HARRISDIRECT Company
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HARRISDIRECT Employees
Employee
Years
Job
Industry
Bonnie Van Dyke Bonnie Van Dyke's HARRISDIRECT Experience July 1998 - October 2005
Job
Industry Financial Services
Experience
E*TRADE FINANCIAL October 2005 - Present
Harrisdirect July 1998 - October 2005
Education
NYU - Stern School of Business 2003 — 2006
MBA, Product Management, Finance, Economics
Rutgers University 1994 — 1998
B.S., Finance
E*TRADE FINANCIAL October 2005 - Present
Harrisdirect July 1998 - October 2005
Education
NYU - Stern School of Business 2003 — 2006
MBA, Product Management, Finance, Economics
Rutgers University 1994 — 1998
B.S., Finance
Eric Garner Eric Garner's HARRISDIRECT Experience 2004 - 2005
Job Regional Director of Donor Recruitment for the Carolinas Blood Services Region at The American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross November 2012 - Present
Gaston Alive Magazine January 2012 - November 2012
LPL Financial Institution Services January 2006 - June 2011
Harrisdirect 2004 - 2005
DLJdirect 1999 - 2005
HARRISdirect, LLC, (formerly CSFBdirect and DLJdirect) 1999 - 2005
First Citizens Bank 1994 - 1999
First Union Securities 1990 - 1994
Skills
Series 7, Strategic Planning, Problem Solving, Performance Management, Budgeting, Talent Management, Coaching, Organizational..., Customer Relations, Leadership Development, Team Building, Compliance, Customer Service, Negotiation, Public Speaking, Process Improvement, New Business Development, Project Planning, Budgets, Business Development, Sales, Account Management, Banking, Strategy
Education
Villanova University 2011 — 2011
Certificate, Finance and Accounting
Villanova University 2010 — 2011
Master Certificate, Strategic Organizational Leadership
Mars Hill University 1972 — 1976
BA, English
American Red Cross November 2012 - Present
Gaston Alive Magazine January 2012 - November 2012
LPL Financial Institution Services January 2006 - June 2011
Harrisdirect 2004 - 2005
DLJdirect 1999 - 2005
HARRISdirect, LLC, (formerly CSFBdirect and DLJdirect) 1999 - 2005
First Citizens Bank 1994 - 1999
First Union Securities 1990 - 1994
Skills
Series 7, Strategic Planning, Problem Solving, Performance Management, Budgeting, Talent Management, Coaching, Organizational..., Customer Relations, Leadership Development, Team Building, Compliance, Customer Service, Negotiation, Public Speaking, Process Improvement, New Business Development, Project Planning, Budgets, Business Development, Sales, Account Management, Banking, Strategy
Education
Villanova University 2011 — 2011
Certificate, Finance and Accounting
Villanova University 2010 — 2011
Master Certificate, Strategic Organizational Leadership
Mars Hill University 1972 — 1976
BA, English
Tom McAneney Tom McAneney's HARRISDIRECT Experience June 1995 - September 2005
Job Vice President,eCommerce and Customer Service at The Children's Place
Industry Retail
Experience
The Children's Place April 2010 - Present
Movado Group, Inc March 2006 - March 2010
E*TRADE Financial October 2005 - March 2006
Harrisdirect June 1995 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, E-commerce, Leadership, Process Improvement, Marketing Strategy, Call Centers, Customer Satisfaction, Management, Strategic Planning, Business Analysis, Customer Experience, Business Strategy
Education
Muhlenberg College 1991 — 1995
Bachelor's degree, Economics
The Children's Place April 2010 - Present
Movado Group, Inc March 2006 - March 2010
E*TRADE Financial October 2005 - March 2006
Harrisdirect June 1995 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, E-commerce, Leadership, Process Improvement, Marketing Strategy, Call Centers, Customer Satisfaction, Management, Strategic Planning, Business Analysis, Customer Experience, Business Strategy
Education
Muhlenberg College 1991 — 1995
Bachelor's degree, Economics
Blake Henry's HARRISDIRECT Experience 2004 - 2005
Job Managing Partner at Silver Management
Industry Financial Services
Experience
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Michelle Padro Michelle Padro's HARRISDIRECT Experience 2004 - 2006
Job Real Estate Agent at Sotheby's International Realty
Industry Financial Services
Experience
Sotheby's International Realty July 2014 - Present
Source4 Teachers April 2014 - Present
E*TRADE Financial February 2006 - February 2013
E*TRADE Financial 2006 - February 2013
Harrisdirect 2004 - 2006
DLJdirect 1998 - 2002
Skills
Series 7, Series 24, Securities, Series 63, Equities, Mutual Funds, FINRA, Fixed Income, Financial Services, Wealth Management, Trading, Investments, Risk Management, Options, Capital Markets, Back Office, Alternative Investments, Middle Office, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark
Sotheby's International Realty July 2014 - Present
Source4 Teachers April 2014 - Present
E*TRADE Financial February 2006 - February 2013
E*TRADE Financial 2006 - February 2013
Harrisdirect 2004 - 2006
DLJdirect 1998 - 2002
Skills
Series 7, Series 24, Securities, Series 63, Equities, Mutual Funds, FINRA, Fixed Income, Financial Services, Wealth Management, Trading, Investments, Risk Management, Options, Capital Markets, Back Office, Alternative Investments, Middle Office, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark
Peter Phoa Peter Phoa's HARRISDIRECT Experience March 2005 - October 2005
Job Project Manager at BMO
Industry Financial Services
Experience
BMO Financial Group January 2013 - Present
BMO Financial Group October 2005 - January 2013
CBC 2001 - 2006
Harrisdirect March 2005 - October 2005
Opera Ontario September 2000 - December 2003
Skills
Copywriting, Direct Mail, Banking, Financial Services, Art Direction, Relationship Management, Video Production, Adobe Creative Suite, Creative Direction, Marketing Communications, Event Management, Management, Team Leadership, Project Management, Corporate Events, Customer Experience, Advertising, Segmentation, Leadership, Marketing Strategy, Budgets, Team Management, Web Design, Strategy, Press Releases, Editing, Marketing, Digital Marketing, Online Advertising, Direct Marketing, Public Relations, Fundraising, Wealth Management, Mutual Funds, Retail Banking, Integrated Marketing, Risk Management
Education
University of Toronto 2014 — 2016
Project Management Certificate, Project Management
BMO Financial Group Institute for Learning 2008 — 2009
Management and Leadership Seminar, Strategy, Management, Leadership
York University - Schulich School of Business 2004 — 2004
Certificate, Marketing/Marketing Management, General
McGill University 1998 — 2000
Masters, Music
McGill University 1993 — 1998
Bachelor's degree, Music Performance, General
University of Alberta 1987 — 1991
Bachelor of Arts, English Literature
BMO Financial Group January 2013 - Present
BMO Financial Group October 2005 - January 2013
CBC 2001 - 2006
Harrisdirect March 2005 - October 2005
Opera Ontario September 2000 - December 2003
Skills
Copywriting, Direct Mail, Banking, Financial Services, Art Direction, Relationship Management, Video Production, Adobe Creative Suite, Creative Direction, Marketing Communications, Event Management, Management, Team Leadership, Project Management, Corporate Events, Customer Experience, Advertising, Segmentation, Leadership, Marketing Strategy, Budgets, Team Management, Web Design, Strategy, Press Releases, Editing, Marketing, Digital Marketing, Online Advertising, Direct Marketing, Public Relations, Fundraising, Wealth Management, Mutual Funds, Retail Banking, Integrated Marketing, Risk Management
Education
University of Toronto 2014 — 2016
Project Management Certificate, Project Management
BMO Financial Group Institute for Learning 2008 — 2009
Management and Leadership Seminar, Strategy, Management, Leadership
York University - Schulich School of Business 2004 — 2004
Certificate, Marketing/Marketing Management, General
McGill University 1998 — 2000
Masters, Music
McGill University 1993 — 1998
Bachelor's degree, Music Performance, General
University of Alberta 1987 — 1991
Bachelor of Arts, English Literature
Bobbi Brown's HARRISDIRECT Experience June 2004 - January 2006
Job VP, Marketing Communications
Industry Financial Services
Experience
Bank of America February 2006 - Present
Harrisdirect June 2004 - January 2006
Synergy Bank March 2002 - June 2004
Cherry Hill Medical Associates August 2001 - March 2002
BusinessEdge Solutions May 2000 - July 2001
Datek Online Holdings Corp. December 1997 - May 2000
First Union May 1993 - November 1997
Skills
Series 7, Financial Services, Series 63, FINRA, Equities, Mutual Funds, Securities, Electronic Trading, Investments, Trading Systems, Marketing Communications, Project Management, Management, Retirement Benefits, Training & Development
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government
Bank of America February 2006 - Present
Harrisdirect June 2004 - January 2006
Synergy Bank March 2002 - June 2004
Cherry Hill Medical Associates August 2001 - March 2002
BusinessEdge Solutions May 2000 - July 2001
Datek Online Holdings Corp. December 1997 - May 2000
First Union May 1993 - November 1997
Skills
Series 7, Financial Services, Series 63, FINRA, Equities, Mutual Funds, Securities, Electronic Trading, Investments, Trading Systems, Marketing Communications, Project Management, Management, Retirement Benefits, Training & Development
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science and Government
Sam Long Sam Long's HARRISDIRECT Experience January 2005 - October 2005
Job Director of Sales
Industry Financial Services
Experience
Reilly Financial Advisors October 2013 - Present
Scottrade August 2012 - October 2013
TD Ameritrade April 2011 - May 2012
TD Ameritrade August 2009 - March 2011
TD Ameritrade October 2008 - July 2009
TD Ameritrade September 2007 - October 2008
E*TRADE Financial October 2005 - September 2007
Harrisdirect January 2005 - October 2005
Harrisdirect June 2003 - December 2004
Harrisdirect January 2003 - May 2003
Skills
Mutual Funds, Options, Series 63, Trading, Series 7, Series 24, Investments, Securities, FINRA, Leadership, Sales, Business Development, Uniform Combined State..., Asset Allocation, Marketing, Wealth Management, Investment Advisory, Financial Services, Relationship Management
Education
Concordia College 1987 — 1989
Bachelor's degree, Organizational Communication, General
College of Lake County 1977 — 1978
Associate's degree
Reilly Financial Advisors October 2013 - Present
Scottrade August 2012 - October 2013
TD Ameritrade April 2011 - May 2012
TD Ameritrade August 2009 - March 2011
TD Ameritrade October 2008 - July 2009
TD Ameritrade September 2007 - October 2008
E*TRADE Financial October 2005 - September 2007
Harrisdirect January 2005 - October 2005
Harrisdirect June 2003 - December 2004
Harrisdirect January 2003 - May 2003
Skills
Mutual Funds, Options, Series 63, Trading, Series 7, Series 24, Investments, Securities, FINRA, Leadership, Sales, Business Development, Uniform Combined State..., Asset Allocation, Marketing, Wealth Management, Investment Advisory, Financial Services, Relationship Management
Education
Concordia College 1987 — 1989
Bachelor's degree, Organizational Communication, General
College of Lake County 1977 — 1978
Associate's degree
Barry Streit's HARRISDIRECT Experience March 2004 - October 2005
Job Senior Vice President Sales at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
Maryann Wasik's HARRISDIRECT Experience 2000 - 2006
Job Executive Director at Nantucket Lightship Basket Museum
Industry Financial Services
Experience
Nantucket Lightship Basket Museum May 2009 - Present
Maryann Wasik LLC February 2006 - February 2008
ETrade 2005 - 2006
Harrisdirect 2000 - 2006
DLJdirect / CSFBDirect / Harris 2000 - 2005
Dun & Bradstreet 1984 - 2000
Skills
Financial Services, Series 7, Relationship Management, Investments, Analytics, Business Development, Vendor Management, Product Management, Strategic Partnerships, Series 63, Mutual Funds, Business Analysis, Strategic Planning, Securities, Risk Management, Equities, Hedge Funds, New Business Development, Salesforce.com, Mergers, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
Masters Business Administration, Marketing
Rutgers, The State University of New Jersey-Newark 1972 — 1976
BA, English Literature
Nantucket Lightship Basket Museum May 2009 - Present
Maryann Wasik LLC February 2006 - February 2008
ETrade 2005 - 2006
Harrisdirect 2000 - 2006
DLJdirect / CSFBDirect / Harris 2000 - 2005
Dun & Bradstreet 1984 - 2000
Skills
Financial Services, Series 7, Relationship Management, Investments, Analytics, Business Development, Vendor Management, Product Management, Strategic Partnerships, Series 63, Mutual Funds, Business Analysis, Strategic Planning, Securities, Risk Management, Equities, Hedge Funds, New Business Development, Salesforce.com, Mergers, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
Masters Business Administration, Marketing
Rutgers, The State University of New Jersey-Newark 1972 — 1976
BA, English Literature
Jennifer Hilgert Clark's HARRISDIRECT Experience 1999 - 2002
Job Project Leader at Corning Incorporated
Industry Information Technology and Services
Experience
Corning Incorporated October 2008 - Present
Pershing LLC October 2002 - April 2008
Harrisdirect 1999 - 2002
Skills
Vendor Management, Business Analysis, Product Management, SDLC, Product Development, SharePoint
Education
Dickinson College 1991 — 1995
Corning Incorporated October 2008 - Present
Pershing LLC October 2002 - April 2008
Harrisdirect 1999 - 2002
Skills
Vendor Management, Business Analysis, Product Management, SDLC, Product Development, SharePoint
Education
Dickinson College 1991 — 1995
Kurt Marsan's HARRISDIRECT Experience July 2002 - July 2004
Job Relationship Manager, VP at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2011 - Present
Tygris Asset Finance June 2008 - July 2011
RBS Asset Finance June 2007 - June 2008
BMO Capital Markets August 2004 - June 2007
Harrisdirect July 2002 - July 2004
Dreyfus Brokerage Services 1997 - 2002
Skills
Credit, Loans, Commercial Banking, Capital Markets, Risk Management, Leveraged Lending, Commercial Lending, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Credit Risk, Underwriting, Due Diligence, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
Fifth Third Bank August 2011 - Present
Tygris Asset Finance June 2008 - July 2011
RBS Asset Finance June 2007 - June 2008
BMO Capital Markets August 2004 - June 2007
Harrisdirect July 2002 - July 2004
Dreyfus Brokerage Services 1997 - 2002
Skills
Credit, Loans, Commercial Banking, Capital Markets, Risk Management, Leveraged Lending, Commercial Lending, Banking, Corporate Finance, Credit Analysis, Portfolio Management, Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Credit Risk, Underwriting, Due Diligence, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2007
MBA, Finance
Owen Morgan's HARRISDIRECT Experience 2002 - 2006
Job Vice President at CIT Corporate Finance
Industry Banking
Experience
CIT Corporate Finance August 2006 - February 2013
Harris Investor Services 2003 - 2006
Harrisdirect 2002 - 2006
Skills
Product Management, Financial Analysis, Business Development, Equities, Product Development, Financial Modeling, Strategic Planning, Portfolio Management, Investments, Capital Markets
Education
New York University 2001 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
Bishop's University 1988 — 1992
BA, Economics
CIT Corporate Finance August 2006 - February 2013
Harris Investor Services 2003 - 2006
Harrisdirect 2002 - 2006
Skills
Product Management, Financial Analysis, Business Development, Equities, Product Development, Financial Modeling, Strategic Planning, Portfolio Management, Investments, Capital Markets
Education
New York University 2001 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 2000 — 2002
Bishop's University 1988 — 1992
BA, Economics
Dean Goulet, CFA's HARRISDIRECT Experience 1995 - 2004
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank May 2013 - Present
Societe Generale Corporate and Investment Banking August 2007 - May 2013
BNP Paribas April 2006 - August 2007
Lehman Brothers February 2005 - April 2006
Harrisdirect 1995 - 2004
Skills
Visio, MS Project, Excel, PowerPoint, Word, Credit Derivatives, Interest Rate..., Clearing, Change Management, Business Analysis, Six Sigma, Equity Derivatives, Equities, Financial Risk, Risk Management, Minitab, Project Management, Investment Banking, Prime Brokerage, Product Development, Hedge Funds, Back Office, Securities, Microsoft Word, Microsoft Excel, Trading, Middle Office, Derivatives, Capital Markets, Fixed Income, Financial Markets, Options, Electronic Trading, Trading Systems
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Union College
Barclays Investment Bank May 2013 - Present
Societe Generale Corporate and Investment Banking August 2007 - May 2013
BNP Paribas April 2006 - August 2007
Lehman Brothers February 2005 - April 2006
Harrisdirect 1995 - 2004
Skills
Visio, MS Project, Excel, PowerPoint, Word, Credit Derivatives, Interest Rate..., Clearing, Change Management, Business Analysis, Six Sigma, Equity Derivatives, Equities, Financial Risk, Risk Management, Minitab, Project Management, Investment Banking, Prime Brokerage, Product Development, Hedge Funds, Back Office, Securities, Microsoft Word, Microsoft Excel, Trading, Middle Office, Derivatives, Capital Markets, Fixed Income, Financial Markets, Options, Electronic Trading, Trading Systems
Education
Union College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Union College
Lian Gregory's HARRISDIRECT Experience 2001 - 2006
Job CEO Hewitt Financial Services
Industry Financial Services
Experience
Hewitt Financial Services July 2013 - Present
Aon Hewitt May 2009 - July 2012
Pershing LLC July 2007 - May 2009
Hewitt Financial Services 2006 - 2007
Hewitt Associates 2006 - 2007
ETrade 2006 - 2007
Harrisdirect 2001 - 2006
DLJ/Harrisdirect/ETrade 1996 - 2006
HarrisDirect/CSFBdirect/DLJdirect 1996 - 2006
Education
Queens University of Charlotte 2002 — 2004
MBA
The College of New Jersey 1992 — 1996
Fairfield University 1991 — 1992
Red Bank Catholic
Hewitt Financial Services July 2013 - Present
Aon Hewitt May 2009 - July 2012
Pershing LLC July 2007 - May 2009
Hewitt Financial Services 2006 - 2007
Hewitt Associates 2006 - 2007
ETrade 2006 - 2007
Harrisdirect 2001 - 2006
DLJ/Harrisdirect/ETrade 1996 - 2006
HarrisDirect/CSFBdirect/DLJdirect 1996 - 2006
Education
Queens University of Charlotte 2002 — 2004
MBA
The College of New Jersey 1992 — 1996
Fairfield University 1991 — 1992
Red Bank Catholic
James Paulin's HARRISDIRECT Experience 2000 - 2006
Job CSD Support at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2009 - Present
Etrade Financial October 2006 - 2008
Etrade Finanacial 2006 - 2007
Harrisdirect 2000 - 2006
CSFBDirect 2000 - 2006
DLJDirect 2000 - 2001
DLJDirect 1999 - 2001
Education
Champlain College 1994 — 1999
TIAA-CREF January 2009 - Present
Etrade Financial October 2006 - 2008
Etrade Finanacial 2006 - 2007
Harrisdirect 2000 - 2006
CSFBDirect 2000 - 2006
DLJDirect 2000 - 2001
DLJDirect 1999 - 2001
Education
Champlain College 1994 — 1999
Beth Michnowski's HARRISDIRECT Experience January 2001 - January 2005
Job VP, Asset Management Channel Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
TIAA-CREF March 2013 - Present
Pershing LLC, A BNY Mellon Company February 2011 - March 2013
Bank of America Merrill Lynch, Retirement Services March 2006 - February 2011
E*TRADE Financial January 2005 - March 2006
HARRISDIRECT January 2001 - January 2005
Skills
Email Marketing, Integrated Marketing, Direct Marketing, Online Marketing, CRM, Strategy, Product Marketing, E-commerce, Online Advertising, Market Research, Marketing, Cross-functional Team..., Financial Services, Multi-channel Marketing, Segmentation, Management
Education
The University of Chicago 1987 — 1989
MBA, Marketing
University of Pennsylvania 1980 — 1984
BA, Economics
Cedric Freeman's HARRISDIRECT Experience January 1999 - January 2004
Job Surveillance Specialist at UVEST Financial Services
Industry Financial Services
Experience
LPL Finanical November 2014 - Present
UVEST Financial Services January 2011 - Present
UVEST Financial/LPL January 2008 - Present
2004-2008 January 2004 - January 2008
Harrisdirect January 1999 - January 2004
State Employees Credit Union January 1997 - January 1999
H&R Block January 1995 - January 1999
Duke Medical Center (Diagnostic Clinic) January 1995 - January 1997
Skills
Training, Mutual Funds, Management, Analysis, Finance, Auditing, Trading, Software Documentation, Research, FINRA, Series 7, Investments, Securities, Asset Management, Risk Management, Banking, Accounts Payable, Financial Analysis, Retirement Planning, Investment Advisory, 401k, Portfolio Management, Series 63, Retirement, Financial Services, Wealth Management, Fixed Annuities, Financial Advisory, Fixed Income, Asset Allocation, Process Improvement, Microsoft Excel, Equities, Real Estate, Customer Service, IRAs, Outlook, Leadership, Team Building, Microsoft Word, Capital Markets, Alternative Investments, Mortgage Lending, Strategic Financial...
Education
Elizabeth City State University 1991 — 1995
Bachelor's degree, Accounting
Elizabeth City State University 1991 — 1995
Bachelor of Science Degree, Accounting
LPL Finanical November 2014 - Present
UVEST Financial Services January 2011 - Present
UVEST Financial/LPL January 2008 - Present
2004-2008 January 2004 - January 2008
Harrisdirect January 1999 - January 2004
State Employees Credit Union January 1997 - January 1999
H&R Block January 1995 - January 1999
Duke Medical Center (Diagnostic Clinic) January 1995 - January 1997
Skills
Training, Mutual Funds, Management, Analysis, Finance, Auditing, Trading, Software Documentation, Research, FINRA, Series 7, Investments, Securities, Asset Management, Risk Management, Banking, Accounts Payable, Financial Analysis, Retirement Planning, Investment Advisory, 401k, Portfolio Management, Series 63, Retirement, Financial Services, Wealth Management, Fixed Annuities, Financial Advisory, Fixed Income, Asset Allocation, Process Improvement, Microsoft Excel, Equities, Real Estate, Customer Service, IRAs, Outlook, Leadership, Team Building, Microsoft Word, Capital Markets, Alternative Investments, Mortgage Lending, Strategic Financial...
Education
Elizabeth City State University 1991 — 1995
Bachelor's degree, Accounting
Elizabeth City State University 1991 — 1995
Bachelor of Science Degree, Accounting
Tim Checko's HARRISDIRECT Experience January 2003 - August 2006
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Northstar Systems March 2006 - August 2007
harrisdirect January 2003 - August 2006
CSFBdirect February 2000 - March 2003
Education
Duke University 1987 — 1990
BA, Economics
Merrill Lynch August 2007 - Present
Northstar Systems March 2006 - August 2007
harrisdirect January 2003 - August 2006
CSFBdirect February 2000 - March 2003
Education
Duke University 1987 — 1990
BA, Economics
Frank Detto's HARRISDIRECT Experience January 2000 - November 2003
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi July 2006 - Present
UBS Wealth Management December 2003 - July 2006
Harrisdirect January 2000 - November 2003
Skills
NASD Registrations, Series 7, Series 66, Series 24, Series 4, Fixed Income, Securities, Financial Risk, Equities, Portfolio Management, Derivatives, Hedge Funds, Trading, Credit, Credit Derivatives, FX Options, Equity Derivatives, Financial Services, Capital Markets
Education
New Jersey City University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Citi July 2006 - Present
UBS Wealth Management December 2003 - July 2006
Harrisdirect January 2000 - November 2003
Skills
NASD Registrations, Series 7, Series 66, Series 24, Series 4, Fixed Income, Securities, Financial Risk, Equities, Portfolio Management, Derivatives, Hedge Funds, Trading, Credit, Credit Derivatives, FX Options, Equity Derivatives, Financial Services, Capital Markets
Education
New Jersey City University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Michelle Felicetti's HARRISDIRECT Experience December 2003 - April 2006
Job Financial Industry Specialist
Industry Financial Services
Experience
ThinkEquity LLC 2006 - 2012
Harrisdirect December 2003 - April 2006
Harrisdirect November 1999 - December 2003
Skills
Advent AXYS, Microsoft Office, Bloomberg Terminal, Account Reconciliation, Axys, Bloomberg, Portfolio Management, Securities
Education
Brooklyn College 1995 — 1999
Bachelor of Science (BS), Business Management and Finance
ThinkEquity LLC 2006 - 2012
Harrisdirect December 2003 - April 2006
Harrisdirect November 1999 - December 2003
Skills
Advent AXYS, Microsoft Office, Bloomberg Terminal, Account Reconciliation, Axys, Bloomberg, Portfolio Management, Securities
Education
Brooklyn College 1995 — 1999
Bachelor of Science (BS), Business Management and Finance
Michael Borgman, PMP's HARRISDIRECT Experience January 2000 - October 2005
Job IT Project Manager at Logical Advantage
Industry Financial Services
Experience
Logical Advantage July 2012 - Present
TIAA-CREF September 2011 - July 2012
Experis (Contracting for TIAA-CREF) August 2010 - September 2011
Charlotte Homes Incorporated June 2006 - April 2010
E*TRADE Financial October 2005 - June 2006
Harrisdirect January 2000 - October 2005
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Administration, Financial Management
Logical Advantage July 2012 - Present
TIAA-CREF September 2011 - July 2012
Experis (Contracting for TIAA-CREF) August 2010 - September 2011
Charlotte Homes Incorporated June 2006 - April 2010
E*TRADE Financial October 2005 - June 2006
Harrisdirect January 2000 - October 2005
Education
University of North Carolina at Charlotte 1994 — 1999
Bachelor of Science in Business Administration, Financial Management