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
Jim Halferty Jim Halferty's Morgan Stanley Dean Witter Experience April 1994 - June 1995
Job Senior Instructional Designer/Developer at Pulte Mortgage
Industry E-Learning
Experience
Pulte Mortgage June 2006 - Present
Charles Schwab September 1999 - June 2006
Charles Schwab June 1995 - August 1999
Morgan Stanley Dean Witter April 1994 - June 1995
US Navy August 1982 - February 1994
Skills
ADDIE, Captivate, Instructional Design, Blended Learning, Adult Learning Theory, Lectora, Instructor-led Training, Hands-on Training, Organizational Learning, Learning Management, Training Delivery, Technical Writing, Leadership Development, Mentoring, Process Improvement, Learning Management..., Performance Consulting, Employee Training, Training, Needs Analysis, Training Videos, E-learning Development, Soft Skills, Online Training, Learning Solutions, Job Aids, Digital Photography, Photoshop, Curriculum Development, Technical Training, Course Development, Performance Improvement, Camtasia, Video Production, Human Performance, E-Learning
Education
University of Colorado at Denver 2003 — 2004
Certificate, Online Learning Environments
Colorado State University 1996 — 1998
MBA, Business Administration and Management, General
Oregon State University 1978 — 1982
BS, Business Administration - Management Concentration
South Eugene High School 1975 — 1978
Diploma
Pulte Mortgage June 2006 - Present
Charles Schwab September 1999 - June 2006
Charles Schwab June 1995 - August 1999
Morgan Stanley Dean Witter April 1994 - June 1995
US Navy August 1982 - February 1994
Skills
ADDIE, Captivate, Instructional Design, Blended Learning, Adult Learning Theory, Lectora, Instructor-led Training, Hands-on Training, Organizational Learning, Learning Management, Training Delivery, Technical Writing, Leadership Development, Mentoring, Process Improvement, Learning Management..., Performance Consulting, Employee Training, Training, Needs Analysis, Training Videos, E-learning Development, Soft Skills, Online Training, Learning Solutions, Job Aids, Digital Photography, Photoshop, Curriculum Development, Technical Training, Course Development, Performance Improvement, Camtasia, Video Production, Human Performance, E-Learning
Education
University of Colorado at Denver 2003 — 2004
Certificate, Online Learning Environments
Colorado State University 1996 — 1998
MBA, Business Administration and Management, General
Oregon State University 1978 — 1982
BS, Business Administration - Management Concentration
South Eugene High School 1975 — 1978
Diploma
PORTER DRAPER PORTER DRAPER's Morgan Stanley Dean Witter Experience December 1998 - February 2000
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
Kevin Fletcher Kevin Fletcher's Morgan Stanley Dean Witter Experience 1984 - 1987
Job Manufacturers' Representative Residential & Commercial Lighting
Industry Wholesale
Experience
Fletcher Lighting Resources Inc 1987 - Present
LifeLine Pilots August 2013 - Present
Angel Flight January 2005 - June 2010
Morgan Stanley Dean Witter 1984 - 1987
Education
Elmhurst College 1981 — 1984
BS, Business Administation, Finance & Economics
Priester Aviation Flight School 1981 — 1982
University of Dubuque - Iowa 1980 — 1981
Aviation Administration, Flight Training
Rolling Meadows High School 1978 — 1980
De La Salle High School - Chicago 1976 — 1978
Fletcher Lighting Resources Inc 1987 - Present
LifeLine Pilots August 2013 - Present
Angel Flight January 2005 - June 2010
Morgan Stanley Dean Witter 1984 - 1987
Education
Elmhurst College 1981 — 1984
BS, Business Administation, Finance & Economics
Priester Aviation Flight School 1981 — 1982
University of Dubuque - Iowa 1980 — 1981
Aviation Administration, Flight Training
Rolling Meadows High School 1978 — 1980
De La Salle High School - Chicago 1976 — 1978
Cynthia Albrecht, QKA, AIF, PPC Cynthia Albrecht, QKA, AIF, PPC's Morgan Stanley Dean Witter Experience January 1999 - September 2000
Job Vice President Retirement Plan Administration open to networking opportunities
Industry Financial Services
Experience
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Invisor Solutions June 2015 - Present
Verisight, Inc November 2014 - May 2015
Charles Schwab December 2008 - November 2014
The Standard July 2004 - November 2008
Morgan Stanley Dean Witter January 1999 - September 2000
Van Kampen Funds July 1987 - December 1998
Skills
Financial Services, Employee Benefits, Leadership, Defined Contribution, Benefits Administration, Project Management, Account Management, Qualified Retirement..., Salesforce.com, 401k, Profit Sharing, Training, Retirement Plan..., Retirement Plan..., Relationship Management, Process Improvement, Retirement Benefits, Finance, Pension Administration, Alternative Investments, Retirement, Retirement Planning, Employee Training, ERISA, Develop Operating..., Employee Engagement, Customer Engagement, Engagement Management, Employee Management, Employee Recognition, Employee Relations, Accurate Record Keeping, AIF, PPC, Hands-on Training, Legal Compliance, Compliance, Building Relationships, Manage Client..., Business Relationship..., Plant Design, Mutual Funds, Independent TPA, Independent Thinking, Work Well Independently, Ethical Leadership, Ownership, People Development, Inspiring People, Exceptional People...
Education
Texas State University-San Marcos 1983 — 1986
BS, Consumer Science
Concordia University 1980 — 1981
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
Morani Barrow Morani Barrow's Morgan Stanley Dean Witter Experience 2000 - 2004
Job Systems Engineer
Industry Information Technology and Services
Experience
Small Business Owners July 2009 - Present
Siemens, SIS 2007 - 2009
Siemens, SBS 2004 - 2007
Morgan Stanley Dean Witter 2000 - 2004
Cohen Library - The City College of The City University of New York 1998 - 2000
Skills
System Administration, Desktop Support, Applications Support, Application Development, Software Development, Active Directory, Technical Support, SharePoint
Education
City University of New York City College 1995 — 2000
Bachelor of Science (B.S.), Computer Science
Small Business Owners July 2009 - Present
Siemens, SIS 2007 - 2009
Siemens, SBS 2004 - 2007
Morgan Stanley Dean Witter 2000 - 2004
Cohen Library - The City College of The City University of New York 1998 - 2000
Skills
System Administration, Desktop Support, Applications Support, Application Development, Software Development, Active Directory, Technical Support, SharePoint
Education
City University of New York City College 1995 — 2000
Bachelor of Science (B.S.), Computer Science
Tricia Perkins-Metz Tricia Perkins-Metz's Morgan Stanley Dean Witter Experience September 1997 - March 1998
Job Full Time Student at Collin College
Industry Legal Services
Experience
TGM Sales August 2009 - December 2013
Armstrong The Law Firm July 2013 - July 2013
Morgan Stanley Dean Witter September 1997 - March 1998
Software Spectrum 1994 - 1996
Elder-Beerman 1989 - 1992
Skills
Microsoft Excel, Microsoft Word, Office Management, Critical Thinking, Negotiation, Strategic Planning, Sales, Highly detail oriented, Multi Tasking, Organization, Self-starter, Communication, Customer Service, Positive Personality, Ability to prioritize
Education
Collin County Community College 2015 — 2015
Certificate of Completion, Business Mediation
Collin County Community College 2013 — 2015
Associate's degree, Paralegal
Southern Ohio College 1986 — 1988
Associate's degree, Business Administration and Management, General
TGM Sales August 2009 - December 2013
Armstrong The Law Firm July 2013 - July 2013
Morgan Stanley Dean Witter September 1997 - March 1998
Software Spectrum 1994 - 1996
Elder-Beerman 1989 - 1992
Skills
Microsoft Excel, Microsoft Word, Office Management, Critical Thinking, Negotiation, Strategic Planning, Sales, Highly detail oriented, Multi Tasking, Organization, Self-starter, Communication, Customer Service, Positive Personality, Ability to prioritize
Education
Collin County Community College 2015 — 2015
Certificate of Completion, Business Mediation
Collin County Community College 2013 — 2015
Associate's degree, Paralegal
Southern Ohio College 1986 — 1988
Associate's degree, Business Administration and Management, General
Kevin Catlett's Morgan Stanley Dean Witter Experience January 2007 - April 2007
Job Associate at Deiss Law PC
Industry Law Practice
Experience
Deiss Law PC September 2014 - Present
Cottonwood Legal, LLC October 2012 - September 2014
Skordas, Caston & Hyde October 2011 - April 2013
Legal Defenders Association August 2011 - April 2012
Legal Aid Society of Salt Lake May 2011 - August 2011
State of Utah, Attorney General's Office May 2010 - February 2011
Simpson Thacher & Bartlett LLP June 2007 - July 2009
Morgan Stanley Dean Witter January 2007 - April 2007
Alliance Capital Management March 2005 - October 2005
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Securities Regulation, Bankruptcy, Criminal Law, Due Diligence, Securities, Private Equity, Lexis, Courts, Appeals
Education
University of Utah S.J. Quinney College of Law
JD, Law
Columbia University in the City of New York
A.B., History
University of Otago
Study Abroad, History
Albany Academy
High School
Loomis Chaffee
High School
Deiss Law PC September 2014 - Present
Cottonwood Legal, LLC October 2012 - September 2014
Skordas, Caston & Hyde October 2011 - April 2013
Legal Defenders Association August 2011 - April 2012
Legal Aid Society of Salt Lake May 2011 - August 2011
State of Utah, Attorney General's Office May 2010 - February 2011
Simpson Thacher & Bartlett LLP June 2007 - July 2009
Morgan Stanley Dean Witter January 2007 - April 2007
Alliance Capital Management March 2005 - October 2005
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Securities Regulation, Bankruptcy, Criminal Law, Due Diligence, Securities, Private Equity, Lexis, Courts, Appeals
Education
University of Utah S.J. Quinney College of Law
JD, Law
Columbia University in the City of New York
A.B., History
University of Otago
Study Abroad, History
Albany Academy
High School
Loomis Chaffee
High School
Eric Gebo Eric Gebo's Morgan Stanley Dean Witter Experience October 1996 - April 2001
Job Marketing / Creative Director
Industry Marketing and Advertising
Experience
P6 Media Inc March 2003 - Present
Save Electronics 2014 - Present
Dallas Christian Academy October 2013 - March 2015
Antic Productions May 2011 - January 2012
Citadel Broadcasting January 2003 - May 2004
RBC Dain Rauscher April 2001 - November 2002
Morgan Stanley Dean Witter October 1996 - April 2001
Clear Channel Communications June 1988 - October 1996
Skills
Advertising, Leadership, Marketing Strategy, Social Media, Marketing, Online Advertising, Digital Marketing, Direct Marketing, Creative Writing, Creative Direction, Creative Problem Solving, Radio Advertising, Print Management, Broadcast Television, Integrated Marketing, Broadcast, Radio, Television, Brand Development, Video Production, Strategy
Education
Columbia College Chicago 1988 — 1991
BA, Communication
Northern Illinois University
P6 Media Inc March 2003 - Present
Save Electronics 2014 - Present
Dallas Christian Academy October 2013 - March 2015
Antic Productions May 2011 - January 2012
Citadel Broadcasting January 2003 - May 2004
RBC Dain Rauscher April 2001 - November 2002
Morgan Stanley Dean Witter October 1996 - April 2001
Clear Channel Communications June 1988 - October 1996
Skills
Advertising, Leadership, Marketing Strategy, Social Media, Marketing, Online Advertising, Digital Marketing, Direct Marketing, Creative Writing, Creative Direction, Creative Problem Solving, Radio Advertising, Print Management, Broadcast Television, Integrated Marketing, Broadcast, Radio, Television, Brand Development, Video Production, Strategy
Education
Columbia College Chicago 1988 — 1991
BA, Communication
Northern Illinois University
Andrew Mallin Andrew Mallin's Morgan Stanley Dean Witter Experience August 2005 - February 2006
Job Geospatial Engineer at AASKI Technology
Industry Information Services
Experience
AASKI Technology September 2015 - Present
Verizon Wireless April 2013 - November 2014
US Drug Enforcement Administration January 2011 - April 2013
L-3 Communications April 2009 - November 2010
Woolpert July 2007 - April 2009
New York City Transit January 2006 - May 2007
Morgan Stanley Dean Witter August 2005 - February 2006
Town of Fairfield May 2004 - August 2005
Skills
Geography, GIS, Enterprise Architecture, Geomatics, ArcGIS, ArcGIS Server, ArcSDE, GPS, ArcPad, Trimble GPS, ERDAS Imagine, ENVI, Photogrammetry, Pictometry, Enterprise Software, Project Management, Sales Presentations, Google Earth Builder, Google Maps API, ArcGIS Online, ArcPy, R, ArcGIS Maps for Cognos, ArcGIS 3D Analyst, Public Speaking, Google Earth Pro, ArcInfo, ArcGIS Geostats, ArcGIS Network Analyst, ArcGIS Spatial Analyst, FME, ArcGIS Data..., VBS2, Terrain Modeling, ArcScene, Presagis Creator, Python, SQL, JavaScript, .NET, Apache, SAML, Organizational Design, Autodesk 3DS, MapInfo Professional, Smallworld, Idrisi, Microsoft SQL Server, Oracle Spatial, Cartography
Education
City University of New York-Hunter College 2005 — 2007
MA, Geography
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Geography
AASKI Technology September 2015 - Present
Verizon Wireless April 2013 - November 2014
US Drug Enforcement Administration January 2011 - April 2013
L-3 Communications April 2009 - November 2010
Woolpert July 2007 - April 2009
New York City Transit January 2006 - May 2007
Morgan Stanley Dean Witter August 2005 - February 2006
Town of Fairfield May 2004 - August 2005
Skills
Geography, GIS, Enterprise Architecture, Geomatics, ArcGIS, ArcGIS Server, ArcSDE, GPS, ArcPad, Trimble GPS, ERDAS Imagine, ENVI, Photogrammetry, Pictometry, Enterprise Software, Project Management, Sales Presentations, Google Earth Builder, Google Maps API, ArcGIS Online, ArcPy, R, ArcGIS Maps for Cognos, ArcGIS 3D Analyst, Public Speaking, Google Earth Pro, ArcInfo, ArcGIS Geostats, ArcGIS Network Analyst, ArcGIS Spatial Analyst, FME, ArcGIS Data..., VBS2, Terrain Modeling, ArcScene, Presagis Creator, Python, SQL, JavaScript, .NET, Apache, SAML, Organizational Design, Autodesk 3DS, MapInfo Professional, Smallworld, Idrisi, Microsoft SQL Server, Oracle Spatial, Cartography
Education
City University of New York-Hunter College 2005 — 2007
MA, Geography
The University of Connecticut 2000 — 2004
Bachelor of Arts (B.A.), Geography
Ronald T (R.T.) Sylvester's Morgan Stanley Dean Witter Experience March 2000 - December 2000
Job NACE Certified Coating Inspector Level 3 at NACE International
Industry Construction
Experience
NACE International November 2007 - Present
Pinellas Paint & Industrial Finishes, Inc. December 2000 - Present
Morgan Stanley Dean Witter March 2000 - December 2000
Skills
Contract Negotiation, Coatings, Strategic Planning, New Business Development, Negotiation, Sales, Team Building, Microsoft Excel, Sales Management, Budgets, Contract Management, Pipelines, Inspection, Financial Analysis, Microsoft Office, Marketing, Business Development, Project Management, Process Improvement, Account Management, Petroleum, PowerPoint, Project Planning, Construction, Operations Management
Education
Florida State University - College of Business 1998 — 2000
bachelors, Accounting
North Carolina State University 1996 — 1998
NACE International November 2007 - Present
Pinellas Paint & Industrial Finishes, Inc. December 2000 - Present
Morgan Stanley Dean Witter March 2000 - December 2000
Skills
Contract Negotiation, Coatings, Strategic Planning, New Business Development, Negotiation, Sales, Team Building, Microsoft Excel, Sales Management, Budgets, Contract Management, Pipelines, Inspection, Financial Analysis, Microsoft Office, Marketing, Business Development, Project Management, Process Improvement, Account Management, Petroleum, PowerPoint, Project Planning, Construction, Operations Management
Education
Florida State University - College of Business 1998 — 2000
bachelors, Accounting
North Carolina State University 1996 — 1998
Robert Healy Robert Healy's Morgan Stanley Dean Witter Experience April 1986 - April 2000
Job Managing Director at Bank of America
Industry Information Technology and Services
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
Bank of America January 2009 - Present
Merrill Lynch April 2005 - December 2008
Deutsche Bank August 2001 - February 2005
CS Technology April 2000 - August 2001
Morgan Stanley Dean Witter April 1986 - April 2000
Hoffman Maritime Consultants, Inc. July 1983 - April 1986
Skills
Management, Project Management, IT Strategy, Program Management, Infrastructure..., IT Service Management, Data Center, Strategic Planning, Mergers, Leadership, Mergers & Acquisitions, Strategy, IT Management, Market Data, Business Continuity, Change Management, Management Consulting, Private Equity, Disaster Recovery, SaaS, PMP, Cloud Computing, Integration, Enterprise Architecture, Outsourcing, ITIL, Business Analysis, Professional Services, Project Portfolio..., Start-ups, Trading Systems, Process Improvement, IT Operations, Business Process..., Infrastructure, Virtualization, Risk Management, Service Delivery, Financial Services, Product Management, Financial Modeling, Business Development, Portfolio Management, Business Strategy, Due Diligence, Managed Services, Security
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (M.B.A.), Finance
Webb Institute of Naval Architecture 1979 — 1983
BSc, Naval Architecture and Marine Engineering, Valedictorian
John Wade John Wade's Morgan Stanley Dean Witter Experience April 1992 - January 1997
Job AVP Financial Controller Global Emerging Markets Debt/RMBSAmericas at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2011 - Present
Deutsche Bank November 2010 - October 2011
AllianceBernstein February 1997 - November 2008
Morgan Stanley Dean Witter April 1992 - January 1997
Morgan Stanley Dean Witter May 1988 - March 1992
Skills
Fixed Income, Equities, Financial Analysis, Asset Managment, Capital Markets, Financial Modeling, Derivatives, Bloomberg, Investment Banking, Portfolio Management, Hedge Funds, Financial Reporting, Risk Management, Mutual Funds, Investments, Corporate Finance, Accounting, Sarbanes-Oxley Act, Business Analysis, Due Diligence, Alternative Investments, Asset Management, Trading, Securities, Financial Services, Management, Financial Risk
Education
City University of New York-College of Staten Island 2010 — 2012
MS, Business Management
City University of New York-College of Staten Island 1988 — 2010
BS, Business-Management - Minor in Marketing
Deutsche Bank October 2011 - Present
Deutsche Bank November 2010 - October 2011
AllianceBernstein February 1997 - November 2008
Morgan Stanley Dean Witter April 1992 - January 1997
Morgan Stanley Dean Witter May 1988 - March 1992
Skills
Fixed Income, Equities, Financial Analysis, Asset Managment, Capital Markets, Financial Modeling, Derivatives, Bloomberg, Investment Banking, Portfolio Management, Hedge Funds, Financial Reporting, Risk Management, Mutual Funds, Investments, Corporate Finance, Accounting, Sarbanes-Oxley Act, Business Analysis, Due Diligence, Alternative Investments, Asset Management, Trading, Securities, Financial Services, Management, Financial Risk
Education
City University of New York-College of Staten Island 2010 — 2012
MS, Business Management
City University of New York-College of Staten Island 1988 — 2010
BS, Business-Management - Minor in Marketing
Tim Milford's Morgan Stanley Dean Witter Experience May 2000 - August 2005
Job Owner/CEO, Flint Hills Financial LLC, LPL Financial
Industry Financial Services
Experience
DBA Flint Hills Financial LLC at LPL Financial July 2009 - Present
A. G. Edwards 2005 - June 2008
Morgan Stanley Dean Witter May 2000 - August 2005
Skills
Estate Planning, CERTIFIED FINANCIAL..., Tax-Advantaged Investing, Strategic Asset..., Retirement Planning, Financial Planning, Finance, Financial Services, Securities, 401k, Team Building, Management, Life Insurance, Strategic Planning
Education
Friends University 1993 — 1994
BS, Business
Kansas State University 1983 — 1987
Economics
Kingman
DBA Flint Hills Financial LLC at LPL Financial July 2009 - Present
A. G. Edwards 2005 - June 2008
Morgan Stanley Dean Witter May 2000 - August 2005
Skills
Estate Planning, CERTIFIED FINANCIAL..., Tax-Advantaged Investing, Strategic Asset..., Retirement Planning, Financial Planning, Finance, Financial Services, Securities, 401k, Team Building, Management, Life Insurance, Strategic Planning
Education
Friends University 1993 — 1994
BS, Business
Kansas State University 1983 — 1987
Economics
Kingman
Francesco Gamba Francesco Gamba's Morgan Stanley Dean Witter Experience April 1996 - January 1998
Job Chief Information Officer Americas Omnicom Media Group
Industry Marketing and Advertising
Experience
Omnicom Media Group January 2013 - Present
IPG Mediabrands June 2008 - December 2012
Re:Sources (Publicis Group, SA) February 2005 - June 2008
ZenithOptimedia July 2000 - February 2005
Initiative October 1998 - July 2000
Andersen Consulting January 1998 - October 1998
Morgan Stanley Dean Witter April 1996 - January 1998
Skills
Digital Marketing, Digital Strategy, Information Technology, Mac OS X, CSS, Media Buying, Analytics, Digital Media, Online Advertising, Vendor Management, OS X, Strategy, Mobile Marketing, Leadership, Integrated Marketing, Management, E-commerce, Business Strategy, CRM, Business Development, IT Strategy, Mobile Devices, Interactive Marketing
Education
City University of New York-College of Staten Island 1991 — 1995
Omnicom Media Group January 2013 - Present
IPG Mediabrands June 2008 - December 2012
Re:Sources (Publicis Group, SA) February 2005 - June 2008
ZenithOptimedia July 2000 - February 2005
Initiative October 1998 - July 2000
Andersen Consulting January 1998 - October 1998
Morgan Stanley Dean Witter April 1996 - January 1998
Skills
Digital Marketing, Digital Strategy, Information Technology, Mac OS X, CSS, Media Buying, Analytics, Digital Media, Online Advertising, Vendor Management, OS X, Strategy, Mobile Marketing, Leadership, Integrated Marketing, Management, E-commerce, Business Strategy, CRM, Business Development, IT Strategy, Mobile Devices, Interactive Marketing
Education
City University of New York-College of Staten Island 1991 — 1995
Lavanya Fischer Lavanya Fischer's Morgan Stanley Dean Witter Experience June 1999 - May 2001
Job Home Healthcare
Industry Hospital & Health Care
Experience
LivHOME August 2015 - Present
JANA Holdings LLC February 2008 - August 2015
Visiting Angels of Evanston October 2014 - July 2015
Creative Group, Inc. November 2012 - January 2014
Freelance Event Consultant 2006 - October 2012
Cooking and Hospitality Institute of Chicago July 2007 - July 2008
Morgan Stanley Dean Witter June 1999 - May 2001
American Center for Design July 1998 - December 1998
DG/mediatech May 1996 - July 1998
National Academy of Recording Arts and Sciences 1994 - 1995
Skills
Microsoft Office, Constant Contact, Quicken, Internet, Mac and PC proficient, Knowledge of various..., Event Planning, Meeting Planning, Specialty Events, Mac, Event Management, Advertising, Contract Negotiation, Customer Service, Management, Project Planning, Fundraising, Social Networking
Education
Cooking and Hospitality Institute of Chicago 2001 — 2002
AAS, Culinary Arts
San Francisco State University 1999 — 1999
Certificate in Meeting Management
Columbia College Chicago 1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
LivHOME August 2015 - Present
JANA Holdings LLC February 2008 - August 2015
Visiting Angels of Evanston October 2014 - July 2015
Creative Group, Inc. November 2012 - January 2014
Freelance Event Consultant 2006 - October 2012
Cooking and Hospitality Institute of Chicago July 2007 - July 2008
Morgan Stanley Dean Witter June 1999 - May 2001
American Center for Design July 1998 - December 1998
DG/mediatech May 1996 - July 1998
National Academy of Recording Arts and Sciences 1994 - 1995
Skills
Microsoft Office, Constant Contact, Quicken, Internet, Mac and PC proficient, Knowledge of various..., Event Planning, Meeting Planning, Specialty Events, Mac, Event Management, Advertising, Contract Negotiation, Customer Service, Management, Project Planning, Fundraising, Social Networking
Education
Cooking and Hospitality Institute of Chicago 2001 — 2002
AAS, Culinary Arts
San Francisco State University 1999 — 1999
Certificate in Meeting Management
Columbia College Chicago 1991 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Robert Bierman Robert Bierman's Morgan Stanley Dean Witter Experience November 1997 - October 1999
Job Owner of Skyline Property Management
Industry Real Estate
Experience
Skyline Property Management March 2014 - Present
Benchmark Real Estate Services October 2011 - March 2012
Windermere Cronin Caplan Realty Group February 2005 - October 2011
IMS Capital Management October 2002 - December 2004
Fidelity Investments October 1999 - August 2002
Morgan Stanley Dean Witter November 1997 - October 1999
Circuit City September 1991 - October 1997
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Investments, Sellers, Investors, Property, Single Family Homes, Sales
Education
Humboldt State University 1988 — 1991
Bachelor of Science, Business Administration; Marketing
Diablo Valley College 1986 — 1988
Associate of Arts
Skyline Property Management March 2014 - Present
Benchmark Real Estate Services October 2011 - March 2012
Windermere Cronin Caplan Realty Group February 2005 - October 2011
IMS Capital Management October 2002 - December 2004
Fidelity Investments October 1999 - August 2002
Morgan Stanley Dean Witter November 1997 - October 1999
Circuit City September 1991 - October 1997
Skills
Real Estate, Investment Properties, First Time Home Buyers, Negotiation, Investments, Sellers, Investors, Property, Single Family Homes, Sales
Education
Humboldt State University 1988 — 1991
Bachelor of Science, Business Administration; Marketing
Diablo Valley College 1986 — 1988
Associate of Arts
Marceyl Jones Marceyl Jones's Morgan Stanley Dean Witter Experience March 2000 - July 2002
Job Executive/Administrative Assistant at University of the Pacific, School of Dentistry
Industry Higher Education
Experience
University of the Pacific, School of Dentistry November 2014 - Present
University of the Pacific, School of Dentistry July 2012 - October 2014
University of the Pacific January 2006 - July 2012
Univeristy of the Pacific Student Store January 2006 - June 2007
Morgan Stanley Dean Witter March 2000 - July 2002
Skills
Administrative Support, Outlook, Administration, Office Management, Word, Time Management, Scheduling, Event Planning, Excel, Microsoft Office, Customer Service, Access, Event Management, Spreadsheets, Typing, PowerPoint, Higher Education, Microsoft Excel, Microsoft Word, Accounting, Data Entry, Nonprofits, Administrative..., Process Scheduler, Human Resources, Fundraising, Analysis, Facebook, Social Media, Teamwork, Social Networking, Critical Thinking, Management, Data Analysis, Community Outreach, Public Relations, Editing, Team Building, Volunteer Management, Training, Administrative...
Education
SFSU 2011 — 2011
Business, Management, Marketing, and Related Support Services
College of Marin 2000 — 2004
Business Management
University of the Pacific, School of Dentistry November 2014 - Present
University of the Pacific, School of Dentistry July 2012 - October 2014
University of the Pacific January 2006 - July 2012
Univeristy of the Pacific Student Store January 2006 - June 2007
Morgan Stanley Dean Witter March 2000 - July 2002
Skills
Administrative Support, Outlook, Administration, Office Management, Word, Time Management, Scheduling, Event Planning, Excel, Microsoft Office, Customer Service, Access, Event Management, Spreadsheets, Typing, PowerPoint, Higher Education, Microsoft Excel, Microsoft Word, Accounting, Data Entry, Nonprofits, Administrative..., Process Scheduler, Human Resources, Fundraising, Analysis, Facebook, Social Media, Teamwork, Social Networking, Critical Thinking, Management, Data Analysis, Community Outreach, Public Relations, Editing, Team Building, Volunteer Management, Training, Administrative...
Education
SFSU 2011 — 2011
Business, Management, Marketing, and Related Support Services
College of Marin 2000 — 2004
Business Management
Leslie Callan Leslie Callan's Morgan Stanley Dean Witter Experience 1995 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services, Inc. 2007 - 2009
Robert Half International/Cogo Wolf/Legend Merchant 2004 - 2007
Callan Associates, Inc. 2000 - 2004
Morgan Stanley Dean Witter 1995 - 1996
Individual, Inc. (acquired by Thomson Reuters) 1992 - 1994
Morgan Stanley Dean Witter 1989 - 1991
Education
University of San Francisco 2009 — 2011
MSFA, Finance
University of California, Berkeley 2009 — 2009
Finance, Calculus & Statistics
Golden Gate University 2008 — 2009
Finance, Finance, Accounting
San Francisco State University 1996 — 2002
MBA, International Business
UBS Financial Services, Inc. 2007 - 2009
Robert Half International/Cogo Wolf/Legend Merchant 2004 - 2007
Callan Associates, Inc. 2000 - 2004
Morgan Stanley Dean Witter 1995 - 1996
Individual, Inc. (acquired by Thomson Reuters) 1992 - 1994
Morgan Stanley Dean Witter 1989 - 1991
Education
University of San Francisco 2009 — 2011
MSFA, Finance
University of California, Berkeley 2009 — 2009
Finance, Calculus & Statistics
Golden Gate University 2008 — 2009
Finance, Finance, Accounting
San Francisco State University 1996 — 2002
MBA, International Business
Vanessa Jimenez (LION)'s Morgan Stanley Dean Witter Experience July 2005 - January 2009
Job Technical Staffing Specialist at Belcan TechServices
Industry Staffing and Recruiting
Experience
Belcan TechServices August 2015 - Present
Express Employment Professionals April 2013 - August 2015
PrincetonOne RPO January 2012 - February 2013
PrincetonOne RPO May 2011 - January 2012
LINCARE November 2010 - March 2011
Wabash Valley Long Term Disaster Recovery Coalition August 2009 - August 2010
Morgan Stanley Dean Witter July 2005 - January 2009
Skills
CPA, Controller, Big 4, Accounting Manager, Accounting, Finance, Manufacturing, Lean Manufacturing, Oncology, Hematology, Pharmaceutical Sales, Biotechnology, Hematologic Malignancies, Oracle E-Business Suite, Human Resources, Temporary Placement, Organizational..., Leadership, Resume Writing, Executive Search, Staffing Services, College Recruiting, Interviews, Benefits Negotiation, Cold Calling, Technical Recruiting, Internet Recruiting, Sales, Screening, Temporary Staffing, Training, Talent Acquisition, Personnel Management, Screening Resumes, Onboarding, Time Management, CareerBuilder, Sourcing, Permanent Placement, Taleo, Contract Recruitment, Recruitment Advertising, Employee Relations, Applicant Tracking..., Strategy, Employer Branding, New Hire Orientations, Job Descriptions, Workforce Planning, Hiring
Education
University of Central Lancashire 2003 — 2004
Indiana State University 2000 — 2004
Bachelor of Science, Psychology
Edge Hill College of Higher Education 2003 — 2003
Belcan TechServices August 2015 - Present
Express Employment Professionals April 2013 - August 2015
PrincetonOne RPO January 2012 - February 2013
PrincetonOne RPO May 2011 - January 2012
LINCARE November 2010 - March 2011
Wabash Valley Long Term Disaster Recovery Coalition August 2009 - August 2010
Morgan Stanley Dean Witter July 2005 - January 2009
Skills
CPA, Controller, Big 4, Accounting Manager, Accounting, Finance, Manufacturing, Lean Manufacturing, Oncology, Hematology, Pharmaceutical Sales, Biotechnology, Hematologic Malignancies, Oracle E-Business Suite, Human Resources, Temporary Placement, Organizational..., Leadership, Resume Writing, Executive Search, Staffing Services, College Recruiting, Interviews, Benefits Negotiation, Cold Calling, Technical Recruiting, Internet Recruiting, Sales, Screening, Temporary Staffing, Training, Talent Acquisition, Personnel Management, Screening Resumes, Onboarding, Time Management, CareerBuilder, Sourcing, Permanent Placement, Taleo, Contract Recruitment, Recruitment Advertising, Employee Relations, Applicant Tracking..., Strategy, Employer Branding, New Hire Orientations, Job Descriptions, Workforce Planning, Hiring
Education
University of Central Lancashire 2003 — 2004
Indiana State University 2000 — 2004
Bachelor of Science, Psychology
Edge Hill College of Higher Education 2003 — 2003
Mrs. Walters's Morgan Stanley Dean Witter Experience February 1998 - August 2000
Job Assistant Project Accountant at production glue llc
Industry Accounting
Experience
Sentry Security January 2014 - Present
production glue llc October 2013 - January 2014
Chelsea July 2011 - October 2013
Medgar Evers College of The City University of New York 2005 - 2011
Richards Accounting & Financial Services 2007 - 2009
St. Marks Transitional Housing June 2003 - September 2005
L&L Electic Subcontractor May 2000 - August 2003
Morgan Stanley Dean Witter February 1998 - August 2000
Skills
QuickBooks, Payroll, Bookkeeping, ADP Payroll, Journal Entries, Financial Accounting, Tax Preparation, Financial Reporting, GAAP, Microsoft Suite, Account Receivable..., Retail Sales Analysis, Credit Reports, Gross Profit Analysis, Credit Analysis, Reports, Data Analysis, Financial Analysis, Microsoft Excel, Wholesale Operations, Retail Sales, 1099 Preparation, 401k, Workers' Compensation..., MS Excel Pivot Tables, Yardi Voyager, Lacerte, Invoicing, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
CUNY Medgar Evers College 2008 — 2011
Bachelor's Degree, Accounting
Sentry Security January 2014 - Present
production glue llc October 2013 - January 2014
Chelsea July 2011 - October 2013
Medgar Evers College of The City University of New York 2005 - 2011
Richards Accounting & Financial Services 2007 - 2009
St. Marks Transitional Housing June 2003 - September 2005
L&L Electic Subcontractor May 2000 - August 2003
Morgan Stanley Dean Witter February 1998 - August 2000
Skills
QuickBooks, Payroll, Bookkeeping, ADP Payroll, Journal Entries, Financial Accounting, Tax Preparation, Financial Reporting, GAAP, Microsoft Suite, Account Receivable..., Retail Sales Analysis, Credit Reports, Gross Profit Analysis, Credit Analysis, Reports, Data Analysis, Financial Analysis, Microsoft Excel, Wholesale Operations, Retail Sales, 1099 Preparation, 401k, Workers' Compensation..., MS Excel Pivot Tables, Yardi Voyager, Lacerte, Invoicing, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
CUNY Medgar Evers College 2008 — 2011
Bachelor's Degree, Accounting
Jason G Ross, CFP® CRPC® Jason G Ross, CFP® CRPC®'s Morgan Stanley Dean Witter Experience June 2004 - June 2005
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc. January 2007 - Present
SunTrust Investment Services, Inc. July 2005 - December 2006
Morgan Stanley Dean Witter June 2004 - June 2005
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance
SunTrust Investment Services, Inc. January 2007 - Present
SunTrust Investment Services, Inc. July 2005 - December 2006
Morgan Stanley Dean Witter June 2004 - June 2005
Education
Georgia Southern University - College of Business Administration 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Sherry Bowden Sherry Bowden's Morgan Stanley Dean Witter Experience 1996 - 1999
Job Finance and Operations Executive with Treasury and Relationship Management Expertise
Industry Financial Services
Experience
Boy Scouts of America January 2014 - Present
State Street Corporation October 2007 - December 2013
Bank of America 2005 - 2007
LaSalle Bank, a subsidiary of ABN Amro 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
BP Amoco 1994 - 1996
Sanwa Business Credit Corporation 1987 - 1994
Continental Illinois National Bank 1985 - 1987
Skills
Strategy, Finance, Treasury Management, Portfolio Management, Forecasting, Strategic Planning, Financial Reporting, Capital Markets, Due Diligence, Investments, Loans, Funds Transfer Pricing, Commercial Banking, Analysis, Business Transformation, Relationship Management, Brand Management, Employee Engagement, Credit Analysis, Acquisitions and..., Corporate Finance, Management, Financial Services, Executive Management
Education
American Graduate School of International Management (Thunderbird)
MIM, Finance
Drury University
MBA, Business
The College of William and Mary
BA, Economics, French, Spanish
Rhode Island School of Design
Art Appraisal, Studio Art
Boy Scouts of America January 2014 - Present
State Street Corporation October 2007 - December 2013
Bank of America 2005 - 2007
LaSalle Bank, a subsidiary of ABN Amro 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
BP Amoco 1994 - 1996
Sanwa Business Credit Corporation 1987 - 1994
Continental Illinois National Bank 1985 - 1987
Skills
Strategy, Finance, Treasury Management, Portfolio Management, Forecasting, Strategic Planning, Financial Reporting, Capital Markets, Due Diligence, Investments, Loans, Funds Transfer Pricing, Commercial Banking, Analysis, Business Transformation, Relationship Management, Brand Management, Employee Engagement, Credit Analysis, Acquisitions and..., Corporate Finance, Management, Financial Services, Executive Management
Education
American Graduate School of International Management (Thunderbird)
MIM, Finance
Drury University
MBA, Business
The College of William and Mary
BA, Economics, French, Spanish
Rhode Island School of Design
Art Appraisal, Studio Art
Dawn Evola CFP ChFC Dawn Evola CFP ChFC's Morgan Stanley Dean Witter Experience January 1989 - January 2003
Job President at Lakeview Financial Consultants, Inc
Industry Financial Services
Experience
Lakeview Financial Consultants, Inc January 2014 - Present
FSC Securities/Michigan Financial Advisors January 2004 - January 2014
Morgan Stanley Dean Witter January 1989 - January 2003
E F Hutton January 1979 - January 1989
Skills
Series 7, Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Eastern Michigan University
University of Phoenix
Lakeview Financial Consultants, Inc January 2014 - Present
FSC Securities/Michigan Financial Advisors January 2004 - January 2014
Morgan Stanley Dean Witter January 1989 - January 2003
E F Hutton January 1979 - January 1989
Skills
Series 7, Investments, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Strategies
Education
Eastern Michigan University
University of Phoenix
Jaime Patterson Jaime Patterson's Morgan Stanley Dean Witter Experience March 1998 - January 2001
Job Stay at home mom
Industry Hospitality
Experience
University of Central Florida April 2004 - June 2013
Jungle Media Group, Inc. January 2001 - April 2004
Morgan Stanley Dean Witter March 1998 - January 2001
Skills
Recruiting, Program Management, Management, Budgets, Interviews, Market Research, Entrepreneurship, Project Planning, Advertising, Newsletters, Student Affairs, Higher Education, Admissions
Education
University of Central Florida - College of Business Administration 2005 — 2006
MBA
Cornell University 1993 — 1997
BS, Industrial and Labor Relations
University of Central Florida April 2004 - June 2013
Jungle Media Group, Inc. January 2001 - April 2004
Morgan Stanley Dean Witter March 1998 - January 2001
Skills
Recruiting, Program Management, Management, Budgets, Interviews, Market Research, Entrepreneurship, Project Planning, Advertising, Newsletters, Student Affairs, Higher Education, Admissions
Education
University of Central Florida - College of Business Administration 2005 — 2006
MBA
Cornell University 1993 — 1997
BS, Industrial and Labor Relations
Carol Cannon Savage Carol Cannon Savage's Morgan Stanley Dean Witter Experience 1996 - 1998
Job
Industry Accounting
Experience
SBM Management Services, LP March 2014 - February 2015
Essex County Parks, Recreation & Cultural Affairs 2012 - 2014
Citibank 2006 - 2011
Citigroup 2002 - 2006
Citigroup 2000 - 2004
Morgan Stanley Dean Witter 1996 - 1998
FHLBanks Office of Finance 1992 - 1996
Skills
Expense Control, Expense Management, Financial Analysis, Variance Analysis, General Ledger..., Invoice Processing, Expense Budgeting, Financial Modeling, Accounts Payable, Financial Accounting, Financial Reporting, Financial Control, Budgets, Financial Services, Program Management, Analysis, Strategy, Finance, Strategic Planning, Management, Managerial Finance, Banking, Accounting, Auditing, Leadership, Internal Audit, Internal Controls, Executive Management, Mergers & Acquisitions, Social Media Marketing, Financial Audits, Account Reconciliation
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
Howard University 1988 — 1992
BBA
Buchtel High School 1985 — 1988
SBM Management Services, LP March 2014 - February 2015
Essex County Parks, Recreation & Cultural Affairs 2012 - 2014
Citibank 2006 - 2011
Citigroup 2002 - 2006
Citigroup 2000 - 2004
Morgan Stanley Dean Witter 1996 - 1998
FHLBanks Office of Finance 1992 - 1996
Skills
Expense Control, Expense Management, Financial Analysis, Variance Analysis, General Ledger..., Invoice Processing, Expense Budgeting, Financial Modeling, Accounts Payable, Financial Accounting, Financial Reporting, Financial Control, Budgets, Financial Services, Program Management, Analysis, Strategy, Finance, Strategic Planning, Management, Managerial Finance, Banking, Accounting, Auditing, Leadership, Internal Audit, Internal Controls, Executive Management, Mergers & Acquisitions, Social Media Marketing, Financial Audits, Account Reconciliation
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA
Howard University 1988 — 1992
BBA
Buchtel High School 1985 — 1988
Tim Wesling Tim Wesling's Morgan Stanley Dean Witter Experience May 2003 - June 2006
Job Adjunct Faculty at Adjunct Faculty UMUC
Industry Financial Services
Experience
Adjunct Faculty UMUC February 2014 - Present
Alexandria Kiwanis Club October 2007 - Present
Wesling Financial Planning Services August 2006 - Present
Morgan Stanley Dean Witter May 2003 - June 2006
USAF 1982 - 2003
Skills
Strategic Financial...
Education
Virginia Commonwealth University 2002 — 2003
CFP, Financial Planning
U.S. Air Force Institute of Technology 1986 — 1987
MSAE, Astronautical Engineering
Georgia Institute of Technology 1978 — 1982
Bachelor of Aerospace Engineering
Adjunct Faculty UMUC February 2014 - Present
Alexandria Kiwanis Club October 2007 - Present
Wesling Financial Planning Services August 2006 - Present
Morgan Stanley Dean Witter May 2003 - June 2006
USAF 1982 - 2003
Skills
Strategic Financial...
Education
Virginia Commonwealth University 2002 — 2003
CFP, Financial Planning
U.S. Air Force Institute of Technology 1986 — 1987
MSAE, Astronautical Engineering
Georgia Institute of Technology 1978 — 1982
Bachelor of Aerospace Engineering
Robert (perl) Perlberg Robert (perl) Perlberg's Morgan Stanley Dean Witter Experience July 1987 - July 1999
Job Production Systems Administrator at Creative Group
Industry Computer Networking
Experience
Creative Group August 2009 - March 2012
Spontaneous November 2007 - January 2008
Manhattan Transfer NY 1999 - 2007
R!OT Manhattan 1999 - 2007
Manhattan Transfer Edit 1999 - 2007
Morgan Stanley Dean Witter July 1987 - July 1999
Resource Dynamics Inc. May 1981 - May 1987
Skills
C++, JavaScript, Perl, C, Unix Administration, Programming, Unix, Operating Systems, Troubleshooting, HTML, MySQL, Linux, Scripting, LAMP, Web Development, SQL, Databases, DHTML, System Administration, Software Development, Animation, Computer Animation, Web Applications
Education
City University of New York-Brooklyn College 1976 — 1981
Bachelor of Science (BS), Computer and Information Sciences, General
Creative Group August 2009 - March 2012
Spontaneous November 2007 - January 2008
Manhattan Transfer NY 1999 - 2007
R!OT Manhattan 1999 - 2007
Manhattan Transfer Edit 1999 - 2007
Morgan Stanley Dean Witter July 1987 - July 1999
Resource Dynamics Inc. May 1981 - May 1987
Skills
C++, JavaScript, Perl, C, Unix Administration, Programming, Unix, Operating Systems, Troubleshooting, HTML, MySQL, Linux, Scripting, LAMP, Web Development, SQL, Databases, DHTML, System Administration, Software Development, Animation, Computer Animation, Web Applications
Education
City University of New York-Brooklyn College 1976 — 1981
Bachelor of Science (BS), Computer and Information Sciences, General
John Lutz's Morgan Stanley Dean Witter Experience August 1998 - November 2000
Job Officer at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - August 2015
Mitsubishi UFJ Fund Services October 2013 - September 2014
Angelo, Gordon & Co. September 2012 - October 2013
Citco Fund Services January 2008 - January 2012
Citco Fund Services January 2006 - December 2007
Citco Fund Services August 2003 - December 2005
Deutsche Bank (acquired by State Street) February 2001 - August 2003
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds
Education
City University of New York-Herbert H. Lehman College
BA, Accounting
Bronx High School of Science
State Street Alternative Investment Solutions August 2015 - Present
International Fund Services (NA) LLC, A State Street Company October 2014 - August 2015
Mitsubishi UFJ Fund Services October 2013 - September 2014
Angelo, Gordon & Co. September 2012 - October 2013
Citco Fund Services January 2008 - January 2012
Citco Fund Services January 2006 - December 2007
Citco Fund Services August 2003 - December 2005
Deutsche Bank (acquired by State Street) February 2001 - August 2003
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Hedge Funds, Syndicated Loans, Fixed Income, Equities, Fund Administration, Fund Accounting, Financial Services, Fund Of Funds, Bloomberg, Swaps, Alternative Investments, Bonds, Corporate Actions, Investments, Forwards, Back Office, DTCC, Accounting, Private Equity, Financial Reporting, Equity Derivatives, Hedge Accounting, Managing Accounts, Finance, Credit Derivatives, Investran, Interest Rate..., MBS, SAS70, Hedge Fund Accounting, Geneva, Wall Street Office, Aexeo, Hedgetek, Managed Accounts, Back Office Operations, Repos, Futures, Quantitative Analysis, Revolvers, Distressed Debt, CLO, CMO, Hurdle Rates, NAV Allocations, SOC 1, Team Management, Position Reconciliation, Project Management, Mutual Funds
Education
City University of New York-Herbert H. Lehman College
BA, Accounting
Bronx High School of Science
Robert Zawadzkas's Morgan Stanley Dean Witter Experience April 1996 - December 1998
Job Lead Business Analyst Asset Management Tech at PNC
Industry Information Technology and Services
Experience
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
PNC June 2015 - Present
Automated Financial Systems, Inc. (AFS) April 2011 - May 2015
Morgan Stanley Smith Barney July 2010 - April 2011
JP Morgan Chase December 1999 - July 2010
Deutsche Bank January 1999 - December 1999
Morgan Stanley Dean Witter April 1996 - December 1998
MFS Investment Management April 1994 - March 1996
New England Financial March 1990 - February 1994
Skills
Testing, Analysis, Requirements Gathering, Process Improvement, Project Management, Business Requirements, Product Management, SDLC, Training, Vendor Management
Education
Clark University 1985 — 1989
BA, Economics
Horace Mann 1981 — 1985
Mark Martin-Williams's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Director of Corporate Administration at Inrange Systems
Industry Hospital & Health Care
Experience
INRange Systems July 2013 - Present
Alpine Bank August 2004 - July 2013
Charles Schwab 1999 - 2004
Morgan Stanley Dean Witter 1997 - 1999
Skills
Loans, Commercial Lending, Banking, Commercial Real Estate, Consumer Lending, Credit, Due Diligence, FHA, Finance, Financial Analysis, Financial Modeling, Investments, Lines Of Credit, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Small Business Lending, Wealth Management, Credit Analysis, Loan Origination, Strategic Financial..., Commercial Banking, Financial Services, Cash Management
Education
Graduate School of Banking at Colorado 2006 — 2008
University of Colorado at Denver 2001 — 2003
MBA
Colorado State University 1992 — 1996
BA, Literature
Torrey Pines High School 1988 — 1992
INRange Systems July 2013 - Present
Alpine Bank August 2004 - July 2013
Charles Schwab 1999 - 2004
Morgan Stanley Dean Witter 1997 - 1999
Skills
Loans, Commercial Lending, Banking, Commercial Real Estate, Consumer Lending, Credit, Due Diligence, FHA, Finance, Financial Analysis, Financial Modeling, Investments, Lines Of Credit, Mortgage Lending, Portfolio Management, Real Estate, Retail Banking, Small Business Lending, Wealth Management, Credit Analysis, Loan Origination, Strategic Financial..., Commercial Banking, Financial Services, Cash Management
Education
Graduate School of Banking at Colorado 2006 — 2008
University of Colorado at Denver 2001 — 2003
MBA
Colorado State University 1992 — 1996
BA, Literature
Torrey Pines High School 1988 — 1992
Jason P. Stubbings's Morgan Stanley Dean Witter Experience May 1999 - June 2001
Job Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2007 - Present
AG Edwards & Sons June 2001 - October 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k
Education
College of Charleston 1996 — 1999
Monroe Community College 1994 — 1996
Robert W. Baird & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2007 - Present
AG Edwards & Sons June 2001 - October 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k
Education
College of Charleston 1996 — 1999
Monroe Community College 1994 — 1996
Jim Tingler Jim Tingler's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Leveraging big data and predictive analytics to deliver business value to enterprise clients
Industry Computer Software
Experience
Infogix, Inc. September 2014 - Present
Actuate November 2012 - September 2014
EMC January 2009 - November 2012
Exstream Software by HP April 2007 - January 2009
CrossTec Corporation August 2004 - March 2007
Florida FTAA, Inc. July 2003 - July 2004
Morgan Stanley Dean Witter 1999 - 2000
Bear Stearns & Co 1997 - 1999
Skills
Conversational..., Solution Selling, Enterprise Software, Cloud Computing, SaaS, Channel, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Sales Management, Strategic Partnerships, Portuguese, Spanish, Sales, Management, New Business Development, Accessibility, Channel Partners, Marketing, Go-to-market Strategy, Lead Generation, Business Alliances, Software Industry, Pre-sales, Sales Enablement, CRM, Demand Generation, Selling
Education
Florida Atlantic University 2003 — 2005
Bachelors, International Business and Trade
Universitat Autònoma de Barcelona 2004 — 2004
Semester Abroad in Spain, Spanish
Florida State University 2000 — 2002
Associates, Business Management
Spanish River High 1996 — 2000
Infogix, Inc. September 2014 - Present
Actuate November 2012 - September 2014
EMC January 2009 - November 2012
Exstream Software by HP April 2007 - January 2009
CrossTec Corporation August 2004 - March 2007
Florida FTAA, Inc. July 2003 - July 2004
Morgan Stanley Dean Witter 1999 - 2000
Bear Stearns & Co 1997 - 1999
Skills
Conversational..., Solution Selling, Enterprise Software, Cloud Computing, SaaS, Channel, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Sales Management, Strategic Partnerships, Portuguese, Spanish, Sales, Management, New Business Development, Accessibility, Channel Partners, Marketing, Go-to-market Strategy, Lead Generation, Business Alliances, Software Industry, Pre-sales, Sales Enablement, CRM, Demand Generation, Selling
Education
Florida Atlantic University 2003 — 2005
Bachelors, International Business and Trade
Universitat Autònoma de Barcelona 2004 — 2004
Semester Abroad in Spain, Spanish
Florida State University 2000 — 2002
Associates, Business Management
Spanish River High 1996 — 2000
Enrique de la Vega Enrique de la Vega's Morgan Stanley Dean Witter Experience May 2004 - December 2004
Job Business Development Executive at W Hydrocolloids Inc.
Industry Food Production
Experience
W Hydrocolloids Inc. 2013 - Present
Breakwater Bistro 2010 - 2012
Cortrust Management March 2005 - December 2009
Morgan Stanley Dean Witter May 2004 - December 2004
DLV Investments January 2002 - April 2004
Abacus Securities Incorporated June 1996 - January 2002
PHILAM Mutual Fund Incorporated April 1994 - May 1996
Rhone Poulenc-Rorer March 1992 - December 1994
Skills
Marketing, Sales&Marketing, Managerial, Owner-managed businesses, Dependable Team Player
Education
De La Salle University 1987 — 1991
Bachelor's degree, Marketing/Marketing Management, General
W Hydrocolloids Inc. 2013 - Present
Breakwater Bistro 2010 - 2012
Cortrust Management March 2005 - December 2009
Morgan Stanley Dean Witter May 2004 - December 2004
DLV Investments January 2002 - April 2004
Abacus Securities Incorporated June 1996 - January 2002
PHILAM Mutual Fund Incorporated April 1994 - May 1996
Rhone Poulenc-Rorer March 1992 - December 1994
Skills
Marketing, Sales&Marketing, Managerial, Owner-managed businesses, Dependable Team Player
Education
De La Salle University 1987 — 1991
Bachelor's degree, Marketing/Marketing Management, General
Carmen Kohn's Morgan Stanley Dean Witter Experience August 1994 - August 1997
Job Owner of CK Choice Fitness
Industry Health, Wellness and Fitness
Experience
CK Choice Fitness 2011 - Present
Xcelerated Results January 2012 - January 2015
Bear Stearns August 1997 - December 1999
Morgan Stanley Dean Witter August 1994 - August 1997
KPMG US September 1989 - August 1994
Skills
Personal Training, Financial Reporting, Wellness Coaching, Boot Camp, Weight, Endurance, Strength Training, Fitness Training, Wellness, Fitness, Nutrition, Nutritional Counseling, Functional Training, Weight Training, Lifestyle, Coaching
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-New York
BBA, Public Accounting
CK Choice Fitness 2011 - Present
Xcelerated Results January 2012 - January 2015
Bear Stearns August 1997 - December 1999
Morgan Stanley Dean Witter August 1994 - August 1997
KPMG US September 1989 - August 1994
Skills
Personal Training, Financial Reporting, Wellness Coaching, Boot Camp, Weight, Endurance, Strength Training, Fitness Training, Wellness, Fitness, Nutrition, Nutritional Counseling, Functional Training, Weight Training, Lifestyle, Coaching
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
Pace University-New York
BBA, Public Accounting
Emmett Towey's Morgan Stanley Dean Witter Experience 1994 - 1997
Job Managing Director, Partner Private Wealth Advisor at HighTower
Industry Investment Banking
Experience
HighTower January 2015 - Present
UBS Financial Services August 2007 - January 2015
Smith Barney 1997 - 2007
Morgan Stanley Dean Witter 1994 - 1997
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Hedge Funds, Equities, Series 63, Financial Services, Financial Analysis, Alternative Investments, Capital Markets
Education
Florida Southern College 1988 — 1992
BS, Business, sociology
Loyola 1983 — 1987
High School diploma
HighTower January 2015 - Present
UBS Financial Services August 2007 - January 2015
Smith Barney 1997 - 2007
Morgan Stanley Dean Witter 1994 - 1997
Skills
Fixed Income, Investments, Portfolio Management, Series 7, Hedge Funds, Equities, Series 63, Financial Services, Financial Analysis, Alternative Investments, Capital Markets
Education
Florida Southern College 1988 — 1992
BS, Business, sociology
Loyola 1983 — 1987
High School diploma
Alex Palumbo Alex Palumbo's Morgan Stanley Dean Witter Experience June 2002 - September 2004
Job Database Administrator at Tegna
Industry Information Technology and Services
Experience
TEGNA (formerly Gannett) July 2015 - Present
Gannett March 2015 - July 2015
Gannett March 2013 - March 2015
Gannett September 2011 - February 2013
UBS Financial Services June 2010 - August 2011
Bertucci's Brick-Oven Ristorante June 2006 - June 2011
Bluewater Financial Partners June 2009 - September 2009
Commercial Funding Group May 2008 - January 2009
Chima Brazilian Steakhouse November 2006 - April 2007
Morgan Stanley Dean Witter June 2002 - September 2004
Skills
VBA, BPC, Excel, SharePoint Designer, Java, POV-Ray (The..., Moray (A Wireframe..., 3D Studio Max, Poser, Access, Microsoft Excel, SQL, HTML, Photoshop, Dreamweaver, Adobe Acrobat, Microsoft Office, Analysis, Outlook, Visual Basic, CRM, Database Administration, Information Technology, SharePoint
Education
George Mason University 2006 — 2010
BA, Economics
TEGNA (formerly Gannett) July 2015 - Present
Gannett March 2015 - July 2015
Gannett March 2013 - March 2015
Gannett September 2011 - February 2013
UBS Financial Services June 2010 - August 2011
Bertucci's Brick-Oven Ristorante June 2006 - June 2011
Bluewater Financial Partners June 2009 - September 2009
Commercial Funding Group May 2008 - January 2009
Chima Brazilian Steakhouse November 2006 - April 2007
Morgan Stanley Dean Witter June 2002 - September 2004
Skills
VBA, BPC, Excel, SharePoint Designer, Java, POV-Ray (The..., Moray (A Wireframe..., 3D Studio Max, Poser, Access, Microsoft Excel, SQL, HTML, Photoshop, Dreamweaver, Adobe Acrobat, Microsoft Office, Analysis, Outlook, Visual Basic, CRM, Database Administration, Information Technology, SharePoint
Education
George Mason University 2006 — 2010
BA, Economics
Scott A. Orr's Morgan Stanley Dean Witter Experience April 1987 - September 2005
Job Senior Vice President, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Jason Barrett Jason Barrett's Morgan Stanley Dean Witter Experience 1998 - 2002
Job Executive Director Head of Renewable Energy Finance and Investments
Industry Renewables & Environment
Experience
GAF April 2015 - Present
Sol-Wind Renewable Power February 2013 - Present
Paladin Strategic Partners 2009 - February 2013
Merrill Lynch 2006 - 2009
Credit Suisse 2004 - 2006
Fannie Mae 2002 - 2004
Morgan Stanley Dean Witter 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
Howard University 1988 — 1992
BBA, Finance
GAF April 2015 - Present
Sol-Wind Renewable Power February 2013 - Present
Paladin Strategic Partners 2009 - February 2013
Merrill Lynch 2006 - 2009
Credit Suisse 2004 - 2006
Fannie Mae 2002 - 2004
Morgan Stanley Dean Witter 1998 - 2002
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Finance
Howard University 1988 — 1992
BBA, Finance
Daniel Heeren, CFA® Daniel Heeren, CFA®'s Morgan Stanley Dean Witter Experience August 1998 - June 2003
Job Advisory Operations Manager & Performance Analyst at Independent Portfolio Consultants
Industry Financial Services
Experience
Independent Portfolio Consultants July 2003 - Present
Morgan Stanley Dean Witter August 1998 - June 2003
The Bombay Company April 1993 - January 1998
Skills
Fiserv Security APL, Security Analysis, Managerial Finance, Finance, Training, Economics, Analytical Skills, Asset Allocation, Mutual Funds, Securities, Equities, Series 7, Asset Managment, Investments, Portfolio Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Hedge Funds, Investment Management, ETFs, Wealth Management, Alternative Investments
Education
Florida Atlantic University 1992 — 1993
Bachelor of Science, Business Administration
Nova Southeastern University 1990 — 1992
Bachelor of Science, Economics
Plantation High School 1984 — 1988
Independent Portfolio Consultants July 2003 - Present
Morgan Stanley Dean Witter August 1998 - June 2003
The Bombay Company April 1993 - January 1998
Skills
Fiserv Security APL, Security Analysis, Managerial Finance, Finance, Training, Economics, Analytical Skills, Asset Allocation, Mutual Funds, Securities, Equities, Series 7, Asset Managment, Investments, Portfolio Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Hedge Funds, Investment Management, ETFs, Wealth Management, Alternative Investments
Education
Florida Atlantic University 1992 — 1993
Bachelor of Science, Business Administration
Nova Southeastern University 1990 — 1992
Bachelor of Science, Economics
Plantation High School 1984 — 1988
Joseph Pickrell Joseph Pickrell's Morgan Stanley Dean Witter Experience 2000 - 2005
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Amerprise Financial Services Inc. January 2005 - Present
Morgan Stanley Dean Witter 2000 - 2005
Education
Daniel Webster College 1987 — 1991
B.S., Aviaition/Business Management
Cape Elizabeth High School 1982 — 1986
Amerprise Financial Services Inc. January 2005 - Present
Morgan Stanley Dean Witter 2000 - 2005
Education
Daniel Webster College 1987 — 1991
B.S., Aviaition/Business Management
Cape Elizabeth High School 1982 — 1986
Claudina Osborne, MPA/FINANCE Claudina Osborne, MPA/FINANCE's Morgan Stanley Dean Witter Experience February 2002 - September 2003
Job Financial Analyst/Mutual Fund Accountant
Industry Financial Services
Experience
Associated Press September 2008 - October 2014
Vendor Compliance Solutions November 2012 - December 2013
Taylor Capitol Inc. May 2011 - October 2012
Enterprise Florida INC., Orlando, FL August 2010 - November 2010
Neuberger Berman, A Lehman Brothers Co. April 2004 - June 2008
Morgan Stanley Dean Witter February 2002 - September 2003
Skills
Financial Analysis, Mutual Funds, Finance, Accounting, Risk Management, Banking, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Portfolio Management, Microsoft Office
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Evaluation
Long Island University, Brooklyn Campus 1998 — 2000
Masters, Public Administration/Finance
City University of New York-Herbert H. Lehman College 1990 — 1994
BS, Health Services Administration, Accounting
Associated Press September 2008 - October 2014
Vendor Compliance Solutions November 2012 - December 2013
Taylor Capitol Inc. May 2011 - October 2012
Enterprise Florida INC., Orlando, FL August 2010 - November 2010
Neuberger Berman, A Lehman Brothers Co. April 2004 - June 2008
Morgan Stanley Dean Witter February 2002 - September 2003
Skills
Financial Analysis, Mutual Funds, Finance, Accounting, Risk Management, Banking, Account Reconciliation, Accounts Receivable, Accounts Payable, General Ledger, Portfolio Management, Microsoft Office
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Evaluation
Long Island University, Brooklyn Campus 1998 — 2000
Masters, Public Administration/Finance
City University of New York-Herbert H. Lehman College 1990 — 1994
BS, Health Services Administration, Accounting
Barbara Newman's Morgan Stanley Dean Witter Experience November 1999 - December 2002
Job VP, Communications at Lehman Brothers, Neuberger Berman
Industry Events Services
Experience
Lehman Brothers, Neuberger Berman May 2007 - April 2008
Cantor Fitzgerald April 2006 - April 2007
Martha Stewart Living Omnimedia June 2005 - June 2006
Paul Hastings February 2004 - May 2005
Jack Morton Worldwide January 2003 - January 2004
Disney 2001 - 2003
Morgan Stanley Dean Witter November 1999 - December 2002
Hearst 1997 - 1998
BBDO May 1995 - May 1996
N W Ayer 1994 - 1995
Skills
Corporate Communications, Management, Advertising, Marketing Communications, Newsletters, Marketing Strategy, Strategic Communications, Strategic Planning, Strategy, Talent Management
Education
Cornell University
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Scarsdale
Lehman Brothers, Neuberger Berman May 2007 - April 2008
Cantor Fitzgerald April 2006 - April 2007
Martha Stewart Living Omnimedia June 2005 - June 2006
Paul Hastings February 2004 - May 2005
Jack Morton Worldwide January 2003 - January 2004
Disney 2001 - 2003
Morgan Stanley Dean Witter November 1999 - December 2002
Hearst 1997 - 1998
BBDO May 1995 - May 1996
N W Ayer 1994 - 1995
Skills
Corporate Communications, Management, Advertising, Marketing Communications, Newsletters, Marketing Strategy, Strategic Communications, Strategic Planning, Strategy, Talent Management
Education
Cornell University
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Scarsdale
Gerald Lankin Gerald Lankin's Morgan Stanley Dean Witter Experience 1992 - 2004
Job Africa Specialist
Industry Internet
Experience
Destination South Africa Vacations (DSA) 2013 - Present
Rotary International 2012 - 2013
Helix House - Internet Marketing Agency September 2010 - 2013
Baja Nueva - Design and Decorating Studio May 2006 - July 2010
Smith Barney - Citi Group 2004 - 2007
Morgan Stanley Dean Witter 1992 - 2004
Grand Lodge of Arizona 1994 - 1996
Prudential Financial 1982 - 1992
Macy's & Diamonds 1976 - 1980
Skills
Strategic Planning, Sales Management, Business Strategy, Small Business, Investments, Team Leadership, Social Media, Sales Process, Change Management, SEO, Recruiting, Direct Sales, Asset Management, Business Development, Strategic Leadership, Strategic Thinking, Value Investing, Retaining Customers, Start-ups, Situational Leadership, Executive Management, Management, Asset Managment, Leadership, Strategic Financial..., Financial Analysis, Change Leadership, Investment Products, Membership Recruitment, Membership Retention, Travel Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Advanced Economics and Investing
College for Financial Planning 1985 — 1987
CFP, Certified Financial Planner
Temple University 1961 — 1966
Business
Destination South Africa Vacations (DSA) 2013 - Present
Rotary International 2012 - 2013
Helix House - Internet Marketing Agency September 2010 - 2013
Baja Nueva - Design and Decorating Studio May 2006 - July 2010
Smith Barney - Citi Group 2004 - 2007
Morgan Stanley Dean Witter 1992 - 2004
Grand Lodge of Arizona 1994 - 1996
Prudential Financial 1982 - 1992
Macy's & Diamonds 1976 - 1980
Skills
Strategic Planning, Sales Management, Business Strategy, Small Business, Investments, Team Leadership, Social Media, Sales Process, Change Management, SEO, Recruiting, Direct Sales, Asset Management, Business Development, Strategic Leadership, Strategic Thinking, Value Investing, Retaining Customers, Start-ups, Situational Leadership, Executive Management, Management, Asset Managment, Leadership, Strategic Financial..., Financial Analysis, Change Leadership, Investment Products, Membership Recruitment, Membership Retention, Travel Planning
Education
University of Pennsylvania - The Wharton School 1995 — 1996
Advanced Economics and Investing
College for Financial Planning 1985 — 1987
CFP, Certified Financial Planner
Temple University 1961 — 1966
Business
James Valmonte, CFP®, AIF®'s Morgan Stanley Dean Witter Experience August 1999 - January 2002
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
CAPTRUST June 2014 - Present
Beacon Pointe Wealth Advisors (Independent Financial Advisors, LLC) April 2013 - June 2014
Independent Financial Advisors, LLC October 2006 - April 2013
American Funds October 2002 - September 2006
Franklin Templeton Investments January 2002 - October 2002
Morgan Stanley Dean Witter August 1999 - January 2002
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Retirement Planning, 401k, Retirement, Estate Planning, Wealth Management, Investment Advisory, Investments
Education
Center of Fiduciary Studies, University of Pittsburg's Katz Graduate School of Business 2008 — 2009
Accredited Investment Fiduciary
University of California, Riverside 1994 — 1998
Bachelors
College for Financial Planning
Chance H. Neale Chance H. Neale's Morgan Stanley Dean Witter Experience January 1996 - August 1999
Job Educator at Beijing New Oriental International High School
Industry Computer & Network Security
Experience
Beijing New Oriental International High School September 2011 - Present
Self Employed June 2001 - Present
Beijing New Oriental Foreign Language School at Yangzhou June 2010 - July 2011
Avanade October 1999 - June 2001
Morgan Stanley Dean Witter January 1996 - August 1999
The D. E. Shaw Group January 1994 - January 1996
Skills
Linux, Operating Systems, Security, Enterprise Architecture, C++, Enterprise Software, Programming, CRM, Start-ups, New Business Development, Software Development, Server Architecture, Biology, Microsoft Dynamics, Consultant, ESL, Psychology, Philosophy, American History, Computer Security, Enterprise Risk..., Information Security, Network Security, Network Design, Computer Network..., Volunteering
Education
Microsoft Boot Camps 2000 — 2001
MCSE, MCDBA, Microsoft Server 2000
Columbia University in the City of New York 1993 — 1995
Certification, Computer Science
Icahn School of Medicine at Mount Sinai 1992 — 1995
PhD Program, Biochemistry
City University of New York City College 1987 — 1991
BS, Biology
Beijing New Oriental International High School September 2011 - Present
Self Employed June 2001 - Present
Beijing New Oriental Foreign Language School at Yangzhou June 2010 - July 2011
Avanade October 1999 - June 2001
Morgan Stanley Dean Witter January 1996 - August 1999
The D. E. Shaw Group January 1994 - January 1996
Skills
Linux, Operating Systems, Security, Enterprise Architecture, C++, Enterprise Software, Programming, CRM, Start-ups, New Business Development, Software Development, Server Architecture, Biology, Microsoft Dynamics, Consultant, ESL, Psychology, Philosophy, American History, Computer Security, Enterprise Risk..., Information Security, Network Security, Network Design, Computer Network..., Volunteering
Education
Microsoft Boot Camps 2000 — 2001
MCSE, MCDBA, Microsoft Server 2000
Columbia University in the City of New York 1993 — 1995
Certification, Computer Science
Icahn School of Medicine at Mount Sinai 1992 — 1995
PhD Program, Biochemistry
City University of New York City College 1987 — 1991
BS, Biology
Paula Landau, CFP® Paula Landau, CFP®'s Morgan Stanley Dean Witter Experience April 1984 - November 1985
Job Vice President at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
Chevy Chase Trust April 2015 - Present
Triton Wealth Management February 2011 - March 2015
Freed Advisors Wealth Management May 2006 - February 2011
Alex. Brown & Sons, Inc. 1985 - 1994
Morgan Stanley Dean Witter April 1984 - November 1985
T. Rowe Price 1982 - 1984
Skills
Investments, Strategic Financial..., Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Financial Advisory, Mutual Funds, Investment Management, Financial Planning, Series 7, Estate Planning
Education
College for Financial Planning 2010 — 2012
University of Maryland University College
Bachelor of Science (B.S.), Management Studies, Minor in Art History
Greg Roover Greg Roover's Morgan Stanley Dean Witter Experience 1994 - 1997
Job Public Adjuster & Appraiser at Claim Concepts, Inc.
Industry Insurance
Experience
Claim Concepts 2005 - Present
Driveguys 1997 - 2005
Morgan Stanley Dean Witter 1994 - 1997
Skills
Claims, Insurance, Property & Casualty..., Home, Negotiation, Insurance Claims, Property Damage, Flood, Water Damage, Legal Liability, Liability, Claim, Casualty, General Insurance, Commercial Lines, Small Business, Property Claims, Professional Liability, Umbrella Insurance, Underwriting, Property, D&O, Workers Compensation, Claims Management, Insurance Law, Subrogation, Inland Marine, Adjustments, Claims Handling, Commercial Insurance, Xactimate
Education
Eastern Michigan University 1989 — 1992
Business Administration
Claim Concepts 2005 - Present
Driveguys 1997 - 2005
Morgan Stanley Dean Witter 1994 - 1997
Skills
Claims, Insurance, Property & Casualty..., Home, Negotiation, Insurance Claims, Property Damage, Flood, Water Damage, Legal Liability, Liability, Claim, Casualty, General Insurance, Commercial Lines, Small Business, Property Claims, Professional Liability, Umbrella Insurance, Underwriting, Property, D&O, Workers Compensation, Claims Management, Insurance Law, Subrogation, Inland Marine, Adjustments, Claims Handling, Commercial Insurance, Xactimate
Education
Eastern Michigan University 1989 — 1992
Business Administration
Tom Graffeo, CFP CIMA Tom Graffeo, CFP CIMA's Morgan Stanley Dean Witter Experience August 1998 - March 1999
Job Partner, Applied Financial Planning, Inc. with 30 years of experience
Industry Financial Services
Experience
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Sandor Billinger Sandor Billinger's Morgan Stanley Dean Witter Experience October 2009 - December 2009
Job Software Developer at ImpressTV Limited
Industry Information Technology and Services
Experience
ImpressTV Limited July 2014 - Present
Gravity R&D July 2010 - July 2014
Morgan Stanley Dean Witter October 2009 - December 2009
Morgan Stanley Investment Management July 2008 - September 2008
Skills
NetBeans, Java Enterprise Edition, Java, MySQL, Glassfish, Git, PHP, JSP, Linux, Programming, OOP, Eclipse, Software Development, Software Engineering, Computer Science, JavaSE, J2EE, JSON, Python, Bash, XML, XSD, XSLT, Hudson, Continuous Integration, SQL, JDBC, Oracle, Databases, Relational Databases, HTML, JavaScript, CSS, Web Services, WSDL, C#, Subversion, JIRA, Cassandra
Education
Eötvös Loránd Tudományegyetem 2005 — 2011
MSc, Computer Science
Török Ignác Gimnázium 2001 — 2005
English Bilingual class
ImpressTV Limited July 2014 - Present
Gravity R&D July 2010 - July 2014
Morgan Stanley Dean Witter October 2009 - December 2009
Morgan Stanley Investment Management July 2008 - September 2008
Skills
NetBeans, Java Enterprise Edition, Java, MySQL, Glassfish, Git, PHP, JSP, Linux, Programming, OOP, Eclipse, Software Development, Software Engineering, Computer Science, JavaSE, J2EE, JSON, Python, Bash, XML, XSD, XSLT, Hudson, Continuous Integration, SQL, JDBC, Oracle, Databases, Relational Databases, HTML, JavaScript, CSS, Web Services, WSDL, C#, Subversion, JIRA, Cassandra
Education
Eötvös Loránd Tudományegyetem 2005 — 2011
MSc, Computer Science
Török Ignác Gimnázium 2001 — 2005
English Bilingual class
Claudia Jocelyne Kokaz-Muslu Claudia Jocelyne Kokaz-Muslu's Morgan Stanley Dean Witter Experience October 2001 - March 2002
Job Attorney at Catholic Charities
Industry Legal Services
Experience
Catholic Charities February 2013 - Present
American Immigration Lawyers Association July 2010 - Present
Sams, Fischer, Packard & Schuessler, LLC. January 2010 - September 2011
American Bar Association International Law Division 2005 - 2010
Appalachian School of Law August 2005 - August 2007
Morgan Stanley Dean Witter October 2001 - March 2002
Newdeal Inc. May 2000 - December 2000
White & Case, LLP September 1995 - April 1999
Skills
International Law, Immigration Law, English, Turkish, French, Corporate Law, Visas, Legal Research, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Legal Assistance, Employment Law, Legal Advice, Appeals
Education
Simmons College - Simmons School of Management 1999 — 2001
MBA
Cornell Law School 1994 — 1995
LLM, International Law
Istanbul University 1989 — 1993
JD, Law
Tarsus American College
Catholic Charities February 2013 - Present
American Immigration Lawyers Association July 2010 - Present
Sams, Fischer, Packard & Schuessler, LLC. January 2010 - September 2011
American Bar Association International Law Division 2005 - 2010
Appalachian School of Law August 2005 - August 2007
Morgan Stanley Dean Witter October 2001 - March 2002
Newdeal Inc. May 2000 - December 2000
White & Case, LLP September 1995 - April 1999
Skills
International Law, Immigration Law, English, Turkish, French, Corporate Law, Visas, Legal Research, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Legal Assistance, Employment Law, Legal Advice, Appeals
Education
Simmons College - Simmons School of Management 1999 — 2001
MBA
Cornell Law School 1994 — 1995
LLM, International Law
Istanbul University 1989 — 1993
JD, Law
Tarsus American College
Matthew Mishan, CFA Matthew Mishan, CFA's Morgan Stanley Dean Witter Experience May 1998 - October 1999
Job Research Analyst at KeyBanc Capital Markets
Industry Investment Management
Experience
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
KeyBanc Capital Markets September 2013 - Present
KeyBanc Capital Markets July 2012 - September 2013
KeyBanc Capital Markets December 2007 - July 2012
Carlin Financial Group January 2004 - August 2005
E*Trade Professional January 2003 - December 2003
JGM Securities January 2000 - December 2002
Morgan Stanley Dean Witter May 1998 - October 1999
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Capital Markets
University of Florida 1994 — 1998
BSBS, Finance
Ramona Crespo Ramona Crespo's Morgan Stanley Dean Witter Experience January 2005 - February 2007
Job Senior Project Coordinator Professional
Industry Executive Office
Experience
Russell Investments July 2012 - Present
BMO Harris Bank / The Salem Group May 2012 - June 2012
The City of Naperville / Manpower Office Professionals November 2011 - February 2012
Morgan Stanley Dean Witter January 2005 - February 2007
Chicago Technologies & Solutions, Inc. September 2001 - December 2004
The Chicago Board of Trade December 1998 - September 2001
Lakeside Bank November 1995 - December 1998
Law Offices of James A. Kurotsuchi November 1995 - December 1998
Skills
MS Office Suite, MS Project, CAPM, SharePoint, Adobe Creative Suite, HP Openview, Remedy, FrontPage, AS400, Quickbooks, Quicken, Visio, Committment, Motivated self-starter, IBM iSeries, Loyal, Microsoft Office, QuickBooks, BMC Remedy, Leadership, Software Documentation, Access, System Administration, Troubleshooting, Project Management, Administrative..., Administration, Management, Analysis, Project Planning, Outlook, Microsoft Excel, Training, Time Management, Administrative..., Microsoft Project, Customer Service, Public Speaking, Human Resources, Sales, PowerPoint, Team Building, Process Improvement, Coaching, Spreadsheets, Problem Solving, Microsoft Word, Documentation
Education
Microtrain Technologies 2011 — 2012
Preparatory Certification courses in the following studies:, MOS (Microsoft Office Specialist - Master Certification) CAPM (Certified Associate Project Manager)
Truman College 2000 — 2001
Preparatory Certification course for CCNA
DePaul University 1998 — 2001
Business Administration and Management, Computer Science, Telecommunications & Information Systems, 3.5
Russell Investments July 2012 - Present
BMO Harris Bank / The Salem Group May 2012 - June 2012
The City of Naperville / Manpower Office Professionals November 2011 - February 2012
Morgan Stanley Dean Witter January 2005 - February 2007
Chicago Technologies & Solutions, Inc. September 2001 - December 2004
The Chicago Board of Trade December 1998 - September 2001
Lakeside Bank November 1995 - December 1998
Law Offices of James A. Kurotsuchi November 1995 - December 1998
Skills
MS Office Suite, MS Project, CAPM, SharePoint, Adobe Creative Suite, HP Openview, Remedy, FrontPage, AS400, Quickbooks, Quicken, Visio, Committment, Motivated self-starter, IBM iSeries, Loyal, Microsoft Office, QuickBooks, BMC Remedy, Leadership, Software Documentation, Access, System Administration, Troubleshooting, Project Management, Administrative..., Administration, Management, Analysis, Project Planning, Outlook, Microsoft Excel, Training, Time Management, Administrative..., Microsoft Project, Customer Service, Public Speaking, Human Resources, Sales, PowerPoint, Team Building, Process Improvement, Coaching, Spreadsheets, Problem Solving, Microsoft Word, Documentation
Education
Microtrain Technologies 2011 — 2012
Preparatory Certification courses in the following studies:, MOS (Microsoft Office Specialist - Master Certification) CAPM (Certified Associate Project Manager)
Truman College 2000 — 2001
Preparatory Certification course for CCNA
DePaul University 1998 — 2001
Business Administration and Management, Computer Science, Telecommunications & Information Systems, 3.5
David Evangelista David Evangelista's Morgan Stanley Dean Witter Experience May 1997 - September 1998
Job Senior Vice President & General Manager, McKesson Financial Center at McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson April 2011 - Present
McKesson Corporation November 1999 - May 2011
Countrywide Home Loans 1998 - 1999
Morgan Stanley Dean Witter May 1997 - September 1998
United States Air Force June 1991 - May 1997
Skills
Healthcare, Cross-functional Team..., Budgets, Business Strategy, Business Process, Leadership, Management, Process Improvement, Strategic Planning, Strategic Financial..., Talent Management, Managed Care, Pricing, Marketing Strategy, Risk Management, Contract Management, Analysis, Accounts Receivable, Finance, Training, Negotiation
Education
Dallas Baptist University 2000 — 2007
MBA, Finance
Dallas Baptist University 2000 — 2007
MBA, Accounting and Finance
McKesson April 2011 - Present
McKesson Corporation November 1999 - May 2011
Countrywide Home Loans 1998 - 1999
Morgan Stanley Dean Witter May 1997 - September 1998
United States Air Force June 1991 - May 1997
Skills
Healthcare, Cross-functional Team..., Budgets, Business Strategy, Business Process, Leadership, Management, Process Improvement, Strategic Planning, Strategic Financial..., Talent Management, Managed Care, Pricing, Marketing Strategy, Risk Management, Contract Management, Analysis, Accounts Receivable, Finance, Training, Negotiation
Education
Dallas Baptist University 2000 — 2007
MBA, Finance
Dallas Baptist University 2000 — 2007
MBA, Accounting and Finance
Brian Court Brian Court's Morgan Stanley Dean Witter Experience September 1999 - October 2000
Job Director Client Experience at DHD Data Hardware Depot
Industry Information Technology and Services
Experience
DHD - Data Hardware Depot April 2012 - Present
Worldwide Supply, LLC June 2010 - April 2012
Management Recruiters - Santa Barbara January 2007 - June 2010
American Communications, LLC April 2002 - January 2007
Prudential Securities October 2000 - December 2002
Morgan Stanley Dean Witter September 1999 - October 2000
Skills
Cisco Technologies, Juniper, HP, F5 BigIP, Riverbed, Brocade, Adtran, Extreme Programming, Force10, Enterasys, MPLS, Unified Communications, Telecommunications, Enterprise Software, VoIP, Strategic Partnerships, VPN, Direct Sales, Sales, Business Alliances, Data Center, Go-to-market Strategy
Education
Covenant College 1997 — 1999
BA, History, Philosophy
Westmont College 1994 — 1997
DHD - Data Hardware Depot April 2012 - Present
Worldwide Supply, LLC June 2010 - April 2012
Management Recruiters - Santa Barbara January 2007 - June 2010
American Communications, LLC April 2002 - January 2007
Prudential Securities October 2000 - December 2002
Morgan Stanley Dean Witter September 1999 - October 2000
Skills
Cisco Technologies, Juniper, HP, F5 BigIP, Riverbed, Brocade, Adtran, Extreme Programming, Force10, Enterasys, MPLS, Unified Communications, Telecommunications, Enterprise Software, VoIP, Strategic Partnerships, VPN, Direct Sales, Sales, Business Alliances, Data Center, Go-to-market Strategy
Education
Covenant College 1997 — 1999
BA, History, Philosophy
Westmont College 1994 — 1997
Carmen M. Monaco Carmen M. Monaco's Morgan Stanley Dean Witter Experience January 2000 - August 2001
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Morgan Stanley Smith Barney August 2001 - September 2013
Morgan Stanley Dean Witter January 2000 - August 2001
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Retirement Planning, Fixed Income, Alternative Investments, Asset Management
Education
Cleveland State University
Accounting and Finance
Cuyahoga Community College
Business Administration and Management, General
Nordonia High School
Wells Fargo Advisors, LLC September 2013 - Present
Morgan Stanley Smith Barney August 2001 - September 2013
Morgan Stanley Dean Witter January 2000 - August 2001
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Securities, Retirement Planning, Fixed Income, Alternative Investments, Asset Management
Education
Cleveland State University
Accounting and Finance
Cuyahoga Community College
Business Administration and Management, General
Nordonia High School
Palmer Hendricks Palmer Hendricks's Morgan Stanley Dean Witter Experience 1998 - 2001
Job Proprietary Trader at Axiom Markets / Pioneer Futures
Industry Financial Services
Experience
Axiom Markets / Pioneer Futures 2000 - Present
CME Group 2002 - 2008
Morgan Stanley Dean Witter 1998 - 2001
New York Mercantile Exchange 1985 - 1997
Helfer Commodities, New York Mercantile Exchange (NYMEX) 1981 - 1984
Skills
Trading, Options, Energy, Trading Strategies, Swaps, Derivatives, Equity Derivatives, CQG, Risk Management, Proprietary Trading, Futures, Equity Trading, Capital Markets, Futures Trading, Traders, Energy Markets, Trading Systems, Hedging, Arbitrage, Technical Analysis, Market Data, Financial Markets, Commodity, Commodity Markets, Currency, Equities, Volatility, Series 7, Electronic Trading, Market Making, Investments, Structured Products, Financial Modeling, Investment Banking, FINRA, FX trading, Financial Risk, Asset Management, Back Office, Foreign Exchange, Commodity Risk..., Quantitative Analytics, Portfolio Management, Prime Brokerage, Options Strategies, Market Risk, Settlement, Valuation, Bonds, FX Trading
Education
University of Miami 1977 — 1979
BS, Business
Florida Institute of Technology 1975 — 1977
Engineering
Axiom Markets / Pioneer Futures 2000 - Present
CME Group 2002 - 2008
Morgan Stanley Dean Witter 1998 - 2001
New York Mercantile Exchange 1985 - 1997
Helfer Commodities, New York Mercantile Exchange (NYMEX) 1981 - 1984
Skills
Trading, Options, Energy, Trading Strategies, Swaps, Derivatives, Equity Derivatives, CQG, Risk Management, Proprietary Trading, Futures, Equity Trading, Capital Markets, Futures Trading, Traders, Energy Markets, Trading Systems, Hedging, Arbitrage, Technical Analysis, Market Data, Financial Markets, Commodity, Commodity Markets, Currency, Equities, Volatility, Series 7, Electronic Trading, Market Making, Investments, Structured Products, Financial Modeling, Investment Banking, FINRA, FX trading, Financial Risk, Asset Management, Back Office, Foreign Exchange, Commodity Risk..., Quantitative Analytics, Portfolio Management, Prime Brokerage, Options Strategies, Market Risk, Settlement, Valuation, Bonds, FX Trading
Education
University of Miami 1977 — 1979
BS, Business
Florida Institute of Technology 1975 — 1977
Engineering
Alec Price Alec Price's Morgan Stanley Dean Witter Experience December 1992 - January 2003
Job Vice President at Merrill Lynch, CRC
Industry Financial Services
Experience
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Merrill Lynch November 2008 - Present
Wachovia Securities January 2003 - November 2008
Morgan Stanley Dean Witter December 1992 - January 2003
Skills
Finance, Analysis, Accounting, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Wealth Management, Strategic Financial..., Portfolio Management, Retirement, Financial Planning
Education
Drexel University - College of Business and Administration 1980 — 1985
Accounting
Robert M. Drake Robert M. Drake's Morgan Stanley Dean Witter Experience February 1980 - 1996
Job Chief Executive Officer, Drake Financial Consulting, LLC
Industry Financial Services
Experience
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Drake Financial Consulting, LLC October 2011 - Present
Bank of America, US Trust March 2009 - October 2011
US Fiduciary March 2007 - March 2009
Citigroup-Smith Barney 2004 - 2007
Wachovia Securities, LLC October 1997 - April 2004
Prudential Financial 1997 - 2003
Dean Witter Reynolds Inc. 1980 - 1997
Dean Witter Reynolds Inc. 1980 - 1997
Morgan Stanley Dean Witter February 1980 - 1996
Skills
Wealth Management, Investments, Private Banking, Asset Management, Portfolio Management, Coaching, Executive..., Executive, Private..., Strategic Planning, Practice Management, Executive Development, Asset Managment, Coaching, Asset Allocation, Alternative Investments, Series 7, Fixed Income, Mutual Funds, Investment Advisory, Leadership, Securities, Trading, Financial Services, Strategy, Series 63, Equities, Mergers & Acquisitions, Relationship Management, FINRA, Finance, Hedge Funds, ETFs, Investment Management, Investment Strategies, Financial Advisory, Capital Markets, Business Development, Wealth Management..., Management, Consulting, Private Equity, Executive Management, Investment Banking, Financial Modeling, Financial Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program, Marketing & Finance
Georgia State University 1970 — 1972
Bachelor of Arts-Mathematics, Grad Studies in Statistics
Georgia State University 1969 — 1970
BA, Statistics, Psychology
University of Louisiana at Monroe 1967 — 1968
None, Math, Psychology
University of Miami 1965 — 1967
None, Civil Engineering
Satellite High School
Satellite High School
Satellite High School
Satellite High School
Nancy Vassilakis Nancy Vassilakis's Morgan Stanley Dean Witter Experience August 1998 - April 2001
Job Designer at Edessa Studio; www.edessastudio.com
Industry Luxury Goods & Jewelry
Experience
Edessa Studio January 2003 - Present
Holy Trinity Orthodox Church September 2001 - Present
Lord & Taylor Fine Jewelry November 2012 - February 2013
Deerfield Management May 2002 - August 2002
Morgan Stanley Dean Witter August 1998 - April 2001
Argonaut Capital Management March 1997 - January 1998
Cowen & Co. July 1996 - March 1997
American Stock Exchange November 1995 - June 1996
Hardy Holzman Pfeiffer Architects April 1992 - December 1993
Edward Larrabee Barnes Architects August 1986 - December 1990
Skills
Jewelry Design, Jewelry, Online Advertising, Earrings, Community Outreach, Handmade Jewelry, Fashion, Luxury Goods, Luxury, Diamonds, Product Development, Event Planning, Public Relations, Retail, Gemology, Watches, Styling, Gems, Pearl, Fashion Jewelry, Beading, Bracelets, Trend, Craft, Designer Jewelry, Wholesale, Silver, Leather, Stone Setting, Necklaces, Gold, Gifts, Apparel, Advertising, Brand Development, Merchandising, Art, Lapidary, Luxury Lifestyle, Gem Identification, Fashion Design
Education
Fashion Institute of Technology 1982 — 1986
Bachelor's of Fine Arts, Interior Design (Minor: Fine Arts-Painting), 3.84 GPA
Edessa Studio January 2003 - Present
Holy Trinity Orthodox Church September 2001 - Present
Lord & Taylor Fine Jewelry November 2012 - February 2013
Deerfield Management May 2002 - August 2002
Morgan Stanley Dean Witter August 1998 - April 2001
Argonaut Capital Management March 1997 - January 1998
Cowen & Co. July 1996 - March 1997
American Stock Exchange November 1995 - June 1996
Hardy Holzman Pfeiffer Architects April 1992 - December 1993
Edward Larrabee Barnes Architects August 1986 - December 1990
Skills
Jewelry Design, Jewelry, Online Advertising, Earrings, Community Outreach, Handmade Jewelry, Fashion, Luxury Goods, Luxury, Diamonds, Product Development, Event Planning, Public Relations, Retail, Gemology, Watches, Styling, Gems, Pearl, Fashion Jewelry, Beading, Bracelets, Trend, Craft, Designer Jewelry, Wholesale, Silver, Leather, Stone Setting, Necklaces, Gold, Gifts, Apparel, Advertising, Brand Development, Merchandising, Art, Lapidary, Luxury Lifestyle, Gem Identification, Fashion Design
Education
Fashion Institute of Technology 1982 — 1986
Bachelor's of Fine Arts, Interior Design (Minor: Fine Arts-Painting), 3.84 GPA
Robert A. Minasian, MBA Robert A. Minasian, MBA's Morgan Stanley Dean Witter Experience March 1999 - March 2003
Job Owner of Personal Wealth Mgt. LLC / Providing Alternative Strategies to help achieve your Specific Goals and Objectives.
Industry Financial Services
Experience
NCAA Wrestling February 2007 - Present
Personal Wealth Management, LLC March 2003 - Present
Novus Investments, LLC May 2013 - Present
Morgan Stanley Dean Witter March 1999 - March 2003
First of America Bank, Birmingham, MI May 1992 - March 1999
Skills
Insurance, Financial Services, Investments, Retirement Planning, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, Estate Planning, Securities, Due Diligence, Asset Management, Fixed Annuities, Relationship Management, Venture Capital, Investment Advisory, Wealth Management..., Financial Advisory, Risk Management, Life Insurance, Asset Allocation, Series 7
Education
University of St. Thomas (TX) 1984 — 1986
MBA, Finance and Marketing
Eastern Michigan University 1975 — 1980
BBA, Business, Land Use Planning
NCAA Wrestling February 2007 - Present
Personal Wealth Management, LLC March 2003 - Present
Novus Investments, LLC May 2013 - Present
Morgan Stanley Dean Witter March 1999 - March 2003
First of America Bank, Birmingham, MI May 1992 - March 1999
Skills
Insurance, Financial Services, Investments, Retirement Planning, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, Estate Planning, Securities, Due Diligence, Asset Management, Fixed Annuities, Relationship Management, Venture Capital, Investment Advisory, Wealth Management..., Financial Advisory, Risk Management, Life Insurance, Asset Allocation, Series 7
Education
University of St. Thomas (TX) 1984 — 1986
MBA, Finance and Marketing
Eastern Michigan University 1975 — 1980
BBA, Business, Land Use Planning
Michael Habetz, LMT Michael Habetz, LMT's Morgan Stanley Dean Witter Experience May 2000 - November 2001
Job Independent Licensed Massage Therapist and Reiki Master at Massage 360, Norwalk
Industry Health, Wellness and Fitness
Experience
Massage 360 May 2015 - Present
Massage Envy August 2011 - May 2015
Darien Rowayton Bank December 2010 - August 2011
Threshold Mortgage Co. November 2001 - December 2010
Morgan Stanley Dean Witter May 2000 - November 2001
Threshold Mortgage Co. February 1988 - May 2000
Skills
Swedish Massage, Pre-Natal Massage, Deep Tissue Massage, Exercise Recovery..., Headache and Stress..., Therapeutic Massage, Healing, Wellbeing, Swedish, Relaxation, Stress, Therapists, Treatment, Reiki, Holistic Health, Stress Management, Wellness, Headaches, Insomnia, Meditation, Pain Management, Medical Massage, Healthcare, Musculoskeletal, Prenatal Care, Healing Touch, Spa
Education
Connecticut Center for Massage Therapy 2009 — 2011
Fairfield University 1983 — 1987
BA, English Writing and Literature
Fairfield Prep 1979 — 1983
High School
Fairfield Prep
Massage 360 May 2015 - Present
Massage Envy August 2011 - May 2015
Darien Rowayton Bank December 2010 - August 2011
Threshold Mortgage Co. November 2001 - December 2010
Morgan Stanley Dean Witter May 2000 - November 2001
Threshold Mortgage Co. February 1988 - May 2000
Skills
Swedish Massage, Pre-Natal Massage, Deep Tissue Massage, Exercise Recovery..., Headache and Stress..., Therapeutic Massage, Healing, Wellbeing, Swedish, Relaxation, Stress, Therapists, Treatment, Reiki, Holistic Health, Stress Management, Wellness, Headaches, Insomnia, Meditation, Pain Management, Medical Massage, Healthcare, Musculoskeletal, Prenatal Care, Healing Touch, Spa
Education
Connecticut Center for Massage Therapy 2009 — 2011
Fairfield University 1983 — 1987
BA, English Writing and Literature
Fairfield Prep 1979 — 1983
High School
Fairfield Prep
Timothy Carey's Morgan Stanley Dean Witter Experience 1994 - 1995
Job Technical Services Specialist at Wolverine Execution Services (WEX)
Industry Financial Services
Experience
Wolverine Execution Services (WEX) August 2014 - Present
OptionsCity Software September 2013 - August 2014
OptionsCity Software, Inc. June 2011 - September 2013
Chicago Trading Company April 1995 - December 2010
Fitzgerald Property Development 1997 - 2006
Morgan Stanley Dean Witter 1994 - 1995
Independent Athletic 1991 - 1994
Ford Motor Company 1987 - 1992
Skills
Trading, Portfolio Management, Account Management, Electronic Trading..., Financial Markets, Electronic Trading, Equities, Options, Trading Systems, Hedge Funds, Analysis, Bloomberg, Technical Analysis, Equity Trading, Commodity, Equity Derivatives, Derivatives, Market Data, Software Documentation, Risk Management, Hedging
Education
DePaul University 2011 — 2013
Master of Science in Applied Technology (MSAT), Applied Information Technology
DePaul University 2009 — 2010
Professional Development
DePaul University
Bachelor, Finance & Business
Wolverine Execution Services (WEX) August 2014 - Present
OptionsCity Software September 2013 - August 2014
OptionsCity Software, Inc. June 2011 - September 2013
Chicago Trading Company April 1995 - December 2010
Fitzgerald Property Development 1997 - 2006
Morgan Stanley Dean Witter 1994 - 1995
Independent Athletic 1991 - 1994
Ford Motor Company 1987 - 1992
Skills
Trading, Portfolio Management, Account Management, Electronic Trading..., Financial Markets, Electronic Trading, Equities, Options, Trading Systems, Hedge Funds, Analysis, Bloomberg, Technical Analysis, Equity Trading, Commodity, Equity Derivatives, Derivatives, Market Data, Software Documentation, Risk Management, Hedging
Education
DePaul University 2011 — 2013
Master of Science in Applied Technology (MSAT), Applied Information Technology
DePaul University 2009 — 2010
Professional Development
DePaul University
Bachelor, Finance & Business
Jim Paschall Jim Paschall's Morgan Stanley Dean Witter Experience January 1998 - November 2003
Job Versatile Client Relationship Builder
Industry Consumer Services
Experience
Fairway Independent Mortgage and other companies May 2003 - June 2012
Morgan Stanley Dean Witter January 1998 - November 2003
Skills
Leadership, Marketing Strategy, Strategic Planning, Public Speaking, Negotiation, Assertiveness, Target Identification, Strategic Partnerships, Sales tracking, Problem Solving, Proposal Writing, Editing, Report Writing, Account Reconciliation, Conflict Resolution, Real Estate Economics, Strategic Thinking, Market Analysis, Microsoft Office, Windows, PowerPoint, Outlook, Customer Service, Highly personable, Marketing Communications, Teaching Adults, Investment Advisory, Mechanical Aptitude, Racing, Poker, Fearless
Education
Gwinnett Technical College 1991 — 1993
Associate's degree in Applied Technology, Automotive Engineering Technology/Technician, 3.6
Dekalb Community College 1969 — 1970
Not completed until later., Liberal Arts and Sciences, General Studies and Humanities, 3.0
Fairway Independent Mortgage and other companies May 2003 - June 2012
Morgan Stanley Dean Witter January 1998 - November 2003
Skills
Leadership, Marketing Strategy, Strategic Planning, Public Speaking, Negotiation, Assertiveness, Target Identification, Strategic Partnerships, Sales tracking, Problem Solving, Proposal Writing, Editing, Report Writing, Account Reconciliation, Conflict Resolution, Real Estate Economics, Strategic Thinking, Market Analysis, Microsoft Office, Windows, PowerPoint, Outlook, Customer Service, Highly personable, Marketing Communications, Teaching Adults, Investment Advisory, Mechanical Aptitude, Racing, Poker, Fearless
Education
Gwinnett Technical College 1991 — 1993
Associate's degree in Applied Technology, Automotive Engineering Technology/Technician, 3.6
Dekalb Community College 1969 — 1970
Not completed until later., Liberal Arts and Sciences, General Studies and Humanities, 3.0
Edward Waters Edward Waters's Morgan Stanley Dean Witter Experience 1989 - 1991
Job Founder at Pan America New Energy and ARTSSUITE
Industry Venture Capital & Private Equity
Experience
ARTSSUITE September 2012 - Present
PAN AMERICA SOLAR AND WIND 2008 - Present
GroSolar Inc. 2004 - 2007
End2End.Com 1998 - 2002
Morgan Stanley Dean Witter 1989 - 1991
Unifund SA, Switzerland 1985 - 1988
Lehman Brothers 1985 - 1987
McKinsey & Company 1980 - 1983
Skills
Mergers, Alternative Energy, Start-ups, Energy Markets, Exit Strategies, P&L responsibility, IPO, Renewable Energy, Business Strategy, Solar, International Business, Strategic Planning, Due Diligence, New Business Development, Business Planning, Contract Negotiation, Marketing Strategy, Negotiation, Photovoltaics, Sustainability, Entrepreneurship, Strategy Development, Energy, Entrepreneur, Product Development, Team Building, Market Analysis, Financial Modeling, Competitive Analysis, Project Finance, Budgeting, Planning, Financial Analysis, Valuation, Analysis, Six Sigma, Product Management, Market Research, Team Leadership, Product Marketing, Contract Management, Strategy, Mergers & Acquisitions, Solar Energy, Budgets, Leadership, Strategic Partnerships, Business Development, Private Equity, Management
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, Finance, Strategy
Dartmouth College 1972 — 1978
BA, English Literature, Economics
ARTSSUITE September 2012 - Present
PAN AMERICA SOLAR AND WIND 2008 - Present
GroSolar Inc. 2004 - 2007
End2End.Com 1998 - 2002
Morgan Stanley Dean Witter 1989 - 1991
Unifund SA, Switzerland 1985 - 1988
Lehman Brothers 1985 - 1987
McKinsey & Company 1980 - 1983
Skills
Mergers, Alternative Energy, Start-ups, Energy Markets, Exit Strategies, P&L responsibility, IPO, Renewable Energy, Business Strategy, Solar, International Business, Strategic Planning, Due Diligence, New Business Development, Business Planning, Contract Negotiation, Marketing Strategy, Negotiation, Photovoltaics, Sustainability, Entrepreneurship, Strategy Development, Energy, Entrepreneur, Product Development, Team Building, Market Analysis, Financial Modeling, Competitive Analysis, Project Finance, Budgeting, Planning, Financial Analysis, Valuation, Analysis, Six Sigma, Product Management, Market Research, Team Leadership, Product Marketing, Contract Management, Strategy, Mergers & Acquisitions, Solar Energy, Budgets, Leadership, Strategic Partnerships, Business Development, Private Equity, Management
Education
The Tuck School of Business at Dartmouth 1983 — 1985
MBA, Finance, Strategy
Dartmouth College 1972 — 1978
BA, English Literature, Economics
Tony Ferrantino Tony Ferrantino's Morgan Stanley Dean Witter Experience 1997 - 2002
Job Project Manager at Optum Health Services (United Health Group)
Industry Information Technology and Services
Experience
Optum Health Services (Canada) Ltd. February 2014 - Present
Benefitfocus September 2012 - January 2014
Town Planner November 2008 - December 2012
Modulant July 2009 - March 2011
SPAWAR 2009 - 2010
Oppenheimer & Co. July 2006 - September 2008
Uniprise April 2003 - July 2006
Morgan Stanley Dean Witter 1997 - 2002
UPS September 1995 - September 1997
PaineWebber, Inc. 1982 - 1995
Skills
Leadership, Advertising, Software Development, Strategic Planning, Project Management, Customer Service, Team Building, Data Center, Business Development, SDLC, Social Media, Marketing Strategy, Business Analysis, Microsoft Office, Management, Program Management, Marketing
Education
City University of New York City College 1979 — 1980
Optum Health Services (Canada) Ltd. February 2014 - Present
Benefitfocus September 2012 - January 2014
Town Planner November 2008 - December 2012
Modulant July 2009 - March 2011
SPAWAR 2009 - 2010
Oppenheimer & Co. July 2006 - September 2008
Uniprise April 2003 - July 2006
Morgan Stanley Dean Witter 1997 - 2002
UPS September 1995 - September 1997
PaineWebber, Inc. 1982 - 1995
Skills
Leadership, Advertising, Software Development, Strategic Planning, Project Management, Customer Service, Team Building, Data Center, Business Development, SDLC, Social Media, Marketing Strategy, Business Analysis, Microsoft Office, Management, Program Management, Marketing
Education
City University of New York City College 1979 — 1980
Gina Catalano Gina Catalano's Morgan Stanley Dean Witter Experience June 1994 - October 1996
Job District Sales Manager
Industry Medical Devices
Experience
CR Bard September 2014 - Present
Genzyme Sanofi May 2013 - September 2014
Medtronic April 2012 - April 2013
Medtronic January 2011 - April 2012
Medtronic April 2009 - March 2011
Medtronic May 2007 - April 2009
Mary Kay Inc. December 2003 - May 2007
Ethicon Endo-Surgery May 1998 - December 2003
CR Bard October 1996 - May 1998
Morgan Stanley Dean Witter June 1994 - October 1996
Skills
Urology, Customer Retention, Medical Devices, Capital Equipment, Hospitals, Operating Room, Sales Operations, Sales Management, Surgeons, Market Development, Healthcare, Cross-functional Team..., Sales, Orthopedic, Surgery, Product Launch, Direct Sales, Territory Management
Education
Dowling College
B.B.A., Finance
CR Bard September 2014 - Present
Genzyme Sanofi May 2013 - September 2014
Medtronic April 2012 - April 2013
Medtronic January 2011 - April 2012
Medtronic April 2009 - March 2011
Medtronic May 2007 - April 2009
Mary Kay Inc. December 2003 - May 2007
Ethicon Endo-Surgery May 1998 - December 2003
CR Bard October 1996 - May 1998
Morgan Stanley Dean Witter June 1994 - October 1996
Skills
Urology, Customer Retention, Medical Devices, Capital Equipment, Hospitals, Operating Room, Sales Operations, Sales Management, Surgeons, Market Development, Healthcare, Cross-functional Team..., Sales, Orthopedic, Surgery, Product Launch, Direct Sales, Territory Management
Education
Dowling College
B.B.A., Finance
Roger Vanasse Roger Vanasse's Morgan Stanley Dean Witter Experience January 1996 - January 1997
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
J.S. Paluch Company, Inc. August 2003 - Present
J.S. Paluch Company, Inc. January 2008 - January 2011
JS Paluch Company, Inc January 2003 - January 2011
J.S. Paluch Company, Inc. 2003 - 2011
J.S. Paluch Company, Inc. January 2003 - January 2008
Liturgical Publications, Inc January 2001 - January 2003
IDEX Mutual Funds January 1999 - January 2001
Charles Schwab January 1997 - January 1999
Morgan Stanley Dean Witter January 1996 - January 1997
Skills
Social Media, Account Management, Advertising, Marketing Strategy, Marketing Communications, New Business Development, Marketing, Sales, Online Advertising, Social Media Marketing, Sales Management, Digital Marketing, Digital Media, Publishing, B2B, Customer Service, Public Relations, Editing, Microsoft Office, Email Marketing
Education
Colorado Technical University 2001 — 2003
Studies, Business and Project Management
Robbins Research International, Inc 1996 — 1997
Pikes Peak Community College 1991 — 1993
General Studies
J.S. Paluch Company, Inc. August 2003 - Present
J.S. Paluch Company, Inc. January 2008 - January 2011
JS Paluch Company, Inc January 2003 - January 2011
J.S. Paluch Company, Inc. 2003 - 2011
J.S. Paluch Company, Inc. January 2003 - January 2008
Liturgical Publications, Inc January 2001 - January 2003
IDEX Mutual Funds January 1999 - January 2001
Charles Schwab January 1997 - January 1999
Morgan Stanley Dean Witter January 1996 - January 1997
Skills
Social Media, Account Management, Advertising, Marketing Strategy, Marketing Communications, New Business Development, Marketing, Sales, Online Advertising, Social Media Marketing, Sales Management, Digital Marketing, Digital Media, Publishing, B2B, Customer Service, Public Relations, Editing, Microsoft Office, Email Marketing
Education
Colorado Technical University 2001 — 2003
Studies, Business and Project Management
Robbins Research International, Inc 1996 — 1997
Pikes Peak Community College 1991 — 1993
General Studies
Darrel McNaughton, FPC Darrel McNaughton, FPC's Morgan Stanley Dean Witter Experience June 1995 - January 1998
Job Sr. Accountant Support Specialist at ADP
Industry Financial Services
Experience
ADP March 2005 - Present
Citicorp Investment Services October 2001 - March 2005
TD Waterhouse 1998 - 2001
Morgan Stanley Dean Witter June 1995 - January 1998
Skills
Integration, FSA, ADP Payroll, PEO, 401k, Payroll, Payroll Taxes, Financial Services, SAP, Cold Calling, Employee Benefits, Account Reconciliation, Call Centers, Outlook, Online Brokerage, Electronic Trading..., ACATS, Building Relationships, IRAs, Garnishments, SOX Compliancy, SAS70, Benefits Administration, HRIS, Time & Attendance, Leadership, Relationship Building, Sales Process, Management
Education
CUNY New York City College of Technology 1993 — 1997
Business Management
ADP March 2005 - Present
Citicorp Investment Services October 2001 - March 2005
TD Waterhouse 1998 - 2001
Morgan Stanley Dean Witter June 1995 - January 1998
Skills
Integration, FSA, ADP Payroll, PEO, 401k, Payroll, Payroll Taxes, Financial Services, SAP, Cold Calling, Employee Benefits, Account Reconciliation, Call Centers, Outlook, Online Brokerage, Electronic Trading..., ACATS, Building Relationships, IRAs, Garnishments, SOX Compliancy, SAS70, Benefits Administration, HRIS, Time & Attendance, Leadership, Relationship Building, Sales Process, Management
Education
CUNY New York City College of Technology 1993 — 1997
Business Management
Robert Skaare Robert Skaare's Morgan Stanley Dean Witter Experience June 1997 - October 1998
Job US Investor Services Sales Channel Program Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
T. Rowe Price June 2013 - Present
T. Rowe Price January 2012 - June 2013
Charles Schwab October 2008 - January 2012
Charles Schwab & Co., Inc. April 2004 - October 2008
Charles Schwab January 1999 - April 2004
Morgan Stanley Dean Witter June 1997 - October 1998
John Hancock Financial Services June 1996 - June 1997
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Client Service, Retirement Planning, Financial Services, Insurance, FINRA, Asset, Series 66, Series 9, Series 10, Series 23
Education
College for Financial Planning 2009 — 2013
Certified Financial Planner Studies
College for Financial Planning 2009 — 2013
AAMS
Stonehill College 1992 — 1996
Bachelors of Science in Business Administration, Major: Finance Minor: Economics
Malden Catholic
John Zinaich, CFP®, ChFC, CLU John Zinaich, CFP®, ChFC, CLU's Morgan Stanley Dean Witter Experience 1999 - 2001
Job Wealth Planner at Zinaich Capital and Risk Management
Industry Financial Services
Experience
Zinaich Capital and Risk Management July 2005 - Present
Sandy Spring Bank 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2001
State Farm Insurance 1990 - 1999
Education
Frostburg State University 1988 — 1990
Bachelor of Science, Business
Youngstown State University 1986 — 1988
Zinaich Capital and Risk Management July 2005 - Present
Sandy Spring Bank 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2001
State Farm Insurance 1990 - 1999
Education
Frostburg State University 1988 — 1990
Bachelor of Science, Business
Youngstown State University 1986 — 1988
Apolinar Perdomo's Morgan Stanley Dean Witter Experience April 1998 - October 2002
Job Technician Video Conference at Lockheed Missiles and Space
Industry Defense & Space
Experience
Lockheed Missiles and Space January 2003 - Present
Morgan Stanley Dean Witter April 1998 - October 2002
Education
Technical Career Institute 1987 — 1989
AOS, Electronics Circuits and systems
Columbia College
Bachelor, Managment
Lockheed Missiles and Space January 2003 - Present
Morgan Stanley Dean Witter April 1998 - October 2002
Education
Technical Career Institute 1987 — 1989
AOS, Electronics Circuits and systems
Columbia College
Bachelor, Managment
Ken Hoang Ken Hoang's Morgan Stanley Dean Witter Experience 2005 - 2005
Job Revenue Auditor at Metropolitan Transportation Commission
Industry Marketing and Advertising
Experience
Metropolitan Transportation Commission June 2012 - Present
McCann Worldgroup August 2010 - April 2012
Morris, Davis & Chan LLP 2012 - 2012
Fong, Ko & Associates LLP 2009 - 2009
San Jose Awning Co., Inc. August 2007 - October 2008
Department of Alcohol, Drugs and Mental Health, Yolo County June 2006 - August 2007
Morgan Stanley Dean Witter 2005 - 2005
Skills
Accounting, Accounts Payable, PowerPoint, Word, Excel, Lacerte, Quickbooks, Filemaker Pro, Fundraising, Financial Analysis, Financial Reporting, Social Media, Tax
Education
De Anza College 2008 — 2010
Associate in Arts, Accounting
University of California, Davis 2000 — 2005
Bachelor's degree, Communication
Metropolitan Transportation Commission June 2012 - Present
McCann Worldgroup August 2010 - April 2012
Morris, Davis & Chan LLP 2012 - 2012
Fong, Ko & Associates LLP 2009 - 2009
San Jose Awning Co., Inc. August 2007 - October 2008
Department of Alcohol, Drugs and Mental Health, Yolo County June 2006 - August 2007
Morgan Stanley Dean Witter 2005 - 2005
Skills
Accounting, Accounts Payable, PowerPoint, Word, Excel, Lacerte, Quickbooks, Filemaker Pro, Fundraising, Financial Analysis, Financial Reporting, Social Media, Tax
Education
De Anza College 2008 — 2010
Associate in Arts, Accounting
University of California, Davis 2000 — 2005
Bachelor's degree, Communication
Matthew Nemer, MSF, MBA Matthew Nemer, MSF, MBA's Morgan Stanley Dean Witter Experience May 2005 - August 2005
Job Senior Financial Analyst at Vanderbilt University Medical Center
Industry Hospital & Health Care
Experience
Vanderbilt University Medical Center November 2014 - Present
Vanderbilt University Medical Center November 2012 - November 2014
Morningstar December 2011 - June 2012
CMZ Trading January 2011 - June 2011
Green Square Capital June 2008 - May 2009
Green Square Capital July 2006 - May 2008
Morgan Stanley Dean Witter May 2005 - August 2005
U.S. Senate May 2003 - June 2003
Skills
Valuation, Alternative Assets, Equities, Options, Trading, Finance, Financial Reporting, Financial Analysis, Financial Statement..., Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
M.S. Finance (M.S.F.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Busiess
Rhodes College 2004 — 2008
Bachelor of Arts, Business Administration, Accounting
Vanderbilt University Medical Center November 2014 - Present
Vanderbilt University Medical Center November 2012 - November 2014
Morningstar December 2011 - June 2012
CMZ Trading January 2011 - June 2011
Green Square Capital June 2008 - May 2009
Green Square Capital July 2006 - May 2008
Morgan Stanley Dean Witter May 2005 - August 2005
U.S. Senate May 2003 - June 2003
Skills
Valuation, Alternative Assets, Equities, Options, Trading, Finance, Financial Reporting, Financial Analysis, Financial Statement..., Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
M.S. Finance (M.S.F.)
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Busiess
Rhodes College 2004 — 2008
Bachelor of Arts, Business Administration, Accounting
Henry Su Henry Su's Morgan Stanley Dean Witter Experience June 1999 - August 1999
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase July 2014 - September 2015
Morgan Stanley July 2013 - July 2014
Morgan Stanley Management Service Shanghai Ltd. July 2011 - July 2013
Morgan Stanley December 2000 - July 2011
Morgan Stanley August 2000 - December 2000
Morgan Stanley Dean Witter June 1999 - August 1999
Morgan Stanley Dean Witter June 1998 - August 1998
GuideStar March 1998 - June 1998
Merrill Lynch September 1997 - December 1997
Skills
Unix, Software Development, Databases, Perl, Project Management, Portfolio Management, Business Strategy, Distributed Systems, Capital Markets, Change Management, TCP/IP, Leadership, Operations Management, Management, Microsoft SQL Server, Sybase, Product Management, Linux, TWiki
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (MBA)
The College of William and Mary 1996 — 2000
Bachelor of Business Administration (BBA), Minor: Computer Science
The Lawrenceville School 1993 — 1996
International School of Beijing 1990 — 1993
Ed Reedholm Ed Reedholm's Morgan Stanley Dean Witter Experience May 1980 - February 1992
Job Principal, Edwin Reedholm Associates, LLC
Industry Professional Training & Coaching
Experience
Edwin Reedholm Associates, LLC January 2005 - Present
Center for Creative Leadership January 2005 - April 2009
Winterset Corporation January 1999 - January 2005
Transmedia, Inc January 1993 - January 1998
Morgan Stanley Dean Witter May 1980 - February 1992
Skills
Strategic Planning, Public Speaking, Start-ups, Entrepreneurship, New Business Development, Professional Mediation, Executive Coaching, Leadership Development, Business Development, Program Management
Education
College for Financial Planning 1992 — 2002
Certified Financial Planner, Stock Options; Retirement Planning
Iowa State University 1982 — 1985
M.S., Medical Zoology
Wartburg College 1966 — 1970
B.A., Biology: Chemistry
Edwin Reedholm Associates, LLC January 2005 - Present
Center for Creative Leadership January 2005 - April 2009
Winterset Corporation January 1999 - January 2005
Transmedia, Inc January 1993 - January 1998
Morgan Stanley Dean Witter May 1980 - February 1992
Skills
Strategic Planning, Public Speaking, Start-ups, Entrepreneurship, New Business Development, Professional Mediation, Executive Coaching, Leadership Development, Business Development, Program Management
Education
College for Financial Planning 1992 — 2002
Certified Financial Planner, Stock Options; Retirement Planning
Iowa State University 1982 — 1985
M.S., Medical Zoology
Wartburg College 1966 — 1970
B.A., Biology: Chemistry
Eric Hoehn Eric Hoehn's Morgan Stanley Dean Witter Experience 1994 - 1996
Job Pastor at Hill Country Bible Church
Industry Religious Institutions
Experience
Hill Country Bible Church April 2007 - Present
Hope Evangelical Free Church 2003 - 2007
HSBC 2000 - 2003
Pactiv 1998 - 2000
Knightsbridge Solutions LLC 1996 - 1998
Morgan Stanley Dean Witter 1994 - 1996
Gages Lake Bible Church 1993 - 1996
Wethersfield Evangelical Free Church 1991 - 1993
Recovering Biblical Manhood & Womanhood - John Piper & Wayne Grudem 1990 - 1991
Baxter 1986 - 1991
Skills
Process Improvement, Theology, Leadership Development, Volunteer Management, Pastoral Care, Team Leadership, Project Management, Program Management, Preaching, Business Analysis, Church Events, Public Speaking, Leadership, Staff Development, Teaching, Research, Discipleship, Community Outreach, Psychotherapy, Biblical Studies, Evangelism, College Ministry, Team Building, Integrity, Religion, Bible, Youth Ministry, Nonprofits, Conflict Resolution, Missions
Education
Avila Institute 2015 — 2018
Certificate, Spiritual Theology
DePaul University 1993 — 1994
Computer Career Program with Distinction, Computer Science
Trinity International University 1987 — 1991
MDiv Cum Laude, Theology & Old Testament
Western Illinois University 1984 — 1986
BS Magna Cum Laude, Psychology / Computer Science
College of DuPage 1982 — 1984
AAS With High Honors, Computer Science
West Chicago Community Highschool 1973 — 1977
High School
Hill Country Bible Church April 2007 - Present
Hope Evangelical Free Church 2003 - 2007
HSBC 2000 - 2003
Pactiv 1998 - 2000
Knightsbridge Solutions LLC 1996 - 1998
Morgan Stanley Dean Witter 1994 - 1996
Gages Lake Bible Church 1993 - 1996
Wethersfield Evangelical Free Church 1991 - 1993
Recovering Biblical Manhood & Womanhood - John Piper & Wayne Grudem 1990 - 1991
Baxter 1986 - 1991
Skills
Process Improvement, Theology, Leadership Development, Volunteer Management, Pastoral Care, Team Leadership, Project Management, Program Management, Preaching, Business Analysis, Church Events, Public Speaking, Leadership, Staff Development, Teaching, Research, Discipleship, Community Outreach, Psychotherapy, Biblical Studies, Evangelism, College Ministry, Team Building, Integrity, Religion, Bible, Youth Ministry, Nonprofits, Conflict Resolution, Missions
Education
Avila Institute 2015 — 2018
Certificate, Spiritual Theology
DePaul University 1993 — 1994
Computer Career Program with Distinction, Computer Science
Trinity International University 1987 — 1991
MDiv Cum Laude, Theology & Old Testament
Western Illinois University 1984 — 1986
BS Magna Cum Laude, Psychology / Computer Science
College of DuPage 1982 — 1984
AAS With High Honors, Computer Science
West Chicago Community Highschool 1973 — 1977
High School
Neil Murman Neil Murman's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Senior Account Executive Candidate with Expertise in the Technology, Telecom and Financial Services Industries
Industry Information Technology and Services
Experience
NSM & Associates July 2009 - Present
Tier1 Research The 451 Group 2007 - 2009
Granite Telecommunications 2006 - 2007
NY Computer Tutor 2000 - 2006
Equinix 2001 - 2001
ICG Communications 1999 - 2001
Globix Corporation 1998 - 2000
Morgan Stanley Dean Witter 1997 - 1998
Fifth Avenue Research & Advisory 1995 - 1997
Standard & Poor's COMSTOCK 1994 - 1995
Skills
Salesforce.com, Data Center, Cloud Computing, New Business Development, Business Development, Co-location, Solution Selling, Telecommunications, Managed Services, Product Marketing, Professional Services, Management, Sales Operations, Cold Calling, SaaS, Contract Negotiation, Direct Sales, Virtualization, Outsourcing, Managed Hosting, VoIP, Executive Management, Start-ups, Strategic Planning, Product Management, Strategic Partnerships, Selling, Strategy, Networking, CRM, IaaS, PaaS, E-commerce, Consulting, Sales Management, Account Management, Sales
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance
Duquesne University 1981 — 1985
BS - Business, Finance & Accounting
Shady Side Academy 1978 — 1980
Taylor Allderdice High School 1976 — 1978
NSM & Associates July 2009 - Present
Tier1 Research The 451 Group 2007 - 2009
Granite Telecommunications 2006 - 2007
NY Computer Tutor 2000 - 2006
Equinix 2001 - 2001
ICG Communications 1999 - 2001
Globix Corporation 1998 - 2000
Morgan Stanley Dean Witter 1997 - 1998
Fifth Avenue Research & Advisory 1995 - 1997
Standard & Poor's COMSTOCK 1994 - 1995
Skills
Salesforce.com, Data Center, Cloud Computing, New Business Development, Business Development, Co-location, Solution Selling, Telecommunications, Managed Services, Product Marketing, Professional Services, Management, Sales Operations, Cold Calling, SaaS, Contract Negotiation, Direct Sales, Virtualization, Outsourcing, Managed Hosting, VoIP, Executive Management, Start-ups, Strategic Planning, Product Management, Strategic Partnerships, Selling, Strategy, Networking, CRM, IaaS, PaaS, E-commerce, Consulting, Sales Management, Account Management, Sales
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance
Duquesne University 1981 — 1985
BS - Business, Finance & Accounting
Shady Side Academy 1978 — 1980
Taylor Allderdice High School 1976 — 1978
Renee Francisco Renee Francisco's Morgan Stanley Dean Witter Experience September 1998 - April 2000
Job Senior Analyst/Asset Servicing at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2012 - Present
JP Morgan Clearing Corp March 2008 - August 2012
Bear Stearns Securities & Company May 2000 - February 2008
Morgan Stanley Dean Witter September 1998 - April 2000
Skills
Portfolio Management, Investments, Management, Corporate Actions, Mergers & Acquisitions, Middle Office, Options, Settlement, Banking, Financial Analysis, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
JPMorgan Chase & Co. September 2012 - Present
JP Morgan Clearing Corp March 2008 - August 2012
Bear Stearns Securities & Company May 2000 - February 2008
Morgan Stanley Dean Witter September 1998 - April 2000
Skills
Portfolio Management, Investments, Management, Corporate Actions, Mergers & Acquisitions, Middle Office, Options, Settlement, Banking, Financial Analysis, Equities, Investment Banking, Fixed Income, Capital Markets, Derivatives
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
John Barringer-CFP®'s Morgan Stanley Dean Witter Experience August 1996 - December 2002
Job Managing Partner at Executive Wealth Planning Partners
Industry Financial Services
Experience
Executive Wealth Planning Partners January 2015 - Present
Denver Chapter National Association of Stock Plan Professsionals October 1993 - Present
Morgan Stanley Wealth Management September 1986 - January 2015
Morgan Stanley Dean Witter August 1996 - December 2002
Retail Systems, Sales & Solutions LLC October 1978 - June 1985
Basque Sports 1975 - 1978
Christy Sports December 1972 - August 1975
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certified Equity Professional
University of Pennsylvania - The Wharton School 2007 — 2007
Professional Certificate, Investment Consultant
College for Financial Planning 2002 — 2004
Masters, Personal Financial Planning
University of Colorado Boulder 1975 — 1980
BA, Economics
Executive Wealth Planning Partners January 2015 - Present
Denver Chapter National Association of Stock Plan Professsionals October 1993 - Present
Morgan Stanley Wealth Management September 1986 - January 2015
Morgan Stanley Dean Witter August 1996 - December 2002
Retail Systems, Sales & Solutions LLC October 1978 - June 1985
Basque Sports 1975 - 1978
Christy Sports December 1972 - August 1975
Education
Santa Clara University - Leavey School of Business 2009 — 2009
Certified Equity Professional
University of Pennsylvania - The Wharton School 2007 — 2007
Professional Certificate, Investment Consultant
College for Financial Planning 2002 — 2004
Masters, Personal Financial Planning
University of Colorado Boulder 1975 — 1980
BA, Economics
Dawn Sconzo's Morgan Stanley Dean Witter Experience February 1999 - September 1999
Job Sales Representative at Rush Computer Rentals/ an Electro Rent Company
Industry Information Technology and Services
Experience
Rush Computer Rentals/ an Electro Rent Company May 2012 - Present
DMR Emerging Technologies November 2010 - May 2012
PerfectSoftware February 2010 - October 2010
CheckPoint HR June 2008 - January 2010
ADP January 2006 - February 2008
ADP August 2000 - December 2005
Lawson Software September 1999 - August 2000
Morgan Stanley Dean Witter February 1999 - September 1999
Salomon Smith Barney (formerly Salomon Brothers) May 1997 - January 1999
Applied Graphics Technologies June 1993 - May 1997
Skills
Cold Calling, Sales, Training, Selling, New Business Development, Management, Sales Operations, Direct Sales, Lead Generation, B2B, CRM, Account Management, Customer Retention, Business Development, Pricing Strategy, Deal Closure, Sales Process, Talent Acquisition, Networking, Time Management, Customer Satisfaction, Sales Presentations, Strategic Partnerships, Business Intelligence, Strategy, Leadership, Closing Deals, Pricing Negotiation, Building Relationships, Consultative Selling, Enterprise Software
Education
Rutgers, The State University of New Jersey-New Brunswick
Received Human Resource Management Certificate
Fairleigh Dickinson University
East Stroudsburg University of Pennsylvania
BS
Hasbrouck Heights
Rush Computer Rentals/ an Electro Rent Company May 2012 - Present
DMR Emerging Technologies November 2010 - May 2012
PerfectSoftware February 2010 - October 2010
CheckPoint HR June 2008 - January 2010
ADP January 2006 - February 2008
ADP August 2000 - December 2005
Lawson Software September 1999 - August 2000
Morgan Stanley Dean Witter February 1999 - September 1999
Salomon Smith Barney (formerly Salomon Brothers) May 1997 - January 1999
Applied Graphics Technologies June 1993 - May 1997
Skills
Cold Calling, Sales, Training, Selling, New Business Development, Management, Sales Operations, Direct Sales, Lead Generation, B2B, CRM, Account Management, Customer Retention, Business Development, Pricing Strategy, Deal Closure, Sales Process, Talent Acquisition, Networking, Time Management, Customer Satisfaction, Sales Presentations, Strategic Partnerships, Business Intelligence, Strategy, Leadership, Closing Deals, Pricing Negotiation, Building Relationships, Consultative Selling, Enterprise Software
Education
Rutgers, The State University of New Jersey-New Brunswick
Received Human Resource Management Certificate
Fairleigh Dickinson University
East Stroudsburg University of Pennsylvania
BS
Hasbrouck Heights
Alla Train's Morgan Stanley Dean Witter Experience July 1999 - October 1999
Job Head of Incident Reporting and Issue Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Bill Cwiekalo's Morgan Stanley Dean Witter Experience January 1999 - May 1999
Job Graphic Design and Production
Industry Graphic Design
Experience
Bill Cwiekalo February 1995 - Present
Riverdale YM-YWHA November 2011 - March 2015
Latina Magazine August 2010 - August 2010
Hearst Magazines August 2008 - October 2008
Cliff Freeman and Partners August 2008 - August 2008
Quick & Simple Magazine December 2005 - July 2008
We're Your Type, Inc. August 1999 - November 2005
Morgan Stanley Dean Witter January 1999 - May 1999
Morgan Stanley Dean WItter October 1998 - December 1998
Mirage Apparel Group, Ltd. August 1998 - August 1998
Skills
Adobe Creative Suite, InDesign, Layout, Dreamweaver, Mac, Adobe Acrobat, Illustrator, Logo Design, Graphic Design, Photoshop, Publishing, Flash, Brochures, Newsletters, Corporate Identity, Content Management, Advertising, CSS, Adobe Fireworks, OS X, Magazines, Art, K4 Publishing System, HTML, Acrobat, Fireworks, Mac OS X, Newspapers
Education
Fashion Institute of Technology 2005 — 2006
High School of Art & Design 1982 — 1985
Bill Cwiekalo February 1995 - Present
Riverdale YM-YWHA November 2011 - March 2015
Latina Magazine August 2010 - August 2010
Hearst Magazines August 2008 - October 2008
Cliff Freeman and Partners August 2008 - August 2008
Quick & Simple Magazine December 2005 - July 2008
We're Your Type, Inc. August 1999 - November 2005
Morgan Stanley Dean Witter January 1999 - May 1999
Morgan Stanley Dean WItter October 1998 - December 1998
Mirage Apparel Group, Ltd. August 1998 - August 1998
Skills
Adobe Creative Suite, InDesign, Layout, Dreamweaver, Mac, Adobe Acrobat, Illustrator, Logo Design, Graphic Design, Photoshop, Publishing, Flash, Brochures, Newsletters, Corporate Identity, Content Management, Advertising, CSS, Adobe Fireworks, OS X, Magazines, Art, K4 Publishing System, HTML, Acrobat, Fireworks, Mac OS X, Newspapers
Education
Fashion Institute of Technology 2005 — 2006
High School of Art & Design 1982 — 1985
Terri Rowe's Morgan Stanley Dean Witter Experience June 1990 - September 1991
Job Registered Support Assistant at Ameriprise Financial, Inc.
Industry Investment Management
Experience
Ameriprise Financial April 2002 - Present
Plante & Moran Financial Advisors August 2001 - April 2002
Smith Barney June 1999 - August 2001
Norton Capital Management January 1995 - June 1999
Smith Barney September 1991 - January 1995
Morgan Stanley Dean Witter June 1990 - September 1991
Smith Barney January 1987 - June 1990
Skills
Series 7, Licensing, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Bonds, Estate Planning, Investments, Series 63, Equities, Portfolio Management, Insurance, Asset Allocation, Series 6, Investment Advisory, Retirement, Fixed Annuities, 401k
Education
El Camino College 1983 — 1985
Business
Aviation High School 1979 — 1982
Ameriprise Financial April 2002 - Present
Plante & Moran Financial Advisors August 2001 - April 2002
Smith Barney June 1999 - August 2001
Norton Capital Management January 1995 - June 1999
Smith Barney September 1991 - January 1995
Morgan Stanley Dean Witter June 1990 - September 1991
Smith Barney January 1987 - June 1990
Skills
Series 7, Licensing, Mutual Funds, Wealth Management, Retirement Planning, Strategic Financial..., Bonds, Estate Planning, Investments, Series 63, Equities, Portfolio Management, Insurance, Asset Allocation, Series 6, Investment Advisory, Retirement, Fixed Annuities, 401k
Education
El Camino College 1983 — 1985
Business
Aviation High School 1979 — 1982
Greg Allen(dag@ffec.com)'s Morgan Stanley Dean Witter Experience 1995 - 2000
Job Board of Governors at Concord University
Industry Financial Services
Experience
Concord University August 2012 - Present
Disciplined Advisors Group 2006 - Present
Banc of America Investments 2003 - 2005
Morgan Stanley 1978 - 2003
Morgan Stanley Dean Witter 1995 - 2000
Merrill Lynch 1972 - 1977
Skills
Investments
Education
Concord University 1966 — 1970
Bachelor of Science (BS), Business/Economics
College for Financial Planning
CFP
Concord University August 2012 - Present
Disciplined Advisors Group 2006 - Present
Banc of America Investments 2003 - 2005
Morgan Stanley 1978 - 2003
Morgan Stanley Dean Witter 1995 - 2000
Merrill Lynch 1972 - 1977
Skills
Investments
Education
Concord University 1966 — 1970
Bachelor of Science (BS), Business/Economics
College for Financial Planning
CFP
Igor Zilberman, CFA's Morgan Stanley Dean Witter Experience May 1999 - April 2001
Job Head of Research
Industry Investment Management
Experience
XTF Inc. May 2008 - Present
XTF Global Asset Management June 2006 - February 2008
Dreyfus Financial December 2005 - March 2006
Thomson Financial 2004 - 2005
Morgan Stanley Dean Witter May 1999 - April 2001
Skills
ETFs, Investment Strategies, Equities, Quantitative Finance, Mutual Funds, Portfolio Management, Management, Investments, Equity Research, Hedge Funds, Fixed Income, Analysis, Capital Markets, Emerging Markets, Finance, Alternative Investments, Financial Markets, Derivatives
Education
City University of New York-Hunter College 1996 — 2001
BS, Econimics
Madison High School
XTF Inc. May 2008 - Present
XTF Global Asset Management June 2006 - February 2008
Dreyfus Financial December 2005 - March 2006
Thomson Financial 2004 - 2005
Morgan Stanley Dean Witter May 1999 - April 2001
Skills
ETFs, Investment Strategies, Equities, Quantitative Finance, Mutual Funds, Portfolio Management, Management, Investments, Equity Research, Hedge Funds, Fixed Income, Analysis, Capital Markets, Emerging Markets, Finance, Alternative Investments, Financial Markets, Derivatives
Education
City University of New York-Hunter College 1996 — 2001
BS, Econimics
Madison High School
Carree Olshansky's Morgan Stanley Dean Witter Experience May 1999 - February 2001
Job Water Conservation Specialist at Suwannee River Water Management District
Industry Environmental Services
Experience
Suwannee River Water Management District October 2013 - Present
Franklin Templeton Investments January 2009 - October 2013
Franklin Templeton Investments January 2008 - January 2009
Franklin Templeton Investments July 2002 - February 2007
Franklin Templeton Investments March 2001 - July 2002
Morgan Stanley Dean Witter May 1999 - February 2001
Skills
Product Marketing, Product Launch, Marketing Strategy, Marketing Communications, International Marketing, Marketing, Relationship Management, Product Management, Presentation Development, Institutional Investors, Mutual Funds, Sustainable Business, Fund Accounting, FactSet, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Mac, Windows, Adobe, Marketing Copy, Proofreading, Institutional..., Equities, Investments, Strategy, Integrated Marketing, Market Research
Education
Florida Atlantic University 2004 — 2007
MBA, Environmental Studies
University of Florida 1995 — 1999
BSBA, Finance & Economics
Saint Andrew's School 1992 — 1995
Suwannee River Water Management District October 2013 - Present
Franklin Templeton Investments January 2009 - October 2013
Franklin Templeton Investments January 2008 - January 2009
Franklin Templeton Investments July 2002 - February 2007
Franklin Templeton Investments March 2001 - July 2002
Morgan Stanley Dean Witter May 1999 - February 2001
Skills
Product Marketing, Product Launch, Marketing Strategy, Marketing Communications, International Marketing, Marketing, Relationship Management, Product Management, Presentation Development, Institutional Investors, Mutual Funds, Sustainable Business, Fund Accounting, FactSet, Bloomberg, PowerPoint, Microsoft Excel, Microsoft Office, Mac, Windows, Adobe, Marketing Copy, Proofreading, Institutional..., Equities, Investments, Strategy, Integrated Marketing, Market Research
Education
Florida Atlantic University 2004 — 2007
MBA, Environmental Studies
University of Florida 1995 — 1999
BSBA, Finance & Economics
Saint Andrew's School 1992 — 1995
Ursula Clay's Morgan Stanley Dean Witter Experience December 1995 - December 1997
Job Clay Consulting LLC
Industry Financial Services
Experience
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
Eric Passin's Morgan Stanley Dean Witter Experience 1990 - 1993
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
Leroy Hodo, CMA / CPA's Morgan Stanley Dean Witter Experience March 1986 - November 2001
Job Business Unit Controller / Plant Manager at Benchmark Electronics, Inc. (and CTS Corporation)
Industry Financial Services
Experience
Benchmark Electronics, Inc. (and CTS Corporation) July 2008 - Present
Metavante November 2001 - November 2003
Morgan Stanley Dean Witter March 1986 - November 2001
Abbott March 1982 - March 1986
PwC (formerly Coopers & Lybrand) July 1978 - March 1982
Skills
Variance Analysis, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, Cash Management, Accounting, Financial Analysis, Manufacturing, Consolidation, ERP, Cost Accounting, Payroll, Change Management, Finance, Process Improvement, Internal Controls, Management, Forecasting, Analysis, Cross-functional Team..., Budgets, Leadership, Accounts Payable, Sarbanes-Oxley, Auditing, Project Planning, Managerial Finance, Revenue Recognition, Six Sigma, Team Building, Outsourcing, Mergers & Acquisitions, SAP, SEC filings, Internal Audit, Financial Accounting, Essbase, US GAAP, Accounts Receivable, Cash Flow, Financial Audits, General Ledger, Business Process..., P&L, Strategic Financial..., Financial Modeling, Acquisition Integration, Treasury, CPA, Account Reconciliation
Education
DePaul University 1974 — 1978
Bachelor's degree, Accounting
DePaul University 1974 — 1978
Bachelor’s Degree, Accounting, 3.5
Benchmark Electronics, Inc. (and CTS Corporation) July 2008 - Present
Metavante November 2001 - November 2003
Morgan Stanley Dean Witter March 1986 - November 2001
Abbott March 1982 - March 1986
PwC (formerly Coopers & Lybrand) July 1978 - March 1982
Skills
Variance Analysis, Financial Reporting, Hyperion Enterprise, Sarbanes-Oxley Act, Cash Management, Accounting, Financial Analysis, Manufacturing, Consolidation, ERP, Cost Accounting, Payroll, Change Management, Finance, Process Improvement, Internal Controls, Management, Forecasting, Analysis, Cross-functional Team..., Budgets, Leadership, Accounts Payable, Sarbanes-Oxley, Auditing, Project Planning, Managerial Finance, Revenue Recognition, Six Sigma, Team Building, Outsourcing, Mergers & Acquisitions, SAP, SEC filings, Internal Audit, Financial Accounting, Essbase, US GAAP, Accounts Receivable, Cash Flow, Financial Audits, General Ledger, Business Process..., P&L, Strategic Financial..., Financial Modeling, Acquisition Integration, Treasury, CPA, Account Reconciliation
Education
DePaul University 1974 — 1978
Bachelor's degree, Accounting
DePaul University 1974 — 1978
Bachelor’s Degree, Accounting, 3.5
Galina Fradkina's Morgan Stanley Dean Witter Experience February 1999 - June 2000
Job Sr. Technical Product Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters December 2008 - Present
Thomson Reuters July 2007 - December 2008
Thomson Financial (merged into Thomson Reuters) June 2000 - June 2007
Morgan Stanley Dean Witter February 1999 - June 2000
Skills
Software Project..., Agile Methodologies, Agile Project Management, SDLC, Scrum, Product Management, Requirements Analysis, Business Analysis, Data Warehousing, Business Intelligence, Microsoft SQL Server, Amazon Web Services..., XML, Web Services, SOA, Software Development, SaaS, Enterprise Software, Integration, Market Data, Linux, Cloud Computing, Unix, C++ Language, Solution Architecture, Solaris, JIRA, SharePoint, Clarity, MS Project, Visio
Education
City University of New York-Brooklyn College 1997 — 2000
Bachelor's Degree, Computer Science
Thomson Reuters December 2008 - Present
Thomson Reuters July 2007 - December 2008
Thomson Financial (merged into Thomson Reuters) June 2000 - June 2007
Morgan Stanley Dean Witter February 1999 - June 2000
Skills
Software Project..., Agile Methodologies, Agile Project Management, SDLC, Scrum, Product Management, Requirements Analysis, Business Analysis, Data Warehousing, Business Intelligence, Microsoft SQL Server, Amazon Web Services..., XML, Web Services, SOA, Software Development, SaaS, Enterprise Software, Integration, Market Data, Linux, Cloud Computing, Unix, C++ Language, Solution Architecture, Solaris, JIRA, SharePoint, Clarity, MS Project, Visio
Education
City University of New York-Brooklyn College 1997 — 2000
Bachelor's Degree, Computer Science
Kathryn Majid's Morgan Stanley Dean Witter Experience 1999 - 1999
Job Lead Project (IT) Analyst at Visiting Nurse Service of NY
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York 2003 - Present
Visiting Nurse Service of NY 2001 - Present
Merrill Lynch 2001 - 2001
Madison Real Estate Technologies 1999 - 2000
Morgan-Stanley Dean Witter 1999 - 1999
Skills
Databases, EMR, Healthcare Information..., Quality Assurance, Integration
Education
Duke University
BA, Psychology, French
Université Paris-Sorbonne
1er degre, French, Linguistics
Visiting Nurse Service of New York 2003 - Present
Visiting Nurse Service of NY 2001 - Present
Merrill Lynch 2001 - 2001
Madison Real Estate Technologies 1999 - 2000
Morgan-Stanley Dean Witter 1999 - 1999
Skills
Databases, EMR, Healthcare Information..., Quality Assurance, Integration
Education
Duke University
BA, Psychology, French
Université Paris-Sorbonne
1er degre, French, Linguistics
Chris Newcomb's Morgan Stanley Dean Witter Experience May 1990 - February 1994
Job Remarketing Sales Manager at Enterprise Rent A Car
Industry Automotive
Experience
Enterprise Rent-A-Car December 1995 - Present
Enterprise Rent-A-Car 1995 - 2014
marketing one securities Inc February 1994 - August 1995
Morgan Stanley Dean Witter May 1990 - February 1994
Skills
New Business Development, Market Analysis, Business Development, Marketing Strategy, Customer Service, Leadership, Sales Management, Automotive, New Hire Training, Sales, Account Management, Staff Development, Negotiation, Customer Satisfaction, Microsoft Excel, Microsoft Office, Marketing, Forecasting, Strategic Planning
Education
Drew University 1986 — 1990
economics, Business/Economics
Earl L Vandermeulen High School 1983 — 1988
Bachelor of Arts (B.A.), Economics
Enterprise Rent-A-Car December 1995 - Present
Enterprise Rent-A-Car 1995 - 2014
marketing one securities Inc February 1994 - August 1995
Morgan Stanley Dean Witter May 1990 - February 1994
Skills
New Business Development, Market Analysis, Business Development, Marketing Strategy, Customer Service, Leadership, Sales Management, Automotive, New Hire Training, Sales, Account Management, Staff Development, Negotiation, Customer Satisfaction, Microsoft Excel, Microsoft Office, Marketing, Forecasting, Strategic Planning
Education
Drew University 1986 — 1990
economics, Business/Economics
Earl L Vandermeulen High School 1983 — 1988
Bachelor of Arts (B.A.), Economics
Jude Rickman, Esq.'s Morgan Stanley Dean Witter Experience 1994 - 1999
Job Attorney
Industry Law Practice
Experience
AmLaw 100 (Jones Day, Cravath, Debevoise, Orrick, Linklaters...) October 2010 - Present
Rickman Law Office June 1996 - Present
NYCBA Foreign and Comparative Law Committee 2012 - December 2014
Proskauer Rose LLP 2001 - December 2008
DF King 1997 - 2000
Morgan Stanley Dean Witter 1994 - 1999
Skills
Legal Translation, Legal Research, Corporate Law, Intellectual Property, Litigation, Corporate Governance, Licensing, Commercial Litigation, Legal Advice, Arbitration, Appeals, International Law, Legal Writing, Securities, Civil Litigation, Legal Assistance, Dispute Resolution, Employment Law, Joint Ventures, Document Review, Due Diligence, Securities Regulation, Bankruptcy, Litigation Support, Courts, Mediation, Construction Law
Education
Fordham University School of Law 1992 — 1996
JD, Law
City University of New York-Hunter College 1988 — 1992
BA, SCL, Thomas Hunter Schoolwide Honors; Media Studies, Magna Cum Laude
Mechanics Institute, General Society of Mechanics and Tradesmen 2010 — 2014
Certificate, Historic Preservation, Project Management
AHS
Regents Degree (Honors), College Entrance
AmLaw 100 (Jones Day, Cravath, Debevoise, Orrick, Linklaters...) October 2010 - Present
Rickman Law Office June 1996 - Present
NYCBA Foreign and Comparative Law Committee 2012 - December 2014
Proskauer Rose LLP 2001 - December 2008
DF King 1997 - 2000
Morgan Stanley Dean Witter 1994 - 1999
Skills
Legal Translation, Legal Research, Corporate Law, Intellectual Property, Litigation, Corporate Governance, Licensing, Commercial Litigation, Legal Advice, Arbitration, Appeals, International Law, Legal Writing, Securities, Civil Litigation, Legal Assistance, Dispute Resolution, Employment Law, Joint Ventures, Document Review, Due Diligence, Securities Regulation, Bankruptcy, Litigation Support, Courts, Mediation, Construction Law
Education
Fordham University School of Law 1992 — 1996
JD, Law
City University of New York-Hunter College 1988 — 1992
BA, SCL, Thomas Hunter Schoolwide Honors; Media Studies, Magna Cum Laude
Mechanics Institute, General Society of Mechanics and Tradesmen 2010 — 2014
Certificate, Historic Preservation, Project Management
AHS
Regents Degree (Honors), College Entrance
Anna GRIVAS's Morgan Stanley Dean Witter Experience 1983 - 1993
Job ACTS Action in Community Through Service
Industry Nonprofit Organization Management
Experience
ACTS - Action in Community Through Service November 2012 - Present
ACTS/Turning Points June 2009 - August 2012
Nikon Metrology, Inc. (formerly Metris USA) February 2008 - May 2010
Northwest Federal Credit Union June 2003 - December 2007
Tellabs September 2000 - June 2003
Digital Ocular Networks 2000 - 2003
Ocular Networks 2000 - 2001
Pulsecom May 1995 - September 2000
Morgan Stanley Dean Witter 1983 - 1993
Greek Orthodox Archdiocese of America 1978 - 1983
Skills
Management, Benefits Administration, Recruiting, Employee Benefits, Start-ups, Talent Acquisition, Human Resources, Interviews, Personnel Management, Compensation & Benefit, Employee Training, Social Services, Program Management, Time Management, Policy, Training
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Science, Psychology
ACTS - Action in Community Through Service November 2012 - Present
ACTS/Turning Points June 2009 - August 2012
Nikon Metrology, Inc. (formerly Metris USA) February 2008 - May 2010
Northwest Federal Credit Union June 2003 - December 2007
Tellabs September 2000 - June 2003
Digital Ocular Networks 2000 - 2003
Ocular Networks 2000 - 2001
Pulsecom May 1995 - September 2000
Morgan Stanley Dean Witter 1983 - 1993
Greek Orthodox Archdiocese of America 1978 - 1983
Skills
Management, Benefits Administration, Recruiting, Employee Benefits, Start-ups, Talent Acquisition, Human Resources, Interviews, Personnel Management, Compensation & Benefit, Employee Training, Social Services, Program Management, Time Management, Policy, Training
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Science, Psychology
Dayna May's Morgan Stanley Dean Witter Experience May 2001 - October 2002
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
J.P. Morgan Securities May 2014 - Present
J.P. Morgan Securities January 2013 - May 2014
J.P. Morgan June 2012 - January 2013
Deutsche Bank Alex Brown January 2012 - June 2012
Deutsche Bank Alex Brown November 2004 - December 2011
Fidelity Investments August 2004 - November 2004
Wachovia Securities Financial Network March 2003 - August 2004
Morgan Stanley Dean Witter May 2001 - October 2002
Skills
Bonds, Wealth Management, Securities, Asset Management, Microsoft Excel, Financial Analysis, Hedge Funds, Investments, Portfolio Management, PowerPoint, Series 7, Financial Modeling
Education
The University of Georgia 1999 — 2001
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Georgia State University 1997 — 1998
Maria Kountz's Morgan Stanley Dean Witter Experience December 1999 - March 2000
Job Legal Secretary at Carrington Coleman Sloman and Blumenthal
Industry Security and Investigations
Experience
Stroz Friedberg July 2008 - March 2015
Carrington, Coleman, Sloman & Blumenthal, LLP 2000 - 2008
Morgan Stanley Dean Witter December 1999 - March 2000
Careington International 1998 - 1999
Harte-Hanks 1996 - 1998
Skills
Litigation, Trials, Microsoft Office, Outlook, Background Checks, Litigation Support, Office Management, Legal Research, Private Investigations, Enforcement, Civil Litigation, Document Review
Education
The University of Texas at Austin 1997 — 1998
El Centro College
Stroz Friedberg July 2008 - March 2015
Carrington, Coleman, Sloman & Blumenthal, LLP 2000 - 2008
Morgan Stanley Dean Witter December 1999 - March 2000
Careington International 1998 - 1999
Harte-Hanks 1996 - 1998
Skills
Litigation, Trials, Microsoft Office, Outlook, Background Checks, Litigation Support, Office Management, Legal Research, Private Investigations, Enforcement, Civil Litigation, Document Review
Education
The University of Texas at Austin 1997 — 1998
El Centro College
Konrad Krill's Morgan Stanley Dean Witter Experience June 1986 - June 1997
Job Undisclosed Investment Bank
Industry Investment Management
Experience
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Sterne Agee February 2009 - Present
UBS Wealth Management June 2008 - February 2009
UBS Investment Bank February 2001 - May 2008
Morgan Stanley Dean Witter June 1986 - June 1997
Skills
Equities, Equity Research, Hedge Funds, Derivatives, Investment Banking, Capital Markets, Investments, Wealth Management, Funding, Financial Advisory, Alternative Investments, Commodity
Education
Fairleigh Dickinson University 1982 — 1986
MBA, Finance
Fairleigh Dickinson University 1977 — 1981
BS, Business Management, Accounting
Sam Gallucci CFP (R) CPWA (R)'s Morgan Stanley Dean Witter Experience 1999 - 2004
Job National CoHead Wealth Specialist Teams at Citi PWM
Industry Financial Services
Experience
Citi PWM May 2013 - Present
Citi PWM September 2012 - Present
Advisors Ahead March 2012 - October 2012
Morgan Stanley March 1999 - March 2012
Morgan Stanley Dean Witter 1999 - 2004
KPMG Peat Marwick April 1992 - March 1999
Skills
Tax, High Net Worth..., Wealth Management, Series 7, Financial Planning, Retirement Planning, Retirement, Insurance, Estate Planning, Strategic Financial..., Wealth Management..., Portfolio Management, Mutual Funds, Financial Planners, Wealth, Series 24, Financial Services, Investments, Fixed Income, Securities, Relationship Management, Asset Management, FINRA, Equities, Asset Allocation, Series 63, Alternative Investments, Trusts, Financial Advisory, Capital Markets
Education
American College 2005 — 2007
MS, Management
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Syracuse University 1973 — 1977
BA, Political Science & Business
Citi PWM May 2013 - Present
Citi PWM September 2012 - Present
Advisors Ahead March 2012 - October 2012
Morgan Stanley March 1999 - March 2012
Morgan Stanley Dean Witter 1999 - 2004
KPMG Peat Marwick April 1992 - March 1999
Skills
Tax, High Net Worth..., Wealth Management, Series 7, Financial Planning, Retirement Planning, Retirement, Insurance, Estate Planning, Strategic Financial..., Wealth Management..., Portfolio Management, Mutual Funds, Financial Planners, Wealth, Series 24, Financial Services, Investments, Fixed Income, Securities, Relationship Management, Asset Management, FINRA, Equities, Asset Allocation, Series 63, Alternative Investments, Trusts, Financial Advisory, Capital Markets
Education
American College 2005 — 2007
MS, Management
Fairleigh Dickinson University 1977 — 1980
MBA, Finance
Syracuse University 1973 — 1977
BA, Political Science & Business
Don Gasgarth's Morgan Stanley Dean Witter Experience 1995 - 1997
Job Managing Director TVP Ventures
Industry Capital Markets
Experience
IA Tech 2009 - Present
Triton Value Partners 2002 - Present
Ptek Ventures 1999 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Strategic Planning, Business Development, Business Strategy, Strategy, Corporate Development, Strategic Partnerships
Education
Emory University 1981 — 1985
BA, Psychology, Economics
IA Tech 2009 - Present
Triton Value Partners 2002 - Present
Ptek Ventures 1999 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Strategic Planning, Business Development, Business Strategy, Strategy, Corporate Development, Strategic Partnerships
Education
Emory University 1981 — 1985
BA, Psychology, Economics
Tom Coglianese's Morgan Stanley Dean Witter Experience February 1989 - February 1990
Job President TC Investment Group, Inc
Industry Financial Services
Experience
TC Investment Group, Inc December 2013 - Present
Beeep Networks December 2011 - January 2013
JP Morgan Chase April 2010 - March 2012
Citigroup February 1990 - January 2009
Shearson 1990 - 1993
Morgan Stanley Dean Witter February 1989 - February 1990
Goldman Sachs June 1984 - August 1989
Skills
Financial Services, Equities, Fixed Income, Wealth Management, Portfolio Management, Trading Systems, Securities, Risk Management, Capital Markets, Alternative Investments, SDLC, Series 7, Derivatives, Investment Banking, Banking, Mutual Funds, Business Analysis, Back Office, Software Development, Asset Management, IT Strategy, Relationship Management, Hedge Funds, Electronic Trading, Trading, Market Data, Series 63, Options, Prime Brokerage, Financial Risk
Education
City University of New York-College of Staten Island
BS, Businesss Management
City University of New York-College of Staten Island
AAS, Computer Science
TC Investment Group, Inc December 2013 - Present
Beeep Networks December 2011 - January 2013
JP Morgan Chase April 2010 - March 2012
Citigroup February 1990 - January 2009
Shearson 1990 - 1993
Morgan Stanley Dean Witter February 1989 - February 1990
Goldman Sachs June 1984 - August 1989
Skills
Financial Services, Equities, Fixed Income, Wealth Management, Portfolio Management, Trading Systems, Securities, Risk Management, Capital Markets, Alternative Investments, SDLC, Series 7, Derivatives, Investment Banking, Banking, Mutual Funds, Business Analysis, Back Office, Software Development, Asset Management, IT Strategy, Relationship Management, Hedge Funds, Electronic Trading, Trading, Market Data, Series 63, Options, Prime Brokerage, Financial Risk
Education
City University of New York-College of Staten Island
BS, Businesss Management
City University of New York-College of Staten Island
AAS, Computer Science
Bob Zimmel's Morgan Stanley Dean Witter Experience June 2009 - July 2009
Job Controller & FinOp at NYPPEX Private Markets
Industry Financial Services
Experience
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
NYPPEX Private Markets December 2010 - Present
Seapine Securities, LLC August 2009 - May 2010
Morgan Stanley Dean Witter June 2009 - July 2009
HSBC Global Asset Management May 2008 - December 2008
JPMorgan Chase October 2006 - April 2008
FIMAT USA, LLC January 2005 - October 2006
Calyon January 2002 - January 2005
M. Safra & Co. August 1999 - August 2001
UBS May 1997 - June 1999
Credit Suisse First Boston July 1987 - May 1997
Education
Fordham University 1980 — 1981
MBA, Finance
Manhattan College 1974 — 1977
BBA, Managerial Sciences, 3.67/4.0
Christopher Denman's Morgan Stanley Dean Witter Experience 1995 - 2000
Job Regional Vice President at Beacon Capital Management
Industry Financial Services
Experience
Beacon Capital Management 2013 - Present
The Institute for Wealth Management 2011 - 2012
BCA Capital Management 2004 - 2011
Dividend Capital January 2003 - January 2004
Oppenheimer Funds January 2000 - January 2003
Morgan Stanley Dean Witter 1995 - 2000
Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling
Education
Colorado State University 1991 — 1993
BS, Finance
Beacon Capital Management 2013 - Present
The Institute for Wealth Management 2011 - 2012
BCA Capital Management 2004 - 2011
Dividend Capital January 2003 - January 2004
Oppenheimer Funds January 2000 - January 2003
Morgan Stanley Dean Witter 1995 - 2000
Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling
Education
Colorado State University 1991 — 1993
BS, Finance
Pamela Nelson's Morgan Stanley Dean Witter Experience January 1999 - May 1999
Job Advisor: Management Analyst at CSC
Industry Information Technology and Services
Experience
CSC October 2014 - Present
Acentia April 2014 - October 2014
ECS Federal, Inc. August 2012 - March 2014
Booz Allen Hamilton April 2009 - August 2012
IBM Global Business Services March 2004 - April 2009
South Carolina Electric and Gas Company September 2000 - February 2004
Cameron & Barkley Company July 1999 - August 2000
Morgan Stanley Dean Witter January 1999 - May 1999
Skills
Enterprise Architecture, Business Process, Requirements Analysis, Enterprise Software, SOA, PMO, Business Process Design, ERP, DoD, DoDAF, Business Process..., Analysis, ITIL, BPMN, Business Process..., IT Strategy, Architectures, Program Management, Management Consulting, Project Management, Information Technology, Team Leadership, Business Analysis, Solution Architecture, Leadership, Architecture, Integration, XML, XML Schema, Web Services, SOAP, WSDL, HTTP, HTML, Data Standards, Technical Standards, JavaScript, UDDI, Microsoft Word, Microsoft Excel, Access, Visio, PowerPoint
Education
Webster University 2001 — 2003
MBA, Information Management
College of Charleston 1995 — 1999
B.S, Business Administration
Fort Dorchester High
CSC October 2014 - Present
Acentia April 2014 - October 2014
ECS Federal, Inc. August 2012 - March 2014
Booz Allen Hamilton April 2009 - August 2012
IBM Global Business Services March 2004 - April 2009
South Carolina Electric and Gas Company September 2000 - February 2004
Cameron & Barkley Company July 1999 - August 2000
Morgan Stanley Dean Witter January 1999 - May 1999
Skills
Enterprise Architecture, Business Process, Requirements Analysis, Enterprise Software, SOA, PMO, Business Process Design, ERP, DoD, DoDAF, Business Process..., Analysis, ITIL, BPMN, Business Process..., IT Strategy, Architectures, Program Management, Management Consulting, Project Management, Information Technology, Team Leadership, Business Analysis, Solution Architecture, Leadership, Architecture, Integration, XML, XML Schema, Web Services, SOAP, WSDL, HTTP, HTML, Data Standards, Technical Standards, JavaScript, UDDI, Microsoft Word, Microsoft Excel, Access, Visio, PowerPoint
Education
Webster University 2001 — 2003
MBA, Information Management
College of Charleston 1995 — 1999
B.S, Business Administration
Fort Dorchester High
Jordan Nowak's Morgan Stanley Dean Witter Experience May 2002 - September 2002
Job Senior Technical Analyst at Bloomberg BNA
Industry Legal Services
Experience
Bloomberg BNA April 2012 - Present
William L. Babcock, Jr. PC February 2009 - March 2012
Zell Law October 2007 - January 2009
National Senior Citizens Law Center January 2007 - May 2007
Zell Law June 2005 - August 2006
Hecht's May 2003 - August 2004
Hecht's October 2002 - May 2003
Morgan Stanley Dean Witter May 2002 - September 2002
Skills
Business Planning, Estate Planning, Finance, Legal Research, Legal Writing, Management, Tax, Training, New Business Development, Nonprofits
Education
Pennsylvania State University, The Dickinson School of Law 2004 — 2007
J.D., Trusts and Estates, Business Law, Tax
William & Mary 1998 — 2002
Bachelor of Business Administration, Finance & Marketing
Bloomberg BNA April 2012 - Present
William L. Babcock, Jr. PC February 2009 - March 2012
Zell Law October 2007 - January 2009
National Senior Citizens Law Center January 2007 - May 2007
Zell Law June 2005 - August 2006
Hecht's May 2003 - August 2004
Hecht's October 2002 - May 2003
Morgan Stanley Dean Witter May 2002 - September 2002
Skills
Business Planning, Estate Planning, Finance, Legal Research, Legal Writing, Management, Tax, Training, New Business Development, Nonprofits
Education
Pennsylvania State University, The Dickinson School of Law 2004 — 2007
J.D., Trusts and Estates, Business Law, Tax
William & Mary 1998 — 2002
Bachelor of Business Administration, Finance & Marketing
Andrea Gomez Watkins's Morgan Stanley Dean Witter Experience April 1997 - September 2001
Job Senior Bank Examiner Legal & Compliance Risk Specialist at Federal Reserve Bank of Atlanta
Industry Banking
Experience
Federal Reserve Bank of Atlanta August 2012 - Present
Federal Reserve Bank of Atlanta March 2010 - August 2012
Federal Reserve Bank of Atlanta July 2007 - March 2010
Federal Reserve Bank of Atlanta September 2001 - July 2007
Morgan Stanley Dean Witter April 1997 - September 2001
Skills
Wealth Management, Credit Risk, Credit Analysis, Banking, Equities, Risk Assessment, Financial Risk, Asset Management, AML, Basel II, Operational Risk
Education
Emory University 1992 — 1996
BA, International Studies
FFIEC International Banking School
Federal Reserve Bank of Atlanta August 2012 - Present
Federal Reserve Bank of Atlanta March 2010 - August 2012
Federal Reserve Bank of Atlanta July 2007 - March 2010
Federal Reserve Bank of Atlanta September 2001 - July 2007
Morgan Stanley Dean Witter April 1997 - September 2001
Skills
Wealth Management, Credit Risk, Credit Analysis, Banking, Equities, Risk Assessment, Financial Risk, Asset Management, AML, Basel II, Operational Risk
Education
Emory University 1992 — 1996
BA, International Studies
FFIEC International Banking School
Keith Sedwick's Morgan Stanley Dean Witter Experience 1998 - 2002
Job coowner at Planet One Products
Industry Consumer Goods
Experience
Planet One Products 2004 - Present
Morgan Stanley Dean Witter 1998 - 2002
JPMorgan Chase 1994 - 1998
Education
The University of Chicago - Booth School of Business 1992 — 1994
Mba, Finance
Colorado School of Mines 1991 — 1992
Master of Science (MS), Mineral Economics
University of Virginia
Bachelor's degree
Planet One Products 2004 - Present
Morgan Stanley Dean Witter 1998 - 2002
JPMorgan Chase 1994 - 1998
Education
The University of Chicago - Booth School of Business 1992 — 1994
Mba, Finance
Colorado School of Mines 1991 — 1992
Master of Science (MS), Mineral Economics
University of Virginia
Bachelor's degree
Victoria Vesely's Morgan Stanley Dean Witter Experience April 1999 - January 2001
Job National Accounts Manager at eFinancialCareers.com
Industry Financial Services
Experience
eFinancialCareers March 2010 - Present
Miller Tabak Roberts Securities, LLC February 2009 - April 2010
The Response Companies 2001 - 2007
Sloan Staffing January 2001 - February 2002
Morgan Stanley Dean Witter April 1999 - January 2001
Bear Stearns May 1997 - April 1999
Skills
Executive Search, Recruiting, Talent Acquisition, Technical Recruiting
Education
College of Saint Elizabeth
Business Administration
eFinancialCareers March 2010 - Present
Miller Tabak Roberts Securities, LLC February 2009 - April 2010
The Response Companies 2001 - 2007
Sloan Staffing January 2001 - February 2002
Morgan Stanley Dean Witter April 1999 - January 2001
Bear Stearns May 1997 - April 1999
Skills
Executive Search, Recruiting, Talent Acquisition, Technical Recruiting
Education
College of Saint Elizabeth
Business Administration
Steven Beyer's Morgan Stanley Dean Witter Experience January 1999 - January 2001
Job Portfolio Manger at CLMG Beal Bank
Industry Commercial Real Estate
Experience
CLMG - Beal Bank June 2009 - Present
DEXIA Real Estate Capital Markets January 2005 - June 2009
JP Morgan Mortgage Capital Corp January 2001 - January 2005
Morgan Stanley Dean Witter January 1999 - January 2001
AMERSCO, Inc January 1996 - January 1999
AEGON USA January 1991 - January 1996
American Realty Consultants January 1985 - February 1991
Skills
Finance, Loans, Portfolio Management, REO, Investment Properties, Asset Management, Commercial Real Estate, Due Diligence, Loan Origination, Mortgage Lending, Real Estate, Real Estate Economics, Underwriting, Valuation
Education
University of Miami 1983 — 1984
Master of Business Administration, Finance; Finance; Real Estate Investment Analysis and Portfolio Theory and Analysis
Florida Atlantic University 1981 — 1983
Bachelor, Business Administration; International Finance; International Business and Portfolio Theory
CLMG - Beal Bank June 2009 - Present
DEXIA Real Estate Capital Markets January 2005 - June 2009
JP Morgan Mortgage Capital Corp January 2001 - January 2005
Morgan Stanley Dean Witter January 1999 - January 2001
AMERSCO, Inc January 1996 - January 1999
AEGON USA January 1991 - January 1996
American Realty Consultants January 1985 - February 1991
Skills
Finance, Loans, Portfolio Management, REO, Investment Properties, Asset Management, Commercial Real Estate, Due Diligence, Loan Origination, Mortgage Lending, Real Estate, Real Estate Economics, Underwriting, Valuation
Education
University of Miami 1983 — 1984
Master of Business Administration, Finance; Finance; Real Estate Investment Analysis and Portfolio Theory and Analysis
Florida Atlantic University 1981 — 1983
Bachelor, Business Administration; International Finance; International Business and Portfolio Theory
Gerald Hendricks, CFA, CMT's Morgan Stanley Dean Witter Experience August 1996 - December 1997
Job Senior Analyst at Columbus Circle Investors
Industry Financial Services
Experience
Columbus Circle Investors July 2007 - Present
Lehman Brothers January 2000 - June 2007
Lehman Brothers December 1997 - January 2000
Morgan Stanley Dean Witter August 1996 - December 1997
Mahoney Cohen January 1995 - August 1996
Skills
Equity Research, Hedge Funds, Equities, Series 7, Capital Markets, Bloomberg, Portfolio Management, Fixed Income, Investment Banking, Financial Modeling, Investments, Valuation, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Villanova University 1990 — 1994
Bachelor, Accounting
Villanova University 1990 — 1994
BS, Accounting
Christian Brothers Academy 1986 — 1990
Columbus Circle Investors July 2007 - Present
Lehman Brothers January 2000 - June 2007
Lehman Brothers December 1997 - January 2000
Morgan Stanley Dean Witter August 1996 - December 1997
Mahoney Cohen January 1995 - August 1996
Skills
Equity Research, Hedge Funds, Equities, Series 7, Capital Markets, Bloomberg, Portfolio Management, Fixed Income, Investment Banking, Financial Modeling, Investments, Valuation, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Villanova University 1990 — 1994
Bachelor, Accounting
Villanova University 1990 — 1994
BS, Accounting
Christian Brothers Academy 1986 — 1990
Dennis P. León, PMP's Morgan Stanley Dean Witter Experience January 1996 - September 2005
Job President Owner at The DiviDivi Tree
Industry Financial Services
Experience
The Divi-Divi Tree a Trend Following Company December 2012 - Present
Palm Beach County Clerk & Comptroller June 2011 - November 2012
Project Management Institue - South Florida Chapter 2011 - 2012
Loggerhead Marinelife Center November 2010 - November 2011
Morgan Keegan August 2008 - September 2009
Banc of America Investments October 2005 - July 2008
Morgan Stanley Dean Witter January 1996 - September 2005
Skills
Strategic Financial..., Strategic Planning, Portfolio Management, Wealth Management, Process Improvement, Business Analysis, Series 7, Analysis, Management, Microsoft Office, Finance, Investments, Leadership, New Business Development, Customer Service, Project Planning
Education
Florida Atlantic University 2010 — 2010
PMP
Florida Atlantic University 2009 — 2009
Green Belt
University of Pennsylvania - The Wharton School 2005 — 2005
Associate Investment Consultant
MTS voor Fotografie en Fototechniek 1979 — 1981
Fotografie
Liceo Pedro Gual - Valencia 1968 — 1971
Bachiller
PC Professor
The Divi-Divi Tree a Trend Following Company December 2012 - Present
Palm Beach County Clerk & Comptroller June 2011 - November 2012
Project Management Institue - South Florida Chapter 2011 - 2012
Loggerhead Marinelife Center November 2010 - November 2011
Morgan Keegan August 2008 - September 2009
Banc of America Investments October 2005 - July 2008
Morgan Stanley Dean Witter January 1996 - September 2005
Skills
Strategic Financial..., Strategic Planning, Portfolio Management, Wealth Management, Process Improvement, Business Analysis, Series 7, Analysis, Management, Microsoft Office, Finance, Investments, Leadership, New Business Development, Customer Service, Project Planning
Education
Florida Atlantic University 2010 — 2010
PMP
Florida Atlantic University 2009 — 2009
Green Belt
University of Pennsylvania - The Wharton School 2005 — 2005
Associate Investment Consultant
MTS voor Fotografie en Fototechniek 1979 — 1981
Fotografie
Liceo Pedro Gual - Valencia 1968 — 1971
Bachiller
PC Professor
Jorge Troche's Morgan Stanley Dean Witter Experience May 2000 - September 2001
Job Administrative Assistant/Language Assistance Coordinator at Bronx Lebanon Hospital Center
Industry Hospital & Health Care
Experience
Bronx Lebanon Hospital Center September 2005 - April 2012
Bronx Lebanon Hospital Center April 2003 - April 2012
Morgan Stanley Dean Witter May 2000 - September 2001
Skills
Healthcare, Healthcare Management, IDX, Hospitals, JCAHO, Healthcare Information..., Medicare, Managed Care, HIPAA, Social Services, Nursing, Medicaid, EHR, Home Care, Health Education, Epic Systems, Case Managment, Case Management, EMR, Public Speaking, Strategic Planning, Physicians
Education
Boricua College 2007 — 2008
Human Services
Bronx Community College- CUNY 2001 — 2002
Liberal Arts
Fairleigh Dickinson University 1991 — 1993
Business Administration and Management, General
Bronx Lebanon Hospital Center September 2005 - April 2012
Bronx Lebanon Hospital Center April 2003 - April 2012
Morgan Stanley Dean Witter May 2000 - September 2001
Skills
Healthcare, Healthcare Management, IDX, Hospitals, JCAHO, Healthcare Information..., Medicare, Managed Care, HIPAA, Social Services, Nursing, Medicaid, EHR, Home Care, Health Education, Epic Systems, Case Managment, Case Management, EMR, Public Speaking, Strategic Planning, Physicians
Education
Boricua College 2007 — 2008
Human Services
Bronx Community College- CUNY 2001 — 2002
Liberal Arts
Fairleigh Dickinson University 1991 — 1993
Business Administration and Management, General
Alex Javaheri's Morgan Stanley Dean Witter Experience January 1998 - August 1999
Job Attorney at Law at LAW OFFICES OF ALI J. JAVAHERI
Industry Law Practice
Experience
Law offices of Ali J. Javaheri Attorney at LawLAW OFFICES OF ALI J. JAVAHERIJune 2006 - Present
Morgan Stanley Dean Witter January 1998 - August 1999
Education
Golden Gate University 2000 — 2004
J.D., Law
Law offices of Ali J. Javaheri Attorney at LawLAW OFFICES OF ALI J. JAVAHERIJune 2006 - Present
Morgan Stanley Dean Witter January 1998 - August 1999
Education
Golden Gate University 2000 — 2004
J.D., Law
Joseph Murtagh's Morgan Stanley Dean Witter Experience 1984 - 2003
Job Sr. Account Admin. at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon Financial AdvisorMerrill Lynch2005 - 2007
Morgan Stanley Dean Witter 1984 - 2003
Bankers Trust 1998 - 1998
Bankers Trust 1998 - 1998
Skills
Bonds, Asset Management, Hedge Funds, Bloomberg, Trading, Equities, Securities, Investments, Mutual Funds, Derivatives, Capital Markets, Fixed Income, Series 7, Financial Services, Series 63, Trading Systems, Financial Markets, Portfolio Management, Risk Management, Alternative Investments, Investment Banking, Wealth Management
Education
East Carolina University 1977 — 1981
BS
Bank of New York Mellon Financial AdvisorMerrill Lynch2005 - 2007
Morgan Stanley Dean Witter 1984 - 2003
Bankers Trust 1998 - 1998
Bankers Trust 1998 - 1998
Skills
Bonds, Asset Management, Hedge Funds, Bloomberg, Trading, Equities, Securities, Investments, Mutual Funds, Derivatives, Capital Markets, Fixed Income, Series 7, Financial Services, Series 63, Trading Systems, Financial Markets, Portfolio Management, Risk Management, Alternative Investments, Investment Banking, Wealth Management
Education
East Carolina University 1977 — 1981
BS
Wayne L. Fialo's Morgan Stanley Dean Witter Experience May 1981 - October 1989
Job General Manager Banking & Capital Markets at CSC Computer Sciences Corporation
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation September 2014 - Present
Polaris Financial Technology September 2011 - September 2014
Wipro Technologies March 2010 - September 2011
Capgemini January 2008 - March 2010
IBM July 1999 - January 2008
NCR Corporation 1995 - July 1999
NYMEX 1993 - 1995
John Hancock Clearing Corp October 1989 - May 1993
Morgan Stanley Dean Witter May 1981 - October 1989
Citigroup March 1978 - May 1981
Skills
Negotiation, Banking, Management, Team Building, Business Development, Program Management, Enterprise Architecture, Leadership, Vendor Management, Professional Services, IT Strategy, Project Management, Solution Architecture, Business Process..., Managed Services, Capital Markets, Business Analysis, Financial Services, Portfolio Management, Data Warehousing, Cloud Computing, Investment Banking, Risk Management, Information Technology, Outsourcing, Account Management, Pre-sales, Integration, Offshoring, Financial Risk, Customer Satisfaction, SDLC, IT Outsourcing, Change Management, Business Transformation, Strategy, Business Process, Enterprise Software, Business Strategy, Business Intelligence, Strategic Planning, Sales, Management Consulting, Cross-functional Team...
Education
City University of New York-Brooklyn College 1973 — 1977
Computer Science & Business
CSC - Computer Sciences Corporation September 2014 - Present
Polaris Financial Technology September 2011 - September 2014
Wipro Technologies March 2010 - September 2011
Capgemini January 2008 - March 2010
IBM July 1999 - January 2008
NCR Corporation 1995 - July 1999
NYMEX 1993 - 1995
John Hancock Clearing Corp October 1989 - May 1993
Morgan Stanley Dean Witter May 1981 - October 1989
Citigroup March 1978 - May 1981
Skills
Negotiation, Banking, Management, Team Building, Business Development, Program Management, Enterprise Architecture, Leadership, Vendor Management, Professional Services, IT Strategy, Project Management, Solution Architecture, Business Process..., Managed Services, Capital Markets, Business Analysis, Financial Services, Portfolio Management, Data Warehousing, Cloud Computing, Investment Banking, Risk Management, Information Technology, Outsourcing, Account Management, Pre-sales, Integration, Offshoring, Financial Risk, Customer Satisfaction, SDLC, IT Outsourcing, Change Management, Business Transformation, Strategy, Business Process, Enterprise Software, Business Strategy, Business Intelligence, Strategic Planning, Sales, Management Consulting, Cross-functional Team...
Education
City University of New York-Brooklyn College 1973 — 1977
Computer Science & Business
Greg Janvier's Morgan Stanley Dean Witter Experience 2000 - 2006
Job Executive Director at United Sports League
Industry Sports
Experience
United Sports League PresidentUnited Sports LeagueFebruary 2005 - Present
Morgan Stanley Dean Witter 2000 - 2006
Skills
Microsoft Office, PowerPoint, Community Organizing, Grassroots Development, Organizational..., Social Media Marketing, Youth Programs, Fundraising, Non-profit..., Special Events..., Management, Event Management, Refereeing, Entrepreneurship, Program Coordination, Sports Leagues, Community Engagement, Facilities Management, Community Outreach, Sports Management, Social Media
Education
City University of New York-Brooklyn College 2011 — 2013
Master’s Degree, Physical Education Teaching and Coaching
Stony Brook University 1997 — 2000
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
United Sports League PresidentUnited Sports LeagueFebruary 2005 - Present
Morgan Stanley Dean Witter 2000 - 2006
Skills
Microsoft Office, PowerPoint, Community Organizing, Grassroots Development, Organizational..., Social Media Marketing, Youth Programs, Fundraising, Non-profit..., Special Events..., Management, Event Management, Refereeing, Entrepreneurship, Program Coordination, Sports Leagues, Community Engagement, Facilities Management, Community Outreach, Sports Management, Social Media
Education
City University of New York-Brooklyn College 2011 — 2013
Master’s Degree, Physical Education Teaching and Coaching
Stony Brook University 1997 — 2000
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Shirley Spraguer's Morgan Stanley Dean Witter Experience February 1996 - September 1998
Job Agent at Insurance Advisors, Inc.
Industry Insurance
Experience
Insurance Advisors, Inc. September 1998 - Present
Morgan Stanley-Dean Witter February 1996 - September 1998
Kemper Insurance May 1993 - July 1995
Firemans Fund Insurance Company 1987 - 1992
Skills
Investments, Insurance, Management, Property & Casualty..., Sales, Umbrella Insurance, Health Insurance, Employee Benefits, Disability Insurance, Workers Compensation, New Business Development, Term Life Insurance, General Insurance, Commercial Insurance, Life Insurance, Negotiation, Underwriting, Customer Service, Casualty Insurance, Brokers, Liability, Account Management
Education
University of Minnesota-Twin Cities 1996 — 2006
MA, English
College of Saint Benedict 1979 — 1983
BA, English
Insurance Advisors, Inc. September 1998 - Present
Morgan Stanley-Dean Witter February 1996 - September 1998
Kemper Insurance May 1993 - July 1995
Firemans Fund Insurance Company 1987 - 1992
Skills
Investments, Insurance, Management, Property & Casualty..., Sales, Umbrella Insurance, Health Insurance, Employee Benefits, Disability Insurance, Workers Compensation, New Business Development, Term Life Insurance, General Insurance, Commercial Insurance, Life Insurance, Negotiation, Underwriting, Customer Service, Casualty Insurance, Brokers, Liability, Account Management
Education
University of Minnesota-Twin Cities 1996 — 2006
MA, English
College of Saint Benedict 1979 — 1983
BA, English
Xinzhong Chen's Morgan Stanley Dean Witter Experience April 2000 - October 2004
Job Global Head of Algorithmic Trading Strategies, Electronic Trading at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein October 2004 - Present
Morgan Stanley Dean Witter April 2000 - October 2004
Education
Columbia University in the City of New York 1995 — 2000
PhD, Astronomy/Astrophysics
AllianceBernstein October 2004 - Present
Morgan Stanley Dean Witter April 2000 - October 2004
Education
Columbia University in the City of New York 1995 — 2000
PhD, Astronomy/Astrophysics
Bill Hardin's Morgan Stanley Dean Witter Experience November 1998 - March 2001
Job Branch Manager, Vice President Wealth Management, Certified Financial Planner at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. July 2009 - September 2013
UBS Financial Services, Inc. April 2008 - July 2009
Merrill Lynch March 2001 - April 2008
Morgan Stanley Dean Witter November 1998 - March 2001
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
BS, Marketing
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. July 2009 - September 2013
UBS Financial Services, Inc. April 2008 - July 2009
Merrill Lynch March 2001 - April 2008
Morgan Stanley Dean Witter November 1998 - March 2001
Education
Clemson University - College of Business and Behavioral Science 1989 — 1993
BS, Marketing
Alan Appelstein's Morgan Stanley Dean Witter Experience July 1999 - April 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Self Employed Computer Software August 2009 - Present
Bank of New York, New York Mellon April 2001 - July 2009
Morgan Stanley Dean Witter July 1999 - April 2001
Morgan Stanley August 1996 - September 1997
Accessible Software, Inc. May 1995 - September 1996
Candle Corporation November 1991 - May 1995
Online Software International May 1991 - September 1991
Spectrum Concepts Inc. June 1990 - May 1991
Columbia Presbyterian Medical Center, Beth Israel Medical Center, ISOTEL, Gibbs and Hill, Inc. June 1980 - June 1990
Education
Brooklyn College 1972 — 1974
Bachelor of Arts (B.A.), Chemistry
Polytechnic Institute of Brooklyn 1969 — 1971
Electrical Engineering
Self Employed Computer Software August 2009 - Present
Bank of New York, New York Mellon April 2001 - July 2009
Morgan Stanley Dean Witter July 1999 - April 2001
Morgan Stanley August 1996 - September 1997
Accessible Software, Inc. May 1995 - September 1996
Candle Corporation November 1991 - May 1995
Online Software International May 1991 - September 1991
Spectrum Concepts Inc. June 1990 - May 1991
Columbia Presbyterian Medical Center, Beth Israel Medical Center, ISOTEL, Gibbs and Hill, Inc. June 1980 - June 1990
Education
Brooklyn College 1972 — 1974
Bachelor of Arts (B.A.), Chemistry
Polytechnic Institute of Brooklyn 1969 — 1971
Electrical Engineering
Joanne Elkaim's Morgan Stanley Dean Witter Experience August 1997 - June 2000
Job Director, Fixed Income Derivatives at TMX Group Inc.
Industry Financial Services
Experience
Montreal Exchange March 2003 - Present
Fimat Canada June 2000 - March 2003
Morgan Stanley Dean Witter August 1997 - June 2000
Skills
CAIA, Chartered Alternative..., Financial Markets, Equities, Options, Trading, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Electronic Trading, Capital Markets, Portfolio Management, Investments, Asset Management, Securities, Mutual Funds, FX Options, Bonds, Investment Strategies, Risk Management
Education
Queens University 2011 — 2013
MBA
CAIA 2005 — 2007
Chartered Alternative Investment Analyst
Concordia University 1998 — 2000
B Comm, Finance, Economics
Montreal Exchange March 2003 - Present
Fimat Canada June 2000 - March 2003
Morgan Stanley Dean Witter August 1997 - June 2000
Skills
CAIA, Chartered Alternative..., Financial Markets, Equities, Options, Trading, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Alternative Investments, Electronic Trading, Capital Markets, Portfolio Management, Investments, Asset Management, Securities, Mutual Funds, FX Options, Bonds, Investment Strategies, Risk Management
Education
Queens University 2011 — 2013
MBA
CAIA 2005 — 2007
Chartered Alternative Investment Analyst
Concordia University 1998 — 2000
B Comm, Finance, Economics
Barbara Katz's Morgan Stanley Dean Witter Experience September 1993 - May 2002
Job Investment Banking Professional
Industry Investment Banking
Experience
RSL Management Company January 2012 - Present
Morgan Stanley Dean Witter September 1993 - May 2002
Wasserstein Perella 1989 - 1993
Education
City University of New York-Hunter College 1963 — 1966
bachelors, english
RSL Management Company January 2012 - Present
Morgan Stanley Dean Witter September 1993 - May 2002
Wasserstein Perella 1989 - 1993
Education
City University of New York-Hunter College 1963 — 1966
bachelors, english
charles pasternack's Morgan Stanley Dean Witter Experience July 1981 - Present
Job financial advisor at Morgan Stanley Dean Witter
Industry Financial Services
Experience
Morgan Stanley Dean Witter July 1981 - Present
Education
City University of New York City College 1957 — 1961
ba, history
Morgan Stanley Dean Witter July 1981 - Present
Education
City University of New York City College 1957 — 1961
ba, history
Kirsten Walpert's Morgan Stanley Dean Witter Experience June 2002 - April 2004
Job Senior Brand Manager, Hendrick's Gin at William Grant & Sons
Industry Marketing and Advertising
Experience
William Grant & Sons October 2013 - Present
Heineken June 2012 - October 2013
Unilever August 2011 - June 2012
Unilever January 2011 - August 2011
McKinsey & Company October 2008 - December 2010
McKinsey & Company 2007 - 2007
American Express April 2005 - July 2006
American Express April 2004 - April 2005
Morgan Stanley Dean Witter June 2002 - April 2004
Skills
Brand Management, Cross-functional Team..., Strategy, Analytics, Competitive Analysis, Product Management, Market Research, Financial Modeling, Marketing Research, Market Analysis, Strategic Planning, Product Development
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Management & Strategy, Management & Organizations, and Analytical Consulting
Cornell University 1998 — 2002
BA, Economics
William Grant & Sons October 2013 - Present
Heineken June 2012 - October 2013
Unilever August 2011 - June 2012
Unilever January 2011 - August 2011
McKinsey & Company October 2008 - December 2010
McKinsey & Company 2007 - 2007
American Express April 2005 - July 2006
American Express April 2004 - April 2005
Morgan Stanley Dean Witter June 2002 - April 2004
Skills
Brand Management, Cross-functional Team..., Strategy, Analytics, Competitive Analysis, Product Management, Market Research, Financial Modeling, Marketing Research, Market Analysis, Strategic Planning, Product Development
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Marketing, Management & Strategy, Management & Organizations, and Analytical Consulting
Cornell University 1998 — 2002
BA, Economics
Jackson Chang's Morgan Stanley Dean Witter Experience May 2006 - August 2007
Job Financial Advisory at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Morgan Stanley Dean Witter May 2006 - August 2007
Samsung Investment Corporation February 2002 - April 2005
Education
National University of Singapore 2001 — 2002
International Business & Finance
Georgia Institute of Technology 1995 — 1998
Architecture
Merrill Lynch October 2007 - Present
Morgan Stanley Dean Witter May 2006 - August 2007
Samsung Investment Corporation February 2002 - April 2005
Education
National University of Singapore 2001 — 2002
International Business & Finance
Georgia Institute of Technology 1995 — 1998
Architecture
William Shinners's Morgan Stanley Dean Witter Experience November 1983 - December 1998
Job Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2003 - Present
Morgan Stanley December 1998 - May 2003
Morgan Stanley Dean Witter November 1983 - December 1998
Skills
Series 7, Wealth Management, Alternative Investments, Asset Managment, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies, Portfolio Management, Series 65
Education
Fairleigh Dickinson University 1977 — 1980
Business Administration and Management, General
University of South Florida 1975 — 1977
Morgan Stanley May 2003 - Present
Morgan Stanley December 1998 - May 2003
Morgan Stanley Dean Witter November 1983 - December 1998
Skills
Series 7, Wealth Management, Alternative Investments, Asset Managment, Retirement Planning, Investment Advisory, Strategic Financial..., Investment Strategies, Portfolio Management, Series 65
Education
Fairleigh Dickinson University 1977 — 1980
Business Administration and Management, General
University of South Florida 1975 — 1977
Ginger Gladden's Morgan Stanley Dean Witter Experience January 1999 - January 2001
Job Office Manager Technology Consulting at Cornerstone Insurance Agency
Industry Computer Software
Experience
Jump For The Rose November 2011 - Present
Cornerstone Insurance Agency January 2010 - Present
Morgan Stanley Dean Witter January 1999 - January 2001
Skills
Java, C, SQL, C#, JavaScript, HTML, XML, MySQL, Software Development, Visual Studio, Linux, Microsoft SQL Server, Eclipse, Programming
Education
DeVry University 2006 — 2009
Bachelor's degree, Game & Simulation Programming
DeVry University
Bachelor of Science, Game and Simulation Programming
Jump For The Rose November 2011 - Present
Cornerstone Insurance Agency January 2010 - Present
Morgan Stanley Dean Witter January 1999 - January 2001
Skills
Java, C, SQL, C#, JavaScript, HTML, XML, MySQL, Software Development, Visual Studio, Linux, Microsoft SQL Server, Eclipse, Programming
Education
DeVry University 2006 — 2009
Bachelor's degree, Game & Simulation Programming
DeVry University
Bachelor of Science, Game and Simulation Programming
Sanya Rizvi's Morgan Stanley Dean Witter Experience August 2000 - March 2003
Job Complex Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2010 - Present
Charles Schwab October 2008 - August 2010
Charles Schwab March 2003 - October 2008
Morgan Stanley Dean Witter August 2000 - March 2003
Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Management, Financial Services, Portfolio Management, Retirement Planning
Education
McGill University 1994 — 1998
Bachelor's degree
Columbia University in the City of New York
Executive Certificate, Leadership Essentials
Charles Schwab August 2010 - Present
Charles Schwab October 2008 - August 2010
Charles Schwab March 2003 - October 2008
Morgan Stanley Dean Witter August 2000 - March 2003
Skills
Series 7, Investments, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Management, Financial Services, Portfolio Management, Retirement Planning
Education
McGill University 1994 — 1998
Bachelor's degree
Columbia University in the City of New York
Executive Certificate, Leadership Essentials
Allison Butters-Grant's Morgan Stanley Dean Witter Experience February 1997 - March 1999
Job Managing Director, Global Connection Consultants
Industry International Trade and Development
Experience
Global Connection Consultants, Inc. August 2008 - Present
Morgan Stanley Dean Witter February 1997 - March 1999
Education
Essex County College 1986 — 1988
Associates, Business Adminitration -- Spreadsheet Management
St. Rose's High School 1976 — 1982
High School, General
Global Connection Consultants, Inc. August 2008 - Present
Morgan Stanley Dean Witter February 1997 - March 1999
Education
Essex County College 1986 — 1988
Associates, Business Adminitration -- Spreadsheet Management
St. Rose's High School 1976 — 1982
High School, General
Terence Pringle's Morgan Stanley Dean Witter Experience April 1998 - September 1999
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2011 - Present
HSBC Bank July 2008 - October 2011
Wachovia Securities, LLC February 2006 - July 2008
Fleet Bank October 2001 - July 2004
JP Morgan Chase September 1999 - October 2001
Morgan Stanley Dean Witter April 1998 - September 1999
Skills
Commercial Lending, SBA 504, Lines Of Credit, Business Development, Loans, Commercial Banking, Banking, Consumer Lending, Credit Analysis, Treasury Management, Small Business Lending, Credit, Mortgage Lending, SBA, Financial Analysis, Cross Selling, Relationship Management, Loan Origination, Finance
Education
City University of New York City College 1993 — 1998
BA, Communications
Brooklyn Tech 1989 — 1993
Mechanical Engineering
JPMorgan Chase October 2011 - Present
HSBC Bank July 2008 - October 2011
Wachovia Securities, LLC February 2006 - July 2008
Fleet Bank October 2001 - July 2004
JP Morgan Chase September 1999 - October 2001
Morgan Stanley Dean Witter April 1998 - September 1999
Skills
Commercial Lending, SBA 504, Lines Of Credit, Business Development, Loans, Commercial Banking, Banking, Consumer Lending, Credit Analysis, Treasury Management, Small Business Lending, Credit, Mortgage Lending, SBA, Financial Analysis, Cross Selling, Relationship Management, Loan Origination, Finance
Education
City University of New York City College 1993 — 1998
BA, Communications
Brooklyn Tech 1989 — 1993
Mechanical Engineering
John Lima CFA, FRM's Morgan Stanley Dean Witter Experience September 2002 - September 2007
Job Managing Director Derivatives Strategy at MetLife
Industry Investment Management
Experience
MetLife October 2007 - Present
Morgan Stanley Dean Witter September 2002 - September 2007
Deutsche Bank September 1997 - September 2002
Credit Lyonnais 1993 - 1997
UBS Investment Bank 1991 - 1993
Goldman Sachs 1988 - 1990
Skills
Fixed Income, Valuation, Securities, Financial Markets, Market Risk, Swaps, Equity Research, Trading Systems, Capital Markets, Asset Allocation, ALM, Structured Products, Credit Derivatives, Portfolio Management, Series 63, Middle Office, Risk Management, Series 7, Hedge Funds, Commodity, Securitization, Proprietary Trading, Alternative Investments, Mutual Funds, FX Options, Quantitative Finance, Investment Strategies, Asset Managment, Asset Management, Investment Banking, Collateral Management, Financial Risk, Financial Modeling, Electronic Trading, Equities, Structured Finance, Emerging Markets, Investment Management, Quantitative Analytics, Portfolio Optimization, Financial Structuring, Financial Services, Derivatives, Trading, Investments, Equity Derivatives, Bloomberg, Bonds, Options
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
New York University 1984 — 1987
Bachelor's degree
MetLife October 2007 - Present
Morgan Stanley Dean Witter September 2002 - September 2007
Deutsche Bank September 1997 - September 2002
Credit Lyonnais 1993 - 1997
UBS Investment Bank 1991 - 1993
Goldman Sachs 1988 - 1990
Skills
Fixed Income, Valuation, Securities, Financial Markets, Market Risk, Swaps, Equity Research, Trading Systems, Capital Markets, Asset Allocation, ALM, Structured Products, Credit Derivatives, Portfolio Management, Series 63, Middle Office, Risk Management, Series 7, Hedge Funds, Commodity, Securitization, Proprietary Trading, Alternative Investments, Mutual Funds, FX Options, Quantitative Finance, Investment Strategies, Asset Managment, Asset Management, Investment Banking, Collateral Management, Financial Risk, Financial Modeling, Electronic Trading, Equities, Structured Finance, Emerging Markets, Investment Management, Quantitative Analytics, Portfolio Optimization, Financial Structuring, Financial Services, Derivatives, Trading, Investments, Equity Derivatives, Bloomberg, Bonds, Options
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
New York University 1984 — 1987
Bachelor's degree
AnneMarie Alexander's Morgan Stanley Dean Witter Experience February 1999 - January 2000
Job Project Manager at Fannie Mae
Industry Information Technology and Services
Experience
Fannie Mae September 2013 - Present
Capital One January 2012 - September 2013
Fannie Mae January 2010 - January 2012
PMI Mortgage Insurance Co. September 2000 - November 2009
Morgan Stanley Dean Witter February 1999 - January 2000
BuildNet 1999 - 2000
IMSI July 1997 - February 1999
Skills
Requirements Analysis, User Acceptance Testing, Quality Center, Business Analysis, SDLC, Process Improvement, Quality Assurance, Requirements Gathering, Risk Management, Visio, Business Requirements, Agile Methodologies, Testing, Software Project..., QTP, Test Planning, Leadership, Software Quality...
Education
Texas A&M University-Commerce 2008 — 2011
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Bachelor of Business Administration, Finance
Fannie Mae September 2013 - Present
Capital One January 2012 - September 2013
Fannie Mae January 2010 - January 2012
PMI Mortgage Insurance Co. September 2000 - November 2009
Morgan Stanley Dean Witter February 1999 - January 2000
BuildNet 1999 - 2000
IMSI July 1997 - February 1999
Skills
Requirements Analysis, User Acceptance Testing, Quality Center, Business Analysis, SDLC, Process Improvement, Quality Assurance, Requirements Gathering, Risk Management, Visio, Business Requirements, Agile Methodologies, Testing, Software Project..., QTP, Test Planning, Leadership, Software Quality...
Education
Texas A&M University-Commerce 2008 — 2011
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
Bachelor of Business Administration, Finance
Ruthy Lima Lara's Morgan Stanley Dean Witter Experience January 1994 - January 1997
Job Master Instructor / Senior Tax Advisor V at H&R Block
Industry Financial Services
Experience
H&R Block September 2002 - Present
Sbeglia & Shames, Attys At Law May 1997 - July 2002
H&R Block February 1989 - July 2002
Morgan Stanley Dean Witter January 1994 - January 1997
Skills
Operations Management, Spreadsheets, Leadership, Microsoft Office, Project Management, Customer Service, Tax Preparation, Strategic Planning, Microsoft Word, Microsoft Excel, Team Leadership, Outlook, Time Management, Accounting, Inventory Management, Sales, PowerPoint, Bookkeeping, Payroll, Budgets, Training, Management, Auditing, Customer Satisfaction, Coaching
Education
City University of New York-Brooklyn College
Bachelors
BMCC
H&R Block September 2002 - Present
Sbeglia & Shames, Attys At Law May 1997 - July 2002
H&R Block February 1989 - July 2002
Morgan Stanley Dean Witter January 1994 - January 1997
Skills
Operations Management, Spreadsheets, Leadership, Microsoft Office, Project Management, Customer Service, Tax Preparation, Strategic Planning, Microsoft Word, Microsoft Excel, Team Leadership, Outlook, Time Management, Accounting, Inventory Management, Sales, PowerPoint, Bookkeeping, Payroll, Budgets, Training, Management, Auditing, Customer Satisfaction, Coaching
Education
City University of New York-Brooklyn College
Bachelors
BMCC
Christine Szpynda's Morgan Stanley Dean Witter Experience 1996 - 1997
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2004 - Present
MCI 1997 - 1999
Morgan Stanley Dean Witter 1996 - 1997
Chemical Bank September 1992 - 1996
Skills
Management, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Corporate Finance, Policy Writing, Project Management, Surveillance, Fixed Income, Capital Markets, Portfolio Management, Equities, Credit, Banking, Risk Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Management
Chemical Bank Credit Training Program 1992 — 1993
Fordham University 1988 — 1992
BS, Finance
Morgan Stanley September 2004 - Present
MCI 1997 - 1999
Morgan Stanley Dean Witter 1996 - 1997
Chemical Bank September 1992 - 1996
Skills
Management, Financial Analysis, Credit Risk, Credit Analysis, Financial Risk, Corporate Finance, Policy Writing, Project Management, Surveillance, Fixed Income, Capital Markets, Portfolio Management, Equities, Credit, Banking, Risk Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Management
Chemical Bank Credit Training Program 1992 — 1993
Fordham University 1988 — 1992
BS, Finance
Bob Delzell's Morgan Stanley Dean Witter Experience July 1994 - December 2009
Job Retired Professor
Industry Financial Services
Experience
Morgan Stanley Dean Witter July 1994 - December 2009
Skills
Event Planning
Education
Claremont Graduate University 1984 — 1988
PhD, Education
Morgan Stanley Dean Witter July 1994 - December 2009
Skills
Event Planning
Education
Claremont Graduate University 1984 — 1988
PhD, Education
Christopher Colon's Morgan Stanley Dean Witter Experience July 1999 - December 2002
Job Past Committee Member
Industry Investment Management
Experience
USAA July 2013 - Present
Committee to Elect Amanda Colon for Circuit Court Judge in Pasco / Pinellas County August 2013 - August 2014
Franklin Templeton Investments February 2006 - June 2013
JP Morgan January 2003 - December 2005
Morgan Stanley Dean Witter July 1999 - December 2002
Skills
Mutual Funds, Fixed Income, Series 7, Wealth Management, Investments, Project Management, Relationship Management, Private Placements, Institutional Sales, Institutional Research, Equity Research, Fiduciary Management, Separately Managed..., Qualified Retirement..., Defined Contribution, Emerging Markets, Sovereign Debt, Derivatives, Asset Allocation, Series 63, Series 65, Florida life and health..., Series 6, Investment Strategies, Investment Advisory
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York University
Studying for CFP
S.U.N.Y Farmingdale
University of Pennsylvania - The Wharton School
CIMA Coursework
Villanova University
Certificate, Project Management
USAA July 2013 - Present
Committee to Elect Amanda Colon for Circuit Court Judge in Pasco / Pinellas County August 2013 - August 2014
Franklin Templeton Investments February 2006 - June 2013
JP Morgan January 2003 - December 2005
Morgan Stanley Dean Witter July 1999 - December 2002
Skills
Mutual Funds, Fixed Income, Series 7, Wealth Management, Investments, Project Management, Relationship Management, Private Placements, Institutional Sales, Institutional Research, Equity Research, Fiduciary Management, Separately Managed..., Qualified Retirement..., Defined Contribution, Emerging Markets, Sovereign Debt, Derivatives, Asset Allocation, Series 63, Series 65, Florida life and health..., Series 6, Investment Strategies, Investment Advisory
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York University
Studying for CFP
S.U.N.Y Farmingdale
University of Pennsylvania - The Wharton School
CIMA Coursework
Villanova University
Certificate, Project Management
Steven Hochman's Morgan Stanley Dean Witter Experience September 1996 - April 1999
Job Senior Tax Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2013 - Present
Deutsche Bank March 2013 - May 2013
Morgan Stanley Smith Barney May 2010 - February 2013
Morgan Stanley January 2008 - April 2010
Morgan Stanley January 2007 - December 2007
Morgan Stanley April 1999 - December 2006
Morgan Stanley Dean Witter September 1996 - April 1999
Skills
Tax, Securities, Financial Analysis, Account Reconciliation, Valuation, Banking, Fixed Income, Corporate Actions, Tax Reporting, Equities, Series 7, High Net Worth..., Portfolio Management, Mutual Funds, Prime Brokerage, Alternative Investments, Capital Markets, Mergers & Acquisitions, Cost Basis Reporting, Financial Risk, Structured Products, Hedge Funds, Bloomberg, Bonds, Financial Services, Analysis
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Accounting
Canarsie High School 1985 — 1988
BNP Paribas May 2013 - Present
Deutsche Bank March 2013 - May 2013
Morgan Stanley Smith Barney May 2010 - February 2013
Morgan Stanley January 2008 - April 2010
Morgan Stanley January 2007 - December 2007
Morgan Stanley April 1999 - December 2006
Morgan Stanley Dean Witter September 1996 - April 1999
Skills
Tax, Securities, Financial Analysis, Account Reconciliation, Valuation, Banking, Fixed Income, Corporate Actions, Tax Reporting, Equities, Series 7, High Net Worth..., Portfolio Management, Mutual Funds, Prime Brokerage, Alternative Investments, Capital Markets, Mergers & Acquisitions, Cost Basis Reporting, Financial Risk, Structured Products, Hedge Funds, Bloomberg, Bonds, Financial Services, Analysis
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Accounting
Canarsie High School 1985 — 1988
Shaun Ledford's Morgan Stanley Dean Witter Experience January 1999 - January 2002
Job Manager at City of New York
Industry Government Administration
Experience
City of New York January 2007 - Present
Citi 2002 - 2007
Morgan Stanley Dean Witter January 1999 - January 2002
Morgan Stanley Dean Witter 1996 - 2002
Morgan Stanley Dean Witter January 1996 - January 1999
Skills
Vendor Management, Project Management, PeopleSoft, Software Documentation, Production Support, Disaster Recovery, Enterprise Architecture, Technical Support, Process Improvement, Unix, Solaris, Servers, DNS, Switches, Enterprise Software, Outsourcing, Integration, Perl, Access, VPN
Education
Nyack College 2004 — 2006
BS, Organizational Management
Columbia University in the City of New York 2000 — 2002
Certificate C/C++, Computer Programming
Queensborough Community College 1987 — 1991
Associates degree, Engineering
City of New York January 2007 - Present
Citi 2002 - 2007
Morgan Stanley Dean Witter January 1999 - January 2002
Morgan Stanley Dean Witter 1996 - 2002
Morgan Stanley Dean Witter January 1996 - January 1999
Skills
Vendor Management, Project Management, PeopleSoft, Software Documentation, Production Support, Disaster Recovery, Enterprise Architecture, Technical Support, Process Improvement, Unix, Solaris, Servers, DNS, Switches, Enterprise Software, Outsourcing, Integration, Perl, Access, VPN
Education
Nyack College 2004 — 2006
BS, Organizational Management
Columbia University in the City of New York 2000 — 2002
Certificate C/C++, Computer Programming
Queensborough Community College 1987 — 1991
Associates degree, Engineering
Robert Hempstead's Morgan Stanley Dean Witter Experience May 2005 - May 2006
Job Branch Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2011 - Present
E*TRADE Financial May 2006 - September 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Education
Fordham University 1998 — 2002
Finance & Decision Sciences
University College Dublin
E*TRADE Financial September 2011 - Present
E*TRADE Financial May 2006 - September 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Education
Fordham University 1998 — 2002
Finance & Decision Sciences
University College Dublin
Sean Dineen's Morgan Stanley Dean Witter Experience 1996 - 1999
Job Director of Corporate Development at Quaker Chemical
Industry Chemicals
Experience
Quaker Chemical September 2011 - Present
Banc of America Securities 1999 - 2008
Morgan Stanley Dean Witter 1996 - 1999
Price Waterhouse LLP 1992 - 1995
First Wall Street SBIC 1991 - 1992
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
BS in Economics, Accounting and Finance
Quaker Chemical September 2011 - Present
Banc of America Securities 1999 - 2008
Morgan Stanley Dean Witter 1996 - 1999
Price Waterhouse LLP 1992 - 1995
First Wall Street SBIC 1991 - 1992
Education
Columbia University - Columbia Business School 1995 — 1996
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
BS in Economics, Accounting and Finance
Katherine Jehle's Morgan Stanley Dean Witter Experience January 1993 - January 2001
Job Manager at Future Services Inc
Industry Financial Services
Experience
Future Services Inc May 2014 - Present
Emory University November 2011 - October 2013
Assurant Specialty Property October 2008 - May 2011
Brand Mortgage Group August 2006 - July 2008
Opteum Financial Services January 2005 - August 2006
Rehfeldt, CPA October 2001 - December 2004
Morgan Stanley Dean Witter January 1993 - January 2001
Dean Witter January 1990 - January 1993
Atlanta Capital Management January 1985 - January 1990
Education
Emory University 1979 — 1983
Bachelor of Arts, Political Science
Georgia State University
Post Graduate Study, Economics and Accounting
St. Stephens Episcopal School
Diploma
Future Services Inc May 2014 - Present
Emory University November 2011 - October 2013
Assurant Specialty Property October 2008 - May 2011
Brand Mortgage Group August 2006 - July 2008
Opteum Financial Services January 2005 - August 2006
Rehfeldt, CPA October 2001 - December 2004
Morgan Stanley Dean Witter January 1993 - January 2001
Dean Witter January 1990 - January 1993
Atlanta Capital Management January 1985 - January 1990
Education
Emory University 1979 — 1983
Bachelor of Arts, Political Science
Georgia State University
Post Graduate Study, Economics and Accounting
St. Stephens Episcopal School
Diploma
Miriam L Rosario's Morgan Stanley Dean Witter Experience March 2000 - March 2002
Job Executive Office Professional
Industry Executive Office
barbara saul's Morgan Stanley Dean Witter Experience February 1999 - March 2001
Job
Industry Human Resources
Experience
AonHewitt April 2002 - Present
Morgan Stanley Dean Witter February 1999 - March 2001
Cabot Specialty Fluides June 1996 - January 1999
Education
Georgia State University
Bachelor of Arts, Political Science
AonHewitt April 2002 - Present
Morgan Stanley Dean Witter February 1999 - March 2001
Cabot Specialty Fluides June 1996 - January 1999
Education
Georgia State University
Bachelor of Arts, Political Science
Alina Roldan's Morgan Stanley Dean Witter Experience January 2001 - January 2004
Job Investment Banking Professional
Industry Investment Banking
Experience
JPMORGAN CLEARING CORP January 2004 - Present
MORGAN STANLEY DEAN WITTER January 2001 - January 2004
Skills
Fixed Income, Securities, Equities, Hedge Funds, Investment Banking, KYC, Mergers, Trading
Education
Cornell University
Certificate, Business Management and Organizational Management
JPMORGAN CLEARING CORP January 2004 - Present
MORGAN STANLEY DEAN WITTER January 2001 - January 2004
Skills
Fixed Income, Securities, Equities, Hedge Funds, Investment Banking, KYC, Mergers, Trading
Education
Cornell University
Certificate, Business Management and Organizational Management
Yvette Usher-Richards's Morgan Stanley Dean Witter Experience October 1998 - September 2000
Job Business Owner House Cleaning/Taxes
Industry Individual & Family Services
Experience
Self Employed September 2005 - Present
Morgan Stanley Dean Witter October 1998 - September 2000
Contra Costa County Private Industry Council June 1997 - August 1998
McDonald Douglas Astronautics July 1987 - March 1991
Skills
Microsoft Word, Microsoft Excel, Customer Service, Outlook, Budgets, Editing, Home Maintenance, Home Staging, Word Processing, Individual Tax..., Access, Data Entry, Finance, PowerPoint, Tax
Education
Contra Costa College 1995 — 1997
Working towards an Associate Degree, Software Applications
Rancho Santiago Community College 1994 — 1995
working towards Associate Degree, Paralegal Studies/Computer Applications, 3.5
Huntington Beach High School 1983 — 1986
High School Diploma
Fountain Valley High 1982 — 1983
transferred to Huntington Beach High
Self Employed September 2005 - Present
Morgan Stanley Dean Witter October 1998 - September 2000
Contra Costa County Private Industry Council June 1997 - August 1998
McDonald Douglas Astronautics July 1987 - March 1991
Skills
Microsoft Word, Microsoft Excel, Customer Service, Outlook, Budgets, Editing, Home Maintenance, Home Staging, Word Processing, Individual Tax..., Access, Data Entry, Finance, PowerPoint, Tax
Education
Contra Costa College 1995 — 1997
Working towards an Associate Degree, Software Applications
Rancho Santiago Community College 1994 — 1995
working towards Associate Degree, Paralegal Studies/Computer Applications, 3.5
Huntington Beach High School 1983 — 1986
High School Diploma
Fountain Valley High 1982 — 1983
transferred to Huntington Beach High
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS