PaineWebber Company
Industry: Investment banking
DescriptionPaineWebber & Co. was an American investment bank and stock brokerage firm that was acquired by the Swiss bank UBS in 2000. The company was founded in 1880 in Boston, Massachusetts, by William Alfred Paine and Wallace G. Webber. Operating with two employees, they leased premises at 48 Congress Street in May 1881. Founded: 1881 Headquarters: New York City, New York, United States Ceased operations: 2000 Successor: UBS Paine Webber, later UBS Wealth Management Founders: William A. Paine, William Alfred
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PaineWebber Employees
Employee
Years
Job
Industry
Robert Riedl Robert Riedl's PaineWebber Experience August 1986 - August 1991
Job Chief Operating Officer at Consumer Portfolio Services
Industry Financial Services
Experience
Consumer Portfolio Services January 2003 - Present
Northwest Capital Appreciation, Inc. 1999 - 2002
ContiFinancial Services June 1995 - June 1999
Jefferies & Company October 1991 - May 1995
PaineWebber August 1986 - August 1991
Skills
Portfolio Management, Private Equity, Capital Markets, Investment Banking, Due Diligence, Mergers, Structured Finance, Finance, Investments, Credit, Risk Management, Loans, Equities, Securities, Restructuring, Financial Modeling, Credit Risk, Credit Analysis, Alternative Investments, Financial Analysis, ABS
Education
Stanford University 1984 — 1986
BS, Industrial Engineering
Claremont McKenna College 1981 — 1984
BA, Management Engineering
Consumer Portfolio Services January 2003 - Present
Northwest Capital Appreciation, Inc. 1999 - 2002
ContiFinancial Services June 1995 - June 1999
Jefferies & Company October 1991 - May 1995
PaineWebber August 1986 - August 1991
Skills
Portfolio Management, Private Equity, Capital Markets, Investment Banking, Due Diligence, Mergers, Structured Finance, Finance, Investments, Credit, Risk Management, Loans, Equities, Securities, Restructuring, Financial Modeling, Credit Risk, Credit Analysis, Alternative Investments, Financial Analysis, ABS
Education
Stanford University 1984 — 1986
BS, Industrial Engineering
Claremont McKenna College 1981 — 1984
BA, Management Engineering
Barbara Case Barbara Case's PaineWebber Experience May 1998 - March 2002
Job APMA®, Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Moors & Cabot March 2011 - October 2013
Moors & Cabot September 2009 - March 2011
RBC Dain Rauscher March 2002 - September 2009
PaineWebber May 1998 - March 2002
Education
Canton High School
Canton High School
Eastern Nazarene College
Ameriprise Financial Services, Inc. October 2013 - Present
Moors & Cabot March 2011 - October 2013
Moors & Cabot September 2009 - March 2011
RBC Dain Rauscher March 2002 - September 2009
PaineWebber May 1998 - March 2002
Education
Canton High School
Canton High School
Eastern Nazarene College
Russ Landon Russ Landon's PaineWebber Experience August 1988 - August 1993
Job Managing Director and CoFounder at North River Capital Advisors and BML Securities LLC
Industry Investment Banking
Experience
North River Capital Advisors October 2012 - Present
BML Securities LLC January 2014 - Present
New England Clean Energy Council June 2006 - Present
KeyBanc Capital Markets September 2010 - October 2012
Canaccord Adams (formerly Adams Harkness) 1993 - 2010
PaineWebber August 1988 - August 1993
Skills
Investment Banking, Valuation, Investments, Venture Capital, Equities, IPO, Private Equity, Business Development, Mergers, Divestitures, Alternative Investments, Capital Markets, Private Placements, Equity Research, High Yield, Clean Energy..., Information Technology, Internet of Things, Cloud Computing, M2M, IOT, Smart Grid, Energy Efficiency, Renewable Energy, LED Lighting Systems, Water, Demand Response, Batteries
Education
Yale University
BA, History
Columbia Business School
MBA, Finance / Accouting
North River Capital Advisors October 2012 - Present
BML Securities LLC January 2014 - Present
New England Clean Energy Council June 2006 - Present
KeyBanc Capital Markets September 2010 - October 2012
Canaccord Adams (formerly Adams Harkness) 1993 - 2010
PaineWebber August 1988 - August 1993
Skills
Investment Banking, Valuation, Investments, Venture Capital, Equities, IPO, Private Equity, Business Development, Mergers, Divestitures, Alternative Investments, Capital Markets, Private Placements, Equity Research, High Yield, Clean Energy..., Information Technology, Internet of Things, Cloud Computing, M2M, IOT, Smart Grid, Energy Efficiency, Renewable Energy, LED Lighting Systems, Water, Demand Response, Batteries
Education
Yale University
BA, History
Columbia Business School
MBA, Finance / Accouting
Rich Tucker Rich Tucker's PaineWebber Experience 1992 - 1998
Job Vice President Sales & Marketing at Canada Life Reinsurance
Industry Insurance
Experience
Canada Life Reinsurance March 2014 - Present
Ruark Insurance Advisors 2003 - 2014
Ruark Consulting, LLC 2003 - 2014
Annuity & Life Re 1998 - 2003
PaineWebber 1992 - 1998
Mutual of New York 1980 - 1992
Skills
Actuarial Science, Reinsurance, Fixed Annuities, Life Insurance, Variable Annuities, Insurance, Underwriting, Term Life Insurance, Whole Life, Actuarial Consulting, Brokers, Solvency II, Business Development, Indexed Annuities, Financial Risk, Financial Services, Investments, Risk Management, Economic Capital, Capital Management, General Insurance, Embedded Value, Marketing, Data Analysis, ALM, Finance, Captives, Enterprise Risk..., Retirement, Actuarial, Annuity, Sales, Process Improvement, Data Warehousing, Benchmarking, Combination Products, Long-term Care
Education
Carnegie Mellon University 1975 — 1979
B.S., Applied Math & Business Administration
Canada Life Reinsurance March 2014 - Present
Ruark Insurance Advisors 2003 - 2014
Ruark Consulting, LLC 2003 - 2014
Annuity & Life Re 1998 - 2003
PaineWebber 1992 - 1998
Mutual of New York 1980 - 1992
Skills
Actuarial Science, Reinsurance, Fixed Annuities, Life Insurance, Variable Annuities, Insurance, Underwriting, Term Life Insurance, Whole Life, Actuarial Consulting, Brokers, Solvency II, Business Development, Indexed Annuities, Financial Risk, Financial Services, Investments, Risk Management, Economic Capital, Capital Management, General Insurance, Embedded Value, Marketing, Data Analysis, ALM, Finance, Captives, Enterprise Risk..., Retirement, Actuarial, Annuity, Sales, Process Improvement, Data Warehousing, Benchmarking, Combination Products, Long-term Care
Education
Carnegie Mellon University 1975 — 1979
B.S., Applied Math & Business Administration
Steven Greenbaum Steven Greenbaum's PaineWebber Experience 1988 - 2000
Job General Counsel at TradeStation Securities, Inc.
Industry Financial Services
Experience
TradeStation Securities, Inc. May 2008 - Present
Florida Securities Dealers Association 2007 - 2013
Steven M. Greenbaum, P.A. 2006 - 2008
UBS 1988 - 2006
PaineWebber 1988 - 2000
Skills
Securities, FINRA, Securities Regulation, AML, Hedge Funds, Series 7, Corporate Governance, Series 24, Arbitration, Capital Markets, Equities, Due Diligence, Private Equity, Mutual Funds, USA PATRIOT Act, Private Placements, Litigation, Securities Litigation, Investments, Options, Alternative Investments, Series 63, Series 3, Series 30, Series 34, Online trading, Fraud
Education
Tulane University Law School 1981 — 1983
JD, Law
Cleveland State University - Cleveland-Marshall College of Law 1980 — 1981
Tulane University 1976 — 1980
BA, Political Science and Public Policy
TradeStation Securities, Inc. May 2008 - Present
Florida Securities Dealers Association 2007 - 2013
Steven M. Greenbaum, P.A. 2006 - 2008
UBS 1988 - 2006
PaineWebber 1988 - 2000
Skills
Securities, FINRA, Securities Regulation, AML, Hedge Funds, Series 7, Corporate Governance, Series 24, Arbitration, Capital Markets, Equities, Due Diligence, Private Equity, Mutual Funds, USA PATRIOT Act, Private Placements, Litigation, Securities Litigation, Investments, Options, Alternative Investments, Series 63, Series 3, Series 30, Series 34, Online trading, Fraud
Education
Tulane University Law School 1981 — 1983
JD, Law
Cleveland State University - Cleveland-Marshall College of Law 1980 — 1981
Tulane University 1976 — 1980
BA, Political Science and Public Policy
Joy (Joy Kasputys) Prudek's PaineWebber Experience 1990 - 1998
Job Communications & PR Coordinator at St. Luke's Health System
Industry Public Relations and Communications
Experience
St. Luke's Health System January 2015 - Present
Sun Valley Economic Development April 2011 - January 2015
VJK Consulting, LLC May 2007 - January 2015
Sothebys International Realty May 2006 - October 2009
Tapestry Gallery & Wine January 2003 - October 2005
PaineWebber 1990 - 1998
Skills
Negotiation, Marketing, Real Estate, Selling, Marketing Strategy, Fundraising, Strategic Media..., Non-profits, Public Relations, Community Outreach, Economic Development, Event Planning, Sales, Marketing Communications, Editing, Strategic Communications, Analysis, Social Media, Entrepreneurship, Press Releases, Media Relations, Strategic Planning, Nonprofits, Investments, Business Planning, Event Management, Advertising, Research, Social Media Marketing, Social Networking, Team Building, Budgets, Public Speaking, Start-ups, Leadership, Strategy, Market Research, Blogging, Online Marketing
Education
Clark University 1984 — 1988
BA, Economics
Chapel Hill - Chauncy Hall 1983 — 1984
High School
St. Luke's Health System January 2015 - Present
Sun Valley Economic Development April 2011 - January 2015
VJK Consulting, LLC May 2007 - January 2015
Sothebys International Realty May 2006 - October 2009
Tapestry Gallery & Wine January 2003 - October 2005
PaineWebber 1990 - 1998
Skills
Negotiation, Marketing, Real Estate, Selling, Marketing Strategy, Fundraising, Strategic Media..., Non-profits, Public Relations, Community Outreach, Economic Development, Event Planning, Sales, Marketing Communications, Editing, Strategic Communications, Analysis, Social Media, Entrepreneurship, Press Releases, Media Relations, Strategic Planning, Nonprofits, Investments, Business Planning, Event Management, Advertising, Research, Social Media Marketing, Social Networking, Team Building, Budgets, Public Speaking, Start-ups, Leadership, Strategy, Market Research, Blogging, Online Marketing
Education
Clark University 1984 — 1988
BA, Economics
Chapel Hill - Chauncy Hall 1983 — 1984
High School
Will ORielly, CFA, CFP's PaineWebber Experience January 1995 - January 1997
Job Senior Vice President
Industry Financial Services
Experience
SunTrust Bank 2002 - Present
Wachovia Securities, LLC 1997 - 2002
PaineWebber January 1995 - January 1997
SEI Investments 1992 - 1994
Education
Duke University 1999 — 2000
Master of Business Administration (MBA)
University of Notre Dame 1987 — 1992
BS; BA, Mechanical Engineering ; Economics
SunTrust Bank 2002 - Present
Wachovia Securities, LLC 1997 - 2002
PaineWebber January 1995 - January 1997
SEI Investments 1992 - 1994
Education
Duke University 1999 — 2000
Master of Business Administration (MBA)
University of Notre Dame 1987 — 1992
BS; BA, Mechanical Engineering ; Economics
Michelle Kessel-Harbart Michelle Kessel-Harbart's PaineWebber Experience 1993 - 2000
Job Marketing/Operations Director at Avisen Securities, Inc.
Industry Financial Services
Experience
Avisen Securities, Inc December 2002 - Present
Dexterra 2001 - 2002
Corollary Solutions 2000 - 2001
PaineWebber 1993 - 2000
Skills
Operations Management, Corporate Development, Strategic Planning, Strategic Partnerships, Product Management, Cross-functional Team..., Business Development, Team Building, Marketing Strategy, Strategic Financial..., Project Management, Start-ups, Social Networking, Business Strategy, Executive Management, Sales Management, New Business Development, Investments, Marketing, Customer Service, Management, Leadership, Finance, Strategy
Education
California State University-Sacramento 2009 — 2010
MBA, Business
California State University-Sacramento 1993 — 1995
BA, Environmental Science
Avisen Securities, Inc December 2002 - Present
Dexterra 2001 - 2002
Corollary Solutions 2000 - 2001
PaineWebber 1993 - 2000
Skills
Operations Management, Corporate Development, Strategic Planning, Strategic Partnerships, Product Management, Cross-functional Team..., Business Development, Team Building, Marketing Strategy, Strategic Financial..., Project Management, Start-ups, Social Networking, Business Strategy, Executive Management, Sales Management, New Business Development, Investments, Marketing, Customer Service, Management, Leadership, Finance, Strategy
Education
California State University-Sacramento 2009 — 2010
MBA, Business
California State University-Sacramento 1993 — 1995
BA, Environmental Science
Ricky Platt, CFA Ricky Platt, CFA's PaineWebber Experience 1999 - 2001
Job Equity Analyst at Insight Capital Research & Management
Industry Financial Services
Experience
Insight Capital Research & Management December 2013 - Present
Westhouse Securities August 2010 - December 2013
Liberty International Asset Management 2005 - August 2010
Tokyo Mitsubishi Asset Management 2001 - 2004
Credit Suisse January 2001 - October 2001
Painewebber 1999 - 2001
Skills
Financial Modeling, Valuation, Investments, Asset Managment, Fixed Income, Equities, Finance, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Mergers, Portfolio Management, Capital Markets, Entrepreneurship, Hedge Funds, Due Diligence, Private Equity, Risk Management, Bloomberg, Asset Management, Emerging Markets, Analysis, Trading, Strategy, Financial Services, Venture Capital, Mergers & Acquisitions, Derivatives, Securities, Financial Markets
Education
Cass Business School 2007 — 2009
Executive MBA
CFA Institute 2002 — 2004
Chartered Financial Analyst (CFA)
The UK Society of Investment Professionals (UKSIP) 2002 — 2002
Investment Management Certificate (IMC)
Financial Services Authority (FSA) 2001 — 2001
Futures and Options Representative
Financial Services Authority (FSA) 2000 — 2000
Securities Representative
University of Plymouth 1995 — 1999
BA (Hons), Business Studies - including placement year
Insight Capital Research & Management December 2013 - Present
Westhouse Securities August 2010 - December 2013
Liberty International Asset Management 2005 - August 2010
Tokyo Mitsubishi Asset Management 2001 - 2004
Credit Suisse January 2001 - October 2001
Painewebber 1999 - 2001
Skills
Financial Modeling, Valuation, Investments, Asset Managment, Fixed Income, Equities, Finance, Investment Banking, Corporate Finance, Financial Analysis, Equity Research, Mergers, Portfolio Management, Capital Markets, Entrepreneurship, Hedge Funds, Due Diligence, Private Equity, Risk Management, Bloomberg, Asset Management, Emerging Markets, Analysis, Trading, Strategy, Financial Services, Venture Capital, Mergers & Acquisitions, Derivatives, Securities, Financial Markets
Education
Cass Business School 2007 — 2009
Executive MBA
CFA Institute 2002 — 2004
Chartered Financial Analyst (CFA)
The UK Society of Investment Professionals (UKSIP) 2002 — 2002
Investment Management Certificate (IMC)
Financial Services Authority (FSA) 2001 — 2001
Futures and Options Representative
Financial Services Authority (FSA) 2000 — 2000
Securities Representative
University of Plymouth 1995 — 1999
BA (Hons), Business Studies - including placement year
Paulette Tom Paulette Tom's PaineWebber Experience 1984 - 1995
Job Office Administrator Providing Exceptional Customer Service and Operational Support
Industry Financial Services
Experience
Temporary Work 2012 - Present
Moreland School District 2007 - 2011
A.G. Edwards & Sons 2001 - 2001
PaineWebber 1984 - 1995
Dean Witter Reynolds Inc. 1980 - 1984
Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence
Education
Work2Future/Center for Training & Careers
De Anza College
University of Hawaii at Manoa
Temporary Work 2012 - Present
Moreland School District 2007 - 2011
A.G. Edwards & Sons 2001 - 2001
PaineWebber 1984 - 1995
Dean Witter Reynolds Inc. 1980 - 1984
Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence
Education
Work2Future/Center for Training & Careers
De Anza College
University of Hawaii at Manoa
Chris Innes Chris Innes's PaineWebber Experience 1992 - 1994
Job Head of Equities, Americas at BNP Paribas
Industry Banking
Experience
BNP Paribas August 2010 - Present
CJI Capital Markets, Inc. 2009 - 2010
Greenock Capital Management 2007 - 2009
Bank of America January 1998 - December 2006
Salomon Brothers 1994 - 1998
PaineWebber 1992 - 1994
Skills
Investments, Equities, Electronic Trading, Equity Derivatives, Finance, Capital Markets, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Trading, Alternative Investments, Structured Products, Asset Management
Education
Claremont McKenna College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government (double major)
BNP Paribas August 2010 - Present
CJI Capital Markets, Inc. 2009 - 2010
Greenock Capital Management 2007 - 2009
Bank of America January 1998 - December 2006
Salomon Brothers 1994 - 1998
PaineWebber 1992 - 1994
Skills
Investments, Equities, Electronic Trading, Equity Derivatives, Finance, Capital Markets, Derivatives, Financial Markets, Fixed Income, Hedge Funds, Investment Banking, Trading, Alternative Investments, Structured Products, Asset Management
Education
Claremont McKenna College 1988 — 1992
Bachelor of Arts (B.A.), Economics and Government (double major)
Dorothy O'Beirne, SHRM-SCP, SPHR Dorothy O'Beirne, SHRM-SCP, SPHR's PaineWebber Experience October 1976 - October 2000
Job Job search coaching, career planning and development, program management and facilitation
Industry Human Resources
Experience
Dorothy Ricciardi O'Beirne, LLC September 2013 - Present
Rutgers, The State University of New Jersey March 2014 - June 2014
County College of Morris May 2012 - 2014
JFS of Bergen and North Hudson June 2012 - July 2013
UBS Financial Services November 2000 - June 2010
PaineWebber October 1976 - October 2000
Skills
Career Counseling, Resume Writing, Career Development, Job Search Strategies, Job Coaching, Recruiting, Job Search, Human Resources, Training, Leadership Development, Organizational..., Executive Coaching, Coaching, Mentoring, Mentoring New Hires, Professional Mentoring, Peer Mentoring, Management, Leadership, Personal Development, Program Management, Talent Management, Organizational..., Employee Training, Interviews, Workforce Development, Instructional Design, MBTI, Succession Planning, Personnel Management, Career Management, Onboarding, Employee Engagement, Performance Management, Emotional Intelligence, Executive Development, Training Delivery, 360 Feedback, E-Learning, Staff Development, Organizational Design, Culture Change, Employee Relations, Management Development
Education
Pratt Institute
MLS
City University of New York
BA
Dorothy Ricciardi O'Beirne, LLC September 2013 - Present
Rutgers, The State University of New Jersey March 2014 - June 2014
County College of Morris May 2012 - 2014
JFS of Bergen and North Hudson June 2012 - July 2013
UBS Financial Services November 2000 - June 2010
PaineWebber October 1976 - October 2000
Skills
Career Counseling, Resume Writing, Career Development, Job Search Strategies, Job Coaching, Recruiting, Job Search, Human Resources, Training, Leadership Development, Organizational..., Executive Coaching, Coaching, Mentoring, Mentoring New Hires, Professional Mentoring, Peer Mentoring, Management, Leadership, Personal Development, Program Management, Talent Management, Organizational..., Employee Training, Interviews, Workforce Development, Instructional Design, MBTI, Succession Planning, Personnel Management, Career Management, Onboarding, Employee Engagement, Performance Management, Emotional Intelligence, Executive Development, Training Delivery, 360 Feedback, E-Learning, Staff Development, Organizational Design, Culture Change, Employee Relations, Management Development
Education
Pratt Institute
MLS
City University of New York
BA
Andy Kessler Andy Kessler's PaineWebber Experience 1985 - 1989
Job Writer
Industry Writing and Editing
Experience
Self-employed 2002 - Present
Velocity Capital Managment 1995 - 2002
Morgan Stanley 1989 - 1993
PaineWebber 1985 - 1989
Bell Laboratories 1980 - 1985
Education
Cornell University 1976 — 1980
Bachelor of Science (BS), Electrical Engineering
University of Illinois at Urbana-Champaign 1980 — 1981
Masters of Science (MS), Electrical Engineering
Self-employed 2002 - Present
Velocity Capital Managment 1995 - 2002
Morgan Stanley 1989 - 1993
PaineWebber 1985 - 1989
Bell Laboratories 1980 - 1985
Education
Cornell University 1976 — 1980
Bachelor of Science (BS), Electrical Engineering
University of Illinois at Urbana-Champaign 1980 — 1981
Masters of Science (MS), Electrical Engineering
Charles Preusse Charles Preusse's PaineWebber Experience July 1992 - July 1993
Job Partner Ridgeway Partners
Industry Staffing and Recruiting
Experience
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
Ridgeway Partners February 2010 - Present
Cowen and Company March 2001 - February 2010
Prudential Securities July 1995 - March 2001
PaineWebber July 1992 - July 1993
Merrill Lynch July 1990 - July 1992
Education
The Tuck School of Business at Dartmouth 1993 — 1995
MBA, Finance
Columbia College (NY) 1986 — 1990
BA, History
Kent School
John B. Phillips John B. Phillips's PaineWebber Experience 1996 - 1998
Job Managing Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Alon Luss Alon Luss's PaineWebber Experience 1997 - 2000
Job Director | Business Consulting at GFT
Industry Financial Services
Experience
GFT 2015 - Present
Nationstar Mortgage 2013 - 2015
Citi 2003 - 2012
Credit Suisse 2000 - 2003
PaineWebber 1997 - 2000
Telcordia Technologies 1995 - 1997
Skills
Portfolio Management, Loans, Valuation, Asset Management, Due Diligence, ABS, Credit Cards, MBS, Data Analysis, Loan Servicing, SAS, Charge Offs, Mortgage Lending, Risk Management, Analytics, Finance, Strategy, Capital Markets, Bonds
Education
Carnegie Mellon University 1993 — 1995
MS, Information Networking; business, telecommunications, computer science.
University of Pennsylvania
BSE, Computer Science Engineering
GFT 2015 - Present
Nationstar Mortgage 2013 - 2015
Citi 2003 - 2012
Credit Suisse 2000 - 2003
PaineWebber 1997 - 2000
Telcordia Technologies 1995 - 1997
Skills
Portfolio Management, Loans, Valuation, Asset Management, Due Diligence, ABS, Credit Cards, MBS, Data Analysis, Loan Servicing, SAS, Charge Offs, Mortgage Lending, Risk Management, Analytics, Finance, Strategy, Capital Markets, Bonds
Education
Carnegie Mellon University 1993 — 1995
MS, Information Networking; business, telecommunications, computer science.
University of Pennsylvania
BSE, Computer Science Engineering
Hanson Slaughter Hanson Slaughter's PaineWebber Experience July 1994 - August 1998
Job Executive Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee June 2006 - Present
Porter, White & Company April 2002 - April 2006
Forrest Exploration & Development January 1999 - March 2002
PaineWebber July 1994 - August 1998
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Bonds, Finance, Strategic Financial..., Financial Advisory, Private Equity, Financial Services, Securities, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Due Diligence, Financial Structuring, Alternative Investments, Wealth Management, Real Estate, Structured Finance, Project Finance, Mergers & Acquisitions, Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Virginia 1990 — 1994
BS, Finance
Indian Springs School 1986 — 1990
Birmingham, AL
Sterne Agee June 2006 - Present
Porter, White & Company April 2002 - April 2006
Forrest Exploration & Development January 1999 - March 2002
PaineWebber July 1994 - August 1998
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Bonds, Finance, Strategic Financial..., Financial Advisory, Private Equity, Financial Services, Securities, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Managment, Due Diligence, Financial Structuring, Alternative Investments, Wealth Management, Real Estate, Structured Finance, Project Finance, Mergers & Acquisitions, Management
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business Administration and Management, General
University of Virginia 1990 — 1994
BS, Finance
Indian Springs School 1986 — 1990
Birmingham, AL
Dawn Beckford Dawn Beckford's PaineWebber Experience September 1995 - March 1998
Job Regional Team Leader at Rehmann Financial Group
Industry Investment Management
Experience
Rehmann Financial Group April 2007 - Present
YMCA of Greater Cleveland March 1998 - August 2004
PaineWebber September 1995 - March 1998
Comfort Dental Group April 1992 - July 1995
Skills
Leadership, Management, Budgets, Employee Training, Policy, Fundraising, Insurance, Strategic Planning, Team Building, Customer Service, Public Speaking, Nonprofits, Leadership Development, Training, Organizational..., Program Management, Event Planning
Education
Cuyahoga Community College 1996 — 1998
Associates, Business Administration
Rehmann Financial Group April 2007 - Present
YMCA of Greater Cleveland March 1998 - August 2004
PaineWebber September 1995 - March 1998
Comfort Dental Group April 1992 - July 1995
Skills
Leadership, Management, Budgets, Employee Training, Policy, Fundraising, Insurance, Strategic Planning, Team Building, Customer Service, Public Speaking, Nonprofits, Leadership Development, Training, Organizational..., Program Management, Event Planning
Education
Cuyahoga Community College 1996 — 1998
Associates, Business Administration
A.E. (Chip) Anderson A.E. (Chip) Anderson's PaineWebber Experience October 1990 - July 1993
Job Management Consultant
Industry Management Consulting
Experience
Self-employed 2003 - Present
NASA May 1994 - April 1995
PaineWebber October 1990 - July 1993
SmthBarney July 1986 - June 1991
Andreco-Anderson June 1984 - October 1986
Andco Incorporated May 1982 - October 1984
Skills
Management, Marketing, Management Consulting, Business Development, Business Transformation, Strategy, Business Process..., Business Strategy, Change Management, Business Analysis, Organizational Design, Business Process, Program Management, Business Planning, Business Process Design, Financial Modeling, Project Management, Governance, Mergers & Acquisitions, Project Portfolio...
Education
Rice University - Jesse H. Jones Graduate School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Marketing
Canisius College 1977 — 1979
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Amherst Central High School 1970 — 1974
Self-employed 2003 - Present
NASA May 1994 - April 1995
PaineWebber October 1990 - July 1993
SmthBarney July 1986 - June 1991
Andreco-Anderson June 1984 - October 1986
Andco Incorporated May 1982 - October 1984
Skills
Management, Marketing, Management Consulting, Business Development, Business Transformation, Strategy, Business Process..., Business Strategy, Change Management, Business Analysis, Organizational Design, Business Process, Program Management, Business Planning, Business Process Design, Financial Modeling, Project Management, Governance, Mergers & Acquisitions, Project Portfolio...
Education
Rice University - Jesse H. Jones Graduate School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Marketing
Canisius College 1977 — 1979
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Amherst Central High School 1970 — 1974
Camp Davis, CFP®'s PaineWebber Experience 1997 - 1999
Job Vice PresidentInvestments at Raymond James, Private Client Group
Industry Capital Markets
Experience
Raymond James 2010 - Present
SouthTrust - Wachovia - Wells Fargo 1999 - 2010
PaineWebber 1997 - 1999
Skills
Investment Advisory, Wealth Management, Certified Financial..., Wealth Management..., Finance, Investments, Investment Strategies, Financial Advisory, Securities, Retirement Planning
Education
College of Charleston
Bachelor of Science
Raymond James 2010 - Present
SouthTrust - Wachovia - Wells Fargo 1999 - 2010
PaineWebber 1997 - 1999
Skills
Investment Advisory, Wealth Management, Certified Financial..., Wealth Management..., Finance, Investments, Investment Strategies, Financial Advisory, Securities, Retirement Planning
Education
College of Charleston
Bachelor of Science
Keli Brereton Keli Brereton's PaineWebber Experience June 1987 - June 1989
Job VP, Team Leader, Relationship Manager, Wealth Management & Advisory Services at Washington Trust Bank
Industry Investment Management
Experience
Washington Trust Bank May 2012 - Present
Lutheran Community Services NW October 2011 - Present
Pacifica Capital Investments, LLC January 2009 - Present
San Diego Capital Management July 1995 - Present
AH Williams LLC February 2010 - May 2014
San Diego Trust & Savings/First Interstate Bank July 1990 - July 1995
Shearson Lehman Hutton June 1989 - July 1990
PaineWebber June 1987 - June 1989
Skills
CFA, Emerging Markets, Asset Allocation, Alternative Investments, Financial Modeling, Wealth Management, Investments, Chartered Financial..., Securities, Banking, Finance, Financial Analysis
Education
Eastern Washington University
BS, Finance
Washington Trust Bank May 2012 - Present
Lutheran Community Services NW October 2011 - Present
Pacifica Capital Investments, LLC January 2009 - Present
San Diego Capital Management July 1995 - Present
AH Williams LLC February 2010 - May 2014
San Diego Trust & Savings/First Interstate Bank July 1990 - July 1995
Shearson Lehman Hutton June 1989 - July 1990
PaineWebber June 1987 - June 1989
Skills
CFA, Emerging Markets, Asset Allocation, Alternative Investments, Financial Modeling, Wealth Management, Investments, Chartered Financial..., Securities, Banking, Finance, Financial Analysis
Education
Eastern Washington University
BS, Finance
Christina Nalio Christina Nalio's PaineWebber Experience 1995 - 1999
Job Director, Human Resources Staffing
Industry Staffing and Recruiting
Experience
The Forum Group March 2011 - Present
Global Employment Solutions September 2010 - March 2011
Various Companies 2006 - 2010
Nasdaq September 2005 - September 2006
UBS Wealth Management 2004 - 2005
UBS Wealth Management 1999 - 2004
PaineWebber 1995 - 1999
Skills
Recruiting, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Deferred Compensation, Human Resources, Performance Appraisal, Organizational..., HRIS, Personnel Management, Employee Benefits, Applicant Tracking..., Executive Search, College Recruiting, Sourcing, Cold Calling, Internet Recruiting, Temporary Placement, Interviews, Performance Management, Screening, New Hire Orientations, Temporary Staffing, Screening Resumes, Staffing Services, Workforce Planning, Recruitment Advertising, Permanent Placement, Succession Planning, HR Policies, Hiring, HR Consulting, Employee Engagement, Search, Resume Writing
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
The Forum Group March 2011 - Present
Global Employment Solutions September 2010 - March 2011
Various Companies 2006 - 2010
Nasdaq September 2005 - September 2006
UBS Wealth Management 2004 - 2005
UBS Wealth Management 1999 - 2004
PaineWebber 1995 - 1999
Skills
Recruiting, Employee Relations, Talent Acquisition, Talent Management, Onboarding, Deferred Compensation, Human Resources, Performance Appraisal, Organizational..., HRIS, Personnel Management, Employee Benefits, Applicant Tracking..., Executive Search, College Recruiting, Sourcing, Cold Calling, Internet Recruiting, Temporary Placement, Interviews, Performance Management, Screening, New Hire Orientations, Temporary Staffing, Screening Resumes, Staffing Services, Workforce Planning, Recruitment Advertising, Permanent Placement, Succession Planning, HR Policies, Hiring, HR Consulting, Employee Engagement, Search, Resume Writing
Education
City University of New York-Hunter College
Bachelor of Arts, Economics
Irina Beregovich Irina Beregovich's PaineWebber Experience 1998 - 2000
Job Operations and Project Manager at Intime Technologies, Inc.
Industry Information Technology and Services
Experience
Intime Technologies, Inc. 2014 - Present
Intime Technologies, Inc. 2004 - Present
Chelsea Piers/Pier 60 April 2013 - May 2015
The Peninsula New York February 2013 - April 2013
Chelsea Piers/Pier 60 December 2006 - April 2013
Robbins Wolfe Eventeurs 2003 - 2006
CEO Catering 2002 - 2003
Catering and Restaurant Industry Freelance 2001 - 2003
PaineWebber 1998 - 2000
Cinematheque Video 1995 - 1998
Skills
Culinary Skills, Hospitality, Teamwork, Leadership, Cooking, Banquets, Food Safety, Inventory Management, Management, Project Management, Operations Management, Culinary Education, Hospitality Management, Fine Dining, Purchasing, Food & Beverage, Menu Development, Catering, Food, Forecasting, Hospitality Industry, Hotels
Education
Institute of Culinary Education 2012 — 2013
Diploma, Hospitality Administration/Management
Institute of Culinary Education 2001 — 2002
Diploma, Career Culinary Arts
Hunter College 1992 — 1998
Bachelor's degree, Computer Science
Intime Technologies, Inc. 2014 - Present
Intime Technologies, Inc. 2004 - Present
Chelsea Piers/Pier 60 April 2013 - May 2015
The Peninsula New York February 2013 - April 2013
Chelsea Piers/Pier 60 December 2006 - April 2013
Robbins Wolfe Eventeurs 2003 - 2006
CEO Catering 2002 - 2003
Catering and Restaurant Industry Freelance 2001 - 2003
PaineWebber 1998 - 2000
Cinematheque Video 1995 - 1998
Skills
Culinary Skills, Hospitality, Teamwork, Leadership, Cooking, Banquets, Food Safety, Inventory Management, Management, Project Management, Operations Management, Culinary Education, Hospitality Management, Fine Dining, Purchasing, Food & Beverage, Menu Development, Catering, Food, Forecasting, Hospitality Industry, Hotels
Education
Institute of Culinary Education 2012 — 2013
Diploma, Hospitality Administration/Management
Institute of Culinary Education 2001 — 2002
Diploma, Career Culinary Arts
Hunter College 1992 — 1998
Bachelor's degree, Computer Science
Connie Ozyjowski's PaineWebber Experience 1985 - 2000
Job Associate Director of Donor Engagement at University of Portland
Industry Fund-Raising
Experience
University of Portland November 2013 - Present
All Saints SAC 2007 - 2015
College Possible March 2013 - November 2013
PaineWebber 1985 - 2000
Skills
Nonprofits, Fundraising, Volunteer Management, Community Outreach, Management, Strategic Planning, Event Planning, Grant Writing, Grants, Leadership, Event Management
Education
University of Portland 2011 — 2013
MBA in Non Profit Management, Non Profit Managment
Coe College 1981 — 1985
BA, Business Administration, Accounting
University of Portland November 2013 - Present
All Saints SAC 2007 - 2015
College Possible March 2013 - November 2013
PaineWebber 1985 - 2000
Skills
Nonprofits, Fundraising, Volunteer Management, Community Outreach, Management, Strategic Planning, Event Planning, Grant Writing, Grants, Leadership, Event Management
Education
University of Portland 2011 — 2013
MBA in Non Profit Management, Non Profit Managment
Coe College 1981 — 1985
BA, Business Administration, Accounting
Cheryl Kirsten Cheryl Kirsten's PaineWebber Experience February 1998 - February 2000
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
TD Wealth Management January 2014 - Present
Fifth Third Private Bank June 2012 - December 2013
UBS Wealth Management 2008 - 2010
UBS Financial Services April 2002 - April 2008
UBS PaineWebber, Inc. January 2000 - April 2002
PaineWebber February 1998 - February 2000
Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning
Education
FAU 2015 — 2015
CFA Level 1 Candidate
Rice University 2002 — 2005
CFP, Financial Planning
University of Connecticut 1994 — 1997
MBA, finance, accounting
Chatham Twp. elem
bachelor of jungle gym, napping and playtime
Colgate University
BA, French Lit and Grammar
FAU
Nustrat Olabiyi's PaineWebber Experience June 2000 - August 2000
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America October 2010 - Present
Bank of America May 2006 - September 2010
MBNA March 2001 - April 2006
PaineWebber June 2000 - August 2000
Education
Widener University 2002 — 2004
MBA, Administration
Delaware State University 1997 — 2001
Bachelor of Science, Finance and Bnaking
Bank of America October 2010 - Present
Bank of America May 2006 - September 2010
MBNA March 2001 - April 2006
PaineWebber June 2000 - August 2000
Education
Widener University 2002 — 2004
MBA, Administration
Delaware State University 1997 — 2001
Bachelor of Science, Finance and Bnaking
Keith Horowitz Keith Horowitz's PaineWebber Experience 1997 - 2000
Job Managing Director at Citi
Industry Financial Services
David Kritzer David Kritzer's PaineWebber Experience January 1994 - March 2000
Job Kritzer Castellaw Wealth Management Group
Industry Financial Services
Experience
UBS Private Wealth Management November 2008 - Present
Deutsche Bank March 2000 - November 2008
PaineWebber January 1994 - March 2000
AT&T January 1989 - December 1993
Education
Fairleigh Dickinson University 1991 — 1993
Master of Science, Finance
Canisius College 1983 — 1987
B.S., Accounting
UBS Private Wealth Management November 2008 - Present
Deutsche Bank March 2000 - November 2008
PaineWebber January 1994 - March 2000
AT&T January 1989 - December 1993
Education
Fairleigh Dickinson University 1991 — 1993
Master of Science, Finance
Canisius College 1983 — 1987
B.S., Accounting
Ron Resnick, PMP, LSSGB, ITIL Ron Resnick, PMP, LSSGB, ITIL's PaineWebber Experience 1998 - 2000
Job Project Manager at Citigroup for Polaris Software Lab
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2010 - August 2013
Citigroup May 2004 - November 2008
Prudential Financial 2000 - 2004
PaineWebber 1998 - 2000
Skills
Project Planning, Process Improvement, Quality Assurance, Business Analysis, Requirements Gathering, Problem Solving, Vendor, Risk, SDLC, PMP, MS Project, Visio, Vendor Management, Vendor Relations, Mentoring, Mainframe, ITIL, Business Requirements, Requirements Analysis, Team Building, Resource Management, IT Management, Six Sigma, Application Development, Systems Analysis, Deployment, Analysis, User Acceptance Testing, SharePoint, Software Development, System Deployment, Software Documentation, Risk Management, Project Management, Financial Risk, Management, Testing, Business Process..., Vendors, Leadership, CRM, Unix, Business Process, Business Intelligence, IT Strategy, Training, Performance Management, Team Leadership, Process Engineering, Enterprise Software
Education
Stevens Institute of Technology 1981 — 1985
MS
City University of New York-Brooklyn College 1974 — 1979
BS
Morgan Stanley Smith Barney May 2010 - August 2013
Citigroup May 2004 - November 2008
Prudential Financial 2000 - 2004
PaineWebber 1998 - 2000
Skills
Project Planning, Process Improvement, Quality Assurance, Business Analysis, Requirements Gathering, Problem Solving, Vendor, Risk, SDLC, PMP, MS Project, Visio, Vendor Management, Vendor Relations, Mentoring, Mainframe, ITIL, Business Requirements, Requirements Analysis, Team Building, Resource Management, IT Management, Six Sigma, Application Development, Systems Analysis, Deployment, Analysis, User Acceptance Testing, SharePoint, Software Development, System Deployment, Software Documentation, Risk Management, Project Management, Financial Risk, Management, Testing, Business Process..., Vendors, Leadership, CRM, Unix, Business Process, Business Intelligence, IT Strategy, Training, Performance Management, Team Leadership, Process Engineering, Enterprise Software
Education
Stevens Institute of Technology 1981 — 1985
MS
City University of New York-Brooklyn College 1974 — 1979
BS
Richard Klugman Richard Klugman's PaineWebber Experience August 1994 - February 1997
Job telecom & technology analyst
Industry Investment Management
Experience
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Rei Shinozuka Rei Shinozuka's PaineWebber Experience August 1993 - November 2000
Job Director Model Risk Management, FHLBNY | MBS & ABS Strategist | Fixed Income Researcher | ERM Governance
Industry Capital Markets
Experience
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Federal Home Loan Bank of New York October 2010 - Present
UBS Investment Bank July 2006 - October 2009
Morgan Stanley December 2002 - January 2005
UBS Warburg July 2000 - November 2002
PaineWebber August 1993 - November 2000
Skills
Fixed Income, MBS, Credit Risk, ABS, Financial Risk, Capital Markets, CDO, Credit, Bonds, Derivatives, Banking, Economics, Analytics, C++, C, Python, R, Structured Products, Securitization, Risk Management, Structured Finance, Quantitative Finance
Education
Columbia University - Columbia Business School
MBA, Finance and Economics Concentration
Columbia University in the City of New York
BA, Computer Science
Columbia University in the City of New York
MS, Computer Science
Cheryl Sott Cheryl Sott's PaineWebber Experience January 1992 - March 1999
Job CEO, It's Intoxicating
Industry Cosmetics
Experience
It's Intoxicating Beauty Brands March 2009 - Present
Aromapothecary March 1999 - March 2009
Painewebber January 1992 - March 1999
Skills
Spa, Skin Care, Beauty Industry, Cosmetics, Wellness, Fragrance, Personal Care, Makeup Artistry, Luxury Goods, Nutrition, Resorts, Social Networking, Consumer Products, Hospitality, Marketing, Lifestyle, Holistic Health, Fashion, Aesthetics, International Marketing, Luxury, Retail, Hair Care, Brand Management, Brand Development, Aromatherapy, Marketing Strategy, Merchandising, Luxury Lifestyle, Market Planning, Cosmetology, Trade Shows, Marketing Management, Styling, Entrepreneurship, Brand Awareness, Product Development, Therapeutic Massage, Wholesale, Product Innovation, Online Marketing, Global Marketing, Market Analysis, P&L Management, Product Marketing
Education
Cornell University 2011 — 2012
Hospitality Marketing
New York University 1986 — 1991
It's Intoxicating Beauty Brands March 2009 - Present
Aromapothecary March 1999 - March 2009
Painewebber January 1992 - March 1999
Skills
Spa, Skin Care, Beauty Industry, Cosmetics, Wellness, Fragrance, Personal Care, Makeup Artistry, Luxury Goods, Nutrition, Resorts, Social Networking, Consumer Products, Hospitality, Marketing, Lifestyle, Holistic Health, Fashion, Aesthetics, International Marketing, Luxury, Retail, Hair Care, Brand Management, Brand Development, Aromatherapy, Marketing Strategy, Merchandising, Luxury Lifestyle, Market Planning, Cosmetology, Trade Shows, Marketing Management, Styling, Entrepreneurship, Brand Awareness, Product Development, Therapeutic Massage, Wholesale, Product Innovation, Online Marketing, Global Marketing, Market Analysis, P&L Management, Product Marketing
Education
Cornell University 2011 — 2012
Hospitality Marketing
New York University 1986 — 1991
Joy S. Rosenthal Joy S. Rosenthal's PaineWebber Experience 1984 - 1988
Job Rosenthal Law & Mediation
Industry Alternative Dispute Resolution
Experience
Rosenthal Law & Mediation 2006 - Present
Rosenthal Law & Mediation 2007 - Present
Legal Aid Society Juvenile Rights Division March 1997 - November 2006
The Legal Aid Society of New York, Juvenile Rights Practice 1997 - 2006
NYU School of Law Family Defense Clinic September 2001 - September 2002
New York University 1990 - 1993
PaineWebber 1984 - 1988
Connecticut Citizen Action Group 1980 - 1981
Skills
mediator, Collaborative Law, Divorce, Family Law, Dispute Resolution, Alternative Dispute..., Wills, Living Wills, Family Issues, Adoption, Public Speaking, Writing, Mediation, Trials, Courts, Legal Assistance, Domestic Relations, Hearings, Trial Practice, Prenuptial Agreements, Guardianship, Immigration Law, Legal Advice, Estate Administration, Family Mediation, Adolescents, Conflict Resolution, Property Law, Dispute, Family Therapy, Paternity, Litigation, Collaborative Practice, Legal Issues, Separation, Elder Law, Powers of Attorney, Legal Research, Trusts, Appeals, Attorneys
Education
City University of New York School of Law at Queens College 1993 — 1996
JD
Harvard University 1983 — 1984
University of Massachusetts, Amherst 1978 — 1980
BA
Smith College 1976 — 1978
BA
FDCAC 2001 — 2004
Rosenthal Law & Mediation 2006 - Present
Rosenthal Law & Mediation 2007 - Present
Legal Aid Society Juvenile Rights Division March 1997 - November 2006
The Legal Aid Society of New York, Juvenile Rights Practice 1997 - 2006
NYU School of Law Family Defense Clinic September 2001 - September 2002
New York University 1990 - 1993
PaineWebber 1984 - 1988
Connecticut Citizen Action Group 1980 - 1981
Skills
mediator, Collaborative Law, Divorce, Family Law, Dispute Resolution, Alternative Dispute..., Wills, Living Wills, Family Issues, Adoption, Public Speaking, Writing, Mediation, Trials, Courts, Legal Assistance, Domestic Relations, Hearings, Trial Practice, Prenuptial Agreements, Guardianship, Immigration Law, Legal Advice, Estate Administration, Family Mediation, Adolescents, Conflict Resolution, Property Law, Dispute, Family Therapy, Paternity, Litigation, Collaborative Practice, Legal Issues, Separation, Elder Law, Powers of Attorney, Legal Research, Trusts, Appeals, Attorneys
Education
City University of New York School of Law at Queens College 1993 — 1996
JD
Harvard University 1983 — 1984
University of Massachusetts, Amherst 1978 — 1980
BA
Smith College 1976 — 1978
BA
FDCAC 2001 — 2004
Alexandra Coluccio Alexandra Coluccio's PaineWebber Experience January 1996 - January 1999
Job Experienced Human Resources and Customer Service Manager
Industry Financial Services
Experience
UBS May 2007 - March 2010
UBS Financial Services February 2001 - April 2007
UBS / PaineWebber February 1999 - January 2001
PaineWebber January 1996 - January 1999
Education
City University of New York-Brooklyn College 1992 — 1994
MA, Industrial & Organizational Psychology
UBS May 2007 - March 2010
UBS Financial Services February 2001 - April 2007
UBS / PaineWebber February 1999 - January 2001
PaineWebber January 1996 - January 1999
Education
City University of New York-Brooklyn College 1992 — 1994
MA, Industrial & Organizational Psychology
Ej Karsten Ej Karsten's PaineWebber Experience October 1994 - July 2000
Job Sr. Vice President, Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
UBS Wealth Management 1991 - Present
PaineWebber October 1994 - July 2000
Kidder Peabody January 1991 - October 1994
Dean Witter January 1988 - January 1991
Merrill Lynch July 1982 - January 1991
Education
Eastern Illinois University 1977 — 1981
BS, Marketing
Javier Luzarraga Javier Luzarraga's PaineWebber Experience 1995 - 1997
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Wells Fargo October 2013 - Present
Deloitte & Touche, LLP 2007 - Present
Wachovia, A Wells Fargo Company 2005 - 2007
Wachovia Securities 2004 - 2007
Toll Brothers 2001 - 2004
Lazard Freres & Co. 1997 - 1998
PaineWebber 1995 - 1997
Skills
Valuation, Investment Banking, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Financial Analysis, Mergers, Capital Markets, Banking, Risk Management, Private Equity, Credit, Financial Structuring, Investments, Credit Risk, Strategic Financial..., Financial Risk, Loans, Strategy, Mergers
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA), Finance, General
Georgetown University 1991 — 1995
Bachelor of Arts (B.A.)
Jason Whitt Jason Whitt's PaineWebber Experience 1997 - 1999
Job Financial Advisory and Strategic Consulting
Industry Financial Services
Experience
Sand River Capital Advisors LLC March 2012 - Present
StormHarbour Securities March 2010 - March 2012
Reliance International LLC 2007 - 2009
Treflie Capital Management, LLC 2004 - 2007
Lehman Brothers 1999 - 2001
PaineWebber 1997 - 1999
Lord Abbett 1996 - 1997
Skills
Distressed Debt, Special Situations, Alternative Investments, Hedge Funds, Restructuring, Debt Restructuring, Debt Structuring, Middle Market, Private Equity, Private Placements, Private Wealth..., Financial Modeling, Financial Analysis, Financial Markets, Financial Advisory, Consultative Selling, Deal Execution, Deal Sourcing, Capital Introduction
Education
The University of Chicago Booth School of Business 2001 — 2003
IMBA
University of Cape Town 2002 — 2002
Colgate University 1992 — 1996
BA
The Lawrenceville School 1989 — 1992
Sand River Capital Advisors LLC March 2012 - Present
StormHarbour Securities March 2010 - March 2012
Reliance International LLC 2007 - 2009
Treflie Capital Management, LLC 2004 - 2007
Lehman Brothers 1999 - 2001
PaineWebber 1997 - 1999
Lord Abbett 1996 - 1997
Skills
Distressed Debt, Special Situations, Alternative Investments, Hedge Funds, Restructuring, Debt Restructuring, Debt Structuring, Middle Market, Private Equity, Private Placements, Private Wealth..., Financial Modeling, Financial Analysis, Financial Markets, Financial Advisory, Consultative Selling, Deal Execution, Deal Sourcing, Capital Introduction
Education
The University of Chicago Booth School of Business 2001 — 2003
IMBA
University of Cape Town 2002 — 2002
Colgate University 1992 — 1996
BA
The Lawrenceville School 1989 — 1992
Michael Bolanis Michael Bolanis's PaineWebber Experience October 1997 - July 1999
Job Independent Financial and Retirement Consultant seeking new opportunities
Industry Financial Services
Experience
SunTrust Investment Services August 2013 - May 2015
MetLife April 2012 - August 2013
Lincoln Financial Group January 2001 - January 2011
Lincoln Financial Group November 2005 - November 2009
Lincoln Financial Group November 2001 - November 2005
Evergreen Investment Services January 1999 - January 2000
PaineWebber October 1997 - July 1999
Bolan's Candies January 1994 - January 1997
Skills
Retirement Planning, Series 63, Series 7, Series 24, Investments, Retirement, Finance, Mutual Funds, Financial Services, Strategic Planning, Asset Management, IRAs, 401k, 403 b, 457 Plans
Education
Cornell University 1990 — 1994
BS, Hotel Administration
Shady Side Academy 1979 — 1990
SunTrust Investment Services August 2013 - May 2015
MetLife April 2012 - August 2013
Lincoln Financial Group January 2001 - January 2011
Lincoln Financial Group November 2005 - November 2009
Lincoln Financial Group November 2001 - November 2005
Evergreen Investment Services January 1999 - January 2000
PaineWebber October 1997 - July 1999
Bolan's Candies January 1994 - January 1997
Skills
Retirement Planning, Series 63, Series 7, Series 24, Investments, Retirement, Finance, Mutual Funds, Financial Services, Strategic Planning, Asset Management, IRAs, 401k, 403 b, 457 Plans
Education
Cornell University 1990 — 1994
BS, Hotel Administration
Shady Side Academy 1979 — 1990
Drexel Hallaway Drexel Hallaway's PaineWebber Experience 1994 - 1995
Job Research Scientist at Northern Digital Inc. (NDI)
Industry Aviation & Aerospace
Experience
Northern Digital Inc. (NDI) April 2015 - Present
Thalmic Labs October 2014 - Present
Hallaway Technical Consulting April 2014 - Present
Northern Digital Inc. (NDI) June 2014 - March 2015
Nikon Metrology Canada / Metris Canada March 2008 - March 2014
Metris / ArcSecond, Inc. May 2004 - February 2008
NatWest Markets 1995 - 1998
PaineWebber 1994 - 1995
PaineWebber 1992 - 1994
Palm Beach Opera 1984 - 1994
Skills
Metrology, Simulations, Systems Analysis, Systems Engineering, Applied Physics, Applied Mathematics, Analog Circuits, SPICE, Optics, Programming, Matlab, C#, Electronics, Algorithms, Software Design, Mathematical Modeling, System Architecture, Testing, Engineering, Product Development
Education
Columbia University in the City of New York 2000 — 2009
Ph.D. Candidate (ABD, but on hiatus), Computer Science (Augmented and Virtual Reality)
Columbia University in the City of New York 2003 — 2004
M.Phil., Computer Science
Columbia Engineering 2000 — 2003
M.S., Computer Science
Hobe Sound Bible College 1998 — 1998
Bachelor's Degree, General Studies: Voice Perf., Mathematics, Religion
Northern Digital Inc. (NDI) April 2015 - Present
Thalmic Labs October 2014 - Present
Hallaway Technical Consulting April 2014 - Present
Northern Digital Inc. (NDI) June 2014 - March 2015
Nikon Metrology Canada / Metris Canada March 2008 - March 2014
Metris / ArcSecond, Inc. May 2004 - February 2008
NatWest Markets 1995 - 1998
PaineWebber 1994 - 1995
PaineWebber 1992 - 1994
Palm Beach Opera 1984 - 1994
Skills
Metrology, Simulations, Systems Analysis, Systems Engineering, Applied Physics, Applied Mathematics, Analog Circuits, SPICE, Optics, Programming, Matlab, C#, Electronics, Algorithms, Software Design, Mathematical Modeling, System Architecture, Testing, Engineering, Product Development
Education
Columbia University in the City of New York 2000 — 2009
Ph.D. Candidate (ABD, but on hiatus), Computer Science (Augmented and Virtual Reality)
Columbia University in the City of New York 2003 — 2004
M.Phil., Computer Science
Columbia Engineering 2000 — 2003
M.S., Computer Science
Hobe Sound Bible College 1998 — 1998
Bachelor's Degree, General Studies: Voice Perf., Mathematics, Religion
Frank J. Ward Frank J. Ward's PaineWebber Experience October 1986 - July 1998
Job Senior Manager of Investments & Planning at First National Bank of Omaha, Advisor with Raymond James Financial Services
Industry Financial Services
Experience
First National Bank of Omaha April 2013 - Present
Raymond James Financial, Inc. June 2015 - Present
Special Olympics 2007 - Present
Ameriprise Financial Services, Inc. August 2008 - April 2013
Wachovia Securities July 1998 - August 2008
PaineWebber October 1986 - July 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...
Education
College for Financial Planning 2008 — 2012
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha 1980 — 1985
Bachelor of Science, Biology & Business Administration
University of Nebraska-Lincoln 1975 — 1980
Bachelor of Science, Zoology
First National Bank of Omaha April 2013 - Present
Raymond James Financial, Inc. June 2015 - Present
Special Olympics 2007 - Present
Ameriprise Financial Services, Inc. August 2008 - April 2013
Wachovia Securities July 1998 - August 2008
PaineWebber October 1986 - July 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Money Management, Retirement Planning, Wealth Management..., Insurance, Estate Planning, Risk Management, Charitable Gift Planning, Strategic Financial...
Education
College for Financial Planning 2008 — 2012
Master of Science (M.S.), Financial Planning
University of Nebraska at Omaha 1980 — 1985
Bachelor of Science, Biology & Business Administration
University of Nebraska-Lincoln 1975 — 1980
Bachelor of Science, Zoology
Laura Edmonds Laura Edmonds's PaineWebber Experience August 1991 - May 1997
Job Owner, Farmers Insurance
Industry Insurance
Experience
Farmers Insurance September 2003 - Present
Business Person of year 2008-2009 June 2008 - June 2009
Hyperion Solutions June 1999 - May 2003
PaineWebber August 1991 - May 1997
Education
Clackamas Community College
Farmers Insurance September 2003 - Present
Business Person of year 2008-2009 June 2008 - June 2009
Hyperion Solutions June 1999 - May 2003
PaineWebber August 1991 - May 1997
Education
Clackamas Community College
Ron Forkin Ron Forkin's PaineWebber Experience 1987 - 2001
Job Director of Storage Engineering
Industry Health, Wellness and Fitness
Experience
CIGNA Healthcare 2011 - Present
International Computerware April 2008 - November 2011
EMC 2003 - 2008
StorageApps 2001 - 2002
PaineWebber 1987 - 2001
First Boston 1984 - 1987
Education
City University of New York
Wang
CIGNA Healthcare 2011 - Present
International Computerware April 2008 - November 2011
EMC 2003 - 2008
StorageApps 2001 - 2002
PaineWebber 1987 - 2001
First Boston 1984 - 1987
Education
City University of New York
Wang
Steven Dangel's PaineWebber Experience July 1973 - September 1988
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates April 2009 - Present
Merrill Lynch September 1988 - April 2009
PaineWebber July 1973 - September 1988
Skills
Investments, Securities, Retirement Planning, Series 7, Investment Advisory
Education
Central Michigan University 1970 — 1972
Masters Degree in Business Administration, Management
Ferris State University 1966 — 1968
Bachelors Degree in Business Administration, Management
Raymond James & Associates April 2009 - Present
Merrill Lynch September 1988 - April 2009
PaineWebber July 1973 - September 1988
Skills
Investments, Securities, Retirement Planning, Series 7, Investment Advisory
Education
Central Michigan University 1970 — 1972
Masters Degree in Business Administration, Management
Ferris State University 1966 — 1968
Bachelors Degree in Business Administration, Management
Cally Rieman Cally Rieman's PaineWebber Experience 1994 - 1996
Job Designer at KAL RIEMAN, Inc.
Industry Apparel & Fashion
Experience
KAL RIEMAN, Inc. 2009 - Present
William Carter Company 2006 - 2009
Tommy Hilfiger USA, Inc. 2002 - 2006
Rubin Chapelle 2001 - 2002
Jean Charles de Castelbajac 2000 - 2001
PaineWebber 1994 - 1996
Skills
Textiles, Fashion, Apparel, Photoshop, Illustrator, InDesign, Fashion Illustration, Creative Direction, Merchandising, Styling, Adobe Creative Suite, Concept Development, Illustration, Sportswear, Fit, Draping, Wovens, Tailoring, Denim, Fashion Design, Product Development, Tech Packs, Outerwear, Luxury Goods, Photo Shoots, WebPDM, Fashion Buying, Wardrobe, Trend, Strategic Visionary, Textile Design, Private Label, Fashion Shows, Trend Forecasting, Technical Design, Sweaters, Mood Boards, Sewing, Fitting, Screen Printing, Leather, Pattern, Knitwear, Trend Analysis, Shoes, Shirts, Embroidery, Visual Merchandising, Sketching
Education
The School of the Art Institute of Chicago 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Fashion/Apparel Design
Denison University 1989 — 1993
BA, Political Science, East Asian Studies
KAL RIEMAN, Inc. 2009 - Present
William Carter Company 2006 - 2009
Tommy Hilfiger USA, Inc. 2002 - 2006
Rubin Chapelle 2001 - 2002
Jean Charles de Castelbajac 2000 - 2001
PaineWebber 1994 - 1996
Skills
Textiles, Fashion, Apparel, Photoshop, Illustrator, InDesign, Fashion Illustration, Creative Direction, Merchandising, Styling, Adobe Creative Suite, Concept Development, Illustration, Sportswear, Fit, Draping, Wovens, Tailoring, Denim, Fashion Design, Product Development, Tech Packs, Outerwear, Luxury Goods, Photo Shoots, WebPDM, Fashion Buying, Wardrobe, Trend, Strategic Visionary, Textile Design, Private Label, Fashion Shows, Trend Forecasting, Technical Design, Sweaters, Mood Boards, Sewing, Fitting, Screen Printing, Leather, Pattern, Knitwear, Trend Analysis, Shoes, Shirts, Embroidery, Visual Merchandising, Sketching
Education
The School of the Art Institute of Chicago 1996 — 2000
Bachelor of Fine Arts (B.F.A.), Fashion/Apparel Design
Denison University 1989 — 1993
BA, Political Science, East Asian Studies
Skip Stern Skip Stern's PaineWebber Experience June 1981 - July 1987
Job Senior Banking Executive
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Merrill Lynch May 2010 - Present
Wachovia Bank March 2007 - November 2008
CIBC World Markets November 1999 - April 2006
CIBC World Markets August 1996 - October 1999
Fieldstone Private Capital Group L.P. January 1993 - July 1996
The Transportation Group February 1989 - January 1993
Paine Webber July 1987 - February 1989
PaineWebber June 1981 - July 1987
Skills
Private Lending, Loan Structuring, Credit, Securities Lending, Underwriting, Credit Risk, High Net Worth..., Securitization, Restructuring, Workout, Private Placements, Syndication, Aircraft Finance, Aircraft Leasing, Trade Finance, Equity Research, Structured Finance, Financial Structuring, Loans, Series 7, Series 66, Private Banking
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Harvard University 1977 — 1981
AB, Economics
Mamaroneck High School
Jeff Krebs Jeff Krebs's PaineWebber Experience June 1998 - June 2002
Job Managing Partner at Milestone Insurance Group LLC
Industry Insurance
Experience
Milestone Insurance Group August 2007 - Present
Flood & Peterson Insurance, Inc. July 2002 - July 2007
PaineWebber June 1998 - June 2002
Skills
Professional Liability, Risk Management, Liability, Workers Compensation, Insurance
Education
Colorado State University 1988 — 1993
Bachelor of Arts, Economics
The University of Memphis 1991 — 1991
Mundelein High School 1984 — 1988
High School Diploma
Milestone Insurance Group August 2007 - Present
Flood & Peterson Insurance, Inc. July 2002 - July 2007
PaineWebber June 1998 - June 2002
Skills
Professional Liability, Risk Management, Liability, Workers Compensation, Insurance
Education
Colorado State University 1988 — 1993
Bachelor of Arts, Economics
The University of Memphis 1991 — 1991
Mundelein High School 1984 — 1988
High School Diploma
Barry Cash Barry Cash's PaineWebber Experience 1997 - 1999
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Fidelity Investments March 2013 - Present
Cabot Lodge April 2012 - September 2012
Lehman Brothers March 2009 - January 2012
Citi Smith Barney August 2004 - March 2009
UBS Wealth Management 1999 - 2004
PaineWebber 1997 - 1999
Fidelity Investments 1995 - 1997
Golle & Holmes Custom Education 1991 - 1995
Damson Oil Corporation 1985 - 1987
Education
University of Virginia Darden School of Business 1999 — 1999
Executive Education Certificate Program, Leadership Program
City University of New York-Herbert H. Lehman College 1981 — 1984
BA, Political Science
Bronx High School of Science 1976 — 1980
PS 94 1968 — 1974
Lee McGowan's PaineWebber Experience 1998 - 2000
Job Managing Director at Monument Group Wealth Advisors
Industry Investment Management
Experience
Monument Group Wealth Advisors, LLC July 2010 - Present
TFC Financial Management 2004 - July 2010
About.com / The New York Times Co. April 2009 - June 2010
Wachovia Securities, LLC 2000 - 2004
PaineWebber 1998 - 2000
Skills
Asset Management, Asset Allocation, Estate Planning, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2000 — 2002
Hanover College 1989 — 1993
B.A., Business Administration
Monument Group Wealth Advisors, LLC July 2010 - Present
TFC Financial Management 2004 - July 2010
About.com / The New York Times Co. April 2009 - June 2010
Wachovia Securities, LLC 2000 - 2004
PaineWebber 1998 - 2000
Skills
Asset Management, Asset Allocation, Estate Planning, Finance, Financial Planning, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Wealth Management
Education
College for Financial Planning 2000 — 2002
Hanover College 1989 — 1993
B.A., Business Administration
Neil Verma Neil Verma's PaineWebber Experience 2000 - 2001
Job Global Payroll Solution Architect at Xerox HR Services
Industry Human Resources
Experience
Xerox HR Services May 2015 - Present
NFP September 2014 - May 2015
Deloitte April 2014 - September 2014
Aon Hewitt July 2013 - November 2013
TCS 2008 - May 2013
Accenture January 2007 - April 2008
Dick's Sporting Goods 2005 - 2006
Melon 2002 - 2005
PaineWebber 2000 - 2001
National City Bank 1997 - 2000
Skills
BPO, Payroll, Integration, Performance Management, Employee Relations, Human Resources, BPO Sales, PeopleSoft, SAP, Outsourcing, Service Delivery, Deferred Compensation, SAP HR, Business Transformation, Business Process, HRIS, Employee Benefits, Training, Management
Education
Case Western Reserve University 1998 — 2000
MBA, Finance
Case Western Reserve University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Xerox HR Services May 2015 - Present
NFP September 2014 - May 2015
Deloitte April 2014 - September 2014
Aon Hewitt July 2013 - November 2013
TCS 2008 - May 2013
Accenture January 2007 - April 2008
Dick's Sporting Goods 2005 - 2006
Melon 2002 - 2005
PaineWebber 2000 - 2001
National City Bank 1997 - 2000
Skills
BPO, Payroll, Integration, Performance Management, Employee Relations, Human Resources, BPO Sales, PeopleSoft, SAP, Outsourcing, Service Delivery, Deferred Compensation, SAP HR, Business Transformation, Business Process, HRIS, Employee Benefits, Training, Management
Education
Case Western Reserve University 1998 — 2000
MBA, Finance
Case Western Reserve University 1998 — 2000
Master of Business Administration (MBA), Accounting and Finance
Dennis Tanner Dennis Tanner's PaineWebber Experience February 1990 - July 2001
Job Registered Investment Advisor
Industry Financial Services
Experience
LPL Financial August 2012 - Present
National Securities September 2008 - July 2012
vFinance Investments, Inc. June 2001 - July 2012
vFinance Investments, Inc. 2001 - July 2012
PaineWebber February 1990 - July 2001
The New York Times March 1966 - January 1990
Skills
Series 7, 24, 63, 66,..., Investments, Fixed Annuities, Alternative Investments, Insurance, Securities, Wealth Management, FINRA, Retirement, Investment Advisory, Portfolio Management, Due Diligence, Compliance, Annuities
Education
City University of New York-Brooklyn College 1968 — 1971
B.S., Accounting
LPL Financial August 2012 - Present
National Securities September 2008 - July 2012
vFinance Investments, Inc. June 2001 - July 2012
vFinance Investments, Inc. 2001 - July 2012
PaineWebber February 1990 - July 2001
The New York Times March 1966 - January 1990
Skills
Series 7, 24, 63, 66,..., Investments, Fixed Annuities, Alternative Investments, Insurance, Securities, Wealth Management, FINRA, Retirement, Investment Advisory, Portfolio Management, Due Diligence, Compliance, Annuities
Education
City University of New York-Brooklyn College 1968 — 1971
B.S., Accounting
Marcella Bilicska Marcella Bilicska's PaineWebber Experience June 1995 - February 2001
Job Financial Services Professional
Industry Financial Services
Experience
Education February 2009 - June 2013
UBS Financial Services February 2001 - September 2008
PaineWebber June 1995 - February 2001
Skills
Process Improvement, Disaster Recovery, Cross-functional Team..., Access, Security, Software Documentation, Leadership, Strategy, Management, Networking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.96
DeVry University 2009 — 2011
Bachelors, Science Technical Management; Business Information Systems, 3.86
Devry Technical Institute 1993 — 1995
Programming
Education February 2009 - June 2013
UBS Financial Services February 2001 - September 2008
PaineWebber June 1995 - February 2001
Skills
Process Improvement, Disaster Recovery, Cross-functional Team..., Access, Security, Software Documentation, Leadership, Strategy, Management, Networking
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.96
DeVry University 2009 — 2011
Bachelors, Science Technical Management; Business Information Systems, 3.86
Devry Technical Institute 1993 — 1995
Programming
Susie Goldberg Susie Goldberg's PaineWebber Experience 1999 - 2000
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2004 - Present
Merrill Lynch December 2000 - June 2002
PaineWebber 1999 - 2000
Skills
Sales, Equities, Financial Services, Customer Service, Marketing, Microsoft Office
Education
Holmdel High School 1990 — 1994
High School
City University of New York-Hunter College
Lynn University
Palm Beach State College
Wells Fargo Advisors October 2004 - Present
Merrill Lynch December 2000 - June 2002
PaineWebber 1999 - 2000
Skills
Sales, Equities, Financial Services, Customer Service, Marketing, Microsoft Office
Education
Holmdel High School 1990 — 1994
High School
City University of New York-Hunter College
Lynn University
Palm Beach State College
Steven/Shags Shagrin, JD, CFP®, CRPC®, CRC® Steven/Shags Shagrin, JD, CFP®, CRPC®, CRC®'s PaineWebber Experience April 1982 - April 1993
Job Owner at Steven S. Shagrin Company
Industry Professional Training & Coaching
Experience
Steven S. Shagrin Company January 2011 - Present
The Money Coaching Institute August 2008 - Present
Planning For Life March 2003 - October 2008
Ameriprise Financial Advisors July 2005 - October 2006
Logix Investment Management March 2002 - January 2003
Smith Barney April 1993 - March 2002
PaineWebber April 1982 - April 1993
Heinick, Slavin & Co., CPAs May 1981 - April 1982
Burdman, Gilliland, Fleck, Mostov & Kretzer, LPA May 1978 - August 1980
Skills
Dog whisperer, Intuitive, Financial Planning, Retirement, Money, Personal Finance, Financial Education, Life Planning, Retirement Planning, Coaching, Public Speaking, Cash Flow, Leadership Development, Emotional Intelligence, Great Cook, Financial Advisory, Marketing, Small Business, Training
Education
Case Western Reserve University School of Law 1978 — 1981
JD, Taxation & Estate Planning
University of Miami 1974 — 1978
BBA, Accounting Major, Finance Minor
University of Miami - School of Business 1974 — 1978
BBA, Accounting Major, Finance Minor
Liberty High School 1970 — 1974
Steven S. Shagrin Company January 2011 - Present
The Money Coaching Institute August 2008 - Present
Planning For Life March 2003 - October 2008
Ameriprise Financial Advisors July 2005 - October 2006
Logix Investment Management March 2002 - January 2003
Smith Barney April 1993 - March 2002
PaineWebber April 1982 - April 1993
Heinick, Slavin & Co., CPAs May 1981 - April 1982
Burdman, Gilliland, Fleck, Mostov & Kretzer, LPA May 1978 - August 1980
Skills
Dog whisperer, Intuitive, Financial Planning, Retirement, Money, Personal Finance, Financial Education, Life Planning, Retirement Planning, Coaching, Public Speaking, Cash Flow, Leadership Development, Emotional Intelligence, Great Cook, Financial Advisory, Marketing, Small Business, Training
Education
Case Western Reserve University School of Law 1978 — 1981
JD, Taxation & Estate Planning
University of Miami 1974 — 1978
BBA, Accounting Major, Finance Minor
University of Miami - School of Business 1974 — 1978
BBA, Accounting Major, Finance Minor
Liberty High School 1970 — 1974
Chris Pyne's PaineWebber Experience March 2000 - March 2001
Job Sales Professional
Industry Medical Devices
Experience
Johnson & Johnson Vision Care February 2013 - Present
AstraZeneca April 2006 - March 2012
Paramount Pictures October 2003 - March 2006
Creative Artists Agency March 2001 - October 2003
PaineWebber March 2000 - March 2001
Morgan Stanley November 1996 - March 2000
Education
Drexel University 1991 — 1995
Bachelor of Arts & Sciences, History / Political Science
Johnson & Johnson Vision Care February 2013 - Present
AstraZeneca April 2006 - March 2012
Paramount Pictures October 2003 - March 2006
Creative Artists Agency March 2001 - October 2003
PaineWebber March 2000 - March 2001
Morgan Stanley November 1996 - March 2000
Education
Drexel University 1991 — 1995
Bachelor of Arts & Sciences, History / Political Science
Katharine Ramsden's PaineWebber Experience 1996 - 1998
Job Vice President, Thought Leadership, Corporate
Industry Information Services
Experience
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Thomson Reuters November 2014 - Present
Thomson Reuters December 2012 - November 2014
Thomson Reuters 2008 - December 2012
England Associates 2000 - 2008
PaineWebber 1996 - 1998
Dean Witter 1989 - 1994
Merrill Lynch 1985 - 1989
Greenwich Associates 1981 - 1983
Skills
Marketing Communications, Marketing Research, Marketing Strategy, Executive Communications, Corporate Positioning, Management Consulting, Business Journalism, Communications Strategy, Executive Messaging, Online Video, Speech Writing, Corporate Communications, Executive Coaching, Annual Reports, Strategic Communications, Writing, Editing, Research, Content Management, Thought Leadership, Messaging, Media Relations, Crisis Communications, Public Relations, Copy Editing, Strategy, Storytelling, Content Development, Content Strategy, Web Content, Editorial, Publishing, Journalism, News Writing, Publications, New Media, Press Releases, Feature Articles, Online Journalism, Gender Analysis, Diversity
Education
Columbia University - Graduate School of Journalism 1983 — 1984
MS, Business Journalism
Mount Holyoke College 1976 — 1981
BA, European Studies
Peter Todd Peter Todd's PaineWebber Experience August 1984 - November 1987
Job Senior Vice President / Brown Thayer Shedd, Inc.
Industry Insurance
Experience
Source Capital Group February 2010 - October 2013
Keefe, Bruyette & Woods April 2007 - January 2010
Liability Solutions April 2004 - June 2006
Dresdner Kleinwort Wasserstein February 2001 - July 2003
Chase Manhattan Corporation May 1994 - December 2000
Citibank November 1987 - June 1992
PaineWebber August 1984 - November 1987
A.G.Becker Paribas 1983 - 1984
Skills
Capital Markets, Hedge Funds, ABS, Syndications, CDS, Fixed Income, Alternative Investments, Asset Managment, Private Placements, Investment Banking, Equities, Derivatives, Private Equity, Structured Finance, Series 7, Portfolio Management, Structured Products, Asset Management, Money Market, Funding, Securities, Investments
Education
Williams College 1979 — 1983
Bachelor of Arts, Economics & Political Science
Deerfield Academy 1975 — 1979
HS Diploma
Source Capital Group February 2010 - October 2013
Keefe, Bruyette & Woods April 2007 - January 2010
Liability Solutions April 2004 - June 2006
Dresdner Kleinwort Wasserstein February 2001 - July 2003
Chase Manhattan Corporation May 1994 - December 2000
Citibank November 1987 - June 1992
PaineWebber August 1984 - November 1987
A.G.Becker Paribas 1983 - 1984
Skills
Capital Markets, Hedge Funds, ABS, Syndications, CDS, Fixed Income, Alternative Investments, Asset Managment, Private Placements, Investment Banking, Equities, Derivatives, Private Equity, Structured Finance, Series 7, Portfolio Management, Structured Products, Asset Management, Money Market, Funding, Securities, Investments
Education
Williams College 1979 — 1983
Bachelor of Arts, Economics & Political Science
Deerfield Academy 1975 — 1979
HS Diploma
David Sell David Sell's PaineWebber Experience 1990 - 1994
Job Sr. Director at NY LIFE
Industry Financial Services
Experience
NY LIFE July 2007 - Present
Glickenhaus & Co. June 2005 - May 2007
Key Bank June 2003 - June 2005
WAMU 2002 - 2003
Banc One/JPM July 1997 - March 2002
State Street June 1994 - May 1997
Painewebber 1990 - 1994
Drexel Burnham Lambert 1985 - 1990
Skills
Investment Banking, Credit, Hedge Funds, Alternative Investments, Mutual Funds, Risk Management, Credit Analysis, Equities, Financial Analysis, Securities, Private Equity, Wealth Management, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Strategic Financial..., Mergers, Cash Management, Retirement Planning
Education
Univ 1999 — 2001
MBA, BUSINESS/FINANCE
Denison University 1981 — 1985
BA, Economics
Bishop Hendricken High School 1977 — 1981
NY LIFE July 2007 - Present
Glickenhaus & Co. June 2005 - May 2007
Key Bank June 2003 - June 2005
WAMU 2002 - 2003
Banc One/JPM July 1997 - March 2002
State Street June 1994 - May 1997
Painewebber 1990 - 1994
Drexel Burnham Lambert 1985 - 1990
Skills
Investment Banking, Credit, Hedge Funds, Alternative Investments, Mutual Funds, Risk Management, Credit Analysis, Equities, Financial Analysis, Securities, Private Equity, Wealth Management, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Strategic Financial..., Mergers, Cash Management, Retirement Planning
Education
Univ 1999 — 2001
MBA, BUSINESS/FINANCE
Denison University 1981 — 1985
BA, Economics
Bishop Hendricken High School 1977 — 1981
Theodore Mathews Theodore Mathews's PaineWebber Experience January 1995 - June 1999
Job Sales and Leasing Consultant, Toyota Des Moines
Industry Automotive
Experience
Lithia Motors/ Mercedes Benz/ BMW Des Moines May 2009 - September 2013
ING June 1999 - June 2006
PaineWebber January 1995 - June 1999
Crews and Associates April 1988 - August 1993
US Army March 1983 - March 1989
Skills
Management, Sales, Real Estate, Investments, Portfolio Management, Customer Service, Negotiation
Education
Defense Language Institute
Associate of Arts (AA), Czech
Illinois Central College
European History
US Army Cryptology School
Associate of Science (A.S.), Cryptologic Systems
University of Arkansas at Little Rock
Psychology
Lithia Motors/ Mercedes Benz/ BMW Des Moines May 2009 - September 2013
ING June 1999 - June 2006
PaineWebber January 1995 - June 1999
Crews and Associates April 1988 - August 1993
US Army March 1983 - March 1989
Skills
Management, Sales, Real Estate, Investments, Portfolio Management, Customer Service, Negotiation
Education
Defense Language Institute
Associate of Arts (AA), Czech
Illinois Central College
European History
US Army Cryptology School
Associate of Science (A.S.), Cryptologic Systems
University of Arkansas at Little Rock
Psychology
Eric Cope Eric Cope's PaineWebber Experience May 1996 - May 2005
Job Owner, COPE Wealth Management Group
Industry Investment Management
Experience
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
COPE Wealth Management Group May 2005 - Present
UBS Wealth Management November 2000 - May 2005
PaineWebber May 1996 - May 2005
Merrill Lynch May 1995 - May 1996
Skills
Retirement Planning, Financial Planning, Investments, Series 7, Portfolio Management, Series 63, Series 24, Series 65, Rollovers, 529 Plans, Roth IRA, College Savings Plans, Retirement Solutions, IRA's, 401 K Rollovers, Profit Sharing, Annuities, Stocks, Bonds, Mutual Funds, IRAs, Fixed Annuities, Strategic Financial..., Retirement, FINRA, Asset Allocation, Securities, Finance
Education
Clemson University 1992 — 1996
Financial Management, Finance-Investments
Seneca High School 1988 — 1992
Melissa Scauri Melissa Scauri's PaineWebber Experience June 1997 - April 2000
Job SVP, Client Engagement at Carpenter Group
Industry Marketing and Advertising
Experience
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Carpenter Group January 2012 - Present
ADP November 2009 - December 2011
Merrill Lynch January 2007 - September 2008
Morgan Stanley April 2000 - December 2006
PaineWebber June 1997 - April 2000
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing, Marketing Strategy, Online Advertising, Brand Management, Creative Direction, Newsletters, Strategic Planning, Direct Marketing, Strategy, Integrated Marketing, Brand Development, Digital Strategy, Email Marketing
Education
Leadership New Jersey 2008 — 2009
Columbia University - Columbia Business School 2004 — 2006
MBA, Marketing
Wellesley College 1993 — 1997
B.A., Anthropology
Robert A. Weiss Robert A. Weiss's PaineWebber Experience July 1993 - April 1995
Job Owner and Founder at Weiss Global Wealth Management
Industry Investment Management
Experience
Weiss Global Wealth Management April 2003 - Present
UBS Wealth M June 1999 - February 2003
WM Financial Services May 1996 - May 1999
PaineWebber July 1993 - April 1995
First Federal Bank of California March 1982 - June 1993
Education
California State University-Northridge
Bachelor of Science (B.S.)
Institute of Business and Finance
Certified Income Specialist
Institute of Business and Finance
Certified Fund Specialist
Weiss Global Wealth Management April 2003 - Present
UBS Wealth M June 1999 - February 2003
WM Financial Services May 1996 - May 1999
PaineWebber July 1993 - April 1995
First Federal Bank of California March 1982 - June 1993
Education
California State University-Northridge
Bachelor of Science (B.S.)
Institute of Business and Finance
Certified Income Specialist
Institute of Business and Finance
Certified Fund Specialist
Ron Doucette Ron Doucette's PaineWebber Experience 1995 - 2003
Job Vice PresidentWealth Management, UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. September 1986 - Present
Sunkist2 Travel Escapes 1985 - Present
PaineWebber 1995 - 2003
Kidder, Peabody & Co. 1986 - 1995
Moseley, Hallgarten, Estabrook & Weeden 1980 - 1985
Education
IMC Investment Management Consultant Program 1999 — 2000
Certificate, Investment Management Consultant
Central Connecticut State University 1973 — 1977
Bachelor of Science, Finance/Marketing
School of Preferred Portfolio Management
Certificate-PMP designation, Portfolio Managements
Suffolk University Law School
Trusts & Estates, Taxation
UBS Financial Services Inc. September 1986 - Present
Sunkist2 Travel Escapes 1985 - Present
PaineWebber 1995 - 2003
Kidder, Peabody & Co. 1986 - 1995
Moseley, Hallgarten, Estabrook & Weeden 1980 - 1985
Education
IMC Investment Management Consultant Program 1999 — 2000
Certificate, Investment Management Consultant
Central Connecticut State University 1973 — 1977
Bachelor of Science, Finance/Marketing
School of Preferred Portfolio Management
Certificate-PMP designation, Portfolio Managements
Suffolk University Law School
Trusts & Estates, Taxation
Tami Rubino Tami Rubino's PaineWebber Experience 1997 - 1997
Job Strategic Marketing and Business Development Executive
Industry Biotechnology
Experience
BioSpace (a DHI Group, Inc company) January 2015 - Present
Iowa Jobs for America's Graduates (iJAG) January 2014 - Present
Delta Dental of Iowa September 2012 - August 2014
Wellmark August 2011 - September 2012
Benefit Source, Inc August 2008 - August 2011
Coventry Health Care 2005 - 2008
Coventry Health Care 2002 - 2005
ILONA Financial Group 1998 - 2002
PaineWebber 1997 - 1997
Dickinson, Mackaman, Tyler & Hagen, P.C. 1994 - 1997
Skills
Leadership, Managed Care, Health Insurance, Process Improvement, Strategic Planning, Insurance, Life Insurance, Management, Human Resources, Medicare, Team Building, Disability Insurance, Benefits Administration, Employee Benefits, New Business Development, Underwriting, Marketing, Sales
Education
Drake University 2000 — 2002
Master of Public Administration (MPA), Organizational Development and Business Administration
Iowa State University 1989 — 1993
B.S., Psychology & Criminal Justice
BioSpace (a DHI Group, Inc company) January 2015 - Present
Iowa Jobs for America's Graduates (iJAG) January 2014 - Present
Delta Dental of Iowa September 2012 - August 2014
Wellmark August 2011 - September 2012
Benefit Source, Inc August 2008 - August 2011
Coventry Health Care 2005 - 2008
Coventry Health Care 2002 - 2005
ILONA Financial Group 1998 - 2002
PaineWebber 1997 - 1997
Dickinson, Mackaman, Tyler & Hagen, P.C. 1994 - 1997
Skills
Leadership, Managed Care, Health Insurance, Process Improvement, Strategic Planning, Insurance, Life Insurance, Management, Human Resources, Medicare, Team Building, Disability Insurance, Benefits Administration, Employee Benefits, New Business Development, Underwriting, Marketing, Sales
Education
Drake University 2000 — 2002
Master of Public Administration (MPA), Organizational Development and Business Administration
Iowa State University 1989 — 1993
B.S., Psychology & Criminal Justice
Tanya Hughes Tanya Hughes's PaineWebber Experience December 1996 - April 1999
Job Adminstrative Events Coordinator at Borough of Manhattan Community College
Industry Internet
Experience
Borough of Manhattan Community College October 2010 - Present
Tanya Hughes Productions May 2009 - Present
Google April 2008 - April 2009
DoubleClick September 2006 - April 2008
Instinet Corporation June 2003 - January 2006
Ketchum August 2001 - May 2003
National Football League June 2000 - June 2001
PaineWebber December 1996 - April 1999
Skills
Event Planning, Online Advertising, Corporate Events, Sales, Sponsorship, Public Relations, Public Speaking, Event Management, Internal Communications, Marketing
Education
City University of New York-Hunter College 1997 — 2000
Political Science
Borough of Manhattan Community College October 2010 - Present
Tanya Hughes Productions May 2009 - Present
Google April 2008 - April 2009
DoubleClick September 2006 - April 2008
Instinet Corporation June 2003 - January 2006
Ketchum August 2001 - May 2003
National Football League June 2000 - June 2001
PaineWebber December 1996 - April 1999
Skills
Event Planning, Online Advertising, Corporate Events, Sales, Sponsorship, Public Relations, Public Speaking, Event Management, Internal Communications, Marketing
Education
City University of New York-Hunter College 1997 — 2000
Political Science
Andrea Sandor Andrea Sandor's PaineWebber Experience 1992 - 1994
Job IT Global Infrastructure Project Manager at Starwood Hotels & Resorts Worldwide, Inc.
Industry Higher Education
Experience
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - Present
Vermont January 2008 - Present
Notre Dame Global Adaptation Index www.nd-gain.org & World Resources Institute www.wri.org March 2013 - June 2014
Morgan Stanley June 2013 - March 2014
Ahold USA (Stop & Shop/Giant) May 2009 - September 2009
UBS November 1999 - 2008
GE Captial November 1998 - November 1999
Furman Selz 1994 - 1995
PaineWebber 1992 - 1994
Salomon Brothers 1987 - 1989
Skills
Change Management, Infrastructure, Data Center, Strategic Planning, International Project..., Corporate Finance, Business Continuity, Enterprise Architecture, Leadership, Market Research, Mergers & Acquisitions, Energy Efficiency, Communications Planning, Internet Security, Employee Training, Financial Economics, Social Networking, Property Management, CMDB, Financial Modeling, Finance, Start-ups, Investment Properties, Analysis, Project Management, Investment Banking, Training & Development, technical liai, Project Implementation, Infrastructure Projects, Business Analysis, Real Estate Investment
Education
University of Pennsylvania 2007 — 2014
EMTM, Masters in Technology Management
University of Pennsylvania - The Wharton School 2007 — 2014
MS, EMTM - Technology
Columbia University in the City of New York 2008 — 2012
Community Language Program, Chinese
St. Mary's Notre Dame 1975 — 1979
BA, Double Major: Economics & Fine Arts, Mathematics Minor
New Canaan High School 1971 — 1975
High School Diploma
Gina Milano Gina Milano's PaineWebber Experience 1999 - 2000
Job Owner at Long Island Wedding & Event Planners Boutique and One Rose for a Cause
Industry Events Services
Experience
One Rose for a Cause January 2011 - Present
Long Island Wedding & Event Planners Boutique February 2003 - Present
UBS July 2000 - April 2003
PaineWebber 1999 - 2000
PaineWebber 1996 - 1999
Skills
Cause Marketing, Development Of..., Marketing, Brand Licensing, Franchise Agreements, Sales, Promotions, Wedding Planning, Custom Invitations, Sales Management, Relationship Management, Strategic Partnerships, Customer Service, Financial Services, Series 7, Contract Negotiation
Education
Dowling College 1996 — 1997
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Dowling College 1994 — 1996
Bachelor's Degree
Suffolk County Community College 1989 — 1991
Associate's Degree
Connetquot High School 1985 — 1989
High School
One Rose for a Cause January 2011 - Present
Long Island Wedding & Event Planners Boutique February 2003 - Present
UBS July 2000 - April 2003
PaineWebber 1999 - 2000
PaineWebber 1996 - 1999
Skills
Cause Marketing, Development Of..., Marketing, Brand Licensing, Franchise Agreements, Sales, Promotions, Wedding Planning, Custom Invitations, Sales Management, Relationship Management, Strategic Partnerships, Customer Service, Financial Services, Series 7, Contract Negotiation
Education
Dowling College 1996 — 1997
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Dowling College 1994 — 1996
Bachelor's Degree
Suffolk County Community College 1989 — 1991
Associate's Degree
Connetquot High School 1985 — 1989
High School
Robert E. Gehl's PaineWebber Experience August 2001 - September 2008
Job Senior VicePresident Investment Officer PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
PaineWebber August 2001 - September 2008
Leadership Pleasanton 2008 - 2008
Leadership Pleasanton 2008 - 2008
Leadership Pleasanton 2007 - 2008
E.F.Hutton / SmithBarney October 1988 - August 2001
Skills
Retirement Planning, Financial Analysis, Small Business, Retirement, Leadership, Analysis, Financial Services, Financial Advisory, Strategic Planning
Education
DePaul University 1975 — 1979
BSC, Business
Wells Fargo Advisors, LLC September 2008 - Present
PaineWebber August 2001 - September 2008
Leadership Pleasanton 2008 - 2008
Leadership Pleasanton 2008 - 2008
Leadership Pleasanton 2007 - 2008
E.F.Hutton / SmithBarney October 1988 - August 2001
Skills
Retirement Planning, Financial Analysis, Small Business, Retirement, Leadership, Analysis, Financial Services, Financial Advisory, Strategic Planning
Education
DePaul University 1975 — 1979
BSC, Business
Walter Kennedy's PaineWebber Experience 1971 - 2004
Job New job
Industry Financial Services
Experience
Taylor, Steele & Associates March 2011 - Present
Darvas Investment Management LLC April 2010 - October 2011
PaineWebber 1971 - 2004
UBS Wealth Management 1971 - 2004
Skills
Investments, Investment Advisory, Portfolio Management, Private Equity, Risk Management, Asset Managment, Due Diligence, Asset Management, Wealth Management, Strategic Planning, Alternative Investments, Management, Mutual Funds, New Business Development, Mergers & Acquisitions, Start-ups, Executive Management, Finance, Financial Services, Management Consulting, Leadership
Education
Davidson College 1961 — 1965
BA, Business Administration & Finance
Taylor, Steele & Associates March 2011 - Present
Darvas Investment Management LLC April 2010 - October 2011
PaineWebber 1971 - 2004
UBS Wealth Management 1971 - 2004
Skills
Investments, Investment Advisory, Portfolio Management, Private Equity, Risk Management, Asset Managment, Due Diligence, Asset Management, Wealth Management, Strategic Planning, Alternative Investments, Management, Mutual Funds, New Business Development, Mergers & Acquisitions, Start-ups, Executive Management, Finance, Financial Services, Management Consulting, Leadership
Education
Davidson College 1961 — 1965
BA, Business Administration & Finance
Debra Billups Debra Billups's PaineWebber Experience 1990 - 1999
Job Senior Executive Assistant at Anchorage Capital Group
Industry Financial Services
Experience
Anchorage Capital Group December 2012 - Present
AlpInvest Partners August 2012 - November 2012
PineBridge Investments May 2008 - July 2012
Nikko Asset Management Americas, Inc. 2007 - 2008
UBS June 1999 - March 2007
PaineWebber 1990 - 1999
Skills
Fluent in Spanish..., Series 7, Microsoft Office, Adobe Acrobat, Thompson One, HR Policies, SharePoint, Conversation, Employee Engagement, Capital Markets, Human Resources, Office Management, Policy, Employee Benefits, Personnel Management, Benefits Administration, Performance Management, Asset Management
Education
Dominican College of Blauvelt 2008 — 2011
MBA, Management
Dominican College of Blauvelt 1997 — 2000
BS, Business Administration
Anchorage Capital Group December 2012 - Present
AlpInvest Partners August 2012 - November 2012
PineBridge Investments May 2008 - July 2012
Nikko Asset Management Americas, Inc. 2007 - 2008
UBS June 1999 - March 2007
PaineWebber 1990 - 1999
Skills
Fluent in Spanish..., Series 7, Microsoft Office, Adobe Acrobat, Thompson One, HR Policies, SharePoint, Conversation, Employee Engagement, Capital Markets, Human Resources, Office Management, Policy, Employee Benefits, Personnel Management, Benefits Administration, Performance Management, Asset Management
Education
Dominican College of Blauvelt 2008 — 2011
MBA, Management
Dominican College of Blauvelt 1997 — 2000
BS, Business Administration
Paul E. Miller Jr ,CFP®'s PaineWebber Experience 1995 - 1999
Job Senior VP, Investments, Raymond James & Associates 159 Crocker Park Blvd., Suite 390, Westlake, OH 44145 4408011629
Industry Financial Services
Experience
Raymond James & Associates September 2008 - Present
Wachovia Securities July 2006 - September 2008
A.G. Edwards & Sons, Inc. June 1999 - September 2008
PaineWebber 1995 - 1999
Kidder, Peabody/GE Capital 1987 - 1995
Skills
Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities, Portfolio Management, Mutual Funds, Retirement, Retirement Planning, Hedge Funds, Securities, Asset Managment
Education
College for Financial Planning 1990 — 1994
CFP®, Professional education
GE Investment Corp. 1990 — 1990
GE trained in benefits and pensions
Kent State University 1981 — 1986
BBA, Finance
west holmes
Raymond James & Associates September 2008 - Present
Wachovia Securities July 2006 - September 2008
A.G. Edwards & Sons, Inc. June 1999 - September 2008
PaineWebber 1995 - 1999
Kidder, Peabody/GE Capital 1987 - 1995
Skills
Series 7, Alternative Investments, Wealth Management, Investments, Fixed Annuities, Portfolio Management, Mutual Funds, Retirement, Retirement Planning, Hedge Funds, Securities, Asset Managment
Education
College for Financial Planning 1990 — 1994
CFP®, Professional education
GE Investment Corp. 1990 — 1990
GE trained in benefits and pensions
Kent State University 1981 — 1986
BBA, Finance
west holmes
Carlos A Rodriguez's PaineWebber Experience March 2002 - August 2004
Job Senior Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
UBS March 2009 - Present
Merrill Lynch June 2006 - March 2009
UBS Wealth Management August 2004 - June 2006
PaineWebber March 2002 - August 2004
Bank of America November 1998 - March 2002
Army National Guard January 1996 - January 2002
Skills
Risk Management, Portfolio Management, Asset Management, Equities, Finance, Financial Analysis, Asset Allocation, Financial Services, Investments, Leadership, Mutual Funds, New Business Development, Securities, Series 63, Series 7, Strategic Planning, Wealth Management
Education
Durham University 2014 — 2016
Executive MBA program
UNLV 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Scott Ashen Scott Ashen's PaineWebber Experience December 1998 - August 1999
Job at Convene Communications
Industry Information Technology and Services
Experience
Convene Communications November 2009 - Present
ITConvergence August 2009 - November 2009
Integro Insurance Brokers October 2006 - April 2009
The Metropolitan Opera October 1999 - October 2006
PaineWebber December 1998 - August 1999
South China Brewing Company September 1995 - July 1997
Nichimen America 1990 - 1993
Skills
Crystal Reports, Oracle Financials, Lawson, ERP, Social Media, Financial Systems, Budgeting, Business Intelligence, Project Planning, MS Project, Business Analysis, Project Management, HRIS, Vendor Management, Budgets, Oracle E-Business Suite, SharePoint, Management, Leadership, Strategy, Oracle, Team Leadership, IT Strategy, Business Process..., Business Strategy, Business Process, Consulting, PMP, Strategic Planning, CRM, Integration, IT Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, PMO, Visio, Software Project..., SDLC, Software Documentation, Program Management, Enterprise Architecture, Process Improvement, Change Management
Education
Drexel University 2003 — 2005
MBA
Cornell University 1986 — 1990
BS - ILR
Convene Communications November 2009 - Present
ITConvergence August 2009 - November 2009
Integro Insurance Brokers October 2006 - April 2009
The Metropolitan Opera October 1999 - October 2006
PaineWebber December 1998 - August 1999
South China Brewing Company September 1995 - July 1997
Nichimen America 1990 - 1993
Skills
Crystal Reports, Oracle Financials, Lawson, ERP, Social Media, Financial Systems, Budgeting, Business Intelligence, Project Planning, MS Project, Business Analysis, Project Management, HRIS, Vendor Management, Budgets, Oracle E-Business Suite, SharePoint, Management, Leadership, Strategy, Oracle, Team Leadership, IT Strategy, Business Process..., Business Strategy, Business Process, Consulting, PMP, Strategic Planning, CRM, Integration, IT Management, Project Portfolio..., Requirements Gathering, Requirements Analysis, PMO, Visio, Software Project..., SDLC, Software Documentation, Program Management, Enterprise Architecture, Process Improvement, Change Management
Education
Drexel University 2003 — 2005
MBA
Cornell University 1986 — 1990
BS - ILR
Timothy A. Thielen, CMT's PaineWebber Experience 1998 - 2000
Job Building a team to help companies and families meet their financial goals
Industry Financial Services
Experience
MassMutual Miami October 2014 - Present
Sea Change Capital, LLC July 2012 - October 2014
MetLife, Inc August 2002 - May 2011
Allmerica Financial January 2000 - August 2002
PaineWebber 1998 - 2000
Education
Creighton University 2010 — 2012
Master's, Securities Analysis & Portfolio Management, 3.43
Eckerd College 1988 — 1992
Bachelor of Arts degree, Management
.
MassMutual Miami October 2014 - Present
Sea Change Capital, LLC July 2012 - October 2014
MetLife, Inc August 2002 - May 2011
Allmerica Financial January 2000 - August 2002
PaineWebber 1998 - 2000
Education
Creighton University 2010 — 2012
Master's, Securities Analysis & Portfolio Management, 3.43
Eckerd College 1988 — 1992
Bachelor of Arts degree, Management
.
Daniel Yamron Daniel Yamron's PaineWebber Experience 1985 - 1994
Job Ariane Capital Partners
Industry Capital Markets
Experience
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Phillip Eng's PaineWebber Experience 1998 - 1999
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2000 - Present
Donaldson, Lufkin, and Jenrette August 1999 - November 2000
Martin Progressive LLC January 1999 - August 1999
PaineWebber 1998 - 1999
Skills
CISM, CISA, IT Risk Management, CISSP, Information Technology
Education
New York Law School 2004 — 2008
JD, Law
Cornell University 1994 — 1998
BS, Agricultural & Biological Engineering
Bronx Science 1990 — 1994
High School
Credit Suisse November 2000 - Present
Donaldson, Lufkin, and Jenrette August 1999 - November 2000
Martin Progressive LLC January 1999 - August 1999
PaineWebber 1998 - 1999
Skills
CISM, CISA, IT Risk Management, CISSP, Information Technology
Education
New York Law School 2004 — 2008
JD, Law
Cornell University 1994 — 1998
BS, Agricultural & Biological Engineering
Bronx Science 1990 — 1994
High School
Jerry Levy's PaineWebber Experience August 1999 - December 2000
Job Corporate Credit Fund
Industry Financial Services
Experience
Tricadia Capital Management July 2011 - Present
Atlas One June 2010 - July 2011
Collins Stewart July 2009 - November 2010
SAC Capital May 2005 - June 2008
SAC Capital Management 2005 - 2008
BNPP February 2001 - May 2005
Painewebber August 1999 - December 2000
Cantor Fitzgerald 1991 - 1999
Skills
Capital Markets, Equities, Trading, Asset Managment, Investment Banking, Derivatives, Securities, Portfolio Management, Emerging Markets, Investments, Options, Mutual Funds, Structured Finance, Structured Products, Finance, Series 7, Bonds, Electronic Trading, Hedge Funds, Financial Markets, Credit, Asset Management, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Université Catholique de Louvain 1986 — 1987
MBA
Haverford College 1979 — 1983
Bachelor of Arts (BA)
Tricadia Capital Management July 2011 - Present
Atlas One June 2010 - July 2011
Collins Stewart July 2009 - November 2010
SAC Capital May 2005 - June 2008
SAC Capital Management 2005 - 2008
BNPP February 2001 - May 2005
Painewebber August 1999 - December 2000
Cantor Fitzgerald 1991 - 1999
Skills
Capital Markets, Equities, Trading, Asset Managment, Investment Banking, Derivatives, Securities, Portfolio Management, Emerging Markets, Investments, Options, Mutual Funds, Structured Finance, Structured Products, Finance, Series 7, Bonds, Electronic Trading, Hedge Funds, Financial Markets, Credit, Asset Management, Fixed Income
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA
Université Catholique de Louvain 1986 — 1987
MBA
Haverford College 1979 — 1983
Bachelor of Arts (BA)
Jim O'Connell's PaineWebber Experience 1987 - 1990
Job CHIEF SALES OFFICER NASCAR
Industry Sports
Experience
NASCAR 2006 - Present
Viacom 2004 - 2006
National Football League 1993 - 2003
Frito Lay 1992 - 1993
PaineWebber 1987 - 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Georgetown University 1984 — 1987
BA, Government
NASCAR 2006 - Present
Viacom 2004 - 2006
National Football League 1993 - 2003
Frito Lay 1992 - 1993
PaineWebber 1987 - 1990
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Marketing
Georgetown University 1984 — 1987
BA, Government
Courtney Richvalsky's PaineWebber Experience April 1998 - October 2000
Job Meeting/ Event/ Conference Manager looking for a new opportunity
Industry Financial Services
Experience
The Wallace Group August 2011 - January 2014
Perona Farms March 2010 - January 2011
Impact Productions on site at Goldman Sachs June 2004 - November 2008
KPMG, LLP. October 2000 - May 2004
PaineWebber April 1998 - October 2000
Skills
Conferences, Event Management, Public Speaking
Education
Denison University 1992 — 1996
B of A, Economics
Millburn High School
The Wallace Group August 2011 - January 2014
Perona Farms March 2010 - January 2011
Impact Productions on site at Goldman Sachs June 2004 - November 2008
KPMG, LLP. October 2000 - May 2004
PaineWebber April 1998 - October 2000
Skills
Conferences, Event Management, Public Speaking
Education
Denison University 1992 — 1996
B of A, Economics
Millburn High School
Raymond DiNunzio's PaineWebber Experience 1998 - 2001
Job Managing Director at UBS
Industry Banking
Farhad Froozan's PaineWebber Experience August 1997 - November 2002
Job Portfolio Management Program Manager at Morgan Stanley Enterprise Infrastructure
Industry Financial Services
Experience
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Morgan Stanley Enterprise Infrastructure November 2012 - Present
Citigroup March 2011 - November 2012
RBS Global Banking & Markets May 2009 - December 2011
UBS November 2002 - May 2009
UBS Wealth Management November 2002 - May 2009
UBS Financial Services 1997 - April 2009
UBS / PaineWebber August 2001 - November 2002
PaineWebber August 1997 - November 2002
Independent Business Consultant January 1993 - June 1997
Commodities Exchange Center, Inc. May 1978 - May 1992
Skills
Vendor Management, IT Transformation, Business Analysis, Risk Management, Project Portfolio..., Process Improvement, ITIL, IT Management, Project Management, Disaster Recovery, Leadership, IT Strategy, Project Delivery, SDLC, PMO, Project Planning, PMP, Testing, Management
Education
Columbia University in the City of New York 1970 — 1972
M.Sc., Solid State Physics
Franklin and Marshall College 1966 — 1970
Bachelor of Science (B.Sc.), Physics
Andrew Sinn's PaineWebber Experience 1986 - 1996
Job Finance and IS Professional
Industry Information Services
Experience
Life Safety Consultants, Inc. November 2005 - Present
Ryan Labs Asset Management January 2008 - January 2011
UBS April 2000 - August 2007
Credit Suisse 1995 - 2000
PaineWebber 1986 - 1996
Gintelco 1984 - 1986
Skills
Contract Negotiation, Payroll, Accounts Payable, Liaison, Fixed Income, Equities, Securities, Business Analysis, Investments, COBOL, Business Requirements, Project Management, SDLC, Finance, Requirements Gathering, Leadership, Process Improvement, Databases
Education
City University of New York-Hunter College 1973 — 1981
BA, Economics
Rhodes 1967 — 1973
College Preparatory, Science
PS 130 1961 — 1967
Elementary School, 3R's
Life Safety Consultants, Inc. November 2005 - Present
Ryan Labs Asset Management January 2008 - January 2011
UBS April 2000 - August 2007
Credit Suisse 1995 - 2000
PaineWebber 1986 - 1996
Gintelco 1984 - 1986
Skills
Contract Negotiation, Payroll, Accounts Payable, Liaison, Fixed Income, Equities, Securities, Business Analysis, Investments, COBOL, Business Requirements, Project Management, SDLC, Finance, Requirements Gathering, Leadership, Process Improvement, Databases
Education
City University of New York-Hunter College 1973 — 1981
BA, Economics
Rhodes 1967 — 1973
College Preparatory, Science
PS 130 1961 — 1967
Elementary School, 3R's
Elizabeth Wedelstaedt's PaineWebber Experience 1993 - 2000
Job Senior Vice President, Institutional Equity Sales at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Wedbush Securities November 2013 - Present
Morgan Stanley 2008 - 2012
Prudential Equity Group 2006 - 2007
Wells Fargo Securities 2005 - 2005
Deutsche Bank 2000 - 2004
PaineWebber 1993 - 2000
Bear Stearns 1986 - 1993
Morgan Stanley 1981 - 1986
Skills
Investments, Equities, Equity Capital Markets, Institutional Investors, Investor Relations, Institutional Sales, Maintaining Strong..., Mutual Funds, Banks, Hedge Funds, Client Relations Skills, Branch Management, Mentoring, Marketing, Compliance Oversight, Institutional..., Asset Management, Leadership, Capital Markets, Financial Markets, Alternative Investments, series 63, Series 7, series 9, series 10, Equity Trading, Fixed Income, Securities, Bloomberg
Education
DePaul University
Bachelor of Science (B.S.), Finance
Milbert Kiggundu-Bentham's PaineWebber Experience June 1999 - August 1999
Job Founder at Kalulu Kids
Industry Apparel & Fashion
Experience
Bank of America Merrill Lynch September 2014 - Present
Kalulu Kids May 2012 - Present
Self Employed May 2008 - May 2012
Standard & Poor's April 2004 - April 2008
Bear Stearns August 2000 - April 2004
PaineWebber June 1999 - August 1999
Skills
Investments, Financial Modeling, Capital Markets, Entrepreneurship, Fixed Income, Corporate Social..., Risk Management, ABS, Derivatives, Equities, Finance, Operations Management, Leveraged Finance, Portfolio Management, Start-ups
Education
Georgetown University 1998 — 2000
MBA, Finance
Cornell University 1992 — 1996
Bsc, Applied economics and business management
Bank of America Merrill Lynch September 2014 - Present
Kalulu Kids May 2012 - Present
Self Employed May 2008 - May 2012
Standard & Poor's April 2004 - April 2008
Bear Stearns August 2000 - April 2004
PaineWebber June 1999 - August 1999
Skills
Investments, Financial Modeling, Capital Markets, Entrepreneurship, Fixed Income, Corporate Social..., Risk Management, ABS, Derivatives, Equities, Finance, Operations Management, Leveraged Finance, Portfolio Management, Start-ups
Education
Georgetown University 1998 — 2000
MBA, Finance
Cornell University 1992 — 1996
Bsc, Applied economics and business management
Eric Passin's PaineWebber Experience 1993 - 1998
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
TIAA-CREF Vice President/Wealth AdvisorCandor Wealth AdvisorsApril 2011 - August 2011
JPMorgan September 2007 - March 2011
Charles Schwab May 2002 - September 2007
A.G. Edwards & Sons, Inc. 1998 - 2002
PaineWebber 1993 - 1998
Morgan Stanley Dean Witter 1990 - 1993
Education
William Paterson University of New Jersey 1987 — 1989
Finance
County College of Morris 1985 — 1987
AS, Finance
Bola Olagundoye's PaineWebber Experience 1994 - 2002
Job Director at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2005 - Present
HSBC 2002 - 2005
Lehman Brothers 1997 - 2002
PaineWebber 1994 - 2002
Skills
Capital Markets
Education
New York University 2002 — 2004
City University of New York City College 1987 — 1995
BS in Computer Science
Brooklyn Technical High School
Brooklyn Technical High School
Brooklyn Technical High School
SunTrust Bank August 2005 - Present
HSBC 2002 - 2005
Lehman Brothers 1997 - 2002
PaineWebber 1994 - 2002
Skills
Capital Markets
Education
New York University 2002 — 2004
City University of New York City College 1987 — 1995
BS in Computer Science
Brooklyn Technical High School
Brooklyn Technical High School
Brooklyn Technical High School
Joe Laster's PaineWebber Experience 1994 - 1996
Job President, Abraham Properties
Industry Real Estate
Experience
Abraham Properties 1999 - Present
The Benevolink Foundation 2005 - 2013
Southern Company 1997 - 1999
PaineWebber 1994 - 1996
Skills
Project Finance, Strategic Planning, New Business Development, Product Development, Cross-functional Team..., Real Estate, Investments, Strategy, Marketing Strategy, Start-ups
Education
Emory University - Goizueta Business School 1996 — 1997
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics
Abraham Properties 1999 - Present
The Benevolink Foundation 2005 - 2013
Southern Company 1997 - 1999
PaineWebber 1994 - 1996
Skills
Project Finance, Strategic Planning, New Business Development, Product Development, Cross-functional Team..., Real Estate, Investments, Strategy, Marketing Strategy, Start-ups
Education
Emory University - Goizueta Business School 1996 — 1997
MBA, Finance
Cornell University 1990 — 1994
BS, Applied Economics
John S. Freeman's PaineWebber Experience 1985 - 1989
Job Providing premier, customized investment solutions for pre and postretirement clients
Industry Financial Services
Experience
KEATING & ASSOCIATES March 2002 - Present
The MasterClass Academy January 2007 - Present
Miami County National Bank 1992 - 2002
Raymond James Financial Services 1989 - 1992
PaineWebber 1985 - 1989
Skills
Team Building, Series 7, Estate Planning, Investments, Securities, Portfolio Management, Event Management, Retirement, Customer Service, Strategic Planning, Marketing, Public Speaking, Event Planning, Social Media, Mutual Funds, Marketing Communications, Nonprofits, Strategic Financial..., Finance, Coaching, Wealth Management, Budgets
Education
Coe College
Bachelor of Arts (BA), Economics and Business Administration
KEATING & ASSOCIATES March 2002 - Present
The MasterClass Academy January 2007 - Present
Miami County National Bank 1992 - 2002
Raymond James Financial Services 1989 - 1992
PaineWebber 1985 - 1989
Skills
Team Building, Series 7, Estate Planning, Investments, Securities, Portfolio Management, Event Management, Retirement, Customer Service, Strategic Planning, Marketing, Public Speaking, Event Planning, Social Media, Mutual Funds, Marketing Communications, Nonprofits, Strategic Financial..., Finance, Coaching, Wealth Management, Budgets
Education
Coe College
Bachelor of Arts (BA), Economics and Business Administration
Dickerson Miles's PaineWebber Experience 2000 - 2001
Job Vice President, COO Technology Management Services at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Goldman Sachs July 2012 - Present
Goldman Sachs March 2010 - Present
MF Global August 2009 - March 2010
UBS 2000 - 2009
UBS Investment Bank 2004 - 2008
UBS Investment Bank 2001 - 2004
PaineWebber 2000 - 2001
Bankers Trust / Deutsche Bank 1998 - 2000
BT Alex Brown 1998 - 2000
Deloitte Consulting 1991 - 1998
Skills
Program Management, Outsourcing, Strategy, Management Consulting, IT Strategy, Investment Banking, Governance, Business Process..., Management, Change Management, Project Portfolio..., Business Analysis, SDLC, Risk Management, Offshoring, PMO, Leadership, Business Strategy, Business Transformation, Executive Management, Financial Services, Integration, Managerial Finance, IT Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indiana University Bloomington 1983 — 1988
BS
Patricia Schalk's PaineWebber Experience October 1998 - November 2000
Job
Industry Financial Services
Experience
Direxion Investments April 2014 - September 2014
Newedge Group October 2004 - May 2010
Refco Securities January 2002 - January 2003
Brokertec Global November 2000 - January 2002
PaineWebber October 1998 - November 2000
Credit Suisse Asset Management (BEA) March 1997 - October 1998
Gruntal and Company January 1996 - March 1997
Donaldson, Lufkin & Jenrette October 1990 - October 1995
Skills
Equities, Trading Systems, Derivatives, Options, Fixed Income, Prime Brokerage
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2000
MBA, Executive Management
City University of New York-Brooklyn College 1986 — 1990
Bachelor's Degree, Business Management and Finance
Direxion Investments April 2014 - September 2014
Newedge Group October 2004 - May 2010
Refco Securities January 2002 - January 2003
Brokertec Global November 2000 - January 2002
PaineWebber October 1998 - November 2000
Credit Suisse Asset Management (BEA) March 1997 - October 1998
Gruntal and Company January 1996 - March 1997
Donaldson, Lufkin & Jenrette October 1990 - October 1995
Skills
Equities, Trading Systems, Derivatives, Options, Fixed Income, Prime Brokerage
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2000
MBA, Executive Management
City University of New York-Brooklyn College 1986 — 1990
Bachelor's Degree, Business Management and Finance
Khalil Manigaulte's PaineWebber Experience April 2000 - January 2001
Job Assistant Treasurer at Discovery Capital Management
Industry Financial Services
Experience
Discovery Capital Management January 2012 - Present
Discovery Capital Management, LLC October 2008 - December 2011
Barclays Capital February 2006 - May 2008
Bear Stearns October 2003 - February 2006
PaineWebber April 2000 - January 2001
Prudential Insurance April 1997 - April 2000
Skills
Series 7, Series 63, Equities, Capital Markets, Securities, Bloomberg, Prime Brokerage, Fixed Income, Hedge Funds, Investments, Alternative Investments, Private Equity, Finance, Derivatives, Valuation, FX Options, Investment Banking, Financial Modeling, Asset Management
Education
Cornell University 1991 — 1996
Bachelor of Science, Policy and Management
phillippa schuyler 1983 — 1986
Discovery Capital Management January 2012 - Present
Discovery Capital Management, LLC October 2008 - December 2011
Barclays Capital February 2006 - May 2008
Bear Stearns October 2003 - February 2006
PaineWebber April 2000 - January 2001
Prudential Insurance April 1997 - April 2000
Skills
Series 7, Series 63, Equities, Capital Markets, Securities, Bloomberg, Prime Brokerage, Fixed Income, Hedge Funds, Investments, Alternative Investments, Private Equity, Finance, Derivatives, Valuation, FX Options, Investment Banking, Financial Modeling, Asset Management
Education
Cornell University 1991 — 1996
Bachelor of Science, Policy and Management
phillippa schuyler 1983 — 1986
Michelle Millsom's PaineWebber Experience May 1999 - October 2000
Job Vice President at Fidelity FOREX, Inc
Industry Financial Services
Experience
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
David C. Ligan, CFP®'s PaineWebber Experience January 1992 - December 1992
Job Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
Fidelity Investments August 2015 - Present
Fidelity Investments October 2012 - August 2015
TD Ameritrade November 2007 - October 2012
Fifth Third Securities September 2005 - November 2007
Fifth Third Securities March 2003 - September 2005
Charles Schwab & Co., Inc. December 1992 - March 2003
PaineWebber January 1992 - December 1992
Olde Discount Corporation June 1991 - December 1991
Education
Colorado State University 2007 — 2011
Masters of Business Administration, MBA
Michigan State University 1987 — 1991
Financial Administration, Finance / Business
John Tong's PaineWebber Experience March 1992 - July 1993
Job IT Consultant at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
Tzeon Inc May 2015 - Present
JP Morgan Chase & CO. June 1999 - May 2015
Verizon Enterprise Solutions Group June 1999 - December 2001
PricewaterhouseCoopers August 1997 - June 1999
USFI, Inc July 1993 - August 1997
PaineWebber March 1992 - July 1993
Skills
Citrix XenDesktop, Virtual Desktop..., Atlantis ILIO, Citrix Netscaler, Juniper SSLVPN, Cisco VPN, Windows Server, Citrix XenApp, Leostream, Cloud Computing, Disaster Recovery, Citrix, Citrix Metaframe, VMware ESX, Enterprise Architecture, Virtualization, System Deployment, IT Operations, ITIL, Helping Others Succeed, Business Analysis, IT Strategy, SDLC, IT Management, Data Center, Infrastructure
Education
City University of New York City College 1987 — 1992
Bachelor of Science, Comupter Science
UBS June 2015 - Present
Tzeon Inc May 2015 - Present
JP Morgan Chase & CO. June 1999 - May 2015
Verizon Enterprise Solutions Group June 1999 - December 2001
PricewaterhouseCoopers August 1997 - June 1999
USFI, Inc July 1993 - August 1997
PaineWebber March 1992 - July 1993
Skills
Citrix XenDesktop, Virtual Desktop..., Atlantis ILIO, Citrix Netscaler, Juniper SSLVPN, Cisco VPN, Windows Server, Citrix XenApp, Leostream, Cloud Computing, Disaster Recovery, Citrix, Citrix Metaframe, VMware ESX, Enterprise Architecture, Virtualization, System Deployment, IT Operations, ITIL, Helping Others Succeed, Business Analysis, IT Strategy, SDLC, IT Management, Data Center, Infrastructure
Education
City University of New York City College 1987 — 1992
Bachelor of Science, Comupter Science
Laura Lu Ahn's PaineWebber Experience 1996 - 1998
Job Fixed Income Securitizations
Industry Financial Services
Experience
Standard & Poor's September 2005 - August 2007
Radian 2003 - 2004
Financial Security Assurance 2000 - 2003
Duff & Phelps 1998 - 2000
PaineWebber 1996 - 1998
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Structured Finance, Investment Banking, Derivatives, Due Diligence, Emerging Markets, Bloomberg, Hedge Funds, Equities, Portfolio Management, Management, Investments
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Wellesley College 1991 — 1995
BA
Standard & Poor's September 2005 - August 2007
Radian 2003 - 2004
Financial Security Assurance 2000 - 2003
Duff & Phelps 1998 - 2000
PaineWebber 1996 - 1998
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Structured Finance, Investment Banking, Derivatives, Due Diligence, Emerging Markets, Bloomberg, Hedge Funds, Equities, Portfolio Management, Management, Investments
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Wellesley College 1991 — 1995
BA
J. Wade Browne's PaineWebber Experience January 1995 - September 2000
Job Manager at Coleman River Capital, LLC
Industry Investment Management
Experience
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Shannon Donnelly's PaineWebber Experience March 1995 - March 1997
Job Managing Director at US Bancorp
Industry Financial Services
Experience
U.S. Bank May 2009 - Present
Wachovia June 2005 - May 2009
Bloomberg March 1997 - June 2005
PaineWebber March 1995 - March 1997
PaineWebber November 1993 - March 1995
Skills
Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Bonds, Derivatives, Electronic Trading, FX Options, Strategic Planning, Budget Forecasts, Product Development, Financial Services, Banking, Sales, Trading Systems, Market Data, Trading, Account Management, Relationship Management, Risk Management, Financial Risk, Operations Management, Business Process, Investments
Education
Clemson University 1989 — 1993
BS, Financial Management, Accounting
U.S. Bank May 2009 - Present
Wachovia June 2005 - May 2009
Bloomberg March 1997 - June 2005
PaineWebber March 1995 - March 1997
PaineWebber November 1993 - March 1995
Skills
Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Bonds, Derivatives, Electronic Trading, FX Options, Strategic Planning, Budget Forecasts, Product Development, Financial Services, Banking, Sales, Trading Systems, Market Data, Trading, Account Management, Relationship Management, Risk Management, Financial Risk, Operations Management, Business Process, Investments
Education
Clemson University 1989 — 1993
BS, Financial Management, Accounting
Steve Wormeli, CFP®, CIMA®'s PaineWebber Experience July 1993 - August 1994
Job Financial Advisor and Portfolio Manager at Raymond James Financial Services Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services 1997 - Present
A.G. Edwards & Sons, Inc. August 1994 - February 1997
PaineWebber July 1993 - August 1994
Bateman Eichler Hill Richards August 1991 - July 1993
Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Alternative Investments, Municipal Bonds, Employee Stock Options
Education
Seattle University
B.A. Business Administration, Finance
College for Financial Planning
Certified Financial Planner Program
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Raymond James Financial Services 1997 - Present
A.G. Edwards & Sons, Inc. August 1994 - February 1997
PaineWebber July 1993 - August 1994
Bateman Eichler Hill Richards August 1991 - July 1993
Skills
Wealth Management, Portfolio Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Equities, Alternative Investments, Municipal Bonds, Employee Stock Options
Education
Seattle University
B.A. Business Administration, Finance
College for Financial Planning
Certified Financial Planner Program
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Alice Jump's PaineWebber Experience January 1994 - August 1996
Job Attorney at Smith Campbell LLP
Industry Law Practice
Experience
Smith Campbell LLP Of CounselRobinson & McDonaldJanuary 2000 - November 2004
Joel Leifer & Associates September 1996 - January 2000
PaineWebber January 1994 - August 1996
Education
Columbia Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, History
Smith Campbell LLP Of CounselRobinson & McDonaldJanuary 2000 - November 2004
Joel Leifer & Associates September 1996 - January 2000
PaineWebber January 1994 - August 1996
Education
Columbia Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, History
John Garretson's PaineWebber Experience 1994 - 2004
Job Managing Director at Garretson Financial
Industry Financial Services
Experience
Garretson Financial, Inc. 2004 - Present
PaineWebber 1994 - 2004
The New School 1986 - 1994
Morgan Stanley Smith Barney 1984 - 1994
Skills
Investments, Strategic Financial..., Risk Management, Budget, Asset Management, Retirement, Asset Allocation, Financial Services, Management, Customer Service, Student Financial Aid, Securities, Investment Advisory, Budgets, Sales Management, 401k, Series 7, FAFSA, Investment Strategies, IRAs, Finance
Education
College for Financial Planning 1999 — 2002
CFP, Financial Planning & Investment Planning
Michigan State University 1976 — 1980
BS, Design Engineering
Garretson Financial, Inc. 2004 - Present
PaineWebber 1994 - 2004
The New School 1986 - 1994
Morgan Stanley Smith Barney 1984 - 1994
Skills
Investments, Strategic Financial..., Risk Management, Budget, Asset Management, Retirement, Asset Allocation, Financial Services, Management, Customer Service, Student Financial Aid, Securities, Investment Advisory, Budgets, Sales Management, 401k, Series 7, FAFSA, Investment Strategies, IRAs, Finance
Education
College for Financial Planning 1999 — 2002
CFP, Financial Planning & Investment Planning
Michigan State University 1976 — 1980
BS, Design Engineering
Nigel Mason's PaineWebber Experience February 1997 - May 2004
Job Senior Program Manager at Sungard
Industry Investment Banking
Experience
SunGard August 2012 - Present
UBS Wealth Management May 2004 - August 2012
PaineWebber February 1997 - May 2004
Eurobrokers October 1995 - February 1997
Skills
JCL, COBOL, TSO, DB2/SQL, VSAM, Change Management, SDLC, Windows 7, Hardware/Software..., Linux, Dreamweaver, Flash, MS Office Suite, MVS, CICS, Business Requirements, IBM Mainframe, Financial Services, Management, Microsoft Office, Visio, Requirements Analysis, SQL, Risk Management, Equities
Education
Capitol College 1990 — 1994
Bachelor of Science, Computer Engineering Technology
SunGard August 2012 - Present
UBS Wealth Management May 2004 - August 2012
PaineWebber February 1997 - May 2004
Eurobrokers October 1995 - February 1997
Skills
JCL, COBOL, TSO, DB2/SQL, VSAM, Change Management, SDLC, Windows 7, Hardware/Software..., Linux, Dreamweaver, Flash, MS Office Suite, MVS, CICS, Business Requirements, IBM Mainframe, Financial Services, Management, Microsoft Office, Visio, Requirements Analysis, SQL, Risk Management, Equities
Education
Capitol College 1990 — 1994
Bachelor of Science, Computer Engineering Technology
Ross Mohn's PaineWebber Experience 1997 - 2001
Job Senior Epic / Caché Database Administrator at Fletcher Allen Health Care
Industry Information Technology and Services
Experience
The University of Vermont Medical Center December 2010 - Present
Fletcher Allen Health Care June 2009 - December 2010
Fletcher Allen Health Care March 2004 - May 2009
Fletcher Allen Health Care March 2003 - February 2004
UBS Investment Bank 2001 - 2003
PaineWebber 1997 - 2001
Isys Technology, Corp 1986 - 1997
Hazeltine Corp. 1985 - 1986
Education
Cornell University 1982 — 1985
BSEE, Electrical Engineering
Northwestern University 1981 — 1982
Electrical Engineering
The University of Vermont Medical Center December 2010 - Present
Fletcher Allen Health Care June 2009 - December 2010
Fletcher Allen Health Care March 2004 - May 2009
Fletcher Allen Health Care March 2003 - February 2004
UBS Investment Bank 2001 - 2003
PaineWebber 1997 - 2001
Isys Technology, Corp 1986 - 1997
Hazeltine Corp. 1985 - 1986
Education
Cornell University 1982 — 1985
BSEE, Electrical Engineering
Northwestern University 1981 — 1982
Electrical Engineering
Douglas Logan's PaineWebber Experience 1990 - 1993
Job Senior Sales at CreditSights
Industry Research
Experience
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
J Douglas Newman's PaineWebber Experience January 1995 - November 2000
Job SVP at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2000 - Present
PaineWebber January 1995 - November 2000
Kidder Peabody August 1982 - January 1995
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Columbia University in the City of New York 1973 — 1977
BA, Philosophy
UBS Financial Services November 2000 - Present
PaineWebber January 1995 - November 2000
Kidder Peabody August 1982 - January 1995
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
Columbia University in the City of New York 1973 — 1977
BA, Philosophy
Adam J. Jurlin's PaineWebber Experience May 2000 - January 2002
Job President at Fabtex, Inc.
Industry Hospitality
Experience
Fabtex, Inc. February 2015 - Present
Fabtex, Inc. May 2013 - January 2015
Fabtex, Inc. August 2012 - May 2013
Diamond Drapery Company, Inc. July 2007 - July 2011
Diamond Drapery Company, Inc. January 2005 - July 2007
Diamond Drapery Company, Inc. January 2002 - January 2005
PaineWebber May 2000 - January 2002
Skills
Product Development, Sales Operations, Sales, Budgets, Management, Contract Negotiation, Textile Industry, Sales Management, Supply Chain Management, New Business Development, Marketing, Operations Management, Forecasting, Marketing Strategy, Strategic Planning, Team Building, Construction Management, Business Development, Brand Development, Manufacturing, Marketing Management, Executive Management, Customer Service, Purchasing, Process Scheduler, Account Management, Market Analysis, Contract Management, Salesforce.com, Business Strategy, Product Marketing, B2B, Entrepreneurship, Manufacturing..., Building High..., OSHPD, Manufacturing Operations, Enterprise Risk..., Corporate Sales..., Management Consulting, Contract Manufacturing, Legal Project Management, Board of Directors..., Board of Directors..., LEED projects, Web Marketing, Enterprise Software, Strategic Leadership, Lean Six Sigma, Textile Design
Education
Concordia University-Irvine 2001 — 2002
Masters of Business Administration, Business Management
Concordia University-Irvine 1997 — 2001
Bachelor of Arts, Business Management & Business Marketing
Fabtex, Inc. February 2015 - Present
Fabtex, Inc. May 2013 - January 2015
Fabtex, Inc. August 2012 - May 2013
Diamond Drapery Company, Inc. July 2007 - July 2011
Diamond Drapery Company, Inc. January 2005 - July 2007
Diamond Drapery Company, Inc. January 2002 - January 2005
PaineWebber May 2000 - January 2002
Skills
Product Development, Sales Operations, Sales, Budgets, Management, Contract Negotiation, Textile Industry, Sales Management, Supply Chain Management, New Business Development, Marketing, Operations Management, Forecasting, Marketing Strategy, Strategic Planning, Team Building, Construction Management, Business Development, Brand Development, Manufacturing, Marketing Management, Executive Management, Customer Service, Purchasing, Process Scheduler, Account Management, Market Analysis, Contract Management, Salesforce.com, Business Strategy, Product Marketing, B2B, Entrepreneurship, Manufacturing..., Building High..., OSHPD, Manufacturing Operations, Enterprise Risk..., Corporate Sales..., Management Consulting, Contract Manufacturing, Legal Project Management, Board of Directors..., Board of Directors..., LEED projects, Web Marketing, Enterprise Software, Strategic Leadership, Lean Six Sigma, Textile Design
Education
Concordia University-Irvine 2001 — 2002
Masters of Business Administration, Business Management
Concordia University-Irvine 1997 — 2001
Bachelor of Arts, Business Management & Business Marketing
Michelle Davila's PaineWebber Experience 1996 - 1998
Job Senior Associate General Counsel; Chief Legal Counsel Americas at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments April 2008 - Present
American Express Bank 2002 - 2008
Bank of Bermuda NY 1998 - January 2002
PaineWebber 1996 - 1998
Prudential Insurance Company 1994 - 1996
Brown & Wood (now Sidley Austin) 1991 - 1994
Skills
Corporate Finance, KYC, Regulations, Due Diligence, Securities, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Contract Negotiation, Capital Markets, Corporate Law, Alternative Investments, Anti Money Laundering, Mutual Funds, FCPA, Risk Management, Financial Services
Education
Columbia Law School 1988 — 1991
JD, Law
Harvard University 1984 — 1988
BA, Psychology & Social Relations
Franklin Templeton Investments April 2008 - Present
American Express Bank 2002 - 2008
Bank of Bermuda NY 1998 - January 2002
PaineWebber 1996 - 1998
Prudential Insurance Company 1994 - 1996
Brown & Wood (now Sidley Austin) 1991 - 1994
Skills
Corporate Finance, KYC, Regulations, Due Diligence, Securities, Investments, Asset Management, Mergers & Acquisitions, Corporate Governance, Contract Negotiation, Capital Markets, Corporate Law, Alternative Investments, Anti Money Laundering, Mutual Funds, FCPA, Risk Management, Financial Services
Education
Columbia Law School 1988 — 1991
JD, Law
Harvard University 1984 — 1988
BA, Psychology & Social Relations
Erik Mace's PaineWebber Experience 1992 - 1994
Job Principal at Private Investor
Industry Investment Management
Experience
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
Private Investor July 2013 - Present
Breeden Capital Management LLC 2011 - July 2013
Mace Investment Consulting 2009 - 2011
Basso Capital January 2007 - December 2008
Credit Suisse 1998 - 2006
NatWest Markets 1996 - 1998
PaineWebber 1992 - 1994
Skills
Asset Management, Equities, Financial Modeling, Investments, Forecasting, Retail, Hedge Funds, Asset Managment, Portfolio Management, Financial Analysis, Equity Research, Alternative Investments, Equity Valuation, Valuation, Bloomberg, Private Equity, Asset Allocation, Strategy, Due Diligence, Investment Banking, Securities, Fixed Income, Investment Management, Capital Markets, Management, Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Accounting and Finance
University of Virginia 1987 — 1991
BA, Economics, Sociology
St.Albans 1984 — 1987
Jon Olstein's PaineWebber Experience 1992 - 1998
Job Managing Director at Investcorp
Industry Financial Services
Experience
Investcorp July 2015 - Present
Whitebox Advisors LLC January 2014 - June 2015
Waterstone Capital Management 2010 - 2014
Deustche Bank 2004 - 2010
Victoire Capital LLC 1998 - 2004
PaineWebber 1992 - 1998
Skills
Alternative Investments, Hedge Funds
Education
Denison University 1987 — 1991
BA
Trinity Pawling
Investcorp July 2015 - Present
Whitebox Advisors LLC January 2014 - June 2015
Waterstone Capital Management 2010 - 2014
Deustche Bank 2004 - 2010
Victoire Capital LLC 1998 - 2004
PaineWebber 1992 - 1998
Skills
Alternative Investments, Hedge Funds
Education
Denison University 1987 — 1991
BA
Trinity Pawling
Jamie Lister's PaineWebber Experience August 1987 - September 1993
Job Principal at Rosemawr Management
Industry Investment Management
Experience
Rosemawr Management November 2008 - Present
Varick Asset Management April 2012 - May 2014
Lehman Brothers 1993 - 2008
PaineWebber August 1987 - September 1993
Skills
Investments, Alternative Investments, Financial Services, Private Equity, Fixed Income, Asset Managment, Capital Markets, Asset Management, Derivatives, Hedge Funds, Investment Management
Education
Dartmouth College 1983 — 1987
BA, Government
St. Paul's School 1979 — 1983
Rosemawr Management November 2008 - Present
Varick Asset Management April 2012 - May 2014
Lehman Brothers 1993 - 2008
PaineWebber August 1987 - September 1993
Skills
Investments, Alternative Investments, Financial Services, Private Equity, Fixed Income, Asset Managment, Capital Markets, Asset Management, Derivatives, Hedge Funds, Investment Management
Education
Dartmouth College 1983 — 1987
BA, Government
St. Paul's School 1979 — 1983
Alok Banerjee's PaineWebber Experience February 1988 - November 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MODIS INC(Formerly Agilon) Consultant in Citi Bank September 2009 - July 2013
UBS Financial Services Inc. November 2000 - December 2008
PaineWebber February 1988 - November 2000
Skills
Testing, Troubleshooting, Analysis, Databases, Programming, Customer Service, Time Management, Portfolio Management, SQL, SDLC, Tax, Unix, Microsoft SQL Server, Oracle, COBOL, Requirements Analysis, Visio, Access, DB2, Quality Assurance, Networking
Education
City University of New York
Certificate, Computer programming
MODIS INC(Formerly Agilon) Consultant in Citi Bank September 2009 - July 2013
UBS Financial Services Inc. November 2000 - December 2008
PaineWebber February 1988 - November 2000
Skills
Testing, Troubleshooting, Analysis, Databases, Programming, Customer Service, Time Management, Portfolio Management, SQL, SDLC, Tax, Unix, Microsoft SQL Server, Oracle, COBOL, Requirements Analysis, Visio, Access, DB2, Quality Assurance, Networking
Education
City University of New York
Certificate, Computer programming
Dennis Tomaszewski's PaineWebber Experience 1999 - 2000
Job Portfolio Manager
Industry Financial Services
Experience
Cornerstone National Bank & Trust Company August 2011 - Present
Equity Options January 2009 - July 2010
Harris Bank July 2005 - December 2009
Fidelity Investments February 2000 - January 2005
PaineWebber 1999 - 2000
PaineWebber 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2009
Master, Finance
Northern Illinois University 1996 — 1999
Bacholer, Finance
The University of North Dakota 1995 — 1996
Aviation
Rolling Meadows
Rolling Meadows
Cornerstone National Bank & Trust Company August 2011 - Present
Equity Options January 2009 - July 2010
Harris Bank July 2005 - December 2009
Fidelity Investments February 2000 - January 2005
PaineWebber 1999 - 2000
PaineWebber 1999 - 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2009
Master, Finance
Northern Illinois University 1996 — 1999
Bacholer, Finance
The University of North Dakota 1995 — 1996
Aviation
Rolling Meadows
Rolling Meadows
Robert Catarella's PaineWebber Experience February 1998 - November 2000
Job Managing Director at Ellington Management Group
Industry Financial Services
Experience
Ellington Management Group July 2015 - Present
The GreensLedge Group November 2011 - July 2015
Five Mile Capital September 2007 - November 2011
Natixis January 2001 - August 2007
PaineWebber February 1998 - November 2000
Skills
Structured Finance, ABS, VBA, Trading, Financial Structuring, Fixed Income, Securities, Credit Analysis, Structured Products, Securitization, Credit, Capital Markets, Hedging, Derivatives, Hedge Funds
Education
Cornell University 1992 — 1993
M.Eng., Aerospace Engineering
Cornell University 1988 — 1992
BS, Mechanical Engineering
Ellington Management Group July 2015 - Present
The GreensLedge Group November 2011 - July 2015
Five Mile Capital September 2007 - November 2011
Natixis January 2001 - August 2007
PaineWebber February 1998 - November 2000
Skills
Structured Finance, ABS, VBA, Trading, Financial Structuring, Fixed Income, Securities, Credit Analysis, Structured Products, Securitization, Credit, Capital Markets, Hedging, Derivatives, Hedge Funds
Education
Cornell University 1992 — 1993
M.Eng., Aerospace Engineering
Cornell University 1988 — 1992
BS, Mechanical Engineering
Grace Crisafulli's PaineWebber Experience December 1981 - December 1994
Job Results driven leader with demonstrated experience in print, operations and management
Industry Printing
Experience
Village Print & Media May 2014 - Present
Novitex Enterprise Solutions (formerly Pitney Bowes Management Services) April 2012 - April 2014
Deloitte Services LP July 2009 - April 2012
Deloitte Services LP November 2000 - July 2009
JJL Inc January 1995 - November 2000
PaineWebber December 1981 - December 1994
Skills
Consulting, Customer Service, Digital Printing, Document Management, Graphic Design, Leadership, Management, Marketing, Project Management, Account Management, Print, Process Improvement, Strategic Planning
Education
City University of New York-Hunter College 1977 — 1981
Village Print & Media May 2014 - Present
Novitex Enterprise Solutions (formerly Pitney Bowes Management Services) April 2012 - April 2014
Deloitte Services LP July 2009 - April 2012
Deloitte Services LP November 2000 - July 2009
JJL Inc January 1995 - November 2000
PaineWebber December 1981 - December 1994
Skills
Consulting, Customer Service, Digital Printing, Document Management, Graphic Design, Leadership, Management, Marketing, Project Management, Account Management, Print, Process Improvement, Strategic Planning
Education
City University of New York-Hunter College 1977 — 1981
Wade Wylie's PaineWebber Experience May 1996 - May 1998
Job Sales Operations Manager at MercedesBenz USA
Industry Automotive
Experience
Mercedes-Benz USA September 2013 - Present
Wylwood Enterprises, LLC January 2009 - September 2013
Chrysler, LLC January 1998 - November 2008
Southeast Regional Headquarters July 2004 - November 2006
Chrysler LLC January 1999 - January 2004
Chrysler LLC January 1998 - January 1999
PaineWebber May 1996 - May 1998
OLDE & Co May 1994 - May 1996
Skills
Vehicles, Sales Operations, Automobile, Management, Inventory Management, Forecasting, Customer Satisfaction, Retail, Parts, Sales, Automotive, Sales Management, Training, Profit, Team Building, Leadership, Strategy
Education
Central Michigan University 1989 — 1994
BSBA, Finance and Psychology Double Major
Central Michigan University
B.S. & B.A, double; Finance and Psychology
Mercedes-Benz USA September 2013 - Present
Wylwood Enterprises, LLC January 2009 - September 2013
Chrysler, LLC January 1998 - November 2008
Southeast Regional Headquarters July 2004 - November 2006
Chrysler LLC January 1999 - January 2004
Chrysler LLC January 1998 - January 1999
PaineWebber May 1996 - May 1998
OLDE & Co May 1994 - May 1996
Skills
Vehicles, Sales Operations, Automobile, Management, Inventory Management, Forecasting, Customer Satisfaction, Retail, Parts, Sales, Automotive, Sales Management, Training, Profit, Team Building, Leadership, Strategy
Education
Central Michigan University 1989 — 1994
BSBA, Finance and Psychology Double Major
Central Michigan University
B.S. & B.A, double; Finance and Psychology
James Stevens's PaineWebber Experience 1987 - 1995
Job Business Development Director Defined Contribution at Russell Investments
Industry Financial Services
Experience
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Russell Investments September 2014 - Present
TRUSTIVO LLC and TRUSTIVO Technologies December 2012 - September 2014
Invesco Ltd. 2010 - 2012
Van Kampen Investments/Morgan Stanley Investment Management 1996 - 2010
Fidelity Investments 1994 - 1996
PaineWebber 1987 - 1995
Skills
Sales Management, Defined Contribution, Investment Strategies, Account Management, Marketing Strategy, Sub-Advisory, New Business Development, Mutual Funds, Relationship Management, Portfolio Management, Business Development, CRM, Leadership, Series 7, Strategic Partnerships, Strategy, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Denison University
BA, Economics
Sherril Morse's PaineWebber Experience December 1995 - February 1998
Job Financial Advisor at Morse Financial Services
Industry Financial Services
Experience
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Anthony Mormile's PaineWebber Experience April 1998 - April 2002
Job Regional VP at Tompkins Mahopac Bank
Industry Banking
Experience
Tompkins Mahopac Bank April 2012 - Present
Hudson Valley Bank April 2002 - April 2012
PaineWebber April 1998 - April 2002
Skills
Credit, Banking, Commercial Lending, Loans, Mortgage Lending, Construction Loans, Credit Risk, Cross Selling, Finance, Asset Management, Real Estate, Portfolio Management, Cash Management, Loan Origination, Consumer Lending, Underwriting, Retail Banking, Commercial Mortgages, Lines Of Credit, Investments, Small Business Lending, Commercial Banking, Real Estate Economics, Real Estate Financing, Credit Analysis, Financial Structuring, Treasury Management, Mortgage Banking, Relationship Management
Education
Concordia College-New York
Business, Management, Marketing, and Related Support Services
Tompkins Mahopac Bank April 2012 - Present
Hudson Valley Bank April 2002 - April 2012
PaineWebber April 1998 - April 2002
Skills
Credit, Banking, Commercial Lending, Loans, Mortgage Lending, Construction Loans, Credit Risk, Cross Selling, Finance, Asset Management, Real Estate, Portfolio Management, Cash Management, Loan Origination, Consumer Lending, Underwriting, Retail Banking, Commercial Mortgages, Lines Of Credit, Investments, Small Business Lending, Commercial Banking, Real Estate Economics, Real Estate Financing, Credit Analysis, Financial Structuring, Treasury Management, Mortgage Banking, Relationship Management
Education
Concordia College-New York
Business, Management, Marketing, and Related Support Services
Craig Bigelow, CFP(R)'s PaineWebber Experience 1998 - 2000
Job Vice President, Wealth Management Services at Destination Wealth Management
Industry Investment Management
Experience
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
Destination Wealth Management May 2013 - Present
Starmont Asset Management, LLC December 2006 - May 2013
Charles Schwab & Co. Inc February 2000 - September 2006
PaineWebber 1998 - 2000
Graham Advertising 1986 - 1998
Skills
Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Strategic Financial..., Life Insurance
Education
Golden Gate University 1990 — 1992
MBA, Management
California State University-Northridge 1981 — 1984
Bachelor of Science (BS), Business Administration, Marketing
Campolindo H.S.
Alice Jump's PaineWebber Experience February 1994 - September 1996
Job Partner at Reavis Parent Lehrer LLP
Industry Law Practice
Experience
Reavis Parent Lehrer LLP PartnerReavis Parent Lehrer LLPAugust 2009 - Present
Smith Campbell LLP November 2004 - July 2009
Joel Leifer & Associates September 1996 - January 2000
PaineWebber February 1994 - September 1996
White & Case October 1982 - January 1994
Skills
Real Estate, Commercial Litigation, Estate Planning, Civil Litigation, Litigation, Appeals, Legal Research, Legal Writing, Arbitration, Intellectual Property, Corporate Law, Corporate Governance, Alternative Dispute..., Licensing, International Law, Class Actions
Education
Columbia Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, History
Reavis Parent Lehrer LLP PartnerReavis Parent Lehrer LLPAugust 2009 - Present
Smith Campbell LLP November 2004 - July 2009
Joel Leifer & Associates September 1996 - January 2000
PaineWebber February 1994 - September 1996
White & Case October 1982 - January 1994
Skills
Real Estate, Commercial Litigation, Estate Planning, Civil Litigation, Litigation, Appeals, Legal Research, Legal Writing, Arbitration, Intellectual Property, Corporate Law, Corporate Governance, Alternative Dispute..., Licensing, International Law, Class Actions
Education
Columbia Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, History
Alexandra Strimling's PaineWebber Experience November 1998 - September 2001
Job Financial Paraplanner / Office Mgr at Greco ~ Nader & Associates
Industry Financial Services
Experience
Greco Nader & Associates October 2004 - December 2012
Booz Allen Hamilton December 2002 - October 2004
PaineWebber November 1998 - September 2001
Morgan Stanley Smith Barney May 1997 - November 1998
Education
Comet School of Technology 2001 — 2002
Coursework in Oracle 8i Database Administration, Unix Administration, Data Modeling
Modern Computer Resources 1996 — 1997
Coursework in Mainframe Application Programming
Brooklyn College 1984 — 1990
Bachelor of Admin, Economics
Greco Nader & Associates October 2004 - December 2012
Booz Allen Hamilton December 2002 - October 2004
PaineWebber November 1998 - September 2001
Morgan Stanley Smith Barney May 1997 - November 1998
Education
Comet School of Technology 2001 — 2002
Coursework in Oracle 8i Database Administration, Unix Administration, Data Modeling
Modern Computer Resources 1996 — 1997
Coursework in Mainframe Application Programming
Brooklyn College 1984 — 1990
Bachelor of Admin, Economics
John Mackerey's PaineWebber Experience 1989 - 1994
Job Financial Institutions Analyst
Industry Financial Services
Experience
DBRS April 2013 - Present
Federal Home Loan Bank of New York July 2011 - April 2013
Fitch Ratings December 2000 - July 2011
Thomson Financial BankWatch 1994 - 2000
PaineWebber 1989 - 1994
Skills
Ratings, Financial Analysis, Banking, Financial Institutions, Credit Analysis, Fixed Income, Market Research, Credit Risk, Financial Risk, Corporate Finance, Capital Markets, Credit, Investment Banking, Risk Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Drexel University
BS, Finance and Accounting
DBRS April 2013 - Present
Federal Home Loan Bank of New York July 2011 - April 2013
Fitch Ratings December 2000 - July 2011
Thomson Financial BankWatch 1994 - 2000
PaineWebber 1989 - 1994
Skills
Ratings, Financial Analysis, Banking, Financial Institutions, Credit Analysis, Fixed Income, Market Research, Credit Risk, Financial Risk, Corporate Finance, Capital Markets, Credit, Investment Banking, Risk Management, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Drexel University
BS, Finance and Accounting
Barbara Gill's PaineWebber Experience 1995 - 1997
Job Head of Investments Communications, J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2013 - Present
UBS Global Asset Management July 2002 - April 2013
Prudential Financial March 2000 - July 2002
Goldman Sachs Asset Management November 1997 - March 2000
PaineWebber 1995 - 1997
Prudential Securities 1990 - 1995
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Securities
Education
Dickinson College 1981 — 1985
BA, English, History
J.P. Morgan April 2013 - Present
UBS Global Asset Management July 2002 - April 2013
Prudential Financial March 2000 - July 2002
Goldman Sachs Asset Management November 1997 - March 2000
PaineWebber 1995 - 1997
Prudential Securities 1990 - 1995
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Management, Fixed Income, Investment Strategies, Investments, Portfolio Management, Securities
Education
Dickinson College 1981 — 1985
BA, English, History
Hai Ngo's PaineWebber Experience April 1997 - May 2000
Job Chief Information Security Officer at NYU Langone Medical Center
Industry Hospital & Health Care
Experience
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
NYU Langone Medical Center March 2004 - Present
Deutsche Bank - MaxBlue Americas June 2001 - December 2003
PaineWebber April 1997 - May 2000
Morgan Stanley April 1996 - April 1997
Salomon Brothers June 1993 - April 1996
Skills
Information Security, IT Strategy, Healthcare Information..., IT Management, Management, Program Management, Integration, Enterprise Architecture, HIPAA, Project Management, Information Technology, ITIL, Enterprise Software, Governance
Education
Columbia Engineering
MS, Telecommunication
Columbia Engineering
BS, Electrical Engineering
New York University - Leonard N. Stern School of Business
MBA, Management Consulting; Finance
Robert Ozello's PaineWebber Experience 1993 - 2000
Job Trader at Navpoint LLC
Industry Financial Services
Experience
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Range Global LLC March 2011 - Present
Summit Securities Group November 2009 - September 2010
SunTrust Robinson Humphrey 2003 - 2009
Merrill Lynch 2000 - 2003
PaineWebber 1993 - 2000
Sherwood Securities 1990 - 1993
Education
Columbia College (NY) 1985 — 1989
BS, Economics
Shane Mahieu's PaineWebber Experience August 1995 - June 1999
Job AAMS, CSNA, Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joseph Bucantis's PaineWebber Experience August 1987 - May 1999
Job Manager, Business Risk and Controls at HSBC
Industry Financial Services
Experience
HSBC March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Ceridian Benefits Services January 2009 - October 2011
CERIDIAN BENEFITS SERVICES October 2006 - December 2008
MetLife January 2004 - October 2006
Ameritrade January 2002 - June 2005
MetLife May 1999 - September 2001
PaineWebber August 1987 - May 1999
Skills
Auditing, Analysis
Education
East Stroudsburg University of Pennsylvania
BA, Economics
HSBC March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Ceridian Benefits Services January 2009 - October 2011
CERIDIAN BENEFITS SERVICES October 2006 - December 2008
MetLife January 2004 - October 2006
Ameritrade January 2002 - June 2005
MetLife May 1999 - September 2001
PaineWebber August 1987 - May 1999
Skills
Auditing, Analysis
Education
East Stroudsburg University of Pennsylvania
BA, Economics
John Lindgren's PaineWebber Experience 1999 - 2002
Job Office Technology Consultant at Gordon Flesch Company
Industry Business Supplies and Equipment
Experience
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Gordon Flesch Company December 2012 - Present
PrincetonOne July 2010 - December 2012
Team Flag Gear, LLC July 2009 - July 2010
Stifel Nicolaus May 2002 - July 2009
PaineWebber 1999 - 2002
NatCity Investments 1998 - 1999
Key Bank 1997 - 1998
Fifth Third Bank 1991 - 1997
Skills
Portfolio Management, Recruiting Financial..., Negotiating transition..., Compensation expert, Business Process..., Banking, Program Management, New Business Development, Management, Financial Analysis, Change Management, Financial Advisory, Strategic Planning, Recruiting, Process Improvement, Investments, Business Intelligence, Financial Services, Professional Services, Business Process, Mergers & Acquisitions, Cloud Computing, Finance, Risk Management, Business Development, Executive Management, Leadership, Strategic Financial...
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
DePauw University 1986 — 1987
Cathedral High School 1982 — 1986
College Prep
Roy D. Mansell's PaineWebber Experience 1999 - 2000
Job Managing Director at Agra Risk Solutions, Inc.
Industry Investment Banking
Experience
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
Bill Adelman's PaineWebber Experience 1997 - 2000
Job Director of Product Development at Tradepoint Systems, LLC
Industry Information Technology and Services
Experience
Tradepoint Systems, LLC November 2012 - Present
Thomson Reuters 2010 - December 2012
Aegis Software Inc. 2000 - 2010
PaineWebber 1997 - 2000
Cantor Fitzgerald 1995 - 1997
Education
New York University 1996 — 1998
Master's degree, Computer Science
Carnegie Mellon University 1991 — 1995
Computer Science/Math
Tradepoint Systems, LLC November 2012 - Present
Thomson Reuters 2010 - December 2012
Aegis Software Inc. 2000 - 2010
PaineWebber 1997 - 2000
Cantor Fitzgerald 1995 - 1997
Education
New York University 1996 — 1998
Master's degree, Computer Science
Carnegie Mellon University 1991 — 1995
Computer Science/Math
Nancy Markarian's PaineWebber Experience 1998 - 2000
Job Contract Recruiter at QBE North America Currently seeking Insurance Actuaries and Statutory Reporting Professionals
Industry Financial Services
Experience
QBE North America January 2015 - April 2015
JPMorganChase April 2014 - January 2015
DTCC February 2012 - February 2014
AIG November 2010 - September 2011
Geller & Company 2003 - 2010
PricewaterhouseCoopers 2000 - 2003
PaineWebber 1998 - 2000
Morgan Stanley 1980 - 1995
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Risk Management, Management, Temporary Placement, Finance, Human Resources, Interviews, Onboarding, Talent Management, Internet Recruiting, College Recruiting, Sales, Technical Recruiting, Performance Management, Employee Benefits, Financial Services, Time Management, Employee Relations, Payroll
Education
DePauw University
BA, Psychology
QBE North America January 2015 - April 2015
JPMorganChase April 2014 - January 2015
DTCC February 2012 - February 2014
AIG November 2010 - September 2011
Geller & Company 2003 - 2010
PricewaterhouseCoopers 2000 - 2003
PaineWebber 1998 - 2000
Morgan Stanley 1980 - 1995
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Risk Management, Management, Temporary Placement, Finance, Human Resources, Interviews, Onboarding, Talent Management, Internet Recruiting, College Recruiting, Sales, Technical Recruiting, Performance Management, Employee Benefits, Financial Services, Time Management, Employee Relations, Payroll
Education
DePauw University
BA, Psychology
Jeffrey J. Wagner's PaineWebber Experience January 1992 - March 1996
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets March 1996 - Present
PaineWebber January 1992 - March 1996
Manufacturers Hanover Securities Corp. September 1986 - January 1992
Skills
Financial Structuring, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
M.B.A., Finance
State University of New York at Albany 1983 — 1986
B.S., Business Administration, Finance, M.I.S.
RBC Capital Markets March 1996 - Present
PaineWebber January 1992 - March 1996
Manufacturers Hanover Securities Corp. September 1986 - January 1992
Skills
Financial Structuring, Investment Banking, Capital Markets
Education
Columbia University - Columbia Business School 1989 — 1991
M.B.A., Finance
State University of New York at Albany 1983 — 1986
B.S., Business Administration, Finance, M.I.S.
Greg Slonaker's PaineWebber Experience June 1991 - October 1995
Job Portfolio Manager Portfolio Manager at MetLife
Industry Insurance
Experience
MetLife June 2005 - Present
MetLife March 2001 - May 2005
MetLife October 1995 - March 2001
PaineWebber June 1991 - October 1995
Paine Webber January 1990 - June 1991
Skills
Portfolio Management, Trading, Fixed Income, Options, MBS, Investments, Asset Management, Asset Allocation, Securities, Bloomberg, Derivatives, Mutual Funds, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MS, Business Administration
Lafayette College 1975 — 1979
BA, Engineering (Metallurgical) and Economics
MetLife June 2005 - Present
MetLife March 2001 - May 2005
MetLife October 1995 - March 2001
PaineWebber June 1991 - October 1995
Paine Webber January 1990 - June 1991
Skills
Portfolio Management, Trading, Fixed Income, Options, MBS, Investments, Asset Management, Asset Allocation, Securities, Bloomberg, Derivatives, Mutual Funds, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 1979 — 1981
MS, Business Administration
Lafayette College 1975 — 1979
BA, Engineering (Metallurgical) and Economics
Marc de Saint Phalle's PaineWebber Experience 1984 - 1987
Job Managing Director, Director of Private Equity at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
Bessemer Trust 1999 - Present
Merrill Lynch 1994 - 1999
Morgan Stanley International 1993 - 1993
Banco Popular 1991 - 1992
First Boston Corporation 1989 - 1991
Cravath, Swaine & Moore 1988 - 1989
PaineWebber 1984 - 1987
Skills
Investments, Alternative Investments, Private Equity, Venture Capital, Real Estate, Hedge Funds, Investment Banking, Private Banking, Corporate Finance, Mergers & Acquisitions, Management, Energy, Oil & Gas, Infrastructure, Wealth Management, Family Office, Equities, Due Diligence, Valuation, Finance, Asset Management
Education
Columbia Business School 1992 — 1994
MBA, Finance, International Business
Duke University 1984 — 1988
AB, Political Science, Comparative Area Studies (Western Europe and East Asia)
George Hassan's PaineWebber Experience September 1993 - July 1998
Job Student at Columbia University in the City of New York
Industry Investment Management
Experience
Columbia University January 2009 - Present
Runnymede Capital June 2006 - December 2007
J.P. Morgan July 2000 - November 2005
PaineWebber September 1993 - July 1998
Skills
Trading, Sales, Asset Management, Asset Managment, Financial Analysis, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Political Science
Columbia University January 2009 - Present
Runnymede Capital June 2006 - December 2007
J.P. Morgan July 2000 - November 2005
PaineWebber September 1993 - July 1998
Skills
Trading, Sales, Asset Management, Asset Managment, Financial Analysis, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Political Science
Miriam Gartland's PaineWebber Experience September 1988 - July 1993
Job Teacher at St. Ignatius Loyola School
Industry Education Management
Experience
St. Ignatius Loyola School September 2007 - Present
PaineWebber September 1988 - July 1993
EF Hutton December 1983 - June 1988
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Economics/Finance
College of Mount Saint Vincent 1978 — 1982
BA, Foreign Languages/Business
St. Ignatius Loyola School September 2007 - Present
PaineWebber September 1988 - July 1993
EF Hutton December 1983 - June 1988
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Economics/Finance
College of Mount Saint Vincent 1978 — 1982
BA, Foreign Languages/Business
Marissa Romano-Luna's PaineWebber Experience September 2000 - May 2001
Job Senior NonAgency RMBS Evaluator at Interactive Data
Industry Financial Services
Experience
Interactive Data August 2001 - Present
PaineWebber September 2000 - May 2001
PaineWebber May 2000 - August 2000
Skills
Fixed Income, Bloomberg, Securitization, Securities, Bonds
Education
Dowling College 2001 — 2003
Master of Business Administration (MBA), Banking and Finance, GPA: 3.88/4.0
SUNY Albany 1997 — 2001
Bachelor of Applied Science (BASc), Economics
Interactive Data August 2001 - Present
PaineWebber September 2000 - May 2001
PaineWebber May 2000 - August 2000
Skills
Fixed Income, Bloomberg, Securitization, Securities, Bonds
Education
Dowling College 2001 — 2003
Master of Business Administration (MBA), Banking and Finance, GPA: 3.88/4.0
SUNY Albany 1997 — 2001
Bachelor of Applied Science (BASc), Economics
Christie Barbour's PaineWebber Experience 1998 - 2000
Job Vice President at Dorilton Capital
Industry Financial Services
Experience
Dorilton Capital December 2012 - Present
UBS Wealth Management 2007 - 2010
UBS Wealth Management 2000 - 2006
PaineWebber 1998 - 2000
Skills
Financial Analysis, Accounting, Project Management, Finance
Education
DeSales University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Dorilton Capital December 2012 - Present
UBS Wealth Management 2007 - 2010
UBS Wealth Management 2000 - 2006
PaineWebber 1998 - 2000
Skills
Financial Analysis, Accounting, Project Management, Finance
Education
DeSales University 1992 — 1996
Bachelor of Science (B.S.), Accounting
Joanne Maddaloni's PaineWebber Experience September 1988 - July 1998
Job Sr Administrative Assistant at Genzyme
Industry Biotechnology
Experience
Genzyme July 1998 - Present
PaineWebber September 1988 - July 1998
Metaphor 1985 - 1988
Metaphor 1985 - 1988
Skills
Sop, Biotechnology, System Administration, Pharmaceutical Industry, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, CAPA, Administration, Management, FDA, SOP, ISO 13485, Software Documentation, Change Control, Human Resources, Process Improvement, 21 CFR Part 11, Medical Devices, GMP, Validation
Education
The Berkeley School 1982 — 1984
Associate's degree, Business
Centenary College
Business Administration and Management, General
Genzyme July 1998 - Present
PaineWebber September 1988 - July 1998
Metaphor 1985 - 1988
Metaphor 1985 - 1988
Skills
Sop, Biotechnology, System Administration, Pharmaceutical Industry, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, CAPA, Administration, Management, FDA, SOP, ISO 13485, Software Documentation, Change Control, Human Resources, Process Improvement, 21 CFR Part 11, Medical Devices, GMP, Validation
Education
The Berkeley School 1982 — 1984
Associate's degree, Business
Centenary College
Business Administration and Management, General
Tom Orsini's PaineWebber Experience January 1995 - January 1996
Job Senior Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2006 - Present
UBS Financial Services January 1996 - May 2006
PaineWebber January 1995 - January 1996
Skills
Securities Regulation, Securities, Privacy Law, Financial Services, Financial Regulation, Data Privacy, Operational Risk..., Financial Risk, Legal Advice, Risk Management
Education
Rutgers University School of Law - Newark 1990 — 1993
Doctor of Law (J.D.)
Drew University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Fidelity Investments May 2006 - Present
UBS Financial Services January 1996 - May 2006
PaineWebber January 1995 - January 1996
Skills
Securities Regulation, Securities, Privacy Law, Financial Services, Financial Regulation, Data Privacy, Operational Risk..., Financial Risk, Legal Advice, Risk Management
Education
Rutgers University School of Law - Newark 1990 — 1993
Doctor of Law (J.D.)
Drew University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Jennifer Sneath, CFA's PaineWebber Experience 1994 - 1995
Job Vice President and Associate Director, Fixed Income at Wellington Management
Industry Investment Management
Experience
Wellington Management 2006 - Present
Greenwich Associates 2003 - 2006
Wellington Management 1995 - 2002
PaineWebber 1994 - 1995
Smith Barney June 1993 - August 1993
Martin Marietta 1989 - 1992
Education
Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Wellington Management 2006 - Present
Greenwich Associates 2003 - 2006
Wellington Management 1995 - 2002
PaineWebber 1994 - 1995
Smith Barney June 1993 - August 1993
Martin Marietta 1989 - 1992
Education
Tuck School of Business at Dartmouth 1992 — 1994
Master of Business Administration (MBA)
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Carmela Montoya-Hernandez's PaineWebber Experience July 1997 - June 2001
Job NBI Coordinator
Industry Legal Services
Experience
Polsinelli April 2015 - Present
Tripp Lite October 2013 - April 2015
Tripp Lite April 2012 - October 2013
Winston & Strawn LLP December 2003 - April 2005
Winston & Strawn LLP July 2001 - December 2003
PaineWebber July 1997 - June 2001
Skills
Analysis, Research, Legal Research
Education
DePaul University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Polsinelli April 2015 - Present
Tripp Lite October 2013 - April 2015
Tripp Lite April 2012 - October 2013
Winston & Strawn LLP December 2003 - April 2005
Winston & Strawn LLP July 2001 - December 2003
PaineWebber July 1997 - June 2001
Skills
Analysis, Research, Legal Research
Education
DePaul University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Sarah Concannon's PaineWebber Experience September 1991 - December 1997
Job Sr. Administrative Assistant at Novartis Oncology
Industry Pharmaceuticals
Experience
Novartis Oncology February 2001 - Present
Pfizer June 1998 - January 2001
PaineWebber September 1991 - December 1997
Skills
Pharmaceutical Industry, Oncology, Lotus Notes, CTMS, Administrative..., Concur, Meeting Planning, Human Resources, Convention Services
Education
Centenary College 2007 — 2009
Business Administration and Management, General
New Jersey City University
Novartis Oncology February 2001 - Present
Pfizer June 1998 - January 2001
PaineWebber September 1991 - December 1997
Skills
Pharmaceutical Industry, Oncology, Lotus Notes, CTMS, Administrative..., Concur, Meeting Planning, Human Resources, Convention Services
Education
Centenary College 2007 — 2009
Business Administration and Management, General
New Jersey City University
Jay Abrahamovich's PaineWebber Experience December 1980 - October 1998
Job Business Owner
Industry Transportation/Trucking/Railroad
Experience
Self-employed May 1998 - Present
PaineWebber December 1980 - October 1998
Skills
Small Business, Team Building, Coaching, Strategic Planning, Customer Service, Management, Sales Management, Business Strategy, Negotiation, Sales, Business Planning
Education
Clarion University of Pennsylvania 1973 — 1977
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Self-employed May 1998 - Present
PaineWebber December 1980 - October 1998
Skills
Small Business, Team Building, Coaching, Strategic Planning, Customer Service, Management, Sales Management, Business Strategy, Negotiation, Sales, Business Planning
Education
Clarion University of Pennsylvania 1973 — 1977
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Julia (Kemble) Modzelewski's PaineWebber Experience April 1996 - February 1999
Job Financial Analyst
Industry Financial Services
Experience
Tyco May 2015 - Present
Notre Dame High School February 2014 - June 2014
Montgomery High School September 2011 - June 2012
PaineWebber April 1996 - February 1999
Mitchell Hutchins Asset Management October 1994 - April 1996
PaineWebber October 1993 - October 1994
Skills
Financial Analysis, Financial Modeling, Quantitative Analysis, Risk Management, Portfolio Management, Investments, Asset Management, Financial Services, Research, Performance Reporting, Presentation Skills, Written Communication, Project Planning, Interpersonal Skills, Teaching, Supervisory Skills
Education
Columbia University in the City of New York 1992 — 1995
Master's Degree, Political Science and Government
Wellesley College 1988 — 1992
Bachelor's Degree, Political Science and Government
Tyco May 2015 - Present
Notre Dame High School February 2014 - June 2014
Montgomery High School September 2011 - June 2012
PaineWebber April 1996 - February 1999
Mitchell Hutchins Asset Management October 1994 - April 1996
PaineWebber October 1993 - October 1994
Skills
Financial Analysis, Financial Modeling, Quantitative Analysis, Risk Management, Portfolio Management, Investments, Asset Management, Financial Services, Research, Performance Reporting, Presentation Skills, Written Communication, Project Planning, Interpersonal Skills, Teaching, Supervisory Skills
Education
Columbia University in the City of New York 1992 — 1995
Master's Degree, Political Science and Government
Wellesley College 1988 — 1992
Bachelor's Degree, Political Science and Government
Lynne Caldwell's PaineWebber Experience 1993 - 1996
Job Investment Banking Professional
Industry Investment Banking
Experience
Altrinsic Global Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
PaineWebber 1993 - 1996
Education
Denison University 1989 — 1993
Bachelor's degree, Economic and French
The London School of Economics and Political Science (LSE) 1991 — 1991
Academic Semester Abroad, Economics
Altrinsic Global Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
PaineWebber 1993 - 1996
Education
Denison University 1989 — 1993
Bachelor's degree, Economic and French
The London School of Economics and Political Science (LSE) 1991 — 1991
Academic Semester Abroad, Economics
Salomon Brothers
Salomon Smith Barney
Paine Webber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers