Experience
Missouri Society of Professional Engineers   January 2012 - Present
Philantropist   October 2009 - Present
RBC Wealth Management  April 2009 - Present
PaineWebber/UBS   March 1999 - April 2009

Education
Michigan State University Estate and Wealth Strategies Institute
Accredited Wealth Manager, Investments, Tax saving strategies, and Estate Planning

Missouri State University

Experience
car consulting Inc   June 2008 - Present
Merrill Lynch  November 2005 - June 2008
Painewebber/ubs   1995 - 2002
Paine Webber  1995 - 2002

Skills
Recruiting, Wealth Management, Series 7, Series 63, Coaching, Public Speaking, Business Planning

Education
American University

Experience
WomenTeachingWomen   2008 - Present
BizBuilding, Inc   January 2001 - Present
BizConnect /Networking Community   January 2000 - Present
Guilford Securities   January 1999 - January 2001
PaineWebber/UBS   November 1997 - January 2000
Jewish Board   January 1986 - December 1997

Skills
Leadership and..., Six Sigma, Certified Negotiations..., Management Consulting, Strategic Planning, Start-ups, Business Strategy, Negotiation, Small Business, Mergers, Organizational..., Strategy Development, Executive Coaching, Due Diligence, Organizational..., Organizational Change, Leadership Development, Entrepreneurship, Entrepreneur, Business Planning, International Business, Investments, Team Building, New Business Development, Business Management, Change Management, Mentoring, Cross-functional Team..., Executive Management, Coaching, Marketing Strategy, Portfolio Management, Market Research, Financial Management, Compliance, Team Leadership, Operations Management, Market Analysis, Staff Development, Talent Management, Team Management, Lead Generation, Digital Media, Strategy, Management, Business Development, Program Management, Leadership, Strategic Partnerships, Public Speaking

Education
Harvard Law School   2008 — 2008
Certificate, Negotiations

New York University - Leonard N. Stern School of Business   2005 — 2008
MBA, Concentration in Finance and Corporate Governance

New York University   1974 — 1980
PhD, Clinical Psychology

New York University   1970 — 1974
BA, English and Psychology

School of Arts and Sciences/University
Bachelor of Science, Psychology and English

NEW YORK UNIVERSITY New

NEW YORK UNIVERSITY New

NEW YORK UNIVERSITY New

Experience
Senior Consultant  May 2014 - Present
Zucker, Goldberg & Ackerman, LLC   August 2011 - April 2014
Zucker, Goldberg & Ackerman, LLC   May 2010 - July 2011
Resources Global Professionals  2004 - 2010
Sel-Leb Marketing, Inc   2000 - 2003
Sel-Leb Marketing, Inc   1997 - 2000
PaineWebber/UBS   1992 - 1996
Gund, Inc  1983 - 1992
Amtoy, Inc (div of American Greetings)   1979 - 1983
Revlon  1973 - 1977

Skills
Sarbanes-Oxley, Business Process..., SAP, Internal Controls, Auditing, Internal Audit, Financial Analysis, Accounting, Finance, Accounts Receivable, Analysis, Process Improvement, Sarbanes-Oxley Act, GAAP, Management, Financial Reporting, Accounts Payable, SEC filings, Managerial Finance, Cash Management, CPA, Banking, Due Diligence, Start-ups, Variance Analysis, Leadership, SEC Filings

Education
Queens College   1961 — 1966
BA, Accounting, Finance

City University of New York - Queens College
BA - Accounting, Accounting/Economics

Experience
VIP Senior Healthcare   January 2013 - Present
Verus Insurance Partners, LLC   August 2010 - Present
Verus Wealth Management, LLC   July 2010 - Present
Ameriprise Financial Services, Inc.   July 2009 - October 2010
PaineWebber/UBS   March 1999 - July 2009
Sanofi-Aventis  2002 - 2007
Stadium Pizza   June 1992 - March 1999

Skills
Insurance, Negotiation, Strategic Planning, Budgeting, Investments, Financial Analysis, Risk Management, Public Speaking, Retirement Planning, Portfolio Management, Asset Management, Retirement, Long Term Care, Wealth Management, Fixed Income, Business Planning, Estate Planning, Series 7, Series 24, Series 3, Series 63, Series 65, Series 66, Series 9, Series 10, Health Insurance, Uniform Combined State..., Asset Managment, Long-term Care, Budgets, Term Life Insurance, Life Insurance, Selling, Small Business, Employee Benefits, 401k, FINRA, Fixed Annuities, Financial Advisory, Securities, Investment Strategies, Disability Insurance, Strategic Financial..., Finance, Wealth, IRAs, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services

Education
Concordia   1998 — 2000
B.A., Business Administration

University of Central Florida   1987 — 1988

Courtland HS   1982 — 1986

Experience
Financial Dynamics Group LLC   May 2013 - Present
GuardTrax LLC   November 2007 - April 2013
Talk America Inc.  December 2001 - December 2006
PaineWebber/UBS   September 1985 - March 2001

Skills
Mergers & Acquisitions, Forecasting, Financial Reporting, Private Equity, SEC filings, Management, Analysis, Accounting, Process Improvement, Start-ups, Strategic Planning, Sarbanes-Oxley Act, Variance Analysis, Consolidation, Valuation, Business Development, Mergers, Project Planning, Budgets, Executive Management, Corporate Finance, Financial Analysis, General Ledger, Cross-functional Team..., Financial Modeling, Risk Management, Business Analysis, Cost Accounting, Finance, Financial Accounting, Due Diligence, Investments, Investor Relations, Managerial Finance

Education
University of Virginia Darden School of Business   1983 — 1985
MBA, Finance

Colgate University   1977 — 1981
BA, Economics

Experience
McKinley Consulting  June 1983 - Present
UBS  January 1998 - July 2009
UBS  May 2006 - April 2007
PaineWebber/UBS   February 2000 - August 2002
PaineWebber  February 1999 - February 2000
PaineWebber Financial Services   January 1998 - February 1999
Morgan Keegan and Company, Inc.   November 1989 - January 1998
Shearon Lehman Hutton   1985 - 1989
Smith Barney  1985 - 1989
Memphis State University  August 1977 - July 1985

Education
University of Mississippi   1977 — 1984
Ed. D., Physical Education

The University of Southern Mississippi   1976 — 1977
MS, Physical Education

The University of Southern Mississippi   1972 — 1976
BS, Athletic Administration & Coaching

John F. Kennedy High School   1969 — 1972
High School, College Prep

Experience
Miami Atlantic LLC   November 2011 - Present
Incapital, LLC  July 2010 - September 2012
Arbor Research & Trading   October 2009 - June 2010
Integra FX  May 2009 - October 2009
Countrywide Capital Markets  December 2000 - August 2008
Countrywide Securities Corporation  2000 - 2008
Paine Webber Inc.  March 1990 - December 2000
PaineWebber/UBS   1990 - 2000

Skills
Team Leadership, Training & Development, Achieving Targets, Client Development, Corporate Branding, Product Marketing, Collaboration, Loans, Structured Products, Foreign Exchange, Asset Allocation, Derivatives, Capital Markets, Fixed Income, Mortgage Lending, Structured Finance, ABS, Trading, Commodity, Valuation, Portfolio Management, Securitization, Bloomberg, Hedge Funds, Credit, Proprietary Trading, MBS, Series 7, Equities, Employee Training, Investment Banking, Securities, Sales, Bonds, Currency

Education
LIU Post   1979 — 1983
Bachelor of Science (B.S.), Marketing/Management with minor in Economics

Experience
CUSO Financial Services, LP at UNCLE CREDIT UNION   July 2013 - Present
UnionBanc Investment Services  November 2012 - June 2013
BancWest Investment Services  January 2002 - November 2012
PaineWebber/UBS   August 1997 - August 2002

Skills
Series 7, Investments, Financial Services, Wealth Management, Series 63, Mutual Funds, Retirement Planning, Finance, Financial Risk, FINRA, Investment Advisory, Asset Allocation

Education
Saint Mary's College of California

Experience
Credit Suisse  June 2005 - Present
UBS Investment Bank  2000 - 2005
PaineWebber/UBS   1992 - 2000
PaineWebber  1987 - 1992

Skills
Structured Products, MBS, ABS, Fixed Income, Capital Markets, Investment Banking, Securitization, Bloomberg, Financial Markets, Hedging, Bonds

Education
Fordham University - Graduate School of Business Administration   1987 — 1990
MBA, Finance

Stony Brook University
BA, Economics

Experience
Inwood - Manhattan Little League Baseball   November 2013 - Present
New York Career Institute  January 2008 - Present
CIBC Oppenheimer  January 2001 - Present
Santoriella and Di Tomaso, LLC   January 2010 - January 2011
Chelsea Recreation Center   January 2008 - January 2008
UBS Warburg  January 2006 - January 2007
AXA Advisors  January 2005 - January 2006
PaineWebber/UBS   January 2000 - January 2001

Skills
PowerPoint, Microsoft Word, Customer Service, Research, Microsoft Office, Editing, Microsoft Excel, Event Planning, Public Relations, Accounts Payable, Retirement Planning, Strategic Financial..., Software Documentation, Investments, Accounting, Financial Analysis, Strategic Planning, Mutual Funds, Data Entry, Public Speaking, Fundraising

Education
human preservation and development   2014 — 2014
certificate, property management

Lehman College
Bachelor's, Economics/Finance

Grace Institute
Business Administration and Management, General

New York Career Institute
AA, Legal Studies

HPD

Experience
Bureau of Labor Statistics  December 2013 - Present
Fashion Institute of Technology  August 2013 - December 2013
City College of New York  2013 - 2013
St. Thomas Aquinas College  September 2012 - December 2012
Federal Communications Commission  June 2011 - August 2011
Morgan Joseph TriArtisan LLC  December 2004 - August 2009
Rockland Economic Development Corp.   June 2003 - September 2004
PaineWebber/UBS   August 1998 - November 2000
US Navy  1994 - 1998

Education
The City College of New York   2010 — 2012
Master of Arts (MA), Economics

City University of New York   2001 — 2004
Economics

Harvard University   2001 — 2001
Economics

University of Pennsylvania   1994 — 1998
Bachelor of Arts (BA), Economics and History