phyllis Staines's E F Hutton Experience 1984 - 1985
Job Realtor
Industry Real Estate
Experience
RE/MAX Coastal Real Estate 1998 - Present
Bank of America 1995 - 1998
Merrill Lynch 1985 - 1995
E F Hutton 1984 - 1985
Skills
Short Sales, Condos, Single Family Homes, Home, Sellers, Council of Residential..., Townhomes, Real Estate, Property, Relocation, National Association of..., ABR, Senior Real Estate, CDPE, Sales, First Time Home Buyers, Seniors, e-PRO, Investment Properties
Education
Webster University 1994 — 1996
Masters, Management
Rutgers College 1980 — 1984
BA, English
RE/MAX Coastal Real Estate 1998 - Present
Bank of America 1995 - 1998
Merrill Lynch 1985 - 1995
E F Hutton 1984 - 1985
Skills
Short Sales, Condos, Single Family Homes, Home, Sellers, Council of Residential..., Townhomes, Real Estate, Property, Relocation, National Association of..., ABR, Senior Real Estate, CDPE, Sales, First Time Home Buyers, Seniors, e-PRO, Investment Properties
Education
Webster University 1994 — 1996
Masters, Management
Rutgers College 1980 — 1984
BA, English
Bill McGovern Bill McGovern's E F Hutton Experience September 1979 - August 1984
Job Travel Insurance Specialist at McGovern Associates
Industry Leisure, Travel & Tourism
Experience
McGovern Associates September 2008 - Present
Aon-Berkely Travel September 1984 - August 2008
E. F. Hutton September 1979 - August 1984
Unilever September 1976 - August 1979
Skills
Strategic Planning, Marketing Strategy, Business Planning, Brand Development, Sales, Business Strategy, Tour Operators, Insurance, Pricing, Online Travel, Negotiation, Program Management, Airlines, Cruises, Travel Insurance, Customer Service
Education
Colorado State University 1973 — 1976
BS, Finance
McGovern Associates September 2008 - Present
Aon-Berkely Travel September 1984 - August 2008
E. F. Hutton September 1979 - August 1984
Unilever September 1976 - August 1979
Skills
Strategic Planning, Marketing Strategy, Business Planning, Brand Development, Sales, Business Strategy, Tour Operators, Insurance, Pricing, Online Travel, Negotiation, Program Management, Airlines, Cruises, Travel Insurance, Customer Service
Education
Colorado State University 1973 — 1976
BS, Finance
Frank Messina Frank Messina's E F Hutton Experience October 1984 - October 1985
Job Senior Financial Advisor, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Merrill Lynch January 2006 - Present
Advest, Inc. June 2002 - January 2006
Lebenthal October 1985 - June 2002
Sigsbee Marine 1977 - 1999
E F Hutton October 1984 - October 1985
Polyconomics January 1984 - October 1984
Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities
Education
Drew University 1980 — 1984
Economics and Political Science., BA
Leonia High School 1976 — 1980
Charles Singer, CFP® Charles Singer, CFP®'s E F Hutton Experience 1985 - 1989
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Wells Fargo Advisors February 2013 - Present
Robert W. Baird & Co. January 2010 - February 2013
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 1996 - 2009
Shearson Lehman 1989 - 1996
E. F. Hutton 1985 - 1989
Thomson Mckinnon Securites 1979 - 1985
Skills
Retirement Planning, Investments, Securities, Wealth, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Alternative Investments, Estate Planning..., Strategic Planning, Asset Management, Portfolio Management, Financial Advisory, Estate Planning, FINRA, Equities
Education
University of Evansville 1974 — 1978
BS, Accounting
College for Financial Planning
CFP®
Butler University
MBA, Business
Bosse High School 1970 — 1974
Al Hansen's E F Hutton Experience August 1983 - January 1986
Job
Industry Venture Capital & Private Equity
Experience
BioServ November 2012 - Present
KESA July 2012 - Present
Signet Healthcare Partners, LLC November 2001 - June 2012
Darby Overseas Investments January 1994 - September 1999
U.S. Treasury January 1992 - November 1992
Dillon Read March 1986 - January 1992
E. F. Hutton August 1983 - January 1986
U.S. Army June 1976 - August 1981
Skills
Mergers, Private Equity, Corporate Finance, Investments, Growth Capital, Pharmaceutics, Venture Capital, Valuation, Due Diligence, Business Strategy, Entrepreneurship, Strategic Planning, Financial Modeling, New Business Development, Restructuring, Mergers & Acquisitions, Joint Ventures, M&A experience, Financial Analysis, Investment Banking, Change Management, LBO, Strategy, Business Planning, Finance, Venture Financing, Capital Markets, Private Placements, Capital, Business Development, Management Consulting, Business Valuation, Funding, Deal Sourcing, Acquisitions, Financial Structuring, Emerging Markets, Divestitures, Start-ups, Equities, IPO, Mezzanine, Capital Raising, Corporate Development, Executive Management, Angel Investing, Leveraged Finance, Alternative Investments, Asset Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA
Princeton University 1972 — 1976
A.B.
BioServ November 2012 - Present
KESA July 2012 - Present
Signet Healthcare Partners, LLC November 2001 - June 2012
Darby Overseas Investments January 1994 - September 1999
U.S. Treasury January 1992 - November 1992
Dillon Read March 1986 - January 1992
E. F. Hutton August 1983 - January 1986
U.S. Army June 1976 - August 1981
Skills
Mergers, Private Equity, Corporate Finance, Investments, Growth Capital, Pharmaceutics, Venture Capital, Valuation, Due Diligence, Business Strategy, Entrepreneurship, Strategic Planning, Financial Modeling, New Business Development, Restructuring, Mergers & Acquisitions, Joint Ventures, M&A experience, Financial Analysis, Investment Banking, Change Management, LBO, Strategy, Business Planning, Finance, Venture Financing, Capital Markets, Private Placements, Capital, Business Development, Management Consulting, Business Valuation, Funding, Deal Sourcing, Acquisitions, Financial Structuring, Emerging Markets, Divestitures, Start-ups, Equities, IPO, Mezzanine, Capital Raising, Corporate Development, Executive Management, Angel Investing, Leveraged Finance, Alternative Investments, Asset Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA
Princeton University 1972 — 1976
A.B.
Steve Sawtell's E F Hutton Experience May 1986 - May 1991
Job President Voice & Data Systems, Inc
Industry Information Technology and Services
Experience
Technology Assurance Group April 2013 - Present
Voice and Data Systems, Inc. March 1994 - Present
E. F. Hutton May 1986 - May 1991
JIN-NEB Beef Company August 1986 - August 1989
Cattle Exporters of Nebraska, Inc. August 1986 - August 1988
Skills
Unified Communications, VoIP, Telecommunications, SIP, Unified Messaging, Disaster Recovery, Cloud Computing, Telephony, SIP Trunking, Integration, Managed Services, Solution Selling, Networking, Direct Sales, IP, Hosted Services, Wireless, Co-location, MPLS, Sales, Video Conferencing, Professional Services, Security, WAN, IVR, Channel Partners, T1, Ethernet, SaaS, LAN-WAN, Call Centers, Network Design, Data Center, Sales Engineering, Internet Services, Avaya, Cabling, Optical Fiber, Broadband, Network Architecture, Cisco Technologies, Strategic Partnerships, Fiber Optics, Wireless Networking, Switches, Go-to-market Strategy, WiFi, Routers, Program Management, Mobile Devices
Education
University of Nebraska at Omaha 1982 — 1984
Masters, Economics and Finance
Macalester College 1977 — 1981
BA, Economics and Finance
Technology Assurance Group April 2013 - Present
Voice and Data Systems, Inc. March 1994 - Present
E. F. Hutton May 1986 - May 1991
JIN-NEB Beef Company August 1986 - August 1989
Cattle Exporters of Nebraska, Inc. August 1986 - August 1988
Skills
Unified Communications, VoIP, Telecommunications, SIP, Unified Messaging, Disaster Recovery, Cloud Computing, Telephony, SIP Trunking, Integration, Managed Services, Solution Selling, Networking, Direct Sales, IP, Hosted Services, Wireless, Co-location, MPLS, Sales, Video Conferencing, Professional Services, Security, WAN, IVR, Channel Partners, T1, Ethernet, SaaS, LAN-WAN, Call Centers, Network Design, Data Center, Sales Engineering, Internet Services, Avaya, Cabling, Optical Fiber, Broadband, Network Architecture, Cisco Technologies, Strategic Partnerships, Fiber Optics, Wireless Networking, Switches, Go-to-market Strategy, WiFi, Routers, Program Management, Mobile Devices
Education
University of Nebraska at Omaha 1982 — 1984
Masters, Economics and Finance
Macalester College 1977 — 1981
BA, Economics and Finance
Donald Kushner's E F Hutton Experience January 1983 - January 1990
Job DK Sports Financial
Industry Financial Services
Experience
DK Sports Financial January 2004 - Present
Kemper Investments January 1994 - January 2004
Merrill Lynch January 1990 - January 1994
E F Hutton January 1983 - January 1990
Skills
Managerial Finance, Strategic Planning, Public Speaking, Customer Service, Marketing, Finance, Event Management, Investments
Education
Arizona State University 1986 — 1988
DK Sports Financial January 2004 - Present
Kemper Investments January 1994 - January 2004
Merrill Lynch January 1990 - January 1994
E F Hutton January 1983 - January 1990
Skills
Managerial Finance, Strategic Planning, Public Speaking, Customer Service, Marketing, Finance, Event Management, Investments
Education
Arizona State University 1986 — 1988
Lou Mottola's E F Hutton Experience 1977 - 1979
Job Partner at Enterprise Iron Financial
Industry Financial Services
Experience
Enterprise Iron May 2007 - Present
ABS Solutions May 2007 - Present
Santander Investment May 1995 - May 2007
Smith New Court,Carl Marks August 1986 - May 1995
Murphy & Durieu March 1979 - August 1986
E F Hutton 1977 - 1979
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Retirement, Middle Office, Back Office, Risk Management, 401k, Securities, Business Analysis, Asset Managment
Education
Kingsborough Community College 1976 — 1977
Accounting
New Utrecht H S
our Lady of Guadalupe
Enterprise Iron May 2007 - Present
ABS Solutions May 2007 - Present
Santander Investment May 1995 - May 2007
Smith New Court,Carl Marks August 1986 - May 1995
Murphy & Durieu March 1979 - August 1986
E F Hutton 1977 - 1979
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Retirement, Middle Office, Back Office, Risk Management, 401k, Securities, Business Analysis, Asset Managment
Education
Kingsborough Community College 1976 — 1977
Accounting
New Utrecht H S
our Lady of Guadalupe
Gregory Oberholtzer's E F Hutton Experience March 1985 - October 1986
Job Partner at Ranieri Partners
Industry Venture Capital & Private Equity
Experience
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Ranieri Partners 2007 - Present
WP Global Partners May 2005 - Present
WestLB Asset Management April 2000 - May 2005
Forstmann Leff International 1997 - 2000
The Chase Manhattan Bank 1991 - 1993
Dominick & Dominick LLC 1988 - 1991
E F Hutton March 1985 - October 1986
Skills
Private Equity, Alternative Investments, Venture Capital, Hedge Funds, Investments, Asset Managment, Fund Of Funds, Due Diligence, Equities, Mezzanine, Private Placements, Investment Banking, Valuation, Mergers, Portfolio Management, Emerging Markets, Capital Markets, Investor Relations, Buyouts, Financial Modeling
Education
The George Washington University 1980 — 1983
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Robert Henrich's E F Hutton Experience 1979 - 1990
Job Managing Director at Coastal Partners Ltd
Industry Investment Management
Experience
Coastal Partners Ltd. October 2004 - Present
Beacon Global Advisors Ltd 1994 - 2004
Paine Webber 1990 - 1994
E F Hutton 1979 - 1990
Skills
Alternative Investments, Due Diligence, Asset Allocation, Hedge Funds, Venture Capital, Equities, Private Equity, Fund Of Funds, Investment Strategies, Asset Managment, Investments, Trading, Fixed Income, Capital Markets, Investment Management, Asset Management
Education
Florida Institute of Technology 1975 — 1977
MBA, Finance
University of Maryland College Park 1973 — 1975
BS, Geology
Coastal Partners Ltd. October 2004 - Present
Beacon Global Advisors Ltd 1994 - 2004
Paine Webber 1990 - 1994
E F Hutton 1979 - 1990
Skills
Alternative Investments, Due Diligence, Asset Allocation, Hedge Funds, Venture Capital, Equities, Private Equity, Fund Of Funds, Investment Strategies, Asset Managment, Investments, Trading, Fixed Income, Capital Markets, Investment Management, Asset Management
Education
Florida Institute of Technology 1975 — 1977
MBA, Finance
University of Maryland College Park 1973 — 1975
BS, Geology
Linda J. Richardson's E F Hutton Experience 1986 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Chicago Board of Trade 1988 - 1993
E F. Hutton 1986 - 1988
Thomson McKinnon Securities 1979 - 1986
Oppenheimer and Co. 1977 - 1979
Skills
Fixed Income, Hedge Funds, Capital Markets, Securities, Equities, Trading, Risk Management, Derivatives, Alternative Investments, Investment Banking, Options, Financial Markets, Trading Systems, Series 7, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Back in Business Executive Education Program
University of Massachusetts, Amherst
BA, English
Chicago Board of Trade 1988 - 1993
E F. Hutton 1986 - 1988
Thomson McKinnon Securities 1979 - 1986
Oppenheimer and Co. 1977 - 1979
Skills
Fixed Income, Hedge Funds, Capital Markets, Securities, Equities, Trading, Risk Management, Derivatives, Alternative Investments, Investment Banking, Options, Financial Markets, Trading Systems, Series 7, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Back in Business Executive Education Program
University of Massachusetts, Amherst
BA, English
Albert Halterman's E F Hutton Experience 1977 - 1982
Job Business Owner at Owner, Musclecar Nutz
Industry Marketing and Advertising
Experience
Knights & Dragons January 1999 - Present
Owner, Musclecar Nutz January 1999 - Present
DynaSoar International February 1964 - Present
Valley Yellow Pages 1998 - 2000
Fantasy Unlimited 1984 - 1996
First Affiliated Securities 1984 - 1994
E. F. Hutton 1977 - 1982
Fresno Guide 1967 - 1977
Camarillo Daily News, Pt. Hueneme Edition 1965 - 1967
Ventura County News Service 1964 - 1967
Skills
Marketing, Management, Social Media Marketing, Social Media, Online Marketing, New Business Development, Advertising, Online Advertising, SEO, Event Management, Photography, Creative Direction, Public Relations, Graphic Design, Photoshop, Marketing Communications, Event Planning, Business Development, Customer Service, Entrepreneurship, Email Marketing, Digital Marketing, Marketing Strategy, Social Networking, Fine Art, Visual Arts, Sales, Editing
Education
Valley Christian University 1984 — 1988
BA, Business Administration
Grossmont College 1962 — 1966
San Diego State University-California State University 1960 — 1962
Bachelor’s Degree, Chemistry
Grossmont High School 1956 — 1960
General
Knights & Dragons January 1999 - Present
Owner, Musclecar Nutz January 1999 - Present
DynaSoar International February 1964 - Present
Valley Yellow Pages 1998 - 2000
Fantasy Unlimited 1984 - 1996
First Affiliated Securities 1984 - 1994
E. F. Hutton 1977 - 1982
Fresno Guide 1967 - 1977
Camarillo Daily News, Pt. Hueneme Edition 1965 - 1967
Ventura County News Service 1964 - 1967
Skills
Marketing, Management, Social Media Marketing, Social Media, Online Marketing, New Business Development, Advertising, Online Advertising, SEO, Event Management, Photography, Creative Direction, Public Relations, Graphic Design, Photoshop, Marketing Communications, Event Planning, Business Development, Customer Service, Entrepreneurship, Email Marketing, Digital Marketing, Marketing Strategy, Social Networking, Fine Art, Visual Arts, Sales, Editing
Education
Valley Christian University 1984 — 1988
BA, Business Administration
Grossmont College 1962 — 1966
San Diego State University-California State University 1960 — 1962
Bachelor’s Degree, Chemistry
Grossmont High School 1956 — 1960
General
Jack Heir's E F Hutton Experience 1968 - 1971
Job Independent Retail Professional
Industry Retail
Experience
Equitable Life 1975 - 1992
Halle & Stieglitz 1971 - 1973
E F Hutton 1968 - 1971
New York Stock Exchange 1966 - 1968
Lybrand Ross Bros Montgomery 1963 - 1966
Education
Saint Peter's University 1960 — 1963
BS Accounting, Accounting
Equitable Life 1975 - 1992
Halle & Stieglitz 1971 - 1973
E F Hutton 1968 - 1971
New York Stock Exchange 1966 - 1968
Lybrand Ross Bros Montgomery 1963 - 1966
Education
Saint Peter's University 1960 — 1963
BS Accounting, Accounting
J. Dan Hall's E F Hutton Experience 1979 - 1986
Job Financial Advisor at UBS FinanciaServices
Industry Financial Services
Experience
UBS FinanciaServices Director-Investment BankingThe First Boston Corporation1986 - 1990
E F Hutton 1979 - 1986
Education
East Tennessee State University 1967 — 1972
Wingate University 1965 — 1967
A.S., Economics
UBS FinanciaServices Director-Investment BankingThe First Boston Corporation1986 - 1990
E F Hutton 1979 - 1986
Education
East Tennessee State University 1967 — 1972
Wingate University 1965 — 1967
A.S., Economics
Terry Reich's E F Hutton Experience July 1981 - August 1984
Job IT Help Desk Manager at The Segal Company
Industry Information Technology and Services
Experience
The Segal Company April 2012 - Present
TechTime Consulting 2008 - April 2012
Morgan Stanley 1997 - 2008
Dean Witter 1989 - 1997
Citibank August 1984 - August 1989
E F Hutton July 1981 - August 1984
Skills
Risk Management, Vendor Management, Asset Managment, Help Desk Support, IT Strategy, Business Analysis, ITIL, Project Management, Budgets, Data Center, Management, Windows Server, IT Management, Information Technology, Networking, Outsourcing, Software Documentation, Technical Support, Training, Disaster Recovery, Integration, Management Consulting, Asset Management, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
New York University 1979 — 1983
BS, Computer Applications and Information Systems
The Segal Company April 2012 - Present
TechTime Consulting 2008 - April 2012
Morgan Stanley 1997 - 2008
Dean Witter 1989 - 1997
Citibank August 1984 - August 1989
E F Hutton July 1981 - August 1984
Skills
Risk Management, Vendor Management, Asset Managment, Help Desk Support, IT Strategy, Business Analysis, ITIL, Project Management, Budgets, Data Center, Management, Windows Server, IT Management, Information Technology, Networking, Outsourcing, Software Documentation, Technical Support, Training, Disaster Recovery, Integration, Management Consulting, Asset Management, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Finance
New York University 1979 — 1983
BS, Computer Applications and Information Systems
Matt Burnette's E F Hutton Experience 1975 - 1977
Job Broker 904 387 6288
Industry Real Estate
Experience
Matt Burnette, Broker 2011 - Present
Matt Burnette & Company 1981 - 2006
E. F. Hutton 1975 - 1977
Oppenheimer Industries, Inc 1972 - 1975
Alexander-Smith Academy 1970 - 1972
Education
University of Missouri-Kansas City 1970 — 1972
BA, English, Economics
Matt Burnette, Broker 2011 - Present
Matt Burnette & Company 1981 - 2006
E. F. Hutton 1975 - 1977
Oppenheimer Industries, Inc 1972 - 1975
Alexander-Smith Academy 1970 - 1972
Education
University of Missouri-Kansas City 1970 — 1972
BA, English, Economics
Annette Compton's E F Hutton Experience January 1983 - December 1986
Job Graphic Designer and Marketing Specialist
Industry Graphic Design
Experience
Saint-Gaudens Memorial January 2011 - Present
Compton ART April 1987 - Present
Vital Communities 2009 - 2010
Tea Dragon Films 2007 - 2008
Woodstock Area Chamber of Commerce April 2005 - October 2007
E. F. Hutton January 1983 - December 1986
Skills
Print Production..., Adobe Creative Suite, Digital Photography, Copywriting
Education
School of Visual Arts 1993 — 1995
Dartmouth College 1980 — 1980
Theater
Wheaton College (MA) 1977 — 1980
BA, Art History & Theater
National Theater Institute 1979 — 1979
Theater
Saint-Gaudens Memorial January 2011 - Present
Compton ART April 1987 - Present
Vital Communities 2009 - 2010
Tea Dragon Films 2007 - 2008
Woodstock Area Chamber of Commerce April 2005 - October 2007
E. F. Hutton January 1983 - December 1986
Skills
Print Production..., Adobe Creative Suite, Digital Photography, Copywriting
Education
School of Visual Arts 1993 — 1995
Dartmouth College 1980 — 1980
Theater
Wheaton College (MA) 1977 — 1980
BA, Art History & Theater
National Theater Institute 1979 — 1979
Theater
Jay Wommack's E F Hutton Experience 1986 - 1990
Job CEO at Vertical Alliance Group, Inc.
Industry Information Technology and Services
Experience
Vertical Alliance Group, Inc. 1999 - Present
e f hutton 1986 - 1990
Eppler Guerin and Turner 1984 - 1986
Skills
Transportation, Online Advertising, Public Speaking, Sales, Contract Negotiation, Team Building, Negotiation, Sales Management, Start-ups, New Business Development, Strategic Planning, Selling, Marketing Strategy, Operations Management, Business Development, Customer Service, Leadership, Management
Education
Hendrix College 1974 — 1978
Bachelor’s Degree, Economics & Accounting
Southern Methodist University 1976 — 1977
Film
Baylor School, TN 1972 — 1974
Vertical Alliance Group, Inc. 1999 - Present
e f hutton 1986 - 1990
Eppler Guerin and Turner 1984 - 1986
Skills
Transportation, Online Advertising, Public Speaking, Sales, Contract Negotiation, Team Building, Negotiation, Sales Management, Start-ups, New Business Development, Strategic Planning, Selling, Marketing Strategy, Operations Management, Business Development, Customer Service, Leadership, Management
Education
Hendrix College 1974 — 1978
Bachelor’s Degree, Economics & Accounting
Southern Methodist University 1976 — 1977
Film
Baylor School, TN 1972 — 1974
Jack Bechta's E F Hutton Experience August 1985 - October 1989
Job owner of JB Sports/NationalFootballPost>com
Industry Sports
Experience
National Football Post 2008 - Present
JB Sports/ Reign Net Media November 1991 - Present
National Football League 1986 - Present
Kidder Peabody October 1989 - December 1991
E F Hutton August 1985 - October 1989
Skills
Sports, Football, Sports Management, Sponsorship, Athletics, Baseball, NFL, Social Media, Public Relations, Event Management, Social Media Marketing, Public Speaking, Athlete Representation, Facebook, Professional Sports, Marketing Communications, Television, Sports Coaching, Marketing, Media Relations, Sports Law, Sports Writing, Sports Media, Scouting
Education
Texas A&M University-Kingsville 1981 — 1985
BBA, Finance, Real Estate
Texas A&M University-Kingsville
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
National Football Post 2008 - Present
JB Sports/ Reign Net Media November 1991 - Present
National Football League 1986 - Present
Kidder Peabody October 1989 - December 1991
E F Hutton August 1985 - October 1989
Skills
Sports, Football, Sports Management, Sponsorship, Athletics, Baseball, NFL, Social Media, Public Relations, Event Management, Social Media Marketing, Public Speaking, Athlete Representation, Facebook, Professional Sports, Marketing Communications, Television, Sports Coaching, Marketing, Media Relations, Sports Law, Sports Writing, Sports Media, Scouting
Education
Texas A&M University-Kingsville 1981 — 1985
BBA, Finance, Real Estate
Texas A&M University-Kingsville
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Marshall Nachbar's E F Hutton Experience 1984 - 1988
Job Attorney at Law at Marshall J. Nachbar
Industry Financial Services
Experience
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Marshall J. Nachbar March 2008 - Present
UBS Financial Services Inc. July 2004 - November 2007
Prudential Securities Incorporated May 1991 - June 2004
prudential securitites 1991 - 2004
Prudential Financial 1991 - 2004
PaineWebber Incorporated May 1988 - May 1991
EF Hutton & Co. Inc. April 1984 - May 1991
E F Hutton 1984 - 1988
Skills
Securities, FINRA, Series 7, AML, Series 24, Mutual Funds, Hedge Funds, Asset Managment, Equities, Series 63, Capital Markets, Asset Management, Financial Services, Estate Planning, Corporate Law, Estate Tax Planning, Arbitration, Finance, Wills, Trusts, Mediation, Corporate Governance, Legal Writing, Courts, Due Diligence, Private Equity, Financial Advisory, Mergers & Acquisitions, Financial Regulation, Alternative Investments, Securities Litigation, OFAC
Education
Long Island University 1996 — 2001
MS, Library and Information Science
Cleveland State University - Cleveland-Marshall College of Law 1969 — 1972
JD, Law
New York University 1963 — 1967
BA, History
Frances A. Root, CFA's E F Hutton Experience October 1980 - September 1985
Job Director/Senior Portfolio Manager at Citigroup
Industry Investment Management
Experience
Citigroup Director/Senior Portfolio ManagerEPAM/Wachovia Wealth Management2001 - 2005
Smith Barney Asset Managment June 1992 - March 2001
Shearson Lehman Hutton September 1985 - June 1992
E. F. Hutton October 1980 - September 1985
Skills
Portfolio Management, Wealth Management, Equities, Asset Allocation, Wealth Management..., Asset Management, Investment Management, Investments, Investment Strategies, Series 7, Asset Managment, Hedge Funds, Fixed Income, Equity Management, Series 24, Alternative Investments, Endowments, Series 63, Series 65
Education
Sweet Briar College 1976 — 1980
B.A., American History & Literature
Citigroup Director/Senior Portfolio ManagerEPAM/Wachovia Wealth Management2001 - 2005
Smith Barney Asset Managment June 1992 - March 2001
Shearson Lehman Hutton September 1985 - June 1992
E. F. Hutton October 1980 - September 1985
Skills
Portfolio Management, Wealth Management, Equities, Asset Allocation, Wealth Management..., Asset Management, Investment Management, Investments, Investment Strategies, Series 7, Asset Managment, Hedge Funds, Fixed Income, Equity Management, Series 24, Alternative Investments, Endowments, Series 63, Series 65
Education
Sweet Briar College 1976 — 1980
B.A., American History & Literature
Don Glanz's E F Hutton Experience 1983 - 1989
Job Owner at North American Commercial Group
Industry Environmental Services
Experience
Don R. Glanz, Energy Consultant January 2007 - Present
North American Commercial Group 2007 - Present
National Realty Associates 1998 - 2005
E. F. Hutton 1983 - 1989
Skills
Sales, Marketing, New Business Development, Investment Properties, Sales Management, Marketing Strategy, Management, Sellers, Strategic Planning, Investors
Education
American Appraisal Institute 1973 — 1974
Real Estate Appraisal
Officers Candidate School 1966 — 1967
2nd Lt., Engineering
Chicago-Kent College of Law, Illinois Institute of Technology 1964 — 1966
Law
University of Colorado Boulder 1960 — 1964
Bachelor of Arts (B.A.)
Don R. Glanz, Energy Consultant January 2007 - Present
North American Commercial Group 2007 - Present
National Realty Associates 1998 - 2005
E. F. Hutton 1983 - 1989
Skills
Sales, Marketing, New Business Development, Investment Properties, Sales Management, Marketing Strategy, Management, Sellers, Strategic Planning, Investors
Education
American Appraisal Institute 1973 — 1974
Real Estate Appraisal
Officers Candidate School 1966 — 1967
2nd Lt., Engineering
Chicago-Kent College of Law, Illinois Institute of Technology 1964 — 1966
Law
University of Colorado Boulder 1960 — 1964
Bachelor of Arts (B.A.)
Kimberly Dodge Pettit's E F Hutton Experience 1984 - 1985
Job Sr. Project Manager at Essex Group Management Corp.
Industry Real Estate
Experience
Essex Group Management Corp. August 1997 - Present
Pettit Design Assocs./Housewrights 1992 - 1997
Childrens Playgrounds/Childlife 1990 - 1992
Dean Tucker Shaw Architects 1988 - 1990
Developmental Resources 1986 - 1988
F. Schumacher & Co. 1985 - 1986
E. F. Hutton 1984 - 1985
Education
Boston Architectural College 1987 — 1989
B.Arch. program, Architecture
Dartmouth College 1980 — 1984
BA, Economics, Art History
Essex Group Management Corp. August 1997 - Present
Pettit Design Assocs./Housewrights 1992 - 1997
Childrens Playgrounds/Childlife 1990 - 1992
Dean Tucker Shaw Architects 1988 - 1990
Developmental Resources 1986 - 1988
F. Schumacher & Co. 1985 - 1986
E. F. Hutton 1984 - 1985
Education
Boston Architectural College 1987 — 1989
B.Arch. program, Architecture
Dartmouth College 1980 — 1984
BA, Economics, Art History
Bud Burrell's E F Hutton Experience 1978 - 1979
Job President at Quantum Matrix
Industry Financial Services
Experience
Quantum Matrix May 1985 - Present
Quantum Matrix 1985 - 2012
IME 2010 - 2011
WFFT 1999 - 2000
Dean Witter September 1980 - August 1983
First Boston Corporation June 1979 - September 1980
E. F. Hutton 1978 - 1979
White, Weld and Company April 1974 - April 1976
Bache and Co. August 1973 - August 1974
Skills
Investments, Private Equity, Financial Planners, Venture Capital, Asset Managment, Mergers, Due Diligence, Financial Modeling, Business Strategy, Corporate Finance, Business Planning, Valuation, Start-ups, Entrepreneurship, Corporate Development, Mergers & Acquisitions, New Business Development, Negotiation, Strategy, Strategic Planning, Investment Banking, Portfolio Management, Finance, Options, Business Development, Executive Management, Asset Management, Risk Management, Financial Analysis, Management Consulting, Securities, Strategic Financial..., Restructuring, Financial Services, Funding, Emerging Markets, Strategic Partnerships, Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, IPO, Trading, Equities, Management, Financial Advisory, Private Placements, Investment Strategies, Financial Markets, Equity Research
Education
Univ of Kentucky, Georgia State University. 1971 — 1972
U.S. Military Academy 1964 — 1968
BS, General Engineering, Cultural and Historical Electives.
United States Military Academy at West Point 1964 — 1968
BS, General Engineering
Quantum Matrix May 1985 - Present
Quantum Matrix 1985 - 2012
IME 2010 - 2011
WFFT 1999 - 2000
Dean Witter September 1980 - August 1983
First Boston Corporation June 1979 - September 1980
E. F. Hutton 1978 - 1979
White, Weld and Company April 1974 - April 1976
Bache and Co. August 1973 - August 1974
Skills
Investments, Private Equity, Financial Planners, Venture Capital, Asset Managment, Mergers, Due Diligence, Financial Modeling, Business Strategy, Corporate Finance, Business Planning, Valuation, Start-ups, Entrepreneurship, Corporate Development, Mergers & Acquisitions, New Business Development, Negotiation, Strategy, Strategic Planning, Investment Banking, Portfolio Management, Finance, Options, Business Development, Executive Management, Asset Management, Risk Management, Financial Analysis, Management Consulting, Securities, Strategic Financial..., Restructuring, Financial Services, Funding, Emerging Markets, Strategic Partnerships, Investor Relations, Hedge Funds, Alternative Investments, Capital Markets, IPO, Trading, Equities, Management, Financial Advisory, Private Placements, Investment Strategies, Financial Markets, Equity Research
Education
Univ of Kentucky, Georgia State University. 1971 — 1972
U.S. Military Academy 1964 — 1968
BS, General Engineering, Cultural and Historical Electives.
United States Military Academy at West Point 1964 — 1968
BS, General Engineering
Patrick Loftus's E F Hutton Experience January 1981 - June 1983
Job at Falmouth Commodores Cape Cod Baseball League
Industry Financial Services
Experience
Falmouth Commodores Cape Cod Baseball League June 2006 - Present
New York Board of Trade October 1985 - September 1998
Wagner. Stott July 1983 - September 1985
E F Hutton January 1981 - June 1983
United States Marine Corps September 1975 - May 1981
Skills
Editing, Public Speaking, Press Releases
Education
John Carroll University 1971 — 1975
BA, English
St. Benedict's Prep 1967 — 1971
Bachelor's degree, English Language and Literature/Letters
Falmouth Commodores Cape Cod Baseball League June 2006 - Present
New York Board of Trade October 1985 - September 1998
Wagner. Stott July 1983 - September 1985
E F Hutton January 1981 - June 1983
United States Marine Corps September 1975 - May 1981
Skills
Editing, Public Speaking, Press Releases
Education
John Carroll University 1971 — 1975
BA, English
St. Benedict's Prep 1967 — 1971
Bachelor's degree, English Language and Literature/Letters
Mick (Michael) Scheid's E F Hutton Experience 1976 - 1977
Job Consumer Goods Professional
Industry Consumer Goods
Experience
Kraft Foods October 1979 - December 2009
Oscar Mayer 1979 - 2008
John Morrell & Co October 1977 - October 1979
E F Hutton 1976 - 1977
Wolsey Public Schools August 1974 - May 1976
Education
The University of South Dakota 1970 — 1974
BS, Political Science, History Major & Education Minor
Kraft Foods October 1979 - December 2009
Oscar Mayer 1979 - 2008
John Morrell & Co October 1977 - October 1979
E F Hutton 1976 - 1977
Wolsey Public Schools August 1974 - May 1976
Education
The University of South Dakota 1970 — 1974
BS, Political Science, History Major & Education Minor
Jay Joliat's E F Hutton Experience March 1979 - September 1984
Job Director
Industry Investment Management
Experience
Earthstone Resources, Inc. December 2014 - Present
Joliat & Company, Inc. October 1988 - Present
Joliat Ventures, LLC January 1988 - Present
Joliat Enterprises, LLC January 1988 - Present
Sign of the Beefcarver Restaurants, Inc. January 1981 - Present
Fieldstone Village Development, LLC January 2001 - Present
Georesources, Inc. (NASDAQ: GEOI) April 2007 - August 2012
Linsco Private Ledger October 1988 - August 1994
Dean Witter Reynolds, Inc. September 1984 - July 1988
E. F. Hutton March 1979 - September 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Mergers, Business Planning, Emerging Markets, Investments, Investment Banking, Hedge Funds, Due Diligence, Management, Real Estate, Portfolio Management, Equities, Trading, Mergers & Acquisitions, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1981 — 1981
Investment Analyst, Finance and Financial Management Services, Certified Investment Management Analyst (CIMA) Award
Oakland University 1979 — 1981
BS+, Finance/Management, Honor Graduate
University of Southern California 1977 — 1978
Human Physiology / Physics
Central Michigan University 1974 — 1977
Human Physiology/Physics
Brother Rice High School 1970 — 1974
High School
Earthstone Resources, Inc. December 2014 - Present
Joliat & Company, Inc. October 1988 - Present
Joliat Ventures, LLC January 1988 - Present
Joliat Enterprises, LLC January 1988 - Present
Sign of the Beefcarver Restaurants, Inc. January 1981 - Present
Fieldstone Village Development, LLC January 2001 - Present
Georesources, Inc. (NASDAQ: GEOI) April 2007 - August 2012
Linsco Private Ledger October 1988 - August 1994
Dean Witter Reynolds, Inc. September 1984 - July 1988
E. F. Hutton March 1979 - September 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Mergers, Business Planning, Emerging Markets, Investments, Investment Banking, Hedge Funds, Due Diligence, Management, Real Estate, Portfolio Management, Equities, Trading, Mergers & Acquisitions, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1981 — 1981
Investment Analyst, Finance and Financial Management Services, Certified Investment Management Analyst (CIMA) Award
Oakland University 1979 — 1981
BS+, Finance/Management, Honor Graduate
University of Southern California 1977 — 1978
Human Physiology / Physics
Central Michigan University 1974 — 1977
Human Physiology/Physics
Brother Rice High School 1970 — 1974
High School
Stephen R. Kareta's E F Hutton Experience February 1983 - November 1987
Job Vice President Sales / Business Development at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. Vice President SalesMerrill LynchFebruary 2006 - September 2006
Paine Webber November 1987 - September 1996
E F Hutton February 1983 - November 1987
Education
Bentley University 1973 — 1977
BS, Accounting / Economics
Foothill Securities, Inc. Vice President SalesMerrill LynchFebruary 2006 - September 2006
Paine Webber November 1987 - September 1996
E F Hutton February 1983 - November 1987
Education
Bentley University 1973 — 1977
BS, Accounting / Economics
Raymond Luthi's E F Hutton Experience 1970 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 1991 - 2008
E. F. Hutton 1970 - 1988
Education
Baruch College, City University of New York (CUNY) 1975 — 1978
MBA, Management
Ohio Wesleyan University 1966 — 1970
BA, English
Bear Stearns 1991 - 2008
E. F. Hutton 1970 - 1988
Education
Baruch College, City University of New York (CUNY) 1975 — 1978
MBA, Management
Ohio Wesleyan University 1966 — 1970
BA, English
Jack Holker's E F Hutton Experience 1981 - 1984
Job Owner of Holker Consulting
Industry Professional Training & Coaching
Experience
Holker Consulting 2001 - Present
Brady Group 1994 - 2001
Inacom Communications 1993 - 1994
AT&T 1988 - 1993
Piper, Jaffray & Hopwood 1986 - 1987
Shearson Lehman Brothers 1984 - 1986
E. F. Hutton 1981 - 1984
Skills
Leadership Development, Strategic Planning, Coaching, Public Speaking, Leadership, Telecommunications, Business Strategy, Start-ups, Team Building, Strategy, Entrepreneurship, Business Development, Sales, Business Planning, Small Business, Marketing Strategy, New Business Development
Education
Brigham Young University 1977 — 1981
BS, Business Management-Finance
Ricks College 1973 — 1974
Holker Consulting 2001 - Present
Brady Group 1994 - 2001
Inacom Communications 1993 - 1994
AT&T 1988 - 1993
Piper, Jaffray & Hopwood 1986 - 1987
Shearson Lehman Brothers 1984 - 1986
E. F. Hutton 1981 - 1984
Skills
Leadership Development, Strategic Planning, Coaching, Public Speaking, Leadership, Telecommunications, Business Strategy, Start-ups, Team Building, Strategy, Entrepreneurship, Business Development, Sales, Business Planning, Small Business, Marketing Strategy, New Business Development
Education
Brigham Young University 1977 — 1981
BS, Business Management-Finance
Ricks College 1973 — 1974
Margaret Render's E F Hutton Experience 1984 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
San Francisco Bay Area Customer Service RepresentativeInternal Revenue Service2013 - Present
Matrix Association Management 2009 - 2011
The Mortgage Acquisition Company 2009 - 2009
Greenwich 2006 - 2007
Greenwich 2006 - 2007
Inverness Real Estate Investments 2003 - 2006
Bridger Commercial Funding 2002 - 2004
E. F. Hutton 1984 - 1986
MGIC Indemnity Company 1981 - 1984
Skills
Due Diligence, Credit, Private Equity, Banking, Loans, Financial Services, Underwriting, Real Estate, Accounting, Asset Management, Commercial Real Estate, Financial Reporting, Investments, Securities, Cash Management
Education
Bradley University
Bachelor of Arts (B.A.)
DePaul University - Charles H. Kellstadt Graduate School of Business
Institute for American Universities
San Francisco Bay Area Customer Service RepresentativeInternal Revenue Service2013 - Present
Matrix Association Management 2009 - 2011
The Mortgage Acquisition Company 2009 - 2009
Greenwich 2006 - 2007
Greenwich 2006 - 2007
Inverness Real Estate Investments 2003 - 2006
Bridger Commercial Funding 2002 - 2004
E. F. Hutton 1984 - 1986
MGIC Indemnity Company 1981 - 1984
Skills
Due Diligence, Credit, Private Equity, Banking, Loans, Financial Services, Underwriting, Real Estate, Accounting, Asset Management, Commercial Real Estate, Financial Reporting, Investments, Securities, Cash Management
Education
Bradley University
Bachelor of Arts (B.A.)
DePaul University - Charles H. Kellstadt Graduate School of Business
Institute for American Universities
Elliott Oldak's E F Hutton Experience January 1975 - December 1976
Job Repair General Supervisor at Small Craft Facility, USNA, Annapolis, MD
Industry Maritime
Experience
Small Craft Facility, USNA, Annapolis, MD August 1977 - August 2013
E F Hutton January 1975 - December 1976
Skills
Military, Microsoft Office, Shipping, Logistics, Negotiation, Project Management, Training, Business Strategy, Strategic Planning, Management, New Business Development, Leadership
Education
Adelphi University 1970 — 1972
MBA, General Management, Organizational Behavior
University of Bridgeport 1963 — 1966
BS, Economics, Marketing
Small Craft Facility, USNA, Annapolis, MD August 1977 - August 2013
E F Hutton January 1975 - December 1976
Skills
Military, Microsoft Office, Shipping, Logistics, Negotiation, Project Management, Training, Business Strategy, Strategic Planning, Management, New Business Development, Leadership
Education
Adelphi University 1970 — 1972
MBA, General Management, Organizational Behavior
University of Bridgeport 1963 — 1966
BS, Economics, Marketing
Robert Obst's E F Hutton Experience 1982 - 1986
Job Senior Life Underwriter at AAA Life Insurance Company
Industry Insurance
Experience
AAA Life Insurance Company SeniorE F Hutton Life1982 - 1986
E F Hutton Life 1982 - 1986
e f hutton 1982 - 1986
Skills
Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Insurance, Reinsurance, Long-term Care, General Insurance, Health Insurance, Property & Casualty..., Claims Management, Fixed Annuities, Risk Management, Brokers, Casualty, Commercial Insurance, Critical Illness
Education
Northeastern Illinois University 1972 — 1974
BA, History
AAA Life Insurance Company SeniorE F Hutton Life1982 - 1986
E F Hutton Life 1982 - 1986
e f hutton 1982 - 1986
Skills
Underwriting, Life Insurance, Disability Insurance, Term Life Insurance, Whole Life, Universal Life, Insurance, Reinsurance, Long-term Care, General Insurance, Health Insurance, Property & Casualty..., Claims Management, Fixed Annuities, Risk Management, Brokers, Casualty, Commercial Insurance, Critical Illness
Education
Northeastern Illinois University 1972 — 1974
BA, History
Larry H. Beisel, Jr.'s E F Hutton Experience February 1984 - January 1989
Job First Vice President, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 1995 - Present
A G Edwards January 1989 - June 1995
E F Hutton February 1984 - January 1989
Procter & Gamble 1979 - 1984
Skills
Team Building, Coaching, Management, Customer Service, Public Speaking, Project Management, Strategic Planning, Sales, Sales Management, Leadership, New Business Development, Marketing, Operations Management, Microsoft Excel, Finance
Education
Georgia Institute of Technology 1974 — 1979
BS, Industrial Management
Wells Fargo Advisors LLC June 1995 - Present
A G Edwards January 1989 - June 1995
E F Hutton February 1984 - January 1989
Procter & Gamble 1979 - 1984
Skills
Team Building, Coaching, Management, Customer Service, Public Speaking, Project Management, Strategic Planning, Sales, Sales Management, Leadership, New Business Development, Marketing, Operations Management, Microsoft Excel, Finance
Education
Georgia Institute of Technology 1974 — 1979
BS, Industrial Management
Cathy Lusk's E F Hutton Experience May 1979 - May 1990
Job First Vice President and Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
RETIRED as of June1, 2015 June 2015 - Present
UBS Wealth Management May 1990 - Present
E F Hutton May 1979 - May 1990
Education
Texas A&M University-Kingsville 1963 — 1965
BBa, General Business
RETIRED as of June1, 2015 June 2015 - Present
UBS Wealth Management May 1990 - Present
E F Hutton May 1979 - May 1990
Education
Texas A&M University-Kingsville 1963 — 1965
BBa, General Business
Ben Di Rienzo's E F Hutton Experience February 1985 - March 1987
Job Administrative Assistant Village Care Rehabilitation and Nursing Center
Industry Hospital & Health Care
Experience
village Care Rehabilitation and Nursing Center September 2010 - Present
Atria Senior Living Group March 2007 - February 2010
Atria Senior Living Group February 2004 - March 2007
HTA of New York, INC. July 2000 - October 2003
First Health Service Corporation November 1998 - July 2000
First Heath Service Corporation February 1998 - October 1998
Empire Blue Cross and Blue Shield September 1996 - February 1998
Empire Blue Cross and Blue Shield March 1989 - March 1996
Tucker Anthony and R. L. Day March 1987 - March 1989
E. F. Hutton February 1985 - March 1987
Skills
Accounts Payable, Accounts Receivable, Employee Relations, Staff Management, Scheduling, Process Scheduler, Analysis, Payroll, Management, Leadership, Human Resources
Education
City University of New York-College of Staten Island 1980 — 1982
village Care Rehabilitation and Nursing Center September 2010 - Present
Atria Senior Living Group March 2007 - February 2010
Atria Senior Living Group February 2004 - March 2007
HTA of New York, INC. July 2000 - October 2003
First Health Service Corporation November 1998 - July 2000
First Heath Service Corporation February 1998 - October 1998
Empire Blue Cross and Blue Shield September 1996 - February 1998
Empire Blue Cross and Blue Shield March 1989 - March 1996
Tucker Anthony and R. L. Day March 1987 - March 1989
E. F. Hutton February 1985 - March 1987
Skills
Accounts Payable, Accounts Receivable, Employee Relations, Staff Management, Scheduling, Process Scheduler, Analysis, Payroll, Management, Leadership, Human Resources
Education
City University of New York-College of Staten Island 1980 — 1982
Leigh Roberts's E F Hutton Experience 1985 - 1987
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
Donal Mastrangelo's E F Hutton Experience September 1986 - August 1988
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
Guggenheim Investments September 2011 - March 2012
NorthRoad Capital Management 2002 - October 2011
Lazard Freres & Co. LLC July 1995 - July 2002
Xerox Corporation September 1988 - July 1995
E F Hutton September 1986 - August 1988
Covenant House 1982 - 1983
Skills
CIMA, Asset Management, Equities, Investments, Portfolio Management, Trading
Education
Hamilton College 1984 — 1984
BA, English
Delbarton School 1975 — 1980
Guggenheim Investments September 2011 - Present
Guggenheim Investments September 2011 - March 2012
NorthRoad Capital Management 2002 - October 2011
Lazard Freres & Co. LLC July 1995 - July 2002
Xerox Corporation September 1988 - July 1995
E F Hutton September 1986 - August 1988
Covenant House 1982 - 1983
Skills
CIMA, Asset Management, Equities, Investments, Portfolio Management, Trading
Education
Hamilton College 1984 — 1984
BA, English
Delbarton School 1975 — 1980
James Burian, CFP®'s E F Hutton Experience September 1978 - June 1982
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Christopher Langguth CMT's E F Hutton Experience January 1986 - January 1987
Job Owner at Technichris Corporation
Industry Mining & Metals
Experience
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
Technichris Corporation October 2000 - Present
Mitsui Bussan Commodities 1992 - 2000
Merrill Lynch 1989 - 1992
Dean Witter Reynolds June 1988 - June 1989
Paine Webber January 1987 - June 1988
E F Hutton January 1986 - January 1987
Non Ferrous Intl. subsidary of Mitsubishi International March 1984 - January 1986
Gill & Duffus Commodities September 1983 - March 1984
Johnson Matthey & Wallace March 1983 - September 1983
Drexel Burnham Lambert 1978 - 1983
Skills
Commodity, Metals, Aluminum, Hedging, Mining, Trading, Gold, Commodity Markets, Steel, Minerals, Options, Derivatives, Metallurgy, Coal, Risk Management, Business Strategy, International Trade, Negotiation, Hedge Funds, Investments, International Business, Base Metals, Bonds, Precious Metals, Technical Analysis, Financial Risk, Brokerage, Finance, Trading Systems, Financial Markets, Alternative Investments, FX Options, Capital Markets, Investment Banking, Private Equity, Equities, Due Diligence, Asset Management, Valuation, Corporate Finance, Financial Modeling, Fixed Income, Securities, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Traders, Economics, Proprietary Trading, Portfolio Management
Education
NYU 1966 — 1971
Bachelor of Science
New York University 1966 — 1971
Bachelor of Science (B.S.), Accounting
David Barford's E F Hutton Experience September 1977 - April 1984
Job Executive Systems Analyst, IT Staff, Voluntary Benefit Solutions, Trustmark Insurance Company
Industry Insurance
Experience
Trustmark Life Insurance Company April 1984 - Present
E. F. Hutton September 1977 - April 1984
United States Army Reserve November 1972 - September 1974
Skills
Microsoft Office, Insurance, Leadership, Customer Service
Education
University of Illinois at Urbana-Champaign 1969 — 1980
Doctor of Musical Arts (D.M.A.), Performance, French Horn
Trustmark Life Insurance Company April 1984 - Present
E. F. Hutton September 1977 - April 1984
United States Army Reserve November 1972 - September 1974
Skills
Microsoft Office, Insurance, Leadership, Customer Service
Education
University of Illinois at Urbana-Champaign 1969 — 1980
Doctor of Musical Arts (D.M.A.), Performance, French Horn
Kurt Ritter's E F Hutton Experience 1985 - 1989
Job Regional Director Business Development Strategic Sales with TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2009 - Present
Land Group Real Estate, L.L.C. 2006 - 2009
MetLife 2003 - 2005
Nationwide Retirement Solutions 2000 - 2003
MetLife 1998 - 1999
MetLife 1995 - 1998
MetLife 1991 - 1994
MetLife 1989 - 1991
E F Hutton 1985 - 1989
Education
Iowa State University - College of Business 1974 — 1978
Bachelors, Business
TIAA-CREF 2009 - Present
Land Group Real Estate, L.L.C. 2006 - 2009
MetLife 2003 - 2005
Nationwide Retirement Solutions 2000 - 2003
MetLife 1998 - 1999
MetLife 1995 - 1998
MetLife 1991 - 1994
MetLife 1989 - 1991
E F Hutton 1985 - 1989
Education
Iowa State University - College of Business 1974 — 1978
Bachelors, Business
Candice Rhinehart's E F Hutton Experience March 1975 - February 1988
Job Accounts Receivable/Dispatcher at Arvada Globe Trucking
Industry Transportation/Trucking/Railroad
Experience
Arvada Globe Trucking June 2000 - Present
J C Trucking February 2000 - June 2000
Koppers Inc. April 1989 - February 2000
E F Hutton March 1975 - February 1988
Education
Metropolitan State College of Denver 1967 — 1969
Police Science & Psychology
George Washington High School 1963 — 1966
Arvada Globe Trucking June 2000 - Present
J C Trucking February 2000 - June 2000
Koppers Inc. April 1989 - February 2000
E F Hutton March 1975 - February 1988
Education
Metropolitan State College of Denver 1967 — 1969
Police Science & Psychology
George Washington High School 1963 — 1966
Maria Goodrich's E F Hutton Experience October 1986 - January 1988
Job Education
Industry Education Management
Experience
Delaware Valley S.D August 2010 - Present
Delaware Valley School DIstrict 2003 - Present
Delaware Valley S.D February 2003 - June 2010
Wallkill Central S.D March 2000 - June 2002
Publishers Clearing House November 1993 - November 1996
Tomen America Inc May 1988 - May 1993
E. F. Hutton October 1986 - January 1988
Pioneer Savings & Loan November 1983 - October 1986
Skills
Microsoft Office, Video Conferencing, Typing, School Library Media, Administrative..., Customer Service
Education
St Johns University Queens NY 1982 — 1986
Bachelor's degree, Business Management
St. John's University 1982 — 1986
Bachelor of Science, Business Management
Delaware Valley S.D August 2010 - Present
Delaware Valley School DIstrict 2003 - Present
Delaware Valley S.D February 2003 - June 2010
Wallkill Central S.D March 2000 - June 2002
Publishers Clearing House November 1993 - November 1996
Tomen America Inc May 1988 - May 1993
E. F. Hutton October 1986 - January 1988
Pioneer Savings & Loan November 1983 - October 1986
Skills
Microsoft Office, Video Conferencing, Typing, School Library Media, Administrative..., Customer Service
Education
St Johns University Queens NY 1982 — 1986
Bachelor's degree, Business Management
St. John's University 1982 — 1986
Bachelor of Science, Business Management
Kathleen Goor's E F Hutton Experience June 1981 - September 1984
Job Owner
Industry Consumer Services
Experience
Kathleen's Learn & Play January 1997 - Present
Dean Witter Reynolds, Inc. November 1987 - December 1996
Kidder Peabody October 1984 - November 1987
E. F. Hutton June 1981 - September 1984
Education
Augsburg College 1979 — 1981
Communication and Media Studies
Golden Valley Lutheran College 1977 — 1979
Associate of Arts (A.A.), Music
Kathleen's Learn & Play January 1997 - Present
Dean Witter Reynolds, Inc. November 1987 - December 1996
Kidder Peabody October 1984 - November 1987
E. F. Hutton June 1981 - September 1984
Education
Augsburg College 1979 — 1981
Communication and Media Studies
Golden Valley Lutheran College 1977 — 1979
Associate of Arts (A.A.), Music
Richard P. Moss's E F Hutton Experience January 1984 - April 1985
Job General Manager \ COO at Shannopin Country Club
Industry Hospitality
Experience
Shannopin Country Club April 2014 - Present
New Castle Country Club June 1986 - March 2014
New Castle Country Club June 1986 - 2014
Butler Country Club January 1996 - June 1997
E. F. Hutton January 1984 - April 1985
Clayton Brokerage of St. Louis January 1981 - January 1985
Skills
Food & Beverage, Hospitality Management, Hospitality Industry, Hospitality, Banquets, Restaurants, Catering, P&L, Golf, Wine, Golf Courses, Club, Event Management, Budgets, Golf Course Management, Country Club Management
Education
Miami University 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Thiel College, Greenville, PA
Accounting and Business/Management, Dean's List
Shannopin Country Club April 2014 - Present
New Castle Country Club June 1986 - March 2014
New Castle Country Club June 1986 - 2014
Butler Country Club January 1996 - June 1997
E. F. Hutton January 1984 - April 1985
Clayton Brokerage of St. Louis January 1981 - January 1985
Skills
Food & Beverage, Hospitality Management, Hospitality Industry, Hospitality, Banquets, Restaurants, Catering, P&L, Golf, Wine, Golf Courses, Club, Event Management, Budgets, Golf Course Management, Country Club Management
Education
Miami University 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Thiel College, Greenville, PA
Accounting and Business/Management, Dean's List
EF Hutton
Nest Seekers International
EF Hutton & Company
E.F. HUTTON & CO.
Nestseekers International
E.F.Hutton
nestseekers