Private Client Resources
Description
Address: 187 Danbury Rd # 202, Wilton, CT 06897 Hours: Closed ⋅ Opens 8AM Friday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 762-9006: Website: : : Place name: : : : Category: Website: http://www.pcrinsights.com/ Category: Business Related Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Private Client Resources Posting publicly on the Web Write a review Reviews 1 Google review
Private Client Resources List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Private Client Resources. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Private Client Resources Employees
Employee
Years
Job
Industry
Linda Czaplinski Linda Czaplinski's Private Client Resources Experience April 2006 - July 2009
Job Client Service Director at Archway Technology Partners
Industry Financial Services
Experience
Archway Technology Partners, LLC (formerly WealthTouch) September 2010 - Present
Private Client Resources April 2006 - July 2009
Private Client Resources April 2006 - September 2006
Georgica Capital, LLC August 1998 - 2005
Indata Service div Gordon Haskett 1983 - 1987
Skills
Customer Relations, Customer Service, Databases, CRM, Management, Process Improvement, Cross-functional Team..., Training, Product Management, Finance, Start-ups, Vendor Management, Product Development, Business Analysis, Financial Services, Business Process..., Strategy, Leadership
Education
Sacred Heart University
BS, Finance
Archway Technology Partners, LLC (formerly WealthTouch) September 2010 - Present
Private Client Resources April 2006 - July 2009
Private Client Resources April 2006 - September 2006
Georgica Capital, LLC August 1998 - 2005
Indata Service div Gordon Haskett 1983 - 1987
Skills
Customer Relations, Customer Service, Databases, CRM, Management, Process Improvement, Cross-functional Team..., Training, Product Management, Finance, Start-ups, Vendor Management, Product Development, Business Analysis, Financial Services, Business Process..., Strategy, Leadership
Education
Sacred Heart University
BS, Finance
Tanesha Floore-Johnson Tanesha Floore-Johnson's Private Client Resources Experience February 2008 - January 2013
Job Telephone Interviewer at USDA
Industry Individual & Family Services
Experience
USDA February 2013 - Present
Private Client Resources February 2008 - January 2013
AmeriCorps 2010 - 2011
St. John's Medical Center March 2007 - March 2008
Skills
Customer Service, Microsoft Office, Organization, Medical Terminology, Medical Billing, Appointment Scheduling, Call Center, Multi Tasking, ICD-10, CPT, Community Outreach, Leadership
Education
St. Louis College of Health Careers 2011 — 2012
Medical Office Administration, Medical Billing/Coding
University of Phoenix 2009 — 2010
USDA February 2013 - Present
Private Client Resources February 2008 - January 2013
AmeriCorps 2010 - 2011
St. John's Medical Center March 2007 - March 2008
Skills
Customer Service, Microsoft Office, Organization, Medical Terminology, Medical Billing, Appointment Scheduling, Call Center, Multi Tasking, ICD-10, CPT, Community Outreach, Leadership
Education
St. Louis College of Health Careers 2011 — 2012
Medical Office Administration, Medical Billing/Coding
University of Phoenix 2009 — 2010
Kristin Monaco Kristin Monaco's Private Client Resources Experience June 2015 - Present
Job Business Analyst at Private Client Resources
Industry Hospitality
Experience
Private Client Resources June 2015 - Present
Fourth April 2013 - June 2015
Equinox December 2006 - April 2013
Hyperion Solutions January 2003 - March 2006
JPMorgan Chase January 2001 - November 2001
Chase July 1999 - January 2001
Bankers Insurance 1995 - 1997
Skills
CRM, Six Sigma, Business Process, Data Analysis, Analysis, SaaS, Customer Service, Leadership, Management, Operations Management, Business Analysis, Project Management, Integration, Team Management, Hospitality, Sales, Strategic Planning, Budgets, Salesforce.com, Team Building, Forecasting
Education
Norwalk Community College 2006 — 2007
Exercise Science, Kinesiology and Exercise Science, 4.0
NASM 2005 — 2006
Personal Trainer Certification, Kinesiology and Exercise Science, Pass
New York University 2001 — 2002
Brand Management / Marketing
Lake Braddock Secondary School 1983 — 1987
Private Client Resources June 2015 - Present
Fourth April 2013 - June 2015
Equinox December 2006 - April 2013
Hyperion Solutions January 2003 - March 2006
JPMorgan Chase January 2001 - November 2001
Chase July 1999 - January 2001
Bankers Insurance 1995 - 1997
Skills
CRM, Six Sigma, Business Process, Data Analysis, Analysis, SaaS, Customer Service, Leadership, Management, Operations Management, Business Analysis, Project Management, Integration, Team Management, Hospitality, Sales, Strategic Planning, Budgets, Salesforce.com, Team Building, Forecasting
Education
Norwalk Community College 2006 — 2007
Exercise Science, Kinesiology and Exercise Science, 4.0
NASM 2005 — 2006
Personal Trainer Certification, Kinesiology and Exercise Science, Pass
New York University 2001 — 2002
Brand Management / Marketing
Lake Braddock Secondary School 1983 — 1987
Joseph Borelli Joseph Borelli's Private Client Resources Experience July 2015 - Present
Job Client Services Associate at Private Client Resources
Industry Financial Services
Experience
Private Client Resources July 2015 - Present
Fairleigh Dickinson University August 2011 - May 2015
Vivint July 2014 - August 2014
Wallingford Country Club February 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Social Media, Teamwork, Research, Windows, Organizational..., Small Business, Management, QuickBooks, Access, Athletics, Accounting, Analysis, Financial Analysis, Communication, PowerPoint, Social Networking, Time Management, Facebook, Customer Service, Client Services, Outlook, Microsoft SQL Server
Education
Fairleigh Dickinson University 2011 — 2015
Bachelor’s Degree, Accounting
Mark T. Sheehan High School 2008 — 2011
High School Diploma
Private Client Resources July 2015 - Present
Fairleigh Dickinson University August 2011 - May 2015
Vivint July 2014 - August 2014
Wallingford Country Club February 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Social Media, Teamwork, Research, Windows, Organizational..., Small Business, Management, QuickBooks, Access, Athletics, Accounting, Analysis, Financial Analysis, Communication, PowerPoint, Social Networking, Time Management, Facebook, Customer Service, Client Services, Outlook, Microsoft SQL Server
Education
Fairleigh Dickinson University 2011 — 2015
Bachelor’s Degree, Accounting
Mark T. Sheehan High School 2008 — 2011
High School Diploma
Dan Ngoy Dan Ngoy's Private Client Resources Experience June 2014 - Present
Job Operations Analyst at Private Client Resources
Industry Financial Services
Experience
Private Client Resources June 2014 - Present
AXA Advisors June 2013 - August 2013
Launders Science Library September 2012 - May 2013
Brookstone June 2012 - August 2012
Regal Cinemas June 2011 - August 2011
Skills
Management, Sales, Public Speaking, Microsoft Word, Finance, Microsoft Excel, Research, Microsoft Office, PowerPoint, Social Media, Access, Marketing, Event Planning, Public Relations, Teamwork, Market Research, Leadership, Spanish, Customer Service, Strategic Planning, Editing, Nonprofits, Teaching, Salesforce.com, SQL, Bloomberg
Education
St. Lawrence University 2010 — 2014
Bachelor of Science (BS), Economics
Private Client Resources June 2014 - Present
AXA Advisors June 2013 - August 2013
Launders Science Library September 2012 - May 2013
Brookstone June 2012 - August 2012
Regal Cinemas June 2011 - August 2011
Skills
Management, Sales, Public Speaking, Microsoft Word, Finance, Microsoft Excel, Research, Microsoft Office, PowerPoint, Social Media, Access, Marketing, Event Planning, Public Relations, Teamwork, Market Research, Leadership, Spanish, Customer Service, Strategic Planning, Editing, Nonprofits, Teaching, Salesforce.com, SQL, Bloomberg
Education
St. Lawrence University 2010 — 2014
Bachelor of Science (BS), Economics
Thomas Morsanutto Thomas Morsanutto's Private Client Resources Experience July 2014 - Present
Job Project Manager at Private Client Resources
Industry Financial Services
Experience
Private Client Resources July 2014 - Present
Vision Financial Markets LLC April 2013 - April 2014
Vision Financial Markets LLC January 2010 - April 2014
Vision Financial Markets LLC November 2006 - May 2013
Geek Squad November 2003 - February 2007
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Windows, Sales, Time Management, Financial Risk, Risk Management, Trading, Options, Securities, Financial Analysis, Access, Equities, Investments, Humor, Friendly Personality, Financial Markets, Endorsements, Modeling, Management, Series 7, Alternative Investments, Finance, FINRA, Hedge Funds, Fixed Income, Derivatives, Trading Systems, Mutual Funds, Electronic Trading, Asset Management, Commodity, Series 24
Education
The University of Connecticut School of Business 2004 — 2008
Business & Technology, Business
Fairfield College Preparatory School 2000 — 2004
Private Client Resources July 2014 - Present
Vision Financial Markets LLC April 2013 - April 2014
Vision Financial Markets LLC January 2010 - April 2014
Vision Financial Markets LLC November 2006 - May 2013
Geek Squad November 2003 - February 2007
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Windows, Sales, Time Management, Financial Risk, Risk Management, Trading, Options, Securities, Financial Analysis, Access, Equities, Investments, Humor, Friendly Personality, Financial Markets, Endorsements, Modeling, Management, Series 7, Alternative Investments, Finance, FINRA, Hedge Funds, Fixed Income, Derivatives, Trading Systems, Mutual Funds, Electronic Trading, Asset Management, Commodity, Series 24
Education
The University of Connecticut School of Business 2004 — 2008
Business & Technology, Business
Fairfield College Preparatory School 2000 — 2004
Chris Starace Chris Starace's Private Client Resources Experience March 2015 - Present
Job Senior Financial Executive
Industry Publishing
Experience
Private Client Resources March 2015 - Present
Summit Professional Networks July 2007 - July 2014
Wicks Business Information 1999 - 2007
Louis Feraud, Inc. 1996 - 1999
Cowles Business media 1993 - 1996
Perry Design & Mfg 1991 - 1993
Skills
Event Management, Strategic Planning, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, M&A experience, Mergers & Acquisitions, Operational Due..., Research, Microsoft Word, Integration, Software Implementation, Due Diligence, Accounting, Finance, Budgets, Budget Process, Operating Budgets, Capital Budgeting, Forecasting, Cash Flow, Cash Management, International Business, Start-ups, Debt Management, Debt Restructuring, Contract Management, Financial Audits, Bankruptcy, RFP, Operations Management, International Relations, System Deployment, Ad Hoc Reporting, Management, Business Development
Education
University of Arizona 1987 — 1993
Bachelor of Science (BS), Accounting / MIS
Mountain View High School 1984 — 1987
Private Client Resources March 2015 - Present
Summit Professional Networks July 2007 - July 2014
Wicks Business Information 1999 - 2007
Louis Feraud, Inc. 1996 - 1999
Cowles Business media 1993 - 1996
Perry Design & Mfg 1991 - 1993
Skills
Event Management, Strategic Planning, Microsoft Excel, Business Strategy, Project Management, Microsoft Office, M&A experience, Mergers & Acquisitions, Operational Due..., Research, Microsoft Word, Integration, Software Implementation, Due Diligence, Accounting, Finance, Budgets, Budget Process, Operating Budgets, Capital Budgeting, Forecasting, Cash Flow, Cash Management, International Business, Start-ups, Debt Management, Debt Restructuring, Contract Management, Financial Audits, Bankruptcy, RFP, Operations Management, International Relations, System Deployment, Ad Hoc Reporting, Management, Business Development
Education
University of Arizona 1987 — 1993
Bachelor of Science (BS), Accounting / MIS
Mountain View High School 1984 — 1987
Morgan Kelsey Morgan Kelsey's Private Client Resources Experience January 2008 - June 2008
Job SVP, Engineering at UBM Americas
Industry Internet
Experience
UBM Americas January 2015 - Present
UBM Connect February 2013 - Present
UBM Medica US September 2009 - Present
CMPMedica June 2008 - September 2009
Private Client Resources January 2008 - June 2008
Private Client Resources July 2005 - January 2008
Self-employed June 1996 - July 2005
Skills
Digital Media, Project Management, Omniture, CMS, Data Architecture, Digital Marketing, Web Development, Integrated Marketing, CSS, jQuery, SEO, Web Analytics, Management, Google Analytics, Web Project Management, E-commerce, Email Marketing, Online Advertising, Drupal, Digital Strategy
Education
The New School 1991 — 1995
BFA, Jazz Performance and Composition
UBM Americas January 2015 - Present
UBM Connect February 2013 - Present
UBM Medica US September 2009 - Present
CMPMedica June 2008 - September 2009
Private Client Resources January 2008 - June 2008
Private Client Resources July 2005 - January 2008
Self-employed June 1996 - July 2005
Skills
Digital Media, Project Management, Omniture, CMS, Data Architecture, Digital Marketing, Web Development, Integrated Marketing, CSS, jQuery, SEO, Web Analytics, Management, Google Analytics, Web Project Management, E-commerce, Email Marketing, Online Advertising, Drupal, Digital Strategy
Education
The New School 1991 — 1995
BFA, Jazz Performance and Composition
William Horne's Private Client Resources Experience June 2014 - August 2014
Job Data Analyst and Operations Intern at Private Client Resources
Industry Financial Services
Experience
Boston University Questrom School of Business September 2014 - May 2015
Private Client Resources June 2014 - August 2014
Terex Corporation May 2013 - May 2013
Skills
Leadership, People Skills, Public Speaking, Organization Skills, Microsoft Office, Communication, Creative Writing, Microsoft Excel, Analytical Writing, Data Analysis, Data Entry, Accounting, Event Planning, PowerPoint, Microsoft Word, Social Media, Teamwork, Research
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, Accounting and Finance
Boston University Questrom School of Business September 2014 - May 2015
Private Client Resources June 2014 - August 2014
Terex Corporation May 2013 - May 2013
Skills
Leadership, People Skills, Public Speaking, Organization Skills, Microsoft Office, Communication, Creative Writing, Microsoft Excel, Analytical Writing, Data Analysis, Data Entry, Accounting, Event Planning, PowerPoint, Microsoft Word, Social Media, Teamwork, Research
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor of Science in Business Administration, Accounting and Finance
Tori Churchill's Private Client Resources Experience May 2011 - March 2012
Job Product Assistant at Yampu Tours
Industry Marketing and Advertising
Experience
Vermont Donut Enterprises January 2013 - October 2014
Vermont Llama and Alpaca Association February 2012 - May 2013
Gulliver's Doggie Daycare July 2012 - January 2013
The Essex, Vermont's Culinary Resort & Spa September 2012 - October 2012
Freely Creative February 2012 - August 2012
Private Client Resources May 2011 - March 2012
University of Vermont July 2011 - August 2011
Amy Zolin, Founder of Clarity Solutions LLC June 2010 - January 2011
Scoops April 2009 - August 2009
Meadow Ridge October 2007 - April 2009
Skills
PowerPoint, Excel, Word, Customer Service, Facebook, Microsoft Office, Social Media, Blogging, Editing, Microsoft Excel
Education
University of Vermont 2009 — 2013
Bachelor of Science (BS), Marketing/ Entrepreneurship Major, Animal Science Minor
American University in Bulgaria 2011 — 2011
Business Administration
Joel Barlow High School 2005 — 2009
Vermont Donut Enterprises January 2013 - October 2014
Vermont Llama and Alpaca Association February 2012 - May 2013
Gulliver's Doggie Daycare July 2012 - January 2013
The Essex, Vermont's Culinary Resort & Spa September 2012 - October 2012
Freely Creative February 2012 - August 2012
Private Client Resources May 2011 - March 2012
University of Vermont July 2011 - August 2011
Amy Zolin, Founder of Clarity Solutions LLC June 2010 - January 2011
Scoops April 2009 - August 2009
Meadow Ridge October 2007 - April 2009
Skills
PowerPoint, Excel, Word, Customer Service, Facebook, Microsoft Office, Social Media, Blogging, Editing, Microsoft Excel
Education
University of Vermont 2009 — 2013
Bachelor of Science (BS), Marketing/ Entrepreneurship Major, Animal Science Minor
American University in Bulgaria 2011 — 2011
Business Administration
Joel Barlow High School 2005 — 2009
Rhona Heyl's Private Client Resources Experience March 2011 - May 2011
Job President, Heyl Financial, LLC
Industry Financial Services
Experience
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Heyl Financial, LLC April 2014 - Present
Optima Group, Inc. May 2011 - July 2015
Merrill Lynch November 2012 - February 2014
Private Client Resources March 2011 - May 2011
Financial Marketing Services June 1997 - January 2010
Prudential Financial 1998 - 2003
J.P. Morgan July 2000 - March 2001
Prudential Insurance Company of America August 1997 - July 2000
Optima Group, Inc February 1994 - August 1997
Lehman Brothers May 1991 - February 1994
Skills
Marketing Management, Thought Leadership, Strategy Development, Analytics, Integrated Marketing, Strategic Planning, Marketing Strategy, Segmentation, Business Strategy, Customer Experience, Customer Acquisition, Competitive Analysis, Market Research, New Business Development, Product Management, Marketing Communications, Product Development, Entrepreneur, Market Planning, Direct Marketing, Team Leadership, Website Development, Planning, Qualitative Research, Investments, Writing, Strategy, Entrepreneurship, Leadership, Process Improvement, Project Planning, Marketing, Budgets, Social Media, Training, Business Development, Management Consulting, Cross-functional Team..., Sales, Program Management, Business Planning, Product Marketing, Project Management, Financial Services, Finance, Financial Modeling, Wealth Management, Multi-channel Marketing, Strategic Partnerships
Education
Thunderbird School of Global Management 1985 — 1987
MIM, Marketing and Chinese
The University of Connecticut 1981 — 1985
BA, French
Wheeler High School 1977 — 1981
High School, National Honor Society
Sean Murray, MBA's Private Client Resources Experience May 2012 - December 2012
Job Associate, Consultant Relations & Sales at Commonfund
Industry Investment Management
Experience
Commonfund February 2013 - Present
Private Client Resources May 2012 - December 2012
Wells Fargo Private Bank July 2008 - May 2012
GE Commercial Finance December 2007 - July 2008
Skills
Strong Excel, Model Building, Financial Forecasting, Due Diligence, Investor Reporting, RFP preparation, Data Analysis, Presentation Development, Performance Attribution, Project Management, Non-profits..., Asset Allocation, Fund Of Funds, Alternative Investments, Fixed Income, Series 7, Series 63, Venture Capital, Hedge Funds, Finance, Series 31, Private Equity
Education
Sacred Heart University 2010 — 2012
MBA, Global Investments
Curry College 2004 — 2007
Bachelor of Arts, Criminal Justice, Communcations
Hebron Academy
Commonfund February 2013 - Present
Private Client Resources May 2012 - December 2012
Wells Fargo Private Bank July 2008 - May 2012
GE Commercial Finance December 2007 - July 2008
Skills
Strong Excel, Model Building, Financial Forecasting, Due Diligence, Investor Reporting, RFP preparation, Data Analysis, Presentation Development, Performance Attribution, Project Management, Non-profits..., Asset Allocation, Fund Of Funds, Alternative Investments, Fixed Income, Series 7, Series 63, Venture Capital, Hedge Funds, Finance, Series 31, Private Equity
Education
Sacred Heart University 2010 — 2012
MBA, Global Investments
Curry College 2004 — 2007
Bachelor of Arts, Criminal Justice, Communcations
Hebron Academy
Grace Franklin's Private Client Resources Experience December 2013 - Present
Job SSI at Private Client Resources
Industry Security and Investigations
Experience
Cambridge Security Services Corp November 2014 - Present
Private Client Resources December 2013 - Present
PET SECURITY October 2013 - January 2014
McRoberts Protective Agency, Inc December 2012 - January 2013
Fleet Week Port Everglades December 2012 - January 2013
Weiser Security Services, Inc. October 2012 - November 2012
Corporate Security & Investigations, LLC August 2000 - October 2012
ALLIED BARTON SECURITY SERVICES CORP. October 2011 - June 2012
G4S Secure Solutions (USA) Inc. February 2010 - May 2011
Dunbar October 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
INSTITUTE OFFICIAL PRIMERO DE MAYO DE 1954 1983 — 1986
BACH/PROMOTION SOCIAL
San Vicente de Paul Honduras 1977 — 1983
High School, Social Sciences, Diploma
Cambridge Security Services Corp November 2014 - Present
Private Client Resources December 2013 - Present
PET SECURITY October 2013 - January 2014
McRoberts Protective Agency, Inc December 2012 - January 2013
Fleet Week Port Everglades December 2012 - January 2013
Weiser Security Services, Inc. October 2012 - November 2012
Corporate Security & Investigations, LLC August 2000 - October 2012
ALLIED BARTON SECURITY SERVICES CORP. October 2011 - June 2012
G4S Secure Solutions (USA) Inc. February 2010 - May 2011
Dunbar October 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
INSTITUTE OFFICIAL PRIMERO DE MAYO DE 1954 1983 — 1986
BACH/PROMOTION SOCIAL
San Vicente de Paul Honduras 1977 — 1983
High School, Social Sciences, Diploma
James Dey James Dey's Private Client Resources Experience February 2014 - May 2014
Job Accounting Student at Fairfield University
Industry Financial Services
Experience
Asset International February 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - November 2014
SilverSky June 2014 - August 2014
Private Client Resources February 2014 - May 2014
Skills
Financial Analysis, Accounting, Management
Education
Fairfield University 2013 — 2015
Accounting Certificate, Accounting
The University of Connecticut 2008 — 2011
Bachelor of Science, Finance, General
Daniel Hand High School
Asset International February 2015 - May 2015
U.S. Securities and Exchange Commission September 2014 - November 2014
SilverSky June 2014 - August 2014
Private Client Resources February 2014 - May 2014
Skills
Financial Analysis, Accounting, Management
Education
Fairfield University 2013 — 2015
Accounting Certificate, Accounting
The University of Connecticut 2008 — 2011
Bachelor of Science, Finance, General
Daniel Hand High School
Daniel G. Couture's Private Client Resources Experience January 2015 - March 2015
Job Realtor, Sales Associate at Berkshire Hathaway HomeServices New Jersey Properties
Industry Real Estate
Experience
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
Victoria Gordon's Private Client Resources Experience May 2013 - Present
Job Operations at Private Client Resources
Industry Financial Services
Experience
Private Client Resources May 2013 - Present
People's United Bank May 2011 - May 2013
People's United Bank June 2010 - May 2011
Skills
Loans, Microsoft Office, Team Building, Coaching, Data Entry, Time Management, Banking, Outlook, Financial Services, Microsoft Excel, Finance, Investments, Consumer Lending, Customer Service, Loan Origination, Financial Analysis, PowerPoint
Education
The University of Connecticut School of Business
Bachelor's degree, Business and Technology
Norwalk Community College
Associate's degree, Business Administration
Private Client Resources May 2013 - Present
People's United Bank May 2011 - May 2013
People's United Bank June 2010 - May 2011
Skills
Loans, Microsoft Office, Team Building, Coaching, Data Entry, Time Management, Banking, Outlook, Financial Services, Microsoft Excel, Finance, Investments, Consumer Lending, Customer Service, Loan Origination, Financial Analysis, PowerPoint
Education
The University of Connecticut School of Business
Bachelor's degree, Business and Technology
Norwalk Community College
Associate's degree, Business Administration
Michael Deming's Private Client Resources Experience June 2014 - February 2015
Job Financial Analyst at Convergence, Inc.
Industry Financial Services
Experience
Convergence Inc April 2015 - Present
Private Client Resources June 2014 - February 2015
Morningstar June 2013 - August 2013
New Canaan Country Club May 2012 - August 2012
PGA of America June 2011 - August 2011
Rolling Hills Country Club June 2006 - June 2011
Skills
Golf Outings, Golf, Golf Course Management, Financial Economics, International Business..., Regression Analysis, Salesforce.com, MS Excel Pivot Tables, Financial Analysis, PowerPoint, Morningstar Direct, Social Networking, Research, Data Analysis, Microsoft Office, Event Management, Morningstar, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Arts (BA), International Business & Management, Economics
Wilton High School 2006 — 2010
Diploma
Convergence Inc April 2015 - Present
Private Client Resources June 2014 - February 2015
Morningstar June 2013 - August 2013
New Canaan Country Club May 2012 - August 2012
PGA of America June 2011 - August 2011
Rolling Hills Country Club June 2006 - June 2011
Skills
Golf Outings, Golf, Golf Course Management, Financial Economics, International Business..., Regression Analysis, Salesforce.com, MS Excel Pivot Tables, Financial Analysis, PowerPoint, Morningstar Direct, Social Networking, Research, Data Analysis, Microsoft Office, Event Management, Morningstar, Financial Modeling
Education
Dickinson College 2010 — 2014
Bachelor of Arts (BA), International Business & Management, Economics
Wilton High School 2006 — 2010
Diploma
Anthony Ciriano Anthony Ciriano's Private Client Resources Experience November 2007 - January 2008
Job Sr. Program Manager Cisco Systems, Inc.
Industry Information Technology and Services
Experience
Cisco Systems January 2013 - Present
Sidera Networks July 2012 - December 2012
Thomson Reuters April 2008 - July 2012
Private Client Resources November 2007 - January 2008
TNS April 2007 - November 2007
Prudential Assurance October 2005 - January 2007
Weil Gotshal and Manges January 2005 - June 2005
Philip Morris June 2004 - August 2004
AIG July 2001 - January 2002
The Guardian Life Insurance Company of America August 1999 - November 2000
Skills
IT Infrastructure SME, Technology Savvy, Data Center Relocation..., Strong Communication..., Detailed Oriented, Proven Team Leader, Windows Server, Infrastructure, Data Center, Communication Skills, SDLC, Disaster Recovery, Vendor Management, IT Management, Servers, PMP, ITIL, Technology, Cisco Technologies, Project Management, PMO, IT Operations, Service Delivery, BMC Remedy, IT Strategy, Project Portfolio..., Business Analysis, Virtualization, Process Improvement, Governance, Program Management, EMC Storage, Strategy, Information Technology, Networking, Management, Solution Architecture, WAN, Outsourcing, IT Service Management, Change Management, VoIP, System Deployment
Education
Pace University 1982 — 1986
BBA, Management Information Systems
Cisco Systems January 2013 - Present
Sidera Networks July 2012 - December 2012
Thomson Reuters April 2008 - July 2012
Private Client Resources November 2007 - January 2008
TNS April 2007 - November 2007
Prudential Assurance October 2005 - January 2007
Weil Gotshal and Manges January 2005 - June 2005
Philip Morris June 2004 - August 2004
AIG July 2001 - January 2002
The Guardian Life Insurance Company of America August 1999 - November 2000
Skills
IT Infrastructure SME, Technology Savvy, Data Center Relocation..., Strong Communication..., Detailed Oriented, Proven Team Leader, Windows Server, Infrastructure, Data Center, Communication Skills, SDLC, Disaster Recovery, Vendor Management, IT Management, Servers, PMP, ITIL, Technology, Cisco Technologies, Project Management, PMO, IT Operations, Service Delivery, BMC Remedy, IT Strategy, Project Portfolio..., Business Analysis, Virtualization, Process Improvement, Governance, Program Management, EMC Storage, Strategy, Information Technology, Networking, Management, Solution Architecture, WAN, Outsourcing, IT Service Management, Change Management, VoIP, System Deployment
Education
Pace University 1982 — 1986
BBA, Management Information Systems
David Muench David Muench's Private Client Resources Experience April 2006 - April 2009
Job
Industry Computer Software
Experience
Dimensional Fund Advisors January 2015 - Present
FINSYSCON, LLC December 2013 - January 2015
Headstrong December 2009 - April 2014
Huron Consulting Group September 2009 - December 2009
Private Client Resources April 2006 - April 2009
National Retail Services January 2005 - April 2006
Cierant Corp July 2004 - August 2005
Netgenuity Inc. September 1999 - July 2004
Eagle Investment Systems July 1991 - September 1999
Skills
Data Warehousing, Business Analysis, IT Strategy, SDLC, Microsoft SQL Server, Project Management, Databases, SQL, ASP.NET, Analytics, Business Process, CRM, Consulting, Enterprise Software, Integration, Oracle, Management, Software Development, Software Project..., Web Applications, Security, Testing, Web Development, Business Process..., Requirements Analysis, Process Improvement, Outsourcing
Education
Rochester Institute of Technology 1979 — 1985
Bachelor in Technology
Dimensional Fund Advisors January 2015 - Present
FINSYSCON, LLC December 2013 - January 2015
Headstrong December 2009 - April 2014
Huron Consulting Group September 2009 - December 2009
Private Client Resources April 2006 - April 2009
National Retail Services January 2005 - April 2006
Cierant Corp July 2004 - August 2005
Netgenuity Inc. September 1999 - July 2004
Eagle Investment Systems July 1991 - September 1999
Skills
Data Warehousing, Business Analysis, IT Strategy, SDLC, Microsoft SQL Server, Project Management, Databases, SQL, ASP.NET, Analytics, Business Process, CRM, Consulting, Enterprise Software, Integration, Oracle, Management, Software Development, Software Project..., Web Applications, Security, Testing, Web Development, Business Process..., Requirements Analysis, Process Improvement, Outsourcing
Education
Rochester Institute of Technology 1979 — 1985
Bachelor in Technology
Don Piombo Don Piombo's Private Client Resources Experience April 2013 - Present
Job Client Business Services/Relationship Manager at Private Client Resources
Industry Financial Services
Experience
Private Client Resources April 2013 - Present
Bavaro Tours LLC January 2012 - December 2012
Barclays Wealth and Investment Management September 2008 - November 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Skills
Fixed Income, Equities, Management, CRM, Investment Banking, Portfolio Management, Financial Services, Alternative Investments
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart High School
Private Client Resources April 2013 - Present
Bavaro Tours LLC January 2012 - December 2012
Barclays Wealth and Investment Management September 2008 - November 2011
Lehman Brothers June 2008 - September 2008
Lehman Brothers July 2007 - March 2008
Skills
Fixed Income, Equities, Management, CRM, Investment Banking, Portfolio Management, Financial Services, Alternative Investments
Education
Bryant University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Sacred Heart High School
A. Benjamin Miles, III's Private Client Resources Experience July 2015 - Present
Job Operations Analyst at Private Client Resources
Industry Financial Services
Experience
Private Client Resources July 2015 - Present
Hajoca Corporation August 2013 - June 2015
Muhlenberg College September 2011 - May 2013
Lehigh Valley Steelhawks Professional Indoor Football January 2012 - June 2012
YMCA June 2010 - August 2010
Skills
PowerPoint, Public Speaking, Marketing, Microsoft Excel, Social Media, Time Management, Microsoft Word, Event Planning, Microsoft Publisher, Wholesale, Warehouse Management, Plumbing, Facebook, Sales, Arts Administration, Contract Negotiation
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (BA), Business Administration, Management and Operations
Private Client Resources July 2015 - Present
Hajoca Corporation August 2013 - June 2015
Muhlenberg College September 2011 - May 2013
Lehigh Valley Steelhawks Professional Indoor Football January 2012 - June 2012
YMCA June 2010 - August 2010
Skills
PowerPoint, Public Speaking, Marketing, Microsoft Excel, Social Media, Time Management, Microsoft Word, Event Planning, Microsoft Publisher, Wholesale, Warehouse Management, Plumbing, Facebook, Sales, Arts Administration, Contract Negotiation
Education
Muhlenberg College 2010 — 2013
Bachelor of Arts (BA), Business Administration, Management and Operations
Nick Marinos's Private Client Resources Experience March 2013 - November 2013
Job New job
Industry Investment Management
Experience
Private Client Resources March 2013 - November 2013
GlobeOp Financial Services October 2008 - March 2013
NexBank Securities June 2007 - October 2008
Interactive Brokers 2006 - 2007
Amaranth Group 2003 - 2005
American Express Financial 1996 - 2003
Boatmens Trust Company 1991 - 1994
Boston Safe Deposit 1985 - 1991
Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Political Economy
Private Client Resources March 2013 - November 2013
GlobeOp Financial Services October 2008 - March 2013
NexBank Securities June 2007 - October 2008
Interactive Brokers 2006 - 2007
Amaranth Group 2003 - 2005
American Express Financial 1996 - 2003
Boatmens Trust Company 1991 - 1994
Boston Safe Deposit 1985 - 1991
Skills
Fixed Income, Equities, Securities Lending, Project Management, Derivatives, Hedge Funds, Alternative Investments, Middle Office, Securities, Bloomberg, Fund Administration, Fund Accounting, Capital Markets, Back Office, Corporate Actions, Mutual Funds, Asset Management, Trading, Investments, Leadership, Risk Management
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Political Economy
Jim Dunn's Private Client Resources Experience March 2015 - Present
Job Senior Manager, Head of Application Development at Private Client Resources
Industry Information Technology and Services
Experience
Private Client Resources March 2015 - Present
Knights of Columbus January 2011 - March 2015
Knights of Columbus March 2008 - January 2011
Health Net March 2007 - March 2008
Bayer Corparate Business Services July 2004 - March 2007
Bayer Corporate Business Services March 2000 - June 2004
Big Dog & Hat, LLC January 1998 - December 2003
Bayer Corporate Business Services April 1998 - March 2000
Oxford Health Plans March 1997 - April 1998
Walt Disney Imagineering May 1996 - March 1997
Skills
SDLC, SharePoint, XML, Software Development, Business Analysis, Program Management, Cross-functional Team..., MS Project, Process Improvement, Project Management, Project Portfolio..., Business Process, Analysis, Web Development, Visio, CSS, Requirements Analysis, IT Management, Software Project..., IT Strategy, Integration, HTML, Requirements Gathering, SQL, Business Requirements, Resource Management, Agile Methodologies, Business Process..., Project Delivery, Quality Assurance, Change Management, Software Documentation, PMO, Microsoft SQL Server, Web Services, Vendor Management, Enterprise Software, Unix, Java, Team Leadership, Visual Basic, JavaScript, Leadership, Management, PMP, Enterprise Architecture, ITIL, Information Technology, Risk Management
Education
Albertus Magnus College 1999 — 2003
Private Client Resources March 2015 - Present
Knights of Columbus January 2011 - March 2015
Knights of Columbus March 2008 - January 2011
Health Net March 2007 - March 2008
Bayer Corparate Business Services July 2004 - March 2007
Bayer Corporate Business Services March 2000 - June 2004
Big Dog & Hat, LLC January 1998 - December 2003
Bayer Corporate Business Services April 1998 - March 2000
Oxford Health Plans March 1997 - April 1998
Walt Disney Imagineering May 1996 - March 1997
Skills
SDLC, SharePoint, XML, Software Development, Business Analysis, Program Management, Cross-functional Team..., MS Project, Process Improvement, Project Management, Project Portfolio..., Business Process, Analysis, Web Development, Visio, CSS, Requirements Analysis, IT Management, Software Project..., IT Strategy, Integration, HTML, Requirements Gathering, SQL, Business Requirements, Resource Management, Agile Methodologies, Business Process..., Project Delivery, Quality Assurance, Change Management, Software Documentation, PMO, Microsoft SQL Server, Web Services, Vendor Management, Enterprise Software, Unix, Java, Team Leadership, Visual Basic, JavaScript, Leadership, Management, PMP, Enterprise Architecture, ITIL, Information Technology, Risk Management
Education
Albertus Magnus College 1999 — 2003
Warren Brinker's Private Client Resources Experience March 2015 - Present
Job Executive Managing Director Chief Client Officer at Private Client Resources
Industry Financial Services
Experience
Private Client Resources March 2015 - Present
SIX Financial Information October 2013 - January 2015
Ebix September 2011 - October 2013
Southern Equities, LLC June 2008 - September 2011
CorrectNet, Inc. March 2006 - June 2008
SunGard January 2003 - January 2006
Omgeo August 1999 - January 2003
New York Mercantile Exchange July 1998 - August 1999
The Bank of New York August 1985 - July 1998
Skills
Management, Equities, Business Alliances, Outsourcing, Financial Services, Strategic Partnerships, Capital Markets, Sales, Business Strategy, Hedge Funds, Start-ups, Relationship Management, Solution Selling, Selling, CRM, Strategy, Banking
Education
Hofstra University 1981 — 1985
BBA, Finance
FISD Professional Certification 2014 — 2014
Financial Information Associate
Lindenhurst High School 1978 — 1981
Regents
Private Client Resources March 2015 - Present
SIX Financial Information October 2013 - January 2015
Ebix September 2011 - October 2013
Southern Equities, LLC June 2008 - September 2011
CorrectNet, Inc. March 2006 - June 2008
SunGard January 2003 - January 2006
Omgeo August 1999 - January 2003
New York Mercantile Exchange July 1998 - August 1999
The Bank of New York August 1985 - July 1998
Skills
Management, Equities, Business Alliances, Outsourcing, Financial Services, Strategic Partnerships, Capital Markets, Sales, Business Strategy, Hedge Funds, Start-ups, Relationship Management, Solution Selling, Selling, CRM, Strategy, Banking
Education
Hofstra University 1981 — 1985
BBA, Finance
FISD Professional Certification 2014 — 2014
Financial Information Associate
Lindenhurst High School 1978 — 1981
Regents
Paul Flahive's Private Client Resources Experience March 2008 - November 2008
Job Regulatory Compliance Program Manager
Industry Financial Services
Experience
Barclays Capital January 2010 - Present
Flahive Management Consulting December 2008 - December 2009
Private Client Resources March 2008 - November 2008
UBS Investment Bank April 1998 - March 2008
Newedge Group April 1994 - April 1998
Skills
Program and project..., Business process..., New Business Development, Securities operations, Technical architecture, Client, account,..., Cost accounting,..., Internal and exchange..., Client service and..., Regulatory compliance..., Operations risk..., Business Process..., Program Management
Education
Trinity College, Dublin 1982 — 1986
MA, English & History
Barclays Capital January 2010 - Present
Flahive Management Consulting December 2008 - December 2009
Private Client Resources March 2008 - November 2008
UBS Investment Bank April 1998 - March 2008
Newedge Group April 1994 - April 1998
Skills
Program and project..., Business process..., New Business Development, Securities operations, Technical architecture, Client, account,..., Cost accounting,..., Internal and exchange..., Client service and..., Regulatory compliance..., Operations risk..., Business Process..., Program Management
Education
Trinity College, Dublin 1982 — 1986
MA, English & History
Leonid Aizenshtat's Private Client Resources Experience September 2005 - May 2007
Job Database Administrator at Spire
Industry Market Research
Experience
Spire April 2012 - Present
InsightExpress October 2011 - October 2012
Evolution1 August 2009 - September 2011
Symphony Marketing Solutions May 2007 - July 2009
Symphony Marketing Solutions / ImmediateFX 2007 - July 2009
Private Client Resources September 2005 - May 2007
Greenfield Online 2000 - 2005
Queens Borough Public Library 1997 - 2001
Education
Queens College 1996 — 2000
BS, Computer Science
Lomonosov Moscow State University (MSU) 1989 — 1991
History
Spire April 2012 - Present
InsightExpress October 2011 - October 2012
Evolution1 August 2009 - September 2011
Symphony Marketing Solutions May 2007 - July 2009
Symphony Marketing Solutions / ImmediateFX 2007 - July 2009
Private Client Resources September 2005 - May 2007
Greenfield Online 2000 - 2005
Queens Borough Public Library 1997 - 2001
Education
Queens College 1996 — 2000
BS, Computer Science
Lomonosov Moscow State University (MSU) 1989 — 1991
History
William Lichtwald's Private Client Resources Experience April 2015 - Present
Job Helping Family Offices Implement World Class Consolidated Reporting
Industry Financial Services
Experience
Private Client Resources April 2015 - Present
Delta Data Software March 2013 - April 2015
VistaOne Solutions, CoreOne Technologies (Formerly Netik) July 2005 - February 2013
CorrectNet 2009 - 2010
CorrectNet 2002 - April 2005
CorrectNet 1998 - 2002
CorrectNet 1995 - 1998
EDP Plc 1994 - 1995
NCR 1991 - 1994
ADDS 1978 - 1991
Skills
SaaS, Enterprise Software, Product Management, Strategy, Product Marketing, Solution Selling, Business Analysis, Business Intelligence, CRM, Business Strategy, Hedge Funds, Asset Management, Strategic Partnerships, Cloud Computing, Start-ups, Asset Managment, Business Development, Leadership, Integration, Alternative Investments, Consultative Selling, E-commerce, Management, Banking, Vendor Management, Capital Markets, Sales Process, Outsourcing, Data Warehousing, Direct Sales, Selling, Professional Services, Financial Services, Investments, Pre-sales, Sales, New Business Development, Fund Of Funds, Key Account Management, IT Strategy, Sales & Marketing..., Software Sales, Account Management, Product Strategy, Strategy Development, Master Data Management, Sales Operations, Big Data
Education
Ellis College 2003 — 2006
Finance
Suffolk County Community College 1986 — 1994
ABA, Business
Private Client Resources April 2015 - Present
Delta Data Software March 2013 - April 2015
VistaOne Solutions, CoreOne Technologies (Formerly Netik) July 2005 - February 2013
CorrectNet 2009 - 2010
CorrectNet 2002 - April 2005
CorrectNet 1998 - 2002
CorrectNet 1995 - 1998
EDP Plc 1994 - 1995
NCR 1991 - 1994
ADDS 1978 - 1991
Skills
SaaS, Enterprise Software, Product Management, Strategy, Product Marketing, Solution Selling, Business Analysis, Business Intelligence, CRM, Business Strategy, Hedge Funds, Asset Management, Strategic Partnerships, Cloud Computing, Start-ups, Asset Managment, Business Development, Leadership, Integration, Alternative Investments, Consultative Selling, E-commerce, Management, Banking, Vendor Management, Capital Markets, Sales Process, Outsourcing, Data Warehousing, Direct Sales, Selling, Professional Services, Financial Services, Investments, Pre-sales, Sales, New Business Development, Fund Of Funds, Key Account Management, IT Strategy, Sales & Marketing..., Software Sales, Account Management, Product Strategy, Strategy Development, Master Data Management, Sales Operations, Big Data
Education
Ellis College 2003 — 2006
Finance
Suffolk County Community College 1986 — 1994
ABA, Business
Robert Jersey's Private Client Resources Experience July 2008 - Present
Job Solution Architect at Private Client Resource
Industry Financial Services
Experience
Private Client Resources July 2008 - Present
Misys 2007 - 2008
DataLan Corporation 1997 - 2007
Skills
SDLC, Software Development, Microsoft SQL Server, Software Project..., ASP.NET, Business Analysis, Web Services, Agile Methodologies, Integration, C#, SharePoint, .NET, SOA, SQL, XML, Databases, Requirements Analysis
Education
Mercy College 1995 — 1997
Private Client Resources July 2008 - Present
Misys 2007 - 2008
DataLan Corporation 1997 - 2007
Skills
SDLC, Software Development, Microsoft SQL Server, Software Project..., ASP.NET, Business Analysis, Web Services, Agile Methodologies, Integration, C#, SharePoint, .NET, SOA, SQL, XML, Databases, Requirements Analysis
Education
Mercy College 1995 — 1997
Eric Paulson's Private Client Resources Experience 2005 - 2007
Job Senior IT Professional
Industry Computer Hardware
Experience
Competitive Computing August 2012 - Present
FlexiInternational Software June 2010 - April 2012
Trade Settlement Inc July 2007 - June 2010
Private Client Resources 2005 - 2007
Skills
Windows, Database Design, Relationship Management, Web Applications, .NET, Microsoft SQL Server, Architecture, Business Intelligence, SQL, Databases, Web Development, Access, CSS, IIS, HTML, SDLC, New Business Development, Integration, Web Services, Agile Methodologies, Software Development, SharePoint, Visio, Requirements Analysis, Business Analysis, Architectures
Education
University of New Haven 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Competitive Computing August 2012 - Present
FlexiInternational Software June 2010 - April 2012
Trade Settlement Inc July 2007 - June 2010
Private Client Resources 2005 - 2007
Skills
Windows, Database Design, Relationship Management, Web Applications, .NET, Microsoft SQL Server, Architecture, Business Intelligence, SQL, Databases, Web Development, Access, CSS, IIS, HTML, SDLC, New Business Development, Integration, Web Services, Agile Methodologies, Software Development, SharePoint, Visio, Requirements Analysis, Business Analysis, Architectures
Education
University of New Haven 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Pamela Herbstman's Private Client Resources Experience November 2005 - Present
Job business analyst at Private Client Resources
Industry Financial Services
Experience
Private Client Resources November 2005 - Present
Education
Hofstra University 1988 — 1992
Private Client Resources November 2005 - Present
Education
Hofstra University 1988 — 1992
Ajay Gulati's Private Client Resources Experience 2004 - 2005
Job BI Analytics Connoisseur
Industry Information Technology and Services
Experience
IT Strategy LLC October 2007 - Present
OAKLEAF Waste Management April 2005 - November 2007
Private Client Resources 2004 - 2005
Technology Solution Partners 2000 - 2004
Indian Rayon & Industries Ltd 1997 - 2000
Skills
Data Warehouse..., Business Intelligence, .NET, Data Analysis, System Architecture, Data Architecture, Data Warehousing, SSRS, ETL, Data Modeling, OLAP, Data Integration, Database Design, T-SQL, SSIS, Database Administration, Databases, Microsoft SQL Server, SDLC, Analysis Services, Erwin, Enterprise Architecture, SQL Tuning, Performance Tuning, Stored Procedures, SQL, Oracle, Dimensional Modeling, Solution Architecture, Data Migration, Master Data Management, Relational Databases, Software Development, C#, Data Governance, PL/SQL, OBIEE, Visio, Data Quality, VB.NET, Architecture, Integration, Data Management, Data Mining, IT Strategy, Business Analysis, SOA, Business Objects, ERP
Education
The University of Connecticut 2011 — 2012
Advanced Management Program
IGNOU 1994 — 1997
MBA
Panjab University 1988 — 1992
Bachelors in Engineering
SA Jain College, Ambala 1986 — 1988
High School
Kendriya Vidyalaya 1976 — 1986
10
IT Strategy LLC October 2007 - Present
OAKLEAF Waste Management April 2005 - November 2007
Private Client Resources 2004 - 2005
Technology Solution Partners 2000 - 2004
Indian Rayon & Industries Ltd 1997 - 2000
Skills
Data Warehouse..., Business Intelligence, .NET, Data Analysis, System Architecture, Data Architecture, Data Warehousing, SSRS, ETL, Data Modeling, OLAP, Data Integration, Database Design, T-SQL, SSIS, Database Administration, Databases, Microsoft SQL Server, SDLC, Analysis Services, Erwin, Enterprise Architecture, SQL Tuning, Performance Tuning, Stored Procedures, SQL, Oracle, Dimensional Modeling, Solution Architecture, Data Migration, Master Data Management, Relational Databases, Software Development, C#, Data Governance, PL/SQL, OBIEE, Visio, Data Quality, VB.NET, Architecture, Integration, Data Management, Data Mining, IT Strategy, Business Analysis, SOA, Business Objects, ERP
Education
The University of Connecticut 2011 — 2012
Advanced Management Program
IGNOU 1994 — 1997
MBA
Panjab University 1988 — 1992
Bachelors in Engineering
SA Jain College, Ambala 1986 — 1988
High School
Kendriya Vidyalaya 1976 — 1986
10
Adam Carta's Private Client Resources Experience June 2015 - Present
Job Director at MBIA
Industry Financial Services
Experience
Private Client Resources June 2015 - Present
MBIA February 1994 - Present
Skills
Securitization, ABS, Corporate Finance, Structured Finance, Bonds, Financial Transactions, Credit Derivatives, Credit, Due Diligence, Fixed Income, Capital Markets, Hedge Funds, Financial Markets, Corporate Governance, Asset Management, Vendor Management, Data Modeling, Financial Services, Securities, Risk Management, SDLC, Financial Modeling, Private Equity, Structured Products, CDO, Financial Risk, Investment Banking, Equities, Financial Analysis, Finance, Project Finance, Alternative Investments, Credit Risk, Investments, Business Analysis, MBS, Valuation, Financial Structuring, Credit Analysis, Internal Controls, Bloomberg, Residential Mortgages, FX Options, Derivatives, Portfolio Management
Education
Central Connecticut State University 1992 — 1994
RHAM High School 1988 — 1991
Private Client Resources June 2015 - Present
MBIA February 1994 - Present
Skills
Securitization, ABS, Corporate Finance, Structured Finance, Bonds, Financial Transactions, Credit Derivatives, Credit, Due Diligence, Fixed Income, Capital Markets, Hedge Funds, Financial Markets, Corporate Governance, Asset Management, Vendor Management, Data Modeling, Financial Services, Securities, Risk Management, SDLC, Financial Modeling, Private Equity, Structured Products, CDO, Financial Risk, Investment Banking, Equities, Financial Analysis, Finance, Project Finance, Alternative Investments, Credit Risk, Investments, Business Analysis, MBS, Valuation, Financial Structuring, Credit Analysis, Internal Controls, Bloomberg, Residential Mortgages, FX Options, Derivatives, Portfolio Management
Education
Central Connecticut State University 1992 — 1994
RHAM High School 1988 — 1991
Frank Amodeo's Private Client Resources Experience May 2005 - Present
Job Electronic Operations Analyst at Private Client Resources
Industry Financial Services
Experience
Private Client Resources May 2005 - Present
Skills
Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Equities, Customer Service, Asset Management, Investments, Hedge Funds, Financial Modeling, Financial Services, Finance
Education
Sacred Heart University 2000 — 2004
Finance, Finance, General
Private Client Resources May 2005 - Present
Skills
Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Equities, Customer Service, Asset Management, Investments, Hedge Funds, Financial Modeling, Financial Services, Finance
Education
Sacred Heart University 2000 — 2004
Finance, Finance, General
Jonathan Shevis's Private Client Resources Experience October 2006 - September 2007
Job Server Systems Manager at Metro Hartford Information Services
Industry Government Administration
Experience
Metro Hartford Information Services January 2008 - Present
ICONMA November 2007 - December 2007
Private Client Resources October 2006 - September 2007
Premiere Networks June 1999 - October 2006
ABN AMRO Sage Corporation February 1998 - June 1999
Skills
ESXi, P2V, Group Policy, Backup Exec, Spam Filtering, Barracuda Spam Filter, SSL Certificates, Managerial, NetApp Filers, Virtualization, VMware, Disaster Recovery, Active Directory, Windows Server, IT Management, Dell PowerEdge Servers, Servers, System Administration, VDI, Server Architecture, Storage Area Networks, High Availability, VMware Infrastructure
Education
University of Sheffield 1995 — 1996
Graduate Diploma, Archaeomaterials
Boston University 1991 — 1995
BA, Archaeological Studies
Metro Hartford Information Services January 2008 - Present
ICONMA November 2007 - December 2007
Private Client Resources October 2006 - September 2007
Premiere Networks June 1999 - October 2006
ABN AMRO Sage Corporation February 1998 - June 1999
Skills
ESXi, P2V, Group Policy, Backup Exec, Spam Filtering, Barracuda Spam Filter, SSL Certificates, Managerial, NetApp Filers, Virtualization, VMware, Disaster Recovery, Active Directory, Windows Server, IT Management, Dell PowerEdge Servers, Servers, System Administration, VDI, Server Architecture, Storage Area Networks, High Availability, VMware Infrastructure
Education
University of Sheffield 1995 — 1996
Graduate Diploma, Archaeomaterials
Boston University 1991 — 1995
BA, Archaeological Studies
Brad Hendrick's Private Client Resources Experience 2005 - 2006
Job Consultant at Nomura
Industry Financial Services
Experience
Nomura June 2009 - Present
SAC Capital May 2007 - May 2009
Private Client Resources 2005 - 2006
Merrill Lynch 1989 - 2004
Chemical Bank 1987 - 1989
Dillon Read Capital Management 1986 - 1987
Skills
Fixed Income, Alternative Investments, Equities, Asset Management, Investments
Education
Bryant University 1978 — 1982
B.S., Finance
Nomura June 2009 - Present
SAC Capital May 2007 - May 2009
Private Client Resources 2005 - 2006
Merrill Lynch 1989 - 2004
Chemical Bank 1987 - 1989
Dillon Read Capital Management 1986 - 1987
Skills
Fixed Income, Alternative Investments, Equities, Asset Management, Investments
Education
Bryant University 1978 — 1982
B.S., Finance
Tiffany Doran's Private Client Resources Experience January 2007 - August 2010
Job Area Sales Manager at Encompass Home Health
Industry Health, Wellness and Fitness
Experience
Encompass Home Health February 2015 - Present
FIORE January 2006 - October 2014
Springs Insurance Brokers Inc June 2013 - June 2014
Tiffany & Co. October 2007 - March 2013
Stone Creek Psychiatry May 2010 - January 2012
Pilates Institute January 2008 - January 2012
Minnetonka Public Schools January 2008 - 2012
Autism Matters April 2010 - September 2010
Private Client Resources January 2007 - August 2010
Ridgeview Medical Center January 2007 - August 2007
Skills
Holistic Health, Therapists, Behavioral Health, Motivational..., Interventions, Client Development, Manage Client..., Sales Management, Ederly, Behavior Modification, Mental Health, Health Promotion, Treatment, Health Education, Self-care, Screenings, Mindfulness, Workplace Health, Applied Behavior..., Self-esteem, Healthy Eating, Psychology, CRM, Management, Marketing, Sales, Public Speaking, Training, Customer Service
Education
Crown College 2002 — 2005
Bachelor's Degree, B.A., Psychology and Counseling, 4.0
Aromatherapy Workshop 1994 — 1994
Aromatherapy & Essential Oils
Regis University
MA Counseling, Counseling
Clay High School
Encompass Home Health February 2015 - Present
FIORE January 2006 - October 2014
Springs Insurance Brokers Inc June 2013 - June 2014
Tiffany & Co. October 2007 - March 2013
Stone Creek Psychiatry May 2010 - January 2012
Pilates Institute January 2008 - January 2012
Minnetonka Public Schools January 2008 - 2012
Autism Matters April 2010 - September 2010
Private Client Resources January 2007 - August 2010
Ridgeview Medical Center January 2007 - August 2007
Skills
Holistic Health, Therapists, Behavioral Health, Motivational..., Interventions, Client Development, Manage Client..., Sales Management, Ederly, Behavior Modification, Mental Health, Health Promotion, Treatment, Health Education, Self-care, Screenings, Mindfulness, Workplace Health, Applied Behavior..., Self-esteem, Healthy Eating, Psychology, CRM, Management, Marketing, Sales, Public Speaking, Training, Customer Service
Education
Crown College 2002 — 2005
Bachelor's Degree, B.A., Psychology and Counseling, 4.0
Aromatherapy Workshop 1994 — 1994
Aromatherapy & Essential Oils
Regis University
MA Counseling, Counseling
Clay High School
Rose Cassandre's Private Client Resources Experience May 2013 - Present
Job Data Services Supervisor at Private Client Resources
Industry Supermarkets
Experience
Private Client Resources May 2013 - Present
Whole Foods Market June 2005 - December 2012
Whole Foods Market January 2005 - December 2012
Whole Foods Market June 2005 - January 2010
Connecticut Haitian Voice July 2007 - September 2007
Macy's November 2004 - August 2005
Macy's November 2004 - August 2005
Skills
Merchandising, Retail, Inventory Management, Planograms, Grocery, Visual Merchandising, Inventory Control, Store Management, Purchasing, Customer Service, Merchandise Planning, Retail Sales, CPFR, Profit, Pricing, Management, Training
Education
University of Bridgeport 2009 — 2012
mba, finance
University of Bridgeport 2009 — 2012
M.B.A, Finance
University of Bridgeport
Master of Business Administration, Finance
Mercy College 2007 — 2009
bachelor, marketing, Spanish
Mercy College 2007 — 2009
BS, Business Administration; Marketing
Mercy College
Bachelor of Sciences Business Administration, Marketing
Norwalk Community College
A.A.S, Marketing
Private Client Resources May 2013 - Present
Whole Foods Market June 2005 - December 2012
Whole Foods Market January 2005 - December 2012
Whole Foods Market June 2005 - January 2010
Connecticut Haitian Voice July 2007 - September 2007
Macy's November 2004 - August 2005
Macy's November 2004 - August 2005
Skills
Merchandising, Retail, Inventory Management, Planograms, Grocery, Visual Merchandising, Inventory Control, Store Management, Purchasing, Customer Service, Merchandise Planning, Retail Sales, CPFR, Profit, Pricing, Management, Training
Education
University of Bridgeport 2009 — 2012
mba, finance
University of Bridgeport 2009 — 2012
M.B.A, Finance
University of Bridgeport
Master of Business Administration, Finance
Mercy College 2007 — 2009
bachelor, marketing, Spanish
Mercy College 2007 — 2009
BS, Business Administration; Marketing
Mercy College
Bachelor of Sciences Business Administration, Marketing
Norwalk Community College
A.A.S, Marketing
Lauren Aupi's Private Client Resources Experience September 2010 - Present
Job Associate, Client Business Services at Private Client Resources
Industry Financial Services
Experience
Private Client Resources September 2010 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Private Client Resources September 2010 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Olena Polyakova's Private Client Resources Experience December 2010 - Present
Job Hedge Fund Accountant at SS@C Technologies Inc/Analyst
Industry
Experience
Private Client Resources December 2010 - Present
Skills
Accounting, Auditing, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Process Improvement
Education
Quinnipiac University 2008 — 2010
Master's degree of Accounting
Private Client Resources December 2010 - Present
Skills
Accounting, Auditing, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Process Improvement
Education
Quinnipiac University 2008 — 2010
Master's degree of Accounting
Donald Berarducci II's Private Client Resources Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
no where May 2011 - Present
Private Client Resources 2008 - 2011
Education
Southern Connecticut State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General, 3.4
no where May 2011 - Present
Private Client Resources 2008 - 2011
Education
Southern Connecticut State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General, 3.4