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
Bruce G. Spence Bruce G. Spence's EF Hutton Experience 1984 - 1987
Job Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney October 2009 - December 2011
Smith Barney November 1995 - October 2009
Shearson / Smith Barney 1987 - 1995
Shearson 1987 - 1994
E.F. Hutton 1984 - 1987
Education
University of Massachusetts, Amherst
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney October 2009 - December 2011
Smith Barney November 1995 - October 2009
Shearson / Smith Barney 1987 - 1995
Shearson 1987 - 1994
E.F. Hutton 1984 - 1987
Education
University of Massachusetts, Amherst
Cece Conway Cece Conway's EF Hutton Experience 1986 - 1987
Job Executive Vice President at Transwestern
Industry Commercial Real Estate
Experience
Transwestern May 2001 - Present
Divine Interventures/DotSpot January 1999 - April 2001
Jones Lang LaSalle July 1990 - December 1999
First Chicago June 1987 - August 1989
E.F. Hutton 1986 - 1987
Skills
Negotiation, Commercial Real Estate, Financial Analysis, Finance, Lease Negotiations, Marketing Strategy, Customer Service, Corporate Services
Education
Kellogg School of Management 1987 — 1990
Master of Business Administration (MBA), Marketing & Finance
Dartmouth College 1982 — 1986
Bachelor's degree, History
Transwestern May 2001 - Present
Divine Interventures/DotSpot January 1999 - April 2001
Jones Lang LaSalle July 1990 - December 1999
First Chicago June 1987 - August 1989
E.F. Hutton 1986 - 1987
Skills
Negotiation, Commercial Real Estate, Financial Analysis, Finance, Lease Negotiations, Marketing Strategy, Customer Service, Corporate Services
Education
Kellogg School of Management 1987 — 1990
Master of Business Administration (MBA), Marketing & Finance
Dartmouth College 1982 — 1986
Bachelor's degree, History
William R Henning William R Henning's EF Hutton Experience January 1983 - July 1987
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Bill Horton Bill Horton's EF Hutton Experience 1985 - 1986
Job Sales/Sales ManagementInvestment Sales Relationship Management Business Development Project MgmtFund Raising
Industry Investment Management
Experience
Sales,Fund-raising, Relationship Management, Business Development January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund August 2011 - January 2013
American Century Investments March 2003 - July 2008
J. Stephan & Company February 1996 - March 2003
America First Investment Advisors, LLC 1993 - 1995
PaineWebber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
E.F. Hutton 1985 - 1986
Merrill Lynch December 1980 - May 1985
Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership
Education
University of Maryland BS Finance , Webster University MA Marketing 1977 — 1982
Bachelor’s Degree, Accounting and Finance
University of Maryland College Park 1977 — 1981
BS, Finance
Webster University 1987 — 1988
MA, Marketing/Marketing Management, General
Sales,Fund-raising, Relationship Management, Business Development January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund August 2011 - January 2013
American Century Investments March 2003 - July 2008
J. Stephan & Company February 1996 - March 2003
America First Investment Advisors, LLC 1993 - 1995
PaineWebber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
E.F. Hutton 1985 - 1986
Merrill Lynch December 1980 - May 1985
Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership
Education
University of Maryland BS Finance , Webster University MA Marketing 1977 — 1982
Bachelor’s Degree, Accounting and Finance
University of Maryland College Park 1977 — 1981
BS, Finance
Webster University 1987 — 1988
MA, Marketing/Marketing Management, General
Joseph Bombard Joseph Bombard's EF Hutton Experience February 1979 - August 1990
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1990 - Present
E.F. Hutton February 1979 - August 1990
Skills
Asset Allocation, Wealth Management, IRAs, Management, Mutual Funds, Retirement Planning, Insurance, Estate Planning...
Education
Le Moyne College 1970 — 1974
BS, Accounting
Wells Fargo Advisors September 1990 - Present
E.F. Hutton February 1979 - August 1990
Skills
Asset Allocation, Wealth Management, IRAs, Management, Mutual Funds, Retirement Planning, Insurance, Estate Planning...
Education
Le Moyne College 1970 — 1974
BS, Accounting
Bret Wood Bret Wood's EF Hutton Experience December 1985 - December 1987
Job Managing Director Institutional Fixed Income Sales at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial, Inc. January 1988 - Present
E.F. Hutton December 1985 - December 1987
Schroder Bank and Trust March 1982 - December 1984
Skills
Interpersonal, Outgoing, Diversified, Financial Analysis, Investments, Sales, Team Leadership, Teamwork, Asset Management, Financial Services, Risk Management
Education
New York University 1983 — 1984
Management Case Studies
New England College 1977 — 1981
Bachelor of Science-Management Engineering, Business, Engineering
Raymond James Financial, Inc. January 1988 - Present
E.F. Hutton December 1985 - December 1987
Schroder Bank and Trust March 1982 - December 1984
Skills
Interpersonal, Outgoing, Diversified, Financial Analysis, Investments, Sales, Team Leadership, Teamwork, Asset Management, Financial Services, Risk Management
Education
New York University 1983 — 1984
Management Case Studies
New England College 1977 — 1981
Bachelor of Science-Management Engineering, Business, Engineering
Kristy Kostelecky's EF Hutton Experience 1990 - 1990
Job Life Transformation Mentor Energetiic Therapist
Industry Financial Services
Experience
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Kristy Kostelecky 2006 - Present
Wells Fargo January 2009 - April 2015
Wachovia May 2007 - October 2008
A.G. Edwards November 2000 - May 2007
Barry-Wehmiller May 1997 - October 2000
CompuCom 1996 - 1997
NWD-MicroAge 1991 - 1995
Entre 1989 - 1991
E.F. Hutton 1990 - 1990
Skills
Integration, Management, Microsoft Exchange, Visio, Networking, Microsoft Technologies, Software Documentation, Process Improvement, Business Analysis, Disaster Recovery, Troubleshooting, Vendor Management, SDLC, Requirements Gathering, Analysis, Project Management, Training, BMC Remedy, Data Center, Team Building, Business Process..., Business Process..., Organization, Reiki, Pranic Healing, Therapeutic Massage, Holistic Massage, Reflexology, Energy Healing, Lecturing
Education
Dickinson State University
Pikes Peak Community College
Saint Louis Community College
South Heart
Diploma
Ty McDaniel, CIMA ®'s EF Hutton Experience June 1985 - April 1988
Job Financial Services Sales Executive
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
Adhesion Wealth Advisor Solutions 2013 - May 2015
Legg Mason 2008 - 2012
Legg Mason December 2005 - July 2008
Citigroup Asset Management July 2001 - December 2005
Smith Barney Asset Management February 1998 - July 2001
Banc One November 1994 - February 1998
CIC Enterprises, Inc April 1992 - November 1994
Founder, Worthington Business Brokers April 1988 - May 1992
E.F. Hutton June 1985 - April 1988
Skills
Mutual Funds, Separately Managed..., Separate Accounts, Alternative Investments, Hedge Funds, Account Management, National Accounts, Investment Management, Fixed Income, Equities, Business Relationship..., Relationship Management, Long-term Customer..., Lasting Relationships, Change Management, Affiliate Relations, Cross-functional Team..., Team Leadership, Team, Team-oriented, Multifunctional, Strategic Leadership, Leadership, Competitive, Competitive Strategies, Competitive Landscape, Collaborative Leadership, Collaboration, Sales Management
Education
Indiana University Bloomington 1981 — 1985
B.S., Finance
H. Calvin McDermid H. Calvin McDermid's EF Hutton Experience March 1987 - March 1989
Job Investment Advisor Representative with Lincoln Financial Securities Corp., member SIPC.
Industry Financial Services
Experience
Lincoln Financial Securities, a broker/dealer (member SIPC) and registered investment advisor. November 1995 - Present
McDermid Financial March 1995 - Present
A.G. Edwards March 1989 - March 1995
E.F. Hutton March 1987 - March 1989
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 7, IRAs, 401k, Series 63, Long-term Care, Insurance, Mutual Funds, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Investments, Series 6, Series 65, 401k Rollovers, Estate Planning
Education
University of Florida 1972 — 1975
Bachelor's degree, Business Administration
Indian River Community College 1970 — 1972
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Lincoln Financial Securities, a broker/dealer (member SIPC) and registered investment advisor. November 1995 - Present
McDermid Financial March 1995 - Present
A.G. Edwards March 1989 - March 1995
E.F. Hutton March 1987 - March 1989
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 7, IRAs, 401k, Series 63, Long-term Care, Insurance, Mutual Funds, Variable Annuities, Term Life Insurance, Long Term Care Insurance, Investments, Series 6, Series 65, 401k Rollovers, Estate Planning
Education
University of Florida 1972 — 1975
Bachelor's degree, Business Administration
Indian River Community College 1970 — 1972
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Deborah Tustin Deborah Tustin's EF Hutton Experience 1987 - 1988
Job Financial Executive ► Relationship Manager ♦ Business Developer ♦ Community Organizer ♦ Game Changer
Industry Financial Services
Experience
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Tustin Consulting December 2013 - Present
Horsham Township January 2010 - Present
Wells Fargo Advisors, LLC February 2012 - December 2013
Carolina Capital Markets 2009 - 2012
The Gwynedd Company 2007 - 2009
St. Mary Magdalene Church 1985 - 2000
Provident Bank 1988 - 1989
E.F. Hutton 1987 - 1988
The Chase Manhattan Bank 1983 - 1987
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Asset Allocation, 401k, Fixed Income, Financial Analysis, Financial Advisory, Management, Retirement, Leadership, Mutual Funds, Asset Management, Strategic Planning, Series 7, Wealth Management, Investment Strategies, Variable Annuities, Equities, Financial Services, Sales, New Business Development, Trading, Fixed Annuities, Investment Advisory, ETFs, Risk Assessment, Bonds, Research, Insurance, Stocks, Pensions, Risk Management, Relationship Management, Customer Service, Capital Markets, Retirement Plan..., Sales Management, Investment Management, Marketing Strategy, Financial Reporting, Budgets, Project Management, Alternative Investments, Institutional Relations, Series 66, Employee Benefits, Team Management, Financial & Operational...
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Finance, Marketing, Management
Stephen Kohn Stephen Kohn's EF Hutton Experience 1987 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Stephen A. Kohn & Associates, Ltd. July 1996 - Present
Stephen A. Kohn & Associates, Ltd. July 1996 - Present
Kohn, Hebert & Associates, Ltd. 1993 - 1996
U.S. Securites Clearing Corp. 1991 - 1993
Blinder, Robinson & Company, Inc. 1988 - 1990
E.F. Hutton 1987 - 1988
Blinder Robinson & Company, Inc. 1985 - 1987
The Cabinetworks, Ltd. 1979 - 1984
The Cabinetworks, Ltd. 1979 - 1984
Skills
Investments, Securities, Retirement Planning, Series 7, Mutual Funds, Asset Managment, Alternative Investments, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Trading, Risk Management, Bonds, FINRA, Equities
Education
LIU Post 1959 — 1964
BA, Fine Arts/English
Stephen A. Kohn & Associates, Ltd. July 1996 - Present
Stephen A. Kohn & Associates, Ltd. July 1996 - Present
Kohn, Hebert & Associates, Ltd. 1993 - 1996
U.S. Securites Clearing Corp. 1991 - 1993
Blinder, Robinson & Company, Inc. 1988 - 1990
E.F. Hutton 1987 - 1988
Blinder Robinson & Company, Inc. 1985 - 1987
The Cabinetworks, Ltd. 1979 - 1984
The Cabinetworks, Ltd. 1979 - 1984
Skills
Investments, Securities, Retirement Planning, Series 7, Mutual Funds, Asset Managment, Alternative Investments, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Fixed Income, Trading, Risk Management, Bonds, FINRA, Equities
Education
LIU Post 1959 — 1964
BA, Fine Arts/English
Duane Siebert Duane Siebert's EF Hutton Experience October 1984 - May 1986
Job CEO/Founder TonerRefillKits.com
Industry Computer Hardware
Experience
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
Roger Chudde Roger Chudde's EF Hutton Experience 1986 - 1990
Job Financial Advisor/ President
Industry Financial Services
Experience
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Chudde Wealth Management, LLC of Wells Fargo Advisors Financial Network March 2011 - Present
Wells Fargo Advisors 2008 - 2011
A.G. Edwards & Sons, Inc. February 1995 - June 2007
Cowen and Company 1990 - 1995
E.F. Hutton 1986 - 1990
Skills
Client Service and..., Annuities, Long-Term..., Independent Financial...
Education
Wright State University 1969 — 1972
BS, BUSINESS AND EDUCATION
Sinclair Community College 1966 — 1968
Associate
University of Dayton
MS, EDUCATION SUPERVISION
Winnie Currie Winnie Currie's EF Hutton Experience 1982 - 1988
Job Regional Account Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2014 - Present
Voya Financial June 1999 - Present
Nicholas Applegate 1996 - 1999
Pacific Life / Pacific Corinthian Life/ First Capital Life 1988 - 1994
E.F. Hutton 1982 - 1988
Skills
Series 7, CPF, Securities, Life Insurance, Retirement, Retirement Planning, Insurance, Term Life Insurance, Underwriting, Mutual Funds, Fixed Annuities, Series 63, Salesforce.com, Disability Insurance, Strategic Financial...
Education
University of California, San Diego
BA, Economics
Voya Financial January 2014 - Present
Voya Financial June 1999 - Present
Nicholas Applegate 1996 - 1999
Pacific Life / Pacific Corinthian Life/ First Capital Life 1988 - 1994
E.F. Hutton 1982 - 1988
Skills
Series 7, CPF, Securities, Life Insurance, Retirement, Retirement Planning, Insurance, Term Life Insurance, Underwriting, Mutual Funds, Fixed Annuities, Series 63, Salesforce.com, Disability Insurance, Strategic Financial...
Education
University of California, San Diego
BA, Economics
Elaine Floyd's EF Hutton Experience 1980 - 1987
Job Director, Retirement & Life Planning at Horsesmouth
Industry Internet
Experience
Horsesmouth January 2008 - Present
Self-employed 1987 - 2008
E.F. Hutton 1980 - 1987
Skills
Investments, Strategic Financial..., Retirement income..., Investment Advisory, Wealth Management, Financial Advisory, Retirement Planning, Social Security, Medicare, Retirement
Education
University of California, Los Angeles
B.A., psychology
Horsesmouth January 2008 - Present
Self-employed 1987 - 2008
E.F. Hutton 1980 - 1987
Skills
Investments, Strategic Financial..., Retirement income..., Investment Advisory, Wealth Management, Financial Advisory, Retirement Planning, Social Security, Medicare, Retirement
Education
University of California, Los Angeles
B.A., psychology
Ric Roberts Ric Roberts's EF Hutton Experience January 1986 - January 1987
Job Work Flow Coordinator & Project Review Specialist
Industry Financial Services
Experience
Bank of America June 2010 - Present
Banc of America Securities January 2003 - May 2009
NYU Stern School of Business January 1994 - January 2003
Citibank, NA January 1989 - January 1994
Prudential Bache Securities January 1987 - January 1989
E.F. Hutton January 1986 - January 1987
United States Army January 1981 - January 1985
Skills
Management, Event Planning, Administrative..., Data Entry, Human Resources, Customer Service, Time Management
Education
New York University
Bachelor's, Business Administration, Computer Science
Bank of America June 2010 - Present
Banc of America Securities January 2003 - May 2009
NYU Stern School of Business January 1994 - January 2003
Citibank, NA January 1989 - January 1994
Prudential Bache Securities January 1987 - January 1989
E.F. Hutton January 1986 - January 1987
United States Army January 1981 - January 1985
Skills
Management, Event Planning, Administrative..., Data Entry, Human Resources, Customer Service, Time Management
Education
New York University
Bachelor's, Business Administration, Computer Science
Blake Strack, PhD's EF Hutton Experience 1983 - 1985
Job Employee Wellness, Population Health & Healthcare Strategy Consultant | Wellness Program Design & Outcomes
Industry Hospital & Health Care
Experience
Population Health Management Consultants September 2012 - Present
Quincy/Weymouth Prevention & Wellness Partnership May 2014 - December 2014
Priority Health June 2010 - August 2012
Unum March 1995 - June 2010
Peoples Regional Opportunity Program Community Assistance Program 2006 - 2008
E.F. Hutton 1983 - 1985
Skills
Healthcare, Health Promotion, Health Policy, Strategic Planning, Wellness, Team Building, Population Health, Employee Benefits, Healthcare Analytics, Strategy, Health Care Reform, Process Improvement, Strategic Partnerships, Program Development, New business development, Team Leadership, Disease Management, Health Program Planning, Leading..., Innovation, NCQA, Management Consulting, Public Speaking, Employee Benefits Design, Policy, Social Determinants Of..., Healthcare Management, Policy Analysis, Delivering ROI, Vendor Management, Risk Management, Public Health, Data Analysis, Community Outreach, Disability Management, Health Insurance, Employee Wellness..., Public Policy, Disability Insurance, New Business Development
Education
University at Buffalo 1987 — 1995
Ph.D., Public Policy
Syracuse University 1979 — 1983
B.S., Labor Management Relations
Population Health Management Consultants September 2012 - Present
Quincy/Weymouth Prevention & Wellness Partnership May 2014 - December 2014
Priority Health June 2010 - August 2012
Unum March 1995 - June 2010
Peoples Regional Opportunity Program Community Assistance Program 2006 - 2008
E.F. Hutton 1983 - 1985
Skills
Healthcare, Health Promotion, Health Policy, Strategic Planning, Wellness, Team Building, Population Health, Employee Benefits, Healthcare Analytics, Strategy, Health Care Reform, Process Improvement, Strategic Partnerships, Program Development, New business development, Team Leadership, Disease Management, Health Program Planning, Leading..., Innovation, NCQA, Management Consulting, Public Speaking, Employee Benefits Design, Policy, Social Determinants Of..., Healthcare Management, Policy Analysis, Delivering ROI, Vendor Management, Risk Management, Public Health, Data Analysis, Community Outreach, Disability Management, Health Insurance, Employee Wellness..., Public Policy, Disability Insurance, New Business Development
Education
University at Buffalo 1987 — 1995
Ph.D., Public Policy
Syracuse University 1979 — 1983
B.S., Labor Management Relations
Charles B. Morenus Charles B. Morenus's EF Hutton Experience October 1984 - March 1988
Job President, Envision, Inc.
Industry Management Consulting
Experience
Envision, Inc. January 2002 - Present
Advanced Information Management March 1998 - January 2002
Victoria Energy October 1996 - March 1998
Computer Solutions and Development March 1988 - May 1996
E.F. Hutton October 1984 - March 1988
Medline Industries October 1980 - October 1984
Education
University of Scranton 1979 — 1980
MBA, Finance and Marketing
Envision, Inc. January 2002 - Present
Advanced Information Management March 1998 - January 2002
Victoria Energy October 1996 - March 1998
Computer Solutions and Development March 1988 - May 1996
E.F. Hutton October 1984 - March 1988
Medline Industries October 1980 - October 1984
Education
University of Scranton 1979 — 1980
MBA, Finance and Marketing
Sylvia Pozarnsky Sylvia Pozarnsky's EF Hutton Experience November 1977 - May 1987
Job Personal Financial Consultant
Industry Financial Services
Experience
Column Capital September 2008 - Present
Ernst & Young July 2008 - November 2009
Ernst & Young May 1987 - June 2008
E.F. Hutton November 1977 - May 1987
Education
New York University - Leonard N. Stern School of Business 1980 — 1986
MBA, Finance
The University of Chicago 1976 — 1977
MA, Social Science, Art and Society
University of Iowa 1970 — 1974
bachelor's, Music major, French minor
Column Capital September 2008 - Present
Ernst & Young July 2008 - November 2009
Ernst & Young May 1987 - June 2008
E.F. Hutton November 1977 - May 1987
Education
New York University - Leonard N. Stern School of Business 1980 — 1986
MBA, Finance
The University of Chicago 1976 — 1977
MA, Social Science, Art and Society
University of Iowa 1970 — 1974
bachelor's, Music major, French minor
Amar Bhide Amar Bhide's EF Hutton Experience 1987 - 1988
Job Thomas Schmidheiny Professor at The Fletcher School/Tufts University
Industry Research
Experience
The Fletcher School of Law and Diplomacy September 2010 - Present
Kennedy School of Government July 2009 - September 2010
Columbia Business School July 2000 - June 2009
University of Chicago Graduate School of Business 1999 - 2000
Harvard Business School 1988 - 2000
E.F. Hutton 1987 - 1988
McKinsey 1980 - 1985
Education
Harvard Business School 1977 — 1979
MBA
Indian Institute of Technology, Bombay 1972 — 1977
B. Tech, Chemical Engineering
The Fletcher School of Law and Diplomacy September 2010 - Present
Kennedy School of Government July 2009 - September 2010
Columbia Business School July 2000 - June 2009
University of Chicago Graduate School of Business 1999 - 2000
Harvard Business School 1988 - 2000
E.F. Hutton 1987 - 1988
McKinsey 1980 - 1985
Education
Harvard Business School 1977 — 1979
MBA
Indian Institute of Technology, Bombay 1972 — 1977
B. Tech, Chemical Engineering
Albert Wright Albert Wright's EF Hutton Experience 1984 - 1988
Job CFO Technology & Shared Services at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ November 2012 - Present
Credit Suisse 2008 - November 2012
JPMorganChase 1988 - 2008
E.F. Hutton 1984 - 1988
Skills
Vendor Management, Strategic Planning, Financial Analysis, Finance, Product Management, Project Planning, Outsourcing, Leadership, Management, Analysis, Project Management, Business Analysis, Budgets, Managerial Finance, Risk Management, Banking, Executive Financial..., Financial Services, Forecasting, IT Outsourcing, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS
Bank of Tokyo-Mitsubishi UFJ November 2012 - Present
Credit Suisse 2008 - November 2012
JPMorganChase 1988 - 2008
E.F. Hutton 1984 - 1988
Skills
Vendor Management, Strategic Planning, Financial Analysis, Finance, Product Management, Project Planning, Outsourcing, Leadership, Management, Analysis, Project Management, Business Analysis, Budgets, Managerial Finance, Risk Management, Banking, Executive Financial..., Financial Services, Forecasting, IT Outsourcing, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS
Sandy McClelland's EF Hutton Experience 1980 - 1986
Job Admin at Advantage waypoint
Industry Food & Beverages
Experience
Advantage waypoint July 1996 - Present
E.F. Hutton 1980 - 1986
Dean Witter Reynolds Inc. 1971 - 1980
Skills
Food, Food & Beverage, Restaurants, Food Service, Catering, Food Safety, Food Industry, Hospitality, Menu Development, Culinary Skills, Customer Service, Restaurant Management, Inventory Management, Budgets, Event Planning, Event Management, Time Management, Microsoft Excel, Purchasing
Education
Indiana University-Purdue University at Indianapolis 1970 — 1972
Advantage waypoint July 1996 - Present
E.F. Hutton 1980 - 1986
Dean Witter Reynolds Inc. 1971 - 1980
Skills
Food, Food & Beverage, Restaurants, Food Service, Catering, Food Safety, Food Industry, Hospitality, Menu Development, Culinary Skills, Customer Service, Restaurant Management, Inventory Management, Budgets, Event Planning, Event Management, Time Management, Microsoft Excel, Purchasing
Education
Indiana University-Purdue University at Indianapolis 1970 — 1972
Lisa Englard Lisa Englard's EF Hutton Experience May 1983 - December 1984
Job CoFounder at MyTE
Industry Education Management
Experience
MyTE June 2014 - Present
Independent Consultant June 2010 - Present
Khan Academy January 2013 - April 2014
Aventura City of Excellence School August 2005 - July 2013
Gift of Life Bone Marrow Foundation May 2003 - October 2004
AMHSI - Alexander Muss High School in Israel October 1998 - April 2002
Montauk Technology Company September 1996 - December 1997
Medicom Computers January 1985 - December 1985
E.F. Hutton May 1983 - December 1984
MetLife June 1981 - May 1983
Skills
Staff Development, Teaching, Curriculum Development, Tutoring, Educational Technology, Instructional Design, Python Programming, Editing, Non-profits
Education
Nova Southeastern University 2005 — 2007
MS, Education / Teaching and Learning
The Cooper Union for the Advancement of Science and Art 1977 — 1981
BSE, Engineering
Stuyvesant High School 1973 — 1977
MyTE June 2014 - Present
Independent Consultant June 2010 - Present
Khan Academy January 2013 - April 2014
Aventura City of Excellence School August 2005 - July 2013
Gift of Life Bone Marrow Foundation May 2003 - October 2004
AMHSI - Alexander Muss High School in Israel October 1998 - April 2002
Montauk Technology Company September 1996 - December 1997
Medicom Computers January 1985 - December 1985
E.F. Hutton May 1983 - December 1984
MetLife June 1981 - May 1983
Skills
Staff Development, Teaching, Curriculum Development, Tutoring, Educational Technology, Instructional Design, Python Programming, Editing, Non-profits
Education
Nova Southeastern University 2005 — 2007
MS, Education / Teaching and Learning
The Cooper Union for the Advancement of Science and Art 1977 — 1981
BSE, Engineering
Stuyvesant High School 1973 — 1977
Martha Cacciola Martha Cacciola's EF Hutton Experience June 1987 - August 1990
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1990 - Present
E.F. Hutton June 1987 - August 1990
Skills
Investment Advisory, Wealth Management, Retirement Planning, Customer Service, Public Speaking, Team Building, Sales, Marketing
Education
Onondaga Community College 1984 — 1986
Associate's degree, Business
Wells Fargo Advisors, LLC September 1990 - Present
E.F. Hutton June 1987 - August 1990
Skills
Investment Advisory, Wealth Management, Retirement Planning, Customer Service, Public Speaking, Team Building, Sales, Marketing
Education
Onondaga Community College 1984 — 1986
Associate's degree, Business
Jerry Pucci Jerry Pucci's EF Hutton Experience September 1986 - May 1988
Job
Industry Investment Management
Experience
BlackRock Financial Mgmt January 1998 - Present
Aubrey G Lanston May 1991 - January 1998
Dean Witter September 1988 - May 1992
E.F. Hutton September 1986 - May 1988
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Bonds, Trading, Portfolio Management, Asset Allocation, Asset Management, Capital Markets, Electronic Trading, Finance, Equities, Securities
Education
Pace University - Lubin School of Business 1987 — 1990
MBA
Siena College 1982 — 1986
BA
BlackRock Financial Mgmt January 1998 - Present
Aubrey G Lanston May 1991 - January 1998
Dean Witter September 1988 - May 1992
E.F. Hutton September 1986 - May 1988
Skills
Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Asset Managment, Bloomberg, Bonds, Trading, Portfolio Management, Asset Allocation, Asset Management, Capital Markets, Electronic Trading, Finance, Equities, Securities
Education
Pace University - Lubin School of Business 1987 — 1990
MBA
Siena College 1982 — 1986
BA
Joan Pollak Joan Pollak's EF Hutton Experience July 1984 - April 1987
Job Copywriter, Creative Director and Marketing Consultant
Industry Marketing and Advertising
Experience
JPromotions October 2008 - Present
joanpollak.com 2008 - 2015
joanpollak.com 2008 - 2015
Scholastic Inc., Danbury, CT January 1989 - October 2008
Tetra Pak April 1987 - January 1989
Tetra Pak 1988 - 1989
E.F. Hutton July 1984 - April 1987
Prudential-Bache Securities September 1982 - July 1984
Skills
Web Content, Catalogs, Press Kits, Advertising, Promotions, B2B, Copywriting, Direct Mail, Direct Marketing, Creative Direction, Newsletters, Publishing, Email Marketing, Editing, Online Marketing, Writing, Brochures, Creative Writing, Marketing Communications, Mac, Digital Marketing, Copy Editing, Marketing Strategy, SEO, Marketing, Publications, PPC, Packaging
Education
University of Florida 1975 — 1980
Bachelor's degree, Graphic Desing
Hollywood Hills High School
JPromotions October 2008 - Present
joanpollak.com 2008 - 2015
joanpollak.com 2008 - 2015
Scholastic Inc., Danbury, CT January 1989 - October 2008
Tetra Pak April 1987 - January 1989
Tetra Pak 1988 - 1989
E.F. Hutton July 1984 - April 1987
Prudential-Bache Securities September 1982 - July 1984
Skills
Web Content, Catalogs, Press Kits, Advertising, Promotions, B2B, Copywriting, Direct Mail, Direct Marketing, Creative Direction, Newsletters, Publishing, Email Marketing, Editing, Online Marketing, Writing, Brochures, Creative Writing, Marketing Communications, Mac, Digital Marketing, Copy Editing, Marketing Strategy, SEO, Marketing, Publications, PPC, Packaging
Education
University of Florida 1975 — 1980
Bachelor's degree, Graphic Desing
Hollywood Hills High School
Richard Grant Hille Richard Grant Hille's EF Hutton Experience September 1980 - August 1981
Job Executive Director at The J. Gladstone
Industry Nonprofit Organization Management
Experience
The J. Gladstone September 1990 - Present
Meyer Investment Properties September 1985 - August 1990
Citibank, N.A. New York, NY and Los Angeles, CA September 1981 - August 1985
E.F. Hutton September 1980 - August 1981
Teachers Insurance and Annuity Association (TIAA-CREFF), New York, NY September 1972 - September 1980
Education
New York University
Masters in Urban Planning
San Jose State University
Bachelor of Arts, Social Science
St. John's University, New York, NY
Juris Doctor, Law
The J. Gladstone September 1990 - Present
Meyer Investment Properties September 1985 - August 1990
Citibank, N.A. New York, NY and Los Angeles, CA September 1981 - August 1985
E.F. Hutton September 1980 - August 1981
Teachers Insurance and Annuity Association (TIAA-CREFF), New York, NY September 1972 - September 1980
Education
New York University
Masters in Urban Planning
San Jose State University
Bachelor of Arts, Social Science
St. John's University, New York, NY
Juris Doctor, Law
Joseph Salvemini, ChFC Joseph Salvemini, ChFC's EF Hutton Experience October 1983 - October 1985
Job Producer / Advisor and Owner, JDS Financial Solutions
Industry Financial Services
Experience
JDS Financial Solutions January 1998 - Present
Northwestern Mutual September 1990 - December 1997
Bear Stearns October 1985 - August 1990
E.F. Hutton October 1983 - October 1985
Bradford Broker Settlement 1982 - 1983
Skills
Research, Retirement Planning, Strategic Planning, Investments, Fixed Annuities, Annuities, Secondary Market..., Financial Advisory, Sales Management, Direct Sales, Customer Relations, Financial Markets, Financial Analysis, Financial Management, Financial Accounting, Fixed Income Trading, Investment Products, Alternative Investments, Excel, Fixed Income, Financial Services, Managerial Finance, Portfolio Management, Finance, Retirement, Financial Risk, Asset Allocation, Equities, Microsoft Excel, Customer Service, Strategy
Education
Pace University - Lubin School of Business 1979 — 1982
B.B.A., Public Accounting
JDS Financial Solutions January 1998 - Present
Northwestern Mutual September 1990 - December 1997
Bear Stearns October 1985 - August 1990
E.F. Hutton October 1983 - October 1985
Bradford Broker Settlement 1982 - 1983
Skills
Research, Retirement Planning, Strategic Planning, Investments, Fixed Annuities, Annuities, Secondary Market..., Financial Advisory, Sales Management, Direct Sales, Customer Relations, Financial Markets, Financial Analysis, Financial Management, Financial Accounting, Fixed Income Trading, Investment Products, Alternative Investments, Excel, Fixed Income, Financial Services, Managerial Finance, Portfolio Management, Finance, Retirement, Financial Risk, Asset Allocation, Equities, Microsoft Excel, Customer Service, Strategy
Education
Pace University - Lubin School of Business 1979 — 1982
B.B.A., Public Accounting
Russ Reynolds Russ Reynolds's EF Hutton Experience April 1982 - October 1987
Job Owner ~ Enhanced Online Sales ~ Granby, Massachusetts 01033
Industry Internet
Experience
Discount Medical Depot LLC May 2011 - Present
TheCandleDepot.com January 2008 - Present
AtlanticAccents.com January 2006 - Present
KleenWater.com January 2005 - Present
NutsandBolts.com November 2003 - Present
Enhanced Online Sales LLC January 2003 - Present
Morgan Stanley Dean Witter November 1987 - August 2005
E.F. Hutton April 1982 - October 1987
Skills
Jewelry, Management, E-commerce, Investments, SEO, Finance, Marketing Strategy, Entrepreneurship, Small Business, Start-ups
Education
University of Massachusetts, Amherst 1975 — 1979
BBA, Business Management
Discount Medical Depot LLC May 2011 - Present
TheCandleDepot.com January 2008 - Present
AtlanticAccents.com January 2006 - Present
KleenWater.com January 2005 - Present
NutsandBolts.com November 2003 - Present
Enhanced Online Sales LLC January 2003 - Present
Morgan Stanley Dean Witter November 1987 - August 2005
E.F. Hutton April 1982 - October 1987
Skills
Jewelry, Management, E-commerce, Investments, SEO, Finance, Marketing Strategy, Entrepreneurship, Small Business, Start-ups
Education
University of Massachusetts, Amherst 1975 — 1979
BBA, Business Management
Erika DeJesus Erika DeJesus's EF Hutton Experience April 1982 - April 1984
Job Consultant at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Isagenix July 2013 - Present
Synergy in Strength January 2012 - Present
MassMutual Financial Group November 2014 - Present
Financial Service Professionals Hartford, CT July 2009 - July 2011
Phoenix Life Insurance Company September 2000 - March 2007
Life Insurance Trust Services June 2000 - December 2000
Merrill Lynch Life Insurance Group August 1996 - June 2000
Ward Financial Group April 1986 - August 1996
Gent Financial Group April 1984 - April 1986
E.F. Hutton April 1982 - April 1984
Skills
Insurance, Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Financial Services, Marketing, New Business Development, Underwriting, Sales, Strategy, Competitive Analysis, Product Development, Sales Management, Series 6, Program Management, Training, Mutual Funds, Holistic Health, Personal Training, Mindfulness, Weight Training, Weight Loss, Weight Loss Coaching, Weightlifting, Bodybuilding
Education
Institute for Integrative Nutrition 2013 — 2013
Health Coach, Foods, Nutrition, and Wellness Studies, General
The American College 2009 — 2009
CFBS, Certified Family Business Specialist
Institute of Business & Finance
CFS, Certified Fund Specialist
The American College 1996 — 1997
CLU, ChFC, CFBS, Insurance and Financial Planning
University of Connecticut 1978 — 1982
BS, Environmental Science
Terrence Zaino Sr.'s EF Hutton Experience October 1981 - March 1989
Job Intmd Associate Securities Processing Analyst at Citi
Industry Accounting
Experience
Citi January 2014 - Present
Genicon February 2011 - Present
BNY Mellon April 2009 - October 2010
BNY Mellon March 1989 - October 2010
BNY Mellon March 1989 - October 2010
BNY Mellon April 2004 - March 2009
BNY Mellon January 1997 - January 2004
Mutual Funds Custody January 1992 - January 1997
BNY Mellon March 1989 - December 1991
E.F. Hutton October 1981 - March 1989
Skills
Hedge Funds, Transfer Agency, Alternative Investments, Bloomberg, Investment Management, AML, Cash Management, Equities, Treasury Management, Credit Derivatives, Global Custody, Derivatives, Financial Services, Asset Management, Portfolio Management
Education
Kingsborough Community College 1978 — 1980
Associates Applied Science, Accounting
Citi January 2014 - Present
Genicon February 2011 - Present
BNY Mellon April 2009 - October 2010
BNY Mellon March 1989 - October 2010
BNY Mellon March 1989 - October 2010
BNY Mellon April 2004 - March 2009
BNY Mellon January 1997 - January 2004
Mutual Funds Custody January 1992 - January 1997
BNY Mellon March 1989 - December 1991
E.F. Hutton October 1981 - March 1989
Skills
Hedge Funds, Transfer Agency, Alternative Investments, Bloomberg, Investment Management, AML, Cash Management, Equities, Treasury Management, Credit Derivatives, Global Custody, Derivatives, Financial Services, Asset Management, Portfolio Management
Education
Kingsborough Community College 1978 — 1980
Associates Applied Science, Accounting
donald dorr donald dorr's EF Hutton Experience April 1995 - January 1997
Job teacher at town of plymouth
Industry Education Management
Experience
town of plymouth August 1994 - Present
Dean Witter February 1997 - April 1998
E.F. Hutton April 1995 - January 1997
Ocean Blue Buildrs 1981 - 1983
Skills
Coaching Staff, Artistry, Entrepenure
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1973 — 1976
Graduate school Political Science
town of plymouth August 1994 - Present
Dean Witter February 1997 - April 1998
E.F. Hutton April 1995 - January 1997
Ocean Blue Buildrs 1981 - 1983
Skills
Coaching Staff, Artistry, Entrepenure
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1973 — 1976
Graduate school Political Science
Hema Gopal, MBA, DMD Hema Gopal, MBA, DMD's EF Hutton Experience December 1985 - March 1989
Job Owner/President, Premier Dental pc
Industry Health, Wellness and Fitness
Experience
Visionary Management January 2005 - Present
Premier Dental pc October 1999 - Present
dental practices in Greater Philadelphia area October 1996 - June 2001
Shearson Lehman Brothers/American Express April 1989 - January 1991
E.F. Hutton December 1985 - March 1989
Skills
Coaching and Consulting, Writing, Public Speaking, General Dentist
Education
Temple University - Kornberg School of Dentistry 1992 — 1996
DMD, General Dentistry
Pace University - Lubin School of Business 1986 — 1990
MBA, Management
City University of New York-Queens College 1981 — 1985
BA, English, Communication Arts
Visionary Management January 2005 - Present
Premier Dental pc October 1999 - Present
dental practices in Greater Philadelphia area October 1996 - June 2001
Shearson Lehman Brothers/American Express April 1989 - January 1991
E.F. Hutton December 1985 - March 1989
Skills
Coaching and Consulting, Writing, Public Speaking, General Dentist
Education
Temple University - Kornberg School of Dentistry 1992 — 1996
DMD, General Dentistry
Pace University - Lubin School of Business 1986 — 1990
MBA, Management
City University of New York-Queens College 1981 — 1985
BA, English, Communication Arts
Dan Fry Dan Fry's EF Hutton Experience October 1987 - March 1990
Job Vice President of Practice Management, Advisor Coach, Business Development, Strategic Planning, Succession Planning
Industry Financial Services
Experience
Williams Financial February 2010 - Present
VALIC April 1990 - January 2010
E.F. Hutton October 1987 - March 1990
Skills
Practice Management, Business Development, Business Planning, Strategic Planning, Retirement Planning, Business Analysis, Investment Strategies, Succession Planning, Advisor Coaching, Amazing Cook!, Wealth Management, Asset Management, Investments, Series 63, Series 7, Portfolio Management, Strategic Financial..., Finance, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, Uniform Combined State..., Investment Management, Securities, 401k, Financial Planning, Asset Allocation, Financial Services, Fixed Annuities, Estate Planning, Insurance
Education
Texas Tech University - Rawls College of Business 1978 — 1987
BS, Management and Economics
Williams Financial February 2010 - Present
VALIC April 1990 - January 2010
E.F. Hutton October 1987 - March 1990
Skills
Practice Management, Business Development, Business Planning, Strategic Planning, Retirement Planning, Business Analysis, Investment Strategies, Succession Planning, Advisor Coaching, Amazing Cook!, Wealth Management, Asset Management, Investments, Series 63, Series 7, Portfolio Management, Strategic Financial..., Finance, Retirement, Investment Advisory, Mutual Funds, Financial Advisory, Uniform Combined State..., Investment Management, Securities, 401k, Financial Planning, Asset Allocation, Financial Services, Fixed Annuities, Estate Planning, Insurance
Education
Texas Tech University - Rawls College of Business 1978 — 1987
BS, Management and Economics
Frederick S. Whitlock's EF Hutton Experience December 1979 - January 1981
Job Principal at The Whitlock Group, LLC
Industry Financial Services
Experience
The Whitlock Group, LLC July 2009 - Present
Walker Advisory 2009 - Present
Walker Advisory 2009 - 2015
Merrill Lynch September 1995 - October 2000
E.F. Hutton December 1979 - January 1981
Skills
Project Management, Analysis, Defined Benefit, Loans, Mergers, Commercial Lending, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Business Planning, Strategic Planning, Team Building, Small Business, Leadership, Finance, Investments, Banking, Due Diligence, Negotiation, Selling, Valuation, Business Valuation, Real Estate, Executive Management, Start-ups, Financial Services, Portfolio Management, Funding, Retirement Planning, Private Equity, Small Business Lending, Commercial Mortgages, Credit, Financial Structuring, Asset Based Lending, Real Estate Financing, Real Estate Economics, Credit Analysis, Loan Origination, Mortgage Lending, Exit Strategies, Business Brokerage, Asset Management, Commercial Real Estate, Underwriting, Commercial Finance, Brokerage, Business Acquisition
Education
Rollins College 1967 — 1971
BA, French, English
Ecole Nouvelle de la Suisse Romande 1962 — 1966
The Whitlock Group, LLC July 2009 - Present
Walker Advisory 2009 - Present
Walker Advisory 2009 - 2015
Merrill Lynch September 1995 - October 2000
E.F. Hutton December 1979 - January 1981
Skills
Project Management, Analysis, Defined Benefit, Loans, Mergers, Commercial Lending, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Business Planning, Strategic Planning, Team Building, Small Business, Leadership, Finance, Investments, Banking, Due Diligence, Negotiation, Selling, Valuation, Business Valuation, Real Estate, Executive Management, Start-ups, Financial Services, Portfolio Management, Funding, Retirement Planning, Private Equity, Small Business Lending, Commercial Mortgages, Credit, Financial Structuring, Asset Based Lending, Real Estate Financing, Real Estate Economics, Credit Analysis, Loan Origination, Mortgage Lending, Exit Strategies, Business Brokerage, Asset Management, Commercial Real Estate, Underwriting, Commercial Finance, Brokerage, Business Acquisition
Education
Rollins College 1967 — 1971
BA, French, English
Ecole Nouvelle de la Suisse Romande 1962 — 1966
Michael Sciortino, Sr.'s EF Hutton Experience 1983 - 1986
Job Founder and CEO of Gratitude Marketing™, BestSelling Author, and Keynote Speaker
Industry Financial Services
Experience
Gratitude Marketing™ July 2015 - Present
CMG Capital Management Group, Inc. April 2012 - July 2015
Present RBI,LLC 2003 - April 2012
Oppenheimer Funds 1990 - 2003
Pilgrim Funds 1987 - 1990
Colonial Investment Services, Inc. 1986 - 1987
E.F. Hutton 1983 - 1986
Education
University of New Orleans 1978 — 1982
BS, Finance
Gratitude Marketing™ July 2015 - Present
CMG Capital Management Group, Inc. April 2012 - July 2015
Present RBI,LLC 2003 - April 2012
Oppenheimer Funds 1990 - 2003
Pilgrim Funds 1987 - 1990
Colonial Investment Services, Inc. 1986 - 1987
E.F. Hutton 1983 - 1986
Education
University of New Orleans 1978 — 1982
BS, Finance
Susan Solovay's EF Hutton Experience September 1982 - January 1988
Job Experienced in hedge fund investing, raising capital, branding, marketing
Industry Investment Management
Experience
MassChallenge March 2011 - June 2014
Pomegranate Capital September 2005 - January 2009
Safra Family Office June 2003 - June 2005
PS 6 Alumni Foundation September 2002 - June 2004
Fimat Bank (part of Societe Generale) June 1997 - May 2003
Prudential Financial January 1988 - June 1997
E.F. Hutton September 1982 - January 1988
Skills
Venture Capital, Alternative Investments, Asset Managment, Investments, Hedge Funds, Capital Raising, Non-profits, Education, Nonprofits, Investment Strategies, IPO, Entrepreneurship, Emerging Markets, Commodity, Investment Advisory, Private Placements, Financial Structuring, Private Equity, Mergers & Acquisitions, Start-ups, Asset Allocation, Executive Management, Investor Relations, Asset Management, Fixed Income, Securities, Portfolio Management, Equities, Capital Markets, Investment Banking, Corporate Development, Financial Services, Bloomberg, New Business Development, Finance, Trading, Strategy, Mutual Funds, Corporate Finance, Due Diligence, Investment Management, Financial Modeling, Social Entrepreneurship, Wealth Management, Angel Investing, Derivatives, Valuation, Funding
Education
University of Pennsylvania 1977 — 1981
BA, Urban Studies
MassChallenge March 2011 - June 2014
Pomegranate Capital September 2005 - January 2009
Safra Family Office June 2003 - June 2005
PS 6 Alumni Foundation September 2002 - June 2004
Fimat Bank (part of Societe Generale) June 1997 - May 2003
Prudential Financial January 1988 - June 1997
E.F. Hutton September 1982 - January 1988
Skills
Venture Capital, Alternative Investments, Asset Managment, Investments, Hedge Funds, Capital Raising, Non-profits, Education, Nonprofits, Investment Strategies, IPO, Entrepreneurship, Emerging Markets, Commodity, Investment Advisory, Private Placements, Financial Structuring, Private Equity, Mergers & Acquisitions, Start-ups, Asset Allocation, Executive Management, Investor Relations, Asset Management, Fixed Income, Securities, Portfolio Management, Equities, Capital Markets, Investment Banking, Corporate Development, Financial Services, Bloomberg, New Business Development, Finance, Trading, Strategy, Mutual Funds, Corporate Finance, Due Diligence, Investment Management, Financial Modeling, Social Entrepreneurship, Wealth Management, Angel Investing, Derivatives, Valuation, Funding
Education
University of Pennsylvania 1977 — 1981
BA, Urban Studies
Charles Munro Charles Munro's EF Hutton Experience January 1976 - October 1998
Job First Vice President/Investments Stifel at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. January 2011 - Present
Lake Forest Graduate School of Management September 1997 - Present
E.F. Hutton January 1976 - October 1998
Education
Northwestern University- Kellogg 1973 — 1975
Master of Business Administration (M.B.A.), Finance
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
University of Florida
Stifel Financial Corp. January 2011 - Present
Lake Forest Graduate School of Management September 1997 - Present
E.F. Hutton January 1976 - October 1998
Education
Northwestern University- Kellogg 1973 — 1975
Master of Business Administration (M.B.A.), Finance
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
Lake Forest Graduate School of Management
University of Florida
Mark C. Pfeffer Mark C. Pfeffer's EF Hutton Experience 1984 - 1989
Job Senior Vice President Investments at Pfeffer Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Pfeffer Wealth Management Group of Wells Fargo Advisors, LLC 2008 - Present
Wachovia Securities 1995 - 2008
Paine Webber 1989 - 1995
E.F. Hutton 1984 - 1989
Skills
Wealth Management, Investments, Finance, Financial Analysis, Wealth, Estate Planning...
Education
Michigan State University 1978 — 1982
Bachelor of Arts in Marketing
Grosse Point North High School 1974 — 1978
Fred Werner Fred Werner's EF Hutton Experience 1976 - 1989
Job Portfolio Manager at Summit Financial Wealth Advisors
Industry Financial Services
Experience
Summit Financial Wealth Advisors 2003 - Present
Legg Mason March 1989 - 2003
E.F. Hutton 1976 - 1989
Skills
Portfolio Management, Wealth Management..., Entrepreneurship
Education
Louisiana State University
The University of Georgia
Summit Financial Wealth Advisors 2003 - Present
Legg Mason March 1989 - 2003
E.F. Hutton 1976 - 1989
Skills
Portfolio Management, Wealth Management..., Entrepreneurship
Education
Louisiana State University
The University of Georgia
Nathan Alvarado Nathan Alvarado's EF Hutton Experience October 1984 - May 1989
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
Wells Fargo Advisors,LLC December 2008 - Present
Wachovia Securities May 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1989 - May 2007
E.F. Hutton October 1984 - May 1989
Skills
Investments, Retirement Planning, Asset Allocation
Education
University of California, Santa Barbara 1980 — 1982
Bachelor of Arts (BA), Business/Managerial Economics
L.P. Carhartt L.P. Carhartt's EF Hutton Experience 1975 - 1979
Job ETF and Index Constituent Data
Industry Financial Services
Experience
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
MasterDATA January 2000 - Present
MasterDATA Breadth Data January 2000 - Present
MasterETFDATA 2000 - Present
L.P. Carhartt & Co 1985 - 2000
Becker Parabas 1981 - 1984
Oppenheimer & Co. 1979 - 1981
E.F. Hutton 1975 - 1979
Union Bank March 1972 - May 1975
Skills
Investments, Trading, Commodity, Equities, Options, Capital Markets, Electronic Trading, FX Options, Alternative Investments, ETFs, Hedge Funds, Financial Markets, Derivatives, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Asset Managment, Trading Strategies, Investment Strategies, Securities, Investment Banking, Emerging Markets, FX trading, Wealth Management, Hedging, Investment Advisory, Bonds, Technical Analysis, Proprietary Trading, Commodity Markets, Equity Derivatives, Foreign Exchange, Equity Trading, Funding, Fund Of Funds, Structured Products, Stocks, Currency, Quantitative Finance, Asset Allocation, Asset Management, Bloomberg, Equity Research, Market Risk, Investment Management, Financial Risk, Financial Structuring, Valuation, Mutual Funds
Education
Ohio University 1967 — 1971
BBA, Management & Organizational Behavior
Rich Goski Rich Goski's EF Hutton Experience 1981 - 1983
Job Vice President at NAI DiLeoBram & Co.
Industry Commercial Real Estate
Experience
NAI DiLeo-Bram & Co. 2011 - Present
Coldwell Banker Commercial 2008 - 2010
Apex Lending 2004 - 2008
Certified Marketing Service 1987 - 2004
Brown Fowler Commercial Real Estate 1985 - 1987
United States Lines 1983 - 1985
E.F. Hutton 1981 - 1983
Skills
Investments, Real Estate, Tenant, Investment Properties, Property, New Business Development, Real Estate Transactions, Corporate Real Estate, Disposition, Negotiation, Finance, Leases, Residential Homes, Selling, Property Management, Brokerage, Commercial Real Estate, Sales, Dispositions, Location Intelligence, Entrepreneurship, Real Estate Economics, Real Estate Development
Education
Seton Hall University 1977 — 1981
Bachelor of Science (B.S.), Finance, Economics
NAI DiLeo-Bram & Co. 2011 - Present
Coldwell Banker Commercial 2008 - 2010
Apex Lending 2004 - 2008
Certified Marketing Service 1987 - 2004
Brown Fowler Commercial Real Estate 1985 - 1987
United States Lines 1983 - 1985
E.F. Hutton 1981 - 1983
Skills
Investments, Real Estate, Tenant, Investment Properties, Property, New Business Development, Real Estate Transactions, Corporate Real Estate, Disposition, Negotiation, Finance, Leases, Residential Homes, Selling, Property Management, Brokerage, Commercial Real Estate, Sales, Dispositions, Location Intelligence, Entrepreneurship, Real Estate Economics, Real Estate Development
Education
Seton Hall University 1977 — 1981
Bachelor of Science (B.S.), Finance, Economics
Stacy Reinhart's EF Hutton Experience 1980 - 1982
Job Managing Director at Emerson Investment Management
Industry Investment Management
Experience
Emerson Investment Management April 2009 - Present
US Trust October 2004 - April 2009
State Street Global Advisors 1999 - October 2004
Cape Cod Bank and Trust 1994 - 1999
PaineWebber 1987 - 1990
PepsiCo 1983 - 1986
E.F. Hutton 1980 - 1982
Education
University of Pennsylvania - The Wharton School
M.B.A., Business
Yale University
B.A., Economics
Emerson Investment Management April 2009 - Present
US Trust October 2004 - April 2009
State Street Global Advisors 1999 - October 2004
Cape Cod Bank and Trust 1994 - 1999
PaineWebber 1987 - 1990
PepsiCo 1983 - 1986
E.F. Hutton 1980 - 1982
Education
University of Pennsylvania - The Wharton School
M.B.A., Business
Yale University
B.A., Economics
Dale Nellis-Arnold Dale Nellis-Arnold's EF Hutton Experience 1983 - 1990
Job Account Executive at CWS Ingredients
Industry Food Production
Experience
CWS Ingredients March 2004 - Present
Interim Physicians 1990 - 1996
E.F. Hutton 1983 - 1990
Skills
Ingredients, Food, Meat, Chocolate, Vegetables, Frozen Food, Food Safety, Vanilla, Herbs, Bakery, Snacks, Food Industry, Food Technology, Food Manufacturing, HACCP, Food Science, Key Account Development, Cocoa, Dairy, Frozen, Product Development, Food Processing
Education
Southern Illinois University, Carbondale
Bachelor's of Science, Education
CWS Ingredients March 2004 - Present
Interim Physicians 1990 - 1996
E.F. Hutton 1983 - 1990
Skills
Ingredients, Food, Meat, Chocolate, Vegetables, Frozen Food, Food Safety, Vanilla, Herbs, Bakery, Snacks, Food Industry, Food Technology, Food Manufacturing, HACCP, Food Science, Key Account Development, Cocoa, Dairy, Frozen, Product Development, Food Processing
Education
Southern Illinois University, Carbondale
Bachelor's of Science, Education
Mike Deggelman Mike Deggelman's EF Hutton Experience June 1976 - March 2000
Job Managing Director, Partner at HighTower Advisors LLC
Industry Financial Services
Experience
HighTower Advisors LLC November 2010 - Present
UBS Financial Services April 2000 - October 2010
E.F. Hutton June 1976 - March 2000
Skills
Wealth Management
Education
University of California, Davis 1972 — 1976
BA, Economics
Bellarmine College Preparatory 1968 — 1972
HighTower Advisors LLC November 2010 - Present
UBS Financial Services April 2000 - October 2010
E.F. Hutton June 1976 - March 2000
Skills
Wealth Management
Education
University of California, Davis 1972 — 1976
BA, Economics
Bellarmine College Preparatory 1968 — 1972
Frank Gesuale Frank Gesuale's EF Hutton Experience August 1986 - October 1990
Job
Industry
Experience
HighTower Advisors Scottsdale May 2013 - Present
GreyBrooke & Associates, LLC November 1990 - May 2013
E.F. Hutton August 1986 - October 1990
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Business Administration and Management
Duquesne University
Bachelor of Science Business Administration, Accounting
HighTower Advisors Scottsdale May 2013 - Present
GreyBrooke & Associates, LLC November 1990 - May 2013
E.F. Hutton August 1986 - October 1990
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Business Administration and Management
Duquesne University
Bachelor of Science Business Administration, Accounting
Jeff Findling's EF Hutton Experience 1983 - 1986
Job Investment Specialist, New York Life Investments
Industry Financial Services
Experience
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
Evergreen Funds 1998 - 2000
Standard & Poor's 1988 - 1998
Roney & Company 1986 - 1988
E.F. Hutton 1983 - 1986
Skills
Retirement Planning, IRAs, Separately Managed..., Fixed Annuities, Wealth Management, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, Investment Policy, Securities, 401k, ETFs, Life Insurance, Investments, 401k Rollovers, Asset Management, Financial Planners, Investment Management, Wealth Accumulation, Financial Planning
Education
Marquette University 1978 — 1982
Bachelor of Arts (B.A.)
Rhonda Gilbert's EF Hutton Experience 1980 - 1983
Job Virtual Executive Assistant at Tiber Creek Tours of D.C.
Industry Executive Office
Experience
Ruby Slipper Events 2005 - Present
Michigan Jewish Institute January 2009 - August 2013
ePrize August 2004 - December 2007
Stewart Travel 1990 - 2004
Gartner Group 1983 - 1990
E.F. Hutton 1980 - 1983
Thomas Cook 1977 - 1980
Skills
Customer Service, Sales, Program Management, Strategic Planning, Meeting Planning, Event Planning, Negotiation, Team Building, Hotels, Leadership, Entrepreneurship, Leadership Development, Marketing, Fundraising, Nonprofits, Management
Education
Michigan State University 1975 — 1977
Bachelor's degree, Business
University of Michigan 1973 — 1975
Ruby Slipper Events 2005 - Present
Michigan Jewish Institute January 2009 - August 2013
ePrize August 2004 - December 2007
Stewart Travel 1990 - 2004
Gartner Group 1983 - 1990
E.F. Hutton 1980 - 1983
Thomas Cook 1977 - 1980
Skills
Customer Service, Sales, Program Management, Strategic Planning, Meeting Planning, Event Planning, Negotiation, Team Building, Hotels, Leadership, Entrepreneurship, Leadership Development, Marketing, Fundraising, Nonprofits, Management
Education
Michigan State University 1975 — 1977
Bachelor's degree, Business
University of Michigan 1973 — 1975
Craig Crebbin's EF Hutton Experience July 1976 - February 1978
Job Retired, Charles Schwab & Co., Inc.
Industry Capital Markets
Experience
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Charles Schwab & Co., Inc. April 2005 - Present
Charles Schwab & Co., Inc. August 1987 - April 2005
Deloitte, Haskins & Sells September 1982 - March 1986
Hambrecht & Quist April 1978 - August 1980
E.F. Hutton July 1976 - February 1978
Education
University of California, Berkeley 1972 — 1976
Edward Weller's EF Hutton Experience 1980 - 1986
Job Managing Director at Sixth Avenue Partners
Industry Investment Banking
Experience
Sixth Avenue Partners October 2010 - Present
1000Museums March 2012 - August 2012
ThinkEquity LLC 2003 - 2011
Robertson Stephens, llc 1993 - December 1999
Montgomery Securities 1986 - 1993
E.F. Hutton 1980 - 1986
Sanford C. Bernstein December 1973 - December 1979
Skills
Equity Valuation, Investment Banking, Equity Research, Private Placements, IPO, Capital Markets, Equities, Private Equity, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Venture Capital, Financial Markets, Series 7, Securities, Asset Managment, Investments, Trading, Mergers, Alternative Investments, Investor Relations, Mergers & Acquisitions, M&A experience, Bloomberg, Asset Management
Education
City University of New York Graduate Center 1969 — 1973
None (ABD), English, Linguistics
Penn State University 1962 — 1969
Bachelor of Arts (B.A.), English, French
Northeast High School 1958 — 1962
Sixth Avenue Partners October 2010 - Present
1000Museums March 2012 - August 2012
ThinkEquity LLC 2003 - 2011
Robertson Stephens, llc 1993 - December 1999
Montgomery Securities 1986 - 1993
E.F. Hutton 1980 - 1986
Sanford C. Bernstein December 1973 - December 1979
Skills
Equity Valuation, Investment Banking, Equity Research, Private Placements, IPO, Capital Markets, Equities, Private Equity, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Venture Capital, Financial Markets, Series 7, Securities, Asset Managment, Investments, Trading, Mergers, Alternative Investments, Investor Relations, Mergers & Acquisitions, M&A experience, Bloomberg, Asset Management
Education
City University of New York Graduate Center 1969 — 1973
None (ABD), English, Linguistics
Penn State University 1962 — 1969
Bachelor of Arts (B.A.), English, French
Northeast High School 1958 — 1962
Caren Erlichman's EF Hutton Experience January 1986 - March 1987
Job Senior Production Manager at Wolters Kluwer Health/Lippincott Williams & Wilkins
Industry Publishing
Experience
Wolters Kluwer Health July 1985 - Present
Wolters Kluwer Health 1985 - 2009
E.F. Hutton January 1986 - March 1987
Skills
Publishing, Permissions, Copywriting, Online Publishing, Direct Marketing, Academic Publishing, Copy Editing, Content Development, Content Management, Books, Editorial, Magazines, Publications, Content Strategy, Editing
Education
Penn State University 1975 — 1979
BA, Communications
Wolters Kluwer Health July 1985 - Present
Wolters Kluwer Health 1985 - 2009
E.F. Hutton January 1986 - March 1987
Skills
Publishing, Permissions, Copywriting, Online Publishing, Direct Marketing, Academic Publishing, Copy Editing, Content Development, Content Management, Books, Editorial, Magazines, Publications, Content Strategy, Editing
Education
Penn State University 1975 — 1979
BA, Communications
Katherine Marshall's EF Hutton Experience September 1985 - April 1989
Job Helping Advisors Grow and Streamline their Business as a VP of Institutional Sales at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2003 - Present
National Advisors Trust Company 2002 - 2003
Schwab Institutional April 1993 - July 2002
Redgate Communications Corporation July 1999 - May 2001
E.F. Hutton September 1985 - April 1989
Skills
Investment Advisory, Marketing Strategy, Analysis, Risk Management, Consultative Selling, Business Planning, Wealth Management, Investments, Series 7, Series 63, French, Swedish, Spanish, Cross-cultural, Cross-functional Team..., Team Management, Creative Writing, Creative Development, Strategic Consulting, Strategic Partnerships, Innovative Problem..., Coach, Mentoring, Youth Mentoring
Education
Thunderbird School of Global Management 1991 — 1992
MBA/Master of International Management, International Management and Marketing, International Economy and Foreign Languages
Lund University 1985 — 1985
N/A, Swedish, Economics, Cross Cultural Communications
University of Vermont 1981 — 1985
BA, Double degree in Economics and Political Science with a minor in foreign languages
State University of New York College at Plattsburgh 1980 — 1981
N/A, Business and computer science
TD Ameritrade August 2003 - Present
National Advisors Trust Company 2002 - 2003
Schwab Institutional April 1993 - July 2002
Redgate Communications Corporation July 1999 - May 2001
E.F. Hutton September 1985 - April 1989
Skills
Investment Advisory, Marketing Strategy, Analysis, Risk Management, Consultative Selling, Business Planning, Wealth Management, Investments, Series 7, Series 63, French, Swedish, Spanish, Cross-cultural, Cross-functional Team..., Team Management, Creative Writing, Creative Development, Strategic Consulting, Strategic Partnerships, Innovative Problem..., Coach, Mentoring, Youth Mentoring
Education
Thunderbird School of Global Management 1991 — 1992
MBA/Master of International Management, International Management and Marketing, International Economy and Foreign Languages
Lund University 1985 — 1985
N/A, Swedish, Economics, Cross Cultural Communications
University of Vermont 1981 — 1985
BA, Double degree in Economics and Political Science with a minor in foreign languages
State University of New York College at Plattsburgh 1980 — 1981
N/A, Business and computer science
John J. Lebeau's EF Hutton Experience December 1980 - October 1982
Job Founder, John J. Lebeau & Co., LLC
Industry Insurance
Experience
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
JOHN J. LEBEAU & CO., LLC January 2008 - Present
SEABOARD CAPITAL PARTNERS, LLC March 2006 - Present
BNY MELLON WEALTH MANAGEMENT October 2007 - December 2007
JOHN J. LEBEAU & CO., LLC April 2002 - October 2007
First Union Securities November 2001 - April 2002
Merrill Lynch June 2000 - September 2001
JOHN J. LEBEAU March 1994 - June 2000
JOHN J LEBEAU February 1985 - March 1994
SANFORD C. BERNSTEIN & CO. October 1982 - February 1985
E.F. HUTTON December 1980 - October 1982
Skills
Investments, Wealth Management, Financial Advisory, Retirement Planning, Alternative Investments, Financial Services, Private Equity, Fixed Annuities, Business Development, Management, Business Planning, Entrepreneurship, Finance, Risk Management, Financial Analysis, Insurance, Mergers & Acquisitions, Venture Capital, Executive Management, Small Business, Due Diligence, Sales
Education
Muhlenberg College 1978 — 1981
Economics
The Lawrenceville School 1977 — 1978
Washington Township High School
Lloyd Shenfield's EF Hutton Experience January 1979 - November 1988
Job Real Estate Broker, CPA, Investment Banker
Industry Real Estate
Experience
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
Shenfield Capital September 1988 - Present
Kemper Securities March 1992 - September 1995
Lehman Brothers October 1988 - October 1989
E.F. Hutton January 1979 - November 1988
Skills
Business Strategy, Investment Banking, Capital Markets, Research, Financial Structuring, Structured Finance, Bonds, Customer Service, Fixed Income, Corporate Finance, Financial Modeling, Public Finance, Valuation, Financial Advisory, Investments, Finance, Financial Analysis, Loans, Real Estate, Banking, Restructuring, Derivatives, Financial Services, Due Diligence, Trading, Securitization
Education
University of Florida 1970 — 1974
Bachelor of Science (BS), Accounting
University of Florida - Warrington College Of Business 1970 — 1974
BSBA, Accounting
Jane Zilk's EF Hutton Experience 1986 - 1987
Job Customer service professional with a winwin approach seeking meaningful career opportunity
Industry Consumer Services
Experience
Forest Grove City Library June 2009 - Present
Bethel Congregational United Church of Christ April 2009 - Present
Jackson Bottom Wetlands Preserve February 2009 - Present
Volkswagen Credit and Audi Financial Services September 2003 - April 2007
Multiple Staffing Agencies August 2001 - September 2003
WorldTravel BTI September 2000 - August 2001
Gordon Transcription Service February 1991 - September 2000
Employers Overload September 1988 - February 1991
Triumph Travel 1987 - 1988
E.F. Hutton 1986 - 1987
Education
Oregon State University 1981 — 1986
Bachelor of Arts, Home Economics
Forest Grove City Library June 2009 - Present
Bethel Congregational United Church of Christ April 2009 - Present
Jackson Bottom Wetlands Preserve February 2009 - Present
Volkswagen Credit and Audi Financial Services September 2003 - April 2007
Multiple Staffing Agencies August 2001 - September 2003
WorldTravel BTI September 2000 - August 2001
Gordon Transcription Service February 1991 - September 2000
Employers Overload September 1988 - February 1991
Triumph Travel 1987 - 1988
E.F. Hutton 1986 - 1987
Education
Oregon State University 1981 — 1986
Bachelor of Arts, Home Economics
jeff schneider's EF Hutton Experience October 1979 - January 1981
Job Independent Marketing Analyst/Strategist at UseBiz.com
Industry Marketing and Advertising
Experience
Contact Group Pvt. January 1996 - Present
A. G. Edwards February 1987 - January 1995
Smith Barney January 1982 - January 1987
Merrill Lynch January 1981 - January 1982
E.F. Hutton October 1979 - January 1981
Rockefeller I.B.E.C. January 1974 - January 1976
Skills
Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design, Event Planning, Online Marketing, Sales, Entrepreneurship, Investments, E-commerce
Education
Kent State University 1968 — 1972
B.B.A.Business Administration / Marketing, Sales
Mentor High School 1966 — 1968
Business prep
Contact Group Pvt. January 1996 - Present
A. G. Edwards February 1987 - January 1995
Smith Barney January 1982 - January 1987
Merrill Lynch January 1981 - January 1982
E.F. Hutton October 1979 - January 1981
Rockefeller I.B.E.C. January 1974 - January 1976
Skills
Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design, Event Planning, Online Marketing, Sales, Entrepreneurship, Investments, E-commerce
Education
Kent State University 1968 — 1972
B.B.A.Business Administration / Marketing, Sales
Mentor High School 1966 — 1968
Business prep
Ellen Cooke's EF Hutton Experience June 1984 - November 1987
Job Senior Editor at National Grid
Industry Utilities
Experience
National Grid August 2007 - Present
National Grid January 1985 - Present
KeySpan November 2002 - August 2007
Various corporate clients November 1989 - November 2002
PaineWebber November 1987 - November 1989
E.F. Hutton June 1984 - November 1987
Kwasha Lipton June 1982 - June 1984
Skills
Corporate Communications, Speech Writing, Newsletters, Strategic Communications, Energy, Editing, Marketing Communications, Project Management, Strategic Planning, Research, Communications Planning, Management, Copywriting, Program Management, Microsoft Office
Education
State University of New York at Albany 1978 — 1982
Bachelor of Arts (B.A.), English; Journalism minor; Business concentration, 3.67 GPA
National Grid August 2007 - Present
National Grid January 1985 - Present
KeySpan November 2002 - August 2007
Various corporate clients November 1989 - November 2002
PaineWebber November 1987 - November 1989
E.F. Hutton June 1984 - November 1987
Kwasha Lipton June 1982 - June 1984
Skills
Corporate Communications, Speech Writing, Newsletters, Strategic Communications, Energy, Editing, Marketing Communications, Project Management, Strategic Planning, Research, Communications Planning, Management, Copywriting, Program Management, Microsoft Office
Education
State University of New York at Albany 1978 — 1982
Bachelor of Arts (B.A.), English; Journalism minor; Business concentration, 3.67 GPA
Barry Skalka's EF Hutton Experience 1980 - 1983
Job Former Executive Director, CFO at SAGEN Asset Management LP
Industry Investment Management
Experience
SAGEN Asset Management LP November 2008 - December 2011
Indus Capital Partners 2000 - 2008
L. Heller Advisors November 1998 - June 2000
Croesus Capital Management April 1998 - November 1998
SAC Capital 1993 - 1998
Wolfson Associates 1988 - 1993
Oxford Arbitrage Associates 1983 - 1987
E.F. Hutton 1980 - 1983
Oppenheim Appel & Dixon 1975 - 1980
Skills
Hedge Funds, Equities, Fund Of Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Asset Management, Portfolio Management, Prime Brokerage, Risk Management, Investor Relations, Venture Capital, Derivatives, Options, Due Diligence, Securities, Financial Reporting, Swaps, Trading, Accounting, Business Strategy, Financial Planning, Start-ups, Investment Banking, Asset Managment, Capital Markets, Bloomberg, Mutual Funds
Education
Queens College 1973 — 1975
Bachelor of Arts (B.A.), Accounting, Cum Laude
Francis Lewis High School 1966 — 1969
SAGEN Asset Management LP November 2008 - December 2011
Indus Capital Partners 2000 - 2008
L. Heller Advisors November 1998 - June 2000
Croesus Capital Management April 1998 - November 1998
SAC Capital 1993 - 1998
Wolfson Associates 1988 - 1993
Oxford Arbitrage Associates 1983 - 1987
E.F. Hutton 1980 - 1983
Oppenheim Appel & Dixon 1975 - 1980
Skills
Hedge Funds, Equities, Fund Of Funds, Alternative Investments, Investments, Private Equity, Fixed Income, Asset Management, Portfolio Management, Prime Brokerage, Risk Management, Investor Relations, Venture Capital, Derivatives, Options, Due Diligence, Securities, Financial Reporting, Swaps, Trading, Accounting, Business Strategy, Financial Planning, Start-ups, Investment Banking, Asset Managment, Capital Markets, Bloomberg, Mutual Funds
Education
Queens College 1973 — 1975
Bachelor of Arts (B.A.), Accounting, Cum Laude
Francis Lewis High School 1966 — 1969
Bill Petersohn's EF Hutton Experience 1984 - 1986
Job Managing Director at MCT Trading
Industry Financial Services
Experience
MCT Trading March 2010 - Present
GMAC Bank 2003 - April 2010
GMAC Mortgage January 2002 - December 2003
GMAC Mortgage January 1999 - December 2001
GMAC Mortgage September 1996 - December 1998
GE Capital 1988 - 1996
Ernst & Young 1986 - 1988
E.F. Hutton 1984 - 1986
Skills
Mortgage Banking, Mortgage Servicing, Mortgage Lending, Portfolio Management, Banking, Risk Management, Financial Services, Capital Markets, Relationship Management
Education
Temple University - Fox School of Business and Management 1994 — 1998
MBA, Business Administration
Lehigh University, B.S. Finance 1980 — 1984
Bachelor of Science (B.S.), Finance
MCT Trading March 2010 - Present
GMAC Bank 2003 - April 2010
GMAC Mortgage January 2002 - December 2003
GMAC Mortgage January 1999 - December 2001
GMAC Mortgage September 1996 - December 1998
GE Capital 1988 - 1996
Ernst & Young 1986 - 1988
E.F. Hutton 1984 - 1986
Skills
Mortgage Banking, Mortgage Servicing, Mortgage Lending, Portfolio Management, Banking, Risk Management, Financial Services, Capital Markets, Relationship Management
Education
Temple University - Fox School of Business and Management 1994 — 1998
MBA, Business Administration
Lehigh University, B.S. Finance 1980 — 1984
Bachelor of Science (B.S.), Finance
Jeff Westergaard's EF Hutton Experience December 1985 - May 1987
Job at Morningstar
Industry Research
Experience
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Morningstar May 2011 - Present
First Trust Portfolios LP November 2005 - May 2011
UBS AG October 1993 - October 2005
UBS Financial Services Inc 1993 - 2005
Paine Webber January 1995 - October 2000
Dean Witter May 1987 - October 1993
E.F. Hutton December 1985 - May 1987
J.F Hartfield & Co. June 1982 - December 1985
Skills
Securities, Fixed Income, Financial Markets, Analysis, Trading, Investments, Capital Markets
Education
Van Meter Community High School 1974 — 1984
University of Iowa 1978 — 1982
BBA, Economics, Finance
Alfred Chin's EF Hutton Experience 1982 - 1988
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bear Stearns October 1988 - February 2008
Paine Webber January 1988 - October 1988
E.F. HUTTON 1982 - 1988
FAA 1977 - 1981
Defense Logistics Agency 1973 - 1977
Education
State University of New York College at Geneseo 1968 — 1972
BA
Bear Stearns October 1988 - February 2008
Paine Webber January 1988 - October 1988
E.F. HUTTON 1982 - 1988
FAA 1977 - 1981
Defense Logistics Agency 1973 - 1977
Education
State University of New York College at Geneseo 1968 — 1972
BA
Paul Resnik's EF Hutton Experience 1983 - 1987
Job Director of Research at Uncommon Equities, Inc.
Industry Investment Management
Experience
Uncommon Equities, Inc. January 2012 - Present
RedChip Companies February 2011 - Present
Resnik Asset Management Co., Inc. February 1995 - Present
Olympia Capital Markets February 2009 - December 2010
Lehman Brothers 1992 - 1994
E.F. Hutton 1983 - 1987
Skills
Portfolio Management, Asset Management, Equity Research, Asset Managment, Financial Markets, Equities, Investments, Series 7, Securities, Series 63, Wealth Management, Investment Advisory, Financial Analysis, Valuation, Options, Investment Banking, Equity Valuation
Education
Hobart and William Smith Colleges 1965 — 1969
B.A., Economics
Uncommon Equities, Inc. January 2012 - Present
RedChip Companies February 2011 - Present
Resnik Asset Management Co., Inc. February 1995 - Present
Olympia Capital Markets February 2009 - December 2010
Lehman Brothers 1992 - 1994
E.F. Hutton 1983 - 1987
Skills
Portfolio Management, Asset Management, Equity Research, Asset Managment, Financial Markets, Equities, Investments, Series 7, Securities, Series 63, Wealth Management, Investment Advisory, Financial Analysis, Valuation, Options, Investment Banking, Equity Valuation
Education
Hobart and William Smith Colleges 1965 — 1969
B.A., Economics
Oliver Owens's EF Hutton Experience December 1984 - December 1990
Job Vice PresidentUBS Financial Services
Industry Financial Services
Experience
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
UBS December 2008 - Present
Merrill Lynch December 1990 - December 2008
E.F. Hutton December 1984 - December 1990
University of Michigan December 1979 - December 1984
Education
University of Michigan 1974 — 1978
B.A., History
Ann Arbor Pioneer High School 1971 — 1974
Lance Hallam's EF Hutton Experience 1986 - 1988
Job DBA MGR at Network Solutions
Industry Information Technology and Services
Experience
Network Solutions Manager of Database Development and OperationsCyberCashAugust 2000 - October 2001
Litton PRC February 1988 - August 2000
E.F. Hutton 1986 - 1988
Skills
Unix, Oracle, Agile Methodologies, Databases, Solaris, SDLC, Operating Systems, Integration, MySQL, Enterprise Architecture
Education
Virginia Polytechnic Institute and State University 1993 — 1995
MIS, Information Systems
Virginia Commonwealth University - School of Business 1979 — 1981
BA, Information Systems
Park University 1973 — 1977
BA, Music Education
Network Solutions Manager of Database Development and OperationsCyberCashAugust 2000 - October 2001
Litton PRC February 1988 - August 2000
E.F. Hutton 1986 - 1988
Skills
Unix, Oracle, Agile Methodologies, Databases, Solaris, SDLC, Operating Systems, Integration, MySQL, Enterprise Architecture
Education
Virginia Polytechnic Institute and State University 1993 — 1995
MIS, Information Systems
Virginia Commonwealth University - School of Business 1979 — 1981
BA, Information Systems
Park University 1973 — 1977
BA, Music Education
Charles Nichols's EF Hutton Experience 1983 - 1988
Job Founder & Managing Partner, Nichols Asset Management, LLC
Industry Financial Services
Experience
Nichols Asset Management, LLC January 1992 - Present
Ektron 1999 - 2012
Prudential Securities August 1989 - October 1990
Bear Stearns April 1988 - July 1989
E.F. Hutton 1983 - 1988
Education
University of Denver 1973 — 1978
B.S.B.A., Economics & Finance
Kimball Union
Weston High School
Nichols Asset Management, LLC January 1992 - Present
Ektron 1999 - 2012
Prudential Securities August 1989 - October 1990
Bear Stearns April 1988 - July 1989
E.F. Hutton 1983 - 1988
Education
University of Denver 1973 — 1978
B.S.B.A., Economics & Finance
Kimball Union
Weston High School
Robert Bellick's EF Hutton Experience 1987 - 1987
Job Partner at Wolverine Trading
Industry Financial Services
Experience
Wolverine Trading 1994 - Present
Self-Employed 1992 - 1994
O'Connor & Associates 1988 - 1992
E.F. Hutton 1987 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
BBA, Finance
Wolverine Trading 1994 - Present
Self-Employed 1992 - 1994
O'Connor & Associates 1988 - 1992
E.F. Hutton 1987 - 1987
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1987
BBA, Finance
Heidi Taber's EF Hutton Experience 1987 - 1987
Job Executive Assistant at The Moles Inc.
Industry Legal Services
Experience
The Moles Inc. January 2010 - Present
Lehman Brothers 1987 - 1996
Shearson 1987 - 1996
E.F. Hutton 1987 - 1987
Skills
Office Management, Microsoft Office
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelor's, Political Science, German
The Moles Inc. January 2010 - Present
Lehman Brothers 1987 - 1996
Shearson 1987 - 1996
E.F. Hutton 1987 - 1987
Skills
Office Management, Microsoft Office
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelor's, Political Science, German
Joseph Lowery's EF Hutton Experience July 1975 - July 1987
Job Resident Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Merrill Lynch May 2011 - Present
Merrill Lynch March 2009 - Present
Merrill Lynch July 1995 - February 2009
Kemper Securities July 1987 - July 1995
E.F. Hutton July 1975 - July 1987
Skills
Wealth Management, Asset Allocation, Securities, Investments, Asset Management, Retirement Planning, Series 7, Leadership, Investment Advisory, Alternative Investments, Mutual Funds, Uniform Combined State..., FINRA, Wealth Management..., Investment Strategies, Series 63
Education
Wharton School, University of Pennsylvania 1984 — 1986
Securities Industry Institute
The University of Texas at Austin 1969 — 1972
Bachelor of Journalism, Advertising / Marketing
Robert Brown,Jr.'s EF Hutton Experience 1985 - 1987
Job Principal/Owner at Brown & Associates
Industry Investment Management
Experience
Brown & Associates 1988 - Present
E.F. Hutton 1985 - 1987
Drexel Burnham Lambert 1982 - 1985
T. J. Raney & Sons 1980 - 1982
Skills
Investments, Portfolio Management, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Investment Banking, Series 7, Finance, Strategic Partnerships, Financial Risk, Insurance
Education
University of Arkansas at Little Rock 1978 — 1981
Business/Managerial Economics
Scottsdale Community College 1977 — 1978
Business
University of Central Arkansas 1976 — 1977
Brown & Associates 1988 - Present
E.F. Hutton 1985 - 1987
Drexel Burnham Lambert 1982 - 1985
T. J. Raney & Sons 1980 - 1982
Skills
Investments, Portfolio Management, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Investment Banking, Series 7, Finance, Strategic Partnerships, Financial Risk, Insurance
Education
University of Arkansas at Little Rock 1978 — 1981
Business/Managerial Economics
Scottsdale Community College 1977 — 1978
Business
University of Central Arkansas 1976 — 1977
Griffith Peck's EF Hutton Experience August 1980 - November 1987
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Wachovia Bank July 1998 - July 2004
Dean Witter June 1994 - May 1998
Lehman Brothers November 1987 - June 1994
E.F. Hutton August 1980 - November 1987
Skills
Equities, Trading, Capital Markets, Risk Management, Series 7, Securities, ETFs, Hedge Funds, Valuation, Alternative Investments, Options, Trading Systems, Fixed Income, Series 63, Bonds, Equity Trading, Asset Management, Financial Markets, Equity Derivatives, Bloomberg, Series 24, Investments
Education
University of Miami
Bachelor of Arts (BA), History, Marine Biology
Marta J Bradley's EF Hutton Experience 1978 - 1981
Job Investment Portfolio Manager
Industry Financial Services
Experience
MJB Investments 1990 - Present
Quotron Systems 1984 - 1990
Pertec Computer Corp. 1981 - 1984
E.F. Hutton 1978 - 1981
Skills
Finance, Portfolio Management, Economics, Treasury Management, Credit, Investments, Financial Analysis, Banking, Financial Modeling, Valuation, Accounting, Corporate Finance, Equities, Asset Management, Capital Markets, Investment Banking, Fixed Income, Budgeting and..., Financial Planning, Variance Analysis &...
Education
University of California, Los Angeles
BA, Economics
MJB Investments 1990 - Present
Quotron Systems 1984 - 1990
Pertec Computer Corp. 1981 - 1984
E.F. Hutton 1978 - 1981
Skills
Finance, Portfolio Management, Economics, Treasury Management, Credit, Investments, Financial Analysis, Banking, Financial Modeling, Valuation, Accounting, Corporate Finance, Equities, Asset Management, Capital Markets, Investment Banking, Fixed Income, Budgeting and..., Financial Planning, Variance Analysis &...
Education
University of California, Los Angeles
BA, Economics
Dan Gimbel's EF Hutton Experience July 1987 - February 1992
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
CTC myCFO March 2006 - Present
Charles Schwab 1996 - 2006
Charles Schwab May 1996 - December 1996
Charles Schwab April 1995 - May 1996
Charles Schwab March 1992 - April 1995
E.F. Hutton July 1987 - February 1992
Merrill Lynch March 1984 - July 1987
Skills
Retirement Planning, Asset Allocation, Portfolio Management, Investments, Marketing, Alternative Investments, Asset Management, Business Development, CRM, Equities, Finance, Financial Advisory, Hedge Funds, Management, Mutual Funds, Sales, Strategy, Wealth Management
Education
University of Southern California 1978 — 1983
B.S., Business Administration/Finance
Joseph O'Connor's EF Hutton Experience September 1983 - March 1990
Job PNC Investments
Industry Financial Services
Experience
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
Susie Alldredge's EF Hutton Experience May 1984 - January 1988
Job Supervisor Inflight Services at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines May 1994 - Present
Compaq July 1990 - July 1994
E.F. Hutton May 1984 - January 1988
Education
Triton-College 1988 — 1999
Business, Real Estate
Southwest Airlines May 1994 - Present
Compaq July 1990 - July 1994
E.F. Hutton May 1984 - January 1988
Education
Triton-College 1988 — 1999
Business, Real Estate
Marilyn B. Rappaport's EF Hutton Experience 1980 - 1988
Job Financial Liason
Industry Law Practice
Experience
Stern Keiser and Panken, LLP February 2005 - Present
Custom Calligraphy Plus 1990 - 2009
E.F. Hutton 1980 - 1988
Skills
Non-profits, Event Planning, Estate Planning, Financial Analysis, Fundraising, Public Speaking, Grants, Entrepreneurship
Education
St. John's University 1980 — 1983
MBA, Finance
University at Albany, SUNY 1974 — 1978
B.S, Accounting
Stern Keiser and Panken, LLP February 2005 - Present
Custom Calligraphy Plus 1990 - 2009
E.F. Hutton 1980 - 1988
Skills
Non-profits, Event Planning, Estate Planning, Financial Analysis, Fundraising, Public Speaking, Grants, Entrepreneurship
Education
St. John's University 1980 — 1983
MBA, Finance
University at Albany, SUNY 1974 — 1978
B.S, Accounting
bruce TUTHILL's EF Hutton Experience 1968 - 1987
Job President at Bruce Tuthill Ltd
Industry Financial Services
Experience
Bruce Tuthill LTD 2001 - Present
bruce tuthill ltd April 1999 - Present
Bruce Tuthill Ltd February 1999 - Present
EF Hutton & Company - New York, NY 1968 - 1987
E.F. Hutton 1968 - 1987
Skills
Sales Management, Investments, Strategic Planning, Wealth Management, New Business Development
Education
University of Notre Dame 1960 — 1964
BBA, Marketing
Bruce Tuthill LTD 2001 - Present
bruce tuthill ltd April 1999 - Present
Bruce Tuthill Ltd February 1999 - Present
EF Hutton & Company - New York, NY 1968 - 1987
E.F. Hutton 1968 - 1987
Skills
Sales Management, Investments, Strategic Planning, Wealth Management, New Business Development
Education
University of Notre Dame 1960 — 1964
BBA, Marketing
George(Greg) Jenkins 111's EF Hutton Experience September 1979 - October 1981
Job Senior Vice PresidentInvestment Management Consultant At Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
Michele Alex's EF Hutton Experience 1985 - 1990
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1990 - Present
e.f. hutton 1985 - 1990
paine webber jackson and curtis 1980 - 1985
Education
University of Maine 1969 — 1973
bs, education/english
Morgan Stanley Smith Barney 1990 - Present
e.f. hutton 1985 - 1990
paine webber jackson and curtis 1980 - 1985
Education
University of Maine 1969 — 1973
bs, education/english
Dann Sokol's EF Hutton Experience January 1980 - January 1988
Job First Vice President, Portfolio Manager at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC January 1988 - Present
E.F. Hutton January 1980 - January 1988
Conklin & Cahill (Specialist Firm) July 1979 - January 1980
Education
University of Miami - School of Business
Bachelor of Administration, Fianace and Economics
MorganStanley SmithBarney LLC January 1988 - Present
E.F. Hutton January 1980 - January 1988
Conklin & Cahill (Specialist Firm) July 1979 - January 1980
Education
University of Miami - School of Business
Bachelor of Administration, Fianace and Economics
Neal McLaughlin's EF Hutton Experience October 1983 - August 1987
Job Property Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE February 2013 - Present
Grubb & Ellis March 2011 - September 2012
Royal Bank of Scotland October 2008 - March 2011
ABN AMRO Bank N.V. September 2001 - October 2008
ING Barings August 1996 - September 2001
Lehman Brothers June 1993 - August 1996
Shearson Lehman Brothers August 1987 - June 1993
E.F. Hutton October 1983 - August 1987
Skills
General Contractors, Physical Security, Janitorial, Food Service, General Repairs, Contract Negotiation, Office Management, Records Management, Landlord/tenant Issues, Print Management, Project Management, Contractors, Vendor Management, Asset Management, Budgets, Facilities Management, Process Improvement, Outsourcing, Program Management, Access, Operations Management, Risk Management, Team Building, Procurement, Strategic Planning, Logistics, Portfolio Management, Disaster Recovery, Leadership, Contract Management, Change Management, Real Estate, Time Management, Corporate Real Estate, Negotiation, Property Management, Forecasting, Lease Administration, Leases, Mergers & Acquisitions, Facilities Operations, Commercial Real Estate, Business Process..., Due Diligence, Finance, Financial Analysis, Banking, Project Planning, Building Maintenance, Strategy
Education
Iona College
BBA -, Business Administration and Management, General
New York Real Estate Institute 2013 — 2013
Real Estate Sales Licensing, Certification
CBRE February 2013 - Present
Grubb & Ellis March 2011 - September 2012
Royal Bank of Scotland October 2008 - March 2011
ABN AMRO Bank N.V. September 2001 - October 2008
ING Barings August 1996 - September 2001
Lehman Brothers June 1993 - August 1996
Shearson Lehman Brothers August 1987 - June 1993
E.F. Hutton October 1983 - August 1987
Skills
General Contractors, Physical Security, Janitorial, Food Service, General Repairs, Contract Negotiation, Office Management, Records Management, Landlord/tenant Issues, Print Management, Project Management, Contractors, Vendor Management, Asset Management, Budgets, Facilities Management, Process Improvement, Outsourcing, Program Management, Access, Operations Management, Risk Management, Team Building, Procurement, Strategic Planning, Logistics, Portfolio Management, Disaster Recovery, Leadership, Contract Management, Change Management, Real Estate, Time Management, Corporate Real Estate, Negotiation, Property Management, Forecasting, Lease Administration, Leases, Mergers & Acquisitions, Facilities Operations, Commercial Real Estate, Business Process..., Due Diligence, Finance, Financial Analysis, Banking, Project Planning, Building Maintenance, Strategy
Education
Iona College
BBA -, Business Administration and Management, General
New York Real Estate Institute 2013 — 2013
Real Estate Sales Licensing, Certification
richard iervolino's EF Hutton Experience December 1984 - August 1987
Job Executive Chauffeur
Industry Automotive
Experience
AIR BROOK LIMOUSINE July 2007 - Present
China Shipping (Group) Company December 2006 - June 2007
Zim American Integrated Shipping Services Co. Inc September 1997 - October 2006
Empire Executive Car & Limo September 1996 - August 2004
Citi July 1995 - August 1996
NIKKO Securities September 1987 - June 1995
E.F. HUTTON December 1984 - August 1987
Skills
Project Planning, Process Scheduler, Supply Chain Management, Microsoft Excel, Microsoft Word, Supply Chain, Forecasting, Container, Transportation..., Logistics Management, Ocean
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Managerial Sciences, 3.0
AIR BROOK LIMOUSINE July 2007 - Present
China Shipping (Group) Company December 2006 - June 2007
Zim American Integrated Shipping Services Co. Inc September 1997 - October 2006
Empire Executive Car & Limo September 1996 - August 2004
Citi July 1995 - August 1996
NIKKO Securities September 1987 - June 1995
E.F. HUTTON December 1984 - August 1987
Skills
Project Planning, Process Scheduler, Supply Chain Management, Microsoft Excel, Microsoft Word, Supply Chain, Forecasting, Container, Transportation..., Logistics Management, Ocean
Education
Manhattan College 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Managerial Sciences, 3.0
Heidi von Hoffmann's EF Hutton Experience September 1986 - March 1988
Job Ministry at Faith Evangelical Free Church
Industry Nonprofit Organization Management
Experience
Boundless Education August 2010 - Present
Wilton Education Foundation August 2006 - Present
MOPS International August 1997 - Present
Bridgepport Resuce Mission August 2011 - December 2012
Boy Scouts of America August 2002 - August 2011
Starwood Hotels & Resorts Worldwide, Inc. April 1992 - June 1993
Loews Regency Hotel June 1991 - May 1992
Loews Hotels June 1990 - July 1991
Loews Santa Monica Beach Hotel March 1988 - June 1990
E.F. Hutton September 1986 - March 1988
Education
Lyon College 1982 — 1985
Bachelor's Degree, Communication and Media Studies
Bruno Pyatt High School 1979 — 1982
Boundless Education August 2010 - Present
Wilton Education Foundation August 2006 - Present
MOPS International August 1997 - Present
Bridgepport Resuce Mission August 2011 - December 2012
Boy Scouts of America August 2002 - August 2011
Starwood Hotels & Resorts Worldwide, Inc. April 1992 - June 1993
Loews Regency Hotel June 1991 - May 1992
Loews Hotels June 1990 - July 1991
Loews Santa Monica Beach Hotel March 1988 - June 1990
E.F. Hutton September 1986 - March 1988
Education
Lyon College 1982 — 1985
Bachelor's Degree, Communication and Media Studies
Bruno Pyatt High School 1979 — 1982
Nest Seekers International
E F Hutton
EF Hutton & Company
E.F. HUTTON & CO.
Nestseekers International
E.F.Hutton
nestseekers