Gruntal & Company
Industry: Private banking company
DescriptionGruntal & Co. was a boutique investment banking and brokerage firm based in New York City. Prior to its acquisition in 2002, the firm was among the oldest independent investment banking houses in the U.S. The firm was founded as Sternberger & Fuld in 1880 by Maurice Sternberger, who partnered with Ludwig Fuld. Headquarters: New York City, NY Founded: 1880 Number of employees: 700 Ceased operations: 2002 Key people: Benedict H. Gruntal, Morris Hartig, Albert Hartig
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Gruntal & Company Employees
Employee
Years
Job
Industry
Darren Caris Darren Caris's Gruntal & Company Experience June 1993 - June 1996
Job CEO at Caris Global Advisors
Industry Financial Services
Experience
Caris Global Advisors January 2014 - Present
Great Eagle Lighting October 2014 - Present
Caris & Company June 2002 - December 2013
Granite Financial Group June 1999 - March 2002
Torrey Pines Securities August 1996 - May 1999
Gruntal & Company June 1993 - June 1996
Skills
Board of Directors, Capital Markets, Investment Banking, Mergers & Acquisitions, Hedge Funds, Securities, Finance, Equity Trading, Trading, Venture Capital, Investments, Capital, Private Equity, Due Diligence, Economics, Wall Street, Financial Modeling, Equity Research, Series 7, Broker-Dealer, Restructuring, Corporate Finance, Private Placements, Alternative Investments, Equities, IPO, Board Development, Board Governance, Corporate Development
Education
University of California, San Diego 1989 — 1993
BA, Economics
Caris Global Advisors January 2014 - Present
Great Eagle Lighting October 2014 - Present
Caris & Company June 2002 - December 2013
Granite Financial Group June 1999 - March 2002
Torrey Pines Securities August 1996 - May 1999
Gruntal & Company June 1993 - June 1996
Skills
Board of Directors, Capital Markets, Investment Banking, Mergers & Acquisitions, Hedge Funds, Securities, Finance, Equity Trading, Trading, Venture Capital, Investments, Capital, Private Equity, Due Diligence, Economics, Wall Street, Financial Modeling, Equity Research, Series 7, Broker-Dealer, Restructuring, Corporate Finance, Private Placements, Alternative Investments, Equities, IPO, Board Development, Board Governance, Corporate Development
Education
University of California, San Diego 1989 — 1993
BA, Economics
Jay Sullivan Jay Sullivan's Gruntal & Company Experience June 1995 - June 1996
Job Global Finance Director, Portable Analytical Instruments at Thermo Fisher Scientific
Industry Hospital & Health Care
Experience
Thermo Fisher Scientific July 2014 - Present
Boston Scientific March 2007 - June 2014
Boston Scientific March 2002 - February 2007
Gruntal & Company June 1995 - June 1996
Investors Bank & Trust July 1994 - June 1995
Skills
Forecasting, Medical Devices, Sarbanes-Oxley Act, Cross-functional Team..., Hyperion Enterprise, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Managerial Finance, Internal Controls, Strategic Financial..., Analysis, Finance, Accounting, Leadership, Management, Financial Forecasting, Acquisition Integration
Education
Bentley University
Master's degree, Finance, Graduated with Distinction
Bryant University
Bachelor's degree, Finance
Thermo Fisher Scientific July 2014 - Present
Boston Scientific March 2007 - June 2014
Boston Scientific March 2002 - February 2007
Gruntal & Company June 1995 - June 1996
Investors Bank & Trust July 1994 - June 1995
Skills
Forecasting, Medical Devices, Sarbanes-Oxley Act, Cross-functional Team..., Hyperion Enterprise, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Variance Analysis, Managerial Finance, Internal Controls, Strategic Financial..., Analysis, Finance, Accounting, Leadership, Management, Financial Forecasting, Acquisition Integration
Education
Bentley University
Master's degree, Finance, Graduated with Distinction
Bryant University
Bachelor's degree, Finance
John L. Ranft, CIMA, MBA John L. Ranft, CIMA, MBA's Gruntal & Company Experience September 1989 - October 1995
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors, LLC June 2013 - Present
Navellier & Associates January 2008 - June 2013
Prudential Financial August 2003 - December 2007
Manulife Financial August 2002 - June 2003
First Union Securities January 2000 - May 2002
EVEREN Securities October 1995 - December 1999
Gruntal & Company September 1989 - October 1995
Moseley, Hallgarten, Estabrook & Weeden 1983 - 1989
Coopers & Lybrand 1981 - 1983
Skills
Investments, Retirement Planning, Mutual Funds, Sales Management, Sales, Finance, New Business Development
Education
University of California, Berkeley 1977 — 1979
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Finance, General
Steve Iannuzzi Steve Iannuzzi's Gruntal & Company Experience 1993 - 1994
Job Vice President of Sales at SumTotal Systems
Industry Computer Software
Experience
SumTotal Systems January 2014 - Present
SumTotal Systems July 2011 - January 2014
CyberShift, Inc. (now SumTotal Systems) January 2001 - July 2011
Josephthal & Company 1998 - 2001
Nichols, Safina, Lerner & Co. 1994 - 1998
Gruntal & Company 1993 - 1994
Skills
PowerPoint, Microsoft Office, Oracle Applications, Workforce Management, Sales, Human Resources, Analytics, SaaS, Business Development, Strategy, Management, Enterprise Software, Sales Management, Leadership, Recruiting, Performance Management, Lead Generation, Sales Operations, Sales Process, Business Intelligence, CRM, Direct Sales, Selling, Solution Selling, Salesforce.com, Competitive Analysis, Cloud Computing, Professional Services, Software Industry, Strategic Partnerships, Business Analysis, Complex Sales, Sales Presentations, Talent Acquisition, Negotiation, Start-ups, Account Management, Customer Satisfaction, Pre-sales, Product Management, Cross-functional Team..., Channel Partners, B2B, Vendor Management, Product Marketing, Go-to-market Strategy, Applicant Tracking..., Cold Calling, New Business Development, Demand Generation
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelors of Science
Belleville High School 1985 — 1989
Bachelor's degree
SumTotal Systems January 2014 - Present
SumTotal Systems July 2011 - January 2014
CyberShift, Inc. (now SumTotal Systems) January 2001 - July 2011
Josephthal & Company 1998 - 2001
Nichols, Safina, Lerner & Co. 1994 - 1998
Gruntal & Company 1993 - 1994
Skills
PowerPoint, Microsoft Office, Oracle Applications, Workforce Management, Sales, Human Resources, Analytics, SaaS, Business Development, Strategy, Management, Enterprise Software, Sales Management, Leadership, Recruiting, Performance Management, Lead Generation, Sales Operations, Sales Process, Business Intelligence, CRM, Direct Sales, Selling, Solution Selling, Salesforce.com, Competitive Analysis, Cloud Computing, Professional Services, Software Industry, Strategic Partnerships, Business Analysis, Complex Sales, Sales Presentations, Talent Acquisition, Negotiation, Start-ups, Account Management, Customer Satisfaction, Pre-sales, Product Management, Cross-functional Team..., Channel Partners, B2B, Vendor Management, Product Marketing, Go-to-market Strategy, Applicant Tracking..., Cold Calling, New Business Development, Demand Generation
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelors of Science
Belleville High School 1985 — 1989
Bachelor's degree
Colin Rath Colin Rath's Gruntal & Company Experience April 1995 - May 2000
Job Investment Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2000 - Present
Gruntal & Company April 1995 - May 2000
Skills
Wealth Management..., Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Stock Picking, Capital Markets, Alternative Investments, Asset Allocation, Finance, Asset Management, Fixed Income, Series 7, Financial Planning, Portfolio Management, Financial Analysis, Equities, Investments
Education
University of Missouri-Columbia 1981 — 1983
BS, Literature
RBC Wealth Management June 2000 - Present
Gruntal & Company April 1995 - May 2000
Skills
Wealth Management..., Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Stock Picking, Capital Markets, Alternative Investments, Asset Allocation, Finance, Asset Management, Fixed Income, Series 7, Financial Planning, Portfolio Management, Financial Analysis, Equities, Investments
Education
University of Missouri-Columbia 1981 — 1983
BS, Literature
Andrew Donaghue Andrew Donaghue's Gruntal & Company Experience April 1992 - January 1993
Job Independent Transportation/Trucking/Railroad Professional
Industry Transportation/Trucking/Railroad
Experience
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
Corbin Kohn's Gruntal & Company Experience March 1995 - September 1999
Job Owner, Newton Dog Walking Inc.
Industry Consumer Services
Experience
Newton Dog Walking Inc. September 2002 - Present
Ask Jeeves May 2000 - June 2002
Mothernature.com September 1999 - May 2000
Gruntal & Company March 1995 - September 1999
Shearson Lehman Brothers April 1992 - March 1995
Skills
Start-ups, Entrepreneurship, New Business Development, Small Business, Social Media Marketing, Online Marketing, Marketing, Social Media, Customer Service, Strategy, Marketing Strategy, Sales, Project Management, Management, Strategic Planning
Education
Boston University Questrom School of Business 1986 — 1990
BS, Business Administration
Newton Dog Walking Inc. September 2002 - Present
Ask Jeeves May 2000 - June 2002
Mothernature.com September 1999 - May 2000
Gruntal & Company March 1995 - September 1999
Shearson Lehman Brothers April 1992 - March 1995
Skills
Start-ups, Entrepreneurship, New Business Development, Small Business, Social Media Marketing, Online Marketing, Marketing, Social Media, Customer Service, Strategy, Marketing Strategy, Sales, Project Management, Management, Strategic Planning
Education
Boston University Questrom School of Business 1986 — 1990
BS, Business Administration
Linda Armstrong Linda Armstrong's Gruntal & Company Experience November 1987 - January 1990
Job Founder Executive Director at Dress for Success Luzerne County
Industry Nonprofit Organization Management
Experience
Dress for Success Luzerne County January 2010 - Present
Keystone Automotive Operations August 2008 - November 2010
Greater Pittston YMCA June 2006 - May 2007
Sumitomo Trust & Banking Company (USA) April 2002 - February 2007
Prudential Securities, Inc January 1990 - March 2002
Gruntal & Company November 1987 - January 1990
Financial Clearing & Services September 1986 - November 1987
Bankers Trust Company June 1981 - January 1986
Skills
Negotiation, Budgets, Customer Service, Microsoft Office, Human Resources, Operations Management, Strategic Planning, Training, Team Building, Process Improvement, Customer Satisfaction, Access, Project Management, Management, Coaching, Microsoft Word, Marketing Strategy, Sales Management, Contract Negotiation, Retail, Account Management, Business Planning, Organizational..., Sales, Public Speaking, Nonprofits, Microsoft Excel, Business Strategy, Marketing, Software Documentation, Leadership, New Business Development, Change Management, Team Leadership, Social Media, Event Planning, Fundraising, Mergers & Acquisitions, Social Networking, Program Management, Policy, Leadership Development, Payroll, Analysis, Strategy, Start-ups, Employee Relations, Project Planning, Marketing Communications, Banking
Education
King's College 2008 — 2010
Certificate, Economics
Dress for Success Luzerne County January 2010 - Present
Keystone Automotive Operations August 2008 - November 2010
Greater Pittston YMCA June 2006 - May 2007
Sumitomo Trust & Banking Company (USA) April 2002 - February 2007
Prudential Securities, Inc January 1990 - March 2002
Gruntal & Company November 1987 - January 1990
Financial Clearing & Services September 1986 - November 1987
Bankers Trust Company June 1981 - January 1986
Skills
Negotiation, Budgets, Customer Service, Microsoft Office, Human Resources, Operations Management, Strategic Planning, Training, Team Building, Process Improvement, Customer Satisfaction, Access, Project Management, Management, Coaching, Microsoft Word, Marketing Strategy, Sales Management, Contract Negotiation, Retail, Account Management, Business Planning, Organizational..., Sales, Public Speaking, Nonprofits, Microsoft Excel, Business Strategy, Marketing, Software Documentation, Leadership, New Business Development, Change Management, Team Leadership, Social Media, Event Planning, Fundraising, Mergers & Acquisitions, Social Networking, Program Management, Policy, Leadership Development, Payroll, Analysis, Strategy, Start-ups, Employee Relations, Project Planning, Marketing Communications, Banking
Education
King's College 2008 — 2010
Certificate, Economics
Robert Clappi's Gruntal & Company Experience February 1996 - August 1996
Job Fixed Income Trader at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Frank Quartararo Frank Quartararo's Gruntal & Company Experience 1995 - 2002
Job General Manager at Life Time
Industry Health, Wellness and Fitness
Experience
Life Time - The Healthy Way of Life Company June 2015 - Present
Life Time - The Healthy Way of Life Company July 2013 - Present
Nasscomm October 2012 - May 2013
Wells Fargo Advisors 2008 - 2011
Citigroup Global Markets 2002 - 2008
Gruntal & Company 1995 - 2002
Skills
