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
Suzanne Syrek Suzanne Syrek's Morgan Stanley Dean Witter Experience March 2000 - September 2000
Job ELEMIS Regional Business Manager
Industry Cosmetics
Experience
ELEMIS August 2015 - Present
UniFirst Corporation March 2014 - Present
ADT November 2012 - March 2014
Changing Times Pub and Ale House January 2006 - April 2012
gloProfessional September 2010 - October 2011
World Wide Capital January 2005 - August 2006
The Downtown May 2002 - March 2005
Prudential Financial September 2000 - March 2002
Morgan Stanley Dean Witter March 2000 - September 2000
Citibank NA November 1997 - March 2000
Skills
Skin Care, Cosmetics, Makeup Artistry, Beauty, Makeovers, Aesthetics, Spa, Dermatology, Sales Operations, Sales Management, Sales, Bridal Showers, Direct Sales, Merchandising, Microdermabrasion, Retail, Customer Service, Beauty Industry, Account Management, Marketing, Sales Presentations
Education
Hofstra University 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
Hofstra University
Bachelor of Business Administration (BBA), Marketing
Hofstra University
Bachelor of Business Administration (BBA), Business Administration Marketing Concentration
Nail and Skincare Institute
NYS Esthetics License
Nassau Community College
A.A.S Degree, Commercial Art Concentration
ELEMIS August 2015 - Present
UniFirst Corporation March 2014 - Present
ADT November 2012 - March 2014
Changing Times Pub and Ale House January 2006 - April 2012
gloProfessional September 2010 - October 2011
World Wide Capital January 2005 - August 2006
The Downtown May 2002 - March 2005
Prudential Financial September 2000 - March 2002
Morgan Stanley Dean Witter March 2000 - September 2000
Citibank NA November 1997 - March 2000
Skills
Skin Care, Cosmetics, Makeup Artistry, Beauty, Makeovers, Aesthetics, Spa, Dermatology, Sales Operations, Sales Management, Sales, Bridal Showers, Direct Sales, Merchandising, Microdermabrasion, Retail, Customer Service, Beauty Industry, Account Management, Marketing, Sales Presentations
Education
Hofstra University 1998 — 2004
Bachelor of Business Administration (BBA), Marketing
Hofstra University
Bachelor of Business Administration (BBA), Marketing
Hofstra University
Bachelor of Business Administration (BBA), Business Administration Marketing Concentration
Nail and Skincare Institute
NYS Esthetics License
Nassau Community College
A.A.S Degree, Commercial Art Concentration
Tim Macheledt Tim Macheledt's Morgan Stanley Dean Witter Experience June 1999 - September 2000
Job
Industry Information Technology and Services
Experience
Impact Group MN May 2015 - Present
SDK April 2011 - May 2015
Zinncorp, Inc May 2008 - April 2011
Ciber March 2005 - May 2008
BORN August 2003 - February 2005
Empo Corporation September 2001 - June 2003
Team Excel September 2000 - September 2001
Morgan Stanley Dean Witter June 1999 - September 2000
Zinncorp December 1993 - June 1999
Kennsco June 1991 - November 1993
Skills
Staff Augmentation, Strategic Partnerships, Marketing, Business Strategy, Strategy, Operations Management, Channel, Product Marketing, Relationship Management, Sales, Recruiting, Technical Recruiting, Sales Management, Temporary Placement, SDLC, Building Relationships, Selling, Staffing Services, Screening Resumes, Screening, Talent Management, Benefits Negotiation, Interviews, Hiring, IT Recruitment, Vendor Management, Business Analysis, CRM, Management, Business Development, Consulting, Leadership
Education
Metropolitan State University
MBA - MIS
University of Minnesota-Duluth
BA, Economics and Political Science
Impact Group MN May 2015 - Present
SDK April 2011 - May 2015
Zinncorp, Inc May 2008 - April 2011
Ciber March 2005 - May 2008
BORN August 2003 - February 2005
Empo Corporation September 2001 - June 2003
Team Excel September 2000 - September 2001
Morgan Stanley Dean Witter June 1999 - September 2000
Zinncorp December 1993 - June 1999
Kennsco June 1991 - November 1993
Skills
Staff Augmentation, Strategic Partnerships, Marketing, Business Strategy, Strategy, Operations Management, Channel, Product Marketing, Relationship Management, Sales, Recruiting, Technical Recruiting, Sales Management, Temporary Placement, SDLC, Building Relationships, Selling, Staffing Services, Screening Resumes, Screening, Talent Management, Benefits Negotiation, Interviews, Hiring, IT Recruitment, Vendor Management, Business Analysis, CRM, Management, Business Development, Consulting, Leadership
Education
Metropolitan State University
MBA - MIS
University of Minnesota-Duluth
BA, Economics and Political Science
Ramesh Srinivas Ramesh Srinivas's Morgan Stanley Dean Witter Experience May 2000 - February 2001
Job Applications Developer at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch September 2013 - Present
OLG April 2005 - August 2013
Deutsche Bank AG February 2001 - January 2005
Morgan Stanley Dean Witter May 2000 - February 2001
PwC June 1999 - May 2000
TIBCO Finance Technology December 1997 - June 1999
Deutsche Bank August 1992 - December 1997
Image Business Systems September 1991 - August 1992
Skills
Business Strategy, Business Analysis, Strategy, Negotiation, Vendor Management, Program Management, Product Management, Infrastructure..., Trading floor, Project Management, Business Development
Education
SUNY at Buffalo 1988 — 1990
M.S., Chemical Engineering
National Institute of Technology Tiruchirappalli 1983 — 1987
B.Tech, Chemical Engineering
Bank of America Merrill Lynch September 2013 - Present
OLG April 2005 - August 2013
Deutsche Bank AG February 2001 - January 2005
Morgan Stanley Dean Witter May 2000 - February 2001
PwC June 1999 - May 2000
TIBCO Finance Technology December 1997 - June 1999
Deutsche Bank August 1992 - December 1997
Image Business Systems September 1991 - August 1992
Skills
Business Strategy, Business Analysis, Strategy, Negotiation, Vendor Management, Program Management, Product Management, Infrastructure..., Trading floor, Project Management, Business Development
Education
SUNY at Buffalo 1988 — 1990
M.S., Chemical Engineering
National Institute of Technology Tiruchirappalli 1983 — 1987
B.Tech, Chemical Engineering
David Whitehouse David Whitehouse's Morgan Stanley Dean Witter Experience 1996 - 2002
Job at
Industry Investment Management
Experience
Apollo Global Management LLC February 2011 - Present
Apax Partners 2008 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley Dean Witter 1996 - 2002
citigroup bank 1991 - 1996
Skills
Fundraising, Investor Relations, Alternative Investments, Private Equity, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MBA
Apollo Global Management LLC February 2011 - Present
Apax Partners 2008 - 2011
Merrill Lynch 2002 - 2008
Morgan Stanley Dean Witter 1996 - 2002
citigroup bank 1991 - 1996
Skills
Fundraising, Investor Relations, Alternative Investments, Private Equity, Hedge Funds
Education
Massachusetts Institute of Technology - Sloan School of Management 1989 — 1991
MBA
Daniel Mann Daniel Mann's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Vice President at Tropical Tan
Industry Retail
Experience
Tropical Tan 2003 - Present
UBS 2001 - 2003
United States Marine Corps 1994 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Education
Humboldt University of Berlin 1997 — 1997
University of Washington 1992 — 1997
BA
Highschool
Tropical Tan 2003 - Present
UBS 2001 - 2003
United States Marine Corps 1994 - 2002
Morgan Stanley Dean Witter 1999 - 2000
Education
Humboldt University of Berlin 1997 — 1997
University of Washington 1992 — 1997
BA
Highschool
Nick Sakalis's Morgan Stanley Dean Witter Experience June 1996 - October 1999
Job Licensed Real Estate Agent at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate July 2013 - Present
Gana Realty LLC February 2002 - Present
Coldwell Banker Commercial, NRT May 2008 - July 2013
Coldwell Banker Resdential Brokerage May 2008 - July 2013
Victory Sweet Shop February 1992 - November 2010
Morgan Stanley Dean Witter June 1996 - October 1999
Skills
Investments, Short Sales, Investors, Real Estate, REO, Sales, Buyer Representation, Property, Disposition, Real Estate Development, Sellers, Leases, Investment Properties, Real Estate Transactions, Corporate Real Estate, Real Estate Economics, Vacation Homes, Apartments, Property Management, Condos, Single Family Homes, Marketing, Land Acquisition, Tenant, Referrals, First Time Home Buyers, Rentals, New Home Sales, Townhomes, Listings, Foreclosures, Seller Representation, Selling, Commercial Real Estate, Buyers, Residential Homes, Negotiation, Luxury, Brokerage, Relocation, Real Property, New Homes, Income Properties, Real Estate Financing, Waterfront, Real Estate License, SFR, Move Up Buyers, HUD, ABR
Education
NYIT 2000 — 2002
BA, Graphic Design
Queens College 1998 — 2000
Bachelor of Arts (B.A.), Graphic Design, Computer Graphics
Douglas Elliman Real Estate July 2013 - Present
Gana Realty LLC February 2002 - Present
Coldwell Banker Commercial, NRT May 2008 - July 2013
Coldwell Banker Resdential Brokerage May 2008 - July 2013
Victory Sweet Shop February 1992 - November 2010
Morgan Stanley Dean Witter June 1996 - October 1999
Skills
Investments, Short Sales, Investors, Real Estate, REO, Sales, Buyer Representation, Property, Disposition, Real Estate Development, Sellers, Leases, Investment Properties, Real Estate Transactions, Corporate Real Estate, Real Estate Economics, Vacation Homes, Apartments, Property Management, Condos, Single Family Homes, Marketing, Land Acquisition, Tenant, Referrals, First Time Home Buyers, Rentals, New Home Sales, Townhomes, Listings, Foreclosures, Seller Representation, Selling, Commercial Real Estate, Buyers, Residential Homes, Negotiation, Luxury, Brokerage, Relocation, Real Property, New Homes, Income Properties, Real Estate Financing, Waterfront, Real Estate License, SFR, Move Up Buyers, HUD, ABR
Education
NYIT 2000 — 2002
BA, Graphic Design
Queens College 1998 — 2000
Bachelor of Arts (B.A.), Graphic Design, Computer Graphics
Tatyana Kravchenko Tatyana Kravchenko's Morgan Stanley Dean Witter Experience August 1998 - May 2000
Job Senior Accounting Associate at BNY Mellon Corporation
Industry Financial Services
Experience
BNY Mellon Corporation August 2000 - Present
Morgan Stanley Dean Witter August 1998 - May 2000
Skills
Middle Office, Mutual Funds, Custodial Services, Custodians, Institutional..., Financial Reporting, Financial Accounting, Fund Accounting, Fund Administration, Fund Of Funds, Account Reconciliation, Portfolio Performance..., Dividends, Interest Calculation, Sunguard, InvestOne, TLM, Smartstream TLM, Wit, DTC, Bloomberg Terminal, WINNAR, Microsoft Excel, Vlookup, Pivot Tables, Equities, Fixed Income, Finance, FX trading, Expenses, Financial Statements, NAV, Bloomberg
Education
Long Island University 1994 — 1998
Bachelor Degree of Science, Finance
BNY Mellon Corporation August 2000 - Present
Morgan Stanley Dean Witter August 1998 - May 2000
Skills
Middle Office, Mutual Funds, Custodial Services, Custodians, Institutional..., Financial Reporting, Financial Accounting, Fund Accounting, Fund Administration, Fund Of Funds, Account Reconciliation, Portfolio Performance..., Dividends, Interest Calculation, Sunguard, InvestOne, TLM, Smartstream TLM, Wit, DTC, Bloomberg Terminal, WINNAR, Microsoft Excel, Vlookup, Pivot Tables, Equities, Fixed Income, Finance, FX trading, Expenses, Financial Statements, NAV, Bloomberg
Education
Long Island University 1994 — 1998
Bachelor Degree of Science, Finance
Christine Rever, PHR-CA Christine Rever, PHR-CA's Morgan Stanley Dean Witter Experience 1997 - 2001
Job Director of Administration/HR at Asurea Insurance Services, Inc.
Industry Insurance
Experience
Asurea May 2010 - Present
Select Professionals Insurance Solutions, Inc. 2005 - 2009
Select Producers Insurance Marketing, Inc. 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Skills
Insurance, Human Resources, Health Insurance, Employee Benefits, Strategic Financial..., Claim, Training, Retirement Planning, Long-term Care, Term Life Insurance, Marketing, Life Insurance, Universal Life, Recruiting, Benefits Administration, Workers Compensation, Event Management, 401k, Medicare, Management, Fixed Annuities, Access, Business Analysis, Financial Planners, Disability Insurance
Education
Human Resources Certification Institute 2014 — 2014
Professional in Human Resources - California Certification, Human Resouces
Metropolitan State University of Denver
Political Science
Asurea May 2010 - Present
Select Professionals Insurance Solutions, Inc. 2005 - 2009
Select Producers Insurance Marketing, Inc. 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Skills
Insurance, Human Resources, Health Insurance, Employee Benefits, Strategic Financial..., Claim, Training, Retirement Planning, Long-term Care, Term Life Insurance, Marketing, Life Insurance, Universal Life, Recruiting, Benefits Administration, Workers Compensation, Event Management, 401k, Medicare, Management, Fixed Annuities, Access, Business Analysis, Financial Planners, Disability Insurance
Education
Human Resources Certification Institute 2014 — 2014
Professional in Human Resources - California Certification, Human Resouces
Metropolitan State University of Denver
Political Science
Patrick Bowen Patrick Bowen's Morgan Stanley Dean Witter Experience January 1988 - January 1995
Job VP Valuation and Modeling Manager at Union Bank
Industry Financial Services
Experience
Union Bank July 2010 - Present
Kentdale Financial Solutions, LLC April 2008 - May 2011
BBC Financial Solutions October 2004 - March 2008
Tuttle Risk Management Services April 2003 - August 2007
Redwood Trust January 1997 - January 2003
Morgan Stanley Dean Witter January 1988 - January 1995
Skills
VBA, SQL, Bloomberg, Access, API, Financial Modeling, Portfolio Management, Structured Finance, Hedging, Fixed Income, Capital Markets, Residential Mortgages, Credit, Real Estate, Financial Risk, Finance
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
AB, Economics
Union Bank July 2010 - Present
Kentdale Financial Solutions, LLC April 2008 - May 2011
BBC Financial Solutions October 2004 - March 2008
Tuttle Risk Management Services April 2003 - August 2007
Redwood Trust January 1997 - January 2003
Morgan Stanley Dean Witter January 1988 - January 1995
Skills
VBA, SQL, Bloomberg, Access, API, Financial Modeling, Portfolio Management, Structured Finance, Hedging, Fixed Income, Capital Markets, Residential Mortgages, Credit, Real Estate, Financial Risk, Finance
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
AB, Economics
Adam Burch, CIMA Adam Burch, CIMA's Morgan Stanley Dean Witter Experience March 1998 - November 1999
Job Managing Director, Market Investment Director at U.S. Trust
Industry Investment Management
Experience
U.S. Trust June 2013 - Present
U.S. Trust February 2006 - Present
Wachovia Wealth Management January 2001 - January 2006
Morgan Stanley Dean Witter March 1998 - November 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Hedge Funds, Equities, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Trust Services, Private Equity, Finance, Asset Management, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
Mount St. Mary's University 1995 — 1997
MBA, Business
Mount St. Mary's University 1991 — 1995
BA, Political Science
Loyola Blakefield 1987 — 1991
HS
U.S. Trust June 2013 - Present
U.S. Trust February 2006 - Present
Wachovia Wealth Management January 2001 - January 2006
Morgan Stanley Dean Witter March 1998 - November 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Asset Managment, Hedge Funds, Equities, Investment Advisory, Estate Planning, Strategic Financial..., High Net Worth..., Trust Services, Private Equity, Finance, Asset Management, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
Mount St. Mary's University 1995 — 1997
MBA, Business
Mount St. Mary's University 1991 — 1995
BA, Political Science
Loyola Blakefield 1987 — 1991
HS
Steve Turner Steve Turner's Morgan Stanley Dean Witter Experience 2003 - 2004
Job Business Performance Advisor at Insperity
Industry Human Resources
Experience
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Insperity 2014 - Present
CareScout 2013 - 2013
Turner Into Shape LLC dba Get In Shape For Women 2011 - 2012
TD Ameritrade 2009 - 2011
Banc of America Investments 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Northwestern Mutual 1999 - 2003
State Street 1992 - 1999
Skills
Management, Business Development, Entrepreneurship, Strategic Financial..., Small Business, Strategy, Training, Customer Service, Fitness, Leadership, Sales, Mutual Funds, Community Outreach, Healthcare, Nutrition, Health, Employee Benefits, Franchising, Budgets, Business Strategy, Business Analysis, Business Planning, Human Resources, Financial Planning
Education
Institute for Integrative Nutrition 2014 — 2016
Certified Health Coach
International Foundation of Employee Benefit Plans and the Wharton School at Univ. of Penn. 2014 — 2016
Certified Employee Benefit Specialist (CEBS)
American Council on Exercise 2013 — 2013
Certified Personal Trainer certification, Personal fitness & nutrition guidance
Chapman Institute 2013 — 2013
Certified Wellness Program Coordinator, CWPC, WellCert program of Worksite Wellness, Rec'd recommendation ltr from Larry Chapman
Harvard University 1992 — 1994
Graduate Certificate, Extension School, CSS Program Certificate in Special Studies of Admin & Mgmt., B+ average
University of Massachusetts at Lowell 1981 — 1986
Bachelor's Degree, Social Psychology
Hudson Catholic High School 1978 — 1981
High School
Vahid Moghaddasi Vahid Moghaddasi's Morgan Stanley Dean Witter Experience January 1996 - February 1997
Job Computer & Network Security Professional
Industry Financial Services
Experience
Bank of New York Mellon September 2000 - Present
Lehman Brothers 1998 - September 2000
Merrill Lynch February 1997 - September 1998
Morgan Stanley Dean Witter January 1996 - February 1997
PR Newswire March 1994 - January 1996
Skills
Information Security, SDLC, Disaster Recovery, Unix, Enterprise Architecture, Solaris, Perl, Unix Shell Scripting, IT Strategy, Cloud Computing, Netcool, AIX, Data Center, Virtualization, HP-UX, BMC Remedy, Vendor Management, Security, Infrastructure, Sybase, Business Continuity, Financial Services, Trading Systems
Education
New Jersey Institute of Technology 1992 — 1995
MS, Computer Science
New Jersey Institute of Technology 1989 — 1992
Bachelor of Science (BS), Electrical Engineering
Bank of New York Mellon September 2000 - Present
Lehman Brothers 1998 - September 2000
Merrill Lynch February 1997 - September 1998
Morgan Stanley Dean Witter January 1996 - February 1997
PR Newswire March 1994 - January 1996
Skills
Information Security, SDLC, Disaster Recovery, Unix, Enterprise Architecture, Solaris, Perl, Unix Shell Scripting, IT Strategy, Cloud Computing, Netcool, AIX, Data Center, Virtualization, HP-UX, BMC Remedy, Vendor Management, Security, Infrastructure, Sybase, Business Continuity, Financial Services, Trading Systems
Education
New Jersey Institute of Technology 1992 — 1995
MS, Computer Science
New Jersey Institute of Technology 1989 — 1992
Bachelor of Science (BS), Electrical Engineering
Thomas Hofer Thomas Hofer's Morgan Stanley Dean Witter Experience 1994 - 1995
Job VP, Senior Product Manager, Digital Experience at PNC
Industry Financial Services
Experience
PNC March 2009 - Present
National City, now a part of PNC January 2009 - March 2009
National City Bank August 2008 - January 2009
KeyBank 2001 - February 2008
KeyBank 2000 - 2001
KeyBank 1999 - 2000
KeyBank 1998 - 1999
Key Investment Services 1995 - 1998
Morgan Stanley Dean Witter 1994 - 1995
Cleveland MagiSeal 1990 - 1994
Skills
E-business, Website Management, Problem Solving, Banking, Product Management, E-commerce, Product Marketing, Interactive Marketing, Digital Marketing, Customer Experience, Online Marketing, Business Analysis, Financial Services, Strategic Planning, Multi-channel Marketing, Product Development, Business Strategy, Ad Serving, Online Advertising, DoubleClick for..., Sales, Vendor Management, Program Management, Process Improvement, Management, Team Leadership, Analysis, Business Process, Marketing, Training, Business Planning, Team Building, Competitive Analysis, Quality Assurance, Analytics, CRM, Strategy, Leadership
Education
Miami University 1982 — 1986
Bachelors, Political Science, History
Brunswick High School 1978 — 1982
PNC March 2009 - Present
National City, now a part of PNC January 2009 - March 2009
National City Bank August 2008 - January 2009
KeyBank 2001 - February 2008
KeyBank 2000 - 2001
KeyBank 1999 - 2000
KeyBank 1998 - 1999
Key Investment Services 1995 - 1998
Morgan Stanley Dean Witter 1994 - 1995
Cleveland MagiSeal 1990 - 1994
Skills
E-business, Website Management, Problem Solving, Banking, Product Management, E-commerce, Product Marketing, Interactive Marketing, Digital Marketing, Customer Experience, Online Marketing, Business Analysis, Financial Services, Strategic Planning, Multi-channel Marketing, Product Development, Business Strategy, Ad Serving, Online Advertising, DoubleClick for..., Sales, Vendor Management, Program Management, Process Improvement, Management, Team Leadership, Analysis, Business Process, Marketing, Training, Business Planning, Team Building, Competitive Analysis, Quality Assurance, Analytics, CRM, Strategy, Leadership
Education
Miami University 1982 — 1986
Bachelors, Political Science, History
Brunswick High School 1978 — 1982
Jon Beasley Jon Beasley's Morgan Stanley Dean Witter Experience May 1983 - June 1988
Job Partner at PAI Holdings, LP
Industry Wholesale
Experience
PAI Holdings, LP July 2010 - Present
Turtle Creek Association January 2013 - May 2015
Sequoia Dallas November 2012 - January 2013
Pettigrew Associates August 1997 - April 2012
Bear Stearns - EMC Mortgage May 1994 - August 1997
Lomas Mortgage USA June 1988 - April 1994
Morgan Stanley Dean Witter May 1983 - June 1988
Bean Dredging Corporation June 1975 - May 1983
Skills
Import/Export, Furniture, Custom Furniture, Furnishings, Lighting, Marketing Strategy, Website Development, Mortgage Banking, Investment Banking, Leasing, International Trade, Leadership, Advertising, Marketing, Budgets, Social Networking, Team Building, Management, Contract Negotiation, Interior Design, Online Marketing, Sales, Business Development, Event Planning, Strategy, Nonprofits, Executive Management, Entrepreneurship, Customer Service, Start-ups, New Business Development, Strategic Planning, Finish, Small Business, Trade Shows, Retail Design, Space planning, Interior Architecture, Flooring, Home Staging
Education
Hardin-Simmons University 1971 — 1975
BBA, Management & Economics
PAI Holdings, LP July 2010 - Present
Turtle Creek Association January 2013 - May 2015
Sequoia Dallas November 2012 - January 2013
Pettigrew Associates August 1997 - April 2012
Bear Stearns - EMC Mortgage May 1994 - August 1997
Lomas Mortgage USA June 1988 - April 1994
Morgan Stanley Dean Witter May 1983 - June 1988
Bean Dredging Corporation June 1975 - May 1983
Skills
Import/Export, Furniture, Custom Furniture, Furnishings, Lighting, Marketing Strategy, Website Development, Mortgage Banking, Investment Banking, Leasing, International Trade, Leadership, Advertising, Marketing, Budgets, Social Networking, Team Building, Management, Contract Negotiation, Interior Design, Online Marketing, Sales, Business Development, Event Planning, Strategy, Nonprofits, Executive Management, Entrepreneurship, Customer Service, Start-ups, New Business Development, Strategic Planning, Finish, Small Business, Trade Shows, Retail Design, Space planning, Interior Architecture, Flooring, Home Staging
Education
Hardin-Simmons University 1971 — 1975
BBA, Management & Economics
Alex Shenberg's Morgan Stanley Dean Witter Experience October 1992 - February 1998
Job International Business, Infrastructure Projects in Mexico, International Media, Senior Private Banker, Portfolio Manager
Industry Financial Services
Experience
Citigold International- International Personal Banking July 2007 - December 2011
Citibank N.A. 2003 - 2007
American Express Financial Advisors 2002 - 2003
Morgan Stanley Dean Witter October 1992 - February 1998
Skills
Bilingual..., Business Experience in..., Business Exoerience in..., Multilingual, Private Banking, International Personal..., International Business, International Sales, New Business Development, Customer Relations, Wealth Management, Financial Planning, Lines Of Credit, Series 7, Asset Management, Mexico, Infrastructure Projects..., Portfolio Management, Retirement Planning, Compliance, Loans, Credit, Hedge Funds, Alternative Investments, Fixed income, Private Equity, Investment Strategies, Investment Advisory, Mexican clients, Business Management, Financial Management, Spanish, Latin America, Banker, Private Banker, Certified Financial..., Financial Services, High Net Worth..., Banking, Relationship Management, Personal Banking, International Banking..., Offshore Banking, Personal Banker, Senior Relationship..., Senior Relationship..., Senior Relationship..., KYC, Affluent Market, Domestic Personal Banker
Education
CIM
CIM
Lee Hecht Harrison
Managing Your Search Project
New York University 1990 — 1992
Diploma, Certified Financial Planner (CFP)
Instituto Tecnológico Autónomo de México / ITAM
Diploma in Financial Management
Universidad Iberoamericana, Ciudad de México
B.A. in Business, Management/Finance, Licenciando en Administracion de Empresas
Citigold International- International Personal Banking July 2007 - December 2011
Citibank N.A. 2003 - 2007
American Express Financial Advisors 2002 - 2003
Morgan Stanley Dean Witter October 1992 - February 1998
Skills
Bilingual..., Business Experience in..., Business Exoerience in..., Multilingual, Private Banking, International Personal..., International Business, International Sales, New Business Development, Customer Relations, Wealth Management, Financial Planning, Lines Of Credit, Series 7, Asset Management, Mexico, Infrastructure Projects..., Portfolio Management, Retirement Planning, Compliance, Loans, Credit, Hedge Funds, Alternative Investments, Fixed income, Private Equity, Investment Strategies, Investment Advisory, Mexican clients, Business Management, Financial Management, Spanish, Latin America, Banker, Private Banker, Certified Financial..., Financial Services, High Net Worth..., Banking, Relationship Management, Personal Banking, International Banking..., Offshore Banking, Personal Banker, Senior Relationship..., Senior Relationship..., Senior Relationship..., KYC, Affluent Market, Domestic Personal Banker
Education
CIM
CIM
Lee Hecht Harrison
Managing Your Search Project
New York University 1990 — 1992
Diploma, Certified Financial Planner (CFP)
Instituto Tecnológico Autónomo de México / ITAM
Diploma in Financial Management
Universidad Iberoamericana, Ciudad de México
B.A. in Business, Management/Finance, Licenciando en Administracion de Empresas
Roxana McAllister Roxana McAllister's Morgan Stanley Dean Witter Experience January 1997 - August 1999
Job
Industry Law Practice
Experience
Imai, Tadlock, Keeney & Cordery, LLP 2008 - 2010
San Francisco City Attorney September 2006 - November 2006
eBay June 2006 - August 2006
The Schinner Law Group September 2005 - December 2005
Google March 2003 - June 2004
GF Studio May 2002 - December 2002
Tingry Estate November 1999 - April 2001
Morgan Stanley Dean Witter January 1997 - August 1999
Skills
Civil Litigation, Litigation, Legal Research, Legal Writing, Depositions, Product Liability, Trials, Corporate Law, Torts, Real Estate, Patents, Policy, Commercial Litigation
Education
Golden Gate University, School of Law 2004 — 2007
Juris Doctor
Wesleyan University 1990 — 1994
Bachelor of Arts, Economics
Texas Bar Member
California Bar Member
Imai, Tadlock, Keeney & Cordery, LLP 2008 - 2010
San Francisco City Attorney September 2006 - November 2006
eBay June 2006 - August 2006
The Schinner Law Group September 2005 - December 2005
Google March 2003 - June 2004
GF Studio May 2002 - December 2002
Tingry Estate November 1999 - April 2001
Morgan Stanley Dean Witter January 1997 - August 1999
Skills
Civil Litigation, Litigation, Legal Research, Legal Writing, Depositions, Product Liability, Trials, Corporate Law, Torts, Real Estate, Patents, Policy, Commercial Litigation
Education
Golden Gate University, School of Law 2004 — 2007
Juris Doctor
Wesleyan University 1990 — 1994
Bachelor of Arts, Economics
Texas Bar Member
California Bar Member
James Work James Work's Morgan Stanley Dean Witter Experience February 1995 - September 1998
Job Personal Financial Representative at Allstate Financial Services
Industry Insurance
Experience
Allstate Financial Services July 2005 - Present
A.G. Edwards April 2004 - July 2005
Banc One Securities Corporation September 1998 - April 2004
Morgan Stanley Dean Witter February 1995 - September 1998
American General Life and Accident August 1994 - February 1995
Mutual of Omaha May 1993 - August 1994
Skills
Life & Health Insurance..., Series 7, Series 63, Series 65, Fixed Annuities, Variable Annuities, Mutual Funds, 529 Plans, IRAs, 401k Rollovers, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Investment Strategies, Underwriting, Consumer Lending, College Savings Plans, Saving for Education, Whole Life, Finance, Long-term Care, Small Business, Retirement, Qualified Retirement..., Financial Planners, Asset Allocation, Universal Life, Strategic Financial..., 401k, Financial Services, Loans, Property & Casualty..., General Insurance, Term Life Insurance, Critical Illness, Employee Benefits, Health Insurance, Investments, Disability Insurance, Wealth Management..., Roth IRA, Small Business Lending, Securities, Uniform Combined State..., Wealth, Wealth Accumulation, Series 24, Estate Planning, Commercial Insurance
Education
Marshall University 1987 — 1992
Bachelor of Business Administration (BBA), Economics
Allstate Financial Services July 2005 - Present
A.G. Edwards April 2004 - July 2005
Banc One Securities Corporation September 1998 - April 2004
Morgan Stanley Dean Witter February 1995 - September 1998
American General Life and Accident August 1994 - February 1995
Mutual of Omaha May 1993 - August 1994
Skills
Life & Health Insurance..., Series 7, Series 63, Series 65, Fixed Annuities, Variable Annuities, Mutual Funds, 529 Plans, IRAs, 401k Rollovers, Long Term Care Insurance, Retirement Planning, Insurance, Life Insurance, Investment Strategies, Underwriting, Consumer Lending, College Savings Plans, Saving for Education, Whole Life, Finance, Long-term Care, Small Business, Retirement, Qualified Retirement..., Financial Planners, Asset Allocation, Universal Life, Strategic Financial..., 401k, Financial Services, Loans, Property & Casualty..., General Insurance, Term Life Insurance, Critical Illness, Employee Benefits, Health Insurance, Investments, Disability Insurance, Wealth Management..., Roth IRA, Small Business Lending, Securities, Uniform Combined State..., Wealth, Wealth Accumulation, Series 24, Estate Planning, Commercial Insurance
Education
Marshall University 1987 — 1992
Bachelor of Business Administration (BBA), Economics
John Sideris John Sideris's Morgan Stanley Dean Witter Experience November 2004 - June 2005
Job Business Development Manager at Spirit Innovations
Industry Marketing and Advertising
Experience
Spirit Innovations June 2014 - Present
CA Technologies October 2010 - November 2011
CA Technologies August 2008 - September 2010
Computer Associates, Inc July 2007 - August 2008
Morgan Stanley Dean Witter November 2004 - June 2005
Skills
Visual Basic, PowerPoint, SharePoint, Access, SAP, Learning Management, Cross-functional Team..., SaaS, PMP, Management, Training, Public Speaking, Analysis, Marketing, Social Networking, Human Resources
Education
New York University 2014 — 2015
SCPS - Graduate Certificate in Information Technologies, IT Management Systems
Hofstra University 2008 — 2010
Executive MBA, Business
Manhattan College 2004 — 2006
BS/BA, Finance, Economics, Accounting
Rutgers University-New Brunswick 2001 — 2004
Associates Degree, Economics
Mount Saint Michael Academy
high school diploma, High School/Secondary Diplomas and Certificates
Spirit Innovations June 2014 - Present
CA Technologies October 2010 - November 2011
CA Technologies August 2008 - September 2010
Computer Associates, Inc July 2007 - August 2008
Morgan Stanley Dean Witter November 2004 - June 2005
Skills
Visual Basic, PowerPoint, SharePoint, Access, SAP, Learning Management, Cross-functional Team..., SaaS, PMP, Management, Training, Public Speaking, Analysis, Marketing, Social Networking, Human Resources
Education
New York University 2014 — 2015
SCPS - Graduate Certificate in Information Technologies, IT Management Systems
Hofstra University 2008 — 2010
Executive MBA, Business
Manhattan College 2004 — 2006
BS/BA, Finance, Economics, Accounting
Rutgers University-New Brunswick 2001 — 2004
Associates Degree, Economics
Mount Saint Michael Academy
high school diploma, High School/Secondary Diplomas and Certificates
ARIAM CALLE ARIAM CALLE's Morgan Stanley Dean Witter Experience February 2002 - November 2003
Job Cash Management Operations Sanctions Enforcement and Exceptions, BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2015 - Present
Morgan Stanley Wealth Management July 2013 - December 2014
INTL FCStone Inc. February 2012 - April 2013
UBS December 2003 - February 2012
Morgan Stanley Dean Witter February 2002 - November 2003
Deutsche Bank March 2001 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Banking, Account Reconciliation, Treasury Management, Cash Management, Accounting, Trading, Financial Analysis
Education
Jones International University
BNP Paribas June 2015 - Present
Morgan Stanley Wealth Management July 2013 - December 2014
INTL FCStone Inc. February 2012 - April 2013
UBS December 2003 - February 2012
Morgan Stanley Dean Witter February 2002 - November 2003
Deutsche Bank March 2001 - December 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Banking, Account Reconciliation, Treasury Management, Cash Management, Accounting, Trading, Financial Analysis
Education
Jones International University
Dmitriy Borovikov Dmitriy Borovikov's Morgan Stanley Dean Witter Experience 2004 - 2006
Job Independant IT consultant
Industry Financial Services
Experience
Independent Consultant May 2012 - Present
Horton Point October 2006 - May 2012
Morgan Stanley Dean Witter 2004 - 2006
Thomson Reuters 2000 - 2004
Skills
Market Data, Electronic Trading, Fixed Income, Quantitative Finance, Equities, Multithreading, Hedge Funds, SQL, C#, .NET, Java, Low Latency, C++, Data Mining, Trading Systems, UML, Architecture, Linux, News, Bonds, Trading Strategies, Securities, Visual Studio, SOA, Software Engineering, Quantitative Analytics, Database Design, Software Project..., Design Patterns, Unix, Object Oriented Design, XSLT, Distributed Systems, Options, Capital Markets, Asset Managment, Perl, Web Services, C, Unix Shell Scripting, Business Analysis, Databases, Visual Basic, Integration, Agile Methodologies, Investment Banking, Financial Markets, SDLC, Software Development, Data Warehousing
Education
Lomonosov Moscow State University (MSU) 1993 — 1993
PhD, Math Modeling, Biology
Moscow Institute of Physics and Technology (State University) (MIPT) 1981 — 1987
MS, Physics, Biology
Independent Consultant May 2012 - Present
Horton Point October 2006 - May 2012
Morgan Stanley Dean Witter 2004 - 2006
Thomson Reuters 2000 - 2004
Skills
Market Data, Electronic Trading, Fixed Income, Quantitative Finance, Equities, Multithreading, Hedge Funds, SQL, C#, .NET, Java, Low Latency, C++, Data Mining, Trading Systems, UML, Architecture, Linux, News, Bonds, Trading Strategies, Securities, Visual Studio, SOA, Software Engineering, Quantitative Analytics, Database Design, Software Project..., Design Patterns, Unix, Object Oriented Design, XSLT, Distributed Systems, Options, Capital Markets, Asset Managment, Perl, Web Services, C, Unix Shell Scripting, Business Analysis, Databases, Visual Basic, Integration, Agile Methodologies, Investment Banking, Financial Markets, SDLC, Software Development, Data Warehousing
Education
Lomonosov Moscow State University (MSU) 1993 — 1993
PhD, Math Modeling, Biology
Moscow Institute of Physics and Technology (State University) (MIPT) 1981 — 1987
MS, Physics, Biology
Donald Kittell Donald Kittell's Morgan Stanley Dean Witter Experience 1982 - 1987
Job Managing Director at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions Inc. (formerly ADP Brokerage) 2009 - Present
Broadridge Financial Solutions November 2008 - Present
SIFMA 2007 - 2008
Securities Industry and Financial Markets Association 1991 - 2008
Morgan Stanley Dean Witter 1982 - 1987
new york stock exchange 1977 - 1982
Skills
Securities, Fixed Income, Capital Markets, Mutual Funds
Education
Harvard Business School 1960 — 1962
MBA
Hamilton College 1956 — 1959
BA, English, Economics
Broadridge Financial Solutions Inc. (formerly ADP Brokerage) 2009 - Present
Broadridge Financial Solutions November 2008 - Present
SIFMA 2007 - 2008
Securities Industry and Financial Markets Association 1991 - 2008
Morgan Stanley Dean Witter 1982 - 1987
new york stock exchange 1977 - 1982
Skills
Securities, Fixed Income, Capital Markets, Mutual Funds
Education
Harvard Business School 1960 — 1962
MBA
Hamilton College 1956 — 1959
BA, English, Economics
Roberta Hurst Roberta Hurst's Morgan Stanley Dean Witter Experience 1989 - 1999
Job Senior Vice President at KeyBank Corp
Industry Investment Banking
Experience
KeyBank Corp February 2013 - Present
Moss Adams Capital LLC April 2011 - January 2013
UBS Wealth Management 2005 - 2007
Punk Ziegel 1999 - 2001
Morgan Stanley Dean Witter 1989 - 1999
Robertson Stephens & Co 1993 - 1995
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Strategy, Financial Analysis, Mergers & Acquisitions, Valuation, Equities, Mergers, Financial Modeling, Venture Capital, Due Diligence, Debt & Equity Financing, Capital Markets
Education
Indiana University Bloomington 1984 — 1989
National University of Singapore 1988 — 1988
Peking University 1987 — 1988
KeyBank Corp February 2013 - Present
Moss Adams Capital LLC April 2011 - January 2013
UBS Wealth Management 2005 - 2007
Punk Ziegel 1999 - 2001
Morgan Stanley Dean Witter 1989 - 1999
Robertson Stephens & Co 1993 - 1995
Skills
Corporate Finance, Investment Banking, Management, Private Equity, Strategy, Financial Analysis, Mergers & Acquisitions, Valuation, Equities, Mergers, Financial Modeling, Venture Capital, Due Diligence, Debt & Equity Financing, Capital Markets
Education
Indiana University Bloomington 1984 — 1989
National University of Singapore 1988 — 1988
Peking University 1987 — 1988
Ajay Kachwaha Ajay Kachwaha's Morgan Stanley Dean Witter Experience June 1998 - December 1998
Job Business Manager at Life Foods Inc.
Industry Computer Software
Experience
Life Foods Inc. February 2013 - Present
Job Rooster July 2010 - February 2013
Xcarta Corporation November 2009 - July 2010
High Street Partners Inc. November 2008 - November 2009
Trianz Inc. August 2005 - October 2008
Capgemini US LLC May 2001 - April 2005
Solectron Corporation August 2000 - May 2001
General Motors Corporation June 1999 - September 1999
Morgan Stanley Dean Witter June 1998 - December 1998
Skills
Project Management, Business Strategy, Business Development, Business Analysis, Competitive Analysis, CRM, Start-ups, Strategy, Management, Product Management, Product Development, Account Management, Integration, Training, Leadership, Management Consulting, Consulting
Education
University of Cincinnati College of Business 1996 — 2000
B.B.A., Finance and Management
Modern School
Life Foods Inc. February 2013 - Present
Job Rooster July 2010 - February 2013
Xcarta Corporation November 2009 - July 2010
High Street Partners Inc. November 2008 - November 2009
Trianz Inc. August 2005 - October 2008
Capgemini US LLC May 2001 - April 2005
Solectron Corporation August 2000 - May 2001
General Motors Corporation June 1999 - September 1999
Morgan Stanley Dean Witter June 1998 - December 1998
Skills
Project Management, Business Strategy, Business Development, Business Analysis, Competitive Analysis, CRM, Start-ups, Strategy, Management, Product Management, Product Development, Account Management, Integration, Training, Leadership, Management Consulting, Consulting
Education
University of Cincinnati College of Business 1996 — 2000
B.B.A., Finance and Management
Modern School
Daniel DeWitt, CFP®, MBA Daniel DeWitt, CFP®, MBA's Morgan Stanley Dean Witter Experience January 2001 - February 2004
Job Financial Advisor at HS&C WEALTH MANAGEMENT A financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
H & S Wealth Management, LLC July 2007 - January 2010
Macatawa Bank March 2004 - June 2007
Morgan Stanley Dean Witter January 2001 - February 2004
The MONY Group June 2000 - January 2001
United States Marine Corps October 1994 - June 2000
Education
Grand Valley State University 2005 — 2009
MBA
Michigan State University 1990 — 1994
BA, Business Administration
Ameriprise Financial Services, Inc. January 2010 - Present
H & S Wealth Management, LLC July 2007 - January 2010
Macatawa Bank March 2004 - June 2007
Morgan Stanley Dean Witter January 2001 - February 2004
The MONY Group June 2000 - January 2001
United States Marine Corps October 1994 - June 2000
Education
Grand Valley State University 2005 — 2009
MBA
Michigan State University 1990 — 1994
BA, Business Administration
Rick Domenick Rick Domenick's Morgan Stanley Dean Witter Experience 1996 - 2001
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2001 - Present
Morgan Stanley Dean Witter 1996 - 2001
Prudential Insurance January 1990 - December 1996
Skills
Retirement Income Plans, Family Financial..., Small Business Benefits
Education
Moorpark College 1973 — 1975
AA, Business Management
Allstate Financial Services, LLC August 2001 - Present
Morgan Stanley Dean Witter 1996 - 2001
Prudential Insurance January 1990 - December 1996
Skills
Retirement Income Plans, Family Financial..., Small Business Benefits
Education
Moorpark College 1973 — 1975
AA, Business Management
Pascale Brunet Pascale Brunet's Morgan Stanley Dean Witter Experience September 2003 - July 2006
Job at StayatHome Mom; Greater NY Area
Industry Financial Services
Experience
Stay-at-Home Mom; Greater NY Area July 2006 - Present
Morgan Stanley Dean Witter September 2003 - July 2006
Morgan Stanley Dean Witter September 2001 - September 2003
Bearing Point 1998 - 2001
Skills
Business Strategy, Business Process..., Business Analysis, Capital Markets, Change Management, Equities, Financial Services, Management, Fixed Income
Education
HKUST Business School 1996 — 1998
Stay-at-Home Mom; Greater NY Area July 2006 - Present
Morgan Stanley Dean Witter September 2003 - July 2006
Morgan Stanley Dean Witter September 2001 - September 2003
Bearing Point 1998 - 2001
Skills
Business Strategy, Business Process..., Business Analysis, Capital Markets, Change Management, Equities, Financial Services, Management, Fixed Income
Education
HKUST Business School 1996 — 1998
James Huennekens James Huennekens's Morgan Stanley Dean Witter Experience September 1995 - January 1998
Job Director at Miller Howard Investments
Industry Financial Services
Experience
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Miller Howard Investments November 2012 - Present
Franklin Templeton Investments October 2007 - January 2012
TruSource January 2003 - October 2007
Liberty Funds Group April 1999 - May 2002
Nicholas Applegate January 1998 - April 1999
Morgan Stanley Dean Witter September 1995 - January 1998
Northern Trust September 1992 - September 1995
Administrative Management Group September 1987 - September 1992
Northern Trust January 1985 - September 1987
Harris Bank February 1983 - January 1985
Skills
Retirment Services, Mutual Funds, Institutional Sales, Institutional..., Direct Sales, Investments, Distribution, Client Services, Sales Process, Problem Solving, Product Development, Business Planning, FINRA, Series 7, Series 66, Series 63, Educational Seminars, Financial Services, New Business Development, 401k, Separately Managed..., Defined Contribution, Alternative Investments, ERISA, Uniform Combined State..., Investment Strategies, Retirement, Wealth Management, Retirement Planning
Education
Illinois State University
BS, Business, Economics, Accounting
Rob Patti's Morgan Stanley Dean Witter Experience May 1997 - January 2000
Job Private Wealth Manager/Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2012 - Present
Zacks Investment Management January 2007 - December 2012
SNP Financial Group February 2000 - December 2006
Morgan Stanley Dean Witter May 1997 - January 2000
Skills
Estate Planning, Financial Planning, Asset Management, Income Generation, Investments, Wealth Management, Retirement Planning, Annuities, Retirement, Insurance, Portfolio Management, Investment Advisory, Series 7, Mutual Funds, 401k, Wealth, Investment Strategies, Securities, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst, CIMA
Oglethorpe University 2001 — 2002
Robert Patti, CFP®, CFP
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Sprayberry High School 1989 — 1993
Stratos Wealth Partners December 2012 - Present
Zacks Investment Management January 2007 - December 2012
SNP Financial Group February 2000 - December 2006
Morgan Stanley Dean Witter May 1997 - January 2000
Skills
Estate Planning, Financial Planning, Asset Management, Income Generation, Investments, Wealth Management, Retirement Planning, Annuities, Retirement, Insurance, Portfolio Management, Investment Advisory, Series 7, Mutual Funds, 401k, Wealth, Investment Strategies, Securities, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Certified Investment Management Analyst, CIMA
Oglethorpe University 2001 — 2002
Robert Patti, CFP®, CFP
Jacksonville State University 1993 — 1997
Bachelor of Science, Finance
Sprayberry High School 1989 — 1993
Nick Firestone Nick Firestone's Morgan Stanley Dean Witter Experience February 2004 - May 2004
Job CPA at Rosenberg CPA LLC
Industry Financial Services
Experience
Rosenberg CPA LLC October 2006 - Present
Morgan Stanley Dean Witter February 2004 - May 2004
Education
Michigan State University 2004 — 2006
MBA, Business
The Ohio State University Fisher College of Business 2000 — 2004
BS, Accounting and Finance
Rosenberg CPA LLC October 2006 - Present
Morgan Stanley Dean Witter February 2004 - May 2004
Education
Michigan State University 2004 — 2006
MBA, Business
The Ohio State University Fisher College of Business 2000 — 2004
BS, Accounting and Finance
Howard Isaacs Howard Isaacs's Morgan Stanley Dean Witter Experience January 1983 - January 1984
Job CEO of Financial Communications 2.0
Industry Public Relations and Communications
Experience
Financial Communications 2.0 November 1997 - Present
Market Broker Relations August 1997 - August 2009
Morgan Stanley Dean Witter January 1983 - January 1984
Skills
Investments, Investor Relations, Start-ups, Entrepreneurship, Private Equity, Corporate Development, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Business Strategy, Valuation
Education
Southwestern Law School 1969 — 1972
Law Degree, Law
Indiana University Bloomington 1965 — 1969
BS, Finance
mather
Financial Communications 2.0 November 1997 - Present
Market Broker Relations August 1997 - August 2009
Morgan Stanley Dean Witter January 1983 - January 1984
Skills
Investments, Investor Relations, Start-ups, Entrepreneurship, Private Equity, Corporate Development, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Business Strategy, Valuation
Education
Southwestern Law School 1969 — 1972
Law Degree, Law
Indiana University Bloomington 1965 — 1969
BS, Finance
mather
Shailendra Kumar Shailendra Kumar's Morgan Stanley Dean Witter Experience January 1999 - January 2004
Job Head of US Prime Technology at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2010 - Present
Merrill Lynch January 2005 - May 2010
BANK OF AMERICA February 2004 - October 2005
Morgan Stanley Dean Witter January 1999 - January 2004
Capgemini Consulting January 1997 - January 1999
Skills
IT Strategy, Requirements Analysis, SDLC, Business Analysis, Software Project..., Program Management, Solution Architecture, Integration, Enterprise Architecture
Education
National Institute of Technology Raipur 1993 — 1997
BE, Civil
Nomura Securities May 2010 - Present
Merrill Lynch January 2005 - May 2010
BANK OF AMERICA February 2004 - October 2005
Morgan Stanley Dean Witter January 1999 - January 2004
Capgemini Consulting January 1997 - January 1999
Skills
IT Strategy, Requirements Analysis, SDLC, Business Analysis, Software Project..., Program Management, Solution Architecture, Integration, Enterprise Architecture
Education
National Institute of Technology Raipur 1993 — 1997
BE, Civil
Mina Averza Mina Averza's Morgan Stanley Dean Witter Experience 1995 - 1996
Job Manager Treasury at Laureate Education
Industry Financial Services
Experience
Laureate Education June 2014 - Present
Laureate Education October 2011 - Present
Fannie Mae October 2010 - September 2011
WR Grace August 2004 - September 2010
Solo Cup Company 2001 - August 2004
Franklin Templeton Group 1997 - 1999
Morgan Stanley Dean Witter 1995 - 1996
Skills
Treasury Management, Cash Management, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Treasury, Financial Reporting, Finance, Investments, Internal Controls, Forecasting, Accounting, Corporate Finance, Business Analysis, Process Improvement, Cash Flow Forecasting, Treasury Services, Cash Flow, US GAAP, Cost Accounting, Strategic Financial..., Auditing, Internal Audit, Consolidation, SAP
Education
University of Baltimore 1991 — 1993
MBA
Loyola University Maryland 1985 — 1989
Marketing
Laureate Education June 2014 - Present
Laureate Education October 2011 - Present
Fannie Mae October 2010 - September 2011
WR Grace August 2004 - September 2010
Solo Cup Company 2001 - August 2004
Franklin Templeton Group 1997 - 1999
Morgan Stanley Dean Witter 1995 - 1996
Skills
Treasury Management, Cash Management, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Treasury, Financial Reporting, Finance, Investments, Internal Controls, Forecasting, Accounting, Corporate Finance, Business Analysis, Process Improvement, Cash Flow Forecasting, Treasury Services, Cash Flow, US GAAP, Cost Accounting, Strategic Financial..., Auditing, Internal Audit, Consolidation, SAP
Education
University of Baltimore 1991 — 1993
MBA
Loyola University Maryland 1985 — 1989
Marketing
Charles Adams, CFP® Charles Adams, CFP®'s Morgan Stanley Dean Witter Experience 1996 - 2005
Job Senior Financial Advisor at an independently owned practice of Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
an independently owned practice of Wells Fargo Advisors Financial Network, LLC 2009 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2008
Morgan Stanley Dean Witter 1996 - 2005
Skills
Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Asset Allocation, IRAs, Financial Services, 401k, Financial Planning, Investment Strategies, Asset Management, 401k Rollovers, Roth IRA, Variable Annuities, Life Insurance, Fee-Based, Estate Investment...
Education
Kaplan University 2009 — 2010
B.S., Business Administration
De Anza Junior College 1971 — 1976
A.S., Business Science
Fremont High School 1967 — 1971
High School Diploma
an independently owned practice of Wells Fargo Advisors Financial Network, LLC 2009 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards & Sons, Inc. 2005 - 2008
Morgan Stanley Dean Witter 1996 - 2005
Skills
Investments, Retirement Planning, Finance, Mutual Funds, Wealth Management, Asset Allocation, IRAs, Financial Services, 401k, Financial Planning, Investment Strategies, Asset Management, 401k Rollovers, Roth IRA, Variable Annuities, Life Insurance, Fee-Based, Estate Investment...
Education
Kaplan University 2009 — 2010
B.S., Business Administration
De Anza Junior College 1971 — 1976
A.S., Business Science
Fremont High School 1967 — 1971
High School Diploma
Fred Hormerte Fred Hormerte's Morgan Stanley Dean Witter Experience February 1997 - March 2007
Job Clerical Associate DEPT OF SANITATION at City of New York
Industry Financial Services
Experience
City of New York November 2014 - Present
Morgan Stanley-Smith Barney March 2007 - August 2011
Morgan Stanley-Dean Witter February 1997 - March 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Communicator, Internet Explorer, Contract & Ex-clearing..., Trade adjustments, Unit Trust Operations, Interpersonal..., Leadership, Research, Teamwork, Data Entry, Customer Service, Telephone Skills
Education
Iona College 1992 — 1996
B.A., English
City of New York November 2014 - Present
Morgan Stanley-Smith Barney March 2007 - August 2011
Morgan Stanley-Dean Witter February 1997 - March 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Communicator, Internet Explorer, Contract & Ex-clearing..., Trade adjustments, Unit Trust Operations, Interpersonal..., Leadership, Research, Teamwork, Data Entry, Customer Service, Telephone Skills
Education
Iona College 1992 — 1996
B.A., English
Annette Ramseur's Morgan Stanley Dean Witter Experience January 2001 - December 2001
Job Administrative Secretary at Johns Hopkins University/ Department of the History of Medicine
Industry Higher Education
Experience
State of Maryland Assessment and Taxation/Jones Networking Staffing April 2014 - May 2014
Maryland Transit Administration/Contracted Compliance Review/Jones Networking Staffing January 2014 - March 2014
Johns Hopkins University/ Department of the History of Medicine July 2013 - November 2013
BWI Maryland Aviation Administration/ Jones Networking May 2013 - July 2013
Towson University October 2012 - April 2013
Morgan State University/ School of Business and Management-Student Services March 2005 - June 2012
Morgan State University/ Morgan Occupational Skills Training Program August 2001 - March 2005
Morgan Stanley Dean Witter January 2001 - December 2001
T. Rowe Price November 1998 - January 2000
Skills
Customer Service, Microsoft Office, Databases, Administrative..., Editing, Training, Access, System Administration, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Research, Event Planning, Teamwork, Public Speaking, Non-profits, Event Management, Fundraising, Social Media, Business Analysis, Public Relations, Budgets, Nonprofits, Outlook, Management, Administration, Data Entry, Program Management
Education
Morgan State University 2001 — 2001
Certificate, Computer Applications
TESST Technology Institute 1998 — 1998
Diploma, Office Computer Applications
State of Maryland Assessment and Taxation/Jones Networking Staffing April 2014 - May 2014
Maryland Transit Administration/Contracted Compliance Review/Jones Networking Staffing January 2014 - March 2014
Johns Hopkins University/ Department of the History of Medicine July 2013 - November 2013
BWI Maryland Aviation Administration/ Jones Networking May 2013 - July 2013
Towson University October 2012 - April 2013
Morgan State University/ School of Business and Management-Student Services March 2005 - June 2012
Morgan State University/ Morgan Occupational Skills Training Program August 2001 - March 2005
Morgan Stanley Dean Witter January 2001 - December 2001
T. Rowe Price November 1998 - January 2000
Skills
Customer Service, Microsoft Office, Databases, Administrative..., Editing, Training, Access, System Administration, Data Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Research, Event Planning, Teamwork, Public Speaking, Non-profits, Event Management, Fundraising, Social Media, Business Analysis, Public Relations, Budgets, Nonprofits, Outlook, Management, Administration, Data Entry, Program Management
Education
Morgan State University 2001 — 2001
Certificate, Computer Applications
TESST Technology Institute 1998 — 1998
Diploma, Office Computer Applications
Don Kovacs Don Kovacs's Morgan Stanley Dean Witter Experience September 2004 - April 2005
Job Project Manager at Wells Fargo Securities
Industry Management Consulting
Experience
Wells Fargo Securities September 2013 - February 2014
Adeptra/FICO January 2012 - August 2013
Simplicato April 2011 - January 2012
JPMC December 2010 - April 2011
Dow Jones Inc April 2008 - December 2010
Barclays Capital July 2006 - March 2008
Simplicato Inc. May 2005 - July 2006
Morgan Stanley Dean Witter September 2004 - April 2005
GTech June 2004 - August 2004
Bremen AI May 2003 - June 2004
Skills
Project Manager, Business Analysis, Organizational..., Project Management, Business Process..., Vendor Management, SDLC, Visio, Requirements Analysis, Program Management, Integration, Quality Assurance, Process Improvement, Business Intelligence, Software Documentation, PMO, Management, Testing, Change Management, Risk Management, Agile Methodologies, CRM, Business Process, Project Portfolio..., Analysis, Product Management, Strategy, Software Development, Databases, Leadership, Enterprise Software, Business Requirements, Data Warehousing, Governance, Training, Business Development, SQL, PMP, Oracle, E-commerce, Salesforce.com, SOA, Software Project..., Security, IT Management, IT Strategy, Business Process..., Consulting, Requirements Gathering, SAP
Education
Msgr. Farrell High School 1963 — 1966
Diploma
Inter-American University of Puerto Rico-San Germán Campus
Bachelors
Wells Fargo Securities September 2013 - February 2014
Adeptra/FICO January 2012 - August 2013
Simplicato April 2011 - January 2012
JPMC December 2010 - April 2011
Dow Jones Inc April 2008 - December 2010
Barclays Capital July 2006 - March 2008
Simplicato Inc. May 2005 - July 2006
Morgan Stanley Dean Witter September 2004 - April 2005
GTech June 2004 - August 2004
Bremen AI May 2003 - June 2004
Skills
Project Manager, Business Analysis, Organizational..., Project Management, Business Process..., Vendor Management, SDLC, Visio, Requirements Analysis, Program Management, Integration, Quality Assurance, Process Improvement, Business Intelligence, Software Documentation, PMO, Management, Testing, Change Management, Risk Management, Agile Methodologies, CRM, Business Process, Project Portfolio..., Analysis, Product Management, Strategy, Software Development, Databases, Leadership, Enterprise Software, Business Requirements, Data Warehousing, Governance, Training, Business Development, SQL, PMP, Oracle, E-commerce, Salesforce.com, SOA, Software Project..., Security, IT Management, IT Strategy, Business Process..., Consulting, Requirements Gathering, SAP
Education
Msgr. Farrell High School 1963 — 1966
Diploma
Inter-American University of Puerto Rico-San Germán Campus
Bachelors
John Kwon, CFA's Morgan Stanley Dean Witter Experience June 2000 - April 2001
Job Natural Gas Trader / Senior Analyst
Industry Utilities
Experience
Con Edison Inc. of New York August 2007 - Present
Consolidated Edison Inc. February 2005 - July 2007
Consolidated Edison Inc. March 2003 - January 2005
Consolidated Edison Inc. July 2001 - February 2003
Morgan Stanley Dean Witter June 2000 - April 2001
Skills
Chartered Financial..., Financial Modeling, VBA, Quantitative Analysis, Hedging, Natural Gas Trading, Futures and Options..., Asset Management, Energy Trading, Asset Managment, Quantitative Analytics, Analysis, Trading, Options, Commodity Markets, Risk Management
Education
Brooklyn College 2010 — 2013
Master of Arts, Computer Science
New York University 2008 — 2010
School of Continuing and Professional Studies, Finance
Pace University 2002 — 2006
MBA, Finance
Polytechnic Institute of New York University 1997 — 2001
Bachelor of Science, Civil Engineering
Con Edison Inc. of New York August 2007 - Present
Consolidated Edison Inc. February 2005 - July 2007
Consolidated Edison Inc. March 2003 - January 2005
Consolidated Edison Inc. July 2001 - February 2003
Morgan Stanley Dean Witter June 2000 - April 2001
Skills
Chartered Financial..., Financial Modeling, VBA, Quantitative Analysis, Hedging, Natural Gas Trading, Futures and Options..., Asset Management, Energy Trading, Asset Managment, Quantitative Analytics, Analysis, Trading, Options, Commodity Markets, Risk Management
Education
Brooklyn College 2010 — 2013
Master of Arts, Computer Science
New York University 2008 — 2010
School of Continuing and Professional Studies, Finance
Pace University 2002 — 2006
MBA, Finance
Polytechnic Institute of New York University 1997 — 2001
Bachelor of Science, Civil Engineering
Maureen Cajoux, Esq. Maureen Cajoux, Esq.'s Morgan Stanley Dean Witter Experience 1997 - 1998
Job Counsel at Ameriprise Financial Services, Inc.
Industry Legal Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Blue Sky MLS 2010 - 2011
Maureen G. Cajoux Esq. 2001 - 2010
Raymond James Financial 2004 - 2006
Hooper and Weiss LLC 2002 - 2004
FINRA 2001 - 2002
Academic Clerkships 1998 - 2001
Morgan Stanley Dean Witter 1997 - 1998
Skills
Securities Litigation, FINRA, Securities Regulation, Mediation, Class Actions, Arbitration, SEC, Litigation, Investment Advisory, Negotiation, Public Speaking, Corporate Governance, Civil Litigation, AML, Commercial Litigation, Corporate Law, Securities Offerings, Securities, Legal Research, Broker-Dealer, Securities Arbitration, Securities Law, Investment Company Act, Litigation Management, Mergers, Wealth Management, Hedge Funds, Legal Writing, Strategic Financial..., Investments
Education
New York Law School
JD
New York University
BA
Ameriprise Financial Services, Inc. 2011 - Present
Blue Sky MLS 2010 - 2011
Maureen G. Cajoux Esq. 2001 - 2010
Raymond James Financial 2004 - 2006
Hooper and Weiss LLC 2002 - 2004
FINRA 2001 - 2002
Academic Clerkships 1998 - 2001
Morgan Stanley Dean Witter 1997 - 1998
Skills
Securities Litigation, FINRA, Securities Regulation, Mediation, Class Actions, Arbitration, SEC, Litigation, Investment Advisory, Negotiation, Public Speaking, Corporate Governance, Civil Litigation, AML, Commercial Litigation, Corporate Law, Securities Offerings, Securities, Legal Research, Broker-Dealer, Securities Arbitration, Securities Law, Investment Company Act, Litigation Management, Mergers, Wealth Management, Hedge Funds, Legal Writing, Strategic Financial..., Investments
Education
New York Law School
JD
New York University
BA
The Investor's Advisor The Investor's Advisor's Morgan Stanley Dean Witter Experience January 1999 - January 2002
Job President at The Investor's Advisors Network
Industry Venture Capital & Private Equity
Experience
The Investor's Advisors Network January 2011 - Present
Ancona Financial Group January 2008 - February 2010
KB Investments February 2003 - January 2008
Morgan Stanley Dean Witter January 1999 - January 2002
Education
Bob Hogue School of Real Estate 2003 Florida State Real Estate
Miami Dade College
a Bachelors Degree, Business Management
The Investor's Advisors Network January 2011 - Present
Ancona Financial Group January 2008 - February 2010
KB Investments February 2003 - January 2008
Morgan Stanley Dean Witter January 1999 - January 2002
Education
Bob Hogue School of Real Estate 2003 Florida State Real Estate
Miami Dade College
a Bachelors Degree, Business Management
Jennifer Fleiss Jennifer Fleiss's Morgan Stanley Dean Witter Experience June 2005 - February 2006
Job CoFounder & Head of Business Development at Rent the Runway
Industry Apparel & Fashion
Experience
Rent the Runway November 2008 - Present
theSkimm July 2015 - Present
Hint Inc. February 2014 - Present
Carter Admissions November 2007 - November 2008
Lehman Brothers March 2006 - July 2007
Morgan Stanley Dean Witter June 2005 - February 2006
Education
Harvard Business School 2007 — 2009
MBA
Yale University 2001 — 2005
BA, Political Science
Rent the Runway November 2008 - Present
theSkimm July 2015 - Present
Hint Inc. February 2014 - Present
Carter Admissions November 2007 - November 2008
Lehman Brothers March 2006 - July 2007
Morgan Stanley Dean Witter June 2005 - February 2006
Education
Harvard Business School 2007 — 2009
MBA
Yale University 2001 — 2005
BA, Political Science
Steven Maybloom MS EM, NABCEP ELPV Steven Maybloom MS EM, NABCEP ELPV's Morgan Stanley Dean Witter Experience 2003 - 2004
Job Operations Manager at Quad State Solar, Inc.
Industry Renewables & Environment
Experience
Quad State Solar, Inc. June 2015 - Present
NYIT Green Careers Network September 2010 - Present
Graduates in Energy and Technology Group (GET) February 2010 - Present
PSEG January 2014 - February 2015
National Grid Energy Services October 2013 - December 2013
The Research Foundation for SUNY July 2011 - October 2013
Power Management Concepts October 2010 - March 2011
Citi 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Global Crossing 2000 - 2002
Skills
Renewable Energy, Sustainability, Energy Efficiency, Energy Management, Energy Conservation, Solar Energy, Energy, Green Building, Project Management, Energy Audits, Project Planning, Strategic Planning, Contract Management, Program Management, Microsoft Office, Research, Photovoltaics, MS Project, Training, Business Development, Networking, Leadership, LEED AP, New Business Development, Management, Business Strategy, Proposal Writing, Analysis, Alternative Energy, Sustainable Energy, Engineering, Facilities Management, Entrepreneurship, Smart Grid, Sustainability..., LEED, Start-ups, Contract Negotiation, Energy Policy, Cleantech, Wind, Sustainable Business, Solar Thermal, Green Technology, HVAC, Strategy, Sustainable Development, Solar PV, Biomass, Environmental Awareness
Education
New York Institute of Technology-Old Westbury 2011 — 2013
Master of Science, Energy Management, 3.91 GPA
Suffolk County Community College 2012 — 2012
OSHA 10-Hour Certificate Completed, Health & Safety
New York Institute of Technology 2010 — 2011
Advanced Certificate, Facilities Management
Stony Brook University 2010 — 2010
LEED Green Associate accreditation
Stony Brook University 2010 — 2010
Certification, NAHB/ANSI Certified Green Professional
Suffolk County Community College 2010 — 2010
Certification, Advanced Manufacturing Training Program
Suffolk County Community College 2010 — 2010
Green Energy Technical Career Training - P.O.W.E.R program
New York Institute of Technology
BS, Telecommunications, Management
Suffolk County Community College
Certificate BPI Building Analyst, Architectural and Building Sciences/Technology
Stony Brook University
PMI, Project Management Plus Certification
Quad State Solar, Inc. June 2015 - Present
NYIT Green Careers Network September 2010 - Present
Graduates in Energy and Technology Group (GET) February 2010 - Present
PSEG January 2014 - February 2015
National Grid Energy Services October 2013 - December 2013
The Research Foundation for SUNY July 2011 - October 2013
Power Management Concepts October 2010 - March 2011
Citi 2004 - 2009
Morgan Stanley Dean Witter 2003 - 2004
Global Crossing 2000 - 2002
Skills
Renewable Energy, Sustainability, Energy Efficiency, Energy Management, Energy Conservation, Solar Energy, Energy, Green Building, Project Management, Energy Audits, Project Planning, Strategic Planning, Contract Management, Program Management, Microsoft Office, Research, Photovoltaics, MS Project, Training, Business Development, Networking, Leadership, LEED AP, New Business Development, Management, Business Strategy, Proposal Writing, Analysis, Alternative Energy, Sustainable Energy, Engineering, Facilities Management, Entrepreneurship, Smart Grid, Sustainability..., LEED, Start-ups, Contract Negotiation, Energy Policy, Cleantech, Wind, Sustainable Business, Solar Thermal, Green Technology, HVAC, Strategy, Sustainable Development, Solar PV, Biomass, Environmental Awareness
Education
New York Institute of Technology-Old Westbury 2011 — 2013
Master of Science, Energy Management, 3.91 GPA
Suffolk County Community College 2012 — 2012
OSHA 10-Hour Certificate Completed, Health & Safety
New York Institute of Technology 2010 — 2011
Advanced Certificate, Facilities Management
Stony Brook University 2010 — 2010
LEED Green Associate accreditation
Stony Brook University 2010 — 2010
Certification, NAHB/ANSI Certified Green Professional
Suffolk County Community College 2010 — 2010
Certification, Advanced Manufacturing Training Program
Suffolk County Community College 2010 — 2010
Green Energy Technical Career Training - P.O.W.E.R program
New York Institute of Technology
BS, Telecommunications, Management
Suffolk County Community College
Certificate BPI Building Analyst, Architectural and Building Sciences/Technology
Stony Brook University
PMI, Project Management Plus Certification
Erik Loventorn Erik Loventorn's Morgan Stanley Dean Witter Experience June 1999 - August 2000
Job Trader at Artisan Partners
Industry Financial Services
Experience
Artisan Partners March 2007 - Present
Artisan Partners LLC March 2007 - Present
Coghill Capital Management August 2005 - March 2007
Russell Investments November 2003 - August 2005
Northern Trust Global Investments August 2000 - November 2003
Morgan Stanley Dean Witter June 1999 - August 2000
Education
Högskolan i Jönköping 1994 — 1999
Master of Science (MSc), Finance
Artisan Partners March 2007 - Present
Artisan Partners LLC March 2007 - Present
Coghill Capital Management August 2005 - March 2007
Russell Investments November 2003 - August 2005
Northern Trust Global Investments August 2000 - November 2003
Morgan Stanley Dean Witter June 1999 - August 2000
Education
Högskolan i Jönköping 1994 — 1999
Master of Science (MSc), Finance
Jo Ann Sendldorfer Jo Ann Sendldorfer's Morgan Stanley Dean Witter Experience 1986 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 1996 - 2009
Starbucks Coffee Company 1995 - 1996
Morgan Stanley Dean Witter 1986 - 1995
Skills
Equities, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Finance, FINRA, Swaps, Bloomberg, Series 7, Securities, Alternative Investments, Series 63, Capital Markets
Education
Gabriel Richard
Michigan State University
B.S., Human Ecology, Economics
Merrill Lynch 1996 - 2009
Starbucks Coffee Company 1995 - 1996
Morgan Stanley Dean Witter 1986 - 1995
Skills
Equities, Fixed Income, Derivatives, Options, Trading, Hedge Funds, Finance, FINRA, Swaps, Bloomberg, Series 7, Securities, Alternative Investments, Series 63, Capital Markets
Education
Gabriel Richard
Michigan State University
B.S., Human Ecology, Economics
David Shearrow David Shearrow's Morgan Stanley Dean Witter Experience February 1999 - August 2001
Job Higher Education Professional
Industry Higher Education
Experience
Panther Expedited Services 2013 - Present
Kent State University February 2012 - October 2012
Shearer’s Foods Inc May 2010 - November 2011
Ironrock Capital July 2007 - June 2009
Lowes Home Improvement February 2005 - July 2007
Morgan Stanley Dean Witter February 1999 - August 2001
Joseph R. Harrison September 1997 - February 1999
Louisville YMCA September 1986 - June 1997
CYC Recreation Center July 1989 - July 1995
Northeast Community Center July 1986 - July 1989
Skills
Data Entry, Research, Training, Inventory Management
Education
Kent State University
Bachelor of Arts
Kent State University
Bachelor of Science, Psychology
Panther Expedited Services 2013 - Present
Kent State University February 2012 - October 2012
Shearer’s Foods Inc May 2010 - November 2011
Ironrock Capital July 2007 - June 2009
Lowes Home Improvement February 2005 - July 2007
Morgan Stanley Dean Witter February 1999 - August 2001
Joseph R. Harrison September 1997 - February 1999
Louisville YMCA September 1986 - June 1997
CYC Recreation Center July 1989 - July 1995
Northeast Community Center July 1986 - July 1989
Skills
Data Entry, Research, Training, Inventory Management
Education
Kent State University
Bachelor of Arts
Kent State University
Bachelor of Science, Psychology
Jamie Brad Jamie Brad's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Marketing Manager at MetLife
Industry Insurance
Experience
MetLife May 2014 - Present
MetLife 2010 - Present
MetLife 2005 - 2010
Consortium Companies 2002 - 2005
Kallman Worldwide, Inc. 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Skills
Insurance, Marketing, Leadership, Account Management, Direct Marketing, Property & Casualty..., Customer Service, Employee Benefits, Strategy, Marketing Strategy, Marketing Communications, Analytics
Education
Seton Hall University 2007 — 2011
MBA, Marketing
Montclair State University 1995 — 1999
BS, Marketing & Management
MetLife May 2014 - Present
MetLife 2010 - Present
MetLife 2005 - 2010
Consortium Companies 2002 - 2005
Kallman Worldwide, Inc. 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Skills
Insurance, Marketing, Leadership, Account Management, Direct Marketing, Property & Casualty..., Customer Service, Employee Benefits, Strategy, Marketing Strategy, Marketing Communications, Analytics
Education
Seton Hall University 2007 — 2011
MBA, Marketing
Montclair State University 1995 — 1999
BS, Marketing & Management
Penny Dokken, CFP® Penny Dokken, CFP®'s Morgan Stanley Dean Witter Experience 1997 - 1999
Job Certified Financial Planner
Industry Hospital & Health Care
Experience
BAYADA Home Health Care Acting Administrator/CFONursing and Therapy Services of Colorado, Inc.October 2012 - March 2014
Charles Schwab September 1999 - October 2012
Morgan Stanley Dean Witter 1997 - 1999
USA Badminton 1996 - 1997
Pharmatech Inc. 1995 - 1996
Big Piney High School 1993 - 1995
Pinedale Properties 1993 - 1995
Exxon USA 1989 - 1993
Big Piney School District 1986 - 1989
Skills
I'm a Certified..., I create financial..., I have excellent..., I believe strongly in..., Finance, Retirement Planning, Budgets, Strategic Planning, Insurance, Marketing, Financial Advisory, Policy, Strategic Financial..., Financial Analysis, Portfolio Management, CRM, Management
Education
College of Financial Planning 2009 — 2010
Certified Financial Planner (CFP)
Minot State University 1982 — 1986
Bachelor of Science (BS), Business Education
BAYADA Home Health Care Acting Administrator/CFONursing and Therapy Services of Colorado, Inc.October 2012 - March 2014
Charles Schwab September 1999 - October 2012
Morgan Stanley Dean Witter 1997 - 1999
USA Badminton 1996 - 1997
Pharmatech Inc. 1995 - 1996
Big Piney High School 1993 - 1995
Pinedale Properties 1993 - 1995
Exxon USA 1989 - 1993
Big Piney School District 1986 - 1989
Skills
I'm a Certified..., I create financial..., I have excellent..., I believe strongly in..., Finance, Retirement Planning, Budgets, Strategic Planning, Insurance, Marketing, Financial Advisory, Policy, Strategic Financial..., Financial Analysis, Portfolio Management, CRM, Management
Education
College of Financial Planning 2009 — 2010
Certified Financial Planner (CFP)
Minot State University 1982 — 1986
Bachelor of Science (BS), Business Education
David Koziol David Koziol's Morgan Stanley Dean Witter Experience February 1992 - September 1994
Job Application Developer at National Futures Association
Industry Computer Software
Experience
National Futures Association April 2013 - Present
Castle Rock Innovations May 2007 - April 2013
Chapman and Cutler LLP April 2001 - June 2006
Netdox September 1997 - September 1998
Morgan Stanley Dean Witter February 1992 - September 1994
Skills
C#, .NET, Software Development, Software Design, Information Technology, IT Strategy, Microsoft SQL Server, Business Intelligence, ASP.NET, LINQ, Perl, XML, Unix, C, SQL, R, C++, SAS, Requirements Analysis, VB.NET, Solaris, Web Applications, Software Development..., Databases, Data Mining, Software Project..., Oracle, Business Analysis, Visual Basic, Visual Studio, Linux, Testing, Python, T-SQL, OOP, Programming, Database Design, Java, Enterprise Architecture
Education
DePaul University
Master of Science (MS), Applied Mathematics
University of Illinois at Chicago
Bachelor of Science (B.S.), Computer Science
Illinois Institute of Technology
Certificate in Unix/C/C++ Programming
National Futures Association April 2013 - Present
Castle Rock Innovations May 2007 - April 2013
Chapman and Cutler LLP April 2001 - June 2006
Netdox September 1997 - September 1998
Morgan Stanley Dean Witter February 1992 - September 1994
Skills
C#, .NET, Software Development, Software Design, Information Technology, IT Strategy, Microsoft SQL Server, Business Intelligence, ASP.NET, LINQ, Perl, XML, Unix, C, SQL, R, C++, SAS, Requirements Analysis, VB.NET, Solaris, Web Applications, Software Development..., Databases, Data Mining, Software Project..., Oracle, Business Analysis, Visual Basic, Visual Studio, Linux, Testing, Python, T-SQL, OOP, Programming, Database Design, Java, Enterprise Architecture
Education
DePaul University
Master of Science (MS), Applied Mathematics
University of Illinois at Chicago
Bachelor of Science (B.S.), Computer Science
Illinois Institute of Technology
Certificate in Unix/C/C++ Programming
Dalton Pittman Dalton Pittman's Morgan Stanley Dean Witter Experience June 2000 - May 2001
Job Structural Analysis Engineer at Boeing Commercial Airplanes
Industry Aviation & Aerospace
Experience
Boeing Commercial Airplanes October 2011 - Present
Lockheed Martin Corporation April 2002 - February 2011
Atlanta Wadokai Aikido 2004 - 2010
Morgan Stanley Dean Witter June 2000 - May 2001
BAE Systems September 1997 - June 2000
Tybrin Corporation 1995 - 1997
Avica, Inc. 1995 - 1995
Garrett Engineers, Inc. 1994 - 1994
Cenex 1993 - 1993
A & J Manufacturing Company 1992 - 1992
Skills
Systems Engineering, Aerospace, Avionics, Engineering Management, Aircraft, Aviation, Catia, Fortran, Engineering, Stress Analysis, Propulsion, Earned Value Management, Trade Studies, Aircraft Design, Aerospace Engineering, Finite Element Analysis, Nastran, Helicopters, Configuration Management, Flight Test, Analysis, Program Management, Composites, Spacecraft, Requirements Management, MSC.Patran, DoD, Security Clearance, Aeronautics, Structural Analysis, MSC Patran, Aerodynamics, CATIA, FEMAP
Education
Film Industry Workshops, Inc. 1990 — 1991
Acting
Loyola Marymount University 1982 — 1990
M.S., Mechanical Engineering
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1985
M.B.A., Business Administration
University of Washington 1975 — 1979
Bachelor of Science, Mechanical Engineering
St. John the Baptist 1962 — 1971
Blanchet High School
Pro Actors Workshop
Boeing Commercial Airplanes October 2011 - Present
Lockheed Martin Corporation April 2002 - February 2011
Atlanta Wadokai Aikido 2004 - 2010
Morgan Stanley Dean Witter June 2000 - May 2001
BAE Systems September 1997 - June 2000
Tybrin Corporation 1995 - 1997
Avica, Inc. 1995 - 1995
Garrett Engineers, Inc. 1994 - 1994
Cenex 1993 - 1993
A & J Manufacturing Company 1992 - 1992
Skills
Systems Engineering, Aerospace, Avionics, Engineering Management, Aircraft, Aviation, Catia, Fortran, Engineering, Stress Analysis, Propulsion, Earned Value Management, Trade Studies, Aircraft Design, Aerospace Engineering, Finite Element Analysis, Nastran, Helicopters, Configuration Management, Flight Test, Analysis, Program Management, Composites, Spacecraft, Requirements Management, MSC.Patran, DoD, Security Clearance, Aeronautics, Structural Analysis, MSC Patran, Aerodynamics, CATIA, FEMAP
Education
Film Industry Workshops, Inc. 1990 — 1991
Acting
Loyola Marymount University 1982 — 1990
M.S., Mechanical Engineering
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1985
M.B.A., Business Administration
University of Washington 1975 — 1979
Bachelor of Science, Mechanical Engineering
St. John the Baptist 1962 — 1971
Blanchet High School
Pro Actors Workshop
Rob Cajolet Rob Cajolet's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Sales & Operations Leader | Strategic Alliances | Problem Solver | Change Agent | Team Builder | Intrapreneur
Industry Information Technology and Services
Experience
D+H 2014 - Present
Allstream 2010 - 2013
Dell 2005 - 2010
Dell 2004 - 2005
Camelot-Info, a division of Quebecor 1998 - 2002
Morgan Stanley Dean Witter 1997 - 1998
TD Bank 1995 - 1996
TD Bank 1994 - 1995
Marathon Brokerage, Sub. of First Marathon Securities 1993 - 1994
Skills
Management, Leadership, Business Development, Strategic Partnerships, B2B, Competitive Analysis, CRM, Telecommunications, Sales Management, Channel Partners, Strategic Planning, Team Leadership, Marketing Strategy, Channel, Direct Sales, New Business Development, Sales, Solution Selling, Professional Services, Partner Management, Contract Negotiation, Program Management, Marketing, Product Development, Wireless, Cloud Computing, Unified Communications, Product Marketing, Product Management, Salesforce.com, Project Management, Sales Operations, Account Management, Managed Services, E-commerce, Marketing Management, Sales Process, Change Management, Cross-functional Team..., SaaS, Go-to-market Strategy, Negotiation, Team Building, P&L Management, Online Marketing, Selling, Channel Management, Digital Marketing, Consultative Selling, People Management
Education
Ivey Business School at Western University 2002 — 2004
Master of Business Administration (M.B.A.), International Leadership, General Management
Harvard Business School 2000 — 2000
Key Executives Program, General Management
McGill University 2000 — 2000
Certificate in Project Management, Project Management
University of New Brunswick 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
D+H 2014 - Present
Allstream 2010 - 2013
Dell 2005 - 2010
Dell 2004 - 2005
Camelot-Info, a division of Quebecor 1998 - 2002
Morgan Stanley Dean Witter 1997 - 1998
TD Bank 1995 - 1996
TD Bank 1994 - 1995
Marathon Brokerage, Sub. of First Marathon Securities 1993 - 1994
Skills
Management, Leadership, Business Development, Strategic Partnerships, B2B, Competitive Analysis, CRM, Telecommunications, Sales Management, Channel Partners, Strategic Planning, Team Leadership, Marketing Strategy, Channel, Direct Sales, New Business Development, Sales, Solution Selling, Professional Services, Partner Management, Contract Negotiation, Program Management, Marketing, Product Development, Wireless, Cloud Computing, Unified Communications, Product Marketing, Product Management, Salesforce.com, Project Management, Sales Operations, Account Management, Managed Services, E-commerce, Marketing Management, Sales Process, Change Management, Cross-functional Team..., SaaS, Go-to-market Strategy, Negotiation, Team Building, P&L Management, Online Marketing, Selling, Channel Management, Digital Marketing, Consultative Selling, People Management
Education
Ivey Business School at Western University 2002 — 2004
Master of Business Administration (M.B.A.), International Leadership, General Management
Harvard Business School 2000 — 2000
Key Executives Program, General Management
McGill University 2000 — 2000
Certificate in Project Management, Project Management
University of New Brunswick 1988 — 1992
Bachelor's Degree, Business Administration and Management, General
Kristi Turchan Kristi Turchan's Morgan Stanley Dean Witter Experience October 1995 - June 1999
Job Voya Financial Advisers
Industry Financial Services
Experience
Voya Financial August 1999 - Present
Morgan Stanley Dean Witter October 1995 - June 1999
Education
Grand Valley State University 1988 — 1993
BBA, Finance
Voya Financial August 1999 - Present
Morgan Stanley Dean Witter October 1995 - June 1999
Education
Grand Valley State University 1988 — 1993
BBA, Finance
Joseph Rohan Joseph Rohan's Morgan Stanley Dean Witter Experience November 2002 - September 2008
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
Morgan Stanley Dean Witter November 2002 - September 2008
Skills
Series 7, Financial Planning, Retirement Planning, Financial Advisory, Wealth Management
Education
Nassau Community College 1976 — 1977
No, Business
Wells Fargo Advisors, LLC September 2008 - Present
Morgan Stanley Dean Witter November 2002 - September 2008
Skills
Series 7, Financial Planning, Retirement Planning, Financial Advisory, Wealth Management
Education
Nassau Community College 1976 — 1977
No, Business
Jonathan Reetz Jonathan Reetz's Morgan Stanley Dean Witter Experience December 2001 - April 2003
Job Human Resource Manager at WAC Lighting
Industry Human Resources
Experience
WAC Lighting January 2010 - Present
WAC Lighting July 2008 - December 2009
Randstad 2003 - 2008
Morgan Stanley Dean Witter December 2001 - April 2003
Pyramid September 1998 - December 2001
Skills
Human Resources, Applicant Tracking..., Account Management, Talent Management, Talent Acquisition, Customer Service, Onboarding, College Recruiting, Sales Management, New Business Development, Management, Employee Relations, Strategic Planning, Negotiation, Microsoft Office, Technical Recruiting, Forecasting, Sourcing, Recruiting, SAP, Payroll, Performance Management, Personnel Management
Education
Marist College 1999 — 1999
BS, Business Management
FDR
hillcrest elementry
WAC Lighting January 2010 - Present
WAC Lighting July 2008 - December 2009
Randstad 2003 - 2008
Morgan Stanley Dean Witter December 2001 - April 2003
Pyramid September 1998 - December 2001
Skills
Human Resources, Applicant Tracking..., Account Management, Talent Management, Talent Acquisition, Customer Service, Onboarding, College Recruiting, Sales Management, New Business Development, Management, Employee Relations, Strategic Planning, Negotiation, Microsoft Office, Technical Recruiting, Forecasting, Sourcing, Recruiting, SAP, Payroll, Performance Management, Personnel Management
Education
Marist College 1999 — 1999
BS, Business Management
FDR
hillcrest elementry
David Remington David Remington's Morgan Stanley Dean Witter Experience 1986 - 1996
Job Acting CFO at Next IT
Industry Financial Services
Experience
Next IT July 2013 - Present
Next IT December 2010 - Present
CAI International September 2010 - Present
MountainInvestors January 2009 - Present
WIN Partners 2007 - Present
Energy Northwest 2003 - Present
Mobius (science center non-profit) 2000 - June 2013
Itron, Inc. February 1996 - December 2004
Morgan Stanley Dean Witter 1986 - 1996
Skills
Change Management
Education
Harvard Business School 1969 — 1971
MBA, business
University of California, Berkeley 1965 — 1968
BSEE, Electrical Engineering
Next IT July 2013 - Present
Next IT December 2010 - Present
CAI International September 2010 - Present
MountainInvestors January 2009 - Present
WIN Partners 2007 - Present
Energy Northwest 2003 - Present
Mobius (science center non-profit) 2000 - June 2013
Itron, Inc. February 1996 - December 2004
Morgan Stanley Dean Witter 1986 - 1996
Skills
Change Management
Education
Harvard Business School 1969 — 1971
MBA, business
University of California, Berkeley 1965 — 1968
BSEE, Electrical Engineering
Christopher DeWolfe's Morgan Stanley Dean Witter Experience November 1995 - September 1999
Job Partner at The Investment Consulting Group
Industry Financial Services
Experience
The Investment Consulting Group September 1999 - Present
Morgan Stanley Dean Witter November 1995 - September 1999
Skills
Financial Markets, Finance, Investments, Tactical Asset..., Financial Analysis, Investment Portfolio, Retirement Planning, Management, Strategy, Asset Allocation, 401k Rollovers, Risk Management, Financial Advisory, Microsoft Excel, Technical Analysis, Executive Services, Analysis, Fixed Annuities, Entrepreneurship, Hyperion Enterprise, Estate Investment..., Tax Efficient Investing, Retirement Income..., Annuities, Relative Strength...
Education
Grand Valley State University 1993 — 1995
Bachelor's Degree, Finance
Northwestern Michigan College 1991 — 1993
Associate's Degree, Associate of Arts
The Investment Consulting Group September 1999 - Present
Morgan Stanley Dean Witter November 1995 - September 1999
Skills
Financial Markets, Finance, Investments, Tactical Asset..., Financial Analysis, Investment Portfolio, Retirement Planning, Management, Strategy, Asset Allocation, 401k Rollovers, Risk Management, Financial Advisory, Microsoft Excel, Technical Analysis, Executive Services, Analysis, Fixed Annuities, Entrepreneurship, Hyperion Enterprise, Estate Investment..., Tax Efficient Investing, Retirement Income..., Annuities, Relative Strength...
Education
Grand Valley State University 1993 — 1995
Bachelor's Degree, Finance
Northwestern Michigan College 1991 — 1993
Associate's Degree, Associate of Arts
Steven Demas's Morgan Stanley Dean Witter Experience November 2000 - April 2009
Job Archer Investment Corp
Industry Investment Management
Experience
Archer Investment corp April 2009 - Present
Morgan Stanley Dean Witter November 2000 - April 2009
Raffensperger Hughes 1994 - 2000
Skills
Investments, Portfolio Management, Equities, Securities, Retirement, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Marketing, Finance, Real Estate
Rolling Meadows
Archer Investment corp April 2009 - Present
Morgan Stanley Dean Witter November 2000 - April 2009
Raffensperger Hughes 1994 - 2000
Skills
Investments, Portfolio Management, Equities, Securities, Retirement, Investment Strategies
Education
Indiana University Bloomington 1985 — 1989
Marketing, Finance, Real Estate
Rolling Meadows
Margaret O'Kelley Margaret O'Kelley's Morgan Stanley Dean Witter Experience July 1995 - July 2003
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Catherine Eng Catherine Eng's Morgan Stanley Dean Witter Experience January 1999 - July 1999
Job Market Data & Content / Client OnBoarding / CRM (Technology), Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing LLC March 2000 - January 2015
Morgan Stanley Dean Witter January 1999 - July 1999
QBT LLC October 1996 - January 1999
Skills
Market Data, Business Analysis, Trading Systems, SDLC, SOA, Fixed Income, Disaster Recovery, Vendor Management, Contact Relationship..., Software Development..., Escalations Management, Software Project..., Unix, Requirements Gathering, Requirements Analysis, IT Strategy, Sybase, Enterprise Architecture
Education
New York University 2014 — 2016
Masters of Science (M.S.) - In Progress
New York University
Bachelor of Arts (B.A.)
Pershing, a BNY Mellon company January 2015 - Present
Pershing LLC March 2000 - January 2015
Morgan Stanley Dean Witter January 1999 - July 1999
QBT LLC October 1996 - January 1999
Skills
Market Data, Business Analysis, Trading Systems, SDLC, SOA, Fixed Income, Disaster Recovery, Vendor Management, Contact Relationship..., Software Development..., Escalations Management, Software Project..., Unix, Requirements Gathering, Requirements Analysis, IT Strategy, Sybase, Enterprise Architecture
Education
New York University 2014 — 2016
Masters of Science (M.S.) - In Progress
New York University
Bachelor of Arts (B.A.)
Christine Doty Christine Doty's Morgan Stanley Dean Witter Experience June 2001 - May 2002
Job Payroll/AP Manager at PDI, Inc.
Industry Accounting
Experience
PDI, Inc. April 2014 - Present
PDI, Inc. July 2009 - March 2014
Weil Gotshal and Manges May 2002 - May 2009
Morgan Stanley Dean Witter June 2001 - May 2002
UBS June 1998 - June 2001
Skills
Accounts Payable, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, Outlook, Lotus Notes, Account Reconciliation, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Spreadsheets, Analysis, Budgets, Management, Access, Tax, Accounting, Accounts Receivable, Auditing, HRIS, Business Analysis, Administrative..., Training, Performance Management, Financial Statements, Data Entry, ADP Payroll, Bank Reconciliation, Invoicing, Financial Reporting
Education
Marist College 2000 — 2004
Bachelors, Computer Informations Business Management
Orange County Community College 1993 — 1996
Associates, Liberal Arts
PDI, Inc. April 2014 - Present
PDI, Inc. July 2009 - March 2014
Weil Gotshal and Manges May 2002 - May 2009
Morgan Stanley Dean Witter June 2001 - May 2002
UBS June 1998 - June 2001
Skills
Accounts Payable, Microsoft Excel, General Ledger, Customer Service, Microsoft Word, Outlook, Lotus Notes, Account Reconciliation, Microsoft Office, PowerPoint, Sarbanes-Oxley Act, Spreadsheets, Analysis, Budgets, Management, Access, Tax, Accounting, Accounts Receivable, Auditing, HRIS, Business Analysis, Administrative..., Training, Performance Management, Financial Statements, Data Entry, ADP Payroll, Bank Reconciliation, Invoicing, Financial Reporting
Education
Marist College 2000 — 2004
Bachelors, Computer Informations Business Management
Orange County Community College 1993 — 1996
Associates, Liberal Arts
Carol Bruno Carol Bruno's Morgan Stanley Dean Witter Experience 2004 - 2008
Job PBL RN at UTMB School of Nursing
Industry Hospital & Health Care
Experience
Davita Dialysis October 2014 - Present
UTMB School of Nursing June 2014 - Present
Dialysis June 2008 - June 2014
Morgan Stanley Dean Witter 2004 - 2008
Morgan Stanley 1996 - 1999
Skills
Nursing, Public Speaking, EMR, HIPAA, Healthcare Management, Medical/Surgical, Dialysis, Healthcare, Clinical Research, ACLS, Hospitals, Healthcare Information..., Managed Care
Education
The University of Texas Medical Branch at Galveston 1974 — 1976
BSN, Nursing
Walden University
Master’s Degree, Nursing Education
Lamar University
Nursing pre-requisites
Davita Dialysis October 2014 - Present
UTMB School of Nursing June 2014 - Present
Dialysis June 2008 - June 2014
Morgan Stanley Dean Witter 2004 - 2008
Morgan Stanley 1996 - 1999
Skills
Nursing, Public Speaking, EMR, HIPAA, Healthcare Management, Medical/Surgical, Dialysis, Healthcare, Clinical Research, ACLS, Hospitals, Healthcare Information..., Managed Care
Education
The University of Texas Medical Branch at Galveston 1974 — 1976
BSN, Nursing
Walden University
Master’s Degree, Nursing Education
Lamar University
Nursing pre-requisites
Colleen Moscone Colleen Moscone's Morgan Stanley Dean Witter Experience January 1993 - December 1999
Job Owner and Designer at In : Detail
Industry Design
Experience
In-Detail Interiors January 2003 - Present
Statements by Design January 1999 - December 2003
Morgan Stanley-Dean Witter January 1993 - December 1999
Skills
Home Improvement, Blinds, Furniture, Space-planning, Interior Design, Furnishings, Finish, Renovation, Bathrooms, Space planning, Floor Plans, Space Planning, Design Research, Sketching, Interior Architecture, Residential Design
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Interior Design
In-Detail Interiors January 2003 - Present
Statements by Design January 1999 - December 2003
Morgan Stanley-Dean Witter January 1993 - December 1999
Skills
Home Improvement, Blinds, Furniture, Space-planning, Interior Design, Furnishings, Finish, Renovation, Bathrooms, Space planning, Floor Plans, Space Planning, Design Research, Sketching, Interior Architecture, Residential Design
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Interior Design
Christopher Selke Christopher Selke's Morgan Stanley Dean Witter Experience June 2002 - March 2003
Job Morgan Stanley
Industry Financial Services
Experience
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
MorganStanley SmithBarney LLC October 2009 - Present
UBS Financial Services March 2003 - October 2009
Morgan Stanley Dean Witter June 2002 - March 2003
Skills
Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Equities, Securities, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, Investments, Strategic Financial..., Series 63, Trading, Series 65, Investment Strategies, ETFs, Wealth Management..., Financial Analysis, Wealth, 401k Rollovers, Fixed Annuities, 401k, FINRA, Bonds, IRAs, Retirement, Hedge Funds, Fixed Income, Estate Planning, High Net Worth..., Portfolio Management, Asset Management, Variable Annuities, Financial Markets, Wealth Accumulation, Stocks, Life Insurance, Capital Markets, Financial Services, Mortgage Lending, Separately Managed..., Municipal Bonds, Bloomberg, 529 Plans, Options, Financial Planners, Investment Management, Saving for Education, Alternative Investments
Education
Johnson and Wales University 1999 — 2002
Bachelor of Science (BS), Financial Services Management
Victoria Ortiz Kleinschmidt's Morgan Stanley Dean Witter Experience 1999 - 2002
Job Global Capital Markets
Industry Capital Markets
Experience
Nassau Community College Foundation January 2008 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2006 - 2012
Morgan Stanley 2002 - 2006
Morgan Stanley Dean Witter 1999 - 2002
Skills
Capital Markets, Fixed Income, Bonds, Securities, Trading, Equities, Risk Management, Derivatives, Series 7, Alternative Investments, Series 63, Bloomberg, Management, Portfolio Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
Masters, Business Administration
SUNY Stony Brook 1997 — 1999
Bachelor of Arts, Social Sciences
Nassau Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Nassau Community College Foundation January 2008 - Present
Morgan Stanley 2012 - 2015
Morgan Stanley 2006 - 2012
Morgan Stanley 2002 - 2006
Morgan Stanley Dean Witter 1999 - 2002
Skills
Capital Markets, Fixed Income, Bonds, Securities, Trading, Equities, Risk Management, Derivatives, Series 7, Alternative Investments, Series 63, Bloomberg, Management, Portfolio Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
Masters, Business Administration
SUNY Stony Brook 1997 — 1999
Bachelor of Arts, Social Sciences
Nassau Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Scott Ermisch Scott Ermisch's Morgan Stanley Dean Witter Experience January 1996 - May 1998
Job Director U.S. Basic Cable Sales at NBCUniversal
Industry Entertainment
Experience
NBCUniversal, Inc. November 2014 - Present
MGM April 2013 - November 2014
Metro-Goldwyn-Mayer Studios Inc. August 2006 - January 2014
Metro-Goldwyn-Mayer Studios Inc. September 2005 - August 2006
Deutsche Bank April 2001 - September 2005
Deutsche Bank November 1999 - April 2001
JP Morgan May 1998 - November 1999
Morgan Stanley Dean Witter January 1996 - May 1998
Skills
Television, Digital Media, New Media, Social Media, Broadcast, Strategic Partnerships, Digital Strategy, Content Strategy, Entertainment, Video, Film, Film Production, Social Networking, Licensing, Media Relations, Media, Digital Distribution
Education
Iona College
Bachelor's Degree, Business Administration
Trinity College Dublin
International Business
NBCUniversal, Inc. November 2014 - Present
MGM April 2013 - November 2014
Metro-Goldwyn-Mayer Studios Inc. August 2006 - January 2014
Metro-Goldwyn-Mayer Studios Inc. September 2005 - August 2006
Deutsche Bank April 2001 - September 2005
Deutsche Bank November 1999 - April 2001
JP Morgan May 1998 - November 1999
Morgan Stanley Dean Witter January 1996 - May 1998
Skills
Television, Digital Media, New Media, Social Media, Broadcast, Strategic Partnerships, Digital Strategy, Content Strategy, Entertainment, Video, Film, Film Production, Social Networking, Licensing, Media Relations, Media, Digital Distribution
Education
Iona College
Bachelor's Degree, Business Administration
Trinity College Dublin
International Business
Chingis Selvin Chingis Selvin's Morgan Stanley Dean Witter Experience October 1997 - September 1998
Job Live Free Tax Free
Industry Financial Services
Experience
Vanguard Consulting Financial AdvisorVanguard ConsultingApril 2012 - Present
New York Life Insurance Company October 2009 - March 2011
AMP Design Corp March 2001 - September 2009
Cargill Investor Services May 1999 - January 2003
Morgan Stanley Dean Witter October 1997 - September 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Marketing Strategy, New Business Development, Residential Homes, Investment Properties, Public Relations, Social Media, Property Management, Investments, Real Estate Development, Selling, Marketing, Account Management, Customer Service, Strategy, Business Planning, Project Management, Entrepreneurship, CRM, Strategic Financial..., Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning
Education
Moscow State University 1986 — 1990
BA, English Language and English Literature
Vanguard Consulting Financial AdvisorVanguard ConsultingApril 2012 - Present
New York Life Insurance Company October 2009 - March 2011
AMP Design Corp March 2001 - September 2009
Cargill Investor Services May 1999 - January 2003
Morgan Stanley Dean Witter October 1997 - September 1998
Skills
Real Estate, Negotiation, Contract Negotiation, Marketing Strategy, New Business Development, Residential Homes, Investment Properties, Public Relations, Social Media, Property Management, Investments, Real Estate Development, Selling, Marketing, Account Management, Customer Service, Strategy, Business Planning, Project Management, Entrepreneurship, CRM, Strategic Financial..., Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning
Education
Moscow State University 1986 — 1990
BA, English Language and English Literature
Christina Buckingham Christina Buckingham's Morgan Stanley Dean Witter Experience 1982 - 1988
Job Executive Assistant to President & CEO at Borsheims & JA Certified Senior Sales Professional
Industry Retail
Experience
Borsheims June 2011 - Present
Executive Women International Omaha Chapter February 2015 - June 2015
Borsheims 2004 - June 2011
Jewelry by Christina 2002 - 2004
America First Companies, LLC 1993 - 2000
America First Companies, LLC 1990 - 1993
America First Companies, LLC 1988 - 1991
Morgan Stanley Dean Witter 1982 - 1988
Skills
Budgets, Customer Service, Sales, Microsoft Excel, Jewelry, Accounts Payable, Negotiation, Accounts Receivable, Marketing, Watches, Project Management, Luxury, Invoicing, PowerPoint, Retail, Accounting, Microsoft Word, Merchandising, CRM, Event Management, Event Planning, Fashion, Inventory Management
Education
Patricia Stevens College 1979 — 1980
Certificate
Borsheims
Metropolitan Community College
Padgett Thompson
Rockhurst College
University of Nebaska Omaha
Borsheims June 2011 - Present
Executive Women International Omaha Chapter February 2015 - June 2015
Borsheims 2004 - June 2011
Jewelry by Christina 2002 - 2004
America First Companies, LLC 1993 - 2000
America First Companies, LLC 1990 - 1993
America First Companies, LLC 1988 - 1991
Morgan Stanley Dean Witter 1982 - 1988
Skills
Budgets, Customer Service, Sales, Microsoft Excel, Jewelry, Accounts Payable, Negotiation, Accounts Receivable, Marketing, Watches, Project Management, Luxury, Invoicing, PowerPoint, Retail, Accounting, Microsoft Word, Merchandising, CRM, Event Management, Event Planning, Fashion, Inventory Management
Education
Patricia Stevens College 1979 — 1980
Certificate
Borsheims
Metropolitan Community College
Padgett Thompson
Rockhurst College
University of Nebaska Omaha
Brandon Hinkle Brandon Hinkle's Morgan Stanley Dean Witter Experience 1997 - 1997
Job Vice President at Kovitz Private Holdings, LLC
Industry Financial Services
Experience
Kovitz Private Holdings, LLC October 2013 - Present
Intuit February 2013 - September 2013
plura Financial Solutions April 2010 - February 2013
Chicagoland Beverage Company August 2010 - January 2013
GE Antares Capital January 2008 - April 2010
Merrill Lynch Capital 2005 - 2008
Merrill Lynch May 2001 - 2005
Morgan Stanley Dean Witter 1997 - 1997
Standard Federal Bank 1996 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Valuation, Cash Flow Forecasting, Financial Reporting, SBA, Cash Flow, Due Diligence, Capital Markets, Distributors, Private Equity, Financial Services, Commercial Lending, M&A due diligence, SBA 504, Distressed M&A, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing and Entrepreneurship
Michigan State University 1997 — 2001
BA, Finance
Kovitz Private Holdings, LLC October 2013 - Present
Intuit February 2013 - September 2013
plura Financial Solutions April 2010 - February 2013
Chicagoland Beverage Company August 2010 - January 2013
GE Antares Capital January 2008 - April 2010
Merrill Lynch Capital 2005 - 2008
Merrill Lynch May 2001 - 2005
Morgan Stanley Dean Witter 1997 - 1997
Standard Federal Bank 1996 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Valuation, Cash Flow Forecasting, Financial Reporting, SBA, Cash Flow, Due Diligence, Capital Markets, Distributors, Private Equity, Financial Services, Commercial Lending, M&A due diligence, SBA 504, Distressed M&A, Distressed Debt
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Marketing and Entrepreneurship
Michigan State University 1997 — 2001
BA, Finance
Stephen Smerklo Stephen Smerklo's Morgan Stanley Dean Witter Experience May 2001 - January 2003
Job Sales Associate Metals USA
Industry Building Materials
Experience
Metals USA March 2014 - Present
Certified Steel Company July 2007 - February 2014
American List Consel February 2003 - July 2003
Morgan Stanley Dean Witter May 2001 - January 2003
Skills
Steel, Negotiation, Customer Relations, Materials, New Business Development, Customer Service, Problem Solving, Excel, Word, International Trade, Account Management, International Business, Cold Calling, International Sales, Contract Negotiation, Sales, Microsoft Word, Microsoft Excel, Sales Management, Strategic Planning, Logistics, Supply Chain, Pricing, Sales Operations, Business Planning, Key Account Management, Forecasting, Supply Chain Management, Inventory Management, Procurement, Business Development, B2B, Operations Management, Business Strategy, Product Development, Team Building, Sales Process, Selling, Direct Sales, Management, Purchasing, Budgets, Marketing Strategy, Competitive Analysis, CRM, Salesforce.com, Leadership, Start-ups, Sourcing, Lead Generation
Education
Mercer County Community College
associates, business administration
Rider University
Metals USA March 2014 - Present
Certified Steel Company July 2007 - February 2014
American List Consel February 2003 - July 2003
Morgan Stanley Dean Witter May 2001 - January 2003
Skills
Steel, Negotiation, Customer Relations, Materials, New Business Development, Customer Service, Problem Solving, Excel, Word, International Trade, Account Management, International Business, Cold Calling, International Sales, Contract Negotiation, Sales, Microsoft Word, Microsoft Excel, Sales Management, Strategic Planning, Logistics, Supply Chain, Pricing, Sales Operations, Business Planning, Key Account Management, Forecasting, Supply Chain Management, Inventory Management, Procurement, Business Development, B2B, Operations Management, Business Strategy, Product Development, Team Building, Sales Process, Selling, Direct Sales, Management, Purchasing, Budgets, Marketing Strategy, Competitive Analysis, CRM, Salesforce.com, Leadership, Start-ups, Sourcing, Lead Generation
Education
Mercer County Community College
associates, business administration
Rider University
Jean Holliday's Morgan Stanley Dean Witter Experience April 1993 - January 2002
Job Tax Professional
Industry Media Production
Experience
H&R Block December 2014 - Present
SendOutCards September 2014 - Present
Professional Women's Network Central Louisiana September 2011 - Present
Artison Productions, LLC January 2002 - Present
Best Western Alexandria, La - Inn, Suites & Convention Center January 2014 - April 2014
Sutherland Global Services November 2012 - January 2014
City Park Players December 2007 - October 2012
Central Louisiana Community Theatre d/b/a City Park Players December 2007 - October 2012
Morgan Stanley Dean Witter April 1993 - January 2002
Louisiana Superdome October 1991 - April 1993
Skills
Nonprofits, Event Planning, Public Speaking, Grant Writing, Event Management, Sales, Operations Management, Advertising, Public Relations, Social Media, Press Releases, Newsletters, Community Development, Photography, Microsoft Office, Theatre, Leadership, Volunteer Management, Tax Preparation, Tax Advisory
Education
Louisiana State University-Alexandria 2005 — 2007
Communication and Media Studies
University of New Orleans 1980 — 1981
Communication and Media Studies
H&R Block December 2014 - Present
SendOutCards September 2014 - Present
Professional Women's Network Central Louisiana September 2011 - Present
Artison Productions, LLC January 2002 - Present
Best Western Alexandria, La - Inn, Suites & Convention Center January 2014 - April 2014
Sutherland Global Services November 2012 - January 2014
City Park Players December 2007 - October 2012
Central Louisiana Community Theatre d/b/a City Park Players December 2007 - October 2012
Morgan Stanley Dean Witter April 1993 - January 2002
Louisiana Superdome October 1991 - April 1993
Skills
Nonprofits, Event Planning, Public Speaking, Grant Writing, Event Management, Sales, Operations Management, Advertising, Public Relations, Social Media, Press Releases, Newsletters, Community Development, Photography, Microsoft Office, Theatre, Leadership, Volunteer Management, Tax Preparation, Tax Advisory
Education
Louisiana State University-Alexandria 2005 — 2007
Communication and Media Studies
University of New Orleans 1980 — 1981
Communication and Media Studies
Desi F Gomes Desi F Gomes's Morgan Stanley Dean Witter Experience 1997 - 2007
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial February 2007 - Present
Providence Health & Services 2006 - 2012
Morgan Stanley Dean Witter 1997 - 2007
Pima Medical Institute August 2000 - August 2002
Foggy Bottom Apothecary, Inc. March 1984 - May 1996
United States Army December 1970 - September 1972
Education
Howard University 1975 — 1977
BS Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1972 — 1973
Relocated after Freshman year and completed BS in Pharmacy at Howard University in Washington, DC, Pharmacy, Pharmaceutical Sciences, and Administration
Ameriprise Financial February 2007 - Present
Providence Health & Services 2006 - 2012
Morgan Stanley Dean Witter 1997 - 2007
Pima Medical Institute August 2000 - August 2002
Foggy Bottom Apothecary, Inc. March 1984 - May 1996
United States Army December 1970 - September 1972
Education
Howard University 1975 — 1977
BS Pharmacy
Massachusetts College of Pharmacy and Health Sciences 1972 — 1973
Relocated after Freshman year and completed BS in Pharmacy at Howard University in Washington, DC, Pharmacy, Pharmaceutical Sciences, and Administration
Michelle Taylon Lowery Michelle Taylon Lowery's Morgan Stanley Dean Witter Experience October 2002 - August 2003
Job Partner at McDermott Will & Emery
Industry Law Practice
Experience
McDermott Will & Emery January 2015 - Present
McDermott Will & Emery July 2012 - December 2014
K&L Gates September 2007 - July 2012
Bell, Boyd & Lloyd September 2007 - March 2009
Elgin Sweeper March 2004 - August 2004
Morgan Stanley Dean Witter October 2002 - August 2003
Skills
Competition Law, Class Actions, Litigation, Legal Writing, Commercial Litigation, Corporate Governance, Employment Law, Legal Research, Civil Litigation, Arbitration, Mediation, Appeals, Licensing, Legal Compliance, Trials, Internal Investigations, Joint Ventures, Dispute Resolution, Alternative Dispute..., Unfair Competition, Trade Secrets, Litigation Management, Trademarks, Legal Advice, Courts, Securities Litigation, Legal Assistance, Bankruptcy, International Law, Intellectual Property, Corporate Law, Securities Regulation, International..., Westlaw, Patent Litigation, Litigation Support, Privacy Law, Product Liability, Dispute, Patents
Education
Loyola University Chicago School of Law 2004 — 2007
JD, International Law
Loyola University Chicago 2000 — 2004
BBA, Majors: International Business, Marketing, Operations Management; Minor: French
Université de Provence (Aix-Marseille I) 2001 — 2001
French
Bellevue West Highschool 1996 — 2000
McDermott Will & Emery January 2015 - Present
McDermott Will & Emery July 2012 - December 2014
K&L Gates September 2007 - July 2012
Bell, Boyd & Lloyd September 2007 - March 2009
Elgin Sweeper March 2004 - August 2004
Morgan Stanley Dean Witter October 2002 - August 2003
Skills
Competition Law, Class Actions, Litigation, Legal Writing, Commercial Litigation, Corporate Governance, Employment Law, Legal Research, Civil Litigation, Arbitration, Mediation, Appeals, Licensing, Legal Compliance, Trials, Internal Investigations, Joint Ventures, Dispute Resolution, Alternative Dispute..., Unfair Competition, Trade Secrets, Litigation Management, Trademarks, Legal Advice, Courts, Securities Litigation, Legal Assistance, Bankruptcy, International Law, Intellectual Property, Corporate Law, Securities Regulation, International..., Westlaw, Patent Litigation, Litigation Support, Privacy Law, Product Liability, Dispute, Patents
Education
Loyola University Chicago School of Law 2004 — 2007
JD, International Law
Loyola University Chicago 2000 — 2004
BBA, Majors: International Business, Marketing, Operations Management; Minor: French
Université de Provence (Aix-Marseille I) 2001 — 2001
French
Bellevue West Highschool 1996 — 2000
Gregory Latini, CFP® Gregory Latini, CFP®'s Morgan Stanley Dean Witter Experience February 2000 - May 2001
Job Financial Services Representative at Charlotte Metro Credit Union
Industry Investment Management
Experience
Charlotte Metro Credit Union June 2013 - Present
Waddell & Reed March 2011 - May 2013
National Financial Services Group January 2008 - March 2011
Morgan Stanley Dean Witter February 2000 - May 2001
Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling
Education
Queens University of Charlotte 2011 — 2013
CFP, Financial Planning
Hofstra University 1997 — 1999
BBA, Banking and Finance
Nassau Community College 1995 — 1997
Assoicates Degree, Liberal Arts
Charlotte Metro Credit Union June 2013 - Present
Waddell & Reed March 2011 - May 2013
National Financial Services Group January 2008 - March 2011
Morgan Stanley Dean Witter February 2000 - May 2001
Skills
Life Insurance, Disability Insurance, Pensions, Wealth Management, Retirement, Long-term Care, Mutual Funds, Series 7, Securities, Mortgage Lending, Wealth, Asset Management, Financial Analysis, Portfolio Management, Banking, Term Life Insurance, Microsoft Office, Retirement Planning, Strategic Financial..., Investments, Insurance, Financial Advisory, Wealth Accumulation, Financial Services, Long Term Care Insurance, Fixed Annuities, 401k, Financial Planners, Estate Planning, Series 63, IRAs, Financial Goals, Investment Advisory, Asset Allocation, Risk Management, Investment Strategies, 401k Rollovers, Uniform Combined State..., Alternative Investments, College Savings Plans, Wealth Management..., Variable Annuities, Roth IRA, Bonds, Investment Management, Savings, ETFs, Personal Financial..., High Net Worth..., Financial Modeling
Education
Queens University of Charlotte 2011 — 2013
CFP, Financial Planning
Hofstra University 1997 — 1999
BBA, Banking and Finance
Nassau Community College 1995 — 1997
Assoicates Degree, Liberal Arts
Ne'Chrystie Green Ne'Chrystie Green's Morgan Stanley Dean Witter Experience 2000 - 2001
Job Business Development Manager at Grayson Financial Services
Industry Management Consulting
Experience
Grayson Financial Services February 2014 - Present
Experis (formerly Jefferson Wells) 2004 - May 2013
TIAA-CREF 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2001
IBM 1999 - 2000
TIAA-CREF 1990 - 1999
Skills
Visio, Analysis, Management, Team Building, Salesforce.com, Project Management, PowerPoint, Human Resources, MS Project, Microsoft Excel, Budgets, Databases, Project Planning, Business Development, Microsoft Office, Advertising, Events Coordination
Education
Morgan State University 1984 — 1988
Image Inc.
Westlake Internet Training
Grayson Financial Services February 2014 - Present
Experis (formerly Jefferson Wells) 2004 - May 2013
TIAA-CREF 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2001
IBM 1999 - 2000
TIAA-CREF 1990 - 1999
Skills
Visio, Analysis, Management, Team Building, Salesforce.com, Project Management, PowerPoint, Human Resources, MS Project, Microsoft Excel, Budgets, Databases, Project Planning, Business Development, Microsoft Office, Advertising, Events Coordination
Education
Morgan State University 1984 — 1988
Image Inc.
Westlake Internet Training
Jason Gregory Jason Gregory's Morgan Stanley Dean Witter Experience January 1998 - January 2002
Job Director of Sales
Industry Insurance
Experience
GoHealth June 2012 - Present
Rockstar Funds September 2010 - Present
Fintegra Financial April 2010 - September 2010
Ameriprise Financial August 2008 - April 2010
LPL December 2004 - August 2008
UBS Wealth Management February 2002 - December 2004
Morgan Stanley Dean Witter January 1998 - January 2002
Skills
Account Management, Strategic Planning, Start-ups, Management, Business Planning, Marketing Strategy, Sales Operations, Sales, Forecasting, Direct Marketing, Investments, Selling, Insurance, Customer Service, Cold Calling, Customer Retention, P&L Management, Finance, Leadership, New Business Development, Direct Sales, CRM, Marketing, Sales Process, Sales Management, Business Development, Salesforce.com, Team Building, Strategy, Coaching, Public Speaking, B2B, Training, Sales Presentations, Recruiting, Contract Negotiation, Team Leadership, Microsoft Office
Education
Judson University
BA, Education
GoHealth June 2012 - Present
Rockstar Funds September 2010 - Present
Fintegra Financial April 2010 - September 2010
Ameriprise Financial August 2008 - April 2010
LPL December 2004 - August 2008
UBS Wealth Management February 2002 - December 2004
Morgan Stanley Dean Witter January 1998 - January 2002
Skills
Account Management, Strategic Planning, Start-ups, Management, Business Planning, Marketing Strategy, Sales Operations, Sales, Forecasting, Direct Marketing, Investments, Selling, Insurance, Customer Service, Cold Calling, Customer Retention, P&L Management, Finance, Leadership, New Business Development, Direct Sales, CRM, Marketing, Sales Process, Sales Management, Business Development, Salesforce.com, Team Building, Strategy, Coaching, Public Speaking, B2B, Training, Sales Presentations, Recruiting, Contract Negotiation, Team Leadership, Microsoft Office
Education
Judson University
BA, Education
Chris Karkota's Morgan Stanley Dean Witter Experience 1999 - 2002
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
Chris Sabin Chris Sabin's Morgan Stanley Dean Witter Experience January 2005 - May 2005
Job Sr. Financial Analyst at CareFusion
Industry Medical Devices
Experience
CareFusion July 2009 - Present
Cardinal Health August 2007 - July 2009
Kings Island May 2002 - September 2006
H&R Block January 2006 - April 2006
Morgan Stanley Dean Witter January 2005 - May 2005
Education
Miami University 2005 — 2007
Bachelors, Finance
Thomas More College 2003 — 2005
Bachelors, Finance
CareFusion July 2009 - Present
Cardinal Health August 2007 - July 2009
Kings Island May 2002 - September 2006
H&R Block January 2006 - April 2006
Morgan Stanley Dean Witter January 2005 - May 2005
Education
Miami University 2005 — 2007
Bachelors, Finance
Thomas More College 2003 — 2005
Bachelors, Finance
Patrick McCaffrey, MBA Patrick McCaffrey, MBA's Morgan Stanley Dean Witter Experience September 2003 - May 2004
Job Executive Sales Representative at CBL Path
Industry Hospital & Health Care
Experience
CBLPath July 2014 - Present
W Services Group, LLC. August 2013 - Present
Purdue Pharma October 2010 - September 2013
Takeda Pharmaceuticals January 2006 - October 2010
Daiichi Sankyo December 2004 - January 2006
PDI, Inc. May 2004 - December 2004
Morgan Stanley Dean Witter September 2003 - May 2004
Skills
Cardiology, Endocrinology, Managed Care, Pharmaceutical Sales, Sales, Diabetes, Product Launch, Sales Operations, Hospitals, Urology, Leadership, Management, Hospital Sales, Marketing, Procurement, Facilities Management, Retail, Preventive Maintenance, Maintenance Management, Building Maintenance
Education
Hofstra University 2008 — 2010
EMBA, EMBA
Providence College 1999 — 2003
BA, Management
Garden City High School 1995 — 1999
Garden City High School 1995 — 1999
CBLPath July 2014 - Present
W Services Group, LLC. August 2013 - Present
Purdue Pharma October 2010 - September 2013
Takeda Pharmaceuticals January 2006 - October 2010
Daiichi Sankyo December 2004 - January 2006
PDI, Inc. May 2004 - December 2004
Morgan Stanley Dean Witter September 2003 - May 2004
Skills
Cardiology, Endocrinology, Managed Care, Pharmaceutical Sales, Sales, Diabetes, Product Launch, Sales Operations, Hospitals, Urology, Leadership, Management, Hospital Sales, Marketing, Procurement, Facilities Management, Retail, Preventive Maintenance, Maintenance Management, Building Maintenance
Education
Hofstra University 2008 — 2010
EMBA, EMBA
Providence College 1999 — 2003
BA, Management
Garden City High School 1995 — 1999
Garden City High School 1995 — 1999
Jeff Dunn Jeff Dunn's Morgan Stanley Dean Witter Experience January 1988 - February 2004
Job Divisional Vice President SunAmerica Retirement Solutions
Industry Financial Services
Experience
AIG Retirement Services February 2008 - Present
Sunlife Financial February 2007 - February 2008
Prudential Financial February 2004 - February 2008
Morgan Stanley Dean Witter January 1988 - February 2004
Skills
Fixed Annuities, Investments, Retirement, Retirement Planning, Sales, Financial Services, Finance, Variable Annuities, Marketing, Series 7, Series 63, Series 6, Securities, Insurance, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Sales Operations, Sales Presentations, Strategy
Education
Hennepin Technical College
Marketing, 1979 Graduate with emphasis in Sales and Marketing
AIG Retirement Services February 2008 - Present
Sunlife Financial February 2007 - February 2008
Prudential Financial February 2004 - February 2008
Morgan Stanley Dean Witter January 1988 - February 2004
Skills
Fixed Annuities, Investments, Retirement, Retirement Planning, Sales, Financial Services, Finance, Variable Annuities, Marketing, Series 7, Series 63, Series 6, Securities, Insurance, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Sales Operations, Sales Presentations, Strategy
Education
Hennepin Technical College
Marketing, 1979 Graduate with emphasis in Sales and Marketing
Evangelia Bertos Evangelia Bertos's Morgan Stanley Dean Witter Experience 1996 - 2002
Job Financial Advisor at National Life Group
Industry Financial Services
Experience
National Life Group Registered Director's AssistantMerrill Lynch2002 - 2009
Morgan Stanley Dean Witter 1996 - 2002
Morgan Stanley Dean Witter 1996 - 2002
Education
Middlesex County College 1991 — 1996
Associates, Applied Sciences - Paralegal
National Life Group Registered Director's AssistantMerrill Lynch2002 - 2009
Morgan Stanley Dean Witter 1996 - 2002
Morgan Stanley Dean Witter 1996 - 2002
Education
Middlesex County College 1991 — 1996
Associates, Applied Sciences - Paralegal
Abraham Hernandez Abraham Hernandez's Morgan Stanley Dean Witter Experience January 2000 - February 2002
Job Life Coach at Healthy Journey Now
Industry Health, Wellness and Fitness
Experience
Healthy Journey Now January 2015 - Present
Healthy Journey Now 2010 - Present
Crown Exhibits 2009 - 2010
Bank of America 2005 - 2009
Morgan Stanley Dean Witter January 2000 - February 2002
Sendec 1985 - 1992
Skills
Sales, Leadership, Time Management, Strategic Planning, Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Management, Financial Analysis, Insurance, Retirement Planning, Operations Management, Entrepreneurship, Customer Satisfaction, Process Improvement, Organizational..., Nonprofits, Employee Relations, Community Outreach, Program Management, Public Relations, Fundraising, Healthy Lifestyle, Healthy Eating, Healthy Communities, Weight Management, Weight Loss Coaching
Education
Hobart and William Smith Colleges 1970 — 1974
Bachelor of Science (BS)
Healthy Journey Now January 2015 - Present
Healthy Journey Now 2010 - Present
Crown Exhibits 2009 - 2010
Bank of America 2005 - 2009
Morgan Stanley Dean Witter January 2000 - February 2002
Sendec 1985 - 1992
Skills
Sales, Leadership, Time Management, Strategic Planning, Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Management, Financial Analysis, Insurance, Retirement Planning, Operations Management, Entrepreneurship, Customer Satisfaction, Process Improvement, Organizational..., Nonprofits, Employee Relations, Community Outreach, Program Management, Public Relations, Fundraising, Healthy Lifestyle, Healthy Eating, Healthy Communities, Weight Management, Weight Loss Coaching
Education
Hobart and William Smith Colleges 1970 — 1974
Bachelor of Science (BS)
Eve B Rose, ABC, CIMA®'s Morgan Stanley Dean Witter Experience November 1993 - March 1997
Job Writer, specializing in financial services
Industry Writing and Editing
Experience
Rose Communications, Inc. March 1997 - Present
Morgan Stanley Dean Witter November 1993 - March 1997
Shearson Lehman Brothers November 1992 - November 1993
Skills
Writing, White Papers, Newsletters, Brochures, Investments, Shareholder..., Articles, Website Copy, Marketing Communications, Media Relations, Internal Communications, Publications, Strategic Communications, Marketing Copy, Feature Articles, Shareholder, Content Development, Editing, Mutual Funds, Marketing, Marketing Strategy, Copywriting, Editorial, Web Content, Magazines, Ghostwriting, Corporate Communications
Education
Indiana University Bloomington 1977 — 1980
MA, Journalism, Film Studies
University of Alberta 1973 — 1977
BA, English, History, Political Science
Rose Communications, Inc. March 1997 - Present
Morgan Stanley Dean Witter November 1993 - March 1997
Shearson Lehman Brothers November 1992 - November 1993
Skills
Writing, White Papers, Newsletters, Brochures, Investments, Shareholder..., Articles, Website Copy, Marketing Communications, Media Relations, Internal Communications, Publications, Strategic Communications, Marketing Copy, Feature Articles, Shareholder, Content Development, Editing, Mutual Funds, Marketing, Marketing Strategy, Copywriting, Editorial, Web Content, Magazines, Ghostwriting, Corporate Communications
Education
Indiana University Bloomington 1977 — 1980
MA, Journalism, Film Studies
University of Alberta 1973 — 1977
BA, English, History, Political Science
Mary Beth Smith's Morgan Stanley Dean Witter Experience 1993 - 1997
Job
Industry Human Resources
Experience
Career Education Corporation 2009 - Present
W. W. Grainger, Inc. 2002 - 2007
Motorola 1999 - 2002
Motorola 1997 - 2002
Motorola 1997 - 1999
Morgan Stanley - Dean Witter 1993 - 1997
Skills
Talent Assessment, Succession Planning, Talent Management, Organizational..., Leadership Development, Learning & Development, Talent Selection, Organizational Design, Psychometrics, Employee Engagement, Survey Design, Human Capital Strategy, Culture Transformation, Change Management, Cultural Transformation, Human Capital, Leadership, Organizational..., Human Resources, 360 Feedback, Executive Coaching, Career Development, Onboarding, Culture Change, Job Analysis, Deferred Compensation
Education
Illinois Institute of Technology
Ph.D., Industrial/Organizational Psychology
Illinois Institute of Technology
MS, Industrial/Organizational Psychology
Career Education Corporation 2009 - Present
W. W. Grainger, Inc. 2002 - 2007
Motorola 1999 - 2002
Motorola 1997 - 2002
Motorola 1997 - 1999
Morgan Stanley - Dean Witter 1993 - 1997
Skills
Talent Assessment, Succession Planning, Talent Management, Organizational..., Leadership Development, Learning & Development, Talent Selection, Organizational Design, Psychometrics, Employee Engagement, Survey Design, Human Capital Strategy, Culture Transformation, Change Management, Cultural Transformation, Human Capital, Leadership, Organizational..., Human Resources, 360 Feedback, Executive Coaching, Career Development, Onboarding, Culture Change, Job Analysis, Deferred Compensation
Education
Illinois Institute of Technology
Ph.D., Industrial/Organizational Psychology
Illinois Institute of Technology
MS, Industrial/Organizational Psychology
Geoff Sisson's Morgan Stanley Dean Witter Experience 1989 - 1990
Job Infrastructure Operations at Twitter
Industry Internet
Experience
Twitter July 2012 - Present
OARC, Inc. 2009 - July 2012
/* FIXME */ October 2007 - July 2012
Nominet UK 1997 - 2007
PSINet UK Ltd 1996 - 1997
The Pipeline Network, Inc. 1993 - 1996
TUDOR INVESTMENT CORPORATION 1990 - 1993
Morgan Stanley Dean Witter 1989 - 1990
Education
Harvard University
A.B.
Twitter July 2012 - Present
OARC, Inc. 2009 - July 2012
/* FIXME */ October 2007 - July 2012
Nominet UK 1997 - 2007
PSINet UK Ltd 1996 - 1997
The Pipeline Network, Inc. 1993 - 1996
TUDOR INVESTMENT CORPORATION 1990 - 1993
Morgan Stanley Dean Witter 1989 - 1990
Education
Harvard University
A.B.
Jennifer Hyatt's Morgan Stanley Dean Witter Experience April 1998 - September 2000
Job Executive Assistant at the Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company March 2008 - Present
Federal Reserve Bank of San Francisco November 2004 - March 2008
Wells Fargo Bank June 2001 - July 2004
Wheelhouse September 2000 - April 2001
Morgan Stanley Dean Witter April 1998 - September 2000
Michael James Reid & Company 1997 - 1998
Alert Communications 1995 - 1997
Skills
Entertainment, Public Speaking, Marketing, Event Management, Social Media Marketing, Social Networking, Event Planning, Social Media, Microsoft Office, Strategic Planning, Tech Savy, Program Management, Nonprofits, Marketing Communications
Education
San Francisco State University 1997 — 1999
BA, Special Major
Moorpark College 1994 — 1997
AA, Behavioral Science
The Walt Disney Company March 2008 - Present
Federal Reserve Bank of San Francisco November 2004 - March 2008
Wells Fargo Bank June 2001 - July 2004
Wheelhouse September 2000 - April 2001
Morgan Stanley Dean Witter April 1998 - September 2000
Michael James Reid & Company 1997 - 1998
Alert Communications 1995 - 1997
Skills
Entertainment, Public Speaking, Marketing, Event Management, Social Media Marketing, Social Networking, Event Planning, Social Media, Microsoft Office, Strategic Planning, Tech Savy, Program Management, Nonprofits, Marketing Communications
Education
San Francisco State University 1997 — 1999
BA, Special Major
Moorpark College 1994 — 1997
AA, Behavioral Science
Julie Hoggatt's Morgan Stanley Dean Witter Experience June 2000 - August 2000
Job Senior Consultant for inThought Research Group
Industry Hospital & Health Care
Experience
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
Joe Blumenauer's Morgan Stanley Dean Witter Experience October 1995 - January 1997
Job Education Specialist at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services January 2009 - Present
NYCDOE August 2007 - July 2008
TIAA-CREF August 1998 - September 2003
Morgan Stanley Dean Witter October 1995 - January 1997
The Equitable Group August 1986 - July 1996
Skills
401k, Leadership, Retirement, Fixed Annuities, Mutual Funds, Recruiting, Public Speaking, Wealth Management, Fundraising, Salesforce.com, Employee Benefits, Training, Financial Services, Series 6, Benefits Administration, Retirement Planning, Series 63, Insurance, Relationship Management, Pensions, Series 7
Education
Manhattanville College 2007 — 2008
Masters, Education
Saint Bonaventure University 1980 — 1984
BBA, Marketing
ADP Retirement Services January 2009 - Present
NYCDOE August 2007 - July 2008
TIAA-CREF August 1998 - September 2003
Morgan Stanley Dean Witter October 1995 - January 1997
The Equitable Group August 1986 - July 1996
Skills
401k, Leadership, Retirement, Fixed Annuities, Mutual Funds, Recruiting, Public Speaking, Wealth Management, Fundraising, Salesforce.com, Employee Benefits, Training, Financial Services, Series 6, Benefits Administration, Retirement Planning, Series 63, Insurance, Relationship Management, Pensions, Series 7
Education
Manhattanville College 2007 — 2008
Masters, Education
Saint Bonaventure University 1980 — 1984
BBA, Marketing
Frank Skubic's Morgan Stanley Dean Witter Experience September 1987 - March 2004
Job Manager of Tax at Calix, Inc.
Industry Telecommunications
Experience
Calix, Inc. May 2006 - Present
Century Theatres, Inc. March 2004 - May 2006
Morgan Stanley Dean Witter September 1987 - March 2004
Skills
SEC filings, Tax, Financial Reporting, Income Tax, Accounting, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Corporate Tax, Auditing, Tax Accounting, US GAAP, Sarbanes-Oxley, Tax Research, CPA, Finance
Education
Golden Gate University 1995 — 1998
MS, Tax
University of San Francisco 1973 — 1977
Bachelor of Science (BS), Accounting
Balboa High School 1970 — 1973
Calix, Inc. May 2006 - Present
Century Theatres, Inc. March 2004 - May 2006
Morgan Stanley Dean Witter September 1987 - March 2004
Skills
SEC filings, Tax, Financial Reporting, Income Tax, Accounting, Sarbanes-Oxley Act, Revenue Recognition, GAAP, Corporate Tax, Auditing, Tax Accounting, US GAAP, Sarbanes-Oxley, Tax Research, CPA, Finance
Education
Golden Gate University 1995 — 1998
MS, Tax
University of San Francisco 1973 — 1977
Bachelor of Science (BS), Accounting
Balboa High School 1970 — 1973
ANNA SLAVIN's Morgan Stanley Dean Witter Experience October 1998 - April 2000
Job Scrum Master/Agile Project Manager
Industry Information Technology and Services
Experience
American Express June 2015 - Present
Adecco Group November 2014 - June 2015
Westcon Group November 2013 - October 2014
BROWSER BASED SOLUTIONS July 2007 - November 2013
BAY ISLANDER INC June 2003 - November 2005
HOUSEHOLD Insurance June 2001 - April 2003
Paine Webber April 2000 - May 2001
MORGAN STANLEY DEAN WITTER October 1998 - April 2000
Chase February 1997 - October 1998
Skills
Visio, Requirements Analysis, SDLC, Software Documentation, Agile Methodologies, User Acceptance Testing, Testing, Quality Assurance, Databases, Business Requirements, Test Planning, Business Analysis, SQL, IT Recruitment, Project Management, Requirements Gathering, JIRA, Networking, CRM, DB2, Management, Web Applications, SharePoint, Search, MS Project, Test Cases, Mainframe, Software Development, Program Management, Functional..., Consulting, Process Improvement, Java, Change Management, Training, Team Management, Team Leadership, Business Process, Fit/Gap Analysis, Use Case, Quality Center, Use Case Diagrams, BRD, Requirements..., Waterfall, Activity Diagrams, Gap Analysis, Full SDLC, Programming, SCRUM
Education
INTERNATIONAL SCRUM INSTITUTE 2014 — 2014
Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO), Accredited Project Manager (APM)
Carrer Academy 2014 — 2014
Completed PMP Certification course
THE CHUBB INSTITUTE 1994 — 1995
Diploma, Computer Programming/Business Analyst
Long Island University 1992 — 1994
B.S. Degree
Long Island University, Brooklyn Campus 1991 — 1993
GOMEL UNIVERSITY OF FRANCISCA SKARINI 1987 — 1990
American Express June 2015 - Present
Adecco Group November 2014 - June 2015
Westcon Group November 2013 - October 2014
BROWSER BASED SOLUTIONS July 2007 - November 2013
BAY ISLANDER INC June 2003 - November 2005
HOUSEHOLD Insurance June 2001 - April 2003
Paine Webber April 2000 - May 2001
MORGAN STANLEY DEAN WITTER October 1998 - April 2000
Chase February 1997 - October 1998
Skills
Visio, Requirements Analysis, SDLC, Software Documentation, Agile Methodologies, User Acceptance Testing, Testing, Quality Assurance, Databases, Business Requirements, Test Planning, Business Analysis, SQL, IT Recruitment, Project Management, Requirements Gathering, JIRA, Networking, CRM, DB2, Management, Web Applications, SharePoint, Search, MS Project, Test Cases, Mainframe, Software Development, Program Management, Functional..., Consulting, Process Improvement, Java, Change Management, Training, Team Management, Team Leadership, Business Process, Fit/Gap Analysis, Use Case, Quality Center, Use Case Diagrams, BRD, Requirements..., Waterfall, Activity Diagrams, Gap Analysis, Full SDLC, Programming, SCRUM
Education
INTERNATIONAL SCRUM INSTITUTE 2014 — 2014
Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO), Accredited Project Manager (APM)
Carrer Academy 2014 — 2014
Completed PMP Certification course
THE CHUBB INSTITUTE 1994 — 1995
Diploma, Computer Programming/Business Analyst
Long Island University 1992 — 1994
B.S. Degree
Long Island University, Brooklyn Campus 1991 — 1993
GOMEL UNIVERSITY OF FRANCISCA SKARINI 1987 — 1990
Matt Engerer's Morgan Stanley Dean Witter Experience November 1999 - August 2005
Job Vice President Investments at Raymond James,CRPC®, AIF®, 20122014 Five Star Wealth Manager Award Winner
Industry Financial Services
Experience
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Raymond James August 2005 - Present
Morgan Stanley Dean Witter November 1999 - August 2005
Natcity Investments January 1995 - November 1999
Skills
Investments, Retirement, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Wealth Management, 401k, Pensions, Series 7, Series 63, Fixed Annuities, Insurance, Series 6
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Science (B.S.), Business
Jason K Clark's Morgan Stanley Dean Witter Experience 1999 - 2001
Job Director J.C. Healthcare & Associates, Inc.
Industry Human Resources
Experience
J.C. Healthcare & Associates, Inc. April 2010 - Present
MedPros Group, Inc April 2007 - December 2009
TDBanknorth May 2005 - July 2007
Eastern Bank 2006 - 2007
Sovereign Bank May 2001 - May 2005
Morgan Stanley May 1999 - May 2001
Morgan Stanley Dean Witter 1999 - 2001
Skills
Management, Healthcare, Healthcare Management, Healthcare Information..., Strategic Planning, Leadership, Hospitals, Process Improvement, HIPAA, Team Building
Education
Gordon College 1995 — 1999
BA, Business Administration & Economics
Ipswich High School 1991 — 1995
Diploma, General
J.C. Healthcare & Associates, Inc. April 2010 - Present
MedPros Group, Inc April 2007 - December 2009
TDBanknorth May 2005 - July 2007
Eastern Bank 2006 - 2007
Sovereign Bank May 2001 - May 2005
Morgan Stanley May 1999 - May 2001
Morgan Stanley Dean Witter 1999 - 2001
Skills
Management, Healthcare, Healthcare Management, Healthcare Information..., Strategic Planning, Leadership, Hospitals, Process Improvement, HIPAA, Team Building
Education
Gordon College 1995 — 1999
BA, Business Administration & Economics
Ipswich High School 1991 — 1995
Diploma, General
Arianna Park's Morgan Stanley Dean Witter Experience 1990 - 1995
Job ConsultantSunSystems Latin America Program Manager at Pfizer
Industry Information Technology and Services
Experience
Pfizer May 2012 - Present
Openlink Financial November 2009 - April 2012
Mourant October 2007 - February 2009
Metropolitan Life Insurance Company November 2005 - March 2007
Pfizer 1999 - 2005
Systems Union, Inc. 1996 - 1999
Morgan Stanley Dean Witter 1990 - 1995
Ernst & Young 1988 - 1990
Education
New York University 1984 — 1988
BS, Accounting
Pfizer May 2012 - Present
Openlink Financial November 2009 - April 2012
Mourant October 2007 - February 2009
Metropolitan Life Insurance Company November 2005 - March 2007
Pfizer 1999 - 2005
Systems Union, Inc. 1996 - 1999
Morgan Stanley Dean Witter 1990 - 1995
Ernst & Young 1988 - 1990
Education
New York University 1984 — 1988
BS, Accounting
Andrew Wetmore's Morgan Stanley Dean Witter Experience June 1998 - February 2001
Job Portfolio Manager at Millennium
Industry Investment Management
Experience
Millennium Management May 2012 - Present
Carlson Capital January 2008 - April 2012
Sigma Capital May 2002 - May 2007
Scinto Capital February 2001 - May 2002
Morgan Stanley Dean Witter June 1998 - February 2001
Education
Lafayette College 1993 — 1997
Math/Economics
Peddie School
Millennium Management May 2012 - Present
Carlson Capital January 2008 - April 2012
Sigma Capital May 2002 - May 2007
Scinto Capital February 2001 - May 2002
Morgan Stanley Dean Witter June 1998 - February 2001
Education
Lafayette College 1993 — 1997
Math/Economics
Peddie School
Andrei Skurtu, PMP's Morgan Stanley Dean Witter Experience February 2004 - March 2005
Job Program Manager
Industry Information Technology and Services
Experience
Unisys December 2014 - Present
Citi October 2010 - December 2014
CHI February 2006 - September 2010
RAD March 2005 - February 2006
Morgan Stanley Dean Witter February 2004 - March 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration
Washington University in St. Louis 2007 — 2009
M.A., International Affairs
Washington University in St. Louis 2000 — 2003
B.A., International Relations & History
Unisys December 2014 - Present
Citi October 2010 - December 2014
CHI February 2006 - September 2010
RAD March 2005 - February 2006
Morgan Stanley Dean Witter February 2004 - March 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
MBA, Business Administration
Washington University in St. Louis 2007 — 2009
M.A., International Affairs
Washington University in St. Louis 2000 — 2003
B.A., International Relations & History
Jeannine Ruzgis's Morgan Stanley Dean Witter Experience December 1988 - February 2001
Job HealthSource of Palos Hills
Industry Medical Practice
Experience
HealthSource of Palos Hills August 2008 - September 2013
Bank of America February 2001 - November 2007
Bank of America February 1991 - February 2001
Morgan Stanley Dean Witter December 1988 - February 2001
Skills
Customer Satisfaction, Data Entry, Management, Time Management, Windows, Microsoft Excel
Education
Moraine Valley Community College 1995 — 1996
General
HealthSource of Palos Hills August 2008 - September 2013
Bank of America February 2001 - November 2007
Bank of America February 1991 - February 2001
Morgan Stanley Dean Witter December 1988 - February 2001
Skills
Customer Satisfaction, Data Entry, Management, Time Management, Windows, Microsoft Excel
Education
Moraine Valley Community College 1995 — 1996
General
Scott Ammaturo's Morgan Stanley Dean Witter Experience May 1998 - December 1999
Job Managing Director at MLV and Co.
Industry Financial Services
Experience
MLV and Co. April 2012 - Present
UNX June 2005 - April 2012
Pulse Trading 2003 - 2005
BRUT ECN 2000 - 2003
Merrill Lynch 1999 - 2000
Morgan Stanley Dean Witter May 1998 - December 1999
Skills
Trading, Trading Systems, Management, Electronic Trading, Equities, Asset Management, Leadership, Business Analysis, Series 7, Sales, Equity Trading, Business Development, CRM, Capital Markets, Series 63, New Business Development, Finance, Hedge Funds, Customer Service, Investment Banking, Options, Securities
Education
Montclair State University
MLV and Co. April 2012 - Present
UNX June 2005 - April 2012
Pulse Trading 2003 - 2005
BRUT ECN 2000 - 2003
Merrill Lynch 1999 - 2000
Morgan Stanley Dean Witter May 1998 - December 1999
Skills
Trading, Trading Systems, Management, Electronic Trading, Equities, Asset Management, Leadership, Business Analysis, Series 7, Sales, Equity Trading, Business Development, CRM, Capital Markets, Series 63, New Business Development, Finance, Hedge Funds, Customer Service, Investment Banking, Options, Securities
Education
Montclair State University
Krishna R. Davenport-Francis's Morgan Stanley Dean Witter Experience August 1998 - November 2000
Job Consultant/ Vice President at ITG
Industry Financial Services
Experience
Abel Noser Corp November 2000 - November 2007
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Equity Trading, Equities, Electronic Trading, Trading, Investments, Market Data, Series 7, Series 63, Options, Trading Systems, Bloomberg, Securities, Capital Markets, Financial Markets, Investment Banking, Hedge Funds, Equity Derivatives, Financial Services, Sybase SQL Anywhere, HTML scripting, Python, Tableau, Microsoft Office, Reporting & Analysis, Transaction Cost..., Microsoft CRM, Face to Face Sales, Social Media Marketing, Social Media Blogging, Social Media, Relationship Management, Fixed Income, Asset Management, Analysis
Education
Hollins College 1992 — 1996
Bachelors of Art, Economics
Hollins University 1992 — 1996
Bachelors of Art, Economics
Abel Noser Corp November 2000 - November 2007
Morgan Stanley Dean Witter August 1998 - November 2000
Skills
Equity Trading, Equities, Electronic Trading, Trading, Investments, Market Data, Series 7, Series 63, Options, Trading Systems, Bloomberg, Securities, Capital Markets, Financial Markets, Investment Banking, Hedge Funds, Equity Derivatives, Financial Services, Sybase SQL Anywhere, HTML scripting, Python, Tableau, Microsoft Office, Reporting & Analysis, Transaction Cost..., Microsoft CRM, Face to Face Sales, Social Media Marketing, Social Media Blogging, Social Media, Relationship Management, Fixed Income, Asset Management, Analysis
Education
Hollins College 1992 — 1996
Bachelors of Art, Economics
Hollins University 1992 — 1996
Bachelors of Art, Economics
Tim Sweet's Morgan Stanley Dean Witter Experience 1988 - 1998
Job Managing Director at OEM Capital
Industry Banking
Experience
OEM Capital 2008 - Present
Morgan Stanley Dean Witter 1988 - 1998
Skills
Investment Banking
Education
Harvard Business School 1971 — 1973
OEM Capital 2008 - Present
Morgan Stanley Dean Witter 1988 - 1998
Skills
Investment Banking
Education
Harvard Business School 1971 — 1973
Justin Halladay's Morgan Stanley Dean Witter Experience September 1995 - August 2000
Job Business Development and Social Media Entrepreneur
Industry Marketing and Advertising
Experience
iGrow Network August 2014 - Present
Children 4 Christ April 2011 - Present
Knowledge Solutions International May 2012 - June 2015
Xseed Inc. Health & Nutrition November 2013 - 2014
Knowledge Solutions International 2012 - 2012
Fortis Institute January 2010 - April 2011
TechSkills 2007 - 2009
Morgan Stanley Dean Witter September 1995 - August 2000
Skills
Sales, Business Development, Mock Interviews, Resume Writing, Career Development, Interview Preparation, Job Coaching, Marketing Strategy, Recruiting, Customer Service, Advertising, Cover Letters, Presentations, Sales Presentations, Sales Operations, Sales Process, Sales Management, People Skills, Career Assessment, Career Opportunities, Career Strategist, Training, Networking, Leadership, Interviews, Career Counseling, Team Building, Employee Training, Student Recruiting, Leadership Development, Coaching, Staff Development, Management, College Recruiting, Job Search Strategies, Cold Calling, Salesforce.com, Applicant Tracking..., Admissions, Marketing, Job Search, Information Technology, Human Resources, Higher Education, Cloud Computing, Campus, Adult Education, E-Learning, Consulting, Public Speaking
Education
GT Solutions 1999 — 1999
Kean University 1995 — 1997
Woodbridge HighSchool
iGrow Network August 2014 - Present
Children 4 Christ April 2011 - Present
Knowledge Solutions International May 2012 - June 2015
Xseed Inc. Health & Nutrition November 2013 - 2014
Knowledge Solutions International 2012 - 2012
Fortis Institute January 2010 - April 2011
TechSkills 2007 - 2009
Morgan Stanley Dean Witter September 1995 - August 2000
Skills
Sales, Business Development, Mock Interviews, Resume Writing, Career Development, Interview Preparation, Job Coaching, Marketing Strategy, Recruiting, Customer Service, Advertising, Cover Letters, Presentations, Sales Presentations, Sales Operations, Sales Process, Sales Management, People Skills, Career Assessment, Career Opportunities, Career Strategist, Training, Networking, Leadership, Interviews, Career Counseling, Team Building, Employee Training, Student Recruiting, Leadership Development, Coaching, Staff Development, Management, College Recruiting, Job Search Strategies, Cold Calling, Salesforce.com, Applicant Tracking..., Admissions, Marketing, Job Search, Information Technology, Human Resources, Higher Education, Cloud Computing, Campus, Adult Education, E-Learning, Consulting, Public Speaking
Education
GT Solutions 1999 — 1999
Kean University 1995 — 1997
Woodbridge HighSchool
Jennifer Foran's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Financial Advisor at Full Service Investment Firm
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2008 - October 2009
huntington 2000 - 2007
Morgan Stanley Dean Witter 1999 - 2000
Education
Michigan State University 1993 — 1999
Psychology
Michigan State University 1993 — 1999
Bachelor of Arts (B.A.), Finance, General
Ameriprise Financial Services, Inc. February 2008 - October 2009
huntington 2000 - 2007
Morgan Stanley Dean Witter 1999 - 2000
Education
Michigan State University 1993 — 1999
Psychology
Michigan State University 1993 — 1999
Bachelor of Arts (B.A.), Finance, General
Terry Gruntzel's Morgan Stanley Dean Witter Experience 2000 - 2001
Job Manager of Merchandise Control and Analysis
Industry Warehousing
Experience
Barnes & Noble June 2015 - Present
Barnes & Noble January 2010 - Present
Barnes & Noble July 2007 - January 2010
Barnes & Noble July 2005 - July 2007
Barnes & Noble November 2002 - July 2005
Barnes & Noble February 2001 - November 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Inventory Control, Inventory Analysis, Inventory Accuracy, Data Analysis, Inventory Management, Account Reconciliation, Merchandising, Management, Leadership, Retail, Microsoft Excel, Forecasting, Time Management, Analysis, Sales
Education
Thomas Edison State College 2011 — 2012
BA, Business Administration and Management, General
Widener University 1999 — 2000
Management
Milwaukee School of Engineering 1995 — 1997
Aquinas High School 1992 — 1995
Barnes & Noble June 2015 - Present
Barnes & Noble January 2010 - Present
Barnes & Noble July 2007 - January 2010
Barnes & Noble July 2005 - July 2007
Barnes & Noble November 2002 - July 2005
Barnes & Noble February 2001 - November 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Inventory Control, Inventory Analysis, Inventory Accuracy, Data Analysis, Inventory Management, Account Reconciliation, Merchandising, Management, Leadership, Retail, Microsoft Excel, Forecasting, Time Management, Analysis, Sales
Education
Thomas Edison State College 2011 — 2012
BA, Business Administration and Management, General
Widener University 1999 — 2000
Management
Milwaukee School of Engineering 1995 — 1997
Aquinas High School 1992 — 1995
J. Daniel Holden's Morgan Stanley Dean Witter Experience 1984 - 1986
Job President at UnifiedMarket Worldwide
Industry Financial Services
Experience
UnifiedMarket Worldwide October 2005 - Present
Holden Financial LLC January 2000 - October 2006
American Fronteer Financial 1998 - 2000
Core Pacific Securities USA 1996 - 1998
Nomura Securities International 1994 - 1996
The Chicago Corporation 1991 - 1994
Kidder Peabody 1986 - 1991
Morgan Stanley Dean Witter 1984 - 1986
Prudential Securities 1980 - 1984
Education
Millikin University
B.S., Business Administration & Economics
UnifiedMarket Worldwide October 2005 - Present
Holden Financial LLC January 2000 - October 2006
American Fronteer Financial 1998 - 2000
Core Pacific Securities USA 1996 - 1998
Nomura Securities International 1994 - 1996
The Chicago Corporation 1991 - 1994
Kidder Peabody 1986 - 1991
Morgan Stanley Dean Witter 1984 - 1986
Prudential Securities 1980 - 1984
Education
Millikin University
B.S., Business Administration & Economics
Dymphna Hurley's Morgan Stanley Dean Witter Experience 1996 - 1998
Job First Vice President SMA Operations at Anchor Capital Advisors LLC
Industry Financial Services
Experience
Anchor Capital Advisors March 2004 - Present
Frontier Capital 2000 - 2004
Morgan Stanley Dean Witter 1996 - 1998
Skills
Trading, Due Diligence, Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investments, Securities, Wealth Management, Financial Services, Series 7, Portfolio Management
Education
Merrimack College 1992 — 1996
Anchor Capital Advisors March 2004 - Present
Frontier Capital 2000 - 2004
Morgan Stanley Dean Witter 1996 - 1998
Skills
Trading, Due Diligence, Management, Asset Allocation, Asset Management, Fixed Income, Equities, Investments, Securities, Wealth Management, Financial Services, Series 7, Portfolio Management
Education
Merrimack College 1992 — 1996
Ellen Spathis's Morgan Stanley Dean Witter Experience November 2002 - July 2008
Job Investment Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2008 - Present
Morgan Stanley Dean Witter November 2002 - July 2008
Goldman Sachs 2000 - 2002
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1995 — 1997
BBA, International Business, Major
UBS Financial Services Inc. July 2008 - Present
Morgan Stanley Dean Witter November 2002 - July 2008
Goldman Sachs 2000 - 2002
Education
Hofstra University 1998 — 2000
MBA, Finance
Hofstra University 1995 — 1997
BBA, International Business, Major
Muhammed Bendjilai's Morgan Stanley Dean Witter Experience 2008 - 2009
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Morgan Stanley Dean Witter 2008 - 2009
Morgan Stanley 2006 - 2009
Education
Moravian College 2002 — 2005
Bachelor of Arts, Financial Economics
Morgan Stanley August 2006 - Present
Morgan Stanley Dean Witter 2008 - 2009
Morgan Stanley 2006 - 2009
Education
Moravian College 2002 — 2005
Bachelor of Arts, Financial Economics
Gabriela Inzunza's Morgan Stanley Dean Witter Experience 2005 - 2006
Job
Industry Financial Services
Experience
PwC 2015 - Present
Sagence Group LLC 2012 - 2014
Bank of America 2007 - 2012
Sourced Solutions Group 2006 - 2007
Morgan Stanley Dean Witter 2005 - 2006
ING 2004 - 2005
Precise Investments / Promotora Financiera 2003 - 2004
IBM 1991 - 2001
Skills
Information Architecture, Regulatory Reporting, Program Management, Reference Data, Business Architecture, Financial Services, Fixed Income, Management Consulting, Business Analysis, EMIR, CASS, Strategy, Business Process, Equities, Derivatives, Dodd-Frank, SDLC, Analytics
Education
London Business School 2001 — 2002
Master's Degree
Universidad de las Américas, A.C.
Bachelor of Science (BS)
PwC 2015 - Present
Sagence Group LLC 2012 - 2014
Bank of America 2007 - 2012
Sourced Solutions Group 2006 - 2007
Morgan Stanley Dean Witter 2005 - 2006
ING 2004 - 2005
Precise Investments / Promotora Financiera 2003 - 2004
IBM 1991 - 2001
Skills
Information Architecture, Regulatory Reporting, Program Management, Reference Data, Business Architecture, Financial Services, Fixed Income, Management Consulting, Business Analysis, EMIR, CASS, Strategy, Business Process, Equities, Derivatives, Dodd-Frank, SDLC, Analytics
Education
London Business School 2001 — 2002
Master's Degree
Universidad de las Américas, A.C.
Bachelor of Science (BS)
Kevin Britt, CIMA®'s Morgan Stanley Dean Witter Experience July 1999 - May 2000
Job Director at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
MFS Investment Management September 2014 - Present
Invesco Ltd. February 2007 - September 2014
Invesco Aim December 2005 - February 2007
Invesco Aim May 2005 - December 2005
Invesco Aim December 2000 - May 2005
Banc One Securities May 2000 - October 2000
Morgan Stanley Dean Witter July 1999 - May 2000
Education
Lamar University
BBA, Marketing
Edward Erskine's Morgan Stanley Dean Witter Experience 1988 - 1992
Job Independent Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Morgan Stanley Dean Witter 1988 - 1992
Adventist Health 1977 - 1980
Education
University of Southern California 1979 — 1982
MPA, Health services administration
Loma Linda University
Morgan Stanley Dean Witter 1988 - 1992
Adventist Health 1977 - 1980
Education
University of Southern California 1979 — 1982
MPA, Health services administration
Loma Linda University
Ken Welcher's Morgan Stanley Dean Witter Experience 1990 - 2000
Job Industry Research Specialist Financial Services
Industry Financial Services
Experience
ING 2007 - 2009
ING 2000 - 2007
Morgan Stanley Dean Witter 1990 - 2000
Wilmington Trust 1997 - 1999
Wilmington Trust 1994 - 1997
H&R Block 1901 - 1901
Skills
Financial Services, Fixed Annuities, Retirement, Marketing, Portfolio Management, Wealth Management, Finance
Education
Goldey-Beacom College 2010 — 2011
MBA, Financial Management Concentration
University of Delaware 1986 — 1990
BS, Economics
ING 2007 - 2009
ING 2000 - 2007
Morgan Stanley Dean Witter 1990 - 2000
Wilmington Trust 1997 - 1999
Wilmington Trust 1994 - 1997
H&R Block 1901 - 1901
Skills
Financial Services, Fixed Annuities, Retirement, Marketing, Portfolio Management, Wealth Management, Finance
Education
Goldey-Beacom College 2010 — 2011
MBA, Financial Management Concentration
University of Delaware 1986 — 1990
BS, Economics
Greg Cowley's Morgan Stanley Dean Witter Experience April 1997 - June 2005
Job Stock Loan Sales
Industry Financial Services
Experience
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Pershing LLC February 2011 - Present
Lightspeed Trading July 2009 - October 2010
Westgate Capital Management August 2008 - March 2009
Credit Suisse June 2007 - July 2008
Lehman Brothers August 2005 - May 2007
Morgan Stanley Dean Witter April 1997 - June 2005
Skills
Prime Brokerage, Equities, Hedge Funds, Series 7, Fixed Income, Bloomberg, Alternative Investments, Relationship Management
Education
Iona College 1991 — 1996
BA, Liberal Arts
Frank Chou's Morgan Stanley Dean Witter Experience 1996 - November 2006
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC June 2012 - July 2014
Wells Fargo Advisors, LLC December 2006 - May 2012
Morgan Stanley Dean Witter 1996 - November 2006
Education
Moravian College 1992 — 1996
Finance, Economics
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC June 2012 - July 2014
Wells Fargo Advisors, LLC December 2006 - May 2012
Morgan Stanley Dean Witter 1996 - November 2006
Education
Moravian College 1992 — 1996
Finance, Economics
Julie Agronik's Morgan Stanley Dean Witter Experience 2000 - 2005
Job Vice President, Compliance
Industry Financial Services
Experience
MorganStanley 2011 - Present
Morgan Stanley Smith Barney 2005 - 2011
Morgan Stanley Dean Witter 2000 - 2005
King-Fisher Company 1998 - 2000
Skills
Legal Compliance, Financial Services, Risk Management, Requirements Analysis, Business Analysis, Data Analysis, Process Improvement, Global Regulatory..., Project Management, FINRA, AML, Financial Reporting, Team Building, Securities, Equities, Microsoft Excel, KYC, Strategic Technology..., Actimize, cMAX, Management, Finance, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA in Management
Roosevelt University 1996 — 2000
Bachelor's Degree, BSBA in Finance
MorganStanley 2011 - Present
Morgan Stanley Smith Barney 2005 - 2011
Morgan Stanley Dean Witter 2000 - 2005
King-Fisher Company 1998 - 2000
Skills
Legal Compliance, Financial Services, Risk Management, Requirements Analysis, Business Analysis, Data Analysis, Process Improvement, Global Regulatory..., Project Management, FINRA, AML, Financial Reporting, Team Building, Securities, Equities, Microsoft Excel, KYC, Strategic Technology..., Actimize, cMAX, Management, Finance, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA in Management
Roosevelt University 1996 — 2000
Bachelor's Degree, BSBA in Finance
Christopher Swindell's Morgan Stanley Dean Witter Experience March 2004 - March 2005
Job Energy Data Specialist at SAIC
Industry Financial Services
Experience
Illinois State University Energy Data SpecialistSAICJune 2011 - August 2013
AIL March 2011 - June 2011
Varengold Bank April 2009 - June 2010
Independent Investment Advisor September 2007 - March 2009
CMC Markets March 2007 - August 2007
FXCM March 2005 - March 2007
Morgan Stanley Dean Witter March 2004 - March 2005
Skills
Business Strategy, Portfolio Management, FX Options, New Business Development, Investments, FX trading, Trading, Negotiation, Finance, Sales
Education
Illinois State University 2013 — 2015
Master of Science (MS), Math: Actuarial Science
Illinois State University Energy Data SpecialistSAICJune 2011 - August 2013
AIL March 2011 - June 2011
Varengold Bank April 2009 - June 2010
Independent Investment Advisor September 2007 - March 2009
CMC Markets March 2007 - August 2007
FXCM March 2005 - March 2007
Morgan Stanley Dean Witter March 2004 - March 2005
Skills
Business Strategy, Portfolio Management, FX Options, New Business Development, Investments, FX trading, Trading, Negotiation, Finance, Sales
Education
Illinois State University 2013 — 2015
Master of Science (MS), Math: Actuarial Science
Mike Schurman's Morgan Stanley Dean Witter Experience 1988 - 2001
Job Director at C. E. Anderson & Co.
Industry Real Estate
Experience
C. E. Anderson & Company March 2008 - Present
American Escrow & Closing Co. September 2003 - February 2008
Alliance Data Systems 2001 - 2002
Morgan Stanley Dean Witter 1988 - 2001
Sears, Roebuck and Co. 1973 - 1988
Skills
Management, Construction, Project Management, Project Planning, Negotiation, Contract Negotiation, Business Intelligence, Vendor Management, Program Management
Education
Iowa State University 1969 — 1973
BS, Computer Science, Industrial Administration
Iowa State University 1969 — 1973
BS in Computer Science and Industrial Administration, Computer Science and Industrail Administration
C. E. Anderson & Company March 2008 - Present
American Escrow & Closing Co. September 2003 - February 2008
Alliance Data Systems 2001 - 2002
Morgan Stanley Dean Witter 1988 - 2001
Sears, Roebuck and Co. 1973 - 1988
Skills
Management, Construction, Project Management, Project Planning, Negotiation, Contract Negotiation, Business Intelligence, Vendor Management, Program Management
Education
Iowa State University 1969 — 1973
BS, Computer Science, Industrial Administration
Iowa State University 1969 — 1973
BS in Computer Science and Industrial Administration, Computer Science and Industrail Administration
Alain Thomas's Morgan Stanley Dean Witter Experience August 2000 - August 2002
Job Operations Manager at Global X Management Company
Industry Financial Services
Experience
Global X Management Company April 2014 - September 2014
Bank of America / Merrill Lynch November 2007 - April 2014
Integrated Wealth Services August 2002 - October 2007
Morgan Stanley Dean Witter August 2000 - August 2002
Skills
Fixed Income, Bloomberg, Equities, Securities, Investments, Trading, Options, Mutual Funds, Financial Markets, FX Options, Financial Risk, Analysis, ETFs, Settlement, Account Reconciliation, Investment Management, Economics, Finance, Derivatives, Hedge Funds, Capital Markets
Education
Long Island University 2006 — 2009
MBA, Finance
Saint John's University 1997 — 2000
Bachelor, Finance
Global X Management Company April 2014 - September 2014
Bank of America / Merrill Lynch November 2007 - April 2014
Integrated Wealth Services August 2002 - October 2007
Morgan Stanley Dean Witter August 2000 - August 2002
Skills
Fixed Income, Bloomberg, Equities, Securities, Investments, Trading, Options, Mutual Funds, Financial Markets, FX Options, Financial Risk, Analysis, ETFs, Settlement, Account Reconciliation, Investment Management, Economics, Finance, Derivatives, Hedge Funds, Capital Markets
Education
Long Island University 2006 — 2009
MBA, Finance
Saint John's University 1997 — 2000
Bachelor, Finance
Joan Kelly's Morgan Stanley Dean Witter Experience October 1990 - April 2009
Job Director at Citibank
Industry Investment Banking
Experience
Citi May 2012 - Present
Societe Generale July 2009 - April 2012
Morgan Stanley Dean Witter October 1990 - April 2009
Morgan Stanley 1990 - 2009
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Structured Products, FX Options, Prime Brokerage
Education
Iona College 1986 — 1990
Finance
Citi May 2012 - Present
Societe Generale July 2009 - April 2012
Morgan Stanley Dean Witter October 1990 - April 2009
Morgan Stanley 1990 - 2009
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Structured Products, FX Options, Prime Brokerage
Education
Iona College 1986 — 1990
Finance
Darin Gaynor's Morgan Stanley Dean Witter Experience March 2000 - December 2001
Job Independent Contractor/Project Manager/Business Analyst at RJK Corporations & NJ Monthly Magazine
Industry Financial Services
Experience
Bank of America/Merrill Lynch October 2013 - March 2014
RJK Corporations & NJ Monthly Magazine April 2010 - October 2013
Pershing July 2007 - November 2009
CitiStreet, TIAA-CREF, Wachovia September 2004 - July 2007
Mellon HR Solutions July 2002 - August 2004
Morgan Stanley Dean Witter March 2000 - December 2001
First Union February 1999 - March 2000
Metlife November 1997 - February 1999
Prudential Investment Retirement Services December 1989 - November 1997
Skills
Financial Services, Risk Management, Retirement Plan..., Qualified Retirement..., Banking, Manage Client..., Mutual Funds, 401k, Business Development, Business Strategy, Product Management, Product Marketing, Product Design, Product Development
Education
Howard University 1981 — 1986
BBA, Insurance/Finance
Bank of America/Merrill Lynch October 2013 - March 2014
RJK Corporations & NJ Monthly Magazine April 2010 - October 2013
Pershing July 2007 - November 2009
CitiStreet, TIAA-CREF, Wachovia September 2004 - July 2007
Mellon HR Solutions July 2002 - August 2004
Morgan Stanley Dean Witter March 2000 - December 2001
First Union February 1999 - March 2000
Metlife November 1997 - February 1999
Prudential Investment Retirement Services December 1989 - November 1997
Skills
Financial Services, Risk Management, Retirement Plan..., Qualified Retirement..., Banking, Manage Client..., Mutual Funds, 401k, Business Development, Business Strategy, Product Management, Product Marketing, Product Design, Product Development
Education
Howard University 1981 — 1986
BBA, Insurance/Finance
Arthur Branham's Morgan Stanley Dean Witter Experience June 2002 - May 2011
Job Experienced Trading Systems Developer and Architect
Industry Computer Software
Experience
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter June 2002 - May 2011
Education
Stevens Institute of Technology 2008 — 2011
MS, Computer Science, 4.0
Montclair State University 2005 — 2006
N/A, Mathematics
Gettysburg College 2000 — 2004
BA, Computer Science, 3.91
Seton Hall Prep 1996 — 2000
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter June 2002 - May 2011
Education
Stevens Institute of Technology 2008 — 2011
MS, Computer Science, 4.0
Montclair State University 2005 — 2006
N/A, Mathematics
Gettysburg College 2000 — 2004
BA, Computer Science, 3.91
Seton Hall Prep 1996 — 2000
Victor Jean's Morgan Stanley Dean Witter Experience 2000 - 2001
Job VP at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management May 2012 - Present
Morgan Stanley Smith Barney 2001 - 2012
Morgan Stanley Dean Witter 2000 - 2001
SmartMoney.com 1999 - 2000
Goldman Sachs 1998 - 1999
Skills
SQL, JavaScript, Java, Fixed Income, Microsoft SQL Server
Education
Massachusetts Institute of Technology 1995 — 1999
Management, Finance and Information Technology
Massachusetts Institute of Technology 1995 — 1999
Highbridge Capital Management May 2012 - Present
Morgan Stanley Smith Barney 2001 - 2012
Morgan Stanley Dean Witter 2000 - 2001
SmartMoney.com 1999 - 2000
Goldman Sachs 1998 - 1999
Skills
SQL, JavaScript, Java, Fixed Income, Microsoft SQL Server
Education
Massachusetts Institute of Technology 1995 — 1999
Management, Finance and Information Technology
Massachusetts Institute of Technology 1995 — 1999
Parag Sedani's Morgan Stanley Dean Witter Experience February 2009 - September 2009
Job TAX ADVISOR at FOOD BANK OF AMERICA
Industry Financial Services
Experience
The Home Depot July 2012 - December 2014
FOOD BANK OF AMERICA January 2012 - May 2014
Morgan Stanley Dean Witter February 2009 - September 2009
Independence Community Bank 2006 - 2007
Skills
Asset Management, Wealth Management, Trade Operations, Mutual Funds..., Financial Planners, Securities, Expediting, Invoice Processing, Vendor Management
Education
DeVry College of New York's Keller Graduate School of Management 2010 — 2011
Master's degree, Accounting and Finance
Baruch College, New York,NY 2000 — 2003
B.B.A, FINANCE
College of Staten Island
The Home Depot July 2012 - December 2014
FOOD BANK OF AMERICA January 2012 - May 2014
Morgan Stanley Dean Witter February 2009 - September 2009
Independence Community Bank 2006 - 2007
Skills
Asset Management, Wealth Management, Trade Operations, Mutual Funds..., Financial Planners, Securities, Expediting, Invoice Processing, Vendor Management
Education
DeVry College of New York's Keller Graduate School of Management 2010 — 2011
Master's degree, Accounting and Finance
Baruch College, New York,NY 2000 — 2003
B.B.A, FINANCE
College of Staten Island
Jennifer Bye's Morgan Stanley Dean Witter Experience May 1998 - January 2006
Job Chief Marketing Officer at Wavelength Capital Management
Industry Investment Management
Experience
Wavelength Capital Management January 2015 - Present
Greenwich Capital February 2006 - June 2007
Morgan Stanley Dean Witter May 1998 - January 2006
Putnam Investments January 1996 - May 1998
Goldman Sachs August 1992 - January 1996
Skills
Alternative Investments, Hedge Funds, High Yield, Series 7, Equities, Fixed Income, Series 63, Securities, Bonds, Private Placements, Valuation
Education
Harvard University 1988 — 1992
Wavelength Capital Management January 2015 - Present
Greenwich Capital February 2006 - June 2007
Morgan Stanley Dean Witter May 1998 - January 2006
Putnam Investments January 1996 - May 1998
Goldman Sachs August 1992 - January 1996
Skills
Alternative Investments, Hedge Funds, High Yield, Series 7, Equities, Fixed Income, Series 63, Securities, Bonds, Private Placements, Valuation
Education
Harvard University 1988 — 1992
Jon Rousseau's Morgan Stanley Dean Witter Experience 1996 - 1998
Job Executive Vice President, Kindred; President, Kindred Rehabilitation Services at Kindred Healthcare
Industry Hospital & Health Care
Experience
Kindred Healthcare March 2015 - Present
Kindred Healthcare July 2013 - April 2015
Mylan Specialty September 2012 - June 2013
Mylan May 2011 - September 2012
Medtronic (Diabetes) 2008 - May 2011
Medtronic (Neuromodulation) 2006 - 2008
Friedman Fleischer & Lowe 2002 - 2005
Friedman Fleischer & Lowe 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Skills
Mergers, Business Development, Cross-functional Team..., Business Strategy, Private Equity, Venture Capital, Accounting, Financial Analysis, Corporate Finance, Medical Devices, Biotechnology, Pharma, CNS, Diabetes, Allergy,..., Education, Business..., Portfolio Management, Marketing, Branding, Digital Marketing, Multi-Channel and..., Relationship Marketing, Sales Planning, Sales Training, Sales Effectiveness, Media Planning, Market Research, Competitive Analysis, Lean Sigma, QFD and Product Needs /..., Strategy, Leadership and People...
Education
Harvard Business School 2001 — 2002
MBA, General Management
Princeton University 1992 — 1996
AB, Economics, Pre-Medical Curriculum
Keller Graduate School of Management 2010 — 2012
Master's of Accounting and Financial Management, Accounting and Finance, 4.0 GPA.
St. Louis Country Day High School 1992 — 1996
Kindred Healthcare March 2015 - Present
Kindred Healthcare July 2013 - April 2015
Mylan Specialty September 2012 - June 2013
Mylan May 2011 - September 2012
Medtronic (Diabetes) 2008 - May 2011
Medtronic (Neuromodulation) 2006 - 2008
Friedman Fleischer & Lowe 2002 - 2005
Friedman Fleischer & Lowe 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Skills
Mergers, Business Development, Cross-functional Team..., Business Strategy, Private Equity, Venture Capital, Accounting, Financial Analysis, Corporate Finance, Medical Devices, Biotechnology, Pharma, CNS, Diabetes, Allergy,..., Education, Business..., Portfolio Management, Marketing, Branding, Digital Marketing, Multi-Channel and..., Relationship Marketing, Sales Planning, Sales Training, Sales Effectiveness, Media Planning, Market Research, Competitive Analysis, Lean Sigma, QFD and Product Needs /..., Strategy, Leadership and People...
Education
Harvard Business School 2001 — 2002
MBA, General Management
Princeton University 1992 — 1996
AB, Economics, Pre-Medical Curriculum
Keller Graduate School of Management 2010 — 2012
Master's of Accounting and Financial Management, Accounting and Finance, 4.0 GPA.
St. Louis Country Day High School 1992 — 1996
George Crosby, CPCU, ARM-P, ARM-E's Morgan Stanley Dean Witter Experience March 1999 - September 1999
Job Account Manager at Business & Governmental Insurance Agency (BGIA), NIP Group, Inc.
Industry Insurance
Experience
Business & Governmental Insurance Agency, NIP Group, Inc. October 2012 - Present
NIP Specialty Brokerage, NIP Group, Inc. February 2012 - October 2012
Marine Agency Corporation August 2003 - April 2009
National Discount Brokers June 2000 - April 2001
First Union National Bank September 1999 - May 2000
Morgan Stanley Dean Witter March 1999 - September 1999
National Westminster Bank June 1990 - March 1995
Skills
Insurance, Commercial Insurance, Brokers, Professional Liability, Underwriting, Property & Casualty..., Risk Management, Customer Service, Workers Compensation, Casualty, Life Insurance, Claim, Finance, Casualty Insurance, General Insurance, Microsoft Excel, Outlook, Financial Services, Chartered Property..., Enterprise Risk...
Education
New Jersey Institute of Technology 2006 — 2008
BS, Business, Finance, 2.92
Plainfield High School 1983 — 1987
College Prep
Business & Governmental Insurance Agency, NIP Group, Inc. October 2012 - Present
NIP Specialty Brokerage, NIP Group, Inc. February 2012 - October 2012
Marine Agency Corporation August 2003 - April 2009
National Discount Brokers June 2000 - April 2001
First Union National Bank September 1999 - May 2000
Morgan Stanley Dean Witter March 1999 - September 1999
National Westminster Bank June 1990 - March 1995
Skills
Insurance, Commercial Insurance, Brokers, Professional Liability, Underwriting, Property & Casualty..., Risk Management, Customer Service, Workers Compensation, Casualty, Life Insurance, Claim, Finance, Casualty Insurance, General Insurance, Microsoft Excel, Outlook, Financial Services, Chartered Property..., Enterprise Risk...
Education
New Jersey Institute of Technology 2006 — 2008
BS, Business, Finance, 2.92
Plainfield High School 1983 — 1987
College Prep
Varsha Manjrekar's Morgan Stanley Dean Witter Experience January 1995 - January 1997
Job Director, HR & Finance at SOFIA Technology
Industry Information Services
Experience
SOFIA Technology 2003 - Present
Morgan Stanley Investment Management April 1998 - January 2000
Morgan Stanley Dean Witter January 1995 - January 1997
Price Waterhouse Coopers January 1992 - January 1995
Education
Institute of Cost and Work Accountants of India
University of Mumbai
BS, Commerce
SOFIA Technology 2003 - Present
Morgan Stanley Investment Management April 1998 - January 2000
Morgan Stanley Dean Witter January 1995 - January 1997
Price Waterhouse Coopers January 1992 - January 1995
Education
Institute of Cost and Work Accountants of India
University of Mumbai
BS, Commerce
Jason Bovell CPA's Morgan Stanley Dean Witter Experience June 1999 - August 2000
Job Financial Director Consultant at First Data, Marmos Properties International
Industry Banking
Experience
First Data Corporation, Marmos Properties International May 2013 - Present
Southeast Energy Efficiency Alliance October 2012 - April 2013
Centers for Disease Control and Prevention November 2010 - September 2012
Multiple Companies June 2009 - November 2010
Cox Enterprises November 2006 - February 2009
PricewaterhouseCoopers September 2004 - November 2006
Morgan Stanley Dean Witter June 1999 - August 2000
Skills
Income Tax, Tax, Tax Accounting, International Tax, Corporate Tax, Accounting, GAAP, CPA, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Auditing, Tax Research, Internal Controls, Transfer Pricing, Financial Analysis, Tax Returns, Budgets, Account Reconciliation, Tax Preparation, General Ledger, Cash Flow, Financial Statements, Employee Benefits
Education
University of Denver 2003 — 2004
Masters, Taxation
Morehouse College 1999 — 2003
Bacholers, Accounting
Certified Public Accountant
CPA, CPA
Midwood
First Data Corporation, Marmos Properties International May 2013 - Present
Southeast Energy Efficiency Alliance October 2012 - April 2013
Centers for Disease Control and Prevention November 2010 - September 2012
Multiple Companies June 2009 - November 2010
Cox Enterprises November 2006 - February 2009
PricewaterhouseCoopers September 2004 - November 2006
Morgan Stanley Dean Witter June 1999 - August 2000
Skills
Income Tax, Tax, Tax Accounting, International Tax, Corporate Tax, Accounting, GAAP, CPA, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Auditing, Tax Research, Internal Controls, Transfer Pricing, Financial Analysis, Tax Returns, Budgets, Account Reconciliation, Tax Preparation, General Ledger, Cash Flow, Financial Statements, Employee Benefits
Education
University of Denver 2003 — 2004
Masters, Taxation
Morehouse College 1999 — 2003
Bacholers, Accounting
Certified Public Accountant
CPA, CPA
Midwood
Robert Kawa's Morgan Stanley Dean Witter Experience August 2000 - June 2001
Job Account Manager at CXtec
Industry Information Technology and Services
Experience
CXtec August 2011 - Present
New England Financial February 2010 - July 2011
Ohio National Financial Services December 2007 - December 2009
Guardian Investor Services September 2007 - November 2007
HSBC Securities (USA) Inc. July 2006 - January 2007
PLANCO June 2001 - June 2006
Morgan Stanley Dean Witter August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor July 1997 - August 2000
Education
Le Moyne College 1993 — 1997
Bachelor of Science, Business Administration
CXtec August 2011 - Present
New England Financial February 2010 - July 2011
Ohio National Financial Services December 2007 - December 2009
Guardian Investor Services September 2007 - November 2007
HSBC Securities (USA) Inc. July 2006 - January 2007
PLANCO June 2001 - June 2006
Morgan Stanley Dean Witter August 2000 - June 2001
Keyport Life/ Liberty Funds Distributor July 1997 - August 2000
Education
Le Moyne College 1993 — 1997
Bachelor of Science, Business Administration
Stella (Lu) McCarthy's Morgan Stanley Dean Witter Experience 2001 - 2005
Job Therapeutic Area Finance Manager at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson January 2014 - Present
Johnson & Johnson September 2011 - January 2014
Johnson & Johnson June 2009 - September 2011
Johnson & Johnson July 2008 - June 2009
Johnson & Johnson August 2007 - July 2008
Morgan Stanley Dean Witter 2001 - 2005
Skills
Forecasting, Budgets, Analysis, Financial Modeling, Financial Analysis, Sales Management, Financial Reporting, Financial Forecasting, Variance Analysis, Strategic Financial..., Private Equity, Cross-functional Team..., Managerial Finance, Process Improvement, Cost Accounting, Leadership
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
Johnson & Johnson January 2014 - Present
Johnson & Johnson September 2011 - January 2014
Johnson & Johnson June 2009 - September 2011
Johnson & Johnson July 2008 - June 2009
Johnson & Johnson August 2007 - July 2008
Morgan Stanley Dean Witter 2001 - 2005
Skills
Forecasting, Budgets, Analysis, Financial Modeling, Financial Analysis, Sales Management, Financial Reporting, Financial Forecasting, Variance Analysis, Strategic Financial..., Private Equity, Cross-functional Team..., Managerial Finance, Process Improvement, Cost Accounting, Leadership
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
Theresa Cook's Morgan Stanley Dean Witter Experience July 2000 - May 2004
Job Owner, For Healthy Pets! pet foods & supplies
Industry Retail
Experience
Chasing Valhalla LLC DBA Put Me on a Shoe January 2015 - Present
For Healthy Pets August 2011 - Present
Harbor Financial Services LLC November 2005 - May 2013
Citigroup Global Markets/Smith Barney May 2004 - November 2005
Morgan Stanley Dean Witter July 2000 - May 2004
The Doggy Bag & Southern Mist Kennels 1993 - 2000
Peavey Electronics 1999 - 1999
Skills
Event Planning, Customer Service, Public Speaking, Office Management, Social Media, Marketing Strategy, Retail, Business Development, Research, Microsoft Excel, Inventory Management, Purchasing, Management, Marketing, Sales Management, Time Management, Strategic Planning, Training, Event Management, Social Media Marketing, Microsoft Office, Team Building, Advertising, Account Management, Coaching, New Business Development, Small Business, Negotiation, Budgets
Education
Mississippi State University - College of Business and Industry 1987 — 1990
BS, Business Administration and Management, General
Meridian Community College 1985 — 1987
Business Administration and Management, General
Lamar High School 1979 — 1985
Diploma
Chasing Valhalla LLC DBA Put Me on a Shoe January 2015 - Present
For Healthy Pets August 2011 - Present
Harbor Financial Services LLC November 2005 - May 2013
Citigroup Global Markets/Smith Barney May 2004 - November 2005
Morgan Stanley Dean Witter July 2000 - May 2004
The Doggy Bag & Southern Mist Kennels 1993 - 2000
Peavey Electronics 1999 - 1999
Skills
Event Planning, Customer Service, Public Speaking, Office Management, Social Media, Marketing Strategy, Retail, Business Development, Research, Microsoft Excel, Inventory Management, Purchasing, Management, Marketing, Sales Management, Time Management, Strategic Planning, Training, Event Management, Social Media Marketing, Microsoft Office, Team Building, Advertising, Account Management, Coaching, New Business Development, Small Business, Negotiation, Budgets
Education
Mississippi State University - College of Business and Industry 1987 — 1990
BS, Business Administration and Management, General
Meridian Community College 1985 — 1987
Business Administration and Management, General
Lamar High School 1979 — 1985
Diploma
Richard Ambrosio's Morgan Stanley Dean Witter Experience 1991 - 1997
Job Salesman/Trader at Marco Polo International Inc.
Industry Financial Services
Experience
Marco Polo International Inc. March 2012 - Present
UBS August 1998 - May 2008
Morgan Stanley Dean Witter 1991 - 1997
Skills
Series 63, Securities, Series 7, Equities, Hedge Funds, Fixed Income, Bloomberg, Options, Alternative Investments, Capital Markets, Derivatives, Financial Services, Mutual Funds, Back Office, Asset Management, CRM, Investment Banking, Bonds
Education
Hofstra University
MBA
Marco Polo International Inc. March 2012 - Present
UBS August 1998 - May 2008
Morgan Stanley Dean Witter 1991 - 1997
Skills
Series 63, Securities, Series 7, Equities, Hedge Funds, Fixed Income, Bloomberg, Options, Alternative Investments, Capital Markets, Derivatives, Financial Services, Mutual Funds, Back Office, Asset Management, CRM, Investment Banking, Bonds
Education
Hofstra University
MBA
Sasha Rozenberg's Morgan Stanley Dean Witter Experience March 2004 - March 2007
Job Managing Director and Chief Risk Officer at CME Group
Industry Financial Services
Experience
CME Group August 2010 - Present
SuperDerivatives March 2007 - August 2010
Morgan Stanley Dean Witter March 2004 - March 2007
JP Morgan Chase December 2002 - February 2004
Goldman Sachs January 2000 - June 2002
Skills
FX Options, Risk Management, Derivatives, Fixed Income, Credit Derivatives, Market Risk, Commodity, Capital Markets, Financial Risk, Financial Markets
Education
New York University 1992 — 1998
Ph.D., Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1987 — 1992
Master’s Degree, Physics
school 91
CME Group August 2010 - Present
SuperDerivatives March 2007 - August 2010
Morgan Stanley Dean Witter March 2004 - March 2007
JP Morgan Chase December 2002 - February 2004
Goldman Sachs January 2000 - June 2002
Skills
FX Options, Risk Management, Derivatives, Fixed Income, Credit Derivatives, Market Risk, Commodity, Capital Markets, Financial Risk, Financial Markets
Education
New York University 1992 — 1998
Ph.D., Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1987 — 1992
Master’s Degree, Physics
school 91
Fred De Rubeis's Morgan Stanley Dean Witter Experience March 2006 - April 2008
Job Wine,Food & Music Consultant
Industry Food & Beverages
Experience
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
BNY Mellon June 2008 - December 2010
Morgan Stanley Dean Witter March 2006 - April 2008
FDR Consulting November 2001 - 2007
Financial Technologies International, 2003 - 2004
Tap Ventures 2002 - 2002
APS-Botal Staffing, 1999 - 2001
Constantine Control Associates 1989 - 1999
Bankers Trust 1986 - 1989
Citibank 1986 - 1986
US Trust 1985 - 1986
Skills
Global Custody, Conversions, Transfer Agency, Cash, Asset, Reconciliation, Middle Office, Mutual Funds, Settlement, Corporate Actions, Securities, Business Analysis, Back Office, Fixed Income, Equities, Settlements, Cash Management, Client Service, Re-engineering, Risk, Client Services, Bank Operations, Wealth Management, Process Engineering, Currency, Investment Operations, Banking, Financial Services, Financial Risk, Outsourcing, Investments, Finance, Trading, Portfolio Management, Derivatives, Bloomberg, Capital Markets, Asset Management, Prime Brokerage, Alternative Investments, Financial Markets, Trading Systems, Bonds
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1980
Master of Business Administration (M.B.A.), Executive Management, 3.75
Long Island University, Brooklyn Campus 1965 — 1970
Bachelor’s Degree, Fianance
Keighley Cotonio's Morgan Stanley Dean Witter Experience August 2000 - July 2002
Job Media Marketing Representative at Spectrum Reach
Industry Marketing and Advertising
Experience
Spectrum Reach (formally Charter Media) March 2015 - Present
Charter Media April 2012 - February 2015
Charter Communications August 2011 - March 2012
NCC Media November 2005 - August 2011
Marketing Endeavors August 2002 - April 2004
Morgan Stanley Dean Witter August 2000 - July 2002
PaineWebber September 1998 - August 2000
Skills
Excel, PowerPoint, Microsoft Office, Budgets, Outside Sales, Cold Calling, Sales, Marketing, Market Research, Marketing Strategy, Salesforce.com, Customer Service, Advertising, Account Management, Media Buying, Media Planning, Lead Generation, Social Media Marketing, Advertising Sales, Management
Education
University of Mississippi - School of Business Administration 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Le Cordon Bleu College of Culinary Arts-Atlanta 2004 — 2005
Bachelor of Arts, Culinary Arts
University of New Orleans 1996 — 1996
International Marketing, International Business Management, A
Spectrum Reach (formally Charter Media) March 2015 - Present
Charter Media April 2012 - February 2015
Charter Communications August 2011 - March 2012
NCC Media November 2005 - August 2011
Marketing Endeavors August 2002 - April 2004
Morgan Stanley Dean Witter August 2000 - July 2002
PaineWebber September 1998 - August 2000
Skills
Excel, PowerPoint, Microsoft Office, Budgets, Outside Sales, Cold Calling, Sales, Marketing, Market Research, Marketing Strategy, Salesforce.com, Customer Service, Advertising, Account Management, Media Buying, Media Planning, Lead Generation, Social Media Marketing, Advertising Sales, Management
Education
University of Mississippi - School of Business Administration 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Le Cordon Bleu College of Culinary Arts-Atlanta 2004 — 2005
Bachelor of Arts, Culinary Arts
University of New Orleans 1996 — 1996
International Marketing, International Business Management, A
karen caruso's Morgan Stanley Dean Witter Experience 1993 - 2003
Job Executive Leadership, Program Management, Process Improvement, Compliance
Industry Management Consulting
Experience
Footpath LLC May 2010 - Present
Luxon Wireless 2002 - 2008
Morgan Stanley Dean Witter 1993 - 2003
Avanza 1991 - 1993
Rexnord Aerospace Mechanisms 1989 - 1991
International Technology Corporation 1987 - 1989
Developmental Sciences 1985 - 1987
Lockheed 1983 - 1985
Sanders Associates 1981 - 1983
Skills
Due Diligence, Financial Modeling, Financial Analysis, Corporate Finance, Compliance, Business Development, Smart Grid, Utility Industry, Strategic Planning, Cost Accounting, Business Strategy, Marketing Strategy, Healthcare, Government Contract..., Investments, Regulatory Affairs, Business Planning, Executive Management, Policy, Strategy, Start-ups, Training, Finance, Business Process..., Program Management, Negotiation, Management Consulting, Cross-functional Team..., Process Improvement, Management, Business Transformation, Risk Management, Mergers & Acquisitions, Leadership, Business Process
Education
Southern New Hampshire University 1982 — 1983
MBA
Merrimack College 1977 — 1981
BS, Accounting
Jagiellonian University 1977 — 1977
Certificate, Polish Language and Culture
Footpath LLC May 2010 - Present
Luxon Wireless 2002 - 2008
Morgan Stanley Dean Witter 1993 - 2003
Avanza 1991 - 1993
Rexnord Aerospace Mechanisms 1989 - 1991
International Technology Corporation 1987 - 1989
Developmental Sciences 1985 - 1987
Lockheed 1983 - 1985
Sanders Associates 1981 - 1983
Skills
Due Diligence, Financial Modeling, Financial Analysis, Corporate Finance, Compliance, Business Development, Smart Grid, Utility Industry, Strategic Planning, Cost Accounting, Business Strategy, Marketing Strategy, Healthcare, Government Contract..., Investments, Regulatory Affairs, Business Planning, Executive Management, Policy, Strategy, Start-ups, Training, Finance, Business Process..., Program Management, Negotiation, Management Consulting, Cross-functional Team..., Process Improvement, Management, Business Transformation, Risk Management, Mergers & Acquisitions, Leadership, Business Process
Education
Southern New Hampshire University 1982 — 1983
MBA
Merrimack College 1977 — 1981
BS, Accounting
Jagiellonian University 1977 — 1977
Certificate, Polish Language and Culture
Jimmy Salamone's Morgan Stanley Dean Witter Experience September 2004 - October 2006
Job Director of Operations at Tethys Health Ventures
Industry Insurance
Experience
Tethys Health Ventures January 2012 - Present
Tethys Health Ventures November 2006 - December 2011
Morgan Stanley Dean Witter September 2004 - October 2006
Special Risk International October 2001 - September 2004
Skills
Claims, Risk, Customer Service, Health Insurance, Contract Management, Account Management, Claim, Financial Risk, Sales, Management, Insurance, CRM, Employee Benefits, Business Analysis, Process Improvement, Data Analysis, Start-ups, Healthcare, Sales Operations, Reinsurance, Managed Care
Education
University of Baltimore 2008 — 2010
MHA, Healthcare Administration
Loyola College in Maryland 2001 — 2004
BA, English
Tethys Health Ventures January 2012 - Present
Tethys Health Ventures November 2006 - December 2011
Morgan Stanley Dean Witter September 2004 - October 2006
Special Risk International October 2001 - September 2004
Skills
Claims, Risk, Customer Service, Health Insurance, Contract Management, Account Management, Claim, Financial Risk, Sales, Management, Insurance, CRM, Employee Benefits, Business Analysis, Process Improvement, Data Analysis, Start-ups, Healthcare, Sales Operations, Reinsurance, Managed Care
Education
University of Baltimore 2008 — 2010
MHA, Healthcare Administration
Loyola College in Maryland 2001 — 2004
BA, English
Micheline Craw's Morgan Stanley Dean Witter Experience October 1999 - August 2006
Job Operations Manager at Nike, Inc.
Industry Apparel & Fashion
Experience
Nike November 2014 - Present
Nike November 2011 - November 2014
Paulson Wealth Advisors 2011 - 2011
UBS Financial Services August 2006 - December 2010
Morgan Stanley Dean Witter October 1999 - August 2006
Nevada Hand Inc. March 2003 - July 2005
Skills
Budgets, Program Management, Training, Investments, Project Planning, Auditing, Management, Marketing Strategy, Vendor Management, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Linfield College 2011 — 2012
Post Baccalaureate, Accounting
University of Nevada-Reno 1992 — 1996
BS, Mathematics
Nike November 2014 - Present
Nike November 2011 - November 2014
Paulson Wealth Advisors 2011 - 2011
UBS Financial Services August 2006 - December 2010
Morgan Stanley Dean Witter October 1999 - August 2006
Nevada Hand Inc. March 2003 - July 2005
Skills
Budgets, Program Management, Training, Investments, Project Planning, Auditing, Management, Marketing Strategy, Vendor Management, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Linfield College 2011 — 2012
Post Baccalaureate, Accounting
University of Nevada-Reno 1992 — 1996
BS, Mathematics
Lynnae Drollinger's Morgan Stanley Dean Witter Experience December 1999 - March 2001
Job Admin Asst I at ncjua/nciua
Industry Furniture
Experience
ncjua/nciua August 2011 - Present
Bassett Furniture April 2002 - November 2010
Ohio Casualty Group May 2001 - 2002
Morgan Stanley Dean Witter December 1999 - March 2001
Education
Waukesha County Technical College 1991 — 1994
Associates, Administrative Assistant
Marquette University 1989 — 1993
ncjua/nciua August 2011 - Present
Bassett Furniture April 2002 - November 2010
Ohio Casualty Group May 2001 - 2002
Morgan Stanley Dean Witter December 1999 - March 2001
Education
Waukesha County Technical College 1991 — 1994
Associates, Administrative Assistant
Marquette University 1989 — 1993
Toyia Burks's Morgan Stanley Dean Witter Experience April 1999 - October 2000
Job Project Manager, PMP
Industry Information Technology and Services
Experience
IBM Global Services January 2004 - Present
IBM Global Services January 2004 - Present
IBM Global Services January 2004 - Present
City of New York March 2002 - January 2004
Deutsche Bank October 2000 - June 2001
Morgan Stanley Dean Witter April 1999 - October 2000
Metropolitan Life Insurance Company August 1997 - April 1999
Education
Pace University - Lubin School of Business 1999 — 2003
MBA
New York University 1996 — 1999
MPA
University at Albany, SUNY 1991 — 1994
BA
IBM Global Services January 2004 - Present
IBM Global Services January 2004 - Present
IBM Global Services January 2004 - Present
City of New York March 2002 - January 2004
Deutsche Bank October 2000 - June 2001
Morgan Stanley Dean Witter April 1999 - October 2000
Metropolitan Life Insurance Company August 1997 - April 1999
Education
Pace University - Lubin School of Business 1999 — 2003
MBA
New York University 1996 — 1999
MPA
University at Albany, SUNY 1991 — 1994
BA
Johnny A. Romero's Morgan Stanley Dean Witter Experience January 1999 - July 2000
Job Operations Manager at CIMB Securities (USA), Inc.
Industry Investment Banking
Experience
CIMB Securities (USA), Inc. July 2012 - Present
RBS Global Banking & Markets May 2011 - July 2012
RBS Global Banking & Markets October 2009 - May 2011
ABN AMRO Bank May 2006 - October 2009
Credit Lyonnais Securities September 2003 - May 2006
Pershing July 2000 - August 2003
Morgan Stanley Dean Witter January 1999 - July 2000
Skills
Middle Office, Equity Derivatives, Fixed Income, Equities, Prime Brokerage, Securities Lending, Swaps, Derivatives, Options, Structured Products, Bloomberg, Back Office, Bonds, Collateral Management, Hedge Funds, Trading, Fidessa, Trading Systems, Financial Markets, Capital Markets, Securities, Settlement, Investment Banking, Electronic Trading, Corporate Actions, Equity Trading, Market Data, Risk Management, Business Analysis, Management
Education
New Jersey City University 1998 — 2005
Finance, Business
Union Hill High School
Union Hill High School
CIMB Securities (USA), Inc. July 2012 - Present
RBS Global Banking & Markets May 2011 - July 2012
RBS Global Banking & Markets October 2009 - May 2011
ABN AMRO Bank May 2006 - October 2009
Credit Lyonnais Securities September 2003 - May 2006
Pershing July 2000 - August 2003
Morgan Stanley Dean Witter January 1999 - July 2000
Skills
Middle Office, Equity Derivatives, Fixed Income, Equities, Prime Brokerage, Securities Lending, Swaps, Derivatives, Options, Structured Products, Bloomberg, Back Office, Bonds, Collateral Management, Hedge Funds, Trading, Fidessa, Trading Systems, Financial Markets, Capital Markets, Securities, Settlement, Investment Banking, Electronic Trading, Corporate Actions, Equity Trading, Market Data, Risk Management, Business Analysis, Management
Education
New Jersey City University 1998 — 2005
Finance, Business
Union Hill High School
Union Hill High School
Randy Unsworth's Morgan Stanley Dean Witter Experience 1991 - 1995
Job Consultant/Owner at Gulf South Home Inspections
Industry Commercial Real Estate
Experience
KW Commercial 2007 - Present
Gulf South Home Inspections 2006 - Present
La Cuisine Restuarant 1995 - 2005
Morgan Stanley/ Dean Witter 1991 - 1995
H R Unsworth Consultants April 1978 - August 1991
Skills
Real Property, Investment Properties, Investors, Real Estate Development, Real Estate, Real Estate Transactions, Buyer Representation, Relocation, Sellers, Property Management, Leases, REO, Property, Commercial Real Estate, First Time Home Buyers, Referrals, Buyers
Education
University of New Orleans 1971 — 1975
Bachelor's degree, Pre-Law Studies
Louisiana State University
KW Commercial 2007 - Present
Gulf South Home Inspections 2006 - Present
La Cuisine Restuarant 1995 - 2005
Morgan Stanley/ Dean Witter 1991 - 1995
H R Unsworth Consultants April 1978 - August 1991
Skills
Real Property, Investment Properties, Investors, Real Estate Development, Real Estate, Real Estate Transactions, Buyer Representation, Relocation, Sellers, Property Management, Leases, REO, Property, Commercial Real Estate, First Time Home Buyers, Referrals, Buyers
Education
University of New Orleans 1971 — 1975
Bachelor's degree, Pre-Law Studies
Louisiana State University
Ken Novak, CFP®'s Morgan Stanley Dean Witter Experience May 1999 - July 2000
Job Vice President Sr. Financial Consultant at Charles Schwab & Co, Inc.
Industry Financial Services
Experience
Charles Schwab August 2000 - Present
Morgan Stanley Dean Witter May 1999 - July 2000
Education
Miami University 1994 — 1999
Bachelor of Science in Business, Finance, Accounting
Charles Schwab August 2000 - Present
Morgan Stanley Dean Witter May 1999 - July 2000
Education
Miami University 1994 — 1999
Bachelor of Science in Business, Finance, Accounting
Kristi Palmer's Morgan Stanley Dean Witter Experience June 1986 - July 2005
Job Financial Services Management
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
Elizabeth Jennings's Morgan Stanley Dean Witter Experience December 2006 - January 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
Jeffrey Springer's Morgan Stanley Dean Witter Experience 1995 - 1997
Job Director at PWD Systems LLC
Industry Executive Office
Experience
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
PWD Systems LLC November 2011 - Present
Wells Fargo Advisors, LLC July 2007 - November 2011
Morgan Stanley 2004 - 2006
Morgan Stanley 2002 - 2003
Morgan Stanley 1997 - 2002
Morgan Stanley Dean Witter 1995 - 1997
Dean Witter 1993 - 1995
Dean Witter 1992 - 1993
Dean Witter May 1983 - February 1992
Dean Witter 1991 - 1992
Skills
Series 7, Series 63, Series 65, FINRA, Mutual Funds, Wealth Management, Asset Management, Securities, Retirement Planning, Asset Allocation, Uniform Combined State..., Finance, Retirement, Financial Services, Fixed Annuities, Hedge Funds, Portfolio Management, Options, Estate Planning, Strategic Financial..., Trading, Alternative Investments, Investment Advisory, Separately Managed..., ETFs, Investment Strategies, Financial Advisory, Equities, Fixed Income, Wealth Management..., Series 24, Bonds, Investments, IRAs, 401k, Investment Management, High Net Worth..., Wealth, Bloomberg, Financial Planners, Series 6, Financial Markets, Series 3, Series 8
Education
University of Pennsylvania - The Wharton School
Morgan Stanley Executive Program
Hofstra University
Master of Business Administration (MBA)
George Zindel's Morgan Stanley Dean Witter Experience March 1998 - February 2007
Job Senoir Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Dean Witter March 1998 - February 2007
Skills
Investments, Management, Mergers & Acquisitions, Negotiation, Marketing, Insurance, Leadership, Budgets, Sales, Strategic Planning, Strategy, Business Planning, Start-ups, Sales Management, New Business Development, Vendor Management
Education
Moravian College 1966 — 1970
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Wells Fargo Advisors February 2009 - Present
Morgan Stanley Dean Witter March 1998 - February 2007
Skills
Investments, Management, Mergers & Acquisitions, Negotiation, Marketing, Insurance, Leadership, Budgets, Sales, Strategic Planning, Strategy, Business Planning, Start-ups, Sales Management, New Business Development, Vendor Management
Education
Moravian College 1966 — 1970
Bachelor of Arts (BA), Economics
University of Pennsylvania - The Wharton School
Chad Wolsmann's Morgan Stanley Dean Witter Experience 1988 - 2008
Job at ADP
Industry Financial Services
Experience
ADP February 2011 - Present
UBS May 2008 - October 2010
Morgan Stanley Dean Witter 1988 - 2008
Skills
Onboarding, Salesforce.com, Cold Calling, Selling, Direct Sales, Vendor Management, Strategy, SaaS, Account Management, Sales, Sales Process, CRM, Business Development, Solution Selling
Education
Minnesota State University, Mankato 1985 — 1988
Business, Finance, Economics
Naperville North 1980 — 1984
ADP February 2011 - Present
UBS May 2008 - October 2010
Morgan Stanley Dean Witter 1988 - 2008
Skills
Onboarding, Salesforce.com, Cold Calling, Selling, Direct Sales, Vendor Management, Strategy, SaaS, Account Management, Sales, Sales Process, CRM, Business Development, Solution Selling
Education
Minnesota State University, Mankato 1985 — 1988
Business, Finance, Economics
Naperville North 1980 — 1984
Allison Haschke, PHR's Morgan Stanley Dean Witter Experience June 1999 - October 1999
Job Director of Human Resources at Symphony of Evanston
Industry Human Resources
Experience
Symphony of Evanston November 2014 - Present
Mather LifeWays July 2009 - November 2014
Gibsons Restaurant Group December 1999 - December 2008
Morgan Stanley Dean Witter June 1999 - October 1999
Law Offices of Lawrence Friedman 1996 - 1999
Skills
Human Resources, HR Policies, HRIS, Training and..., Recruiting, Strategic Partnerships, Employee Relations, Performance Management, Deferred Compensation, Benefits Administration, Talent Acquisition, Applicant Tracking..., Talent Management, Employee Engagement, Payroll, Performance Appraisal, New Hire Orientations, Job Descriptions, Employment Law, Strategic HR, Screening Resumes, Organizational..., FMLA, Conflict Resolution, Onboarding
Education
National Louis University
Master's Degree, Human Resources Management and Development
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Human Resources Management
Symphony of Evanston November 2014 - Present
Mather LifeWays July 2009 - November 2014
Gibsons Restaurant Group December 1999 - December 2008
Morgan Stanley Dean Witter June 1999 - October 1999
Law Offices of Lawrence Friedman 1996 - 1999
Skills
Human Resources, HR Policies, HRIS, Training and..., Recruiting, Strategic Partnerships, Employee Relations, Performance Management, Deferred Compensation, Benefits Administration, Talent Acquisition, Applicant Tracking..., Talent Management, Employee Engagement, Payroll, Performance Appraisal, New Hire Orientations, Job Descriptions, Employment Law, Strategic HR, Screening Resumes, Organizational..., FMLA, Conflict Resolution, Onboarding
Education
National Louis University
Master's Degree, Human Resources Management and Development
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Human Resources Management
Stephen Attanasio's Morgan Stanley Dean Witter Experience 1982 - 1990
Job Director of Financial Reengineering/Intergration at Valore Partners LLC
Industry
Experience
Valore Partners LLC 2014 - Present
Citi August 2011 - Present
E&Y Global Services Ernst and Young LLP, New York, NY 2009 - August 2011
Ernst and Young LLP, New York, NY 2007 - 2009
Ernst & Young 2002 - 2006
WIZNET, Inc. 1999 - 2002
Ambac 1996 - 1999
Financial Guarantee Insurance Corp. (FGIC) 1991 - 1995
Morgan Stanley Dean Witter 1982 - 1990
Skills
Globalization, Organizational..., Performance Improvement, Risk Management, Organizational..., Strategic Financial..., Project Management, Resource Allocation, Business Process Design, Internal/External..., Finacial Management, Lean Management, Kaizen Leadership, Six Sigma, Profit Maximization, Leadership, Market Risk, Capital Markets, Credit Derivatives, Strategy, Investment Banking, Mergers & Acquisitions, Financial Services, Valuation, Fixed Income
Education
Hope College
B.A., Finance, Economics
Valore Partners LLC 2014 - Present
Citi August 2011 - Present
E&Y Global Services Ernst and Young LLP, New York, NY 2009 - August 2011
Ernst and Young LLP, New York, NY 2007 - 2009
Ernst & Young 2002 - 2006
WIZNET, Inc. 1999 - 2002
Ambac 1996 - 1999
Financial Guarantee Insurance Corp. (FGIC) 1991 - 1995
Morgan Stanley Dean Witter 1982 - 1990
Skills
Globalization, Organizational..., Performance Improvement, Risk Management, Organizational..., Strategic Financial..., Project Management, Resource Allocation, Business Process Design, Internal/External..., Finacial Management, Lean Management, Kaizen Leadership, Six Sigma, Profit Maximization, Leadership, Market Risk, Capital Markets, Credit Derivatives, Strategy, Investment Banking, Mergers & Acquisitions, Financial Services, Valuation, Fixed Income
Education
Hope College
B.A., Finance, Economics
Joseph Breakstone's Morgan Stanley Dean Witter Experience 1986 - 2001
Job Managing Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2012 - Present
KGS-Alpha Capital Markets, L.P. January 2012 - September 2012
MF Global April 2010 - November 2011
Cantor Fitzgerald December 2008 - February 2010
BNP Paribas June 2001 - November 2008
Morgan Stanley July 1986 - May 2001
Morgan Stanley Dean Witter 1986 - 2001
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Equities, Securities, Trading, Series 63, Bloomberg, Alternative Investments, Structured Products, Derivatives, Electronic Trading, Hedge Funds, FINRA
Education
Hofstra University 1983 — 1986
BBA, Finance
Janney Montgomery Scott October 2012 - Present
KGS-Alpha Capital Markets, L.P. January 2012 - September 2012
MF Global April 2010 - November 2011
Cantor Fitzgerald December 2008 - February 2010
BNP Paribas June 2001 - November 2008
Morgan Stanley July 1986 - May 2001
Morgan Stanley Dean Witter 1986 - 2001
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Equities, Securities, Trading, Series 63, Bloomberg, Alternative Investments, Structured Products, Derivatives, Electronic Trading, Hedge Funds, FINRA
Education
Hofstra University 1983 — 1986
BBA, Finance
Keshia Swaby's Morgan Stanley Dean Witter Experience November 1999 - November 2000
Job Senior NAV Portfolio Accountant at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon November 2000 - November 2013
Morgan Stanley Dean Witter November 1999 - November 2000
Skills
Bloomberg, Account Reconciliation, Equities, Accounting, Analysis, Mutual Funds, Securities, Financial Services, Auditing, Fund Accounting, Management, Bonds, Financial Statements, Variance Analysis, Corporate Actions
Education
LIU Brooklyn 2006 — 2008
Master of Business Administration (MBA), Finance
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
The Bank of New York Mellon November 2000 - November 2013
Morgan Stanley Dean Witter November 1999 - November 2000
Skills
Bloomberg, Account Reconciliation, Equities, Accounting, Analysis, Mutual Funds, Securities, Financial Services, Auditing, Fund Accounting, Management, Bonds, Financial Statements, Variance Analysis, Corporate Actions
Education
LIU Brooklyn 2006 — 2008
Master of Business Administration (MBA), Finance
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Elena McDonald's Morgan Stanley Dean Witter Experience April 1997 - March 1999
Job Accounting Assistant at Dallas Services
Industry Human Resources
Experience
Dallas Services February 2009 - Present
Dallas Employment Services February 2009 - Present
Morgan Stanley Dean Witter April 1997 - March 1999
Education
Kaplan University
Bachelors of Science, Legal Studies
Clint High School
Diploma
Career Center of Texas/Medical Office Specialist
ESS College of Business
AAS, Legal Admin. Asst
Dallas Services February 2009 - Present
Dallas Employment Services February 2009 - Present
Morgan Stanley Dean Witter April 1997 - March 1999
Education
Kaplan University
Bachelors of Science, Legal Studies
Clint High School
Diploma
Career Center of Texas/Medical Office Specialist
ESS College of Business
AAS, Legal Admin. Asst
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS