Nathan & Lewis Securities
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Nathan & Lewis Securities Employees
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
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
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
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 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
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
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
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
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
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
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
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
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
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
American Portfolios October 2003 - Present
Nathan & Lewis Securities March 1997 - September 2003
Education
State University of New York College at Geneseo 1984 — 1988
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 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
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