Kidder Peabody

Industry: Investment banking company

Description

Kidder, Peabody & Co. was an American securities firm, established in Massachusetts in 1865. The company's operations included investment banking, brokerage, and trading. The firm was sold to General Electric in 1986. Following heavy losses, it was subsequently sold to PaineWebber in 1994. Ceased operations: 1994 Headquarters: Boston, Massachusetts, United States Founder: Henry P. Kidder Founded: 1865 Type of business: Subsidiary (Inactive) of UBS AG Fate: Acquired by PaineWebber

Kidder Peabody List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Kidder Peabody. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Kidder Peabody Salaries. You can even request information on how much does Kidder Peabody pay if you want to. Learn about salaries, pros and cons of working for Kidder Peabody directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

805 Kidder Peabody employees in database. Find out everything there's to know about Kidder Peabody employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Kidder Peabody Employees

Employee
Years
Job
Industry
Eric Lund Eric Lund Greater Los Angeles Area Details
Eric Lund's Kidder Peabody Experience June 1982 - June 1988
Job Vice President Relationship Management | Fixed Annuities
Industry Financial Services
Experience
Athene Annuity & Life Assurance Company  November 2011 - Present
Maple Life Financial  May 2003 - March 2010
Allfinanz   March 2001 - December 2002
GE Capital  January 1993 - March 2001
HomeFed Bank  January 1988 - January 1993
Kidder Peabody   June 1982 - June 1988

Skills
Fixed Annuities, Life Insurance, Mutual Funds, Relationship Management, Sales Management, Business Development, Sales, Strategic Planning, Marketing, Public Speaking, Wholesale, Key Account Management, Wholesaling, Strategy, Wealth Management

Education
California State University-Chico   1973 — 1975
BS, Recreation Administration

Michael Noone Michael Noone New York, New York Details
Michael Noone's Kidder Peabody Experience January 1993 - October 1994
Job Managing Director at BNY Mellon, Institutional Equity Trading
Industry Financial Services
Experience
BNY Mellon  October 2008 - Present
Lehman Brothers  October 2000 - October 2006
Donaldson, Lufkin & Jenrette   March 1997 - October 2000
PaineWebber, Inc.   May 1996 - February 1997
Dresdner Securities (USA), Inc.   October 1994 - May 1996
Kidder Peabody   January 1993 - October 1994

Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional

Education
Boston College
Bachelor of Science, Carroll School of Management

Xavier High School (NYC)

Sandy McNulty Sandy McNulty Greater Los Angeles Area Details
Sandy McNulty's Kidder Peabody Experience September 1983 - March 1990
Job LVN
Industry Health, Wellness and Fitness
Experience
Maxim Staffing Solutions  January 2015 - Present
Home Health  February 2014 - November 2014
Stanbridge College  May 2012 - July 2013
DSRM Cable Construction, Inc.   July 2003 - March 2009
Nomura Securities  March 1990 - May 2003
Kidder Peabody   September 1983 - March 1990

Skills
Customer Service, Microsoft Word, Sales, Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Medical Terminology, Home Ventilator...

Education
Stanbridge College   2012 — 2013

California State Polytechnic University-Pomona   1998 — 2004
Bachelor's degree, Business Administration and Management, General, 3.6

Kimberly Wilkerson Kimberly Wilkerson Phoenix, Arizona Area Details
Kimberly Wilkerson's Kidder Peabody Experience January 1987 - January 1990
Job CFO at Certifyme.net
Industry E-Learning
Experience
Certifyme.net   January 2005 - Present
Kidder Peabody   January 1987 - January 1990

Skills
Financial Analysis, Financial Reporting, Managerial Finance, Financial Modeling, Mergers & Acquisitions, Accounting, Forecasting, Strategic Planning, Budgets, Corporate Finance, Finance, Business Strategy

Education
Bloomsburg University of Pennsylvania

Bloomsburg University of Pennsylvania

Kenneth Chapin CFP® Kenneth Chapin CFP® Greater New York City Area Details
Kenneth Chapin CFP®'s Kidder Peabody Experience 1982 - 1988
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2007 - Present
Smith Barney/ Citigroup  1988 - 2007
Kidder Peabody   1982 - 1988
Mobil Oil  1979 - 1982

Education
City University of New York

Harlan Protass Harlan Protass Greater New York City Area Details
Harlan Protass's Kidder Peabody Experience 1990 - 1992
Job Partner at Clayman & Rosenberg LLP
Industry Law Practice
Experience
Clayman & Rosenberg LLP  July 2010 - Present
Law Offices of Harlan J. Protass, PLLC   January 2008 - August 2010
O'Shea Partners LLP  2002 - 2007
Squadron Ellenoff Plesent & Sheinfeld  1998 - 2002
Milbank Tweed Hadley & McCloy  October 1995 - December 1997
Kidder Peabody   1990 - 1992

Skills
Civil Litigation, Criminal Law, Securities Litigation, White Collar Criminal..., Criminal Defense, Appeals, Litigation, Commercial Litigation, Securities Regulation, Arbitration, Trial Practice

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1992 — 1995
J.D., Law

Cornell University   1984 — 1988
B.S., Applied Economics and Business Management

Rye Country Day School

Jessica McBride Jessica McBride Greater New York City Area Details
Jessica McBride's Kidder Peabody Experience 1987 - 1991
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  April 2005 - November 2012
Guidepost Solutions LLC (f/n/a SafirRosetti LLC)   2003 - March 2005
Marakon Associates  2002 - 2002
PwC  1991 - 2002
Kidder Peabody   1987 - 1991
Arthur Young  1985 - 1987

Skills
Research, Due Diligence, Databases, Market Research, Data Analysis, Business Information, TMT Industry, TMT, Knowledge Management, Competitive Intelligence, Business Development, Business Intelligence, Budgets, Investment Banking, Qualitative Research, Strategy, Bloomberg, Analysis, Financial Modeling, Corporate Finance, Emerging Markets, Management Consulting, Marketing, Training, Finance, Proposal Writing, Valuation, Entrepreneurship

Education
Pratt Institute   1988 — 1990
MLS, Library & Information Science

Brown University   1980 — 1984
BA, Psychology

St Anns   1974 — 1980

Karina Traverso Karina Traverso Greater New York City Area Details
Karina Traverso's Kidder Peabody Experience 1988 - 1990
Job Associate Broker at PelBay Realty, Inc.
Industry Real Estate
Experience
Pel-Bay Realty, Inc.   2004 - Present
U.S. Department of State   2015 - 2015
U.S. Department of State   2015 - 2015
Westel, Inc.   1995 - 2005
pellegrini & Assoc.   1990 - 1994
Kidder Peabody   1988 - 1990
Frank Barth Advertising   1986 - 1989

Skills
Short Sales, Rentals, Real Estate, Investment Properties, First Time Home Buyers, Residential, Home, Investors, Sellers, Real Estate Investment, Negotiation, First Time Buyers, Realty, Condos, Brokerage, Single Family Homes, Property Management, Land, New Home Sales, Residential Homes, Real Property, Real Estate Transactions, Listings, Relocation, ABR, Foreclosures

Education
City University of New York City College   1982 — 1986
BFA, cum laude, Fine Arts / Commercial Advertising

Gary Nishioki Gary Nishioki Orinda, California Details
Gary Nishioki's Kidder Peabody Experience 1984 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Mizuho Securities USA Inc.  2009 - 2013
Merrill Lynch  August 1988 - April 2007
Kidder Peabody   1984 - 1988

Skills
Fixed Income/Mortgage..., Fixed Income, Fixed Income Strategies, Mortgage Marketing, Client Relationship..., Sales Management, Bonds, Marketing, Commercial Mortgages, Asset Back Securities, CMOS

Education
Anderson School at UCLA   1977 — 1979
MBA, Marketing

California State University-Fresno   1970 — 1974
Bachelor of Science (BS), Business Administration and Management, General

Anthony Giannone Anthony Giannone Hartford, Connecticut Area Details
Anthony Giannone's Kidder Peabody Experience 1987 - 1990
Job Vice President at Travelers
Industry Insurance
Experience
Travelers  June 2015 - Present
Travelers  1997 - Present
Hartford Steam Boiler  1990 - 1997
Kidder Peabody   1987 - 1990
DMB&B  1985 - 1987
Asset & Financial Planning   1983 - 1985

Skills
Finance, Property & Casualty..., Sales, Insurance, Underwriting, Data Analysis, Requirements Gathering, Negotiation, Indemnity, Casualty, Investments, Commercial Insurance, Commercial Lines, Auditing, Series 7

Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance

Marist College School of Management
Bachelor's of Science, Finance and Marketing

Kimberlee Bowman Kimberlee Bowman Greater Boston Area Details
Kimberlee Bowman's Kidder Peabody Experience 1990 - 1994
Job Bank of America Merrill Lynch, Vice President Executive Recruiter
Industry Financial Services
Experience
Bank of America Merrill Lynch  July 2015 - Present
Appleton Street Advisors   April 2006 - July 2015
MassMutual  June 2004 - 2005
Professions, Inc.   2002 - 2004
morgan stanley  October 1998 - October 2001
morgan stanley  1998 - 2000
Paine Webber  1994 - 1998
Kidder Peabody   1990 - 1994
donaldson, lufkin & Jenrette   1985 - 1987

Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds

Education
Boston College   1970 — 1974
Bachelor of Arts (B.A.), History

Canisius College   1970 — 1972
ba, history

James J Scureman, CLU, CLTC Scureman & Associates James J Scureman, CLU, CLTC Scureman & Associates Cranberry Twp, Pennsylvania Details
James J Scureman, CLU, CLTC Scureman & Associates's Kidder Peabody Experience March 1990 - August 1991
Job Financial Services Representative
Industry Financial Services
Experience
Scureman & Associates   October 1991 - Present
Kidder Peabody   March 1990 - August 1991
AXA Financial  January 1989 - March 1990
AXA Financial  January 1983 - December 1988
AXA Financial  September 1981 - January 1983
John W. Galbreath   July 1981 - September 1981

Skills
Higher Education Goals..., Wealth Accumulation, Asset Protection, Asset Allocation, Retirement Income Goals, Protecting Your..., Gifting Strategies, Trust Strategies, Business Continuation..., Disability Income..., Estate Preservation..., Federal Estate Tax...

Education
Clarion University of Pennsylvania   1977 — 1981
Bachelor of Science (BS), Accounting

Chartered Life Underwriter and Certified in Long Term Care - CLU and CLTC Designations

Registered Representative of MetLife Securities

Garth Klimchuk Garth Klimchuk Greater New York City Area Details
Garth Klimchuk's Kidder Peabody Experience 1989 - 1992
Job Energy Industry Financial Executive
Industry Renewables & Environment
Experience
NorthWinds Renewables   January 2003 - Present
Bovaro Partners LLC   2001 - 2003
Berenson, Minella & Co., Inc.   September 1999 - September 2001
CIBC World Markets  1997 - 2000
JP Morgan  1994 - 1997
Chem Systems Inc.   1992 - 1994
Kidder Peabody   1989 - 1992

Skills
Investment Banking, Renewable Energy, Valuation, Mergers, Financial Analysis, Project Finance, Business Strategy, Financial Modeling, Entrepreneurship, Energy, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Equities, Financial Structuring, Executive Management, Solar Energy, Wind, Emerging Markets, Fixed Income, Securities, Capital, Sustainable Energy, Financial Services, Financial Advisory

Education
University of Pennsylvania - The Wharton School   1987 — 1988
MBA, Finance and Management. Concentration in Strategic Planning.

University of Pennsylvania   1986 — 1987
Master of Science (M.S.), Energy Management and Policy

Brown University   1980 — 1984
Bachelor of Science (B.Sc.), Geology

Michael Upshaw Michael Upshaw Greater New York City Area Details
Michael Upshaw's Kidder Peabody Experience 1992 - February 1995
Job IT Service Delivery | Project Manager | Process Improvement
Industry Pharmaceuticals
Experience
Bimbo Bakeries USA  November 2014 - Present
The NPD Group  September 2013 - May 2014
Pfizer  April 2008 - June 2012
Pfizer  2005 - 2008
Pfizer  1995 - 2005
Kidder Peabody   1992 - February 1995
Beth Israel Medical Center  1988 - 1992

Skills
IT Service Management, Project Management, Process Improvement, ITIL, Disaster Recovery, Vendor Management, Change Management, Incident Management, Service Delivery, SharePoint, Windows Server, System Administration, Data Center, Active Directory, PMP, Quality Assurance, Management, Servers

Education
Hunter College
Computer Science

John Barbera John Barbera Greater New York City Area Details
John Barbera's Kidder Peabody Experience 1986 - 1989
Job Vice President at RBS Greenwich Capital
Industry Financial Services
Experience
RBS Global Banking & Markets  July 2003 - Present
RBS Global Banking & Markets  2003 - May 2009
The Bank of New York  1999 - 2003
FirstCity Capital   1997 - 1999
Nomura Securities  1996 - 1997
ABN AMRO Bank N.V.   1993 - 1996
Security Pacific Bank  1989 - 1993
Kidder Peabody   1986 - 1989
Salomon Brothers  1982 - 1986

Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management

Education
Baruch College   1980 — 1982
Finance

John Jay College of Criminal Justice   1979 — 1980

St Joseph's Seminary

Joseph C. Gerace Jr. Joseph C. Gerace Jr. Greater Chicago Area Details
Joseph C. Gerace Jr.'s Kidder Peabody Experience 1985 - October 1994
Job Operations Manager
Industry Financial Services
Experience
Huntington Management LLC   May 1995 - Present
PaineWebber  October 1994 - May 1995
Kidder Peabody   1985 - October 1994
Wayne Hummer Investments  1983 - 1985

Education
Bradley University   1979 — 1983
BS, Finance

John Fronk John Fronk Tremonton, Utah Details
John Fronk's Kidder Peabody Experience 1980 - 1982
Job Owner at Golden Spike Polaris
Industry Automotive
Experience
Golden Spike Polaris   1983 - Present
Complete Shooter Academy   2012 - 2012
Kidder-Peabody  1980 - 1982

Skills
Customer Satisfaction, Fishing, Automotive, Sales Management, Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Negotiation, Team Building, Budgets, Sales, Product Development, Finance, Financial Analysis, Purchasing, Start-ups, Marketing, Entrepreneurship

Education
Brigham Young University   1979 — 1980
Master of Business Administration (MBA)

Utah State University   1976 — 1978
Bachelor of Arts (BA), Finance, General

Virginia Rhoads Virginia Rhoads Greater Seattle Area Details
Virginia Rhoads's Kidder Peabody Experience August 1986 - June 1988
Job Principal at Jempe Center
Industry Professional Training & Coaching
Experience
Jempe Center   January 2010 - Present
Virginia C Rhoads   1996 - Present
General Mills  August 1990 - June 1992
Kidder Peabody   August 1986 - June 1988

Skills
Beauty, Clarity, Coaching, Change Leadership, Executive Coaching, Personal Development, Leadership, Change Management, Life Coaching, Leadership Development, Workshop Facilitation, Program Development, Mergers & Acquisitions, Beauty Industry, Entrepreneurship, Emotional Intelligence, Strategic Planning, Teaching, Start-ups

Education
Antioch University Seattle   1996 — 1998
MA, Organizational Psychology

Dartmouth College - The Tuck School of Business at Dartmouth   1988 — 1990
MBA

Dartmouth College   1982 — 1986
BA, Economics/Mathematics

Chris Prociv Chris Prociv Greater Chicago Area Details
Chris Prociv's Kidder Peabody Experience 1983 - 1985
Job CoPresident and Conductor, Marketing & New Product Development at Innovation Station
Industry Consumer Goods
Experience
Innovation Station   January 2012 - Present
Marketing Innovations   August 2009 - January 2012
Conagra Foods  2007 - July 2009
Kraft Foods  2000 - 2007
Kidder Peabody   1983 - 1985

Skills
Customer Insight, Consumer Products, Strategy, Product Development, Marketing Strategy, Business Strategy, Product Innovation, Brand Equity, Brand Management, Cross-functional Team..., Competitive Analysis, Strategic Planning, Marketing, Marketing Management, P&L Management, Strategic Thinking, Market Analysis, Segmentation

Education
Harvard Business School   1985 — 1987
MBA, Marketing and Finance

Barnard College
BA, Economics

Linda Ferber Linda Ferber Greater San Diego Area Details
Linda Ferber's Kidder Peabody Experience October 1996 - March 2005
Job Annuities, Insurance, Relationship Management,Producer Product Trainings, Series 6, 63, 26
Industry Financial Services
Experience
Davies Financial Advisors   July 2014 - Present
Asset Marketing Systems  March 2008 - July 2014
Madison Avenue Securities  August 2009 - April 2011
Wescom Credit Union  September 2007 - March 2008
LBW Insurance & Financial Services   January 2003 - October 2005
Kidder Peabody   October 1996 - March 2005
Jackson National Life  November 2001 - June 2002
MetLife  February 1998 - August 2001
Transamerica  June 1995 - August 1998

Skills
Fixed Annuities, Financial Services, Insurance, Series 63, Securities, Life Insurance, Series 6, Series 7, Variable Annuities, Mutual Funds, Retirement, Retirement Planning, Investment Advisory, Relationship Management, Series 6,63 & 26..., Series 24

Education
California State University-Northridge
BA, Communications

Howard Hansen Howard Hansen Greater New York City Area Details
Howard Hansen's Kidder Peabody Experience 1987 - 1990
Job at Linde, Hansen & Co., LLC
Industry Investment Management
Experience
Linde, Hansen & Co., LLC   November 2009 - Present
Lord Abbett  February 1995 - February 2009
Kidder Peabody   1987 - 1990

Education
Columbia University - Columbia Business School   1985 — 1987
MBA, Finance

Clarkson University   1979 — 1983
BS, Economics

Dana Levenson Dana Levenson Greater Boston Area Details
Dana Levenson's Kidder Peabody Experience 1984 - 1994
Job Special Assistant to the Secretary for PublicPrivate Partnerships at Massachusetts Department of Transportation
Industry Government Administration
Experience
Massachusetts Department of Transportation  September 2015 - Present
Massachusetts Department of Transportation  November 2011 - Present
Royal Bank of Scotland  2007 - March 2011
City of Chicago  2004 - 2007
Banc One Capital Markets  2000 - 2004
Banc of America Securities  1995 - 2000
Kidder Peabody   1984 - 1994
Chemical Bank  1979 - 1984

Skills
Alternative Investments

Education
New York University - Leonard N. Stern School of Business   1982 — 1985
M.B.A.

Brown University   1976 — 1979
A.B. with Honors, European History

Worcester Academy   1970 — 1975

Horace Zona Horace Zona Greater Atlanta Area Details
Horace Zona's Kidder Peabody Experience June 1987 - January 1990
Job MD and Group Head Technology, Media & Telecommunications Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey  January 2008 - Present
Wachovia, A Wells Fargo Company  January 2000 - March 2007
TD Securities  1991 - 2000
Toronto Dominion Securities  1991 - 2000
UBS Investment Bank  1989 - 1991
Kidder Peabody   June 1987 - January 1990

Skills
Investment Banking, Private Equity, Valuation, Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Investments, Equities, Portfolio Management, Leveraged Finance, Emerging Markets

Education
Boston College   1983 — 1987
BA, Economics

Alan Joseph Alan Joseph Greater Minneapolis-St. Paul Area Details
Alan Joseph's Kidder Peabody Experience June 1994 - May 1996
Job
Industry Investment Management
Experience
AMJ Management Group, LLC   August 2008 - Present
WaMu Capital Corp.  September 2006 - February 2008
GMAC-RFC  May 2005 - September 2006
Franklin Credit Management Corp.   May 2002 - May 2005
Franklin Credit Management  November 2000 - May 2005
SG COWEN SECURITIES CORPORATION  November 2000 - May 2002
PaineWebber  May 1997 - November 2000
Clayton Holdings  1996 - 1997
Kidder Peabody   June 1994 - May 1996

Skills
Loans, Banking, Asset Managment, Structured Finance, Capital Markets, Asset Management, ABS, Fixed Income, Trading, Portfolio Management, Due Diligence, Securitization, Mortgage Lending, Private Equity, Investment Banking, MBS, Alternative Investments, Financial Structuring, Structured Products, Hedge Funds, Securities, Bonds, Valuation, Hedging, Derivatives, Equities, Bloomberg, ACCOUNTING, FINANCIAL MODELING, Financial Analysis, Financial Reporting, Investments, Finance, Corporate Finance, Risk Management, Microsoft Excel, SQL, PowerPivot, PowerPoint, VBA, Business Intelligence, Forecasting, Financial Modeling

Education
New York Law School   1991 — 1994
J.D.

Arizona State University   1989 — 1991
Bachelor of Science

Jonathan Bitting Jonathan Bitting Greater New York City Area Details
Jonathan Bitting's Kidder Peabody Experience September 1980 - September 1986
Job Retired
Industry Financial Services
Experience
Getabout, Inc.   July 2015 - Present
St. Mark's Episcopal Church   January 2015 - Present
Society of Colonial Wars in the State of Connecticut   May 2014 - Present
The Solaris Group, LLC  January 2012 - March 2013
Morgan Stanley Smith Barney  July 1999 - June 2010
Putnam Capital Alliance   September 1998 - March 1999
Citibank  November 1989 - September 1998
Bloomberg  September 1987 - June 1989
Chase Manhattan Corporation  September 1986 - May 1987
Kidder Peabody   September 1980 - September 1986

Skills
New Business Development, Portfolio Management, Client Relationship, Mutual Funds, Asset Management, Investments, Investment Banking, Series 7, Bloomberg, Hedge Funds, Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Equities, Start-ups, Fixed Income

Education
Boston University   1973 — 1978
BA, Latin American Economics

St. George's School Newport, RI

Bill Morris Bill Morris Orange County, California Area Details
Bill Morris's Kidder Peabody Experience 1980 - 1984
Job CEO at Morris & Company and Adjunct Professor at The Paul Merage School of Business (UCI)
Industry Investment Banking
Experience
Morris & Company   January 1992 - Present
Success4teens.com   January 1990 - Present
Corporate Wellness and Fitness Guru   January 1990 - Present
www.cashcrunchgames.com   2013 - 2015
www.cashcrunchgames.com   2013 - 2015
www.cashcrunchgames.com   2013 - 2015
California Stem Cell  2008 - 2010
Impac Companies-NYSE Co.   2005 - 2006
Media Arts- NYSE Co.   2000 - 2005
Kidder Peabody   1980 - 1984

Skills
Mergers, Strategic Planning, Start-ups, Entrepreneurship, Business Strategy, Public Speaking, Business Planning, Management Consulting, Team Building, Financial Analysis, Business Development, New Business Development, Budgets, Executive Management, Coaching, Strategy, Leadership, Valuation, Marketing Strategy, Investment Banking, Contract Negotiation, Leadership Development, Change Management, Negotiation, Sales Management, Team Leadership, Management, Marketing, Business Analysis, Organizational..., Mergers & Acquisitions, Nonprofits, University Teaching, Analysis, Academic Advising, Venture Capital, Motivational Speaking, Small Business, Corporate Development, Consulting, Strategic Partnerships, Due Diligence, Finance, Investments, Private Equity, Restructuring, IPO, Competitive Analysis, Corporate Finance, Financial Modeling

Education
Boston College   1969 — 1973

Henry Waslo Henry Waslo Greater New York City Area Details
Henry Waslo's Kidder Peabody Experience 1992 - 1994
Job Software Engineer at 24/7 Real Media
Industry Aviation & Aerospace
Experience
24/7 Real Media  September 2010 - Present
Northrop Grumman Aerospace Systems  December 2003 - October 2009
Nortel  1996 - 2003
EJV Partners  1994 - 1996
Kidder Peabody   1992 - 1994
ADVANCED TESTING TECHNOLOGIES INC  March 1992 - September 1992
Grumman  1979 - 1992

Skills
Perl, Solaris, Java, XML, SQL, Unix Shell Scripting, HTML, Sed, Awk, Operating Systems

Education
New York Institute of Technology   1983 — 1986
MS, Computer Science

City University of New York City College   1974 — 1979
B. E, Electrical Engineering

Joanne Rogovin Joanne Rogovin Greater New York City Area Details
Joanne Rogovin's Kidder Peabody Experience 1988 - 2002
Job Guiding leaders in the initiation, implementation, and sustaining of change.
Industry Professional Training & Coaching
Experience
Joanne Rogovin, Leadership Coaching & Consulting   July 2010 - Present
Joanne Rogovin Consulting   July 2007 - Present
CSSR   2006 - 2009
IBM  July 1997 - December 2005
Kidder Peabody   1988 - 2002
New York Stock Exchange  1985 - 1988
European American Bank  1980 - 1982

Skills
Leadership Development, Change Management, Organizational..., Coaching, Executive Coaching, Leadership, Organizational..., Management Consulting, Governance, Strategy, Organizational Design, Strategic Planning, Non-profits, Performance Management, Strategic Communications, Start-ups, Workshop Facilitation, Program Management, Talent Management, Business Development, Performance Improvement, Entrepreneurship, Business Transformation, Strategic Thinking, Business Strategy, Analysis, Culture Change, Business Planning, Business Process..., Outsourcing, Consulting, Training, Recruiting, Project Planning, Management Development, Executive Management, Team Leadership, Employee Engagement, Succession Planning, Team Building, Management, Nonprofits, Instructional Design, Career Development, Training Delivery, Human Resources, Personnel Management, Policy, Staff Development, Employee Training

Education
Boston University
BA Political Science, History & Political Science

Boston University
MS Communications, Communications & Broadcasting

Yeshiva University
MSW, Psychology and Clinical Social Work

Arun Abraham Arun Abraham Greater New York City Area Details
Arun Abraham's Kidder Peabody Experience May 1992 - May 1995
Job Infrastructure and Security Services
Industry Information Technology and Services
Experience
Scholastic  January 2014 - Present
Scholastic  2009 - January 2014
CondeNast Publication   2001 - 2009
CitiGroup  1995 - 2001
PricewaterhouseCoopers  1999 - 2000
Kidder Peabody   May 1992 - May 1995

Skills
ITIL, IP, Security, Cisco Technologies, VoIP, Enterprise Software, Management, Data Center, Vendor Management, Disaster Recovery, Servers, Telecommunications, VMware, Active Directory, Networking, CRM, Unix

Education
Columbia University in the City of New York   2013 — 2014
Executive Master of Science, Technology Management

City University of New York-College of Staten Island   1991 — 1995
B.S, Computer Science

Andre Mirabelli Andre Mirabelli Greater New York City Area Details
Andre Mirabelli's Kidder Peabody Experience June 1989 - February 1995
Job Managing Director of Performance Analytics at Opturo, Inc.
Industry Financial Services
Experience
Opturo Inc.   February 2009 - Present
Actionable Modeling   March 2006 - Present
AllianceBernstein  2006 - 2007
TIAA-CREF  December 1995 - March 2006
Office of Federal Housing Enterprise Oversight  May 1995 - December 1996
Kidder Peabody   June 1989 - February 1995

Skills
Performance Attribution, Performance Measurement, Financial Modeling, Attribution, Risk Attribution, Annualization of..., Decision Attribution, Fixed Income, Market Risk, Equities, Investments, Financial Analysis, Finance, Analytics

Education
Boston University
Ph.D., Physics & Epistemology

The Cooper Union for the Advancement of Science and Art
BS, Physics

Scott Merrill Scott Merrill Phoenix, Arizona Details
Scott Merrill's Kidder Peabody Experience March 1986 - January 1993
Job Senior Vice President Wealth Management / Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   April 2013 - Present
Morgan Stanley Smith Barney  January 1993 - April 2013
Kidder Peabody   March 1986 - January 1993

Education
Arizona State University   1976 — 1980

Janet Lee-Levinson, MBA, MHSM Janet Lee-Levinson, MBA, MHSM Phoenix, Arizona Area Details
Janet Lee-Levinson, MBA, MHSM's Kidder Peabody Experience February 1980 - January 1990
Job President at Desert West Compliance & Consulting
Industry Hospital & Health Care
Experience
Desert West Compliance & Consulting   February 1990 - Present
AZ Geriatrics Society   February 1999 - May 2003
Kidder Peabody   February 1980 - January 1990
Motorola  1976 - 1978

Skills
training, business analysis, practice positioning, Public Speaking, Strategic Planning, Team Building, Coaching, Project Management, Marketing Strategy, Healthcare Management, Public Relations, New Business Development, Healthcare Information..., Infection control..., Patient Records..., Compliance Manual..., Human Resources coaching, Risk Management..., government compliance, Ambulatory care..., Dental staff training, Non-Profit development, Haz Com training, OSHA training, Small business...

Education
Keller Graduate School of Management   1996 — 1998
MBA, MHSM, Business & Health Services Mgmt.

Arizona State University
BA, Communication Arts

David Quintavalle David Quintavalle Greater New York City Area Details
David Quintavalle's Kidder Peabody Experience January 1990 - January 1996
Job VP Mgr of Compliance and Analytics, Diversity & Inclusion
Industry Financial Services
Experience
Barclays Capital  2010 - Present
Barclays Capital (former Lehmans)   August 2002 - April 2010
Morgan Stanley  April 1996 - August 2002
Kidder Peabody   January 1990 - January 1996

Skills
PeopleSoft, Affirmative Action..., EEO/AA Compliance

Education
New York University - Leonard N. Stern School of Business   1977 — 1979
MBA, Accounting/Finance

City University of New York-Hunter College   1973 — 1977
BA, Liberal Arts

Veda Levin Veda Levin Greater Chicago Area Details
Veda Levin's Kidder Peabody Experience 1979 - 1994
Job Senior Managing Director, Mesirow Wealth Advisors, Equity and Exchange Traded Options Specialist
Industry Financial Services
Experience
Mesirow Financial  January 2009 - Present
Fortis Clearing Americas  January 2007 - December 2009
CBOT  2000 - 2004
Kidder Peabody   1979 - 1994

Education
Boston University
BA, Philosophy and Religion

Nancy Schozer Carman Nancy Schozer Carman Greater New York City Area Details
Nancy Schozer Carman's Kidder Peabody Experience 1989 - 1990
Job Accountant at Tarantin Industries, Inc.
Industry Accounting
Experience
Tarantin Industries, Inc.   2013 - 2014
Great American Opportunities  2010 - 2013
MC Designs, Inc   1995 - 2010
Mid Atlantic Management Corp   1990 - 1994
Kidder Peabody   1989 - 1990
EY  1988 - 1989

Skills
Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Reporting, Microsoft Excel, Microsoft Word

Education
Bucknell University   1984 — 1988
Bachelor's Degree, Accounting and Business/Management

Daniel Bott Sr. CIMC Daniel Bott Sr. CIMC Scottsdale, Arizona Details
Daniel Bott Sr. CIMC's Kidder Peabody Experience March 1975 - April 1985
Job A Pioneer of Professional Investment Management Consulting
Industry Investment Management
Experience
Academy of Model Aeronautics Foundation   April 2014 - Present
Bott Group of Merrill Lynch   April 2009 - Present
Career Investment Management Consultant   March 1975 - Present
Bott Motorsports   December 2002 - December 2013
Valley Advisory Group   2007 - December 2012
Bott & Associates of Wachovia Securities   May 2001 - May 2009
Salomon Smith Barney  March 1987 - May 2001
Institute for Investment Management Consultants   September 1986 - March 1994
Morgan Stanley Dean Witter  April 1985 - June 1986
Kidder Peabody   March 1975 - April 1985

Skills
Non-profits, Asset Management, Portfolio Management, Motorsports Marketing, investment management..., financial author, Public Speaking, Investment Advisory, Asset Managment, Management Consulting, Equities, Investment Management, Nonprofits, Management, Asset Allocation, Financial Services, Entrepreneurship, Retirement Planning, Wealth Management, Pensions, High Net Worth..., Financial Advisory, Series 7

Education
California State University-Fullerton   1969 — 1972
BA, Communications/Marketing

Cerritos College   1967 — 1969
Associate of Arts (A.A.), Journalism

Lori Krumrei Lori Krumrei San Francisco Bay Area Details
Lori Krumrei's Kidder Peabody Experience August 1984 - April 1990
Job Owner, Krumrei & Ross, Inc
Industry Investment Management
Experience
Krumrei & Ross Financial Management   2000 - Present
Vanhart Capital Management   May 1990 - July 2005
Kidder Peabody   August 1984 - April 1990

Skills
Investment Management, Entrepreneurship, Trusts, Retirement Planning, Financial Analysis, Investments, Asset Management, Asset Allocation

Education
California State University-Chico   1978 — 1981
BS, Business Administration

Mark Hausman Mark Hausman Cohasset, Massachusetts Details
Mark Hausman's Kidder Peabody Experience January 1981 - January 1982
Job Contractor at State Street
Industry Financial Services
Experience
State Street  June 2014 - Present
Ceros Financial Services Inc.   January 2012 - April 2014
Ceros Financial Services, Inc.   May 1994 - January 2012
Hornblower Fischer AG   May 1985 - July 1986
Fidelity Investments. (NFS)   January 1982 - May 1985
Kidder Peabody   January 1981 - January 1982

Skills
Operations/ Compliance, ETFs, Series 7, Trading, Investment Advisory, Financial Reporting, Series 24, Asset Management, Mutual Funds, Operations Management, Alternative Investments, Series 63, Securities, Investments, Investment Management, Hedge Funds, Financial Services, Investment Strategies, Asset Allocation

Education
Boston College   1975 — 1979
Bachelor's degree program, Political Science and Government, Minor in Accounting

Massachusetts Institute of Technology
non-degree, Commercial Real Estate Development

Kevin D. White Kevin D. White New York, New York Details
Kevin D. White's Kidder Peabody Experience June 1986 - June 1988
Job Managing Partner, Spring Hill Capital Partners, LLC
Industry Investment Management
Experience
Spring Hill Capital Partners, LLC   October 2008 - Present
United States Olympic Committee  February 2011 - Present
Beginning with Children Foundation  August 2006 - Present
Lehman Brothers  September 1991 - October 2008
Bankers Trust  May 1990 - August 1990
Kidder Peabody   June 1986 - June 1988

Skills
Structured Finance, Capital Markets, Securities, Securitization, Loans, Real Estate Investment, Alternative Investments, Investment Advisory, CMBS, CRE CDO, Real Estate Development, Real Estate, Leadership, Asset Management, Fixed Income, Hedge Funds, Investments, Investment Banking, Portfolio Management, Equities, Investment Properties, Bonds, Private Equity, Trading, Investment Strategies, Derivatives, ABS, Financial Modeling, Bloomberg, Financial Structuring, Venture Capital, Emerging Markets, Financial Markets, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Investment Management, Private Placements, Real Estate Economics, Corporate Development, Valuation, Funding, Structured Products, Investor Relations

Education
Northwestern University - Kellogg School of Management   1989 — 1991
MBA, Finance

College of the Holy Cross   1982 — 1986
BA, Chemistry

Choate Rosemary Hall   1981 — 1982

Pentucket HS   1977 — 1981

Peter Campanella Peter Campanella Greater New York City Area Details
Peter Campanella's Kidder Peabody Experience 1987 - 1994
Job Director of Operations at Ramius LLC
Industry Investment Management
Experience
Ramius LLC  August 2006 - Present
Banc of America Securities  May 2001 - August 2006
First Union  1998 - 2001
Kidder Peabody   1987 - 1994

Skills
Operations, Charles River IMS, Aexeo, Bloomberg, Microsoft Office, BARX, eSpeed, Omgeo Oasys, Trading, Portfolio Management, Equities, Settlement, Mutual Funds, Capital Markets, Options, Fixed Income, Middle Office, Equity Derivatives, Electronic Trading, Series 63, Derivatives, Prime Brokerage, FINRA, Back Office, Trading Systems, Hedge Funds, Securities, Alternative Investments, Management, Investments

Education
City University of New York-Baruch College   1987 — 1992
Business Administration, Management and Operations

LaSalle Academy High School   1983 — 1987

Saint Aloysius

David Orlando David Orlando Greater New York City Area Details
David Orlando's Kidder Peabody Experience 1993 - 1995
Job Retail Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2012 - Present
Miller Tabak  December 2007 - March 2011
Cathay Financial  March 2000 - October 2007
PaineWebber  1996 - 2000
Kidder Peabody   1993 - 1995

Skills
Series 24, Series 7, Series 63, Series 55, Equity Trading, Compliance, Option Trading, Merger Arb, Pairs Trading, Stub Trading, Algorithms, VWAP, Dark Pools, capital commitment, ETFs, Equity Derivatives, FINRA, Options, Securities

Education
Baruch College, City University of New York (CUNY)   1986 — 1991
BBA, Finance

Michael J. Doyle Michael J. Doyle San Antonio, Texas Details
Michael J. Doyle's Kidder Peabody Experience 1984 - 1989
Job Vice President at First Business Capital Corp. | Investor/Board Member at Gordon Sign Company
Industry Financial Services
Experience
First Business Capital Corp.   2011 - Present
Gordon Sign  2014 - Present
SPECTRUM Commercial Services   1999 - 2009
Mile High United Way  1994 - 1996
Mayor's Summer Youth Employment Program   1993 - 1993
Axis Marketing, Inc.   1989 - 1991
Kidder, Peabody  1984 - 1989

Skills
Asset Based Lending, Turnaround Financing, Commercial Lending, Debt Restructuring, New Business Development, Acquisition Financing, Growth Financing, Distressed Debt, Finance, Mergers, Mergers & Acquisitions, Loans, Credit, Business Development, Underwriting, Portfolio Management, Management, Credit Analysis, Banking, Capital, Small Business Lending, Commercial Banking, Credit Risk

Education
The University of Texas at Austin - The Red McCombs School of Business   1982 — 1984
MBA, Accounting and Finance

Baylor University   1977 — 1981
BBA, Marketing and Management

Jim Barrick Jim Barrick Greater Los Angeles Area Details
Jim Barrick's Kidder Peabody Experience 1990 - 1990
Job CPA, Consulting & Advisory services
Industry Financial Services
Experience
James H. Barrick, CPA, A Professional Corporation   September 2007 - Present
Todey Motor Company   2002 - 2007
James H. Barrick, CPA   1998 - 2000
Team Valor Racing Stables   1991 - 1998
The Centennial Group  1990 - 1991
Kidder Peabody   1990 - 1990
Drexel Burnham Lambert  1989 - 1990
Deloitte Haskins + Sells  1986 - 1989
Milwaukee Brewers Baseball Club  January 1984 - January 1987

Skills
Accounting, Strategic Planning, Business Development, Sales, Marketing, Financial Analysis, Customer Service, Account Management, Team Building, New Business Development, Management, Leadership, Start-ups, Sales Management, CRM

Education
California Lutheran University   1983 — 1986
BS, Accounting

Sally Vail Sally Vail Greater Boston Area Details
Sally Vail's Kidder Peabody Experience November 1985 - October 1986
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  November 1985 - Present
Kidder Peabody   November 1985 - October 1986

Education
Boston University

Staples High School

Robert DiMeo Robert DiMeo Greater Chicago Area Details
Robert DiMeo's Kidder Peabody Experience June 1990 - May 1995
Job Managing Director at DiMeo Schneider & Associates
Industry Investment Management
Experience
DiMeo Schneider & Associates  May 1995 - Present
Kidder Peabody   June 1990 - May 1995

Skills
Investments, Alternative Investments, Finance, Asset Allocation, Pensions, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Endowments, Institutional..., Management, Nonprofits, Hedge Funds, Investment Strategies, Mutual Funds, Private Equity, Fixed Income, Asset Managment, Non-profits, Equities, Bloomberg, Wealth Management, Securities, Strategic Financial...

Education
Bradley University   1980 — 1983

Edie Carroll Edie Carroll Greater Atlanta Area Details
Edie Carroll's Kidder Peabody Experience 1985 - 1988
Job SBA Product Specialist at Regions Financial Corporation. Contact: edie.carroll@regions.com or 4042958961
Industry Banking
Experience
Regions Financial Corporation  May 2012 - Present
EC Business Loans, LLC   January 2012 - June 2012
Bank of Atlanta  May 2011 - January 2012
Fidelity Bank  May 2010 - May 2011
High Trust Bank  September 2007 - January 2010
CIT  June 2005 - September 2007
Quantum National Bank  2002 - 2005
BB&T  July 2000 - October 2002
First Union National Bank  1994 - 2000
Kidder Peabody   1985 - 1988

Skills
Small Business Lending, SBA, Commercial Lending, Loans, Commercial Mortgages, Commercial Banking, SBA 504, Credit Analysis, Asset Based Lending, Credit, Banking, Underwriting

Education
University of Minnesota-Twin Cities   1980 — 1982
BS, Arch/Design & Business

University of Wisconsin-Madison   1977 — 1980
Architect & Business

Auburn University   1976 — 1977
Architecture & Business

Eric Weisser, CAPM Eric Weisser, CAPM Greater New York City Area Details
Eric Weisser, CAPM's Kidder Peabody Experience 1992 - 1995
Job
Industry Information Technology and Services
Experience
UBS  April 2013 - Present
EMC  January 2011 - April 2013
Pershing  July 2010 - January 2011
Fidelity Investments  2007 - 2010
Morgan Stanley Investment Management  2004 - 2006
UBS Wealth Management  2000 - 2004
PaineWebber  1995 - 2000
Kidder Peabody   1992 - 1995
Atalanta/Sosnoff Capital Corporation   1986 - 1992

Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services

Education
City University of New York-Baruch College - Zicklin School of Business   1987 — 1990
MBA

City University of New York-Baruch College - Zicklin School of Business   1983 — 1986
BBA

New York University - Polytechnic School of Engineering   1980 — 1982

Stuyvesant HS   1977 — 1980

Edward Martynowicz Edward Martynowicz Greater New York City Area Details
Edward Martynowicz's Kidder Peabody Experience 1989 - 1993
Job Head of Information Security Risk at HSBC
Industry Financial Services
Experience
HSBC  April 2004 - Present
Barclays Capital  1997 - 2003
Lehman Brothers  1993 - 1996
Kidder Peabody   1989 - 1993
Grumman Aerospace  1987 - 1989

Skills
Fixed Income, Financial Risk, Back Office, Banking, Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Markets, Hedge Funds, Finance, Investment Banking, Middle Office, Trading Systems

Education
Hofstra University
MBA, Finance

Bucknell University   1983 — 1987
BS, Computer Science

Paula Sack Paula Sack New York, New York Details
Paula Sack's Kidder Peabody Experience January 1987 - January 1988
Job Account Manager 2Commercial Team at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class  August 2015 - Present
Time Warner Inc.  November 2012 - Present
antiquedealersdaughter   November 2006 - July 2012
Build-A-Pipeline   January 2004 - July 2012
NetVersant  January 2002 - January 2004
Williams  January 1999 - January 2002
Siemens Information and Communication Networks  January 1988 - January 1999
Kidder Peabody   January 1987 - January 1988
ROLM/An IBM Company   January 1985 - January 1987

Skills
New Business Development, Sales, Sales Operations, Project Management, Sales Management, Sales Process, Unified Communications, Customer Service, Enterprise Software, Account Management, Selling, Negotiation, Telecommunications, VoIP

Education
New York University   2004 — 2005
Certificate in progress, Appraisal Studies

Binghamton University   1983 — 1985
BA, Psychology and Business

Boston University   1979 — 1981
Bachelor's degree, Psychology and Business

John W. Uhlein John W. Uhlein Greater New York City Area Details
John W. Uhlein's Kidder Peabody Experience 1985 - 1989
Job Managing Principal, Grenadier Capital, LLC
Industry Financial Services
Experience
New York University  February 2014 - Present
RoundTable Financial Group, LLC   March 2011 - Present
Grenadier Capital LLC   January 2009 - Present
StoneHouse Search Partners LLC   February 2013 - November 2014
Ambac Financial Group  October 1993 - December 2008
Ambac UK   2000 - 2004
Financial Security Assurance  1989 - 1993
Kidder, Peabody  1985 - 1989
Skadden Arps  1983 - 1985

Skills
Business Building, Client Relationship..., Strategy Development, Legal Issues, International Finance, Board Level, Capital Markets, Executive Management, Series 7, Series 63, Structured Finance, Infrastructure Projects, Distressed Debt, Recruiting, Specialty Finance, Finance, Hedge Funds, Valuation, Securities, Risk Management, Financial Structuring, CRM, Equities, Derivatives, Strategy, Private Equity, Business, Investments, Mergers & Acquisitions, Investment Banking, Portfolio Management, Trading, Corporate Finance, Infrastructure, Fixed Income, Insurance, Alternative Investments, Asset Management, Securitization

Education
Syracuse University - Martin J. Whitman School of Management   1979 — 1981
MBA

Syracuse University College of Law   1979 — 1981
JD

Hamilton College   1975 — 1979
BA, History

Choate Rosemary Hall   1973 — 1975

Manassah Bradley Manassah Bradley Boston, Massachusetts Details
Manassah Bradley's Kidder Peabody Experience 1989 - 1996
Job Sr. Business Consultant, Educator, Entrepreneur
Industry Management Consulting
Experience
Interise  June 2008 - Present
Kick The Cans, LLC   September 2014 - August 2015
Massachusetts Small Business Development Center (MSBDC)   June 2011 - November 2013
Loupe Consulting   January 2009 - June 2011
Center for Women & Enterprise  2009 - 2011
Commonwealth of Massachusetts  2008 - 2009
Peas In A Pod, Inc.   2004 - 2007
Commonwealth of Massachusetts  January 2001 - December 2004
Upromise  2000 - 2001
Kidder Peabody   1989 - 1996

Skills
Entrepreneurship, Business Planning, Start-ups, Strategic Planning, Business Strategy, Business Development, Public Speaking, Management Consulting, Strategic Consulting, Strategic Thinking, Small Business, Organizational..., Cross-functional Team..., Financial Analysis, Training, Program Management, Marketing, Management, Leadership, Competitive Analysis, Strategy, Leadership Development, Coaching, Marketing Strategy, Executive Coaching, Project Planning, Product Development, Sales, Consulting, CRM, Executive Management, Business Process...

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2000
MBA, Entrepreneurial Studies

Northeastern University   1981 — 1985
B.S., Economics

John Paulsen, CFA John Paulsen, CFA Greater New York City Area Details
John Paulsen, CFA's Kidder Peabody Experience 1993 - 1994
Job Head of Research at Stonebridge Advisors
Industry Investment Management
Experience
Stonebridge Advisors LLC   April 2015 - Present
Sterne Agee  June 2013 - April 2015
Gleacher & Company  March 2010 - April 2013
CRT Capital Group  August 2009 - March 2010
RBS Greenwich Capital  February 2006 - August 2009
J.P. Morgan Investment Management   June 2000 - February 2006
Prudential Financial  March 1999 - June 2000
J.P. Morgan   June 1994 - November 1998
Kidder Peabody   1993 - 1994
Standard & Poor's   1988 - 1993

Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions

Education
New York University - Leonard N. Stern School of Business   1986 — 1990
MBA, Finance

Boston University Questrom School of Business   1978 — 1982
BS, Finance, International Mgmt

Peter Brackman Peter Brackman Greater New York City Area Details
Peter Brackman's Kidder Peabody Experience May 1988 - November 1989
Job Vice President, State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets  March 2015 - Present
J.P. Morgan   September 2012 - August 2014
Markit  August 2009 - August 2012
Morgan Stanley  June 2003 - February 2008
UBS/PaineWebber  June 1997 - June 2003
Deutsche Bank  1994 - 1996
Daiwa Securities  January 1991 - June 1994
Kidder Peabody   May 1988 - November 1989
Prudential Securities  February 1986 - April 1988

Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing

Education
Polytechnic University   1988 — 1989
Operations Research

Clark University   1980 — 1984
Computer Science, Mathematics

Midwood High School   1978 — 1980

Elizabeth Peaslee Elizabeth Peaslee Santa Monica, California Details
Elizabeth Peaslee's Kidder Peabody Experience 1985 - 1995
Job SVP Wealth Management at Jefferies
Industry Financial Services
Experience
Jefferies LLC  July 2002 - Present
Robertson Stephens  March 1999 - July 2002
Oppenheimer & Co. Inc.   July 1995 - March 1999
Kidder Peabody   1985 - 1995

Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Investments, Portfolio Management, Equities, Wealth Management, Trading, Finance

Education
Bates College
BS, Economics

Deborah Leighton Deborah Leighton Milford, Pennsylvania Details
Deborah Leighton's Kidder Peabody Experience 1993 - 1995
Job Portfolio Management Associate at Biondo Investment Advisors
Industry Investment Management
Experience
Biondo Investment Advisors   January 2014 - Present
Lazard  1995 - 2001
Kidder Peabody   1993 - 1995

Skills
Asset Allocation, Investments, Equities, Asset Management, Mutual Funds, Alternative Investments, Options, Securities, Derivatives, Series 7, ETFs, Municipal Bonds, Series 63, Portfolio Management, corporate bonds

Education
Bloomsburg University of Pennsylvania

Joseph DiMaria Joseph DiMaria Greater New York City Area Details
Joseph DiMaria's Kidder Peabody Experience 1991 - 1995
Job Corporate Bond Trader
Industry Banking
Experience
BNP Paribas  2001 - February 2015
Paine Webber  1995 - 2001
Kidder Peabody   1991 - 1995
Kidder Peabody   1989 - 1991

Skills
Mentor and Train, Credit Bonds, Trading, Fixed Income, Accounting, Interest Rates, Finance, Sales, Bonds, Capital Markets, Financial Markets, Structured Products, Hedge Funds, Investment Banking, Series 7

Education
City University of New York-Herbert H. Lehman College
Bachelor’s Degree, Financial Accounting

Donna DiMaria Donna DiMaria Rochester, New York Area Details
Donna DiMaria's Kidder Peabody Experience 1990 - 1993
Job CEO, Tessera Capital Partners, LLC
Industry Investment Management
Experience
Third Party Marketers Association   May 2006 - Present
Tessera Capital Partners, LLC   March 2004 - Present
Tessera Capital Services, LLC   March 2005 - December 2010
WestAM   July 2000 - September 2003
Forstmann-Leff International   May 1997 - July 2000
UBS Global Asset Management  May 1994 - June 1997
Kidder Peabody   1990 - 1993

Skills
Alternative Investments, Hedge Funds, Asset Managment, Investments, Portfolio Management, Equities, Private Equity, Investment Strategies, Asset Allocation, Investment Management, Mutual Funds, Investment Advisory, Series 7, Venture Capital, Fixed Income, Due Diligence, Wealth Management, Fund Of Funds, Valuation, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   1997 — 1999
MBA, Finance

State University of New York at Binghamton   1984 — 1988
BS, Finance

Bill Eichorn Bill Eichorn Greater New York City Area Details
Bill Eichorn's Kidder Peabody Experience July 1987 - February 1994
Job Product Manager eCommerce Sales and Marketing
Industry Financial Services
Experience
ICAP  October 2013 - March 2015
ICAP  June 2002 - September 2013
Headway Corporate Staff Administration   August 2001 - May 2002
Deutsche Bank  July 1996 - July 2001
J.P. Morgan   February 1994 - July 1996
Kidder Peabody   July 1987 - February 1994
Dean Witter Reynolds Inc.  August 1986 - July 1987

Skills
Trading, Financial Markets, Electronic Trading, Trading Systems, Derivatives, Fixed Income, MBS, Credit Derivatives, Capital Markets, Bonds, Bloomberg, Swaps, Market Data, FX Options, Middle Office, Equities, Equity Derivatives, Hedge Funds, Options

Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Economics

Bronx High School of Science

Carmel Porter Carmel Porter Phoenix, Arizona Area Details
Carmel Porter's Kidder Peabody Experience October 1977 - April 1987
Job Performance Consultant at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic  January 1999 - Present
Fox & Copany Investments   May 1987 - October 1998
Kidder Peabody   October 1977 - April 1987

Skills
Healthcare Information..., Healthcare, Healthcare Management, Hospitals, EMR, Quality Improvement, Performance Improvement, Medical Devices, Process Improvement, Revenue Cycle, Healthcare Industry, Physician Relations, Data Analysis, EHR

Education
Arizona State University   2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

University of Washington   1976 — 1979
Bachelor of Arts (BA), Political Science and Government

Duane Cooper CFP® Duane Cooper CFP® Austin, Texas Area Details
Duane Cooper CFP®'s Kidder Peabody Experience 1984 - 1989
Job Managing Director Investments, PIM® Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  November 2007 - Present
UBS Wealth Management  February 1999 - September 2007
Dain Rauscher, Inc.   1989 - 1999
Kidder Peabody   1984 - 1989
Rotan Mosle, Inc.   1977 - 1984

Skills
Finance, Mutual Funds, Retirement Planning, Management, Investments, Financial Services, Investment Strategies, Retirement, 401k, Financial Analysis, Strategic Planning, Alternative Investments, Valuation, Asset Allocation, Securities, Financial Modeling, Insurance, Risk Management, Fixed Annuities, Accounting, Fixed Income, Long-term Care, Hedge Funds, Equities

Education
Arizona State University   1970 — 1974
BS Finance, Finance

James J. Valentino James J. Valentino Greater New York City Area Details
James J. Valentino's Kidder Peabody Experience 1990 - 1994
Job Currently looking
Industry Financial Services
Experience
Prudential Financial  August 2014 - Present
Wells Fargo Advisors  March 2013 - March 2014
Citigroup  February 1997 - January 2012
Lehman Brothers  February 1995 - February 1997
Kidder Peabody   1990 - 1994

Skills
Equity Trading, Problem Solving, Marketing, Trading, Strategic Financial..., Retirement Planning, 529 Plans, 401k Rollovers, Series 7, FINRA, Equities, Investments, Series 24, Investment Advisory, Asset Allocation, Trading Strategies, Stocks, Series 63, ETFs, Bloomberg, Securities, Trading Systems, Options, Capital Markets, Electronic Trading, Hedge Funds, Traders, Risk Management, Commodity, Financial Services, Financial Planning

Education
City University of New York-College of Staten Island   1986 — 1990

Tottenville H.S   1982 — 1986

Dan Gill Dan Gill Evanston, Illinois Details
Dan Gill's Kidder Peabody Experience June 1986 - June 1988
Job Managing Partner at Silver Oak Services Partners, LLC
Industry Venture Capital & Private Equity
Experience
Silver Oak Services Partners, LLC  2006 - Present
Willis Stein & Partners  June 1995 - April 2005
CIVC Partners  June 1989 - June 1995
Kidder Peabody   June 1986 - June 1988

Education
University of Chicago   1988 — 1990
Master of Business Administration (MBA)

Bucknell University   1982 — 1986
Bachelor of Arts (B.A.), Economics

Willie H. Bradley Willie H. Bradley Greater Boston Area Details
Willie H. Bradley's Kidder Peabody Experience 1983 - 1988
Job Director of Safety and Security for Randolph Public Schools
Industry Public Policy
Experience
Randolph Public Schools  May 2012 - Present
Boston University  2008 - Present
Massasoit Community College  2007 - Present
Boston Police Department  January 2000 - February 2005
Boston Police Department  June 1988 - February 2005
Kidder Peabody   1983 - 1988
Merril Lynch Pierce Fenner and Smith, Inc   1979 - 1981
Bank of Boston  1979 - 1981
US Army  1976 - 1979

Skills
Coaching, Administration, Budgets, Adult Education

Education
Walden University   2010 — 2015

Boston University
Master of Science, Criminal Justice

Johnson and Wales University
Bachelor of Science, Computer Information System & Management

Fisher College
Associate of Arts, Business Management

Etid Lyashkov Etid Lyashkov Greater New York City Area Details
Etid Lyashkov's Kidder Peabody Experience April 1986 - October 1989
Job Associate Director at UBS Wealth Management RETIRED
Industry Financial Services
Experience
UBS Wealth Management  October 1989 - March 2012
Kidder Peabody   April 1986 - October 1989
Drexel Burnham Lambert  October 1982 - April 1986

Skills
Investments, Retirement Planning, Private Equity, Estate Planning, Relationship Management, Credit Analysis, SDLC, Risk Management, Credit, Life Insurance, Mergers, Mortgage Lending, Mergers & Acquisitions, Financial Services, Securities, Portfolio Management, Asset Management, Bloomberg, Capital Markets, Analysis, Emerging Markets, Financial Modeling, Finance, Equities, Financial Analysis, Fixed Income

Education
Kiivs'kij Ekonomicnij Institut Menedžmentu   1967 — 1972

Peter Chudy Peter Chudy New York, New York Details
Peter Chudy's Kidder Peabody Experience June 1992 - March 1995
Job Chief Risk & Operating Officer
Industry Financial Services
Experience
UBS  November 2001 - May 2014
Nomura Securities  March 1995 - November 2001
Kidder Peabody   June 1992 - March 1995
Chase Manhattan Bank  March 1990 - June 1992
Bank of New England  June 1987 - March 1990

Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Valuation, Structured Products, Financial Modeling, Asset Management

Education
Boston College   1988 — 1990
Master of Science (M.S.), Finance, General

University of New Hampshire   1983 — 1987
Bachelor's Degree, Business Administration and Management, General, Magna cum Laude

Hannah Strasser, CFA Hannah Strasser, CFA Greater New York City Area Details
Hannah Strasser, CFA's Kidder Peabody Experience July 1986 - July 1988
Job Managing Director at SKY Harbor Capital Management, LLC
Industry Investment Management
Experience
SKY Harbor Capital Management, LLC  September 2011 - Present
AXA Investment Managers  September 2001 - June 2011
Cardinal Capital Management, L.L.C.   April 1995 - September 2001
Deltec Asset Management  August 1988 - April 1995
Kidder Peabody   July 1986 - July 1988

Education
Amherst College   1978 — 1982
BA, Geology

Gina Skelton Gina Skelton Greater New York City Area Details
Gina Skelton's Kidder Peabody Experience 1994 - 1995
Job Software Engineer at IBM
Industry Information Technology and Services
Experience
IBM  2007 - Present
Mellon Financial  1995 - 2007
BNY Mellon  1995 - 2007
Kidder Peabody   1994 - 1995
Equitable Life  1986 - 1994
City of New York - FISA  1983 - 1986

Skills
z/OS, SDLC, DB2, JCL, Data Modeling, Unix, Disaster Recovery, Database Design, TSO, IBM Mainframe, Software Project..., Requirements Analysis, Agile Methodologies, PMP, Business Intelligence

Education
City University of New York-Hunter College   1978 — 1982
BA, Economics

Blake Baxter Blake Baxter Greater San Diego Area Details
Blake Baxter's Kidder Peabody Experience 1983 - 1987
Job Founding Shareholder at The Planners Network
Industry Financial Services
Experience
MainStreet Tax and Financial Group   Founding ShareholderThe Planners Network2000 - Present
Kidder Peabody   1983 - 1987

Education
Brigham Young University
MBA, Investments, International Finance, Organizational Communication, Spanish

Oakdale Elementary

Stratford

Carley Sullivan Carley Sullivan Greater Chicago Area Details
Carley Sullivan's Kidder Peabody Experience April 1987 - April 1990
Job Assistant Teacher
Industry Primary/Secondary Education
Experience
St. Stephen's Episcopal Day School   August 2013 - Present
Glacier Ice Arena   May 2010 - Present
Handwriting Without Tears  August 2009 - Present
Episcopal Preschool   August 2010 - August 2013
Weight Watchers  August 2010 - January 2013
Lake Forest Country Day School  2006 - 2008
Greenwich Academy  September 1998 - June 2004
Kidder Peabody   April 1987 - April 1990
Kidder Peabody   1987 - 1990
New York Clearing House   July 1985 - February 1987

Skills
Teaching, Curriculum Design, Public Speaking, Fundraising, Non-profits, Curriculum Development, Classroom, Educational Leadership, Editing, Social Media, Event Planning, Research

Education
Boston College   1977 — 1979
Bachelor of Science (BS), Elementary Education and Teaching

LIU Post   1975 — 1977
Elementary Education, Physical Education

Cass Almendral Cass Almendral Greater New York City Area Details
Cass Almendral's Kidder Peabody Experience January 1987 - January 1991
Job Managing Director at Wall Street Solutions Group, Inc.
Industry Investment Management
Experience
Wall Street Solutions Group, Inc.   October 2010 - Present
CassWorld.com   June 1997 - Present
CA Consulting, LLC  February 2009 - October 2010
Strategic Growth International - Investor Relations Inc.   February 2008 - October 2009
The Beryl Consulting Group, LLC   July 2007 - February 2008
Cornell Capital   September 2004 - July 2005
Computer Intelligence Group, Inc.   January 1992 - July 2005
Kidder, Peabody  January 1987 - January 1991
Dean Witter Reynolds  January 1984 - January 1987

Skills
Hedge Funds, MBS, Stock Valuation, Alternative Investments, Equities, Investments, Asset Managment, Private Equity, Capital Markets, Valuation, Fixed Income, Portfolio Management, Financial Modeling, Trading, Investment Banking, Derivatives, Emerging Markets, Venture Capital, Investment Strategies, Investor Relations, Asset Allocation, Asset Management, Bloomberg, Bonds, Business Development, Capital, Commodity, Corporate Development, Corporate Finance, Electronic Trading, Due Diligence, Entrepreneurship, Equity Derivatives, Equity Research, Equity Trading, Equity Valuation, Finance, Financial Markets, Financial Services, Funding, Financial Analysis, Financial Structuring, Hedging, IPO, Investment Advisory, Investment Management, Mergers, Mergers & Acquisitions, Mutual Funds, Project Finance

Education
SUNY Binghamton   1980 — 1983
BS

Freddy Russo Freddy Russo Greater New York City Area Details
Freddy Russo's Kidder Peabody Experience 1993 - 1995
Job Owner, D2k Technologies
Industry Information Technology and Services
Experience
D2k Technologies   1997 - Present
Market Net Group (Reuters)   1998 - 2000
NewsEdge Corporation (Desktop Data)   1995 - 1997
Kidder Peabody   1993 - 1995
Credit Suisse First Boston  1990 - 1992
North American Philips Corporation  1988 - 1990

Skills
SDLC

Education
City University of New York-Hunter College

Suburban Technical School

Robin Chavez Robin Chavez Santa Fe, New Mexico Area Details
Robin Chavez's Kidder Peabody Experience 1990 - 1995
Job Assistant Principal at St. Michael's High School
Industry Education Management
Experience
Santa Fe Public Schools  Assistant PrincipalSt. Michael's High SchoolJuly 2010 - Present
Kidder Peabody   1990 - 1995

Education
Appalachian State University   1980 — 1984
BS, Communications/Theatre

Joann Borbell Joann Borbell Dallas/Fort Worth Area Details
Joann Borbell's Kidder Peabody Experience August 1980 - July 1982
Job Technical Systems Technician II West Zone
Industry Education Management
Experience
Lewisville ISD  August 1999 - Present
Washington Mutual  August 1987 - November 1996
JPMorgan Chase  August 1982 - July 1987
Kidder Peabody   August 1980 - July 1982

Skills
Social Networking, Microsoft Office, Leadership, Teaching, Outlook, Troubleshooting, System Administration, Computer Hardware, Windows, Instructional Technology, Technology Integration, Access, System Deployment, Windows 7, E-Learning, Training, Active Directory, SharePoint, Networking, Windows Server, Servers, Microsoft Exchange, IIS, Disaster Recovery, VMware ESX, Backup Exec, vSphere, VMware vSphere

Education
University of North Texas   2012 — 2014
BAA Applied Technology

Brookhaven Community College   2011 — 2012
complete requirements, BAA in Applied Technologies

Kingsborough Community College   1978 — 1980
AAS, Accounting

St Edmunds Catholic High School   1974 — 1978
Academic

Mary Queen of Heaven   1966 — 1974

Dan McCaughin Dan McCaughin Coronado, California Details
Dan McCaughin's Kidder Peabody Experience 1980 - 1983
Job 3Tier Business Consultant
Industry Professional Training & Coaching
Experience
Performance Measurement Company   1987 - Present
Performance Measurement Company   January 1987 - Present
Reed Food Technology / Tastemaker Foods   2011 - 2014
ISGN  2003 - 2005
Hotel Information Systems  2001 - 2003
Kidder Peabody   1980 - 1983
IBM Office Products Division  1980 - 1981

Skills
Team Building, New Business Development, Leadership, Sales, Management, Management Consulting, Sales Management, CRM, Coaching, Cross-functional Team..., Change Management, Leadership Development, Sales Operations, Process Improvement, Team Leadership, Customer Service, Business Development, Training, Public Speaking, Account Management, Salesforce.com, Negotiation, Strategic Partnerships, Contract Negotiation, Strategic Planning, Marketing Strategy, Business Planning, Marketing

Education
United States Naval Academy   1970 — 1974
Engineering

Chapman University   1977 — 1979
MBA

Arroyo High School   1968 — 1970
High School

Alameda High School   1967 — 1968

Rob Selwyn Rob Selwyn Greater New York City Area Details
Rob Selwyn's Kidder Peabody Experience 1986 - 1995
Job Vice President at Bank of New York Mellon
Industry Computer Software
Experience
Bank of New York Mellon  October 2006 - Present
BNY Mellon  2003 - Present
Kidder Peabody   1986 - 1995
Citibank  1978 - 1986

Education
Clark University   1969 — 1973

Darnell Wilkerson Darnell Wilkerson Charlotte, North Carolina Area Details
Darnell Wilkerson's Kidder Peabody Experience January 1992 - June 1995
Job
Industry Banking
Experience
Wells Fargo  June 2005 - Present
JPMorgan Chase  June 1995 - December 2004
Kidder Peabody   January 1992 - June 1995
Citi  January 1990 - January 1992

Skills
Data Warehousing, SDLC, Business Requirements, Banking, Requirements Gathering, Business Analysis, Visio, Financial Services, Requirements Analysis, ETL, Teradata, Analysis, DB2, IT Strategy

Education
City University of New York-Baruch College - Zicklin School of Business   1981 — 1986
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management

Margo Urbany-Joyce Margo Urbany-Joyce Edgartown, Massachusetts Details
Margo Urbany-Joyce's Kidder Peabody Experience January 1993 - January 1995
Job Financial Services Professional in transition
Industry Financial Services
Experience
Ameriprise Financial  July 2006 - June 2012
Citi Group  April 1999 - May 2005
Citi Group  January 1995 - April 1999
Kidder Peabody   January 1993 - January 1995
Kidder Peabody   October 1989 - January 1993
Kidder Peabody   October 1988 - October 1989
Salomon Brothers  April 1987 - October 1988

Education
Carnegie Mellon University   1982 — 1986
BS, Applied Mathematics, Operations Research and Industrial Management

Zachary Martin Zachary Martin Greater Boston Area Details
Zachary Martin's Kidder Peabody Experience July 1990 - May 1992
Job Football Coach, Basketball and Lacrosse Coach at St. Sebastian's School
Industry Investment Banking
Experience
St. Sebastian's School   June 2014 - Present
Belmont HIll School  August 2012 - Present
Nomura  April 2009 - October 2012
Lehman Brothers  February 2001 - December 2007
JP Morgan  October 1997 - January 2001
Darlington School  June 1992 - June 1994
Kidder Peabody   July 1990 - May 1992
Darlington School  July 1988 - June 1990

Education
Babson College   1994 — 1996
MBA, Finance and Financial Management Services

Denison University   1984 — 1988
BA, Political Science and Government

Holderness School   1981 — 1984

Hope Koenig Hope Koenig Greater New York City Area Details
Hope Koenig's Kidder Peabody Experience 1990 - 1994
Job Manager Marketing Finance
Industry Dairy
Experience
The Dannon Company  August 2002 - Present
Kidder Peabody   1990 - 1994
Deloitte  1987 - 1990

Skills
Portfolio Management, Finance, Competitive Analysis, Shopper Marketing, Auditing, Fixed Income, Marketing Strategy, Consumer Products, Marketing

Education
Pace University - Lubin School of Business   1983 — 1986
BBA Public Accounting, Accounting

Carnegie Mellon University   1981 — 1983

Pace University
BBA, Lubin School of Business

Jeff Bauman Jeff Bauman Sacramento, California Area Details
Jeff Bauman's Kidder Peabody Experience 1987 - 1993
Job MD derivative sales at R.J. O'Brien
Industry Financial Services
Experience
R.J. O'Brien   OwnerDue Ragazze VineyardsJanuary 2013 - Present
Kidder Peabody   1987 - 1993

Skills
Fixed Income, Capital Markets, Trading, Derivatives, Financial Markets, Portfolio Management, Options, Risk Management, Hedging, Securities, Bloomberg, Equities, Banking, Investments, Credit Risk

Education
DePaul University   1996 — 1998
Master of Business Administration (MBA), Finance, General

California State University, Fresno   1984 — 1988

Alison Adler Alison Adler Greater New York City Area Details
Alison Adler's Kidder Peabody Experience February 1994 - December 1994
Job Finance & Market Research Professional
Industry Market Research
Experience
Albert & Lawrence Attia, MD, PC   October 2008 - Present
The Nielsen Company  March 2000 - June 2007
AMS Planning & Research  September 1997 - March 2000
The Eliran-Murphy Group   August 1995 - August 1997
Kidder Peabody   February 1994 - December 1994
Brown Brothers Harriman  July 1992 - February 1994

Skills
EMRs, Office Administration, Marketing Research, Qualitative Research, Focus Groups, Report Writing, Strategic Planning, AC Nielsen, Project Management, Panel Data Analysis, Customer Insight, Segmentation, Brand Management, FMCG

Education
Pace University - Lubin School of Business   1994 — 1997
M.B.A., Marketing

Bryn Mawr College   1987 — 1991
A.B., English

Suzanne LeViness Meador Suzanne LeViness Meador Greater Boston Area Details
Suzanne LeViness Meador's Kidder Peabody Experience 1989 - 1993
Job Senior Vice President, Pricing Discipline at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  March 2014 - Present
Brown Brothers Harriman  July 2005 - Present
State Street Corporation  March 1993 - July 2005
Bank Boston  1998 - 2000
Bank Boston  1998 - 2000
Bank Boston  1998 - 2000
Kidder Peabody   1989 - 1993

Skills
Financial Modeling, Financial Analysis, Financial Services, Pricing Strategy, Fixed Income, Equities, Mutual Funds, Securities, Capital Markets, Financial Reporting, Derivatives, Corporate Finance, Finance, Due Diligence, Banking, Financial Risk, Strategic Planning

Education
Bentley University   1985 — 1989
Bachelor of Science (B.S.), Economics, Finance & Accounting

Jeffrey Loewenstein, CISA Jeffrey Loewenstein, CISA Greater New York City Area Details
Jeffrey Loewenstein, CISA's Kidder Peabody Experience April 1985 - November 1987
Job Accounting Professional
Industry Financial Services
Experience
Guardian Insurance  May 1993 - October 1999
Kidder Peabody   April 1985 - November 1987

Education
New York University   1975 — 1977
Certificate, Accounting

Adelphi University   1970 — 1974
BA, History

Liz Brewer Mucciaccio Liz Brewer Mucciaccio Greater Omaha Area Details
Liz Brewer Mucciaccio's Kidder Peabody Experience June 1992 - May 1994
Job Founding Partner, JUNE
Industry Marketing and Advertising
Experience
June Advertising   2005 - Present
Braintree High School  August 1998 - June 1999
BayBank  June 1994 - August 1995
Kidder Peabody   June 1992 - May 1994

Skills
Social Media Marketing, Creative Direction, Marketing Communications, Social Media, Advertising, New Business Development, Building Relationships, Interpersonal Skill, Finance, Kindness, Strategic Partnerships, Small Business, Employee Benefits

Education
Bridgewater State University   1995 — 1997
Teaching, English

University of Iowa   1987 — 1991
BBA, Marketing

Philip Schwartz, CFA Philip Schwartz, CFA Greater New York City Area Details
Philip Schwartz, CFA's Kidder Peabody Experience 1987 - 1988
Job Founder at Blue Spark Capital, LLC
Industry Investment Management
Experience
Blue Spark Capital, LLC   January 2011 - Present
ING Investment Management  July 1993 - January 2011
Lexington Management  July 1993 - January 1996
cheuvreux de virieu   1990 - 1993
kidder peabody   1987 - 1988

Skills
Equities, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investment Strategies, Investments, Investment Management, Asset Allocation, Equity Research, Bloomberg, Mutual Funds

Education
Boston University   1981 — 1985
Master of Arts, Economics

Concord Academy   1978 — 1980

Garrett Pechillo Garrett Pechillo Greater New York City Area Details
Garrett Pechillo's Kidder Peabody Experience 1988 - 1994
Job Senior Recruiter at BUSINESS INFORMATION SERVICES
Industry Staffing and Recruiting
Experience
BUSINESS INFORMATION SERVICES  2005 - 2011
Societe Generale  1995 - 2005
Kidder Peabody   1988 - 1994
Pershing  1986 - 1988

Education
City University of New York-Brooklyn College
Economics

Jim Finnerty Jim Finnerty Stockbridge, Massachusetts Details
Jim Finnerty's Kidder Peabody Experience September 1983 - June 1986
Job President, Heirloom Meals
Industry Media Production
Experience
Energy Focus Inc  2008 - Present
Merriman Curhan Ford & Co.   August 2002 - November 2007
Deustche Bank  1997 - 1998
Hambrecht & Quist  1986 - 1996
Kidder Peabody   September 1983 - June 1986
Bank of Boston  1982 - 1984
American Institute for Economic Research  1977 - 1979
American Institute Counselors   1975 - 1977

Education
Cornell University - S.C. Johnson Graduate School of Management   1979 — 1981
MBA, Finance

Boston College   1969 — 1973
BA, Economics

Phil Chorun Phil Chorun Greater New York City Area Details
Phil Chorun's Kidder Peabody Experience November 1992 - February 1994
Job Director at Wachovia
Industry Financial Services
Experience
Wachovia, A Wells Fargo Company  April 2004 - Present
Merrill Lynch  March 1998 - March 2004
Natixis North America  February 1994 - March 1997
Kidder Peabody   November 1992 - February 1994
AT&T  June 1987 - November 1992

Skills
Derivatives, Options, Fixed Income, Electronic Trading, Bonds, Swaps, Financial Risk, Market Data, Proprietary Trading, Rates, Analytics, Treasury, Trading Systems, Risk Management, Portfolio Management, Capital Markets, Equities

Education
Adelphi University   1987 — 1991
MBA, International Finance

Hofstra University   1984 — 1987
BS, Computer Science / Math

Nancy Iscovitz Nancy Iscovitz Greater Seattle Area Details
Nancy Iscovitz's Kidder Peabody Experience January 1982 - December 1986
Job Executive Director at HumanLinks Foundation
Industry Nonprofit Organization Management
Experience
HumanLinks Foundation   July 2010 - Present
Wokai  January 2008 - December 2010
NLI Consulting   January 2009 - June 2010
Laird Norton Tyee  1998 - 2007
Parametric Portfolio Associates  January 1997 - August 1998
Towle Associates, Inc   August 1994 - August 1995
Stolper & Co. Inc.   January 1987 - August 1994
Kidder, Peabody  January 1982 - December 1986

Education
Boston University
Bachelor of Arts, American History

Bill Cherry Bill Cherry Greater New York City Area Details
Bill Cherry's Kidder Peabody Experience 1979 - 1994
Job Retired from SPML UK
Industry Financial Services
Experience
SPML UK   December 2005 - Present
SPML   1996 - 2005
Southern Pacific Mortgage Ltd   1996 - 2005
Kidder, Peabody  1979 - 1994

Education
Columbia University in the City of New York   1976 — 1979
MS;MBA

Boston College   1968 — 1975
BA;MA

Brendan McEntee Brendan McEntee Greater New York City Area Details
Brendan McEntee's Kidder Peabody Experience 1991 - 1993
Job Store Manager at Pier 1 Imports
Industry Luxury Goods & Jewelry
Experience
Pier 1 Imports  2012 - Present
Tumi  2004 - 2012
Williams-Sonoma, Inc.   2001 - 2004
Griffin Mill Books   1998 - 2002
Superior Bank  1996 - 1999
Republic National Bank  1993 - 1996
Kidder Peabody   1991 - 1993

Skills
Performance Analysis, Performance Tuning, Profit Improvement, Business Planning, Plan Implementation, Cost Reduction, Revenue Growth, Budgeting, Business Turnaround, Financial Forecasting, Strategic Planning, Project Implementation, Organizational..., Staff Development, Staff Management, Sales Coach, Team Building, Compliance, Auditing, Legal Review, Copy Editing, Situational Leadership, Budgets, Sales, Coaching, Retail, Store Management, Inventory Management, Profit Maximization, Loss Prevention, Marketing, Driving Results, Visual Merchandising, Profit, Income Statement, Hiring, New Store Development, Selling, Inventory Control, Management, Apparel, Retail Sales, Employee Training, Luxury Goods, Operations Management, Fashion, POS, New Store Openings, P, Merchandising

Education
Hofstra University   1998 — 2001
Masters, English

Adelphi University   1989 — 1991
B.A., English

John Singler John Singler Greater New York City Area Details
John Singler's Kidder Peabody Experience 1986 - 1989
Job VP, Client Services at ReadQ Systems
Industry Financial Services
Experience
ReadQ Systems   March 2010 - Present
Cantor Fitzgerald  July 2006 - March 2010
Thomson Financial  2003 - 2006
Quant Trading   1999 - 2003
Nesbitt Burns  1997 - 1998
Yamaichi   1994 - 1997
Smith Barney  1989 - 1994
Kidder Peabody   1986 - 1989

Skills
Market Data, Software Project..., Trading Systems, Securities, Equities, Hedge Funds, Electronic Trading, Fixed Income, Trading, Capital Markets, Series 7, Middle Office, Prime Brokerage, Financial Markets, Securities Lending

Education
Adelphi University   1980 — 1984

Regis   1976 — 1980

Barbara B. Brooks Barbara B. Brooks Greater New York City Area Details
Barbara B. Brooks's Kidder Peabody Experience February 1992 - January 1995
Job Vice President,The Center for Professional Excellence@ Prudential Annuities
Industry Financial Services
Experience
Prudential Financial  2009 - Present
Legg Mason  2008 - 2009
Prudential Annuities  2008 - 2009
SIFMA  2000 - 2009
Metlife  March 2004 - March 2008
UBS/PaineWebber  1995 - March 2004
Kidder Peabody   February 1992 - January 1995

Skills
Strategy, Leadership, Talent Management, Series 7, Financial Services, Staff Development, Series 63, Wealth Management, Retirement, Executive Management, Securities, Retirement Planning, Fixed Annuities, Mutual Funds, Leadership Development, FINRA, Investments, Risk Management, Vendor Management, Strategic Planning, Organizational..., Change Management, Team Building, Sales training, Sales Leadership..., Learning Technologies, Management

Education
Bloomsburg University of Pennsylvania
Bachelor’s Degree, Speech-Language Pathology/Pathologist

The Ohio State University
Master’s Degree, Speech-Language Pathology/Pathologist

Alexander Maryansky Alexander Maryansky Tampa/St. Petersburg, Florida Area Details
Alexander Maryansky's Kidder Peabody Experience 1994 - 1995
Job Project Manager / Senior Technical Lead (Consultant) at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc.   February 2015 - Present
UBS Financial Services Inc  February 1995 - January 2015
PaineWebber  1995 - 2000
Kidder Peabody   1994 - 1995
Office of the Mayor of the City of New York  1993 - 1994
Sirota Survey Intelligence  1990 - 1993

Skills
SDLC, IT Strategy, Business Analysis, Vendor Management, Project Portfolio..., Project Management, DB2, Software Project..., PMO, Trading Systems, SQL, Databases, COBOL, Offshoring, Mainframe, Enterprise Architecture, Agile Methodologies, Market Data, Requirements Analysis, Java, IT Management, Software Development, Business Requirements, Requirements Gathering, SOA, Data Warehousing, ITIL, Disaster Recovery, Systems Analysis, Integration, Visio, Unix, Solution Architecture

Education
Harkivs'kij Nacional'nij Universitet im. V.N. Karazina
M.S., Theoretical Physics

Moscow State Industrial University (MSIU)
Ph.D., Computer Modeling of Physical Processes

Phillip Ianiro (Phil.Ianiro@yahoo.com) Phillip Ianiro (Phil.Ianiro@yahoo.com) Buffalo/Niagara, New York Area Details
Phillip Ianiro (Phil.Ianiro@yahoo.com)'s Kidder Peabody Experience 1992 - 1995
Job Senior VP Manager FP&A / ICG Client Analytics at Citigroup
Industry Financial Services
Experience
Citigroup  2011 - Present
Citigroup  2007 - 2011
Citigroup  2005 - 2007
Citigroup  2000 - 2005
Citigroup  1996 - 2000
The Bank of New York  1995 - 1996
Kidder Peabody   1992 - 1995

Skills
Financial Systems, Financial Management, Cost Control, Process Evaluation, Human Resource..., Management, Budgeting, Forecasting, Customer Satisfaction, Planning and Analysis..., Profit and Loss (P&L), Budgets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Leadership, Managerial Finance, Personnel Management, Securities

Education
Adelphi University   1992 — 1996
MBA, International Finance

Queens College   1979 — 1983
BA, Accounting and Economics

Phillip Ianiro Phillip Ianiro Greater New York City Area Details
Phillip Ianiro's Kidder Peabody Experience May 1983 - July 1995
Job SVP at citigroup
Industry Financial Services
Experience
citigroup  September 1996 - Present
The Bank of New York  June 1995 - September 1996
Kidder Peabody   May 1983 - July 1995

Education
Queens College   1978 — 1982
BA, Economics / Accounting

Adelphi University
MBA, International Finance

Laurie Berke Laurie Berke Greater New York City Area Details
Laurie Berke's Kidder Peabody Experience 1985 - 1990
Job Founder at Londonderry Advisory Group, LLC
Industry Financial Services
Experience
Londonderry Advisory Group, LLC   March 2014 - Present
TABB Group  May 2006 - February 2014
ITG Inc.  October 1997 - February 2006
Merrill Lynch  October 1990 - May 1997
Kidder Peabody   1985 - 1990
Paine Webber  1979 - 1985

Skills
Trading Systems, Equities, Program Trading, Capital Markets, Electronic Trading, Market Structure, Trading, Financial Markets, Equity Derivatives, Financial Services, Valuation, Investment Banking, Hedge Funds, Options, Investments, Proprietary Trading, Back Office, Bloomberg, Securities, FINRA, Trading Strategies, Fixed Income, Asset Management, Derivatives, Portfolio Management, Bonds, Market Data, Series 7, Equity Trading, Series 63, Prime Brokerage, Risk Management, ETFs, Series 24, Quantitative Finance, Swaps, Emerging Markets, Credit Derivatives, Interest Rate..., Alternative Investments, FX Options, Middle Office, Currency, Hedging, Investment Management, Structured Products, Commodity, Fund Of Funds, Institutional..., Equity Research

Education
Bucknell University   1972 — 1976
BA, French Lit, English Lit, Music

Susan Simon Susan Simon Greater New York City Area Details
Susan Simon's Kidder Peabody Experience 1993 - 1995
Job Financial Analyst at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission   September 2012 - Present
Self-employed  2009 - Present
State Street Bank  2010 - 2011
Beacon Capital Strategies   2009 - 2010
Cantor Fitzgerald  2002 - 2009
Instinet Corporation  1999 - 2001
Scotia Capital Markets  1995 - 1998
Kidder Peabody   1993 - 1995
Donaldson, Lufkin & Jenrette   1987 - 1993

Skills
Risk Management, Credit Risk, Financial Risk, Credit, Credit Analysis, Investment Banking, Trading, Hedge Funds, Market Risk, Operational Risk, Finance, Auditing, Fixed Income, Capital Markets, Derivatives

Education
Baruch College, City University of New York (CUNY)   1982 — 1984
MBA, Finance

Paula Jones Theus Paula Jones Theus Greater New York City Area Details
Paula Jones Theus's Kidder Peabody Experience July 1988 - October 1994
Job Director, Office of Diversity at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  March 2005 - Present
PricewaterhouseCoopers  March 2005 - December 2011
Barclays Capital  June 2004 - March 2005
NYU Stern School of Business  September 2003 - May 2004
Deloitte Consulting  September 1998 - September 2003
Lehman Brothers  September 1997 - September 1998
Philip Morris  October 1995 - February 1997
Bear Stearns  October 1994 - September 1995
Kidder Peabody   July 1988 - October 1994

Education
Baruch College, City University of New York (CUNY)   1989 — 1994
BBA, Human Resources Management

Stephen Pannunzio Stephen Pannunzio Greater New York City Area Details
Stephen Pannunzio's Kidder Peabody Experience 1993 - 1995
Job Regional Network Planner/Coordinator at Time Warner Cable
Industry Telecommunications
Experience
Costco Wholesale  2014 - 2015
Time Warner Cable  February 2011 - November 2013
Time Warner Cable  February 2007 - 2011
Time Warner Cable  October 2005 - 2007
Bernard Herold and company   2003 - 2005
American Express Financial Advisors  1996 - 2000
Kidder Peabody   1993 - 1995
The Riese Organization  1986 - 1994

Skills
Troubleshooting, Customer Service, Telecommunications, Microsoft Office, Testing, Software Installation, Call Center, VOD, Electronics, Customer Acquisition, Hardware, Media & Entertainment, Billing, Access, Windows, Computer Hardware, Video, Analytics, Call Centers, Telephony, Networking, Broadband, Technical Support, VoIP, Management, T1, Vendor Management, Wireless, Project Planning, IP, Integration, Strategic Partnerships, Product Management, Customer Retention, Customer Experience, Data Center, Team Leadership, Ethernet, Process Improvement, Cross-functional Team..., Managed Services, Direct Sales, IPTV, CRM, Customer Satisfaction, Strategy, Salesforce.com, Program Management, Metro Ethernet, Cable Television

Education
Brooklyn College   1988 — 1989
Mathematics and Computer Science, 3.2

Tracy (Sudo) Buell Tracy (Sudo) Buell Greater New York City Area Details
Tracy (Sudo) Buell's Kidder Peabody Experience 1987 - 1990
Job Financial Services Executive | Transition Management | Global Equity Trading | TCA | CRM | tracybuell@gmail.com
Industry Financial Services
Experience
NYC Department of Education  September 2014 - Present
NYC Teaching Fellows  June 2014 - Present
ConvergEx Group  January 2004 - January 2014
HSBC  January 2001 - November 2003
Zen Guitar, Inc.   1994 - 2001
James Capel Inc. (HSBC)   1990 - 1994
Kidder Peabody   1987 - 1990
First New York Equity   1985 - 1987

Skills
Electronic Trading, Trading Systems, Equity Trading, Securities, Equities, Series 7, Hedge Funds, Trading, Series 63, Bloomberg, Financial Markets, Investment Management, Fixed Income, Cross-border..., Derivatives, Options, Capital Markets, Analytics, FX trading, Global Trade Management, Transition Management, Client Presentation, International..., Trading Strategies, Manage Client..., System Testing, ADRs, FX Hedging, ETFs, Team Management, Written & Oral..., Risk Management, Operational Risk..., Series 24, Microsoft Office, Microsoft Excel, Project Management, Client Education, RFP, CRM, TCA

Education
St. John's University   2014 — 2016
Master's Degree, Special Education and Teaching

American University   1981 — 1985
Bachelor's Degree, Finance, Cum Laude

Anna M. Cinquemani Anna M. Cinquemani Greater New York City Area Details
Anna M. Cinquemani's Kidder Peabody Experience September 1992 - May 1995
Job Artist, Designer, Image Cataloger
Industry Fine Art
Experience
retropage   November 2009 - Present
Bard College  2007 - Present
Anna Cinquemani Fine Art   January 1990 - Present
Columbia County Council on the Arts   September 2003 - June 2007
Five Hand Design   June 1995 - June 2003
Kidder Peabody   September 1992 - May 1995

Skills
Fine Art, Graphic Design, Cataloging, Crafts, Creative Services, Art, Craft, Fine Art Photography, Collage, Drawing, Web Design, Art Education, Art History, Abstraction, Visual Arts, Contemporary Art, Digital Photography, Painting, Curating, Photoshop, Galleries, Printmaking, Museums, Graphics

Education
State University of New York at Binghamton   1984 — 1988
Bachelor of Arts (B.A.), French Language and Literature

Parsons School of Design   1991 — 1992
Continuing Education, Graphic Design (Photoshop and Illustrator)

Fashion Institute of Technology   1989 — 1991
Continuing Education, Drawing, Drafting, Rendering (Interior Design)

Institut d'Etudes politiques de Paris / Sciences Po Paris   1985 — 1986

Université Paris Sorbonne (Paris IV)   1985 — 1986
Inclusive of BA, French Language and Literature

Carl Seligson Carl Seligson New York, New York Details
Carl Seligson's Kidder Peabody Experience 1987 - 1990
Job Chairman of UTILITY FINANCIAL EXPERTS
Industry Utilities
Experience
Utility Financial Experts   2009 - Present
Carnegie Hill Tower   2005 - 2012
GF Energy, LLC   2002 - 2009
Edison Electric Institute  2002 - 2009
energyLeader.com   2000 - 2001
Accenture Inc. / Andersen Consulting LLP   1996 - 2000
Prudential Securities  1994 - 1997
Kidder Peabody   1987 - 1990
Merrill Lynch  1971 - 1987

Skills
Smart Grid, Renewable Energy, Energy Efficiency, Strategic Planning, Management Consulting, Environmental Policy, Mergers, Due Diligence, Mergers & Acquisitions, Energy, Financial Analysis, Energy Policy, Electric Power, Business Development, Program Management, Analysis, Policy Analysis, Financial Modeling, Electricity Markets, Strategy, Power Generation, Natural Gas, Energy Markets, Demand Response, Investments, Finance, Alternative Energy, Commodity Markets, Smart Metering, Solar Energy, Nuclear, Start-ups, Climate Change, Energy Management, Legislation, Policy, Environmental Awareness, Legislative Relations, Management, Public Policy, Risk Management, Photovoltaics, Sustainable Energy, Sustainability, Project Finance, Wind, Economics, Energy Industry, Cleantech, Power Plants

Education
Brown University   1952 — 1956
A.B., Economics

Horace Mann School   1948 — 1952
High School/Secondary Diplomas and Certificates

Timothy Major Timothy Major Greater Chicago Area Details
Timothy Major's Kidder Peabody Experience December 1987 - March 1990
Job CFO at Promus Capital, LLC
Industry Financial Services
Experience
Promus Holdings, LLC   April 2014 - Present
David A. Noyes & Co.   June 2012 - March 2014
Aon McLagan   June 2011 - March 2012
UBS Wealth Management  January 2008 - March 2010
UBS Wealth Management  January 2002 - December 2007
Paine Webber  January 1995 - December 2001
GE Capital  March 1990 - January 1994
Kidder Peabody   December 1987 - March 1990
Kidder Peabody   March 1986 - March 1988
Oppenheimer & Co.   January 1985 - March 1986

Skills
Wealth Management, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Risk Management, Financial Analysis, Portfolio Management

Education
Central Michigan University   1981 — 1983
Accounting, (accounting finance strategy)

Jacquela Leon Jacquela Leon Austin, Texas Area Details
Jacquela Leon's Kidder Peabody Experience March 1987 - March 1995
Job Financial Services Professional
Industry Financial Services
Experience
ING Financial Advisers, LLC  2009 - 2010
Merrill Lynch  February 2004 - October 2008
Merrill Lynch  May 1997 - August 2003
Towers Perrin  January 1996 - May 1997
Kidder Peabody   March 1987 - March 1995

Education
California State University-Long Beach   1976 — 1979
Psychology

Compton Community College   1974 — 1976
General Studies

Benjamin Spang, CFA Benjamin Spang, CFA Greater Boston Area Details
Benjamin Spang, CFA's Kidder Peabody Experience March 1994 - January 1995
Job Institutional RFP Specialist
Industry Investment Management
Experience
TIAA-CREF  October 2011 - Present
Wells Capital Management  September 2006 - October 2011
UBS  July 1995 - April 2006
Kidder Peabody   March 1994 - January 1995
Smith Barney  March 1993 - March 1994

Skills
Fixed Income, Equities, Trading, Proposal Writing, Investments, Portfolio Management, Commodity, Mutual Funds, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Securities, Commercial Real Estate, Financial Analysis, Marketing, Investment Management

Education
Baruch College, City University of New York (CUNY)   1998 — 2002
MBA, Finance and Investments

Boston University   1988 — 1992
BA, Economics

Frank LoFrisco Frank LoFrisco Greater New York City Area Details
Frank LoFrisco's Kidder Peabody Experience June 1990 - March 1995
Job Partner at Muller Road Capital, LP
Industry Financial Services
Experience
Muller Road Capital, LP   January 2015 - Present
445 Salons, LLC   January 2010 - Present
RBS Greenwich Capital  May 2007 - December 2008
Bierstadt Capital, LLC   November 2004 - April 2007
Affordable Residential Communities  June 1999 - November 2004
Lehman Brothers  April 1998 - June 1999
UBS  May 1997 - April 1998
Cowen and Company  March 1996 - May 1997
Paine Webber  March 1995 - March 1996
Kidder Peabody   June 1990 - March 1995

Skills
Real Estate, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Asset Management, Investments, Valuation, Contract Negotiation, Real Estate Development, Leases, Investment Properties, Asset Managment

Education
Boston University Questrom School of Business   1986 — 1990
BSBA, Finance

Deborah Casale Deborah Casale Greater New York City Area Details
Deborah Casale's Kidder Peabody Experience August 1986 - February 1995
Job Lead Programmer Analyst at Cablevision
Industry Telecommunications
Experience
Cablevision  May 1997 - Present
Icon Solutions  February 1995 - May 1997
Kidder Peabody   August 1986 - February 1995

Skills
Java, Hyperion, Oracle, Unix Shell Scripting, Web Applications, SQL, Databases, Software Project...

Education
Adelphi University
Bachelor of Science in Business

William Dennehy II, CFA William Dennehy II, CFA Greater San Diego Area Details
William Dennehy II, CFA's Kidder Peabody Experience 1992 - 1995
Job Sr. Fixed Income Portfolio Manager at Chandler Asset Management
Industry Investment Management
Experience
Chandler Asset Management  March 2011 - Present
Northern Trust Global Investments  2001 - March 2011
Amercan Express Financial Advisors   2000 - 2001
UBS Investment Bank  1995 - 1998
Kidder Peabody   1992 - 1995

Skills
Fixed Income, Portfolio Management, Trading, Investment Advisory, Investments

Education
California State University-Chico   1988 — 1992
BS, Business / Finance

Nick Hathaway Nick Hathaway Greater New York City Area Details
Nick Hathaway's Kidder Peabody Experience 1984 - 1993
Job retailing
Industry Retail
Experience
Sports Equipment   September 2005 - Present
Hathaway Partners LLP   1993 - 2003
Kidder Peabody   1984 - 1993

Skills
Strategic Planning, Social Media, Sales, Microsoft Office, New Business Development, Project Management, Marketing Strategy, Management, Account Management, CRM, Sales Management, Social Media Marketing, Start-ups, Advertising

Education
Babson College   1981 — 1984

Kevin Heller Kevin Heller Greater New York City Area Details
Kevin Heller's Kidder Peabody Experience 1991 - 1995
Job Senior Vice President Marketing at James Alpha Management
Industry Financial Services
Experience
James Alpha Management  June 2015 - Present
Beech Street Advisors   October 2012 - May 2015
Focus Asset Management   April 1998 - September 2012
Oppenheimer & Co.   1997 - 1998
Prudential Securities  1996 - 1997
Kidder Peabody   1991 - 1995

Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory

Education
Baruch College, City University of New York (CUNY)   1996 — 1999
MBA, Finance

University at Albany, SUNY   1986 — 1990
BS, Business Administration

Long Beach High School   1982 — 1986

Richard Waks Richard Waks Greater Los Angeles Area Details
Richard Waks's Kidder Peabody Experience January 1990 - January 1995
Job at B. Riley & Co., LLC
Industry Financial Services
Experience
B. Riley & Co., LLC   January 2011 - Present
Heflin & Co., Llc   April 2007 - December 2010
Imperial Capital  April 2003 - December 2006
J.P. Morgan   January 2000 - January 2003
Schroders  January 1995 - January 2000
Kidder Peabody   January 1990 - January 1995
Bernstein Investment Research and Management  January 1985 - January 1990
Citibank  1983 - 1985
Andersen Consulting  1982 - 1983

Skills
Equities, Series 63, Series 7, Capital Markets, Strategic Planning, Trading, Investments, Equity Trading, Mergers & Acquisitions, Hedge Funds, Corporate Finance, New Business Development, Private Placements, Investment Banking

Education
University of Michigan - Stephen M. Ross School of Business   1980 — 1982
MBA, Statistics/Quant Analysis

University at Albany, SUNY   1977 — 1980
BBA, Management Science

Case Western Reserve University   1976 — 1977
Business

Karen Wendell Karen Wendell Greater New York City Area Details
Karen Wendell's Kidder Peabody Experience 1988 - 1995
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank  2005 - Present
Lehman Brothers  1997 - 2005
Barclays Bank PLC  October 1995 - March 1997
Kidder Peabody   1988 - 1995
Shearson Lehman Hutton  1985 - 1988

Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income

Education
Boston University School of Law
Juris Doctor

Smith College
Bachelors, American Studies

Darren Becraft Darren Becraft Phoenix, Arizona Area Details
Darren Becraft's Kidder Peabody Experience 1987 - 1990
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo  May 2006 - Present
Wells Fargo Bank  2006 - Present
General Electric  May 1996 - May 2006
Kidder Peabody   1987 - 1990

Skills
Credit, Commercial Lending, Business Development, Finance, Small Business Lending, Banking, Commercial Banking, Loans, Credit Analysis, Portfolio Management, Cash Management, Executive Management, Due Diligence, Mergers & Acquisitions

Education
San Francisco State University   1985 — 1987

California State University-Sacramento   1982 — 1985
BA, Clinical Psychology

Hoi Wan Louis Hoi Wan Louis Greater New York City Area Details
Hoi Wan Louis's Kidder Peabody Experience 1992 - 1994
Job FIX Analyst / Business Analyst / Project Manager
Industry Information Technology and Services
Experience
Jointech Software (Shenzhen) Co., Ltd.   November 2012 - March 2013
UBS Wealth Management  November 2012 - March 2013
UBS Wealth Management  2006 - 2011
Bear Stearns  1996 - 2006
GRUNTAL, INC.   1996 - 1996
Seer Technologies, Inc  1988 - 1996
Kidder Peabody   1992 - 1994
Credit Suisse First Boston  1985 - 1988
Merrill Lynch  1981 - 1985

Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse

Education
New York University School of Continuing and Professional Studies   2011 — 2012
Project Management, Java, Web tools

New York University School of Continuing and Professional Studies   2006 — 2007
Java

City University of New York-Brooklyn College   1978 — 1981
Computer Science

Kingsborough Community College   1973 — 1978
AS, Computer Science

City University of New York-Hunter College
Computer Science

Leo Fochtman Leo Fochtman Greater Boston Area Details
Leo Fochtman's Kidder Peabody Experience 1987 - 1994
Job Managing Director at Robeco Investment Management
Industry Investment Management
Experience
Robeco Investment Management  2004 - Present
State Street Research & Management  1996 - 2004
Kidder Peabody   1987 - 1994
IBM  1985 - 1987

Education
Boston College - Carroll School of Management   2002 — 2004
Master of Science (MS), Finance, General

Pace University   1985 — 1987
Bachelor of Science (BS), Computer Science

Henry Balke Henry Balke Greater New York City Area Details
Henry Balke's Kidder Peabody Experience 1979 - 1980
Job application developer at Guardian Life Insurance
Industry Insurance
Experience
Guardian Life Insurance  ProgrammerMerrill Lynch1997 - 1999
Depository Trust Company  1994 - 1997
Spear Leeds & Kellogg  1993 - 1994
Met Life  1989 - 1993
Goldstein Golub Kessler  1979 - 1982
Kidder Peabody   1979 - 1980
Ernst and Ernst   1978 - 1979

Education
Queens College   1975 — 1977
english

Berea College   1971 — 1972

hasib lallmohamed hasib lallmohamed Greater New York City Area Details
hasib lallmohamed's Kidder Peabody Experience 1985 - 1995
Job Associate at Societe Generale
Industry Banking
Experience
Societe Generale  ManagerGruntal & Co1996 - 1997
Kidder Peabody   1985 - 1995

Education
Baruch College
BBA

Joanne Jaffin Mason Joanne Jaffin Mason Greater New York City Area Details
Joanne Jaffin Mason's Kidder Peabody Experience 1993 - 1994
Job Director of Marketing at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management  1995 - Present
Third Avenue Management  1995 - Present
Kidder Peabody   1993 - 1994
Dean Witter  1989 - 1993
E.F. Hutton   1983 - 1989

Skills
Investments, Asset Managment, Customer Service, Alternative Investments, Mutual Funds, Hedge Funds, Investment Management, Marketing, Equities, Portfolio Management, Investor Relations, Asset Management, Asset Allocation, Institutional..., Series 7, Securities

Education
New York University - Leonard N. Stern School of Business   1990 — 1994
MBA, Finance

Brown University   1979 — 1983
BA, Economics

Troy Miksen Troy Miksen Greater Boston Area Details
Troy Miksen's Kidder Peabody Experience 1984 - 1990
Job Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 1991 - Present
Kidder Peabody   1984 - 1990

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1991
MBA, Finance

Dartmouth College   1981 — 1985
BA, Economics

Steve Latoni Steve Latoni Charlotte, North Carolina Area Details
Steve Latoni's Kidder Peabody Experience 1987 - 1995
Job Development Manager
Industry Financial Services
Experience
TIAA-CREF  April 2008 - Present
ADP  2001 - 2004
Banc of America Securities  1996 - 2000
Bank of America  1996 - 2000
Bank Of America Securities, LLc  1996 - 2000
Smith Barney  1995 - 1996
Kidder Peabody   1987 - 1995

Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Asset Managment, Software Project..., Requirements Analysis, Business Process..., Informatica, SharePoint, Process Improvement, ETL, Project Management, Integration, Project Portfolio..., Asset Management

Education
St. John's University, The Peter J. Tobin College of Business   1983 — 1987
MBA, Finance

Baruch College, City University of New York (CUNY)   1975 — 1979
BBA, Marketing

Montanile Carmela (75K077) Montanile Carmela (75K077) Greater New York City Area Details
Montanile Carmela (75K077)'s Kidder Peabody Experience 1980 - 1984
Job Assistant Principal at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education  April 2002 - Present
Kidder Peabody   1980 - 1984

Skills
Differentiated..., K-12, Educational Leadership, Special Education, Classroom Management, Literacy, Lesson Planning, Classroom, Curriculum Development, Elementary Education, Curriculum Design, Teacher Training

Education
Brooklyn College   1984 — 1988
MS, Special Education

Pace University   1980 — 1984
BS, Education

Tim Sennatt Tim Sennatt Greater New York City Area Details
Tim Sennatt's Kidder Peabody Experience 1981 - 1994
Job Former Fin Services Executive
Industry Financial Services
Experience
UBS Wealth Management  2000 - 2005
PaineWebber  1994 - 2000
Kidder Peabody   1981 - 1994

Education
California State University-Long Beach   1967 — 1972
Bachelor of Science, Finance

Marc Silverman Marc Silverman United States Details
Marc Silverman's Kidder Peabody Experience 1994 - 1995
Job Managing Director and Regional Treasurer Americas at UBS
Industry
Experience
UBS  2007 - October 2014
Lehman Brothers  1997 - 1999
Kidder Peabody   1994 - 1995
J.P. Morgan   1984 - 1994

Skills
Management, Investment Banking, Equities, Treasury Management, Fixed Income, Capital Markets, Derivatives, Financial Modeling, Financial Markets, Valuation, Corporate Finance

Education
Carnegie Mellon University - Tepper School of Business   1980 — 1982
Master of Business Administration (MBA)

Colorado College   1974 — 1978
Bachelor of Arts (BA)

Catherine Mahoney Catherine Mahoney Greater New York City Area Details
Catherine Mahoney's Kidder Peabody Experience 1985 - 1994
Job Risk Management Consultant at Sinclair Risk & Financial Management
Industry Financial Services
Experience
Sinclair Risk & Financial Management  August 2013 - Present
Personal Risk Management Solutions  September 2011 - August 2013
Kidder Peabody   1985 - 1994
Morgan Stranley   May 1984 - August 1985
Bear Stearns  1981 - 1984

Skills
Risk Management, Financial Analysis, Options, Investments, Insurance, Sales, Equities, Asset Managment, Portfolio Management, Leadership, Property & Casualty..., Contract Negotiation, Strategic Planning, Business Strategy, Customer Service, Due Diligence, Team Building, Negotiation, Financial Risk, Series 7, Finance, Real Estate

Education
New York University - Leonard N. Stern School of Business   1985 — 1986

Boston College   1978 — 1981
BS, Finance

Nancy Laird Nancy Laird Greater New York City Area Details
Nancy Laird's Kidder Peabody Experience June 1982 - August 1990
Job Chairman New Jersey Restaurant Association
Industry Food & Beverages
Experience
New Jersey Restaurant Association  2008 - Present
Restaurant Serenade  October 1996 - Present
Kidder Peabody   June 1982 - August 1990

Skills
Culinary Skills, Food

Education
Culinary Institute of America   1993 — 1995
Associate of Arts (A.A.), Culinary Arts/Chef Training

Columbia University in the City of New York   1977 — 1979
MLS, Library Science

Boston College   1973 — 1977
BA, English Lit/ Economics

Paul Sibbersen Paul Sibbersen Bayonne, New Jersey Details
Paul Sibbersen's Kidder Peabody Experience 1991 - 1994
Job Life Insurance Agent at American Income Life (AIL)
Industry Insurance
Experience
American Income Life (AIL)   January 2015 - Present
Williams Lea  July 2014 - October 2014
Refining skills and exploring oportunities   2012 - 2014
Credit Suisse  2005 - December 2011
Credit Suisse  2001 - 2005
Credit Suisse  1998 - 2001
Credit Suisse  1994 - 1998
Kidder Peabody   1991 - 1994

Skills
Strategic Leadership, Change Management, Business Analysis, Global Team Building..., Global Project Delivery, Expense Management..., Market Data, Business Continuity..., Operations Management, Resource Management, Vendor Management, Contract Negotiation, Staff Management, Offshore Deployment, Nearshore Deployment, Outsourcing, Right Sizing, Nearshore, Program Management, Business Development, Merger Integration, Analysis, Project Management, Management, Strategy, Leadership, Global Delivery, Investment Banking, Integration, Banking

Education
Bowling Green State University
Bachelor of Music (cum laude), Music History

Ecole des Arts Americaines, Fontainebleau, France
Music

Joseph Schell Joseph Schell Naples, Florida Area Details
Joseph Schell's Kidder Peabody Experience July 1973 - May 1985
Job
Industry Nonprofit Organization Management
Experience
Merrill Lynch  January 2000 - January 2002
Montgomery Securities  1985 - 1999
Kidder Peabody   July 1973 - May 1985

Skills
Mergers, Fundraising, Investments, Entrepreneurship, Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Strategic Planning, Strategy, Business Strategy

Education
Harvard Business School   1971 — 1973
Master of Business Administration (MBA)

Amherst College   1965 — 1968
Bachelor of Arts (BA), Economics, squeaked thru

Tatnall School   1958 — 1964
High School diploma

David S. Ramirez David S. Ramirez Greater New York City Area Details
David S. Ramirez's Kidder Peabody Experience April 1992 - January 1995
Job Senior Vice President at Merrill Lynch Wealth Management, CRPC®
Industry Financial Services
Experience
Merrill Lynch Wealth Management  February 2011 - Present
UBS Wealth Management  July 2000 - February 2011
Paine Webber  January 1995 - July 2000
Kidder Peabody   April 1992 - January 1995
Ramirez & Co.   May 1988 - April 1992

Skills
Wealth Management, Portfolio Management, Estate Planning, Retirement Planning, Fixed Income, Alternative Investments, Asset Allocation, Series 7, Series 63, Mutual Funds, Bonds, Securities, Equities, Hedge Funds, Investment Strategies, ETFs, Investments

Education
Boston College   1984 — 1988
BA

Boston College - Carroll School of Management   1984 — 1988
BA

Don Bosco   1980 — 1984

Brian Dowling Brian Dowling Greater New York City Area Details
Brian Dowling's Kidder Peabody Experience May 1994 - February 1995
Job real estate agent at Century 21 AA
Industry Real Estate
Experience
Century 21 AA  January 2010 - Present
Archer Daniels Midland Investor Services   January 2007 - March 2009
MK Brokerage   March 2005 - December 2006
United Energy  November 1998 - March 2005
Horizon Commodities   March 1995 - October 1998
Kidder Peabody   May 1994 - February 1995
Horizon Commodities   November 1991 - May 1994
Goldman Sachs  October 1984 - November 1991
Paine Webber  June 1980 - October 1984

Skills
Hedging, Negotiation, Investment Properties, Real Estate, Residential Homes, NYMEX, First Time Home Buyers, Single Family Homes, Relocation, Commodity Markets, Short Sales, Foreclosures, Equity Trading, FHA, Asset Management, Commercial Real Estate, Selling, SFR, Relocation Buyers, e-PRO, Proprietary Trading, Condos, Seniors, Waterfront, Trading Strategies, Alternative Investments, Portfolio Management, Equity Derivatives, Buyer Representation, Real Estate Financing, Commodity, ABR, Brokerage, Move Up Buyers, New Homes, Electronic Trading, Options, Investors, Sellers, Sales, Investments, FINRA, Currency, FX trading, Technical Analysis, Move-Up Home, Downsizers, Trading Systems, Residential Income, ABR Accredited Buyer...

Education
City University of New York-Herbert H. Lehman College   1975 — 1980
Political Science and Government

Joe Majdalani Joe Majdalani United States Details
Joe Majdalani's Kidder Peabody Experience 1984 - 1990
Job Vice President, Senior Financial Advisor at Merrill Lynch
Industry
Experience
Merrill Lynch  2009 - Present
UBS  1990 - 2009
Kidder Peabody   1984 - 1990

Skills
Finance, Public Speaking

Education
Bowling Green State University   1983 — 1984
Master of Business Administration (M.B.A.)

Bowling Green State University   1979 — 1983
Bachelor's Degree, Marketing

Daphne Laino Daphne Laino Melbourne, Florida Area Details
Daphne Laino's Kidder Peabody Experience April 1985 - 1987
Job Cruise/Travel Consultant at Travel Cruise Connections
Industry Leisure, Travel & Tourism
Experience
Travel Cruise Connections/Cruise Bargains.com   2001 - Present
Self-Employed  1987 - 1989
Kidder Peabody   April 1985 - 1987
Bear Stearns  1983 - 1985

Skills
Microsoft Office, Event Management, Marketing Strategy, Tourism

Education
Bucknell University   1979 — 1983
Bachelor of Arts (BA), Mathematics and Economics, 3.43

Teresa Doyle Teresa Doyle Greater New York City Area Details
Teresa Doyle's Kidder Peabody Experience October 1988 - March 1995
Job Assistant Controller at Colgate Scaffolding
Industry Accounting
Experience
Colgate Scaffolding   February 2011 - Present
Cofire Paving Corp.   March 1995 - June 2009
Kidder Peabody   October 1988 - March 1995

Skills
Timberline Accounting, Great Plains Software, Microsoft Excel, Microsoft Office, IT Solutions, Windows Movie Maker, Outlook, Event Photography, Digital Photography, Accounts Receivable, Accounts Payable, Sage, Budgets, Project Accounting, Supervisory Skills, Account Reconciliation, Invoicing, Administration, Payroll Taxes, General Ledger, Accruals, Business Analysis, Depreciation, Mas 90, Variance Analysis, Analysis, Sales Tax, Cost Accounting, Monthly Close, Job Costing, Consolidation, Journal Entries, Management, Microsoft Word, Auditing, Fixed Assets, Financial Accounting, Peachtree, GAAP, QuickBooks, Payroll, Year-end Close, Financial Reporting, Cash Flow, Cash Flow Forecasting, Accounting

Education
Brooklyn College

S Lane Genatowski S Lane Genatowski Houston, Texas Details
S Lane Genatowski's Kidder Peabody Experience April 1981 - 1991
Job Dividend Income Advsors, LLC
Industry Investment Management
Experience
Dividend Income Advsors, LLC   December 2012 - Present
Wells Fargo Securities  June 2003 - October 2012
Banc of America Securities  September 2000 - September 2002
J P Morgan  April 1991 - September 2000
Kidder Peabody   April 1981 - 1991

Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management

Education
Fordham University School of Law   1973 — 1976
JD, Law

City University of New York-Hunter College   1969 — 1973
AB, Economics, Dean's List

Mary Jo Dazzo Mary Jo Dazzo Greater New York City Area Details
Mary Jo Dazzo's Kidder Peabody Experience 1987 - 1995
Job Independent Consultant at M. Dazzo Consulting, LLC
Industry Information Technology and Services
Experience
M. Dazzo Consulting, LLC   September 2012 - Present
Westfield Area Y  2003 - Present
The Education Fund of Westfield, Inc.   2003 - Present
CompuChild, Inc.   December 2011 - June 2013
Paine Webber  1995 - 2000
Kidder Peabody   1987 - 1995

Skills
Fixed Income, Capital Markets, Business Analysis, Investments, Trading, SDLC, Trading Systems, Portfolio Management, Risk Management, Equity Trading, Financial Services, Project Management

Education
Seton Hall University   1989 — 1992
MBA, Finance

State University of New York at Binghamton   1982 — 1986
BS, Mathematics and Computer Science

Robert Pangia Robert Pangia New York, New York Details
Robert Pangia's Kidder Peabody Experience 1977 - 1986
Job CEO at Ivy Sports Medicine LLC
Industry Health, Wellness and Fitness
Experience
Ivy Sports Medicine LLC   June 2011 - Present
Ivy Capital Partners   2002 - Present
PaineWebber Inc  1987 - 1997
Kidder Peabody   1977 - 1986

Education
Columbia University - Columbia Business School   1975 — 1977
MBA, Finance

Brown University   1969 — 1973
BA, Economics

Dorothy Taormina Dorothy Taormina East Brunswick, New Jersey Details
Dorothy Taormina's Kidder Peabody Experience November 1993 - January 1995
Job Supervisor at J. Knipper
Industry Pharmaceuticals
Experience
J. Knipper & Company   April 2013 - Present
inVentiv Health  September 2009 - April 2013
ConsultDom IT Services, Inc.   May 2006 - May 2009
Bankers Trust  September 1995 - September 1999
Kidder Peabody   November 1993 - January 1995

Skills
Account Reconciliation, Financial Reporting, Auditing, Ad Hoc Reporting, Data Analysis, Accounting, Variance Analysis, Data Management, PDMA, HIPAA, Pharma, Customer Service, Process Improvement, Sample Management, Finance, Microsoft Office, Pharmaceutical Industry, Leadership

Education
City University of New York-College of Staten Island   1986 — 1991
Bachelor of Science (BS), Business Administration and Management

Douglas Charchenko Douglas Charchenko Greater Los Angeles Area Details
Douglas Charchenko's Kidder Peabody Experience 1993 - 1995
Job Senior Vice President at Montague DeRose and Associates, LLC
Industry Investment Banking
Experience
Montague DeRose and Associates, LLC   February 2012 - Present
Wedbush Securities  June 2004 - January 2012
RBC Capital Markets  2001 - 2004
Sutro and Co.   1995 - 2001
Kidder Peabody   1993 - 1995
Prudential Securities  1987 - 1993
Shearson Lehman Brothers  1983 - 1987
Various California cities   1970 - 1982

Skills
Financial Analysis, Strategic Financial..., Port, Airport and..., General Government..., Finance, Public Finance

Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)

California State University-Long Beach
Master of Public Administration (MPA)

Kathleen Goor Kathleen Goor Minneapolis, Minnesota Details
Kathleen Goor's Kidder Peabody Experience October 1984 - November 1987
Job Owner
Industry Consumer Services
Experience
Kathleen's Learn & Play   January 1997 - Present
Dean Witter Reynolds, Inc.   November 1987 - December 1996
Kidder Peabody   October 1984 - November 1987
E. F. Hutton   June 1981 - September 1984

Education
Augsburg College   1979 — 1981
Communication and Media Studies

Golden Valley Lutheran College   1977 — 1979
Associate of Arts (A.A.), Music

Chris Crosby Chris Crosby Barrington, Rhode Island Details
Chris Crosby's Kidder Peabody Experience 1993 - 1994
Job Managing Director at Nautic Partners
Industry Venture Capital & Private Equity
Experience
Nautic Partners  February 2001 - Present
McCown DeLeeuw & Co.   June 1998 - December 2000
Indosuez Capital  September 1994 - July 1996
Kidder Peabody   1993 - 1994

Education
Harvard Business School   1997 — 1998
Master of Business Administration (MBA)

Boston College   1989 — 1993
Bachelor of Science (BS), Finance

Bill Vanech Bill Vanech Providence, Rhode Island Details
Bill Vanech's Kidder Peabody Experience April 1984 - November 1993
Job Executive Director Investments The Vanech Group of Oppenheimer & Co. Inc.
Industry Financial Services
Experience
The Vanech Group of Oppenheimer & Co. Inc.   August 2010 - Present
Morgan Stanley  August 1999 - August 2010
Cowen and Company  November 1993 - August 1999
Kidder Peabody   April 1984 - November 1993

Skills
Investment Strategies, Asset Allocation, Financial Advisory, Fixed Income Strategies, Securities, Wealth Management...

Education
Alfred University
BA

New York University
Completed PhD Studies, A.B.D.

New York University
MA

Stefanie O'Keefe Stefanie O'Keefe Wilton, Connecticut Details
Stefanie O'Keefe's Kidder Peabody Experience April 1972 - March 1976
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  1976 - 1980
Kidder Peabody   April 1972 - March 1976
Bankers Trust  1976 - 1976

Education
Baruch College   1973 — 1977
Accounting and Finance

University of Illinois at Chicago   1968 — 1970
Bachelor's degree, English

Hofstra University   1966 — 1968

Lance Gilliland Lance Gilliland Houston, Texas Details
Lance Gilliland's Kidder Peabody Experience July 1989 - June 1991
Job
Industry Oil & Energy
Experience
Tudor, Pickering, Holt & Co.   June 2007 - Present
Endeavour International Corporation  September 2005 - June 2007
Goldman Sachs  August 1993 - April 2005
The First Boston Corporation  May 1992 - August 1992
Kidder Peabody   July 1989 - June 1991

Education
The University of Texas at Austin   1991 — 1993
Master of Business Administration (MBA)

Baylor University   1985 — 1989
Bachelor of Business Administration (BBA)

Regina Brady Regina Brady New York, New York Details
Regina Brady's Kidder Peabody Experience September 1982 - June 1987
Job Executive Assistant at Barclays
Industry Financial Services
Experience
Barclays  July 1987 - Present
Kidder Peabody   September 1982 - June 1987

Education
Adelphi University   1975 — 1978
Bachelor's degree, Marketing

Kenneth Werner Kenneth Werner Merrick, New York Details
Kenneth Werner's Kidder Peabody Experience January 1989 - April 1991
Job Senior Vice President at Lazard Capital Markets
Industry Investment Banking
Experience
Lazard Capital Markets  January 2005 - Present
Lazard Capital Markets  January 2001 - December 2004
Lazard Capital Markets  January 1997 - December 2000
Broadridge Financial Solutions  February 1996 - December 1996
Smith New Court  April 1991 - February 1996
Kidder Peabody   January 1989 - April 1991

Skills
Brokerage Operations..., Project Management, Business Continuity..., Risk Management, Prime Brokerage, Trading System..., Client Support, Team Leadership, Information Management, Relationship Building, Trade Balancing and..., Staff Recruitment and..., New Business Set-up, Asset Management, Capital Markets, Fixed Income, Trading Systems, Equities, Back Office, Trading, Valuation, Investments, Finance, Financial Services, Derivatives, Investment Banking

Education
Baruch College, City University of New York (CUNY)

Select page

1 2 3 4 5 6


Similar Companies