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
Carol Kuha, CFA Carol Kuha, CFA's Kidder Peabody Experience September 1987 - June 1990
Job COO at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. April 2001 - Present
NorthShore Advisors LLC January 1998 - April 2001
Voyageur Asset Management June 1990 - January 1998
Kidder Peabody September 1987 - June 1990
Skills
Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
RBC Global Asset Management (U.S.) Inc. April 2001 - Present
NorthShore Advisors LLC January 1998 - April 2001
Voyageur Asset Management June 1990 - January 1998
Kidder Peabody September 1987 - June 1990
Skills
Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
William Sherer William Sherer's Kidder Peabody Experience 1981 - 1988
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2006 - Present
Benedetto, Gartland & Co. 1999 - 2005
Paine Webber 1997 - 1998
Freeman Spogli & Co. 1989 - 1996
Kidder Peabody 1981 - 1988
Arthur Young 1976 - 1981
Skills
Financial Analysis, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1975 — 1976
Master of Business Administration (MBA)
University of California, Riverside 1971 — 1975
Bachelor's degree, Economics
Houlihan Lokey 2006 - Present
Benedetto, Gartland & Co. 1999 - 2005
Paine Webber 1997 - 1998
Freeman Spogli & Co. 1989 - 1996
Kidder Peabody 1981 - 1988
Arthur Young 1976 - 1981
Skills
Financial Analysis, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1975 — 1976
Master of Business Administration (MBA)
University of California, Riverside 1971 — 1975
Bachelor's degree, Economics
Gwenn Hauck Gwenn Hauck's Kidder Peabody Experience 1985 - 1986
Job Council Member at The Village of Ridgewood
Industry Public Policy
Experience
Village of Ridgewood, NJ Council MemberThe Village of RidgewoodJuly 2012 - Present
Kidder Peabody 1985 - 1986
Morgan Stanley 1982 - 1985
Skills
Policy Analysis, Public Policy, Policy, Government, Economic Development, Politics, Political Campaigns, Legislative Relations, Legislation, Public Administration, Grassroots Organizing, Coalitions, Local Government, Community Development, Political Consulting, Social Media, Public Speaking
Education
The College of Wooster 1979 — 1982
Bachelor of Arts (B.A.), International Relations and Affairs
Village of Ridgewood, NJ Council MemberThe Village of RidgewoodJuly 2012 - Present
Kidder Peabody 1985 - 1986
Morgan Stanley 1982 - 1985
Skills
Policy Analysis, Public Policy, Policy, Government, Economic Development, Politics, Political Campaigns, Legislative Relations, Legislation, Public Administration, Grassroots Organizing, Coalitions, Local Government, Community Development, Political Consulting, Social Media, Public Speaking
Education
The College of Wooster 1979 — 1982
Bachelor of Arts (B.A.), International Relations and Affairs
Lydia Richards Lydia Richards's Kidder Peabody Experience January 1982 - January 1984
Job Authentic Leadership Development
Industry Management Consulting
Experience
Leadership Development at Be May 2012 - Present
Vigor Industrial 2011 - 2015
Vigor Industrial 2011 - 2015
Teamworks Coaching January 2008 - April 2012
Presbyterian Church (U.S.A.) April 1993 - 2012
Shirlaws January 2007 - January 2008
Kidder Peabody January 1982 - January 1984
Mayor Tom Bradley 1982 - 1984
Skills
Executive Coaching, Leadership Development, Coaching, Personal Development, Organizational..., Public Speaking, Team Building, Change Management, Executive Development, Team Leadership, Workshop Facilitation, Start-ups, Employee Training, Leadership, Human Resources, MBTI, Career Development, Conflict Resolution, Management Consulting, Strategy, Staff Development, Management Development, Organizational..., Performance Management, Training, Performance Improvement
Education
CTI 2000 — 2002
Certification, Executive Coaching
University of California, Los Angeles 1978 — 1982
San Mateo HIgh School
San Mateo HIgh School
Leadership Development at Be May 2012 - Present
Vigor Industrial 2011 - 2015
Vigor Industrial 2011 - 2015
Teamworks Coaching January 2008 - April 2012
Presbyterian Church (U.S.A.) April 1993 - 2012
Shirlaws January 2007 - January 2008
Kidder Peabody January 1982 - January 1984
Mayor Tom Bradley 1982 - 1984
Skills
Executive Coaching, Leadership Development, Coaching, Personal Development, Organizational..., Public Speaking, Team Building, Change Management, Executive Development, Team Leadership, Workshop Facilitation, Start-ups, Employee Training, Leadership, Human Resources, MBTI, Career Development, Conflict Resolution, Management Consulting, Strategy, Staff Development, Management Development, Organizational..., Performance Management, Training, Performance Improvement
Education
CTI 2000 — 2002
Certification, Executive Coaching
University of California, Los Angeles 1978 — 1982
San Mateo HIgh School
San Mateo HIgh School
Chuck Eaton Chuck Eaton's Kidder Peabody Experience 1981 - 1985
Job President at Eagle Industrial Minerals Corp.
Industry Mining & Metals
Experience
Eagle Industrial Minerals Corp. June 2003 - Present
Eaton Capital Corporation June 1990 - Present
Dean Witter Reynolds Inc. 1988 - 1990
Matrix Leasing International, Inc. 1985 - 1988
Kidder Peabody 1981 - 1985
GATX Leasing Company 1978 - 1981
United States Air Force 1972 - 1976
Skills
Mergers & Acquisitions, Project Development, Business Valuation, Financial Analysis, Transaction Structuring, Due Diligence, Contract Negotiation, Strategic Negotiations, Mining Development, Industrial Minerals, Mineral Processing, Bulk Material Logistics, Construction Materials, Problem Solving, Market Analysis, Process Management
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (MBA), Finance
University of Arizona 1967 — 1972
Bachelor of Science (BS), Electrical Engineering (with honors)
Eagle Industrial Minerals Corp. June 2003 - Present
Eaton Capital Corporation June 1990 - Present
Dean Witter Reynolds Inc. 1988 - 1990
Matrix Leasing International, Inc. 1985 - 1988
Kidder Peabody 1981 - 1985
GATX Leasing Company 1978 - 1981
United States Air Force 1972 - 1976
Skills
Mergers & Acquisitions, Project Development, Business Valuation, Financial Analysis, Transaction Structuring, Due Diligence, Contract Negotiation, Strategic Negotiations, Mining Development, Industrial Minerals, Mineral Processing, Bulk Material Logistics, Construction Materials, Problem Solving, Market Analysis, Process Management
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (MBA), Finance
University of Arizona 1967 — 1972
Bachelor of Science (BS), Electrical Engineering (with honors)
Don Milich's Kidder Peabody Experience June 1984 - August 1990
Job Senior Vice President, Investments & Galleria Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. April 2012 - Present
Barclays Wealth and Investment Management June 2010 - March 2012
Morgan Stanley Wealth Management July 2008 - June 2010
Deutsche Bank August 1990 - July 2008
Kidder Peabody June 1984 - August 1990
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation
Education
Ursinus College 1978 — 1982
Bachelor of Arts (BA), Economics
Temple University 1982 — 1984
Raymond James Financial Inc. April 2012 - Present
Barclays Wealth and Investment Management June 2010 - March 2012
Morgan Stanley Wealth Management July 2008 - June 2010
Deutsche Bank August 1990 - July 2008
Kidder Peabody June 1984 - August 1990
Skills
Portfolio Management, Portfolio Optimization, Wealth Management, Tactical Asset..., Asset Allocation
Education
Ursinus College 1978 — 1982
Bachelor of Arts (BA), Economics
Temple University 1982 — 1984
Reagan Shanley Reagan Shanley's Kidder Peabody Experience 1993 - 1996
Job Principal at Weslin Capital LLC
Industry Commercial Real Estate
Experience
Weslin Capital LLC June 2013 - Present
Capmark Finance Inc. May 2009 - May 2013
RBS Greenwich Capital 2002 - 2009
PaineWebber 1997 - 2001
Kidder Peabody 1993 - 1996
Kenneth Leventhal & Co. 1990 - 1993
Skills
Real Estate Economics, Management, Commercial Real Estate, Investments, Asset Management, Property, Disposition, Real Estate, Valuation
Education
University of North Carolina at Chapel Hill 1988 — 1990
MBA, Commercial Real Estate Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
Weslin Capital LLC June 2013 - Present
Capmark Finance Inc. May 2009 - May 2013
RBS Greenwich Capital 2002 - 2009
PaineWebber 1997 - 2001
Kidder Peabody 1993 - 1996
Kenneth Leventhal & Co. 1990 - 1993
Skills
Real Estate Economics, Management, Commercial Real Estate, Investments, Asset Management, Property, Disposition, Real Estate, Valuation
Education
University of North Carolina at Chapel Hill 1988 — 1990
MBA, Commercial Real Estate Finance
The University of Texas at Austin 1982 — 1986
BA, Economics
Steve Esser's Kidder Peabody Experience 1985 - 1988
Job Graduate Student in Philosophy University of Pennsylvania
Industry
Experience
University of Pennsylvania 2012 - Present
Permit Capital 2005 - 2012
Morgan Stanley Investment Management 1996 - 2004
Miller, Anderson & Sherrerd 1988 - 1996
Kidder Peabody 1985 - 1988
Education
University of Pennsylvania 2014 — 2019
Doctor of Philosophy (PhD), Philosophy
University of Pennsylvania 2012 — 2014
Master of Arts (M.A.), Philosophy
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
University of Pennsylvania 2012 - Present
Permit Capital 2005 - 2012
Morgan Stanley Investment Management 1996 - 2004
Miller, Anderson & Sherrerd 1988 - 1996
Kidder Peabody 1985 - 1988
Education
University of Pennsylvania 2014 — 2019
Doctor of Philosophy (PhD), Philosophy
University of Pennsylvania 2012 — 2014
Master of Arts (M.A.), Philosophy
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics
Will Porter Will Porter's Kidder Peabody Experience 1984 - 1989
Job Recruiter | Financial Services
Industry Financial Services
Experience
Willis Consulting, Inc. November 2012 - Present
CK Cooper 2009 - 2010
Roth Capital Partners June 2003 - July 2005
Seidler Companies 1998 - 2001
Cruttenden Roth 1993 - 1998
L.H. Friend, Weinress, Frankson and Presson 1989 - 1993
Kidder Peabody 1984 - 1989
Wedbush Noble and Cooke 1982 - 1984
Skills
Equities, Series 7, Equity Research, Series 63, Investment Banking, Capital Markets, Investments, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Executive Search
Education
University of California, Santa Barbara 1979 — 1982
Bachelor of Science (BS), Business/Economics
Willis Consulting, Inc. November 2012 - Present
CK Cooper 2009 - 2010
Roth Capital Partners June 2003 - July 2005
Seidler Companies 1998 - 2001
Cruttenden Roth 1993 - 1998
L.H. Friend, Weinress, Frankson and Presson 1989 - 1993
Kidder Peabody 1984 - 1989
Wedbush Noble and Cooke 1982 - 1984
Skills
Equities, Series 7, Equity Research, Series 63, Investment Banking, Capital Markets, Investments, Bloomberg, Financial Modeling, Valuation, Equity Valuation, Hedge Funds, Equity Trading, Portfolio Management, Alternative Investments, Executive Search
Education
University of California, Santa Barbara 1979 — 1982
Bachelor of Science (BS), Business/Economics
Pamela Berstler Pamela Berstler's Kidder Peabody Experience 1984 - 1986
Job Inspirational Speaker, Trainer, Environmental Activist, Certified Sustainable Landscape Professional
Industry Professional Training & Coaching
Experience
Association of Professional Landscape Designers January 2010 - Present
G3, The Green Gardens Group September 2007 - Present
FLOWER to the PEOPLE, Inc. 1997 - Present
Creative Artists Agency 1995 - 1997
Oppenheimer Co. 1993 - 1995
Prudential Global Capital 1986 - 1991
Prudential Bache 1986 - 1991
Kidder Peabody 1984 - 1986
Skills
Sustainability..., Sustainable Design, Sustainability, Community, Community Engagement, Community Outreach, Community Gardens, Public Speaking, Environmental Consulting, Environmental Education, Stormwater Management, Stormwater, Watershed Management, Low Impact Development, Rainwater Harvesting, Rain Gardens, Rain Maker, Strategic Thinking, Business Strategy, New Business Development, Social Entrepreneurship, Environmental Issues, Environmental..., Motivational Speaking, Engaging Public Speaker, Activism, Workforce Education, Workforce Development, Water Quality, Water Supply, Proposal Writing, Small Business, Adult Education, Storm Water Pollution..., Landscape Design, Water Conservation, Water, Training, California native plants, Garden, Garden Coaching, Garden Design, Horticulture, Sustainable Landscapes, Tree Planting
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Entertainment
University of Pennsylvania 1980 — 1984
BA, Psychology and Organization Design
Mount Penn High School 1976 — 1980
HS
Association of Professional Landscape Designers January 2010 - Present
G3, The Green Gardens Group September 2007 - Present
FLOWER to the PEOPLE, Inc. 1997 - Present
Creative Artists Agency 1995 - 1997
Oppenheimer Co. 1993 - 1995
Prudential Global Capital 1986 - 1991
Prudential Bache 1986 - 1991
Kidder Peabody 1984 - 1986
Skills
Sustainability..., Sustainable Design, Sustainability, Community, Community Engagement, Community Outreach, Community Gardens, Public Speaking, Environmental Consulting, Environmental Education, Stormwater Management, Stormwater, Watershed Management, Low Impact Development, Rainwater Harvesting, Rain Gardens, Rain Maker, Strategic Thinking, Business Strategy, New Business Development, Social Entrepreneurship, Environmental Issues, Environmental..., Motivational Speaking, Engaging Public Speaker, Activism, Workforce Education, Workforce Development, Water Quality, Water Supply, Proposal Writing, Small Business, Adult Education, Storm Water Pollution..., Landscape Design, Water Conservation, Water, Training, California native plants, Garden, Garden Coaching, Garden Design, Horticulture, Sustainable Landscapes, Tree Planting
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Entertainment
University of Pennsylvania 1980 — 1984
BA, Psychology and Organization Design
Mount Penn High School 1976 — 1980
HS
Jack Lorton Jack Lorton's Kidder Peabody Experience September 1966 - June 1987
Job Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2006 - Present
Palm and Weldon Records 2002 - 2012
Myself January 2003 - June 2007
Town of Woodside July 1999 - July 2003
Center for Innovation in Education 1987 - 1999
Kidder Peabody September 1966 - June 1987
Skills
Social Media, Public Speaking, Event Planning, Social Networking, Strategic Planning, Customer Service, Marketing, Sales, Editing, Microsoft Excel, Music, Teaching, Project Management, Investments, Leadership
Education
Stanford University 1958 — 1962
Bachelor of Arts (B.A.)
UBS Financial Services, Inc. April 2006 - Present
Palm and Weldon Records 2002 - 2012
Myself January 2003 - June 2007
Town of Woodside July 1999 - July 2003
Center for Innovation in Education 1987 - 1999
Kidder Peabody September 1966 - June 1987
Skills
Social Media, Public Speaking, Event Planning, Social Networking, Strategic Planning, Customer Service, Marketing, Sales, Editing, Microsoft Excel, Music, Teaching, Project Management, Investments, Leadership
Education
Stanford University 1958 — 1962
Bachelor of Arts (B.A.)
Jonathan Wolman Jonathan Wolman's Kidder Peabody Experience 1991 - 1993
Job Agent at Insurance Office of Central Ohio
Industry Insurance
Experience
Insurance Office of Central Ohio September 2014 - Present
Miller Chicago Real Estate August 2013 - Present
Academy Development, LLC January 1999 - August 2013
Prime Group Realty Trust 1997 - 1998
Citicorp 1996 - 1997
Kidder Peabody 1991 - 1993
Skills
Real Estate Economics, Due Diligence, Disposition, Real Estate Development, Corporate Finance, Portfolio Management, Asset Management, Financial Structuring, Acquisitions, Valuation, Real Estate, Investments, Real Estate Transactions, Brokerage, Leases
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Accounting, Economics
University of Pennsylvania 1986 — 1991
BA, Political Science
University of Pennsylvania - The Wharton School 1986 — 1991
BS, Real Estate, Marketing
Columbus Academy
Insurance Office of Central Ohio September 2014 - Present
Miller Chicago Real Estate August 2013 - Present
Academy Development, LLC January 1999 - August 2013
Prime Group Realty Trust 1997 - 1998
Citicorp 1996 - 1997
Kidder Peabody 1991 - 1993
Skills
Real Estate Economics, Due Diligence, Disposition, Real Estate Development, Corporate Finance, Portfolio Management, Asset Management, Financial Structuring, Acquisitions, Valuation, Real Estate, Investments, Real Estate Transactions, Brokerage, Leases
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Accounting, Economics
University of Pennsylvania 1986 — 1991
BA, Political Science
University of Pennsylvania - The Wharton School 1986 — 1991
BS, Real Estate, Marketing
Columbus Academy
Cindy Pool Cindy Pool's Kidder Peabody Experience 1991 - 1992
Job City Council Member, District 3
Industry Government Administration
Experience
City of Ellisville, Missouri April 2013 - Present
Smart Growth America June 2014 - Present
Girl Scouts of Eastern Missouri September 2000 - April 2013
Girl Scouts of Eastern Missouri September 2000 - June 2012
GSUSA April 2008 - April 2011
GSEM May 2007 - May 2009
Mother of Perpetual Help Assisted Living Center 1996 - 1998
PracticeMatch 1992 - 1995
Kidder Peabody 1991 - 1992
A.G. Edwards & Sons, Inc. September 1990 - November 1991
Skills
Event Planning, Data Entry, Conflict Resolution, Statistics, Volunteer Management, Non-profits, Fundraising, Public Speaking, Editing, Customer Service, Teaching, Event Management, Nonprofits, Management, Program Management, Marketing, Community Outreach, Recruiting, Leadership, Policy, Strategic Planning, Social Media, Team Building
Education
St. Louis Community College 1990 — 1991
General Studies - Psychology
Brazosport College 1988 — 1990
Brazoswood High School 1984 — 1988
St. Richards 1979 — 1984
City of Ellisville, Missouri April 2013 - Present
Smart Growth America June 2014 - Present
Girl Scouts of Eastern Missouri September 2000 - April 2013
Girl Scouts of Eastern Missouri September 2000 - June 2012
GSUSA April 2008 - April 2011
GSEM May 2007 - May 2009
Mother of Perpetual Help Assisted Living Center 1996 - 1998
PracticeMatch 1992 - 1995
Kidder Peabody 1991 - 1992
A.G. Edwards & Sons, Inc. September 1990 - November 1991
Skills
Event Planning, Data Entry, Conflict Resolution, Statistics, Volunteer Management, Non-profits, Fundraising, Public Speaking, Editing, Customer Service, Teaching, Event Management, Nonprofits, Management, Program Management, Marketing, Community Outreach, Recruiting, Leadership, Policy, Strategic Planning, Social Media, Team Building
Education
St. Louis Community College 1990 — 1991
General Studies - Psychology
Brazosport College 1988 — 1990
Brazoswood High School 1984 — 1988
St. Richards 1979 — 1984
Thomas James (TJ) Eadington's Kidder Peabody Experience September 1994 - April 1996
Job ...
Industry Investment Management
Experience
AGI January 2010 - Present
Morgan Stanley October 2008 - January 2010
First Q Capital January 2004 - December 2006
RVCA January 2001 - December 2006
Illumea Corporation September 1997 - May 2000
Bravante-Curci Investors April 1996 - October 1997
Kidder Peabody September 1994 - April 1996
Skills
Private Equity, Lean Management, Portfolio Management, Financial Modeling, Equities, Investments, Due Diligence, Finance, Strategy, Quality Management, Alternative Investments, Securities, Empirical, Hedge Funds, Data-driven Decision..., Venture Capital, Change Management, Asset Management, Entrepreneurship, New Ventures, Real Estate Development, Real Estate Transactions
Education
University of Oxford 1992 — 1994
Post-Graduate, Law (Game Theory)
University of California, Berkeley 1989 — 1992
BS, Political Economy
Servite 1984 — 1988
General Studies, Epistemology
AGI January 2010 - Present
Morgan Stanley October 2008 - January 2010
First Q Capital January 2004 - December 2006
RVCA January 2001 - December 2006
Illumea Corporation September 1997 - May 2000
Bravante-Curci Investors April 1996 - October 1997
Kidder Peabody September 1994 - April 1996
Skills
Private Equity, Lean Management, Portfolio Management, Financial Modeling, Equities, Investments, Due Diligence, Finance, Strategy, Quality Management, Alternative Investments, Securities, Empirical, Hedge Funds, Data-driven Decision..., Venture Capital, Change Management, Asset Management, Entrepreneurship, New Ventures, Real Estate Development, Real Estate Transactions
Education
University of Oxford 1992 — 1994
Post-Graduate, Law (Game Theory)
University of California, Berkeley 1989 — 1992
BS, Political Economy
Servite 1984 — 1988
General Studies, Epistemology
Christopher D. Levintow Christopher D. Levintow's Kidder Peabody Experience 1987 - 1995
Job Senior Consultant at Virtual Clarity Inc.
Industry Information Technology and Services
Experience
Virtual Clarity Inc. April 2014 - Present
Citi December 2012 - January 2014
Citi January 2011 - December 2012
Citi December 2008 - January 2011
Kidder Peabody 1987 - 1995
Skills
Vendor Management, Risk Management, Fixed Income, Banking, Portfolio Management, SDLC, Capital Markets, Business Analysis, IT Strategy, Mergers & Acquisitions, Management, Governance, PMO, Financial Services, Project Portfolio..., Integration, Program Management
Education
The George Washington University - School of Business 1983 — 1985
Master of Public Administration (M.P.A.)
Virtual Clarity Inc. April 2014 - Present
Citi December 2012 - January 2014
Citi January 2011 - December 2012
Citi December 2008 - January 2011
Kidder Peabody 1987 - 1995
Skills
Vendor Management, Risk Management, Fixed Income, Banking, Portfolio Management, SDLC, Capital Markets, Business Analysis, IT Strategy, Mergers & Acquisitions, Management, Governance, PMO, Financial Services, Project Portfolio..., Integration, Program Management
Education
The George Washington University - School of Business 1983 — 1985
Master of Public Administration (M.P.A.)
Dennis Early Dennis Early's Kidder Peabody Experience 1981 - 1987
Job Independent Mining & Metals Professional
Industry Mining & Metals
Experience
Natural Resource Investments 2009 - Present
Kidder Peabody 1981 - 1987
The MONY Group 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
Master of Business Administration (MBA), International Finance
Stony Brook University 1967 — 1971
Bachelor of Arts (BA), Economics
Natural Resource Investments 2009 - Present
Kidder Peabody 1981 - 1987
The MONY Group 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
Master of Business Administration (MBA), International Finance
Stony Brook University 1967 — 1971
Bachelor of Arts (BA), Economics
Alex Navarro CFP®,CLU®,CRC®,ChFC®'s Kidder Peabody Experience July 1986 - December 1988
Job Senior Vice President Private Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. March 1999 - Present
Banco Santander April 1989 - October 1991
Kidder Peabody July 1986 - December 1988
Education
Tulane University 1982 — 1986
Bachelor's degree, International Relations and Affairs/Communications
Deerfield Academy 1979 — 1982
High School, Preparatory High School, Deerfiled MA
Allen-Stevenson School
Grammar School NYC
Markham College
Grammar School Lima, Peru
The Buckley School
Grammar School NYC
SunTrust Investment Services, Inc. March 1999 - Present
Banco Santander April 1989 - October 1991
Kidder Peabody July 1986 - December 1988
Education
Tulane University 1982 — 1986
Bachelor's degree, International Relations and Affairs/Communications
Deerfield Academy 1979 — 1982
High School, Preparatory High School, Deerfiled MA
Allen-Stevenson School
Grammar School NYC
Markham College
Grammar School Lima, Peru
The Buckley School
Grammar School NYC
Kathy Conway's Kidder Peabody Experience 1982 - 1986
Job Realtor at Town and Country Real Estate
Industry Real Estate
Experience
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Town and Country Real Estate 2012 - Present
Raymond James & Associates, Inc 1999 - April 2012
Prudential Financial 1996 - 1999
Chase 1993 - 1996
Cowen and Company June 1987 - September 1993
Kidder Peabody 1982 - 1986
Skills
Series 7, Series 63, Hedge Funds, Alternative Investments, Equities, Fixed Income, Capital Markets, Investments, Bloomberg, Securities, High Yield, Real Estate
Education
The University of Georgia 1975 — 1979
BS, Math/Science Education
St. Pius X High School 1971 — 1975
Scott T. Slayton, CFA Scott T. Slayton, CFA's Kidder Peabody Experience March 1989 - November 1994
Job Director of Strategy and Research at Jamison Capital Partners
Industry Investment Management
Experience
Jamison Capital Partners 2012 - Present
TUDOR INVESTMENT CORPORATION June 2008 - March 2012
Morgan Stanley November 1994 - March 2008
Kidder Peabody March 1989 - November 1994
Skills
Portfolio Management, Global Macro Strategy, CFA, Fixed Income, Derivatives, Commodities, Global Macro, Equity Research, Equities, Investments, Trading, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Capital Markets, Asset Management, Financial Modeling, Strategy, Proprietary Trading, Emerging Markets, Management
Education
The University of Texas at Austin 1984 — 1989
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
Finance, Business
Jamison Capital Partners 2012 - Present
TUDOR INVESTMENT CORPORATION June 2008 - March 2012
Morgan Stanley November 1994 - March 2008
Kidder Peabody March 1989 - November 1994
Skills
Portfolio Management, Global Macro Strategy, CFA, Fixed Income, Derivatives, Commodities, Global Macro, Equity Research, Equities, Investments, Trading, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Capital Markets, Asset Management, Financial Modeling, Strategy, Proprietary Trading, Emerging Markets, Management
Education
The University of Texas at Austin 1984 — 1989
BBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1984 — 1988
Finance, Business
Adam S. Rosenthal Adam S. Rosenthal's Kidder Peabody Experience July 1990 - March 1992
Job Managing Director, Private Wealth Advisor Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
UBS September 2008 - Present
Lehman Brothers July 1996 - September 2008
MGSI Securities March 1992 - July 1994
Kidder, Peabody July 1990 - March 1992
Education
Wharton School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Mike van der Velden's Kidder Peabody Experience June 1986 - September 1991
Job Senior Vice President of Corporate Retirement Plan Services
Industry Financial Services
Experience
USI Kibble & Prentice September 2002 - Present
Seattle SHRM 2008 - 2010
IPC Pension Services / Invesmart August 1995 - August 2002
Cascadia Merchant Group September 1991 - April 1995
Kidder Peabody June 1986 - September 1991
Skills
Employee Benefits, Compliance, Pensions, Investments, 401k, Retirement, Benefits, Financial Planning, Asset Management, Investment Management, Strategic Financial..., Financial Advisory, Series 7, Insurance, Strategic Planning, Financial Analysis, Retirement Planning, Securities, Mergers & Acquisitions
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration, Finance and Business Economics
USI Kibble & Prentice September 2002 - Present
Seattle SHRM 2008 - 2010
IPC Pension Services / Invesmart August 1995 - August 2002
Cascadia Merchant Group September 1991 - April 1995
Kidder Peabody June 1986 - September 1991
Skills
Employee Benefits, Compliance, Pensions, Investments, 401k, Retirement, Benefits, Financial Planning, Asset Management, Investment Management, Strategic Financial..., Financial Advisory, Series 7, Insurance, Strategic Planning, Financial Analysis, Retirement Planning, Securities, Mergers & Acquisitions
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration, Finance and Business Economics
Kathleen O'Riley Kathleen O'Riley's Kidder Peabody Experience April 1989 - September 1993
Job Custom window treatment retailer
Industry Design
Experience
Classic Drapery Designs September 2003 - Present
Putnam Investments October 1996 - October 1997
Kidder Peabody April 1989 - September 1993
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
Classic Drapery Designs September 2003 - Present
Putnam Investments October 1996 - October 1997
Kidder Peabody April 1989 - September 1993
Education
State University of New York College at Plattsburgh
Bachelor of Arts (B.A.), Communications
James Stalarow James Stalarow's Kidder Peabody Experience May 1980 - July 1990
Job Mortgage Planner at United Northern Mortgage Bankers, Ltd.
Industry Consumer Services
Experience
United Northern Mortgage Bankers, Ltd. August 2013 - Present
Capital One Bank September 2002 - September 2010
DeVry University January 2000 - October 2000
Kidder Peabody May 1980 - July 1990
Skills
Sales
Education
University of Miami
Business Administration, Business & Economics
United Northern Mortgage Bankers, Ltd. August 2013 - Present
Capital One Bank September 2002 - September 2010
DeVry University January 2000 - October 2000
Kidder Peabody May 1980 - July 1990
Skills
Sales
Education
University of Miami
Business Administration, Business & Economics
Greg Leograndis's Kidder Peabody Experience 1991 - 1994
Job Managing Director at Passport Capital
Industry Investment Management
Experience
Passport Capital July 2010 - Present
SME 2004 - 2007
WR Hambrecht 2000 - 2002
Volpe, Brown, Whelan 1998 - 2000
UBS Investment Bank 1997 - 1998
Robertson, Stephens & Co. 1994 - 1997
Kidder Peabody 1991 - 1994
Skills
Long/Short Equity, Alternative Investments, Asset Managment, Fund Of Funds, Commodity, Global Macro, Hedge Funds, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Private Equity, Trading, Securities, Investment Banking, Investment Strategies, Investment Advisory, Venture Capital, Investor Relations, Investment Management, Asset Management
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of California, Santa Barbara 1983 — 1987
BA, Business/Economics
Passport Capital July 2010 - Present
SME 2004 - 2007
WR Hambrecht 2000 - 2002
Volpe, Brown, Whelan 1998 - 2000
UBS Investment Bank 1997 - 1998
Robertson, Stephens & Co. 1994 - 1997
Kidder Peabody 1991 - 1994
Skills
Long/Short Equity, Alternative Investments, Asset Managment, Fund Of Funds, Commodity, Global Macro, Hedge Funds, Asset Allocation, Equities, Investments, Portfolio Management, Due Diligence, Private Equity, Trading, Securities, Investment Banking, Investment Strategies, Investment Advisory, Venture Capital, Investor Relations, Investment Management, Asset Management
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance
University of California, Santa Barbara 1983 — 1987
BA, Business/Economics
Betsy OShea Betsy OShea's Kidder Peabody Experience October 1984 - June 1991
Job owner/landscape designer at Soundview Garden Designs
Industry Financial Services
Experience
Soundview Garden Designs October 2010 - Present
Bloomberg LP March 1998 - November 2005
Kidder Peabody October 1984 - June 1991
Merrill Lynch March 1982 - October 1984
Education
Huntington High School
State University of New York College at Cortland
BA, Economics magna cum laude
Soundview Garden Designs October 2010 - Present
Bloomberg LP March 1998 - November 2005
Kidder Peabody October 1984 - June 1991
Merrill Lynch March 1982 - October 1984
Education
Huntington High School
State University of New York College at Cortland
BA, Economics magna cum laude
Dean Arezone Dean Arezone's Kidder Peabody Experience January 1993 - July 1995
Job Sales Executive at Premier Equipment
Industry Machinery
Experience
Premier Equipment March 2012 - Present
Mid-Weston December 2001 - March 2012
RJ Evans and Associates January 1995 - January 1999
Kidder Peabody January 1993 - July 1995
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Direct Recruiting, Screening, Executive Search, Salary Negotiation, Sourcing, Staffing Services, Direct Sourcing, Candidate Screening, Client Relationship..., Recruiting, Benefits Negotiation, Screening Resumes, SDLC, Sales Process, Cold Calling, Temporary Placement, Interviews, Leadership, Personnel Management, CRM, Sales, Applicant Tracking..., Internet Recruiting, Marketing
Education
The Ohio State University 1988 — 1990
Business
Brush
Brush
Brush
Premier Equipment March 2012 - Present
Mid-Weston December 2001 - March 2012
RJ Evans and Associates January 1995 - January 1999
Kidder Peabody January 1993 - July 1995
Skills
Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Direct Recruiting, Screening, Executive Search, Salary Negotiation, Sourcing, Staffing Services, Direct Sourcing, Candidate Screening, Client Relationship..., Recruiting, Benefits Negotiation, Screening Resumes, SDLC, Sales Process, Cold Calling, Temporary Placement, Interviews, Leadership, Personnel Management, CRM, Sales, Applicant Tracking..., Internet Recruiting, Marketing
Education
The Ohio State University 1988 — 1990
Business
Brush
Brush
Brush
Edward Neugeboren Edward Neugeboren's Kidder Peabody Experience 1993 - 1995
Job Managing Director & CoFounder, ArcLight Advisors
Industry Investment Banking
Experience
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
ArcLight Advisors May 2013 - Present
Ledgemont Capital Group 2004 - May 2013
Lehman Brothers 1998 - 2000
UBS 1995 - 1998
Dillon, Read & Co. 1995 - 1997
Kidder Peabody 1993 - 1995
Skills
Business Planning, Business Strategy, Corporate Development, Equity Research, Financial Modeling, Mergers, Mergers, Private Equity, Investment Banking, M, Start-ups, Strategic Planning, Investments, Valuation, Venture Capital, Strategy, Due Diligence, Emerging Markets
Education
Union College 1988 — 1992
Economics
Kent School
Carrie Pryor Carrie Pryor's Kidder Peabody Experience 1985 - 1988
Job
Industry Staffing and Recruiting
Experience
Greenwich Harbor Partners June 2010 - Present
The New York Pops September 2014 - Present
CTPartners September 2009 - 2010
Korn Ferry October 2003 - September 2009
Spencer Stuart 1998 - 2002
Ward Howell International/LAI 1989 - 1997
Kidder Peabody 1985 - 1988
Pacific Telesis 1983 - 1986
ROLM Corporation 1982 - 1983
Skills
Executive Search, Management, Digital Media, Recruiting, Strategic Partnerships, E-commerce, Entrepreneurship, Entertainment, Strategy, Customer Acquisition, Private Equity, Business Information, Talent Acquisition, Customer Experience
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
University of Michigan 1970 — 1974
B.A. Honors and Distinction, Chinese Studies
Greenwich Harbor Partners June 2010 - Present
The New York Pops September 2014 - Present
CTPartners September 2009 - 2010
Korn Ferry October 2003 - September 2009
Spencer Stuart 1998 - 2002
Ward Howell International/LAI 1989 - 1997
Kidder Peabody 1985 - 1988
Pacific Telesis 1983 - 1986
ROLM Corporation 1982 - 1983
Skills
Executive Search, Management, Digital Media, Recruiting, Strategic Partnerships, E-commerce, Entrepreneurship, Entertainment, Strategy, Customer Acquisition, Private Equity, Business Information, Talent Acquisition, Customer Experience
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
University of Michigan 1970 — 1974
B.A. Honors and Distinction, Chinese Studies
Raquel Vargas Palmer Raquel Vargas Palmer's Kidder Peabody Experience 1994 - 1994
Job Partner and Member of Investment Committee KPS Capital Partners
Industry Venture Capital & Private Equity
Experience
KPS Capital Partners 1997 - Present
KPS Capital Partners November 1994 - Present
Kidder Peabody 1994 - 1994
Education
Stanford University 1990 — 1994
Political Science
KPS Capital Partners 1997 - Present
KPS Capital Partners November 1994 - Present
Kidder Peabody 1994 - 1994
Education
Stanford University 1990 — 1994
Political Science
Brian Maimone Brian Maimone's Kidder Peabody Experience 1985 - 1988
Job |
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2009
Furman Selz/ING 1995 - 2001
Bechtel Corporation 1988 - 1989
Kidder Peabody 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Marketing, Capital Markets, Finance, Equity Research, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Banking, Investment Strategies, Financial Advisory, Investment Advisory, Wealth Management, Asset Management, Project Management, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Applied Science (BASc), Industrial Engineering and Operations Research
University of Rochester
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University
Morgan Stanley Smith Barney 2008 - 2009
Furman Selz/ING 1995 - 2001
Bechtel Corporation 1988 - 1989
Kidder Peabody 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Marketing, Capital Markets, Finance, Equity Research, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Banking, Investment Strategies, Financial Advisory, Investment Advisory, Wealth Management, Asset Management, Project Management, Equities, Risk Management
Education
University of Massachusetts, Amherst
Bachelor of Applied Science (BASc), Industrial Engineering and Operations Research
University of Rochester
Master of Business Administration (MBA), Accounting and Finance
Stony Brook University
Townes G. Pressler, Jr. Townes G. Pressler, Jr.'s Kidder Peabody Experience 1991 - 1996
Job Managing Director at Lime Rock Partners
Industry Venture Capital & Private Equity
Experience
Lime Rock Partners April 2007 - Present
Peregrine Oil and Gas 2004 - 2007
Harrison & Lovegrove 2002 - 2004
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2002
Kidder Peabody 1991 - 1996
Texas Commerce Bank / Chemical Bank 1986 - 1989
Skills
Private Equity, Mergers, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Financial Modeling, LBO, Corporate Development, Investment Banking, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1982 — 1986
Bachelor of Arts (BA), Economics
Lime Rock Partners April 2007 - Present
Peregrine Oil and Gas 2004 - 2007
Harrison & Lovegrove 2002 - 2004
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2002
Kidder Peabody 1991 - 1996
Texas Commerce Bank / Chemical Bank 1986 - 1989
Skills
Private Equity, Mergers, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Financial Modeling, LBO, Corporate Development, Investment Banking, Energy
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1982 — 1986
Bachelor of Arts (BA), Economics
Ayaz Mahmud Ayaz Mahmud's Kidder Peabody Experience 1982 - 1994
Job Founder, West Branch Capital
Industry Investment Management
Experience
West Branch Capital LLC December 2004 - Present
Lehman Brothers 1999 - 2004
Smith Barney 1994 - 1999
Kidder Peabody 1982 - 1994
Skills
Investments, Entrepreneurship, Finance, Executive Management, Mergers & Acquisitions, New Business Development, Angel Investing, Strategic Planning, Start-ups
Education
Syracuse University
MA/MBA
West Branch Capital LLC December 2004 - Present
Lehman Brothers 1999 - 2004
Smith Barney 1994 - 1999
Kidder Peabody 1982 - 1994
Skills
Investments, Entrepreneurship, Finance, Executive Management, Mergers & Acquisitions, New Business Development, Angel Investing, Strategic Planning, Start-ups
Education
Syracuse University
MA/MBA
Bonnie Platt Bonnie Platt's Kidder Peabody Experience June 1984 - 1987
Job Broker Associate at Berkshire Hathaway Home Services California Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices California Properties December 2009 - Present
Kidder Peabody June 1984 - 1987
Salomon Brothers June 1982 - June 1984
Skills
Short Sales, Buyer Representation, REO, Sellers, Foreclosures, Investment Properties, Real Estate Transactions, New Home Sales, Real Estate Economics, First Time Home Buyers, Relocation, Move Up Buyers, Single Family Homes, Listings, Income Properties, Vacation Homes, Buyers, Relocation Buyers, Investors, Home Staging, New Homes, Seller Representation
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Stanford University 1974 — 1978
BA, Econoomics
Berkshire Hathaway HomeServices California Properties December 2009 - Present
Kidder Peabody June 1984 - 1987
Salomon Brothers June 1982 - June 1984
Skills
Short Sales, Buyer Representation, REO, Sellers, Foreclosures, Investment Properties, Real Estate Transactions, New Home Sales, Real Estate Economics, First Time Home Buyers, Relocation, Move Up Buyers, Single Family Homes, Listings, Income Properties, Vacation Homes, Buyers, Relocation Buyers, Investors, Home Staging, New Homes, Seller Representation
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
MBA, Finance
Stanford University 1974 — 1978
BA, Econoomics
Carolyn Hoge Carolyn Hoge's Kidder Peabody Experience September 1983 - July 1985
Job Director of Investments and Insurance at Astoria Bank
Industry Financial Services
Experience
Astoria Bank October 2013 - Present
Capital One October 2002 - August 2013
EAB Financial Strategies March 2000 - October 2001
EAB Financial Strategies July 1997 - March 2000
EAB Financial Strategies August 1985 - July 1997
Kidder Peabody September 1983 - July 1985
Skills
Banking, Mutual Funds, Investments, Leadership, Retirement Planning, Financial Services, Series 7, Sales, Insurance, Series 63, Relationship Management, Cross Selling, Wealth Management, Securities, Sales Management, Retail Banking, Retirement, Team Building, Business Development, Financial Analysis, Series 24, Asset Managment, Team Leadership, Licenses: FINRA Series..., NY Life, Accident,..., Mentoring, Series 66, Series 53, Cross Functional Team..., recruiting, branch networking, Coaching, Training, Industry knowledge, Territory management, strategic planning, vendor relationships, Time Management, motivational, Liasoning, effectively managing..., Supervisory Skills, Communication skills, Passionate about work, Holistic view, Driving Results, Hands-on Approach, Multi Tasking, Interpersonal Skill, Problem Solving
Education
State University of New York College at Geneseo 1979 — 1983
Bachelor of Science, Business
Garden City High School
Astoria Bank October 2013 - Present
Capital One October 2002 - August 2013
EAB Financial Strategies March 2000 - October 2001
EAB Financial Strategies July 1997 - March 2000
EAB Financial Strategies August 1985 - July 1997
Kidder Peabody September 1983 - July 1985
Skills
Banking, Mutual Funds, Investments, Leadership, Retirement Planning, Financial Services, Series 7, Sales, Insurance, Series 63, Relationship Management, Cross Selling, Wealth Management, Securities, Sales Management, Retail Banking, Retirement, Team Building, Business Development, Financial Analysis, Series 24, Asset Managment, Team Leadership, Licenses: FINRA Series..., NY Life, Accident,..., Mentoring, Series 66, Series 53, Cross Functional Team..., recruiting, branch networking, Coaching, Training, Industry knowledge, Territory management, strategic planning, vendor relationships, Time Management, motivational, Liasoning, effectively managing..., Supervisory Skills, Communication skills, Passionate about work, Holistic view, Driving Results, Hands-on Approach, Multi Tasking, Interpersonal Skill, Problem Solving
Education
State University of New York College at Geneseo 1979 — 1983
Bachelor of Science, Business
Garden City High School
David Vieths David Vieths's Kidder Peabody Experience 1989 - 1994
Job Account Executive Pacific Union Financial
Industry Banking
Experience
Pacific Union Financial December 2013 - Present
ICON Residential June 2012 - November 2013
BMO Harris/ M&I Bank 2004 - 2012
DRV, INC./ Paladin Partners L.P. 1994 - 2004
Kidder Peabody 1989 - 1994
Skills
Sales Management, New Business Development, Strategic Planning, Financial Analysis, Relationship Management, Investment Advisory, Wholesale Lending, Credit, Negotiation, Mergers & Acquisitions, Sales, Financial Services, Loans, Fixed Income, Mortgage Lending, Funding, Banking, Risk Management, Selling
Education
University of Minnesota-Twin Cities 1968 — 1972
Pacific Union Financial December 2013 - Present
ICON Residential June 2012 - November 2013
BMO Harris/ M&I Bank 2004 - 2012
DRV, INC./ Paladin Partners L.P. 1994 - 2004
Kidder Peabody 1989 - 1994
Skills
Sales Management, New Business Development, Strategic Planning, Financial Analysis, Relationship Management, Investment Advisory, Wholesale Lending, Credit, Negotiation, Mergers & Acquisitions, Sales, Financial Services, Loans, Fixed Income, Mortgage Lending, Funding, Banking, Risk Management, Selling
Education
University of Minnesota-Twin Cities 1968 — 1972
Anne Lieth Khanna Anne Lieth Khanna's Kidder Peabody Experience May 1992 - September 1992
Job Chief Risk Officer at Technology Project Finance, LLC
Industry Financial Services
Experience
Technology Project Finance, LLC October 2010 - March 2013
GE Capital April 1995 - December 2008
IBM Credit Corp. September 1993 - April 1995
Kidder Peabody May 1992 - September 1992
NCR September 1988 - May 1991
Skills
Investment Banking, Finance, Investments, Financial Risk, Restructuring, Financial Structuring, Funding, Portfolio Management, Financial Modeling, Credit Analysis, Corporate Finance, Credit Risk, Structured Finance, Leveraged Finance, Capital Markets, Credit, Valuation, Financial Analysis, Private Equity, Corporate Law
Education
Wharton School of Business 1991 — 1993
MBA, Finance
University of Georgia - Terry College of Business 1985 — 1988
BBA, Finance
Technology Project Finance, LLC October 2010 - March 2013
GE Capital April 1995 - December 2008
IBM Credit Corp. September 1993 - April 1995
Kidder Peabody May 1992 - September 1992
NCR September 1988 - May 1991
Skills
Investment Banking, Finance, Investments, Financial Risk, Restructuring, Financial Structuring, Funding, Portfolio Management, Financial Modeling, Credit Analysis, Corporate Finance, Credit Risk, Structured Finance, Leveraged Finance, Capital Markets, Credit, Valuation, Financial Analysis, Private Equity, Corporate Law
Education
Wharton School of Business 1991 — 1993
MBA, Finance
University of Georgia - Terry College of Business 1985 — 1988
BBA, Finance
Matthew Lindland Matthew Lindland's Kidder Peabody Experience 1982 - 1991
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Arthur Dobosiewicz Arthur Dobosiewicz's Kidder Peabody Experience March 1984 - March 1989
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
UBS December 2008 - Present
Wachovia Securities July 2003 - December 2008
Prudential Securities April 2000 - July 2003
Paine Webber November 1992 - April 2000
Kidder Peabody March 1984 - March 1989
Education
The Ohio State University 1975 — 1980
BA, Economics
Rob Messinger, CFS, CLU, ChFC's Kidder Peabody Experience February 1984 - June 1992
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS June 1992 - Present
Kidder Peabody February 1984 - June 1992
Education
The American College 2011 — 2012
ChFC, Financial Planning
The American College 2001 — 2003
CLU, Insurance and Estate Planning
Institute of Business & Finance 1995 — 1995
CFS, Financial Planning
College for Financial Planning 1992 — 1994
Financial Planning
Xavier University - School of Business Administration 1981 — 1983
MBA, Finance & Tax
University of Evansville 1976 — 1980
BA, Education
North Central High School 1971 — 1975
UBS June 1992 - Present
Kidder Peabody February 1984 - June 1992
Education
The American College 2011 — 2012
ChFC, Financial Planning
The American College 2001 — 2003
CLU, Insurance and Estate Planning
Institute of Business & Finance 1995 — 1995
CFS, Financial Planning
College for Financial Planning 1992 — 1994
Financial Planning
Xavier University - School of Business Administration 1981 — 1983
MBA, Finance & Tax
University of Evansville 1976 — 1980
BA, Education
North Central High School 1971 — 1975
David Menegus David Menegus's Kidder Peabody Experience August 1992 - March 1995
Job Senior Financial Advisor, Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Summit Brokerage Services, Inc. October 2009 - Present
UBS June 2006 - September 2009
Quest Capital Strategies, Inc. July 2003 - November 2006
IXIS Securities January 2001 - January 2002
PaineWebber March 1998 - December 2000
PaineWebber March 1997 - March 1998
PaineWebber April 1996 - March 1997
PaineWebber March 1995 - April 1996
Kidder Peabody August 1992 - March 1995
Kidder Peabody May 1989 - August 1992
Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63
Education
Thomas College 1982 — 1986
BS/MBA, Computer Info Systems/Business Administration
Ridgewood, HS, NJ 1977 — 1980
Glenn Guida Glenn Guida's Kidder Peabody Experience December 1993 - December 1994
Job Sr. Consultant Pricing & Contract Mgt at Verizon Enterprise Solutions
Industry Telecommunications
Experience
Verizon Enterprise Solutions May 2006 - Present
MCI April 2005 - May 2006
AT&T August 2002 - April 2005
AT&T July 2001 - August 2002
AT&T August 1999 - July 2001
AT&T October 1996 - August 1999
Kidder Peabody December 1993 - December 1994
Skills
Telecommunications, Managed Services, Pricing, Business Case, RFP, Pricing Strategy, VoIP, Vendor Management, Outsourcing, Solution Selling, Cross-functional Team..., Financial Analysis, Competitive Analysis, Unified Communications, Forecasting, CFA (Chartered..., Analysis, Data Center, CRM, IP, MPLS, Strategic Partnerships, Professional Services, Finance, Contract Negotiation, Business Development, Product Management, Wireless, Integration, Cloud Computing, Program Management, Pre-sales, SaaS, Strategy
Education
Stevens Institute of Technology 1998 — 2000
M.S., Project Management
The College of New Jersey 1987 — 1992
B.S., Finance
Verizon Enterprise Solutions May 2006 - Present
MCI April 2005 - May 2006
AT&T August 2002 - April 2005
AT&T July 2001 - August 2002
AT&T August 1999 - July 2001
AT&T October 1996 - August 1999
Kidder Peabody December 1993 - December 1994
Skills
Telecommunications, Managed Services, Pricing, Business Case, RFP, Pricing Strategy, VoIP, Vendor Management, Outsourcing, Solution Selling, Cross-functional Team..., Financial Analysis, Competitive Analysis, Unified Communications, Forecasting, CFA (Chartered..., Analysis, Data Center, CRM, IP, MPLS, Strategic Partnerships, Professional Services, Finance, Contract Negotiation, Business Development, Product Management, Wireless, Integration, Cloud Computing, Program Management, Pre-sales, SaaS, Strategy
Education
Stevens Institute of Technology 1998 — 2000
M.S., Project Management
The College of New Jersey 1987 — 1992
B.S., Finance
Ron Moorman Ron Moorman's Kidder Peabody Experience 1985 - 1989
Job Founder and CEO at IntroVentions
Industry E-Learning
Experience
IntroVentions 2010 - Present
RMA Solutions October 2006 - Present
Donaldson, Lufkin & Jenrette / Credit Suisse January 1989 - November 2004
Kidder Peabody 1985 - 1989
Skills
Strategic Planning, New Business Development, Salesforce.com, Fundraising, Customer Service, Team Building, CRM, Project Management, Sales, Marketing Strategy, Solution Selling, Leadership Development, Email Marketing, Program Management, Nonprofits, Training
Education
University of Houston
IntroVentions 2010 - Present
RMA Solutions October 2006 - Present
Donaldson, Lufkin & Jenrette / Credit Suisse January 1989 - November 2004
Kidder Peabody 1985 - 1989
Skills
Strategic Planning, New Business Development, Salesforce.com, Fundraising, Customer Service, Team Building, CRM, Project Management, Sales, Marketing Strategy, Solution Selling, Leadership Development, Email Marketing, Program Management, Nonprofits, Training
Education
University of Houston
Barbara Lundberg Barbara Lundberg's Kidder Peabody Experience 1986 - 1990
Job Managing Director Alvarez & Marsal; Board Member Axcelis Technologies, Inc.
Industry Executive Office
Experience
Alvarez & Marsal September 2015 - Present
Axcelis Technologies 2014 - Present
TFKable May 2012 - November 2013
Kolaja & Partners and Other 2004 - 2011
Elektrim SA 1999 - 2001
Enterprise Investors/ Polish American Enterprise Fund 1990 - 1999
Kidder Peabody 1986 - 1990
Apax Partners (formerly Alan Patricof Associates, Inc) 1983 - 1986
McGraw-Hill 1981 - 1983
Exxon Chemical - Exxon Enterprises 1977 - 1981
Skills
Investments, Asset Management, Private Equity, Restructuring, Business Strategy, Venture Capital, Portfolio Management, Corporate Finance, Negotiation, Joint Ventures, Emerging Markets, Alternative Investments, Strategy Development, Equities, IPO, Strategic Planning, Telecommunications, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Financial Modeling, Strategy, Investment Banking, Project Finance, Finance, Financial Analysis, Valuation, Private Placements, Asset Managment, Management, Capital Markets, Management Consulting, Structured Finance, Business Valuation, Start-ups, Business Planning, M&A experience, Managerial Finance, Financial Structuring, Investment Management, Funding, Financial Advisory, Strategic Financial..., Financial Reporting, Corporate Development, Acquisition Integration, Capital, LBO, Leveraged Finance, Executive Management
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance
Tufts University 1970 — 1973
BA, Political Science
Alvarez & Marsal September 2015 - Present
Axcelis Technologies 2014 - Present
TFKable May 2012 - November 2013
Kolaja & Partners and Other 2004 - 2011
Elektrim SA 1999 - 2001
Enterprise Investors/ Polish American Enterprise Fund 1990 - 1999
Kidder Peabody 1986 - 1990
Apax Partners (formerly Alan Patricof Associates, Inc) 1983 - 1986
McGraw-Hill 1981 - 1983
Exxon Chemical - Exxon Enterprises 1977 - 1981
Skills
Investments, Asset Management, Private Equity, Restructuring, Business Strategy, Venture Capital, Portfolio Management, Corporate Finance, Negotiation, Joint Ventures, Emerging Markets, Alternative Investments, Strategy Development, Equities, IPO, Strategic Planning, Telecommunications, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Financial Modeling, Strategy, Investment Banking, Project Finance, Finance, Financial Analysis, Valuation, Private Placements, Asset Managment, Management, Capital Markets, Management Consulting, Structured Finance, Business Valuation, Start-ups, Business Planning, M&A experience, Managerial Finance, Financial Structuring, Investment Management, Funding, Financial Advisory, Strategic Financial..., Financial Reporting, Corporate Development, Acquisition Integration, Capital, LBO, Leveraged Finance, Executive Management
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance
Tufts University 1970 — 1973
BA, Political Science
Rick Knapp Rick Knapp's Kidder Peabody Experience March 1982 - September 1994
Job Investment Associate, CRPC Cherne Breitbach Knapp
Industry Investment Management
Experience
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
UBS Financial Services Inc. 2010 - Present
Merrill Lynch September 1999 - September 2010
Morgan Stanley September 1994 - September 1999
Kidder Peabody March 1982 - September 1994
Kidder Peabody 1982 - 1994
Skills
Investment Advisory, Wealth Management, Asset Allocation, Series 7, Retirement Planning, Fixed Income
Education
St. Olaf College
Bachelor of Arts
Dan Ahern Dan Ahern's Kidder Peabody Experience 1988 - 1989
Job CFO at Roll Forming Corporation
Industry Industrial Automation
Experience
Roll Forming Corporation April 2012 - Present
Beam Global Spirits & Wine June 2007 - April 2012
Future Brands LLC June 2006 - June 2007
Fortune Brands February 2000 - June 2006
Amalgamated Bank of Chicago January 1992 - January 1999
Kidder Peabody 1988 - 1989
United States Marine Corps October 1983 - October 1987
Skills
Mergers, Financial Reporting, Forecasting, Cash Flow Forecasting, Pricing, Strategic Planning, Portfolio Management, Investments, Financial Analysis, Mergers & Acquisitions, Income Statement, Hyperion Enterprise, Managerial Finance, Manufacturing, Program Management, Finance, Inventory Management, Cross-functional Team..., Budgets, Strategic Financial..., Financial Modeling, Essbase, Supply Chain, Process Improvement
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1991
BS, Accounting
Roll Forming Corporation April 2012 - Present
Beam Global Spirits & Wine June 2007 - April 2012
Future Brands LLC June 2006 - June 2007
Fortune Brands February 2000 - June 2006
Amalgamated Bank of Chicago January 1992 - January 1999
Kidder Peabody 1988 - 1989
United States Marine Corps October 1983 - October 1987
Skills
Mergers, Financial Reporting, Forecasting, Cash Flow Forecasting, Pricing, Strategic Planning, Portfolio Management, Investments, Financial Analysis, Mergers & Acquisitions, Income Statement, Hyperion Enterprise, Managerial Finance, Manufacturing, Program Management, Finance, Inventory Management, Cross-functional Team..., Budgets, Strategic Financial..., Financial Modeling, Essbase, Supply Chain, Process Improvement
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1991
BS, Accounting
Claudia Reyes, CFA Claudia Reyes, CFA's Kidder Peabody Experience January 1994 - July 1994
Job Portfolio Manager at Global Financial Services
Industry Financial Services
Experience
Global Financial Services January 2007 - Present
Global Financial Services July 1994 - August 1998
Kidder Peabody January 1994 - July 1994
Consorcio Industrial January 1992 - January 1993
Skills
Portfolio Management, Microsoft Office, Fixed Income, Risk Management, Trading, Finance, Market Research, Equities, High Yield, Asset Allocation, Investments, Valuation, Securities, Management, Series 7, Analysis, Investment Banking, Business Strategy, Financial Modeling
Education
University of Houston 2000 — 2003
MBA
The University of Manchester 1990 — 1991
MSc, Process Integration (Chem Eng)
Universidad Autónoma Metropolitana 1984 — 1988
BSc, Chemical Engineering
Global Financial Services January 2007 - Present
Global Financial Services July 1994 - August 1998
Kidder Peabody January 1994 - July 1994
Consorcio Industrial January 1992 - January 1993
Skills
Portfolio Management, Microsoft Office, Fixed Income, Risk Management, Trading, Finance, Market Research, Equities, High Yield, Asset Allocation, Investments, Valuation, Securities, Management, Series 7, Analysis, Investment Banking, Business Strategy, Financial Modeling
Education
University of Houston 2000 — 2003
MBA
The University of Manchester 1990 — 1991
MSc, Process Integration (Chem Eng)
Universidad Autónoma Metropolitana 1984 — 1988
BSc, Chemical Engineering
Richard Gilhooly's Kidder Peabody Experience 1992 - 1994
Job Global Macro Strategist
Industry Capital Markets
Experience
TD August 2010 - March 2015
Navigate Advisors July 2008 - April 2010
BNP Paribas June 1994 - April 2008
Kidder Peabody 1992 - 1994
Baring Brothers 1990 - 1992
Midland Bank 1988 - 1990
Skills
Fixed Income, Economics, Capital Markets, Derivatives, Financial Markets, Equities, Hedge Funds, Portfolio Management, Bloomberg, Investments, Options, Bonds, Trading
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
Master's degree, Economics
TD August 2010 - March 2015
Navigate Advisors July 2008 - April 2010
BNP Paribas June 1994 - April 2008
Kidder Peabody 1992 - 1994
Baring Brothers 1990 - 1992
Midland Bank 1988 - 1990
Skills
Fixed Income, Economics, Capital Markets, Derivatives, Financial Markets, Equities, Hedge Funds, Portfolio Management, Bloomberg, Investments, Options, Bonds, Trading
Education
The London School of Economics and Political Science (LSE) 1987 — 1988
Master's degree, Economics
Jeffrey Clyde Jeffrey Clyde's Kidder Peabody Experience 1994 - 1995
Job Managing Director at Pario Capital LLC
Industry Investment Banking
Experience
Pario Capital LLC 2007 - Present
HOT/SHOT Radar Inspections 2002 - 2006
Prospect Street Ventures 2001 - 2002
Goldman Sachs 1999 - 2001
Salomon Brothers nka Citigroup 1995 - 1999
Kidder Peabody 1994 - 1995
Merrill Lynch & Co., Inc. 1992 - 1994
Skills
Private Equity, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Business Development, Energy, Corporate Finance, Investments, Due Diligence, Project Finance, Strategic Planning
Education
Anderson Graduate School of Management at UCLA 1990 — 1992
MBA
Yale University 1981 — 1985
BA, Economics
Pario Capital LLC 2007 - Present
HOT/SHOT Radar Inspections 2002 - 2006
Prospect Street Ventures 2001 - 2002
Goldman Sachs 1999 - 2001
Salomon Brothers nka Citigroup 1995 - 1999
Kidder Peabody 1994 - 1995
Merrill Lynch & Co., Inc. 1992 - 1994
Skills
Private Equity, Strategy, Valuation, Mergers & Acquisitions, Venture Capital, Business Development, Energy, Corporate Finance, Investments, Due Diligence, Project Finance, Strategic Planning
Education
Anderson Graduate School of Management at UCLA 1990 — 1992
MBA
Yale University 1981 — 1985
BA, Economics
Janet Volpe-McDonough's Kidder Peabody Experience 1985 - 1987
Job Financial Sales Leader Driven to Excel in Customer Satisfaction with Innovative Strategies that Produce Results
Industry Financial Services
Experience
Citizens Bank July 2012 - July 2013
JPMorgan Chase & Co. March 2006 - November 2006
JPMorgan Chase May 1995 - May 2000
JPMorgan Chase May 1995 - October 1997
GE Capital January 1988 - January 1995
Putnam Investor Services June 1987 - October 1988
Kidder Peabody 1985 - 1987
Skills
Mortgage Lending, Sales, Sales Operations, Banking, Credit, Mortgage Banking, CRM, New Business Development, Account Management, Marketing, Loans, Management, Business Development, Sales Management, Underwriting, Refinance, Recruiting, Loan Origination, Customer Service, Training, Financial Services, Residential Mortgages, Credit Analysis, Leadership, Negotiation
Education
Stonehill College 1982 — 1986
B.A, Economics
2016 Level I Candidate in the CFA Program
Citizens Bank July 2012 - July 2013
JPMorgan Chase & Co. March 2006 - November 2006
JPMorgan Chase May 1995 - May 2000
JPMorgan Chase May 1995 - October 1997
GE Capital January 1988 - January 1995
Putnam Investor Services June 1987 - October 1988
Kidder Peabody 1985 - 1987
Skills
Mortgage Lending, Sales, Sales Operations, Banking, Credit, Mortgage Banking, CRM, New Business Development, Account Management, Marketing, Loans, Management, Business Development, Sales Management, Underwriting, Refinance, Recruiting, Loan Origination, Customer Service, Training, Financial Services, Residential Mortgages, Credit Analysis, Leadership, Negotiation
Education
Stonehill College 1982 — 1986
B.A, Economics
2016 Level I Candidate in the CFA Program
Chad Helmcamp Chad Helmcamp's Kidder Peabody Experience April 1994 - January 1995
Job Loan Officer at Legacy Mutual Mortgage
Industry Real Estate
Experience
Legacy Mutual Mortgage October 2013 - Present
Envoy Mortgage August 2009 - October 2013
Secure Mortgage Company January 2006 - July 2009
Iwayloan, LP March 2003 - December 2005
UBS Financial Services 1994 - 2003
AIM Investments 1999 - 2001
Kidder Peabody April 1994 - January 1995
Skills
Foreclosures, Team Building, Mortgage Lending, New Home Sales, Refinance, FHA, FHA financing, Small Business, Investments, Selling, Real Estate, Loans, Investment Properties, Sales, Residential Homes, Marketing, USDA, Finance, First Time Home Buyers, Real Estate Economics, VA loans, Home Equity Loans, Residential Mortgages, Reverse Mortgages, Government Loans, Loan Origination, Certified Mortgage..., Credit, Referrals, Construction Loans, Real Estate Financing, Investors, Real Estate Transactions, Mortgage Marketing, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Houston 1994 — 1999
1999, BBA in Finance
University of California, Santa Barbara 1993 — 1994
Lamar High School 1991 — 1993
Lutheran High North
Legacy Mutual Mortgage October 2013 - Present
Envoy Mortgage August 2009 - October 2013
Secure Mortgage Company January 2006 - July 2009
Iwayloan, LP March 2003 - December 2005
UBS Financial Services 1994 - 2003
AIM Investments 1999 - 2001
Kidder Peabody April 1994 - January 1995
Skills
Foreclosures, Team Building, Mortgage Lending, New Home Sales, Refinance, FHA, FHA financing, Small Business, Investments, Selling, Real Estate, Loans, Investment Properties, Sales, Residential Homes, Marketing, USDA, Finance, First Time Home Buyers, Real Estate Economics, VA loans, Home Equity Loans, Residential Mortgages, Reverse Mortgages, Government Loans, Loan Origination, Certified Mortgage..., Credit, Referrals, Construction Loans, Real Estate Financing, Investors, Real Estate Transactions, Mortgage Marketing, Mortgage Underwriting, VA Loans, FHA Financing
Education
University of Houston 1994 — 1999
1999, BBA in Finance
University of California, Santa Barbara 1993 — 1994
Lamar High School 1991 — 1993
Lutheran High North
Ken Aspell Ken Aspell's Kidder Peabody Experience August 1978 - August 1991
Job Luxury Residential Property Specialist
Industry Real Estate
Experience
Zephyr Real Estate January 2014 - Present
KCG Holdings, Inc. January 2003 - December 2013
Goldman Sachs August 1991 - January 2003
Kidder Peabody August 1978 - August 1991
Skills
Real Estate, Negotiation, Real Estate Transactions, Single Family Homes, Contract Negotiation, Real Property, Residential Homes, Investment Properties, Sales Management, Valuation, Condos, Property, Financial Markets, Sales, Investors, Buyer Representation, Investments, International Real..., Real Estate Development, Buyers, First Time Home Buyers, Sellers, Luxury, Selling, Market Data, Relocation, Listings, 1031 Exchanges, Corporate Relocation, Auctions, Asset Management, Online Marketing, Referrals, Financial Transactions, Management, Finance, Financial Services, Marketing
Education
Anderson School at UCLA 1976 — 1978
MBA, Finance
UCLA 1973 — 1975
B.A., Economics
Alhambra High School
Zephyr Real Estate January 2014 - Present
KCG Holdings, Inc. January 2003 - December 2013
Goldman Sachs August 1991 - January 2003
Kidder Peabody August 1978 - August 1991
Skills
Real Estate, Negotiation, Real Estate Transactions, Single Family Homes, Contract Negotiation, Real Property, Residential Homes, Investment Properties, Sales Management, Valuation, Condos, Property, Financial Markets, Sales, Investors, Buyer Representation, Investments, International Real..., Real Estate Development, Buyers, First Time Home Buyers, Sellers, Luxury, Selling, Market Data, Relocation, Listings, 1031 Exchanges, Corporate Relocation, Auctions, Asset Management, Online Marketing, Referrals, Financial Transactions, Management, Finance, Financial Services, Marketing
Education
Anderson School at UCLA 1976 — 1978
MBA, Finance
UCLA 1973 — 1975
B.A., Economics
Alhambra High School
Britt Doyle Britt Doyle's Kidder Peabody Experience June 1991 - June 1994
Job Founder at Edgewood Impact
Industry Management Consulting
Experience
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
Edgewood Impact January 2015 - Present
Gordian Wealth Advisors November 2011 - July 2014
UBS October 2008 - October 2011
Citigroup April 1997 - October 2008
Merrill Lynch June 1994 - April 1997
Kidder Peabody June 1991 - June 1994
Security Pacific Hoare Govett Asia Ltd. - Singapore June 1987 - August 1988
Skills
Wealth Management, Private Wealth..., Portfolio Management, Asset, Wealth Transfer, Wealth Management..., Alternative Investments, Wealth, Retirement Planning, Series 7, Financial Advisory, Investment Management, Venture Capital, Private Equity, Insurance, Equities, Financial Services, Investments, Asset Management, Fixed Income, Family Office, Asset Allocation, Investment Advisory, Hedge Funds, Finance, Trading, Estate Planning, Mutual Funds, Securities, Series 63, Investment Strategies
Education
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Business and Investments
University of California, Berkeley 1983 — 1987
BA, Social Sciences - Asian Studies
Pasadena Polytechnic 1979 — 1983
George O'krepkie George O'krepkie's Kidder Peabody Experience 1991 - 1994
Job Chief Executive Officer at AX Trading Group, LLC
Industry Financial Services
Experience
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
AX Trading Group, LLC June 2015 - Present
Bonds.com January 2009 - December 2014
BTIG February 2009 - May 2010
MarketAxess January 1999 - September 2008
MarketAxess January 2001 - March 2005
TradingEdge January 1999 - January 2001
Lehman Brothers January 1994 - January 1999
Kidder Peabody 1991 - 1994
XEROX Corporation September 1989 - January 1991
Skills
Electronic Trading, Fixed Income, Trading, Credit Derivatives, Emerging Markets, High Yield, Market, Sales Management, Professional Services, Pricing Strategy, Globalization, Series 7, Capital Markets, Bloomberg, Securities, Financial Markets, Equities, Credit, Derivatives, Asset Management, Bonds, Alternative Investments, Investments, Wealth Management, Investment Banking, Mutual Funds, Portfolio Management, Trading Systems, Financial Services, Structured Products, Hedge Funds, CDS, Series 24, Series 63, Options, FINRA, Relationship Management, Start-ups, Private Equity, Valuation, Finance, ETFs, Equity Trading, Asset Allocation, Financial Structuring, Investor Relations, Corporate Finance, Mergers, Due Diligence, Venture Capital
Education
University of Maryland College Park 1984 — 1989
BS, Economics
Louis Portnoy Louis Portnoy's Kidder Peabody Experience August 1992 - July 1994
Job Senior Vice President/ Branch Manager at Ziegler
Industry Financial Services
Experience
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ken Kannappan Ken Kannappan's Kidder Peabody Experience August 1985 - February 1995
Job CEO at Plantronics
Industry Telecommunications
Experience
Plantronics January 1999 - Present
Mattson Technology 1999 - 2013
Integrated Device Technology 2002 - 2008
Plantronics February 1995 - November 1999
Micropolis September 1995 - October 1997
Kidder Peabody August 1985 - February 1995
Kidder Peabody August 1981 - June 1983
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (BA), Economics
Plantronics January 1999 - Present
Mattson Technology 1999 - 2013
Integrated Device Technology 2002 - 2008
Plantronics February 1995 - November 1999
Micropolis September 1995 - October 1997
Kidder Peabody August 1985 - February 1995
Kidder Peabody August 1981 - June 1983
Education
Stanford University Graduate School of Business 1983 — 1985
Master of Business Administration (MBA)
Yale University 1977 — 1981
Bachelor of Arts (BA), Economics
William Mahoney William Mahoney's Kidder Peabody Experience 1984 - 1989
Job Vice President, Commercial Development at Greer Laboratories
Industry Pharmaceuticals
Experience
Greer Laboratories 2008 - Present
Greer Laboratories 2006 - 2007
Greer Laboratories 2005 - 2006
Greer Laboratories 2001 - 2005
Greer Laboratories 1995 - 2001
Greer Laboratories 1990 - 1995
Kidder Peabody 1984 - 1989
Skills
Strategic Planning, Cardiology, Biotechnology, Pharmaceutical Industry, Medical Devices, Product Launch, Sales, Management, Life Sciences, Strategy
Education
Stonehill College 1980 — 1984
BS in Business Administration, Financial Management
Greer Laboratories 2008 - Present
Greer Laboratories 2006 - 2007
Greer Laboratories 2005 - 2006
Greer Laboratories 2001 - 2005
Greer Laboratories 1995 - 2001
Greer Laboratories 1990 - 1995
Kidder Peabody 1984 - 1989
Skills
Strategic Planning, Cardiology, Biotechnology, Pharmaceutical Industry, Medical Devices, Product Launch, Sales, Management, Life Sciences, Strategy
Education
Stonehill College 1980 — 1984
BS in Business Administration, Financial Management
Mike Magluilo Mike Magluilo's Kidder Peabody Experience July 1993 - January 1995
Job Managing Director, Technology & Services Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Robert W. Baird & Co. December 2014 - Present
Classrooms for Cambodia January 2009 - Present
Delta-v Capital September 2011 - December 2014
Pinon Education Services Inc. September 2009 - August 2011
Robert W. Baird January 2004 - May 2009
VIA Networks January 2002 - May 2003
Level 3 Communications January 2000 - January 2001
Daniels & Associates 1997 - 2000
Kidder Peabody July 1993 - January 1995
Skills
Corporate Development, private equity, Technology, Information Technology, Investment Banking, International M&A, Private Equity
Education
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
B.S., Finance
Lyons Township
University of Illinois at Urbana-Champaign
BS, Finance
Sean Thorpe Sean Thorpe's Kidder Peabody Experience 1990 - 1992
Job Principal, Portfolio Manager International Equity Strategy at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC 2007 - Present
Shamrock Holdings 2005 - 2006
Mandeville Partners 1994 - 2005
Salick Health Care 1992 - 1994
Kidder Peabody 1990 - 1992
Drexel Burnham Lambert 1989 - 1990
Skills
Portfolio Management, Finance, Equities, Management, Strategic Planning, Investment Management, Asset Management, Equity Research, Investments, Wealth Management, Mutual Funds, Financial Modeling, Securities, Due Diligence, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income
Education
UCLA 1987 — 1989
Bachelor of Arts (BA), Economics/Finance
UCSB 1985 — 1987
Chemical Engineering
Aristotle Capital Management, LLC 2007 - Present
Shamrock Holdings 2005 - 2006
Mandeville Partners 1994 - 2005
Salick Health Care 1992 - 1994
Kidder Peabody 1990 - 1992
Drexel Burnham Lambert 1989 - 1990
Skills
Portfolio Management, Finance, Equities, Management, Strategic Planning, Investment Management, Asset Management, Equity Research, Investments, Wealth Management, Mutual Funds, Financial Modeling, Securities, Due Diligence, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income
Education
UCLA 1987 — 1989
Bachelor of Arts (BA), Economics/Finance
UCSB 1985 — 1987
Chemical Engineering
Jeffrey Eichenberg Jeffrey Eichenberg's Kidder Peabody Experience December 1990 - February 1995
Job Capital Markets Professional
Industry Capital Markets
Experience
CRT Capital Group LLC November 2006 - Present
RBC Capital Markets March 1995 - September 2005
Kidder, Peabody December 1990 - February 1995
Skills
Trading, Equity Derivatives, Bonds, Capital Structure, Fixed Income, Special Situations, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Options, Proprietary Trading, Credit Derivatives, High Yield, Equities, Bloomberg, Series 7, Equity Trading, Equity Research, Structured Products
Education
University of Michigan 1986 — 1990
BA, Economics
Eastchester HS 1982 — 1986
CRT Capital Group LLC November 2006 - Present
RBC Capital Markets March 1995 - September 2005
Kidder, Peabody December 1990 - February 1995
Skills
Trading, Equity Derivatives, Bonds, Capital Structure, Fixed Income, Special Situations, Derivatives, Alternative Investments, Hedge Funds, Capital Markets, Options, Proprietary Trading, Credit Derivatives, High Yield, Equities, Bloomberg, Series 7, Equity Trading, Equity Research, Structured Products
Education
University of Michigan 1986 — 1990
BA, Economics
Eastchester HS 1982 — 1986
Loretta Chiofolo, CFP®, CRPS® Loretta Chiofolo, CFP®, CRPS®'s Kidder Peabody Experience December 1982 - June 1994
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Finanicial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 1994 - July 2010
Kidder Peabody December 1982 - June 1994
Education
University of Colorado Boulder 1978 — 1982
BA, Economics
Heritage High School 1974 — 1978
Ameriprise Finanicial Services, Inc. March 2010 - Present
Morgan Stanley Smith Barney October 1994 - July 2010
Kidder Peabody December 1982 - June 1994
Education
University of Colorado Boulder 1978 — 1982
BA, Economics
Heritage High School 1974 — 1978
Kevin Slocum's Kidder Peabody Experience September 1991 - April 1992
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Bruce Cook Bruce Cook's Kidder Peabody Experience 1993 - 1994
Job Human Zoology
Industry Research
Experience
Human Zoology... July 2014 - Present
RBS Markets & International Banking January 2009 - June 2014
Greenwich Capital Markets, Inc. August 1994 - January 2009
Kidder Peabody 1993 - 1994
Chemical Bank 1984 - 1993
Bankers Trust Company 1977 - 1984
Education
Syracuse University
Human Zoology... July 2014 - Present
RBS Markets & International Banking January 2009 - June 2014
Greenwich Capital Markets, Inc. August 1994 - January 2009
Kidder Peabody 1993 - 1994
Chemical Bank 1984 - 1993
Bankers Trust Company 1977 - 1984
Education
Syracuse University
Een Tan Een Tan's Kidder Peabody Experience August 1993 - December 1994
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Harvard Business School October 2013 - Present
Greenwood Research / Alphamatician June 2005 - Present
JP Morgan Chase January 1999 - November 2000
JPMorgan Chase April 1995 - December 1998
Kidder Peabody August 1993 - December 1994
Ziegler Securities June 1992 - August 1992
Dain Rauscher April 1989 - August 1991
Skills
Loan Syndication, Investment Banking, Credit Analysis, Structured Finance, Start-ups, Analysis, Business Development, Credit, Finance, Financial Structuring, Investments, Management, Strategy, Syndications, Valuation
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Statistics
University of California, Berkeley 1983 — 1987
BS, Business Administration
Fidelity Investments November 2013 - Present
Harvard Business School October 2013 - Present
Greenwood Research / Alphamatician June 2005 - Present
JP Morgan Chase January 1999 - November 2000
JPMorgan Chase April 1995 - December 1998
Kidder Peabody August 1993 - December 1994
Ziegler Securities June 1992 - August 1992
Dain Rauscher April 1989 - August 1991
Skills
Loan Syndication, Investment Banking, Credit Analysis, Structured Finance, Start-ups, Analysis, Business Development, Credit, Finance, Financial Structuring, Investments, Management, Strategy, Syndications, Valuation
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Statistics
University of California, Berkeley 1983 — 1987
BS, Business Administration
Peter Albanese's Kidder Peabody Experience March 1991 - December 1994
Job Senior Portfolio Manager, Quantitative Strategies at Columbia Management
Industry Financial Services
Experience
Columbia Management August 2014 - Present
Society of Quantitative Analysts May 2008 - Present
Kinetic 2014 - 2015
Kinetic 2014 - 2015
Robeco Investment Management March 2003 - June 2013
US Trust December 1994 - March 2003
Kidder Peabody March 1991 - December 1994
Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Investments, Quantitative Finance, Bloomberg, Quantitative Analytics, Equity Research, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance/Statistics
Stony Brook University 1987 — 1991
BS, Computer Science
Columbia Management August 2014 - Present
Society of Quantitative Analysts May 2008 - Present
Kinetic 2014 - 2015
Kinetic 2014 - 2015
Robeco Investment Management March 2003 - June 2013
US Trust December 1994 - March 2003
Kidder Peabody March 1991 - December 1994
Skills
Fixed Income, Equities, Portfolio Management, Asset Managment, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Investments, Quantitative Finance, Bloomberg, Quantitative Analytics, Equity Research, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance/Statistics
Stony Brook University 1987 — 1991
BS, Computer Science
Sam Sarcone Sam Sarcone's Kidder Peabody Experience 1987 - 1989
Job President @ PensionPlanet.com / Pension Data Resources / Erisa Red Book Online
Industry Financial Services
Experience
Pension Data Resources, Inc. January 1987 - Present
Raymond James Financial Inc. 1993 - 1996
Paine Webber 1990 - 1993
Merrill Lynch 1989 - 1990
Kidder Peabody 1987 - 1989
Towers Watson 1983 - 1987
Skills
401k, Profit Sharing, Defined Benefit, ERISA, Retirement Services
Education
University of South Florida 1982 — 1983
MBA, Business Administration
University of Florida 1978 — 1982
BA, Business Administration
Jesuit
Pension Data Resources, Inc. January 1987 - Present
Raymond James Financial Inc. 1993 - 1996
Paine Webber 1990 - 1993
Merrill Lynch 1989 - 1990
Kidder Peabody 1987 - 1989
Towers Watson 1983 - 1987
Skills
401k, Profit Sharing, Defined Benefit, ERISA, Retirement Services
Education
University of South Florida 1982 — 1983
MBA, Business Administration
University of Florida 1978 — 1982
BA, Business Administration
Jesuit
Christopher Juan Costain's Kidder Peabody Experience 1984 - 1994
Job Lead Finance Specialist
Industry Financial Services
Experience
Water and Sanitation Program, World Bank 2010 - Present
world bank 1996 - Present
UBS January 1995 - December 1995
Kidder, Peabody 1984 - 1994
Skills
Emerging Markets, Investment Banking, Financial Analysis, International..., Management, Hedge Funds, Capital Markets, International Relations, Economic Development, Equities, Commercial Banking, Private Equity, Economic Policy, Project Finance, Fixed Income, Asset Management, Econometrics, International Finance, Economics, Securitization, Policy Analysis, Development Economics, Investments, Macroeconomics, Africa, International Economics, Public/private..., Private Sector..., Financial Structuring, Finance, Corporate Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 1980 — 1984
St. Ninians
St. Ninians
Water and Sanitation Program, World Bank 2010 - Present
world bank 1996 - Present
UBS January 1995 - December 1995
Kidder, Peabody 1984 - 1994
Skills
Emerging Markets, Investment Banking, Financial Analysis, International..., Management, Hedge Funds, Capital Markets, International Relations, Economic Development, Equities, Commercial Banking, Private Equity, Economic Policy, Project Finance, Fixed Income, Asset Management, Econometrics, International Finance, Economics, Securitization, Policy Analysis, Development Economics, Investments, Macroeconomics, Africa, International Economics, Public/private..., Private Sector..., Financial Structuring, Finance, Corporate Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 1980 — 1984
St. Ninians
St. Ninians
Gene Lynch's Kidder Peabody Experience 1986 - 1988
Job Institutional Sales and Trading at New Albion Partners
Industry Capital Markets
Experience
New Albion Partners February 2014 - Present
Access Securities January 2013 - February 2014
MEB Options July 2011 - January 2013
Access Securities March 1991 - July 2011
SBCI February 1989 - July 1990
Kidder Peabody 1986 - 1988
Mabon Nugent 1980 - 1986
Skills
Event Driven, Options, Derivatives, Trading, Institutional, Equities, Hedge Funds, Idea Generation, Market Structure, Strategic Planning, Volatility Arbitrage, Sales, Networking, Consulting, Prospecting Skills, Merger Arbitrage, Arbitrage, FX Options, Electronic Trading, Series 7, Portfolio Management, Securities, ETFs, Capital Markets, Equity Trading, Trading Systems, Trading Strategies, Alternative Investments, Bloomberg, Mutual Funds, FINRA, Fixed Income, Bonds, Stocks, Financial Markets, Technical Analysis, Investments, Equity Research, Emerging Markets, Investment Strategies, Series 63, Commodity, Hedging, Equity Derivatives, Investment Management, Asset Allocation
Education
St. Pius X
State University of New York College at Oswego
BA, Sociology
New Albion Partners February 2014 - Present
Access Securities January 2013 - February 2014
MEB Options July 2011 - January 2013
Access Securities March 1991 - July 2011
SBCI February 1989 - July 1990
Kidder Peabody 1986 - 1988
Mabon Nugent 1980 - 1986
Skills
Event Driven, Options, Derivatives, Trading, Institutional, Equities, Hedge Funds, Idea Generation, Market Structure, Strategic Planning, Volatility Arbitrage, Sales, Networking, Consulting, Prospecting Skills, Merger Arbitrage, Arbitrage, FX Options, Electronic Trading, Series 7, Portfolio Management, Securities, ETFs, Capital Markets, Equity Trading, Trading Systems, Trading Strategies, Alternative Investments, Bloomberg, Mutual Funds, FINRA, Fixed Income, Bonds, Stocks, Financial Markets, Technical Analysis, Investments, Equity Research, Emerging Markets, Investment Strategies, Series 63, Commodity, Hedging, Equity Derivatives, Investment Management, Asset Allocation
Education
St. Pius X
State University of New York College at Oswego
BA, Sociology
Warren R. Colbert, Sr. CIMA's Kidder Peabody Experience January 1980 - August 1988
Job Wealth Advisor at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services Inc. July 1988 - Present
Kidder Peabody January 1980 - August 1988
Paine Webber June 1977 - January 1980
Education
Lincoln University, PA USA
BA
University of Maryland College Park
Doctoral Candidate
University of Pennsylvania - The Wharton School
Wealth Advisor Program - UBS
UBS Financial Services Inc. July 1988 - Present
Kidder Peabody January 1980 - August 1988
Paine Webber June 1977 - January 1980
Education
Lincoln University, PA USA
BA
University of Maryland College Park
Doctoral Candidate
University of Pennsylvania - The Wharton School
Wealth Advisor Program - UBS
Sheryl Koepke's Kidder Peabody Experience April 1993 - November 1994
Job Vice President at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Hans Zandhuis's Kidder Peabody Experience October 1993 - March 1995
Job SVP, Business and Corporate Development at Credit Services Corp
Industry Financial Services
Experience
Credit Services Corp January 2014 - Present
Path-2 Ventures August 2008 - January 2014
Moneta May 2007 - August 2008
Bank of America 2002 - 2007
Bank of America 2002 - 2007
Fidelity Ventures November 1999 - August 2002
Bear Stearns April 1997 - November 1999
Deloitte & Touche Consulting Group March 1995 - April 1998
Kidder Peabody October 1993 - March 1995
Skills
Mergers, Business Strategy, Product Management, Contract Negotiations, Payments, New Business Development, Entrepreneur, Mobile Payments, Strategic Planning, Start-ups, Debit Cards, Strategic Partnerships, Strategy Development, Product Development, Product Strategy, Banking, Strategy, Business Process..., Executive Management, Mergers & Acquisitions, Credit Cards, Risk Management
Education
University of Michigan 1986 — 1990
Economics
Taylor Allderdice
Credit Services Corp January 2014 - Present
Path-2 Ventures August 2008 - January 2014
Moneta May 2007 - August 2008
Bank of America 2002 - 2007
Bank of America 2002 - 2007
Fidelity Ventures November 1999 - August 2002
Bear Stearns April 1997 - November 1999
Deloitte & Touche Consulting Group March 1995 - April 1998
Kidder Peabody October 1993 - March 1995
Skills
Mergers, Business Strategy, Product Management, Contract Negotiations, Payments, New Business Development, Entrepreneur, Mobile Payments, Strategic Planning, Start-ups, Debit Cards, Strategic Partnerships, Strategy Development, Product Development, Product Strategy, Banking, Strategy, Business Process..., Executive Management, Mergers & Acquisitions, Credit Cards, Risk Management
Education
University of Michigan 1986 — 1990
Economics
Taylor Allderdice
Paul Dotson's Kidder Peabody Experience 1992 - 1994
Job MD at TD Bank
Industry Financial Services
Experience
TD Bank June 1996 - Present
Paine Webber 1994 - 1996
Kidder Peabody 1992 - 1994
Education
The Catholic University of America 1988 — 1992
Portsmouth Abbey
TD Bank June 1996 - Present
Paine Webber 1994 - 1996
Kidder Peabody 1992 - 1994
Education
The Catholic University of America 1988 — 1992
Portsmouth Abbey
Mark Secrest's Kidder Peabody Experience 1989 - 1994
Job Managing Director at Stifel
Industry Investment Banking
Experience
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Cori Moyer's Kidder Peabody Experience 1994 - 1995
Job Software Marketing Project Manager at Dell
Industry Information Technology and Services
Experience
Dell Software Group April 2013 - Present
Dell 2011 - 2012
Dell 2009 - 2011
Dell 2004 - 2009
CJM Solutions, Inc. 2000 - 2004
Credit Suisse First Boston 1999 - 2000
Deutsche Bank 1996 - 1999
Smith Barney / Travelers 1995 - 1996
Kidder Peabody 1994 - 1995
Skills
Business Analysis, Event Management, Program Management, Financial Analysis, International Project..., Cross-functional Team..., Sales Enablement, Vendor Management, Product Management, Process Improvement, Project Management, Demand Generation, Product Marketing, Quality Assurance, Six Sigma, Social Media, Radian6, Forecasting, Standardization, Marketing Communications, Database Design, Data Analysis, Trending, Training, Budgets, Project Planning, Marketing, Sales, Business Process..., Integration, PMP, Strategy, CRM
Education
University of Michigan 1989 — 1993
Bachelor of Arts, Management
Dell Software Group April 2013 - Present
Dell 2011 - 2012
Dell 2009 - 2011
Dell 2004 - 2009
CJM Solutions, Inc. 2000 - 2004
Credit Suisse First Boston 1999 - 2000
Deutsche Bank 1996 - 1999
Smith Barney / Travelers 1995 - 1996
Kidder Peabody 1994 - 1995
Skills
Business Analysis, Event Management, Program Management, Financial Analysis, International Project..., Cross-functional Team..., Sales Enablement, Vendor Management, Product Management, Process Improvement, Project Management, Demand Generation, Product Marketing, Quality Assurance, Six Sigma, Social Media, Radian6, Forecasting, Standardization, Marketing Communications, Database Design, Data Analysis, Trending, Training, Budgets, Project Planning, Marketing, Sales, Business Process..., Integration, PMP, Strategy, CRM
Education
University of Michigan 1989 — 1993
Bachelor of Arts, Management
Diaz-Luna Daniel's Kidder Peabody Experience February 1987 - July 1987
Job First VP at merrill lynch
Industry Banking
Experience
merrill lynch July 1987 - Present
Kidder Peabody February 1987 - July 1987
RBC May 1985 - February 1987
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Investments, Asset Management, Portfolio Management
Education
Universidad de Belgrano 1978 — 1982
St Thomas
merrill lynch July 1987 - Present
Kidder Peabody February 1987 - July 1987
RBC May 1985 - February 1987
Skills
Wealth Management, Series 7, Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Investments, Asset Management, Portfolio Management
Education
Universidad de Belgrano 1978 — 1982
St Thomas
Mark Lamb's Kidder Peabody Experience 1994 - 1996
Job Senior Financial Consultant at Financial West Group
Industry Financial Services
Experience
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Alec McLocklin's Kidder Peabody Experience 1989 - 1991
Job Consulting Systems Eng. at Cisco Systems
Industry Telecommunications
Experience
Cisco Systems June 1995 - Present
Siemens Enterprise Communications September 1992 - June 1995
Kidder Peabody 1989 - 1991
Skills
Telepresence, QoS, Solution Selling, Video, MPLS, Professional Services, Storage, Managed Services, Go-to-market Strategy, WAN, Cisco Technologies, Data Center, Frame Relay, Network Architecture, VoIP, SIP, Cloud Computing, Video Conferencing, Cisco Call Manager, Network Design, Switches, Unified Communications, Enterprise Software, Security, IP, Sales Enablement, Collaboration Solutions, Streaming Media, Telecommunications, TCP/IP, Telephony, Cisco IOS, VPN, Networking, Virtualization, Network Engineering, Wireless, Network Security, Routing, Pre-sales, Routers, BGP, IPv6, Firewalls, Channel Partners, CCNA, LAN-WAN, Routing Protocols, SaaS, OSPF
Education
State University of New York College at Oneonta 1980 — 1982
Cisco Systems June 1995 - Present
Siemens Enterprise Communications September 1992 - June 1995
Kidder Peabody 1989 - 1991
Skills
Telepresence, QoS, Solution Selling, Video, MPLS, Professional Services, Storage, Managed Services, Go-to-market Strategy, WAN, Cisco Technologies, Data Center, Frame Relay, Network Architecture, VoIP, SIP, Cloud Computing, Video Conferencing, Cisco Call Manager, Network Design, Switches, Unified Communications, Enterprise Software, Security, IP, Sales Enablement, Collaboration Solutions, Streaming Media, Telecommunications, TCP/IP, Telephony, Cisco IOS, VPN, Networking, Virtualization, Network Engineering, Wireless, Network Security, Routing, Pre-sales, Routers, BGP, IPv6, Firewalls, Channel Partners, CCNA, LAN-WAN, Routing Protocols, SaaS, OSPF
Education
State University of New York College at Oneonta 1980 — 1982
Bob Beylickjian's Kidder Peabody Experience 1989 - 1994
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Morgan Stanley 2007 - Present
Wells Fargo Advisors 2001 - 2007
Paine Webber/ UBS April 1994 - January 2001
Kidder Peabody 1989 - 1994
Education
University of Maryland College Park
Warren R Colbert Sr CIMA's Kidder Peabody Experience January 1980 - August 1988
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc August 1988 - Present
Kidder Peabody January 1980 - August 1988
Paine Webber June 1977 - January 1980
Education
Lincoln University, PA USA
BA
University of Maryland College Park
Doctoral Candidate
University of Pennsylvania - The Wharton School
Wealth Advisor Program - UBS
UBS Financial Services, Inc August 1988 - Present
Kidder Peabody January 1980 - August 1988
Paine Webber June 1977 - January 1980
Education
Lincoln University, PA USA
BA
University of Maryland College Park
Doctoral Candidate
University of Pennsylvania - The Wharton School
Wealth Advisor Program - UBS
David Linder's Kidder Peabody Experience November 1990 - January 1995
Job Director at Orbis Financial Corp
Industry Computer Software
Experience
Orbis Financial Corp November 2002 - Present
JPMorgan Chase January 1998 - July 2002
Bankers Trust October 1995 - January 1998
Kidder Peabody November 1990 - January 1995
Skills
Business Analysis, Data Modeling, Visio, Fixed Income, Vendor Management, Testing, Financial Services, Databases, Oracle, Security, Unix, SQL, Bloomberg, Software Documentation, Management, Reference Data, Portfolio Management, Data Warehousing, SDLC, Project Management
Education
University of Connecticut 1985 — 1990
Bachelors BA, Management Info Systems / Finance
Orbis Financial Corp November 2002 - Present
JPMorgan Chase January 1998 - July 2002
Bankers Trust October 1995 - January 1998
Kidder Peabody November 1990 - January 1995
Skills
Business Analysis, Data Modeling, Visio, Fixed Income, Vendor Management, Testing, Financial Services, Databases, Oracle, Security, Unix, SQL, Bloomberg, Software Documentation, Management, Reference Data, Portfolio Management, Data Warehousing, SDLC, Project Management
Education
University of Connecticut 1985 — 1990
Bachelors BA, Management Info Systems / Finance
Eric Remer's Kidder Peabody Experience July 1994 - April 1995
Job Founder and CEO, PaySimple
Industry Computer Software
Experience
PaySimple January 2006 - Present
Conclave Group March 2002 - July 2010
I-Behavior 1998 - 2001
Kidder Peabody July 1994 - April 1995
Education
University of Michigan 1990 — 1994
PaySimple January 2006 - Present
Conclave Group March 2002 - July 2010
I-Behavior 1998 - 2001
Kidder Peabody July 1994 - April 1995
Education
University of Michigan 1990 — 1994
Dotti Reeder's Kidder Peabody Experience May 1993 - March 1995
Job Managing Director at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Stephen Koch's Kidder Peabody Experience March 1988 - July 1995
Job Data Quality Manager at SmartStream Technologies
Industry Financial Services
Experience
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
Anne Yobage's Kidder Peabody Experience August 1987 - March 1990
Job Director at SKY Harbor Capital Management, LLC
Industry Financial Services
Experience
SKY Harbor Capital Management, LLC September 2011 - Present
AXA Investment Managers September 2001 - June 2011
Cardinal Capital Management, L.L.C. April 1995 - September 2001
Deltec Asset Management March 1990 - April 1995
Kidder Peabody August 1987 - March 1990
Education
Swarthmore College 1983 — 1987
BA, History
Glenville Elem
SKY Harbor Capital Management, LLC September 2011 - Present
AXA Investment Managers September 2001 - June 2011
Cardinal Capital Management, L.L.C. April 1995 - September 2001
Deltec Asset Management March 1990 - April 1995
Kidder Peabody August 1987 - March 1990
Education
Swarthmore College 1983 — 1987
BA, History
Glenville Elem
David Pawlowski's Kidder Peabody Experience 1992 - 1994
Job President & CEO
Industry Capital Markets
Experience
Investors Consulting Group LLC January 1994 - Present
Freddie Mac June 2009 - September 2011
Alator Capital July 2008 - May 2009
BNP PARIBAS January 2006 - December 2007
MDMC 2001 - 2006
Kidder Peabody 1992 - 1994
Credit Suisse 1981 - 1986
Skills
Loans, Mortgage Lending, Securitization, Capital Markets, Due Diligence, Expert Witness, Non-performing Loans, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Loan Modifications, HAMP, Litigation Consulting, Valuation, Banking, Mortgage Banking, Portfolio Management, Real Estate, Credit, Investments, Loan Servicing, Underwriting, Securities, Structured Finance, Finance, Bonds, Loan Origination, Trading, Credit Analysis, Asset Management, Credit Risk, Loss Mitigation, Fixed Income, Financial Structuring, Funding, Financial Services, Real Estate Economics, Real Estate Financing, Structured Products, Investment Banking, Financial Institutions, Commercial Lending, Private Equity, Commercial Mortgages, MBS, ABS, Equities, Derivatives, Hedge Funds
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Miami - School of Business 1976 — 1979
BBA, Real Estate Finance & Mortgage Banking
Investors Consulting Group LLC January 1994 - Present
Freddie Mac June 2009 - September 2011
Alator Capital July 2008 - May 2009
BNP PARIBAS January 2006 - December 2007
MDMC 2001 - 2006
Kidder Peabody 1992 - 1994
Credit Suisse 1981 - 1986
Skills
Loans, Mortgage Lending, Securitization, Capital Markets, Due Diligence, Expert Witness, Non-performing Loans, Mortgage Underwriting, Mortgage Servicing, Residential Mortgages, Loan Modifications, HAMP, Litigation Consulting, Valuation, Banking, Mortgage Banking, Portfolio Management, Real Estate, Credit, Investments, Loan Servicing, Underwriting, Securities, Structured Finance, Finance, Bonds, Loan Origination, Trading, Credit Analysis, Asset Management, Credit Risk, Loss Mitigation, Fixed Income, Financial Structuring, Funding, Financial Services, Real Estate Economics, Real Estate Financing, Structured Products, Investment Banking, Financial Institutions, Commercial Lending, Private Equity, Commercial Mortgages, MBS, ABS, Equities, Derivatives, Hedge Funds
Education
The University of Connecticut School of Business 1979 — 1981
MBA, Finance
University of Miami - School of Business 1976 — 1979
BBA, Real Estate Finance & Mortgage Banking
Gail Schrumpf's Kidder Peabody Experience 1988 - 1994
Job President, Summit Executive Search, specializing in pharmaceutical industry
Industry Pharmaceuticals
Experience
Summit Executive Search, LLC 2001 - Present
KIdder, Peabody 1988 - 1994
Skills
Regulatory Affairs, Pharmaceutical Industry, Strategy, Pharmaceutics, Clinical Research, Consulting, FDA, Infectious Diseases, Cross-functional Team..., Clinical Trials, Diabetes, Drug Discovery, Software Documentation, Quality System, Quality Assurance
Education
University at Albany, SUNY 1978 — 1982
Summit Executive Search, LLC 2001 - Present
KIdder, Peabody 1988 - 1994
Skills
Regulatory Affairs, Pharmaceutical Industry, Strategy, Pharmaceutics, Clinical Research, Consulting, FDA, Infectious Diseases, Cross-functional Team..., Clinical Trials, Diabetes, Drug Discovery, Software Documentation, Quality System, Quality Assurance
Education
University at Albany, SUNY 1978 — 1982
Patrick O'Shaughnessy's Kidder Peabody Experience 1992 - 1994
Job CEO of Advance America
Industry Financial Services
Experience
Advance America 2007 - Present
Consumer Financial Protection Bureau 2014 - Present
Thomas Weisel Partners 2004 - 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Kidder Peabody 1992 - 1994
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Executive Management, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Start-ups, Financial Services, Corporate Governance, Strategic Planning, Mergers, Finance, Due Diligence, Risk Management, Management, Private Equity
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance, International Business
Stockholm School of Economics 1991 — 1991
Economics
University of Notre Dame 1983 — 1987
Bachelor's Degree
Advance America 2007 - Present
Consumer Financial Protection Bureau 2014 - Present
Thomas Weisel Partners 2004 - 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Kidder Peabody 1992 - 1994
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Executive Management, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Start-ups, Financial Services, Corporate Governance, Strategic Planning, Mergers, Finance, Due Diligence, Risk Management, Management, Private Equity
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance, International Business
Stockholm School of Economics 1991 — 1991
Economics
University of Notre Dame 1983 — 1987
Bachelor's Degree
Robert Valdez's Kidder Peabody Experience 1989 - 1992
Job Managing Director at Inverness Advisors
Industry Financial Services
Experience
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Jay Freedman's Kidder Peabody Experience 1982 - 1992
Job Managing Partner at Crystal Rock Capital
Industry Investment Management
Experience
Crystal Rock Capital March 2006 - Present
Credit Suisse First Boston 2000 - 2005
Lincoln Capital Management Co. 1992 - 2000
Kidder Peabody 1982 - 1992
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
University of Chicago GSB 1980 — 1982
MBA, Finance and Marketing
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting
Baltimore Polytechnic Institute 1970 — 1974
HS
Crystal Rock Capital March 2006 - Present
Credit Suisse First Boston 2000 - 2005
Lincoln Capital Management Co. 1992 - 2000
Kidder Peabody 1982 - 1992
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, Finance and Marketing
University of Chicago GSB 1980 — 1982
MBA, Finance and Marketing
University of Pennsylvania - The Wharton School 1974 — 1978
BS in Economics, Accounting
Baltimore Polytechnic Institute 1970 — 1974
HS
Tim Sheridon's Kidder Peabody Experience 1983 - 1992
Job Head Trader at Ashfield Capital Partners, LLC
Industry Financial Services
Experience
Ashfield Capital Partners, LLC September 2005 - Present
Harris Bretall Sullivan and Smith 1992 - 1995
Kidder Peabody 1983 - 1992
Skills
Trading, Equities, Portfolio Management, Bloomberg, Fixed Income, Asset Management, Investments, Trading Systems, Equity Trading
Education
University of California, Berkeley 1980 — 1984
Bachelor of Science (BS), 1984
Ashfield Capital Partners, LLC September 2005 - Present
Harris Bretall Sullivan and Smith 1992 - 1995
Kidder Peabody 1983 - 1992
Skills
Trading, Equities, Portfolio Management, Bloomberg, Fixed Income, Asset Management, Investments, Trading Systems, Equity Trading
Education
University of California, Berkeley 1980 — 1984
Bachelor of Science (BS), 1984
Debbie Shelling Reynolds's Kidder Peabody Experience 1991 - 1993
Job managing director at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
James Pellicane Jr, CFA's Kidder Peabody Experience 1984 - 1987
Job Managing Director Capital Markets at UBS Wealth Management
Industry Financial Services
Experience
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
UBS January 2012 - Present
UBS Wealth Management February 2011 - January 2012
PellCo Partners LLC 2005 - August 2011
Merrill Lynch & Co. 1987 - 2006
Bondbook 2000 - 2001
Kidder Peabody 1984 - 1987
Skills
Fixed Income, Equities, Trading Systems, Capital Markets, Electronic Trading, Derivatives, Market Data, Trading, Bloomberg, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1982 — 1984
MBA, Corporate Finance
University of Florida 1974 — 1979
BSBA
Stacey Judd's Kidder Peabody Experience June 1984 - January 1993
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark, Inc. September 2013 - Present
Genworth Financial Wealth Management January 2001 - August 2013
Volpe, Brown, Whelan January 1993 - March 2000
Kidder Peabody June 1984 - January 1993
Skills
Financial Services, Customer Relations, Customer Experience, Wealth Management..., Mutual Funds, Stocks, ETFs, Asset Management, Asset Allocation, Team Leadership, Investments
Education
University of Michigan 1983 — 1987
AssetMark, Inc. September 2013 - Present
Genworth Financial Wealth Management January 2001 - August 2013
Volpe, Brown, Whelan January 1993 - March 2000
Kidder Peabody June 1984 - January 1993
Skills
Financial Services, Customer Relations, Customer Experience, Wealth Management..., Mutual Funds, Stocks, ETFs, Asset Management, Asset Allocation, Team Leadership, Investments
Education
University of Michigan 1983 — 1987
Peter Fischler's Kidder Peabody Experience January 1985 - September 1994
Job Managing Director at Coast Asset Management
Industry Financial Services
Experience
Coast Asset Management October 1994 - Present
Sunset Blvd LLC June 2011 - December 2012
Cascada Way LLC January 2010 - April 2011
Kidder, Peabody January 1985 - September 1994
Education
Thunderbird School of Global Management 1981 — 1983
MBA, International Business
University of California, Irvine 1975 — 1980
Bachelor of Arts (BA), Social Ecology
Coast Asset Management October 1994 - Present
Sunset Blvd LLC June 2011 - December 2012
Cascada Way LLC January 2010 - April 2011
Kidder, Peabody January 1985 - September 1994
Education
Thunderbird School of Global Management 1981 — 1983
MBA, International Business
University of California, Irvine 1975 — 1980
Bachelor of Arts (BA), Social Ecology
Jack Bechta's Kidder Peabody Experience October 1989 - December 1991
Job owner of JB Sports/NationalFootballPost>com
Industry Sports
Experience
National Football Post 2008 - Present
JB Sports/ Reign Net Media November 1991 - Present
National Football League 1986 - Present
Kidder Peabody October 1989 - December 1991
E F Hutton August 1985 - October 1989
Skills
Sports, Football, Sports Management, Sponsorship, Athletics, Baseball, NFL, Social Media, Public Relations, Event Management, Social Media Marketing, Public Speaking, Athlete Representation, Facebook, Professional Sports, Marketing Communications, Television, Sports Coaching, Marketing, Media Relations, Sports Law, Sports Writing, Sports Media, Scouting
Education
Texas A&M University-Kingsville 1981 — 1985
BBA, Finance, Real Estate
Texas A&M University-Kingsville
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
National Football Post 2008 - Present
JB Sports/ Reign Net Media November 1991 - Present
National Football League 1986 - Present
Kidder Peabody October 1989 - December 1991
E F Hutton August 1985 - October 1989
Skills
Sports, Football, Sports Management, Sponsorship, Athletics, Baseball, NFL, Social Media, Public Relations, Event Management, Social Media Marketing, Public Speaking, Athlete Representation, Facebook, Professional Sports, Marketing Communications, Television, Sports Coaching, Marketing, Media Relations, Sports Law, Sports Writing, Sports Media, Scouting
Education
Texas A&M University-Kingsville 1981 — 1985
BBA, Finance, Real Estate
Texas A&M University-Kingsville
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
SooYoung Choi's Kidder Peabody Experience 1991 - 1994
Job Senior Relationship Manager at CreditSights
Industry Financial Services
Experience
CreditSights October 2003 - Present
Dresdner Bank January 1999 - May 2003
Deutsche Bank January 1995 - January 1999
Kidder Peabody 1991 - 1994
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Portfolio Management, Investment Banking, Asset Management, Investments, Trading, Alternative Investments, Structured Finance, Structured Products, Financial Modeling, Valuation
Education
Syracuse University 1988 — 1991
Bachelor's degree, Finance
CreditSights October 2003 - Present
Dresdner Bank January 1999 - May 2003
Deutsche Bank January 1995 - January 1999
Kidder Peabody 1991 - 1994
Skills
Fixed Income, Bloomberg, Derivatives, Hedge Funds, Equities, Portfolio Management, Investment Banking, Asset Management, Investments, Trading, Alternative Investments, Structured Finance, Structured Products, Financial Modeling, Valuation
Education
Syracuse University 1988 — 1991
Bachelor's degree, Finance
michael needleman's Kidder Peabody Experience 1992 - 1996
Job PM at Fusion Analytics Investment Partners LLC/Preservation Asset Management
Industry Financial Services
Experience
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
James Mylett, CFA's Kidder Peabody Experience 1990 - 1994
Job Experienced Client Portfolio Manager
Industry Financial Services
Experience
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Peter Baur's Kidder Peabody Experience 1982 - 1988
Job President at PB Funding Inc.
Industry Financial Services
Experience
PB Funding Inc. January 2000 - Present
CMP 1990 - 1999
World Mortgage 1988 - 1990
Kidder Peabody 1982 - 1988
Skills
Investment Properties, Mortgage Banking, First Time Home Buyers, FHA, Loan Origination, Sales Management, REO, Home, Investors, Real Estate Transactions, Residential Homes, Foreclosures, Residential Mortgages, Super Jumbo, Jumbos, Refinancings, Purchase Financing, VA loans, Reverse Mortgages, Real Estate Financing, Refinance
Education
University of Denver
BSBA, Business Administration
PB Funding Inc. January 2000 - Present
CMP 1990 - 1999
World Mortgage 1988 - 1990
Kidder Peabody 1982 - 1988
Skills
Investment Properties, Mortgage Banking, First Time Home Buyers, FHA, Loan Origination, Sales Management, REO, Home, Investors, Real Estate Transactions, Residential Homes, Foreclosures, Residential Mortgages, Super Jumbo, Jumbos, Refinancings, Purchase Financing, VA loans, Reverse Mortgages, Real Estate Financing, Refinance
Education
University of Denver
BSBA, Business Administration
Anna Lou Fletcher's Kidder Peabody Experience 1983 - 1990
Job President, Board of Trustees at Bellport Brookhaven Historical Society
Industry Financial Services
Experience
Bellport Brookhaven Historical Society January 2013 - Present
BHP Billiton 1997 - 2002
UBS Investment Bank April 1990 - April 1994
Kidder Peabody 1983 - 1990
Skills
Asset Management, Business Strategy, Corporate Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning
Education
University of Kansas, University of Maryland
BA, Spanish Language and Literature
University of Maryland College Park
MA, Economics
Bellport Brookhaven Historical Society January 2013 - Present
BHP Billiton 1997 - 2002
UBS Investment Bank April 1990 - April 1994
Kidder Peabody 1983 - 1990
Skills
Asset Management, Business Strategy, Corporate Finance, Financial Modeling, Investments, Management, Mergers, Portfolio Management, Strategic Financial..., Strategic Planning
Education
University of Kansas, University of Maryland
BA, Spanish Language and Literature
University of Maryland College Park
MA, Economics
Jerry Lowe's Kidder Peabody Experience January 1992 - September 1995
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank February 1998 - Present
Lehman Brothers October 1991 - February 1998
Kidder Peabody January 1992 - September 1995
Unisys 1985 - 1988
Education
The Ohio State University Fisher College of Business 1980 — 1985
BSBA, Finance
Deutsche Bank February 1998 - Present
Lehman Brothers October 1991 - February 1998
Kidder Peabody January 1992 - September 1995
Unisys 1985 - 1988
Education
The Ohio State University Fisher College of Business 1980 — 1985
BSBA, Finance
Bill Dudley's Kidder Peabody Experience 1983 - 1995
Job Managing Partner at Pelican Trading
Industry Writing and Editing
Experience
Pelican Trading January 1995 - Present
Kidder Peabody 1983 - 1995
Paine Webber 1980 - 1983
Education
University of Maryland College Park 1967 — 1969
Bachelor of Science (B.S.), Finance and Financial Management Services
Univ. of Virginia 1962 — 1965
Pelican Trading January 1995 - Present
Kidder Peabody 1983 - 1995
Paine Webber 1980 - 1983
Education
University of Maryland College Park 1967 — 1969
Bachelor of Science (B.S.), Finance and Financial Management Services
Univ. of Virginia 1962 — 1965
Howard Sparkman's Kidder Peabody Experience November 1983 - November 1994
Job First Vice President at Morgan Keegan & Co
Industry Financial Services
Experience
Morgan Keegan & Co November 1994 - Present
Kidder Peabody November 1983 - November 1994
Education
The University of Texas at Austin 1980 — 1983
BS, Economics
Morgan Keegan & Co November 1994 - Present
Kidder Peabody November 1983 - November 1994
Education
The University of Texas at Austin 1980 — 1983
BS, Economics
Howard Brezak's Kidder Peabody Experience September 1993 - September 1994
Job VP, Divisional Sales Manager at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Ohio National Financial Services February 2014 - Present
Ohio National Financial Services June 2012 - Present
Merrill Lynch May 2007 - August 2012
Merrill Lynch October 1994 - May 2007
Kidder Peabody September 1993 - September 1994
J&W Seligman September 1992 - September 1993
New York Life September 1988 - September 1992
Skills
401k, Retirement Plan..., Profit Sharing, Defined Benefit, 403 b, Deferred Compensation, Sales Presentations, Financial Advisory, Asset Allocation, Retirement, IRAs, Fixed Annuities, Mutual Funds, Investments, Wealth Management, Series 63, Retirement Planning, Series 7, Qualified Retirement..., ERISA, Pensions, Management, Series 6, Defined Contribution, Employee Benefits
Education
State University of New York at Buffalo 1984 — 1988
Bachelor of Arts (B.A.)
Alan Blackburn's Kidder Peabody Experience March 1986 - March 1987
Job Managing Director at GulfStar Group
Industry Investment Banking
Experience
GulfStar Group July 2006 - Present
Growth Capital Partners December 2003 - May 2006
CIBC March 2003 - December 2003
Merrill Lynch 1987 - 2003
Kidder Peabody March 1986 - March 1987
McKinsey & Company July 1984 - March 1986
Deloitte June 1980 - August 1982
Tenneco June 1979 - June 1980
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, with Distinction, Finance
The University of Texas at Austin 1975 — 1979
BBA, Accounting/Finance
St John's
GulfStar Group July 2006 - Present
Growth Capital Partners December 2003 - May 2006
CIBC March 2003 - December 2003
Merrill Lynch 1987 - 2003
Kidder Peabody March 1986 - March 1987
McKinsey & Company July 1984 - March 1986
Deloitte June 1980 - August 1982
Tenneco June 1979 - June 1980
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, with Distinction, Finance
The University of Texas at Austin 1975 — 1979
BBA, Accounting/Finance
St John's
Mitchell Revsine's Kidder Peabody Experience July 1991 - April 1994
Job Options PM/Analyst/Trader at TIAA CREF
Industry Financial Services
Experience
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
David Down's Kidder Peabody Experience 1985 - 1995
Job Business Analyst / Consultant
Industry Financial Services
Experience
Broadridge Financial 2012 - Present
UBS Wealth Management 2000 - 2010
Paine Webber 1995 - 2000
Kidder Peabody 1985 - 1995
Skills
Wealth Management, Regulatory Reporting, Fixed Income, Trading, Business Analysis, IT Management, Product Management, Client Relationship..., CRM, Cross-functional Team..., SDLC, Banking, Project Management, Management
Education
University of Massachusetts, Amherst
BA
Broadridge Financial 2012 - Present
UBS Wealth Management 2000 - 2010
Paine Webber 1995 - 2000
Kidder Peabody 1985 - 1995
Skills
Wealth Management, Regulatory Reporting, Fixed Income, Trading, Business Analysis, IT Management, Product Management, Client Relationship..., CRM, Cross-functional Team..., SDLC, Banking, Project Management, Management
Education
University of Massachusetts, Amherst
BA
Denver Bowen's Kidder Peabody Experience September 1988 - February 1994
Job Field Director, Syncis Insurance Solutions,Inc.
Industry Financial Services
Experience
UBS Financial Services,Inc October 2008 - July 2013
Roth Capital Partners September 1997 - October 2005
Paine Webber January 1994 - February 1995
Kidder Peabody September 1988 - February 1994
US Navy April 1981 - September 1988
Skills
Investments, Asset Managment, Equities, Private Equity, Alternative Investments, Fixed Income, Portfolio Management, Capital IQ, Investment Banking, Hedge Funds, Financial Markets, Series 7, Finance, Investment Advisory, Capital Markets, Asset Allocation, Investment Strategies, Financial Analysis, Mutual Funds, Valuation, Financial Advisory, Wealth Management, Securities, Investment Management, Series 63, Financial Structuring, Emerging Markets, Venture Capital, Fund Of Funds, Asset Management
Education
Truman State University 1976 — 1980
BA, Political Science
UBS Financial Services,Inc October 2008 - July 2013
Roth Capital Partners September 1997 - October 2005
Paine Webber January 1994 - February 1995
Kidder Peabody September 1988 - February 1994
US Navy April 1981 - September 1988
Skills
Investments, Asset Managment, Equities, Private Equity, Alternative Investments, Fixed Income, Portfolio Management, Capital IQ, Investment Banking, Hedge Funds, Financial Markets, Series 7, Finance, Investment Advisory, Capital Markets, Asset Allocation, Investment Strategies, Financial Analysis, Mutual Funds, Valuation, Financial Advisory, Wealth Management, Securities, Investment Management, Series 63, Financial Structuring, Emerging Markets, Venture Capital, Fund Of Funds, Asset Management
Education
Truman State University 1976 — 1980
BA, Political Science
Bruce Rubin's Kidder Peabody Experience 1994 - 1995
Job Chief Operating Officer at Westchester Capital Management
Industry Investment Management
Experience
Westchester Capital Management March 2010 - Present
Seneca Capital 2005 - March 2010
Lightyear Capital 2001 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1994 - 1995
Shearson Lehman Brothers 1989 - 1993
Willkie Farr & Gallagher LLP 1984 - 1989
Education
Stanford University Law School 1981 — 1984
JD, law
Stanford University 1979 — 1981
BA, political science
Westchester Capital Management March 2010 - Present
Seneca Capital 2005 - March 2010
Lightyear Capital 2001 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1994 - 1995
Shearson Lehman Brothers 1989 - 1993
Willkie Farr & Gallagher LLP 1984 - 1989
Education
Stanford University Law School 1981 — 1984
JD, law
Stanford University 1979 — 1981
BA, political science
Ted Lou's Kidder Peabody Experience 1991 - 2000
Job CoFounder at Tertiary Oil & Gas Co.
Industry Investment Management
Experience
Tertiary Oil & Gas Co. 2013 - Present
Valley Financial Group 2012 - Present
ML; Consulting January 2001 - February 2012
Contango oil and gas 2002 - 2009
Kidder Peabody 1991 - 2000
Paine Webber 1995 - 1999
Skills
ProActive Compounding, Business Valuation, Alternative Investments, Hedge Funds, Strategic Planning, Venture Capital, Fixed Income, Product Development, Mutual Funds, New Business Development, Asset Managment, Wealth Management, Team Leadership, Investor Relations, Asset Management, Valuation, Management
Education
University of Michigan 1954 — 1957
Science
University of Louisville
Business Administration and Management, General
Tertiary Oil & Gas Co. 2013 - Present
Valley Financial Group 2012 - Present
ML; Consulting January 2001 - February 2012
Contango oil and gas 2002 - 2009
Kidder Peabody 1991 - 2000
Paine Webber 1995 - 1999
Skills
ProActive Compounding, Business Valuation, Alternative Investments, Hedge Funds, Strategic Planning, Venture Capital, Fixed Income, Product Development, Mutual Funds, New Business Development, Asset Managment, Wealth Management, Team Leadership, Investor Relations, Asset Management, Valuation, Management
Education
University of Michigan 1954 — 1957
Science
University of Louisville
Business Administration and Management, General
William Hartman's Kidder Peabody Experience 1986 - 1988
Job Owner at The Lead Balloon Bookstore
Industry Design
Experience
The Lead Balloon Bookstore May 2011 - Present
Stratus Technologies 1989 - 2002
Network Concepts 1988 - 1989
Kidder Peabody 1986 - 1988
Tandem Computers 1979 - 1986
Skills
Databases, Operating Systems, Analysis, Java, Software Development, SQL, Windows, Solution Selling, Storage
Education
sunyit 2012 — 2015
Master of Science (MS), Network and Computer Security
Union College 1974 — 1976
BS, Math
Union College 1970 — 1974
BS, Math
Whitesboro 1966 — 1970
The Lead Balloon Bookstore May 2011 - Present
Stratus Technologies 1989 - 2002
Network Concepts 1988 - 1989
Kidder Peabody 1986 - 1988
Tandem Computers 1979 - 1986
Skills
Databases, Operating Systems, Analysis, Java, Software Development, SQL, Windows, Solution Selling, Storage
Education
sunyit 2012 — 2015
Master of Science (MS), Network and Computer Security
Union College 1974 — 1976
BS, Math
Union College 1970 — 1974
BS, Math
Whitesboro 1966 — 1970
Jennie Tan's Kidder Peabody Experience 1988 - 1995
Job Capital Markets Administration Professional
Industry Capital Markets
Experience
Dresdner Bank AG September 1998 - September 2002
Union Bank of Switzerland May 1997 - August 1998
Kidder Peabody 1988 - 1995
Kidder Peabody 1988 - 1995
Skills
Trading, Event Planning, Professional Services, Capital Markets, Investment Banking, Investments, Research, Financial Markets
Education
State University of New York Empire State College 2009 — 2013
Bachelor of Science (B.S.), Business Studies
State University of New York
BS, Business Administration
Dresdner Bank AG September 1998 - September 2002
Union Bank of Switzerland May 1997 - August 1998
Kidder Peabody 1988 - 1995
Kidder Peabody 1988 - 1995
Skills
Trading, Event Planning, Professional Services, Capital Markets, Investment Banking, Investments, Research, Financial Markets
Education
State University of New York Empire State College 2009 — 2013
Bachelor of Science (B.S.), Business Studies
State University of New York
BS, Business Administration
David Baskins's Kidder Peabody Experience June 1981 - April 1988
Job Investment Manager at Baskins Hoetger Wealth Management
Industry Financial Services
Experience
Baskins Hoetger Wealth Management (Avisen Securities) March 2005 - Present
Morgan Stanley April 1988 - March 2005
Kidder Peabody June 1981 - April 1988
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Wealth Management
Education
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), Political Science & English
Baskins Hoetger Wealth Management (Avisen Securities) March 2005 - Present
Morgan Stanley April 1988 - March 2005
Kidder Peabody June 1981 - April 1988
Skills
Portfolio Management, Equities, Investments, Asset Management, Fixed Income, Financial Modeling, Financial Analysis, Bloomberg, Wealth Management
Education
Stanford University 1971 — 1975
Bachelor of Arts (B.A.), Political Science & English
Jeff Hannan's Kidder Peabody Experience January 1994 - December 1996
Job CEO / Founder at Playmaker Nutrition
Industry Consumer Goods
Experience
Playmaker Nutrition January 2011 - Present
Strata Venture Partners January 2001 - Present
REDF February 2000 - December 2000
Wedbush Securities February 1998 - February 2000
Kidder Peabody January 1994 - December 1996
Merrill Lynch November 1991 - December 1993
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Business Development, Entrepreneurship, Leadership, Mergers & Acquisitions, New Business Development, Marketing Strategy
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies & Finance
University of Pennsylvania
Doctoral Candidate, New Venture Development in Education
University of Rhode Island
Bachelor's Degree, Political Science and Government
Playmaker Nutrition January 2011 - Present
Strata Venture Partners January 2001 - Present
REDF February 2000 - December 2000
Wedbush Securities February 1998 - February 2000
Kidder Peabody January 1994 - December 1996
Merrill Lynch November 1991 - December 1993
Skills
Business Strategy, Strategic Planning, Strategy, Start-ups, Business Development, Entrepreneurship, Leadership, Mergers & Acquisitions, New Business Development, Marketing Strategy
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies & Finance
University of Pennsylvania
Doctoral Candidate, New Venture Development in Education
University of Rhode Island
Bachelor's Degree, Political Science and Government
Elizabeth DeRose's Kidder Peabody Experience 1985 - 1991
Job Operations Director at Service Coordination Inc
Industry Nonprofit Organization Management
Experience
Service Coordination Inc March 2009 - Present
Vucurevich Simons Advisory Group 2004 - 2009
Frederick Community College 2003 - 2004
Brinker International, Maggiano's Little Italy Division January 1994 - 2001
Kidder Peabody 1985 - 1991
Education
Georgetown University, Public Policy Institute 2012 — 2012
Executive Management Certificate, NonProfit Management
Culinary Institute of America 1992 — 1994
A.O.S., Culinary Arts
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Finance, Banking and Investments
Service Coordination Inc March 2009 - Present
Vucurevich Simons Advisory Group 2004 - 2009
Frederick Community College 2003 - 2004
Brinker International, Maggiano's Little Italy Division January 1994 - 2001
Kidder Peabody 1985 - 1991
Education
Georgetown University, Public Policy Institute 2012 — 2012
Executive Management Certificate, NonProfit Management
Culinary Institute of America 1992 — 1994
A.O.S., Culinary Arts
University of Illinois at Urbana-Champaign 1981 — 1985
B.S., Finance, Banking and Investments
Gordon K. Ho, CFA's Kidder Peabody Experience February 1994 - December 1994
Job Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation March 2013 - Present
Principes Partners January 2010 - August 2013
Fugen Capital Management July 2006 - January 2011
Steel Partners Japan October 2003 - June 2006
Conectiva February 2000 - September 2003
Nikko Citigroup January 1995 - January 2000
Kidder Peabody February 1994 - December 1994
Long Term Credit Bank of Japan February 1992 - January 1994
Education
State University of New York College at Buffalo 1989 — 1991
B.S., Business Administration
State University of New York at Buffalo - School of Management 1988 — 1991
BS, Business
State University of New York Maritime College 1987 — 1988
Marine Transportation
Sumitomo Mitsui Banking Corporation March 2013 - Present
Principes Partners January 2010 - August 2013
Fugen Capital Management July 2006 - January 2011
Steel Partners Japan October 2003 - June 2006
Conectiva February 2000 - September 2003
Nikko Citigroup January 1995 - January 2000
Kidder Peabody February 1994 - December 1994
Long Term Credit Bank of Japan February 1992 - January 1994
Education
State University of New York College at Buffalo 1989 — 1991
B.S., Business Administration
State University of New York at Buffalo - School of Management 1988 — 1991
BS, Business
State University of New York Maritime College 1987 — 1988
Marine Transportation
Alex Kirk's Kidder Peabody Experience 1982 - 1994
Job Partner, River Birch Capital
Industry Investment Management
Experience
River Birch Capital July 2009 - Present
Lehman Brothers 1994 - 2008
Kidder Peabody 1982 - 1994
Education
Trinity College-Hartford 1977 — 1982
BA, Economics
River Birch Capital July 2009 - Present
Lehman Brothers 1994 - 2008
Kidder Peabody 1982 - 1994
Education
Trinity College-Hartford 1977 — 1982
BA, Economics
Charmaine Negron's Kidder Peabody Experience 1986 - 1989
Job Administrative Assistant at Oficina Privada
Industry Law Practice
Experience
Oficina Privada 2009 - Present
Merrill Lynch 1989 - 1996
Kidder Peabody 1986 - 1989
Skills
Spanish, Advertising, Marketing, Organizational..., Customer Service, Event Management, Teaching, Administration, English, Public Speaking, Marketing Communications, Press Releases, Research, Media Relations, Management, Public Relations, Outlook, French
Education
Universidad de Puerto Rico 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Colegio Espiritu Santo 1968 — 1980
Oficina Privada 2009 - Present
Merrill Lynch 1989 - 1996
Kidder Peabody 1986 - 1989
Skills
Spanish, Advertising, Marketing, Organizational..., Customer Service, Event Management, Teaching, Administration, English, Public Speaking, Marketing Communications, Press Releases, Research, Media Relations, Management, Public Relations, Outlook, French
Education
Universidad de Puerto Rico 1980 — 1985
Bachelor's degree, Business Administration and Management, General
Colegio Espiritu Santo 1968 — 1980
Nivy Trama's Kidder Peabody Experience 1990 - 1995
Job Experienced Marketing Executive
Industry Apparel & Fashion
Experience
... 2009 - Present
Liz Claiborne 1995 - 2000
Kidder Peabody 1990 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing
University of Michigan 1986 — 1990
BA, Economics
... 2009 - Present
Liz Claiborne 1995 - 2000
Kidder Peabody 1990 - 1995
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing
University of Michigan 1986 — 1990
BA, Economics
Rick Spector's Kidder Peabody Experience 1991 - 1995
Job Chief Operating Officer at Sibilla Capital Management, LLC
Industry Financial Services
Experience
Sibilla Capital Management, LLC December 2012 - Present
GSB Podium Advisors, LLC May 2010 - August 2011
Bull Path Capital Management LLC March 2002 - May 2010
Goldman Sachs July 2000 - November 2001
Lehman Brothers 1996 - 2000
Kidder, Peabody 1991 - 1995
Education
Stony Brook University 1986 — 1987
MS, Applied Mathematics and Statistics/Concentration in Operations Research
University at Albany, SUNY 1982 — 1986
BS, Mathematics
Sibilla Capital Management, LLC December 2012 - Present
GSB Podium Advisors, LLC May 2010 - August 2011
Bull Path Capital Management LLC March 2002 - May 2010
Goldman Sachs July 2000 - November 2001
Lehman Brothers 1996 - 2000
Kidder, Peabody 1991 - 1995
Education
Stony Brook University 1986 — 1987
MS, Applied Mathematics and Statistics/Concentration in Operations Research
University at Albany, SUNY 1982 — 1986
BS, Mathematics
Bob Scott, CFP®, AAMS's Kidder Peabody Experience 1987 - 1989
Job President & Financial Advisor, Scott Strategic Investments, LLC (An Independent Firm)
Industry Investment Management
Experience
Scott Strategic Investments, LLC, An Indepedent Firm 2007 - Present
Edward Jones February 1999 - February 2007
Rockmont Capital Partners, Ltd. May 1993 - September 1998
NationsBank 1990 - 1993
Alex. Brown & Sons 1989 - 1990
Kidder Peabody 1987 - 1989
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Finance, Strategic Financial..., Financial Advisory, Analysis, Loans, Management, Retirement, Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Estate Planning, Securities, Small Business, Real Estate
Education
University of Denver - Daniels College of Business 1996 — 1998
Masters in Busineess Administration
University of Southern California 1982 — 1987
B.S., Business Administration with an emphasis in Finance and Business Economics., Accounting and Finance
University of Southern California 1982 — 1987
B.A. International Relations., Defense and Strategic Studies
Scott Strategic Investments, LLC, An Indepedent Firm 2007 - Present
Edward Jones February 1999 - February 2007
Rockmont Capital Partners, Ltd. May 1993 - September 1998
NationsBank 1990 - 1993
Alex. Brown & Sons 1989 - 1990
Kidder Peabody 1987 - 1989
Skills
Mergers & Acquisitions, Investments, Corporate Finance, Finance, Strategic Financial..., Financial Advisory, Analysis, Loans, Management, Retirement, Series 7, Asset Allocation, Mutual Funds, Retirement Planning, Investment Strategies, Estate Planning, Securities, Small Business, Real Estate
Education
University of Denver - Daniels College of Business 1996 — 1998
Masters in Busineess Administration
University of Southern California 1982 — 1987
B.S., Business Administration with an emphasis in Finance and Business Economics., Accounting and Finance
University of Southern California 1982 — 1987
B.A. International Relations., Defense and Strategic Studies
Craig Huber's Kidder Peabody Experience April 1993 - December 1994
Job Equity Research Analyst at Huber Research Partners, LLC
Industry Financial Services
Experience
Huber Research Partners, LLC January 2012 - Present
Access 342, LLC November 2009 - December 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers June 2004 - September 2008
Morgan Stanley January 1995 - June 2004
Kidder Peabody April 1993 - December 1994
Skills
Equity Research, Stock Picking, Sell Side, Equities, Hedge Funds, Fixed Income, Equity Valuation, Valuation, Buy-side, Investment Banking
Education
University of California, Davis 1990 — 1992
MBA
University of California, Davis 1984 — 1989
BS, Mechanical Engineering
Huber Research Partners, LLC January 2012 - Present
Access 342, LLC November 2009 - December 2011
Barclays Capital September 2008 - November 2009
Lehman Brothers June 2004 - September 2008
Morgan Stanley January 1995 - June 2004
Kidder Peabody April 1993 - December 1994
Skills
Equity Research, Stock Picking, Sell Side, Equities, Hedge Funds, Fixed Income, Equity Valuation, Valuation, Buy-side, Investment Banking
Education
University of California, Davis 1990 — 1992
MBA
University of California, Davis 1984 — 1989
BS, Mechanical Engineering
William Moffly's Kidder Peabody Experience November 1984 - September 1991
Job Head of Distribution
Industry Investment Management
Experience
BofA Global Capital Management November 2003 - Present
Fidelity Investments September 1992 - October 2003
Kidder Peabody November 1984 - September 1991
Skills
Fixed Income, Asset Management, Investments, Mutual Funds, Series 7, Banking, Financial Services, Wealth Management
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Arts (BA), Economics
BofA Global Capital Management November 2003 - Present
Fidelity Investments September 1992 - October 2003
Kidder Peabody November 1984 - September 1991
Skills
Fixed Income, Asset Management, Investments, Mutual Funds, Series 7, Banking, Financial Services, Wealth Management
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Arts (BA), Economics
Jon Goldstein's Kidder Peabody Experience August 1991 - September 1994
Job CoChief Executive Officer at Constellation Wealth Advisors LLC
Industry Investment Management
Experience
Constellation Wealth Advisors LLC March 2008 - Present
Citigroup September 1994 - March 2008
Kidder Peabody August 1991 - September 1994
Deloitte & Touche August 1982 - August 1984
Skills
Investments, Wealth Management, Alternative Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of California, Berkeley
B.S., Business Administration
Constellation Wealth Advisors LLC March 2008 - Present
Citigroup September 1994 - March 2008
Kidder Peabody August 1991 - September 1994
Deloitte & Touche August 1982 - August 1984
Skills
Investments, Wealth Management, Alternative Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of California, Berkeley
B.S., Business Administration
Mary Uslander's Kidder Peabody Experience May 1985 - December 1995
Job Board Member at Women Networking in Electronic Transactions (W.net)
Industry Financial Services
Experience
First Data Corporation August 2014 - Present
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup Smith Barney July 2000 - June 2009
Paine Webber December 1995 - July 2000
Kidder Peabody May 1985 - December 1995
Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building
Education
New York Restaurant School
Culinary Arts/Chef Training
Tufts University
Psychology/Community Health, Psychology
First Data Corporation August 2014 - Present
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney June 2009 - July 2010
Citigroup Smith Barney July 2000 - June 2009
Paine Webber December 1995 - July 2000
Kidder Peabody May 1985 - December 1995
Skills
Financial Services, Management, Strategy, Banking, CRM, Wealth Management, Portfolio Management, Series 63, New Business Development, Leadership, Series 7, Product Development, Marketing, Credit, Program Management, SDLC, Vendor Management, Equities, Integration, Retail Banking, Project Management, Securities, Investments, Mergers & Acquisitions, Business Analysis, Team Building
Education
New York Restaurant School
Culinary Arts/Chef Training
Tufts University
Psychology/Community Health, Psychology
Henry Villafane, PMP, CSM's Kidder Peabody Experience 1980 - 1994
Job Project Manager at Procom
Industry Financial Services
Experience
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
michael rescoe's Kidder Peabody Experience November 1984 - 1993
Job Member of the Board of Directors at Global Power Equipment Group
Industry Executive Office
Experience
Global Power Equipment Group July 2014 - Present
Darling Ingredients Inc. 2011 - 2014
Global Crossing December 2003 - October 2011
Travelport November 2006 - October 2009
Tennessee Valley Authority 2003 - 2006
Pacific Gas and Electric Company 1997 - 2000
Bear Stearns Investment Bank 1993 - 1996
Kidder Peabody November 1984 - 1993
Skills
Managerial Finance, Mergers, Restructuring, Private Equity, Strategic Financial..., Risk Management, Accounting, Investor Relations, IPO, Auditing, Capital Markets, Portfolio Management, Project Finance, Tax, Treasury, Joint Ventures, Financial Reporting, Finance, Venture Capital, Revenue Recognition, Corporate Finance, Start-ups, Financial Modeling, Business Valuation, Divestitures, Mergers & Acquisitions, Forecasting, Valuation, Cost Accounting, Business Planning, Strategy, Executive Management, Financial Analysis, Internal Audit, Cash Management, Financial Accounting, Acquisition Integration, M&A experience, Capital Budgeting, Corporate Governance, Management, Sarbanes-Oxley Act, SEC filings, Financial Planning, SEC Filings
Education
The University of Texas at Austin 1976 — 1978
MBA, Finance and Accounting
Tulane University 1970 — 1974
Bachelor's Degree, Physical and Biological Anthropology
Union Catholic HS
Global Power Equipment Group July 2014 - Present
Darling Ingredients Inc. 2011 - 2014
Global Crossing December 2003 - October 2011
Travelport November 2006 - October 2009
Tennessee Valley Authority 2003 - 2006
Pacific Gas and Electric Company 1997 - 2000
Bear Stearns Investment Bank 1993 - 1996
Kidder Peabody November 1984 - 1993
Skills
Managerial Finance, Mergers, Restructuring, Private Equity, Strategic Financial..., Risk Management, Accounting, Investor Relations, IPO, Auditing, Capital Markets, Portfolio Management, Project Finance, Tax, Treasury, Joint Ventures, Financial Reporting, Finance, Venture Capital, Revenue Recognition, Corporate Finance, Start-ups, Financial Modeling, Business Valuation, Divestitures, Mergers & Acquisitions, Forecasting, Valuation, Cost Accounting, Business Planning, Strategy, Executive Management, Financial Analysis, Internal Audit, Cash Management, Financial Accounting, Acquisition Integration, M&A experience, Capital Budgeting, Corporate Governance, Management, Sarbanes-Oxley Act, SEC filings, Financial Planning, SEC Filings
Education
The University of Texas at Austin 1976 — 1978
MBA, Finance and Accounting
Tulane University 1970 — 1974
Bachelor's Degree, Physical and Biological Anthropology
Union Catholic HS
Beth Smithers's Kidder Peabody Experience August 1981 - August 1983
Job Financial Analyst at PeaceHealth
Industry Hospital & Health Care
Experience
PeaceHealth May 1999 - Present
SelectCare January 1993 - December 1994
Hewlett-Packard July 1985 - December 1992
Kidder Peabody August 1981 - August 1983
Education
University of California, Davis - Graduate School of Management 1983 — 1985
MBA, Finance
Vanderbilt University 1976 — 1980
Bachelor Of Arts, Economics
PeaceHealth May 1999 - Present
SelectCare January 1993 - December 1994
Hewlett-Packard July 1985 - December 1992
Kidder Peabody August 1981 - August 1983
Education
University of California, Davis - Graduate School of Management 1983 — 1985
MBA, Finance
Vanderbilt University 1976 — 1980
Bachelor Of Arts, Economics
Mike Rome's Kidder Peabody Experience November 1991 - October 1994
Job CEO and Principal at Texan Capital
Industry Investment Management
Experience
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Texan Capital August 2013 - Present
Memorial Capital Partners January 2012 - Present
Bridgeway Capital Management December 2002 - May 2013
Invesco Aim November 1996 - March 2002
Oppenheimer & Co. November 1994 - October 1996
Kidder Peabody November 1991 - October 1994
Merrill Lynch April 1987 - October 1991
Texas Commerce Bank 1980 - 1987
Skills
Strategic Planning, Investments, Equities, Trading, Portfolio Management, Private Equity, Mutual Funds, Mergers, Due Diligence, Business Development, Asset Managment, New Business Development, Risk Management, Wealth Management, Hedge Funds, Business Strategy, Separately Managed..., Financial Analysis, Corporate Finance, Recruiting
Education
University of Kansas 1971 — 1976
BA, College of Liberal Arts and Sciences
Shawnee Mission North High School 1969 — 1971
Robert Mollica's Kidder Peabody Experience September 1982 - May 1985
Job
Industry
Experience
Credit Suisse March 1992 - October 2010
Securities International August 1987 - March 1992
L.F. Rothchild June 1985 - July 1987
Kidder Peabody September 1982 - May 1985
Education
State University of New York College at Oswego 1976 — 1978
B.A, Business Administration
Credit Suisse March 1992 - October 2010
Securities International August 1987 - March 1992
L.F. Rothchild June 1985 - July 1987
Kidder Peabody September 1982 - May 1985
Education
State University of New York College at Oswego 1976 — 1978
B.A, Business Administration
Alex Fishbein's Kidder Peabody Experience 1993 - 1994
Job Portfolio Manager at Millennium
Industry Financial Services
Experience
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Millennium Partners November 2011 - Present
Citi Capital Advisors April 2007 - October 2011
Morgan Stanley 2003 - 2007
UBS/PaineWebber 1994 - 2003
Kidder Peabody 1993 - 1994
Education
University of Colorado at Boulder
Colleen Barry's Kidder Peabody Experience July 1993 - April 1997
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Author January 2006 - Present
TIAA-CREF November 2013 - June 2014
EnformHR April 2013 - October 2013
Merrill Lynch March 2006 - March 2012
Merrill Lynch June 2000 - March 2006
Merrill Lynch November 1997 - June 2000
Montgomery Securities April 1997 - November 1997
Kidder Peabody July 1993 - April 1997
Merrill Lynch July 1992 - July 1993
Skills
Team Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Collaborative Leadership, Business Analysis, Financial Analysis, Budget Management, Mentoring, Series 7, Budgets, Social Media Marketing, Business Planning, Marketing
Education
The College of New Jersey 1988 — 1992
BA, Business Administration/Finance
Merrill Lynch July 2014 - Present
Author January 2006 - Present
TIAA-CREF November 2013 - June 2014
EnformHR April 2013 - October 2013
Merrill Lynch March 2006 - March 2012
Merrill Lynch June 2000 - March 2006
Merrill Lynch November 1997 - June 2000
Montgomery Securities April 1997 - November 1997
Kidder Peabody July 1993 - April 1997
Merrill Lynch July 1992 - July 1993
Skills
Team Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Collaborative Leadership, Business Analysis, Financial Analysis, Budget Management, Mentoring, Series 7, Budgets, Social Media Marketing, Business Planning, Marketing
Education
The College of New Jersey 1988 — 1992
BA, Business Administration/Finance
John A. Snyder, CPA's Kidder Peabody Experience 1978 - 1990
Job Greenline Partners LLC
Industry Financial Services
Experience
Coastal Range Inv Mgt January 2011 - December 2012
US Trust 2000 - 2010
Kennedy Associates 1991 - 2000
Kidder Peabody 1978 - 1990
Arthur Young and Co October 1974 - December 1976
Skills
Wealth Management, Nonprofits, Investments, Portfolio Management
Education
The University of Texas at Austin
BBA, Finance
University of Houston
MS in Accountancy, Taxation
Coastal Range Inv Mgt January 2011 - December 2012
US Trust 2000 - 2010
Kennedy Associates 1991 - 2000
Kidder Peabody 1978 - 1990
Arthur Young and Co October 1974 - December 1976
Skills
Wealth Management, Nonprofits, Investments, Portfolio Management
Education
The University of Texas at Austin
BBA, Finance
University of Houston
MS in Accountancy, Taxation
Martin Krasnoff's Kidder Peabody Experience 1986 - 1996
Job Principal Broker at RAND REALTY NY, LLC
Industry Real Estate
Experience
RAND REALTY NY, LLC January 2000 - Present
Kidder Peabody 1986 - 1996
Skills
Real Estate, Apartments, Sellers, Real Estate Transactions, Relocation, Investment Properties, Residential Homes, Rentals, Condos, First Time Home Buyers, Investors, Townhomes, Property Management, Leases, Real Estate Development
Education
Stony Brook University 1978 — 1983
B.S., Computer Science
RAND REALTY NY, LLC January 2000 - Present
Kidder Peabody 1986 - 1996
Skills
Real Estate, Apartments, Sellers, Real Estate Transactions, Relocation, Investment Properties, Residential Homes, Rentals, Condos, First Time Home Buyers, Investors, Townhomes, Property Management, Leases, Real Estate Development
Education
Stony Brook University 1978 — 1983
B.S., Computer Science
Marla Tamburro's Kidder Peabody Experience August 1986 - May 1989
Job Staff SW Engineer at Visa
Industry Financial Services
Experience
Visa November 2013 - Present
Trust Company of America July 2013 - October 2013
Broadridge Financial Services January 1990 - June 2013
Kidder Peabody August 1986 - May 1989
Skills
HP NonStop, Requirements Analysis, SDLC, Business Analysis, COBOL, Databases, SQL, Data Warehousing, Unix, TACL, Agile Methodologies, Software Design, PL/SQL, Testing, Database Design, Oracle, Disaster Recovery, Integration, Requirements Gathering, User Acceptance Testing, Software Project..., Systems Analysis, Business Requirements, Enterprise Architecture, Software Documentation, Business Process, Architecture, Solution Architecture, Software Development
Education
University of Utah 1983 — 1986
Bachelors Degree, Computer Science
University of Colorado at Boulder 1979 — 1982
Visa November 2013 - Present
Trust Company of America July 2013 - October 2013
Broadridge Financial Services January 1990 - June 2013
Kidder Peabody August 1986 - May 1989
Skills
HP NonStop, Requirements Analysis, SDLC, Business Analysis, COBOL, Databases, SQL, Data Warehousing, Unix, TACL, Agile Methodologies, Software Design, PL/SQL, Testing, Database Design, Oracle, Disaster Recovery, Integration, Requirements Gathering, User Acceptance Testing, Software Project..., Systems Analysis, Business Requirements, Enterprise Architecture, Software Documentation, Business Process, Architecture, Solution Architecture, Software Development
Education
University of Utah 1983 — 1986
Bachelors Degree, Computer Science
University of Colorado at Boulder 1979 — 1982
Andy Ansel's Kidder Peabody Experience June 1984 - February 1989
Job Trader
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
RBC Capital Markets May 2011 - Present
Templar Securities November 2007 - May 2011
Credit Suisse 1995 - 1998
Kidder Peabody June 1984 - February 1989
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Trading, Capital Markets, Market Data, Bloomberg, Swaps, Equities, FX Options, Interest Rate..., Equity Derivatives, Trading Strategies, Options, Credit Derivatives
Education
The University of Chicago 1982 — 1984
MBA, Finance
University of California, Los Angeles 1978 — 1982
BA, Economics
jeffrey horan's Kidder Peabody Experience 1993 - 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
The Seaport Group 2007 - 2009
UBS 2001 - 2005
Lehman Brothers 1994 - 2001
Kidder Peabody 1993 - 1994
TIAA-CREF 1992 - 1993
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1990
BBA, Finance
Mark Wadlington's Kidder Peabody Experience August 1994 - December 1994
Job VP Investments at Hilcorp
Industry Investment Management
Experience
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Hilcorp May 2012 - Present
Chilton Capital Management February 2007 - May 2012
Dyer, Robertson & Lamme March 2002 - February 2007
Enron Corp 2000 - 2002
Teacher Retirement System of Texas February 1997 - August 2000
UBS Securities Co., Ltd 1995 - 1997
Paine Webber 1994 - 1995
Kidder Peabody August 1994 - December 1994
Stephens Inc. August 1990 - July 1992
Skills
Alternative Investments, Corporate Finance, Investor Relations, Fixed Income, Bloomberg, Due Diligence, Securities, Chartered Financial..., Mergers, Mutual Funds, Financial Markets, Options, Investment Management, Venture Capital, Investment Advisory, Series 7
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (MBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, 3.8
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (BA), Plan II Honors Liberal Arts, 3.65
Bruce Grossman's Kidder Peabody Experience 1987 - 1994
Job Vice Chairman of The Grossman Family Philanthropic Foundation
Industry Philanthropy
Experience
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
Dillon Hill Investment Company, LLC March 2014 - Present
Debbon Capital, L.P. 2012 - Present
Grossman Family Philanthropic Foundation 2012 - Present
Dillon Hill Capital LLC 2009 - Present
Avenue Capital Group 1998 - 2009
UBS Securities Co., Ltd 1996 - 1998
Lehman Brothers Holdings Inc. 1994 - 1996
Kidder Peabody 1987 - 1994
Chase Manhattan bank 1985 - 1987
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Private Equity, Alternative Investments, Venture Capital, Valuation, Asset Management, Capital Markets, Fixed Income, Investment Banking
Education
Tufts University 1981 — 1985
BA, Economics
(WORK) Frank Amelio's Kidder Peabody Experience 1985 - 1989
Job Partner at Amelio Financial Group
Industry Fine Art
Experience
Amelio Financial Group April 2010 - Present
AG Edwards & Sons 1989 - 1993
Kidder Peabody 1985 - 1989
Skills
Microsoft Excel, PowerPoint, Customer Service, Research, English
Education
University of Nebraska-Lincoln 1976 — 1977
University of Colorado at Denver 1974 — 1977
BA, Physical Geography
Amelio Financial Group April 2010 - Present
AG Edwards & Sons 1989 - 1993
Kidder Peabody 1985 - 1989
Skills
Microsoft Excel, PowerPoint, Customer Service, Research, English
Education
University of Nebraska-Lincoln 1976 — 1977
University of Colorado at Denver 1974 — 1977
BA, Physical Geography
Dan Ornstein's Kidder Peabody Experience June 1994 - October 1994
Job HG Vora Capital
Industry Financial Services
Experience
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
linda webster's Kidder Peabody Experience 1985 - 1995
Job
Industry
Experience
SunGard Financial Systems October 1996 - Present
Kidder Peabody 1985 - 1995
Skills
Requirements Gathering, Business Analysis, Functional..., Business Requirements, Supervisory Skills, Project Management, Project Planning, Functional Testing, Data Analysis, Decision Making, High degree of..., Independent Thinking, Creative Solutions, Technical Analysis, SQL, Iterative Design
Education
State University of New York College at Oswego
Computer Science
SunGard Financial Systems October 1996 - Present
Kidder Peabody 1985 - 1995
Skills
Requirements Gathering, Business Analysis, Functional..., Business Requirements, Supervisory Skills, Project Management, Project Planning, Functional Testing, Data Analysis, Decision Making, High degree of..., Independent Thinking, Creative Solutions, Technical Analysis, SQL, Iterative Design
Education
State University of New York College at Oswego
Computer Science
Clayton McGraw's Kidder Peabody Experience February 1983 - October 1994
Job Founder and Managing Partner at McGraw Group Executive Search
Industry Financial Services
Experience
McGraw Group Executive Search Managing DirectorKorn FerryJuly 1995 - February 2009
Kidder Peabody February 1983 - October 1994
Microsoft July 1980 - February 1983
Education
University of Iowa
Bachelor of Business Administration (BBA)
McGraw Group Executive Search Managing DirectorKorn FerryJuly 1995 - February 2009
Kidder Peabody February 1983 - October 1994
Microsoft July 1980 - February 1983
Education
University of Iowa
Bachelor of Business Administration (BBA)
Dallas Anthony's Kidder Peabody Experience 1978 - June 1990
Job Investor: Financial Securities & Art
Industry Investment Management
Experience
self 2008 - Present
dbanksanthony@gmail.com January 2002 - December 2008
Rangér. Capital January 2002 - June 2008
JMIC June 1990 - June 2002
Kidder Peabody 1978 - June 1990
FIIM, Inc. May 1976 - February 1978
Skills
exceptional marksman,..., plongee, martial arts..., Management, Bonds, Strategic Planning, Team Building, Marketing, Sales, Public Relations, New Business Development, Investments, Equities, Portfolio Management, Trading, Mutual Funds, Asset Management, Customer Service
Education
Texas Christian University 1974 — 1976
MBA in Finance & Investments, English Literature (British and Commonwealth)
Texas Christian University 1974 — 1976
Bachelor's Degree, double major: Literature & Finance: double minor: French & Philosophy, consistantly Dean's List also invited to the Senior Honors English Lit Seminar
self 2008 - Present
dbanksanthony@gmail.com January 2002 - December 2008
Rangér. Capital January 2002 - June 2008
JMIC June 1990 - June 2002
Kidder Peabody 1978 - June 1990
FIIM, Inc. May 1976 - February 1978
Skills
exceptional marksman,..., plongee, martial arts..., Management, Bonds, Strategic Planning, Team Building, Marketing, Sales, Public Relations, New Business Development, Investments, Equities, Portfolio Management, Trading, Mutual Funds, Asset Management, Customer Service
Education
Texas Christian University 1974 — 1976
MBA in Finance & Investments, English Literature (British and Commonwealth)
Texas Christian University 1974 — 1976
Bachelor's Degree, double major: Literature & Finance: double minor: French & Philosophy, consistantly Dean's List also invited to the Senior Honors English Lit Seminar
Joe Ciprari's Kidder Peabody Experience 1987 - 1993
Job President at Remo consultants
Industry Financial Services
Experience
Remo consultants 2009 - Present
UBS 2000 - 2009
Paine Webber 1993 - 2000
Kidder Peabody 1987 - 1993
Education
University of North Carolina at Chapel Hill 1984 — 1987
Bachelor's Degree, Econ/finance
Remo consultants 2009 - Present
UBS 2000 - 2009
Paine Webber 1993 - 2000
Kidder Peabody 1987 - 1993
Education
University of North Carolina at Chapel Hill 1984 — 1987
Bachelor's Degree, Econ/finance
Paul Donofrio's Kidder Peabody Experience 1990 - 1994
Job Head of Global Corporate Credit and Transaction Banking at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Warburger Dillon Read 1994 - 1999
Kidder Peabody 1990 - 1994
US Navy 1982 - 1988
Skills
Board of Directors, Executive Management, Investment Banking, Corporate Finance, Capital Markets, M&A execution, Treasury Management, Loans, International Business, Finance, Investments, Due Diligence, Venture Capital, Portfolio Management, Management, Financial Modeling, Banking, Valuation, Private Equity, Mergers & Acquisitions, Commercial Banking
Education
University of Chicago Graduate School of Business 1988 — 1990
Masters of Business Administration, Finance Specialization
United States Naval Academy 1978 — 1982
Bachelor of Science
Bank of America Merrill Lynch 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bank of America Merrill Lynch 2006 - 2008
Bank of America 2003 - 2006
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Warburger Dillon Read 1994 - 1999
Kidder Peabody 1990 - 1994
US Navy 1982 - 1988
Skills
Board of Directors, Executive Management, Investment Banking, Corporate Finance, Capital Markets, M&A execution, Treasury Management, Loans, International Business, Finance, Investments, Due Diligence, Venture Capital, Portfolio Management, Management, Financial Modeling, Banking, Valuation, Private Equity, Mergers & Acquisitions, Commercial Banking
Education
University of Chicago Graduate School of Business 1988 — 1990
Masters of Business Administration, Finance Specialization
United States Naval Academy 1978 — 1982
Bachelor of Science
Mark Wadlington's Kidder Peabody Experience August 1994 - December 1994
Job VP Investments at Hilcorp Ventures
Industry Investment Management
Experience
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
Hilcorp Ventures June 2012 - Present
Chilton Capital Management January 2008 - June 2012
Dyer, Robertson & Lamme January 2002 - December 2007
Enron Corp. August 2000 - December 2001
Teacher Retirement System of Texas January 1998 - July 2000
UBS April 1996 - May 1997
PaineWebber January 1995 - March 1996
Kidder Peabody August 1994 - December 1994
Stephens Inc. September 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Asset Management, Fixed Income, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg, Securities, Investment Management
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General, 3.8+ GPA (on a 4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General, 3.8 GPA (4.0 scale)
The University of Texas at Austin 1986 — 1990
Bachelor of Arts (B.A.), Plan II Honors Liberal Arts, 3.65 GPA (4.0 scale)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS