E.F.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, Robert M. Fomon, Peter Ueberroth, Christopher Daniels
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E.F.Hutton Employees
Employee
Years
Job
Industry
Roxanne Mestre Roxanne Mestre's E.F.Hutton Experience April 1980 - March 1984
Job Associate Director of Student Accounts at Binghamton University
Industry Education Management
Experience
Binghamton University March 1998 - Present
Binghamton University March 1990 - February 1998
North Brooklyn Development Corporation September 1986 - July 1989
E.F.Hutton April 1980 - March 1984
Skills
Student Information..., Accounts Receivable, Collections, Account Reconciliation, Staff Management, Customer Service..., Project Management, Higher Education, Financial Reporting, Data Analysis, Web Design, Web Services, Process Improvement, Change Management, Staff Development, Service Coordination, Management, Student Financial Aid, Admissions, Outlook, Access, Nonprofits, Microsoft Word, Teamwork, Customer Service, Microsoft Excel, Student Leadership, Accounting, Fundraising, Social Networking, Tutoring, Spanish, Grants, Editing, Training, Volunteer Management, Leadership, Leadership Development, Facebook, International Education, Team Leadership, Residence Life, Payroll, Program Evaluation, Policy Analysis, Budgets, Critical Thinking
Education
State University of New York at Binghamton 1996 — 2001
Bachelors of Science and Master of Arts (MA), Social Sciences
Broome Community College 1994 — 1996
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Binghamton University March 1998 - Present
Binghamton University March 1990 - February 1998
North Brooklyn Development Corporation September 1986 - July 1989
E.F.Hutton April 1980 - March 1984
Skills
Student Information..., Accounts Receivable, Collections, Account Reconciliation, Staff Management, Customer Service..., Project Management, Higher Education, Financial Reporting, Data Analysis, Web Design, Web Services, Process Improvement, Change Management, Staff Development, Service Coordination, Management, Student Financial Aid, Admissions, Outlook, Access, Nonprofits, Microsoft Word, Teamwork, Customer Service, Microsoft Excel, Student Leadership, Accounting, Fundraising, Social Networking, Tutoring, Spanish, Grants, Editing, Training, Volunteer Management, Leadership, Leadership Development, Facebook, International Education, Team Leadership, Residence Life, Payroll, Program Evaluation, Policy Analysis, Budgets, Critical Thinking
Education
State University of New York at Binghamton 1996 — 2001
Bachelors of Science and Master of Arts (MA), Social Sciences
Broome Community College 1994 — 1996
Associate of Arts and Sciences (AAS), Accounting and Business/Management
Roe (RoseMarie Couture) Couture DeSaro Roe (RoseMarie Couture) Couture DeSaro's E.F.Hutton Experience 1981 - 1990
Job ♥ Gutsy Gal Business Strategist ♥ Author ♥ Speaker ♥ Inspiring Women to Let Their Voice Be Their Power
Industry Professional Training & Coaching
Experience
Owner, Gutsy Gals Get More July 2013 - Present
FunBroker Benefits & Co. December 2005 - October 2013
Connect America 2005 - 2011
Ellis Island Management/E*Trade 1999 - 2005
E.F.Hutton 1981 - 1990
Skills
Leadership, Public Speaking, Entrepreneurship, Marketing, Coaching, Training, Personal Development, Fundraising, Networking, Online Marketing, Sales, Team Building, Leadership Development, Consulting, New Business Development, Social Networking, Sales Management, Recruiting, Time Management, Management, Executive Coaching, Business Development, Small Business, Mentoring, Strategy, Employee Training, Marketing Strategy, Social Media Marketing, Strategic Planning, Customer Service
Education
State University of New York at Stony Brook 1975 — 1979
1979, Psychology, Economics
International Women in Coaching
Certified Money, Marketing & Soul Coach, Money Mindset & Heart-Based Marketing
Owner, Gutsy Gals Get More July 2013 - Present
FunBroker Benefits & Co. December 2005 - October 2013
Connect America 2005 - 2011
Ellis Island Management/E*Trade 1999 - 2005
E.F.Hutton 1981 - 1990
Skills
Leadership, Public Speaking, Entrepreneurship, Marketing, Coaching, Training, Personal Development, Fundraising, Networking, Online Marketing, Sales, Team Building, Leadership Development, Consulting, New Business Development, Social Networking, Sales Management, Recruiting, Time Management, Management, Executive Coaching, Business Development, Small Business, Mentoring, Strategy, Employee Training, Marketing Strategy, Social Media Marketing, Strategic Planning, Customer Service
Education
State University of New York at Stony Brook 1975 — 1979
1979, Psychology, Economics
International Women in Coaching
Certified Money, Marketing & Soul Coach, Money Mindset & Heart-Based Marketing
Dawn Basore Dawn Basore's E.F.Hutton Experience 1985 - 1988
Job Founder & CEO at DB's ProFuel
Industry Financial Services
Experience
DB's ProFuel July 2013 - Present
Walden Family Services Nonprofit Organization April 2013 - Present
LPL Financial 2009 - February 2013
LPL Financial 2004 - 2009
LPL Financial August 1994 - 2004
Smith Barney 1991 - 1994
Stay at Home Mom 1988 - 1991
E.F.Hutton 1985 - 1988
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Sales Management, Recruiting, Retirement Planning, FINRA, Variable Annuities, IRAs, Management, Retirement, Financial Advisory, Financial Services, Investment Strategies, Risk Management, Wealth Management..., Series 6, 401k, Alternative Investments, Asset Management, Fixed Income, Series 65, Wealth, Securities, Separately Managed..., Asset Allocation, Estate Planning, Uniform Combined State..., Fixed Annuities, Financial Planners, Business Development, Series 63, ETFs, Investment Management, Strategic Financial..., High Net Worth..., Certified Financial..., Life Insurance, Investment Advisory..., Pensions, Bonds, Relationship Management, Portfolio Management, Retirement Plan..., Options, Long-term Care, Equities
Education
San Diego Mesa College 1995 — 1997
Grossmont College 1982 — 1984
DB's ProFuel July 2013 - Present
Walden Family Services Nonprofit Organization April 2013 - Present
LPL Financial 2009 - February 2013
LPL Financial 2004 - 2009
LPL Financial August 1994 - 2004
Smith Barney 1991 - 1994
Stay at Home Mom 1988 - 1991
E.F.Hutton 1985 - 1988
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Investment Advisory, Series 24, Sales Management, Recruiting, Retirement Planning, FINRA, Variable Annuities, IRAs, Management, Retirement, Financial Advisory, Financial Services, Investment Strategies, Risk Management, Wealth Management..., Series 6, 401k, Alternative Investments, Asset Management, Fixed Income, Series 65, Wealth, Securities, Separately Managed..., Asset Allocation, Estate Planning, Uniform Combined State..., Fixed Annuities, Financial Planners, Business Development, Series 63, ETFs, Investment Management, Strategic Financial..., High Net Worth..., Certified Financial..., Life Insurance, Investment Advisory..., Pensions, Bonds, Relationship Management, Portfolio Management, Retirement Plan..., Options, Long-term Care, Equities
Education
San Diego Mesa College 1995 — 1997
Grossmont College 1982 — 1984
David Mabee David Mabee's E.F.Hutton Experience June 1981 - May 1984
Job Financial advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Robert W. Baird & Co. May 1994 - Present
Kemper Securities February 1984 - May 1994
E.F.Hutton June 1981 - May 1984
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Series 63, Investment Advisory, Strategic Financial..., Retirement, Portfolio Management, Securities, Equities, Investment Strategies, Financial Advisory
Education
Bradley University 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Karina Khatskelevich PMP®'s E.F.Hutton Experience November 1985 - January 1987
Job Senior Manager of Program Management at CapitalOne
Industry Information Technology and Services
Experience
Capital One Auto Finance May 2011 - Present
LexisNexis May 2009 - May 2011
JPMorgan Chase March 1999 - May 2009
Citibank March 1988 - January 1999
Drexel Burnham Lambert February 1987 - March 1988
E.F.Hutton November 1985 - January 1987
Skills
SDLC, Vendor Management, Program Management, Business Process..., Software Project..., Process Improvement, Management, Project Management, Risk Management, Leadership, Software Development, Analysis, Six Sigma, Testing, Training, User Acceptance Testing, Business Analysis, Requirements Analysis, PMO, Budgets, Service Delivery, Finance, Negotiation, Project Delivery, Portfolio Management, ASP, Information Technology, Financial Services, Agile Methodologies, Business Requirements
Education
City University of New York-Brooklyn College 1982 — 1985
B.S., Computer Science
Capital One Auto Finance May 2011 - Present
LexisNexis May 2009 - May 2011
JPMorgan Chase March 1999 - May 2009
Citibank March 1988 - January 1999
Drexel Burnham Lambert February 1987 - March 1988
E.F.Hutton November 1985 - January 1987
Skills
SDLC, Vendor Management, Program Management, Business Process..., Software Project..., Process Improvement, Management, Project Management, Risk Management, Leadership, Software Development, Analysis, Six Sigma, Testing, Training, User Acceptance Testing, Business Analysis, Requirements Analysis, PMO, Budgets, Service Delivery, Finance, Negotiation, Project Delivery, Portfolio Management, ASP, Information Technology, Financial Services, Agile Methodologies, Business Requirements
Education
City University of New York-Brooklyn College 1982 — 1985
B.S., Computer Science
Claudia Vilas's E.F.Hutton Experience 1986 - 1987
Job Vice President, Partner Engagement at FamilyWize
Industry Marketing and Advertising
Experience
FamilyWize Community Service Partnership August 2013 - Present
Affinion Group 2005 - May 2013
Affinion Group 1995 - 2005
Affinion Group 1987 - 1995
E.F.Hutton 1986 - 1987
Doubleday and Company 1984 - 1986
Hearst Corporation - Avon Books 1983 - 1984
Skills
CRM, Human Resources, Direct Marketing, Customer Acquisition, Direct Mail, Strategic Partnerships, Multi-channel Marketing, Marketing Strategy, Integrated Marketing, Email Marketing, Analytics, Digital Marketing, Online Advertising, Vendor Management, Marketing, Manage Client..., Consumer Marketing, B2B Marketing, Account Management, Sales Management, Marketing Communications, Business Development, Advertising, Strategy, Program Management, Leadership, Database Marketing, Lead Generation, Sales, Customer Retention, Online Marketing, Competitive Analysis, Salesforce.com, Product Marketing, E-commerce, Digital Strategy, Negotiation, Product Management, Marketing Management, Market Planning, Call Centers, B2B, SEM, Relationship Marketing, Market Research, P&L Management, Brand Development, Segmentation
Education
Dickinson College 1979 — 1983
Bachelor of Arts, English/Spanish
FamilyWize Community Service Partnership August 2013 - Present
Affinion Group 2005 - May 2013
Affinion Group 1995 - 2005
Affinion Group 1987 - 1995
E.F.Hutton 1986 - 1987
Doubleday and Company 1984 - 1986
Hearst Corporation - Avon Books 1983 - 1984
Skills
CRM, Human Resources, Direct Marketing, Customer Acquisition, Direct Mail, Strategic Partnerships, Multi-channel Marketing, Marketing Strategy, Integrated Marketing, Email Marketing, Analytics, Digital Marketing, Online Advertising, Vendor Management, Marketing, Manage Client..., Consumer Marketing, B2B Marketing, Account Management, Sales Management, Marketing Communications, Business Development, Advertising, Strategy, Program Management, Leadership, Database Marketing, Lead Generation, Sales, Customer Retention, Online Marketing, Competitive Analysis, Salesforce.com, Product Marketing, E-commerce, Digital Strategy, Negotiation, Product Management, Marketing Management, Market Planning, Call Centers, B2B, SEM, Relationship Marketing, Market Research, P&L Management, Brand Development, Segmentation
Education
Dickinson College 1979 — 1983
Bachelor of Arts, English/Spanish
Kevin P Dodds's E.F.Hutton Experience 1985 - 1986
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2010 - Present
Merrill Lynch 2009 - November 2010
CLG Investment Company, Inc. January 2007 - May 2009
C.L.Glazer & Company, Inc. March 1996 - January 2007
C.L.Glazer & Company, Inc. December 1987 - March 1996
Savings Banks Trust Company August 1986 - December 1987
E.F.Hutton 1985 - 1986
Education
Moravian College 1981 — 1985
B.A., Accounting, Finance
JPMorgan Chase December 2010 - Present
Merrill Lynch 2009 - November 2010
CLG Investment Company, Inc. January 2007 - May 2009
C.L.Glazer & Company, Inc. March 1996 - January 2007
C.L.Glazer & Company, Inc. December 1987 - March 1996
Savings Banks Trust Company August 1986 - December 1987
E.F.Hutton 1985 - 1986
Education
Moravian College 1981 — 1985
B.A., Accounting, Finance
Frank Ciccotto's E.F.Hutton Experience September 1980 - June 1982
Job SVP & Global Head of Securities Valuations S&P Capital IQ
Industry Financial Services
Experience
Standard & Poor's January 1999 - Present
Standard & Poor's January 1995 - December 1999
Standard and Poors January 1988 - December 1994
EF Hutton June 1982 - November 1987
E.F.Hutton September 1980 - June 1982
Skills
Valuation, Business Development, Fixed Income, Securities, Bonds, Investment Banking, CRM, Market Data, Financial Markets, Hedge Funds, Equities, Financial Services, Change Management, Credit, Portfolio Management, Securitization, Financial Modeling, Bloomberg, Alternative Investments, Structured Finance, Capital Markets, Trading, Derivatives, Investments, Mutual Funds, Structured Products, Risk Management, Financial Analysis, Trading Systems, Asset Management, Series 7, P&L Management
Education
Hofstra University 1980 — 1984
MBA, Finance
Manhattan College 1976 — 1980
BS, Management and Accounting
Standard & Poor's January 1999 - Present
Standard & Poor's January 1995 - December 1999
Standard and Poors January 1988 - December 1994
EF Hutton June 1982 - November 1987
E.F.Hutton September 1980 - June 1982
Skills
Valuation, Business Development, Fixed Income, Securities, Bonds, Investment Banking, CRM, Market Data, Financial Markets, Hedge Funds, Equities, Financial Services, Change Management, Credit, Portfolio Management, Securitization, Financial Modeling, Bloomberg, Alternative Investments, Structured Finance, Capital Markets, Trading, Derivatives, Investments, Mutual Funds, Structured Products, Risk Management, Financial Analysis, Trading Systems, Asset Management, Series 7, P&L Management
Education
Hofstra University 1980 — 1984
MBA, Finance
Manhattan College 1976 — 1980
BS, Management and Accounting
Kelley Downing's E.F.Hutton Experience September 1979 - September 1985
Job President & CEO at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. 1996 - Present
Fifth Third Bank September 1985 - August 1996
E.F.Hutton September 1979 - September 1985
Skills
Investments, Asset Management, Wealth Management, Investment Management, Financial Planning, Strategic Planning, Financial Advisory, Management, Leadership, Financial Analysis
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Miami University 1972 — 1976
BA, American Diplomacy & Foreign Affairs
Bartlett & Co. 1996 - Present
Fifth Third Bank September 1985 - August 1996
E.F.Hutton September 1979 - September 1985
Skills
Investments, Asset Management, Wealth Management, Investment Management, Financial Planning, Strategic Planning, Financial Advisory, Management, Leadership, Financial Analysis
Education
Thunderbird School of Global Management 1978 — 1979
MBA, Finance
Miami University 1972 — 1976
BA, American Diplomacy & Foreign Affairs
Ennis Robertson's E.F.Hutton Experience September 1957 - February 1992
Job Retired V.P. Branch Manager at E.F.Hutton Smith Barney
Industry Financial Services
Experience
E.F.Hutton September 1957 - February 1992
E.F.Hutton - Smith Barney September 1957 - January 1992
J.M.Dain Co.- Blyth & Co. October 1957 - July 1972
Skills
Wealth Management, Retirement Planning, Banking, Retirement, Mortgage Lending, Credit, Loans
Education
University of Minnesota-Twin Cities 1950 — 1957
BBA, Business, Major Finance, Investments
E.F.Hutton September 1957 - February 1992
E.F.Hutton - Smith Barney September 1957 - January 1992
J.M.Dain Co.- Blyth & Co. October 1957 - July 1972
Skills
Wealth Management, Retirement Planning, Banking, Retirement, Mortgage Lending, Credit, Loans
Education
University of Minnesota-Twin Cities 1950 — 1957
BBA, Business, Major Finance, Investments
Josh Weisbrot's E.F.Hutton Experience 1986 - 1988
Job First Vice President ; Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1988 - Present
E.F.Hutton 1986 - 1988
Education
Queens College
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney 1988 - Present
E.F.Hutton 1986 - 1988
Education
Queens College
Bachelor of Arts (B.A.)
Thomas Oriol's E.F.Hutton Experience June 1972 - December 1977
Job IT Data Center Fascilities Supervisor at Guardian Life
Industry Financial Services
Experience
Guardian Life March 1981 - Present
A.D.P Payroll January 1977 - November 1979
E.F.Hutton June 1972 - December 1977
Skills
Business Analysis, Process Improvement, Insurance, Financial Analysis, Investments, Finance
Education
New York University 1972 — 1975
Data Processing and Mangt, System coding and JCL
Guardian Life March 1981 - Present
A.D.P Payroll January 1977 - November 1979
E.F.Hutton June 1972 - December 1977
Skills
Business Analysis, Process Improvement, Insurance, Financial Analysis, Investments, Finance
Education
New York University 1972 — 1975
Data Processing and Mangt, System coding and JCL
EF Hutton
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