ING Barings Furman Selz
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ING Barings Furman Selz Employees
UBS Financial Services Inc. May 2011 - Present
VALIC January 2008 - May 2011
Banc of America Securities September 1999 - February 2008
ING Barings Furman Selz February 1996 - September 1999
Lehman Brothers June 1986 - December 1995
Education
Auburn University, College of Business 1981 — 1985
BS, Finance
Cognizant Technology Solutions February 2009 - Present
Harmony Residential Owners Association 2007 - Present
Oak Ridge Group LLC February 2002 - Present
Malta.net 1995 - Present
Dell Inc. September 2004 - December 2008
Malta.com January 1995 - May 2006
KPMG Consulting 1998 - 2002
Fiber Office Net - NYC June 1999 - January 2000
ING - Barings Furman Selz 1997 - 1998
EDS 1995 - 1997
Skills
Program Management, Project Planning, Project Management, Construction Management, Facilities Management, Information Security..., RFI, PMO, Data Center, ITIL, Cloud Computing, Contract Management, RFP, Risk Assessment, Change Management, Disaster Recovery, Leadership, Management, Vendor Management, IT Strategy, Business Process..., Business Analysis, Enterprise Architecture, Requirements Analysis, IT Service Management, Business Intelligence, IT Management, PMP, Professional Services, SDLC, Integration, Security, Pre-sales, Outsourcing, Service Delivery, Consulting, Project Portfolio..., Enterprise Software, Business..., Cloud Solutions, Data Center..., Solution Architecture, Business Development, E-commerce, ERP, Business Process, Software Project..., Six Sigma, Governance
Education
NYU - Polytechnic University 1994 — 1997
MS, Technology Magagement
Manhattan College 1975 — 1979
BS, Business Administration
Disaster Recovery Institute
CBCP, Certified Business Continuity Planner
Duke University - The Fuqua School of Business
Certificate in Cash Management
FEMA - Emergency Management Institute
George Westinghouse Technical & Vocational HS in Brooklyn
Electronics Engineering
U.S. Department of Homeland Security
William Cullen Bryant High School
Delta Gamma PKT Corp. and ATO Foundation July 2004 - Present
Wellesley Investment Partners October 2014 - July 2015
Windhaven Investment Management November 2009 - July 2014
Colgate Alumni Corporation June 2009 - May 2013
Goldman Sachs & Co. March 1999 - September 2009
ING Barings Furman Selz June 1997 - January 1999
KPMG June 1995 - June 1997
American Bank Note Company March 1991 - June 1995
The First Boston Corporation July 1986 - January 1991
Citi July 1978 - June 1986
Skills
Equities, Investment Banking, Due Diligence, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Asset Managment, Asset Management, Valuation, Finance, Strategy, Bloomberg, Fixed Income, Series 7, Series 63, Private Equity, Capital Markets
Education
Tuck School of Business at Dartmouth 1976 — 1978
MBA, Finance/Accounting
Colgate University 1972 — 1976
BA in Biology
Garros Group, LLC 2005 - Present
Gridley & Company LLC 2001 - 2005
ING Barings Furman Selz March 1995 - July 2001
Kidder Peabody August 1994 - December 1994
Skills
Mergers, Investment Banking, Private Placements, Strategic Advisory, Business Strategy, Acquisitions, Digital Media, Mobile Marketing, Social Media, Direct Marketing, Analytics, Mergers & Acquisitions, Private Equity, Corporate Development, Venture Capital, Competitive Analysis, Strategy, Finance, Due Diligence, Start-ups, Management, Entrepreneurship, Business Development, Online Advertising, Marketing, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Duke University 1979 — 1983
AB, Economics, History
New Trier East High School 1976 — 1979
Lab49 October 2009 - Present
Morgan Stanley 2003 - 2009
IT Consulting, Inc 2001 - 2003
Trade.com Global Markets 2000 - 2001
ING Barings Furman Selz 1998 - 1998
UBS 1997 - 1998
Swiss Re America 1996 - 1997
Microbank Software 1994 - 1996
Skills
Node.js, JavaScript, HTML5, AngularJS, MongoDB, Java, C#, Data Visualization, Data Analysis, Data Mining, Business Analysis, Agile Methodologies, Equity Trading, Software Development, Trading Systems, Unix, Enterprise Architecture, SDLC, Scrum, Electronic Trading, Product Management
Education
Lehigh University
Bachelor of Arts (BA), Architecture/Engineering
The Peakview Group July 2005 - Present
Teambonding April 2010 - Present
Anthony Robbins Companies July 2003 - March 2014
Peakview Mortgage / New England Mortgage Group May 2001 - December 2006
CS Technology September 2000 - May 2001
UJC December 1998 - August 2000
ING Barings Furman Selz April 1994 - October 1998
Early Career Positions January 1988 - April 1994
Skills
Coaching, Problem Solving, Business Planning, Team Building, Mentoring, Strategic Planning, Team Leadership, Leadership Development, Executive Coaching, Strategy, Leadership, Consulting, Analysis, Organizational..., Management Consulting, Customer Service, Mergers & Acquisitions, Budgets, Entrepreneurship, Public Speaking, Personal Development, Training, Start-ups, Small Business, Management, Time Management
Education
Grand Canyon University 2012 — 2013
MBA, Leadership, 4.0
Penn State University 1983 — 1987
B.S., Finance
Act II Capital February 2002 - Present
Lehman Brothers 2000 - 2002
ING Barings Furman Selz 1998 - 2000
SG Cowen 1997 - 1998
Time Warner & Affiliates 1992 - 1997
Alpine Capital Group 1990 - 1992
Ernst & Young 1987 - 1990
Skills
Strategy, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Fund Of Funds, Alternative Investments, Equities, Investments, Business Development, Equity Research, Asset Management, Investor Relations, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University at Buffalo 1983 — 1987
BS, Accounting
J.P. Morgan Asset Management December 2004 - Present
J.P. Morgan Securities January 2000 - December 2004
ING Barings Furman Selz 1997 - 2000
Skills
Equity Research, Asset Managment, Equities, Mutual Funds, Investment Management, Bloomberg, Portfolio Management, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics
St. Joseph's High School 1985 — 1989
Chartered Financial Analyst
HSBC January 2013 - Present
Kilocycle April 2012 - December 2012
General Motors Asset Management February 2009 - April 2012
General Motors Asset Management April 2008 - January 2009
General Motors Asset Management June 2006 - April 2008
General Motors Asset Management January 2002 - June 2006
Merrill Lynch 1999 - 2001
ING Barings Furman Selz 1998 - 1999
Creedon Capital, LLC 1998 - 1998
Merrill Lynch 1997 - 1998
Skills
Structured Finance, Equities, Portfolio Management, Business Analysis, Hedge Funds, Fixed Income, Risk Management, Software Documentation, Derivatives, Analysis, Asset Management, Vendor Management, Trading
Education
Cornell University 1976 — 1980
Bachelor of Science
Thunderbird School of Global Management 1986 — 1987
Master of International Management
Procter & Gamble May 2015 - Present
Procter & Gamble January 2013 - April 2015
Procter & Gamble April 2010 - January 2013
Procter and Gamble September 2007 - April 2010
Procter & Gamble July 2005 - August 2007
Procter & Gamble June 2004 - July 2005
Procter & Gamble June 2003 - June 2004
Procter & Gamble June 2001 - June 2003
Procter & Gamble August 2000 - June 2001
ING Barings Furman Selz August 1998 - July 2000
Skills
Consumer Products, Forecasting
Education
John Carroll University 1994 — 1998
Quest Global Advisors 1999 - Present
ING Barings Furman Selz 1992 - 1998
CSFB/Cresvale/EFHutton/Lehman Brothers 1982 - 1991
Shell Oil Company 1900 - 1982
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Equity Derivatives, Fixed Income, Derivatives, Capital Markets, Bloomberg, Equities, Options, Asset Management, Fund Of Funds, Securities, Investment Strategies, Private Equity, Trading, Financial Markets, Bonds, Investment Management, Equity Research
Education
Northeastern University
BS, Finance/Economics
Rider School of Management
MBA