New Business Development, New Business Generation, Staff Augmentation, Sales Presentations, Client Relationship..., Training & Development, CRM, Solution Selling, Enterprise Software, Account Management, Management, Leadership, Sales, Business Development, Employee Training, Customer Service, Cold Calling
Education
Long Island University, C.W. Post Campus
Bachelor's degree
Life Time - The Healthy Way of Life Company June 2015 - Present
Life Time - The Healthy Way of Life Company July 2013 - Present
Nasscomm October 2012 - May 2013
Wells Fargo Advisors 2008 - 2011
Citigroup Global Markets 2002 - 2008
Gruntal & Company 1995 - 2002
Skills
New Business Development, New Business Generation, Staff Augmentation, Sales Presentations, Client Relationship..., Training & Development, CRM, Solution Selling, Enterprise Software, Account Management, Management, Leadership, Sales, Business Development, Employee Training, Customer Service, Cold Calling
Education
Long Island University, C.W. Post Campus
Bachelor's degree
Sarah Figuereo-Rey's Gruntal & Company Experience September 1991 - July 1994
Job Special Projects Coordinator at New York City Housing Authority (NYCHA)
Industry Government Administration
Experience
New York City Housing Authority (NYCHA) March 2014 - Present
NYC Mayor's Office January 2014 - February 2014
New York City Public Advocate January 2010 - December 2013
New York City Council Member Bill de Blasio January 2002 - December 2009
Harbor Securities March 1997 - April 1999
Association of University Physicians August 1994 - June 1997
Gruntal & Company September 1991 - July 1994
Skills
Politics, Mommy, Workshop Facilitation, Community Outreach, Press Releases, Program Development, Community Organizing, Non-profits, Case Managment, Community Development, Economic Development, Event Planning, Fundraising, Government, Grant Writing, Grants, Grassroots Organizing, Leadership, Legal Writing, Nonprofits, Policy, Policy Analysis, Program Evaluation, Proposal Writing, Public Policy, Public Relations, Public Speaking, Research, Social Services, Spanish, Strategy, Teaching, Training, Volunteer Management, Youth Development
Education
City University of New York City College 2000 — 2001
State University of New York Educational Opportunity Center 2000 — 2001
English
John Adams HS 1983 — 1987
New York City Housing Authority (NYCHA) March 2014 - Present
NYC Mayor's Office January 2014 - February 2014
New York City Public Advocate January 2010 - December 2013
New York City Council Member Bill de Blasio January 2002 - December 2009
Harbor Securities March 1997 - April 1999
Association of University Physicians August 1994 - June 1997
Gruntal & Company September 1991 - July 1994
Skills
Politics, Mommy, Workshop Facilitation, Community Outreach, Press Releases, Program Development, Community Organizing, Non-profits, Case Managment, Community Development, Economic Development, Event Planning, Fundraising, Government, Grant Writing, Grants, Grassroots Organizing, Leadership, Legal Writing, Nonprofits, Policy, Policy Analysis, Program Evaluation, Proposal Writing, Public Policy, Public Relations, Public Speaking, Research, Social Services, Spanish, Strategy, Teaching, Training, Volunteer Management, Youth Development
Education
City University of New York City College 2000 — 2001
State University of New York Educational Opportunity Center 2000 — 2001
English
John Adams HS 1983 — 1987
Andre Baynes Andre Baynes's Gruntal & Company Experience 1991 - 1994
Job Senior Legal Counsel at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Fidelity Investments January 2014 - Present
Fidelity Investments 2010 - January 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
OneCore Financial Services 2000 - 2001
MFS Investment Management 1997 - 2000
Putnam Investments 1995 - 1997
Gruntal & Company 1991 - 1994
Skills
ERISA, Financial Services, IRAs, Contract Negotiation, Retirement Planning, Finance, Retirement, Qualified Retirement..., Legal Advice, Public Speaking, 401k, Traditional IRA, Non-Qualified Deferred..., Mutual Funds, Securities, Roth IRA, SEP IRA, 409A, Client Issue Resolution, Regulatory Analysis, Legislative Issues, State & Federal Laws, ETFs, DOL, IRS, Simple IRA, Internal Revenue Code, Defined Contribution, Employee Benefits, Client Training, Insurance, 1940 Act, SEC
Education
Suffolk University Law School 2003 — 2007
J.D, Law
Boston University Questrom School of Business 2000 — 2003
MBA, Business Administration
Tufts University 1987 — 1991
Bachelor of Science, Psychology
Ramapo Senior High School 1983 — 1987
Thomas Cagnassola Thomas Cagnassola's Gruntal & Company Experience 1993 - 1994
Job Director, Sales Northeast Del Monte
Industry Food & Beverages
Experience
Del Monte Fresh Produce N.A., Inc August 2004 - Present
DOLE Fresh Vegetables 2002 - 2004
Sysco 1998 - 2002
Vail Resorts 1995 - 1997
Oppenhiemer & Co 1994 - 1995
Gruntal & Company 1993 - 1994
Skills
Sales Operations, Budgets, Contract Negotiation, Leadership, Training, Succession Planning, CRM, Product Launch, Food Industry, Grocery, Food, Merchandising, New Business Development, Food Service, Sales Management, Retail, Forecasting, Profit, Income Statement, Product Development
Education
Johnson & Wales-Vail 1995 — 1996
Associate, Culinary Arts
Fairleigh Dickinson University 1987 — 1991
Bachelor Science, Marketing
Del Monte Fresh Produce N.A., Inc August 2004 - Present
DOLE Fresh Vegetables 2002 - 2004
Sysco 1998 - 2002
Vail Resorts 1995 - 1997
Oppenhiemer & Co 1994 - 1995
Gruntal & Company 1993 - 1994
Skills
Sales Operations, Budgets, Contract Negotiation, Leadership, Training, Succession Planning, CRM, Product Launch, Food Industry, Grocery, Food, Merchandising, New Business Development, Food Service, Sales Management, Retail, Forecasting, Profit, Income Statement, Product Development
Education
Johnson & Wales-Vail 1995 — 1996
Associate, Culinary Arts
Fairleigh Dickinson University 1987 — 1991
Bachelor Science, Marketing
Wendy Ehrlich CRPC® Wendy Ehrlich CRPC®'s Gruntal & Company Experience June 1985 - August 1987
Job Regional Vice President, OppenheimerFunds, Long Island, NY
Industry Financial Services
Experience
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
OppenheimerFunds April 1991 - Present
OppenheimerFunds August 1987 - April 1991
Gruntal & Company June 1985 - August 1987
EF Hutton February 1982 - June 1985
Skills
Series 63, Series 7, Separately Managed..., Mutual Funds, Series 24, Asset Allocation, Series 6, Strategic Financial..., Retirement, Investments, Financial Services, Asset Managment, 401k, Investment Management, Financial Advisory, Asset Management, Retirement Planning, Alternative Investments, Investment Advisory, FINRA, Wealth Management, Relationship Management, Securities, Leadership, Fixed Annuities, Investment Strategies, Series 65, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1982 — 1986
Finance; Marketing
University of Michigan - Stephen M. Ross School of Business 1981 — 1982
Finance; Marketing
State University of New York at Buffalo - School of Management 1977 — 1981
B.S., Finance; Accounting
Jonathan Geiger Jonathan Geiger's Gruntal & Company Experience November 1994 - April 1996
Job Vice PresidentFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
Charles Schwab October 2010 - Present
Tortoise Capital Advisors June 2010 - October 2010
JP Morgan Asset Management January 2004 - August 2009
JP Morgan Asset Managent November 1997 - December 2003
Seligman Data Corporation May 1996 - November 1997
Gruntal & Company November 1994 - April 1996
Education
Frostburg State University 1986 — 1990
BA, Finance
Pikesville High School 1982 — 1986
Michael Clulow, CFA's Gruntal & Company Experience 1997 - 1998
Job Sector Portfolio Manager at Mazama Capital Mgt.
Industry Financial Services
Experience
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Mazama Capital Management 2002 - Present
UBS 2000 - 2002
CIBC World Markets 1998 - 2000
Gruntal & Company 1997 - 1998
TIAA-CREF 1996 - 1997
Instinet Incorporated 1995 - 1995
PNC 1990 - 1994
Education
Chartered Financial Analyst 2000 — 2002
CFA, Passed all three levels
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Economics Double Major, Honors Graduate
Miami University 1986 — 1990
Bachelor's degree, Finance Major
Dushyant Pandit's Gruntal & Company Experience 1997 - 1999
Job Investment Advisor at Dorchester Advisors
Industry Investment Management
Experience
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Brian Gibson's Gruntal & Company Experience July 1999 - May 2002
Job VP Network Architecture Currenex
Industry Information Technology and Services
Experience
Currenex - State Street Corporation 2008 - Present
Currenex November 2007 - Present
Ryan Beck & Co. May 2002 - September 2007
Gruntal & Company July 1999 - May 2002
Multex 1995 - 1999
Reuters/Multex 1995 - 1999
Skills
Vendor Management, Cisco Technologies, Trading Systems, Security, Networking, Data Center, Network Design, Firewalls, Network Administration, Network Engineering, Low Latency, Market Data, Enterprise Software, Program Management, Cloud Computing, Integration, SaaS, Network Security, Project Management, Financial Markets, Strategic Partnerships, Switches, Solution Selling, Software Development, VPN, Servers, Electronic Trading, BGP, IT Operations
Education
Northeastern University 1986 — 1988
Currenex - State Street Corporation 2008 - Present
Currenex November 2007 - Present
Ryan Beck & Co. May 2002 - September 2007
Gruntal & Company July 1999 - May 2002
Multex 1995 - 1999
Reuters/Multex 1995 - 1999
Skills
Vendor Management, Cisco Technologies, Trading Systems, Security, Networking, Data Center, Network Design, Firewalls, Network Administration, Network Engineering, Low Latency, Market Data, Enterprise Software, Program Management, Cloud Computing, Integration, SaaS, Network Security, Project Management, Financial Markets, Strategic Partnerships, Switches, Solution Selling, Software Development, VPN, Servers, Electronic Trading, BGP, IT Operations
Education
Northeastern University 1986 — 1988
Keith Swart's Gruntal & Company Experience 1999 - 2000
Job Partner, F4 Designs LLC
Industry Construction
Experience
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
Robert Upton's Gruntal & Company Experience 2000 - 2001
Job Vice President at Auto Finance Company III
Industry Financial Services
Experience
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Auto Finance Company III January 2008 - Present
William & Mary 1991 - 2009
Auto Finance Company, LLC April 2001 - January 2008
Gruntal & Company 2000 - 2001
First Union Securities 1997 - 2000
Wheat First 1996 - 1997
Anderson & Strudwick 1994 - 1996
Skills
Public Speaking, Financial Modeling, Financial Analysis, Process Improvement, Strategic Planning, Business Analysis, Risk Management, Business Strategy, Strategic Financial..., Financial Reporting, Valuation, Management Consulting, Corporate Finance, Project Management, Business Process..., Analysis
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
MBA
The College of William and Mary 1988 — 1991
BBA, accounting
The College of William and Mary - The Mason School of Business 1988 — 1991
BBA, Accounting
Radford University 1986 — 1988
Hank Soluk's Gruntal & Company Experience 1995 - 1998
Job VP Institutional Sales at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
TD Ameritrade Institutional November 2006 - Present
Sincere & Co. January 2005 - November 2006
Kobren Insight Management 2002 - 2005
A.G. Edwards 1999 - 2002
Gruntal & Company 1995 - 1998
Education
University of Rhode Island 1991 — 1995
BA., Finance
Bruce Honicky's Gruntal & Company Experience January 1999 - March 2001
Job Sr. Vice President at Metropolitan West Capital Mgmt
Industry Financial Services
Experience
Metropolitan West Capital Mgmt April 2005 - Present
Metropolitan West Capital Managment 2005 - Present
Oppenheimer & Co. April 2001 - March 2005
Gruntal & Company January 1999 - March 2001
Royal Alliance Associates, Inc. February 1992 - December 1998
Education
Miami University 1986 — 1990
Bachelor of Arts, Public Administration, Finance
Metropolitan West Capital Mgmt April 2005 - Present
Metropolitan West Capital Managment 2005 - Present
Oppenheimer & Co. April 2001 - March 2005
Gruntal & Company January 1999 - March 2001
Royal Alliance Associates, Inc. February 1992 - December 1998
Education
Miami University 1986 — 1990
Bachelor of Arts, Public Administration, Finance
Ronald Greenfield's Gruntal & Company Experience 1995 - 1997
Job Actively seeking full time position or consulting role in Security Operations.
Industry Financial Services
Experience
Nomura Securities April 2011 - October 2013
Macquarie Capital (USA) Inc August 2009 - November 2010
ABN AMRO January 2002 - November 2008
National Investor Services May 1997 - January 2002
GRUNTAL & COMPANY 1995 - 1997
Prudential Securities 1986 - 1994
Skills
Fixed Income, Securities, Equities, Trading, Financial Risk, Derivatives, Operational Risk, Finance, Investment Banking, Middle Office, Operations Management, Mutual Funds, Back Office, Capital Markets, Financial Services, Options, Securities Lending, Prime Brokerage, Bloomberg, Trading Systems, FX Options, Securities Regulation, Account Reconciliation, Operational Risk..., Nostro Reconciliation, Financial Markets, Corporate Actions, Swaps, Credit Derivatives, Bonds, Funding, Interest Rate..., Equity Trading, Market Data, P&L reconciliation, Settlement, Asset Management, Internal Controls, Structured Products, Electronic Trading, Collateral Management, AML, Market Risk, Series 7, Alternative Investments, Emerging Markets, Portfolio Management, Operations Control, P&L Management, Credit
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting-Economics
Kingsborough Community College 1982 — 1983
Accounting
Nomura Securities April 2011 - October 2013
Macquarie Capital (USA) Inc August 2009 - November 2010
ABN AMRO January 2002 - November 2008
National Investor Services May 1997 - January 2002
GRUNTAL & COMPANY 1995 - 1997
Prudential Securities 1986 - 1994
Skills
Fixed Income, Securities, Equities, Trading, Financial Risk, Derivatives, Operational Risk, Finance, Investment Banking, Middle Office, Operations Management, Mutual Funds, Back Office, Capital Markets, Financial Services, Options, Securities Lending, Prime Brokerage, Bloomberg, Trading Systems, FX Options, Securities Regulation, Account Reconciliation, Operational Risk..., Nostro Reconciliation, Financial Markets, Corporate Actions, Swaps, Credit Derivatives, Bonds, Funding, Interest Rate..., Equity Trading, Market Data, P&L reconciliation, Settlement, Asset Management, Internal Controls, Structured Products, Electronic Trading, Collateral Management, AML, Market Risk, Series 7, Alternative Investments, Emerging Markets, Portfolio Management, Operations Control, P&L Management, Credit
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting-Economics
Kingsborough Community College 1982 — 1983
Accounting
Michael Herman's Gruntal & Company Experience May 1992 - May 1994
Job Principal / Owner at KPMG Advisory
Industry Management Consulting
Experience
KPMG July 2013 - Present
Kroll September 2012 - February 2013
Sales Productivity Partners/Blue RIdge Partners LLC November 2010 - September 2012
Deloitte May 2007 - November 2010
Deloitte Consulting January 2000 - June 2010
Sibson Consulting 1997 - 2000
Total Marine Care & Maintenance June 1995 - February 1997
Active International May 1994 - July 1995
Gruntal & Company May 1992 - May 1994
Prime Charter LLP September 1991 - May 1992
Skills
Acquisition Integration, Sales Process, Go-to-market Strategy, Performance Improvement, Professional Services, Start-ups, Strategy, Strategic Consulting, Business Strategy, Management, Management Consulting, Mergers & Acquisitions, Corporate Development, Performance Management, Business Transformation, P&L Management, Strategic Partnerships, Restructuring, Business Planning, Business Process..., Change Management, Organizational Design, Business Intelligence, Analytics, Program Management, Entrepreneurship, Leadership
Education
University of Pennsylvania 1987 — 1991
BA
Jericho High School 1984 — 1987
KPMG July 2013 - Present
Kroll September 2012 - February 2013
Sales Productivity Partners/Blue RIdge Partners LLC November 2010 - September 2012
Deloitte May 2007 - November 2010
Deloitte Consulting January 2000 - June 2010
Sibson Consulting 1997 - 2000
Total Marine Care & Maintenance June 1995 - February 1997
Active International May 1994 - July 1995
Gruntal & Company May 1992 - May 1994
Prime Charter LLP September 1991 - May 1992
Skills
Acquisition Integration, Sales Process, Go-to-market Strategy, Performance Improvement, Professional Services, Start-ups, Strategy, Strategic Consulting, Business Strategy, Management, Management Consulting, Mergers & Acquisitions, Corporate Development, Performance Management, Business Transformation, P&L Management, Strategic Partnerships, Restructuring, Business Planning, Business Process..., Change Management, Organizational Design, Business Intelligence, Analytics, Program Management, Entrepreneurship, Leadership
Education
University of Pennsylvania 1987 — 1991
BA
Jericho High School 1984 — 1987
Robert Covino's Gruntal & Company Experience 1992 - 1997
Job Executive Director South Florida Complex Director at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
Cheryl Shapiro's Gruntal & Company Experience June 1990 - May 2000
Job Analyst at Barclays Wealth & Investment Management, Americas
Industry Financial Services
Experience
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Barclays December 2010 - Present
Northern Trust February 2010 - October 2010
Lehman Brothers May 2000 - September 2008
Gruntal & Company June 1990 - May 2000
Wedbush Morgan February 1989 - June 1990
Skills
Investments, Trading, Management, Economics, Equities, Hedge Funds
Education
California State University-Northridge 1996 — 2000
BA, English Literature
Amie Reen's Gruntal & Company Experience July 2000 - July 2002
Job 1st Grade Teaching Assistant at BFCCPS
Industry Primary/Secondary Education
Experience
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
BFCCPS August 2014 - Present
BFCCPS August 2010 - Present
BRCPS August 2008 - July 2010
Stifel Financial Corp. April 2005 - January 2007
Ryan Beck & Co. July 2002 - April 2005
Gruntal & Company July 2000 - July 2002
Bear Stearns October 2000 - July 2001
Leerink Swann March 2000 - October 2000
Skills
Teaching, Special Education, Classroom Management, Microsoft Office, Research, Public Speaking, Outlook, Strategic Planning
Education
American International College 2012 — 2014
Master's degree, Elementary Education and Teaching
University of Miami 1995 — 1999
Bachelor of Science, Broadcast Journalism and English Literature (Double Major)
Mark D. McGowan's Gruntal & Company Experience July 1990 - June 1992
Job Vice President Securities Lending Trading at Goldman Sachs
Industry Financial Services
Experience
Goldman, Sachs & Company June 2005 - Present
Deutsche Asset Management September 2000 - March 2005
Nomura Securities International, Inc September 1993 - August 2000
Ungerer & Company July 1992 - August 1993
Gruntal & Company July 1990 - June 1992
Technochem, Inc June 1989 - June 1990
Skills
Equities, Hedge Funds, Securities Lending, Mutual Funds, Banking, Funding, MBS, Fixed Income, Prime Brokerage, Series 7, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Sales, Trading, Securities, Series 63, Investment Banking, Asset Managment, Bonds
Education
Lehigh University 1985 — 1989
B.S., Marketing
Goldman, Sachs & Company June 2005 - Present
Deutsche Asset Management September 2000 - March 2005
Nomura Securities International, Inc September 1993 - August 2000
Ungerer & Company July 1992 - August 1993
Gruntal & Company July 1990 - June 1992
Technochem, Inc June 1989 - June 1990
Skills
Equities, Hedge Funds, Securities Lending, Mutual Funds, Banking, Funding, MBS, Fixed Income, Prime Brokerage, Series 7, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Sales, Trading, Securities, Series 63, Investment Banking, Asset Managment, Bonds
Education
Lehigh University 1985 — 1989
B.S., Marketing
Linda J Dillon's Gruntal & Company Experience January 1990 - January 1996
Job Executive/Personal Assistant
Industry Financial Services
Experience
DLC Management Corp October 2013 - Present
Kayne Anderson Capital Advisors January 2013 - October 2013
Aux Delices Catering January 2007 - January 2012
American Express January 1996 - January 2004
Gruntal & Company January 1990 - January 1996
Avenue Magazine January 1988 - January 1990
Education
Fairfield University 1982 — 1987
B.A, Economics
American College in Paris 1986 — 1986
DLC Management Corp October 2013 - Present
Kayne Anderson Capital Advisors January 2013 - October 2013
Aux Delices Catering January 2007 - January 2012
American Express January 1996 - January 2004
Gruntal & Company January 1990 - January 1996
Avenue Magazine January 1988 - January 1990
Education
Fairfield University 1982 — 1987
B.A, Economics
American College in Paris 1986 — 1986
Andrew Bacchi's Gruntal & Company Experience 1996 - 2001
Job Hedge Fund Accountant
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company October 2003 - December 2010
Gruntal & Company 1996 - 2001
Education
Monsignor Farrell High School 1982 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1990
Accounting
International Fund Services (Ireland) Ltd, A State Street Company October 2003 - December 2010
Gruntal & Company 1996 - 2001
Education
Monsignor Farrell High School 1982 — 1996
Baruch College, City University of New York (CUNY) 1986 — 1990
Accounting
Darren Rehbein's Gruntal & Company Experience July 1990 - September 1991
Job Mutual Fund Operations
Industry Financial Services
Experience
Morgan Stanley/ Smith Barney – 2 Harbor side Financial Center January 2007 - Present
UBS PaineWebber May 1996 - December 2003
John Hancock Clearing Corporation September 1991 - May 1996
Gruntal & Company July 1990 - September 1991
Skills
Mutual fund Trading, Account Reconciliation, Microsoft Excel, ADP Brokerage Systems, DST Vision, Dividends, Corporate Actions, Macro, Microsoft Office, Commission, Trading, Back Office, Training, Finance, Leadership, Time Management, Process Improvement
Education
University of Phoenix 2008 — 2010
Associates, Bussiness
Morgan Stanley/ Smith Barney – 2 Harbor side Financial Center January 2007 - Present
UBS PaineWebber May 1996 - December 2003
John Hancock Clearing Corporation September 1991 - May 1996
Gruntal & Company July 1990 - September 1991
Skills
Mutual fund Trading, Account Reconciliation, Microsoft Excel, ADP Brokerage Systems, DST Vision, Dividends, Corporate Actions, Macro, Microsoft Office, Commission, Trading, Back Office, Training, Finance, Leadership, Time Management, Process Improvement
Education
University of Phoenix 2008 — 2010
Associates, Bussiness
First National Bank of Omaha
PIMCO
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank