Prudential Securities

Industry: Bank

Description

Prudential Securities, also formerly known as Prudential Securities Incorporated, was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank. Headquarters: New York City, New York, United States Founded: 1981 Ceased operations: 2003 Parent organization: Prudential Financial Subsidiaries: Prudential-Bache Securities (Belgium) Inc., Prudential Mutual Fund Management, Inc. Predecessors: Bache & Co., Prudential Securities

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Prudential Securities Employees

Employee
Years
Job
Industry
Miriam Salpeter Miriam Salpeter Greater Atlanta Area Details
Miriam Salpeter's Prudential Securities Experience 1993 - 1996
Job Social Media Strategist | Marketing Consultant | Speaker Author: Help organizations & job seekers accomplish goals
Industry Professional Training & Coaching
Experience
Keppie Careers   March 2003 - Present
University of Michigan  2014 - Present
Aol Jobs   July 2012 - Present
Career Compass Canada   2012 - Present
U.S. News & World Report   January 2011 - Present
Salary.com  January 2012 - August 2012
GreatPlaceJobs   August 2008 - 2010
Emory University  July 1997 - March 2003
List College   1996 - 1997
Prudential Securities   1993 - 1996

Skills
Social Networking, Blogging, Career Counseling, Social Media, Personal Branding, Job Search, Job Search Strategies, Social Media Marketing, Public Speaking, Resume Writing, Career Development, Strategy, LinkedIn, Marketing, Web Marketing, Entrepreneurship, Career Management, Coaching, Cover Letters, Training, Workshops, Mock Interviews, Interview Preparation, Interviews, Business Networking, Executive Coaching, Presentations, Networking, Job Coaching, Career Services, Social Media Strategist, Career Advising, Networking Strategies, Emotional Intelligence, Job Search Speaking, Career Transitions, Interview Coaching, Social Media Speaking, LinkedIn Trainer, social media marketing..., career consultant, social media consultant, Using Twitter for job..., Interview Prep, Staff Training, Local Speaker, Atlanta, marketing with social..., New economy career coach, How to use Google+, Resume

Education
Columbia University in the City of New York   1996 — 1997
M.A., Student Personnel Administration/Career Advising

University of Michigan   1989 — 1993
B.A., Honors English

Rich East   1985 — 1989
Diploma

Chris Kilroy Chris Kilroy United States Details
Chris Kilroy's Prudential Securities Experience 1995 - 1996
Job Senior Vice President, Division Manager, Capital Group American Funds
Industry Investment Management
Experience
Capital Group - American Funds  December 2013 - Present
American Century Investments  May 2008 - December 2013
AllianceBernstein  January 2006 - July 2008
AIG SunAmerica Asset Management  2004 - 2006
AIG SunAmerica Asset Managemment   December 1998 - January 2004
Prudential Securities   1995 - 1996

Skills
Equities, Portfolio Management, Integrity, Investments, Retirement Planning, Asset Managment, Asset Management, Investment Management, Investment Advisory, Financial Advisory, Series 6, Financial Modeling, Strategic Financial..., Retirement, Hedge Funds, Private Equity, Finance, Fixed Annuities, FINRA, Risk Management, 401k, Capital Markets, Bonds, Securities, Valuation, Bloomberg, Estate Planning, Financial Markets, Insurance, Uniform Combined State..., ETFs, Relationship Management, Fixed Income, Financial Services

Education
Colorado State University   1988 — 1993
B.A., Social Science

Glenn Parker Glenn Parker Bend, Oregon Details
Glenn Parker's Prudential Securities Experience November 1991 - June 2003
Job President Wychick Investment Advisors
Industry Investment Management
Experience
Mantra Venture Group   December 2014 - Present
Wychick Investment Advisors Inc.   December 2005 - Present
Cascadia Sportsmanagement Inc.   1999 - Present
D.A. Davidson & Co.   June 2003 - December 2005
Prudential Securities   November 1991 - June 2003

Education
University of Pennsylvania - The Wharton School   2004 — 2005
Securities Industry Institute

College for Financial Planning   1992 — 1994
CFP, Financial Planning

McMaster University   1986 — 1988
MBA, Finance

McMaster University   1981 — 1986
B. Eng. Mgt, Civil Engineering

Charles Roberts, CFP® Charles Roberts, CFP® Richmond, Virginia Details
Charles Roberts, CFP®'s Prudential Securities Experience 1986 - 1989
Job Founder and CEO of Financial Freedom Planners
Industry Financial Services
Experience
Financial Freedom Planners   May 2013 - Present
Garrett Planning Network  June 2013 - Present
Cambridge Advisors   July 2009 - June 2013
Thompson Davis   April 2006 - September 2007
Middleburg Bank  April 2003 - October 2005
Branch Cabell & Co,   1997 - 2002
First of Michigan  1994 - 1997
Stifel Nicolaus  1992 - 1993
UBS Wealth Management  1989 - 1992
Prudential Securities   1986 - 1989

Skills
Financial Advisory, Certified Financial..., Investments, Wealth Coach, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Investment Strategies, Consultation, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Investment Advisory..., Estate Planning, Succession Planning, Financial Markets, Economics, Investment Advisory, Wealth, Asset Managment, Business Planning, Mergers, Retirement, Strategy, Securities, Asset Management, Wealth Management..., Financial Planners, Asset Allocation, ETFs, Bonds, Series 63, Insurance, Mutual Funds, Executive Management, Investment Management, Series 7, Alternative Investments, IRAs, Financial Services, 401k, Fixed Annuities, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Options, Personal Finance, Life Insurance

Education
University of Pennsylvania - The Wharton School   1987 — 1990
Securities Industry Institute

College for Financial Planning   1982 — 1986
CFP, Financial Planning

Penn State University   1970 — 1974
BA with Honors, Economics

Allison Bonds, CIMA®, CPWA® Allison Bonds, CIMA®, CPWA® Greater Los Angeles Area Details
Allison Bonds, CIMA®, CPWA®'s Prudential Securities Experience 2001 - 2003
Job Regional Vice President, State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors  2008 - Present
Prudential Investments  2004 - 2008
Prudential Investments  2003 - 2004
Prudential Securities   2001 - 2003
Prudential Financial  2000 - 2001

Skills
ETFs, Project Management, Mutual Funds, Series 7, Separately Managed..., Trading, Alternative Investments, Wealth Management..., Bonds, Wealth, Financial Advisory, Series 63, Asset Allocation, Portfolio Management, Investment Management, Investments, Wealth Management

Education
Cornell University

Cynthia Wilcox Cynthia Wilcox San Francisco Bay Area Details
Cynthia Wilcox's Prudential Securities Experience 1994 - 1995
Job Analyst at Epiphany Partners: Analytics for Cancer Epidemiology
Industry Research
Experience
Epiphany Partners Inc.   May 2015 - Present
San Francisco Regional Mensa   2010 - Present
Metavana   2010 - 2012
Network Physics  2001 - 2002
Network Physics  2000 - 2001
Fleet Bank  1999 - 2000
Fleet Bank  1998 - 1999
Prudential Securities   1994 - 1995
Strategic Decisions Group (SDG)   1986 - 1993

Skills
Analytics, Cancer Epidemiology, Data Modeling, Data Analysis, Spreadsheets, Market Research, Program Management, Epidemiology, Research, Financial Modeling, Due Diligence, Marketing, Marketing Strategy, Operations Management, Human Resources, Benefits Administration, Employee Benefits, Compensation & Benefits, Portfolio Management, Municipal Bonds, High Yield Bonds, Valuation, Strategic Planning, Negotiation, Consulting, CMBS, Leadership, Management, Management Consulting, Start-ups, Strategy, Modeling

Education
University of California, Los Angeles - The Anderson School of Management   1992 — 1994
Master of Business Administration (MBA), Finance and Marketing

Cornell University   1981 — 1986

W. Barton Close W. Barton Close Chattanooga, Tennessee Area Details
W. Barton Close's Prudential Securities Experience April 1985 - April 1991
Job CFP®, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  July 2005 - Present
AG Edwards & Sons  April 1991 - July 2005
Prudential Securities   April 1985 - April 1991

Skills
Financial Advisory, Investments, Finance, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Planning, Series 7, Financial Planning, Leadership, Retirement, Financial Analysis, Management, Fixed Annuities, Life Insurance, Insurance, Small Business, Investment Advisory, Financial Planners, Mutual Funds, Sales, Budgets, Portfolio Management, Process Improvement, Risk Management, Asset Management, Long-term Care, Marketing, Asset Allocation

Education
College for Financial Planning   1995 — 1997
Certification Professional Education Program

University of Illinois   1981 — 1982
General

Middle Tennessee State University   1976 — 1979
BS, Business Administration

The University of Tennessee at Chattanooga   1977 — 1978
Business

Georgia Institute of Technology   1975 — 1976
Engineering

Baylor

Ed Markovich, MBA,CFP® Ed Markovich, MBA,CFP® Greater Los Angeles Area Details
Ed Markovich, MBA,CFP®'s Prudential Securities Experience December 1983 - April 1995
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2003 - Present
Wells Fargo Advisors, LLC  March 2003 - Present
UBS PaineWebber, Inc  February 1995 - April 2003
Prudential Securities   December 1983 - April 1995
Merrill Lynch, Pierce, Fenner & Smith Inc.   September 1973 - December 1983

Skills
Wealth Management, Investment Advisory, Retirement Planning, 401k Rollovers, IRA Rollovers, IRAs, Retirement, Mutual Funds, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Financial Planning, Investments

Education
College for Financial Planning   1982 — 1984
Certified Financial Planner, Financial Planning

Indiana University Bloomington   1967 — 1969
MBA

Bethany College West Virginia   1964 — 1967
Bachelor of Arts (B.A.), Economics

Craig Busch Craig Busch Dallas/Fort Worth Area Details
Craig Busch's Prudential Securities Experience 1997 - 2005
Job Regional Sales Manager at Novatel Wireless
Industry Wireless
Experience
Novatel Wireless  2013 - Present
Numerex Corp.  2011 - 2013
T-Mobile  2007 - 2011
Prudential Securities   1997 - 2005
Blockbuster Video  1990 - 1997

Skills
M2M, Location Based Services, Wireless, Product Management, Mobile, Sales Management, Telecommunications, Consultative Selling, New Business Development, Account Management, Solution Selling, Mobile Devices, GSM, Business Strategy, Selling, Cellular Communications, Direct Sales, Product Marketing, Channel Partners, Sales, Telematics, Strategic Partnerships, SaaS, Mobile Technology, Salesforce.com

Education
University of Oklahoma - Price College of Business   1992 — 1995
Bachelor of Science (B.S.), Business Administration and Management

College of Business   1990 — 1992
Bachelor of Business Administration

Paul C. Allen Paul C. Allen Greater Nashville Area Details
Paul C. Allen's Prudential Securities Experience January 1996 - September 2002
Job President at Wealth Strategies Partners
Industry Investment Management
Experience
Wealth Strategies Partners   January 2014 - Present
Wiley Bros-Aintree Capital   October 2002 - January 2014
Prudential Securities   January 1996 - September 2002

Education
College for Financial Planning   2008 — 2010
Master's degree, Financial Planning and Services

University of Tennessee-Knoxville   1994 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Samford Univeristy   1991 — 1993
Business

Florida Southern College   1990 — 1991
Business

David Perry David Perry Greater New York City Area Details
David Perry's Prudential Securities Experience 1995 - 1997
Job Technologist – Infrastructure – Strategist
Industry Information Technology and Services
Experience
"IT Director Technologist Architect" Linkedin Group Membership   January 2014 - Present
Hospital for Special Surgery  2014 - 2015
Hospital for Special Surgery  2014 - 2015
Centerlight Health System  July 2013 - November 2013
Centerlight Health System (Formerly Beth Abraham Health Services)   June 2008 - July 2013
NYUPAL   1997 - 2012
Fortunoff  June 2005 - March 2008
JPMorganChase  1998 - 2005
JPMorgan Chase  1997 - 2005
Prudential Securities   1995 - 1997

Skills
IT Management, Integration, Enterprise Architecture, Disaster Recovery, Data Center, Vendor Management, IT Strategy, Strategy, Management, Healthcare Information..., Security, Program Management, Team Building, Leadership, ITIL, Project Management, Cloud Computing, VMware, Networking, Servers, Software Development, Business Intelligence, Information Technology, Requirements Analysis, Visio, IT Service Management, Process Improvement, Troubleshooting, Business Development, IT Operations, Infrastructure, Project Planning, Software Project..., Business Process..., Project Portfolio..., Budgets, Databases, Business Analysis, Change Management, HIPAA, Governance, SaaS, Software Documentation, CRM, Business Process, Strategic Planning, Business Continuity, Analysis, Cross-functional Team..., Virtualization

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   1980 — 1987
Master's Degree, Electrical Engineering

Columbia University in the City of New York
Bachelor's Degree, Electrical Engineering

Jamaul Cannon Jamaul Cannon Greater Los Angeles Area Details
Jamaul Cannon's Prudential Securities Experience 1998 - 1999
Job Attorney at Cannon Legal Group
Industry Legal Services
Experience
Cannon Legal Group   May 2008 - Present
Latham & Watkins  September 2005 - May 2007
Thelen Reid Brown Raysman & Steiner LLP  2000 - 2003
Prudential Securities   1998 - 1999

Skills
Divorce Law, Child Support, Child Custody, Visitation Rights, Prenuptial Agreements, Paternity, Alimony, Restraining Orders, Employment Law, Litigation, Trade Secrets, Civil Litigation, Family Law, Commercial Litigation, Legal Research, Research, Intellectual Property

Education
USC Gould School of Law   2000 — 2003
JD, Law

Columbia Engineering   1994 — 1998
BS, Industrial Engineering

Michael Franks, CFP® Michael Franks, CFP® Greater Milwaukee Area Details
Michael Franks, CFP®'s Prudential Securities Experience May 1995 - March 2000
Job Front Porch Financial Management, LLC
Industry Financial Services
Experience
Front Porch Financial Management, LLC   October 2012 - Present
Merrill Lynch  April 2008 - October 2012
Hogan Financial Management   December 2006 - January 2008
Raymond James  March 2002 - November 2006
WR Hambrecht + Co  March 2000 - March 2002
Prudential Securities   May 1995 - March 2000

Skills
Investments, Series 7, Equities, Retirement Planning, Series 63, Portfolio Management, FINRA, Securities, Asset Allocation

Education
Cornell University   1990 — 1994
BS, Business, Management, Marketing, and Related Support Services

Chaminade High School   1986 — 1990

Ross Marino, CFP®, ChFC® Ross Marino, CFP®, ChFC® Wilmington, North Carolina Details
Ross Marino, CFP®, ChFC®'s Prudential Securities Experience August 1992 - March 1993
Job Chief Executive Officer at Rekon Intelligence
Industry Financial Services
Experience
Rekon Intelligence  April 2011 - Present
401(k) Rekon   March 2009 - Present
Independent Broker Dealer  March 1993 - Present
Prudential Securities   August 1992 - March 1993

Skills
Financial Planning, Retirement Plan..., Event Management, Event Planning, Event Marketing, Corporate Events, Events Organizing, Virtual Events, Strategic Financial..., Financial Advisory, 401k, Retirement Planning, Broker-Dealer, Investments, Marketing, Retirement, Events Organisation, Wealth Management, Mutual Funds, Investment Advisory, Entrepreneurship, Financial Planners, Series 7, Finance, Employee Benefits, Asset Management, Small Business, Pensions, Financial Services, Asset Allocation, Series 63, Investment Strategies, Strategic Leadership, Wealth, Investment Management, Fixed Annuities

Education
The American College   2004 — 2006
ChFC

College for Financial Planning   1998 — 2000
Financial Planning

Stetson University   1985 — 1987

West Geauga   1982 — 1985

Jim Delisle cfa Jim Delisle cfa United States Details
Jim Delisle cfa's Prudential Securities Experience 1991 - 1995
Job
Industry
Experience
Moosilauke Partners LLC   2010 - August 2015
Cambridge Place Investment Management  2006 - 2010
Independent Perspectives LLC   1998 - 2006
Fidelity Investments  1995 - 1997
Prudential Securities   1991 - 1995

Education
Dartmouth College
Bachelor's degree

David Zimmerman David Zimmerman Beverly Hills, California Details
David Zimmerman's Prudential Securities Experience January 2002 - April 2003
Job Senior Vice President, Senior Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2009 - Present
Wells Fargo Bank  March 2007 - July 2009
Wells Fargo Investments  September 2005 - March 2007
Wells Fargo Investments  September 2004 - September 2005
Wells Fargo Bank  April 2003 - September 2005
Prudential Securities   January 2002 - April 2003
RBC Dain Rauscher, Inc.   May 1997 - January 2002
Paine Webber, Inc.   June 1993 - May 1997
Shearson Lehman Brothers  January 1992 - June 1993
Shearson Lehman Brothers  January 1991 - January 1992

Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services

Education
University of Virginia - Consumer Bankers Association   2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies

College for Financial Planning   2001 — 2001
AAMS, Accredited Asset Management Specialist

University of Pennsylvania - The Wharton School   1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services

The American College   1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management

College for Financial Planning   1983 — 1985
CERTIFIED FINANCIAL PLANNER™

Texas Tech University   1977 — 1981
BBA, Finance & Investments

Greg Cipolaro Greg Cipolaro Greater New York City Area Details
Greg Cipolaro's Prudential Securities Experience 1999 - 2000
Job Experienced Investment Professional
Industry Investment Management
Experience
Agamemnon Capital   2013 - Present
CrowdSifter   2013 - October 2014
Validatio   2014 - 2014
Robeco Weiss Peck and Greer   2005 - 2013
Ramius Capital Group  May 2004 - August 2004
Citigroup  2000 - 2003
Prudential Securities   1999 - 2000

Skills
Valuation, Financial Modeling, Equities, Equity Research, Hedge Funds, Financial Analysis, Asset Management, Due Dilligence, Portfolio Management, Equity Research Analysis, Investment Management, Alternative Investments

Education
Cornell University - S.C. Johnson Graduate School of Management   2003 — 2005
Masters of Business Administration with Distinction

Cornell University   1995 — 1999
BS, Electrical Engineering

David Traynor JD David Traynor JD Greater Philadelphia Area Details
David Traynor JD's Prudential Securities Experience April 1983 - January 1992
Job Principal Pennsylvania at Nautic Financial
Industry Insurance
Experience
Nautic Financial   August 2015 - Present
Private Research Advisory   January 2010 - Present
Traynor Sports Management   June 1999 - Present
Global Research Advisors   March 2010 - October 2012
Prudential Securities   April 1983 - January 1992
Dean Witter  February 1981 - March 1983
Smith, Barney  January 1973 - January 1981
United States Marine Corps  July 1959 - July 1962

Skills
Financial Risk..., Sports Marketing, Sports Management, Quantitative Analysis, Motivational Speaking, Quantitative Research, Athlete Representation, Athlete Development, Stock Trading, Quantitative Analytics, Hedge Funds, Trading Strategies, Fundraising, Program Management, Trading, Portfolio Management, Sports, Financial Markets, Management, Public Speaking, Coaching, Employee Benefits, HRA, Capital Markets, Life Coaching, Published Author, CRM, Life Insurance, Insurance, Securities, Retirement, Fixed Income, Investments, Asset Allocation, Financial Services, Leadership, Training, Risk Management, Mergers & Acquisitions, Healthcare, Sales, Alternative Investments, Entrepreneurship, Executive Management, Asset Management, Small Business, Start-ups, Finance, Strategic Financial..., Consulting

Education
Fordham Law School   1964 — 1968
JD Doctor of Laws

College of the Holy Cross   1955 — 1959
Bachelor's degree, English Literature

Brooklyn Prep   1951 — 1955

Series 6, Series 7, Series 63, Series 65, Pennslyvania Life , Accident, Health Insurance License

Cindy V. McGulvery Cindy V. McGulvery Greater New York City Area Details
Cindy V. McGulvery's Prudential Securities Experience May 2000 - September 2000
Job Facilities Coordinator/ Office Manager at The National Center on Addiction and Substance Abuse at Columbia University
Industry Nonprofit Organization Management
Experience
CASAColumbia  November 2011 - Present
CASA Columbia   April 2011 - July 2011
CITI SMITH BARNEY  September 2000 - September 2009
Citi Smith Barney  July 2005 - July 2009
Citi Smith Barney  2000 - 2009
Mutual Fund & Annuity   October 2003 - July 2005
Salomon Smith Barney  September 2000 - October 2003
PRUDENTIAL SECURITIES   May 2000 - September 2000

Skills
Calendars, Business Correspondence, Confidentiality, Project Coordination, Human Resources, Management, Marketing, Portfolio Management, Mutual Funds, Nonprofits, Insurance, Training, Sales

Education
Colgate University   1994 — 1999
Bachelor of Arts, Theatre/ Education

Colgate University   1994 — 1999
Bachelor of Arts, Education & Theatre

St Pius V High School   1990 — 1994
Regents Diploma

Charles Preusse Charles Preusse Greater New York City Area Details
Charles Preusse's Prudential Securities Experience July 1995 - March 2001
Job Partner Ridgeway Partners
Industry Staffing and Recruiting
Experience
Ridgeway Partners  February 2010 - Present
Cowen and Company  March 2001 - February 2010
Prudential Securities   July 1995 - March 2001
PaineWebber  July 1992 - July 1993
Merrill Lynch  July 1990 - July 1992

Education
The Tuck School of Business at Dartmouth   1993 — 1995
MBA, Finance

Columbia College (NY)   1986 — 1990
BA, History

Kent School

Vincent Perfetti Vincent Perfetti Greater New York City Area Details
Vincent Perfetti's Prudential Securities Experience June 1992 - April 1994
Job Cloud Product Manager at GE
Industry Information Technology and Services
Experience
GE  September 2014 - Present
Dow Jones  March 2013 - September 2014
Dow Jones  July 2012 - February 2013
Dow Jones  December 2010 - June 2012
New York Public Library  April 2009 - January 2011
New York Public Library  March 1998 - March 2009
Citicorp - Citigroup   1995 - 1998
Citicorp  April 1994 - March 1995
Prudential Securities   June 1992 - April 1994

Skills
Project Management, Program Management, IT Strategy, Vendor Management, Disaster Recovery, SDLC, Knowledge Management, Information Management, Technology Management, Cloud Computing, Information Technology, Change Management, Content Management, Business Analysis, Leadership, Process Improvement, Training, Data Center, ITIL, Infrastructure, Enterprise Software, Management, Product Management, IT Management, Strategy, Strategic Planning, IT Service Management, Security, Staff Management, Outsourcing, Integration, Project Portfolio...

Education
Columbia University in the City of New York   2007 — 2008
Masters, Information Technology Management

Manhattan College   1988 — 1992
BS Electrical Engineering, Electrical and Electronics Engineering

Bronx High School of Science   1984 — 1988
High School Diploma

Ronnie P. Moody, CFP®, CRPC® Ronnie P. Moody, CFP®, CRPC® Huntsville, Alabama Area Details
Ronnie P. Moody, CFP®, CRPC®'s Prudential Securities Experience June 1989 - May 1994
Job President at Oak Tree Financial Services, LLC
Industry Financial Services
Experience
Oak Tree Financial Services, LLC   May 2009 - Present
Legg Mason / Smith Barney   May 1994 - May 2009
Prudential Securities   June 1989 - May 1994

Skills
Asset Allocation, Asset Management, Portfolio Management, Estate Planning, Financial Planning, Retirement Planning, Retirement Income..., Insurance, Annuities, Long Term Care, Personal Finance, 401k Rollovers, Wealth Accumulation, Wealth Management

Education
College for Financial Planning   1991 — 1992
CFP Designation, Financial Planning

University of Alabama   1971 — 1975
BS, Biology

Joseph Pecoraro Joseph Pecoraro Greater New York City Area Details
Joseph Pecoraro's Prudential Securities Experience 1990 - 1999
Job CEO at Ignite Payments First Data Orion
Industry Management Consulting
Experience
Ignite Payments First Data Orion   October 2014 - Present
Constellations Group   June 2010 - Present
Ariane Capital Partners   February 2004 - January 2013
Creditex Group   2005 - April 2008
Archimedian Software   2002 - 2005
MaterialNet   1999 - 2002
Prudential Securities   1990 - 1999
winstons bar   1985 - 1989

Skills
Fixed Income, Equities, Capital Markets, Portfolio Management, Trading, Investment Banking, Securities, Bloomberg, Derivatives, Financial Markets, Bonds, Due Diligence, Electronic Trading, Trading Systems, Business Strategy, Start-ups, Alternative Investments, New Business Development, Venture Capital, Leadership, Strategy, Emerging Markets, Private Equity, Hedge Funds, Valuation, Asset Management, Mergers & Acquisitions, Investor Relations

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance

Georgetown University   1985 — 1989
BSBA, Business Administration

Chaminade High School   1981 — 1985

John Wilfong John Wilfong New York, New York Details
John Wilfong's Prudential Securities Experience 1993 - 1996
Job Financial, Corporate & Crisis Communications Professional
Industry Public Relations and Communications
Experience
JRW Consulting   2009 - Present
Focus LLC  2005 - 2009
Tribune Company  2000 - 2003
William Blair and Company  1996 - 1999
Prudential Securities   1993 - 1996
US Senator Chris Dodd   1991 - 1993
US Congressman Joe Brennan   1989 - 1991

Skills
Investor Relations, Corporate Communications, Strategic Communications, Message Development, CEO Communications, Reputation Management, Thought Leadership, Public Relations, Public Affairs, Government, Crisis Management, Social Media Outreach, Business Development, Marketing Communications, Salesforce.com, Marketo

Education
The George Washington University
MBA

Colby College
BA

Richard R. Waterfield Richard R. Waterfield Orange County, California Area Details
Richard R. Waterfield's Prudential Securities Experience June 1992 - June 1994
Job CoChairman & CEO at Waterfield Financial
Industry Banking
Experience
Waterfield Financial  January 1989 - Present
Goldman Sachs  June 1994 - June 1997
Prudential Securities   June 1992 - June 1994

Skills
Investments, Equities, Investment Banking, Asset Management, Financial Services, Loans, Portfolio Management, Finance, Financial Analysis, Executive Management, Credit, Business Strategy, Entrepreneurship, Private Equity, Banking, Risk Management, Start-ups, Strategic Planning, Venture Capital, Strategy, Business Planning, Mergers, Business Development, Strategic Financial..., Valuation, Alternative Investments, Hedge Funds, Management, Capital Markets, Team Building, Leadership, Due Diligence, Financial Structuring, Management Consulting

Education
Columbia University in the City of New York   1990 — 1994
BA, Economics

Canterbury School   1986 — 1990
High School Diploma, Liberal Arts and Sciences/Liberal Studies

Culver Military Academy   1982 — 1986

Adam Budnick Adam Budnick Greater New York City Area Details
Adam Budnick's Prudential Securities Experience 2000 - 2000
Job Managing Director at AIG Markets
Industry Financial Services
Experience
AIG Financial Products  April 2004 - February 2012
Citigroup Global Markets  2001 - 2003
Prudential Securities   2000 - 2000
Intex Solutions  1994 - 2000

Skills
Structuring, Alternative Investments, Hedge Funds, Financial Structuring, Asset Managment, Credit, CDO, Fixed Income, Credit Derivatives, Structured Products, Series 7, Asset Management, Capital Markets, Derivatives, Options, Swaps, Bonds, Structured Finance, Investment Banking

Education
Columbia University - Columbia Business School   1998 — 1999
MBA, Finance

University of Pennsylvania   1990 — 1994
BA, Economics, Psychology

Loomis Chaffee

Loomis Chaffee

A.J. Bosco A.J. Bosco Greater New York City Area Details
A.J. Bosco's Prudential Securities Experience November 2000 - May 2003
Job Vice President Assistant General Counsel at JPMorgan Chase
Industry Legal Services
Experience
JPMorgan Chase  July 2013 - Present
Moodys Corporation  September 2011 - Present
Bank of America Securities  June 2010 - September 2011
Deutsche Bank Securities  May 2003 - June 2010
Prudential Securities   November 2000 - May 2003
Securities and Exchange Commission  August 1997 - November 2000
New York County District Attorney's Office  August 1986 - July 1997

Skills
Securities, FINRA, AML, Compliance, Banking, Securities Regulation, Capital Markets, Internal Investigations, Securities Fraud, Securities Litigation, Risk Management, SEC, Corporate Governance, Hedge Funds, Financial Risk, Risk Assessment, Mutual Funds, Financial Regulation, Due Diligence, Corporate Law, Financial Services, FCPA, Fraud, Private Investigations, Financial Institutions, Private Equity, Securitization, Policy, Structured Finance, Anti Money Laundering

Education
Fordham University School of Law   1983 — 1986
J.D.

Columbia University in the City of New York   1977 — 1981
B.A.

Columbia University in the City of New York   1977 — 1981
ba

Gov. Livingston

Ashley (Raymond) Harrell Ashley (Raymond) Harrell Columbia, South Carolina Area Details
Ashley (Raymond) Harrell's Prudential Securities Experience July 1996 - June 1998
Job Program Assistant at Department of Adminstration State Office of Victim Assistance
Industry Accounting
Experience
The Exchange  March 2009 - July 2010
Caterpillar Financial  January 2008 - December 2008
Pine Oaks Lodge   September 2005 - August 2007
United States Air Force  December 1998 - September 2005
Grass Roots Energy   June 1998 - November 1998
Prudential Securities   July 1996 - June 1998

Skills
Retail, Loss Prevention, Store Management, Retail Sales, Cashiering, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Customer Service, PowerPoint, Works well in a team, Work Well Independently, Well-organized, Courtesy, Friendly Personality, Reliability, Highly detail oriented, Highly Reliable, Highly Dedicated, Supply Management, Meeting Scheduling, Time Management, Written & Verbal..., Interpersonal Skill, Girl Scout Leader, People Skills, Love to Learn, Proofreading, Creativity

Education
Columbia Southern University   2010 — 2014
Associate's Degree

Jeffrey Mintz Jeffrey Mintz Canon City, Colorado Details
Jeffrey Mintz's Prudential Securities Experience March 1999 - March 2004
Job Contract Administrator at Colorado Department of Corrections
Industry Law Practice
Experience
Colorado Department of Corrections  October 2013 - Present
Self-employed  December 1988 - Present
Griffin Enterprises, Inc.   April 2006 - September 2012
Prudential Securities   March 1999 - March 2004

Education
Samford University, Cumberland School of Law   1985 — 1988
Juris Doctorate, Law

Colorado State University   1981 — 1985
Bachelor of Arts (B.A.), Political Science and Government

Steven A Boorstein, CFP® Steven A Boorstein, CFP® Greater Philadelphia Area Details
Steven A Boorstein, CFP®'s Prudential Securities Experience January 1999 - November 2002
Job College Planning & Financial Aid Strategies Retirement Income Planning Investment Management
Industry Investment Management
Experience
RockCrest Financial   November 2002 - Present
Prudential Securities   January 1999 - November 2002
Boiron  January 1996 - December 1998
Pennsylvania Society of Health Systems Pharmacists/PCPS   September 1994 - January 1996
Scientific Staffing  April 1994 - September 1994
Virtua (West Jersey Health System)   May 1988 - March 1994

Skills
Certified Financial..., Registered Principal, Investment Advisor..., Investment Management, Portfolio Management, Asset Management, Model Portfolios, Retirement Planning, Personal Financial..., Business Retirement..., Investments, Securities, Series 7, Series 63, Series 24, Series 65, Series 31, Life & Health Insurance..., Disability Insurance, Long Term Care Insurance

Education
College for Financial Planning

Temple University   1991 — 1994
Pharm.D.

University of the Sciences in Philadelphia   1988 — 1991
BS in Pharmacy

Rutgers, The State University of New Jersey-Camden   1986 — 1988

Cinnaminson   1982 — 1986

Melissa Cook, CFA Melissa Cook, CFA Greater New York City Area Details
Melissa Cook, CFA's Prudential Securities Experience 1991 - 2001
Job Founder and Managing Director at African Sunrise Partners LLC
Industry Financial Services
Experience
U.S. President's Advisory Council on Doing Business in Africa   November 2014 - Present
African Sunrise Partners LLC   August 2010 - Present
Credit Agricole Securities/CLSA   April 2007 - July 2010
Lazard Asset Management  2002 - 2007
Prudential Securities   1991 - 2001
Barclays de Zoete Wedd   1990 - 1991
Drexel Burnham Lambert  1986 - 1989

Education
New York University - Leonard N. Stern School of Business   1989 — 1991
MBA, Finance

Dartmouth College   1978 — 1982
BA, History

Rick Balmaseda, CFP® Rick Balmaseda, CFP® Danbury, Connecticut Details
Rick Balmaseda, CFP®'s Prudential Securities Experience March 1984 - January 2003
Job Investing Experience for over 33 years
Industry Investment Management
Experience
Benjamin F. Edwards & Co.   February 2011 - Present
Wells Fargo Advisors  January 2008 - February 2011
Wachovia Securities  January 2003 - January 2008
Prudential Securities   March 1984 - January 2003
Moseley,Hallgarten,Estabrook, and Weeden, Inc.   August 1981 - March 1984

Skills
Retirement Income..., Retirement Planning, Wealth Management

Education
Colgate University   1976 — 1980
Social Relations

Julie Smalfelt Julie Smalfelt Washington D.C. Metro Area Details
Julie Smalfelt's Prudential Securities Experience 1993 - 1995
Job Consultant on Sustainability in Spas
Industry Consumer Services
Experience
Wellness Services, LLC   March 2000 - Present
The Motley Fool  1998 - 2000
The March of Dimes Birth Defects Foundation   1996 - 1998
Prudential Securities   1993 - 1995
The Chase Manhattan Bank  1991 - 1993

Skills
Fluent in French, Natural Products Retail..., Author, Holistic Health, Healing, Editing, Cosmetics, Beauty, Spa, Marketing Strategy, Marketing, Lifestyle, Entrepreneurship, Social Media, Small Business, Retail, Employment Law, Management, Employee Relations, Customer Service, Natural Products, Organic Products, Life Coaching, Reiki, Bodywork, Meditation, Relaxation, Start-ups, Beauty Industry

Education
UNIVERSITY OF VERMONT Institute for Global Sustainability   2014 — 2014
Advanced Certificate in Sustainable Innovation in Business

Cornell University
Master of Science, Industrial and Labor Relations

Indiana University Bloomington
Juris Doctor, Employment Law

Tufts University
BA, International Relations

Tufts University
MA, French

Amy Margolis Amy Margolis Greater New York City Area Details
Amy Margolis's Prudential Securities Experience 1982 - 2003
Job Principal, Origination at The Riverside Company
Industry Financial Services
Experience
The Riverside Company  November 2006 - Present
Prudential Securities   1982 - 2003

Skills
Portfolio Management, Mergers, Corporate Finance, Investments, Venture Capital, Valuation, Private Equity, LBO, Buyouts, Management, Financial Analysis, Investment Banking

Education
Columbia University - Columbia Business School
MBA, Finance/Accounting

Trinity College-Hartford
BA, History

Joseph Boushelle Joseph Boushelle Cleveland/Akron, Ohio Area Details
Joseph Boushelle's Prudential Securities Experience 2001 - 2004
Job Director of Investments
Industry Investment Management
Experience
Hartland & Co.   January 2012 - Present
Ohio PERS  September 2008 - 2011
JPMorgan Chase  May 2007 - September 2008
JPMorgan Chase  June 2005 - May 2007
United States Marine Corps  June 1997 - March 2004
Prudential Securities   2001 - 2004

Skills
Financial Modeling, Equities, Portfolio Management, Hedge Funds, Asset Management, Private Equity, Real Estate, Due Diligence, Information Technology, Oil & Gas Industry, Asset Allocation, Credit Derivatives, Credit Risk, Credit, Alternative Investments, Investments, Capital Markets, Financial Analysis, Finance, Valuation, Trading

Education
Cornell University - S.C. Johnson Graduate School of Management   2004 — 2006
MBA

The University of Chicago   1992 — 1996
BA, Economics

Thomas Hearne Thomas Hearne Redding, Connecticut Details
Thomas Hearne's Prudential Securities Experience 1995 - 1999
Job Insurance Agent at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions  July 2013 - Present
Heron Coaching   2004 - Present
National Legacy Group  July 2012 - June 2013
ThirdLevel   2007 - 2011
Conceptis Technologies, Inc.   1999 - 2001
Prudential Securities   1995 - 1999
Smith Barney  1986 - 1994
E F Hutton & Company   1977 - 1985

Skills
Listening Skills, Executive Coaching, Coaching, Leadership Development, Mentoring, Healthcare, Organizational..., Emotional Intelligence, Leadership, Program Management, Change Management, Team Building, Employee Training, Small Business, Entrepreneurship, Performance Management, Talent Management, Employee Engagement, Management, Team Leadership, Health Insurance, Life Insurance, Fixed Annuities, Indexed Annuities

