Linsco Private Ledger
Industry: Financial services company
DescriptionLPL Financial LLC is the largest independent broker-dealer in the United States. As of 2017 the company had more than 15,000 financial advisors, over $615 billion in advisory & brokerage assets, and generated approximately $4.2 billion in annual revenue for the 2017 fiscal year. Customer service: 1 (800) 877-7210 Headquarters: Boston, MA CEO: Dan Arnold (Jan 2017–) Parent organization: LPL Financial Holdings Inc
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Linsco Private Ledger Employees
Employee
Years
Job
Industry
Michael Colavito Michael Colavito's Linsco Private Ledger Experience February 2003 - May 2005
Job Chief Operating Officer at Mid Pacific Testing & Inspection
Industry Construction
Experience
Mid Pacific Testing & Inspection February 2006 - Present
Mid Pacific Testing & Inspection February 2006 - Present
Linsco Private Ledger February 2003 - May 2005
Skills
Leadership, Team Leadership, Financial Analysis, Corporate Finance, Business Process..., Marketing
Education
University of California, Davis 1983 — 1987
Bachelor's degree, Economics
Mid Pacific Testing & Inspection February 2006 - Present
Mid Pacific Testing & Inspection February 2006 - Present
Linsco Private Ledger February 2003 - May 2005
Skills
Leadership, Team Leadership, Financial Analysis, Corporate Finance, Business Process..., Marketing
Education
University of California, Davis 1983 — 1987
Bachelor's degree, Economics
Karen Hastedt Karen Hastedt's Linsco Private Ledger Experience 2006 - 2008
Job Volunteer Coordinator at The Nevada Museum of Art
Industry Public Relations and Communications
Experience
The Nevada Museum of Art August 2015 - Present
First Baptist Church Kent Island 2010 - 2015
The City of Laramie 2008 - 2010
Linsco Private Ledger 2006 - 2008
PEC Solutions Contractors 2004 - 2006
The John F. Kennedy Center for Performing Arts 1999 - 2003
The White House Office of Scheduling and Advance 1993 - 1999
The May Company - Risk Management 1975 - 1985
Skills
Social Media, Event Planning, Microsoft Office, Public Relations, Press Releases, Fundraising, Teaching, Volunteer Management, Editing
Education
The Ohio State University
B. S., Industrial Design
The Nevada Museum of Art August 2015 - Present
First Baptist Church Kent Island 2010 - 2015
The City of Laramie 2008 - 2010
Linsco Private Ledger 2006 - 2008
PEC Solutions Contractors 2004 - 2006
The John F. Kennedy Center for Performing Arts 1999 - 2003
The White House Office of Scheduling and Advance 1993 - 1999
The May Company - Risk Management 1975 - 1985
Skills
Social Media, Event Planning, Microsoft Office, Public Relations, Press Releases, Fundraising, Teaching, Volunteer Management, Editing
Education
The Ohio State University
B. S., Industrial Design
Teresa Steele Teresa Steele's Linsco Private Ledger Experience July 2007 - September 2007
Job Charles River SME Consultant at Confidential
Industry Financial Services
Experience
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Din Tang Din Tang's Linsco Private Ledger Experience April 2006 - August 2006
Job Project Manager at Siemens Healthcare
Industry Medical Devices
Experience
Siemens Healthcare August 2014 - Present
Siemens Healthcare October 2006 - August 2014
Linsco Private Ledger April 2006 - August 2006
United States Marine Corps December 1999 - December 2004
Skills
Computer Hardware, Technical Support, Process Improvement, Hardware, Operating Systems, Outlook, Troubleshooting, Medical Imaging, Digital Imaging, Printers, DICOM, Hardware Diagnostics, Active Directory, CompTIA, Help Desk Support, Laptops, Network Administration, Networking, Norton Ghost, PACS, Remote Desktop, Servers, System Administration, Windows 7, Windows Server, Windows, Field Service
Education
University of Redlands 2012 — 2015
Masters of Business Administration, Information Technology
California State University-San Marcos - College of Business Administration 2002 — 2005
Business Administration, Informations Systems Management
Siemens Healthcare August 2014 - Present
Siemens Healthcare October 2006 - August 2014
Linsco Private Ledger April 2006 - August 2006
United States Marine Corps December 1999 - December 2004
Skills
Computer Hardware, Technical Support, Process Improvement, Hardware, Operating Systems, Outlook, Troubleshooting, Medical Imaging, Digital Imaging, Printers, DICOM, Hardware Diagnostics, Active Directory, CompTIA, Help Desk Support, Laptops, Network Administration, Networking, Norton Ghost, PACS, Remote Desktop, Servers, System Administration, Windows 7, Windows Server, Windows, Field Service
Education
University of Redlands 2012 — 2015
Masters of Business Administration, Information Technology
California State University-San Marcos - College of Business Administration 2002 — 2005
Business Administration, Informations Systems Management
Heather Bryan Heather Bryan's Linsco Private Ledger Experience January 1994 - October 1996
Job Catering Manager at Benning Club
Industry Events Services
Experience
Benning Club January 2014 - Present
Rhino Claim Services April 2007 - February 2010
NCA Group October 2005 - April 2007
YMCA of Greater Indianapolis July 2004 - October 2005
Classic Auto Insurance October 1999 - October 2001
Jeanette Lee, Inc. "The Black Widow" Professional 9 Ball Champion October 1996 - October 1998
Linsco Private Ledger January 1994 - October 1996
Skills
Office Management, Office Administration, Insurance, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Access, Microsoft Office, Customer Service, P&C Insurance, Recruiting, English, Adobe Acrobat, Payroll, QuickBooks, Microsoft Exchange, Quicken, Customer Satisfaction, Conference Planning, 77 WPM, Lotus 123, Microsoft Works, EventMaster, RecTrac
Education
Indiana University-Purdue University at Indianapolis 1996 — 2000
Computer/Information Technology Administration and Management, GPA 3.8
Benning Club January 2014 - Present
Rhino Claim Services April 2007 - February 2010
NCA Group October 2005 - April 2007
YMCA of Greater Indianapolis July 2004 - October 2005
Classic Auto Insurance October 1999 - October 2001
Jeanette Lee, Inc. "The Black Widow" Professional 9 Ball Champion October 1996 - October 1998
Linsco Private Ledger January 1994 - October 1996
Skills
Office Management, Office Administration, Insurance, Microsoft Excel, Microsoft Word, Lotus Notes, PowerPoint, Access, Microsoft Office, Customer Service, P&C Insurance, Recruiting, English, Adobe Acrobat, Payroll, QuickBooks, Microsoft Exchange, Quicken, Customer Satisfaction, Conference Planning, 77 WPM, Lotus 123, Microsoft Works, EventMaster, RecTrac
Education
Indiana University-Purdue University at Indianapolis 1996 — 2000
Computer/Information Technology Administration and Management, GPA 3.8
Denise Kamel Denise Kamel's Linsco Private Ledger Experience August 2011 - May 2012
Job Compliance Analyst
Industry Financial Services
Experience
CUSO Financial Services, LP May 2012 - Present
Linsco Private Ledger August 2011 - May 2012
HOLBROOK PUBLIC SCHOOLS September 2008 - June 2011
Brockton Public Schools October 2006 - August 2008
Investor's Bank & Trust Company December 2005 - July 2006
LINSCO PRIVATE LEDGER December 2004 - December 2005
No Fear August 2004 - December 2004
State Street Corporation October 2001 - August 2004
Skills
Mutual Funds, Options, Financial Services, Account Reconciliation, Microsoft Office, Microsoft Excel, Banking, Data Analysis, Outlook, PowerPoint, Investments, Analysis, Access, Microsoft Word, Research, Customer Service, Management, Securities, Process Improvement, Finance, Portfolio Management, Insurance
Education
University of Massachusetts Boston 2006 — 2008
Master's in Elementary Education, Elementary Education
University of Massachusetts Boston 1996 — 2001
Bachelor of Science, Business Management
CUSO Financial Services, LP May 2012 - Present
Linsco Private Ledger August 2011 - May 2012
HOLBROOK PUBLIC SCHOOLS September 2008 - June 2011
Brockton Public Schools October 2006 - August 2008
Investor's Bank & Trust Company December 2005 - July 2006
LINSCO PRIVATE LEDGER December 2004 - December 2005
No Fear August 2004 - December 2004
State Street Corporation October 2001 - August 2004
Skills
Mutual Funds, Options, Financial Services, Account Reconciliation, Microsoft Office, Microsoft Excel, Banking, Data Analysis, Outlook, PowerPoint, Investments, Analysis, Access, Microsoft Word, Research, Customer Service, Management, Securities, Process Improvement, Finance, Portfolio Management, Insurance
Education
University of Massachusetts Boston 2006 — 2008
Master's in Elementary Education, Elementary Education
University of Massachusetts Boston 1996 — 2001
Bachelor of Science, Business Management
Herb Morgan Herb Morgan's Linsco Private Ledger Experience 2002 - 2004
Job Founder, CEO & Chief Investment Officer
Industry Investment Management
Experience
Efficient Market Advisors, LLC July 2004 - Present
Forbes.com March 2009 - Present
Theta Chi Fraternity July 2014 - Present
San Diego City Employees Retirement System May 2009 - July 2013
Theta Chi Fraternity, International Headquarters 2005 - June 2011
Sand Hill Global Advisors August 2007 - January 2010
Linsco Private Ledger 2002 - 2004
Dreyfus 2000 - 2003
ING Funds (Pilgrim) 1996 - 2000
J & W Seligman & Co., Inc December 1990 - July 1996
Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets
Education
University of California, Santa Cruz 1984 — 1988
BA (Honors), Economics
El Camino High School 1980 — 1984
High School Diploma
Efficient Market Advisors, LLC July 2004 - Present
Forbes.com March 2009 - Present
Theta Chi Fraternity July 2014 - Present
San Diego City Employees Retirement System May 2009 - July 2013
Theta Chi Fraternity, International Headquarters 2005 - June 2011
Sand Hill Global Advisors August 2007 - January 2010
Linsco Private Ledger 2002 - 2004
Dreyfus 2000 - 2003
ING Funds (Pilgrim) 1996 - 2000
J & W Seligman & Co., Inc December 1990 - July 1996
Skills
Economic Research, Finance, Investments, Government, Asset Allocation, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Financial Modeling, Retirement, Hedge Funds, Fixed Income, Investment Advisory, Economics, Strategic Financial..., Capital Markets, Mutual Funds, Market Analysis, Retirement Planning, Series 7, Asset Management, ETFs, Analysis, Corporate Finance, Commodity, Equities, Leadership, Market Research, Financial Services, Data Analysis, Securities, Financial Markets, Investment Management, Valuation, Alternative Investments, Asset Managment, Management, Financial Analysis, Estate Planning, Equity Research, Bonds, 401k, Bloomberg, Technical Analysis, Quantitative Analytics, Derivatives, Emerging Markets
Education
University of California, Santa Cruz 1984 — 1988
BA (Honors), Economics
El Camino High School 1980 — 1984
High School Diploma
Sean Donnelly Sean Donnelly's Linsco Private Ledger Experience July 1998 - June 2002
Job Pacific Coast Financial Planning Group, Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Pacific Coast Financial Planning Group October 2014 - Present
UBS Financial Services Inc. April 2012 - October 2014
Morgan Stanley Smith Barney March 2006 - April 2012
Smith Barney January 2003 - February 2006
Linsco/ Private Ledger July 1998 - June 2002
Waddell & Reed Financial Services October 1996 - June 1998
Diversified Financial Concepts November 1995 - September 1996
Education
San Diego State University-California State University 1989 — 1994
Bachelors of Arts, Industrial/Organizational Psychology
Ken Teshima's Linsco Private Ledger Experience 1985 - 1995
Job CEO at Teshima & Company
Industry Accounting
Experience
Teshima & Company October 1982 - Present
Quest Management Group, Inc. January 2009 - Present
RLA Information Services January 2010 - Present
MitchCo, Inc. June 2007 - Present
Gardena Judo Club January 2011 - Present
Torrance Freeway Business Park January 2008 - Present
Yoseikan Budo 1995 - 2013
Linsco Private Ledger 1985 - 1995
Skills
Accounting, Auditing, Financial Reporting, Tax, Corporate Tax, Management Consulting, Income Tax, Tax Accounting, Tax Preparation, Financial Analysis, LLC, Tax Returns, Partnership Taxation, Real Estate, Tax Research, Small Business, US Tax, Consulting, S Corporations, CPA, Mergers & Acquisitions, Investments, Business Valuation, Strategic Financial..., Start-ups, Financial Advisory, Leadership, Corporate Finance, Due Diligence, QuickBooks, Financial Planners, Restructuring, Financial Accounting, Estate Planning, Finance, Venture Capital, Bookkeeping, Cash Management, Financial Planning
Education
Golden Gate University 1982 — 1983
Master of Business Administration (M.B.A.)
Chaminade University of Honolulu 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Teshima & Company October 1982 - Present
Quest Management Group, Inc. January 2009 - Present
RLA Information Services January 2010 - Present
MitchCo, Inc. June 2007 - Present
Gardena Judo Club January 2011 - Present
Torrance Freeway Business Park January 2008 - Present
Yoseikan Budo 1995 - 2013
Linsco Private Ledger 1985 - 1995
Skills
Accounting, Auditing, Financial Reporting, Tax, Corporate Tax, Management Consulting, Income Tax, Tax Accounting, Tax Preparation, Financial Analysis, LLC, Tax Returns, Partnership Taxation, Real Estate, Tax Research, Small Business, US Tax, Consulting, S Corporations, CPA, Mergers & Acquisitions, Investments, Business Valuation, Strategic Financial..., Start-ups, Financial Advisory, Leadership, Corporate Finance, Due Diligence, QuickBooks, Financial Planners, Restructuring, Financial Accounting, Estate Planning, Finance, Venture Capital, Bookkeeping, Cash Management, Financial Planning
Education
Golden Gate University 1982 — 1983
Master of Business Administration (M.B.A.)
Chaminade University of Honolulu 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Jessica Hogan's Linsco Private Ledger Experience January 2004 - February 2005
Job Opertions Coordinator at Henry Walker Homes
Industry Construction
Experience
Henry Walker Homes August 2011 - Present
Henry Walker Homes July 2010 - August 2011
Wealth Navigation LLC December 2007 - July 2010
The Media Cafe April 2003 - June 2009
Woodside Homes April 2006 - November 2007
Lenzworks Productions February 2005 - April 2006
Linsco Private Ledger January 2004 - February 2005
Linsco Private Ledger March 1998 - April 2003
Skills
Human Resources, Time Management, Project Management, Office Management, New Home Sales, New Home Construction, Accounting & Bookkeeping, Payroll & Taxes, Marketing & Advertising, Website Design &..., Purchasing & Inventory..., Film Production, Television Engineering
Education
Conejo Valley Adult School 2001 — 2003
Certification, American Sign Language
University of Southern California 1984 — 1986
Certifications, Mass Communication
Los Angeles Pierce College 1975 — 1977
BA, Accounting
Henry Walker Homes August 2011 - Present
Henry Walker Homes July 2010 - August 2011
Wealth Navigation LLC December 2007 - July 2010
The Media Cafe April 2003 - June 2009
Woodside Homes April 2006 - November 2007
Lenzworks Productions February 2005 - April 2006
Linsco Private Ledger January 2004 - February 2005
Linsco Private Ledger March 1998 - April 2003
Skills
Human Resources, Time Management, Project Management, Office Management, New Home Sales, New Home Construction, Accounting & Bookkeeping, Payroll & Taxes, Marketing & Advertising, Website Design &..., Purchasing & Inventory..., Film Production, Television Engineering
Education
Conejo Valley Adult School 2001 — 2003
Certification, American Sign Language
University of Southern California 1984 — 1986
Certifications, Mass Communication
Los Angeles Pierce College 1975 — 1977
BA, Accounting
Suzanna Sinapyan, MBA's Linsco Private Ledger Experience March 2001 - October 2001
Job Sales Assistant for Defined Benefit Plans
Industry Financial Services
Experience
Dedicated Defined Benefit Services Operations Administrator/Financial AnalystComprehensive Financial ServicesOctober 2001 - January 2012
Linsco Private Ledger March 2001 - October 2001
Bank of America May 2000 - October 2001
Los Angeles City College May 1997 - May 2000
Skills
Budgeting, Excel, Microsoft Office, Word, PowerPoint, Operations Management, Customer Service, Financial Reporting, Insurance, Analysis, Outlook, Compliance, Financial Analysis, Investments, Problem Solving, Research, Financial Planning, Banking, Management Consulting, Small Business, Auditing, Microsoft Word, Budgets, Financial Accounting, Corporate Finance, Strategic Financial..., Teamwork, Risk Management, Payroll, Management, Finance, Leadership, Microsoft Excel
Education
Woodbury University 2001 — 2002
MBA, Masters In Business Administration
Woodbury University 2000 — 2001
Bachelor's Degree, Finance, General
Los Angeles City College 1997 — 1999
Associate's Degree
Dedicated Defined Benefit Services Operations Administrator/Financial AnalystComprehensive Financial ServicesOctober 2001 - January 2012
Linsco Private Ledger March 2001 - October 2001
Bank of America May 2000 - October 2001
Los Angeles City College May 1997 - May 2000
Skills
Budgeting, Excel, Microsoft Office, Word, PowerPoint, Operations Management, Customer Service, Financial Reporting, Insurance, Analysis, Outlook, Compliance, Financial Analysis, Investments, Problem Solving, Research, Financial Planning, Banking, Management Consulting, Small Business, Auditing, Microsoft Word, Budgets, Financial Accounting, Corporate Finance, Strategic Financial..., Teamwork, Risk Management, Payroll, Management, Finance, Leadership, Microsoft Excel
Education
Woodbury University 2001 — 2002
MBA, Masters In Business Administration
Woodbury University 2000 — 2001
Bachelor's Degree, Finance, General
Los Angeles City College 1997 — 1999
Associate's Degree
Tracy Tate Tracy Tate's Linsco Private Ledger Experience May 1995 - October 2002
Job Central Texas Regional President at Spirit of Texas Bank
Industry Banking
Experience
Spirit of Texas Bank September 2015 - Present
Spirit of Texas Bank July 2015 - September 2015
BBVA Compass Bank February 2015 - July 2015
BBVA Compass Bank January 2012 - February 2015
BBVA Compass Bank December 2010 - January 2012
BBVA Compass Bank November 2002 - December 2010
Linsco Private Ledger May 1995 - October 2002
PaineWebber, Inc. January 1992 - May 1995
Skills
Commercial Lending, Credit, Commercial Banking, International Ba, Cash Management, Credit Analysis, Lines Of Credit, Interest Rate..., Estate Planning, Investments, Insurance, Financial Analysis, Strategic Financial..., Loans, Retirement Planning, Private Banking
Education
Texas A&M University
Spirit of Texas Bank September 2015 - Present
Spirit of Texas Bank July 2015 - September 2015
BBVA Compass Bank February 2015 - July 2015
BBVA Compass Bank January 2012 - February 2015
BBVA Compass Bank December 2010 - January 2012
BBVA Compass Bank November 2002 - December 2010
Linsco Private Ledger May 1995 - October 2002
PaineWebber, Inc. January 1992 - May 1995
Skills
Commercial Lending, Credit, Commercial Banking, International Ba, Cash Management, Credit Analysis, Lines Of Credit, Interest Rate..., Estate Planning, Investments, Insurance, Financial Analysis, Strategic Financial..., Loans, Retirement Planning, Private Banking
Education
Texas A&M University
Skip Jourdan Skip Jourdan's Linsco Private Ledger Experience September 2004 - May 2007
Job Supervisor Contact Center Operations – Inbound Servicing at Wyndham Worldwide
Industry Information Technology and Services
Experience
Wyndham Worldwide October 2014 - Present
Kansas City Life Insurance Company July 2008 - Present
BidPlus Inc June 1986 - Present
International Market Centers March 2014 - October 2014
New York Life Insurance Company May 2007 - June 2008
Linsco Private Ledger September 2004 - May 2007
United Airlines February 1979 - May 2005
Skills
Investments, Small Business, Customer Service, Public Speaking, Entrepreneurship, Marketing, Insurance, Financial Services, Leadership, Lead Generation, Sales, SEM, Program Management, Business Development, Marketing Strategy, Finance, Strategic Planning, Social Media Marketing, New Business Development
Education
Dearborn Financial 2004 — 2006
FINRA Securities Licenses 6, 63, 7 & 66 Registered Investment Advisor, Life & Health Insurance, Financial Services
San Diego State University-California State University 1973 — 1975
Music
Wyndham Worldwide October 2014 - Present
Kansas City Life Insurance Company July 2008 - Present
BidPlus Inc June 1986 - Present
International Market Centers March 2014 - October 2014
New York Life Insurance Company May 2007 - June 2008
Linsco Private Ledger September 2004 - May 2007
United Airlines February 1979 - May 2005
Skills
Investments, Small Business, Customer Service, Public Speaking, Entrepreneurship, Marketing, Insurance, Financial Services, Leadership, Lead Generation, Sales, SEM, Program Management, Business Development, Marketing Strategy, Finance, Strategic Planning, Social Media Marketing, New Business Development
Education
Dearborn Financial 2004 — 2006
FINRA Securities Licenses 6, 63, 7 & 66 Registered Investment Advisor, Life & Health Insurance, Financial Services
San Diego State University-California State University 1973 — 1975
Music
Jon Bicknell, CFP ® Jon Bicknell, CFP ®'s Linsco Private Ledger Experience March 1998 - August 1999
Job Financial Advisor with 18 years' experience addressing complex financial challenges
Industry Financial Services
Experience
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Doug Robb's Linsco Private Ledger Experience July 2002 - February 2005
Job Financial Advisor, CUSO Financial Services
Industry Financial Services
Experience
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
CUSO Financial Services, LP / USAlliance Financial May 2012 - Present
Lincoln Financial Group May 2006 - May 2012
Allstate Financial March 2004 - March 2006
Linsco Private Ledger July 2002 - February 2005
Bear Stearns Asset Management June 2000 - June 2002
Liberty Funds Group February 1996 - April 2000
First Citicorp 1995 - 1998
Bankmark November 1993 - January 1996
NFL Europe & Arena Football League February 1991 - August 1993
Skills
Mutual Funds, Series 7, Fixed Annuities, Financial Services, Asset Allocation, Retirement Planning, Finance, Insurance, Retirement, Series 65, Banking, Management, Financial Advisory, Life Insurance, Variable Annuities, Estate Planning, Fiduciary, Mortgage Lending, Equities, CRPC, College Savings Plans, Uniform Combined State..., Investment Management, Series 24, Sales, Asset Managment, Long Term Care Insurance, Investor Relations, Investment Banking, Due Diligence, High Net Worth..., Income, Trading, Financial Planners, Pensions, Institutional Sales, Tactical Asset..., Asset, Wealth Accumulation, Private Equity, Profit Sharing, Bloomberg, 403 b, Universal Life, Derivatives, Stocks, 401k Rollovers, Investment Properties, Sales Operations, Training
Education
Montclair State University 1986 — 1990
BA, Political Science & Public Admi.
Daniel Timins Esq., CFP®'s Linsco Private Ledger Experience January 2003 - August 2003
Job Estate Planning Law and Probate
Industry Law Practice
Experience
Law Offices of Daniel Timins, P.C. December 2012 - Present
Timins & LaMagna, LLP January 2011 - December 2012
Timins & Durante, LLP January 2008 - January 2011
T&D Financial, LLC September 2007 - November 2009
Eugentia M. Vecchio & Associates September 2005 - September 2006
PACE INVESTORS RIGHTS PROJECT June 2005 - August 2005
PROFESSOR BARBARA BLACK, PACE UNIVERSITY SCHOOL OF LAW January 2005 - August 2005
Alliance Bernstein Investments May 2004 - August 2004
LINSCO PRIVATE LEDGER January 2003 - August 2003
LINSCO PRIVATE LEDGER March 2002 - January 2003
Skills
Estate Planning, Estate Tax Planning, Probate, Estate Litigation, Preparation of Wills, Trusts, Medicaid Planning, Real Estate Law, Limited Partnerships, Corporate Law, Health Care Law, Property Law, Medicaid, Probation, Estate Law, Guardianship, Social Security..., Corporations, Health Care Proxies, Wills, Health Law, Legal Research, Legal Writing, Elder Law, Courts, Estate Administration, Powers of Attorney
Education
Pace University School of Law 2004 — 2007
Juris Doctorate, Wills, Trusts, Estates
Washington University in St. Louis 1993 — 1997
Bachelor of Arts, History
Law Offices of Daniel Timins, P.C. December 2012 - Present
Timins & LaMagna, LLP January 2011 - December 2012
Timins & Durante, LLP January 2008 - January 2011
T&D Financial, LLC September 2007 - November 2009
Eugentia M. Vecchio & Associates September 2005 - September 2006
PACE INVESTORS RIGHTS PROJECT June 2005 - August 2005
PROFESSOR BARBARA BLACK, PACE UNIVERSITY SCHOOL OF LAW January 2005 - August 2005
Alliance Bernstein Investments May 2004 - August 2004
LINSCO PRIVATE LEDGER January 2003 - August 2003
LINSCO PRIVATE LEDGER March 2002 - January 2003
Skills
Estate Planning, Estate Tax Planning, Probate, Estate Litigation, Preparation of Wills, Trusts, Medicaid Planning, Real Estate Law, Limited Partnerships, Corporate Law, Health Care Law, Property Law, Medicaid, Probation, Estate Law, Guardianship, Social Security..., Corporations, Health Care Proxies, Wills, Health Law, Legal Research, Legal Writing, Elder Law, Courts, Estate Administration, Powers of Attorney
Education
Pace University School of Law 2004 — 2007
Juris Doctorate, Wills, Trusts, Estates
Washington University in St. Louis 1993 — 1997
Bachelor of Arts, History
Chip Sroufe Chip Sroufe's Linsco Private Ledger Experience January 2002 - July 2003
Job Aligning with investment and insurance advisors so they can achieve the outcomes that are important to them
Industry Insurance
Experience
CORE Group USA July 2003 - Present
Linsco Private Ledger January 2002 - July 2003
Lincoln Benefit Life March 2001 - November 2001
Morgan Stanley September 1997 - February 2001
Skills
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning, Financial Modeling, Insurance, Insurance Planning, Annuities, Long Term Care, Practice Management, Practice Development, Setting clear..., Goal Setting, Business Planning, Following through, Business Coaching, Executive Mentoring, Financial Planners, Long-term Care, Strategic Financial..., Fixed Annuities, Investments, Customer Acquisition, Risk Management, Executive Development, Long Term Care Insurance, Customer Engagement, Relationship Management, Strategy, Asset Management, Retirement Planning, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management..., Life Insurance, Investment Advisory, Portfolio Management, IRAs, 401k, Series 63, Wealth Management, Wealth, Variable Annuities, Disability Insurance, Series 7, Securities
Education
Arizona State University 1995 — 1998
BA, History
College of the Desert 1989 — 1992
AA, Communications
CORE Group USA July 2003 - Present
Linsco Private Ledger January 2002 - July 2003
Lincoln Benefit Life March 2001 - November 2001
Morgan Stanley September 1997 - February 2001
Skills
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning, Financial Modeling, Insurance, Insurance Planning, Annuities, Long Term Care, Practice Management, Practice Development, Setting clear..., Goal Setting, Business Planning, Following through, Business Coaching, Executive Mentoring, Financial Planners, Long-term Care, Strategic Financial..., Fixed Annuities, Investments, Customer Acquisition, Risk Management, Executive Development, Long Term Care Insurance, Customer Engagement, Relationship Management, Strategy, Asset Management, Retirement Planning, Retirement, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Wealth Management..., Life Insurance, Investment Advisory, Portfolio Management, IRAs, 401k, Series 63, Wealth Management, Wealth, Variable Annuities, Disability Insurance, Series 7, Securities
Education
Arizona State University 1995 — 1998
BA, History
College of the Desert 1989 — 1992
AA, Communications
Jesse Bloom's Linsco Private Ledger Experience May 2010 - August 2010
Job Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management May 2013 - Present
Kelley School of Business at Indiana University 2011 - 2015
Nero's Grille May 2011 - August 2011
Calabria Pizzeria September 2010 - March 2011
David Kramer Tennis Academy June 2010 - August 2010
Linsco Private Ledger May 2010 - August 2010
High Country Sports January 2007 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Customer Service, Access, Financial Analysis, Teamwork, Social Media Marketing, Public Speaking, Financial Modeling, Marketing, Research, Photoshop, Leadership, Event Planning, Finance, Time Management, Data Analysis
Education
Indiana University Bloomington 2011 — 2015
Universita Commerciale 'Luigi Bocconi' 2014 — 2014
Semester Abroad, Finance
London School of Economics 2013 — 2013
Summer School, Economics
Livingston High School 2007 — 2011
Diploma
Mix 'Em Up Bar Tending School 2010 — 2010
Certified Mixologist, 4.0
Morgan Stanley Wealth Management May 2013 - Present
Kelley School of Business at Indiana University 2011 - 2015
Nero's Grille May 2011 - August 2011
Calabria Pizzeria September 2010 - March 2011
David Kramer Tennis Academy June 2010 - August 2010
Linsco Private Ledger May 2010 - August 2010
High Country Sports January 2007 - May 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Customer Service, Access, Financial Analysis, Teamwork, Social Media Marketing, Public Speaking, Financial Modeling, Marketing, Research, Photoshop, Leadership, Event Planning, Finance, Time Management, Data Analysis
Education
Indiana University Bloomington 2011 — 2015
Universita Commerciale 'Luigi Bocconi' 2014 — 2014
Semester Abroad, Finance
London School of Economics 2013 — 2013
Summer School, Economics
Livingston High School 2007 — 2011
Diploma
Mix 'Em Up Bar Tending School 2010 — 2010
Certified Mixologist, 4.0
Alycia Kelly Alycia Kelly's Linsco Private Ledger Experience October 2009 - March 2013
Job VPO at Global Direct AK
Industry International Trade and Development
Experience
Global Direct AK June 2014 - Present
Linsco Private Ledger October 2009 - March 2013
focusOne, LLC December 2003 - April 2009
SSN Kelly Financial Group May 1997 - December 2003
Skills
Investments, Management, Portfolio Management, Risk Management, Insurance, Marketing, Recruiting, Marketing Strategy, Auditing, Fixed Annuities, Customer Service, Strategic Planning, Team Building, New Business Development, Sales
Education
University of Connecticut 1994 — 1999
BS, Marketing
MHS 1990 — 1994
Global Direct AK June 2014 - Present
Linsco Private Ledger October 2009 - March 2013
focusOne, LLC December 2003 - April 2009
SSN Kelly Financial Group May 1997 - December 2003
Skills
Investments, Management, Portfolio Management, Risk Management, Insurance, Marketing, Recruiting, Marketing Strategy, Auditing, Fixed Annuities, Customer Service, Strategic Planning, Team Building, New Business Development, Sales
Education
University of Connecticut 1994 — 1999
BS, Marketing
MHS 1990 — 1994
Maureen Farrell-Jacobs Maureen Farrell-Jacobs's Linsco Private Ledger Experience January 2000 - September 2004
Job Student UCSD Extension
Industry Financial Services
Experience
UC San Diego Extension 2014 - Present
San Diego County Regional Airport Authority September 2004 - May 2014
Linsco Private Ledger January 2000 - September 2004
Scripps Clinic May 1999 - November 1999
Skills
Accounting, Management, Financial Analysis, Process Improvement, General Ledger, Internal Controls, Budgets, Cross-functional Team..., Financial Reporting, Microsoft Office, Forecasting, Financial Forecasting, Analysis, Real Estate Broker, JD Edwards/Oracle, BOE Business Objects /..., Fully absorbed Cost..., Direct Labor Analysis, Overhead Rate..., Employee Training, Instructor-led Training, GAAP & GASB research, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Program Management
Education
University of San Diego 1993 — 1997
Bachelor of Accountancy, Accounting
Anthony Real Estate Schools 2006 — 2007
Real Estate Brokers License Preparation, Real Estate Broker Exam
UC San Diego Extension 2014 - Present
San Diego County Regional Airport Authority September 2004 - May 2014
Linsco Private Ledger January 2000 - September 2004
Scripps Clinic May 1999 - November 1999
Skills
Accounting, Management, Financial Analysis, Process Improvement, General Ledger, Internal Controls, Budgets, Cross-functional Team..., Financial Reporting, Microsoft Office, Forecasting, Financial Forecasting, Analysis, Real Estate Broker, JD Edwards/Oracle, BOE Business Objects /..., Fully absorbed Cost..., Direct Labor Analysis, Overhead Rate..., Employee Training, Instructor-led Training, GAAP & GASB research, Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Program Management
Education
University of San Diego 1993 — 1997
Bachelor of Accountancy, Accounting
Anthony Real Estate Schools 2006 — 2007
Real Estate Brokers License Preparation, Real Estate Broker Exam
Britnie Hurd Britnie Hurd's Linsco Private Ledger Experience October 2001 - March 2003
Job Small Business Owner and Operator, Customer Service Professional, Funeral Director, Legal Assistant, Victim Advocate.
Industry Individual & Family Services
Experience
Ur Ride December 2014 - Present
Cut & Core July 2014 - Present
Olinger Crown Hill December 2012 - March 2014
Jefferson County Combined Courts, State of Colorado October 2011 - September 2012
Monarch Society May 2006 - August 2011
Sodexo September 2004 - December 2005
Linsco Private Ledger October 2001 - March 2003
Le Peep June 2002 - September 2002
Skills
Microsoft Office, Customer Service, Research, Community Outreach, Microsoft Excel, Microsoft Word, Event Planning, PowerPoint, Social Services, Nonprofits, Adobe Acrobat, Adobe Design Programs, Funeral Homes, Cemeteries, QuickBooks, Small Business, Accounts Payable, Accounts Receivable, Account Management, Small Business..., Small Business..., Disaster Recovery, Records Management, Accurate Data Entry, Advertising, Graphic Design, Logo Design, Management
Education
Metropolitan State University of Denver 2003 — 2009
Bachelor of Arts (B.A.), Behavioral Sciences, Criminal Justice and Criminology
Ur Ride December 2014 - Present
Cut & Core July 2014 - Present
Olinger Crown Hill December 2012 - March 2014
Jefferson County Combined Courts, State of Colorado October 2011 - September 2012
Monarch Society May 2006 - August 2011
Sodexo September 2004 - December 2005
Linsco Private Ledger October 2001 - March 2003
Le Peep June 2002 - September 2002
Skills
Microsoft Office, Customer Service, Research, Community Outreach, Microsoft Excel, Microsoft Word, Event Planning, PowerPoint, Social Services, Nonprofits, Adobe Acrobat, Adobe Design Programs, Funeral Homes, Cemeteries, QuickBooks, Small Business, Accounts Payable, Accounts Receivable, Account Management, Small Business..., Small Business..., Disaster Recovery, Records Management, Accurate Data Entry, Advertising, Graphic Design, Logo Design, Management
Education
Metropolitan State University of Denver 2003 — 2009
Bachelor of Arts (B.A.), Behavioral Sciences, Criminal Justice and Criminology
Adam Crossman Adam Crossman's Linsco Private Ledger Experience August 2004 - August 2008
Job Pricing Manager at UpToDate
Industry Consumer Services
Experience
UpToDate February 2014 - Present
Holden Advisors July 2013 - February 2014
Parker Hannifin July 2010 - July 2013
IEC Electronics June 2009 - August 2009
Linsco Private Ledger August 2004 - August 2008
Banknorth May 2003 - August 2003
Skills
Pricing, Statistics, Excel, Financial Modeling, Data Analysis, Forecasting, Strategic Planning, Pricing Strategy, Product Development, Project Management, Finance, Negotiation, Product Marketing, Strategy
Education
University of Rochester - Simon Business School 2008 — 2010
MBA, Finance, Strategy
Bates College 2000 — 2004
BA, Economics major, Spanish minor
UpToDate February 2014 - Present
Holden Advisors July 2013 - February 2014
Parker Hannifin July 2010 - July 2013
IEC Electronics June 2009 - August 2009
Linsco Private Ledger August 2004 - August 2008
Banknorth May 2003 - August 2003
Skills
Pricing, Statistics, Excel, Financial Modeling, Data Analysis, Forecasting, Strategic Planning, Pricing Strategy, Product Development, Project Management, Finance, Negotiation, Product Marketing, Strategy
Education
University of Rochester - Simon Business School 2008 — 2010
MBA, Finance, Strategy
Bates College 2000 — 2004
BA, Economics major, Spanish minor
Adam Guzik Adam Guzik's Linsco Private Ledger Experience October 2003 - June 2005
Job Associate at Rutherford & Christie, LLP
Industry Law Practice
Experience
Rutherford & Christie, LLP November 2010 - Present
Edward Hayes. P.C. January 2009 - November 2010
National Labor Relations Board January 2008 - June 2008
Girvin and Ferlazzo, P.C. May 2007 - August 2007
Law Offices of Lauren A. Baum June 2006 - May 2007
Linsco Private Ledger October 2003 - June 2005
Skills
Litigation, Legal Writing, Legal Research, Problem Solving, Policy, Depositions, Hearings, Civil Litigation, Litigation Management, Westlaw, Administrative Law, Appeals, Torts, Legal Documents, Legal Issues, Trials, Commercial Litigation, Pleadings, Courts, Personal Injury
Education
Brooklyn Law School 2005 — 2008
J.D.
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Bethlehem Central High School
Bethlehem Central High School
Rutherford & Christie, LLP November 2010 - Present
Edward Hayes. P.C. January 2009 - November 2010
National Labor Relations Board January 2008 - June 2008
Girvin and Ferlazzo, P.C. May 2007 - August 2007
Law Offices of Lauren A. Baum June 2006 - May 2007
Linsco Private Ledger October 2003 - June 2005
Skills
Litigation, Legal Writing, Legal Research, Problem Solving, Policy, Depositions, Hearings, Civil Litigation, Litigation Management, Westlaw, Administrative Law, Appeals, Torts, Legal Documents, Legal Issues, Trials, Commercial Litigation, Pleadings, Courts, Personal Injury
Education
Brooklyn Law School 2005 — 2008
J.D.
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Bethlehem Central High School
Bethlehem Central High School
Brad Lambert's Linsco Private Ledger Experience August 1993 - June 1994
Job Director, Cyber Security Services
Industry Information Technology and Services
Experience
Symantec April 2015 - Present
Symantec July 2013 - March 2015
Dell October 2009 - July 2013
Dell February 2008 - October 2009
Dell March 2006 - February 2008
Dell November 2000 - March 2006
Dell August 1999 - November 2000
MicroAge June 1995 - August 1999
Hertz Equipment Rental June 1994 - June 1995
Linsco Private Ledger August 1993 - June 1994
Skills
Business Development, Enterprise Software, Solution Selling, Channel Partners, Sales, New Business Development, Salesforce.com, SaaS, Forecasting, Partner Management, Channel, Strategic Partnerships, Business Alliances, Go-to-market Strategy, Business Acquisition, Team Leadership, Storage Solutions, Complex Sales, Enterprise Storage, Sales Management
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Symantec April 2015 - Present
Symantec July 2013 - March 2015
Dell October 2009 - July 2013
Dell February 2008 - October 2009
Dell March 2006 - February 2008
Dell November 2000 - March 2006
Dell August 1999 - November 2000
MicroAge June 1995 - August 1999
Hertz Equipment Rental June 1994 - June 1995
Linsco Private Ledger August 1993 - June 1994
Skills
Business Development, Enterprise Software, Solution Selling, Channel Partners, Sales, New Business Development, Salesforce.com, SaaS, Forecasting, Partner Management, Channel, Strategic Partnerships, Business Alliances, Go-to-market Strategy, Business Acquisition, Team Leadership, Storage Solutions, Complex Sales, Enterprise Storage, Sales Management
Education
San Diego State University-California State University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Josh Schulz's Linsco Private Ledger Experience 2002 - 2004
Job Director of Technology at Ziff Davis, Inc.
Industry Computer Software
Experience
Ziff Davis, Inc. January 2012 - Present
Toolbox.com 2004 - January 2012
Linsco Private Ledger 2002 - 2004
Neoplanet 1999 - 2002
Skills
C#, Agile Methodologies, .NET, jQuery, Web Analytics, JavaScript, Web Services, Web Development, Software Development, CSS, Scrum, SEO, E-commerce
Education
Arizona State University 1995 — 1999
CSE, Computer Systems Engineering
Ziff Davis, Inc. January 2012 - Present
Toolbox.com 2004 - January 2012
Linsco Private Ledger 2002 - 2004
Neoplanet 1999 - 2002
Skills
C#, Agile Methodologies, .NET, jQuery, Web Analytics, JavaScript, Web Services, Web Development, Software Development, CSS, Scrum, SEO, E-commerce
Education
Arizona State University 1995 — 1999
CSE, Computer Systems Engineering
Michele Tullock's Linsco Private Ledger Experience May 1997 - May 1998
Job Project Manager at CME Offshore
Industry Computer Software
Experience
CME Offshore January 2009 - Present
Accurate Background January 2008 - January 2009
HighTower Software November 2006 - December 2007
Lan International 2005 - 2006
HireRight 2004 - 2005
Plaid Software August 2001 - April 2004
eFunds Corporation May 1998 - May 2000
Linsco Private Ledger May 1997 - May 1998
Brandes Investment Partners May 1995 - May 1997
Paine Webber June 1988 - January 1995
Skills
Process Improvement, Customer Relations, Requirements Analysis, Excel, Windows, Business Analysis, MS Project, Product Development, Visio, Problem Solving, Microsoft Office, Program Management, Account Management, Integration, Product Management, Agile, Documentation, Customer Service, XML, Agile Methodologies
Education
University of California, Irvine 1986 — 1988
BS, Applied Mathematics (Application in Physics)
Huntington Beach High School 1980 — 1984
General
CME Offshore January 2009 - Present
Accurate Background January 2008 - January 2009
HighTower Software November 2006 - December 2007
Lan International 2005 - 2006
HireRight 2004 - 2005
Plaid Software August 2001 - April 2004
eFunds Corporation May 1998 - May 2000
Linsco Private Ledger May 1997 - May 1998
Brandes Investment Partners May 1995 - May 1997
Paine Webber June 1988 - January 1995
Skills
Process Improvement, Customer Relations, Requirements Analysis, Excel, Windows, Business Analysis, MS Project, Product Development, Visio, Problem Solving, Microsoft Office, Program Management, Account Management, Integration, Product Management, Agile, Documentation, Customer Service, XML, Agile Methodologies
Education
University of California, Irvine 1986 — 1988
BS, Applied Mathematics (Application in Physics)
Huntington Beach High School 1980 — 1984
General
John Oelze's Linsco Private Ledger Experience February 1992 - April 1996
Job Changing the Concept of Advertising by Advertising the Concept of Change Let's Think Outside the Box
Industry Internet
Experience
Invenire October 2007 - Present
LaBranche Financial Services February 2007 - October 2007
Knight Trading Group 1998 - 2006
Herzog Heine Geduld May 1996 - June 1998
Linsco Private Ledger February 1992 - April 1996
Skills
Securities, Equities, Hedge Funds, Capital Markets, Series 7, Equity Trading, Series 63, Options, Investments, Electronic Trading
Education
University of Arizona 1987 — 1991
BA, Political Science / Psychology - Communication
Invenire October 2007 - Present
LaBranche Financial Services February 2007 - October 2007
Knight Trading Group 1998 - 2006
Herzog Heine Geduld May 1996 - June 1998
Linsco Private Ledger February 1992 - April 1996
Skills
Securities, Equities, Hedge Funds, Capital Markets, Series 7, Equity Trading, Series 63, Options, Investments, Electronic Trading
Education
University of Arizona 1987 — 1991
BA, Political Science / Psychology - Communication
Sartaj Kaur-Hurrle's Linsco Private Ledger Experience April 2004 - December 2011
Job Quality Systems Specialist at Evofem Inc.
Industry Hospital & Health Care
Experience
Evofem Inc. May 2013 - Present
UCSD Health Research Department April 2012 - September 2012
American Diabetes Association June 2012 - July 2012
Linsco Private Ledger April 2004 - December 2011
Skills
Salesforce.com, Health Promotion, Public Health, Program Management, Research, Training, Data Analysis, Program Development, Grants, Proposal Writing, Editing, Healthcare, Policy, Leadership, Leadership Development, Community Outreach, Interviews, Coaching
Education
National University
Bachelor's degree, Public Health
Evofem Inc. May 2013 - Present
UCSD Health Research Department April 2012 - September 2012
American Diabetes Association June 2012 - July 2012
Linsco Private Ledger April 2004 - December 2011
Skills
Salesforce.com, Health Promotion, Public Health, Program Management, Research, Training, Data Analysis, Program Development, Grants, Proposal Writing, Editing, Healthcare, Policy, Leadership, Leadership Development, Community Outreach, Interviews, Coaching
Education
National University
Bachelor's degree, Public Health
Gail, Steven's Linsco Private Ledger Experience January 1983 - April 1994
Job Independent Financial Services Professional
Industry Financial Services
Experience
ucla 2000 - Present
Pentek Group 1980 - 2003
Linsco Private Ledger January 1983 - April 1994
Skills
Event Planning, Social Media, Investments, Risk Management, Financial Analysis, Portfolio Management, Equities, Asset Management, Event Management, Due Diligence, Mutual Funds, Mergers & Acquisitions, Product Development, Banking, Statistics, Film, Teaching, Research, Higher Education, Analysis, Options, Management
Education
University of Southern California 1968 — 1972
Bachelor of Arts (BA), Speech Communication and Rhetoric - Economics Minor
ucla 2000 - Present
Pentek Group 1980 - 2003
Linsco Private Ledger January 1983 - April 1994
Skills
Event Planning, Social Media, Investments, Risk Management, Financial Analysis, Portfolio Management, Equities, Asset Management, Event Management, Due Diligence, Mutual Funds, Mergers & Acquisitions, Product Development, Banking, Statistics, Film, Teaching, Research, Higher Education, Analysis, Options, Management
Education
University of Southern California 1968 — 1972
Bachelor of Arts (BA), Speech Communication and Rhetoric - Economics Minor
Kevin Parnell's Linsco Private Ledger Experience March 2004 - January 2005
Job Hospital / Medical Administration
Industry Hospital & Health Care
Experience
Northwestern Memorial Hospital February 2011 - Present
Northwestern Medical Faculty Foundation December 2009 - February 2011
thinkorswim, Inc. (TD Ameritrade) March 2007 - December 2009
Dr. Timothy R. Goshen, DO August 2009 - September 2009
Mesirow Financial May 2006 - February 2007
Platinum Advisor Group January 2005 - March 2005
Linsco Private Ledger March 2004 - January 2005
United Airlines November 2000 - August 2003
Education
New Mexico State University 1986 — 1991
BBA, Sales/Sales Management
Northwestern Memorial Hospital February 2011 - Present
Northwestern Medical Faculty Foundation December 2009 - February 2011
thinkorswim, Inc. (TD Ameritrade) March 2007 - December 2009
Dr. Timothy R. Goshen, DO August 2009 - September 2009
Mesirow Financial May 2006 - February 2007
Platinum Advisor Group January 2005 - March 2005
Linsco Private Ledger March 2004 - January 2005
United Airlines November 2000 - August 2003
Education
New Mexico State University 1986 — 1991
BBA, Sales/Sales Management
John Yoder's Linsco Private Ledger Experience March 2006 - August 2006
Job Senior Data Architect at Huntington National Bank
Industry Insurance
Experience
Huntington National Bank February 2015 - Present
Nationwide November 2009 - February 2015
Abercrombie & Fitch September 2006 - November 2009
Linsco Private Ledger March 2006 - August 2006
Thornton Financial Services July 2003 - February 2006
Enterprise Solutions Group June 2002 - June 2003
Security Fox July 2000 - June 2002
Computer Technology Associates July 1999 - June 2000
Booz-Allen & Hamilton June 1996 - June 1999
Skills
Data Warehousing, Business Intelligence, Data Modeling, Data Quality, Databases, SDLC, SQL, Microsoft SQL Server, Solution Architecture, Data Integration, Enterprise Architecture, ETL, Requirements Analysis, Master Data Management
Education
DePauw University 1992 — 1996
BA, Computer Science
Huntington National Bank February 2015 - Present
Nationwide November 2009 - February 2015
Abercrombie & Fitch September 2006 - November 2009
Linsco Private Ledger March 2006 - August 2006
Thornton Financial Services July 2003 - February 2006
Enterprise Solutions Group June 2002 - June 2003
Security Fox July 2000 - June 2002
Computer Technology Associates July 1999 - June 2000
Booz-Allen & Hamilton June 1996 - June 1999
Skills
Data Warehousing, Business Intelligence, Data Modeling, Data Quality, Databases, SDLC, SQL, Microsoft SQL Server, Solution Architecture, Data Integration, Enterprise Architecture, ETL, Requirements Analysis, Master Data Management
Education
DePauw University 1992 — 1996
BA, Computer Science
Jody Cadman's Linsco Private Ledger Experience February 1999 - July 1999
Job IT Professional
Industry Information Technology and Services
Experience
Chane & Eble September 2007 - July 2008
J&V Investment August 2005 - August 2006
ABN AMRO June 2003 - July 2005
Ocwen Technology January 2003 - June 2003
Walter Industries, Inc March 2000 - November 2002
Linsco Private Ledger February 1999 - July 1999
Chans Co., LLC January 1998 - January 1999
LPL Financial 1999 - 1999
Education
Hodges University
Masters, Information Systems
International College/Hodges University
Bachelors
Pasco-Hernando State College
Associates
Chane & Eble September 2007 - July 2008
J&V Investment August 2005 - August 2006
ABN AMRO June 2003 - July 2005
Ocwen Technology January 2003 - June 2003
Walter Industries, Inc March 2000 - November 2002
Linsco Private Ledger February 1999 - July 1999
Chans Co., LLC January 1998 - January 1999
LPL Financial 1999 - 1999
Education
Hodges University
Masters, Information Systems
International College/Hodges University
Bachelors
Pasco-Hernando State College
Associates
Ayinde Usher's Linsco Private Ledger Experience April 2001 - July 2012
Job Lab Engineer at Teradata
Industry Information Technology and Services
Experience
Teradata July 2012 - Present
Linsco Private Ledger April 2001 - July 2012
LPL Financial April 2001 - July 2012
LPL Financial Services April 2001 - July 2012
LPL April 2001 - July 2012
Skills
Data Center, Troubleshooting, Customer Service, Microsoft Office, Windows, ITIL, Access, Microsoft Excel, Process Improvement, Outlook, SDLC, Disaster Recovery, Windows Server, VMware, Active Directory, Unix, System Administration, Servers, Databases, Hardware, IT Operations, Integration, Management, Microsoft SQL Server, Oracle, Red Hat Linux, Software Documentation, Software Installation, Visio, Shell Scripting, Networking, Windows 7, AIX, Virtualization, TCP/IP, Cloud Computing, Data Migration, Database Administration, Linux, Teradata, IBM AIX, SQL, Operating Systems, Enterprise Software
Education
University of Detroit Mercy 1996 — 1997
Business Administration
University of New Haven 1995 — 1996
University of New Haven 1995 — 1996
No, Business Administration
Teradata July 2012 - Present
Linsco Private Ledger April 2001 - July 2012
LPL Financial April 2001 - July 2012
LPL Financial Services April 2001 - July 2012
LPL April 2001 - July 2012
Skills
Data Center, Troubleshooting, Customer Service, Microsoft Office, Windows, ITIL, Access, Microsoft Excel, Process Improvement, Outlook, SDLC, Disaster Recovery, Windows Server, VMware, Active Directory, Unix, System Administration, Servers, Databases, Hardware, IT Operations, Integration, Management, Microsoft SQL Server, Oracle, Red Hat Linux, Software Documentation, Software Installation, Visio, Shell Scripting, Networking, Windows 7, AIX, Virtualization, TCP/IP, Cloud Computing, Data Migration, Database Administration, Linux, Teradata, IBM AIX, SQL, Operating Systems, Enterprise Software
Education
University of Detroit Mercy 1996 — 1997
Business Administration
University of New Haven 1995 — 1996
University of New Haven 1995 — 1996
No, Business Administration
Didier Lecorps's Linsco Private Ledger Experience 2004 - 2007
Job Vice President at York Capital Management
Industry Financial Services
Experience
York Capital Management January 2015 - Present
York Capital Management September 2011 - December 2014
JAT Capital Management August 2011 - September 2011
Centerbridge Partners May 2010 - June 2011
Highbridge Capital Management June 2007 - May 2010
Linsco Private Ledger 2004 - 2007
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Derivatives, Financial Modeling, Asset Management, Securities, Valuation, Financial Analysis, Credit Derivatives, Portfolio Management
Education
Cornell University 2000 — 2004
Bachelor of Science (BS), Applied Economics and Management
Chaminade High School 1996 — 2000
York Capital Management January 2015 - Present
York Capital Management September 2011 - December 2014
JAT Capital Management August 2011 - September 2011
Centerbridge Partners May 2010 - June 2011
Highbridge Capital Management June 2007 - May 2010
Linsco Private Ledger 2004 - 2007
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Alternative Investments, Derivatives, Financial Modeling, Asset Management, Securities, Valuation, Financial Analysis, Credit Derivatives, Portfolio Management
Education
Cornell University 2000 — 2004
Bachelor of Science (BS), Applied Economics and Management
Chaminade High School 1996 — 2000
Diane Kelley's Linsco Private Ledger Experience January 2001 - August 2002
Job
Industry Semiconductors
Experience
Trescal, Inc. October 2013 - Present
SE Laboratories A Trescal Company September 2008 - October 2013
Genentech August 2006 - November 2007
LegalMatch 2004 - 2006
HD VEST/LAU FINANCIAL SERVICES August 2002 - August 2004
LINSCO PRIVATE LEDGER January 2001 - August 2002
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Access, Financial Accounting, Microsoft Excel, Accounting Applications, SAP, QuickBooks, Salesforce.com, Tax Accounting, GAAP, Microsoft Office, Lacerte, ProSystem fx Tax, Photoshop, ADP Payroll, ADP ezLaborManager, ADP ReportSmith
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science in Business Administration
Trescal, Inc. October 2013 - Present
SE Laboratories A Trescal Company September 2008 - October 2013
Genentech August 2006 - November 2007
LegalMatch 2004 - 2006
HD VEST/LAU FINANCIAL SERVICES August 2002 - August 2004
LINSCO PRIVATE LEDGER January 2001 - August 2002
Skills
Finance, Financial Analysis, Financial Reporting, Forecasting, Access, Financial Accounting, Microsoft Excel, Accounting Applications, SAP, QuickBooks, Salesforce.com, Tax Accounting, GAAP, Microsoft Office, Lacerte, ProSystem fx Tax, Photoshop, ADP Payroll, ADP ezLaborManager, ADP ReportSmith
Education
San Francisco State University, College of Business 2000 — 2004
Bachelor of Science in Business Administration
Paul Benacquista's Linsco Private Ledger Experience June 2004 - July 2007
Job Vice President & Chief Accounting Officer at Trinity River Energy LLC
Industry Oil & Energy
Experience
Trinity River Energy May 2012 - Present
Hawk Field Services LLC July 2007 - May 2012
Linsco Private Ledger June 2004 - July 2007
Intergated Benefits Solutions 2005 - 2007
US Physical Therapy October 2002 - June 2004
Universal Compression September 2001 - October 2002
PricewaterhouseCoopers October 1998 - September 2001
Urback Kahn & Werlin PC January 1997 - September 1998
Skills
Accounting, Auditing, Budgets, CPA, Change Management, Deferred Compensation, Due Diligence, Employee Benefits, Employee Relations, Energy, Finance, Financial Analysis, Financial Reporting, GAAP, Human Resources, Internal Controls, Investments, Mergers, Natural Gas, Project Management, SEC Financial Reporting, Sarbanes-Oxley Act, Strategic Planning, US GAAP, General Ledger, Mergers & Acquisitions
Education
University at Albany, SUNY 1990 — 1994
BA, Mgt and Finance
Trinity River Energy May 2012 - Present
Hawk Field Services LLC July 2007 - May 2012
Linsco Private Ledger June 2004 - July 2007
Intergated Benefits Solutions 2005 - 2007
US Physical Therapy October 2002 - June 2004
Universal Compression September 2001 - October 2002
PricewaterhouseCoopers October 1998 - September 2001
Urback Kahn & Werlin PC January 1997 - September 1998
Skills
Accounting, Auditing, Budgets, CPA, Change Management, Deferred Compensation, Due Diligence, Employee Benefits, Employee Relations, Energy, Finance, Financial Analysis, Financial Reporting, GAAP, Human Resources, Internal Controls, Investments, Mergers, Natural Gas, Project Management, SEC Financial Reporting, Sarbanes-Oxley Act, Strategic Planning, US GAAP, General Ledger, Mergers & Acquisitions
Education
University at Albany, SUNY 1990 — 1994
BA, Mgt and Finance
Marshall McDade's Linsco Private Ledger Experience July 1999 - May 2003
Job Senior Auditor at Texas Lottery Commission
Industry Government Administration
Experience
MGHM Investments, LLC 2007 - Present
Texas Lottery Commission December 2003 - Present
Linsco Private Ledger July 1999 - May 2003
Texas Southern University April 1998 - July 1999
Texas State Auditor's Office August 1985 - October 1997
Skills
Investments, Strategic Financial..., Internal Controls, Internal Audit, Investment Properties, Personal Financial..., Tax Preparation
Education
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA, Accounting
MGHM Investments, LLC 2007 - Present
Texas Lottery Commission December 2003 - Present
Linsco Private Ledger July 1999 - May 2003
Texas Southern University April 1998 - July 1999
Texas State Auditor's Office August 1985 - October 1997
Skills
Investments, Strategic Financial..., Internal Controls, Internal Audit, Investment Properties, Personal Financial..., Tax Preparation
Education
The University of Texas at Austin 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - Red McCombs School of Business 1981 — 1985
BBA, Accounting
Jay Joliat's Linsco Private Ledger Experience October 1988 - August 1994
Job Director
Industry Investment Management
Experience
Earthstone Resources, Inc. December 2014 - Present
Joliat & Company, Inc. October 1988 - Present
Joliat Ventures, LLC January 1988 - Present
Joliat Enterprises, LLC January 1988 - Present
Sign of the Beefcarver Restaurants, Inc. January 1981 - Present
Fieldstone Village Development, LLC January 2001 - Present
Georesources, Inc. (NASDAQ: GEOI) April 2007 - August 2012
Linsco Private Ledger October 1988 - August 1994
Dean Witter Reynolds, Inc. September 1984 - July 1988
E. F. Hutton March 1979 - September 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Mergers, Business Planning, Emerging Markets, Investments, Investment Banking, Hedge Funds, Due Diligence, Management, Real Estate, Portfolio Management, Equities, Trading, Mergers & Acquisitions, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1981 — 1981
Investment Analyst, Finance and Financial Management Services, Certified Investment Management Analyst (CIMA) Award
Oakland University 1979 — 1981
BS+, Finance/Management, Honor Graduate
University of Southern California 1977 — 1978
Human Physiology / Physics
Central Michigan University 1974 — 1977
Human Physiology/Physics
Brother Rice High School 1970 — 1974
High School
Earthstone Resources, Inc. December 2014 - Present
Joliat & Company, Inc. October 1988 - Present
Joliat Ventures, LLC January 1988 - Present
Joliat Enterprises, LLC January 1988 - Present
Sign of the Beefcarver Restaurants, Inc. January 1981 - Present
Fieldstone Village Development, LLC January 2001 - Present
Georesources, Inc. (NASDAQ: GEOI) April 2007 - August 2012
Linsco Private Ledger October 1988 - August 1994
Dean Witter Reynolds, Inc. September 1984 - July 1988
E. F. Hutton March 1979 - September 1984
Skills
Venture Capital, Private Equity, Entrepreneurship, Start-ups, Alternative Investments, Mergers, Business Planning, Emerging Markets, Investments, Investment Banking, Hedge Funds, Due Diligence, Management, Real Estate, Portfolio Management, Equities, Trading, Mergers & Acquisitions, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1981 — 1981
Investment Analyst, Finance and Financial Management Services, Certified Investment Management Analyst (CIMA) Award
Oakland University 1979 — 1981
BS+, Finance/Management, Honor Graduate
University of Southern California 1977 — 1978
Human Physiology / Physics
Central Michigan University 1974 — 1977
Human Physiology/Physics
Brother Rice High School 1970 — 1974
High School
Christine M. Savino's Linsco Private Ledger Experience August 2001 - January 2003
Job Financial Services Professional
Industry Financial Services
Experience
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
Loriann Murray's Linsco Private Ledger Experience September 1997 - April 2000
Job Creative Director | Digital Enthusiast | Idea Generator | Content Strategist
Industry Marketing and Advertising
Experience
Cramer 2010 - Present
Cramer 2006 - 2010
Cramer 2001 - 2006
Linsco Private Ledger September 1997 - April 2000
A-Type Marketing & Design 1996 - 1997
Skills
Brand Development, Art Direction, Creative Development, Creative Direction, Typography, Logo Design, Integrated Marketing, Adobe Creative Suite, Graphic Design, Digital Marketing, Email Marketing, Photoshop, Creative Strategy, Direct Mail, Ideation, Strategic Planning, Marketing Strategy, Marketing Communications, Visual Identity, Visual Communication, Copywriting, Content Strategy, Content Management, Web Content, Web Design, Social Media Marketing, Relationship Marketing, Direct Marketing, User Experience, Digital Strategy, Interaction Design, Corporate Identity, Branding & Identity, Corporate Branding, Collateral, Packaging, Graphics, Interactive Marketing, Illustration, Interactive Advertising, Lead Generation, Advertising, Brochures, Marketing, Information Architecture, Trade Shows, Concept Development, User Interface Design, Digital Media, Online Marketing
Education
Northeastern University 1989 — 1991
BS, Liberal Arts and Sciences/Liberal Studies
The Art Institute of Boston 1984 — 1987
Fine Arts and Illustration
Cramer 2010 - Present
Cramer 2006 - 2010
Cramer 2001 - 2006
Linsco Private Ledger September 1997 - April 2000
A-Type Marketing & Design 1996 - 1997
Skills
Brand Development, Art Direction, Creative Development, Creative Direction, Typography, Logo Design, Integrated Marketing, Adobe Creative Suite, Graphic Design, Digital Marketing, Email Marketing, Photoshop, Creative Strategy, Direct Mail, Ideation, Strategic Planning, Marketing Strategy, Marketing Communications, Visual Identity, Visual Communication, Copywriting, Content Strategy, Content Management, Web Content, Web Design, Social Media Marketing, Relationship Marketing, Direct Marketing, User Experience, Digital Strategy, Interaction Design, Corporate Identity, Branding & Identity, Corporate Branding, Collateral, Packaging, Graphics, Interactive Marketing, Illustration, Interactive Advertising, Lead Generation, Advertising, Brochures, Marketing, Information Architecture, Trade Shows, Concept Development, User Interface Design, Digital Media, Online Marketing
Education
Northeastern University 1989 — 1991
BS, Liberal Arts and Sciences/Liberal Studies
The Art Institute of Boston 1984 — 1987
Fine Arts and Illustration
Kathleen Schilli's Linsco Private Ledger Experience 2003 - 2010
Job Clinical Pharmacist at Optimal Wellness Pharmacy
Industry Hospital & Health Care
Experience
Optimal Wellness Pharmacy December 2014 - Present
InSync Consulting Services LLC July 2014 - February 2015
Linsco Private Ledger 2003 - 2010
Prescription Solutions 2009 - 2009
Coram Healthcare 2002 - 2009
MSN Pharmstaff (A Medical Staffing Network Co.) 1998 - 1999
Skills
PBM, Clinical, Pain Management, Specialty Pharmaceutical, Hospice, Psychopharmacology, Hospital Pharmacy, Healthcare, Hospitals, Pharmacy, Home Infusion, Pharmacists, Pharmacy Automation, Disease Management, Pharmacy Benefit..., Clinical Research
Education
University of Southern Calfornia 1984 — 1989
Doctor of Pharmacy (Pharm.D.), Pharmaceutical Sciences
University of Southern California 1983 — 1989
PharmD., Pharmacy
Savanna High School 1968 — 1971
H.S.
Optimal Wellness Pharmacy December 2014 - Present
InSync Consulting Services LLC July 2014 - February 2015
Linsco Private Ledger 2003 - 2010
Prescription Solutions 2009 - 2009
Coram Healthcare 2002 - 2009
MSN Pharmstaff (A Medical Staffing Network Co.) 1998 - 1999
Skills
PBM, Clinical, Pain Management, Specialty Pharmaceutical, Hospice, Psychopharmacology, Hospital Pharmacy, Healthcare, Hospitals, Pharmacy, Home Infusion, Pharmacists, Pharmacy Automation, Disease Management, Pharmacy Benefit..., Clinical Research
Education
University of Southern Calfornia 1984 — 1989
Doctor of Pharmacy (Pharm.D.), Pharmaceutical Sciences
University of Southern California 1983 — 1989
PharmD., Pharmacy
Savanna High School 1968 — 1971
H.S.
Deshea Spurgeon, JD's Linsco Private Ledger Experience December 2007 - April 2009
Job Compliance Consultant at Wells Fargo
Industry Telecommunications
Experience
Wells Fargo February 2015 - Present
Time Warner Cable February 2013 - February 2015
Ally Financial Inc. July 2012 - January 2013
Linsco Private Ledger December 2007 - April 2009
Credit Suisse December 2005 - December 2007
Internal Revenue Service August 2004 - June 2005
Skills
Legal Research, Securities, Compliance, Risk, Derivatives, Financial Risk, Mergers & Acquisitions, Corporate Finance
Education
North Carolina Central University School of Law 2009 — 2012
Juris Doctor, Law
North Carolina Central University 2001 — 2005
Bachelors, Business Administration
Wells Fargo February 2015 - Present
Time Warner Cable February 2013 - February 2015
Ally Financial Inc. July 2012 - January 2013
Linsco Private Ledger December 2007 - April 2009
Credit Suisse December 2005 - December 2007
Internal Revenue Service August 2004 - June 2005
Skills
Legal Research, Securities, Compliance, Risk, Derivatives, Financial Risk, Mergers & Acquisitions, Corporate Finance
Education
North Carolina Central University School of Law 2009 — 2012
Juris Doctor, Law
North Carolina Central University 2001 — 2005
Bachelors, Business Administration
Gregory Kastner's Linsco Private Ledger Experience July 1993 - August 1994
Job Financial Services Senior Tax Manager, California CPA
Industry Accounting
Experience
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
LaTonya Key's Linsco Private Ledger Experience September 2007 - Present
Job Senior New Business BD Specialist
Industry Investment Management
Experience
Met Life Securities January 2015 - Present
Linsco Private Ledger September 2007 - Present
Linsco Private Ledger September 2007 - Present
Carolinas Medical Center September 2005 - September 2007
UVEST Financial Services April 2004 - September 2005
Wachovia Mortgage January 2002 - April 2004
Mecklenburg County Sheriffs Office July 1997 - October 2001
First Union Brokerage Services October 1993 - July 1997
Skills
Investments, FINRA, 401k, Banking, Alternative Investments, Financial Analysis, Financial Services, Investment Advisory, Mutual Funds
Education
Strayer University 2015 — 2018
Bachelor's degree, Criminal Justice/Law Enforcement Administration
University of Phoenix 2012 — 2015
Business Administration, Management and Operations
Pfeiffer University 2005 — 2006
Criminal Justice
Ashworth College 2003 — 2005
Health Care Management, Program
Central Piedmont Comm. College
Criminal Justice Major
Providence High School
high school diploma
Strayer University
Met Life Securities January 2015 - Present
Linsco Private Ledger September 2007 - Present
Linsco Private Ledger September 2007 - Present
Carolinas Medical Center September 2005 - September 2007
UVEST Financial Services April 2004 - September 2005
Wachovia Mortgage January 2002 - April 2004
Mecklenburg County Sheriffs Office July 1997 - October 2001
First Union Brokerage Services October 1993 - July 1997
Skills
Investments, FINRA, 401k, Banking, Alternative Investments, Financial Analysis, Financial Services, Investment Advisory, Mutual Funds
Education
Strayer University 2015 — 2018
Bachelor's degree, Criminal Justice/Law Enforcement Administration
University of Phoenix 2012 — 2015
Business Administration, Management and Operations
Pfeiffer University 2005 — 2006
Criminal Justice
Ashworth College 2003 — 2005
Health Care Management, Program
Central Piedmont Comm. College
Criminal Justice Major
Providence High School
high school diploma
Strayer University
Kara Stroud's Linsco Private Ledger Experience August 2007 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
Linsco Private Ledger August 2007 - July 2011
Vanguard June 2004 - November 2006
Vanguard June 2003 - June 2004
Vanguard January 1999 - June 2003
Vanguard Group October 1997 - January 1999
Transamerica Life Companies April 1994 - April 1997
Public Library Charlotte June 1992 - April 1994
Skills
•Firm knowledge of..., •Proven ability to..., •Demonstrated ability..., •Strong attention to...
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Political Science
Linsco Private Ledger August 2007 - July 2011
Vanguard June 2004 - November 2006
Vanguard June 2003 - June 2004
Vanguard January 1999 - June 2003
Vanguard Group October 1997 - January 1999
Transamerica Life Companies April 1994 - April 1997
Public Library Charlotte June 1992 - April 1994
Skills
•Firm knowledge of..., •Proven ability to..., •Demonstrated ability..., •Strong attention to...
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Political Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.