Private Client Group

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Private Client Group Employees

Employee
Years
Job
Industry
John Mazaran John Mazaran Miami/Fort Lauderdale Area Details
John Mazaran's Private Client Group Experience May 2010 - September 2013
Job Investment Banker / Institutional Investor / Business Consultant / Entrepreneur
Industry Financial Services
Experience
Beaufort Capital Partners, LLC   May 2014 - Present
Paradoxx   2010 - Present
Private Client Group   May 2010 - September 2013
J.P. Morgan / Chase Investment Services   October 2007 - March 2009
Private Client Group   May 2005 - September 2007

Skills
Investment Banking, Debt & Equity Financing, Working Capital..., OTC, Emerging Markets, Securities, Investor Relations, Stock Market, Stock Trading, Day Trading, Prime Brokerage, Fundraising, Marketing Strategy, Capital Markets, Social Media Marketing, Blogging, Strategic Planning, Research, Investments, Online Marketing, Brand Development, Email Marketing, Entrepreneurship, Alternative Investments, Start-ups, Due Diligence, Creative Writing, Funding, Copywriting, Series 7, Series 63, client relations, Finance, Portfolio Management, Financial Markets, Corporate Finance, Mutual Funds, Investment Strategies, Options, Wealth Management, Financial Risk, Banking, Investment Management, Equity Trading, Hedge Funds, Budgets, Equity Research, Foreign Exchange, Equities

Education
Hofstra University   2002 — 2005
Finance

Richard Oxford, MBA, Financial Advisor/Planner Richard Oxford, MBA, Financial Advisor/Planner Scottsdale, Arizona Details
Richard Oxford, MBA, Financial Advisor/Planner's Private Client Group Experience 2011 - May 2014
Job President, Richard Oxford Financial
Industry Investment Management
Experience
Richard Oxford Financial   May 2014 - Present
Private Client Group   2011 - May 2014
National Investment Review Institute   2011 - January 2013
Online wellness community   2009 - January 2012
Oxford Legacy Planning   2004 - 2008
International Import Export Institute   1999 - 2004
Schuff Steel Company  1982 - 1998

Skills
Investments, Small Business, Wealth Management, Wealth, Strategic Planning, Retirement Planning, Finance, Entrepreneurship, Strategy, Asset Management, Marketing, Start-ups, Financial Advisory, Mutual Funds, Investment Strategies, Securities, Alternative Investments, Risk Management, New Business Development, Contract Negotiation, Estate Planning, Fixed Annuities, Strategic Financial..., Investment Advisory, Asset Allocation, Business Planning, Leadership, Retirement, Executive Management, Financial Planners, Business, Business Strategy, Employee Benefits, Financial Markets, Management, Public Speaking

Education
University of Phoenix   1998 — 2000
MBA, Business

Northern Arizona University   1976 — 1979
BS, Geology

United States Naval Academy   1975 — 1976

Caren Laverty Caren Laverty Cincinnati, Ohio Details
Caren Laverty's Private Client Group Experience October 2006 - July 2010
Job Founder of Femme Street
Industry Financial Services
Experience
Fidelity Investments  August 2011 - April 2013
Fidelity Investments  July 2010 - July 2011
Private Client Group   October 2006 - July 2010
Fidelity Investments  March 2000 - October 2006
Humana  June 1990 - September 1991
Humana  May 1989 - June 1990
Humana  August 1987 - May 1989

Skills
Series 7, Series 63, Series 66, Notary Public, Investments, Financial Planning, Insurance, Asset, Mutual Funds, Stocks, Bonds, Retirement, Asset Allocation, Portfolio Management, Financial Analysis, Retirement Planning, Fixed Annuities

Education
Miami University   1982 — 1986
BS Business, Management

James J. Mitchell James J. Mitchell Sarasota, Florida Area Details
James J. Mitchell's Private Client Group Experience May 2011 - June 2012
Job Housing Operations
Industry Higher Education
Experience
Ringling College of Art and Design  June 2014 - Present
Bucknell University  August 2012 - May 2014
Bucknell University  July 2012 - May 2014
Bucknell University  July 2012 - May 2014
Bucknell University  May 2013 - August 2013
Private Client Group   May 2011 - June 2012
Centenary College  August 2011 - May 2012
Student Government Association  May 2011 - May 2012
Centenary College  May 2010 - May 2012
Centenary College  August 2009 - May 2012

Skills
Quicken, Excel, Event Planning, Management, Crisis Management, Public Speaking, PowerPoint, Microsoft Office, Social Networking, Social Media, Time Management, Higher Education, Teaching, Community Outreach, Microsoft Word, Public Relations, Research, Facebook, Budgets, Social Media Marketing, Leadership, Leadership Development, Non-profits, Microsoft Excel, Fundraising, Team Building, Outlook, Event Management, Teamwork, Nonprofits, Customer Service, Staff Development, Program Management, Student Affairs, Residence Life, Interviews, Student Leadership, Student Development, Student Engagement

Education
Bucknell University   2012 — 2014
Master of Science (M.S.) Education, College Student Personnel

Centenary College   2008 — 2012
Bachelors of Science, Business Administration - Management, Senior

Chad Perkins Chad Perkins Louisville, Kentucky Area Details
Chad Perkins's Private Client Group Experience March 2015 - Present
Job Portfolio Manager at Money Concepts, Managing Partner at The Private Client Group
Industry Financial Services
Experience
Private Client Group   March 2015 - Present
Money Concepts  June 2006 - Present

Skills
Estate Planning, Wealth Management, Investment Advisory, Retirement Planning, Retirement, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Sales, Series 7, Strategic Financial..., Financial Analysis, Risk Management, Hedge Funds, Wealth Accumulation, Succession Planning

Education
University of Louisville   1996 — 2001

Alison Murphy Alison Murphy Greater Boston Area Details
Alison Murphy's Private Client Group Experience December 2008 - December 2010
Job Vice President, Consumer Lines Regional Executive AIG
Industry Insurance
Experience
AIG  January 2011 - Present
Private Client Group   December 2008 - December 2010
AIG  June 2003 - December 2008
Chubb  June 1997 - June 2003

Education
Franklin & Marshall College   1993 — 1997
BA, English Literature

Lancaster Country Day School   1988 — 1993

Shore Country Day School   1984 — 1988

Denise Exner Denise Exner Greater Minneapolis-St. Paul Area Details
Denise Exner's Private Client Group Experience March 2008 - Present
Job Business Development Manager at Private Client Group
Industry Insurance
Experience
Private Client Group   March 2008 - Present
Fidelity National Insurance Company  March 2007 - March 2008
JA Price Agency   June 2003 - March 2007

Education
Minnesota State University, Mankato   1995 — 1998
MS, Rehabiliation Counseling

University of St. Thomas   1989 — 1993
BA, Business Communications

Thomas Karpinski Thomas Karpinski Greater New York City Area Details
Thomas Karpinski's Private Client Group Experience March 2008 - May 2011
Job Vice President, E&S Manager, ACE Private Risk Services
Industry Insurance
Experience
ACE Private Risk Services  April 2015 - Present
Fireman's Fund  July 2013 - April 2015
AIG Private Client Group  May 2011 - July 2013
Private Client Group   March 2008 - May 2011
AIG Private Client Group  July 2001 - March 2008
Atlantic Mutual  October 1994 - June 1999

Skills
Property & Casualty..., Casualty, Liability, Workers Compensation, Brokers, General Insurance, Underwriting, New Business Development, Insurance, Reinsurance, Umbrella Insurance, Excess, Employment Practices..., Risk Management, Inland Marine, Property Damage, Homeowners, Property, Legal Liability

Education
University of Scranton   1989 — 1993
BA

Jennifer Gilliland Jennifer Gilliland West Palm Beach, Florida Area Details
Jennifer Gilliland's Private Client Group Experience August 2008 - Present
Job National Audit & Valuation Manager at Private Client Group
Industry Insurance
Experience
Private Client Group   August 2008 - Present
Private Client Group   October 2006 - August 2008
Private Client Group   November 2005 - October 2006
JLH Appraisals   March 2005 - November 2005
Cornerstone Appraisal Services  March 2004 - March 2005
Chubb Group of Insurance Services   November 2002 - March 2004

Education
Georgia State University   2000 — 2001
MS, Historic Preservation

New York University   1996 — 1997
MS, Education

Georgia Institute of Technology   1990 — 1994
BS, History of Technology

Frank Pluchino Frank Pluchino Greater New York City Area Details
Frank Pluchino's Private Client Group Experience January 1996 - January 1998
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

Ramsey Viki Ramsey Viki Cleveland, Ohio Details
Ramsey Viki's Private Client Group Experience August 1997 - January 1998
Job Administrative Professional/Hospital & Banking
Industry Hospital & Health Care
Experience
Cleveland Clinic  June 2012 - Present
Transition  May 2010 - May 2014
PNC fna National City Bank   January 1998 - June 2010
Natonal City Bank   June 2006 - September 2008
National City Bank  January 2005 - April 2006
National City Bank  January 2001 - January 2005
National City Bank  January 1998 - January 2001
Private Client Group   August 1997 - January 1998
KeyCorp  January 1991 - August 1997
KeyCorp  January 1991 - January 1997

Skills
Medical Billing, Microsoft Office, Excel, Medical Coding, Medical Terminology, Outlook, Organizing, Electronic Health..., Reconciliation, Post Payments, ICD-9, CPT, Data Entry, Encoding, PowerPoint, CMS-1500, UBO4, CMRS Certified, Account Reconciliation, Training, Management, Customer Service, Administrative..., Access, Invoicing, Administration, Microsoft Excel

Education
Bryant and Stratton College-Eastlake   2012 — 2015
Bachelor's degree, Health/Health Care Administration/Management, 3.5

Bryant and Stratton College-Eastlake   2010 — 2011
Associate of Science (AS), Medical Administrative/Executive Assistant and Medical Secretary, 3.4

MTI BUSINESS COLLEGE   1989 — 1991
Degree, Office Systems Management, Microcomputer Office Specialist

Villa Angela Academy   1982 — 1986
College Prep

Millicent Lai Millicent Lai Greater New York City Area Details
Millicent Lai's Private Client Group Experience May 2008 - Present
Job Senior Compliance Analyst at Private Client Group
Industry Insurance
Experience
Private Client Group   May 2008 - Present
ISO  July 2006 - May 2008
Prudential Financial  2005 - 2006
Prudential Financial  2002 - 2005
Prudential Financial  2000 - 2002

Skills
Insurance, Claim, Analysis, General Insurance, Underwriting, Employee Benefits, Liability, Property & Casualty..., Risk Management, Reinsurance

Education
Rutgers University-New Brunswick   1995 — 1999
Bachelor of Arts, Psychology

Notre Dame High School

Tuere Marshall Tuere Marshall Greater New York City Area Details
Tuere Marshall's Private Client Group Experience January 2007 - December 2011
Job Senior Business Analyst at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance  January 2012 - Present
Private Client Group   January 2007 - December 2011

Skills
Property & Casualty..., SDLC, Business Analysis, Insurance, Project Management, Business Requirements, Requirements Gathering, Risk Management, Requirements Analysis, Business Process..., Business Process, Management, Leadership, Visio, Microsoft Office, Analysis, PMO

Education
DeVry University   2006 — 2012
Bachelor of Science (BS), Business Information Systems

Tuskegee University   1990 — 1993
Mathematics

Tuskegee University   1990 — 1993

Peri Tharp Peri Tharp Portland, Oregon Area Details
Peri Tharp's Private Client Group Experience April 2005 - October 2006
Job Human Resources & Risk Management
Industry Government Administration
Experience
Metro  June 2012 - Present
As Needed   1995 - Present
Various  1985 - Present
H&R Block  January 2006 - December 2013
Scenic Fruit Company  February 2008 - July 2012
J. Frank Schmidt & Son Co - 500 to 800 employees   March 2007 - February 2008
Private Client Group   April 2005 - October 2006
Northwest Energy Efficiency Alliance  April 2004 - April 2005
PACE Credit Union   January 2002 - November 2003
Peri's Bookkeeping   1996 - 2001

Skills
Office Management, Business Operations..., Customer Service, Accounting, General Ledger..., Budgeting, Compensation, Payroll, Financial Reporting, Accounts Payable, Benefits Administration, Hiring, Employee Relations, Coaching, Performance Management, Tax Preparation, Employment Law, Compliance, Policy, Organizational..., Restructuring, Problem Solving, Communication Skills, Auditing, Succession Planning, Training & Development, Talent Management, Industrial Safety, Contract Writing, Retirement Planning, Microsoft Office, Outlook, Quickbooks, HRIS, Employee Training, Leadership, New Hire Orientations, Employee Benefits, Training, Management, Human Resources, Budgets, Interviews, Deferred Compensation

Education
Mat-Su College   1997 — 1999

University of Alaska Anchorage   1988 — 1991