EF Hutton & Company
Industry: Brokerage firm
DescriptionEF Hutton is an American stock brokerage firm founded in 1904 by Edward Francis Hutton and his brother, Franklyn Laws Hutton. Later, it was led by well known Wall Street trader Gerald M. Loeb. Founded: 2012 Headquarters: Springfield, OH Founders: Edward Francis Hutton, Gerald M. Loeb, Franklyn Laws Hutton Key people: Gerald M. Loeb, Peter Ueberroth, Robert M. Fomon, Christopher Daniels
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EF Hutton & Company Employees
Employee
Years
Job
Industry
Bret Young Bret Young's EF Hutton & Company Experience January 1985 - March 1988
Job Managing Director, Business Development at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC May 2015 - Present
Curian Capital, LLC April 2012 - Present
Thomson Horstmann & Bryant May 2010 - April 2012
GE Asset Management December 2007 - May 2010
Dreyfus Investments 2000 - 2007
J&W Seligman 1997 - 2000
PaineWebber March 1988 - September 1997
EF Hutton & Company January 1985 - March 1988
Skills
Separately Managed..., Institutional Sales, Alternative Investments, Asset Management, Securities, Sales, Mutual Funds, Series 7, Investment Strategies, Investments, Equities, Asset Allocation, Series 63, Investment Advisory, Pensions, Morningstar, Fixed Income, Investment Management, Business Development, Portfolio Management, Wealth Management, ETFs, Series 65, Financial Services, 401k, Series 24, Hedge Funds, Retirement Planning, Financial Advisory, Private Equity
Education
New York University - Leonard N. Stern School of Business 1987 — 1994
MBA, Marketing
Manhattan College 1978 — 1982
BS, Marketing
INTECH Investment Management LLC May 2015 - Present
Curian Capital, LLC April 2012 - Present
Thomson Horstmann & Bryant May 2010 - April 2012
GE Asset Management December 2007 - May 2010
Dreyfus Investments 2000 - 2007
J&W Seligman 1997 - 2000
PaineWebber March 1988 - September 1997
EF Hutton & Company January 1985 - March 1988
Skills
Separately Managed..., Institutional Sales, Alternative Investments, Asset Management, Securities, Sales, Mutual Funds, Series 7, Investment Strategies, Investments, Equities, Asset Allocation, Series 63, Investment Advisory, Pensions, Morningstar, Fixed Income, Investment Management, Business Development, Portfolio Management, Wealth Management, ETFs, Series 65, Financial Services, 401k, Series 24, Hedge Funds, Retirement Planning, Financial Advisory, Private Equity
Education
New York University - Leonard N. Stern School of Business 1987 — 1994
MBA, Marketing
Manhattan College 1978 — 1982
BS, Marketing
Donald White Donald White's EF Hutton & Company Experience December 1985 - February 1988
Job CEO of Treasure Coast Financial and Treasurer Love Without Boundaries
Industry Financial Services
Experience
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Love Without Boundaries January 2006 - Present
Treasure Coast Financial Services Inc. January 1995 - Present
God's Money December 1993 - Present
Million Dollar Roundtable 1991 - Present
Prudential Securities February 1988 - January 1995
EF Hutton & Company December 1985 - February 1988
Cohen-White & Associates July 1982 - December 1985
Pacific Life April 1979 - July 1982
New York Life Insurance Company January 1977 - April 1979
Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory
Education
The American College 1984 — 1986
ChFC, Chartered Financial Consultant
The American College 1979 — 1981
CLU, Insurance
University of Florida 1973 — 1974
None, Jouralism
Northeast High School 1970 — 1973
Diploma
Jeffrey Kerner Jeffrey Kerner's EF Hutton & Company Experience February 1978 - January 1995
Job
Industry
Experience
jeffrey.kerner@outlook.com April 2015 - Present
HERTZ Auto Sales February 2014 - April 2015
Bayway Lincoln Mercury February 1996 - July 2013
E.F. Hutton & Company February 1978 - January 1995
Skills
Microsoft Office, Sales, Sales Management, Negotiation, Account Management, Customer Service, Budgets, Contract Negotiation, Loans, Sales Process, Training, Management, Marketing, Strategic Planning, Project Management, Team Building
Education
University of California, Los Angeles
jeffrey.kerner@outlook.com April 2015 - Present
HERTZ Auto Sales February 2014 - April 2015
Bayway Lincoln Mercury February 1996 - July 2013
E.F. Hutton & Company February 1978 - January 1995
Skills
Microsoft Office, Sales, Sales Management, Negotiation, Account Management, Customer Service, Budgets, Contract Negotiation, Loans, Sales Process, Training, Management, Marketing, Strategic Planning, Project Management, Team Building
Education
University of California, Los Angeles
Bartley A. Corfee, ChFC Bartley A. Corfee, ChFC's EF Hutton & Company Experience 1986 - 1989
Job Investment Advisor Representative & Registered Principal
Industry Investment Management
Experience
Cetera Advisors LLC 2001 - Present
Corfee & Associates 1991 - Present
E.F. Hutton & Company 1986 - 1989
Tuttle and Noroian Inc 1985 - 1986
Sutro & Company 1980 - 1984
Professional Golfers Association of Northern California 1973 - 1978
Skills
Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, Series 7, Insurance, FINRA, Employee Benefits, Retirement Planning, Series 63, Mutual Funds, IRAs, ETFs, Investment Strategies, Investment Advisory, Alternative Investments, Financial Planners, Wealth Management, 401k, Fly Fishing, Risk Management, Asset Managment, Uniform Combined State..., Series 24, Strategic Financial..., Series 65, Financial Services
Education
The American College 1997 — 2000
Chartered Financial Consultant, Advanced Financial Advisory Certification
California State University-Sacramento 1975 — 1978
Bachelors of Science Business Administration, Accounting
Sacramento City College 1973 — 1975
Associate Arts, Accounting, 3.9
Cetera Advisors LLC 2001 - Present
Corfee & Associates 1991 - Present
E.F. Hutton & Company 1986 - 1989
Tuttle and Noroian Inc 1985 - 1986
Sutro & Company 1980 - 1984
Professional Golfers Association of Northern California 1973 - 1978
Skills
Investments, Asset Allocation, Securities, Investment Management, Retirement, Financial Advisory, Asset Management, Series 7, Insurance, FINRA, Employee Benefits, Retirement Planning, Series 63, Mutual Funds, IRAs, ETFs, Investment Strategies, Investment Advisory, Alternative Investments, Financial Planners, Wealth Management, 401k, Fly Fishing, Risk Management, Asset Managment, Uniform Combined State..., Series 24, Strategic Financial..., Series 65, Financial Services
Education
The American College 1997 — 2000
Chartered Financial Consultant, Advanced Financial Advisory Certification
California State University-Sacramento 1975 — 1978
Bachelors of Science Business Administration, Accounting
Sacramento City College 1973 — 1975
Associate Arts, Accounting, 3.9
Ackli Howell Ackli Howell's EF Hutton & Company Experience May 1976 - December 1984
Job Office Manager
Industry Computer Software
Experience
St. Christopher's Episcopal Church February 2015 - Present
SunGard (Stream/GMI) March 1995 - October 2014
Hewitt Associates January 1986 - October 1988
Kemper Insurance June 1986 - December 1986
Merrill Lynch February 1985 - April 1986
E.F. Hutton & Company May 1976 - December 1984
University of Iowa Hospitals May 1974 - February 1976
Skills
RoboHelp Application, Subversion, Filezilla, Adobe, SharePoint, Microsoft Office, SDLC, Requirements Gathering, Microsoft Excel
Education
University of Iowa
Bachelor of Arts (B.A.)
St. Christopher's Episcopal Church February 2015 - Present
SunGard (Stream/GMI) March 1995 - October 2014
Hewitt Associates January 1986 - October 1988
Kemper Insurance June 1986 - December 1986
Merrill Lynch February 1985 - April 1986
E.F. Hutton & Company May 1976 - December 1984
University of Iowa Hospitals May 1974 - February 1976
Skills
RoboHelp Application, Subversion, Filezilla, Adobe, SharePoint, Microsoft Office, SDLC, Requirements Gathering, Microsoft Excel
Education
University of Iowa
Bachelor of Arts (B.A.)
Eddie Irizarry Eddie Irizarry's EF Hutton & Company Experience December 1980 - March 1989
Job Bank of Tokyo
Industry Information Technology and Services
Experience
Bank of Tokyo-Mitsubishi UF July 2015 - Present
Tory Burch May 2014 - April 2015
Quest Diagnostics November 2000 - November 2013
Chase Manhattan Bank, New York, NY July 1999 - November 2000
Carnegie Hall Corporation December 1989 - November 1999
Time Warner Inc. December 1994 - November 1998
Lewco Securities January 1989 - December 1990
E.F. Hutton & Company December 1980 - March 1989
Skills
Change Management, ITILv3, Service Management, Six Sigma, Incident Management, Release Control, HP Service Manager, UNIX, HP uCMDB, ITIL, Release Management, PMO, Technical Support, Hardware, Unix, CMDB, IT Service Management, Management, Disaster Recovery, Integration, Vendor Management, Software Documentation, Visio, SDLC, IT Management, Process Improvement, Troubleshooting
Education
CUNY New York City College of Technology
Information Technology
Bank of Tokyo-Mitsubishi UF July 2015 - Present
Tory Burch May 2014 - April 2015
Quest Diagnostics November 2000 - November 2013
Chase Manhattan Bank, New York, NY July 1999 - November 2000
Carnegie Hall Corporation December 1989 - November 1999
Time Warner Inc. December 1994 - November 1998
Lewco Securities January 1989 - December 1990
E.F. Hutton & Company December 1980 - March 1989
Skills
Change Management, ITILv3, Service Management, Six Sigma, Incident Management, Release Control, HP Service Manager, UNIX, HP uCMDB, ITIL, Release Management, PMO, Technical Support, Hardware, Unix, CMDB, IT Service Management, Management, Disaster Recovery, Integration, Vendor Management, Software Documentation, Visio, SDLC, IT Management, Process Improvement, Troubleshooting
Education
CUNY New York City College of Technology
Information Technology
Steve Gross Steve Gross's EF Hutton & Company Experience 1980 - 1986
Job Senior Director, Endowment Management at The Jewish Federations of North America
Industry Nonprofit Organization Management
Experience
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
Peter Sainato, CPA Peter Sainato, CPA's EF Hutton & Company Experience 1984 - 1987
Job President & CEO at Justice Federal Credit Union
Industry Banking
Experience
Justice Federal Credit Union January 2000 - Present
Mission Federal Credit Union March 1989 - January 2000
Beverly Hills Savings & Loan March 1986 - February 1989
E.F. Hutton & Company 1984 - 1987
Skills
Budgets, Bank Management, Loans, Financial Analysis, Credit Unions, Strategic Planning, Mergers, Leadership Development, Management, Financial Services, Banking, Risk Management, Mergers & Acquisitions, Training, Finance, Small Business, Leadership, Staff Development, Auditing, Business Planning, Credit, Executive Management, Insurance, Management Consulting, Strategy, Consumer Lending
Education
Cal Poly University
Bachelor's degree, Accounting
Wharton Business School
Justice Federal Credit Union January 2000 - Present
Mission Federal Credit Union March 1989 - January 2000
Beverly Hills Savings & Loan March 1986 - February 1989
E.F. Hutton & Company 1984 - 1987
Skills
Budgets, Bank Management, Loans, Financial Analysis, Credit Unions, Strategic Planning, Mergers, Leadership Development, Management, Financial Services, Banking, Risk Management, Mergers & Acquisitions, Training, Finance, Small Business, Leadership, Staff Development, Auditing, Business Planning, Credit, Executive Management, Insurance, Management Consulting, Strategy, Consumer Lending
Education
Cal Poly University
Bachelor's degree, Accounting
Wharton Business School
Lee Greenhouse's EF Hutton & Company Experience October 1981 - April 1984
Job President at Greenhouse Associates, Inc.
Industry Information Services
Experience
Greenhouse Associates, Inc. September 1992 - Present
Quotron Systems September 1988 - September 1992
Citicorp Information Business April 1986 - September 1992
International MarketNet April 1985 - April 1986
IMNET 1984 - 1985
E.F. Hutton & Company October 1981 - April 1984
Link Resources Corp. July 1979 - October 1981
Skills
Business Strategy, Business Analysis, Market Research, Product Management, Product marketing, Financial Analysis, Marketing Strategy, Organizational Design, Due Diligence, Organizational..., Publishing, Information Management, Strategic Planning, Healthcare Information..., Product Development, Digital Strategy, Digital Media, Professional publishing, STM publishing, Mergers & Acquisitions, Competitive Analysis, Product Marketing, Corporate Development, Management Consulting, Strategy, Project Management, Analysis, Market Analysis, Digital Marketing, Business Planning, Venture Capital, Strategic Partnerships, Management, Consulting, Start-ups, Process Improvement, New Media, Finance
Education
Harvard University 1974 — 1978
AB, History
Scarsdale High
Greenhouse Associates, Inc. September 1992 - Present
Quotron Systems September 1988 - September 1992
Citicorp Information Business April 1986 - September 1992
International MarketNet April 1985 - April 1986
IMNET 1984 - 1985
E.F. Hutton & Company October 1981 - April 1984
Link Resources Corp. July 1979 - October 1981
Skills
Business Strategy, Business Analysis, Market Research, Product Management, Product marketing, Financial Analysis, Marketing Strategy, Organizational Design, Due Diligence, Organizational..., Publishing, Information Management, Strategic Planning, Healthcare Information..., Product Development, Digital Strategy, Digital Media, Professional publishing, STM publishing, Mergers & Acquisitions, Competitive Analysis, Product Marketing, Corporate Development, Management Consulting, Strategy, Project Management, Analysis, Market Analysis, Digital Marketing, Business Planning, Venture Capital, Strategic Partnerships, Management, Consulting, Start-ups, Process Improvement, New Media, Finance
Education
Harvard University 1974 — 1978
AB, History
Scarsdale High
Perry Novak Perry Novak's EF Hutton & Company Experience 1983 - 1988
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. April 2009 - Present
Morgan Stanley Smith Barney August 1983 - April 2009
EF Hutton & Company 1983 - 1988
Education
University of San Francisco School of Law 1980 — 1983
Juris Doctor, Law
University of California, Berkeley 1975 — 1979
BA, Political Science, Business
UBS Financial Services, Inc. April 2009 - Present
Morgan Stanley Smith Barney August 1983 - April 2009
EF Hutton & Company 1983 - 1988
Education
University of San Francisco School of Law 1980 — 1983
Juris Doctor, Law
University of California, Berkeley 1975 — 1979
BA, Political Science, Business
John C. Granzow John C. Granzow's EF Hutton & Company Experience 1985 - 1989
Job Managing Director Investments at The Granzow Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Granzow Consulting Group of Wells Fargo Advisors, LLC September 1994 - Present
Investment Management Consultants Association 2004 - 2013
CapTrust Financial Advisors 1996 - 2002
PaineWebber December 1989 - September 1994
E.F. Hutton & Company 1985 - 1989
Skills
Management, Financial Services, Sales, Financial Advisory, Marketing, Financial Analysis, Hedge Funds, Retirement, Capital Markets, 401k, Separately Managed..., Investments, Strategic Planning, Private Equity, Finance, Asset Allocation, Risk Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA), Consulting Services
Western Michigan University
BS, Finance
The Granzow Consulting Group of Wells Fargo Advisors, LLC September 1994 - Present
Investment Management Consultants Association 2004 - 2013
CapTrust Financial Advisors 1996 - 2002
PaineWebber December 1989 - September 1994
E.F. Hutton & Company 1985 - 1989
Skills
Management, Financial Services, Sales, Financial Advisory, Marketing, Financial Analysis, Hedge Funds, Retirement, Capital Markets, 401k, Separately Managed..., Investments, Strategic Planning, Private Equity, Finance, Asset Allocation, Risk Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA), Consulting Services
Western Michigan University
BS, Finance
Tony Pepenella's EF Hutton & Company Experience 1979 - 1985
Job Derivatives and Treasury Finance Professional
Industry Financial Services
Experience
Citi 2013 - Present
New York University/Polytechnic Institute 2007 - Present
The Bank of New York Mellon 2007 - 2012
Bear Stearns 1996 - 2006
Wasserstein, Perella & Co., Inc., 1994 - 1995
Nikko Securities Company International, Inc 1993 - 1994
Bankers Trust 1985 - 1993
EF Hutton & Company 1979 - 1985
Skills
Derivatives, Treasury, Capital Markets, Hedging, FX, Structured Products, Funding, Fixed Income, Interest Rate..., Valuation, FX Options, Trading, Equities, Risk Management, Bonds, Securities, Financial Risk, Investments
Education
Florida State University 1975 — 1978
BS, Finance
Citi 2013 - Present
New York University/Polytechnic Institute 2007 - Present
The Bank of New York Mellon 2007 - 2012
Bear Stearns 1996 - 2006
Wasserstein, Perella & Co., Inc., 1994 - 1995
Nikko Securities Company International, Inc 1993 - 1994
Bankers Trust 1985 - 1993
EF Hutton & Company 1979 - 1985
Skills
Derivatives, Treasury, Capital Markets, Hedging, FX, Structured Products, Funding, Fixed Income, Interest Rate..., Valuation, FX Options, Trading, Equities, Risk Management, Bonds, Securities, Financial Risk, Investments
Education
Florida State University 1975 — 1978
BS, Finance
Dinah Berger's EF Hutton & Company Experience 1983 - 1985
Job Office Manager at Hades Manufacturing Corp.
Industry Mechanical or Industrial Engineering
Experience
Hades Manufacturing Corp. April 2009 - Present
Rheem Manufacturing Company 1985 - 2002
EF Hutton & Company 1983 - 1985
Skills
QuickBooks, Payroll, Payroll Taxes, Invoicing, Accounts Payable, Accounts Receivable, Office Management, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, Employee Benefits, Outlook, Management, Accounting, Team Building, Sales
Education
Hunter College
Accounting
Queensborough Community College
Associates, Business Administration
Hades Manufacturing Corp. April 2009 - Present
Rheem Manufacturing Company 1985 - 2002
EF Hutton & Company 1983 - 1985
Skills
QuickBooks, Payroll, Payroll Taxes, Invoicing, Accounts Payable, Accounts Receivable, Office Management, Bookkeeping, Microsoft Office, Microsoft Excel, Microsoft Word, Employee Benefits, Outlook, Management, Accounting, Team Building, Sales
Education
Hunter College
Accounting
Queensborough Community College
Associates, Business Administration
Jon Wetreich Jon Wetreich's EF Hutton & Company Experience 1981 - 1988
Job FX Risk Manager, Hedge and Execution Advisor
Industry Financial Services
Experience
FX Hedge Consulting May 2012 - Present
Brown Brothers Harriman 1998 - May 2012
Honeywell International 1993 - 1998
Arthur Andersen & Co. 1989 - 1991
E.F. Hutton & Company 1981 - 1988
Skills
Options, Financial Markets, FX Hedging, Currency, Risk Management, Foreign Exchange, FX Options, Hedging, Asset Managment, Consulting, Trading, International Cash..., FX, Hedge Execution, Forex, Option Hedging..., G10 Currrencies, Emerging Markets..., International Treasury, Interest Rate Hedging, Commodity Hedging, FX Consulting, Corporate FX Advisory, Asset Management FX..., currency risk management, spot, Forwards, Non-Deliverable Forwards, Hedge Accounting, Asset Management, Treasury, Valuation, Cash Management, FX trading, Derivatives, Cash Flow Forecasting, Fixed Income, Relationship Management, Hedge Funds, Capital Markets, E-commerce, Alternative Investments, Equities, Securities, Trading Systems, Litigation Support, Benchmark FX Rates, WM Reuters Rates, Standing Instructions, Custodian FX
Education
Columbia Business School 1992 — 1993
MBA, Finance and Accounting
SUNY Albany 1976 — 1980
BS, Business Administration
FX Hedge Consulting May 2012 - Present
Brown Brothers Harriman 1998 - May 2012
Honeywell International 1993 - 1998
Arthur Andersen & Co. 1989 - 1991
E.F. Hutton & Company 1981 - 1988
Skills
Options, Financial Markets, FX Hedging, Currency, Risk Management, Foreign Exchange, FX Options, Hedging, Asset Managment, Consulting, Trading, International Cash..., FX, Hedge Execution, Forex, Option Hedging..., G10 Currrencies, Emerging Markets..., International Treasury, Interest Rate Hedging, Commodity Hedging, FX Consulting, Corporate FX Advisory, Asset Management FX..., currency risk management, spot, Forwards, Non-Deliverable Forwards, Hedge Accounting, Asset Management, Treasury, Valuation, Cash Management, FX trading, Derivatives, Cash Flow Forecasting, Fixed Income, Relationship Management, Hedge Funds, Capital Markets, E-commerce, Alternative Investments, Equities, Securities, Trading Systems, Litigation Support, Benchmark FX Rates, WM Reuters Rates, Standing Instructions, Custodian FX
Education
Columbia Business School 1992 — 1993
MBA, Finance and Accounting
SUNY Albany 1976 — 1980
BS, Business Administration
Gallagher, Neil's EF Hutton & Company Experience July 1987 - February 1988
Job Vice President at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb November 2007 - Present
Merrill Lynch September 1989 - November 2007
Prudential-Bache Securities November 1988 - September 1989
Shearson Lehman Hutton February 1988 - November 1988
EF Hutton & Company July 1987 - February 1988
Skills
Team Leadership, Brand Development, Corporate Communications, Marketing, Brand Management, Financial Services, Social Media, Pharmaceutical Industry, Biopharmaceuticals, Marketing Strategy, Integrated Marketing, Marketing Communications, Global Marketing, Market Research, Segmentation, Digital Marketing, Strategic Planning, Competitive Intelligence, SEO, Strategy, Advertising, Social Media Marketing, Licensing, Media Planning, Business, Competitive Analysis
Education
Seton Hall University 1983 — 1987
Bachelor of Science in Business Administration, Marketing
St. Joseph High School 1979 — 1983
High School Diploma
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
Bristol-Myers Squibb November 2007 - Present
Merrill Lynch September 1989 - November 2007
Prudential-Bache Securities November 1988 - September 1989
Shearson Lehman Hutton February 1988 - November 1988
EF Hutton & Company July 1987 - February 1988
Skills
Team Leadership, Brand Development, Corporate Communications, Marketing, Brand Management, Financial Services, Social Media, Pharmaceutical Industry, Biopharmaceuticals, Marketing Strategy, Integrated Marketing, Marketing Communications, Global Marketing, Market Research, Segmentation, Digital Marketing, Strategic Planning, Competitive Intelligence, SEO, Strategy, Advertising, Social Media Marketing, Licensing, Media Planning, Business, Competitive Analysis
Education
Seton Hall University 1983 — 1987
Bachelor of Science in Business Administration, Marketing
St. Joseph High School 1979 — 1983
High School Diploma
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
Warren Idsal Warren Idsal's EF Hutton & Company Experience 1987 - 1988
Job AKB Associates CEO Financial & Business Consulting,
Industry Financial Services
Experience
AKB Associates June 2009 - Present
Durango Mountain Resort (Purgatory) October 2007 - April 2009
University of Phoenix 2004 - 2007
XactiMed Inc. 2001 - 2003
UICI Inc. 1997 - 2001
Principal Financial Group 1991 - 1997
Hornbeck Offshore Services, Inc. 1986 - 1996
State of Texas January 1991 - August 1991
Elders IXL Ltd. 1988 - 1990
EF Hutton & Company 1987 - 1988
Skills
Mergers, Finance, Strategic Planning, Business Strategy, Public Speaking, Customer Service, Business Planning, Fundraising, Budgets, Microsoft Office, Cross-functional Team..., Due Diligence, Contract Negotiation, Negotiation, Public Relations, Mergers & Acquisitions, Venture Capital, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
Lehigh University 1963 — 1967
BA, English & Psycholgy
AKB Associates June 2009 - Present
Durango Mountain Resort (Purgatory) October 2007 - April 2009
University of Phoenix 2004 - 2007
XactiMed Inc. 2001 - 2003
UICI Inc. 1997 - 2001
Principal Financial Group 1991 - 1997
Hornbeck Offshore Services, Inc. 1986 - 1996
State of Texas January 1991 - August 1991
Elders IXL Ltd. 1988 - 1990
EF Hutton & Company 1987 - 1988
Skills
Mergers, Finance, Strategic Planning, Business Strategy, Public Speaking, Customer Service, Business Planning, Fundraising, Budgets, Microsoft Office, Cross-functional Team..., Due Diligence, Contract Negotiation, Negotiation, Public Relations, Mergers & Acquisitions, Venture Capital, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 1976 — 1978
MBA, Finance
Lehigh University 1963 — 1967
BA, English & Psycholgy
Thomas X. Geisel Thomas X. Geisel's EF Hutton & Company Experience 1983 - 1984
Job Financial Services Executive | Commercial & Investment Banking | Specialty Finance I Private Equity
Industry Financial Services
Experience
Sterling Bancorp (NYSE: STL) 2015 - Present
Templar Group of Companies 2013 - 2015
Sun Bancorp, Inc. (NASDAQ: SNBC) 2008 - 2013
KeyCorp (NYSE: KEY) 2005 - 2007
KeyCorp 2004 - 2005
KeyCorp 2002 - 2004
KeyCorp 1999 - 2002
South Street Capital 1994 - 1999
Drug Enforcement Administration 1984 - 1994
E.F. Hutton & Company 1983 - 1984
Skills
Leadership, Strategy, Finance, Banking, Commercial Banking, Retail Banking, Private Equity, Investment Banking, Mergers & Acquisitions, Risk Management, Restructuring, Turnaround Management
Education
The University of Tennessee at Chattanooga
Bachelor of Science
Sterling Bancorp (NYSE: STL) 2015 - Present
Templar Group of Companies 2013 - 2015
Sun Bancorp, Inc. (NASDAQ: SNBC) 2008 - 2013
KeyCorp (NYSE: KEY) 2005 - 2007
KeyCorp 2004 - 2005
KeyCorp 2002 - 2004
KeyCorp 1999 - 2002
South Street Capital 1994 - 1999
Drug Enforcement Administration 1984 - 1994
E.F. Hutton & Company 1983 - 1984
Skills
Leadership, Strategy, Finance, Banking, Commercial Banking, Retail Banking, Private Equity, Investment Banking, Mergers & Acquisitions, Risk Management, Restructuring, Turnaround Management
Education
The University of Tennessee at Chattanooga
Bachelor of Science
Thomas E. Vass, Capital Advisor's EF Hutton & Company Experience January 1984 - June 1988
Job Capital Market Advice For Growth Companies
Industry Venture Capital & Private Equity
Experience
The Private Capital Market, Inc. March 2014 - Present
E.F. Hutton & Company January 1984 - June 1988
The North Carolina Department of Labor January 1977 - June 1984
BC Hydro January 1975 - January 1977
Education
University of North Carolina at Chapel Hill 1973 — 1975
Master or Regional Planning, Regional Economic Theory
The Private Capital Market, Inc. March 2014 - Present
E.F. Hutton & Company January 1984 - June 1988
The North Carolina Department of Labor January 1977 - June 1984
BC Hydro January 1975 - January 1977
Education
University of North Carolina at Chapel Hill 1973 — 1975
Master or Regional Planning, Regional Economic Theory
Bob Kargenian Bob Kargenian's EF Hutton & Company Experience December 1981 - July 1985
Job President at TABR Capital Management, LLC
Industry Financial Services
Experience
TABR Capital Management, LLC February 2004 - Present
Prudential Securities July 1985 - February 2004
E.F. Hutton & Company December 1981 - July 1985
Education
Cal State Fullerton 1977 — 1981
BA in Sports Administration
College of the Sequoias 1975 — 1977
AA Degree
TABR Capital Management, LLC February 2004 - Present
Prudential Securities July 1985 - February 2004
E.F. Hutton & Company December 1981 - July 1985
Education
Cal State Fullerton 1977 — 1981
BA in Sports Administration
College of the Sequoias 1975 — 1977
AA Degree
Michelle Roth Michelle Roth's EF Hutton & Company Experience May 1978 - August 1979
Job President at Roth Investor Relations, Inc.
Industry Capital Markets
Experience
Roth Investor Relations, Inc. August 1987 - Present
Echo Bay Mines 1986 - 1987
Booke and Company December 1983 - November 1986
Dudley and Wilkinson May 1980 - December 1983
E.F. Hutton & Company May 1978 - August 1979
Skills
Investor Relations, Strategic Planning, Investments, Marketing Strategy, Mergers, New Business Development, Public Relations, Financial Modeling, Marketing, Marketing Communications, Start-ups, Corporate Communications, Social Media, Mergers & Acquisitions, Strategy, Entrepreneurship, Venture Capital, Leadership, Private Equity, Due Diligence, Business Strategy, Competitive Analysis, Fundraising, Market Research, Business Development, Strategic Communications, Business Planning, Strategic Partnerships, Media Relations, Online Advertising, Corporate Development, Social Media Marketing, Executive Management, Online Marketing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (M.B.A.), Finance
University at Albany, SUNY 1974 — 1978
Bachelor's Degree, Political Science, Cum Laude
Roth Investor Relations, Inc. August 1987 - Present
Echo Bay Mines 1986 - 1987
Booke and Company December 1983 - November 1986
Dudley and Wilkinson May 1980 - December 1983
E.F. Hutton & Company May 1978 - August 1979
Skills
Investor Relations, Strategic Planning, Investments, Marketing Strategy, Mergers, New Business Development, Public Relations, Financial Modeling, Marketing, Marketing Communications, Start-ups, Corporate Communications, Social Media, Mergers & Acquisitions, Strategy, Entrepreneurship, Venture Capital, Leadership, Private Equity, Due Diligence, Business Strategy, Competitive Analysis, Fundraising, Market Research, Business Development, Strategic Communications, Business Planning, Strategic Partnerships, Media Relations, Online Advertising, Corporate Development, Social Media Marketing, Executive Management, Online Marketing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
Master of Business Administration (M.B.A.), Finance
University at Albany, SUNY 1974 — 1978
Bachelor's Degree, Political Science, Cum Laude
Dan Donovan Dan Donovan's EF Hutton & Company Experience 1983 - 1988
Job Partner at Donovan & Rainie, LLC
Industry Legal Services
Experience
Donovan & Rainie, LLC 2002 - Present
Deutsche Bank Securities 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons Incorporated 1993 - 1997
Cowen & Company 1988 - 1993
Prudential-Bache Securities 1987 - 1988
EF Hutton & Company 1983 - 1988
Pollack & Kaminsky 1982 - 1983
Skills
Securities, Investment Advisory, Securities Law, Arbitration, Regulatory Counsel, Mediation, Securities Regulation, Financial Markets, Corporate Governance, Corporate Law, Securities Litigation, Litigation, Courts, Estate Planning, Broker-Dealer, FINRA, Commercial Litigation, Insurance, Class Actions, Alternative Dispute..., Civil Litigation, Business Litigation, White Collar Criminal..., Appeals, Dispute Resolution, Non-compete Agreements, Trade Secrets, Trial Practice, Product Liability, Insurance Law, Trials, Construction Law, Dispute, Privacy Law, Litigation Management, Torts, Bankruptcy, Competition Law, Legal Writing, Unfair Competition, Legal Compliance, Intellectual Property, Licensing, Legal Advice, Litigation Support, Employment Law, Legal Research, International..., Trusts, Administrative Law
Education
Boston University School of Law 1979 — 1982
JD
State University of New York College at Brockport 1976 — 1979
B.A., Political Science
Donovan & Rainie, LLC 2002 - Present
Deutsche Bank Securities 1999 - 2002
BT Alex. Brown 1997 - 1999
Alex. Brown & Sons Incorporated 1993 - 1997
Cowen & Company 1988 - 1993
Prudential-Bache Securities 1987 - 1988
EF Hutton & Company 1983 - 1988
Pollack & Kaminsky 1982 - 1983
Skills
Securities, Investment Advisory, Securities Law, Arbitration, Regulatory Counsel, Mediation, Securities Regulation, Financial Markets, Corporate Governance, Corporate Law, Securities Litigation, Litigation, Courts, Estate Planning, Broker-Dealer, FINRA, Commercial Litigation, Insurance, Class Actions, Alternative Dispute..., Civil Litigation, Business Litigation, White Collar Criminal..., Appeals, Dispute Resolution, Non-compete Agreements, Trade Secrets, Trial Practice, Product Liability, Insurance Law, Trials, Construction Law, Dispute, Privacy Law, Litigation Management, Torts, Bankruptcy, Competition Law, Legal Writing, Unfair Competition, Legal Compliance, Intellectual Property, Licensing, Legal Advice, Litigation Support, Employment Law, Legal Research, International..., Trusts, Administrative Law
Education
Boston University School of Law 1979 — 1982
JD
State University of New York College at Brockport 1976 — 1979
B.A., Political Science
David E. Fred, CIMA, CPWA, CIMC David E. Fred, CIMA, CPWA, CIMC's EF Hutton & Company Experience June 1986 - January 1988
Job Head of Due Diligence at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group February 2010 - Present
ING Advisors Network January 2001 - February 2010
Financial Network Investment Corporation November 1998 - January 2001
Miterko & Associates June 1994 - November 1998
Shearson Lehman Brothers January 1988 - September 1993
Citigroup Global Markets September 1992 - July 1993
E.F. Hutton & Company June 1986 - January 1988
Founder's Property Corporation October 1985 - June 1986
Stonehenge Capital Corporation April 1983 - August 1985
The Equitable Life Insurance Company August 1981 - April 1983
Skills
Investments, Series 7, Due Diligence, Series 63, Relationship Management, Alternative Investments, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services, Securities, Networking, Portfolio Management, Investor Relations, Asset Management, Investment Strategies, Investment Management, Financial Advisory, Retirement Planning
Education
The University of Montana - School of Business Administration 1977 — 1981
BS, Business Administration, minor Finance
Cetera Financial Group February 2010 - Present
ING Advisors Network January 2001 - February 2010
Financial Network Investment Corporation November 1998 - January 2001
Miterko & Associates June 1994 - November 1998
Shearson Lehman Brothers January 1988 - September 1993
Citigroup Global Markets September 1992 - July 1993
E.F. Hutton & Company June 1986 - January 1988
Founder's Property Corporation October 1985 - June 1986
Stonehenge Capital Corporation April 1983 - August 1985
The Equitable Life Insurance Company August 1981 - April 1983
Skills
Investments, Series 7, Due Diligence, Series 63, Relationship Management, Alternative Investments, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Financial Services, Securities, Networking, Portfolio Management, Investor Relations, Asset Management, Investment Strategies, Investment Management, Financial Advisory, Retirement Planning
Education
The University of Montana - School of Business Administration 1977 — 1981
BS, Business Administration, minor Finance
J. Daniel Pluff J. Daniel Pluff's EF Hutton & Company Experience October 1985 - February 1988
Job 1
Industry Financial Services
Experience
Morgan Stanley February 1988 - Present
FOX 68 WSYT / My 43 WNYS September 2015 - Present
WRVO Public Media May 2013 - Present
Upstate Medical University January 2008 - Present
WCNY-TV Syracuse February 1992 - December 2011
EF Hutton & company October 1985 - February 1988
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Mutual Funds, Public Speaking, Fixed Annuities, Alternative Investments, Asset Management, Investment Management, Investment Advisory, IRAs, Asset Allocation, Finance, Financial Planning
Education
Syracuse University 1978 — 1982
Bachelor of Science (BS), Communications - S I Newhouse
University of Chicago, Chicago School of Business
Executive Education
Wharton School of Business
Executive Education, Advanced Investment Management
Morgan Stanley February 1988 - Present
FOX 68 WSYT / My 43 WNYS September 2015 - Present
WRVO Public Media May 2013 - Present
Upstate Medical University January 2008 - Present
WCNY-TV Syracuse February 1992 - December 2011
EF Hutton & company October 1985 - February 1988
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Investments, Strategic Financial..., Asset Managment, Mutual Funds, Public Speaking, Fixed Annuities, Alternative Investments, Asset Management, Investment Management, Investment Advisory, IRAs, Asset Allocation, Finance, Financial Planning
Education
Syracuse University 1978 — 1982
Bachelor of Science (BS), Communications - S I Newhouse
University of Chicago, Chicago School of Business
Executive Education
Wharton School of Business
Executive Education, Advanced Investment Management
Michael L. Chindamo Michael L. Chindamo's EF Hutton & Company Experience January 1981 - August 1986
Job CoFounder, Member Fautores Family Offices. Family Business Succession Planning
Industry Financial Services
Experience
Fautores Family Offices specializing in succession planning for family owned businesses. 2004 - Present
Fautores Family Offices January 1978 - Present
ML Chindamo & Associates July 1997 - September 2004
Paul Davis Systems of Northern NJ 1991 - 1996
Sparta Group August 1986 - December 1990
EF Hutton & Company January 1981 - August 1986
Skills
Family and Private..., Successor Preparation, Strategic Financial..., Management Synergy and..., Family Dynamics, Business Performance, Owner Motivation and..., Leadership and..., Business Structuring, Strategic Planning, Leadership, Personal Financial..., Family Governance, Fiduciary Liability, Wealth Management, Trust and Private..., Life Transitions
Education
Adelphi University CFP Program 1983 — 1984
CFP Certification, Certified Financial Planner, 3.5
University of Nevada-Las Vegas
Hotel and Business Management
Nassau Community College
Business Administration and Management, General
Fautores Family Offices specializing in succession planning for family owned businesses. 2004 - Present
Fautores Family Offices January 1978 - Present
ML Chindamo & Associates July 1997 - September 2004
Paul Davis Systems of Northern NJ 1991 - 1996
Sparta Group August 1986 - December 1990
EF Hutton & Company January 1981 - August 1986
Skills
Family and Private..., Successor Preparation, Strategic Financial..., Management Synergy and..., Family Dynamics, Business Performance, Owner Motivation and..., Leadership and..., Business Structuring, Strategic Planning, Leadership, Personal Financial..., Family Governance, Fiduciary Liability, Wealth Management, Trust and Private..., Life Transitions
Education
Adelphi University CFP Program 1983 — 1984
CFP Certification, Certified Financial Planner, 3.5
University of Nevada-Las Vegas
Hotel and Business Management
Nassau Community College
Business Administration and Management, General
Richard Dunton Richard Dunton's EF Hutton & Company Experience 1983 - 1985
Job President/Founder at Dunton Advisors Wealth Management
Industry Financial Services
Experience
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Dunton Advisors 2002 - Present
Everen Securities 1997 - 2002
A.G. Edwards 1985 - 1995
E.F. Hutton & Company 1983 - 1985
Skills
Entrepreneurship, Investments, Start-ups, Venture Capital, Private Equity, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Financial..., Valuation, Portfolio Management, Finance, Corporate Finance, Management Consulting, Asset Management, Business Development, Due Diligence, Financial Analysis, Equities, Wealth Management...
Education
Stephen F. Austin State University 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Stephen S. Sloan's EF Hutton & Company Experience November 1975 - May 1987
Job Managing Partner at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Arcus Capital Partners September 2008 - Present
Credit Suisse January 2004 - September 2008
JPMorgan May 1989 - January 2004
Shearson Lehman Hutton June 1987 - May 1989
E.F. Hutton & Company November 1975 - May 1987
Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation
Education
The University of Georgia 1967 — 1971
BA, English
Rich Sposato's EF Hutton & Company Experience November 1984 - May 1988
Job Director Financial Services Operations Specialist, Risk and Regulatory Management, Margin & Securities Backed Lending
Industry Financial Services
Experience
UBS Wealth Management May 1988 - January 2015
EF Hutton & Company November 1984 - May 1988
Skills
Equities, Financial Services, Wealth Management, Capital Markets, Fixed Income, Securities, Management, Series 7, Mutual Funds, Business Analysis, Risk Management, Strategy, Finance, Leadership, Process Improvement, Financial Risk, UBS Six Sigma /..., Microsoft Excel, Financial Audits, Internal Audit, External Audit, Business Continuity, Investment Banking
Education
Seton Hall University 1978 — 1982
Finance, General
UBS Wealth Management May 1988 - January 2015
EF Hutton & Company November 1984 - May 1988
Skills
Equities, Financial Services, Wealth Management, Capital Markets, Fixed Income, Securities, Management, Series 7, Mutual Funds, Business Analysis, Risk Management, Strategy, Finance, Leadership, Process Improvement, Financial Risk, UBS Six Sigma /..., Microsoft Excel, Financial Audits, Internal Audit, External Audit, Business Continuity, Investment Banking
Education
Seton Hall University 1978 — 1982
Finance, General
Arthur Dubroff's EF Hutton & Company Experience 1975 - 1979
Job Managing Principal, Turnberry Consulting, LLC
Industry Management Consulting
Experience
Turnberry Consulting, LLC 2001 - Present
Net2Phone. Inc. 2002 - 2006
Virtual Communities, Inc. 2000 - 2001
Enhance Financial Services Group Inc. 1996 - 1999
First Data Corporation 1991 - 1996
Merrill Lynch 1985 - 1991
AIC Photo, Inc. 1979 - 1985
EF Hutton & Company 1975 - 1979
Oppenheim, Appel & Dixon 1972 - 1973
Skills
Mergers, Financial Analysis, Strategic Planning, Budgets, Due Diligence, Financial Modeling, Investments, Financial Reporting, Management, Change Management, Managerial Finance
Education
Harvard Business School 1973 — 1975
MBA
City University of New York-Brooklyn College 1968 — 1972
BS, Accounting
Turnberry Consulting, LLC 2001 - Present
Net2Phone. Inc. 2002 - 2006
Virtual Communities, Inc. 2000 - 2001
Enhance Financial Services Group Inc. 1996 - 1999
First Data Corporation 1991 - 1996
Merrill Lynch 1985 - 1991
AIC Photo, Inc. 1979 - 1985
EF Hutton & Company 1975 - 1979
Oppenheim, Appel & Dixon 1972 - 1973
Skills
Mergers, Financial Analysis, Strategic Planning, Budgets, Due Diligence, Financial Modeling, Investments, Financial Reporting, Management, Change Management, Managerial Finance
Education
Harvard Business School 1973 — 1975
MBA
City University of New York-Brooklyn College 1968 — 1972
BS, Accounting
John Ciskanik's EF Hutton & Company Experience 1981 - 1988
Job VP for Advancement at Christendom College
Industry Higher Education
Experience
Christendom College August 1995 - Present
Christendom College 1992 - 1995
Petrine Construction 1988 - 1992
EF Hutton & Company 1981 - 1988
Skills
Non-profits, Public Speaking, Religion, Higher Education, Event Planning, Fundraising, Editing, Public Relations, Social Media Marketing, Community Outreach, Nonprofits, Blogging, Social Media, Fundraisers, Marketing, Teaching
Education
Fordham University 1984 — 1987
MBA, Finance
Fairfield University 1977 — 1981
Christendom College August 1995 - Present
Christendom College 1992 - 1995
Petrine Construction 1988 - 1992
EF Hutton & Company 1981 - 1988
Skills
Non-profits, Public Speaking, Religion, Higher Education, Event Planning, Fundraising, Editing, Public Relations, Social Media Marketing, Community Outreach, Nonprofits, Blogging, Social Media, Fundraisers, Marketing, Teaching
Education
Fordham University 1984 — 1987
MBA, Finance
Fairfield University 1977 — 1981
Rich Scuderi's EF Hutton & Company Experience 1973 - 1974
Job Finance & Accounting Professional
Industry Accounting
Experience
Cisco Systems September 2011 - April 2012
IBM August 2010 - February 2011
Cisco Systems June 2008 - January 2009
Wachovia, A Wells Fargo Company March 2008 - May 2008
American Institute of CPA's June 2007 - October 2007
GlaxoSmithKline October 2006 - April 2007
John Deere January 2006 - August 2006
EF Hutton & Company 1973 - 1974
EF Hutton & Company 1973 - 1974
Skills
Accounting, Business Development, Pricing Strategy, Financial Analysis, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Essbase, Hyperion Enterprise, Financial Reporting
Education
Florida Atlantic University 1979 — 1988
MBA, Finance
Broward College 1977 — 1979
A.S., Accounting
Bishop Loughlin High School 1968 — 1972
Cisco Systems September 2011 - April 2012
IBM August 2010 - February 2011
Cisco Systems June 2008 - January 2009
Wachovia, A Wells Fargo Company March 2008 - May 2008
American Institute of CPA's June 2007 - October 2007
GlaxoSmithKline October 2006 - April 2007
John Deere January 2006 - August 2006
EF Hutton & Company 1973 - 1974
EF Hutton & Company 1973 - 1974
Skills
Accounting, Business Development, Pricing Strategy, Financial Analysis, Variance Analysis, Sarbanes-Oxley Act, General Ledger, Essbase, Hyperion Enterprise, Financial Reporting
Education
Florida Atlantic University 1979 — 1988
MBA, Finance
Broward College 1977 — 1979
A.S., Accounting
Bishop Loughlin High School 1968 — 1972
Laurie Ben-Amo's EF Hutton & Company Experience 1986 - 1987
Job Chief Operating Officer at Abel/Noser Corp
Industry Financial Services
Experience
Abel/Noser Corp Chief Operating OfficerAbel/Noser Corp2010 - Present
EF Hutton & Company 1986 - 1987
Touche Ross 1983 - 1986
Skills
Securities, Equities, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Trading, Series 7, Fixed Income, Capital Markets, Management Accounting, Trading Systems, Risk Management, Electronic Trading, Management
Education
Hofstra University 1981 — 1983
University at Albany, SUNY 1979 — 1981
Accounting
New Rochelle High School
Ramah
Abel/Noser Corp Chief Operating OfficerAbel/Noser Corp2010 - Present
EF Hutton & Company 1986 - 1987
Touche Ross 1983 - 1986
Skills
Securities, Equities, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Trading, Series 7, Fixed Income, Capital Markets, Management Accounting, Trading Systems, Risk Management, Electronic Trading, Management
Education
Hofstra University 1981 — 1983
University at Albany, SUNY 1979 — 1981
Accounting
New Rochelle High School
Ramah
Terry Smith's EF Hutton & Company Experience 1984 - 1985
Job Owner, Smith''s Research & Gradings
Industry Financial Services
Experience
Smith's Research & Gradings 1992 - Present
American Banker - Bond Buyer 1989 - 1992
Global Guaranty 1987 - 1989
Ambac 1985 - 1987
EF Hutton & Company 1984 - 1985
Institutional Investor Newsletters 1983 - 1984
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Risk Management, Credit, Finance, Credit Analysis, Financial Risk, Bonds, Public Relations, Historical Research, Highly inquisitive, Fixed Income, Mutual Funds, Asset Management, Insurance, Structured Finance, Investment Banking, Investment Strategies, Financial Structuring, Securities, Trading, Derivatives, Equities, Alternative Investments, Due Diligence, Financial Modeling, Private Equity, Valuation, Hedge Funds
Education
Saint Joseph's University 1977 — 1982
BA, English, Business
Smith's Research & Gradings 1992 - Present
American Banker - Bond Buyer 1989 - 1992
Global Guaranty 1987 - 1989
Ambac 1985 - 1987
EF Hutton & Company 1984 - 1985
Institutional Investor Newsletters 1983 - 1984
Skills
Capital Markets, Portfolio Management, Asset Managment, Investments, Risk Management, Credit, Finance, Credit Analysis, Financial Risk, Bonds, Public Relations, Historical Research, Highly inquisitive, Fixed Income, Mutual Funds, Asset Management, Insurance, Structured Finance, Investment Banking, Investment Strategies, Financial Structuring, Securities, Trading, Derivatives, Equities, Alternative Investments, Due Diligence, Financial Modeling, Private Equity, Valuation, Hedge Funds
Education
Saint Joseph's University 1977 — 1982
BA, English, Business
Richard Hartz's EF Hutton & Company Experience October 1986 - June 1988
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citigroup January 1997 - Present
HEAD OF INTERNATIONAL 1997 - Present
AARP INVESTMENT PROGRAM 1992 - 1997
AIGM 1989 - 1992
Citibank 1988 - 1989
EF Hutton & Company October 1986 - June 1988
Citibank January 1984 - January 1986
Richard Hartz Consulting January 1981 - January 1984
Skills
Credit Cards, Banking, Financial Services, Relationship Management, Strategic Planning, Investments, Retail Banking, Vendor Management, Analytics, Call Centers, Leadership, Business Development, Cross-functional Team..., Analysis, Direct Marketing, Sales, Executive Management, Segmentation, Business Analysis, Business Strategy, Cross Selling, Change Management, Team Management, Process Improvement, Customer Service, Strategy, Management, Marketing, New Business Development, CRM, Customer Retention
Education
Stern School of Business, New York University 1980 — 1982
Master of Business Administration - MBA, International Business Management
Grinnell College
Bachelor of Arts, Anthropology
Citigroup January 1997 - Present
HEAD OF INTERNATIONAL 1997 - Present
AARP INVESTMENT PROGRAM 1992 - 1997
AIGM 1989 - 1992
Citibank 1988 - 1989
EF Hutton & Company October 1986 - June 1988
Citibank January 1984 - January 1986
Richard Hartz Consulting January 1981 - January 1984
Skills
Credit Cards, Banking, Financial Services, Relationship Management, Strategic Planning, Investments, Retail Banking, Vendor Management, Analytics, Call Centers, Leadership, Business Development, Cross-functional Team..., Analysis, Direct Marketing, Sales, Executive Management, Segmentation, Business Analysis, Business Strategy, Cross Selling, Change Management, Team Management, Process Improvement, Customer Service, Strategy, Management, Marketing, New Business Development, CRM, Customer Retention
Education
Stern School of Business, New York University 1980 — 1982
Master of Business Administration - MBA, International Business Management
Grinnell College
Bachelor of Arts, Anthropology
Gary Kitahata's EF Hutton & Company Experience 1983 - 1988
Job Principal at Kitahata & Company
Industry Financial Services
Experience
Kitahata & Company 1993 - Present
Kelling, Northcross & Nobriga 1988 - 1993
E.F. Hutton & Company 1983 - 1988
Skills
Bonds, Capital Markets, Investment Banking, Public Finance, Securities
Education
Yale University - Yale School of Management 1981 — 1983
MPPM, Master's in Public and Private Management
Bucknell University 1980 — 1981
MS, Urban Administration
University of California, Santa Cruz 1972 — 1976
BA, Politics, Environmental Planning
Kitahata & Company 1993 - Present
Kelling, Northcross & Nobriga 1988 - 1993
E.F. Hutton & Company 1983 - 1988
Skills
Bonds, Capital Markets, Investment Banking, Public Finance, Securities
Education
Yale University - Yale School of Management 1981 — 1983
MPPM, Master's in Public and Private Management
Bucknell University 1980 — 1981
MS, Urban Administration
University of California, Santa Cruz 1972 — 1976
BA, Politics, Environmental Planning
Morris N. Symson's EF Hutton & Company Experience August 1973 - December 1987
Job Senior Portfolio Manager at Pacific Point Asset Management
Industry Investment Management
Experience
Pacific Point Asset Management March 2014 - Present
UBS Wealth Management February 1995 - February 2014
Prudential Securities January 1988 - February 1995
EF Hutton & Company August 1973 - December 1987
Skills
Due Diligence, Retirement Planning, Portfolio Management, Wealth Management, Series 7, Equities, Financial Analysis, Asset Management, Strategic Planning, Asset Allocation, Series 63
Education
California State University-Northridge
Bachelor of Business Administration (BBA)
Pacific Point Asset Management March 2014 - Present
UBS Wealth Management February 1995 - February 2014
Prudential Securities January 1988 - February 1995
EF Hutton & Company August 1973 - December 1987
Skills
Due Diligence, Retirement Planning, Portfolio Management, Wealth Management, Series 7, Equities, Financial Analysis, Asset Management, Strategic Planning, Asset Allocation, Series 63
Education
California State University-Northridge
Bachelor of Business Administration (BBA)
Malcolm Glover's EF Hutton & Company Experience 1979 - 1984
Job Wealth Advisor / Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 1994 - Present
Dean Witter 1988 - 1994
Glover Capital Corp. 1985 - 1986
Cybergen Systems 1984 - 1986
EF Hutton & Company 1979 - 1984
Auto Scrubber Car Wash 1972 - 1978
Skills
Wealth Management, Wealth, Series 7, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1974 — 1976
BS, Economics & Pre-Law
Webb School of California 1968 — 1972
High School
Ojai Valley School 1965 — 1968
UBS Financial Services Inc. 1994 - Present
Dean Witter 1988 - 1994
Glover Capital Corp. 1985 - 1986
Cybergen Systems 1984 - 1986
EF Hutton & Company 1979 - 1984
Auto Scrubber Car Wash 1972 - 1978
Skills
Wealth Management, Wealth, Series 7, Investment Advisory, Asset Allocation, Retirement Planning
Education
University of California, Santa Barbara 1974 — 1976
BS, Economics & Pre-Law
Webb School of California 1968 — 1972
High School
Ojai Valley School 1965 — 1968
Gerry Mohr's EF Hutton & Company Experience January 1978 - January 1988
Job VP Compensation, Licensing & Registration at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2010 - Present
Independent Consultant September 2009 - January 2011
IFMG (Independent Financial Marketing Group) June 2006 - October 2008
NEXT Financial Group January 1999 - January 2006
Advantage Capital Corporation January 1990 - January 1999
Shearson Lehman Hutton January 1989 - January 1990
EF Hutton & Company January 1978 - January 1988
EF Hutton & Company April 1976 - June 1978
Skills
Training, Management, Process Improvement, Risk Management, Leadership, Team Building, Operations Management, Insurance, Financial Services, Brokers, Series 7
Education
Saint John's University 1975 — 1977
Business
Saint John's University
studies, Business Management
AIG Advisor Group September 2010 - Present
Independent Consultant September 2009 - January 2011
IFMG (Independent Financial Marketing Group) June 2006 - October 2008
NEXT Financial Group January 1999 - January 2006
Advantage Capital Corporation January 1990 - January 1999
Shearson Lehman Hutton January 1989 - January 1990
EF Hutton & Company January 1978 - January 1988
EF Hutton & Company April 1976 - June 1978
Skills
Training, Management, Process Improvement, Risk Management, Leadership, Team Building, Operations Management, Insurance, Financial Services, Brokers, Series 7
Education
Saint John's University 1975 — 1977
Business
Saint John's University
studies, Business Management
Herb Bradshaw's EF Hutton & Company Experience December 1981 - December 1982
Job at Self employed
Industry Financial Services
Experience
Self employed October 1996 - Present
Signet Capital September 1986 - October 1996
LDB Corporation December 1985 - September 1986
Montgomery Securities February 1983 - December 1985
EF Hutton & Company December 1981 - December 1982
Fuqua National January 1976 - December 1981
Korn/Ferry International October 1974 - December 1975
Daniel International Corporation March 1972 - December 1974
Skills
Mergers, Venture Capital, Private Equity, Valuation, Debt, Structuring, Management, Mergers & Acquisitions, Due Diligence, Budgets, Strategy, Finance, Financial Structuring, Private Placements, LBO, Capital Markets, Strategic Planning, Start-ups
Education
Harvard Business School
SMP
Guilford College 1964 — 1969
BA, Economics, Philosophy, English
Self employed October 1996 - Present
Signet Capital September 1986 - October 1996
LDB Corporation December 1985 - September 1986
Montgomery Securities February 1983 - December 1985
EF Hutton & Company December 1981 - December 1982
Fuqua National January 1976 - December 1981
Korn/Ferry International October 1974 - December 1975
Daniel International Corporation March 1972 - December 1974
Skills
Mergers, Venture Capital, Private Equity, Valuation, Debt, Structuring, Management, Mergers & Acquisitions, Due Diligence, Budgets, Strategy, Finance, Financial Structuring, Private Placements, LBO, Capital Markets, Strategic Planning, Start-ups
Education
Harvard Business School
SMP
Guilford College 1964 — 1969
BA, Economics, Philosophy, English
Diane Christian, CFA's EF Hutton & Company Experience September 1985 - September 1988
Job Atlanta Capital Group Managing Partner
Industry Financial Services
Experience
Atlanta Capital Group January 2013 - Present
Optimum Growth Advisors, LLC July 1996 - December 2012
US Trust November 1992 - April 1996
Campbell Cowperthwait & Company September 1988 - October 1992
E.F. Hutton & Company September 1985 - September 1988
Skills
Portfolio Management, Securities Analyst
Education
Boston College 1981 — 1985
BA, Economics
Atlanta Capital Group January 2013 - Present
Optimum Growth Advisors, LLC July 1996 - December 2012
US Trust November 1992 - April 1996
Campbell Cowperthwait & Company September 1988 - October 1992
E.F. Hutton & Company September 1985 - September 1988
Skills
Portfolio Management, Securities Analyst
Education
Boston College 1981 — 1985
BA, Economics
Alice Tsang's EF Hutton & Company Experience March 1984 - March 1987
Job CFA, College Professor, Ind. Financial Services Professional
Industry Financial Services
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA 1989 - 1993
Merrill Lynch April 1987 - June 1989
E.F. Hutton & Company March 1984 - March 1987
Skills
Investments, Financial Analysis, Financial Accounting, Managerial Finance, Municipal Bonds, Career Counseling, Translation, Chinese culture, Chinese Calligraphy, Church Administration, Public Speaking, University Teaching, Writing, Valuation, Fixed Income, Economics, Data Analysis, Portfolio Management, Econometrics, Bonds, Investment Banking, Asset Managment, Equities, Investment Management, Mutual Funds, Capital Markets, Leadership, Risk Management, Research, Student Affairs, Financial Modeling
Education
NYU Stern School of Business
MBA, Finance, (with Distinction)
The University of Hong Kong
BA (Hons), English/Translation
Michael D. Jamison's EF Hutton & Company Experience 1981 - 1988
Job Chief Operating Officer Managing Director at Lebenthal Asset Management
Industry Financial Services
Experience
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Lebenthal Asset Management February 2015 - Present
Barrett Asset Management October 2010 - February 2015
Beacon Trust Company June 2009 - September 2010
MB Investment Partners August 2007 - June 2009
Jamison Prince Asset Management September 2001 - August 2007
Brandywine Global Investment Management 1993 - 2001
UBS PaineWebber 1988 - 1993
EF Hutton & Company 1981 - 1988
Skills
Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Managment, Alternative Investments, Securities, Equities, Investment Management, Investment Strategies, Hedge Funds, Equity Research, Investment Advisory, Asset Management, Private Equity
Education
Fairleigh Dickinson University 1979 — 1981
MBA, Finance
Baldwin Wallace University 1973 — 1977
BA, Economics
Holly Crosby's EF Hutton & Company Experience 1984 - 1988
Job Event Planner
Industry Events Services
Experience
Denise Walsh and Partners William Raveis 2012 - 2014
Coldwell Banker 2008 - 2012
Conde Nast 1989 - 1991
H.Stern 1988 - 1989
EF Hutton & Company 1984 - 1988
Institutional Investor 1982 - 1984
Skills
Buyer Representation, First Time Home Buyers, Listings, Real Estate, Sellers, Property, Condos, Sales, Relocation, Investment Properties, REO, Single Family Homes
Education
Sweet Briar College 1975 — 1979
Bachelor of Arts (B.A.)
Denise Walsh and Partners William Raveis 2012 - 2014
Coldwell Banker 2008 - 2012
Conde Nast 1989 - 1991
H.Stern 1988 - 1989
EF Hutton & Company 1984 - 1988
Institutional Investor 1982 - 1984
Skills
Buyer Representation, First Time Home Buyers, Listings, Real Estate, Sellers, Property, Condos, Sales, Relocation, Investment Properties, REO, Single Family Homes
Education
Sweet Briar College 1975 — 1979
Bachelor of Arts (B.A.)
Nancy Rosen's EF Hutton & Company Experience January 1980 - September 1982
Job
Industry
Experience
Mitch Rosen Gunleather, LLC 1993 - Present
Gruntal and Company March 1983 - January 1991
E.F. Hutton & Company January 1980 - September 1982
Skills
Teaching, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Research, PowerPoint, Microsoft Excel, Editing, Outlook, Photoshop, Acting, Theatre, English, Windows, Budgets, Event Planning, HTML, Performing Arts, Strategic Planning
Education
University of New Hampshire 2002 — 2005
Credits towards and M.Ed., Education
MacMurray College 1970 — 1973
BA, Theater
Mitch Rosen Gunleather, LLC 1993 - Present
Gruntal and Company March 1983 - January 1991
E.F. Hutton & Company January 1980 - September 1982
Skills
Teaching, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Research, PowerPoint, Microsoft Excel, Editing, Outlook, Photoshop, Acting, Theatre, English, Windows, Budgets, Event Planning, HTML, Performing Arts, Strategic Planning
Education
University of New Hampshire 2002 — 2005
Credits towards and M.Ed., Education
MacMurray College 1970 — 1973
BA, Theater
Edward O'Toole's EF Hutton & Company Experience September 1965 - April 1982
Job Retired USA
Industry Financial Services
Experience
Retired USA July 2013 - Present
HSBC Global Banking and Markets April 2000 - July 2013
J.P. Morgan April 1994 - April 2000
Banco Interacciones January 1994 - April 1994
Vontobel Asset Management August 1987 - January 1994
New York Stock Exchange April 1982 - August 1987
EF Hutton & Company September 1965 - April 1982
Skills
Management, Leadership, Training, Microsoft Excel, Financial Services, Equities, Banking, Securities, Financial Markets, Consulting, Finance, Trading, Options, Structured Products, Settlement, FINRA, Operational Risk..., Portfolio Management, Risk Management, Asset Management, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1977 — 1985
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint John's Preparatory School 1960 — 1964
College Preparatory, College Preparatory Academics
Retired USA July 2013 - Present
HSBC Global Banking and Markets April 2000 - July 2013
J.P. Morgan April 1994 - April 2000
Banco Interacciones January 1994 - April 1994
Vontobel Asset Management August 1987 - January 1994
New York Stock Exchange April 1982 - August 1987
EF Hutton & Company September 1965 - April 1982
Skills
Management, Leadership, Training, Microsoft Excel, Financial Services, Equities, Banking, Securities, Financial Markets, Consulting, Finance, Trading, Options, Structured Products, Settlement, FINRA, Operational Risk..., Portfolio Management, Risk Management, Asset Management, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1977 — 1985
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint John's Preparatory School 1960 — 1964
College Preparatory, College Preparatory Academics
Alice Tsang's EF Hutton & Company Experience April 1984 - March 1987
Job Professor in the Practice (Finance) Dept. of Economics and Business, Director of Global Partnerships at Gordon College
Industry Higher Education
Experience
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
Gordon College September 2010 - Present
Fidelity Investments 1993 - 2008
MBIA June 1989 - May 1993
Merrill Lynch April 1987 - May 1989
E.F. Hutton & Company April 1984 - March 1987
Skills
CFA, University Teaching, Higher Education, Student Development, Student Affairs, Teaching, Public Speaking, Research
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
The University of Hong Kong
Bachelor of Arts (B.A.) (Hons), English and Translation
EF Hutton
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E F Hutton
E.F. HUTTON & CO.
Nestseekers International
E.F.Hutton
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