Nathan & Lewis Securities

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Nathan & Lewis Securities Employees

Employee
Years
Job
Industry
David J Nigro David J Nigro Greater New York City Area Details
David J Nigro's Nathan & Lewis Securities Experience 1996 - 2002
Job Business Analyst
Industry Financial Services
Experience
Guardian Life  2014 - 2014
DANSYS Global Resources   2013 - 2014
MetLife  2002 - 2013
Nathan & Lewis Securities   1996 - 2002

Skills
SDLC, Process Improvement, Functional..., Business Analysis, Systems Analysis, WebSphere Portal, Visio, Business Intelligence, Software Project..., User Interface Design, Prototype, Software Development, Vendor Management, Testing, Requirements Gathering, Leadership, Insurance, Business Requirements, Change Management, Program Management, Project Planning, Management, Requirements Analysis, Business Process..., User Acceptance Testing, PMP, Project Portfolio...

Education
Massachusetts College of Pharmacy and Health Sciences   1982 — 1987
BSP, Pharmacy

George B. Chapman, III George B. Chapman, III Twinsburg, Ohio Details
George B. Chapman, III's Nathan & Lewis Securities Experience January 1999 - September 2002
Job Independent Registered Investment Advisor
Industry Financial Services
Experience
Chapman & Chapman Advisors   August 2002 - Present
ValMark Securities  October 2002 - December 2005
Chapman & Chapman, Inc.   November 1982 - June 2003
Nathan & Lewis Securities   January 1999 - September 2002
Aetna  October 1993 - January 1999
Arthur Anderson & Co  September 1970 - September 1982

Education
Case Western Reserve University   1974 — 1976
Doctor of Law (JD), Law

University of Michigan   1968 — 1970
MBA, Finance

University of Virginia   1964 — 1968
BSC, Accounting

Chuck Sellers Chuck Sellers Roanoke, Virginia Details
Chuck Sellers's Nathan & Lewis Securities Experience January 2001 - January 2003
Job Investment Executive at Davenport & Company LLC
Industry Investment Management
Experience
Davenport & Company LLC  January 2003 - Present
Nathan & Lewis Securities   January 2001 - January 2003
New England Securites   January 1987 - January 2001

Skills
Series 7, Series 63, Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, IRAs, 401k, Finance, Strategic Financial..., Asset Allocation, Investments, Sales

Education
University of Richmond   1975 — 1979
Bachelor of Science (BS), Biology, General

The American College
Chartered Financial Consultant (ChFC)

Patrick Henry High School   1973 — 1975

Benjamin Chuckrow Benjamin Chuckrow Saratoga Springs, New York Details
Benjamin Chuckrow's Nathan & Lewis Securities Experience February 1984 - May 1987
Job Wells Fargo Advisors, LLC,Senior Vice President, Branch Manager, Saratoga Springs, NY
Industry Financial Services
Experience
Wells Fargo Advisors  January 2001 - Present
Morgan Stanley  August 1997 - January 2001
Paine Webber  July 1994 - August 1997
Oppenheimer & Co.   May 1987 - July 1994
Nathan & Lewis Securities   February 1984 - May 1987
Dreyfus  December 1983 - February 1985

Skills
Investments, Securities, Mutual Funds, Asset Allocation, Alternative Investments, Financial Advisory, Equities, Finance, Capital Markets, Hedge Funds, Private Equity, Derivatives, 401k, Options, High Net Worth..., Retirement Planning, Equity Trading, Insurance, Investment Strategies, Wealth Management..., Mergers, Venture Capital, Financial Services, Corporate Finance, estate planning services

Education
Syracuse University - Martin J. Whitman School of Management   1978 — 1982
BS, Marketing, Law & Public Policy, Economics

Niskayuna

Debbie Leaman Debbie Leaman Greater Salt Lake City Area Details
Debbie Leaman's Nathan & Lewis Securities Experience November 1983 - November 1993
Job Writer | Developmental Editor | Author | Marketing Content
Industry Writing and Editing
Experience
Debbie Leaman   December 2004 - Present
Financial Network Investment Corporation, Member SIPC  April 1999 - July 2004
MassMutual Financial Group  March 1998 - April 1999
Wood-Logan Associates  June 1995 - May 1996
Nathan & Lewis Securities   November 1983 - November 1993
MFS Investment Management  April 1981 - October 1983

Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management

Education
Tufts University   1976 — 1980
B.A., liberal arts, magna cum laude

Harold Lustig Harold Lustig San Francisco Bay Area Details
Harold Lustig's Nathan & Lewis Securities Experience January 1982 - January 1991
Job Protect your assets from the next crash. Retire with Peace of mind. Harold@haroldlustig.com.4154721290
Industry Financial Services
Experience
Lustig Financial Services, LLC   July 2010 - Present
Estate & Elder Planning Associates   January 2008 - Present
Workman Securities Corp   January 2006 - June 2010
Mutli-Financial Securities Corp   January 1998 - January 2002
American Express Financial Advisors  January 1991 - January 1998
Nathan & Lewis Securities   January 1982 - January 1991
The Harold L. Lustig Corporation, New York, NY   January 1982 - January 1991
Phelps Dodge Corporation  January 1972 - January 1976
Comsat Satellite Corporation   January 1969 - January 1972

Skills
Long Term Care, Estate Planning, Retirement Planning, Naionaslly Recognized..., Safe Money Investments, Life Insurance Planning, Insurance, Life Insurance, Wealth

Education
Drexel University - College of Business and Administration   1966 — 1968
MBA, Business Administration/Managment

Drexel University - College of Business and Administration   1962 — 1966
B.S., Accounting

Brad Masek, CFP® Brad Masek, CFP® Overland Park, Kansas Details
Brad Masek, CFP®'s Nathan & Lewis Securities Experience November 1995 - December 2004
Job Financial Services Representative & Investment Advisory Representative at MetLife Premier Client Group of the Midwest
Industry Financial Services
Experience
MetLife Premier Client Group of the Midwest, an office of MetLife   March 2015 - Present
U.S. Bancorp Investments, Inc   January 2011 - February 2015
FCB Financial   January 2005 - December 2010
Nathan & Lewis Securities   November 1995 - December 2004

Skills
Personal Financial..., Retirement Planning, Wealth Management, Financial Analysis, Investments, Life Insurance, Disability Insurance

Education
University of Nebraska-Lincoln   1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services

Ken Ballin Ken Ballin Greater New York City Area Details
Ken Ballin's Nathan & Lewis Securities Experience 1998 - 2004
Job Wealth Advisor
Industry Insurance
Experience
RLP Wealth Advisors, LLC   October 2013 - Present
owR Opinion   2012 - 2013
Gerstien Fisher   October 2011 - August 2012
Gerstein Fisher  2011 - 2012
Strategies for Wealth  2010 - October 2011
Acorn Financial Services  August 2006 - October 2010
Enterprise General Agency of Met Life   2004 - 2006
Nathan & Lewis Securities   1998 - 2004
Nathan & Lewis   1998 - 2002
The Guardian Life Insurance Company of America  1988 - 1991

Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers

Education
University at Buffalo   1974 — 1980
Masters Degree, Linguistics

Jamaica High School   1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General

Adelphi CFP Class

PS 102 Queens

Melissa Dolber Grappone Melissa Dolber Grappone Holbrook, New York Details
Melissa Dolber Grappone's Nathan & Lewis Securities Experience June 1996 - September 2001
Job Vice President of Corporate Communications at American Portfolios
Industry Financial Services
Experience
American Portfolios  October 2004 - Present
American Portfolios Financial Services, Inc.   September 2001 - July 2004
Nathan & Lewis Securities   June 1996 - September 2001
MFI Investments   May 1993 - June 1996
First Data Corporation  May 1988 - May 1993
Dean Witter Reynolds  February 1986 - May 1988

Skills
Mutual Funds, Press Releases, Investments, Social Media, Social Media Marketing, Financial Communications, Blogging, Editing, Public Relations, Creative Writing, Report Writing, News Writing, Project Planning, Managerial, Customer Service, Marketing, Online Marketing, Corporate Communications, SEO, Social Networking, Strategic Planning, Management

Education
Hofstra University   1983 — 1986
MBA, Marketing

University of South Carolina-Columbia   1978 — 1982
Bachelor's Degree, Journalism

Michael Guang Bai Michael Guang Bai Greater New York City Area Details
Michael Guang Bai's Nathan & Lewis Securities Experience 1999 - 2003
Job Lead Enterprise Infrastructure Engineer at MetLife
Industry Insurance
Experience
MetLife  2011 - August 2015
MetLife  2007 - 2010
MetLife  2003 - 2006
Nathan & Lewis Securities   1999 - 2003
Industrial Bank of Japan  1998 - 1999
IMI System Inc   1997 - 1997

Skills
Unix, Virtualization, IBM Power, IBM AIX, Solaris, Linux, IT Operations, HACMP, Data Center, SAN, Networking, Problem Solving, Technical Writing, Automation, Backup & Recovery..., HP-UX, Oracle Database, VMware, Requirements Analysis, Operational Risk..., Team Leadership, Project Rollouts, Software Implementation, Cloud Computing, Technical Support, System Administration

Education
City University of New York
Doctor of Philosophy (Ph.D.), Physics

Peking University
Bachelor’s Degree, Physics

Queens College
Master’s Degree, Computer Science

Mark T. Bryant, CFP® AIF® Mark T. Bryant, CFP® AIF® Slingerlands, New York Details
Mark T. Bryant, CFP® AIF®'s Nathan & Lewis Securities Experience March 1984 - April 2003
Job BRYANT ASSET MANAGEMENT Wealth Management & Financial Services
Industry Financial Services
Experience
Bryant Asset Management   April 2003 - Present
Nathan & Lewis Securities   March 1984 - April 2003

Skills
Investments, Asset Management, Securities, Insurance, Financial Advisory, Finance, Small Business, Financial Planners, Employee Benefits, FINRA, Retirement Planning, Strategic Planning, Series 7

Education
Bryant University
BS in Business Administration, Business & Finance

Frank DiCicco Frank DiCicco Scottsdale, Arizona Details
Frank DiCicco's Nathan & Lewis Securities Experience January 1995 - January 1997
Job Recruiting Consultant at Turning Point, Inc.
Industry Financial Services
Experience
Turning Point, Inc.   January 2010 - Present
GunnAllen Financial  October 2007 - October 2008
First Allied Securities  February 2002 - October 2007
Scottsdale Community College  2000 - 2005
Scottsdale Community College  2000 - 2005
UNITED PLANNER'S FINANCIAL SERVICES  January 1999 - January 2002
Nathan & Lewis Securities   January 1995 - January 1997
PIONEER FUNDS, INC   January 1992 - January 1994
Thomson McKinnon Securities and Prudential Securities   January 1983 - January 1990

Education
Scottsdale Community College   2000 — 2007
Equine Science

New York University
Education

Studies
Certificate of Completion, Education; Equine Science

Charles Gonzalez Charles Gonzalez Greater New York City Area Details
Charles Gonzalez's Nathan & Lewis Securities Experience July 1996 - February 1998
Job Manager Government Sponsored Programs at EmblemHealth
Industry Hospital & Health Care
Experience
EmblemHealth  August 2013 - Present
EmblemHealth  August 2012 - August 2013
Morgan Stanley  February 1998 - December 2011
Nathan & Lewis Securities   July 1996 - February 1998
Josephthal, Lyon & Ross Inc.   October 1995 - April 1996
EF Hutton / Shearson Lehman Brothers / Smith Barnery   March 1987 - October 1995

Skills
World-Class customer..., Troubleshooting /..., Customer / Employee..., Reports & Documentation, Complaint Resolutions, Technical Support, Full Charge Bookkeeping, Problem Solving, Corporate Actions, Fixed Income, Financial Risk, Bloomberg, Reports, Customer Satisfaction, Program Management, Customer Service, Business Analysis, Financial Analysis, Hedge Funds, Equities, Bookkeeping, Access, Microsoft Excel, Banking, PowerPoint, Securities, Investment Banking, Credit, Mutual Funds, Risk Management, Derivatives, Bonds, Asset Management, FX Options, Capital Markets

Education
Cornell University

Felix Shafir Felix Shafir Greater New York City Area Details
Felix Shafir's Nathan & Lewis Securities Experience 2000 - June 2003
Job Sr. Messaging Engineer at MetLife
Industry Insurance
Experience
MetLife  June 2003 - Present
Nathan & Lewis Securities   2000 - June 2003
Communication Partners Group LLC (formerly Impact Group)   April 1998 - March 2000
Paradigm Software Technologies  1997 - 1998

Skills
EMF, Messaging, System Administration, Blackberry, Security, Active Directory, Integration

Education
City University of New York-Hunter College   1993 — 1996
BS, Computer Engineering (Magna Cum Laude)

Odessa State Academy of Refrigeration   1991 — 1992
BS

Andrew Corrigan Andrew Corrigan Greater New York City Area Details
Andrew Corrigan's Nathan & Lewis Securities Experience March 1997 - September 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Portfolios  October 2003 - Present
Nathan & Lewis Securities   March 1997 - September 2003

Education
State University of New York College at Geneseo   1984 — 1988

Eugene Gertskis Eugene Gertskis Greater New York City Area Details
Eugene Gertskis's Nathan & Lewis Securities Experience 1997 - 2001
Job Owner at BestPriceVaca Travel
Industry Leisure, Travel & Tourism
Experience
BestPriceVaca Travel   March 2012 - Present
Mission Settlement Agency   July 2009 - March 2012
MetLife (Task Management)   March 2009 - July 2009
Alpha Funding Group   September 2005 - March 2009
The New York Mortgage Company  2001 - 2005
Nathan & Lewis Securities   1997 - 2001

Skills
Mortgage Lending, Loans, Customer Service, Credit, Microsoft Excel, Microsoft Office, Banking, Financial Analysis, Microsoft Word, PowerPoint, Real Estate, Due Diligence, New Business Development, Finance, Risk Management

Education
City University of New York-Baruch College   1996 — 2001
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance

Sherwood Larkin Sherwood Larkin Greater New York City Area Details
Sherwood Larkin's Nathan & Lewis Securities Experience January 2000 - December 2002
Job at Sherwood P. Larkin, CPA
Industry Financial Services
Experience
Sherwood P. Larkin, CPA   January 2003 - Present
Nathan & Lewis Securities   January 2000 - December 2002
Josephthal & Co.   January 1994 - May 1998

Education
Temple University - Fox School of Business and Management   1972 — 1973
MBA, Finance

monique seabrooks monique seabrooks Greater New York City Area Details
monique seabrooks's Nathan & Lewis Securities Experience 1987 - 1989
Job employee at nys
Industry Law Enforcement
Experience
NYS  October 1995 - Present
nathan & lewis securities   1987 - 1989

Skills
Criminal Investigations, Patrol, Interrogation, Public Safety, Surveillance, Physical Security, Emergency Management, Crime Prevention, Investigation, Security Management

Education
St. Thomas Aquinas College
criminal justice