Morgan Stanley Dean Witter
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. CEO: James P. Gorman (1 Jan 2010–) Headquarters: New York City, New York, United States Revenue: 37.94 billion USD (2017) Number of employees: 57,633 (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Dean Witter Employees
Employee
Years
Job
Industry
Matt Cody, CFA Matt Cody, CFA's Morgan Stanley Dean Witter Experience 2001 - 2002
Job Senior Fixed Income Analyst
Industry Investment Management
Experience
Wetherby Asset Management February 2007 - Present
Morgan Stanley Dean Witter 2001 - 2002
Security National Servicing Corp 2000 - 2001
Skills
Manager Research, Derivative Use, Fixed Income Allocation, Research, Investments, Portfolio Management, Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Valuation, Equities, Mutual Funds, Analysis, Strategy, Due Diligence
Education
University of California, Davis 2002 — 2006
bachelor of science, Statistics
Wetherby Asset Management February 2007 - Present
Morgan Stanley Dean Witter 2001 - 2002
Security National Servicing Corp 2000 - 2001
Skills
Manager Research, Derivative Use, Fixed Income Allocation, Research, Investments, Portfolio Management, Alternative Investments, Fixed Income, Asset Allocation, Asset Management, Valuation, Equities, Mutual Funds, Analysis, Strategy, Due Diligence
Education
University of California, Davis 2002 — 2006
bachelor of science, Statistics
Chal Martina Chal Martina's Morgan Stanley Dean Witter Experience 1998 - 1999
Job Computer and Print Sales at Office Depot
Industry Retail
Experience
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Office Depot 2005 - Present
SeniorCompuCare 2010 - 2011
WORL-AM Radio 2006 - 2007
Southeast Benefits Partners, LLC. 1999 - 2006
Morgan Stanley Dean Witter 1998 - 1999
Fidelity Investments 1993 - 1998
First Investors 1992 - 1993
EMI Records 1979 - 1992
Skills
Retail, Merchandising, Visual Merchandising, Sales, Customer Service, Retail Sales, Store Management, Inventory Management, Loss Prevention, Fashion, Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Cashiering, Customer Satisfaction, Marketing, Apparel, Sales Management, Facebook, Teamwork, Event Planning, Social Networking, Store Operations, Management, Training, Business Development, Telephone Skills
Education
University of Central Florida 1970 — 1972
Bachelor of Arts (BA), Communication and Media Studies
Miami-Dade Junior College South 1968 — 1970
Associate's degree, Theatre/Speech
Matt Ippolito's Morgan Stanley Dean Witter Experience 2005 - 2005
Job Associate at US Renewables Group
Industry Venture Capital & Private Equity
Experience
US Renewables Group March 2013 - Present
Exide Technologies May 2012 - August 2012
The Broad Group March 2012 - April 2012
Element Markets January 2008 - May 2011
Wachtell, Lipton, Rosen & Katz July 2006 - January 2008
Morgan Stanley Dean Witter 2005 - 2005
Skills
Due Diligence, Financial Modeling, Partnership Taxation, Risk Mitigation, Valuation, Biogas, Electricity Markets, Energy, Renewable Energy, Solar, Wind, Solar Energy, Strategy, Energy Policy, Project Finance, Investments, Market Analysis, Sustainable Energy, Cleantech, Entrepreneurship, Finance, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration, Graduated with Honors
Yale University 2002 — 2006
Bachelor of Arts
London School of Economics and Political Science 2004 — 2004
US Renewables Group March 2013 - Present
Exide Technologies May 2012 - August 2012
The Broad Group March 2012 - April 2012
Element Markets January 2008 - May 2011
Wachtell, Lipton, Rosen & Katz July 2006 - January 2008
Morgan Stanley Dean Witter 2005 - 2005
Skills
Due Diligence, Financial Modeling, Partnership Taxation, Risk Mitigation, Valuation, Biogas, Electricity Markets, Energy, Renewable Energy, Solar, Wind, Solar Energy, Strategy, Energy Policy, Project Finance, Investments, Market Analysis, Sustainable Energy, Cleantech, Entrepreneurship, Finance, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration, Graduated with Honors
Yale University 2002 — 2006
Bachelor of Arts
London School of Economics and Political Science 2004 — 2004
Craig VanWinkle, CFP® Craig VanWinkle, CFP®'s Morgan Stanley Dean Witter Experience January 1987 - March 2000
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2000 - Present
Morgan Stanley Dean Witter January 1987 - March 2000
Skills
Investments, Asset Allocation, IRAs, Securities, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Insurance, Financial Analysis, Financial Advisory
Education
The Ohio State University 1975 — 1977
University of Oklahoma 1971 — 1975
Wells Fargo Advisors, LLC March 2000 - Present
Morgan Stanley Dean Witter January 1987 - March 2000
Skills
Investments, Asset Allocation, IRAs, Securities, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Insurance, Financial Analysis, Financial Advisory
Education
The Ohio State University 1975 — 1977
University of Oklahoma 1971 — 1975
Christi Muammar Miller Christi Muammar Miller's Morgan Stanley Dean Witter Experience September 1994 - September 1999
Job Training Specialist at Morgan Stanley Little Rock Complex
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - March 2013
National Association of Junior Auxiliaries September 2005 - August 2006
Morgan Stanley Dean Witter September 1994 - September 1999
Smithsonian Museum Conservation Institute May 1994 - August 1994
National Audubon Society January 1994 - May 1994
Skills
Information Technology..., Interactive Learning, Mentoring, Face-to-face Training, FAQ, Networking, Forms Development, Marketing Communications, Quick Start Guides, Microsoft Office, Expense Reports, Account Maintenance, Managed Money, Client Liaison, CRM, Event Management, Team Building, Business Process..., Employee Training, Strategic Planning, Customer Service
Education
University of Central Arkansas 1989 — 1994
Bachelor of Science, Biology
Morgan Stanley April 2013 - Present
Morgan Stanley April 2007 - March 2013
National Association of Junior Auxiliaries September 2005 - August 2006
Morgan Stanley Dean Witter September 1994 - September 1999
Smithsonian Museum Conservation Institute May 1994 - August 1994
National Audubon Society January 1994 - May 1994
Skills
Information Technology..., Interactive Learning, Mentoring, Face-to-face Training, FAQ, Networking, Forms Development, Marketing Communications, Quick Start Guides, Microsoft Office, Expense Reports, Account Maintenance, Managed Money, Client Liaison, CRM, Event Management, Team Building, Business Process..., Employee Training, Strategic Planning, Customer Service
Education
University of Central Arkansas 1989 — 1994
Bachelor of Science, Biology
Andrew Stark Andrew Stark's Morgan Stanley Dean Witter Experience 1992 - 2007
Job Director of Baseball/ Business Development at Gameday Baseball/ Gameday Healthy Kids Foundation
Industry Sports
Experience
Gameday Baseball/ Gameday Healthy Kids Foundstion January 2014 - Present
Morgan Stanley Dean Witter 1992 - 2007
Education
The University of Georgia 1985 — 1989
Bachelor of Science (B.S.), Business & Sports Medicine
Gameday Baseball/ Gameday Healthy Kids Foundstion January 2014 - Present
Morgan Stanley Dean Witter 1992 - 2007
Education
The University of Georgia 1985 — 1989
Bachelor of Science (B.S.), Business & Sports Medicine
Douglas Seibert Douglas Seibert's Morgan Stanley Dean Witter Experience September 1999 - May 2000
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Ford Models, Innovative Artists, Self Employed January 2002 - Present
A.G. Edwards & Sons, Inc. June 2000 - July 2002
MORGAN STANLEY DEAN WITTER September 1999 - May 2000
O'BRIEN NOVELTY FOODS July 1998 - October 1998
SOLOMON SMITH BARNEY May 1998 - August 1998
Education
UNIVERSITY AT ALBANY, STATE UNIVERSITY OF NEW YORK
Bachelor of Science, Major: Finance, Minor: Economics
University at Albany
Bachelor of Science, Finance Major, Economics Minor
Penny Livingstone's Morgan Stanley Dean Witter Experience July 1984 - February 2002
Job Experienced Financial Services Learning Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2005 - November 2011
Banc of America Investments November 2002 - June 2005
Morgan Stanley Dean Witter July 1984 - February 2002
Skills
Series 7, Leadership Development, Series 24, Performance Improvement, Investment Products, Change Management, Process Improvement, Series 63, Compliance, Investments, Management, Financial Services, Sales, Project Management, Coaching, Banking, Risk Management, Wealth Management
Education
Trinity University
Biology - Pre Med
Ursuline Academy/Jesuit College Prep
Bank of America Merrill Lynch June 2005 - November 2011
Banc of America Investments November 2002 - June 2005
Morgan Stanley Dean Witter July 1984 - February 2002
Skills
Series 7, Leadership Development, Series 24, Performance Improvement, Investment Products, Change Management, Process Improvement, Series 63, Compliance, Investments, Management, Financial Services, Sales, Project Management, Coaching, Banking, Risk Management, Wealth Management
Education
Trinity University
Biology - Pre Med
Ursuline Academy/Jesuit College Prep
Robert Dressler Robert Dressler's Morgan Stanley Dean Witter Experience December 1991 - December 1998
Job Regional Brokerage Manager / Senior Vice President / Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Wells Fargo Advisors, LLC February 2011 - Present
Morgan Stanley Smith Barney March 2001 - 2011
Morgan Stanley December 1998 - March 2001
Morgan Stanley Dean Witter December 1991 - December 1998
Dean Witter December 1983 - December 1991
Skills
Recruiting, Sales Management, Risk Management, Retirement Planning, Team Building, Negotiation, Business Strategy, Hiring, Customer Relations, Compliance, Business Planning, Loans
Education
University of Arizona
BS, Management / Marketing
University of Pennsylvania - The Wharton School
Executive Education, Financial Markets / Economics
Ahmed Khatib, CFA, CFP® Ahmed Khatib, CFA, CFP®'s Morgan Stanley Dean Witter Experience 2000 - 2001
Job Senior Vice President, Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo December 2014 - Present
HighMark Capital Management (Union Bank) 2006 - December 2014
Neurology Medical Center 2003 - 2006
Nicholas-Applegate Capital Management (currently Allianz Global Investors) 2001 - 2003
Morgan Stanley Dean Witter 2000 - 2001
Skills
Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Investments, Asset Management, Investment Strategies, Mutual Funds, Asset Allocation, Wealth Management, Finance, Equities, Fixed Income, Trading, Hedge Funds, Bloomberg, Equity Research
Education
University of California, Irvine - The Paul Merage School of Business
M.B.A.
University of California, San Diego
Psychology & Economics
University of Reading
Psychology & Economics
Wells Fargo December 2014 - Present
HighMark Capital Management (Union Bank) 2006 - December 2014
Neurology Medical Center 2003 - 2006
Nicholas-Applegate Capital Management (currently Allianz Global Investors) 2001 - 2003
Morgan Stanley Dean Witter 2000 - 2001
Skills
Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Investments, Asset Management, Investment Strategies, Mutual Funds, Asset Allocation, Wealth Management, Finance, Equities, Fixed Income, Trading, Hedge Funds, Bloomberg, Equity Research
Education
University of California, Irvine - The Paul Merage School of Business
M.B.A.
University of California, San Diego
Psychology & Economics
University of Reading
Psychology & Economics
Damon Taylor, AAMS, AWMA Damon Taylor, AAMS, AWMA's Morgan Stanley Dean Witter Experience January 1995 - January 1996
Job President/ Financial Advisor at Strategic Portfolio Solutions, LLC
Industry Financial Services
Experience
Strategic Portfolio Solutions, LLC May 2011 - Present
Texas Financial Resources January 2010 - March 2011
Charles Schwab January 1998 - October 2009
United States Marine Corps Reserve March 2002 - August 2007
FSC Securities Corporation/Mid First Bank January 1997 - January 1998
Morgan Stanley Dean Witter January 1995 - January 1996
United States Marine Corps Reserves November 1987 - November 1995
Paul Revere Financial Services January 1992 - January 1995
Skills
Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Managment, Series 63, Risk Management, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Investment Strategies, Series 65, Financial Analysis, Alternative Investments, Wealth, Insurance, Financial Planners, Life Insurance, Asset Management, FINRA, Finance, Wealth Management..., Retirement, Financial Services, Financial Advisory, Fixed Annuities, 401k, Investment Management, Financial Risk, IRAs, Wealth Accumulation, Personal Finance, Strategy, ETFs, High Net Worth..., Financial Planning
Education
The University of Texas at Dallas 2010 — 2011
BA, Economics
College of Financial Planning 2006 — 2007
Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Investments and Securities
Putnam City 1985 — 1987
Putnam City
Strategic Portfolio Solutions, LLC May 2011 - Present
Texas Financial Resources January 2010 - March 2011
Charles Schwab January 1998 - October 2009
United States Marine Corps Reserve March 2002 - August 2007
FSC Securities Corporation/Mid First Bank January 1997 - January 1998
Morgan Stanley Dean Witter January 1995 - January 1996
United States Marine Corps Reserves November 1987 - November 1995
Paul Revere Financial Services January 1992 - January 1995
Skills
Series 7, Wealth Management, Portfolio Management, Retirement Planning, Investments, Estate Planning, Strategic Financial..., Asset Managment, Series 63, Risk Management, Investment Advisory, Asset Allocation, Securities, Mutual Funds, Investment Strategies, Series 65, Financial Analysis, Alternative Investments, Wealth, Insurance, Financial Planners, Life Insurance, Asset Management, FINRA, Finance, Wealth Management..., Retirement, Financial Services, Financial Advisory, Fixed Annuities, 401k, Investment Management, Financial Risk, IRAs, Wealth Accumulation, Personal Finance, Strategy, ETFs, High Net Worth..., Financial Planning
Education
The University of Texas at Dallas 2010 — 2011
BA, Economics
College of Financial Planning 2006 — 2007
Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Investments and Securities
Putnam City 1985 — 1987
Putnam City
Yuet-Peng Cheong Yuet-Peng Cheong's Morgan Stanley Dean Witter Experience May 2000 - August 2000
Job Product Management
Industry Internet
Experience
Airbnb August 2015 - Present
PayPal 2004 - Present
Yahoo! August 2001 - May 2004
Morgan Stanley Dean Witter May 2000 - August 2000
Oracle Corporation June 1994 - May 1999
Skills
Product Management, Product Strategy, Consumer Internet, Merchant Services, E-commerce, Social Commerce, Mobile Applications, Mobile Payments, iPhone, Thought Leadership, Cross-functional Team..., Project Management, Product Marketing, Analytics, Payments, Go-to-market Strategy, Strategic Partnerships, User Experience, Mobile Commerce, Mobile Internet, Management, Strategy, Business Planning, Agile Methodologies, Mobile Devices, Start-ups, Team Management, E-payments, Agile Project Management
Education
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
Airbnb August 2015 - Present
PayPal 2004 - Present
Yahoo! August 2001 - May 2004
Morgan Stanley Dean Witter May 2000 - August 2000
Oracle Corporation June 1994 - May 1999
Skills
Product Management, Product Strategy, Consumer Internet, Merchant Services, E-commerce, Social Commerce, Mobile Applications, Mobile Payments, iPhone, Thought Leadership, Cross-functional Team..., Project Management, Product Marketing, Analytics, Payments, Go-to-market Strategy, Strategic Partnerships, User Experience, Mobile Commerce, Mobile Internet, Management, Strategy, Business Planning, Agile Methodologies, Mobile Devices, Start-ups, Team Management, E-payments, Agile Project Management
Education
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor of Science (BS), Mathematics
Scott Forsyth, CFP® Scott Forsyth, CFP®'s Morgan Stanley Dean Witter Experience April 1996 - April 1997
Job Financial Planner, Wealth Manager
Industry Financial Services
Experience
G5 Financial Group April 2008 - Present
Royal Alliance Associates INC July 2002 - April 2008
US Bancorp Piper Jaffray April 1997 - June 2002
Morgan Stanley Dean Witter April 1996 - April 1997
Skills
Comprehensive Wealth..., Proactive Asset..., Pre and Post Retirement..., Certified Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investments
Education
University of Colorado Boulder 1987 — 1991
G5 Financial Group April 2008 - Present
Royal Alliance Associates INC July 2002 - April 2008
US Bancorp Piper Jaffray April 1997 - June 2002
Morgan Stanley Dean Witter April 1996 - April 1997
Skills
Comprehensive Wealth..., Proactive Asset..., Pre and Post Retirement..., Certified Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investments
Education
University of Colorado Boulder 1987 — 1991
Marc Kipness Marc Kipness's Morgan Stanley Dean Witter Experience 1996 - 1999
Job Senior Mortgage Consultant at United Mortgage Corp.
Industry Real Estate
Experience
United Mortgage Corp. September 2015 - Present
U.S. Mortgage of Florida January 2014 - Present
Flagstar Bank 2013 - 2014
First Choice Bank 2010 - 2013
Marsh & McLennan Companies, Inc. 2009 - 2010
Bayview Financial 2002 - 2008
EquityCity.com 2000 - 2002
Morgan Stanley Dean Witter 1996 - 1999
Skills
Portfolio Management, Leadership, Loans, Real Estate, Sales, Training, Marketing, Commercial Real Estate, Risk Management, Start-ups, Due Diligence, Financial Analysis, Underwriting, Banking, Finance, Analysis, Customer Service, Account Management, Insurance, New Business Development, Business Development, Negotiation, Credit, FHA, Investments, Loan Origination, Investment Properties, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, USDA, Commercial Mortgages, Commercial Lending, VA loans
Education
University of Pennsylvania 1989 — 1993
B.A., Economics
University of Connecticut 1995 — 1997
M.B.A., Finance
United Mortgage Corp. September 2015 - Present
U.S. Mortgage of Florida January 2014 - Present
Flagstar Bank 2013 - 2014
First Choice Bank 2010 - 2013
Marsh & McLennan Companies, Inc. 2009 - 2010
Bayview Financial 2002 - 2008
EquityCity.com 2000 - 2002
Morgan Stanley Dean Witter 1996 - 1999
Skills
Portfolio Management, Leadership, Loans, Real Estate, Sales, Training, Marketing, Commercial Real Estate, Risk Management, Start-ups, Due Diligence, Financial Analysis, Underwriting, Banking, Finance, Analysis, Customer Service, Account Management, Insurance, New Business Development, Business Development, Negotiation, Credit, FHA, Investments, Loan Origination, Investment Properties, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, USDA, Commercial Mortgages, Commercial Lending, VA loans
Education
University of Pennsylvania 1989 — 1993
B.A., Economics
University of Connecticut 1995 — 1997
M.B.A., Finance
Lisa Schifilliti Lisa Schifilliti's Morgan Stanley Dean Witter Experience 1985 - 2008
Job Project Manager at Adapt Telephony Services, LLC
Industry Information Technology and Services
Experience
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Adapt Telephony Services, LLC April 2015 - Present
Mental Health Association of NYC October 2014 - April 2015
Hudson Health Plan an MVP Company July 2008 - September 2014
Morgan Stanley 1997 - 2008
Dean Witter 1985 - 2008
Morgan Stanley Dean Witter 1985 - 2008
Skills
Vendor Management, Data Center, Telecommunications, Disaster Recovery, Business Analysis, Interactive Intelligence, Call Center Telephony, Project Management, Information Technology, Integration, PMO, Process Improvement, Visio, Program Management, PMP, Project Portfolio..., IT Management
Education
State University of New York - System
Science & Business
Frank Corto Frank Corto's Morgan Stanley Dean Witter Experience 1993 - 1997
Job Corto Financial Group,LLC
Industry Financial Services
Experience
Corto Financial Group, LLC April 2011 - Present
Martin/Wight &Co. LLC - Mass Mutual October 2001 - March 2011
Olde Discount Stockbrokers 1997 - 2001
Morgan Stanley Dean Witter 1993 - 1997
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Management, Specific Disability..., Executive Benefits -..., 401k Safe Harbor /..., Financial Planning, Asset Allocation, Financial Planners, Risk Management, Defined Benefit, Mutual Funds, Fixed Annuities, Retirement Plan..., Employee Benefits, Term Life Insurance, Life Insurance, Finance, Defined Benefit Plans
Education
The Johns Hopkins University 1989 — 1993
BS, Economics and Psychology
St. Pauls School for Boys
Corto Financial Group, LLC April 2011 - Present
Martin/Wight &Co. LLC - Mass Mutual October 2001 - March 2011
Olde Discount Stockbrokers 1997 - 2001
Morgan Stanley Dean Witter 1993 - 1997
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Asset Management, Specific Disability..., Executive Benefits -..., 401k Safe Harbor /..., Financial Planning, Asset Allocation, Financial Planners, Risk Management, Defined Benefit, Mutual Funds, Fixed Annuities, Retirement Plan..., Employee Benefits, Term Life Insurance, Life Insurance, Finance, Defined Benefit Plans
Education
The Johns Hopkins University 1989 — 1993
BS, Economics and Psychology
St. Pauls School for Boys
Jennifer Kaye's Morgan Stanley Dean Witter Experience February 2002 - June 2002
Job Account Manager at Cashet Card LLC
Industry Entertainment
Experience
CASHet Card November 2014 - Present
Maniaci Insurance Services, Inc. October 2009 - October 2014
California Health Plans February 2003 - October 2009
Morgan Stanley Dean Witter February 2002 - June 2002
Skills
Health Insurance, Life Insurance, Disability Insurance, Brokers, Medicare, Long-term Care, Employee Benefits, Sales, Account Management, Salesforce.com, Health Savings Accounts, Data Analysis, Individual Health..., Team Management, Team Building, Employee Training, Fixed Annuities
Education
University of Colorado at Boulder 1998 — 2002
Bachelor’s Degree, Economics with Business Administration minor
Mira Costa High School 1994 — 1998
high school diploma, general
UCLA Extension
Production Accounting
CASHet Card November 2014 - Present
Maniaci Insurance Services, Inc. October 2009 - October 2014
California Health Plans February 2003 - October 2009
Morgan Stanley Dean Witter February 2002 - June 2002
Skills
Health Insurance, Life Insurance, Disability Insurance, Brokers, Medicare, Long-term Care, Employee Benefits, Sales, Account Management, Salesforce.com, Health Savings Accounts, Data Analysis, Individual Health..., Team Management, Team Building, Employee Training, Fixed Annuities
Education
University of Colorado at Boulder 1998 — 2002
Bachelor’s Degree, Economics with Business Administration minor
Mira Costa High School 1994 — 1998
high school diploma, general
UCLA Extension
Production Accounting
Heather Long Heather Long's Morgan Stanley Dean Witter Experience May 1996 - May 2000
Job Business Development, Capital Markets Advisory, Capital Raising Executive
Industry Capital Markets
Experience
LCG Capital October 2011 - Present
Regions Bank February 2008 - December 2010
Bankof America 2007 - 2008
SunTrust Bank 2001 - 2001
Morgan Stanley Dean Witter May 1996 - May 2000
Education
University of Florida - Warrington College Of Business 2000 — 2001
MBA, Finance
University of Florida 1994 — 1995
Master of Exercise & Sports Science, Sports Administration
University of Florida 1990 — 1993
B.A., Mathematics
LCG Capital October 2011 - Present
Regions Bank February 2008 - December 2010
Bankof America 2007 - 2008
SunTrust Bank 2001 - 2001
Morgan Stanley Dean Witter May 1996 - May 2000
Education
University of Florida - Warrington College Of Business 2000 — 2001
MBA, Finance
University of Florida 1994 — 1995
Master of Exercise & Sports Science, Sports Administration
University of Florida 1990 — 1993
B.A., Mathematics
Joseph Budd, CFP® ChFC® Joseph Budd, CFP® ChFC®'s Morgan Stanley Dean Witter Experience December 1995 - August 2001
Job Managing Partner at Budd, Melone & Co. Financial Consulting Group Greater Detroit Area
Industry Financial Services
Experience
Budd, Melone & Co. Financial Consulting Group May 2009 - Present
Smith Barney August 2001 - May 2009
Morgan Stanley Dean Witter December 1995 - August 2001
Education
The American College 1999 — 2008
CFP® ChFC® Masters of Science in Financial Services, Financial Planning
Walsh College 1986 — 1988
BBA, Finance
Budd, Melone & Co. Financial Consulting Group May 2009 - Present
Smith Barney August 2001 - May 2009
Morgan Stanley Dean Witter December 1995 - August 2001
Education
The American College 1999 — 2008
CFP® ChFC® Masters of Science in Financial Services, Financial Planning
Walsh College 1986 — 1988
BBA, Finance
Amy L. Glines's Morgan Stanley Dean Witter Experience July 2004 - July 2006
Job Independent Life Coach at Life Designs
Industry Professional Training & Coaching
Experience
Life Designs July 2008 - Present
HSBC July 2006 - July 2008
Morgan Stanley Dean Witter July 2004 - July 2006
USAF August 1999 - August 2004
Skills
Small Business, Entrepreneurship, Corporations, Start-ups, QuickBooks, Tax Preparation, Bookkeeping, Income, Personal Finance, Strategic Financial..., Wellness, Business Coaching, Accounting, Franchising, LLC, Long-term Care, Business, Wealth, Tax, Executive Management, Public Speaking, Leadership
Education
Troy University 1995 — 1999
Bachelor's Degree, Psychology
Stark State College 2010 — 2012
Associate's Degree, Accounting
Stark State College of Technology 2010 — 2012
Associate's Degree, Massage Therapy/Therapeutic Massage
Life Designs July 2008 - Present
HSBC July 2006 - July 2008
Morgan Stanley Dean Witter July 2004 - July 2006
USAF August 1999 - August 2004
Skills
Small Business, Entrepreneurship, Corporations, Start-ups, QuickBooks, Tax Preparation, Bookkeeping, Income, Personal Finance, Strategic Financial..., Wellness, Business Coaching, Accounting, Franchising, LLC, Long-term Care, Business, Wealth, Tax, Executive Management, Public Speaking, Leadership
Education
Troy University 1995 — 1999
Bachelor's Degree, Psychology
Stark State College 2010 — 2012
Associate's Degree, Accounting
Stark State College of Technology 2010 — 2012
Associate's Degree, Massage Therapy/Therapeutic Massage
Bill Kallaos Jr.'s Morgan Stanley Dean Witter Experience March 2001 - January 2003
Job Financial Advisor at Four Seasons Wealth Management
Industry Financial Services
Experience
Four Seasons Wealth Management November 2009 - Present
Merrill Lynch February 2003 - November 2009
Morgan Stanley Dean Witter March 2001 - January 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Four Seasons Wealth Management November 2009 - Present
Merrill Lynch February 2003 - November 2009
Morgan Stanley Dean Witter March 2001 - January 2003
Skills
Retirement Planning, Wealth Management, Estate Planning, Investment Strategies, Wealth, Financial Advisory, Securities, Financial Planners, Investment Management, Financial Services, FINRA, Series 7
Education
The University of Kansas 1996 — 2000
Bachelor of Science, Business Administration
Jeff Locker, WMS, CFP® Jeff Locker, WMS, CFP®'s Morgan Stanley Dean Witter Experience 2006 - 2006
Job Financial Advisor
Industry Financial Services
Experience
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Raymond James June 2008 - Present
Provident Funding Associates L.P. June 2007 - June 2008
Morgan Stanley Dean Witter 2006 - 2006
Blue Crest Capital Management 2005 - 2005
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Financial Advisory, Securities, Mortgage Lending, Personal Finance, Certified Financial..., Series 7, Mutual Funds
Education
University of Florida 2003 — 2007
Bachelors, Finance
Kaplan University
CFP
Chris McManus Chris McManus's Morgan Stanley Dean Witter Experience 1999 - 2001
Job Sr. Business Analyst Business Intelligence, Global Products and Services Group
Industry Management Consulting
Experience
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Laureate Education February 2012 - Present
Syndicated January 2011 - Present
Syndicated Consulting, Inc. October 2005 - Present
TIAA-CREF February 2011 - August 2011
T. Rowe Price October 2010 - January 2011
MK Consulting, Incorporated January 1993 - July 2005
Fifth Third Bank 2002 - May 2005
Charles Schwab 2002 - 2004
The Standard 2001 - 2003
Morgan Stanley Dean Witter 1999 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Integration, Requirements Analysis, Enterprise Software, Consulting, Project Management, Business Process..., Banking, Business Process, Software Project..., Financial Services, Quality Assurance, Business Requirements, Resource Management, Visio, Management Consulting, Program Management, Data Warehousing, Databases, Vendor Management, Software Development, Requirements Gathering, Enterprise Architecture, Process Improvement
Education
Towson University
BS
University of Baltimore
Masters Program: Business/Public Administration
Christopher Ballard, CFP® Christopher Ballard, CFP®'s Morgan Stanley Dean Witter Experience May 2000 - April 2002
Job Managing Director
Industry Financial Services
Experience
Check Capital Management August 2012 - Present
Green Thumb Financial July 2009 - September 2012
Charles Schwab April 2002 - April 2009
Morgan Stanley Dean Witter May 2000 - April 2002
Education
University of California, Santa Barbara 1991 — 1995
Bachelors, Environmental Studies
University of California, Santa Barbara 1991 — 1995
Check Capital Management August 2012 - Present
Green Thumb Financial July 2009 - September 2012
Charles Schwab April 2002 - April 2009
Morgan Stanley Dean Witter May 2000 - April 2002
Education
University of California, Santa Barbara 1991 — 1995
Bachelors, Environmental Studies
University of California, Santa Barbara 1991 — 1995
Philip Mariconda Philip Mariconda's Morgan Stanley Dean Witter Experience May 1999 - January 2000
Job Data Analyst at Garden City Group
Industry Information Technology and Services
Experience
Deloitte May 2007 - August 2009
BearingPoint March 2004 - May 2007
United Water October 2002 - November 2003
Central Unitarian Church September 2001 - December 2002
Schultz Corporation September 2001 - October 2001
Verizon February 2000 - July 2001
Goldman Sachs January 2000 - February 2000
Morgan Stanley Dean Witter May 1999 - January 2000
PCF - Publishers Circulation Fulfillment April 1994 - May 1999
Atlantic Metropolitan Hockey League January 1994 - January 1997
Skills
Microsoft Excel, Data Analysis, Visio, Software Documentation, Quality Assurance, Databases, Process Improvement, Access, Analysis, Team Leadership, Microsoft Office, Budgets, Business Intelligence, Technical Support
Education
State University of New York at New Paltz 1986 — 1990
BS, Computer Science (Business Admin minor)
Deloitte May 2007 - August 2009
BearingPoint March 2004 - May 2007
United Water October 2002 - November 2003
Central Unitarian Church September 2001 - December 2002
Schultz Corporation September 2001 - October 2001
Verizon February 2000 - July 2001
Goldman Sachs January 2000 - February 2000
Morgan Stanley Dean Witter May 1999 - January 2000
PCF - Publishers Circulation Fulfillment April 1994 - May 1999
Atlantic Metropolitan Hockey League January 1994 - January 1997
Skills
Microsoft Excel, Data Analysis, Visio, Software Documentation, Quality Assurance, Databases, Process Improvement, Access, Analysis, Team Leadership, Microsoft Office, Budgets, Business Intelligence, Technical Support
Education
State University of New York at New Paltz 1986 — 1990
BS, Computer Science (Business Admin minor)
Scott E Grooms, CFP® Scott E Grooms, CFP®'s Morgan Stanley Dean Witter Experience 1993 - 1998
Job CERTIFIED FINANCIAL PLANNER™, Comprehensive Wealth Manager, Investment Advisor at Grooms Wealth Management
Industry Investment Management
Experience
Grooms Wealth Management March 2004 - Present
Smith Barney 1998 - 2003
Morgan Stanley Dean Witter 1993 - 1998
Skills
Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, Public Speaking, Retirement Planning, Investment Advisory, Securities, Estate Planning, Due Diligence, Strategic Planning, Marketing Strategy, Wealth, Financial Planners, Certified Financial..., Financial Advisory, Trust Services, Charitable Gift Planning, Wealth Preservation..., Personalized Service
Education
University of California, Irvine 1987 — 1991
B.A., Political Science, emph: Economics, Psychology
Grooms Wealth Management March 2004 - Present
Smith Barney 1998 - 2003
Morgan Stanley Dean Witter 1993 - 1998
Skills
Wealth Management, Wealth Management..., Strategic Financial..., Investment Management, Public Speaking, Retirement Planning, Investment Advisory, Securities, Estate Planning, Due Diligence, Strategic Planning, Marketing Strategy, Wealth, Financial Planners, Certified Financial..., Financial Advisory, Trust Services, Charitable Gift Planning, Wealth Preservation..., Personalized Service
Education
University of California, Irvine 1987 — 1991
B.A., Political Science, emph: Economics, Psychology
Gerard Doyle Gerard Doyle's Morgan Stanley Dean Witter Experience January 1998 - January 1999
Job
Industry Information Technology and Services
Experience
Smiths Detection January 2004 - Present
TSA DHS January 2002 - January 2004
Unisys January 1999 - January 2001
MORGAN STANLEY-DEAN WITTER January 1998 - January 1999
INSURANCE SERVICES OFFICE January 1991 - January 1998
Skills
Process Improvement, Project Planning, Security, Program Management, Project Management, Microsoft Excel, Troubleshooting, Microsoft Word
Education
IONA COLLEGE – SCHOOL OF BUSINESS
Master of Science, Network Information Systems
PACE UNIVERSITY – SCHOOL OF INFORMATION SCIENCES
Bachelor of Science, Computer Science
TZ
TZ
University of Connecticut
Smiths Detection January 2004 - Present
TSA DHS January 2002 - January 2004
Unisys January 1999 - January 2001
MORGAN STANLEY-DEAN WITTER January 1998 - January 1999
INSURANCE SERVICES OFFICE January 1991 - January 1998
Skills
Process Improvement, Project Planning, Security, Program Management, Project Management, Microsoft Excel, Troubleshooting, Microsoft Word
Education
IONA COLLEGE – SCHOOL OF BUSINESS
Master of Science, Network Information Systems
PACE UNIVERSITY – SCHOOL OF INFORMATION SCIENCES
Bachelor of Science, Computer Science
TZ
TZ
University of Connecticut
Marissa Sclafani Marissa Sclafani's Morgan Stanley Dean Witter Experience January 2000 - January 2001
Job Assistant Manager at Lil Builders
Industry Automotive
Experience
Lil Builders January 2014 - Present
Insurance Auto Auctions January 2009 - January 2013
Stony Brook University Hospital January 2008 - January 2009
Nationwide Insurance January 2001 - January 2006
Morgan Stanley Dean Witter January 2000 - January 2001
Skills
Customer Service, Social Media, Internet, Microsoft Office, Office Management, Data Entry, 10 Key, Proofreading, Creative Writing, Hospitality Industry, Restaurants, Human Resources, Management, Sales, Customer Satisfaction
Education
Suffolk County Community College 1998 — 2015
Associate's Degree, Business Administration and Management, General
Lil Builders January 2014 - Present
Insurance Auto Auctions January 2009 - January 2013
Stony Brook University Hospital January 2008 - January 2009
Nationwide Insurance January 2001 - January 2006
Morgan Stanley Dean Witter January 2000 - January 2001
Skills
Customer Service, Social Media, Internet, Microsoft Office, Office Management, Data Entry, 10 Key, Proofreading, Creative Writing, Hospitality Industry, Restaurants, Human Resources, Management, Sales, Customer Satisfaction
Education
Suffolk County Community College 1998 — 2015
Associate's Degree, Business Administration and Management, General
Kery Hutner, CFP® Kery Hutner, CFP®'s Morgan Stanley Dean Witter Experience May 1997 - July 1999
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 1999 - Present
Morgan Stanley Dean Witter May 1997 - July 1999
National City Bank June 1996 - January 1997
Education
University of Florida 1991 — 1995
BSBA, Finance
Wells Fargo Advisors, LLC July 1999 - Present
Morgan Stanley Dean Witter May 1997 - July 1999
National City Bank June 1996 - January 1997
Education
University of Florida 1991 — 1995
BSBA, Finance
Richard Turcotte Richard Turcotte's Morgan Stanley Dean Witter Experience 1998 - 2002
Job Writer
Industry Writing and Editing
Experience
Transportation Advisory Committee 2010 - Present
Self-employed 2004 - Present
Bowes Real Estate 2003 - 2004
Morgan Stanley 2002 - 2003
Morgan Stanley Dean Witter 1998 - 2002
New York Life Insurance Company 1996 - 1997
TRW/Nations/Fidelity Title 1993 - 1996
Closings, Ltd. 1992 - 1993
ChildProof of New England 1991 - 1992
CDM Group 1990 - 1991
Education
Suffolk Law School
Doctor of Law (J.D.)
Western New England College
Bachelor of Arts (B.A.), Political Science
Transportation Advisory Committee 2010 - Present
Self-employed 2004 - Present
Bowes Real Estate 2003 - 2004
Morgan Stanley 2002 - 2003
Morgan Stanley Dean Witter 1998 - 2002
New York Life Insurance Company 1996 - 1997
TRW/Nations/Fidelity Title 1993 - 1996
Closings, Ltd. 1992 - 1993
ChildProof of New England 1991 - 1992
CDM Group 1990 - 1991
Education
Suffolk Law School
Doctor of Law (J.D.)
Western New England College
Bachelor of Arts (B.A.), Political Science
Lisa Doche's Morgan Stanley Dean Witter Experience June 1984 - April 1987
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1987 - Present
Morgan Stanley Dean Witter June 1984 - April 1987
Schneider, Burnett & Hickman September 1982 - June 1984
Skills
Retirement Planning, Comprehensive..., Charitable Gift Planning, Insurance and risk..., Life event planning, Executive stock options..., Preparing heirs for..., College Savings Plans, Mutual Funds, 401k Rollovers, Finance, Securities, Customer Service, Retirement, Financial Analysis, Sales
Education
Renaissance Charitable Giving Institute 1996 — 1996
Charitable Planned Giving
Texas Tech University 1980 — 1984
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors, LLC April 1987 - Present
Morgan Stanley Dean Witter June 1984 - April 1987
Schneider, Burnett & Hickman September 1982 - June 1984
Skills
Retirement Planning, Comprehensive..., Charitable Gift Planning, Insurance and risk..., Life event planning, Executive stock options..., Preparing heirs for..., College Savings Plans, Mutual Funds, 401k Rollovers, Finance, Securities, Customer Service, Retirement, Financial Analysis, Sales
Education
Renaissance Charitable Giving Institute 1996 — 1996
Charitable Planned Giving
Texas Tech University 1980 — 1984
Bachelor of Business Administration (BBA), Finance
Derrek Space Derrek Space's Morgan Stanley Dean Witter Experience 1998 - 1998
Job
Industry Insurance
Experience
AIG 2012 - Present
Pernod Ricard 2012 - 2012
Brightstar 2011 - 2011
Markit 2010 - 2011
PepsiCo 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Lehman Brothers Inc. 2001 - 2005
Arthur Andersen 2000 - 2000
Smith Barney 1999 - 1999
Morgan Stanley Dean Witter 1998 - 1998
Skills
ERP/CRM, Excel, Financial Modeling, Strategic Planning, Financial Analysis, Regulatory Reporting, Cost Accounting, Big 4, Big Picture Thinking, Business Relationship..., Business Planning, Financial Management, Capital Structure, Capital Spending, Project Management, Budgeting and..., P&L Implementation, Treasury and Cash..., CPFR, Exchange Rate Reporting, Internal Controls, Process Development, Demand Planning, Profitability..., Performance Optimization, Decision-Making, S&OP, Organizational..., Multi-Site Operations, Fluent: English,..., Forecasting, Budgets, Sales Plan, Income Statement, Capex, Treasury, Microsoft Excel, Managerial Finance, CO-PA, Performance Tuning, Process Simulation, Strategy, Accounting, Business Development, Big-picture Thinking, Management, Cash Management, Finance, Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
M.B.A.
University of Florida - Warrington College Of Business 1997 — 2001
B.S.B.A.
AIG 2012 - Present
Pernod Ricard 2012 - 2012
Brightstar 2011 - 2011
Markit 2010 - 2011
PepsiCo 2008 - 2009
PricewaterhouseCoopers 2005 - 2008
Lehman Brothers Inc. 2001 - 2005
Arthur Andersen 2000 - 2000
Smith Barney 1999 - 1999
Morgan Stanley Dean Witter 1998 - 1998
Skills
ERP/CRM, Excel, Financial Modeling, Strategic Planning, Financial Analysis, Regulatory Reporting, Cost Accounting, Big 4, Big Picture Thinking, Business Relationship..., Business Planning, Financial Management, Capital Structure, Capital Spending, Project Management, Budgeting and..., P&L Implementation, Treasury and Cash..., CPFR, Exchange Rate Reporting, Internal Controls, Process Development, Demand Planning, Profitability..., Performance Optimization, Decision-Making, S&OP, Organizational..., Multi-Site Operations, Fluent: English,..., Forecasting, Budgets, Sales Plan, Income Statement, Capex, Treasury, Microsoft Excel, Managerial Finance, CO-PA, Performance Tuning, Process Simulation, Strategy, Accounting, Business Development, Big-picture Thinking, Management, Cash Management, Finance, Analysis, Mergers
Education
The University of Connecticut School of Business 2007 — 2011
M.B.A.
University of Florida - Warrington College Of Business 1997 — 2001
B.S.B.A.
Annika Rogers Annika Rogers's Morgan Stanley Dean Witter Experience October 1996 - October 1997
Job Engineering Manager at Castlight Health
Industry Computer Software
Experience
Castlight Health February 2014 - Present
Lincoln Street Software 2008 - Present
Nolo December 2009 - July 2011
Stanford University 2001 - 2008
Portera Systems 1999 - 2001
Extensity 1998 - 1999
Morgan Stanley Dean Witter October 1996 - October 1997
Education
University of California, Berkeley 1990 — 1994
BA, Computer Science
Castlight Health February 2014 - Present
Lincoln Street Software 2008 - Present
Nolo December 2009 - July 2011
Stanford University 2001 - 2008
Portera Systems 1999 - 2001
Extensity 1998 - 1999
Morgan Stanley Dean Witter October 1996 - October 1997
Education
University of California, Berkeley 1990 — 1994
BA, Computer Science
Kristina Schroeder Kristina Schroeder's Morgan Stanley Dean Witter Experience May 2005 - August 2007
Job Manager of Sales Analytics at Besse Medical
Industry Wholesale
Experience
Besse Medical September 2011 - Present
AmerisourceBergen March 2009 - September 2011
AmerisourceBergen August 2007 - February 2009
Morgan Stanley Dean Witter May 2005 - August 2007
Skills
Budgets, Cross-functional Team..., Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Process Improvement, SAP, Accounts Receivable, Variance Analysis, Strategic Planning, Sarbanes-Oxley Act, Sales Operations
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Besse Medical September 2011 - Present
AmerisourceBergen March 2009 - September 2011
AmerisourceBergen August 2007 - February 2009
Morgan Stanley Dean Witter May 2005 - August 2007
Skills
Budgets, Cross-functional Team..., Essbase, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Process Improvement, SAP, Accounts Receivable, Variance Analysis, Strategic Planning, Sarbanes-Oxley Act, Sales Operations
Education
The Ohio State University Fisher College of Business 2003 — 2007
BSBA, Finance
Jeni Monroe Vargas Jeni Monroe Vargas's Morgan Stanley Dean Witter Experience November 1997 - June 1999
Job Office Manager
Industry Restaurants
Experience
Cafe Borrone, Inc. April 2006 - June 2011
1185 Design April 2000 - September 2003
Cafe Borrone June 1999 - January 2000
Morgan Stanley Dean Witter November 1997 - June 1999
Skills
Project Management
Education
University of California, Santa Cruz 2003 — 2007
Bachelor's Degree, European History
Cafe Borrone, Inc. April 2006 - June 2011
1185 Design April 2000 - September 2003
Cafe Borrone June 1999 - January 2000
Morgan Stanley Dean Witter November 1997 - June 1999
Skills
Project Management
Education
University of California, Santa Cruz 2003 — 2007
Bachelor's Degree, European History
William Frith William Frith's Morgan Stanley Dean Witter Experience 2001 - 2004
Job Vice President Agency Sales / Recruiting Director at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Securian Financial Group - Capital Financial Strategies April 2015 - Present
New England Financial May 2009 - March 2015
AIG SunAmerica January 2008 - May 2009
Merrill Lynch 2004 - 2007
Morgan Stanley Dean Witter 2001 - 2004
Skills
Financial Advisory, Investment Advisory, Annuity Specialist, Life Insurance, Mutual Funds, 401k, Asset Allocation, Series 24, Series 7, Series 63, Series 65
Education
University of North Florida - College of Business Administration 1994 — 1996
MBA
University of Florida 1988 — 1992
BA, Business
Paul Schorkopf Paul Schorkopf's Morgan Stanley Dean Witter Experience August 1998 - September 2002
Job Enterprise Account Manager at XO Communications
Industry Internet
Experience
XO Communications August 2015 - Present
365 Data Centers June 2014 - June 2015
EarthLink Business April 2013 - June 2014
Dell August 2010 - April 2013
Dell August 2008 - August 2011
Dell May 2005 - August 2008
JP Morgan Chase May 2003 - May 2004
American Express Financial Advisors February 2003 - January 2004
Morgan Stanley Dean Witter August 1998 - September 2002
Skills
SaaS, Storage, Account Acquisition, Solution Selling, Consultative Selling, Server Architecture, Cloud Computing, SAN, Virtualization, NAS, VMware, Storage Area Networks, iSCSI, Enterprise Software, Servers, Managed Services, Data Center, Disaster Recovery, Tape, Storage Virtualization, Salesforce.com, RAID, Deduplication, High Availability, Replication, SMB, Software Sales, Hosted Services, Managed Hosting, Product Management, PaaS, Clustering, Sales Management, Sales Process, Enterprise Storage, Storage Solutions, Backup Solutions, Business Continuity, VMware Infrastructure, Storage Architecture, Pre-sales, Solution Design, Professional Services, Enterprise Architecture, Hardware, RFP, Sales Presentations, IT Management, Computer Hardware, Colocation
Education
State University of New York College at Cortland
BA, political science
XO Communications August 2015 - Present
365 Data Centers June 2014 - June 2015
EarthLink Business April 2013 - June 2014
Dell August 2010 - April 2013
Dell August 2008 - August 2011
Dell May 2005 - August 2008
JP Morgan Chase May 2003 - May 2004
American Express Financial Advisors February 2003 - January 2004
Morgan Stanley Dean Witter August 1998 - September 2002
Skills
SaaS, Storage, Account Acquisition, Solution Selling, Consultative Selling, Server Architecture, Cloud Computing, SAN, Virtualization, NAS, VMware, Storage Area Networks, iSCSI, Enterprise Software, Servers, Managed Services, Data Center, Disaster Recovery, Tape, Storage Virtualization, Salesforce.com, RAID, Deduplication, High Availability, Replication, SMB, Software Sales, Hosted Services, Managed Hosting, Product Management, PaaS, Clustering, Sales Management, Sales Process, Enterprise Storage, Storage Solutions, Backup Solutions, Business Continuity, VMware Infrastructure, Storage Architecture, Pre-sales, Solution Design, Professional Services, Enterprise Architecture, Hardware, RFP, Sales Presentations, IT Management, Computer Hardware, Colocation
Education
State University of New York College at Cortland
BA, political science
Laurie Richoux Laurie Richoux's Morgan Stanley Dean Witter Experience June 1994 - April 1996
Job Customer Service Manager, Supply Management Team at Medtronic
Industry Financial Services
Experience
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
George MAYORGA George MAYORGA's Morgan Stanley Dean Witter Experience 1986 - 2002
Job Wine Concierge
Industry Wine and Spirits
Experience
WINE TELESALES October 2009 - Present
CLIFF LEDE VINEYARDS September 2009 - Present
SWANSON FAMILY VINEYARDS 2010 - 2011
BENNETT LANE WINERY September 2009 - December 2010
Chateau Montelena Winery 2009 - 2010
CALL FOR WINE 2008 - December 2009
SELF EMPLOYED 2002 - 2008
MORGAN STANLEY DEAN WITTER 1986 - 2002
Macy's West 1985 - 1986
Self-Employed 1984 - 1986
Skills
New Business Development, Sales, Lead Generation, Business Development, Wine, Management, E-commerce, Negotiation, Wine Tasting, Direct Marketing, Wineries, Social Media, Strategic Planning, Customer Service, Account Management
Education
University of California, Davis
B.S. Cum Laude, Agricultural Economics
WINE TELESALES October 2009 - Present
CLIFF LEDE VINEYARDS September 2009 - Present
SWANSON FAMILY VINEYARDS 2010 - 2011
BENNETT LANE WINERY September 2009 - December 2010
Chateau Montelena Winery 2009 - 2010
CALL FOR WINE 2008 - December 2009
SELF EMPLOYED 2002 - 2008
MORGAN STANLEY DEAN WITTER 1986 - 2002
Macy's West 1985 - 1986
Self-Employed 1984 - 1986
Skills
New Business Development, Sales, Lead Generation, Business Development, Wine, Management, E-commerce, Negotiation, Wine Tasting, Direct Marketing, Wineries, Social Media, Strategic Planning, Customer Service, Account Management
Education
University of California, Davis
B.S. Cum Laude, Agricultural Economics
Lisa Geller Lisa Geller's Morgan Stanley Dean Witter Experience January 1997 - October 1998
Job Information Security Portfolio Manager at Citibank
Industry Capital Markets
Experience
Citibank April 2008 - August 2012
JIA Services, Inc. August 2003 - January 2008
The Tri-Tech Group January 2000 - June 2003
Prudential November 1998 - December 2000
Morgan Stanley Dean Witter January 1997 - October 1998
RCG Information Technology June 1995 - January 1997
PriceWaterhouseCoopers June 1994 - June 1995
Skills
Financial Services, Business Analysis, Risk Management, Project Management, Vendor Management, Portfolio Management, CRM, Management Consulting, Financial Analysis, Relationship Management, Financial Modeling, Mutual Funds, Contract Negotiation, Budgets, Software Development, Business Process..., Capital Markets, Management, Mortgage Lending, Business Process, Requirements Analysis, Program Management, Analysis, Strategic Planning
Education
NYU Stern School of Business 1992 — 1994
MBA, Finance, Information Technology
SUNY Albany 1986 — 1990
BA, Communications
Cold Spring Harbor High School 1984 — 1986
Regents Diploma
Solomon Schechter Day School of Nassau County 1976 — 1983
Citibank April 2008 - August 2012
JIA Services, Inc. August 2003 - January 2008
The Tri-Tech Group January 2000 - June 2003
Prudential November 1998 - December 2000
Morgan Stanley Dean Witter January 1997 - October 1998
RCG Information Technology June 1995 - January 1997
PriceWaterhouseCoopers June 1994 - June 1995
Skills
Financial Services, Business Analysis, Risk Management, Project Management, Vendor Management, Portfolio Management, CRM, Management Consulting, Financial Analysis, Relationship Management, Financial Modeling, Mutual Funds, Contract Negotiation, Budgets, Software Development, Business Process..., Capital Markets, Management, Mortgage Lending, Business Process, Requirements Analysis, Program Management, Analysis, Strategic Planning
Education
NYU Stern School of Business 1992 — 1994
MBA, Finance, Information Technology
SUNY Albany 1986 — 1990
BA, Communications
Cold Spring Harbor High School 1984 — 1986
Regents Diploma
Solomon Schechter Day School of Nassau County 1976 — 1983
Marvin Joubert Marvin Joubert's Morgan Stanley Dean Witter Experience May 1986 - April 2004
Job Registered Investment Advisor Representative at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2009 - Present
Morgan Stanley Dean Witter May 1986 - April 2004
Education
University of Houston, C.T. Bauer College of Business 1971 — 1978
B.A., Finance
Stark H.S.
Raymond James Financial Inc. May 2009 - Present
Morgan Stanley Dean Witter May 1986 - April 2004
Education
University of Houston, C.T. Bauer College of Business 1971 — 1978
B.A., Finance
Stark H.S.
DAWN ALTA REHRIG DAWN ALTA REHRIG's Morgan Stanley Dean Witter Experience November 1991 - June 2002
Job President at WEALTH MANAGEMENT STRATEGIES
Industry Financial Services
Experience
WEALTH MANAGEMENT STRATEGIES June 2002 - Present
Morgan Stanley Dean Witter November 1991 - June 2002
LG Corporation September 1988 - August 1991
Education
Temple University 1986 — 1988
MJ, JOURALISM
WEALTH MANAGEMENT STRATEGIES June 2002 - Present
Morgan Stanley Dean Witter November 1991 - June 2002
LG Corporation September 1988 - August 1991
Education
Temple University 1986 — 1988
MJ, JOURALISM
M.K. David Kang's Morgan Stanley Dean Witter Experience 1997 - 2001
Job Managing Principal at M. Spade Capital Asset LLC
Industry Investment Management
Experience
M. Spade Capital Asset LLC November 2014 - Present
Kapital Asset Advisory of Mongolia, NPO May 2014 - Present
Maverick Spade LLC November 2007 - November 2014
AEou Corporation 2004 - 2008
Clothing by Frenzii, Inc. 2000 - 2004
Morgan Stanley Dean Witter 1997 - 2001
Skills
Real Estate, Product Development, Mergers, Investments, Strategic Planning, Business Strategy, Marketing Strategy, Entrepreneurship, Management, Portfolio Management, Business Development, Emerging Markets, Capital Markets, International Capital..., Asset Management, Sovereign Debt, Joint Ventures, International..., Financial Structuring, Structured Finance, Venture Capital
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Executive MBA
University of California, Irvine 1991 — 1995
B.S., Bio Research & Pre Med
Loara
M. Spade Capital Asset LLC November 2014 - Present
Kapital Asset Advisory of Mongolia, NPO May 2014 - Present
Maverick Spade LLC November 2007 - November 2014
AEou Corporation 2004 - 2008
Clothing by Frenzii, Inc. 2000 - 2004
Morgan Stanley Dean Witter 1997 - 2001
Skills
Real Estate, Product Development, Mergers, Investments, Strategic Planning, Business Strategy, Marketing Strategy, Entrepreneurship, Management, Portfolio Management, Business Development, Emerging Markets, Capital Markets, International Capital..., Asset Management, Sovereign Debt, Joint Ventures, International..., Financial Structuring, Structured Finance, Venture Capital
Education
University of California, Irvine - The Paul Merage School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Executive MBA
University of California, Irvine 1991 — 1995
B.S., Bio Research & Pre Med
Loara
Jeff Steele Jeff Steele's Morgan Stanley Dean Witter Experience 1990 - 2002
Job Owner, SilverLake Wealth Management
Industry Financial Services
Experience
Silverlake Wealth Management LLC April 2002 - Present
Morgan Stanley Dean Witter 1990 - 2002
Skills
Investments, Alternative Investments, Wealth Management, Financial Advisory, LLC, Securities, Asset Allocation, Management, Marketing, Series 7, Estate Planning, Asset Management, Retirement Planning, Investment Strategies, Series 63, Investment Management, Leadership
Education
State University of New York College at Cortland 1985 — 1989
BA, Economics
Trinity-Pawling 1981 — 1985
Silverlake Wealth Management LLC April 2002 - Present
Morgan Stanley Dean Witter 1990 - 2002
Skills
Investments, Alternative Investments, Wealth Management, Financial Advisory, LLC, Securities, Asset Allocation, Management, Marketing, Series 7, Estate Planning, Asset Management, Retirement Planning, Investment Strategies, Series 63, Investment Management, Leadership
Education
State University of New York College at Cortland 1985 — 1989
BA, Economics
Trinity-Pawling 1981 — 1985
Allen Frederick Allen Frederick's Morgan Stanley Dean Witter Experience December 1998 - December 1999
Job Managing Wealth Advisor at WilshirePennington Group
Industry Financial Services
Experience
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
JAMES LAUTER JAMES LAUTER's Morgan Stanley Dean Witter Experience July 1961 - January 1997
Job Independent Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Dean Witter July 1961 - January 1997
Education
UCLA Anderson School of Management 1950 — 1956
BS, MARKETING
Morgan Stanley Dean Witter July 1961 - January 1997
Education
UCLA Anderson School of Management 1950 — 1956
BS, MARKETING
Richard O'Leary Richard O'Leary's Morgan Stanley Dean Witter Experience January 1997 - June 2001
Job Managing Partner at Red Hills Capital, LLC
Industry Investment Management
Experience
Red Hills Capital June 2001 - Present
Shearson Financial Services LLC April 2011 - Present
John Paul II Catholic High School August 2005 - July 2015
Morgan Stanley Dean Witter January 1997 - June 2001
Amoco Production Research June 1993 - January 1995
Peace Corps June 1986 - April 1987
Skills
Investments, Strategic Planning, Management Consulting, Consulting, Asset Managment, Portfolio Management, Asset Allocation, Small Business, Leadership, Public Speaking, Trading, Equities, Team Building, Research, Private Equity, Risk Management, Bonds, Strategic Financial..., Contract Negotiation, IRAs, Leadership Development, Coaching, Financial Advisory, Sales Management, Business Development, Valuation, Teaching, Calculus, Strategy, Entrepreneurship, Mergers & Acquisitions, Mutual Funds, Analysis, Accounting, Business Strategy, Business Planning, Financial Services, Business Ethics, Financial Planning, Asset Management
Education
Texas A&M University 1982 — 1986
BS, Geophysics
Red Hills Capital June 2001 - Present
Shearson Financial Services LLC April 2011 - Present
John Paul II Catholic High School August 2005 - July 2015
Morgan Stanley Dean Witter January 1997 - June 2001
Amoco Production Research June 1993 - January 1995
Peace Corps June 1986 - April 1987
Skills
Investments, Strategic Planning, Management Consulting, Consulting, Asset Managment, Portfolio Management, Asset Allocation, Small Business, Leadership, Public Speaking, Trading, Equities, Team Building, Research, Private Equity, Risk Management, Bonds, Strategic Financial..., Contract Negotiation, IRAs, Leadership Development, Coaching, Financial Advisory, Sales Management, Business Development, Valuation, Teaching, Calculus, Strategy, Entrepreneurship, Mergers & Acquisitions, Mutual Funds, Analysis, Accounting, Business Strategy, Business Planning, Financial Services, Business Ethics, Financial Planning, Asset Management
Education
Texas A&M University 1982 — 1986
BS, Geophysics
Douglas Emitte's Morgan Stanley Dean Witter Experience March 1997 - June 2001
Job Wealth Management
Industry Financial Services
Experience
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
DAE Capital Strategies March 2013 - Present
Ameriprise Financial Services, Inc. August 2011 - March 2013
FOX40 News November 2011 - October 2012
Morgan Stanley Smith Barney March 2009 - August 2011
Wells Fargo Investments June 2001 - March 2009
Morgan Stanley Dean Witter March 1997 - June 2001
Skills
Strategic Partnerships, Finance, Wealth Management, Retirement Planning, Investments, Strategic Planning, Small Business, Business Development, 401k Rollovers, New Business Development, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Income Strategies, Indexed Annuities, 529 Plans, SEP IRA, Life Insurance, Small Business..., Qualified Retirement..., Roth IRA, Donor Advised Funds, Risk Management, Retirement Income..., Estate Planning, Charitable Gift Planning
Education
University of California, Davis 1989 — 1992
B.A., Communications
Frank Merlino Frank Merlino's Morgan Stanley Dean Witter Experience May 1993 - June 1994
Job Distribution Center Operations Manager
Industry Retail
Experience
Tractor Supply Company May 2006 - August 2015
PetSmart October 1994 - June 2005
Morgan Stanley Dean Witter May 1993 - June 1994
Skills
Distribution Center..., Inventory Control, Inventory Management, Warehousing, Retail, Logistics, Operations Management, Supply Chain Management, Loss Prevention, Transportation, Planograms, Store Operations, Store Management, New Store Openings, Warehouse Management, Profit, Supply Chain, Income Statement, P&L, Merchandising
Education
Texas Tech University - Rawls College of Business 1990 — 1992
MBA, Business Administration, Management and Operations, 3.65 GPA
University of Arizona 1983 — 1987
BSBA, Management
Tractor Supply Company May 2006 - August 2015
PetSmart October 1994 - June 2005
Morgan Stanley Dean Witter May 1993 - June 1994
Skills
Distribution Center..., Inventory Control, Inventory Management, Warehousing, Retail, Logistics, Operations Management, Supply Chain Management, Loss Prevention, Transportation, Planograms, Store Operations, Store Management, New Store Openings, Warehouse Management, Profit, Supply Chain, Income Statement, P&L, Merchandising
Education
Texas Tech University - Rawls College of Business 1990 — 1992
MBA, Business Administration, Management and Operations, 3.65 GPA
University of Arizona 1983 — 1987
BSBA, Management
Teresa Liptak's Morgan Stanley Dean Witter Experience April 2004 - May 2006
Job Procurement Manager Procurement Systems at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2012 - Present
IBM Global Business Services July 2006 - January 2012
Morgan Stanley Dean Witter April 2004 - May 2006
E.I. Du Pont de Nemours & Company June 2005 - December 2005
Skills
Process Improvement, Strategy, Management Consulting, Outsourcing, Sourcing, Leadership, CRM, Procurement, Project Management, Analysis, Management, Six Sigma, Strategic Sourcing, Business Process..., Program Management, Cross-functional Team..., Supply Chain Management, Consulting, Contract Negotiation, Logistics
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Marketing, Transportation & Logistics, Spanish
McKinsey & Company February 2012 - Present
IBM Global Business Services July 2006 - January 2012
Morgan Stanley Dean Witter April 2004 - May 2006
E.I. Du Pont de Nemours & Company June 2005 - December 2005
Skills
Process Improvement, Strategy, Management Consulting, Outsourcing, Sourcing, Leadership, CRM, Procurement, Project Management, Analysis, Management, Six Sigma, Strategic Sourcing, Business Process..., Program Management, Cross-functional Team..., Supply Chain Management, Consulting, Contract Negotiation, Logistics
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Marketing, Transportation & Logistics, Spanish
Susan Kornegay Susan Kornegay's Morgan Stanley Dean Witter Experience 1984 - 1997
Job Consultant/Coach | Business Planning | Client Experience | Marketing Messaging & Strategy | Team Development
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Miles Doherty, CPA Miles Doherty, CPA's Morgan Stanley Dean Witter Experience 1997 - 2002
Job Experienced COO | CFO | CCO | CPA | Investment Management, RIA
Industry Investment Management
Experience
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Ty Shay's Morgan Stanley Dean Witter Experience 1993 - 1995
Job CMO at LifeLock (Hiring)
Industry Internet
Experience
LifeLock March 2015 - Present
SquareTrade January 2012 - February 2015
FanIQ 2006 - 2011
Hotwire 2000 - 2005
Esurance 1999 - 2000
Clorox 1997 - 1999
Procter and Gamble 1996 - 1996
Morgan Stanley Dean Witter 1993 - 1995
Skills
Marketing, Marketing Strategy, E-commerce, Product Management, Start-ups, Strategic Brand..., Customer Acquisition, Database Marketing, Customer Experience, Market Research, Customer Lifecycle..., Strategic Partnerships, Customer Experience..., Mobile Applications, Online Marketing, Affiliate Marketing, Monetization, Analytics, Product Marketing, Digital Marketing, Cross-functional Team..., Brand Development, Direct Marketing, Public Relations, Agile Methodologies, Landing Page..., Brand Awareness, Scrum, Agile Project Management, Keyword Advertising, Online Acquisition, Organic Search, A/B testing, Email Marketing, Marketing ROI, Brand Equity, Sports Marketing, Organizational..., E-commerce Consulting, E-mail Management, Customer Interaction..., Product Strategy, Operations Management, Customer Service, Call Centers, Adjudication, Mobile Marketing, Mobile Advertising, Customer Advocacy, Customer Retention
Education
Stanford University Graduate School of Business
MBA
University of Illinois at Urbana-Champaign
BS, Accounting
LifeLock March 2015 - Present
SquareTrade January 2012 - February 2015
FanIQ 2006 - 2011
Hotwire 2000 - 2005
Esurance 1999 - 2000
Clorox 1997 - 1999
Procter and Gamble 1996 - 1996
Morgan Stanley Dean Witter 1993 - 1995
Skills
Marketing, Marketing Strategy, E-commerce, Product Management, Start-ups, Strategic Brand..., Customer Acquisition, Database Marketing, Customer Experience, Market Research, Customer Lifecycle..., Strategic Partnerships, Customer Experience..., Mobile Applications, Online Marketing, Affiliate Marketing, Monetization, Analytics, Product Marketing, Digital Marketing, Cross-functional Team..., Brand Development, Direct Marketing, Public Relations, Agile Methodologies, Landing Page..., Brand Awareness, Scrum, Agile Project Management, Keyword Advertising, Online Acquisition, Organic Search, A/B testing, Email Marketing, Marketing ROI, Brand Equity, Sports Marketing, Organizational..., E-commerce Consulting, E-mail Management, Customer Interaction..., Product Strategy, Operations Management, Customer Service, Call Centers, Adjudication, Mobile Marketing, Mobile Advertising, Customer Advocacy, Customer Retention
Education
Stanford University Graduate School of Business
MBA
University of Illinois at Urbana-Champaign
BS, Accounting
Rick Scoville's Morgan Stanley Dean Witter Experience July 1986 - December 1989
Job Partner/Owner at The Scoville Group
Industry Food & Beverages
Experience
The Scoville Group May 1996 - Present
MRI Sales Consultants March 1991 - March 1996
Morgan Stanley/ Dean Witter July 1986 - December 1989
Skills
Food, Food Industry, Food & Beverage, Consumer Products, FMCG, Key Account Development, Food Service, Food Safety, Income Statement, Product Development, Business Planning, Management, Restaurant Management, Menu Development, Marketing Strategy, Key Account Management, Cross-functional Team..., Forecasting, Shopper Marketing, Food Science, Bakery, Sales Management, Team Building, Sales Operations, Sales, Grocery, Catering, New Business Development, Food Processing, Retail, Culinary Skills, Negotiation, Market Planning, P&L Management, Customer Insight, Inventory Management, Ingredients, Purchasing, Restaurants, Marketing Management, Profit, Trade Marketing, Pricing, Wine, Direct Store Delivery, Merchandising, Strategy, Brand Management, Competitive Analysis, Supply Chain
Education
University of Hartford 1982 — 1986
Bachelor of Arts, Political Economy
The Scoville Group May 1996 - Present
MRI Sales Consultants March 1991 - March 1996
Morgan Stanley/ Dean Witter July 1986 - December 1989
Skills
Food, Food Industry, Food & Beverage, Consumer Products, FMCG, Key Account Development, Food Service, Food Safety, Income Statement, Product Development, Business Planning, Management, Restaurant Management, Menu Development, Marketing Strategy, Key Account Management, Cross-functional Team..., Forecasting, Shopper Marketing, Food Science, Bakery, Sales Management, Team Building, Sales Operations, Sales, Grocery, Catering, New Business Development, Food Processing, Retail, Culinary Skills, Negotiation, Market Planning, P&L Management, Customer Insight, Inventory Management, Ingredients, Purchasing, Restaurants, Marketing Management, Profit, Trade Marketing, Pricing, Wine, Direct Store Delivery, Merchandising, Strategy, Brand Management, Competitive Analysis, Supply Chain
Education
University of Hartford 1982 — 1986
Bachelor of Arts, Political Economy
Jonathan P. Kokolakis's Morgan Stanley Dean Witter Experience December 1995 - August 2001
Job Vice President at Merrill Lynch & Co.
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Oppenheimer & Co. August 2001 - November 2006
Morgan Stanley Dean Witter December 1995 - August 2001
Skills
Mortgage, Strategic Planning, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Investment Advisory, Equities, Financial Advisory, Hedge Funds, Estate Planning, Investment Banking, Financial Analysis, Bloomberg, Retirement
Education
Syracuse University 1987 — 1991
Economics
The Darrow School 1985 — 1987
High School, General Studies
Merrill Lynch November 2006 - Present
Oppenheimer & Co. August 2001 - November 2006
Morgan Stanley Dean Witter December 1995 - August 2001
Skills
Mortgage, Strategic Planning, Series 7, Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Alternative Investments, Fixed Annuities, Strategic Financial..., Investment Advisory, Equities, Financial Advisory, Hedge Funds, Estate Planning, Investment Banking, Financial Analysis, Bloomberg, Retirement
Education
Syracuse University 1987 — 1991
Economics
The Darrow School 1985 — 1987
High School, General Studies
Kathy Greenstone's Morgan Stanley Dean Witter Experience December 1995 - December 1999
Job Graphic Design Professional
Industry Graphic Design
Experience
Kathy Greenstone Graphic Design December 1999 - Present
PARC October 2014 - Present
SAP October 2013 - October 2014
Marsh 1999 - 2007
JPMorgan Chase 1999 - 2007
Morgan Stanley Dean Witter December 1995 - December 1999
Shaw & Todd Advertising January 1993 - December 1995
Skills
Graphic Design, Logo Design, Corporate Identity, Corporate Branding, Corporate Communications, Creative Direction, Print Production, Art Direction, Visual Communication, Advertising, Social Media, Layout, Typography, Information Graphics, Digital Illustration, Graphics, Paper, Adobe Creative Suite, Adobe Acrobat, InDesign, Photoshop, Illustrator, Dreamweaver, QuarkXPress, Proofreading, Copy Editing, Mac, Windows, Collateral, Brochures, Newsletters, Invitations, Direct Mail
Education
Mason Gross School of the Arts, Rutgers University 1990 — 1993
B.F.A, Graphic Design concentration
University of Florida 1988 — 1990
A.A, Liberal Arts
Kathy Greenstone Graphic Design December 1999 - Present
PARC October 2014 - Present
SAP October 2013 - October 2014
Marsh 1999 - 2007
JPMorgan Chase 1999 - 2007
Morgan Stanley Dean Witter December 1995 - December 1999
Shaw & Todd Advertising January 1993 - December 1995
Skills
Graphic Design, Logo Design, Corporate Identity, Corporate Branding, Corporate Communications, Creative Direction, Print Production, Art Direction, Visual Communication, Advertising, Social Media, Layout, Typography, Information Graphics, Digital Illustration, Graphics, Paper, Adobe Creative Suite, Adobe Acrobat, InDesign, Photoshop, Illustrator, Dreamweaver, QuarkXPress, Proofreading, Copy Editing, Mac, Windows, Collateral, Brochures, Newsletters, Invitations, Direct Mail
Education
Mason Gross School of the Arts, Rutgers University 1990 — 1993
B.F.A, Graphic Design concentration
University of Florida 1988 — 1990
A.A, Liberal Arts
Ben Hoskins Ben Hoskins's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Franchise Partner at 1800GOTJUNK & You Move Me
Industry Consumer Services
Experience
1-800-GOT-JUNK 2003 - Present
You Move Me April 2013 - Present
Virtuous Circle Solutions 2003 - Present
Menlo Technology Group 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Negotiation, Operational Efficiency, Finance, Metrics, Business Planning, Franchising, Entrepreneurship, Marketing Strategy, Management, Small Business, Risk Management, Start-ups, Project Management, Operations Management, Team Building, New Business Development, Leadership
Education
University of California, Davis 1996 — 1999
BA, Economics. Minor, History
University of California, Santa Cruz 1999 — 2001
M.S., Finance and Applied Economics
1-800-GOT-JUNK 2003 - Present
You Move Me April 2013 - Present
Virtuous Circle Solutions 2003 - Present
Menlo Technology Group 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Negotiation, Operational Efficiency, Finance, Metrics, Business Planning, Franchising, Entrepreneurship, Marketing Strategy, Management, Small Business, Risk Management, Start-ups, Project Management, Operations Management, Team Building, New Business Development, Leadership
Education
University of California, Davis 1996 — 1999
BA, Economics. Minor, History
University of California, Santa Cruz 1999 — 2001
M.S., Finance and Applied Economics
Susan Potter's Morgan Stanley Dean Witter Experience May 1998 - 1998
Job Lead software engineer building distributed systems
Industry Computer Software
Experience
Lookout March 2015 - Present
Jive Software November 2013 - March 2015
Desk.com (a Salesforce.com company) September 2011 - December 2013
Finsignia, LLC January 2006 - September 2011
Bungii, LLC April 2001 - December 2005
Blue Tiger Networks January 2000 - April 2001
BNP Paribas 1999 - December 1999
Trixter Productions June 1996 - May 1998
Morgan Stanley Dean Witter May 1998 - 1998
Skills
Ruby, REST, Distributed Systems, Linux, Erlang, Highly Manicured Exit..., Fire Eating, Hating Jira With A..., Haskell, Scala, Python, Functional Programming, Web Applications, MySQL, JavaScript, Amazon Web Services..., Continuous Integration, Lego, Scalable Architecture, POSIX, Software Development, Git, Capital Markets, P2P, C++, JSON, Open Source, Ruby on Rails, Java, Agile Methodologies, SQL, Web Services, Test Driven Development
Education
The University of Manchester
BSc(Hons), Mathematics
Lookout March 2015 - Present
Jive Software November 2013 - March 2015
Desk.com (a Salesforce.com company) September 2011 - December 2013
Finsignia, LLC January 2006 - September 2011
Bungii, LLC April 2001 - December 2005
Blue Tiger Networks January 2000 - April 2001
BNP Paribas 1999 - December 1999
Trixter Productions June 1996 - May 1998
Morgan Stanley Dean Witter May 1998 - 1998
Skills
Ruby, REST, Distributed Systems, Linux, Erlang, Highly Manicured Exit..., Fire Eating, Hating Jira With A..., Haskell, Scala, Python, Functional Programming, Web Applications, MySQL, JavaScript, Amazon Web Services..., Continuous Integration, Lego, Scalable Architecture, POSIX, Software Development, Git, Capital Markets, P2P, C++, JSON, Open Source, Ruby on Rails, Java, Agile Methodologies, SQL, Web Services, Test Driven Development
Education
The University of Manchester
BSc(Hons), Mathematics
CHARLES FRASCHILLA's Morgan Stanley Dean Witter Experience March 1999 - July 1999
Job Financial Officer at Southern Air
Industry Executive Office
Experience
Southern Air August 2015 - Present
Starkwood Inc. January 2013 - July 2015
TBDisclosed May 2010 - March 2011
RFR Realty Holding November 2008 - April 2009
Millennium Partners July 1999 - September 2008
Morgan Stanley Dean Witter March 1999 - July 1999
Partners Advisory Services Corp January 1998 - March 1999
Swiss Re New Markets/ Swiss Re Capital Markets April 1996 - January 1998
Bosley Medical Institute, Inc. April 1991 - March 1996
Pacific Southwest Corporation November 1987 - April 1991
Skills
Budgets, Accounting, Auditing, Finance, Forecasting
Education
University of California, Berkeley 1984 — 1987
Bachelors Degree, Economics, Minor in Accounting
Southern Air August 2015 - Present
Starkwood Inc. January 2013 - July 2015
TBDisclosed May 2010 - March 2011
RFR Realty Holding November 2008 - April 2009
Millennium Partners July 1999 - September 2008
Morgan Stanley Dean Witter March 1999 - July 1999
Partners Advisory Services Corp January 1998 - March 1999
Swiss Re New Markets/ Swiss Re Capital Markets April 1996 - January 1998
Bosley Medical Institute, Inc. April 1991 - March 1996
Pacific Southwest Corporation November 1987 - April 1991
Skills
Budgets, Accounting, Auditing, Finance, Forecasting
Education
University of California, Berkeley 1984 — 1987
Bachelors Degree, Economics, Minor in Accounting
Nicole Santopetro Nicole Santopetro's Morgan Stanley Dean Witter Experience January 2001 - May 2001
Job Manager, Global Talent at Estēe Lauder Companies
Industry Human Resources
Experience
The Estée Lauder Companies Inc. February 2013 - Present
Adecco Group June 2012 - February 2013
Adecco Group July 2011 - June 2012
Adecco Group April 2010 - July 2011
Ajilon Professional Staffing, a division of Adecco Group NA January 2006 - April 2010
Procter & Gamble December 2004 - January 2006
Key Bank / Champion Mortgage October 2002 - May 2004
Morgan Stanley Dean Witter January 2001 - May 2001
Skills
Mentoring, Coaching, Strategic Planning, PeopleSoft, Project Management, Business Process..., Training, iCIMS, Microsoft Word, Microsoft Excel, PowerPoint, MS Project, Outlook, Microsoft Office..., Executive Level..., Recruiting, Cross-functional Team..., Leadership
Education
State University of New York at Stony Brook
Master of Business Administration (MBA)
Stony Brook University
BS, Double Major: Business Management & Economics
The Estée Lauder Companies Inc. February 2013 - Present
Adecco Group June 2012 - February 2013
Adecco Group July 2011 - June 2012
Adecco Group April 2010 - July 2011
Ajilon Professional Staffing, a division of Adecco Group NA January 2006 - April 2010
Procter & Gamble December 2004 - January 2006
Key Bank / Champion Mortgage October 2002 - May 2004
Morgan Stanley Dean Witter January 2001 - May 2001
Skills
Mentoring, Coaching, Strategic Planning, PeopleSoft, Project Management, Business Process..., Training, iCIMS, Microsoft Word, Microsoft Excel, PowerPoint, MS Project, Outlook, Microsoft Office..., Executive Level..., Recruiting, Cross-functional Team..., Leadership
Education
State University of New York at Stony Brook
Master of Business Administration (MBA)
Stony Brook University
BS, Double Major: Business Management & Economics
Kevin Philip Kevin Philip's Morgan Stanley Dean Witter Experience June 1996 - January 2001
Job Senior Vice President at Bel Air Investment Advisors LLC
Industry Investment Management
Experience
Bel Air Investment Advisors LLC May 2002 - Present
United States Department of State May 2001 - September 2001
Morgan Stanley Dean Witter June 1996 - January 2001
Skills
Investments, Asset Allocation, Investment Advisory, Investment Strategies, Estate Planning, Venture Capital, Valuation, Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Due Diligence, Asset Managment, Equities, Portfolio Management, Capital Markets, Fixed Income, Bloomberg, Start-ups, Securities
Education
Stanford University 1998 — 2002
BS, International Relations
Junipero Serra 1994 — 1998
Bel Air Investment Advisors LLC May 2002 - Present
United States Department of State May 2001 - September 2001
Morgan Stanley Dean Witter June 1996 - January 2001
Skills
Investments, Asset Allocation, Investment Advisory, Investment Strategies, Estate Planning, Venture Capital, Valuation, Private Equity, Financial Modeling, Hedge Funds, Alternative Investments, Due Diligence, Asset Managment, Equities, Portfolio Management, Capital Markets, Fixed Income, Bloomberg, Start-ups, Securities
Education
Stanford University 1998 — 2002
BS, International Relations
Junipero Serra 1994 — 1998
David Beemer David Beemer's Morgan Stanley Dean Witter Experience November 1996 - November 1997
Job Back in the job market! Between 15 mi north of Chicago and 15 miles south of Milwaukee
Industry Think Tanks
Experience
Between Chicago and Milwaukee, about 15 miles North or South January 2015 - Present
Dovenmuehle Mortgage, Inc. 2015 - 2015
Holly Beemer 2006 - 2015
Allstate December 1997 - April 2004
Morgan Stanley Dean Witter November 1996 - November 1997
US Navy July 1994 - March 1996
Unites States Navy Supply Corps Officer September 1992 - July 1994
United States Navy Supply Corps Officer August 1989 - August 1992
United States Navy Supply Corps Officer May 1983 - August 1989
Skills
Supply Chain Management, Engineering..., APL and higher assembly..., Commodity Risk..., PL/1, COBOL, COBOLII, Unix, Data Analysis, Strategic Sourcing, Naval Science, Microsoft Office, Food Service Management, Hospitality Management, Management Consulting, Cross-functional Team..., Management, Team Building, Training, Leadership Development, Program Management, Food Service, Military, Defense, DoD, Leadership, Strategic Planning
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Administration and Management, General, 3.80
Darden Graduate School of Management, University of Virginia 1992 — 1992
NACO capstone course certificate, Navy Acquisition Contracting Officer negotiation course
United States Naval Academy 1979 — 1983
Bachelor of Science (BS), Mathematics concentrated in Computer Science
Between Chicago and Milwaukee, about 15 miles North or South January 2015 - Present
Dovenmuehle Mortgage, Inc. 2015 - 2015
Holly Beemer 2006 - 2015
Allstate December 1997 - April 2004
Morgan Stanley Dean Witter November 1996 - November 1997
US Navy July 1994 - March 1996
Unites States Navy Supply Corps Officer September 1992 - July 1994
United States Navy Supply Corps Officer August 1989 - August 1992
United States Navy Supply Corps Officer May 1983 - August 1989
Skills
Supply Chain Management, Engineering..., APL and higher assembly..., Commodity Risk..., PL/1, COBOL, COBOLII, Unix, Data Analysis, Strategic Sourcing, Naval Science, Microsoft Office, Food Service Management, Hospitality Management, Management Consulting, Cross-functional Team..., Management, Team Building, Training, Leadership Development, Program Management, Food Service, Military, Defense, DoD, Leadership, Strategic Planning
Education
Lake Forest Graduate School of Management 1993 — 1995
MBA, Business Administration and Management, General, 3.80
Darden Graduate School of Management, University of Virginia 1992 — 1992
NACO capstone course certificate, Navy Acquisition Contracting Officer negotiation course
United States Naval Academy 1979 — 1983
Bachelor of Science (BS), Mathematics concentrated in Computer Science
Drew Schoonmaker Drew Schoonmaker's Morgan Stanley Dean Witter Experience September 1998 - May 2001
Job Mortgage Loan Officer at Bethpage Federal Credit Union
Industry Banking
Experience
Bethpage Federal Credit Union April 2014 - Present
DE Capital Mortgage June 2013 - March 2014
Prudential Financial May 2001 - September 2004
Morgan Stanley Dean Witter September 1998 - May 2001
Skills
Sourcing, Budgets, Credit, Agronomy, Recruiting, Mortgage Lending, Sales Management, Strategic Planning, Sales, Risk Management, Insurance, Refinance
Education
Syracuse University 1993 — 1997
Bethpage Federal Credit Union April 2014 - Present
DE Capital Mortgage June 2013 - March 2014
Prudential Financial May 2001 - September 2004
Morgan Stanley Dean Witter September 1998 - May 2001
Skills
Sourcing, Budgets, Credit, Agronomy, Recruiting, Mortgage Lending, Sales Management, Strategic Planning, Sales, Risk Management, Insurance, Refinance
Education
Syracuse University 1993 — 1997
Lauren Joe's Morgan Stanley Dean Witter Experience October 2005 - December 2005
Job Sr. Merchandise Planner at Banana Republic Japan
Industry Retail
Experience
Banana Republic Japan September 2015 - Present
Gap Inc. July 2013 - September 2015
Sephora February 2012 - July 2013
Gap Inc. October 2009 - February 2012
Black & Decker HHI April 2009 - October 2009
Pacific Sunwear August 2007 - January 2009
Mervyn's February 2006 - July 2007
Abercrombie and Fitch October 2005 - February 2006
Morgan Stanley Dean Witter October 2005 - December 2005
Northwestern Mutual Financial Network June 2005 - October 2005
Skills
Forecasting, Inventory Management, Management, Apparel, Strategy, Retail, Sourcing, Training, Sales, Marketing, Cross-functional Team...
Education
University of California, Davis 2001 — 2005
Communications and Organizational Studies
Banana Republic Japan September 2015 - Present
Gap Inc. July 2013 - September 2015
Sephora February 2012 - July 2013
Gap Inc. October 2009 - February 2012
Black & Decker HHI April 2009 - October 2009
Pacific Sunwear August 2007 - January 2009
Mervyn's February 2006 - July 2007
Abercrombie and Fitch October 2005 - February 2006
Morgan Stanley Dean Witter October 2005 - December 2005
Northwestern Mutual Financial Network June 2005 - October 2005
Skills
Forecasting, Inventory Management, Management, Apparel, Strategy, Retail, Sourcing, Training, Sales, Marketing, Cross-functional Team...
Education
University of California, Davis 2001 — 2005
Communications and Organizational Studies
Lee Wanie, CFA Lee Wanie, CFA's Morgan Stanley Dean Witter Experience September 1996 - September 1999
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock December 2009 - Present
Barclays Global Investors 1999 - 2009
Morgan Stanley Dean Witter September 1996 - September 1999
Skills
Asset Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, ETFs, Investments, Investment Strategies, Investment Management, Equities, Asset Managment, Portfolio Management, Bloomberg, Series 7, Derivatives, Series 63, Chartered Financial..., Series 3, Series 24
Education
UC Berkeley 1991 — 1995
AB, Economics
Lawrence Park Collegiate 1988 — 1991
BlackRock December 2009 - Present
Barclays Global Investors 1999 - 2009
Morgan Stanley Dean Witter September 1996 - September 1999
Skills
Asset Management, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, ETFs, Investments, Investment Strategies, Investment Management, Equities, Asset Managment, Portfolio Management, Bloomberg, Series 7, Derivatives, Series 63, Chartered Financial..., Series 3, Series 24
Education
UC Berkeley 1991 — 1995
AB, Economics
Lawrence Park Collegiate 1988 — 1991
Jean Gallagher Jean Gallagher's Morgan Stanley Dean Witter Experience 1982 - 1986
Job Dynamic Mortgage Professional for Over 25 Years.
Industry Real Estate
Experience
Entertainment Mortgage, Benton Mortgage June 1991 - Present
Pacific International Development 1987 - 1991
Morgan Stanley Dean Witter 1982 - 1986
Skills
Investment Properties, Foreclosures, Short Sales, Sellers, Mortgage Lending, Residential Homes, Condos, Investments, Refinance, Loans, Residential Mortgages, Real Estate Transactions, Real Estate
Education
Syracuse University
Forestry, Math
University of California, Los Angeles
Finance, Economics
Entertainment Mortgage, Benton Mortgage June 1991 - Present
Pacific International Development 1987 - 1991
Morgan Stanley Dean Witter 1982 - 1986
Skills
Investment Properties, Foreclosures, Short Sales, Sellers, Mortgage Lending, Residential Homes, Condos, Investments, Refinance, Loans, Residential Mortgages, Real Estate Transactions, Real Estate
Education
Syracuse University
Forestry, Math
University of California, Los Angeles
Finance, Economics
Angela Chan Sheppard Angela Chan Sheppard's Morgan Stanley Dean Witter Experience April 2002 - June 2002
Job Tax Accounting at UPS Corporate
Industry Financial Services
Experience
UPS March 2014 - Present
GYMBA 24 SOCIAL MEDIA December 2013 - Present
LPL Financial July 2005 - March 2014
eBay user ID: bearusluvliest November 2004 - December 2005
Shoplite Internet Co May 2004 - November 2004
San Diego State University March 2004 - June 2004
Perception Digital Limited January 2003 - May 2003
Morgan Stanley Dean Witter April 2002 - June 2002
Skills
Understand spoken..., Finance, Sarbanes-Oxley Act, Financial Risk, Microsoft Excel, Enterprise Risk..., Financial Analysis, Social Media, Internal Audit, Management, Auditing, Sales, Internal Controls, Research, Financial Modeling, Analysis
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
King George V, Hong Kong 1994 — 1998
GSCE
UPS March 2014 - Present
GYMBA 24 SOCIAL MEDIA December 2013 - Present
LPL Financial July 2005 - March 2014
eBay user ID: bearusluvliest November 2004 - December 2005
Shoplite Internet Co May 2004 - November 2004
San Diego State University March 2004 - June 2004
Perception Digital Limited January 2003 - May 2003
Morgan Stanley Dean Witter April 2002 - June 2002
Skills
Understand spoken..., Finance, Sarbanes-Oxley Act, Financial Risk, Microsoft Excel, Enterprise Risk..., Financial Analysis, Social Media, Internal Audit, Management, Auditing, Sales, Internal Controls, Research, Financial Modeling, Analysis
Education
University of California, Davis 1998 — 2002
BS, Managerial Economics
King George V, Hong Kong 1994 — 1998
GSCE
Rashmi Thakrar Rashmi Thakrar's Morgan Stanley Dean Witter Experience January 1999 - July 1999
Job Owner, Cell Fone Revolution
Industry Wireless
Experience
Cell Fone Revolution January 2002 - Present
Morgan Stanley Dean Witter January 1999 - July 1999
Skills
Healthcare, Sales Management, Direct Sales, New Business Development, Sales, Customer Service, Marketing Strategy, B2B, Negotiation, Retail, Account Management, Product Marketing, Customer Relations, Strategic Planning, Business Strategy, Start-ups, Management, Inventory Management, Merchandising, Product Management, 3D Visualization
Education
Texas Tech University 1993 — 1999
BA, Sport Medicine/Communications
Texas Tech University 1993 — 1999
Bachelor of Arts and Sciences, Major Sports Medicine / Minor Communications
Cell Fone Revolution January 2002 - Present
Morgan Stanley Dean Witter January 1999 - July 1999
Skills
Healthcare, Sales Management, Direct Sales, New Business Development, Sales, Customer Service, Marketing Strategy, B2B, Negotiation, Retail, Account Management, Product Marketing, Customer Relations, Strategic Planning, Business Strategy, Start-ups, Management, Inventory Management, Merchandising, Product Management, 3D Visualization
Education
Texas Tech University 1993 — 1999
BA, Sport Medicine/Communications
Texas Tech University 1993 — 1999
Bachelor of Arts and Sciences, Major Sports Medicine / Minor Communications
Nitasha Chopra Nitasha Chopra's Morgan Stanley Dean Witter Experience December 2006 - May 2007
Job Experienced Business Development & Sales Analytics Professional
Industry Consumer Goods
Experience
Diageo May 2013 - Present
Abbott Nutrition Division of Abbott Laboratories August 2011 - April 2013
Abbott Nutrition September 2008 - August 2011
Merrill Lynch April 2008 - July 2008
Abbott Laboratories May 2007 - August 2007
Morgan Stanley Dean Witter December 2006 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Innovative Thinking, Category Management, Competitive Insights, Sales Analytics, Bilingual, Client Development, Assortment Optimization, Space Planning, Apollo, AC Nielsen, Data Warehouse software, Planograms, Retail Sales, Management, Space-planning, Market Research, Competitive Analysis, Business Analytics, Cross-functional Team..., Customer Insight, Strategy, Sales Operations, Business Development, Pricing, Analytics, Marketing Strategy, Space planning, Marketing, Brand Management, Sales, Forecasting
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Marketing & Management, Minor in Sales & International Business
Diageo May 2013 - Present
Abbott Nutrition Division of Abbott Laboratories August 2011 - April 2013
Abbott Nutrition September 2008 - August 2011
Merrill Lynch April 2008 - July 2008
Abbott Laboratories May 2007 - August 2007
Morgan Stanley Dean Witter December 2006 - May 2007
Arthur J. Gallagher & Co. June 2006 - August 2006
Skills
Innovative Thinking, Category Management, Competitive Insights, Sales Analytics, Bilingual, Client Development, Assortment Optimization, Space Planning, Apollo, AC Nielsen, Data Warehouse software, Planograms, Retail Sales, Management, Space-planning, Market Research, Competitive Analysis, Business Analytics, Cross-functional Team..., Customer Insight, Strategy, Sales Operations, Business Development, Pricing, Analytics, Marketing Strategy, Space planning, Marketing, Brand Management, Sales, Forecasting
Education
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Marketing & Management, Minor in Sales & International Business
Lauren Fischbein Lauren Fischbein's Morgan Stanley Dean Witter Experience October 2000 - March 2003
Job Follow Up Manager at North American Financial
Industry Financial Services
Experience
Hire Patriots July 2015 - Present
NORTH AMERICAN FINANCIAL March 2014 - Present
Steven Cates International September 2013 - August 2014
Retail Top Talent October 2010 - June 2011
Time Warner Cable October 2008 - October 2009
California Marketing April 2008 - September 2008
Designscape June 2006 - February 2007
Goal Financial September 2003 - June 2006
Morgan Stanley Dean Witter October 2000 - March 2003
Prudential Securities November 1996 - April 2000
Skills
Inside Sales, Outside Sales, Marketing, Selling, Sales, CRM, Training, Event Planning, Leadership, Customer Service, Event Management, Entrepreneurship, Email Marketing, Social Media, Advertising, New Business Development, Social Media Marketing
Education
University of California, Los Angeles 1987 — 1991
B.A., Communication Studies, Emphasis in Business Administration
University of California, Los Angeles 1987 — 1991
Bachelor of Communications Studies and Business, Communication Studies and Business
Hire Patriots July 2015 - Present
NORTH AMERICAN FINANCIAL March 2014 - Present
Steven Cates International September 2013 - August 2014
Retail Top Talent October 2010 - June 2011
Time Warner Cable October 2008 - October 2009
California Marketing April 2008 - September 2008
Designscape June 2006 - February 2007
Goal Financial September 2003 - June 2006
Morgan Stanley Dean Witter October 2000 - March 2003
Prudential Securities November 1996 - April 2000
Skills
Inside Sales, Outside Sales, Marketing, Selling, Sales, CRM, Training, Event Planning, Leadership, Customer Service, Event Management, Entrepreneurship, Email Marketing, Social Media, Advertising, New Business Development, Social Media Marketing
Education
University of California, Los Angeles 1987 — 1991
B.A., Communication Studies, Emphasis in Business Administration
University of California, Los Angeles 1987 — 1991
Bachelor of Communications Studies and Business, Communication Studies and Business
Dennis Gee's Morgan Stanley Dean Witter Experience February 1999 - February 2001
Job Compliance and Operations Manager at Silicon Valley Capital Management
Industry Investment Management
Experience
Silicon Valley Capital Management February 2012 - Present
Albert Heeg Investment Management August 2005 - August 2009
Integrated Capital Markets February 2001 - March 2005
Morgan Stanley Dean Witter February 1999 - February 2001
Van Buren Securities December 1997 - February 1999
Fidelity Investments March 1991 - May 1997
Skills
Portfolio Management, Wealth Management, Project Management, Middle Office, Security, Settlement, Corporate Actions, Fund Administration, Back Office, Fixed Income, FINRA, Fund Accounting, Bonds, DTC, Options, Bloomberg Terminal, Securities, Equities
Education
University of California, Davis
Bachelor of Arts, Economics
Silicon Valley Capital Management February 2012 - Present
Albert Heeg Investment Management August 2005 - August 2009
Integrated Capital Markets February 2001 - March 2005
Morgan Stanley Dean Witter February 1999 - February 2001
Van Buren Securities December 1997 - February 1999
Fidelity Investments March 1991 - May 1997
Skills
Portfolio Management, Wealth Management, Project Management, Middle Office, Security, Settlement, Corporate Actions, Fund Administration, Back Office, Fixed Income, FINRA, Fund Accounting, Bonds, DTC, Options, Bloomberg Terminal, Securities, Equities
Education
University of California, Davis
Bachelor of Arts, Economics
Thomas Shovan's Morgan Stanley Dean Witter Experience 2002 - 2005
Job Regional Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Columbia Management (Ameriprise Financial) 2011 - 2012
US Trust 2010 - 2011
Charles Schwab & Company 2005 - 2009
Morgan Stanley Dean Witter 2002 - 2005
Deutsche Bank /National Discount Brokers 2000 - 2001
Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...
Education
State University of New York College at Plattsburgh
B.S, Accounting and Business
Ameriprise Financial Services, Inc. 2012 - Present
Columbia Management (Ameriprise Financial) 2011 - 2012
US Trust 2010 - 2011
Charles Schwab & Company 2005 - 2009
Morgan Stanley Dean Witter 2002 - 2005
Deutsche Bank /National Discount Brokers 2000 - 2001
Skills
Asset Management, Wealth Management, Asset Allocation, Sales Management, Account Management, Valuation, Technical Analysis, Compliance, Investments, Retirement Planning, Portfolio Management, Investment Advisory, New Business Development, Investment Strategies, Financial Planning, Alternative Investments, Mutual Funds, Wealth, Hedge Funds, Customer Relations, Due Diligence, Consultative Selling, Negotiation, Retirement, Sales Process, Key Account Management, Financial Modeling, Solution Selling, Asset, Equities, Industry Analysis, Retirement Income..., Risk Management, Equity Research, Private Equity, Investment Policy, Financial Advice, Private Wealth..., Portfolios, Series 7, High Net Worth...
Education
State University of New York College at Plattsburgh
B.S, Accounting and Business
Stace Karavitis Stace Karavitis's Morgan Stanley Dean Witter Experience December 2003 - July 2006
Job Financial Services Professional
Industry Financial Services
Experience
Principal Financial Group December 2007 - Present
INTEGRITY LIFE INSURANCE CO December 2006 - December 2007
MORGAN STANLEY DEAN WITTER December 2003 - July 2006
OPPENHEIMERFUNDS INC December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE January 1997 - January 1998
Moody's Investors Service January 1993 - January 1996
Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24
Education
The University of Connecticut School of Business 1997 — 2002
MBA, Finance
University of Connecticut 1988 — 1992
B.S. in B.A., Finance
Principal Financial Group December 2007 - Present
INTEGRITY LIFE INSURANCE CO December 2006 - December 2007
MORGAN STANLEY DEAN WITTER December 2003 - July 2006
OPPENHEIMERFUNDS INC December 1999 - August 2003
FIRST UNION BROKERAGE SERVICES February 1999 - November 1999
NEW YORK LIFE INSURANCE AND ANNUITY CORP January 1998 - January 1999
AMERICAN SKANDIA LIFE ASSURANCE January 1997 - January 1998
Moody's Investors Service January 1993 - January 1996
Skills
Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Series 7, Relationship Management, Presentations, 401k, Variable Annuities, Indexed Annuities, Investments, Public Speaking, Sales Presentations, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Series 24
Education
The University of Connecticut School of Business 1997 — 2002
MBA, Finance
University of Connecticut 1988 — 1992
B.S. in B.A., Finance
Lisa Gentile's Morgan Stanley Dean Witter Experience March 1987 - June 2000
Job Sr. Legal Specialist
Industry Pharmaceuticals
Experience
Merck & Co. Inc. September 2006 - Present
Schering-Plough Corporation May 2003 - September 2006
Morgan Stanley Dean Witter March 1987 - June 2000
Drexel Burnham Lambert July 1985 - March 1987
Skills
Pharmaceutical Industry, FDA, Regulatory Affairs, 21 CFR Part 11, GMP, General Commercial...
Education
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts
Merck & Co. Inc. September 2006 - Present
Schering-Plough Corporation May 2003 - September 2006
Morgan Stanley Dean Witter March 1987 - June 2000
Drexel Burnham Lambert July 1985 - March 1987
Skills
Pharmaceutical Industry, FDA, Regulatory Affairs, 21 CFR Part 11, GMP, General Commercial...
Education
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts
Brett Cornwell, CFA Brett Cornwell, CFA's Morgan Stanley Dean Witter Experience August 1997 - July 1998
Job Senior Vice President
Industry Financial Services
Experience
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Callan Associates August 2010 - Present
Wetherby Asset Management July 2001 - July 2010
E*TRADE Financial July 1998 - February 2001
Morgan Stanley Dean Witter August 1997 - July 1998
Skills
Fixed Income, Asset Allocation, Investment Manager Due..., MLP, Asset Managment, Commodity, Research, Alternative Investments, Investments, Wealth Management, Investment Management, Mutual Funds, Asset Management, Due Diligence, Economics, Capital Markets, Derivatives, Investment Strategies, Strategy, Emerging Markets, Institutional..., Performance Attribution, Pension Funds
Education
University of Alabama 1992 — 1996
Bachelor of Science, Finance & Economics
Jeffrey Zoeller Jeffrey Zoeller's Morgan Stanley Dean Witter Experience May 1985 - May 1988
Job Partner at Witzel & Zoeller Lawyers PC
Industry Law Practice
Experience
Witzel & Zoeller Lawyers PC November 1992 - Present
Other Experience 1984 - Present
Legislative Service Bureau, Michigan Legislature May 1990 - May 1992
Morgan Stanley Dean Witter May 1985 - May 1988
Skills
Family Law, Criminal Law, Negotiation, Administrative Law, Dispute, Trials, Separation, Real Estate, Domestic Relations, Legal Writing, Legal Research, Legal Assistance, Corporate Law, Estate Planning, Powers of Attorney, Medical Malpractice, Personal Injury..., Licensing, Trial Practice, Intellectual Property, Elder Law, Prenuptial Agreements, Paternity, Westlaw, Litigation Support, Estate Administration, Business Transactions, Business Formation, Collaborative Law, Breach Of Contract, Motions, Tax Law, Business Litigation, Guardianship, Municipal Law, Divorce Law, Legal Advice, Wrongful Death, Felonies, Conservatorships, Legal Malpractice, Estate Law, Automobile Accidents, Jury Trials, White Collar Criminal..., Torts, Criminal Defense Lawyer, Appellate Practice, Collaborative Practice, Chapter 7
Education
Thomas M. Cooley Law School 1989 — 1992
JD, Law
St. Thomas Aquinas
Witzel & Zoeller Lawyers PC November 1992 - Present
Other Experience 1984 - Present
Legislative Service Bureau, Michigan Legislature May 1990 - May 1992
Morgan Stanley Dean Witter May 1985 - May 1988
Skills
Family Law, Criminal Law, Negotiation, Administrative Law, Dispute, Trials, Separation, Real Estate, Domestic Relations, Legal Writing, Legal Research, Legal Assistance, Corporate Law, Estate Planning, Powers of Attorney, Medical Malpractice, Personal Injury..., Licensing, Trial Practice, Intellectual Property, Elder Law, Prenuptial Agreements, Paternity, Westlaw, Litigation Support, Estate Administration, Business Transactions, Business Formation, Collaborative Law, Breach Of Contract, Motions, Tax Law, Business Litigation, Guardianship, Municipal Law, Divorce Law, Legal Advice, Wrongful Death, Felonies, Conservatorships, Legal Malpractice, Estate Law, Automobile Accidents, Jury Trials, White Collar Criminal..., Torts, Criminal Defense Lawyer, Appellate Practice, Collaborative Practice, Chapter 7
Education
Thomas M. Cooley Law School 1989 — 1992
JD, Law
St. Thomas Aquinas
Brad Kidwell's Morgan Stanley Dean Witter Experience March 1984 - August 1989
Job Portfolio Manager
Industry Investment Management
Experience
Independent Consultant (Self Employed) January 2000 - Present
Montgomery Asset Management August 1989 - December 2000
Morgan Stanley Dean Witter March 1984 - August 1989
Skills
Strategic Planning, Business Development, Leadership, New Business Development, Customer Service, Strategy, Investments, Start-ups, Business Strategy, Due Diligence, Technical Analysis, Fixed Annuities, Asset Management, Options, Equities, Trading, Hedge Funds, Wealth Management, Alternative Investments, Equity Research, Accounting, Derivatives, Portfolio Management
Education
University of California, Los Angeles 1975 — 1980
Bachelor's degree, Economics
Independent Consultant (Self Employed) January 2000 - Present
Montgomery Asset Management August 1989 - December 2000
Morgan Stanley Dean Witter March 1984 - August 1989
Skills
Strategic Planning, Business Development, Leadership, New Business Development, Customer Service, Strategy, Investments, Start-ups, Business Strategy, Due Diligence, Technical Analysis, Fixed Annuities, Asset Management, Options, Equities, Trading, Hedge Funds, Wealth Management, Alternative Investments, Equity Research, Accounting, Derivatives, Portfolio Management
Education
University of California, Los Angeles 1975 — 1980
Bachelor's degree, Economics
John Pascente, CFA's Morgan Stanley Dean Witter Experience 1997 - 1998
Job Senior Vice President at Blaylock Beal Van, LLC
Industry Investment Banking
Experience
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Blaylock Beal Van, LLC September 2010 - Present
Cabrera Capital Markets, LLC April 2006 - September 2010
Optimo Asset Management March 2005 - April 2006
Bernardi Securities, Inc. 1998 - 2005
Morgan Stanley Dean Witter 1997 - 1998
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Alternative Investments, Investments, Series 63, Bloomberg, Derivatives, Financial Services, Investment Management, Banking, Securities, Strategic Financial..., Relationship Management, Financial Modeling, Asset Management, Investment Banking, Valuation, Bonds, Morningstar, Private Equity, Finance, Mutual Funds, Institutional..., Trading, Equity Capital Markets, Financial Planning
Education
University of Illinois at Chicago 1995 — 1997
BS, Finance
University of Illinois at Urbana-Champaign 1992 — 1995
Finance/ Economics
St. Ignatius College Prep 1988 — 1992
HS, HS
Christine Teng, SPHR, PMP's Morgan Stanley Dean Witter Experience 2000 - 2001
Job Experienced Human Resources Professional and Project Manager
Industry Human Resources
Experience
Visa January 2015 - Present
Franklin Templeton Investments April 2013 - January 2015
Franklin Templeton Investments November 2007 - September 2013
Equilar, Inc November 2004 - November 2007
The Mechanics Bank February 2002 - October 2004
The Mechanics Bank June 2001 - February 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Talent Management, Performance Management, Employee Benefits, Employee Relations, Employee Engagement, HRIS, Onboarding, Human Resources, Organizational..., Talent Acquisition, Recruiting, Workforce Planning, College Recruiting, Executive Pay, Applicant Tracking..., Project Management, Management, Policy, Leadership, HR Policies, Finance, Strategic Planning, Financial Services, Consulting, Team Management, Program Management, PeopleSoft, Change Management, Strategy, Vendor Management, Personnel Management, Leadership Development, Banking
Education
Project Management Institute 2013 — 2013
University of California, Berkeley 1998 — 2001
Bachelor of Science (B.S.), Political Science
Visa January 2015 - Present
Franklin Templeton Investments April 2013 - January 2015
Franklin Templeton Investments November 2007 - September 2013
Equilar, Inc November 2004 - November 2007
The Mechanics Bank February 2002 - October 2004
The Mechanics Bank June 2001 - February 2002
Morgan Stanley Dean Witter 2000 - 2001
Skills
Talent Management, Performance Management, Employee Benefits, Employee Relations, Employee Engagement, HRIS, Onboarding, Human Resources, Organizational..., Talent Acquisition, Recruiting, Workforce Planning, College Recruiting, Executive Pay, Applicant Tracking..., Project Management, Management, Policy, Leadership, HR Policies, Finance, Strategic Planning, Financial Services, Consulting, Team Management, Program Management, PeopleSoft, Change Management, Strategy, Vendor Management, Personnel Management, Leadership Development, Banking
Education
Project Management Institute 2013 — 2013
University of California, Berkeley 1998 — 2001
Bachelor of Science (B.S.), Political Science
Katie Kulikoski, GPHR's Morgan Stanley Dean Witter Experience 1998 - 2000
Job Vice President, Human Resources at Brightcove
Industry Computer Software
Experience
Brightcove May 2014 - Present
Optaros December 2012 - May 2014
CIDC December 2009 - November 2012
ConnectEdu August 2008 - November 2009
ConnectEdu June 2007 - August 2008
CIDC April 2004 - June 2007
Reef S.A./N.V. 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Skills
Employee Relations, Coaching, Leadership Development, Organizational..., Recruiting, Change Management, Team Building, Strategic Planning, Start-ups, Training, Talent Acquisition, Onboarding, Executive Coaching, Workforce Planning, Benefits Administration, Talent Management, Succession Planning, HRIS, Employee Engagement, Performance Management, Applicant Tracking..., Organizational..., Employee Benefits, Staff Development, Management, E-commerce, Personnel Management, Strategy, Human Resources, Interviews, Executive Search, Leadership, Deferred Compensation, Employment Law, Career Development, Hiring, Internet Recruiting, Technical Recruiting, Enterprise Software, Strategic HR, Sourcing, Executive Management, Organizational Design, College Recruiting, Benefits Negotiation, Employer Branding, Temporary Placement
Education
University of California, Santa Cruz 1994 — 1998
B.A., Politics
Brightcove May 2014 - Present
Optaros December 2012 - May 2014
CIDC December 2009 - November 2012
ConnectEdu August 2008 - November 2009
ConnectEdu June 2007 - August 2008
CIDC April 2004 - June 2007
Reef S.A./N.V. 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Skills
Employee Relations, Coaching, Leadership Development, Organizational..., Recruiting, Change Management, Team Building, Strategic Planning, Start-ups, Training, Talent Acquisition, Onboarding, Executive Coaching, Workforce Planning, Benefits Administration, Talent Management, Succession Planning, HRIS, Employee Engagement, Performance Management, Applicant Tracking..., Organizational..., Employee Benefits, Staff Development, Management, E-commerce, Personnel Management, Strategy, Human Resources, Interviews, Executive Search, Leadership, Deferred Compensation, Employment Law, Career Development, Hiring, Internet Recruiting, Technical Recruiting, Enterprise Software, Strategic HR, Sourcing, Executive Management, Organizational Design, College Recruiting, Benefits Negotiation, Employer Branding, Temporary Placement
Education
University of California, Santa Cruz 1994 — 1998
B.A., Politics
Nicola Farman's Morgan Stanley Dean Witter Experience August 2003 - April 2006
Job Online Marketing Manager at Springer Science+Business Media
Industry Internet
Experience
Springer Science+Business Media January 2011 - Present
Penton Media August 2007 - March 2010
Beechwood Organization December 2006 - July 2007
Morgan Stanley Dean Witter August 2003 - April 2006
Avis August 1997 - June 2003
Dean Witter Reynolds November 1990 - May 1996
Skills
Omniture, Facebook, CSS, JavaScript, HTML, Web 2.0, Drupal, Marketing Communications, Blogging, Photoshop, Integrated Marketing, Google Analytics, Content Management, SEO, Email Marketing, CMS, Social Media Marketing, Web Analytics, E-commerce, Digital Marketing, Advertising, Product Marketing, Online Advertising, Online Marketing, Product Management, Marketing
Education
University at Albany, SUNY
B.S., Economics
Springer Science+Business Media January 2011 - Present
Penton Media August 2007 - March 2010
Beechwood Organization December 2006 - July 2007
Morgan Stanley Dean Witter August 2003 - April 2006
Avis August 1997 - June 2003
Dean Witter Reynolds November 1990 - May 1996
Skills
Omniture, Facebook, CSS, JavaScript, HTML, Web 2.0, Drupal, Marketing Communications, Blogging, Photoshop, Integrated Marketing, Google Analytics, Content Management, SEO, Email Marketing, CMS, Social Media Marketing, Web Analytics, E-commerce, Digital Marketing, Advertising, Product Marketing, Online Advertising, Online Marketing, Product Management, Marketing
Education
University at Albany, SUNY
B.S., Economics
Paul Oda's Morgan Stanley Dean Witter Experience 2006 - October 2008
Job Vice President / Portfolio Manager
Industry Financial Services
Experience
Manufacturers Bank May 2012 - Present
Chase Investment Services March 2011 - May 2012
City National Bank October 2008 - September 2010
Morgan Stanley Dean Witter 2006 - October 2008
Union Bank of California 1994 - 2006
Education
University of California, Berkeley 1980 — 1984
BA, Political Science
Manufacturers Bank May 2012 - Present
Chase Investment Services March 2011 - May 2012
City National Bank October 2008 - September 2010
Morgan Stanley Dean Witter 2006 - October 2008
Union Bank of California 1994 - 2006
Education
University of California, Berkeley 1980 — 1984
BA, Political Science
Alan Feutz, CFP®'s Morgan Stanley Dean Witter Experience July 1999 - February 2001
Job Private Client Advisor at J.P. Morgan Chase Bank N.A
Industry Investment Management
Experience
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
Alex Easton's Morgan Stanley Dean Witter Experience December 1999 - January 2001
Job Vice President, Head of Market Data
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Lehman Brothers January 2003 - September 2008
Neuberger Berman 2001 - 2003
Morgan Stanley Dean Witter December 1999 - January 2001
Skills
Trading Systems, Market Data, Visio, Fixed Income, Equities, Java, Asset, Trading System, SDLC, Risk Management, Requirements Analysis, Sybase, Electronic Trading, Business Analysis, Integration, Software Project..., Vendor Management, Hedge Funds, Financial Services, Derivatives, Low Latency, Prime Brokerage, Cadis, Charles River IMS
Education
University of Arizona
Neuberger Berman September 2008 - Present
Lehman Brothers January 2003 - September 2008
Neuberger Berman 2001 - 2003
Morgan Stanley Dean Witter December 1999 - January 2001
Skills
Trading Systems, Market Data, Visio, Fixed Income, Equities, Java, Asset, Trading System, SDLC, Risk Management, Requirements Analysis, Sybase, Electronic Trading, Business Analysis, Integration, Software Project..., Vendor Management, Hedge Funds, Financial Services, Derivatives, Low Latency, Prime Brokerage, Cadis, Charles River IMS
Education
University of Arizona
David N. De Nitto, CFP®'s Morgan Stanley Dean Witter Experience August 1999 - January 2003
Job Branch Manager, Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC February 2014 - February 2015
Merrill Lynch January 2003 - February 2014
Morgan Stanley Dean Witter August 1999 - January 2003
Morgan Stanley Dean Witter March 1997 - August 1999
Skills
Financial Advisory, Asset Allocation, Finance, Retirement Planning, Alternative Investments, Retirement, Mutual Funds, Investments, Risk Management, Investment Strategies, Equities, Securities, Life Insurance, Fixed Annuities, Fixed Income, IRAs, 401k, Retirement Plans, investment planning
Education
University of Arizona 1994 — 1999
BS, Finance and Economics
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC February 2014 - February 2015
Merrill Lynch January 2003 - February 2014
Morgan Stanley Dean Witter August 1999 - January 2003
Morgan Stanley Dean Witter March 1997 - August 1999
Skills
Financial Advisory, Asset Allocation, Finance, Retirement Planning, Alternative Investments, Retirement, Mutual Funds, Investments, Risk Management, Investment Strategies, Equities, Securities, Life Insurance, Fixed Annuities, Fixed Income, IRAs, 401k, Retirement Plans, investment planning
Education
University of Arizona 1994 — 1999
BS, Finance and Economics
Chris Storms's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Senior Project Manager at General Atlantic
Industry Capital Markets
Experience
General Atlantic June 2014 - Present
McKinsey & Company March 2011 - May 2014
McKinsey and Company June 2007 - March 2011
JPMorgan Asset Management July 2004 - June 2007
EACM Advisors LLC (BNY Mellon Asset Management) March 2000 - May 2004
Morgan Stanley Dean Witter 1999 - 2000
Fidelity Investments 1998 - 1999
Skills
Financial Modeling, Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Finance, Valuation, Fixed Income, Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Business Analysis, Risk Management
Education
Trinity University 1994 — 1998
BS - Business Administration, Finance & Management
Newtown High School 1990 — 1994
Diploma, Diploma
General Atlantic June 2014 - Present
McKinsey & Company March 2011 - May 2014
McKinsey and Company June 2007 - March 2011
JPMorgan Asset Management July 2004 - June 2007
EACM Advisors LLC (BNY Mellon Asset Management) March 2000 - May 2004
Morgan Stanley Dean Witter 1999 - 2000
Fidelity Investments 1998 - 1999
Skills
Financial Modeling, Investments, Equities, Hedge Funds, Capital Markets, Derivatives, Finance, Valuation, Fixed Income, Portfolio Management, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Business Analysis, Risk Management
Education
Trinity University 1994 — 1998
BS - Business Administration, Finance & Management
Newtown High School 1990 — 1994
Diploma, Diploma
Chuck Dickerson's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Financial Analyst/Account Executive
Industry Financial Services
Experience
Self Employed April 2010 - Present
Ratheon Corporation March 2008 - March 2010
Countrywide Home Loans February 2001 - June 2007
Countrywide Home Loans 2005 - 2006
Charles Schwab 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Countrywide Home Loans 1996 - 1999
Small Business Administration Disaster Group 1994 - 1995
Skills
Mortgage Lending, Analysis, Banking, Negotiation, Accounting, PowerPoint, Credit Analysis, Interviews, Leadership, Access, Financial Analysis, Interpersonal..., Interviewing, Determining Core Issues, Strong project..., Goal Oriented, Mentoring subordinates, Developing Subordinates..., Concise Communications..., Business Research, Investment Research, General Accounting, Determining..., Understanding risks of..., Microsoft ACCESS 2010, Microsoft EXCEL, Outlook, Inside Sales, Aerospace and Defense..., Work in SAP Environment, Account/Billing..., Working in large..., International Affairs, SQL Select Statements..., personal computers, Computer Networking
Education
The University of Texas at Austin 1986 — 1988
Masters Professional Accounting, Accounting/Finance
University of Arkansas at Fayetteville 1981 — 1982
MBA, General Business
University of Arkansas at Fayetteville 1971 — 1977
BSBA, Finance
Collin County Community College
Self Employed April 2010 - Present
Ratheon Corporation March 2008 - March 2010
Countrywide Home Loans February 2001 - June 2007
Countrywide Home Loans 2005 - 2006
Charles Schwab 2000 - 2001
Morgan Stanley Dean Witter 1999 - 2000
Countrywide Home Loans 1996 - 1999
Small Business Administration Disaster Group 1994 - 1995
Skills
Mortgage Lending, Analysis, Banking, Negotiation, Accounting, PowerPoint, Credit Analysis, Interviews, Leadership, Access, Financial Analysis, Interpersonal..., Interviewing, Determining Core Issues, Strong project..., Goal Oriented, Mentoring subordinates, Developing Subordinates..., Concise Communications..., Business Research, Investment Research, General Accounting, Determining..., Understanding risks of..., Microsoft ACCESS 2010, Microsoft EXCEL, Outlook, Inside Sales, Aerospace and Defense..., Work in SAP Environment, Account/Billing..., Working in large..., International Affairs, SQL Select Statements..., personal computers, Computer Networking
Education
The University of Texas at Austin 1986 — 1988
Masters Professional Accounting, Accounting/Finance
University of Arkansas at Fayetteville 1981 — 1982
MBA, General Business
University of Arkansas at Fayetteville 1971 — 1977
BSBA, Finance
Collin County Community College
Peter Cardiello's Morgan Stanley Dean Witter Experience October 2000 - April 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Slomin's, Inc. January 2011 - August 2011
Insurity October 2007 - October 2008
American Home Mortgage April 2007 - August 2007
Morgan Stanley Dean Witter October 2000 - April 2007
Education
State University of New York - System 1990 — 1993
Slomin's, Inc. January 2011 - August 2011
Insurity October 2007 - October 2008
American Home Mortgage April 2007 - August 2007
Morgan Stanley Dean Witter October 2000 - April 2007
Education
State University of New York - System 1990 — 1993
Evan Lao's Morgan Stanley Dean Witter Experience September 1999 - July 2000
Job Creative Director at Alloyed Media Inc.
Industry Design
Experience
Alloyed Media Inc. February 2003 - Present
Wolff Olins 2012 - September 2013
fluency. March 2003 - July 2009
Evan Lao Design September 1994 - March 2003
MORGAN STANLEY DEAN WITTER September 1999 - July 2000
Davis Polk & Wardwell LLP December 1998 - August 1999
RUDER • FINN DESIGN July 1996 - June 1997
ADMASTER COMMUNICATIONS July 1995 - February 1996
Katz Communications July 1992 - October 1994
Skills
Advertising, Print, Graphic Design, Creative Development, Production, Web Design, Creative Direction, Art Direction, Photography, Graphics, Marketing Strategy, Brochures, Brand Development, Art, Logo Design, Corporate Identity, Packaging, Direct Mail, Illustration, Photoshop, Web Development, Illustrator, Layout
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1992
Bachelors of Arts, Design
Fiorello LaGuardia H.S. of Music & Art 1984 — 1988
H. S. Diploma, Art
Alloyed Media Inc. February 2003 - Present
Wolff Olins 2012 - September 2013
fluency. March 2003 - July 2009
Evan Lao Design September 1994 - March 2003
MORGAN STANLEY DEAN WITTER September 1999 - July 2000
Davis Polk & Wardwell LLP December 1998 - August 1999
RUDER • FINN DESIGN July 1996 - June 1997
ADMASTER COMMUNICATIONS July 1995 - February 1996
Katz Communications July 1992 - October 1994
Skills
Advertising, Print, Graphic Design, Creative Development, Production, Web Design, Creative Direction, Art Direction, Photography, Graphics, Marketing Strategy, Brochures, Brand Development, Art, Logo Design, Corporate Identity, Packaging, Direct Mail, Illustration, Photoshop, Web Development, Illustrator, Layout
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1992
Bachelors of Arts, Design
Fiorello LaGuardia H.S. of Music & Art 1984 — 1988
H. S. Diploma, Art
Skip Vasquez, CFA ®, CFP ®'s Morgan Stanley Dean Witter Experience October 2002 - May 2003
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA November 2009 - Present
USAA November 2004 - November 2009
AXA Equitable May 2003 - November 2004
Morgan Stanley Dean Witter October 2002 - May 2003
Education
Trinity University 1999 — 2003
Bachelor of Science, Finance
USAA November 2009 - Present
USAA November 2004 - November 2009
AXA Equitable May 2003 - November 2004
Morgan Stanley Dean Witter October 2002 - May 2003
Education
Trinity University 1999 — 2003
Bachelor of Science, Finance
James Lozada's Morgan Stanley Dean Witter Experience February 2005 - July 2005
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Memorial Sloan Kettering Cancer Center August 2005 - December 2006
Morgan Stanley Dean Witter February 2005 - July 2005
JP Morgan Chase & Co. December 2004 - February 2005
Education
State University of New York College at Buffalo 1998 — 2003
Memorial Sloan Kettering Cancer Center August 2005 - December 2006
Morgan Stanley Dean Witter February 2005 - July 2005
JP Morgan Chase & Co. December 2004 - February 2005
Education
State University of New York College at Buffalo 1998 — 2003
Shawn Langlois's Morgan Stanley Dean Witter Experience June 1995 - April 1996
Job MarketWatch, Wall Street Journal Digital Network
Industry Online Media
Experience
The Wall Street Journal July 1999 - Present
ING 1996 - 1999
Morgan Stanley Dean Witter June 1995 - April 1996
Skills
Video, Journalism, Editing, Media Relations, Writing, Storytelling, Blogging, Television, Editorial, News Writing, Online Journalism, Breaking News, Copy Editing, Publishing, Business Journalism, Web Content, Headline Writing, AP Style, Content Strategy, Newspapers, Feature Articles, Investigative Reporting, New Media, Digital Media, Publications, Content Management, Online News, Web Content Management, Fact-checking, Content Development, Magazines, Press Releases, Business News, Online Publishing, Web Editing, Broadcast Journalism, Multimedia, Proofreading, Broadcast, Digital Journalism, Copywriting, Creative Writing, Newsletters, InCopy, Freelance Writing, Radio, Video Journalism, Computer-assisted..., Technology Journalism, Newspaper Design
Education
University of California, Santa Barbara 1988 — 1993
Bachelor of Arts, English
The Wall Street Journal July 1999 - Present
ING 1996 - 1999
Morgan Stanley Dean Witter June 1995 - April 1996
Skills
Video, Journalism, Editing, Media Relations, Writing, Storytelling, Blogging, Television, Editorial, News Writing, Online Journalism, Breaking News, Copy Editing, Publishing, Business Journalism, Web Content, Headline Writing, AP Style, Content Strategy, Newspapers, Feature Articles, Investigative Reporting, New Media, Digital Media, Publications, Content Management, Online News, Web Content Management, Fact-checking, Content Development, Magazines, Press Releases, Business News, Online Publishing, Web Editing, Broadcast Journalism, Multimedia, Proofreading, Broadcast, Digital Journalism, Copywriting, Creative Writing, Newsletters, InCopy, Freelance Writing, Radio, Video Journalism, Computer-assisted..., Technology Journalism, Newspaper Design
Education
University of California, Santa Barbara 1988 — 1993
Bachelor of Arts, English
Marrianne Lu's Morgan Stanley Dean Witter Experience May 1998 - June 1999
Job Finance Manager
Industry Consumer Goods
Experience
Nestle Dreyer's Ice Cream July 2012 - Present
Nestle Direct Store Delivery Division January 2010 - June 2012
The Clorox Company March 2008 - January 2010
Investors Bank & Trust 1999 - October 2007
Morgan Stanley Dean Witter May 1998 - June 1999
Credit Union for Berkeley Students (Student Financial Advisory Committee) August 1997 - December 1998
Skills
Accounting, CRM, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Management
Education
University of California, Berkeley 1995 — 1999
B.A., Economics
Nestle Dreyer's Ice Cream July 2012 - Present
Nestle Direct Store Delivery Division January 2010 - June 2012
The Clorox Company March 2008 - January 2010
Investors Bank & Trust 1999 - October 2007
Morgan Stanley Dean Witter May 1998 - June 1999
Credit Union for Berkeley Students (Student Financial Advisory Committee) August 1997 - December 1998
Skills
Accounting, CRM, Cross-functional Team..., Finance, Financial Analysis, Forecasting, Management
Education
University of California, Berkeley 1995 — 1999
B.A., Economics
Mike Devardo's Morgan Stanley Dean Witter Experience April 2010 - March 2013
Job Sales Support Associate
Industry Financial Services
Experience
Nomura Securities August 2014 - Present
Morgan Stanley March 2013 - August 2014
Morgan Stanley Dean Witter April 2010 - March 2013
Banc of America Specialist October 2005 - July 2008
Sirius Satellite Radio May 2005 - August 2005
Skills
Series 7, Series 63, Fixed Income, FX, Financial Risk, Investments, Securities, Structured Products, Bloomberg, Credit
Education
Stony Brook University 2001 — 2005
Bachelor's, Business Management
Nomura Securities August 2014 - Present
Morgan Stanley March 2013 - August 2014
Morgan Stanley Dean Witter April 2010 - March 2013
Banc of America Specialist October 2005 - July 2008
Sirius Satellite Radio May 2005 - August 2005
Skills
Series 7, Series 63, Fixed Income, FX, Financial Risk, Investments, Securities, Structured Products, Bloomberg, Credit
Education
Stony Brook University 2001 — 2005
Bachelor's, Business Management
Jane Kapelson's Morgan Stanley Dean Witter Experience 1999 - 2002
Job VP Regional Wealth Advisory Consultant, Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Morgan Stanley Smith Barney August 2004 - December 2011
JK Consulting 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2002
Morgan Stanley Dean Witter 1998 - 1999
Morgan Stanley Dean Witter 1997 - 1998
Prudential Securities 1993 - 1997
Legg Mason 1992 - 1993
Shearson Lehman Brothers 1989 - 1992
Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory
Education
The George Washington University 1985 — 1989
BA, Speech Communications
Chuck Lugay's Morgan Stanley Dean Witter Experience March 1997 - June 1998
Job Senior Vice President, Citadel Securities, LLC
Industry Capital Markets
Experience
Citadel LLC June 2013 - Present
Security Traders Association of New York July 2014 - Present
Knight Capital Americas August 2011 - December 2012
Knight Capital Group August 2007 - September 2011
Knight Capital Group October 2003 - August 2007
Morgan Stanley Dean Witter March 1997 - June 1998
Skills
Portfolio Management, Management, Finance, Equities, Equity Trading, Electronic Trading, Trading Systems, Series 7, Trading, Options, Securities, Hedge Funds, Fixed Income, Capital Markets, Series 63, Financial Markets, Derivatives, Bloomberg, ETFs, FINRA, Sales, Financial Services, Alternative Investments, Series 24, Wealth Management
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Citadel LLC June 2013 - Present
Security Traders Association of New York July 2014 - Present
Knight Capital Americas August 2011 - December 2012
Knight Capital Group August 2007 - September 2011
Knight Capital Group October 2003 - August 2007
Morgan Stanley Dean Witter March 1997 - June 1998
Skills
Portfolio Management, Management, Finance, Equities, Equity Trading, Electronic Trading, Trading Systems, Series 7, Trading, Options, Securities, Hedge Funds, Fixed Income, Capital Markets, Series 63, Financial Markets, Derivatives, Bloomberg, ETFs, FINRA, Sales, Financial Services, Alternative Investments, Series 24, Wealth Management
Education
University of Delaware 1989 — 1993
Bachelor of Arts (BA), International Relations and Affairs
Delana Mullins Maynes's Morgan Stanley Dean Witter Experience September 1995 - September 2001
Job Administrative Assistant at Capital Sisters
Industry Financial Services
Experience
Capital Sisters March 2012 - June 2013
Investment Management Consultants August 2011 - February 2012
Higher One August 2009 - September 2011
eToys August 2006 - December 2008
2008 Democratic National Convention June 2008 - August 2008
Morgan Stanley Dean Witter September 1995 - September 2001
OppenheimerFunds May 1993 - August 1995
Skills
Public Speaking, Customer Service, Training, Strategic Planning, Event Planning, Microsoft Office, Fundraising, Social Media, Management, Team Building, Team Leadership, Leadership, Program Management, Budgets, Public Relations, Analysis, Research, Event Management, Leadership Development, Data Analysis, Marketing, Microsoft Excel, Social Networking, Editing, Access, Project Management
Education
University of Colorado at Denver 1988 — 1992
Bachelor of Arts, Political Science
Capital Sisters March 2012 - June 2013
Investment Management Consultants August 2011 - February 2012
Higher One August 2009 - September 2011
eToys August 2006 - December 2008
2008 Democratic National Convention June 2008 - August 2008
Morgan Stanley Dean Witter September 1995 - September 2001
OppenheimerFunds May 1993 - August 1995
Skills
Public Speaking, Customer Service, Training, Strategic Planning, Event Planning, Microsoft Office, Fundraising, Social Media, Management, Team Building, Team Leadership, Leadership, Program Management, Budgets, Public Relations, Analysis, Research, Event Management, Leadership Development, Data Analysis, Marketing, Microsoft Excel, Social Networking, Editing, Access, Project Management
Education
University of Colorado at Denver 1988 — 1992
Bachelor of Arts, Political Science
Yasmin M's Morgan Stanley Dean Witter Experience 2000 - 2003
Job Development Manager at ING
Industry Nonprofit Organization Management
Experience
Stanford Hospital & Clinics 2012 - 2014
Stanford Hospital 2011 - 2011
Self Employed May 2010 - December 2010
Genentech - Contract November 2009 - April 2010
ING-Non Profit March 2008 - March 2009
Ann Taylor Retail 2008 - 2009
E & Y January 2006 - February 2008
Morgan Stanley Dean Witter 2000 - 2003
Skills
Project Management, Strategic Planning, Management, Leadership, Team Building, Program Management, PowerPoint, Outlook, Cross-functional Team..., Budgets
Education
University of Central Florida - College of Business Administration 1985 — 1987
Stanford Hospital & Clinics 2012 - 2014
Stanford Hospital 2011 - 2011
Self Employed May 2010 - December 2010
Genentech - Contract November 2009 - April 2010
ING-Non Profit March 2008 - March 2009
Ann Taylor Retail 2008 - 2009
E & Y January 2006 - February 2008
Morgan Stanley Dean Witter 2000 - 2003
Skills
Project Management, Strategic Planning, Management, Leadership, Team Building, Program Management, PowerPoint, Outlook, Cross-functional Team..., Budgets
Education
University of Central Florida - College of Business Administration 1985 — 1987
Beatriz Roman's Morgan Stanley Dean Witter Experience 2003 - 2004
Job AVP at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Merrill Lynch November 2004 - Present
Archipelago 2004 - 2004
Morgan Stanley Dean Witter 2003 - 2004
Howe Barnes Hoefer & Arnett 2002 - 2003
Education
University of Illinois at Urbana-Champaign 1997 — 2001
Patrick Kemper's Morgan Stanley Dean Witter Experience 1998 - 2000
Job Sr. Pastor, No Strongholds Ministries
Industry Religious Institutions
Experience
No Strongholds Ministries August 2008 - Present
Morgan Stanley Dean Witter 1998 - 2000
Skills
Leadership, Discipleship, Community Outreach, Strategic Planning, Nonprofits, Leadership Development, Fundraising, Coaching, Public Speaking, Team Building, Customer Service, Microsoft Office, Microsoft Excel, Teaching
Education
Trinity College of the Bible and Theological Seminary 2003 — 2009
Management and Leadership (emph. in Leadership in Ministry), Organizational Leadership
Trinity College of the Bible and Trinity Theological Seminary 2002 — 2008
Management and Leadership, Leadership in Ministry
No Strongholds Ministries August 2008 - Present
Morgan Stanley Dean Witter 1998 - 2000
Skills
Leadership, Discipleship, Community Outreach, Strategic Planning, Nonprofits, Leadership Development, Fundraising, Coaching, Public Speaking, Team Building, Customer Service, Microsoft Office, Microsoft Excel, Teaching
Education
Trinity College of the Bible and Theological Seminary 2003 — 2009
Management and Leadership (emph. in Leadership in Ministry), Organizational Leadership
Trinity College of the Bible and Trinity Theological Seminary 2002 — 2008
Management and Leadership, Leadership in Ministry
Joy Tapper's Morgan Stanley Dean Witter Experience April 2000 - May 2005
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
UBS September 2011 - Present
Merrill Lynch May 2005 - September 2011
Morgan Stanley Dean Witter April 2000 - May 2005
Education
The University of Akron 1976 — 1980
BA, psychology
Robert Peckham's Morgan Stanley Dean Witter Experience December 1989 - December 2000
Job Investment Executive at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group February 2006 - Present
Chase October 2004 - November 2005
Leisure Works April 2003 - October 2004
Prudential Securities December 2000 - April 2003
Morgan Stanley Dean Witter December 1989 - December 2000
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Securities, Retirement
Education
University of Arizona 1981 — 1988
Infinex Financial Group February 2006 - Present
Chase October 2004 - November 2005
Leisure Works April 2003 - October 2004
Prudential Securities December 2000 - April 2003
Morgan Stanley Dean Witter December 1989 - December 2000
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Securities, Retirement
Education
University of Arizona 1981 — 1988
John R. Atwood's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Proprietary Trader at Linear Trading 1.5
Industry Capital Markets
Experience
Linear Trading 1.5 October 2012 - Present
Linear Intraday Trading June 2003 - Present
Apalachee Capital Group, LP January 2009 - February 2010
Morgan Stanley Dean Witter 1997 - 1999
Skills
Equity Trading, Proprietary Trading, Certified Risk..., Portfolio Management, Equities, Trading Strategies, Electronic Trading, Options, Trading, Trading Systems, Hedge Funds, ETFs, Financial Markets, Hedging, Derivatives, Securities, Series 7, Fixed Income
Education
United States Sports Academy 1993 — 1995
MSS, Sports Management
University of South Florida 1988 — 1993
Bachelor of Science (BS), Political Science and Government
University of Wyoming 1984 — 1988
Anatomy & Physiology
Linear Trading 1.5 October 2012 - Present
Linear Intraday Trading June 2003 - Present
Apalachee Capital Group, LP January 2009 - February 2010
Morgan Stanley Dean Witter 1997 - 1999
Skills
Equity Trading, Proprietary Trading, Certified Risk..., Portfolio Management, Equities, Trading Strategies, Electronic Trading, Options, Trading, Trading Systems, Hedge Funds, ETFs, Financial Markets, Hedging, Derivatives, Securities, Series 7, Fixed Income
Education
United States Sports Academy 1993 — 1995
MSS, Sports Management
University of South Florida 1988 — 1993
Bachelor of Science (BS), Political Science and Government
University of Wyoming 1984 — 1988
Anatomy & Physiology
Will McNeely's Morgan Stanley Dean Witter Experience 1991 - 2006
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Victoria Ericson, LEED AP, NCIDQ's Morgan Stanley Dean Witter Experience June 1999 - August 1999
Job Owner/ Principal Designer at V.Roxo Design Group, LLC
Industry Design
Experience
V.Roxo Design Group, LLC April 2013 - Present
V.Roxo Design & Consulting, LLC June 2007 - April 2013
Francesca Russo Architect March 2006 - June 2007
DPM Architecture June 2005 - August 2005
DPM Architecture June 2003 - August 2003
Morgan Stanley Dean Witter June 1999 - August 1999
Skills
Interior Design, Architectural Design, Photoshop, Sustainable Design, Adobe Creative Suite, Renovation, InDesign, Submittals, Photography, Design Research, Art, Graphic Design, Space planning, Architecture, Theatre, Music, SketchUp, AutoCAD, Drawing, Entertainment, Residential Design, Architectures, PowerPoint, Project Management
Education
Central Saint Martins School of Art and Design, U. of London 2004 — 2005
MA, Scenography
The Cooper Union for the Advancement of Science and Art 1999 — 2004
B.Arch, Architecture
V.Roxo Design Group, LLC April 2013 - Present
V.Roxo Design & Consulting, LLC June 2007 - April 2013
Francesca Russo Architect March 2006 - June 2007
DPM Architecture June 2005 - August 2005
DPM Architecture June 2003 - August 2003
Morgan Stanley Dean Witter June 1999 - August 1999
Skills
Interior Design, Architectural Design, Photoshop, Sustainable Design, Adobe Creative Suite, Renovation, InDesign, Submittals, Photography, Design Research, Art, Graphic Design, Space planning, Architecture, Theatre, Music, SketchUp, AutoCAD, Drawing, Entertainment, Residential Design, Architectures, PowerPoint, Project Management
Education
Central Saint Martins School of Art and Design, U. of London 2004 — 2005
MA, Scenography
The Cooper Union for the Advancement of Science and Art 1999 — 2004
B.Arch, Architecture
Jonathan Skinner's Morgan Stanley Dean Witter Experience January 2007 - August 2007
Job Product Manager, EMM & Mobile Devices at Genentech
Industry Information Technology and Services
Experience
Genentech Inc. (Roche) September 2012 - Present
Roche Pharmaceuticals April 2010 - September 2012
Citi September 2007 - April 2010
Morgan Stanley Dean Witter January 2007 - August 2007
Skills
ITIL V3 Foundation, IT Service Management, ITIL, Incident Management, Integration, Microsoft Exchange, Mobile Devices, Operating Systems, Networking, Service Delivery, IT Management, Infrastructure, Help Desk Support, Technical Support, Management, Blackberry, IT Operations, iOS, iPhone, Vendor Management, System Administration
Education
University College Cork 2003 — 2006
BA, History (Maj) & Italian, 2:1
University College Cork 2003 — 2006
Bachelor's degree
Genentech Inc. (Roche) September 2012 - Present
Roche Pharmaceuticals April 2010 - September 2012
Citi September 2007 - April 2010
Morgan Stanley Dean Witter January 2007 - August 2007
Skills
ITIL V3 Foundation, IT Service Management, ITIL, Incident Management, Integration, Microsoft Exchange, Mobile Devices, Operating Systems, Networking, Service Delivery, IT Management, Infrastructure, Help Desk Support, Technical Support, Management, Blackberry, IT Operations, iOS, iPhone, Vendor Management, System Administration
Education
University College Cork 2003 — 2006
BA, History (Maj) & Italian, 2:1
University College Cork 2003 — 2006
Bachelor's degree
Steven Corday's Morgan Stanley Dean Witter Experience 1989 - 1992
Job Manager at KPMG LLP
Industry Accounting
Experience
KPMG June 2010 - Present
KPMG 2010 - 2015
KPMG 2010 - 2015
CMW Financial Group 2001 - February 2011
Recruiting Firm 1994 - 2001
RBS Greenwich Capital 1992 - 1993
Morgan Stanley Dean Witter 1989 - 1992
KPMG Peat Marwick 1984 - 1989
Skills
US GAAP, Corporate Tax, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, CPA, IFRS, Tax Accounting, Financial Statements, Financial Audits, Tax
Education
University at Albany, SUNY 1980 — 1984
B.S., Accounting
KPMG June 2010 - Present
KPMG 2010 - 2015
KPMG 2010 - 2015
CMW Financial Group 2001 - February 2011
Recruiting Firm 1994 - 2001
RBS Greenwich Capital 1992 - 1993
Morgan Stanley Dean Witter 1989 - 1992
KPMG Peat Marwick 1984 - 1989
Skills
US GAAP, Corporate Tax, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, GAAP, Financial Reporting, SEC filings, CPA, IFRS, Tax Accounting, Financial Statements, Financial Audits, Tax
Education
University at Albany, SUNY 1980 — 1984
B.S., Accounting
Jonathan Heimowitz's Morgan Stanley Dean Witter Experience April 1993 - February 2008
Job Senior Vice PresidentInvestments at Lantern INVESTMENTS
Industry Financial Services
Experience
Lantern INVESTMENTS January 2013 - Present
sandgrain securities February 2000 - December 2012
Sandgrain Securities January 2000 - December 2012
Morgan Stanley Dean Witter April 1993 - February 2008
Skills
Securities, Equities, Investments, Asset Management, Alternative Investments, Asset Managment, Valuation, Portfolio Management, Series 7, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation
Education
Touro College 1982 — 1986
bs, finance
ytm 1972 — 1978
Lantern INVESTMENTS January 2013 - Present
sandgrain securities February 2000 - December 2012
Sandgrain Securities January 2000 - December 2012
Morgan Stanley Dean Witter April 1993 - February 2008
Skills
Securities, Equities, Investments, Asset Management, Alternative Investments, Asset Managment, Valuation, Portfolio Management, Series 7, Financial Modeling, Fixed Income, Hedge Funds, Asset Allocation
Education
Touro College 1982 — 1986
bs, finance
ytm 1972 — 1978
John Marquez's Morgan Stanley Dean Witter Experience November 1996 - January 2002
Job Business Services Territory Manager
Industry Telecommunications
Experience
Comcast Business Services January 2009 - Present
Clear Solutions, Inc. June 2007 - July 2008
Clearwire 2004 - 2007
AOL Time Warner January 2002 - February 2004
Morgan Stanley Dean Witter November 1996 - January 2002
Education
University of Florida - Warrington College of Business Administration 1994 — 1996
BABA, Business
Comcast Business Services January 2009 - Present
Clear Solutions, Inc. June 2007 - July 2008
Clearwire 2004 - 2007
AOL Time Warner January 2002 - February 2004
Morgan Stanley Dean Witter November 1996 - January 2002
Education
University of Florida - Warrington College of Business Administration 1994 — 1996
BABA, Business
Douglas Moseley, CPA, CITP, CISA, CGMA's Morgan Stanley Dean Witter Experience January 2001 - November 2001
Job Finance/IT Director at City of Prattville
Industry Accounting
Experience
City of Prattville January 2013 - Present
City of Prattville February 2011 - January 2013
City of Prattville February 2010 - February 2011
Carr, Riggs & Ingram, LLC February 2005 - February 2010
Alabama Department of Insurance January 2002 - February 2005
Morgan Stanley Dean Witter January 2001 - November 2001
Skills
Financial Reporting, Banking, Financial Statements, Finance, Internal Audit, CPA, Auditing, Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, Financial Services, Employee Benefits, Training
Education
University of Alabama at Birmingham 2004 — 2005
Bachelors, Accounting
Troy University 2002 — 2002
Masters, Information Systems
Troy University 1998 — 2000
Bachelors, Finance
City of Prattville January 2013 - Present
City of Prattville February 2011 - January 2013
City of Prattville February 2010 - February 2011
Carr, Riggs & Ingram, LLC February 2005 - February 2010
Alabama Department of Insurance January 2002 - February 2005
Morgan Stanley Dean Witter January 2001 - November 2001
Skills
Financial Reporting, Banking, Financial Statements, Finance, Internal Audit, CPA, Auditing, Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, IT Audit, Sarbanes-Oxley, Financial Services, Employee Benefits, Training
Education
University of Alabama at Birmingham 2004 — 2005
Bachelors, Accounting
Troy University 2002 — 2002
Masters, Information Systems
Troy University 1998 — 2000
Bachelors, Finance
Kim Berry's Morgan Stanley Dean Witter Experience February 2000 - January 2003
Job Agency Principal, Entrepreneur
Industry Financial Services
Experience
Boreal Insurance Brokerage, LLC January 2013 - Present
Capital Indemnity Group July 2010 - January 2014
State Farm Agent October 2009 - June 2010
Lincoln Financial Distributors March 2004 - August 2009
Morgan Stanley Dean Witter February 2000 - January 2003
AXA Financial June 1999 - February 2000
Donaldson Lufkin & Jenrette June 1992 - June 1999
Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Series 7, 401k, Life Insurance, Variable Annuities, Long-term Care, Insurance, Investments, Securities, Series 65, Financial Services, Financial Advisory, Sales
Education
Temple University 1987 — 1991
Psychology
Cedar Ridge High School
Boreal Insurance Brokerage, LLC January 2013 - Present
Capital Indemnity Group July 2010 - January 2014
State Farm Agent October 2009 - June 2010
Lincoln Financial Distributors March 2004 - August 2009
Morgan Stanley Dean Witter February 2000 - January 2003
AXA Financial June 1999 - February 2000
Donaldson Lufkin & Jenrette June 1992 - June 1999
Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Series 7, 401k, Life Insurance, Variable Annuities, Long-term Care, Insurance, Investments, Securities, Series 65, Financial Services, Financial Advisory, Sales
Education
Temple University 1987 — 1991
Psychology
Cedar Ridge High School
Margie Hollister's Morgan Stanley Dean Witter Experience 2000 - 2003
Job Vice President at Churchill Management Group
Industry Financial Services
Experience
Churchill Management Group April 2013 - Present
Fisher Investments 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley Dean Witter 2000 - 2003
Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies
Education
University of California, Berkeley 1995 — 1999
Bachelor of Science (B.S.), Economics
Menlo School, Atherton CA 1991 — 1995
Churchill Management Group April 2013 - Present
Fisher Investments 2011 - April 2013
Fisher Investments November 2003 - September 2011
Morgan Stanley Dean Witter 2000 - 2003
Skills
Series 63, Series 65, Uniform Combined State..., Building Relationships, Technical Recruiting, Portfolio Management, Asset Managment, Investments, Investment Strategies
Education
University of California, Berkeley 1995 — 1999
Bachelor of Science (B.S.), Economics
Menlo School, Atherton CA 1991 — 1995
Kristen Mueller's Morgan Stanley Dean Witter Experience May 2000 - February 2001
Job Editor and Writer
Industry Writing and Editing
Experience
Houston Symphony January 2005 - December 2009
Houston Symphony August 2004 - January 2005
Houston Symphony August 2003 - August 2004
ASU Foundation May 2001 - July 2003
Morgan Stanley Dean Witter May 2000 - February 2001
Morgan Stanley Dean Witter October 1998 - May 2000
Skills
Media Relations, Editing, Press Releases, Publications, Editorial, Feature Articles, Magazines, Creative Direction, Public Relations, Nonprofits, Marketing Communications, Management
Education
University of North Texas 1989 — 1994
BA, Magna cum Laude, Music and Radio, Television & Film
The University of Glasgow 1991 — 1992
N/A, Music, Television & Film, International Relations
Houston Symphony January 2005 - December 2009
Houston Symphony August 2004 - January 2005
Houston Symphony August 2003 - August 2004
ASU Foundation May 2001 - July 2003
Morgan Stanley Dean Witter May 2000 - February 2001
Morgan Stanley Dean Witter October 1998 - May 2000
Skills
Media Relations, Editing, Press Releases, Publications, Editorial, Feature Articles, Magazines, Creative Direction, Public Relations, Nonprofits, Marketing Communications, Management
Education
University of North Texas 1989 — 1994
BA, Magna cum Laude, Music and Radio, Television & Film
The University of Glasgow 1991 — 1992
N/A, Music, Television & Film, International Relations
Patrick Cameron's Morgan Stanley Dean Witter Experience 2001 - December 2005
Job President & Senior Financial Advisor at Cameron, Hynes & Associates
Industry Investment Management
Experience
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Cameron, Hynes & Associates December 2013 - Present
Stephens Inc. December 2005 - December 2013
Morgan Stanley Dean Witter 2001 - December 2005
A.G. Edwards & Sons, Inc. September 1994 - March 2000
Skills
Asset Management, Finance, Investments, Retirement Planning, Series 7, Start-ups, Strategic Financial..., Financial Analysis, Securities, Portfolio Management, Asset Allocation, Equities, Series 63, Mutual Funds, Financial Advisory, Financial Planning
Education
University of Arkansas 1987 — 1992
ag econ, ag business
LRCH
Dan Holcomb's Morgan Stanley Dean Witter Experience April 2004 - June 2005
Job Real Estate Capital Markets at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Wells Fargo April 2010 - Present
Prospect Consulting Group January 2009 - April 2010
CapitalSource April 2007 - January 2009
Mid-Michigan Real Estate and Appraisal Service April 1999 - May 2007
Morgan Stanley Dean Witter April 2004 - June 2005
Brown Brothers Harriman June 2003 - August 2003
Education
University of Michigan 1999 — 2003
B.A., Political Science
The London School of Economics and Political Science (LSE) 2002 — 2002
Political/Economic Theory
Rita Paradise's Morgan Stanley Dean Witter Experience December 2003 - August 2005
Job Owner at Rita's Eclectic Treasures
Industry Management Consulting
Experience
Rita's Eclectic Treasures 2011 - Present
Terrain at Styers, Longwood Gardens, Home Goods 2010 - 2011
Wachter Consulting LLC 2008 - 2009
Morgan Stanley Dean Witter December 2003 - August 2005
SmartForce March 2000 - December 2001
Keane, Inc. April 1996 - March 2000
Comerica Bank 1987 - 1995
Skills
Financial Analysis, Project Management, Commercial Banking, Cash Management, Banking
Education
Thunderbird School of Global Management 1979 — 1980
Master of Business Administration (M.B.A.), International Business, International Relations and Mandarin Chinese
William & Mary
Bachelor of Arts in Government
Rita's Eclectic Treasures 2011 - Present
Terrain at Styers, Longwood Gardens, Home Goods 2010 - 2011
Wachter Consulting LLC 2008 - 2009
Morgan Stanley Dean Witter December 2003 - August 2005
SmartForce March 2000 - December 2001
Keane, Inc. April 1996 - March 2000
Comerica Bank 1987 - 1995
Skills
Financial Analysis, Project Management, Commercial Banking, Cash Management, Banking
Education
Thunderbird School of Global Management 1979 — 1980
Master of Business Administration (M.B.A.), International Business, International Relations and Mandarin Chinese
William & Mary
Bachelor of Arts in Government
Paul Wittenbrink's Morgan Stanley Dean Witter Experience March 1999 - January 2000
Job Department Manager at Citigroup
Industry Banking
Experience
Citigroup May 2007 - Present
Highbridge Capital Management November 2005 - May 2007
Atticus Capital Management June 2005 - November 2005
Exis Capital Management December 2002 - May 2005
Soros Fund Management January 2000 - December 2002
Morgan Stanley Dean Witter March 1999 - January 2000
Bankers Trust October 1997 - March 1999
Skills
Fixed Income, Portfolio Management, FX, Economics, Mergers, Bloomberg, Equities, Trading, Hedge Funds, Valuation, Options, Bonds, Securities, Derivatives, Credit, Risk Management, Proprietary Trading, Excel, Customer Relations, Financial Reporting, Loans, Equity Trading, Budgeting, Business Analysis, Financial Markets, P&L, Commodities, Microsoft Office, Outlook
Education
State University of New York College at Fredonia 1992 — 1997
Economics, Economics
St. Peter and Paul
The Eden Jr/Sr High School
The Enden Jr/Sr High
Citigroup May 2007 - Present
Highbridge Capital Management November 2005 - May 2007
Atticus Capital Management June 2005 - November 2005
Exis Capital Management December 2002 - May 2005
Soros Fund Management January 2000 - December 2002
Morgan Stanley Dean Witter March 1999 - January 2000
Bankers Trust October 1997 - March 1999
Skills
Fixed Income, Portfolio Management, FX, Economics, Mergers, Bloomberg, Equities, Trading, Hedge Funds, Valuation, Options, Bonds, Securities, Derivatives, Credit, Risk Management, Proprietary Trading, Excel, Customer Relations, Financial Reporting, Loans, Equity Trading, Budgeting, Business Analysis, Financial Markets, P&L, Commodities, Microsoft Office, Outlook
Education
State University of New York College at Fredonia 1992 — 1997
Economics, Economics
St. Peter and Paul
The Eden Jr/Sr High School
The Enden Jr/Sr High
Edward Spiegel's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Compliance Officer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
Mickey Gibson's Morgan Stanley Dean Witter Experience January 1998 - January 1999
Job Video Engineer/Audio Visual Design Engineer at BedBath&Beyond Corporate Headquarters
Industry Telecommunications
Experience
BedBath&Beyond Corporate Headquarters October 2012 - Present
Mercedes Benz USA April 2011 - June 2012
Lockheed Martin Corp. April 2010 - November 2010
Morgan Stanley January 2010 - March 2010
New York Life Insurance Co. September 2003 - August 2009
Deutsche Bank Securities January 1999 - January 2003
Morgan Stanley Dean Witter January 1998 - January 1999
NBC News March 1995 - January 1998
Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP
Education
Technical Career Institutes 1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications
BedBath&Beyond Corporate Headquarters October 2012 - Present
Mercedes Benz USA April 2011 - June 2012
Lockheed Martin Corp. April 2010 - November 2010
Morgan Stanley January 2010 - March 2010
New York Life Insurance Co. September 2003 - August 2009
Deutsche Bank Securities January 1999 - January 2003
Morgan Stanley Dean Witter January 1998 - January 1999
NBC News March 1995 - January 1998
Skills
Troubleshooting, Video Conferencing, AV, TCP/IP, Integration, Networking, Tandberg, Vendor Management, Cisco Technologies, Technical Support, Network Administration, IP, Telepresence, Software Installation, Hardware, Security, WAN, LAN-WAN, Servers, Project Delivery, Instructional Technology, Polycom Video..., People Management, Data Center, Video Production, Videography, Video Editing, Broadcast Television, Telecommunications..., Digital Media, Collaboration Solutions, Audio Engineering, Budget Management, IT Strategy, Management, Project Management, Video, Leadership, Testing, Telecommunications, Sound, Network Engineering, Multimedia, Infrastructure, System Deployment, VoIP
Education
Technical Career Institutes 1995 — 1997
AOS, Industrial Electronics Engineering Technology \ Communications
Leonard Hsu's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Managing Director at TriStar Capital Management, LLC
Industry Investment Management
Experience
TriStar Capital Management, LLC January 2010 - Present
self employed 2008 - 2011
CitiMortgage, Wells Fargo 2001 - 2007
Morgan Stanley Dean Witter 1999 - 2000
Hull Trading Company 1996 - 1996
Bank of America 1994 - 1995
Wells Fargo Asset Management 1993 - 1994
Skills
Global Macro, Trading, Commodity, Hedge Funds, FX, Futures, Technical Analysis, Options, Behavioral Finance, Proprietary Trading, Investments, Portfolio Management, Mutual Funds, Equity Trading, Finance, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
Bachelor of Science (B.S.), Finance
TriStar Capital Management, LLC January 2010 - Present
self employed 2008 - 2011
CitiMortgage, Wells Fargo 2001 - 2007
Morgan Stanley Dean Witter 1999 - 2000
Hull Trading Company 1996 - 1996
Bank of America 1994 - 1995
Wells Fargo Asset Management 1993 - 1994
Skills
Global Macro, Trading, Commodity, Hedge Funds, FX, Futures, Technical Analysis, Options, Behavioral Finance, Proprietary Trading, Investments, Portfolio Management, Mutual Funds, Equity Trading, Finance, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
Bachelor of Science (B.S.), Finance
Cathy Urbelis's Morgan Stanley Dean Witter Experience 1988 - 1993
Job Marketing at Trust Company of the West
Industry Investment Management
Experience
TCW 1998 - Present
InvestorReach, Inc. 1996 - 1998
Nicholas-Applegate Capital Management 1993 - 1996
Morgan Stanley Dean Witter 1988 - 1993
Skills
Strategic Planning, Cross-functional Team..., Product Analysis, Marketing..., Manage Client..., Mutual Funds, Separate..., Cross Channel Marketing, Investments, Mutual Funds, Marketing Strategy, Separately Managed..., Equities, Management, Investment Management, Leadership, Institutional...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
TCW 1998 - Present
InvestorReach, Inc. 1996 - 1998
Nicholas-Applegate Capital Management 1993 - 1996
Morgan Stanley Dean Witter 1988 - 1993
Skills
Strategic Planning, Cross-functional Team..., Product Analysis, Marketing..., Manage Client..., Mutual Funds, Separate..., Cross Channel Marketing, Investments, Mutual Funds, Marketing Strategy, Separately Managed..., Equities, Management, Investment Management, Leadership, Institutional...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics
Paul Bermingham's Morgan Stanley Dean Witter Experience 1989 - 1992
Job Account Specialist at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car 2005 - Present
Bank of America 2003 - 2005
Aflac 2002 - 2003
Abbott Laboratories 1999 - 2001
Mesquite Children Clinic 1995 - 1999
Morgan Stanley Dean Witter 1989 - 1992
Merrill Lynch Investment Managers 1986 - 1989
Skills
Sales Management, Operations Management, Development Of Employees, Pharmaceutical Sales, Team Management, QuickBooks, Teamwork, Strategic Account..., Accounting Management, Medical Practice..., Medical Practice..., Accounting Applications, Accounts..., Account Reconciliation, Customer-focused, Marketing Accountability, Customer Service, Leadership
Education
Oakwood University
Bachelor of Science (B.S.), Accounting and Business/Management
The University of Texas at Dallas
Enterprise Rent-A-Car 2005 - Present
Bank of America 2003 - 2005
Aflac 2002 - 2003
Abbott Laboratories 1999 - 2001
Mesquite Children Clinic 1995 - 1999
Morgan Stanley Dean Witter 1989 - 1992
Merrill Lynch Investment Managers 1986 - 1989
Skills
Sales Management, Operations Management, Development Of Employees, Pharmaceutical Sales, Team Management, QuickBooks, Teamwork, Strategic Account..., Accounting Management, Medical Practice..., Medical Practice..., Accounting Applications, Accounts..., Account Reconciliation, Customer-focused, Marketing Accountability, Customer Service, Leadership
Education
Oakwood University
Bachelor of Science (B.S.), Accounting and Business/Management
The University of Texas at Dallas
April Sandi's Morgan Stanley Dean Witter Experience 2000 - 2001
Job MSW Student at University of Maryland, School of Social Work
Industry Real Estate
Experience
University of Maryland, School of Social Work August 2012 - Present
April Sandi Makeup Artist January 1992 - Present
Way Station, Inc. July 2012 - August 2013
Clinique July 2002 - July 2012
Life Haven Homeless Shelter 2005 - 2007
Peoples United Bank March 2005 - September 2006
AT Tavella Insurance 2001 - 2005
Morgan Stanley Dean Witter 2000 - 2001
UBS 1999 - 2000
Skills
Facebook, Public Speaking, Non-profits, Customer Service, Event Planning, Community Outreach, Research, Fundraising, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Leadership
Education
University of Maryland Baltimore 2012 — 2016
Master of Social Work (M.S.W.), Social Work
The Ohio State University 1994 — 1997
BA, English
University of Maryland, Munich 1989 — 1991
Associates of Arts, Liberal Arts, World Literature
All Saints Catholic School
University of Maryland, School of Social Work August 2012 - Present
April Sandi Makeup Artist January 1992 - Present
Way Station, Inc. July 2012 - August 2013
Clinique July 2002 - July 2012
Life Haven Homeless Shelter 2005 - 2007
Peoples United Bank March 2005 - September 2006
AT Tavella Insurance 2001 - 2005
Morgan Stanley Dean Witter 2000 - 2001
UBS 1999 - 2000
Skills
Facebook, Public Speaking, Non-profits, Customer Service, Event Planning, Community Outreach, Research, Fundraising, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Marketing, Leadership
Education
University of Maryland Baltimore 2012 — 2016
Master of Social Work (M.S.W.), Social Work
The Ohio State University 1994 — 1997
BA, English
University of Maryland, Munich 1989 — 1991
Associates of Arts, Liberal Arts, World Literature
All Saints Catholic School
Brian Amato's Morgan Stanley Dean Witter Experience April 2000 - December 2001
Job Senior Investment Advisor at American Investment Advisors, LLC
Industry Financial Services
Experience
ARS Financial Services Senior Investment AdvisorAmerican Investment Advisors, LLCMarch 2012 - Present
Cadaret Grant January 2002 - Present
Morgan Stanley Dean Witter April 2000 - December 2001
Education
Stony Brook University 1996 — 2001
Business/Economics
ARS Financial Services Senior Investment AdvisorAmerican Investment Advisors, LLCMarch 2012 - Present
Cadaret Grant January 2002 - Present
Morgan Stanley Dean Witter April 2000 - December 2001
Education
Stony Brook University 1996 — 2001
Business/Economics
LAURA BRODY's Morgan Stanley Dean Witter Experience 1976 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
Experience Unlimited 2010 - 2010
Bank of New York Mellon 2004 - 2009
RCM 1987 - 2004
Morgan Stanley Dean Witter 1976 - 1986
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting & Finance
University of Southern California 1961 — 1965
BA, Economics
Experience Unlimited 2010 - 2010
Bank of New York Mellon 2004 - 2009
RCM 1987 - 2004
Morgan Stanley Dean Witter 1976 - 1986
Education
University of California, Berkeley, Haas School of Business 1975 — 1977
MBA, Accounting & Finance
University of Southern California 1961 — 1965
BA, Economics
Tara Isler's Morgan Stanley Dean Witter Experience July 1995 - September 1999
Job Assistant Vice President, HR Generalist at Ivy Asset Management
Industry Investment Management
Experience
Ivy Asset Management December 2002 - May 2010
Merrill Lynch September 1999 - November 2002
Morgan Stanley Dean Witter July 1995 - September 1999
Skills
Deferred Compensation, Management, Training, Recruiting, Human Resources, Asset Managment, Software Documentation, Performance Management, College Recruiting, Employee Benefits
Education
University at Albany, SUNY 1991 — 1995
BS, Finance and Management Information Systems
Ivy Asset Management December 2002 - May 2010
Merrill Lynch September 1999 - November 2002
Morgan Stanley Dean Witter July 1995 - September 1999
Skills
Deferred Compensation, Management, Training, Recruiting, Human Resources, Asset Managment, Software Documentation, Performance Management, College Recruiting, Employee Benefits
Education
University at Albany, SUNY 1991 — 1995
BS, Finance and Management Information Systems
Jason Esposito's Morgan Stanley Dean Witter Experience January 2001 - May 2001
Job Client Advisor at Thompson BMW
Industry Financial Services
Experience
Thompson BMW September 2014 - Present
Citi June 2011 - August 2014
Citi June 2011 - February 2012
Senior Bridge Family Companies, Inc. December 2010 - March 2011
Exclusive Charter Service, Inc. May 2010 - December 2010
UBS, AG December 2006 - March 2010
UBS, AG September 2006 - December 2006
UBS, AG September 2001 - September 2006
Morgan Stanley Dean Witter January 2001 - May 2001
ING-Barings June 2000 - September 2000
Skills
Forecasting, Risk Management, Wealth Management, Financial Reporting, Financial Analysis, Finance, Strategy, Business Analysis, Access, Corporate Finance, Investments, SAP, Analysis
Education
Towson University
B.S., Business Administration and Finance
Thompson BMW September 2014 - Present
Citi June 2011 - August 2014
Citi June 2011 - February 2012
Senior Bridge Family Companies, Inc. December 2010 - March 2011
Exclusive Charter Service, Inc. May 2010 - December 2010
UBS, AG December 2006 - March 2010
UBS, AG September 2006 - December 2006
UBS, AG September 2001 - September 2006
Morgan Stanley Dean Witter January 2001 - May 2001
ING-Barings June 2000 - September 2000
Skills
Forecasting, Risk Management, Wealth Management, Financial Reporting, Financial Analysis, Finance, Strategy, Business Analysis, Access, Corporate Finance, Investments, SAP, Analysis
Education
Towson University
B.S., Business Administration and Finance
Robert Salerno's Morgan Stanley Dean Witter Experience September 1998 - October 1999
Job Contractor Project Manager UBS
Industry Computer Networking
Experience
..... March 2012 - Present
JPMChase January 2003 - May 2010
JPMorgan Chase January 2000 - May 2010
JPMChase January 2000 - March 2006
JPMorgan Chase January 2000 - January 2006
MORGAN STANLEY DEAN WITTER September 1998 - October 1999
Morgan Stanley Dean Witter 1994 - 1999
Leading Edge Communications September 1995 - September 1998
Skills
Integration, Application Development, Deployment, Vendor Management, Business Analysis, SDLC, SharePoint, PMO, Disaster Recovery, System Deployment, Management, Information Technology, Troubleshooting, Project Management, Quality Assurance, Service Delivery, MS Project, Budgets, Technical Support, IT Management, Infrastructure, IT Strategy, Citrix, ITIL, Project Delivery, Project Portfolio..., Software Development, Enterprise Architecture, IT Service Management, Security, PMP, Visio, Data Center, Process Improvement
Education
The College of Westchester
..... March 2012 - Present
JPMChase January 2003 - May 2010
JPMorgan Chase January 2000 - May 2010
JPMChase January 2000 - March 2006
JPMorgan Chase January 2000 - January 2006
MORGAN STANLEY DEAN WITTER September 1998 - October 1999
Morgan Stanley Dean Witter 1994 - 1999
Leading Edge Communications September 1995 - September 1998
Skills
Integration, Application Development, Deployment, Vendor Management, Business Analysis, SDLC, SharePoint, PMO, Disaster Recovery, System Deployment, Management, Information Technology, Troubleshooting, Project Management, Quality Assurance, Service Delivery, MS Project, Budgets, Technical Support, IT Management, Infrastructure, IT Strategy, Citrix, ITIL, Project Delivery, Project Portfolio..., Software Development, Enterprise Architecture, IT Service Management, Security, PMP, Visio, Data Center, Process Improvement
Education
The College of Westchester
Jason Curtin's Morgan Stanley Dean Witter Experience February 2005 - July 2005
Job Attorney at Krokidas & Bluestein LLP
Industry Law Practice
Experience
Krokidas & Bluestein LLP November 2014 - Present
Robinson & Cole LLP November 2009 - November 2014
Morgan Stanley Dean Witter February 2005 - July 2005
Education
University of Virginia School of Law 2006 — 2009
JD, Law & Business Program
University of Illinois at Urbana-Champaign 2002 — 2006
BA, English Honors with Distinction
New Trier
Krokidas & Bluestein LLP November 2014 - Present
Robinson & Cole LLP November 2009 - November 2014
Morgan Stanley Dean Witter February 2005 - July 2005
Education
University of Virginia School of Law 2006 — 2009
JD, Law & Business Program
University of Illinois at Urbana-Champaign 2002 — 2006
BA, English Honors with Distinction
New Trier
Catherine Perper Rogers's Morgan Stanley Dean Witter Experience March 1999 - February 2001
Job Senior Account Manager, Furniture
Industry Wholesale
Experience
OM Workspace/Officemax Workplace Interiorss/Office Depot November 2012 - Present
SLM Contract Furniture July 2010 - June 2012
Southwest School and Office Supply October 2006 - October 2009
Century 21 August 2003 - September 2006
Independent Business Suppliers March 2001 - October 2003
Morgan Stanley Dean Witter March 1999 - February 2001
Office Depot BSD 1994 - 1999
BKM Total Office March 1987 - June 1994
Skills
Sales, Business Development, Marketing, Project Management, Furniture, Strategic Alliances, Space-planning, Furniture Specifications, Office Furniture Sales, Giza
Education
Interior Design Internship 1981 — 1983
Bachelors, Interior Design
University of Colorado at Boulder
OM Workspace/Officemax Workplace Interiorss/Office Depot November 2012 - Present
SLM Contract Furniture July 2010 - June 2012
Southwest School and Office Supply October 2006 - October 2009
Century 21 August 2003 - September 2006
Independent Business Suppliers March 2001 - October 2003
Morgan Stanley Dean Witter March 1999 - February 2001
Office Depot BSD 1994 - 1999
BKM Total Office March 1987 - June 1994
Skills
Sales, Business Development, Marketing, Project Management, Furniture, Strategic Alliances, Space-planning, Furniture Specifications, Office Furniture Sales, Giza
Education
Interior Design Internship 1981 — 1983
Bachelors, Interior Design
University of Colorado at Boulder
Eric Lowell, CFP ®'s Morgan Stanley Dean Witter Experience August 1999 - July 2001
Job Regional Vice President at Montage Investments
Industry Investment Management
Experience
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Montage Investments October 2013 - Present
State Farm January 2011 - August 2013
State Farm April 2009 - May 2010
Phoenix Life Insurance Company November 2006 - March 2009
Commerce Brokerage Services, Inc July 2001 - November 2006
Commerce Bank 2001 - 2006
Morgan Stanley Dean Witter August 1999 - July 2001
Education
University of Kansas 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Zaino's Morgan Stanley Dean Witter Experience November 1999 - March 2001
Job Chase Private Client
Industry Financial Services
Experience
J.P Morgan Chase Bank August 2011 - Present
Marcum & Kliegman, LLP February 2008 - February 2009
Morgan Stanley Dean Witter November 1999 - March 2001
Skills
Financial Analysis, Financial Modeling
Education
University at Buffalo 1993 — 1996
State University of New York College at Old Westbury
Bachelor of Science, Accounting
J.P Morgan Chase Bank August 2011 - Present
Marcum & Kliegman, LLP February 2008 - February 2009
Morgan Stanley Dean Witter November 1999 - March 2001
Skills
Financial Analysis, Financial Modeling
Education
University at Buffalo 1993 — 1996
State University of New York College at Old Westbury
Bachelor of Science, Accounting
Douglas R. Stewart's Morgan Stanley Dean Witter Experience 1992 - 2002
Job Aircraft Dispatcher at Pacific Aviation
Industry Aviation & Aerospace
Experience
Pacific Aviation April 2014 - Present
Pratt & Whitney Rocketdyne 2007 - 2013
Boeing 2006 - 2007
Boeing 2005 - 2006
Boeing 2002 - 2005
Morgan Stanley Dean Witter 1992 - 2002
The Jet Center/Western Commander 1988 - 1991
Skills
Aircraft, Security Clearance, Engineering, Testing, Manufacturing, Troubleshooting, Analysis, Proposal Writing, Security, Defense, Training, Inspection, Logistics, Aerospace, Air Force, Space Systems, Earned Value Management, Systems Engineering, Operations Management, Process Improvement
Education
The George Washington University 1985 — 1988
B.A, Geography
University of California
Bachelor's degree in Geography, Air Force ROTC, Air Science and Operations
Pacific Aviation April 2014 - Present
Pratt & Whitney Rocketdyne 2007 - 2013
Boeing 2006 - 2007
Boeing 2005 - 2006
Boeing 2002 - 2005
Morgan Stanley Dean Witter 1992 - 2002
The Jet Center/Western Commander 1988 - 1991
Skills
Aircraft, Security Clearance, Engineering, Testing, Manufacturing, Troubleshooting, Analysis, Proposal Writing, Security, Defense, Training, Inspection, Logistics, Aerospace, Air Force, Space Systems, Earned Value Management, Systems Engineering, Operations Management, Process Improvement
Education
The George Washington University 1985 — 1988
B.A, Geography
University of California
Bachelor's degree in Geography, Air Force ROTC, Air Science and Operations
Stacy Rock's Morgan Stanley Dean Witter Experience December 2001 - January 2007
Job Executive Assistant at CenterLight Healthcare
Industry Financial Services
Experience
CenterLight Heathcare December 2013 - Present
American Civil Liberties Union (ACLU) September 2013 - December 2013
Lynn Cahill LLP (temporary assignment) August 2012 - February 2013
American Skin Association May 2008 - February 2012
Morgan Stanley Dean Witter December 2001 - January 2007
Morgan Stanley August 1998 - November 2001
Skills
Time Management, Sales, Investments, Outlook, Customer Satisfaction, Leadership, Social Networking
Education
College of New Rochelle 2006 — 2010
BA, Psychology GPA 3.5
CenterLight Heathcare December 2013 - Present
American Civil Liberties Union (ACLU) September 2013 - December 2013
Lynn Cahill LLP (temporary assignment) August 2012 - February 2013
American Skin Association May 2008 - February 2012
Morgan Stanley Dean Witter December 2001 - January 2007
Morgan Stanley August 1998 - November 2001
Skills
Time Management, Sales, Investments, Outlook, Customer Satisfaction, Leadership, Social Networking
Education
College of New Rochelle 2006 — 2010
BA, Psychology GPA 3.5
Dwayne Sorobey's Morgan Stanley Dean Witter Experience 1992 - 1995
Job President at Blue Fish Capital Ventures
Industry Financial Services
Experience
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
Blue Fish Capital Ventures August 2010 - Present
casimir capital 2013 - 2014
Canaccord Genuity Inc. 1995 - 2001
Morgan Stanley Dean Witter 1992 - 1995
Skills
Investor Relations, Corporate Finance, Corporate Development, Investments, Investment Banking, Venture Capital, Private Equity, Mergers, Financial Modeling
Education
University of Alberta 1982 — 1987
BA, Economics
University of California, Los Angeles
Graduate Studies, International Business and Finance
ron gillum's Morgan Stanley Dean Witter Experience 1999 - 2000
Job Crude Assay Manager at SGS North America
Industry Oil & Energy
Experience
SGS North America June 2001 - Present
SGS 2000 - Present
Morgan Stanley Dean Witter 1999 - 2000
Farmers Insurance & Financial Services 1999 - 2000
Saybolt, Inc. 1990 - 2000
Ron's Car Washes 1979 - 1987
Atlantic Richfield June 1968 - October 1979
Skills
Mass Spectrometry, Gas Chromatography, Distillation, Petroleum, Petrochemical, Analytical Chemistry, Inspection, Chemistry, Gas, LIMS, Energy, Oil/Gas, Wet Chemistry, UV/Vis, Fuel, GC-FID, GC-MS, Oil & Gas, Procurement, Laboratory, Supervisory Skills
Education
Texas State University-San Marcos 1963 — 1967
Chemistry/Mathematics, Organic Chemistry
Robert E. Lee High School, Baytown, Texas 1958 — 1960
SGS North America June 2001 - Present
SGS 2000 - Present
Morgan Stanley Dean Witter 1999 - 2000
Farmers Insurance & Financial Services 1999 - 2000
Saybolt, Inc. 1990 - 2000
Ron's Car Washes 1979 - 1987
Atlantic Richfield June 1968 - October 1979
Skills
Mass Spectrometry, Gas Chromatography, Distillation, Petroleum, Petrochemical, Analytical Chemistry, Inspection, Chemistry, Gas, LIMS, Energy, Oil/Gas, Wet Chemistry, UV/Vis, Fuel, GC-FID, GC-MS, Oil & Gas, Procurement, Laboratory, Supervisory Skills
Education
Texas State University-San Marcos 1963 — 1967
Chemistry/Mathematics, Organic Chemistry
Robert E. Lee High School, Baytown, Texas 1958 — 1960
Keith Ashby's Morgan Stanley Dean Witter Experience June 1998 - December 1998
Job Director of Finance at ICAP, Columbia University
Industry Higher Education
Experience
ABC First, LLC September 2013 - Present
ICAP, Columbia University July 2011 - September 2013
Columbia University February 2010 - July 2011
Columbia University January 2008 - February 2010
Columbia University--ICAP July 2007 - January 2008
JP Morgan-Private Bank September 2006 - June 2007
JPMorgan Chase July 2004 - September 2006
Deutsche Bank October 2000 - December 2003
Deutsche Bank January 1999 - October 2000
MORGAN STANLEY, DEAN WITTER June 1998 - December 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Grants, Non-profits, Budgets, Managerial Finance, Strategic Financial..., Auditing, Data Analysis, Analysis, Financial Modeling, Research, Program Management, Finance, Microsoft Excel, Financial Accounting, Process Improvement, QuickBooks, Microsoft Office, Nonprofits, Federal Grants..., Policy, Management, Internal Controls, Human Resources
Education
Syracuse University 1993 — 1997
Bachelor of Science, Accounting
ABC First, LLC September 2013 - Present
ICAP, Columbia University July 2011 - September 2013
Columbia University February 2010 - July 2011
Columbia University January 2008 - February 2010
Columbia University--ICAP July 2007 - January 2008
JP Morgan-Private Bank September 2006 - June 2007
JPMorgan Chase July 2004 - September 2006
Deutsche Bank October 2000 - December 2003
Deutsche Bank January 1999 - October 2000
MORGAN STANLEY, DEAN WITTER June 1998 - December 1998
Skills
Financial Reporting, Financial Analysis, Accounting, Grants, Non-profits, Budgets, Managerial Finance, Strategic Financial..., Auditing, Data Analysis, Analysis, Financial Modeling, Research, Program Management, Finance, Microsoft Excel, Financial Accounting, Process Improvement, QuickBooks, Microsoft Office, Nonprofits, Federal Grants..., Policy, Management, Internal Controls, Human Resources
Education
Syracuse University 1993 — 1997
Bachelor of Science, Accounting
Jeb Braeutigam's Morgan Stanley Dean Witter Experience October 1996 - April 2000
Job Regional Director
Industry Financial Services
Experience
Davis Advisors May 2003 - April 2011
Davis Advisors April 2003 - April 2003
Davis Advisors January 2002 - April 2003
Davis Advisors April 2000 - December 2001
Morgan Stanley Dean Witter October 1996 - April 2000
Education
University of Arizona
Bachelor of Science, Business and Public Administration, Finance Major
Davis Advisors May 2003 - April 2011
Davis Advisors April 2003 - April 2003
Davis Advisors January 2002 - April 2003
Davis Advisors April 2000 - December 2001
Morgan Stanley Dean Witter October 1996 - April 2000
Education
University of Arizona
Bachelor of Science, Business and Public Administration, Finance Major
Scott Bowhay, CIMA's Morgan Stanley Dean Witter Experience 1991 - 2010
Job Managing Principal at Bowhay Investments LLC
Industry Financial Services
Experience
Bowhay Investments LLC 2010 - Present
Hacienda Foundation of Moraga 2008 - 2015
Morgan Stanley Dean Witter 1991 - 2010
Education
UCLA
B.S., Communications
Bowhay Investments LLC 2010 - Present
Hacienda Foundation of Moraga 2008 - 2015
Morgan Stanley Dean Witter 1991 - 2010
Education
UCLA
B.S., Communications
Meher Downing's Morgan Stanley Dean Witter Experience May 1998 - January 2000
Job Bloomberg BVAL Fixed Income Valuation Service Team Lead
Industry Financial Services
Experience
Bloomberg June 2006 - Present
Morgan Stanley Dean Witter May 1998 - January 2000
Morgan Stanley Dean Witter January 1996 - May 1998
Morgan Stanley Dean Witter September 1994 - January 1996
Dean Witter January 1991 - September 1994
Dean Witter March 1989 - January 1991
Skills
Capital Markets, Options, Financial Services, Exchange Connectivity, Fixed Income, Trading, Trading Systems, Series 7, Series 63, Electronic Trading..., Business, Microsoft Excel, Microsoft Word
Education
The University of Connecticut School of Business 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1984 — 1986
Business Administration and Management, General
Bloomberg June 2006 - Present
Morgan Stanley Dean Witter May 1998 - January 2000
Morgan Stanley Dean Witter January 1996 - May 1998
Morgan Stanley Dean Witter September 1994 - January 1996
Dean Witter January 1991 - September 1994
Dean Witter March 1989 - January 1991
Skills
Capital Markets, Options, Financial Services, Exchange Connectivity, Fixed Income, Trading, Trading Systems, Series 7, Series 63, Electronic Trading..., Business, Microsoft Excel, Microsoft Word
Education
The University of Connecticut School of Business 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1984 — 1986
Business Administration and Management, General
Jeffrey Mekulski's Morgan Stanley Dean Witter Experience May 2000 - April 2001
Job Sr. Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
Morgan Stanley Smith Barney January 2004 - January 2006
Morgan Stanley Smith Barney January 2002 - January 2004
PFPC January 2001 - January 2002
Morgan Stanley Dean Witter May 2000 - April 2001
Skills
Over 12 years..., General Securities..., Proficient in FACTSET,..., Investments, Equities, Asset Allocation, Mutual Funds, Financial Analysis, Finance, Due Diligence, Analysis, Financial Advisory, Management, Asset Management, Strategy, Securities, Series 7, Investment Strategies, Wealth Management, Capital Markets
Education
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration; Finance
Morgan Stanley Smith Barney January 2006 - Present
Morgan Stanley Smith Barney January 2004 - January 2006
Morgan Stanley Smith Barney January 2002 - January 2004
PFPC January 2001 - January 2002
Morgan Stanley Dean Witter May 2000 - April 2001
Skills
Over 12 years..., General Securities..., Proficient in FACTSET,..., Investments, Equities, Asset Allocation, Mutual Funds, Financial Analysis, Finance, Due Diligence, Analysis, Financial Advisory, Management, Asset Management, Strategy, Securities, Series 7, Investment Strategies, Wealth Management, Capital Markets
Education
University of Delaware 1998 — 2000
Bachelor of Science, Business Administration; Finance
Walker Scott's Morgan Stanley Dean Witter Experience February 1999 - January 2000
Job SVP Sr. Private Banker at City National Bank
Industry Banking
Experience
City National Bank September 2011 - Present
Wells Fargo Private Bank/Wachovia Wealth Management May 2003 - September 2011
Citibank February 2001 - April 2003
Seaboard Securities/Gilford Securities February 2000 - January 2001
Morgan Stanley Dean Witter February 1999 - January 2000
Education
Towson University
Bachelor's Degree
City National Bank September 2011 - Present
Wells Fargo Private Bank/Wachovia Wealth Management May 2003 - September 2011
Citibank February 2001 - April 2003
Seaboard Securities/Gilford Securities February 2000 - January 2001
Morgan Stanley Dean Witter February 1999 - January 2000
Education
Towson University
Bachelor's Degree
Jerry Tiarsmith, CPIM's Morgan Stanley Dean Witter Experience July 1986 - September 1997
Job VP Operations at Manufacturing Practices, Inc. | Production & Inventory Mgmt | ERP Systems | Veterans Advocate
Industry Management Consulting
Experience
Manufacturing Practices, Inc May 2014 - Present
1052 Consulting Group, L.L.C. April 2014 - Present
Georgia Perimeter College January 2005 - September 2012
University of Alabama at Birmingham January 2001 - December 2004
Prudential Investments October 1997 - December 2001
Morgan Stanley Dean Witter July 1986 - September 1997
United States Army October 1982 - September 1986
U.S Navy April 1974 - September 1982
Skills
Navy, Training, Logistics, Public Speaking, Human Resources, Higher Education, Community Outreach, Teaching, Nonprofits, Volunteer Management, Strategic Planning, Student Development, PowerPoint, Leadership Development, Editing, Team Building, Media Relations, Strategic Communications, Marketing, Sales, Project Planning, Research, Customer Service, Public Relations, Copywriting, Military, Recruiting, Social Media, Organizational..., Technical Writing, Program Development, Operations Management, Grant Writing, Fundraising, Leadership, Counterterrorism, Security Clearance, Command, Security, Six Sigma, Army, History, Volunteering, Management
Education
University of Alabama at Birmingham 2000 — 2002
Master of Arts (M.A.), History
US Air Force Special Operations School
Foreign Internal Defense
US Air Force Special Operations School
Unconventional Warfare Course
Naval Technical Training Command
Amphibious Warfare Planning
Naval Technical Training Command
Political Warfare Studies
Southampton College of L.I.U. 1972 — 1974
Bachelor of Science (B.S.), Biology
Manufacturing Practices, Inc May 2014 - Present
1052 Consulting Group, L.L.C. April 2014 - Present
Georgia Perimeter College January 2005 - September 2012
University of Alabama at Birmingham January 2001 - December 2004
Prudential Investments October 1997 - December 2001
Morgan Stanley Dean Witter July 1986 - September 1997
United States Army October 1982 - September 1986
U.S Navy April 1974 - September 1982
Skills
Navy, Training, Logistics, Public Speaking, Human Resources, Higher Education, Community Outreach, Teaching, Nonprofits, Volunteer Management, Strategic Planning, Student Development, PowerPoint, Leadership Development, Editing, Team Building, Media Relations, Strategic Communications, Marketing, Sales, Project Planning, Research, Customer Service, Public Relations, Copywriting, Military, Recruiting, Social Media, Organizational..., Technical Writing, Program Development, Operations Management, Grant Writing, Fundraising, Leadership, Counterterrorism, Security Clearance, Command, Security, Six Sigma, Army, History, Volunteering, Management
Education
University of Alabama at Birmingham 2000 — 2002
Master of Arts (M.A.), History
US Air Force Special Operations School
Foreign Internal Defense
US Air Force Special Operations School
Unconventional Warfare Course
Naval Technical Training Command
Amphibious Warfare Planning
Naval Technical Training Command
Political Warfare Studies
Southampton College of L.I.U. 1972 — 1974
Bachelor of Science (B.S.), Biology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS