Prudential Securities
Industry: Bank
DescriptionPrudential Securities, also formerly known as Prudential Securities Incorporated, was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank. Headquarters: New York City, New York, United States Founded: 1981 Ceased operations: 2003 Parent organization: Prudential Financial Subsidiaries: Prudential-Bache Securities (Belgium) Inc., Prudential Mutual Fund Management, Inc. Predecessors: Bache & Co., Prudential Securities
Prudential Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Prudential Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Prudential Securities Employees
Employee
Years
Job
Industry
Frances Bueres Frances Bueres's Prudential Securities Experience January 1996 - May 2001
Job Financial advisor en Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. January 2012 - Present
Kristi house January 2006 - December 2006
Prudential Securities January 1996 - May 2001
Skills
Series 7, Wealth Management, Investments, Securities, Fixed Income, Asset Management, Banking, Private Equity, Insurance, Mergers & Acquisitions, Business Strategy, Retirement Planning, Microsoft Excel, Business Development, Series 63, Real Estate, Mutual Funds, Asset Allocation, Investment Advisory, New Business Development
Education
Carlos Albizu University - Miami Campus 2004 — 2006
Master's degree, Psychology
Florida International University 1990 — 1993
Bachelor's degree, Marketing and finance
Oppenheimer & Co. January 2012 - Present
Kristi house January 2006 - December 2006
Prudential Securities January 1996 - May 2001
Skills
Series 7, Wealth Management, Investments, Securities, Fixed Income, Asset Management, Banking, Private Equity, Insurance, Mergers & Acquisitions, Business Strategy, Retirement Planning, Microsoft Excel, Business Development, Series 63, Real Estate, Mutual Funds, Asset Allocation, Investment Advisory, New Business Development
Education
Carlos Albizu University - Miami Campus 2004 — 2006
Master's degree, Psychology
Florida International University 1990 — 1993
Bachelor's degree, Marketing and finance
Sandy Baker Sandy Baker's Prudential Securities Experience 1986 - 1990
Job Registered Branch Operations Manager at Private
Industry Financial Services
Experience
Private July 2014 - Present
Morgan Stanley Smith Barney December 2005 - January 2012
Merrill Lynch June 2000 - October 2004
Southwestern Psychiatric Services/Adapt Behavioral Healthcare July 1994 - August 1996
AVSCO July 1989 - November 1993
Prudential Securities 1986 - 1990
ContiCommodity 1980 - 1984
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Sales, Insurance, Financial Analysis, Series 63, FINRA, Customer Service, Operations Management, Trading, Outlook, Microsoft Excel, 401k Rollovers, ETFs, Data Entry, Stock Trading, Variable Annuities, Due Diligence, Microsoft Word, Credentialing, Medical Billing, Insurance Verification, Travel Management, Enhanced Due Diligence, Inventory Control, Expense Reports, Cost Basis, Market Research, Phone Etiquette, Self-starter, Self-driven, Self-confidence, Force Protection, Bloomberg, Typing, Collections, Compliance, Project Coordination, Document Review, Data Profiling, Appointment Scheduling, Uniform Combined State..., Life Settlements
Education
Brookhaven Community College 1983 — 1984
Anatomy Physiology
Richland, Eastfield and Brookhaven college 1979 — 1980
Basics
Eastfield College
Typing 70-80 WPM
Private July 2014 - Present
Morgan Stanley Smith Barney December 2005 - January 2012
Merrill Lynch June 2000 - October 2004
Southwestern Psychiatric Services/Adapt Behavioral Healthcare July 1994 - August 1996
AVSCO July 1989 - November 1993
Prudential Securities 1986 - 1990
ContiCommodity 1980 - 1984
Skills
Investments, Mutual Funds, Series 7, Fixed Annuities, Sales, Insurance, Financial Analysis, Series 63, FINRA, Customer Service, Operations Management, Trading, Outlook, Microsoft Excel, 401k Rollovers, ETFs, Data Entry, Stock Trading, Variable Annuities, Due Diligence, Microsoft Word, Credentialing, Medical Billing, Insurance Verification, Travel Management, Enhanced Due Diligence, Inventory Control, Expense Reports, Cost Basis, Market Research, Phone Etiquette, Self-starter, Self-driven, Self-confidence, Force Protection, Bloomberg, Typing, Collections, Compliance, Project Coordination, Document Review, Data Profiling, Appointment Scheduling, Uniform Combined State..., Life Settlements
Education
Brookhaven Community College 1983 — 1984
Anatomy Physiology
Richland, Eastfield and Brookhaven college 1979 — 1980
Basics
Eastfield College
Typing 70-80 WPM
Charles Olson Charles Olson's Prudential Securities Experience December 1994 - November 1996
Job Founding Member at Keller Williams Realty Empire Brooklyn
Industry Real Estate
Experience
Keller Williams Realty Empire March 2012 - Present
Fillmore Real Estate March 2011 - February 2012
Hahn & Hessen LLP June 2009 - November 2010
Prudential Douglas Elliman May 2005 - May 2009
The Corcoran Group April 2000 - April 2005
RubinBaum LLP December 1996 - April 2000
Prudential Securities December 1994 - November 1996
LeBoeuf, Lamb, Greene & MacRae 1987 - 1994
Dewey & LeBoeuf LLP 1987 - 1994
Skills
Real Estate, Strategy, CRM, Management, Project Management, Investment Properties, Leadership, Program Management, Team Building, Marketing, Residential Homes, Business Development, Real Estate Transactions, Sellers, Integration, Budgets, Negotiation, Web Design, Selling, Relocation, Contract Negotiation, Investments, Networking, Business Strategy, Buyer Broker, Rental Real Estate, Telecommunications, Seller's, Commercial Real Estate, Security, Investors, Property, Strategic Planning, Training, Project Planning, Property Management, Operational Excellence, Buyer's Agent, Recruiting, Analysis, Sales Operations, Start-ups, Executive Management, Real Estate Development, New Business Development, Business Process..., Team Leadership, Sales
Education
New York University - Polytechnic School of Engineering 1988 — 1990
Master of Science, Information Systems and Telecommunications Management
City University of New York-Brooklyn College 1982 — 1987
Bachelor of Science (BS), Computer Science
Keller Williams Realty Empire March 2012 - Present
Fillmore Real Estate March 2011 - February 2012
Hahn & Hessen LLP June 2009 - November 2010
Prudential Douglas Elliman May 2005 - May 2009
The Corcoran Group April 2000 - April 2005
RubinBaum LLP December 1996 - April 2000
Prudential Securities December 1994 - November 1996
LeBoeuf, Lamb, Greene & MacRae 1987 - 1994
Dewey & LeBoeuf LLP 1987 - 1994
Skills
Real Estate, Strategy, CRM, Management, Project Management, Investment Properties, Leadership, Program Management, Team Building, Marketing, Residential Homes, Business Development, Real Estate Transactions, Sellers, Integration, Budgets, Negotiation, Web Design, Selling, Relocation, Contract Negotiation, Investments, Networking, Business Strategy, Buyer Broker, Rental Real Estate, Telecommunications, Seller's, Commercial Real Estate, Security, Investors, Property, Strategic Planning, Training, Project Planning, Property Management, Operational Excellence, Buyer's Agent, Recruiting, Analysis, Sales Operations, Start-ups, Executive Management, Real Estate Development, New Business Development, Business Process..., Team Leadership, Sales
Education
New York University - Polytechnic School of Engineering 1988 — 1990
Master of Science, Information Systems and Telecommunications Management
City University of New York-Brooklyn College 1982 — 1987
Bachelor of Science (BS), Computer Science
Heather Mercier's Prudential Securities Experience June 2001 - June 2002
Job SVP Finance & Talent at Experticity
Industry Internet
Experience
Experticity March 2013 - Present
TruClinic January 2013 - Present
RMWC April 2012 - September 2013
Peterson Partners April 2012 - January 2013
RMWC June 2009 - April 2012
Habitat for Humanity of the Greater Teton Area 2011 - 2012
TA Associates February 2005 - February 2008
CDG Group July 2002 - February 2005
Prudential Securities June 2001 - June 2002
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers, Venture Capital, Equity Research, Corporate Development, Mergers & Acquisitions, M&A experience, Start-ups, Entrepreneurship, Restructuring, Investments, Business Development
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
City University (GB) 1999 — 2000
Experticity March 2013 - Present
TruClinic January 2013 - Present
RMWC April 2012 - September 2013
Peterson Partners April 2012 - January 2013
RMWC June 2009 - April 2012
Habitat for Humanity of the Greater Teton Area 2011 - 2012
TA Associates February 2005 - February 2008
CDG Group July 2002 - February 2005
Prudential Securities June 2001 - June 2002
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers, Venture Capital, Equity Research, Corporate Development, Mergers & Acquisitions, M&A experience, Start-ups, Entrepreneurship, Restructuring, Investments, Business Development
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
City University (GB) 1999 — 2000
Danae Thomas Danae Thomas's Prudential Securities Experience April 1996 - April 1998
Job Social Media Marketing, Speaking Engagement Booking, Calendar Management
Industry Marketing and Advertising
Experience
Linked Media Solutions January 2012 - Present
Diverse Financial July 2011 - October 2011
Global Green Forex March 2009 - June 2011
UBS Wealth Management September 2004 - March 2009
Merrill Lynch April 1998 - September 2004
Prudential Securities April 1996 - April 1998
Oppenheimer & Co. 1991 - 1996
Financial Management Advisors August 1987 - November 1991
Skills
Strategic Financial..., Investments, Wealth Management, Venture Capital, Capital Markets, Bonds, Investor Relations, Due Diligence, Loans, High Net Worth..., Private Banking, Emerging Markets, Strategic Planning, Options, Financial Management..., Financial Advisory, Marketing Communications, Business Development, B2B Marketing, Public Speaking, Social Media, Strategy, Strategic Partnerships, Sales, Selling, Marketing, Executive Management, New Business Development, Entrepreneurship, Start-ups, CRM, Lead Generation, Team Building, Business Planning, Financial Planning
Education
California State University-Chico 1984 — 1987
English
Linked Media Solutions January 2012 - Present
Diverse Financial July 2011 - October 2011
Global Green Forex March 2009 - June 2011
UBS Wealth Management September 2004 - March 2009
Merrill Lynch April 1998 - September 2004
Prudential Securities April 1996 - April 1998
Oppenheimer & Co. 1991 - 1996
Financial Management Advisors August 1987 - November 1991
Skills
Strategic Financial..., Investments, Wealth Management, Venture Capital, Capital Markets, Bonds, Investor Relations, Due Diligence, Loans, High Net Worth..., Private Banking, Emerging Markets, Strategic Planning, Options, Financial Management..., Financial Advisory, Marketing Communications, Business Development, B2B Marketing, Public Speaking, Social Media, Strategy, Strategic Partnerships, Sales, Selling, Marketing, Executive Management, New Business Development, Entrepreneurship, Start-ups, CRM, Lead Generation, Team Building, Business Planning, Financial Planning
Education
California State University-Chico 1984 — 1987
English
Chris Schilling Chris Schilling's Prudential Securities Experience May 2001 - March 2003
Job President/CEO at Minerva Real Estate
Industry Real Estate
Experience
Minerva Real Estate August 2009 - Present
Metro Solutions March 2004 - July 2009
Prudential Securities May 2001 - March 2003
Education
California State University-Long Beach 1991 — 1997
Bachelor of Business Administration (BBA), Finance & Marketing
Minerva Real Estate August 2009 - Present
Metro Solutions March 2004 - July 2009
Prudential Securities May 2001 - March 2003
Education
California State University-Long Beach 1991 — 1997
Bachelor of Business Administration (BBA), Finance & Marketing
Brendon Savage Brendon Savage's Prudential Securities Experience January 1996 - May 1997
Job Commodities Trader
Industry Financial Services
Experience
Savage Trading December 1998 - Present
Prime International Trading May 1997 - December 1998
Prudential Securities January 1996 - May 1997
Skills
Trading Systems, Options, Bloomberg, Financial Markets, Trading, Proprietary Trading, Equities, Derivatives, Electronic Trading, Hedging, Commodity, Commodity Markets, FX Options, Technical Analysis, Hedge Funds, Currency, Arbitrage, Trading Strategies, Volatility
Education
Clark University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Fordham University 1990 — 1994
Bachelor of Arts (BA), Economics
Worcester Academy 1989 — 1990
St. John's High School 1985 — 1989
Sullivan Middle
Sullivan Middle
Savage Trading December 1998 - Present
Prime International Trading May 1997 - December 1998
Prudential Securities January 1996 - May 1997
Skills
Trading Systems, Options, Bloomberg, Financial Markets, Trading, Proprietary Trading, Equities, Derivatives, Electronic Trading, Hedging, Commodity, Commodity Markets, FX Options, Technical Analysis, Hedge Funds, Currency, Arbitrage, Trading Strategies, Volatility
Education
Clark University 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Fordham University 1990 — 1994
Bachelor of Arts (BA), Economics
Worcester Academy 1989 — 1990
St. John's High School 1985 — 1989
Sullivan Middle
Sullivan Middle
Mark S. Buckman, AIF Mark S. Buckman, AIF's Prudential Securities Experience 1991 - 1994
Job CoFounder, Family Investment Management L.P. *Distinctly Personalized Approach * Innovative Investment Ideas*
Industry Financial Services
Experience
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Family Investment Management L.P. September 2003 - Present
PaineWebber 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1994 - 1998
Prudential Securities 1991 - 1994
Skills
Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Portfolio Management, Income Strategies, Mutual Funds, Life Insurance, 401k Rollovers, 529 Plans, Global Tactical Asset..., Objectivity, Due Diligence
Education
Fi360 2011 — 2011
California State University-Chico 1981 — 1985
Bachelor of Science, Business
Lisa Totta's Prudential Securities Experience January 1998 - January 2000
Job Client Relationship Coordinator
Industry Legal Services
Experience
The Andersen Firm PA December 2014 - Present
Farmers Insurance Group of Companies November 2012 - November 2014
Morgan Stanley Smith Barney February 2000 - July 2012
PRUDENTIAL SECURITIES January 1998 - January 2000
THE ADVOCATE GROUP LAW OFFICES, FT. LAUDERDALE January 1990 - January 1998
Skills
Series 7 and 63
Education
Broward College 2013 — 2015
Associate of Arts (AA), Legal Assistant/Paralegal
The Andersen Firm PA December 2014 - Present
Farmers Insurance Group of Companies November 2012 - November 2014
Morgan Stanley Smith Barney February 2000 - July 2012
PRUDENTIAL SECURITIES January 1998 - January 2000
THE ADVOCATE GROUP LAW OFFICES, FT. LAUDERDALE January 1990 - January 1998
Skills
Series 7 and 63
Education
Broward College 2013 — 2015
Associate of Arts (AA), Legal Assistant/Paralegal
Erica Stines Erica Stines's Prudential Securities Experience March 1997 - July 2001
Job Attendance Secretary at Alexander Graham Middle School
Industry Primary/Secondary Education
Experience
Charlotte-Mecklenburg Schools February 2015 - Present
The Flying Biscuit Cafe March 2010 - February 2015
Prudential Securities March 1997 - July 2001
Bath and Body Works February 1996 - January 1997
Skills
Visual Arts, Customer Service, Spanish, Microsoft Word, Microsoft Excel, Food & Beverage, Fundraisers, Strategic Planning, Social Media, Retail, Sales Management, Time Management, FMCG, Hospitality, PowerPoint, Marketing Strategy, Microsoft Office, Sales, Food
Education
California State University-Long Beach 1987 — 1992
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Charlotte-Mecklenburg Schools February 2015 - Present
The Flying Biscuit Cafe March 2010 - February 2015
Prudential Securities March 1997 - July 2001
Bath and Body Works February 1996 - January 1997
Skills
Visual Arts, Customer Service, Spanish, Microsoft Word, Microsoft Excel, Food & Beverage, Fundraisers, Strategic Planning, Social Media, Retail, Sales Management, Time Management, FMCG, Hospitality, PowerPoint, Marketing Strategy, Microsoft Office, Sales, Food
Education
California State University-Long Beach 1987 — 1992
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Mick McLaughlin Mick McLaughlin's Prudential Securities Experience January 2000 - June 2001
Job Managing Director Head of ETF Distribution, Americas
Industry Financial Services
Experience
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
Deutsche Bank January 2013 - Present
Russell Investments April 2011 - November 2012
BlackRock September 2009 - March 2011
Barclays Global Investors March 2007 - September 2009
Barclays Global Investors June 2003 - March 2007
Barclays Global Investors July 2001 - July 2003
Prudential Securities January 2000 - June 2001
Skills
ETFs, Investments, Asset, Investment Strategies, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Trading, Sales Management, Investment Management, Investment Advisory, Alternative Investments, Asset Managment, Financial Services, Financial Advisory, Morningstar, Financial Modeling, Equities, Fixed Income, Hedge Funds
Education
California State University-Sacramento 1989 — 1993
BA, Government; Minor- Business Administration
Walter Adam Walter Adam's Prudential Securities Experience January 1994 - January 1995
Job Senior Manager at Ernst & Young
Industry Capital Markets
Experience
Ernst & Young January 2010 - Present
Independent Contractor February 2009 - January 2010
Accenture September 2005 - January 2009
Accenture September 2003 - September 2005
Accenture September 1999 - September 2003
AIG January 1995 - August 1998
Prudential Securities January 1994 - January 1995
Skills
Capital Markets, Risk, Risk Management, Management Consulting, Business Transformation, Financial Services, Acquisition Integration, Business Process..., Business Process..., Business Analysis, Governance, Vendor Management, Securities Litigation, Operating Models, SDLC, Change Management, Requirements Gathering, Financial Risk, Strategy, Investment Banking, PMO, Consulting, Enterprise Risk..., Wealth Management, Business Process, Banking, Operational Risk, Business Strategy, Performance Improvement, Executive Management, Operational Risk..., Basel II, Process Improvement, Business Requirements, Financial Modeling, Asset Management, Corporate Finance, Due Diligence, IT Strategy, Insurance, Portfolio Management, Private Equity, Valuation, Derivatives, Market Risk
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Management
Brooklyn Law School 1989 — 1992
J.D., Law
New York University - Leonard N. Stern School of Business 1984 — 1989
Bachelor of Science (B.S.), Finance and International Business
The Loyola School 1980 — 1984
High School Diploma
Ernst & Young January 2010 - Present
Independent Contractor February 2009 - January 2010
Accenture September 2005 - January 2009
Accenture September 2003 - September 2005
Accenture September 1999 - September 2003
AIG January 1995 - August 1998
Prudential Securities January 1994 - January 1995
Skills
Capital Markets, Risk, Risk Management, Management Consulting, Business Transformation, Financial Services, Acquisition Integration, Business Process..., Business Process..., Business Analysis, Governance, Vendor Management, Securities Litigation, Operating Models, SDLC, Change Management, Requirements Gathering, Financial Risk, Strategy, Investment Banking, PMO, Consulting, Enterprise Risk..., Wealth Management, Business Process, Banking, Operational Risk, Business Strategy, Performance Improvement, Executive Management, Operational Risk..., Basel II, Process Improvement, Business Requirements, Financial Modeling, Asset Management, Corporate Finance, Due Diligence, IT Strategy, Insurance, Portfolio Management, Private Equity, Valuation, Derivatives, Market Risk
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Management
Brooklyn Law School 1989 — 1992
J.D., Law
New York University - Leonard N. Stern School of Business 1984 — 1989
Bachelor of Science (B.S.), Finance and International Business
The Loyola School 1980 — 1984
High School Diploma
Brian Young / Fuller Modular Homes Brian Young / Fuller Modular Homes's Prudential Securities Experience February 1988 - December 1994
Job Modular Building and Superior Wall Foundation Distributor and General Contractor.
Industry Construction
Experience
Fuller Modular Homes and Offices January 2002 - Present
US Filter January 1995 - June 1999
Prudential Securities February 1988 - December 1994
Skills
Modular Home Building, Project Management, Lean Construction, Energy Star, Green Building, Sustainable Architecture, Budget Forecasts, Contract Negotiation, Construction, Engineering and Design, New Business Development, Business Planning, Entrepreneurship, Modular, Homebuilding, Residential Homes, Engineering, Builders, Real Estate, Contract Management, Real Estate Development, Process Scheduler, Renovation, Custom Homes, Mixed-use, Value Engineering, Pre-construction, Design-Build, Building Materials, Project Bidding, Subcontracting, LEED, Framing, Construction Management, Project Estimation, Change Orders, Roofers, Submittals, Constructability, Negotiation, Budgets, Strategic Planning, Sales Management, Team Building, Management, Sales, Project Planning, Customer Service, Contractors
Education
Central Connecticut State University 1986 — 1990
Bachelor's Degree, Finance, A
Suffield High School 1981 — 1985
High School Diploma, College Preparatory
Fuller Modular Homes and Offices January 2002 - Present
US Filter January 1995 - June 1999
Prudential Securities February 1988 - December 1994
Skills
Modular Home Building, Project Management, Lean Construction, Energy Star, Green Building, Sustainable Architecture, Budget Forecasts, Contract Negotiation, Construction, Engineering and Design, New Business Development, Business Planning, Entrepreneurship, Modular, Homebuilding, Residential Homes, Engineering, Builders, Real Estate, Contract Management, Real Estate Development, Process Scheduler, Renovation, Custom Homes, Mixed-use, Value Engineering, Pre-construction, Design-Build, Building Materials, Project Bidding, Subcontracting, LEED, Framing, Construction Management, Project Estimation, Change Orders, Roofers, Submittals, Constructability, Negotiation, Budgets, Strategic Planning, Sales Management, Team Building, Management, Sales, Project Planning, Customer Service, Contractors
Education
Central Connecticut State University 1986 — 1990
Bachelor's Degree, Finance, A
Suffield High School 1981 — 1985
High School Diploma, College Preparatory
Randy Beckman Randy Beckman's Prudential Securities Experience 1989 - 1995
Job Consultant/Expert Witness
Industry Financial Services
Experience
Lifestyle Design - Financial December 2009 - Present
Cornerstone Real Estate Funds May 2010 - May 2011
Grubb & Ellis Securities, Inc. April 2006 - December 2009
Mammoth Equities March 2005 - April 2006
A. G. Edwards & Sons, Inc. 1995 - 2005
Prudential Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
Bachelor of Science, Finance - Investments
Los Alamitos High School 1979 — 1981
Lifestyle Design - Financial December 2009 - Present
Cornerstone Real Estate Funds May 2010 - May 2011
Grubb & Ellis Securities, Inc. April 2006 - December 2009
Mammoth Equities March 2005 - April 2006
A. G. Edwards & Sons, Inc. 1995 - 2005
Prudential Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
Bachelor of Science, Finance - Investments
Los Alamitos High School 1979 — 1981
Jereme Conti's Prudential Securities Experience April 1999 - July 2003
Job Executive Director, Investment Advisory and Wealth Planning Technology at UBS Wealth Management Americas
Industry Information Technology and Services
Experience
UBS Wealth Management Americas April 2007 - Present
Prudential Investments July 2003 - April 2007
Prudential Securities April 1999 - July 2003
Skills
SDLC, PMP, Program Management, Integration, Business Analysis, Business Requirements, Software Development, Strategy, Project Portfolio..., Financial Services, Software Project..., Requirements Analysis, Project Management, PMO, Quality Assurance, IT Strategy, Management, Certified Project..., Application Development, Wealth Management, IT Management, Project Delivery, Requirements Gathering, Offshoring, Trading Systems, Project Planning, Team Leadership, SOA, Leadership, Investments, Enterprise Architecture, Agile Methodologies, Asset Allocation, Portfolio Management, Vendor Management, Risk Management
Education
Caldwell University 1995 — 1999
Bachelor of Science, Computer Science
UBS Wealth Management Americas April 2007 - Present
Prudential Investments July 2003 - April 2007
Prudential Securities April 1999 - July 2003
Skills
SDLC, PMP, Program Management, Integration, Business Analysis, Business Requirements, Software Development, Strategy, Project Portfolio..., Financial Services, Software Project..., Requirements Analysis, Project Management, PMO, Quality Assurance, IT Strategy, Management, Certified Project..., Application Development, Wealth Management, IT Management, Project Delivery, Requirements Gathering, Offshoring, Trading Systems, Project Planning, Team Leadership, SOA, Leadership, Investments, Enterprise Architecture, Agile Methodologies, Asset Allocation, Portfolio Management, Vendor Management, Risk Management
Education
Caldwell University 1995 — 1999
Bachelor of Science, Computer Science
Brian H. Singer Brian H. Singer's Prudential Securities Experience 1993 - 1995
Job Finance Director
Industry Financial Services
Experience
. 2008 - Present
Cain Brothers 1999 - 2008
UBS 1997 - 1999
Dillon Read 1995 - 1997
Prudential Securities 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Restructuring, Business Strategy, Divestitures, Financial Analysis, Investment Banking, Business Valuation, Public Finance, Private Equity, Capital Markets
Education
Bryant University 1986 — 1990
BSBA, Accounting
. 2008 - Present
Cain Brothers 1999 - 2008
UBS 1997 - 1999
Dillon Read 1995 - 1997
Prudential Securities 1993 - 1995
Coopers & Lybrand 1990 - 1993
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Restructuring, Business Strategy, Divestitures, Financial Analysis, Investment Banking, Business Valuation, Public Finance, Private Equity, Capital Markets
Education
Bryant University 1986 — 1990
BSBA, Accounting
Ayesha (Harden) Shearn Ayesha (Harden) Shearn's Prudential Securities Experience 1999 - 1999
Job Diversity Coordinator at CNN
Industry Broadcast Media
Experience
Turner Broadcasting June 2012 - Present
NICE Systems September 2004 - May 2009
M2 Communications January 2002 - September 2004
Prudential Securities 1999 - 1999
Skills
Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Oracle Reports, Salesforce.com, QuickBooks, Microsoft Office Xp, Internet Explorer, Sales Operations, Trade Shows, Event Planning, Business Travel
Education
BCA
Caldwell College
Bachelor of Science (B.S.), Biology, General
New Jersey City University
Bachelor of Science (B.S.), Biology, General
St. Mary High
Turner Broadcasting June 2012 - Present
NICE Systems September 2004 - May 2009
M2 Communications January 2002 - September 2004
Prudential Securities 1999 - 1999
Skills
Microsoft Excel, Microsoft Word, Oracle E-Business Suite, Oracle Reports, Salesforce.com, QuickBooks, Microsoft Office Xp, Internet Explorer, Sales Operations, Trade Shows, Event Planning, Business Travel
Education
BCA
Caldwell College
Bachelor of Science (B.S.), Biology, General
New Jersey City University
Bachelor of Science (B.S.), Biology, General
St. Mary High
Gary Weiner Gary Weiner's Prudential Securities Experience January 2001 - June 2006
Job Owner at FindMeLocal a SocialLocalMobile Internet Marketing Company
Industry Online Media
Experience
Find-Me-Local.com July 2013 - Present
SuperMedia LLC January 2009 - January 2012
AT&T Advertising Solutions February 2006 - January 2009
Prudential Securities January 2001 - June 2006
TOPS Computer Company, Inc April 1987 - January 2001
Skills
Social Media, Email Marketing, Media Buying, Online Advertising, Search ENgine..., Direct Mail, Print Advertizing, SEO, SEM, PPC, Web Analytics, Social Media Marketing, Conversion Optimization, Advertising, E-commerce, Organic Search, Online Marketing, Digital Marketing, Web Marketing, Digital Media, Direct Marketing, Marketing Strategy, Sales, Lead Generation, Mobile Marketing, Brand Development, B2B, Google Analytics, Creative Direction, Google Adwords, Facebook, New Business Development, Website Development, Salesforce.com, Entrepreneurship, Media Planning, Digital Strategy, Social Networking, Marketing, Leadership, Business Development, Blogging, CRM, Online Reputation..., Advertising Sales, Small Business, SMO, Public Relations, Cold Calling, Corporate Communications
Education
Pepperdine School of Law 1980 — 1981
General Law, Law
Clark University 1976 — 1980
BA, Philosophy, Psychology, 3.6 GPA
Find-Me-Local.com July 2013 - Present
SuperMedia LLC January 2009 - January 2012
AT&T Advertising Solutions February 2006 - January 2009
Prudential Securities January 2001 - June 2006
TOPS Computer Company, Inc April 1987 - January 2001
Skills
Social Media, Email Marketing, Media Buying, Online Advertising, Search ENgine..., Direct Mail, Print Advertizing, SEO, SEM, PPC, Web Analytics, Social Media Marketing, Conversion Optimization, Advertising, E-commerce, Organic Search, Online Marketing, Digital Marketing, Web Marketing, Digital Media, Direct Marketing, Marketing Strategy, Sales, Lead Generation, Mobile Marketing, Brand Development, B2B, Google Analytics, Creative Direction, Google Adwords, Facebook, New Business Development, Website Development, Salesforce.com, Entrepreneurship, Media Planning, Digital Strategy, Social Networking, Marketing, Leadership, Business Development, Blogging, CRM, Online Reputation..., Advertising Sales, Small Business, SMO, Public Relations, Cold Calling, Corporate Communications
Education
Pepperdine School of Law 1980 — 1981
General Law, Law
Clark University 1976 — 1980
BA, Philosophy, Psychology, 3.6 GPA
Jeff Thiesen Jeff Thiesen's Prudential Securities Experience March 1993 - January 2000
Job LPL Registered Representative at LPL Financial
Industry Financial Services
Experience
Thiesen Dueker Financial Consulting Group August 2003 - Present
LPL Financial August 2003 - Present
US Bancorp Piper Jaffray January 2000 - August 2003
Prudential Securities March 1993 - January 2000
Skills
Helping People, Coaching Kids, Working with Charitable..., Serving the Community, Running a Successful..., Financial Planning
Education
California State University-Fresno 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clovis High School 1984 — 1988
Thiesen Dueker Financial Consulting Group August 2003 - Present
LPL Financial August 2003 - Present
US Bancorp Piper Jaffray January 2000 - August 2003
Prudential Securities March 1993 - January 2000
Skills
Helping People, Coaching Kids, Working with Charitable..., Serving the Community, Running a Successful..., Financial Planning
Education
California State University-Fresno 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clovis High School 1984 — 1988
Scott C Slavens Scott C Slavens's Prudential Securities Experience 1987 - 1990
Job Enterprise Data Governance Program Manager at MetLife
Industry Information Technology and Services
Experience
MetLife May 2015 - Present
Annalect July 2012 - May 2015
KPMG July 2010 - May 2012
The Database Infrastructure Group January 2000 - July 2010
Independent Contractor 1991 - 2000
Prudential Securities 1987 - 1990
Skills
Data Governance, Data Quality, Master Data Management, Metadata Management, HIPAA, Data Integration, Risk Management, ITIL Service Strategy..., Data Architecture, IT Strategy, Oracle, Database Design, Business Intelligence, Database Management, SQL Server
Education
City University of New York
BA
MetLife May 2015 - Present
Annalect July 2012 - May 2015
KPMG July 2010 - May 2012
The Database Infrastructure Group January 2000 - July 2010
Independent Contractor 1991 - 2000
Prudential Securities 1987 - 1990
Skills
Data Governance, Data Quality, Master Data Management, Metadata Management, HIPAA, Data Integration, Risk Management, ITIL Service Strategy..., Data Architecture, IT Strategy, Oracle, Database Design, Business Intelligence, Database Management, SQL Server
Education
City University of New York
BA
Joanna Aiken's Prudential Securities Experience April 1994 - December 1995
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Edward Jones August 2014 - Present
Citi May 2001 - August 2013
UBS January 1996 - May 2001
Prudential Securities April 1994 - December 1995
Skills
Series 7, Series 55,..., REIT Trading, Equity Trading, Preferred Stock Trading, Master Limited..., Electronic Trading, Spread Trading, Distribution of Timely..., Client Relations Skills, Client Service Oriented, Dependable Team Player, Collaborative Problem..., Strategic Communications, Pitching Ideas, Series 7, Due Diligence, Market Analysis, Financial Analysis, Analysis of property, Short Sales, Daily Summary, Series 63, Investments, Equities, Finance, Asset Management, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor of Arts (BA), History
Robert Sukharev Robert Sukharev's Prudential Securities Experience March 2000 - June 2003
Job Application Development Manager, Project Manager, Digital Enablement Strategist
Industry Financial Services
Experience
AIG 2014 - Present
Prudential Financial June 2003 - August 2013
Prudential Securities March 2000 - June 2003
Citi - Salomon Smith Barney October 1985 - March 2000
Skills
Financial Services, Vendor Management, Business Analysis, SDLC, Series 7, Risk Management, IT Strategy, CRM, Strategy, Securities, Testing, Cross-functional Team..., PMO, E-commerce, Management, Project Portfolio..., Business Requirements, Mobile Devices, Enterprise Software, Leadership, Software Development, Salesforce.com, Digital Marketing, Team Management, Analysis, Web Applications, Email Marketing, Digital Strategy, Web Analytics, Project Management, Google Analytics, Entrepreneurship, Analytics
Education
City University of New York
Data Processing and Computer Prgramming
AIG 2014 - Present
Prudential Financial June 2003 - August 2013
Prudential Securities March 2000 - June 2003
Citi - Salomon Smith Barney October 1985 - March 2000
Skills
Financial Services, Vendor Management, Business Analysis, SDLC, Series 7, Risk Management, IT Strategy, CRM, Strategy, Securities, Testing, Cross-functional Team..., PMO, E-commerce, Management, Project Portfolio..., Business Requirements, Mobile Devices, Enterprise Software, Leadership, Software Development, Salesforce.com, Digital Marketing, Team Management, Analysis, Web Applications, Email Marketing, Digital Strategy, Web Analytics, Project Management, Google Analytics, Entrepreneurship, Analytics
Education
City University of New York
Data Processing and Computer Prgramming
Rhonda Frankhouser's Prudential Securities Experience September 1984 - September 1994
Job Volunteer Coordinator
Industry Hospital & Health Care
Experience
Optimal Health Services March 2004 - Present
Freelance Writer September 1990 - Present
Prudential Securities September 1984 - September 1994
Skills
Healthcare, Marketing, Team Building, Social Media, Healthcare Management, Fundraising, Recruiting, Public Speaking, Newsletters, Program Development, Community Outreach, Event Planning, Customer Service, Teaching, Nonprofits, Leadership
Education
California State University-Bakersfield 1995 — 1999
BA, Philosophy, Pre-Law, French
Optimal Health Services March 2004 - Present
Freelance Writer September 1990 - Present
Prudential Securities September 1984 - September 1994
Skills
Healthcare, Marketing, Team Building, Social Media, Healthcare Management, Fundraising, Recruiting, Public Speaking, Newsletters, Program Development, Community Outreach, Event Planning, Customer Service, Teaching, Nonprofits, Leadership
Education
California State University-Bakersfield 1995 — 1999
BA, Philosophy, Pre-Law, French
Angela Dallesandro's Prudential Securities Experience April 1999 - December 2003
Job Client Service Associate at UBS Financial Services
Industry Executive Office
Experience
UBS Financial Services July 2011 - Present
Century 21 Smith Realty Group June 2006 - August 2007
Davis R. Chant Realtors August 2004 - March 2006
Prudential Securities April 1999 - December 2003
Education
City University of New York-College of Staten Island 1993 — 1997
AAS, Applied Science
UBS Financial Services July 2011 - Present
Century 21 Smith Realty Group June 2006 - August 2007
Davis R. Chant Realtors August 2004 - March 2006
Prudential Securities April 1999 - December 2003
Education
City University of New York-College of Staten Island 1993 — 1997
AAS, Applied Science
Craig W. Hohl Craig W. Hohl's Prudential Securities Experience 1995 - 2002
Job IT and Digital Technology Leader
Industry Financial Services
Experience
Chubb Insurance 2013 - Present
Prudential Financial 2010 - 2013
Prudential Financial 2002 - 2010
Prudential Securities 1995 - 2002
CBS, Inc. 1992 - 1995
Shawmut National Corp. 1987 - 1992
Skills
Software Development, Enterprise Software, Web Development, Vignette, Web Applications, Unix, Web Content Management, System Administration, Software Project..., SDLC, IT Management, IT Strategy, Vendor Management, Integration, Agile Methodologies, Enterprise Architecture, SQL, Digital Strategy, Mobile Devices, Strategy, Leadership, Management, Analytics, Email Marketing, Requirements Analysis, PMO, Requirements Gathering, Executive Management, Business Intelligence
Education
Clarkson University 1983 — 1987
BS, Mathematics & Computer Science
Chubb Insurance 2013 - Present
Prudential Financial 2010 - 2013
Prudential Financial 2002 - 2010
Prudential Securities 1995 - 2002
CBS, Inc. 1992 - 1995
Shawmut National Corp. 1987 - 1992
Skills
Software Development, Enterprise Software, Web Development, Vignette, Web Applications, Unix, Web Content Management, System Administration, Software Project..., SDLC, IT Management, IT Strategy, Vendor Management, Integration, Agile Methodologies, Enterprise Architecture, SQL, Digital Strategy, Mobile Devices, Strategy, Leadership, Management, Analytics, Email Marketing, Requirements Analysis, PMO, Requirements Gathering, Executive Management, Business Intelligence
Education
Clarkson University 1983 — 1987
BS, Mathematics & Computer Science
Thomas Duffin's Prudential Securities Experience October 1994 - September 1998
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Val Leykin Val Leykin's Prudential Securities Experience July 1986 - November 1994
Job Sr. BA at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Gregory Yakubov Gregory Yakubov's Prudential Securities Experience July 1999 - June 2000
Job Managing Director at Broad River Asset Management L.P
Industry Real Estate
Experience
BroadRiver Asset Management L.P. June 2011 - Present
Yakubov & Associates Inc November 2002 - December 2009
Citigroup / Salomon Smith Barney July 2000 - December 2001
Prudential Securities July 1999 - June 2000
Clockwise Realty June 1996 - July 1999
Skills
Investments, Real Estate Economics, Investor Relations, Investment Properties, Negotiation, Real Estate, Asset Managment, Acquisitions
Education
New York University 2009 — 2010
Master Degree, Real Estate Finance & Investment
Hunter College 1994 — 1997
B.A., Psychology
BroadRiver Asset Management L.P. June 2011 - Present
Yakubov & Associates Inc November 2002 - December 2009
Citigroup / Salomon Smith Barney July 2000 - December 2001
Prudential Securities July 1999 - June 2000
Clockwise Realty June 1996 - July 1999
Skills
Investments, Real Estate Economics, Investor Relations, Investment Properties, Negotiation, Real Estate, Asset Managment, Acquisitions
Education
New York University 2009 — 2010
Master Degree, Real Estate Finance & Investment
Hunter College 1994 — 1997
B.A., Psychology
Cherrie Cheri Mahon, MBA Cherrie Cheri Mahon, MBA's Prudential Securities Experience 1998 - 1999
Job Marketing | Communications | Author | Consultant
Industry Marketing and Advertising
Experience
Ablaze Consulting April 2013 - Present
Rochester Institute of Technology January 2013 - Present
Arista Power, Inc December 2008 - March 2013
McGraw Hill 2001 - 2012
Document Security Systems, Inc. 2003 - 2007
Superstocks 1999 - 2004
Prudential Securities 1998 - 1999
Skills
Strategic Communications, Investor Relations, Media Relations, Corporate Communications, SEC filings, Newsletters, Press Releases, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Problem Solving, Social Media Marketing, Organizational..., Organizational..., Business Strategy, Digital Marketing, Teaching, Public Speaking, Public Relations, Microsoft Office, SEO, SEM, Market Research, Digital Strategy, Web Analytics, Brand Development, Networking, New Product..., New Media Strategy, New Media Marketing, Strategic Consulting, Management Consulting, Corporate Branding, Branding Initiatives, Collaborative Leadership, Crisis Communications, MBA, Adobe Creative Suite, Microsoft Publisher, Series 7, Series 63, Strategy, Start-ups, Entrepreneurship, Social Media, Leadership, Content Development, Brand Management
Education
Case Western Reserve University 2015 — 2018
DM/PhD, Management/Marketing
Rochester Institute of Technology
MBA, Business
State University of New York College at Brockport
BS
Ablaze Consulting April 2013 - Present
Rochester Institute of Technology January 2013 - Present
Arista Power, Inc December 2008 - March 2013
McGraw Hill 2001 - 2012
Document Security Systems, Inc. 2003 - 2007
Superstocks 1999 - 2004
Prudential Securities 1998 - 1999
Skills
Strategic Communications, Investor Relations, Media Relations, Corporate Communications, SEC filings, Newsletters, Press Releases, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Problem Solving, Social Media Marketing, Organizational..., Organizational..., Business Strategy, Digital Marketing, Teaching, Public Speaking, Public Relations, Microsoft Office, SEO, SEM, Market Research, Digital Strategy, Web Analytics, Brand Development, Networking, New Product..., New Media Strategy, New Media Marketing, Strategic Consulting, Management Consulting, Corporate Branding, Branding Initiatives, Collaborative Leadership, Crisis Communications, MBA, Adobe Creative Suite, Microsoft Publisher, Series 7, Series 63, Strategy, Start-ups, Entrepreneurship, Social Media, Leadership, Content Development, Brand Management
Education
Case Western Reserve University 2015 — 2018
DM/PhD, Management/Marketing
Rochester Institute of Technology
MBA, Business
State University of New York College at Brockport
BS
Max Goldberg's Prudential Securities Experience April 1993 - April 1996
Job Called an "organic sensation" by the NYT / Organic food & juice blog at livingmaxwell.com and pressedjuicedirectory.com
Industry Food & Beverages
Experience
livingmaxwell.com December 2009 - Present
Shawkemo Ventures, LLC October 2006 - October 2009
coachingfornow / Shirlaws USA February 2002 - August 2008
Madison Capital Group, LLC September 2006 - September 2007
Antenna Software October 1999 - October 2001
ImClone Systems June 1998 - October 1999
Prudential Securities April 1993 - April 1996
Skills
Organic Products, Organic Food, Organic Food Start-ups, Social Media, Product Development, Organics, Social Media Marketing, Marketing, Strategic Planning, Strategy, Business Development, Entrepreneurship, Food
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1989 — 1992
BA
livingmaxwell.com December 2009 - Present
Shawkemo Ventures, LLC October 2006 - October 2009
coachingfornow / Shirlaws USA February 2002 - August 2008
Madison Capital Group, LLC September 2006 - September 2007
Antenna Software October 1999 - October 2001
ImClone Systems June 1998 - October 1999
Prudential Securities April 1993 - April 1996
Skills
Organic Products, Organic Food, Organic Food Start-ups, Social Media, Product Development, Organics, Social Media Marketing, Marketing, Strategic Planning, Strategy, Business Development, Entrepreneurship, Food
Education
Columbia University - Columbia Business School 1996 — 1998
MBA
Brown University 1989 — 1992
BA
Gali Sherman, MBA, CFP's Prudential Securities Experience December 1997 - November 1998
Job President
Industry Financial Services
Experience
NaviGuide Financial & Insurance Services, Inc. March 2000 - Present
Glendale Federal Bank/California Federal Bank December 1998 - April 2000
Prudential Securities December 1997 - November 1998
Education
University of California, Santa Barbara 2001 — 2003
CFP, Professional Financial Planning
California State University-Northridge 1996 — 2000
Master of Business Administration (MBA), Business & Finance
California State University-Northridge 1989 — 1994
BS, Engineering
NaviGuide Financial & Insurance Services, Inc. March 2000 - Present
Glendale Federal Bank/California Federal Bank December 1998 - April 2000
Prudential Securities December 1997 - November 1998
Education
University of California, Santa Barbara 2001 — 2003
CFP, Professional Financial Planning
California State University-Northridge 1996 — 2000
Master of Business Administration (MBA), Business & Finance
California State University-Northridge 1989 — 1994
BS, Engineering
Tamara Blue's Prudential Securities Experience 1997 - 1999
Job Vice President, Financial Consultant, AAMS
Industry Financial Services
Experience
Charles Schwab April 2008 - Present
Charles Schwab August 1999 - April 2008
Prudential Securities 1997 - 1999
Clorox Company 1996 - 1998
Del Monte Foods 1995 - 1997
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
Bachelor of Science (BS), Business with Finance emphasis
College for Financial Planning
AAMS, Financial Planning
Charles Schwab April 2008 - Present
Charles Schwab August 1999 - April 2008
Prudential Securities 1997 - 1999
Clorox Company 1996 - 1998
Del Monte Foods 1995 - 1997
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
Bachelor of Science (BS), Business with Finance emphasis
College for Financial Planning
AAMS, Financial Planning
Peter D. Prentis, CFP®, Peter D. Prentis, CFP®,'s Prudential Securities Experience 1981 - 2003
Job Financial Advisor Managing Director Investments at Prentis Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Prentis Wealth Management Group of Wells Fargo Advisors, LLC January 1981 - Present
Prudential Securities 1981 - 2003
Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Securities, Financial Services, Finance, High Net Worth..., Insurance, Mutual Funds, Financial Planning, Alternative Investments, Equities, Investment Strategies, Fixed Income, Bonds, Pensions, Loans
Education
Colorado College 1974 — 1978
B.A., Business Administration
Choate Rosemary Hall 1970 — 1974
Prentis Wealth Management Group of Wells Fargo Advisors, LLC January 1981 - Present
Prudential Securities 1981 - 2003
Skills
Retirement Planning, Investments, Asset Allocation, Retirement, Securities, Financial Services, Finance, High Net Worth..., Insurance, Mutual Funds, Financial Planning, Alternative Investments, Equities, Investment Strategies, Fixed Income, Bonds, Pensions, Loans
Education
Colorado College 1974 — 1978
B.A., Business Administration
Choate Rosemary Hall 1970 — 1974
John Youngblood John Youngblood's Prudential Securities Experience 1990 - 1991
Job Managing Partner, Gallatin Capital LLC
Industry Investment Banking
Experience
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Ora Melamed, PMP Ora Melamed, PMP's Prudential Securities Experience 2000 - 2002
Job Financial Services Advisory Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley January 2010 - July 2013
PRIMUS FINANCIAL PRODUCTS 2003 - 2008
Prudential Securities 2000 - 2002
Prudential Securities 1988 - 2000
Skills
Projet Management..., Series 99, Operations..., Start-ups, Fixed Income, Derivatives, Banking, Risk Management, Portfolio Management, SDLC, Equities, Bloomberg, Bonds, Valuation, Trading, Analysis, Financial Risk, Financial Services
Education
California State University-Northridge 1977 — 1980
BS, Health Science
Microsoft class
Ernst & Young July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley January 2010 - July 2013
PRIMUS FINANCIAL PRODUCTS 2003 - 2008
Prudential Securities 2000 - 2002
Prudential Securities 1988 - 2000
Skills
Projet Management..., Series 99, Operations..., Start-ups, Fixed Income, Derivatives, Banking, Risk Management, Portfolio Management, SDLC, Equities, Bloomberg, Bonds, Valuation, Trading, Analysis, Financial Risk, Financial Services
Education
California State University-Northridge 1977 — 1980
BS, Health Science
Microsoft class
Rhaiza Villafranca Rhaiza Villafranca's Prudential Securities Experience May 2005 - April 2008
Job Managed Threat Services at Deloitte
Industry Information Technology and Services
Experience
Deloitte May 2015 - Present
Paragon Solutions for Celgene Corporation March 2015 - Present
Vijay Holdings, LLC February 2014 - January 2015
Deltha Corp/ reNewJerseyStronger.org July 2013 - September 2013
North American Electric Reliability Corporation May 2011 - February 2013
RAPA April 2009 - May 2011
Financial Information Inc., South Plainfield, NJ August 2008 - March 2009
Prudential Securities May 2005 - April 2008
Wachovia/Prudential Securities Inc. August 2003 - March 2005
Search Group January 2000 - January 2002
Skills
Business Analysis, Analysis, Microsoft Excel, PowerPoint, Program Management, Visio, Data Analysis, Process Improvement, Project Management, Outlook, SharePoint, Risk Management, Project Planning, Training, Networking, Smart Grid, Energy, Quality Assurance, Editing, Research, Customer Service, Microsoft SQL Server, Energy Markets, Monthly Reporting, Statistical Computing, Account Reconciliation, Coordination, Data Management, Writing, Proofreading, Copy Editing, Excel, Statistics, Compliance
Education
DeVry University, North Brunswick, NJ 2002 — 2008
Associate in Applied Science in Business Administration -, Concentration in Business Information Syst
City University of New York-Hunter College 1990 — 1998
BA Liberal Arts, Political Science
Deloitte May 2015 - Present
Paragon Solutions for Celgene Corporation March 2015 - Present
Vijay Holdings, LLC February 2014 - January 2015
Deltha Corp/ reNewJerseyStronger.org July 2013 - September 2013
North American Electric Reliability Corporation May 2011 - February 2013
RAPA April 2009 - May 2011
Financial Information Inc., South Plainfield, NJ August 2008 - March 2009
Prudential Securities May 2005 - April 2008
Wachovia/Prudential Securities Inc. August 2003 - March 2005
Search Group January 2000 - January 2002
Skills
Business Analysis, Analysis, Microsoft Excel, PowerPoint, Program Management, Visio, Data Analysis, Process Improvement, Project Management, Outlook, SharePoint, Risk Management, Project Planning, Training, Networking, Smart Grid, Energy, Quality Assurance, Editing, Research, Customer Service, Microsoft SQL Server, Energy Markets, Monthly Reporting, Statistical Computing, Account Reconciliation, Coordination, Data Management, Writing, Proofreading, Copy Editing, Excel, Statistics, Compliance
Education
DeVry University, North Brunswick, NJ 2002 — 2008
Associate in Applied Science in Business Administration -, Concentration in Business Information Syst
City University of New York-Hunter College 1990 — 1998
BA Liberal Arts, Political Science
Rachel Kranston's Prudential Securities Experience October 1989 - September 1990
Job VP, Sr. Technical Specialist/ SME
Industry Information Technology and Services
Experience
Citigroup February 2000 - Present
The Chase Manhattan Bank September 1993 - February 2000
Automated Data Processing (ADP) January 1993 - September 1993
Kidder Peabody & Co. September 1990 - January 1993
Prudential Securities October 1989 - September 1990
Marine Midland Bank July 1985 - October 1989
Skills
Prime Brokerage, Reference Data, Corporate Actions, Global Custody, SDLC, UAT coordination, Market Data, Integration, Trading Systems, Bloomberg, User Acceptance Testing, SWIFT payments, Settlement, Financial Services, Mutual Funds, Securities, Quality Center, Analysis, Business Requirements, Fixed Income, Testing, Requirements Gathering, Business Analysis, PMO, Vendor Management, Banking, Back Office, Middle Office, Electronic Trading, Sybase, Hedge Funds, Systems Analysis, CICS, Derivatives, Payments, Equities, Investment Banking, Bonds, Data Warehousing, Risk Management, Software Development, Software Design, Software Installation, Capital Markets, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project..., Disaster Recovery, DB2
Education
Hunter College 1981 — 1985
Bachelor of Arts (BA), Computer Science
Citigroup February 2000 - Present
The Chase Manhattan Bank September 1993 - February 2000
Automated Data Processing (ADP) January 1993 - September 1993
Kidder Peabody & Co. September 1990 - January 1993
Prudential Securities October 1989 - September 1990
Marine Midland Bank July 1985 - October 1989
Skills
Prime Brokerage, Reference Data, Corporate Actions, Global Custody, SDLC, UAT coordination, Market Data, Integration, Trading Systems, Bloomberg, User Acceptance Testing, SWIFT payments, Settlement, Financial Services, Mutual Funds, Securities, Quality Center, Analysis, Business Requirements, Fixed Income, Testing, Requirements Gathering, Business Analysis, PMO, Vendor Management, Banking, Back Office, Middle Office, Electronic Trading, Sybase, Hedge Funds, Systems Analysis, CICS, Derivatives, Payments, Equities, Investment Banking, Bonds, Data Warehousing, Risk Management, Software Development, Software Design, Software Installation, Capital Markets, Enterprise Architecture, IT Strategy, Requirements Analysis, Software Project..., Disaster Recovery, DB2
Education
Hunter College 1981 — 1985
Bachelor of Arts (BA), Computer Science
Alex Giuffrida Alex Giuffrida's Prudential Securities Experience July 2000 - January 2002
Job Shotover Camera Systems & Helinet Technologies
Industry Defense & Space
Experience
SHOTOVER Camera Systems 2012 - Present
Helinet Technologies January 2009 - Present
Helinet Aviation January 2009 - August 2015
Axsys Technologies April 2007 - January 2009
Helinet Aviation Services January 2002 - April 2007
Prudential Securities July 2000 - January 2002
Morgan Stanley June 1994 - July 2000
Skills
Process Improvement, Executive Management, Strategic Planning, Program Management, Systems Engineering, Succession Planning, Project Management, Contract Negotiation, Operations Management, Product Management, Cross-functional Team..., Team Leadership, Manufacturing, Change Management, Business Strategy, Start-ups, Strategy, Leadership, Product Marketing, Management, Mergers & Acquisitions, Aerospace, Aviation, Business Development, Integration, DoD, Military
Education
California State University-Northridge 1988 — 1994
Bachelor of Science (BS), Political Science and Government
El Camino Real High School 1986 — 1987
SHOTOVER Camera Systems 2012 - Present
Helinet Technologies January 2009 - Present
Helinet Aviation January 2009 - August 2015
Axsys Technologies April 2007 - January 2009
Helinet Aviation Services January 2002 - April 2007
Prudential Securities July 2000 - January 2002
Morgan Stanley June 1994 - July 2000
Skills
Process Improvement, Executive Management, Strategic Planning, Program Management, Systems Engineering, Succession Planning, Project Management, Contract Negotiation, Operations Management, Product Management, Cross-functional Team..., Team Leadership, Manufacturing, Change Management, Business Strategy, Start-ups, Strategy, Leadership, Product Marketing, Management, Mergers & Acquisitions, Aerospace, Aviation, Business Development, Integration, DoD, Military
Education
California State University-Northridge 1988 — 1994
Bachelor of Science (BS), Political Science and Government
El Camino Real High School 1986 — 1987
Steve Firestone, CAIA Steve Firestone, CAIA's Prudential Securities Experience 1996 — 1998
Job Capital Markets at Office of the Comptroller of the Currency
Industry Capital Markets
Experience
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Office of the Comptroller of the Currency May 2012 — Present
Mesirow Financial 2010 — 2011
BB&T Capital Markets 2007 — 2010
Teacher Retirement System of Texas 2005 — 2007
CIBC World Markets 2000 — 2004
First Chicago 1999 — 1999
Prudential Securities 1996 — 1998
National Westminster Bank 1994 — 1996
Skills
Fixed Income, Portfolio Management, Trading, Structured Products, Credit Derivatives, Market Risk, Due Diligence, Asset Management, CMBS, Securitization, Alternative Investments, ABS, Leveraged Finance, Credit Trading, Interest Rate Risk..., Real Estate Economics, Investments, Financial Risk, Capital Markets, Commercial Real Estate, Intex, Trepp, Barclays Point, REIT, SPSS, Quantitative Risk..., Counterparty Risk, Financial Engineering, Basel II, Basel III, CCAR, Dodd-Frank, MBS, Statistical Modeling, Volcker Rule, KMV
Education
University of North Carolina at Charlotte 2009 — 2018
Doctor of Philosophy (PhD), Geography and Urban Regional Analysis
Indiana University Bloomington 1998 — 2000
MBA, Finance/Public Policy
Bucknell University 1990 — 1994
BA, Economics
Paul Vallone Paul Vallone's Prudential Securities Experience March 1992 - July 2000
Job Vice President, Business Planning and Development at Parker Hannifin
Industry Mechanical or Industrial Engineering
Experience
Parker Hannifin May 2015 - Present
URS Corporation September 2008 - January 2015
Sun Microsystems January 2008 - September 2008
Agilent Technologies March 2006 - January 2008
Montgomery & Co. September 2003 - February 2006
Cowen & Company July 2000 - April 2003
Prudential Securities March 1992 - July 2000
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Business Strategy, Private Equity, Venture Capital, Strategic Partnerships, Financial Analysis, Corporate Development, Restructuring, Finance, Start-ups, Operations Management, Management Consulting, Acquisition Integration, Divestitures, Cross-functional Team..., Executive Management, Investments, Strategic Planning, Analysis, Portfolio Management, Acquisitions, Management, New Business Development, Business Planning, Corporate Finance, Business Development, Project Planning, Integration, Risk Management, Business Valuation, Structured Finance, Equities
Education
Tulane University 1997 — 1999
MBA, Finance and Marketing
California State University-Chico 1987 — 1991
BS, Business Administration
Parker Hannifin May 2015 - Present
URS Corporation September 2008 - January 2015
Sun Microsystems January 2008 - September 2008
Agilent Technologies March 2006 - January 2008
Montgomery & Co. September 2003 - February 2006
Cowen & Company July 2000 - April 2003
Prudential Securities March 1992 - July 2000
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Business Strategy, Private Equity, Venture Capital, Strategic Partnerships, Financial Analysis, Corporate Development, Restructuring, Finance, Start-ups, Operations Management, Management Consulting, Acquisition Integration, Divestitures, Cross-functional Team..., Executive Management, Investments, Strategic Planning, Analysis, Portfolio Management, Acquisitions, Management, New Business Development, Business Planning, Corporate Finance, Business Development, Project Planning, Integration, Risk Management, Business Valuation, Structured Finance, Equities
Education
Tulane University 1997 — 1999
MBA, Finance and Marketing
California State University-Chico 1987 — 1991
BS, Business Administration
Eleanor Mascheroni Eleanor Mascheroni's Prudential Securities Experience 1981 - 1991
Job Managing Director, Communications at GE Capital
Industry Marketing and Advertising
Experience
GE Capital January 2015 - Present
Delphi Automotive January 2012 - August 2014
Ogilvy & Mather October 2001 - December 2011
Scudder Investments September 1991 - October 2001
Prudential Securities 1981 - 1991
Skills
Marketing Communications, Corporate Communications, Public Relations, Marketing, Management, Marketing Strategy, Advertising, Brand Development, Strategy, Brand Management, Strategic Planning, Copywriting
Education
Brown University 1973 — 1977
AB, History of Art
Università degli Studi di Firenze 1975 — 1976
History of Art
GE Capital January 2015 - Present
Delphi Automotive January 2012 - August 2014
Ogilvy & Mather October 2001 - December 2011
Scudder Investments September 1991 - October 2001
Prudential Securities 1981 - 1991
Skills
Marketing Communications, Corporate Communications, Public Relations, Marketing, Management, Marketing Strategy, Advertising, Brand Development, Strategy, Brand Management, Strategic Planning, Copywriting
Education
Brown University 1973 — 1977
AB, History of Art
Università degli Studi di Firenze 1975 — 1976
History of Art
Jonathan Lieber Jonathan Lieber's Prudential Securities Experience July 1998 - November 2000
Job Senior Portfolio Manager at Catlin Insurance
Industry Financial Services
Experience
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Bernie Di Giulio Bernie Di Giulio's Prudential Securities Experience February 2004 - October 2011
Job Agency Lending Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2004 - October 2011
Prudential Securities February 2004 - October 2011
Wells Fargo January 1979 - October 2011
WACHOVIA SECURITIES December 1979 - 2008
Wachovia Securities, LLC December 1979 - 2008
WACHOVIA SECURITIES January 1979 - 2008
Wells Fargo 1979 - 2004
Wachovia Securities, LLC 1979 - 2004
Skills
Back Office, Securities Lending, Prime Brokerage, Settlements, Cash Management, Equities, Trading, Settlement, Mutual Funds, Capital Markets, Hedge Funds, Fixed Income, Finance, Corporate Actions, Securities, Middle Office, Bloomberg
Education
City University of New York 1975 — 1979
Finance
York College 1975 — 1978
York College
Citi August 2012 - Present
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2004 - October 2011
Prudential Securities February 2004 - October 2011
Wells Fargo January 1979 - October 2011
WACHOVIA SECURITIES December 1979 - 2008
Wachovia Securities, LLC December 1979 - 2008
WACHOVIA SECURITIES January 1979 - 2008
Wells Fargo 1979 - 2004
Wachovia Securities, LLC 1979 - 2004
Skills
Back Office, Securities Lending, Prime Brokerage, Settlements, Cash Management, Equities, Trading, Settlement, Mutual Funds, Capital Markets, Hedge Funds, Fixed Income, Finance, Corporate Actions, Securities, Middle Office, Bloomberg
Education
City University of New York 1975 — 1979
Finance
York College 1975 — 1978
York College
Randy Cranin Randy Cranin's Prudential Securities Experience June 1973 - May 2002
Job Member at BNI Freehold Chapter
Industry Information Technology and Services
Experience
Computer Solutions of Freehold February 2015 - Present
BNI Freehold Chapter July 2013 - Present
BNI - Financial Success Chapter February 2007 - July 2013
Prudential Securities June 1973 - May 2002
Skills
Troubleshooting, VPN, Computer Hardware, Disaster Recovery, Security, Vendor Management, Cloud Computing, Network Administration, Network Security, Hardware, Windows 7, Wireless Networking, IT Management, Computer Repair, VoIP, Technical Support, Networking, Servers, Network Design, Antivirus, Windows Server, Software Installation, Information Technology, System Deployment, WAN, Operating Systems, XP, Microsoft Exchange, IT Service Management, Active Directory, Firewalls, Managed Services, Microsoft Technologies, TCP/IP, DNS, System Administration, Windows XP, Virtualization, Routers, Computer Security, Cisco Technologies, Switches, Laptops, Storage, VMware, Citrix, DHCP, Integration, Help Desk Support, Data Center
Education
Pace University 1975 — 1982
MBA, Information Systems & Computer Science
Clarkson University 1969 — 1973
BS ECE, Electrical & Computer Engineering
Computer Solutions of Freehold February 2015 - Present
BNI Freehold Chapter July 2013 - Present
BNI - Financial Success Chapter February 2007 - July 2013
Prudential Securities June 1973 - May 2002
Skills
Troubleshooting, VPN, Computer Hardware, Disaster Recovery, Security, Vendor Management, Cloud Computing, Network Administration, Network Security, Hardware, Windows 7, Wireless Networking, IT Management, Computer Repair, VoIP, Technical Support, Networking, Servers, Network Design, Antivirus, Windows Server, Software Installation, Information Technology, System Deployment, WAN, Operating Systems, XP, Microsoft Exchange, IT Service Management, Active Directory, Firewalls, Managed Services, Microsoft Technologies, TCP/IP, DNS, System Administration, Windows XP, Virtualization, Routers, Computer Security, Cisco Technologies, Switches, Laptops, Storage, VMware, Citrix, DHCP, Integration, Help Desk Support, Data Center
Education
Pace University 1975 — 1982
MBA, Information Systems & Computer Science
Clarkson University 1969 — 1973
BS ECE, Electrical & Computer Engineering
John Wartman John Wartman's Prudential Securities Experience 1984 - 1996
Job Principal, Huntsman Alternatives, LLC
Industry Investment Management
Experience
Huntsman Alternatives, LLC March 2015 - Present
Claughton Capital LLC September 2013 - February 2015
Agecroft Partners LLC March 2013 - August 2013
Monsoon Capital LLC March 2011 - October 2012
Huntsman Advisors August 2007 - March 2011
Millrace Asset Group February 2005 - June 2007
Global Alternative Investments Company March 2002 - February 2005
Investorforce 2000 - 2001
American Management Systems (AMS) 1996 - 1999
Prudential Securities 1984 - 1996
Skills
Hedge Funds, Alternative Investments, Risk Management, Investment Strategies, Options, Asset Allocation, Portfolio Management, Equities, Fund Of Funds, Emerging Markets, Investor Relations, Derivatives, portfolio construction, Strategy, Securities, Investments
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
Brown University 1972 — 1976
AB, Pre-architecture
Huntsman Alternatives, LLC March 2015 - Present
Claughton Capital LLC September 2013 - February 2015
Agecroft Partners LLC March 2013 - August 2013
Monsoon Capital LLC March 2011 - October 2012
Huntsman Advisors August 2007 - March 2011
Millrace Asset Group February 2005 - June 2007
Global Alternative Investments Company March 2002 - February 2005
Investorforce 2000 - 2001
American Management Systems (AMS) 1996 - 1999
Prudential Securities 1984 - 1996
Skills
Hedge Funds, Alternative Investments, Risk Management, Investment Strategies, Options, Asset Allocation, Portfolio Management, Equities, Fund Of Funds, Emerging Markets, Investor Relations, Derivatives, portfolio construction, Strategy, Securities, Investments
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
Brown University 1972 — 1976
AB, Pre-architecture
Shane Tenny Shane Tenny's Prudential Securities Experience May 2000 - September 2001
Job Certified Financial Planner Professional
Industry Financial Services
Experience
Spaugh Dameron Tenny, LLC October 2001 - Present
Prudential Securities May 2000 - September 2001
Rememdy Staffing September 1997 - April 2000
WSRN September 1994 - March 1997
Skills
Analysis, Strategic Planning, Public Speaking, Personal Finance, Teaching, Critical Thinking, Vision Creation, Focus On Results, Budgeting, Leadership
Education
American College 2001 — 2004
CFP, Financial Planning
Cedarville University 1994 — 1997
Communications & Business, Broadcast Journalism
Spaugh Dameron Tenny, LLC October 2001 - Present
Prudential Securities May 2000 - September 2001
Rememdy Staffing September 1997 - April 2000
WSRN September 1994 - March 1997
Skills
Analysis, Strategic Planning, Public Speaking, Personal Finance, Teaching, Critical Thinking, Vision Creation, Focus On Results, Budgeting, Leadership
Education
American College 2001 — 2004
CFP, Financial Planning
Cedarville University 1994 — 1997
Communications & Business, Broadcast Journalism
Laura Elton Laura Elton's Prudential Securities Experience January 1982 - January 1987
Job Helping clients tell their stories, using great content and technology.
Industry Marketing and Advertising
Experience
Laura Elton Marketing & Web Design 2010 - Present
Caldwell Banker Residential Brokerage & Weichet Realtors March 1994 - January 2002
Freelance Writer July 1991 - March 1993
Merrill Lynch January 1987 - July 1989
Prudential Securities January 1982 - January 1987
Hill & Knowlton January 1977 - September 1981
Skills
Marketing, SEO, Web Design, Advertising, Copywriting, Public Relations, Press Releases, Small Business, Website Development, Creative Writing, E-commerce, Marketing Management, Entrepreneurship, Training, Social Networking, Technical Writing, Project Management, Management, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Sales, Social Media, Brochures, web content
Education
CCM 2010 — 2011
City University of New York-Brooklyn College
Bachelor's Degree
New York University
Certificate in Computer Programming
Laura Elton Marketing & Web Design 2010 - Present
Caldwell Banker Residential Brokerage & Weichet Realtors March 1994 - January 2002
Freelance Writer July 1991 - March 1993
Merrill Lynch January 1987 - July 1989
Prudential Securities January 1982 - January 1987
Hill & Knowlton January 1977 - September 1981
Skills
Marketing, SEO, Web Design, Advertising, Copywriting, Public Relations, Press Releases, Small Business, Website Development, Creative Writing, E-commerce, Marketing Management, Entrepreneurship, Training, Social Networking, Technical Writing, Project Management, Management, Online Marketing, Social Media Marketing, Email Marketing, Marketing Strategy, Sales, Social Media, Brochures, web content
Education
CCM 2010 — 2011
City University of New York-Brooklyn College
Bachelor's Degree
New York University
Certificate in Computer Programming
Reginald Clark, CFP's Prudential Securities Experience January 1996 - May 1997
Job CEO at P3 Financial Group
Industry Financial Services
Experience
P3 Financial Group December 2008 - Present
Worth Financial Advisory Group January 2006 - November 2008
P3 Wealth Management May 2002 - December 2005
MetLife January 2000 - April 2002
Prudential Securities January 1996 - May 1997
Skills
Retirement Planning, Life Insurance, Disability Insurance, Wealth Management, Financial Services, Securities, Personal Finance, Investments, Insurance, Risk Management, Retirement, Asset Managment, Employee Benefits, Strategic Financial..., Training, Finance, Portfolio Management, Small Business, Financial Advisory, Mutual Funds, Investment Advisory, Loans, IRAs, Credit, Analysis, Fixed Annuities, Wealth, Funding, Estate Planning, Long-term Care, Financial Risk, Term Life Insurance, Relationship Management, Recruiting, Executive Management, Sales, Public Speaking, Leadership, Financial Planning
Education
Christian Brothers University 2002 — 2003
Executive Certificate, Financial Planning
The University of Memphis 1992 — 1997
BBA, Finance
P3 Financial Group December 2008 - Present
Worth Financial Advisory Group January 2006 - November 2008
P3 Wealth Management May 2002 - December 2005
MetLife January 2000 - April 2002
Prudential Securities January 1996 - May 1997
Skills
Retirement Planning, Life Insurance, Disability Insurance, Wealth Management, Financial Services, Securities, Personal Finance, Investments, Insurance, Risk Management, Retirement, Asset Managment, Employee Benefits, Strategic Financial..., Training, Finance, Portfolio Management, Small Business, Financial Advisory, Mutual Funds, Investment Advisory, Loans, IRAs, Credit, Analysis, Fixed Annuities, Wealth, Funding, Estate Planning, Long-term Care, Financial Risk, Term Life Insurance, Relationship Management, Recruiting, Executive Management, Sales, Public Speaking, Leadership, Financial Planning
Education
Christian Brothers University 2002 — 2003
Executive Certificate, Financial Planning
The University of Memphis 1992 — 1997
BBA, Finance
Donna (Donna Morris) Canady's Prudential Securities Experience 2000 - 2008
Job Specialized Fiduciary Trust Officer
Industry Banking
Experience
US Trust Bank of America June 2014 - Present
Bank Of America US Trust June 2014 - Present
Prudential Securities 2000 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Portfolio Management, Compliance, Regulatory Examinations, Lines Of Credit
Education
CUNY John Jay College of Criminal Justice 1990 — 1996
Bachelors of Science, Criminal Justice
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
US Trust Bank of America June 2014 - Present
Bank Of America US Trust June 2014 - Present
Prudential Securities 2000 - 2008
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Small Business Lending, Credit Risk, Mortgage Lending, Consumer Lending, Portfolio Management, Compliance, Regulatory Examinations, Lines Of Credit
Education
CUNY John Jay College of Criminal Justice 1990 — 1996
Bachelors of Science, Criminal Justice
City University of New York-John Jay College of Criminal Justice 1990 — 1996
Bachelor of Applied Science (BASc), Criminal Justice and Corrections
Stephen Bernhardt Stephen Bernhardt's Prudential Securities Experience 1994 - 2000
Job Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Pioneer Investments July 2003 - Present
AAM 2001 - 2002
Prudential Securities 1994 - 2000
Morgan Stanley Smith Barney 1988 - 1994
Dean Witter Reynolds 1984 - 1988
Skills
Fixed Income, Portfolio Management, Capital Markets, MBS, Bonds, Trading, Investments, Bloomberg, Asset Managment, Financial Modeling, Structured Products, Hedge Funds, Securities, Investment Banking, Asset Allocation, Equities, Alternative Investments, ABS, Structured Finance, Credit Derivatives
Education
Brown University 1980 — 1984
BA, Economics
Dedham High School 1976 — 1980
Peter Brackman Peter Brackman's Prudential Securities Experience February 1986 - April 1988
Job Vice President, State Street Global Markets
Industry Capital Markets
Experience
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
State Street Global Markets March 2015 - Present
J.P. Morgan September 2012 - August 2014
Markit August 2009 - August 2012
Morgan Stanley June 2003 - February 2008
UBS/PaineWebber June 1997 - June 2003
Deutsche Bank 1994 - 1996
Daiwa Securities January 1991 - June 1994
Kidder Peabody May 1988 - November 1989
Prudential Securities February 1986 - April 1988
Skills
Fixed Income, Risk Management, Portfolio Management, Trading, Financial Risk, Structured Products, Analytics, MBS, Structured Finance, Software Development, Securitization, ABS, Management, Finance, Testing
Education
Polytechnic University 1988 — 1989
Operations Research
Clark University 1980 — 1984
Computer Science, Mathematics
Midwood High School 1978 — 1980
Al Fiorello's Prudential Securities Experience April 1990 - September 1991
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase June 1998 - September 2014
BNY Mellon November 1995 - June 1998
Citi September 1991 - October 1995
Prudential Securities April 1990 - September 1991
Security Pacific National Trust Company (New York) November 1987 - March 1990
Skills
Loans, Portfolio Management, Fixed Income, Credit, Banking, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Lending, Loan Servicing, Lines Of Credit, Consumer Lending, Mortgage Banking, Commercial Banking, Financial Services, Management, Risk Management, Capital Markets
Education
City University of New York-College of Staten Island
Business Administration and Management, General
St. John's University
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase June 1998 - September 2014
BNY Mellon November 1995 - June 1998
Citi September 1991 - October 1995
Prudential Securities April 1990 - September 1991
Security Pacific National Trust Company (New York) November 1987 - March 1990
Skills
Loans, Portfolio Management, Fixed Income, Credit, Banking, Mortgage Lending, Credit Analysis, Loan Origination, Commercial Lending, Loan Servicing, Lines Of Credit, Consumer Lending, Mortgage Banking, Commercial Banking, Financial Services, Management, Risk Management, Capital Markets
Education
City University of New York-College of Staten Island
Business Administration and Management, General
St. John's University
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Belle Sheri Ruiz Belle Sheri Ruiz's Prudential Securities Experience April 1992 - July 1993
Job On Boarding Project Manager at Technicolor Production Services Digital Distribution
Industry Entertainment
Experience
Technicolor Production Services Digital Distribution June 2014 - Present
Shaklee Corporation January 1997 - Present
Belle Sheri Ruiz, Inc. July 2010 - June 2014
Ascent Media Group October 2009 - July 2010
Ascent Media Group April 2009 - October 2009
Ascent Media Group December 2007 - April 2009
Technicolor Creative Services (fka VidFil International Digital, Inc.) May 1998 - December 2007
The Post Group July 1996 - May 1998
The Laugh Factory May 1994 - January 1996
Prudential Securities April 1992 - July 1993
Skills
Digital Video, Entrepreneurship, Social Networking, Social Media Marketing, Post Production, Leadership, Video, Television, Digital Asset Management, Entertainment, Video Production, Film, Digital Media, Business Development, New Business Development, HD Video, Broadcast, Microsoft Office, Business Strategy, Digital Distribution, Training, Advertising, Process Improvement, Project Management, Public Speaking
Education
Cerritos College 1995 — 1996
Victor Valley College 1995 — 1996
Pasadena City College 1993 — 1994
Technicolor Production Services Digital Distribution June 2014 - Present
Shaklee Corporation January 1997 - Present
Belle Sheri Ruiz, Inc. July 2010 - June 2014
Ascent Media Group October 2009 - July 2010
Ascent Media Group April 2009 - October 2009
Ascent Media Group December 2007 - April 2009
Technicolor Creative Services (fka VidFil International Digital, Inc.) May 1998 - December 2007
The Post Group July 1996 - May 1998
The Laugh Factory May 1994 - January 1996
Prudential Securities April 1992 - July 1993
Skills
Digital Video, Entrepreneurship, Social Networking, Social Media Marketing, Post Production, Leadership, Video, Television, Digital Asset Management, Entertainment, Video Production, Film, Digital Media, Business Development, New Business Development, HD Video, Broadcast, Microsoft Office, Business Strategy, Digital Distribution, Training, Advertising, Process Improvement, Project Management, Public Speaking
Education
Cerritos College 1995 — 1996
Victor Valley College 1995 — 1996
Pasadena City College 1993 — 1994
Dorothy Angelini's Prudential Securities Experience October 1988 - April 1991
Job Client Associate
Industry Investment Management
Experience
RBC Wealth Management November 2013 - Present
Integris Wealth Management November 2010 - June 2013
Morgan Stanley Smith Barney April 1991 - May 2010
Prudential Securities October 1988 - April 1991
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Equities, Investments, Investment Strategies, Portfolio Management, Asset Managment
Education
Monterey Peninsula College 1993 — 1995
Political Science and Government
Butte College 1980 — 1984
Political Science and Government
RBC Wealth Management November 2013 - Present
Integris Wealth Management November 2010 - June 2013
Morgan Stanley Smith Barney April 1991 - May 2010
Prudential Securities October 1988 - April 1991
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Equities, Investments, Investment Strategies, Portfolio Management, Asset Managment
Education
Monterey Peninsula College 1993 — 1995
Political Science and Government
Butte College 1980 — 1984
Political Science and Government
Erik Carlson Erik Carlson's Prudential Securities Experience 1990 - 1994
Job Founder at Financial Engineering and Technology Group LLC
Industry Financial Services
Experience
Financial Engineering and Technology Group LLC December 2014 - Present
Halkyon Alpha LLC February 2013 - September 2014
Armored Wolf LLC May 2008 - January 2013
Beacon Capital Strategies June 2004 - December 2008
Urbanfetch 2000 - 2000
Morgan Stanley 1999 - 2000
Tiger Management 1994 - 1999
Prudential Securities 1990 - 1994
Lehman Brothers 1989 - 1990
Thinking Machines Corporation 1987 - 1988
Skills
Start-ups, Hedge Funds, Entrepreneurship, Fixed Income, Bonds, Trading Systems, Alternative Investments, Market Data, Bloomberg, Emerging Markets, Options, C++, Patents, Commodity, Java
Education
Carnegie Mellon University 1981 — 1989
Ph.D., Computer Engineering
Carnegie Mellon University
M.S., Computer Engineering
Carnegie Mellon University
B.S., Economics
Carnegie Mellon University
Bachelor of Science (B.S.), Electrical Engineering
Financial Engineering and Technology Group LLC December 2014 - Present
Halkyon Alpha LLC February 2013 - September 2014
Armored Wolf LLC May 2008 - January 2013
Beacon Capital Strategies June 2004 - December 2008
Urbanfetch 2000 - 2000
Morgan Stanley 1999 - 2000
Tiger Management 1994 - 1999
Prudential Securities 1990 - 1994
Lehman Brothers 1989 - 1990
Thinking Machines Corporation 1987 - 1988
Skills
Start-ups, Hedge Funds, Entrepreneurship, Fixed Income, Bonds, Trading Systems, Alternative Investments, Market Data, Bloomberg, Emerging Markets, Options, C++, Patents, Commodity, Java
Education
Carnegie Mellon University 1981 — 1989
Ph.D., Computer Engineering
Carnegie Mellon University
M.S., Computer Engineering
Carnegie Mellon University
B.S., Economics
Carnegie Mellon University
Bachelor of Science (B.S.), Electrical Engineering
Evelyn Sample's Prudential Securities Experience May 1996 - June 1997
Job Manager, Quality Assurance & Information Systems at Center for Community Alternatives
Industry Public Policy
Experience
Center for Community Alternatives September 2007 - May 2012
MoneyMae Lending Group Inc. June 2006 - June 2007
Town Sports International 2003 - 2004
Work Out World ("WOW") January 2003 - September 2003
Morgan Stanley June 1997 - July 1998
Prudential Securities May 1996 - June 1997
Bank of America 1985 - 1996
Skills
Program Development, Access, Research, Public Speaking, Microsoft Office, Fundraising, Community Outreach, Statistics, SPSS, Training, Microsoft Excel, Nonprofits, Policy, Analysis, Program Management, Leadership, Finance, Grants, Customer Service, Data Analysis, Management, Program Evaluation, Financial Services, Financial Analysis, Strategy
Education
Villanova University 2012 — 2012
Certificate of Achievement, Six Sigma Green Belt
NYU
Credit & Financial Statement Analysis at the School of Continuing Education
City University of New York-Hunter College
Bachelor of Science in Accounting, Accounting, Banking and Finance
City University of New York
City College
Center for Community Alternatives September 2007 - May 2012
MoneyMae Lending Group Inc. June 2006 - June 2007
Town Sports International 2003 - 2004
Work Out World ("WOW") January 2003 - September 2003
Morgan Stanley June 1997 - July 1998
Prudential Securities May 1996 - June 1997
Bank of America 1985 - 1996
Skills
Program Development, Access, Research, Public Speaking, Microsoft Office, Fundraising, Community Outreach, Statistics, SPSS, Training, Microsoft Excel, Nonprofits, Policy, Analysis, Program Management, Leadership, Finance, Grants, Customer Service, Data Analysis, Management, Program Evaluation, Financial Services, Financial Analysis, Strategy
Education
Villanova University 2012 — 2012
Certificate of Achievement, Six Sigma Green Belt
NYU
Credit & Financial Statement Analysis at the School of Continuing Education
City University of New York-Hunter College
Bachelor of Science in Accounting, Accounting, Banking and Finance
City University of New York
City College
Andy Barkate MS Andy Barkate MS's Prudential Securities Experience May 1987 - May 1991
Job President, California Retirement Plans
Industry Financial Services
Experience
California Retirement Plans LLC December 1990 - Present
Prudential Securities May 1987 - May 1991
Dean Witter June 1984 - June 1987
Skills
Retirement Planning, Merchant Services, IRAs, Wealth Accumulation, Fixed Annuities, Estate Planning, Retirement, Insurance, Long-term Care, 401k, Strategic Financial..., Wealth Management, Investments, Term Life Insurance, Small Business, Financial Advisory, Financial Analysis, New Business Development, Financial Planners, Leadership, CRM, Whole Life, Disability Insurance, Life Insurance, Employee Benefits, Finance, Financial Services, Entrepreneurship, Personal Finance, Strategy, Risk Management, Long Term Care Insurance, Wealth, Investment Advisory, Wealth Management..., Tax, Mutual Funds, Universal Life, Series 63, Securities, Investment Strategies, Asset Allocation, Roth IRA, Mortgage Lending, Pensions, Asset Management, Asset Protection, Trusts, Financial Risk, Health Insurance
Education
College of Financial Planning 2009 — 2011
Master's degree, Financial Planning
California State University-Northridge 1977 — 1981
BA Business, Marketing & Finance
California Retirement Plans LLC December 1990 - Present
Prudential Securities May 1987 - May 1991
Dean Witter June 1984 - June 1987
Skills
Retirement Planning, Merchant Services, IRAs, Wealth Accumulation, Fixed Annuities, Estate Planning, Retirement, Insurance, Long-term Care, 401k, Strategic Financial..., Wealth Management, Investments, Term Life Insurance, Small Business, Financial Advisory, Financial Analysis, New Business Development, Financial Planners, Leadership, CRM, Whole Life, Disability Insurance, Life Insurance, Employee Benefits, Finance, Financial Services, Entrepreneurship, Personal Finance, Strategy, Risk Management, Long Term Care Insurance, Wealth, Investment Advisory, Wealth Management..., Tax, Mutual Funds, Universal Life, Series 63, Securities, Investment Strategies, Asset Allocation, Roth IRA, Mortgage Lending, Pensions, Asset Management, Asset Protection, Trusts, Financial Risk, Health Insurance
Education
College of Financial Planning 2009 — 2011
Master's degree, Financial Planning
California State University-Northridge 1977 — 1981
BA Business, Marketing & Finance
Eric Sandberg Eric Sandberg's Prudential Securities Experience October 1995 - January 1997
Job SAP Project Manager
Industry Computer Games
Experience
Walt Disney Interactive Media Group February 2009 - Present
The Walt Disney Company December 2007 - January 2009
The Walt Disney Company January 2006 - December 2007
Walt Disney Television and Pictures January 2004 - January 2006
Walt Disney Television and Pictures July 2003 - January 2004
Walt Disney Imagineering 2000 - 2003
Entertainment Publications, Inc., Cendant Corporation February 1997 - December 1998
Prudential Securities October 1995 - January 1997
Skills
SAP, SAP R/3, Project Management, Project Planning, Microsoft Office, SharePoint, Change Management, SAP ERP, Business Process, SAP FI/CO, IT Strategy, Cognos, Communication, Business Strategy, MS Project, Project Implementation, Project Coordination, Automotive Engineering, Project Finance, Estimating, Project Reporting, PMO, Program Management, Project Governance, Software Project..., Training & Development, Risk Management, Management Consulting, Agile Project Management, IT Operations, Team Building, Atlassian JIRA, Confluence, Automotive, Automotive Aftermarket, Automotive Repair, Software Documentation, Outsourcing, Management, Business Intelligence, Integration
Education
California State University-Long Beach - College of Business Administration 1992 — 1996
Bachelor of Science, Marketing
California State University-Long Beach 1992 — 1995
B.A., Sociology
California State University-Long Beach - College of Business Administration 1992 — 1995
B.S., Marketing
University of California, Irvine 1987 — 1991
Bachelor of Arts, Social Ecology
Cerritos College 1984 — 1987
Associate of Arts, Administration of Justice
Warren Highschool
Walt Disney Interactive Media Group February 2009 - Present
The Walt Disney Company December 2007 - January 2009
The Walt Disney Company January 2006 - December 2007
Walt Disney Television and Pictures January 2004 - January 2006
Walt Disney Television and Pictures July 2003 - January 2004
Walt Disney Imagineering 2000 - 2003
Entertainment Publications, Inc., Cendant Corporation February 1997 - December 1998
Prudential Securities October 1995 - January 1997
Skills
SAP, SAP R/3, Project Management, Project Planning, Microsoft Office, SharePoint, Change Management, SAP ERP, Business Process, SAP FI/CO, IT Strategy, Cognos, Communication, Business Strategy, MS Project, Project Implementation, Project Coordination, Automotive Engineering, Project Finance, Estimating, Project Reporting, PMO, Program Management, Project Governance, Software Project..., Training & Development, Risk Management, Management Consulting, Agile Project Management, IT Operations, Team Building, Atlassian JIRA, Confluence, Automotive, Automotive Aftermarket, Automotive Repair, Software Documentation, Outsourcing, Management, Business Intelligence, Integration
Education
California State University-Long Beach - College of Business Administration 1992 — 1996
Bachelor of Science, Marketing
California State University-Long Beach 1992 — 1995
B.A., Sociology
California State University-Long Beach - College of Business Administration 1992 — 1995
B.S., Marketing
University of California, Irvine 1987 — 1991
Bachelor of Arts, Social Ecology
Cerritos College 1984 — 1987
Associate of Arts, Administration of Justice
Warren Highschool
Kathryn M. Murphy Kathryn M. Murphy's Prudential Securities Experience December 1987 - April 1990
Job Managing Director at Gilbert Tweed International
Industry Human Resources
Experience
Gilbert Tweed International April 2000 - Present
TMP Worldwide April 1998 - April 2000
Tiffany & Co. June 1990 - April 1998
Prudential Securities December 1987 - April 1990
Skills
Talent Management, Executive Search, Succession Planning, Talent Acquisition, Recruiting, Employee Relations, Interviews, Leadership Development, Coaching, Strategic Planning, Human Resources, Hiring, Temporary Placement, Career Development, Strategy, Employee Engagement, Leadership, Performance Management, Technical Recruiting, Personnel Management, Management, Sourcing, Onboarding, HRIS, Employer Branding, HR Consulting, Organizational..., Executive Coaching, Benefits Negotiation, Internet Recruiting, Employee Benefits, Applicant Tracking..., Organizational..., Organizational Design, HR Policies, College Recruiting, Screening, Executive Management, Contract Recruitment, Workforce Planning, Consulting, Mergers & Acquisitions, Professional Services, Management Consulting
Education
City University of New York-Hunter College 1981 — 1985
BA, Economics
Gilbert Tweed International April 2000 - Present
TMP Worldwide April 1998 - April 2000
Tiffany & Co. June 1990 - April 1998
Prudential Securities December 1987 - April 1990
Skills
Talent Management, Executive Search, Succession Planning, Talent Acquisition, Recruiting, Employee Relations, Interviews, Leadership Development, Coaching, Strategic Planning, Human Resources, Hiring, Temporary Placement, Career Development, Strategy, Employee Engagement, Leadership, Performance Management, Technical Recruiting, Personnel Management, Management, Sourcing, Onboarding, HRIS, Employer Branding, HR Consulting, Organizational..., Executive Coaching, Benefits Negotiation, Internet Recruiting, Employee Benefits, Applicant Tracking..., Organizational..., Organizational Design, HR Policies, College Recruiting, Screening, Executive Management, Contract Recruitment, Workforce Planning, Consulting, Mergers & Acquisitions, Professional Services, Management Consulting
Education
City University of New York-Hunter College 1981 — 1985
BA, Economics
Cheryl Nicholas, MBA Cheryl Nicholas, MBA's Prudential Securities Experience 1987 - 2002
Job Real Estate Broker at Halstead Property
Industry Real Estate
Experience
Halstead Property June 2008 - Present
Prudential/Wachovia Securities 1999 - 2002
Prudential Securities 1987 - 2002
Skills
Brokerage, Investors, REO, Short Sales, Foreclosures, Corporate Relocation, Residential Re-Sale, Rentals, Business Relationship..., Relocation Buyers, Property Auctions, Leases, Listings, Property Management, Real Estate Financing, Buyer Representation, Apartments, Property
Education
City University of New York 2003 — 2005
MBA, Business Management
The New School 1982 — 1987
BA, Computer Science
Halstead Property June 2008 - Present
Prudential/Wachovia Securities 1999 - 2002
Prudential Securities 1987 - 2002
Skills
Brokerage, Investors, REO, Short Sales, Foreclosures, Corporate Relocation, Residential Re-Sale, Rentals, Business Relationship..., Relocation Buyers, Property Auctions, Leases, Listings, Property Management, Real Estate Financing, Buyer Representation, Apartments, Property
Education
City University of New York 2003 — 2005
MBA, Business Management
The New School 1982 — 1987
BA, Computer Science
Rob Africk Rob Africk's Prudential Securities Experience 1986 - 1999
Job Managing Director at TrueNorth Capital Partners LLC
Industry Investment Banking
Experience
TrueNorth Capital Partners LLC December 2009 - Present
Westbury Group LLC 2006 - 2009
Jesup & Lamont 2002 - 2005
Blaylock & Partners 2001 - 2002
Fieldstone Private Capital Group L.P. 1998 - 2000
Prudential Securities 1986 - 1999
Exxon Corporation 1979 - 1986
Citibank 1978 - 1979
Skills
Financial Services, Investment Banking, Private Equity, Energy, Mergers, Negotiating, Buy side M&A, Sell side M&A, Corporate Finance, Private Placements, Valuation, Business Valuation, Financial Analysis, Financial Modeling, Presentations, Business Strategy, Business Analysis, New Business Development, Restructuring, Fairness Opinions, Treasury Management, Helping Clients Succeed, Building Relationships, Transaction Processing, Deal Execution, Oil and Gas, Due Diligence, Equities, Mergers & Acquisitions, Bridge, Finance, LBO, Divestitures, M&A experience, Corporate Development, Venture Capital, Leveraged Finance, Financial Structuring, Growth Capital, Capital Raising, Mezzanine, Structured Finance, High Yield, Capital, Deal Sourcing, Negotiation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BSBA, Business
Glen Cove HIGH SCHOOL 1969 — 1973
TrueNorth Capital Partners LLC December 2009 - Present
Westbury Group LLC 2006 - 2009
Jesup & Lamont 2002 - 2005
Blaylock & Partners 2001 - 2002
Fieldstone Private Capital Group L.P. 1998 - 2000
Prudential Securities 1986 - 1999
Exxon Corporation 1979 - 1986
Citibank 1978 - 1979
Skills
Financial Services, Investment Banking, Private Equity, Energy, Mergers, Negotiating, Buy side M&A, Sell side M&A, Corporate Finance, Private Placements, Valuation, Business Valuation, Financial Analysis, Financial Modeling, Presentations, Business Strategy, Business Analysis, New Business Development, Restructuring, Fairness Opinions, Treasury Management, Helping Clients Succeed, Building Relationships, Transaction Processing, Deal Execution, Oil and Gas, Due Diligence, Equities, Mergers & Acquisitions, Bridge, Finance, LBO, Divestitures, M&A experience, Corporate Development, Venture Capital, Leveraged Finance, Financial Structuring, Growth Capital, Capital Raising, Mezzanine, Structured Finance, High Yield, Capital, Deal Sourcing, Negotiation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
BSBA, Business
Glen Cove HIGH SCHOOL 1969 — 1973
David Rattner David Rattner's Prudential Securities Experience 1992 - 2004
Job North Shore Advisory Inc.
Industry Primary/Secondary Education
Experience
North Shore Advisory, Inc. April 2015 - Present
National Bartenders School April 2005 - December 2013
Prudential Securities 1992 - 2004
Mabon Nugent 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Arbitrage Management Company 1982 - 1986
Drexel Burnham Lambert 1979 - 1982
Bache 1975 - 1979
Skills
Business Analysis, SDLC, IT Strategy, Strategic Planning, Vendor Management, Leadership, Program Management, Software Project..., Customer Service, Social Media
Education
Princeton University 1974 — 1975
MS, Computer Scince
Carnegie Mellon University 1970 — 1973
BS, Mathematics
North Shore Advisory, Inc. April 2015 - Present
National Bartenders School April 2005 - December 2013
Prudential Securities 1992 - 2004
Mabon Nugent 1989 - 1992
Drexel Burnham Lambert 1986 - 1989
Arbitrage Management Company 1982 - 1986
Drexel Burnham Lambert 1979 - 1982
Bache 1975 - 1979
Skills
Business Analysis, SDLC, IT Strategy, Strategic Planning, Vendor Management, Leadership, Program Management, Software Project..., Customer Service, Social Media
Education
Princeton University 1974 — 1975
MS, Computer Scince
Carnegie Mellon University 1970 — 1973
BS, Mathematics
James Maitland's Prudential Securities Experience July 1997 - December 2000
Job Director, Operational Risk Management and Control, Citigroup
Industry Financial Services
Experience
Citigroup, Inc. June 2010 - Present
Citigroup October 2009 - May 2010
Moline Capital Advisors, LLC January 2009 - October 2009
Citigroup June 2006 - August 2008
Credit Suisse (Credit Suisse First Boston) April 2005 - May 2006
MBIA Insurance Corporation January 2001 - December 2004
Prudential Securities July 1997 - December 2000
Bank of Tokyo-Mitsubishi June 1995 - June 1997
Barclays Capital January 1980 - May 1995
Skills
Credit Risk, Capital Markets, Corporate Finance, Risk Management, Microsoft Excel, PowerPoint, Structured Finance, Financial Analysis, Banking, Portfolio Management, Credit Analysis, Securitization, Financial Risk, Investment Banking, Operational Risk..., Due Diligence, Commercial Banking, Marketing, Debt Restructuring, Finance
Education
Case Western Reserve University
Masters
Northern Illinois University
Bachelors of Science
Northern Illinois University
MBA
Citigroup, Inc. June 2010 - Present
Citigroup October 2009 - May 2010
Moline Capital Advisors, LLC January 2009 - October 2009
Citigroup June 2006 - August 2008
Credit Suisse (Credit Suisse First Boston) April 2005 - May 2006
MBIA Insurance Corporation January 2001 - December 2004
Prudential Securities July 1997 - December 2000
Bank of Tokyo-Mitsubishi June 1995 - June 1997
Barclays Capital January 1980 - May 1995
Skills
Credit Risk, Capital Markets, Corporate Finance, Risk Management, Microsoft Excel, PowerPoint, Structured Finance, Financial Analysis, Banking, Portfolio Management, Credit Analysis, Securitization, Financial Risk, Investment Banking, Operational Risk..., Due Diligence, Commercial Banking, Marketing, Debt Restructuring, Finance
Education
Case Western Reserve University
Masters
Northern Illinois University
Bachelors of Science
Northern Illinois University
MBA
Boris Sery's Prudential Securities Experience February 1999 - October 2004
Job
Industry Information Technology and Services
Experience
Promotions.com January 2009 - June 2010
UBS Wealth Management November 2007 - February 2008
Prudential Equity Group June 2006 - August 2007
Canon USA August 2005 - June 2006
Prudential Securities February 1999 - October 2004
Skills
Software Development, Market Data, Trading Systems, Electronic Trading, SQL, XML, Requirements Analysis, Java, Databases, Product Management, Architecture, Business Analysis, Distributed Systems
Education
City University of New York-Brooklyn College 1996 — 1999
B.S. Computer Science
Promotions.com January 2009 - June 2010
UBS Wealth Management November 2007 - February 2008
Prudential Equity Group June 2006 - August 2007
Canon USA August 2005 - June 2006
Prudential Securities February 1999 - October 2004
Skills
Software Development, Market Data, Trading Systems, Electronic Trading, SQL, XML, Requirements Analysis, Java, Databases, Product Management, Architecture, Business Analysis, Distributed Systems
Education
City University of New York-Brooklyn College 1996 — 1999
B.S. Computer Science
Brian Richards's Prudential Securities Experience March 2000 - April 2001
Job Senior Manager, Partner Strategy at TrueCar, Inc.
Industry Internet
Experience
TrueCar, Inc. April 2014 - Present
Pogoseat and Parking Panda June 2013 - April 2014
Houlihan Lokey July 2011 - June 2013
Houlihan Lokey June 2010 - August 2010
KPMG US September 2003 - August 2009
Northern California Power Agency April 2001 - September 2003
Prudential Securities March 2000 - April 2001
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Risk Management, Securitization, Information Technology, Capital Markets, LBO, Equities, Business Valuation, Debt, Bloomberg, Structured Finance, Energy, Mergers, Acquisitions, Strategic Partnerships, Start-ups, Corporate Finance, Start-up Consulting, Sports, Entertainment, Business Strategy, Leadership, Team Leadership, Strategy, Automotive, Business Development, Partner Development, Strategic Planning, New Business Development
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, and Accounting
California State University-Sacramento 1998 — 2003
B.S., Finance
TrueCar, Inc. April 2014 - Present
Pogoseat and Parking Panda June 2013 - April 2014
Houlihan Lokey July 2011 - June 2013
Houlihan Lokey June 2010 - August 2010
KPMG US September 2003 - August 2009
Northern California Power Agency April 2001 - September 2003
Prudential Securities March 2000 - April 2001
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Risk Management, Securitization, Information Technology, Capital Markets, LBO, Equities, Business Valuation, Debt, Bloomberg, Structured Finance, Energy, Mergers, Acquisitions, Strategic Partnerships, Start-ups, Corporate Finance, Start-up Consulting, Sports, Entertainment, Business Strategy, Leadership, Team Leadership, Strategy, Automotive, Business Development, Partner Development, Strategic Planning, New Business Development
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, and Accounting
California State University-Sacramento 1998 — 2003
B.S., Finance
Michael K Goldberg's Prudential Securities Experience 2000 - 2001
Job Head of Compensation at Voya Investment Management
Industry Human Resources
Experience
Voya Investment Management (Formerly ING U.S. Investment Management: Rebranded May 2014) April 2014 - Present
ING Investment Managment October 2013 - April 2014
American Express May 2012 - October 2013
BlackRock September 2007 - March 2012
Citigroup 2002 - 2007
JPMorgan Chase 2001 - 2002
Prudential Securities 2000 - 2001
Next Jump 1999 - 2001
Deutsche Bank 1997 - 1999
Skills
Compensation, Quantitative Analysis, HR Policies, Organizational..., HR Strategy, Employee Engagement, Workforce Planning, Salary, Job Descriptions, HR Consulting, Executive Compensation, Job Evaluation, Qualitative Research, Incentive Programs, Quantitative Modeling, Quantitative Research, Deferred Compensation, Quantitative Analytics, Executive Pay, Personnel Management, Compensation Structures, Employee Benefits, Human Resources, Recruiting, Compensation & Benefit, Compensation, Mergers, Strategy
Education
New York University - Polytechnic School of Engineering
MS
Polytechnic University 1992 — 1994
Bachelor's degree
City University of New York-Brooklyn College
Public School
Voya Investment Management (Formerly ING U.S. Investment Management: Rebranded May 2014) April 2014 - Present
ING Investment Managment October 2013 - April 2014
American Express May 2012 - October 2013
BlackRock September 2007 - March 2012
Citigroup 2002 - 2007
JPMorgan Chase 2001 - 2002
Prudential Securities 2000 - 2001
Next Jump 1999 - 2001
Deutsche Bank 1997 - 1999
Skills
Compensation, Quantitative Analysis, HR Policies, Organizational..., HR Strategy, Employee Engagement, Workforce Planning, Salary, Job Descriptions, HR Consulting, Executive Compensation, Job Evaluation, Qualitative Research, Incentive Programs, Quantitative Modeling, Quantitative Research, Deferred Compensation, Quantitative Analytics, Executive Pay, Personnel Management, Compensation Structures, Employee Benefits, Human Resources, Recruiting, Compensation & Benefit, Compensation, Mergers, Strategy
Education
New York University - Polytechnic School of Engineering
MS
Polytechnic University 1992 — 1994
Bachelor's degree
City University of New York-Brooklyn College
Public School
Ernesto Arteta, CFA's Prudential Securities Experience September 1990 - May 1993
Job Vice President of Fixed Income
Industry Financial Services
Experience
Chicago Based Custodian Bank June 2007 - Present
Zeigler Lotsoff Capital Management April 2006 - May 2007
Lehman Brothers 2004 - 2006
Robert Morris University, Chicago, IL June 2002 - June 2004
JPMorgan Chase & Co. September 1995 - May 2004
International Trading Institute January 2001 - January 2003
Prudential Securities September 1990 - May 1993
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Asset Management, Investments, Bloomberg, Options, Hedge Funds, Valuation, Financial Modeling, FX Options, Risk Management, Alternative Investments, Investment Banking, Hedging, Series 7, Structured Products, Structured Finance
Education
The University of Chicago 1998 — 2000
MA, Latin American Studies
Carnegie Mellon University - Tepper School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Finance and Economics
Chicago Based Custodian Bank June 2007 - Present
Zeigler Lotsoff Capital Management April 2006 - May 2007
Lehman Brothers 2004 - 2006
Robert Morris University, Chicago, IL June 2002 - June 2004
JPMorgan Chase & Co. September 1995 - May 2004
International Trading Institute January 2001 - January 2003
Prudential Securities September 1990 - May 1993
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Portfolio Management, Trading, Asset Management, Investments, Bloomberg, Options, Hedge Funds, Valuation, Financial Modeling, FX Options, Risk Management, Alternative Investments, Investment Banking, Hedging, Series 7, Structured Products, Structured Finance
Education
The University of Chicago 1998 — 2000
MA, Latin American Studies
Carnegie Mellon University - Tepper School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and Economics
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Finance and Economics
Jamie Rachlin's Prudential Securities Experience January 1992 - May 1996
Job Experienced public finance professional with broad experience in taxexempt financing
Industry Public Policy
Experience
Griffin, Kubik, Stephens & Thompson, Inc. May 1996 - Present
Prudential Securities January 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Princeton University 1982 — 1984
MSE, Engineering
Brown University 1978 — 1982
BA, Mathematics, Computer Science
Griffin, Kubik, Stephens & Thompson, Inc. May 1996 - Present
Prudential Securities January 1992 - May 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Princeton University 1982 — 1984
MSE, Engineering
Brown University 1978 — 1982
BA, Mathematics, Computer Science
Juany Jardines's Prudential Securities Experience 1995 - 1999
Job Director, Surgery Informatics & Research Computing at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Memorial Sloan-Kettering Cancer Center November 2009 - Present
Memorial Sloan-Kettering Cancer Center March 1999 - March 2010
Prudential Securities 1995 - 1999
Bankers Trust 1982 - 1986
Touche Ross 1981 - 1982
Showtime 1980 - 1981
Skills
Healthcare Information..., Healthcare, Program Management, Strategic Planning, Project Management, Process Improvement, Security, Team Building, ITIL, Strategy, Change Management, Enterprise Architecture, Business Intelligence, Teaching, HIPAA, Quality Assurance, PeopleSoft, Integration, SharePoint, Disaster Recovery
Education
New York University 1984 — 1986
Atmospheric Science
City University of New York-Hunter College 1978 — 1982
BA, Environmental Science
Michael Chen PMP's Prudential Securities Experience 1998 - 1999
Job Manage the Debt and Equity Capital Market Revenue Reporting Applications
Industry Banking
Experience
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Chirag Shah, PMP, CSM's Prudential Securities Experience May 1999 - June 2000
Job Mobile Project Manager at Starwood Hotels
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. April 2015 - Present
ALM Media April 2011 - April 2015
ALM, Real Estate Media Group October 2007 - April 2011
ALM Media, Real Estate Media Group October 2005 - September 2007
VisEdge Design December 2002 - December 2006
Prudential Financial June 2000 - November 2002
Prudential Securities May 1999 - June 2000
HSBC Securities May 1998 - May 1999
Skills
Content Management, Web Analytics, Agile Project Management, E-commerce, Digital Media, Social Media, Project Management, User Experience, Agile Methodologies, Scrum, Web Development, Email Marketing, User Interface Design, Information Architecture, Mobile Applications, Mobile Devices, Content Strategy, CMS, Publishing, Digital Strategy, Analytics, Web Project Management, Product Management, Web Content Management, Production Deployment, Quality Assurance, Vendor Management, Strategic Planning, Planning Budgeting &..., Process Improvement, Business Analysis, Resource Management, Scope Management, Change Management, Requirements Gathering, Mobile Product..., SEO, Digital Marketing, Usability, Google Analytics, Mobile Marketing, Online Advertising, Mobile Internet, SEM, New Media, HTML, Usability Testing, Strategy, User Interface, Management
Education
Hunter College 2001 — 2003
New York University 1995 — 1998
Starwood Hotels & Resorts Worldwide, Inc. April 2015 - Present
ALM Media April 2011 - April 2015
ALM, Real Estate Media Group October 2007 - April 2011
ALM Media, Real Estate Media Group October 2005 - September 2007
VisEdge Design December 2002 - December 2006
Prudential Financial June 2000 - November 2002
Prudential Securities May 1999 - June 2000
HSBC Securities May 1998 - May 1999
Skills
Content Management, Web Analytics, Agile Project Management, E-commerce, Digital Media, Social Media, Project Management, User Experience, Agile Methodologies, Scrum, Web Development, Email Marketing, User Interface Design, Information Architecture, Mobile Applications, Mobile Devices, Content Strategy, CMS, Publishing, Digital Strategy, Analytics, Web Project Management, Product Management, Web Content Management, Production Deployment, Quality Assurance, Vendor Management, Strategic Planning, Planning Budgeting &..., Process Improvement, Business Analysis, Resource Management, Scope Management, Change Management, Requirements Gathering, Mobile Product..., SEO, Digital Marketing, Usability, Google Analytics, Mobile Marketing, Online Advertising, Mobile Internet, SEM, New Media, HTML, Usability Testing, Strategy, User Interface, Management
Education
Hunter College 2001 — 2003
New York University 1995 — 1998
Leonidas (Leo) Drogaris's Prudential Securities Experience December 1999 - February 2005
Job Solutions Focused, Data Driven, Leader
Industry Banking
Experience
Bank of America December 2014 - Present
Bank of America October 2010 - December 2014
Bank of America March 2008 - October 2010
Bank of America February 2005 - March 2008
Prudential Securities December 1999 - February 2005
GL Associates November 1997 - December 1999
Skills
Banking, Business Analysis, Vendor Management, SDLC, Business Intelligence, SQL, Six Sigma, Risk Management, Process Improvement, Analytics, SAS Programming, Reporting & Analysis, Reporting, MicroStrategy, Cognos, SSRS, SSAS 2008, SSIS, Mortgage Banking, Agile Methodologies, Team Leadership, Technical Leadership, Software Development, Strategic Planning, Leadership, Database Design, Dimensional Modeling, Performance Management, Mortgage Servicing, Technical Project...
Education
Brown University 1991 — 1995
Bachelor of Arts (BA)
University of South Florida 1996 — 1997
Stuyvesant High School 1987 — 1991
Bank of America December 2014 - Present
Bank of America October 2010 - December 2014
Bank of America March 2008 - October 2010
Bank of America February 2005 - March 2008
Prudential Securities December 1999 - February 2005
GL Associates November 1997 - December 1999
Skills
Banking, Business Analysis, Vendor Management, SDLC, Business Intelligence, SQL, Six Sigma, Risk Management, Process Improvement, Analytics, SAS Programming, Reporting & Analysis, Reporting, MicroStrategy, Cognos, SSRS, SSAS 2008, SSIS, Mortgage Banking, Agile Methodologies, Team Leadership, Technical Leadership, Software Development, Strategic Planning, Leadership, Database Design, Dimensional Modeling, Performance Management, Mortgage Servicing, Technical Project...
Education
Brown University 1991 — 1995
Bachelor of Arts (BA)
University of South Florida 1996 — 1997
Stuyvesant High School 1987 — 1991
Nick Trippel's Prudential Securities Experience 1990 - 2001
Job Director, SSCL at Hunter College
Industry Higher Education
Experience
Hunter College Research AssistantQueens College1990 - 2003
Prudential Securities 1990 - 2001
Skills
SPSS, Statistics, Qualitative Research, Research Design, Higher Education, Program Evaluation, Data Analysis, Research
Education
City University of New York-Hunter College
Hunter College Research AssistantQueens College1990 - 2003
Prudential Securities 1990 - 2001
Skills
SPSS, Statistics, Qualitative Research, Research Design, Higher Education, Program Evaluation, Data Analysis, Research
Education
City University of New York-Hunter College
Kristin Hetzer CMT's Prudential Securities Experience January 1994 - March 2001
Job Principal at Royal Palms Capital LLC and Owner, Royal Palms Capital LLC
Industry Financial Services
Experience
Royal Palms Capital LLC April 2005 - Present
UBS Financial Services, Inc March 2001 - March 2005
Prudential Securities January 1994 - March 2001
Prudential Securities January 1988 - March 2001
Kidder Peabody & Company January 1986 - January 1988
Merrill Lynch Pierce Fenner & Smith January 1982 - January 1986
Wyeth Laboratories January 1978 - January 1982
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Management, Management Consulting, Investments, Alternative Investments, Hedge Funds, Brokerage, Securities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Investment Management Analyst
College of Financial Planning 1987 — 1989
CFP, Financial Planning
California State University-Long Beach 1979 — 1981
economics, businesslaw, accounting and finance
Hope College 1974 — 1978
Bachelors of Arts, Biology
Royal Palms Capital LLC April 2005 - Present
UBS Financial Services, Inc March 2001 - March 2005
Prudential Securities January 1994 - March 2001
Prudential Securities January 1988 - March 2001
Kidder Peabody & Company January 1986 - January 1988
Merrill Lynch Pierce Fenner & Smith January 1982 - January 1986
Wyeth Laboratories January 1978 - January 1982
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Financial Advisory, Management, Management Consulting, Investments, Alternative Investments, Hedge Funds, Brokerage, Securities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Investment Management Analyst
College of Financial Planning 1987 — 1989
CFP, Financial Planning
California State University-Long Beach 1979 — 1981
economics, businesslaw, accounting and finance
Hope College 1974 — 1978
Bachelors of Arts, Biology
Eli Segel's Prudential Securities Experience June 2000 - August 2000
Job President, Edison Home Health Care
Industry Hospital & Health Care
Experience
Edison Home Health Care July 2008 - Present
Citigroup June 2001 - July 2008
Prudential Securities June 2000 - August 2000
Skills
Healthcare, Compliance, Home Care, Administration, System Administration, Healthcare Information..., HIPAA, Healthcare Industry, Healthcare Management, Budgets, Healthcare Consulting, Policy, Managed Care, Medicare, Medicaid, Access, Customer Service, Strategic Planning, EMR, Team Building, Revenue Cycle, Disaster Recovery, Training, Business Analysis, Nursing, Management, Program Management, Process Improvement, Public Speaking, Clinical Research, Hospitals, EHR, Software Documentation, Performance Improvement
Education
City University of New York-Brooklyn College 1998 — 2001
BS, Computer and Information Science
Edison Home Health Care July 2008 - Present
Citigroup June 2001 - July 2008
Prudential Securities June 2000 - August 2000
Skills
Healthcare, Compliance, Home Care, Administration, System Administration, Healthcare Information..., HIPAA, Healthcare Industry, Healthcare Management, Budgets, Healthcare Consulting, Policy, Managed Care, Medicare, Medicaid, Access, Customer Service, Strategic Planning, EMR, Team Building, Revenue Cycle, Disaster Recovery, Training, Business Analysis, Nursing, Management, Program Management, Process Improvement, Public Speaking, Clinical Research, Hospitals, EHR, Software Documentation, Performance Improvement
Education
City University of New York-Brooklyn College 1998 — 2001
BS, Computer and Information Science
Michael Grieci's Prudential Securities Experience 1998 - 2003
Job Director, Fixed Income Buy Side Product at Ipreo
Industry Capital Markets
Experience
Ipreo April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2009 - April 2014
Deutsche Bank Securities 2006 - 2009
Credit Suisse 2005 - 2006
Wachovia Bank 2003 - 2005
Prudential Securities 1998 - 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Equities, Bonds, Microsoft Office, Series 7, Series 63, Series 79, Project Management, MS Excel Pivot Tables, Syndicate, Investment Banking, Securitization, Financial Modeling, Hedge Funds, Investments, Portfolio Management, FINRA, Trading, Derivatives, Financial Services
Education
Fashion Institute of Technology 2004 — 2005
Computer Animation
City University of New York-College of Staten Island 1996 — 2000
Liberal Arts
Iona College 1994 — 1996
Ipreo April 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2009 - April 2014
Deutsche Bank Securities 2006 - 2009
Credit Suisse 2005 - 2006
Wachovia Bank 2003 - 2005
Prudential Securities 1998 - 2003
Skills
Capital Markets, Bloomberg, Fixed Income, Equities, Bonds, Microsoft Office, Series 7, Series 63, Series 79, Project Management, MS Excel Pivot Tables, Syndicate, Investment Banking, Securitization, Financial Modeling, Hedge Funds, Investments, Portfolio Management, FINRA, Trading, Derivatives, Financial Services
Education
Fashion Institute of Technology 2004 — 2005
Computer Animation
City University of New York-College of Staten Island 1996 — 2000
Liberal Arts
Iona College 1994 — 1996
Chrisanne Pettman's Prudential Securities Experience September 2001 - December 2001
Job Associate General Counsel at Coffman Specialties, Inc.
Industry Law Practice
Experience
Pettman household May 2014 - Present
Coffman Specialties, Inc. July 2010 - April 2014
Gray & Prouty January 2008 - July 2010
Garrison & McInnis, LLP April 2005 - December 2007
John Staunton, P.A. January 2003 - August 2004
Boston Asset Management 2002 - 2003
Prudential Securities September 2001 - December 2001
Skills
Corporate Law, Civil Litigation, Legal Research, Product Liability, Courts, Mediation, Personal Injury, Business Litigation, Personal Injury..., Litigation, Legal Writing, Trials
Education
California Western School of Law 2004 — 2007
JD
Eckerd College 2000 — 2002
International Business
Pettman household May 2014 - Present
Coffman Specialties, Inc. July 2010 - April 2014
Gray & Prouty January 2008 - July 2010
Garrison & McInnis, LLP April 2005 - December 2007
John Staunton, P.A. January 2003 - August 2004
Boston Asset Management 2002 - 2003
Prudential Securities September 2001 - December 2001
Skills
Corporate Law, Civil Litigation, Legal Research, Product Liability, Courts, Mediation, Personal Injury, Business Litigation, Personal Injury..., Litigation, Legal Writing, Trials
Education
California Western School of Law 2004 — 2007
JD
Eckerd College 2000 — 2002
International Business
Bob Gaffney's Prudential Securities Experience March 1980 - November 1984
Job Founder and President at Canterbury Business Solutions
Industry Banking
Experience
Canterbury Business Solutions January 2009 - Present
UBS Securities LLC October 2006 - December 2008
ABN AMRO Securities April 1997 - October 2006
CitiCorp/CitiBank November 1984 - April 1997
Prudential Securities March 1980 - November 1984
Skills
Risk Management, Strategic Planning, Cross-functional Team..., Derivatives, Mergers & Acquisitions, Equities, Entrepreneurship, Trading Systems, Investment Banking, Equity Derivatives, Program Management, Fixed Income, Change Management, Financial Markets, Management, Trading, Process Improvement, Business Process..., Business Development, Options, Leadership, Financial Services, FX Options, Commodity, Capital Markets, Hedge Funds, Finance, Alternative Investments, Investments, Securities, Emerging Markets, Analysis, Market Data, Private Equity, Financial Structuring, Hedging, Funding, Portfolio Management, Electronic Trading, Technical Analysis, Bloomberg, Financial Risk, Foreign Exchange, Bonds, Trading Strategies, Asset Management, Executive Management, Structured Products, Series 7, Financial Modeling
Education
City University of New York-Hunter College 1974 — 1979
BA, Business Management
Canterbury Business Solutions January 2009 - Present
UBS Securities LLC October 2006 - December 2008
ABN AMRO Securities April 1997 - October 2006
CitiCorp/CitiBank November 1984 - April 1997
Prudential Securities March 1980 - November 1984
Skills
Risk Management, Strategic Planning, Cross-functional Team..., Derivatives, Mergers & Acquisitions, Equities, Entrepreneurship, Trading Systems, Investment Banking, Equity Derivatives, Program Management, Fixed Income, Change Management, Financial Markets, Management, Trading, Process Improvement, Business Process..., Business Development, Options, Leadership, Financial Services, FX Options, Commodity, Capital Markets, Hedge Funds, Finance, Alternative Investments, Investments, Securities, Emerging Markets, Analysis, Market Data, Private Equity, Financial Structuring, Hedging, Funding, Portfolio Management, Electronic Trading, Technical Analysis, Bloomberg, Financial Risk, Foreign Exchange, Bonds, Trading Strategies, Asset Management, Executive Management, Structured Products, Series 7, Financial Modeling
Education
City University of New York-Hunter College 1974 — 1979
BA, Business Management
Peter Curialle's Prudential Securities Experience 1980 - 2005
Job Repo trader/manager
Industry Financial Services
Experience
Prudential Securities 1980 - 2005
Education
Hunter College 1970 — 1975
Prudential Securities 1980 - 2005
Education
Hunter College 1970 — 1975
Scott Bradford, CFA's Prudential Securities Experience 1997 - 1999
Job Partner at AltaRock Partners
Industry Investment Management
Experience
AltaRock Partners May 2002 - Present
Century Capital Management 1999 - 2002
Prudential Securities 1997 - 1999
Education
Brown University 1994 — 1997
BA Economics; BA Organizational Mgmt
AltaRock Partners May 2002 - Present
Century Capital Management 1999 - 2002
Prudential Securities 1997 - 1999
Education
Brown University 1994 — 1997
BA Economics; BA Organizational Mgmt
Dana Ferrarese Starzan's Prudential Securities Experience 1998 - 2000
Job Senior Paralegal at E*TRADE Financial Corp
Industry Legal Services
Experience
E*TRADE Financial Corp May 2000 - Present
Prudential Securities 1998 - 2000
Education
California State University-Chico 1991 — 1996
Bachelor of Arts (BA), Political Science, Legal Studies
E*TRADE Financial Corp May 2000 - Present
Prudential Securities 1998 - 2000
Education
California State University-Chico 1991 — 1996
Bachelor of Arts (BA), Political Science, Legal Studies
Bob Marmor's Prudential Securities Experience 1999 - 2003
Job Investments
Industry Financial Services
Experience
Prudential Securities 1999 - 2003
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Securities, Separately Managed..., 401k, Mutual Funds, Risk Management, Equities, Retirement, Retirement Planning, Financial Analysis, Investments, Investment Advisory, Asset Management, Portfolio Management
Education
California State University-Northridge 1974 — 1978
Ulysses S Grant High School 1971 — 1974
High School
Prudential Securities 1999 - 2003
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Securities, Separately Managed..., 401k, Mutual Funds, Risk Management, Equities, Retirement, Retirement Planning, Financial Analysis, Investments, Investment Advisory, Asset Management, Portfolio Management
Education
California State University-Northridge 1974 — 1978
Ulysses S Grant High School 1971 — 1974
High School
Bob Dym's Prudential Securities Experience 1987 - 1989
Job Entrepenuer / Business Owner
Industry Information Technology and Services
Experience
Franchise Business June 2008 - Present
UBS 2006 - December 2007
UBS Financial Services 1996 - 2007
PaineWebber/UBS 1996 - 2005
Chase 1989 - 1996
Prudential Securities 1987 - 1989
Education
City University of New York-Brooklyn College 1968 — 1973
Franchise Business June 2008 - Present
UBS 2006 - December 2007
UBS Financial Services 1996 - 2007
PaineWebber/UBS 1996 - 2005
Chase 1989 - 1996
Prudential Securities 1987 - 1989
Education
City University of New York-Brooklyn College 1968 — 1973
Cambrea Ezell's Prudential Securities Experience February 1998 - August 2000
Job Managing Director, Reign Capital
Industry Investment Management
Experience
Reign Capital March 2004 - Present
FTI Consulting 2014 - 2015
Goldman Sachs September 2000 - January 2004
Prudential Securities February 1998 - August 2000
Texas Senate May 1990 - August 1992
Skills
Business Development, Portfolio Management, Financial Modeling, Management, Strategic Planning, Asset Management, Leadership, Investment Banking, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Corporate Finance, Entrepreneurship, Investments, Finance, Investment Management, Foreign Exchange, Mergers & Acquisitions, Social Media, Valuation, Public Relations, Integrity, Family Office, Private Foundations, Business Strategy, Marketing Strategy, New Business Development, Public Speaking, Research, Equities, ETFs, Securities, Proprietary Trading, Bonds, Options, Capital Markets, Derivatives, Trading Strategies, Hedging, Corporate Development, Product Development
Education
City University of New York School of Law at Queens College 1992 — 1995
Juris Doctor (J.D.)
Texas Tech University 1985 — 1990
Bachelor's Degree, Political Science and Government
Reign Capital March 2004 - Present
FTI Consulting 2014 - 2015
Goldman Sachs September 2000 - January 2004
Prudential Securities February 1998 - August 2000
Texas Senate May 1990 - August 1992
Skills
Business Development, Portfolio Management, Financial Modeling, Management, Strategic Planning, Asset Management, Leadership, Investment Banking, Private Equity, Venture Capital, Alternative Investments, Hedge Funds, Corporate Finance, Entrepreneurship, Investments, Finance, Investment Management, Foreign Exchange, Mergers & Acquisitions, Social Media, Valuation, Public Relations, Integrity, Family Office, Private Foundations, Business Strategy, Marketing Strategy, New Business Development, Public Speaking, Research, Equities, ETFs, Securities, Proprietary Trading, Bonds, Options, Capital Markets, Derivatives, Trading Strategies, Hedging, Corporate Development, Product Development
Education
City University of New York School of Law at Queens College 1992 — 1995
Juris Doctor (J.D.)
Texas Tech University 1985 — 1990
Bachelor's Degree, Political Science and Government
Bill Rutland's Prudential Securities Experience 1986 - 1994
Job Senior Sales Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ November 2007 - Present
TradeWeb 2000 - 2007
RW Pressprich 1994 - 2000
Prudential Securities 1986 - 1994
Skills
Capital Markets, Credit, New Business Development, Credit Derivatives, Fixed Income, CDS, Hedge Funds, Financial Services, Electronic Trading, Derivatives, Bonds, Trading Systems, Financial Markets, Swaps, Market Data, Relationship Management, Reference Data
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance
Bucknell University 1978 — 1982
BSBA, Accounting + Finance
S&P Capital IQ November 2007 - Present
TradeWeb 2000 - 2007
RW Pressprich 1994 - 2000
Prudential Securities 1986 - 1994
Skills
Capital Markets, Credit, New Business Development, Credit Derivatives, Fixed Income, CDS, Hedge Funds, Financial Services, Electronic Trading, Derivatives, Bonds, Trading Systems, Financial Markets, Swaps, Market Data, Relationship Management, Reference Data
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance
Bucknell University 1978 — 1982
BSBA, Accounting + Finance
Delia Tarlea's Prudential Securities Experience June 1999 - June 2002
Job Manager Production Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities January 2006 - October 2009
Banc of America Securities June 2002 - January 2005
Prudential Securities June 1999 - June 2002
Education
City University of New York-Hunter College
BNP Paribas October 2008 - Present
Banc of America Securities January 2006 - October 2009
Banc of America Securities June 2002 - January 2005
Prudential Securities June 1999 - June 2002
Education
City University of New York-Hunter College
Christopher Kulas's Prudential Securities Experience June 2001 - June 2002
Job Principal at 22'nd Century Consulting
Industry Financial Services
Experience
22'nd Century Consulting January 2003 - Present
22'nd Century Consulting January 2003 - Present
Prudential Securities June 2001 - June 2002
Bank One, Capital Markets Group November 1994 - December 1998
State Street Bank & Trust Company January 1989 - October 1994
First Interstate Bank January 1987 - January 1989
Valuation Research Corporation January 1986 - January 1987
Union Bank of California January 1982 - January 1986
Education
California State University-Northridge
B.S, Business Administration & Marketing
22'nd Century Consulting January 2003 - Present
22'nd Century Consulting January 2003 - Present
Prudential Securities June 2001 - June 2002
Bank One, Capital Markets Group November 1994 - December 1998
State Street Bank & Trust Company January 1989 - October 1994
First Interstate Bank January 1987 - January 1989
Valuation Research Corporation January 1986 - January 1987
Union Bank of California January 1982 - January 1986
Education
California State University-Northridge
B.S, Business Administration & Marketing
Michael A. Ranieri's Prudential Securities Experience April 1984 - September 1989
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1989 - Present
Prudential Securities April 1984 - September 1989
IBM March 1983 - March 1984
Skills
Series 7, Process Improvement, Customer Relations, Operations Management, Equities, Customer Service, Risk Management, Series 63, Securities, Trading Systems, Vendor Management, Mutual Funds, Financial Analysis, Banking, Series 24, Options
Education
Saint John's University 1987 — 1990
MBA, Business
City University of New York-College of Staten Island 1979 — 1983
Bachelor's degree, Economics
Fidelity Investments September 1989 - Present
Prudential Securities April 1984 - September 1989
IBM March 1983 - March 1984
Skills
Series 7, Process Improvement, Customer Relations, Operations Management, Equities, Customer Service, Risk Management, Series 63, Securities, Trading Systems, Vendor Management, Mutual Funds, Financial Analysis, Banking, Series 24, Options
Education
Saint John's University 1987 — 1990
MBA, Business
City University of New York-College of Staten Island 1979 — 1983
Bachelor's degree, Economics
Cambrea Ezell's Prudential Securities Experience 1998 - 2000
Job CEO, Reign Capital
Industry Investment Management
Experience
Judges for Justice January 2014 - Present
Reign Capital April 2004 - Present
Goldman Sachs 2000 - 2004
Prudential Securities 1998 - 2000
Sen. Rodney Ellis, Texas Senate 1990 - 1992
Skills
Hedge Funds, Equities, Financial Analysis, Investments, Investment Banking, Private Equity, Business Development, Investment Management, Financial Modeling, Asset Management, Venture Capital, Banking, Mergers & Acquisitions, Corporate Finance, Derivatives, Foreign Exchange
Education
City University of New York School of Law at Queens College 1992 — 1995
JD, Banking, Corporate, Finance, and Securities Law
Texas Tech University 1985 — 1990
BA, Political Science, English, Economics
Judges for Justice January 2014 - Present
Reign Capital April 2004 - Present
Goldman Sachs 2000 - 2004
Prudential Securities 1998 - 2000
Sen. Rodney Ellis, Texas Senate 1990 - 1992
Skills
Hedge Funds, Equities, Financial Analysis, Investments, Investment Banking, Private Equity, Business Development, Investment Management, Financial Modeling, Asset Management, Venture Capital, Banking, Mergers & Acquisitions, Corporate Finance, Derivatives, Foreign Exchange
Education
City University of New York School of Law at Queens College 1992 — 1995
JD, Banking, Corporate, Finance, and Securities Law
Texas Tech University 1985 — 1990
BA, Political Science, English, Economics
Ricardo Higuchi AIF®'s Prudential Securities Experience May 1999 - November 2000
Job Financial Advisor Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
John Mangels's Prudential Securities Experience 1967 - 1977
Job President, Automated Health Accounts, Inc.
Industry Health, Wellness and Fitness
Experience
Automated Health Accounts, Inc. January 1992 - Present
Delta Dental Plan of Virginia 1980 - 1987
Pennsylvania Blue Shield 1977 - 1980
Prudential Securities 1967 - 1977
Education
City University of New York 1963 — 1967
Automated Health Accounts, Inc. January 1992 - Present
Delta Dental Plan of Virginia 1980 - 1987
Pennsylvania Blue Shield 1977 - 1980
Prudential Securities 1967 - 1977
Education
City University of New York 1963 — 1967
Andrey Damsky's Prudential Securities Experience June 1996 - July 2003
Job Sr. Product Implementation Engineer at Information Builders
Industry Information Technology and Services
Experience
Information Builders August 2005 - August 2010
Wachovia Securities July 2003 - December 2004
Prudential Securities June 1996 - July 2003
Skills
Quality Assurance
Education
Pace University 2000 — 2004
MBA, Finance
Brooklyn College 1993 — 1996
BS, Computer & Informational Science
Information Builders August 2005 - August 2010
Wachovia Securities July 2003 - December 2004
Prudential Securities June 1996 - July 2003
Skills
Quality Assurance
Education
Pace University 2000 — 2004
MBA, Finance
Brooklyn College 1993 — 1996
BS, Computer & Informational Science
Cynthia Cutforth's Prudential Securities Experience 1984 - 1997
Job Financial Services Industry Management
Industry Financial Services
Experience
Merrill Lynch July 2011 - August 2012
UBS October 2009 - July 2011
UBS April 2000 - October 2009
Prudential Securities 1984 - 1997
Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities
Education
California State University-Fullerton 1976 — 1979
Bachelor of Science, Child Development
Merrill Lynch July 2011 - August 2012
UBS October 2009 - July 2011
UBS April 2000 - October 2009
Prudential Securities 1984 - 1997
Skills
Asset Management, Financial Services, Business Planning, Asset Allocation, Wealth Management, Staff Development, Training, Equities, Investments, Compliance, Series 7, Recruiting, Staff Management, Portfolio Management, FINRA, Operations Management, Finance, Mentoring, Client Relations Skills, Series 65, Series 63, Education, Notary Public, Series 8, Series 3, Alternative Investments, Financial Planning, Mutual Funds, Securities
Education
California State University-Fullerton 1976 — 1979
Bachelor of Science, Child Development
James Diao's Prudential Securities Experience 1985 - 1994
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
Jamie Bankhurst's Prudential Securities Experience 2000 - 2004
Job Institutional Equity Sales
Industry Financial Services
Experience
Longbow Research March 2004 - Present
Prudential Securities 2000 - 2004
Midwest Research 1996 - 2000
Apple 1988 - 1995
General Dynamics 1982 - 1987
Skills
Equities, Equity Valuation, Series 7, Equity Research, Series 63
Education
Case Western Reserve University
BSEE, Electrical Engineering
Longbow Research March 2004 - Present
Prudential Securities 2000 - 2004
Midwest Research 1996 - 2000
Apple 1988 - 1995
General Dynamics 1982 - 1987
Skills
Equities, Equity Valuation, Series 7, Equity Research, Series 63
Education
Case Western Reserve University
BSEE, Electrical Engineering
Francis Gurney's Prudential Securities Experience 1994 - 1997
Job Sr. Programmer Analyst at Mellon Financial
Industry Banking
Experience
Bank of New York Mellon April 1997 - Present
Prudential Securities 1994 - 1997
Education
John Jay College of Criminal Justice 1976 — 1980
BS, Criminal Justice
Bank of New York Mellon April 1997 - Present
Prudential Securities 1994 - 1997
Education
John Jay College of Criminal Justice 1976 — 1980
BS, Criminal Justice
Morris N. Symson's Prudential Securities Experience January 1988 - February 1995
Job Senior Portfolio Manager at Pacific Point Asset Management
Industry Investment Management
Experience
Pacific Point Asset Management March 2014 - Present
UBS Wealth Management February 1995 - February 2014
Prudential Securities January 1988 - February 1995
EF Hutton & Company August 1973 - December 1987
Skills
Due Diligence, Retirement Planning, Portfolio Management, Wealth Management, Series 7, Equities, Financial Analysis, Asset Management, Strategic Planning, Asset Allocation, Series 63
Education
California State University-Northridge
Bachelor of Business Administration (BBA)
Pacific Point Asset Management March 2014 - Present
UBS Wealth Management February 1995 - February 2014
Prudential Securities January 1988 - February 1995
EF Hutton & Company August 1973 - December 1987
Skills
Due Diligence, Retirement Planning, Portfolio Management, Wealth Management, Series 7, Equities, Financial Analysis, Asset Management, Strategic Planning, Asset Allocation, Series 63
Education
California State University-Northridge
Bachelor of Business Administration (BBA)
Jessica Fried Maggio's Prudential Securities Experience September 1998 - November 1999
Job Program Communications Manager at Express Scripts (formerly Medco)
Industry Pharmaceuticals
Experience
Express Scripts January 2004 - Present
Medco Health Solutions, Inc November 1998 - Present
Medco November 1999 - January 2004
Prudential Securities September 1998 - November 1999
Skills
Pharmacy Benefit..., Account Management, Cross-functional Team..., Strategic Planning, Healthcare, Contract Negotiation, Product Management, Marketing Communications, Customer Service, Process Improvement, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Management, Medicare Part D, Marketing Strategy, Contract Management, Budgets, Marketing, Advertising, Managed Care
Education
CUNY-College of Staten Island 1993 — 1998
Bachelors of Science, Business Management
City University of New York-College of Staten Island 1993 — 1998
Bachelors, Business Management
Express Scripts January 2004 - Present
Medco Health Solutions, Inc November 1998 - Present
Medco November 1999 - January 2004
Prudential Securities September 1998 - November 1999
Skills
Pharmacy Benefit..., Account Management, Cross-functional Team..., Strategic Planning, Healthcare, Contract Negotiation, Product Management, Marketing Communications, Customer Service, Process Improvement, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Management, Medicare Part D, Marketing Strategy, Contract Management, Budgets, Marketing, Advertising, Managed Care
Education
CUNY-College of Staten Island 1993 — 1998
Bachelors of Science, Business Management
City University of New York-College of Staten Island 1993 — 1998
Bachelors, Business Management
Ronald Greenfield's Prudential Securities Experience 1986 - 1994
Job Actively seeking full time position or consulting role in Security Operations.
Industry Financial Services
Experience
Nomura Securities April 2011 - October 2013
Macquarie Capital (USA) Inc August 2009 - November 2010
ABN AMRO January 2002 - November 2008
National Investor Services May 1997 - January 2002
GRUNTAL & COMPANY 1995 - 1997
Prudential Securities 1986 - 1994
Skills
Fixed Income, Securities, Equities, Trading, Financial Risk, Derivatives, Operational Risk, Finance, Investment Banking, Middle Office, Operations Management, Mutual Funds, Back Office, Capital Markets, Financial Services, Options, Securities Lending, Prime Brokerage, Bloomberg, Trading Systems, FX Options, Securities Regulation, Account Reconciliation, Operational Risk..., Nostro Reconciliation, Financial Markets, Corporate Actions, Swaps, Credit Derivatives, Bonds, Funding, Interest Rate..., Equity Trading, Market Data, P&L reconciliation, Settlement, Asset Management, Internal Controls, Structured Products, Electronic Trading, Collateral Management, AML, Market Risk, Series 7, Alternative Investments, Emerging Markets, Portfolio Management, Operations Control, P&L Management, Credit
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting-Economics
Kingsborough Community College 1982 — 1983
Accounting
Nomura Securities April 2011 - October 2013
Macquarie Capital (USA) Inc August 2009 - November 2010
ABN AMRO January 2002 - November 2008
National Investor Services May 1997 - January 2002
GRUNTAL & COMPANY 1995 - 1997
Prudential Securities 1986 - 1994
Skills
Fixed Income, Securities, Equities, Trading, Financial Risk, Derivatives, Operational Risk, Finance, Investment Banking, Middle Office, Operations Management, Mutual Funds, Back Office, Capital Markets, Financial Services, Options, Securities Lending, Prime Brokerage, Bloomberg, Trading Systems, FX Options, Securities Regulation, Account Reconciliation, Operational Risk..., Nostro Reconciliation, Financial Markets, Corporate Actions, Swaps, Credit Derivatives, Bonds, Funding, Interest Rate..., Equity Trading, Market Data, P&L reconciliation, Settlement, Asset Management, Internal Controls, Structured Products, Electronic Trading, Collateral Management, AML, Market Risk, Series 7, Alternative Investments, Emerging Markets, Portfolio Management, Operations Control, P&L Management, Credit
Education
City University of New York-Brooklyn College 1983 — 1984
Accounting-Economics
Kingsborough Community College 1982 — 1983
Accounting
Linda Ebrahim's Prudential Securities Experience 2001 - 2004
Job Head of Municipal Risk at Dexia Crédit Local
Industry Financial Services
Experience
Dexia Crédit Local November 2013 - Present
Emigrant Bank May 2011 - November 2013
MBIA January 2007 - 2011
US Trust 2004 - 2007
Prudential Securities 2001 - 2004
Moody's 1994 - 2001
NYC OMB 1990 - 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Portfolio Management, Public Finance, Investments, Derivatives, Financial Services, Finance, Alternative Investments, Project Finance, Financial Structuring, Bonds, Securitization, Credit, Bloomberg, Financial Risk, Underwriting
Education
John Jay College of Criminal Justice
Master of Public Administration (M.P.A.)
Hunter College
Bachelor of Arts (B.A.)
Dexia Crédit Local November 2013 - Present
Emigrant Bank May 2011 - November 2013
MBIA January 2007 - 2011
US Trust 2004 - 2007
Prudential Securities 2001 - 2004
Moody's 1994 - 2001
NYC OMB 1990 - 1994
Skills
Fixed Income, Capital Markets, Credit Analysis, Credit Risk, Portfolio Management, Public Finance, Investments, Derivatives, Financial Services, Finance, Alternative Investments, Project Finance, Financial Structuring, Bonds, Securitization, Credit, Bloomberg, Financial Risk, Underwriting
Education
John Jay College of Criminal Justice
Master of Public Administration (M.P.A.)
Hunter College
Bachelor of Arts (B.A.)
Pam McLaughlin's Prudential Securities Experience October 1989 - December 2001
Job Accounting Manager at Keter Environmental Services
Industry Financial Services
Experience
Keter Environmental Services April 2013 - Present
Mullaney Trust April 2009 - August 2012
Prudential Securities October 1989 - December 2001
Skills
FINRA, Middle Office, FX Operations, Corporate Actions, Data Reconciliation, Bank Reconciliation, Portfolio Management, International Project...
Education
Bucknell University 1985 — 1989
BA, Mathematics and German
Keter Environmental Services April 2013 - Present
Mullaney Trust April 2009 - August 2012
Prudential Securities October 1989 - December 2001
Skills
FINRA, Middle Office, FX Operations, Corporate Actions, Data Reconciliation, Bank Reconciliation, Portfolio Management, International Project...
Education
Bucknell University 1985 — 1989
BA, Mathematics and German
Charles Barresi, Jr., CAMS, CHS-II, DABCHS's Prudential Securities Experience 1992 - 1996
Job Vice President Compliance at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Royal Alliance & Associates 1996 - 1999
Prudential Securities 1992 - 1996
Skills
Securities, FINRA, CAMS, Anti Money Laundering, AML, Series 24, Series 63, Series 7, Risk Management, OFAC, Securities Regulation, USA PATRIOT Act, KYC, SEC, Bank Secrecy Act, Financial Services, Asset Management, Sanction, Series 65, Financial Institutions, Investment Advisory, Dodd-Frank, Financial Risk, Hedge Funds, Financial Markets, Options, Fixed Income, Wealth Management, Capital Markets, Fraud, Due Diligence, Operational Risk..., Alternative Investments, Broker-Dealer, Equities, Mutual Funds, Operational Risk, Certified Anti-Money..., FCPA, Financial Regulation, Investment Management, ETFs, Investments, Wealth Management..., Trading, Equity Trading, Uniform Combined State..., Retirement Planning
Education
City University of New York-College of Staten Island
BA, AA, AAS, Economics
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Park Avenue Securities November 1999 - Present
Royal Alliance & Associates 1996 - 1999
Prudential Securities 1992 - 1996
Skills
Securities, FINRA, CAMS, Anti Money Laundering, AML, Series 24, Series 63, Series 7, Risk Management, OFAC, Securities Regulation, USA PATRIOT Act, KYC, SEC, Bank Secrecy Act, Financial Services, Asset Management, Sanction, Series 65, Financial Institutions, Investment Advisory, Dodd-Frank, Financial Risk, Hedge Funds, Financial Markets, Options, Fixed Income, Wealth Management, Capital Markets, Fraud, Due Diligence, Operational Risk..., Alternative Investments, Broker-Dealer, Equities, Mutual Funds, Operational Risk, Certified Anti-Money..., FCPA, Financial Regulation, Investment Management, ETFs, Investments, Wealth Management..., Trading, Equity Trading, Uniform Combined State..., Retirement Planning
Education
City University of New York-College of Staten Island
BA, AA, AAS, Economics
Carl Seligson's Prudential Securities Experience 1994 - 1997
Job Chairman of UTILITY FINANCIAL EXPERTS
Industry Utilities
Experience
Utility Financial Experts 2009 - Present
Carnegie Hill Tower 2005 - 2012
GF Energy, LLC 2002 - 2009
Edison Electric Institute 2002 - 2009
energyLeader.com 2000 - 2001
Accenture Inc. / Andersen Consulting LLP 1996 - 2000
Prudential Securities 1994 - 1997
Kidder Peabody 1987 - 1990
Merrill Lynch 1971 - 1987
Skills
Smart Grid, Renewable Energy, Energy Efficiency, Strategic Planning, Management Consulting, Environmental Policy, Mergers, Due Diligence, Mergers & Acquisitions, Energy, Financial Analysis, Energy Policy, Electric Power, Business Development, Program Management, Analysis, Policy Analysis, Financial Modeling, Electricity Markets, Strategy, Power Generation, Natural Gas, Energy Markets, Demand Response, Investments, Finance, Alternative Energy, Commodity Markets, Smart Metering, Solar Energy, Nuclear, Start-ups, Climate Change, Energy Management, Legislation, Policy, Environmental Awareness, Legislative Relations, Management, Public Policy, Risk Management, Photovoltaics, Sustainable Energy, Sustainability, Project Finance, Wind, Economics, Energy Industry, Cleantech, Power Plants
Education
Brown University 1952 — 1956
A.B., Economics
Horace Mann School 1948 — 1952
High School/Secondary Diplomas and Certificates
Utility Financial Experts 2009 - Present
Carnegie Hill Tower 2005 - 2012
GF Energy, LLC 2002 - 2009
Edison Electric Institute 2002 - 2009
energyLeader.com 2000 - 2001
Accenture Inc. / Andersen Consulting LLP 1996 - 2000
Prudential Securities 1994 - 1997
Kidder Peabody 1987 - 1990
Merrill Lynch 1971 - 1987
Skills
Smart Grid, Renewable Energy, Energy Efficiency, Strategic Planning, Management Consulting, Environmental Policy, Mergers, Due Diligence, Mergers & Acquisitions, Energy, Financial Analysis, Energy Policy, Electric Power, Business Development, Program Management, Analysis, Policy Analysis, Financial Modeling, Electricity Markets, Strategy, Power Generation, Natural Gas, Energy Markets, Demand Response, Investments, Finance, Alternative Energy, Commodity Markets, Smart Metering, Solar Energy, Nuclear, Start-ups, Climate Change, Energy Management, Legislation, Policy, Environmental Awareness, Legislative Relations, Management, Public Policy, Risk Management, Photovoltaics, Sustainable Energy, Sustainability, Project Finance, Wind, Economics, Energy Industry, Cleantech, Power Plants
Education
Brown University 1952 — 1956
A.B., Economics
Horace Mann School 1948 — 1952
High School/Secondary Diplomas and Certificates
Len Blum's Prudential Securities Experience 1987 - 1999
Job Managing Partner at Blum Capital Advisors, LLC
Industry Investment Banking
Experience
Blum Capital Advisors, LLC July 2014 - Present
Westwood Capital, LLC May 1999 - July 2014
New York University May 2005 - 2013
Prudential Securities 1987 - 1999
Prudential Global Funding May 1987 - May 1988
First Interstate Bank 1986 - 1986
Skills
Structured Finance, Securitization, Capital Markets, Investment Banking, Fixed Income, Private Equity, Valuation, Private Placements, Due Diligence, ABS, MBS, Investments, Mergers, Financial Structuring, Hedge Funds, Corporate Finance, Finance, Mergers & Acquisitions, Derivatives, Equities, Risk Management, Financial Modeling, Financial Analysis, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
California State University-Northridge 2002 — 2004
Master of Arts (M.A.)
California State University-Northridge
Bachelor's degree
Blum Capital Advisors, LLC July 2014 - Present
Westwood Capital, LLC May 1999 - July 2014
New York University May 2005 - 2013
Prudential Securities 1987 - 1999
Prudential Global Funding May 1987 - May 1988
First Interstate Bank 1986 - 1986
Skills
Structured Finance, Securitization, Capital Markets, Investment Banking, Fixed Income, Private Equity, Valuation, Private Placements, Due Diligence, ABS, MBS, Investments, Mergers, Financial Structuring, Hedge Funds, Corporate Finance, Finance, Mergers & Acquisitions, Derivatives, Equities, Risk Management, Financial Modeling, Financial Analysis, Securities
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance
California State University-Northridge 2002 — 2004
Master of Arts (M.A.)
California State University-Northridge
Bachelor's degree
Joseph Kassis's Prudential Securities Experience 1988 - 1993
Job Coordinator in Training at Aflac
Industry Insurance
Experience
Aflac ManagerHelzberg2004 - 2007
Osterman 1996 - 2004
Kay Jewelers 1996 - 2004
Combined Insurance 1993 - 1996
Prudential Securities 1988 - 1993
Education
City University of New York-Brooklyn College 1986 — 1988
Aflac ManagerHelzberg2004 - 2007
Osterman 1996 - 2004
Kay Jewelers 1996 - 2004
Combined Insurance 1993 - 1996
Prudential Securities 1988 - 1993
Education
City University of New York-Brooklyn College 1986 — 1988
Frank Panettieri's Prudential Securities Experience March 2000 - October 2001
Job Senior Software Engineer at BAE Systems
Industry Defense & Space
Experience
BAE Systems October 2007 - September 2009
Northrop Grumman Corporation January 2004 - October 2007
Fiducial October 2001 - September 2003
Prudential Securities March 2000 - October 2001
Education
LIU Post 2006 — 2011
MBA, Business
City University of New York-College of Staten Island 1996 — 2002
MS, Computer Science
New York University - Polytechnic School of Engineering 1988 — 1992
BS, Electrical Engineering
BAE Systems October 2007 - September 2009
Northrop Grumman Corporation January 2004 - October 2007
Fiducial October 2001 - September 2003
Prudential Securities March 2000 - October 2001
Education
LIU Post 2006 — 2011
MBA, Business
City University of New York-College of Staten Island 1996 — 2002
MS, Computer Science
New York University - Polytechnic School of Engineering 1988 — 1992
BS, Electrical Engineering
Cintra Bedassie's Prudential Securities Experience June 2000 - March 2002
Job Operations at Credit Suisse
Industry Financial Services
Experience
Barclays Wealth January 2013 - December 2013
Barclay Wealth June 2010 - December 2012
Barclays Wealth / Lehman Brothers May 2005 - September 2010
Wachovia Securities / Prudential Securities March 2002 - October 2004
Prudential Securities June 2000 - March 2002
Prudential Securities October 1993 - June 2000
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Capital Markets, Securities
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Barclays Wealth January 2013 - December 2013
Barclay Wealth June 2010 - December 2012
Barclays Wealth / Lehman Brothers May 2005 - September 2010
Wachovia Securities / Prudential Securities March 2002 - October 2004
Prudential Securities June 2000 - March 2002
Prudential Securities October 1993 - June 2000
Skills
Equities, Hedge Funds, Fixed Income, Asset Management, Bloomberg, Wealth Management, Portfolio Management, Capital Markets, Securities
Education
City University of New York-Hunter College 2007 — 2010
BA, Economics
Rick Mudrinich's Prudential Securities Experience June 1998 - April 2000
Job Principal at Mudrinich Ventures
Industry Investment Management
Experience
Mudrinich Ventures May 2003 - Present
IBM Global Services September 2006 - June 2007
Wachovia Securities, LLC June 2005 - April 2006
Foresight Science & Technology December 2004 - September 2005
Morgan Stanley March 2002 - March 2003
Citi Group January 2001 - November 2001
Cambridge Technology Partners April 2000 - November 2000
Prudential Securities June 1998 - April 2000
Salomon Smith Barney February 1998 - June 1998
Bear Stearns August 1993 - December 1997
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Marketing and Finance
Penn State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Mudrinich Ventures May 2003 - Present
IBM Global Services September 2006 - June 2007
Wachovia Securities, LLC June 2005 - April 2006
Foresight Science & Technology December 2004 - September 2005
Morgan Stanley March 2002 - March 2003
Citi Group January 2001 - November 2001
Cambridge Technology Partners April 2000 - November 2000
Prudential Securities June 1998 - April 2000
Salomon Smith Barney February 1998 - June 1998
Bear Stearns August 1993 - December 1997
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Marketing and Finance
Penn State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Kevin Schoening's Prudential Securities Experience 1997 - 2000
Job Vice President Business Development at Bradley Tanks Inc
Industry Commercial Real Estate
Experience
Bradley Tanks Inc July 2014 - Present
KBS Capital Markets Group May 2014 - July 2014
KBS Capital Advisors January 2010 - May 2014
WMD Capital, LLC 2001 - 2009
Pacific Group Investments, LLC 2004 - 2008
Prudential Securities 1997 - 2000
Nomura Securities March 1994 - 1997
Education
California State University-Sacramento 1976 — 1980
BA, Economics / Finance
California Lutheran University
Bradley Tanks Inc July 2014 - Present
KBS Capital Markets Group May 2014 - July 2014
KBS Capital Advisors January 2010 - May 2014
WMD Capital, LLC 2001 - 2009
Pacific Group Investments, LLC 2004 - 2008
Prudential Securities 1997 - 2000
Nomura Securities March 1994 - 1997
Education
California State University-Sacramento 1976 — 1980
BA, Economics / Finance
California Lutheran University
Sal Mohamed's Prudential Securities Experience May 1998 - August 2002
Job Network Engineering Specialist at Prudential Financial
Industry Telecommunications
Experience
Prudential Financial June 1997 - Present
Prudential Securities May 1998 - August 2002
Skills
IT Strategy, Vendor Management, Disaster Recovery, Network Engineering, Data Center, Security, Business Continuity, IT Management, Visio, Integration, Network Security, SDLC, IT Operations, Cisco Technologies, Enterprise Architecture, Network Design, Business Analysis, Networking, VoIP, Servers, System Administration
Education
Stevens Institute of Technology (Summa Cum Laude) 2007 — 2009
MSIS, Information Systems (Summa Cum Laude)
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Global Knowledge
Prudential Financial June 1997 - Present
Prudential Securities May 1998 - August 2002
Skills
IT Strategy, Vendor Management, Disaster Recovery, Network Engineering, Data Center, Security, Business Continuity, IT Management, Visio, Integration, Network Security, SDLC, IT Operations, Cisco Technologies, Enterprise Architecture, Network Design, Business Analysis, Networking, VoIP, Servers, System Administration
Education
Stevens Institute of Technology (Summa Cum Laude) 2007 — 2009
MSIS, Information Systems (Summa Cum Laude)
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Global Knowledge
Alan R. Olson's Prudential Securities Experience April 1989 - January 1992
Job President, Financial Planner at Olsinvest Financial
Industry Investment Management
Experience
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Olsinvest Financial June 2003 - Present
BSR Inc. October 2009 - Present
Legg Mason May 2000 - June 2003
A.G. Edwards & Sons, Inc. January 1992 - May 2000
Prudential Securities April 1989 - January 1992
G.K. Scott & Co., Inc July 1988 - April 1989
Skills
Financial Planning, Investments, Insurance, Auto Racing, Executive Protection, Security Training, Personal Security, Tactics, Strategic Planning
Education
Florida Atlantic University 1983 — 1984
NA
Palm Beach Community College 1982 — 1983
n/a
Broward College 1980 — 1981
N/A
Scott Heller's Prudential Securities Experience April 1987 - August 1990
Job First Vice President at Citibank
Industry Real Estate
Experience
Citibank September 1990 - Present
Prudential Securities April 1987 - August 1990
Education
Bryant University 1972 — 1976
BS, Finance
New York University
Diploma, Real Estate
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Management
Citibank September 1990 - Present
Prudential Securities April 1987 - August 1990
Education
Bryant University 1972 — 1976
BS, Finance
New York University
Diploma, Real Estate
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MS, Management
Joan Wise's Prudential Securities Experience 1993 - 1995
Job Founder & President at Wise Insight
Industry Hospitality
Experience
Wise Insight January 2014 - Present
Marriott International May 2010 - Present
Marriott International April 2008 - April 2010
Marriott International February 2007 - April 2008
Marriott International August 2003 - February 2007
Wise Communications 1998 - 2003
Cain Brothers 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Program Management, Strategic Planning, Project Management, Marketing, Revenue Analysis, Editing, Financial Analysis, Photography, Marketing Communications, Customer Satisfaction, Event Management, Meeting Planning, Leadership, Hotels, Change Management, Team Building, Training
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance and Management
Brown University 1985 — 1989
BA, Political Science & American Civilization
Wise Insight January 2014 - Present
Marriott International May 2010 - Present
Marriott International April 2008 - April 2010
Marriott International February 2007 - April 2008
Marriott International August 2003 - February 2007
Wise Communications 1998 - 2003
Cain Brothers 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Program Management, Strategic Planning, Project Management, Marketing, Revenue Analysis, Editing, Financial Analysis, Photography, Marketing Communications, Customer Satisfaction, Event Management, Meeting Planning, Leadership, Hotels, Change Management, Team Building, Training
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance and Management
Brown University 1985 — 1989
BA, Political Science & American Civilization
Harry Theologis's Prudential Securities Experience 1993 - 2004
Job Marathon Energy Corporation
Industry Oil & Energy
Experience
Marathon Energy Corporation March 2014 - Present
Lynn H. Ratner, MD PLLC November 2012 - March 2014
Judlau Contracting Inc. January 2008 - November 2012
Prudential Securities 1993 - 2004
Skills
Accounting, Cost Accounting, Construction Accounting, Budgets, Financial Accounting, Accounts Payable, Financial Reporting, Trial Balance, Financial Analysis, Payroll
Education
City University of New York-Brooklyn College
Bachelors, Accounting
City University of New York-Brooklyn College
Masters, Economics
Marathon Energy Corporation March 2014 - Present
Lynn H. Ratner, MD PLLC November 2012 - March 2014
Judlau Contracting Inc. January 2008 - November 2012
Prudential Securities 1993 - 2004
Skills
Accounting, Cost Accounting, Construction Accounting, Budgets, Financial Accounting, Accounts Payable, Financial Reporting, Trial Balance, Financial Analysis, Payroll
Education
City University of New York-Brooklyn College
Bachelors, Accounting
City University of New York-Brooklyn College
Masters, Economics
Angela Liao's Prudential Securities Experience November 2000 - April 2005
Job Senior Database Administrator at Barnes & Noble
Industry Information Technology and Services
Experience
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Bonnie San Filippo's Prudential Securities Experience October 2000 - September 2004
Job Executive Assistant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2000 - Present
Prudential Securities October 2000 - September 2004
The College of Staten Island, (CUNY) September 1995 - June 2000
Citi 1980 - 1984
Skills
Outlook, SharePoint, Excel, Visio, Access, Microsoft Office, Budgeting, PowerPoint, Word, Expense Management, Customer Service, Lotus Notes, Customer Relations, Compliance, Employee Relations, Problem Solving, Vendor Management, Banking, Administration, Accounting, MS Project, Administrative Support, Asset Management, Accounts Payable, Event Planning, Team Building, Billing, Documentation, Teamwork, Purchasing, Vendor Relations, Expenses, Spreadsheets, Accounts Receivable, Retail, Office Management, Credit, Process Improvement, Risk Management, Administrative..., Leadership, System Administration, Insurance, Financial Services, Human Resources, Business Analysis, Recruiting, Training, Employee Benefits, Finance
Education
City University of New York-College of Staten Island 1995 — 1997
Business Administration
Wells Fargo September 2000 - Present
Prudential Securities October 2000 - September 2004
The College of Staten Island, (CUNY) September 1995 - June 2000
Citi 1980 - 1984
Skills
Outlook, SharePoint, Excel, Visio, Access, Microsoft Office, Budgeting, PowerPoint, Word, Expense Management, Customer Service, Lotus Notes, Customer Relations, Compliance, Employee Relations, Problem Solving, Vendor Management, Banking, Administration, Accounting, MS Project, Administrative Support, Asset Management, Accounts Payable, Event Planning, Team Building, Billing, Documentation, Teamwork, Purchasing, Vendor Relations, Expenses, Spreadsheets, Accounts Receivable, Retail, Office Management, Credit, Process Improvement, Risk Management, Administrative..., Leadership, System Administration, Insurance, Financial Services, Human Resources, Business Analysis, Recruiting, Training, Employee Benefits, Finance
Education
City University of New York-College of Staten Island 1995 — 1997
Business Administration
Norman Wugman's Prudential Securities Experience 1993 - 1995
Job Associate Manager, Information Systems at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 1999 - Present
Interim Consulting 1996 - 1999
Metropolitan Life Insurance Company 1995 - 1996
Prudential Securities 1993 - 1995
Prudential Securities 1988 - 1993
Merrill Lynch 1983 - 1987
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Leadership, Systems Analysis, Analysis, Financial Services, Process Improvement, Databases, Finance, Vendor Management, Program Management, Visio, Testing
Education
Stevens Institute of Technology
MS-IS
City University of New York City College
BA
Stuyvesant High School 1974 — 1977
Prudential Financial 1999 - Present
Interim Consulting 1996 - 1999
Metropolitan Life Insurance Company 1995 - 1996
Prudential Securities 1993 - 1995
Prudential Securities 1988 - 1993
Merrill Lynch 1983 - 1987
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Leadership, Systems Analysis, Analysis, Financial Services, Process Improvement, Databases, Finance, Vendor Management, Program Management, Visio, Testing
Education
Stevens Institute of Technology
MS-IS
City University of New York City College
BA
Stuyvesant High School 1974 — 1977
Jennifer Morrissey's Prudential Securities Experience March 1988 - September 1992
Job Vice President, Bond Trader at AIG Asset Management
Industry Financial Services
Experience
AIG Asset Management January 2010 - Present
Invesco Ltd. July 2000 - March 2009
Back Bay Advisors September 1992 - July 2000
Prudential Securities March 1988 - September 1992
Skills
Bonds, Fixed Income, Portfolio Management, Trading
Education
Brown University 1983 — 1987
BA, International Relations
AIG Asset Management January 2010 - Present
Invesco Ltd. July 2000 - March 2009
Back Bay Advisors September 1992 - July 2000
Prudential Securities March 1988 - September 1992
Skills
Bonds, Fixed Income, Portfolio Management, Trading
Education
Brown University 1983 — 1987
BA, International Relations
Allen Hutchins's Prudential Securities Experience 1989 - 1998
Job Regional Principal Review Manager at TD Bancnorth Investment Group
Industry Financial Services
Experience
TD Bancnorth Investment Group February 2009 - Present
TD Bancnorth Investment Group November 2007 - October 2009
Banc of America Investments January 2003 - October 2007
Advest Securities 1998 - 2002
Prudential Securities 1989 - 1998
Thomson McKinnon 1987 - 1989
Education
Bucknell University 1972 — 1976
BA, History, English
TD Bancnorth Investment Group February 2009 - Present
TD Bancnorth Investment Group November 2007 - October 2009
Banc of America Investments January 2003 - October 2007
Advest Securities 1998 - 2002
Prudential Securities 1989 - 1998
Thomson McKinnon 1987 - 1989
Education
Bucknell University 1972 — 1976
BA, History, English
Rick Acevedo's Prudential Securities Experience February 2004 - January 2005
Job Associate Director at 1199 National Benefit Fund
Industry Nonprofit Organization Management
Experience
1199 National Benefit Fund Manager, Call Center OperationsHorizon Blue Cross Blue Shield of NJAugust 2005 - August 2007
JPMorgan Chase January 2005 - August 2005
Prudential Securities February 2004 - January 2005
Empire Direct February 1999 - August 2003
Skills
Vendor Management, Visio, Customer Relations, Process Improvement, Call Center, Healthcare, Business Process..., Business Analysis, Change Management, HIPAA, Customer Service, Problem Solving, Excel, Team Building, Microsoft Office, PowerPoint, Mentoring, Word, Access, Forecasting, MS Project, Call Centers, IVR, Data Analysis, Leadership, Management
Education
Central Texas College
Micro Computer Technology
East Carolina University - College of Business
Information Systems Management
University of Maryland College Park
Information Systems Management
1199 National Benefit Fund Manager, Call Center OperationsHorizon Blue Cross Blue Shield of NJAugust 2005 - August 2007
JPMorgan Chase January 2005 - August 2005
Prudential Securities February 2004 - January 2005
Empire Direct February 1999 - August 2003
Skills
Vendor Management, Visio, Customer Relations, Process Improvement, Call Center, Healthcare, Business Process..., Business Analysis, Change Management, HIPAA, Customer Service, Problem Solving, Excel, Team Building, Microsoft Office, PowerPoint, Mentoring, Word, Access, Forecasting, MS Project, Call Centers, IVR, Data Analysis, Leadership, Management
Education
Central Texas College
Micro Computer Technology
East Carolina University - College of Business
Information Systems Management
University of Maryland College Park
Information Systems Management
Pershaun Reynolds, CAMS's Prudential Securities Experience 1998 - 2001
Job President at Reynolds Compliance Solutions, LLC
Industry Banking
Experience
Reynolds Compliance Solutions, LLC March 2010 - Present
Brokerage Consulting Group, LLC June 2004 - Present
M Squared Consulting 2006 - 2010
JP Morgan Chase 2008 - 2008
Prudential Securities 1998 - 2001
Skills
AML, Auditing, Banking, Business Analysis, Due Diligence, Enterprise Risk..., FINRA, Finance, Financial Risk, Financial Services, Forensic Accounting, Fraud, KYC, Management Consulting, Operational Risk..., Policy, Private Investigations, Risk Management
Education
Chapman University
Bachelor of Arts
Reynolds Compliance Solutions, LLC March 2010 - Present
Brokerage Consulting Group, LLC June 2004 - Present
M Squared Consulting 2006 - 2010
JP Morgan Chase 2008 - 2008
Prudential Securities 1998 - 2001
Skills
AML, Auditing, Banking, Business Analysis, Due Diligence, Enterprise Risk..., FINRA, Finance, Financial Risk, Financial Services, Forensic Accounting, Fraud, KYC, Management Consulting, Operational Risk..., Policy, Private Investigations, Risk Management
Education
Chapman University
Bachelor of Arts
Carolyn Fox's Prudential Securities Experience August 1998 - August 2001
Job Licensed Real Estate Salesperson Bond New York
Industry Real Estate
Experience
BOND New York May 2015 - Present
Whimsical Fox LTD October 2014 - Present
WBCN.COM March 2012 - May 2015
Fox Health Insurance LLC January 2001 - October 2013
WROR- 105.7 FM 2000 - 2002
Prudential Securities August 1998 - August 2001
WRX-103.7 FM 1998 - 2000
WPRO- 630AM 1997 - 1998
WHJY- 94 WHJY 1982 - 1996
WBCN-104.1 FM 1990 - 1993
Skills
Radio, Radio Host, Stand-up Comedy, Radio Broadcasting, Radio Advertising, Content Development, Radio Promotions, Social Media Marketing, Podcasting, Marketing, Digital Media, Voice Over, Online Marketing, Social Networking, Advertising Sales, Online Advertising, Disability Insurance, Medicare, Finance, Universal Life, Retirement, Whole Life, Term Life Insurance, Health Insurance, Insurance, Life Insurance, Long-term Care, Strategic Planning, New Media, Broadcast, Public Speaking, Music, Small Business, Entertainment, Team Building, Social Media
Education
Brown University 1978 — 1982
BA, History and Semiotics
Hebrew College
Rabbinical Studies, Hebrew
BOND New York May 2015 - Present
Whimsical Fox LTD October 2014 - Present
WBCN.COM March 2012 - May 2015
Fox Health Insurance LLC January 2001 - October 2013
WROR- 105.7 FM 2000 - 2002
Prudential Securities August 1998 - August 2001
WRX-103.7 FM 1998 - 2000
WPRO- 630AM 1997 - 1998
WHJY- 94 WHJY 1982 - 1996
WBCN-104.1 FM 1990 - 1993
Skills
Radio, Radio Host, Stand-up Comedy, Radio Broadcasting, Radio Advertising, Content Development, Radio Promotions, Social Media Marketing, Podcasting, Marketing, Digital Media, Voice Over, Online Marketing, Social Networking, Advertising Sales, Online Advertising, Disability Insurance, Medicare, Finance, Universal Life, Retirement, Whole Life, Term Life Insurance, Health Insurance, Insurance, Life Insurance, Long-term Care, Strategic Planning, New Media, Broadcast, Public Speaking, Music, Small Business, Entertainment, Team Building, Social Media
Education
Brown University 1978 — 1982
BA, History and Semiotics
Hebrew College
Rabbinical Studies, Hebrew
John McMillin's Prudential Securities Experience 1985 - 2007
Job research analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett September 2007 - Present
Prudential Securities 1985 - 2007
Education
Babson College
Master of Business Administration (MBA)
Bucknell University 1971 — 1975
BSBA
Lord Abbett September 2007 - Present
Prudential Securities 1985 - 2007
Education
Babson College
Master of Business Administration (MBA)
Bucknell University 1971 — 1975
BSBA
Christopher Villanti's Prudential Securities Experience February 1997 - May 1999
Job Risk Manager / Administrative Manager / Operations Manager
Industry Financial Services
Experience
Merrill Lynch April 2007 - June 2009
Morgan Stanley September 2005 - April 2007
UBS Wealth Management September 2003 - August 2005
Merrill Lynch May 1999 - September 2003
Prudential Securities February 1997 - May 1999
Kings County Divers 1979 - 1999
Skills
Risk Management, Financial Analysis, Management, Strategy, Leadership, Equities, Investments, Training, Series 7, Financial Services, Securities, Mutual Funds, Finance, Wealth Management
Education
City University of New York City College 1973 — 1977
Marine Biology
City University of New York-Brooklyn College
Computer science
Merrill Lynch April 2007 - June 2009
Morgan Stanley September 2005 - April 2007
UBS Wealth Management September 2003 - August 2005
Merrill Lynch May 1999 - September 2003
Prudential Securities February 1997 - May 1999
Kings County Divers 1979 - 1999
Skills
Risk Management, Financial Analysis, Management, Strategy, Leadership, Equities, Investments, Training, Series 7, Financial Services, Securities, Mutual Funds, Finance, Wealth Management
Education
City University of New York City College 1973 — 1977
Marine Biology
City University of New York-Brooklyn College
Computer science
Justin Miranda's Prudential Securities Experience March 1998 - November 2000
Job Senior Business Development Manager at Construction Journal
Industry Market Research
Experience
Construction Journal March 2003 - Present
Salomon Smith Barney November 2000 - March 2003
Prudential Securities March 1998 - November 2000
Eastern Aire, Inc. 1992 - 1996
Education
Broward College 1992 — 1995
none, Finance, Economics, and various courses of interest
Coral Springs High School
Construction Journal March 2003 - Present
Salomon Smith Barney November 2000 - March 2003
Prudential Securities March 1998 - November 2000
Eastern Aire, Inc. 1992 - 1996
Education
Broward College 1992 — 1995
none, Finance, Economics, and various courses of interest
Coral Springs High School
Jamie Rachlin's Prudential Securities Experience January 1991 - April 1996
Job Managing Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets July 2008 - Present
Griffin, Kubik, Stephens & Thompson May 1996 - June 2008
Prudential Securities January 1991 - April 1996
Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO
Education
Wharton Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Princeton University 1982 — 1984
Master of Science (MS), Engineering, Energy and Environment
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
BMO Capital Markets July 2008 - Present
Griffin, Kubik, Stephens & Thompson May 1996 - June 2008
Prudential Securities January 1991 - April 1996
Skills
Capital Markets, Bonds, Fixed Income, Investment Banking, Financial Modeling, Financial Analysis, Interest Rate..., Structured Finance, Securities, Investments, Loans, Portfolio Management, Public Finance, Equities, Derivatives, Private Equity, Due Diligence, Hedge Funds, Bloomberg, Private Placements, Financial Structuring, IPO
Education
Wharton Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Princeton University 1982 — 1984
Master of Science (MS), Engineering, Energy and Environment
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Computer Science
Jonathan Aring's Prudential Securities Experience March 2000 - July 2002
Job Registered Principal at LPL Financial
Industry Investment Management
Experience
LPL Financial July 2002 - Present
Prudential Securities March 2000 - July 2002
First Union Securities June 1998 - March 2000
Prudential Securities November 1993 - June 1998
Education
California State University-Sacramento 1987 — 2002
Business, Finance
LPL Financial July 2002 - Present
Prudential Securities March 2000 - July 2002
First Union Securities June 1998 - March 2000
Prudential Securities November 1993 - June 1998
Education
California State University-Sacramento 1987 — 2002
Business, Finance
Shane Mahieu's Prudential Securities Experience June 1999 - February 2002
Job AAMS, CSNA, Vice President, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Merrill Lynch September 2006 - Present
HSBC Securities June 2004 - September 2006
The Ayco Company, L.P. February 2002 - June 2004
Prudential Securities June 1999 - February 2002
PaineWebber August 1995 - June 1999
Skills
Investments, Retirement Planning, Credit, Financial Advisory, Asset, Wealth, Series 7, Series 63, Wealth Management, Financial Planning, Asset Management, Mutual Funds, Estate Planning, Securities, Insurance, Asset Allocation, Portfolio Management, Investment Advisory, Retirement, Annuities, Investment Strategies, Financial Analysis, Risk Management, Equities, Long Term Care, Bonds, Options, Cash Management, New Business Development, Alternative Investments, Fixed Income, Banking, Series 65, Series 9, Series 10, Fixed Annuities, Financial Services, 401k, Separately Managed..., Private Equity, Series 6, Relationship Management, Financial Markets, Mortgage Lending, Finance, Bloomberg, Financial Modeling, Loans, Uniform Combined State..., IRAs
Education
Clarkson University 1993 — 1994
Bachelor of Science, Management
Jacksonville University 1991 — 1993
Management, Business Administration
Montclair Kimberley Academy 1977 — 1990
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ann McKnight's Prudential Securities Experience January 2001 - June 2002
Job Project Manager
Industry Automotive
Experience
CDK Global formerly ADP Dealer Services 2010 - Present
Space, LLC June 2006 - August 2010
Kiddie Kandids July 2002 - June 2006
Prudential Securities January 2001 - June 2002
Skills
Account Management, Forecasting
Education
ADP Project Management Program 2013 — 2013
Project Management Professional
DeVry University 1999 — 2001
BS, Information Technology
Chicago State University 1992 — 1996
BS, Criminal Justice
CDK Global formerly ADP Dealer Services 2010 - Present
Space, LLC June 2006 - August 2010
Kiddie Kandids July 2002 - June 2006
Prudential Securities January 2001 - June 2002
Skills
Account Management, Forecasting
Education
ADP Project Management Program 2013 — 2013
Project Management Professional
DeVry University 1999 — 2001
BS, Information Technology
Chicago State University 1992 — 1996
BS, Criminal Justice
Laurie Turchiano's Prudential Securities Experience January 1988 - April 1993
Job
Industry Events Services
Experience
Staten Island Academy July 2009 - Present
South Shore YMCA September 2000 - June 2003
Prudential Securities January 1988 - April 1993
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Management, Graphic Design, Editing, Marketing, Nonprofits, Event Planning, Newsletters, Management, Fundraising
Education
City University of New York-Brooklyn College
Staten Island Academy July 2009 - Present
South Shore YMCA September 2000 - June 2003
Prudential Securities January 1988 - April 1993
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Management, Graphic Design, Editing, Marketing, Nonprofits, Event Planning, Newsletters, Management, Fundraising
Education
City University of New York-Brooklyn College
Leyla Cruz's Prudential Securities Experience August 2000 - February 2001
Job Client financing
Industry Banking
Experience
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Mildred Marte's Prudential Securities Experience November 1996 - October 2002
Job Operations Manager at Medtelligence, LLC
Industry Pharmaceuticals
Experience
Medtelligence, LLC Police Officer, 32nd Precinct Aux UnitNYPDSeptember 2002 - May 2010
Jobson Medical Information - MEDCON January 2008 - March 2010
Community Choice Health Plan February 2004 - December 2007
Prudential Securities November 1996 - October 2002
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
BS, Criminal Justice
Borough of Manhattan Community College 1991 — 1993
AAS, Office Administration
High School of Fashion Industries
Medtelligence, LLC Police Officer, 32nd Precinct Aux UnitNYPDSeptember 2002 - May 2010
Jobson Medical Information - MEDCON January 2008 - March 2010
Community Choice Health Plan February 2004 - December 2007
Prudential Securities November 1996 - October 2002
Education
City University of New York-John Jay College of Criminal Justice 2001 — 2003
BS, Criminal Justice
Borough of Manhattan Community College 1991 — 1993
AAS, Office Administration
High School of Fashion Industries
Leah Leal's Prudential Securities Experience November 1983 - July 1994
Job Owner / Wynlakes Tennis Shop
Industry Retail
Experience
wtnlakes September 1994 - Present
Prudential Securities November 1983 - July 1994
Education
Bryant and Stratton College
Marketing
wtnlakes September 1994 - Present
Prudential Securities November 1983 - July 1994
Education
Bryant and Stratton College
Marketing
Betsy Shusta's Prudential Securities Experience May 1991 - March 2001
Job Training Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Financial AdvisorUBSMarch 2001 - December 2002
Prudential Securities May 1991 - March 2001
Skills
Series 7, Series 63, Retirement, Investments
Education
Wilkes University 1988 — 1991
BS, Business Administration
Bucknell University 1987 — 1988
Prudential Financial Financial AdvisorUBSMarch 2001 - December 2002
Prudential Securities May 1991 - March 2001
Skills
Series 7, Series 63, Retirement, Investments
Education
Wilkes University 1988 — 1991
BS, Business Administration
Bucknell University 1987 — 1988
Carl Scott II's Prudential Securities Experience October 1996 - December 2000
Job Associate at J. P. Morgan Chase
Industry Investment Banking
Experience
J. P. Morgan Chase June 2005 - Present
TD Waterhouse September 2002 - June 2005
Prudential Securities October 1996 - December 2000
Skills
Mutual Funds, Securities, Equities, CRM, Options, Series 63, Management, Fixed Income, Prime Brokerage, Trading Systems
Education
Brooklyn College
BS, Computer Science
J. P. Morgan Chase June 2005 - Present
TD Waterhouse September 2002 - June 2005
Prudential Securities October 1996 - December 2000
Skills
Mutual Funds, Securities, Equities, CRM, Options, Series 63, Management, Fixed Income, Prime Brokerage, Trading Systems
Education
Brooklyn College
BS, Computer Science
Trent Page's Prudential Securities Experience August 1998 - December 2000
Job
Industry Food & Beverages
Experience
Bon Appetit at Google June 2012 - Present
NA December 2011 - May 2012
Quince Restaurant January 2011 - November 2011
The Tangled Vine January 2010 - September 2010
SHO Restaurant December 2008 - December 2009
Cafe Boulud August 2005 - August 2008
Credit Suisse First Boston January 2001 - October 2002
Prudential Securities August 1998 - December 2000
Skills
Fixed Income
Education
Brown University 1994 — 1998
Bachelor of Arts (BA), International Commerce and Hispanic Studies
Bon Appetit at Google June 2012 - Present
NA December 2011 - May 2012
Quince Restaurant January 2011 - November 2011
The Tangled Vine January 2010 - September 2010
SHO Restaurant December 2008 - December 2009
Cafe Boulud August 2005 - August 2008
Credit Suisse First Boston January 2001 - October 2002
Prudential Securities August 1998 - December 2000
Skills
Fixed Income
Education
Brown University 1994 — 1998
Bachelor of Arts (BA), International Commerce and Hispanic Studies
Linda Plodwick's Prudential Securities Experience February 1985 - February 1992
Job Consultant at Garryford Consulting Group
Industry Financial Services
Experience
Garryford Consulting Group Adjunct ProfessorBrookdale Community CollegeSeptember 2003 - December 2010
Prudential Securities February 1985 - February 1992
Skills
Higher Education, Financial Analysis, Public Speaking, Management Consulting
Education
Lehigh University 1982 — 1984
Master of Business Administration (M.B.A.), Finance
Bucknell University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CTHS
Garryford Consulting Group Adjunct ProfessorBrookdale Community CollegeSeptember 2003 - December 2010
Prudential Securities February 1985 - February 1992
Skills
Higher Education, Financial Analysis, Public Speaking, Management Consulting
Education
Lehigh University 1982 — 1984
Master of Business Administration (M.B.A.), Finance
Bucknell University 1978 — 1982
Bachelor of Arts (B.A.), Economics
CTHS
Audrey Holness-Huggins's Prudential Securities Experience April 1996 - December 2003
Job
Industry
Experience
CLARK ATLANTA UNIVERSITY June 2007 - Present
WACHOVIA Merge with PRUDENTIAL SECURITIES January 2004 - May 2004
PRUDENTIAL SECURITIES April 1996 - December 2003
PRUDENTIAL SECURITIES June 1988 - April 1996
Skills
Payroll, Research, PeopleSoft, PowerPoint, Microsoft Office, Interviews, Analysis, Access, Outlook, Microsoft Word, Administration, Microsoft Excel, Data Entry
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Computer Science- Software Development
CLARK ATLANTA UNIVERSITY June 2007 - Present
WACHOVIA Merge with PRUDENTIAL SECURITIES January 2004 - May 2004
PRUDENTIAL SECURITIES April 1996 - December 2003
PRUDENTIAL SECURITIES June 1988 - April 1996
Skills
Payroll, Research, PeopleSoft, PowerPoint, Microsoft Office, Interviews, Analysis, Access, Outlook, Microsoft Word, Administration, Microsoft Excel, Data Entry
Education
City University of New York-Brooklyn College
Bachelor of Applied Science (B.A.Sc.), Computer Science- Software Development
Douglas Charchenko's Prudential Securities Experience 1987 - 1993
Job Senior Vice President at Montague DeRose and Associates, LLC
Industry Investment Banking
Experience
Montague DeRose and Associates, LLC February 2012 - Present
Wedbush Securities June 2004 - January 2012
RBC Capital Markets 2001 - 2004
Sutro and Co. 1995 - 2001
Kidder Peabody 1993 - 1995
Prudential Securities 1987 - 1993
Shearson Lehman Brothers 1983 - 1987
Various California cities 1970 - 1982
Skills
Financial Analysis, Strategic Financial..., Port, Airport and..., General Government..., Finance, Public Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
California State University-Long Beach
Master of Public Administration (MPA)
Montague DeRose and Associates, LLC February 2012 - Present
Wedbush Securities June 2004 - January 2012
RBC Capital Markets 2001 - 2004
Sutro and Co. 1995 - 2001
Kidder Peabody 1993 - 1995
Prudential Securities 1987 - 1993
Shearson Lehman Brothers 1983 - 1987
Various California cities 1970 - 1982
Skills
Financial Analysis, Strategic Financial..., Port, Airport and..., General Government..., Finance, Public Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
California State University-Long Beach
Master of Public Administration (MPA)
Michael Burchieri,CFP's Prudential Securities Experience February 1992 - November 1999
Job First Vice PresidentUBS Financial Services
Industry Financial Services
Experience
UBS November 1999 - Present
Prudential Securities February 1992 - November 1999
Education
City University of New York-Brooklyn College
Bachelor's degree, Accounting
UBS November 1999 - Present
Prudential Securities February 1992 - November 1999
Education
City University of New York-Brooklyn College
Bachelor's degree, Accounting
Curt Porter's Prudential Securities Experience December 1995 - May 2005
Job Financial consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Hilliard Lyons March 2009 - Present
A.G. Edwards May 2007 - March 2009
Sterne Agee May 2005 - May 2007
Prudential Securities December 1995 - May 2005
Paine Webber October 1981 - December 1995
Greenville SC October 1978 - October 1981
Skills
Series 7, Mutual Funds, Investments, Retirement, Strategic Financial..., Series 63, Asset Allocation, Portfolio Management, Securities, Estate Planning, Investment Strategies, Financial Modeling, Financial Analysis, Financial Services, Asset Management, Equities
Education
Furman University 1976 — 1978
Master of Business Administration (M.B.A.)
Clemson University 1970 — 1974
Bachelor of Arts (B.A.), Economics
Kevin McClammy's Prudential Securities Experience April 2000 - March 2002
Job collections/ account executive
Industry Publishing
Experience
Source Media LLC February 2008 - January 2015
SourceMedia February 2004 - January 2008
Prudential Securities April 2000 - March 2002
R.H. Donnelley April 1999 - March 2000
Skills
Microsoft Office, Account Management, Customer Service, Marketing, Sales, Team Building, Management, Accounts Receivable, Microsoft Excel
Education
Brooklyn College
Bachelor of Arts, Accounting, Sociology, Management
City University of New York-Brooklyn College
Bachelor's Degree
Source Media LLC February 2008 - January 2015
SourceMedia February 2004 - January 2008
Prudential Securities April 2000 - March 2002
R.H. Donnelley April 1999 - March 2000
Skills
Microsoft Office, Account Management, Customer Service, Marketing, Sales, Team Building, Management, Accounts Receivable, Microsoft Excel
Education
Brooklyn College
Bachelor of Arts, Accounting, Sociology, Management
City University of New York-Brooklyn College
Bachelor's Degree
Jim McNeil's Prudential Securities Experience September 1996 - January 2000
Job Credit and Relative Value Strategies
Industry Investment Management
Experience
Eagle River Asset Management February 2011 - Present
Sandelman Partners June 2005 - December 2009
Hamilton Investment Management 2001 - 2005
Cole Roessler LLC January 2000 - June 2001
Prudential Securities September 1996 - January 2000
Skills
Asset Management, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Credit, Capital Structure, Relative Value, Fixed Income, Bloomberg, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Investment Banking
Education
Vanderbilt University 1994 — 1996
Master of Business Administration (MBA), Finance-statistics
Central Connecticut State University 1989 — 1994
Bachelor of Science (BS), bachelor of Arts (BA), Economics, Finance
Eagle River Asset Management February 2011 - Present
Sandelman Partners June 2005 - December 2009
Hamilton Investment Management 2001 - 2005
Cole Roessler LLC January 2000 - June 2001
Prudential Securities September 1996 - January 2000
Skills
Asset Management, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Credit, Capital Structure, Relative Value, Fixed Income, Bloomberg, Derivatives, Capital Markets, Structured Products, Trading, Valuation, Investment Banking
Education
Vanderbilt University 1994 — 1996
Master of Business Administration (MBA), Finance-statistics
Central Connecticut State University 1989 — 1994
Bachelor of Science (BS), bachelor of Arts (BA), Economics, Finance
Daniel Toole's Prudential Securities Experience 2000 - 2004
Job Vice President at Atlantic Capital Management, Inc.
Industry Investment Management
Experience
Atlantic Capital Management, Inc. 2005 - Present
MetLife 2004 - 2005
Prudential Securities 2000 - 2004
ARAMARK Corporation 1999 - 2000
Skills
Investment Advisory, Portfolio Management, Equity Research, Fixed Income Strategies
Education
Canisius College 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
Penn State University 1994 — 1999
Bachelor of Science (BS), HR&IM
Atlantic Capital Management, Inc. 2005 - Present
MetLife 2004 - 2005
Prudential Securities 2000 - 2004
ARAMARK Corporation 1999 - 2000
Skills
Investment Advisory, Portfolio Management, Equity Research, Fixed Income Strategies
Education
Canisius College 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
Penn State University 1994 — 1999
Bachelor of Science (BS), HR&IM
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union