Prudential-Bache Company
Address: 761 FDR Dr., New York, NY 10292 Phone: (212) 776-3218Category: Website: : Hours: : : : : Place name: : Category: Insurance agency 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Prudential Bache Commodities Posting publicly on the Web Write a review Reviews Be the first to review
Prudential-Bache List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential-Bache. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Prudential-Bache Employees
Manfra Tordella & Brookes, Inc. Corporate Account ManagerBrinks Inc.1999 - 2011
Prudential Bache 2007 - 2008
Republic National Bank 1977 - 1998
Education
Brooklyn College 1972 — 1976
BA, Communication
Midwood High School
Pursuing New Opportunity April 2013 - Present
LexisNexis October 2007 - March 2013
Seisint August 2003 - October 2007
Seisint / Edata.com September 2001 - August 2003
eDATA.com August 1999 - August 2001
Database Technologies July 1994 - August 1999
Catalyst Energy Technologies 1987 - 1994
Salomon Brothers 1986 - 1987
Prudential Bache 1985 - 1986
Young & Rubicam 1983 - 1986
Skills
Managing Events, Team Management, Event Planning, Logistics Management, Coordinating Events, Sales Management, Sales Process, Market Planning, Advertising, B2B Marketing, Delivering ROI, Cold Calling Experience, Project Management, Law Enforcement..., Government, Healthcare Industry, Fraud, Waste and Abuse, Social Media Marketing, Competitive Analysis, Marketing Communications, Media Planning, Office Administration, Microsoft Office, Community Outreach, Product Management, Account Management, Business Development, CRM, Leadership, Marketing Strategy, Product Marketing, Sales, Salesforce.com, Strategy
Education
Baruch College - New York
Computer Science
Pace University-New York
Marketing Finance Certification, Marketing
Kingsborough Community College
Associate of Arts and Sciences (AAS), Computer/Information Technology Administration and Management, College
Miami Coffee Importers Corp. 1989 - Present
Rowland Coffee Roasters / J.M. Smucker Co. 2009 - 2012
MIAMI COFFEE IMPORTERS CORP. 1989 - 2009
Volkhart Bros. N.Y. 1987 - 1989
Prudential Bache 1985 - 1987
Shearson American Express 1980 - 1985
ACLI COFFEE CO. 1978 - 1980
Skills
New Business Development, Strategic Planning, Sales Management, Negotiation, Marketing Strategy, Product Development, Food, Business Strategy, Retail, Contract Negotiation, FMCG, Consumer Products, Purchasing, Supply Chain Management, Marketing, Inventory Management, Cross-functional Team..., Fundraising, Business Planning, Management, Forecasting, Entrepreneurship, Income Statement, Pricing, Competitive Analysis, Sales Operations, Supply Chain, International Business, Key Account Development, Key Account Management, Logistics, P&L Management, Sales, Market Planning, Budgets, Strategy, Export, Coffee, P&L, Team Building, International Trade, National Accounts, B2B, Grocery, Food Industry
Education
Tulane University 1974 — 1978
Bachelor of Arts (B.A.), Economics/Political Science
Campion Jesuit Preparatory 1971 — 1974
College Preparatory
Colegio Centro America 1965 — 1971
HFH Planning Inc. January 1993 - Present
GVCCC 2004 - 2011
FPA NY 2000 - 2006
FPA NY 2000 - 2006
Prudential Bache February 1980 - June 1992
Skills
Insurance, Tax, Financial Planning, Asset Management, Estate Planning, Asset Allocation, Financial Education, Retirement Planning, Wealth Management, Investment Advisory
Education
Indiana University Bloomington 1953 — 1957
BS, Management
Merrill Lynch June 2012 - January 2014
JPMorgan Chase April 2000 - December 2011
JPMorgan Chase, Inc April 2000 - December 2011
No Gum Just Cards, Inc January 1990 - January 2000
Salomon Brothers January 1988 - January 1990
Salomon Brothers, Inc January 1985 - January 1988
Prudential Bache January 1984 - January 1985
Lehman Brothers 1980 - 1983
Skills
Operations Management, Middle Office, Trade Support, Syndications, Client Relations Skills, Maintaining Strong..., Change Management, ADRs, Cross-border..., Equities, Fixed Income, Exchange Connectivity, Staff Development, Staff Management, Project Planning, Compliance, Personal Training, Risk Management, Automation, International, Customer Service, Customer Support, Research, Trading, Series 7, Series 63, Settlement, Investment Banking, Proprietary Trading, Back Office, Global Custody, Derivatives, Prime Brokerage, Hedge Funds, Financial Markets, Bloomberg, Securities, Equity Trading, Trading Systems, FX Options, Options, Electronic Trading, FINRA, Securities Lending, Capital Markets, Equity Derivatives, Swaps, Asset Management, Credit Derivatives, Alternative Investments
Education
Long Island University 1974 — 1978
Bachelor of Arts, Finance
Association of Professional Landscape Designers January 2010 - Present
G3, The Green Gardens Group September 2007 - Present
FLOWER to the PEOPLE, Inc. 1997 - Present
Creative Artists Agency 1995 - 1997
Oppenheimer Co. 1993 - 1995
Prudential Global Capital 1986 - 1991
Prudential Bache 1986 - 1991
Kidder Peabody 1984 - 1986
Skills
Sustainability..., Sustainable Design, Sustainability, Community, Community Engagement, Community Outreach, Community Gardens, Public Speaking, Environmental Consulting, Environmental Education, Stormwater Management, Stormwater, Watershed Management, Low Impact Development, Rainwater Harvesting, Rain Gardens, Rain Maker, Strategic Thinking, Business Strategy, New Business Development, Social Entrepreneurship, Environmental Issues, Environmental..., Motivational Speaking, Engaging Public Speaker, Activism, Workforce Education, Workforce Development, Water Quality, Water Supply, Proposal Writing, Small Business, Adult Education, Storm Water Pollution..., Landscape Design, Water Conservation, Water, Training, California native plants, Garden, Garden Coaching, Garden Design, Horticulture, Sustainable Landscapes, Tree Planting
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Entertainment
University of Pennsylvania 1980 — 1984
BA, Psychology and Organization Design
Mount Penn High School 1976 — 1980
HS
Retired August 2014 - Present
Chicopee Savings Bank April 2004 - August 2014
TD August 1994 - April 2004
Advest, Inc. September 1987 - August 1994
Prudential-Bache September 1985 - September 1987
E.F. Hutton August 1982 - September 1985
Med Care Associates October 1979 - August 1982
Springfield Public Schools September 1972 - October 1979
Skills
Investments, Strategic Planning, Customer Service, Nonprofits, Public Speaking, Coaching, Marketing Strategy, Marketing, Sales, Leadership, Management
Education
Westfield State University 1975 — 1980
Master's degree, Educational Leadership and Administration, General
Boston University 1969 — 1972
"BS", Health and Physical Education/Fitness
Wells Fargo Advisors ,LLC 2013 - Present
Wells Fargo Advisors, LLC January 2008 - January 2013
Wachovia Securities January 2003 - January 2008
Prudential Securities January 1992 - January 2002
Prudential Bache January 1989 - January 1991
Prudential Bache January 1985 - January 1988
Travelers Insurance January 1982 - January 1984
Skills
Investments, Finance, Insurance, Investment Strategies, Financial Advisory, Securities, Financial Services, Bonds, Relationship Management, Financial Risk, Disposition, Asset Allocation, Credit, Sales Management, Wealth Management..., Fixed Annuities, Retirement Planning, Credit Analysis, Portfolio Management, Asset Management
Education
University of Florida 1978 — 1982
Bachelor of Science, Business Administration
Incentives101.com January 2012 - Present
Incentives101.com March 2011 - Present
Net Savings Link (Stock Symbol: NSAV) November 2009 - May 2014
Awards & Incentives January 2002 - January 2010
ASI Incentives Client Sales Incentives 2008 - 2010
Net Maaximizer, Inc. (Stock Symbol: MAAX) January 1999 - January 2002
ASI Incentives June 1992 - February 1999
Passport Internationale, Inc. June 1984 - June 1992
Pantra Marketing, Inc. July 1981 - July 1984
Prudential Bache April 1979 - July 1981
Skills
Leading Provider of..., Mergers, Strategic Partnerships, Corporate Development, Investor Relations, Finance, Business Development, Strategic Planning, Business Strategy, Investments, Capital, New Business Development, Management Consulting, Business Planning, Strategic Consulting, Financial Services, Set Up One of the First..., Set Up One of the First..., Lead Generation, Sales, Management, Advertising, Marketing Strategy, Marketing, Competitive Analysis, Private Equity, Selling, Strategy, Sales Management, Market Research, Online Advertising, Incentives, Mergers & Acquisitions, Corporate Finance, Market Analysis, Negotiation, Social Media Marketing, Due Diligence, International Business, Market Planning, Email Marketing, Marketing Management, Customer Acquisition, Direct Marketing, Coaching, Online Marketing, E-commerce, B2B, Business, CRM
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1974 — 1976
Master of Business Administration (MBA), Finance and Financial Management Services
St. John Fisher College 1972 — 1974
Bachelor of Business Administration (B.B.A.), Economics
Weston Financial Advisors February 2005 - Present
Nova Southeastern University December 2013 - Present
Nova Southeastern University January 2013 - Present
Financial Services Institute February 2013 - Present
Wachovia Securities Financial Network June 2000 - February 2005
Paine Webber May 1994 - June 2000
Merrill Lynch January 1990 - May 1994
Shearson L. December 1988 - January 1990
Prudential Bache October 1986 - December 1988
Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning
Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services
Florida State University
Bachelor of Science (BS), Finance/marketing
Needham & Company, LLC July 1991 - Present
Prudential Bache 1988 - 1991
The First Boston Corporation July 1985 - 1988
Smith Barney Harris Upham July 1976 - July 1985
Skills
Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Venture Capital, Valuation, Investment Banking, Private Equity, Start-ups, Corporate Development, Corporate Finance, IPO, Equities, Capital Markets, Financial Modeling, Private Placements, Business Strategy, Investments, M&A experience, Mergers, Management, Strategy
Education
Harvard Business School 1974 — 1976
MBA, Business
United States Military Academy at West Point 1963 — 1967
B.S., Engineering
Educational Testing Service July 2015 - Present
Watershed Web Design July 2000 - Present
Bank of America Merrill Lynch March 2013 - June 2015
www.orioninc.com March 2012 - March 2013
doughmain.com June 2011 - March 2012
Team Nimbus NJ February 2005 - July 2008
Merrill Lynch 1989 - 2000
Prudential Bache 1988 - 1989
Drexel Burnham Lambert 1984 - 1988
Skills
PHP5, jQuery, Advanced CSS, AJAX, JavaScript, MS SQL Server, MS..., MySQL, MS SQL Server, MS Access, Photoshop, Subversion, Git, Eclipse, Drupal, Joomla, Wordpress, ZenCart, CodeIgniter, Kohana, Google Analytics, PHP, Web Development, CSS, SEO, Integration, WordPress, E-commerce, Microsoft SQL Server, User Experience, Databases
Education
Bennington College 1976 — 1980
BA
Riverdale Country School 1970 — 1976
HIgh School
YachtCharter.com and Atlantis Yacht Charters August 1993 - Present
Charles Schwab June 1986 - September 1992
Prudential Bache June 1985 - August 1986
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking
Education
New York University, Stern School of Business 1984 — 1985
Columbia University in the City of New York 1980 — 1984
BS, Economics
Briggs Freeman Sotheby's International Realty February 1998 - Present
Briggs Freeman Sotheby's International Realty March 2006 - August 2011
Donaldson, Lufkin & Jenrette January 1990 - February 1998
Prudential Bache January 1995 - January 1997
Skills
Real Estate, Relocation, Sellers, First Time Home Buyers, Residential Homes, Investment Properties, Real Estate Transactions, Short Sales, Single Family Homes, Luxury, Negotiation, Condos, Buyer Representation, Investors, Escrow, Contract Negotiation, REO, New Home Sales, Selling, Listings, Townhomes
Education
Dallas Baptist University 1990 — 1994
Business Administration
Grey House LLC 2012 - Present
Energy Intelligence Group 1998 - Present
Hong Kong Mercantile Exchange 2009 - July 2012
Grey House 2000 - 2009
National Committee on U.S.-China Relations 1993 - 2000
New York Mercantile Exchange (NYMEX) 1991 - 2000
International Precious Metals Institute 1994 - 1997
The Helmig Corp/Energex 1983 - 1995
Prudential Bache 1982 - 1983
Helmig & Co. Inc. 1975 - 1982
Skills
FX Options, Commodity, Energy, Trading, Mergers, Risk Management, Hedging, Commodity Markets, Risk Arbitrage, Business Strategy, Options, Financial Markets, Trading Strategies, Finance, Trading Systems, Energy Markets, Financial Services, Economics, Start-ups, Electronic Trading, Proprietary Trading, Technical Analysis, Mergers & Acquisitions, Strategy, Derivatives, Equity Trading, Hedge Funds, Valuation, Emerging Markets, Natural Gas, Market Data, Equities, Securities, Investment Banking, Alternative Investments, FX trading, Bloomberg, Fixed Income, Asset Management, Equity Derivatives, Portfolio Management, Structured Products, Currency, Financial Structuring, Capital Markets, Investments, Bonds, Banking, Project Finance, Private Equity
Education
Philadelphia University 1969 — 1973
BS, Degrees in Finance and Economics
Affiliated Consultants, LLC July 2006 - July 2013
Prudential Financial January 1993 - September 2004
Prudential Securities May 1986 - December 1992
Prudential Bache December 1985 - April 1986
Skills
Data Entry, Proofreading, Administration, Documentation, Writing, Excel, Microsoft Office, Editing, Word, PowerPoint, Software Documentation, Microsoft Excel, System Administration, Training, Management
Education
DeVry College of New York 2005 — 2009
Bachelor of Professional Studies, Business Administration
Harry & David Holdings, Inc. June 2004 - Present
Wasserstein & Company 2001 - 2004
Wasserstein Perella & Co. 1997 - 2001
Wasserstein Perella & Co., Inc. 1997 - 1998
EXOR America 1994 - 1997
EXOR America 1990 - 1994
Salomon Brothers Inc. 1987 - 1990
Prudential-Bache 1983 - 1985
Cranbrook School 1980 - 1983
Education
University of Virginia Darden School of Business
MBA, Business
Princeton University 1976 — 1980
BA, English
Montgomery Animal Hospital November 2009 - Present
Ethicon Endosurgery June 2009 - July 2009
Veterinary Emgergency Clinic Winston Salem, NC 1994 - 1997
Prudential Bache 1987 - 1990
Skills
Veterinary Medicine, Surgery, Pets, Dogs, Animal Welfare, Animal Nutrition, Animal Behavior, Animal Husbandry, Animal Work, Client Education, Veterinary, Customer Service, Anesthesia, Microsoft Office, Vaccines, Radiology
Education
University of Cincinnati-Raymond Walters College 2008 — 2009
Associates of Applied Science, Veterinary Technology
Appalachian State University 1990 — 1993
Biology/Biological Sciences, General
Crestwood Midstream Partners LP July 2015 - Present
Crestwood Midstream Partners LP January 2014 - June 2015
BOZICH Construction, Inc. August 2013 - December 2013
Louis Dreyfus Commodities January 2013 - August 2013
Louis Dreyfus Commodities May 2012 - December 2012
PAMP August 2011 - September 2011
BASF Intertrade July 2011 - August 2011
Prudential Bache June 2010 - August 2010
BASF June 2009 - August 2009
Nike September 2007 - July 2008
Skills
Risk Management, Commodity, Management, Trading, Analysis, Investments, Access, Microsoft Excel, Commodity Markets, Procurement, Research, Energy, Banking, Editing, Financial Analysis, Valuation
Education
University of Puget Sound 2008 — 2012
BA, Business Administration
Princeton High School 2004 — 2008
Hoegh Autoliners May 2014 - Present
Hoegh Autoliners March 2013 - May 2014
Jersey Shore Yacht Services 2010 - 2012
General Maritime Management LLC 2010 - 2011
Prudential-Bache 2009 - 2009
Skills
Supply Chain Management, New Business Development, Customer Service, Business Strategy, Strategic Planning, Management, Negotiation, Forecasting, Change Management, Management Consulting, Budgets, Logistics, Business Planning, Cross-functional Team..., Microsoft Excel, Supply Chain, Risk Management, Business Development, Microsoft Office, Market Research, Financial Analysis, Account Management, Sales, Operations Management, Leadership
Education
State University of New York Maritime College 2006 — 2012
Bachelor of Science (BS), International Trade and Transportation
Clerk & Comptroller, Palm Beach County March 2013 - Present
Tyco International June 2012 - February 2013
Clerk & Comptroller of Palm Beach County May 2006 - July 2012
Prudential Bache 1984 - 1987
Education
Pace University 1981 — 1986
Bachelor of Science, Computer Science
Piper7Media February 2014 - Present
Reel Matters April 2011 - December 2013
New Castle Media Center February 2001 - June 2013
Grantworks June 1997 - July 2006
American Jewish Committee April 1996 - June 1998
Prudential-Bache September 1987 - June 1989
Kaye, Scholer LLP September 1984 - September 1987
Skills
Editing, Social Media, Production, Publicity, Video Production, Digital Media, Non-profits, Film, Final Cut Pro, Film Production, Documentaries, Television, Nonprofits, Publishing, Marketing, Short Films, Video Editing, New Media, Storytelling, Producing, Multimedia, Broadcast, Videography, Commercials, Video, Post Production
Education
Benjamin N. Cardozo School of Law, Yeshiva University
LLB
Boston University
BA, Art History
WFG, Inc. March 2006 - Present
Savoir Financial Advisory 2002 - 2006
Advantage Capital Corporation 1991 - 1996
J. C. Bradford & Co. Members NYSE 1989 - 1991
Prudential Bache 1978 - 1980
E F Hutton & Co. Members NYSE 1972 - 1978
Skills
Microsoft Office, Spreadsheets, Public Speaking, Financial Planning, Investments, Asset Management, Retirement Planning, Strategic Financial..., Mentoring, Derivatives, Finance, Portfolio Management, Financial Advisory, Wealth, Securities, Financial Planners, Strategy, FINRA
Education
Georgia State University - J. Mack Robinson College of Business 1968 — 2013
BBA, Marketing
Sewanee-The University of the South 2005 — 2009
Theology, Education for Ministry EFM
University of West Georgia 1976 — 1978
Graduate, Psychology/Counseling
College for Financial Planning 1973 — 1975
CFP, Financial Planning
New York Institute of Finance 1972 — 1973
NYSE, Finance
Arkansas Teacher Retirement System August 2009 - Present
Jerry Meyer Properties, LLC January 1994 - Present
Prudential Bache 1987 - 1989
Skills
Real Estate, Brokerage, Real Estate Transactions, Real Estate Economics, Investors, Investment Properties, Leases, Property Management, Real Estate Development, Foreclosures, Corporate Real Estate, Asset Managment, Investments, REO, Sellers, Disposition, Commercial Real Estate, Hedge Funds
Education
University of Arkansas at Little Rock 1981 — 1985
BBA Finance, Real Estate Finance
El Camino Jr. College 1980 — 1981
Undergraduate, General studies
Michigan CAT November 2012 - Present
Oak Adaptive March 2000 - November 2012
BDO Seidman, LLP 1998 - 2000
Peregrine, Inc. January 1997 - June 1998
Lucas Varity Kelsey Hayes 1996 - 1998
Michigan Caterpillar 1986 - 1993
Prudential Bache 1986 - 1988
Skills
Process Improvement, ERP, Business Intelligence, Contract Negotiation, Leadership, Strategic Planning, Negotiation, HTML, Accounting, Financial Analysis, Financial Reporting, Project Management, Budget, Enterprise Software, Auditing, Risk Management, Change Management, Banking, Integration, Budgets, Operations Management
Education
Cleary University 1985 — 1989
BBS, Accounting
Escanaba High School 1979 — 1982
High school diploma
UBS February 2013 - Present
Smith Barney/ Morgan Stanley June 1991 - February 2013
Prudential Bache January 1979 - June 1991
Federal Reserve Bank of Miami March 1977 - January 1979
Education
Wake Forest University 1972 — 1975
Bachelor of Science (BS), Business/Commerce, General
Stetson University
Master of Business Administration (MBA), Finance, General
RBM Capital Group May 2012 - September 2013
The Financial Advisor's Network July 1999 - November 2010
DEAN WITTER REYNOLDS INC. (MORGAN STANLEY) September 1992 - May 1999
SMITH BARNEY, HARRIS UPHAM AND CO. January 1989 - September 1992
PRUDENTIAL BACHE April 1984 - January 1989
Skills
Securities, Equities, Bonds, Investments, Mergers & Acquisitions, Venture Capital, Asset Management, Portfolio Management, Wealth Management, Private Placements, Equity Capital Markets, Financial Services, Finance, Secondary Offerings, syndicate offerings, IPO
Education
Pace University - Lubin School of Business
International Business Administration, International Business
HighGround Trading LLC December 2012 - Present
ABN AMRO Clearing Chicago LLC June 2009 - December 2012
Prudential Bache January 2000 - June 2009
Smith Barney October 1984 - January 2000
Conti Commodities ( Division of Continental Grain Company ) April 1974 - October 1984
Skills
Hedging, Trading, Options, Options Strategies, Risk Management, Option Pricing Models, Energy, Softs, Agriculture, Foreign Exchange, Interest Rate Risk..., Financial Markets, Lines Of Credit, Banking, Fixed Income, Derivatives, Hedge Funds, Trading Systems, Commodity, Strategic Planning, Financial Analysis, Data Analysis, Forecasting
Education
Southern Illinois University, Carbondale
Snow Capital Management L.P. 2001 - Present
Quick & Reilly 1988 - 2001
Prudential-Bache 1986 - 1988
Skills
Organizational..., Business Relationship..., Sales Presentations
Education
Fairfield University 1982 — 1986
BS, Business
Quest Diagnostics 2001 - Present
Digineer 1997 - 2001
Champion Paper December 1996 - January 1997
Community Mutual Insurance Co. 1994 - 1996
American Family Insurance 1992 - 1994
Prudential-Bache 1990 - 1992
EDS 1988 - 1990
Financial Planning Services, Inc. 1986 - 1988
Skills
Software Development, Agile Methodologies, Java, Objective-C, Mobile Applications, JSON, SQL, Scrum, Oracle, Web Applications, Weblogic, JavaScript, XML, REST, Spring, iOS development, Software Engineering, C++, Team Leadership, SOA, Git, Web Services, SDLC, Xcode, iPhone, Python, User Experience, Android, Java Enterprise Edition, Full SDLC, Apple iOS, iPhone development, Cocoa, Application Development, Mobile, Core Data, Oracle SQL, Mobile Architecture, App Store, Core Animation, Swift, Test Driven Development, Test Automation
Education
University of Cincinnati 1995 — 1996
Computer Science
NYU 1990 — 1990
Computer Science
University of Wisconsin-Madison 1982 — 1986
BA, Philosophy, English, Computer Science
William & Mary 1982 — 1982
Literature
University of Maryland 1981 — 1982
Mathematics
Lisa Cocuzza Public Relations January 2005 - Present
Self Employed, Consulting August 2001 - Present
Arbitrator for NFA and FINRA April 1998 - Present
KMH Energy President April 1998 - August 2001
Prudential Bache March 1987 - April 1998
LF Rothschild, Unterberg, Towbin 1984 - 1986
Skills
SEC reporting, Management Consulting, Trading, Trade Shows, International Trade, International Marketing, International Sales, Social Media, Television, Team Management, Account Management, Clearing, Arbitration, Arbitrage, Hosting, Radio Host, Beauty, Modeling, Blogging, Corporate Events, Event Management, Energy Trading, oil deliveries, Compliance, Compliance Management, Direct Marketing, Commodity, Hedging, Risk Management, Marketing, Public Relations, Management, Market Research, Press Releases, Portfolio Management, Energy, Options, Trading Strategies, Finance, FX Options, Trading Systems, Natural Gas, Hedge Funds, Securities, Entrepreneurship, Start-ups, Due Diligence, Financial Markets, Foreign Exchange, Market Analysis
Education
University of Massachusetts, Amherst 1979 — 1984
Bachelor of Science (BS), Microbiology and also in Chemistry
Winnacunnet High School
Harvard Business School August 2012 - Present
The Charles River Center (formerly Charles River ARC) May 2008 - Present
Merrill Lynch October 1999 - July 2001
Harvard Business School September 1990 - January 1999
Bain & Company 1988 - 1990
Prudential-Bache 1985 - 1987
Skills
Community Outreach, Entrepreneurship, Finance, Financial Services, Fundraising, Management, Nonprofits, Project Management, Public Speaking, Strategic Planning, Strategy, Venture Capital, Research
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA), General Management
Princeton University 1981 — 1985
AB, Economics
Wells Fargo Advisors, LLC 2007 - Present
A.G. Edwards April 1985 - November 2007
Prudential Bache 1979 - 1985
Merrill Lynch 1975 - 1979
Skills
Financial Guidance, 401k Rollovers, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Stock Analysis, Financial Advisory, Financial Analysis, Tax-Efficient Strategies, Wealth Preservation..., Retirement Savings
Education
Central Michigan University 1969 — 1970
Master of Business Administration (MBA), Finance
Central Michigan University 1965 — 1970
Bachelor of Science (BS), Busines Administration in Marketing and Minor in Economics
The Valais Group May 2014 - Present
PwC March 2011 - February 2014
Waypoint Capital Management November 2010 - April 2011
Prudential Bache April 2009 - July 2010
Deutsche Bank September 2007 - December 2007
Deutsche Bank June 2007 - August 2007
Newedge May 2006 - August 2006
Newedge December 2005 - January 2006
Newedge June 2005 - August 2005
Skills
FX Options, Capital Markets, Prime Brokerage, Banking, Foreign Exchange, Financial Analysis, Derivatives, Risk Management, Investment Banking, Valuation, CDS, Hedge Funds, Equities, Trading, Financial Modeling, Fixed Income, Commodity, Commodity Markets, Commodity Risk..., VAR, Energy, Oil & Gas, Trading Systems, FX Trading, Trading Strategies, Futures Trading, Trading System, Marketing, Marketing Strategy, Social Media Marketing
Education
Hamilton College 2004 — 2008
B.A., World Politics, Japanese, Economics
Syosset High School
Temple University Japan
Wachovia Securities 2004 - 2007
Prudential Securities 1987 - 2004
Prudential Financial 1987 - 2004
Prudential-Bache 1987 - 1989
Cowen & Co 1981 - 1987
Skills
Analysis, Securities, FINRA, Organization, Series 7, Series 63, Series 24, Wealth Management, AML, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Investment Advisory, Financial Services, Asset Management
Education
State University of New York College at Cortland
Pershing, a BNY Mellon company October 2004 - Present
RBC July 1998 - October 2004
Morgan Stanley October 1993 - July 1998
Prudential Bache December 1987 - October 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Financial Services, Fixed Income, Investments, Retirement Planning, Series 7, Series 63, Trading
Education
Shippensburg University of Pennsylvania
Webb Properties, Inc. February 1989 - Present
Federal Land Bank August 1987 - February 1989
Prudential Bache May 1986 - August 1986
Skills
Investment Properties, Brokerage, Real Estate, Sellers, CCIM, Real Estate Transactions, REO, Investors, Real Estate Development, Disposition, Listings, Property Management, Buyer Representation, Contract Negotiation, Negotiation, Property, Location Intelligence, Foreclosures, Tenant, Condos, Short Sales, Leases, Commercial Real Estate, Land Acquisition, Real Property, 1031 Exchanges, Real Estate Economics, Corporate Real Estate, Relocation, Landlords, Shopping Centers, Single Family Homes, Real Estate Financing, New Home Sales, Appraisals, First Time Home Buyers, Lease Administration, Apartments, Lease Negotiations, Land Development, Income Properties, Tenant Representation, Selling, Seller Representation, Commercial Real Estate..., Dispositions, Sales
Education
The University of Georgia 1983 — 1987
Economics, Agriculture
Brevard College 1981 — 1983
Undergraduate, Forest
CCIM
SBDC
Supply Chain Market Research LLC June 2013 - Present
JG Capital June 2013 - November 2014
SCR LLC December 2012 - June 2013
Avian Securities August 2004 - December 2012
CWH Associates April 1995 - July 2004
Abrams Investment Partners March 1990 - March 1995
LF Rothschild 1985 - 1988
Prudential - Bache 1983 - 1985
DQ Securities 1981 - 1983
Sigma sound Studios 1978 - 1981
Skills
Hedge Funds, Equity Research, Portfolio Management, Equity Valuation, Financial Modeling, Alternative Investments, OLED, Finance, Trading, Analysis, Valuation, Bloomberg, Market Neutral PM, Product Analysis, Private Equity, Competitive Analysis
Education
Antioch College 1968 — 1972
Antioch College 1968 — 1972
Antioch University 1968 — 1972
Great Neck North Senior High 1964 — 1968
Catalyst Mutual Funds December 2014 - Present
Weller, Anderson, & Co., Ltd. April 2008 - January 2013
Pali Capital August 2007 - January 2009
Various Wall Street Firms October 1986 - December 2008
WorldVest Capital Markets 2006 - 2008
Prime Development and Construction Management Co. January 1997 - August 1999
Prime Construction Management October 1996 - December 1997
Prudential Bache 1987 - 1989
Skills
Brokerage, Securitization, Microsoft Excel, Fixed Income, Financial Modeling, Asset Managment, ABS, Private Equity, Residential Mortgages, Structured Products, Due Diligence, Mortgage Lending, Strategic Planning, Trading, Capital Markets, Sales, CMBS, Investments, Real Estate, Asset Management, Negotiation, Management
Education
Michigan State University 1973 — 1977
Bachelor of Science (B.S.), Physiology / Business
Compass Financial, A financial advisory practice of Ameriprise Financial Services, Inc. October 2014 - Present
Janney Montgomery Scott LLC February 2000 - September 2014
Prudential Securities 1989 - 2000
Wachovia Securities 1989 - 2000
Home Port Agency 1987 - 1989
Prudential-Bache 1985 - 1989
Education
Stockton University 1989 — 2001
ACCC 1988 — 1989
Transferred, Business Administration
Holy Spirit High School 1981 — 1985
Prudential Bache October 2009 - June 2011
RBC Capital Markets May 2004 - October 2009
Carlin Financial Group 2004 - 2006
Skills
Marketing
Education
New York University 2007 — 2008
Professional Certificate
University of Florida 2001 — 2003
Bachelor of Arts
University of Miami 1998 — 2000
n/a
Westminster Academy
Fiserv September 2002 - Present
AETEA Information Technology April 2002 - September 2002
Prudential Securities March 2001 - November 2001
The Bank of New York May 1993 - March 2001
Bankers Trust February 1990 - April 1993
Prudential-Bache May 1988 - January 1990
Skills
Business Analysis, Fixed Income, Financial Services, Portfolio Management, Mutual Funds, Relationship Management, SDLC, Process Improvement, Banking, Analysis, Business Requirements, Investments, Requirements Gathering, Securities, Vendor Management, Risk Management, Wealth Management, Trading, Asset Management, Equities, Financial Markets, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
M & M Lampell July 1990 - Present
Kyle Securities May 1986 - February 1989
Morgan Grenfell (Australia) 1988 - 1989
Bache Cortiss & Carr October 1984 - June 1986
Prudential Bache May 1975 - October 1984
Skills
Insurance, Customer Service, Strategic Planning, Risk Management, Business Analysis, Health Insurance, Management, Sales, Team Building, Employee Benefits, Financial Analysis, Corporate Finance, Financial Risk, takeover defense, Derivatives, Equity Derivatives, Indexed Annuities, Fixed Annuities, Equities, Leadership, Mutual Funds, Small Business, Investment Banking, Health Savings Accounts
Education
City University of New York City College 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Prudential Vice PresidentPrudential Financial1987 - Present
Prudential-Bache 1991 - 2007
Skills
Management, Vendor Management, SDLC, Project Management, Requirements Analysis, IT Strategy, Business Analysis, Disaster Recovery, Negotiation, IT Management, Enterprise Architecture, Operations Management
Education
Pace University 1983 — 1987
Beck Investment Management, LLC April 2007 - Present
Sand Hill Advisors, now Sand Hill Global Advisors October 2004 - April 2007
Woodside Asset Management now part of Osborne Partners January 2001 - October 2004
myCFO now part of Harris Company 2000 - 2001
Self-employed May 1994 - October 2000
Texas Commerce Bank, now JPMorgan August 1987 - April 1994
Commonwealth Savings June 1985 - August 1987
Prudential Bache January 1980 - June 1985
Skills
Investments, Portfolio Management, Equities, Strategic Financial..., Financial Advisory, Bonds, Management, Wealth, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management, Asset Management, Retirement Planning, Financial Planning, Investment Advisory, Securities, Investment Management
Education
Trinity College-Hartford
Bachelor of Arts (BA)
PNC Financial Services April 2012 - June 2014
Independent Risk Management / Audit Professional January 2009 - April 2012
Consult USA, LLC March 2010 - March 2012
Bank of New York Mellon January 2006 - January 2009
Bank of New York Mellon 2009 - 2009
Mellon Financial Corp 2003 - 2005
Mellon Financial Corp. 2001 - 2003
Mellon Financial Corp 1996 - 2001
Swiss Bank Corporation 1989 - 1996
Prudential Bache 1987 - 1989
Skills
Internal Controls, Financial Analysis, Internal Audit, Business Continuity, Process Improvement, Auditing, Sarbanes-Oxley Act, Risk Management, Finance, Enterprise Risk..., Financial Services, Portfolio Management, Mergers & Acquisitions, Analysis, Financial Risk
Education
Edinboro University of Pennsylvania
North Allegheny
North Allegheny
North Allegheny
North Allegheny
North Allegheny
HSBC October 2006 - Present
Tidewater First Financial August 1990 - October 1992
Prudential Bache June 1989 - July 1990
Education
Regent University 1998 — 1999
Education, Non-Profit Management
Old Dominion University 1981 — 1983
B.A., Business Adiministration
Tidewater Community College 1978 — 1981
Associates, Science and Business Admin.
RD Labradors May 2010 - Present
Morgan Stanley Smith Barney June 1989 - June 1995
First Boston Corporation March 1987 - March 1989
Prudential Bache November 1984 - March 1989
Skills
Social Media, Non-profits, Public Speaking, Event Planning, Marketing Strategy, Negotiation, Teaching, Event Management, Fundraising, Advertising, Curriculum Development, Public Relations, Curriculum Design, Sales
Education
Colgate University 1976 — 1980
BA, Math/music
Raymond James May 1991 - Present
Prudential Bache March 1987 - May 1991
Dean Witter January 1983 - March 1987
Attaway Furniture mfg. 1978 - 1982
Laural furniture mfg. 1977 - 1979
Jackson mfg., Cleveland Chair, Hammary Table 1974 - 1977
U.S. Army October 1968 - September 1970
Skills
Securities, Series 7, Wealth Management, Series 63, Financial Advisory, Asset Allocation, Estate Planning, Retirement, Investment Strategies, Mutual Funds, Asset Management
Education
University of Tennessee-Knoxville - College of Business Administration 1967 — 1973
B.S., accounting, economics, marketing
Coach Realtors May 1990 - Present
Bear Stearns 1983 - 1985
Prudential Bache 1980 - 1983
Skills
First Time Home Buyers, Real Estate, Investment Properties, Sellers, Condos, New Home Sales, Buyer Representation, Residential Homes, Relocation, Listings, Short Sales, Seniors, Real Property, Real Estate Transactions, Single Family Homes, Buyers, Foreclosures, Referrals, Townhomes, REO, Microsoft Office, Commercial Real Estate, Relocation Buyers, Waterfront, Senior Real Estate, Move Up Buyers, Seller Representation
Education
New York Institute of Technology 1978 — 1983
Business
Adelphi University
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
Jefferies Bache, LLC. July 2011 - June 2015
Prudential Bache September 2000 - July 2011
Education
State University of New York College at Oneonta 1995 — 1998
Hauppauge High School 1989 — 1992
Morgan Stanley February 2003 - Present
RBC Dain Rauscher August 1993 - October 2001
Prudential Bache August 1990 - August 1993
Education
University of Washington 1991 — 1992
The University of Montana 1983 — 1985
Alexandria Capital April 2015 - Present
TBP Advisors Ltd October 1998 - March 2015
Parker Global Strategies January 1996 - September 1998
RXR 1986 - 1995
Prudential Bache 1985 - 1986
Merrill Lynch Futures 1983 - 1985
Skills
Financial Analysis, Asset Managment, Hedge Funds, Equities, Investments, Alternative Investments, Partnership Accounting, Compliance, Financial Reporting, Strategic Financial..., Risk Management, Due Diligence, Mergers, Portfolio Management, Valuation, Private Equity, Internal Controls, Derivatives, Auditing, General Ledger, Accounting, Financial Accounting, GAAP, Finance, Investor Relations, Account Reconciliation, Sarbanes-Oxley Act, Financial Services, Asset Management, Mergers & Acquisitions, Analysis, Cash Flow, Forecasting, Securities, Fund Accounting, SEC filings, Cost Accounting, Fixed Income, Investment Management, Financial Risk, Mutual Funds, Treasury Management, Cash Management, Bloomberg, Commodity, Corporate Finance, Financial Modeling, Bonds, Investment Strategies, Options
Education
Pace University 1988 — 1994
Accounting
University of Connecticut 1986 — 1988
Accounting
University of Bridgeport 1981 — 1983
MS, Psychology
West Liberty State College 1978 — 1981
B.S., Social Work
P. Schoenfeld Asset Management LP July 2010 - Present
GSO Capital July 2007 - June 2010
Morgan Stanley January 1994 - January 2007
Wasserstein Perella - Grantchester Securities June 1989 - January 1994
Prudential Bache February 1988 - June 1989
LF Rothschild April 1986 - February 1988
Kidder Peabody June 1984 - April 1986
Education
University of Pennsylvania 1980 — 1984
BS of Economics, Finance and Accounting
Pruett Builders,Inc. 1990 - 2009
Prudential-Bache 1983 - 1991
Skills
Negotiation, Team Building, Strategic Planning, Customer Service, Public Speaking
Education
University of South Florida 1977 — 1980
B.S., Marketing and Finance
Federal Reserve Bank of Richmond July 2013 - Present
Federal Reserve Bank of Richmond 1986 - July 2013
Merrill Lynch 1985 - 1986
Prudential Bache 1981 - 1985
Merrill Lynch 1977 - 1981
US Army 1973 - 1977
Skills
Credit Risk, Bank performance..., financial regulation, Project Management, Financial Risk, Credit Analysis, Banking, Risk Management, Financial Institutions, Operational Risk, AML, Financial Analysis, Risk Assessment, Retail Banking, Enterprise Risk..., Credit, Commercial Banking, Loans, Commercial Lending, Market Risk, Liquidity Risk, Capital Markets, Interest Rate Risk..., Mortgage Lending, Financial Regulation, Bank Secrecy Act, ALM, Financial Services, Banking Law
Education
University of North Carolina at Chapel Hill 1971 — 1972
Virginia Military Institute 1967 — 1971
BA
Core Molding Technologies April 1996 - Present
Hellmold&Co., LLC 2005 - 2012
Columbia University School of International and Public Affairs January 1996 - August 2010
Edelbrock Corporation January 1999 - December 2004
AHL Shipping Company January 1996 - June 2004
Hellmold Associates, Inc 1990 - 2004
International Aircraft Investors January 1998 - December 2002
Prudential-Bache 1987 - 1990
Lehman Brothers, Inc 1971 - 1987
Skills
Restructuring, Strategic Planning, Mergers, Financial Modeling, Venture Capital, Due Diligence, Corporate Finance, Budgets, Business Valuation, Start-ups, Financial Analysis, Forecasting, Finance, Investment Banking, Investments, Mergers & Acquisitions, New Business Development, Management, Strategy
Education
Columbia University - School of International and Public Affairs 1963 — 1965
MIA, International Relations
Harvard University 1958 — 1962
AB, mcl, Government/Int'l Relations
Coach Realtors May 1990 - Present
Prudential Bache 1980 - 1983
Education
New York Institute of Technology 1978 — 1985
Business
Meritage Properties September 2011 - Present
Crown Media Holdings 2002 - 2011
Loews Cineplex Entertainment November 1997 - September 2003
Sony Retail Entertainment May 1994 - December 1997
Sony Pictures Entertainment March 1990 - May 1994
Prudential Bache January 1988 - March 1990
Smith Barney 1985 - 1988
Education
Albert Einstein College of Medicine of Yeshiva University 1982 — 1984
Master of Science (MS), Molecular Biology
University of Pennsylvania 1978 — 1982
BA
Ovid Capital Advisors January 2013 - October 2014
Christofferson Robb & Company April 2003 - March 2012
Bear Stearns April 1998 - April 2003
Vice President January 1997 - January 1998
Lehman Brothers 1991 - 1995
Bain & Company 1989 - 1991
Prudential Bache 1988 - 1990
E.F Hutton 1985 - 1988
Skills
Fixed Income, Structured Finance, Derivatives, Valuation, Capital Markets, ABS, Venture Capital, Investment Banking, Private Equity, Structured Products, Financial Structuring, Trading, Alternative Investments, Emerging Markets, Asset Management, Hedge Funds, Investments, Portfolio Management, Equities, Risk Management, Securities, Financial Risk, Banking, Management, Credit Risk
Education
smithtown hs east
General Assembly 2015 — 2015
Certificate in Data Science, Data Science
Cornell University 1980 — 1984
Bachelor of Science, Physics
NYU 1992 — 1992
CME Group August 2010 - Present
Lehman Brothers December 2005 - April 2008
Prudential Bache February 2004 - December 2005
Education
Niagara University 1976 — 1980
Bachelor of Science, Banking, Corporate, Finance, and Securities Law
Jefferies LLC July 2008 - Present
Prudential Bache July 2008 - July 2011
Prudential Securities Inc. 2001 - 2004
Skills
Information Security, Financial Applications, Security Administration, Information Technology, Sarbanes-Oxley Act, Security, Risk Management, IT Management, Identity Management
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1993
Bachelor of Arts (B.A.), Psychology
U.S. Postal Service March 1985 - Present
US Postal Service March 1985 - September 2013
Prudential Bache 1983 - 1985
Skills
Supervising
Education
Queensborough Community College 1979 — 1982
Associate's degree, Business, Management, Marketing, and Related Support Services
MBH Creative Enterprises January 2008 - Present
Money-Media January 2002 - 2008
Money-Media January 1996 - 2000
Fund World January 1992 - 1996
Prudential-Bache January 1984 - January 1992
Group W Cable January 1980 - 1984
John Carl Warnecke & Associates, Architects January 1973 - January 1979
Skills
Newsletters, Editing, Marketing, Management, Public Relations
Education
Manhattanville College 1968 — 1972
Bachelor's degree, English Language and Literature/Letters