First Albany Corporation
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First Albany Corporation Employees
Employee
Years
Job
Industry
Valerie Rusinak Valerie Rusinak's First Albany Corporation Experience 1980 - 1990
Job Learning and Development/Operations Management
Industry Professional Training & Coaching
Experience
Weight Watchers 2012 - March 2015
Weight Watchers 2010 - 2012
Weight Watchers 2009 - 2010
Weight Watchers 2008 - 2009
Weight Watchers 1990 - 2008
First Albany Corporation 1980 - 1990
Skills
Word, Excel, Microsoft Office, Team Building, Training & Development, Goal Oriented, Team Motivator, Public Speaking, Interviewing, Business Analysis, Business Strategy, Business Management, Team Management, Mac, Music, Organizational..., Leadership Development, Interviews, Management, Employee Training, Microsoft Excel, Leadership, Microsoft Word, Lifestyle Coaching, Coaching, Sales, Retail, Training, Sales Operations, Event Planning, Social Networking, Marketing, Account Management, Team Leadership, Recruiting, Customer Service, Strategic Planning, Fundraising, Social Media, Inventory Management, Event Management, Sales Management
Education
City University of New York-Queens College 1977 — 1980
Music Education
Weight Watchers 2012 - March 2015
Weight Watchers 2010 - 2012
Weight Watchers 2009 - 2010
Weight Watchers 2008 - 2009
Weight Watchers 1990 - 2008
First Albany Corporation 1980 - 1990
Skills
Word, Excel, Microsoft Office, Team Building, Training & Development, Goal Oriented, Team Motivator, Public Speaking, Interviewing, Business Analysis, Business Strategy, Business Management, Team Management, Mac, Music, Organizational..., Leadership Development, Interviews, Management, Employee Training, Microsoft Excel, Leadership, Microsoft Word, Lifestyle Coaching, Coaching, Sales, Retail, Training, Sales Operations, Event Planning, Social Networking, Marketing, Account Management, Team Leadership, Recruiting, Customer Service, Strategic Planning, Fundraising, Social Media, Inventory Management, Event Management, Sales Management
Education
City University of New York-Queens College 1977 — 1980
Music Education
Julio Izquierdo Julio Izquierdo's First Albany Corporation Experience 1994 - 1996
Job Software Architect and .NET Developer
Industry Information Technology and Services
Experience
Sandata Technologies February 2011 - August 2014
Forest Laboratories, Inc. December 2001 - February 2011
Applied Vision, Inc. October 2000 - February 2001
ComSys June 1996 - June 2000
First Albany Corporation 1994 - 1996
KeyCorp 1993 - 1995
Prebon Yamane 1989 - 1990
Skills
SDLC, Software Development, C#, ASP.NET, Databases, Microsoft SQL Server, Oracle, XML, VB.NET, .NET, Testing, T-SQL, AJAX, PL/SQL, Requirements Analysis, ASP, Software Project..., Enterprise Architecture, Data Warehousing, Business Intelligence, SharePoint, SOA, TFS, WCF, AJAX Toolkit, Subversion, Talend
Education
Rensselaer Polytechnic Institute 1987 — 1993
BS, Computer & Systems Engineering
Sandata Technologies February 2011 - August 2014
Forest Laboratories, Inc. December 2001 - February 2011
Applied Vision, Inc. October 2000 - February 2001
ComSys June 1996 - June 2000
First Albany Corporation 1994 - 1996
KeyCorp 1993 - 1995
Prebon Yamane 1989 - 1990
Skills
SDLC, Software Development, C#, ASP.NET, Databases, Microsoft SQL Server, Oracle, XML, VB.NET, .NET, Testing, T-SQL, AJAX, PL/SQL, Requirements Analysis, ASP, Software Project..., Enterprise Architecture, Data Warehousing, Business Intelligence, SharePoint, SOA, TFS, WCF, AJAX Toolkit, Subversion, Talend
Education
Rensselaer Polytechnic Institute 1987 — 1993
BS, Computer & Systems Engineering
Angela Coulter's First Albany Corporation Experience 1989 - 1993
Job Ascension Mentorship, Spiritual Alchemy, Healing Facilitation/Instruction
Industry Health, Wellness and Fitness
Experience
Spiritual Alchemy and Trinity Energy Progression January 2011 - Present
VoiceAmerica Talk Radio - WTR, LLC June 2013 - September 2013
AboutFace Marketing July 2008 - May 2011
Herban Meadows March 2006 - March 2009
PPD 2000 - 2006
Square D/Schneider Electric 1998 - 2000
Acterna (formerly Wandel & Goltermann) 1997 - 1998
Cargill, Inc. (Molasses Liquid Products Division) 1993 - 1997
First Albany Corporation 1989 - 1993
Skills
Coaching, Writing, Spiritual Counselor, Spiritual Leadership, Metaphysics, Energy Healing, Teaching, Trinity Energy..., Theta Healing, Arcing Radial Light..., Reiki, Meditation, Intuition, Healing, Holistic Health, Marketing, Start-ups, Business Coaching, Past Life Regression, Energy Work, Wellness, Alternative Medicine, Wellbeing, Stress Management, Marketing Strategy, Nutrition, Personal Development, Copywriting, Direct Marketing, Wellness Coaching, Lifestyle Coaching, Life Coaching, Motivational Speaking, SEO, Hypnotherapy, Relaxation, Marketing Communications, Lifestyle
Education
K.S. Lee's Best Martial Arts of North Carolina 2004 — 2010
2nd Dan (2nd Degree Black Belt)
University of Mount Olive 1999 — 2001
B.S., Management and Organizational Development
Various Instructors for Energy/Intuitive Work
Certifications, Energy/Intuitive Work
Spiritual Alchemy and Trinity Energy Progression January 2011 - Present
VoiceAmerica Talk Radio - WTR, LLC June 2013 - September 2013
AboutFace Marketing July 2008 - May 2011
Herban Meadows March 2006 - March 2009
PPD 2000 - 2006
Square D/Schneider Electric 1998 - 2000
Acterna (formerly Wandel & Goltermann) 1997 - 1998
Cargill, Inc. (Molasses Liquid Products Division) 1993 - 1997
First Albany Corporation 1989 - 1993
Skills
Coaching, Writing, Spiritual Counselor, Spiritual Leadership, Metaphysics, Energy Healing, Teaching, Trinity Energy..., Theta Healing, Arcing Radial Light..., Reiki, Meditation, Intuition, Healing, Holistic Health, Marketing, Start-ups, Business Coaching, Past Life Regression, Energy Work, Wellness, Alternative Medicine, Wellbeing, Stress Management, Marketing Strategy, Nutrition, Personal Development, Copywriting, Direct Marketing, Wellness Coaching, Lifestyle Coaching, Life Coaching, Motivational Speaking, SEO, Hypnotherapy, Relaxation, Marketing Communications, Lifestyle
Education
K.S. Lee's Best Martial Arts of North Carolina 2004 — 2010
2nd Dan (2nd Degree Black Belt)
University of Mount Olive 1999 — 2001
B.S., Management and Organizational Development
Various Instructors for Energy/Intuitive Work
Certifications, Energy/Intuitive Work
Brian Enright Brian Enright's First Albany Corporation Experience September 1982 - August 2002
Job Senior Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2002 - Present
First Albany Corporation September 1982 - August 2002
Skills
Series 7, Series 8, Series 63, NYS Insurance License, NYS Long Term Care..., Personal Financial..., Retirement Income..., Bond Portfolios, Bonds, Capital Markets, Fixed Income, Mutual Funds, Retirement Planning, Event Planning, FINRA, Bloomberg, Investments, Public Relations, Social Media
Education
Syracuse University
Janney Montgomery Scott August 2002 - Present
First Albany Corporation September 1982 - August 2002
Skills
Series 7, Series 8, Series 63, NYS Insurance License, NYS Long Term Care..., Personal Financial..., Retirement Income..., Bond Portfolios, Bonds, Capital Markets, Fixed Income, Mutual Funds, Retirement Planning, Event Planning, FINRA, Bloomberg, Investments, Public Relations, Social Media
Education
Syracuse University
Carol Hynes Carol Hynes's First Albany Corporation Experience 1983 - 1993
Job Certified Financial Planner Professional
Industry Financial Services
Experience
PKS Advisory Services LLC 2004 - Present
Troy Financial Investment Services Group (at The Troy Savings Bank) 1994 - 2004
First Albany Corporation 1983 - 1993
Skills
Retirement Planning, Securities, Asset Allocation, Financial Advisory, Investments, Equities, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
College for Financial Planning, Denver, CO
Hudson Valley Community College
PKS Advisory Services LLC 2004 - Present
Troy Financial Investment Services Group (at The Troy Savings Bank) 1994 - 2004
First Albany Corporation 1983 - 1993
Skills
Retirement Planning, Securities, Asset Allocation, Financial Advisory, Investments, Equities, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
College for Financial Planning, Denver, CO
Hudson Valley Community College
Charles Joseph Charles Joseph's First Albany Corporation Experience September 1992 - January 1998
Job Financial Advisor AWMA® CAP®
Industry Financial Services
Experience
Janney Montgomery Scott January 2004 - Present
UBS Financial Services January 1998 - December 2003
First Albany Corporation September 1992 - January 1998
Skills
Series 7, Philanthropy, Columnist, Strategic Financial..., Planned Giving, Wealth Management, Legacy Planning, Chartered Advisor in..., Estate Planning, 401k, Alternative Investments, Charities, Endowments, Asset Allocation, Finance, Financial Advisory, Financial Planning, Fixed Annuities, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Mutual Funds, Non-profits, Nonprofits, Series 65, Plannning, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Strategic Planning, Wealth Management...
Education
American College
Daytona State College
University of Pennsylvania - The Wharton School
Wealth Management Certification Program
Janney Montgomery Scott January 2004 - Present
UBS Financial Services January 1998 - December 2003
First Albany Corporation September 1992 - January 1998
Skills
Series 7, Philanthropy, Columnist, Strategic Financial..., Planned Giving, Wealth Management, Legacy Planning, Chartered Advisor in..., Estate Planning, 401k, Alternative Investments, Charities, Endowments, Asset Allocation, Finance, Financial Advisory, Financial Planning, Fixed Annuities, High Net Worth..., Investment Advisory, Investment Strategies, Investments, Mutual Funds, Non-profits, Nonprofits, Series 65, Plannning, Public Speaking, Retirement, Retirement Planning, Securities, Series 63, Strategic Planning, Wealth Management...
Education
American College
Daytona State College
University of Pennsylvania - The Wharton School
Wealth Management Certification Program
Leppla, Craig Leppla, Craig's First Albany Corporation Experience May 2000 - January 2002
Job Condominium Management | Commercial Property Management | Community Association Management
Industry Real Estate
Experience
Pyramid Real Estate Group January 2008 - Present
Prudential CT Realty 2002 - 2008
First Albany Corporation May 2000 - January 2002
Skills
Condos, Real Estate, Property Management, Investment Properties, Single Family Homes, Leases, Residential Homes, Sellers, Relocation, Buyer Representation, Short Sales, First Time Home Buyers, Account Management, Apartments, Budgets, Commercial Real Estate, Marketing, Tenant
Education
Northeastern University
ba, finance
Brooklyn Technical High School
Structural Engineering
Pyramid Real Estate Group January 2008 - Present
Prudential CT Realty 2002 - 2008
First Albany Corporation May 2000 - January 2002
Skills
Condos, Real Estate, Property Management, Investment Properties, Single Family Homes, Leases, Residential Homes, Sellers, Relocation, Buyer Representation, Short Sales, First Time Home Buyers, Account Management, Apartments, Budgets, Commercial Real Estate, Marketing, Tenant
Education
Northeastern University
ba, finance
Brooklyn Technical High School
Structural Engineering
Jerome Clement Jerome Clement's First Albany Corporation Experience 1996 - 2000
Job President, PKS Financial Services, Inc.
Industry Financial Services
Experience
PKS Financial Services, Inc. 2012 - Present
PKS Financial Services, Inc. 2011 - 2012
Ten Eyck Group 2009 - 2011
John Hancock Life Insurance Company (U.S.A.) 2006 - 2009
Bank of America 2000 - 2005
Fleet Bank 2000 - 2004
First Albany Corporation 1996 - 2000
Skills
Series 7, Insurance, Investments, Financial Services, Securities, Finance, Variable Annuities, Management, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Sales, Retirement, Life Insurance, Wealth Management
Education
Florida Institute of Technology
MBA
UAlbany
BA
PKS Financial Services, Inc. 2012 - Present
PKS Financial Services, Inc. 2011 - 2012
Ten Eyck Group 2009 - 2011
John Hancock Life Insurance Company (U.S.A.) 2006 - 2009
Bank of America 2000 - 2005
Fleet Bank 2000 - 2004
First Albany Corporation 1996 - 2000
Skills
Series 7, Insurance, Investments, Financial Services, Securities, Finance, Variable Annuities, Management, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Sales, Retirement, Life Insurance, Wealth Management
Education
Florida Institute of Technology
MBA
UAlbany
BA
Christina Di Cioccio's First Albany Corporation Experience 1989 - 1992
Job Financial Services
Industry Financial Services
Experience
Northwestern Mutual December 2014 - March 2015
HANYS Benefit Services June 2003 - July 2014
UBS PaineWebber 1995 - 2003
UBS Painewebber 1992 - 1995
First Albany Corporation 1989 - 1992
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Benefits Administration, Retirement, Mutual Funds, Series 63, Pensions, Investment Advisory, Series 7, Strategic Financial..., Strategic Planning, Sales, Investment Strategies, Healthcare Information..., Financial Planning, Finance, Management, Customer Service, Leadership
Education
Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northwestern Mutual December 2014 - March 2015
HANYS Benefit Services June 2003 - July 2014
UBS PaineWebber 1995 - 2003
UBS Painewebber 1992 - 1995
First Albany Corporation 1989 - 1992
Skills
Retirement Plan..., Retirement Planning, 401k, Investments, Benefits Administration, Retirement, Mutual Funds, Series 63, Pensions, Investment Advisory, Series 7, Strategic Financial..., Strategic Planning, Sales, Investment Strategies, Healthcare Information..., Financial Planning, Finance, Management, Customer Service, Leadership
Education
Baruch College 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeanine Rodgers Caruso Jeanine Rodgers Caruso's First Albany Corporation Experience July 1990 - July 1996
Job President at Fiscal Advisors & Marketing, Inc.
Industry Financial Services
Experience
Fiscal Advisors & Marketing, Inc. May 1998 - Present
First Albany Corporation July 1990 - July 1996
Moody's Investors Service September 1986 - July 1990
Skills
Business, Financial Analysis, Municipal Bonds, Municipalities, Securities, Bonds, Alternative Investments, Finance, Bloomberg, Capital Markets, FINRA, Fixed Income, Credit Analysis, Series 7, Portfolio Management, Strategic Planning, Financial Structuring
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1982 — 1985
Bachelor of Arts (B.A.), Communications/Business
Shenendehowa High School 1979 — 1982
Fiscal Advisors & Marketing, Inc. May 1998 - Present
First Albany Corporation July 1990 - July 1996
Moody's Investors Service September 1986 - July 1990
Skills
Business, Financial Analysis, Municipal Bonds, Municipalities, Securities, Bonds, Alternative Investments, Finance, Bloomberg, Capital Markets, FINRA, Fixed Income, Credit Analysis, Series 7, Portfolio Management, Strategic Planning, Financial Structuring
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1982 — 1985
Bachelor of Arts (B.A.), Communications/Business
Shenendehowa High School 1979 — 1982
Brad Rothbaum Brad Rothbaum's First Albany Corporation Experience June 1982 - June 1991
Job Managing Director & Chief Operating Officer at BMO Capital Markets Corp.
Industry Financial Services
Experience
BMO Capital Markets Corp. December 2009 - Present
Paloma Securities LLC July 1991 - December 2009
First Albany Corporation June 1982 - June 1991
Education
University at Albany 1981 — 1987
MPA, Public Finance
University at Albany 1977 — 1981
BA, Political Science/History
BMO Capital Markets Corp. December 2009 - Present
Paloma Securities LLC July 1991 - December 2009
First Albany Corporation June 1982 - June 1991
Education
University at Albany 1981 — 1987
MPA, Public Finance
University at Albany 1977 — 1981
BA, Political Science/History
Barbara Bilello Barbara Bilello's First Albany Corporation Experience November 1994 - April 1996
Job Senior Vice President at U.S. Trust
Industry Investment Banking
Experience
U.S. Trust December 2013 - Present
Goldman Sachs June 2011 - June 2013
Goldman Sachs April 1996 - June 2011
First Albany Corporation November 1994 - April 1996
Skills
Equities, Securities, Investments, Wealth Management, Equity Trading, Wealth Management..., Portfolio Management, Fixed Income, Bloomberg, Investment Management, Strategy, Manage Client..., Client Relations Skills, Strengthening Client..., Key Client Relationships, Asset Management, Revenue Enhancement, Client Development, CRM, Series 7, Series 63, Series 65, High Net Worth..., Investment Advisory, Hedge Funds, Financial Services, Alternative Investments, Private Equity, Mutual Funds
Education
Providence College 1990 — 1994
Bachelor of Arts (BA), History
Garden City High School 1986 — 1990
U.S. Trust December 2013 - Present
Goldman Sachs June 2011 - June 2013
Goldman Sachs April 1996 - June 2011
First Albany Corporation November 1994 - April 1996
Skills
Equities, Securities, Investments, Wealth Management, Equity Trading, Wealth Management..., Portfolio Management, Fixed Income, Bloomberg, Investment Management, Strategy, Manage Client..., Client Relations Skills, Strengthening Client..., Key Client Relationships, Asset Management, Revenue Enhancement, Client Development, CRM, Series 7, Series 63, Series 65, High Net Worth..., Investment Advisory, Hedge Funds, Financial Services, Alternative Investments, Private Equity, Mutual Funds
Education
Providence College 1990 — 1994
Bachelor of Arts (BA), History
Garden City High School 1986 — 1990
Lisa Clifford Lisa Clifford's First Albany Corporation Experience July 1992 - June 1994
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank March 2009 - Present
Curran Investment Management July 2000 - March 2009
First Albany Asset Management July 1994 - July 2000
First Albany Corporation July 1992 - June 1994
Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management
Education
St. John Fisher College 1987 — 1991
BS, Management - Concentration in Finance
St. John Fisher College 1987 — 1991
BS Management, Finance, General
Key Private Bank March 2009 - Present
Curran Investment Management July 2000 - March 2009
First Albany Asset Management July 1994 - July 2000
First Albany Corporation July 1992 - June 1994
Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management
Education
St. John Fisher College 1987 — 1991
BS, Management - Concentration in Finance
St. John Fisher College 1987 — 1991
BS Management, Finance, General
Christina Treffiletti Christina Treffiletti's First Albany Corporation Experience May 1996 - December 1999
Job Coordinator, Career Mobility Services at New York State Department of Civil Service
Industry Government Administration
Experience
New York State Department of Civil Service May 2013 - Present
NYS Department of Labor May 2010 - May 2013
NYS Department of Civil Service December 1999 - May 2010
First Albany Corporation May 1996 - December 1999
Education
Siena College 1992 — 1996
Bachelor of Science, Marketing/Management
Cornell University School of Industrial and Labor Relations
Management Certificate
New York State Department of Civil Service May 2013 - Present
NYS Department of Labor May 2010 - May 2013
NYS Department of Civil Service December 1999 - May 2010
First Albany Corporation May 1996 - December 1999
Education
Siena College 1992 — 1996
Bachelor of Science, Marketing/Management
Cornell University School of Industrial and Labor Relations
Management Certificate
Jennifer Degenhart Jennifer Degenhart's First Albany Corporation Experience January 1997 - April 1998
Job Healthcare and Technology Background
Industry Hospital & Health Care
Experience
St. Peter's Health Partners January 2014 - Present
Davis Vision January 2008 - July 2010
PwC April 1998 - September 2007
First Albany Corporation January 1997 - April 1998
Skills
Management, Software Documentation, Business Analysis
Education
SUNY Plattsburgh 1990 — 1994
BS, Management
St. Peter's Health Partners January 2014 - Present
Davis Vision January 2008 - July 2010
PwC April 1998 - September 2007
First Albany Corporation January 1997 - April 1998
Skills
Management, Software Documentation, Business Analysis
Education
SUNY Plattsburgh 1990 — 1994
BS, Management
Deborah Collins Deborah Collins's First Albany Corporation Experience 1995 - 1997
Job Investment Analyst, Retirement & Investment Services at HANYS
Industry Financial Services
Experience
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
HANYS September 2014 - Present
Direct Retirement Solutions September 2007 - August 2014
The Ayco Company, L.P. July 2005 - July 2007
Charles Schwab February 1999 - June 2005
First Albany Corporation 1995 - 1997
Skills
401k, Retirement Planning, Defined Benefit, Retirement, Pensions, Mutual Funds, Wealth Management, Asset Allocation, Financial Advisory, Investment Advisory, Financial Planning
Education
State University of New York College at Geneseo 1988 — 1992
BA, Economics, Legal Studies
Edith Silver Walker Edith Silver Walker's First Albany Corporation Experience April 1991 - August 1993
Job aspiring cultural writer
Industry Writing and Editing
Experience
private client August 2005 - Present
Pets Unlimited April 2002 - September 2008
VetSOS May 2006 - July 2008
United Airlines February 1995 - November 1998
while self-studying Mandarin Chinese through Yale's program August 1993 - December 1994
First Albany Corporation April 1991 - August 1993
Bear, Stearns & Co. Inc. September 1989 - April 1991
Skills
Editing, Proofreading, Photography, Event Planning, Start-ups, Copy Editing, Strategic Planning, Budgets, Grant Writing, Spanish, Administration, Media Relations, Teaching
Education
Trinity College-Hartford 1985 — 1989
BA, English Literature
Birkbeck, U. of London 1987 — 1987
Humanities Program
private client August 2005 - Present
Pets Unlimited April 2002 - September 2008
VetSOS May 2006 - July 2008
United Airlines February 1995 - November 1998
while self-studying Mandarin Chinese through Yale's program August 1993 - December 1994
First Albany Corporation April 1991 - August 1993
Bear, Stearns & Co. Inc. September 1989 - April 1991
Skills
Editing, Proofreading, Photography, Event Planning, Start-ups, Copy Editing, Strategic Planning, Budgets, Grant Writing, Spanish, Administration, Media Relations, Teaching
Education
Trinity College-Hartford 1985 — 1989
BA, English Literature
Birkbeck, U. of London 1987 — 1987
Humanities Program
Chris Cimijotti Chris Cimijotti's First Albany Corporation Experience August 1982 - February 1986
Job Principal at Marvin and Company, P.C.
Industry Accounting
Experience
Marvin and Company, P.C. February 1986 - Present
First Albany Corporation August 1982 - February 1986
Skills
Estate Planning, Trust Management, Personal Tax Planning, Business Tax Planning, Accounting, Financial Reporting, CPA, Financial Accounting, Budgets
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Accounting, Magna Cum Laude
Marvin and Company, P.C. February 1986 - Present
First Albany Corporation August 1982 - February 1986
Skills
Estate Planning, Trust Management, Personal Tax Planning, Business Tax Planning, Accounting, Financial Reporting, CPA, Financial Accounting, Budgets
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Accounting, Magna Cum Laude
Robin Massey's First Albany Corporation Experience June 1998 - August 2000
Job Financial Planning Assistant
Industry Education Management
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Rensselaer Polytechnic Institute September 2012 - July 2015
East Greenbush Central Schools August 2010 - September 2012
Hudson Valley Community College December 2007 - November 2009
Wachovia Securities, LLC August 2000 - February 2005
First Albany Corporation June 1998 - August 2000
First Albany Corporation December 1993 - June 1998
Skills
MS Office Suite, SCT Banner, Mandarin, QuickBooks Pro, ACT, Janna, ILX/Beta, Infomax, MS Access, Program Management, Strategic Planning, Access, Accounts Payable, Customer Service, Finance, Higher Education, Microsoft Office
Education
Siena College 1990 — 1992
Bachelors, Business Administration in Accounting
Hudson Valley Community College 1987 — 1989
Associates, Business Adminstration
Ameriprise Financial Services, Inc. July 2015 - Present
Rensselaer Polytechnic Institute September 2012 - July 2015
East Greenbush Central Schools August 2010 - September 2012
Hudson Valley Community College December 2007 - November 2009
Wachovia Securities, LLC August 2000 - February 2005
First Albany Corporation June 1998 - August 2000
First Albany Corporation December 1993 - June 1998
Skills
MS Office Suite, SCT Banner, Mandarin, QuickBooks Pro, ACT, Janna, ILX/Beta, Infomax, MS Access, Program Management, Strategic Planning, Access, Accounts Payable, Customer Service, Finance, Higher Education, Microsoft Office
Education
Siena College 1990 — 1992
Bachelors, Business Administration in Accounting
Hudson Valley Community College 1987 — 1989
Associates, Business Adminstration
Scott Mogavero Scott Mogavero's First Albany Corporation Experience April 1996 - October 1997
Job GM, Project Controls & Logistics GE
Industry Oil & Energy
Experience
GE October 2010 - Present
GE Energy February 2009 - January 2012
GE Energy June 2007 - January 2009
GE Energy September 2005 - May 2007
State University of New York at Albany August 2004 - May 2006
GE Energy May 2003 - August 2005
GE Energy November 2000 - April 2003
GE Energy June 1999 - October 2000
GE Energy December 1997 - September 1999
First Albany Corporation April 1996 - October 1997
Skills
Six Sigma, Process Improvement, Supply Chain Management, Operations Management, Vendor Management, Strategic Planning, Change Management, Program Management, Contract Negotiation, Lean Manufacturing, Contract Management, Acquisition Integration
Education
University at Albany, SUNY 2003 — 2004
Masters, Business
Siena College 1999 — 2001
Certificate, Information Management
Siena College 1997 — 1999
Bachelors, Finance
GE October 2010 - Present
GE Energy February 2009 - January 2012
GE Energy June 2007 - January 2009
GE Energy September 2005 - May 2007
State University of New York at Albany August 2004 - May 2006
GE Energy May 2003 - August 2005
GE Energy November 2000 - April 2003
GE Energy June 1999 - October 2000
GE Energy December 1997 - September 1999
First Albany Corporation April 1996 - October 1997
Skills
Six Sigma, Process Improvement, Supply Chain Management, Operations Management, Vendor Management, Strategic Planning, Change Management, Program Management, Contract Negotiation, Lean Manufacturing, Contract Management, Acquisition Integration
Education
University at Albany, SUNY 2003 — 2004
Masters, Business
Siena College 1999 — 2001
Certificate, Information Management
Siena College 1997 — 1999
Bachelors, Finance
Peter Fishman's First Albany Corporation Experience 1995 - 1997
Job Senior Vice President Head of Product & Retail Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank 2015 - Present
Senior Advisor to Banks and other Consumer Lending Organizations 2013 - 2015
Knight Capital Group 2011 - 2013
Santander Bank 2009 - 2011
The Kessler Group January 2007 - December 2007
Capital One Services 2002 - 2006
Bain & Company 1999 - 2002
First Albany Corporation 1995 - 1997
Morgan Stanley & Co., Inc. 1994 - 1995
Federal Reserve Board 1991 - 1992
Skills
Start-ups, Business valuation, Mergers & Acquisitions, Due Diligence, Management, Leadership, Banking, Investment Banking, Marketing Strategy, Marketing, Product Development, Equity Research, Project Management, Financial Analysis, Mergers, Operations Improvement, Credit Cards, Competitive Analysis, Acquisition Integration, Infrastructure, Structured Finance, Consulting, Project Planning, Business Valuation, Analytics, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Majors in Finance and Entrepreneurial Studies
Harvard University - Kennedy School of Government 1992 — 1994
MPP, Public Policy
Cornell University 1987 — 1991
BA, Economics
Weston High School 1983 — 1987
Citizens Bank 2015 - Present
Senior Advisor to Banks and other Consumer Lending Organizations 2013 - 2015
Knight Capital Group 2011 - 2013
Santander Bank 2009 - 2011
The Kessler Group January 2007 - December 2007
Capital One Services 2002 - 2006
Bain & Company 1999 - 2002
First Albany Corporation 1995 - 1997
Morgan Stanley & Co., Inc. 1994 - 1995
Federal Reserve Board 1991 - 1992
Skills
Start-ups, Business valuation, Mergers & Acquisitions, Due Diligence, Management, Leadership, Banking, Investment Banking, Marketing Strategy, Marketing, Product Development, Equity Research, Project Management, Financial Analysis, Mergers, Operations Improvement, Credit Cards, Competitive Analysis, Acquisition Integration, Infrastructure, Structured Finance, Consulting, Project Planning, Business Valuation, Analytics, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Majors in Finance and Entrepreneurial Studies
Harvard University - Kennedy School of Government 1992 — 1994
MPP, Public Policy
Cornell University 1987 — 1991
BA, Economics
Weston High School 1983 — 1987
Steve Schulman's First Albany Corporation Experience June 1994 - November 1998
Job Post Trade Professional
Industry Financial Services
Experience
Credit Suisse November 1998 - Present
First Albany Corporation June 1994 - November 1998
ING Securities February 1993 - June 1994
BHF Securities August 1987 - February 1993
Van Kampen Merrit April 1986 - August 1987
Bradford Trust Company February 1984 - April 1986
Dean Witter Reynolds October 1982 - February 1984
Skills
Fixed Income, Trading Systems, Options, Derivatives, Trading, Securities, Equities, Back Office, Settlement, Series 7, FINRA, Sybase, Investment Banking, Prime Brokerage, Account Reconciliation, Financial Risk, Securities Lending, Series 24, ETFs, Finance, Corporate Actions, Equity Derivatives, Electronic Trading
Education
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (BA)
Credit Suisse November 1998 - Present
First Albany Corporation June 1994 - November 1998
ING Securities February 1993 - June 1994
BHF Securities August 1987 - February 1993
Van Kampen Merrit April 1986 - August 1987
Bradford Trust Company February 1984 - April 1986
Dean Witter Reynolds October 1982 - February 1984
Skills
Fixed Income, Trading Systems, Options, Derivatives, Trading, Securities, Equities, Back Office, Settlement, Series 7, FINRA, Sybase, Investment Banking, Prime Brokerage, Account Reconciliation, Financial Risk, Securities Lending, Series 24, ETFs, Finance, Corporate Actions, Equity Derivatives, Electronic Trading
Education
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (BA)
Jason Kennedy, CFA's First Albany Corporation Experience 1997 - 1998
Job Credit Research Analyst PPM America
Industry Financial Services
Experience
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
PPM America September 2007 - Present
Boston Private Bank September 2003 - August 2007
Baring Asset Management 2000 - 2003
Evergreen Funds 1998 - 2000
First Albany Corporation 1997 - 1998
Skills
Asset Management, Portfolio Management, Fixed Income, Credit Analysis, Emerging Markets, Trading, Structured Finance, Equities, Debt, Leveraged Finance, CFA, Bloomberg, Capital Markets, Bonds, Credit, Hedge Funds
Education
Boston University Questrom School of Business 2006 — 2007
MS, Investment Managment
Clarkson University 1994 — 1995
MBA, Finance
State University of New York College at Oneonta 1990 — 1994
BS, Business Economics
Jerry Solomon's First Albany Corporation Experience 1995 - 1999
Job at Capital Research Company
Industry Financial Services
Experience
Capital Research Company September 2008 - Present
Bear, Stearns June 1999 - July 2008
First Albany Corporation 1995 - 1999
Fitch Investors 1992 - 1995
New York City OMB 1990 - 1992
Blue Cross of New Jersey 1985 - 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Temple University 1981 — 1985
B.A.
Jewish Educational Center
Jewish Educational Center
Capital Research Company September 2008 - Present
Bear, Stearns June 1999 - July 2008
First Albany Corporation 1995 - 1999
Fitch Investors 1992 - 1995
New York City OMB 1990 - 1992
Blue Cross of New Jersey 1985 - 1987
Education
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
Temple University 1981 — 1985
B.A.
Jewish Educational Center
Jewish Educational Center
Richard Weiss's First Albany Corporation Experience 1996 - 1997
Job Director, Branch Supervision & AVP, Compliance at Investors Capital
Industry Financial Services
Experience
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Jason Pai's First Albany Corporation Experience May 1999 - July 2000
Job Director Branch Support Manager
Industry Financial Services
Experience
Credit Suisse - Private Banking USA May 2005 - Present
Stonnington Group, LLC January 2004 - April 2005
UBS Financial Services July 2000 - January 2003
First Albany Corporation May 1999 - July 2000
Morgan Stanley Dean Witter August 1998 - April 1999
Morgan Stanley Dean Witter September 1996 - March 1998
Morgan Stanley Dean Witter March 1996 - September 1996
Morgan Stanley Dean Witter May 1995 - March 1996
Skills
Securities, Portfolio Management, Investments, Fixed Income, FINRA, Series 7, Private Banking, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Banking, Structured Products, Derivatives, Financial Analysis, Due Diligence, Series 8 (9 and 10), Series 65, Compliance, Asset Managment, Investment Advisory, Bloomberg, Real Estate, Supervision
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Credit Suisse - Private Banking USA May 2005 - Present
Stonnington Group, LLC January 2004 - April 2005
UBS Financial Services July 2000 - January 2003
First Albany Corporation May 1999 - July 2000
Morgan Stanley Dean Witter August 1998 - April 1999
Morgan Stanley Dean Witter September 1996 - March 1998
Morgan Stanley Dean Witter March 1996 - September 1996
Morgan Stanley Dean Witter May 1995 - March 1996
Skills
Securities, Portfolio Management, Investments, Fixed Income, FINRA, Series 7, Private Banking, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Banking, Structured Products, Derivatives, Financial Analysis, Due Diligence, Series 8 (9 and 10), Series 65, Compliance, Asset Managment, Investment Advisory, Bloomberg, Real Estate, Supervision
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Leonid Udov's First Albany Corporation Experience October 1997 - July 1999
Job Vice President at Citigroup, PMP
Industry Computer Software
Experience
Citigroup May 2004 - Present
Thomson Financial August 1999 - May 2004
First Albany Corporation October 1997 - July 1999
Skills
Microsoft SQL Server, C#, SDLC, Business Intelligence, Project Management, PMP, Software Development, Databases, Agile Methodologies, Web Services, Integration, Enterprise Software, Oracle, Requirements Gathering, .NET, Software Engineering, CRM
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1981 — 1987
M.S., Physics
Citigroup May 2004 - Present
Thomson Financial August 1999 - May 2004
First Albany Corporation October 1997 - July 1999
Skills
Microsoft SQL Server, C#, SDLC, Business Intelligence, Project Management, PMP, Software Development, Databases, Agile Methodologies, Web Services, Integration, Enterprise Software, Oracle, Requirements Gathering, .NET, Software Engineering, CRM
Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina 1981 — 1987
M.S., Physics
Glenn Massey's First Albany Corporation Experience 1994 - 1995
Job IT Contract Manager at SUNY System Administration
Industry Government Administration
Experience
State University of New York February 2011 - Present
Garnet River November 2004 - February 2011
Gemini Team, LLC January 2000 - November 2004
UNIFIED Technologies, Inc. 1998 - 2000
UNIFIED Technologies, Inc. 1996 - 1998
UNIFIED Technologies, Inc. 1995 - 1996
First Albany Corporation 1994 - 1995
Skills
Operations Management, Customer Service, Contract Management, Negotiation, Purchasing, System Administration, Team Leadership, Strategic Planning, Project Management, Process Improvement, Program Management, Business Analysis, Government, Management, Analysis, Change Management, Project Planning, Team Building, Account Management
Education
The College of Saint Rose 1991 — 1993
BS Business Admin, Marketing
Columbia High School 1983 — 1987
New York State Regents Diploma
Hudson Valley Community College
AAS Accounting, Accounting
State University of New York February 2011 - Present
Garnet River November 2004 - February 2011
Gemini Team, LLC January 2000 - November 2004
UNIFIED Technologies, Inc. 1998 - 2000
UNIFIED Technologies, Inc. 1996 - 1998
UNIFIED Technologies, Inc. 1995 - 1996
First Albany Corporation 1994 - 1995
Skills
Operations Management, Customer Service, Contract Management, Negotiation, Purchasing, System Administration, Team Leadership, Strategic Planning, Project Management, Process Improvement, Program Management, Business Analysis, Government, Management, Analysis, Change Management, Project Planning, Team Building, Account Management
Education
The College of Saint Rose 1991 — 1993
BS Business Admin, Marketing
Columbia High School 1983 — 1987
New York State Regents Diploma
Hudson Valley Community College
AAS Accounting, Accounting
Joseph Wharton's First Albany Corporation Experience 1991 - 1996
Job Director of Operations at AG Asset Management
Industry Financial Services
Experience
AG Asset Management OperationsSanford Bernstein1998 - 2004
RPI 1996 - 1998
First Albany Corporation 1991 - 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1996 — 1997
Master of Science (M.S.), Finance, 3.9
State University of New York College at Plattsburgh 1988 — 1990
Bachelor, Accounting
State University of New York - System 1986 — 1990
SUNY Canton 1986 — 1988
Associate, Business
AG Asset Management OperationsSanford Bernstein1998 - 2004
RPI 1996 - 1998
First Albany Corporation 1991 - 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1996 — 1997
Master of Science (M.S.), Finance, 3.9
State University of New York College at Plattsburgh 1988 — 1990
Bachelor, Accounting
State University of New York - System 1986 — 1990
SUNY Canton 1986 — 1988
Associate, Business
Daniel Weinberg's First Albany Corporation Experience June 1997 - May 2001
Job Director at Assured Guaranty
Industry Financial Services
Experience
Assured Guaranty June 2011 - Present
RBC Capital Markets October 2010 - June 2011
Ambac April 2004 - October 2010
Fitch Ratings May 2001 - April 2004
First Albany Corporation June 1997 - May 2001
Alex. Brown & Sons Incorporated August 1996 - June 1997
Government Finance Associates, Inc. November 1993 - August 1996
Education
University at Albany, SUNY 1987 — 1991
Assured Guaranty June 2011 - Present
RBC Capital Markets October 2010 - June 2011
Ambac April 2004 - October 2010
Fitch Ratings May 2001 - April 2004
First Albany Corporation June 1997 - May 2001
Alex. Brown & Sons Incorporated August 1996 - June 1997
Government Finance Associates, Inc. November 1993 - August 1996
Education
University at Albany, SUNY 1987 — 1991
Dawn Oram's First Albany Corporation Experience July 1993 - May 1995
Job Senior Vice President Human Resources North America Region at MasterCard
Industry Information Technology and Services
Experience
MasterCard August 2013 - Present
MasterCard September 2012 - July 2013
MasterCard June 2008 - September 2012
Bear, Stearns & Co. Inc September 2002 - June 2008
A. B. Watley Group Inc. August 1999 - September 2002
Sullivan & Company June 1998 - August 1999
CIBC Oppenheimer Corporation February 1997 - June 1998
Cowen & Company October 1995 - February 1997
BHCM Inc May 1995 - October 1995
First Albany Corporation July 1993 - May 1995
Skills
Employee Relations, Employee Management, Employee Benefits, Organizational..., Organizational Structure, Organizational..., Organizational Behavior, Performance Management, Performance Improvement, Global Human Resources..., Strategic Human..., Human Resources, Human Resource Planning, Financial Services, Wall Street, Talent Acquisition, Talent Management, Employee Handbooks, Employee Training, Employee Recognition, Employee Engagement, Compensation & Benefit, Global Immigration, Immigration Issues, Change Management, Culture Change, Policy Writing, Employment Law, Crisis Management, due diligence
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Human Resource Development
University at Buffalo 1985 — 1990
B.A., Sociology
MasterCard August 2013 - Present
MasterCard September 2012 - July 2013
MasterCard June 2008 - September 2012
Bear, Stearns & Co. Inc September 2002 - June 2008
A. B. Watley Group Inc. August 1999 - September 2002
Sullivan & Company June 1998 - August 1999
CIBC Oppenheimer Corporation February 1997 - June 1998
Cowen & Company October 1995 - February 1997
BHCM Inc May 1995 - October 1995
First Albany Corporation July 1993 - May 1995
Skills
Employee Relations, Employee Management, Employee Benefits, Organizational..., Organizational Structure, Organizational..., Organizational Behavior, Performance Management, Performance Improvement, Global Human Resources..., Strategic Human..., Human Resources, Human Resource Planning, Financial Services, Wall Street, Talent Acquisition, Talent Management, Employee Handbooks, Employee Training, Employee Recognition, Employee Engagement, Compensation & Benefit, Global Immigration, Immigration Issues, Change Management, Culture Change, Policy Writing, Employment Law, Crisis Management, due diligence
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Human Resource Development
University at Buffalo 1985 — 1990
B.A., Sociology
Charles Reid's First Albany Corporation Experience November 1999 - June 2003
Job IBM Notes Consultant doing eDiscovery for medical litigation
Industry Information Services
Experience
Fresenius Medical Care May 2010 - Present
Community Center for the City of South Portland,Maine 2008 - Present
The RockTeam April 2012 - 2013
IKON Office Solutions 2010 - 2010
Fairchild Semiconductor 2006 - 2009
First Albany Corporation November 1999 - June 2003
Modis 2001 - 2002
IBM - Poughkeepsie 1991 - 1993
NYSEG 1989 - 1993
US Comstruct 1984 - 1986
Skills
Lotus Domino, Quickr, Quickplace, Sametime, Formula Language, LotusScript, Lotus Approach, Lotus 123, Lotus Smartsuite, Lotus Notes, Lotus, Blackberry, Messaging, System Administration, SharePoint, Blackberry Enterprise..., Architecture, Software Project..., Administration, Troubleshooting, Security, Deployment, Web Development, Computer Hardware, Business Analysis, Visio, XP, Requirements Analysis, Server Architecture, Documentation, Integration, Disaster Recovery, Lotus Live, Databases, Networking, Servers, VMware, Windows Server, System Deployment, Cloud Computing, Microsoft Exchange, Consulting, Management, Enterprise Software, Vendor Management
Education
Broome Community College 1978 — 1980
AAS, Accounting with Data Processing
Broome Tioga Boces 1978 — 1978
vocational, Business computer programming
Fresenius Medical Care May 2010 - Present
Community Center for the City of South Portland,Maine 2008 - Present
The RockTeam April 2012 - 2013
IKON Office Solutions 2010 - 2010
Fairchild Semiconductor 2006 - 2009
First Albany Corporation November 1999 - June 2003
Modis 2001 - 2002
IBM - Poughkeepsie 1991 - 1993
NYSEG 1989 - 1993
US Comstruct 1984 - 1986
Skills
Lotus Domino, Quickr, Quickplace, Sametime, Formula Language, LotusScript, Lotus Approach, Lotus 123, Lotus Smartsuite, Lotus Notes, Lotus, Blackberry, Messaging, System Administration, SharePoint, Blackberry Enterprise..., Architecture, Software Project..., Administration, Troubleshooting, Security, Deployment, Web Development, Computer Hardware, Business Analysis, Visio, XP, Requirements Analysis, Server Architecture, Documentation, Integration, Disaster Recovery, Lotus Live, Databases, Networking, Servers, VMware, Windows Server, System Deployment, Cloud Computing, Microsoft Exchange, Consulting, Management, Enterprise Software, Vendor Management
Education
Broome Community College 1978 — 1980
AAS, Accounting with Data Processing
Broome Tioga Boces 1978 — 1978
vocational, Business computer programming
Damian Rinaldi's First Albany Corporation Experience 1996 - 2004
Job Social Studies Teacher at Darien High School
Industry Primary/Secondary Education
Experience
Darien High School Social Studies TeacherDarien High SchoolAugust 2007 - Present
Wilton High School December 2006 - March 2015
First Albany Corporation 1996 - 2004
First Albany Capital 1996 - 2004
Sentry Publishing Company 1986 - 1996
IDC 1981 - 1986
Gum Gum Limited 1977 - 1981
Cook Educational System 1976 - 1977
Skills
Public Speaking, Teaching, Competitive Analysis, Data Analysis, Research, PowerPoint, Market Research, Strategic Planning, Analysis, Analytics, Market Analysis, Microsoft Excel, Fundraising, Management, Microsoft Office, Business Development, Business Strategy, Customer Service, Budgets, Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Strategy, Marketing, Team Building
Education
University of Bridgeport 2005 — 2006
6th Year, Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Business Administration
Williams College 1972 — 1976
BA, History of Ideas
Darien High School Social Studies TeacherDarien High SchoolAugust 2007 - Present
Wilton High School December 2006 - March 2015
First Albany Corporation 1996 - 2004
First Albany Capital 1996 - 2004
Sentry Publishing Company 1986 - 1996
IDC 1981 - 1986
Gum Gum Limited 1977 - 1981
Cook Educational System 1976 - 1977
Skills
Public Speaking, Teaching, Competitive Analysis, Data Analysis, Research, PowerPoint, Market Research, Strategic Planning, Analysis, Analytics, Market Analysis, Microsoft Excel, Fundraising, Management, Microsoft Office, Business Development, Business Strategy, Customer Service, Budgets, Strategic Partnerships, Start-ups, Marketing Strategy, Entrepreneurship, Strategy, Marketing, Team Building
Education
University of Bridgeport 2005 — 2006
6th Year, Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1995
MBA, Business Administration
Williams College 1972 — 1976
BA, History of Ideas
Peter O'Keefe's First Albany Corporation Experience May 1998 - November 2002
Job Account Executive at Dow Jones & Company
Industry Information Technology and Services
Experience
Dow Jones & Company June 2008 - Present
Thunderstorm Capital January 2008 - June 2008
Boston Private Bank & Trust Company December 2002 - January 2008
First Albany Corporation May 1998 - November 2002
Skills
Hedge Funds, Salesforce.com, Equities, Relationship Management, Trading, Portfolio Management, Equity Trading, Investment Management, Solution Selling, CRM, Product Management, Customer Retention, SaaS, Management, Banking, Sales, Securities
Education
College of the Holy Cross 1991 — 1995
B.A., English
St. John's Prep 1987 — 1991
Dow Jones & Company June 2008 - Present
Thunderstorm Capital January 2008 - June 2008
Boston Private Bank & Trust Company December 2002 - January 2008
First Albany Corporation May 1998 - November 2002
Skills
Hedge Funds, Salesforce.com, Equities, Relationship Management, Trading, Portfolio Management, Equity Trading, Investment Management, Solution Selling, CRM, Product Management, Customer Retention, SaaS, Management, Banking, Sales, Securities
Education
College of the Holy Cross 1991 — 1995
B.A., English
St. John's Prep 1987 — 1991
Donald Deyo's First Albany Corporation Experience January 1984 - January 1986
Job Chief Investment Officer at UBS Trust Co., N.A.
Industry Financial Services
Experience
UBS Trust Services January 2007 - Present
UBS Trust Co., N.A. October 2005 - Present
UBS AG October 2005 - Present
UBS Trust Co., N.A. & UBS Fiduciary Trust Co January 2005 - Present
HSBC Bank September 1994 - June 2005
Trustco Bank NY January 1987 - January 1994
First Albany Corporation January 1984 - January 1986
Dean Witter Reynolds, Inc January 1983 - January 1984
Dean Witter Reynolds, Inc January 1981 - January 1983
Skills
FINRA Series 7 License, FINRA Series 66 License, CFSC, American Banker..., AIF, Accredited..., FINRA, Asset Allocation, Series 7, Fiduciary, Wealth Management, Fixed Income, Securities, Investment Management, Asset Management, Investments, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Equities, Mutual Funds, Financial Services
Education
ABA Graduate Trust School 1990 — 1992
CFSC, Trust
Syracuse University 1977 — 1981
B.A., Economics and International Relations
National Trust and National Graduate Trust School, Northwestern University
CFSC
UBS Trust Services January 2007 - Present
UBS Trust Co., N.A. October 2005 - Present
UBS AG October 2005 - Present
UBS Trust Co., N.A. & UBS Fiduciary Trust Co January 2005 - Present
HSBC Bank September 1994 - June 2005
Trustco Bank NY January 1987 - January 1994
First Albany Corporation January 1984 - January 1986
Dean Witter Reynolds, Inc January 1983 - January 1984
Dean Witter Reynolds, Inc January 1981 - January 1983
Skills
FINRA Series 7 License, FINRA Series 66 License, CFSC, American Banker..., AIF, Accredited..., FINRA, Asset Allocation, Series 7, Fiduciary, Wealth Management, Fixed Income, Securities, Investment Management, Asset Management, Investments, Portfolio Management, Due Diligence, Alternative Investments, Investment Banking, Equities, Mutual Funds, Financial Services
Education
ABA Graduate Trust School 1990 — 1992
CFSC, Trust
Syracuse University 1977 — 1981
B.A., Economics and International Relations
National Trust and National Graduate Trust School, Northwestern University
CFSC
Michael Samoraj's First Albany Corporation Experience 1983 - 1992
Job Financial Adviser, Money Manager
Industry Financial Services
Experience
Pinnacle Investments 1998 - Present
Paine Webber 1992 - 1998
First Albany Corporation 1983 - 1992
Tuttle Securities 1981 - 1983
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Strategic Financial..., Series 63, Wealth Management, IRAs, Securities, Estate Planning, Series 24
Education
University of South Florida 1977 — 1981
Bachelor of Arts, Finance, General
Henninger High School
Pinnacle Investments 1998 - Present
Paine Webber 1992 - 1998
First Albany Corporation 1983 - 1992
Tuttle Securities 1981 - 1983
Skills
Retirement Planning, Investments, Series 7, Mutual Funds, Retirement, Strategic Financial..., Series 63, Wealth Management, IRAs, Securities, Estate Planning, Series 24
Education
University of South Florida 1977 — 1981
Bachelor of Arts, Finance, General
Henninger High School
Mark Mottolese's First Albany Corporation Experience 1995 - 2006
Job Senior Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2006 - Present
First Albany Corporation 1995 - 2006
First Albany Capital 1994 - 2006
Skills
Series 7, Fixed Income, Capital Markets, High Yield, Bonds, Hedge Funds, Series 63, Bloomberg, Alternative Investments, Equities, Securities, Electronic Trading, Derivatives, Trading, MBS, Portfolio Management, Investments
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1986 — 1989
MBA, Finance
Siena College 1982 — 1986
BBA, Accounting
st catherine of siena
Cantor Fitzgerald September 2006 - Present
First Albany Corporation 1995 - 2006
First Albany Capital 1994 - 2006
Skills
Series 7, Fixed Income, Capital Markets, High Yield, Bonds, Hedge Funds, Series 63, Bloomberg, Alternative Investments, Equities, Securities, Electronic Trading, Derivatives, Trading, MBS, Portfolio Management, Investments
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1986 — 1989
MBA, Finance
Siena College 1982 — 1986
BBA, Accounting
st catherine of siena
Patricia Rosch Carrington's First Albany Corporation Experience May 1991 - June 1998
Job Financial Services Professional
Industry Financial Services
Experience
Harvard University September 2006 - Present
Deutsche Asset Management December 2004 - June 2006
First Albany Corporation May 1991 - June 1998
Alex. Brown & Sons June 1988 - May 1991
Education
University of Delaware
BS, Business Administration
Harvard University
Master of Liberal Arts, English and American Literature and Language
Harvard University September 2006 - Present
Deutsche Asset Management December 2004 - June 2006
First Albany Corporation May 1991 - June 1998
Alex. Brown & Sons June 1988 - May 1991
Education
University of Delaware
BS, Business Administration
Harvard University
Master of Liberal Arts, English and American Literature and Language
Kathleen McCartan Wissing's First Albany Corporation Experience January 1987 - August 1991
Job Teacher at Voorheesville Central School District
Industry Education Management
Experience
Voorheesville Central School District September 1992 - Present
First Albany Corporation January 1987 - August 1991
Skills
Teachers, Elementary Education, Lesson Planning, Classroom Management, Differentiated..., Curriculum Design, Social Studies, Curriculum Development, Literacy, Teaching, K-12, Tutoring, Educational Technology, Language Arts, Teacher Training, Instructional Technology, Curriculum Mapping
Education
The College of Saint Rose 1989 — 1991
MA, Elementary Education
University of Richmond 1982 — 1986
BA, Political Science
Voorheesville Central School District September 1992 - Present
First Albany Corporation January 1987 - August 1991
Skills
Teachers, Elementary Education, Lesson Planning, Classroom Management, Differentiated..., Curriculum Design, Social Studies, Curriculum Development, Literacy, Teaching, K-12, Tutoring, Educational Technology, Language Arts, Teacher Training, Instructional Technology, Curriculum Mapping
Education
The College of Saint Rose 1989 — 1991
MA, Elementary Education
University of Richmond 1982 — 1986
BA, Political Science
Christine Dudgeon's First Albany Corporation Experience October 1989 - November 1997
Job Application Manager at Bank of America
Industry Banking
Experience
Bank of America April 2004 - Present
First Albany Corporation October 1989 - November 1997
Skills
SDLC, Business Analysis, Databases, IT Management, IT Strategy, Integration, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Software Development, Software Project..., Vendor Management, Disaster Recovery, Data Warehousing
Education
Siena College 1985 — 1989
BS, Computer Science
Bank of America April 2004 - Present
First Albany Corporation October 1989 - November 1997
Skills
SDLC, Business Analysis, Databases, IT Management, IT Strategy, Integration, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Software Development, Software Project..., Vendor Management, Disaster Recovery, Data Warehousing
Education
Siena College 1985 — 1989
BS, Computer Science
Joseph O'Connor's First Albany Corporation Experience March 1990 - December 1997
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
John Mennes's First Albany Corporation Experience January 2001 - June 2003
Job VMware / Citrix / Wintel Server Administrator at CompuCom / PSEG
Industry Information Technology and Services
Experience
PSEG February 2013 - Present
HealthTech January 2012 - June 2012
Premio Foods Inc March 2009 - September 2011
GFI Group April 2005 - October 2008
Barclays Capital May 2004 - March 2005
Royal Bank of Scotland July 2003 - April 2004
First Albany Corporation January 2001 - June 2003
Skills
VMware ESX, Windows Server, Symantec Endpoint..., Dell PowerEdge Servers, VMware Infrastructure, Windows 7, Microsoft Exchange, Group Policy, Data Center, HP Proliant, Microsoft Office, Altiris, Cisco VPN, Symantec Backup, Print Servers, Active Directory, Servers, Windows XP Pro, ILO, DNS, DHCP, Kaspersky Antivirus, Mobile Devices, VCP 4, DRAC, Altiris Deployment..., VMware, Kaspersky Security..., MSCE 4.0, Citrix XenCenter, Windows Server 2012, IBM Tivoli, Troubleshooting, Networking, Hardware, Technical Support, Software Installation, Security, Citrix, Infrastructure, Cisco Technologies, System Deployment, SharePoint, Operating Systems, Hyper-V, System Administration, VPN, Windows XP
Education
Global Knowledge Training 2012 — 2012
MCITP: Server Administrator
Global Knowledge Training 2010 — 2010
ESX 4.1
DeVry University of North Brunswick 2003 — 2006
B.S, Network Communication Management 2006
Chubb Institute of Technology 1997 — 1997
MCSE, Windows NT 4.0
Farmingdale State College 1988 — 1993
A.A.S, Computing Graphics
PSEG February 2013 - Present
HealthTech January 2012 - June 2012
Premio Foods Inc March 2009 - September 2011
GFI Group April 2005 - October 2008
Barclays Capital May 2004 - March 2005
Royal Bank of Scotland July 2003 - April 2004
First Albany Corporation January 2001 - June 2003
Skills
VMware ESX, Windows Server, Symantec Endpoint..., Dell PowerEdge Servers, VMware Infrastructure, Windows 7, Microsoft Exchange, Group Policy, Data Center, HP Proliant, Microsoft Office, Altiris, Cisco VPN, Symantec Backup, Print Servers, Active Directory, Servers, Windows XP Pro, ILO, DNS, DHCP, Kaspersky Antivirus, Mobile Devices, VCP 4, DRAC, Altiris Deployment..., VMware, Kaspersky Security..., MSCE 4.0, Citrix XenCenter, Windows Server 2012, IBM Tivoli, Troubleshooting, Networking, Hardware, Technical Support, Software Installation, Security, Citrix, Infrastructure, Cisco Technologies, System Deployment, SharePoint, Operating Systems, Hyper-V, System Administration, VPN, Windows XP
Education
Global Knowledge Training 2012 — 2012
MCITP: Server Administrator
Global Knowledge Training 2010 — 2010
ESX 4.1
DeVry University of North Brunswick 2003 — 2006
B.S, Network Communication Management 2006
Chubb Institute of Technology 1997 — 1997
MCSE, Windows NT 4.0
Farmingdale State College 1988 — 1993
A.A.S, Computing Graphics
Bill Soulier's First Albany Corporation Experience May 1988 - September 1991
Job CoOwner at Sunny Sail Charters LLC
Industry Leisure, Travel & Tourism
Experience
Sunny Sail Charters LLC June 2008 - Present
ReserveAmerica February 1999 - August 2007
Farm Family Insurance September 1991 - February 1999
First Albany Corporation May 1988 - September 1991
Coleco Industries November 1985 - January 1988
Skills
E-commerce, Online Advertising, Social Media Marketing, Strategic Planning, Databases, Entrepreneurship, Strategic Partnerships, Management, Marketing Strategy, Project Management, Team Building, Online Marketing, Business Strategy, Event Management, Start-ups, Leadership, Cloud Computing, Merchant Marine Master, Charterboat Captain
Education
Community College of the Air Force 1976 — 1978
AS Electrical Technician
University of Main at Presque Isle 1973 — 1976
Electrical Engineering
Sunny Sail Charters LLC June 2008 - Present
ReserveAmerica February 1999 - August 2007
Farm Family Insurance September 1991 - February 1999
First Albany Corporation May 1988 - September 1991
Coleco Industries November 1985 - January 1988
Skills
E-commerce, Online Advertising, Social Media Marketing, Strategic Planning, Databases, Entrepreneurship, Strategic Partnerships, Management, Marketing Strategy, Project Management, Team Building, Online Marketing, Business Strategy, Event Management, Start-ups, Leadership, Cloud Computing, Merchant Marine Master, Charterboat Captain
Education
Community College of the Air Force 1976 — 1978
AS Electrical Technician
University of Main at Presque Isle 1973 — 1976
Electrical Engineering
Joseph Herd's First Albany Corporation Experience March 1983 - August 2000
Job Executive Vice President Investments at Janney Montgomery Scott, LLC
Industry Financial Services
Experience
Janney Montgomery Scott, LLC September 2001 - Present
First Union Securities, Inc August 2000 - October 2001
First Albany Corporation March 1983 - August 2000
Education
Florida State University 1976 — 1979
Doctor of Philosophy (PhD)
Janney Montgomery Scott, LLC September 2001 - Present
First Union Securities, Inc August 2000 - October 2001
First Albany Corporation March 1983 - August 2000
Education
Florida State University 1976 — 1979
Doctor of Philosophy (PhD)
Jim Paley's First Albany Corporation Experience August 1984 - August 2000
Job Senior Vice President Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2005 - Present
Salomon Smith Barney September 2000 - December 2005
First Union Securities August 2000 - September 2000
First Albany Corporation August 1984 - August 2000
Prudential-Bache Securities, Ince October 1981 - August 1984
Education
University of Miami 1969 — 1971
Bachelor of Arts (B.A.), Human Relations
Janney Montgomery Scott December 2005 - Present
Salomon Smith Barney September 2000 - December 2005
First Union Securities August 2000 - September 2000
First Albany Corporation August 1984 - August 2000
Prudential-Bache Securities, Ince October 1981 - August 1984
Education
University of Miami 1969 — 1971
Bachelor of Arts (B.A.), Human Relations
Victoria (Smith) Storrs's First Albany Corporation Experience 1997 - 1999
Job Consultant, Economic Development and Infrastructure
Industry Financial Services
Experience
University at Albany 2006 - 2009
NYS Environmental Facilities Corporation 2001 - 2005
Dormitory Authority State of NY June 1999 - May 2001
First Albany Corporation 1997 - 1999
Little, Brown and Company March 1990 - July 1994
IBM June 1985 - July 1987
Skills
Financial transaction..., New business development, Supervision, training,..., Municipal bonds, Infrastructure financing, New York State Local..., Proposal Writing, Finance, Municipal Bonds, Financial Analysis, Investment Banking, Capital Markets, Asset Management, Financial Markets, Analysis
Education
University at Albany 1995 — 1997
Master of Business Administration (MBA), Finance
University at Albany 2009 — 2012
Coursework toward Ph.D., Public Administration
Williams College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
University at Albany 2006 - 2009
NYS Environmental Facilities Corporation 2001 - 2005
Dormitory Authority State of NY June 1999 - May 2001
First Albany Corporation 1997 - 1999
Little, Brown and Company March 1990 - July 1994
IBM June 1985 - July 1987
Skills
Financial transaction..., New business development, Supervision, training,..., Municipal bonds, Infrastructure financing, New York State Local..., Proposal Writing, Finance, Municipal Bonds, Financial Analysis, Investment Banking, Capital Markets, Asset Management, Financial Markets, Analysis
Education
University at Albany 1995 — 1997
Master of Business Administration (MBA), Finance
University at Albany 2009 — 2012
Coursework toward Ph.D., Public Administration
Williams College 1985 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters