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
QBE North America July 2011 - March 2015
QBE North America June 2008 - June 2011
QBE North America May 2001 - May 2008
TIAA-CREF May 1999 - April 2001
Morgan Stanley Dean Witter June 1996 - April 1999
Skills
Insurance, SDLC, Business Analysis, Data Warehousing, Risk Management, Process Improvement, Requirements Analysis, Financial Analysis, Microsoft SQL Server, SQL, Databases, Accounting, Active Directory, Windows Server, Customer Service, SQL Server Management..., Troubleshooting, System Administration, Database Administration, System Testing
Education
Pace University
Bachelor of Business Administration (BBA), Accounting Information Systems
InSource June 2011 - Present
Morgan Stanley 2006 - Present
School of Visual Arts 1997 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 2001 - 2004
Morgan Stanley Dean Witter 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
The O Group 1997 - 1999
Type Directors Club 1995 - 1999
Parsons School of Design 1992 - 1997
Skills
Graphic Design, Creative Direction, Vendor Management, Team Building, Marketing, Teamwork, Advertising, Brand Development, Logo Design, Art Direction, Typography, Strategy, Corporate Identity, Art, Brand Management, Branding & Identity, Corporate Branding, Creative Strategy, Integrated Marketing, Leadership, Marketing Communications, Direct Mail, Adobe Creative Suite, Web Design, Digital Marketing, Online Marketing, InDesign, Program Management, Social Media Marketing, Management, Illustrator, Email Marketing, Interaction Design, Publishing, Digital Strategy, Adobe Acrobat, Social Media
Education
School of Visual Arts 1985 — 1988
BFA, Graphic Design, Media Communications
Near Me November 2013 - Present
DesksNear.Me May 2012 - Present
Innercircuit Inc. November 2006 - March 2012
Morgan Stanley Dean Witter May 2003 - June 2004
Skills
Social Networking, Business Networking, Start-ups, SaaS, Marketing Strategy, E-commerce, Financial Analysis, Entrepreneurship, Real Estate, Venture Capital, Business Development, Business Strategy, Entrepreneur, Contract Negotiation, Financial Modeling, Due Diligence, Negotiation, Strategic Planning, Executive Management, Online Advertising, Strategic Partnerships, Online Marketing, Email Marketing, Strategy
Education
Notre Dame de Namur University 1999 — 2002
BA, Business, Marketing and Finance
Archbishop Mitty High School 1994 — 1998
RE/MAX Real Estate Concepts March 2014 - Present
Nebraska Home Sales February 2010 - March 2014
Woods Bros Realty 2008 - February 2010
Morgan Stanley Dean Witter 1999 - 2002
Piper Jaffray 1997 - 1999
Skills
New Home Sales, Referrals, First Time Home Buyers, Real Estate, Sellers, Relocation, Residential Homes, Condos, Short Sales, Investment Properties, Buyer Representation, Investors, Selling, Real Estate Transactions, Townhomes, Listings, Sales, Real Property, New Home Construction, ABR, Buyers, First Time Home Sellers
Education
Southeast Community College 1994 — 1996
Child Development
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
Regeneron Pharmaceuticals August 2011 - Present
Genentech August 2006 - August 2011
Morgan Stanley Dean Witter April 2002 - May 2004
Robertson Stephens 2000 - 2002
Skills
Biotechnology, Investment Banking, Equity Research, Lifesciences, Pharmaceutical Industry, Oncology, Commercialization, Technology Transfer, Corporate Development, Due Diligence, Venture Capital, Drug Development, Licensing, Drug Discovery, Valuation
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Healthcare Management
Princeton University 1996 — 2000
BA, Molecular Biology
Qatalyst Partners June 2013 - Present
Morgan Stanley Dean Witter April 2008 - June 2013
Morgan Stanley 2008 - June 2013
JPMorgan Securities Inc. 1996 - 2007
Skills
Analytics, Asset Management, Asset Managment, Business Strategy, Capital Markets, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management, Private Equity, Series 7, Strategy, Valuation, Venture Capital, Bloomberg
Education
Princeton University 1991 — 1995
BA, Religion
SMBC Nikko Securities America June 2013 - Present
TD Securities USA September 2009 - April 2013
TD September 2007 - September 2009
TD April 2006 - September 2007
UBS Financial Services June 2004 - April 2006
NASD June 2001 - February 2004
Brown, Lisle, Cummings, Inc April 1999 - August 2000
Morgan Stanley Dean Witter September 1998 - February 1999
Merit Capital and Associates May 1997 - August 1998
Skills
Compliance, Supervision, Fixed Income, Equity Trading, trading business..., Compliance Monitoring, Broker-Dealer Compliance, Regulatory Examinations, Trading
Education
Salve Regina University 1991 — 1996
Bachelor's degree, English/ Business
Raymond James March 2008 - Present
Banc of America Investments March 2003 - March 2008
Morgan Stanley Dean Witter 1994 - 2003
Oklahoma Army National Guard 1988 - 1996
Education
Oklahoma State University 1988 — 1992
B.S., Business Management
BAHS
Strategic Coach
Strategic Coach
Pulmuone Foods USA, Inc. May 2012 - Present
Brand Sense Partners May 2011 - March 2012
Cappello Capital Corp. July 2007 - May 2011
KeyBanc Capital Markets February 2006 - June 2007
Morgan Stanley Dean Witter April 2005 - February 2006
Skills
Business Strategy, Financial Modeling, Valuation, Due Diligence, Accounting, Corporate Finance, Acquisitions, Mergers, Corporate Development, Strategic Planning, Capital Markets, Capital Raising, Investment Banking, Private Equity, Mergers & Acquisitions, Private Placements, Strategy
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance, International Business
Arcadia High School 1997 — 2001
ATA Services/VA Rocky Mountain Network - Contractor February 2015 - Present
Cherry Creek Athletic Club September 2013 - May 2014
Lockheed Martin July 2013 - May 2014
Southwest & Littleton YMCAs January 2011 - May 2014
Green Mountain Recreation Center November 2010 - July 2011
Rolinc-ATR Staffing @ Frontier Airlines, Inc. December 2009 - July 2011
Ciigroup Smith Barney May 2007 - December 2008
UBS Financial Services, Inc. August 2005 - May 2007
J Scott Securities January 2000 - April 2004
Morgan Stanley Dean Witter August 1991 - January 2000
Skills
Problem Solving, Sales, Financial Services, Communication, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Marketing
Education
Palm Beach State College (formerly Palm Beach Junior College) 1981 — 1983
Associate's Degree, Music Theory and Composition, French, Communications, 3.2
Averill Park High School 1973 — 1977
High School Diploma, Music, French, general studies
Cardinal Health March 2004 - Present
Cardinal Health May 2001 - March 2004
Morgan Stanley Dean Witter 1997 - 2001
Skills
Financial Modeling, Financial Analysis, Budgeting, Forecasting, SOX, Profitability Analysis, Pricing Strategy, Pricing Analysis
Education
Southern Illinois University, Carbondale
Bachelor of Science, Industrial Technology
University of West Florida
Master, Accountancy
Consultant August 2009 - Present
Watermark Careers in Motion July 2009 - Present
Reunion August 1999 - March 2008
Smartshield January 1998 - April 1999
Morgan Stanley Dean Witter March 1996 - September 1997
Willis of Texas, Inc. (formerly Willis Corroon, Inc.) March 1988 - October 1994
Skills
Accounting, Human Resources, Benefits, People Development, Employee Benefits, Servant Leadership, Employee Relations, ADP Payroll, Payroll, Executive Coaching, Interviews, Personnel Management, HR Policies, HRIS, Leadership, Team Building, Benefits Administration, Conflict Resolution, Recruiting, Management, Training, Accounts Payable, Analysis, Social Networking, Microsoft Excel, Budgets, Strategy, Fundraising, Strategic Planning, Program Management, Policy, QuickBooks, Leadership Development, Career Counseling, FMLA, Organizational..., Administration, Employee Training, Negotiation, Event Planning, Coaching
Education
Southern Methodist University
MLA - Evenings, Mediation Conflict Resolution
The University of Texas-Pan American
BBA, Accounting
LPL Financial May 2009 - Present
Kaye Family Wealth Management May 2009 - Present
Morgan Stanley Dean Witter August 1998 - May 2009
Piper Jaffray December 1991 - August 1998
Investment Advisers, Inc. January 1987 - December 1991
Skills
Series 7, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Asset Managment, Financial Advisory, Wealth Management..., Securities
Education
St. Cloud State University 1980 — 1982
BS Business, General Business, Marketing
University of Minnesota-Twin Cities
Pre-dentistry, College of Liberal Arts
Anoka Senior High
College of Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER(TM)
Wharton School, University of Pennsylvania
CIMA(R) Certified Investment Management Analyst
NEW HOPE AND WESLEY METHODIST CHURCH December 2011 - February 2012
STATE OF HAWAII DEPARTMENT OF HEALTH OFFICE OF ENVIRONMENTAL QUALITY CONTROL April 2007 - March 2008
APS HEALTHCARE AFFILIATE OF HMSA January 2006 - June 2006
New Horizons Computer Learning Centers January 2005 - June 2005
TORRE DE ORO DEVELOPMENT CORPORATION January 2002 - December 2004
MORGAN STANLEY DEAN WITTER January 2000 - December 2001
COLDWELL BANKER PACIFIC PROPERTIES KAHALA January 1998 - December 1999
AMERICAN SAVINGS BANK December 1997 - January 1998
Skills
Office Administration, Online Communications, Direct Marketing, Email Marketing, Marketing Strategy, Computer Proficiency, Child Development, Early Childhood..., Microsoft Office, PowerPoint, Customer Experience
Education
Chaminade University 2008 — 2011
Master of Education (M.Ed.), Child Development with Montessori Emphasis
Northern Illinois University 1994 — 1996
Bachelor's Degree, Marketing
KISHWAUKEE COMMUNITY COLLEGE 1992 — 1994
ASSOCIATES DEGREE, Business Administration and Management, General, 3.377
XAVIER UNIVERSITY OR ATENEO DE CAGAYAN DE ORO CITY 1989 — 1991
MARKETING, 3.5
NSHMBA 2012 - Present
Citi February 2011 - Present
NSHMBA January 2010 - December 2011
Citi March 2009 - February 2011
Citi November 2008 - March 2009
National Society of Hispanic MBA's 2007 - 2009
Citigroup December 2006 - October 2008
Citigroup June 2005 - December 2006
Citigroup February 2003 - June 2005
Morgan Stanley Dean Witter February 2001 - June 2002
Skills
Strategic Planning, Strategy, Program Management, Business Analysis, Risk Management, Project Management, Leadership, Financial Risk, Vendor Management, Banking, Product Management, Process Improvement, Management, Budgets, Coaching, Portfolio Management, CRM, Finance, Retail, Nonprofits, Visio, Due Diligence, Spanish, Auditing, Employee Benefits, Microsoft Excel, Accounting, Marketing, Financial Analysis, Software Documentation, Leadership Development, Operations Management, Human Resources, Access
Education
St. Peter's College 2004 — 2007
MBA, Concentration in Risk Management
Rutgers University-New Brunswick 1992 — 1997
BA, Economics & Puerto Rican and Hispanic Caribbean Studies
Ameriprise Financial April 2009 - Present
Halifax Chamber of Commerce 2009 - 2010
Wachovia, A Wells Fargo Company July 2004 - August 2009
Prudential Securities September 2000 - July 2004
Morgan Stanley Dean Witter September 1990 - September 2000
Skills
Lines Of Credit, Insurance, Series 63, Retirement Planning, 401k, Customer Service, Social Networking, Series 7, Team Leadership, Strategic Planning, Marketing, Wealth Management, Microsoft Office, Retirement, Strategic Financial..., Financial Services, Investment Strategies, Event Management, Life Insurance, PowerPoint, Small Business, Financial Goals, Wealth Accumulation, Investments, Estate Planning, Fixed Annuities, Research, Financial Advisory, Public Speaking, Microsoft Excel, New Business Development, Sales, Financial Analysis, Uniform Combined State..., Finance, Investment Advisory, Portfolio Management, Roth IRA, IRAs, Securities, Series 24, Long Term Care Insurance, Saving for Education, Microsoft Word, Asset Allocation, Financial Planning
Education
Rutgers University-New Brunswick 1971 — 1972
Union College (KY) 1967 — 1970
Biology
Lifetime Learning Consultants, LLC. January 2009 - Present
Prudential November 2001 - January 2009
Chronos Training & Consulting November 1999 - November 2001
Morgan Stanley Dean Witter April 1998 - November 1999
The MONY Group May 1990 - April 1998
the mony group 1983 - 1998
Mutual of New York (MONY) 1983 - 1998
Skills
Project Management, Adult Education, Program Management, Management, Instructor-led Training, Training, Employee Training, Instructional Design, PowerPoint, Vendor Management, Change Management, Sales Management, Customer Service, Process Improvement, Talent Management, Team Building, Sales, Business Analysis, Leadership
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2007
M.Ed., Instructional Design
Penn State University
M.Ed., Instructional Design
BNY Mellon January 2014 - Present
Autism New Jersey April 2011 - Present
Computershare December 2011 - January 2013
BNY Mellon, New York August 2010 - December 2011
JPMorgan Chase June 2007 - August 2010
Morgan Stanley Dean Witter 1993 - 2001
Swiss Bank Corporation 1984 - 1992
Skills
Equities, Fixed Income, Financial Services, Risk Management, Asset Management, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Banking, Financial Markets, Derivatives, Securities, Strategy
Education
Pace University - Lubin School of Business 1989 — 2014
Bachelor of Science in Business Economics
Booz Allen Hamilton October 2013 - Present
Life Cycle Engineering September 2012 - October 2013
CIBER, Inc. October 2007 - March 2011
Unisys June 2007 - August 2007
Northrop Grumman December 2004 - June 2007
Northrop Grumman August 2000 - December 2004
Morgan Stanley Dean Witter May 1999 - August 1999
Morgan Stanley Dean Witter August 1998 - January 1999
Skills
Government Contracting, Process Improvement, DoD, Contract Management, Military, Analysis, Earned Value Management, Forecasting, Integration, Program Management, Government, Defense, Requirements Analysis, Budgets, Business Analysis, Accounting, Auditing, Managerial Finance, Management Consulting, Management, Security Clearance, Internal Controls, Financial Reporting, Financial Analysis, Finance, Risk Management, Account Reconciliation, Business Process...
Education
Virginia Polytechnic Institute and State University 1996 — 2000
Bachelor of Science, Finance
Northern Virginia Community College 2011 — 2013
Certificate, Accounting
Citi January 2007 - January 2010
SS&C GlobeOp January 2003 - January 2005
Scotia International Inc January 2000 - January 2002
Morgan Stanley Dean Witter January 1999 - January 2000
The Bank of New York January 1998 - January 1998
Skills
Reconciliation, PowerPoint, Spreadsheets, Excel, Data Entry, Microsoft Office, Outlook, Account Reconciliation
Education
St. Thomas Aquinas College 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice and Social Science
New York University December 2003 - Present
AIG 1996 - 2003
Morgan Stanley Dean Witter 1991 - 1996
Skills
Health & Welfare..., Employee Benefits
Education
St. Joseph's College 2000 — 2002
MA, Business Management
St. Joseph's College 1992 — 1996
BS, Business
Ameriprise Financial Services, Inc. June 2011 - Present
Witt Financial December 2010 - June 2011
LPL Financial December 2010 - June 2011
Smith Barney ~Peninsula Group April 2007 - January 2010
UBS Financial Services March 2006 - April 2007
Janney Montgomery Scott August 2005 - March 2006
Morgan Stanley Dean Witter March 2003 - June 2005
Morgan Stanley Dean Witter June 1999 - March 2003
Skills
Series 7
Education
Canyon Del Oro High School
Pima Community College
Business Finance
University of Arizona
Business Finance
Zip Tip July 2015 - Present
Papillion Quantique Management January 2009 - July 2015
Browning Associates April 2008 - January 2009
Seacrest Medical Review 2001 - 2001
Advest, Inc. 1999 - 2001
Morgan Stanley Dean Witter 1997 - 1999
EPMedSystems, Inc. 1995 - 1996
Prism Access (formerly EFortress) 1994 - 1995
Bio-Technologies of RI 1985 - 1994
Skills
Business Development, New Business Development, Management, Business Strategy, Investments, Pharmaceutical Industry, Start-ups, Finance, Mergers & Acquisitions, Sales, Strategy, Competitive Analysis, Business Planning, Entrepreneurship, Venture Capital, Biotechnology, Cross-functional Team..., Leadership, Strategic Planning, Project Management, Medical Devices, Process Improvement, Marketing, Marketing Strategy, Contract Negotiation, Consulting, Team Building, Due Diligence, Strategic Partnerships
Education
Sacred Heart University
BS, Business
Oxy October 2014 - Present
Zukowski, Bresenhan, Sinex & Petry, LLP October 2013 - October 2014
Martin, Bode, Werner & Mann March 2011 - October 2013
Railroad Commission of Texas June 2001 - May 2011
Michael O'Neil, P.C. 1999 - 2001
Morgan Stanley Dean Witter 1998 - 1999
Skills
Litigation, Energy Industry, Licensing, Petroleum, Legal Research, Pipelines, Gas, Natural Gas, Mergers & Acquisitions, Trademarks, Drilling, Legal Writing, Joint Ventures, Due Diligence, Commercial Litigation, Corporate Law, Contract Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Finance
University of Arkansas at Fayetteville
BA, Economics
University of Arkansas at Little Rock, William H. Bowen School of Law
JD
CVS Health 1997 - Present
The CARA Group, Inc. 1995 - 1997
Medco Health Solutions 1995 - 1995
CBS Corporation 1990 - 1995
Morgan Stanley Dean Witter 1985 - 1990
Skills
SDLC, Requirements Analysis, Data Warehousing, Software Project..., Business Intelligence, Visio, Business Analysis, Database Design, Enterprise Architecture, Data Modeling, Integration, Requirements Gathering, SOA
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA, FINANCE
New York University
IT CERTIFICATION, APPLICATION PROGRAMMING / DATABASE TECHNOLOGY & DESIGN
Seton Hall University
BA, ECONOMICS
Woodbury Financial Services January 2001 - Present
Morgan Stanley Dean Witter May 1986 - December 2000
Skills
Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Investments, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Financial Advisory, Finance, Estate Planning, Portfolio Management, Series 63, Retirement, IRAs, Investment Advisory, Life Insurance, Alternative Investments, Equities, Securities
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science, Business/Hotel Administration
Paul Smith's College 1977 — 1979
A.A.S, Hotel Administration
Potsdam High School 1974 — 1977
Diploma
Type Matters 1996 - Present
Trolley Museum of New York 1983 - Present
APL programming community 1970 - 2010
Bank of America 2004 - 2006
Morgan Stanley Dean Witter 1998 - 2002
SIG APL 1990 - 2002
IBM 1967 - 1998
IBM 1967 - 1998
Skills
Typography, Programming, Java, Software Development, SQL, Data Mining, Unix
Education
Penn State University
Systems Research Institute
StarGFX June 2000 - Present
Caravello Studios June 2000 - December 2011
Morgan Stanley Dean Witter May 1996 - June 2000
Skills
Art Direction, Typography, Advertising, Logo Design, Graphic Design, Corporate Identity, Brochures, Creative Direction, Illustration, InDesign, Adobe Creative Suite, Illustrator, Website Development, Photoshop, Posters, Web Development, Marketing, Copywriting, Branding & Identity, Graphics, Brand Development, Image Manipulation, Direct Mail, Mac, Email Marketing, Web Design, Magazines
Education
School of Visual Arts
Noble Payment Technologies April 2013 - Present
The Albright Group August 2010 - May 2013
Nelnet Transaction Solutions July 2009 - October 2010
Moneris Solutions November 2002 - July 2009
Dataco 1999 - 2002
Morgan Stanley Dean Witter December 1994 - January 1999
Sara Lee June 1991 - October 1994
Kraft General Foods 1988 - 1991
Oscar Mayer 1988 - 1991
First Illinois Bank 1985 - 1986
Skills
Strategic Partnerships, Strategy, Business Development, Integrated Marketing, Management, Leadership, Marketing Strategy, B2B, Marketing, Sales, Start-ups, Mobile Payments, Relationship Management, Consulting, Contract Negotiation, Sales Management, Electronic Payments, Credit Cards, Financial Analysis, Product Management, Payment Systems, Program Management, Product Development, E-commerce, Executive Management, Competitive Analysis, Business Analysis, Mobile Commerce, New Business Development, CRM, Business Strategy, Customer Acquisition, Web Marketing, Financial Services, Payments, Risk Management, Strategic Planning, Cross-functional Team...
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Strategy, Marketing
University of Wisconsin-Madison 1979 — 1984
Bachelor of Science, Economics
Horlick h.s.
Bank Leumi October 2009 - Present
Morgan Stanley Dean Witter June 2009 - Present
Integrated Solutions June 1984 - Present
Integrated Solutions June 1984 - Present
Genesis10 2009 - 2010
Ivy Asset Management 2006 - 2009
Citigroup (Citibank) 1978 - 2006
Citigroup 1975 - 2006
Lambda Technology 1979 - 1984
Lambda Technology 1979 - 1984
Education
Queens College
BS, Mathematics
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Habitat for Humanity International 2006 - Present
Ceridian HCM December 2012 - Present
Ceridian September 2010 - December 2012
Ceridian October 2007 - September 2010
Ceridian June 2005 - October 2007
Ceridian July 2002 - June 2005
Morgan Stanley Dean Witter July 2000 - July 2002
Flooring America March 1998 - July 2000
Montgomery Ward March 1994 - March 1998
Retail Sales March 1990 - March 1994
Skills
Process Improvement, Leadership, Employee Benefits, Management, CRM, Project Planning, Call Centers, Customer Service, Vendor Management, Microsoft Office, Coaching, Outlook, Time Management, Training, Microsoft Excel, Leadership Development, Business Analysis, Employee Relations, Program Management, Project Management, Performance Management, Budgets, Organizational..., Human Resources, Software Documentation, Analytics, Business Process, Visio, Sales, Analysis, Strategic Planning, Change Management, Data Analysis, Benefits Administration, PeopleSoft, Team Leadership, Account Management, Recruiting, Payroll, Team Building, Business Process..., Access
Education
Saint Leo University 2000 — 2003
BA, Human Resource Administration with a minor in Management
Connors Wealth Management April 2009 - Present
Raymond James Financial Services April 2002 - April 2009
Morgan Stanley Dean Witter April 1998 - April 2002
Skills
Wealth Management, Estate Planning, Asset Management, Portfolio Management, Retirement, Financial Planning, Investments, General Securities..., Fixed Annuities, Variable Annuities, Indexed Annuities, General Insurance, Roth IRA, Traditional IRA, Simple IRA, Mutual Funds, Municipal Bonds, 401k Rollovers, Capital Management, Asset Allocation
Education
Norwich University 1987 — 1991
Bachelor of Arts (BA)
Webster University 1996 — 1997
MBA, Business Administration
MBI Health Services May 2013 - Present
UHMS June 2012 - July 2014
SAFE May 2010 - August 2010
Morgan Stanley Dean Witter October 2007 - August 2008
Morgan Stanley Dean Witter October 2007 - August 2008
Skills
Spanish, Criminal Law, Microsoft Office, Psychology, Community Outreach, Nonprofits, Social Services, Fundraising, Volunteer Management, Program Development, Mental Health, Adolescents, Program Evaluation, Case Management, Public Speaking, Community Development, Resume Writing, Event Planning, Child Welfare, Mental Health Counseling, Human Rights, Interventions, Crisis Intervention, Career Counseling, Conflict Resolution, Group Therapy, Youth Development, Leadership Development, Cpr Certified, Critical Thinking, Community Engagement, Behavioral Health, Life Transitions, Counseling Psychology, Curriculum Design
Education
University of New England 2012 — 2014
Master of Social Work (MSW), Social Work
South Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Psychology
VHA February 2013 - Present
MedAssets April 2010 - January 2013
Benefit Harbor April 2008 - April 2009
TXU Energy July 2007 - April 2008
Adidas August 2006 - June 2007
Wachovia Securities February 2005 - May 2006
Morgan Stanley Dean Witter August 2004 - February 2005
Skills
Pivot Tables, Vlookup, Financial Analysis, Cross-functional Team..., Data Analysis, Finance, Leadership, Analysis, Research, Management, Analytics, Accounting, Furniture, Upholstery, Marketing, Portfolio Management, Antique Restoration, Process Improvement
Education
Southern Methodist University 2002 — 2006
Finance, Finance
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Finance
Plano East Senior High 2000 — 2002
BBC Chartering August 2007 - Present
Morgan Stanley Dean Witter February 1997 - September 2004
NYK North America October 1989 - August 1995
Nautilus Leasing UK March 1984 - August 1988
Port of Long Beach February 1982 - March 1984
Skills
Ocean, Freight, International Logistics, Transportation, 3PL, Ports, Logistics Management, Shipping, Logistics, Ocean Freight, International Trade, Container, Transportation..., Maritime, International Shipping, International Business, Project Cargo, New Business Development, Reefer, International Sales, Break Bulk, Export, Warehousing, Reverse Logistics, Freight Forwarding, Maritime Operations, Customs Brokerage, Trucking, Contract Negotiation, Supply Chain Management, Procurement, Marine Engineering, Supply Chain, Import, Forwarding, Customs Regulations, Air Freight, Negotiation, Operations Management, SEA, Supply Chain..., Pricing, LTL, Fantasy Baseball, Fire Safety
Education
St. Mary's College of California 1973 — 1976
BS Business Administration
Crespi Carmelite High School 1969 — 1972
HS Diploma
PNC Financial Services November 2012 - Present
After School Activities Partnership June 2003 - Present
Philadelphia Downtown Marriott January 1997 - Present
Pillar Financial Trust: Ameriprise Financial Services, Inc. August 2011 - July 2012
Santander Investment 2012 - 2012
Wachovia, S NJ April 2003 - February 2011
Hyperion Bank 2011 - 2011
Morgan Stanley Dean Witter October 1998 - November 2002
Mobile Assessment Systems June 1996 - November 1998
Cooper Occupational Health May 1991 - December 1997
Education
Rutgers University – Camden 2002 — 2004
MBA, Finance
Temple University 1989 — 1995
Bachelor of Science, Kinesiology
William Tennent
JP Morgan Chase Bank N.A. July 2014 - Present
Morgan Stanley Smith Barney 2006 - 2010
HSBC Securities 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Education
Ohio University
BFA, Dance
Shaker Hts. High
Wells Fargo Advisors, LLC. August 2006 - Present
Morgan Stanley Dean Witter 1996 - 2006
Morgan Stanley Dean Witter 1985 - 1996
Skills
Equities, Securities, IRAs, Investment Strategies, Alternative Investments, Fixed Annuities, 401k Rollovers, Financial Advisory, 529 Plans
Education
San Jose State University
BA Business, Emphasis in Economics and Sciences
Santa Clara University
Undergraduate Studies
Bellarmine College Preparatory
Holds FINRA Series 3, 7, 8, 63, 65 registrations.
Stifel Financial Corp. July 2015 - Present
TIAA-CREF October 2010 - July 2015
New England Securities February 2010 - October 2010
Banc of America Investment Services August 2004 - February 2010
Morgan Stanley Dean Witter October 1998 - August 2004
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Retirement, Investment Advisory, Fixed Annuities, Mutual Funds, Investments, Asset Allocation, Strategic Financial..., 401k, Estate Planning, Investment Strategies, 401k Rollovers, Securities
Education
Northern Illinois University
American Beacon Advisors August 1998 - Present
American Beacon Advisors December 1990 - July 1998
Morgan Stanley Dean Witter 1983 - 1990
Skills
Mutual Funds, Financial Analysis, Series 6, Investments, Private Equity, Wealth Management, Series 63, Due Diligence, Alternative Investments, Equities, Mergers & Acquisitions, Securities, Investment Strategies, Asset Managment, Relationship Management, Investment Advisory, Asset Management, Risk Management, 401k
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Rice University 1977 — 1981
BA, History and Economics
Rall Capital Management, Inc September 2004 - Present
CPA Wealth Management 2000 - 2004
Prudential Securities 1998 - 2000
Morgan Stanley Dean Witter 1994 - 1998
Skills
Wealth Management, Financial Advisory, Investments, Wealth, Wealth Management..., Retirement Planning, Certified Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Finance, IRAs, 401k, Portfolio Management, Personal Finance, Asset Allocation, Strategic Financial..., Leadership, Coaching, Asset Management, Mutual Funds, Investment Strategies, Trusts, High Net Worth..., Life Insurance, Asset Managment, Financial Planning, Retirement Income..., Wealth Accumulation
Education
Ohio University 1976 — 1980
Bachelor of Science, Communication
Groveport-Madison High 1971 — 1975
College Prep
Wells Fargo Advisors, LLC January 2009 - Present
Morgan Stanley Dean Witter 2000 - January 2009
Skills
Retirement Planning, Investment Strategies, Investments, Retirement, 401k, Financial Advisory, Asset Management, 401k Rollovers, Mutual Funds, IRAs, Finance, Pensions, 529 Plans, High Net Worth..., Asset Allocation, Alternative Investments, Securities, Separately Managed..., ETFs, Tax Free Income, Asset Managment, Fiduciary, Fixed Annuities, Bonds, FINRA, Simple IRA, Equity Trading, Wealth Accumulation, Hedge Funds, Estate Planning..., Variable Annuities, Financial Services, Fixed Income, Wealth, Retirement Plan..., Equities
Education
NYU
Cisco Systems March 2010 - Present
M Squared Consulting January 2007 - March 2010
Blackbaud - formerly GetActive Software June 2006 - November 2006
Morgan Stanley 2001 - 2002
Morgan Stanley Dean Witter 2000 - 2001
Lightspeed Interactive 1999 - 2000
Skills
PMO, Program Management, Software Development, Product Management, Engineering, Mediation, Technical Services, SaaS, Cross-functional Team..., Change Management, Agile Methodologies, PMP, Project Management, Vendor Management, Management Consulting, Professional Services, Software Project..., Agile Project Management, Integration, Business Analysis, Business Intelligence, Requirements Analysis, Team Building, Business Development, E-commerce, Consulting, Management, Strategy, Cloud Computing, Leadership, Cisco Technologies, Telecommunications, Start-ups, Enterprise Software, Data Center, Analysis, Security, Training, Process Improvement, ITIL, Strategic Planning, Business Transformation
Education
University of California, Berkeley
San Francisco State University
Ameriprise Financial Services, Inc. August 2011 - Present
Edward Jones September 2000 - August 2011
George S. May International April 2000 - September 2000
Merrill Lynch & Co., Inc. August 1998 - April 2000
Morgan Stanley Dean Witter November 1995 - August 1998
The DuBois Press / Cohber Press Inc. September 1979 - November 1995
Education
Rochester Institute of Technology 1975 — 1979
BS, Business Administration, Marketing, Finance
Eastridge High School 1971 — 1975
Baxalta September 2014 - Present
Baxter Healthcare May 2012 - September 2014
Merz Pharmaceuticals, LLC August 2010 - May 2012
Allergan May 2007 - August 2010
UCB Pharma June 2001 - May 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Pharmaceutical Sales, Neurology, Managed Care, Pharmaceutical Industry, Hospital Sales, Dermatology, Pulmonology, Sales Effectiveness, Territory Management, Product Launch, Biotechnology, Allergy, Sales Force Development, Healthcare, Sales Operations, Training, Sales, Selling, Infectious Diseases, Medical Devices, Team Building, Market Access, Diabetes, Orthopedic, OB/GYN, Selling Skills, Cardiology, Hospitals, Clinical Trials
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (M.B.A.)
Villanova University
BA
Fred Alger Management, Inc. July 2009 - Present
Dreisbach Design Inc. October 2007 - December 2008
Morgan Stanley February 2005 - October 2007
Morgan Stanley Dean Witter January 2004 - February 2005
AllianceBernstein June 2003 - January 2004
Morgan Stanley Dean Witter May 2000 - June 2003
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Hedge Funds, Asset Allocation, Series 7, Investments, Portfolio Management, Marketing, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Quantitative Finance & Entertainment/Media
Rutgers University-New Brunswick 1996 — 2000
BA, Economics & Art History
DOCUmation November 2014 - Present
TOP PRODUCERS MARKETING December 2009 - Present
AMC Youth Service September 2008 - Present
CBS Radio / Texas Rangers Radio Network November 2005 - September 2008
Raymond James Financial January 1999 - November 2005
Morgan Stanley Dean Witter January 1995 - January 1999
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Marketing Strategy, Sales, Marketing Communications, Securities, Risk Management, Management, Sales Management, Insurance, Banking, Advertising, Training, Marketing, Budgets, Leadership, Public Speaking, Program Management, Sales Process, Small Business, Customer Retention, Customer Service, Strategy, Executive Management, Team Building
Education
University of Phoenix 2008 — 2010
Masters of Business Administration, Marketing Management
University of Phoenix 2008 — 2009
Master of Business Administration (M.B.A.), Business Management and Marketing, 3.89/4.00 GPA, Member of the Delta Mu Delta International Business Honor Society
Ohio University 1975 — 1979
Bachelor of Science, Business and Communications, 3.05/4.00 GPA
Dan Weinrib July 2013 - Present
SCBUA February 2000 - Present
The Ron Agency - Allstate December 2014 - May 2015
Gibbons Graham May 2013 - June 2013
Sirote Permutt December 2011 - April 2013
Baker Valuation November 2009 - October 2011
Jefferson County January 2003 - September 2009
Aura Financial Services July 1998 - January 2003
Morgan Stanley Dean Witter January 1997 - March 1998
Skills
Business Communications, Personnel Management, Money Management, Real Estate, Strategic Planning, Public Speaking, Public Sector, Public Administration, Management Consulting, Small Business, Budgets, Mediation, Sales, Litigation, Management, Policy, Government, Leadership, Economic Development, Public Relations, Investments, Customer Service, Social Media, Fundraising, Commercial Litigation, Nonprofits, Legal Writing, Grant Writing, Advertising, Research, Commercial Real Estate, Community Outreach, Civil Litigation, Project Management, Analysis, Non-profits, Legal Research, Contract Negotiation, Trials
Education
Harry Wendelstedt School of Umpires 2000 — 2000
Certification, Baseball
University of Alabama 1995 — 1996
MPA, Public Administration
Northwestern University 1988 — 1992
Bachelors, Journalism
LAMP
LAMP
Fremont Bank December 2003 - Present
Citibank NA April 2003 - November 2004
Market Star November 2001 - April 2003
Morgan Stanley Dean Witter January 1999 - September 2002
Skills
Banking, Credit, Mortgage Lending, Commercial Banking, Loans, Credit Analysis, Mortgage Banking
Education
San Francisco State University
Communications, International Business
Wells Fargo Advisors, LLC January 2009 - Present
Smith Barney 2006 - January 2009
Legg Mason January 1999 - 2006
Morgan Stanley Dean Witter 1989 - 1999
Skills
Investment Strategies, Financial Advisory, Asset Allocation, Retirement Planning, 401k Rollovers, Fixed Income Strategies, Tax-advantaged..., Business Owner Planning, Succession Planning, Concentrated Stock, Multi-generational..., Wealth Preservation..., Estate Planning..., Risk Management, Stock Market Analysis, Insurance
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Management Analyst Education Program
Nichols College 1984 — 1988
Bachelor's Degree, Business
Saint John's High School, Shrewsbury, MA 1980 — 1984
High School
Chestnut Hill Wealth Management Group 2014 - Present
LPL Financial November 2005 - 2013
Smith Barney November 1995 - November 2005
Morgan Stanley Dean Witter April 1994 - November 1995
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Pensions, Securities, IRAs, Education Funding, Estate Planning, Series 7, Investment Advisory, Investment Strategies, 401k Rollovers, Wealth, Long-term Care, Series 65, Retirement, Financial Services
Education
Northeastern University 1984 — 1989
Bachelor of Science Business, Marketing / International Business
Boston College High School 1980 — 1984
Conde Nast January 2007 - Present
Condé Nast Publications December 1998 - December 2007
Morgan Stanley Dean Witter June 1990 - December 1998
Skills
Facilities Management, Financial Analysis, Accounting, Budgets, Customer Service, Microsoft Office, Microsoft Excel, Forecasting, Financial Reporting
Education
St. John's University
Annie Leibovitz Studios July 2014 - April 2015
GTIS Partners May 2005 - June 2014
Advest, Inc. June 1999 - September 2004
Morgan Stanley Dean Witter January 1998 - May 1999
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Outlook, Customer Service, Training, Due Diligence, Recruiting, Notary Public
Education
Ramapo College of New Jersey 1994 — 1998
PriceMDs.com May 2013 - Present
Investor 2003 - May 2013
Cryoport 2003 - 2003
UBS Investment Bank 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1996 - 1998
Olde Private Brokerage January 1993 - 1995
Skills
Start-ups, Business Strategy, Investment Banking, Mergers, Equities, Corporate Finance, Valuation, Venture Capital, Debt, Trading, Investments, Bonds, Securities, Emerging Markets, Financial Modeling, New Business Development, Due Diligence, Corporate Development, Mergers, Private Equity, Finance, Funding, IPO, Mergers & Acquisitions, Capital Markets, Asset Management, Management, Hedge Funds, Alternative Investments, Portfolio Management, Strategic Planning, Financial Analysis, Strategy, Entrepreneurship, Fixed Income, Business Development, Leadership, Marketing Strategy
Education
Penn State University 1990 — 1993
BS, Logistics, Materials, and Supply Chain Management
evergren high School 1987 — 1990
National American Insurance Company November 2012 - Present
Inmark Solutions, Inc December 2010 - November 2012
Mercury Insurance Group August 2002 - December 2010
Hartford Insurance Group August 2000 - August 2002
Morgan Stanley Dean Witter August 1998 - August 2000
Love's Country Stores August 1994 - June 1998
Skills
Public Relations, Relationship Development, Advertising, Promotions, New Business Development, Strategic Planning, Team Building, Marketing, Sales, Training, Insurance, Operations Management, Account Management, Sales Management, Marketing Strategy, Competitive Analysis, Business Planning, Strategy, Merchandising, Marketing Communications, Negotiation, B2B, Process Improvement, Business Development, Customer Service, Management, Leadership, Pricing
Education
University of Central Oklahoma 1986 — 1993
BA: Journalism, Major Advertising, Minor: Sociology, Emphasis: Graphic design
Oklahoma State University 1984 — 1986
BA, Journalism, Sociology, Graphic design
Bishop McGuinness High School 1980 — 1984
H.S. Diploma, Science, Photography, Drama
Syntal Capital Partners, LLC October 2013 - Present
Syntal Capital Partners, LLC October 2013 - Present
Merrill Lynch June 1990 - October 2013
Morgan Stanley Dean Witter September 1995 - November 1996
Skills
Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, Microsoft Office, PowerPoint, English, Windows, Research, Outlook
Education
Pikes Peak Community College 1989 — 1990
Industrial Safety & Mine Safety, Dean's List
One Palm Internet Marketing February 2008 - Present
Mortgage Banker September 2003 - November 2008
Laurus Group February 2007 - January 2008
UBS PaineWebber April 2000 - June 2002
Morgan Stanley Dean Witter April 1999 - February 2000
Skills
SEO, Lead Generation, Online Advertising, PPC, Marketing, Advertising, Google Adwords, Blogging, Web Design, New Business Development, Small Business, Event Planning, Photoshop, Newsletters, Mortgage Lending, HTML, Sales, Marketing Strategy, Online Marketing
Education
Orange Coast College
Marketing
TIAA-CREF April 2015 - Present
Bank of America Merrill Edge January 2012 - Present
Citi Personal Wealth Management May 2011 - December 2011
Citi Smith Barney November 2008 - May 2011
Oppenheimer & Co. Inc August 2001 - November 2008
Morgan Stanley Dean Witter September 2000 - December 2000
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Finance, Asset Allocation, Strategy, Financial Services, Series 7, Financial Advisory, Capital Markets, Management, Financial Planning, Financial Risk, Mutual Funds, Banking, Asset Management, Relationship Management, Equities, Fixed Income, Insurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2001
B.A, Economics Minor: Philosophy Concentrations: Accounting, Finance, International Economics
StrollerTraffic January 2013 - January 2015
Everyday Health WhatToExpect.com DailyGlow.com January 2009 - December 2014
Time Inc. Real Simple April 2008 - January 2009
Everyday Health Inc. April 2004 - April 2008
Be Healthy & Beautiful Magazine 2002 - 2006
Morgan Stanley Dean Witter 2003 - 2004
Blissworld 2002 - 2002
Clinique 2001 - 2002
OppenheimerFunds 2000 - 2002
Skills
Copywriting, Online Advertising, Digital Media, Advertising, Marketing, Online Marketing, Digital Strategy, Social Media, Digital Marketing, Magazines, Content Strategy, Strategy, Brochures, SEO, SEM
Education
S.I. Newhouse School of Public Communications at Syracuse University 1996 — 2000
B.A., Magazine Journalism; Dual Major with Policy Studies, 3.7
Q4 Web Systems 2014 - Present
LOYAL3 2012 - 2014
My Social Mashup / Social MarCom - Acquired by Private Company 2011 - 2013
NASDAQ OMX 2005 - 2011
Shareholder.com - Acquired by NASDAQ in 2006 2005 - 2011
Schwab Soundview Capital Markets 1999 - 2005
Morgan Stanley Dean Witter 1996 - 1999
Skills
Entrepreneur, Social Entrepreneurship, Intrapreneurship, Financial Sector, Capital Markets, Trading, Market Data, Deal Making, Strategic Planning, Investor Relations, Public Relations, Corporate Communications, P&L Management, Sales Management, Sales Process, Direct Sales, Software Sales, SaaS, PaaS, Social Media, Business Relationship..., Sales Trainings, Team Motivator, SEO, SMO, Board Relations, Strategic Partnerships, Consultative Selling, Mentoring Of Staff, corporate sales, Software Project..., Brand Development, Start-ups, Investments, Stock Market, Investment Products, eCRM, Loyalty Marketing, Digital Strategy, Development of..., Disruptive Technologies, Entrepreneurship, Sales, Project Management, Fundraising, Financial Services, Leadership, Marketing, Marketing Communications, Strategy
Education
Rutgers University
Mini MBA - Social Media Marketing
University of Pennsylvania - The Wharton School
Sales, Entrepreneurship
Wagner College
Business Administration
Ambac September 2009 - August 2015
General Motors Asset Management June 2006 - September 2009
Invesco Ltd. June 2002 - June 2004
Morgan Stanley Dean Witter March 2000 - September 2001
Skills
Fixed Income, Derivatives, Investments, Valuation, Operations Management, Fair Market Value, Asset Managment, Pricing Analysis, Loan Pricing, Securities, Trading, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Risk Management, Equities
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance, Accounting
GTxcel September 2012 - Present
GTxcel March 2011 - September 2012
Dana-Farber Cancer Institute April 2010 - February 2011
MFS Investment Management May 2007 - July 2008
MFS Investment Management April 2006 - May 2007
MFS Investment Management April 2005 - April 2006
MFS Investment Management December 2003 - June 2004
Morgan Stanley Dean Witter March 2003 - July 2003
CVS Pharmacy May 2001 - March 2002
Skills
Inter-departmental..., Management, Zendesk, Content Management, JIRA, Hubspot, Formstack, Confluence, OpenX, Customer-focused Service, Agile Project Management, WordPress, Salesforce.com, Organization, Google Docs, Customer Satisfaction, Digital Media, Fundraising, Teamwork, Publishing, Multi Tasking, Technical Support, Customer Service, Digital Editions, Mobile Apps, Collaboration, Drupal, Program Facilitation, iOS, Eagle PACE, Volunteering, Bloomberg, Outlook, Project Management
Education
Northeastern University 2000 — 2005
Dual, BS in Finance and Management Information Systems
Millbury High School 1996 — 2000
Diploma, College Prep
Scan Systems Corp. November 2008 - Present
Sterling McCall Lexus 1999 - 2008
Morgan Stanley Dean Witter 1997 - 1998
Skills
Sales, Sales Management, New Business Development, Negotiation, Contract Negotiation, Strategic Planning, Budgets, Account Management, Product Development, Operations Management, Marketing Strategy, Manufacturing, Management, CRM, International Sales, Marketing, Logistics
Education
Sam Houston State University
BA
Oakley 2013 - Present
Toshiba America 2013 - 2013
State Street 2011 - 2013
Capital Group 2010 - 2011
Warner Bros. 2007 - 2010
Delphi Automotive Systems 2004 - 2007
HTC Global Services 2000 - 2007
Thomson Gale July 2003 - January 2004
Morgan Stanley Dean Witter 2000 - 2001
Skills
java, J2EE, Struts,..., Microsoft SQL Server, SOA, Web Services, Agile Methodologies, SQL, Scrum, Java, Software Project..., Oracle, Java Enterprise Edition, Hibernate, JSF, Enterprise Architecture, JavaScript, Spring, Cloud Computing, DB2, Weblogic, Design Patterns, J2EE Application..., Requirements Analysis, Integration, Software Development, Unix, Tomcat, Struts, SDLC, Websphere, XML, .NET, Analysis, Linux, Eclipse, jQuery, Databases, JSP, MySQL, Data Warehousing, LoadRunner, EJB, PL/SQL, JMS
Education
Sri Venkateswara University 1993 — 1997
Engineering
Phoenix Lithographing 2003 - Present
Smith Barney 1998 - 2003
Morgan Stanley Dean Witter 1993 - 1998
Education
Rutgers University 1988 — 1992
Bachelors, Finance and Psychology
Cherokee HS Marlton, NJ 1985 — 1988
Vegas Grand Realty & Property Management January 2012 - Present
Independence Realty April 2009 - December 2011
ERA Mesquite, Nevada July 2008 - April 2010
National Association of Realtors 1977 - 2010
National Association of Realtors 1977 - 2010
Mesquite GMAC October 2005 - July 2008
Land Sales 2003 - 2008
Cooper Communities January 1995 - July 2003
Morgan Stanley Dean Witter October 1998 - June 2001
Crown Point, Arkansas January 1991 - October 1995
Skills
Sellers, Realty, Real Estate Transactions, Leases, Condos, REO, Real Estate, Real Estate Development, Real Property, Buyer Representation, Home, Farms, Property Management, Investors, Real Estate Economics, Single Family Homes, New Homes, Property, Investment Properties, ABR, Buyers, Referrals, 1031 Exchanges, Land Acquisition, Selling, Seller Representation, Acreage, Ranch, Income Properties, National Association of..., Listings, Real Estate Investor, Real Estate Marketing, Brokerage, Townhomes, HUD, Relocation Buyers, Relocation, Foreclosures, Luxury, Seniors, Short Sales, Council of Residential..., Vacation Homes, First Time Home Buyers, Residential Homes, Sales
Education
Wood Badge 2001 — 2001
Boy Scouts of America, Leadership
Morgan Stanley Dean Witter 1998 — 1999
Financial Advsor, Stock Brokerage/ Financial Services
Bentonville/Bella Vista Chamber of Commerce Leadership Training Program 1997 — 1998
Leadership/community services
Real Estate 1996 — 1996
ABR, Buyer Representation
Arkansas Board of Education 1992 — 1992
BSB, Arkansas State Board of Education Training Program
Dale Carnegie National Training Program 1985 — 1986
Sales, Sales Course
Real Estate 1984 — 1986
CRS, Real Estate
Southern Methodist University 1980 — 1980
Concepts and Machanics of Exchanging Income Properties
Dale Carnegie 1978 — 1978
Human Relation and Public Speaking
Real Estate 1977 — 1978
GRI, Real Estate
Nomura Securities December 2013 - December 2014
Citi June 2011 - November 2013
Morgan Stanley Dean Witter May 2009 - May 2011
New York Polish Film Festival January 2009 - April 2009
Skills
Public Speaking, Public Relations, Press Releases, Event Planning, Corporate Communications, Marketing Communications, Event Management, Microsoft Excel, Outlook, Marketing, Program Management, Sales
Education
Rice University 2004 — 2008
Bachelor of Arts, Mathematical Economic Analysis
Universitat de Barcelona 2006 — 2006
Spanish, Art, Literature, Economics, History
Wells Fargo Advisors, LLC October 2000 - Present
Morgan Stanley Dean Witter September 1976 - September 2000
US Army Reserve September 1976 - December 1996
US Army - Active Duty June 1972 - August 1976
Skills
Investments, Retirement Planning, Asset Allocation, 401k Rollovers, Investment Strategies, Wealth Preservation..., Fixed Income Strategies, Stock Analyst, Strategic Planning, Finance, Public Speaking, Asset Management, Risk Management, Financial Analysis, Financial Advisory, Insurance, Securities, Retirement Savings, Retirement Plan..., Retirement, Tax Efficient Stratagies, Portfolio Management, Bonds, Series 7, Equities, 401k, Alternative Investments, Fixed Annuities, Mutual Funds, Financial Services, Investment Management, Estate Planning, Strategic Financial...
Education
Pepperdine University 1972 — 1974
MBA, Management
Seattle University 1968 — 1972
BA, Political Science
St. Joseph and Seattle Prep
ServerLogic December 2013 - Present
Aequitas Capital Management July 2012 - November 2013
Low Latency Technical Search June 2011 - July 2012
Objective Paradigm, Inc. 2005 - May 2011
Medstaff 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
MCI Worldcom 1998 - 2000
Skills
Leadership, Trading, Executive Search, Talent Management, Recruiting, Sourcing, College Recruiting, Technical Recruiting, Onboarding, Talent Acquisition, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Permanent Placement, Management, Networking, Cross-functional Team..., Hedge Funds, New Business Development, Options, SDLC, Benefits Negotiation, Finance, Sales, CRM, Screening Resumes, Consulting, Screening, Staffing Services, Interviews, Temporary Staffing, Cold Calling, Temporary Placement, Staff Augmentation, Human Resources, Hiring, Business Development, Employer Branding, Vendor Management, Information Technology, Strategy, Resume Writing, Executive Management, Outsourcing
Education
North Carolina State University 1994 — 1998
BS, Business Management/Finance
Credit Suisse January 2008 - Present
Credit Suisse First Boston August 2002 - Present
Morgan Stanley Dean Witter September 1998 - July 2002
Skills
Credit Derivatives, Quantitative Finance, Fixed Income, Structured Products, Derivatives, Equity Derivatives
Education
Stanford University 1994 — 1998
PhD, Operations Research
University of Auckland 1990 — 1994
BSc, Applied Mathematics
D-Tech June 2015 - Present
Balance March 2013 - January 2015
IJ Partners December 2009 - September 2011
Edelman February 2007 - January 2008
Santa Monica Daily Press January 2004 - January 2005
Morgan Stanley Dean Witter June 2001 - August 2001
Skills
Business Development, Public Relations, Internal Communications, Private Equity, Valuation, Emerging Markets, Management, Sales, Entrepreneurship, Equities, Public Speaking, Strategy, Network Security, Alternative Investments, Linux, Python, Business Strategy, Social Media, Venture Capital, Penetration Testing, Metasploit, Networking, Marketing, Marketing Strategy, Market Research, Research, Project Management, Customer Service, Marketing Communications, XML, JavaScript, HTML, Software Development, Software Project..., Software Design, Software Architecture, ICS Security, Ontology Development, Information Security
Education
University of Maryland University College 2015 — 2017
B.S. Computer Networks and Cybersecurity, Cybersecurity
American University of Paris 2007 — 2008
Santa Monica College 2004 — 2006
Economics, French
University of Redlands 2000 — 2002
Mathematics, Philosophy
Dexter 1988 — 1996
Halstead Property March 2013 - Present
Sotheby's International Realty Prominent Properties July 2008 - March 2013
Coldwell Banker Residential Brokerage August 2005 - July 2008
Century 21 Innovative Realty January 2002 - August 2005
Oppenhiemer Capital 2001 - 2002
Hyperion Capital Group 2000 - 2001
Morgan Stanley Dean Witter 2000 - 2000
DEUTSCHE BANK August 1994 - December 1999
Merrill Lynch June 1990 - August 1994
Skills
Real Estate, Condos, Real Estate Transactions, Investment Properties, First Time Home Buyers, Brokerage, Commercial Real Estate, Sellers, Mortgage Lending, Property, Marketing, Sales, Selling, Relocation, Apartments, Short Sales, Investors, Single Family Homes, Buyer Representation, Foreclosures, Referrals
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1989
BS, Business Economics & Environmental Studies
Microsoft October 2007 - Present
Merck & Co., Inc July 2000 - August 2007
Morgan Stanley Dean Witter January 2000 - May 2000
Skills
Microsoft Exchange, Cloud Computing, Office 365, Windows Server, Disaster Recovery, Active Directory, IT Service Management, Integration, Data Center, Enterprise Software, System Deployment, Solution Architecture, High Availability, ITIL
Education
New York University 1996 — 2000
Bachelor's degree, Computer Science
IBM August 2011 - Present
National Grid December 2001 - August 2011
Morgan Stanley Dean Witter December 1999 - November 2001
CCSI Professional Services July 1997 - November 1999
Brooklyn Union Gas July 1987 - May 1997
New York Life Insurance Company July 1985 - July 1987
New York University - College Of Business And Publib Administration August 1984 - February 1985
Manufacturers Hanover Trust February 1982 - June 1984
Skills
Smart Grid, Power Systems, Electrical Engineering, SCADA, Agile Methodologies, Requirements Analysis, Electric Power, SQL, Integration, Oracle, Software Development, SOA, Enterprise Architecture, Engineering, SDLC, Process Improvement, Project Planning, Mainframe, Project Management, Vendor Management, Programming, Business Analysis, Program Management, Change Management, Visio, IBM Mainframe, Business Process...
Education
St. John's University 1987 — 1990
Master of Business Administration (MBA), Management Information Systems, General
New York University - Leonard N. Stern School of Business 1981 — 1985
Bachelor of Science (BS), Computer Applications And Information Systems
ABG Sundal Collier June 2010 - Present
Ernst & Young January 2010 - June 2010
RBC Capital Markets July 2007 - January 2010
Bank of America August 2002 - July 2007
Morgan Stanley Dean Witter December 1997 - April 2001
Skills
Derivatives, Risk Management, Financial Services, Financial Analysis, Financial Modeling, Hedge Funds, Market Risk, Investment Banking, Due Diligence, Investments, Portfolio Management, Fixed Income, Financial Risk, Finance, Equities, Valuation, Operational Risk..., Regulatory Compliance, Capital Markets
Education
CFA Institute 2002 — 2005
CFA, Financial Analysis
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1993 — 1997
Bachelor of Journalism, Photojournalism
IBM July 2012 - Present
Hewlett-Packard May 2010 - February 2012
BlueWater Communications Group July 2009 - February 2010
Cisco Systems September 2006 - April 2009
Cisco Systems September 2005 - September 2006
Cisco Systems July 2002 - September 2005
Avnet October 2000 - December 2001
Platts October 1999 - October 2000
Morgan Stanley Dean Witter June 1999 - October 1999
Lehman Brothers September 1994 - June 1995
Skills
Wireless, Security, CCDA, Cisco Technologies, Unified Communications, Solution Selling, Channel Partners, Data Center, WebEx, Cloud Computing, Storage, Managed Services, Virtualization, Direct Sales, Channel, VoIP, Salesforce.com, SaaS, Network Security, Partner Management, Disaster Recovery, VMware, WAN, IP, Network Architecture, Telepresence, Networking, Video Conferencing, VDI, Vendor Management, Routing, Storage Virtualization, Network Design, Ethernet, Telephony, Switches, Wireless Networking, Hardware, Servers, LAN-WAN, Firewalls, SAN, Sales Presentations, HP, Storage Area Networks, Telecommunications, Storage Solutions, VPN, Enterprise Storage, Resellers
Education
Nyack College 1996 — 1999
Bachelor of Science, Business Administration
Saint John's University 1995 — 1996
Criminal Justice
Nomura Securities September 2012 - Present
Jefferies & Company August 2007 - September 2012
Citigroup 2003 - 2007
Morgan Stanley Dean Witter 1998 - 2003
Paine Webber 1994 - 1998
Skills
Series 7, Fixed Income, Trading, Investment Banking, Investments, Series 24, Series 55, Series 63, Emerging Markets, Bonds, Capital Markets, Hedge Funds, Electronic Trading, Bloomberg, Asset Management, Credit Derivatives, FINRA, Financial Markets, Portfolio Management, Structured Products
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.)
Don Bosco Prep 1985 — 1989
Price Asset Management July 2015 - Present
99 Options December 2014 - July 2015
Guaranteed Rate June 2014 - November 2014
PNT Financial September 2012 - December 2013
Equitec August 2011 - August 2012
Wynn Henricksen LP September 2004 - August 2011
CME Trading Floor 2001 - 2004
Morgan Stanley Dean Witter 2000 - 2000
Odessa Jackalopes, San Angelo Outlaws 1999 - 1999
Skills
Derivatives, Commodity, Financial Markets, Trading Systems, Hedging, Financial Risk, Arbitrage, Alternative Investments, Bonds, FX Options, Equity Derivatives, Risk Management, Financial Modeling, Asset Managment, Asset Management, Bloomberg, Commodity Markets, Options, Trading, Currency
Education
St. Norbert College 1996 — 1999
BA, Business
University of Illinois at Chicago 1995 — 1995
QDROcost.com 2010 - Present
Milano Investment Foundation, Inc. 2009 - Present
JHS Capital Advisors March 2010 - September 2012
Gunn Allen Investments September 2009 - March 2010
Citi-Smith Barney June 2004 - June 2009
B.A. Financial Services LLC September 2003 - June 2004
SunTrust Securities, Inc March 2001 - August 2003
Morgan Stanley Dean Witter January 1998 - January 2001
American Express January 1998 - March 1999
Quality Support Systems, Inc January 1997 - January 1998
Skills
Estate Planning, Strategic Financial..., Investments, Fixed Annuities, Insurance, Writing QDRO's from..., Preparing Financial..., President of National..., Finance, Financial Advisory, Financial Analysis, Mutual Funds, Entrepreneurship, Retirement Planning, Analysis, Portfolio Management, Management, Wealth Management, Investment Advisory, Sales, Small Business, Securities, Asset Allocation, Financial Planners, Life Insurance, Risk Management, Loans, Mortgage Lending, Series 7, Series 63, Long-term Care, Disability Insurance, Equities, Business
Education
Nova Southeastern University 1987 — 1989
Bachelor of Science (B.S.), Business Administration, Management and Operations
Nova University 1983 — 1986
B.S, Professional Management and Business Administration
BNY Mellon 2002 - Present
Morgan Stanley Dean Witter 2000 - 2002
Advanced Computer Technologies, Inc 1995 - 1997
US Navy July 1982 - January 1995
Skills
Disaster Recovery, Risk Assessment, IT Strategy, Business Continuity, Risk Mitigation, Vendor Management, Risk Management, Information Security..., IT Audit, Security, Data Center, Operational Risk..., SDLC, Information Security, Governance, IT Management, Enterprise Risk..., ITIL, Financial Risk, Project Portfolio..., PMO, Business Continuity..., Incident Management, Information Technology, Financial Services, PMP, CISSP, Business Analysis, Enterprise Architecture, IT Operations, Infrastructure, Fixed Income, Operational Risk, Program Management, Crisis Management, IT Service Management, Computer Security, Visio, Mainframe, Service Delivery, Banking, Outsourcing, Portfolio Management, Trading Systems, Business Process..., Project Delivery, Securities, COBIT, ISO 27001, Business Process
Education
Rensselaer Polytechnic Institute 1985 — 1988
BS, Computer Science
Tulane University 1984 — 1985
ELVHS
ELVHS
Morgan Stanley Dean Witter October 2008 - Present
CSC On-Site @ WaMu 2008 - Present
Providian Financial Corp. 2008 - Present
Education
Polytechnic University of the Philippines 1988 — 1991
Citadel Investment Group August 2010 - September 2011
Goldman Sachs February 2008 - September 2010
Morgan Stanley Dean Witter November 2006 - December 2007
Morgan Stanley Dean Witter July 2004 - November 2006
Education
Princeton University
A.B., Economics, Finance, Operations Research & Financial Engineering
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
Morgan Stanley Wealth Management May 2011 - Present
Goldman Sachs May 2008 - May 2011
Morgan Stanley September 2007 - May 2008
Morgan Stanley August 2005 - September 2007
Morgan Stanley July 2003 - August 2005
Morgan Stanley Dean Witter May 2001 - August 2002
Skills
Operational Risk..., Project Management, Reference Data, Internal Audit, Enterprise Risk..., AML, Basel II, Business Analysis, SOX 404, SOX Compliancy, Communication Skills, Incident Management, RCSA, Risk Governance, Risk Analytics, Policy Writing, Procedure Development, Vendor Management, Business Continuity..., Information Technology..., Information Security, Entitlements, Business Requirements, User Acceptance Testing, Taxonomy, PowerPoint, Executive Reporting, Reporting & Analysis, Presentation Design, Operations Management, Retail Banking, Private Banking, Debit Cards, Deposits, Checks, ACH, Settlement, Knowledge Management, Fixed Income
Education
Pace University 1999 — 2003
BBA, Double Major: General Accounting & Business Management
Zurich Financial Services 2007 - Present
Arch Insurance Group March 2003 - October 2007
Morgan Stanley Dean Witter October 2000 - March 2003
Skills
Underwriting, Professional Liability, Liability, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Employment Practices..., Risk Management, D&O
Education
Pepperdine University
Thomson Reuters May 2012 - Present
Bank of America October 2009 - April 2012
Merrill Lynch February 2008 - April 2012
Bennitt Parters LLC April 2004 - January 2007
Morgan Stanley 2006 - 2007
Morgan Stanley January 1994 - April 2000
Morgan Stanley Dean Witter 1994 - 2000
IBM 1991 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Derivatives, Statistical Arbitrage, Low Latency, Equity Derivatives, Financial Markets, Equities, Fixed Income, Reference Data, High Frequency Trading, Securities, Portfolio Management, Trading System, Program Trading, Hedge Funds, Corporate Actions, Quantitative Analytics, Emerging Markets, Private Equity, SDLC, Financial Risk, Asset Management, FX Options, Financial Services, Investment Banking, Trading, Options, ETFs, Capital Markets, Back Office, Order Management, Quantitative Finance, Trading Strategies, Series 7, Risk Management, Equity Trading, Middle Office, Valuation, Basel II, Credit Derivatives, Prime Brokerage, Proprietary Trading, Alternative Investments, Exchange Connectivity, Series 63, Portfolio Optimization
Education
Rensselaer Polytechnic Institute 1988 — 1991
MS, Computer Science
Union College 1986 — 1988
Bachelor of Science (B.S.)
AQR Capital Management July 2014 - Present
Hatteras Funds March 2004 - July 2014
Morgan Stanley Dean Witter 1999 - 2003
Bear Stearns 1998 - 1998
Skills
Alternative Investments, Fund Of Funds, Hedge Funds, Asset Allocation, Asset Managment, Private Equity, Series 7, Portfolio Management, Investments, Investment Strategies, Investor Relations, Investment Management, Due Diligence, Finance, Investment Advisory
Education
University of Vermont 1993 — 1997
BS, Environmental Studies
School for International Training 1995 — 1995
Fidelity Investments July 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments February 2005 - June 2008
Fidelity Investments January 2005 - February 2005
Fidelity Investments May 2003 - December 2004
Morgan Stanley Dean Witter November 2001 - May 2003
Education
Providence College 1985 — 1989
Universite de Fribourg 1987 — 1988
Merrill Lynch Private Banking & Investment Group October 2010 - Present
Novick & Co Financial 2002 - September 2010
Morgan Stanley Dean Witter July 2000 - December 2002
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Series 65, Securities, Investments, Fixed Income, Equities, Retirement Planning, Portfolio Management, Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Finance, Investment Strategies, Strategic Financial..., Financial Advisory
Education
Nichols College 1993 — 1997
BS BA, Finance
Norwalk High School 1989 — 1993
Diploma
Wells Fargo August 2010 - Present
West Philadephia Financial Services Institution March 2009 - September 2010
Einnet Business Management Services August 2006 - August 2008
Bank of America December 2003 - August 2006
Morgan Stanley Dean Witter April 2002 - September 2003
First Union National Bank 1995 - 1997
First Fidelity Bank 1985 - 1997
Girard College School 1974 - 1983
Skills
Investments, Banking, Loans, Business Development, Asset, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Wealth Management, Estate Planning, Credit, Financial Services, Underwriting, Management, Fixed Income, CRM, Finance, Asset Management, Marketing, Small Business, Equities, Analysis, Risk Management, Investment Management, Sales, Mutual Funds, Commercial Lending, Funding, Management Consulting, Credit Analysis, Financial Risk, Investment Advisory, Asset Allocation, Private Equity, 401k, Real Estate, Accounting, Securities, Mergers & Acquisitions, Retirement Planning, Mortgage Lending, Financial Advisory, Series 7, Relationship Management, New Business Development, Investment Strategies, Insurance, Private Banking
Education
Saint Joseph's University 1986 — 1993
B.S., Finance
Penn State University 1983 — 1985
Girard College School 1974 — 1983
H.S. Diploma, General Business
Michelin September 2011 - Present
Genworth Financial May 2010 - August 2011
AXA Advisors January 2008 - May 2010
Central Transport January 2007 - November 2007
BKM Rources, Inc. March 2006 - December 2006
Jevic Transportation March 2004 - March 2006
Roadway Express October 1998 - April 2004
Morgan Stanley Dean Witter September 1993 - October 1998
Skills
Business Development, Customer Service, New Business Development, Sales, Sales Operations, Insurance, Management, Sales Management, Team Building, Training, Strategic Planning, Pricing, Negotiation
Education
Saint Peter's University 1987 — 1991
BS, Marketing
Lakewood High School 1983 — 1987
Academic
Lazard Alternative Investments December 2000 - Present
Morgan Stanley Dean Witter January 2000 - December 2000
Register.com 1997 - 1998
Skills
Accounting, Tax, General Ledger, Financial Reporting, Financial Statements, Cash Flow, K-1, Waterfall analysis, Alternative Investments, Private Equity, Corporate Finance, General Ledger..., nVision templates, MRI Software, Microsoft Excel, Microsoft Word
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Finance
Pace University - Lubin School of Business 1997 — 1999
BBA, Accounting
Samuel Financial LLC January 2015 - Present
Samuel Financial LLC November 2009 - December 2014
LPL Financial Services April 2007 - August 2009
Commonwealth Financial Network December 2005 - April 2007
Commonwealth Financial Network June 2004 - November 2005
Commonwealth Financial Network August 2002 - May 2004
Commonwealth Financial Network June 2000 - August 2002
Hunneman Coldwell Banker May 1999 - August 1999
Morgan Stanley Dean Witter May 1999 - August 1999
Education
Norwich University 1996 — 2000
BS, Economics
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter September 1999 - June 2002
Arvest June 1993 - September 1999
Education
Southwest Baptist University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
AFS Acceptance 2011 - Present
Prestige Financial June 2006 - July 2011
Driversselect April 2004 - June 2006
Hill Thompson January 1998 - January 2002
Morgan Stanley Dean Witter 1995 - 1997
Skills
CRM
Education
North Carolina State University 1991 — 1995
BS, Biology/Business Mgt
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Suffolk University 2006 - 2009
Key Bank 1997 - 2005
Morgan Stanley Dean Witter 1989 - 1997
Education
Simmons College - Simmons School of Management
MBA
The University of Connecticut
BA, English; Education; Art
Envisage Information Systems September 2014 - Present
The Pension Boards - United Church of Christ July 2013 - August 2014
Envisage Information Systems July 2011 - July 2013
T Rowe Price November 2010 - July 2011
ACS Human Capital Management Solutions, August 2009 - May 2010
SunGard March 2007 - September 2008
ACS July 2000 - January 2007
Morgan Stanley Dean Witter April 1999 - May 2000
USI Consulting Group April 1997 - April 1999
Dreyfus October 1992 - April 1997
Skills
Business Analysis, Requirements Analysis, Program Management, Testing, Software Documentation, Business Requirements, Requirements Gathering, Test Planning, Retirement, Data Conversion, Databases, Quality Center, Analysis, Project Management, Financial Services, Management, Quality Assurance, SDLC, Systems Analysis, Training, Visio, HP Quality Center
Education
Old Dominion University 1980 — 1984
B.S., Business Admin-Finance
INDATA Services LLC December 2010 - Present
INDATA Services, LLC October 2004 - December 2010
Morgan Stanley Dean Witter February 2004 - August 2004
Skills
Access, Electronic Trading, Equities, Trading Systems, Software Documentation, Microsoft Office, Microsoft Excel, Equity Trading, PowerPoint, SQL, Fixed Income, Settlement, Account Reconciliation, CRM, Back Office, Foreign Exchange, Bloomberg, Public Speaking, Computer Software..., Excel, Customer Relations, GIPS Compliance, GIPS, Microsoft Reporting..., CTM, Omgeo Oasys, DTC, NYSE, Appia, Software Installation, Foreign Currency..., Forwards currencies, International Trading, IDC, Factset, .NET, Microsoft Access, Operations Management
Education
San Diego State University-California State University 2011 — 2015
Master of Business Administration (MBA), Finance
San Diego State University-California State University 2001 — 2004
BA, Economics
ESSEC 1998 — 2000
Associate, Banking and Finance
Fidessa February 2015 - Present
Fidessa December 2005 - Present
Aon Risk Solutions June 2003 - November 2005
Bank One June 2001 - June 2003
Discover Financial Services May 1998 - June 2001
Morgan Stanley Dean Witter November 1996 - May 1998
Skills
FX Options, Back Office, Sybase, Financial Markets, Market Data, Project Management, Trading Systems, Software Development, Derivatives, Oracle, ITIL, VMware, Windows, Order Management, Electronic Trading, SDLC, Linux, Equities, XML, IT Service Management, Options, Fixed Income, Asset Managment, Software Project..., Integration, Financial Services, Asset Management, Unix, Agile Methodologies, Product Management, Fidessa, Vendor Management, Business Analysis, SQL, Operating Systems, JavaScript, C#, Agile Project Management, Program Management, IT Management, Requirements Analysis, Trading, Microsoft SQL Server, Java, Testing, Databases, Low Latency, Equity Derivatives, Equity Trading, Exchange Connectivity
Education
Northwestern University 1992 — 1996
BA, English
The University of Chicago
Business Administration and Management, General
JPMorgan March 1999 - Present
Morgan Stanley Dean Witter November 1996 - March 1999
Perelson Weiner LLP October 1994 - November 1996
Education
Pace University - Lubin School of Business 1992 — 1996
BBA
St. John's Prep
UBS Financial Services - The Mohamed-Penta Wealth Management Group March 2007 - December 2014
Morgan Stanley Dean Witter September 2006 - March 2007
Education
Salem State University 1990 — 1993
Bachelors, Business Management
AUTOWORLDNET October 2008 - Present
Autoworldnet 2006 - 2015
Autoworldnet 2006 - 2015
Bay Bridge Group April 2008 - September 2008
S&C Ford June 2006 - October 2007
Morgan Stanley Dean Witter January 2006 - June 2006
Merrill Lynch June 2005 - January 2006
Skills
Sales Management, Consultancy, Retail, Customer Relations, Toyota,Nissan,Kia,Jeep,G..., Automotive, Sales, Business Planning, Customer Service, CRM, E-commerce, Start-ups
Education
San Francisco State University, College of Business 2004 — 2005
BS, Finance
SECURITY INVESTMENT January 1980 - Present
Dean Witter 1978 - 2002
Morgan Stanley Dean Witter 1978 - 2002
Morgan Stanley 1978 - 2001
Education
Jersey City
Norfolk State University
Bank of America March 2010 - Present
Chicago Mercantile Exchange August 2008 - March 2010
New York Mercantile Exchange June 2006 - August 2008
Morgan Stanley Dean Witter 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Capital Markets, Finance, Accounting, Analysis, Banking, Bloomberg, Corporate Finance, Financial Risk, Internal Audit, Internal Controls, Risk Management, Sarbanes-Oxley Act, Valuation, Microsoft Excel
Education
Rutgers University-New Brunswick
Economics
UBS Wealth Management July 2001 - Present
Morgan Stanley Dean Witter December 2000 - April 2001
Chase Manhattan Bank January 1998 - October 2000
Hapag-Lloyd (America), Inc. November 1993 - December 1997
Bell Communications Research June 1988 - September 1991
Shearson Lehman Hutton June 1985 - June 1988
Manufacturers Hanover Trust September 1984 - May 1985
Port Authority of NY February 1981 - August 1984
Skills
Vendor Management, JCL, CICS, DB2, Business Process..., Disaster Recovery, Mainframe, Software Project..., Requirements Analysis, SDLC, Enterprise Architecture, Visio, Data Warehousing, COBOL
Education
NYU 1984 — 1986
Master's degree, Computer Science
NYU 1979 — 1981
Bachelor's degree, Computer Science
Morgan Stanley Wealth Management October 1998 - Present
Morgan Stanley Dean Witter January 1997 - October 1998
Xerox, Unlimited Office Products September 1995 - July 1997
Skills
Insurance, Investments, Securities, Uniform Combined State..., Outlook, Software Documentation, Accounts Payable, Credit, Microsoft Office, Internet, Accounting, Mutual Funds, Management, Banking, Financial Services, Wealth Management, Sales, Finance, Strategic Financial..., FINRA
Education
Saint John's University 1991 — 1995
Bachelors in Computer Science, Minor Business Aministration
Port Richmond High School 1987 — 1991
business program
The Jackson Laboratory 2015 - Present
Nature's Trees 2014 - 2015
Triple Point Technology 2012 - 2013
Triple Point Technology 2008 - 2012
Triple Point Technology 2003 - 2008
Triple Point Technology 2001 - 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Lorad June 1999 - August 1999
Skills
Talent Management, Talent Acquisition, Human Resources, Performance Management, Recruiting, Business Analysis, Change Management, Organizational..., Employee Engagement, Project Management, Leadership, Strategic Planning, Personnel Management, Risk Management
Education
Pepperdine University
Bachelor's Degree, Industrial Organizational Psychology
University of New Haven
Master's Degree, Industrial and Organizational Psychology
Bank of America Merrill Lynch March 2014 - Present
Merrill Lynch June 2011 - March 2014
Charles Schwab March 2007 - June 2011
Morgan Stanley Dean Witter May 2005 - May 2006
Legg Mason August 2000 - December 2000
Skills
Series 7, Series 66, Series 9/10
Education
Villanova University 2009 — 2011
MBA, Strategic Management & Finance
Penn State University 2001 — 2005
B.S., Finance
Johnson & Johnson April 2012 - Present
Johnson and Johnson Consumer March 1998 - May 2012
Morgan Stanley Dean Witter 1993 - 1998
Skills
SDLC, Process Improvement, IT Management, IT Strategy, SharePoint, Business Analysis, Project Portfolio..., ERP, Integration, Program Management, Leadership, Vendor Management, Project Management, Strategic Planning, Management, SAP, Global Security, Budget Process, Communication Skills, Building Effective..., Technology Roadmapping, Team Leadership, Mentoring Of Staff
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Management Information Systems
Bishop Ford HS 1985 — 1989
Vanguard July 2012 - Present
The Vanguard Group March 2008 - July 2012
State Farm Insurance September 2003 - March 2008
Morgan Stanley Dean Witter June 2000 - September 2003
Skills
Series 7, Financial Services, Trading, Series 63, Bloomberg, Microsoft Excel, FINRA, Options, Equities, Life Insurance, Equity Trading, Mutual Funds, Investments, Financial Analysis
Education
Penn State University 1998 — 2001
B.S. Business, Finance & Management
Purdue University 1997 — 1998
Engineering
SunTrust October 2013 - Present
SunTrust October 2010 - October 2013
Bank of America Merrill Lynch January 2008 - February 2009
Bank of America Merrill Lynch August 2006 - January 2008
Bank of America Merrill Lynch January 2005 - August 2006
Roanoke College January 2004 - May 2004
Morgan Stanley Dean Witter June 2003 - August 2003
Skills
Finance, Financial Analysis, Fixed Income, Capital Markets, Portfolio Management, Investments, Analysis, Investment Banking, Corporate Finance, Bloomberg, Financial Modeling, Management, Data Analysis, Forecasting, Risk Management, Banking, Financial Reporting, Credit Risk, Economics, Accounting, Strategy, Leadership, Budgets, Public Speaking, Valuation, Planning & Analysis, Budgeting, Speaking, Cognos Impromptu, TM1, Essbase, Hyperion, Oracle, Microsoft Excel, Microsoft Access, Microsoft Office
Education
Roanoke College 2000 — 2004
BBA, Business Administration, Finance
Hastings + Cohn Real Estate 2013 - Present
Business Advisor 2010 - Present
First Commonwealth Bank 2009 - 2010
LPL Financial February 2006 - March 2009
S&T Bank April 2004 - August 2005
Edward Jones March 2002 - March 2004
Northwest Savings Bank 1998 - 2002
Morgan Stanley Dean Witter June 1997 - March 1998
National City Bank/Integra Bank/First Seneca Bank August 1989 - June 1997
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Retail Banking, Investments, Business Development, Real Estate, Finance, Banking, Commercial Real Estate, Sales, Negotiation, Due Diligence, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Credit Analysis, Valuation, Mergers & Acquisitions, Real Estate Economics
Education
Penn State University 1986 — 1989
Bachelor of Science, Finance
Gannon University 1985 — 1986
Finance, General
Goldman Sachs October 2013 - Present
NTT DATA July 2000 - October 2013
Goldman Sachs July 2000 - October 2013
Morgan Stanley Dean Witter March 1997 - July 2000
Skills
Data Warehousing, Business Intelligence, Microsoft SQL Server, Dimensional Modeling, Microsoft Reporting..., SSAS 2008, SSRS, Analysis Services, T-SQL, Oracle PL/SQL..., Business Object, SSIS, OLAP, Database Design, Databases, Oracle, Business Analysis, SDLC
Education
St. Peter's College 1991 — 1995
BS, Computer Science
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley May 1998 - March 2008
Morgan Stanley Dean Witter May 1997 - May 1998
Skills
Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Equities, Financial Services, Insurance, Fixed Income, Finance
Education
Ohio Northern University
BA, Finance
Morgan Stanley Dean Witter November 2008 - Present
Morgan Stanley 2008 - Present
Morgan Stanley November 2007 - January 2012
Standard And Poor's November 1999 - January 2004
Salomon Smith Barney inc November 1999 - January 2004
STREET SOFTWARE TECHNOLOGY July 1997 - November 1999
SUNY AT November 1996 - July 1997
Skills
Sybase, J2EE, Reference Data, Unix, Java, XML, SQL, Data Modeling, Fixed Income
Education
New York University - Polytechnic School of Engineering
Master Degree, Computer Science
University at Albany, SUNY
Bachelor Degree, Mathematics and Physics
US Department of Homeland Security May 2011 - Present
Morgan Stanley Dean Witter August 2007 - May 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Account Reconciliation, QuickBooks, Strategic Financial..., General Ledger, Accounts Payable, Financial Accounting, Financial Statements, Auditing, Financial Modeling
Education
Rider University 1999 — 2003
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase September 2013 - Present
Apache Atlas - data governance initiative (DGI) August 2013 - Present
JPMorgan Chase September 2012 - Present
JPMorgan Chase October 2008 - August 2012
RT-Digital February 2007 - 2012
Bear Stearns July 2007 - September 2008
JPMorgan Chase 1998 - 2007
Corridor Consulting 1997 - 1998
Morgan Stanley Dean Witter January 1997 - December 1997
Integrated Computer Management 1996 - 1997
Skills
Social Computing, Mobile Applications, Microsoft Office..., Start-ups, Entrepreneurship, Unix, Architecture, Windows, Infrastructure, Agile Methodologies, Cloud Computing, Business Process..., .NET, Storage, Virtualization, Infrastructure..., ITIL, Team Building, Enterprise Search, iOS development, Java, Risk Management, Vendor Management, High Availability, Data Center, Software Project..., SharePoint, IT Service Management, SDLC, Management, Integration, Solution Architecture, Disaster Recovery, Enterprise Architecture, Leadership, Business Analysis, IT Strategy, Software Development, Security, PMO, Business Intelligence, VMware, Business Continuity, Enterprise Software, Information Technology, Requirements Analysis, Management Consulting, IT Management, Project Portfolio..., SOA
Education
Pace University
Bachelor's degree, Business Administration and Management, General
Brookdale College
Associates Degree
Major Music Company 2010 - 2012
Pfizer 1998 - 2010
Morgan Stanley Dean Witter 1997 - 1998
Credit Suisse 1996 - 1997
ING Investment Banking 1993 - 1996
Lehman Brothers 1992 - 1993
Booz-Allen, Hamilton 1991 - 1992
AT&T American Transtech 1991 - 1991
Other Experience 1986 - 1987
Skills
Data Warehousing, Business Analysis, ETL, Oracle, PL/SQL, Project Management, Performance Tuning, SDLC, Data Warehouse..., SharePoint, Requirements Gathering, Process Improvement, Analysis, Change Management, Databases
Education
Yale University
B.A.
New York University
Certificate, UNIX Systems Management
Oracle University
Oracle Certified Professional: Oracle DBA 8.1.6
NetCom Information Technology
Oracle Database 11g: Administration
Additional Course Work
Forex Trading, Public Speaking and Visualization, C, PowerBuilder and Networking.
Virginia Transportation Corporation July 2014 - Present
United Road July 2013 - July 2014
JBA Chevrolet October 2011 - February 2012
US Trust August 2007 - August 2009
Banc of America Investments July 2005 - August 2007
Morgan Stanley Dean Witter April 2004 - July 2005
Skills
Sales, Microsoft Office, Project Management, Portfolio Management, Program Management, Strategic Planning, Customer Service, Finance
Education
Penn State University 2000 — 2005
Bachelor’s Degree, Economics and International Business
Stanford University June 2015 - Present
Stanford University July 2013 - June 2015
Stanford University July 2011 - July 2013
Avalon Global Asset Management, LLC July 2007 - June 2011
Morgan Stanley Dean Witter 2004 - 2007
Skills
Business Strategy, Strategic Leadership, Pricing Strategy, Digital Strategy, Revenue Analysis, Data Analysis, CRM, Database Administration
Education
University of San Francisco 2010 — 2011
M.A., Sport Management
Princeton University 1999 — 2003
BA, Economics
Jet Support Services Inc. - JSSI March 2010 - Present
Executive Jet Management April 2008 - May 2009
Pentastar Aviation October 2007 - March 2008
Midcoast Aviation January 2006 - October 2007
Morgan Stanley Dean Witter September 1999 - October 2005
BP Amoco January 1996 - September 1999
American National Can Company October 1987 - December 1995
Priester Aviation August 1977 - October 1987
Skills
Aircraft, Airlines, Aviation, Aircraft Maintenance, Aerospace, Flights, Maintenance & Repair, Commercial Aviation, Inspection, Line Maintenance, Business Aviation, Process Improvement, Avionics, Operations Management, Airports, Charter, Troubleshooting, Helicopters, Program Management, Airworthiness, Transportation, Aircraft Systems, Flight Safety, Customer Service, Budgets
Education
Southern Illinois University, Carbondale 1974 — 1977
Associate, Bachelors, Aviation Technology, Aviation Management
Bayside Little League 2010 - 2010
Great Neck Ice Skating Rink 2007 - 2010
Long Island Business Institute October 2007 - January 2008
DML / The BISYS Group, Inc July 2000 - July 2004
BISYS Fund Services 2000 - 2004
Presti & Naegele October 1999 - July 2000
Miller Ellin & Company January 1998 - October 1999
Morgan Stanley Dean Witter & Co September 1996 - December 1998
Morgan Stanley Dean Witter 1996 - 1998
Reich & Tang Equity September 1994 - August 1996
Skills
Tax, Financial Reporting, Tax Returns, Partnership Taxation, Corporate Tax, Auditing, VAT, QuickBooks, Consolidation, Financial Statements, Journal Entries, Hyperion Enterprise, Income Tax, Payroll
Education
Saint John's University
Bachelor of Science, Accounting
New York Institute of Technology
Interior Decorating and Design
The Deutsch Agency July 2014 - Present
Allstate July 2014 - Present
Residential Construction July 2005 - December 2013
Morgan Stanley Dean Witter July 2004 - July 2005
General Contractor January 2003 - July 2004
Prudential Financial January 2001 - January 2003
Prudential Securities, Inc November 1997 - January 2001
Prudential Securities, Inc January 1997 - November 1997
Skills
Management, Strategy, Investments, Banking, Marketing, Finance, Sales, Project Management, Customer Service, Securities, Life Insurance, New Business Development, Budgets, Training, Bonds, Risk Management
Education
Siena College 1992 — 1996
B.S, Marketing/Management
Antipodes Partners June 2015 - Present
Platinum Asset Management Limited March 2005 - May 2015
United Valuers Pty Ltd February 2003 - February 2005
The Intelligent Investor June 2001 - January 2003
Merrill Lynch HSBC May 2000 - May 2001
Morgan Stanley Dean Witter March 1999 - October 1999
ANZ Investment Bank - International Foreign Exchange Dealing Desk December 1997 - March 1998
ANZ Bank - International Trade Services January 1997 - December 1997
Skills
Investments, Asset Managment, Portfolio Management, Corporate Finance, Valuation, Equities, Stock Picking, Investment Management, Financial Modeling, Long/Short Equity, US Treasuries, Mutual Funds, Financial Analysis
Education
Royal Melbourne Institute of Technology 1995 — 1998
Bachelor of Business, Economics and Finance, Distinction
Bendigo Senior Secondary College 1993 — 1994
High School
Barclays Capital May 2012 - Present
JPMorgan Chase August 2010 - May 2012
IBM February 2002 - August 2010
Morgan Stanley Dean Witter December 2000 - January 2002
Skills
Unix, SDLC, Java, C#, Trading Systems, SOA, Software Development, C++, Agile Methodologies, Java Enterprise Edition
Education
University of Toronto 1995 — 1997
MSc, Computer Science
Peking University
Bachelor of Science, Math
Paladyne Systems, Inc. August 2010 - Present
Eze Castle Software July 2008 - January 2010
Eze Castle Software March 2006 - July 2008
Morgan Stanley March 2004 - March 2006
Morgan Stanley Dean Witter June 2002 - March 2004
Skills
Project Management, Software Implementation, Business Development, Hedge Funds, Equities, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Risk Management, Derivatives, Business Analysis, Alternative Investments
Education
Penn State University 1997 — 2001
Business Logistics
London School of Photography
Rothschild Asset Management June 2007 - Present
Kern Capital Management August 2005 - May 2007
Highbridge Capital Management May 2003 - February 2005
Citadel Investment Group November 2001 - May 2003
Morgan Stanley Dean Witter June 1999 - November 2001
Ernst & Young August 1996 - June 1999
Skills
Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Portfolio Managers
Education
Penn State University 1992 — 1996
BS, Accounting
Cedar Point Software LLC April 2015 - Present
Eton Park September 2006 - April 2015
Morgan Stanley Dean Witter April 2002 - September 2006
Bear Stearns August 1992 - April 2002
Andersen Consulting (Accenture) July 1990 - August 1992
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Hedge Funds, Equities, Credit Derivatives, Options, Market Data, Asset Managment, Capital Markets, Equity Derivatives, Securities, Structured Products, Bloomberg, Alternative Investments, Bonds, Equity Trading, Financial Markets, Back Office, Market Risk, Portfolio Management, Sybase, Risk Management, Valuation, Distributed Systems, IT Strategy, Trading System, Enterprise Architecture, Reference Data, Machine Learning, Unix, FX Options, Asset Management
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS, Computer and Systems Engineering
Kaiser Permanente December 2011 - Present
Kaiser Permanente January 2011 - July 2012
Providence Health & Services June 2009 - January 2011
Providence Health & Services February 2008 - June 2009
Providence Health & Services February 2006 - February 2008
Providence Health & Services February 2004 - February 2006
Washington State Department of Licensing February 2003 - February 2004
Morgan Stanley Dean Witter February 2001 - February 2003
Education
Saint Martin's University 1998 — 2000
Bachelors, Business Administration
Centralia Community College 1996 — 1998
Citco Fund Services May 2010 - February 2015
OpHedge Investment Services 2005 - 2010
Platinum Grove Asset Management February 2000 - January 2005
Moore Capital Management November 1994 - February 2000
Morgan Stanley Dean Witter August 1986 - November 1994
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Asset Management, Capital Markets, Securities, Options
Education
St. Francis University 1982 — 1986
BS, Management
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
New York Life November 2011 - May 2013
Combined Insurance April 2011 - January 2012
Aflac 2009 - 2010
Farmers 2007 - 2010
US Bancorp 2002 - 2006
Morgan Stanley Dean Witter 1997 - 2002
Skills
Insurance, Fixed Annuities, Health Insurance, Property Casualty..., Employee Benefits, Long Term Care Insurance, Disability Insurance, Casualty, Teambuilding, Training Leadership, General Insurance, Property & Casualty..., Long-term Care, Sales, Retirement Planning, Commercial Insurance, Life Insurance, Team Building, Whole Life, Term Life Insurance, Underwriting, Universal Life, Brokers, Retirement, Financial Services, 401k, Series 6, Umbrella Insurance, IRAs, Workers Compensation, Critical Illness, Health Savings Accounts, Professional Liability, Liability, Accident, Legal Liability, Small Business, Commercial Lines, Financial Planners, Medicare, Homeowners, Claim, Mutual Funds, Estate Planning, Strategic Financial..., Series 63, Group Insurance, Finance, Agents, Variable Annuities
Education
St. John's University 1979 — 1983
BS
new york life univeristy
Gurtin Fixed Income Management, LLC January 2013 - Present
Gurtin Fixed Income Management, LLC April 2011 - March 2014
Gurtin Fixed Income Management, LLC February 2008 - June 2011
Morgan Stanley Dean Witter 2006 - 2008
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Management & Strategy, Management & Organizations
University of Chicago 2009 — 2010
Certificate, Financial Decision Making
University of California, San Diego 2002 — 2006
BS, Biochemistry and Cell Biology
Mt. Pleasant High School
Health Management Systems - Reimbursement Services Group October 2002 - Present
Morgan Stanley Dean Witter November 2000 - August 2002
Health Management Systems May 1998 - October 2000
Bank Hapoalim, N.A. May 1997 - May 1998
Health Management Systems May 1991 - May 1997
Education
Grumman Data Systems Institute 1990 — 1991
Diploma in Computer Programming, Mainframe Programmer / Analyst, A (Dean's List)
Saint John's University 1967 — 1971
B.A., English / Math
St. John's University 1967 — 1971
Bachelor of Arts (B.A.), English
General Dynamics AIS October 2005 - Present
MD-X Solutions 2002 - 2004
Morgan Stanley Dean Witter November 1999 - March 2001
Skills
Systems Engineering, Integration, Operating Systems, Troubleshooting, Requirements Analysis, Windows, Microsoft Office, Visio, Program Management, Access, Excel, Documentation, VoIP, Active Directory, Problem Solving, Security, Customer Relations, Engineering, Architecture, Testing, Process Improvement, Network Security, Mac OS X, Surveillance, Cctv, Security Clearance, CISSP, MCSE, Information Assurance, Software Documentation, Customer Service, TCP/IP, Telecommunications, Firewalls, Network Administration, VMware, CCTV, DoD, Linux, Hardware, Information Security, Disaster Recovery, Computer Security, Microsoft Certified..., System Deployment, Servers, Windows Server, Computer Hardware, Microsoft Excel
Education
Northeastern University 2007 — 2011
Master of Professional Studies, Informatics
Fairleigh Dickinson University-Florham Campus 1995 — 2000
Bachelor of Science, Finance
Lazard Asset Management June 1992 - Present
State Street August 2007 - January 2010
Morgan Stanley Dean Witter January 1989 - June 1992
Skills
Mutual Funds, Fixed Income, Hedge Funds, Equities, Bonds, Equity Corporate Actions, Asset Management, Securities, Bloomberg, Middle Office, Investments, Corporate Actions, Alternative Investments
Education
Saint Peter's University 1987 — 1989
High School 1983 — 1987
HS Dipalma
Active Operations Management North America Inc. May 2011 - Present
Morgan Stanley September 1987 - August 2010
Morgan Stanley Dean Witter January 1994 - January 2002
Mutual Funds Transfer Agency (MSDWTCFSB) January 1987 - January 1994
The Bank of New York May 1980 - July 1987
Bankers Trust Company January 1973 - January 1980
Education
American Institute of Banking 1980 — 1983
Commerical Banking
Pace University 1975 — 1979
Finance
New York Community College 1972 — 1975
Electrical Technology
Russell L. Forkey, P.A, April 2009 - Present
Lincoln Financial Group March 2008 - December 2008
Merrrimac Corporate Securities July 2003 - December 2007
Morgan Stanley Dean Witter October 1999 - November 2002
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Westlaw, Trials, Commercial Litigation, Courts, Personal Injury, Legal Assistance, Pleadings, Family Law, Depositions, Document Review, Litigation Support, Trial Practice, Corporate Law, Bankruptcy, Wills, Mediation, Appeals, Legal Documents
Education
Nova Southeastern University 2012 — 2015
MBA, 3.2 GPA
University of Central Florida 1995 — 1997
Bachelor of Science (B.S.), Legal Studies, General
American Classic Agency 2012 - 2013
little rock church 2000 - 2013
PNC Bank 2005 - 2012
M & T Bank April 2001 - November 2004
Metlife Resources 2000 - 2001
Morgan Stanley Dean Witter 1998 - 2000
Keyboard Communications, Inc 1990 - 1994
Skills
Sales Management, Operations Management, Sales Operations, Job Coaching, Onboarding, Talent Acquisition, Financial Advisory, Office Administration, Word Processing, Leading Meetings, Securities License, Life Insurance, Public Speaking, Microsoft Office, Office Management, Treasury Management, Account Management, Risk Management, IRAs, Banking, Retirement, Mutual Funds
Education
H&R Block Income Tax Course 2012 — 2012
Certificate, Income Tax Planning
University of Maryland University College 2005 — 2010
Prince George's Community College 2001 — 2005
Calvin Coolidge High School
LaSalle Elementary
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School