Prudential Securities
Industry: Bank
DescriptionPrudential Securities, also formerly known as Prudential Securities Incorporated, was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank. Headquarters: New York City, New York, United States Founded: 1981 Ceased operations: 2003 Parent organization: Prudential Financial Subsidiaries: Prudential-Bache Securities (Belgium) Inc., Prudential Mutual Fund Management, Inc. Predecessors: Bache & Co., Prudential Securities
Prudential Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Prudential Securities Employees
Employee
Years
Job
Industry
Jeff Binkley Jeff Binkley's Prudential Securities Experience 1993 - 1995
Job Founder and Managing Director
Industry Investment Management
Experience
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Leadership Hendricks County December 2011 - Present
Binkley Wealth Management Group October 2010 - Present
Avon Optimists Club October 2010 - Present
Hendricks County Arts Council January 2010 - Present
Hendricks County Community Foundation October 2010 - August 2012
Edward Jones 2008 - October 2010
Charles Schwab & Company 1995 - 2008
Prudential Securities 1993 - 1995
Skills
Public Speaking, Creative Writer, ETFs, Series 7, Small Business, Insurance, Retirement Planning, Strategic Financial..., Fixed Annuities, Long-term Care, Portfolio Management, Mutual Funds, Retirement, Wealth Management, Leadership, Investments, Financial Advisory, Financial Services, Management, CRM, Finance, Asset Management, Selling, Nonprofits, Board of Directors, Board Development, Fundraising, Community Foundations, Visual Arts, Performing Arts, Music Performance, Life Insurance, Employee Benefits, Program Management, Series 63, Entrepreneurship, Investment Strategies, Asset Allocation, Investment Advisory, Term Life Insurance, Disability Insurance, 401k, Securities, Estate Planning, IRAs, Funding, FINRA, Options, Health Insurance, Mortgage Lending
Education
ITT Technical Institute 1997 — 1999
MS, Project Management
Ball State University 1985 — 1989
BS, Music Education
Tatiana Wells Tatiana Wells's Prudential Securities Experience February 1989 - March 1991
Job Aflac Insurance Company
Industry Insurance
Experience
Aflac December 2011 - Present
West Contra Costa Unified School District June 2004 - January 2012
Prudential Securities February 1989 - March 1991
Shearson Lehman Brothers January 1987 - February 1989
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Research, ESL, Public Speaking, Educational Leadership, English, Higher Education, Program Development, Community Outreach, Academia, Program Evaluation, Editing, Instructional Design, Teacher Training, Fundraising, K-12, Educational Technology, Coaching, Team Building, Lesson Planning, Literacy, Microsoft Word, Teaching English as a..., Classroom Management, Workshop Facilitation, Special Education, Leadership, Student Affairs, Conflict Resolution, Leadership Development, Academic Writing, Elementary Education, Social Sciences, E-Learning, Customer Service, Career Counseling, Strategic Planning, Event Planning, Spanish, PowerPoint, Training, Microsoft Excel, Microsoft Office, Program Management, Volunteer Management, Management
Education
American University
Master of Arts (M.A.), International Relations and Affairs
UC Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Aflac December 2011 - Present
West Contra Costa Unified School District June 2004 - January 2012
Prudential Securities February 1989 - March 1991
Shearson Lehman Brothers January 1987 - February 1989
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Research, ESL, Public Speaking, Educational Leadership, English, Higher Education, Program Development, Community Outreach, Academia, Program Evaluation, Editing, Instructional Design, Teacher Training, Fundraising, K-12, Educational Technology, Coaching, Team Building, Lesson Planning, Literacy, Microsoft Word, Teaching English as a..., Classroom Management, Workshop Facilitation, Special Education, Leadership, Student Affairs, Conflict Resolution, Leadership Development, Academic Writing, Elementary Education, Social Sciences, E-Learning, Customer Service, Career Counseling, Strategic Planning, Event Planning, Spanish, PowerPoint, Training, Microsoft Excel, Microsoft Office, Program Management, Volunteer Management, Management
Education
American University
Master of Arts (M.A.), International Relations and Affairs
UC Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Denise Rayve Denise Rayve's Prudential Securities Experience January 1992 - August 2002
Job Senior Vice President Regional Wealth Sales Manager at HSBC Wealth Management
Industry Financial Services
Experience
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
HSBC November 2012 - Present
Morgan Stanley Wealth Management June 2011 - November 2012
TD Bank July 2009 - January 2011
Citi Smith Barney December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly July 2003 - May 2004
Prudential Securities January 1992 - August 2002
Shearson Lehman Hutton April 1984 - January 1992
Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services
Education
The Ohio State University 1982 — 1984
History of Art
Baldwin Wallace University 1980 — 1982
BA, Art History
JEFF COCHRAN JEFF COCHRAN's Prudential Securities Experience 1987 - 1991
Job Director of Client Services at ADG Creative
Industry Marketing and Advertising
Experience
ADG Creative September 2014 - Present
Exclamation Communications! Inc. September 2013 - Present
LinkColumbia February 2012 - Present
LinkAnnapolis April 2010 - Present
Cutting Edge Laser Technologies September 2013 - September 2014
BizBookBriefs August 2011 - February 2014
Exclamation Communications! January 1994 - August 2013
DISC NYNEX 1991 - 1993
Prudential Securities 1987 - 1991
ADP 1983 - 1987
Skills
B2B, Helping businesses..., Connector, Project Facilitation, Marketing Communications, Helping Clients Succeed, Business, Small Business, Project Management, Marketing, Graphic Design, Integrated Marketing, E-commerce, Sales, Business Networking, Social Media, Networking, Branding & Identity, Direct Mail, Strategy, Email Marketing, Entrepreneurship, Business Development, Social Networking, Online Marketing, Mobile Marketing, Event Management, Budgets, Marketing Strategy, Online Advertising, Brand Development, Social Media Marketing, SEO, Business Strategy, Strategic Partnerships, New Business Development, Digital Marketing, Direct Marketing, Lead Generation, Start-ups, B2B Marketing, Web Marketing, Website Development, Strategic Planning, Business Planning, Advertising, Web Design, Sales Management, Marketing Management, Brand Management
Education
Arizona State University 1979 — 1982
Bachelor of Science, Business / Marketing
UMBC 1978 — 1979
Old Mill 1975 — 1978
ADG Creative September 2014 - Present
Exclamation Communications! Inc. September 2013 - Present
LinkColumbia February 2012 - Present
LinkAnnapolis April 2010 - Present
Cutting Edge Laser Technologies September 2013 - September 2014
BizBookBriefs August 2011 - February 2014
Exclamation Communications! January 1994 - August 2013
DISC NYNEX 1991 - 1993
Prudential Securities 1987 - 1991
ADP 1983 - 1987
Skills
B2B, Helping businesses..., Connector, Project Facilitation, Marketing Communications, Helping Clients Succeed, Business, Small Business, Project Management, Marketing, Graphic Design, Integrated Marketing, E-commerce, Sales, Business Networking, Social Media, Networking, Branding & Identity, Direct Mail, Strategy, Email Marketing, Entrepreneurship, Business Development, Social Networking, Online Marketing, Mobile Marketing, Event Management, Budgets, Marketing Strategy, Online Advertising, Brand Development, Social Media Marketing, SEO, Business Strategy, Strategic Partnerships, New Business Development, Digital Marketing, Direct Marketing, Lead Generation, Start-ups, B2B Marketing, Web Marketing, Website Development, Strategic Planning, Business Planning, Advertising, Web Design, Sales Management, Marketing Management, Brand Management
Education
Arizona State University 1979 — 1982
Bachelor of Science, Business / Marketing
UMBC 1978 — 1979
Old Mill 1975 — 1978
Jennifer Cowie Jennifer Cowie's Prudential Securities Experience 1992 - 2000
Job Area Sales Manager, MidAtlantic Region, Thomson Reuters
Industry Publishing
Experience
Thomson Reuters 2002 - Present
Integral Training Systems 2000 - 2002
Prudential Securities 1992 - 2000
Skills
Outlook, Sales Management..., Corporate Sales..., Key Account..., Training Delivery, Training, Salesforce.com, Account Management, Microsoft Word, Microsoft Office, Team Building, Sales Management, Sales, Microsoft Excel, Coaching, Long-term Customer..., Leadership, Project Management, New Business Development, Communication Skills, Talent Management, Solution Selling, Management, Sales Process
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Industrial/Organizational Psychology
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science, Communication and Media Studies
Thomson Reuters 2002 - Present
Integral Training Systems 2000 - 2002
Prudential Securities 1992 - 2000
Skills
Outlook, Sales Management..., Corporate Sales..., Key Account..., Training Delivery, Training, Salesforce.com, Account Management, Microsoft Word, Microsoft Office, Team Building, Sales Management, Sales, Microsoft Excel, Coaching, Long-term Customer..., Leadership, Project Management, New Business Development, Communication Skills, Talent Management, Solution Selling, Management, Sales Process
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Industrial/Organizational Psychology
State University of New York College at Geneseo 1988 — 1992
Bachelor of Science, Communication and Media Studies
Linda Egoavil Linda Egoavil's Prudential Securities Experience March 1999 - May 2000
Job Administrative Assistant at Pfizer Pharmaceuticals
Industry Pharmaceuticals
Experience
Pfizer Pharmaceuticals April 2001 - Present
Prudential Securities March 1999 - May 2000
Prudential Securities March 1998 - March 1999
Prudential Securities January 1997 - March 1998
Legal Language Services January 1995 - January 1997
Met Food November 1986 - November 1993
Skills
Administrative Support, Word, Outlook, Microsoft Office, PowerPoint, Ariba, Expenses, Data Entry, Confidentiality, Excel, Concur, Calendars, Fax, Typing, Telephone Skills, Administrative..., Microsoft Excel, Office Administration, Travel Arrangements, Leadership, Microsoft Word
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1994
BA, Forensic Psychology
Baruch College, City University of New York (CUNY) 1989 — 1990
Pfizer Pharmaceuticals April 2001 - Present
Prudential Securities March 1999 - May 2000
Prudential Securities March 1998 - March 1999
Prudential Securities January 1997 - March 1998
Legal Language Services January 1995 - January 1997
Met Food November 1986 - November 1993
Skills
Administrative Support, Word, Outlook, Microsoft Office, PowerPoint, Ariba, Expenses, Data Entry, Confidentiality, Excel, Concur, Calendars, Fax, Typing, Telephone Skills, Administrative..., Microsoft Excel, Office Administration, Travel Arrangements, Leadership, Microsoft Word
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1994
BA, Forensic Psychology
Baruch College, City University of New York (CUNY) 1989 — 1990
Bill O'Sullivan Bill O'Sullivan's Prudential Securities Experience 2003 - 2004
Job Senior Vice President at Access Distribution Partners
Industry Financial Services
Experience
Access Distribution Partners November 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citi 2008 - 2009
Citi 2007 - 2008
Citi 2005 - 2007
smith barney 2004 - 2005
Prudential Securities 2003 - 2004
Skills
Series 7, Series 63, Series 24, Alternative Investments, Platform Management, Wealth Management, Hedge Funds, Private Equity, Fund Of Funds, Sales Operations, Operations Management, Product Management, Platform Integration, Key Account Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Financee
Hofstra University
BBA, Finance
Access Distribution Partners November 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citi 2008 - 2009
Citi 2007 - 2008
Citi 2005 - 2007
smith barney 2004 - 2005
Prudential Securities 2003 - 2004
Skills
Series 7, Series 63, Series 24, Alternative Investments, Platform Management, Wealth Management, Hedge Funds, Private Equity, Fund Of Funds, Sales Operations, Operations Management, Product Management, Platform Integration, Key Account Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Financee
Hofstra University
BBA, Finance
Tim Dyer Tim Dyer's Prudential Securities Experience June 1998 - November 2002
Job Managing Director Sage Capital Advisors
Industry Investment Management
Experience
Sage Capital Advisors LLC November 2011 - Present
Pro Leisure Tour Hockey January 2005 - Present
San Diego County Lacrosse Officials Assoc (SDCLOA) January 2004 - Present
Decision Investments August 2008 - November 2011
UBS Financial Services November 2002 - August 2008
Prudential Securities June 1998 - November 2002
Skills
Technical Analysis, Security Valuation, Investment Management, Valuation, Investments, Strategic Planning, Risk Management, New Business Development
Education
Babson College 1994 — 1998
Finance, Finance/ Entrepreneurship
San Diego State University-California State University 2003 — 2005
Masters in Financial Planning and Taxation, Finance, General
Sage Capital Advisors LLC November 2011 - Present
Pro Leisure Tour Hockey January 2005 - Present
San Diego County Lacrosse Officials Assoc (SDCLOA) January 2004 - Present
Decision Investments August 2008 - November 2011
UBS Financial Services November 2002 - August 2008
Prudential Securities June 1998 - November 2002
Skills
Technical Analysis, Security Valuation, Investment Management, Valuation, Investments, Strategic Planning, Risk Management, New Business Development
Education
Babson College 1994 — 1998
Finance, Finance/ Entrepreneurship
San Diego State University-California State University 2003 — 2005
Masters in Financial Planning and Taxation, Finance, General
David Zilli's Prudential Securities Experience April 2000 - December 2002
Job Systems Analyst at ADP
Industry Information Technology and Services
Experience
ADP January 2003 - Present
Prudential Securities April 2000 - December 2002
Accenture May 1997 - April 2000
Bankers Trust 1995 - 1997
MetLife 1985 - 1995
Skills
Outsourcing, Change Management, PMO, Project Management, SDLC, Salesforce.com, Vendor Management, Process Improvement, Business Analysis, Requirements Gathering, Cognos, Requirements Analysis, Business Intelligence, Integration, Benefits Administration, Software Project..., Information Technology, Enterprise Software, Business Process..., Visio, Project Portfolio...
Education
Baruch College
Master of Business Administration (MBA), Computer Systems Methodology
Cornell University 1981 — 1985
BS, Business Management and Marketing
ADP January 2003 - Present
Prudential Securities April 2000 - December 2002
Accenture May 1997 - April 2000
Bankers Trust 1995 - 1997
MetLife 1985 - 1995
Skills
Outsourcing, Change Management, PMO, Project Management, SDLC, Salesforce.com, Vendor Management, Process Improvement, Business Analysis, Requirements Gathering, Cognos, Requirements Analysis, Business Intelligence, Integration, Benefits Administration, Software Project..., Information Technology, Enterprise Software, Business Process..., Visio, Project Portfolio...
Education
Baruch College
Master of Business Administration (MBA), Computer Systems Methodology
Cornell University 1981 — 1985
BS, Business Management and Marketing
Matt Heller's Prudential Securities Experience 1993 - 1994
Job Sales Leader at Nuance Communications
Industry Computer Software
Experience
Nuance Communications December 2013 - Present
Varolii Corporation (Acquired by Nuance 2014) December 2005 - December 2013
EnvoyWorldWide November 2000 - December 2005
Zacks Investment Research 1999 - 2000
Zacks Investment Research 1998 - 1999
Chicago Partnership Board 1994 - 1998
Prudential Securities 1993 - 1994
Skills
Sales, Strategic Planning, Team Building, Start-ups, Customer Retention, SaaS, Business Development, Solution Selling, Forecasting, Negotiation, Pricing, Wireless, Salesforce.com, Enterprise Software, Strategic Partnerships, Leadership, Selling, Customer Satisfaction, Telecommunications, Lead Generation, New Business Development, Customer Service, Marketing, Team Leadership, Account Management, E-commerce, CRM, Marketing Strategy, Product Development, Mergers & Acquisitions, Security, Cross-functional Team..., Go-to-market Strategy, Sales Management, Product Management, Sales Process, Management
Education
Babson College 1987 — 1991
BS, Finance
Nuance Communications December 2013 - Present
Varolii Corporation (Acquired by Nuance 2014) December 2005 - December 2013
EnvoyWorldWide November 2000 - December 2005
Zacks Investment Research 1999 - 2000
Zacks Investment Research 1998 - 1999
Chicago Partnership Board 1994 - 1998
Prudential Securities 1993 - 1994
Skills
Sales, Strategic Planning, Team Building, Start-ups, Customer Retention, SaaS, Business Development, Solution Selling, Forecasting, Negotiation, Pricing, Wireless, Salesforce.com, Enterprise Software, Strategic Partnerships, Leadership, Selling, Customer Satisfaction, Telecommunications, Lead Generation, New Business Development, Customer Service, Marketing, Team Leadership, Account Management, E-commerce, CRM, Marketing Strategy, Product Development, Mergers & Acquisitions, Security, Cross-functional Team..., Go-to-market Strategy, Sales Management, Product Management, Sales Process, Management
Education
Babson College 1987 — 1991
BS, Finance
Jeff Taylor, MBA, CFP® Jeff Taylor, MBA, CFP®'s Prudential Securities Experience April 1999 - October 2000
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Charles Schwab June 2012 - March 2015
Charles Schwab November 2009 - June 2012
RSM McGladrey June 2005 - November 2009
Wachovia Securities October 2000 - June 2005
Prudential Securities April 1999 - October 2000
Education
Auburn University 2002 — 2004
MBA, Business
College for Financial Planning
CFP
Javed Daniels Javed Daniels's Prudential Securities Experience 1990 - 2001
Job Consultant at Barclays Capital
Industry Financial Services
Experience
Barclays Capital July 2012 - Present
Broadridge Financial August 2011 - June 2012
Credit Suisse March 2010 - June 2011
GBM Dubai _IBM Sole Distributors May 2009 - February 2010
Credit Suisse April 1997 - February 2009
Credit Suisse April 1997 - February 2009
Prudential Securities 1990 - 2001
Skills
Prime Brokerage, Fixed Income, Business Analysis, SDLC, Back Office, Equities, Software Project..., Securities Lending, Vendor Management, Enterprise Architecture, Middle Office, Investment Banking
Education
MBA _ New York Institute of Technology-Old Westbury 2006 — 2008
MBA, Business
BBA_City University of New York-Baruch College 1981 — 1985
BBA, Computer Information Systems
Barclays Capital July 2012 - Present
Broadridge Financial August 2011 - June 2012
Credit Suisse March 2010 - June 2011
GBM Dubai _IBM Sole Distributors May 2009 - February 2010
Credit Suisse April 1997 - February 2009
Credit Suisse April 1997 - February 2009
Prudential Securities 1990 - 2001
Skills
Prime Brokerage, Fixed Income, Business Analysis, SDLC, Back Office, Equities, Software Project..., Securities Lending, Vendor Management, Enterprise Architecture, Middle Office, Investment Banking
Education
MBA _ New York Institute of Technology-Old Westbury 2006 — 2008
MBA, Business
BBA_City University of New York-Baruch College 1981 — 1985
BBA, Computer Information Systems
Robert Sorge Robert Sorge's Prudential Securities Experience 1992 - 1996
Job Managing Partner, ClearView Investment Partners, LLC
Industry Financial Services
Experience
ClearView Investment Partners, LLC February 2011 - Present
Morgan Stanley Smith Barney July 2004 - February 2011
Current Analysis 2000 - 2004
Thomson Financial April 1996 - May 2000
Prudential Securities 1992 - 1996
Prudential Financial 1992 - 1996
Prudential 1988 - 1992
Skills
Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments, Series 63, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Financial Services, Alternative Investments, Series 24, Investment Strategies, Estate Planning, 401k, Separately Managed..., Series 6, Investment Management, Hedge Funds, Corporate Finance, Pensions, Finance, Securities, Retirement
Education
Fordham University Graduate School of Business 1992 — 1996
MBA, Finance, International Business Specialization
Moravian College 1984 — 1988
BA, Business Management, Political Science
American University 1986 — 1986
N/A, Washington Semester
ClearView Investment Partners, LLC February 2011 - Present
Morgan Stanley Smith Barney July 2004 - February 2011
Current Analysis 2000 - 2004
Thomson Financial April 1996 - May 2000
Prudential Securities 1992 - 1996
Prudential Financial 1992 - 1996
Prudential 1988 - 1992
Skills
Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments, Series 63, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Financial Services, Alternative Investments, Series 24, Investment Strategies, Estate Planning, 401k, Separately Managed..., Series 6, Investment Management, Hedge Funds, Corporate Finance, Pensions, Finance, Securities, Retirement
Education
Fordham University Graduate School of Business 1992 — 1996
MBA, Finance, International Business Specialization
Moravian College 1984 — 1988
BA, Business Management, Political Science
American University 1986 — 1986
N/A, Washington Semester
Irene Hassler Irene Hassler's Prudential Securities Experience 1995 - 2001
Job Office Manager at Excel Custom Contractors
Industry Information Services
Experience
Excel Custom Contractors October 2011 - Present
Self Employed November 2005 - Present
Parkway Christian Academy 2001 - 2003
Prudential Securities 1995 - 2001
Skills
Microsoft Excel, Customer Service, Microsoft Word, Sales, HTML, Outlook, PowerPoint, Consulting, Training, Management, Teaching, Team Building
Education
Alfred University 1982 — 1986
Bachelor's degree, Fine Arts
Excel Custom Contractors October 2011 - Present
Self Employed November 2005 - Present
Parkway Christian Academy 2001 - 2003
Prudential Securities 1995 - 2001
Skills
Microsoft Excel, Customer Service, Microsoft Word, Sales, HTML, Outlook, PowerPoint, Consulting, Training, Management, Teaching, Team Building
Education
Alfred University 1982 — 1986
Bachelor's degree, Fine Arts
Lisa Robinson - MSILR, PRC (AIRS Certified) Lisa Robinson - MSILR, PRC (AIRS Certified)'s Prudential Securities Experience 1996 - 1998
Job Talent Business Advisor, Manager (Tax) at Deloitte
Industry Accounting
Experience
Deloitte January 2014 - Present
Greater Hudson Valley Health System June 2013 - January 2014
Phelps Memorial Hospital Center December 2011 - June 2013
George Washington University January 2010 - December 2011
Columbia University November 2007 - January 2010
New York Blood Center January 2005 - November 2007
Consolidated Edison May 2002 - January 2005
Deloitte September 2000 - May 2002
IOMA Publishing 1998 - 2000
Prudential Securities 1996 - 1998
Skills
Employee Relations, Performance Management, Recruiting, Talent Management, Succession Planning, Human Resources, Onboarding, Policy, Team Building, HR Policies, Leadership, Training, Leadership Development, Healthcare, Talent Acquisition, Strategy, Interviews, Personnel Management, Time Management, Management
Education
City University of New York-Baruch College 1998 — 2000
M.S., Industrial Labor Relations (HR Mgmt/Labor Relations)
Stony Brook University 1992 — 1996
B.S., Business Mgmt
Deloitte January 2014 - Present
Greater Hudson Valley Health System June 2013 - January 2014
Phelps Memorial Hospital Center December 2011 - June 2013
George Washington University January 2010 - December 2011
Columbia University November 2007 - January 2010
New York Blood Center January 2005 - November 2007
Consolidated Edison May 2002 - January 2005
Deloitte September 2000 - May 2002
IOMA Publishing 1998 - 2000
Prudential Securities 1996 - 1998
Skills
Employee Relations, Performance Management, Recruiting, Talent Management, Succession Planning, Human Resources, Onboarding, Policy, Team Building, HR Policies, Leadership, Training, Leadership Development, Healthcare, Talent Acquisition, Strategy, Interviews, Personnel Management, Time Management, Management
Education
City University of New York-Baruch College 1998 — 2000
M.S., Industrial Labor Relations (HR Mgmt/Labor Relations)
Stony Brook University 1992 — 1996
B.S., Business Mgmt
Beth Jacobs Beth Jacobs's Prudential Securities Experience 1982 - 1986
Job Managing Director Excellentia Global Partners
Industry Financial Services
Experience
Excellentia Global Partners October 2008 - Present
Laureate Education 1999 - 2003
ING Barings / Furman Selz 1992 - 2000
Lehman Brothers 1988 - 1988
Morgan Stanley 1986 - 1988
Prudential Securities 1982 - 1986
Skills
Investment Banking, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Business Analysis, Capital Raising, Investments, Capital Markets, Private Equity, Capital, Investor Relations, Business Strategy, Management, Due Diligence, Valuation, Business Development, Lifesciences, Emerging Markets, Start-ups, Equities, Corporate Finance, Growth Capital, Deal Sourcing, M&A experience, Private Placements, Acquisitions, LBO, Restructuring, Divestitures
Education
American University - Kogod School of Business 1981 — 1982
MBA, International
Boston College 1975 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science and English (dual major)
Centre d'Etudes Internationale 1978 — 1978
Diplomacy
Excellentia Global Partners October 2008 - Present
Laureate Education 1999 - 2003
ING Barings / Furman Selz 1992 - 2000
Lehman Brothers 1988 - 1988
Morgan Stanley 1986 - 1988
Prudential Securities 1982 - 1986
Skills
Investment Banking, Mergers, Venture Capital, Corporate Development, Mergers & Acquisitions, Executive Management, Funding, Business Analysis, Capital Raising, Investments, Capital Markets, Private Equity, Capital, Investor Relations, Business Strategy, Management, Due Diligence, Valuation, Business Development, Lifesciences, Emerging Markets, Start-ups, Equities, Corporate Finance, Growth Capital, Deal Sourcing, M&A experience, Private Placements, Acquisitions, LBO, Restructuring, Divestitures
Education
American University - Kogod School of Business 1981 — 1982
MBA, International
Boston College 1975 — 1979
Bachelor of Arts (B.A.) cum laude, Political Science and English (dual major)
Centre d'Etudes Internationale 1978 — 1978
Diplomacy
Lawrence Motz, CFA's Prudential Securities Experience 1993 - 2000
Job Professor, Harvard University
Industry Higher Education
Experience
Harvard University January 2015 - Present
The Metropolitan Museum of Art November 2009 - March 2015
Kaufman Bros. 2000 - 2002
eNet China, Inc. 2000 - 2001
Prudential Securities 1993 - 2000
Skills
Financial Modeling, Financial Analysis, Writing, Public Speaking, Communication Skills, Strategic Planning, Analysis, Portfolio Management, Investments, Management, Museum Education, Alternative Investments, Fixed Income, Valuation, Investment Banking, CDO, Emerging Markets, Mergers & Acquisitions, Research, Private Equity, Bonds, Museums, Asset Management, Due Diligence, Equities, Museum Planning, Project Management
Education
Harvard University 2006 — 2011
ALM, Museum Studies
New York Film Academy 2005 — 2005
Certificate in Production & Direction
Columbia Business School 1991 — 1993
MBA, Accounting and Finance
Arizona State University 1983 — 1989
Bachelor of Science (BS), Engineering
Harvard University January 2015 - Present
The Metropolitan Museum of Art November 2009 - March 2015
Kaufman Bros. 2000 - 2002
eNet China, Inc. 2000 - 2001
Prudential Securities 1993 - 2000
Skills
Financial Modeling, Financial Analysis, Writing, Public Speaking, Communication Skills, Strategic Planning, Analysis, Portfolio Management, Investments, Management, Museum Education, Alternative Investments, Fixed Income, Valuation, Investment Banking, CDO, Emerging Markets, Mergers & Acquisitions, Research, Private Equity, Bonds, Museums, Asset Management, Due Diligence, Equities, Museum Planning, Project Management
Education
Harvard University 2006 — 2011
ALM, Museum Studies
New York Film Academy 2005 — 2005
Certificate in Production & Direction
Columbia Business School 1991 — 1993
MBA, Accounting and Finance
Arizona State University 1983 — 1989
Bachelor of Science (BS), Engineering
Amir Rosenthal's Prudential Securities Experience January 1995 - January 1999
Job Financial Services Professional at National Life Group
Industry Investment Management
Experience
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
National Life Group June 2013 - Present
Euro FX2009 January 2009 - June 2013
Sterling Lending Group January 2001 - January 2008
Cheshire Distributors,Inc. January 1999 - January 2001
Prudential Securities January 1995 - January 1999
Paine Webber Inc January 1992 - January 1995
Merrill Lynch International January 1991 - January 1992
Oppenheimer & Co. Inc. January 1989 - January 1991
Merrill Lynch January 1987 - January 1989
Skills
Excellent understanding..., Equities, Bloomberg, Fixed Income, Trading, Banking, Mergers, Mutual Funds, FX trading, FX Options, Financial Services, Securities, Loans
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance, General
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), International Finance
Jennifer Calloway Adams's Prudential Securities Experience 1995 - 1997
Job Director, Marketing Operations Lead at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb August 2015 - Present
Bristol-Myers Squibb February 2014 - August 2015
Bristol-Myers Squibb, Princeton, New Jersey March 2011 - February 2014
Chemical Heritage Foundation 2009 - March 2011
Citi 2001 - 2006
Citi January 1999 - January 2001
Citi January 1997 - January 1999
Prudential Securities 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Strategy, Email Marketing, E-commerce, Project Management, Leadership, Online Marketing, Marketing, CRM, Marketing Strategy, Advertising, Social Media, Strategic Planning, Product Management, Digital Media, Management, Cross Functional..., Interactive Media, Vendor Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education, Advancing Business Acumen
Securities & Exchange Commision 1993 — 2008
Series 7 & 63 Financial Liscenses, Banking, Corporate, Finance, and Securities Law
Arizona State University 1988 — 1992
Bachelors of Science, Sociology, French, Math
Episcopal School of Dallas 1983 — 1988
High School Degree
The Hockaday School 1976 — 1982
Elementary
Bristol-Myers Squibb August 2015 - Present
Bristol-Myers Squibb February 2014 - August 2015
Bristol-Myers Squibb, Princeton, New Jersey March 2011 - February 2014
Chemical Heritage Foundation 2009 - March 2011
Citi 2001 - 2006
Citi January 1999 - January 2001
Citi January 1997 - January 1999
Prudential Securities 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Strategy, Email Marketing, E-commerce, Project Management, Leadership, Online Marketing, Marketing, CRM, Marketing Strategy, Advertising, Social Media, Strategic Planning, Product Management, Digital Media, Management, Cross Functional..., Interactive Media, Vendor Management
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education, Advancing Business Acumen
Securities & Exchange Commision 1993 — 2008
Series 7 & 63 Financial Liscenses, Banking, Corporate, Finance, and Securities Law
Arizona State University 1988 — 1992
Bachelors of Science, Sociology, French, Math
Episcopal School of Dallas 1983 — 1988
High School Degree
The Hockaday School 1976 — 1982
Elementary
Carl Elsammak Carl Elsammak's Prudential Securities Experience March 1996 - December 1999
Job Market Maker, Trading Team Manager, FX Spot, Options, CFD
Industry Capital Markets
Experience
Kammas Trading May 2002 - Present
Gain Capital - Forex.com January 2000 - May 2002
Prudential Securities March 1996 - December 1999
Bank of America July 1994 - March 1996
QFS "Quantatative Financial Strategies" (CTA) August 1992 - June 1994
Reynwood Trading (Commodities Corp) July 1990 - July 1992
Lehman Brothers June 1989 - July 1990
Skills
FX Options, Trading, Options, Currency, Commodity, Foreign Exchange, Financial Markets, Hedge Funds, Hedging, Fixed Income, FX trading, Risk Management, Trading Systems, Derivatives, Electronic Trading, Proprietary Trading, Market Making, Equities, Trading Strategies, Traders, Capital Markets, Technical Analysis, Equity Trading, CFDs, Equity Derivatives, Prime Brokerage, FX Hedging, Financial Risk, Bloomberg, Investment Banking, Structured Products, Alternative Investments, Bonds, Swaps, ETFs, Banking, Quantitative Finance, CFD, Forwards, Liquidity Management, Money Management, CTA, Treasury, Liquidity, Market Risk, Stock Market, Arbitrage, FX, Commodities, Currency Overlay
Education
New York Institute of Finance 1989 — 1990
Finance and Financial Management Services
Albright College 1985 — 1989
BS, Finance
Kammas Trading May 2002 - Present
Gain Capital - Forex.com January 2000 - May 2002
Prudential Securities March 1996 - December 1999
Bank of America July 1994 - March 1996
QFS "Quantatative Financial Strategies" (CTA) August 1992 - June 1994
Reynwood Trading (Commodities Corp) July 1990 - July 1992
Lehman Brothers June 1989 - July 1990
Skills
FX Options, Trading, Options, Currency, Commodity, Foreign Exchange, Financial Markets, Hedge Funds, Hedging, Fixed Income, FX trading, Risk Management, Trading Systems, Derivatives, Electronic Trading, Proprietary Trading, Market Making, Equities, Trading Strategies, Traders, Capital Markets, Technical Analysis, Equity Trading, CFDs, Equity Derivatives, Prime Brokerage, FX Hedging, Financial Risk, Bloomberg, Investment Banking, Structured Products, Alternative Investments, Bonds, Swaps, ETFs, Banking, Quantitative Finance, CFD, Forwards, Liquidity Management, Money Management, CTA, Treasury, Liquidity, Market Risk, Stock Market, Arbitrage, FX, Commodities, Currency Overlay
Education
New York Institute of Finance 1989 — 1990
Finance and Financial Management Services
Albright College 1985 — 1989
BS, Finance
Robert Bob Fredrikson, CFP, MBA Robert Bob Fredrikson, CFP, MBA's Prudential Securities Experience May 1985 - December 1988
Job Owner, Fredrikson Financial Advisors
Industry Financial Services
Experience
Fredrikson Financial Advisors April 2005 - Present
Liberty Tax Service October 2005 - October 2010
Charles Schwab August 1999 - April 2005
United Airlines October 1990 - August 1999
Amana January 1989 - October 1990
Prudential Securities May 1985 - December 1988
Skills
Financial Advisory, Financial Services, Finance, Tax, Retirement Planning, Financial Planners, Strategic Financial..., Retirement, IRAs, Mutual Funds, Investment Strategies, 401k, Portfolio Management
Education
Butler University - College of Business Administration 2000 — 2004
MBA, Leadership, Entrepreneurship
Arizona State University 1983 — 1988
B.S., Finance
Mcclintock High School 1982 — 1983
Diploma, College Prep
Carl Sandburg High School 1979 — 1983
Diploma
Fredrikson Financial Advisors April 2005 - Present
Liberty Tax Service October 2005 - October 2010
Charles Schwab August 1999 - April 2005
United Airlines October 1990 - August 1999
Amana January 1989 - October 1990
Prudential Securities May 1985 - December 1988
Skills
Financial Advisory, Financial Services, Finance, Tax, Retirement Planning, Financial Planners, Strategic Financial..., Retirement, IRAs, Mutual Funds, Investment Strategies, 401k, Portfolio Management
Education
Butler University - College of Business Administration 2000 — 2004
MBA, Leadership, Entrepreneurship
Arizona State University 1983 — 1988
B.S., Finance
Mcclintock High School 1982 — 1983
Diploma, College Prep
Carl Sandburg High School 1979 — 1983
Diploma
Jeff Bagg Jeff Bagg's Prudential Securities Experience 1998 - 2001
Job Account Executive at Ron Turley Associates
Industry Information Technology and Services
Experience
Ron Turley Associates June 2015 - Present
Integra October 2013 - January 2015
Solid State Networks August 2012 - August 2013
Limelight Networks May 2008 - July 2012
Limelight Networks June 2007 - May 2008
Monster 2006 - 2007
Direct Alliance 2005 - 2006
UBS Wealth Management 2001 - 2004
Prudential Securities 1998 - 2001
Skills
SaaS, Solution Selling, Value Selling, Contract Negotiation, Customer Acquisition, Client Rapport, Video Games, Content Distribution..., New Business Development, Product Management, Online Advertising, Sales Management, Direct Sales, Cloud Computing, Strategic Partnerships, Cold Calling, Lead Generation, CRM, Sales Process, Sales, E-commerce, Strategy, Selling, Account Management, Mobile Devices, Sales Operations, Channel Partners, Digital Marketing, Business Development, Start-ups, Salesforce.com, Marketing, Management, Business Strategy, Networking, Product Marketing, Enterprise Software, Sales Presentations, Online Marketing, Go-to-market Strategy, Entrepreneurship, Strategic Planning, Competitive Analysis, Advertising, Professional Services, Analytics, Monetization, Integration, B2B, Digital Media
Education
Arizona State University 1990 — 1991
Business
Ron Turley Associates June 2015 - Present
Integra October 2013 - January 2015
Solid State Networks August 2012 - August 2013
Limelight Networks May 2008 - July 2012
Limelight Networks June 2007 - May 2008
Monster 2006 - 2007
Direct Alliance 2005 - 2006
UBS Wealth Management 2001 - 2004
Prudential Securities 1998 - 2001
Skills
SaaS, Solution Selling, Value Selling, Contract Negotiation, Customer Acquisition, Client Rapport, Video Games, Content Distribution..., New Business Development, Product Management, Online Advertising, Sales Management, Direct Sales, Cloud Computing, Strategic Partnerships, Cold Calling, Lead Generation, CRM, Sales Process, Sales, E-commerce, Strategy, Selling, Account Management, Mobile Devices, Sales Operations, Channel Partners, Digital Marketing, Business Development, Start-ups, Salesforce.com, Marketing, Management, Business Strategy, Networking, Product Marketing, Enterprise Software, Sales Presentations, Online Marketing, Go-to-market Strategy, Entrepreneurship, Strategic Planning, Competitive Analysis, Advertising, Professional Services, Analytics, Monetization, Integration, B2B, Digital Media
Education
Arizona State University 1990 — 1991
Business
James Gencauski James Gencauski's Prudential Securities Experience July 2000 - October 2002
Job Customer Solutions Consultant at Cybera
Industry Computer & Network Security
Experience
Cybera May 2012 - Present
Enterprise Rent-A-Car August 2009 - November 2012
Enterprise Rent-A-Car October 2008 - August 2009
Enterprise Rent-A-Car June 2003 - September 2008
Bella Julia and Family Caretaker October 2002 - June 2003
Prudential Securities July 2000 - October 2002
Skills
Business Analysis, Customer Satisfaction, Retail, Customer Service, Enterprise Software, Time Management, COBOL, Visual Basic, Sales, Account Management, Sales Management, Salesforce.com, B2B, Direct Sales, Team Building, CRM, Networking
Education
Chubb Computer Services - Top Gun Program 1998 — 1999
Mainframe Programming Certification, Mainframe Programming, Database (SQL) and CobolII
Albright College 1993 — 1997
Bachelor of Science, Finance/Marketing
Cybera May 2012 - Present
Enterprise Rent-A-Car August 2009 - November 2012
Enterprise Rent-A-Car October 2008 - August 2009
Enterprise Rent-A-Car June 2003 - September 2008
Bella Julia and Family Caretaker October 2002 - June 2003
Prudential Securities July 2000 - October 2002
Skills
Business Analysis, Customer Satisfaction, Retail, Customer Service, Enterprise Software, Time Management, COBOL, Visual Basic, Sales, Account Management, Sales Management, Salesforce.com, B2B, Direct Sales, Team Building, CRM, Networking
Education
Chubb Computer Services - Top Gun Program 1998 — 1999
Mainframe Programming Certification, Mainframe Programming, Database (SQL) and CobolII
Albright College 1993 — 1997
Bachelor of Science, Finance/Marketing
Allison Gutherz, PHR-CA's Prudential Securities Experience January 1999 - January 2000
Job Senior Employee Relations Officer at Golden 1 Credit Union
Industry Banking
Experience
The Golden 1 Credit Union June 2012 - Present
First Bank January 2002 - February 2012
Prudential Securities January 1999 - January 2000
Cypress Home Loan January 1998 - January 1999
Pasta Fresca January 1993 - January 1998
Skills
Performance Management, Recruiting, Coaching, Conflict Resolution, Employee Relations, Onboarding, New Hire Orientations, Background Checks, Talent Acquisition, Applicant Tracking..., Deferred Compensation, Leadership Development, Succession Planning, Talent Management, Employee Engagement, Management
Education
American River College 1995 — 1998
A.A., Early Childhood Education
The Golden 1 Credit Union June 2012 - Present
First Bank January 2002 - February 2012
Prudential Securities January 1999 - January 2000
Cypress Home Loan January 1998 - January 1999
Pasta Fresca January 1993 - January 1998
Skills
Performance Management, Recruiting, Coaching, Conflict Resolution, Employee Relations, Onboarding, New Hire Orientations, Background Checks, Talent Acquisition, Applicant Tracking..., Deferred Compensation, Leadership Development, Succession Planning, Talent Management, Employee Engagement, Management
Education
American River College 1995 — 1998
A.A., Early Childhood Education
Craig Wisness Craig Wisness's Prudential Securities Experience January 1997 - January 2004
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Allen Krauss Allen Krauss's Prudential Securities Experience December 1987 - March 2001
Job Math Teacher at Martin Van Buren HS
Industry Education Management
Experience
NYC Department of Education September 2004 - Present
De Phillips Athletic Club 1997 - Present
Prudential Securities December 1987 - March 2001
Citicorp July 1980 - June 1986
Skills
Curriculum Design, Curriculum Development, Tutoring, Financial Analysis
Education
Long Island University, C.W. Post Campus 2006 — 2008
Certificate, School Administration
Adelphi University 2003 — 2005
Masters, Math-Education
University of Massachusetts, Amherst 1974 — 1976
Queens College 1969 — 1973
BA, Economics
PS 32
NYC Department of Education September 2004 - Present
De Phillips Athletic Club 1997 - Present
Prudential Securities December 1987 - March 2001
Citicorp July 1980 - June 1986
Skills
Curriculum Design, Curriculum Development, Tutoring, Financial Analysis
Education
Long Island University, C.W. Post Campus 2006 — 2008
Certificate, School Administration
Adelphi University 2003 — 2005
Masters, Math-Education
University of Massachusetts, Amherst 1974 — 1976
Queens College 1969 — 1973
BA, Economics
PS 32
Scott Accamando Scott Accamando's Prudential Securities Experience 1998 - 2000
Job Associate Branch Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Lincoln Investment June 2015 - Present
Benchmark Financial Advisors April 2014 - June 2015
Cetera Advisors Network January 2013 - February 2014
Mid Atlantic Capital Group, Inc. August 2011 - December 2012
Securities America, Inc. April 2009 - July 2011
LPL 2002 - 2009
Wachovia Securities 2000 - 2002
Prudential Securities 1998 - 2000
Dean Witter 1996 - 1998
Skills
Investments, Financial Advisory, Recruiting, Series 7, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Allegheny College 1989 — 1993
BA, English
Gateway High School 1986 — 1989
Moon Junior High School
Jim Shoemaker, CIMA Jim Shoemaker, CIMA's Prudential Securities Experience January 1992 - August 2001
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Merrill Lynch August 2001 - July 2011
Prudential Securities January 1992 - August 2001
Interstate/Johnson Lane August 1990 - January 1992
Smith Barney March 1989 - August 1990
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Appalachian State University 1976 — 1980
BSBA, Business
Richmond Academy
Richmond Academy
Richmond Academy
Ameriprise Financial Services, Inc. July 2011 - Present
Merrill Lynch August 2001 - July 2011
Prudential Securities January 1992 - August 2001
Interstate/Johnson Lane August 1990 - January 1992
Smith Barney March 1989 - August 1990
Education
University of Pennsylvania - The Wharton School 2000 — 2001
CIMA, Certified Investment Management Analyst
Appalachian State University 1976 — 1980
BSBA, Business
Richmond Academy
Richmond Academy
Richmond Academy
Jerry Ruderman Jerry Ruderman's Prudential Securities Experience March 1996 - June 1997
Job Lifestyle Concierge at K. Hovnanian's Four Seasons at The Promenade
Industry Real Estate
Experience
K. Hovnanian's Four Seasons at The Promenade February 2009 - Present
K. Hovnanian Homes 1997 - 2008
Prudential Securities March 1996 - June 1997
Halpert and Company February 1984 - March 1996
Eastern Airlines December 1980 - January 1984
Eastern Airlines November 1977 - December 1980
Eastern Airlines June 1976 - November 1977
Eastern Airlines October 1972 - June 1976
Education
American University 1971 — 1972
K. Hovnanian's Four Seasons at The Promenade February 2009 - Present
K. Hovnanian Homes 1997 - 2008
Prudential Securities March 1996 - June 1997
Halpert and Company February 1984 - March 1996
Eastern Airlines December 1980 - January 1984
Eastern Airlines November 1977 - December 1980
Eastern Airlines June 1976 - November 1977
Eastern Airlines October 1972 - June 1976
Education
American University 1971 — 1972
Janet Adamo Janet Adamo's Prudential Securities Experience February 1984 - November 1991
Job Marketing Coordinator at McDonald Hopkins LLC
Industry Legal Services
Experience
McDonald Hopkins LLC July 2007 - Present
RSM McGladrey November 2005 - July 2007
Hausser + Taylor November 1991 - July 2007
American Express TBS March 2000 - November 2005
Prudential Securities February 1984 - November 1991
Baumgarten & Co., LLP December 1979 - February 1984
Skills
Law Firm Marketing, Database Administration, Email Marketing, Database Management, Meeting Planning, Salesforce.com, Social Media Marketing, Microsoft Office, Event Planning, Event Management, Marketing, Database Admin
Education
John Marshall High School 1978 — 1979
Baldwin Wallace University
Business
McDonald Hopkins LLC July 2007 - Present
RSM McGladrey November 2005 - July 2007
Hausser + Taylor November 1991 - July 2007
American Express TBS March 2000 - November 2005
Prudential Securities February 1984 - November 1991
Baumgarten & Co., LLP December 1979 - February 1984
Skills
Law Firm Marketing, Database Administration, Email Marketing, Database Management, Meeting Planning, Salesforce.com, Social Media Marketing, Microsoft Office, Event Planning, Event Management, Marketing, Database Admin
Education
John Marshall High School 1978 — 1979
Baldwin Wallace University
Business
Marty Scoll Marty Scoll's Prudential Securities Experience February 1995 - April 2004
Job CEO of the local fishing hole at Retired
Industry Financial Services
Experience
Retired April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - Present
Wachovia February 1995 - Present
Prudential Securities February 1995 - April 2004
Self employed 1992 - 1995
Drexel Burnham Lambert 1984 - 1992
People Care Inc 1981 - 1984
Cosmopolitan Personnel 1978 - 1981
Cresco Sales 1976 - 1978
Gaynor Stafford Industries 1973 - 1976
Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
Retired April 2013 - Present
Wells Fargo Advisors, LLC February 1995 - Present
Wachovia February 1995 - Present
Prudential Securities February 1995 - April 2004
Self employed 1992 - 1995
Drexel Burnham Lambert 1984 - 1992
People Care Inc 1981 - 1984
Cosmopolitan Personnel 1978 - 1981
Cresco Sales 1976 - 1978
Gaynor Stafford Industries 1973 - 1976
Skills
Series 7, Tax, Wealth Management, Investments, Retirement Planning
Education
Baruch College, City University of New York (CUNY) 1964 — 1969
Anthony L. Soave, CLU, ChFC Anthony L. Soave, CLU, ChFC's Prudential Securities Experience 1994 - 1997
Job Chartered Financial Consultant, Registered Principal at Guide Point Financial Partners
Industry Financial Services
Experience
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Guide Point Financial Partners, An Independent Firm 2010 - Present
American Funds 1998 - 2009
Merrill Lynch 1997 - 1998
Prudential Securities 1994 - 1997
Paine Webber 1990 - 1994
Merrill Lynch 1987 - 1990
Skills
Asset Management, Retirement Planning, Risk evaluation, Investment Planning, Disability and Life..., Succession Planning, Employee Compensation..., Financial Planning, Long Term Care Insurance, Portfolio Management, Business Planning, Strategic Financial..., Risk Assessment, Investments, Estate Planning, Insurance, Mutual Funds
Education
Ball State University
Master of Arts, Management
Ferris State University
Bachelor's Degree, Business
Ferris State University
Associate's Degree, Marketing
Henry DeGeneste Henry DeGeneste's Prudential Securities Experience 1990 - 2001
Job President HDG Consulting, Inc.
Industry Security and Investigations
Experience
HDG Consulting, Inc. October 2013 - Present
iJET International February 2005 - Present
Securtity Directors Advisory Group May 2005 - September 2013
Prudential Financial September 1990 - April 2005
Prudential Securities 1990 - 2001
Port Authority of NY and NJ August 1967 - October 1990
Skills
Emergency Management, Risk Management, Crisis Management, Corporate Security..., Criminal Justice..., Corporate Security, Team Building, Police, Surveillance, Risk Assessment, Policy, Strategic Planning, Physical Security, Private Investigations, Security Management, Executive Protection, Investigation, Loss Prevention, Enforcement, Protection, Security, Business Continuity, Fraud, Security Operations, Government, Internal Investigations, Management, Background Checks, Business Continuity..., Security Audits, Intelligence, Homeland Security, Counterterrorism, National Security, Intelligence Analysis, Computer Forensics, Operational Risk..., Access Control, CCTV, Vulnerability Assessment, Risk Analysis, Security Training, Security Awareness, Tactics, Asset Protection, Firearms, Crime Prevention, Public Safety, Criminal Justice, Criminal Investigations
Education
Adelphi University 1972 — 1976
Bachelor of Arts, Business Management
John Jay College of Criminal Justice
HDG Consulting, Inc. October 2013 - Present
iJET International February 2005 - Present
Securtity Directors Advisory Group May 2005 - September 2013
Prudential Financial September 1990 - April 2005
Prudential Securities 1990 - 2001
Port Authority of NY and NJ August 1967 - October 1990
Skills
Emergency Management, Risk Management, Crisis Management, Corporate Security..., Criminal Justice..., Corporate Security, Team Building, Police, Surveillance, Risk Assessment, Policy, Strategic Planning, Physical Security, Private Investigations, Security Management, Executive Protection, Investigation, Loss Prevention, Enforcement, Protection, Security, Business Continuity, Fraud, Security Operations, Government, Internal Investigations, Management, Background Checks, Business Continuity..., Security Audits, Intelligence, Homeland Security, Counterterrorism, National Security, Intelligence Analysis, Computer Forensics, Operational Risk..., Access Control, CCTV, Vulnerability Assessment, Risk Analysis, Security Training, Security Awareness, Tactics, Asset Protection, Firearms, Crime Prevention, Public Safety, Criminal Justice, Criminal Investigations
Education
Adelphi University 1972 — 1976
Bachelor of Arts, Business Management
John Jay College of Criminal Justice
Vilma McGuinness Vilma McGuinness's Prudential Securities Experience 1996 - 1998
Job Graphic Designer at OUTSOURCING USA
Industry Graphic Design
Experience
OUTSOURCING USA July 2012 - Present
Geisinger Medical Center 2012 - 2013
Temple Israel January 2006 - July 2012
American Express January 1992 - September 2001
Prudential Securities 1996 - 1998
PageAmerica 1990 - 1996
PageNet 1985 - 1990
ILX Group plc 1982 - 1988
Skills
Graphic Design, Painting, Drawing, Logo Design, Adobe Creative Suite, Illustrator, QuarkXPress, InDesign, Adobe Acrobat, Photography, Dreamweaver, Photoshop, Flash, Advertising, Wordpress, Typography, Posters, Final Cut Pro, Layout
Education
Art Institute of Pittsburgh 2010 — 2014
A.S; B.A, Graphic Design; Graphic Design
Franklin K Lane High School 1980 — 1981
OUTSOURCING USA July 2012 - Present
Geisinger Medical Center 2012 - 2013
Temple Israel January 2006 - July 2012
American Express January 1992 - September 2001
Prudential Securities 1996 - 1998
PageAmerica 1990 - 1996
PageNet 1985 - 1990
ILX Group plc 1982 - 1988
Skills
Graphic Design, Painting, Drawing, Logo Design, Adobe Creative Suite, Illustrator, QuarkXPress, InDesign, Adobe Acrobat, Photography, Dreamweaver, Photoshop, Flash, Advertising, Wordpress, Typography, Posters, Final Cut Pro, Layout
Education
Art Institute of Pittsburgh 2010 — 2014
A.S; B.A, Graphic Design; Graphic Design
Franklin K Lane High School 1980 — 1981
Timothy Kilgore Timothy Kilgore's Prudential Securities Experience November 1995 - January 2001
Job Executive
Industry Insurance
Experience
Affordable Health Care Pros August 2013 - April 2014
Silver State Couriers October 2012 - August 2013
ATT January 2009 - February 2012
Retired May 2005 - January 2009
NAHPC January 2002 - May 2005
United Planners January 2001 - December 2001
Prudential Securities November 1995 - January 2001
Basic Recovery Associates March 1994 - October 1995
Reno Sparks Indian Colony April 1992 - October 1995
Kern County August 1989 - April 1992
Skills
Leadership, Team Leadership, Team Building, Teamwork, Market Management, Sales, Strategic Planning, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Customer Experience, Export, Retail, Microsoft Word, Outlook, Negotiation, PowerPoint, Call Centers, Cost Control, P&L Responsibility, Recruiting/Training, Budgeting/Forecasting, Insurance / Healthcare, Non-Profits, Employee Development, Business Development, Business Analysis, Board Relations, Government Affairs, Campaign Management, Management, Operations Management
Education
Central Missouri State University 1983 — 1985
Masters, Communications
Baldwin-Wallace College 1980 — 1983
Bachelor of Arts (BA), Communications/ Psychology
Affordable Health Care Pros August 2013 - April 2014
Silver State Couriers October 2012 - August 2013
ATT January 2009 - February 2012
Retired May 2005 - January 2009
NAHPC January 2002 - May 2005
United Planners January 2001 - December 2001
Prudential Securities November 1995 - January 2001
Basic Recovery Associates March 1994 - October 1995
Reno Sparks Indian Colony April 1992 - October 1995
Kern County August 1989 - April 1992
Skills
Leadership, Team Leadership, Team Building, Teamwork, Market Management, Sales, Strategic Planning, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Customer Experience, Export, Retail, Microsoft Word, Outlook, Negotiation, PowerPoint, Call Centers, Cost Control, P&L Responsibility, Recruiting/Training, Budgeting/Forecasting, Insurance / Healthcare, Non-Profits, Employee Development, Business Development, Business Analysis, Board Relations, Government Affairs, Campaign Management, Management, Operations Management
Education
Central Missouri State University 1983 — 1985
Masters, Communications
Baldwin-Wallace College 1980 — 1983
Bachelor of Arts (BA), Communications/ Psychology
Barry Liu Barry Liu's Prudential Securities Experience June 1997 - January 1998
Job Managing Principal at Summit Group Associate LLC
Industry Real Estate
Experience
Summit Group Associate LLC October 2007 - Present
TEKsystems March 2012 - April 2015
Standard & Poor's June 2011 - March 2012
CDW June 2010 - July 2011
TEKsystems June 2010 - May 2011
AllianceBernstein January 2003 - October 2009
Alliance Capital Management January 2001 - January 2003
JPMorgan Chase January 1998 - January 2001
Prudential Securities June 1997 - January 1998
Skills
Application Packaging, MSI, SCCM, App-V, Windows 7, Active Directory, Group Policy, Deployment, Desktop Support, VBScript, Operating Systems, XP, Troubleshooting, VMware, TCP/IP, DHCP, Software Installation, Scripting, Automation, IT Management, System Deployment, ITIL, IIS, Technical Support, Microsoft SQL Server, Windows Server, Virtualization, Unix, Visio, Disaster Recovery, Servers, Citrix, VMware ESX, Data Center, Team Management, Cross-functional Team..., Business Analysis, SharePoint, Microsoft Exchange, Enterprise Software, DNS, IT Operations, Blackberry Enterprise..., Powershell, System Administration, MDT, Hyper-V, Information Technology, Microsoft Technologies, SAN
Education
City University of New York-Baruch College 1994 — 1998
Summit Group Associate LLC October 2007 - Present
TEKsystems March 2012 - April 2015
Standard & Poor's June 2011 - March 2012
CDW June 2010 - July 2011
TEKsystems June 2010 - May 2011
AllianceBernstein January 2003 - October 2009
Alliance Capital Management January 2001 - January 2003
JPMorgan Chase January 1998 - January 2001
Prudential Securities June 1997 - January 1998
Skills
Application Packaging, MSI, SCCM, App-V, Windows 7, Active Directory, Group Policy, Deployment, Desktop Support, VBScript, Operating Systems, XP, Troubleshooting, VMware, TCP/IP, DHCP, Software Installation, Scripting, Automation, IT Management, System Deployment, ITIL, IIS, Technical Support, Microsoft SQL Server, Windows Server, Virtualization, Unix, Visio, Disaster Recovery, Servers, Citrix, VMware ESX, Data Center, Team Management, Cross-functional Team..., Business Analysis, SharePoint, Microsoft Exchange, Enterprise Software, DNS, IT Operations, Blackberry Enterprise..., Powershell, System Administration, MDT, Hyper-V, Information Technology, Microsoft Technologies, SAN
Education
City University of New York-Baruch College 1994 — 1998
Richard Cheong Richard Cheong's Prudential Securities Experience May 1990 - March 2000
Job Franchisee Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service October 2004 - Present
HD Vest June 2008 - Present
Cheong Construction Management May 2009 - Present
igxglobal May 2008 - April 2009
A.G. Edwards & Sons, Inc. March 2000 - March 2002
Prudential Securities May 1990 - March 2000
Skills
Business Development, Program Management, Accounting, Business Planning, Team Building, Small Business, Strategic Planning, New Business Development, Account Management, Business Strategy, Strategic Financial...
Education
Armstrong State University 1972 — 1976
BA
Georgia Institute of Technology 1969 — 1972
Liberty Tax Service October 2004 - Present
HD Vest June 2008 - Present
Cheong Construction Management May 2009 - Present
igxglobal May 2008 - April 2009
A.G. Edwards & Sons, Inc. March 2000 - March 2002
Prudential Securities May 1990 - March 2000
Skills
Business Development, Program Management, Accounting, Business Planning, Team Building, Small Business, Strategic Planning, New Business Development, Account Management, Business Strategy, Strategic Financial...
Education
Armstrong State University 1972 — 1976
BA
Georgia Institute of Technology 1969 — 1972
RICK BEHRENS RICK BEHRENS's Prudential Securities Experience August 1988 - November 1994
Job PRINCIPAL at PARADISE VALLEY FUNDING GROUP
Industry Banking
Experience
PARADISE VALLEY FUNDING GROUP January 2003 - Present
Paradise Valley Mortgage Professionals February 1997 - August 2003
Prudential Securities August 1988 - November 1994
Education
Arizona State University 1972 — 1976
B.S., Business
PARADISE VALLEY FUNDING GROUP January 2003 - Present
Paradise Valley Mortgage Professionals February 1997 - August 2003
Prudential Securities August 1988 - November 1994
Education
Arizona State University 1972 — 1976
B.S., Business
Daniel Marshall Daniel Marshall's Prudential Securities Experience February 1996 - October 2000
Job Specialist at Apple Inc.
Industry Computer Software
Experience
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Apple Retail November 2011 - Present
ClearCare April 2011 - November 2011
Rainmaker June 2007 - March 2011
Charles Schwab November 2005 - May 2007
Independent December 2001 - October 2005
USBancorp Piper Jaffray October 2000 - November 2001
Prudential Securities February 1996 - October 2000
Merrill Lynch December 1993 - January 1996
Skills
Entrepreneurship, Social Media Marketing, Start-ups, CRM, Social Networking, Customer Service, Sales, Salesforce.com, Business Development, Social Media, Management, Email Marketing, Leadership, Cold Calling, Marketing, B2B, Customer Retention, SaaS, Customer Satisfaction, Competitive Analysis, Workshop Facilitation, Retail
Education
Arizona State University
Scott Short Scott Short's Prudential Securities Experience 1996 - 2000
Job President at Directional Asset Management, LLC
Industry Financial Services
Experience
Directional Asset Management, LLC February 2010 - Present
Charles Schwab October 2000 - November 2009
Prudential Securities 1996 - 2000
Skills
Portfolio Management, Strategic Financial..., Asset Managment, Asset Management, Investment Advisory, Risk Management, Asset Allocation, Wealth Management
Education
Arizona State University 1990 — 1996
BS, Quantatative Analysis- History
Chaminade
Directional Asset Management, LLC February 2010 - Present
Charles Schwab October 2000 - November 2009
Prudential Securities 1996 - 2000
Skills
Portfolio Management, Strategic Financial..., Asset Managment, Asset Management, Investment Advisory, Risk Management, Asset Allocation, Wealth Management
Education
Arizona State University 1990 — 1996
BS, Quantatative Analysis- History
Chaminade
Jack Healy Jack Healy's Prudential Securities Experience June 1998 - October 2000
Job Market Data Vendor Manager at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Barclays Capital January 2012 - Present
Yard Law Offices November 2010 - 2011
UBS (Perot Systems at UBS) October 2000 - November 2009
Prudential Securities June 1998 - October 2000
Merrill Lynch December 1996 - June 1998
Bear Stearns October 1990 - December 1996
Chemical Bank June 1986 - October 1990
Skills
Market Data, Project Management, Product Management, Vendor Relationships, Operations Management, IT Service Delivery, Vendor Management, Trading Systems, Equities, Fixed Income, Business Analysis, Investment Banking, Equity Trading, Bloomberg, Derivatives, Risk Management, IT Service Management, Capital Markets, Financial Markets, Electronic Trading, Infrastructure, Integration, Management, Trading, Back Office, FX Options, Middle Office, Equity Derivatives, Prime Brokerage, Credit Derivatives, Options, Reference Data
Education
Adelphi University 1999 — 2003
Masters, Business Administration
University of Scranton 1982 — 1986
BS, Computer Science
Christopher Yorke Christopher Yorke's Prudential Securities Experience October 1993 - October 1995
Job Working to help Americans save money and retire with dignity.
Industry Financial Services
Experience
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Mary Rosenquist Mary Rosenquist's Prudential Securities Experience October 1989 - May 1995
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Mary Petrovskis Mary Petrovskis's Prudential Securities Experience 1996 - 1998
Job Accounting at RealTick by Townsend
Industry Computer Software
Experience
RealTick by Townsend 1999 - Present
Barclays Capital 1999 - Present
Townsend Analytics 1999 - Present
Prudential Securities 1996 - 1998
Micro Focus Imaging 1990 - 1995
Howard Schiff & Assoc. 1989 - 1990
Victor Posner 1987 - 1989
Education
Harper College 1990 — 1992
Accounting, Computer Science
Barry University 1987 — 1988
Accounting
College of DuPage 1977 — 1979
Accounting, Physical Education, Finance
RealTick by Townsend 1999 - Present
Barclays Capital 1999 - Present
Townsend Analytics 1999 - Present
Prudential Securities 1996 - 1998
Micro Focus Imaging 1990 - 1995
Howard Schiff & Assoc. 1989 - 1990
Victor Posner 1987 - 1989
Education
Harper College 1990 — 1992
Accounting, Computer Science
Barry University 1987 — 1988
Accounting
College of DuPage 1977 — 1979
Accounting, Physical Education, Finance
Slava Gilman, PMP, CSPO's Prudential Securities Experience April 1999 - November 2004
Job VP Program Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase September 2013 - Present
Prudential Financial November 2004 - July 2013
Prudential Securities April 1999 - November 2004
Bear Stearns March 1998 - April 1999
Avis January 1997 - March 1998
Skills
Program Management, Business Analysis, Visio, Project Management, Agile Methodologies, Portfolio Management, MS Project, PMO, Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Investments, IT Strategy, Wealth Management, Asset Management, Quality Assurance, User Acceptance Testing, Change Management, Microsoft SQL Server, Full SDLC, Product Lifecycle..., Release and..., Optimizing and..., Capacity and..., Client on-boarding..., Microsoft Project, Visio, Excel, Power Point, Word, DB2/SQL, CICS, File..., Changeman, Jobtrack, Technical Presentations, Atlassian suite (JIRA,..., SDLC, Vendor Management, Software Project..., Databases, SharePoint, JIRA, PMP, Scrum Product owner, Risk Management, Waterfall – Agile..., Budgetary and Resource..., Management, Business Intelligence, Requirements Gathering
Education
The Chubb Institute 1995 — 1996
Computer Science, 4.0
Odessa State Environmental University 1989 — 1993
Bachelor, Computer Science
JPMorgan Chase September 2013 - Present
Prudential Financial November 2004 - July 2013
Prudential Securities April 1999 - November 2004
Bear Stearns March 1998 - April 1999
Avis January 1997 - March 1998
Skills
Program Management, Business Analysis, Visio, Project Management, Agile Methodologies, Portfolio Management, MS Project, PMO, Requirements Analysis, Process Improvement, Financial Services, Business Requirements, Investments, IT Strategy, Wealth Management, Asset Management, Quality Assurance, User Acceptance Testing, Change Management, Microsoft SQL Server, Full SDLC, Product Lifecycle..., Release and..., Optimizing and..., Capacity and..., Client on-boarding..., Microsoft Project, Visio, Excel, Power Point, Word, DB2/SQL, CICS, File..., Changeman, Jobtrack, Technical Presentations, Atlassian suite (JIRA,..., SDLC, Vendor Management, Software Project..., Databases, SharePoint, JIRA, PMP, Scrum Product owner, Risk Management, Waterfall – Agile..., Budgetary and Resource..., Management, Business Intelligence, Requirements Gathering
Education
The Chubb Institute 1995 — 1996
Computer Science, 4.0
Odessa State Environmental University 1989 — 1993
Bachelor, Computer Science
Ayodele Sawyerr Eshun Ayodele Sawyerr Eshun's Prudential Securities Experience July 1993 - February 1996
Job VP, Market Data Services at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
Fidessa September 2013 - February 2014
Fidessa July 2012 - September 2013
Fidessa December 2008 - July 2012
American Stock Exchange January 2003 - September 2008
American Stock Exchange February 2000 - January 2003
American Stock Exchange February 1996 - February 2000
Prudential Securities July 1993 - February 1996
Skills
Market Data, Research, Electronic Trading
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
MBA, International Marketing
Swarthmore College 1987 — 1991
BA, Psychology
Citi March 2014 - Present
Fidessa September 2013 - February 2014
Fidessa July 2012 - September 2013
Fidessa December 2008 - July 2012
American Stock Exchange January 2003 - September 2008
American Stock Exchange February 2000 - January 2003
American Stock Exchange February 1996 - February 2000
Prudential Securities July 1993 - February 1996
Skills
Market Data, Research, Electronic Trading
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
MBA, International Marketing
Swarthmore College 1987 — 1991
BA, Psychology
Milagros Silva MBA Milagros Silva MBA's Prudential Securities Experience 2001 - 2001
Job Investment Management
Industry Financial Services
Experience
Bank of America January 2011 - October 2011
ProLogis- Real Estate Investment Trust July 2007 - December 2008
Cambridge Associates January 2005 - June 2007
Hill Granados Retail Partners 2006 - 2006
Prudential Securities 2001 - 2001
Lydian Wealth Management 2000 - 2000
Skills
Series 7, Investments, Financial Analysis, Portfolio Management, Due Diligence, Marketing Strategy, Financial Modeling, Credit
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA Program, Finance and Marketing
American University - Kogod School of Business 1998 — 2002
B.S.B.A., Finance
Bank of America January 2011 - October 2011
ProLogis- Real Estate Investment Trust July 2007 - December 2008
Cambridge Associates January 2005 - June 2007
Hill Granados Retail Partners 2006 - 2006
Prudential Securities 2001 - 2001
Lydian Wealth Management 2000 - 2000
Skills
Series 7, Investments, Financial Analysis, Portfolio Management, Due Diligence, Marketing Strategy, Financial Modeling, Credit
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA Program, Finance and Marketing
American University - Kogod School of Business 1998 — 2002
B.S.B.A., Finance
Stephanie Gregory's Prudential Securities Experience May 1991 - March 1993
Job MBA Director
Industry Education Management
Experience
Alverno College August 2015 - Present
Alverno College 2008 - 2012
Geneva Hospitality September 2004 - October 2007
The Redmond Group May 1996 - June 2000
MetLife March 1993 - May 1996
Prudential Securities May 1991 - March 1993
MetLife March 1989 - May 1991
Skills
Marketing Communications, Public Relations, Market Research, Marketing Strategy, Project Management, Social Media, Fundraising, Management, Public Speaking, Leadership, Marketing, Business Strategy, Microsoft Office, Marketing Management, Corporate Branding, Branding & Identity, Brand Management, Direct Marketing, Small Business, Account Management, Financial Analysis, News Writing, Creative Writing, Proposal Writing, Speech Writing, Business Analysis, Market Analysis, Team Management, Sales Management, Business Planning, Event Planning, Event Management, Teaching Adults, Organizational Behavior, Organizational..., Organizational..., Team Building
Education
Alverno College 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Alverno College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Professional Communication minor, Business, Management, Marketing, and Related Support Services, With Honors
Alverno College August 2015 - Present
Alverno College 2008 - 2012
Geneva Hospitality September 2004 - October 2007
The Redmond Group May 1996 - June 2000
MetLife March 1993 - May 1996
Prudential Securities May 1991 - March 1993
MetLife March 1989 - May 1991
Skills
Marketing Communications, Public Relations, Market Research, Marketing Strategy, Project Management, Social Media, Fundraising, Management, Public Speaking, Leadership, Marketing, Business Strategy, Microsoft Office, Marketing Management, Corporate Branding, Branding & Identity, Brand Management, Direct Marketing, Small Business, Account Management, Financial Analysis, News Writing, Creative Writing, Proposal Writing, Speech Writing, Business Analysis, Market Analysis, Team Management, Sales Management, Business Planning, Event Planning, Event Management, Teaching Adults, Organizational Behavior, Organizational..., Organizational..., Team Building
Education
Alverno College 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Alverno College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Professional Communication minor, Business, Management, Marketing, and Related Support Services, With Honors
Ely Klompus Ely Klompus's Prudential Securities Experience 2000 - 2003
Job Vice President Quality Engineering at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2013 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2007 - 2009
Wachovia Securities (Prudential Securities) 2003 - 2004
Prudential Securities 2000 - 2003
Skills
Management, Multi-cultural team..., Cross Functional Team..., Communication, Distributed Architecture, Software Quality..., Data Quality Assurance, SDLC, Process Improvement, Change Management, Governance, Internal Controls, Executive Reporting, Risk Management, Business Analysis, Black Box Testing, White Box Testing, Agile & Waterfall..., Regression Testing, Quality Center, Quality Assurance, Test Planning, Test Management, Vendor Management, Integration, Software Project..., IT Strategy, Requirements Analysis, Financial Services, Program Management, Project Management, Leadership
Education
Baruch College 1992 — 1994
Master of Business Administration (MBA), Economics, 3.4
Baruch College 1990 — 1992
Bachelor of Business Administration (BBA), Operations Management, 3.7
Moody's Investors Service July 2013 - Present
Morgan Stanley 2010 - 2012
Morgan Stanley 2009 - 2010
Morgan Stanley 2007 - 2009
Wachovia Securities (Prudential Securities) 2003 - 2004
Prudential Securities 2000 - 2003
Skills
Management, Multi-cultural team..., Cross Functional Team..., Communication, Distributed Architecture, Software Quality..., Data Quality Assurance, SDLC, Process Improvement, Change Management, Governance, Internal Controls, Executive Reporting, Risk Management, Business Analysis, Black Box Testing, White Box Testing, Agile & Waterfall..., Regression Testing, Quality Center, Quality Assurance, Test Planning, Test Management, Vendor Management, Integration, Software Project..., IT Strategy, Requirements Analysis, Financial Services, Program Management, Project Management, Leadership
Education
Baruch College 1992 — 1994
Master of Business Administration (MBA), Economics, 3.4
Baruch College 1990 — 1992
Bachelor of Business Administration (BBA), Operations Management, 3.7
John Heil John Heil's Prudential Securities Experience 1992 - 1997
Job President, Retirement Planning & Wealth Management at Market Capital Management, Inc.
Industry Financial Services
Experience
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
Market Capital Management, Inc. May 1987 - Present
MCM Financial Services, Inc. February 2011 - Present
First Union Securities 1997 - 2002
Prudential Securities 1992 - 1997
E.F. Hutton 1987 - 1992
Skills
Retirement Planning, Income Protection, Investments, Wealth Management, Financial Advisory, Financial Planning, Financial Analysis, Financial Advice, Portfolio Management, Certified Divorce..., Mutual Funds, 401k, Retirement, Asset Allocation, Asset Management, Estate Planning, Stocks, Equities, IRA's, Bonds, Mortgage Services, Mortgage Lending, Refinance, Residential Mortgages, Real Estate, Loan Origination
Education
San Diego State University-California State University 1983 — 1986
Bachelor of Science, Economics
Ashford University 2010 — 2012
MBA, Specialization in Finance
State of California 2012 — 2016
Real Estate Broker License, Real Estate
State of California 2012 — 2016
Real Estate Officer License, Real Estate
James Massa, PMP's Prudential Securities Experience February 1992 - September 1996
Job Vice President, PMP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2013 - February 2014
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase 2003 - January 2011
J.P. Morgan September 1996 - 2002
Prudential Securities February 1992 - September 1996
Skills
Program Management, Project Management, Business Analysis, Quality Assurance, Compliance, Mutual Funds, Trading Systems, Fixed Income, Securities, Portfolio Management, Equities, Hedge Funds, Team Leadership, Structured Products, Equity Derivatives, Scrum, Offshore Management, Foreign Exchange, Java, Financial Services, Derivatives, KYC, AML, SDLC, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS Finance, Finance
Carleton College 1987 — 1991
BA, Economics
Stuyvesant High School 1984 — 1987
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2013 - February 2014
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase 2003 - January 2011
J.P. Morgan September 1996 - 2002
Prudential Securities February 1992 - September 1996
Skills
Program Management, Project Management, Business Analysis, Quality Assurance, Compliance, Mutual Funds, Trading Systems, Fixed Income, Securities, Portfolio Management, Equities, Hedge Funds, Team Leadership, Structured Products, Equity Derivatives, Scrum, Offshore Management, Foreign Exchange, Java, Financial Services, Derivatives, KYC, AML, SDLC, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS Finance, Finance
Carleton College 1987 — 1991
BA, Economics
Stuyvesant High School 1984 — 1987
Carolyn (Simeone) Meisner's Prudential Securities Experience July 1993 - April 1999
Job Management Assistant at Reebok
Industry Sports
Experience
Reebok March 2012 - Present
New Balance June 2009 - May 2011
adidas Group/Reebok June 2007 - October 2009
Worcester Sharks Hockey Team March 2006 - April 2007
New England Patriots April 1999 - April 2001
Prudential Securities July 1993 - April 1999
Skills
Certified Event/Wedding..., Certified Corporate..., Hockey Fundraising..., Event Management, Sports, Administration, Hockey, Football, Budget Management, Sponsorship, Fundraising, Sports Marketing, Conferences, Trade Shows, Event Planning, Administrative Support, Hiring, Corporate Communications, Product Marketing, Marketing, Budgets, Management, Negotiation, Sales, Public Relations, Retail, Social Networking, Marketing Communications, Sports Management
Education
Assumption College 1989 — 1993
Bachelor of Arts, Politics
Reebok March 2012 - Present
New Balance June 2009 - May 2011
adidas Group/Reebok June 2007 - October 2009
Worcester Sharks Hockey Team March 2006 - April 2007
New England Patriots April 1999 - April 2001
Prudential Securities July 1993 - April 1999
Skills
Certified Event/Wedding..., Certified Corporate..., Hockey Fundraising..., Event Management, Sports, Administration, Hockey, Football, Budget Management, Sponsorship, Fundraising, Sports Marketing, Conferences, Trade Shows, Event Planning, Administrative Support, Hiring, Corporate Communications, Product Marketing, Marketing, Budgets, Management, Negotiation, Sales, Public Relations, Retail, Social Networking, Marketing Communications, Sports Management
Education
Assumption College 1989 — 1993
Bachelor of Arts, Politics
Paul Church, CFP®'s Prudential Securities Experience June 1991 - June 2002
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC January 2008 - Present
A. G. Edwards June 2002 - January 2008
Prudential Securities June 1991 - June 2002
Prudential Financial April 1985 - June 1991
Skills
Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Securities, Series 63, Asset Management, Financial Advisory, Investment Strategies, Estate Planning, Alternative Investments, Loans, Fixed Annuities, Financial Analysis, Small Business, 401k, Financial Services, Finance, Relationship Management, Credit
Education
Ball State University - College of Business 1978 — 1983
Bachelor's degree, Management/Economics
Paul Harding High School 1974 — 1978
Wells Fargo Advisors LLC January 2008 - Present
A. G. Edwards June 2002 - January 2008
Prudential Securities June 1991 - June 2002
Prudential Financial April 1985 - June 1991
Skills
Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Securities, Series 63, Asset Management, Financial Advisory, Investment Strategies, Estate Planning, Alternative Investments, Loans, Fixed Annuities, Financial Analysis, Small Business, 401k, Financial Services, Finance, Relationship Management, Credit
Education
Ball State University - College of Business 1978 — 1983
Bachelor's degree, Management/Economics
Paul Harding High School 1974 — 1978
Frank Guglielmo Frank Guglielmo's Prudential Securities Experience 1989 - 1996
Job Managing Director at Park Consulting and Author of The Social Leader: Redefining Leadership for the Complex Social Age
Industry Human Resources
Experience
Park Consulting January 2012 - Present
Interpublic Group November 2004 - November 2011
Altria 1997 - 2003
Prudential Securities 1989 - 1996
Skills
Succession Planning, Leadership Development, Executive Coaching, Change Management, Personnel Management, Talent Management, Organizational..., Organizational..., Employee Engagement, Organizational Design, Performance Management, Workforce Planning, Career Development, Deferred Compensation, Employee Relations, Executive Development, Management, Leadership, HRIS, Culture Change, Consulting, Program Management, Training Delivery, Executive Pay, Performance Improvement, Onboarding, Employee Benefits, Employee Training, 360 Feedback, Recruiting, Talent Acquisition, Workshop Facilitation, Human Resources, HR Consulting, Executive Management, Interviews, HR Transformation
Education
Baruch College, City University of New York (CUNY) 1986 — 1995
MS, Industrial Organizational Psychology
The Graduate Center, City University of New York 1985 — 1995
Ph.D., Industrial Organizational Psychology
Fordham University 1980 — 1985
BA, Psychology
Park Consulting January 2012 - Present
Interpublic Group November 2004 - November 2011
Altria 1997 - 2003
Prudential Securities 1989 - 1996
Skills
Succession Planning, Leadership Development, Executive Coaching, Change Management, Personnel Management, Talent Management, Organizational..., Organizational..., Employee Engagement, Organizational Design, Performance Management, Workforce Planning, Career Development, Deferred Compensation, Employee Relations, Executive Development, Management, Leadership, HRIS, Culture Change, Consulting, Program Management, Training Delivery, Executive Pay, Performance Improvement, Onboarding, Employee Benefits, Employee Training, 360 Feedback, Recruiting, Talent Acquisition, Workshop Facilitation, Human Resources, HR Consulting, Executive Management, Interviews, HR Transformation
Education
Baruch College, City University of New York (CUNY) 1986 — 1995
MS, Industrial Organizational Psychology
The Graduate Center, City University of New York 1985 — 1995
Ph.D., Industrial Organizational Psychology
Fordham University 1980 — 1985
BA, Psychology
Cory Berwanger Cory Berwanger's Prudential Securities Experience 1989 - 1998
Job VP Credit Risk Business Management at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland February 2013 - Present
Royal Bank of Scotland February 2010 - January 2013
Royal Bank of Scotland April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Merrill Lynch July 2001 - May 2006
Deutsche Bank 1999 - 2001
Prudential Securities 1989 - 1998
Skills
Fixed Income, Portfolio Management, Financial Risk, Capital Markets, Credit Risk, Equities, Investment Banking, Trading, Banking, Credit, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Economics
Royal Bank of Scotland February 2013 - Present
Royal Bank of Scotland February 2010 - January 2013
Royal Bank of Scotland April 2008 - February 2010
Merrill Lynch June 2006 - April 2008
Merrill Lynch July 2001 - May 2006
Deutsche Bank 1999 - 2001
Prudential Securities 1989 - 1998
Skills
Fixed Income, Portfolio Management, Financial Risk, Capital Markets, Credit Risk, Equities, Investment Banking, Trading, Banking, Credit, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance
Rutgers, The State University of New Jersey-Newark
BA, Economics
Edward Addotta Edward Addotta's Prudential Securities Experience April 1989 - April 2005
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. July 2014 - Present
Subway - Franchise World Headquarters May 2013 - July 2014
Credit Suisse May 2007 - December 2012
JP Morgan Chase May 2005 - May 2007
Prudential Securities April 1989 - April 2005
Skills
SDLC, Project Management, PMP, Vendor Management, Program Management, Agile Methodologies, Project Portfolio..., Software Project..., PMO, Business Analysis, Scrum, Agile Project Management, Change Management, Requirements Analysis, Resource Management, Project Finance, Information Technology, Business Requirements, Process Improvement, Business Intelligence, Business Process, Project Planning, Enterprise Architecture, Requirements Gathering, Certified Scrum Master, Kanban, MS Project, Agile & Waterfall...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems
JPMorgan Chase & Co. July 2014 - Present
Subway - Franchise World Headquarters May 2013 - July 2014
Credit Suisse May 2007 - December 2012
JP Morgan Chase May 2005 - May 2007
Prudential Securities April 1989 - April 2005
Skills
SDLC, Project Management, PMP, Vendor Management, Program Management, Agile Methodologies, Project Portfolio..., Software Project..., PMO, Business Analysis, Scrum, Agile Project Management, Change Management, Requirements Analysis, Resource Management, Project Finance, Information Technology, Business Requirements, Process Improvement, Business Intelligence, Business Process, Project Planning, Enterprise Architecture, Requirements Gathering, Certified Scrum Master, Kanban, MS Project, Agile & Waterfall...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems
Jim Mercogliano Jim Mercogliano's Prudential Securities Experience 1983 - 2005
Job Retired !
Industry Investment Banking
Experience
.. May 2013 - Present
Deutsche Bank April 2006 - May 2013
Prudential Securities 1983 - 2005
Skills
Capital Markets, Equities, Fixed Income, Management Consulting, Middle Office, Corporate Finance, Derivatives, Investment Banking, Financial Audits, Prime Brokerage, Back Office, Accounting, Securities, Bloomberg, Hedge Funds, Financial Services, FX Options, Operational Risk
Education
Bernard M. Baruch College 1978 — 1982
Bachelor of Business Administration, Cum Laude, Public Accounting
.. May 2013 - Present
Deutsche Bank April 2006 - May 2013
Prudential Securities 1983 - 2005
Skills
Capital Markets, Equities, Fixed Income, Management Consulting, Middle Office, Corporate Finance, Derivatives, Investment Banking, Financial Audits, Prime Brokerage, Back Office, Accounting, Securities, Bloomberg, Hedge Funds, Financial Services, FX Options, Operational Risk
Education
Bernard M. Baruch College 1978 — 1982
Bachelor of Business Administration, Cum Laude, Public Accounting
Michael Tsafas Michael Tsafas's Prudential Securities Experience 1985 - 2000
Job Sr. Architect, Consultant at Yablon Consulting
Industry Financial Services
Experience
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Yablon Consulting October 2012 - Present
Jefferies & Company June 2009 - October 2012
Fidessa February 2008 - June 2009
Bear Stearns March 2007 - February 2008
NASDAQ April 2001 - March 2007
Instinet April 2000 - April 2001
Prudential Securities 1985 - 2000
American Banker/The Bond Buyer 1983 - 1985
SDPS November 1979 - March 1983
Binary Data Systems November 1976 - August 1979
Skills
Equities, Trading Systems, Electronic Trading, Capital Markets, Investments, Fixed Income, Bloomberg, Prime Brokerage, Equity Trading, Market Data, Equity Derivatives, Trading, Low Latency, Hedge Funds, Options, Investment Banking, Series 7, Financial Services, Risk Management, Derivatives, Series 24, Financial Markets, Fidessa, Series 63, Securities, Exchange Connectivity, High Frequency Trading, Proprietary Trading, Market Risk, Management, Business Analysis
Education
SUNY Empire State College
Strategic Application of Technology in Finance
Webb Institute 1975 — 1979
Naval Architecture
Turner Gaw's Prudential Securities Experience 1993 - 1995
Job Entrepreneur & Small Business Lending at First State Bank
Industry Public Relations and Communications
Experience
First State Bank July 2012 - Present
TDO Strategic Services March 2003 - June 2012
Union Planters Bank January 2002 - February 2003
Attain, Incorporated June 1996 - December 2002
Prudential Securities 1993 - 1995
Skills
New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Marketing, Microsoft Office, Business Development, Consulting, Sales, Sales Management, Team Leadership, Small Business, Customer Service, Leadership, Account Management, Fundraising, Team Building, Public Relations, Contract Negotiation, Budgets, Investments, Event Planning, Microsoft Excel, Coaching, Leadership Development, Training, Marketing Communications, Banking, Strategy, Entrepreneurship, Nonprofits, Social Media, Advertising, Project Management, Social Media Marketing, Networking, Event Management, Finance, Start-ups, Online Marketing, Strategic Partnerships, Market Planning, Small Business Lending, Email Marketing, Business Planning, B2B, Financial Analysis, Business Strategy, Salesforce.com
Education
Lipscomb University 1988 — 1993
B.A, Communications
Turner C. Gaw 1988 — 1992
BA, Communications
Abilene Christian University 1988 — 1989
First State Bank July 2012 - Present
TDO Strategic Services March 2003 - June 2012
Union Planters Bank January 2002 - February 2003
Attain, Incorporated June 1996 - December 2002
Prudential Securities 1993 - 1995
Skills
New Business Development, Public Speaking, Marketing Strategy, Strategic Planning, Marketing, Microsoft Office, Business Development, Consulting, Sales, Sales Management, Team Leadership, Small Business, Customer Service, Leadership, Account Management, Fundraising, Team Building, Public Relations, Contract Negotiation, Budgets, Investments, Event Planning, Microsoft Excel, Coaching, Leadership Development, Training, Marketing Communications, Banking, Strategy, Entrepreneurship, Nonprofits, Social Media, Advertising, Project Management, Social Media Marketing, Networking, Event Management, Finance, Start-ups, Online Marketing, Strategic Partnerships, Market Planning, Small Business Lending, Email Marketing, Business Planning, B2B, Financial Analysis, Business Strategy, Salesforce.com
Education
Lipscomb University 1988 — 1993
B.A, Communications
Turner C. Gaw 1988 — 1992
BA, Communications
Abilene Christian University 1988 — 1989
Nicholas Bruno's Prudential Securities Experience 1999 - 2004
Job Managing DirectorMarket Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2011 - Present
Wells Fargo Advisors, LLC 2004 - 2011
Prudential Securities 1999 - 2004
Skills
Overall Market..., Practice Management, Retain and Attract..., New Business Development, Relationship Management, Training & Development, Risk Management
Education
American University - Kogod School of Business 1985 — 1990
BSBA, Marketing Major
Wells Fargo Advisors, LLC September 2011 - Present
Wells Fargo Advisors, LLC 2004 - 2011
Prudential Securities 1999 - 2004
Skills
Overall Market..., Practice Management, Retain and Attract..., New Business Development, Relationship Management, Training & Development, Risk Management
Education
American University - Kogod School of Business 1985 — 1990
BSBA, Marketing Major
Allen Weintraub Allen Weintraub's Prudential Securities Experience 1991 - 1994
Job Precision Advisors Group Managing Member
Industry Financial Services
Experience
Precision Advisors Group 2004 - Present
Landmarc Capital and Investment June 2007 - August 2008
Piper Jaffray 2001 - 2004
Principal Financial Securities 1998 - 2001
Paine Webber 1994 - 1998
Prudential Securities 1991 - 1994
Merrill Lynch 1987 - 1991
Skills
Private Equity, Alternative Investments, Real Estate, Financial Analysis, Investments, Venture Capital, Business Strategy, New Business Development, Fundraising, Investment Banking, Management Consulting, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital, Start-ups, Commercial Real Estate, Executive Management, Investment Management, Finance, Capital Markets, Funding, Asset Allocation, Mutual Funds, Asset Management, Investor Relations, Financial Advisory, Investment Strategies, Due Diligence, Financial Structuring, Portfolio Management, Hedge Funds, Valuation, Equities, Strategic Financial..., Emerging Markets, Securities, Structured Finance, IPO, Investment Advisory, Institutional..., Bonds, Equity Research, Trading, Series 7, ETFs, Financial Services, Financial Planning, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 1983 — 1985
BS, Finance
Hong Kong International School 1977 — 1980
HS Diploma, General
Precision Advisors Group 2004 - Present
Landmarc Capital and Investment June 2007 - August 2008
Piper Jaffray 2001 - 2004
Principal Financial Securities 1998 - 2001
Paine Webber 1994 - 1998
Prudential Securities 1991 - 1994
Merrill Lynch 1987 - 1991
Skills
Private Equity, Alternative Investments, Real Estate, Financial Analysis, Investments, Venture Capital, Business Strategy, New Business Development, Fundraising, Investment Banking, Management Consulting, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital, Start-ups, Commercial Real Estate, Executive Management, Investment Management, Finance, Capital Markets, Funding, Asset Allocation, Mutual Funds, Asset Management, Investor Relations, Financial Advisory, Investment Strategies, Due Diligence, Financial Structuring, Portfolio Management, Hedge Funds, Valuation, Equities, Strategic Financial..., Emerging Markets, Securities, Structured Finance, IPO, Investment Advisory, Institutional..., Bonds, Equity Research, Trading, Series 7, ETFs, Financial Services, Financial Planning, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 1983 — 1985
BS, Finance
Hong Kong International School 1977 — 1980
HS Diploma, General
Ron Sayre - MBA Ron Sayre - MBA's Prudential Securities Experience 2001 - 2002
Job Seeking professional position.
Industry Accounting
Experience
Advanced Drainage Systems, Inc. 2011 - 2011
COACT Associates 2010 - 2011
Bowling Green State University 2008 - 2009
Independence Medical 2002 - 2003
Prudential Securities 2001 - 2002
McDonald Investments 1997 - 2001
KeyCorp 1996 - 1997
KeyCorp 1995 - 1996
Skills
Accounting, Variance Analysis, Sales, Strategic Planning, Account Management, New Business Development, Budgets, Microsoft Excel, Recruiting, Business Development, Microsoft Office, Leadership, PowerPoint, Data Analysis, Analysis, Finance, Financial Analysis, Management, Project Management, Public Speaking
Education
Bowling Green State University 2008 — 2009
MBA, Accounting
Baldwin Wallace University
Bachelors, Business Administration-Finance
Advanced Drainage Systems, Inc. 2011 - 2011
COACT Associates 2010 - 2011
Bowling Green State University 2008 - 2009
Independence Medical 2002 - 2003
Prudential Securities 2001 - 2002
McDonald Investments 1997 - 2001
KeyCorp 1996 - 1997
KeyCorp 1995 - 1996
Skills
Accounting, Variance Analysis, Sales, Strategic Planning, Account Management, New Business Development, Budgets, Microsoft Excel, Recruiting, Business Development, Microsoft Office, Leadership, PowerPoint, Data Analysis, Analysis, Finance, Financial Analysis, Management, Project Management, Public Speaking
Education
Bowling Green State University 2008 — 2009
MBA, Accounting
Baldwin Wallace University
Bachelors, Business Administration-Finance
David Israel, MBA's Prudential Securities Experience 1997 - 2002
Job Director of Field Outreach at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Laura Lucchesi, PMP, CUA's Prudential Securities Experience 1986 - 1989
Job Associate, User Experience and Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
Abe Borenstein's Prudential Securities Experience 1986 - 2000
Job Senior Managing Director at First Republic Private Wealth Management/ Investment Consultant
Industry Investment Management
Experience
First Republic Securities November 2006 - Present
Team in training 1980 - Present
Ryan Beck & Co. / Gruntal & Co. March 2000 - November 2006
Prudential Securities 1986 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Wealth Management, Equities, Series 7, Alternative Investments, Institutional Investors, Investment Advisory, Institutional..., Capital Markets, Derivatives, Options, Series 63, Hedge Funds, Securities, Strategic Financial..., Investment Management, Asset Allocation, Asset Management, Investment Banking, Investment Strategies, Private Banking, Financial Services, Financial Advisory, FINRA, Private Equity, Trading, Series 24, Bonds, Banking, Equity Research, Bloomberg, Wealth Management..., Series 65, Structured Products, ETFs, High Net Worth..., Financial Markets, Due Diligence, Valuation, Securities Lending, Relationship Management, Retirement Planning, FX Options, Separately Managed..., AML, Finance, Management
Education
City University of New York-Baruch College - Zicklin School of Business 1975 — 1979
Finance
First Republic Securities November 2006 - Present
Team in training 1980 - Present
Ryan Beck & Co. / Gruntal & Co. March 2000 - November 2006
Prudential Securities 1986 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Mutual Funds, Wealth Management, Equities, Series 7, Alternative Investments, Institutional Investors, Investment Advisory, Institutional..., Capital Markets, Derivatives, Options, Series 63, Hedge Funds, Securities, Strategic Financial..., Investment Management, Asset Allocation, Asset Management, Investment Banking, Investment Strategies, Private Banking, Financial Services, Financial Advisory, FINRA, Private Equity, Trading, Series 24, Bonds, Banking, Equity Research, Bloomberg, Wealth Management..., Series 65, Structured Products, ETFs, High Net Worth..., Financial Markets, Due Diligence, Valuation, Securities Lending, Relationship Management, Retirement Planning, FX Options, Separately Managed..., AML, Finance, Management
Education
City University of New York-Baruch College - Zicklin School of Business 1975 — 1979
Finance
Culbert Padlan's Prudential Securities Experience October 1998 - September 2004
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Morgan Stanley January 2006 - June 2007
Prudential Securities October 1998 - September 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA
Queensborough Community College 1992 — 1995
Morgan Stanley January 2006 - June 2007
Prudential Securities October 1998 - September 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA
Queensborough Community College 1992 — 1995
Alicja Prior's Prudential Securities Experience February 1997 - March 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Prudential Securities February 1997 - March 2005
Skills
JCL, COBOL, CICS, Syncsort, TSO, DB2, VSAM, Mainframe, IBM Mainframe
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Queensborough Community College 1991 — 1995
Prudential Securities February 1997 - March 2005
Skills
JCL, COBOL, CICS, Syncsort, TSO, DB2, VSAM, Mainframe, IBM Mainframe
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
Queensborough Community College 1991 — 1995
John Pryal's Prudential Securities Experience 1995 - 2000
Job Senior Network Analyst at MercedesBenz USA
Industry Automotive
Experience
Mercedes-Benz USA Senior Network AnalystMercedes-Benz2003 - Present
Prudential Securities 1995 - 2000
Education
Baruch College, City University of New York (CUNY)
Mercedes-Benz USA Senior Network AnalystMercedes-Benz2003 - Present
Prudential Securities 1995 - 2000
Education
Baruch College, City University of New York (CUNY)
Kristin Carlin's Prudential Securities Experience June 1995 - March 1998
Job Hunter Investment Partners, LLC
Industry Financial Services
Experience
Hunter Investment Partners, LLC January 2012 - Present
100 Women in Hedge Funds Trader/Portfolio Manager PAC 2006 - 2012
Bedford Oak Partners, L.P. March 1998 - June 2010
Prudential Securities June 1995 - March 1998
Skills
Alternative Investments, Hedge Funds, Institutional..., Options, Financial Markets, Investment Management, Investment Strategies, Valuation, ETFs, Wealth Management, Due Diligence, Trading Strategies, Hedging, Equity Derivatives, Risk Management, Technical Analysis, Retirement Planning, Finance, High Net Worth..., Options Strategies
Education
NY Institute of Finance 1996 — 1997
Coursework, Technical Analysis
Alfred University 1988 — 1992
BS, Clinical/Counseling Psychology
Hunter Investment Partners, LLC January 2012 - Present
100 Women in Hedge Funds Trader/Portfolio Manager PAC 2006 - 2012
Bedford Oak Partners, L.P. March 1998 - June 2010
Prudential Securities June 1995 - March 1998
Skills
Alternative Investments, Hedge Funds, Institutional..., Options, Financial Markets, Investment Management, Investment Strategies, Valuation, ETFs, Wealth Management, Due Diligence, Trading Strategies, Hedging, Equity Derivatives, Risk Management, Technical Analysis, Retirement Planning, Finance, High Net Worth..., Options Strategies
Education
NY Institute of Finance 1996 — 1997
Coursework, Technical Analysis
Alfred University 1988 — 1992
BS, Clinical/Counseling Psychology
Enrique Jocelyn Holt's Prudential Securities Experience 1995 - 1997
Job Sr. Vice President and Director of Client Services at EFG Capital
Industry Banking
Experience
EFG Capital December 2008 - Present
Lloyds TSB Bank plc August 1997 - December 2008
Prudential Securities 1995 - 1997
ING 1993 - 1995
Bank of Boston 1986 - 1993
Bank of Boston International 1986 - 1993
Skills
Investments, Structured Products, Portfolio Management, Banking, Asset Management, Private Banking, Commercial Banking, Mutual Funds, Private Equity, Investment Banking, Wealth Management, Financial Markets, Asset Managment, Hedge Funds, Credit Risk, Financial Services, AML, Equities, Corporate Finance, Fixed Income, Derivatives, Business Development, Capital Markets, Wealth Management..., Investment Advisory, Financial Risk, KYC, Securities
Education
American University 1979 — 1981
Pontificia Universidad Católica de Chile 1978 — 1979
derecho, derecho
Walt Whitman High School 1973 — 1976
High School
EFG Capital December 2008 - Present
Lloyds TSB Bank plc August 1997 - December 2008
Prudential Securities 1995 - 1997
ING 1993 - 1995
Bank of Boston 1986 - 1993
Bank of Boston International 1986 - 1993
Skills
Investments, Structured Products, Portfolio Management, Banking, Asset Management, Private Banking, Commercial Banking, Mutual Funds, Private Equity, Investment Banking, Wealth Management, Financial Markets, Asset Managment, Hedge Funds, Credit Risk, Financial Services, AML, Equities, Corporate Finance, Fixed Income, Derivatives, Business Development, Capital Markets, Wealth Management..., Investment Advisory, Financial Risk, KYC, Securities
Education
American University 1979 — 1981
Pontificia Universidad Católica de Chile 1978 — 1979
derecho, derecho
Walt Whitman High School 1973 — 1976
High School
Tim Kisling's Prudential Securities Experience August 1997 - April 2000
Job Managing Director at Citi
Industry Investment Banking
Experience
Citi July 2014 - Present
Deutsche Bank April 2010 - July 2014
UBS Investment Bank April 2000 - March 2010
Prudential Securities August 1997 - April 2000
Skills
Mergers & Acquisitions, Management, Investment Banking, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, Fixed Income, Corporate Finance, LBO, Derivatives, Due Diligence, Financial Structuring
Education
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Citi July 2014 - Present
Deutsche Bank April 2010 - July 2014
UBS Investment Bank April 2000 - March 2010
Prudential Securities August 1997 - April 2000
Skills
Mergers & Acquisitions, Management, Investment Banking, Capital Markets, Private Equity, Valuation, Equities, Hedge Funds, Financial Modeling, Fixed Income, Corporate Finance, LBO, Derivatives, Due Diligence, Financial Structuring
Education
Amherst College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Mario Di Trapani's Prudential Securities Experience September 1993 - April 1994
Job VP at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Financial Industry Regulatory Authority March 2006 - Present
UBS September 1998 - February 2006
Credit Suisse May 1994 - September 1998
Prudential Securities September 1993 - April 1994
Merrill Lynch June 1982 - September 1993
Skills
FINRA, Capital Markets, Securities Regulation, Securities, Financial Services, AML, Equities, Mutual Funds, Risk Management, Series 7, Fraud, Hedge Funds, Due Diligence, Executive Management, SEC, Series 24, Anti Money Laundering, Series 63, Compliance Oversight
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Finance and Investments
Ed Mann's Prudential Securities Experience 1994 - 1999
Job VP Information Systems at Prudential FinancialRetired
Industry Computer Networking
Experience
my own company. VP Information SystemsPrudential FinancialOctober 1999 - January 2012
Prudential Securities 1994 - 1999
Sony Music 1992 - 1994
American Express 1988 - 1992
Tiffany & Company October 1974 - February 1985
Skills
IT Strategy
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Computer Methodology
Queens College 1969 — 1974
BA, Computer Methodology
my own company. VP Information SystemsPrudential FinancialOctober 1999 - January 2012
Prudential Securities 1994 - 1999
Sony Music 1992 - 1994
American Express 1988 - 1992
Tiffany & Company October 1974 - February 1985
Skills
IT Strategy
Education
Baruch College, City University of New York (CUNY) 1974 — 1979
MBA, Computer Methodology
Queens College 1969 — 1974
BA, Computer Methodology
Jennifer M. Pope's Prudential Securities Experience December 1996 - October 2003
Job Vice President Wealth Management, Wealth Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2003 - Present
Prudential Securities December 1996 - October 2003
Nuveen Investments May 1989 - March 1996
Education
Albion College 1985 — 1989
BA, Economics, Accounting, French
UBS Financial Services, Inc. October 2003 - Present
Prudential Securities December 1996 - October 2003
Nuveen Investments May 1989 - March 1996
Education
Albion College 1985 — 1989
BA, Economics, Accounting, French
Adam Zabon's Prudential Securities Experience August 1999 - April 2001
Job Vice President Regulatory Audits & Inquiries at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Goldman Sachs December 2007 - January 2010
Goldman Sachs June 2005 - December 2007
Weshcott Walsh Associates April 2004 - June 2005
Morgan Stanley Dean Witter June 2001 - August 2002
Prudential Securities August 1999 - April 2001
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
MBA, Marketing
Washington University in St. Louis 1995 — 1999
BA, Psychology
Goldman Sachs 2010 - Present
Goldman Sachs December 2007 - January 2010
Goldman Sachs June 2005 - December 2007
Weshcott Walsh Associates April 2004 - June 2005
Morgan Stanley Dean Witter June 2001 - August 2002
Prudential Securities August 1999 - April 2001
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
MBA, Marketing
Washington University in St. Louis 1995 — 1999
BA, Psychology
JP Duffy's Prudential Securities Experience October 2000 - November 2002
Job Senior Director Product Management at Broadridge
Industry Financial Services
Experience
Broadridge April 2009 - Present
Consultant March 2008 - April 2009
Bank of New York Mellon November 2005 - February 2008
JPMorgan Chase April 2003 - November 2005
Prudential Securities October 2000 - November 2002
Chase Investment Services Corp March 1997 - October 2000
Vytra Health Plans September 1996 - March 1997
Dreyfus January 1990 - September 1996
Skills
Product Management, Mutual Funds, E-commerce, Series 7, Financial Services, Banking, Marketing Communications, Relationship Management, Securities, Product Development, Business Analysis, Back Office, Payments, Fixed Income, Corporate Actions, Vendor Management, Series 63, Settlement, Prime Brokerage, Middle Office, FINRA, Series 24, Trading Systems, Equities, Management
Education
Adelphi University 1985 — 1989
Bachelor of Science
Broadridge April 2009 - Present
Consultant March 2008 - April 2009
Bank of New York Mellon November 2005 - February 2008
JPMorgan Chase April 2003 - November 2005
Prudential Securities October 2000 - November 2002
Chase Investment Services Corp March 1997 - October 2000
Vytra Health Plans September 1996 - March 1997
Dreyfus January 1990 - September 1996
Skills
Product Management, Mutual Funds, E-commerce, Series 7, Financial Services, Banking, Marketing Communications, Relationship Management, Securities, Product Development, Business Analysis, Back Office, Payments, Fixed Income, Corporate Actions, Vendor Management, Series 63, Settlement, Prime Brokerage, Middle Office, FINRA, Series 24, Trading Systems, Equities, Management
Education
Adelphi University 1985 — 1989
Bachelor of Science
Daniel Bruk's Prudential Securities Experience 1992 - 1994
Job Head of Markets ComplianceNorth America at Commerzbank AG
Industry Investment Banking
Experience
Commerzbank AG August 2009 - Present
Dresdner Kleinwort May 2007 - August 2009
Royal Bank of Scotland December 2003 - May 2007
Family Management Corporation April 2000 - July 2003
Financial Industry Regulatory Authority (fka, NASD) 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Securities, Capital Markets, Fixed Income, Derivatives, Equities, Banking, Series 7, AML, Financial Markets, Alternative Investments, Series 24, Series 66, Series 4, Dodd-Frank, Structured Finance, Structured Products, FX Options, FX trading, Equity Derivatives, Equity Research, FINRA, Loans, Mergers & Acquisitions, Private Placements, Emerging Markets, Trading, Private Equity
Education
Adelphi University 1996 — 1998
MBA, Business Administration
Michigan State University 1986 — 1991
BA, Finance/Business Administration
Commerzbank AG August 2009 - Present
Dresdner Kleinwort May 2007 - August 2009
Royal Bank of Scotland December 2003 - May 2007
Family Management Corporation April 2000 - July 2003
Financial Industry Regulatory Authority (fka, NASD) 1994 - 2000
Prudential Securities 1992 - 1994
Skills
Securities, Capital Markets, Fixed Income, Derivatives, Equities, Banking, Series 7, AML, Financial Markets, Alternative Investments, Series 24, Series 66, Series 4, Dodd-Frank, Structured Finance, Structured Products, FX Options, FX trading, Equity Derivatives, Equity Research, FINRA, Loans, Mergers & Acquisitions, Private Placements, Emerging Markets, Trading, Private Equity
Education
Adelphi University 1996 — 1998
MBA, Business Administration
Michigan State University 1986 — 1991
BA, Finance/Business Administration
Helen Serlis's Prudential Securities Experience June 1998 - November 2003
Job Lease Admin at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley December 2005 - Present
Prudential Securities June 1998 - November 2003
Skills
Leases, Corporate Real Estate, Lease Administration, Real Estate
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Morgan Stanley December 2005 - Present
Prudential Securities June 1998 - November 2003
Skills
Leases, Corporate Real Estate, Lease Administration, Real Estate
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Mona Kwan's Prudential Securities Experience May 1999 - December 2000
Job Director and Mark Twain Comprehension & Math Tutor at Pegasus Circle, Inc.
Industry Financial Services
Experience
The Atlantic Group October 2013 - June 2014
Pegasus Circle, Inc. September 2005 - June 2014
Thomson Reuters September 2004 - November 2009
Robert Half International November 2002 - September 2004
Nomura Corporate Research & Asset Management December 2000 - December 2001
Prudential Securities May 1999 - December 2000
Chong Hing Jewelers May 1997 - April 1999
Dean Witter Morgan Stanley December 1995 - May 1997
Skills
Market Data, FX Options, Trading Systems, Fixed Income, Financial Markets, Capital Markets, Derivatives, Trading, Bonds, Bloomberg, Options, Money Market, Foreign Exchange, Equities, Treasury, Business Analysis, Analysis
Education
City University of New York-Baruch College 1992 — 1997
Bachelor of Business Administration (BBA), International Business and Finance
The Atlantic Group October 2013 - June 2014
Pegasus Circle, Inc. September 2005 - June 2014
Thomson Reuters September 2004 - November 2009
Robert Half International November 2002 - September 2004
Nomura Corporate Research & Asset Management December 2000 - December 2001
Prudential Securities May 1999 - December 2000
Chong Hing Jewelers May 1997 - April 1999
Dean Witter Morgan Stanley December 1995 - May 1997
Skills
Market Data, FX Options, Trading Systems, Fixed Income, Financial Markets, Capital Markets, Derivatives, Trading, Bonds, Bloomberg, Options, Money Market, Foreign Exchange, Equities, Treasury, Business Analysis, Analysis
Education
City University of New York-Baruch College 1992 — 1997
Bachelor of Business Administration (BBA), International Business and Finance
Terri Anne Powers's Prudential Securities Experience March 2001 - February 2003
Job Director of North American Investor Relations at Veolia Environnement
Industry Environmental Services
Experience
Veolia Environnement July 2009 - Present
Robert W. Baird March 2003 - November 2007
Prudential Securities March 2001 - February 2003
G.D. Searle & Co December 1999 - January 2001
G.D. Searle & Co. August 1998 - December 1999
G.D. Searle & Co. May 1997 - August 1998
Skills
Financial Modeling, Valuation, Mergers, Competitive Analysis, Market Research, CRM, Teamwork, Customer Acquisition, Consensus Building, Investment Research, Investor Relations, Financial Analysis, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Managment
Alma College 1993 — 1997
B.S., Chemistry
Veolia Environnement July 2009 - Present
Robert W. Baird March 2003 - November 2007
Prudential Securities March 2001 - February 2003
G.D. Searle & Co December 1999 - January 2001
G.D. Searle & Co. August 1998 - December 1999
G.D. Searle & Co. May 1997 - August 1998
Skills
Financial Modeling, Valuation, Mergers, Competitive Analysis, Market Research, CRM, Teamwork, Customer Acquisition, Consensus Building, Investment Research, Investor Relations, Financial Analysis, Corporate Finance, Investments, Finance
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance, Strategic Managment
Alma College 1993 — 1997
B.S., Chemistry
Hale Kurpit's Prudential Securities Experience July 1991 - August 1995
Job Consultant for Collabera
Industry Information Technology and Services
Experience
Collabera September 2012 - Present
Colonial Life June 2012 - September 2012
Primerica February 2012 - June 2012
Assured Systems October 2009 - August 2011
Expersolve Inc. October 2008 - March 2009
JPMorgan Chase March 1998 - April 2008
JPMorgan Chase 1996 - 2008
Pinkerton Computer Consultants July 1991 - March 1998
Prudential Securities July 1991 - August 1995
Skills
COBOL, CICS, DB2/SQL, JCL, Microsoft Office, Visio
Education
Adelphi University 1981 — 1984
BBA, Management
Collabera September 2012 - Present
Colonial Life June 2012 - September 2012
Primerica February 2012 - June 2012
Assured Systems October 2009 - August 2011
Expersolve Inc. October 2008 - March 2009
JPMorgan Chase March 1998 - April 2008
JPMorgan Chase 1996 - 2008
Pinkerton Computer Consultants July 1991 - March 1998
Prudential Securities July 1991 - August 1995
Skills
COBOL, CICS, DB2/SQL, JCL, Microsoft Office, Visio
Education
Adelphi University 1981 — 1984
BBA, Management
Tom Kopel's Prudential Securities Experience 1996 - 1999
Job at The Oley Baker
Industry Food & Beverages
Experience
The Oley Baker June 2003 - Present
Berkshire Capital Management July 1999 - October 2002
Prudential Securities 1996 - 1999
Thomas G. Kopel Inc. August 1974 - July 1995
United States Navy August 1967 - January 1972
United States Air Force January 1965 - August 1967
Skills
Naval Aviator/Pilot, Antique Persian Rugs, Yeast Breads, Navy, Government, Air Force, Logistics, Military, Flights, Public Speaking, Public Relations, Strategic Planning, Leadership, Team Building, Budgets, Operations Management, Program Management, Social Media, Microsoft Office, Law Enforcement, Social Networking
Education
Albright College 1960 — 1964
A.B. Economics, Economics, History
Albright College 1960 — 1964
Bachelor of Arts (B.A.), AB Economics
The Oley Baker June 2003 - Present
Berkshire Capital Management July 1999 - October 2002
Prudential Securities 1996 - 1999
Thomas G. Kopel Inc. August 1974 - July 1995
United States Navy August 1967 - January 1972
United States Air Force January 1965 - August 1967
Skills
Naval Aviator/Pilot, Antique Persian Rugs, Yeast Breads, Navy, Government, Air Force, Logistics, Military, Flights, Public Speaking, Public Relations, Strategic Planning, Leadership, Team Building, Budgets, Operations Management, Program Management, Social Media, Microsoft Office, Law Enforcement, Social Networking
Education
Albright College 1960 — 1964
A.B. Economics, Economics, History
Albright College 1960 — 1964
Bachelor of Arts (B.A.), AB Economics
Amy Speranza's Prudential Securities Experience 2001 - 2003
Job Manager, Leadership Development at GE
Industry Financial Services
Experience
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
Sal Amoreno's Prudential Securities Experience September 1988 - October 1998
Job AD at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital VPB Harris IncOctober 2000 - July 2006
JPMorgan Chase October 1998 - October 2000
Prudential Securities September 1988 - October 1998
Skills
Coaching, IT Strategy, Management, ITIL, Leadership, Data Center, Risk Management, Trading Systems, Disaster Recovery, Business Analysis, Fixed Income, Advertising, Microsoft Excel, Project Management, SDLC, Portfolio Management, Project Planning, Vendor Management, Program Management, Change Management
Education
Adelphi University 1988 — 1992
BS, Management & Communications
Barclays Capital VPB Harris IncOctober 2000 - July 2006
JPMorgan Chase October 1998 - October 2000
Prudential Securities September 1988 - October 1998
Skills
Coaching, IT Strategy, Management, ITIL, Leadership, Data Center, Risk Management, Trading Systems, Disaster Recovery, Business Analysis, Fixed Income, Advertising, Microsoft Excel, Project Management, SDLC, Portfolio Management, Project Planning, Vendor Management, Program Management, Change Management
Education
Adelphi University 1988 — 1992
BS, Management & Communications
Brian Guzy's Prudential Securities Experience 1990 - 1993
Job Physician Practice Operations Analyst at Bassett Healthcare Network
Industry Health, Wellness and Fitness
Experience
Bassett Healthcare Network April 2014 - Present
Achieve with Chess October 2013 - Present
BSG Investments October 2005 - Present
Chess in the Schools September 2011 - August 2012
CS First Boston March 1996 - April 2001
Lehman Brothers April 1993 - April 1996
Prudential Securities 1990 - 1993
Prudential Financial 1989 - 1993
Prudential Securities 1989 - 1992
Skills
Mortgage Lending, Investments, Sales, Equities, Investment Properties, Trading, Coaching, Strategic Planning, Strategy, Public Speaking, Social Media
Education
State University of New York College at Oneonta 1984 — 1988
Bachelors of Arts, Psychology
City University of New York-Baruch College
Biology, General
Bassett Healthcare Network April 2014 - Present
Achieve with Chess October 2013 - Present
BSG Investments October 2005 - Present
Chess in the Schools September 2011 - August 2012
CS First Boston March 1996 - April 2001
Lehman Brothers April 1993 - April 1996
Prudential Securities 1990 - 1993
Prudential Financial 1989 - 1993
Prudential Securities 1989 - 1992
Skills
Mortgage Lending, Investments, Sales, Equities, Investment Properties, Trading, Coaching, Strategic Planning, Strategy, Public Speaking, Social Media
Education
State University of New York College at Oneonta 1984 — 1988
Bachelors of Arts, Psychology
City University of New York-Baruch College
Biology, General
Amer Helmy's Prudential Securities Experience 2000 - 2004
Job IT Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Fidelity Investments August 2014 - Present
Morgan Stanley June 2012 - May 2014
Fidelity Investments April 2009 - June 2012
Prudential Investments. August 2008 - January 2009
Morgan Stanley June 2007 - April 2008
Prudential Financial April 2005 - June 2007
Wachovia Securities/Prudential Securities May 1995 - April 2005
Prudential Securities 2000 - 2004
Wachovia Securities, LLC 2000 - 2004
Delaware Charter Guarantee & Trust February 1994 - May 1995
Skills
CICS, SDLC, Business Analysis, Business Requirements, Management, Project Management, JCL, Software Project..., Databases, VSAM, Mainframe, Enterprise Architecture, Data Modeling, Agile Methodologies, IBM Mainframe, Process Improvement, Project Portfolio..., Requirements Analysis, Program Management, COBOL, Business Intelligence, Visio, IT Strategy, Disaster Recovery, DB2, Change Management, Systems Analysis, Project Planning, Financial Services, Requirements Gathering, User Acceptance Testing, Business Process, Risk Management, MS Project, SharePoint, Integration, IT Management, Software Documentation, Fileaid, Analysis, Quality Center, SQL, Data Warehousing, Endeavor, MVS, Leadership, PMO
Education
Brookdale Community College 2005 — 2006
Chubb Institute 1992 — 2000
Alexandria University 1985 — 1990
pychology
Jerome Altschul, MBA, CIMA's Prudential Securities Experience 1992 - 1996
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
Christine Skupienski's Prudential Securities Experience February 1999 - March 2002
Job Sr. Systems Analyst at AIG
Industry Computer Networking
Experience
Chartis Insurance May 2002 - Present
Prudential Securities February 1999 - March 2002
Skills
Requirements Analysis, Time Management, SDLC, Visio, Requirements Gathering, Software Documentation, DB2, Systems Analysis, Disaster Recovery, Oracle, Business Analysis, Microsoft SQL Server, ETL, SQL, Vendor Management, Data Warehousing, SharePoint
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BS, Computer Information Systems
Rider University 1984 — 1988
BA, Marketing & French
Chartis Insurance May 2002 - Present
Prudential Securities February 1999 - March 2002
Skills
Requirements Analysis, Time Management, SDLC, Visio, Requirements Gathering, Software Documentation, DB2, Systems Analysis, Disaster Recovery, Oracle, Business Analysis, Microsoft SQL Server, ETL, SQL, Vendor Management, Data Warehousing, SharePoint
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BS, Computer Information Systems
Rider University 1984 — 1988
BA, Marketing & French
Eugene Zeldin's Prudential Securities Experience June 1999 - January 2004
Job Senior Application Developer / Architecture Services at UPS
Industry Information Technology and Services
Experience
UPS October 2014 - Present
Broadridge Financial Solutions May 2013 - August 2014
Prudential Financial December 2009 - May 2013
Prudential Financial January 2004 - November 2009
Prudential Securities June 1999 - January 2004
EJR Computers December 1994 - June 1999
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., IT Strategy, COBOL, Vendor Management, Business Intelligence, PMO, Enterprise Architecture, Software Development, DB2, Requirements Gathering, Business Requirements, Project Portfolio..., PMP, Leadership, Visio, Systems Analysis, SOA, Business Process..., IT Management, Business Process, Integration, SharePoint, Project Delivery, Agile Methodologies, Data Warehousing, Microsoft SQL Server, User Acceptance Testing, Management
Education
Belarusian State University of Informatics and Radioelectronics 1977 — 1982
Telecomunication
UPS October 2014 - Present
Broadridge Financial Solutions May 2013 - August 2014
Prudential Financial December 2009 - May 2013
Prudential Financial January 2004 - November 2009
Prudential Securities June 1999 - January 2004
EJR Computers December 1994 - June 1999
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., IT Strategy, COBOL, Vendor Management, Business Intelligence, PMO, Enterprise Architecture, Software Development, DB2, Requirements Gathering, Business Requirements, Project Portfolio..., PMP, Leadership, Visio, Systems Analysis, SOA, Business Process..., IT Management, Business Process, Integration, SharePoint, Project Delivery, Agile Methodologies, Data Warehousing, Microsoft SQL Server, User Acceptance Testing, Management
Education
Belarusian State University of Informatics and Radioelectronics 1977 — 1982
Telecomunication
Laura Osman's Prudential Securities Experience February 1990 - May 1996
Job Chief Investment Officer, Listed Securities at Concord International Investments Group
Industry Investment Management
Experience
Concord International Investments Group May 1996 - Present
ABANA 2001 - 2008
Prudential Securities February 1990 - May 1996
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, International Finance
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Advertising
Manor House (Highschool)
Concord International Investments Group May 1996 - Present
ABANA 2001 - 2008
Prudential Securities February 1990 - May 1996
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
MBA, International Finance
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Advertising
Manor House (Highschool)
David Marani's Prudential Securities Experience March 1999 - March 2000
Job Executive Recruiter/Relationship Manager at Drum Associates
Industry Staffing and Recruiting
Experience
Drum Associates, Inc. February 2010 - Present
Credit Suisse March 2000 - June 2008
Prudential Securities March 1999 - March 2000
Citi Group April 1994 - March 1999
Skills
Executive Search, Structured Finance, Talent Acquisition, Capital Markets, Due Diligence, Investment Banking, Financial Modeling, Cash Flow, Securitization, Portfolio Management, Finance, ABS, Leadership, Risk Management, Executive Management, Financial Risk, Valuation, Corporate Finance, Loans, Investor Relations, Investments, Fixed Income, Banking, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Corporate Finance
Drum Associates, Inc. February 2010 - Present
Credit Suisse March 2000 - June 2008
Prudential Securities March 1999 - March 2000
Citi Group April 1994 - March 1999
Skills
Executive Search, Structured Finance, Talent Acquisition, Capital Markets, Due Diligence, Investment Banking, Financial Modeling, Cash Flow, Securitization, Portfolio Management, Finance, ABS, Leadership, Risk Management, Executive Management, Financial Risk, Valuation, Corporate Finance, Loans, Investor Relations, Investments, Fixed Income, Banking, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Corporate Finance
Lori Jacobowitz's Prudential Securities Experience 1991 - 1995
Job
Industry Financial Services
Experience
The Center for Business Innovation (TCBI) May 2010 - Present
Information Management Network May 1995 - March 2010
Prudential Securities 1991 - 1995
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business administration
City University of New York-Brooklyn College
BA, Radio, Television
Kingsborough Community College 2011 — 2012
Certificate, Event Planning
The Center for Business Innovation (TCBI) May 2010 - Present
Information Management Network May 1995 - March 2010
Prudential Securities 1991 - 1995
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Business administration
City University of New York-Brooklyn College
BA, Radio, Television
Kingsborough Community College 2011 — 2012
Certificate, Event Planning
William Rudge's Prudential Securities Experience 1998 - 2000
Job Systems Engineer at Eclipsys
Industry Information Technology and Services
Experience
Eclipsys/Allscripts 2010 - Present
Eclipsys/Allscripts August 2005 - Present
Eclipsys 2008 - 2010
Eclipsys 2006 - 2008
Eclipsys 2005 - 2006
DSA 1998 - 2002
Prudential Securities 1998 - 2000
Skills
Application..., BigFix, Group Policy, MSI Packaging, Shell Scripting, Symantec Antivirus, Symantec Endpoint..., VBScript
Education
Arizona State University
Computer Science
Eclipsys/Allscripts 2010 - Present
Eclipsys/Allscripts August 2005 - Present
Eclipsys 2008 - 2010
Eclipsys 2006 - 2008
Eclipsys 2005 - 2006
DSA 1998 - 2002
Prudential Securities 1998 - 2000
Skills
Application..., BigFix, Group Policy, MSI Packaging, Shell Scripting, Symantec Antivirus, Symantec Endpoint..., VBScript
Education
Arizona State University
Computer Science
Frank Sileo, CFA's Prudential Securities Experience 1997 - 2003
Job Credit Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
ALPS, A DST Company January 2013 - May 2013
ALPS, A DST Company September 2012 - October 2012
Citi 2004 - 2012
Prudential Securities 1997 - 2003
PaineWebber 2000 - 2000
Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
CFA Institute
CFA
Cornell University
BS
Xaverian
High School
UBS Wealth Management May 2013 - Present
ALPS, A DST Company January 2013 - May 2013
ALPS, A DST Company September 2012 - October 2012
Citi 2004 - 2012
Prudential Securities 1997 - 2003
PaineWebber 2000 - 2000
Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
CFA Institute
CFA
Cornell University
BS
Xaverian
High School
Edward Fitzgerald/NYLIM's Prudential Securities Experience November 1989 - April 1998
Job Managing Director at New York Life Investments
Industry Investment Management
Experience
NYLIM April 1998 - Present
Prudential Securities November 1989 - April 1998
Skills
CFA, ABS, MBS, Credit Analysis, Fixed Income, Fixed Income Research, Municipal Bonds, Portfolio Management, Quantitative Research, Structured Products, Bonds, Securitization, Capital Markets, Asset Management, Investment Banking, Alternative Investments, Investments, Fixed Income Analysis, Chartered Financial..., Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
NYLIM April 1998 - Present
Prudential Securities November 1989 - April 1998
Skills
CFA, ABS, MBS, Credit Analysis, Fixed Income, Fixed Income Research, Municipal Bonds, Portfolio Management, Quantitative Research, Structured Products, Bonds, Securitization, Capital Markets, Asset Management, Investment Banking, Alternative Investments, Investments, Fixed Income Analysis, Chartered Financial..., Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
MBA, Finance
Baruch College, City University of New York (CUNY)
BBA, Finance
Irina Rombom's Prudential Securities Experience 1989 - 2005
Job Laboratory Manager at Premier Medical Laboratory
Industry Information Technology and Services
Experience
Premier Medical Laboratory September 2008 - Present
MetLife April 2007 - August 2008
Cendant October 2005 - April 2007
Wachovia Securities / Prudential Securities November 1989 - January 2005
Prudential Financial 1989 - 2005
Prudential Securities 1989 - 2005
Skills
PMO, SDLC, Vendor Management, Project Portfolio..., Access, Visio, Requirements Analysis
Education
The CHUBB Institute 1989 — 1989
Computer Programming
Saint Petersburg University of Transport 1981 — 1986
BS, Engineering
Premier Medical Laboratory September 2008 - Present
MetLife April 2007 - August 2008
Cendant October 2005 - April 2007
Wachovia Securities / Prudential Securities November 1989 - January 2005
Prudential Financial 1989 - 2005
Prudential Securities 1989 - 2005
Skills
PMO, SDLC, Vendor Management, Project Portfolio..., Access, Visio, Requirements Analysis
Education
The CHUBB Institute 1989 — 1989
Computer Programming
Saint Petersburg University of Transport 1981 — 1986
BS, Engineering
Brett Bandsma's Prudential Securities Experience May 1999 - October 2002
Job CTO at Amber Capital
Industry Investment Management
Experience
Amber Capital April 2007 - Present
Calyon Financial February 2005 - April 2007
Bear Wagner Specialists February 2003 - February 2005
Prudential Securities May 1999 - October 2002
Intel July 1996 - May 1999
Skills
Equities, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Trading, Electronic Trading, Asset Managment, Capital Markets, Options, Market Data, Financial Modeling, Equity Derivatives, Valuation, Investments, Credit Derivatives, Prime Brokerage
Education
University of Michigan 1992 — 1996
BSE, Computer Engineering
Baruch College, City University of New York (CUNY)
Amber Capital April 2007 - Present
Calyon Financial February 2005 - April 2007
Bear Wagner Specialists February 2003 - February 2005
Prudential Securities May 1999 - October 2002
Intel July 1996 - May 1999
Skills
Equities, Hedge Funds, Fixed Income, Trading Systems, Bloomberg, Derivatives, Trading, Electronic Trading, Asset Managment, Capital Markets, Options, Market Data, Financial Modeling, Equity Derivatives, Valuation, Investments, Credit Derivatives, Prime Brokerage
Education
University of Michigan 1992 — 1996
BSE, Computer Engineering
Baruch College, City University of New York (CUNY)
Matthew Levin's Prudential Securities Experience 1997 - 1998
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
Anthony Codispoti, M.B.A.'s Prudential Securities Experience January 1999 - June 2002
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase March 2013 - Present
Anthem, Inc. January 2010 - March 2013
Anthem, Inc. January 2006 - December 2009
Empire Blue Cross Blue Shield September 2002 - December 2005
Prudential Securities January 1999 - June 2002
Prudential Securities January 1995 - January 1999
Education
Baruch College 1983 — 1987
Master of Business Administration (MBA), Business Administration, Management and Operations
Columbia University in the City of New York 1979 — 1983
Bachelor's Degree, Political Science and Government
JPMorgan Chase March 2013 - Present
Anthem, Inc. January 2010 - March 2013
Anthem, Inc. January 2006 - December 2009
Empire Blue Cross Blue Shield September 2002 - December 2005
Prudential Securities January 1999 - June 2002
Prudential Securities January 1995 - January 1999
Education
Baruch College 1983 — 1987
Master of Business Administration (MBA), Business Administration, Management and Operations
Columbia University in the City of New York 1979 — 1983
Bachelor's Degree, Political Science and Government
Karen Karpanty's Prudential Securities Experience May 1996 - December 1999
Job Director at Prudential Financial
Industry Financial Services
Experience
Prudential Investments May 1996 - November 2009
Prudential 2004 - 2008
Prudential Securities May 1996 - December 1999
Skills
Equities
Education
Baruch College, City University of New York (CUNY)
Business Administration
Prudential Investments May 1996 - November 2009
Prudential 2004 - 2008
Prudential Securities May 1996 - December 1999
Skills
Equities
Education
Baruch College, City University of New York (CUNY)
Business Administration
Marie Mey's Prudential Securities Experience 1984 - 1992
Job Administrative Assistant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2005 - Present
Gruntal & Company, Inc. 1998 - 2005
Salomon Smith Barney 1995 - 1998
GKN Securities 1992 - 1995
Prudential Securities 1984 - 1992
Education
Art Institute of Fort Lauderdale 1994 — 1996
Associates, Interior Design
Goldman Sachs June 2005 - Present
Gruntal & Company, Inc. 1998 - 2005
Salomon Smith Barney 1995 - 1998
GKN Securities 1992 - 1995
Prudential Securities 1984 - 1992
Education
Art Institute of Fort Lauderdale 1994 — 1996
Associates, Interior Design
Keeley Moore's Prudential Securities Experience October 1997 - August 2001
Job President at All Choice Insurance Group
Industry Financial Services
Experience
All Choice Insurance Group November 2012 - Present
Moore Money Investments April 2012 - Present
Allstate Financial September 2001 - March 2012
Prudential Securities October 1997 - August 2001
Alabama Highway Department December 1993 - November 1997
Skills
Retirement, Investments, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Financial Advice, Asset Allocation, Annuities, IRA's, Fixed Annuities, IRAs, Financial Advisory, Finance, Investment Advisory, Insurance, Wealth Management, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Securities, Financial Planners, Long Term Care Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Auburn University 1990 — 1993
Bachelor of Science, Civil Engineering
University of Mobile 1989 — 1990
Began Undergraduate Studies, Pre-Engineering
All Choice Insurance Group November 2012 - Present
Moore Money Investments April 2012 - Present
Allstate Financial September 2001 - March 2012
Prudential Securities October 1997 - August 2001
Alabama Highway Department December 1993 - November 1997
Skills
Retirement, Investments, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Financial Advice, Asset Allocation, Annuities, IRA's, Fixed Annuities, IRAs, Financial Advisory, Finance, Investment Advisory, Insurance, Wealth Management, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Securities, Financial Planners, Long Term Care Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Auburn University 1990 — 1993
Bachelor of Science, Civil Engineering
University of Mobile 1989 — 1990
Began Undergraduate Studies, Pre-Engineering
Mark Happe's Prudential Securities Experience 1995 - 1998
Job Director at MMC
Industry Financial Services
Experience
MMC Securities Corp. 2003 - Present
Marsh & McLennan 2001 - Present
Pacific Exchange 2001 - 2001
RBC Dominion Securities / B&B Securities 1998 - 2001
Prudential Securities 1995 - 1998
US Securities and Exchange Commission 1989 - 1995
Skills
FINRA, Series 24, Series 7, Securities, Series 63, Mutual Funds, AML, Securities Regulation, Investment Advisory, Due Diligence, Fixed Income, SEC, Insurance, Anti Money Laundering, Equities, Corporate Governance, Risk Management, Mergers & Acquisitions, Financial Services, Investments, Capital Markets, Finance, Management, Executive Management, Financial Markets, Investment Banking, Leadership
Education
American University, Washington College of Law 1987 — 1990
Doctor of Law (JD)
Seton Hall University
Bachelor of Science (BS), Finance, General
MMC Securities Corp. 2003 - Present
Marsh & McLennan 2001 - Present
Pacific Exchange 2001 - 2001
RBC Dominion Securities / B&B Securities 1998 - 2001
Prudential Securities 1995 - 1998
US Securities and Exchange Commission 1989 - 1995
Skills
FINRA, Series 24, Series 7, Securities, Series 63, Mutual Funds, AML, Securities Regulation, Investment Advisory, Due Diligence, Fixed Income, SEC, Insurance, Anti Money Laundering, Equities, Corporate Governance, Risk Management, Mergers & Acquisitions, Financial Services, Investments, Capital Markets, Finance, Management, Executive Management, Financial Markets, Investment Banking, Leadership
Education
American University, Washington College of Law 1987 — 1990
Doctor of Law (JD)
Seton Hall University
Bachelor of Science (BS), Finance, General
Noah JT Wenger, CAPM's Prudential Securities Experience June 2002 - September 2002
Job Data Analyst at V12 Group
Industry Information Technology and Services
Experience
V12 Group February 2014 - Present
Energime October 2012 - May 2013
Compliance Insights April 2011 - August 2012
Wall Street Options, LLC April 2008 - May 2011
Prudential Securities June 2002 - September 2002
Skills
Management, Research, Microsoft Office, Fundraising, PowerPoint, Microsoft Word, Microsoft Excel, WordPress, HTML, CSS, Customer Relations, Sales, Database Development, Word, Microsoft SQL Server
Education
CourseRa
CourseRa
University of California, Los Angeles 2000 — 2004
BA, Political Science~International Relations
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
MBA, Operations Management & Computer Information Systems, GPA: 3.6
Half Hollow Hills
Netcom Learning 2013 — 2013
Training, Microsoft SQL Server 2012 and Oracle 11g
V12 Group February 2014 - Present
Energime October 2012 - May 2013
Compliance Insights April 2011 - August 2012
Wall Street Options, LLC April 2008 - May 2011
Prudential Securities June 2002 - September 2002
Skills
Management, Research, Microsoft Office, Fundraising, PowerPoint, Microsoft Word, Microsoft Excel, WordPress, HTML, CSS, Customer Relations, Sales, Database Development, Word, Microsoft SQL Server
Education
CourseRa
CourseRa
University of California, Los Angeles 2000 — 2004
BA, Political Science~International Relations
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
MBA, Operations Management & Computer Information Systems, GPA: 3.6
Half Hollow Hills
Netcom Learning 2013 — 2013
Training, Microsoft SQL Server 2012 and Oracle 11g
Sara Kallner's Prudential Securities Experience February 1998 - April 2003
Job VP, Business Operations at Smith Provision Company
Industry Food Production
Experience
Smith Provision Company September 2006 - Present
HBK Sorce Financial April 2003 - September 2006
Prudential Securities February 1998 - April 2003
Skills
Supply Chain Management, Budgets, Strategy, P&L Management, Strategic Planning, Team Building, Supply Chain, Forecasting, Cross-functional Team..., Management, Product Development, Change Management, Leadership, Operations Management
Education
Allegheny College 1993 — 1997
English
Smith Provision Company September 2006 - Present
HBK Sorce Financial April 2003 - September 2006
Prudential Securities February 1998 - April 2003
Skills
Supply Chain Management, Budgets, Strategy, P&L Management, Strategic Planning, Team Building, Supply Chain, Forecasting, Cross-functional Team..., Management, Product Development, Change Management, Leadership, Operations Management
Education
Allegheny College 1993 — 1997
English
Laura Vasconez's Prudential Securities Experience 1998 - 2004
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers 2004 - 2008
Prudential Securities 1998 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Trading Systems, Equities, Corporate Finance, Bloomberg, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Accounting
Barclays February 2014 - Present
Barclays Capital September 2008 - February 2014
Lehman Brothers 2004 - 2008
Prudential Securities 1998 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Trading Systems, Equities, Corporate Finance, Bloomberg, Credit Derivatives
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BBA, Accounting
Kevin Heller's Prudential Securities Experience 1996 - 1997
Job Senior Vice President Marketing at James Alpha Management
Industry Financial Services
Experience
James Alpha Management June 2015 - Present
Beech Street Advisors October 2012 - May 2015
Focus Asset Management April 1998 - September 2012
Oppenheimer & Co. 1997 - 1998
Prudential Securities 1996 - 1997
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Finance
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Long Beach High School 1982 — 1986
James Alpha Management June 2015 - Present
Beech Street Advisors October 2012 - May 2015
Focus Asset Management April 1998 - September 2012
Oppenheimer & Co. 1997 - 1998
Prudential Securities 1996 - 1997
Kidder Peabody 1991 - 1995
Skills
Hedge Funds, Asset Management, Portfolio Management, Investments, Due Diligence, Operational Due..., Fund Of Funds, Alternative Investments, Capital Markets, Asset Allocation, Investment Strategies, Bloomberg, Managed Futures, Investment Advisory, Wealth Management, Investor Relations, Marketing, Asset Raising, Asset Managment, Equities, Venture Capital, Investment Management, Bonds, Investment Banking, Mutual Funds, Trading, Strategy, Equity Derivatives, Fixed Income, Start-ups, Institutional..., Finance, Securities, Derivatives, Emerging Markets, Financial Advisory
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Finance
University at Albany, SUNY 1986 — 1990
BS, Business Administration
Long Beach High School 1982 — 1986
Joe Saggese's Prudential Securities Experience 2000 - 2003
Job Business Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
Prudential Financial 2010 - 2013
Prudential Financial 2003 - 2010
Prudential Securities 2000 - 2003
Prudential Securities 1998 - 2000
Prudential Securities 1997 - 1998
Prudential Mutual Fund Services / Retirement Services 1994 - 1996
Prudential Securities 1983 - 1994
Skills
Securities, Mutual Funds, Series 7, Series 24, Investments, Series 63, 401k, Financial Services, Retirement, Series 6, FINRA, Retirement Planning, Leadership, Equities, Relationship Management, Business Analysis, Trading, IRAs
Education
Albright College 1978 — 1982
BS, Business Administration
College of Saint Elizabeth 2006 — 2010
Ministry / Theology
MassMutual Financial Group April 2013 - Present
Prudential Financial 2010 - 2013
Prudential Financial 2003 - 2010
Prudential Securities 2000 - 2003
Prudential Securities 1998 - 2000
Prudential Securities 1997 - 1998
Prudential Mutual Fund Services / Retirement Services 1994 - 1996
Prudential Securities 1983 - 1994
Skills
Securities, Mutual Funds, Series 7, Series 24, Investments, Series 63, 401k, Financial Services, Retirement, Series 6, FINRA, Retirement Planning, Leadership, Equities, Relationship Management, Business Analysis, Trading, IRAs
Education
Albright College 1978 — 1982
BS, Business Administration
College of Saint Elizabeth 2006 — 2010
Ministry / Theology
Lawrence Stehl's Prudential Securities Experience June 1995 - June 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Prudential Securities June 1995 - June 2004
Prudential Securites/Wachovia Securities June 1988 - June 1995
Skills
Risk Management, Financial Risk, Internal Audit, Management, Wealth Management, FINRA, Risk Assessment, Series 7, Securities, Due Diligence, Program Management, Series 63, Series 24, Series 66, Series 3, Series 8, Testing and Monitoring, Product area..., Branch examinations, Investment Advisory..., Risk Assessments, Internal Control Design, Compliance, Alternative Investments, Internal Controls, Investments, Process Improvement, Series 65, AML, Mutual Funds, Financial Services, Strategic Financial..., KYC, Equities, Asset Managment
Education
Adelphi University 1981 — 1984
Masters, Business Administration
Saint John's University 1976 — 1981
BS, Marketing/Finance
Morgan Stanley June 2005 - Present
Prudential Securities June 1995 - June 2004
Prudential Securites/Wachovia Securities June 1988 - June 1995
Skills
Risk Management, Financial Risk, Internal Audit, Management, Wealth Management, FINRA, Risk Assessment, Series 7, Securities, Due Diligence, Program Management, Series 63, Series 24, Series 66, Series 3, Series 8, Testing and Monitoring, Product area..., Branch examinations, Investment Advisory..., Risk Assessments, Internal Control Design, Compliance, Alternative Investments, Internal Controls, Investments, Process Improvement, Series 65, AML, Mutual Funds, Financial Services, Strategic Financial..., KYC, Equities, Asset Managment
Education
Adelphi University 1981 — 1984
Masters, Business Administration
Saint John's University 1976 — 1981
BS, Marketing/Finance
Doreen Aronow's Prudential Securities Experience 1997 - 2003
Job Executive Assistant at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
DWS Investments July 2004 - Present
Prudential Securities 1997 - 2003
Skills
Lotus Notes, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
DWS Investments July 2004 - Present
Prudential Securities 1997 - 2003
Skills
Lotus Notes, Microsoft Office
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Systems
Tim Trockenbrot III's Prudential Securities Experience August 2000 - February 2002
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
TIME Financial October 2011 - Present
Saybrus Partners 2009 - October 2011
The Phoenix Companies April 2002 - October 2011
The Phoenix Companies January 2006 - December 2008
The Phoenix Companies January 2005 - January 2006
The Phoenix Companies April 2002 - January 2005
Prudential Securities August 2000 - February 2002
Skills
Sales, Business Development, Business Planning, Financial Advisory, Fixed Annuities, Life Insurance, Long-term Care, Series 7, Retirement Planning, Estate Planning, Wealth Management, Insurance, Series 6, Mutual Funds, Strategic Financial..., Series 63, Retirement, Investments, Securities, Pensions, 401k, Executive Pay, Financial Planning
Education
Auburn University 1978 — 1982
BA, Journalism, English Literature
Angie Soriano's Prudential Securities Experience April 1985 - January 2001
Job Vice President at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management May 2006 - Present
Advest, Inc. 2001 - 2003
Prudential Securities April 1985 - January 2001
Skills
Trading, Series 7, Series 63, Wealth Management, Electronic Trading, Bonds, FINRA, Fixed Income, Capital Markets, Financial Markets, Bloomberg
Education
Albright College 1980 — 1984
B.S., Business, Sociology
RBC Wealth Management May 2006 - Present
Advest, Inc. 2001 - 2003
Prudential Securities April 1985 - January 2001
Skills
Trading, Series 7, Series 63, Wealth Management, Electronic Trading, Bonds, FINRA, Fixed Income, Capital Markets, Financial Markets, Bloomberg
Education
Albright College 1980 — 1984
B.S., Business, Sociology
Randall Scherago's Prudential Securities Experience 1999 - 2002
Job Investment Manager at Ironbound Capital
Industry Investment Management
Experience
Ironbound Capital January 2008 - Present
First Albany 2002 - 2007
Prudential Securities 1999 - 2002
Education
Babson College 1982 — 1984
BS, Finance, Investments
Ironbound Capital January 2008 - Present
First Albany 2002 - 2007
Prudential Securities 1999 - 2002
Education
Babson College 1982 — 1984
BS, Finance, Investments
Erik Oken's Prudential Securities Experience 1990 - 1991
Job Managing Director Head of Consumer Retail Investment Banking at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 1991 - Present
Prudential Securities 1990 - 1991
Education
Amherst College 1986 — 1990
BA
The College Preparatory School 1982 — 1986
JP Morgan June 1991 - Present
Prudential Securities 1990 - 1991
Education
Amherst College 1986 — 1990
BA
The College Preparatory School 1982 — 1986
Julie Skeen's Prudential Securities Experience July 2000 - April 2001
Job AVP, Transition Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Morgan Stanley April 2001 - April 2007
Prudential Securities July 2000 - April 2001
IJL Wachovia December 1999 - July 2000
Skills
Series 7, Communication, Problem Solving, Analytical Skills, Relationship Management, FINRA, Management, Portfolio Management, Leadership, Investments, Alternative Investments, Finance, Financial Analysis
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Marketing
Morgan Stanley April 2007 - Present
Morgan Stanley April 2001 - April 2007
Prudential Securities July 2000 - April 2001
IJL Wachovia December 1999 - July 2000
Skills
Series 7, Communication, Problem Solving, Analytical Skills, Relationship Management, FINRA, Management, Portfolio Management, Leadership, Investments, Alternative Investments, Finance, Financial Analysis
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Marketing
Janet Tracy's Prudential Securities Experience February 1996 - January 2000
Job Registered Sales Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2000 - Present
Prudential Securities February 1996 - January 2000
Morgan Stanley Smith Barney December 1983 - February 1996
Education
Sauk Centre Senior High School
Alexandria Technical College
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2000 - Present
Prudential Securities February 1996 - January 2000
Morgan Stanley Smith Barney December 1983 - February 1996
Education
Sauk Centre Senior High School
Alexandria Technical College
Alex Henderson's Prudential Securities Experience 1986 - 2000
Job Managing Director Data Networking and Optical Research at Needham & Company
Industry Financial Services
Experience
Needham & Company April 2012 - Present
Miller Tabak LLC February 2009 - April 2012
Citigroup June 2000 - 2008
Prudential Securities 1986 - 2000
Skills
Telecommunications, Management, Financial Modeling, Equities, Equity Research, Risk Management, Financial Analysis, Start-ups, Hedge Funds, Investments, Equity Trading, Bloomberg, Capital Markets, Venture Capital, Asset Management, Trading, Electronic Trading, Valuation, Virtualization, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1983
MBA
Bard College 1976 — 1980
BA, Physics And Appplied Math
Needham & Company April 2012 - Present
Miller Tabak LLC February 2009 - April 2012
Citigroup June 2000 - 2008
Prudential Securities 1986 - 2000
Skills
Telecommunications, Management, Financial Modeling, Equities, Equity Research, Risk Management, Financial Analysis, Start-ups, Hedge Funds, Investments, Equity Trading, Bloomberg, Capital Markets, Venture Capital, Asset Management, Trading, Electronic Trading, Valuation, Virtualization, Due Diligence
Education
Vanderbilt University - Owen Graduate School of Management 1982 — 1983
MBA
Bard College 1976 — 1980
BA, Physics And Appplied Math
Charles Martinez's Prudential Securities Experience 1990 - 1994
Job Medical Device Sales at Ottobock
Industry Medical Devices
Experience
Ottobock North America January 2015 - Present
Metropolitan Transportation Authority July 2013 - January 2015
Otto Bock January 2010 - July 2013
BlackRock August 2009 - January 2010
Upsher-Smith Laboratories February 2003 - February 2009
Datek Online February 2000 - September 2002
TD Waterhouse April 1994 - February 2000
Prudential Securities 1990 - 1994
Education
City University of New York-Baruch College 1984 — 1989
BBA, HR Management
Ottobock North America January 2015 - Present
Metropolitan Transportation Authority July 2013 - January 2015
Otto Bock January 2010 - July 2013
BlackRock August 2009 - January 2010
Upsher-Smith Laboratories February 2003 - February 2009
Datek Online February 2000 - September 2002
TD Waterhouse April 1994 - February 2000
Prudential Securities 1990 - 1994
Education
City University of New York-Baruch College 1984 — 1989
BBA, HR Management
Laura C Hoffmann's Prudential Securities Experience 1999 - 2000
Job Project Manager at PNC Bank
Industry Information Technology and Services
Experience
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
PNC August 2010 - Present
YWCA of Greater Cleveland June 2009 - August 2010
American Diabetes Association January 2010 - July 2010
Key Bank 2006 - 2009
Key Bank 2005 - 2006
McDonald Investments 2000 - 2005
Prudential Securities 1999 - 2000
VALIC and AIG Annuity 1998 - 1999
Cape Securities Inc. 1997 - 1998
Education
Baldwin Wallace University 2004 — 2006
MBA, Management, Project Management, Economics, Data Analysis
University of North Carolina at Wilmington 1995 — 1997
B. S. Finance, Finance, Economics
Arlene Klein's Prudential Securities Experience 1992 - 2004
Job Enterprise Compliance Leader, GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
RBC Capital Markets December 2010 - March 2014
Barclays Capital September 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bank of America 2004 - 2007
Prudential Securities 1992 - 2004
US Securities and Exchange Commission 1990 - 1992
Skills
Securities, Capital Markets, Hedge Funds, Equities, Series 7, Investment Banking, Wealth Management, Alternative Investments, Series 24, Investments, FINRA, Mergers & Acquisitions, Financial Services, Risk Management, Securities Regulation
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Marketing Management
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
GE Capital April 2014 - Present
RBC Capital Markets December 2010 - March 2014
Barclays Capital September 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bank of America 2004 - 2007
Prudential Securities 1992 - 2004
US Securities and Exchange Commission 1990 - 1992
Skills
Securities, Capital Markets, Hedge Funds, Equities, Series 7, Investment Banking, Wealth Management, Alternative Investments, Series 24, Investments, FINRA, Mergers & Acquisitions, Financial Services, Risk Management, Securities Regulation
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Marketing Management
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Don Berryman's Prudential Securities Experience January 1984 - December 1997
Job Retired Financial Services Consultant
Industry Financial Services
Experience
n/a freelance Training ConsultantFidelity InvestmentsAugust 2011 - July 2014
Phoenix Investment Partners April 1997 - June 2007
Prudential Securities January 1984 - December 1997
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Wealth Management, Financial Services, Portfolio Management, Series 7, Asset Management, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Retirement, Investments, Team Building, Leadership
Education
Abilene Christian University 1978 — 1980
MBA, Business
United States Air Force Academy 1970 — 1974
B.S., Engineering Management
n/a freelance Training ConsultantFidelity InvestmentsAugust 2011 - July 2014
Phoenix Investment Partners April 1997 - June 2007
Prudential Securities January 1984 - December 1997
Skills
Mutual Funds, FINRA, Retirement Planning, Series 63, Wealth Management, Financial Services, Portfolio Management, Series 7, Asset Management, Asset Allocation, Securities, Investment Advisory, 401k, Investment Strategies, Retirement, Investments, Team Building, Leadership
Education
Abilene Christian University 1978 — 1980
MBA, Business
United States Air Force Academy 1970 — 1974
B.S., Engineering Management
Gene Bazemore's Prudential Securities Experience June 1999 - June 2000
Job VP Corporate Development at Enovation Controls, LLC
Industry Oil & Energy
Experience
Enovation Controls, LLC May 2014 - Present
AZZ Incorporated May 2013 - May 2014
Houlihan Lokey October 2006 - May 2013
Cooper Industries Ltd. July 2004 - October 2006
UBS Investment Bank June 2000 - July 2004
Prudential Securities June 1999 - June 2000
Skills
Mergers, Valuation, Acquisitions, Corporate Development, Corporate Finance, Divestitures, Financial Modeling, Due Diligence, Investment Banking, LBO, M, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Auburn University 1988 — 1992
BS, Chemical Engineering
Woodberry Forrest 1985 — 1988
Enovation Controls, LLC May 2014 - Present
AZZ Incorporated May 2013 - May 2014
Houlihan Lokey October 2006 - May 2013
Cooper Industries Ltd. July 2004 - October 2006
UBS Investment Bank June 2000 - July 2004
Prudential Securities June 1999 - June 2000
Skills
Mergers, Valuation, Acquisitions, Corporate Development, Corporate Finance, Divestitures, Financial Modeling, Due Diligence, Investment Banking, LBO, M, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Auburn University 1988 — 1992
BS, Chemical Engineering
Woodberry Forrest 1985 — 1988
Robert Elkins's Prudential Securities Experience December 1982 - 1990
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
Wells Fargo Advisors, LLC November 2014 - Present
UBS Financial Services Inc. February 2007 - November 2014
Morgan Stanley January 1995 - February 2007
Kemper Securities 1990 - January 1995
Prudential Securities December 1982 - 1990
Skills
Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Investments, Mutual Funds, Securities, Equities
Education
Adelphi University 1971 — 1973
Bachelor of Arts (B.A.), Psychology
Northeastern University 1969 — 1970
Accounting
Patty Tehrani's Prudential Securities Experience February 1994 - August 2003
Job Associate Compliance Officer
Industry Legal Services
Experience
Chartis Insurance 2010 - Present
Deutsche Bank September 2003 - August 2009
Prudential Securities February 1994 - August 2003
Skills
Jewelry Design, Jewelry Making, Cooking, Project Management, Report Writing, Policy, PowerPoint, Presentations, Organizational..., Regulatory Requirements, Team-oriented
Education
American University, Washington College of Law 1988 — 1991
J.D.
Binghamton University 1984 — 1988
Bachelor's of arts, Political Science
Chartis Insurance 2010 - Present
Deutsche Bank September 2003 - August 2009
Prudential Securities February 1994 - August 2003
Skills
Jewelry Design, Jewelry Making, Cooking, Project Management, Report Writing, Policy, PowerPoint, Presentations, Organizational..., Regulatory Requirements, Team-oriented
Education
American University, Washington College of Law 1988 — 1991
J.D.
Binghamton University 1984 — 1988
Bachelor's of arts, Political Science
Anita Watson's Prudential Securities Experience 1991 - 2004
Job Infection Control Director at
Industry Hospital & Health Care
Experience
Phelps Memorial Hospital Director of Infection Control and PreventionPhelps Memorial Hosptial Center2007 - Present
Triathlon & Cylcing Events 2005 - Present
Prudential Securities 1991 - 2004
Wachovia Securities 1991 - 2004
Skills
Healthcare, Hospitals, Nursing, Inpatient, ACLS, Healthcare Management, Public Speaking, Clinical Research, EMR, Medicare, Patient Safety, BLS, Meditech, Healthcare Information..., Critical Care, Home Care, EHR, Nursing Education, Managed Care, ICU, JCAHO, Acute Care, Quality Improvement, Utilization Management, Public Health, Emergency Medicine, Pediatrics, Cerner, Patient Education, Medical/Surgical, Infection Control
Education
University of Phoenix 2007 — 2009
Master of Science (MS), Nursing Education
Westchester Community College 2004 — 2006
ADN, Nursing
Arkansas State University 1978 — 1982
BS, Marketing
little rock central high 1978 — 1978
Phelps Memorial Hospital Director of Infection Control and PreventionPhelps Memorial Hosptial Center2007 - Present
Triathlon & Cylcing Events 2005 - Present
Prudential Securities 1991 - 2004
Wachovia Securities 1991 - 2004
Skills
Healthcare, Hospitals, Nursing, Inpatient, ACLS, Healthcare Management, Public Speaking, Clinical Research, EMR, Medicare, Patient Safety, BLS, Meditech, Healthcare Information..., Critical Care, Home Care, EHR, Nursing Education, Managed Care, ICU, JCAHO, Acute Care, Quality Improvement, Utilization Management, Public Health, Emergency Medicine, Pediatrics, Cerner, Patient Education, Medical/Surgical, Infection Control
Education
University of Phoenix 2007 — 2009
Master of Science (MS), Nursing Education
Westchester Community College 2004 — 2006
ADN, Nursing
Arkansas State University 1978 — 1982
BS, Marketing
little rock central high 1978 — 1978
Maria Estella Sanjur's Prudential Securities Experience 1986 - September 1994
Job
Industry Transportation/Trucking/Railroad
Experience
Tex-Tube Co. September 2001 - Present
South Texas Equipment/H&E October 1994 - October 2001
Prudential Securities 1986 - September 1994
Skills
Customer Service, Microsoft Word, Microsoft Excel, Windows, Data Entry
Education
Baruch College 1990 — 1994
BA, Psychology
New York City Community College
Liberal Arts
Tex-Tube Co. September 2001 - Present
South Texas Equipment/H&E October 1994 - October 2001
Prudential Securities 1986 - September 1994
Skills
Customer Service, Microsoft Word, Microsoft Excel, Windows, Data Entry
Education
Baruch College 1990 — 1994
BA, Psychology
New York City Community College
Liberal Arts
Gerry Kuschuk's Prudential Securities Experience 1981 - 2003
Job at GLK Consulting
Industry Financial Services
Experience
Kuschuk Consulting January 2004 - Present
Wachovia Securities, LLC 2003 - 2003
Prudential Securities 1981 - 2003
Prudential Securities 1 NY Plaza 1969 - 2003
Skills
Options, Equity Derivatives, ETFs, Hedging, Equities, Structured Finance, Investment Strategies, Financial Markets, Derivatives, FINRA, Alternative Investments, Portfolio Management, Trading, Asset Management, Mutual Funds, Private Equity, Investments, Hedge Funds, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
Rutgers University-New Brunswick
BA, Math, Economics
Kuschuk Consulting January 2004 - Present
Wachovia Securities, LLC 2003 - 2003
Prudential Securities 1981 - 2003
Prudential Securities 1 NY Plaza 1969 - 2003
Skills
Options, Equity Derivatives, ETFs, Hedging, Equities, Structured Finance, Investment Strategies, Financial Markets, Derivatives, FINRA, Alternative Investments, Portfolio Management, Trading, Asset Management, Mutual Funds, Private Equity, Investments, Hedge Funds, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
MBA, Finance & Investments
Rutgers University-New Brunswick
BA, Math, Economics
Ricardo Ramirez de la ESPRIELLA's Prudential Securities Experience June 1997 - May 2001
Job Vice President Premier Relationship Manager HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management September 2012 - Present
Wealth Management Advisor August 2009 - August 2012
Regions Bank March 2008 - March 2009
Banco Itaú February 2006 - March 2008
Morgan Stanley February 2004 - March 2006
TRX Futures February 2001 - January 2004
Prudential Securities June 1997 - May 2001
Merrill Lynch June 1992 - June 1997
Skills
Series 7, Series 66, Investment Strategies, Wealth Management, Options Strategies, Technical Analysis, Futures Trading, Guest Lecturing
Education
International School of Management 2003 — 2007
Doctor Business Administration, International Business
Nova Southeastern University 1990 — 1992
MBA, International Business
Nova Southeastern University 1987 — 1990
BA, Business
Florida International University
Mastery of Wines and Beverages
HSBC Retail Banking and Wealth Management September 2012 - Present
Wealth Management Advisor August 2009 - August 2012
Regions Bank March 2008 - March 2009
Banco Itaú February 2006 - March 2008
Morgan Stanley February 2004 - March 2006
TRX Futures February 2001 - January 2004
Prudential Securities June 1997 - May 2001
Merrill Lynch June 1992 - June 1997
Skills
Series 7, Series 66, Investment Strategies, Wealth Management, Options Strategies, Technical Analysis, Futures Trading, Guest Lecturing
Education
International School of Management 2003 — 2007
Doctor Business Administration, International Business
Nova Southeastern University 1990 — 1992
MBA, International Business
Nova Southeastern University 1987 — 1990
BA, Business
Florida International University
Mastery of Wines and Beverages
Thomas Citro's Prudential Securities Experience May 1998 - September 2001
Job Full service insurance broker at Rampart Insurance Services
Industry Insurance
Experience
Rampart Insurance Services May 2006 - Present
Prudential Securities May 1998 - September 2001
Skills
Insurance
Education
Alfred University
BS, marketing
Rampart Insurance Services May 2006 - Present
Prudential Securities May 1998 - September 2001
Skills
Insurance
Education
Alfred University
BS, marketing
Amy Friedman's Prudential Securities Experience January 1990 - January 1994
Job President at BroadBlast
Industry Information Technology and Services
Experience
BroadBlast, Inc. March 2006 - Present
Anchor Agency June 2000 - February 2006
Special Needs Management Group January 1997 - January 2000
Family and Children's Service January 1995 - January 1997
San Diego Center for Families January 1994 - January 1995
Prudential Securities January 1990 - January 1994
International Trading Group September 1987 - October 1989
Skills
Idea Creation, Leadership Development, New Business Development, Cross-functional Team..., Strategic Planning, Business Development, Program Management, Leadership, Entrepreneurship, Management, Non-profits, Budgets, Marketing, Contract Negotiation, Community Outreach, Start-ups, Training, Account Management, Sales, Policy, Human Resources, Nonprofits, Analysis, Small Business
Education
Alliant International University-San Diego Scripps Ranch 1992 — 1994
Master’s Degree, Industrial and Organizational Psychology
The George Washington University - School of Business 1984 — 1987
Bachelor’s Degree, Marketing
Harvard Business School Executive Education
Workshop/Seminar, Catalyzing High Impact Innovation
Harvard Business School Executive Education
Workshop Completion, Analyzing and Pursuing Growth Opportunities
BroadBlast, Inc. March 2006 - Present
Anchor Agency June 2000 - February 2006
Special Needs Management Group January 1997 - January 2000
Family and Children's Service January 1995 - January 1997
San Diego Center for Families January 1994 - January 1995
Prudential Securities January 1990 - January 1994
International Trading Group September 1987 - October 1989
Skills
Idea Creation, Leadership Development, New Business Development, Cross-functional Team..., Strategic Planning, Business Development, Program Management, Leadership, Entrepreneurship, Management, Non-profits, Budgets, Marketing, Contract Negotiation, Community Outreach, Start-ups, Training, Account Management, Sales, Policy, Human Resources, Nonprofits, Analysis, Small Business
Education
Alliant International University-San Diego Scripps Ranch 1992 — 1994
Master’s Degree, Industrial and Organizational Psychology
The George Washington University - School of Business 1984 — 1987
Bachelor’s Degree, Marketing
Harvard Business School Executive Education
Workshop/Seminar, Catalyzing High Impact Innovation
Harvard Business School Executive Education
Workshop Completion, Analyzing and Pursuing Growth Opportunities
Kenneth Machlin's Prudential Securities Experience November 1982 - November 1996
Job Sr Vice PresidentInvestments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1996 - Present
Prudential Securities November 1982 - November 1996
Skills
Wealth Management, Investment Advisory
Education
Univ of Pa 1994 — 1994
CIMA, Investment Management
College for Financial Planning 1985 — 1987
CFP, Financial Planning
American University 1981 — 1984
MBA, Finance
Appalachian State University 1968 — 1969
Mathematics
High Point University 1964 — 1968
BS, mathematics
Morgan Stanley Smith Barney November 1996 - Present
Prudential Securities November 1982 - November 1996
Skills
Wealth Management, Investment Advisory
Education
Univ of Pa 1994 — 1994
CIMA, Investment Management
College for Financial Planning 1985 — 1987
CFP, Financial Planning
American University 1981 — 1984
MBA, Finance
Appalachian State University 1968 — 1969
Mathematics
High Point University 1964 — 1968
BS, mathematics
David Marani's Prudential Securities Experience March 1999 - March 2000
Job Executive Recruiter/Relationship Manager at Drum Associates
Industry Staffing and Recruiting
Experience
Drum Associates, Inc. February 2010 - Present
Credit Suisse March 2000 - March 2008
Prudential Securities March 1999 - March 2000
Citigroup April 1994 - March 1999
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance
Drum Associates, Inc. February 2010 - Present
Credit Suisse March 2000 - March 2008
Prudential Securities March 1999 - March 2000
Citigroup April 1994 - March 1999
Education
Baruch College, City University of New York (CUNY)
BBA, Corporate Finance
Andrew Katsanos's Prudential Securities Experience 1997 - 1999
Job Global Head of Compliance Risk Assessments, Testing & Monitoring
Industry Banking
Experience
CIT April 2010 - Present
Dresdner Kleinwort Wasserstein 2006 - 2010
U.S. Trust 1999 - 2004
Prudential Securities 1997 - 1999
Education
St. John's University 1993 — 1995
MBA, Economics
Adelphi University 1989 — 1993
BS, Banking & Finance
CIT April 2010 - Present
Dresdner Kleinwort Wasserstein 2006 - 2010
U.S. Trust 1999 - 2004
Prudential Securities 1997 - 1999
Education
St. John's University 1993 — 1995
MBA, Economics
Adelphi University 1989 — 1993
BS, Banking & Finance
Tamsin Willard's Prudential Securities Experience 1991 - 1998
Job Independent Editing and Writing Professional
Industry Writing and Editing
Experience
Independent October 1989 - Present
Prudential Securities 1991 - 1998
Bear Stearns 1995 - 1996
The First Boston Corporation 1981 - 1988
Skills
Copy Editing, Proofreading, Editing, Magazines, Literature, History, Editorial, Creative Writing
Education
Bank Street College of Education 1976 — 1978
M.S., Teaching
Bennington College 1967 — 1971
B.A., Literature
Independent October 1989 - Present
Prudential Securities 1991 - 1998
Bear Stearns 1995 - 1996
The First Boston Corporation 1981 - 1988
Skills
Copy Editing, Proofreading, Editing, Magazines, Literature, History, Editorial, Creative Writing
Education
Bank Street College of Education 1976 — 1978
M.S., Teaching
Bennington College 1967 — 1971
B.A., Literature
Constance Boldish's Prudential Securities Experience February 1996 - July 2004
Job Product Manager/Business Anaylst at Taico Incentive Services
Industry Events Services
Experience
Taico Incentive Services June 2006 - Present
Virtual Web Trade Show, Inc. June 2007 - June 2013
Prudential Securities February 1996 - July 2004
Education
University of Phoenix 2002 — 2004
Master of Arts In Organizational Management, Human Resources Management and Services, 3.85
New York University 1993 — 1995
Diploma Program in Human Resouces Management, Human Resources Development, 3.2
Baruch College 1983 — 1992
Bachelor of Business Administration (B.B.A.), Business and Human Resources, 2.85
Taico Incentive Services June 2006 - Present
Virtual Web Trade Show, Inc. June 2007 - June 2013
Prudential Securities February 1996 - July 2004
Education
University of Phoenix 2002 — 2004
Master of Arts In Organizational Management, Human Resources Management and Services, 3.85
New York University 1993 — 1995
Diploma Program in Human Resouces Management, Human Resources Development, 3.2
Baruch College 1983 — 1992
Bachelor of Business Administration (B.B.A.), Business and Human Resources, 2.85
Jessica A. Marshall's Prudential Securities Experience 1982 - 1994
Job Senior Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1994 - Present
Prudential Securities 1982 - 1994
Bache, Halsey, Stuart, Shields 1981 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management..., Investment Strategies, Investments
Education
Baruch College 1973 — 1976
Master of Business Administration (MBA)
Finch College 1968 — 1972
Bachelor of Arts (BA)
Morgan Stanley Smith Barney August 1994 - Present
Prudential Securities 1982 - 1994
Bache, Halsey, Stuart, Shields 1981 - 1982
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Series 65, Alternative Investments, Investment Advisory, Mutual Funds, Wealth Management..., Investment Strategies, Investments
Education
Baruch College 1973 — 1976
Master of Business Administration (MBA)
Finch College 1968 — 1972
Bachelor of Arts (BA)
Eswara Challa's Prudential Securities Experience July 1999 - February 2006
Job Citi Gold Premier Relationship Manager
Industry Banking
Experience
Citi May 2012 - Present
HSBC January 2011 - April 2012
Merrill Lynch February 2006 - December 2010
Prudential Securities July 1999 - February 2006
Skills
Banking, Wealth Management, Commercial Banking, Series 7, Credit, Investments, Private Banking, Retail Banking, Loans, Portfolio Management, Cross Selling, Finance, Mortgage Lending, Relationship Management, Commercial Lending, Credit Analysis, Financial Services, Consumer Lending, Loan Origination, Financial Analysis, Bonds, Asset Management, Mutual Funds, Trading, Investment Banking, Financial Advisory, Equities, Small Business Lending, Derivatives, Asset Allocation, Securities, Series 63, Lines Of Credit, Underwriting, Financial Markets, Wealth Management..., Cash Management, Retirement Planning, Investment Advisory, Asset Based Lending, Mortgage Banking, Fixed Income, Series 6, Capital Markets, Credit Risk, Financial Risk, Insurance, Strategic Financial..., Risk Management, Credit Cards
Education
Andhra University
Citi May 2012 - Present
HSBC January 2011 - April 2012
Merrill Lynch February 2006 - December 2010
Prudential Securities July 1999 - February 2006
Skills
Banking, Wealth Management, Commercial Banking, Series 7, Credit, Investments, Private Banking, Retail Banking, Loans, Portfolio Management, Cross Selling, Finance, Mortgage Lending, Relationship Management, Commercial Lending, Credit Analysis, Financial Services, Consumer Lending, Loan Origination, Financial Analysis, Bonds, Asset Management, Mutual Funds, Trading, Investment Banking, Financial Advisory, Equities, Small Business Lending, Derivatives, Asset Allocation, Securities, Series 63, Lines Of Credit, Underwriting, Financial Markets, Wealth Management..., Cash Management, Retirement Planning, Investment Advisory, Asset Based Lending, Mortgage Banking, Fixed Income, Series 6, Capital Markets, Credit Risk, Financial Risk, Insurance, Strategic Financial..., Risk Management, Credit Cards
Education
Andhra University
Liz Halpin's Prudential Securities Experience 1990 - 1995
Job Business Analyst at UBS
Industry Financial Services
Experience
Four Seasons Raquet Club Business AnalystUBSJune 1997 - December 2012
Paloma Partners 1995 - 1997
Prudential Securities 1990 - 1995
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Investment Banking, Trading Systems, Capital Markets, Business Requirements, Requirements Gathering, Hedge Funds, Accounting, Valuation, Asset Management
Education
Albright College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Four Seasons Raquet Club Business AnalystUBSJune 1997 - December 2012
Paloma Partners 1995 - 1997
Prudential Securities 1990 - 1995
Skills
Fixed Income, Equities, Derivatives, Business Analysis, Investment Banking, Trading Systems, Capital Markets, Business Requirements, Requirements Gathering, Hedge Funds, Accounting, Valuation, Asset Management
Education
Albright College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Maura Tomaszewski's Prudential Securities Experience November 2000 - September 2003
Job Talent
Industry Performing Arts
Experience
City of Quincy, MA May 2006 - October 2013
FUND Q March 2004 - May 2006
Commonwealth Financial Network September 2003 - March 2004
Prudential Securities November 2000 - September 2003
LPL Financial October 1998 - October 2000
Skills
Securities, FINRA Series 7, 8/9,..., Legal Compliance, SEC reporting, Business Management, Problem Solving, Negotiation, Media Relations, Writing, Film Acting, Teacher of Theatre and..., Customer Service, Notary Public, Social Media, Securities Regulation, Creative Writing, Financial Regulation, Editing, FINRA, Financial Services, Investments, Multimedia, Music, Banking, Management, Marketing, Fundraising, Legal Writing, Risk Management, Public Relations, SEC filings, Social Networking, Acting, Analysis, Mediation
Education
Anna Maria College 2000 — 2002
Masters of Business Administration, Business 2002
University of Massachusetts 1991 — 1993
Bachelor of Arts, English /Communication /Excercise Science
Cape Cod Community College 1988 — 1990
A.A., Mass Media
American Institute for Paralegal Studies
Paralegal Certificate, Law
City of Quincy, MA May 2006 - October 2013
FUND Q March 2004 - May 2006
Commonwealth Financial Network September 2003 - March 2004
Prudential Securities November 2000 - September 2003
LPL Financial October 1998 - October 2000
Skills
Securities, FINRA Series 7, 8/9,..., Legal Compliance, SEC reporting, Business Management, Problem Solving, Negotiation, Media Relations, Writing, Film Acting, Teacher of Theatre and..., Customer Service, Notary Public, Social Media, Securities Regulation, Creative Writing, Financial Regulation, Editing, FINRA, Financial Services, Investments, Multimedia, Music, Banking, Management, Marketing, Fundraising, Legal Writing, Risk Management, Public Relations, SEC filings, Social Networking, Acting, Analysis, Mediation
Education
Anna Maria College 2000 — 2002
Masters of Business Administration, Business 2002
University of Massachusetts 1991 — 1993
Bachelor of Arts, English /Communication /Excercise Science
Cape Cod Community College 1988 — 1990
A.A., Mass Media
American Institute for Paralegal Studies
Paralegal Certificate, Law
Glen Stein's Prudential Securities Experience 1992 - 1998
Job Managing Director, Chief Financial Officer and EVP at First Capital
Industry Financial Services
Experience
First Capital December 2007 - Present
Young Presidents' Organization 2004 - Present
Duvera Financial 2001 - Present
Prudential Securities 1992 - 1998
Pillsbury Winthrop Shaw Pittman 1989 - 1992
Education
Columbia Law School 1986 — 1989
Doctor of Law (JD)
Amherst College 1982 — 1986
Bachelor's degree
First Capital December 2007 - Present
Young Presidents' Organization 2004 - Present
Duvera Financial 2001 - Present
Prudential Securities 1992 - 1998
Pillsbury Winthrop Shaw Pittman 1989 - 1992
Education
Columbia Law School 1986 — 1989
Doctor of Law (JD)
Amherst College 1982 — 1986
Bachelor's degree
Milane Aboody's Prudential Securities Experience 1985 - 1990
Job Manager, Abrams Family Trust
Industry Financial Services
Experience
Prudential Securities 1985 - 1990
Skills
Non Profit Board..., Women's International..., Israel Bonds, Jewish..., Qilasaaz, Strategic Planning, Social Media, Public Speaking, Civil Society
Education
Barnard College
Bachelor's degree, Political Science and Government
University of Cambridge
law
Prudential Securities 1985 - 1990
Skills
Non Profit Board..., Women's International..., Israel Bonds, Jewish..., Qilasaaz, Strategic Planning, Social Media, Public Speaking, Civil Society
Education
Barnard College
Bachelor's degree, Political Science and Government
University of Cambridge
law
Vinod Lala's Prudential Securities Experience March 1999 - November 2002
Job Software Engineer at PINCHme
Industry Computer Software
Experience
PINCHme July 2015 - Present
Market76 February 2014 - January 2015
The Mary Louis Academy September 2003 - August 2013
Prudential Securities March 1999 - November 2002
Skills
Ruby on Rails, JavaScript, jQuery, Backbone.js, HTML, CSS, SQL, Git, Heroku, Teaching, Photoshop
Education
Fullstack Academy of Code 2013 — 2013
Web Development Immersive
City University of New York-Queens College 2003 — 2006
MS, Secondary Education (Science), GPA 3.7
Chubb Institute 1998 — 1999
Mainframe Programming, GPA 4.0
State University of New York at Binghamton 1994 — 1998
BS, Psychobiology, GPA 3.4, 150 credits
Regis High School 1990 — 1994
GPA 3.6
PINCHme July 2015 - Present
Market76 February 2014 - January 2015
The Mary Louis Academy September 2003 - August 2013
Prudential Securities March 1999 - November 2002
Skills
Ruby on Rails, JavaScript, jQuery, Backbone.js, HTML, CSS, SQL, Git, Heroku, Teaching, Photoshop
Education
Fullstack Academy of Code 2013 — 2013
Web Development Immersive
City University of New York-Queens College 2003 — 2006
MS, Secondary Education (Science), GPA 3.7
Chubb Institute 1998 — 1999
Mainframe Programming, GPA 4.0
State University of New York at Binghamton 1994 — 1998
BS, Psychobiology, GPA 3.4, 150 credits
Regis High School 1990 — 1994
GPA 3.6
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union