National Discount Brokers
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National Discount Brokers Employees
Morgan Stanley May 2011 - November 2012
BlackRock Financial October 2005 - January 2011
KRAFT Foods January 2005 - April 2005
E*TRADE September 1998 - January 2004
Merrill Lynch January 1998 - September 1998
SIMCHA Multimedia Productions September 1991 - August 1998
National Discount Brokers September 1995 - December 1997
Brown Brother's Harriman & Co. December 1992 - September 1995
RMC Research January 1991 - June 1992
Crum & Forster September 1985 - June 1988
Skills
Business Analysis, CRM, Cisco Technologies, Cloud Computing, Data Center, Digital Media, IP, IT Strategy, ITIL, Integration, Management, Networking, Product Management, Program Management, Project Management, Project Planning, Requirements Analysis, SDLC, Telephony, Vendor Management, Video, Video Conferencing, Streaming Media
Education
Stanford University 2002 — 2003
Industrial Psychology
University of Maryland College Park 1984 — 1985
Computer Science
Millburn H.S., Millburn, NJ 1979 — 1982
HS Diploma
Other
Clark County School District August 2006 - August 2012
Edgecombe County Public Schools March 2006 - June 2006
Grayson Financial June 2001 - October 2001
National Discount Brokers January 1999 - April 2001
Cantor Fitzgerald August 1993 - December 1995
Skills
Teaching, Staff Development, Research, Nonprofits, Training, Leadership, Data Analysis, Coaching, Public Speaking, PowerPoint, Microsoft Office, Team Building, Customer Service, Financial Analysis, Accounting, Event Planning, Stock Picking, Microsoft Word, Statistics, Microsoft Excel, Passed CPA Examination, Tax Accounting, New Business Development, Tax Preparation, Creative Writing, Editing, Curriculum Development, Classroom, Comedy, Stocks, Email Clients, Email, Email Strategy, Sales, Warehousing, Prospecting New Clients, Cold Calling Experience, Qualifying Prospects, Compliance, Government Filings, Partnership Tax Returns, Multi-state tax returns, Tax Reporting, Writing, Brokerage, Financial Consulting, Series 65 Investment...
Education
University of Notre Dame 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accountancy
Cedar Drive and Marlboro High School
Monmouth University
Master's Degree, Education
Premium Technology Inc. April 2010 - Present
CSI Complex Systems Inc October 2001 - October 2009
National Discount Brokers 2000 - 2001
Mastro Communications 1999 - 2000
Skills
Trade Finance, Banking, Supply Chain Software, International Sales, Business Analysis, Financial Services, Sales, Finance, Marketing, Business Development, Relationship Management
Education
Franklin & Marshall College 1995 — 1999
BA, Business Administration and Spanish (Double Major)
Universidad de Salamanca
Westfield High School
RonLouis DESIGNs June 2011 - Present
The Container Store December 2004 - Present
CHAMPS SPORTS (FOOTLOCKER) June 2002 - November 2004
Pax Clearing Corporation May 2000 - June 2002
NATIONAL DISCOUNT BROKERS February 1999 - May 2000
American Stock Exchange January 1987 - October 1997
THE BROOKLYN TABERNACLE CHURCH August 1991 - August 1995
THE BROOKLYN TABERNACLE CHURCH June 1985 - August 1991
FAIRCHILD AEROSPACE INCORPORATION May 1986 - December 1987
Skills
Coaching, Creative Direction, Customer Service, Leadership, Management, Merchandising, Organizational..., Public Speaking, Research, Sales, Training, Visual Merchandising, Retail, Marketing, Event Planning, Microsoft Office
Education
Greico Financial Training Institute 1999 — 2000
Series 7/63 Study Program
St. Francis College 1985 — 1999
BS, Aviation Business Studies, Aviation, Minor History
College of Aeronautics 1983 — 1985
Aerospace Engineering Airframe Technology
Aviation High School 1980 — 1982
Aviation Mechanics
NJ Motor Vehicle Commision August 2013 - Present
Poverman Computer Solutions September 2009 - Present
US Department of Homeland Security/ FEMA December 2012 - April 2013
Staples July 2009 - December 2012
Freehold Boro Board of Education October 2008 - November 2012
Lehmann School 2007 - 2008
Point Pleasant Beach Board of Education 2003 - 2007
Liz Claiborne 2001 - 2003
National Discount Brokers 2000 - 2001
Pioneer Electronics 1996 - 2000
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Graphic Design, Microsoft Publisher, Fax, Mac, Resume, Photocopier, Adobe Photo Shop..., Windows 7, Windows XP Pro, Windows Vista, Mac OS X, iPhone Support, OS X
Education
Georgian Court College 1988 — 1992
BA, Graphic Design
Manasquan
Freelance January 2014 - Present
JPMorgan Chase May 2012 - July 2013
J.P. Morgan Securities, LLC April 2008 - May 2012
Bear Stearns July 2003 - March 2008
National Discount Brokers April 2000 - December 2001
Bear Stearns July 1995 - April 2000
Skills
PowerPoint, Adobe Acrobat, Marketing, Editing, User Experience, QuarkXPress, Photoshop, Microsoft Excel, HTML, Adobe Creative Suite, Illustrator, Microsoft Word, Content Management, Graphic Design, Web Design, Adobe Fireworks, CSS, Word, Excel, Microsoft Office 2007, InDesign, Layout
Education
Clark University 1987 — 1991
BA, Studio Art
Integro Insurance Brokers November 2011 - Present
Marsh February 2004 - November 2011
Globex International Group August 2002 - February 2004
National Discount Brokers 2000 - 2001
iReserve 2000 - 2000
Emar Group 1997 - 1998
Skills
Insurance, Brokers, Risk Management, Property & Casualty..., Commercial Insurance, Underwriting, Professional Liability, Reinsurance, Casualty, Legal Liability, General Insurance, Employment Practices..., Claim, Commercial Lines, Claims Management, Property, Accident, Financial Risk, Umbrella Insurance, Property Claims, Captives, Program Management
Education
Providence College 1993 — 1997
BA, History
Glen Ridge High School 1990 — 1993
HS diploma
BNP Paribas October 2013 - Present
Scivantage April 2012 - September 2013
Broadridge Financial Solutions, Inc June 2008 - April 2012
Concord Wealth Management September 2006 - September 2008
Pershing September 2002 - September 2006
Investec Ernst September 2001 - November 2002
RBC Dominion Securities September 1999 - September 2001
D.E Shaw/Farsight Financial September 1996 - September 1999
National Discount Brokers September 1993 - September 1996
Skills
Solution Design, New Business Development, Direct Sales, CRM, Portfolio Management, Start-ups, Investments, Business Development, Financial Services, Securities, Equities, Outsourcing, Fixed Income, Management, Hedge Funds, Mutual Funds, Asset Management, Banking, Trading, Business Planning, Wealth Management, Integration, Analytics, Solution Architecture, SaaS, Business Analysis, Relationship Management, Prime Brokerage, Strategic Planning, Project Management, Series 7, Product Management, Customer Service
Education
Rider University 1979 — 1983
BS - Business Administration
iFame TV November 2011 - Present
Dance Music TV (www.dancemusicmag.com) April 2011 - Present
Chetown Films (www.chetownfilms.com) October 2007 - Present
Crunchtyme Publishing November 2006 - Present
Merrill Lynch April 2002 - October 2009
JP Morgan May 2001 - March 2002
National Discount Brokers February 1999 - April 2001
Skills
Film and Video..., Film and Video Editing, directing (movies,..., Music Videos, Music Industry, Music Education, Music Distribution, Margin, Risk Management, Songwriting, Film, Music Production, Distribution Strategies, Entertainment, Television, New Media, Multimedia, Publishing, Studio Recording, Editing, Video Editing, Directing, Pro Tools, Digital Media, Screenwriting, Broadcast, Songs, Music, Recording, Video, A&R, Video Production, Film Production
Education
NY Institute of Finance 1999 — 2000
selected courses, Margin/Finance
Philadelphia University of the Arts 1996 — 1997
selected courses, Music Business classes
Rider University 1991 — 1995
BS, Double Major in Marketing and Advertising
Rider University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing and Advertising (Double Major), A
Fidessa August 2002 - Present
NDB January 1997 - January 2002
National Discount Brokers 1997 - 2002
NATIONAL DISCOUNT BROKER 1997 - 2002
Skills
Electronic Trading, Trading Systems, Trading, Equity Trading, Equities, Market Data, Order Management, Financial Markets, Equity Derivatives, Fidessa, SDLC, Unix, Low Latency, Vendor Management, Options, Prime Brokerage, Sybase, Middle Office, Derivatives, Fixed Income, Reference Data
Education
NYU
RCIS March 2009 - Present
The Sharper Image March 2008 - August 2008
Papa Johns international March 2003 - March 2006
J.P. Turner and company November 2002 - August 2004
Deutsche Bank 2000 - 2002
National Discount Brokers January 1995 - January 2000
Education
State University of New York College at Fredonia 1988 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Allstate June 2014 - Present
Zija International Inc. March 2012 - Present
Tekmindz/ Wilmington De for JLG June 2013 - October 2013
Bank of America June 2001 - May 2009
MBNA Legacy/Bank of America June 2001 - May 2009
MBNA Legacy/Bank of America June 2001 - May 2009
Premier Mortgage March 2007 - December 2007
National Discount Brokers August 2000 - April 2001
National Discount Brokers August 2000 - April 2001
American Standard February 1998 - August 2000
Skills
Coaching Staff, Project Planning, Customer Relations, PowerPoint, Excel, Word, Accounting, Telephone Skills, Mortgage, Ledger, Notary Public, Outlook, Cold Calling, Access, Account Management, Microsoft Office, Banking, Customer Service, Process Improvement, Credit, Budgeting, Time Management, Problem Solving, Call Center, Quickbooks, Pricing, Mentoring, Negotiation, Public admin, Public administratio..., Excel Statistic Project..., Project Done In..., Organizational..., Quality Control Project..., Microsoft Excel, Budgets, Microsoft Word, Analysis, Customer Satisfaction, Strategic Planning, Marketing, Marketing Strategy, Project Management, Coaching
Education
Keller Graduate School 2009 — 2011
MPA, Public Administration Management
Keller Graduate School of Management of DeVry University 2009 — 2011
Management, Management with concentration in Health Care Services
Rutgers University 1987 — 1992
Bachelor of Arts; 2011 M, Economics/History; French
Rutgers University 1987 — 1992
Bachelor of Arts, Economics and History
Rutgers University-New Brunswick 1987 — 1992
B.A., Economics and History
TIBCO Software January 2009 - Present
TIBCO Software June 2006 - January 2009
TIBCO Software May 2002 - June 2006
TIBCO Finance Technology May 1999 - May 2002
Reuters 2001 - 2002
TIBCO January 1998 - May 1999
National Discount Brokers May 1996 - January 1998
Electric Boat July 1986 - July 1991
Skills
Enterprise Software, Product Management, Strategy, Program Management, Business Development, Messaging, Management, SaaS, Cloud Computing, Testing, Integration, SOA
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA
Lehigh University 1982 — 1986
BS
Hotchkiss School 1979 — 1982
Deutsche Bank 2008 - Present
Merrill Lynch 2006 - 2008
Daiwa Securities America 2002 - 2006
Arc eConsultancy 2000 - 2001
AwardTrack 2000 - 2000
National Discount Brokers 1998 - 2000
Sanford Bernstein (AllianceBernstein) 1996 - 1998
Federal Reserve Bank of New York 1994 - 1996
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
University at Albany, SUNY 1991 — 1994
Swiss Re September 2010 - Present
Swiss Re May 2001 - September 2010
National Discount Brokers February 2000 - May 2001
Grant Thornton October 1996 - February 2000
Skills
Reinsurance, Financial Services, Property, Derivatives, Financial Reporting, IFRS, Accounting, Insurance, Financial Risk
Education
State University of New York College at Buffalo 1991 — 1996
BS, Accounting and Finance
Lawrence Senior High School
Lawrence Senior High School
The NASDAQ OMX Group 2004 - Present
Brut January 1998 - September 2004
National Discount Brokers 1994 - 1998
Waterhouse 1993 - 1994
Education
State University of New York College at Oswego 1989 — 1992
OpenLink Financial July 2001 - February 2013
National Discount Brokers May 2000 - June 2001
SIAC July 1998 - May 2000
Dow Jones Telerate July 1994 - July 1998
Colgate Palmolive June 1993 - July 1994
Skills
Software Development, Software Project..., Software Engineering, Software Architectural..., High Performance..., Low Latency, Team Leadership, Agile & Waterfall..., Service Oriented..., Software Quality..., Iso 9000, Software Design, Multithreading, Socket Programming, MS Project, Visual Studio, IBM Rational Purify, C++, Java, SQL, Oracle RDBMS, TCP/IP, Threads, Ksh, Endur, Rational Quantify, PowerDesigner, Eclipse, JavaSE, JUnit, JDBC, MIL-STD-498, Oracle, Testing, Database Design
Education
Hofstra University
Bachelor of Science (BS), Computer Science
Fidessa Director of Supportroyalblue2002 - 2008
National Discount Brokers 1998 - 2002
NDB 1998 - 2002
Deutsche Bank 2000 - 2001
TCAM Systems 1991 - 1998
Skills
Programming, Unix, Electronic Trading, Trading Systems, Market Data, Sybase, Equities, Business Analysis, Integration, Requirements Analysis, CRM, Linux, Equity Trading, Project Management, IT Management, Vendor Management, Software Project..., Software Development, Enterprise Architecture, Fidessa, Order Management, Exchange Connectivity, SQL, Troubleshooting, Trading, Business Intelligence, Databases, Testing, Solaris, User Acceptance Testing, Quality Assurance
Education
New York University - Polytechnic School of Engineering 1986 — 1991
JPMorgan Chase & Co. November 2014 - Present
Citi September 2012 - November 2014
Citigroup July 2005 - September 2012
Citigroup January 2002 - July 2005
National Discount Brokers May 2000 - December 2001
Prudential Financial June 1999 - May 2000
Skills
Prime Brokerage, Hedge Funds, Equities, Corporate Actions, Series 7, Securities, Capital Markets, Series 63, Options, Investments, Series 24, Settlement, Fixed Income, Middle Office, Relationship Management, Back Office, Financial Services, Dividends, Trading Systems, Bonds, Client Services, Finance, Risk Management
Education
University of Scranton 1995 — 1999
B.S., Finance
West Morris Central HS 1991 — 1995
Citibank North America, Inc. April 2013 - Present
HSBC 2005 - 2012
JPMorgan Chase & Co. March 2002 - October 2005
National Discount Brokers January 1999 - November 2001
Skills
Financial Services, Banking, Investments, Relationship Management, Wealth Management, Financial Planning, Portfolio Management, Mortgage Lending, Equities, Mortgage Banking, Risk Management, Finance, Loans, Management, Credit, Customer Service, Microsoft Office, Sales
Education
City University of New York-John Jay College of Criminal Justice 1994 — 1995
Christopher Columbus 1991 — 1993
St. Raymonds 1989 — 1991
Fordham Prep 1988 — 1989
Arista Investment Advisors / Invest-N-U July 2014 - Present
Stephens Inc. January 2012 - July 2014
Morgan Stanley Smith Barney 2000 - December 2011
National Discount Brokers 1994 - 2000
Skills
Wealth Management, Investments, Securities, Equities, Series 7, Series 63, FINRA, Fixed Income, ETFs, Financial Analysis, Management, Equity Trading, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Hedge Funds, Trading
Education
Walton High School 1988 — 1992
Georgia Southern University
UBS October 2013 - April 2015
TD Securities March 2011 - December 2012
Merrill Lynch / Bank of America May 2010 - December 2010
RBC Capital Markets March 2006 - February 2010
TD Waterhouse October 2004 - March 2006
Bank of America October 2003 - October 2004
Merrill Lynch September 2000 - October 2003
Citicorp Investment Services May 1999 - September 2000
National Discount Brokers December 1996 - May 1999
Citicorp Investment Services August 1996 - October 1996
Skills
FINRA, Fixed Income, Capital Markets, Options, Equities, Equity Trading, Trading Systems, Series 7, Series 24, Series 63, Trading, Securities, Electronic Trading, Mutual Funds, Financial Markets, Financial Services, Broker-Dealer Compliance, Drafting Policies, Trade Compliance, OATS, Trace, Hedge Funds, Broker-Dealer, Asset Management, Securities Regulation, Due Diligence, Financial Regulation, Bonds, ETFs, Prime Brokerage, KYC, Alternative Investments, Financial Risk, Derivatives, Operational Risk, Middle Office, Back Office, Investment Banking, Swaps, Structured Products, Structured Finance, Bloomberg, Equity Derivatives
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1995
BS, Legal Studies
Lafayette High School 1987 — 1990
HS Diploma
Morgan Stanley November 2006 - Present
Morgan Stanley Wealth Management November 2002 - November 2006
National Discount Brokers April 1999 - November 2002
Skills
Series 7, CRM, Series 63, Equities, Analysis, Financial Services, Mutual Funds, Client Relations Skills
Education
Salve Regina University 1991 — 1995
BA, Administration of Justice
Wealth Creation Investing/Top Gun Options 2013 - Present
National Discount Brokers 1995 - 1996
National Discount Brokers 1995 - 1996
Skills
Project Management, Entrepreneurship
Education
Baruch College, City University of New York (CUNY)
Bergen Community College 2006 - Present
Big Apple Educational Center 2001 - 2005
National Discount Brokers 1999 - 2001
Paine Webber 1996 - 1999
Skills
Distance Learning, Instructional Technology, Adult Education, Instructional Design, Curriculum Development, Higher Education, Curriculum Design, E-Learning, Educational Technology, Access, Teaching, Microsoft Office, Classroom, SQL, Staff Development, Visio, Courses, Adobe Creative Suite, Business Analysis, Analysis
Education
Ramapo College of New Jersey 2006 — 2008
Masters of Science
City University of New York-Brooklyn College 1993 — 1996
BS
FXall September 2011 - Present
Jefferies & Company October 2009 - February 2011
Tradeweb March 2008 - October 2009
Malbec Partners September 2007 - December 2007
Merrill Lynch October 2005 - June 2007
JP Morgan/Chase July 2005 - October 2005
Barclay's Capital, PLC. September 2004 - July 2005
Caxton Associates, L.L.C. August 2001 - September 2004
National Discount Brokers June 1999 - August 2001
Skills
Programming, Derivatives, C#, Java, C++, Visual Basic, Market Data, Commodity, Windows, SQL, Business Analysis, Agile Methodologies, SDLC, Financial Services, VBA, Trading Systems, Acting
Education
Baruch College 2013 — 2015
CIS
City University of New York-Hunter College 1998 — 1999
Computer Science
Baruch college 1995 — 1997
Business Administration and Management, General
UBS November 2012 - Present
UBS Investment Bank 2009 - 2012
UBS Investment Bank 2006 - 2009
UBS Investment Bank 2001 - 2006
IPO.com 1999 - 2001
National Discount Brokers 1997 - 1999
Legg Mason 1996 - 1997
Skills
Family Office, Interest Rate..., Institutional Sales, Private Placements, Equities, Hedge Funds, Structured Products, Series 63, Derivatives, Swaps, Investment Banking, Fixed Income, Capital Markets, Bloomberg, Valuation, Bonds, Financial Modeling, Investments, Trading Systems, Series 7, Securities, FX Options, Equity Derivatives, Trading, Financial Markets, Alternative Investments, Credit Derivatives, Electronic Trading, Risk Management, Options
Education
University of Maryland College Park 1992 — 1996
NASDAQ OMX February 2006 - Present
INET ATS October 2001 - February 2006
Island ECN October 2001 - February 2006
Datek Online May 2001 - September 2001
National Discount Brokers November 2000 - May 2001
Skills
Series 7, Series 63, Series 55, Series 24, Financial Markets, Equities, Options, Electronic Trading, Trading Systems, Trading, Trading Strategies, FINRA, Mergers & Acquisitions
Education
Freehold Township H.S. 1990 — 1995
Rowan University
B.S., Marketing
Independence Blue Cross June 2004 - Present
National Discount Brokers 1995 - 2000
NATIONAL DISCOUNT BROKER 1995 - 2000
GRUMMAN DATA SYSTEMS April 1977 - April 1988
Education
Nassau Community College 1971 — 1973
AAS, Data Processing
Allscripts April 2015 - Present
Allscripts March 2008 - April 2015
FTData Inc. October 2007 - February 2008
American Home Mortgage February 2005 - August 2007
American Home Mortgage October 2004 - February 2005
American Home Mortgage June 2002 - October 2004
National Discount Brokers October 2000 - April 2001
National Discount Brokers May 2000 - October 2000
Skills
System Architecture, Windows, Software Documentation, Active Directory, Microsoft Exchange, Strategic Planning, Project Management, Requirements Analysis, Security, Group Policy, Access, Management, Leadership, Troubleshooting, Change Management, IT Management, Training, Technical Support, Team Leadership, Project Planning
Education
State University of New York College at Oneonta 1989 — 1990
Roslyn High School
Roslyn High School
Roslyn High School
SUNY Delhi
Northern Trust Corporation September 2015 - Present
Arthur J. Gallagher and Co. June 2013 - April 2014
Arrowstream September 2008 - January 2011
Lowery Asset Consulting April 2004 - December 2007
Harris Associates November 2002 - November 2003
TD Waterhouse Securities February 1998 - August 2001
National Discount Brokers January 1995 - November 1997
Linnco Futures October 1992 - December 1994
Skills
Account Reconciliation, Accounts Payable, Financial Accounting, Financial Services, Microsoft Excel, Microsoft Office, General Ledger, Great Plains Software, PowerPoint, Journal Entries, Due Diligence, Industry Research, Industry Analysis, Bloomberg, Staff Accountant, Month End Close, Advent Axys, Net Asset Value, Account Management, Bank Reconciliation, Hedge Funds, Separately Managed..., Performance Management, Performance Measurement, MS Excel Pivot Tables
Education
DePaul University 1989 — 1993
Bachelor's Degree, Finance
Keller Williams Premier Properties May 2008 - Present
Keller Williams Mid-Town Direct Realty May 2008 - May 2009
Burgdorff ERA 2006 - 2008
Alexander Realtors 2005 - 2006
Seton Hall University 1997 - 2006
National Discount Brokers 1994 - 1996
Donaldson, Lufkin & Jenrette, Pershing Division 1991 - 1994
Skills
Real Estate, Selling, First Time Home Buyers, Public Speaking, Sellers, Condos, Social Media, Marketing, Relocation, Luxury, Event Planning, Fundraising, Buyer Representation, Negotiation, Public Relations, Marketing Strategy
Education
Drew University 2006 — 2008
Professional Certificate, Historic Preservation
Seton Hall University 2001 — 2004
Ed.S., Administration and Supervision
Seton Hall University 1999 — 2001
M.S., Corporate and Public Communication / Strategic Communication
Seton Hall Prep
Seton Hall University
B. A., English Literature
Avere Systems October 2014 - Present
JPMorgan Chase October 2011 - October 2014
JPMorgan Chase 2007 - October 2011
Ubercon.com 2007 - 2010
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2003
National Discount Brokers 1998 - 2000
IJ White 1989 - 1992
Skills
Electronic Trading, Trading Systems, Perl, XML, Bash, Unix Shell Scripting, Unix, Linux System..., Sequent, Oracle SQL, MySQL, PHP, phpMyAdmin, Microsoft Excel, Windows, HTTP, Cygwin, SSH, PGP, Oracle, SQL, Market Data, SDLC, Windows Server, Solaris, Derivatives, Databases, Linux, Sybase, Financial Markets, Shell Scripting
Education
Farmingdale State College 1990 — 1993
Data Processing
Gain GTX September 2011 - Present
Gain Capital 2004 - December 2011
Fleet Securities 2002 - 2004
Sherwood Securities 1998 - 2001
National Discount Brokers 1997 - 1998
Education
University of Maryland College Park 1992 — 1996
Pulmonary Associates July 2011 - Present
Memorial Sloan-Kettering Cancer Center July 2008 - Present
North Shore University Hospital July 2005 - June 2008
National Discount Brokers 2000 - 2001
The Chase Manhattan Bank August 1992 - June 1997
Manufacturers Hanover/Chemical Bank 1992 - 1997
Skills
Internal Medicine, Clinical Research, Board Certified, Critical Care, EMR, Healthcare, Healthcare Management, Hospitals, Healthcare Information..., Medical Education, Medicine, Epidemiology, Patient Safety, Public Health
Education
Stony Brook University Health Sciences Center School of Medicine 2000 — 2005
MD
Washington University in St. Louis 1988 — 1992
BA, Economics & Spanish
Crescendo Bioscience July 2011 - Present
Tethys Bioscience, Inc. September 2010 - February 2011
Cypress Bioscience January 2009 - September 2010
BRISTOL MYERS SQUIBB October 2002 - January 2009
Thomson Financial January 1999 - January 2002
NATIONAL DISCOUNT BROKERS January 1996 - January 1999
Skills
Sales, Pharmaceutical Sales, Account Management, Oncology, Hardware Diagnostics, Product Launch, Pharmaceutical Industry, Cardiology, Neurology, Managed Care
Education
Boston College 1991 — 1995
Citi October 2012 - Present
Citi October 2012 - January 2014
JPMorgan Chase June 2010 - April 2012
Macquarie Holdings July 2008 - May 2010
Deutsche Bank November 2002 - June 2008
Citi November 2000 - November 2001
National Discount Brokers October 1999 - November 2000
J.P. Morgan Asset Management October 1997 - October 1999
Skills
Market Data, Contract Management, Invoice Processing, SAP, Business Process..., Procurement, Vendor Management, Analytics, Social Media, Management, Financial Markets, Exchange Connectivity, Bloomberg, Fixed Income, Equities, Financial Services, FITS, MDM, INFOmatch, BAMS, EMRS, DACS, BMDS, Inventory Management, DART, Telecom Expense..., Business Management, Capital Markets, Trading Systems, Electronic Trading, Business Analysis, Derivatives, Investment Banking
Education
Alfred University
State University of New York at Farmingdale
JPMorgan Chase August 2008 - Present
Bear Stearns May 2004 - August 2008
Refco July 2001 - May 2004
Refco Securities LLC 2001 - 2004
National Discount Brokers 1999 - 2001
Skills
Equities, Middle Office, Prime Brokerage, Fixed Income, Derivatives, Equity Derivatives, Hedge Funds, Bloomberg, FX Options, Options, Securities, Securities Lending, Settlement, Investment Banking
Education
Stony Brook University 1991 — 1995
Stony Brook University
Guggenheim Partners February 2011 - Present
Morgan Stanley 2007 - February 2011
Bear Stearns 1999 - 2007
National Discount Brokers 1998 - 1999
EY 1995 - 1998
Education
LIU Post 1993 — 1997
Bachelor's degree
JPMorgan Chase March 2013 - Present
Citigroup September 2010 - March 2013
L-3 COMMUNICATIONS INC September 2008 - October 2010
UBS International Inc. June 2007 - July 2008
Lehman Brothers August 2005 - June 2007
Pershing LLC April 1999 - August 2005
PERSHING LLC January 1999 - January 2005
National Discount Brokers March 1998 - April 1999
PERSHING DIVISION OF DLJSC January 1996 - January 1998
CHEMICAL BANKING CORP January 1994 - January 1996
Skills
Risk Management, Banking, Credit, Trading, Securities, Fixed Income, Financial Services, Investments, Mutual Funds, Analysis, AML, Loans, Equities, Capital Markets, Derivatives, Hedge Funds
Education
Saint John's University 1990 — 1994
Bachelor of Science, Finance
St. John's University 1990 — 1994
B.S, Finance
Citi October 2007 - Present
Susquehanna International Group October 2002 - October 2007
Deutsche Bank (NDB Capital Markets) March 1996 - June 2002
National Discount Brokers March 1994 - March 1996
UBS June 1993 - September 1993
Skills
Series 24, Trading, Electronic Trading, Equities, Fixed Income, Trading Systems, Series 7, Options, Equity Trading, Series 63, Capital Markets, Market Data, Bloomberg, Financial Markets, Securities, Derivatives, Investments, Hedge Funds, Asset Management, Equity Derivatives, FINRA
Education
Montclair State University
Bachelor of Science, Advanced Accounting, Managerial and Applied Statistics, Economics, Financial Analysis and Marketing
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
DriveWealth June 2015 - Present
Compliance consulting and outsourcing August 2014 - June 2015
Rabobank International May 2012 - May 2013
Lazard Capital Markets September 2009 - April 2013
Ark Asset Management November 2007 - May 2009
Prudential Equity Group June 2002 - November 2007
National Discount Brokers May 2000 - May 2002
Schroder & Co. Inc June 1994 - May 2000
NASD December 1984 - May 1993
Skills
Hedge Funds, Alternative Investments, Securities, Fixed Income, Asset Managment, Mutual Funds, Trading, Investments, Bloomberg, Portfolio Management, Capital Markets, Asset Allocation, Valuation, Investment Advisers Act, Asset Management, Private Equity, Electronic Trading
Education
New York Law School 1991 — 1994
Doctor of Law (J.D.)
Hamilton College 1977 — 1981
AB, Economics
Merrill Lynch May 2007 - Present
Bank of America 2005 - Present
Advest, Inc. 2003 - 2005
Advest, Inc. 2003 - 2005
NEF 2001 - 2002
New York Life 2000 - 2001
National Discount Brokers 1999 - 2001
JPMorgan Chase 1993 - 1996
Skills
Banking, Fixed Income, Equities, Trading, Securities, Investments, Wealth Management, Microsoft Excel, Asset Managment, Customer Service, Mortgage Lending, Financial Analysis, Risk Management, Series 7, Asset Management, Credit, Vendor Management, Loans, Financial Services, Financial Advisory, Relationship Management, Series 63, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Capital Markets, Retail Banking, Retirement Planning
Education
Johnson & Wales University 1985 — 1989
BS, Marketing
Our lady of Victory 1974 — 1981
Business & Governmental Insurance Agency, NIP Group, Inc. October 2012 - Present
NIP Specialty Brokerage, NIP Group, Inc. February 2012 - October 2012
Marine Agency Corporation August 2003 - April 2009
National Discount Brokers June 2000 - April 2001
First Union National Bank September 1999 - May 2000
Morgan Stanley Dean Witter March 1999 - September 1999
National Westminster Bank June 1990 - March 1995
Skills
Insurance, Commercial Insurance, Brokers, Professional Liability, Underwriting, Property & Casualty..., Risk Management, Customer Service, Workers Compensation, Casualty, Life Insurance, Claim, Finance, Casualty Insurance, General Insurance, Microsoft Excel, Outlook, Financial Services, Chartered Property..., Enterprise Risk...
Education
New Jersey Institute of Technology 2006 — 2008
BS, Business, Finance, 2.92
Plainfield High School 1983 — 1987
College Prep
Broadridge Financial August 2011 - Present
Deutsche Bank Securities August 2002 - November 2010
National Discount Brokers November 1994 - September 2001
Pershing 1982 - 1992
Skills
Series 7, Middle Office, Equities, Back Office, Fixed Income, Hedge Funds, Prime Brokerage, Securities, Settlement, Alternative Investments, Derivatives, Financial Markets, Options, Capital Markets, Electronic Trading, Portfolio Management, Trading Systems
Education
State University of New York at New Paltz 1978 — 1982
BA, Business Administration
Verizon Wireless 2006 - Present
Affiliated Computer Services 2002 - 2006
National Discount Brokers 1997 - 2001
Periphonics 1991 - 1997
Skills
Integration, Telecommunications, SDLC, Software Project..., Requirements Analysis, Vendor Management, Solaris, Solution Architecture, Agile Methodologies, Cloud Computing, Software Development, Unix, Enterprise Architecture, Testing, IT Strategy, Business Analysis, Management, SQL, SOA, Project Management, Wireless, Enterprise Software, TCP/IP, Web Services, Databases, Disaster Recovery, Call Centers
Education
Somaiya College of Engineering
BE, Electronics Engineering
Southern Illinois University, Carbondale 1989 — 1991
Master's Degree, Electrical Engineering
Stevens Institute of Technology 2006 — 2011
Master of Science (MS), Information Systems
Stevens Institute of Technology
MBA, Technology Management
Interactive Data March 2012 - Present
Bloomberg October 2008 - March 2012
Merrill Lynch May 2007 - October 2008
Thomson Reuters May 2003 - May 2007
Merrill Lynch & Co - Herzog Heine Geduld September 1998 - August 2001
BRUT - ECN October 1997 - September 1998
National Discount Brokers April 1995 - October 1997
Education
Richard Stockton College of New Jersey 1990 — 1994
Bachelor of Science (BS), Business - Marketing
Fairleigh Dickinson University 1989 — 1990
Rutgers University-New Brunswick
Rutgers University-New Brunswick
South Brunswick High School
Style Creators January 2008 - Present
Ethan Allen November 2002 - March 2009
Deutsche Bank July 2000 - October 2002
National Discount Brokers December 1999 - July 2000
Prudential Financial October 1999 - December 1999
The Depository Trust & Clearing Corporation August 1998 - October 1999
Waldenbooks July 1995 - August 1998
Skills
Customer Service, Research, Teaching, Public Speaking, Interior Design, Window Treatments, Area Rugs, Spatial Design, Antique Furniture, Antique Area Rugs, Spatial Planning, Space planning, Landscape Design, Color Schemes
Education
Canarsie High School
City University of New York-College of Staten Island
Bateman Agency, Inc. October 2002 - July 2012
National Discount Brokers July 1995 - December 2000
Education
Rider University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
US Army November 2012 - Present
United States Army Reserve June 1992 - Present
National Association of Insurance Commissioners (NAIC) August 2000 - January 2011
National Discount Brokers July 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Washington University in St. Louis 1995 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Princeton University 1988 — 1992
Bachelor of Arts (B.A.), Politics
Gleacher & Company February 2013 - April 2013
Jefferies & Company March 2007 - February 2013
Bear Stearns September 1999 - March 2007
National Discount Brokers June 1995 - September 1999
Skills
Bloomberg, Omgeo Oasys, Fixed Income, Middle Office, Securities, Mutual Funds, Accounts Payable, Account Reconciliation
Education
Brooklyn College