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
Mia Singh Mia Singh's PaineWebber Experience June 1998 - September 1998
Job Business/Corporate Counsel
Industry Law Practice
Experience
Corporate Essentials Law Group, P.A. July 2014 - Present
Choice Legal Group June 2013 - June 2014
Foreman Friedman October 2012 - May 2013
Greenberg Singh PA April 2004 - May 2012
Weiss Serota Helfman Pastoriza etc 2001 - 2003
Cole, Scott & Kissane, P.A. 2000 - 2001
Broward County Public Defender's Office 2000 - 2000
PaineWebber June 1998 - September 1998
Skills
Civil Litigation, Litigation, Commercial Litigation, Legal Research, Legal Writing, Arbitration, Courts, Trials, Criminal Defense, Criminal Law, Mediation, Litigation Support, Family Law, Alternative Dispute..., Trial Practice, Corporate Law, Westlaw, Insurance Law, Personal Injury..., Wrongful Death, Torts, Dispute Resolution
Education
University of Miami School of Law 1995 — 1998
Juris Doctor
UCL 1996 — 1996
Summer Law Program
New York University 1992 — 1995
BA, Politics & Sociology
Corporate Essentials Law Group, P.A. July 2014 - Present
Choice Legal Group June 2013 - June 2014
Foreman Friedman October 2012 - May 2013
Greenberg Singh PA April 2004 - May 2012
Weiss Serota Helfman Pastoriza etc 2001 - 2003
Cole, Scott & Kissane, P.A. 2000 - 2001
Broward County Public Defender's Office 2000 - 2000
PaineWebber June 1998 - September 1998
Skills
Civil Litigation, Litigation, Commercial Litigation, Legal Research, Legal Writing, Arbitration, Courts, Trials, Criminal Defense, Criminal Law, Mediation, Litigation Support, Family Law, Alternative Dispute..., Trial Practice, Corporate Law, Westlaw, Insurance Law, Personal Injury..., Wrongful Death, Torts, Dispute Resolution
Education
University of Miami School of Law 1995 — 1998
Juris Doctor
UCL 1996 — 1996
Summer Law Program
New York University 1992 — 1995
BA, Politics & Sociology
Paul Kam Paul Kam's PaineWebber Experience 1997 - 2000
Job Vice President, Human Resources at PIMCO
Industry Human Resources
Experience
PIMCO February 2013 - Present
Credit Suisse March 2011 - September 2012
Barclays Capital 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2000 - 2006
PaineWebber 1997 - 2000
Moody's Investors Service 1993 - 1997
Bank of Boston 1990 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Structured Finance, Corporate Finance, Mergers, Equity Research, Leveraged Finance, Talent Management, Succession Planning, Onboarding, Talent Acquisition, Performance Management, Management, Deferred Compensation, Employee Engagement, Employee Relations, Institutional Sales, Subprime, Mortgage Servicing, Change Management, Ratings Advisory, Infrastructure, internal audit, Immigration Policy, Employment Law, Front Office, Front Office Support, Operations Management, Prime Brokerage, divestitures, Internal Audit
Education
Tufts University 1986 — 1990
Bachelors, International Relations, Asian Studies
Nanjing University 1989 — 1989
Chinese Language and Cultural Studies - Semester Abroad
PIMCO February 2013 - Present
Credit Suisse March 2011 - September 2012
Barclays Capital 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2000 - 2006
PaineWebber 1997 - 2000
Moody's Investors Service 1993 - 1997
Bank of Boston 1990 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Structured Finance, Corporate Finance, Mergers, Equity Research, Leveraged Finance, Talent Management, Succession Planning, Onboarding, Talent Acquisition, Performance Management, Management, Deferred Compensation, Employee Engagement, Employee Relations, Institutional Sales, Subprime, Mortgage Servicing, Change Management, Ratings Advisory, Infrastructure, internal audit, Immigration Policy, Employment Law, Front Office, Front Office Support, Operations Management, Prime Brokerage, divestitures, Internal Audit
Education
Tufts University 1986 — 1990
Bachelors, International Relations, Asian Studies
Nanjing University 1989 — 1989
Chinese Language and Cultural Studies - Semester Abroad
Michael A Poland CFA Michael A Poland CFA's PaineWebber Experience November 1989 - June 2000
Job Braeburn Wealth Management. Providing unique and thoughtfully constructed investment solutions.
Industry Financial Services
Experience
Braeburn Wealth Management, LLC August 2011 - Present
Rehmann Financial January 2009 - August 2011
The Rehmann Group 2009 - August 2011
West Michigan Symphony 2005 - 2011
Merrill Lynch June 2000 - January 2009
PaineWebber November 1989 - June 2000
Smith Barney May 1989 - November 1989
Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income
Education
University of St. Thomas 1988 — 1990
MBA Finance, Finance
Michigan State University 1980 — 1984
BS. Engineering, Engineering Arts
Mona Shores
Braeburn Wealth Management, LLC August 2011 - Present
Rehmann Financial January 2009 - August 2011
The Rehmann Group 2009 - August 2011
West Michigan Symphony 2005 - 2011
Merrill Lynch June 2000 - January 2009
PaineWebber November 1989 - June 2000
Smith Barney May 1989 - November 1989
Skills
Wealth Management, Finance, Wealth, Investment Advisory..., Series 7, Retirement Planning, Investments, Strategic Financial..., Investment Management, Portfolio Management, Securities, Financial Planners, Asset Managment, Estate Planning, Fixed Income
Education
University of St. Thomas 1988 — 1990
MBA Finance, Finance
Michigan State University 1980 — 1984
BS. Engineering, Engineering Arts
Mona Shores
Robert H. Miller Robert H. Miller's PaineWebber Experience July 1996 - March 1999
Job Accomplished Senior Leader – Retail. Mobile. Investment Banking. P&L / Business Owner. Strategy. Finance. M&A
Industry Retail
Experience
Minneapolis, MN February 2015 - Present
Best Buy June 2013 - February 2015
Best Buy February 2012 - June 2013
Best Buy November 2009 - February 2012
Best Buy February 2007 - November 2009
UBS Investment Bank August 2005 - February 2007
Dresdner Kleinwort Wasserstein March 1999 - July 2005
PaineWebber July 1996 - March 1999
Skills
Strategy, Corporate Finance, Forecasting, Mergers & Acquisitions, Retail, P&L Management, Investments, Sales, Investment Banking, Financial Modeling, Business Planning, Strategic Planning, Business Strategy, Cross-functional Team..., Financial Analysis, Corporate Development, Merchandising, Customer Experience, P&L, Income Statement, Competitive Analysis, New Business Development, Leadership, Secondary Market, Data Analysis, Management, Public Speaking, Reverse Logistics, Recycling, Strategic Negotiations, Contract Negotiation, Operations Management, Vendor Management, Vendor Contracts, Demand Planning, Customer Returns, Refurbishments, Multi-channel Retail, Financial Statements, P&L Analysis, Return on Investment..., Long Range Planning, Valuation Modeling, Operational Excellence, Retail Category..., Online Retail, Operational Planning, Store Operations, Strategic Vision, Presentation Skills
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts, Economics / Finance / Management / Accounting / Sociology, Summa Cum Laude
Minneapolis, MN February 2015 - Present
Best Buy June 2013 - February 2015
Best Buy February 2012 - June 2013
Best Buy November 2009 - February 2012
Best Buy February 2007 - November 2009
UBS Investment Bank August 2005 - February 2007
Dresdner Kleinwort Wasserstein March 1999 - July 2005
PaineWebber July 1996 - March 1999
Skills
Strategy, Corporate Finance, Forecasting, Mergers & Acquisitions, Retail, P&L Management, Investments, Sales, Investment Banking, Financial Modeling, Business Planning, Strategic Planning, Business Strategy, Cross-functional Team..., Financial Analysis, Corporate Development, Merchandising, Customer Experience, P&L, Income Statement, Competitive Analysis, New Business Development, Leadership, Secondary Market, Data Analysis, Management, Public Speaking, Reverse Logistics, Recycling, Strategic Negotiations, Contract Negotiation, Operations Management, Vendor Management, Vendor Contracts, Demand Planning, Customer Returns, Refurbishments, Multi-channel Retail, Financial Statements, P&L Analysis, Return on Investment..., Long Range Planning, Valuation Modeling, Operational Excellence, Retail Category..., Online Retail, Operational Planning, Store Operations, Strategic Vision, Presentation Skills
Education
Ohio Wesleyan University 1992 — 1996
Bachelor of Arts, Economics / Finance / Management / Accounting / Sociology, Summa Cum Laude
Cynthia E. James, MBA Cynthia E. James, MBA's PaineWebber Experience 1984 - 1997
Job Project Management Specialist
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America May 2013 - December 2014
Morgan Stanley Wealth Management December 2005 - April 2013
Morgan Stanley April 2003 - December 2005
BearingPoint, Inc April 2000 - April 2003
Deustche Bank November 1997 - April 2000
PaineWebber 1984 - 1997
Skills
Business Requirements, Wealth Management, Process Re-engineering, Conversions, Excel, Word, Integration, Microsoft Word, Business Process..., Microsoft Excel, Data Conversion, Implementation Planning, Implementation..., Leadership, Communication, Problem Solving, Business Analysis, Visio, Risk Management, Project Management, Management, Management Consulting, Financial Services, Banking, Budgets, Program Management, SDLC, Asset Management, PMO, Project Portfolio..., Financial Risk, Strategy, IT Strategy, Vendor Management, Business Process, Process Improvement, PMP, Business Process..., Portfolio Management, Requirements Gathering, Business Transformation, Relationship Management, CRM, Governance
Education
Saint John's University 1986 — 1990
MBA, Marketing
Marymount College 1980 — 1984
BS, Business / Marketing
Bank of America January 2015 - Present
Bank of America May 2013 - December 2014
Morgan Stanley Wealth Management December 2005 - April 2013
Morgan Stanley April 2003 - December 2005
BearingPoint, Inc April 2000 - April 2003
Deustche Bank November 1997 - April 2000
PaineWebber 1984 - 1997
Skills
Business Requirements, Wealth Management, Process Re-engineering, Conversions, Excel, Word, Integration, Microsoft Word, Business Process..., Microsoft Excel, Data Conversion, Implementation Planning, Implementation..., Leadership, Communication, Problem Solving, Business Analysis, Visio, Risk Management, Project Management, Management, Management Consulting, Financial Services, Banking, Budgets, Program Management, SDLC, Asset Management, PMO, Project Portfolio..., Financial Risk, Strategy, IT Strategy, Vendor Management, Business Process, Process Improvement, PMP, Business Process..., Portfolio Management, Requirements Gathering, Business Transformation, Relationship Management, CRM, Governance
Education
Saint John's University 1986 — 1990
MBA, Marketing
Marymount College 1980 — 1984
BS, Business / Marketing
Dan Sperow, CFP®, CRPC®, CIMA® Dan Sperow, CFP®, CRPC®, CIMA®'s PaineWebber Experience October 1996 - October 1998
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 1998 - Present
PaineWebber October 1996 - October 1998
Skills
Investments, Alternative Investments, Retirement, Retirement Planning, Asset Allocation, College Savings Plans, 401k Rollovers, Wealth Preservation...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program, CIMA®, Investments and Securities
Miami University 1990 — 1994
Bachelor Of Science, Business Administration
Wells Fargo Advisors, LLC. October 1998 - Present
PaineWebber October 1996 - October 1998
Skills
Investments, Alternative Investments, Retirement, Retirement Planning, Asset Allocation, College Savings Plans, 401k Rollovers, Wealth Preservation...
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program, CIMA®, Investments and Securities
Miami University 1990 — 1994
Bachelor Of Science, Business Administration
Bob Dell'Anno Bob Dell'Anno's PaineWebber Experience August 1989 - May 1991
Job SVP, Field Exam Manager at Branch Banking & Trust
Industry Banking
Experience
Branch Banking & Trust July 2007 - Present
PaineWebber August 1989 - May 1991
Merrill Lynch October 1973 - August 1989
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Risk, Loans, Retail Banking, Credit Analysis, Portfolio Management, Asset Based Lending
Education
Franklin Pierce University 1966 — 1970
Bachelor of Arts (BA), Corporate Finance
North Carolina State University
Branch Banking & Trust July 2007 - Present
PaineWebber August 1989 - May 1991
Merrill Lynch October 1973 - August 1989
Skills
Banking, Commercial Lending, Commercial Banking, Small Business Lending, Credit, Credit Risk, Loans, Retail Banking, Credit Analysis, Portfolio Management, Asset Based Lending
Education
Franklin Pierce University 1966 — 1970
Bachelor of Arts (BA), Corporate Finance
North Carolina State University
Rebecca Waidman Scheurer Rebecca Waidman Scheurer's PaineWebber Experience August 1995 - November 2000
Job Billing and Collections Specialist at Genesis Rehab Services
Industry Medical Practice
Experience
Genesis September 2001 - Present
Virtua Health March 2010 - July 2011
PaineWebber August 1995 - November 2000
Education
New Jersey City University 1993 — 1996
Bachelor of Science (B.S.), Finance, General
Genesis September 2001 - Present
Virtua Health March 2010 - July 2011
PaineWebber August 1995 - November 2000
Education
New Jersey City University 1993 — 1996
Bachelor of Science (B.S.), Finance, General
Marc Vargas Marc Vargas's PaineWebber Experience December 1989 - May 1991
Job Experienced Financial Services and IT Professional
Industry Financial Services
Experience
Delta Data Software December 2012 - Present
TD Ameritrade November 2008 - September 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2007 - November 2008
DST Systems Inc October 2001 - September 2007
PNC October 1998 - September 2001
SunGard Shareholder Systems May 1996 - October 1998
AIM Fund Services April 1992 - May 1996
Cortland Financial Group May 1991 - April 1992
PaineWebber December 1989 - May 1991
National Securities & Research Corp. January 1983 - December 1989
Skills
Mutual Funds, Transfer Agency, FundSERV, Omnibus, Project Management, Business Analysis, Systems Analysis, System Design, System Administration, Operations Management, Data Conversion, Cost Basis Reporting, SDLC, Blue Sky, Subaccounting, Relationship Management, Customer Service, Quality Assurance, System Deployment, Networking, Back Office, ACATS, Tax Reporting, Brokerage, Corporate Actions, Vendor Management, Financial Services, CRM, Risk Management, Equities, Requirements Gathering, Asset Management, Leadership, Management, Business Requirements, Process Improvement
Education
Monroe Community College 1984 — 1986
Delta Data Software December 2012 - Present
TD Ameritrade November 2008 - September 2012
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2007 - November 2008
DST Systems Inc October 2001 - September 2007
PNC October 1998 - September 2001
SunGard Shareholder Systems May 1996 - October 1998
AIM Fund Services April 1992 - May 1996
Cortland Financial Group May 1991 - April 1992
PaineWebber December 1989 - May 1991
National Securities & Research Corp. January 1983 - December 1989
Skills
Mutual Funds, Transfer Agency, FundSERV, Omnibus, Project Management, Business Analysis, Systems Analysis, System Design, System Administration, Operations Management, Data Conversion, Cost Basis Reporting, SDLC, Blue Sky, Subaccounting, Relationship Management, Customer Service, Quality Assurance, System Deployment, Networking, Back Office, ACATS, Tax Reporting, Brokerage, Corporate Actions, Vendor Management, Financial Services, CRM, Risk Management, Equities, Requirements Gathering, Asset Management, Leadership, Management, Business Requirements, Process Improvement
Education
Monroe Community College 1984 — 1986
Jennifer Borgesen, QKA, QPFC Jennifer Borgesen, QKA, QPFC's PaineWebber Experience April 1989 - August 1991
Job Client Services Manager at Alerus Financial
Industry Financial Services
Experience
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
Alerus Financial March 2014 - Present
Whispering Oaks Association June 2004 - Present
Alerus Financial January 2013 - March 2014
Alliance Benefit Group of Michigan November 2010 - January 2013
Freedom One Financial Group October 2006 - June 2010
JPMorgan Chase October 2003 - September 2006
Standard Federal Bank April 2002 - October 2003
PaineWebber April 1989 - August 1991
Drexel Burnham Lambert December 1988 - April 1989
Oberweis Securities August 1988 - December 1988
Skills
Series 65, Notary Public, Team Leadership, Investments, Compliance, 401k, Client Service, Securities, ERISA, Retirement, Banking, Retirement Plan..., FINRA, Financial Advisory, Relationship Management, Customer Service, Strategic Planning, Cross Selling, Team Building, Microsoft Office, Series 63, Investment Advisory, Management, Leadership, Mutual Funds, Financial Services, Human Resources, Pensions, Wealth Management, CRM, Asset Allocation, Employee Benefits, Strategic Financial..., Investment Strategies
Education
Oakland University 1981 — 1983
Bachelor of Science, Economics
Oakland Community College 1979 — 1981
Associate, Liberal Arts
Livonia Franklin High School
Bret Young Bret Young's PaineWebber Experience March 1988 - September 1997
Job Managing Director, Business Development at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC May 2015 - Present
Curian Capital, LLC April 2012 - Present
Thomson Horstmann & Bryant May 2010 - April 2012
GE Asset Management December 2007 - May 2010
Dreyfus Investments 2000 - 2007
J&W Seligman 1997 - 2000
PaineWebber March 1988 - September 1997
EF Hutton & Company January 1985 - March 1988
Skills
Separately Managed..., Institutional Sales, Alternative Investments, Asset Management, Securities, Sales, Mutual Funds, Series 7, Investment Strategies, Investments, Equities, Asset Allocation, Series 63, Investment Advisory, Pensions, Morningstar, Fixed Income, Investment Management, Business Development, Portfolio Management, Wealth Management, ETFs, Series 65, Financial Services, 401k, Series 24, Hedge Funds, Retirement Planning, Financial Advisory, Private Equity
Education
New York University - Leonard N. Stern School of Business 1987 — 1994
MBA, Marketing
Manhattan College 1978 — 1982
BS, Marketing
INTECH Investment Management LLC May 2015 - Present
Curian Capital, LLC April 2012 - Present
Thomson Horstmann & Bryant May 2010 - April 2012
GE Asset Management December 2007 - May 2010
Dreyfus Investments 2000 - 2007
J&W Seligman 1997 - 2000
PaineWebber March 1988 - September 1997
EF Hutton & Company January 1985 - March 1988
Skills
Separately Managed..., Institutional Sales, Alternative Investments, Asset Management, Securities, Sales, Mutual Funds, Series 7, Investment Strategies, Investments, Equities, Asset Allocation, Series 63, Investment Advisory, Pensions, Morningstar, Fixed Income, Investment Management, Business Development, Portfolio Management, Wealth Management, ETFs, Series 65, Financial Services, 401k, Series 24, Hedge Funds, Retirement Planning, Financial Advisory, Private Equity
Education
New York University - Leonard N. Stern School of Business 1987 — 1994
MBA, Marketing
Manhattan College 1978 — 1982
BS, Marketing
Ysanne Latchman Ysanne Latchman's PaineWebber Experience May 2001 - November 2002
Job
Industry Public Relations and Communications
Experience
All The Write Words September 2002 - Present
BNY Mellon August 2006 - September 2013
Special Event Partners January 2005 - August 2006
Ms. Foundation for Women January 2003 - February 2005
PaineWebber May 2001 - November 2002
CBS News May 2000 - May 2001
CBS News September 1999 - December 1999
MTV Networks / Logo January 1999 - May 1999
Skills
Microsoft Office, Journalism, Copy Editing, Proofreading, Copywriting, Magazines, Blogging, Creative Writing, Publications, Speech Writing, Content Development, Newsletters, Writing, Fact-checking, Marketing, Social Media, Social Media..., Corporate Communications, Customer Service, News Writing, Publishing, Freelance Writing, Feature Articles, Content Writing, Spanish, Special Events..., Event Management, Corporate Events, Caribbean Culture, Event Planning, Positive Team Player, Public Relations, Editing
Education
New York University 1998 — 2000
Master of Arts (M.A.), Journalism
University of the West Indies, St. Augustine Campus 1994 — 1997
Bachelor of Science (B.Sc.), International Relations and Affairs
All The Write Words September 2002 - Present
BNY Mellon August 2006 - September 2013
Special Event Partners January 2005 - August 2006
Ms. Foundation for Women January 2003 - February 2005
PaineWebber May 2001 - November 2002
CBS News May 2000 - May 2001
CBS News September 1999 - December 1999
MTV Networks / Logo January 1999 - May 1999
Skills
Microsoft Office, Journalism, Copy Editing, Proofreading, Copywriting, Magazines, Blogging, Creative Writing, Publications, Speech Writing, Content Development, Newsletters, Writing, Fact-checking, Marketing, Social Media, Social Media..., Corporate Communications, Customer Service, News Writing, Publishing, Freelance Writing, Feature Articles, Content Writing, Spanish, Special Events..., Event Management, Corporate Events, Caribbean Culture, Event Planning, Positive Team Player, Public Relations, Editing
Education
New York University 1998 — 2000
Master of Arts (M.A.), Journalism
University of the West Indies, St. Augustine Campus 1994 — 1997
Bachelor of Science (B.Sc.), International Relations and Affairs
Rafick Khan Rafick Khan's PaineWebber Experience July 2000 - May 2005
Job Consultant
Industry Financial Services
Experience
RMK Media Group, LLC May 2009 - Present
Williams Lea December 2008 - July 2012
UBS Investment Bank May 2005 - December 2008
PaineWebber July 2000 - May 2005
Skills
Microsoft Office, Microsoft Word, MS Excel, MS PowerPoint, Outlook, Adobe Acrobat, Customer Service, Project Management, Corel Draw, Adobe After Effects, Final Cut Pro, MS Project, Microsoft Excel, Access, Management, Troubleshooting, PowerPoint, Business Analysis, Editing, Event Planning, Social Media, Video, Writing, After Effects
Education
New York University 1995 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York University 1995 — 1999
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
RMK Media Group, LLC May 2009 - Present
Williams Lea December 2008 - July 2012
UBS Investment Bank May 2005 - December 2008
PaineWebber July 2000 - May 2005
Skills
Microsoft Office, Microsoft Word, MS Excel, MS PowerPoint, Outlook, Adobe Acrobat, Customer Service, Project Management, Corel Draw, Adobe After Effects, Final Cut Pro, MS Project, Microsoft Excel, Access, Management, Troubleshooting, PowerPoint, Business Analysis, Editing, Event Planning, Social Media, Video, Writing, After Effects
Education
New York University 1995 — 2002
Bachelor of Arts (B.A.), English Language and Literature/Letters
New York University 1995 — 1999
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Rebecca E. Perez Rebecca E. Perez's PaineWebber Experience 1997 - 1999
Job Director, Finance & Administration @ BOMA NY
Industry Real Estate
Experience
BOMA NY October 2005 - Present
OH+R Inc 2001 - 2005
UBS PaineWebber 1999 - 2001
PaineWebber 1997 - 1999
Skills
Facilities Management, Real Estate, Budgets, Asset Managment, Contract Negotiation, Property Management, Real Estate Development, Lease Administration, Strategic Planning, Real Estate Economics, Investment Properties, Due Diligence, Real Estate Transactions, Corporate Real Estate, Leases, Asset Management, Lease Negotiations, Feasibility Studies, Residential Homes, Contract Management, Commercial Real Estate, Finance, Investments, Tenant, Team Building, Landlords, New Business Development, Construction Management, Disposition, Negotiation, Construction
Education
Montclair State University 1997 — 2000
Rider University 1996 — 1997
BOMA NY October 2005 - Present
OH+R Inc 2001 - 2005
UBS PaineWebber 1999 - 2001
PaineWebber 1997 - 1999
Skills
Facilities Management, Real Estate, Budgets, Asset Managment, Contract Negotiation, Property Management, Real Estate Development, Lease Administration, Strategic Planning, Real Estate Economics, Investment Properties, Due Diligence, Real Estate Transactions, Corporate Real Estate, Leases, Asset Management, Lease Negotiations, Feasibility Studies, Residential Homes, Contract Management, Commercial Real Estate, Finance, Investments, Tenant, Team Building, Landlords, New Business Development, Construction Management, Disposition, Negotiation, Construction
Education
Montclair State University 1997 — 2000
Rider University 1996 — 1997
Ain Haque Ain Haque's PaineWebber Experience April 1975 - January 1986
Job Accountant
Industry Accounting
Experience
Self-employed July 1982 - Present
Muslim Foundation of America Inc. 2000 - 2012
Kidder Peabody January 1986 - January 1989
PaineWebber April 1975 - January 1986
Skills
Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Business Strategy, Negotiation, Project Management, Accounting, QuickBooks, Financial Analysis, Management, Team Building, Marketing
Education
Pace University 1982 — 1985
MBA, Finance
Marymount College 1978 — 1982
Bachelor's degree, Accounting/Auditing
Self-employed July 1982 - Present
Muslim Foundation of America Inc. 2000 - 2012
Kidder Peabody January 1986 - January 1989
PaineWebber April 1975 - January 1986
Skills
Microsoft Office, Microsoft Word, Teamwork, Research, Customer Service, Business Strategy, Negotiation, Project Management, Accounting, QuickBooks, Financial Analysis, Management, Team Building, Marketing
Education
Pace University 1982 — 1985
MBA, Finance
Marymount College 1978 — 1982
Bachelor's degree, Accounting/Auditing
Rama Malone's PaineWebber Experience May 1996 - December 1998
Job Portfolio Manager, Trader and Credit Risk Advisor
Industry Capital Markets
Experience
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Deutsche Bank February 2009 - January 2015
Deutsche Bank February 2005 - February 2009
Deutsche Bank August 2004 - February 2005
FleetBoston Financial June 2000 - March 2004
BankBoston March 1999 - June 2000
PaineWebber May 1996 - December 1998
PaineWebber November 1993 - May 1996
Skills
Credit Derivatives, Interest Rate..., Bond Markets, Trading Strategies, Proprietary Trading, Futures Trading, Bloomberg Terminal, Portfolio Management, Asset Management, Quantitative Analytics, Capital Structure, Arbitrage, Options, Leveraged Finance, Corporate Credit, High Yield Bonds, Loans, Emerging Markets, Fixed Income, Equities, Bonds, Trading, Derivatives, Capital Markets, Swaps, Interest Rates, Investment Banking, Hedging, Credit, Credit Risk, Risk Management, Financial Markets, Financial Analysis, Structured Finance, Finance, Corporate Finance, CDS, Credit Analysis
Education
Michigan State University 1988 — 1993
Bachelor of Arts (B.A.), Political Science & Economics
Peter Miller, AIF®, CRPC® Peter Miller, AIF®, CRPC®'s PaineWebber Experience 1993 - 1995
Job Partner, Oswego Crest Financial Group, LLC
Industry Investment Management
Experience
Oswego Crest Financial Group, LLC May 2008 - Present
Smith Barney 1995 - 2008
Smith Barney 2001 - 2002
PaineWebber 1993 - 1995
Skills
Investment Strategies, 401k, Estate Planning, Risk Management, Business Planning, Alternative Investment..., Executive Compensation..., Wealth Management, Strategic Financial..., Retirement Planning, Asset Managment, Stock Option Planning
Education
University of Oregon 1983 — 1987
B.A., International Studies
Nyenrode Business Universiteit / Nyenrode University 1985 — 1986
International Business Program, International Business
Sunset High School
Oswego Crest Financial Group, LLC May 2008 - Present
Smith Barney 1995 - 2008
Smith Barney 2001 - 2002
PaineWebber 1993 - 1995
Skills
Investment Strategies, 401k, Estate Planning, Risk Management, Business Planning, Alternative Investment..., Executive Compensation..., Wealth Management, Strategic Financial..., Retirement Planning, Asset Managment, Stock Option Planning
Education
University of Oregon 1983 — 1987
B.A., International Studies
Nyenrode Business Universiteit / Nyenrode University 1985 — 1986
International Business Program, International Business
Sunset High School
Carin H Constant Carin H Constant's PaineWebber Experience August 1986 - December 1997
Job Senior VP Institutional Sales at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
Linda Brennan's PaineWebber Experience 1996 - 1996
Job Portfolio / Wealth Management
Industry Investment Management
Experience
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
City National Bank July 2013 - 2014
Neuberger Berman April 2003 - October 2010
Lehman Brothers July 2003 - May 2009
ETG LLC (currently Schonfeld Group Holdings) October 1999 - January 2003
M&T Bank (Keystone Financial) 1993 - 1997
PaineWebber 1996 - 1996
Skills
Equities, Fixed Income, Capital Markets, Portfolio Management, Investment Advisory, Equity Trading, Portfolio and Market..., Registered Investment..., Maintaining Strong..., High Net Worth..., Strengthening Troubled..., Client Relations Skills, Client Account..., Account Management, Regulatory Requirements, Marketing Strategy, Asset Managment, Strengthening Client..., Asset Management, Cash Management, Relationship Management, Long-term Customer..., Change Management, Leadership, Trading Systems, Electronic Trading, Trading Strategies, Proprietary Trading, Investment Strategies, Presentations, Marketing, Risk Management, Series 7, Investment Management, Asset Allocation, Mutual Funds, Series 63, Securities, ETFs, Wealth Management, Equity Research, Investments, Private Banking, Technical Analysis, Trading, Finance, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 1999
Bachelors of Science (BS)
Pace University - Lubin School of Business 2012 — 2013
Financial Planning Certificate Program
Joseph Vallo Joseph Vallo's PaineWebber Experience 1988 - 1995
Job Shareholder at Greenberg Traurig
Industry Law Practice
Experience
Greenberg Traurig, LLP June 2014 - Present
National LGBT Bar Foundation February 2012 - Present
Burr & Forman LLP July 2013 - June 2014
Greenberg Traurig August 2009 - June 2013
WACHOVIA SECURITIES, LLC/WELLS FARGO ADVISORS, LLC 2004 - 2009
TD WATERHOUSE GROUP, INC 2002 - 2004
SALOMON SMITH BARNEY INC January 2000 - January 2002
GRUNTAL & CO., L.L 2000 - 2000
JOSEPH A. VALLO, PA 1995 - 2000
PAINEWEBBER 1988 - 1995
Skills
Litigation, Arbitration, Commercial Litigation, Securities Regulation, Legal Research, Civil Litigation, Securities, Corporate Law, Legal Writing, Legal Issues
Education
New York Law School 1979 — 1983
JD, Law
State University of New York College at Cortland 1975 — 1979
BA, Political Science
Greenberg Traurig, LLP June 2014 - Present
National LGBT Bar Foundation February 2012 - Present
Burr & Forman LLP July 2013 - June 2014
Greenberg Traurig August 2009 - June 2013
WACHOVIA SECURITIES, LLC/WELLS FARGO ADVISORS, LLC 2004 - 2009
TD WATERHOUSE GROUP, INC 2002 - 2004
SALOMON SMITH BARNEY INC January 2000 - January 2002
GRUNTAL & CO., L.L 2000 - 2000
JOSEPH A. VALLO, PA 1995 - 2000
PAINEWEBBER 1988 - 1995
Skills
Litigation, Arbitration, Commercial Litigation, Securities Regulation, Legal Research, Civil Litigation, Securities, Corporate Law, Legal Writing, Legal Issues
Education
New York Law School 1979 — 1983
JD, Law
State University of New York College at Cortland 1975 — 1979
BA, Political Science
Christopher Toring Christopher Toring's PaineWebber Experience May 1997 - April 2004
Job Unique Resource for Financial Professionals
Industry Insurance
Experience
EnVision Insurance Marketing June 2013 - Present
RZ Financial December 2004 - October 2012
PaineWebber May 1997 - April 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Retirement, IRAs, Disability Insurance, Strategic Financial..., Term Life Insurance, Universal Life, 401k, Life Insurance, Insurance Brokerage, Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Long Term Care Insurance, Wealth, Financial Planning
Education
North Dakota State University 1988 — 1992
Bachelor's of Science, Business Administration
North Dakota State University 1988 — 1992
Bachelor of Science (BS), Business / Economics
EnVision Insurance Marketing June 2013 - Present
RZ Financial December 2004 - October 2012
PaineWebber May 1997 - April 2004
Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Retirement, IRAs, Disability Insurance, Strategic Financial..., Term Life Insurance, Universal Life, 401k, Life Insurance, Insurance Brokerage, Financial Planners, Financial Services, Financial Advisory, Portfolio Management, Long Term Care Insurance, Wealth, Financial Planning
Education
North Dakota State University 1988 — 1992
Bachelor's of Science, Business Administration
North Dakota State University 1988 — 1992
Bachelor of Science (BS), Business / Economics
Sam Schweitzer Sam Schweitzer's PaineWebber Experience 1996 - 2000
Job CSA Group LLC
Industry Financial Services
Experience
CSA Group LLC January 2015 - Present
UBS Wealth Management 2007 - 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2000 - 2006
PaineWebber 1996 - 2000
Morgan Stanley 1980 - 1995
Arthur Andersen & Co. 1978 - 1980
Skills
Business Analysis, IT Strategy, Risk Management, Equities, Management, Fixed Income, Capital Markets, Vendor Management, Wealth Management, Investment Banking
Education
New York University 1977 — 1978
M.B.A., Comp Applications & Information Svcs
University at Albany 1973 — 1977
B.S., Mathematics
CSA Group LLC January 2015 - Present
UBS Wealth Management 2007 - 2014
Merrill Lynch 2006 - 2007
UBS Wealth Management 2000 - 2006
PaineWebber 1996 - 2000
Morgan Stanley 1980 - 1995
Arthur Andersen & Co. 1978 - 1980
Skills
Business Analysis, IT Strategy, Risk Management, Equities, Management, Fixed Income, Capital Markets, Vendor Management, Wealth Management, Investment Banking
Education
New York University 1977 — 1978
M.B.A., Comp Applications & Information Svcs
University at Albany 1973 — 1977
B.S., Mathematics
Michael Elling Michael Elling's PaineWebber Experience August 1983 - October 1987
Job Principal, Information Velocity Partners, LLC
Industry Capital Markets
Experience
Information Velocity Partners, LLC January 1999 - Present
Prudential Securities, Inc. September 1994 - October 1998
Oppenheimer & Co, Inc. March 1989 - September 1994
Eberstadt Flemings October 1987 - February 1989
PaineWebber August 1983 - October 1987
Skills
Strategy, Investment Banking, Investments, Telecommunications, Mobile Devices, Venture Capital, Equity Research, Equities, Mobile Communications, M&A experience, Funding, Smart Grid, Strategic Consulting, Mobile Payments, Equity Capital Markets, Private Placements, Knowledge Management, Start-ups, Smartphones, Mergers & Acquisitions, Emerging Markets, Wireless, Capital Raising, Analytics, Finance, Corporate Development, Private Equity, Strategic Advisory, Content Strategy, Content Development, Content Writing
Education
New York University 1984 — 1987
MS, PhD credits, Economics, Austrian School
University of Pennsylvania - The Wharton School 1980 — 1983
BS Finance, Finance, International
Information Velocity Partners, LLC January 1999 - Present
Prudential Securities, Inc. September 1994 - October 1998
Oppenheimer & Co, Inc. March 1989 - September 1994
Eberstadt Flemings October 1987 - February 1989
PaineWebber August 1983 - October 1987
Skills
Strategy, Investment Banking, Investments, Telecommunications, Mobile Devices, Venture Capital, Equity Research, Equities, Mobile Communications, M&A experience, Funding, Smart Grid, Strategic Consulting, Mobile Payments, Equity Capital Markets, Private Placements, Knowledge Management, Start-ups, Smartphones, Mergers & Acquisitions, Emerging Markets, Wireless, Capital Raising, Analytics, Finance, Corporate Development, Private Equity, Strategic Advisory, Content Strategy, Content Development, Content Writing
Education
New York University 1984 — 1987
MS, PhD credits, Economics, Austrian School
University of Pennsylvania - The Wharton School 1980 — 1983
BS Finance, Finance, International
William Doody William Doody's PaineWebber Experience 2000 - 2000
Job Technical Writer at Tower Legal Solutions
Industry Information Technology and Services
Experience
Associated Press November 2013 - November 2013
American Express June 2012 - January 2013
Deutsche Bank June 2010 - December 2010
Value Line, Inc. 2009 - 2009
Peek 2009 - 2009
Smith Barney, Inc. 2000 - 2007
PaineWebber 2000 - 2000
SmartMoney.com 2000 - 2000
The New York Times 1997 - 2000
Skills
Visio, Technical Writing, Software Documentation, SharePoint, Adobe Acrobat, Captivate, RoboHelp, FrameMaker, Online Help, Technical Documentation, E-Learning, Manuals, Quality Assurance, Editing, Content Management, HTML, SnagIt, Instructional Design, Management, Web Content, Information Architecture, Software Project..., Program Management, Publishing, Dreamweaver, Content Development, Analysis, Corporate Communications, Process Improvement, Interviews, Web Content Management, Employee Training, Content Strategy, SDLC, Proposal Writing, Newsletters, Proofreading, Copy Editing, Creative Writing, Marketing, Social Networking, Copywriting, Internal Communications, Blogging, Photoshop, WordPress, Technical Communication, User Experience, User Acceptance Testing, E-commerce
Education
New York University 1975 — 1977
BFA, Film & TV
Associated Press November 2013 - November 2013
American Express June 2012 - January 2013
Deutsche Bank June 2010 - December 2010
Value Line, Inc. 2009 - 2009
Peek 2009 - 2009
Smith Barney, Inc. 2000 - 2007
PaineWebber 2000 - 2000
SmartMoney.com 2000 - 2000
The New York Times 1997 - 2000
Skills
Visio, Technical Writing, Software Documentation, SharePoint, Adobe Acrobat, Captivate, RoboHelp, FrameMaker, Online Help, Technical Documentation, E-Learning, Manuals, Quality Assurance, Editing, Content Management, HTML, SnagIt, Instructional Design, Management, Web Content, Information Architecture, Software Project..., Program Management, Publishing, Dreamweaver, Content Development, Analysis, Corporate Communications, Process Improvement, Interviews, Web Content Management, Employee Training, Content Strategy, SDLC, Proposal Writing, Newsletters, Proofreading, Copy Editing, Creative Writing, Marketing, Social Networking, Copywriting, Internal Communications, Blogging, Photoshop, WordPress, Technical Communication, User Experience, User Acceptance Testing, E-commerce
Education
New York University 1975 — 1977
BFA, Film & TV
Cindy De León Cindy De León's PaineWebber Experience June 1998 - September 2000
Job Executive Assistant at Ogilvy & Mather
Industry Marketing and Advertising
Experience
Ogilvy & Mather August 2008 - Present
ESPN December 2004 - August 2008
Gap Inc./Old Navy September 2003 - July 2004
L'Oréal 2000 - 2003
PaineWebber June 1998 - September 2000
Skills
Social Media Marketing, Online Advertising, Digital Marketing, Advertising, Marketing Strategy, Marketing Communications, Project Management, Social Media, Microsoft Office, Integrated Marketing, PowerPoint, Event Planning, Public Relations, Event Management, Email Marketing
Education
Pace University
Ogilvy & Mather August 2008 - Present
ESPN December 2004 - August 2008
Gap Inc./Old Navy September 2003 - July 2004
L'Oréal 2000 - 2003
PaineWebber June 1998 - September 2000
Skills
Social Media Marketing, Online Advertising, Digital Marketing, Advertising, Marketing Strategy, Marketing Communications, Project Management, Social Media, Microsoft Office, Integrated Marketing, PowerPoint, Event Planning, Public Relations, Event Management, Email Marketing
Education
Pace University
Denise Carbone's PaineWebber Experience 1989 - 1995
Job Sr. Human Resources Professional, Financial Services industry currently seeking a new opportunity
Industry Financial Services
Experience
UBS Wealth Management September 1998 - March 2001
PaineWebber 1989 - 1995
PaineWebber 1981 - 1995
Skills
Human Resources, Deferred Compensation, Performance Management, Management, Leadership, Team Building, Marketing, Interviews, Executive Management, Financial Services, Staff Development, Strategic Planning, Employee Relations, Talent Management, Strategy, Recruiting, Vendor Management, Consulting
Education
Pace University - Lubin School of Business
MBA, Finance
San Jose State University
BS, Marketing
UBS Wealth Management September 1998 - March 2001
PaineWebber 1989 - 1995
PaineWebber 1981 - 1995
Skills
Human Resources, Deferred Compensation, Performance Management, Management, Leadership, Team Building, Marketing, Interviews, Executive Management, Financial Services, Staff Development, Strategic Planning, Employee Relations, Talent Management, Strategy, Recruiting, Vendor Management, Consulting
Education
Pace University - Lubin School of Business
MBA, Finance
San Jose State University
BS, Marketing
Robert Kransberger Robert Kransberger's PaineWebber Experience January 1994 - February 1999
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Oppenheimer & Company May 1999 - February 2011
PaineWebber January 1994 - February 1999
SmithBarney September 1987 - December 1993
Education
Northern Illinois University
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Ameriprise Financial Services, Inc. February 2011 - Present
Oppenheimer & Company May 1999 - February 2011
PaineWebber January 1994 - February 1999
SmithBarney September 1987 - December 1993
Education
Northern Illinois University
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Andrew L. McCabe Andrew L. McCabe's PaineWebber Experience March 1993 - October 1994
Job Senior Technologist: Big Data, HPC, Data Center, System Architecture, Infrastructure, and Project Management
Industry Information Technology and Services
Experience
MIT Lincoln Laboratory November 2001 - July 2013
TIS Worldwide June 2000 - February 2001
ING Barings July 1997 - January 2000
KPMG March 1997 - July 1997
Merrill Lynch October 1994 - March 1997
PaineWebber March 1993 - October 1994
Greenwich Capital Markets August 1988 - March 1993
PwC June 1988 - August 1988
Lehman Brothers June 1986 - May 1988
Skills
Distributed Systems, System Architecture, Linux, High Performance..., Systems Engineering, Data Center, Software Engineering, Shell Scripting, C, Integration, Simulations, Research Computing, Computer Science, Supercomputing, Cluster Management, Data Centre Architecture, RDBMS, SQL, MySQL, Cloud Computing, C++, Software Design, Machine Learning, Network Security, Hadoop, Signal Processing, Security, Perl, Debugging, Parallel Computing, Architecture, Eclipse, Bash, Apache, Algorithms, Python, Solaris, MPI, Unix, Computer Security, TCP/IP, Operating Systems, Image Processing, Software Development, Parallel Programming, Embedded Systems, Cluster, Architectures, HPCC, Big Data
Education
Stanford University 2013 — 2013
Professional Cerrtificate, Energy Innovation and Emerging Technologies
New York University 1984 — 1986
BA, Computer Science
MIT Lincoln Laboratory November 2001 - July 2013
TIS Worldwide June 2000 - February 2001
ING Barings July 1997 - January 2000
KPMG March 1997 - July 1997
Merrill Lynch October 1994 - March 1997
PaineWebber March 1993 - October 1994
Greenwich Capital Markets August 1988 - March 1993
PwC June 1988 - August 1988
Lehman Brothers June 1986 - May 1988
Skills
Distributed Systems, System Architecture, Linux, High Performance..., Systems Engineering, Data Center, Software Engineering, Shell Scripting, C, Integration, Simulations, Research Computing, Computer Science, Supercomputing, Cluster Management, Data Centre Architecture, RDBMS, SQL, MySQL, Cloud Computing, C++, Software Design, Machine Learning, Network Security, Hadoop, Signal Processing, Security, Perl, Debugging, Parallel Computing, Architecture, Eclipse, Bash, Apache, Algorithms, Python, Solaris, MPI, Unix, Computer Security, TCP/IP, Operating Systems, Image Processing, Software Development, Parallel Programming, Embedded Systems, Cluster, Architectures, HPCC, Big Data
Education
Stanford University 2013 — 2013
Professional Cerrtificate, Energy Innovation and Emerging Technologies
New York University 1984 — 1986
BA, Computer Science
Eric Trelz Eric Trelz's PaineWebber Experience 1998 - 2003
Job S.E.C Securities Compliance Examiner
Industry Financial Services
Experience
S.E.C. October 2003 - Present
PaineWebber 1998 - 2003
Skills
FINRA, Securities, SEC, AML, Financial Regulation, Broker-Dealer, SEC filings, Broker-Dealer Compliance, USA PATRIOT Act, Investment Advisers Act, Due Diligence, Investment Advisor..., Securities Exchange Act..., Regulatory Examinations, Series 7, Securities Regulation
Education
Metropolitan State College of Denver 1993 — 1998
Finance and Accounting, Accounting and Finance
S.E.C. October 2003 - Present
PaineWebber 1998 - 2003
Skills
FINRA, Securities, SEC, AML, Financial Regulation, Broker-Dealer, SEC filings, Broker-Dealer Compliance, USA PATRIOT Act, Investment Advisers Act, Due Diligence, Investment Advisor..., Securities Exchange Act..., Regulatory Examinations, Series 7, Securities Regulation
Education
Metropolitan State College of Denver 1993 — 1998
Finance and Accounting, Accounting and Finance
Alisa Nemets Alisa Nemets's PaineWebber Experience February 2001 - June 2002
Job Assistant Real Estate Manager at John Hancock
Industry Real Estate
Experience
John Hancock Financial Services December 2013 - Present
CBRE February 2012 - December 2013
CBRE September 2006 - February 2012
CBRE 2003 - September 2006
PaineWebber February 2001 - June 2002
Ladenburg Thalmann January 2000 - February 2001
Skills
Real Estate, Corporate Real Estate, Valuation, Disposition, Asset Managment, Real Estate Economics, Location Intelligence, Market Analysis, Real Estate Development, Leases, Investments, Due Diligence, Commercial Real Estate, Brokerage, Real Estate Transactions, Tenant Representation
Education
NYU Stern School of Business 1996 — 2000
Bachelor of Science (BS), Marketing
New York University
Bachelor of Applied Science (B.A.Sc.)
John Hancock Financial Services December 2013 - Present
CBRE February 2012 - December 2013
CBRE September 2006 - February 2012
CBRE 2003 - September 2006
PaineWebber February 2001 - June 2002
Ladenburg Thalmann January 2000 - February 2001
Skills
Real Estate, Corporate Real Estate, Valuation, Disposition, Asset Managment, Real Estate Economics, Location Intelligence, Market Analysis, Real Estate Development, Leases, Investments, Due Diligence, Commercial Real Estate, Brokerage, Real Estate Transactions, Tenant Representation
Education
NYU Stern School of Business 1996 — 2000
Bachelor of Science (BS), Marketing
New York University
Bachelor of Applied Science (B.A.Sc.)
Ed Nichols Ed Nichols's PaineWebber Experience August 1998 - November 1999
Job Managing Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross October 2014 - Present
VIvacelle Bio, Inc. November 2013 - Present
Pernix Partners January 2014 - October 2014
UpTime Fleet Services September 2010 - September 2013
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) November 2007 - July 2008
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) February 2002 - November 2007
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) November 1999 - February 2002
PaineWebber August 1998 - November 1999
Eli Lilly and Company May 1991 - June 1996
Skills
Fleet Repairs, Management, Finance, Investments, Financial Modeling, Mergers, Financial Analysis, Fleet, Capital Markets, Valuation, Mergers & Acquisitions, Portfolio Management, Investment Banking, Leadership, Private Equity, Strategy, Strategic Planning, Business Development, Executive Management, Corporate Development, Due Diligence, Corporate Finance, Business Planning, Business Strategy, Start-ups, New Business Development, Entrepreneurship, Competitive Analysis, Restructuring, Training
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Management degree with Distinction, Management, Accounting, Finance
Purdue University 1987 — 1991
Bachelor Of Science, Major-General Management Minor-Computers
Stout Risius Ross October 2014 - Present
VIvacelle Bio, Inc. November 2013 - Present
Pernix Partners January 2014 - October 2014
UpTime Fleet Services September 2010 - September 2013
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) November 2007 - July 2008
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) February 2002 - November 2007
Citi (Citigroup Global Markets Inc. / formerly Salomon Smith Barney) November 1999 - February 2002
PaineWebber August 1998 - November 1999
Eli Lilly and Company May 1991 - June 1996
Skills
Fleet Repairs, Management, Finance, Investments, Financial Modeling, Mergers, Financial Analysis, Fleet, Capital Markets, Valuation, Mergers & Acquisitions, Portfolio Management, Investment Banking, Leadership, Private Equity, Strategy, Strategic Planning, Business Development, Executive Management, Corporate Development, Due Diligence, Corporate Finance, Business Planning, Business Strategy, Start-ups, New Business Development, Entrepreneurship, Competitive Analysis, Restructuring, Training
Education
Northwestern University - Kellogg School of Management 1996 — 1998
Master of Management degree with Distinction, Management, Accounting, Finance
Purdue University 1987 — 1991
Bachelor Of Science, Major-General Management Minor-Computers
Janice Abert's PaineWebber Experience 1987 - 1996
Job Managing Partner, Executive Recruiter for Asset Management Distribution at Abert Associates, LLC
Industry Staffing and Recruiting
Experience
Abert Associates, LLC January 2004 - Present
PaineWebber 1987 - 1996
Skills
Finance, Alternative Investments, Sales Management, Talent Management, Asset Management, Executive Search, Marketing, Strategic Alliances, Investment Management, Asset Managment, Management, Negotiation, Employee Benefits, Direct Sales, Networking, Securities, Hedge Funds, 401k, Talent Acquisition, Investor Relations, Emerging Markets, Business Strategy, Equities, Portfolio Management, Relationship Management, Recruiting, Risk Management, Due Diligence, Trading, Institutional, Retirement, Series 7, Financial Services, Marketing Strategy, Strategy, Asset Allocation, Fixed Income, Strategic Planning, Relationship Marketing, Investments, Sales, Mergers, Valuation, Investment Advisory, Analytics, Leadership, Coaching, Start-ups, Marketing Communications, Capital Markets
Education
Mount Holyoke College 1978 — 1982
BA, Biology
Abert Associates, LLC January 2004 - Present
PaineWebber 1987 - 1996
Skills
Finance, Alternative Investments, Sales Management, Talent Management, Asset Management, Executive Search, Marketing, Strategic Alliances, Investment Management, Asset Managment, Management, Negotiation, Employee Benefits, Direct Sales, Networking, Securities, Hedge Funds, 401k, Talent Acquisition, Investor Relations, Emerging Markets, Business Strategy, Equities, Portfolio Management, Relationship Management, Recruiting, Risk Management, Due Diligence, Trading, Institutional, Retirement, Series 7, Financial Services, Marketing Strategy, Strategy, Asset Allocation, Fixed Income, Strategic Planning, Relationship Marketing, Investments, Sales, Mergers, Valuation, Investment Advisory, Analytics, Leadership, Coaching, Start-ups, Marketing Communications, Capital Markets
Education
Mount Holyoke College 1978 — 1982
BA, Biology
Erik Krieger Erik Krieger's PaineWebber Experience June 1986 - June 1989
Job Managing General Partner at Riverlake Partners
Industry Venture Capital & Private Equity
Experience
Riverlake Partners January 2003 - Present
CLEANPAK International January 2003 - March 2005
Pacific Crest Securities June 1989 - December 2002
PaineWebber June 1986 - June 1989
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
University of Oregon 1978 — 1982
BA & BS, Economics & Finance
Riverlake Partners January 2003 - Present
CLEANPAK International January 2003 - March 2005
Pacific Crest Securities June 1989 - December 2002
PaineWebber June 1986 - June 1989
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
University of Oregon 1978 — 1982
BA & BS, Economics & Finance
Rob Baker Rob Baker's PaineWebber Experience April 1997 - November 2000
Job Managing Director at Guggenheim Partners
Industry Real Estate
Experience
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
William Gerrety William Gerrety's PaineWebber Experience March 1994 - March 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
UBS March 2002 - March 2009
Paine Webber March 1999 - March 2002
PaineWebber March 1994 - March 1999
Skills
Vendor Management, Requirements Analysis, Software Project..., Program Management, Change Management, Visio, IT Management, IT Strategy, Asset Managment, SDLC, Business Analysis, Requirements Gathering, JCL, Databases, Project Management, Disaster Recovery, Financial Services, ITIL, Fixed Income, Mainframe, Process Improvement, Equities, SQL, Unix, Portfolio Management, Risk Management, Securities, Information Technology, Data Warehousing, Analysis, Software Development, Java, DB2, Management, PeopleSoft, SharePoint, COBOL, Software Documentation, PMO
Education
Chubb Institute of Technology 1987 — 1988
Technical Diploma, Computer Science
Long Island University, Southampton Campus 1969 — 1971
Marine Biology
David E. Skillman David E. Skillman's PaineWebber Experience June 1989 - July 1994
Job 4P Asset Management, LLC
Industry Investment Management
Experience
4P Asset Management May 2012 - Present
Institutional Access February 2004 - May 2012
Firefly Capital December 2001 - January 2004
William Blair & Company July 1994 - August 2001
PaineWebber June 1989 - July 1994
Drexel Burnham Lambert September 1987 - June 1989
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Derivatives, Trading, Quantitative Investing, Statistical Modeling
Education
Miami University
Miami University Luxembourg
4P Asset Management May 2012 - Present
Institutional Access February 2004 - May 2012
Firefly Capital December 2001 - January 2004
William Blair & Company July 1994 - August 2001
PaineWebber June 1989 - July 1994
Drexel Burnham Lambert September 1987 - June 1989
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Capital Markets, Alternative Investments, Derivatives, Trading, Quantitative Investing, Statistical Modeling
Education
Miami University
Miami University Luxembourg
Paul Nehls Paul Nehls's PaineWebber Experience November 1993 - February 1998
Job Director, Senior Business Finance/COB Recoveries at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan February 2012 - Present
Blue Cross Blue Shield of Michigan March 2005 - January 2012
Blue Cross Blue Shield of Michigan January 2001 - February 2005
Blue Cross Blue Shield of Michigan 1999 - 2000
Blue Cross Blue Shield of Michigan March 1998 - December 1998
PaineWebber November 1993 - February 1998
Williams International November 1988 - August 1993
Skills
Management, Medicare Advantage, Medicare Part D, Financial Accounting, Cost Accounting, Cost Management, Certified Management..., Billing Process, Budgets, Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Cost Allocation, Internal Controls, Processes Development, Microsoft Excel, Microsoft Word, PowerPoint, Cognos, PeopleSoft, Visio, Analysis, Finance, Managerial Finance
Education
Lawrence Technological University 1990 — 1993
Master of Business Administration (M.B.A.), Operations Management
Michigan State University 1984 — 1988
Bachelor of Arts (B.A.), Financial Administration
Blue Cross Blue Shield of Michigan February 2012 - Present
Blue Cross Blue Shield of Michigan March 2005 - January 2012
Blue Cross Blue Shield of Michigan January 2001 - February 2005
Blue Cross Blue Shield of Michigan 1999 - 2000
Blue Cross Blue Shield of Michigan March 1998 - December 1998
PaineWebber November 1993 - February 1998
Williams International November 1988 - August 1993
Skills
Management, Medicare Advantage, Medicare Part D, Financial Accounting, Cost Accounting, Cost Management, Certified Management..., Billing Process, Budgets, Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Cost Allocation, Internal Controls, Processes Development, Microsoft Excel, Microsoft Word, PowerPoint, Cognos, PeopleSoft, Visio, Analysis, Finance, Managerial Finance
Education
Lawrence Technological University 1990 — 1993
Master of Business Administration (M.B.A.), Operations Management
Michigan State University 1984 — 1988
Bachelor of Arts (B.A.), Financial Administration
Stephanie Litfin Stephanie Litfin's PaineWebber Experience April 1997 - November 2000
Job Office Manager at Founders Equity
Industry Investment Banking
Experience
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Founders Equity January 2011 - Present
Houlihan Lokey August 2008 - September 2010
SK Capital Partners 2010 - 2010
UBS Investment Bank November 2000 - February 2008
PaineWebber April 1997 - November 2000
Prudential Securities, Inc March 1986 - April 1997
Merrill Lynch 1984 - 1986
EF Hutton 1981 - 1983
Skills
Banking
Education
Kingsborough Community College 1979 — 1981
Associates, Early Childhood Education
FDR High School 1976 — 1979
Montauk Junior High School
Clive Lipshitz Clive Lipshitz's PaineWebber Experience 2000 - 2000
Job COO, Finance, Strategy, Business Development
Industry Investment Management
Experience
Tradewind Interstate Advisors, LLC 2013 - Present
The Carlyle Group 2014 - 2014
Credit Suisse 2004 - 2013
TDA Capital Partners 2001 - 2003
PaineWebber 2000 - 2000
Salomon Smith Barney 1998 - 2000
Price Waterhouse 1993 - 1997
Skills
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Valuation, Due Diligence, Investments, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management, Real Estate, Asset Managment, Mergers, Corporate Finance, Strategy, Product Development, Business Development, Finance, Financial Analysis, Management, Investment Management, Start-ups, Asset Management, Mergers, Equity Research
Education
New York University 2013 — 2013
Certificate in Real Estate Finance and Investing
Tel Aviv University, Leon Recanati Graduate School of Business Administration 1996 — 1998
MBA, Magna Cum Laude
Tel Aviv University 1990 — 1994
BA
Tradewind Interstate Advisors, LLC 2013 - Present
The Carlyle Group 2014 - 2014
Credit Suisse 2004 - 2013
TDA Capital Partners 2001 - 2003
PaineWebber 2000 - 2000
Salomon Smith Barney 1998 - 2000
Price Waterhouse 1993 - 1997
Skills
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Valuation, Due Diligence, Investments, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management, Real Estate, Asset Managment, Mergers, Corporate Finance, Strategy, Product Development, Business Development, Finance, Financial Analysis, Management, Investment Management, Start-ups, Asset Management, Mergers, Equity Research
Education
New York University 2013 — 2013
Certificate in Real Estate Finance and Investing
Tel Aviv University, Leon Recanati Graduate School of Business Administration 1996 — 1998
MBA, Magna Cum Laude
Tel Aviv University 1990 — 1994
BA
Dan Curzio Dan Curzio's PaineWebber Experience 1990 - 1998
Job Vice President Compliance Manager JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2013 - Present
UBS Wealth Management 2012 - 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
UBS Wealth Management 1998 - 2004
PaineWebber 1990 - 1998
Shanley & Fisher 1987 - 1990
E.F. Hutton & Co. Inc. 1978 - 1987
Education
New York Law School 1983 — 1987
Doctor of Law (J.D.) - New York Law School, Magna Cum Laude
Queens College 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase 2013 - Present
UBS Wealth Management 2012 - 2013
UBS Wealth Management 2006 - 2012
UBS Wealth Management 2005 - 2006
UBS Wealth Management 1998 - 2004
PaineWebber 1990 - 1998
Shanley & Fisher 1987 - 1990
E.F. Hutton & Co. Inc. 1978 - 1987
Education
New York Law School 1983 — 1987
Doctor of Law (J.D.) - New York Law School, Magna Cum Laude
Queens College 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
Earl Hersh (LION)'s PaineWebber Experience 1988 - 1998
Job Principal Business Development Lead at Imperial Cost Control Outsourced Controller | Month End Close | A/P A/R
Industry Financial Services
Experience
Imperial Cost Control April 2015 - Present
Capstone Associated Services, Ltd. January 2012 - October 2014
Gainer, Donnelly & Desroches CPAs October 2005 - November 2011
Strategic Outsourcing, Inc. 2004 - 2005
Sybase 2001 - 2002
Online Commerce Corporation 2000 - 2001
Brightstar Information Technology 1999 - 2000
Houston News Today 1998 - 1999
PaineWebber 1988 - 1998
PricewaterhouseCoopers LLP 1978 - 1981
Skills
Business Development, New Business Development, Strategy, Start-ups, Leadership, Sales, Contract Negotiation, Entrepreneurship, Competitive Analysis, Mergers, Professional Services, Management, Business Strategy, Networking, Business Networking, Direct Sales, Executive Management, Business Planning, Sales Process, Negotiation, Strategic Partnerships, Recruiting, Corporate Development
Education
Louisiana State University
Bachelor of Science (BS), Accounting
Imperial Cost Control April 2015 - Present
Capstone Associated Services, Ltd. January 2012 - October 2014
Gainer, Donnelly & Desroches CPAs October 2005 - November 2011
Strategic Outsourcing, Inc. 2004 - 2005
Sybase 2001 - 2002
Online Commerce Corporation 2000 - 2001
Brightstar Information Technology 1999 - 2000
Houston News Today 1998 - 1999
PaineWebber 1988 - 1998
PricewaterhouseCoopers LLP 1978 - 1981
Skills
Business Development, New Business Development, Strategy, Start-ups, Leadership, Sales, Contract Negotiation, Entrepreneurship, Competitive Analysis, Mergers, Professional Services, Management, Business Strategy, Networking, Business Networking, Direct Sales, Executive Management, Business Planning, Sales Process, Negotiation, Strategic Partnerships, Recruiting, Corporate Development
Education
Louisiana State University
Bachelor of Science (BS), Accounting
V. John Threlkeld, CWS® V. John Threlkeld, CWS®'s PaineWebber Experience August 1996 - January 1998
Job Certified Wealth Strategist®, President & Founding Partner Advantage Wealth Advisors Alamo, CA
Industry Financial Services
Experience
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Advantage Wealth Advisors October 2003 - Present
First Allied Securities, Inc. September 2007 - March 2015
Financial Network Investment Corporation, Member SIPC June 2004 - September 2007
Wachovia Securities Financial Network October 2003 - June 2004
UBS August 2002 - October 2003
Morgan Stanley January 1998 - August 2002
PaineWebber August 1996 - January 1998
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Management, Portfolio Management, Investments, Insurance, Securities, Investment Strategies, Annuities, Alternative Investments, Fixed Income, Series 7, Wealth, Finance, Series 63, Mutual Funds, Asset Allocation, Financial Services, Investment Advisory, Uniform Combined State...
Education
Pepperdine University 1994 — 1996
Business Administration / Finance
Loyola Marymount University 1994 — 1995
Air Science / AFROTC
University of California, Berkeley 1993 — 1994
Pre-Business
Damon Henrichs Damon Henrichs's PaineWebber Experience May 1995 - April 1999
Job Sales and Marketing Guru
Industry Printing
Experience
ABI Digital Solutions May 2008 - Present
DamonSongs.net 1995 - 2011
ABI Digital Solutions April 2005 - May 2008
ABI Digital Solutions April 1999 - April 2005
PaineWebber May 1995 - April 1999
PaineWebber January 1995 - January 1999
Skills
Banners, Trade Shows, Digital Printing, Signs, Marketing Strategy, Online Marketing, Event Management, Sales Management, New Business Development, Small Business, Lead Generation, Account Management, Trade Show Management, Marketing Communications, Social Media, Customer Relations, Social Media Marketing, Negotiation, Brand Development, B2B, Product Development, Strategic Planning, Direct Marketing, Direct Sales, Consultative Selling, Business Strategy, Pre-press, Email Marketing, Online Advertising, Customer Service, Advertising, Wide Format Printing
Education
Northwestern University 1989 — 1994
Bachelor of Arts, History
Klein Forest HS 1985 — 1989
ABI Digital Solutions May 2008 - Present
DamonSongs.net 1995 - 2011
ABI Digital Solutions April 2005 - May 2008
ABI Digital Solutions April 1999 - April 2005
PaineWebber May 1995 - April 1999
PaineWebber January 1995 - January 1999
Skills
Banners, Trade Shows, Digital Printing, Signs, Marketing Strategy, Online Marketing, Event Management, Sales Management, New Business Development, Small Business, Lead Generation, Account Management, Trade Show Management, Marketing Communications, Social Media, Customer Relations, Social Media Marketing, Negotiation, Brand Development, B2B, Product Development, Strategic Planning, Direct Marketing, Direct Sales, Consultative Selling, Business Strategy, Pre-press, Email Marketing, Online Advertising, Customer Service, Advertising, Wide Format Printing
Education
Northwestern University 1989 — 1994
Bachelor of Arts, History
Klein Forest HS 1985 — 1989
June Hans June Hans's PaineWebber Experience April 1994 - March 2001
Job Health Coach with Take Shape for Life
Industry Health, Wellness and Fitness
Experience
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Take Shape for Life January 2010 - Present
UBS April 2005 - March 2010
UBS Financial Services April 2005 - March 2010
Seat of the Soul December 2001 - October 2003
Genesis: The Foundation for the Universal Human 2001 - 2003
PaineWebber April 1994 - March 2001
UBS PaineWebber 1994 - 2001
Correspondent Services Corp [csc] April 1994 - September 1997
The Seidler Companies June 1978 - April 1994
Skills
Program Management, Healthcare, Marketing, Coaching, Healing, Public Speaking, Change Management, Staff Development, Process Improvement, Series 7, Risk Management, Project Management, Securities
Education
Loyola Marymount University, College of Business Administration 1981 — 1984
B.S., Business Administration - Concentration in International Finance
State University of New York at Albany 1980 — 1981
Geology
Coaches Training Institute
Schiller International University - Heidleberg, West Germany
Semester Abroad Program - 1984
Securities Industry Institute - University of Pennsylvania, The Wharton School
Certificate, Securities Administration Track, Continuing Education Program, Three Year Program
Stephanie Morse Shamosh Stephanie Morse Shamosh's PaineWebber Experience 1985 - 1999
Job Director, Employee Relations and Policy at The Guardian Life Insurance Company of America
Industry Human Resources
Experience
The Guardian Life Insurance Company of America March 2011 - Present
UBS Financial Services Inc 1999 - 2010
UBS Wealth Management 1985 - 1999
PaineWebber 1985 - 1999
Office of the District Attorney, Kings County NY September 1978 - September 1985
Skills
Employee Relations, Employment Law, Mediation, Employee Engagement, Human Resources, Litigation, Arbitration, Conflict Resolution, Policy, Training, Program Management, Dispute Resolution, Alternative Dispute..., Succession Planning, Leadership, Legal Compliance, Management, Strategy, Talent Management, Performance Management, Employee Benefits, HR Policies, Workforce Planning, Deferred Compensation
Education
Maurice A. Deane School of Law at Hofstra University 1975 — 1978
JD, Law
University of Rochester 1971 — 1975
BA, English Literature
The Guardian Life Insurance Company of America March 2011 - Present
UBS Financial Services Inc 1999 - 2010
UBS Wealth Management 1985 - 1999
PaineWebber 1985 - 1999
Office of the District Attorney, Kings County NY September 1978 - September 1985
Skills
Employee Relations, Employment Law, Mediation, Employee Engagement, Human Resources, Litigation, Arbitration, Conflict Resolution, Policy, Training, Program Management, Dispute Resolution, Alternative Dispute..., Succession Planning, Leadership, Legal Compliance, Management, Strategy, Talent Management, Performance Management, Employee Benefits, HR Policies, Workforce Planning, Deferred Compensation
Education
Maurice A. Deane School of Law at Hofstra University 1975 — 1978
JD, Law
University of Rochester 1971 — 1975
BA, English Literature
Gautam Belday Gautam Belday's PaineWebber Experience January 1998 - December 1999
Job Product Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Morgan Stanley February 2010 - June 2013
J.P.Morgan June 2008 - February 2010
Bear Stearns April 2005 - May 2008
UBS Investment Bank January 2000 - March 2005
PaineWebber January 1998 - December 1999
AIG 1994 - 1995
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Project Management, Product Management, Business Intelligence, IT Strategy, Business Analysis, Web Analytics, Google Analytics, Clicktale, Predictive Analytics, Business Objects, Publishing Technology, Business Workflows, Data Analysis, Data Warehousing, Databases, Spotfire, Strategy, Risk Management, Analytics, Market Data, Trading Systems, Prime Brokerage
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Texas Tech University 1992 — 1994
MS
University of Miami 1991 — 1992
MS
Osmania University 1987 — 1991
BE
Andrea McKinney's PaineWebber Experience October 1990 - September 1993
Job Vice President at Central Trust Company
Industry Investment Management
Experience
Central Trust & Investment Company March 2010 - Present
Commerce Bank September 2002 - October 2008
US Bank Private Client Group April 2000 - August 2002
McKesson August 1997 - April 2000
PaineWebber October 1990 - September 1993
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Financial Services, Private Banking, Asset Management, High Net Worth..., Investments, Marketing, Retirement Planning, Small Business Lending, Banking, Equities, Mutual Funds, Investment Advisory, Strategic Planning, Series 7, Asset Allocation, Financial Planning, Investment Strategies, Commercial Lending, Wealth Management..., Loans, Financial Analysis, Small Business, Credit, Marketing Communications, Mortgage Lending, Fixed Income, Public Speaking, Community leadership
Education
Missouri State University 1994 — 2002
MBA, Management
The University of Kansas 1986 — 1990
BA, Economics
Greenwood Laboratory School 1973 — 1986
Central Trust & Investment Company March 2010 - Present
Commerce Bank September 2002 - October 2008
US Bank Private Client Group April 2000 - August 2002
McKesson August 1997 - April 2000
PaineWebber October 1990 - September 1993
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Investment Management, Estate Planning, Financial Services, Private Banking, Asset Management, High Net Worth..., Investments, Marketing, Retirement Planning, Small Business Lending, Banking, Equities, Mutual Funds, Investment Advisory, Strategic Planning, Series 7, Asset Allocation, Financial Planning, Investment Strategies, Commercial Lending, Wealth Management..., Loans, Financial Analysis, Small Business, Credit, Marketing Communications, Mortgage Lending, Fixed Income, Public Speaking, Community leadership
Education
Missouri State University 1994 — 2002
MBA, Management
The University of Kansas 1986 — 1990
BA, Economics
Greenwood Laboratory School 1973 — 1986
Tom Dolson Tom Dolson's PaineWebber Experience 1987 - 1989
Job Senior Vice President, Corporate Development & Planning at West Corporation
Industry Information Technology and Services
Experience
West Corporation April 2014 - Present
Autism Home Support Services, Inc August 2012 - Present
National Able Network December 2012 - May 2014
The Peakstone Group January 2011 - April 2014
Adams Street Partners October 1998 - April 2009
Experian October 1997 - September 1998
Motorola June 1995 - October 1997
Motorola June 1993 - May 1995
Benedetto, Gartland & Co. June 1989 - July 1992
PaineWebber 1987 - 1989
Skills
Venture Capital, Private Equity, Mergers, Deal Sourcing, Due Diligence, Corporate Development, Investments, Corporate Finance, Business Strategy, Investment Banking, Entrepreneurship, LBO, Private Placements, Valuation, Financial Modeling, Strategic Planning, Venture Financing, Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Vanderbilt University 1983 — 1987
BE, Electrical Engineering
West Corporation April 2014 - Present
Autism Home Support Services, Inc August 2012 - Present
National Able Network December 2012 - May 2014
The Peakstone Group January 2011 - April 2014
Adams Street Partners October 1998 - April 2009
Experian October 1997 - September 1998
Motorola June 1995 - October 1997
Motorola June 1993 - May 1995
Benedetto, Gartland & Co. June 1989 - July 1992
PaineWebber 1987 - 1989
Skills
Venture Capital, Private Equity, Mergers, Deal Sourcing, Due Diligence, Corporate Development, Investments, Corporate Finance, Business Strategy, Investment Banking, Entrepreneurship, LBO, Private Placements, Valuation, Financial Modeling, Strategic Planning, Venture Financing, Strategy, Management Consulting
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
Vanderbilt University 1983 — 1987
BE, Electrical Engineering
Dorann Cafaro Dorann Cafaro's PaineWebber Experience 1998 - 2000
Job Dorann Cafaro LLC
Industry Financial Services
Experience
Cafaro Greenleaf 2000 - Present
Cafaro Greenleaf 2000 - Present
Bdellium 2012 - Present
Fiduciary Benchmarks, Inc. August 2011 - May 2013
Financial Executives International 2004 - 2011
PaineWebber 1998 - 2000
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1997
Morgan Stanley Smith Barney 1984 - 1994
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Retirement Plan..., Investments, Defined Contribution, Investment Strategies, Series 7, Financial Advisory, Fiduciary, Personal Finance, Financial Services, Bonds, Investment Advisory, Asset Allocation, Finance, Series 63, Wealth Management, Mutual Funds, Securities, Retirement
Education
Marquette University 1964 — 1968
B.S., Mathematics
Kenwood
Cafaro Greenleaf 2000 - Present
Cafaro Greenleaf 2000 - Present
Bdellium 2012 - Present
Fiduciary Benchmarks, Inc. August 2011 - May 2013
Financial Executives International 2004 - 2011
PaineWebber 1998 - 2000
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1997
Morgan Stanley Smith Barney 1984 - 1994
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Retirement Plan..., Investments, Defined Contribution, Investment Strategies, Series 7, Financial Advisory, Fiduciary, Personal Finance, Financial Services, Bonds, Investment Advisory, Asset Allocation, Finance, Series 63, Wealth Management, Mutual Funds, Securities, Retirement
Education
Marquette University 1964 — 1968
B.S., Mathematics
Kenwood
Sasha Kaplan's PaineWebber Experience August 1997 - August 1999
Job Sales, Marketing and Business Development
Industry Marketing and Advertising
Experience
Nasiri September 2012 - May 2014
Liane Fisher Law P.L.L.C. July 2010 - May 2012
Vornado Realty Trust July 2008 - May 2010
The Princeton Club of New York April 2007 - June 2008
Webb Associates July 2005 - March 2007
Bellmarc Realty May 2003 - June 2005
American Red Cross February 2002 - December 2002
United Nations Population Division September 1999 - June 2001
PaineWebber August 1997 - August 1999
Skills
Event Planning, Event Management, Public Relations, Social Media Marketing, Social Media, Fundraising, Media Relations, Research, Brand Awareness, Negotiation, Membership, Marketing, Strategy, Advertising, Public Speaking, Market Research, Management, Marketing Strategy, Sales, Email Marketing, Marketing Communications, Editing, New Business Development, Trade Shows, Market Planning, Strategic Communications, Online Marketing, Human Resources, Policy, Project Management, Customer Service, Leadership
Education
Columbia University in the City of New York
M.S.
New York University
Bachelors, Psychology
Nasiri September 2012 - May 2014
Liane Fisher Law P.L.L.C. July 2010 - May 2012
Vornado Realty Trust July 2008 - May 2010
The Princeton Club of New York April 2007 - June 2008
Webb Associates July 2005 - March 2007
Bellmarc Realty May 2003 - June 2005
American Red Cross February 2002 - December 2002
United Nations Population Division September 1999 - June 2001
PaineWebber August 1997 - August 1999
Skills
Event Planning, Event Management, Public Relations, Social Media Marketing, Social Media, Fundraising, Media Relations, Research, Brand Awareness, Negotiation, Membership, Marketing, Strategy, Advertising, Public Speaking, Market Research, Management, Marketing Strategy, Sales, Email Marketing, Marketing Communications, Editing, New Business Development, Trade Shows, Market Planning, Strategic Communications, Online Marketing, Human Resources, Policy, Project Management, Customer Service, Leadership
Education
Columbia University in the City of New York
M.S.
New York University
Bachelors, Psychology
William Moretti CPA, CFA, FRM's PaineWebber Experience 1998 - December 2000
Job Managing Director in Structured Finance at MetLife
Industry Investment Management
Experience
MetLife, Structured Finance August 2015 - Present
MetLife, Structured Solutions Group April 2012 - Present
MetLife, Structured Finance Group December 2000 - January 2012
PaineWebber 1998 - December 2000
PaineWebber 1993 - 1998
Arthur Andersen 1988 - 1991
Drexel Burnham Lambert 1988 - 1989
Skills
ABS, CMBS, Fixed Income, Quantitative Research, Fundamental Analysis, Chartered Financial..., CPA, Credit Analysis, Portfolio Management, Trading, Derivatives, Structured Finance, Investments, Capital Markets, Securitization, Financial Markets, Credit, Investment Banking, Loans, ALM, Real Estate, Credit Derivatives, Equities, Rates, Hedging, Valuation, CDO, Asset Allocation, Hedge Funds, Finance, Alternative Investments, Investment Strategies, Financial Modeling, Leveraged Finance, Securities, Residential Mortgages, Risk Management, Auditing, Asset Management, Structured Products, Bonds, Investment Management, Treasury, Series 7, Accounting, High Yield, Private Equity, Bloomberg
Education
Pace University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
MetLife, Structured Finance August 2015 - Present
MetLife, Structured Solutions Group April 2012 - Present
MetLife, Structured Finance Group December 2000 - January 2012
PaineWebber 1998 - December 2000
PaineWebber 1993 - 1998
Arthur Andersen 1988 - 1991
Drexel Burnham Lambert 1988 - 1989
Skills
ABS, CMBS, Fixed Income, Quantitative Research, Fundamental Analysis, Chartered Financial..., CPA, Credit Analysis, Portfolio Management, Trading, Derivatives, Structured Finance, Investments, Capital Markets, Securitization, Financial Markets, Credit, Investment Banking, Loans, ALM, Real Estate, Credit Derivatives, Equities, Rates, Hedging, Valuation, CDO, Asset Allocation, Hedge Funds, Finance, Alternative Investments, Investment Strategies, Financial Modeling, Leveraged Finance, Securities, Residential Mortgages, Risk Management, Auditing, Asset Management, Structured Products, Bonds, Investment Management, Treasury, Series 7, Accounting, High Yield, Private Equity, Bloomberg
Education
Pace University 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
Robin Patout Benoit's PaineWebber Experience January 1998 - January 2001
Job Regional Vice President Sales at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services March 2014 - Present
Protective Life February 2012 - March 2014
Guardian Investor Services April 2007 - January 2012
Capstone Asset Mgt February 2001 - December 2006
PaineWebber January 1998 - January 2001
Education
Louisiana State University 1993 — 1997
BS, Finance
Ohio National Financial Services March 2014 - Present
Protective Life February 2012 - March 2014
Guardian Investor Services April 2007 - January 2012
Capstone Asset Mgt February 2001 - December 2006
PaineWebber January 1998 - January 2001
Education
Louisiana State University 1993 — 1997
BS, Finance
Richard Urena Richard Urena's PaineWebber Experience 2000 - 2001
Job Administrative/Clerical Volunteer at Columbia University Medical Center
Industry Hospital & Health Care
Experience
Columbia University Medical Center February 2013 - Present
NAMI NYC Metro August 2006 - February 2013
PaineWebber 2000 - 2001
Xerox Corporation May 1998 - August 1998
Skills
Databases, SQL, Unix, SDLC, Accurate Data Entry, Raiser's Edge, Data Entry, Editing, Microsoft Office, JSP, Security, Access, JavaScript, HTML, Crystal Reports, Visio, Programming, Java, Software Documentation, Data Analysis, Research, XML, Web Development, Microsoft SQL Server, C++
Education
Polytechnic University 1995 — 2000
Bachelor of Science (BS), Computer Science, 3.0 GPA
Brooklyn Technical High School 1991 — 1995
Regents Endorsed High School Diploma, Computer Science
Columbia University Medical Center February 2013 - Present
NAMI NYC Metro August 2006 - February 2013
PaineWebber 2000 - 2001
Xerox Corporation May 1998 - August 1998
Skills
Databases, SQL, Unix, SDLC, Accurate Data Entry, Raiser's Edge, Data Entry, Editing, Microsoft Office, JSP, Security, Access, JavaScript, HTML, Crystal Reports, Visio, Programming, Java, Software Documentation, Data Analysis, Research, XML, Web Development, Microsoft SQL Server, C++
Education
Polytechnic University 1995 — 2000
Bachelor of Science (BS), Computer Science, 3.0 GPA
Brooklyn Technical High School 1991 — 1995
Regents Endorsed High School Diploma, Computer Science
David L. Layne David L. Layne's PaineWebber Experience March 1988 - July 2001
Job Staff Manager at Western & Southern Life Insurance
Industry Insurance
Experience
Western & Southern Life Insurance March 2004 - Present
Washington Mutual Bank March 2001 - March 2004
PaineWebber March 1988 - July 2001
Skills
Life Insurance, Fixed Annuities, Sales Management, Series 6, Insurance, Disability Insurance, Term Life Insurance, Cold Calling, Long-term Care, Health Insurance, Critical Illness, Whole Life, Sales, Account Management, Direct Sales, Series 7, Variable Annuities, Retirement Planning, Retirement, Selling
Education
Los Angeles Trade Technical College 1986 — 1988
Architecture/Fine Arts
Western & Southern Life Insurance March 2004 - Present
Washington Mutual Bank March 2001 - March 2004
PaineWebber March 1988 - July 2001
Skills
Life Insurance, Fixed Annuities, Sales Management, Series 6, Insurance, Disability Insurance, Term Life Insurance, Cold Calling, Long-term Care, Health Insurance, Critical Illness, Whole Life, Sales, Account Management, Direct Sales, Series 7, Variable Annuities, Retirement Planning, Retirement, Selling
Education
Los Angeles Trade Technical College 1986 — 1988
Architecture/Fine Arts
Derek Fisher Derek Fisher's PaineWebber Experience May 1996 - May 2000
Job Senior Buyer at CB&I
Industry Oil & Energy
Experience
CB&I April 2015 - Present
SilverFern MLW October 2013 - April 2015
Metropolitan LifeWorks, Inc. December 2011 - October 2013
LaSalle University September 2005 - May 2007
ESEI May 2004 - May 2007
BBS August 2005 - April 2007
Zacks Investment Research August 2002 - November 2004
AssetMark Investment Services July 2000 - July 2002
PaineWebber May 1996 - May 2000
Lew Lieberbaum 1994 - 1999
Skills
Public Speaking, Direct Marketing, Direct Sales, Training & Development, Staff Training, Interviewing, Interview Coaching, Management Consulting, Sales Management, Account Management, Risk Management, Financial Analysis, Financial Planning, Financial Management, Financial Markets, Quantitative Analysis, Asset Allocation, Asset Management, University Teaching, Teaching/mentoring, International Business, Equity Derivatives, Equity Research, Business Planning, Strategic Planning, Budgeting, Team Leadership, Leadership Development, Organizational..., Situational Leadership, Team Building, Team Management, Managing High..., Market Research, Marketing Research, Presentation Coaching, Asset Managment, Mergers & Acquisitions, Marketing, Quantitative Analytics, Management, Marketing Strategy, Finance, Investments, Interviews, Strategic Financial...
Education
Palm Beach Atlantic University 1994 — 1996
Education, Economics
Kutztown University of Pennsylvania 1992 — 1993
Political Science
CB&I April 2015 - Present
SilverFern MLW October 2013 - April 2015
Metropolitan LifeWorks, Inc. December 2011 - October 2013
LaSalle University September 2005 - May 2007
ESEI May 2004 - May 2007
BBS August 2005 - April 2007
Zacks Investment Research August 2002 - November 2004
AssetMark Investment Services July 2000 - July 2002
PaineWebber May 1996 - May 2000
Lew Lieberbaum 1994 - 1999
Skills
Public Speaking, Direct Marketing, Direct Sales, Training & Development, Staff Training, Interviewing, Interview Coaching, Management Consulting, Sales Management, Account Management, Risk Management, Financial Analysis, Financial Planning, Financial Management, Financial Markets, Quantitative Analysis, Asset Allocation, Asset Management, University Teaching, Teaching/mentoring, International Business, Equity Derivatives, Equity Research, Business Planning, Strategic Planning, Budgeting, Team Leadership, Leadership Development, Organizational..., Situational Leadership, Team Building, Team Management, Managing High..., Market Research, Marketing Research, Presentation Coaching, Asset Managment, Mergers & Acquisitions, Marketing, Quantitative Analytics, Management, Marketing Strategy, Finance, Investments, Interviews, Strategic Financial...
Education
Palm Beach Atlantic University 1994 — 1996
Education, Economics
Kutztown University of Pennsylvania 1992 — 1993
Political Science
Harry Su's PaineWebber Experience June 1999 - March 2000
Job Independent iOS Developer
Industry Information Technology and Services
Experience
Independent Consulting July 2005 - Present
Time Warner Inc. August 2011 - October 2014
Lifetime Entertainment Services November 2006 - December 2007
NBC Universal May 2004 - July 2005
Sci Fi Channel March 2000 - May 2004
Oxygen Media November 1999 - February 2001
PaineWebber June 1999 - March 2000
USA Networks February 1998 - June 1999
Donaldson, Lufkin & Jenrette February 1996 - April 1997
Ticketmaster July 1994 - February 1996
Skills
Swift, Objective-C, Cocoa Touch, UIKit, Core Data, SQLite, Xcode, iOS, iOS development, Python, LAMP, Linux, Apache, MySQL, PHP, Drupal, Oracle, Oracle PL/SQL..., SDLC, jQuery, Agile Methodologies, Web Development
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (BS)
Independent Consulting July 2005 - Present
Time Warner Inc. August 2011 - October 2014
Lifetime Entertainment Services November 2006 - December 2007
NBC Universal May 2004 - July 2005
Sci Fi Channel March 2000 - May 2004
Oxygen Media November 1999 - February 2001
PaineWebber June 1999 - March 2000
USA Networks February 1998 - June 1999
Donaldson, Lufkin & Jenrette February 1996 - April 1997
Ticketmaster July 1994 - February 1996
Skills
Swift, Objective-C, Cocoa Touch, UIKit, Core Data, SQLite, Xcode, iOS, iOS development, Python, LAMP, Linux, Apache, MySQL, PHP, Drupal, Oracle, Oracle PL/SQL..., SDLC, jQuery, Agile Methodologies, Web Development
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (BS)
Jeff Kimble Jeff Kimble's PaineWebber Experience December 1986 - August 1987
Job Distributed Capacity Planning Project Lead at DTCC
Industry Financial Services
Experience
DTCC October 2011 - Present
IBM February 2011 - August 2011
FDIC April 2009 - January 2011
Merrill Lynch May 2005 - December 2008
SIAC December 2003 - April 2005
GHI October 1997 - October 2003
First Data Corp 1995 - 1997
Norfolk State University 1992 - 1995
CS First Boston 1987 - 1992
PaineWebber December 1986 - August 1987
Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN
Education
Mercy College 1981 — 1985
Morgan State University 1976 — 1978
DTCC October 2011 - Present
IBM February 2011 - August 2011
FDIC April 2009 - January 2011
Merrill Lynch May 2005 - December 2008
SIAC December 2003 - April 2005
GHI October 1997 - October 2003
First Data Corp 1995 - 1997
Norfolk State University 1992 - 1995
CS First Boston 1987 - 1992
PaineWebber December 1986 - August 1987
Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN
Education
Mercy College 1981 — 1985
Morgan State University 1976 — 1978
Christopher Konik Christopher Konik's PaineWebber Experience March 2000 - July 2000
Job IT Project Manager at Ohio Department of Commerce
Industry Government Administration
Experience
Ohio Department of Commerce March 2011 - Present
Sunteleo Training November 2008 - January 2011
Best Alternative Technical Solutions October 2008 - January 2011
Robert Half International October 2008 - January 2011
Loxias IT Solutions November 2004 - August 2008
The Computer Workshop November 2000 - October 2004
Sterling Commerce an AT&T company July 2000 - October 2000
PaineWebber March 2000 - July 2000
The Ohio Company 1996 - 1998
Skills
Program Management, Training, Project Management, Time Management, Management, Leadership, Project Planning, Customer Service, MS Project, Strategic Planning, Business Analysis, Information Technology, Policy, SharePoint, Microsoft Project, Public Speaking
Education
Ohio University 1986 — 1989
Bachelor of Science in Journalism, -- Public Relations, Computer Systems
Lorain County Community College 1984 — 1986
Transferred to Ohio University, Communications and Computer Systems
Ohio Department of Commerce March 2011 - Present
Sunteleo Training November 2008 - January 2011
Best Alternative Technical Solutions October 2008 - January 2011
Robert Half International October 2008 - January 2011
Loxias IT Solutions November 2004 - August 2008
The Computer Workshop November 2000 - October 2004
Sterling Commerce an AT&T company July 2000 - October 2000
PaineWebber March 2000 - July 2000
The Ohio Company 1996 - 1998
Skills
Program Management, Training, Project Management, Time Management, Management, Leadership, Project Planning, Customer Service, MS Project, Strategic Planning, Business Analysis, Information Technology, Policy, SharePoint, Microsoft Project, Public Speaking
Education
Ohio University 1986 — 1989
Bachelor of Science in Journalism, -- Public Relations, Computer Systems
Lorain County Community College 1984 — 1986
Transferred to Ohio University, Communications and Computer Systems
Michelle Huetter Stevens Michelle Huetter Stevens's PaineWebber Experience 1990 - 1994
Job Founder at Homeschooling Through the Ages
Industry E-Learning
Experience
Homeschooling Through the Ages 2010 - Present
Skitaddle, LLC January 2008 - Present
PaineWebber 1990 - 1994
Skills
Online Marketing, Entrepreneurship, Marketing Strategy, E-commerce, Business Development, Digital Marketing, Customer Satisfaction, Customer Retention, Educational Technology, Social Media Marketing, Curriculum Development, Curriculum Design, International Business, Mission Work, Multimedia, Literature, Social Media, Creative Writing, Blogging, Customer Service, Leadership, Social Networking, Teaching
Education
Northwood University 1986 — 1991
BBA, Marketing
Grosse Pointe North High School 1982 — 1986
Homeschooling Through the Ages 2010 - Present
Skitaddle, LLC January 2008 - Present
PaineWebber 1990 - 1994
Skills
Online Marketing, Entrepreneurship, Marketing Strategy, E-commerce, Business Development, Digital Marketing, Customer Satisfaction, Customer Retention, Educational Technology, Social Media Marketing, Curriculum Development, Curriculum Design, International Business, Mission Work, Multimedia, Literature, Social Media, Creative Writing, Blogging, Customer Service, Leadership, Social Networking, Teaching
Education
Northwood University 1986 — 1991
BBA, Marketing
Grosse Pointe North High School 1982 — 1986
Vyacheslav Borodkin Vyacheslav Borodkin's PaineWebber Experience 1998 - 2001
Job Enterprise Systems Architect
Industry Computer Software
Experience
Citi July 2009 - Present
Donovan Data Systems November 2008 - July 2009
Lehman Brothers August 2006 - November 2008
KoolConnect Technologies 2003 - 2006
Citigroup March 2001 - December 2003
PaineWebber 1998 - 2001
Sandata 1998 - 1999
Sandata 1998 - 1999
Sandata 1998 - 1999
Skills
Java, Java Enterprise Edition, OOAD, RDBMS, Sybase, Spring, SOA, Agile Methodologies, Tomcat, SQL, DB2, Servlets, Hibernate, Perl, SDLC, Project Management, Full Life Cycle..., Enterprise Architecture, Unix, Oracle, Software Development, Software Project...
Education
Rutgers University-New Brunswick 2002 — 2004
New York University - Polytechnic School of Engineering 1995 — 1999
Citi July 2009 - Present
Donovan Data Systems November 2008 - July 2009
Lehman Brothers August 2006 - November 2008
KoolConnect Technologies 2003 - 2006
Citigroup March 2001 - December 2003
PaineWebber 1998 - 2001
Sandata 1998 - 1999
Sandata 1998 - 1999
Sandata 1998 - 1999
Skills
Java, Java Enterprise Edition, OOAD, RDBMS, Sybase, Spring, SOA, Agile Methodologies, Tomcat, SQL, DB2, Servlets, Hibernate, Perl, SDLC, Project Management, Full Life Cycle..., Enterprise Architecture, Unix, Oracle, Software Development, Software Project...
Education
Rutgers University-New Brunswick 2002 — 2004
New York University - Polytechnic School of Engineering 1995 — 1999
Becky Eberly's PaineWebber Experience June 2000 - September 2000
Job Small Business Owner, pet sitter, dog walker, entrepreneur
Industry Consumer Services
Experience
Dog Days & Cat Naps, LLC October 2000 - Present
Fidelity Investments August 2010 - November 2012
PaineWebber June 2000 - September 2000
Skills
Entrepreneurship, Management, Small Business Marketing, Customer Service, Accounting for Small..., Investments, Training Delivery, Coaching, Leadership Development, College Education..., Pet Sitting, Pets, House Sitting, Dog Walking, Leadership, Team Building, Small Business
Education
Mount St. Mary's College 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Towson University 1991 — 1995
Bachelor of Science (BS), Sociology
Dog Days & Cat Naps, LLC October 2000 - Present
Fidelity Investments August 2010 - November 2012
PaineWebber June 2000 - September 2000
Skills
Entrepreneurship, Management, Small Business Marketing, Customer Service, Accounting for Small..., Investments, Training Delivery, Coaching, Leadership Development, College Education..., Pet Sitting, Pets, House Sitting, Dog Walking, Leadership, Team Building, Small Business
Education
Mount St. Mary's College 1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
Towson University 1991 — 1995
Bachelor of Science (BS), Sociology
Donald Quest, Jr Donald Quest, Jr's PaineWebber Experience May 1989 - April 1992
Job Senior Vice President, Institutional Sales/OSJ Principle BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
BB&T Capital Markets November 2002 - Present
Raymond James Financial, Inc. April 1992 - November 2002
PaineWebber May 1989 - April 1992
Education
Northern Arizona University
Bacelor of Science, Business Administration and Management, General
Diana Kriz Diana Kriz's PaineWebber Experience 1993 - 1997
Job Senior Marketing Writer
Industry Financial Services
Experience
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
PIMCO January 2015 - Present
Jennison Associates May 2011 - August 2014
UBS Wealth Management October 2009 - May 2011
DK NYC Consulting June 2009 - October 2009
Goldman Sachs Private Wealth Management January 2007 - May 2009
JPMorgan Private Bank April 1999 - December 2006
PaineWebber 1993 - 1997
Institutional Investor 1986 - 1987
Skills
Editing, Writing, Strategy, Integrated Marketing, Product Marketing, Market Research, Leadership, Marketing, Management, Financial Services, Series 7, Strategic Communications, Journalism, Market Commentary, Capital Markets, Entrepreneurship, Equities
Education
The University of Texas at Arlington
BA, Economics
Virginia Polytechnic Institute and State University
Graduate work toward PhD in Economics
Manhattanville College
Graduate work toward M.S., Integrated Marketing Communications
Christopher Desautelle Christopher Desautelle's PaineWebber Experience 1986 - 1994
Job EVP Finance and Administration, CFO
Industry Information Technology and Services
Experience
4th Source October 2013 - Present
Platinum Crush, Inc May 2011 - Present
Twisted Lens LLC July 2013 - Present
JobOn October 2011 - June 2012
Metastorm April 2000 - May 2011
Legg Mason January 1998 - December 2000
XDB Systems January 1996 - December 1998
Passport Corporation 1994 - 1996
PaineWebber 1986 - 1994
Skills
Mergers, Accounting, Audit Committee, Valuation, Contract Negotiation, Process Improvement, Strategic Planning, Financial Reporting, Financial Planning, Business Planning, Start-ups, SaaS, Financial Modeling, Forecasting, Financial Management, Business Strategy, Financial Analysis, Salesforce.com, Budgeting, Due Diligence, Process Engineering, Business Analysis, Business Process, Corporate Finance, Business Process..., ERP, Team Building, Private Equity, Team Leadership, Management Consulting, Business Management, SOX, Internal Controls, Investor Relations, Business Intelligence, MIS, Cash Management, Financial Accounting, Business Modeling, Negotiation, Portfolio Management, Budgets, Management, Corporate Development, Mergers & Acquisitions, Finance, Enterprise Software, Professional Services, Leadership, Strategic Financial...
Education
The University of Connecticut School of Business 1988 — 1991
MBA, Finance
Marist College 1982 — 1986
BS, Finance and Accounting
4th Source October 2013 - Present
Platinum Crush, Inc May 2011 - Present
Twisted Lens LLC July 2013 - Present
JobOn October 2011 - June 2012
Metastorm April 2000 - May 2011
Legg Mason January 1998 - December 2000
XDB Systems January 1996 - December 1998
Passport Corporation 1994 - 1996
PaineWebber 1986 - 1994
Skills
Mergers, Accounting, Audit Committee, Valuation, Contract Negotiation, Process Improvement, Strategic Planning, Financial Reporting, Financial Planning, Business Planning, Start-ups, SaaS, Financial Modeling, Forecasting, Financial Management, Business Strategy, Financial Analysis, Salesforce.com, Budgeting, Due Diligence, Process Engineering, Business Analysis, Business Process, Corporate Finance, Business Process..., ERP, Team Building, Private Equity, Team Leadership, Management Consulting, Business Management, SOX, Internal Controls, Investor Relations, Business Intelligence, MIS, Cash Management, Financial Accounting, Business Modeling, Negotiation, Portfolio Management, Budgets, Management, Corporate Development, Mergers & Acquisitions, Finance, Enterprise Software, Professional Services, Leadership, Strategic Financial...
Education
The University of Connecticut School of Business 1988 — 1991
MBA, Finance
Marist College 1982 — 1986
BS, Finance and Accounting
Tom Borbone Tom Borbone's PaineWebber Experience January 1994 - January 1996
Job Business Advisor & Portfolio Manager
Industry Investment Banking
Experience
THN advisors 2010 - Present
Thomas Asset Management, LLC January 2000 - Present
Thomas Securities, LLC January 2000 - 2010
Stony Hill Management 1996 - 2002
Cantor Weiss & Friedner January 1996 - January 2001
PaineWebber January 1994 - January 1996
Merrill Lynch January 1991 - January 1994
Education
LIU Post 1980 — 1984
BS, Finance
THN advisors 2010 - Present
Thomas Asset Management, LLC January 2000 - Present
Thomas Securities, LLC January 2000 - 2010
Stony Hill Management 1996 - 2002
Cantor Weiss & Friedner January 1996 - January 2001
PaineWebber January 1994 - January 1996
Merrill Lynch January 1991 - January 1994
Education
LIU Post 1980 — 1984
BS, Finance
Usman Dar Usman Dar's PaineWebber Experience 1998 - 1999
Job Director, Oracle Database at First Data Corporation
Industry Facilities Services
Experience
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
First Data Corporation June 2014 - Present
Bank of America September 2009 - June 2014
Freddie Mac May 2009 - August 2009
JPMorgan Chase March 2008 - March 2009
Bear Stearns 2005 - 2008
Merrill Lynch 2000 - 2005
PaineWebber 1998 - 1999
Skills
Data Warehousing, Databases, SQL, Sybase, Oracle, Project Management, Performance Tuning, Disaster Recovery, Hadoop, ExaData, ZFS, BDA, Big Data, Netezza, ParAccel, ETL, Enterprise Architecture, DB2, Integration, Unix Shell Scripting, Database Design, Replication, Virtualization, VMware ESX, Storage Virtualization, SDLC, Cloud Computing, Sybase IQ, Unix, Sybase SQL Anywhere, Shell Scripting, Sybase Adaptive Server, Replication Technologies
Education
Lakehead University
Electrical Eng Tech, Electrical
University of Toronto
BSC, Computer & Math
Matt Stockert Matt Stockert's PaineWebber Experience 1990 - 1996
Job Sales &n Marketing
Industry Marketing and Advertising
Experience
Webb Insurance Group, Inc. 2014 - Present
Chicago Transom Partners 2012 - 2014
Siena Advisors 2006 - 2012
Credit Suisse 2000 - 2006
Specialty Care Systems 1999 - 2000
UBS Warburg Dillon & Reed 1996 - 1999
PaineWebber 1990 - 1996
Education
The University of Chicago - Booth School of Business
MBA
Loyola University of Chicago
Bachelor's Degree
Universita per Stranieri di Siena
Webb Insurance Group, Inc. 2014 - Present
Chicago Transom Partners 2012 - 2014
Siena Advisors 2006 - 2012
Credit Suisse 2000 - 2006
Specialty Care Systems 1999 - 2000
UBS Warburg Dillon & Reed 1996 - 1999
PaineWebber 1990 - 1996
Education
The University of Chicago - Booth School of Business
MBA
Loyola University of Chicago
Bachelor's Degree
Universita per Stranieri di Siena
Joseph D'Aqui Joseph D'Aqui's PaineWebber Experience December 1994 - July 1997
Job Director Manager of Database Administration at Natixis North America
Industry Financial Services
Experience
Natixis North America July 1997 - Present
PaineWebber December 1994 - July 1997
Lehman Brothers 1991 - 1994
Skills
Sybase, SQL, IT Management, ITIL, Disaster Recovery, Trading Systems, Integration, Databases, Data Warehousing, Enterprise Architecture, Virtualization, Software Development, Unix, IT Strategy, Business Continuity, Management, Microsoft SQL Server, Data Center, Vendor Management, Software Project..., Database Design, Servers, Perl, Windows Server, SharePoint, Solution Architecture, Operating Systems, Security
Education
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1991
B.A., Communications, Computer Science
New York University 1985 — 1987
B.A., Communications, Computer Science
Natixis North America July 1997 - Present
PaineWebber December 1994 - July 1997
Lehman Brothers 1991 - 1994
Skills
Sybase, SQL, IT Management, ITIL, Disaster Recovery, Trading Systems, Integration, Databases, Data Warehousing, Enterprise Architecture, Virtualization, Software Development, Unix, IT Strategy, Business Continuity, Management, Microsoft SQL Server, Data Center, Vendor Management, Software Project..., Database Design, Servers, Perl, Windows Server, SharePoint, Solution Architecture, Operating Systems, Security
Education
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1991
B.A., Communications, Computer Science
New York University 1985 — 1987
B.A., Communications, Computer Science
Jerry Laffer Jerry Laffer's PaineWebber Experience July 2001 - April 2003
Job Independent Consultant at Sharkpro Inc
Industry Computer Software
Experience
Sharkpro Inc April 1992 - Present
Thomasville Furniture June 2014 - November 2014
ManTech October 2013 - November 2013
DOE (Brooklyn) April 2013 - October 2013
Dept of Aging and Disability March 2012 - February 2013
Banner Health March 2004 - December 2011
Dept of Medical Assistance February 1999 - March 2004
Fidelity Investments May 2003 - January 2004
PaineWebber July 2001 - April 2003
SHARKPRO, INC May 1992 - February 1999
Skills
M204, Retail Mgmt, Athletic Coaching, Creative Problem Solving, Model 204, Database Design, Active Directory, COBOL, Strategic Planning, SharePoint, Oracle, Program Management, Databases, Athletic Training, SSRS, Data Analysis, CPOE
Education
NYU 1981 — 1981
Certificate, Computer programming
Kingsborough Community College 1969 — 1970
64 Credits, Business
Sharkpro Inc April 1992 - Present
Thomasville Furniture June 2014 - November 2014
ManTech October 2013 - November 2013
DOE (Brooklyn) April 2013 - October 2013
Dept of Aging and Disability March 2012 - February 2013
Banner Health March 2004 - December 2011
Dept of Medical Assistance February 1999 - March 2004
Fidelity Investments May 2003 - January 2004
PaineWebber July 2001 - April 2003
SHARKPRO, INC May 1992 - February 1999
Skills
M204, Retail Mgmt, Athletic Coaching, Creative Problem Solving, Model 204, Database Design, Active Directory, COBOL, Strategic Planning, SharePoint, Oracle, Program Management, Databases, Athletic Training, SSRS, Data Analysis, CPOE
Education
NYU 1981 — 1981
Certificate, Computer programming
Kingsborough Community College 1969 — 1970
64 Credits, Business
Kerri Gambill-Jones's PaineWebber Experience August 1998 - June 2001
Job Graduation Services at Oklahoma City Community College
Industry Education Management
Experience
Oklahoma City Community College December 2010 - Present
Self-Employed February 2002 - Present
PaineWebber August 1998 - June 2001
Retirement Investment Advisors January 1995 - August 1998
Skills
Educational Leadership, Curriculum Design, Teaching, Personal Financial..., Organization, Financial Services, Retail Banking, Life Insurance, Transcripts, Community Outreach, Academic Advising, Customer Service
Education
Southern Nazarene University 2000 — 2001
Bachelor of Science (BS), Organizational Leadership
College of Financial Planning 1995 — 1995
Certification, Paraplanner
Oklahoma City Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Finance, General
Oklahoma City Community College December 2010 - Present
Self-Employed February 2002 - Present
PaineWebber August 1998 - June 2001
Retirement Investment Advisors January 1995 - August 1998
Skills
Educational Leadership, Curriculum Design, Teaching, Personal Financial..., Organization, Financial Services, Retail Banking, Life Insurance, Transcripts, Community Outreach, Academic Advising, Customer Service
Education
Southern Nazarene University 2000 — 2001
Bachelor of Science (BS), Organizational Leadership
College of Financial Planning 1995 — 1995
Certification, Paraplanner
Oklahoma City Community College 1992 — 1994
Associate of Arts and Sciences (AAS), Finance, General
Guilhem Castagne's PaineWebber Experience 1994 - 1998
Job Managing Director @ VULCAIN
Industry Venture Capital & Private Equity
Experience
VULCAIN SAS 2010 - Present
Self-Employed Management and Financial Consultant January 2000 - Present
Ceranovo, Inc. December 2013 - March 2015
Ivanhoe Gabon, S.A. 2008 - 2010
PaineWebber 1994 - 1998
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, M&A experience, Mergers, Valuation, Due Diligence, Asset Managment, Restructuring, Private Placements, Financial Analysis, Mutual Funds, Strategy, Investments, Start-ups, Financial Research, Emerging Markets, Finance, Portfolio Management, Business Development, LBO, Leadership, Entrepreneurship, Mergers & Acquisitions, IPO, Financial Structuring, Capital, Asset Management, Joint Ventures, Financial Services, Business Valuation, Corporate Development, Alternative Investments, Securities, Series 7, Team Leadership, Business Strategy, Capital Markets, Equities, Hedge Funds, Structured Finance, Investor Relations
Education
USC Marshall School of Business 2009 — 2010
CFA
New York University 1981 — 1984
Economics & Finance
VULCAIN SAS 2010 - Present
Self-Employed Management and Financial Consultant January 2000 - Present
Ceranovo, Inc. December 2013 - March 2015
Ivanhoe Gabon, S.A. 2008 - 2010
PaineWebber 1994 - 1998
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, M&A experience, Mergers, Valuation, Due Diligence, Asset Managment, Restructuring, Private Placements, Financial Analysis, Mutual Funds, Strategy, Investments, Start-ups, Financial Research, Emerging Markets, Finance, Portfolio Management, Business Development, LBO, Leadership, Entrepreneurship, Mergers & Acquisitions, IPO, Financial Structuring, Capital, Asset Management, Joint Ventures, Financial Services, Business Valuation, Corporate Development, Alternative Investments, Securities, Series 7, Team Leadership, Business Strategy, Capital Markets, Equities, Hedge Funds, Structured Finance, Investor Relations
Education
USC Marshall School of Business 2009 — 2010
CFA
New York University 1981 — 1984
Economics & Finance
A.M. Gaudio A.M. Gaudio's PaineWebber Experience 1990 - 1995
Job .
Industry Sports
Experience
Hudson Valley Humane Society 2010 - Present
Self-employed March 2000 - Present
New York University 2011 - Present
State University of New York - Rockland Community College September 2006 - Present
New York Sportimes/World TeamTennis September 2004 - October 2009
New York Sportimes/World TeamTennis September 2003 - August 2004
New York Sportimes - World TeamTennis May 2003 - August 2003
New York Giants August 1996 - January 1997
PaineWebber 1990 - 1995
Skills
Marketing, Management, Project Management, Event Management, Sports Marketing, Public Speaking, Sponsorship, Teaching, Higher Education
Education
Pace University - Lubin School of Business 2000 — 2003
Master's degree, Marketing
New York University 1997 — 1999
Certificate, Sports, Entertainment & Event Management
Hudson Valley Humane Society 2010 - Present
Self-employed March 2000 - Present
New York University 2011 - Present
State University of New York - Rockland Community College September 2006 - Present
New York Sportimes/World TeamTennis September 2004 - October 2009
New York Sportimes/World TeamTennis September 2003 - August 2004
New York Sportimes - World TeamTennis May 2003 - August 2003
New York Giants August 1996 - January 1997
PaineWebber 1990 - 1995
Skills
Marketing, Management, Project Management, Event Management, Sports Marketing, Public Speaking, Sponsorship, Teaching, Higher Education
Education
Pace University - Lubin School of Business 2000 — 2003
Master's degree, Marketing
New York University 1997 — 1999
Certificate, Sports, Entertainment & Event Management
Mark Kinsky Mark Kinsky's PaineWebber Experience May 1995 - February 1997
Job Director at New York Life Investment Mgmt
Industry Investment Management
Experience
New York Life Investment Mgmt October 2014 - Present
Credit Suisse July 2011 - October 2014
Neuberger Berman Asset Management April 2006 - July 2011
University of Illinois at Urbana-Champaign January 2009 - June 2010
Deutsche Asset Management July 2002 - April 2006
Pearson Education February 1998 - March 2002
Micro Modeling Associates March 1997 - February 1998
PaineWebber May 1995 - February 1997
Consultant September 1993 - May 1995
Skills
Statistical Data..., Data Architecture, Data Analysis, Data Modeling, Algorithms, Database Design, R, Python, Machine Learning, Matlab, Hadoop, Apache Pig, Hive, MapReduce, Big Data, Microsoft SQL Server, Oracle SQL Developer, Java Enterprise Edition, MongoDB, Business Analysis, Data Structures, Octave, Fixed Income, Alternative Investments, Asset Managment, Database Development, VBA, Investment Management, Software Project..., Investments, Process Improvement, Databases, Trading, Finance, Requirements Analysis, Business Process..., Risk Management, Operations, Business Requirements, Business Process..., Liquidity, NoSQL, OLAP, Functional..., Bloomberg, Data Mining
Education
Seton Hall University 1996 — 1999
M.B.A., Finance
Old Dominion University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Point Pleasant Borough High School 1984 — 1987
New York Life Investment Mgmt October 2014 - Present
Credit Suisse July 2011 - October 2014
Neuberger Berman Asset Management April 2006 - July 2011
University of Illinois at Urbana-Champaign January 2009 - June 2010
Deutsche Asset Management July 2002 - April 2006
Pearson Education February 1998 - March 2002
Micro Modeling Associates March 1997 - February 1998
PaineWebber May 1995 - February 1997
Consultant September 1993 - May 1995
Skills
Statistical Data..., Data Architecture, Data Analysis, Data Modeling, Algorithms, Database Design, R, Python, Machine Learning, Matlab, Hadoop, Apache Pig, Hive, MapReduce, Big Data, Microsoft SQL Server, Oracle SQL Developer, Java Enterprise Edition, MongoDB, Business Analysis, Data Structures, Octave, Fixed Income, Alternative Investments, Asset Managment, Database Development, VBA, Investment Management, Software Project..., Investments, Process Improvement, Databases, Trading, Finance, Requirements Analysis, Business Process..., Risk Management, Operations, Business Requirements, Business Process..., Liquidity, NoSQL, OLAP, Functional..., Bloomberg, Data Mining
Education
Seton Hall University 1996 — 1999
M.B.A., Finance
Old Dominion University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Point Pleasant Borough High School 1984 — 1987
Steve Dionne's PaineWebber Experience May 2001 - August 2001
Job Distribution Strategy Consultant at Caterpillar Inc
Industry Construction
Experience
Caterpillar Inc April 2014 - Present
Caterpillar Inc. September 2011 - March 2014
Caterpillar Inc. April 2007 - September 2011
Caterpillar Inc. September 2005 - April 2007
Caterpillar Inc. May 2004 - August 2004
New York Life Insurance Company March 2003 - July 2003
UBS May 2002 - August 2002
PaineWebber May 2001 - August 2001
Skills
Sales Management, Sales, Negotiation, New Business Development, Product Development, Six Sigma, Contract Negotiation, Marketing Strategy, Manufacturing, Strategic Planning, Sales Operations, Customer Service, Marketing, Business Planning, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science (B.S.), International Marketing
Macquarie University 2003 — 2003
Summit High School 1998 — 2001
Caterpillar Inc April 2014 - Present
Caterpillar Inc. September 2011 - March 2014
Caterpillar Inc. April 2007 - September 2011
Caterpillar Inc. September 2005 - April 2007
Caterpillar Inc. May 2004 - August 2004
New York Life Insurance Company March 2003 - July 2003
UBS May 2002 - August 2002
PaineWebber May 2001 - August 2001
Skills
Sales Management, Sales, Negotiation, New Business Development, Product Development, Six Sigma, Contract Negotiation, Marketing Strategy, Manufacturing, Strategic Planning, Sales Operations, Customer Service, Marketing, Business Planning, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Bachelor of Science (B.S.), International Marketing
Macquarie University 2003 — 2003
Summit High School 1998 — 2001
Sean Coates Sean Coates's PaineWebber Experience March 1994 - July 1997
Job Chief Technology Officer at CircleBack Lending
Industry Financial Services
Experience
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
Richard Loman Richard Loman's PaineWebber Experience April 1993 - April 2001
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Morgan Stanley Vice PresidentDeutsche Bank2001 - 2011
US Navy Reserve August 1986 - December 2005
PaineWebber April 1993 - April 2001
BNY Mellon September 1986 - April 1993
US Navy June 1983 - August 1986
Skills
Risk Management, Fixed Income, Capital Markets, Treasury Services, KYC, Securities Lending, VAR, Relationship Management, Investment Banking, Operational Risk..., Operational Risk, Derivatives, AML, Financial Risk, Hedge Funds
Education
Rutgers University 1995 — 2000
BS, Accounting
Long Island University, Brooklyn Campus 1990 — 1995
MBA, Finance
Washington State University 1979 — 1983
BA, Criminal Justice
Cornell Green's PaineWebber Experience 1996 - 2000
Job Business Development Specialist, 21st Century CommunIT Solutions
Industry Information Technology and Services
Experience
21st Century CommunIT Solutions January 2002 - Present
CUNY July 2013 - Present
Gwathmey Siegel & Associates Architects April 2006 - April 2009
TTSG Inc November 2001 - May 2002
Xceedium, Inc. June 2000 - November 2001
PaineWebber 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Computers, Computer Maintenance, Computer Security, Technology, Information Technology, Consulting, Technical Support, Help Desk Support, Help Desk Implementation, Small Business, Small Business Server, Small Business IT..., Small Business Marketing, Small Business Online..., Networking, Network Security, Troubleshooting, Cloud Computing, Management, Integration, Analysis, Network Administration, IT Service Management, Disaster Recovery, Architecture, IT Strategy, Data Center, Infrastructure, Virtualization, IT Management, System Administration, Enterprise Architecture, Start-ups, Strategy, Vendor Management, Architectures, Spiritual Direction
Education
Landmark Education 2011 — 2012
Graduate
The Levin Institute 2010 — 2010
Brookdale Community College 1990 — 1992
York College, CUNY 1978 — 1979
Stuyvesant High School 1974 — 1977
Regents Diploma
21st Century CommunIT Solutions January 2002 - Present
CUNY July 2013 - Present
Gwathmey Siegel & Associates Architects April 2006 - April 2009
TTSG Inc November 2001 - May 2002
Xceedium, Inc. June 2000 - November 2001
PaineWebber 1996 - 2000
Lehman Brothers 1993 - 1996
Skills
Computers, Computer Maintenance, Computer Security, Technology, Information Technology, Consulting, Technical Support, Help Desk Support, Help Desk Implementation, Small Business, Small Business Server, Small Business IT..., Small Business Marketing, Small Business Online..., Networking, Network Security, Troubleshooting, Cloud Computing, Management, Integration, Analysis, Network Administration, IT Service Management, Disaster Recovery, Architecture, IT Strategy, Data Center, Infrastructure, Virtualization, IT Management, System Administration, Enterprise Architecture, Start-ups, Strategy, Vendor Management, Architectures, Spiritual Direction
Education
Landmark Education 2011 — 2012
Graduate
The Levin Institute 2010 — 2010
Brookdale Community College 1990 — 1992
York College, CUNY 1978 — 1979
Stuyvesant High School 1974 — 1977
Regents Diploma
Scott Stavn Scott Stavn's PaineWebber Experience March 1990 - March 1999
Job Branch Manager, Registered Principal Raymond James Financial Services Inc., Member FINRA/SIPC 990 West 41st Street
Industry Financial Services
Experience
Raymond James Financial Inc. Member FINRA/SIPC March 1999 - Present
PaineWebber March 1990 - March 1999
Skills
Fixed Annuities, Strategic Financial..., Mutual Funds, Retirement, Retirement Planning, Investments, Securities, Financial Advisory, Insurance, Estate Planning, 401k, IRAs, Stocks, Long-term Care, Series 7, Wealth Management, Annuities, 401k Rollovers, Bonds, Long Term Care, Retirement Income..., 401k provider search, Term Life Insurance, Asset Allocation
Education
Minnesota State University, Mankato 1981 — 1984
BS Business Administration, Construction Management, Business, Law, Finance, Accounting, Construction Management
Hibbing Community College 1979 — 1981
AA, Politics, Business, Law, Photography
Raymond James Financial Inc. Member FINRA/SIPC March 1999 - Present
PaineWebber March 1990 - March 1999
Skills
Fixed Annuities, Strategic Financial..., Mutual Funds, Retirement, Retirement Planning, Investments, Securities, Financial Advisory, Insurance, Estate Planning, 401k, IRAs, Stocks, Long-term Care, Series 7, Wealth Management, Annuities, 401k Rollovers, Bonds, Long Term Care, Retirement Income..., 401k provider search, Term Life Insurance, Asset Allocation
Education
Minnesota State University, Mankato 1981 — 1984
BS Business Administration, Construction Management, Business, Law, Finance, Accounting, Construction Management
Hibbing Community College 1979 — 1981
AA, Politics, Business, Law, Photography
Carmen Barone Carmen Barone's PaineWebber Experience September 1997 - June 2000
Job Executive Administrative Assistant at TBWA\Worldwide
Industry Marketing and Advertising
Experience
Currently Seeking Position September 1997 - Present
TBWA\Worldwide July 2011 - February 2012
PaineWebber September 1997 - June 2000
Skills
Notary Public, Proficient Typing Skills, Digital Dictation, Dictaphone, Transcription, Speedwriting
Education
Montclair State University 1999 — 2002
N/A, Biology, General, 3.8 GPA
Kearny High School 1992 — 1996
High School, College Prepatory, 3.8 GPA (Graduated with Honors)
Currently Seeking Position September 1997 - Present
TBWA\Worldwide July 2011 - February 2012
PaineWebber September 1997 - June 2000
Skills
Notary Public, Proficient Typing Skills, Digital Dictation, Dictaphone, Transcription, Speedwriting
Education
Montclair State University 1999 — 2002
N/A, Biology, General, 3.8 GPA
Kearny High School 1992 — 1996
High School, College Prepatory, 3.8 GPA (Graduated with Honors)
AnnMarie DeVeau AnnMarie DeVeau's PaineWebber Experience July 1998 - June 2000
Job CSA at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
A&A Realty March 2008 - June 2013
Prudential Securities June 2000 - February 2003
PaineWebber July 1998 - June 2000
Education
New York Institute of Technology 1989 — 1991
Bachelor of Science, Liberal Arts-Business, Magna Cum Laude
Morgan Stanley Wealth Management June 2013 - Present
A&A Realty March 2008 - June 2013
Prudential Securities June 2000 - February 2003
PaineWebber July 1998 - June 2000
Education
New York Institute of Technology 1989 — 1991
Bachelor of Science, Liberal Arts-Business, Magna Cum Laude
Kim Gagnon Kim Gagnon's PaineWebber Experience 1986 - 1988
Job Administrative Assistant
Industry Consumer Electronics
Experience
GoPro March 2013 - Present
Mavericks Invitational Surf Competition 2011 - 2014
Self-employed 2003 - 2013
Comergent Technologies 1999 - 2001
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP 1998 - 1999
William Wilson & Associates now Wilson/Meany 1996 - 1998
Prudential Financial 1988 - 1996
PaineWebber 1986 - 1988
Skills
Microsoft Office, NetSuite, Workday, Google Docs, Marketing, Sales, Customer Service, Microsoft Excel, Project Management, PowerPoint, Event Planning, Event Management, Outlook, Administrative..., Social Media
Education
Northeastern Illinois University
GoPro March 2013 - Present
Mavericks Invitational Surf Competition 2011 - 2014
Self-employed 2003 - 2013
Comergent Technologies 1999 - 2001
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP 1998 - 1999
William Wilson & Associates now Wilson/Meany 1996 - 1998
Prudential Financial 1988 - 1996
PaineWebber 1986 - 1988
Skills
Microsoft Office, NetSuite, Workday, Google Docs, Marketing, Sales, Customer Service, Microsoft Excel, Project Management, PowerPoint, Event Planning, Event Management, Outlook, Administrative..., Social Media
Education
Northeastern Illinois University
Robert Van Horn's PaineWebber Experience January 2000 - October 2000
Job
Industry Consumer Goods
Experience
Currently Seeking Financial Management Role 2015 - Present
PepsiCo - Pepsi Beverages Company 2012 - 2014
PepsiCo - Gatorade 2010 - 2012
PepsiCo - Gatorade September 2008 - 2010
PepsiCo - Frito Lay August 2007 - September 2008
PepsiCo - Frito Lay August 2005 - August 2007
Deutsche Bank October 2000 - May 2003
PaineWebber January 2000 - October 2000
Spear, Leeds & Kellogg August 1998 - October 1999
Skills
Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, P&L, Forecasting, Business Process..., Budgets, Competitive Analysis, P&L Management, Financial Planning, Strategic Planning, Cross-functional Team..., Management, Financial Reporting, Strategic Thinking, Communication, Business Transformation, Finance Transformation, Process Improvement, Supply Chain, Analysis, Business Analysis, Business Strategy, Team Leadership, Team Management, Coaching, Talent Developer, Strategy, Valuation, Leadership, Executive Financial..., Executive Reporting, SEC Filings, Capital Projects, Business Innovation, Process Optimization, Scenario Planning, Scenario Analysis, Consumer Products, Business Planning, Financial Forecasting, Revenue Forecasting, Demand Forecasting, Cash Flow, FMCG, Change Management, Consolidation, Managerial Finance
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance, Strategy & Management
University of Notre Dame 1995 — 1998
BA, Economics, History, cum laude
Currently Seeking Financial Management Role 2015 - Present
PepsiCo - Pepsi Beverages Company 2012 - 2014
PepsiCo - Gatorade 2010 - 2012
PepsiCo - Gatorade September 2008 - 2010
PepsiCo - Frito Lay August 2007 - September 2008
PepsiCo - Frito Lay August 2005 - August 2007
Deutsche Bank October 2000 - May 2003
PaineWebber January 2000 - October 2000
Spear, Leeds & Kellogg August 1998 - October 1999
Skills
Finance, Strategic Financial..., Financial Modeling, Financial Analysis, Corporate Finance, P&L, Forecasting, Business Process..., Budgets, Competitive Analysis, P&L Management, Financial Planning, Strategic Planning, Cross-functional Team..., Management, Financial Reporting, Strategic Thinking, Communication, Business Transformation, Finance Transformation, Process Improvement, Supply Chain, Analysis, Business Analysis, Business Strategy, Team Leadership, Team Management, Coaching, Talent Developer, Strategy, Valuation, Leadership, Executive Financial..., Executive Reporting, SEC Filings, Capital Projects, Business Innovation, Process Optimization, Scenario Planning, Scenario Analysis, Consumer Products, Business Planning, Financial Forecasting, Revenue Forecasting, Demand Forecasting, Cash Flow, FMCG, Change Management, Consolidation, Managerial Finance
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance, Strategy & Management
University of Notre Dame 1995 — 1998
BA, Economics, History, cum laude
Bob Roepke's PaineWebber Experience August 1994 - March 1999
Job Vice President, Finance at MarkLogic Corporation
Industry Computer Software
Experience
Chordiant Software June 2007 - 2010
Yahoo! March 2006 - June 2007
Verity, Inc. June 2003 - January 2006
Sendmail, Inc. March 2001 - June 2003
PDI/Dreamworks March 1999 - March 2001
PaineWebber August 1994 - March 1999
The Walt Disney Company June 1993 - September 1993
UPS August 1987 - December 1991
IBM June 1986 - September 1986
Skills
Corporate Finance, Finance, Due Diligence, Corporate Development, Mergers, SEC filings, Risk Management, Revenue Recognition, Accounting, Investor Relations, Strategic Financial..., Financial Modeling, Treasury, Business Planning, Investment Banking, Software, Entertainment, MarkLogic, Mergers & Acquisitions, Business Development, Strategy
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Industrial Engineering
Chordiant Software June 2007 - 2010
Yahoo! March 2006 - June 2007
Verity, Inc. June 2003 - January 2006
Sendmail, Inc. March 2001 - June 2003
PDI/Dreamworks March 1999 - March 2001
PaineWebber August 1994 - March 1999
The Walt Disney Company June 1993 - September 1993
UPS August 1987 - December 1991
IBM June 1986 - September 1986
Skills
Corporate Finance, Finance, Due Diligence, Corporate Development, Mergers, SEC filings, Risk Management, Revenue Recognition, Accounting, Investor Relations, Strategic Financial..., Financial Modeling, Treasury, Business Planning, Investment Banking, Software, Entertainment, MarkLogic, Mergers & Acquisitions, Business Development, Strategy
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Industrial Engineering
Christine Ivanov's PaineWebber Experience September 1994 - May 1996
Job Administrative Associate at Azure Capital Partners
Industry Venture Capital & Private Equity
Experience
Azure Capital Partners April 2000 - Present
Credit Suisse First Boston July 1998 - April 2000
Deutsche Bank May 1996 - July 1998
PaineWebber September 1994 - May 1996
Education
New York Institute of Technology 1988 — 1994
BS, Architecture
Azure Capital Partners April 2000 - Present
Credit Suisse First Boston July 1998 - April 2000
Deutsche Bank May 1996 - July 1998
PaineWebber September 1994 - May 1996
Education
New York Institute of Technology 1988 — 1994
BS, Architecture
Kathleen Canning's PaineWebber Experience July 1997 - July 1998
Job Senior Consultant at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC September 2013 - Present
Fidelity Investments October 2010 - August 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2005
PaineWebber July 1997 - July 1998
Prudential Securities February 1992 - July 1997
Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning
Education
Pace University 1990 — 1994
MBA, Accounting
New York University - Leonard N. Stern School of Business 1985 — 1988
BS, Marketing & Economics
BridgePoint Group, LLC September 2013 - Present
Fidelity Investments October 2010 - August 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2005
PaineWebber July 1997 - July 1998
Prudential Securities February 1992 - July 1997
Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning
Education
Pace University 1990 — 1994
MBA, Accounting
New York University - Leonard N. Stern School of Business 1985 — 1988
BS, Marketing & Economics
Susan Ryall's PaineWebber Experience September 1999 - September 2001
Job Bank of TokyoMitsubishi UFJ
Industry Information Technology and Services
Experience
MUFG Americas July 2012 - Present
NYK Lines November 2011 - May 2012
CIT Group April 2011 - October 2011
United Water January 2010 - April 2011
CIT Group Inc 2005 - 2008
PaineWebber September 1999 - September 2001
AIG Credit SA 1997 - 1998
Rapp Collins Worldwide 1992 - 1996
Skills
Microsoft SQL Server, Microsoft Technologies, Data Warehousing, Databases, Financials, Business Analysis, Crystal Reports, SharePoint, VBScript, HTML, Data Migration, Visio, Project Management, SQL, Visual Basic, Access, Oracle, Disaster Recovery, Testing, User Acceptance Testing, SDLC, Integration
Education
Montclair State University 1995 — 1997
Computer Engineering
Chubb 1997 — 1998
Certificate, Client Server
Montclair State University
BA, Broadcast Journalism
MUFG Americas July 2012 - Present
NYK Lines November 2011 - May 2012
CIT Group April 2011 - October 2011
United Water January 2010 - April 2011
CIT Group Inc 2005 - 2008
PaineWebber September 1999 - September 2001
AIG Credit SA 1997 - 1998
Rapp Collins Worldwide 1992 - 1996
Skills
Microsoft SQL Server, Microsoft Technologies, Data Warehousing, Databases, Financials, Business Analysis, Crystal Reports, SharePoint, VBScript, HTML, Data Migration, Visio, Project Management, SQL, Visual Basic, Access, Oracle, Disaster Recovery, Testing, User Acceptance Testing, SDLC, Integration
Education
Montclair State University 1995 — 1997
Computer Engineering
Chubb 1997 — 1998
Certificate, Client Server
Montclair State University
BA, Broadcast Journalism
Nick Filippo's PaineWebber Experience June 1990 - December 1992
Job VP Sales and Marketing at Tower Bridge Advisors
Industry Financial Services
Experience
Tower Bridge Advisors March 2012 - Present
Cipperman Compliance Services, LLC March 2009 - March 2012
Verdis Investment Management 2006 - 2008
Preferred Client Group January 2003 - May 2006
SEI Investments 1993 - 2002
PaineWebber June 1990 - December 1992
IBM 1981 - 1989
Skills
Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
The University of Chicago 1977 — 1981
B.A., Mathematics
Tower Bridge Advisors March 2012 - Present
Cipperman Compliance Services, LLC March 2009 - March 2012
Verdis Investment Management 2006 - 2008
Preferred Client Group January 2003 - May 2006
SEI Investments 1993 - 2002
PaineWebber June 1990 - December 1992
IBM 1981 - 1989
Skills
Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
The University of Chicago 1977 — 1981
B.A., Mathematics
Heidi Epsha-Golabek's PaineWebber Experience 1998 - 2001
Job Director of Program Management at Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP May 2014 - Present
Shearman & Sterling April 2011 - May 2014
ILTA 2006 - 2011
Shearman & Sterling LLP 2001 - 2007
Painewebber 1998 - 2001
SG Cowen 1996 - 1998
Skills
SharePoint, Litigation Support, ESI, Document Management, Knowledge Management, Legal Assistance, IT Strategy, Project Management, Disaster Recovery, Business Analysis, MS Project, Information Technology, Citrix, PMO, Vendor Management, PMP, Governance, Project Portfolio..., IT Management
Education
New York University 1990 — 1994
BFA
ESI
Proskauer Rose LLP May 2014 - Present
Shearman & Sterling April 2011 - May 2014
ILTA 2006 - 2011
Shearman & Sterling LLP 2001 - 2007
Painewebber 1998 - 2001
SG Cowen 1996 - 1998
Skills
SharePoint, Litigation Support, ESI, Document Management, Knowledge Management, Legal Assistance, IT Strategy, Project Management, Disaster Recovery, Business Analysis, MS Project, Information Technology, Citrix, PMO, Vendor Management, PMP, Governance, Project Portfolio..., IT Management
Education
New York University 1990 — 1994
BFA
ESI
Caresse Chase's PaineWebber Experience March 1990 - March 1994
Job Sales
Industry Real Estate
Experience
Chase family Enterprises and Management Services June 2000 - Present
S.N Ship Managment services April 1994 - December 1998
painewebber March 1990 - March 1994
Skills
Advertising, Online Marketing, Marketing Strategy, Photoshop, direct sales, Customer Service, Communication, Direct Sales, Event Planning, Marketing, Microsoft Office, Negotiation, Problem Solving, Public Speaking, Sales, Strategic Planning, Thought Leadership
Education
New Jersey City University 1998 — 2000
Business Administration, Management and Operations
University of Houston
non degree, Business Management
Chase family Enterprises and Management Services June 2000 - Present
S.N Ship Managment services April 1994 - December 1998
painewebber March 1990 - March 1994
Skills
Advertising, Online Marketing, Marketing Strategy, Photoshop, direct sales, Customer Service, Communication, Direct Sales, Event Planning, Marketing, Microsoft Office, Negotiation, Problem Solving, Public Speaking, Sales, Strategic Planning, Thought Leadership
Education
New Jersey City University 1998 — 2000
Business Administration, Management and Operations
University of Houston
non degree, Business Management
Costas Kalargiros's PaineWebber Experience March 2000 - July 2001
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Morgan Stanley April 2011 - Present
J.P. Morgan 2010 - 2011
CommerzBank July 2001 - July 2010
Dresdner Kleinwort Wasserstein 2001 - 2008
PaineWebber March 2000 - July 2001
UBS Investment Bank 2000 - 2001
CIBC World Markets June 1998 - March 2000
Education
New York University 1993 — 1997
New York University
Stern School of Business
B.S, Finance
Lou Caracappa's PaineWebber Experience January 1990 - June 1996
Job VP Compliance Examinations at RBS Markets and International Banking
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
RBS Markets and International Banking August 2014 - Present
Banc of America Securities March 2004 - December 2013
Bank of America 2000 - 2004
ICAP January 1997 - October 2000
PaineWebber January 1990 - June 1996
Paine Webber 1990 - 1996
Dean Witter 1985 - 1990
Skills
Capital Markets, Financial Risk, Internal Audit, Leadership, Securities, Banking, AML, Financial Services, Auditing, Operational Risk, Risk Management, Operational Risk..., Fixed Income, Anti Money Laundering, Equities
Education
New York University - Leonard N. Stern School of Business 1983 — 1988
MBA, Finance
New York University 1978 — 1982
Accounting
Archbishop Molloy
Tristran Eddy's PaineWebber Experience 1998 - January 2000
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust January 2000 - Present
PaineWebber 1998 - January 2000
Skills
Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Mutual Funds, Estate Planning, Investments, Asset Managment, Investment Management, Asset Management, Equities, Finance, Fixed Income, Investment Advisory, Investment Strategies
Education
Northeastern University 1987 — 1993
U.S. Trust January 2000 - Present
PaineWebber 1998 - January 2000
Skills
Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Mutual Funds, Estate Planning, Investments, Asset Managment, Investment Management, Asset Management, Equities, Finance, Fixed Income, Investment Advisory, Investment Strategies
Education
Northeastern University 1987 — 1993
Nan Adams's PaineWebber Experience 1989 - 1999
Job Principal at Nan Adams Consulting
Industry Marketing and Advertising
Experience
Nan Adams Consulting February 2011 - Present
Fifth Third Asset Management 2005 - 2007
The Bank of New York 2003 - 2005
Dreyfus Investments February 1999 - December 2002
PaineWebber 1989 - 1999
Thomson McKinnon 1984 - 1988
ContiCommodity 1979 - 1984
Skills
Lean Six Sigma Yellow..., Training, Mutual Funds, Wealth Management, Asset Managment, Financial Services, Alternative Investments, Relationship Management, Strategic Planning, Marketing, Marketing Communications, Asset Allocation, Product Marketing, Investments, Asset Management, Leadership, New Business Development, Six Sigma, Marketing Strategy, Program Management, Project Management, Sales, Management
Education
Pace University 1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications
The Mary Louis Academy 1975 — 1979
Nan Adams Consulting February 2011 - Present
Fifth Third Asset Management 2005 - 2007
The Bank of New York 2003 - 2005
Dreyfus Investments February 1999 - December 2002
PaineWebber 1989 - 1999
Thomson McKinnon 1984 - 1988
ContiCommodity 1979 - 1984
Skills
Lean Six Sigma Yellow..., Training, Mutual Funds, Wealth Management, Asset Managment, Financial Services, Alternative Investments, Relationship Management, Strategic Planning, Marketing, Marketing Communications, Asset Allocation, Product Marketing, Investments, Asset Management, Leadership, New Business Development, Six Sigma, Marketing Strategy, Program Management, Project Management, Sales, Management
Education
Pace University 1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications
The Mary Louis Academy 1975 — 1979
Chris Franke's PaineWebber Experience December 1996 - August 1998
Job
Industry Information Technology and Services
Experience
BT October 2011 - Present
Capgemini January 2010 - February 2011
BT July 2007 - December 2010
British Telecom - Radianz July 2001 - December 2009
Radianz July 2001 - December 2009
Sharp Electronics August 1998 - July 2000
PaineWebber December 1996 - August 1998
Skills
Security, Leadership, Service Delivery, Data Center, Program Management, Managed Services, Cisco Technologies, WAN, MPLS, Telecommunications, Human Resources, Vendor Management, Service Management, Cloud Computing, Project Delivery, Outsourcing, CRM, Unified Communications, VoIP, Network Design, Integration, Professional Services, IP
Education
Liberty University 1986 — 1989
BS
BT October 2011 - Present
Capgemini January 2010 - February 2011
BT July 2007 - December 2010
British Telecom - Radianz July 2001 - December 2009
Radianz July 2001 - December 2009
Sharp Electronics August 1998 - July 2000
PaineWebber December 1996 - August 1998
Skills
Security, Leadership, Service Delivery, Data Center, Program Management, Managed Services, Cisco Technologies, WAN, MPLS, Telecommunications, Human Resources, Vendor Management, Service Management, Cloud Computing, Project Delivery, Outsourcing, CRM, Unified Communications, VoIP, Network Design, Integration, Professional Services, IP
Education
Liberty University 1986 — 1989
BS
Daniel Borges's PaineWebber Experience November 1997 - July 1998
Job Sr. Director Architecture at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
Diana Butler's PaineWebber Experience January 1986 - November 1995
Job RE/MAX Advantage Real Estate
Industry Real Estate
Experience
Re/Max Advantage Real Estate December 2013 - Present
Keller Williams Realty September 2012 - December 2013
Exit Reliance Realty February 2011 - September 2012
Re/Max Village Properties July 2007 - February 2011
Vernon Martin 2008 - 2009
Banc of America Securities April 2000 - July 2003
Montgomery Securities October 1996 - April 2000
Kidder Peabody 1986 - 2000
PaineWebber January 1986 - November 1995
Skills
First Time Home Buyers, Residential, Investments, Short Sales, REO, Relocation, Residential Homes, Property, Foreclosures, Listings, New Home Sales, Referrals, Condos, Buyer Representation, Single Family Homes, Investment Properties, Investors, Sellers, Buyers, Real Property, Move Up Buyers, Vacation Homes, Real Estate, SFR, Seniors, HUD, Relocation Buyers, New Homes, Townhomes
Education
Massachusetts Bay Community College
Business
Burlington High
Massachusetts Bay Community College
Re/Max Advantage Real Estate December 2013 - Present
Keller Williams Realty September 2012 - December 2013
Exit Reliance Realty February 2011 - September 2012
Re/Max Village Properties July 2007 - February 2011
Vernon Martin 2008 - 2009
Banc of America Securities April 2000 - July 2003
Montgomery Securities October 1996 - April 2000
Kidder Peabody 1986 - 2000
PaineWebber January 1986 - November 1995
Skills
First Time Home Buyers, Residential, Investments, Short Sales, REO, Relocation, Residential Homes, Property, Foreclosures, Listings, New Home Sales, Referrals, Condos, Buyer Representation, Single Family Homes, Investment Properties, Investors, Sellers, Buyers, Real Property, Move Up Buyers, Vacation Homes, Real Estate, SFR, Seniors, HUD, Relocation Buyers, New Homes, Townhomes
Education
Massachusetts Bay Community College
Business
Burlington High
Massachusetts Bay Community College
Ned Eastman's PaineWebber Experience October 1996 - June 1999
Job Vice President at Cape Cod Five Trust and Asset Management
Industry Financial Services
Experience
Cape Cod Five Trust and Asset Management May 2004 - Present
Cape Cod Bank & Trust July 1999 - May 2004
PaineWebber October 1996 - June 1999
Skills
Fixed Income and Equity..., Asset Managment, Investments, Fixed Income, Equities, Wealth Management, Financial Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2005 — 2007
Masters of Business Administration, Finance
Norwich University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Needham High School 1986 — 1990
Cape Cod Five Trust and Asset Management May 2004 - Present
Cape Cod Bank & Trust July 1999 - May 2004
PaineWebber October 1996 - June 1999
Skills
Fixed Income and Equity..., Asset Managment, Investments, Fixed Income, Equities, Wealth Management, Financial Analysis, Portfolio Management
Education
Suffolk University - Sawyer School of Management 2005 — 2007
Masters of Business Administration, Finance
Norwich University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Needham High School 1986 — 1990
Jennifer Place's PaineWebber Experience January 1989 - August 2002
Job Graphic Design Manager at Prudential Investments
Industry Design
Experience
Prudential Investments August 2002 - Present
Place Design 1990 - 2014
PaineWebber January 1989 - August 2002
Skills
Dreamweaver, Illustrator, QuarkXPress, Layout, Creative Direction, Graphic Design, Advertising, Adobe Creative Suite, Direct Mail, Adobe Acrobat, Graphics, InDesign, Brand Development, Collateral, Typography, Brochures, Corporate Identity
Education
New York University
Art Education
Prudential Investments August 2002 - Present
Place Design 1990 - 2014
PaineWebber January 1989 - August 2002
Skills
Dreamweaver, Illustrator, QuarkXPress, Layout, Creative Direction, Graphic Design, Advertising, Adobe Creative Suite, Direct Mail, Adobe Acrobat, Graphics, InDesign, Brand Development, Collateral, Typography, Brochures, Corporate Identity
Education
New York University
Art Education
Marco Arriaga's PaineWebber Experience January 1990 - April 1997
Job Dir Software Build and Deployment Automation
Industry Financial Services
Experience
Credit Suisse July 2008 - Present
Citi April 1997 - July 2008
PaineWebber January 1990 - April 1997
Donaldson, Lufkin & Jenrette February 1988 - April 1990
Wood Struthers and Winthrop 1988 - 1990
Education
Pace University 1986 — 1990
St. Peter's Prep 1982 — 1986
Thomas Edison State College
Credit Suisse July 2008 - Present
Citi April 1997 - July 2008
PaineWebber January 1990 - April 1997
Donaldson, Lufkin & Jenrette February 1988 - April 1990
Wood Struthers and Winthrop 1988 - 1990
Education
Pace University 1986 — 1990
St. Peter's Prep 1982 — 1986
Thomas Edison State College
Oleg Musyuk's PaineWebber Experience June 1999 - October 2000
Job Trader Support, Client Services
Industry Financial Services
Experience
Fidessa January 2015 - Present
Cantor Fitzgerald January 2012 - October 2014
Cantor Fitzgerald November 2007 - January 2012
Cantor Fitzgerald July 2004 - November 2007
Cantor Fitzgerald September 2001 - July 2004
Cantor Fitzgerald October 2000 - September 2001
PaineWebber June 1999 - October 2000
Skills
Equity Trading, Equities, Trading Systems, Bloomberg, Securities, Finance, Electronic Trading, Series 7, Managerial, Series 63, Fidessa, Hedge Funds, Capital Markets, Complaince, Series 24, Series 55, Dark Pools, FIX, FINRA, Market Data, Trading
Education
University of Baltimore 2003 — 2006
MBA, Cum Laude, Finance & General Management
Long Island University, Brooklyn Campus 1995 — 1999
BS, Summa Cum Laude, Biology
Fidessa January 2015 - Present
Cantor Fitzgerald January 2012 - October 2014
Cantor Fitzgerald November 2007 - January 2012
Cantor Fitzgerald July 2004 - November 2007
Cantor Fitzgerald September 2001 - July 2004
Cantor Fitzgerald October 2000 - September 2001
PaineWebber June 1999 - October 2000
Skills
Equity Trading, Equities, Trading Systems, Bloomberg, Securities, Finance, Electronic Trading, Series 7, Managerial, Series 63, Fidessa, Hedge Funds, Capital Markets, Complaince, Series 24, Series 55, Dark Pools, FIX, FINRA, Market Data, Trading
Education
University of Baltimore 2003 — 2006
MBA, Cum Laude, Finance & General Management
Long Island University, Brooklyn Campus 1995 — 1999
BS, Summa Cum Laude, Biology
Ted Dougherty's PaineWebber Experience 1989 - 1992
Job National Managing Partner, Investment Management Tax, and National Hedge Fund Leader, Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche May 2002 - Present
Deloitte 2002 - Present
Arthur Andersen September 1992 - May 2002
PaineWebber 1989 - 1992
Thomson McKinnon Securities June 1987 - October 1989
Skills
Partnership Taxation, Tax, Tax Advisory, Tax Law, Tax Preparation, Asset Management, Tax Returns, International Tax, Hedge Funds, Accounting, Tax Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Private Equity, Tax Research, Auditing, Investments, SEC filings, Corporate Tax, GAAP, Income Tax
Education
New York University 1989 — 1992
Master of Business Administration (MBA), Accounting
Rutgers University-New Brunswick 1983 — 1987
Deloitte & Touche May 2002 - Present
Deloitte 2002 - Present
Arthur Andersen September 1992 - May 2002
PaineWebber 1989 - 1992
Thomson McKinnon Securities June 1987 - October 1989
Skills
Partnership Taxation, Tax, Tax Advisory, Tax Law, Tax Preparation, Asset Management, Tax Returns, International Tax, Hedge Funds, Accounting, Tax Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Private Equity, Tax Research, Auditing, Investments, SEC filings, Corporate Tax, GAAP, Income Tax
Education
New York University 1989 — 1992
Master of Business Administration (MBA), Accounting
Rutgers University-New Brunswick 1983 — 1987
Lily Memoli's PaineWebber Experience 1995 - April 2000
Job
Industry Information Technology and Services
Experience
Palm Beach Integrative Medicine 2008 - 2012
PaineWebber 1995 - April 2000
Wells, Jaworski, Liebman & Paton LLP 1994 - 1995
Medical Data Technology 1990 - 1991
Prudential Insurance 1989 - 1990
Skills
Leadership, Entrepreneurship, Executive Management, Strategy, SEO, Management Consulting, Strategic Partnerships, Business Planning, Business Analysis, Business Strategy, Start-ups, Project Management, Marketing Communications, Public Speaking, Security, Process Improvement, Risk Management, Networking, Data Analysis, Data Warehouse..., Data Processing, Information Technology, Leading Meetings, Organizing Meetings, Professional Services, Medical Records, Healthcare Information..., Management, Vendor Management, Social Media Marketing
Education
Rutgers University School of Law - Newark 1991 — 1994
JD, Law
Chubb Institute 1989 — 1989
Programmer, Computer Science
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science (BS), Marketing
Paramus High School 1980 — 1984
HS
Palm Beach Integrative Medicine 2008 - 2012
PaineWebber 1995 - April 2000
Wells, Jaworski, Liebman & Paton LLP 1994 - 1995
Medical Data Technology 1990 - 1991
Prudential Insurance 1989 - 1990
Skills
Leadership, Entrepreneurship, Executive Management, Strategy, SEO, Management Consulting, Strategic Partnerships, Business Planning, Business Analysis, Business Strategy, Start-ups, Project Management, Marketing Communications, Public Speaking, Security, Process Improvement, Risk Management, Networking, Data Analysis, Data Warehouse..., Data Processing, Information Technology, Leading Meetings, Organizing Meetings, Professional Services, Medical Records, Healthcare Information..., Management, Vendor Management, Social Media Marketing
Education
Rutgers University School of Law - Newark 1991 — 1994
JD, Law
Chubb Institute 1989 — 1989
Programmer, Computer Science
Lehigh University - College of Business and Economics 1984 — 1988
Bachelor of Science (BS), Marketing
Paramus High School 1980 — 1984
HS
Joel Dovi's PaineWebber Experience November 1999 - August 2003
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2009 - Present
Smith Barney August 2003 - February 2009
PaineWebber November 1999 - August 2003
Education
Louisiana State University 1996 — 1998
Hopewell Valley Central High School 1990 — 1993
Raymond James February 2009 - Present
Smith Barney August 2003 - February 2009
PaineWebber November 1999 - August 2003
Education
Louisiana State University 1996 — 1998
Hopewell Valley Central High School 1990 — 1993
Allen Roth's PaineWebber Experience 1990 - 1994
Job Capital Markets Professional
Industry Capital Markets
Experience
Syncora June 2008 - April 2010
XL Capital Assurance 2000 - 2008
Chase Securities 1994 - 2000
PaineWebber 1990 - 1994
Skills
Capital Markets, Structured Finance, Investment Banking, Structured Products, Derivatives, Securitization, Fixed Income, Bonds, Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
New York University 1986 — 1990
BS
Syncora June 2008 - April 2010
XL Capital Assurance 2000 - 2008
Chase Securities 1994 - 2000
PaineWebber 1990 - 1994
Skills
Capital Markets, Structured Finance, Investment Banking, Structured Products, Derivatives, Securitization, Fixed Income, Bonds, Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
New York University 1986 — 1990
BS
Kathy Salisbury's PaineWebber Experience 1996 - 1999
Job VP, Compensation, Benefits, HRIS & Payroll at Sensata Technologies
Industry Financial Services
Experience
Sensata Technologies May 2014 - Present
Cytec Industries Inc. August 2011 - April 2014
Cytec Industries, Inc. August 2010 - July 2011
CIT Group Inc. March 2009 - August 2010
CIT Group Inc. September 2002 - March 2009
Merrill Lynch 1999 - 2002
PaineWebber 1996 - 1999
Watson Wyatt Data Services 1991 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Organizational Behavior and Technology Management
Mount Holyoke College 1986 — 1990
Bachelor’s Degree, Mathematics
Sensata Technologies May 2014 - Present
Cytec Industries Inc. August 2011 - April 2014
Cytec Industries, Inc. August 2010 - July 2011
CIT Group Inc. March 2009 - August 2010
CIT Group Inc. September 2002 - March 2009
Merrill Lynch 1999 - 2002
PaineWebber 1996 - 1999
Watson Wyatt Data Services 1991 - 1996
Education
New York University - Leonard N. Stern School of Business 1994 — 1999
Master of Business Administration (M.B.A.), Organizational Behavior and Technology Management
Mount Holyoke College 1986 — 1990
Bachelor’s Degree, Mathematics
Julian Anderson's PaineWebber Experience April 1995 - October 2001
Job Systems Application Manager at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank November 2001 - Present
PaineWebber April 1995 - October 2001
LaGuardia Community College September 1993 - April 1994
ESCADA December 1989 - June 1991
Skills
Microsoft SQL Server, Sybase, Unix, Microsoft Office, Databases, Database Administration, Diagnostic, Oracle SQL, Troubleshooting, Maintenance, Change Management, Communication, Collaboration, Writing, Listening
Education
Laguardia Community College 1992 — 1994
Associate of Arts (AA), Economics, 4.0
University of the West Indies, St. Augustine Campus
Electrical and Electronics Engineering
UBS Investment Bank November 2001 - Present
PaineWebber April 1995 - October 2001
LaGuardia Community College September 1993 - April 1994
ESCADA December 1989 - June 1991
Skills
Microsoft SQL Server, Sybase, Unix, Microsoft Office, Databases, Database Administration, Diagnostic, Oracle SQL, Troubleshooting, Maintenance, Change Management, Communication, Collaboration, Writing, Listening
Education
Laguardia Community College 1992 — 1994
Associate of Arts (AA), Economics, 4.0
University of the West Indies, St. Augustine Campus
Electrical and Electronics Engineering
M. Ann Page, CIMA® CRPC®'s PaineWebber Experience August 1980 - December 1990
Job Assistant Complex Director at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2013 - Present
UBS Financial Services Inc. October 2009 - May 2013
UBS Financal Services Inc. April 1994 - October 2009
UBS Financial Services Inc. December 1990 - April 1994
PaineWebber August 1980 - December 1990
Education
Missouri State University 1975 — 1979
BFA, Theater
Ladue High School 1972 — 1975
High school
UBS Financial Services, Inc. May 2013 - Present
UBS Financial Services Inc. October 2009 - May 2013
UBS Financal Services Inc. April 1994 - October 2009
UBS Financial Services Inc. December 1990 - April 1994
PaineWebber August 1980 - December 1990
Education
Missouri State University 1975 — 1979
BFA, Theater
Ladue High School 1972 — 1975
High school
Tommy Besselman's PaineWebber Experience January 1997 - March 2002
Job Financial Advisor at Centura Advisors
Industry Financial Services
Experience
Centura Advisors April 2002 - Present
PaineWebber January 1997 - March 2002
Skills
Investments, Strategic Planning, Financial Analysis, Customer Service, Employee Benefits, Public Speaking, Sales Management, New Business Development, Marketing Strategy, Negotiation, Business Strategy, Contract Negotiation
Education
Louisiana State University 1992 — 1996
Finance, General
Centura Advisors April 2002 - Present
PaineWebber January 1997 - March 2002
Skills
Investments, Strategic Planning, Financial Analysis, Customer Service, Employee Benefits, Public Speaking, Sales Management, New Business Development, Marketing Strategy, Negotiation, Business Strategy, Contract Negotiation
Education
Louisiana State University 1992 — 1996
Finance, General
Natalia Castro-Escobar, CMP's PaineWebber Experience 1997 - 2000
Job Senior Meeting Planner at Braeburn Pharmaceuticals
Industry Pharmaceuticals
Experience
Braeburn Pharmaceuticals April 2015 - Present
Ashfield Meetings & Events November 2014 - April 2015
Ashfield Meetings & Events September 2010 - November 2014
Phoenix Marketing Solutions October 2006 - September 2010
American Re February 2006 - August 2006
Otsuka October 2002 - February 2006
PaineWebber 1997 - 2000
Skills
Meeting Planning, Event Planning, Event Management, Hotels, Negotiation, AV, Hospitality, Account Management, Project Management, Food & Beverage, Program Management, Hospitality Management, Sponsorship, Logistics, Public Relations, Health Program Planning, Customer Service, Management
Education
New York University 2004 — 2006
Certificate in Meetings & Event Management, Meetings & Event Management
Saint Peter's University 1993 — 1997
BS, Biology Major, Economics Minor
Braeburn Pharmaceuticals April 2015 - Present
Ashfield Meetings & Events November 2014 - April 2015
Ashfield Meetings & Events September 2010 - November 2014
Phoenix Marketing Solutions October 2006 - September 2010
American Re February 2006 - August 2006
Otsuka October 2002 - February 2006
PaineWebber 1997 - 2000
Skills
Meeting Planning, Event Planning, Event Management, Hotels, Negotiation, AV, Hospitality, Account Management, Project Management, Food & Beverage, Program Management, Hospitality Management, Sponsorship, Logistics, Public Relations, Health Program Planning, Customer Service, Management
Education
New York University 2004 — 2006
Certificate in Meetings & Event Management, Meetings & Event Management
Saint Peter's University 1993 — 1997
BS, Biology Major, Economics Minor
Jason Hung's PaineWebber Experience June 2001 - August 2001
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Tower Research Capital August 2011 - Present
Barclays Capital October 2008 - August 2011
Lehman Brothers July 2004 - October 2008
Citadel Investment Group June 2003 - August 2003
PaineWebber June 2001 - August 2001
Education
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Tower Research Capital August 2011 - Present
Barclays Capital October 2008 - August 2011
Lehman Brothers July 2004 - October 2008
Citadel Investment Group June 2003 - August 2003
PaineWebber June 2001 - August 2001
Education
Massachusetts Institute of Technology 2000 — 2004
BS, Computer Science
Martin Swanson's PaineWebber Experience 1989 - May 1998
Job EVP, Chief Marketing Office, Hartford Funds
Industry Financial Services
Experience
Hartford Funds May 1998 - Present
PaineWebber 1989 - May 1998
Education
Lafayette College 1981 — 1985
B.A., Economics
Hartford Funds May 1998 - Present
PaineWebber 1989 - May 1998
Education
Lafayette College 1981 — 1985
B.A., Economics
Barbara Rederscheid's PaineWebber Experience 1983 - 2001
Job finance and accounting executive
Industry Financial Services
Experience
PaineWebber 1983 - 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, Strategic Financial..., Financial Modeling, General Ledger, Auditing, Cash Management, Accounts Receivable, Account Reconciliation, Tax, Accounts Payable, Managerial Finance, Cash Flow, QuickBooks, Forecasting, Sarbanes-Oxley Act, GAAP
Education
Mount Saint Mary's College 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
PaineWebber 1983 - 2001
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Financial Accounting, Strategic Financial..., Financial Modeling, General Ledger, Auditing, Cash Management, Accounts Receivable, Account Reconciliation, Tax, Accounts Payable, Managerial Finance, Cash Flow, QuickBooks, Forecasting, Sarbanes-Oxley Act, GAAP
Education
Mount Saint Mary's College 1978 — 1982
Bachelor of Science (BS), Accounting and Business/Management
Kaysel Adrover's PaineWebber Experience January 1998 - April 2000
Job Technical Architect at Gotham Technology Group
Industry Information Technology and Services
Experience
Gotham Technology Group May 2010 - Present
JetBlue Airways 2009 - 2010
IBM Global Services July 2009 - November 2009
MTM Technologies April 2008 - February 2009
JPMorgan Chase January 2007 - April 2008
JPMorgan Chase January 2003 - January 2007
Verizon April 2000 - January 2003
PaineWebber January 1998 - April 2000
Skills
Disaster Recovery, Integration, Hyper-V, VDI, Citrix, Citrix Metaframe, Xen, Cloud Computing, Troubleshooting, VMware ESX, Storage, Software Documentation, Data Center, Server Architecture, VMware, Active Directory, Virtualization, ITIL, Novell Netware, Enterprise Architecture, SDLC, Virtual Desktop..., Servers, VMware Infrastructure, Vendor Management, Windows Server, IT Strategy, Storage Area Networks, vSphere
Education
Manhattan College 1993 — 1998
BA, Computer Science
Gotham Technology Group May 2010 - Present
JetBlue Airways 2009 - 2010
IBM Global Services July 2009 - November 2009
MTM Technologies April 2008 - February 2009
JPMorgan Chase January 2007 - April 2008
JPMorgan Chase January 2003 - January 2007
Verizon April 2000 - January 2003
PaineWebber January 1998 - April 2000
Skills
Disaster Recovery, Integration, Hyper-V, VDI, Citrix, Citrix Metaframe, Xen, Cloud Computing, Troubleshooting, VMware ESX, Storage, Software Documentation, Data Center, Server Architecture, VMware, Active Directory, Virtualization, ITIL, Novell Netware, Enterprise Architecture, SDLC, Virtual Desktop..., Servers, VMware Infrastructure, Vendor Management, Windows Server, IT Strategy, Storage Area Networks, vSphere
Education
Manhattan College 1993 — 1998
BA, Computer Science
Bruce Fishkin's PaineWebber Experience 1994 - 1998
Job In Transition from IT to Healthcare
Industry Hospital & Health Care
Experience
Various Consulting Engagements September 2011 - December 2013
UBS Wealth Management 2006 - 2011
UBS Wealth Management 2004 - 2006
UBS PaineWebber 1998 - 2004
Springfield First Aid Squad January 1998 - December 2003
PaineWebber 1994 - 1998
J.P. Morgan 1992 - 1994
PaineWebber 1988 - 1992
PaineWebber 1987 - 1988
PaineWebber 1985 - 1987
Skills
MS Project, Visio, SharePoint, Process Improvement, Business Analysis, SDLC, Change Management, Project Planning, Project Governance, Analysis, Software Project..., Requirements Analysis, Project Management, Integration, PMO, Data Warehousing, SQL, Agile Methodologies, Quality Assurance, Financial Services, Access, Information Technology
Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing 2015 — 2015
Diploma, Nursing, Registered Nursing/Registered Nurse
Union County College 2014 — 2014
Associate's degree, Pre-Nursing Studies, 1st Year
New York University - Leonard N. Stern School of Business 1982 — 1985
BS, Finance
The University of Chicago 1975 — 1978
Marlboro High School
Various Consulting Engagements September 2011 - December 2013
UBS Wealth Management 2006 - 2011
UBS Wealth Management 2004 - 2006
UBS PaineWebber 1998 - 2004
Springfield First Aid Squad January 1998 - December 2003
PaineWebber 1994 - 1998
J.P. Morgan 1992 - 1994
PaineWebber 1988 - 1992
PaineWebber 1987 - 1988
PaineWebber 1985 - 1987
Skills
MS Project, Visio, SharePoint, Process Improvement, Business Analysis, SDLC, Change Management, Project Planning, Project Governance, Analysis, Software Project..., Requirements Analysis, Project Management, Integration, PMO, Data Warehousing, SQL, Agile Methodologies, Quality Assurance, Financial Services, Access, Information Technology
Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing 2015 — 2015
Diploma, Nursing, Registered Nursing/Registered Nurse
Union County College 2014 — 2014
Associate's degree, Pre-Nursing Studies, 1st Year
New York University - Leonard N. Stern School of Business 1982 — 1985
BS, Finance
The University of Chicago 1975 — 1978
Marlboro High School
Tina Singh's PaineWebber Experience February 1988 - September 1999
Job CEO at TSC
Industry Financial Services
Experience
TS Capital, LLC June 2009 - Present
Merrill Lynch April 2004 - June 2009
Bank of America Merrill Lynch 2008 - 2009
Investor Network 2000 - 2004
PaineWebber February 1988 - September 1999
PaineWebber (now UBS) 1988 - 1999
Education
New York University
TS Capital, LLC June 2009 - Present
Merrill Lynch April 2004 - June 2009
Bank of America Merrill Lynch 2008 - 2009
Investor Network 2000 - 2004
PaineWebber February 1988 - September 1999
PaineWebber (now UBS) 1988 - 1999
Education
New York University
Diane L. Chappel's PaineWebber Experience February 1999 - March 2000
Job President, DLC Sports, Inc.
Industry Retail
Experience
Accenture March 2015 - Present
Primus Software Corp. April 2012 - March 2015
DLC Sports January 2006 - February 2012
Glyphic Technologies, Inc. January 2011 - March 2011
NextSource, Inc. May 2010 - October 2010
Procurestaff Ltd December 2002 - August 2009
Change Technology Partners, Inc April 2001 - August 2001
The Best Consulting Team October 2000 - March 2001
C2Media.Com March 2000 - October 2000
PaineWebber February 1999 - March 2000
Skills
SDLC, Management, Analysis, Test Planning, User Acceptance Testing, Software Project..., Quality Assurance, Software Documentation, Manual Testing, Business Process, Requirements Analysis, Defect Tracking, Project Planning, Agile Methodologies, Testing, E-commerce, Project Management, Integration, Test Cases, Talent Acquisition, Software Quality..., Cross-functional Team..., Leadership, Business Analysis, Test Strategy, Test Automation, Process Improvement, Technical Recruiting, MS Project, Team Leadership, Vendor Management, Training, Business Requirements, Team Management, Troubleshooting
Education
Sam Consulting Services, Inc 2009 — 2010
QTP, QTP Certification
St. Francis College 1998 — 1999
Bachelor of Science Degree, Business Management, 3.5
Data Tech Institute
Kingsborough Community College
A.A.S, Business Administration, Magna Cum Laude
Microtrek Trade School
Accenture March 2015 - Present
Primus Software Corp. April 2012 - March 2015
DLC Sports January 2006 - February 2012
Glyphic Technologies, Inc. January 2011 - March 2011
NextSource, Inc. May 2010 - October 2010
Procurestaff Ltd December 2002 - August 2009
Change Technology Partners, Inc April 2001 - August 2001
The Best Consulting Team October 2000 - March 2001
C2Media.Com March 2000 - October 2000
PaineWebber February 1999 - March 2000
Skills
SDLC, Management, Analysis, Test Planning, User Acceptance Testing, Software Project..., Quality Assurance, Software Documentation, Manual Testing, Business Process, Requirements Analysis, Defect Tracking, Project Planning, Agile Methodologies, Testing, E-commerce, Project Management, Integration, Test Cases, Talent Acquisition, Software Quality..., Cross-functional Team..., Leadership, Business Analysis, Test Strategy, Test Automation, Process Improvement, Technical Recruiting, MS Project, Team Leadership, Vendor Management, Training, Business Requirements, Team Management, Troubleshooting
Education
Sam Consulting Services, Inc 2009 — 2010
QTP, QTP Certification
St. Francis College 1998 — 1999
Bachelor of Science Degree, Business Management, 3.5
Data Tech Institute
Kingsborough Community College
A.A.S, Business Administration, Magna Cum Laude
Microtrek Trade School
Evelyn Kirnon's PaineWebber Experience 1980 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
CIBC April 1998 - November 2008
PaineWebber 1980 - 1997
Skills
Risk Management, Vendor Management, Business Analysis, PMP, Program Management, SDLC, Disaster Recovery, IT Strategy, Governance, IT Management, PMO, Integration, Process Improvement, Financial Services, Outsourcing
Education
NYU
Business Management
CIBC April 1998 - November 2008
PaineWebber 1980 - 1997
Skills
Risk Management, Vendor Management, Business Analysis, PMP, Program Management, SDLC, Disaster Recovery, IT Strategy, Governance, IT Management, PMO, Integration, Process Improvement, Financial Services, Outsourcing
Education
NYU
Business Management
Vicky Fajardo's PaineWebber Experience May 1999 - May 2000
Job HR Generalist at Allied Building Products
Industry Online Media
Experience
Allied Building Products January 2010 - Present
Muze Inc November 2003 - July 2009
Tranzact, LLC February 2001 - September 2003
T3 Media, Inc May 2000 - January 2001
PaineWebber May 1999 - May 2000
Skills
Employee Relations, Benefits Administration, Human Resources, Recruiting, ADP Payroll, Employee Engagement, Onboarding, Team Building, Talent Acquisition, HRIS, FMLA, Performance Management, Deferred Compensation, Employee Benefits, Labor Relations, Customer Service, Payroll, Building Relationships, Training, Leadership, New Hire Orientations
Education
Montclair State University 1995 — 1999
BA, Psychology
Allied Building Products January 2010 - Present
Muze Inc November 2003 - July 2009
Tranzact, LLC February 2001 - September 2003
T3 Media, Inc May 2000 - January 2001
PaineWebber May 1999 - May 2000
Skills
Employee Relations, Benefits Administration, Human Resources, Recruiting, ADP Payroll, Employee Engagement, Onboarding, Team Building, Talent Acquisition, HRIS, FMLA, Performance Management, Deferred Compensation, Employee Benefits, Labor Relations, Customer Service, Payroll, Building Relationships, Training, Leadership, New Hire Orientations
Education
Montclair State University 1995 — 1999
BA, Psychology
Lance Hallam, CIMA, CAIA's PaineWebber Experience January 1994 - December 2000
Job National Sales Director, Investment & Trust Solutions Distribution at TIAACREF
Industry Investment Management
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF July 2011 - Present
Bank of America January 2001 - Present
TIAA-CREF April 2009 - July 2011
Bank of America Alternative Investments 2005 - April 2009
PaineWebber January 1994 - December 2000
Skills
Asset Managment, Asset Management, Alternative Investments, Business Development, Financial Advisory, Investments, Wealth Management, Private Equity
Education
Muhlenberg College 1988 — 1992
BS, Business Finance
TIAA-CREF July 2011 - Present
TIAA-CREF July 2011 - Present
Bank of America January 2001 - Present
TIAA-CREF April 2009 - July 2011
Bank of America Alternative Investments 2005 - April 2009
PaineWebber January 1994 - December 2000
Skills
Asset Managment, Asset Management, Alternative Investments, Business Development, Financial Advisory, Investments, Wealth Management, Private Equity
Education
Muhlenberg College 1988 — 1992
BS, Business Finance
Tim Horrigan's PaineWebber Experience 1994 - 1996
Job Principal at Fulcrum Capital
Industry Financial Services
Experience
Fulcrum Capital 2007 - Present
APS Financial 1996 - 2007
PaineWebber 1994 - 1996
NASA Ames Research Center 1990 - 1992
General Dynamics 1988 - 1990
Skills
Alternative Investments, Asset Management, Financial Modeling, Investments, Private Equity, Financial Analysis, Equities, Trading, Bloomberg, Capital Markets, Valuation, High Yield, Investment Banking, Portfolio Management, Corporate Development, Hedge Funds, Strategic Partnerships, Special Situations
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (M.B.A.)
Michigan Technological University 1984 — 1988
Engineer's Degree, BSME
Fulcrum Capital 2007 - Present
APS Financial 1996 - 2007
PaineWebber 1994 - 1996
NASA Ames Research Center 1990 - 1992
General Dynamics 1988 - 1990
Skills
Alternative Investments, Asset Management, Financial Modeling, Investments, Private Equity, Financial Analysis, Equities, Trading, Bloomberg, Capital Markets, Valuation, High Yield, Investment Banking, Portfolio Management, Corporate Development, Hedge Funds, Strategic Partnerships, Special Situations
Education
The University of Texas at Austin 1992 — 1994
Master of Business Administration (M.B.A.)
Michigan Technological University 1984 — 1988
Engineer's Degree, BSME
Frank Pluchino's PaineWebber Experience January 1989 - January 1995
Job Head of Compliance at UBS O'Connor LLC
Industry Financial Services
Experience
SEC Investment Company Act of 1940 Registered Funds December 2004 - Present
UBS O'Connor LLC & UBS Alternative & Quantitative LLC November 2012 - Present
UBS Alternative & Quantitative Investments and UBS O'Connor October 2010 - Present
UBS Financial Services Inc. of Puerto Rico January 2006 - June 2010
UBS Financial Services Inc July 2004 - October 2006
LibertyView Capital Management June 1998 - December 2002
PRIVATE CLIENT GROUP January 1996 - January 1998
LEGAL DIVISION January 1995 - January 1996
PaineWebber January 1989 - January 1995
PaineWebber January 1988 - January 1989
Skills
Compliance, SEC reporting, Investment Banking, SEC Filings, SEC filings, Securities, Series 7, Internal Controls, Fixed Income, Mutual Funds, Hedge Funds
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Pace University 1977 — 1987
B.B.A, Marketing
SEC Investment Company Act of 1940 Registered Funds December 2004 - Present
UBS O'Connor LLC & UBS Alternative & Quantitative LLC November 2012 - Present
UBS Alternative & Quantitative Investments and UBS O'Connor October 2010 - Present
UBS Financial Services Inc. of Puerto Rico January 2006 - June 2010
UBS Financial Services Inc July 2004 - October 2006
LibertyView Capital Management June 1998 - December 2002
PRIVATE CLIENT GROUP January 1996 - January 1998
LEGAL DIVISION January 1995 - January 1996
PaineWebber January 1989 - January 1995
PaineWebber January 1988 - January 1989
Skills
Compliance, SEC reporting, Investment Banking, SEC Filings, SEC filings, Securities, Series 7, Internal Controls, Fixed Income, Mutual Funds, Hedge Funds
Education
Pace University - Lubin School of Business 1983 — 1987
MBA, Finance
Pace University 1977 — 1987
B.B.A, Marketing
Chris Andersen's PaineWebber Experience 1990 - 1995
Job G.C. Andersen Partners
Industry Investment Banking
Experience
GC Andersen Partners LLC Lead DirectorTerex1995 - Present
PaineWebber 1990 - 1995
Drexel Burnham Lambert 1975 - 1990
Dominick & Dominick LLC 1970 - 1975
Prescott Ball & Turben 1965 - 1970
Education
Northwestern University - Kellogg School of Management
MBA
University of Colorado Boulder
BS
GC Andersen Partners LLC Lead DirectorTerex1995 - Present
PaineWebber 1990 - 1995
Drexel Burnham Lambert 1975 - 1990
Dominick & Dominick LLC 1970 - 1975
Prescott Ball & Turben 1965 - 1970
Education
Northwestern University - Kellogg School of Management
MBA
University of Colorado Boulder
BS
Frank Marsicano's PaineWebber Experience 1988 - 1990
Job Real Estate Insight and Market Intelligence
Industry Real Estate
Experience
Keller Williams Real Estate New York August 2011 - Present
Catapult Fitness 2002 - 2011
Credit Suisse 1990 - 1991
PaineWebber 1988 - 1990
Oppenheimer & Co. 1984 - 1988
Education
Oklahoma State University 1979 — 1983
BS, Journalism
Keller Williams Real Estate New York August 2011 - Present
Catapult Fitness 2002 - 2011
Credit Suisse 1990 - 1991
PaineWebber 1988 - 1990
Oppenheimer & Co. 1984 - 1988
Education
Oklahoma State University 1979 — 1983
BS, Journalism
Stuart Meher's PaineWebber Experience May 1990 - April 1995
Job Executive Director at Rabobank
Industry Financial Services
Experience
Rabobank June 2010 - Present
HSBC Securities (USA) Inc. April 2006 - August 2009
Banc of America Securities June 1999 - November 2005
BNP Paribas April 1995 - April 1999
PaineWebber May 1990 - April 1995
Drexel Burnham Lambert May 1981 - February 1990
Skills
Risk Management, Management, Financial Services, Capital Markets, Training, Banking, Financial Risk, Equities, Quality Assurance, Leadership, Securities, AML, Investments, Series 7, Investment Banking, Alternative Investments, Fixed Income, Financial Markets, Trading, Policy, Derivatives, Financial Analysis, Corporate Finance, Finance, Wealth Management
Education
Montclair State University 1973 — 1977
BA, Communication Sciences and Disorders
Rabobank June 2010 - Present
HSBC Securities (USA) Inc. April 2006 - August 2009
Banc of America Securities June 1999 - November 2005
BNP Paribas April 1995 - April 1999
PaineWebber May 1990 - April 1995
Drexel Burnham Lambert May 1981 - February 1990
Skills
Risk Management, Management, Financial Services, Capital Markets, Training, Banking, Financial Risk, Equities, Quality Assurance, Leadership, Securities, AML, Investments, Series 7, Investment Banking, Alternative Investments, Fixed Income, Financial Markets, Trading, Policy, Derivatives, Financial Analysis, Corporate Finance, Finance, Wealth Management
Education
Montclair State University 1973 — 1977
BA, Communication Sciences and Disorders
Craig Pesce, CFP®'s PaineWebber Experience January 1998 - March 2001
Job Director of Marshall & Sterling Wealth Advisors
Industry Financial Services
Experience
Marshall & Sterling February 2013 - Present
Wilmington Trust- Wealth Advisory Divsion of M&T Bank January 2011 - February 2013
M&T Bank January 2010 - December 2011
M&T Bank March 2001 - February 2010
PaineWebber January 1998 - March 2001
UBS Wealth Management 1999 - 2001
Skills
Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, Asset Allocation, Series 24, Series 65, Series 7, Series 63, Certified Financial..., Portfolio Management, Financial Advisory, Life Insurance, Financial Services, Finance
Education
The American College 2007 — 2011
Certified Financial Planner, Financial Planning and Services
Marist College 1994 — 1997
Bachelor's of Science, Finance, Business Administration
Roger Williams University 1992 — 1994
Architecture
Marshall & Sterling February 2013 - Present
Wilmington Trust- Wealth Advisory Divsion of M&T Bank January 2011 - February 2013
M&T Bank January 2010 - December 2011
M&T Bank March 2001 - February 2010
PaineWebber January 1998 - March 2001
UBS Wealth Management 1999 - 2001
Skills
Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, Asset Allocation, Series 24, Series 65, Series 7, Series 63, Certified Financial..., Portfolio Management, Financial Advisory, Life Insurance, Financial Services, Finance
Education
The American College 2007 — 2011
Certified Financial Planner, Financial Planning and Services
Marist College 1994 — 1997
Bachelor's of Science, Finance, Business Administration
Roger Williams University 1992 — 1994
Architecture
Susan Ashkenas's PaineWebber Experience 1990 - 1995
Job Manager, Operations & Executive Communications at HP
Industry Computer Hardware
Experience
HP 2004 - Present
HP 2002 - 2004
HP 2001 - 2002
Compaq Computer Corporation 1999 - 2001
Compaq Computer Corporation 1998 - 1999
Tandem Computers Inc 1997 - 1998
Tandem Computers Inc 1996 - 1996
PaineWebber 1990 - 1995
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Northwestern University 1986 — 1990
BA, Economics
HP 2004 - Present
HP 2002 - 2004
HP 2001 - 2002
Compaq Computer Corporation 1999 - 2001
Compaq Computer Corporation 1998 - 1999
Tandem Computers Inc 1997 - 1998
Tandem Computers Inc 1996 - 1996
PaineWebber 1990 - 1995
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Northwestern University 1986 — 1990
BA, Economics
Patrick Howley's PaineWebber Experience 1988 - 1992
Job Senior Associate Counsel at RBC Royal Bank
Industry Investment Management
Experience
RBC Royal Bank September 2001 - Present
tucker anthony inc October 1992 - September 2001
PaineWebber 1988 - 1992
EF Hutton September 1983 - January 1988
new york county district attorney's office January 1982 - August 1983
Skills
Corporate Law, Mutual Funds, Due Diligence, Privacy Law, Securities Regulation, Employment Law, Legal Advice, Trusts, Litigation, Securities, Commercial Litigation, AML, FINRA, Mediation, Class Actions, Licensing, Investment Management, Civil Litigation, Financial Regulation, Alternative Investments, Dispute Resolution, Legal Writing, Hedge Funds, Joint Ventures, Legal Research, Private Equity, Arbitration, Broker-Dealer, OFAC, Prime Brokerage, Intellectual Property, Mergers & Acquisitions, Fraud, Estate Planning
Education
New York Law School 1981 — 1985
jd
RBC Royal Bank September 2001 - Present
tucker anthony inc October 1992 - September 2001
PaineWebber 1988 - 1992
EF Hutton September 1983 - January 1988
new york county district attorney's office January 1982 - August 1983
Skills
Corporate Law, Mutual Funds, Due Diligence, Privacy Law, Securities Regulation, Employment Law, Legal Advice, Trusts, Litigation, Securities, Commercial Litigation, AML, FINRA, Mediation, Class Actions, Licensing, Investment Management, Civil Litigation, Financial Regulation, Alternative Investments, Dispute Resolution, Legal Writing, Hedge Funds, Joint Ventures, Legal Research, Private Equity, Arbitration, Broker-Dealer, OFAC, Prime Brokerage, Intellectual Property, Mergers & Acquisitions, Fraud, Estate Planning
Education
New York Law School 1981 — 1985
jd
Cielo Cerezo's PaineWebber Experience May 1993 - December 1995
Job Senior Financial Analyst at PS Business Parks, Inc.
Industry Financial Services
Experience
PS Business Parks, Inc. January 2012 - Present
Thomson Reuters October 2007 - January 2012
MPG January 2007 - September 2007
Macerich May 2005 - January 2007
Good Machine July 1997 - November 2000
Fine Line Features January 1996 - January 1997
PaineWebber May 1993 - December 1995
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Forecasting, Financial Reporting, Finance, Analysis, Financial Statements
Education
UCLA Anderson School of Management 2015 — 2015
Certificate Program, Leadership and general management
New York University
Bachelor’s Degree, English Literature and Political Science
UCLA Extension
Principles of Accounting I and II
PS Business Parks, Inc. January 2012 - Present
Thomson Reuters October 2007 - January 2012
MPG January 2007 - September 2007
Macerich May 2005 - January 2007
Good Machine July 1997 - November 2000
Fine Line Features January 1996 - January 1997
PaineWebber May 1993 - December 1995
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Forecasting, Financial Reporting, Finance, Analysis, Financial Statements
Education
UCLA Anderson School of Management 2015 — 2015
Certificate Program, Leadership and general management
New York University
Bachelor’s Degree, English Literature and Political Science
UCLA Extension
Principles of Accounting I and II
Ohm N. Prasad's PaineWebber Experience August 1995 - July 1997
Job Owner, Long Ridge Asset Management, LLC
Industry Investment Management
Experience
Long Ridge Asset Management, LLC July 2003 - Present
Lehman Brothers May 1997 - March 2001
PaineWebber August 1995 - July 1997
The Conference Board July 1994 - July 1995
Skills
Equities, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Financial Markets, Trading Systems, Options, Equity Research, Securities
Education
New York University 1998 — 2001
Master of Science, Mathematics
Rutgers University, Rutgers College 1990 — 1994
Bachelor of Arts, Economics
Long Ridge Asset Management, LLC July 2003 - Present
Lehman Brothers May 1997 - March 2001
PaineWebber August 1995 - July 1997
The Conference Board July 1994 - July 1995
Skills
Equities, Hedge Funds, Asset Management, Alternative Investments, Trading, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Financial Markets, Trading Systems, Options, Equity Research, Securities
Education
New York University 1998 — 2001
Master of Science, Mathematics
Rutgers University, Rutgers College 1990 — 1994
Bachelor of Arts, Economics
Brian Lane's PaineWebber Experience January 1998 - September 1999
Job Product Manager, Liquidity Products at CodeStreet
Industry Financial Services
Experience
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
Ira Messer's PaineWebber Experience 1989 - 1996
Job Consultant at Somerset Group of New Jersey
Industry Telecommunications
Experience
Somerset Group of New Jersey May 2010 - Present
Verizon Wireless June 2004 - February 2010
JPMorgan Chase 1998 - 2003
PaineWebber 1989 - 1996
AT*T 1983 - 1989
Education
new brunswick 1967 — 1973
Northeastern University 1967 — 1971
B.A., Biology
New Brunswick High School 1964 — 1967
Somerset Group of New Jersey May 2010 - Present
Verizon Wireless June 2004 - February 2010
JPMorgan Chase 1998 - 2003
PaineWebber 1989 - 1996
AT*T 1983 - 1989
Education
new brunswick 1967 — 1973
Northeastern University 1967 — 1971
B.A., Biology
New Brunswick High School 1964 — 1967
Keighley Cotonio's PaineWebber Experience September 1998 - August 2000
Job Media Marketing Representative at Spectrum Reach
Industry Marketing and Advertising
Experience
Spectrum Reach (formally Charter Media) March 2015 - Present
Charter Media April 2012 - February 2015
Charter Communications August 2011 - March 2012
NCC Media November 2005 - August 2011
Marketing Endeavors August 2002 - April 2004
Morgan Stanley Dean Witter August 2000 - July 2002
PaineWebber September 1998 - August 2000
Skills
Excel, PowerPoint, Microsoft Office, Budgets, Outside Sales, Cold Calling, Sales, Marketing, Market Research, Marketing Strategy, Salesforce.com, Customer Service, Advertising, Account Management, Media Buying, Media Planning, Lead Generation, Social Media Marketing, Advertising Sales, Management
Education
University of Mississippi - School of Business Administration 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Le Cordon Bleu College of Culinary Arts-Atlanta 2004 — 2005
Bachelor of Arts, Culinary Arts
University of New Orleans 1996 — 1996
International Marketing, International Business Management, A
Spectrum Reach (formally Charter Media) March 2015 - Present
Charter Media April 2012 - February 2015
Charter Communications August 2011 - March 2012
NCC Media November 2005 - August 2011
Marketing Endeavors August 2002 - April 2004
Morgan Stanley Dean Witter August 2000 - July 2002
PaineWebber September 1998 - August 2000
Skills
Excel, PowerPoint, Microsoft Office, Budgets, Outside Sales, Cold Calling, Sales, Marketing, Market Research, Marketing Strategy, Salesforce.com, Customer Service, Advertising, Account Management, Media Buying, Media Planning, Lead Generation, Social Media Marketing, Advertising Sales, Management
Education
University of Mississippi - School of Business Administration 1993 — 1998
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Le Cordon Bleu College of Culinary Arts-Atlanta 2004 — 2005
Bachelor of Arts, Culinary Arts
University of New Orleans 1996 — 1996
International Marketing, International Business Management, A
Arlette Spang's PaineWebber Experience 1996 - 2000
Job Substitute Teacher at Lowell Public Schools
Industry Financial Services
Experience
Lowell Public Schools January 2013 - Present
UBS December 2008 - May 2009
Wachovia, A Wells Fargo Company May 2008 - December 2008
TIAA-CREF July 2006 - October 2007
Fred Alger Management 2000 - 2006
Valenzuela Capital Partners, LLC February 2000 - October 2000
PaineWebber 1996 - 2000
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Securities, Bloomberg, Portfolio Management, Asset Managment, Trading, Trading Systems
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Education (M.Ed.), Elementary Education and Teaching
New Jersey City University 2004 — 2006
BS, Finance
Lowell Public Schools January 2013 - Present
UBS December 2008 - May 2009
Wachovia, A Wells Fargo Company May 2008 - December 2008
TIAA-CREF July 2006 - October 2007
Fred Alger Management 2000 - 2006
Valenzuela Capital Partners, LLC February 2000 - October 2000
PaineWebber 1996 - 2000
Skills
Mutual Funds, Fixed Income, Equities, Investments, Asset Allocation, Securities, Bloomberg, Portfolio Management, Asset Managment, Trading, Trading Systems
Education
University of Massachusetts at Lowell 2011 — 2013
Master of Education (M.Ed.), Elementary Education and Teaching
New Jersey City University 2004 — 2006
BS, Finance
David Ranson's PaineWebber Experience June 1999 - November 2000
Job Epic Application Coordinator (Radiant) at NYU Langone Medical Center
Industry Information Technology and Services
Experience
NYU Langone Medical Center March 2013 - Present
Eye Factory Media September 2010 - December 2013
NYU Langone Medical Center July 2012 - March 2013
Debevoise & Plimpton October 2003 - September 2010
PaineWebber June 1999 - November 2000
The Drama League July 1996 - May 1997
Lynchburg Fine Arts Center October 1992 - June 1995
Liberty University October 1989 - September 1992
Skills
Training, Photoshop, Dreamweaver, WordPress, Theatre, Nonprofits, Website Development, Web Design, Website Development..., Technology Software, Web Content Management, Computer Hardware, Non-profits, Healthcare Information..., EHR, Project Management, EMR
Education
Liberty University 1986 — 1990
Bachelor of Science (B.S.), Communications, Magna Cum Laude
NYU Langone Medical Center March 2013 - Present
Eye Factory Media September 2010 - December 2013
NYU Langone Medical Center July 2012 - March 2013
Debevoise & Plimpton October 2003 - September 2010
PaineWebber June 1999 - November 2000
The Drama League July 1996 - May 1997
Lynchburg Fine Arts Center October 1992 - June 1995
Liberty University October 1989 - September 1992
Skills
Training, Photoshop, Dreamweaver, WordPress, Theatre, Nonprofits, Website Development, Web Design, Website Development..., Technology Software, Web Content Management, Computer Hardware, Non-profits, Healthcare Information..., EHR, Project Management, EMR
Education
Liberty University 1986 — 1990
Bachelor of Science (B.S.), Communications, Magna Cum Laude
Joseph Christman's PaineWebber Experience September 1998 - September 2003
Job Director Marketing
Industry Marketing and Advertising
Experience
Ignite Inc Powered by Stream Energy September 2013 - Present
UBS September 2003 - August 2010
PaineWebber September 1998 - September 2003
Skills
Vendor Management, Consumer Marketing, Project Management, SQL, Business Analysis, Microsoft Office, Java, Management, Microsoft SQL Server, Customer Service, Program Management, HTML, Requirements Analysis, Change Management, Software Development, Team Leadership, Strategic Planning, Process Improvement, ITIL, Windows
Education
Chubb Institute 1997 — 1998
Computer Science, Mainframe Technology, Graduated with Honors - 1998
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History, Political Science
Ignite Inc Powered by Stream Energy September 2013 - Present
UBS September 2003 - August 2010
PaineWebber September 1998 - September 2003
Skills
Vendor Management, Consumer Marketing, Project Management, SQL, Business Analysis, Microsoft Office, Java, Management, Microsoft SQL Server, Customer Service, Program Management, HTML, Requirements Analysis, Change Management, Software Development, Team Leadership, Strategic Planning, Process Improvement, ITIL, Windows
Education
Chubb Institute 1997 — 1998
Computer Science, Mainframe Technology, Graduated with Honors - 1998
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History, Political Science
Glenn Kolster's PaineWebber Experience June 1996 - November 2000
Job Loan Officer at Jersey Mortgage Company
Industry Financial Services
Experience
Real Estate Mortgage Network, Inc September 2012 - January 2014
Millenium Home Mortgage October 2008 - July 2010
Allied Home Mortgage August 2005 - October 2008
Greenwich Home Mortgage/First Horizon Home Loans May 2002 - August 2005
Robert Half International June 2001 - January 2002
PaineWebber June 1996 - November 2000
Chase Manhattan Bank June 1993 - June 1996
Skills
New Home Purchase, Home Refinance, Residential Mortgages, Refinance, Purchase Money, Credit Analysis, Mortgage Lending, Mortgage Banking, VA loans, FHA financing, USDA Rural Housing, Reverse Mortgages, FHA, Residential Homes, USDA
Education
Mount Saint Mary's College 1990 — 1993
BS, Business/Finance
Chatham High School
Real Estate Mortgage Network, Inc September 2012 - January 2014
Millenium Home Mortgage October 2008 - July 2010
Allied Home Mortgage August 2005 - October 2008
Greenwich Home Mortgage/First Horizon Home Loans May 2002 - August 2005
Robert Half International June 2001 - January 2002
PaineWebber June 1996 - November 2000
Chase Manhattan Bank June 1993 - June 1996
Skills
New Home Purchase, Home Refinance, Residential Mortgages, Refinance, Purchase Money, Credit Analysis, Mortgage Lending, Mortgage Banking, VA loans, FHA financing, USDA Rural Housing, Reverse Mortgages, FHA, Residential Homes, USDA
Education
Mount Saint Mary's College 1990 — 1993
BS, Business/Finance
Chatham High School
Patricia Buglino's PaineWebber Experience 1993 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
PaineWebber 1993 - 2000
Education
Monmouth University
B.S., Economics
PaineWebber 1993 - 2000
Education
Monmouth University
B.S., Economics
roland st paul's PaineWebber Experience October 1965 - October 1990
Job consultant
Industry Financial Services
Experience
self employed October 2005 - Present
PaineWebber October 1965 - October 1990
Education
Morgan State University
self employed October 2005 - Present
PaineWebber October 1965 - October 1990
Education
Morgan State University
Robert Schlemmer's PaineWebber Experience 1995 - 2000
Job Sr Vice President, at Verdeam LLC
Industry Financial Services
Experience
Verdeam LLC January 2014 - Present
Incapital March 2013 - October 2013
RJS Holdings 2009 - 2012
UBS Wealth Management 2000 - 2009
PaineWebber 1995 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Insurance, Series 7, Strategic Planning
Education
Miami University
Bachelor's degree, Finance
Verdeam LLC January 2014 - Present
Incapital March 2013 - October 2013
RJS Holdings 2009 - 2012
UBS Wealth Management 2000 - 2009
PaineWebber 1995 - 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Equities, Insurance, Series 7, Strategic Planning
Education
Miami University
Bachelor's degree, Finance
Michelle DeHart's PaineWebber Experience June 2000 - September 2001
Job Financial Management Consultant
Industry Management Consulting
Experience
Management Consultants January 2015 - Present
Vendor Resource Management August 2010 - December 2014
Saxon Mortgage January 2009 - August 2010
EMC/JP Morgan Chase January 2008 - January 2009
Countrywide/Bank of America October 2001 - January 2008
PaineWebber June 2000 - September 2001
Skills
Real Estate, Contract Negotiation, REO, Investment Properties, Negotiation, Foreclosures, Mortgage Banking, Asset Management, Operations Management, FHA, Investors
Education
MTI College 1995 — 1998
Bachelor's Degree, Business Administration and Management, General, 4.0 GPA
Management Consultants January 2015 - Present
Vendor Resource Management August 2010 - December 2014
Saxon Mortgage January 2009 - August 2010
EMC/JP Morgan Chase January 2008 - January 2009
Countrywide/Bank of America October 2001 - January 2008
PaineWebber June 2000 - September 2001
Skills
Real Estate, Contract Negotiation, REO, Investment Properties, Negotiation, Foreclosures, Mortgage Banking, Asset Management, Operations Management, FHA, Investors
Education
MTI College 1995 — 1998
Bachelor's Degree, Business Administration and Management, General, 4.0 GPA
Dawn Lezon's PaineWebber Experience June 1992 - June 1998
Job VP Treasurer at The Investment Fund for Foundations
Industry Investment Management
Experience
The Investment Fund for Foundations July 2006 - Present
Crane, Tonelli, Rosenberg LLP July 1998 - July 2007
PaineWebber June 1992 - June 1998
KPMG US August 1987 - June 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and International Business
Muhlenberg College 1983 — 1987
Bachelor's Degree, Accounting and Information Systems
The Investment Fund for Foundations July 2006 - Present
Crane, Tonelli, Rosenberg LLP July 1998 - July 2007
PaineWebber June 1992 - June 1998
KPMG US August 1987 - June 1992
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance and International Business
Muhlenberg College 1983 — 1987
Bachelor's Degree, Accounting and Information Systems
Keith Ramsden's PaineWebber Experience 1994 - 2000
Job Chief Investment Officer at Main Street Renewal
Industry Real Estate
Experience
Main street renewal May 2012 - Present
Five Mile Capital June 2008 - May 2012
Painewebber 1994 - 2000
Kidder Peabody 1990 - 1993
Deloitte 1985 - 1989
Skills
Equities, Alternative Investments, Single Family Residences
Education
University of Pittsburgh 1981 — 1982
MBA, Finance, General
Miami University 1977 — 1981
Bachelor of Science (BS), Accounting
Main street renewal May 2012 - Present
Five Mile Capital June 2008 - May 2012
Painewebber 1994 - 2000
Kidder Peabody 1990 - 1993
Deloitte 1985 - 1989
Skills
Equities, Alternative Investments, Single Family Residences
Education
University of Pittsburgh 1981 — 1982
MBA, Finance, General
Miami University 1977 — 1981
Bachelor of Science (BS), Accounting
Salomon Brothers
Salomon Smith Barney
Paine Webber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers