Georgeson Shareholder
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Georgeson Shareholder Employees
Employee
Years
Job
Industry
Douglas Shivers Douglas Shivers's Georgeson Shareholder Experience 2000 - 2002
Job Sumitomo Mitsui Trust Bank
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank April 2002 - Present
Georgeson Shareholder 2000 - 2002
Equiserve 1998 - 2000
Chase Manhattan 1997 - 1998
CMSS 1996 - 1998
CMSS 1996 - 1998
Manufacturers Hanover Trust 1983 - 1996
Skills
Corporate Actions, Securities, Equities, Corporate Finance, Bonds, Investor Relations, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, FX Options, Financial Risk, Investment Banking, Options, Portfolio Management, Trading
Education
New Jersey City University 1973 — 1977
BA, Business
Sumitomo Mitsui Trust Bank April 2002 - Present
Georgeson Shareholder 2000 - 2002
Equiserve 1998 - 2000
Chase Manhattan 1997 - 1998
CMSS 1996 - 1998
CMSS 1996 - 1998
Manufacturers Hanover Trust 1983 - 1996
Skills
Corporate Actions, Securities, Equities, Corporate Finance, Bonds, Investor Relations, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, FX Options, Financial Risk, Investment Banking, Options, Portfolio Management, Trading
Education
New Jersey City University 1973 — 1977
BA, Business
John Frank John Frank's Georgeson Shareholder Experience 1996 - 2000
Job Fort Baker Capital LLC
Industry Investment Management
Experience
Fort Baker Capital LLC June 2014 - Present
Pine River Capital Management March 2013 - November 2014
Harbert Management Corporation 2006 - December 2012
Charter Management 2005 - 2006
Miller Asset Management 2003 - 2005
Investment Strategies Fund LP 2000 - 2003
Georgeson Shareholder 1996 - 2000
Skills
Hedge Funds, Equities, Fixed Income, Investments, Venture Capital, Bloomberg, Mergers & Acquisitions, Asset Management, Long/Short Equity, Financial Modeling, Global Macro, Capital Markets, Special Situations, Arbitrage
Education
University of Iowa 1991 — 1995
BA, Finance
Fort Baker Capital LLC June 2014 - Present
Pine River Capital Management March 2013 - November 2014
Harbert Management Corporation 2006 - December 2012
Charter Management 2005 - 2006
Miller Asset Management 2003 - 2005
Investment Strategies Fund LP 2000 - 2003
Georgeson Shareholder 1996 - 2000
Skills
Hedge Funds, Equities, Fixed Income, Investments, Venture Capital, Bloomberg, Mergers & Acquisitions, Asset Management, Long/Short Equity, Financial Modeling, Global Macro, Capital Markets, Special Situations, Arbitrage
Education
University of Iowa 1991 — 1995
BA, Finance
Kristofer A. Love Kristofer A. Love's Georgeson Shareholder Experience September 1996 - May 1998
Job Financial Services
Industry Financial Services
Experience
Educational Testing Consultants 2015 - 2015
Lincoln Heritage Life Insurance Company August 2012 - March 2014
1&1 Internet, Inc. June 2012 - April 2013
ThylakSoft January 2008 - May 2011
Rogers Medical Intelligence Solutions September 2004 - December 2007
Fannie Mae June 2002 - August 2002
Moody's Investors Service May 1998 - August 2001
Georgeson Shareholder September 1996 - May 1998
Fortis Investors June 1995 - August 1996
Skills
Licensed Life & Health..., Strategy, CRM, Project Management, New Business Development, Training, Business Analysis, Account Management, Sales, Data Analysis, Requirements Analysis, Insurance, Health Insurance, Life Insurance, Strategic Planning, Marketing, Team Building, Analysis, Management, Disability Insurance, Nonprofits, Leadership, Coaching, Business Development, Clinical Research, Program Management, Competitive Analysis, Healthcare, Marketing Strategy, Entrepreneurship, Process Improvement, Mergers & Acquisitions, Small Business, Retirement, Customer Acquisition, Credit Analysis, Employee Benefits, Fixed Annuities, Business Strategy
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Business Administration
University of Pennsylvania 1991 — 1995
BA, International Relations
Educational Testing Consultants 2015 - 2015
Lincoln Heritage Life Insurance Company August 2012 - March 2014
1&1 Internet, Inc. June 2012 - April 2013
ThylakSoft January 2008 - May 2011
Rogers Medical Intelligence Solutions September 2004 - December 2007
Fannie Mae June 2002 - August 2002
Moody's Investors Service May 1998 - August 2001
Georgeson Shareholder September 1996 - May 1998
Fortis Investors June 1995 - August 1996
Skills
Licensed Life & Health..., Strategy, CRM, Project Management, New Business Development, Training, Business Analysis, Account Management, Sales, Data Analysis, Requirements Analysis, Insurance, Health Insurance, Life Insurance, Strategic Planning, Marketing, Team Building, Analysis, Management, Disability Insurance, Nonprofits, Leadership, Coaching, Business Development, Clinical Research, Program Management, Competitive Analysis, Healthcare, Marketing Strategy, Entrepreneurship, Process Improvement, Mergers & Acquisitions, Small Business, Retirement, Customer Acquisition, Credit Analysis, Employee Benefits, Fixed Annuities, Business Strategy
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Business Administration
University of Pennsylvania 1991 — 1995
BA, International Relations
Jayne Simpson Jayne Simpson's Georgeson Shareholder Experience July 2005 - December 2005
Job Eligibility Adjudicator, Workplace Safety and Insurance Board
Industry Insurance
Experience
Workplace Safety and Insurance Board (WSIB) May 2014 - Present
Skills for Change January 2014 - May 2014
Youth Employment Services YES January 2011 - January 2014
Youth Employment Services YES August 2009 - January 2011
Youth Employment Services YES March 2008 - August 2009
Youth Employment Services YES January 2006 - March 2008
YouthLink 2005 - 2008
Distress Centres of Toronto 2005 - 2006
Georgeson Shareholder July 2005 - December 2005
York University September 2004 - April 2005
Skills
Customer Service, Psychology, Non-profits, Community Outreach, Program Management, Program Development, Operating Budgets, Supervision, Youth Programs, Youth Empowerment, Employment Training, Nonprofits, Interviews, Workshop Facilitation, Proposal Writing, Job Search, Job Coaching, Resume Writing, Job Search Strategies, Volunteer Management, Training, Volunteer Recruiting, Case Managment, Cover Letters, Social Services, High Organizational..., Career Development, Case Management, Interview Preparation, Conflict Resolution, Workshop Development
Education
York University 1998 — 2005
Bachelor of Arts, Honours, Psychology, Communication Studies
Seneca College of Applied Arts and Technology 1999 — 2002
Creative Advertising Program
Workplace Safety and Insurance Board (WSIB) May 2014 - Present
Skills for Change January 2014 - May 2014
Youth Employment Services YES January 2011 - January 2014
Youth Employment Services YES August 2009 - January 2011
Youth Employment Services YES March 2008 - August 2009
Youth Employment Services YES January 2006 - March 2008
YouthLink 2005 - 2008
Distress Centres of Toronto 2005 - 2006
Georgeson Shareholder July 2005 - December 2005
York University September 2004 - April 2005
Skills
Customer Service, Psychology, Non-profits, Community Outreach, Program Management, Program Development, Operating Budgets, Supervision, Youth Programs, Youth Empowerment, Employment Training, Nonprofits, Interviews, Workshop Facilitation, Proposal Writing, Job Search, Job Coaching, Resume Writing, Job Search Strategies, Volunteer Management, Training, Volunteer Recruiting, Case Managment, Cover Letters, Social Services, High Organizational..., Career Development, Case Management, Interview Preparation, Conflict Resolution, Workshop Development
Education
York University 1998 — 2005
Bachelor of Arts, Honours, Psychology, Communication Studies
Seneca College of Applied Arts and Technology 1999 — 2002
Creative Advertising Program
Danielle Hawkins Danielle Hawkins's Georgeson Shareholder Experience January 2005 - May 2005
Job Real Estate Agent at FILLMORE REAL ESTATE
Industry Nonprofit Organization Management
Experience
FILLMORE REAL ESTATE July 2014 - Present
Graham Windham November 2008 - Present
Little Flower Children and Family Services May 2005 - November 2008
BP Vance Real Estate Inc. November 2005 - May 2006
Georgeson Shareholder January 2005 - May 2005
Skills
Program Development, Community Outreach, Nonprofits, Fundraising, Psychotherapy, Volunteer Management, Case Management, Grant Writing, Event Planning, Public Speaking, Program Evaluation, Social Services, Youth Development, Career Counseling, Research, Conflict Resolution, Staff Development, Spanish, PowerPoint, Microsoft Office
Education
Binghamton University 1998 — 2004
Dominican Commerical High School
FILLMORE REAL ESTATE July 2014 - Present
Graham Windham November 2008 - Present
Little Flower Children and Family Services May 2005 - November 2008
BP Vance Real Estate Inc. November 2005 - May 2006
Georgeson Shareholder January 2005 - May 2005
Skills
Program Development, Community Outreach, Nonprofits, Fundraising, Psychotherapy, Volunteer Management, Case Management, Grant Writing, Event Planning, Public Speaking, Program Evaluation, Social Services, Youth Development, Career Counseling, Research, Conflict Resolution, Staff Development, Spanish, PowerPoint, Microsoft Office
Education
Binghamton University 1998 — 2004
Dominican Commerical High School
Enrica Sighinolfi Enrica Sighinolfi's Georgeson Shareholder Experience April 2010 - May 2010
Job Chief People & PR Officer & Founding Member @ Opportunity Network | Global Shaper @ WEF | BCG Alumna
Industry Financial Services
Experience
Opportunity Network January 2015 - Present
World Economic Forum March 2013 - Present
Guggenheim Museum September 2014 - December 2014
The Boston Consulting Group April 2011 - September 2013
Procter & Gamble January 2011 - March 2011
Georgeson Shareholder April 2010 - May 2010
Education
LUISS Guido Carli University 2009 — 2011
Master's Degree, Business Administration and Management, General, 110 cum laude (GPA: 4.0/4)
ESCP Europe 2010 — 2010
Exchange Student, Master in Management
Università degli Studi di Modena e Reggio Emilia 2007 — 2009
Bachelor's degree, Business/Managerial Economics, 110 cum laude (GPA: 3.85/4)
Christie's Education 2013 — 2014
Master's Degree, Art History and Art Business, GPA: 4.0
Opportunity Network January 2015 - Present
World Economic Forum March 2013 - Present
Guggenheim Museum September 2014 - December 2014
The Boston Consulting Group April 2011 - September 2013
Procter & Gamble January 2011 - March 2011
Georgeson Shareholder April 2010 - May 2010
Education
LUISS Guido Carli University 2009 — 2011
Master's Degree, Business Administration and Management, General, 110 cum laude (GPA: 4.0/4)
ESCP Europe 2010 — 2010
Exchange Student, Master in Management
Università degli Studi di Modena e Reggio Emilia 2007 — 2009
Bachelor's degree, Business/Managerial Economics, 110 cum laude (GPA: 3.85/4)
Christie's Education 2013 — 2014
Master's Degree, Art History and Art Business, GPA: 4.0
Joseph Carlson Joseph Carlson's Georgeson Shareholder Experience 1999 - 2004
Job IT Development Manager at Computershare
Industry Financial Services
Experience
Computershare December 2004 - Present
Georgeson Shareholder 1999 - 2004
Kissel-Blake Inc September 1987 - October 1998
Skills
Corporate Actions, Project Management, Oracle, Databases, Web Applications, Management, Business Analysis, Vendor Management, PL/SQL, Strategic Planning, Equities, Business Process..., Strategy, Business Intelligence, Capital Markets, Financial Services, Securities, Mergers & Acquisitions
Education
New York University 1982 — 1985
Bachelor of Arts (BA), Computer Science
Computershare December 2004 - Present
Georgeson Shareholder 1999 - 2004
Kissel-Blake Inc September 1987 - October 1998
Skills
Corporate Actions, Project Management, Oracle, Databases, Web Applications, Management, Business Analysis, Vendor Management, PL/SQL, Strategic Planning, Equities, Business Process..., Strategy, Business Intelligence, Capital Markets, Financial Services, Securities, Mergers & Acquisitions
Education
New York University 1982 — 1985
Bachelor of Arts (BA), Computer Science
Carlo Camarda Carlo Camarda's Georgeson Shareholder Experience 2008 - Present
Job Administrator at Georgeson Shareholder
Industry Financial Services
Experience
Georgeson Shareholder 2008 - Present
UNITE HERE May 2008 - May 2008
McDonald's Corporation 2001 - 2008
Skills
Customer Service, Analysis, Training, Banking, Financial Analysis, Leadership, Finance, Teamwork, Customer Satisfaction, Change Management, Risk Management, Team Leadership, Negotiation, Securities, Research, French, Microsoft Excel, Management, Business Strategy, PowerPoint, Business Analysis, Microsoft Office, Microsoft Word, Investments, Project Management, Outlook, Corporate Actions, Time Management, Coaching, Team Building, English, Employee Relations, Strategy, Business Planning, Italian, Employee Engagement, Teaching, Data Analysis, Corporate Communications, Mergers & Acquisitions, Assets Recovery, Institutional..., Capital Markets, Equities, Financial Services, Stock Management
Education
Concordia University 2004 — 2008
Bachelor of Arts, Philosophy
Oxford Seminars 2007 — 2007
Certificate, Teaching English
Georgeson Shareholder 2008 - Present
UNITE HERE May 2008 - May 2008
McDonald's Corporation 2001 - 2008
Skills
Customer Service, Analysis, Training, Banking, Financial Analysis, Leadership, Finance, Teamwork, Customer Satisfaction, Change Management, Risk Management, Team Leadership, Negotiation, Securities, Research, French, Microsoft Excel, Management, Business Strategy, PowerPoint, Business Analysis, Microsoft Office, Microsoft Word, Investments, Project Management, Outlook, Corporate Actions, Time Management, Coaching, Team Building, English, Employee Relations, Strategy, Business Planning, Italian, Employee Engagement, Teaching, Data Analysis, Corporate Communications, Mergers & Acquisitions, Assets Recovery, Institutional..., Capital Markets, Equities, Financial Services, Stock Management
Education
Concordia University 2004 — 2008
Bachelor of Arts, Philosophy
Oxford Seminars 2007 — 2007
Certificate, Teaching English
Andrew John Ohar's Georgeson Shareholder Experience November 1998 - July 2000
Job Inventory Manager; Accountant/Auditor; CPA Candidate
Industry Accounting
Experience
AutoZone September 2012 - Present
Ohar Photography, LLC March 2003 - Present
WoodCPA*Plus P.C. September 2012 - February 2013
New York City Comptroller's Office September 2000 - January 2003
Georgeson Shareholder November 1998 - July 2000
RHI-Accountemps March 1998 - November 1998
Skills
Accounting, Audit, Compliance, Spreadsheets, Auditing, Microsoft Excel, Analysis, Accounts Receivable, Access
Education
City University of New York-College of Staten Island 1993 — 1997
BS/BS, Accounting/International Business
Wagner College 1988 — 1990
Arts Administration (Concentration: Music)
Monsignor Farrell High School
AutoZone September 2012 - Present
Ohar Photography, LLC March 2003 - Present
WoodCPA*Plus P.C. September 2012 - February 2013
New York City Comptroller's Office September 2000 - January 2003
Georgeson Shareholder November 1998 - July 2000
RHI-Accountemps March 1998 - November 1998
Skills
Accounting, Audit, Compliance, Spreadsheets, Auditing, Microsoft Excel, Analysis, Accounts Receivable, Access
Education
City University of New York-College of Staten Island 1993 — 1997
BS/BS, Accounting/International Business
Wagner College 1988 — 1990
Arts Administration (Concentration: Music)
Monsignor Farrell High School
Kristina O'Meally Kristina O'Meally's Georgeson Shareholder Experience June 2010 - July 2010
Job Security & Risk Reporting Manager, North America at Computershare
Industry Financial Services
Experience
Computershare July 2014 - Present
Computershare October 2012 - June 2014
Computershare June 2010 - September 2012
Georgeson Shareholder June 2010 - July 2010
Computershare June 2009 - August 2009
Skills
Analysis, Management, Program Management, Marketing, Research, Microsoft Excel, Portfolio Management, Accounting, Business Analysis, Project Management, Corporate Governance, Proposal Writing, Operations Management, Databases, Management Consulting, Financial Analysis, Business Strategy, Strategy, Strategic Planning, Governance, Social Media, Microsoft Word, Business Process..., Data Analysis, Financial Services, Risk Management, Microsoft Office, Change Management, Process Improvement
Education
Rutgers Business School 2015 — 2016
Master of Accounting, Accounting
Georgetown University 2007 — 2010
Bachelor of Science (BS), Operations & Information Management and New & Small Business Management
2003 - 2007 Bay Shore High School 2003 — 2007
Computershare July 2014 - Present
Computershare October 2012 - June 2014
Computershare June 2010 - September 2012
Georgeson Shareholder June 2010 - July 2010
Computershare June 2009 - August 2009
Skills
Analysis, Management, Program Management, Marketing, Research, Microsoft Excel, Portfolio Management, Accounting, Business Analysis, Project Management, Corporate Governance, Proposal Writing, Operations Management, Databases, Management Consulting, Financial Analysis, Business Strategy, Strategy, Strategic Planning, Governance, Social Media, Microsoft Word, Business Process..., Data Analysis, Financial Services, Risk Management, Microsoft Office, Change Management, Process Improvement
Education
Rutgers Business School 2015 — 2016
Master of Accounting, Accounting
Georgetown University 2007 — 2010
Bachelor of Science (BS), Operations & Information Management and New & Small Business Management
2003 - 2007 Bay Shore High School 2003 — 2007
Mike Cody ☁ Mike Cody ☁'s Georgeson Shareholder Experience March 2009 - July 2009
Job Consultant at Bluewolf
Industry Information Technology and Services
Experience
Bluewolf August 2014 - Present
Bluewolf July 2013 - December 2014
Bluewolf June 2013 - July 2013
Bluewolf July 2012 - June 2013
ZocDoc March 2012 - June 2012
Infinity Consulting Solutions July 2011 - March 2012
One Kings Lane 2011 - 2011
Georgeson Shareholder March 2009 - July 2009
Redding Recycling Center July 2006 - October 2007
Skills
Research, Recruiting, IT Recruitment, Technical Recruiting, Cold Calling, Talent Pipelining, Closing Business, Qualifying Candidates, Social Recruiting, Resume Writing, Screening Resumes, Permanent Placement, Staffing Services, Internet Recruiting, Interviewing Skills, Phone Screens, Salesforce.com, CRM, Account Management, Consulting, Business Development, Benefits Negotiation, Business Analysis, Requirements Gathering, Business Process..., Business Process..., Reporting & Analysis, Talent Management, College Recruiting, Screening, Sourcing, Contract Recruitment, Interviews, Training, Strategy, Business Process, Applicant Tracking..., SaaS, Cloud Computing, Enterprise Software, Management, Agile Methodologies, Project Management, Requirements Analysis, Databases
Education
Pace University 2008 — 2011
Bachelor of Arts, Psychology
Western Connecticut State University 2007 — 2008
Bachelor of Arts (B.A.), Psychology
Southern Connecticut State University 2006 — 2007
Psychology
Bluewolf August 2014 - Present
Bluewolf July 2013 - December 2014
Bluewolf June 2013 - July 2013
Bluewolf July 2012 - June 2013
ZocDoc March 2012 - June 2012
Infinity Consulting Solutions July 2011 - March 2012
One Kings Lane 2011 - 2011
Georgeson Shareholder March 2009 - July 2009
Redding Recycling Center July 2006 - October 2007
Skills
Research, Recruiting, IT Recruitment, Technical Recruiting, Cold Calling, Talent Pipelining, Closing Business, Qualifying Candidates, Social Recruiting, Resume Writing, Screening Resumes, Permanent Placement, Staffing Services, Internet Recruiting, Interviewing Skills, Phone Screens, Salesforce.com, CRM, Account Management, Consulting, Business Development, Benefits Negotiation, Business Analysis, Requirements Gathering, Business Process..., Business Process..., Reporting & Analysis, Talent Management, College Recruiting, Screening, Sourcing, Contract Recruitment, Interviews, Training, Strategy, Business Process, Applicant Tracking..., SaaS, Cloud Computing, Enterprise Software, Management, Agile Methodologies, Project Management, Requirements Analysis, Databases
Education
Pace University 2008 — 2011
Bachelor of Arts, Psychology
Western Connecticut State University 2007 — 2008
Bachelor of Arts (B.A.), Psychology
Southern Connecticut State University 2006 — 2007
Psychology
Marion Manigo Marion Manigo's Georgeson Shareholder Experience 1984 - 1989
Job Life Coach Author ~ YOU The Chooser: Single Parenting From Your Highest Self
Industry Market Research
Experience
YOU - The Chooser: Single Parenting From Your Highest Self September 2013 - Present
AARP December 2011 - December 2013
AARP September 2010 - January 2012
American Express September 1998 - June 2007
Future Focus of New York, Ltd. August 1989 - September 1998
Georgeson Shareholder 1984 - 1989
Skills
Fundraising, Qualitative Research, Non-profits, Nonprofits, Leadership Development, Volunteer Management, Event Planning, Entrepreneurship, Conflict Resolution, Community Outreach, Workshop Facilitation, Teaching, Training, Public Speaking, Organizational..., Strategic Planning, Public Relations, Program Management, Program Development, Leadership, Social Networking, Staff Development
Education
Duke University 2007 — 2010
Writing
City University of New York-Queens College 2002 — 2005
BA, Sociology
University of California, Berkeley 2001 — 2002
MA/Ph.D Candidate, Sociology
New York University 1985 — 1989
Business Administration
YOU - The Chooser: Single Parenting From Your Highest Self September 2013 - Present
AARP December 2011 - December 2013
AARP September 2010 - January 2012
American Express September 1998 - June 2007
Future Focus of New York, Ltd. August 1989 - September 1998
Georgeson Shareholder 1984 - 1989
Skills
Fundraising, Qualitative Research, Non-profits, Nonprofits, Leadership Development, Volunteer Management, Event Planning, Entrepreneurship, Conflict Resolution, Community Outreach, Workshop Facilitation, Teaching, Training, Public Speaking, Organizational..., Strategic Planning, Public Relations, Program Management, Program Development, Leadership, Social Networking, Staff Development
Education
Duke University 2007 — 2010
Writing
City University of New York-Queens College 2002 — 2005
BA, Sociology
University of California, Berkeley 2001 — 2002
MA/Ph.D Candidate, Sociology
New York University 1985 — 1989
Business Administration
Francis Byrd Francis Byrd's Georgeson Shareholder Experience August 1991 - October 1992
Job CEO, Byrd Governance Advisory
Industry Financial Services
Experience
Byrd Governance Advisory January 2015 - Present
TIAA-CREF April 2014 - December 2014
Office of the Treasurer, State of Connecticut February 2013 - April 2014
Laurel Hill Advisory Group September 2010 - November 2012
The Altman Group February 2009 - August 2010
BYRDGovernance March 2008 - February 2009
Moody’s Investors Service November 2003 - December 2007
New York City Comptroller’s Office - New York City Pension Funds June 1993 - November 2003
Georgeson Shareholder August 1991 - October 1992
Neuberger Berman 1989 - 1991
Skills
Investor Relations, Corporate Governance, Mergers, Strategic Planning, Research, Corporate Social..., Social Media, Business Strategy, Risk Management, Investments, Governance, Securities, Equities, Corporate Communications, Public Speaking, Analysis, Strategic Communications, Project Management, Media Relations, Capital Markets, Non-profits, Crisis Communications, Strategy, Leadership, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Hedge Funds, Management Consulting, Corporate Finance, Nonprofits, Executive Management, Corporate Law, Portfolio Management, Asset Management, Private Equity, Management, Public Policy, Policy, Competitive Analysis, IPO, Emerging Markets, Rating, Policy Analysis, Investment Management, Persistence
Education
City University of New York-Hunter College 1978 — 1990
BA, Media Communications
Byrd Governance Advisory January 2015 - Present
TIAA-CREF April 2014 - December 2014
Office of the Treasurer, State of Connecticut February 2013 - April 2014
Laurel Hill Advisory Group September 2010 - November 2012
The Altman Group February 2009 - August 2010
BYRDGovernance March 2008 - February 2009
Moody’s Investors Service November 2003 - December 2007
New York City Comptroller’s Office - New York City Pension Funds June 1993 - November 2003
Georgeson Shareholder August 1991 - October 1992
Neuberger Berman 1989 - 1991
Skills
Investor Relations, Corporate Governance, Mergers, Strategic Planning, Research, Corporate Social..., Social Media, Business Strategy, Risk Management, Investments, Governance, Securities, Equities, Corporate Communications, Public Speaking, Analysis, Strategic Communications, Project Management, Media Relations, Capital Markets, Non-profits, Crisis Communications, Strategy, Leadership, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Hedge Funds, Management Consulting, Corporate Finance, Nonprofits, Executive Management, Corporate Law, Portfolio Management, Asset Management, Private Equity, Management, Public Policy, Policy, Competitive Analysis, IPO, Emerging Markets, Rating, Policy Analysis, Investment Management, Persistence
Education
City University of New York-Hunter College 1978 — 1990
BA, Media Communications
Jessena Taylor's Georgeson Shareholder Experience September 2011 - January 2012
Job Director Fulfillment Center at ValMark Securities
Industry Financial Services
Experience
ValMark Securities January 2015 - Present
ValMark Securities April 2012 - December 2014
Georgeson Shareholder September 2011 - January 2012
US Bank February 2010 - June 2011
Skills
Financial Analysis, Manage Client..., Strategic Planning, Business Development, Strategic Communications, Life Insurance, Underwriting, Microsoft Excel, Financial Modeling, Leadership, Insurance, Finance, Process Improvement, New Business Development, Marketing, CRM
Education
Bethel University 2009 — 2011
Bachelor of Arts, International Business and Finance
John Cabot University 2011 — 2011
Visiting International Student, International Business and Italian Language Studies
TEACH Institute 2002 — 2006
ValMark Securities January 2015 - Present
ValMark Securities April 2012 - December 2014
Georgeson Shareholder September 2011 - January 2012
US Bank February 2010 - June 2011
Skills
Financial Analysis, Manage Client..., Strategic Planning, Business Development, Strategic Communications, Life Insurance, Underwriting, Microsoft Excel, Financial Modeling, Leadership, Insurance, Finance, Process Improvement, New Business Development, Marketing, CRM
Education
Bethel University 2009 — 2011
Bachelor of Arts, International Business and Finance
John Cabot University 2011 — 2011
Visiting International Student, International Business and Italian Language Studies
TEACH Institute 2002 — 2006
Dan Onori Dan Onori's Georgeson Shareholder Experience November 2003 - July 2004
Job Senior Account Executive at Nagarro
Industry Computer Software
Experience
Nagarro May 2014 - Present
Messagemind Inc.(Cloud) June 2012 - January 2014
Visual Graphic Systems, Inc. December 2010 - May 2012
Send Word Now June 2009 - December 2010
Argraph Corporation August 2004 - June 2009
Georgeson Shareholder November 2003 - July 2004
Industry Media January 2002 - September 2003
AMS August 1998 - September 2001
Skills
Enterprise Software, Solution Selling, New Business Development, Analytics, Strategic Partnerships, SaaS, Lead Generation, Mobile Devices, Sales Management, Go-to-market Strategy, CRM, Collaboration Solutions, Business Strategy, Start-ups, Business Development, Global Business..., International Sales, Forecasting, Strategy, Direct Sales, Salesforce.com, Sales Presentations, Enterprise Technology..., Account Management, Mobile Technology, Mobile Applications, Project Management, Market Research, Fortune 500, Sales Cycle Management, C-Level Sales, Media Production, Creative Services, Creative Solutions, Designs, Branding Initiatives, Pipeline Development, Pipeline Management, Development of..., Key Account..., Private Cloud, Business Intelligence..., Marketing Strategy, Email Marketing, Deal Execution, Business Intelligence, Contract Negotiation, Software Project...
Education
East Stroudsburg University of Pennsylvania 1993 — 1998
Bachelor of Science (B.S.), Media Communications
Nagarro May 2014 - Present
Messagemind Inc.(Cloud) June 2012 - January 2014
Visual Graphic Systems, Inc. December 2010 - May 2012
Send Word Now June 2009 - December 2010
Argraph Corporation August 2004 - June 2009
Georgeson Shareholder November 2003 - July 2004
Industry Media January 2002 - September 2003
AMS August 1998 - September 2001
Skills
Enterprise Software, Solution Selling, New Business Development, Analytics, Strategic Partnerships, SaaS, Lead Generation, Mobile Devices, Sales Management, Go-to-market Strategy, CRM, Collaboration Solutions, Business Strategy, Start-ups, Business Development, Global Business..., International Sales, Forecasting, Strategy, Direct Sales, Salesforce.com, Sales Presentations, Enterprise Technology..., Account Management, Mobile Technology, Mobile Applications, Project Management, Market Research, Fortune 500, Sales Cycle Management, C-Level Sales, Media Production, Creative Services, Creative Solutions, Designs, Branding Initiatives, Pipeline Development, Pipeline Management, Development of..., Key Account..., Private Cloud, Business Intelligence..., Marketing Strategy, Email Marketing, Deal Execution, Business Intelligence, Contract Negotiation, Software Project...
Education
East Stroudsburg University of Pennsylvania 1993 — 1998
Bachelor of Science (B.S.), Media Communications
Arnel Santiago Arnel Santiago's Georgeson Shareholder Experience October 1999 - February 2004
Job Marketing Analytics Professional
Industry Marketing and Advertising
Experience
VML July 2015 - Present
BBDO March 2014 - May 2015
JWT June 2013 - March 2014
JWT January 2011 - May 2013
JWT August 2007 - December 2010
Deutsch Inc. February 2004 - August 2007
Georgeson Shareholder October 1999 - February 2004
DOAR Litigation Consulting 1991 - 1996
Education
State University of New York at Binghamton 1995 — 1999
BA, Mathematical Science & Economics
VML July 2015 - Present
BBDO March 2014 - May 2015
JWT June 2013 - March 2014
JWT January 2011 - May 2013
JWT August 2007 - December 2010
Deutsch Inc. February 2004 - August 2007
Georgeson Shareholder October 1999 - February 2004
DOAR Litigation Consulting 1991 - 1996
Education
State University of New York at Binghamton 1995 — 1999
BA, Mathematical Science & Economics
Eugene Louie Eugene Louie's Georgeson Shareholder Experience February 1994 - February 2008
Job Senior Vice President at D.F. King & Co., Inc.
Industry Information Services
Experience
D.F. King & Co. July 2014 - Present
Phoenix Advisory Partners July 2010 - July 2014
Laurel Hill Advisory Group, LLC February 2008 - July 2010
Georgeson Shareholder February 1994 - February 2008
shareholder 1993 - 2007
Skills
Mergers & Acquisitions, Investor Relations, Hedge Funds, Securities, Finance, Financial Services, Project Management, Capital Markets, Mutual Funds, Asset Managment, Investments, Corporate Finance, Asset Management, Corporate Actions, Fixed Income, Vendor Management, Governance, IPO, Corporate Communications, Relationship Management, Mergers, Alternative Investments, Private Equity, Management, Equities, Due Diligence, Shareholder, Corporate Governance, Risk Management, Account Management, Business Strategy, Strategic Planning, Executive Pay, Series 63, Series 7, Financial Markets, Banking
Education
University at Albany, SUNY 1989 — 1993
Midwood High School
D.F. King & Co. July 2014 - Present
Phoenix Advisory Partners July 2010 - July 2014
Laurel Hill Advisory Group, LLC February 2008 - July 2010
Georgeson Shareholder February 1994 - February 2008
shareholder 1993 - 2007
Skills
Mergers & Acquisitions, Investor Relations, Hedge Funds, Securities, Finance, Financial Services, Project Management, Capital Markets, Mutual Funds, Asset Managment, Investments, Corporate Finance, Asset Management, Corporate Actions, Fixed Income, Vendor Management, Governance, IPO, Corporate Communications, Relationship Management, Mergers, Alternative Investments, Private Equity, Management, Equities, Due Diligence, Shareholder, Corporate Governance, Risk Management, Account Management, Business Strategy, Strategic Planning, Executive Pay, Series 63, Series 7, Financial Markets, Banking
Education
University at Albany, SUNY 1989 — 1993
Midwood High School
Bruce H. Goldfarb Bruce H. Goldfarb's Georgeson Shareholder Experience February 2001 - September 2007
Job President and CEO of Okapi Partners LLC, the Proxy Solicitation Firm
Industry Public Relations and Communications
Experience
Okapi Partners LLC January 2008 - Present
Georgeson Shareholder February 2001 - September 2007
Scudder Investments February 1997 - January 2001
Cravath, Swaine & Moore LLP October 1990 - January 1997
Skills
Corporate Governance, Securities, Investor Relations, Mergers, Hedge Funds, Private Equity, IPO, Corporate Law, Securities Regulation, Venture Capital, Capital Markets, Equities, Due Diligence, Private Placements, Corporate Finance, Investments, Asset Managment, Executive Pay, Proxy Contests, Strategy, M&A experience, Mergers & Acquisitions, Start-ups, Joint Ventures, Alternative Investments, Restructuring, Asset Management, Corporate Development, Acquisitions, Emerging Markets, Financial Modeling, Financial Services, Financial Structuring, Investment Banking, Investment Management, Leveraged Finance, Structured Finance
Education
Columbia Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
B.A., History of Art
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Finance
Okapi Partners LLC January 2008 - Present
Georgeson Shareholder February 2001 - September 2007
Scudder Investments February 1997 - January 2001
Cravath, Swaine & Moore LLP October 1990 - January 1997
Skills
Corporate Governance, Securities, Investor Relations, Mergers, Hedge Funds, Private Equity, IPO, Corporate Law, Securities Regulation, Venture Capital, Capital Markets, Equities, Due Diligence, Private Placements, Corporate Finance, Investments, Asset Managment, Executive Pay, Proxy Contests, Strategy, M&A experience, Mergers & Acquisitions, Start-ups, Joint Ventures, Alternative Investments, Restructuring, Asset Management, Corporate Development, Acquisitions, Emerging Markets, Financial Modeling, Financial Services, Financial Structuring, Investment Banking, Investment Management, Leveraged Finance, Structured Finance
Education
Columbia Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
B.A., History of Art
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Econ, Finance
Adrian Adams Adrian Adams's Georgeson Shareholder Experience October 1999 - June 2002
Job Licensed Saleperson at Charles Rutenberg Realty
Industry Real Estate
Experience
Charles Rutenberg Realty May 2009 - Present
Citi Habitats November 2002 - September 2004
Citi Habitats November 2002 - September 2004
Georgeson Shareholder October 1999 - June 2002
Education
City University of New York
Communications
Charles Rutenberg Realty May 2009 - Present
Citi Habitats November 2002 - September 2004
Citi Habitats November 2002 - September 2004
Georgeson Shareholder October 1999 - June 2002
Education
City University of New York
Communications
Leahruth Jemilo Leahruth Jemilo's Georgeson Shareholder Experience November 2010 - Present
Job Managing Director, Strategic Planning & Business Development
Industry Financial Services
Experience
Georgeson November 2010 - Present
Georgeson Shareholder November 2010 - Present
StreetWise Partners March 2009 - August 2014
New York City Campaign Finance Board January 2009 - October 2010
Obama for America August 2008 - November 2008
US Congress June 2007 - September 2007
Skills
Resume Writing, Policy Analysis, Business Development, Non-profits, Public Policy
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Carleton College 2004 — 2008
Bachelor of Arts, Political Science
Walter Payton College Preparatory High School 2000 — 2004
North Park Elementary School
Georgeson November 2010 - Present
Georgeson Shareholder November 2010 - Present
StreetWise Partners March 2009 - August 2014
New York City Campaign Finance Board January 2009 - October 2010
Obama for America August 2008 - November 2008
US Congress June 2007 - September 2007
Skills
Resume Writing, Policy Analysis, Business Development, Non-profits, Public Policy
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Carleton College 2004 — 2008
Bachelor of Arts, Political Science
Walter Payton College Preparatory High School 2000 — 2004
North Park Elementary School
Craig Thomas , ECC VBA Craig Thomas , ECC VBA's Georgeson Shareholder Experience December 1999 - September 2001
Job Entrepreneur
Industry Leisure, Travel & Tourism
Experience
Go C.R.A.I.G. Travel September 2006 - Present
HIP May 2005 - July 2007
HIP February 2004 - May 2005
Georgeson Shareholder December 1999 - September 2001
Georgeson Shareholder June 1997 - November 1999
Skills
Customer Service, Vendor Management, Health Insurance, Team Building, Business Analysis, Leadership, Lotus Notes, Team Leadership, Account Management, Coaching, Microsoft Excel, Training, Call Centers, Data Analysis, Social Networking, Cruises, Online Travel, Vacation, Social Media Marketing, Leisure Travel, Travel Planning, Program Management, Employee Benefits, Time Management, Strategic Planning, Online Advertising, Tour Operators, Online Marketing, Marketing, Travel Management, Event Planning, Incentives, Leisure, Tourism, Travel Insurance, Social Media, Recruiting, Sales, Project Management, Customer Satisfaction, Management, Process Improvement
Education
Kingsborough Community College 1983 — 1985
Computer Programming
Go C.R.A.I.G. Travel September 2006 - Present
HIP May 2005 - July 2007
HIP February 2004 - May 2005
Georgeson Shareholder December 1999 - September 2001
Georgeson Shareholder June 1997 - November 1999
Skills
Customer Service, Vendor Management, Health Insurance, Team Building, Business Analysis, Leadership, Lotus Notes, Team Leadership, Account Management, Coaching, Microsoft Excel, Training, Call Centers, Data Analysis, Social Networking, Cruises, Online Travel, Vacation, Social Media Marketing, Leisure Travel, Travel Planning, Program Management, Employee Benefits, Time Management, Strategic Planning, Online Advertising, Tour Operators, Online Marketing, Marketing, Travel Management, Event Planning, Incentives, Leisure, Tourism, Travel Insurance, Social Media, Recruiting, Sales, Project Management, Customer Satisfaction, Management, Process Improvement
Education
Kingsborough Community College 1983 — 1985
Computer Programming
Jim Kroll's Georgeson Shareholder Experience 2000 - 2001
Job Director at Towers Watson
Industry Management Consulting
Experience
Towers Watson July 2005 - Present
Mellon Investor Services 2002 - 2005
Georgeson Shareholder 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Institutional Shareholder Services 1992 - 1998
Skills
Corporate Governance, Executive Compensation, Executive Pay, Governance
Education
Assumption College 1983 — 1987
BA, Foreign Languages
Towers Watson July 2005 - Present
Mellon Investor Services 2002 - 2005
Georgeson Shareholder 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Institutional Shareholder Services 1992 - 1998
Skills
Corporate Governance, Executive Compensation, Executive Pay, Governance
Education
Assumption College 1983 — 1987
BA, Foreign Languages
Clifford Athouriste Clifford Athouriste's Georgeson Shareholder Experience August 2011 - December 2012
Job Assistant Manager at Jos. A. Bank Clothiers
Industry Consumer Services
Experience
Jos. A. Bank Clothiers October 2012 - Present
Georgeson Shareholder August 2011 - December 2012
Computershare Fund Services May 2009 - June 2011
Four Points by Sheraton September 2008 - January 2010
Workout World December 2008 - October 2009
Skills
Leadership, Social Media, Customer Service, Sales, Time Management, Training, Coaching, Public Speaking, Management, Research, Social Networking
Education
University of Massachusetts Dartmouth
Bachelor's of Business, Accounting
Massasoit Community College
Bachelor's of Business, Accounting
Jos. A. Bank Clothiers October 2012 - Present
Georgeson Shareholder August 2011 - December 2012
Computershare Fund Services May 2009 - June 2011
Four Points by Sheraton September 2008 - January 2010
Workout World December 2008 - October 2009
Skills
Leadership, Social Media, Customer Service, Sales, Time Management, Training, Coaching, Public Speaking, Management, Research, Social Networking
Education
University of Massachusetts Dartmouth
Bachelor's of Business, Accounting
Massasoit Community College
Bachelor's of Business, Accounting
Robert Chisholm Robert Chisholm's Georgeson Shareholder Experience August 2005 - December 2005
Job KYC Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2013 - Present
TD Securities April 2011 - February 2012
CIBC World Markets May 2011 - September 2011
HSBC July 2006 - September 2010
TD Bank December 2005 - March 2006
Georgeson Shareholder August 2005 - December 2005
Cambridge Mercantile June 2004 - February 2005
Skills
Investigation, Performance Metrics, Compliance, Capital Markets, Derivatives, Equities, Fixed Income, AML, Back Office, Securities, Trading, FX, Banking, Risk Management, Customer Relations, Excel, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Word, Customer Service, Documentation, KYC, Due Diligence, Canadian Securities..., Settlements, Bloomberg, Credit, Financial Risk, Microsoft Word, Middle Office, Software Documentation, FX Options, Financial Markets, Settlement, Microsoft Excel, Anti Money Laundering
Education
Carleton University 1990 — 1994
B Comm
RBC Capital Markets June 2013 - Present
TD Securities April 2011 - February 2012
CIBC World Markets May 2011 - September 2011
HSBC July 2006 - September 2010
TD Bank December 2005 - March 2006
Georgeson Shareholder August 2005 - December 2005
Cambridge Mercantile June 2004 - February 2005
Skills
Investigation, Performance Metrics, Compliance, Capital Markets, Derivatives, Equities, Fixed Income, AML, Back Office, Securities, Trading, FX, Banking, Risk Management, Customer Relations, Excel, Problem Solving, Microsoft Office, Negotiation, PowerPoint, Word, Customer Service, Documentation, KYC, Due Diligence, Canadian Securities..., Settlements, Bloomberg, Credit, Financial Risk, Microsoft Word, Middle Office, Software Documentation, FX Options, Financial Markets, Settlement, Microsoft Excel, Anti Money Laundering
Education
Carleton University 1990 — 1994
B Comm
Asher Susswein Asher Susswein's Georgeson Shareholder Experience 2005 - 2006
Job Production Photographer at The Shaw Project Theater Company
Industry Information Services
Experience
The Shaw Project - Theater Company November 2010 - Present
Harlem Children Society 2010 - 2010
The Altman Group January 2009 - March 2009
DF King March 2008 - June 2008
ACS September 2007 - October 2007
Georgeson Shareholder 2005 - 2006
ASCAP 1981 - 2004
ASCAP 1981 - 2004
Stern's Department Store 1970 - 1972
Skills
Digital photography, Digital Photography, Editing, Research, Acting, Microsoft Office, Social Media, Teaching, Event Planning, Public Speaking, Entertainment, Video, Customer Service, Teamwork, Film, Social Networking, Basecamp, Microsoft Word, Microsoft Excel, Marketing Communications, Leadership, Media Relations, Blogging, English, Project Plans
Education
Fairleigh Dickinson University 1966 — 1970
English
Fair Lawn High School
The Shaw Project - Theater Company November 2010 - Present
Harlem Children Society 2010 - 2010
The Altman Group January 2009 - March 2009
DF King March 2008 - June 2008
ACS September 2007 - October 2007
Georgeson Shareholder 2005 - 2006
ASCAP 1981 - 2004
ASCAP 1981 - 2004
Stern's Department Store 1970 - 1972
Skills
Digital photography, Digital Photography, Editing, Research, Acting, Microsoft Office, Social Media, Teaching, Event Planning, Public Speaking, Entertainment, Video, Customer Service, Teamwork, Film, Social Networking, Basecamp, Microsoft Word, Microsoft Excel, Marketing Communications, Leadership, Media Relations, Blogging, English, Project Plans
Education
Fairleigh Dickinson University 1966 — 1970
English
Fair Lawn High School
Julian Cassells Julian Cassells's Georgeson Shareholder Experience 1994 - 1998
Job President at Alpha Advisory Associates, Inc.
Industry Financial Services
Experience
Alpha Advisory Associates, Inc. May 2012 - Present
The Altman Group January 2004 - August 2011
The Altman Group - #1 Rated Proxy Solicitation Firm January 2004 - August 2011
Taylor Rafferty 2001 - 2003
CIC 1998 - 2001
Citigate Dewe Rogerson 1997 - 1998
Georgeson Shareholder 1994 - 1998
Carson Group 1996 - 1997
Skills
Investor Relations, Equities, Corporate Governance, Mergers, Securities, Hedge Funds, Capital Markets, Corporate Communications, Financial Communications, Management, Private Equity, Investments, Business Strategy, Financial Services, Asset Management, Mergers & Acquisitions, Corporate Actions, Risk Management, Corporate Finance, Emerging Markets, Mutual Funds, Venture Capital, Executive Management, Financial Markets
Education
Colgate University 1990 — 1994
BA, History, Education
BGHS
BGHS
Alpha Advisory Associates, Inc. May 2012 - Present
The Altman Group January 2004 - August 2011
The Altman Group - #1 Rated Proxy Solicitation Firm January 2004 - August 2011
Taylor Rafferty 2001 - 2003
CIC 1998 - 2001
Citigate Dewe Rogerson 1997 - 1998
Georgeson Shareholder 1994 - 1998
Carson Group 1996 - 1997
Skills
Investor Relations, Equities, Corporate Governance, Mergers, Securities, Hedge Funds, Capital Markets, Corporate Communications, Financial Communications, Management, Private Equity, Investments, Business Strategy, Financial Services, Asset Management, Mergers & Acquisitions, Corporate Actions, Risk Management, Corporate Finance, Emerging Markets, Mutual Funds, Venture Capital, Executive Management, Financial Markets
Education
Colgate University 1990 — 1994
BA, History, Education
BGHS
BGHS
Clive Cohen Clive Cohen's Georgeson Shareholder Experience 2000 - 2003
Job Partner at Marketsphere Consulting LLC
Industry Management Consulting
Experience
Marketsphere Consulting LLC January 2004 - Present
ACS 2003 - 2004
Georgeson Shareholder 2000 - 2003
NAPPCO 1997 - 2003
Weiser & Co. LLP 1987 - 1997
Skills
Unclaimed Property, Escheatment, Voluntary Disclosure, Process Improvement, Auditing, Internal Controls, Financial Services, Business Analysis, Business Process..., Risk Management, Forensic Accounting, Tax, Property, Leadership, Insurance, Finance, Due Diligence, Management, Mergers & Acquisitions
Education
The University of Manchester 1979 — 1982
B A (Hons)
Marketsphere Consulting LLC January 2004 - Present
ACS 2003 - 2004
Georgeson Shareholder 2000 - 2003
NAPPCO 1997 - 2003
Weiser & Co. LLP 1987 - 1997
Skills
Unclaimed Property, Escheatment, Voluntary Disclosure, Process Improvement, Auditing, Internal Controls, Financial Services, Business Analysis, Business Process..., Risk Management, Forensic Accounting, Tax, Property, Leadership, Insurance, Finance, Due Diligence, Management, Mergers & Acquisitions
Education
The University of Manchester 1979 — 1982
B A (Hons)
Morgan Molthrop's Georgeson Shareholder Experience September 1987 - May 1996
Job Author, ANDREW JACKSON'S PLAYBOOK: 15 STRATEGIES FOR SUCCESS (Barataria 2014); ARTIST SPACES (UL 2014); LOVE NEW ORLEANS
Industry Entertainment
Experience
Custom New Orleans September 2013 - Present
Tailored Tours May 2010 - August 2013
Morgan Grays May 2005 - December 2008
BT/Infonet December 1999 - March 2005
Georgeson Shareholder September 1987 - May 1996
Skills
Strategic Planning, Art, Finance, Retail, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Event Planning, Storytelling, Microsoft Word, Public Speaking, Research, Event Management, Budgets, Social Media Marketing, Marketing Strategy, Public Relations, Editing, PowerPoint, Graphic Design, Business Strategy, Fundraising, Photoshop, Marketing Communications, Marketing, Nonprofits, Creative Writing, Sales Management, Negotiation, Digital Marketing, Advertising, Hospitality, Social Networking, New Business Development, Online Marketing
Education
New York Law School 1992 — 1997
JD, SEC Law
New York Law School 1992 — 1996
Doctor of Law (J.D.), Disclosure Practice
Clemson University 1984 — 1987
BS, Theme Park Management
Washigton & Lee University 1982 — 1983
Custom New Orleans September 2013 - Present
Tailored Tours May 2010 - August 2013
Morgan Grays May 2005 - December 2008
BT/Infonet December 1999 - March 2005
Georgeson Shareholder September 1987 - May 1996
Skills
Strategic Planning, Art, Finance, Retail, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Event Planning, Storytelling, Microsoft Word, Public Speaking, Research, Event Management, Budgets, Social Media Marketing, Marketing Strategy, Public Relations, Editing, PowerPoint, Graphic Design, Business Strategy, Fundraising, Photoshop, Marketing Communications, Marketing, Nonprofits, Creative Writing, Sales Management, Negotiation, Digital Marketing, Advertising, Hospitality, Social Networking, New Business Development, Online Marketing
Education
New York Law School 1992 — 1997
JD, SEC Law
New York Law School 1992 — 1996
Doctor of Law (J.D.), Disclosure Practice
Clemson University 1984 — 1987
BS, Theme Park Management
Washigton & Lee University 1982 — 1983
Karen Pisciotta's Georgeson Shareholder Experience 1996 - 1997
Job Owner at KQ Consulting
Industry Professional Training & Coaching
Experience
KQ Consulting 2012 - Present
Institute for Entrepreneurial Leadership (IFEL) 2009 - 2012
Lippert-Heilshorn & Associates 2001 - 2003
Acclaim Entertainment 1999 - 2000
Ogden Corporation 1997 - 1999
Georgeson Shareholder 1996 - 1997
Thomson Financial 1992 - 1996
Skills
Entrepreneurship, Strategic Planning, Business Planning, Business Development, Public Speaking, Marketing, Small Business, Media Relations, Leadership, Strategic Partnerships, Non-profits, Public Relations, Nonprofits, Event Planning, Strategy, Business Strategy, Marketing Communications, Fundraising, New Business Development, Management, Educational Outreach, Community Outreach, Social Media, Coaching, Social Networking, Corporate Communications, Leadership Development, Team Building, Start-ups, Training, Marketing Strategy, Social Media Marketing, Competitive Analysis, Online Marketing, Management Consulting, Proposal Writing, Finance, Sales, Microsoft Office, Market Research, Event Management, Budgets, Market Planning, Outreach Programs, Writing Skills
Education
Mount Holyoke College 1986 — 1989
BA, economics
KQ Consulting 2012 - Present
Institute for Entrepreneurial Leadership (IFEL) 2009 - 2012
Lippert-Heilshorn & Associates 2001 - 2003
Acclaim Entertainment 1999 - 2000
Ogden Corporation 1997 - 1999
Georgeson Shareholder 1996 - 1997
Thomson Financial 1992 - 1996
Skills
Entrepreneurship, Strategic Planning, Business Planning, Business Development, Public Speaking, Marketing, Small Business, Media Relations, Leadership, Strategic Partnerships, Non-profits, Public Relations, Nonprofits, Event Planning, Strategy, Business Strategy, Marketing Communications, Fundraising, New Business Development, Management, Educational Outreach, Community Outreach, Social Media, Coaching, Social Networking, Corporate Communications, Leadership Development, Team Building, Start-ups, Training, Marketing Strategy, Social Media Marketing, Competitive Analysis, Online Marketing, Management Consulting, Proposal Writing, Finance, Sales, Microsoft Office, Market Research, Event Management, Budgets, Market Planning, Outreach Programs, Writing Skills
Education
Mount Holyoke College 1986 — 1989
BA, economics
Richard Warner Richard Warner's Georgeson Shareholder Experience 2002 - 2003
Job Quality Control, Alternative Investments
Industry Financial Services
Experience
Citi 2013 - Present
Citco Fund Services 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Georgeson Shareholder 2002 - 2003
Skills
Customer Service, Cross-functional Team..., Team Leadership, Open Communication, Creative Problem Solving, Team Building, Call Centers, Defined Contribution, Defined Benefit, Health Insurance, Quality Assurance, Pensions, Employee Benefits, CRM, Financial Analysis, Financial Services, Investments, Hedge Funds
Education
Centennial College 1999 — 2001
Business, Management, Marketing, and Related Support Services
Citi 2013 - Present
Citco Fund Services 2009 - 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2003 - 2004
Georgeson Shareholder 2002 - 2003
Skills
Customer Service, Cross-functional Team..., Team Leadership, Open Communication, Creative Problem Solving, Team Building, Call Centers, Defined Contribution, Defined Benefit, Health Insurance, Quality Assurance, Pensions, Employee Benefits, CRM, Financial Analysis, Financial Services, Investments, Hedge Funds
Education
Centennial College 1999 — 2001
Business, Management, Marketing, and Related Support Services
Christopher Gerold Christopher Gerold's Georgeson Shareholder Experience May 2000 - May 2001
Job Attorney at Chiesa, Shahinian & Giantomasi PC fka Wolff & Samson PC
Industry Law Practice
Experience
Chiesa Shahinian & Giantomasi PC October 2010 - Present
New Jersey Attorney General's Office October 2005 - October 2010
Seton Hall Law 2002 - 2005
Georgeson Shareholder May 2000 - May 2001
Barron Chase Securities May 1999 - May 2000
Skills
Commercial Litigation, Litigation
Education
Seton Hall University School of Law 2002 — 2005
J.D.
Don Bosco Prep 1991 — 1995
St. Paul's 1987 — 1991
Villanova University
BS, Finance
Chiesa Shahinian & Giantomasi PC October 2010 - Present
New Jersey Attorney General's Office October 2005 - October 2010
Seton Hall Law 2002 - 2005
Georgeson Shareholder May 2000 - May 2001
Barron Chase Securities May 1999 - May 2000
Skills
Commercial Litigation, Litigation
Education
Seton Hall University School of Law 2002 — 2005
J.D.
Don Bosco Prep 1991 — 1995
St. Paul's 1987 — 1991
Villanova University
BS, Finance
Dave Bobker Dave Bobker's Georgeson Shareholder Experience May 2000 - August 2007
Job Advisory Director & Director of Sales at Argyle Company
Industry Financial Services
Experience
Argyle Company October 2014 - Present
AST Phoenix Advisors August 2010 - October 2014
Laurel Hill Advisory Group September 2007 - July 2010
Georgeson Shareholder May 2000 - August 2007
Skills
Corporate Governance, Investor Relations, Equities, Financial Services, Mergers & Acquisitions, Corporate Actions, Executive Pay, IPO, Disclosure, Capital Markets, Governance, Securities, Investments, Strategy, Shareholder Activism, Executive Management, Shareholder, Corporate Law, Hedge Funds, Asset Management, Private Equity, Securities Regulation, Competitive Analysis, Executive Compensation, Shareholder..., Equity Compensation, Business Strategy
Education
New York Institute of Technology 1998 — 2000
B.A., English
Chichester College 1988 — 1990
Management
Argyle Company October 2014 - Present
AST Phoenix Advisors August 2010 - October 2014
Laurel Hill Advisory Group September 2007 - July 2010
Georgeson Shareholder May 2000 - August 2007
Skills
Corporate Governance, Investor Relations, Equities, Financial Services, Mergers & Acquisitions, Corporate Actions, Executive Pay, IPO, Disclosure, Capital Markets, Governance, Securities, Investments, Strategy, Shareholder Activism, Executive Management, Shareholder, Corporate Law, Hedge Funds, Asset Management, Private Equity, Securities Regulation, Competitive Analysis, Executive Compensation, Shareholder..., Equity Compensation, Business Strategy
Education
New York Institute of Technology 1998 — 2000
B.A., English
Chichester College 1988 — 1990
Management
Eugene Moore Eugene Moore's Georgeson Shareholder Experience October 1997 - February 2007
Job Director at Moore Technology Consulting
Industry Information Technology and Services
Experience
Moore Technology Consulting January 2009 - Present
Exenet, LLC February 2007 - January 2009
Moore & Setrana LLC November 2006 - January 2009
Georgeson Shareholder October 1997 - February 2007
Skills
Active Directory, Windows Server, Networking, Disaster Recovery, Microsoft Exchange, Information Technology, Servers, Cloud Computing, Network Administration, Software Installation, Consulting, Help Desk Support, IT Operations, SharePoint, Windows XP, Vendor Management, Project Management, Virtualization, Windows, Network Security, Microsoft Office, System Administration, System Deployment, VMware, Cisco Technologies, Management, Security, Hardware, Blackberry Enterprise..., IT Management, Integration, VoIP, Windows 7, Remote Desktop, XP, Symantec Endpoint..., Hosted Services, Cisco Routers, Hyper-V, Microsoft SQL Server, Blackberry applications, Symantec Backup, Online Backup, MRI Software, Cisco Access Points, Apple OS, MacBook Pro, Mac OS X Server, Linksys, Mac OS
Education
DeVry University 2001 — 2003
CIT, Computer Technology/Computer Systems Technology
Moore Technology Consulting January 2009 - Present
Exenet, LLC February 2007 - January 2009
Moore & Setrana LLC November 2006 - January 2009
Georgeson Shareholder October 1997 - February 2007
Skills
Active Directory, Windows Server, Networking, Disaster Recovery, Microsoft Exchange, Information Technology, Servers, Cloud Computing, Network Administration, Software Installation, Consulting, Help Desk Support, IT Operations, SharePoint, Windows XP, Vendor Management, Project Management, Virtualization, Windows, Network Security, Microsoft Office, System Administration, System Deployment, VMware, Cisco Technologies, Management, Security, Hardware, Blackberry Enterprise..., IT Management, Integration, VoIP, Windows 7, Remote Desktop, XP, Symantec Endpoint..., Hosted Services, Cisco Routers, Hyper-V, Microsoft SQL Server, Blackberry applications, Symantec Backup, Online Backup, MRI Software, Cisco Access Points, Apple OS, MacBook Pro, Mac OS X Server, Linksys, Mac OS
Education
DeVry University 2001 — 2003
CIT, Computer Technology/Computer Systems Technology
Angela Segal Angela Segal's Georgeson Shareholder Experience September 1979 - January 1990
Job Senior Mgr. Global Training & Development at Latham & Watkins LLP
Industry Law Practice
Experience
Latham & Watkins LLP January 2013 - Present
Latham & Watkins LLP March 2003 - Present
Kirkland & Ellis LLP January 1990 - July 1991
Georgeson Shareholder September 1979 - January 1990
Skills
Human Resources, Employment Law, Internal Communications, Training, Administration, Project Management, Employee Relations, Start-ups, Management, Recruiting, Talent Management, Employee Benefits, Onboarding, Performance Management
Education
The New School 1993 — 1997
BS/MS, Human Resources
New York University 1975 — 1978
AAS, Business Administration
Latham & Watkins LLP January 2013 - Present
Latham & Watkins LLP March 2003 - Present
Kirkland & Ellis LLP January 1990 - July 1991
Georgeson Shareholder September 1979 - January 1990
Skills
Human Resources, Employment Law, Internal Communications, Training, Administration, Project Management, Employee Relations, Start-ups, Management, Recruiting, Talent Management, Employee Benefits, Onboarding, Performance Management
Education
The New School 1993 — 1997
BS/MS, Human Resources
New York University 1975 — 1978
AAS, Business Administration
Barbara Atkinson's Georgeson Shareholder Experience December 2003 - August 2004
Job Telemarketing at Universal Business Solutions N.A.
Industry Financial Services
Experience
Universal Business Solutions N.A. September 2015 - Present
AST Fund Solutions March 2014 - August 2015
Worldwide Branding September 2013 - March 2014
King TeleServices LLC April 2006 - September 2013
Madison Who's Who December 2010 - April 2012
Oxford Health Plans, a United Healthcare Company October 2005 - February 2006
The Altman Group December 2004 - October 2005
Georgeson Shareholder December 2003 - August 2004
Visual Communications - Powerful Papers November 1999 - November 2002
Dime Savings Bank FSB June 1996 - October 1997
Skills
Recruiting, Call Centers, Call Center, Customer Service, B2B, Customer Satisfaction, Coaching, Strategic Planning, Telemarketing, Leadership Development, Team Building, Employee Engagement, Team Leadership, Customer Experience, Hiring, New Business Development, Marketing, Program Management, Start-ups, Consultative Selling, Inbound, Customer Relations, Problem Solving, Mentoring, Performance Management, Sales Management, Sales, Inbound Marketing, Financial Services, Dance, Ballet, Theatre, Employee Training, Training Delivery, Training, Leadership, Management, Customer Retention, Interviews, CRM, Account Management, Process Improvement, Business Development
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2005
Life/Health Insurance
American Ballet Theatre School 1977 — 1980
Michigan State University 1972 — 1976
Bachelor's Degree, Theatre
Carman H.S.
Universal Business Solutions N.A. September 2015 - Present
AST Fund Solutions March 2014 - August 2015
Worldwide Branding September 2013 - March 2014
King TeleServices LLC April 2006 - September 2013
Madison Who's Who December 2010 - April 2012
Oxford Health Plans, a United Healthcare Company October 2005 - February 2006
The Altman Group December 2004 - October 2005
Georgeson Shareholder December 2003 - August 2004
Visual Communications - Powerful Papers November 1999 - November 2002
Dime Savings Bank FSB June 1996 - October 1997
Skills
Recruiting, Call Centers, Call Center, Customer Service, B2B, Customer Satisfaction, Coaching, Strategic Planning, Telemarketing, Leadership Development, Team Building, Employee Engagement, Team Leadership, Customer Experience, Hiring, New Business Development, Marketing, Program Management, Start-ups, Consultative Selling, Inbound, Customer Relations, Problem Solving, Mentoring, Performance Management, Sales Management, Sales, Inbound Marketing, Financial Services, Dance, Ballet, Theatre, Employee Training, Training Delivery, Training, Leadership, Management, Customer Retention, Interviews, CRM, Account Management, Process Improvement, Business Development
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2005
Life/Health Insurance
American Ballet Theatre School 1977 — 1980
Michigan State University 1972 — 1976
Bachelor's Degree, Theatre
Carman H.S.
Tabitha Zane's Georgeson Shareholder Experience 1983 - 1985
Job Vice President, Investor Relations & Corporate Communications at Highwoods Properties
Industry Real Estate
Experience
Highwoods Properties December 2002 - Present
Highwoods Properties December 2002 - Present
Highwoods Properties 2002 - Present
SpectraSite Communications January 2001 - December 2002
Spherion Professional Services August 1999 - December 2000
Vanguard Cellular January 1997 - May 1999
US Long Distance 1993 - 1997
Hill and Knowlton June 1986 - April 1988
Georgeson Shareholder 1983 - 1985
Skills
Investor Relations, Corporate Communications
Education
Trinity College-Hartford
Highwoods Properties December 2002 - Present
Highwoods Properties December 2002 - Present
Highwoods Properties 2002 - Present
SpectraSite Communications January 2001 - December 2002
Spherion Professional Services August 1999 - December 2000
Vanguard Cellular January 1997 - May 1999
US Long Distance 1993 - 1997
Hill and Knowlton June 1986 - April 1988
Georgeson Shareholder 1983 - 1985
Skills
Investor Relations, Corporate Communications
Education
Trinity College-Hartford
Susan Kankaras-Borchik's Georgeson Shareholder Experience 2000 - 2005
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2006 - Present
Tiedemann Investment Group February 2005 - December 2005
Georgeson Shareholder 2000 - 2005
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Masters of Business Administration, Finance
St. John Fisher College 1992 — 1996
BS, Business
Wells Fargo April 2006 - Present
Tiedemann Investment Group February 2005 - December 2005
Georgeson Shareholder 2000 - 2005
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Masters of Business Administration, Finance
St. John Fisher College 1992 — 1996
BS, Business
John McPeake's Georgeson Shareholder Experience March 1989 - May 1991
Job Founder & CEO
Industry Financial Services
Experience
Devi Asset Management April 2015 - Present
Fred Alger Management December 2007 - January 2015
The Boston Company July 2007 - December 2007
Prudential Financial April 2006 - June 2007
PAW Partners August 2004 - March 2006
Seminole Capital Partners February 2003 - August 2004
Prudential Securities May 1996 - January 2003
Thomson Financial May 1991 - May 1996
Georgeson Shareholder March 1989 - May 1991
Pioneer Investments June 1986 - March 1989
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Asset Management, Mutual Funds, Asset Managment, Capital Markets, Investments, Securities, Alternative Investments, Private Equity, Bloomberg, Trading, Equity Valuation, Investor Relations, Series 7, Investment Management, Valuation, Fixed Income, Financial Modeling, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Information Technology
Hamilton College 1982 — 1986
AB
St. Andrew's School 1980 — 1982
Scituate High School 1978 — 1980
Devi Asset Management April 2015 - Present
Fred Alger Management December 2007 - January 2015
The Boston Company July 2007 - December 2007
Prudential Financial April 2006 - June 2007
PAW Partners August 2004 - March 2006
Seminole Capital Partners February 2003 - August 2004
Prudential Securities May 1996 - January 2003
Thomson Financial May 1991 - May 1996
Georgeson Shareholder March 1989 - May 1991
Pioneer Investments June 1986 - March 1989
Skills
Portfolio Management, Equities, Hedge Funds, Equity Research, Asset Management, Mutual Funds, Asset Managment, Capital Markets, Investments, Securities, Alternative Investments, Private Equity, Bloomberg, Trading, Equity Valuation, Investor Relations, Series 7, Investment Management, Valuation, Fixed Income, Financial Modeling, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, Information Technology
Hamilton College 1982 — 1986
AB
St. Andrew's School 1980 — 1982
Scituate High School 1978 — 1980
Douglas Lanterman's Georgeson Shareholder Experience August 2005 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Legg Mason August 2006 - September 2007
Georgeson Shareholder August 2005 - August 2006
NY Mercantile Exchange January 2002 - February 2002
Education
Rutgers University-New Brunswick 1998 — 2001
Legg Mason August 2006 - September 2007
Georgeson Shareholder August 2005 - August 2006
NY Mercantile Exchange January 2002 - February 2002
Education
Rutgers University-New Brunswick 1998 — 2001
Kirsten Santangelo's Georgeson Shareholder Experience 2000 - 2005
Job Account Executive at Straus News, Inc.
Industry Health, Wellness and Fitness
Experience
Straus News, Inc. November 2013 - January 2014
WellPoint,Inc. August 2009 - August 2013
Bon Secours Community Hospital August 2006 - August 2008
Georgeson Shareholder 2000 - 2005
Georgeson Shareholder 2000 - 2005
CIC April 1999 - January 2000
EquiServe LLC 1990 - 2000
Chase Mellon Shareholder Services June 1996 - September 1998
First Chicago Trust Company of NY 1990 - 1994
Skills
Certified Electronic..., Call Center, Recruiting, Sales, Customer Service, Call Centers, Training, Human Resources, System Administration, Leadership, Process Improvement, Risk Management, Business Analysis
Education
Orange-Ulster BOCES 2011 — 2011
Certificate, Certified Electronic Health Records Specialist
Marist College 1984 — 2007
Bachelor of Science, Spanish/Integrated Studies
Straus News, Inc. November 2013 - January 2014
WellPoint,Inc. August 2009 - August 2013
Bon Secours Community Hospital August 2006 - August 2008
Georgeson Shareholder 2000 - 2005
Georgeson Shareholder 2000 - 2005
CIC April 1999 - January 2000
EquiServe LLC 1990 - 2000
Chase Mellon Shareholder Services June 1996 - September 1998
First Chicago Trust Company of NY 1990 - 1994
Skills
Certified Electronic..., Call Center, Recruiting, Sales, Customer Service, Call Centers, Training, Human Resources, System Administration, Leadership, Process Improvement, Risk Management, Business Analysis
Education
Orange-Ulster BOCES 2011 — 2011
Certificate, Certified Electronic Health Records Specialist
Marist College 1984 — 2007
Bachelor of Science, Spanish/Integrated Studies
Wilton Davila's Georgeson Shareholder Experience 2000 - 2005
Job Director at Ryan
Industry Financial Services
Experience
Ryan September 2014 - Present
Laurel Hill Advisory Group July 2010 - September 2014
Talon Financial Technologies October 2009 - July 2010
Georgeson August 2005 - February 2009
Computershare 2003 - 2009
Computershare January 2005 - July 2005
Georgeson Shareholder 2000 - 2005
Skills
Consultative Selling, Strategic Planning, Business Management, P&L, Staff Management, Data Management, Operations Management, New Business Development, Vendor Management, Customer Relations, Sales Management, Account Management, Team Building, Business Analysis, Product Development, Strategy Development, Call Center, Product Management, BPO, Strategy, Management, Mergers & Acquisitions, Investor Relations, Customer Service, Selling, Call Centers, Income Statement, Equities, Investments, Securities, Business Process..., Business Development, Executive Management, Financial Services, Project Management, Program Management, Leadership, Sales
Education
Hofstra University
Management Information Systems
Ryan September 2014 - Present
Laurel Hill Advisory Group July 2010 - September 2014
Talon Financial Technologies October 2009 - July 2010
Georgeson August 2005 - February 2009
Computershare 2003 - 2009
Computershare January 2005 - July 2005
Georgeson Shareholder 2000 - 2005
Skills
Consultative Selling, Strategic Planning, Business Management, P&L, Staff Management, Data Management, Operations Management, New Business Development, Vendor Management, Customer Relations, Sales Management, Account Management, Team Building, Business Analysis, Product Development, Strategy Development, Call Center, Product Management, BPO, Strategy, Management, Mergers & Acquisitions, Investor Relations, Customer Service, Selling, Call Centers, Income Statement, Equities, Investments, Securities, Business Process..., Business Development, Executive Management, Financial Services, Project Management, Program Management, Leadership, Sales
Education
Hofstra University
Management Information Systems
Christopher Ludwig's Georgeson Shareholder Experience June 2003 - July 2005
Job Managing Director, Account Management
Industry Information Services
Experience
Reis March 2011 - Present
Reis August 2005 - February 2011
Georgeson Shareholder June 2003 - July 2005
Skills
Business Development, Asset Managment, Account Management, Financial Modeling, Investments, Sales, Negotiation, Forecasting, Financial Analysis, Strategic Partnerships, Management, Asset Management, Portfolio Management, Market Analysis, Salesforce.com, Real Estate Economics, Sales Process, CRM, New Business Development, Selling, Real Estate, Business Strategy, Strategy, Valuation, Contract Negotiation, Commercial Real Estate, Due Diligence, Cold Calling, B2B, Solution Selling, Market Research, Marketing, Lead Generation, Direct Sales
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Finance, General
Reis March 2011 - Present
Reis August 2005 - February 2011
Georgeson Shareholder June 2003 - July 2005
Skills
Business Development, Asset Managment, Account Management, Financial Modeling, Investments, Sales, Negotiation, Forecasting, Financial Analysis, Strategic Partnerships, Management, Asset Management, Portfolio Management, Market Analysis, Salesforce.com, Real Estate Economics, Sales Process, CRM, New Business Development, Selling, Real Estate, Business Strategy, Strategy, Valuation, Contract Negotiation, Commercial Real Estate, Due Diligence, Cold Calling, B2B, Solution Selling, Market Research, Marketing, Lead Generation, Direct Sales
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Finance, General
Denise Bennett, SPHR, SHRM- SCP's Georgeson Shareholder Experience July 2000 - March 2003
Job Sr. Physician HR Consultant at Kaiser Permanente
Industry Human Resources
Experience
Kaiser Permanente May 2009 - Present
Advantage May 2006 - March 2009
Extensis March 2003 - May 2006
Georgeson Shareholder July 2000 - March 2003
Skills
Employee Relations, Talent Acquisition, Employee Benefits, Human Resources, HR Consulting, HR Policies, Change Management, Leadership, Coaching, Policy, Hiring, Management, Recruiting, Onboarding, Program Management, Strategic Planning, CRM, Talent Management, Leadership Development, Applicant Tracking..., HRIS, Performance Management
Education
Cornell University 2000 — 2002
Masters, Industrial & Labor Relations
Montclair State University 1986 — 1990
BS, Business Administration
Kaiser Permanente May 2009 - Present
Advantage May 2006 - March 2009
Extensis March 2003 - May 2006
Georgeson Shareholder July 2000 - March 2003
Skills
Employee Relations, Talent Acquisition, Employee Benefits, Human Resources, HR Consulting, HR Policies, Change Management, Leadership, Coaching, Policy, Hiring, Management, Recruiting, Onboarding, Program Management, Strategic Planning, CRM, Talent Management, Leadership Development, Applicant Tracking..., HRIS, Performance Management
Education
Cornell University 2000 — 2002
Masters, Industrial & Labor Relations
Montclair State University 1986 — 1990
BS, Business Administration
Steven Allsopp's Georgeson Shareholder Experience 2002 - 2004
Job Professional Services Category Lead at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2013 - Present
Barclays Capital August 2009 - December 2012
UBS Investment Bank November 2007 - August 2009
JPMorgan Chase April 2005 - October 2007
Georgeson Shareholder 2002 - 2004
Olympus 1993 - 1998
Skills
Global Sourcing, Strategic Sourcing, Professional Services, Supplier Consolidation, Outsourcing, Offshoring, Supplier Management, Negotiation, BPO, Vendor Management, Cost Reduction, Contract Negotiations, Spend Analysis, Team Leadership, Sourcing, Issue Resolution, Supply Management, Business Transformation, IT Outsourcing, SDLC, Management, Consolidation, Competitive Analysis, Contract Negotiation, Procurement, Strategy, Business Process..., Financial Services, Process Improvement, Change Management, Stakeholder Management, Analytics, E-procurement, Cross-functional Team...
Education
State University of New York at Stony Brook 1995 — 1997
Masters in Technology Management
Cold Spring Harbor High School
Bloomberg LP January 2013 - Present
Barclays Capital August 2009 - December 2012
UBS Investment Bank November 2007 - August 2009
JPMorgan Chase April 2005 - October 2007
Georgeson Shareholder 2002 - 2004
Olympus 1993 - 1998
Skills
Global Sourcing, Strategic Sourcing, Professional Services, Supplier Consolidation, Outsourcing, Offshoring, Supplier Management, Negotiation, BPO, Vendor Management, Cost Reduction, Contract Negotiations, Spend Analysis, Team Leadership, Sourcing, Issue Resolution, Supply Management, Business Transformation, IT Outsourcing, SDLC, Management, Consolidation, Competitive Analysis, Contract Negotiation, Procurement, Strategy, Business Process..., Financial Services, Process Improvement, Change Management, Stakeholder Management, Analytics, E-procurement, Cross-functional Team...
Education
State University of New York at Stony Brook 1995 — 1997
Masters in Technology Management
Cold Spring Harbor High School
Wen Lai's Georgeson Shareholder Experience 2000 - 2004
Job Systems Architect at Computershare
Industry Financial Services
Experience
Computershare July 2011 - Present
Computershare 2006 - June 2011
Computershare North America 2006 - June 2011
Computershare 2004 - 2006
Georgeson Shareholder 2000 - 2004
Skills
Business Analysis, SDLC, Information Security, Databases, Requirements Analysis, Web Development, Requirements Gathering, Security, .NET, Business Requirements, Management, Web Applications, Troubleshooting, Software Development
Education
Hofstra University 1989 — 1993
BS, Computer Engineering
Computershare July 2011 - Present
Computershare 2006 - June 2011
Computershare North America 2006 - June 2011
Computershare 2004 - 2006
Georgeson Shareholder 2000 - 2004
Skills
Business Analysis, SDLC, Information Security, Databases, Requirements Analysis, Web Development, Requirements Gathering, Security, .NET, Business Requirements, Management, Web Applications, Troubleshooting, Software Development
Education
Hofstra University 1989 — 1993
BS, Computer Engineering
Douglas Lanterman's Georgeson Shareholder Experience September 2005 - August 2006
Job Financial Services, Writing
Industry Financial Services
Experience
Legg Mason August 2006 - August 2007
Georgeson Shareholder September 2005 - August 2006
Top Energy January 2001 - January 2001
Education
Rutgers University-New Brunswick 1998 — 2001
Legg Mason August 2006 - August 2007
Georgeson Shareholder September 2005 - August 2006
Top Energy January 2001 - January 2001
Education
Rutgers University-New Brunswick 1998 — 2001
Jason Vinick's Georgeson Shareholder Experience October 1999 - December 2002
Job Senior Vice President at Alliance Advisors, LLC
Industry Financial Services
Experience
Alliance Advisors, LLC October 2014 - Present
Eagle Rock Proxy Advisors LLC. September 2010 - Present
The Altman Group December 2002 - September 2010
Georgeson Shareholder October 1999 - December 2002
Skills
Investor Relations, Mergers, IPO, Hedge Funds, Capital Markets, Equities, Securities, Strategy, Corporate Finance, Venture Capital, Mergers & Acquisitions, Corporate Governance, Financial Services, Asset Management, Alternative Investments, Investments, Emerging Markets, Corporate Law, Mutual Funds, Financial Markets, Valuation, Private Equity, Private Placements, Due Diligence, Equity Research, Restructuring, Investment Banking, Series 7, Corporate Actions, Portfolio Management, Fixed Income, Financial Modeling
Education
Stockton University 1991 — 1995
Alliance Advisors, LLC October 2014 - Present
Eagle Rock Proxy Advisors LLC. September 2010 - Present
The Altman Group December 2002 - September 2010
Georgeson Shareholder October 1999 - December 2002
Skills
Investor Relations, Mergers, IPO, Hedge Funds, Capital Markets, Equities, Securities, Strategy, Corporate Finance, Venture Capital, Mergers & Acquisitions, Corporate Governance, Financial Services, Asset Management, Alternative Investments, Investments, Emerging Markets, Corporate Law, Mutual Funds, Financial Markets, Valuation, Private Equity, Private Placements, Due Diligence, Equity Research, Restructuring, Investment Banking, Series 7, Corporate Actions, Portfolio Management, Fixed Income, Financial Modeling
Education
Stockton University 1991 — 1995
Dr. Marlon Nurse's Georgeson Shareholder Experience December 1991 - October 1998
Job Senior Vice President at Porter, LeVay & Rose
Industry Public Relations and Communications
Experience
Porter, LeVay & Rose June 2005 - Present
Urban Financial Services Coalition 2002 - 2005
Thomson Financial October 1998 - June 2003
Georgeson Shareholder December 1991 - October 1998
Skills
Business Development, Leadership
Education
University of Phoenix 2006 — 2010
DM, Organizational Leadership
University of Phoenix 2003 — 2005
MA, Organizational Management
Manhattanville College 1986 — 1990
Bachelor, Management/Finance
Porter, LeVay & Rose June 2005 - Present
Urban Financial Services Coalition 2002 - 2005
Thomson Financial October 1998 - June 2003
Georgeson Shareholder December 1991 - October 1998
Skills
Business Development, Leadership
Education
University of Phoenix 2006 — 2010
DM, Organizational Leadership
University of Phoenix 2003 — 2005
MA, Organizational Management
Manhattanville College 1986 — 1990
Bachelor, Management/Finance
Tara Poitras, CHRP's Georgeson Shareholder Experience 2000 - 2003
Job Consulting Resource Manager at Intelex Technologies Inc.
Industry Human Resources
Experience
Intelex Technologies Inc. December 2013 - Present
NorthgateArinso October 2011 - December 2013
NorthgateArinso 2008 - October 2011
CIBC 2005 - 2008
CIBC 2004 - 2005
CIBC 2003 - 2004
Georgeson Shareholder 2000 - 2003
Skills
HRIS, Employee Engagement, Talent Management, Performance Management, Onboarding, Recruiting, Employee Relations, Human Resources, Change Management, HR Consulting, Process Improvement, Leadership, Resource Management, Personnel Management, Management, Business Process, SAP, Talent Acquisition, Management Consulting, PeopleSoft, Consulting
Education
University of Toronto 2011 — 2012
Project Management
Ryerson University 2005 — 2009
Certificate
York University
BA
Intelex Technologies Inc. December 2013 - Present
NorthgateArinso October 2011 - December 2013
NorthgateArinso 2008 - October 2011
CIBC 2005 - 2008
CIBC 2004 - 2005
CIBC 2003 - 2004
Georgeson Shareholder 2000 - 2003
Skills
HRIS, Employee Engagement, Talent Management, Performance Management, Onboarding, Recruiting, Employee Relations, Human Resources, Change Management, HR Consulting, Process Improvement, Leadership, Resource Management, Personnel Management, Management, Business Process, SAP, Talent Acquisition, Management Consulting, PeopleSoft, Consulting
Education
University of Toronto 2011 — 2012
Project Management
Ryerson University 2005 — 2009
Certificate
York University
BA
Thomas Nader's Georgeson Shareholder Experience 1994 - 2003
Job Executive Vice President
Industry Financial Services
Experience
AST Fund Solutions November 2003 - Present
Georgeson Shareholder 1994 - 2003
Georgeson Shareholder /Computershare 1994 - 2003
The New York Times 1993 - 1994
Skills
Mutual Funds, Equities, Capital Markets, Investments, Relationship Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Corporate Governance, Risk Management, Business Strategy, Venture Capital, Strategy, New Business Development, Financial Markets, Financial Analysis, Financial Modeling, Securities Regulation, Finance, Investment Management, Analysis, Strategic Planning, Investment Banking, Corporate Finance, Valuation, Due Diligence, Emerging Markets
Education
LIU Post 1989 — 1993
Bachelors, Finance
AST Fund Solutions November 2003 - Present
Georgeson Shareholder 1994 - 2003
Georgeson Shareholder /Computershare 1994 - 2003
The New York Times 1993 - 1994
Skills
Mutual Funds, Equities, Capital Markets, Investments, Relationship Management, Portfolio Management, Financial Services, Mergers & Acquisitions, Corporate Governance, Risk Management, Business Strategy, Venture Capital, Strategy, New Business Development, Financial Markets, Financial Analysis, Financial Modeling, Securities Regulation, Finance, Investment Management, Analysis, Strategic Planning, Investment Banking, Corporate Finance, Valuation, Due Diligence, Emerging Markets
Education
LIU Post 1989 — 1993
Bachelors, Finance
Gary Seymour's Georgeson Shareholder Experience June 2001 - August 2002
Job Manager at Philip Stein Inc.
Industry Luxury Goods & Jewelry
Experience
Philip Stein June 2006 - Present
Georgeson Shareholder June 2001 - August 2002
Education
Stockton University 1999 — 2001
Philip Stein June 2006 - Present
Georgeson Shareholder June 2001 - August 2002
Education
Stockton University 1999 — 2001
Tom Kies's Georgeson Shareholder Experience September 1997 - December 2008
Job Executive Vice President American Stock Transfer
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
American Stock Transfer & Trust Co LLC March 2010 - Present
Laurel Hill Advisory Group 2008 - 2010
Georgeson Shareholder September 1997 - December 2008
Computershare 2004 - 2007
DF King September 1990 - September 1997
Manufacturers Hanover Trust June 1987 - September 1990
Morrow & Co November 1981 - June 1987
Skills
Corporate Governance, Sales, Investor Relations, Strategic Planning, Risk Management, Equities, Leadership, Banking, New Business Development, Financial Services, Mutual Funds, Relationship Management, Securities, Strategy, Vendor Management, Due Diligence, Capital Markets, Mergers & Acquisitions, Selling, Account Management, Marketing Strategy, Call Center, Management, Corporate Actions, Hedge Funds, Investments, Business Development, Mergers, Business Analysis, Corporate Finance, Corporate Communications
Education
Rider University 1976 — 1981
Amy Mohler's Georgeson Shareholder Experience 2000 - 2003
Job Senior Business Systems Analyst at Computershare US
Industry Information Technology and Services
Experience
Computershare US 2011 - Present
Computershare 2004 - 2011
Georgeson Shareholder 2000 - 2003
Skills
Project Management, Business Analysis, SDLC, Call Center, Visio, Analysis, Integration, Business Process..., Program Management, Requirements Gathering, Product Management, Process Improvement, Management, Training, Financial Services, Business Intelligence, Business Process, Requirements Analysis, Risk Management, Call Centers
Education
New York University 2005 — 2009
Bachelor's Degree, Leadership and Management
Computershare US 2011 - Present
Computershare 2004 - 2011
Georgeson Shareholder 2000 - 2003
Skills
Project Management, Business Analysis, SDLC, Call Center, Visio, Analysis, Integration, Business Process..., Program Management, Requirements Gathering, Product Management, Process Improvement, Management, Training, Financial Services, Business Intelligence, Business Process, Requirements Analysis, Risk Management, Call Centers
Education
New York University 2005 — 2009
Bachelor's Degree, Leadership and Management
Daniel Crosgrey's Georgeson Shareholder Experience November 2001 - September 2002
Job Team Manager, Service Assurance at TELUS
Industry Telecommunications
Experience
TELUS September 2002 - Present
Georgeson Shareholder November 2001 - September 2002
Symantec 1995 - 2001
DELRINA 1992 - 1995
Skills
Customer Satisfaction, Customer Experience, Call Centers, Team Leadership, Telecommunications, Contact Centers, Vendor Management, Workforce Management, Performance Management, Team Management, Call Center, Change Management, Quality Assurance, Project Management, Business Analysis, Leadership, Process Improvement, SDLC, Wireless, Training, Coaching
Education
Sheridan College 1989 — 1992
TELUS September 2002 - Present
Georgeson Shareholder November 2001 - September 2002
Symantec 1995 - 2001
DELRINA 1992 - 1995
Skills
Customer Satisfaction, Customer Experience, Call Centers, Team Leadership, Telecommunications, Contact Centers, Vendor Management, Workforce Management, Performance Management, Team Management, Call Center, Change Management, Quality Assurance, Project Management, Business Analysis, Leadership, Process Improvement, SDLC, Wireless, Training, Coaching
Education
Sheridan College 1989 — 1992
John Suarez's Georgeson Shareholder Experience February 1998 - December 2005
Job Vice President
Industry Real Estate
Experience
A.N. Shell Realty Group December 2006 - Present
Georgeson Shareholder February 1998 - December 2005
Skills
Real Estate, Investors, Rentals, Sellers, Residential, Short Sales, Property Management, Residential Homes, Commercial Real Estate, Selling, Sales, Investment Properties
Education
City University of New York City College 1993 — 1997
BA, Int't Rel & Philo
University at Albany, SUNY 1982 — 1984
Mathematics
A.N. Shell Realty Group December 2006 - Present
Georgeson Shareholder February 1998 - December 2005
Skills
Real Estate, Investors, Rentals, Sellers, Residential, Short Sales, Property Management, Residential Homes, Commercial Real Estate, Selling, Sales, Investment Properties
Education
City University of New York City College 1993 — 1997
BA, Int't Rel & Philo
University at Albany, SUNY 1982 — 1984
Mathematics
Christie Mazurek's Georgeson Shareholder Experience May 2002 - February 2005
Job Internet Sales Manager at Sansone Auto Network
Industry Automotive
Experience
Sansone Auto Network May 2007 - Present
Hana Biosciences October 2005 - October 2006
Investor Relations Group February 2005 - October 2005
Georgeson Shareholder May 2002 - February 2005
Skills
Press Releases, Investor Relations, Management
Education
City University of New York-College of Staten Island 1989 — 1994
accounting/economics
Sansone Auto Network May 2007 - Present
Hana Biosciences October 2005 - October 2006
Investor Relations Group February 2005 - October 2005
Georgeson Shareholder May 2002 - February 2005
Skills
Press Releases, Investor Relations, Management
Education
City University of New York-College of Staten Island 1989 — 1994
accounting/economics
Uhera Jones's Georgeson Shareholder Experience March 2001 - July 2011
Job Licensed Broker
Industry Insurance
Experience
Financial Services August 2013 - Present
Aflac July 2012 - August 2013
Georgeson Shareholder March 2001 - July 2011
Skills
Equities, Hedge Funds, Risk Management, Fixed Annuities, Variable Annuities, Wealth Management, Life Insurance, Health Insurance, Investments, IRAs, 401k Rollovers, Stockbroking, Securities, Fixed Income, Mutual Funds, Financial Services, Finance
Education
Mercer University
Economics
Financial Services August 2013 - Present
Aflac July 2012 - August 2013
Georgeson Shareholder March 2001 - July 2011
Skills
Equities, Hedge Funds, Risk Management, Fixed Annuities, Variable Annuities, Wealth Management, Life Insurance, Health Insurance, Investments, IRAs, 401k Rollovers, Stockbroking, Securities, Fixed Income, Mutual Funds, Financial Services, Finance
Education
Mercer University
Economics
Scott Allen Thomas's Georgeson Shareholder Experience February 2006 - December 2008
Job Production Manager at Psyop
Industry Animation
Experience
Psyop Media Productions February 2012 - Present
Innovative Artists August 2009 - February 2012
Extra Mile Casting January 2008 - July 2009
Georgeson Shareholder February 2006 - December 2008
Theater at Lime Kiln, Lexington, VA February 2003 - November 2005
Skills
Art, Film, Editing, Character Animation, Video Production, Blogging, Screenwriting, Advertising, Comedy, Illustrator, Film Production, Entertainment, Commercials, Television, Casting, Voice Over, Creative Direction, Production Managment, Broadcast, Theatre, Copywriting, Social Media, Media Production, Final Cut Pro, Documentaries, Social Media Marketing, Acting, Video Games, Photoshop, Post Production, Video, Sound, Directing, Feature Films, Producing, Production Management
Education
College of Charleston
BA, Corporate Marketing Communications
Psyop Media Productions February 2012 - Present
Innovative Artists August 2009 - February 2012
Extra Mile Casting January 2008 - July 2009
Georgeson Shareholder February 2006 - December 2008
Theater at Lime Kiln, Lexington, VA February 2003 - November 2005
Skills
Art, Film, Editing, Character Animation, Video Production, Blogging, Screenwriting, Advertising, Comedy, Illustrator, Film Production, Entertainment, Commercials, Television, Casting, Voice Over, Creative Direction, Production Managment, Broadcast, Theatre, Copywriting, Social Media, Media Production, Final Cut Pro, Documentaries, Social Media Marketing, Acting, Video Games, Photoshop, Post Production, Video, Sound, Directing, Feature Films, Producing, Production Management
Education
College of Charleston
BA, Corporate Marketing Communications
Julieta Uveges's Georgeson Shareholder Experience June 1996 - August 2003
Job APS at BlueMountain Capital
Industry Financial Services
Experience
BlueMountain Capital Management December 2013 - Present
Capstone Investment Advisors March 2010 - December 2013
BlackRock January 2005 - July 2009
New York Foundling Hospital August 2003 - January 2005
Georgeson Shareholder June 1996 - August 2003
Simmons Market Research Bureau June 1989 - June 1996
Skills
Excel, Word, Outlook, Accounts Payable, Accounting, Great Plains, Concur, Reconciliation, Microsoft Office, General Ledger, Spreadsheets, Internal Controls, Supervisory Skills, Documentation, Reconciliations, Billing, Invoicing, Variance Analysis, Analysis, Problem Solving, Customer Service, Customer Relations, Account Reconciliation, Financial Analysis, SAP, Microsoft Excel, Finance, Accounts Receivable, PeopleSoft, Process Improvement, Management, Access, Payroll, Financial Accounting, Time Management, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, Corporate Finance
Education
City University of New York-Baruch College 1991 — 1995
Bachelor's Degree, Accounting and Finanace
BlueMountain Capital Management December 2013 - Present
Capstone Investment Advisors March 2010 - December 2013
BlackRock January 2005 - July 2009
New York Foundling Hospital August 2003 - January 2005
Georgeson Shareholder June 1996 - August 2003
Simmons Market Research Bureau June 1989 - June 1996
Skills
Excel, Word, Outlook, Accounts Payable, Accounting, Great Plains, Concur, Reconciliation, Microsoft Office, General Ledger, Spreadsheets, Internal Controls, Supervisory Skills, Documentation, Reconciliations, Billing, Invoicing, Variance Analysis, Analysis, Problem Solving, Customer Service, Customer Relations, Account Reconciliation, Financial Analysis, SAP, Microsoft Excel, Finance, Accounts Receivable, PeopleSoft, Process Improvement, Management, Access, Payroll, Financial Accounting, Time Management, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, Corporate Finance
Education
City University of New York-Baruch College 1991 — 1995
Bachelor's Degree, Accounting and Finanace
Rick-Joseph Benitez's Georgeson Shareholder Experience January 2009 - Present
Job Proxy Solicitor
Industry Financial Services
Experience
Intermerchant Securities September 2009 - Present
Georgeson Shareholder January 2009 - Present
Steiner Sports Memorabilia September 2007 - December 2008
Education
Iona College 2004 — 2008
BBA, Finance
Intermerchant Securities September 2009 - Present
Georgeson Shareholder January 2009 - Present
Steiner Sports Memorabilia September 2007 - December 2008
Education
Iona College 2004 — 2008
BBA, Finance
Juliane Keppler's Georgeson Shareholder Experience June 1988 - April 1996
Job Managing Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX October 2011 - Present
KPMG LLP July 1996 - October 2011
Georgeson Shareholder June 1988 - April 1996
Morgan Stanley 1985 - February 1988
Skills
Shareholder Analysis, Mergers, PTP, Tax Basis, Compliance, Foreign Private Issuer..., Investor Relations, Regulatory Filings, Cost Basis Reporting, Mergers & Acquisitions, Corporate Governance, Financial Analysis, Tax, Investments, Management, Capital Markets, Strategy, Securities, Equities, M&A experience, Financial Services, Finance, Due Diligence, Analysis
Education
City University of New York-Hunter College 2002 — 2004
Math
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Finance
Clark University 1979 — 1983
BA, Psychology
NASDAQ OMX October 2011 - Present
KPMG LLP July 1996 - October 2011
Georgeson Shareholder June 1988 - April 1996
Morgan Stanley 1985 - February 1988
Skills
Shareholder Analysis, Mergers, PTP, Tax Basis, Compliance, Foreign Private Issuer..., Investor Relations, Regulatory Filings, Cost Basis Reporting, Mergers & Acquisitions, Corporate Governance, Financial Analysis, Tax, Investments, Management, Capital Markets, Strategy, Securities, Equities, M&A experience, Financial Services, Finance, Due Diligence, Analysis
Education
City University of New York-Hunter College 2002 — 2004
Math
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Finance
Clark University 1979 — 1983
BA, Psychology
Adrian Lalla's Georgeson Shareholder Experience September 2005 - December 2005
Job Human Resources Professional
Industry Human Resources
Experience
Kelly Engineering Resources March 2008 - Present
Kelly Engineering Resources March 2008 - May 2009
Aerotek E September 2006 - June 2007
Georgeson Shareholder September 2005 - December 2005
Education
Montclair State University 2001 — 2005
B.A., Psychology
Montclair State University
B.A, Psychology
Kelly Engineering Resources March 2008 - Present
Kelly Engineering Resources March 2008 - May 2009
Aerotek E September 2006 - June 2007
Georgeson Shareholder September 2005 - December 2005
Education
Montclair State University 2001 — 2005
B.A., Psychology
Montclair State University
B.A, Psychology
Lloyd Lefcourt's Georgeson Shareholder Experience February 1988 - July 1998
Job Director at Innisfree M & A Inc.
Industry
Experience
Innisfree M & A Inc. August 1998 - Present
Innisfree M&A, Inc. 1998 - Present
Georgeson Shareholder February 1988 - July 1998
Skills
Business Strategy, Corporate Governance, Investor Relations, Investment Banking
Education
SUNY Albany 1983 — 1987
BA
Innisfree M & A Inc. August 1998 - Present
Innisfree M&A, Inc. 1998 - Present
Georgeson Shareholder February 1988 - July 1998
Skills
Business Strategy, Corporate Governance, Investor Relations, Investment Banking
Education
SUNY Albany 1983 — 1987
BA
Ron Schneider's Georgeson Shareholder Experience 1985 - 1992
Job Director of Corporate Governance Services, RR Donnelley Global Capital Markets
Industry Information Services
Experience
RR Donnelley Global Capital Markets April 2013 - Present
Phoenix Advisory Partners, LLC July 2010 - Present
BNY Mellon Shareowner Services 2000 - February 2010
Georgeson Shareholder 1985 - 1992
Skills
Investor Relations, Corporate Governance, Mergers, IPO, Executive Pay, Securities Regulation, Financial Services, Corporate Actions, Governance, Securities, Management, Financial Risk, Mergers & Acquisitions, Executive Management, Asset Management, M&A experience, Fixed Income, Proxy Contests, Capital Markets, Emerging Markets, Investments, Private Equity, Restructuring, Due Diligence, Mutual Funds, Alternative Investments, Risk Management, Acquisitions, Investment Banking, Venture Capital, SEC, Trading
Education
Princeton University 1974 — 1978
Bachelor of Arts, Economics
Ridgewood High School 1970 — 1973
RR Donnelley Global Capital Markets April 2013 - Present
Phoenix Advisory Partners, LLC July 2010 - Present
BNY Mellon Shareowner Services 2000 - February 2010
Georgeson Shareholder 1985 - 1992
Skills
Investor Relations, Corporate Governance, Mergers, IPO, Executive Pay, Securities Regulation, Financial Services, Corporate Actions, Governance, Securities, Management, Financial Risk, Mergers & Acquisitions, Executive Management, Asset Management, M&A experience, Fixed Income, Proxy Contests, Capital Markets, Emerging Markets, Investments, Private Equity, Restructuring, Due Diligence, Mutual Funds, Alternative Investments, Risk Management, Acquisitions, Investment Banking, Venture Capital, SEC, Trading
Education
Princeton University 1974 — 1978
Bachelor of Arts, Economics
Ridgewood High School 1970 — 1973
Shaneshia Franklin's Georgeson Shareholder Experience September 1999 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Georgeson Shareholder September 1999 - September 2010
Education
Borough of Manhattan Community College 1994 — 1996
Computer Operations
Georgeson Shareholder September 1999 - September 2010
Education
Borough of Manhattan Community College 1994 — 1996
Computer Operations
Paul Tansley's Georgeson Shareholder Experience July 2005 - January 2007
Job
Industry Financial Services
Experience
Spdata October 2013 - Present
D & H (Tricura Canada) September 2011 - December 2012
Everest College Canada June 2007 - July 2010
Georgeson Shareholder July 2005 - January 2007
BDP Data Services(Resolve Corporation) December 1997 - June 2004
Skills
student loans processing, accounts reconciliation, general..., licensed collector, student loan..., customer service...
Education
Carleton University 1971 — 1975
BComm., Accounting and Finance
Spdata October 2013 - Present
D & H (Tricura Canada) September 2011 - December 2012
Everest College Canada June 2007 - July 2010
Georgeson Shareholder July 2005 - January 2007
BDP Data Services(Resolve Corporation) December 1997 - June 2004
Skills
student loans processing, accounts reconciliation, general..., licensed collector, student loan..., customer service...
Education
Carleton University 1971 — 1975
BComm., Accounting and Finance
Brian Pralgo's Georgeson Shareholder Experience April 1998 - September 2004
Job Booking Officer at Cochise County Sheriff
Industry Law Enforcement
Experience
Cochise County Sheriff November 2006 - Present
Citicards 2004 - 2006
Press Communications, G106.3 Radio January 2004 - September 2004
Georgeson Shareholder April 1998 - September 2004
CBS Radio 10-10 WINS December 1997 - August 1999
WATH/WXTQ Radio May 1996 - November 1997
Skills
Customer Service, Leadership, Team Building, Coaching, Call Center, Team Leadership, Research, Strategic Planning, Microsoft Office, Conflict Resolution, Microsoft Excel, Account Management, Policy, Leadership Development, Employee Training, Employee Relations, Human Resources, Call Centers, Budgets, PowerPoint, Training, Time Management, Dialers, Recruiting, Analysis, Organizational..., Team Management, Criminal Justice, Social Networking, Performance Management, Process Improvement, Microsoft Word, Operations Management, Program Management, Change Management, Contract Negotiation, Management, Security, Public Speaking, Customer Satisfaction
Education
Rio Salado College 2007 — 2011
A.A.S., Corrections
Pima Medical Institute-Tucson 2010 — 2010
Certificate, Law Enforcement Phlebotomy
Kingsborough Community College 1993 — 1995
Broadcasting
Cochise County Sheriff November 2006 - Present
Citicards 2004 - 2006
Press Communications, G106.3 Radio January 2004 - September 2004
Georgeson Shareholder April 1998 - September 2004
CBS Radio 10-10 WINS December 1997 - August 1999
WATH/WXTQ Radio May 1996 - November 1997
Skills
Customer Service, Leadership, Team Building, Coaching, Call Center, Team Leadership, Research, Strategic Planning, Microsoft Office, Conflict Resolution, Microsoft Excel, Account Management, Policy, Leadership Development, Employee Training, Employee Relations, Human Resources, Call Centers, Budgets, PowerPoint, Training, Time Management, Dialers, Recruiting, Analysis, Organizational..., Team Management, Criminal Justice, Social Networking, Performance Management, Process Improvement, Microsoft Word, Operations Management, Program Management, Change Management, Contract Negotiation, Management, Security, Public Speaking, Customer Satisfaction
Education
Rio Salado College 2007 — 2011
A.A.S., Corrections
Pima Medical Institute-Tucson 2010 — 2010
Certificate, Law Enforcement Phlebotomy
Kingsborough Community College 1993 — 1995
Broadcasting