Morgan Stanley Dean Witter
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. CEO: James P. Gorman (1 Jan 2010–) Headquarters: New York City, New York, United States Revenue: 37.94 billion USD (2017) Number of employees: 57,633 (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Dean Witter Employees
Employee
Years
Job
Industry
Ginger Weber, CFP® Ginger Weber, CFP®'s Morgan Stanley Dean Witter Experience September 1997 - May 2000
Job CERTIFIED FINANCIAL PLANNER™ dedicated to helping others to achieve financial security
Industry Financial Services
Experience
Premier Financial Group, Inc. July 2000 - Present
Morgan Stanley Dean Witter September 1997 - May 2000
The Pacific Lumber Company June 1994 - September 1997
Cal Poly State University August 1990 - June 1991
Skills
CERTIFIED FINANCIAL..., Financial Advisory, Registered Investment..., Investment Advisory..., Retirement Plan..., Retirement Planning, Financial Planning, Asset Management, Fiduciary Management, Estate Planning, Succession Planning, Wealth Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor of Science, Business Administration
Fortuna Union High School 1985 — 1989
High School Diploma
Premier Financial Group, Inc. July 2000 - Present
Morgan Stanley Dean Witter September 1997 - May 2000
The Pacific Lumber Company June 1994 - September 1997
Cal Poly State University August 1990 - June 1991
Skills
CERTIFIED FINANCIAL..., Financial Advisory, Registered Investment..., Investment Advisory..., Retirement Plan..., Retirement Planning, Financial Planning, Asset Management, Fiduciary Management, Estate Planning, Succession Planning, Wealth Management
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor of Science, Business Administration
Fortuna Union High School 1985 — 1989
High School Diploma
Nathaniel Soriano Nathaniel Soriano's Morgan Stanley Dean Witter Experience March 1999 - February 2000
Job Analyst/Operations Specialist
Industry Financial Services
Experience
ADP October 2005 - April 2012
Financial Northeastern Companies January 2003 - October 2005
BNY Mellon July 2000 - June 2002
Bank of Tokyo-Mitsubishi UFJ April 2000 - June 2000
Morgan Stanley Dean Witter March 1999 - February 2000
Thomson Financial/Baseline Financial Services March 1996 - February 1999
Quest Diagnostics October 1991 - February 1996
Hudson County Courthouse 1990 - 1991
Skills
Analysis, Research, Process Enhancement, Business Process..., Writing, Data Analysis, Financial Analysis, Financial Data..., Financial Reporting, Financial Controlling, Microsoft Office, Trading Systems, Financial Calculations, Series 7 (expired), Series 66 (expired), Mutual Funds, 401k, Retirement Services, Account Management, Spreadsheets, Dividends, PeopleSoft, Business Analysis, Financial Modeling, Financial Services, Software Documentation
Education
New Jersey City University
Bachelor of Science (B.S.), Finance
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
Ateneo de Manila University
ADP October 2005 - April 2012
Financial Northeastern Companies January 2003 - October 2005
BNY Mellon July 2000 - June 2002
Bank of Tokyo-Mitsubishi UFJ April 2000 - June 2000
Morgan Stanley Dean Witter March 1999 - February 2000
Thomson Financial/Baseline Financial Services March 1996 - February 1999
Quest Diagnostics October 1991 - February 1996
Hudson County Courthouse 1990 - 1991
Skills
Analysis, Research, Process Enhancement, Business Process..., Writing, Data Analysis, Financial Analysis, Financial Data..., Financial Reporting, Financial Controlling, Microsoft Office, Trading Systems, Financial Calculations, Series 7 (expired), Series 66 (expired), Mutual Funds, 401k, Retirement Services, Account Management, Spreadsheets, Dividends, PeopleSoft, Business Analysis, Financial Modeling, Financial Services, Software Documentation
Education
New Jersey City University
Bachelor of Science (B.S.), Finance
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
Ateneo de Manila University
Steve Liaty Steve Liaty's Morgan Stanley Dean Witter Experience November 1998 - September 2004
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Morgan Stanley Dean Witter November 1998 - September 2004
Acton Mickelson Environmental, Inc. May 1993 - October 1997
Skills
Retirement Planning, Investments, 401k, Pensions, Securities, Fixed Annuities, Retirement, Mutual Funds, Finance, Investment Strategies, Alternative Investments, Asset Allocation, Variable Annuities, Fixed Income Strategies, Tactical Asset..., Employee Stock Options, 529 Plans, Licensed Life Insurance..., Non-Qualified Deferred...
Education
California State University-Sacramento 1988 — 1993
BA, Geology
Placer High School 1984 — 1988
St. Joseph's Parish School 1977 — 1984
Wells Fargo Advisors September 2004 - Present
Morgan Stanley Dean Witter November 1998 - September 2004
Acton Mickelson Environmental, Inc. May 1993 - October 1997
Skills
Retirement Planning, Investments, 401k, Pensions, Securities, Fixed Annuities, Retirement, Mutual Funds, Finance, Investment Strategies, Alternative Investments, Asset Allocation, Variable Annuities, Fixed Income Strategies, Tactical Asset..., Employee Stock Options, 529 Plans, Licensed Life Insurance..., Non-Qualified Deferred...
Education
California State University-Sacramento 1988 — 1993
BA, Geology
Placer High School 1984 — 1988
St. Joseph's Parish School 1977 — 1984
Marnye Strand's Morgan Stanley Dean Witter Experience 1995 - 1998
Job Sales Manager at Old Republic Title Company
Industry Insurance
Experience
Old Republic Title Company February 2010 - March 2015
Old Republic Title Company February 2010 - June 2010
Fidelity National Title August 2003 - February 2010
Learnit! May 2002 - August 2003
Morgan Stanley Dean Witter 1995 - 1998
Skills
Selling, Buyer Representation, Sellers, REO, Relocation, Investment Properties, Real Estate, First Time Home Buyers, Referrals, Short Sales
Education
California State University-Chico 1990 — 1995
Bachelor of Science (B.S.), Business
Old Republic Title Company February 2010 - March 2015
Old Republic Title Company February 2010 - June 2010
Fidelity National Title August 2003 - February 2010
Learnit! May 2002 - August 2003
Morgan Stanley Dean Witter 1995 - 1998
Skills
Selling, Buyer Representation, Sellers, REO, Relocation, Investment Properties, Real Estate, First Time Home Buyers, Referrals, Short Sales
Education
California State University-Chico 1990 — 1995
Bachelor of Science (B.S.), Business
Tim Metzger Tim Metzger's Morgan Stanley Dean Witter Experience November 2004 - October 2006
Job Sales executive at Avanade in the Southwest Region focusing on Financial Services/Insurance and Resources Vertical
Industry Computer Software
Experience
Avanade February 2014 - Present
Technossus June 2010 - February 2014
Mako Equipment October 2006 - June 2010
Morgan Stanley Dean Witter November 2004 - October 2006
Skills
CRM, Business Intelligence, Sales, SharePoint, Strategic Partnerships, Business Development, Sales Management, Sales Process, Consulting, Solution Selling, Start-ups, Outsourcing, Software Development
Education
California State University-Fresno 2000 — 2003
BA, Economics
Florida International University 1999 — 2000
Avanade February 2014 - Present
Technossus June 2010 - February 2014
Mako Equipment October 2006 - June 2010
Morgan Stanley Dean Witter November 2004 - October 2006
Skills
CRM, Business Intelligence, Sales, SharePoint, Strategic Partnerships, Business Development, Sales Management, Sales Process, Consulting, Solution Selling, Start-ups, Outsourcing, Software Development
Education
California State University-Fresno 2000 — 2003
BA, Economics
Florida International University 1999 — 2000
David Ohanian David Ohanian's Morgan Stanley Dean Witter Experience December 1998 - June 2002
Job Managing Director Union Bank Private Bank
Industry Financial Services
Experience
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Union Bank November 2013 - Present
Comerica July 2009 - November 2013
Wachovia April 2008 - July 2009
Wachovia Private Bank April 2008 - July 2009
Bank of America July 2002 - March 2008
Bank of America November 2005 - February 2007
Banc of America Investments June 2002 - November 2005
Morgan Stanley Dean Witter December 1998 - June 2002
Skills
Derivatives, Insurance, Asset Managment, Strategic Financial..., Treasury Management, Loans, Executive Financial..., Asset Management, Strategy, Banking, Commercial Banking, Business Development, Credit, Finance, Investments, Management
Education
California State University-Fresno 1987 — 1991
Bachelors, Biology
Jill E. Ravitz Jill E. Ravitz's Morgan Stanley Dean Witter Experience April 1997 - December 2002
Job Implementation Manager II NRCC at Ericsson
Industry Financial Services
Experience
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Ericsson April 2014 - January 2015
Ericsson July 2013 - April 2014
BJ Burns Incorporated December 2012 - July 2013
Incapital May 2012 - August 2012
Integrity Life - Western & Southern Financial Group April 2010 - April 2011
Nationwide Financial January 2008 - December 2009
Principal Funds Distributor Inc. (purchased WM Group of Funds) January 2003 - December 2007
Morgan Stanley Dean Witter April 1997 - December 2002
Mesirow Financial January 1997 - March 1997
Raymond James June 1996 - December 1996
Skills
Bloomberg, Licensing, PeopleSoft, Lotus Notes, Software, Mutual Funds, Concur, Series 63, Fixed Annuities, Investments, Retirement Planning, Securities, 401k, Wealth Management, Strategic Financial..., Maps, Retirement, Financial Advisory, Asset Allocation, Asset Managment, Asset Management, CRM
Education
Broward Community College 1992 — 1995
Finance and Business
Ray Hodell Ray Hodell's Morgan Stanley Dean Witter Experience December 1997 - May 2000
Job Retired
Industry Financial Services
Experience
Barclays Corporate Banking March 2014 - November 2014
Smith Barney / Morgan Stanley May 2000 - May 2013
Morgan Stanley Dean Witter December 1997 - May 2000
Citbank Private Bank October 1988 - December 1997
Paine Webber October 1986 - October 1988
Bank of New York February 1985 - October 1986
Skills
Mainframe Information..., Languages: Cobol/Cobol..., Operating Systems: z/OS, Hardware: IBM 30XX/3090, Testing, Leadership, Training, Mainframe, Web Applications, Asset Management, Securities, JCL, DB2, COBOL, CICS, SDLC, TSO, VSAM, IBM Mainframe, Disaster Recovery, Fileaid, MVS, Requirements Analysis, z/OS
Education
City University of New York
B.S., Chemistry
Stuyvesant HS
Barclays Corporate Banking March 2014 - November 2014
Smith Barney / Morgan Stanley May 2000 - May 2013
Morgan Stanley Dean Witter December 1997 - May 2000
Citbank Private Bank October 1988 - December 1997
Paine Webber October 1986 - October 1988
Bank of New York February 1985 - October 1986
Skills
Mainframe Information..., Languages: Cobol/Cobol..., Operating Systems: z/OS, Hardware: IBM 30XX/3090, Testing, Leadership, Training, Mainframe, Web Applications, Asset Management, Securities, JCL, DB2, COBOL, CICS, SDLC, TSO, VSAM, IBM Mainframe, Disaster Recovery, Fileaid, MVS, Requirements Analysis, z/OS
Education
City University of New York
B.S., Chemistry
Stuyvesant HS
Mark S. Buckman, AIF Mark S. Buckman, AIF's Morgan Stanley Dean Witter Experience 1998 - 2000
Job CoFounder, Family Investment Management L.P. *Distinctly Personalized Approach * Innovative Investment Ideas*
Industry Financial Services
Experience
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Bethany Cortese Bethany Cortese's Morgan Stanley Dean Witter Experience June 2005 - May 2006
Job Sales representative at VWR International
Industry Biotechnology
Experience
VWR International September 2006 - Present
Morgan Stanley Dean Witter June 2005 - May 2006
Skills
Key Account Management, Biotechnology, Capital Equipment, Genomics, Sales Process, Pharmaceutical Industry, Lifesciences, Medical Devices, Sales, Customer Service, Sales Management, New Business Development, Account Management, Sales Operations, Molecular Biology, Life Sciences, Cross-functional Team...
Education
Allegheny College 2000 — 2004
BS, Biology
VWR International September 2006 - Present
Morgan Stanley Dean Witter June 2005 - May 2006
Skills
Key Account Management, Biotechnology, Capital Equipment, Genomics, Sales Process, Pharmaceutical Industry, Lifesciences, Medical Devices, Sales, Customer Service, Sales Management, New Business Development, Account Management, Sales Operations, Molecular Biology, Life Sciences, Cross-functional Team...
Education
Allegheny College 2000 — 2004
BS, Biology
Joyce Blonskij's Morgan Stanley Dean Witter Experience 1985 - 2003
Job Wealth & Health, Financial Advisor & Certified Health Coach
Industry Individual & Family Services
Experience
Blonskij Financial Services, Inc. January 2003 - Present
Access Healthy Futures August 2013 - Present
Skinny And Rich July 2009 - Present
Optimal Wealth Advisor, a division of Blonskij Financial Services, Inc. 2003 - Present
Morgan Stanley Dean Witter 1985 - 2003
Skills
Investments, Coaching, Training, Public Speaking, Management, Finance, Portfolio Management, Investment Management, Social Networking, Program Management, Small Business, Direct Sales, Leadership, Weight Loss Coaching, 401k Rollovers, Nutrition Education, Published Author, Team Building, Marketing, Life & Health Licenses, Annuity Sales, Customer Service, Businessowners, Stock Management, Self-discovery, Family Services, Great Leader, Independent Contractors
Education
California State University-Sacramento 1974 — 1976
BA
Cosumnes River College 1972 — 1974
AA
Bishop Manogue 1969 — 1972
Blonskij Financial Services, Inc. January 2003 - Present
Access Healthy Futures August 2013 - Present
Skinny And Rich July 2009 - Present
Optimal Wealth Advisor, a division of Blonskij Financial Services, Inc. 2003 - Present
Morgan Stanley Dean Witter 1985 - 2003
Skills
Investments, Coaching, Training, Public Speaking, Management, Finance, Portfolio Management, Investment Management, Social Networking, Program Management, Small Business, Direct Sales, Leadership, Weight Loss Coaching, 401k Rollovers, Nutrition Education, Published Author, Team Building, Marketing, Life & Health Licenses, Annuity Sales, Customer Service, Businessowners, Stock Management, Self-discovery, Family Services, Great Leader, Independent Contractors
Education
California State University-Sacramento 1974 — 1976
BA
Cosumnes River College 1972 — 1974
AA
Bishop Manogue 1969 — 1972
Christine Matthew Christine Matthew's Morgan Stanley Dean Witter Experience January 1999 - January 2000
Job Account Executive at Fidelity investments
Industry Investment Management
Experience
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Carolyn Reilly Kuks Carolyn Reilly Kuks's Morgan Stanley Dean Witter Experience April 2004 - July 2005
Job People Helping People.
Industry Nonprofit Organization Management
Experience
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Andrew Manthei Andrew Manthei's Morgan Stanley Dean Witter Experience February 1999 - June 1999
Job Director of Brokerage Services at KW Commercial Midwest
Industry Commercial Real Estate
Experience
KW Commercial Midwest January 2011 - Present
JBL Companies February 2003 - January 2011
Conseco Finance August 2001 - January 2003
Morgan Stanley Dean Witter February 1999 - June 1999
Skills
Location Intelligence, Disposition, Brokerage, Lease Negotiations, Leases, Tenant, Landlord, Real Estate Transactions, Corporate Real Estate, Real Estate, Tenant Representation, Property Management, Real Estate Economics, Commercial Real Estate, Finance, Buyers, Investment Properties, Investments, Land Acquisition, Landlords, Real Estate Financing, Sellers, Valuation, Shopping Centers
Education
Bethel University 1997 — 2001
BA, Finance & Economics
KW Commercial Midwest January 2011 - Present
JBL Companies February 2003 - January 2011
Conseco Finance August 2001 - January 2003
Morgan Stanley Dean Witter February 1999 - June 1999
Skills
Location Intelligence, Disposition, Brokerage, Lease Negotiations, Leases, Tenant, Landlord, Real Estate Transactions, Corporate Real Estate, Real Estate, Tenant Representation, Property Management, Real Estate Economics, Commercial Real Estate, Finance, Buyers, Investment Properties, Investments, Land Acquisition, Landlords, Real Estate Financing, Sellers, Valuation, Shopping Centers
Education
Bethel University 1997 — 2001
BA, Finance & Economics
Pepper ( Arora) Woodford Pepper ( Arora) Woodford's Morgan Stanley Dean Witter Experience September 1996 - June 1997
Job Front Desk PBX Reservations
Industry Hospitality
Experience
Woodford Secure Solutions January 1991 - Present
Pheasant Run Resort July 2012 - January 2014
Intercontinental Hotel Group October 2011 - February 2012
O B Companies DBA Simply Self Storage May 2008 - December 2008
Jackson National Life November 2005 - May 2008
Washington Mutual Bank, FA September 2004 - October 2005
D H Brush & Assoc., Inc. January 1997 - January 2001
Morgan Stanley Dean Witter September 1996 - June 1997
Warburtons December 1987 - June 1991
Skills
Finance, Real Estate, Coaching, Marketing, Sales, Budget, Insurance, Team Building, Financial Analysis, Recruiting, Negotiation, Forecasting, Public Speaking, Training, Asset Managment, PowerPoint, Budgets, Customer Satisfaction, Resorts, Leadership, Management, Restaurants, Asset Management, Marketing Strategy, Hospitality Industry, Hospitality Management, Microsoft Excel, Sales Management, Inventory Management, Account Management, Small Business, Team Leadership, Social Media Marketing, Event Planning, Wine, Social Networking, Contract Negotiation, Strategic Planning, Operations Management, Outlook, Public Relations, Event Management, Hotels, Human Resources, New Business Development, Catering, Food & Beverage, Time Management, Trade Shows, Tourism
Education
Broward Community College
Hotel / Restaurant Management
College of Southern Nevada
BA, Business Administration Human Resources
Woodford Secure Solutions January 1991 - Present
Pheasant Run Resort July 2012 - January 2014
Intercontinental Hotel Group October 2011 - February 2012
O B Companies DBA Simply Self Storage May 2008 - December 2008
Jackson National Life November 2005 - May 2008
Washington Mutual Bank, FA September 2004 - October 2005
D H Brush & Assoc., Inc. January 1997 - January 2001
Morgan Stanley Dean Witter September 1996 - June 1997
Warburtons December 1987 - June 1991
Skills
Finance, Real Estate, Coaching, Marketing, Sales, Budget, Insurance, Team Building, Financial Analysis, Recruiting, Negotiation, Forecasting, Public Speaking, Training, Asset Managment, PowerPoint, Budgets, Customer Satisfaction, Resorts, Leadership, Management, Restaurants, Asset Management, Marketing Strategy, Hospitality Industry, Hospitality Management, Microsoft Excel, Sales Management, Inventory Management, Account Management, Small Business, Team Leadership, Social Media Marketing, Event Planning, Wine, Social Networking, Contract Negotiation, Strategic Planning, Operations Management, Outlook, Public Relations, Event Management, Hotels, Human Resources, New Business Development, Catering, Food & Beverage, Time Management, Trade Shows, Tourism
Education
Broward Community College
Hotel / Restaurant Management
College of Southern Nevada
BA, Business Administration Human Resources
Olga Veytsman Olga Veytsman's Morgan Stanley Dean Witter Experience 1999 - 2005
Job AVP Global Markets at ABN AMRO SECURITIES LLC
Industry Investment Management
Experience
ABN AMRO Securities LLC USA April 2010 - Present
BNY Mellon 2009 - 2010
Goldman Sachs Asset Management 2005 - 2009
Morgan Stanley Dean Witter 1999 - 2005
Skills
Equities, Banking, Derivatives, Investment Banking, Financial Markets, Bloomberg, Back Office, Bonds, FX Options, Hedge Funds, Securities, Middle Office
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Accounting
Cherkasy State University 'Bohdan Hmelnycky' 1992 — 1993
Mathematics
ABN AMRO Securities LLC USA April 2010 - Present
BNY Mellon 2009 - 2010
Goldman Sachs Asset Management 2005 - 2009
Morgan Stanley Dean Witter 1999 - 2005
Skills
Equities, Banking, Derivatives, Investment Banking, Financial Markets, Bloomberg, Back Office, Bonds, FX Options, Hedge Funds, Securities, Middle Office
Education
City University of New York-Brooklyn College 1995 — 1999
BS, Accounting
Cherkasy State University 'Bohdan Hmelnycky' 1992 — 1993
Mathematics
Davis Reed Davis Reed's Morgan Stanley Dean Witter Experience 1995 - 2000
Job at EEH LLC
Industry Consumer Services
Experience
EEH LLC January 1995 - Present
Morgan Stanley Dean Witter 1995 - 2000
Skills
Private Equity, Asset Management, Portfolio Management, Management, Strategy, Risk Management, Banking, Strategic Planning, Financial Analysis, Business Strategy
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting
EEH LLC January 1995 - Present
Morgan Stanley Dean Witter 1995 - 2000
Skills
Private Equity, Asset Management, Portfolio Management, Management, Strategy, Risk Management, Banking, Strategic Planning, Financial Analysis, Business Strategy
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Bradley Saunders Bradley Saunders's Morgan Stanley Dean Witter Experience April 2002 - December 2004
Job Chief Executive Officer
Industry Financial Services
Experience
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
Robert Williscroft Robert Williscroft's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Novelist, Adventurer, Submariner, Saturation Diver, Polar Explorer
Industry Writing and Editing
Experience
Writing and Editing 1999 - Present
BestLife International, Inc. June 2010 - June 2012
Morgan Stanley Dean Witter 1997 - 1999
Self-employed 1994 - 1997
Hyperbaric Technologies 1990 - 1994
Manuscripts International, Ltd. 1986 - 1990
Romar Books, Ltd. 1981 - 1990
NOAA Diving Center – Seattle 1983 - 1986
Environmental Research Labs Geophysical Monitoring Program – NOAA, South Pole 1981 - 1983
Atlantic Marine Center Diving Program 1980 - 1981
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Executive Management, Strategic Planning, Writing, Technical Writing, Creative Problem Solving, Scuba Diving, Team Leadership, Management, Public Speaking, Project Management, Analysis, Navy, Research, Team Building, Proposal Writing, Editing, Start-ups, Public Relations, Program Management, Leadership, Project Planning, Policy, Business Strategy, Command, Military, Training, Operations Management, Social Networking
Education
Morgan Stanley Dean Witter 1997 — 1997
Series 7 Stockbroker, Finance
California Coast University 1981 — 1983
PhD, General Engineering
California Coast University 1981 — 1981
MSc, General Engineering
University of Washington 1966 — 1969
BSc, Marne & Atmospheric Physics
Writing and Editing 1999 - Present
BestLife International, Inc. June 2010 - June 2012
Morgan Stanley Dean Witter 1997 - 1999
Self-employed 1994 - 1997
Hyperbaric Technologies 1990 - 1994
Manuscripts International, Ltd. 1986 - 1990
Romar Books, Ltd. 1981 - 1990
NOAA Diving Center – Seattle 1983 - 1986
Environmental Research Labs Geophysical Monitoring Program – NOAA, South Pole 1981 - 1983
Atlantic Marine Center Diving Program 1980 - 1981
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Executive Management, Strategic Planning, Writing, Technical Writing, Creative Problem Solving, Scuba Diving, Team Leadership, Management, Public Speaking, Project Management, Analysis, Navy, Research, Team Building, Proposal Writing, Editing, Start-ups, Public Relations, Program Management, Leadership, Project Planning, Policy, Business Strategy, Command, Military, Training, Operations Management, Social Networking
Education
Morgan Stanley Dean Witter 1997 — 1997
Series 7 Stockbroker, Finance
California Coast University 1981 — 1983
PhD, General Engineering
California Coast University 1981 — 1981
MSc, General Engineering
University of Washington 1966 — 1969
BSc, Marne & Atmospheric Physics
Dave Rottschafer's Morgan Stanley Dean Witter Experience January 1994 - March 1999
Job Financial Planner at Rottschafer Wealth Solutions
Industry Financial Services
Experience
Rottschafer Wealth Solutions February 2001 - Present
EBS Financial March 1999 - February 2001
Morgan Stanley Dean Witter January 1994 - March 1999
Skills
Retirement Planning, Securities, Investments, Finance, Retirement, Estate Planning, Wealth Management, Fixed Annuities, Insurance, 401k, Strategic Financial..., Series 7, IRAs, Investment Advisory, Mutual Funds, Investment Management
Education
University of Illinois at Urbana-Champaign 1988 — 1990
BS, Psychology
Calvin College 1986 — 1988
Glenbard West 1983 — 1986
Rottschafer Wealth Solutions February 2001 - Present
EBS Financial March 1999 - February 2001
Morgan Stanley Dean Witter January 1994 - March 1999
Skills
Retirement Planning, Securities, Investments, Finance, Retirement, Estate Planning, Wealth Management, Fixed Annuities, Insurance, 401k, Strategic Financial..., Series 7, IRAs, Investment Advisory, Mutual Funds, Investment Management
Education
University of Illinois at Urbana-Champaign 1988 — 1990
BS, Psychology
Calvin College 1986 — 1988
Glenbard West 1983 — 1986
Ruth Cashman Ruth Cashman's Morgan Stanley Dean Witter Experience September 2000 - April 2001
Job Senior Advertising Copywriter, Bank of America Merrill Lynch
Industry Marketing and Advertising
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch May 2013 - November 2014
Freelance April 2013 - May 2013
J.P. Morgan Private Bank July 2011 - April 2013
Freelance January 2000 - July 2011
GAM November 2003 - February 2008
Accenture April 2001 - March 2002
Morgan Stanley Dean Witter September 2000 - April 2001
Skills
Copywriting, Asset Managment, Change Management, Digital Strategy, Internal Communications, Editorial, Market Planning
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1991
BA, English Literature
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch May 2013 - November 2014
Freelance April 2013 - May 2013
J.P. Morgan Private Bank July 2011 - April 2013
Freelance January 2000 - July 2011
GAM November 2003 - February 2008
Accenture April 2001 - March 2002
Morgan Stanley Dean Witter September 2000 - April 2001
Skills
Copywriting, Asset Managment, Change Management, Digital Strategy, Internal Communications, Editorial, Market Planning
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1991
BA, English Literature
Don Soegiarto Don Soegiarto's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Liquidity & Markets Professional
Industry Financial Services
Experience
TD February 2015 - Present
HSBC August 2010 - October 2014
BMO Capital Markets 2009 - August 2010
TD Securities 2007 - 2009
Qualicom Innovations (BMO Nesbitt Burns) 2004 - 2007
Canadian Scholarship Trust 2003 - 2004
Alterna Savings 2001 - 2003
HSBC 1999 - 2000
Morgan Stanley Dean Witter 1997 - 1998
J. B. Oxford 1996 - 1997
Education
California State University-Fullerton 1996 — 1998
MBA, Finance and Financial Management Services
California State University-Dominguez Hills 1993 — 1996
BSc, Classical Finance
TD February 2015 - Present
HSBC August 2010 - October 2014
BMO Capital Markets 2009 - August 2010
TD Securities 2007 - 2009
Qualicom Innovations (BMO Nesbitt Burns) 2004 - 2007
Canadian Scholarship Trust 2003 - 2004
Alterna Savings 2001 - 2003
HSBC 1999 - 2000
Morgan Stanley Dean Witter 1997 - 1998
J. B. Oxford 1996 - 1997
Education
California State University-Fullerton 1996 — 1998
MBA, Finance and Financial Management Services
California State University-Dominguez Hills 1993 — 1996
BSc, Classical Finance
Ellen Mathein Ellen Mathein's Morgan Stanley Dean Witter Experience 1985 - 2003
Job Adjunct Instructor, Northcentral Technical College
Industry Accounting
Experience
Northbay Pharmacy February 2011 - July 2013
My Feed Store March 2003 - May 2010
Morgan Stanley Dean Witter 1985 - 2003
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Teaching, Sales, Financial Accounting, Customer Service, Customer Satisfaction, Coaching, Sales Management, Accounting, Management, Training, Marketing, Leadership, Small Business, Payroll, Finance
Education
Bellevue University 2014 — 2016
Master's Degree, Leadership and Coaching
Loyola University in Chicago, BBA 1978 — 1982
Bachelor's Degree, Public Accounting
Nicolet College
Northbay Pharmacy February 2011 - July 2013
My Feed Store March 2003 - May 2010
Morgan Stanley Dean Witter 1985 - 2003
Skills
Strategic Planning, Public Speaking, Marketing Strategy, Teaching, Sales, Financial Accounting, Customer Service, Customer Satisfaction, Coaching, Sales Management, Accounting, Management, Training, Marketing, Leadership, Small Business, Payroll, Finance
Education
Bellevue University 2014 — 2016
Master's Degree, Leadership and Coaching
Loyola University in Chicago, BBA 1978 — 1982
Bachelor's Degree, Public Accounting
Nicolet College
Sean Healy Sean Healy's Morgan Stanley Dean Witter Experience 1995 - 1996
Job Principal, Healy Corporate Communications
Industry Public Relations and Communications
Experience
Healy Corporate Communications May 2008 - Present
Fleishman-Hillard May 2008 - December 2011
Fleishman-Hillard January 2005 - May 2008
Electronic Data Systems January 2001 - January 2005
Visa 1999 - 2001
Engelhard Corporation 1997 - 1999
MasterCard 1996 - 1997
Morgan Stanley Dean Witter 1995 - 1996
AlliedSignal 1993 - 1995
NYNEX 1987 - 1993
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Press Releases, Marketing Communications, Message Development, Newsletters, Communication Training, Publicity, Spokesperson, Messaging, Marketing, Strategy, Strategic Planning, Publications, Crisis Communications, Speech Writing, Analyst Relations, Reputation Management, Thought Leadership, Integrated Marketing, Social Media, Internal Communications, Management, Communications Planning, Corporate Social..., Crisis Management, Positioning, Public Affairs, Investor Relations, Editorial, Storytelling, Reputation
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
M.B.A., Finance
Boston University 1981 — 1985
B.S., Public Relations
Healy Corporate Communications May 2008 - Present
Fleishman-Hillard May 2008 - December 2011
Fleishman-Hillard January 2005 - May 2008
Electronic Data Systems January 2001 - January 2005
Visa 1999 - 2001
Engelhard Corporation 1997 - 1999
MasterCard 1996 - 1997
Morgan Stanley Dean Witter 1995 - 1996
AlliedSignal 1993 - 1995
NYNEX 1987 - 1993
Skills
Media Relations, Strategic Communications, Corporate Communications, Public Relations, Press Releases, Marketing Communications, Message Development, Newsletters, Communication Training, Publicity, Spokesperson, Messaging, Marketing, Strategy, Strategic Planning, Publications, Crisis Communications, Speech Writing, Analyst Relations, Reputation Management, Thought Leadership, Integrated Marketing, Social Media, Internal Communications, Management, Communications Planning, Corporate Social..., Crisis Management, Positioning, Public Affairs, Investor Relations, Editorial, Storytelling, Reputation
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
M.B.A., Finance
Boston University 1981 — 1985
B.S., Public Relations
Gina Young Gina Young's Morgan Stanley Dean Witter Experience February 2000 - July 2001
Job Personal Finance Writer
Industry Online Media
Experience
SuperMoney September 2014 - Present
Examiner.com July 2012 - Present
WCS August 2009 - July 2011
First Ohio Banc & Lending September 2006 - September 2007
Fidelity Mortgage July 2001 - September 2006
Morgan Stanley Dean Witter February 2000 - July 2001
Skills
Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Real Estate, Credit, Underwriting, Sales Management, FHA, Banking, Credit Analysis, Investments, Leadership, Finance
Education
Indiana Wesleyan University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Ashland University 1995 — 1999
BSBA, Accounting and Finance
SuperMoney September 2014 - Present
Examiner.com July 2012 - Present
WCS August 2009 - July 2011
First Ohio Banc & Lending September 2006 - September 2007
Fidelity Mortgage July 2001 - September 2006
Morgan Stanley Dean Witter February 2000 - July 2001
Skills
Loans, Mortgage Banking, Loan Origination, Mortgage Lending, Real Estate, Credit, Underwriting, Sales Management, FHA, Banking, Credit Analysis, Investments, Leadership, Finance
Education
Indiana Wesleyan University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Ashland University 1995 — 1999
BSBA, Accounting and Finance
Barry Mitchell, Jr.'s Morgan Stanley Dean Witter Experience July 1997 - September 1999
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
UBS Financial Services November 2011 - Present
Merrill Lynch September 2003 - November 2011
Wachovia Securities Financial Network September 1999 - September 2003
Morgan Stanley Dean Witter July 1997 - September 1999
Oppenheimer & Co. August 1988 - July 1997
Education
Boston College 1983 — 1987
Bachelor's degree, Business
Iona Prep 1979 — 1983
High school
Charlotte Ames Charlotte Ames's Morgan Stanley Dean Witter Experience 1999 - 2002
Job www.clar8ty.com/ceehorse
Industry Health, Wellness and Fitness
Experience
www.natralife.com/cowgirl November 2013 - Present
www.natralife.com/cowgirl November 2013 - May 2014
Clar8ty 2014 - 2014
Natragood August 2013 - November 2013
Edward Jones 2004 - January 2011
Pacific Coast Cutting Horse Association 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Skills
Social Media, Public Speaking, Customer Service, Marketing, Training, Microsoft Word, Team Building, Event Planning, Non-profits, Leadership, Sales, Coaching, Small Business, Strategic Planning, PowerPoint, Microsoft Office, Entrepreneurship, Social Networking, Direct Marketing, Public Relations, Event Management, Fundraising, Social Media Marketing, Microsoft Excel, Online Marketing, Advertising, Team Leadership, Community Outreach
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor of Science, Ag Business Management
www.natralife.com/cowgirl November 2013 - Present
www.natralife.com/cowgirl November 2013 - May 2014
Clar8ty 2014 - 2014
Natragood August 2013 - November 2013
Edward Jones 2004 - January 2011
Pacific Coast Cutting Horse Association 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Skills
Social Media, Public Speaking, Customer Service, Marketing, Training, Microsoft Word, Team Building, Event Planning, Non-profits, Leadership, Sales, Coaching, Small Business, Strategic Planning, PowerPoint, Microsoft Office, Entrepreneurship, Social Networking, Direct Marketing, Public Relations, Event Management, Fundraising, Social Media Marketing, Microsoft Excel, Online Marketing, Advertising, Team Leadership, Community Outreach
Education
California Polytechnic State University-San Luis Obispo 1978 — 1983
Bachelor of Science, Ag Business Management
Kara Rappaport Dutta Kara Rappaport Dutta's Morgan Stanley Dean Witter Experience 2002 - 2004
Job Assistant General Counsel at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. 2012 - Present
GenOn (Formerly Mirant Corporation) 2009 - 2012
Lehman Brothers 2005 - 2008
Deutsche Bank 2004 - 2005
Morgan Stanley Dean Witter 2002 - 2004
Law Office of Mark S. Frey (Of-Counsel, Rudolph and Beer LLP) 2001 - 2002
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
University of Florida 1994 — 1998
BA, cum laude
St. Petersburg High School
IntercontinentalExchange, Inc. 2012 - Present
GenOn (Formerly Mirant Corporation) 2009 - 2012
Lehman Brothers 2005 - 2008
Deutsche Bank 2004 - 2005
Morgan Stanley Dean Witter 2002 - 2004
Law Office of Mark S. Frey (Of-Counsel, Rudolph and Beer LLP) 2001 - 2002
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD
University of Florida 1994 — 1998
BA, cum laude
St. Petersburg High School
Carl Crimmins Carl Crimmins's Morgan Stanley Dean Witter Experience 1986 - 2009
Job Senior Vice President Investments Financial Advisor 28+ years experience
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Morgan Stanley Dean Witter 1986 - 2009
Education
Alma College 1982 — 1986
Bachelors of Arts, Business Administration, Finance
Douglas MacArthur High School (Saginaw, MI) 1978 — 1982
UBS Financial Services January 2009 - Present
Morgan Stanley Dean Witter 1986 - 2009
Education
Alma College 1982 — 1986
Bachelors of Arts, Business Administration, Finance
Douglas MacArthur High School (Saginaw, MI) 1978 — 1982
Alex (Aleq) Boyle Alex (Aleq) Boyle's Morgan Stanley Dean Witter Experience February 1989 - August 1991
Job Seaboq Affiliates [Governmental Affairs]
Industry Civic & Social Organization
Experience
SEABOQ Afiliates April 2007 - Present
Civic Society America, USA 2011 - 2012
Aries Investments January 1989 - September 2007
Sivan Capri Agency January 1992 - April 2007
Rotaract Club of UTC 1992 - 1993
Rotaract Club of UTC 1992 - 1993
Rotaract Club of UTC 1992 - 1993
Morgan Stanley Dean Witter February 1989 - August 1991
City of Anderson Indiana April 1987 - July 1987
Indiana Republican Party 1986 - 1986
Skills
Public speaking on..., Strategic Planning, Public Speaking, Non-profits, Public Policy, Legislative, Event Planning, Social Networking, Social Media, Community Outreach, Military, Military Experience, Publicist, Exceptional public..., Nonprofits, Navy, Legislative Relations, Leadership, Government, Training, Program Management, International Relations, Management, Analysis, Policy, Event Management, Team Building, Recruiting, Project Management, Politics, Leadership Development, Grants, Organizational..., Human Resources, Marketing, Market Research, Volunteer Management, Economic Development, Strategic Communications, Fundraising, Public Relations, Research
Education
The University of Tennessee at Chattanooga 1991 — 1992
Anderson University 1984 — 1988
Undergraduate
University of Maryland 1983 — 1984
University of Maryland Baltimore County 1983 — 1983
SEABOQ Afiliates April 2007 - Present
Civic Society America, USA 2011 - 2012
Aries Investments January 1989 - September 2007
Sivan Capri Agency January 1992 - April 2007
Rotaract Club of UTC 1992 - 1993
Rotaract Club of UTC 1992 - 1993
Rotaract Club of UTC 1992 - 1993
Morgan Stanley Dean Witter February 1989 - August 1991
City of Anderson Indiana April 1987 - July 1987
Indiana Republican Party 1986 - 1986
Skills
Public speaking on..., Strategic Planning, Public Speaking, Non-profits, Public Policy, Legislative, Event Planning, Social Networking, Social Media, Community Outreach, Military, Military Experience, Publicist, Exceptional public..., Nonprofits, Navy, Legislative Relations, Leadership, Government, Training, Program Management, International Relations, Management, Analysis, Policy, Event Management, Team Building, Recruiting, Project Management, Politics, Leadership Development, Grants, Organizational..., Human Resources, Marketing, Market Research, Volunteer Management, Economic Development, Strategic Communications, Fundraising, Public Relations, Research
Education
The University of Tennessee at Chattanooga 1991 — 1992
Anderson University 1984 — 1988
Undergraduate
University of Maryland 1983 — 1984
University of Maryland Baltimore County 1983 — 1983
Ernie Prospero Ernie Prospero's Morgan Stanley Dean Witter Experience July 1997 - April 2000
Job Dow Jones & Co. Risk and Compliance Business Development
Industry Information Technology and Services
Experience
Dow Jones Risk and Compliance (DJRC) April 2013 - July 2015
Lexis Nexis December 2010 - July 2012
State Net Legislative & Regulatory Information Service (Acquired by Lexis Nexis) 2009 - January 2011
Microsoft October 2006 - September 2009
Conversagent/Colloquis (Acquired by Microsoft) February 2005 - October 2006
AARP The Magazine May 2003 - October 2004
Bonnier Corporation (World Publications) August 2002 - May 2003
Red Herring July 1999 - August 2002
Morgan Stanley Dean Witter July 1997 - April 2000
State Net Legislative & Regulatory Information Service August 1993 - May 1997
Education
California State University-Sacramento 1994 — 1997
BA
California State University-Sacramento 1994 — 1996
Bachelor's degree
Dow Jones Risk and Compliance (DJRC) April 2013 - July 2015
Lexis Nexis December 2010 - July 2012
State Net Legislative & Regulatory Information Service (Acquired by Lexis Nexis) 2009 - January 2011
Microsoft October 2006 - September 2009
Conversagent/Colloquis (Acquired by Microsoft) February 2005 - October 2006
AARP The Magazine May 2003 - October 2004
Bonnier Corporation (World Publications) August 2002 - May 2003
Red Herring July 1999 - August 2002
Morgan Stanley Dean Witter July 1997 - April 2000
State Net Legislative & Regulatory Information Service August 1993 - May 1997
Education
California State University-Sacramento 1994 — 1997
BA
California State University-Sacramento 1994 — 1996
Bachelor's degree
Matt Noe Matt Noe's Morgan Stanley Dean Witter Experience January 2000 - July 2000
Job Director, Strategy & Planning at W2O Group
Industry Marketing and Advertising
Experience
W2O Group, a W2O Company January 2015 - Present
Twist Mktg, a W2O Company March 2014 - December 2014
WCG, a W2O Company June 2013 - March 2014
MEplusYOU (formerly imc2) August 2011 - June 2013
WCG, a W2O Company March 2011 - August 2011
MEplusYOU (formerly imc2) October 2009 - March 2011
MEplusYOU (formerly imc2) January 2007 - October 2009
Eli Research June 2004 - December 2006
The Heritage Organization July 2000 - March 2004
Morgan Stanley Dean Witter January 2000 - July 2000
Skills
Digital Marketing, Digital Strategy, Integrated Marketing, Customer Engagement, Consumer Marketing, Product Marketing, Brand Awareness, Brand Management, Brand Loyalty, Consumer Behaviour, Customer Insight, Social Media, Social Media Marketing, Social Networking, eCRM, Health 2.0, Healthcare Marketing, Consumer Healthcare, Relationship Marketing, Customer Retention, Marketing, Email Marketing, Marketing Communications, Strategy, Strategic Partnerships, Interactive Marketing, Mobile Marketing, Interactive Advertising, Advertising, Marketing Research, Brand Development, Direct Marketing, Online Marketing, Competitive Analysis, Market Planning, Analytics, CRM
Education
Abilene Christian University 1995 — 1999
BBA, Marketing
W2O Group, a W2O Company January 2015 - Present
Twist Mktg, a W2O Company March 2014 - December 2014
WCG, a W2O Company June 2013 - March 2014
MEplusYOU (formerly imc2) August 2011 - June 2013
WCG, a W2O Company March 2011 - August 2011
MEplusYOU (formerly imc2) October 2009 - March 2011
MEplusYOU (formerly imc2) January 2007 - October 2009
Eli Research June 2004 - December 2006
The Heritage Organization July 2000 - March 2004
Morgan Stanley Dean Witter January 2000 - July 2000
Skills
Digital Marketing, Digital Strategy, Integrated Marketing, Customer Engagement, Consumer Marketing, Product Marketing, Brand Awareness, Brand Management, Brand Loyalty, Consumer Behaviour, Customer Insight, Social Media, Social Media Marketing, Social Networking, eCRM, Health 2.0, Healthcare Marketing, Consumer Healthcare, Relationship Marketing, Customer Retention, Marketing, Email Marketing, Marketing Communications, Strategy, Strategic Partnerships, Interactive Marketing, Mobile Marketing, Interactive Advertising, Advertising, Marketing Research, Brand Development, Direct Marketing, Online Marketing, Competitive Analysis, Market Planning, Analytics, CRM
Education
Abilene Christian University 1995 — 1999
BBA, Marketing
Karen C. Hook Karen C. Hook's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Fiscal and Development Administrator at Howard Gotlieb Archival Research Center at Boston University
Industry Libraries
Experience
Howard Gotlieb Archival Research Center at Boston University October 2010 - Present
Howard Gotlieb Archival Research Center at Boston University September 2003 - October 2010
Kaller's America Gallery, Inc. December 1998 - April 2003
Morgan Stanley Dean Witter 1997 - 1998
Education
Boston University 2004 — 2008
M.S., Arts Administration
University of Virginia 1992 — 1996
B.A., History
Howard Gotlieb Archival Research Center at Boston University October 2010 - Present
Howard Gotlieb Archival Research Center at Boston University September 2003 - October 2010
Kaller's America Gallery, Inc. December 1998 - April 2003
Morgan Stanley Dean Witter 1997 - 1998
Education
Boston University 2004 — 2008
M.S., Arts Administration
University of Virginia 1992 — 1996
B.A., History
Stephen Thornhill,CRPC® Stephen Thornhill,CRPC®'s Morgan Stanley Dean Witter Experience May 1995 - September 2005
Job Financial Advisor/SchweizerThornhill Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2005 - Present
Thornhill Oil & Gas, Inc. November 1994 - September 2015
Morgan Stanley Dean Witter May 1995 - September 2005
Bass Enterprises June 1982 - September 1994
Skills
Retirement Planning, Investments, Energy, Natural Gas, Asset Management
Education
Baylor University 1980 — 1982
MS, Geology
Baylor University 1976 — 1980
BS, Geology/Environmental Studies
Wells Fargo Advisors, LLC September 2005 - Present
Thornhill Oil & Gas, Inc. November 1994 - September 2015
Morgan Stanley Dean Witter May 1995 - September 2005
Bass Enterprises June 1982 - September 1994
Skills
Retirement Planning, Investments, Energy, Natural Gas, Asset Management
Education
Baylor University 1980 — 1982
MS, Geology
Baylor University 1976 — 1980
BS, Geology/Environmental Studies
Rajamani David Rajamani David's Morgan Stanley Dean Witter Experience May 2002 - November 2002
Job Sr Consultant at Credit Suisse
Industry Computer Software
Experience
Credit Suisse October 2011 - Present
BGC Partners July 2007 - September 2012
Dow Jones September 2006 - June 2007
Goldman Sachs Asset Management January 2006 - September 2006
Merrill Lynch July 2004 - December 2005
UBS Investment Bank November 2002 - June 2004
Morgan Stanley Dean Witter May 2002 - November 2002
Swiss Reinsurance Company January 2002 - May 2002
Sensitron August 2001 - December 2001
Morgan Stanley Dean Witter September 2000 - August 2001
Skills
Sybase, SDLC, SOA, JMS, Agile Methodologies, Java Enterprise Edition, Business Analysis, Weblogic, Enterprise Architecture, Java, Spring, DB2, XML, JDBC, Requirements Analysis
Education
Anna University 1996 — 1998
PGDQM, Quality Management, Operation Research
Presidency College 1994 — 1996
Msc, Mathematics
L.N.G College 1991 — 1994
B.Sc, Mathematics
Credit Suisse October 2011 - Present
BGC Partners July 2007 - September 2012
Dow Jones September 2006 - June 2007
Goldman Sachs Asset Management January 2006 - September 2006
Merrill Lynch July 2004 - December 2005
UBS Investment Bank November 2002 - June 2004
Morgan Stanley Dean Witter May 2002 - November 2002
Swiss Reinsurance Company January 2002 - May 2002
Sensitron August 2001 - December 2001
Morgan Stanley Dean Witter September 2000 - August 2001
Skills
Sybase, SDLC, SOA, JMS, Agile Methodologies, Java Enterprise Edition, Business Analysis, Weblogic, Enterprise Architecture, Java, Spring, DB2, XML, JDBC, Requirements Analysis
Education
Anna University 1996 — 1998
PGDQM, Quality Management, Operation Research
Presidency College 1994 — 1996
Msc, Mathematics
L.N.G College 1991 — 1994
B.Sc, Mathematics
Robert (Bob) Fox, CIMA Robert (Bob) Fox, CIMA's Morgan Stanley Dean Witter Experience 1992 - 2004
Job Managing Director, Union Bank Investment Services
Industry Financial Services
Experience
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Union Bank March 2012 - Present
Wedbush Morgan Securities October 2008 - March 2012
Wells Fargo Advisors, LLC 2004 - 2008
Morgan Stanley Dean Witter 1992 - 2004
Bank America Investment Services and Drexel Burnham Lambert 1987 - 1992
Skills
Recruiting, Leadership, Management, Wealth Management, Investments, Sales, Coaching, Financial Services, Series 7, Asset Management, Portfolio Management, Risk Management, Mutual Funds, Securities, Teamwork, Credit
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration
University of Pennsylvania - The Wharton School
CIMA - Certified Investment Management Analyst
University of San Diego
Master of Science (MS), Executive Leadership (MSEL)
Stanley Dye Jr Stanley Dye Jr's Morgan Stanley Dean Witter Experience September 2008 - January 2009
Job Project Assistant at YAI
Industry Hospital & Health Care
Experience
Allstar Security Co June 2015 - July 2015
UPS December 2014 - December 2014
Gotham Gastroenterology, PLLC May 2014 - July 2014
Manhattan College February 2012 - April 2012
CA Technologies February 2010 - July 2010
CA Technologies July 2009 - February 2010
A Time for Children July 2007 - July 2009
Morgan Stanley Dean Witter September 2008 - January 2009
Year Up March 2008 - January 2009
Wireless Generation August 2008 - September 2008
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Social Media, Analysis, Product Marketing, Project Management, Management, Microsoft Office, Entrepreneurship, Team Leadership, Public Speaking, Microsoft Excel, Clinical Protocols, Physical Security, Leadership, PowerPoint, Microsoft Word, Program Management, Strategy, Teaching, Master of Ceremonies, Event Host, People Skills, Collaborative Problem..., Audio Editing
Education
Mandl The College of Allied Health 2013 — 2014
Associates Degree, Medical Office Assistant/Specialist, 3.5
Manhattan College 2010 — 2012
Management, Business
Borough of Manhattan Community College 2006 — 2007
Business Administration and Management, General
St.Raymond H.S. for Boys 2002 — 2006
High School Diploma
Allstar Security Co June 2015 - July 2015
UPS December 2014 - December 2014
Gotham Gastroenterology, PLLC May 2014 - July 2014
Manhattan College February 2012 - April 2012
CA Technologies February 2010 - July 2010
CA Technologies July 2009 - February 2010
A Time for Children July 2007 - July 2009
Morgan Stanley Dean Witter September 2008 - January 2009
Year Up March 2008 - January 2009
Wireless Generation August 2008 - September 2008
Skills
Marketing, Social Media Marketing, Sales, Customer Service, Social Media, Analysis, Product Marketing, Project Management, Management, Microsoft Office, Entrepreneurship, Team Leadership, Public Speaking, Microsoft Excel, Clinical Protocols, Physical Security, Leadership, PowerPoint, Microsoft Word, Program Management, Strategy, Teaching, Master of Ceremonies, Event Host, People Skills, Collaborative Problem..., Audio Editing
Education
Mandl The College of Allied Health 2013 — 2014
Associates Degree, Medical Office Assistant/Specialist, 3.5
Manhattan College 2010 — 2012
Management, Business
Borough of Manhattan Community College 2006 — 2007
Business Administration and Management, General
St.Raymond H.S. for Boys 2002 — 2006
High School Diploma
Alfred Wright Alfred Wright's Morgan Stanley Dean Witter Experience February 1983 - January 1985
Job Cash Flow Planner | Business Structuring Strategist | Small Business Development Resource
Industry Investment Management
Experience
Guardian Wealth Management February 2008 - Present
CLI & Associates April 1992 - Present
Gradient Financial Group 2008 - 2010
JKB & Associates May 1988 - April 1992
Numismatic Rarities February 1985 - May 1988
Morgan Stanley Dean Witter February 1983 - January 1985
United Security Systems February 1978 - January 1983
Skills
Retirement Planning, Wealth Management, Asset Managment, Tax, Investments, Estate Planning, Wealth, Strategic Financial..., Retirement, Start-ups, Fixed Annuities, Insurance, Mutual Funds, Portfolio Management
Education
California State University-Fullerton 1977 — 1978
Business Administration
Mt. San Antonio College 1975 — 1977
Associate, Accounting
Nogales High School 1970 — 1974
Math
Giano Junior High 1968 — 1970
Guardian Wealth Management February 2008 - Present
CLI & Associates April 1992 - Present
Gradient Financial Group 2008 - 2010
JKB & Associates May 1988 - April 1992
Numismatic Rarities February 1985 - May 1988
Morgan Stanley Dean Witter February 1983 - January 1985
United Security Systems February 1978 - January 1983
Skills
Retirement Planning, Wealth Management, Asset Managment, Tax, Investments, Estate Planning, Wealth, Strategic Financial..., Retirement, Start-ups, Fixed Annuities, Insurance, Mutual Funds, Portfolio Management
Education
California State University-Fullerton 1977 — 1978
Business Administration
Mt. San Antonio College 1975 — 1977
Associate, Accounting
Nogales High School 1970 — 1974
Math
Giano Junior High 1968 — 1970
Lisa Levine Lisa Levine's Morgan Stanley Dean Witter Experience August 2000 - December 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Goldman Sachs May 2011 - Present
BNY Mellon June 2008 - May 2011
Bank of America (U.S. Trust) February 2005 - May 2008
Morgan Stanley Dean Witter August 2000 - December 2004
Merrill Lynch May 1996 - July 2000
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Wealth Management...
Education
New York University School of Law 1998 — 2001
LL.M., Taxation
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., Philosophy
Renee Costanzo Renee Costanzo's Morgan Stanley Dean Witter Experience October 2006 - February 2008
Job at Cushman & Wakefield
Industry Architecture & Planning
Experience
Prudential Financial May 2008 - Present
Morgan Stanley Dean Witter October 2006 - February 2008
Stryker Orthopedics April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Goldman Sachs & Co April 1998 - May 2000
OWEN & MANDOLFO, INC April 1998 - May 2000
Education
Parsons School of Design 2001 — 2002
Certificate, Floral Design
New York School of Interior Design
Bachelor of Fine Arts
Bergen Community College
AS, Business Professional Studies
Prudential Financial May 2008 - Present
Morgan Stanley Dean Witter October 2006 - February 2008
Stryker Orthopedics April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Goldman Sachs & Co April 1998 - May 2000
OWEN & MANDOLFO, INC April 1998 - May 2000
Education
Parsons School of Design 2001 — 2002
Certificate, Floral Design
New York School of Interior Design
Bachelor of Fine Arts
Bergen Community College
AS, Business Professional Studies
Eun Sun (Jenny) An Eun Sun (Jenny) An's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Director of Compliance at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
State Street Bank and Trust Company 2008 - 2012
Davis, Malm & D'Agostine, P.C. 2007 - 2008
State Street Bank and Trust Company 2007 - 2007
United States Department of Justice 2006 - 2007
United States District Court 2006 - 2006
Putnam Investments 2002 - 2003
Yankee Advisers, LLC 2001 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Skills
Securities, Legal Research, Legal Assistance, Litigation, Mutual Funds, Hedge Funds, Equities, Civil Litigation, Due Diligence, Fund Administration, Finance, Corporate Governance, Corporate Law, Securities Regulation
Education
Northeastern University School of Law 2005 — 2008
JD
The French Culinary Institute 2004 — 2004
Grand Diplôme, Classic Culinary Arts
Wellesley College 1994 — 1998
Bachelor's Degree, Japanese Studies
Waseda University 1996 — 1996
Study Abroad Program
日本女子大学 1996 — 1996
Study Abroad Program
The Governor's Academy (Governor Dummer Academy) 1990 — 1994
Santander Bank, N.A. 2014 - Present
Fidelity Investments 2012 - 2014
State Street Bank and Trust Company 2008 - 2012
Davis, Malm & D'Agostine, P.C. 2007 - 2008
State Street Bank and Trust Company 2007 - 2007
United States Department of Justice 2006 - 2007
United States District Court 2006 - 2006
Putnam Investments 2002 - 2003
Yankee Advisers, LLC 2001 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Skills
Securities, Legal Research, Legal Assistance, Litigation, Mutual Funds, Hedge Funds, Equities, Civil Litigation, Due Diligence, Fund Administration, Finance, Corporate Governance, Corporate Law, Securities Regulation
Education
Northeastern University School of Law 2005 — 2008
JD
The French Culinary Institute 2004 — 2004
Grand Diplôme, Classic Culinary Arts
Wellesley College 1994 — 1998
Bachelor's Degree, Japanese Studies
Waseda University 1996 — 1996
Study Abroad Program
日本女子大学 1996 — 1996
Study Abroad Program
The Governor's Academy (Governor Dummer Academy) 1990 — 1994
John Bacsalmasi John Bacsalmasi's Morgan Stanley Dean Witter Experience January 1994 - November 1999
Job Sales WVO WorldMark by Wyndham
Industry Leisure, Travel & Tourism
Experience
WorldMark by Wyndham October 2012 - Present
MicroAge April 2009 - September 2012
SHI August 2007 - July 2009
Insight November 1999 - August 2007
Morgan Stanley Dean Witter January 1994 - November 1999
Skills
CRM, Business Development, Account Management, Sales Operations, Sales, New Business Development, Training, Solution Selling, Channel Partners, SaaS, Cloud Computing, Sales Process, Enterprise Software, Direct Sales, Salesforce.com
Education
Carleton University 1978 — 1982
Brebeuf College School 1974 — 1978
WorldMark by Wyndham October 2012 - Present
MicroAge April 2009 - September 2012
SHI August 2007 - July 2009
Insight November 1999 - August 2007
Morgan Stanley Dean Witter January 1994 - November 1999
Skills
CRM, Business Development, Account Management, Sales Operations, Sales, New Business Development, Training, Solution Selling, Channel Partners, SaaS, Cloud Computing, Sales Process, Enterprise Software, Direct Sales, Salesforce.com
Education
Carleton University 1978 — 1982
Brebeuf College School 1974 — 1978
Lynn Torre Lynn Torre's Morgan Stanley Dean Witter Experience March 1997 - March 1998
Job Money Coach, Feebased Financial Planner, Investment Advisor Representative, Speaker and Author
Industry Financial Services
Experience
Lynn Torre & Associates July 2013 - Present
Financial Transitions Ltd June 2006 - Present
RW Baird November 2003 - May 2006
West Suburban Bank April 1998 - October 2003
Morgan Stanley Dean Witter March 1997 - March 1998
Skills
Divorced/Widowed..., Money Coach, Investment Advisory, Personal Financial..., Retirement Planning, IRAs, Insurance, Indexed Annuities, Fixed Annuities, Public Speaking, Published Author
Education
Benedictine University 1995 — 1996
Graduate studies in Finance
University of Maryland College Park 1972 — 1975
B.S., Consumer Education
Lynn Torre & Associates July 2013 - Present
Financial Transitions Ltd June 2006 - Present
RW Baird November 2003 - May 2006
West Suburban Bank April 1998 - October 2003
Morgan Stanley Dean Witter March 1997 - March 1998
Skills
Divorced/Widowed..., Money Coach, Investment Advisory, Personal Financial..., Retirement Planning, IRAs, Insurance, Indexed Annuities, Fixed Annuities, Public Speaking, Published Author
Education
Benedictine University 1995 — 1996
Graduate studies in Finance
University of Maryland College Park 1972 — 1975
B.S., Consumer Education
Daniel Bott Sr. CIMC Daniel Bott Sr. CIMC's Morgan Stanley Dean Witter Experience April 1985 - June 1986
Job A Pioneer of Professional Investment Management Consulting
Industry Investment Management
Experience
Academy of Model Aeronautics Foundation April 2014 - Present
Bott Group of Merrill Lynch April 2009 - Present
Career Investment Management Consultant March 1975 - Present
Bott Motorsports December 2002 - December 2013
Valley Advisory Group 2007 - December 2012
Bott & Associates of Wachovia Securities May 2001 - May 2009
Salomon Smith Barney March 1987 - May 2001
Institute for Investment Management Consultants September 1986 - March 1994
Morgan Stanley Dean Witter April 1985 - June 1986
Kidder Peabody March 1975 - April 1985
Skills
Non-profits, Asset Management, Portfolio Management, Motorsports Marketing, investment management..., financial author, Public Speaking, Investment Advisory, Asset Managment, Management Consulting, Equities, Investment Management, Nonprofits, Management, Asset Allocation, Financial Services, Entrepreneurship, Retirement Planning, Wealth Management, Pensions, High Net Worth..., Financial Advisory, Series 7
Education
California State University-Fullerton 1969 — 1972
BA, Communications/Marketing
Cerritos College 1967 — 1969
Associate of Arts (A.A.), Journalism
Academy of Model Aeronautics Foundation April 2014 - Present
Bott Group of Merrill Lynch April 2009 - Present
Career Investment Management Consultant March 1975 - Present
Bott Motorsports December 2002 - December 2013
Valley Advisory Group 2007 - December 2012
Bott & Associates of Wachovia Securities May 2001 - May 2009
Salomon Smith Barney March 1987 - May 2001
Institute for Investment Management Consultants September 1986 - March 1994
Morgan Stanley Dean Witter April 1985 - June 1986
Kidder Peabody March 1975 - April 1985
Skills
Non-profits, Asset Management, Portfolio Management, Motorsports Marketing, investment management..., financial author, Public Speaking, Investment Advisory, Asset Managment, Management Consulting, Equities, Investment Management, Nonprofits, Management, Asset Allocation, Financial Services, Entrepreneurship, Retirement Planning, Wealth Management, Pensions, High Net Worth..., Financial Advisory, Series 7
Education
California State University-Fullerton 1969 — 1972
BA, Communications/Marketing
Cerritos College 1967 — 1969
Associate of Arts (A.A.), Journalism
Michael Carlin, AIF, WMS Michael Carlin, AIF, WMS's Morgan Stanley Dean Witter Experience July 1996 - March 1998
Job President and Founder of Wealth Management with almost 20 years experience
Industry Financial Services
Experience
Wealth Managment, LLC May 2005 - Present
HALO Animal Rescue August 2010 - February 2012
CCR Wealth Management, LLC March 1998 - July 2003
Morgan Stanley Dean Witter July 1996 - March 1998
Merrill Lynch May 1995 - July 1996
Skills
Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets, Asset Allocation, Asset Management, Accounting, Estate Planning, Financial Advisory, Finance, Financial Modeling, Due Diligence, Financial Services, Investment Advisory, Investment Management, Investments, Mergers, Management, Portfolio Management, Retirement Planning, Series 7, Securities, Valuation, Strategic Financial..., Wealth Management
Education
Boston University 1999 — 2000
Advanced, School for Financial Planners
The George Washington University 1992 — 1996
BBA, Marketing
Wealth Managment, LLC May 2005 - Present
HALO Animal Rescue August 2010 - February 2012
CCR Wealth Management, LLC March 1998 - July 2003
Morgan Stanley Dean Witter July 1996 - March 1998
Merrill Lynch May 1995 - July 1996
Skills
Cash Flow, Investment Banking, Entrepreneurship, Stocks, Emerging Markets, Asset Allocation, Asset Management, Accounting, Estate Planning, Financial Advisory, Finance, Financial Modeling, Due Diligence, Financial Services, Investment Advisory, Investment Management, Investments, Mergers, Management, Portfolio Management, Retirement Planning, Series 7, Securities, Valuation, Strategic Financial..., Wealth Management
Education
Boston University 1999 — 2000
Advanced, School for Financial Planners
The George Washington University 1992 — 1996
BBA, Marketing
Dorothy Fleckenstein Dorothy Fleckenstein's Morgan Stanley Dean Witter Experience August 2000 - June 2001
Job Insurance and Financial Services
Industry Insurance
Experience
State Farm Insurance February 2013 - November 2013
Saks Fifth Avenue October 2011 - March 2013
Temecula Valley Unified School District September 2003 - September 2011
State Farm Insurance December 2001 - March 2003
Morgan Stanley Dean Witter August 2000 - June 2001
State Farm Insurance October 1997 - June 1998
Foundation Health Corporation August 1988 - March 1997
Skills
Customer Service, Sales and Marketing, Financial Planning, Budget and Forecasting, Insurance Services, Teaching, Training and Development
Education
California State University-San Marcos 2003 — 2005
Multiple-Subject K-8 Teaching Credential, Elementary Education and Teaching, 3.95
University of San Francisco 1994 — 1996
Bachelor of Science (B.S.), Organizational Behavior Studies, 3.725
State Farm Insurance February 2013 - November 2013
Saks Fifth Avenue October 2011 - March 2013
Temecula Valley Unified School District September 2003 - September 2011
State Farm Insurance December 2001 - March 2003
Morgan Stanley Dean Witter August 2000 - June 2001
State Farm Insurance October 1997 - June 1998
Foundation Health Corporation August 1988 - March 1997
Skills
Customer Service, Sales and Marketing, Financial Planning, Budget and Forecasting, Insurance Services, Teaching, Training and Development
Education
California State University-San Marcos 2003 — 2005
Multiple-Subject K-8 Teaching Credential, Elementary Education and Teaching, 3.95
University of San Francisco 1994 — 1996
Bachelor of Science (B.S.), Organizational Behavior Studies, 3.725
Ramón Rivera-Ramos (Monchi) Ramón Rivera-Ramos (Monchi)'s Morgan Stanley Dean Witter Experience 1995 - 1998
Job Registered Principal at Kovack Securities
Industry Financial Services
Experience
Smart Insurance Agency, Inc. October 2012 - Present
Kovack Securities June 2009 - Present
Financial Network Investment Corporation, Member SIPC 2003 - 2008
RD Capital Group September 2000 - August 2003
Santander Securities 1998 - 1999
Morgan Stanley Dean Witter 1995 - 1998
Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management
Education
Universidad Del Sagrado Corazón 1989 — 1993
Bachelors, Marketing & Accounting
American University - Kogod School of Business 1988 — 1989
Colegio San José 1982 — 1988
Smart Insurance Agency, Inc. October 2012 - Present
Kovack Securities June 2009 - Present
Financial Network Investment Corporation, Member SIPC 2003 - 2008
RD Capital Group September 2000 - August 2003
Santander Securities 1998 - 1999
Morgan Stanley Dean Witter 1995 - 1998
Skills
Series 7, Retirement Planning, Securities, Financial Advisory, Alternative Investments, Investments, Strategic Financial..., Finance, Risk Management, Series 63, Financial Services, Life Insurance, Wealth Management, Insurance, FINRA, Financial Analysis, Mutual Funds, Asset Allocation, Retirement, Employee Benefits, Portfolio Management, Fixed Annuities, Investment Advisory, Series 24, 401k, IRAs, Series 65, Uniform Combined State..., Investment Strategies, Asset Management, Disability Insurance, Estate Planning, Long-term Care, Variable Annuities, Equities, Financial Planners, Bonds, Fixed Income, Wealth Management..., Series 6, Separately Managed..., Options, ETFs, Personal Financial..., Long Term Care Insurance, Qualified Retirement..., Term Life Insurance, Trading, Retirement Plan..., Investment Management
Education
Universidad Del Sagrado Corazón 1989 — 1993
Bachelors, Marketing & Accounting
American University - Kogod School of Business 1988 — 1989
Colegio San José 1982 — 1988
Bernard Gustavo Reina Bernard Gustavo Reina's Morgan Stanley Dean Witter Experience March 1996 - 1998
Job Senior Vice President Financial Advisor AIF® Wealth Management at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 1999 - Present
Morgan Stanley Dean Witter March 1996 - 1998
Skills
Investments, Credit, Series 63, Banking, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Fixed Income, Equities, Retirement Planning, Hedge Funds, Risk Management, Investment Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Financial Advisory, Leadership, Financial Services, Management
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Bachelor of Science, Business Administration:Finance
Torrance High School 1983 — 1987
Citi Personal Wealth Management July 1999 - Present
Morgan Stanley Dean Witter March 1996 - 1998
Skills
Investments, Credit, Series 63, Banking, Wealth Management, Portfolio Management, Investment Strategies, Series 7, Fixed Income, Equities, Retirement Planning, Hedge Funds, Risk Management, Investment Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Financial Advisory, Leadership, Financial Services, Management
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Bachelor of Science, Business Administration:Finance
Torrance High School 1983 — 1987
Michael E. Huls Michael E. Huls's Morgan Stanley Dean Witter Experience January 1992 - July 1994
Job Corporate strategies at Marlin Hull LLC
Industry Capital Markets
Experience
Marlin Hull LLC January 2011 - Present
Morgan Stanley dean witter January 1992 - July 1994
Kemper Securities January 1988 - April 1992
Skills
Investments, Investment Properties, Small Business, Investors, Brokerage, Sales Management, Real Estate, Strategy, Entrepreneurship, Portfolio Management, Valuation, Cancer
Education
Arizona State University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Marlin Hull LLC January 2011 - Present
Morgan Stanley dean witter January 1992 - July 1994
Kemper Securities January 1988 - April 1992
Skills
Investments, Investment Properties, Small Business, Investors, Brokerage, Sales Management, Real Estate, Strategy, Entrepreneurship, Portfolio Management, Valuation, Cancer
Education
Arizona State University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Teri Hormuth Teri Hormuth's Morgan Stanley Dean Witter Experience 1994 - 1997
Job Global Wellness Group
Industry Health, Wellness and Fitness
Experience
Global Wellness Group October 2009 - Present
Morgan Stanley Dean Witter 1994 - 1997
Education
Bowling Green State University
Global Wellness Group October 2009 - Present
Morgan Stanley Dean Witter 1994 - 1997
Education
Bowling Green State University
Joel G. Oldham's Morgan Stanley Dean Witter Experience 1995 - 1997
Job Investment Advisor
Industry Financial Services
Experience
J. L. Bainbridge & Co., Inc. February 2002 - Present
Charles Schwab 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
401k, IRAs, Non-profits, Corporations, Investments, Investment Advisory, Management, Retirement Planning, Wealth Management, Estate Planning, High Net Worth..., Finance, Mutual Funds, Nonprofits, Asset Allocation, Portfolio Management, Securities, Strategic Planning, Asset Management, Financial Planning, Financial Services
Education
Arizona State University 1988 — 1993
BS, Political Science, Statistics
J. L. Bainbridge & Co., Inc. February 2002 - Present
Charles Schwab 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
401k, IRAs, Non-profits, Corporations, Investments, Investment Advisory, Management, Retirement Planning, Wealth Management, Estate Planning, High Net Worth..., Finance, Mutual Funds, Nonprofits, Asset Allocation, Portfolio Management, Securities, Strategic Planning, Asset Management, Financial Planning, Financial Services
Education
Arizona State University 1988 — 1993
BS, Political Science, Statistics
Karen Morris Karen Morris's Morgan Stanley Dean Witter Experience April 1996 - May 2002
Job President at Morris Associates LLC New York
Industry Investment Management
Experience
Morris Associates LLC New York May 2003 - Present
Morgan Stanley Dean Witter April 1996 - May 2002
Education
Barat College of DePaul University 1975 — 1979
B.A.
The University of Chicago
M.B.A.
Morris Associates LLC New York May 2003 - Present
Morgan Stanley Dean Witter April 1996 - May 2002
Education
Barat College of DePaul University 1975 — 1979
B.A.
The University of Chicago
M.B.A.
Nevien Eltanany's Morgan Stanley Dean Witter Experience February 1998 - May 2000
Job Solutions Across the Board
Industry Semiconductors
Experience
Set Tech, Inc. October 2013 - Present
Banc Home Loans a Division of Banc of California June 2013 - May 2015
South Pacific Financial Corp March 2012 - November 2012
Prospect Mortgage, LLC July 2010 - March 2012
First Pacific Financial January 2009 - June 2010
HSBC February 2004 - December 2006
MGIC August 2001 - February 2004
Morgan Stanley Dean Witter February 1998 - May 2000
Skills
Underwriting, Mortgage Banking, Investment Properties, Investments, Loan Origination, First Time Home Buyers, Residential Mortgages, FHA financing, Government Loans, Residential Homes, Non-Conforming, Mortgage Underwriting, Banking, Wholesale Lending, Semiconductor Industry, Information Technology, RAM, DRAM, Servers, Data Center
Education
California State University-Fullerton 1996 — 1999
BA, Business/Accounting
California State University-Fullerton 1996 — 1999
Bachelor’s Degree, Business Administration and Management, Emphasis in Accounting
Set Tech, Inc. October 2013 - Present
Banc Home Loans a Division of Banc of California June 2013 - May 2015
South Pacific Financial Corp March 2012 - November 2012
Prospect Mortgage, LLC July 2010 - March 2012
First Pacific Financial January 2009 - June 2010
HSBC February 2004 - December 2006
MGIC August 2001 - February 2004
Morgan Stanley Dean Witter February 1998 - May 2000
Skills
Underwriting, Mortgage Banking, Investment Properties, Investments, Loan Origination, First Time Home Buyers, Residential Mortgages, FHA financing, Government Loans, Residential Homes, Non-Conforming, Mortgage Underwriting, Banking, Wholesale Lending, Semiconductor Industry, Information Technology, RAM, DRAM, Servers, Data Center
Education
California State University-Fullerton 1996 — 1999
BA, Business/Accounting
California State University-Fullerton 1996 — 1999
Bachelor’s Degree, Business Administration and Management, Emphasis in Accounting
Ashwini Apte, CAIA, AIF®'s Morgan Stanley Dean Witter Experience August 2004 - September 2005
Job Senior Consultant at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC January 2013 - Present
NEPC, LLC January 2009 - January 2013
NEPC, LLC September 2005 - January 2009
Morgan Stanley Dean Witter August 2004 - September 2005
Skills
Defined Contribution, Defined Benefit, Investor Relations, Asset Allocation, Mutual Funds, 401k, Pension Funds, Morningstar, 403 b, Pensions, Alternative Investments, Retirement Planning, Securities, Retirement, Bonds, Employee Benefits, Institutional, Portfolio Management, Investments, Investment Strategies, Equities, Fixed Income, Asset Management, Finance
Education
Brandeis University 2003 — 2004
Masters, Finance
NEPC, LLC January 2013 - Present
NEPC, LLC January 2009 - January 2013
NEPC, LLC September 2005 - January 2009
Morgan Stanley Dean Witter August 2004 - September 2005
Skills
Defined Contribution, Defined Benefit, Investor Relations, Asset Allocation, Mutual Funds, 401k, Pension Funds, Morningstar, 403 b, Pensions, Alternative Investments, Retirement Planning, Securities, Retirement, Bonds, Employee Benefits, Institutional, Portfolio Management, Investments, Investment Strategies, Equities, Fixed Income, Asset Management, Finance
Education
Brandeis University 2003 — 2004
Masters, Finance
Trevor Salomon Trevor Salomon's Morgan Stanley Dean Witter Experience 1986 - 1992
Job Entrepreneur at Private Consulting
Industry Financial Services
Experience
Consulting 2009 - Present
Credit Suisse 2001 - 2008
York Capital Management 1993 - 1999
Morgan Stanley Dean Witter 1986 - 1992
Education
The University of Chicago 1980 — 1985
Phd, Economics
Amherst College 1975 — 1979
BA, Economics
Consulting 2009 - Present
Credit Suisse 2001 - 2008
York Capital Management 1993 - 1999
Morgan Stanley Dean Witter 1986 - 1992
Education
The University of Chicago 1980 — 1985
Phd, Economics
Amherst College 1975 — 1979
BA, Economics
Nate Lynch Nate Lynch's Morgan Stanley Dean Witter Experience October 2000 - August 2006
Job Disabled Former Financial Advisor & Independent Contractor
Industry Individual & Family Services
Experience
Pre-Paid Legal Services & Go Small Biz 2005 - 2009
Lynch Legacy, A Family Corporation June 2007 - December 2008
Morgan Stanley Dean Witter October 2000 - August 2006
Morgan Stanley February 1996 - August 2006
Skills
Wealth Management, Securities, Team Building, Strategic Planning, Series 63, Series 7, Investments, Asset Managment, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Asset Management, Retirement, IRAs, Financial Services, Finance, Small Business, Sales, Entrepreneurship, Training, Asset Allocation, 401k, Strategic Financial..., Financial Planning
Education
Biola University 1976 — 1978
Whittier Area Baptist Fellowship 1976 — 1989
University of Redlands 1975 — 1976
Taipei American School 1972 — 1975
High School Diploma
Pre-Paid Legal Services & Go Small Biz 2005 - 2009
Lynch Legacy, A Family Corporation June 2007 - December 2008
Morgan Stanley Dean Witter October 2000 - August 2006
Morgan Stanley February 1996 - August 2006
Skills
Wealth Management, Securities, Team Building, Strategic Planning, Series 63, Series 7, Investments, Asset Managment, Retirement Planning, Mutual Funds, Insurance, Financial Advisory, Asset Management, Retirement, IRAs, Financial Services, Finance, Small Business, Sales, Entrepreneurship, Training, Asset Allocation, 401k, Strategic Financial..., Financial Planning
Education
Biola University 1976 — 1978
Whittier Area Baptist Fellowship 1976 — 1989
University of Redlands 1975 — 1976
Taipei American School 1972 — 1975
High School Diploma
Ivy Lee's Morgan Stanley Dean Witter Experience December 2003 - October 2004
Job Account Director at Yahoo
Industry Online Media
Experience
Yahoo April 2015 - Present
Yahoo! May 2013 - March 2015
Yahoo October 2011 - May 2013
Yahoo March 2010 - October 2011
Yahoo July 2008 - March 2010
Yahoo August 2007 - July 2008
Yahoo October 2006 - August 2007
MacDirectory/Miami Living Magazine October 2004 - October 2006
Morgan Stanley Dean Witter December 2003 - October 2004
Skills
Ad Networks, Digital Media, Behavioral Targeting, Strategy, Display Advertising, CRM, Mobile Advertising, Ad Exchanges, Advertising, Online Advertising, Digital Strategy, Marketing, Account Management, Mobile Marketing, Digital Marketing
Education
Bentley University
Bachelor of Science (B.S.), Economics - Finance
Bentley University
Master of Business Administration (M.B.A.), Finance
Yahoo April 2015 - Present
Yahoo! May 2013 - March 2015
Yahoo October 2011 - May 2013
Yahoo March 2010 - October 2011
Yahoo July 2008 - March 2010
Yahoo August 2007 - July 2008
Yahoo October 2006 - August 2007
MacDirectory/Miami Living Magazine October 2004 - October 2006
Morgan Stanley Dean Witter December 2003 - October 2004
Skills
Ad Networks, Digital Media, Behavioral Targeting, Strategy, Display Advertising, CRM, Mobile Advertising, Ad Exchanges, Advertising, Online Advertising, Digital Strategy, Marketing, Account Management, Mobile Marketing, Digital Marketing
Education
Bentley University
Bachelor of Science (B.S.), Economics - Finance
Bentley University
Master of Business Administration (M.B.A.), Finance
Sang (Sam) Han's Morgan Stanley Dean Witter Experience September 1998 - September 1999
Job Signalert Asset Management / Community of Volunteers
Industry Financial Services
Experience
Signalert Asset Management January 2012 - Present
Signature Consulting - Bank of America January 2010 - March 2011
Gama Bar/Restaurant October 2006 - November 2009
Thomson Reuters March 2002 - December 2008
JGM Securities - Broadway Trading January 2001 - March 2002
GBI Capital Partners September 1999 - December 2000
Morgan Stanley Dean Witter September 1998 - September 1999
Skills
Microsoft Excel, Business Development, Management, Trading, Equities, Finance, Project Management, Trade Execution, Outlook, Marketing, Analysis, Social Networking, PowerPoint, Access, CRM, Excel, Investments, Financial Analysis, Customer Relationship..., Trade Support, Entrepreneurship, Risk Management, TD Ameritrade Veo, Financial Services, Asset Management
Education
Boston University 1994 — 1998
Bachelor of Arts, Economics
Mineola High School 1990 — 1994
Diploma, College Prep
Signalert Asset Management January 2012 - Present
Signature Consulting - Bank of America January 2010 - March 2011
Gama Bar/Restaurant October 2006 - November 2009
Thomson Reuters March 2002 - December 2008
JGM Securities - Broadway Trading January 2001 - March 2002
GBI Capital Partners September 1999 - December 2000
Morgan Stanley Dean Witter September 1998 - September 1999
Skills
Microsoft Excel, Business Development, Management, Trading, Equities, Finance, Project Management, Trade Execution, Outlook, Marketing, Analysis, Social Networking, PowerPoint, Access, CRM, Excel, Investments, Financial Analysis, Customer Relationship..., Trade Support, Entrepreneurship, Risk Management, TD Ameritrade Veo, Financial Services, Asset Management
Education
Boston University 1994 — 1998
Bachelor of Arts, Economics
Mineola High School 1990 — 1994
Diploma, College Prep
Melanie H Lewis's Morgan Stanley Dean Witter Experience February 2000 - November 2001
Job Support Consultant at Misys
Industry Financial Services
Experience
Deutsche Bank 2015 - Present
Misys March 2014 - October 2014
JPMorgan Chase January 2014 - March 2014
Misys June 2013 - October 2013
Georgeson Securities January 2013 - June 2013
Powell Capital Markets (Temporary Assignment) September 2012 - October 2012
RBC November 2003 - May 2010
David Lerner Associates, inc. January 2003 - July 2003
Morgan Stanley Dean Witter February 2000 - November 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg, Salesforce.com, Finance, Trading
Education
New York Career Institute 2010 — 2012
Court Reporting/Court Reporter, 3.2
Bergen Community College 1995 — 1997
Psychology
Deutsche Bank 2015 - Present
Misys March 2014 - October 2014
JPMorgan Chase January 2014 - March 2014
Misys June 2013 - October 2013
Georgeson Securities January 2013 - June 2013
Powell Capital Markets (Temporary Assignment) September 2012 - October 2012
RBC November 2003 - May 2010
David Lerner Associates, inc. January 2003 - July 2003
Morgan Stanley Dean Witter February 2000 - November 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Access, Bloomberg, Salesforce.com, Finance, Trading
Education
New York Career Institute 2010 — 2012
Court Reporting/Court Reporter, 3.2
Bergen Community College 1995 — 1997
Psychology
Paul Trobiani's Morgan Stanley Dean Witter Experience March 2006 - September 2006
Job Sales Supervision Manager Advice Team at Ameriprise National Headquarters
Industry Financial Services
Experience
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Ameriprise Financial February 2011 - Present
Ameriprise Financial May 2010 - February 2011
New England Financial January 2009 - April 2010
Reservoir Health Corporation January 2008 - August 2008
Morgan Stanley Dean Witter March 2006 - September 2006
Skills
Series 7, Financial Planning, Securities, Financial Analysis, Reporting & Analysis, Series 24, Series 66, Series 9/10, Strategic Financial..., Uniform Combined State..., Financial Modeling, Financial Advisory, Investments, Financial Services, FINRA, Leadership, Investment Advisory, Finance, Asset Allocation, Retirement Planning, Mutual Funds
Education
The American College 2014 — 2015
CFP, Certified Financial Planner
Arizona State University 2003 — 2007
Bachelor of Science Business Administration, Finance
Maple Grove Senior High 2001 — 2003
High School
St. Paul Academy and Summit School 1991 — 2000
FINRA
Sterling Russell, CFA Sterling Russell, CFA's Morgan Stanley Dean Witter Experience June 1984 - December 1992
Job Director of Fixed Income, Senior Portfolio Manager at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners April 2015 - Present
KeyBank February 2009 - April 2015
Beneficial Financial Group November 1994 - December 2007
NHS/First Financial Investments May 1993 - October 1994
Morgan Stanley Dean Witter June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc February 1982 - June 1984
Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance
Education
Brigham Young University 1979 — 1981
MS, Economics
Brigham Young University 1975 — 1979
BA, Political Science, Economics
Yellowstone Partners April 2015 - Present
KeyBank February 2009 - April 2015
Beneficial Financial Group November 1994 - December 2007
NHS/First Financial Investments May 1993 - October 1994
Morgan Stanley Dean Witter June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc February 1982 - June 1984
Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance
Education
Brigham Young University 1979 — 1981
MS, Economics
Brigham Young University 1975 — 1979
BA, Political Science, Economics
Drew Hamilton Drew Hamilton's Morgan Stanley Dean Witter Experience January 1993 - November 1993
Job Executive Vice President at Teletrac, Inc., a Danaher operating company
Industry Wireless
Experience
Teletrac, Inc October 1997 - Present
Morgan Stanley Dean Witter January 1993 - November 1993
Skills
Telematics, Solution Selling, Start-ups, Sales Management, SaaS, Security, Salesforce.com, Account Management, New Business Development, Strategic Partnerships, Telecommunications, Mobile Devices, Sales, Leadership, Wireless, Management, Product Management, Direct Sales, Enterprise Software, CRM, Sales Process, Channel Partners, Sales Operations, Lead Generation, Integration, Team Building, Team Leadership, Cloud Computing, Selling, Contract Negotiation, Business Development, B2B
Education
Southern Methodist University 1994 — 1997
BA, English, Art History, Business
Babson College 1993 — 1994
Business
Teletrac, Inc October 1997 - Present
Morgan Stanley Dean Witter January 1993 - November 1993
Skills
Telematics, Solution Selling, Start-ups, Sales Management, SaaS, Security, Salesforce.com, Account Management, New Business Development, Strategic Partnerships, Telecommunications, Mobile Devices, Sales, Leadership, Wireless, Management, Product Management, Direct Sales, Enterprise Software, CRM, Sales Process, Channel Partners, Sales Operations, Lead Generation, Integration, Team Building, Team Leadership, Cloud Computing, Selling, Contract Negotiation, Business Development, B2B
Education
Southern Methodist University 1994 — 1997
BA, English, Art History, Business
Babson College 1993 — 1994
Business
Monica Simpson Monica Simpson's Morgan Stanley Dean Witter Experience September 2002 - March 2003
Job Financial Consultant at T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
Jon Greskiewicz Jon Greskiewicz's Morgan Stanley Dean Witter Experience April 2000 - March 2001
Job Sr Manager, HR Process Optimization at TE Connectivity
Industry Management Consulting
Experience
TE Connectivity June 2015 - Present
Arcadia University January 2012 - Present
J.P. Morgan May 2013 - June 2015
JPMorgan Chase September 2011 - May 2013
CIGNA International August 2005 - September 2011
JPMorgan January 2002 - March 2005
Richardson 2004 - 2005
First Union National Bank March 2001 - January 2002
Morgan Stanley Dean Witter April 2000 - March 2001
Frostburg State University June 1999 - February 2000
Skills
Organizational..., Leadership Development, Training, Leadership, Change Management, Organizational Design, Process Improvement, Human Resources, Strategy, Organizational..., Program Management, Instructional Design, Talent Management, Performance Consulting, Team Building, Cultural Transformation, Personnel Management, Coaching, International Training, Development Programs, Human Performance, Project Portfolio..., New Hire Orientations, Project Management, Onboarding, Management Consulting, Six Sigma, Lean Transformation, Employee Benefits, Globalization, Change Leadership, Global Expansion, Global Implementation, Human Capital Management, Implementing Processes, Succession Planning, Workshop Facilitation, Management, Analysis, Performance Management
Education
West Chester University of Pennsylvania 2004 — 2008
M.A., Industrial / Organizational Psychology
Arcadia University 1995 — 1999
B.A., Corp Comm / Human Resources
The University of Stirling 1998 — 1998
Human Resources
Garnet Valley High School 1991 — 1995
TE Connectivity June 2015 - Present
Arcadia University January 2012 - Present
J.P. Morgan May 2013 - June 2015
JPMorgan Chase September 2011 - May 2013
CIGNA International August 2005 - September 2011
JPMorgan January 2002 - March 2005
Richardson 2004 - 2005
First Union National Bank March 2001 - January 2002
Morgan Stanley Dean Witter April 2000 - March 2001
Frostburg State University June 1999 - February 2000
Skills
Organizational..., Leadership Development, Training, Leadership, Change Management, Organizational Design, Process Improvement, Human Resources, Strategy, Organizational..., Program Management, Instructional Design, Talent Management, Performance Consulting, Team Building, Cultural Transformation, Personnel Management, Coaching, International Training, Development Programs, Human Performance, Project Portfolio..., New Hire Orientations, Project Management, Onboarding, Management Consulting, Six Sigma, Lean Transformation, Employee Benefits, Globalization, Change Leadership, Global Expansion, Global Implementation, Human Capital Management, Implementing Processes, Succession Planning, Workshop Facilitation, Management, Analysis, Performance Management
Education
West Chester University of Pennsylvania 2004 — 2008
M.A., Industrial / Organizational Psychology
Arcadia University 1995 — 1999
B.A., Corp Comm / Human Resources
The University of Stirling 1998 — 1998
Human Resources
Garnet Valley High School 1991 — 1995
David Kern, CFA David Kern, CFA's Morgan Stanley Dean Witter Experience December 2006 - August 2007
Job Manager Risk Management at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
Yana Andrea Klimova's Morgan Stanley Dean Witter Experience June 2005 - August 2005
Job Number Crunching DoGooder | MSA/MSF | Nature Lover
Industry Nonprofit Organization Management
Experience
Partners In Health September 2013 - Present
Partners In Health August 2013 - September 2013
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wellington Management January 2008 - November 2008
Analistas Financieros Internacionales February 2006 - May 2006
Morgan Stanley Dean Witter June 2005 - August 2005
Skills
Financial Modeling, Valuation, Strategic Planning, Non-profit..., Grants, Spanish, Portfolio Management, Derivatives, Investments, Economics, Corporate Finance, Forecasting, Bloomberg, Finance, Data Analysis, Analysis, Investment Strategies, FX Options, Financial Analysis, Capital Markets, Equity Research, Investment Banking, Fixed Income, Trading, Hedging, Due Diligence, Hedge Funds, Alternative Investments, Investment Management, Market Research, Asset Allocation, Emerging Markets, Financial Statement..., Financial Markets, Client Relations, Asset Management, Contractual Agreements, Financial Reporting, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Dual Masters of Science, Finance and Accounting
Brandeis University 2003 — 2007
Bachelor of Arts, International and Global Studies, concentration Economics and Spanish, Magna Cum Laude
Newton South High School
Partners In Health September 2013 - Present
Partners In Health August 2013 - September 2013
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Wellington Management January 2008 - November 2008
Analistas Financieros Internacionales February 2006 - May 2006
Morgan Stanley Dean Witter June 2005 - August 2005
Skills
Financial Modeling, Valuation, Strategic Planning, Non-profit..., Grants, Spanish, Portfolio Management, Derivatives, Investments, Economics, Corporate Finance, Forecasting, Bloomberg, Finance, Data Analysis, Analysis, Investment Strategies, FX Options, Financial Analysis, Capital Markets, Equity Research, Investment Banking, Fixed Income, Trading, Hedging, Due Diligence, Hedge Funds, Alternative Investments, Investment Management, Market Research, Asset Allocation, Emerging Markets, Financial Statement..., Financial Markets, Client Relations, Asset Management, Contractual Agreements, Financial Reporting, Budgeting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Dual Masters of Science, Finance and Accounting
Brandeis University 2003 — 2007
Bachelor of Arts, International and Global Studies, concentration Economics and Spanish, Magna Cum Laude
Newton South High School
Alicia Leonard-Stacker Alicia Leonard-Stacker's Morgan Stanley Dean Witter Experience October 1999 - April 2004
Job Vice President at Safra National Bank of New York
Industry Banking
Experience
Safra National Bank of New York June 2008 - Present
Morgan Stanley April 2004 - January 2008
Morgan Stanley Dean Witter October 1999 - April 2004
Dean Witter Reynolds August 1997 - October 1999
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
Master of Business Administration (MBA), Finance and International Business
Stony Brook University 1993 — 1997
Bachelor's degree, Economics
Safra National Bank of New York June 2008 - Present
Morgan Stanley April 2004 - January 2008
Morgan Stanley Dean Witter October 1999 - April 2004
Dean Witter Reynolds August 1997 - October 1999
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
Master of Business Administration (MBA), Finance and International Business
Stony Brook University 1993 — 1997
Bachelor's degree, Economics
Victor Villanueva's Morgan Stanley Dean Witter Experience July 2002 - October 2003
Job Senior Manager, IT Program Management (EPMO) at Gilead Sciences
Industry Information Technology and Services
Experience
Gilead Sciences October 2012 - Present
BioMarin January 2010 - October 2012
ENTAP, Inc. September 2009 - January 2010
Oracle January 2006 - August 2009
Kaiser Permanente October 2005 - January 2006
Heald College October 2003 - October 2005
Morgan Stanley Dean Witter July 2002 - October 2003
Skills
Cross-functional Team..., Business Analysis, Program Management, Business Process, SDLC, Project Management, Business Intelligence, Project Portfolio..., Consulting, Management, Business Relationship..., Requirements Analysis, CRM, Business Strategy, Change Management, Leadership, Enterprise Software, Integration, Vendor Management, Sales, ERP, Testing, Salesforce.com, Customer Service, Process Improvement, Data Analysis, Product Management, Customer Relations, Project Planning, Sales Operations, SaaS, IT Strategy, Oracle, Analysis, Training, Process Engineering, Cloud Computing, Six Sigma, E-commerce, Project Delivery, SharePoint, PMP, Business Process..., PMO, Stakeholder Management, Customer Experience, Business Development, Commercial Operation, Product Launch
Education
California State University-Fresno
B.S., Business Administration - Management Information Systems
Gilead Sciences October 2012 - Present
BioMarin January 2010 - October 2012
ENTAP, Inc. September 2009 - January 2010
Oracle January 2006 - August 2009
Kaiser Permanente October 2005 - January 2006
Heald College October 2003 - October 2005
Morgan Stanley Dean Witter July 2002 - October 2003
Skills
Cross-functional Team..., Business Analysis, Program Management, Business Process, SDLC, Project Management, Business Intelligence, Project Portfolio..., Consulting, Management, Business Relationship..., Requirements Analysis, CRM, Business Strategy, Change Management, Leadership, Enterprise Software, Integration, Vendor Management, Sales, ERP, Testing, Salesforce.com, Customer Service, Process Improvement, Data Analysis, Product Management, Customer Relations, Project Planning, Sales Operations, SaaS, IT Strategy, Oracle, Analysis, Training, Process Engineering, Cloud Computing, Six Sigma, E-commerce, Project Delivery, SharePoint, PMP, Business Process..., PMO, Stakeholder Management, Customer Experience, Business Development, Commercial Operation, Product Launch
Education
California State University-Fresno
B.S., Business Administration - Management Information Systems
Tony Catalano, CFCP, CFE Tony Catalano, CFCP, CFE's Morgan Stanley Dean Witter Experience 1986 - 1999
Job Financial Services Professional, Accountant, Analyst, and Entreprenuer
Industry Financial Services
Experience
AASM Inc. November 2007 - Present
Credit Suisse 2002 - 2006
Pershing Securities 2000 - 2001
Morgan Stanley Dean Witter 1986 - 1999
Skills
Risk Management, Financial Risk, Financial Services, Business Continuity, Investment Banking, Business Analysis, Capital Markets, Process Improvement, Banking, Securities, Equities, Finance, Risk Assessment, Derivatives, Financial Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Public accounting
Hofstra University
Graduate certification program, Micro computers
AASM Inc. November 2007 - Present
Credit Suisse 2002 - 2006
Pershing Securities 2000 - 2001
Morgan Stanley Dean Witter 1986 - 1999
Skills
Risk Management, Financial Risk, Financial Services, Business Continuity, Investment Banking, Business Analysis, Capital Markets, Process Improvement, Banking, Securities, Equities, Finance, Risk Assessment, Derivatives, Financial Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Public accounting
Hofstra University
Graduate certification program, Micro computers
Larry Kreindel Larry Kreindel's Morgan Stanley Dean Witter Experience August 1998 - June 1999
Job Senior Investment Advisor at Berthel Fisher & Company Financial Services
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services April 2000 - Present
Dain Rauscher July 1999 - February 2000
Morgan Stanley Dean Witter August 1998 - June 1999
Various June 1973 - August 1998
Skills
Income Tax, Tax Preparation, Tax Accounting, Auto Racing, Strategic Financial..., 401k, Finance, Financial Planners, Due Diligence, Financial Advisory, Investments, Estate Planning, Mutual Funds, Wealth Management, Inheritance Tax Planning, Financial Analysis, Retirement, Superannuation, Alternative Investments, Retirement Planning, Investment Strategies, Private Equity, Investment Advisory
Education
City University of New York-Baruch College 1971 — 1973
Bachelor of Business Administration (BBA), Accounting and Business Law
Queensborough Community College 1968 — 1971
Associate's degree, Accounting and Finance
Berthel Fisher & Company Financial Services April 2000 - Present
Dain Rauscher July 1999 - February 2000
Morgan Stanley Dean Witter August 1998 - June 1999
Various June 1973 - August 1998
Skills
Income Tax, Tax Preparation, Tax Accounting, Auto Racing, Strategic Financial..., 401k, Finance, Financial Planners, Due Diligence, Financial Advisory, Investments, Estate Planning, Mutual Funds, Wealth Management, Inheritance Tax Planning, Financial Analysis, Retirement, Superannuation, Alternative Investments, Retirement Planning, Investment Strategies, Private Equity, Investment Advisory
Education
City University of New York-Baruch College 1971 — 1973
Bachelor of Business Administration (BBA), Accounting and Business Law
Queensborough Community College 1968 — 1971
Associate's degree, Accounting and Finance
John Reagan's Morgan Stanley Dean Witter Experience December 1997 - March 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney March 2001 - March 2009
Morgan Stanley Dean Witter December 1997 - March 2001
Skills
Retirement, Investments, Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Planning, Insurance, Wealth Preservation..., Concentrated Stock..., Financial Services, Asset Management, Stock Analysis
Education
Abilene Christian University 1994 — 1997
Bachelor's Degree, Finance
Wells Fargo Advisors, LLC March 2009 - Present
Smith Barney March 2001 - March 2009
Morgan Stanley Dean Witter December 1997 - March 2001
Skills
Retirement, Investments, Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investment Planning, Insurance, Wealth Preservation..., Concentrated Stock..., Financial Services, Asset Management, Stock Analysis
Education
Abilene Christian University 1994 — 1997
Bachelor's Degree, Finance
Fahmila Imam Fahmila Imam's Morgan Stanley Dean Witter Experience June 1987 - June 1990
Job Chief of Finance, Investments, and Risk Management, Vitas Group/CHF International
Industry Financial Services
Experience
CHF International February 2006 - August 2011
Independent International Development Consultant June 2002 - November 2005
Federal Reserve Bank of New York August 1999 - May 2002
Export-Import Bank of the United States December 1992 - May 1999
Morgan Stanley Dean Witter June 1987 - June 1990
Skills
Strategic Planning, Investments, New Business Development, Valuation Analysis, Investor Due Diligence, Strategic Negotiations, Risk Management, Regulatory Requirements, Emerging Markets, Legal and Corporate..., Corporate Governance
Education
Columbia University - School of International and Public Affairs
Masters in International Affairs, International Political Economy
Barnard College
Bachelor of Arts (B.A.), Economics
CHF International February 2006 - August 2011
Independent International Development Consultant June 2002 - November 2005
Federal Reserve Bank of New York August 1999 - May 2002
Export-Import Bank of the United States December 1992 - May 1999
Morgan Stanley Dean Witter June 1987 - June 1990
Skills
Strategic Planning, Investments, New Business Development, Valuation Analysis, Investor Due Diligence, Strategic Negotiations, Risk Management, Regulatory Requirements, Emerging Markets, Legal and Corporate..., Corporate Governance
Education
Columbia University - School of International and Public Affairs
Masters in International Affairs, International Political Economy
Barnard College
Bachelor of Arts (B.A.), Economics
Ahmad Elsawaf Ahmad Elsawaf's Morgan Stanley Dean Witter Experience 2000 - 2002
Job SVP, Sales Transformation Manager at PNC
Industry Banking
Experience
PNC June 2014 - Present
PNC 2011 - Present
Associated Bank 2011 - July 2011
Fifth Third Bank September 2008 - January 2011
LMA Consulting, LLC March 2007 - August 2008
Wachovia, A Wells Fargo Company 2002 - 2007
Broadview Networks 2002 - 2002
Morgan Stanley Dean Witter 2000 - 2002
Skills
Strategic Planning, Leadership, Management, Strategy, Leadership Development, Sales, Banking, CRM, Retail Banking, Turn Around Management, Negotiation, Asset Managment, Analytics, Business Development, Customer Service, Credit, Community Outreach, Curriculum Design, Entrepreneurship, Economics, E-Learning, Innovation, Key Performance..., Marketing Research, Recruiting, Underwriting, Series 7, Coaching, Asset Management, Sales Management, Loans, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Employee Engagement, Risk Management, Small Business Lending, Investments, Credit Analysis, Relationship Management, Financial Services, Treasury Management, Mortgage Lending, Loan Origination, Lines Of Credit, Finance, Executive Management, Cross Selling, Consumer Lending, Commercial Banking
Education
Furman University 2011 — 2014
Graduate School of Retail Bank Mgmt., Banking
国際教養大学 / Akita International University
Bachelor of Business Administration (B.B.A.), International Business
PNC June 2014 - Present
PNC 2011 - Present
Associated Bank 2011 - July 2011
Fifth Third Bank September 2008 - January 2011
LMA Consulting, LLC March 2007 - August 2008
Wachovia, A Wells Fargo Company 2002 - 2007
Broadview Networks 2002 - 2002
Morgan Stanley Dean Witter 2000 - 2002
Skills
Strategic Planning, Leadership, Management, Strategy, Leadership Development, Sales, Banking, CRM, Retail Banking, Turn Around Management, Negotiation, Asset Managment, Analytics, Business Development, Customer Service, Credit, Community Outreach, Curriculum Design, Entrepreneurship, Economics, E-Learning, Innovation, Key Performance..., Marketing Research, Recruiting, Underwriting, Series 7, Coaching, Asset Management, Sales Management, Loans, Portfolio Management, Mergers & Acquisitions, Commercial Lending, Employee Engagement, Risk Management, Small Business Lending, Investments, Credit Analysis, Relationship Management, Financial Services, Treasury Management, Mortgage Lending, Loan Origination, Lines Of Credit, Finance, Executive Management, Cross Selling, Consumer Lending, Commercial Banking
Education
Furman University 2011 — 2014
Graduate School of Retail Bank Mgmt., Banking
国際教養大学 / Akita International University
Bachelor of Business Administration (B.B.A.), International Business
Irina Koryakovtseva's Morgan Stanley Dean Witter Experience 1995 - 2001
Job US CBOL lead architect at citibank
Industry Banking
Experience
citibank ebusuness Solutions Design team LeadCiti N.A, Cincinnati, USA2006 - Present
Citibank - Citibank Online 2001 - Present
Citigroup 2001 - Present
Citi 2001 - Present
Citigroup NA IT 2001 - Present
Citigroup / Citibank 1990 - Present
morgan stanley dean witter 1995 - 2001
Morgan Stanley 1995 - 2001
Education
Azerbaijan Technological University 1973 — 1978
citibank ebusuness Solutions Design team LeadCiti N.A, Cincinnati, USA2006 - Present
Citibank - Citibank Online 2001 - Present
Citigroup 2001 - Present
Citi 2001 - Present
Citigroup NA IT 2001 - Present
Citigroup / Citibank 1990 - Present
morgan stanley dean witter 1995 - 2001
Morgan Stanley 1995 - 2001
Education
Azerbaijan Technological University 1973 — 1978
Corey N. Daniel Corey N. Daniel's Morgan Stanley Dean Witter Experience May 2001 - August 2005
Job Vice President Investment Officer at Levy, Daniel & McGee Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Levy, Daniel & McGee Wealth Management Group of Wells Fargo Advisors, LLC August 2005 - Present
Lodi Lions Club 2009 - 2010
Lodi Lions Club 2009 - 2010
Morgan Stanley Dean Witter May 2001 - August 2005
Skills
Retirement Planning, Financial Advisory, Investment Strategies
Education
Cal Poly San Luis Obispo
BSIT
Levy, Daniel & McGee Wealth Management Group of Wells Fargo Advisors, LLC August 2005 - Present
Lodi Lions Club 2009 - 2010
Lodi Lions Club 2009 - 2010
Morgan Stanley Dean Witter May 2001 - August 2005
Skills
Retirement Planning, Financial Advisory, Investment Strategies
Education
Cal Poly San Luis Obispo
BSIT
Marie Sultana Robinson's Morgan Stanley Dean Witter Experience February 1990 - Present
Job ◄EXPERIENCED BUSINESS PROFESSIONAL►◄Selfmotivated ► Hard working►Applies initiative►Resultsoriented ►Writer & Editor►
Industry Writing and Editing
Experience
Lighthouse Connections August 1990 - Present
Snap Electric, Inc August 1990 - Present
Bankers Life and Casualty August 1990 - Present
Morgan Stanley Dean Witter February 1990 - Present
Education
Boston University
Boston University
A.S, Liberal Arts
Coach Training Coach University
Secretarial TrainingKatherine Gibbs School
Lighthouse Connections August 1990 - Present
Snap Electric, Inc August 1990 - Present
Bankers Life and Casualty August 1990 - Present
Morgan Stanley Dean Witter February 1990 - Present
Education
Boston University
Boston University
A.S, Liberal Arts
Coach Training Coach University
Secretarial TrainingKatherine Gibbs School
Paul Solomon Paul Solomon's Morgan Stanley Dean Witter Experience 1992 - 1996
Job EVP and Chief Financial Officer at Physiotherapy Associates
Industry Hospital & Health Care
Experience
Physiotherapy Associates June 2014 - Present
Solstas Lab Partners Group, LLC (formerly Spectrum Lab Network) February 2010 - March 2014
Alvarez & Marsal July 2008 - February 2010
Salus Surgical Group LLC 2005 - 2008
SG Cowen Securities 1998 - 2002
Morgan Stanley Dean Witter 1992 - 1996
Skills
Acquisition Integration, Mergers & Acquisitions, Mergers, Financial Analysis, Leadership, Financial Reporting, Finance, Management, Healthcare, Change Management, Venture Capital, Private Equity, Corporate Finance, Managerial Finance, Financial Modeling, Due Diligence, Start-ups
Education
Binghamton University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Physiotherapy Associates June 2014 - Present
Solstas Lab Partners Group, LLC (formerly Spectrum Lab Network) February 2010 - March 2014
Alvarez & Marsal July 2008 - February 2010
Salus Surgical Group LLC 2005 - 2008
SG Cowen Securities 1998 - 2002
Morgan Stanley Dean Witter 1992 - 1996
Skills
Acquisition Integration, Mergers & Acquisitions, Mergers, Financial Analysis, Leadership, Financial Reporting, Finance, Management, Healthcare, Change Management, Venture Capital, Private Equity, Corporate Finance, Managerial Finance, Financial Modeling, Due Diligence, Start-ups
Education
Binghamton University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Joseph Sviatko Joseph Sviatko's Morgan Stanley Dean Witter Experience September 1997 - December 1998
Job Public Affairs Officer at Maryland Insurance Administration
Industry Public Relations and Communications
Experience
Maryland Insurance Administration April 2013 - Present
Maryland Transit Administration April 2012 - April 2013
Office of the State's Attorney for Baltimore City December 2002 - January 2011
BALTIMORE SUBSTANCE ABUSE SYSTEMS, INC., April 2002 - November 2002
GOVERNOR’S OFFICE OF CRIME CONTROL & PREVENTION April 2000 - April 2002
Allfirst Bank January 1999 - March 2000
Morgan Stanley Dean Witter September 1997 - December 1998
WBEN Radio August 1994 - September 1997
WENT Radio January 1992 - August 1994
Skills
Public Relations, Press Releases, Crisis Management, Community Outreach, Newsletters, Event Management, Government Relations, Talking Points, Crisis Communications, Media Relations, Spokesperson
Education
State University of New York College at Buffalo 1988 — 1990
BA, Communications
Broome Community College 1986 — 1988
Communications, Communication and Media Studies
Maryland Insurance Administration April 2013 - Present
Maryland Transit Administration April 2012 - April 2013
Office of the State's Attorney for Baltimore City December 2002 - January 2011
BALTIMORE SUBSTANCE ABUSE SYSTEMS, INC., April 2002 - November 2002
GOVERNOR’S OFFICE OF CRIME CONTROL & PREVENTION April 2000 - April 2002
Allfirst Bank January 1999 - March 2000
Morgan Stanley Dean Witter September 1997 - December 1998
WBEN Radio August 1994 - September 1997
WENT Radio January 1992 - August 1994
Skills
Public Relations, Press Releases, Crisis Management, Community Outreach, Newsletters, Event Management, Government Relations, Talking Points, Crisis Communications, Media Relations, Spokesperson
Education
State University of New York College at Buffalo 1988 — 1990
BA, Communications
Broome Community College 1986 — 1988
Communications, Communication and Media Studies
Laura Lucchesi, PMP, CUA's Morgan Stanley Dean Witter Experience 1989 - 1996
Job Associate, User Experience and Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
Anatoliy Zeltser's Morgan Stanley Dean Witter Experience August 1996 - July 1998
Job Programer at US Trust and Owner, AIZ Software INC
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Medco August 2008 - August 2010
US Trust September 1999 - July 2008
U.S. Trust September 1999 - 2008
JPMorgan Chase July 1998 - August 1999
Morgan Stanley Dean Witter August 1996 - July 1998
Education
Abu Rayhon Beruniy Nomidagi Toshkent Davlat Texnika Universiteti 1984 — 1989
Bank of America Merrill Lynch August 2010 - Present
Medco August 2008 - August 2010
US Trust September 1999 - July 2008
U.S. Trust September 1999 - 2008
JPMorgan Chase July 1998 - August 1999
Morgan Stanley Dean Witter August 1996 - July 1998
Education
Abu Rayhon Beruniy Nomidagi Toshkent Davlat Texnika Universiteti 1984 — 1989
Jeff Brady's Morgan Stanley Dean Witter Experience January 2000 - January 2001
Job Account Executive at Ellucian
Industry Computer Software
Experience
Ellucian February 2015 - Present
Blackboard March 2014 - December 2014
Echo 360 January 2010 - March 2014
Hewlett Packard January 2006 - January 2010
Hewlett Packard January 2004 - December 2005
Hewlett-Packard October 2002 - December 2003
State Industrial Products January 2001 - January 2002
Morgan Stanley Dean Witter January 2000 - January 2001
SYSCO FOOD SERVICES January 1998 - January 2000
Skills
Solution Selling, Enterprise Software, Sales Operations, Sales Process, Selling, Sales Management, CRM, Sales, Management, Strategy, Contract Negotiation, Business Acumen, SaaS, Channel Partners, Cold Calling, Pipeline Development, Direct Sales, Leadership, Salesforce.com, Hunting, Business Development, Strategic Partnerships, Business Strategy, Networking, Mergers, Accountability, Product Marketing, New Business Development, Mergers & Acquisitions, E-Learning, Customer Acquisition, Cross-functional Team..., Marketing Strategy, Contract Negotiations, Account Acquisition, Strategy Development, Mentoring, Quota, Sales Presentations, Competitive Analysis, Professional Services, Strategic Planning, Complex Sales, Software Industry, Account Management, Marketing, Lead Generation, Team Leadership, Public Speaking, Higher Education
Education
Bellevue University 2002 — 2004
Bachelor of Science, Business Management
Stephen F. Austin State University 1987 — 1991
Ellucian February 2015 - Present
Blackboard March 2014 - December 2014
Echo 360 January 2010 - March 2014
Hewlett Packard January 2006 - January 2010
Hewlett Packard January 2004 - December 2005
Hewlett-Packard October 2002 - December 2003
State Industrial Products January 2001 - January 2002
Morgan Stanley Dean Witter January 2000 - January 2001
SYSCO FOOD SERVICES January 1998 - January 2000
Skills
Solution Selling, Enterprise Software, Sales Operations, Sales Process, Selling, Sales Management, CRM, Sales, Management, Strategy, Contract Negotiation, Business Acumen, SaaS, Channel Partners, Cold Calling, Pipeline Development, Direct Sales, Leadership, Salesforce.com, Hunting, Business Development, Strategic Partnerships, Business Strategy, Networking, Mergers, Accountability, Product Marketing, New Business Development, Mergers & Acquisitions, E-Learning, Customer Acquisition, Cross-functional Team..., Marketing Strategy, Contract Negotiations, Account Acquisition, Strategy Development, Mentoring, Quota, Sales Presentations, Competitive Analysis, Professional Services, Strategic Planning, Complex Sales, Software Industry, Account Management, Marketing, Lead Generation, Team Leadership, Public Speaking, Higher Education
Education
Bellevue University 2002 — 2004
Bachelor of Science, Business Management
Stephen F. Austin State University 1987 — 1991
Knox McMullan's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Sales Professional
Industry Hospital & Health Care
Experience
DocRx April 2010 - March 2012
Asclepius Medical Solutions April 2010 - March 2012
PlanetTran October 2006 - March 2010
CIGNA Group Insurance October 2003 - September 2006
Euromonitor International 2000 - 2002
Morgan Stanley Dean Witter 1997 - 1998
Education
Brown University 1992 — 1996
BA History, Emphasis in Latin American Studies
DocRx April 2010 - March 2012
Asclepius Medical Solutions April 2010 - March 2012
PlanetTran October 2006 - March 2010
CIGNA Group Insurance October 2003 - September 2006
Euromonitor International 2000 - 2002
Morgan Stanley Dean Witter 1997 - 1998
Education
Brown University 1992 — 1996
BA History, Emphasis in Latin American Studies
Hanley, Sean's Morgan Stanley Dean Witter Experience August 1997 - June 1999
Job Territory Manager
Industry Building Materials
Experience
Mohawk Industries November 2007 - December 2009
International Transition Services October 2006 - May 2007
GDS International October 2005 - September 2006
Reuters America March 2005 - August 2005
J.P. Turner & Co. January 2000 - December 2004
MBF Asset Management May 2002 - June 2003
Morgan Stanley Dean Witter August 1997 - June 1999
Education
RG Quintero & Co.
Level 1 CFA Program
Alfred University
Bachelors of Science, Business Administration
State University of New York at Cobleskill
Associate of Science, Accounting
Mohawk Industries November 2007 - December 2009
International Transition Services October 2006 - May 2007
GDS International October 2005 - September 2006
Reuters America March 2005 - August 2005
J.P. Turner & Co. January 2000 - December 2004
MBF Asset Management May 2002 - June 2003
Morgan Stanley Dean Witter August 1997 - June 1999
Education
RG Quintero & Co.
Level 1 CFA Program
Alfred University
Bachelors of Science, Business Administration
State University of New York at Cobleskill
Associate of Science, Accounting
John Stamm's Morgan Stanley Dean Witter Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
Thomas Partin's Morgan Stanley Dean Witter Experience March 2000 - July 2000
Job HRIS Manager at Time Inc.
Industry Media Production
Experience
Time Inc. October 2013 - Present
Maersk, Inc July 2007 - October 2013
Maersk, Inc. November 2005 - June 2007
Suburban Propane March 2002 - October 2005
Suburban Propane September 2000 - February 2002
Morgan Stanley Dean Witter March 2000 - July 2000
Price Waterhouse Coopers February 1999 - March 2000
Skills
HRIS, PeopleSoft, Human Resources, Employee Benefits, Benefits Administration, Performance Management, Microsoft Office, Payroll, Leadership, Deferred Compensation, Recruiting, Outsourcing, Management, Personnel Management, Talent Acquisition, Talent Management, Change Management, SAP PA/OM, ADP EV5, Workday, Workday Enterprise...
Education
Alvernia University 1993 — 1996
BA, History
Time Inc. October 2013 - Present
Maersk, Inc July 2007 - October 2013
Maersk, Inc. November 2005 - June 2007
Suburban Propane March 2002 - October 2005
Suburban Propane September 2000 - February 2002
Morgan Stanley Dean Witter March 2000 - July 2000
Price Waterhouse Coopers February 1999 - March 2000
Skills
HRIS, PeopleSoft, Human Resources, Employee Benefits, Benefits Administration, Performance Management, Microsoft Office, Payroll, Leadership, Deferred Compensation, Recruiting, Outsourcing, Management, Personnel Management, Talent Acquisition, Talent Management, Change Management, SAP PA/OM, ADP EV5, Workday, Workday Enterprise...
Education
Alvernia University 1993 — 1996
BA, History
Joe Gagliardi's Morgan Stanley Dean Witter Experience 2004 - 2006
Job Partner, BRE Financial Solutions, Inc.
Industry Financial Services
Experience
BRE Financial Solutions, Inc. 2006 - Present
Morgan Stanley Dean Witter 2004 - 2006
Penn National Insurance 1994 - 2004
Harsco Corporation 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Securities
Education
Cabrini College 1984 — 1988
B.S., Accounting
BRE Financial Solutions, Inc. 2006 - Present
Morgan Stanley Dean Witter 2004 - 2006
Penn National Insurance 1994 - 2004
Harsco Corporation 1991 - 1993
KPMG Peat Marwick 1988 - 1991
Skills
Securities
Education
Cabrini College 1984 — 1988
B.S., Accounting
Jason Pai's Morgan Stanley Dean Witter Experience August 1998 - April 1999
Job Director Branch Support Manager
Industry Financial Services
Experience
Credit Suisse - Private Banking USA May 2005 - Present
Stonnington Group, LLC January 2004 - April 2005
UBS Financial Services July 2000 - January 2003
First Albany Corporation May 1999 - July 2000
Morgan Stanley Dean Witter August 1998 - April 1999
Morgan Stanley Dean Witter September 1996 - March 1998
Morgan Stanley Dean Witter March 1996 - September 1996
Morgan Stanley Dean Witter May 1995 - March 1996
Skills
Securities, Portfolio Management, Investments, Fixed Income, FINRA, Series 7, Private Banking, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Banking, Structured Products, Derivatives, Financial Analysis, Due Diligence, Series 8 (9 and 10), Series 65, Compliance, Asset Managment, Investment Advisory, Bloomberg, Real Estate, Supervision
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Credit Suisse - Private Banking USA May 2005 - Present
Stonnington Group, LLC January 2004 - April 2005
UBS Financial Services July 2000 - January 2003
First Albany Corporation May 1999 - July 2000
Morgan Stanley Dean Witter August 1998 - April 1999
Morgan Stanley Dean Witter September 1996 - March 1998
Morgan Stanley Dean Witter March 1996 - September 1996
Morgan Stanley Dean Witter May 1995 - March 1996
Skills
Securities, Portfolio Management, Investments, Fixed Income, FINRA, Series 7, Private Banking, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Banking, Structured Products, Derivatives, Financial Analysis, Due Diligence, Series 8 (9 and 10), Series 65, Compliance, Asset Managment, Investment Advisory, Bloomberg, Real Estate, Supervision
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst
Bachelor's Degree, Economics
Mike Woltz, CFP®'s Morgan Stanley Dean Witter Experience 1999 - 1999
Job Senior Relationship Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors June 2013 - Present
Transamerica March 2001 - June 2013
Wells Fargo 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
AXA/Equitable 1997 - 1999
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Fixed Annuities, Retirement, Insurance, Financial Services, Investments, 401k, Wealth Management, Securities, Asset Allocation
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science (BS), Finance and Risk Management
Lincoln Financial Distributors June 2013 - Present
Transamerica March 2001 - June 2013
Wells Fargo 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
AXA/Equitable 1997 - 1999
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, Fixed Annuities, Retirement, Insurance, Financial Services, Investments, 401k, Wealth Management, Securities, Asset Allocation
Education
California State University-Sacramento 1994 — 1998
Bachelor of Science (BS), Finance and Risk Management
Joanna Giargiari's Morgan Stanley Dean Witter Experience 1995 - 1997
Job IBM Data Protection & Retention Specialist
Industry Computer Software
Experience
IBM July 2010 - Present
Iron Mountain 2004 - 2009
ZANTAZ 2001 - 2004
E*TRADE Financial 1998 - 2001
Morgan Stanley Dean Witter 1995 - 1997
Skills
Product Marketing, Solution Selling, SaaS, Channel, Enterprise Software, Data Center, Direct Sales, Professional Services, VMware, Business Development, Sales Enablement, Sales Process, Virtualization, Product Management, Account Management, B2B Marketing, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Sales Operations, Managed Services, Channel Partners, Cold Calling, Management, Key Account Management, Sales Presentations, CRM, Software Industry, Strategy, Business Alliances, Complex Sales, Demand Generation, Sales, Selling
Education
San Francisco State University 1990 — 1992
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1990
Pinewood School, Thessaloniki GREECE 1985 — 1987
High School Diploma
IBM July 2010 - Present
Iron Mountain 2004 - 2009
ZANTAZ 2001 - 2004
E*TRADE Financial 1998 - 2001
Morgan Stanley Dean Witter 1995 - 1997
Skills
Product Marketing, Solution Selling, SaaS, Channel, Enterprise Software, Data Center, Direct Sales, Professional Services, VMware, Business Development, Sales Enablement, Sales Process, Virtualization, Product Management, Account Management, B2B Marketing, Cloud Computing, Strategic Partnerships, Go-to-market Strategy, Sales Operations, Managed Services, Channel Partners, Cold Calling, Management, Key Account Management, Sales Presentations, CRM, Software Industry, Strategy, Business Alliances, Complex Sales, Demand Generation, Sales, Selling
Education
San Francisco State University 1990 — 1992
BS, Business Administration
California Polytechnic State University-San Luis Obispo 1988 — 1990
Pinewood School, Thessaloniki GREECE 1985 — 1987
High School Diploma
Kris Heineman's Morgan Stanley Dean Witter Experience 2003 - 2003
Job Digital Content Strategies Manager
Industry Sports
Experience
TEN Sports & Entertainment May 2013 - Present
Transworld Media December 2012 - Present
Freedom Communications Inc. April 2009 - December 2012
Arden creative May 2008 - April 2009
My Charitable Life June 2008 - March 2009
Boost Mobile August 2007 - April 2008
RedsquareTV / FuelTV 2003 - 2007
Morgan Stanley Dean Witter 2003 - 2003
MTV Networks 2002 - 2003
NBC Sports 2002 - 2002
Skills
Digital Media, Interactive Media, Content Delivery..., Entrepreneurial Problem..., Community and Audience..., Television and..., Product and Media..., Digital and Mobile..., Digital and Mobile..., Cinema, Video, TV and..., Mobile Marketing, Community, Video, Media Marketing, Television, SEM, Photography, Publishing, Advertising, Film, Broadcast, Creative Direction, User Experience, Video Production, Marketing, Integrated Marketing, Google Analytics, WordPress, Social Media Marketing, Online Marketing, Social Media, Marketing Strategy, SEO, Blogging
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business
University of Colorado Boulder 1999 — 2002
B.S. Business, Management, Marketing
TEN Sports & Entertainment May 2013 - Present
Transworld Media December 2012 - Present
Freedom Communications Inc. April 2009 - December 2012
Arden creative May 2008 - April 2009
My Charitable Life June 2008 - March 2009
Boost Mobile August 2007 - April 2008
RedsquareTV / FuelTV 2003 - 2007
Morgan Stanley Dean Witter 2003 - 2003
MTV Networks 2002 - 2003
NBC Sports 2002 - 2002
Skills
Digital Media, Interactive Media, Content Delivery..., Entrepreneurial Problem..., Community and Audience..., Television and..., Product and Media..., Digital and Mobile..., Digital and Mobile..., Cinema, Video, TV and..., Mobile Marketing, Community, Video, Media Marketing, Television, SEM, Photography, Publishing, Advertising, Film, Broadcast, Creative Direction, User Experience, Video Production, Marketing, Integrated Marketing, Google Analytics, WordPress, Social Media Marketing, Online Marketing, Social Media, Marketing Strategy, SEO, Blogging
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business
University of Colorado Boulder 1999 — 2002
B.S. Business, Management, Marketing
John Nori's Morgan Stanley Dean Witter Experience August 1996 - April 1998
Job Midwest Financial Advisors
Industry Financial Services
Experience
Midwest Financial Advisors. Securities offered through SagePoint Financial September 2005 - Present
SagePoint Disclosures August 2005 - Present
Merrrill Lynch 1998 - 2005
Morgan Stanley Dean Witter August 1996 - April 1998
Skills
Retirement Planning
Education
Albion College 1991 — 1995
Lahser 1987 — 1991
Midwest Financial Advisors. Securities offered through SagePoint Financial September 2005 - Present
SagePoint Disclosures August 2005 - Present
Merrrill Lynch 1998 - 2005
Morgan Stanley Dean Witter August 1996 - April 1998
Skills
Retirement Planning
Education
Albion College 1991 — 1995
Lahser 1987 — 1991
DAVID PAGLIUGHI's Morgan Stanley Dean Witter Experience January 1999 - August 1999
Job Server@ARAMARK@Angel Stadium/HS Wrestling Coach
Industry Food & Beverages
Experience
Victor Valley USD June 2014 - Present
Morgan Stanley Dean Witter January 1999 - August 1999
Skills
Event Management, Event Planning, Customer Service, Team Building, Team Leadership, Fundraising, Coaching, Food, Leadership Development, Corporate Events, Catering, Sales, Hospitality, Entertainment, Trade Shows, Wrestling, Inventory Management, New Business Development, Account Management, Management, Leadership, Food & Beverage, Analysis, Strategic Thinking, Food Service, Public Relations, Marketing, Budgets, Marketing Strategy, Social Media, Social Media Marketing, Public Speaking, Strategic Planning, Time Management, Training, Retail, Sports
Education
American University - Kogod School of Business 1985 — 1989
sparta high school 1981 — 1983
college prep
Victor Valley USD June 2014 - Present
Morgan Stanley Dean Witter January 1999 - August 1999
Skills
Event Management, Event Planning, Customer Service, Team Building, Team Leadership, Fundraising, Coaching, Food, Leadership Development, Corporate Events, Catering, Sales, Hospitality, Entertainment, Trade Shows, Wrestling, Inventory Management, New Business Development, Account Management, Management, Leadership, Food & Beverage, Analysis, Strategic Thinking, Food Service, Public Relations, Marketing, Budgets, Marketing Strategy, Social Media, Social Media Marketing, Public Speaking, Strategic Planning, Time Management, Training, Retail, Sports
Education
American University - Kogod School of Business 1985 — 1989
sparta high school 1981 — 1983
college prep
Adam Zabon's Morgan Stanley Dean Witter Experience June 2001 - August 2002
Job Vice President Regulatory Audits & Inquiries at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Goldman Sachs December 2007 - January 2010
Goldman Sachs June 2005 - December 2007
Weshcott Walsh Associates April 2004 - June 2005
Morgan Stanley Dean Witter June 2001 - August 2002
Prudential Securities August 1999 - April 2001
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
MBA, Marketing
Washington University in St. Louis 1995 — 1999
BA, Psychology
Goldman Sachs 2010 - Present
Goldman Sachs December 2007 - January 2010
Goldman Sachs June 2005 - December 2007
Weshcott Walsh Associates April 2004 - June 2005
Morgan Stanley Dean Witter June 2001 - August 2002
Prudential Securities August 1999 - April 2001
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
MBA, Marketing
Washington University in St. Louis 1995 — 1999
BA, Psychology
Erez Biala's Morgan Stanley Dean Witter Experience 2001 - 2004
Job Managing Director, CoHead Global CDO Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Jefferies & Company August 2010 - Present
Barclays Capital September 2008 - July 2010
Lehman Brothers 2004 - 2008
Morgan Stanley Dean Witter 2001 - 2004
Education
Brown University 1998 — 2002
Bachelor of Science (B.Sc.), Applied Mathematics and Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
Alexander Perdomo's Morgan Stanley Dean Witter Experience July 2000 - December 2000
Job Business Analyst at Syn OilChem LLC
Industry Oil & Energy
Experience
Syn Oil-Chem, LLC August 2009 - Present
Babson College September 2007 - May 2009
Enkargo 2007 - 2009
Enkargo 2002 - 2007
MiPlan Recíproco, MiPlan, S.A. August 2001 - August 2002
Morgan Stanley Dean Witter July 2000 - December 2000
Tecnotrack Neumática del Centro, C.A July 1999 - September 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Masters of Business Administration
Universidad Simón Bolívar 1996 — 2001
Production Engineer
Colegio Emil Friedman 1994 — 1996
Berklee College of Music 1994 — 1994
American School of the Hague 1991 — 1994
Syn Oil-Chem, LLC August 2009 - Present
Babson College September 2007 - May 2009
Enkargo 2007 - 2009
Enkargo 2002 - 2007
MiPlan Recíproco, MiPlan, S.A. August 2001 - August 2002
Morgan Stanley Dean Witter July 2000 - December 2000
Tecnotrack Neumática del Centro, C.A July 1999 - September 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Masters of Business Administration
Universidad Simón Bolívar 1996 — 2001
Production Engineer
Colegio Emil Friedman 1994 — 1996
Berklee College of Music 1994 — 1994
American School of the Hague 1991 — 1994
Ryan Van Geons's Morgan Stanley Dean Witter Experience 2000 - 2001
Job Vice President Alternative Investments Product Consulting at Fidelity Investments (Fidelity Institutional)
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Greg Patrick's Morgan Stanley Dean Witter Experience February 1992 - January 1995
Job Marketing Director at American Green
Industry Management Consulting
Experience
American Green June 2014 - Present
G&G Holdings 1996 - Present
High School Football Coach 2002 - Present
Aether Systems, Inc. April 2000 - April 2002
CFL Hamilton Tiger-Cats February 1993 - December 1996
Morgan Stanley Dean Witter February 1992 - January 1995
CFL Calgary Stampeders August 1992 - July 1993
NFL Detroit Lions April 1991 - August 1992
Skills
Entrepreneurship, Customer Service, Sales Management, Direct Sales, Business Strategy, Team Building, Marketing, Small Business, Team Leadership, Strategic Planning, Sales, Marketing Strategy, Business Development, Leadership Development, Coaching, Business Planning, Social Networking, Public Speaking, Advertising, Investments, Strategic Partnerships, Lead Generation, Social Media, Football, Social Media Marketing, Event Management, Management, Leadership
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
St. Thomas Aquinas High School, Louisville, OH 1983 — 1987
Class Valedictorian
American Green June 2014 - Present
G&G Holdings 1996 - Present
High School Football Coach 2002 - Present
Aether Systems, Inc. April 2000 - April 2002
CFL Hamilton Tiger-Cats February 1993 - December 1996
Morgan Stanley Dean Witter February 1992 - January 1995
CFL Calgary Stampeders August 1992 - July 1993
NFL Detroit Lions April 1991 - August 1992
Skills
Entrepreneurship, Customer Service, Sales Management, Direct Sales, Business Strategy, Team Building, Marketing, Small Business, Team Leadership, Strategic Planning, Sales, Marketing Strategy, Business Development, Leadership Development, Coaching, Business Planning, Social Networking, Public Speaking, Advertising, Investments, Strategic Partnerships, Lead Generation, Social Media, Football, Social Media Marketing, Event Management, Management, Leadership
Education
Brown University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics
St. Thomas Aquinas High School, Louisville, OH 1983 — 1987
Class Valedictorian
Jon Mastrandrea's Morgan Stanley Dean Witter Experience 2002 - 2004
Job Executive Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
Gio D'angelo's Morgan Stanley Dean Witter Experience November 1996 - November 1997
Job Technical Analyst/Events Remote Technical Support at Time Inc.
Industry Computer Software
Experience
Time Inc. October 2013 - Present
Time Inc. January 2000 - January 2012
Credit Suisse First Boston December 1997 - December 1999
Morgan Stanley Dean Witter November 1996 - November 1997
New York City Transit April 1996 - October 1996
Skills
Windows, Mac, Content Management, OS X, Blackberry, Technical Support, Windows 7, Digital Media, Disaster Recovery, Vendor Management, iPad, Servers, IT Operations, Software Installation, Mac OS X, Hardware, Server Architecture, Active Directory, Unix, iPhone, System Deployment, Photoshop, Troubleshooting, Publishing, Computer Hardware, XP, CMS, BMC Remedy, Windows XP, Desktop Computers, Laptops, iPhone Support, VMware
Education
CompUSA Training Center 1997 — 1997
Windows System
Baruch College, City University of New York (CUNY)
Borough of Manhattan Community College
A.A.S., Computer Information Systems
Time Inc. October 2013 - Present
Time Inc. January 2000 - January 2012
Credit Suisse First Boston December 1997 - December 1999
Morgan Stanley Dean Witter November 1996 - November 1997
New York City Transit April 1996 - October 1996
Skills
Windows, Mac, Content Management, OS X, Blackberry, Technical Support, Windows 7, Digital Media, Disaster Recovery, Vendor Management, iPad, Servers, IT Operations, Software Installation, Mac OS X, Hardware, Server Architecture, Active Directory, Unix, iPhone, System Deployment, Photoshop, Troubleshooting, Publishing, Computer Hardware, XP, CMS, BMC Remedy, Windows XP, Desktop Computers, Laptops, iPhone Support, VMware
Education
CompUSA Training Center 1997 — 1997
Windows System
Baruch College, City University of New York (CUNY)
Borough of Manhattan Community College
A.A.S., Computer Information Systems
Phillip B. Ruggeiro, Jr.'s Morgan Stanley Dean Witter Experience February 1988 - January 1990
Job Vice President at Wedbush Morgan Securities
Industry Capital Markets
Experience
Wedbush Morgan Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - December 2000
O'Connor & Co. (Southwest Securities, Inc.) February 1993 - April 1999
CEG, Inc. January 1990 - February 1993
Morgan Stanley Dean Witter February 1988 - January 1990
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance
Loyola High School (Los Angeles, CA)
Wedbush Morgan Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - December 2000
O'Connor & Co. (Southwest Securities, Inc.) February 1993 - April 1999
CEG, Inc. January 1990 - February 1993
Morgan Stanley Dean Witter February 1988 - January 1990
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance
Loyola High School (Los Angeles, CA)
Cristina Peña Walls's Morgan Stanley Dean Witter Experience March 1998 - December 1998
Job Business Development Manager at HEB
Industry Retail
Experience
HEB September 2011 - Present
HEB May 2003 - September 2011
Consumer Products Transportation, Inc. May 1994 - November 2003
University of Texas at San Antonio January 2001 - May 2003
San Antonio Hispanic Chamber of Commerce January 1999 - January 2001
Morgan Stanley Dean Witter March 1998 - December 1998
Education
Texas A&M International University 1995 — 1997
MBA, International Trade & Logistics
Texas A&M University 1988 — 1993
BS, Recreation, Parks & Tourism Sciences
Brest Business School
Hochschule für Technik und Wirtschaft Berlin
Montpellier Business School
HEB September 2011 - Present
HEB May 2003 - September 2011
Consumer Products Transportation, Inc. May 1994 - November 2003
University of Texas at San Antonio January 2001 - May 2003
San Antonio Hispanic Chamber of Commerce January 1999 - January 2001
Morgan Stanley Dean Witter March 1998 - December 1998
Education
Texas A&M International University 1995 — 1997
MBA, International Trade & Logistics
Texas A&M University 1988 — 1993
BS, Recreation, Parks & Tourism Sciences
Brest Business School
Hochschule für Technik und Wirtschaft Berlin
Montpellier Business School
Elizabeth Sher's Morgan Stanley Dean Witter Experience November 1998 - December 2000
Job Producer,Social Media Professional, News Researcher, Director, Comic
Industry Education Management
Experience
Physician Practice February 2012 - Present
Sag-aftra 2012 - Present
Freelance Sales Presenter March 2011 - Present
Meetup Librarian Group 2008 - March 2013
Seido Karate 2007 - 2012
Yoga Works 2010 - 2010
Diller Quaile October 2008 - November 2009
HW wilson 2003 - 2006
NY Institute of Finance 2001 - 2001
Morgan Stanley Dean Witter November 1998 - December 2000
Skills
Television, Comedy, Theatre, Improvisation, Film, Social Media, Library, Library Science, Acting, Film Production, Music, Editing, Plays, Cataloging, Radio, Research, Copy Editing, Blogging, Feature Films, Teaching, Social Networking, Books, Library Instruction, Library Management, Library Research, Collection Development, Online Research, Information Management, Web 2.0, Improvisation Comedy, Film Acting, Periodical Indexing, Electronic Trading, Acting Coach, Karate Teaching, Business Periodical..., Financial Advice, Singing, Stand-Up Comedy, Casting, Libraries, Film and Television..., Counseling, Brand Ambassador
Education
City University of New York 2002 — 2006
Master's degree, Library and Information Science
New York Institute of Finance CFA Level 1 course 2001 — 2001
Magnet Theater
Level 1 and 2 Improvisation
Physician Practice February 2012 - Present
Sag-aftra 2012 - Present
Freelance Sales Presenter March 2011 - Present
Meetup Librarian Group 2008 - March 2013
Seido Karate 2007 - 2012
Yoga Works 2010 - 2010
Diller Quaile October 2008 - November 2009
HW wilson 2003 - 2006
NY Institute of Finance 2001 - 2001
Morgan Stanley Dean Witter November 1998 - December 2000
Skills
Television, Comedy, Theatre, Improvisation, Film, Social Media, Library, Library Science, Acting, Film Production, Music, Editing, Plays, Cataloging, Radio, Research, Copy Editing, Blogging, Feature Films, Teaching, Social Networking, Books, Library Instruction, Library Management, Library Research, Collection Development, Online Research, Information Management, Web 2.0, Improvisation Comedy, Film Acting, Periodical Indexing, Electronic Trading, Acting Coach, Karate Teaching, Business Periodical..., Financial Advice, Singing, Stand-Up Comedy, Casting, Libraries, Film and Television..., Counseling, Brand Ambassador
Education
City University of New York 2002 — 2006
Master's degree, Library and Information Science
New York Institute of Finance CFA Level 1 course 2001 — 2001
Magnet Theater
Level 1 and 2 Improvisation
VINNY GURNANI's Morgan Stanley Dean Witter Experience 2000 - 2003
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2003 - Present
Morgan Stanley Dean Witter 2000 - 2003
Education
Baruch College, City University of New York (CUNY)
BS, Finance
Merrill Lynch May 2003 - Present
Morgan Stanley Dean Witter 2000 - 2003
Education
Baruch College, City University of New York (CUNY)
BS, Finance
Rubin Zenn's Morgan Stanley Dean Witter Experience 1998 - 2000
Job Network Engineer
Industry Information Technology and Services
Experience
COBALTIX October 2010 - Present
Ecast August 2007 - August 2010
Comcast Spotlight May 2006 - April 2007
M*Modal formerly MedQuist February 2002 - April 2006
Xilinx 2001 - 2001
TelePacific Communications 2000 - 2001
Morgan Stanley Dean Witter 1998 - 2000
Skills
DNS, VMware, Servers, Active Directory, Windows Server, Firewalls, VMware ESX, Microsoft Exchange, Network Security, Cisco Technologies, Network Administration, Windows 7, DHCP, Network Engineering, OS X, VPN, Virtualization, System Administration, Disaster Recovery, Hyper-V, Wireless Networking, Linux System..., System Deployment, Cisco Routers, Technical Support, Cloud Computing, Networking, Troubleshooting, Data Center, SaaS, IT Consulting
Education
University of Kansas 1995 — 1997
Boise State University 1992 — 1993
COBALTIX October 2010 - Present
Ecast August 2007 - August 2010
Comcast Spotlight May 2006 - April 2007
M*Modal formerly MedQuist February 2002 - April 2006
Xilinx 2001 - 2001
TelePacific Communications 2000 - 2001
Morgan Stanley Dean Witter 1998 - 2000
Skills
DNS, VMware, Servers, Active Directory, Windows Server, Firewalls, VMware ESX, Microsoft Exchange, Network Security, Cisco Technologies, Network Administration, Windows 7, DHCP, Network Engineering, OS X, VPN, Virtualization, System Administration, Disaster Recovery, Hyper-V, Wireless Networking, Linux System..., System Deployment, Cisco Routers, Technical Support, Cloud Computing, Networking, Troubleshooting, Data Center, SaaS, IT Consulting
Education
University of Kansas 1995 — 1997
Boise State University 1992 — 1993
Laura Warshawsky's Morgan Stanley Dean Witter Experience 1988 - 1994
Job VP/Supervisory Analyst at Societe Generale
Industry Research
Experience
Societe Generale 2010 - Present
Banc of America Securities-Merrill Lynch October 1998 - September 2009
Banc of America Securities LLC October 1998 - January 2009
JP Morgan Securities LLC 1995 - 1998
Morgan Stanley Dean Witter 1988 - 1994
Dean Witter 1988 - 1994
Dean Witter Reynolds 1985 - 1994
Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities
Education
Baruch College, City University of New York (CUNY)
MBA, International Finance
Societe Generale 2010 - Present
Banc of America Securities-Merrill Lynch October 1998 - September 2009
Banc of America Securities LLC October 1998 - January 2009
JP Morgan Securities LLC 1995 - 1998
Morgan Stanley Dean Witter 1988 - 1994
Dean Witter 1988 - 1994
Dean Witter Reynolds 1985 - 1994
Skills
Equities, Analysis, Capital Markets, Equity Research, Investment Banking, Strategy, Series 7, Valuation, Securities
Education
Baruch College, City University of New York (CUNY)
MBA, International Finance
Kayadti Madison's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Asset Management 2013 - Present
BNY Mellon 2010 - 2013
Bear Stearns & Co. 1999 - 2009
Morgan Stanley Dean Witter 1997 - 1999
Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration, Finance
Morehouse College
BA, Accounting
JP Morgan Asset Management 2013 - Present
BNY Mellon 2010 - 2013
Bear Stearns & Co. 1999 - 2009
Morgan Stanley Dean Witter 1997 - 1999
Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2016
Master of Business Administration, Finance
Morehouse College
BA, Accounting
Susana Ng's Morgan Stanley Dean Witter Experience September 1997 - July 2000
Job Compliance Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Morgan Stanley Smith Barney 2009 - October 2012
Citi Smith Barney December 2003 - June 2009
Citi Smith Barney July 2000 - December 2003
Morgan Stanley Dean Witter September 1997 - July 2000
Skills
FINRA, Securities, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Business Management
Manhattan Center for Science and Mathematics
HS Diploma, Math and Science
St. Josephs School
Jeremiah Guthrey's Morgan Stanley Dean Witter Experience 1997 - 1998
Job currently seeking employment in finance
Industry Financial Services
Experience
managerAladino's PizzaOctober 1998 - September 2006
Morgan Stanley Dean Witter 1997 - 1998
Skills
Microsoft Excel, Accounting, Microsoft Word, Time Management, Financial Analysis, Team Building, Customer Satisfaction, Management
Education
California State University-East Bay 2008 — 2010
Bachelor, Business
Diablo Valley College 1996 — 1998
A.A., business
managerAladino's PizzaOctober 1998 - September 2006
Morgan Stanley Dean Witter 1997 - 1998
Skills
Microsoft Excel, Accounting, Microsoft Word, Time Management, Financial Analysis, Team Building, Customer Satisfaction, Management
Education
California State University-East Bay 2008 — 2010
Bachelor, Business
Diablo Valley College 1996 — 1998
A.A., business
AUDRIENNE (DEDE) WILLIAMS's Morgan Stanley Dean Witter Experience August 1993 - August 1996
Job Teacher/Trainer/Sales Insurance Professional
Industry Financial Services
Experience
ING 1988 - Present
ING August 1998 - January 2009
Merrill Lynch August 1996 - August 1998
Morgan Stanley Dean Witter August 1993 - August 1996
The Hartford August 1988 - August 1993
Education
Bryn Mawr College 1985 — 1988
CLU/ChFC, Financial
ING 1988 - Present
ING August 1998 - January 2009
Merrill Lynch August 1996 - August 1998
Morgan Stanley Dean Witter August 1993 - August 1996
The Hartford August 1988 - August 1993
Education
Bryn Mawr College 1985 — 1988
CLU/ChFC, Financial
Ilse Bohm's Morgan Stanley Dean Witter Experience 1995 - 1998
Job IT Project Manager / IT Business Analyst / IT Project Coordinator
Industry Information Technology and Services
Experience
SunGard Global Services March 2011 - August 2011
TIAA-CREF July 2010 - August 2011
Technical Adendum 1985 - November 2010
TIAA-CREF December 2003 - 2009
TIAA-CREF December 1998 - December 2003
Morgan Stanley Dean Witter 1995 - 1998
Nomura Research Institute 1993 - 1995
Computer Consulting Services 1990 - 1993
University of Cape Town 1983 - 1990
Skills
SDLC, Software Project..., PMO, PMP, Business Analysis, Project Management, Systems Analysis, Testing, Visio, MS Project, Software Documentation, SharePoint, Project Planning, Vendor Management, Quality Assurance, Analysis, Software Development, Program Management, Microsoft Project
Education
Central Piedmont Community College 2009 — 2009
ARM certification exam with IREM
Datatek
Certificate, Data Processing (COBOL)
New York Institue of Finance
Fundamentals of the Securities Industry I, Fundamentals of the Securities Industry I
Project Management Institute
PMP, Project Management Professional
Thomas Edison State College
BA, Computer Science
Trinity College (London)
LTCL, Licentiate in Piano Teaching
University of Cape Town
Information Systems Management Program, Information Systems Management Program
University of South Africa/Universiteit van Suid-Afrika
B.Sc, Quantative Management
University of South Africa/Universiteit van Suid-Afrika
Diploma, Datametrics
SunGard Global Services March 2011 - August 2011
TIAA-CREF July 2010 - August 2011
Technical Adendum 1985 - November 2010
TIAA-CREF December 2003 - 2009
TIAA-CREF December 1998 - December 2003
Morgan Stanley Dean Witter 1995 - 1998
Nomura Research Institute 1993 - 1995
Computer Consulting Services 1990 - 1993
University of Cape Town 1983 - 1990
Skills
SDLC, Software Project..., PMO, PMP, Business Analysis, Project Management, Systems Analysis, Testing, Visio, MS Project, Software Documentation, SharePoint, Project Planning, Vendor Management, Quality Assurance, Analysis, Software Development, Program Management, Microsoft Project
Education
Central Piedmont Community College 2009 — 2009
ARM certification exam with IREM
Datatek
Certificate, Data Processing (COBOL)
New York Institue of Finance
Fundamentals of the Securities Industry I, Fundamentals of the Securities Industry I
Project Management Institute
PMP, Project Management Professional
Thomas Edison State College
BA, Computer Science
Trinity College (London)
LTCL, Licentiate in Piano Teaching
University of Cape Town
Information Systems Management Program, Information Systems Management Program
University of South Africa/Universiteit van Suid-Afrika
B.Sc, Quantative Management
University of South Africa/Universiteit van Suid-Afrika
Diploma, Datametrics
Chris Merrell's Morgan Stanley Dean Witter Experience 1996 - 1998
Job Finance Professional
Industry Information Technology and Services
Experience
hibu - $1.8b multinational digital marketing solutions company July 2013 - March 2014
Hewlett-Packard 2012 - 2013
Hewlett-Packard 2010 - 2012
Hewlett-Packard 2005 - 2010
Hewlett-Packard 2000 - 2004
Hewlett-Packard 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Morgan Stanley Dean Witter 1994 - 1996
Morgan Stanley Dean Witter 1989 - 1994
Skills
Forecasting, Finance, Financial Modeling, Cross-functional Team..., Financial Analysis, Leadership, Accounting, Internal Controls, Pricing, Financial Accounting, Hyperion Planning, Essbase, Hyperion Enterprise, Budgets, Income Statement, Executive Reporting, Cognos, Analysis, General Ledger, P&L, Strategy, Financial Reporting, Management
Education
Brigham Young University
Master of Business Administration (M.B.A.), Finance, General
University of Utah
Bachelor of Arts (B.A.), Communication, General, Spanish
LDS Business College
Associate of Science (A.S.), Accounting
hibu - $1.8b multinational digital marketing solutions company July 2013 - March 2014
Hewlett-Packard 2012 - 2013
Hewlett-Packard 2010 - 2012
Hewlett-Packard 2005 - 2010
Hewlett-Packard 2000 - 2004
Hewlett-Packard 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Morgan Stanley Dean Witter 1994 - 1996
Morgan Stanley Dean Witter 1989 - 1994
Skills
Forecasting, Finance, Financial Modeling, Cross-functional Team..., Financial Analysis, Leadership, Accounting, Internal Controls, Pricing, Financial Accounting, Hyperion Planning, Essbase, Hyperion Enterprise, Budgets, Income Statement, Executive Reporting, Cognos, Analysis, General Ledger, P&L, Strategy, Financial Reporting, Management
Education
Brigham Young University
Master of Business Administration (M.B.A.), Finance, General
University of Utah
Bachelor of Arts (B.A.), Communication, General, Spanish
LDS Business College
Associate of Science (A.S.), Accounting
Beth Lathrop's Morgan Stanley Dean Witter Experience 1988 - 1989
Job None
Industry Accounting
Experience
American Express 1989 - 1990
Morgan Stanley Dean Witter 1988 - 1989
KPMG Peat Marwick 1983 - 1988
Oklahoma State University 1978 - 1979
Oklahoma state university 1978 - 1979
Education
The University of Chicago 1982 — 1984
ma, economics
University of St. Thomas 1980 — 1982
ba, accounting
Oklahoma State University 1976 — 1979
none, accounting
California State University-Monterey Bay
American Express 1989 - 1990
Morgan Stanley Dean Witter 1988 - 1989
KPMG Peat Marwick 1983 - 1988
Oklahoma State University 1978 - 1979
Oklahoma state university 1978 - 1979
Education
The University of Chicago 1982 — 1984
ma, economics
University of St. Thomas 1980 — 1982
ba, accounting
Oklahoma State University 1976 — 1979
none, accounting
California State University-Monterey Bay
Ewa Misiewicz's Morgan Stanley Dean Witter Experience August 1997 - August 1999
Job Accounting Professional
Industry Accounting
Experience
MarCap Investors, LP July 2007 - December 2008
CIBC World Markets August 1999 - March 2002
Morgan Stanley Dean Witter August 1997 - August 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
MarCap Investors, LP July 2007 - December 2008
CIBC World Markets August 1999 - March 2002
Morgan Stanley Dean Witter August 1997 - August 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Accounting
Fiona Dasuki's Morgan Stanley Dean Witter Experience 2001 - 2001
Job Financial Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2006 - Present
Prudential Financial 2002 - 2005
Morgan Stanley Dean Witter 2001 - 2001
Education
University of California, Los Angeles 2000 — 2002
BA, Economics
Foothill College 1999 — 2000
Baylor University 1998 — 1999
Prudential Financial 2006 - Present
Prudential Financial 2002 - 2005
Morgan Stanley Dean Witter 2001 - 2001
Education
University of California, Los Angeles 2000 — 2002
BA, Economics
Foothill College 1999 — 2000
Baylor University 1998 — 1999
Wilson Haro's Morgan Stanley Dean Witter Experience May 1996 - March 1998
Job Controller at Vector Capital
Industry Financial Services
Experience
Vector Capital February 2012 - Present
Morgan Stanley August 2010 - February 2012
Zephyr Management January 2003 - August 2010
JPMorgan Chase March 1998 - January 2003
Morgan Stanley Dean Witter May 1996 - March 1998
Skills
Fund Administration, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Valuation, Emerging Markets, US GAAP, Financial Analysis, Corporate Finance, Due Diligence, Accounting, Investments, Mergers, Fund Accounting, Strategy, Mergers, Financial Modeling, Equities, Asset Management, Alternative Investments
Education
City University of New York 1994 — 1996
Bachelor’s Degree, Accounting / Minor in Economics
Vector Capital February 2012 - Present
Morgan Stanley August 2010 - February 2012
Zephyr Management January 2003 - August 2010
JPMorgan Chase March 1998 - January 2003
Morgan Stanley Dean Witter May 1996 - March 1998
Skills
Fund Administration, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Valuation, Emerging Markets, US GAAP, Financial Analysis, Corporate Finance, Due Diligence, Accounting, Investments, Mergers, Fund Accounting, Strategy, Mergers, Financial Modeling, Equities, Asset Management, Alternative Investments
Education
City University of New York 1994 — 1996
Bachelor’s Degree, Accounting / Minor in Economics
Tana von Achen Ahlen's Morgan Stanley Dean Witter Experience July 1985 - May 2005
Job CFP®/APMA®/Financial Advisor/AVP @ McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial 2008 - Present
Eudora Chamber of Commerce 2000 - 2013
H & R Block Financial Advisors May 2005 - August 2008
Morgan Stanley Dean Witter July 1985 - May 2005
Education
College for Financial Planning 1990 — 1991
CFP®, Financial Planning and Services
Baker University 1970 — 1975
BA, Business, Economics, German
Ameriprise Financial Services, Inc. August 2008 - Present
McCaw & Associates, A Financial Advisory Practice at Ameriprise Financial 2008 - Present
Eudora Chamber of Commerce 2000 - 2013
H & R Block Financial Advisors May 2005 - August 2008
Morgan Stanley Dean Witter July 1985 - May 2005
Education
College for Financial Planning 1990 — 1991
CFP®, Financial Planning and Services
Baker University 1970 — 1975
BA, Business, Economics, German
Sandra Milne Rickard's Morgan Stanley Dean Witter Experience October 1988 - June 2003
Job Community Volunteer at Palo Alto
Industry Research
Experience
Palo Alto September 2007 - Present
Morgan Stanley Dean Witter October 1988 - June 2003
Education
Allegheny College 1955 — 1959
Bachelor of Arts (B.A.), Elementary Education and Teaching, English, Music
Swarthmore PA public schools K-12 1941 — 1955
Palo Alto September 2007 - Present
Morgan Stanley Dean Witter October 1988 - June 2003
Education
Allegheny College 1955 — 1959
Bachelor of Arts (B.A.), Elementary Education and Teaching, English, Music
Swarthmore PA public schools K-12 1941 — 1955
Jose Gil de Lamadrid's Morgan Stanley Dean Witter Experience February 2000 - November 2000
Job Managing Partner, BRIG Insurance Group
Industry Insurance
Experience
BRIG Insurance August 2011 - Present
EMCG Construction Corp. August 2010 - June 2011
Bayside Contractors Inc. June 2005 - March 2010
Lastra Development Inc. December 2000 - May 2005
Morgan Stanley Dean Witter February 2000 - November 2000
Skills
Management Consulting, Contract Negotiation, Strategic Planning, Performance Management, Organizational..., Construction, Business Development, Business Strategy, Leadership, Insurance, Account Management, Strategy, New Business Development, Analysis, Marketing Strategy, Mergers, Team Building, Customer Service, Marketing
Education
Florida International University 1998 — 2000
International Business
Miami Dade College
Business Administration and Management, General
San Diego State University-California State University
Social Psychology
Boston University
Finance, General
Universidad del Sagrado Corazón
Accounting and Finance
BRIG Insurance August 2011 - Present
EMCG Construction Corp. August 2010 - June 2011
Bayside Contractors Inc. June 2005 - March 2010
Lastra Development Inc. December 2000 - May 2005
Morgan Stanley Dean Witter February 2000 - November 2000
Skills
Management Consulting, Contract Negotiation, Strategic Planning, Performance Management, Organizational..., Construction, Business Development, Business Strategy, Leadership, Insurance, Account Management, Strategy, New Business Development, Analysis, Marketing Strategy, Mergers, Team Building, Customer Service, Marketing
Education
Florida International University 1998 — 2000
International Business
Miami Dade College
Business Administration and Management, General
San Diego State University-California State University
Social Psychology
Boston University
Finance, General
Universidad del Sagrado Corazón
Accounting and Finance
Dean Brier's Morgan Stanley Dean Witter Experience June 1987 - June 2004
Job Director, Global Head of Commodities Operations at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2004 - Present
Morgan Stanley Dean Witter June 1987 - June 2004
Education
Babson College 1983 — 1987
BS, Finance/Investments
Credit Suisse July 2004 - Present
Morgan Stanley Dean Witter June 1987 - June 2004
Education
Babson College 1983 — 1987
BS, Finance/Investments
John M. Cuccurullo, CPA, MBA, CGMA's Morgan Stanley Dean Witter Experience 1985 - 1988
Job Managing Director at Turning Point Financial Consulting LLC
Industry Management Consulting
Experience
Turning Point Financial Consulting LLC October 2013 - Present
Geneva Watch Group 2003 - October 2013
Midway Games 1997 - 2002
WMS Industries 1988 - 1997
Morgan Stanley Dean Witter 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Finance, Accounting, Forecasting, Tax, Treasury, Cash Management, Cash Flow Forecasting, Organizational..., Business Analysis, P&L Forecasting, Asset Based Lending, Financial Reporting, IT Management, Business Valuation, Financial Statements, Business Strategy, Mergers & Acquisitions, Budgets, Financial Analysis, Management, SEC Filings, Financial Modeling, Strategic Planning
Education
Benedictine University 1999 — 2000
MBA, Finance, General
St. Francis College 1979 — 1983
BS, Accounting
Bishop Ford Central Catholic 1975 — 1979
Turning Point Financial Consulting LLC October 2013 - Present
Geneva Watch Group 2003 - October 2013
Midway Games 1997 - 2002
WMS Industries 1988 - 1997
Morgan Stanley Dean Witter 1985 - 1988
KPMG Peat Marwick 1983 - 1985
Skills
Finance, Accounting, Forecasting, Tax, Treasury, Cash Management, Cash Flow Forecasting, Organizational..., Business Analysis, P&L Forecasting, Asset Based Lending, Financial Reporting, IT Management, Business Valuation, Financial Statements, Business Strategy, Mergers & Acquisitions, Budgets, Financial Analysis, Management, SEC Filings, Financial Modeling, Strategic Planning
Education
Benedictine University 1999 — 2000
MBA, Finance, General
St. Francis College 1979 — 1983
BS, Accounting
Bishop Ford Central Catholic 1975 — 1979
John David Barranco's Morgan Stanley Dean Witter Experience October 2005 - February 2009
Job Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
UBS March 2009 - Present
Morgan Stanley Dean Witter October 2005 - February 2009
Legg Mason November 1999 - October 2005
Education
Auburn University 1990 — 1995
BS Finance
Ashiq Shamsi's Morgan Stanley Dean Witter Experience June 2000 - June 2004
Job Principal/CFO SunNRgy Solutions
Industry Financial Services
Experience
SunNRgy Solutions October 2010 - Present
Prudential Investments November 2005 - October 2010
AIG June 2004 - November 2005
Morgan Stanley Dean Witter June 2000 - June 2004
Offitbank February 1999 - July 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Risk Management, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Risk, Financial Services, Investments, Options, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Valuation
Education
Brandeis University 1994 — 1998
BS, Economics
SunNRgy Solutions October 2010 - Present
Prudential Investments November 2005 - October 2010
AIG June 2004 - November 2005
Morgan Stanley Dean Witter June 2000 - June 2004
Offitbank February 1999 - July 2000
Skills
Hedge Funds, Financial Modeling, Private Equity, Bloomberg, Fixed Income, Risk Management, Asset Allocation, Mutual Funds, Equities, Alternative Investments, Asset Management, Finance, Financial Risk, Financial Services, Investments, Options, Portfolio Management, Securities, Strategic Financial..., Strategy, Trading, Valuation
Education
Brandeis University 1994 — 1998
BS, Economics
Maria Olavarria's Morgan Stanley Dean Witter Experience 1984 - 1997
Job Account Executive at InfinityHR
Industry Information Technology and Services
Experience
InfinityHR January 2010 - Present
Brown & Brown 2005 - 2010
Ceridian 2000 - 2005
Allstate Insurance 1998 - 2000
Morgan Stanley Dean Witter 1984 - 1997
Skills
Benefits Administration, Excel, Visio, Account Management, Employee Benefits, Insurance, PowerPoint, Microsoft Office, Outlook, Word, Strategic Planning, Process Improvement, Customer Relations
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Marketing
InfinityHR January 2010 - Present
Brown & Brown 2005 - 2010
Ceridian 2000 - 2005
Allstate Insurance 1998 - 2000
Morgan Stanley Dean Witter 1984 - 1997
Skills
Benefits Administration, Excel, Visio, Account Management, Employee Benefits, Insurance, PowerPoint, Microsoft Office, Outlook, Word, Strategic Planning, Process Improvement, Customer Relations
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Marketing
Ruby Augustin's Morgan Stanley Dean Witter Experience December 1998 - October 2000
Job Accounting Consultant
Industry Accounting
Experience
United Business Media September 2012 - Present
The New York Racing Association June 2012 - September 2012
Sterling National Bank September 2011 - June 2012
Nielsen Company February 2007 - September 2010
ADP Clearing and Outsourcing Services, Inc November 2000 - February 2007
Morgan Stanley Dean Witter December 1998 - October 2000
Skills
Journal Entries, Bank Reconciliation, Invoicing, Microsoft Excel, Outlook, Accounts Receivable, Accounting, General Ledger, Account Reconciliation, Auditing, ADP Payroll, Financial Statements, Internal Audit
Education
Adelphi University 2010 — 2012
Master of Business Administration (MBA)
State University of New York College at Old Westbury 1992 — 1997
accomplished a Bachelor's degree, Business Management and Accounting
United Business Media September 2012 - Present
The New York Racing Association June 2012 - September 2012
Sterling National Bank September 2011 - June 2012
Nielsen Company February 2007 - September 2010
ADP Clearing and Outsourcing Services, Inc November 2000 - February 2007
Morgan Stanley Dean Witter December 1998 - October 2000
Skills
Journal Entries, Bank Reconciliation, Invoicing, Microsoft Excel, Outlook, Accounts Receivable, Accounting, General Ledger, Account Reconciliation, Auditing, ADP Payroll, Financial Statements, Internal Audit
Education
Adelphi University 2010 — 2012
Master of Business Administration (MBA)
State University of New York College at Old Westbury 1992 — 1997
accomplished a Bachelor's degree, Business Management and Accounting
Manolis Liodakis's Morgan Stanley Dean Witter Experience 2000 - 2001
Job Partner, Arrowstreet Capital LLC
Industry Financial Services
Experience
Arrowstreet Capital August 2012 - Present
Citadel Investment Group October 2008 - January 2012
Citigroup June 2001 - October 2008
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Risk Management, Equities, Hedge Funds, Portfolio Optimization, Quantitative Investing, Asset Managment, Derivatives, Fixed Income, Quantitative Finance, Equity Research, Statistical Arbitrage, Bloomberg, Global Macro, Alternative Investments, Investments, Emerging Markets, Equity Trading, Asset Management, Asset Allocation, Quantitative Analytics, Trading, Trading Strategies, Market Risk, Financial Modeling, Trading Systems, Mutual Funds
Education
City University London 1996 — 1999
PhD, Finance
University of Birmingham 1995 — 1996
MBA, Finance
Athens University of Economics and Business 1990 — 1994
BSc, Economics & Business
Arrowstreet Capital August 2012 - Present
Citadel Investment Group October 2008 - January 2012
Citigroup June 2001 - October 2008
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Risk Management, Equities, Hedge Funds, Portfolio Optimization, Quantitative Investing, Asset Managment, Derivatives, Fixed Income, Quantitative Finance, Equity Research, Statistical Arbitrage, Bloomberg, Global Macro, Alternative Investments, Investments, Emerging Markets, Equity Trading, Asset Management, Asset Allocation, Quantitative Analytics, Trading, Trading Strategies, Market Risk, Financial Modeling, Trading Systems, Mutual Funds
Education
City University London 1996 — 1999
PhD, Finance
University of Birmingham 1995 — 1996
MBA, Finance
Athens University of Economics and Business 1990 — 1994
BSc, Economics & Business
Damian Ostertag's Morgan Stanley Dean Witter Experience August 1997 - July 2000
Job Partner/CoFounder at Utility Energy Solutions
Industry Utilities
Experience
Utility Energy Solutions October 2011 - Present
Solar Universe December 2010 - November 2011
Energy Resolutions February 2010 - December 2010
Web Genius September 2008 - December 2010
Napa Valley Unified School District August 2001 - June 2007
Morgan Stanley Dean Witter August 1997 - July 2000
Skills
Renewable Energy, Solar Energy, Energy Conservation, Energy, Start-ups, Business Development, Alternative Energy, Energy Efficiency, Energy Management, Strategic Planning, Energy Audits, Photovoltaics, Management, SEO, Entrepreneurship, New Business Development, Natural Gas, Training, Cleantech, Strategy, Contract Negotiation, Education, Sales, Sales Management, CRM, Utility Industry, Analysis, Video Production, Video Editing, Custom Remodeling, Construction, Demand Response, Consulting, Aerial Photography, UAV
Education
Adelphi University 1997 — 1999
Master's degree, Education
Adelphi University 1992 — 1997
Bachelor's degree, Sociology
Utility Energy Solutions October 2011 - Present
Solar Universe December 2010 - November 2011
Energy Resolutions February 2010 - December 2010
Web Genius September 2008 - December 2010
Napa Valley Unified School District August 2001 - June 2007
Morgan Stanley Dean Witter August 1997 - July 2000
Skills
Renewable Energy, Solar Energy, Energy Conservation, Energy, Start-ups, Business Development, Alternative Energy, Energy Efficiency, Energy Management, Strategic Planning, Energy Audits, Photovoltaics, Management, SEO, Entrepreneurship, New Business Development, Natural Gas, Training, Cleantech, Strategy, Contract Negotiation, Education, Sales, Sales Management, CRM, Utility Industry, Analysis, Video Production, Video Editing, Custom Remodeling, Construction, Demand Response, Consulting, Aerial Photography, UAV
Education
Adelphi University 1997 — 1999
Master's degree, Education
Adelphi University 1992 — 1997
Bachelor's degree, Sociology
Duane Elmer's Morgan Stanley Dean Witter Experience 1993 - 1996
Job Enterprise Consumer Credit Risk Executive at Bank of America
Industry Banking
Experience
Bank of America September 2015 - Present
Bank of America August 2014 - Present
Bank of America April 2014 - August 2014
Bank of America May 2012 - March 2014
MetLife Bank August 2010 - April 2012
Wells Fargo Home Mortgage March 2003 - August 2010
Venture Funded Startup 1999 - 2002
WellPoint (Anthem - RMHC & BC/BS of Colorado) 1998 - 1999
Ernst & Young 1996 - 1998
Morgan Stanley Dean Witter 1993 - 1996
Skills
Risk, Risk Management, Credit, Banking, Portfolio Management, Loans, Enterprise Risk..., Operational Risk, Risk Analysis, Credit Analysis, Risk Assessment, Risk Mitigation, Executive Management, Due Diligence, Operational Risk..., Mortgage Lending, Consumer Lending, Governance, Mergers, Forecasting, Underwriting, Credit Risk, Mortgage, Compliance, Fraud, Corporate Governance, Internal Controls, Compliance Management, Financial Risk, Basel II, Financial Modeling, Mortgage Banking, AML, Capital Markets
Education
Arizona State University 1989 — 1991
Masters, Accounting
Brigham Young University 1983 — 1986
B.S., Finance
Bank of America September 2015 - Present
Bank of America August 2014 - Present
Bank of America April 2014 - August 2014
Bank of America May 2012 - March 2014
MetLife Bank August 2010 - April 2012
Wells Fargo Home Mortgage March 2003 - August 2010
Venture Funded Startup 1999 - 2002
WellPoint (Anthem - RMHC & BC/BS of Colorado) 1998 - 1999
Ernst & Young 1996 - 1998
Morgan Stanley Dean Witter 1993 - 1996
Skills
Risk, Risk Management, Credit, Banking, Portfolio Management, Loans, Enterprise Risk..., Operational Risk, Risk Analysis, Credit Analysis, Risk Assessment, Risk Mitigation, Executive Management, Due Diligence, Operational Risk..., Mortgage Lending, Consumer Lending, Governance, Mergers, Forecasting, Underwriting, Credit Risk, Mortgage, Compliance, Fraud, Corporate Governance, Internal Controls, Compliance Management, Financial Risk, Basel II, Financial Modeling, Mortgage Banking, AML, Capital Markets
Education
Arizona State University 1989 — 1991
Masters, Accounting
Brigham Young University 1983 — 1986
B.S., Finance
Joshua Goldshlager's Morgan Stanley Dean Witter Experience 2004 - 2007
Job Financial Sales Professional
Industry Financial Services
Experience
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority January 2014 - May 2014
Allstate Financial Services, LLC 2010 - 2012
Chase Investment Services November 2008 - February 2010
Merrill Lynch February 2007 - November 2008
Morgan Stanley Dean Witter 2004 - 2007
Skills
Investments, Finance, Strategic Financial...
Education
Binghamton University 1998 — 2002
BA, Philosophy
Benjamin N. Cardozo School of Law, Yeshiva University
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority January 2014 - May 2014
Allstate Financial Services, LLC 2010 - 2012
Chase Investment Services November 2008 - February 2010
Merrill Lynch February 2007 - November 2008
Morgan Stanley Dean Witter 2004 - 2007
Skills
Investments, Finance, Strategic Financial...
Education
Binghamton University 1998 — 2002
BA, Philosophy
Benjamin N. Cardozo School of Law, Yeshiva University
Bryan Chu's Morgan Stanley Dean Witter Experience May 2006 - July 2007
Job Full Stack Developer
Industry Computer Software
Experience
Markit January 2014 - June 2015
Markit January 2012 - December 2013
Markit August 2010 - December 2011
Merrill Lynch July 2007 - August 2010
Morgan Stanley Dean Witter May 2006 - July 2007
Fidelity Investments October 2005 - May 2006
Skills
JavaScript, SQL, HTML, Databases, jQuery, CSS, VBA, Business Analysis, Database Design, Microsoft SQL Server, MySQL, SQL Server Management..., Derivatives, Fixed Income, express.js, Transact-SQL, Node.js, AngularJS
Education
Fullstack Academy of Code 2015 — 2015
Computer Software Engineering
General Assembly 2014 — 2014
Binghamton University 2002 — 2005
Bachelor of Science, Financial Economics
City University of New York-Baruch College 2001 — 2002
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Markit January 2014 - June 2015
Markit January 2012 - December 2013
Markit August 2010 - December 2011
Merrill Lynch July 2007 - August 2010
Morgan Stanley Dean Witter May 2006 - July 2007
Fidelity Investments October 2005 - May 2006
Skills
JavaScript, SQL, HTML, Databases, jQuery, CSS, VBA, Business Analysis, Database Design, Microsoft SQL Server, MySQL, SQL Server Management..., Derivatives, Fixed Income, express.js, Transact-SQL, Node.js, AngularJS
Education
Fullstack Academy of Code 2015 — 2015
Computer Software Engineering
General Assembly 2014 — 2014
Binghamton University 2002 — 2005
Bachelor of Science, Financial Economics
City University of New York-Baruch College 2001 — 2002
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Robin Hinckley's Morgan Stanley Dean Witter Experience September 2004 - September 2006
Job QS/RC Technician at STERIS Isomedix Services
Industry Medical Devices
Experience
STERIS Isomedix Services February 2012 - Present
AspenCross Financial Group June 2010 - June 2011
Sohn & Associates September 2007 - February 2010
Morgan Stanley Dean Witter September 2004 - September 2006
Education
Becker College 1989 — 1991
Associates, Sports Administration/Management
STERIS Isomedix Services February 2012 - Present
AspenCross Financial Group June 2010 - June 2011
Sohn & Associates September 2007 - February 2010
Morgan Stanley Dean Witter September 2004 - September 2006
Education
Becker College 1989 — 1991
Associates, Sports Administration/Management
Rick Leonhardt's Morgan Stanley Dean Witter Experience January 2000 - January 2003
Job Associate Faculty/Internship Director at Feather River College
Industry Financial Services
Experience
Feather River College January 2015 - Present
6L Asset Management, LLC May 2013 - Present
Leonhardt Ranch January 1993 - Present
Scottrade October 2012 - March 2013
Bright Trading, LLC April 2007 - October 2012
Plumas Bank December 2003 - December 2005
Morgan Stanley Dean Witter January 2000 - January 2003
Skills
Investments, Trading, Licensing, Financial Analysis, Retirement Planning, Portfolio Management, Options, Finance, Securities, Series 7, Mutual Funds, Equities, Investment Strategies, Investment Advisory
Education
Golden Gate University 2010 — 2011
MS, Finance, Investment Management
California State University-Chico 1988 — 1992
BS, Business Administration, management
Feather River College January 2015 - Present
6L Asset Management, LLC May 2013 - Present
Leonhardt Ranch January 1993 - Present
Scottrade October 2012 - March 2013
Bright Trading, LLC April 2007 - October 2012
Plumas Bank December 2003 - December 2005
Morgan Stanley Dean Witter January 2000 - January 2003
Skills
Investments, Trading, Licensing, Financial Analysis, Retirement Planning, Portfolio Management, Options, Finance, Securities, Series 7, Mutual Funds, Equities, Investment Strategies, Investment Advisory
Education
Golden Gate University 2010 — 2011
MS, Finance, Investment Management
California State University-Chico 1988 — 1992
BS, Business Administration, management
Benjamin Kay's Morgan Stanley Dean Witter Experience August 2003 - July 2006
Job Financial Macroeconomist
Industry Financial Services
Experience
US Treasury at Office of Financial Research (OFR) April 2012 - Present
UC San Diego August 2006 - April 2012
UC San Diego August 2006 - March 2012
Freelance 2001 - 2010
Morgan Stanley Dean Witter August 2003 - July 2006
Banc of America Securities July 2002 - July 2003
Mediacom July 2001 - May 2002
Neuberger Berman June 2000 - August 2000
Towers Watson June 1997 - August 1999
Skills
Economics, Econometrics, Macroeconomics, Financial Economics, Microeconomics, Statistics, Quantitative Analytics, Matlab, Python, Microsoft Excel, Stata, Linux, Risk Management, R, Time Series Analysis, Mathematica, Quantitative Finance, Fixed Income, Analysis, Statistical Modeling, Computational Economics, Housing Finance, MySQL, Systemic Risk and..., Market Microstructure
Education
University of California, San Diego 2010 — 2011
Ph.D.
University of California, San Diego 2008 — 2009
C.Phil
University of California, San Diego 2006 — 2008
M.A.
Carnegie Mellon University 1998 — 2002
B.S.
Stuyvesant High School
US Treasury at Office of Financial Research (OFR) April 2012 - Present
UC San Diego August 2006 - April 2012
UC San Diego August 2006 - March 2012
Freelance 2001 - 2010
Morgan Stanley Dean Witter August 2003 - July 2006
Banc of America Securities July 2002 - July 2003
Mediacom July 2001 - May 2002
Neuberger Berman June 2000 - August 2000
Towers Watson June 1997 - August 1999
Skills
Economics, Econometrics, Macroeconomics, Financial Economics, Microeconomics, Statistics, Quantitative Analytics, Matlab, Python, Microsoft Excel, Stata, Linux, Risk Management, R, Time Series Analysis, Mathematica, Quantitative Finance, Fixed Income, Analysis, Statistical Modeling, Computational Economics, Housing Finance, MySQL, Systemic Risk and..., Market Microstructure
Education
University of California, San Diego 2010 — 2011
Ph.D.
University of California, San Diego 2008 — 2009
C.Phil
University of California, San Diego 2006 — 2008
M.A.
Carnegie Mellon University 1998 — 2002
B.S.
Stuyvesant High School
Moira Turner's Morgan Stanley Dean Witter Experience June 2000 - August 2000
Job Senior Vice President at Cantor Fitzgerald
Industry Accounting
Experience
Cantor Fitzgerald March 2013 - Present
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald 2010 - Present
KPMG September 2005 - November 2010
David A. Levy CPA PC November 2001 - May 2005
UBS April 2001 - June 2001
Morgan Stanley Dean Witter June 2000 - August 2000
Education
Boston College 2001 — 2005
Accounting, Finance
Cantor Fitzgerald March 2013 - Present
Cantor Fitzgerald November 2010 - Present
Cantor Fitzgerald 2010 - Present
KPMG September 2005 - November 2010
David A. Levy CPA PC November 2001 - May 2005
UBS April 2001 - June 2001
Morgan Stanley Dean Witter June 2000 - August 2000
Education
Boston College 2001 — 2005
Accounting, Finance
Jordan Kamps's Morgan Stanley Dean Witter Experience January 2001 - May 2001
Job Manager at Bedrock LLC
Industry Online Media
Experience
Bedrock Slingers and Ground Solutions February 2003 - Present
Morgan Stanley Dean Witter January 2001 - May 2001
Skills
Sales, Budgets, Customer Service, Proposal Writing, Microsoft Office, Process Scheduler, Purchasing, Contract Negotiation, Project Planning, Green, Business Development, Construction, Residential Homes, Green Building, Contractors, Construction Management, Customer Satisfaction, Contract Management, Renovation, Negotiation, Project Coordination
Education
Calvin College 2000 — 2003
B.A., Business
Bedrock Slingers and Ground Solutions February 2003 - Present
Morgan Stanley Dean Witter January 2001 - May 2001
Skills
Sales, Budgets, Customer Service, Proposal Writing, Microsoft Office, Process Scheduler, Purchasing, Contract Negotiation, Project Planning, Green, Business Development, Construction, Residential Homes, Green Building, Contractors, Construction Management, Customer Satisfaction, Contract Management, Renovation, Negotiation, Project Coordination
Education
Calvin College 2000 — 2003
B.A., Business
Daphne Bloom's Morgan Stanley Dean Witter Experience January 2000 - February 2005
Job Technical Recruiter at TSS Inc
Industry Human Resources
Keith Kaminski's Morgan Stanley Dean Witter Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Maritime Capital, LLC March 2015 - Present
Kinetic Partners 2014 - 2015
AIFAM Inc. 2011 - 2014
United States Marine Corps 2006 - 2010
Citi Hedge Fund Services North America, Inc. 2005 - 2010
Morgan Stanley Dean Witter 2002 - 2005
Skills
Alternative Investments, Due Diligence, Accounting, Financial Statements, Staff Development, Operational Risk, Valuation, Hedge Funds
Education
Boston College 1998 — 2002
BS, Finance, Accounting
Maritime Capital, LLC March 2015 - Present
Kinetic Partners 2014 - 2015
AIFAM Inc. 2011 - 2014
United States Marine Corps 2006 - 2010
Citi Hedge Fund Services North America, Inc. 2005 - 2010
Morgan Stanley Dean Witter 2002 - 2005
Skills
Alternative Investments, Due Diligence, Accounting, Financial Statements, Staff Development, Operational Risk, Valuation, Hedge Funds
Education
Boston College 1998 — 2002
BS, Finance, Accounting
O'Brien Jeremiah's Morgan Stanley Dean Witter Experience January 1983 - June 2000
Job Owner at J.O.B. distribution
Industry Retail
Experience
J.O.B. distribution January 2009 - Present
Garden City Mortgage 2006 - 2008
Homebridge Mortgage Bank 2005 - 2006
Morgan Stanley Dean Witter January 1983 - June 2000
Skills
Customer Service, Loans, Retail, Leadership, Social Media Marketing, Social Media, Marketing
Education
Alfred University 2000 — 2002
BA, History
J.O.B. distribution January 2009 - Present
Garden City Mortgage 2006 - 2008
Homebridge Mortgage Bank 2005 - 2006
Morgan Stanley Dean Witter January 1983 - June 2000
Skills
Customer Service, Loans, Retail, Leadership, Social Media Marketing, Social Media, Marketing
Education
Alfred University 2000 — 2002
BA, History
John Michael McNeely's Morgan Stanley Dean Witter Experience July 1999 - October 2000
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors, LLC April 2001 - Present
Morgan Stanley Dean Witter July 1999 - October 2000
United States Chamber of Commerce January 1989 - June 1999
Salisbury Symphony Orchestra 1983 - 1993
Skills
Strategic Financial..., Over 15 years...
Education
Northwestern University 1987 — 1987
Graduate Studies in Music and Business
Appalachian State University 1973 — 1977
Bachelors of Fine Arts Cum Laude, Music
AXA Advisors, LLC April 2001 - Present
Morgan Stanley Dean Witter July 1999 - October 2000
United States Chamber of Commerce January 1989 - June 1999
Salisbury Symphony Orchestra 1983 - 1993
Skills
Strategic Financial..., Over 15 years...
Education
Northwestern University 1987 — 1987
Graduate Studies in Music and Business
Appalachian State University 1973 — 1977
Bachelors of Fine Arts Cum Laude, Music
Patrick Henderson's Morgan Stanley Dean Witter Experience December 1997 - April 1999
Job Dynamic Financial Services Professional
Industry Financial Services
Experience
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
Aldrick Charles Jr's Morgan Stanley Dean Witter Experience November 2000 - March 2003
Job Corporate Actions Specialist at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
J.P. Morgan March 2009 - Present
JPMorgan Chase September 2007 - November 2012
Bear Stearns March 2007 - July 2010
U.S. Clearing/ADP Clearing & Outsourcing Services, Inc March 2006 - March 2007
ADP January 2004 - March 2006
David Lerner Associates April 2003 - January 2004
Morgan Stanley Dean Witter November 2000 - March 2003
Skills
Bloomberg, Fixed Income, Corporate Actions, Securities, Middle Office, DTC, Mutual Funds, Bonds, Prime Brokerage, Global Custody, Hedge Funds, Banking
Education
American InterContinental University 2003 — 2005
Bachelors, Business Administration
American InterContinental University 2002 — 2005
Master of Business Administration, Accounting/Finance
Elliott Robertson's Morgan Stanley Dean Witter Experience January 1998 - January 2001
Job Banking Professional
Industry Banking
Experience
USBANK / USBANCORP January 2009 - October 2012
First Data Merchant Services 2012 - 2012
HUNTINGTON BANK / HUNTINGTON INVESTMENTS January 2006 - January 2009
NATIONAL CITY BANK / NATCITY INVESTMENTS January 2001 - January 2006
MORGAN STANLEY DEAN WITTER January 1998 - January 2001
Skills
Technical Analysis of..., Educator / Financial..., Public Speaking, Certified in Series 7,...
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
DAVID N. MYERS COLLEGE 2001 — 2002
Credits toward CFP, •Income Taxation, Financial Planning, & Estate Planning
Baldwin-Wallace College 1994 — 1998
Bachelor of Arts in Business, Finance & Political Science
USBANK / USBANCORP January 2009 - October 2012
First Data Merchant Services 2012 - 2012
HUNTINGTON BANK / HUNTINGTON INVESTMENTS January 2006 - January 2009
NATIONAL CITY BANK / NATCITY INVESTMENTS January 2001 - January 2006
MORGAN STANLEY DEAN WITTER January 1998 - January 2001
Skills
Technical Analysis of..., Educator / Financial..., Public Speaking, Certified in Series 7,...
Education
Indiana Wesleyan University 2010 — 2012
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
DAVID N. MYERS COLLEGE 2001 — 2002
Credits toward CFP, •Income Taxation, Financial Planning, & Estate Planning
Baldwin-Wallace College 1994 — 1998
Bachelor of Arts in Business, Finance & Political Science
Mary Katherine Higgins's Morgan Stanley Dean Witter Experience March 1998 - August 1999
Job Real Estate Professional
Industry Real Estate
Experience
Homemaker August 2014 - January 2015
Inventure Design January 2014 - August 2014
Crescent Real Estate June 2007 - March 2009
Crescent Real Estate Equities 2007 - 2009
CONSULTANTS/OFFICE TEAM December 1999 - November 2006
MORGAN STANLEY DEAN WITTER March 1998 - August 1999
Houston City Personnel June 1997 - March 1998
Skills
Budgets, Marketing, Accounts Payable, Administrative..., Invoicing, Accounts Receivable, Strategic Planning, Leadership, Negotiation, Public Speaking
Education
Art Institute of Houston
Associates Degree
Baylor University
Telecommunications
Homemaker August 2014 - January 2015
Inventure Design January 2014 - August 2014
Crescent Real Estate June 2007 - March 2009
Crescent Real Estate Equities 2007 - 2009
CONSULTANTS/OFFICE TEAM December 1999 - November 2006
MORGAN STANLEY DEAN WITTER March 1998 - August 1999
Houston City Personnel June 1997 - March 1998
Skills
Budgets, Marketing, Accounts Payable, Administrative..., Invoicing, Accounts Receivable, Strategic Planning, Leadership, Negotiation, Public Speaking
Education
Art Institute of Houston
Associates Degree
Baylor University
Telecommunications
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS