Prudential Securities

Industry: Bank

Description

Prudential 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

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Prudential Securities Employees

Employee
Years
Job
Industry
Rick Crews Rick Crews Greater Boston Area Details
Rick Crews's Prudential Securities Experience 1992 - 1996
Job President AFC/Doctors Express New England
Industry Hospital & Health Care
Experience
Doctors Express  November 2009 - Present
Doctors Express New England   2009 - Present
Doctors Express  2009 - Present
UBS Wealth Management  September 2004 - August 2009
UBS Wealth Management  September 1999 - September 2005
PaineWebber  1998 - 1999
PaineWebber  1996 - 1999
Prudential Securities   1992 - 1996
RBL Agency   1991 - 1992

Skills
Healthcare, Strategic Planning, Negotiation, Financial Analysis, Contract Negotiation, Entrepreneurship, Franchising, Team Leadership

Education
Union College   1984 — 1988
BA, Economics and Political Science

Renee Whitley Renee Whitley Memphis, Tennessee Details
Renee Whitley's Prudential Securities Experience February 1994 - November 1999
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 1999 - Present
Prudential Securities   February 1994 - November 1999
National Bank of Commerce  May 1987 - September 1991

Education
The University of Memphis   1987 — 1991

Lewis Leavitt Lewis Leavitt Austin, Texas Details
Lewis Leavitt's Prudential Securities Experience 2000 - 2003
Job Business Development at Bridgepoint Consulting, LLC
Industry Management Consulting
Experience
Bridgepoint Consulting, LLC  October 2014 - Present
Alert Media  June 2013 - Present
MarketDriver   July 2012 - Present
GE Healthcare  July 2010 - June 2012
Blue Box Technologies   June 2009 - August 2009
Memorial Hermann Healthcare System  January 2006 - June 2008
Memorial Hermann Healthcare System  2005 - 2006
The Securities Group   2003 - 2005
Prudential Securities   2000 - 2003

Skills
Market Research, Business Strategy, Marketing Strategy, Product Marketing, Product Launch, Strategic Planning, Business Development, Fundraising, New Business Development, Segmentation, Commercial Activation, Business Growth, Entrepreneurship, Start-ups, Leadership, Management, Market Analysis, Marketing, Strategy, Mergers & Acquisitions

Education
The University of Texas at Austin - The Red McCombs School of Business
MBA

Vanderbilt University
BA

Kinkaid

Patrick Kearns Patrick Kearns Dallas/Fort Worth Area Details
Patrick Kearns's Prudential Securities Experience January 1995 - January 2000
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2009 - Present
UBS  August 2000 - September 2009
Prudential Securities   January 1995 - January 2000

Education
The University of Texas at Austin

Sam Marshall Sam Marshall Austin, Texas Area Details
Sam Marshall's Prudential Securities Experience 1998 - 2000
Job Chief Financial Officer at RideScout
Industry Executive Office
Experience
RideScout  April 2015 - Present
PetRelocation.com  December 2013 - April 2015
Tocquigny  March 2008 - April 2013
Burnt Orange Productions  March 2004 - March 2008
RKO Pictures  2002 - 2004
Emigrant Capital   April 2001 - December 2001
Donaldson, Lufkin & Jenrette   February 2000 - April 2001
Prudential Securities   1998 - 2000
Arthur Andersen & Co.   1997 - 1998

Skills
Finance, Operations Management, Accounting, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, Budget, Negotiation, Financial Modeling, Budgets, Leadership, Digital Media, Marketing, Business Development, Investments, Analysis, Management, Start-ups, Strategy, Private Equity, Competitive Analysis, Forecasting, Venture Capital

Education
The University of Texas at Austin - The Red McCombs School of Business   2004 — 2006
MBA, Accounting and Finance

The University of Texas at Austin   1993 — 1997
BA, Economics

Donald White Donald White Stuart, Florida Details
Donald White's Prudential Securities Experience February 1988 - January 1995
Job CEO of Treasure Coast Financial and Treasurer Love Without Boundaries
Industry Financial Services
Experience
Love Without Boundaries  January 2006 - Present
Treasure Coast Financial Services Inc.   January 1995 - Present
God's Money   December 1993 - Present
Million Dollar Roundtable   1991 - Present
Prudential Securities   February 1988 - January 1995
EF Hutton & Company  December 1985 - February 1988
Cohen-White & Associates   July 1982 - December 1985
Pacific Life  April 1979 - July 1982
New York Life Insurance Company  January 1977 - April 1979

Skills
Professional Speaker, Chartered Financial..., Chartered Life..., Public Speaking, Strategic Planning, Investments, Financial Planning, Estate Planning, Strategic Financial..., Financial Advisory, Motivational Speaking, Investment Management, Life Insurance, Disability Insurance, Wealth, Retirement Planning, Insurance, Fixed Annuities, Individual Life, Retirement, Financial Planners, Charities, 401k, Mutual Funds, Wealth Management, Wealth Accumulation, IRAs, Long-term Care, Term Life Insurance, Investment Strategies, Pensions, Investment Advisory

Education
The American College   1984 — 1986
ChFC, Chartered Financial Consultant

The American College   1979 — 1981
CLU, Insurance

University of Florida   1973 — 1974
None, Jouralism

Northeast High School   1970 — 1973
Diploma

Ann Pakula Ann Pakula Greater Philadelphia Area Details
Ann Pakula's Prudential Securities Experience April 1997 - January 2004
Job Sales Associate at Coldwell Banker Hearthside, Realtors(r)
Industry Real Estate
Experience
Coldwell Banker Hearthside, Realtors(r)   October 2013 - Present
Prudential Securities   April 1997 - January 2004

Skills
Research, Social Media, Sales, Negotiation, Customer Service, Marketing, Contract Negotiation, Condos, Microsoft Office, Real Estate

Education
The Ohio State University   1985 — 1989
Bachelor of Arts (BA), Political Science and Government

Shaker Heights High School   1981 — 1985

Greg Kupiec Greg Kupiec West Chester, Pennsylvania Details
Greg Kupiec's Prudential Securities Experience March 1996 - January 2001
Job President, Kupiec Investment Group
Industry Investment Management
Experience
Kupiec Investment Group   January 2003 - Present
Morgan Stanley  January 2001 - December 2002
Prudential Securities   March 1996 - January 2001

Skills
Securities, Investments, Asset Management, Mutual Funds, Insurance, Bonds, Annuities, Stocks, Retirement Planning, Series 7, Financial Planning, Portfolio Management, Wealth Management, Asset Allocation, Equities, Estate Planning, Fixed Income, Investment Advisory, Retirement, Alternative Investments, Options, Hedge Funds, Financial Analysis, Series 63, 401k, Long Term Care, Real Estate

Education
University of Dayton   1991 — 1995
BS, Finance, General

American College   1999 — 2001
CFP®, CERTIFIED FINANCIAL PLANNER™ Curriculum

Rich Linville Rich Linville Prairie Village, Kansas Details
Rich Linville's Prudential Securities Experience January 1986 - June 2007
Job Managing Director Capital Alpha Partners, LLC
Industry Capital Markets
Experience
Capital Alpha Partners, LLC  January 2009 - Present
JNK Securities  July 2007 - December 2008
Prudential Securities   January 1986 - June 2007
IBM  January 1982 - December 1985

Skills
Hedge Funds, Series 7, Alternative Investments, Equities, Financial Markets, Equity Research, Capital Markets, Investments, Asset Managment, Management, Financial Modeling, Securities, Business Development, Series 63, Portfolio Management, Asset Management, Financial Analysis

Education
University of Kansas - Graduate School of Business   1980 — 1981
MBA, Finance

The University of Kansas   1976 — 1980
Bachelor's Degree, Journalism

Justin Bolmgren, CFP® Justin Bolmgren, CFP® Greater Chicago Area Details
Justin Bolmgren, CFP®'s Prudential Securities Experience May 2002 - March 2004
Job President at Bolmgren RetirePLAN, Inc.
Industry Financial Services
Experience
Bolmgren RetirePLAN, Inc.   January 2013 - Present
First Midwest Securities, Inc  September 2010 - December 2012
Advance Capital  March 2004 - September 2010
Prudential Securities   May 2002 - March 2004

Education
The University of Akron   2001 — 2004
Bachelor of Science in Business Administration, Finance

The American College
Chartered Life Underwriter (CLU®)

Bill Williams Bill Williams New York, New York Details
Bill Williams's Prudential Securities Experience July 1995 - January 1997
Job Founder & CEO at BWG Strategy
Industry Events Services
Experience
BWG Strategy LLC  June 2013 - Present
NYC Foundation for Cerebral Palsy   August 2014 - Present
United Cerebral Palsy New York City  March 2013 - Present
JNK Securities  November 2006 - June 2013
Eagle Asset Management  January 2004 - February 2006
CQ Partners   January 2000 - December 2002
Morgan Stanley  March 1997 - January 2000
Prudential Securities   July 1995 - January 1997

Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Networking, Coordinating Events, Portfolio Management, Securities, Financial Services, Mutual Funds, Strategy, Series 63, Mergers & Acquisitions, Leadership, Corporate Development, Alternative Investments, Risk Management, Derivatives, Asset Management, Trading, Equity Trading, Fixed Income, Executive Management, Cloud Computing, Financial Analysis, Venture Capital, Investment Strategies, Financial Modeling, Series 7, Panel Discussions, Due Diligence, FINRA, Thought Leadership, Program Management, Business Strategy, Capital Markets, Investment Advisory, Private Equity, Strategic Financial..., Event Planning, Emerging Markets, Financial Risk, Asset Allocation, Trading Systems, Options, Round Tables, Investment Banking, Entrepreneurship, Valuation

Education
University of Pennsylvania   1991 — 1995
Bachelor of Arts (B.A.), History

United States Air Force Academy   1990 — 1991

governor livingston regional high school   1986 — 1990

Andrew Alexander, CFA Andrew Alexander, CFA Pittsburgh, Pennsylvania Details
Andrew Alexander, CFA's Prudential Securities Experience 1992 - 1993
Job Managing Director at PNC Capital Markets LLC
Industry Capital Markets
Experience
PNC Capital Markets LLC  January 2000 - Present
National City Bank  1997 - 2000
PNC  1996 - 1997
5 B's, Inc.   1993 - 1996
Prudential Securities   1992 - 1993

Skills
Investment Banking, Commercial Banking, Financial Analysis, Economics, Financial Modeling, Bloomberg, Loans, Valuation, Bonds, Private Placements, Fixed Income Analysis, Mezzanine, Senior Debt, M&A analysis, Mergers & Acquisitions, Finance, Due Diligence, Financial Structuring, Capital Markets, Investments, Credit Analysis, Derivatives, Credit, Securities, Fixed Income, Treasury Management, Portfolio Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1998 — 2000
Master of Business Administration (MBA), Finance, General

The Ohio State University Fisher College of Business   1988 — 1991
Bachelor of Science (BS), Finance, General

Laura Disque Laura Disque Greater Atlanta Area Details
Laura Disque's Prudential Securities Experience January 1998 - April 1999
Job Senior Sales Manager at AmericasMart Atlanta
Industry Publishing
Experience
AmericasMart Atlanta  March 2004 - Present
National Cinema Network  March 1999 - September 2003
Prudential Securities   January 1998 - April 1999

Skills
Account Management, Advertising, Sales Management, New Business Development, Sales, Retail, Merchandising, Sales Operations, B2B, Trade Shows, Selling, Marketing Strategy, Marketing, Cold Calling, Sales Process, Market Planning, Management

Education
The University of Georgia   1993 — 1997
Bachelor's Degree, History

Brian Salerno Brian Salerno Greater Grand Rapids, Michigan Area Details
Brian Salerno's Prudential Securities Experience 1992 - 1993
Job Senior PM at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank  July 2005 - Present
Munder Capital Management  1996 - 2004
The Public Employees Retirement System of Ohio (PERS Ohio)   1994 - 1996
PRudential Securities   1992 - 1993

Skills
Portfolio Management, Industry Analysis, Security Analysis, Investments, Asset Management, Mutual Funds, Competitive Analysis, Asset Managment, Equity Research, Finance, Asset Allocation, Investment Strategies, Wealth Management, Equities, Securities, Investment Management, Alternative Investments, Marketing

Education
The Ohio State University   1991 — 1993
Master of Business Administration (MBA), Finance

University of Notre Dame   1987 — 1991
Bachelor of Business Administration (BBA), Finance

Ford McTee Ford McTee Austin, Texas Area Details
Ford McTee's Prudential Securities Experience 1997 - 2002
Job Senior Managing Director, Austin Market Manager at U S Capital Advisors
Industry Financial Services
Experience
U S Capital Advisors   June 2012 - Present
Wells Fargo Advisors, LLC  March 1991 - June 2012
Prudential Securities   1997 - 2002
Prudential Securities   March 1991 - March 1997
Merrill Lynch  March 1986 - March 1991

Education
The University of Texas at Austin   1977 — 1981
BBA, Management

Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®, Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®, Dallas/Fort Worth Area Details
Hank N. Mulvihill, Jr., CCM®, CWS®, CFP®,'s Prudential Securities Experience December 1994 - December 1995
Job Principal at Mulvihill Asset Management®, LLC
Industry Investment Management
Experience
Mulvihill Asset Management®, LLC   1995 - Present
Prudential Securities   December 1994 - December 1995
Alex. Brown and Sons  December 1992 - December 1994
Merrill Lynch  May 1987 - November 1992

Skills
Registered Investment..., Life Insurance, Certified Financial..., Wealth Management, Executive Compensation..., Key Person Insurance, Buy-sell Agreements, Retirement, Investments, Multi-generational..., Portfolio Management, Retirement Plan..., Retirement Planning, Securities, Estate Planning, Multi-generational..., Term Life Insurance, Investment Management, College Funding..., Independent Financial..., Asset Management, Strategic Financial..., Risk Management, Financial Services, Financial Advisory, Entrepreneurship, Bonds, Program Management, Engaging Public Speaker, Economic Data Analysis, Family Office, Federal Reserve, Monetary Economics, Economic Growth, Tax Increment Financing, Regional Development, Local Government, Richardson, Texas, Texas Growth

Education
University of Texas at Dallas
BA, Business and Computer Science

Doug MacFaddin Doug MacFaddin Greater New York City Area Details
Doug MacFaddin's Prudential Securities Experience October 1990 - February 1994
Job Senior Client Manager at Borderfree
Industry Computer Software
Experience
Borderfree  June 2014 - April 2015
LiftForward   February 2014 - June 2014
Reloaded Games, Inc.   May 2013 - December 2013
Pando Networks  April 2012 - May 2013
Laureate Biopharmaceutical Services  June 2011 - March 2012
DWM Consulting   February 2011 - February 2012
PhotoOne Software   September 2008 - November 2010
J.P. Morgan   February 1994 - March 2008
Prudential Securities   October 1990 - February 1994
Dean WItter Reynolds  November 1987 - October 1990

Skills
SEO, CRM, Salesforce,...

Education
Union College   1979 — 1983
BS, Industrial Economics

University of Michigan   1982 — 1982
Public Finance Institute

David Zuger David Zuger Greater New York City Area Details
David Zuger's Prudential Securities Experience May 1990 - October 1997
Job VP, Supervisory Analyst at Morgan Stanley
Industry Financial Services
Experience
Goldman Sachs  March 2000 - April 2014
Schroder & Co  October 1997 - March 2000
Prudential Securities   May 1990 - October 1997
Bernstein & Co   March 1987 - May 1990

Skills
Editing, Copy Editing, Proofreading, Research, Investments, Strategy, Equity Research, Series 7, Publishing, Books, Equities, Publications, Public Speaking, Strategic Communications, Financial Markets, Financial Services, Newsletters, Alternative Investments, Internal Communications, Marketing Communications

Education
City University of N.Y
B.A, English

LHH

LHH

The Graduate Center, City University of New York

Jon Wessels Jon Wessels New York, New York Details
Jon Wessels's Prudential Securities Experience June 2000 - November 2003
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  December 2012 - Present
Sanders Morris Harris  November 2003 - December 2012
Prudential Securities   June 2000 - November 2003

Education
State University of New York at Buffalo   1996 — 2000
Bachelor of Science (BS), Finance

Clarkstown High School North   1992 — 1996

Monique Peters Monique Peters New York, New York Details
Monique Peters's Prudential Securities Experience April 1997 - March 2001
Job Assistant Vice President at Jefferies
Industry Capital Markets
Experience
Jefferies  January 2014 - Present
IXIS Securities   January 2003 - January 2005
Lehman Brothers  July 2002 - January 2003
Credit Suisse  April 2001 - June 2002
Prudential Securities   April 1997 - March 2001

Skills
Capital Markets, Direct Sales, Sales Presentations, Financial Markets, Options, Trading

Education
Universidade Presbiteriana Mackenzie   1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General

Graded   1992 — 1994

Mater Dei

Jennifer Laviolette Jennifer Laviolette Greater Boston Area Details
Jennifer Laviolette's Prudential Securities Experience October 2000 - May 2001
Job Sales Assistant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2015 - Present
Egon Zehnder  April 2014 - July 2015
State Street  August 2013 - April 2014
Credit Suisse  February 2010 - July 2013
Credit Suisse  April 2007 - February 2010
Christian and Timbers   September 2006 - April 2007
Legacy Partners Group   March 2004 - September 2006
Anglo Nannies   September 2002 - November 2003
Laufer and Associates  June 2001 - September 2002
Prudential Securities   October 2000 - May 2001

Education
University at Albany, SUNY   1989 — 1993

Judd Brian Frank Judd Brian Frank Newport Beach, California Details
Judd Brian Frank's Prudential Securities Experience 1990 - 1994
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2010 - Present
Paine Webber/UBS   1994 - 2010
Prudential Securities   1990 - 1994
E. F. Hutton   1982 - 1990
Laventhol & Horwath  1980 - 1981

Skills
Retirement Planning, Investment Strategies, Asset Allocation, Stock Analysis, Fixed - Income..., Mutual Funds, Insurance, Annuities, Debt Management

Education
University of South Florida - College of Business Administration   1978 — 1980
Bachelors, Accounting

The Ohio State University   1974 — 1977
Bachelors, Political Science

Jerry Ryan Jerry Ryan Greater New York City Area Details
Jerry Ryan's Prudential Securities Experience 1989 - 1995
Job Vice President, Territory Sales Manager at Valley National Bank
Industry Financial Services
Experience
Valley National Bank  March 2015 - Present
Wells Fargo Bank NA  October 2013 - March 2015
Wells Fargo Bank NA  March 2010 - October 2014
Self Employed  January 2009 - March 2010
Petroleum & Franchise Capital LLC   2007 - 2008
Lehman Brothers Bank  2006 - 2007
Wachovia  January 2004 - December 2005
CIT  2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp)   1995 - 2000
Prudential Securities   1989 - 1995

Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance

Education
The College of New Jersey   1977 — 1981
BS, Criminal Justice

Joseph Magnano Joseph Magnano Allentown, Pennsylvania Area Details
Joseph Magnano's Prudential Securities Experience July 1999 - September 2000
Job Consultant at Computer Aid, Inc.
Industry Information Technology and Services
Experience
Computer Aid, Inc.   October 2011 - Present
Magnanimous Computer Services, Inc.   December 1998 - Present
Monroe County, Pennsylvania   November 2008 - May 2014
Sallie Mae  June 2009 - January 2011
FYI Systems, Inc (dba FYI Business Solutions)   1998 - 2010
Jaguar Cars  October 2000 - June 2009
Prudential Securities   July 1999 - September 2000
BMW Financial Services  December 1998 - July 1999
M&M Mars  1994 - 1996

Education
Computer Processing Institute   1982 — 1983
Computer Programming, Programming

The University of Connecticut School of Business   1978 — 1982
Business, Marketing

Dennis Overmyer CCA Dennis Overmyer CCA Columbus, Ohio Area Details
Dennis Overmyer CCA's Prudential Securities Experience July 1987 - August 1998
Job Distribution Warehouse Manager Turf and Ornamental Products at Crop Production Services
Industry Farming
Experience
Crop Production Services  April 2015 - Present
Central Ohio Farmers Cooperative   December 2013 - October 2014
Crop Production Services  September 2011 - December 2013
Direct Enterprises Inc.   November 2010 - March 2011
Heritage Cooperative  October 2008 - January 2010
Nationwide Financial  2002 - 2008
UBS Wealth Management  August 1998 - April 2002
Prudential Securities   July 1987 - August 1998
Crow's Hybrid Corn Company   June 1982 - July 1987
North American Plant Breeders   May 1980 - June 1982

Skills
Agronomy, Agriculture, Sales, Management, Crop, Marketing, Sales Operations, Corn, Grain, Soil, Sales Process, Agribusiness, Farms, Crop Protection, Sustainable Agriculture

Education
The Ohio State University   1974 — 1979
Bachelor of Science, College of Agriculture Department of Agronomy

Evergreen High School

Ygal Cohen Ygal Cohen Miami, Florida Details
Ygal Cohen's Prudential Securities Experience 1998 - 2003
Job ASG Capital
Industry Investment Management
Experience
ASG Capital   June 2008 - Present
Jefferies Inc.   March 2007 - June 2008
Wells Fargo Securities  2003 - February 2007
Prudential Securities   1998 - 2003

Skills
Fixed Income, Investment Advisory, Asset Management, Prefered Securities,..., Investments, Portfolio Management, Fixed Income Strategies

Education
Université Paris Dauphine   1992 — 1996
Master's Degree, Finance

Hal Pollov Hal Pollov Cleveland/Akron, Ohio Area Details
Hal Pollov's Prudential Securities Experience 1987 - 1996
Job Financial Planner | Asset Manager | Wealth Management | Speaker | CEO Oasis Asset Management
Industry Financial Services
Experience
The Society for Financial Awareness  October 2009 - Present
The Oasis Asset Management Group Inc.   November 2005 - Present
Advest, Inc  February 1996 - November 2005
Prudential Securities   1987 - 1996

Skills
Asset Managment, Wealth, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Investment Advisory, 401k, Investment Strategies, Investments, Estate Planning, Financial Planning, IRAs, Leadership, Portfolio Management, Finance, Financial Services

Education
Weatherhead School of Management at Case Western Reserve University   1971 — 1972
MBA, Business

The Ohio State University   1963 — 1967
BSBA, Marketing and psychology

Cleveland Heights High School   1959 — 1963

Heights Hign School

Vanessa Barrett Vanessa Barrett Greater New York City Area Details
Vanessa Barrett's Prudential Securities Experience 1987 - 1992
Job Medical Audit Analyst, CCS, CPC at Montefiore Medical Center
Industry Hospital & Health Care
Experience
Montefiore Medical Center  2002 - Present
Prudential securities   1987 - 1992

Skills
Health Information..., Clinical Research, Data Entry, EHR, EMR, Epic Systems, HIPAA, HCPCS, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, ICD-10, ICD-9-CM, ICD-9, IDX, CPT, Managed Care, Medicaid, Medical Billing, Medical Coding, Medical Records, Medical Terminology, Medicare, Nursing, Revenue Cycle Management, Revenue Cycle

Education
SUNY Albany
Health Information/Medical Records Administration/Administrator

Randy Baird CLU, ChFC, CFP Randy Baird CLU, ChFC, CFP Austin, Texas Area Details
Randy Baird CLU, ChFC, CFP's Prudential Securities Experience August 1997 - July 2003
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2003 - Present
Prudential Securities   August 1997 - July 2003

Skills
Estate Planning, Investments, Retirement, Retirement Planning, Asset Allocation, Insurance, Mutual Funds, Investment Strategies, 401k, Bonds, Equities, Securities, Annuities, Options, Fixed Income, Estate Investment..., Strategies

Education
The University of Texas at Austin   1970 — 1974
BA, Liberal Arts

Richard Figueroa Richard Figueroa Greater Chicago Area Details
Richard Figueroa's Prudential Securities Experience August 1994 - February 1996
Job Chief Operating Officer at Janko Group
Industry Real Estate
Experience
Janko Group   April 2015 - Present
State Universities Retirement System of Illinois  November 2012 - June 2015
Opus Development Corporation  April 2012 - April 2015
Mansur & Company   September 2008 - April 2012
ORIX Real Estate Capital  May 2005 - May 2008
Cohen Financial  September 2003 - February 2005
Jones Lang LaSalle  March 1996 - September 2003
Prudential Securities   August 1994 - February 1996

Skills
Capital Markets, Investment Banking, Acquisitions, Disposition, Real Estate Development, Real Estate Economics, Due Diligence, Real Estate, Corporate Real Estate, Leases, Real Estate Transactions, Location Intelligence, Asset Management, Property Management, Entitlements

Education
The University of Chicago - Booth School of Business
MBA

The University of Chicago - Harris School of Public Policy
AM

Yale University
BA, History and Latin American Studies

L. Ace Schlameus L. Ace Schlameus Houston, Texas Area Details
L. Ace Schlameus's Prudential Securities Experience 1990 - 1996
Job Senior Vice President at Colliers International
Industry Commercial Real Estate
Experience
Colliers International  November 2010 - Present
Grubb & Ellis  January 2000 - November 2010
Llama Investment Bank   1997 - 1999
Prudential Securities   1990 - 1996

Skills
Disposition, Location Intelligence, Real Estate, Real Estate Development, Mergers & Acquisitions, Tenant, Real Estate Transactions, Leases, Brokerage, Financial Analysis, Market Analysis, Commercial Real Estate, Tenant Representation, Real Estate Economics, Corporate Real Estate, Lease Administration, Lease Negotiations, Landlords, Investment Sales, Land Acquisition, Commercial Leasing, Acquisitions, Shopping Centers, Entitlements, Dispositions

Education
Texas State University
B.A., Finance

Texas State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Texas State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Karen A Olney Karen A Olney Richmond, Virginia Area Details
Karen A Olney's Prudential Securities Experience September 2000 - August 2004
Job Board Member at Sauer Garden Civic Association
Industry Financial Services
Experience
Wachovia Securities, LLC  September 2004 - March 2009
Prudential Securities   September 2000 - August 2004
Prudential Securities   January 1996 - September 2000
Contemporaries  April 1995 - January 1996
Tourneau  January 1994 - January 1995

Education
The College of New Rochelle   1987 — 1991
Bachelor of Arts, English Literature

Gary Medley, CFP® Gary Medley, CFP® Naples, Florida Area Details
Gary Medley, CFP®'s Prudential Securities Experience June 1999 - November 2001
Job President at Medley Advisory, LLC
Industry Financial Services
Experience
Financial Planning Association of SW Florida   January 2015 - Present
Medley Advisory, LLC   December 2009 - Present
Medley Advisory, LLC   May 2009 - Present
Financial Planning Association of SW Florida   January 2014 - December 2014
Fifth Third Bank  October 2007 - February 2009
Wachovia Securities, LLC  2004 - 2005
Prudential Securities   June 1999 - November 2001
Wells Fargo  1997 - 1999
EF Hutton  1984 - 1990
Merrill Lynch  1983 - 1984

Skills
Asset Management, Wealth Management, 401k, Annuities, Investments, Financial Planning, Financial Modeling, Risk Assessment, Strategic Financial..., Asset Managment, Series 7, Retirement Planning, Securities, Fixed Annuities

Education
University of Michigan   1979 — 1982
BSA, Finance & Economics

The Ohio State University   1977 — 1978
General Studies

Westland HS   1970 — 1973

Anthony Gigliotti Anthony Gigliotti Fort Lauderdale, Florida Details
Anthony Gigliotti's Prudential Securities Experience January 2001 - January 2002
Job Economics Teacher at CCA
Industry Higher Education
Experience
Calvary Christian Academy  August 2013 - Present
ALG Financial Services LLC   January 2002 - Present
Intelledata   April 2011 - September 2012
PRUDENTIAL SECURITIES   January 2001 - January 2002
Prudential Securities   January 2000 - January 2001
PRUDENTIAL INSURANCE COMPANY  January 1997 - January 2000
American Express  January 1996 - January 1997
FINANCIAL ADVISORS AMERICAN EXPRESS   January 1995 - January 1996
FINANCIAL ADVISORS AMERICAN EXPRESS   January 1990 - January 1996
KOSTKA, TAYLOR AND CO. CPAs   January 1989 - January 1990

Skills
Business Intelligence, Risk Management, Business Analysis, Project Management

Education
University at Buffalo   1980 — 1985
BA, English & Economics

Charles Skipper Charles Skipper Miami/Fort Lauderdale Area Details
Charles Skipper's Prudential Securities Experience August 1998 - October 2002
Job VP Finance/Treasury and Transformation Manager International Finance Bank (IFB)
Industry Banking
Experience
International Finance Bank (IFB)   December 2008 - Present
Fortune International Realty  April 2003 - December 2008
Wachovia Securities Financial Network  October 2002 - April 2003
Prudential Securities   August 1998 - October 2002
Deutsche Bank  January 1995 - July 1998
Bank of Boston  March 1994 - December 1994
Bank of Boston  June 1992 - February 1994
Bank of Boston  September 1989 - May 1992
The First National Bank of Boston  March 1980 - August 1989

Skills
Problem Solver of..., Strategic Planning, ALM, Investments, Treasury, Liquidity, Banking, Loans, Portfolio Management, Risk Management, Commercial Lending, Commercial Banking, Financial Analysis, Investment Banking, Wealth Management, Asset Managment, Financial Risk, AML, Interest Rate Risk..., MBS, SBA 504, Bloomberg, Bonds, Securities, Finance, Asset Management, Anti Money Laundering

Education
Universidad Argentina de la Empresa   1983 — 1989
Bachelor's degree, Business Administration and Management, General

Bayard

Jess Cogley Jess Cogley San Antonio, Texas Area Details
Jess Cogley's Prudential Securities Experience August 1989 - May 2003
Job Senior Vice President Investments, CG Wealth Management Group of Raymond James
Industry Financial Services
Experience
CG Wealth Management Group of Raymond James   May 2003 - Present
Prudential Securities   August 1989 - May 2003

Education
US Air Force Academy   1962 — 1966

Brian Lacks Brian Lacks Greater New York City Area Details
Brian Lacks's Prudential Securities Experience 1996 - 2003
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   December 2008 - Present
Morgan Stanley  May 2003 - December 2008
Prudential Securities   1996 - 2003
Republic National Bank  1986 - 1992

Education
New York University - Leonard N. Stern School of Business   1987 — 1991
mba, finance

University at Albany, SUNY   1982 — 1986
BS, Bus. Admin.

Bronx High School of Science   1979 — 1982

Arthur Dobosiewicz Arthur Dobosiewicz Ponte Vedra Beach, Florida Details
Arthur Dobosiewicz's Prudential Securities Experience April 2000 - July 2003
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS  December 2008 - Present
Wachovia Securities  July 2003 - December 2008
Prudential Securities   April 2000 - July 2003
Paine Webber  November 1992 - April 2000
Kidder Peabody  March 1984 - March 1989

Education
The Ohio State University   1975 — 1980
BA, Economics

Kathryn Platt Kathryn Platt Greater New York City Area Details
Kathryn Platt's Prudential Securities Experience October 1985 - May 1987
Job Owner, principal designer at KP Interiors
Industry Design
Experience
KP Interiors LLC   1995 - Present
The Chubb Group of Insurance Companies  October 1998 - June 2004
Prudential Securities   October 1985 - May 1987
AT&T  September 1983 - October 1985

Education
The University of Georgia   1976 — 1980
BFA, Fine Arts, Interior design

University of Tennessee-Knoxville   1975 — 1977

Bill Lutrell, CPA Bill Lutrell, CPA San Antonio, Texas Area Details
Bill Lutrell, CPA's Prudential Securities Experience October 1997 - January 2000
Job Accounting Professional
Industry Accounting
Experience
Ernst &Young, LLP   June 2008 - July 2009
Texas Trophy Hunters Association   September 2006 - March 2008
USAA  January 2000 - September 2006
Prudential Securities   October 1997 - January 2000

Education
Texas State University   1976 — 1980
BBA, Accounting

Dr. Edgar De Sola Dr. Edgar De Sola San Francisco Bay Area Details
Dr. Edgar De Sola's Prudential Securities Experience November 1987 - September 1996
Job De Sola Capital Partners, Inc
Industry Investment Management
Experience
De Sola Capital Partners, Inc   March 2000 - Present
The Mexican Museum San Francisco   July 2015 - Present
Easyconnex Systems   April 2012 - Present
Summerfield Program @ UC Berkeley   June 2015 - July 2015
Heald College  2009 - April 2015
NextSpace Coworking + Innovation  2000 - 2013
Proevity   2004 - 2008
Paine Webber  September 1996 - March 2000
Prudential Securities   November 1987 - September 1996
Hospital Universitario Caracas   1969 - 1975

Skills
Options, Investments, Portfolio Management, Equities, Derivatives, Hedging, Alternative Investments, Hedge Funds, Entrepreneurship, Financial Modeling, Asset Managment, Investment Strategies, Equity Research, Financial Markets, Venture Capital, Economics, Asset Management, Business Planning, Finance, Management

Education
University of South Florida   1987 — 1989
M.P.H

Universidad Central de Venezuela   1969 — 1975
Medical Doctor (MD)

Liceo San Jose   1963 — 1968

David Brechbuhl David Brechbuhl Indianapolis, Indiana Area Details
David Brechbuhl's Prudential Securities Experience September 2000 - August 2003
Job Vice President, Director, Trust Client Services at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation  February 2015 - Present
City Securities Corporation  June 2013 - February 2015
Key Private Bank  August 2011 - June 2013
NatCity Investments  August 2003 - August 2011
Prudential Securities   September 2000 - August 2003
US Army  June 1990 - July 1999

Skills
Investments, Wealth Management, Retirement Planning, Recruiting, Finance, Strategic Financial..., Strategic Planning, Series 7, Portfolio Management, Banking, Risk Management, Commercial Lending, Loans, Asset Management, Public Speaking, Asset Allocation

Education
United States Military Academy at West Point   1986 — 1990
BS, Engineering

Gary R. Neigeborn, CRPC(R) Gary R. Neigeborn, CRPC(R) Greater Atlanta Area Details
Gary R. Neigeborn, CRPC(R)'s Prudential Securities Experience November 1997 - July 2004
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2013 - Present
Janney Montgomery Scott  September 2006 - October 2013
Wachovia Securities  July 2004 - September 2006
Prudential Securities   November 1997 - July 2004

Education
University at Albany, SUNY   1991 — 1996
Bachelor of Arts, American History

Eric Welt, CFA Eric Welt, CFA Greater Chicago Area Details
Eric Welt, CFA's Prudential Securities Experience 1993 - 1999
Job Managing Director, Business Development & Client Relationship Management at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates  March 2013 - Present
Calamos Investments  August 2007 - March 2013
Security Benefit  2005 - 2007
Bear Stearns & Co., Inc.   1999 - 2005
Prudential Securities   1993 - 1999
Pfizer  1993 - 1993

Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   1998 — 2001
MBA, Finance & Marketing

Tufts University   1985 — 1989
B.A., Computer Science

Richard Noll Richard Noll Kingston, Massachusetts Details
Richard Noll's Prudential Securities Experience 1994 - 1995
Job Director of Resource Development at United Way of Greater Plymouth County
Industry Nonprofit Organization Management
Experience
United Way of Greater Plymouth County  2009 - Present
The Family Center Inc  2008 - 2009
Massachusetts YouthBuild Coalition   November 2007 - July 2008
Road To Responsibility  January 2004 - November 2007
America's Charities  August 2001 - December 2003
United Way of Greater Plymouth Country (formerly Old Colony United Way)   July 1995 - August 2001
Prudential Securities   1994 - 1995
United Way of Massachusetts Bay  1983 - 1994
United States Navy  1976 - 1980

Skills
Planned Giving, Team Building, Leadership, Fundraising, Non-profits, Volunteer Management, Board Development, Strategic Planning, Philanthropy, Community Outreach, Grant Writing, Event Planning, Public Speaking, Program Development, Stewardship, Public Relations, Media Relations, Event Management, Annual Giving, Grants, Nonprofits, Program Management, Training, Customer Service, Newsletters, Editing, Marketing, Community Development, Non-profit..., Major Gift Development, Capital Campaigns, Resource Development, Major Gift Solicitations, Donor Recognition, Prospect Research

Education
Texas State University-San Marcos   1974 — 1978
Journalism, Business

Bellaire High School   1971 — 1974
General

Eric Willer, CFA Eric Willer, CFA Dallas, Texas Details
Eric Willer, CFA's Prudential Securities Experience September 1994 - August 1997
Job Financial Advisor, Investment Management, Retirement Planning at Fusion Analytics Investment Partners (469) 8314935
Industry Investment Management
Experience
Fusion Analytics Investment Partners, LLC   May 2009 - Present
Discovery Training Ministries   January 2012 - May 2013
ICMC  April 2003 - January 2009
McGarr Capital Partners   January 2002 - January 2003
Hoak Breedlove Wesneski & Co.   March 2000 - December 2001
Prudential Securities   September 1994 - August 1997
Lehman Brothers  June 1992 - September 1994
Kansallis Osake Pankki   1990 - 1991

Skills
Retirement Planning, Asset Management, Financial Planning, Financial Advice, Investments, Equities, Portfolios, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Trading, Equity Research, Financial Modeling, Finance, Investment Banking, Due Diligence, Retirement, Bonds, Financial Advisory, Risk Management, Private Equity, Securities, Series 7, Alternative Investments, Series 63, Management, Leadership, Financial Analysis, Valuation

Education
CFA Institute   1999 — 2001
CFA, Chartered Financial Analyst with the CFA Institute

The University of Texas at Austin - Red McCombs School of Business   1997 — 1999
Masters, Finance and Investments

The University of Texas at Austin   1984 — 1989
BBA, Finance and International Business

W T White

Greg Savidge Greg Savidge West Palm Beach, Florida Area Details
Greg Savidge's Prudential Securities Experience 1996 - 1998
Job President, Capital Asset Management Group
Industry Financial Services
Experience
Capital Asset Management Group  October 2000 - Present
Northeast Converters   1998 - 2000
Prudential Securities   1996 - 1998

Skills
Investments, Insurance, Finance, Financial Advisory, Investment Advisory, Asset Management, Retirement Planning, Wealth Management..., Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Equities, Estate Planning, Securities, Strategic Planning, Financial Analysis, Retirement, Asset Managment

Education
The College of Wooster   1987 — 1991

Princeton High School   1985 — 1987

The Hun School   1981 — 1987

Michael Oliveira, PMP Michael Oliveira, PMP Greater New York City Area Details
Michael Oliveira, PMP's Prudential Securities Experience 1988 - 1995
Job Executive IT and Program Management Financial Services Professional
Industry Financial Services
Experience
Broadridge Financial Solutions  July 2014 - Present
Broadridge  February 2012 - January 2014
UBS Wealth Management  February 2007 - June 2011
Alliance Bernstein  April 1999 - February 2007
Bankers Trust  November 1995 - March 1999
Prudential Securities   1988 - 1995

Skills
CRM, Strategy, Program Management, Management, Databases, Data Warehousing, Project Management, Fixed Income, Leadership, Portfolio Management, Oracle, Equities, Derivatives, Asset Allocation, Business Analysis, Sybase, Financial Services, SDLC, Unix, Securities Lending, Trading, Strategic Planning, Corporate Actions, Offshoring, Vendor Management, DB2, Financial Risk, Pricing Analysis, Infrastructure...

Education
SUNY Albany   1983 — 1986
BS, Management Information Systems

State University of New York at Albany   1983 — 1986
Bachelor of Science (B.S.), Management Information Systems, General

Michael J. Opre, CFA Michael J. Opre, CFA Orange County, California Area Details
Michael J. Opre, CFA's Prudential Securities Experience 1988 - 1989
Job Portfolio Manager | Investment Officer | Wealth Manager | Investment Strategist | Global Capital Markets Expert
Industry Investment Management
Experience
SSI Investment Management  November 2011 - Present
Wells Fargo Private Bank  June 2008 - November 2011
Froley, Revy Investment Co.   June 1998 - June 2008
Pacific Strategic Fund Group / Pegasus Holdings   1996 - 1998
Merrill Lynch  1992 - 1994
Wells Fargo Securities  1990 - 1992
Municicorp of California   1989 - 1990
Prudential Securities   1988 - 1989

Skills
Portfolio Management, Portfolio Strategy, Factset, SEI, Bloomberg, Moxy, Asset Allocation, Wealth Management, Alternative Investments, Convertible Bonds, Commodities, Equities, Fixed Income, Client Communication, Commodity, Money Management, Hedge Funds, Capital Markets, Investment Management, Bonds, Due Diligence, Mutual Funds, Investments, Risk Management, Strategy, Investment Strategies, Securities, Institutional..., Relationship Management, Retirement Planning, Wealth Management..., Equity Research, Investment Advisory, Asset Management, Financial Services, ETFs, Wealth, Financial Advisory

Education
University of California, Los Angeles - The Anderson School of Management   1994 — 1996
MBA, Finance

University of California, Los Angeles   1984 — 1989
BA, English

El Toro High School   1980 — 1984

Nicholas Nadjarian Nicholas Nadjarian Greater Los Angeles Area Details
Nicholas Nadjarian's Prudential Securities Experience June 1998 - August 1998
Job Chief Executive Officer at Industrial Motor Power Corporation
Industry Oil & Energy
Experience
Golden State Bank  January 2015 - Present
Industrial Motor Power Corporation  May 2005 - Present
IMP Latin America (Formerly IPT)   April 2007 - Present
Rental Power Solutions   March 2009 - Present
YEC  March 2015 - Present
Good Swartz Brown & Berns LLP  August 2002 - March 2005
Prudential Securities   June 1998 - August 1998

Skills
Power Generation, Energy, Natural Gas, Petroleum, Mining, Gas, International Sales, Procurement, Contract Negotiation, Factory, Operations Management, Renewable Energy

Education
UCLA Anderson School of Management   1999 — 2002
Bachelors, Business Economics, Accounting

Benjamin Brandes Benjamin Brandes Greater Boston Area Details
Benjamin Brandes's Prudential Securities Experience 1995 - 1997
Job Private Equity Executive | Strategic Advisor | Transaction Specialist
Industry Venture Capital & Private Equity
Experience
Grant Thornton LLP  January 2013 - Present
Hyde Investment Group Inc   September 2012 - Present
McGladrey  March 2011 - September 2012
NewDelta Capital Partners   November 2008 - March 2011
Avalon Management LLC   June 1999 - October 2008
ABRY Partners  1997 - 1999
Prudential Securities   1995 - 1997
Donaldson, Lufkin & Jenrette   1993 - 1995

Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Mergers, Corporate Finance, Financial Structuring, Venture Capital, Hedge Funds, Business Development, Investments, Equities, Structured Finance, Acquisitions, Business Planning, Deal Sourcing, Investor Relations, Contract Negotiation, Portfolio Management, Finance, LBO, Franchising, Debt & Equity Capital...

Education
The University of Chicago - Booth School of Business
MBA, Finance

University of Pennsylvania - The Wharton School
BSE, Finance

Olivia Mussett, CFP® Olivia Mussett, CFP® Albany, New York Area Details
Olivia Mussett, CFP®'s Prudential Securities Experience April 2001 - March 2002
Job President at Mussett Wealth Management
Industry Financial Services
Experience
Financial Planning Association of Northeastern NY   January 2015 - Present
Mussett Wealth Management   September 2011 - Present
Arista Wealth Advisors   April 2006 - September 2011
Curran Investment Management  April 2002 - March 2006
Prudential Securities   April 2001 - March 2002
Banc of America Securities  September 1998 - April 2001

Skills
Estate Planning, Wealth Management, Personal Finance, Insurance, Retirement Planning, Investments, Retirement, Strategic Financial..., Personal Financial..., Long Term Care Insurance, Financial Planners, Series 7, Asset Allocation, Employee Benefits, Investment Advisory, Financial Advisory, Risk Management, Financial Planning

Education
The American College   2003 — 2005
CFP, Financial Planning

The Culinary Institute of America   1992 — 1993
AOS, Pastry Arts

Barbara Oldenburg Barbara Oldenburg United States Details
Barbara Oldenburg's Prudential Securities Experience December 1998 - April 2002
Job Retired
Industry Financial Services
Experience
Retired  September 2010 - Present
BBVA COMPASS BANK  October 2009 - October 2010
Bank of America  February 2008 - January 2009
WAMU  June 2004 - June 2007
Prudential Securities   December 1998 - April 2002
HOMEQUITY   January 1983 - January 1988

Education
The University of Texas at Dallas   1977 — 1979
B.A., General Studies/Political Economy

John S. White John S. White Miami/Fort Lauderdale Area Details
John S. White's Prudential Securities Experience 1981 - 1984
Job Financial Advisor at MG&A Financial Group
Industry Financial Services
Experience
MG&A Financial Group   2010 - Present
ZaBeCor Pharmaceuticals LLC   2007 - Present
Resource America Inc.  1994 - Present
Investment Program Association   2007 - 2009
AIG Advisor Group  2005 - 2007
AIG Royal Alliance  2002 - 2005
DCC Securitries Corp.   1990 - 2002
Integrated Resources Equity Corp   1987 - 1990
CSA Financial Corp.   1984 - 1987
Prudential Securities   1981 - 1984

Education
UCLA Anderson School of Management   2007 — 2007
Certificate, Directors Training and Certification

University of Vermont   1958 — 1963
BS, Business Administratio

Eric Brose Eric Brose Boylston, Massachusetts Details
Eric Brose's Prudential Securities Experience 2000 - 2004
Job VP at Fidelity Bank, Financial Consultant for Infinex Investments
Industry Financial Services
Experience
Fidelity Bank  September 2012 - Present
Sovereign Bank  January 2004 - November 2012
Prudential Securities   2000 - 2004
Major Advertising Agencies in NYC   1991 - 2000

Education
Tulane University - A.B. Freeman School of Business   1989 — 1991
MBA, Marketing

The George Washington University   1983 — 1986

Amherst Regional High School

Lana Niedzwiecki, FPC Lana Niedzwiecki, FPC Greater New York City Area Details
Lana Niedzwiecki, FPC's Prudential Securities Experience June 2000 - July 2001
Job ADP Service Center Team Leader
Industry Accounting
Experience
ADP, LLC  January 2014 - Present
ADP, LLC  July 2006 - January 2014
Bear Stearns  June 2004 - September 2005
St. Vincents Midtown Hospital   April 2002 - May 2004
Prudential Securities   June 2000 - July 2001

Skills
Payroll, Employee Benefits, ADP Payroll, Human Resources, Customer Service, Software Documentation, HRIS, Data Entry, Benefits Administration, Tax, Accounting, Accounts Payable, Leadership, PeopleSoft, Team Leadership, Management, Employee Relations, Recruiting, Performance Management

Education
Union County College   1999 — 2001
General Business

Susan Kornegay Susan Kornegay Knoxville, Tennessee Area Details
Susan Kornegay's Prudential Securities Experience 1997 - 2004
Job Consultant/Coach | Business Planning | Client Experience | Marketing Messaging & Strategy | Team Development
Industry Financial Services
Experience
Pathfinder Strategic Solutions   2009 - Present
Financial Planning Association (FPA)   2015 - Present
Loring Ward  2007 - 2009
Wachovia Securities  2004 - 2007
Prudential Securities   1997 - 2004
Morgan Stanley Dean Witter  1984 - 1997

Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning

Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies

The University of Akron
B.S.Ed., French & English

John Voytek John Voytek Greater Philadelphia Area Details
John Voytek's Prudential Securities Experience June 1997 - June 1998
Job Global Commercial IT Regional Services US
Industry Information Technology and Services
Experience
Novartis  2007 - Present
Novartis  May 2005 - December 2007
Novartis  January 2002 - May 2005
Novartis Consumer Health  June 1998 - January 2002
Prudential Securities   June 1997 - June 1998

Skills
Vendor Management, IT Management, IT Service Management, ITIL, IT Strategy, Project Portfolio..., SDLC, Business Analysis, Change Management, Program Management, Project Management, Business Process..., Outsourcing, Business Intelligence, MS Project, Cross-functional Team..., Strategy, Service Delivery, Management, Pharmaceutical Industry, Business Process, PMO, IT Operations, Process Improvement, Governance, Integration, Computer System..., PMP, Infrastructure, Enterprise Architecture, CRM, 21 CFR Part 11, Software Documentation, ERP, Quality Assurance, Software Project..., Data Warehousing, Requirements Analysis, Team Leadership, Disaster Recovery, Change Control, Solution Architecture

Education
Chubb Institute   1995 — 1995
Honors, Data Center Support

The College of New Jersey   1986 — 1991
BA, Psychology

Judd Limbach Judd Limbach Cleveland, Ohio Details
Judd Limbach's Prudential Securities Experience January 1996 - January 2003
Job Restaurant Manager at Red, Wine & Brew
Industry Hospitality
Experience
Red, Wine & Brew   June 2014 - Present
Glenmoor Country Club  July 2010 - November 2012
Rustic Hills Country Club  August 2007 - May 2010
The Galaxy Restaurant  September 2005 - August 2007
Jacob Good Downtown   October 2004 - June 2005
Fleming's Prime Steak and Wine Bar   May 2004 - October 2004
Prudential Securities   January 1996 - January 2003
Prestwick Country Club  January 1997 - January 2002
Pine Tree Country Club  January 1995 - January 1996
The Akron City Club   January 1993 - January 1995

Skills
Food & Beverage, Golf, Club, Menu Development, Hospitality, Event Planning, Catering, Hospitality Management, Food, Leadership, Wine, Customer Service, Retail, Restaurant Management, Strategy, Fundraising, Banquets, Marketing, Inventory Management, Forecasting, Event Management, Restaurants, Budgets, Strategic Planning, Operations Management, Team Building, Hotel Management, Management, Resorts, Hospitality Industry, Hotels, Sales, Cuisine, Fine Dining, Marketing Strategy, Sales Management, Wine Tasting, Recruiting, Pre-opening, Golf Course Management, Golf Courses, Hiring, Revenue Analysis, Purchasing, Income Statement, Training, Customer Satisfaction, Golf Instruction, Time Management, Public Relations

Education
The University of Akron   1979 — 1985
Bachelor of Arts, Communication

Terry Haas Terry Haas Greater New York City Area Details
Terry Haas's Prudential Securities Experience August 2000 - December 2000
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan  August 2010 - Present
Atrium Health Group  2008 - 2009
UBS Investment Bank  2006 - 2008
Blackheath Financial  2003 - 2006
Sterling Equities  2001 - 2003
Prudential Securities   August 2000 - December 2000
McDonald Investments  1996 - 2000

Education
The University of Akron   1987 — 1992
BSBA, Finance

Marc Margolies Marc Margolies Boca Raton, Florida Details
Marc Margolies's Prudential Securities Experience 1994 - 2003
Job Wealth Management
Industry Financial Services
Experience
Fidelity Investments  August 2015 - Present
HJ Sims  December 2012 - December 2014
UBS Wealth Management  April 2003 - August 2010
Prudential Securities   1994 - 2003
Shearson Lehman Brothers  1986 - 1994
American Express  1981 - 1986

Skills
Investments, Wealth Management, Alternative Investments, Securities, Series 63, Portfolio Management, Asset Management, Equities, Series 7, Retirement Planning, Asset Allocation, FINRA, Fixed Income, Investment Strategies, Mutual Funds, Asset Managment, Investment Banking, Bonds, Finance, Management, Financial Services, Financial Advisory, Financial Planning

Education
University of Florida   1979 — 1981
BS, College of Journalism & Communications

Tulane University   1977 — 1979

David Goins David Goins Columbus, Ohio Area Details
David Goins's Prudential Securities Experience 1993 - 1995
Job Goins Wealth Strategies
Industry Financial Services
Experience
Goins Wealth Strategies   March 2009 - Present
Smith Barney  2004 - 2009
Edward Jones  1995 - 2004
Prudential Securities   1993 - 1995

Education
United States Naval Academy   1980 — 1984
B.S.

David Hallahan David Hallahan Greater Philadelphia Area Details
David Hallahan's Prudential Securities Experience 1991 - 1992
Job Productivity Consultant at Vitalyst
Industry Computer Software
Experience
Vitalyst  June 2014 - July 2015
Infocus Financial Advisors   2012 - August 2013
Sherwin Williams  2010 - 2012
UPS Store  2002 - 2007
Prudential Securities   1991 - 1992
GNP Securities   1987 - 1991

Skills
Microsoft Excel, Microsoft Office, Outlook, Computer Proficiency, Customer Service, Time Management, Data Entry, Management, Leadership, Finance, PowerPoint, Financial Analysis, Decades of experience..., Bookkeeping, Successful Business..., Auditing, Brokerage, Investments, Corporate Communications, Business Strategy, Manufacturing, Conflict Resolution, Kaizen, Environmental Awareness, Leadership Development, Sales, Microsoft Word, SharePoint, Sales Operations, Problem Solving

Education
Towson University   1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General

Frank Ruffing Frank Ruffing Washington D.C. Metro Area Details
Frank Ruffing's Prudential Securities Experience January 1997 - April 2002
Job Vice President, Client Advisor, Medical Specialty Group, SunTrust Bank
Industry Financial Services
Experience
SunTrust  January 2015 - Present
PNC Investments  January 2013 - January 2015
Farragut Resources   October 2007 - January 2013
Merrill Lynch  April 2002 - July 2007
Prudential Securities   January 1997 - April 2002
IMC Worldcell   January 1996 - December 1996
Columbia Industrial Hardware   January 1992 - January 1996
WS Jenks & Son   March 1990 - December 1992

Skills
Pension Administration, Investments, Fiduciary Services, Finance, Asset Management, Endowment Funds, Risk Management, Investment Management, Pensions, 401k, Management, Wealth Management, Wealth, Retirement Planning, Private Foundations, Retirement, Retirement Income..., Wealth Preservation..., Retirement Plan...

Education
Thunderbird School of Global Management
MBA, Finance / International Mgt.

University of Wisconsin-Madison
BA, Economics

Robert Cockburn Robert Cockburn Greater New York City Area Details
Robert Cockburn's Prudential Securities Experience August 1997 - May 2001
Job Chief Financial Officer at Kaplan Test Prep and Admissions
Industry Publishing
Experience
Kaplan Test Prep and Admissions  March 2012 - Present
Kaplan  April 2010 - March 2012
Piper Jaffray  April 2008 - April 2009
Jefferies & Company  March 2005 - April 2008
SG Cowen  July 2002 - March 2005
Robertson Stephens  May 2001 - July 2002
Prudential Securities   August 1997 - May 2001
The Hartford Courant  October 1990 - May 1995

Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy

Education
University of Virginia Darden School of Business   1995 — 1997
MBA, Business

Trinity College-Hartford   1986 — 1990
BA, History

Steven Hafner Steven Hafner Sandusky, Ohio Details
Steven Hafner's Prudential Securities Experience February 1997 - June 2000
Job Senior Wealth Strategy Associate with UBS
Industry Financial Services
Experience
UBS  February 2015 - Present
Citizens Bank  January 2003 - February 2015
Merrill Lynch  June 2000 - January 2003
Prudential Securities   February 1997 - June 2000

Skills
Strategic Financial..., Investments, Retirement, Series 7, Banking, Asset Management, Finance, Financial Services, Portfolio Management

Education
The Ohio State University Fisher College of Business
Business Administration

James A. Weaver, ChFC, CLU, CFP James A. Weaver, ChFC, CLU, CFP Charlotte, North Carolina Area Details
James A. Weaver, ChFC, CLU, CFP's Prudential Securities Experience July 1998 - June 2000
Job Regional Vice President
Industry Financial Services
Experience
The Principal Financial Group  May 2014 - Present
Diversified Business Solutions (DBS)   December 2013 - April 2014
Symetra in Bellevue, WA   February 2012 - May 2013
Sun Life Financial  October 2002 - February 2012
John Hancock Mutual Fund Company   June 2000 - October 2002
Prudential Securities   July 1998 - June 2000
Merrill Lynch  March 1995 - July 1998
Prudential Preferred (Financial Planning Division of Prudential)   April 1988 - March 1995
United States Air Force  November 1983 - January 1988

Skills
High Net Worth..., Non Qualified..., Charitable Giving..., Fixed Annuities, Retirement Planning, Long-term Care, Retirement, Estate Planning, Series 63, Disability Insurance, Mutual Funds, Insurance, Series 7, Term Life Insurance, Wealth Management, 401k, Strategic Financial..., Financial Advisory, Financial Planners, Critical Illness, Financial Services, Employee Benefits, Underwriting, Long Term Care Insurance, Finance, Investment Strategies, Wealth, Universal Life, Whole Life, Strategy, IRAs, Wealth Accumulation, Health Insurance, Investment Advisory, Series 6, Investments, Variable Annuities, Securities, Pensions, FINRA, Asset Allocation, Financial Planning

Education
Lesley University, Cambridge MA   1984 — 1987
Masters in Management, Concentration in micro computer applications

The University of Georgia   1979 — 1982
Bachelor's Degree, Economics

Anthony P. DiNatale Anthony P. DiNatale New Orleans, Louisiana Details
Anthony P. DiNatale's Prudential Securities Experience May 1999 - September 2000
Job President & CEO, Bavarian Wealth Management, Inc.
Industry Investment Management
Experience
Bavarian Wealth Management, Inc., a Registered Investment Advisory Firm   September 2004 - Present
Pan-American Financial Advisors   November 2000 - April 2004
Prudential Securities   May 1999 - September 2000

Skills
Registered Investment..., Securities Licenses -..., Fluent (Read & Write) -..., Working Knowledge -..., Management, Securities, Retirement Planning, Asset Allocation, Investment Advisory, Investments, Life Insurance, Business Strategy, Alternative Investments, Long-term Care, Strategic Financial..., Retirement, Fixed Annuities, Public Speaking, Asset Managment, Recruiting, Portfolio Management, Estate Planning, Asset Management, Insurance, New Business Development, Wealth Management, Investment Strategies, Strategic Planning, Series 7, Mutual Funds, Marketing Strategy, Financial Advisory, Entrepreneurship, Equities, Bonds, Term Life Insurance, Financial Services, Universal Life, IRAs, Wealth, Disability Insurance, Financial Planners, 401k, Series 63, Small Business, Investment Management, Risk Management, Financial Planning, Whole Life, Qualitative Research

Education
Tulane University   1994 — 1998
Bachelor of Arts (B.A.), German Language and Literature

Quakertown Community Senior High School   1990 — 1994
High School Diploma

Patricia Bass Peterson Patricia Bass Peterson Houston, Texas Details
Patricia Bass Peterson's Prudential Securities Experience 1998 - 2003
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2009 - Present
Wachovia Securities  2004 - 2009
Prudential Securities   1998 - 2003
Paine Webber  1991 - 1998
Rotan Mosle  1990 - 1991
Dean Witter Reynolds  1984 - 1990

Skills
Business Services, Retirement Planning for..., Estate Investment..., Retirement Planning, Investment Planning

Education
University of North Texas   1980 — 1982
Bachelor of Business Administration (BBA)

The University of Texas at San Antonio   1978 — 1980

Jeff White CLU, ChFC, RFP Jeff White CLU, ChFC, RFP Auburn, California Details
Jeff White CLU, ChFC, RFP's Prudential Securities Experience May 1997 - April 2000
Job President at Dollars and Sense Management, Inc.
Industry Insurance
Experience
Dollars and Sense Management, Inc.   September 2014 - Present
Crump Life Insurance Services  February 2011 - Present
Highland Capital Brokerage  December 2006 - February 2011
Merrill Lynch  April 2005 - December 2006
Wachovia Securities  April 2000 - April 2005
Prudential Securities   May 1997 - April 2000
Merrill Lynch  January 1987 - January 1995

Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management

Education
The American College   1976 — 1981
CLU, ChFC, Insurance, Investments

Gino Nucci Gino Nucci Greater Los Angeles Area Details
Gino Nucci's Prudential Securities Experience August 1997 - March 1999
Job Portfolio Manager at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West  December 2009 - Present
Metropolitan West Asset Management  January 2004 - December 2009
Volpe Brown Whelan  April 1999 - March 2000
Prudential Securities   August 1997 - March 1999

Skills
Investment Management, High Yield, Asset Allocation, Asset Managment

Education
UCLA Anderson School of Management   2002 — 2004
MBA, Finance

Yale University   1993 — 1997
B.A., Economics

David Russakov David Russakov Dallas/Fort Worth Area Details
David Russakov's Prudential Securities Experience 1997 - 1999
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  January 2014 - Present
Dallas Theater Center  January 2006 - Present
Charles Schwab  April 2000 - January 2014
Southern Sector YMCA   January 2008 - December 2011
Digital Lighthouse Corporation   1999 - 2000
Prudential Securities   1997 - 1999
Telelink  1993 - 1997

Education
Southwest High School

The University of Texas at Austin

Bobby Goldstein Bobby Goldstein Greater Atlanta Area Details
Bobby Goldstein's Prudential Securities Experience December 1985 - 1993
Job The Goldstein Levi Group, UBS Financial Services, Sr. Vice President Wealth Management, Wealth Advisor
Industry Financial Services
Experience
UBS Financial Services  October 2008 - Present
Merrill Lynch  September 2001 - October 2008
Smith Barney  1993 - 2001
Prudential Securities   December 1985 - 1993

Education
Tulane University   1979 — 1983
BA, Sociology

Todd Sherer Todd Sherer Greater New York City Area Details
Todd Sherer's Prudential Securities Experience 1994 - 2000
Job Entrepreneur Growth Capital
Industry Banking
Experience
Entrepreneur Growth Capital   October 2008 - Present
Alpine Commercial Capital  September 2007 - October 2008
Capstone Capital Partners, LLC   June 2005 - October 2007
Smith Barney  2000 - 2003
Prudential Securities   1994 - 2000
Paramus   1993 - 1999

Skills
Asset Based Lending, Term Loans, Middle Market, Lines Of Credit, Factoring, Small Business Lending, Loans, Commercial Lending, Commercial Mortgages, Underwriting, Loan Origination, Credit Analysis, Working Capital..., Capital, Refinance, Credit, Banking, Commercial Banking, Credit Risk, Entrepreneurship, Cash Management, Financial Structuring, Funding, Portfolio Management, Finance, Investments, Financial Services, Valuation, Mergers & Acquisitions, Financial Analysis, Restructuring, Executive Management, Structured Finance, Cash Flow Lending, Relationship Management, Business Development, Private Equity, Strategy, Commercial Finance, Due Diligence, Credit Cards, Corporate Finance, Capital Markets, SBA, Payments, Leveraged Finance, Mortgage Lending, Financial Institutions, Emerging Markets, Debt Restructuring

Education
The George Washington University   1985 — 1989

Paramus

KC Goodman KC Goodman Dallas/Fort Worth Area Details
KC Goodman's Prudential Securities Experience January 1993 - April 1996
Job AVP, Credit Bureau Reporting at Santander Consumer USA
Industry Financial Services
Experience
Santander Consumer USA Inc.  August 2007 - Present
Dow Jones Newswires  April 1996 - August 2007
Prudential Securities   January 1993 - April 1996

Skills
Credit, Finance, Account Management, Leadership, Sales, Risk Management, New Business Development, Sales Management, Vendor Management, Call Center, Pricing, Financial Analysis, Strategic Planning, Negotiation, Customer Service, Business Development, Product Management, Marketing Communications, Process Improvement, Public Relations, Call Centers, Analysis, Loan Servicing, Operations Management, Business Analysis, Loss Mitigation, Project Management, Management, Relationship Management

Education
The University of Texas at Dallas   1990 — 1994
BA, History

Brian Rathjen Brian Rathjen Greater New York City Area Details
Brian Rathjen's Prudential Securities Experience June 1996 - November 2000
Job Founding Partner/Senior Managing Director at Kelson Group
Industry Financial Services
Experience
Kelson Group   August 2010 - Present
The Office of Senator Kirsten E. Gillibrand  December 2010 - Present
Boulder Crest Retreat for Military and Veteran Wellness   November 2014 - Present
George H. Laufenberg Scholarship Foundation   June 2010 - Present
Friendly Sons of Saint Patrick   June 2009 - Present
Marwood Group  August 2001 - November 2010
Prudential Securities   June 1996 - November 2000

Skills
Investments, Series 7, Series 24, Series 63, Series 99, Series 66, Taft Hartley marketplace, Private Placements, Raising institutional..., alternative investments, union

Education
United States Naval Academy   1984 — 1988
Bachelor of Science, Economics

Bruce A Porter Bruce A Porter San Francisco, California Details
Bruce A Porter's Prudential Securities Experience 1990 - 1993
Job Vice President at Laidlaw & Co. (UK) Ltd.
Industry Financial Services
Experience
Laidlaw & Co. (UK) Ltd.   March 2009 - Present
Porter Investment Group LLC   May 1988 - April 2009
Paine Webber  1993 - 1995
Prudential Securities   1990 - 1993

Skills
Investments, Securities, Financial Planning, Bonds, Fixed Income, Annuities, High Net Worth..., Equities, Portfolio Management, Alternative Investments, Wealth Management, Series 7, Investment Strategies, Asset Allocation, Asset Management, Mutual Funds, Retirement Planning, Investment Banking, Fixed Annuities, Financial Advisory, Hedge Funds, Strategic Financial..., ETFs, Series 63, Finance, Investment Advisory, FINRA, Trading, Management, Capital Markets, Financial Services, Private Equity

Education
The Sage Colleges-Sage College of Albany   1970 — 1974
Accounting Bus Admin

Albany Business College   1970 — 1972
Associates, Accounting Bus Admin

Kathryn Hunteman Kathryn Hunteman Dallas/Fort Worth Area Details
Kathryn Hunteman's Prudential Securities Experience 1996 - 2001
Job
Industry Investment Management
Experience
Merrill Lynch  May 2004 - July 2008
Oppenheimer & Co  2001 - 2004
Prudential Securities   1996 - 2001

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Retirement, 401k, Series 63, Long-term Care, Disability Insurance, Strategic Financial..., Estate Planning, Investments, Insurance, Financial Advisory, IRAs, Wealth Management, Investment Strategies, Employee Benefits, Banking, Financial Services, Whole Life, Long Term Care Insurance, Life Insurance, Series 6, Term Life Insurance

Education
University of Texas at Dallas   1996 — 1998
MBA

University of North Texas   1988 — 1992
BA, Psychology

Steven Chmara Steven Chmara Greater Los Angeles Area Details
Steven Chmara's Prudential Securities Experience June 1999 - August 2003
Job Senior VIce President/Investments at Stifel Nicolaus & Company, Inc.
Industry Financial Services
Experience
Stifel Nicolaus & Company, Inc.   January 2011 - Present
UBS Financial Services  September 2003 - January 2011
Prudential Securities   June 1999 - August 2003
Smith Barney  January 1995 - June 1999

Education
The Ohio State University   1982 — 1986
BSBA, Marketing

Steven Ricciardi Steven Ricciardi Greater New York City Area Details
Steven Ricciardi's Prudential Securities Experience 1998 - 2001
Job Private Investor and Consultant
Industry
Experience
Swan Song Associates   2013 - Present
Richmond Lawrence Mgmt   2013 - Present
Goldman Sachs  2006 - 2012
Lehman Brothers  2001 - 2006
Prudential Securities   1998 - 2001
Dean Witter Reynolds  1992 - 1998
Fidelity Investments  1991 - 1992
County NatWest   1986 - 1991

Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management

Education
State University of New York at Albany

Kito Mann Kito Mann Glen Allen, Virginia Details
Kito Mann's Prudential Securities Experience October 1999 - August 2000
Job Expert PrimeFaces / JSF / Java EE / Liferay / UI Component Architect, Developer, and Trainer
Industry Information Technology and Services
Experience
Virtua, Inc.   August 2002 - Present
JSFCentral.com   May 2003 - Present
Skills Matter   2006 - 2014
JSF Summit Conference   2008 - 2012
The Grow Network/McGraw-Hill  August 2000 - August 2002
Prudential Securities   October 1999 - August 2000
Virtua Communications Corp.   1995 - 2000
Guardian Life Insurance  October 1998 - October 1999
Johns Hopkins University  August 1998 - November 1998
Johns Hopkins University  August 1998 - November 1998

Skills
Java, XML, Hibernate, JSP, Open Source, JSF, EJB, Software Development, Servlets, AJAX, SQL, JDBC, Tomcat, Web Applications, Architecture, Software Engineering, Spring, JavaScript, Web Development, HTML, Websphere, Enterprise Architecture, Linux, Facelets, Subversion, jQuery, Mentoring, UML, Cloud Computing, JPA, Ant, Seam, J2EE, MySQL, Eclipse, OOP, JUnit, Portlets, Portals, CSS, Agile, C++, Application Development, JBoss, Liferay, IceFaces, MyFaces, RichFaces, PrimeFaces, Spring Framework

Education
The Johns Hopkins University   1993 — 1997
BA, Computer Science

Adam Spiegel Adam Spiegel San Francisco Bay Area Details
Adam Spiegel's Prudential Securities Experience September 1997 - April 2000
Job Chief Financial Officer at Glassdoor
Industry Information Technology and Services
Experience
Glassdoor  January 2014 - Present
RPX Corporation  August 2009 - May 2013
RPX Corporation  March 2009 - August 2009
Vectrant Technologies Inc.   September 2006 - January 2009
CrossCart, Inc   May 2004 - March 2005
Credit Suisse First Boston  April 2000 - April 2002
Prudential Securities   September 1997 - April 2000
Prudential Securities   April 1994 - March 1996
Prudential Securities   August 1989 - March 1994
Booz, Allen & Hamilton   August 1985 - August 1987

Skills
Mergers, Financial Modeling, Capital Raising, Venture Capital, Valuation, Strategy, Financial Analysis, Equities, Divestitures, Start-ups, M&A experience, Mergers & Acquisitions, Managerial Finance, Restructuring, Investor Relations, Capital Markets, IPO, Financial Structuring, Executive Management, Due Diligence, Investments, Management, Structured Finance, Finance, Corporate Development, Leveraged Finance, Private Equity, Business Planning, Entrepreneurship, Investment Banking, Corporate Finance, Acquisitions, Accounting, Jazz Piano

Education
UCLA Anderson School of Management   1987 — 1989
MBA, Finance

University of Pennsylvania   1981 — 1985
B.S.E., Electrical Engineering

Gregory Buchai Gregory Buchai Houston, Texas Area Details
Gregory Buchai's Prudential Securities Experience February 1994 - June 2002
Job LPL Financial Advisor
Industry Investment Management
Experience
LPL Financial  June 2002 - Present
Consulate of Ukraine, Houston, Tx   2000 - Present
Shell Houston Open   April 2012 - Present
Prudential Securities   February 1994 - June 2002
Bounty Oil and Gas   1979 - 1994

Skills
Portfolio Management, Investment Strategies, Asset Allocation, Asset Management, Financial Advisory, Private Equity, Mergers & Acquisitions, Series 7, Banking, Competitive Analysis, IRAs, Securities, Retirement Planning, Finance, Financial Analysis, Trading, Due Diligence, Valuation, Credit, Investment Management, Wealth, Series 65, Risk Management, Series 63, Corporate Finance, Fundraising, Retirement, Financial Services, Wealth Management, Uniform Combined State..., Management, 401k, Financial Modeling

Education
Thunderbird School of Global Management   1975 — 1976
MBA, Economics, Finance and International Business

USAF Class 71-05 Moody AFB   1970 — 1975
Commercial Pilot License, T-38 Instructor pilot at Willy, Captain USAF

Scott Nance, CAIA Scott Nance, CAIA San Francisco, California Details
Scott Nance, CAIA's Prudential Securities Experience 1993 - 1994
Job Principal at ARK Global, LLC, a Registered Broker/Dealer and Member of FINRA and SIPC.
Industry Investment Management
Experience
ARK Global, LLC   February 2014 - Present
CAIA (Chartered Alternative Investment Analyst) Association   August 2014 - Present
The University of Arizona  August 2015 - Present
Compass Securities Corporation   December 2009 - March 2015
Equinox Fund Management   2005 - 2009
Robeco USA / Weiss, Peck & Greer   2002 - 2005
Bank of America  2000 - 2002
Welton Investment Corporation   1998 - 2000
John W. Henry & Company, Inc.   1994 - 1998
Prudential Securities   1993 - 1994

Skills
Hedge Funds, Alternative Investments, Liquid Alternatives, Managed Futures, Investment Strategies, Asset Management, Business Development, Investments, Entrepreneurship, Investment Management, Institutional..., Mutual Funds, Hedging, Equities, Asset Allocation, Fixed Income, Securities, Asset Managment, Series 63, Fund Of Funds, Financial Advisory, RIAs, Series 7, Relationship Management, Start-up Ventures, Portfolio Management, Risk Management

Education
Sahuarita High School

Thunderbird School of Global Management
MBA, International Finance and Marketing

University of Arizona, Eller College of Management
B.S., Finance, Entrepreneurship

Scott Paredes, CFA, FRM Scott Paredes, CFA, FRM Houston, Texas Details
Scott Paredes, CFA, FRM's Prudential Securities Experience 1992 - 1995
Job Assistant Treasurer at Ensco plc
Industry Oil & Energy
Experience
Ensco plc  September 2010 - Present
GMAC  January 2007 - September 2010
Ally Financial Inc.  January 2007 - January 2008
Visteon  January 2004 - January 2007
Visteon  2002 - 2004
Visteon  2000 - 2002
The Northern Trust Company  1997 - 1999
Prudential Securities   1992 - 1995

Skills
Treasury Management, Structured Finance, Capital Markets, Derivatives, Risk Management, Financial Modeling, Cash Management, Finance, Treasury, Financial Risk, Portfolio Management, Investment Banking, Restructuring, Financial Services, Investments, Internal Controls, Forecasting, Banking, Internal Audit, Hedging, Sarbanes-Oxley Act, Auditing, Financial Structuring

Education
University of Illinois at Urbana-Champaign   1995 — 1997
MBA, International Finance

The University of Manchester   1995 — 1996

Michigan State University   1988 — 1992
BA, Finance

Northville High School   1984 — 1988
Prep

Owen Perrin Owen Perrin Greater Philadelphia Area Details
Owen Perrin's Prudential Securities Experience 1990 - 1995
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  March 2015 - Present
Wilmington Trust a Division of M&T Bank   March 2012 - February 2015
Wilmington Trust a Division of M&T Bank   June 2010 - March 2012
Wilmington Trust  October 2006 - May 2010
The Bank of New York  June 2000 - August 2006
BUYandHOLD.com   June 1999 - March 2000
Prudential Financial  1996 - 1999
Prudential  1990 - 1999
Prudential Securities   1990 - 1995

Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy

Education
State University of New York at Buffalo   1985 — 1990
Bachelor of Arts (B.A.)

New York Institute of Technology - NYC   1985 — 1987
Architecture

La Salle Academy   1980 — 1984
Diploma, General

Paula Myrick Paula Myrick Dallas/Fort Worth Area Details
Paula Myrick's Prudential Securities Experience 1997 - 1999
Job Senior Accountant at White Energy
Industry Consumer Goods
Experience
White Energy  October 2010 - Present
Lennox Industries  2002 - 2010
Lennox Industries  1999 - 2002
Prudential Securities   1997 - 1999
Zale Corporation  1993 - 1997
FootAction, Inc.   1991 - 1993
FootAction, Inc.   1989 - 1991
Summit Acceptance Corporation   1989 - 1989

Skills
Financial Reporting, Forecasting, Process Improvement, Accounts Payable, Accounting, Budgets, Account Reconciliation

Education
The University of Texas at Arlington   1996 — 2000
MBA, Retail Marketing

University of Central Arkansas   1984 — 1988
BBA, Finance

Mary Chung Mary Chung Greater Chicago Area Details
Mary Chung's Prudential Securities Experience July 2005 - April 2006
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings  April 2003 - July 2008
Fitch Ratings  April 2003 - July 2008
Prudential Securities   July 2005 - April 2006
Kraft Foods Group  September 1994 - May 2005
GOLDMAN, SACHS & CO.   August 2001 - March 2002
Moody's Investors Service  June 1996 - July 1999

Skills
Fixed Income, Capital Markets

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General

The University of Chicago   1990 — 1994
Bachelor of Arts (B.A.), Political Science

Ron Cappelletti Ron Cappelletti Toledo, Ohio Area Details
Ron Cappelletti's Prudential Securities Experience February 1984 - June 2000
Job Executive Director at UBS
Industry Financial Services
Experience
UBS  Executive DirectorUBS Financial2006 - Present
McDonald Financial Group  April 2005 - February 2007
Quick & Reilly  August 2002 - December 2004
Gruntal & Co.   2000 - 2002
Prudential Securities   February 1984 - June 2000

Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds

Education
The Ohio State University   1966 — 1971

Gurb Thind Gurb Thind Greater New York City Area Details
Gurb Thind's Prudential Securities Experience July 1994 - June 1996
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
Citi  September 2005 - April 2014
Booz & Company  June 1998 - August 2005
Smith Barney  June 1996 - July 1997
Prudential Securities   July 1994 - June 1996

Education
The Tuck School of Business at Dartmouth   1997 — 1999
MBA

Yale University   1990 — 1994
BA, Economics

David Attisani, CFA David Attisani, CFA New York, New York Details
David Attisani, CFA's Prudential Securities Experience 1995 - 2000
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets  October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities   April 2012 - October 2013
Keefe, Bruyette & Woods   August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC   January 2009 - July 2010
Countrywide Securities  2004 - 2008
UBS  2002 - 2004
Bear Stearns  2001 - 2002
Prudential Securities   1995 - 2000
Prudential Securities   1995 - 1998
US Navy  1983 - April 1994

Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales

Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business

United States Naval Academy
BS, Economics

Gretchen Durthaler, AIF® Gretchen Durthaler, AIF® Columbus, Ohio Details
Gretchen Durthaler, AIF®'s Prudential Securities Experience 1998 - 2001
Job Retirement Plan Specialist
Industry Financial Services
Experience
Nationwide Financial  December 2010 - Present
Saginomiya America, Inc   June 2008 - June 2010
Honda Family Center ESL Tutoring   1997 - 2009
Daifuku America Corporation  May 2005 - June 2007
JET Programme  2001 - 2004
Wachovia Securities  1998 - May 2001
Prudential Securities   1998 - 2001
Thompson Electronics, Inc   June 1996 - December 1998
Huntington National Bank  April 1994 - October 1994

Skills
Retirement Planning, Management, Finance, Mutual Funds, Policy, Process Improvement, Employee Benefits, Strategic Planning, Series 6, Microsoft Excel, Leadership, Insurance, 401k, Series 7, Financial Services, Fixed Annuities, Health Insurance, Life Insurance, Variable Annuities, Series 63, Series 65

Education
InterestsThe Ohio State University OSU Women's Varsity Crew Team   1994 — 1998
Bachelor of Arts, Economics

The Ohio State University   1993 — 1998
Bachelor's degree, Economics/International Studies

University of Cincinnati College Conservatory of Music   1992 — 1993
Cello Performance

Robert L Bing Robert L Bing Greater New York City Area Details
Robert L Bing's Prudential Securities Experience 2001 - 2003
Job Director at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank  October 2014 - Present
CIT (via Kforce)   March 2014 - October 2014
Capital One  June 2011 - July 2013
JPMorgan  August 2010 - June 2011
Deutsche Bank New York  2003 - 2010
Prudential Securities   2001 - 2003
JPMorgan  1987 - 2001

Skills
Treasury Management, Product Management, Treasury Services, Payments, Cash Management, Banking, Internet Banking, FX Options, Commercial Banking, Back Office, Treasury, SWIFT payments, Financial Services, Liquidity Management, Risk Management, CRM, Capital Markets, Credit Risk, Investment Banking, Fixed Income, Relationship Management, Derivatives, Trade Finance, Retail Banking, Financial Risk, Financial Institutions, AML, Portfolio Management, Operational Risk, Operational Risk..., Payment Systems

Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Geological Sciences

Chris Mokros Chris Mokros Greater Atlanta Area Details
Chris Mokros's Prudential Securities Experience January 1995 - January 1996
Job National Director of Training, StoneMor Partners L.P.
Industry Professional Training & Coaching
Experience
StoneMor Partners, L.P.   April 2015 - Present
Cox Communications  January 2013 - March 2015
Lenny's Sub Shop  December 2009 - April 2013
WorldPay US  December 2010 - September 2012
E*TRADE Financial  December 2007 - October 2010
SUNTRUST BANKS  2006 - 2007
First Horizon National Corporation  January 1999 - January 2006
VINING SPARKS INVESTMENT GROUP   January 1998 - January 1999
LUTHERAN BROTHERHOOD  January 1997 - January 1998
Prudential Securities   January 1995 - January 1996

Skills
Training, Salesforce.com, WebEx, Series 7, Captivate, Blended Learning, Instructional Design, Instructor-led Training, Needs Analysis, Team Building, Coaching, Leadership, Performance Management, E-Learning, Financial Services, Program Management, CRM, Customer Service, Employee Training, Software Documentation, Call Centers, Human Resources, Business Development, Interviews, Onboarding, Strategy, Project Management, Sales, Strategic Planning, Time Management, Analysis, Customer Retention, Banking, Employee Benefits

Education
The University of Memphis
Bachelor of Arts, Communications

University of Tennessee-Knoxville

Ron Katoni Ron Katoni Greater New York City Area Details
Ron Katoni's Prudential Securities Experience 2000 - 2001
Job President at Advance Medical Supply
Industry Financial Services
Experience
Advance Medical Supply   2010 - Present
D&B  March 2002 - December 2009
Prudential Securities   2000 - 2001
First USA  1998 - 2000
FMC  1996 - 1998
Ernst & Young  1992 - 1994

Skills
Analytics, Strategic Planning, Business Analysis, Business Development, Finance, Strategy, Business Strategy, Salesforce.com, Cross-functional Team..., Leadership, Competitive Analysis, Marketing Strategy, CRM, Market Research, Mergers & Acquisitions, Change Management, New Business Development, Strategic Partnerships, Management, Solution Selling

Education
University of Virginia Darden School of Business   1994 — 1996

University at Albany, SUNY   1988 — 1992
BS, Business

Lawrence Frantz Lawrence Frantz New York, New York Details
Lawrence Frantz's Prudential Securities Experience 1998 - 2000
Job UBS Portfolio Trading Sales
Industry Financial Services
Experience
UBS Investment Bank  2007 - Present
Credit Suisse  2004 - 2007
Morgan Stanley  2000 - 2004
Prudential Securities   1998 - 2000

Education
Washington University in St. Louis - Olin Business School   1987 — 1989
MBA

The George Washington University   1984 — 1987
BA

John C. Glidden, Jr. John C. Glidden, Jr. Greater New York City Area Details
John C. Glidden, Jr.'s Prudential Securities Experience January 1988 - June 1993
Job SVP at Gates Capital
Industry Capital Markets
Experience
Gates Capital   January 2002 - Present
Gates Capital Corporation  2002 - Present
Prudential Securities   January 1988 - June 1993

Skills
Capital Markets, Equities, Portfolio Management, Fixed Income, Asset Management

Education
Union College   1970 — 1974
BA, Economics

Don Daniel Don Daniel Baltimore, Maryland Area Details
Don Daniel's Prudential Securities Experience 2001 - 2002
Job Emergency Medical Technician at 1st Response Medical Transport Corp.
Industry Hospital & Health Care
Experience
1st Response Medical Transport Corp.   December 2011 - Present
Keefe Bruyette and Woods   January 2002 - November 2010
Prudential Securities   2001 - 2002
Downtown Sailing Center  1999 - 2001
T. Rowe Price  1992 - 2000

Skills
Equity Trading, Mutual Funds, Trading

Education
The Johns Hopkins University - Carey Business School   1995 — 1999
MBA, Finance

University of Delaware - Lerner College of Business and Economics   1987 — 1991
Business Administration

Jane Kapelson Jane Kapelson Greater Boston Area Details
Jane Kapelson's Prudential Securities Experience 1993 - 1997
Job VP Regional Wealth Advisory Consultant, Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney  August 2004 - December 2011
JK Consulting  2002 - 2004
Morgan Stanley Dean Witter  1999 - 2002
Morgan Stanley Dean Witter  1998 - 1999
Morgan Stanley Dean Witter  1997 - 1998
Prudential Securities   1993 - 1997
Legg Mason  1992 - 1993
Shearson Lehman Brothers  1989 - 1992

Skills
Risk Management, Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Finance, Strategic Financial..., Wealth, Financial Advisory

Education
The George Washington University   1985 — 1989
BA, Speech Communications

Lawrence Biegelsen Lawrence Biegelsen Greater New York City Area Details
Lawrence Biegelsen's Prudential Securities Experience May 2005 - March 2007
Job Senior Analyst at Wells Fargo
Industry Health, Wellness and Fitness
Experience
Wells Fargo  April 2007 - Present
Prudential Securities   May 2005 - March 2007
Prudential Securities   March 2002 - May 2005
Merck  1995 - 2002

Skills
Medical Devices

Education
NYU Stern School of Business   1989 — 1991
Master of Business Administration (MBA), Finance, General

Tulane University   1983 — 1987
Bachelor of Arts (B.A.), Political Science

Brad Graner Brad Graner Greater Atlanta Area Details
Brad Graner's Prudential Securities Experience 1991 - 1992
Job President and CoFounder, Healthgrades Publisher and Advertising Solutions
Industry Internet
Experience
inHealth, LLC   October 2008 - October 2010
WebMD  1999 - 2007
McKinsey & Company  1997 - 1999
Morgan Stanley  1992 - 1994
Prudential Securities   1991 - 1992

Skills
Strategic Partnerships, Strategy, Start-ups, Business Strategy, Analytics, Strategic Planning, Marketing Strategy, Product Management, Business Development, Competitive Analysis, Entrepreneurship, Investments, Online Advertising, Cross-functional Team..., Digital Marketing, Digital Strategy, Digital Media, Mergers & Acquisitions, Integrated Marketing, Marketing, Product Marketing, Leadership, Ad Tech, Healthcare, Local Marketing

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA

The University of Georgia   1986 — 1990
BBA, Economics

Frank Iacobazzi Frank Iacobazzi Greater New York City Area Details
Frank Iacobazzi's Prudential Securities Experience 1993 - 2007
Job VP FX trading at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney  January 2011 - Present
CITI  April 2008 - February 2011
Earth Improvements   August 2007 - April 2008
Prudential Financial  July 1993 - August 2007
Prudential Securities   1993 - 2007

Education
University at Buffalo   1986 — 1991

Dobbs Ferry High school

Neil Wardley Neil Wardley Greater New York City Area Details
Neil Wardley's Prudential Securities Experience 1987 - 1993
Job Managing Director at Evalueserve
Industry Financial Services
Experience
Evalueserve  December 2013 - Present
Markit  September 2012 - November 2013
Evalueserve  May 2012 - October 2012
BNP Paribas  August 2010 - January 2012
Markit  September 2008 - September 2010
Lehman Brothers  September 2005 - March 2008
Lehman Brothers  August 1998 - March 2008
Lehman Brothers (in Administration)   March 1993 - August 1998
Prudential Securities   1987 - 1993

Skills
Business Analysis, Analytics, Fixed Income, Portfolio Management, Project Management, Management, Market Research, Product Marketing, Financial Services, Marketing, Commodity, Training, Capital Markets, Asset Management, Investment Banking, Hedge Funds, Research, Risk Management, Valuation, Trading

Education
The University of Sheffield   1981 — 1984
Ph.D, Remote Sensing

University of Portsmouth   1978 — 1981
B.Sc, Environmental Science

Lou Williott Lou Williott Columbus, Ohio Area Details
Lou Williott's Prudential Securities Experience 1981 - 2000
Job Vice President, Institutional Sales at Incapital
Industry Financial Services
Experience
Incapital LLC  March 2010 - Present
Fundamental Capital Markets   July 2009 - April 2010
Sterne Agee Capital Markets   January 2007 - December 2007
BB&T Capital Markets  March 2001 - June 2006
Prudential Securities   1981 - 2000

Skills
Series 63, Bonds, Fixed Income, Capital Markets, Series 7, Series 24, Alternative Investments, Securities, FINRA, Asset Allocation, Mutual Funds, Bloomberg

Education
The Ohio State University   1972 — 1976
Bachelor of Science (B.S.), English Language and Literature/Letters

Sherryn Reckin Sherryn Reckin Greater New York City Area Details
Sherryn Reckin's Prudential Securities Experience August 1998 - April 2000
Job VP at CIT Syndicated Loan Group
Industry Financial Services
Experience
CIT  August 2010 - Present
LM Isis Capital Management   June 2007 - January 2008
Credit Suisse  May 2002 - May 2007
Credit Suisse First Boston  April 2000 - May 2002
Prudential Securities   August 1998 - April 2000

Skills
Leveraged Finance, Financial Modeling, Credit Analysis, Fixed Income, Hedge Funds, High Yield, Credit Derivatives, Valuation, Equity Research, Bonds, Portfolio Management

Education
Union College   1996 — 1998
MBA, Business Administration

Union College   1993 — 1997
BS, Mechanical Engineering

Tessa Ngobi Tessa Ngobi Greater New York City Area Details
Tessa Ngobi's Prudential Securities Experience 1996 - 1999
Job ♔ ♚ Corporate Governance Professional ♚ ♔
Industry Financial Services
Experience
Credit Agricole Investment Bank   November 2006 - Present
Citigroup Corporate Investment Bank   April 2004 - November 2006
PricewaterhouseCoopers Immigration Law LLP   October 2000 - April 2004
Prudential Securities   1996 - 1999

Skills
Risk Management, Internal Audit, Internal Controls, Credit, Finance, Credit Risk, Team Leadership, Credit Analysis, Cross-functional..., Presentations, Financial Risk, Policy, Compliance Regulations, Business Analysis, Analytical Skills, Report Writing, Financial Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook

Education
Trinity College-Hartford   1996 — 2000
Bachelor of Arts, English Literature

United Nations International School

Ed O'Connell Ed O'Connell Greater New York City Area Details
Ed O'Connell's Prudential Securities Experience June 2001 - July 2004
Job Director of Operations at River Birch Capital LLC
Industry Financial Services
Experience
River Birch Captital LLC   September 2015 - Present
Realm Partners LLC   May 2009 - September 2015
R3 Capital   May 2008 - May 2009
Lehman Brothers  1997 - 2008
Prudential Securities   June 2001 - July 2004

Skills
Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Investment Banking, Bloomberg, Securities, Alternative Investments

Education
University at Albany, SUNY   1987 — 1991

Xavier High School   1983 — 1987

Carrington Clark Carrington Clark Barnstable/Yarmouth, Massachusetts Area Details
Carrington Clark's Prudential Securities Experience 1982 - 1992
Job president at Carrington Clark & associates
Industry Financial Services
Experience
Carrington Clark & associates   January 1994 - Present
CARRINGTON CLARK & ASSOCIATES   1994 - Present
Prudential Securities   1982 - 1992

Education
Trinity College-Hartford

Nancy Berkey Nancy Berkey Cleveland/Akron, Ohio Area Details
Nancy Berkey's Prudential Securities Experience August 1998 - December 1999
Job AP/AR Accountant
Industry Financial Services
Experience
Valmark Securities  March 2004 - Present
Mustard Seed Market & Cafe  August 2000 - Present
Proforma  September 2002 - January 2004
Nationwide  March 2000 - August 2002
Prudential Securities   August 1998 - December 1999
Buehler Fresh Foods Market   January 1976 - May 1999

Skills
Retail, Accounting, Training, Microsoft Dynamics, Customer Service, Microsoft Excel, Insurance, Intercompany, Multi-currency, Microsoft Word, Accounts Receivable, Management, Time Management, Accounts Payable, Life Insurance, Investments, General Ledger, Leadership, Finance, Microsoft Office

Education
The University of Akron   1970 — 1976
AAS, Criminal Justice/ Social Work

Chris Dreska Chris Dreska Greater Atlanta Area Details
Chris Dreska's Prudential Securities Experience 1998 - 2003
Job Director of Food Service Channels, Thrive Frozen Nutrition
Industry Financial Services
Experience
Thrive Frozen Nutrition   February 2012 - Present
Kinghorn, Hilbert and Associates   June 2010 - December 2011
Cornerstone Mortgage Group  September 2009 - August 2010
The Intersect Group  September 2008 - 2009
Callaway Partners, LLC  February 2006 - June 2008
Huron Consulting Group  2007 - 2008
RT Engines   2003 - 2006
RT Engines   2003 - 2006
Prudential Securities   1998 - 2003
KPMG  September 1994 - December 1997

Skills
Strategic Planning, Financial Analysis, Business Planning, Forecasting, Finance, New Business Development, Contract Negotiation, Negotiation, Business Development, Sales, Sales Management, Team Building, Banking, Risk Management, Insurance

Education
The Ohio State University Fisher College of Business   1990 — 1994
BSBA, Accounting and Finance

Ron Krueger CFA, CFP Ron Krueger CFA, CFP Tampa/St. Petersburg, Florida Area Details
Ron Krueger CFA, CFP's Prudential Securities Experience 1995 - 1999
Job Regional Planning Specialist at Cetera Financial Specialists
Industry Investment Management
Experience
Cetera Financial Specialists  July 2000 - Present
Prudential Securities   1995 - 1999

Skills
Chartered Financial..., Certified Financial..., Series 7, Series 63, Series 65, Series 24, Finance, Insurance, Financial Advisory

Education
The University of Texas at Austin   1986 — 1989
Bachelor of Business Administration (BBA), Marketing

Scott Evans, CFA Scott Evans, CFA Greater Denver Area Details
Scott Evans, CFA's Prudential Securities Experience August 1999 - September 2000
Job Experienced Investment Management Professional
Industry Investment Management
Experience
TIAA-CREF  February 2006 - January 2008
TIAA-CREF  September 2004 - February 2006
Larimer Capital Corp.   February 2003 - March 2004
Blue Sky Advisors   January 2002 - February 2003
Prudential Securities   August 1999 - September 2000
Lipper, A Thomson Reuters Company  June 1998 - August 1999
Lipper, a Thomson Reuters Company  August 1997 - June 1998

Skills
Portfolio Management, Wealth Management, Equity Research, Asset Management, Investment Advisory, Financial Analysis, Relationship Management, International Finance, Financial Modeling, Finance, Corporate Governance, Fixed Income, Investment Management, Competitive Analysis, Valuation, Business Intelligence..., New Business Development, Bloomberg, China Business..., Performance Attribution, Behavioral Finance, @Risk, Business Relationship..., Corporate Strategy..., Financial Risk, Emerging Markets, Management, Business Strategy, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Securities, Analysis, Investments

Education
Thunderbird School of Global Management   2012 — 2014
Master's Degree, Global Management, Graduated with Honors

The Chinese University of Hong Kong   2010 — 2012
MBA, Finance, China Business, Graduated with Honors

Tsinghua University   2012 — 2012
MBA-Exchange, China Business

University of Colorado at Denver   2009 — 2010
Master of Science (M.Sc.), Finance

University of Colorado at Boulder   2009 — 2012
Bachelor's, Cultural Anthropology

Sandesh Shetty Sandesh Shetty Dallas/Fort Worth Area Details
Sandesh Shetty's Prudential Securities Experience September 2000 - June 2002
Job Client Partner at Sogeti USA
Industry Information Technology and Services
Experience
Sogeti USA LLC  May 2011 - Present
Sogeti  September 2008 - December 2012
Verizon  July 2002 - September 2008
Prudential Securities   September 2000 - June 2002
Silverline Technologies  October 1999 - August 2000
NSDL   1997 - 1999

Skills
WPF, SOA, SDLC, Enterprise Architecture, Agile Methodologies, WCF, C#, Scrum, Solution Architecture, ASP.NET, SSRS, .NET, Integration, TFS, Software Project..., Microsoft SQL Server, Web Services, Software Development, Agile Project Management, Requirements Analysis, Client Relations

Education
The University of Dallas   2010 — 2013
MBA

SDM College of Engg and Tech   1993 — 1997
Bachelors in Engineering, Electrical and Electronics

Stacy Vitale CPA, CFA Stacy Vitale CPA, CFA Greater New York City Area Details
Stacy Vitale CPA, CFA's Prudential Securities Experience June 1996 - January 1997
Job
Industry Investment Management
Experience
Drobny Global   January 2013 - Present
Vitale Enterprises, LLC   June 2009 - Present
River Run Management, LLC   January 2005 - June 2009
Brera Capital Partners   May 2000 - September 2004
INVESCO Private Capital  January 1997 - May 2000
Prudential Securities   June 1996 - January 1997
Oak Hill Partners, LP   March 1991 - May 1996

Skills
Partnership Accounting, QuickBooks, Accounting, Financial Analysis, Financial Reporting, Hedge Funds, Private Equity

Education
The Catholic University of America   1989 — 1990
MA, Finance

The Catholic University of America   1986 — 1990
BA, Financial Management and Economics

Manasquan High School   1982 — 1986

Scott Rickford Scott Rickford Greater Minneapolis-St. Paul Area Details
Scott Rickford's Prudential Securities Experience February 1999 - July 2003
Job Financial Advisor at Oakridge Financial
Industry Financial Services
Experience
Oakridge Financial   April 2004 - Present
Wachovia Securities  July 2003 - April 2004
Prudential Securities   February 1999 - July 2003
Recom Securities   August 1995 - February 1999

Skills
Retirement Planning, Series 7, Investment Strategies

Education
University Of North Dakota   1990 — 1994
BBA, Finance

james limoncelli james limoncelli San Francisco Bay Area Details
james limoncelli's Prudential Securities Experience October 1988 - April 1999
Job Regional Executive Manager PacNorth Region at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2009 - Present
Morgan Stanley  October 2008 - August 2009
Wachovia Securities  June 2001 - October 2008
robertson stephens  March 1999 - April 2001
Prudential Securities   October 1988 - April 1999

Education
University at Albany, SUNY   1984 — 1988
ba, sociology, business

West Hempstead High School   1980 — 1984

Elizabeth Selkirk Goggins Elizabeth Selkirk Goggins Greater New York City Area Details
Elizabeth Selkirk Goggins's Prudential Securities Experience April 1984 - January 1995
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Giantmicrobes, Inc   July 2015 - Present
Meta Group  August 1995 - October 1998
Prudential Securities   April 1984 - January 1995

Skills
Cloud Computing, SaaS, Strategic Planning, Business Analysis, Vendor Management

Education
New York University   1987 — 1990
School of Continuing and Professional Studies, MIS

The University of Connecticut School of Business   1979 — 1983
BS, MIS

Greenwich High School

Amy McCue Johnson Amy McCue Johnson Kansas City, Missouri Area Details
Amy McCue Johnson's Prudential Securities Experience April 1992 - December 1992
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones  June 2012 - Present
Edward Jones  February 2011 - May 2012
Social Suppers   May 2006 - September 2009
DST Systems  2001 - 2006
DST Technologies, Inc.   1996 - 2001
Prudential Securities   April 1992 - December 1992
DST Systems  1983 - 1992

Education
University of Kansas   1979 — 1983
BS, Business Administration

Richard Kianofsky Richard Kianofsky Greater New York City Area Details
Richard Kianofsky's Prudential Securities Experience 1984 - 2002
Job Vice President at JP Morgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  2003 - Present
Prudential Securities   1984 - 2002
SIAC  April 1983 - October 1984
American Management Systems  1980 - 1983

Skills
Fixed Income, Equities, Securities, Series 7, Investment Banking, Capital Markets, Leadership, Business Analysis, Portfolio Management, Risk Management, Financial Services, Trading Systems, Derivatives, Hedge Funds, Middle Office, SDLC, Vendor Management, Back Office, Series 63, Prime Brokerage, Alternative Investments, Asset Management, Strategic Thinking, Banking, Investments, Equity Derivatives, Bloomberg, Financial Markets, Corporate Finance, Financial Risk, Mutual Funds, Market Data, Financial Analysis, Wealth Management, Credit Risk, Asset Managment, Financial Modeling, Credit, Great eye for detail, Electronic Trading, Loans, Outstanding..., Business Excellence

Education
New York University - Leonard N. Stern School of Business   1981 — 1986
MBA, Finance

University at Albany, SUNY   1976 — 1980
BS, Business Administration

South Shore High School

Bonita Austin Bonita Austin Eagle Mountain, Utah Details
Bonita Austin's Prudential Securities Experience 1994 - 1996
Job Associate Professor Strategy Asst. Department Chair Entrepreneurship & Strategy
Industry Higher Education
Experience
University of Utah  August 2008 - Present
University of Utah  June 2012 - June 2015
University of Utah  August 2008 - June 2011
Bella Research Inc   April 1996 - August 2008
Prudential Securities   1994 - 1996
Lehman Brothers  January 1992 - April 1994
Wertheim Schroder  May 1987 - January 1992
Kimberly-Clark  1986 - 1987

Skills
Venture Capital, Financial Analysis, Data Analysis, Strategic Planning, Financial Modeling, Analysis, Analytics, Professional Mentoring, Market Research, Authenticity, Entrepreneurship, Strategy, Leadership, University Teaching, Portfolio Management, Management, Forecasting, Financial Reporting, Valuation, Competitive Analysis, Corporate Finance, Business Strategy, Budgets, Finance, Business Planning, Start-ups, Economics, Managerial Finance, Business Analysis, Investments, Due Diligence, Consulting

Education
University of Alabama   1984 — 1986
MBA, Finance

Troy University   1981 — 1984
BS, Math, Economics (Business Admin)

University of Utah - David Eccles School of Business

Yaffi Silkes, ERP Yaffi Silkes, ERP Greater New York City Area Details
Yaffi Silkes, ERP's Prudential Securities Experience January 2000 - July 2003
Job Manager Risk Analyst at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation  January 2011 - Present
Hess Corporation  January 2009 - December 2010
Hess Corporation  August 2003 - December 2008
Prudential Securities   January 2000 - July 2003
Wachovia Securities (formerly Prudential Securities)   2000 - 2003

Skills
SQL, Risk Management, Business Intelligence, Commodity Markets, Project Management, Access, Energy, Business Analysis, Financial Risk, Leadership, Data Analytics, Requirements Analysis, Process Improvement

Education
Touro College   1997 — 2000
MIS, Management Information Systems

Keith Flood Keith Flood Albany, New York Area Details
Keith Flood's Prudential Securities Experience September 1993 - March 1997
Job Senior Vice President at Purshe Kaplan Sterling Investments
Industry Investment Management
Experience
PKS Advisory Services, LLC   March 2007 - Present
Purshe Kaplan Sterling Investments  March 1997 - Present
Prudential Securities   September 1993 - March 1997
Shearson Lehman Brothers  September 1989 - September 1993

Skills
Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Securities, Series 63, Estate Planning, Financial Services, Fixed Annuities, Insurance, 401k, Risk Management

Education
United States Military Academy at West Point   1981 — 1985

Jaron Rohrer Jaron Rohrer Dallas/Fort Worth Area Details
Jaron Rohrer's Prudential Securities Experience 2001 - 2002
Job Resolutions & Receiverships at FDIC
Industry Banking
Experience
FDIC  July 2010 - Present
Wells Fargo  November 2007 - July 2010
First Magnus Financial  March 2005 - August 2007
Landmark Power Exchange   April 2003 - March 2005
Amerex Energy  2002 - 2003
Prudential Securities   2001 - 2002

Skills
Banking, Financial Analysis, Financial Modeling, Valuation, Investments, Management, Project Management, Credit, Risk Management, Portfolio Management, Sales Operations, Consumer Lending, Small Business Lending, Credit Analysis, Mortgage Lending, Underwriting, Credit Risk, Core Banking, Financial Services, Loan Origination, Insurance, Residential Mortgages, Mortgage Servicing, Government Contracting, Finance, Commercial Lending, Commercial Banking, Loans, Strategic Financial...

Education
The University of Texas at Austin   1998 — 2002
Finance, Finance and Accounting

The University of Texas at Austin - Red McCombs School of Business   1998 — 2002
BBA, Finance and Accounting

Alec Rainsby Alec Rainsby Greater New York City Area Details
Alec Rainsby's Prudential Securities Experience September 1987 - April 1993
Job CTO at Markit
Industry Financial Services
Experience
Markit  April 2009 - Present
Merrill Lynch  September 2007 - March 2009
Primus Asset Management  March 2000 - July 2007
Merrill Lynch  April 1993 - March 2000
Prudential Securities   September 1987 - April 1993

Skills
Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Bonds, Credit Derivatives, Asset Managment, CDS, Valuation, Credit, Derivatives, Equities

Education
London School of Economics and Political Science, U. of London
Bachelor of Science (BSc), Management Science

Deborah Sobel Deborah Sobel Greater Chicago Area Details
Deborah Sobel's Prudential Securities Experience January 1998 - January 2002
Job Customer Care Manager (National) at School health
Industry Consumer Goods
Experience
School Health   December 2012 - Present
Comcast Cable  July 2011 - September 2012
Aon - Hewitt Consulting  June 2009 - May 2010
Allstate  March 2002 - May 2009
PRUDENTIAL SECURITIES   January 1998 - January 2002
NATIONWIDE LIFE INSURANCE  February 1994 - October 1998
Nationwide  December 1990 - October 1998

Skills
Strategy, Team Leadership, Lead Generation, Coaching, Employee Training, Sales, Leadership Development, Sales Process, Employee Benefits, Recruiting, Sales Management, Leadership, Team Building, Training, Management, Marketing, Telecommunications, Human Resources, Insurance, CRM, Public Speaking, New Business Development, Strategic Planning, Sourcing, Customer Service, Call Centers, Account Management, Customer Retention, Cold Calling, Sales Operations, Process Improvement, Mentoring, Cross-functional Team..., Interviews, Salesforce.com, Customer Satisfaction, Performance Management, Project Management

Education
The Ohio State University   1979 — 1983
Bachelors, Education

The Ohio State University
Bachelor's degree, Education

Stacy Pak Stacy Pak San Francisco Bay Area Details
Stacy Pak's Prudential Securities Experience 1999 - 2007
Job Happily retired and enjoying time with my family:)
Industry Financial Services
Experience
Barclays Capital  December 2010 - April 2012
SP Research Inc.   January 2009 - February 2011
Prudential Securities   1999 - 2007
Credit Suisse First Boston  1993 - 1999

Skills
Equity Research, Equities, Hedge Funds, Series 7, Investments, Securities, Portfolio Management, Series 63, Asset Managment, Financial Modeling, Capital Markets, Bloomberg, Valuation

Education
The University of Chicago - Booth School of Business   1990 — 1992
MBA, Finance

Barbara Guthery Barbara Guthery Greater Denver Area Details
Barbara Guthery's Prudential Securities Experience 1979 - 1995
Job General Partner at Sublett Partners, Ltd.
Industry Financial Services
Experience
Sublett Partners, Ltd.   1997 - Present
HydroProcessing, LLC   1996 - 2007
Prudential Securities   1979 - 1995

Skills
Board of Director..., Fundraising, Team Leadership, Investments, Private Equity, Venture Capital, Portfolio Management, Equities, Asset Managment, Start-ups, Strategic Planning, Business Development, Finance, Entrepreneurship, Leadership, Due Diligence, Executive Management, Management Consulting, Business Strategy, Strategy, Strategic Partnerships, Financial Analysis, Restructuring, Mergers & Acquisitions, Financial Services, Small Business, IPO, Managerial Finance, Asset Management, Board of Directors

Education
Sweet Briar College   1958 — 1960
Physics

The University of Texas at Austin
Finance, General

Univ. of Texas Austin
Finance

Ryan Francis Ryan Francis Houston, Texas Area Details
Ryan Francis's Prudential Securities Experience May 2001 - May 2003
Job Sales Manager at Gulf Chemical International
Industry Chemicals
Experience
Gulf Chemcical International   July 2006 - Present
Wachovia Securities Financial Network  May 2003 - December 2005
Prudential Securities   May 2001 - May 2003

Skills
New Business Development, Strategic Planning, Investments, Financial Analysis, Sales, Contract Negotiation, Negotiation, Business Development, Marketing Strategy, Market Analysis, Business Strategy, Marketing, Sales Management, International Sales

Education
The University of Texas at Austin   1997 — 2001
Bachelor's of Science, Political Science and Government

The University of Texas at Austin   1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government

Edward Dooley Edward Dooley Greater New York City Area Details
Edward Dooley's Prudential Securities Experience July 1993 - April 1995
Job Owner, Royal Crane Rentals LLC
Industry Construction
Experience
Royal Crane Rentals LLC   April 2005 - Present
Royal Crane Rentals LLC   April 2005 - December 2010
Commerzbank Securities  October 2003 - November 2004
Deutsche Bank Securities  August 1996 - June 2003
Soundview Financial Group, Inc   May 1995 - July 1996
Prudential Securities   July 1993 - April 1995

Education
University at Albany, SUNY
Bachelor of Science, Business Administration

St. John's University, College of Business Administration

Cathy Robertson Del Nero Cathy Robertson Del Nero Providence, Rhode Island Area Details
Cathy Robertson Del Nero's Prudential Securities Experience February 1994 - November 2001
Job Vice President, Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2001 - Present
Prudential Securities   February 1994 - November 2001
Shearson Lehman  September 1988 - February 1994

Skills
Strategic Planning, Series 7, Retirement Planning, Wealth Management, Certified Financial..., Investments, Investment Advisory, Venture Philanthropy, Asset Allocation, Securities, FINRA, Investment Strategies, Alternative Investments, Series 63, Investment Management, Bonds, Mutual Funds, Estate Planning, Retirement

Education
Tufts University   1971 — 1975
Bachelor’s Degree, Theatre, English

Tom Basehart Tom Basehart Greater Memphis Area Details
Tom Basehart's Prudential Securities Experience 1986 - 1988
Job Senior Financial Services Executive
Industry Financial Services
Experience
Melvin Securities  2010 - 2010
Protective Securities   2009 - 2010
Mesirow Financial  2002 - 2008
National Bank of Commerce-Memphis, Tennessee   2001 - 2002
First Tennessee Capital Markets   2000 - 2001
Morgan Keegan  1995 - 2000
NatCity Investments-Cleveland, Ohio   1995 - 1995
Alex Brown & Sons  1994 - 1995
Prudential Securities   1986 - 1988
Blunt Ellis & Loewi  1983 - 1987

Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal

Education
The Ohio State University
BS, Marketing/Finance

Patrick Beathard Patrick Beathard Austin, Texas Area Details
Patrick Beathard's Prudential Securities Experience 1996 - 2000
Job Orange River Royalties, LLP
Industry Oil & Energy
Experience
Orange River Royalties, LLP   January 1997 - Present
Drunk Elepant, LLC   2014 - 2015
Drunk Elepant, LLC   2014 - 2015
Drunk Elepant, LLC   2014 - 2015
Drunk Elepant, LLC   2014 - 2015
Prudential Securities   1996 - 2000
Enron Capital and Trade  1993 - 1996
Excel Gas Marketing   1987 - 1993

Education
The University of Texas at Austin   1990 — 1992
Master of Business Administration (M.B.A.)

Univ. of Texas   1982 — 1987
Bachelor of Arts (B.A.), Economics

Steven Moffitt Steven Moffitt Greater New York City Area Details
Steven Moffitt's Prudential Securities Experience August 1999 - December 2000
Job Managing Director, CFA
Industry Investment Banking
Experience
Goldman Sachs  January 2005 - Present
Fitch Ratings  June 2001 - January 2005
Prudential Securities   August 1999 - December 2000

Skills
Capital Markets, Structured Finance, Fixed Income, Financial Modeling, Investment Banking, Valuation, Hedge Funds, Derivatives, Corporate Finance, Bonds, Investments, Equities, ABS, Private Equity, Structured Products, Securitization, Financial Structuring, Securities, Private Placements, Credit Derivatives, Alternative Investments, Bloomberg

Education
Tulane University   1995 — 1999
BA, Political Economy

London School of Economics and Political Science   1998 — 1998

Maria Szabo Maria Szabo New York, New York Details
Maria Szabo's Prudential Securities Experience January 2000 - July 2001
Job Client Services Administrator at GTIS Partners
Industry Financial Services
Experience
GTIS Partners  December 2011 - Present
The Olayan Group  June 2009 - April 2011
Olayan America Delaware, LLC   June 2009 - April 2011
various companies  September 2008 - May 2009
Paduano & Weintraub   July 2006 - September 2008
Wachovia Securities  July 2005 - July 2006
Bear, Stearns & Co., Inc   July 2001 - July 2005
Prudential Securities   January 2000 - July 2001
CIBC World Markets  July 1999 - January 2000
Lowenbaum Financial Research   July 1998 - December 1998

Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM

Education
Trinity University
Bachelor of Arts

Christine Biediger Christine Biediger Houston, Texas Area Details
Christine Biediger's Prudential Securities Experience 1998 - 1999
Job Documentation Specialist at Dataface
Industry Information Technology and Services
Experience
Dataface   August 2011 - August 2012
Reynolds & Reynolds  February 2001 - March 2011
Prudential Securities   1998 - 1999

Education
Texas Tech University   1986 — 1988
Master of Music, Piano Pedagogy

Texas Lutheran University   1982 — 1986
Bachelor of Arts (BA), Piano Performance

Peter W. Bruton Peter W. Bruton New York, New York Details
Peter W. Bruton's Prudential Securities Experience 1987 - 1996
Job Managing Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  2004 - Present
Ziegler Financial Services   2000 - 2004
George K. Baum & Co.   1996 - 2000
Prudential Securities   1987 - 1996
Citicorp Investment Bank  1984 - 1987
Lehman Brothers Kuhn Loeb/Shearson Lehman/American Express   1983 - 1985

Skills
Capital Markets, Healthcare, Fixed Income, Investment Banking, Equities, Investments, Bonds, Securities, Series 7, Management, Hedge Funds, Portfolio Management, Due Diligence, Derivatives, Valuation

Education
Trinity University
BA, History/Political Science

Tulane University
Master of Arts (M.A.), American History

University of Maryland College Park
PhD, History (History of Medicine)

Richard Richter Richard Richter San Antonio, Texas Details
Richard Richter's Prudential Securities Experience 1998 - 2002
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Moore's Cafeteria Services   2003 - 2011
Prudential Securities   1998 - 2002
Colonial Cake Company   1972 - 1997

Education
The University of Texas at Austin   1970 — 1971
MS, Electrical Engineering

University of Notre Dame   1966 — 1970
BS, Mechanical En

Flordeliz Herrera Flordeliz Herrera Greater New York City Area Details
Flordeliz Herrera's Prudential Securities Experience November 1997 - December 2002
Job Software Engineer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  November 2009 - November 2011
UBS  October 2008 - July 2009
Morgan Stanley  October 2007 - June 2008
PFPC  May 2005 - October 2007
Verizon  November 2004 - April 2005
Prudential Financial  January 2004 - October 2004
Business Software Solutios (BSS)   October 2003 - December 2003
PFPC  July 2003 - September 2003
Prudential Securities   November 1997 - December 2002
Solidbank Corp.   November 1993 - October 1997

Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF

Education
The Philippine Women's University   1987 — 1991
Bachelor of Science (BS), Computer Science

Frank Engelkraut Frank Engelkraut Chatham, New Jersey Details
Frank Engelkraut's Prudential Securities Experience April 1998 - April 1999
Job Director, Cash Equity Trader at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group  April 1999 - Present
Prudential Securities   April 1998 - April 1999

Skills
Electronic Trading, Market Making, Equities, Bloomberg, ETFs, Securities

Education
The Catholic University of America   1992 — 1997
Bachelor of Science (BS), Biology, General

Emily Guptill Emily Guptill United States Details
Emily Guptill's Prudential Securities Experience 1991 - August 1994
Job Financial Servicer, First Citizens' Federal Credit Union
Industry Research
Experience
First Citizens' Federal Credit Union  September 2012 - Present
No Name  1998 - September 2012
Gartner  August 1994 - January 1999
Prudential Securities   1991 - August 1994
National Bank of Washington  1987 - 1990
Merrill Lynch Life Agency   1983 - 1986

Skills
Microsoft Office, Banking, Customer Service, Financial Analysis, Access, Accounting, Microsoft Word, Program Management

Education
University at Albany
Bachelor of Arts (B.A.), Economics

Bob Stalnaker Bob Stalnaker Longwood, Florida Details
Bob Stalnaker's Prudential Securities Experience March 2003 - June 2005
Job Retired at Retired
Industry Entertainment
Experience
Retired  January 2005 - Present
Prudential Securities   March 2003 - June 2005
Legg Mason Wood Walker, Inc  April 1995 - May 2003

Education
Archbishop Hoban High School   1969 — 1973
College Prep, College Prep

The University of Akron   1969 — 1973
BS, Business Administration and Management, General

Stella Hui, CFP® Stella Hui, CFP® San Diego, California Details
Stella Hui, CFP®'s Prudential Securities Experience November 1997 - October 1998
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  November 1998 - Present
Prudential Securities   November 1997 - October 1998
Gamma-Metrics (Thermo Electron), Thermo Fisher Scientific   July 1995 - July 1997

Skills
Series 7, Investments

Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)   1994 — 1995
Master of Pacific International Affairs, International Management

University of California, San Diego   1987 — 1991
Bachelor of Arts (B.A.), Economics

University of California, San Diego   1987 — 1991
Bachelor of Arts (B.A.), Chemistry

Culver Academies   1984 — 1986
High School

Alicia Sandoval Alicia Sandoval Gilbert, Arizona Details
Alicia Sandoval's Prudential Securities Experience September 1997 - March 1999
Job Owner
Industry Financial Services
Experience
Medavia Brazilian Jiu Jitsu/Carlson Gracie Team AZ   April 2014 - Present
Charles Schwab  November 2007 - Present
Charles Schwab  June 2006 - November 2007
Charles Schwab  July 2003 - June 2006
Charles Schwab  January 2002 - June 2003
Charles Schwab  March 1999 - February 2002
Prudential Securities   September 1997 - March 1999

Skills
Management, Project Management, Business Analysis, Leadership, Strategy, Financial Services, Process Improvement, Program Management, Investments, Series 7, Risk Management, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds

Education
University of Phoenix   2008 — 2009
Master of Business Administration (MBA)

Towson University   1994 — 1997
Bachelor of Arts (BA), Finance, General

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