Kidder Peabody
Industry: Investment banking company
DescriptionKidder, 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
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Kidder Peabody Employees
Employee
Years
Job
Industry
Jason Griffith Jason Griffith's Kidder Peabody Experience 1992 - 1994
Job Senior Consultant at Tiger Bay Advisors, LLC
Industry Financial Services
Experience
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
Janet Christofano Janet Christofano's Kidder Peabody Experience June 1986 - January 1995
Job CFO Money.Net Incorporated
Industry Information Technology and Services
Experience
Money.net Incorporated September 1999 - Present
Lasso Ltd. February 1995 - August 1999
Kidder Peabody June 1986 - January 1995
Education
Connecticut College 1982 — 1986
BA, Economics
Money.net Incorporated September 1999 - Present
Lasso Ltd. February 1995 - August 1999
Kidder Peabody June 1986 - January 1995
Education
Connecticut College 1982 — 1986
BA, Economics
David Bier David Bier's Kidder Peabody Experience July 1994 - February 1995
Job Founder & CEO NiceSaveDave.com
Industry Internet
Experience
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Joseph Lupica Joseph Lupica's Kidder Peabody Experience 1988 - 1994
Job Chairman at Newpoint Healthcare Advisors
Industry Investment Banking
Experience
Newpoint Healthcare Advisors January 2012 - Present
Stroudwater Capital 2004 - January 2012
Comann & Montague 2000 - 2004
Kidder Peabody 1988 - 1994
Goldman Sachs 1987 - 1988
Pepe & Hazard LLP 1983 - 1987
The White House 1983 - 1984
Skills
Mergers, Strategic Planning, Healthcare, Private Equity, Venture Capital, Due Diligence, Joint Ventures, Corporate Finance, Business Strategy, Start-ups, Executive Management, Contract Negotiation, Hospitals, Restructuring, Corporate Development, Public Speaking, Corporate Governance, Business Planning, Management Consulting, Change Management, Mergers & Acquisitions, Finance, Strategy, Valuation, Business Development, Entrepreneurship, Physicians, Healthcare Consulting, Investment Banking, Management, M&A experience, Acquisitions, Performance Improvement, IPO, Acquisition Integration, Divestitures, Private Placements, Strategic Consulting, Turn Around Management, Capital, Leveraged Finance, Angel Investing, Financial Structuring, Health Policy, Business Valuation, Healthcare Industry, Revenue Cycle
Education
Cornell Law School 1976 — 1979
JD, Law
Cornell University 1972 — 1979
BA, Gov't and Urban Studies '76
Newpoint Healthcare Advisors January 2012 - Present
Stroudwater Capital 2004 - January 2012
Comann & Montague 2000 - 2004
Kidder Peabody 1988 - 1994
Goldman Sachs 1987 - 1988
Pepe & Hazard LLP 1983 - 1987
The White House 1983 - 1984
Skills
Mergers, Strategic Planning, Healthcare, Private Equity, Venture Capital, Due Diligence, Joint Ventures, Corporate Finance, Business Strategy, Start-ups, Executive Management, Contract Negotiation, Hospitals, Restructuring, Corporate Development, Public Speaking, Corporate Governance, Business Planning, Management Consulting, Change Management, Mergers & Acquisitions, Finance, Strategy, Valuation, Business Development, Entrepreneurship, Physicians, Healthcare Consulting, Investment Banking, Management, M&A experience, Acquisitions, Performance Improvement, IPO, Acquisition Integration, Divestitures, Private Placements, Strategic Consulting, Turn Around Management, Capital, Leveraged Finance, Angel Investing, Financial Structuring, Health Policy, Business Valuation, Healthcare Industry, Revenue Cycle
Education
Cornell Law School 1976 — 1979
JD, Law
Cornell University 1972 — 1979
BA, Gov't and Urban Studies '76
Maureen Napolitano Maureen Napolitano's Kidder Peabody Experience August 1992 - December 1994
Job Accountant at United Congregational Church Norma Pfriem Urban Outreach
Industry Accounting
Experience
United Congregational Church/ Norma Pfriem Urban Outreach Inc. September 2013 - Present
Automatic Rain April 2013 - October 2013
Nomura Securities December 1994 - August 1996
Kidder Peabody August 1992 - December 1994
Deloitte 1989 - 1992
Skills
Onboarding, Strategic Planning, US GAAP, Research, Business Planning, Accounting, Talent Acquisition, Asset Management, Mergers & Acquisitions, Financial Statements, Auditing, Investments, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Business
Fordham University 1985 — 1989
BS, Accounting
Fordham University 1985 — 1989
BS, Accounting
United Congregational Church/ Norma Pfriem Urban Outreach Inc. September 2013 - Present
Automatic Rain April 2013 - October 2013
Nomura Securities December 1994 - August 1996
Kidder Peabody August 1992 - December 1994
Deloitte 1989 - 1992
Skills
Onboarding, Strategic Planning, US GAAP, Research, Business Planning, Accounting, Talent Acquisition, Asset Management, Mergers & Acquisitions, Financial Statements, Auditing, Investments, Sarbanes-Oxley Act, Financial Modeling, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Business
Fordham University 1985 — 1989
BS, Accounting
Fordham University 1985 — 1989
BS, Accounting
David Reiser David Reiser's Kidder Peabody Experience 1986 - 1994
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Owen Dugan Owen Dugan's Kidder Peabody Experience 1985 - 1995
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. September 2012 - Present
Morgan Stanley Smith Barney July 1995 - September 2012
Kidder Peabody 1985 - 1995
Education
College of the Holy Cross 1979 — 1983
BA, English
St. Sebastian's 1973 — 1979
UBS Financial Services Inc. September 2012 - Present
Morgan Stanley Smith Barney July 1995 - September 2012
Kidder Peabody 1985 - 1995
Education
College of the Holy Cross 1979 — 1983
BA, English
St. Sebastian's 1973 — 1979
Bridget Addis Bridget Addis's Kidder Peabody Experience 1987 - 1992
Job Compliance and Third Party Management at Hiperos
Industry Computer Software
Experience
Hiperos, The leader in 3PM August 2014 - Present
IBM March 2011 - July 2014
IBM 2008 - 2011
Telelogic North America 1998 - July 2008
Marconi Systems Technologies 1992 - 1998
Kidder Peabody 1987 - 1992
Skills
Sales, Salesforce.com, Enterprise Architecture, Solution Selling, SaaS, Cloud Computing, Enterprise Software, Product Management, Agile Methodologies, Business Intelligence, Professional Services, CRM, Program Management, Integration, Requirements Analysis, B2B
Education
Dean College 1985 — 1987
Associate's degree, Business/Commerce, General
St Agnes Cathedral
Hiperos, The leader in 3PM August 2014 - Present
IBM March 2011 - July 2014
IBM 2008 - 2011
Telelogic North America 1998 - July 2008
Marconi Systems Technologies 1992 - 1998
Kidder Peabody 1987 - 1992
Skills
Sales, Salesforce.com, Enterprise Architecture, Solution Selling, SaaS, Cloud Computing, Enterprise Software, Product Management, Agile Methodologies, Business Intelligence, Professional Services, CRM, Program Management, Integration, Requirements Analysis, B2B
Education
Dean College 1985 — 1987
Associate's degree, Business/Commerce, General
St Agnes Cathedral
Cory Henkel Cory Henkel's Kidder Peabody Experience June 1977 - March 1987
Job Administrator at Weill Cornell Medical College
Industry Research
Experience
Weill Cornell Medical College October 2014 - Present
National Organization on Disability September 2012 - October 2014
Mount Sinai School of Medicine January 2010 - September 2012
Weill Cornell Medical College 2007 - 2009
Rett Syndrome Research Foundation 1999 - 2009
Mortgage Bankers Financial Corporation September 1987 - December 1989
Kidder Peabody June 1977 - March 1987
Skills
Valuation, Portfolio Management, Non-profits, Healthcare Management, Entrepreneurship, Start-ups, Nonprofits, Strategic Planning, Coaching, Organizational..., Fundraising, Management, Human Resources, Research, Budgets, Strategy, Public Speaking
Education
Duke University - The Fuqua School of Business
MHA
Yale University
BA
Weill Cornell Medical College October 2014 - Present
National Organization on Disability September 2012 - October 2014
Mount Sinai School of Medicine January 2010 - September 2012
Weill Cornell Medical College 2007 - 2009
Rett Syndrome Research Foundation 1999 - 2009
Mortgage Bankers Financial Corporation September 1987 - December 1989
Kidder Peabody June 1977 - March 1987
Skills
Valuation, Portfolio Management, Non-profits, Healthcare Management, Entrepreneurship, Start-ups, Nonprofits, Strategic Planning, Coaching, Organizational..., Fundraising, Management, Human Resources, Research, Budgets, Strategy, Public Speaking
Education
Duke University - The Fuqua School of Business
MHA
Yale University
BA
Jean Augustin Jean Augustin's Kidder Peabody Experience January 1987 - June 1988
Job Oracle EPM Practice Director at Rolta International
Industry Management Consulting
Experience
Moody's Corporation March 2014 - December 2014
Wipro Consulting March 2012 - February 2014
Computer Sciences Corporation July 2010 - March 2012
CapGemini America Consulting October 1999 - June 2010
PriceWaterhouseCoopers Consulting July 1996 - October 1999
Deloitte & Touche Consulting Group February 1994 - July 1996
Amdahl Corporation June 1988 - February 1994
Kidder Peabody January 1987 - June 1988
IBM Corporation July 1984 - January 1987
Skills
PMO, Business Intelligence, Program Management, Data Center, Business Process, Training, Testing, Analysis, Management, Project Management, Strategy, Professional Services, Outsourcing, Information Technology, Consulting, Business Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1988 — 1990
Master of Science, Computer Science
Columbia Engineering
MS, Computer Science
Pace University
B.B.A, Management Information Systems
Pace University
A.A.S, Accounting
Moody's Corporation March 2014 - December 2014
Wipro Consulting March 2012 - February 2014
Computer Sciences Corporation July 2010 - March 2012
CapGemini America Consulting October 1999 - June 2010
PriceWaterhouseCoopers Consulting July 1996 - October 1999
Deloitte & Touche Consulting Group February 1994 - July 1996
Amdahl Corporation June 1988 - February 1994
Kidder Peabody January 1987 - June 1988
IBM Corporation July 1984 - January 1987
Skills
PMO, Business Intelligence, Program Management, Data Center, Business Process, Training, Testing, Analysis, Management, Project Management, Strategy, Professional Services, Outsourcing, Information Technology, Consulting, Business Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1988 — 1990
Master of Science, Computer Science
Columbia Engineering
MS, Computer Science
Pace University
B.B.A, Management Information Systems
Pace University
A.A.S, Accounting
Dolores Antonetz Dolores Antonetz's Kidder Peabody Experience 1986 - 1988
Job Librarian at Lewisboro Library
Industry Libraries
Experience
Lewisboro Library January 2005 - Present
Kidder Peabody 1986 - 1988
Lehman Brothers 1984 - 1986
Morgan Stanley 1980 - 1983
Skills
Library Instruction, Library Science, Information Literacy, Collection Development, Virtual Reference, Library, Librarians, Digital Libraries, Academic Libraries
Education
Columbia University in the City of New York 1980 — 1983
Master of Science, Library Science
SUNY New Paltz 1975 — 1979
Bachelor of Arts (B.A.), Sociology and Anthropology
Lewisboro Library January 2005 - Present
Kidder Peabody 1986 - 1988
Lehman Brothers 1984 - 1986
Morgan Stanley 1980 - 1983
Skills
Library Instruction, Library Science, Information Literacy, Collection Development, Virtual Reference, Library, Librarians, Digital Libraries, Academic Libraries
Education
Columbia University in the City of New York 1980 — 1983
Master of Science, Library Science
SUNY New Paltz 1975 — 1979
Bachelor of Arts (B.A.), Sociology and Anthropology
Lynn Depippo Lynn Depippo's Kidder Peabody Experience 1993 - 1994
Job Owner, Sherbrook Capital Management, LLC
Industry Investment Management
Experience
Sherbrook Capital Management, LLC 2000 - Present
Citigroup 1999 - 2000
The Kaufmann Fund 1993 - 1999
Kidder Peabody 1993 - 1994
Merck & Co 1987 - 1990
Skills
Start-ups, Strategy, Portfolio Management, Private Equity, Financial Analysis, Equities, Mergers, Venture Capital, Business Development, Finance, Competitive Analysis, Entrepreneurship, Investments, Due Diligence, New Business Development, Valuation, Market Analysis, Executive Management, Corporate Finance, Sales, Strategic Partnerships, Financial Services, Mergers & Acquisitions, Business Strategy, Market Research, Asset Management, Financial Modeling, Management Consulting, Strategic Planning, Business Planning, Corporate Development
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance and Marketing
Sherbrook Capital Management, LLC 2000 - Present
Citigroup 1999 - 2000
The Kaufmann Fund 1993 - 1999
Kidder Peabody 1993 - 1994
Merck & Co 1987 - 1990
Skills
Start-ups, Strategy, Portfolio Management, Private Equity, Financial Analysis, Equities, Mergers, Venture Capital, Business Development, Finance, Competitive Analysis, Entrepreneurship, Investments, Due Diligence, New Business Development, Valuation, Market Analysis, Executive Management, Corporate Finance, Sales, Strategic Partnerships, Financial Services, Mergers & Acquisitions, Business Strategy, Market Research, Asset Management, Financial Modeling, Management Consulting, Strategic Planning, Business Planning, Corporate Development
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance and Marketing
Sean Shevlin Sean Shevlin's Kidder Peabody Experience October 1989 - January 1995
Job Application Architect at BNY Mellon
Industry Information Services
Experience
BNY Mellon July 2013 - Present
BNY Mellon (1995 - 2012) January 1995 - May 2012
Kidder Peabody October 1989 - January 1995
JPMorgan Chase May 1985 - December 1988
Skills
Informatica, Shell Scripting, SAS programming, Microsoft SQL Server, DB2, SQL, Oracle 9i, Oracle PL/SQL..., Toad for Oracle, Java, Perl, COBOLII, Visio, Agile Methodologies, cmmi, Scrum, Harvest, endevor, Lotus Notes, microsoft office 2010, Windows 7, SQL Server Management..., XML, XML Schema, FTP, NDM, nt, unix, z/OS, PowerCenter, Power Exchange, Version Control Tools, Ksh, SQLLDR, Query Tuning, Unix Shell Scripting, Xpediter, SPUFI, Syncsort, DFSORT, SQL*Plus, SQL Loader, Oracle, TraceMaster, CA-Scheduler, Comparex, Viasoft, HTML, Star Schema, RDBMS
Education
Fordham University 2002 — 2005
Master of Science, Computer Science
The Chubb Institute 1989 — 1989
Computer Programming
SUNY Oswego 1980 — 1984
Bachelor of Arts, English - Writing Arts
BNY Mellon July 2013 - Present
BNY Mellon (1995 - 2012) January 1995 - May 2012
Kidder Peabody October 1989 - January 1995
JPMorgan Chase May 1985 - December 1988
Skills
Informatica, Shell Scripting, SAS programming, Microsoft SQL Server, DB2, SQL, Oracle 9i, Oracle PL/SQL..., Toad for Oracle, Java, Perl, COBOLII, Visio, Agile Methodologies, cmmi, Scrum, Harvest, endevor, Lotus Notes, microsoft office 2010, Windows 7, SQL Server Management..., XML, XML Schema, FTP, NDM, nt, unix, z/OS, PowerCenter, Power Exchange, Version Control Tools, Ksh, SQLLDR, Query Tuning, Unix Shell Scripting, Xpediter, SPUFI, Syncsort, DFSORT, SQL*Plus, SQL Loader, Oracle, TraceMaster, CA-Scheduler, Comparex, Viasoft, HTML, Star Schema, RDBMS
Education
Fordham University 2002 — 2005
Master of Science, Computer Science
The Chubb Institute 1989 — 1989
Computer Programming
SUNY Oswego 1980 — 1984
Bachelor of Arts, English - Writing Arts
Paul Dauber Paul Dauber's Kidder Peabody Experience 1989 - 1991
Job Partner Marketing & Sales Leadership at PricewaterhouseCoopers, LLP
Industry Accounting
Experience
PricewaterhouseCoopers January 1998 - Present
PricewaterhouseCoopers January 1998 - June 2001
E&Y 1993 - 1998
Towers Perrin 1991 - 1993
Kidder Peabody 1989 - 1991
Sanford C. Bernstein & Co., Inc. 1986 - 1987
Skills
Building Strong Teams, Organizational Design, Strategic Planning, Restructuring, Cutting through jargon..., Marketing, Sales, Creative sales..., Sales Methodology..., High Performance Teams, Training, Sales Process, Management, Business Development, Business Strategy, Program Management, Management Consulting, New Business Development, Leadership, Entrepreneurship, Marketing Strategy, Project Management, Accounting, Strategy, Coaching, Sales Management, Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Business Process..., Risk Management, Business Planning, Start-ups, Financial Modeling, Corporate Finance, Private Equity, Financial Reporting, Auditing, Investments, Executive Management, Sarbanes-Oxley Act, Tax, Competitive Analysis, Valuation, Internal Controls, Strategic Financial..., IFRS
Education
Columbia Business School 1987 — 1989
MBA, Finance
Columbia College 1982 — 1986
BA, Economics
PricewaterhouseCoopers January 1998 - Present
PricewaterhouseCoopers January 1998 - June 2001
E&Y 1993 - 1998
Towers Perrin 1991 - 1993
Kidder Peabody 1989 - 1991
Sanford C. Bernstein & Co., Inc. 1986 - 1987
Skills
Building Strong Teams, Organizational Design, Strategic Planning, Restructuring, Cutting through jargon..., Marketing, Sales, Creative sales..., Sales Methodology..., High Performance Teams, Training, Sales Process, Management, Business Development, Business Strategy, Program Management, Management Consulting, New Business Development, Leadership, Entrepreneurship, Marketing Strategy, Project Management, Accounting, Strategy, Coaching, Sales Management, Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Business Process..., Risk Management, Business Planning, Start-ups, Financial Modeling, Corporate Finance, Private Equity, Financial Reporting, Auditing, Investments, Executive Management, Sarbanes-Oxley Act, Tax, Competitive Analysis, Valuation, Internal Controls, Strategic Financial..., IFRS
Education
Columbia Business School 1987 — 1989
MBA, Finance
Columbia College 1982 — 1986
BA, Economics
Ed Thayer Ed Thayer's Kidder Peabody Experience 1986 - 1990
Job IT Professional Services
Industry Information Technology and Services
Experience
The Proven Method January 2015 - Present
Independent Contactor / Consultant January 2006 - January 2015
Delaware Bay Risk Solutions (DBRS) 2007 - 2008
GE Capital 2005 - 2005
Synovus 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Southeastern Mortgage and Financial Services, Inc. 1991 - 1999
Kidder Peabody 1986 - 1990
Skills
IT Solutions, IT Strategy, Strategic Planning, IT Management, IT Recruitment, Sales Management, Sales Process, Decision Analysis, Software Project..., Software Development, Data Warehousing, Data Analysis, Credit, Due Diligence, Leadership Development, Negotiation, Capital Markets, Risk Analysis, Turnarounds
Education
Florida State University 1974 — 1978
B. S.
Hernando High School - Brooksville, FL. 1973 — 1974
High School
Brick Township HS 1971 — 1972
The Proven Method January 2015 - Present
Independent Contactor / Consultant January 2006 - January 2015
Delaware Bay Risk Solutions (DBRS) 2007 - 2008
GE Capital 2005 - 2005
Synovus 2001 - 2002
Wachovia, A Wells Fargo Company 1999 - 2001
Southeastern Mortgage and Financial Services, Inc. 1991 - 1999
Kidder Peabody 1986 - 1990
Skills
IT Solutions, IT Strategy, Strategic Planning, IT Management, IT Recruitment, Sales Management, Sales Process, Decision Analysis, Software Project..., Software Development, Data Warehousing, Data Analysis, Credit, Due Diligence, Leadership Development, Negotiation, Capital Markets, Risk Analysis, Turnarounds
Education
Florida State University 1974 — 1978
B. S.
Hernando High School - Brooksville, FL. 1973 — 1974
High School
Brick Township HS 1971 — 1972
Richard Grodzicki's Kidder Peabody Experience 1982 - 1988
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
Russell Sherrill Russell Sherrill's Kidder Peabody Experience 1990 - 1993
Job Partner at Global Energy Capital LP
Industry Venture Capital & Private Equity
Experience
Global Energy Capital LP 2007 - Present
AIG 2004 - 2007
J.P. Morgan 1999 - 2002
Howard Weil 1993 - 1999
Kidder Peabody 1990 - 1993
ExxonMobil 1984 - 1988
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Investments, Corporate Finance, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Equities, Portfolio Management, Capital Markets, Asset Managment, Financial Analysis, Financial Structuring, Business Strategy, Securities, Hedge Funds, Start-ups
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1984
BBA
Global Energy Capital LP 2007 - Present
AIG 2004 - 2007
J.P. Morgan 1999 - 2002
Howard Weil 1993 - 1999
Kidder Peabody 1990 - 1993
ExxonMobil 1984 - 1988
Skills
Private Equity, Mergers, Investment Banking, Due Diligence, Investments, Corporate Finance, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Equities, Portfolio Management, Capital Markets, Asset Managment, Financial Analysis, Financial Structuring, Business Strategy, Securities, Hedge Funds, Start-ups
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1984
BBA
Jack V. Kirnan, Ph.D. Jack V. Kirnan, Ph.D.'s Kidder Peabody Experience July 1986 - May 1992
Job President, Kirnan Coaching Associates, LLC; 5 O'Clock Club Certified Career Coach; NYU Certified Life & Executive Coach
Industry Professional Training & Coaching
Experience
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Kirnan Coaching Associates, LLC November 2014 - Present
Holy Family University November 2011 - 2012
The College of New Jersey February 2007 - April 2009
Rutgers Business School August 2005 - February 2007
Schwab Soundview Capital Markets 2004 - 2004
Credit Suisse First Boston August 1998 - June 2003
Salomon Brothers May 1992 - August 1998
Kidder Peabody July 1986 - May 1992
Merrill Lynch May 1984 - July 1986
Texaco July 1981 - April 1984
Skills
Financial Modeling, Equity Research, Valuation, Investments, Equities, Management, CRM, Finance, Hedge Funds, Portfolio Management, Alternative Investments, Economics, Fixed Income, Asset Management, Options, Capital Markets, Investment Banking, Leadership
Education
New York University 2014 — 2015
Certificate Program in Executive and Life Coaching, Organizational and Personal Skills Coaching
Fordham University 1979 — 1983
Ph.D., Economics
Fordham University 1977 — 1979
MA, Economics
Seton Hall University 1973 — 1977
BA, Economics/Government
Paramus Catholic High School 1969 — 1973
High School Diploma, College Preparatory
Win Evarts Win Evarts's Kidder Peabody Experience 1986 - 1994
Job Managing Principal at Evarts Consulting, LLC
Industry Financial Services
Experience
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Evarts Consulting, LLC April 2015 - Present
Arts for Healing, Inc. 2000 - Present
Bart J. Ruggiere Adaptive Sports Center 2005 - 2013
UBS Investment Bank 2001 - 2011
ABN AMRO Bank N.V. March 1998 - March 2001
Lazard Freres & Co. 1995 - 1998
Kidder Peabody 1986 - 1994
Skills
Strategic Thinking, Analytical Skills, Investment Banking, Sales, Financial Services, CRM, Management, Negotiation, High Yield, Fundraising, Relationship-building..., Mutual Funds, Fixed Income, Bonds, Problem Solving, Equities, Communication, Client-centric, Securities, Capital Markets, Alternative Investments, Mentoring, Hedge Funds, Fundamental Analysis, Series 63, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, General, Beta Gamma Sigma
Harvard College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Wilton High School 1972 — 1976
Jill Chafer's Kidder Peabody Experience May 1993 - December 1995
Job Competitive Intelligence Manager at Sealed Air Corporation
Industry Packaging and Containers
Experience
Sealed Air Corporation June 2015 - Present
NYSE December 1997 - Present
NYSE December 1997 - March 2003
Eagle Growth Investors December 1995 - December 1997
Kidder Peabody May 1993 - December 1995
Brown Brothers Harriman June 1991 - May 1993
Skills
Content Management, Market Intelligence, Strategic Planning, Business Intelligence, Competitive Analysis, Marketing Strategy, SharePoint, Strategy, Change Management, Online Research, Quantitative Research, Analysis, Finance, Management, Portfolio Management, Equities, Market Data
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Long Island University, C.W. Post Campus
Bachelor's Degree, Marketing and Business Management
Sealed Air Corporation June 2015 - Present
NYSE December 1997 - Present
NYSE December 1997 - March 2003
Eagle Growth Investors December 1995 - December 1997
Kidder Peabody May 1993 - December 1995
Brown Brothers Harriman June 1991 - May 1993
Skills
Content Management, Market Intelligence, Strategic Planning, Business Intelligence, Competitive Analysis, Marketing Strategy, SharePoint, Strategy, Change Management, Online Research, Quantitative Research, Analysis, Finance, Management, Portfolio Management, Equities, Market Data
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Business/Managerial Economics
Long Island University, C.W. Post Campus
Bachelor's Degree, Marketing and Business Management
Timothy Klahs Timothy Klahs's Kidder Peabody Experience June 1981 - June 1986
Job Vice President, Business Development at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
WealthVest Marketing October 2014 - Present
Accenture January 2012 - October 2014
Christim Capital August 2004 - October 2014
Imagistics International April 2003 - August 2004
American Skandia Marketing, Inc. September 2000 - April 2003
ImrGlobal June 1999 - September 2000
SFX Entertainment, Inc. June 1996 - June 1999
Dean Witter Reynolds Inc. June 1986 - June 1996
Kidder Peabody June 1981 - June 1986
Skills
Program Management, Corporate Finance, Investor Relations, Financial Analysis, Derivatives, Hedge Funds, Trading, Mergers & Acquisitions, Leadership, Finance, Financial Services, Investments, Management
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Harvard University
Bachelor's Degree, Mathematics
Deerfield Academy
High School
Daniel Adler, CFA Daniel Adler, CFA's Kidder Peabody Experience 1992 - 1995
Job Equity Portfolio Manager at Emys Capital
Industry Investment Management
Experience
Emys Capital 2009 - Present
J.P. Morgan / Bear Stearns Asset Management 1995 - 2009
Kidder Peabody 1992 - 1995
Value Line 1991 - 1992
Skills
Asset Management, Investments, Financial Analysis, Equities, Alternative Investments, Strategy, Asset Managment, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Investment Strategies, Equity Research, Trading Systems, Asset Allocation
Education
Cornell University
B.S., Applied Economics & Business Management
Emys Capital 2009 - Present
J.P. Morgan / Bear Stearns Asset Management 1995 - 2009
Kidder Peabody 1992 - 1995
Value Line 1991 - 1992
Skills
Asset Management, Investments, Financial Analysis, Equities, Alternative Investments, Strategy, Asset Managment, Portfolio Management, Hedge Funds, Mutual Funds, Fixed Income, Investment Strategies, Equity Research, Trading Systems, Asset Allocation
Education
Cornell University
B.S., Applied Economics & Business Management
Paul Lausell Paul Lausell's Kidder Peabody Experience August 1981 - October 1989
Job Retired
Industry Financial Services
Experience
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Finger Lakes Foie, LLC May 2015 - Present
Oppenheimer & Co. Inc. 1995 - 2014
Merrill Lynch October 1989 - February 1995
Kidder Peabody August 1981 - October 1989
Skills
Public Speaking, Editing, English, Spanish, Leadership, Teaching, Training, Negotiation, Research, Fundraising, Canoeing, Business Strategy, Entrepreneurship, Business Planning, Finance, Investments, Management, Portfolio Management, Risk Management, Strategy
Education
Harvard Business School 1973 — 1975
MBA, Marketing
Dartmouth College 1968 — 1972
B.A., Anthropology
Robinson High School 1962 — 1968
High School Diploma
Commonwealth School 1955 — 1962
Elementary
Dennis E. Nelson, CFP Dennis E. Nelson, CFP's Kidder Peabody Experience 1970 - 1975
Job DENCO Financial Group
Industry Financial Services
Experience
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
DENCO Financial Group 1985 - Present
Gerry #5 VFA November 2011 - Present
DENCO Consulting Group 1985 - 2013
Doane College 1988 - 2009
Putnam Investments 1990 - 1996
Sandstone Resources, Inc. 1985 - 1990
Fidelity Investments 1975 - 1985
Kidder Peabody 1970 - 1975
IBM 1968 - 1971
Skills
Public Speaking, Investments, Call Center, Strategic Planning, Process Improvement, Team Management, Finance, Analysis, Project Management, Interim Management, Human Resources, Risk Management, Quality Customer Service, Call Center Management, Call Centers, Financial Advisory, Project Planning, Executive Management, Banking, Series 7, Leadership, CRM, Securities, Mutual Funds, Financial Services, Management, Customer Service, Workflow Efficiency, Securities Knowledge, Alternative Investments, Training, ETFs, Sales, 401k, FINRA, Financial Analysis, Series 63, Portfolio Management, Dynamic Public Speaker, Mutual Funds Knowledge
Education
Doane College 1963 — 1967
BA, Business Administration & Economics
North Platte High School
Mark Dunetz Mark Dunetz's Kidder Peabody Experience 1983 - 1991
Job Quantitative Portfolio Manager at Long Short Hedge Fund
Industry Financial Services
Experience
Healthcare Hedge Fund December 2012 - Present
RBC Professional Trading Group 2005 - 2010
Lexington Avenue Partners 2001 - 2004
Guardian Life Insurance 1992 - 2001
Mitchell Hutchins Institutional Investors 1991 - 1992
Kidder Peabody 1983 - 1991
Skills
Derivatives, Bloomberg, Alternative Investments, Asset Allocation, Equity Research, Series 7, Equity Trading, Financial Modeling, ETFs, Valuation, Equity Valuation, Asset Managment, Analytics, Financial Markets, Mergers & Acquisitions, Private Equity, Trading Strategies, Quantitative Analytics, Securities, Finance, Venture Capital, Asset Management, Analysis
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
University of Michigan 1978 — 1979
MS, Industrial & Operations Engineering
Healthcare Hedge Fund December 2012 - Present
RBC Professional Trading Group 2005 - 2010
Lexington Avenue Partners 2001 - 2004
Guardian Life Insurance 1992 - 2001
Mitchell Hutchins Institutional Investors 1991 - 1992
Kidder Peabody 1983 - 1991
Skills
Derivatives, Bloomberg, Alternative Investments, Asset Allocation, Equity Research, Series 7, Equity Trading, Financial Modeling, ETFs, Valuation, Equity Valuation, Asset Managment, Analytics, Financial Markets, Mergers & Acquisitions, Private Equity, Trading Strategies, Quantitative Analytics, Securities, Finance, Venture Capital, Asset Management, Analysis
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
University of Michigan 1978 — 1979
MS, Industrial & Operations Engineering
JAY DIETRICH JAY DIETRICH's Kidder Peabody Experience 1984 - 1986
Job Chief Financial Officer Interested in B/D, Asset Management and Not For Profit opportunities
Industry Financial Services
Experience
Private Investor/Consultant 2011 - Present
Infinium Capital Management July 2008 - 2011
PPM America June 1998 - April 2008
Nesbitt Burns Securities, Inc. 1996 - 1998
Swiss Bank Corporation 1990 - 1996
O'Connor and Associates 1986 - 1990
Kidder Peabody 1984 - 1986
A. G. Becker 1982 - 1984
NASD 1979 - 1982
Skills
Equities, Derivatives, Asset Management, Trading, Financial Analysis, Accounting, Risk Management, Valuation, Capital, Financial Risk, Securities, Financial Markets, Finance, Capital Markets, Options, Alternative Investments, Corporate Finance, Hedge Funds, Trading Systems, FX Options, Structured Products, Investment Banking, Bonds, Partnership Taxation, Investments, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Commodity, Trading Strategies, Alternative Assets, Hedging, Equity Derivatives, Strategic Financial..., Fixed Income, Managerial Finance, FX, Investment Accounting, SEC Net Capital Rule, Financial Leadership of..., Compliance, Financial Compliance, Budgeting
Education
DePaul University 1981 — 1983
MBA, Finance
DePauw University 1974 — 1978
BA, Economics, Business Admin
Private Investor/Consultant 2011 - Present
Infinium Capital Management July 2008 - 2011
PPM America June 1998 - April 2008
Nesbitt Burns Securities, Inc. 1996 - 1998
Swiss Bank Corporation 1990 - 1996
O'Connor and Associates 1986 - 1990
Kidder Peabody 1984 - 1986
A. G. Becker 1982 - 1984
NASD 1979 - 1982
Skills
Equities, Derivatives, Asset Management, Trading, Financial Analysis, Accounting, Risk Management, Valuation, Capital, Financial Risk, Securities, Financial Markets, Finance, Capital Markets, Options, Alternative Investments, Corporate Finance, Hedge Funds, Trading Systems, FX Options, Structured Products, Investment Banking, Bonds, Partnership Taxation, Investments, Private Equity, Financial Modeling, Portfolio Management, Due Diligence, Commodity, Trading Strategies, Alternative Assets, Hedging, Equity Derivatives, Strategic Financial..., Fixed Income, Managerial Finance, FX, Investment Accounting, SEC Net Capital Rule, Financial Leadership of..., Compliance, Financial Compliance, Budgeting
Education
DePaul University 1981 — 1983
MBA, Finance
DePauw University 1974 — 1978
BA, Economics, Business Admin
Barnaby Levin Barnaby Levin's Kidder Peabody Experience November 1987 - June 2000
Job Partner | Managing Director of Levin Wealth Management at HighTower Advisors LLC
Industry Investment Management
Experience
HighTower Advisors LLC Levin Wealth Management March 2010 - Present
Morgan Stanley June 2000 - March 2010
Kidder Peabody November 1987 - June 2000
Triad Systems May 1978 - November 1987
Skills
Alternative Investments, Hedge Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Investment Portfolio, Financial Analysis, Equities, Emerging Markets, Bond Markets, Risk Management, Estate Planning, Multi-generational..., Investments, Strategic Financial..., Stock Market, Stock Trading, Balance Sheet, Income Statement, Client Education, Insurance, Term Life Insurance, Life Insurance, Securities, Finance, Mutual Funds, Management, Fixed Income, Investment Strategies, Investment Management
Education
Dartmouth College 1975 — 1978
BA, Comparative Literature
HighTower Advisors LLC Levin Wealth Management March 2010 - Present
Morgan Stanley June 2000 - March 2010
Kidder Peabody November 1987 - June 2000
Triad Systems May 1978 - November 1987
Skills
Alternative Investments, Hedge Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management, Asset Management, Investment Portfolio, Financial Analysis, Equities, Emerging Markets, Bond Markets, Risk Management, Estate Planning, Multi-generational..., Investments, Strategic Financial..., Stock Market, Stock Trading, Balance Sheet, Income Statement, Client Education, Insurance, Term Life Insurance, Life Insurance, Securities, Finance, Mutual Funds, Management, Fixed Income, Investment Strategies, Investment Management
Education
Dartmouth College 1975 — 1978
BA, Comparative Literature
Scott McCarthy Scott McCarthy's Kidder Peabody Experience 1987 - 1989
Job Vice President/General Manager, ESPN Los Angeles
Industry Broadcast Media
Experience
ESPN Los Angeles 2011 - Present
Alacon Ventures 2007 - December 2010
Ziff Davis Media 2004 - 2007
The Walt Disney Company 1992 - 2004
Sequel Venture Partners 1999 - 2000
Wasserstein Perella 1989 - 1990
Kidder Peabody 1987 - 1989
Education
Harvard Business School 1990 — 1992
MBA, General Management
Colorado College 1983 — 1987
BA, cum laude, Economics
University of Chicago 1986 — 1986
Early-entry MBA Program
London School of Economics and Political Science 1985 — 1985
Pre-Law Program
ESPN Los Angeles 2011 - Present
Alacon Ventures 2007 - December 2010
Ziff Davis Media 2004 - 2007
The Walt Disney Company 1992 - 2004
Sequel Venture Partners 1999 - 2000
Wasserstein Perella 1989 - 1990
Kidder Peabody 1987 - 1989
Education
Harvard Business School 1990 — 1992
MBA, General Management
Colorado College 1983 — 1987
BA, cum laude, Economics
University of Chicago 1986 — 1986
Early-entry MBA Program
London School of Economics and Political Science 1985 — 1985
Pre-Law Program
Greg Crosby Greg Crosby's Kidder Peabody Experience 1985 - 1993
Job Sociallity Group
Industry Financial Services
Experience
Sociallity Group August 2011 - Present
World Pay Data 2008 - Present
Fusion Technologies January 2005 - January 2008
Kidder Peabody 1985 - 1993
Lehman Brothers 1980 - 1985
Skills
Product Marketing, Product Management, New Business Development, Leadership, Customer Service, Start-ups, Marketing, Salesforce.com, Product Development, Accounts Receivable, Team Building, Business Strategy, Entrepreneurship, Account Management, E-commerce, Banking, Business Development, Software Development, Online Advertising, Human Resources, Sales, Strategy, Management, Healthcare, Strategic Partnerships, Strategic Planning, Management Consulting, CRM
Education
University of Houston 1976 — 1979
Petroleum Land Management
El Camino College 1974 — 1976
Political Science and Government
Sociallity Group August 2011 - Present
World Pay Data 2008 - Present
Fusion Technologies January 2005 - January 2008
Kidder Peabody 1985 - 1993
Lehman Brothers 1980 - 1985
Skills
Product Marketing, Product Management, New Business Development, Leadership, Customer Service, Start-ups, Marketing, Salesforce.com, Product Development, Accounts Receivable, Team Building, Business Strategy, Entrepreneurship, Account Management, E-commerce, Banking, Business Development, Software Development, Online Advertising, Human Resources, Sales, Strategy, Management, Healthcare, Strategic Partnerships, Strategic Planning, Management Consulting, CRM
Education
University of Houston 1976 — 1979
Petroleum Land Management
El Camino College 1974 — 1976
Political Science and Government
Dan Goggin Dan Goggin's Kidder Peabody Experience January 1983 - December 1992
Job Executive Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Oppenheimer & Co. Inc. January 2015 - Present
BNP Paribas January 2012 - December 2014
Miller Tabak January 2009 - December 2012
Citigroup January 1998 - December 2007
Salomon Smith Barney January 1992 - November 1998
Kidder Peabody January 1983 - December 1992
Skills
Investments, Securities, Investment Strategies, Financial Services, Relationship Management, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Weath Management..., Risk Management..., Retirement-Plan..., Multigenerational Weath..., Estate Investments...
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), History
Phillips Andover Academy 1976 — 1979
Peter O'Hara Peter O'Hara's Kidder Peabody Experience 1993 - 1995
Job Lead Quality Engineer at Xceedium
Industry Computer & Network Security
Experience
Xceedium June 2009 - Present
Guardian Digital 2000 - 2009
UPS 1998 - 2000
Merrill Lynch 1995 - 1998
Kidder Peabody 1993 - 1995
AT&T Bell Labs 1990 - 1993
AT&T Bell Labs 1983 - 1990
Skills
Perl, Linux, MySQL, Unix, Quality Assurance, Testing, QTP, Quality Center, Cloud Computing, Shell Scripting, PKI, TCP/IP, Solaris, VMware, Integration, Virtualization, DNS, Operating Systems, Servers, Firewalls
Education
County College of Morris 1982 — 1983
A.A.S, Electrical Engineering Technology
Xceedium June 2009 - Present
Guardian Digital 2000 - 2009
UPS 1998 - 2000
Merrill Lynch 1995 - 1998
Kidder Peabody 1993 - 1995
AT&T Bell Labs 1990 - 1993
AT&T Bell Labs 1983 - 1990
Skills
Perl, Linux, MySQL, Unix, Quality Assurance, Testing, QTP, Quality Center, Cloud Computing, Shell Scripting, PKI, TCP/IP, Solaris, VMware, Integration, Virtualization, DNS, Operating Systems, Servers, Firewalls
Education
County College of Morris 1982 — 1983
A.A.S, Electrical Engineering Technology
DELORES RUBIN DELORES RUBIN's Kidder Peabody Experience 1992 - 1994
Job Director at Deutsche Bank
Industry Investment Banking
Experience
The Project Heal May 2015 - Present
Hudson River Park Trust Advisory Council April 2014 - Present
Manhattan Community Board 4 April 2013 - Present
Deutsche Bank December 1994 - Present
Kidder Peabody 1992 - 1994
Skills
Equities, FX trading, FX Options, Electronic Trading, Prime Brokerage, Interest Rate..., Swaps, Financial Markets, Trading, Middle Office, Bloomberg, Emerging Markets, Options, Bonds, Settlement, Public Speaking
Education
Duke University 1987 — 1990
Bachelor's degree, German Language and Literature and Psychology
Hunter College High School, New York City
The Project Heal May 2015 - Present
Hudson River Park Trust Advisory Council April 2014 - Present
Manhattan Community Board 4 April 2013 - Present
Deutsche Bank December 1994 - Present
Kidder Peabody 1992 - 1994
Skills
Equities, FX trading, FX Options, Electronic Trading, Prime Brokerage, Interest Rate..., Swaps, Financial Markets, Trading, Middle Office, Bloomberg, Emerging Markets, Options, Bonds, Settlement, Public Speaking
Education
Duke University 1987 — 1990
Bachelor's degree, German Language and Literature and Psychology
Hunter College High School, New York City
Jennifer Parsekian Jennifer Parsekian's Kidder Peabody Experience 1986 - 1989
Job Broker at Keller Williams Village Square Realty Ridgewood
Industry Real Estate
Experience
Keller Williams - Ridgewood April 2013 - Present
Tarvin Realtors August 2007 - March 2013
GW HSA 2009 - 2010
Coldwell Banker Residential Brokerage 1997 - 2006
HBO May 1989 - December 1995
Kidder Peabody 1986 - 1989
Skills
Listings, Real Estate, Relocation, Marketing, Buyer Representation, New Home Sales, Luxury, Short Sales, Seniors, Buyers, Investment Properties, Rentals, Investors, Real Estate Transactions, First Time Home Buyers, Move Up Buyers, Certified Negotiation..., Negotiation, ABR, Sales
Education
Fordham University 1984 — 1987
BA, Fine Arts
Lasell College 1982 — 1984
AS, Business Managment
Keller Williams - Ridgewood April 2013 - Present
Tarvin Realtors August 2007 - March 2013
GW HSA 2009 - 2010
Coldwell Banker Residential Brokerage 1997 - 2006
HBO May 1989 - December 1995
Kidder Peabody 1986 - 1989
Skills
Listings, Real Estate, Relocation, Marketing, Buyer Representation, New Home Sales, Luxury, Short Sales, Seniors, Buyers, Investment Properties, Rentals, Investors, Real Estate Transactions, First Time Home Buyers, Move Up Buyers, Certified Negotiation..., Negotiation, ABR, Sales
Education
Fordham University 1984 — 1987
BA, Fine Arts
Lasell College 1982 — 1984
AS, Business Managment
Ej Karsten Ej Karsten's Kidder Peabody Experience January 1991 - October 1994
Job Sr. Vice President, Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Anne Dowd Moretti's Kidder Peabody Experience February 1989 - July 1991
Job Licensed Associate Real Estate Broker, Julia B. Fee Sotheby's International Realty,International Relocation,Luxury Homes
Industry Real Estate
Experience
Julia B. Fee Sotheby's International Realty January 2003 - Present
Houlihan Lawrence November 1996 - January 2003
Kidder Peabody February 1989 - July 1991
Irving Securities Inc. July 1987 - February 1989
Irving Trust Company June 1982 - July 1987
Skills
New Home Sales, Real Estate, Referrals, Negotiation, Sellers, Luxury, Residential Homes, Buyers, Real Estate Transactions, Relocation, Marketing, Single Family Homes, Sales, Investment Properties, Commercial Real Estate, Rentals, Condos, Property Management, Investors, Real Estate Development, Selling, ABR, Waterfront, Relocation Buyers, Loans, International Real..., First Time Home Buyers
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University- School of Foreign Service 1978 — 1980
BSFS, School of Foreign Service
Julia B. Fee Sotheby's International Realty January 2003 - Present
Houlihan Lawrence November 1996 - January 2003
Kidder Peabody February 1989 - July 1991
Irving Securities Inc. July 1987 - February 1989
Irving Trust Company June 1982 - July 1987
Skills
New Home Sales, Real Estate, Referrals, Negotiation, Sellers, Luxury, Residential Homes, Buyers, Real Estate Transactions, Relocation, Marketing, Single Family Homes, Sales, Investment Properties, Commercial Real Estate, Rentals, Condos, Property Management, Investors, Real Estate Development, Selling, ABR, Waterfront, Relocation Buyers, Loans, International Real..., First Time Home Buyers
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University- School of Foreign Service 1978 — 1980
BSFS, School of Foreign Service
Lori Cenci,CFA Lori Cenci,CFA's Kidder Peabody Experience 1985 - 1989
Job Financial Crime at Barclays Capital via Cognizant Technology Analytics Practice
Industry Investment Banking
Experience
Financial Crime at Barclays Capital via Cognizant Technology Analytics Practice 2015 - Present
Molloy College 2008 - 2015
CFA Instititute 2012 - 2012
VP, Fortis Advisers, Quantitative Research August 1998 - May 2001
JP Morgan Investment Management October 1989 - August 1998
Kidder Peabody 1985 - 1989
Skills
Asset Management, Equities, Risk Management, Finance, Financial Analysis, Investment Management, Fixed Income, Quantitative Analytics, Corporate Finance, Investments, Portfolio Optimization, Analysis, Microsoft Excel, Financial Modeling, Leadership, Factset, Bloomberg, Barra Aegis, PowerPoint, Public Speaking, Microsoft Office, Research Writing, Research, Teaching, Microsoft Word, Behavioral Finance, Higher Education, Data Analysis, Portfolio Management, Entrepreneurship, Asset Allocation, Strategic Planning, Capital Markets, Management, Endowments, Foundations, Educational Leadership, Creative Problem Solving, Sales, Customer Service, Budgets, Access, Pension Funds, Decision Making, Online Education, Critical Thinking
Education
University of Maryland University College 2013 — 2016
Doctorate, Decision Making in Financial Market Environments
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Brooklyn College
BS, Computer Science/Mathematics
Financial Crime at Barclays Capital via Cognizant Technology Analytics Practice 2015 - Present
Molloy College 2008 - 2015
CFA Instititute 2012 - 2012
VP, Fortis Advisers, Quantitative Research August 1998 - May 2001
JP Morgan Investment Management October 1989 - August 1998
Kidder Peabody 1985 - 1989
Skills
Asset Management, Equities, Risk Management, Finance, Financial Analysis, Investment Management, Fixed Income, Quantitative Analytics, Corporate Finance, Investments, Portfolio Optimization, Analysis, Microsoft Excel, Financial Modeling, Leadership, Factset, Bloomberg, Barra Aegis, PowerPoint, Public Speaking, Microsoft Office, Research Writing, Research, Teaching, Microsoft Word, Behavioral Finance, Higher Education, Data Analysis, Portfolio Management, Entrepreneurship, Asset Allocation, Strategic Planning, Capital Markets, Management, Endowments, Foundations, Educational Leadership, Creative Problem Solving, Sales, Customer Service, Budgets, Access, Pension Funds, Decision Making, Online Education, Critical Thinking
Education
University of Maryland University College 2013 — 2016
Doctorate, Decision Making in Financial Market Environments
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Brooklyn College
BS, Computer Science/Mathematics
John Longobardi John Longobardi's Kidder Peabody Experience June 1986 - July 1987
Job Director, Corporate Relations at KCG Holdings, Inc.
Industry Financial Services
Experience
None August 2015 - Present
KCG Holdings, Inc. July 2013 - August 2015
Getco LLC February 2010 - July 2013
KCG Holdings, Inc. 2013 - 2013
Barclays Capital January 2010 - February 2010
LaBranche Financial Services LLC October 2009 - January 2010
LaBranche & Co. July 2001 - December 2009
NYSE July 1987 - March 2001
NYSE Group, Inc. 1987 - 2001
Kidder Peabody June 1986 - July 1987
Skills
Bloomberg Terminal, Financial Reporting, Equities, Capital Markets, Equity Trading, Electronic Trading, Series 7, Series 63, Series 55, Investor Relations, Trading Systems, Securities, Bloomberg, Options, Hedge Funds, Trading, FINRA, Derivatives, Fixed Income, Investments, Private Equity, Financial Services, Trading Strategies, Equity Derivatives, Business Strategy, ETFs, Proprietary Trading, Financial Markets, Market Data, Business Development
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Accounting
Notre Dame High School 1977 — 1981
college prep, prep
None August 2015 - Present
KCG Holdings, Inc. July 2013 - August 2015
Getco LLC February 2010 - July 2013
KCG Holdings, Inc. 2013 - 2013
Barclays Capital January 2010 - February 2010
LaBranche Financial Services LLC October 2009 - January 2010
LaBranche & Co. July 2001 - December 2009
NYSE July 1987 - March 2001
NYSE Group, Inc. 1987 - 2001
Kidder Peabody June 1986 - July 1987
Skills
Bloomberg Terminal, Financial Reporting, Equities, Capital Markets, Equity Trading, Electronic Trading, Series 7, Series 63, Series 55, Investor Relations, Trading Systems, Securities, Bloomberg, Options, Hedge Funds, Trading, FINRA, Derivatives, Fixed Income, Investments, Private Equity, Financial Services, Trading Strategies, Equity Derivatives, Business Strategy, ETFs, Proprietary Trading, Financial Markets, Market Data, Business Development
Education
Fordham University 1981 — 1985
Bachelor of Science (BS), Accounting
Notre Dame High School 1977 — 1981
college prep, prep
Eric Wiksten Eric Wiksten's Kidder Peabody Experience 1993 - 1995
Job Managing Partner at Royal Oak Management
Industry Venture Capital & Private Equity
Experience
Royal Oak Management 1999 - Present
New Jersey Veterans Business Outreach Center 2013 - Present
Strategic Consulting Alliances 2011 - Present
San Diego State University 1996 - 2009
Bingwa Educational Software Co. 1995 - 1999
Kidder Peabody 1993 - 1995
USMC 1987 - 1991
Skills
Strategic Planning, Venture Capital, Risk Management, Entrepreneurship, Funding, Private Equity, Valuation, Start-ups, Business Planning, Government Contracting, Government Procurement, Government Acquisition, Federal Procurement, Veterans Benefits, Small Business, Federal Government, State Government, Local Government, Procurement, Business Strategy, Program Management, Logistics Management, Project Management, Security, Business Analysis, Tactics, Public Speaking, Military, Contract Management, New Business Development, Non-profits, Cash Management, Community Outreach, Guest Lecturing, Leadership, Veterans, Veterans Affairs, Nonprofits, Asset Management, Management, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Investments, Executive Management, Strategy, Due Diligence, Managerial Finance, Business Development, Organizational...
Education
University of Virginia - Darden Graduate School of Business Administration 1991 — 1993
MBA, Finance and Entrepreneurial Studies
Oxford University, Oriel College
Economics and European Political Science
Dartmouth College 1983 — 1987
BA, Economics/Sociology
Defense Acquisition University 2009 — 2012
Contract and Program Management
Pope John XXIII High School 1983 — 1987
HS, college prep
Royal Oak Management 1999 - Present
New Jersey Veterans Business Outreach Center 2013 - Present
Strategic Consulting Alliances 2011 - Present
San Diego State University 1996 - 2009
Bingwa Educational Software Co. 1995 - 1999
Kidder Peabody 1993 - 1995
USMC 1987 - 1991
Skills
Strategic Planning, Venture Capital, Risk Management, Entrepreneurship, Funding, Private Equity, Valuation, Start-ups, Business Planning, Government Contracting, Government Procurement, Government Acquisition, Federal Procurement, Veterans Benefits, Small Business, Federal Government, State Government, Local Government, Procurement, Business Strategy, Program Management, Logistics Management, Project Management, Security, Business Analysis, Tactics, Public Speaking, Military, Contract Management, New Business Development, Non-profits, Cash Management, Community Outreach, Guest Lecturing, Leadership, Veterans, Veterans Affairs, Nonprofits, Asset Management, Management, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Investments, Executive Management, Strategy, Due Diligence, Managerial Finance, Business Development, Organizational...
Education
University of Virginia - Darden Graduate School of Business Administration 1991 — 1993
MBA, Finance and Entrepreneurial Studies
Oxford University, Oriel College
Economics and European Political Science
Dartmouth College 1983 — 1987
BA, Economics/Sociology
Defense Acquisition University 2009 — 2012
Contract and Program Management
Pope John XXIII High School 1983 — 1987
HS, college prep
Glennie Eisele Glennie Eisele's Kidder Peabody Experience 1982 - 1988
Job Financial Services Industry Professional
Industry Financial Services
Experience
GATX December 1998 - February 2006
GE Capital Aviation Services (GECAS) 1991 - 1997
Polaris Aircraft Leasing 1988 - 1991
Kidder Peabody 1982 - 1988
Skills
Asset Managment, Joint Ventures, Relationship Management, Strategic Planning, Investments, Cash Management, Program Management, Mergers & Acquisitions, Asset Management, Marketing, Sales, Fundraising, Finance, Real Estate, Management, Project Management, Due Diligence, Risk Management
Education
Colorado College
BA, English Liturature
GATX December 1998 - February 2006
GE Capital Aviation Services (GECAS) 1991 - 1997
Polaris Aircraft Leasing 1988 - 1991
Kidder Peabody 1982 - 1988
Skills
Asset Managment, Joint Ventures, Relationship Management, Strategic Planning, Investments, Cash Management, Program Management, Mergers & Acquisitions, Asset Management, Marketing, Sales, Fundraising, Finance, Real Estate, Management, Project Management, Due Diligence, Risk Management
Education
Colorado College
BA, English Liturature
Michael J. Melen Michael J. Melen's Kidder Peabody Experience February 1985 - July 1989
Job Section Manager at Comptrollers Office, State of MD
Industry Government Administration
Experience
State of Maryland May 2009 - Present
H&R Block 1997 - 2008
Acacia Group December 1990 - June 1997
Kidder Peabody February 1985 - July 1989
Merrill Lynch August 1980 - February 1985
Skills
Coaching, Strategic Planning, Training, Conflict Resolution, Strategic Financial..., Financial Planners, Investments, Public Speaking, Customer Service, Leadership, Team Building, Contract Negotiation, Account Management, Change Management, Sales Management, Microsoft Office, Inventory Management, Sales, Recruiting, Microsoft Word, Team Leadership, Negotiation, Retail, Management, Budgets, Sales Process, Human Resources, Performance Management, Cross-functional Team...
Education
Colgate University 1971 — 1975
BA, History
Horace Greeley HS 1967 — 1971
Diploma, General Studies
State of Maryland May 2009 - Present
H&R Block 1997 - 2008
Acacia Group December 1990 - June 1997
Kidder Peabody February 1985 - July 1989
Merrill Lynch August 1980 - February 1985
Skills
Coaching, Strategic Planning, Training, Conflict Resolution, Strategic Financial..., Financial Planners, Investments, Public Speaking, Customer Service, Leadership, Team Building, Contract Negotiation, Account Management, Change Management, Sales Management, Microsoft Office, Inventory Management, Sales, Recruiting, Microsoft Word, Team Leadership, Negotiation, Retail, Management, Budgets, Sales Process, Human Resources, Performance Management, Cross-functional Team...
Education
Colgate University 1971 — 1975
BA, History
Horace Greeley HS 1967 — 1971
Diploma, General Studies
Phil Fresen Phil Fresen's Kidder Peabody Experience August 1994 - December 1994
Job Managing Director at Garros Group LLC
Industry Investment Banking
Experience
Garros Group, LLC 2005 - Present
Gridley & Company LLC 2001 - 2005
ING Barings Furman Selz March 1995 - July 2001
Kidder Peabody August 1994 - December 1994
Skills
Mergers, Investment Banking, Private Placements, Strategic Advisory, Business Strategy, Acquisitions, Digital Media, Mobile Marketing, Social Media, Direct Marketing, Analytics, Mergers & Acquisitions, Private Equity, Corporate Development, Venture Capital, Competitive Analysis, Strategy, Finance, Due Diligence, Start-ups, Management, Entrepreneurship, Business Development, Online Advertising, Marketing, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Duke University 1979 — 1983
AB, Economics, History
New Trier East High School 1976 — 1979
Garros Group, LLC 2005 - Present
Gridley & Company LLC 2001 - 2005
ING Barings Furman Selz March 1995 - July 2001
Kidder Peabody August 1994 - December 1994
Skills
Mergers, Investment Banking, Private Placements, Strategic Advisory, Business Strategy, Acquisitions, Digital Media, Mobile Marketing, Social Media, Direct Marketing, Analytics, Mergers & Acquisitions, Private Equity, Corporate Development, Venture Capital, Competitive Analysis, Strategy, Finance, Due Diligence, Start-ups, Management, Entrepreneurship, Business Development, Online Advertising, Marketing, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Duke University 1979 — 1983
AB, Economics, History
New Trier East High School 1976 — 1979
Eileen O'Reilly Eileen O'Reilly's Kidder Peabody Experience 1992 - 1996
Job Senior Finance Executive | Collaborative Leader | Entrepreneur
Industry Financial Services
Experience
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Gramercy Capital Consulting 2014 - Present
NYC Housing Development Corporation 2007 - 2014
Gramercy Capital Consulting 2001 - 2007
Fidelity Investments 1996 - 2001
UBS Investment Bank 1992 - 1996
Kidder Peabody 1992 - 1996
Skills
Finance, Strategic Planning, Product Development, Relationship Management, Business Strategy, Financial Reporting, Marketing Communications, Investment Banking, Compliance, Corporate Communications, Research, Project Management, Equities, Fixed Income, Equity Research, Analytics, Loan Servicing, Cash Management, Financial Accounting, New Business Development, Marketing Strategy, Financial Modeling, Cross-functional Team..., Timely Decision Making, Organizational..., Multi Tasking, Organization &..., Big-picture Thinking, Collaborative Problem...
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance and International Business
Tufts University
Bachelor of Arts (BA), Economics
Hunter College High School
Joseph Ward Joseph Ward's Kidder Peabody Experience September 1985 - February 1988
Job Worldwide Health Outcomes, Value & Access at Novartis Oncology
Industry Pharmaceuticals
Experience
Novartis Oncology (Global) March 2013 - Present
Novartis Oncology January 2010 - February 2013
Novartis September 2001 - January 2010
Roche Pharmaceuticals October 1996 - August 2001
Smith & Nephew Orthopaedics December 1993 - September 1996
Bristol-Myers Squibb March 1988 - November 1993
Kidder Peabody September 1985 - February 1988
RCA Corporation June 1980 - September 1985
Skills
Strategic Leadership, Pharmaceutical Industry, Managed Care, Oncology, Market Access, Pharmaceutical Sales, Sales Effectiveness, Managed Markets, Product Launch, Endocrinology, Cardiology, Cross-functional Team..., Neurology, Rheumatology, Hospital Sales, Diabetes, Health Economics, Segmentation, Urology, Clinical Development, Gastroenterology, Strategy, Infectious Diseases, Dermatology, Osteoporosis, Nephrology, Pharmacoeconomics, Therapeutic Areas, Value Propositions
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Finance
Novartis Oncology (Global) March 2013 - Present
Novartis Oncology January 2010 - February 2013
Novartis September 2001 - January 2010
Roche Pharmaceuticals October 1996 - August 2001
Smith & Nephew Orthopaedics December 1993 - September 1996
Bristol-Myers Squibb March 1988 - November 1993
Kidder Peabody September 1985 - February 1988
RCA Corporation June 1980 - September 1985
Skills
Strategic Leadership, Pharmaceutical Industry, Managed Care, Oncology, Market Access, Pharmaceutical Sales, Sales Effectiveness, Managed Markets, Product Launch, Endocrinology, Cardiology, Cross-functional Team..., Neurology, Rheumatology, Hospital Sales, Diabetes, Health Economics, Segmentation, Urology, Clinical Development, Gastroenterology, Strategy, Infectious Diseases, Dermatology, Osteoporosis, Nephrology, Pharmacoeconomics, Therapeutic Areas, Value Propositions
Education
Pace University - Lubin School of Business 1981 — 1985
MBA, Finance
Fairfield University 1976 — 1980
BS, Finance
Jayne Weliska Jayne Weliska's Kidder Peabody Experience May 1982 - January 1985
Job Financial Services Professional
Industry Financial Services
Experience
StockCross Financial September 2009 - January 2010
Hudson Securities June 2008 - September 2008
Broadpoint Securities February 2002 - May 2008
J P January 1991 - January 2001
Waterville Valley Resort January 1990 - January 1991
Account Pros January 1989 - January 1990
Hambrecht & Quist January 1986 - January 1988
Paine Webber January 1985 - January 1986
Kidder Peabody May 1982 - January 1985
Skills
Trading, Customer Relations, Negotiation, Equities, Series 7, Investment Banking, Bloomberg, Equity Trading, Securities, Research, Microsoft Office, Series 63, Customer Service, Excel, Word, Outlook, Hedge Funds, FINRA, Microsoft Excel, Microsoft Word
Education
Colby-Sawyer College
Bachelor of Arts
StockCross Financial September 2009 - January 2010
Hudson Securities June 2008 - September 2008
Broadpoint Securities February 2002 - May 2008
J P January 1991 - January 2001
Waterville Valley Resort January 1990 - January 1991
Account Pros January 1989 - January 1990
Hambrecht & Quist January 1986 - January 1988
Paine Webber January 1985 - January 1986
Kidder Peabody May 1982 - January 1985
Skills
Trading, Customer Relations, Negotiation, Equities, Series 7, Investment Banking, Bloomberg, Equity Trading, Securities, Research, Microsoft Office, Series 63, Customer Service, Excel, Word, Outlook, Hedge Funds, FINRA, Microsoft Excel, Microsoft Word
Education
Colby-Sawyer College
Bachelor of Arts
Alexey Kamenev Alexey Kamenev's Kidder Peabody Experience December 1989 - January 1995
Job Head Trader at Jump Trading LLC
Industry Financial Services
Experience
Jump Trading LLC October 2006 - Present
Amaranth March 2005 - October 2006
Citadel Investment Group September 2002 - March 2005
Kidder Peabody December 1989 - January 1995
Skills
Trading Systems
Education
Columbia Engineering 1997 — 1999
MS, Operations Research/Financial Engineering
Jump Trading LLC October 2006 - Present
Amaranth March 2005 - October 2006
Citadel Investment Group September 2002 - March 2005
Kidder Peabody December 1989 - January 1995
Skills
Trading Systems
Education
Columbia Engineering 1997 — 1999
MS, Operations Research/Financial Engineering
Stephen A. Tolbert Stephen A. Tolbert's Kidder Peabody Experience September 1985 - July 1988
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley November 2006 - February 2009
Prudential Securities July 1988 - March 2005
Kidder Peabody September 1985 - July 1988
Skills
Finance, Financial Reporting, Accounting, Managerial Finance, Analysis, Financial Analysis, Private Equity, Financial Services, Leadership, Securities, Strategic Planning, Budgets, Strategic Financial..., Event Planning, Business Analysis, Financial Management, Financial Planning
Education
Fairleigh Dickinson University 1981 — 1985
BA, Economics & Finance
Morgan Stanley November 2006 - February 2009
Prudential Securities July 1988 - March 2005
Kidder Peabody September 1985 - July 1988
Skills
Finance, Financial Reporting, Accounting, Managerial Finance, Analysis, Financial Analysis, Private Equity, Financial Services, Leadership, Securities, Strategic Planning, Budgets, Strategic Financial..., Event Planning, Business Analysis, Financial Management, Financial Planning
Education
Fairleigh Dickinson University 1981 — 1985
BA, Economics & Finance
Jay Beyda Jay Beyda's Kidder Peabody Experience October 1987 - June 1995
Job Financial Services Technology Professional
Industry Financial Services
Experience
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Consultant July 2013 - Present
Kurt Salmon Associates August 2010 - December 2012
Citi Global Wealth Management April 2006 - September 2008
Banc of America Securities August 2002 - April 2006
Lehman Brothers November 1999 - February 2001
Morgan Stanley April 1996 - November 1999
Bankers Trust July 1995 - April 1996
Kidder Peabody October 1987 - June 1995
Salomon Brothers September 1986 - October 1987
Merrill Lynch December 1983 - September 1986
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Risk Management, Trading Systems, IT Strategy, Hedge Funds, Business Analysis, Portfolio Management, Prime Brokerage, SDLC, Financial Risk, Electronic Trading, Program Management, Enterprise Architecture, PMO, Market Risk, Software Development, Management Consulting, Finance, Vendor Management, Management, CRM, Wealth Management, Equity Derivatives, Back Office, Project Portfolio..., Middle Office, FX Options, Options, Financial Markets, Credit Derivatives, Securities, Interest Rate..., Financial Services, Consulting
Education
Columbia University in the City of New York 1974 — 1978
BS, Computer Science
Tom Abrams Tom Abrams's Kidder Peabody Experience April 1994 - December 1994
Job MLP Analyst at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley November 2014 - Present
New York City January 2013 - November 2014
Columbia Management October 2003 - December 2012
Dreyfus April 2001 - August 2003
Credit Suisse First Boston July 1996 - November 2000
Oppenheimer & Co. January 1995 - June 1996
Kidder Peabody April 1994 - December 1994
Lord Abbett June 1984 - March 1994
Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting
Hamilton College
A.B., cum laude, Economics
Morgan Stanley November 2014 - Present
New York City January 2013 - November 2014
Columbia Management October 2003 - December 2012
Dreyfus April 2001 - August 2003
Credit Suisse First Boston July 1996 - November 2000
Oppenheimer & Co. January 1995 - June 1996
Kidder Peabody April 1994 - December 1994
Lord Abbett June 1984 - March 1994
Skills
Equity Research, Energy, Equities, Asset Managment, Portfolio Management, Financial Modeling, Oil & Gas Companies, Equity Valuation, Materials, MLP, Valuation, Strategy, Asset Management, Investment Management, Options, Investments, Hedge Funds, Alternative Investments, Capital Markets
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance, Accounting
Hamilton College
A.B., cum laude, Economics
Thomas Fox Thomas Fox's Kidder Peabody Experience February 1992 - April 1993
Job
Industry Computer Software
Experience
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Ellen M. Rhoades Ellen M. Rhoades's Kidder Peabody Experience 1992 - 1994
Job
Industry Staffing and Recruiting
Experience
Waverly Partners, LLC 2010 - Present
The Scotts Miracle-Gro Company May 2009 - December 2010
Limited Brands 2002 - 2009
Stratford Group 1997 - 2002
LexisNexis 1995 - 1997
Ernst & Young 1995 - 1995
Kidder Peabody 1992 - 1994
Booz Allen Hamilton 1991 - 1992
Skills
Executive Search, Professional Services, Talent Acquisition, Sourcing, Technical Recruiting, Applicant Tracking..., Talent Management, Recruiting, Strategic Sourcing, Candidate Generation, Onboarding, College Recruiting, Consulting, Interviews, Employee Relations, Performance Management, Management, Temporary Placement, Leadership, Employee Training, Strategy, Internet Recruiting, Human Resources, Employee Engagement, Organizational...
Education
Columbia University in the City of New York
MS, Library & Information Science
Penn State University
BA, English
Waverly Partners, LLC 2010 - Present
The Scotts Miracle-Gro Company May 2009 - December 2010
Limited Brands 2002 - 2009
Stratford Group 1997 - 2002
LexisNexis 1995 - 1997
Ernst & Young 1995 - 1995
Kidder Peabody 1992 - 1994
Booz Allen Hamilton 1991 - 1992
Skills
Executive Search, Professional Services, Talent Acquisition, Sourcing, Technical Recruiting, Applicant Tracking..., Talent Management, Recruiting, Strategic Sourcing, Candidate Generation, Onboarding, College Recruiting, Consulting, Interviews, Employee Relations, Performance Management, Management, Temporary Placement, Leadership, Employee Training, Strategy, Internet Recruiting, Human Resources, Employee Engagement, Organizational...
Education
Columbia University in the City of New York
MS, Library & Information Science
Penn State University
BA, English
Vin Bailey's Kidder Peabody Experience 1980 - 1983
Job Managing Director at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West May 2006 - March 2015
Bank of New York Asset Management 2001 - 2006
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1985 - 1995
Kidder Peabody 1980 - 1983
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics
Trust Company of the West May 2006 - March 2015
Bank of New York Asset Management 2001 - 2006
Credit Suisse Asset Management 1995 - 2000
BEA Associates 1985 - 1995
Kidder Peabody 1980 - 1983
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Equities, Investments, Asset Allocation, High Yield, Asset Management, Capital Markets, Structured Products, Derivatives, Bloomberg, Securities, Fund Of Funds, Mutual Funds, Sales, Client Services, Product Development, Sales Management, Marketing Strategy, Institutional...
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance, General
Columbia College (NY) 1977 — 1981
Bachelor of Arts (BA), Economics / Mathematical Statistics
Thomas Lips Thomas Lips's Kidder Peabody Experience June 1990 - December 1994
Job Managing Director Wealth Managment at UBS Financial Services
Industry Investment Management
Experience
UBS June 2000 - Present
Paine Webber January 1995 - June 2000
Kidder Peabody June 1990 - December 1994
Drexel Burnham Lambert January 1981 - June 1989
Trinity College May 1973 - December 1980
US Army April 1970 - December 1971
Education
Harvard Law School 1966 — 1969
Doctor of Law (J.D.)
Dartmouth College 1962 — 1966
Bachelor of Arts (B.A.)
UBS June 2000 - Present
Paine Webber January 1995 - June 2000
Kidder Peabody June 1990 - December 1994
Drexel Burnham Lambert January 1981 - June 1989
Trinity College May 1973 - December 1980
US Army April 1970 - December 1971
Education
Harvard Law School 1966 — 1969
Doctor of Law (J.D.)
Dartmouth College 1962 — 1966
Bachelor of Arts (B.A.)
Narayan Mani Narayan Mani's Kidder Peabody Experience December 1992 - December 1994
Job Head of Customer Success at MentorCloud
Industry Information Technology and Services
Experience
MentorCloud February 2015 - Present
Hudooku.com May 2013 - Present
Wipro February 2006 - April 2013
Infosys BPO September 2004 - December 2005
The Renoir Group January 2001 - July 2004
Broadcast India.com January 1999 - December 2000
Ziff Brothers Investments January 1995 - December 1998
Kidder Peabody December 1992 - December 1994
Skills
Strategy, Outsourcing, Business Strategy, Leadership, Capital Markets, Investment Banking, Financial Services, Management, BPO, Business Development, Business Process..., CRM, Business Transformation, Banking, Supply Chain Management, Business Analysis, Solution Architecture, Sales, Management Consulting, Program Management, Change Management, Service Delivery, Human Resources, Pre-sales, Team Management, New Business Development, Business Intelligence, Vendor Management, Finance, IT Strategy, Cloud Computing, Negotiation, Start-ups, Analytics, Product Management, Consulting, Venture Capital, Strategic Partnerships, Relationship Management, Business Process..., Business Process
Education
Drew University 1988 — 1992
Bachelor of Arts (B.A.), Economics, Political Science
St. Columbas 1973 — 1984
MentorCloud February 2015 - Present
Hudooku.com May 2013 - Present
Wipro February 2006 - April 2013
Infosys BPO September 2004 - December 2005
The Renoir Group January 2001 - July 2004
Broadcast India.com January 1999 - December 2000
Ziff Brothers Investments January 1995 - December 1998
Kidder Peabody December 1992 - December 1994
Skills
Strategy, Outsourcing, Business Strategy, Leadership, Capital Markets, Investment Banking, Financial Services, Management, BPO, Business Development, Business Process..., CRM, Business Transformation, Banking, Supply Chain Management, Business Analysis, Solution Architecture, Sales, Management Consulting, Program Management, Change Management, Service Delivery, Human Resources, Pre-sales, Team Management, New Business Development, Business Intelligence, Vendor Management, Finance, IT Strategy, Cloud Computing, Negotiation, Start-ups, Analytics, Product Management, Consulting, Venture Capital, Strategic Partnerships, Relationship Management, Business Process..., Business Process
Education
Drew University 1988 — 1992
Bachelor of Arts (B.A.), Economics, Political Science
St. Columbas 1973 — 1984
Scott McLaughlin Scott McLaughlin's Kidder Peabody Experience 1989 - 1991
Job Managing Director, SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
SunTrust Robinson Humphrey June 2015 - Present
Lazard Capital Markets May 2007 - March 2014
WR Hambrecht + Co 2003 - 2007
Citigroup March 2002 - October 2003
Hambrecht & Quist 1997 - 2001
Hyperion Software 1991 - 1995
Kidder Peabody 1989 - 1991
Skills
Series 7, Series 63, FINRA, Fixed Income, Series 24, Asset Management, Securities, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Investments, Finance, Equities, Investment Banking, Bloomberg, Alternative Investments, Financial Markets, Equity Trading, Private Equity, Equity Valuation, Valuation, Institutional..., Trading, Series 87, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance
Syracuse University
BS, Finance
Michael Vanin Michael Vanin's Kidder Peabody Experience February 1985 - August 1989
Job Chief Operating Officer and SVP of Sales at GXT Green
Industry Renewables & Environment
Experience
GXT Green December 2010 - Present
EMC March 1997 - December 2008
1105 Consulting February 1999 - December 2003
Mercury Wealth Management January 2002 - March 2003
Charles River School September 1999 - September 2002
St. Andrews Episcopal Church of Wellesley January 2000 - January 2001
Prudential Securities 1989 - 2001
EMC March 2000 - May 2000
Kidder Peabody February 1985 - August 1989
Green Vale School September 1976 - June 1985
Skills
Cross-functional Team..., Start-ups, Entrepreneurship, Business Development, Program Management, Business Planning, Leadership, Analytics, Enterprise Software, Strategy, Lead Generation, New Business Development, Team Leadership, Strategic Planning, Sales Management, Marketing, Business Analysis, Management, Product Development, Process Improvement, Sales, Forecasting, Integration, Product Management, SaaS, Cloud Computing, Business Strategy, Competitive Analysis, Finance, Solution Selling, Product Marketing, Executive Management, CRM, Budgets, Strategic Partnerships, P&L Management, Pricing, Product Launch, Management Consulting, Go-to-market Strategy, Professional Services, Salesforce.com, Mergers & Acquisitions, Consulting, Sales Operations
Education
University of Pennsylvania - The Wharton School 1990 — 1993
Columbia University in the City of New York 1985 — 1990
Masters
University at Albany, SUNY 1972 — 1976
BA
GXT Green December 2010 - Present
EMC March 1997 - December 2008
1105 Consulting February 1999 - December 2003
Mercury Wealth Management January 2002 - March 2003
Charles River School September 1999 - September 2002
St. Andrews Episcopal Church of Wellesley January 2000 - January 2001
Prudential Securities 1989 - 2001
EMC March 2000 - May 2000
Kidder Peabody February 1985 - August 1989
Green Vale School September 1976 - June 1985
Skills
Cross-functional Team..., Start-ups, Entrepreneurship, Business Development, Program Management, Business Planning, Leadership, Analytics, Enterprise Software, Strategy, Lead Generation, New Business Development, Team Leadership, Strategic Planning, Sales Management, Marketing, Business Analysis, Management, Product Development, Process Improvement, Sales, Forecasting, Integration, Product Management, SaaS, Cloud Computing, Business Strategy, Competitive Analysis, Finance, Solution Selling, Product Marketing, Executive Management, CRM, Budgets, Strategic Partnerships, P&L Management, Pricing, Product Launch, Management Consulting, Go-to-market Strategy, Professional Services, Salesforce.com, Mergers & Acquisitions, Consulting, Sales Operations
Education
University of Pennsylvania - The Wharton School 1990 — 1993
Columbia University in the City of New York 1985 — 1990
Masters
University at Albany, SUNY 1972 — 1976
BA
Efrem Sternbach's Kidder Peabody Experience 1992 - 1993
Job Risk Manager at Top Hedge Fund
Industry Capital Markets
Experience
Paulson & Co. January 2009 - Present
Sanno Point Capital Management April 2005 - August 2008
Wall Street Systems August 2002 - May 2004
General Re Securities February 2001 - February 2002
Biznum 1999 - 2000
Sanwa Financial Products 1995 - 1996
Chemical Bank 1993 - 1994
Kidder Peabody 1992 - 1993
Skills
Risk Management, Software Architect, Quantitative Modeling, C++, C#, Derivatives, Financial Modeling, Options, Trading, Equities, Hedge Funds, Credit Derivatives, VBA, Financial Markets, Structured Products, Portfolio Management, FX Options, Fixed Income, Capital Markets
Education
Ecole polytechnique 1989 — 1990
Post Doctoral Studies, Physics
University of California, Berkeley 1983 — 1989
PhD, Physics
Columbia University in the City of New York 1979 — 1983
bs, physics
Paulson & Co. January 2009 - Present
Sanno Point Capital Management April 2005 - August 2008
Wall Street Systems August 2002 - May 2004
General Re Securities February 2001 - February 2002
Biznum 1999 - 2000
Sanwa Financial Products 1995 - 1996
Chemical Bank 1993 - 1994
Kidder Peabody 1992 - 1993
Skills
Risk Management, Software Architect, Quantitative Modeling, C++, C#, Derivatives, Financial Modeling, Options, Trading, Equities, Hedge Funds, Credit Derivatives, VBA, Financial Markets, Structured Products, Portfolio Management, FX Options, Fixed Income, Capital Markets
Education
Ecole polytechnique 1989 — 1990
Post Doctoral Studies, Physics
University of California, Berkeley 1983 — 1989
PhD, Physics
Columbia University in the City of New York 1979 — 1983
bs, physics
A. Michelle Petigny A. Michelle Petigny's Kidder Peabody Experience 1986 - 1988
Job Payment Systems Consultant, Entrepreneur
Industry Financial Services
Experience
Amplitude 2010 - 2015
P3Works 2000 - 2005
Mitchell Madison Group 1994 - 1999
A.T. Kearney 1991 - 1994
McKinsey & Company 1988 - 1990
Kidder Peabody 1986 - 1988
Skills
Strategic Partnerships, Business Strategy, Banking, Mergers & Acquisitions, Strategy, Financial Services, Strategic Planning, Management Consulting, Payments, Product Management, Venture Capital, Mobile Payments, Executive Management, Business Development, Start-ups, E-commerce, Private Equity, Corporate Development, Entrepreneurship, Financial Modeling, Analytics, Crytocurrencies and the..., Decentralized Peer-to..., Bitcoin, Payment Systems, Payment Industry
Education
Dartmouth College
A.B., Policy Studies, Film
Smith College 1983 — 1983
Exchange Student
Amplitude 2010 - 2015
P3Works 2000 - 2005
Mitchell Madison Group 1994 - 1999
A.T. Kearney 1991 - 1994
McKinsey & Company 1988 - 1990
Kidder Peabody 1986 - 1988
Skills
Strategic Partnerships, Business Strategy, Banking, Mergers & Acquisitions, Strategy, Financial Services, Strategic Planning, Management Consulting, Payments, Product Management, Venture Capital, Mobile Payments, Executive Management, Business Development, Start-ups, E-commerce, Private Equity, Corporate Development, Entrepreneurship, Financial Modeling, Analytics, Crytocurrencies and the..., Decentralized Peer-to..., Bitcoin, Payment Systems, Payment Industry
Education
Dartmouth College
A.B., Policy Studies, Film
Smith College 1983 — 1983
Exchange Student
W Michael Hagens W Michael Hagens's Kidder Peabody Experience January 1994 - January 1996
Job President & CEO at Westwood Asset Management, LLC
Industry Investment Management
Experience
Westwood Asset Management, LLC January 1996 - Present
Kidder Peabody January 1994 - January 1996
Prudential-Bache Securities April 1990 - January 1994
Skills
Asset Management, Wealth Management, Investment Advisory, Financial Advisory, Strategy, Financial Planning, Asset Allocation, Portfolio Management, Financial Services, Retirement, Retirement Planning, 401k, Finance, Investments, Securities, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Life Insurance
Education
Drake University 1983 — 1988
Master of Business Administration (MBA), Finance
Iowa State University 1980 — 1983
Bachelor of Science (B.S.), Economics & Business Administration
Iowa Lakes Junior College 1979 — 1980
Economics & Business Administration
Westwood Asset Management, LLC January 1996 - Present
Kidder Peabody January 1994 - January 1996
Prudential-Bache Securities April 1990 - January 1994
Skills
Asset Management, Wealth Management, Investment Advisory, Financial Advisory, Strategy, Financial Planning, Asset Allocation, Portfolio Management, Financial Services, Retirement, Retirement Planning, 401k, Finance, Investments, Securities, Mutual Funds, Estate Planning, Insurance, Fixed Annuities, Life Insurance
Education
Drake University 1983 — 1988
Master of Business Administration (MBA), Finance
Iowa State University 1980 — 1983
Bachelor of Science (B.S.), Economics & Business Administration
Iowa Lakes Junior College 1979 — 1980
Economics & Business Administration
Bob Andres's Kidder Peabody Experience 1968 - December 1969
Job Senior Managing Partner at Andres Capital Management
Industry Financial Services
Experience
Andres Capital Management June 2015 - Present
The Andres Review January 2014 - Present
New Jobs for Massachusetts 2012 - Present
Envestnet, Inc January 2008 - January 2011
Martindale Andres July 1989 - 2000
Merrill Lynch Mortgage Capital 1985 - 1987
Merrill Lynch 1981 - 1985
Merrill Lynch 1971 - 1981
Merrill Lynch December 1969 - July 1971
Kidder Peabody 1968 - December 1969
Skills
Hedge Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Wealth Management, Vendor Management, Strategy, Mutual Funds, Series 7, Trading, Asset Managment, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Start-ups, Insurance, Financial Services, Mergers & Acquisitions, Capital Markets, Securities, Investment Advisory, Entrepreneurship, Alternative Investments
Education
Columbia University in the City of New York 1964 — 1968
Political Science
Andres Capital Management June 2015 - Present
The Andres Review January 2014 - Present
New Jobs for Massachusetts 2012 - Present
Envestnet, Inc January 2008 - January 2011
Martindale Andres July 1989 - 2000
Merrill Lynch Mortgage Capital 1985 - 1987
Merrill Lynch 1981 - 1985
Merrill Lynch 1971 - 1981
Merrill Lynch December 1969 - July 1971
Kidder Peabody 1968 - December 1969
Skills
Hedge Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Wealth Management, Vendor Management, Strategy, Mutual Funds, Series 7, Trading, Asset Managment, Asset Allocation, Fixed Income, Investment Strategies, Asset Management, Equities, Start-ups, Insurance, Financial Services, Mergers & Acquisitions, Capital Markets, Securities, Investment Advisory, Entrepreneurship, Alternative Investments
Education
Columbia University in the City of New York 1964 — 1968
Political Science
Kimberly A Gildea, CFP®'s Kidder Peabody Experience July 1988 - December 1994
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
Salomon Smith Barney January 1995 - January 2007
Kidder Peabody July 1988 - December 1994
Anchor National Financial Services October 1985 - July 1988
Skills
Finance, Tax Efficient Investing, Insurance, Retirement, Securities, Retirement Planning, Estate Planning Strategy, Financial Services, Investments
Education
Institute for Divorce Financial Analysts 2008 — 2009
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1988 — 1990
Certified Financial Planner, CFP Designation
West Virginia University 1979 — 1983
B.S., Business and Economics
Wells Fargo Advisors, LLC January 2007 - Present
Salomon Smith Barney January 1995 - January 2007
Kidder Peabody July 1988 - December 1994
Anchor National Financial Services October 1985 - July 1988
Skills
Finance, Tax Efficient Investing, Insurance, Retirement, Securities, Retirement Planning, Estate Planning Strategy, Financial Services, Investments
Education
Institute for Divorce Financial Analysts 2008 — 2009
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1988 — 1990
Certified Financial Planner, CFP Designation
West Virginia University 1979 — 1983
B.S., Business and Economics
Frank J. Jones Frank J. Jones's Kidder Peabody Experience 1983 - 1988
Job PROFESSOR, ACCOUNTING & FINANCE DEPARTMENT at COLLEGE OF BUSINESS, SAN JOSE STATE UNIVERSITY
Industry Higher Education
Experience
Private Ocean Wealth Management, L.L.C January 2008 - Present
College of Business, San Jose State Unniversity January 2003 - Present
ISE 2000 - November 2010
Integrated Financial and Insurance Services 2003 - 2007
The Guardian Life Insurance Company of America 1991 - 2002
Merrill Lynch 1989 - 1991
Barclays Dezoete Wedd Government Securities, Inc. 1988 - 1989
Kidder Peabody 1983 - 1988
New York Stock Exchange 1982 - 1983
Options Clearing Corporation 1982 - 1983
Skills
Investments, Derivatives, Portfolio Management, Equities, Wealth Management, Valuation, Mutual Funds, Strategic Financial..., Finance, Fixed Income, Options, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management
Education
Stanford University
Ph.D., Economics
University of Pittsburgh
M.B.A
Cornell University
M.S., Nuclear Engineering
University of Notre Dame
B.S., Engineering Physics
NASD Registrations
Securities Regulation
Private Ocean Wealth Management, L.L.C January 2008 - Present
College of Business, San Jose State Unniversity January 2003 - Present
ISE 2000 - November 2010
Integrated Financial and Insurance Services 2003 - 2007
The Guardian Life Insurance Company of America 1991 - 2002
Merrill Lynch 1989 - 1991
Barclays Dezoete Wedd Government Securities, Inc. 1988 - 1989
Kidder Peabody 1983 - 1988
New York Stock Exchange 1982 - 1983
Options Clearing Corporation 1982 - 1983
Skills
Investments, Derivatives, Portfolio Management, Equities, Wealth Management, Valuation, Mutual Funds, Strategic Financial..., Finance, Fixed Income, Options, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management
Education
Stanford University
Ph.D., Economics
University of Pittsburgh
M.B.A
Cornell University
M.S., Nuclear Engineering
University of Notre Dame
B.S., Engineering Physics
NASD Registrations
Securities Regulation
Linda Perrella Linda Perrella's Kidder Peabody Experience June 1983 - May 1992
Job College Planning Consultant and Essay Specialist who also guides studentathletes through recruiting process
Industry Higher Education
Experience
Perrella College Consulting January 2007 - Present
College Dream Team February 2008 - July 2011
Fairfield Capital Associates, Inc. June 1992 - June 1995
Kidder Peabody June 1983 - May 1992
Skills
Teaching, Public Speaking, Fundraising, Research, Marketing Communications, Marketing Strategy, Nonprofits, College Education..., Athletic Recruiting, College Applications, Community Outreach, Data Analysis, Leadership Development, PowerPoint, Entrepreneurship, Career Counseling, Leadership, Event Management, Microsoft Word
Education
Cornell University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Golden Gate University
Master of Science (M.S.) in Taxation, 1985
Perrella College Consulting January 2007 - Present
College Dream Team February 2008 - July 2011
Fairfield Capital Associates, Inc. June 1992 - June 1995
Kidder Peabody June 1983 - May 1992
Skills
Teaching, Public Speaking, Fundraising, Research, Marketing Communications, Marketing Strategy, Nonprofits, College Education..., Athletic Recruiting, College Applications, Community Outreach, Data Analysis, Leadership Development, PowerPoint, Entrepreneurship, Career Counseling, Leadership, Event Management, Microsoft Word
Education
Cornell University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Golden Gate University
Master of Science (M.S.) in Taxation, 1985
Margo Navage Padala Margo Navage Padala's Kidder Peabody Experience 1991 - 1994
Job Founder at MUSE~Inspired College Essays
Industry Writing and Editing
Experience
Two Touch Press/ "When I Was Jane" March 2014 - Present
MUSE. Inspired College Essays 2007 - Present
Prudential Financial 1995 - 2003
Kidder Peabody 1991 - 1994
Skills
College Essay..., Copy Editing, Proofreading, Substantive Editing, Developmental Editing
Education
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
The Loomis Chaffee School 1983 — 1987
Two Touch Press/ "When I Was Jane" March 2014 - Present
MUSE. Inspired College Essays 2007 - Present
Prudential Financial 1995 - 2003
Kidder Peabody 1991 - 1994
Skills
College Essay..., Copy Editing, Proofreading, Substantive Editing, Developmental Editing
Education
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), English Language and Literature, General
The Loomis Chaffee School 1983 — 1987
Alec Haverstick's Kidder Peabody Experience June 1985 - July 1987
Job Senior Wealth Advisor: Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Bessemer Trust August 2011 - Present
Boxwood Strategic Advisors May 2007 - August 2011
Morgan Stanley Trust Company NA August 2006 - May 2007
Deutsche Bank 2003 - 2006
Lehman Brothers 1991 - 2000
Prudential Securities July 1987 - January 1992
Kidder Peabody June 1985 - July 1987
Simpson Thacher & Bartlett LLP 1983 - 1985
Carter Ledyard & Milburn LLP May 1977 - January 1983
Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services
Education
Columbia Law School 1974 — 1977
JD, Private Client Law
Yale University 1970 — 1974
AB, American Studies
St. Paul's School 1965 — 1970
The Buckley School in New York City 1958 — 1965
Thomas Bourque's Kidder Peabody Experience September 1987 - May 1995
Job Inflammation Lead North America Payer Insights & Access at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2014 - Present
Pfizer June 2012 - May 2014
Pfizer August 2011 - June 2012
Pfizer May 2010 - July 2011
Pfizer March 2009 - April 2010
Pfizer June 2001 - February 2009
Pfizer April 2001 - May 2001
Pfizer September 1997 - February 2001
Pfizer June 1995 - August 1997
Kidder Peabody September 1987 - May 1995
Skills
Adjunct Professor -..., Pharmaceutical Industry, Urology, Strategy, Cross-functional Team..., Pharmaceutical Sales, Product Launch, Managed Care, Management, US Payer Strategy, Sales Effectiveness, Cardiology, Neurology, Oncology, Rheumatology, Pricing & Reimbursement, Global Market Access..., Payer Value Propositions, Business Planning, Sales Operations, Marketing, Hospital Sales, Sales, Healthcare, Pricing
Education
The Pennsylvania State University 1982 — 1985
BS, Finance
Felician College
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
Pfizer June 2014 - Present
Pfizer June 2012 - May 2014
Pfizer August 2011 - June 2012
Pfizer May 2010 - July 2011
Pfizer March 2009 - April 2010
Pfizer June 2001 - February 2009
Pfizer April 2001 - May 2001
Pfizer September 1997 - February 2001
Pfizer June 1995 - August 1997
Kidder Peabody September 1987 - May 1995
Skills
Adjunct Professor -..., Pharmaceutical Industry, Urology, Strategy, Cross-functional Team..., Pharmaceutical Sales, Product Launch, Managed Care, Management, US Payer Strategy, Sales Effectiveness, Cardiology, Neurology, Oncology, Rheumatology, Pricing & Reimbursement, Global Market Access..., Payer Value Propositions, Business Planning, Sales Operations, Marketing, Hospital Sales, Sales, Healthcare, Pricing
Education
The Pennsylvania State University 1982 — 1985
BS, Finance
Felician College
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship
Jim Hesson's Kidder Peabody Experience October 1984 - April 1988
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Edward Jones 2014 - Present
Edward Jones January 2014 - April 2014
A. H. Belo August 2007 - November 2013
The State Newspaper January 2000 - August 2007
Ellett Brothers Inc. November 1996 - January 2000
Columbia International University 1992 - November 1996
Bankers Trust July 1990 - February 1992
Bankers Trust April 1988 - February 1992
Kidder Peabody October 1984 - April 1988
Chemical Bank April 1984 - October 1984
Skills
Online Advertising, Project Management, SEO, Social Media, Vendor Management, HTML, Team Leadership, Strategic Planning, Team Building, Troubleshooting, Budget, Newspaper, Advertising, Email Marketing, Management, Budgets, Salesforce.com, E-commerce, Content Management, Digital Media, Analytics, Program Management, Publishing, Strategy, Leadership, Newspapers, Social Media Marketing, CMS, Online Marketing, Business Process..., Omniture, Enterprise Software, Sales, Web Content Management, Digital Marketing, B2B, Business Process, Web Analytics, CRM, IT Strategy, Executive Management, Digital Strategy, Strategic Partnerships, Networking, Product Management, ERP, SEM, Access, Mobile Marketing, Information Technology
Education
Columbia International University 1992 — 1996
Masters Program (DNF), Masters of Divinity
Nyack College 1975 — 1979
Bachelor or Arts, Music Education
Mark Loddo Mark Loddo's Kidder Peabody Experience May 1987 - May 1989
Job Account Executive at Swiss America Trading Corp.
Industry Financial Services
Experience
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Michael DeLorey, MBA, CFP Michael DeLorey, MBA, CFP's Kidder Peabody Experience June 1982 - December 1990
Job Certified Financial Planner, Investment Advisor and Registered Representative
Industry Financial Services
Experience
Prism Financial Group, LLC August 1993 - Present
AMA Investment Advisors January 1990 - August 1992
Kidder Peabody June 1982 - December 1990
Kidder Peabody August 1977 - June 1982
Education
United States Naval Academy 1966 — 1970
BS, Engineering, Management
National University 1977 — 1979
MBA, Financial Planning
College For Financial Planning 1990 — 1993
CFP, Financial Planning
Franklin High School, Franklin MA 1958 — 1962
H.S. Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Prism Financial Group, LLC August 1993 - Present
AMA Investment Advisors January 1990 - August 1992
Kidder Peabody June 1982 - December 1990
Kidder Peabody August 1977 - June 1982
Education
United States Naval Academy 1966 — 1970
BS, Engineering, Management
National University 1977 — 1979
MBA, Financial Planning
College For Financial Planning 1990 — 1993
CFP, Financial Planning
Franklin High School, Franklin MA 1958 — 1962
H.S. Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Murphy Wilson Murphy Wilson's Kidder Peabody Experience 1989 - 1995
Job Sales Associate at Keller Williams Midtown Direct
Industry Real Estate
Experience
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Natalie Fitzgerald Natalie Fitzgerald's Kidder Peabody Experience September 1990 - November 1994
Job Substitute Teacher at Easton Public Schools
Industry Real Estate
Experience
Easton Public Schools October 2012 - Present
Fitzgerald Properties March 2001 - Present
Carnes Creative January 2002 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 1999 - August 2001
Massachusetts Casualty Insurance Company March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - November 1994
Skills
Administration, Administrative Support, Coordinating Events, Customer Service, Event Planning, Real Estate, Customer Relations, Community Outreach, Non-profit..., Coordination, Education, Billing, Property Owners, Compliance Management, Operations, Compensation, Fundraising, Licensing, financial services, Regulatory Reporting, Insurance, Staff Training, Continuing Education, premium accounting, Financial Reporting, Scouting, Budgeting, Accounting, Lease Administration, Rental Properties, Maintenance Management, Client Services, Investment Properties, Legal Issues, Accounts Payable, Donations, Microsoft Office, PowerPoint, Excel, Community Relations, Rentals
Education
DePaul University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Barrington High School 1981 — 1985
Easton Public Schools October 2012 - Present
Fitzgerald Properties March 2001 - Present
Carnes Creative January 2002 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 1999 - August 2001
Massachusetts Casualty Insurance Company March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - November 1994
Skills
Administration, Administrative Support, Coordinating Events, Customer Service, Event Planning, Real Estate, Customer Relations, Community Outreach, Non-profit..., Coordination, Education, Billing, Property Owners, Compliance Management, Operations, Compensation, Fundraising, Licensing, financial services, Regulatory Reporting, Insurance, Staff Training, Continuing Education, premium accounting, Financial Reporting, Scouting, Budgeting, Accounting, Lease Administration, Rental Properties, Maintenance Management, Client Services, Investment Properties, Legal Issues, Accounts Payable, Donations, Microsoft Office, PowerPoint, Excel, Community Relations, Rentals
Education
DePaul University 1985 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Barrington High School 1981 — 1985
scott buckler scott buckler's Kidder Peabody Experience June 1984 - May 1988
Job
Industry Financial Services
Experience
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Eric Edmondson's Kidder Peabody Experience 1993 - 1995
Job
Industry Investment Banking
Experience
Seven Hills Partners LLC June 2001 - Present
ING Barings / Furman Selz 1995 - 2001
Kidder Peabody 1993 - 1995
Credit Suisse FirstBoston 1983 - 1993
Lehman Brothers Kuhn Loeb & Co. 1982 - 1984
J P Morgan & Co. 1977 - 1980
Skills
Capital Raising, Investment Banking, Venture Capital, Private Equity, Capital Markets, Mergers, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Restructuring, Mergers & Acquisitions, Corporate Development, Strategy, Corporate Governance, Entrepreneurship, Private Placements, LBO, M&A experience, Investments, Investor Relations, Equities
Education
Dartmouth College 1973 — 1977
A.B., History
University of Pennsylvania - The Wharton School 1981 — 1982
MBA, Finance
Seven Hills Partners LLC June 2001 - Present
ING Barings / Furman Selz 1995 - 2001
Kidder Peabody 1993 - 1995
Credit Suisse FirstBoston 1983 - 1993
Lehman Brothers Kuhn Loeb & Co. 1982 - 1984
J P Morgan & Co. 1977 - 1980
Skills
Capital Raising, Investment Banking, Venture Capital, Private Equity, Capital Markets, Mergers, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Restructuring, Mergers & Acquisitions, Corporate Development, Strategy, Corporate Governance, Entrepreneurship, Private Placements, LBO, M&A experience, Investments, Investor Relations, Equities
Education
Dartmouth College 1973 — 1977
A.B., History
University of Pennsylvania - The Wharton School 1981 — 1982
MBA, Finance
Laurence Hitchens's Kidder Peabody Experience 1992 - 1996
Job
Industry Financial Services
Experience
Goldman Sachs September 2004 - Present
Barclays Capital 2003 - 2004
Westdeutsche Landesbank Girozentrale- NY Branch 1999 - 2003
Fuji Bank Limited 1995 - 1999
Kidder Peabody 1992 - 1996
Skills
Derivatives, Fixed Income, Valuation, Financial Modeling, Bloomberg, Risk Management, Capital Markets
Education
New York University 2000 — 2003
Master's Degree, Economics
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Chartered Financial Analyst (CFA)
Energy Risk Professional (ERP)
Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP) - exam contributor
Goldman Sachs September 2004 - Present
Barclays Capital 2003 - 2004
Westdeutsche Landesbank Girozentrale- NY Branch 1999 - 2003
Fuji Bank Limited 1995 - 1999
Kidder Peabody 1992 - 1996
Skills
Derivatives, Fixed Income, Valuation, Financial Modeling, Bloomberg, Risk Management, Capital Markets
Education
New York University 2000 — 2003
Master's Degree, Economics
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (M.B.A.), Finance
Chartered Financial Analyst (CFA)
Energy Risk Professional (ERP)
Financial Risk Manager (FRM)
Global Association of Risk Professionals (GARP) - exam contributor
Enrique Vasquez's Kidder Peabody Experience 1992 - 1995
Job President and CEO at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists April 2012 - Present
Genworth Financial December 2004 - March 2012
GE Capital 2004 - 2004
GE Financial Assurance 2000 - 2004
GE Capital 1998 - 2000
GE 1995 - 1998
Kidder Peabody 1992 - 1995
Société Générale 1987 - 1992
Skills
Business Development, Investments, Finance, Strategic Financial..., Risk Management, Insurance, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Acquisition Integration, Process Improvement, Executive Management, Underwriting, Financial Risk, Management, Mergers, Thought Leadership, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Kean University 1984 — 1987
BS, Accounting
Cetera Financial Specialists April 2012 - Present
Genworth Financial December 2004 - March 2012
GE Capital 2004 - 2004
GE Financial Assurance 2000 - 2004
GE Capital 1998 - 2000
GE 1995 - 1998
Kidder Peabody 1992 - 1995
Société Générale 1987 - 1992
Skills
Business Development, Investments, Finance, Strategic Financial..., Risk Management, Insurance, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Asset Management, Financial Analysis, Mergers & Acquisitions, Securities, Financial Modeling, Acquisition Integration, Process Improvement, Executive Management, Underwriting, Financial Risk, Management, Mergers, Thought Leadership, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, International Finance
Kean University 1984 — 1987
BS, Accounting
Rob Van Genderen's Kidder Peabody Experience June 1989 - August 1989
Job Falls River Group
Industry Investment Banking
Experience
Falls River Group August 2015 - Present
Energy Advisors Group, Inc August 2012 - Present
KPMG Corporate Finance 2010 - 2012
Deutsche Bank 2003 - 2009
Merrill Lynch June 2000 - March 2003
Reynolds Metals January 1996 - January 2000
McHugh Construction January 1992 - December 1995
Kidder Peabody June 1989 - August 1989
Skills
Private Equity, Executive Management, Venture Capital, Investments, Strategy, Banking, Emerging Markets, Finance, Financial Modeling, Trading, Corporate Law, Business Strategy, Mergers, Corporate Finance, Due Diligence, Investment Banking, Equities, Valuation, Structured Finance, IPO, Restructuring, Mergers & Acquisitions, Capital Markets, Financial Structuring, Asset Management, Hedge Funds, Financial Analysis, Financial Markets, Project Finance, Derivatives, M&A experience, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Business Administration and Management, General
Dartmouth College 1987 — 1991
BA, Russian Studies
Deerfield Academy 1984 — 1987
High school
Falls River Group August 2015 - Present
Energy Advisors Group, Inc August 2012 - Present
KPMG Corporate Finance 2010 - 2012
Deutsche Bank 2003 - 2009
Merrill Lynch June 2000 - March 2003
Reynolds Metals January 1996 - January 2000
McHugh Construction January 1992 - December 1995
Kidder Peabody June 1989 - August 1989
Skills
Private Equity, Executive Management, Venture Capital, Investments, Strategy, Banking, Emerging Markets, Finance, Financial Modeling, Trading, Corporate Law, Business Strategy, Mergers, Corporate Finance, Due Diligence, Investment Banking, Equities, Valuation, Structured Finance, IPO, Restructuring, Mergers & Acquisitions, Capital Markets, Financial Structuring, Asset Management, Hedge Funds, Financial Analysis, Financial Markets, Project Finance, Derivatives, M&A experience, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Business Administration and Management, General
Dartmouth College 1987 — 1991
BA, Russian Studies
Deerfield Academy 1984 — 1987
High school
Gary Blemaster's Kidder Peabody Experience 1975 - 1991
Job Adjunct Professor at Georgetown University
Industry Education Management
Experience
Georgetown University 2014 - Present
Georgetown University 1999 - 2013
Merrill Lynch January 1992 - June 1999
Kidder, Peabody 1975 - 1991
Skills
Academic Administration, Public Speaking, Strategy, Higher Education, Student Affairs, Nonprofits, Management, Teaching, Data Analysis, Admissions, Research, Business Strategy, Financial Modeling, Government, Financial Analysis, Higher Education..., Policy Analysis, Management Consulting, Economics, Non-profits, Program Development, Valuation, Entrepreneurship, International Relations
Education
Columbia University in the City of New York 1988 — 1992
MA, American Studies
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1972 — 1973
MIPP, Latin American Studies
The Ohio State University 1969 — 1972
BA
Georgetown University 2014 - Present
Georgetown University 1999 - 2013
Merrill Lynch January 1992 - June 1999
Kidder, Peabody 1975 - 1991
Skills
Academic Administration, Public Speaking, Strategy, Higher Education, Student Affairs, Nonprofits, Management, Teaching, Data Analysis, Admissions, Research, Business Strategy, Financial Modeling, Government, Financial Analysis, Higher Education..., Policy Analysis, Management Consulting, Economics, Non-profits, Program Development, Valuation, Entrepreneurship, International Relations
Education
Columbia University in the City of New York 1988 — 1992
MA, American Studies
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1972 — 1973
MIPP, Latin American Studies
The Ohio State University 1969 — 1972
BA
Andrew Morey's Kidder Peabody Experience 1991 - 1993
Job Head of Small Cap Growth at LMCG Investments, LLC
Industry Investment Management
Experience
LMCG Investments, LLC January 2012 - Present
Crosswind Investments LLC November 2007 - January 2012
Tartan Partners LLC March 2005 - November 2007
State Street Research June 1995 - March 2005
Kidder Peabody 1991 - 1993
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
Vanderbilt University 1987 — 1991
BA, Economics
LMCG Investments, LLC January 2012 - Present
Crosswind Investments LLC November 2007 - January 2012
Tartan Partners LLC March 2005 - November 2007
State Street Research June 1995 - March 2005
Kidder Peabody 1991 - 1993
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
Vanderbilt University 1987 — 1991
BA, Economics
Scott Bondurant's Kidder Peabody Experience 1989 - 1995
Job Long/Short Strategist at UBS
Industry Investment Management
Experience
UBS Global Asset Management 2005 - Present
Morgan Stanley 1996 - 2005
Kidder Peabody 1989 - 1995
Education
Duke University 1987 — 1989
MBA
Stanford University 1978 — 1982
B.A., History
UBS Global Asset Management 2005 - Present
Morgan Stanley 1996 - 2005
Kidder Peabody 1989 - 1995
Education
Duke University 1987 — 1989
MBA
Stanford University 1978 — 1982
B.A., History
Susan Wolford's Kidder Peabody Experience 1981 - 1992
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
BMO Capital Markets 2001 - Present
Wachovia Securities 1997 - 2001
First Union Securities 1997 - 2001
PNC Bank 1992 - 1995
Kidder Peabody 1981 - 1992
Skills
Corporate Development, Mergers, Corporate Finance, Venture Capital, Investments, Financial Analysis, Mergers & Acquisitions, Valuation, Management, Investor Relations, Due Diligence, Private Equity, Investment Banking, Financial Modeling, Strategic Partnerships, M&A experience, Start-ups, Entrepreneurship, Portfolio Management, Strategy, Business Strategy, Strategic Planning, Capital Markets
Education
Columbia University - School of International and Public Affairs
Master of International Affairs, International Finance
Villanova University
Bachelor of Arts, History
Allen H Smith's Kidder Peabody Experience December 1982 - December 1994
Job Investment Management
Industry Financial Services
Experience
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
John Hoff, CFA's Kidder Peabody Experience 1981 - 1990
Job Director RBS Securities
Industry Financial Services
Experience
RBS August 2009 - Present
BGC Partners / Cantor Fitzgerald October 2006 - August 2009
Daiwa Securities October 2004 - May 2006
Bank of America April 2002 - October 2003
BNP Paribas March 2001 - April 2002
The Chase Manhattan Bank 1991 - 2001
Kidder Peabody 1981 - 1990
Goldman Sachs 1987 - 1989
Skills
Fixed Income, Financial Markets, Relationship Management, Securities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance / Accounting
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
RBS August 2009 - Present
BGC Partners / Cantor Fitzgerald October 2006 - August 2009
Daiwa Securities October 2004 - May 2006
Bank of America April 2002 - October 2003
BNP Paribas March 2001 - April 2002
The Chase Manhattan Bank 1991 - 2001
Kidder Peabody 1981 - 1990
Goldman Sachs 1987 - 1989
Skills
Fixed Income, Financial Markets, Relationship Management, Securities
Education
Columbia University - Columbia Business School 1980 — 1981
MBA, Finance / Accounting
Hobart and William Smith Colleges 1973 — 1977
BA, Economics
Douglas Arthur's Kidder Peabody Experience 1981 - 1994
Job at Evercore Partners
Industry Investment Management
Experience
Evercore Partners March 2010 - Present
Redhawk Capital October 2008 - April 2010
Three Chopt Capital August 2006 - September 2008
Morgan Stanley 1995 - May 2006
Kidder Peabody 1981 - 1994
Education
Colgate University 1974 — 1979
Evercore Partners March 2010 - Present
Redhawk Capital October 2008 - April 2010
Three Chopt Capital August 2006 - September 2008
Morgan Stanley 1995 - May 2006
Kidder Peabody 1981 - 1994
Education
Colgate University 1974 — 1979
Lawson McWhorter, CMT, CFA's Kidder Peabody Experience January 1994 - December 1994
Job Head of Research at Metolius Capital, LLC
Industry Investment Management
Experience
Metolius Capital, LLC April 2011 - Present
Invesco September 2005 - March 2011
Managed Quantitative Advisors August 2004 - August 2005
Balsam Capital Management, LLC January 2000 - December 2003
C.E. Unterberg, Towbin March 1998 - December 1999
Genesis Capital Management, LP July 1996 - December 1997
Jarrett Investment Research, Inc. January 1995 - June 1996
Kidder Peabody January 1994 - December 1994
Education
Davidson College 1989 — 1993
BA
Metolius Capital, LLC April 2011 - Present
Invesco September 2005 - March 2011
Managed Quantitative Advisors August 2004 - August 2005
Balsam Capital Management, LLC January 2000 - December 2003
C.E. Unterberg, Towbin March 1998 - December 1999
Genesis Capital Management, LP July 1996 - December 1997
Jarrett Investment Research, Inc. January 1995 - June 1996
Kidder Peabody January 1994 - December 1994
Education
Davidson College 1989 — 1993
BA
Stacy Turnof's Kidder Peabody Experience July 1994 - December 1994
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
BlackRock 2007 - Present
Merrill Lynch November 1998 - September 2007
Citi July 1998 - November 1998
Merrill Lynch October 1997 - April 1998
Chase Manhattan Bank January 1995 - January 1997
Kidder Peabody July 1994 - December 1994
Bankers Trust June 1993 - August 1993
Skills
Equities, Equity Research, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Private Equity, Bloomberg, Equity Valuation, Fixed Income, Series 7, Capital Markets, Asset Management, Securities, Series 63
Education
Columbia Business School 1997 — 1998
MBA, Finance
Columbia University in the City of New York 1990 — 1994
BA, Economics
Vinny Galgano's Kidder Peabody Experience 1992 - 1995
Job Managing Director at HSBC
Industry Financial Services
Experience
HSBC 2009 - Present
HSBC 2001 - 2009
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder Peabody 1992 - 1995
Skills
Derivatives, Capital Markets, Middle Office, Product Control, Credit Derivatives, Structured Products, Valuation, Prime Brokerage, Investment Banking, Fixed Income, Financial Markets, FX Options, Interest Rate..., Swaps, Hedge Funds, Equities, Bonds, Trading Systems
Education
Fairfield University 1988 — 1992
HSBC 2009 - Present
HSBC 2001 - 2009
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder Peabody 1992 - 1995
Skills
Derivatives, Capital Markets, Middle Office, Product Control, Credit Derivatives, Structured Products, Valuation, Prime Brokerage, Investment Banking, Fixed Income, Financial Markets, FX Options, Interest Rate..., Swaps, Hedge Funds, Equities, Bonds, Trading Systems
Education
Fairfield University 1988 — 1992
Haynes Chidsey's Kidder Peabody Experience 1990 - 1992
Job Partner at The Decatur Group
Industry Investment Management
Experience
The Decatur Group January 2013 - Present
The Decatur Group January 2005 - December 2012
ARC 1998 - 2004
Indosuez Capital 1992 - 1997
Kidder Peabody 1990 - 1992
Education
Emory University 1986 — 1990
The Decatur Group January 2013 - Present
The Decatur Group January 2005 - December 2012
ARC 1998 - 2004
Indosuez Capital 1992 - 1997
Kidder Peabody 1990 - 1992
Education
Emory University 1986 — 1990
Ana Duarte McCarthy's Kidder Peabody Experience 1994 - 1995
Job Chief Diversity Officer at Citi
Industry Financial Services
Experience
Citi 2000 - 2002
Citibank 1995 - 2000
Kidder Peabody 1994 - 1995
New School for Social Research 1985 - 1994
Passaic County Community College 1983 - 1985
Education
Columbia University in the City of New York 1981 — 1983
Masters Educ, Counseling Psychology
Lafayette College 1977 — 1981
Citi 2000 - 2002
Citibank 1995 - 2000
Kidder Peabody 1994 - 1995
New School for Social Research 1985 - 1994
Passaic County Community College 1983 - 1985
Education
Columbia University in the City of New York 1981 — 1983
Masters Educ, Counseling Psychology
Lafayette College 1977 — 1981
Frank Ambrosi's Kidder Peabody Experience June 1991 - February 1995
Job Director of Trading Scotia Capital Global Agent Lending
Industry Financial Services
Experience
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
Scotia Capital October 2009 - Present
Wachovia Global Securities Lending January 2004 - October 2009
Metropolitan West Securities October 1999 - December 2003
Merrill Lynch July 1997 - October 1999
Fischer Francis Trees & Watts, LLP February 1995 - September 1996
Kidder Peabody June 1991 - February 1995
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance/Marketing
Fordham University 1987 — 1991
BS, Finance
Xaverian High School 1983 — 1987
Immaculate Heart of Mary
JACK GAULT's Kidder Peabody Experience 1991 - 1995
Job Managing Director at Hanover Associates
Industry Investment Banking
Experience
Hanover Associates 1995 - Present
Kidder Peabody 1991 - 1995
COUNTY NATWEST 1989 - 1991
Lehman Brothers 1979 - 1988
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, FINANCE
University of Pennsylvania 1973 — 1974
POST GRADUATE IN BIOCHEMSITRY
Dartmouth College 1969 — 1973
BA, ENGLISH
Hanover Associates 1995 - Present
Kidder Peabody 1991 - 1995
COUNTY NATWEST 1989 - 1991
Lehman Brothers 1979 - 1988
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, FINANCE
University of Pennsylvania 1973 — 1974
POST GRADUATE IN BIOCHEMSITRY
Dartmouth College 1969 — 1973
BA, ENGLISH
Peg Quinn, CFP®'s Kidder Peabody Experience 1981 - 1996
Job Financial Advisor at Paradigm Wealth Management, LLC
Industry Investment Management
Experience
Paradigm Wealth Management, LLC February 2013 - Present
Whitnell & Company February 2012 - August 2012
Charles Schwab January 1996 - June 2011
Kidder Peabody 1981 - 1996
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Banking, ETFs, Mutual Funds
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Illinois State University
Bachelor of Science, Finance
Thornridge High School
Paradigm Wealth Management, LLC February 2013 - Present
Whitnell & Company February 2012 - August 2012
Charles Schwab January 1996 - June 2011
Kidder Peabody 1981 - 1996
Skills
Wealth Management, Strategic Financial..., High Net Worth..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Banking, ETFs, Mutual Funds
Education
College for Financial Planning 1998 — 2000
CFP Professional Education Program
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Illinois State University
Bachelor of Science, Finance
Thornridge High School
Jackie Knowlton's Kidder Peabody Experience September 1991 - May 1994
Job Consultant
Industry Financial Services
Experience
Anvil Capital Advisors December 1996 - Present
Newbridge Communications May 1995 - December 1996
Primedia May 1994 - May 1995
Kidder Peabody September 1991 - May 1994
Ernst & Whinney September 1986 - June 1989
Education
Harvard Business School 1989 — 1991
MBA
Colorado College 1982 — 1986
Anvil Capital Advisors December 1996 - Present
Newbridge Communications May 1995 - December 1996
Primedia May 1994 - May 1995
Kidder Peabody September 1991 - May 1994
Ernst & Whinney September 1986 - June 1989
Education
Harvard Business School 1989 — 1991
MBA
Colorado College 1982 — 1986
Winston Huie's Kidder Peabody Experience October 1982 - October 1994
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
AXA Advisors, LLC December 2004 - Present
Gruntal & Co October 1995 - October 2001
Furman Selz October 1994 - September 1995
Kidder Peabody October 1982 - October 1994
Kalb Voorhis & Co May 1976 - October 1982
Skills
Equities, Investments, Finance, Securities, Asset Management, Equity Trading, Wealth Management, Mutual Funds, Trading
Education
Columbia University in the City of New York 1977 — 1982
Scott Fauver's Kidder Peabody Experience July 1983 - July 1987
Job Partner at RoundTable Financial Group
Industry Financial Services
Experience
RoundTable Financial Group May 2014 - Present
Enclave Capital, LLC June 2011 - October 2013
Mitsubishi UFJ Securities January 2009 - March 2011
UBS Investment Bank August 1996 - April 2008
Robert Fleming July 1993 - July 1996
Baring Securities June 1990 - July 1993
Kidder Peabody July 1983 - July 1987
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Emerging Markets, Equity Research, Trading, Securities, Investments, Financial Markets, Valuation, Electronic Trading, Series 7
Education
Duke University - The Fuqua School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Vermont 1979 — 1983
BA, Economics & Political Science
RoundTable Financial Group May 2014 - Present
Enclave Capital, LLC June 2011 - October 2013
Mitsubishi UFJ Securities January 2009 - March 2011
UBS Investment Bank August 1996 - April 2008
Robert Fleming July 1993 - July 1996
Baring Securities June 1990 - July 1993
Kidder Peabody July 1983 - July 1987
Skills
Equities, Capital Markets, Hedge Funds, Investment Banking, Emerging Markets, Equity Research, Trading, Securities, Investments, Financial Markets, Valuation, Electronic Trading, Series 7
Education
Duke University - The Fuqua School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Vermont 1979 — 1983
BA, Economics & Political Science
Jacqueline Espinal's Kidder Peabody Experience 1992 - 1994
Job Management Consultant at JNE Consultants
Industry Management Consulting
Experience
JNE Consultants April 2010 - Present
91 Productions 2007 - Present
Deustche Bank 2008 - 2010
Credit Suisse First Boston 2000 - January 2007
Prudential Securities 1994 - 1997
Kidder Peabody 1992 - 1994
PricewaterhouseCoopers 1990 - 1994
Skills
Strategy, Strategic Partnerships, Leadership, Business Development, Change Management, Project Management, Strategic Planning, Recruiting, Talent Acquisition, Integration, Risk Management, Venture Capital, Strategic Communications, Private Equity, Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Process Improvement, Outsourcing Management, Offshore Operations
Education
Columbia University in the City of New York
Finance, Finance
Wellesley College
Political Science
JNE Consultants April 2010 - Present
91 Productions 2007 - Present
Deustche Bank 2008 - 2010
Credit Suisse First Boston 2000 - January 2007
Prudential Securities 1994 - 1997
Kidder Peabody 1992 - 1994
PricewaterhouseCoopers 1990 - 1994
Skills
Strategy, Strategic Partnerships, Leadership, Business Development, Change Management, Project Management, Strategic Planning, Recruiting, Talent Acquisition, Integration, Risk Management, Venture Capital, Strategic Communications, Private Equity, Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Process Improvement, Outsourcing Management, Offshore Operations
Education
Columbia University in the City of New York
Finance, Finance
Wellesley College
Political Science
Andrew Mola's Kidder Peabody Experience January 1991 - June 1995
Job Global Cash Management ING Financial
Industry Financial Services
Experience
ING Financial Services December 2013 - Present
Credit Suisse January 2011 - July 2013
Credit Suisse January 2007 - December 2011
Credit Suisse January 2002 - December 2006
Credit Suisse March 1997 - December 2002
MetLife Investment Management Company August 1995 - October 1996
Kidder Peabody January 1991 - June 1995
Kidder Peabody November 1986 - December 1990
Skills
Investments, Bloomberg, Financial Modeling, Contract Negotiation, Banking, Cash Management, Portfolio Management, Securities, Credit Risk, Trading, Analysis, Treasury Management, Credit, Loans, Funding, Corporate Finance, Cash Flow, Account Reconciliation, Operational Risk, FX Options, Valuation, Prime Brokerage, Credit Analysis, Options, Asset Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Marketing
ING Financial Services December 2013 - Present
Credit Suisse January 2011 - July 2013
Credit Suisse January 2007 - December 2011
Credit Suisse January 2002 - December 2006
Credit Suisse March 1997 - December 2002
MetLife Investment Management Company August 1995 - October 1996
Kidder Peabody January 1991 - June 1995
Kidder Peabody November 1986 - December 1990
Skills
Investments, Bloomberg, Financial Modeling, Contract Negotiation, Banking, Cash Management, Portfolio Management, Securities, Credit Risk, Trading, Analysis, Treasury Management, Credit, Loans, Funding, Corporate Finance, Cash Flow, Account Reconciliation, Operational Risk, FX Options, Valuation, Prime Brokerage, Credit Analysis, Options, Asset Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Marketing
Natalie Fitzgerald (Skorochod)'s Kidder Peabody Experience September 1990 - December 1994
Job Financial Services Professional
Industry Financial Services
Experience
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
John Hancock Signature Services January 1999 - August 2001
Massachusetts Casualty Insurance Co March 1997 - December 1998
Fidelity Investments December 1994 - March 1997
Kidder Peabody September 1990 - December 1994
Education
DePaul University 1987 — 1990
BS Business Administration & Management
Donald Ryan's Kidder Peabody Experience June 1992 - January 1994
Job Plan C...
Industry Hospital & Health Care
Experience
LPS Partners, Inc. August 2012 - March 2014
Chapdelaine Tullet Prebon, Inc. May 2009 - July 2012
Creditex Group Inc. October 2006 - October 2008
Tullett Prebon April 1996 - October 2006
Lazard Asset Management October 1994 - March 1995
Wertheim Schroeder Securities, Inc. January 1994 - October 1994
Kidder Peabody June 1992 - January 1994
RMJ Securities Japan December 1989 - October 1990
Prudential Bache Securities October 1987 - November 1989
Prudential Bache Securities February 1985 - October 1987
Skills
Fixed Income, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1991 — 1992
Master of Business Administration (MBA), Finance
St. Francis College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Fordham University 1978 — 1981
Liberal Arts
Xavier H.S. 1974 — 1978
College Prep
LPS Partners, Inc. August 2012 - March 2014
Chapdelaine Tullet Prebon, Inc. May 2009 - July 2012
Creditex Group Inc. October 2006 - October 2008
Tullett Prebon April 1996 - October 2006
Lazard Asset Management October 1994 - March 1995
Wertheim Schroeder Securities, Inc. January 1994 - October 1994
Kidder Peabody June 1992 - January 1994
RMJ Securities Japan December 1989 - October 1990
Prudential Bache Securities October 1987 - November 1989
Prudential Bache Securities February 1985 - October 1987
Skills
Fixed Income, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1991 — 1992
Master of Business Administration (MBA), Finance
St. Francis College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Fordham University 1978 — 1981
Liberal Arts
Xavier H.S. 1974 — 1978
College Prep
Mary Cerrone's Kidder Peabody Experience September 1985 - December 1994
Job Managing Director BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets September 1997 - Present
Yamaichi International Securities September 1995 - September 1997
Fuji Securities February 1995 - May 1995
Kidder Peabody September 1985 - December 1994
Northern Trust Corporation September 1983 - September 1985
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg, Financial Markets, Management, Account Management, Sales, Trust Services
Education
DePaul University 1979 — 1984
Master's Degree, Public Finance
BMO Capital Markets September 1997 - Present
Yamaichi International Securities September 1995 - September 1997
Fuji Securities February 1995 - May 1995
Kidder Peabody September 1985 - December 1994
Northern Trust Corporation September 1983 - September 1985
Skills
Fixed Income, Capital Markets, Derivatives, Bloomberg, Financial Markets, Management, Account Management, Sales, Trust Services
Education
DePaul University 1979 — 1984
Master's Degree, Public Finance
brett skolnik's Kidder Peabody Experience 1994 - 1994
Job Managing Director, Head of Healthcare M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Anil Kothari's Kidder Peabody Experience 1994 - 1994
Job Managing Director at Accenture
Industry Outsourcing/Offshoring
Experience
Accenture December 2013 - Present
Procurian (Now part of Accenture) February 2000 - December 2013
A.T. Kearney August 1995 - January 2000
Kidder Peabody 1994 - 1994
Kidder Peabody 1994 - 1994
Waste Management, Inc. May 1989 - May 1993
Skills
Outsourcing, Strategy, Business Development, Strategic Sourcing, Leadership, Business Strategy, Supply Chain, Cross-functional Team..., Marketing Strategy, Vendor Management, Consumer Products, Go-to-market Strategy, Supply Chain Management, Sales Management, Contract Negotiation, Program Management, Organizational Design, Mergers & Acquisitions, P&L Management, Operational Excellence, Market Growth
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Duke University 1988 — 1990
MEM, Environmental Management
Franklin & Marshall College 1984 — 1988
BA, Biology
Rutgers Prepatory School 1980 — 1984
HS Diploma
Accenture December 2013 - Present
Procurian (Now part of Accenture) February 2000 - December 2013
A.T. Kearney August 1995 - January 2000
Kidder Peabody 1994 - 1994
Kidder Peabody 1994 - 1994
Waste Management, Inc. May 1989 - May 1993
Skills
Outsourcing, Strategy, Business Development, Strategic Sourcing, Leadership, Business Strategy, Supply Chain, Cross-functional Team..., Marketing Strategy, Vendor Management, Consumer Products, Go-to-market Strategy, Supply Chain Management, Sales Management, Contract Negotiation, Program Management, Organizational Design, Mergers & Acquisitions, P&L Management, Operational Excellence, Market Growth
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Duke University 1988 — 1990
MEM, Environmental Management
Franklin & Marshall College 1984 — 1988
BA, Biology
Rutgers Prepatory School 1980 — 1984
HS Diploma
Steve Breckenridge's Kidder Peabody Experience 1992 - 1994
Job
Industry Investment Banking
Experience
Providence Advisors LLC 2000 - Present
Wachovia Securities (First Union Securities) 1996 - 2000
Chase Manhattan Corporation 1994 - 1996
Kidder Peabody 1992 - 1994
Toronto Dominion Bank 1990 - 1992
Manufacturers Hanover Trust Company 1986 - 1989
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Valuation, Finance, Financial Structuring, Recapitalizations, Private Placements, Management, Due Diligence, Start-ups, Negotiation, Capital Raising, Business Strategy, Financial Modeling, Middle Market
Education
University of Pennsylvania - The Wharton School
MBA
Duke University
AB
Providence Advisors LLC 2000 - Present
Wachovia Securities (First Union Securities) 1996 - 2000
Chase Manhattan Corporation 1994 - 1996
Kidder Peabody 1992 - 1994
Toronto Dominion Bank 1990 - 1992
Manufacturers Hanover Trust Company 1986 - 1989
Skills
Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Strategy, Valuation, Finance, Financial Structuring, Recapitalizations, Private Placements, Management, Due Diligence, Start-ups, Negotiation, Capital Raising, Business Strategy, Financial Modeling, Middle Market
Education
University of Pennsylvania - The Wharton School
MBA
Duke University
AB
Thomas Shattan's Kidder Peabody Experience 1990 - 1992
Job CoChairman at Shattan Mendel Enterprises
Industry Venture Capital & Private Equity
Experience
Shattan Mendel Enterprises January 2004 - Present
The Shattan Group 1996 - 2003
Prudential Securities 1992 - 1996
Kidder Peabody 1990 - 1992
Goldman Sachs 1978 - 1989
Chase Manhattan Bank June 1972 - December 1976
Skills
Merchant Banking, Private Equity, Structuring, Venture Capital, Investment Banking
Education
Columbia University - Columbia Business School 1977 — 1978
M.B.A., Finance
Harvard University 1968 — 1972
B.A. cum laude, Government
Shattan Mendel Enterprises January 2004 - Present
The Shattan Group 1996 - 2003
Prudential Securities 1992 - 1996
Kidder Peabody 1990 - 1992
Goldman Sachs 1978 - 1989
Chase Manhattan Bank June 1972 - December 1976
Skills
Merchant Banking, Private Equity, Structuring, Venture Capital, Investment Banking
Education
Columbia University - Columbia Business School 1977 — 1978
M.B.A., Finance
Harvard University 1968 — 1972
B.A. cum laude, Government
Patricia Brooker's Kidder Peabody Experience April 1985 - September 1988
Job Vice President of Operations at The Consortium, Inc.
Industry Mental Health Care
Experience
The Consortium, Inc. April 2002 - Present
The Consortium, Inc. April 2002 - September 2010
Horizon House, Inc. February 1992 - April 2002
McaFarlane Realty Investment Advisors October 1990 - February 1992
Horizon House, Inc. October 1988 - October 1990
Kidder Peabody April 1985 - September 1988
Skills
Leadership Development, Employee Relations, Employee Benefits, Conflict Resolution, Recruiting, Talent Management, Human Resources, Onboarding
Education
Michigan State University 1977 — 1981
Colorado Technical University
Bachelors, Business
The Consortium, Inc. April 2002 - Present
The Consortium, Inc. April 2002 - September 2010
Horizon House, Inc. February 1992 - April 2002
McaFarlane Realty Investment Advisors October 1990 - February 1992
Horizon House, Inc. October 1988 - October 1990
Kidder Peabody April 1985 - September 1988
Skills
Leadership Development, Employee Relations, Employee Benefits, Conflict Resolution, Recruiting, Talent Management, Human Resources, Onboarding
Education
Michigan State University 1977 — 1981
Colorado Technical University
Bachelors, Business
J. Wade Browne's Kidder Peabody Experience June 1987 - January 1995
Job Manager at Coleman River Capital, LLC
Industry Investment Management
Experience
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Scott Buckler's Kidder Peabody Experience June 1984 - June 1988
Job SVP at CWCapital
Industry Financial Services
Experience
CWCapital May 2003 - Present
Realtylogix 2000 - 2002
DLJ June 1988 - March 1997
Kidder Peabody June 1984 - June 1988
Skills
Structured Finance, CMBS, High-End VBA Programming, MSR Valuation, FInancial Forecasting, Commercial Mortgage..., Derivatives, Conduit Securitization, Securitization
Education
Drexel University - LeBow College of Business
Bachelors, FInance, Computers Systems Mgmt
CWCapital May 2003 - Present
Realtylogix 2000 - 2002
DLJ June 1988 - March 1997
Kidder Peabody June 1984 - June 1988
Skills
Structured Finance, CMBS, High-End VBA Programming, MSR Valuation, FInancial Forecasting, Commercial Mortgage..., Derivatives, Conduit Securitization, Securitization
Education
Drexel University - LeBow College of Business
Bachelors, FInance, Computers Systems Mgmt
J Douglas Newman's Kidder Peabody Experience August 1982 - January 1995
Job SVP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2000 - Present
PaineWebber January 1995 - November 2000
Kidder Peabody August 1982 - January 1995
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Columbia University in the City of New York 1973 — 1977
BA, Philosophy
UBS Financial Services November 2000 - Present
PaineWebber January 1995 - November 2000
Kidder Peabody August 1982 - January 1995
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Columbia University in the City of New York 1973 — 1977
BA, Philosophy
Charles Bishop's Kidder Peabody Experience August 1987 - February 1993
Job Portfolio Manager
Industry Investment Management
Experience
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
AIG Asset Management Group April 2010 - Present
Third Avenue Management November 2009 - March 2010
Credit Suisse October 2007 - October 2008
INVESCO February 1993 - October 2007
Kidder Peabody August 1987 - February 1993
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1979 — 1983
BS, Computer Science, Economics
Neil Margolin's Kidder Peabody Experience 1986 - 1994
Job Managing Director Global Head of Rates Technology at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2014 - Present
RBC Capital Markets July 2011 - December 2013
Deutsche Bank 1995 - 2011
Kidder Peabody 1986 - 1994
Skills
Market Data, Trading Systems, Electronic Trading, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Risk Management, Investment Banking, Management, Options, Equities, Structured Products, Trading, Interest Rate..., Equity Derivatives, Middle Office, Hedge Funds, Financial Markets, Bloomberg, FX Options, Market Risk, Bonds, Swaps, Prime Brokerage
Education
Duke University 1983 — 1986
BA, Political Science & Economics
RBC Capital Markets January 2014 - Present
RBC Capital Markets July 2011 - December 2013
Deutsche Bank 1995 - 2011
Kidder Peabody 1986 - 1994
Skills
Market Data, Trading Systems, Electronic Trading, Fixed Income, Derivatives, Capital Markets, Credit Derivatives, Risk Management, Investment Banking, Management, Options, Equities, Structured Products, Trading, Interest Rate..., Equity Derivatives, Middle Office, Hedge Funds, Financial Markets, Bloomberg, FX Options, Market Risk, Bonds, Swaps, Prime Brokerage
Education
Duke University 1983 — 1986
BA, Political Science & Economics
Saurabh Kapadia's Kidder Peabody Experience 1994 - 1995
Job Partner and Senior Analyst at Corre Partners Management, LLC
Industry Investment Management
Experience
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Corre Partners Management, LLC 2010 - Present
Banc of America Securities 2003 - 2009
Morgan Stanley 1998 - 2002
Cowen and Company 1995 - 1997
Kidder Peabody 1994 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Hedge Funds, LBO, Corporate Finance, Mergers, Investments, Equity Research, Corporate Development, Bloomberg, Financial Structuring, Emerging Markets, Mergers & Acquisitions, Fixed Income, M&A experience
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA, Economics
Choate Rosemary Hall 1986 — 1990
Chris Harms's Kidder Peabody Experience January 1980 - January 1981
Job Portfolio Manager, CoHead Relative Return Group,Vice President at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
Loomis Sayles August 2010 - Present
CapitalSource July 2006 - February 2010
MacKay Shields October 1991 - July 2006
Bear Stearns Asset Management January 1986 - January 1991
Mellon Bank /Girard Bank January 1981 - January 1986
Kidder Peabody January 1980 - January 1981
Skills
Fixed Income, Portfolio Management
Education
Drexel University 1981 — 1983
MBA, International Business
Villanova University
BSBA, Finance
Anne Dowd Moretti's Kidder Peabody Experience 1989 - 1991
Job Licensed Associate Broker at Sothebys International Realty
Industry Real Estate
Experience
Sothebys International Realty February 2003 - Present
Kidder Peabody 1989 - 1991
Irving Trust Company, Irving Securities Inc. 1982 - 1989
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University
BSFS, Foreign Service
Sothebys International Realty February 2003 - Present
Kidder Peabody 1989 - 1991
Irving Trust Company, Irving Securities Inc. 1982 - 1989
Education
Columbia University - School of International and Public Affairs 1980 — 1982
MIA, International Economics, Chinese Language
Georgetown University
BSFS, Foreign Service
George Iwanicki's Kidder Peabody Experience March 1987 - May 1992
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 1992 - Present
Kidder Peabody March 1987 - May 1992
Skills
Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Asset Allocation, Investment Strategies, Financial Markets, Mutual Funds, Wealth Management, Emerging Markets
Education
Columbia University in the City of New York 1983 — 1986
Master of Philosophy (MPhil), Economics
SUNY Oneonta 1979 — 1983
Bachelor of Arts (B.A.), Mathematics/Economics
J.P. Morgan Asset Management May 1992 - Present
Kidder Peabody March 1987 - May 1992
Skills
Equities, Asset Management, Investments, Portfolio Management, Capital Markets, Asset Allocation, Investment Strategies, Financial Markets, Mutual Funds, Wealth Management, Emerging Markets
Education
Columbia University in the City of New York 1983 — 1986
Master of Philosophy (MPhil), Economics
SUNY Oneonta 1979 — 1983
Bachelor of Arts (B.A.), Mathematics/Economics
J. Randall Parker's Kidder Peabody Experience 1985 - 1994
Job Vice PresidentTreasurer & CFO at PharmRight Corporation
Industry Investment Banking
Experience
PharmRight Corporation August 2013 - Present
JR Parker & Co. April 2003 - Present
Lehman Brothers February 2001 - December 2002
JP Morgan 1994 - 2001
Kidder Peabody 1985 - 1994
Skills
Strategic Planning, Financial Analysis, Accounting, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Investments, Mergers, Valuation, Venture Capital, Financial Modeling, Capital Structure, Restructuring, Capital Markets, Capital Raising, Financial Structuring, Securitization, LBO, Hedge Funds, Private Placements, Structured Finance, DCF
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Accounting, Finance
Denison University 1981 — 1985
Bacherlor of Arts, Economics
PharmRight Corporation August 2013 - Present
JR Parker & Co. April 2003 - Present
Lehman Brothers February 2001 - December 2002
JP Morgan 1994 - 2001
Kidder Peabody 1985 - 1994
Skills
Strategic Planning, Financial Analysis, Accounting, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Investments, Mergers, Valuation, Venture Capital, Financial Modeling, Capital Structure, Restructuring, Capital Markets, Capital Raising, Financial Structuring, Securitization, LBO, Hedge Funds, Private Placements, Structured Finance, DCF
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Accounting, Finance
Denison University 1981 — 1985
Bacherlor of Arts, Economics
Chris H. Bartlett's Kidder Peabody Experience April 1985 - November 1987
Job Partner at Brown Advisory
Industry Financial Services
Experience
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Brown Advisory October 2012 - Present
Wells Fargo Securities May 2005 - August 2012
Wells Fargo Securities June 1999 - August 2012
Alex Brown & Sons November 1987 - June 1999
Kidder Peabody April 1985 - November 1987
Bunge December 1983 - March 1985
Skills
Securities, Equity Trading, Investment Banking, Equities, FINRA, Investments
Education
Denison University 1979 — 1983
BA, History
The Pingry School 1973 — 1979
Kirsten Keating's Kidder Peabody Experience 1989 - 1991
Job Employee Relations Associate General Counsel at Freddie Mac
Industry Financial Services
Experience
Freddie Mac April 2013 - Present
Freddie Mac June 2011 - March 2013
U.S. Department of Defense June 2009 - June 2011
Ballard Spahr Andrews & Ingersoll, LLP September 1998 - May 2009
Fitzpatrick & Associates 1997 - 1998
Tamkin & Hochberg, LLP 1995 - 1997
Greater Boston Legal Services 1994 - 1995
Kidder Peabody 1989 - 1991
Skills
Commercial Litigation, Non-profits, Internal Investigations, Employment Law, Employee Relations, Compliance, HR Policies, Advisor, Advocacy, Legal Advice, Mediation, Recruiting, Performance Management, Human Resources, Training, FMLA, Courts, Nonprofits, Policy, Legal Research
Education
University of Cincinnati College of Law 1991 — 1994
JD
Colgate University 1985 — 1989
BS, Political Science
Freddie Mac April 2013 - Present
Freddie Mac June 2011 - March 2013
U.S. Department of Defense June 2009 - June 2011
Ballard Spahr Andrews & Ingersoll, LLP September 1998 - May 2009
Fitzpatrick & Associates 1997 - 1998
Tamkin & Hochberg, LLP 1995 - 1997
Greater Boston Legal Services 1994 - 1995
Kidder Peabody 1989 - 1991
Skills
Commercial Litigation, Non-profits, Internal Investigations, Employment Law, Employee Relations, Compliance, HR Policies, Advisor, Advocacy, Legal Advice, Mediation, Recruiting, Performance Management, Human Resources, Training, FMLA, Courts, Nonprofits, Policy, Legal Research
Education
University of Cincinnati College of Law 1991 — 1994
JD
Colgate University 1985 — 1989
BS, Political Science
Clara Albanese Heffernan's Kidder Peabody Experience 1989 - 1993
Job Director Human Resources at Coordinated Health
Industry Information Technology and Services
Experience
Coordinated Health August 2014 - Present
Coordinated Health April 2014 - August 2014
CherryRoad Technologies 2011 - 2013
CherryRoad Technologies 2011 - 2011
CRGT Inc. 2008 - 2011
CherryRoad Technologies 2000 - 2008
CherryRoad Technologies 1995 - 2000
CherryRoad Technologies 1993 - 1995
Kidder Peabody 1989 - 1993
Dun & Bradstreet 1986 - 1989
Skills
Strategic Human..., Operations Management, Performance Management, Revenue & Profit Growth, Cost Control, Increase Productivity, Employee Relations, Corporate Communications, Talent Management, Resource Allocation, Resource Optimization, Compensation & Benefits..., Employee Engagement, Talent Acquisition, Employee Training, Onboarding, Change Management, Project Management, HR Policies
Education
Fairfield University
Bachelor of Science (BS), School of Business - Management Information Systems
Coordinated Health August 2014 - Present
Coordinated Health April 2014 - August 2014
CherryRoad Technologies 2011 - 2013
CherryRoad Technologies 2011 - 2011
CRGT Inc. 2008 - 2011
CherryRoad Technologies 2000 - 2008
CherryRoad Technologies 1995 - 2000
CherryRoad Technologies 1993 - 1995
Kidder Peabody 1989 - 1993
Dun & Bradstreet 1986 - 1989
Skills
Strategic Human..., Operations Management, Performance Management, Revenue & Profit Growth, Cost Control, Increase Productivity, Employee Relations, Corporate Communications, Talent Management, Resource Allocation, Resource Optimization, Compensation & Benefits..., Employee Engagement, Talent Acquisition, Employee Training, Onboarding, Change Management, Project Management, HR Policies
Education
Fairfield University
Bachelor of Science (BS), School of Business - Management Information Systems
Antoinette La Belle's Kidder Peabody Experience November 1987 - July 1995
Job Managing Director, Network Partnerships at Growth Philanthropy Network
Industry Nonprofit Organization Management
Experience
Growth Philanthropy Network January 2014 - Present
Civic Ventures November 2010 - January 2014
Lehman Brothers August 1995 - May 2008
Kidder Peabody November 1987 - July 1995
Manufacturers Hanover Trust June 1981 - November 1987
United Research Company January 1979 - June 1981
Skills
Organizational..., Non-profits, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Executive Coaching, Employee Engagement, Management, Entrepreneurship, Program Development, Leadership, Program Management, Strategy, Human Resources, Management Consulting, Philanthropy, Public Speaking, Strategic Communications
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
Doctorate, Management
Fordham Gabelli School of Business 1995 — 1997
MBA, Management
Marymount College
BS, Business Administration
Growth Philanthropy Network January 2014 - Present
Civic Ventures November 2010 - January 2014
Lehman Brothers August 1995 - May 2008
Kidder Peabody November 1987 - July 1995
Manufacturers Hanover Trust June 1981 - November 1987
United Research Company January 1979 - June 1981
Skills
Organizational..., Non-profits, Leadership Development, Strategic Planning, Fundraising, Nonprofits, Executive Coaching, Employee Engagement, Management, Entrepreneurship, Program Development, Leadership, Program Management, Strategy, Human Resources, Management Consulting, Philanthropy, Public Speaking, Strategic Communications
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
Doctorate, Management
Fordham Gabelli School of Business 1995 — 1997
MBA, Management
Marymount College
BS, Business Administration
Gail Matthew's Kidder Peabody Experience 1981 - 1987
Job Portfolio Administrator at Fred Alger Management
Industry Financial Services
Experience
Fred Alger Management Portfolio AdministratorW.R. Huff Asset ManagementOctober 1992 - March 2007
kidder Peabody 1981 - 1987
Skills
Securities, Mutual Funds, Alternative Investments, Asset Allocation
Education
Fairleigh Dickinson University 1977 — 1981
Elementary Education
Fairleigh Dickinson University 1977 — 1981
elementary education
SIMSBURY HIGH SCHOOL 1973 — 1977
Fred Alger Management Portfolio AdministratorW.R. Huff Asset ManagementOctober 1992 - March 2007
kidder Peabody 1981 - 1987
Skills
Securities, Mutual Funds, Alternative Investments, Asset Allocation
Education
Fairleigh Dickinson University 1977 — 1981
Elementary Education
Fairleigh Dickinson University 1977 — 1981
elementary education
SIMSBURY HIGH SCHOOL 1973 — 1977
Andrew Kligerman's Kidder Peabody Experience 1994 - 1994
Job Life Insurance Equity Research and Investing
Industry Research
Experience
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
Arnold Zipper's Kidder Peabody Experience June 1989 - August 1990
Job Shareholder at Gray Robinson, P.A.
Industry Legal Services
Experience
Gray Robinson, P.A. March 2014 - Present
Fowler White Boggs P.A. August 2009 - March 2014
Hodgson Russ LLP May 2005 - March 2009
GMP Companies May 2002 - March 2005
Holland & Knight LLP October 1994 - May 2002
Wolf Block September 1993 - September 1994
Kidder Peabody June 1989 - August 1990
Skills
Securities Regulation, Mergers, SEC filings, Corporate Finance, Corporate Governance, Cross Border, Transactional Analysis, Corporate Law, IPO
Education
Georgetown University Law Center 1990 — 1993
JD, Law
Harvard University 1987 — 1989
AB, History
Columbia University in the City of New York 1985 — 1987
Gray Robinson, P.A. March 2014 - Present
Fowler White Boggs P.A. August 2009 - March 2014
Hodgson Russ LLP May 2005 - March 2009
GMP Companies May 2002 - March 2005
Holland & Knight LLP October 1994 - May 2002
Wolf Block September 1993 - September 1994
Kidder Peabody June 1989 - August 1990
Skills
Securities Regulation, Mergers, SEC filings, Corporate Finance, Corporate Governance, Cross Border, Transactional Analysis, Corporate Law, IPO
Education
Georgetown University Law Center 1990 — 1993
JD, Law
Harvard University 1987 — 1989
AB, History
Columbia University in the City of New York 1985 — 1987
Calvin Chrisman's Kidder Peabody Experience August 1975 - January 1995
Job President at Ridgewood Partners, LLC
Industry Management Consulting
Experience
Ridgewood Partners, LLC January 2004 - Present
AirTV Limited January 2001 - December 2004
Brenner Securities Corporation February 1995 - December 1999
Kidder Peabody August 1975 - January 1995
Skills
Capital Markets, Mergers, Entrepreneurship, Balance Sheet, Private Equity, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Investment Banking, Financial Modeling, Investments, Valuation, Start-ups, Financial Analysis, Equities, Finance, Mergers & Acquisitions, Business Planning, Financial Structuring, Strategic Partnerships, Restructuring, New Business Development, Business Strategy, Strategy, Management, Leadership, Financial Services, Emerging Markets
Education
Harvard Business School 1973 — 1975
MBA, Finance
Duke University 1965 — 1969
Bachelor of Arts, Accounting
Ridgewood Partners, LLC January 2004 - Present
AirTV Limited January 2001 - December 2004
Brenner Securities Corporation February 1995 - December 1999
Kidder Peabody August 1975 - January 1995
Skills
Capital Markets, Mergers, Entrepreneurship, Balance Sheet, Private Equity, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Investment Banking, Financial Modeling, Investments, Valuation, Start-ups, Financial Analysis, Equities, Finance, Mergers & Acquisitions, Business Planning, Financial Structuring, Strategic Partnerships, Restructuring, New Business Development, Business Strategy, Strategy, Management, Leadership, Financial Services, Emerging Markets
Education
Harvard Business School 1973 — 1975
MBA, Finance
Duke University 1965 — 1969
Bachelor of Arts, Accounting
Peter McGowan's Kidder Peabody Experience 1984 - 1988
Job Managing Director at Bengur Bryan & Co., Inc.
Industry Financial Services
Experience
Bengur Bryan & Co., Inc. March 2014 - Present
Marcum Cronus Partners LLC May 2011 - January 2014
RBC Capital Markets July 2008 - September 2009
Ferris Baker, Watts May 2004 - July 2008
Lehman Bros 2000 - 2002
Alex Brown 1988 - 2000
Kidder Peabody 1984 - 1988
Kidder Peabody 1984 - 1988
Skills
Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Leveraged Finance, Asset Managment, Due Diligence, Investments, Series 7, Divestitures, Debt Restructuring, Mezzanine, IPO, Portfolio Management, Capital Raising, Private Placements, Restructuring, Emerging Markets, Business Valuation, Financial Advisory, Bloomberg, Financial Markets, Securities, M&A experience, Bonds, Asset Management, Equity Research, Investment Management, Equity Capital Markets, Financial Structuring, Start-ups, Project Finance, Structured Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Georgetown University 1972 — 1976
BA, History
Bengur Bryan & Co., Inc. March 2014 - Present
Marcum Cronus Partners LLC May 2011 - January 2014
RBC Capital Markets July 2008 - September 2009
Ferris Baker, Watts May 2004 - July 2008
Lehman Bros 2000 - 2002
Alex Brown 1988 - 2000
Kidder Peabody 1984 - 1988
Kidder Peabody 1984 - 1988
Skills
Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Leveraged Finance, Asset Managment, Due Diligence, Investments, Series 7, Divestitures, Debt Restructuring, Mezzanine, IPO, Portfolio Management, Capital Raising, Private Placements, Restructuring, Emerging Markets, Business Valuation, Financial Advisory, Bloomberg, Financial Markets, Securities, M&A experience, Bonds, Asset Management, Equity Research, Investment Management, Equity Capital Markets, Financial Structuring, Start-ups, Project Finance, Structured Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1978 — 1980
MBA, Finance
Georgetown University 1972 — 1976
BA, History
Marc Schneider's Kidder Peabody Experience July 1994 - December 1994
Job Managing Partner, BWT Professional Trading
Industry Capital Markets
Experience
BWT Professional Trading October 2005 - Present
Refco January 2003 - October 2005
Bank of America November 1999 - January 2003
Rosenthal Collins Group January 1999 - November 1999
Aubrey Lanston March 1998 - December 1998
Salomon Smith Barney March 1995 - March 1998
Kidder Peabody July 1994 - December 1994
Skills
Trading, Equities, Investments, Portfolio Management, Derivatives, Capital Markets, Fixed Income, Risk Management, Financial Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Virginia 1987 — 1991
Bachelor of Science (BS), Finance, General
BWT Professional Trading October 2005 - Present
Refco January 2003 - October 2005
Bank of America November 1999 - January 2003
Rosenthal Collins Group January 1999 - November 1999
Aubrey Lanston March 1998 - December 1998
Salomon Smith Barney March 1995 - March 1998
Kidder Peabody July 1994 - December 1994
Skills
Trading, Equities, Investments, Portfolio Management, Derivatives, Capital Markets, Fixed Income, Risk Management, Financial Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
University of Virginia 1987 — 1991
Bachelor of Science (BS), Finance, General
Sheryl Koepke's Kidder Peabody Experience November 1993 - November 1994
Job Vice President, Sales National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Fidelity Investments June 1995 - Present
Kidder Peabody November 1993 - November 1994
Merrill Lynch September 1984 - February 1990
Education
Columbia University - Columbia Business School 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA, Psychology
Fernando Rene Mendez's Kidder Peabody Experience June 1991 - December 1994
Job Partner, Pinehouse Capital, LLC
Industry Investment Banking
Experience
Pinehouse Capital, LLC December 2013 - Present
Natixis Capital Markets 2009 - July 2013
IXIS Capital Markets 2001 - 2008
Paine Webber December 1994 - March 2001
Kidder Peabody June 1991 - December 1994
Security Pacific Bank September 1987 - June 1991
Skills
Portfolio Management, Securitization, CMBS, Finance, Trading, Management, Capital Markets, Fixed Income, Structured Finance, Structured Products, Investment Banking, Financial Structuring, MBS, Hedge Funds, Loans, ABS
Education
The University of Chicago 1985 — 1987
MBA, Finance
London School of Economics and Political Science 1983 — 1985
M.Sc., Economics
Cornell University 1979 — 1983
BS, Economics
Seven Hills
Pinehouse Capital, LLC December 2013 - Present
Natixis Capital Markets 2009 - July 2013
IXIS Capital Markets 2001 - 2008
Paine Webber December 1994 - March 2001
Kidder Peabody June 1991 - December 1994
Security Pacific Bank September 1987 - June 1991
Skills
Portfolio Management, Securitization, CMBS, Finance, Trading, Management, Capital Markets, Fixed Income, Structured Finance, Structured Products, Investment Banking, Financial Structuring, MBS, Hedge Funds, Loans, ABS
Education
The University of Chicago 1985 — 1987
MBA, Finance
London School of Economics and Political Science 1983 — 1985
M.Sc., Economics
Cornell University 1979 — 1983
BS, Economics
Seven Hills
Dennis Lynch's Kidder Peabody Experience March 1994 - January 1995
Job Financial Services executive with expertise in Sales Strategy, Investments, Financial Planning and Business Management.
Industry Financial Services
Experience
Waddell & Reed June 2012 - Present
UBS Financial Services Inc. December 2009 - December 2011
UBS Financial Services Inc. April 2008 - December 2009
UBS Financial Services Inc. February 2003 - April 2008
UBS Financial Services Inc. December 1999 - February 2003
UBS Financial Services Inc. January 1995 - December 1999
Kidder Peabody March 1994 - January 1995
PaineWebber Inc. April 1992 - March 1994
Wertheim Schroder & Co. Inc. November 1991 - April 1992
Ladenburg Thalmann & Co. August 1990 - November 1991
Skills
Fixed Income, Wealth Management, Capital Markets, Sales Management, Sales, Asset Allocation, Bond Markets, Portfolio Management, Investment Banking, Strategic Financial..., Alternative Investments, Bonds, Cash Management, High Yield, Municipal Bonds, Mentoring, Series 3, Series 7, Series 63, Series 66, Hedging, MBS, Finance, Investment Advisory, Electronic Trading, Banking, Investments, Uniform Combined State..., Asset Managment, Equities, Securities, FINRA, Mutual Funds, Loans, Trading, Financial Risk, Financial Advisory, Financial Services, Bloomberg, Asset Management, Investment Management, Relationship Management, Credit, ETFs, Investment Strategies, Financial Markets, Options, Retirement Planning, Financial Planning
Education
East Carolina University 1969 — 1973
Bachelor of Arts (B.A.), Urban Planning
Waddell & Reed June 2012 - Present
UBS Financial Services Inc. December 2009 - December 2011
UBS Financial Services Inc. April 2008 - December 2009
UBS Financial Services Inc. February 2003 - April 2008
UBS Financial Services Inc. December 1999 - February 2003
UBS Financial Services Inc. January 1995 - December 1999
Kidder Peabody March 1994 - January 1995
PaineWebber Inc. April 1992 - March 1994
Wertheim Schroder & Co. Inc. November 1991 - April 1992
Ladenburg Thalmann & Co. August 1990 - November 1991
Skills
Fixed Income, Wealth Management, Capital Markets, Sales Management, Sales, Asset Allocation, Bond Markets, Portfolio Management, Investment Banking, Strategic Financial..., Alternative Investments, Bonds, Cash Management, High Yield, Municipal Bonds, Mentoring, Series 3, Series 7, Series 63, Series 66, Hedging, MBS, Finance, Investment Advisory, Electronic Trading, Banking, Investments, Uniform Combined State..., Asset Managment, Equities, Securities, FINRA, Mutual Funds, Loans, Trading, Financial Risk, Financial Advisory, Financial Services, Bloomberg, Asset Management, Investment Management, Relationship Management, Credit, ETFs, Investment Strategies, Financial Markets, Options, Retirement Planning, Financial Planning
Education
East Carolina University 1969 — 1973
Bachelor of Arts (B.A.), Urban Planning
Beverly Miedema's Kidder Peabody Experience 1990 - 1995
Job Senior Benefits Manager at Ascena Retail Group, Inc.
Industry Human Resources
Experience
Ascena Retail Group, Inc. September 2013 - Present
Allied Building Products Corp.; an Oldcastle Company September 2010 - September 2013
Assurant November 2000 - February 2010
PricewaterhouseCoopers September 1997 - November 2000
PeopleSoft March 1996 - July 1997
Kidder Peabody 1990 - 1995
Skills
Benefits, Benefits Communication, Benefits Design, Benefits Administration, Vendor Management, Employee Wellness..., 401k, Pension Administration, Cross-functional Team..., Leave of Absence..., Team Building, Training, Project Management, Employee Benefits, Health Savings Accounts, Compliance, Disability Management, Workers Compensation, Strategy, Process Improvement, Leadership, Management, Human Resources
Education
Fairleigh Dickinson University - FDU Rutherford Campus
BS, Management
Montclair State University
MA, Administration & Training
Ascena Retail Group, Inc. September 2013 - Present
Allied Building Products Corp.; an Oldcastle Company September 2010 - September 2013
Assurant November 2000 - February 2010
PricewaterhouseCoopers September 1997 - November 2000
PeopleSoft March 1996 - July 1997
Kidder Peabody 1990 - 1995
Skills
Benefits, Benefits Communication, Benefits Design, Benefits Administration, Vendor Management, Employee Wellness..., 401k, Pension Administration, Cross-functional Team..., Leave of Absence..., Team Building, Training, Project Management, Employee Benefits, Health Savings Accounts, Compliance, Disability Management, Workers Compensation, Strategy, Process Improvement, Leadership, Management, Human Resources
Education
Fairleigh Dickinson University - FDU Rutherford Campus
BS, Management
Montclair State University
MA, Administration & Training
Jo-Anne Connelly's Kidder Peabody Experience 1989 - 1990
Job Accounting Manager at Hemenway & Barnes LLP
Industry Legal Services
Matt McConnell's Kidder Peabody Experience 1981 - 1986
Job Director at Auerbach Grayson
Industry Financial Services
Experience
Auerbach Grayson June 2014 - Present
Independent Consultant November 2011 - June 2014
Fidelity Capital Markets December 2008 - October 2011
Bank of America 2006 - 2008
The Griswold Company, Inc 2003 - 2006
Morgan Stanley 1999 - 2003
HSBC 1995 - 1999
Morgan Stanley 1986 - 1995
Kidder Peabody 1981 - 1986
Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation
Education
College of the Holy Cross 1977 — 1981
AB, Political Science
Fordham Prep 1973 — 1977
Auerbach Grayson June 2014 - Present
Independent Consultant November 2011 - June 2014
Fidelity Capital Markets December 2008 - October 2011
Bank of America 2006 - 2008
The Griswold Company, Inc 2003 - 2006
Morgan Stanley 1999 - 2003
HSBC 1995 - 1999
Morgan Stanley 1986 - 1995
Kidder Peabody 1981 - 1986
Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation
Education
College of the Holy Cross 1977 — 1981
AB, Political Science
Fordham Prep 1973 — 1977
Lawrence E. Martello's Kidder Peabody Experience January 1988 - January 1993
Job Partner Emeritus Commsult Group
Industry Information Technology and Services
Experience
COMMSULT Group January 2014 - Present
COMMSULT Group June 1994 - January 2014
Kidder Peabody January 1988 - January 1993
Skills
Vendor Management, Contract Negotiation, Project Management, Project Planning, Integration, Security, Program Management, Infrastructure, Telecommunications, Management, Strategic Planning, New Business Development, Disaster Recovery, Solution Selling, IT Strategy, Data Center
Education
Farmingdale State University of New York 1980 — 1982
COMMSULT Group January 2014 - Present
COMMSULT Group June 1994 - January 2014
Kidder Peabody January 1988 - January 1993
Skills
Vendor Management, Contract Negotiation, Project Management, Project Planning, Integration, Security, Program Management, Infrastructure, Telecommunications, Management, Strategic Planning, New Business Development, Disaster Recovery, Solution Selling, IT Strategy, Data Center
Education
Farmingdale State University of New York 1980 — 1982
Robert Di Fede's Kidder Peabody Experience 1990 - 1992
Job Researcher
Industry Financial Services
Experience
Various Clients August 2004 - June 2009
McKinsey & Company February 2003 - August 2004
Various Clients 2002 - 2003
McKinsey & Company 2000 - 2002
Various Clients 1999 - 2000
Fidelity Investments 1992 - 1999
Kidder Peabody 1990 - 1992
Dreyfus 1987 - 1989
Skills
Factiva, Competitive Analysis, Equity Research, Mergers & Acquisitions, Research, Databases, Investments, Finance, Marketing, Bloomberg, Nonprofits, Strategy
Education
Columbia University in the City of New York 1985 — 1986
MS, Library Science
New York University 1979 — 1984
BA, Sociology, Spanish
Various Clients August 2004 - June 2009
McKinsey & Company February 2003 - August 2004
Various Clients 2002 - 2003
McKinsey & Company 2000 - 2002
Various Clients 1999 - 2000
Fidelity Investments 1992 - 1999
Kidder Peabody 1990 - 1992
Dreyfus 1987 - 1989
Skills
Factiva, Competitive Analysis, Equity Research, Mergers & Acquisitions, Research, Databases, Investments, Finance, Marketing, Bloomberg, Nonprofits, Strategy
Education
Columbia University in the City of New York 1985 — 1986
MS, Library Science
New York University 1979 — 1984
BA, Sociology, Spanish
David Ellovich's Kidder Peabody Experience 1988 - 1993
Job Senior Vice President Wealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2009 - Present
Smith Barney 1993 - 2009
Kidder Peabody 1988 - 1993
Drexel Burnham Lambert 1983 - 1988
Skills
Equities, Financial Analysis, Fixed Income, Investments, Mutual Funds, Strategic Planning, Wealth Management
Education
Drew University 1975 — 1979
B.A., Political Science & History
Kingswood-Oxford School 1971 — 1975
UBS Financial Services, Inc. April 2009 - Present
Smith Barney 1993 - 2009
Kidder Peabody 1988 - 1993
Drexel Burnham Lambert 1983 - 1988
Skills
Equities, Financial Analysis, Fixed Income, Investments, Mutual Funds, Strategic Planning, Wealth Management
Education
Drew University 1975 — 1979
B.A., Political Science & History
Kingswood-Oxford School 1971 — 1975
Pat Conroy's Kidder Peabody Experience 1985 - 1994
Job Independent Financial Services Professional
Industry
Experience
Merrill 2001 - 2004
DLJ 1994 - 2000
Kidder Peabody 1985 - 1994
Skills
Options, Equity Derivatives, Equities, Financial Services, Securities, Portfolio Management, Trading, Bonds, Strategic Financial..., Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equity Trading, Series 24, Equity Research, Trading Systems, Investment Banking, Electronic Trading, Investments, Series 7, Derivatives, Series 63, Structured Products, Wealth Management, Financial Markets, Capital Markets, Alternative Investments, Mutual Funds, Asset Management, Financial Analysis, Emerging Markets, Investment Management, Investment Strategies, Private Equity, ETFs, Investment Advisory, Financial Advisory, Valuation
Education
Columbia University in the City of New York
Bachelor's degree, Economics
Merrill 2001 - 2004
DLJ 1994 - 2000
Kidder Peabody 1985 - 1994
Skills
Options, Equity Derivatives, Equities, Financial Services, Securities, Portfolio Management, Trading, Bonds, Strategic Financial..., Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equity Trading, Series 24, Equity Research, Trading Systems, Investment Banking, Electronic Trading, Investments, Series 7, Derivatives, Series 63, Structured Products, Wealth Management, Financial Markets, Capital Markets, Alternative Investments, Mutual Funds, Asset Management, Financial Analysis, Emerging Markets, Investment Management, Investment Strategies, Private Equity, ETFs, Investment Advisory, Financial Advisory, Valuation
Education
Columbia University in the City of New York
Bachelor's degree, Economics
Bruce Aronow's Kidder Peabody Experience 1988 - 1993
Job SVP AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein 1999 - Present
Kidder Peabody 1988 - 1993
Education
Colgate University 1984 — 1988
BA, Philosophy & Economics
AllianceBernstein 1999 - Present
Kidder Peabody 1988 - 1993
Education
Colgate University 1984 — 1988
BA, Philosophy & Economics
Lyle Moss's Kidder Peabody Experience June 1978 - August 1982
Job Senior Vice President, Wealth Advisor, Certified Portfolio Manager (CPM®) for Sound Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services August 1982 - Present
Kidder Peabody June 1978 - August 1982
Education
Columbia University in the City of New York 2011 — 2013
Academy of Certified Portfolio Managers
University of Pennsylvania - The Wharton School 1986 — 1989
Securities Industry Institute
Washington State University 1974 — 1978
Business Administration
UBS Financial Services August 1982 - Present
Kidder Peabody June 1978 - August 1982
Education
Columbia University in the City of New York 2011 — 2013
Academy of Certified Portfolio Managers
University of Pennsylvania - The Wharton School 1986 — 1989
Securities Industry Institute
Washington State University 1974 — 1978
Business Administration
patrice giordano's Kidder Peabody Experience August 1979 - May 1983
Job owner manager at giordano bourne trust
Industry Real Estate
Experience
real estate rentals and investments January 1980 - Present
Kidder Peabody August 1979 - May 1983
Macys Dept Store June 1974 - June 1977
Skills
Residential, Sellers, Investors
Education
College of Marin 1974 — 1977
Associate of Arts (A.A.), Retail Fashion Management
College of Marin
Associate of Arts (A.A.), retail fashion managment
real estate rentals and investments January 1980 - Present
Kidder Peabody August 1979 - May 1983
Macys Dept Store June 1974 - June 1977
Skills
Residential, Sellers, Investors
Education
College of Marin 1974 — 1977
Associate of Arts (A.A.), Retail Fashion Management
College of Marin
Associate of Arts (A.A.), retail fashion managment
Ed Laux's Kidder Peabody Experience 1980 - 1995
Job Managing Director, National Sales Manager Olivetree Securities USA
Industry
Experience
Olivetree Securities July 2015 - Present
CRT Capital Group June 2012 - April 2015
G-2 Trading August 2011 - June 2012
Cantor Fitzgerald 2003 - 2011
ABN-AMRO Chicago Corp 1995 - 2001
Kidder Peabody 1980 - 1995
Skills
Equities, Exchange Traded..., Trading, Series 7, Market Microstructure, Equity Trading, Hedge Funds, Proprietary Trading, Financial Markets, Series 63, Trading Systems, Alternative Investments, Bloomberg, Securities, Capital Markets, Equity Derivatives, Risk Management, Electronic Trading, Options, Asset Management, Derivatives, FX Options, Fixed Income, Market Making, ETFs, Swaps, Credit Derivatives, Trading Strategies, Technical Analysis, Finance, Private Equity, Equity Research, Series 24, Prime Brokerage, Arbitrage, Mutual Funds, Investments, Market Data, Portfolio Management, Structured Products, Financial Modeling, Volatility, Hedging, FINRA, Investment Banking
Education
Dartmouth College 1976 — 1980
B.A., Economics
Dartmouth College 1976 — 1980
Bachelor's degree, Economics
Olivetree Securities July 2015 - Present
CRT Capital Group June 2012 - April 2015
G-2 Trading August 2011 - June 2012
Cantor Fitzgerald 2003 - 2011
ABN-AMRO Chicago Corp 1995 - 2001
Kidder Peabody 1980 - 1995
Skills
Equities, Exchange Traded..., Trading, Series 7, Market Microstructure, Equity Trading, Hedge Funds, Proprietary Trading, Financial Markets, Series 63, Trading Systems, Alternative Investments, Bloomberg, Securities, Capital Markets, Equity Derivatives, Risk Management, Electronic Trading, Options, Asset Management, Derivatives, FX Options, Fixed Income, Market Making, ETFs, Swaps, Credit Derivatives, Trading Strategies, Technical Analysis, Finance, Private Equity, Equity Research, Series 24, Prime Brokerage, Arbitrage, Mutual Funds, Investments, Market Data, Portfolio Management, Structured Products, Financial Modeling, Volatility, Hedging, FINRA, Investment Banking
Education
Dartmouth College 1976 — 1980
B.A., Economics
Dartmouth College 1976 — 1980
Bachelor's degree, Economics
Richard NeJame's Kidder Peabody Experience 1994 - 1994
Job
Industry Financial Services
Experience
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Maureen Flaherty's Kidder Peabody Experience 1986 - 1994
Job Standardized Patient Educator & Coodinator at Loyola University Chicago
Industry Education Management
Experience
Loyola University Chicago March 2011 - Present
Maher Publications 2009 - 2011
Kidder Peabody 1986 - 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Higher Education
Education
Eastern Illinois University 1983 — 1985
Bachelor of Arts (B.A.), Speech Communication
Lincoln Land Community College 1981 — 1983
Associate of Arts (A.A.)
Loyola University Chicago March 2011 - Present
Maher Publications 2009 - 2011
Kidder Peabody 1986 - 1994
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Higher Education
Education
Eastern Illinois University 1983 — 1985
Bachelor of Arts (B.A.), Speech Communication
Lincoln Land Community College 1981 — 1983
Associate of Arts (A.A.)
David Mastrangelo's Kidder Peabody Experience October 1988 - August 1991
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Jefferies & Company January 2011 - Present
Citi January 1998 - October 2010
Salomon Brothers July 1992 - December 1997
Kidder Peabody October 1988 - August 1991
Skills
Alternative Investments, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Capital Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Management, LBO, Investments, Mergers & Acquisitions, Series 7, Valuation, Private Equity, Venture Capital
Education
NYU Stern School of Business 1991 — 1993
Master of Business Administration (MBA), Finance, General
Dickinson College 1983 — 1987
Bachelor's degree, Political Science and Government
Jeff Rowbottom's Kidder Peabody Experience August 1992 - November 1994
Job US Partner at Pontifax
Industry Venture Capital & Private Equity
Experience
Pontifax July 2015 - Present
The Trout Group / Trout Capital July 2015 - Present
KKR June 2009 - July 2015
Barclays Capital March 2006 - June 2009
Goldman Sachs January 2000 - February 2006
Salomon Smith Barney / Citi August 1997 - January 2000
Brenner Securities November 1994 - January 1996
Kidder Peabody August 1992 - November 1994
Education
Columbia Business School 1996 — 1997
Master of Business Administration (M.B.A.)
SUNY Albany 1988 — 1992
Bachelor of Science (B.S.)
Pontifax July 2015 - Present
The Trout Group / Trout Capital July 2015 - Present
KKR June 2009 - July 2015
Barclays Capital March 2006 - June 2009
Goldman Sachs January 2000 - February 2006
Salomon Smith Barney / Citi August 1997 - January 2000
Brenner Securities November 1994 - January 1996
Kidder Peabody August 1992 - November 1994
Education
Columbia Business School 1996 — 1997
Master of Business Administration (M.B.A.)
SUNY Albany 1988 — 1992
Bachelor of Science (B.S.)
Bob Fahrbach's Kidder Peabody Experience July 1992 - July 1995
Job RBS, Managing Director and Head of Financial Institutions DCM, Coverage, and Structuring
Industry Financial Services
Experience
RBS May 2004 - Present
Credit Suisse August 1996 - May 2004
Smith Barney July 1995 - July 1996
Kidder Peabody July 1992 - July 1995
Education
Duke University 1988 — 1992
Economics and Psychology, Bachelor of Arts
RBS May 2004 - Present
Credit Suisse August 1996 - May 2004
Smith Barney July 1995 - July 1996
Kidder Peabody July 1992 - July 1995
Education
Duke University 1988 — 1992
Economics and Psychology, Bachelor of Arts
Carole Carole St. Cyr's Kidder Peabody Experience March 1985 - June 1995
Job Secretary at Palm Beach County School District
Industry Education Management
Experience
Palm Beach County School District March 2001 - Present
SCHOOL DISTRICT OF PALM BEACH COUNTY 2000 - 2014
Kidder Peabody March 1985 - June 1995
Skills
Teaching, Public Speaking, Community Outreach, Microsoft Office, Educational Technology, Curriculum Development, PowerPoint, Nonprofits, Event Planning, Customer Service, Microsoft Word, Tutoring
Education
American Business Institute-Brooklyn, NY 1980 — 1981
Executive Secretary
CUNY Medgar Evers College 1974 — 1975
Medical Administrative/Executive Assistant and Medical Secretary
Kingsborough Community College 1972 — 1973
Pre-Nursing Studies
Erasmus Hall High School 1968 — 1972
General HS Diploma
Palm Beach County School District March 2001 - Present
SCHOOL DISTRICT OF PALM BEACH COUNTY 2000 - 2014
Kidder Peabody March 1985 - June 1995
Skills
Teaching, Public Speaking, Community Outreach, Microsoft Office, Educational Technology, Curriculum Development, PowerPoint, Nonprofits, Event Planning, Customer Service, Microsoft Word, Tutoring
Education
American Business Institute-Brooklyn, NY 1980 — 1981
Executive Secretary
CUNY Medgar Evers College 1974 — 1975
Medical Administrative/Executive Assistant and Medical Secretary
Kingsborough Community College 1972 — 1973
Pre-Nursing Studies
Erasmus Hall High School 1968 — 1972
General HS Diploma
Dan Wynn's Kidder Peabody Experience November 1982 - June 1995
Job Senior associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2008 - Present
MORGAN STANLEY, New York, N.Y January 2005 - February 2008
DEUTSCHE BANK SECURITIES January 1996 - May 2004
Kidder Peabody November 1982 - June 1995
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Options, Securities, Risk Management, Investment Banking, Middle Office, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Financial Services
Education
Fordham University
Bachelor of Science (B.S.), Business Administration, Management and Operations
JPMorgan Chase February 2008 - Present
MORGAN STANLEY, New York, N.Y January 2005 - February 2008
DEUTSCHE BANK SECURITIES January 1996 - May 2004
Kidder Peabody November 1982 - June 1995
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Hedge Funds, Options, Securities, Risk Management, Investment Banking, Middle Office, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Financial Services
Education
Fordham University
Bachelor of Science (B.S.), Business Administration, Management and Operations
Carole St. Cyr's Kidder Peabody Experience November 1984 - February 1995
Job Secretary at Palm Beach County School District
Industry Education Management
Experience
Palm Beach County School District March 2001 - Present
Murphy & Durieu June 1996 - July 1998
Kidder Peabody November 1984 - February 1995
Skills
Tutoring, Teaching, Administrative..., PowerPoint, Higher Education, Microsoft Office, Curriculum Design, Public Speaking, Microsoft Word, Educational Leadership, Event Planning, Curriculum Development
Education
American Business Institute-Brooklyn, NY 1980 — 1982
Administrative Assistant and Secretarial Science, General
CUNY Medgar Evers College 1974 — 1975
Kingsborough Community College 1972 — 1973
Liberal Arts
Erasmus Hall High School - Brooklyn, NY 1969 — 1972
General Diploma
Palm Beach County School District March 2001 - Present
Murphy & Durieu June 1996 - July 1998
Kidder Peabody November 1984 - February 1995
Skills
Tutoring, Teaching, Administrative..., PowerPoint, Higher Education, Microsoft Office, Curriculum Design, Public Speaking, Microsoft Word, Educational Leadership, Event Planning, Curriculum Development
Education
American Business Institute-Brooklyn, NY 1980 — 1982
Administrative Assistant and Secretarial Science, General
CUNY Medgar Evers College 1974 — 1975
Kingsborough Community College 1972 — 1973
Liberal Arts
Erasmus Hall High School - Brooklyn, NY 1969 — 1972
General Diploma
David Uri's Kidder Peabody Experience July 1991 - July 1993
Job Private Equity, Angel Investor, Advisory Services
Industry Financial Services
Experience
Bialla Venture Partners, LLC January 2015 - Present
Endurance Holdings, LLC July 2006 - Present
GarMark Partners June 2005 - June 2006
Pegasus Capital Advisors April 1999 - April 2005
The Jordan Company January 1998 - April 1999
EXOR SPA July 1993 - December 1997
Kidder Peabody July 1991 - July 1993
Skills
Management, Leadership, Investment Banking, Finance, Private Equity, Venture Capital, Interim Management..., Strategic Planning, Investments, Mergers, Business Strategy, Due Diligence, Start-ups, Financial Modeling, Strategy, Corporate Finance
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of California, Los Angeles 1987 — 1991
BA, Economics
Bialla Venture Partners, LLC January 2015 - Present
Endurance Holdings, LLC July 2006 - Present
GarMark Partners June 2005 - June 2006
Pegasus Capital Advisors April 1999 - April 2005
The Jordan Company January 1998 - April 1999
EXOR SPA July 1993 - December 1997
Kidder Peabody July 1991 - July 1993
Skills
Management, Leadership, Investment Banking, Finance, Private Equity, Venture Capital, Interim Management..., Strategic Planning, Investments, Mergers, Business Strategy, Due Diligence, Start-ups, Financial Modeling, Strategy, Corporate Finance
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA)
University of California, Los Angeles 1987 — 1991
BA, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS