EF 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
EF Hutton List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at EF Hutton. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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EF Hutton Employees
Employee
Years
Job
Industry
Raymond Amereno Raymond Amereno's EF Hutton Experience June 1984 - December 1987
Job Managing Director at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc September 1989 - Present
Chase Manhattan Corp 1988 - 1988
EF Hutton June 1984 - December 1987
Skills
Finance, Mortgage Analytics, Options, Options Strategies, Option Pricing Models, Macroeconomics, Microeconomics, Management, Equities, Baseball, Fixed Income, Bonds, Trading, Securities, Capital Markets, Bloomberg, Series 7, Investments, Hedge Funds, Portfolio Management, Asset Management, Derivatives
Education
SUNY at Buffalo 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
University at Buffalo
Bachelor's degree, Accounting and Finance
First Empire Securities, Inc September 1989 - Present
Chase Manhattan Corp 1988 - 1988
EF Hutton June 1984 - December 1987
Skills
Finance, Mortgage Analytics, Options, Options Strategies, Option Pricing Models, Macroeconomics, Microeconomics, Management, Equities, Baseball, Fixed Income, Bonds, Trading, Securities, Capital Markets, Bloomberg, Series 7, Investments, Hedge Funds, Portfolio Management, Asset Management, Derivatives
Education
SUNY at Buffalo 1980 — 1983
Bachelor of Science (BS), Accounting and Business/Management
University at Buffalo
Bachelor's degree, Accounting and Finance
Haley Morgan Haley Morgan's EF Hutton Experience January 1987 - August 1988
Job Financial Advisor at SWS Financial Services
Industry Financial Services
Experience
SWS Financial Services June 1997 - Present
Comerica Securities April 1991 - June 1997
Shearson Lehman Hutton April 1989 - December 1989
BofA Merrill Lynch August 1988 - January 1989
EF Hutton January 1987 - August 1988
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1982 — 1986
BBA
SWS Financial Services June 1997 - Present
Comerica Securities April 1991 - June 1997
Shearson Lehman Hutton April 1989 - December 1989
BofA Merrill Lynch August 1988 - January 1989
EF Hutton January 1987 - August 1988
Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis
Education
Southern Methodist University - Cox School of Business 1982 — 1986
BBA
Robert Rathbone Robert Rathbone's EF Hutton Experience 1981 - 1997
Job Investment Advisor at Rathbone Warwick Investment Management
Industry Financial Services
Experience
Rathbone Warwick Investment Management 1997 - Present
EF Hutton 1981 - 1997
Skills
Investments, Financial Advisory, Finance, Financial Services, Investment Management, Portfolio Management, Wealth Management, Asset Management, Financial Analysis, Management, Asset Allocation, Business Strategy, Securities, Equities, Investment Advisory, Corporate Finance, Private Equity, Strategic Planning, Asset Managment, Valuation, Mergers & Acquisitions, Real Estate
Education
University of Colorado at Boulder 1978 — 1981
BA, Economics
Rathbone Warwick Investment Management 1997 - Present
EF Hutton 1981 - 1997
Skills
Investments, Financial Advisory, Finance, Financial Services, Investment Management, Portfolio Management, Wealth Management, Asset Management, Financial Analysis, Management, Asset Allocation, Business Strategy, Securities, Equities, Investment Advisory, Corporate Finance, Private Equity, Strategic Planning, Asset Managment, Valuation, Mergers & Acquisitions, Real Estate
Education
University of Colorado at Boulder 1978 — 1981
BA, Economics
Ed Marcus Ed Marcus's EF Hutton Experience March 1976 - June 1988
Job
Industry Financial Services
Experience
UBS April 2005 - February 2014
Citi August 1989 - April 2004
E.F. Hutton March 1976 - June 1988
Skills
Margin Analysis, Microsoft Office, Equities, Customer Service, Windows, Banking, Short Options
Education
City Colleges of Chicago-Harry S Truman College
Associate of Arts (A.A.), Jornalism
Northeastern Illinois University
General Studies
Robert Emmet 5500 W Madison St
mather high school
UBS April 2005 - February 2014
Citi August 1989 - April 2004
E.F. Hutton March 1976 - June 1988
Skills
Margin Analysis, Microsoft Office, Equities, Customer Service, Windows, Banking, Short Options
Education
City Colleges of Chicago-Harry S Truman College
Associate of Arts (A.A.), Jornalism
Northeastern Illinois University
General Studies
Robert Emmet 5500 W Madison St
mather high school
Carl D'Antonio Carl D'Antonio's EF Hutton Experience August 1979 - September 1979
Job Senior Systems Programmer at United Parcel Service
Industry Information Technology and Services
Experience
UPS January 2013 - Present
United Parcel Service March 2001 - December 2012
United Parcel Service January 1994 - February 2001
United Parcel Service January 1989 - December 1993
ADP Dealer Services September 1979 - December 1988
EF Hutton August 1979 - September 1979
Skills
CICS, Fileaid, Business Requirements, Intertest, Mainframe, Process Improvement, Active Directory, JCL, MVS, Windows Server, Windows Services, z/OS, COBOL, Assembler, Omegamon, Output Management, Storage Management, OS/390, TCP/IP, Unix Operating Systems, UNIX utilities, Unix Shell Scripting, Unix Services, Basics of Unix, IBM Mainframe, VSAM, Disaster Recovery, SDLC, Software Documentation, Technical Support, Troubleshooting, Visio, Unix
Education
SUNY Orange 2002 — 2006
Accounting technician, Accounting and Business/Management, Associate
UPS January 2013 - Present
United Parcel Service March 2001 - December 2012
United Parcel Service January 1994 - February 2001
United Parcel Service January 1989 - December 1993
ADP Dealer Services September 1979 - December 1988
EF Hutton August 1979 - September 1979
Skills
CICS, Fileaid, Business Requirements, Intertest, Mainframe, Process Improvement, Active Directory, JCL, MVS, Windows Server, Windows Services, z/OS, COBOL, Assembler, Omegamon, Output Management, Storage Management, OS/390, TCP/IP, Unix Operating Systems, UNIX utilities, Unix Shell Scripting, Unix Services, Basics of Unix, IBM Mainframe, VSAM, Disaster Recovery, SDLC, Software Documentation, Technical Support, Troubleshooting, Visio, Unix
Education
SUNY Orange 2002 — 2006
Accounting technician, Accounting and Business/Management, Associate
Alicia Sia Alicia Sia's EF Hutton Experience 1980 - 1985
Job Sales and Marketing Manager at Mena Travel Centre
Industry Hospitality
Experience
Mena Travel Centre October 2013 - Present
Canadian Tire July 2012 - November 2012
Zellers October 2011 - July 2012
Golden Valley's Food Outlet Inc. February 2000 - August 2010
Equifax Canada 1998 - 2000
E.F. Hutton 1980 - 1985
Skills
Microsoft Office, Excellent customer..., Proficiency in using..., Demonstrated abilities..., GDS Apollo and Sabre, Tourism, Banking, Sales, Merchandising, Microsoft Excel, Customer Service, Accounts Receivable, Social Media, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Time Management, Research, Event Planning, Leadership, Team Leadership, Customer Satisfaction, Sabre, Team Building, Event Management, Leadership Development
Education
Centennial College
Hospitality, Tourism and Travel
University of the East
Bachelor of Business Administration (BBA), Accounting
Mena Travel Centre October 2013 - Present
Canadian Tire July 2012 - November 2012
Zellers October 2011 - July 2012
Golden Valley's Food Outlet Inc. February 2000 - August 2010
Equifax Canada 1998 - 2000
E.F. Hutton 1980 - 1985
Skills
Microsoft Office, Excellent customer..., Proficiency in using..., Demonstrated abilities..., GDS Apollo and Sabre, Tourism, Banking, Sales, Merchandising, Microsoft Excel, Customer Service, Accounts Receivable, Social Media, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Time Management, Research, Event Planning, Leadership, Team Leadership, Customer Satisfaction, Sabre, Team Building, Event Management, Leadership Development
Education
Centennial College
Hospitality, Tourism and Travel
University of the East
Bachelor of Business Administration (BBA), Accounting
Owen Russell Owen Russell's EF Hutton Experience 1985 - 1988
Job Director at Diabetes Prevention Project
Industry Health, Wellness and Fitness
Experience
Diabetes Prevention Project 2007 - Present
INVESTMENT ANALYTICS 1998 - 2005
EF HUTTON 1985 - 1988
Skills
Public Speaking, Strategic Planning, Entrepreneurship, Coaching, Wellness, Nutrition, Team Building, Social Media, Start-ups, Public Relations, Customer Service, New Business Development, Sales, Microsoft Office, Marketing, Analysis, Business Development, Management, Business Strategy, Leadership Development, Small Business, Strategy, Business Planning, Contract Negotiation, Leadership, Fundraising, Negotiation, Strategic Partnerships, Nonprofits, Social Networking, Program Management, Training, Marketing Strategy, Budgets, Management Consulting, Healthcare, Account Management, Event Planning, Alzheimer's Care, Alzheimer's disease, Online Marketing, Team Leadership, Social Media Marketing, Event Management, Organizational..., Executive Management, Marketing Communications, Sales Management, Diabetes, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 1967 — 1973
Accounting and Finance
ROME FREE ACADEMY 1965 — 1967
Diabetes Prevention Project 2007 - Present
INVESTMENT ANALYTICS 1998 - 2005
EF HUTTON 1985 - 1988
Skills
Public Speaking, Strategic Planning, Entrepreneurship, Coaching, Wellness, Nutrition, Team Building, Social Media, Start-ups, Public Relations, Customer Service, New Business Development, Sales, Microsoft Office, Marketing, Analysis, Business Development, Management, Business Strategy, Leadership Development, Small Business, Strategy, Business Planning, Contract Negotiation, Leadership, Fundraising, Negotiation, Strategic Partnerships, Nonprofits, Social Networking, Program Management, Training, Marketing Strategy, Budgets, Management Consulting, Healthcare, Account Management, Event Planning, Alzheimer's Care, Alzheimer's disease, Online Marketing, Team Leadership, Social Media Marketing, Event Management, Organizational..., Executive Management, Marketing Communications, Sales Management, Diabetes, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 1967 — 1973
Accounting and Finance
ROME FREE ACADEMY 1965 — 1967
Neal Durant Neal Durant's EF Hutton Experience March 1986 - August 1986
Job Principal at Geosyntec Consultants
Industry Environmental Services
Experience
Geosyntec Consultants January 2002 - Present
Johns Hopkins University January 1999 - Present
GeoTrans, Inc. June 1998 - January 2002
Johns Hopkins University 1991 - 1997
U.S. EPA August 1989 - November 1991
GeoTrans, Inc. November 1987 - August 1989
E.F. Hutton March 1986 - August 1986
Skills
Environmental Consulting, Environmental Liability..., Site Portfolio Analysis, Litigation Support, Environmental Compliance, Due Diligence, Remediation Design, Bioremediation, Groundwater Remediation, Management, Analysis, RCRA, CERCLA, Contaminated Land, Hydrogeology, Groundwater Modeling, Soil, Water, Chlorinated Solvents, Coal Tar, Metals, Pharmaceuticals and..., Pesticides, Environmental..., Hydrology, Geotechnical Engineering, Waste, Hazardous Waste..., Environmental Permitting, Site Investigation, Phase I, Landfill, Environmental Issues, Water Quality, Environmental..., Environmental..., Sampling, Groundwater, Remediation
Education
The Johns Hopkins University 1993 — 1998
Ph.D., Environmental Engineering
The Johns Hopkins University 1991 — 1993
M.S., Environmental Engineering
Colgate University 1983 — 1987
B.A., Geology
Geosyntec Consultants January 2002 - Present
Johns Hopkins University January 1999 - Present
GeoTrans, Inc. June 1998 - January 2002
Johns Hopkins University 1991 - 1997
U.S. EPA August 1989 - November 1991
GeoTrans, Inc. November 1987 - August 1989
E.F. Hutton March 1986 - August 1986
Skills
Environmental Consulting, Environmental Liability..., Site Portfolio Analysis, Litigation Support, Environmental Compliance, Due Diligence, Remediation Design, Bioremediation, Groundwater Remediation, Management, Analysis, RCRA, CERCLA, Contaminated Land, Hydrogeology, Groundwater Modeling, Soil, Water, Chlorinated Solvents, Coal Tar, Metals, Pharmaceuticals and..., Pesticides, Environmental..., Hydrology, Geotechnical Engineering, Waste, Hazardous Waste..., Environmental Permitting, Site Investigation, Phase I, Landfill, Environmental Issues, Water Quality, Environmental..., Environmental..., Sampling, Groundwater, Remediation
Education
The Johns Hopkins University 1993 — 1998
Ph.D., Environmental Engineering
The Johns Hopkins University 1991 — 1993
M.S., Environmental Engineering
Colgate University 1983 — 1987
B.A., Geology
Tom Biermann Tom Biermann's EF Hutton Experience November 1984 - October 1986
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
AG Edwards/ Wachovia/ Wells Fargo October 1986 - January 2010
EF Hutton November 1984 - October 1986
Education
University of Missouri-Columbia 1976 — 1980
BSBA Finance, Finance
Raymond James January 2010 - Present
AG Edwards/ Wachovia/ Wells Fargo October 1986 - January 2010
EF Hutton November 1984 - October 1986
Education
University of Missouri-Columbia 1976 — 1980
BSBA Finance, Finance
Mary Jo Baumann Mary Jo Baumann's EF Hutton Experience 1984 - 1989
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Wells Fargo June 2014 - Present
Transamerica Retirement Solutions 2001 - February 2014
John Hancock Financial Services 2000 - 2001
Interstate/Johnson Lane 1996 - 2000
Bank of America / Nations Bank 1995 - 1996
Erie Insurance Group 1989 - 1994
EF Hutton 1984 - 1989
Skills
Defined Benefit, Retirement Plan..., 401k, Defined Contribution, ERISA, Retirement, Series 63, Series 7, Pensions, Mutual Funds, Series 6, Investment Advisory, Profit Sharing, ETFs, Retirement Planning, Investment Strategies, Qualified Retirement..., Strategic Planning for..., Financial Services, Investments, Securities, Relationship Management
Education
Pennsylvania State University-Erie Campus
Business Administration
Villa Maria Academy
Brad Ross Brad Ross's EF Hutton Experience 1987 - 1991
Job President, Highland Capital Funds Distributor at Highland Capital Management
Industry Investment Management
Experience
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Highland Capital Management June 2012 - Present
Ivy Funds April 2003 - June 2012
ING Funds January 1999 - April 2003
Van Kampen Investments 1993 - 1997
Alliance Capital Management 1990 - 1993
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
EF Hutton 1987 - 1991
Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Asset Managment, Asset Allocation, Investments, Securities, Retirement Planning, Wealth Management, Hedge Funds
Education
University of Denver 1981 — 1982
Bachelor's degree, Political Science and Government
University of Nebraska-Lincoln 1978 — 1981
Russ Lorenzen Russ Lorenzen's EF Hutton Experience April 1984 - February 1988
Job Sales and Financial consultant
Industry Real Estate
Experience
RE/MAX Preferred April 1991 - September 2014
EF Hutton April 1984 - February 1988
Skills
Listings, Buyer Representation, ABR, Sellers, New Home Sales, First Time Home Buyers, Relocation, Single Family Homes, Townhomes, Condos, Short Sales, Foreclosures, REO, SFR, Council of Residential..., Investments, Real Estate, Sales, Investment Properties, Real Estate Transactions, Commercial Real Estate
Education
University of Nevada-Las Vegas 1988 — 1990
Master of Business Administration (M.B.A.), International Finance
RE/MAX Preferred April 1991 - September 2014
EF Hutton April 1984 - February 1988
Skills
Listings, Buyer Representation, ABR, Sellers, New Home Sales, First Time Home Buyers, Relocation, Single Family Homes, Townhomes, Condos, Short Sales, Foreclosures, REO, SFR, Council of Residential..., Investments, Real Estate, Sales, Investment Properties, Real Estate Transactions, Commercial Real Estate
Education
University of Nevada-Las Vegas 1988 — 1990
Master of Business Administration (M.B.A.), International Finance
Tom Doughty Tom Doughty's EF Hutton Experience January 1986 - July 1993
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1993 - Present
EF Hutton January 1986 - July 1993
Lanier Worldwide November 1983 - January 1986
Skills
Equities, Fixed Income, Series 7, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Series 63, Bonds, Mutual Funds, Securities, Structured Products
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Arts (B.A.), Economics
Orange Coast College 1978 — 1980
Associate of Arts (AA)
Merrill Lynch July 1993 - Present
EF Hutton January 1986 - July 1993
Lanier Worldwide November 1983 - January 1986
Skills
Equities, Fixed Income, Series 7, Alternative Investments, Hedge Funds, Asset Allocation, Bloomberg, Capital Markets, Derivatives, Series 63, Bonds, Mutual Funds, Securities, Structured Products
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Arts (B.A.), Economics
Orange Coast College 1978 — 1980
Associate of Arts (AA)
David Gillaspie's EF Hutton Experience 1978 - 1979
Job Founder and Editor at boomerpdx.com
Industry Writing and Editing
Experience
www.boomerpdx.com May 2011 - Present
The Family 2002 - 2008
Oregon Historical Society 1982 - 2001
Gelco 1980 - 1982
EF Hutton 1978 - 1979
U.S. Army September 1974 - September 1976
Skills
Blogging, History, Research, Art, Museums, Sports Writing, Non-fiction, Copy Editing, Storytelling, Journalism, Cataloging, Feature Articles, Newspapers, Editing, Creative Writing, Freelance Writing, Proofreading, Books, Public Speaking
Education
Portland State University 1986 — 1991
BS, History
University of Oregon 1976 — 1978
English
Southern Oregon University 1973 — 1974
Physical Education Teaching and Coaching
www.boomerpdx.com May 2011 - Present
The Family 2002 - 2008
Oregon Historical Society 1982 - 2001
Gelco 1980 - 1982
EF Hutton 1978 - 1979
U.S. Army September 1974 - September 1976
Skills
Blogging, History, Research, Art, Museums, Sports Writing, Non-fiction, Copy Editing, Storytelling, Journalism, Cataloging, Feature Articles, Newspapers, Editing, Creative Writing, Freelance Writing, Proofreading, Books, Public Speaking
Education
Portland State University 1986 — 1991
BS, History
University of Oregon 1976 — 1978
English
Southern Oregon University 1973 — 1974
Physical Education Teaching and Coaching
Scott du Bois, CFP® Scott du Bois, CFP®'s EF Hutton Experience August 1983 - February 1988
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 1990 - January 2008
Shearson Lehman Hutton Inc February 1988 - January 1990
EF Hutton August 1983 - February 1988
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Planning, Securities, Wealth Preservation..., Investment Planning
Education
University of Arkansas 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. January 1990 - January 2008
Shearson Lehman Hutton Inc February 1988 - January 1990
EF Hutton August 1983 - February 1988
Skills
Asset Allocation, Financial Advisory, Financial Services, Fixed Income Strategies, Insurance, Investment Strategies, Retirement Planning, Securities, Wealth Preservation..., Investment Planning
Education
University of Arkansas 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Ken Quartermain Ken Quartermain's EF Hutton Experience August 1986 - October 1987
Job Director STEM Network at Science Foundation Arizona
Industry Government Relations
Experience
Science Foundation Arizona March 2015 - Present
Public Policy Partners, Phoenix AZ December 2009 - Present
Quartermain Group, LLC May 2008 - Present
Langley Holdings, LLC July 2005 - December 2009
Meritage Homes, Inc January 2002 - July 2005
FNF Construction, Inc August 2001 - December 2002
Arizona Rock Products Association June 1994 - August 2001
Home Builders Association of Central Arizona February 1990 - June 1994
US Congress November 1987 - June 1989
E.F. Hutton August 1986 - October 1987
Skills
Public Policy, Organizational..., Economic Development, Legislative Relations, Due Diligence, Government, Public Relations, Strategic Planning, Entitlements, Crisis Management, Reputation Management, Policy, Community Development, Policy Analysis, Local Government, Leadership, Political Consulting, Coalitions, Strategic Communications, Legislation, Speech Writing, Public Affairs, Politics, Political Campaigns, Grassroots, Governmental Affairs, Political Communication, Media Relations, Message Development, Grassroots Organizing
Education
Arizona State University 1983 — 1986
Bachelor of Science, Economics
Science Foundation Arizona March 2015 - Present
Public Policy Partners, Phoenix AZ December 2009 - Present
Quartermain Group, LLC May 2008 - Present
Langley Holdings, LLC July 2005 - December 2009
Meritage Homes, Inc January 2002 - July 2005
FNF Construction, Inc August 2001 - December 2002
Arizona Rock Products Association June 1994 - August 2001
Home Builders Association of Central Arizona February 1990 - June 1994
US Congress November 1987 - June 1989
E.F. Hutton August 1986 - October 1987
Skills
Public Policy, Organizational..., Economic Development, Legislative Relations, Due Diligence, Government, Public Relations, Strategic Planning, Entitlements, Crisis Management, Reputation Management, Policy, Community Development, Policy Analysis, Local Government, Leadership, Political Consulting, Coalitions, Strategic Communications, Legislation, Speech Writing, Public Affairs, Politics, Political Campaigns, Grassroots, Governmental Affairs, Political Communication, Media Relations, Message Development, Grassroots Organizing
Education
Arizona State University 1983 — 1986
Bachelor of Science, Economics
Diana (Sanders) Johnson Diana (Sanders) Johnson's EF Hutton Experience 1986 - 1988
Job Sr. HR Consultant / Independent
Industry Human Resources
Experience
The Human Resources Group, LLC 2013 - Present
Affiliated Computer Services (Now Xerox) 2000 - 2007
Marsh January 1999 - January 2000
Ascende Employee Benefits & HR Management Solutions (formerly EBS) June 1996 - January 1999
Morgan Stanley 1988 - 1996
EF Hutton 1986 - 1988
Skills
Human Resources, Talent Management, Change Management, Employee Engagement, Project Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Interviews, HR Policies, Management, Technical Recruiting, Employee Relations, Onboarding, Executive Search, Workforce Planning, HR Consulting, Job Descriptions, Deferred Compensation, Performance Management, Employee Benefits, College Recruiting, Time Management
Education
University of Houston
The Human Resources Group, LLC 2013 - Present
Affiliated Computer Services (Now Xerox) 2000 - 2007
Marsh January 1999 - January 2000
Ascende Employee Benefits & HR Management Solutions (formerly EBS) June 1996 - January 1999
Morgan Stanley 1988 - 1996
EF Hutton 1986 - 1988
Skills
Human Resources, Talent Management, Change Management, Employee Engagement, Project Management, Personnel Management, Succession Planning, Talent Acquisition, Recruiting, Interviews, HR Policies, Management, Technical Recruiting, Employee Relations, Onboarding, Executive Search, Workforce Planning, HR Consulting, Job Descriptions, Deferred Compensation, Performance Management, Employee Benefits, College Recruiting, Time Management
Education
University of Houston
Kim Brawner Kim Brawner's EF Hutton Experience June 1983 - October 1987
Job Vice President at Sphere Wealth
Industry Financial Services
Experience
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
CFO4Life November 2013 - December 2014
Waddell & Reed August 2011 - November 2013
Morgan Stanley January 1990 - August 2011
Shearson Lehman Brothers October 1987 - March 1990
EF Hutton June 1983 - October 1987
Skills
Due Diligence, Investments, Credit, Account Management, Strategic Planning, Real Estate Economics, Real Estate Financing
Education
University of Arkansas at Fayetteville 1971 — 1976
Bachelor of Business Administration (BBA), Finance & Real Estate
Wynne High School Wynne, Arkansas 1959 — 1971
Michele Alex Michele Alex's EF Hutton Experience January 1985 - January 1990
Job Vice President Investment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Wealth Management January 1990 - September 2012
E.F Hutton January 1985 - January 1990
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Retirement, Investment Strategies, Securities, Equities, Fixed Income, 401k, Finance, Investment Management, FINRA
Education
University of Maine 1969 — 1973
Bachelor's degree, English and Education
Mattawamkeag High School
Wells Fargo Advisors, LLC September 2012 - Present
Morgan Stanley Wealth Management January 1990 - September 2012
E.F Hutton January 1985 - January 1990
Skills
Retirement Planning, Asset Allocation, Mutual Funds, Investments, Alternative Investments, Retirement, Investment Strategies, Securities, Equities, Fixed Income, 401k, Finance, Investment Management, FINRA
Education
University of Maine 1969 — 1973
Bachelor's degree, English and Education
Mattawamkeag High School
Steven Nigro Steven Nigro's EF Hutton Experience 1985 - 1987
Job Managing Partner at TAG Financial Institutions Group
Industry Investment Banking
Experience
TAG Financial Institutions Group September 2012 - Present
Maiden Reinsurance June 2007 - Present
Allegiance Capital August 2011 - September 2012
Pfife Hudson Group, Inc June 2005 - April 2011
Hales and Company March 1998 - June 2002
Tower Group Companies 1995 - 1998
Cantor Fitzgerald 1993 - 1994
OTA Limited Partnership (Formally Ocwen Trading Inc) 1988 - 1993
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Investment Banking, Financial Structuring, Insurance, Private Equity, Finance, Financial Analysis, Risk Management, Underwriting, Hedge Funds, Investments, Capital Markets, Mergers, Financial Services
Education
University at Albany, SUNY 1978 — 1982
TAG Financial Institutions Group September 2012 - Present
Maiden Reinsurance June 2007 - Present
Allegiance Capital August 2011 - September 2012
Pfife Hudson Group, Inc June 2005 - April 2011
Hales and Company March 1998 - June 2002
Tower Group Companies 1995 - 1998
Cantor Fitzgerald 1993 - 1994
OTA Limited Partnership (Formally Ocwen Trading Inc) 1988 - 1993
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Investment Banking, Financial Structuring, Insurance, Private Equity, Finance, Financial Analysis, Risk Management, Underwriting, Hedge Funds, Investments, Capital Markets, Mergers, Financial Services
Education
University at Albany, SUNY 1978 — 1982
Michael P Williams Michael P Williams's EF Hutton Experience August 1982 - September 1985
Job Retired
Industry Financial Services
Experience
Retired August 2014 - Present
Chicopee Savings Bank April 2004 - August 2014
TD August 1994 - April 2004
Advest, Inc. September 1987 - August 1994
Prudential-Bache September 1985 - September 1987
E.F. Hutton August 1982 - September 1985
Med Care Associates October 1979 - August 1982
Springfield Public Schools September 1972 - October 1979
Skills
Investments, Strategic Planning, Customer Service, Nonprofits, Public Speaking, Coaching, Marketing Strategy, Marketing, Sales, Leadership, Management
Education
Westfield State University 1975 — 1980
Master's degree, Educational Leadership and Administration, General
Boston University 1969 — 1972
"BS", Health and Physical Education/Fitness
Retired August 2014 - Present
Chicopee Savings Bank April 2004 - August 2014
TD August 1994 - April 2004
Advest, Inc. September 1987 - August 1994
Prudential-Bache September 1985 - September 1987
E.F. Hutton August 1982 - September 1985
Med Care Associates October 1979 - August 1982
Springfield Public Schools September 1972 - October 1979
Skills
Investments, Strategic Planning, Customer Service, Nonprofits, Public Speaking, Coaching, Marketing Strategy, Marketing, Sales, Leadership, Management
Education
Westfield State University 1975 — 1980
Master's degree, Educational Leadership and Administration, General
Boston University 1969 — 1972
"BS", Health and Physical Education/Fitness
Richard Yukes Richard Yukes's EF Hutton Experience December 1981 - July 1987
Job President at Black Bear Oil Corp
Industry Oil & Energy
Experience
Black Bear Oil Corp January 2003 - Present
Commanderie de Bordeaux 2005 - 2013
Self Employed - Real Estate Investing July 1995 - January 2003
EF Hutton December 1981 - July 1987
Skills
Digital Photography, French Wine, Business Strategy, PowerPoint, Investments, Petroleum, Social Media, Small Business, Microsoft Office, Public Relations, Team Building, Real Estate, Photoshop, Advertising, Strategic Planning, Budgets, Contract Negotiation
Education
University of Missouri-Columbia
BS Finance, Accounting and Finance
Black Bear Oil Corp January 2003 - Present
Commanderie de Bordeaux 2005 - 2013
Self Employed - Real Estate Investing July 1995 - January 2003
EF Hutton December 1981 - July 1987
Skills
Digital Photography, French Wine, Business Strategy, PowerPoint, Investments, Petroleum, Social Media, Small Business, Microsoft Office, Public Relations, Team Building, Real Estate, Photoshop, Advertising, Strategic Planning, Budgets, Contract Negotiation
Education
University of Missouri-Columbia
BS Finance, Accounting and Finance
Mark G. Thompson, CFP® Mark G. Thompson, CFP®'s EF Hutton Experience May 1987 - November 1995
Job Senior Vice PresidentInvestments, Managing Director & CFP® Professional at Raymond James
Industry Financial Services
Experience
Raymond James & Associates November 1995 - Present
E.F. Hutton May 1987 - November 1995
Procter & Gamble April 1984 - April 1987
Skills
CERTIFIED FINANCIAL..., Asset Allocation &..., Asset Management, Estate Planning, Asset Protection, Wealth Management, Investment Strategies &..., Retirement Planning, Retirement Income..., Retirement Cash Flow..., Long Term Care..., Life Insurance &..., Life Settlements, College Savings Plans, 529 Plans, Legacy Planning, Family Meetings, Charitable Giving..., Trust Planning, Corporate Executive..., Stock Option Analysis, 10b5-1 Plan Strategies, Tax Planning Strategies, 401k & 403b Rollovers &..., Social Security Planning, Bond Portfolio Analysis, Annuities, Financial Planning, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Cash Flow, Investment Advisory, Mutual Funds, Investments, Securities, Wealth Transfer, Insurance Planning, Series 7, IRA's, Wealth Accumulation, Alternative Investments, High Net Worth..., Private Wealth..., Wealth Preservation..., Succession Planning, Risk Management, Options, Tax
Education
College for Financial Planning 1992 — 1993
CFP® Certification, Financial Planning
University of Florida 1980 — 1984
Bachelor of Science, Journalism & Communications
Raymond James & Associates November 1995 - Present
E.F. Hutton May 1987 - November 1995
Procter & Gamble April 1984 - April 1987
Skills
CERTIFIED FINANCIAL..., Asset Allocation &..., Asset Management, Estate Planning, Asset Protection, Wealth Management, Investment Strategies &..., Retirement Planning, Retirement Income..., Retirement Cash Flow..., Long Term Care..., Life Insurance &..., Life Settlements, College Savings Plans, 529 Plans, Legacy Planning, Family Meetings, Charitable Giving..., Trust Planning, Corporate Executive..., Stock Option Analysis, 10b5-1 Plan Strategies, Tax Planning Strategies, 401k & 403b Rollovers &..., Social Security Planning, Bond Portfolio Analysis, Annuities, Financial Planning, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Cash Flow, Investment Advisory, Mutual Funds, Investments, Securities, Wealth Transfer, Insurance Planning, Series 7, IRA's, Wealth Accumulation, Alternative Investments, High Net Worth..., Private Wealth..., Wealth Preservation..., Succession Planning, Risk Management, Options, Tax
Education
College for Financial Planning 1992 — 1993
CFP® Certification, Financial Planning
University of Florida 1980 — 1984
Bachelor of Science, Journalism & Communications
Dan Munter Dan Munter's EF Hutton Experience January 1985 - January 1990
Job Business Broker with BizEx, Inc.
Industry Financial Services
Experience
BizEx Business Brokers July 2009 - Present
RBC Wealth Management November 1993 - February 2009
RBC Wealth Management November 1993 - February 2009
RBC Wealth Managment November 1993 - November 2008
Paine Webber January 1990 - January 1993
Paine Webber January 1990 - January 1993
E.F. HUTTON January 1985 - January 1990
E.F. HUTTON January 1985 - January 1990
BATEMAN EICHLER January 1982 - January 1985
BATEMAN EICHLER January 1982 - January 1985
Skills
Small Business, Finance, Business Brokerage, Real Estate Transactions, Entrepreneurship, Business Planning, Management Consulting, Real Estate, Mergers, Business Valuation, Business Strategy, Financial Analysis, Strategic Planning, Start-ups, Due Diligence, Negotiation, New Business Development, Nonprofits, Mergers & Acquisitions, Venture Capital, Selling, Investments, Strategy, Valuation, Strategic Financial..., Private Equity, Marketing, Business Development, Coaching, Portfolio Management, Executive Management, Business Acquisition, Corporate Finance, Business, Corporate Development, Restructuring, Management, Brokerage, Competitive Analysis, Strategic Partnerships, Acquisitions, Loans, Financial Modeling, Exit Strategies, Franchising, Strategic Consulting, Financial Advisory, Alternative Investments, Commercial Real Estate, Consulting
Education
Cornell University 1975 — 1977
Boston University
BizEx Business Brokers July 2009 - Present
RBC Wealth Management November 1993 - February 2009
RBC Wealth Management November 1993 - February 2009
RBC Wealth Managment November 1993 - November 2008
Paine Webber January 1990 - January 1993
Paine Webber January 1990 - January 1993
E.F. HUTTON January 1985 - January 1990
E.F. HUTTON January 1985 - January 1990
BATEMAN EICHLER January 1982 - January 1985
BATEMAN EICHLER January 1982 - January 1985
Skills
Small Business, Finance, Business Brokerage, Real Estate Transactions, Entrepreneurship, Business Planning, Management Consulting, Real Estate, Mergers, Business Valuation, Business Strategy, Financial Analysis, Strategic Planning, Start-ups, Due Diligence, Negotiation, New Business Development, Nonprofits, Mergers & Acquisitions, Venture Capital, Selling, Investments, Strategy, Valuation, Strategic Financial..., Private Equity, Marketing, Business Development, Coaching, Portfolio Management, Executive Management, Business Acquisition, Corporate Finance, Business, Corporate Development, Restructuring, Management, Brokerage, Competitive Analysis, Strategic Partnerships, Acquisitions, Loans, Financial Modeling, Exit Strategies, Franchising, Strategic Consulting, Financial Advisory, Alternative Investments, Commercial Real Estate, Consulting
Education
Cornell University 1975 — 1977
Boston University
Bob Webster Bob Webster's EF Hutton Experience 1983 - 1985
Job CEO Experienced. Solid. Connected. Wealth Management
Industry Investment Management
Experience
Webster Investment Advisors, Inc. January 1983 - Present
Western Golf Association/Evans Scholars Foundation 2000 - Present
DE Frey and Company 1990 - 2000
Hanifen Imhoff 1985 - 1989
EF Hutton 1983 - 1985
Boulder Theater 1981 - 1982
Program Council - University of Colorado 1979 - 1981
Skills
Asset Management, Investments, Private Equity, Investment Advisory, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments, Risk Management, Wealth Accumulation, Securities, Mutual Funds, Strategy
Education
University of Colorado Boulder 1977 — 1982
BA, Economics
Woodside High School 1973 — 1977
Webster Investment Advisors, Inc. January 1983 - Present
Western Golf Association/Evans Scholars Foundation 2000 - Present
DE Frey and Company 1990 - 2000
Hanifen Imhoff 1985 - 1989
EF Hutton 1983 - 1985
Boulder Theater 1981 - 1982
Program Council - University of Colorado 1979 - 1981
Skills
Asset Management, Investments, Private Equity, Investment Advisory, Portfolio Management, Hedge Funds, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments, Risk Management, Wealth Accumulation, Securities, Mutual Funds, Strategy
Education
University of Colorado Boulder 1977 — 1982
BA, Economics
Woodside High School 1973 — 1977
Kyle Teas Kyle Teas's EF Hutton Experience September 1984 - March 1988
Job Entreprenuer and Owner of Danton's Gulf Coast Seafood Kitchen
Industry Real Estate
Experience
Danton's Gulf Coast Seafood Kitchen June 2007 - Present
Brookstone Homes - Houston March 2006 - December 2010
Bamadill 1989 - 2010
Stor -a- Way March 1996 - March 2006
WEDGE Group 1998 - 2006
GJR Investments, Inc. April 1988 - March 1996
EF Hutton September 1984 - March 1988
Merrill Lynch August 1982 - August 1984
Skills
Real Estate, Strategic Planning, Negotiation, Budgeting, New Business Development, Construction, Corporate Finance, Investments, Start-ups, Customer Relations, Social Networking, Team Leadership, Financial Analysis, Real Estate Development, Due Diligence, Investment Properties, Small Business, Entrepreneur, Business Planning, Business Strategy, Entrepreneurship, Executive Management, Contract Negotiation, Property Management, Restaurants, Residential, Profitability, Marketing Strategy, Real Estate Investment, Budgets, Leases, Business Development, Commercial Real Estate, Customer Service, Management, Marketing, Forecasting, Disposition, Brokerage, Leadership, Mergers & Acquisitions, Real Estate Transactions, Finance, Selling, Retail, Strategy, Location Intelligence, Asset Management, Sales
Education
The University of Texas at Austin 1977 — 1982
BA, Economics/Finance
Strake Jesuit College Prepatory 1973 — 1977
Danton's Gulf Coast Seafood Kitchen June 2007 - Present
Brookstone Homes - Houston March 2006 - December 2010
Bamadill 1989 - 2010
Stor -a- Way March 1996 - March 2006
WEDGE Group 1998 - 2006
GJR Investments, Inc. April 1988 - March 1996
EF Hutton September 1984 - March 1988
Merrill Lynch August 1982 - August 1984
Skills
Real Estate, Strategic Planning, Negotiation, Budgeting, New Business Development, Construction, Corporate Finance, Investments, Start-ups, Customer Relations, Social Networking, Team Leadership, Financial Analysis, Real Estate Development, Due Diligence, Investment Properties, Small Business, Entrepreneur, Business Planning, Business Strategy, Entrepreneurship, Executive Management, Contract Negotiation, Property Management, Restaurants, Residential, Profitability, Marketing Strategy, Real Estate Investment, Budgets, Leases, Business Development, Commercial Real Estate, Customer Service, Management, Marketing, Forecasting, Disposition, Brokerage, Leadership, Mergers & Acquisitions, Real Estate Transactions, Finance, Selling, Retail, Strategy, Location Intelligence, Asset Management, Sales
Education
The University of Texas at Austin 1977 — 1982
BA, Economics/Finance
Strake Jesuit College Prepatory 1973 — 1977
Lori Sawyer Lori Sawyer's EF Hutton Experience May 1984 - October 1986
Job Informatics Nurse at North Valley Hospital
Industry Ranching
Experience
REAL Cattle Company October 2011 - Present
North Valley Hospital July 2001 - Present
EF Hutton May 1984 - October 1986
Skills
Healthcare Management, Healthcare, BLS, CPR Certified, EHR, EMR, HIPAA, Healthcare Information..., Medicine, Nursing, Revenue Cycle, Team Building
Education
Wenatchee valley college, Omak 2000 — 2002
Nursing, Registered Nurse, Average
Spokane Community College 1996 — 1998
Liberal Arts 2 year study, Cell Biology and Anatomy, Deans list
REAL Cattle Company October 2011 - Present
North Valley Hospital July 2001 - Present
EF Hutton May 1984 - October 1986
Skills
Healthcare Management, Healthcare, BLS, CPR Certified, EHR, EMR, HIPAA, Healthcare Information..., Medicine, Nursing, Revenue Cycle, Team Building
Education
Wenatchee valley college, Omak 2000 — 2002
Nursing, Registered Nurse, Average
Spokane Community College 1996 — 1998
Liberal Arts 2 year study, Cell Biology and Anatomy, Deans list
John R. Nolan's EF Hutton Experience 1984 - 1986
Job COO, CAO, CFO, Infrastructure Head
Industry Financial Services
Experience
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
Richard J Gladney Richard J Gladney's EF Hutton Experience 1983 - 1985
Job Senior Vice President Investment Officer The Gladney Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
Morgan Stanley Dean Witter 1985 - 2000
EF Hutton 1983 - 1985
Education
College of Estate and Financial Planning 1986 — 1987
University of Rhode Island 1973 — 1976
B.A., Education
Barrington High School
Wells Fargo Advisors, LLC 2000 - Present
Morgan Stanley Dean Witter 1985 - 2000
EF Hutton 1983 - 1985
Education
College of Estate and Financial Planning 1986 — 1987
University of Rhode Island 1973 — 1976
B.A., Education
Barrington High School
John S. Tobey, CFA John S. Tobey, CFA's EF Hutton Experience 1977 - 1978
Job Editor and Founder at InvestmentDirections.com
Industry Investment Management
Experience
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
InvestmentDirections.com 2009 - Present
(Self-employed) 2004 - Present
ICMA Retirement Corporation 1998 - 2003
Investment Directions 1995 - 1998
Liberty Asset Management 1986 - 1994
Bank of America 1982 - 1986
Callan Associates 1978 - 1982
EF Hutton 1977 - 1978
International Paper 1974 - 1977
Cyphernetics / ADP Network Services 1973 - 1974
Skills
Investments, Mutual Funds, Asset Managment, Management, Asset Allocation, Portfolio Management, Equities, Fixed Income, Economics, Capital Markets, Securities, Valuation, Retirement, Asset Management, Financial Advisory, Investment Management
Education
CFA Institute 1998 — 2001
CFA
Stanford University Graduate School of Business 1971 — 1973
MBA
San Diego State University-California State University 1962 — 1967
BS, Finance
Joyce Shimetz's EF Hutton Experience 1985 - 1987
Job Business Management Consultant and Contractor
Industry Management Consulting
Experience
Simplify Your Biz 2006 - Present
Sonoma County Bar Association 2001 - 2006
Tegal Corporation 2000 - 2001
Rheodyne 1997 - 2000
Jane Iris Designs 1995 - 1997
Industrial Devices Corporation 1992 - 1995
Sunflex Company Inc. 1988 - 1990
E.F. Hutton 1985 - 1987
JDSU 1978 - 1985
Skills
Human Resources, Project Planning, Inventory System, Forecasting, Customer Satisfaction, Small Business, Business Networking, Conflict Resolution, Entrepreneurship, Management Consulting, Leadership Development, QuickBooks, Business Planning, Budgets, Negotiation, Business Strategy, Operations Management, Strategic Planning, Team Building, Customer Service, Analysis, Business Process..., Organizational..., Training, Business Development, Sales, Strategy, Cross-functional Team..., Process Improvement, Manufacturing, Change Management, Strategic Financial..., Leadership, Executive Management, Competitive Analysis, Management, Consulting, Contract Negotiation, Team Leadership
Education
Empire College School of Law 1980 — 1985
JD, Law
Colorado State University 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Simplify Your Biz 2006 - Present
Sonoma County Bar Association 2001 - 2006
Tegal Corporation 2000 - 2001
Rheodyne 1997 - 2000
Jane Iris Designs 1995 - 1997
Industrial Devices Corporation 1992 - 1995
Sunflex Company Inc. 1988 - 1990
E.F. Hutton 1985 - 1987
JDSU 1978 - 1985
Skills
Human Resources, Project Planning, Inventory System, Forecasting, Customer Satisfaction, Small Business, Business Networking, Conflict Resolution, Entrepreneurship, Management Consulting, Leadership Development, QuickBooks, Business Planning, Budgets, Negotiation, Business Strategy, Operations Management, Strategic Planning, Team Building, Customer Service, Analysis, Business Process..., Organizational..., Training, Business Development, Sales, Strategy, Cross-functional Team..., Process Improvement, Manufacturing, Change Management, Strategic Financial..., Leadership, Executive Management, Competitive Analysis, Management, Consulting, Contract Negotiation, Team Leadership
Education
Empire College School of Law 1980 — 1985
JD, Law
Colorado State University 1974 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Jorge Triana Jorge Triana's EF Hutton Experience 1984 - 1987
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company December 2012 - Present
ADP January 2010 - December 2012
ADP May 1994 - January 2010
PepsiCo 1994 - 1994
Sealand 1990 - 1994
MTA 1987 - 1990
EF Hutton 1984 - 1987
Skills
Data Center, Cisco Technologies, Integration, Network Architecture, Network Security, Process Improvement, Data Migration, Security, Strategy, Cloud Computing, Network Design, Technical Support, Web Hosting, SaaS, Network Administration, Firewalls, DNS, Disaster Recovery, Vendor Management, DHCP, System Deployment, Team Building, Project Planning, SDLC, Management, Networking, SharePoint, Leadership, Outsourcing, Virtualization, Information Security, Salesforce.com, Active Directory, Enterprise Software, IT Management, IP, Infrastructure, Servers, WAN, Visio, ITIL, System Administration, IT Service Management, Windows Server, Information Technology, Network Engineering, Enterprise Architecture, IT Strategy, IT Operations
Education
Saint Peter's University 1980 — 1984
BS, Computer Science
St. Josephs of Palisades 1976 — 1980
New York Life Insurance Company December 2012 - Present
ADP January 2010 - December 2012
ADP May 1994 - January 2010
PepsiCo 1994 - 1994
Sealand 1990 - 1994
MTA 1987 - 1990
EF Hutton 1984 - 1987
Skills
Data Center, Cisco Technologies, Integration, Network Architecture, Network Security, Process Improvement, Data Migration, Security, Strategy, Cloud Computing, Network Design, Technical Support, Web Hosting, SaaS, Network Administration, Firewalls, DNS, Disaster Recovery, Vendor Management, DHCP, System Deployment, Team Building, Project Planning, SDLC, Management, Networking, SharePoint, Leadership, Outsourcing, Virtualization, Information Security, Salesforce.com, Active Directory, Enterprise Software, IT Management, IP, Infrastructure, Servers, WAN, Visio, ITIL, System Administration, IT Service Management, Windows Server, Information Technology, Network Engineering, Enterprise Architecture, IT Strategy, IT Operations
Education
Saint Peter's University 1980 — 1984
BS, Computer Science
St. Josephs of Palisades 1976 — 1980
Thomas Bryant MBA CFP®'s EF Hutton Experience 1988 - 1988
Job President / Chief Investment Strategist at The Investment Consulting Group
Industry Financial Services
Experience
The Investment Consulting Group August 2004 - Present
Wells Fargo Advisors March 1998 - August 2004
Smith Barney January 1984 - February 1998
EF Hutton 1988 - 1988
Skills
Financial Advisory, Securities, Financial Planning, Life Insurance, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Retirement Plan...
Education
University of Oregon 1981 — 1983
Bachelor of Science (BS), Economics
The Investment Consulting Group August 2004 - Present
Wells Fargo Advisors March 1998 - August 2004
Smith Barney January 1984 - February 1998
EF Hutton 1988 - 1988
Skills
Financial Advisory, Securities, Financial Planning, Life Insurance, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Retirement Plan...
Education
University of Oregon 1981 — 1983
Bachelor of Science (BS), Economics
Christine Byrnes Christine Byrnes's EF Hutton Experience June 2012 - October 2012
Job General Manager, Howling Wolf Enterprises LLC
Industry Financial Services
Experience
Howling Wolf Enterprises LLC September 2011 - Present
EF Hutton June 2012 - October 2012
Season's Cafe at the Red Barn February 2009 - March 2011
Tremont Group Holdings 2004 - 2007
Tremont Capital Management 2004 - 2007
Skills
Asset Managment, Wealth Management, Investments, Fixed Income, Start-ups, Alternative Investments, Hedge Funds, Financial Services, Equities, Marketing, Investment Management, Investment Advisory, Investment Strategies, Estate Planning, Investment Banking, Securities, Capital Markets, Funding, Leadership, Portfolio Management, Team Building, Asset Management
Education
San Diego State University-California State University 1977 — 1981
BA, Bi Lingual Education
Howling Wolf Enterprises LLC September 2011 - Present
EF Hutton June 2012 - October 2012
Season's Cafe at the Red Barn February 2009 - March 2011
Tremont Group Holdings 2004 - 2007
Tremont Capital Management 2004 - 2007
Skills
Asset Managment, Wealth Management, Investments, Fixed Income, Start-ups, Alternative Investments, Hedge Funds, Financial Services, Equities, Marketing, Investment Management, Investment Advisory, Investment Strategies, Estate Planning, Investment Banking, Securities, Capital Markets, Funding, Leadership, Portfolio Management, Team Building, Asset Management
Education
San Diego State University-California State University 1977 — 1981
BA, Bi Lingual Education
Gary Medley, CFP®'s EF Hutton Experience 1984 - 1990
Job President at Medley Advisory, LLC
Industry Financial Services
Experience
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Financial Planning Association of SW Florida January 2015 - Present
Medley Advisory, LLC December 2009 - Present
Medley Advisory, LLC May 2009 - Present
Financial Planning Association of SW Florida January 2014 - December 2014
Fifth Third Bank October 2007 - February 2009
Wachovia Securities, LLC 2004 - 2005
Prudential Securities June 1999 - November 2001
Wells Fargo 1997 - 1999
EF Hutton 1984 - 1990
Merrill Lynch 1983 - 1984
Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities
Education
University of Michigan 1979 — 1982
BSA, Finance & Economics
The Ohio State University 1977 — 1978
General Studies
Westland HS 1970 — 1973
Peter Mohr Peter Mohr's EF Hutton Experience April 1986 - March 1988
Job Senior Consultant at Capco
Industry Financial Services
Experience
Finserv Consulting, LLC August 2011 - September 2012
HSBC Securities May 2004 - June 2011
HSBC Securities January 2000 - May 2004
HSBC Securities January 1999 - December 1999
HSBC Securities August 1992 - December 1998
Kidder Peabody March 1988 - August 1992
EF Hutton April 1986 - March 1988
MetLife July 1985 - April 1986
Skills
Business Analysis, Cash Management, Accounting, Project Coordination, Back Office, Middle Office, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Union College 1981 — 1985
BA, Managerial Economics
Pace University
Finserv Consulting, LLC August 2011 - September 2012
HSBC Securities May 2004 - June 2011
HSBC Securities January 2000 - May 2004
HSBC Securities January 1999 - December 1999
HSBC Securities August 1992 - December 1998
Kidder Peabody March 1988 - August 1992
EF Hutton April 1986 - March 1988
MetLife July 1985 - April 1986
Skills
Business Analysis, Cash Management, Accounting, Project Coordination, Back Office, Middle Office, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Union College 1981 — 1985
BA, Managerial Economics
Pace University
Jim Gardner Jim Gardner's EF Hutton Experience 1980 - 1983
Job Associate Vice President for External Affairs at Teachers College, Columbia University
Industry Public Relations and Communications
Experience
Teachers College, Columbia University July 2010 - Present
University of Pennsylvania Office of the President 1999 - July 2010
Philadelphia Daily News October 1998 - November 1999
New Jersey Institute of Technology July 1997 - September 1998
Office of Governor Christine Todd Whitman (NJ) January 1994 - June 1997
Asbury Park Press 1987 - 1994
The Daily Record 1985 - 1987
The Daily Record 1985 - 1987
E.F. Hutton 1980 - 1983
Skills
Public Speaking, Writing, Speech Writing, Higher Education, Editing, Fundraising, Non-profits, Public Relations, Media Relations, Higher Education..., Nonprofits, Strategic Communications, Internal Communications, Publications
Education
Columbia University in the City of New York 1983 — 1984
English and Comparative Literature
Georgetown University 1975 — 1979
Bachelor of Science in the Foreign Service, International Relations
Jesuit High School 1971 — 1975
Jesuit High School of Tampa 1971 — 1975
Teachers College, Columbia University July 2010 - Present
University of Pennsylvania Office of the President 1999 - July 2010
Philadelphia Daily News October 1998 - November 1999
New Jersey Institute of Technology July 1997 - September 1998
Office of Governor Christine Todd Whitman (NJ) January 1994 - June 1997
Asbury Park Press 1987 - 1994
The Daily Record 1985 - 1987
The Daily Record 1985 - 1987
E.F. Hutton 1980 - 1983
Skills
Public Speaking, Writing, Speech Writing, Higher Education, Editing, Fundraising, Non-profits, Public Relations, Media Relations, Higher Education..., Nonprofits, Strategic Communications, Internal Communications, Publications
Education
Columbia University in the City of New York 1983 — 1984
English and Comparative Literature
Georgetown University 1975 — 1979
Bachelor of Science in the Foreign Service, International Relations
Jesuit High School 1971 — 1975
Jesuit High School of Tampa 1971 — 1975
Leland Smiley Leland Smiley's EF Hutton Experience August 1985 - January 1987
Job Client Service at Welch Hornsby
Industry Financial Services
Experience
Welch Hornsby July 2011 - Present
Fee-Only Planning Professionals, LLC February 2010 - July 2011
Charles D. Haines, LLC March 1999 - December 2009
Sterne Agee January 1987 - July 1988
EF Hutton August 1985 - January 1987
Education
University of Alabama 1980 — 1984
BS, Finance
Welch Hornsby July 2011 - Present
Fee-Only Planning Professionals, LLC February 2010 - July 2011
Charles D. Haines, LLC March 1999 - December 2009
Sterne Agee January 1987 - July 1988
EF Hutton August 1985 - January 1987
Education
University of Alabama 1980 — 1984
BS, Finance
Susan S. Moseley, CIMA's EF Hutton Experience 1983 - 1986
Job President at Moseley Investment Management, Inc.
Industry Financial Services
Experience
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Moseley Investment Management, Inc. January 1990 - Present
Dean Witter 1986 - 1988
EF Hutton 1983 - 1986
Raymond James 1979 - 1982
Skills
Strategic Financial..., Asset Allocation, Wealth Management..., Investments, Wealth Management, Portfolio Management, Finance, Retirement, Investment Management, Investment Advisory, Estate Planning, Strategic Planning, Stock Picking, Retirement Planning, Financial Analysis, High Net Worth..., Stock Trading, Municipal Bonds, High Yield Bonds, Convertible Bonds, Risk Management, Retirement Savings, Mutual Funds, ETFs, Asset Management, Investment Strategies, Financial Advisory, Securities, Financial Services, Public Speaking, Small Business, Leadership
Education
University of Pennsylvania - The Wharton School 1990 — 1991
C.I.M.A, Finance
University of Florida 1976 — 1979
BSBA, Finance
Richard Alessi Richard Alessi's EF Hutton Experience 1983 - 1985
Job Senior Developer at IntegriDATA, LLC
Industry Financial Services
Experience
IntegriDATA Business & Technology Solutions, LLC September 2005 - Present
Citigroup April 2000 - September 2005
Keane 1987 - 2000
Citibank 1985 - 1987
EF Hutton 1983 - 1985
Manufacturers Hanover Trust 1981 - 1983
mht 1981 - 1983
Education
Saint Michael's College 1977 — 1981
Monsignor Farrell High School 1973 — 1977
Diploma
St Margaret Mary 1965 — 1973
IntegriDATA Business & Technology Solutions, LLC September 2005 - Present
Citigroup April 2000 - September 2005
Keane 1987 - 2000
Citibank 1985 - 1987
EF Hutton 1983 - 1985
Manufacturers Hanover Trust 1981 - 1983
mht 1981 - 1983
Education
Saint Michael's College 1977 — 1981
Monsignor Farrell High School 1973 — 1977
Diploma
St Margaret Mary 1965 — 1973
Louis G. Poulin Louis G. Poulin's EF Hutton Experience 1981 - 1987
Job Regional Director Branch Development at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2012 - Present
Phelps Hospital 2010 - Present
Oculus Partners, LLC April 2011 - December 2011
Oculus 2011 - 2011
UBS Financial Services February 1988 - March 2010
UBS Financial Services 2009 - 2010
UBS Financial Services 1991 - 2008
PaineWebber 1988 - 1991
The Pinnacle Group 1987 - 1988
E.F Hutton 1981 - 1987
Skills
Wealth Management, Series 7, Mutual Funds, Leadership, Investments, Sales Management, Operational Risk..., Series 63
Education
Université Laval 1977 — 1980
Bachelor, Business Administration / finance
University of Pennsylvania - The Wharton School
diploma, Securities Industry Association program (1wk/yr for 3 yrs)
University of Virginia Darden School of Business
Leadership program ( 1week)
Ameriprise Financial January 2012 - Present
Phelps Hospital 2010 - Present
Oculus Partners, LLC April 2011 - December 2011
Oculus 2011 - 2011
UBS Financial Services February 1988 - March 2010
UBS Financial Services 2009 - 2010
UBS Financial Services 1991 - 2008
PaineWebber 1988 - 1991
The Pinnacle Group 1987 - 1988
E.F Hutton 1981 - 1987
Skills
Wealth Management, Series 7, Mutual Funds, Leadership, Investments, Sales Management, Operational Risk..., Series 63
Education
Université Laval 1977 — 1980
Bachelor, Business Administration / finance
University of Pennsylvania - The Wharton School
diploma, Securities Industry Association program (1wk/yr for 3 yrs)
University of Virginia Darden School of Business
Leadership program ( 1week)
Laurie Sanders Laurie Sanders's EF Hutton Experience 1982 - 1985
Job Principal at Legacy Consulting LLC
Industry Legal Services
Experience
Montreat College January 2014 - Present
The North Carolina Coalition for Patient Safety December 2010 - Present
Legacy Consulting LLC August 2008 - Present
Coutts & Co. 1993 - 2001
Bank of America 1985 - 1992
E.F. Hutton 1982 - 1985
Skills
Public Speaking, Strategic Planning, Team Building, Healthcare, Business Strategy, Event Planning, Leadership Development, Hospitals, Business Development, New Business Development, Leadership, Customer Service, Coaching, Legal Research, Non-profits, Wrongful Death, Medical Malpractice, Public Relations, Marketing, Nonprofits, Legal Writing, Mediation, Community Outreach, Negotiation
Education
City University London 1992 — 1993
Masters, Finance
California State University-San Bernardino 1985 — 1986
B.S., Economics
California State University-San Bernardino - College of Business and Public Administration 1985 — 1986
B.A., Business Administration (Finance)
University of California, Riverside 1980 — 1985
Economics
Montreat College January 2014 - Present
The North Carolina Coalition for Patient Safety December 2010 - Present
Legacy Consulting LLC August 2008 - Present
Coutts & Co. 1993 - 2001
Bank of America 1985 - 1992
E.F. Hutton 1982 - 1985
Skills
Public Speaking, Strategic Planning, Team Building, Healthcare, Business Strategy, Event Planning, Leadership Development, Hospitals, Business Development, New Business Development, Leadership, Customer Service, Coaching, Legal Research, Non-profits, Wrongful Death, Medical Malpractice, Public Relations, Marketing, Nonprofits, Legal Writing, Mediation, Community Outreach, Negotiation
Education
City University London 1992 — 1993
Masters, Finance
California State University-San Bernardino 1985 — 1986
B.S., Economics
California State University-San Bernardino - College of Business and Public Administration 1985 — 1986
B.A., Business Administration (Finance)
University of California, Riverside 1980 — 1985
Economics
Amy Sheinberg's EF Hutton Experience 1981 - 1991
Job Senior Account Services Administrator at HTG Investment Advisors Inc
Industry Financial Services
Experience
HTG Investment Advisors Inc January 2005 - Present
EF Hutton 1981 - 1991
Shearson Lehman Hutton 1986 - 1989
EF Hutton 1980 - 1988
Skills
Registered Investment..., Training, Customer Service, Series 65, Trading, Account Reconciliation
Education
State University of New York College at Oneonta 1975 — 1979
BS, Consumer Economics
Sheepshead Bay High School 1972 — 1975
HTG Investment Advisors Inc January 2005 - Present
EF Hutton 1981 - 1991
Shearson Lehman Hutton 1986 - 1989
EF Hutton 1980 - 1988
Skills
Registered Investment..., Training, Customer Service, Series 65, Trading, Account Reconciliation
Education
State University of New York College at Oneonta 1975 — 1979
BS, Consumer Economics
Sheepshead Bay High School 1972 — 1975
Paul Tully, CFP® Paul Tully, CFP®'s EF Hutton Experience 1982 - 1989
Job Financial Advisor at Eagle Wealth Strategies
Industry Financial Services
Experience
Eagle Wealth Strategies - An Independent Firm January 1989 - Present
Raymond James Financial Services, Inc. 1989 - Present
EF Hutton 1982 - 1989
Skills
Retirement Planning, Retirement, Strategic Financial..., Strategic Planning, Financial Services, Estate Planning, Certified Financial..., Wealth Management..., Wealth Management, Financial Advisory, Financial Planners, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Securities, Finance, Banking, Insurance, Mutual Funds, Wealth Accumulation, 401k, Asset Allocation, Uniform Combined State..., IRAs, Wealth, Long-term Care, Fixed Annuities, Public Speaking, Series 63, Series 7
Education
Rowan University
BS, Management
Eagle Wealth Strategies - An Independent Firm January 1989 - Present
Raymond James Financial Services, Inc. 1989 - Present
EF Hutton 1982 - 1989
Skills
Retirement Planning, Retirement, Strategic Financial..., Strategic Planning, Financial Services, Estate Planning, Certified Financial..., Wealth Management..., Wealth Management, Financial Advisory, Financial Planners, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Securities, Finance, Banking, Insurance, Mutual Funds, Wealth Accumulation, 401k, Asset Allocation, Uniform Combined State..., IRAs, Wealth, Long-term Care, Fixed Annuities, Public Speaking, Series 63, Series 7
Education
Rowan University
BS, Management
Peter Stock Peter Stock's EF Hutton Experience 1986 - 1987
Job Founder & Director, Ensemble Cycling
Industry Leisure, Travel & Tourism
Experience
Ensemble Cycling April 2011 - Present
Hosted Villas January 1992 - December 2013
Homes Away November 1995 - May 2005
Butterfield & Robinson January 1992 - October 1995
Butterfield and Robinson 1990 - June 1992
EF Hutton 1986 - 1987
Arthur Andersen & Co. 1980 - 1984
Skills
Blogging, Social Media, Public Relations, Entrepreneurship, Small Business, Radio, Research, Strategic Partnerships, Media Relations, Non-profits, Feature Articles, Adventure Travel, Cycling, Travel Planning, Social Networking, Sustainability, Training, Magazines, Editing, Online Marketing, Strategy
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance (at least that is what my transcript shows.)
Queen's Uninversity, Kingston ON Canada 1976 — 1980
B.Sc, Computing Science
UTS University of Toronto Schools 1969 — 1975
Ensemble Cycling April 2011 - Present
Hosted Villas January 1992 - December 2013
Homes Away November 1995 - May 2005
Butterfield & Robinson January 1992 - October 1995
Butterfield and Robinson 1990 - June 1992
EF Hutton 1986 - 1987
Arthur Andersen & Co. 1980 - 1984
Skills
Blogging, Social Media, Public Relations, Entrepreneurship, Small Business, Radio, Research, Strategic Partnerships, Media Relations, Non-profits, Feature Articles, Adventure Travel, Cycling, Travel Planning, Social Networking, Sustainability, Training, Magazines, Editing, Online Marketing, Strategy
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance (at least that is what my transcript shows.)
Queen's Uninversity, Kingston ON Canada 1976 — 1980
B.Sc, Computing Science
UTS University of Toronto Schools 1969 — 1975
George Pender George Pender's EF Hutton Experience December 1981 - July 1988
Job Estate & Trust Planning, Litigation and Probate & Estate Administration Partner at Teague Campbell Dennis & Gorham, LLP
Industry Law Practice
Experience
Teague Campbell Dennis & Gorham, LLP August 1991 - Present
E.F. Hutton December 1981 - July 1988
Travelers January 1979 - December 1981
Snyder-Roberts Insurance Agency March 1978 - January 1979
Skills
Estate Planning, Trusts, Probate Administion, Estate & Trust..., Asset Protection, Litigation, Investments, Trust Litigation, Financial Planning, Retirement Planning, Finance, Wealth Management, 401k, Preparation of Wills, Guardianship, Probate Litigation, IRA Inheritance Trusts, FINRA Litigation, ERISA Litigation, FINRA Defense, Workers Compensation..., Insurance, Leadership, Life Insurance, Mutual Funds, Retirement, Financial Advisory, IRAs, Fixed Annuities, Portfolio Management
Education
Campbell University, Norman Adrian Wiggins School of Law 1988 — 1991
Doctor of Law (J.D.)
Appalachian State University 1976 — 1978
Batchlor of Science Business Administration, Insurance and Real Estate
Teague Campbell Dennis & Gorham, LLP August 1991 - Present
E.F. Hutton December 1981 - July 1988
Travelers January 1979 - December 1981
Snyder-Roberts Insurance Agency March 1978 - January 1979
Skills
Estate Planning, Trusts, Probate Administion, Estate & Trust..., Asset Protection, Litigation, Investments, Trust Litigation, Financial Planning, Retirement Planning, Finance, Wealth Management, 401k, Preparation of Wills, Guardianship, Probate Litigation, IRA Inheritance Trusts, FINRA Litigation, ERISA Litigation, FINRA Defense, Workers Compensation..., Insurance, Leadership, Life Insurance, Mutual Funds, Retirement, Financial Advisory, IRAs, Fixed Annuities, Portfolio Management
Education
Campbell University, Norman Adrian Wiggins School of Law 1988 — 1991
Doctor of Law (J.D.)
Appalachian State University 1976 — 1978
Batchlor of Science Business Administration, Insurance and Real Estate
Neil Mehra's EF Hutton Experience October 1986 - April 1990
Job Executive Director , Asset Management, JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities July 2005 - Present
Prudential Securities 2000 - 2005
PaineWebber Inc April 1990 - August 2000
EF Hutton October 1986 - April 1990
Skills
Portfolio Management, Weallth Management, Asset Management, Investments, Reirement and Education..., Series 7, Series 63, Series 65
Education
Texas A&M University 1980 — 1984
Business Management
The University of Texas at Austin 1972 — 1976
Radio Television and Film
JP Morgan Securities July 2005 - Present
Prudential Securities 2000 - 2005
PaineWebber Inc April 1990 - August 2000
EF Hutton October 1986 - April 1990
Skills
Portfolio Management, Weallth Management, Asset Management, Investments, Reirement and Education..., Series 7, Series 63, Series 65
Education
Texas A&M University 1980 — 1984
Business Management
The University of Texas at Austin 1972 — 1976
Radio Television and Film
Susan Syversen CFP® Susan Syversen CFP®'s EF Hutton Experience January 1983 - December 1988
Job Senior Vice President at Eastern Bank Wealth Management
Industry Investment Management
Experience
Eastern Bank December 1995 - Present
Toward Sustainability Foundation 2004 - Present
Marblehead High School 2004 - 2011
Prudential Securities December 1988 - December 1995
E.F. Hutton January 1983 - December 1988
Skills
Commercial Lending, Banking, Loans, Commercial Mortgages, Credit Analysis, Credit, Consumer Lending, Asset Allocation, Mortgage Lending, Financial Analysis, Private Banking
Education
Cornell University 1978 — 1982
BA, Psychology
Swampscott High School 1974 — 1978
Boston University Questrom School of Business
Masters in Business Administration
Eastern Bank December 1995 - Present
Toward Sustainability Foundation 2004 - Present
Marblehead High School 2004 - 2011
Prudential Securities December 1988 - December 1995
E.F. Hutton January 1983 - December 1988
Skills
Commercial Lending, Banking, Loans, Commercial Mortgages, Credit Analysis, Credit, Consumer Lending, Asset Allocation, Mortgage Lending, Financial Analysis, Private Banking
Education
Cornell University 1978 — 1982
BA, Psychology
Swampscott High School 1974 — 1978
Boston University Questrom School of Business
Masters in Business Administration
Jay Tenney's EF Hutton Experience 1982 - 1987
Job
Industry Financial Services
Experience
Trade Risk Group January 2004 - Present
Euler Hermes 1995 - 2004
U.S. Surgical 1990 - 1995
EF Hutton 1982 - 1987
Skills
Risk Management, International Trade, Management, Financial Risk, Mergers & Acquisitions, Credit, B2B, Strategic Planning, Brokers, Restructuring, Program Management, Credit Analysis, Credit Insurance, Underwriting, Contract Management, Sales, Export, New Business Development, Portfolio Management, Manufacturing, Trade Credit Insurance, Trading, Business Strategy
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., Agricultural Economics
Trade Risk Group January 2004 - Present
Euler Hermes 1995 - 2004
U.S. Surgical 1990 - 1995
EF Hutton 1982 - 1987
Skills
Risk Management, International Trade, Management, Financial Risk, Mergers & Acquisitions, Credit, B2B, Strategic Planning, Brokers, Restructuring, Program Management, Credit Analysis, Credit Insurance, Underwriting, Contract Management, Sales, Export, New Business Development, Portfolio Management, Manufacturing, Trade Credit Insurance, Trading, Business Strategy
Education
University of Illinois at Urbana-Champaign 1977 — 1981
B.S., Agricultural Economics
Tom Peil Tom Peil's EF Hutton Experience February 1975 - January 1978
Job
Industry Investment Management
Experience
Masters Capital Management, LLC TraderTraderCredit Suisse First Boston CorporationFebruary 1978 - July 1991
EF Hutton February 1975 - January 1978
Education
The University of Georgia 1970 — 1975
Bachelor of Business Administration (BBA)
Masters Capital Management, LLC TraderTraderCredit Suisse First Boston CorporationFebruary 1978 - July 1991
EF Hutton February 1975 - January 1978
Education
The University of Georgia 1970 — 1975
Bachelor of Business Administration (BBA)
Merle R. DiVita, CFP®, CIMA® Merle R. DiVita, CFP®, CIMA®'s EF Hutton Experience 1980 - 1988
Job Founder, SWAN Investing®
Industry Financial Services
Experience
Merle R. DiVita, CFP®, CIMA® September 2009 - Present
Morgan Stanley Smith Barney, LLC July 1980 - September 2009
EF Hutton 1980 - 1988
Skills
Certified Financial..., Certified Investment..., Series 7, Series 65, Retirement Income..., Women in Transition..., Women Alone by Choice..., Series 24
Education
The Wharton School, University of Pennsylvania
University of Maryland College Park
University of Southern California
Merle R. DiVita, CFP®, CIMA® September 2009 - Present
Morgan Stanley Smith Barney, LLC July 1980 - September 2009
EF Hutton 1980 - 1988
Skills
Certified Financial..., Certified Investment..., Series 7, Series 65, Retirement Income..., Women in Transition..., Women Alone by Choice..., Series 24
Education
The Wharton School, University of Pennsylvania
University of Maryland College Park
University of Southern California
Carolyn Tormey Carolyn Tormey's EF Hutton Experience September 1985 - January 1988
Job Alternative Careers and Franchise Business Coach
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source April 2011 - Present
Halstead Property September 1994 - June 1996
Personal April 1994 - August 1994
JWT September 1991 - April 1994
JWT December 1988 - September 1991
JWT January 1988 - December 1988
EF Hutton September 1985 - January 1988
Skills
Career Counseling, Entrepreneurship, Small Business, Leadership Development, Coaching, Executive Coaching, Franchise Consulting, Time Management, Public Speaking, Start-ups, Management Consulting, Business Coaching, Team Building, Marketing, Leadership, Franchising, Business Planning, Organizational..., Career Development, Consulting, E-Learning, Workshop Presentation
Education
University of Colorado Boulder 1980 — 1984
B.S., Finance
Evergreen High School, Evergreen, CO.
The Entrepreneur's Source April 2011 - Present
Halstead Property September 1994 - June 1996
Personal April 1994 - August 1994
JWT September 1991 - April 1994
JWT December 1988 - September 1991
JWT January 1988 - December 1988
EF Hutton September 1985 - January 1988
Skills
Career Counseling, Entrepreneurship, Small Business, Leadership Development, Coaching, Executive Coaching, Franchise Consulting, Time Management, Public Speaking, Start-ups, Management Consulting, Business Coaching, Team Building, Marketing, Leadership, Franchising, Business Planning, Organizational..., Career Development, Consulting, E-Learning, Workshop Presentation
Education
University of Colorado Boulder 1980 — 1984
B.S., Finance
Evergreen High School, Evergreen, CO.
Alexander Arader Alexander Arader's EF Hutton Experience 1981 - 1988
Job Owner, Arader & Associates, LLC
Industry Financial Services
Experience
Arader & Associates December 2005 - Present
Arader & O'Rourke, Inc. January 1994 - January 2006
EF Hutton 1981 - 1988
Skills
Mortgage Lending, Refinance, Loan Origination, Finance, Credit, Investments, Residential Mortgages, Financial Structuring, Mortgage Banking, Real Estate, Loans, Investment Banking, Securities, Venture Capital, Investment Properties, FHA, Real Estate Financing, Financial Analysis, New Business Development, Real Estate Economics, Product Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance & Management
Yale University 1973 — 1977
BA, History
Arader & Associates December 2005 - Present
Arader & O'Rourke, Inc. January 1994 - January 2006
EF Hutton 1981 - 1988
Skills
Mortgage Lending, Refinance, Loan Origination, Finance, Credit, Investments, Residential Mortgages, Financial Structuring, Mortgage Banking, Real Estate, Loans, Investment Banking, Securities, Venture Capital, Investment Properties, FHA, Real Estate Financing, Financial Analysis, New Business Development, Real Estate Economics, Product Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance & Management
Yale University 1973 — 1977
BA, History
James Berquist James Berquist's EF Hutton Experience February 1984 - April 1988
Job Owner, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Strategic Wealth Management January 1990 - Present
Shearson Lehman Hutton April 1988 - May 1990
E.F. Hutton February 1984 - April 1988
Merrill Lynch August 1976 - January 1984
Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities
Education
Columbia University in the City of New York 1972 — 1976
Financial Advisor, Shearson Lehman Hutton
Maureen Benedetto Maureen Benedetto's EF Hutton Experience January 1981 - June 1982
Job Executive Sales Representative at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual June 1982 - Present
EF Hutton January 1981 - June 1982
Skills
Insurance, Selling, Life Insurance, Sales, Account Management, Direct Sales, Sales Management, New Business Development, Marketing, Customer Service, Customer Retention, Negotiation, Contract Negotiation, Strategic Planning, Team Building, Real Estate, Leadership, Marketing Strategy, CRM, Mortgage Lending, Small Business, Coaching
Education
University of Arizona 1978 — 1981
Bachelors, General Business
Liberty Mutual June 1982 - Present
EF Hutton January 1981 - June 1982
Skills
Insurance, Selling, Life Insurance, Sales, Account Management, Direct Sales, Sales Management, New Business Development, Marketing, Customer Service, Customer Retention, Negotiation, Contract Negotiation, Strategic Planning, Team Building, Real Estate, Leadership, Marketing Strategy, CRM, Mortgage Lending, Small Business, Coaching
Education
University of Arizona 1978 — 1981
Bachelors, General Business
Mark Harper Mark Harper's EF Hutton Experience 1975 - 1980
Job Executive Business Development Consultant
Industry Financial Services
Experience
Harper Financial Consulting September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney January 1996 - June 2009
Overland Express Mutual Funds 1994 - 1996
Hyperion Capital 1992 - 1994
Prudential Securities 1980 - 1991
EF Hutton 1975 - 1980
Paine Webber 1972 - 1975
Education
Southern Methodist University
Business & Marketing
Harper Financial Consulting September 2009 - Present
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney January 1996 - June 2009
Overland Express Mutual Funds 1994 - 1996
Hyperion Capital 1992 - 1994
Prudential Securities 1980 - 1991
EF Hutton 1975 - 1980
Paine Webber 1972 - 1975
Education
Southern Methodist University
Business & Marketing
Kerry Goeller Kerry Goeller's EF Hutton Experience 1983 - 1986
Job Computer Artist at Havas Worldwide
Industry Marketing and Advertising
Experience
Havas Worldwide September 2008 - Present
Euro RSCG September 2008 - October 2012
Ogilvy & Mather July 1988 - January 2008
EF Hutton 1983 - 1986
Skills
Typography, QuarkXPress, Illustrator, InDesign, Photoshop, Layout, Advertising, Adobe Creative Suite, Retouching, Brochures, Graphic Design, Image Manipulation, Creative Direction, Creative Strategy, Direct Mail, Mac, Art Direction
Education
Rhode Island School of Design 1980 — 1984
North Arlington High School
Havas Worldwide September 2008 - Present
Euro RSCG September 2008 - October 2012
Ogilvy & Mather July 1988 - January 2008
EF Hutton 1983 - 1986
Skills
Typography, QuarkXPress, Illustrator, InDesign, Photoshop, Layout, Advertising, Adobe Creative Suite, Retouching, Brochures, Graphic Design, Image Manipulation, Creative Direction, Creative Strategy, Direct Mail, Mac, Art Direction
Education
Rhode Island School of Design 1980 — 1984
North Arlington High School
Cynthia Komarek, CRPC® Cynthia Komarek, CRPC®'s EF Hutton Experience June 1986 - September 1991
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2008 - Present
Merrill Lynch September 1991 - November 2008
E.F. Hutton June 1986 - September 1991
Education
Augustana College 1971 — 1975
B.A.
The University of Kansas 1978 — 1980
Graduate Studies
Wells Fargo Advisors, LLC November 2008 - Present
Merrill Lynch September 1991 - November 2008
E.F. Hutton June 1986 - September 1991
Education
Augustana College 1971 — 1975
B.A.
The University of Kansas 1978 — 1980
Graduate Studies
Phil Roth Phil Roth's EF Hutton Experience 1979 - 1988
Job Adjunct Professor of Technical Analysis at Fordham University
Industry Financial Services
Experience
MTAEF 2005 - Present
Fordham University September 2002 - Present
MTA 1975 - Present
Miller Tabak + Co. February 2002 - April 2012
Morgan Stanley 1994 - 2002
Dean Witter Reynolds 1989 - 1994
EF Hutton 1979 - 1988
Education
Rutgers University-New Brunswick 2014 — 2015
Master’s Degree, Economics
University of Notre Dame 1961 — 1965
BA, Economics
MTAEF 2005 - Present
Fordham University September 2002 - Present
MTA 1975 - Present
Miller Tabak + Co. February 2002 - April 2012
Morgan Stanley 1994 - 2002
Dean Witter Reynolds 1989 - 1994
EF Hutton 1979 - 1988
Education
Rutgers University-New Brunswick 2014 — 2015
Master’s Degree, Economics
University of Notre Dame 1961 — 1965
BA, Economics
John Weidner John Weidner's EF Hutton Experience 1985 - 1988
Job My focus is everything talent...acquiring, retaining, developing the people a company needs to win.
Industry Management Consulting
Experience
Cornell Global LLC 2001 - Present
Heroes In Transition July 2012 - Present
Pierway Associates LLC December 2009 - Present
GE Capital 1997 - 1999
Pierway Associates 1990 - 1997
Chemical Bank 1988 - 1990
E.F. Hutton 1985 - 1988
Bankers Trust 1981 - 1985
Skills
Executive Coaching, Management Consulting, Leadership Development, Start-ups, Entrepreneurship, Business Strategy, Program Management, Strategy, New Business Development, Recruiting, Leadership, Coaching, Negotiation, Organizational..., Business Planning, Strategic Planning, Succession Planning, Talent Management
Education
Boston University
MS, Counseling
Westminster College (MO)
BA, Political Science
Cornell Global LLC 2001 - Present
Heroes In Transition July 2012 - Present
Pierway Associates LLC December 2009 - Present
GE Capital 1997 - 1999
Pierway Associates 1990 - 1997
Chemical Bank 1988 - 1990
E.F. Hutton 1985 - 1988
Bankers Trust 1981 - 1985
Skills
Executive Coaching, Management Consulting, Leadership Development, Start-ups, Entrepreneurship, Business Strategy, Program Management, Strategy, New Business Development, Recruiting, Leadership, Coaching, Negotiation, Organizational..., Business Planning, Strategic Planning, Succession Planning, Talent Management
Education
Boston University
MS, Counseling
Westminster College (MO)
BA, Political Science
Paul Werlin Paul Werlin's EF Hutton Experience March 1979 - 1982
Job President at Human Capital Resources, Inc.
Industry Financial Services
Experience
Human Capital Resources, Inc. July 1995 - Present
Orion Products Group 2012 - Present
Raymond James 1994 - 1995
Wall Street Investment Services 1992 - 1993
Wall Street Access 1992 - 1993
United Pacific Financial Services 1989 - 1992
INVEST Financial 1987 - 1989
EF Hutton March 1979 - 1982
Skills
Strategic Consulting, New Business Development, Expert Witness Services, Banking, Insurance, Recruiting, Finance, Sales Management, Series 7, Series 63, Mutual Funds, Alternative Investments, Investment Advisory, Wealth Management, Securities, Financial Advisory, FINRA, ETFs, Financial Planners, 401k, Retirement, Equities, Relationship Management, Fixed Income, Financial Services, Series 24, Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Training, Leadership, Estate Planning, Wealth, Retirement Planning, Investment Strategies, IRAs, Series 6, Wealth Management..., Portfolio Management, Hedge Funds, Executive Search, Long-term Care, Asset Allocation, Capital Markets, Bonds, Executive Management, Investment Management, Asset Management, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
bs, microbiology
Human Capital Resources, Inc. July 1995 - Present
Orion Products Group 2012 - Present
Raymond James 1994 - 1995
Wall Street Investment Services 1992 - 1993
Wall Street Access 1992 - 1993
United Pacific Financial Services 1989 - 1992
INVEST Financial 1987 - 1989
EF Hutton March 1979 - 1982
Skills
Strategic Consulting, New Business Development, Expert Witness Services, Banking, Insurance, Recruiting, Finance, Sales Management, Series 7, Series 63, Mutual Funds, Alternative Investments, Investment Advisory, Wealth Management, Securities, Financial Advisory, FINRA, ETFs, Financial Planners, 401k, Retirement, Equities, Relationship Management, Fixed Income, Financial Services, Series 24, Fixed Annuities, Life Insurance, Investments, Strategic Financial..., Training, Leadership, Estate Planning, Wealth, Retirement Planning, Investment Strategies, IRAs, Series 6, Wealth Management..., Portfolio Management, Hedge Funds, Executive Search, Long-term Care, Asset Allocation, Capital Markets, Bonds, Executive Management, Investment Management, Asset Management, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
University of Massachusetts, Amherst 1970 — 1974
bs, microbiology
Margaret Sanchez Margaret Sanchez's EF Hutton Experience September 1985 - March 1988
Job Admin Manager with Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Sandie Hea, CRS, SRES's EF Hutton Experience October 1984 - March 1986
Job Expert on the St. Louis Real Estate Market
Industry Real Estate
Experience
RE/MAX Results November 1986 - Present
Clipper Cruise March 1986 - October 1986
EF Hutton October 1984 - March 1986
Skills
Foreclosures, Seniors, Home, Selling, CRS, Short Sales, Buyer Representation, First Time Home Buyers, First Time Buyers, Relocation, Distressed Property, Sellers, New Homes, Property, Real Estate Transactions, Investment Properties, Referrals, Real Estate, Home Staging, Residential Homes, Contract Negotiation, Listings
Education
University of Missouri-Saint Louis 1980 — 1981
B.S. Business Mgmt, Business
Southeast Missouri State University 1977 — 1980
B.S. Business Mgmt, Marketing and Management
RE/MAX Results November 1986 - Present
Clipper Cruise March 1986 - October 1986
EF Hutton October 1984 - March 1986
Skills
Foreclosures, Seniors, Home, Selling, CRS, Short Sales, Buyer Representation, First Time Home Buyers, First Time Buyers, Relocation, Distressed Property, Sellers, New Homes, Property, Real Estate Transactions, Investment Properties, Referrals, Real Estate, Home Staging, Residential Homes, Contract Negotiation, Listings
Education
University of Missouri-Saint Louis 1980 — 1981
B.S. Business Mgmt, Business
Southeast Missouri State University 1977 — 1980
B.S. Business Mgmt, Marketing and Management
Terry Tolbert's EF Hutton Experience October 1985 - October 1988
Job Financial Advisor for Allen & Company of Florida
Industry Financial Services
Experience
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Allen & Company of Florida March 2012 - Present
Merrill Lynch October 1988 - March 2012
EF Hutton October 1985 - October 1988
Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Portfolio Management, Securities, Financial Analysis, Asset Allocation, Retirement, Equities
Education
Stetson University 1982 — 1985
Master of Education (M.Ed.)
Methodist University 1978 — 1982
Bachelor of Arts (B.A.), Business Administration
Bonnie Silverman Bonnie Silverman's EF Hutton Experience December 1984 - June 1988
Job Promotional Products Expert ✔ I Increase Visibility and Sales With the Use of Promotional Products ✔
Industry Marketing and Advertising
Experience
Silver Line Specialties Promotional Products Atlanta September 1997 - Present
EF Hutton December 1984 - June 1988
Skills
Promotional Products, Trade Shows, Fundraising, Advertising, Corporate Gifts, Grand Openings, Specialty Advertising, Specialty Items, Customer Service, Public Speaking, Sales, Marketing, Logo Design, Leadership, Small Business, B2B, Social Media Marketing, Budgets, Marketing Strategy, Strategic Planning, Team Building, Social Media
Education
University of South Florida 1979 — 1983
BA, Social & Behavioral Sciences, Criminal Justice
Piper High School Sunrise, FL 1975 — 1979
HS Graduation Degree
Silver Line Specialties Promotional Products Atlanta September 1997 - Present
EF Hutton December 1984 - June 1988
Skills
Promotional Products, Trade Shows, Fundraising, Advertising, Corporate Gifts, Grand Openings, Specialty Advertising, Specialty Items, Customer Service, Public Speaking, Sales, Marketing, Logo Design, Leadership, Small Business, B2B, Social Media Marketing, Budgets, Marketing Strategy, Strategic Planning, Team Building, Social Media
Education
University of South Florida 1979 — 1983
BA, Social & Behavioral Sciences, Criminal Justice
Piper High School Sunrise, FL 1975 — 1979
HS Graduation Degree
Joanne Fazzano Joanne Fazzano's EF Hutton Experience January 1984 - March 1985
Job Clinical Psychology Student at Harvard University Extension School
Industry
Experience
Harvard University Extension School June 2012 - Present
American Red Cross September 2005 - Present
ABC6 News August 2005 - August 2006
Providence Ronald McDonald House January 2004 - March 2005
Rhode Island Employee Assistance Program August 2000 - January 2004
Gordon School August 1988 - June 2000
Caritas, Inc. 1995 - 2000
E.F. Hutton January 1984 - March 1985
WPRI-TV News April 1980 - January 1984
WJAR-TV November 1978 - January 1980
Skills
Psychotherapy, Writing, Editing, Public Speaking, Strategic Planning, Negotiation, Research, Budgets, Microsoft Office, Program Development, Public Relations, Community Outreach, Event Planning, PowerPoint, Event Management, Social Media, Nonprofits
Education
Boston University 1997 — 2000
MSW, Social Work
Boston College [Newton College of the Sacred Heart] 1973 — 1975
BA, English
Wheelock College 1970 — 1973
Education
University of Grenoble, Grenoble, France
French
Harvard University Extension School June 2012 - Present
American Red Cross September 2005 - Present
ABC6 News August 2005 - August 2006
Providence Ronald McDonald House January 2004 - March 2005
Rhode Island Employee Assistance Program August 2000 - January 2004
Gordon School August 1988 - June 2000
Caritas, Inc. 1995 - 2000
E.F. Hutton January 1984 - March 1985
WPRI-TV News April 1980 - January 1984
WJAR-TV November 1978 - January 1980
Skills
Psychotherapy, Writing, Editing, Public Speaking, Strategic Planning, Negotiation, Research, Budgets, Microsoft Office, Program Development, Public Relations, Community Outreach, Event Planning, PowerPoint, Event Management, Social Media, Nonprofits
Education
Boston University 1997 — 2000
MSW, Social Work
Boston College [Newton College of the Sacred Heart] 1973 — 1975
BA, English
Wheelock College 1970 — 1973
Education
University of Grenoble, Grenoble, France
French
Lynn Moon Lynn Moon's EF Hutton Experience 1965 - 1970
Job Founder Art for Barks, Sculptor
Industry Philanthropy
Experience
NonProfit Animal Charity: www.ArtforBarks.org January 2010 - Present
Registered Investment Advisor January 1970 - January 2000
EF Hutton 1965 - 1970
Skills
Dogs, Licensing, Editing, Strategic Planning, Microsoft Office, Art, Public Speaking, Fundraising, Program Development, Teaching, Team Building, Social Media, Marketing Strategy, Nonprofits, Volunteer Management, Public Relations, Entrepreneurship, Event Planning, Leadership Development, Community Outreach, Proposal Writing
Education
University of Illinois at Urbana-Champaign 1962 — 1964
Graduate Studies, Sociology/Rec Administration
San Diego State University-California State University 1959 — 1962
Bachelor's degree, Sociology/Rec. Administration
NonProfit Animal Charity: www.ArtforBarks.org January 2010 - Present
Registered Investment Advisor January 1970 - January 2000
EF Hutton 1965 - 1970
Skills
Dogs, Licensing, Editing, Strategic Planning, Microsoft Office, Art, Public Speaking, Fundraising, Program Development, Teaching, Team Building, Social Media, Marketing Strategy, Nonprofits, Volunteer Management, Public Relations, Entrepreneurship, Event Planning, Leadership Development, Community Outreach, Proposal Writing
Education
University of Illinois at Urbana-Champaign 1962 — 1964
Graduate Studies, Sociology/Rec Administration
San Diego State University-California State University 1959 — 1962
Bachelor's degree, Sociology/Rec. Administration
John Heil John Heil's EF Hutton Experience 1987 - 1992
Job President, Retirement Planning & Wealth Management at Market Capital Management, Inc.
Industry Financial Services
Experience
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
Trish German Trish German's EF Hutton Experience September 1984 - February 1986
Job Account Director at Mediaocean
Industry Computer Software
Experience
Mediaocean May 2008 - Present
Mediaocean January 2005 - Present
Donovan Data Systems January 2000 - March 2005
Donovan Data Systems March 1995 - January 2000
Donovan Data Systems February 1990 - March 1995
Donovan Data Systems February 1986 - December 1990
EF Hutton September 1984 - February 1986
Skills
Analytics, Digital Marketing, Enterprise Software, Management, Advertising, New Business Development, Strategy, Business Analysis, Social Media, Account Management, Software Development, Digital Media, CRM, Digital Strategy, Marketing Communications
Education
Management Training/EF Hutton 1984 — 1984
SUNY Albany 1979 — 1983
BS, Computer Science
Mediaocean May 2008 - Present
Mediaocean January 2005 - Present
Donovan Data Systems January 2000 - March 2005
Donovan Data Systems March 1995 - January 2000
Donovan Data Systems February 1990 - March 1995
Donovan Data Systems February 1986 - December 1990
EF Hutton September 1984 - February 1986
Skills
Analytics, Digital Marketing, Enterprise Software, Management, Advertising, New Business Development, Strategy, Business Analysis, Social Media, Account Management, Software Development, Digital Media, CRM, Digital Strategy, Marketing Communications
Education
Management Training/EF Hutton 1984 — 1984
SUNY Albany 1979 — 1983
BS, Computer Science
Robert Schroeder Robert Schroeder's EF Hutton Experience January 1987 - June 1988
Job Director, Enterprise Solutions
Industry Information Services
Experience
Association of Certified Financial Crime Specialists July 2015 - Present
ATI Nursing Education March 2006 - December 2014
MedAccuracy, LLC September 2004 - March 2006
Compliance Laboratories, LLC October 2000 - September 2004
Kansas Lawyer Service Corporation April 1997 - April 2000
Independent Investment & Insurance Broker June 1988 - April 1997
EF Hutton January 1987 - June 1988
Skills
Strategic Planning, Leadership, Cross-functional Team..., Customer Service, New Business Development, Process Improvement, Budgets, Contract Negotiation, Executive Management, Product Development, Start-ups, Change Management, Project Management, Sales, Sales Presentations, International Sales, Sales Management, Mergers & Acquisitions, Investment Capital, Commercialization, Strategy, Microsoft Excel, Negotiation, Public Speaking, Volunteer Management, Community Outreach
Education
Center for Creative Leadership
"Leading Teams for Impact"
Taylor University
Bachelor's Degree, Vocal Performance
University of Nebraska-Lincoln
Graduate Studies, School of Music
Association of Certified Financial Crime Specialists July 2015 - Present
ATI Nursing Education March 2006 - December 2014
MedAccuracy, LLC September 2004 - March 2006
Compliance Laboratories, LLC October 2000 - September 2004
Kansas Lawyer Service Corporation April 1997 - April 2000
Independent Investment & Insurance Broker June 1988 - April 1997
EF Hutton January 1987 - June 1988
Skills
Strategic Planning, Leadership, Cross-functional Team..., Customer Service, New Business Development, Process Improvement, Budgets, Contract Negotiation, Executive Management, Product Development, Start-ups, Change Management, Project Management, Sales, Sales Presentations, International Sales, Sales Management, Mergers & Acquisitions, Investment Capital, Commercialization, Strategy, Microsoft Excel, Negotiation, Public Speaking, Volunteer Management, Community Outreach
Education
Center for Creative Leadership
"Leading Teams for Impact"
Taylor University
Bachelor's Degree, Vocal Performance
University of Nebraska-Lincoln
Graduate Studies, School of Music
Joe Milam Joe Milam's EF Hutton Experience March 1985 - February 1990
Job CEO AngelSpan, Inc.
Industry Venture Capital & Private Equity
Experience
AngelSpan, Inc. December 2013 - Present
Legacy Capital Management August 1993 - May 2013
Angel Legacy, LLC April 2000 - September 2003
G.T. Investment Counsel February 1990 - August 1993
E.F. Hutton March 1985 - February 1990
Skills
Financial Advisory, Equities, Private Equity, Investments, Asset Management, Portfolio Management, Financial Services, Hedge Funds, Wealth Management, Valuation, Wealth, Sales, Asset Managment, Angel Investing, Estate Planning, Due Diligence, Investment Strategies, Venture Capital, Corporate Finance, Leadership, Mergers & Acquisitions, Alternative Investments, Finance, Wealth Management..., Fixed Income, Financial Markets, Financial Modeling, Entrepreneurship, Financial Analysis, Strategic Financial..., Asset Allocation, Investment Advisory, Series 7, Business Planning, Executive Management, Start-ups
Education
California State University-Chico 1980 — 1984
Business, Finance
AngelSpan, Inc. December 2013 - Present
Legacy Capital Management August 1993 - May 2013
Angel Legacy, LLC April 2000 - September 2003
G.T. Investment Counsel February 1990 - August 1993
E.F. Hutton March 1985 - February 1990
Skills
Financial Advisory, Equities, Private Equity, Investments, Asset Management, Portfolio Management, Financial Services, Hedge Funds, Wealth Management, Valuation, Wealth, Sales, Asset Managment, Angel Investing, Estate Planning, Due Diligence, Investment Strategies, Venture Capital, Corporate Finance, Leadership, Mergers & Acquisitions, Alternative Investments, Finance, Wealth Management..., Fixed Income, Financial Markets, Financial Modeling, Entrepreneurship, Financial Analysis, Strategic Financial..., Asset Allocation, Investment Advisory, Series 7, Business Planning, Executive Management, Start-ups
Education
California State University-Chico 1980 — 1984
Business, Finance
Marilyn S. Weaver, PhD, CFP Marilyn S. Weaver, PhD, CFP's EF Hutton Experience 1984 - 1990
Job Vice President at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage, Inc November 2001 - Present
EF Hutton 1984 - 1990
Skills
Retirement, Series 7, Retirement Planning, Municipal Bonds, Customer Service, IRAs, 401k, Asset Allocation, Employee Benefits, Mutual Funds, Series 63, Fixed Income, Investments, Marketing, Real Estate, Pensions, Long-term Care, Fixed Annuities, Wealth Management..., Retirement Plan..., Sales
Education
University of Denver 1983 — 1987
PhD, Administration of Higher Education
University of Oklahoma 1975 — 1977
Master of Science, Sport Science
The University of Texas at Austin 1972 — 1975
Bachelor of Science, English and Physical Education
Presidential Brokerage, Inc November 2001 - Present
EF Hutton 1984 - 1990
Skills
Retirement, Series 7, Retirement Planning, Municipal Bonds, Customer Service, IRAs, 401k, Asset Allocation, Employee Benefits, Mutual Funds, Series 63, Fixed Income, Investments, Marketing, Real Estate, Pensions, Long-term Care, Fixed Annuities, Wealth Management..., Retirement Plan..., Sales
Education
University of Denver 1983 — 1987
PhD, Administration of Higher Education
University of Oklahoma 1975 — 1977
Master of Science, Sport Science
The University of Texas at Austin 1972 — 1975
Bachelor of Science, English and Physical Education
Robert Jaffe Robert Jaffe's EF Hutton Experience 1986 - 1988
Job Senior Vice President at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) November 2011 - Present
Royal Alliance Associates INC November 2011 - Present
RBC Financial July 2002 - November 2011
Lehman 1998 - 2002
Bear Stearns 1992 - 1998
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1986 - 1988
Johnson & Johnson 1984 - 1986
Skills
Private Equity, Portfolio Management, Asset Managment, Venture Capital, Asset Management, Investments, Securities
Education
University of California, Santa Barbara 1982 — 1984
BS, International Relations
University of California, Santa Barbara 1982 — 1984
International Relations, International Relations
Freedom Capital Management (FCM) November 2011 - Present
Royal Alliance Associates INC November 2011 - Present
RBC Financial July 2002 - November 2011
Lehman 1998 - 2002
Bear Stearns 1992 - 1998
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1986 - 1988
Johnson & Johnson 1984 - 1986
Skills
Private Equity, Portfolio Management, Asset Managment, Venture Capital, Asset Management, Investments, Securities
Education
University of California, Santa Barbara 1982 — 1984
BS, International Relations
University of California, Santa Barbara 1982 — 1984
International Relations, International Relations
Bill Spivey Bill Spivey's EF Hutton Experience September 1976 - February 1979
Job Complex Manager & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 1987 - Present
Interstate Securities July 1981 - December 1987
Paine Webber January 1979 - June 1981
EF Hutton September 1976 - February 1979
US Army 1971 - 1973
Skills
Investments, Mutual Funds, Stocks, Options Strategies, ETFs, Financial Markets, 529 Plans, IRAs, 401k
Education
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Science (BS), Business Administration
Wells Fargo Advisors December 1987 - Present
Interstate Securities July 1981 - December 1987
Paine Webber January 1979 - June 1981
EF Hutton September 1976 - February 1979
US Army 1971 - 1973
Skills
Investments, Mutual Funds, Stocks, Options Strategies, ETFs, Financial Markets, 529 Plans, IRAs, 401k
Education
University of North Carolina at Chapel Hill 1973 — 1976
Bachelor of Science (BS), Business Administration
Mary Leffel Mary Leffel's EF Hutton Experience 1987 - 1988
Job Account Management
Industry Information Technology and Services
Experience
Save the Children US March 2013 - Present
NewsEdge 1996 - 1999
Bridge Information Systems 1995 - 1996
Dow Jones Telerate 1990 - 1995
First Chicago Bank & Trust 1988 - 1990
EF Hutton 1987 - 1988
Morgan Stanley 1984 - 1987
Skills
Market Data, Leadership, Solution Selling, Account Management
Education
Skidmore College
Bachelor of Science (BS), Business, 1981
Save the Children US March 2013 - Present
NewsEdge 1996 - 1999
Bridge Information Systems 1995 - 1996
Dow Jones Telerate 1990 - 1995
First Chicago Bank & Trust 1988 - 1990
EF Hutton 1987 - 1988
Morgan Stanley 1984 - 1987
Skills
Market Data, Leadership, Solution Selling, Account Management
Education
Skidmore College
Bachelor of Science (BS), Business, 1981
Wendy Ehrlich CRPC® Wendy Ehrlich CRPC®'s EF Hutton Experience February 1982 - June 1985
Job Regional Vice President, OppenheimerFunds, Long Island, NY
Industry Financial Services
Experience
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
Vince Pasqualicchio Vince Pasqualicchio's EF Hutton Experience 1986 - 1988
Job Senior Management Consultant at Cutter Associates
Industry Information Technology and Services
Experience
Cutter Associates November 2012 - Present
MetLife 2008 - October 2012
MetLife 2000 - 2008
MetLife 1992 - 2000
MetLife 1988 - 1992
E.F. Hutton 1986 - 1988
Citibank 1982 - 1986
Chase Bank 1979 - 1982
Con Edison 1977 - 1979
Skills
IT Strategy, IT Transformation, Business Transformation, IT Executive Management, Global IT Operations, IT Leadership, IT Solutions, IT Investment Management, ITIL, IT Outsourcing, Collaboration, Investments, IT M&A, Financial Accounting, Trading, PMO, Agile Methodologies, Governance, Cloud Computing, IT Financial Management, CIO Advisory Services, Contract Negotiation, Vendor Management, IT Management, Enterprise Architecture, SDLC, Strategy, Risk Management, Analysis, Enterprise Software, IT Operations, Data Warehousing, Project Management, Program Management, Software Development, Integration, Business Intelligence, Mergers & Acquisitions, Project Portfolio..., Leadership, Business Continuity, Resource Management, Outsourcing, Business Development, Infrastructure, PMP, Business Analysis, Business Process..., Business Process, IT Service Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Information Technology Executive Education
Columbia Business School
CIO Leadership
Babson College - Franklin W. Olin Graduate School of Business
Business Acumen Program
City University of New York-Brooklyn College 1972 — 1977
Bachelor of Science, Information Technology
Cutter Associates November 2012 - Present
MetLife 2008 - October 2012
MetLife 2000 - 2008
MetLife 1992 - 2000
MetLife 1988 - 1992
E.F. Hutton 1986 - 1988
Citibank 1982 - 1986
Chase Bank 1979 - 1982
Con Edison 1977 - 1979
Skills
IT Strategy, IT Transformation, Business Transformation, IT Executive Management, Global IT Operations, IT Leadership, IT Solutions, IT Investment Management, ITIL, IT Outsourcing, Collaboration, Investments, IT M&A, Financial Accounting, Trading, PMO, Agile Methodologies, Governance, Cloud Computing, IT Financial Management, CIO Advisory Services, Contract Negotiation, Vendor Management, IT Management, Enterprise Architecture, SDLC, Strategy, Risk Management, Analysis, Enterprise Software, IT Operations, Data Warehousing, Project Management, Program Management, Software Development, Integration, Business Intelligence, Mergers & Acquisitions, Project Portfolio..., Leadership, Business Continuity, Resource Management, Outsourcing, Business Development, Infrastructure, PMP, Business Analysis, Business Process..., Business Process, IT Service Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Information Technology Executive Education
Columbia Business School
CIO Leadership
Babson College - Franklin W. Olin Graduate School of Business
Business Acumen Program
City University of New York-Brooklyn College 1972 — 1977
Bachelor of Science, Information Technology
James Feeney James Feeney's EF Hutton Experience April 1980 - April 1983
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Nancy Wright-Ross's EF Hutton Experience 1979 - 1980
Job Innovative Marketing Manager at Bruker Optics
Industry Marketing and Advertising
Experience
Bruker Optics November 2011 - Present
Bruker Optics November 2011 - Present
Carl Zeiss NTS, LLC July 2010 - November 2011
Anvil International September 2000 - June 2009
Starensier, Inc June 1999 - June 2000
Tyco International, Inc January 1998 - June 1999
EF Hutton 1979 - 1980
EF Hutton 1979 - 1980
Skills
Trade Shows, Marketing, Marketing Communications, Advertising, Lead Generation, Sales, Strategic Planning, SEO, Product Development, Account Management, Sales Management, Product Launch, Customer Service, Sales Operations, Inventory Management, Marketing Strategy, Project Management, Public Relations, Leadership, Pricing, Business Development, Management, International Sales, Budgets
Education
Southern New Hampshire University 1993 — 2000
Bachelor of Science, Business Studies; Marketing
Blended Technical Solutions
Certificate in Adobe CS4
Bruker Optics November 2011 - Present
Bruker Optics November 2011 - Present
Carl Zeiss NTS, LLC July 2010 - November 2011
Anvil International September 2000 - June 2009
Starensier, Inc June 1999 - June 2000
Tyco International, Inc January 1998 - June 1999
EF Hutton 1979 - 1980
EF Hutton 1979 - 1980
Skills
Trade Shows, Marketing, Marketing Communications, Advertising, Lead Generation, Sales, Strategic Planning, SEO, Product Development, Account Management, Sales Management, Product Launch, Customer Service, Sales Operations, Inventory Management, Marketing Strategy, Project Management, Public Relations, Leadership, Pricing, Business Development, Management, International Sales, Budgets
Education
Southern New Hampshire University 1993 — 2000
Bachelor of Science, Business Studies; Marketing
Blended Technical Solutions
Certificate in Adobe CS4
Maria DeMarco Beardsley Maria DeMarco Beardsley's EF Hutton Experience 1985 - 1986
Job Experienced Fine Arts Administrator/ Department Head Exhibitions
Industry Museums and Institutions
Experience
Independent Art Consultant July 2012 - Present
The Museum of Modern Art January 1988 - February 2013
The Museum of Modern Art 1995 - 2000
The Museum of Modern Art 1991 - 1994
The Museum of Modern Art 1988 - 1992
Modern Abstract Company January 1987 - December 1987
E.F. Hutton 1985 - 1986
Skills
Museums, Museum Collections, Art History, Curating, Art, Strategic Consulting, Art Exhibitions, Fine Art, Fine Arts Insurance, Management Consulting, Project Planning, Project Management, Couriers, Floral Design, Florals, History, Digitization, Museum Education, Printmaking, Contemporary Art, Cultural Heritage, Cultural Institutions, Archives, Galleries, Public Art, Management, Art Handling, Fundraising, Oral History, Cataloging, Visual Arts, Drawing, Nonprofits, Lecturing, Arts Administration, Exhibit Design, Modern Art, Raiser's Edge, Fundraisers, Museology, Editing, Gallery Administration, Painting, Art Gallery, Program Management, Art Criticism, Curatorial Projects, History of Art, Insurance, Art Education
Education
Union County College 2012 — 2012
Certificate, Floral Design
City University of New York-Hunter College 1992 — 1996
MA, Art History
The New School 1987 — 1991
Art History
Skidmore College 1981 — 1985
BS, Business
Bishop Kearney High School 1977 — 1981
Our Lady Help of Christians 1969 — 1977
Independent Art Consultant July 2012 - Present
The Museum of Modern Art January 1988 - February 2013
The Museum of Modern Art 1995 - 2000
The Museum of Modern Art 1991 - 1994
The Museum of Modern Art 1988 - 1992
Modern Abstract Company January 1987 - December 1987
E.F. Hutton 1985 - 1986
Skills
Museums, Museum Collections, Art History, Curating, Art, Strategic Consulting, Art Exhibitions, Fine Art, Fine Arts Insurance, Management Consulting, Project Planning, Project Management, Couriers, Floral Design, Florals, History, Digitization, Museum Education, Printmaking, Contemporary Art, Cultural Heritage, Cultural Institutions, Archives, Galleries, Public Art, Management, Art Handling, Fundraising, Oral History, Cataloging, Visual Arts, Drawing, Nonprofits, Lecturing, Arts Administration, Exhibit Design, Modern Art, Raiser's Edge, Fundraisers, Museology, Editing, Gallery Administration, Painting, Art Gallery, Program Management, Art Criticism, Curatorial Projects, History of Art, Insurance, Art Education
Education
Union County College 2012 — 2012
Certificate, Floral Design
City University of New York-Hunter College 1992 — 1996
MA, Art History
The New School 1987 — 1991
Art History
Skidmore College 1981 — 1985
BS, Business
Bishop Kearney High School 1977 — 1981
Our Lady Help of Christians 1969 — 1977
Wendy Willard Wendy Willard's EF Hutton Experience 1981 - 1989
Job VP/Sr Compliance Testing Specialist
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Susan Perkins Stark, CFA Susan Perkins Stark, CFA's EF Hutton Experience 1981 - 1985
Job Cofounder at JST Management, LLC
Industry Financial Services
Experience
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
JST Management, LLC January 2012 - Present
West County Investment Group January 2009 - Present
Skydive City, Inc. October 1990 - Present
Provident Investment Counsel November 1999 - December 2008
Bear Stearns February 1999 - November 1999
ARCO Investment Management April 1993 - December 1998
Raymond James 1990 - 1992
Altman Brenner Wasserman 1985 - 1989
EF Hutton 1981 - 1985
Skills
Alternative Investments, Equities, Equity Research, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investor Relations, Financial Analysis, Trading, Equity Valuation, Business Valuation, Investment Management, Financial Modeling, Analysis
Education
Western New England University School of Law 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Savannah State University 1992 — 1992
Accounting
New York University - Leonard N. Stern School of Business 1979 — 1981
M.B.A., Finance
University of Vermont 1974 — 1978
B.S., Finance
Northfield Mount Hermon School 1970 — 1974
Linda Geiger's EF Hutton Experience 1983 - 1986
Job Experienced Marketing Professional with Successful Track Record
Industry Marketing and Advertising
Experience
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
The Winthrop Group 2001 - Present
Macromedia 2005 - 2007
OfficeClick.com 1998 - 2000
Intuit 1995 - 1996
Wells Fargo Bank 1989 - 1995
Wells Fargo 1989 - 1994
E.F. Hutton 1983 - 1986
Skills
Strategy, Email Marketing, Analytics, E-commerce, Start-ups, Strategic Partnerships, Marketing Strategy, Product Marketing, Direct Marketing, Product Management, Market Research, Integrated Marketing, Marketing, Creative Direction, SaaS, Business, B2B, Demand Generation, Leadership, Management, Enterprise Software
Education
Stanford University Graduate School of Business 1986 — 1988
MBA
Bowdoin College 1978 — 1982
BA
Gregg Griner's EF Hutton Experience 1986 - 1987
Job Partner at Gunderson Dettmer Stough Villenueve Franklin & Hachigian, LLP
Industry Law Practice
Experience
Gunderson Dettmer Stough Villenueve Franklin & Hachigian, LLP January 2005 - Present
Testa, Hurwitz & Thibeault, LLP April 1998 - January 2005
Cooley Godward Kronish LLP April 1996 - April 1998
Testa, Hurwitz & Thibeault, LLP September 1992 - April 1996
Gardner Carton & Douglas 1991 - 1991
EF Hutton 1986 - 1987
Skills
Mergers, IPO, Start-ups, Private Placements, Acquisitions, Equities, Venture Capital, Corporate Governance, Securities Regulation, Private Equity, Intellectual Property, Due Diligence, Licensing, Corporate Finance, Mergers & Acquisitions, Healthcare, Pharmaceutical Industry, Social Media, Strategic Partnerships
Education
University of Chicago Law School 1989 — 1992
JD
New York University - Leonard N. Stern School of Business 1986 — 1987
Stanford University 1982 — 1986
AB, American Studies
The Elgin Academy 1976 — 1982
Gunderson Dettmer Stough Villenueve Franklin & Hachigian, LLP January 2005 - Present
Testa, Hurwitz & Thibeault, LLP April 1998 - January 2005
Cooley Godward Kronish LLP April 1996 - April 1998
Testa, Hurwitz & Thibeault, LLP September 1992 - April 1996
Gardner Carton & Douglas 1991 - 1991
EF Hutton 1986 - 1987
Skills
Mergers, IPO, Start-ups, Private Placements, Acquisitions, Equities, Venture Capital, Corporate Governance, Securities Regulation, Private Equity, Intellectual Property, Due Diligence, Licensing, Corporate Finance, Mergers & Acquisitions, Healthcare, Pharmaceutical Industry, Social Media, Strategic Partnerships
Education
University of Chicago Law School 1989 — 1992
JD
New York University - Leonard N. Stern School of Business 1986 — 1987
Stanford University 1982 — 1986
AB, American Studies
The Elgin Academy 1976 — 1982
Randall Gadberry's EF Hutton Experience January 1982 - November 1988
Job Owner, GLOBAL REALTY NETWORK
Industry Real Estate
Experience
REALTY EXECUTIVES SUMMIT August 2007 - Present
GLOBAL REALTY NETWORK September 1997 - Present
Coldwell Banker - Dan Blough 1992 - 2004
Doane Western 1997 - 1999
Pearson Realty 1995 - 1997
E.F. Hutton January 1982 - November 1988
Richardson Greenshields 1981 - 1982
Education
California State University, Fresno 1969 — 2002
REALTY EXECUTIVES SUMMIT August 2007 - Present
GLOBAL REALTY NETWORK September 1997 - Present
Coldwell Banker - Dan Blough 1992 - 2004
Doane Western 1997 - 1999
Pearson Realty 1995 - 1997
E.F. Hutton January 1982 - November 1988
Richardson Greenshields 1981 - 1982
Education
California State University, Fresno 1969 — 2002
Jacqueline Gasparino's EF Hutton Experience 1984 - 1988
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2010 - Present
Citigroup June 1984 - July 2010
EF Hutton 1984 - 1988
Skills
Corporate Actions, Middle Office, Prime Brokerage, Fixed Income, Securities Lending, Back Office, Trading Systems, Operational Risk, Capital Markets, Investment Banking, Equities, Operational Risk..., Reference Data, Bonds, Wealth Management, Private Banking, Bloomberg, Risk Management, Settlement, Emerging Markets, Portfolio Management, Collateral Management, Market Data, Financial Services, Equity Derivatives, Global Custody, Mutual Funds, Swaps, Alternative Investments, Hedge Funds, Options, FINRA, Series 7, SWIFT payments, Fund Accounting, Series 63, Securities, FX Options, Financial Markets, Financial Risk, Sybase, AML, Credit Derivatives, Electronic Trading, Asset Management, Trading
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MS, BBA - Finance, MS- Information Systems
Deutsche Bank July 2010 - Present
Citigroup June 1984 - July 2010
EF Hutton 1984 - 1988
Skills
Corporate Actions, Middle Office, Prime Brokerage, Fixed Income, Securities Lending, Back Office, Trading Systems, Operational Risk, Capital Markets, Investment Banking, Equities, Operational Risk..., Reference Data, Bonds, Wealth Management, Private Banking, Bloomberg, Risk Management, Settlement, Emerging Markets, Portfolio Management, Collateral Management, Market Data, Financial Services, Equity Derivatives, Global Custody, Mutual Funds, Swaps, Alternative Investments, Hedge Funds, Options, FINRA, Series 7, SWIFT payments, Fund Accounting, Series 63, Securities, FX Options, Financial Markets, Financial Risk, Sybase, AML, Credit Derivatives, Electronic Trading, Asset Management, Trading
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MS, BBA - Finance, MS- Information Systems
Alan Shanken's EF Hutton Experience 1985 - 1988
Job Director at Credit Suisse Private Bank
Industry Financial Services
Experience
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Credit Suisse - Private Banking May 1995 - Present
Lehman Brothers September 1988 - May 1995
EF Hutton 1985 - 1988
EF Hutton 1985 - 1988
Skills
Fixed Income, Business Development, Start-ups, Investments, Strategic Planning, Equities, Hedge Funds, Investment Banking, Management, Private Equity, Leadership, Portfolio Management, Strategy, Asset Management, Derivatives, Capital Markets, Financial Modeling, Special Situations, Wealth Management, Change Management
Education
University of Arizona 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Martin Loftus's EF Hutton Experience 1977 - 1987
Job Volatility Trader
Industry Capital Markets
Experience
Independent Contractor January 2015 - Present
OBEX Securities September 2012 - October 2014
Dinosaur Securities LLC July 2009 - August 2012
CDFL Advisors LLC January 1999 - December 2011
Refco Securities LLC 1988 - 1999
Refco 1987 - 1999
EF Hutton 1977 - 1987
Skills
Derivatives, Hedge Funds, Portfolio Management, Fixed Income, Structured Finance, Trading, Equities, Finance, Options, Asset Management, Capital Markets
Education
St Benedict's Prep 1968 — 1972
Siena College
Independent Contractor January 2015 - Present
OBEX Securities September 2012 - October 2014
Dinosaur Securities LLC July 2009 - August 2012
CDFL Advisors LLC January 1999 - December 2011
Refco Securities LLC 1988 - 1999
Refco 1987 - 1999
EF Hutton 1977 - 1987
Skills
Derivatives, Hedge Funds, Portfolio Management, Fixed Income, Structured Finance, Trading, Equities, Finance, Options, Asset Management, Capital Markets
Education
St Benedict's Prep 1968 — 1972
Siena College
Barbara Cranner's EF Hutton Experience November 1982 - August 1983
Job Owner, Dr. Holmquist Healthcare
Industry Cosmetics
Experience
Dr. Holmquist Healthcare Investment AdvisorMorgan StanleyJuly 2005 - December 2007
Smith Barney October 2002 - July 2005
Bank One September 1997 - September 2002
Hibernia National Bank March 1995 - September 1997
Southcoast Capital April 1992 - January 1993
Howard Weil July 1985 - January 1992
Dean Witter August 1983 - June 1985
EF Hutton November 1982 - August 1983
Education
Tulane University 1977 — 1980
Dr. Holmquist Healthcare Investment AdvisorMorgan StanleyJuly 2005 - December 2007
Smith Barney October 2002 - July 2005
Bank One September 1997 - September 2002
Hibernia National Bank March 1995 - September 1997
Southcoast Capital April 1992 - January 1993
Howard Weil July 1985 - January 1992
Dean Witter August 1983 - June 1985
EF Hutton November 1982 - August 1983
Education
Tulane University 1977 — 1980
Warren Antler's EF Hutton Experience January 1978 - January 1982
Job VPCEF Specialist at AST Fund Solutions
Industry Financial Services
Experience
AST Fund Solutions February 2010 - Present
Altman Group February 2003 - February 2010
Corporate Investors Communication January 1997 - January 2003
LaRose- Forte Sports and Entertainment Group. January 1992 - January 1997
Starkives Inc January 1985 - January 1990
LF Rothschild Unterberg Tobin January 1984 - January 1985
Merrill Lynch January 1982 - January 1984
EF Hutton January 1978 - January 1982
Skills
Equities, Hedge Funds, Investor Relations, Customer Service, Corporate Governance, Management, Marketing Strategy, Mutual Funds, Capital Markets, Securities, IPO, Private Equity, Investments, Business Strategy
Education
Springfield College 1973 — 1977
AST Fund Solutions February 2010 - Present
Altman Group February 2003 - February 2010
Corporate Investors Communication January 1997 - January 2003
LaRose- Forte Sports and Entertainment Group. January 1992 - January 1997
Starkives Inc January 1985 - January 1990
LF Rothschild Unterberg Tobin January 1984 - January 1985
Merrill Lynch January 1982 - January 1984
EF Hutton January 1978 - January 1982
Skills
Equities, Hedge Funds, Investor Relations, Customer Service, Corporate Governance, Management, Marketing Strategy, Mutual Funds, Capital Markets, Securities, IPO, Private Equity, Investments, Business Strategy
Education
Springfield College 1973 — 1977
Mario Maccario's EF Hutton Experience November 1986 - December 1987
Job Senior Trader at EFG Bank
Industry Banking
Experience
EFG Bank August 2013 - Present
Barclays Wealth November 2007 - May 2013
UBS Monaco 2003 - 2007
Global Securities SAM May 1991 - April 2003
PaineWebber June 1988 - April 1991
PaineWebber January 1988 - June 1988
EF Hutton November 1986 - December 1987
Skills
Wealth Management, Private Banking, Investment Advisory, Trading Systems, Portfolio Management, Equities, Structured Products, FX Options, Investments, Wealth Management..., Alternative Investments, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Derivatives, Capital Markets, Bonds, Private Equity, Trading, Investment Banking, Investment Strategies, Equity Derivatives, Emerging Markets, Bloomberg, Hedge Funds, Options, Financial Structuring, Financial Modeling, Banking, Securities, Fund Of Funds, Investment Management, Funding, Commodity, Electronic Trading, Equity Trading, Structured Finance, Swaps, Mutual Funds, Financial Services, ETFs, Hedging, Valuation, Financial Risk, Financial Advisory, Middle Office, Interest Rate..., Proprietary Trading, FX trading
Education
Università degli Studi di Milano 1981 — 1986
Bachelor in Political Science, International Politics
Buscaglia
Liceo Classico Tito Livio
EFG Bank August 2013 - Present
Barclays Wealth November 2007 - May 2013
UBS Monaco 2003 - 2007
Global Securities SAM May 1991 - April 2003
PaineWebber June 1988 - April 1991
PaineWebber January 1988 - June 1988
EF Hutton November 1986 - December 1987
Skills
Wealth Management, Private Banking, Investment Advisory, Trading Systems, Portfolio Management, Equities, Structured Products, FX Options, Investments, Wealth Management..., Alternative Investments, Fixed Income, Asset Management, Asset Allocation, Financial Markets, Derivatives, Capital Markets, Bonds, Private Equity, Trading, Investment Banking, Investment Strategies, Equity Derivatives, Emerging Markets, Bloomberg, Hedge Funds, Options, Financial Structuring, Financial Modeling, Banking, Securities, Fund Of Funds, Investment Management, Funding, Commodity, Electronic Trading, Equity Trading, Structured Finance, Swaps, Mutual Funds, Financial Services, ETFs, Hedging, Valuation, Financial Risk, Financial Advisory, Middle Office, Interest Rate..., Proprietary Trading, FX trading
Education
Università degli Studi di Milano 1981 — 1986
Bachelor in Political Science, International Politics
Buscaglia
Liceo Classico Tito Livio
Steve Terrell's EF Hutton Experience 1980 - 1988
Job Network & Infosec engineer, IT manager at Illinois Mathematics and Science Academy
Industry Computer & Network Security
Experience
Illinois Mathematics and Science Academy September 1996 - Present
Arthur Andersen June 1989 - June 1994
EF Hutton 1980 - 1988
Skills
Linux, HTML, Information Security..., Disaster Recovery, Virtualization, Windows, MySQL, PHP, Wireless Networking, Network Engineering, Network Security, Cisco Technologies, Firewalls, VMware, Unix, Windows Server, Higher Education, Active Directory
Education
Southern Illinois University, Carbondale 1974 — 1977
College of Lake County 1971 — 1973
Illinois Mathematics and Science Academy September 1996 - Present
Arthur Andersen June 1989 - June 1994
EF Hutton 1980 - 1988
Skills
Linux, HTML, Information Security..., Disaster Recovery, Virtualization, Windows, MySQL, PHP, Wireless Networking, Network Engineering, Network Security, Cisco Technologies, Firewalls, VMware, Unix, Windows Server, Higher Education, Active Directory
Education
Southern Illinois University, Carbondale 1974 — 1977
College of Lake County 1971 — 1973
Michael J Malfi Jr's EF Hutton Experience June 1972 - November 1978
Job Retired
Industry Furniture
Experience
Empire Office November 1978 - December 2002
E.F Hutton June 1972 - November 1978
Phase V January 1967 - May 1972
Skills
Budgets, Furniture, Sales Management, Space-planning, Contract Negotiation, Sales, Account Management, Retail, Selling, Purchasing, New Business Development, Negotiation, Strategic Planning, Team Building, B2B, Forecasting, Space planning, Space Planning
Education
Pace University 1968 — 1972
Accounting
Empire Office November 1978 - December 2002
E.F Hutton June 1972 - November 1978
Phase V January 1967 - May 1972
Skills
Budgets, Furniture, Sales Management, Space-planning, Contract Negotiation, Sales, Account Management, Retail, Selling, Purchasing, New Business Development, Negotiation, Strategic Planning, Team Building, B2B, Forecasting, Space planning, Space Planning
Education
Pace University 1968 — 1972
Accounting
Richard Walsh's EF Hutton Experience 1984 - 1988
Job Owner, TriState Management Holding LLC
Industry Investment Management
Experience
Tri-State Management Holding Company LLC 2003 - Present
KOTL Trading 1998 - 2004
Citibank 1995 - 1998
The Chase Manhattan Bank 1992 - 1995
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1984 - 1988
Skills
Securities, Equities, Trading, Derivatives, Equity Trading, Foreign Exchange, FX trading, Hedge Funds, Entrepreneurship, Strategic Planning, Series 7, Capital Markets, FX Options, Financial Markets
Education
Pittsburgh Technical Institute 2007 — 2008
IT/Computer Networking
State University of New York College at Oneonta
Tri-State Management Holding Company LLC 2003 - Present
KOTL Trading 1998 - 2004
Citibank 1995 - 1998
The Chase Manhattan Bank 1992 - 1995
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1984 - 1988
Skills
Securities, Equities, Trading, Derivatives, Equity Trading, Foreign Exchange, FX trading, Hedge Funds, Entrepreneurship, Strategic Planning, Series 7, Capital Markets, FX Options, Financial Markets
Education
Pittsburgh Technical Institute 2007 — 2008
IT/Computer Networking
State University of New York College at Oneonta
michael brzozowski's EF Hutton Experience November 1985 - October 1987
Job avp at AXA Advisors
Industry Insurance
Experience
AXA Advisors August 1993 - Present
National Association of Securities Dealers - FINRA August 1988 - August 1993
Paine Webber October 1987 - August 1988
EF Hutton November 1985 - October 1987
Skills
Series 24, Series 7, Compliance, Series 63, FINRA, Insurance, Annuities, Securities, Mutual Funds, Investment Advisory
Education
State University of New York College at Oswego 1980 — 1985
BA, History/Economics
Uniondale High School 1978 — 1980
Maria regina
AXA Advisors August 1993 - Present
National Association of Securities Dealers - FINRA August 1988 - August 1993
Paine Webber October 1987 - August 1988
EF Hutton November 1985 - October 1987
Skills
Series 24, Series 7, Compliance, Series 63, FINRA, Insurance, Annuities, Securities, Mutual Funds, Investment Advisory
Education
State University of New York College at Oswego 1980 — 1985
BA, History/Economics
Uniondale High School 1978 — 1980
Maria regina
Karen Harrington Hicks's EF Hutton Experience March 1982 - December 1984
Job Reference Librarian at Monmouth County Library
Industry Libraries
Experience
Monmouth County Library January 2000 - Present
Old Bridge Public Library January 1998 - January 2000
EF Hutton March 1982 - December 1984
Skills
Library Science, Library Instruction, Virtual Reference, Electronic Resources, Computer Instruction
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
M.L.S.
Monmouth County Library January 2000 - Present
Old Bridge Public Library January 1998 - January 2000
EF Hutton March 1982 - December 1984
Skills
Library Science, Library Instruction, Virtual Reference, Electronic Resources, Computer Instruction
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1998
M.L.S.
Louis Satenstein's EF Hutton Experience April 1982 - March 1986
Job Director at GMP Securities, LLC
Industry Capital Markets
Experience
GMP Securities March 2001 - Present
ING September 1999 - March 2001
Lehman Brothers June 1997 - March 1999
Paine Webber April 1991 - June 1997
Prudential Financial March 1986 - April 1991
EF Hutton April 1982 - March 1986
Skills
High Yield, Securities, Convertible Bonds, Institutional, Bonds, Equities, Debt, Credit, Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Trading, Bloomberg, Options
Education
University of Miami 1969 — 1973
Bachelor of Arts, English Language and Literature, General
GMP Securities March 2001 - Present
ING September 1999 - March 2001
Lehman Brothers June 1997 - March 1999
Paine Webber April 1991 - June 1997
Prudential Financial March 1986 - April 1991
EF Hutton April 1982 - March 1986
Skills
High Yield, Securities, Convertible Bonds, Institutional, Bonds, Equities, Debt, Credit, Alternative Investments, Capital Markets, Fixed Income, Hedge Funds, Private Equity, Trading, Bloomberg, Options
Education
University of Miami 1969 — 1973
Bachelor of Arts, English Language and Literature, General
Bill Cooney's EF Hutton Experience 1981 - 1984
Job Director of Funding, North America, Global Financial Services at EMC Corporation
Industry Financial Services
Experience
EMC Corporation 2009 - Present
CIT Group, Inc. 2007 - 2008
Key Equipment Finance 2003 - 2007
Leasetec Corporation 1994 - 2002
Digital Equipment Corporation 1986 - 1994
Chase Manhattan Corporation 1984 - 1986
E.F. Hutton 1981 - 1984
Skills
Risk Management, Credit, New Business Development, Account Management, Portfolio Management, Sales Management, Finance, Strategic Planning, Pricing, Negotiation, Business Strategy, Direct Sales, Forecasting, Financial Analysis, Sales, Financial Services, Executive Management, Banking, Relationship Management, Change Management
Education
Thunderbird School of Global Management 1979 — 1979
Master of International Management, International Banking and Finance
Boston College 1974 — 1978
Bachelor of Arts, Foreign Languages
EMC Corporation 2009 - Present
CIT Group, Inc. 2007 - 2008
Key Equipment Finance 2003 - 2007
Leasetec Corporation 1994 - 2002
Digital Equipment Corporation 1986 - 1994
Chase Manhattan Corporation 1984 - 1986
E.F. Hutton 1981 - 1984
Skills
Risk Management, Credit, New Business Development, Account Management, Portfolio Management, Sales Management, Finance, Strategic Planning, Pricing, Negotiation, Business Strategy, Direct Sales, Forecasting, Financial Analysis, Sales, Financial Services, Executive Management, Banking, Relationship Management, Change Management
Education
Thunderbird School of Global Management 1979 — 1979
Master of International Management, International Banking and Finance
Boston College 1974 — 1978
Bachelor of Arts, Foreign Languages
Dan Gorham's EF Hutton Experience 1982 - 1986
Job Partner at Kensington Senior Living
Industry Real Estate
Experience
Kensington Senior Living May 2010 - Present
Fountain Square Properties September 2003 - Present
Sunrise Senior Living 1996 - 2003
Credit Suisse 1994 - 1996
GE Capital 1989 - 1994
Marine Midland (HSBC) 1986 - 1989
EF Hutton 1982 - 1986
Skills
Real Estate Development, Real Estate Economics, Due Diligence, Construction, Real Estate, Property Management, Real Estate Transactions, Disposition, Valuation, Asset Management, Investment Properties, Acquisitions, Joint Ventures, Investments, Finance, Seniors, Mergers & Acquisitions, Real Property, Dispositions, Condos
Education
Pepperdine University 1976 — 1980
Bachelor of Business Administration (B.B.A.) and Economics (B.A)
Kensington Senior Living May 2010 - Present
Fountain Square Properties September 2003 - Present
Sunrise Senior Living 1996 - 2003
Credit Suisse 1994 - 1996
GE Capital 1989 - 1994
Marine Midland (HSBC) 1986 - 1989
EF Hutton 1982 - 1986
Skills
Real Estate Development, Real Estate Economics, Due Diligence, Construction, Real Estate, Property Management, Real Estate Transactions, Disposition, Valuation, Asset Management, Investment Properties, Acquisitions, Joint Ventures, Investments, Finance, Seniors, Mergers & Acquisitions, Real Property, Dispositions, Condos
Education
Pepperdine University 1976 — 1980
Bachelor of Business Administration (B.B.A.) and Economics (B.A)
Joseph Maguire's EF Hutton Experience 1975 - 1988
Job Financial Professional
Industry Financial Services
Experience
New York Area April 2007 - Present
Stifel Nicolaus December 2005 - April 2007
Legg Mason November 1996 - December 2005
Schroder Wertheim and Co. June 1992 - November 1996
EF Hutton and Company June 1975 - January 1988
Ef Hutton 1975 - 1988
Skills
Series 7, Equity Trading, Securities, Electronic Trading, Series 63, Equities, Trading, ETFs, FINRA, Series 24
Education
City University of New York-Queens College 1971 — 1975
BA, Economcs
Cathedral Prep 1967 — 1971
High school
New York Area April 2007 - Present
Stifel Nicolaus December 2005 - April 2007
Legg Mason November 1996 - December 2005
Schroder Wertheim and Co. June 1992 - November 1996
EF Hutton and Company June 1975 - January 1988
Ef Hutton 1975 - 1988
Skills
Series 7, Equity Trading, Securities, Electronic Trading, Series 63, Equities, Trading, ETFs, FINRA, Series 24
Education
City University of New York-Queens College 1971 — 1975
BA, Economcs
Cathedral Prep 1967 — 1971
High school
Thomas R. Pate, CLU's EF Hutton Experience January 1985 - June 1987
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Highland Capital Brokerage April 2005 - Present
Morgan Stanley January 2001 - April 2005
Merrill Lynch July 1987 - July 1999
E.F. Hutton January 1985 - June 1987
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k
Education
North Carolina State University 1959 — 1962
Campbell University
North Carolina State University
Bruce Lombardi's EF Hutton Experience November 1986 - March 1988
Job Managing Director
Industry Investment Management
Experience
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
David Gilhooley's EF Hutton Experience 1985 - 1988
Job Head of Global Markets and TreasuryMarket Risk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
BNY Mellon April 2012 - Present
BONY Mellon April 2009 - April 2012
Washington Mutual Bank 2007 - 2009
Banc of America Securities April 2001 - August 2007
ABN AMRO 1997 - 2001
BZW (Barclays de Zoete Wedd) 1994 - 1997
MetLife Investments 1990 - 1994
Shearson Lehman 1989 - 1989
E.F. Hutton 1985 - 1988
First Boston Corporation 1983 - 1985
Skills
Portfolio Management, Financial Risk, Market Risk, Credit, Fixed Income, Capital Markets, Derivatives, Credit Risk, Equities, Risk Management, Banking, Hedge Funds, Asset Managment, Investment Banking, Financial Modeling, Securities, Bloomberg, Investments, Structured Finance, Valuation
Education
Carnegie Mellon University 2003 — 2004
N/A, Fin'l Engineering
NYU 2001 — 2003
N/A, Economics
Rutgers 1981 — 1983
MBA, Finance
Lafayette College 1976 — 1980
BA, English/History
Lisa Quackenbush's EF Hutton Experience 1984 - 1987
Job Partner at Odgers Berndtson
Industry Staffing and Recruiting
Experience
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
David McCallen's EF Hutton Experience 1981 - 1983
Job Chief Marketing Officer, Star Health Network
Industry Hospital & Health Care
Experience
Star Health Network 2009 - Present
Milestone Brands 2003 - 2009
Wall Street Strategies 1998 - 2002
Xybernaut 1995 - 1997
Tele TV 1994 - 1995
Moses Computers 1991 - 1994
U.S. & FOREIGN COMMUNICATIONS 1983 - 1990
EF Hutton 1981 - 1983
Skills
Digital Media, Entrepreneurship, Marketing Strategy, Public Relations, Event Management, Marketing, Social Media Marketing, Brand Development, Strategy, Marketing Communications, Press Releases, Product Marketing, Start-ups, Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.)
Star Health Network 2009 - Present
Milestone Brands 2003 - 2009
Wall Street Strategies 1998 - 2002
Xybernaut 1995 - 1997
Tele TV 1994 - 1995
Moses Computers 1991 - 1994
U.S. & FOREIGN COMMUNICATIONS 1983 - 1990
EF Hutton 1981 - 1983
Skills
Digital Media, Entrepreneurship, Marketing Strategy, Public Relations, Event Management, Marketing, Social Media Marketing, Brand Development, Strategy, Marketing Communications, Press Releases, Product Marketing, Start-ups, Management
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.)
Nydia (Lily) Vega's EF Hutton Experience 1983 - 1984
Job Senior Trader at Fairbridge Capital Markets
Industry Financial Services
Experience
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
Fairbridge Capital Markets August 2013 - Present
Consultiva Securities Inc. June 2004 - August 2013
Doral Securities August 1995 - August 2003
Bankers Trust January 1994 - August 1995
Credit Suisse First Boston Puerto Inc. September 1984 - September 1994
Dean Witter 1984 - 1986
E.F. Hutton 1983 - 1984
Skills
Portfolio Management, Fixed Income, Asset Management, Trading, Securities, Bloomberg, Series 7, Investment Advisory, Alternative Investments, Capital Markets, Derivatives, Investments, Equities, Financial Markets, Bonds, Regulatory Compliance, Operations Management
Education
ICPR Junior College-General Institutional 1985 — 1986
Accounting Certification, Accounting and Finance
Central Commercial HS NYC 1965 — 1968
HSD, Business Administration and Management, General
New York 1965 — 1968
HSD, Business Administration and Management, General
Karen Gurbingol's EF Hutton Experience 1985 - 1988
Job Telecommunications Professional
Industry Telecommunications
Experience
Wells Fargo Bank 2000 - 2008
Wells Fargo Bank 1996 - 2000
Smith Barney 1988 - 1996
E.F. Hutton 1985 - 1988
Skills
Telecommunications, CRM, Integration, Management
Education
California State University-Northridge 1980 — 1985
BA, Child Development
Wells Fargo Bank 2000 - 2008
Wells Fargo Bank 1996 - 2000
Smith Barney 1988 - 1996
E.F. Hutton 1985 - 1988
Skills
Telecommunications, CRM, Integration, Management
Education
California State University-Northridge 1980 — 1985
BA, Child Development
Lou Pezzengrilli's EF Hutton Experience 1971 - 1975
Job VP at DiNI Communications, Inc.
Industry Information Technology and Services
Experience
DiNI Communications, Inc. 2008 - Present
New York City Department of Education January 1978 - December 2007
Retail Data Processing January 1976 - December 1977
EF Hutton 1971 - 1975
Skills
IT Management, Disaster Recovery, Technology Integration, Cloud Computing, Requirements Analysis, Integration, Network Administration, Virtualization, Network Security, IT Strategy, Vendor Management, Business Intelligence, Enterprise Architecture, SDLC, System Administration, Wireless Networking, Project Portfolio..., Active Directory, Information Technology, IT Operations, Microsoft Technologies, Data Center, Program Management, System Deployment, Security, Infrastructure, Network Architecture, ITIL, Solution Architecture, Microsoft SQL Server
Education
St. Francis College 1984 — 1986
computers
DiNI Communications, Inc. 2008 - Present
New York City Department of Education January 1978 - December 2007
Retail Data Processing January 1976 - December 1977
EF Hutton 1971 - 1975
Skills
IT Management, Disaster Recovery, Technology Integration, Cloud Computing, Requirements Analysis, Integration, Network Administration, Virtualization, Network Security, IT Strategy, Vendor Management, Business Intelligence, Enterprise Architecture, SDLC, System Administration, Wireless Networking, Project Portfolio..., Active Directory, Information Technology, IT Operations, Microsoft Technologies, Data Center, Program Management, System Deployment, Security, Infrastructure, Network Architecture, ITIL, Solution Architecture, Microsoft SQL Server
Education
St. Francis College 1984 — 1986
computers
William Euphrat's EF Hutton Experience 1984 - 1988
Job President at William Euphrat Municipal Finance, Inc.
Industry Financial Services
Experience
William Euphrat Municipal Finance, Inc. 1988 - Present
EF Hutton 1984 - 1988
Crocker National Bank 1982 - 1984
Skills
Bonds, Public Finance, Debt, Municipal, Financial Analysis
Education
University of Pennsylvania 1977 — 1979
MA, Public Policy Analysis
Stanford University 1972 — 1976
BA
William Euphrat Municipal Finance, Inc. 1988 - Present
EF Hutton 1984 - 1988
Crocker National Bank 1982 - 1984
Skills
Bonds, Public Finance, Debt, Municipal, Financial Analysis
Education
University of Pennsylvania 1977 — 1979
MA, Public Policy Analysis
Stanford University 1972 — 1976
BA
Bernie Muench's EF Hutton Experience June 1985 - May 1990
Job Realtor at Max Broock Realtors
Industry Real Estate
Experience
Max Broock Realtors June 1990 - Present
Max Broock 1990 - Present
EF Hutton June 1985 - May 1990
Skills
Sellers, Real Estate, Open Houses, First Time Home Buyers, Rentals, Buyers, Income Property
Education
University of Illinois at Urbana-Champaign
Interior Decorating, accounting
Max Broock Realtors June 1990 - Present
Max Broock 1990 - Present
EF Hutton June 1985 - May 1990
Skills
Sellers, Real Estate, Open Houses, First Time Home Buyers, Rentals, Buyers, Income Property
Education
University of Illinois at Urbana-Champaign
Interior Decorating, accounting
Gary Boccio's EF Hutton Experience August 1980 - January 1988
Job Bank Investment Risk and Supervision Officer Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
UBS April 2010 - July 2012
Citi Personal Wealth Management December 2009 - April 2010
Citigroup- NRI Division July 2007 - April 2009
Citicorp Investment Services June 2002 - July 2007
Citicorp Investment Services March 1991 - June 2002
Global America Inc. August 1989 - March 1991
EF Hutton August 1980 - January 1988
Skills
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management, Securities, Series 24, Series 65, Investment Operations, Regulatory Risk, KYC, Wealth Management, Due Diligence, Financial Risk, Strategic Financial..., Asset Managment, Equities, Financial Services, AML, Banking, Regulations, Capital Markets, Auditing, Hedge Funds, Financial Analysis, Relationship Management, Corporate Governance, Operational Risk..., Operational Risk, Executive Management, Financial Markets, Investments, Internal Controls, Asset Management, Trading, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Finance, Credit, Portfolio Management, Financial Advisory, Anti Money Laundering
Education
University at Albany, SUNY 1975 — 1979
BS, Business Administration
Citi Personal Wealth Management July 2012 - Present
UBS April 2010 - July 2012
Citi Personal Wealth Management December 2009 - April 2010
Citigroup- NRI Division July 2007 - April 2009
Citicorp Investment Services June 2002 - July 2007
Citicorp Investment Services March 1991 - June 2002
Global America Inc. August 1989 - March 1991
EF Hutton August 1980 - January 1988
Skills
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management, Securities, Series 24, Series 65, Investment Operations, Regulatory Risk, KYC, Wealth Management, Due Diligence, Financial Risk, Strategic Financial..., Asset Managment, Equities, Financial Services, AML, Banking, Regulations, Capital Markets, Auditing, Hedge Funds, Financial Analysis, Relationship Management, Corporate Governance, Operational Risk..., Operational Risk, Executive Management, Financial Markets, Investments, Internal Controls, Asset Management, Trading, Fixed Income, Derivatives, Alternative Investments, Investment Banking, Finance, Credit, Portfolio Management, Financial Advisory, Anti Money Laundering
Education
University at Albany, SUNY 1975 — 1979
BS, Business Administration
Helen Schuster, LCSW's EF Hutton Experience 1983 - 1985
Job Psychotherapist
Industry Mental Health Care
Experience
Helen E. Schuster, LCSW January 2012 - Present
Ciminero and Associates, P.A. May 1995 - December 2011
Charter Hospital and Family Counseling Center January 1990 - May 1995
E.F. Hutton 1983 - 1985
Ferris & Co. 1980 - 1983
Skills
Psychotherapy, Family Therapy, Adults, Mental Health, Life Transitions, Workshops, Critical Incident..., CBT, Behavioral Health, Anger Management, Clinical Supervision, Self-esteem
Education
Barry University 1989 — 1991
MSW, Mental Health
American University
Helen E. Schuster, LCSW January 2012 - Present
Ciminero and Associates, P.A. May 1995 - December 2011
Charter Hospital and Family Counseling Center January 1990 - May 1995
E.F. Hutton 1983 - 1985
Ferris & Co. 1980 - 1983
Skills
Psychotherapy, Family Therapy, Adults, Mental Health, Life Transitions, Workshops, Critical Incident..., CBT, Behavioral Health, Anger Management, Clinical Supervision, Self-esteem
Education
Barry University 1989 — 1991
MSW, Mental Health
American University
Cynthia Vanderburg's EF Hutton Experience March 1983 - April 1985
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Walgreens October 2012 - Present
2011 July 2011 - November 2012
Abbott April 2009 - August 2010
AstraZeneca Pharmaceuticals September 1987 - January 2009
AstraZeneca September 1987 - January 2009
2009-2010 January 1987 - January 2009
Primary Care and Specialty Care January 1999 - January 2003
E.F Hutton March 1983 - April 1985
Merrill Lynch January 1981 - February 1983
McRae's Department Store July 1980 - August 1981
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Neurology, Urology, Pharmaceutical Industry, Gastroenterology, Selling, Endocrinology, Oncology, Pulmonology, Hospitals, Infectious Diseases, Leadership, Sales
Education
University of Mississippi 1978 — 1980
Bachelor, Business Administration
Northeast Mississippi Junior College 1976 — 1978
Associate of Arts, Business
Walgreens October 2012 - Present
2011 July 2011 - November 2012
Abbott April 2009 - August 2010
AstraZeneca Pharmaceuticals September 1987 - January 2009
AstraZeneca September 1987 - January 2009
2009-2010 January 1987 - January 2009
Primary Care and Specialty Care January 1999 - January 2003
E.F Hutton March 1983 - April 1985
Merrill Lynch January 1981 - February 1983
McRae's Department Store July 1980 - August 1981
Skills
Pharmaceutical Sales, Cardiology, Sales Operations, Neurology, Urology, Pharmaceutical Industry, Gastroenterology, Selling, Endocrinology, Oncology, Pulmonology, Hospitals, Infectious Diseases, Leadership, Sales
Education
University of Mississippi 1978 — 1980
Bachelor, Business Administration
Northeast Mississippi Junior College 1976 — 1978
Associate of Arts, Business
Tim Cook Curran's EF Hutton Experience 1983 - 1988
Job Tim Cook Curran
Industry Capital Markets
Experience
Tim Cook Curran October 2013 - Present
EF Hutton 1983 - 1988
Education
University of Kansas 1969 — 1973
BA, Psychology
University of Arizona 1967 — 1969
Psychology
Tim Cook Curran October 2013 - Present
EF Hutton 1983 - 1988
Education
University of Kansas 1969 — 1973
BA, Psychology
University of Arizona 1967 — 1969
Psychology
Gregory Esehak's EF Hutton Experience 1982 - 1988
Job Senior Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Neuberger Berman January 2004 - Present
UBS/Painewebber June 1988 - April 2003
EF Hutton 1982 - 1988
EF Hutton 1982 - 1988
Skills
Asset Management, Hedge Funds, Fixed Income, Mutual Funds, Equities, Portfolio Management
Education
Queens College 1975 — 1979
Batchelors, Accounting
Joanne Jaffin Mason's EF Hutton Experience 1983 - 1989
Job Director of Marketing at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management 1995 - Present
Third Avenue Management 1995 - Present
Kidder Peabody 1993 - 1994
Dean Witter 1989 - 1993
E.F. Hutton 1983 - 1989
Skills
Investments, Asset Managment, Customer Service, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Marketing, Equities, Portfolio Management, Investor Relations, Asset Management, Asset Allocation, Institutional..., Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Brown University 1979 — 1983
BA, Economics
Third Avenue Management 1995 - Present
Third Avenue Management 1995 - Present
Kidder Peabody 1993 - 1994
Dean Witter 1989 - 1993
E.F. Hutton 1983 - 1989
Skills
Investments, Asset Managment, Customer Service, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Marketing, Equities, Portfolio Management, Investor Relations, Asset Management, Asset Allocation, Institutional..., Series 7, Securities
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Brown University 1979 — 1983
BA, Economics
Lawrence M. Cohen's EF Hutton Experience October 1987 - March 1992
Job Purchaser of Nonliquid Assets
Industry Real Estate
Experience
TheREITAdvisor@gmail.com January 2003 - Present
JJJ Fund July 1992 - June 2002
E.F. Hutton October 1987 - March 1992
Skills
Investments, Valuation, Sellers, Investment Properties, Budgets, Securities, Entrepreneurship, Bonds, Small Business, Selling, Short Sales, Hedge Funds, Strategic Planning, Real Estate
Education
Case Western Reserve University
Bachelor of Arts (B.A.)
University of Pittsburgh
Master's degree, Community Growth and Development
TheREITAdvisor@gmail.com January 2003 - Present
JJJ Fund July 1992 - June 2002
E.F. Hutton October 1987 - March 1992
Skills
Investments, Valuation, Sellers, Investment Properties, Budgets, Securities, Entrepreneurship, Bonds, Small Business, Selling, Short Sales, Hedge Funds, Strategic Planning, Real Estate
Education
Case Western Reserve University
Bachelor of Arts (B.A.)
University of Pittsburgh
Master's degree, Community Growth and Development
Tom Wilder's EF Hutton Experience October 1983 - November 1988
Job Vice President at Dougherty & Company
Industry Investment Management
Experience
Dougherty & Company March 1994 - Present
Moore Juran & Co. November 1988 - March 1994
EF Hutton October 1983 - November 1988
Skills
Series 7, Equities, Portfolio Management, Loans, Investments, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Asset Managment, Sales, Asset Management, Insurance, Mutual Funds, Financial Services, Financial Advisory, Finance, Series 63, Securities, Wealth Management, Retirement Planning, Commercial Lending, Commercial Banking, Strategic Financial..., Investment Strategies
Education
University of Minnesota-Twin Cities 1977 — 1982
Agricultural Business and Management
Edina West 1975 — 1977
Dougherty & Company March 1994 - Present
Moore Juran & Co. November 1988 - March 1994
EF Hutton October 1983 - November 1988
Skills
Series 7, Equities, Portfolio Management, Loans, Investments, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Asset Managment, Sales, Asset Management, Insurance, Mutual Funds, Financial Services, Financial Advisory, Finance, Series 63, Securities, Wealth Management, Retirement Planning, Commercial Lending, Commercial Banking, Strategic Financial..., Investment Strategies
Education
University of Minnesota-Twin Cities 1977 — 1982
Agricultural Business and Management
Edina West 1975 — 1977
Jerald E Hampton's EF Hutton Experience 1981 - 1990
Job Managing Principal at HAMPCO CONSULTING, LLC
Industry Financial Services
Experience
HAMPCO Consulting, LLC January 2009 - Present
Goldman Sachs/Longmore Credit Services April 2007 - November 2008
AXA Equitable 2002 - 2005
Smith Barney 1992 - 2002
EF Hutton 1981 - 1990
Skills
Insurance, Management, Wealth Management, Securities, Business Development, Mutual Funds, Financial Services, Investments, Sales, Fixed Annuities
Education
University of North Texas 1972 — 1974
HAMPCO Consulting, LLC January 2009 - Present
Goldman Sachs/Longmore Credit Services April 2007 - November 2008
AXA Equitable 2002 - 2005
Smith Barney 1992 - 2002
EF Hutton 1981 - 1990
Skills
Insurance, Management, Wealth Management, Securities, Business Development, Mutual Funds, Financial Services, Investments, Sales, Fixed Annuities
Education
University of North Texas 1972 — 1974
Lisa Burton PhD (c), MSN, ARNP, CNS's EF Hutton Experience January 1980 - November 1987
Job ARNP at Correctional Medical Services
Industry Mental Health Care
Experience
Correctional Medical Services July 2009 - Present
Lisa Burton Consulting January 1995 - Present
MHM Services, Inc. August 2008 - July 2009
Jackson Memorial Hospital March 2008 - April 2008
Miami Children's Hospital March 2004 - December 2006
University of Miami January 1998 - December 2002
EF Hutton January 1980 - November 1987
Education
University of Miami 2004 — 2009
PhD (c), mental health and Law
University of Miami 1995 — 1997
MSN, Psychiatric Nursing
Correctional Medical Services July 2009 - Present
Lisa Burton Consulting January 1995 - Present
MHM Services, Inc. August 2008 - July 2009
Jackson Memorial Hospital March 2008 - April 2008
Miami Children's Hospital March 2004 - December 2006
University of Miami January 1998 - December 2002
EF Hutton January 1980 - November 1987
Education
University of Miami 2004 — 2009
PhD (c), mental health and Law
University of Miami 1995 — 1997
MSN, Psychiatric Nursing
David McNabb's EF Hutton Experience 1976 - 1992
Job Private Family Office
Industry Investment Management
Experience
Private Family Office July 1994 - Present
E.F. Hutton 1976 - 1992
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Budgets, PowerPoint, English, Strategic Planning, Research, Accounting, Financial Analysis, Windows, Public Speaking, Negotiation, Financial Reporting, Business Strategy, GFAS, Portfolio Management, Financial Planning, Leadership, Investments, Mutual Funds, Asset Management, Retirement Planning, Equities
Education
Boston College 1969 — 1973
Bachelor's degree, English/Economics
Bishop Guertin 1965 — 1969
High School
Private Family Office July 1994 - Present
E.F. Hutton 1976 - 1992
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Budgets, PowerPoint, English, Strategic Planning, Research, Accounting, Financial Analysis, Windows, Public Speaking, Negotiation, Financial Reporting, Business Strategy, GFAS, Portfolio Management, Financial Planning, Leadership, Investments, Mutual Funds, Asset Management, Retirement Planning, Equities
Education
Boston College 1969 — 1973
Bachelor's degree, English/Economics
Bishop Guertin 1965 — 1969
High School
Gay Reimann's EF Hutton Experience 1978 - 1982
Job Vice President at PJR Creations Ltd.
Industry Design
Experience
PJR Creations Ltd. June 2014 - Present
Girls Inc. of the Central Coast, Salinas, CA 2013 - 2015
Santa Catalina School September 2013 - April 2014
Harmony at Home 2013 - 2014
Summit Furniture, Inc. 2004 - 2012
Summit Furniture 2001 - 2004
PJR Creations 1984 - 2001
Bond Investors Guaranty 1982 - 1984
EF Hutton 1978 - 1982
Skills
Marketing Strategy, Marketing Communications, Marketing, Corporate Communications, Strategic Communications, Business Communications, Event Planning, Event Management, Corporate Events, Private Events, International Sales, Sales Presentations, Direct Sales, Interior Design, Corporate Branding, Brand Management, Brand Awareness, Brand Implementation, Writing, Proposal Writing, News Writing, Copywriting, Copy Editing, Marketing Copy, Facebook, Strategy, Social Media, Public Relations
Education
Smith College 1974 — 1978
Bachelor's degree, Literature and Education
PJR Creations Ltd. June 2014 - Present
Girls Inc. of the Central Coast, Salinas, CA 2013 - 2015
Santa Catalina School September 2013 - April 2014
Harmony at Home 2013 - 2014
Summit Furniture, Inc. 2004 - 2012
Summit Furniture 2001 - 2004
PJR Creations 1984 - 2001
Bond Investors Guaranty 1982 - 1984
EF Hutton 1978 - 1982
Skills
Marketing Strategy, Marketing Communications, Marketing, Corporate Communications, Strategic Communications, Business Communications, Event Planning, Event Management, Corporate Events, Private Events, International Sales, Sales Presentations, Direct Sales, Interior Design, Corporate Branding, Brand Management, Brand Awareness, Brand Implementation, Writing, Proposal Writing, News Writing, Copywriting, Copy Editing, Marketing Copy, Facebook, Strategy, Social Media, Public Relations
Education
Smith College 1974 — 1978
Bachelor's degree, Literature and Education
Gary Stuber's EF Hutton Experience March 1987 - March 1988
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority June 2014 - Present
ANZ April 1988 - February 2012
EF Hutton March 1987 - March 1988
Drexel Burnham Lambert August 1981 - March 1987
KPMG (Peat Marwick) August 1977 - August 1981
Skills
Commercial Banking, broker dealer, Auditing, Financial Reporting, Financial Accounting, Series 27, Process Consulting, SOX 404, Corporate Governance, Compliance, regulatory reporting, management reporting, Management, Accounting, Credit Analysis, Risk Management, FINRA, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Business Planning, Cash Management, Finance, Broker-Dealer, Financial Services, Budgets, Financial Analysis, IFRS, Credit Risk, Corporate Finance, Treasury Management, Financial Audits, Loans, Financial Modeling, Due Diligence, Credit, Investment Banking, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Mergers & Acquisitions, Project Finance, Investments, Enterprise Risk..., Securities, Financial Markets, Fixed Income, Structured Finance, Hedge Funds
Education
State University of New York at Buffalo 1973 — 1977
BS, Business - Accounting, Magna Cum Laude
Financial Industry Regulatory Authority June 2014 - Present
ANZ April 1988 - February 2012
EF Hutton March 1987 - March 1988
Drexel Burnham Lambert August 1981 - March 1987
KPMG (Peat Marwick) August 1977 - August 1981
Skills
Commercial Banking, broker dealer, Auditing, Financial Reporting, Financial Accounting, Series 27, Process Consulting, SOX 404, Corporate Governance, Compliance, regulatory reporting, management reporting, Management, Accounting, Credit Analysis, Risk Management, FINRA, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Business Planning, Cash Management, Finance, Broker-Dealer, Financial Services, Budgets, Financial Analysis, IFRS, Credit Risk, Corporate Finance, Treasury Management, Financial Audits, Loans, Financial Modeling, Due Diligence, Credit, Investment Banking, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Mergers & Acquisitions, Project Finance, Investments, Enterprise Risk..., Securities, Financial Markets, Fixed Income, Structured Finance, Hedge Funds
Education
State University of New York at Buffalo 1973 — 1977
BS, Business - Accounting, Magna Cum Laude
DEBORAH BORO's EF Hutton Experience 1985 - 1989
Job Senior Vice President, Managing Partner at Entity 3; Chicago, IL
Industry Financial Services
Experience
Entity 3 2008 - Present
Merrill Lynch, Westlake Village, CA 2006 - 2008
Wells Fargo 1998 - 2006
Bank of America 1991 - 1998
EF Hutton 1985 - 1989
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Management, Alternative Investments, Banking, Investment Advisory, Mutual Funds, Series 7, Private Banking, Retirement Planning, Series 63, Wealth Management...
Education
University of Iowa
BBA, Finance
University of Iowa
BA, Interior Design
Investment Management Consultants Association (IMCA)
Certified Investment Management Analyst (CIMA)
Entity 3 2008 - Present
Merrill Lynch, Westlake Village, CA 2006 - 2008
Wells Fargo 1998 - 2006
Bank of America 1991 - 1998
EF Hutton 1985 - 1989
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Asset Allocation, Management, Alternative Investments, Banking, Investment Advisory, Mutual Funds, Series 7, Private Banking, Retirement Planning, Series 63, Wealth Management...
Education
University of Iowa
BBA, Finance
University of Iowa
BA, Interior Design
Investment Management Consultants Association (IMCA)
Certified Investment Management Analyst (CIMA)
JOSEPH HUNTING's EF Hutton Experience 1972 - 1986
Job Insurance Professional at The Cummings Group
Industry Financial Services
Experience
The Cummings Group October 2011 - Present
My Series 7 Tutor 1990 - Present
E.F. Hutton 1972 - 1986
Oppenheimer & Co. 1979 - 1981
Skills
Wealth Management, Financial Modeling, Options Strategies, Health Insurance, Retirement Planning, FINRA, Series 6, Investment Advisory, Retirement, Risk Management, Fixed Annuities, Insurance, Estate Planning, Corporate Finance, Mergers, Series 7
Education
Bowling Green State University 1971 — 1972
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Fordham University 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
The Cummings Group October 2011 - Present
My Series 7 Tutor 1990 - Present
E.F. Hutton 1972 - 1986
Oppenheimer & Co. 1979 - 1981
Skills
Wealth Management, Financial Modeling, Options Strategies, Health Insurance, Retirement Planning, FINRA, Series 6, Investment Advisory, Retirement, Risk Management, Fixed Annuities, Insurance, Estate Planning, Corporate Finance, Mergers, Series 7
Education
Bowling Green State University 1971 — 1972
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Fordham University 1967 — 1971
Bachelor of Applied Science (B.A.Sc.), Banking, Corporate, Finance, and Securities Law
Arthur Fernandez's EF Hutton Experience October 1985 - August 1986
Job Consultant to Corporate and Public Agencies at Muller Commercial Real Estate
Industry Computer Software
Experience
Muller Commercial Real Estate July 2015 - Present
Milagro Mac & Milagro Computer August 1990 - Present
Nationwide Commercial Brokers January 2009 - July 2012
Las Vegas String Band March 2007 - March 2009
Springs Preserve Las Vegas Nevada January 2008 - January 2009
Hardesty Realty September 2005 - January 2006
Directors Mortgage January 1987 - 1989
Cryer Commercial Realty January 1986 - October 1987
Radio Shack & Microland October 1985 - August 1986
EF Hutton October 1985 - August 1986
Skills
XML, Programming, Android, MySQl, HTML scripting, Perl Script, CGI scripts, Zen Cart, Apple Remote Desktop, Apple Specialist, Windows Server 2003, Ubuntu, Fedora, Joombla, Wordpress, PHP4/5, systems administration, Microsoft office, Filemaker Pro Programing, Adobe Creative Suite, Photoshop, Imagestudio, jQuery, WordPress, C, C++, Java, Microsoft Office, OS X, Windows Server, Hardware, System Administration
Education
University of California, Santa Barbara 1979 — 1982
Economics, Liberal Arts - Theatre - Music - Computer Science
University of Valencia 1981 — 1981
Summer Studies, Spanish
Oregon Institute of Marine Biology 1979 — 1979
Environmental Studies Program, A's and B
University of Oregon 1977 — 1979
Transfer, Environmental Studies - Liberal Arts, B
Golden West College 1976 — 1977
prerequisites, AA
University of Coimbra 1976 — 1976
summer studies, Portuguese Language and Literature
Muller Commercial Real Estate July 2015 - Present
Milagro Mac & Milagro Computer August 1990 - Present
Nationwide Commercial Brokers January 2009 - July 2012
Las Vegas String Band March 2007 - March 2009
Springs Preserve Las Vegas Nevada January 2008 - January 2009
Hardesty Realty September 2005 - January 2006
Directors Mortgage January 1987 - 1989
Cryer Commercial Realty January 1986 - October 1987
Radio Shack & Microland October 1985 - August 1986
EF Hutton October 1985 - August 1986
Skills
XML, Programming, Android, MySQl, HTML scripting, Perl Script, CGI scripts, Zen Cart, Apple Remote Desktop, Apple Specialist, Windows Server 2003, Ubuntu, Fedora, Joombla, Wordpress, PHP4/5, systems administration, Microsoft office, Filemaker Pro Programing, Adobe Creative Suite, Photoshop, Imagestudio, jQuery, WordPress, C, C++, Java, Microsoft Office, OS X, Windows Server, Hardware, System Administration
Education
University of California, Santa Barbara 1979 — 1982
Economics, Liberal Arts - Theatre - Music - Computer Science
University of Valencia 1981 — 1981
Summer Studies, Spanish
Oregon Institute of Marine Biology 1979 — 1979
Environmental Studies Program, A's and B
University of Oregon 1977 — 1979
Transfer, Environmental Studies - Liberal Arts, B
Golden West College 1976 — 1977
prerequisites, AA
University of Coimbra 1976 — 1976
summer studies, Portuguese Language and Literature
Raphael 'Ray' Kelly's EF Hutton Experience 1974 - 1988
Job Retired Sr Vice PresidentInvestm
Industry Financial Services
Experience
UBS Financial Services Inc. 1988 - Present
EF Hutton 1974 - 1988
United States Marine Corps October 1961 - October 1966
Education
University of Notre Dame 1957 — 1961
BA, English
UBS Financial Services Inc. 1988 - Present
EF Hutton 1974 - 1988
United States Marine Corps October 1961 - October 1966
Education
University of Notre Dame 1957 — 1961
BA, English
Bruce P. Thompson's EF Hutton Experience 1983 - 1985
Job Founder Thompson Wealth Management, Ltd.
Industry Investment Management
Experience
Thompson Wealth Management, Ltd. 1991 - Present
Morgan Stanley 1989 - 1991
Smith Barney 1985 - 1989
EF Hutton 1983 - 1985
IDS American Express 1981 - 1983
Skills
Wealth Management, Investment Advisory
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1981
London School of Economics and Political Science 1979 — 1980
Nichols School 1972 — 1976
Thompson Wealth Management, Ltd. 1991 - Present
Morgan Stanley 1989 - 1991
Smith Barney 1985 - 1989
EF Hutton 1983 - 1985
IDS American Express 1981 - 1983
Skills
Wealth Management, Investment Advisory
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1976 — 1981
London School of Economics and Political Science 1979 — 1980
Nichols School 1972 — 1976
Michael J. Lang, CPA's EF Hutton Experience 1987 - 1988
Job Manager Financial Planning at SCANA
Industry Utilities
Experience
SCANA May 2006 - September 2015
Marsh 2005 - May 2006
Capital Ventures, LLC 2003 - 2005
American Express Financial Advisors 2000 - 2003
Central Electric Power Cooperative, Inc. 1989 - 2000
Dean Witter 1988 - 1989
EF Hutton 1987 - 1988
Morgan Stanley 1986 - 1987
Ernst & Young 1983 - 1986
Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting
Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting
SCANA May 2006 - September 2015
Marsh 2005 - May 2006
Capital Ventures, LLC 2003 - 2005
American Express Financial Advisors 2000 - 2003
Central Electric Power Cooperative, Inc. 1989 - 2000
Dean Witter 1988 - 1989
EF Hutton 1987 - 1988
Morgan Stanley 1986 - 1987
Ernst & Young 1983 - 1986
Skills
Capital Markets, Financial Analysis, Financial Forecasting, Strategic Financial..., Auditing, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, SEC filings, Forecasting, CPA, Accounting
Education
University of South Carolina - Darla Moore School of Business
B.S., Business Administration, Accounting
Eric Meek's EF Hutton Experience November 1984 - April 1987
Job Financial Consultant, Registered Principal
Industry Investment Management
Experience
Huntington Financial Services Co. May 2004 - Present
WM Financial Services February 1995 - May 2004
Prudential Financial February 1992 - February 1994
Paine Webber April 1987 - February 1992
EF Hutton November 1984 - April 1987
Skills
Retirement Planning, Wealth Preservation..., 401k Rollovers, 403 b, SEP IRA, Guaranteed Retirement..., Investments, Series 63, Investment Management, Mutual Funds, Estate Planning, Financial Advisory, Investment Advisory, Retirement, Investment Strategies, Series 7
Education
University of Southern California 1981 — 1984
BS, School of Policy, Planning and Development
Huntington Financial Services Co. May 2004 - Present
WM Financial Services February 1995 - May 2004
Prudential Financial February 1992 - February 1994
Paine Webber April 1987 - February 1992
EF Hutton November 1984 - April 1987
Skills
Retirement Planning, Wealth Preservation..., 401k Rollovers, 403 b, SEP IRA, Guaranteed Retirement..., Investments, Series 63, Investment Management, Mutual Funds, Estate Planning, Financial Advisory, Investment Advisory, Retirement, Investment Strategies, Series 7
Education
University of Southern California 1981 — 1984
BS, School of Policy, Planning and Development
Maria Dimas's EF Hutton Experience April 1986 - April 1990
Job
Industry Telecommunications
Experience
Intelsat July 2006 - Present
PanAmSat October 1998 - July 2006
G. Ray Bouch, MD 1990 - 1998
E.F. Hutton April 1986 - April 1990
Skills
Travel Arrangements, Event Planning, Expense Reports, Meeting Coordination, Executive Support, Microsoft Office, Outlook, Communication Skills, Customer Support, Interdepartmental..., Office Management, Administrative..., Training, Program Management, Payroll, Visio, Telecommunications
Education
California State University-Long Beach 1981 — 1985
BA, English
Intelsat July 2006 - Present
PanAmSat October 1998 - July 2006
G. Ray Bouch, MD 1990 - 1998
E.F. Hutton April 1986 - April 1990
Skills
Travel Arrangements, Event Planning, Expense Reports, Meeting Coordination, Executive Support, Microsoft Office, Outlook, Communication Skills, Customer Support, Interdepartmental..., Office Management, Administrative..., Training, Program Management, Payroll, Visio, Telecommunications
Education
California State University-Long Beach 1981 — 1985
BA, English
Sheri Shaffer Hewitt's EF Hutton Experience 1978 - 1983
Job Private practice of Sheri S. Hewitt, M.A. MFT
Industry Mental Health Care
Experience
Sheri S. Hewitt, M.A. MFT October 2012 - Present
Community Counseling Center April 2012 - January 2013
California Family Counseling Center 2006 - 2011
PAMCO 1986 - 1988
E.F. Hutton 1978 - 1983
Skills
Family Therapy, Psychotherapy, Adolescents, Life Transitions, Mental Health Counseling, Group Therapy, Anger Management, Self-esteem, Counseling Psychology, Mental Health, Mindfulness, CBT, Crisis Intervention, Therapists, Behavioral Health, Stress Management, Motivational..., Stress, Interventions, Psychology, Grief Counseling, Google Groups, Psychological Assessment, Case Management
Education
Phillips Graduate Institute 2004 — 2006
M.A., Marriage & Family Therapy/Psychology
California State University-Los Angeles 1983 — 1985
B.S., Business Administration
Sheri S. Hewitt, M.A. MFT October 2012 - Present
Community Counseling Center April 2012 - January 2013
California Family Counseling Center 2006 - 2011
PAMCO 1986 - 1988
E.F. Hutton 1978 - 1983
Skills
Family Therapy, Psychotherapy, Adolescents, Life Transitions, Mental Health Counseling, Group Therapy, Anger Management, Self-esteem, Counseling Psychology, Mental Health, Mindfulness, CBT, Crisis Intervention, Therapists, Behavioral Health, Stress Management, Motivational..., Stress, Interventions, Psychology, Grief Counseling, Google Groups, Psychological Assessment, Case Management
Education
Phillips Graduate Institute 2004 — 2006
M.A., Marriage & Family Therapy/Psychology
California State University-Los Angeles 1983 — 1985
B.S., Business Administration
John Belansky's EF Hutton Experience February 1986 - January 1988
Job Project Manager, BackOffice Services at Caxton Associates, LLC
Industry Investment Management
Experience
Caxton Associates, LLC April 1990 - Present
Brandon Technology Consulting, Inc. February 1988 - March 1990
EF Hutton February 1986 - January 1988
Skills
Business Analysis, Hedge Funds, Trading Systems, Fixed Income, Management
Education
SUNY Albany
BS, Computer Science
Caxton Associates, LLC April 1990 - Present
Brandon Technology Consulting, Inc. February 1988 - March 1990
EF Hutton February 1986 - January 1988
Skills
Business Analysis, Hedge Funds, Trading Systems, Fixed Income, Management
Education
SUNY Albany
BS, Computer Science
Nancy McElaney's EF Hutton Experience September 1982 - December 1987
Job Elementary Teacher at Austin Independent School District
Industry Education Management
Experience
Hermelita Rodriguez Elementary School August 2008 - Present
Austin Independent School District February 2008 - Present
Hermelita Rodriguez Elementary School January 2008 - June 2008
Hermelita Rodriguez Elementary School September 2007 - December 2007
Cunningham Elementary School September 2006 - May 2007
Child's Way Learning Center September 2000 - May 2002
Prudential Financial December 1987 - December 1989
E.F. Hutton September 1982 - December 1987
Skills
English as a Second..., Early Childhood through..., Gifted and Talented..., Early Childhood..., ESL, Classroom, Tutoring, Gifted Education, Elementary Education, Teaching, Time Management
Education
The University of Texas 2005 — 2007
B.S, Applied Learning and Development
Austin Community College 2001 — 2005
A.A, Foreign Language (Spanish)
Hermelita Rodriguez Elementary School August 2008 - Present
Austin Independent School District February 2008 - Present
Hermelita Rodriguez Elementary School January 2008 - June 2008
Hermelita Rodriguez Elementary School September 2007 - December 2007
Cunningham Elementary School September 2006 - May 2007
Child's Way Learning Center September 2000 - May 2002
Prudential Financial December 1987 - December 1989
E.F. Hutton September 1982 - December 1987
Skills
English as a Second..., Early Childhood through..., Gifted and Talented..., Early Childhood..., ESL, Classroom, Tutoring, Gifted Education, Elementary Education, Teaching, Time Management
Education
The University of Texas 2005 — 2007
B.S, Applied Learning and Development
Austin Community College 2001 — 2005
A.A, Foreign Language (Spanish)
Roseann Farrell's EF Hutton Experience September 1984 - January 1992
Job Distributor at RevvNRG
Industry Consumer Services
Experience
RevvNRG October 2011 - Present
UBS Financial Services January 1992 - September 2010
E.F. Hutton September 1984 - January 1992
Skills
Client Services, Troubleshooting, Bartender, Cocktail Waitress
Education
Community College of Philadelphia 1983 — 1984
Interior Design
St. Maria Goretti 1979 — 1983
King Of Peace 1970 — 1979
RevvNRG October 2011 - Present
UBS Financial Services January 1992 - September 2010
E.F. Hutton September 1984 - January 1992
Skills
Client Services, Troubleshooting, Bartender, Cocktail Waitress
Education
Community College of Philadelphia 1983 — 1984
Interior Design
St. Maria Goretti 1979 — 1983
King Of Peace 1970 — 1979
Edmund Nasief's EF Hutton Experience January 1980 - March 1988
Job Managing DirectorInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc March 1988 - Present
EF Hutton January 1980 - March 1988
Merrill Lynch December 1975 - December 1980
Education
Southern Illinois University, Edwardsville 1972 — 1974
MBA
University of Louisville 1968 — 1971
BA, Geology
UBS Financial Services Inc March 1988 - Present
EF Hutton January 1980 - March 1988
Merrill Lynch December 1975 - December 1980
Education
Southern Illinois University, Edwardsville 1972 — 1974
MBA
University of Louisville 1968 — 1971
BA, Geology
Anthony Hunting's EF Hutton Experience June 1984 - June 1986
Job President at Computing Solutions
Industry Computer Software
Experience
Computing Solutions July 1997 - Present
Self-employed July 1986 - Present
EF Hutton June 1984 - June 1986
US Navy July 1978 - June 1984
Skills
Custom database software, Personal Financial...
Education
UCLA 1974 — 1978
Bachelor of Science (BS), Nuclear Engineering
Computing Solutions July 1997 - Present
Self-employed July 1986 - Present
EF Hutton June 1984 - June 1986
US Navy July 1978 - June 1984
Skills
Custom database software, Personal Financial...
Education
UCLA 1974 — 1978
Bachelor of Science (BS), Nuclear Engineering
Michael Kratz's EF Hutton Experience 1985 - 1989
Job Department Manager at IKEA Group
Industry Retail
Experience
IKEA Group June 2000 - Present
Mervyns 1998 - 2000
Party City 1996 - 1998
Various Retail stores 1990 - 1996
EF Hutton 1985 - 1989
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, Accounting, Dean's List during Senior year
IKEA Group June 2000 - Present
Mervyns 1998 - 2000
Party City 1996 - 1998
Various Retail stores 1990 - 1996
EF Hutton 1985 - 1989
Education
University of California, Riverside
Bachelor of Science (B.S.), Business Administration and Management, Accounting, Dean's List during Senior year
Douglas Turchyn's EF Hutton Experience February 1983 - October 1988
Job Technical Writer at Dept of Defense
Industry Government Administration
Experience
Dept of defense June 2008 - Present
Dept of Defense June 2008 - March 2013
Citizens Community Bank May 2007 - December 2007
Mortgageline Financial Corp January 2006 - May 2007
Prudential Securities April 1990 - September 2004
Dean Witter Reynolds October 1988 - April 1990
EF Hutton February 1983 - October 1988
Skills
Equity Trading, Mortgage Banking, Real Estate, Technical Writing, Logistics Management, Customer Service, Marketing, Excellent Communication..., Excellent Microsoft..., Social Networking, Investments, Blogging, Social Media, Public Speaking, Creative Writing, Analysis, Leadership, Equities, Newsletters, Publications, Data Analysis, Editing, Financial Analysis, Financial Services
Education
Fairleigh Dickinson University 1980 — 1984
Master of Arts (MA), Public Administration
Rowan University 1973 — 1977
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Dept of defense June 2008 - Present
Dept of Defense June 2008 - March 2013
Citizens Community Bank May 2007 - December 2007
Mortgageline Financial Corp January 2006 - May 2007
Prudential Securities April 1990 - September 2004
Dean Witter Reynolds October 1988 - April 1990
EF Hutton February 1983 - October 1988
Skills
Equity Trading, Mortgage Banking, Real Estate, Technical Writing, Logistics Management, Customer Service, Marketing, Excellent Communication..., Excellent Microsoft..., Social Networking, Investments, Blogging, Social Media, Public Speaking, Creative Writing, Analysis, Leadership, Equities, Newsletters, Publications, Data Analysis, Editing, Financial Analysis, Financial Services
Education
Fairleigh Dickinson University 1980 — 1984
Master of Arts (MA), Public Administration
Rowan University 1973 — 1977
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
JOHN VANKIRK's EF Hutton Experience May 1987 - May 1992
Job MANAGING PARTNER at NEXT GENERATION FINANCIAL LLP
Industry Financial Services
Experience
NEXT GENERATION FINANCIAL LLP January 2013 - Present
Perfect Investment Inc June 2001 - September 2011
Paine Webber January 1993 - June 2000
E.F Hutton May 1987 - May 1992
Skills
Investment Strategies, Investment Properties, Alternative Investments, Foreign Investment, Partnership Taxation
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Notre Dame 1976 — 1981
MsFINANCE..., Finance and Financial Management Services
NEXT GENERATION FINANCIAL LLP January 2013 - Present
Perfect Investment Inc June 2001 - September 2011
Paine Webber January 1993 - June 2000
E.F Hutton May 1987 - May 1992
Skills
Investment Strategies, Investment Properties, Alternative Investments, Foreign Investment, Partnership Taxation
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA
University of Notre Dame 1976 — 1981
MsFINANCE..., Finance and Financial Management Services
Jerry Slaff's EF Hutton Experience 1985 - 1987
Job Public Affairs Specialist at U.S. Department of Commerce
Industry Government Administration
Experience
U.S. Department of Commerce May 1990 - Present
Continental Insurance 1989 - 1990
E.F. Hutton 1985 - 1987
Skills
Playwriting
Education
City University of New York-Brooklyn College 1976 — 1979
Bachelor of Arts (BA), Journalism
U.S. Department of Commerce May 1990 - Present
Continental Insurance 1989 - 1990
E.F. Hutton 1985 - 1987
Skills
Playwriting
Education
City University of New York-Brooklyn College 1976 — 1979
Bachelor of Arts (BA), Journalism
Barry Newcomb's EF Hutton Experience 1982 - 1987
Job Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
Nest Seekers International
E F Hutton
EF Hutton & Company
E.F. HUTTON & CO.
Nestseekers International
E.F.Hutton
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