Education
Institute for Professional Empowerment Coaching (IPEC)   2002 — 2003
Certified Empowerment Coach

Colby College   1973 — 1977
BA, Philosophy, Math, Economics

Jean-Michel Huet Jean-Michel Huet Greater New York City Area Details
Jean-Michel Huet's Prudential Securities Experience March 2002 - December 2003
Job Senior Product Manager
Industry Financial Services
Experience
MSCI Inc.  January 2006 - Present
Prudential Financial  December 2003 - December 2005
Prudential Securities   March 2002 - December 2003
TradeCard  February 2000 - September 2001
Unilever  1999 - 2000
Morgan Stanley  February 1994 - July 1997

Skills
Forecasting, Leadership, Portfolio Management, Financial Services, Product Management, Financial Analysis, Business Strategy, Business Analysis, Market Research, Risk Management, Product Marketing, Strategic Planning, New Business Development, Equities, Analytics, Product Development, Analysis, Cross-functional Team..., Finance, Entrepreneurship, Business Planning, Management, Business Development, Marketing Strategy, Capital Markets, Investments, Strategy, Financial Modeling, Start-ups, Wealth Management, Securities, Sales, Strategic Partnerships, Emerging Markets, Marketing, Investment Banking, Mutual Funds, Valuation, Private Equity, Pricing, ETFs, Budgets, Competitive Analysis, Banking

Education
Columbia University - Columbia Business School   1997 — 1999
MBA, Finance and Marketing

ESSEC Business School   1991 — 1993
Diplome d'Ecole Superieure, Finance and Accounting

Kenyon College   1987 — 1991
BA, Economics and Mathematics

Ned Steiger, CFA, CPA Ned Steiger, CFA, CPA West Hartford, Connecticut Details
Ned Steiger, CFA, CPA's Prudential Securities Experience 2000 - 2001
Job Trusted Advisor at Lindberg & Ripple to help families build, preserve and protect capital
Industry Financial Services
Experience
Lindberg & Ripple  2013 - Present
Trust Company of Connecticut / First Niagara Investment Management   2003 - 2013
Derby Capital Management   2001 - 2003
Prudential Securities   2000 - 2001
Bear, Stearns & Co. Inc.   1998 - 2000
pwc - PricewaterhouseCoopers  1992 - 1998

Skills
Portfolio Management, Accounting, Fixed Income, Equity Research, Mergers, Holistic Financial..., Strategic Financial..., Investment Management, Financial Advisory, Credit, Mergers & Acquisitions, Mutual Funds

Education
Hobart and William Smith Colleges

Northeastern University - Graduate School of Business Administration
mba msa

Kim Leslie Shafer Kim Leslie Shafer New York, New York Details
Kim Leslie Shafer's Prudential Securities Experience June 1994 - October 1996
Job Financial Expert
Industry Financial Services
Experience
- Consultant, Expert Witness and Senior Advisor   March 2009 - Present
Center for Financial Stability   2011 - 2013
Financial Crisis Inquiry Commission  February 2010 - January 2011
Bear Stearns  April 1997 - June 2008
Prudential Securities   June 1994 - October 1996
Dean Witter  September 1992 - June 1994
U.S.Senate Banking Committee   February 1989 - August 1992
White & Case  November 1984 - February 1989

Skills
Expert Witness, Fixed Income, Securitization, Securities, Valuation, Financial Regulation, Structured Finance, Investment Banking, Capital Markets, Finance, Structured Products, Corporate Governance, Derivatives, Financial Services, Hedge Funds, Equities, Market Risk, Investment Management, Banking, Alternative Investments

Education
Columbia University School of Law   1981 — 1984
JD

Vanderbilt University   1975 — 1979
BA, Political Science, Economics

June Munshi (Yu) June Munshi (Yu) Greater New York City Area Details
June Munshi (Yu)'s Prudential Securities Experience September 1998 - December 2000
Job Managing Partner at The CenterCap Group, LLC
Industry Investment Management
Experience
The CenterCap Group, LLC   August 2009 - Present
CBRE Investors  July 2007 - May 2009
Lehman Brothers  September 2006 - July 2007
Wachovia Securities, LLC  June 2001 - September 2006
Prudential Securities   September 1998 - December 2000
Bangkok Bank PCL  1996 - 1996
National Westminster Bank  1994 - 1996

Skills
Investment Properties, Investments, Asset Managment, Real Estate Economics, Asset Management, Mergers & Acquisitions, Private Equity, Valuation, Structured Finance, Due Diligence, Portfolio Management, Management, Real Estate Development, Alternative Investments, Disposition, Financial Structuring, Investment Banking

Education
Columbia University - Columbia Business School   1997 — 1998
MBA, Finance

University of Pennsylvania   1990 — 1994
BA, Economics and International Relations

Ruamrudee International School   1981 — 1990

Russell Diamond Russell Diamond Greater New York City Area Details
Russell Diamond's Prudential Securities Experience September 1991 - December 1996
Job
Industry Financial Services
Experience
Spectrum Group Management   February 2015 - Present
Children's Aid Society  June 2013 - Present
Gates Capital Management  February 2010 - February 2015
Solution Capital Partners   February 2008 - February 2010
West Side Advisors   December 2000 - February 2008
GEM Capital Management   December 1996 - December 2000
Prudential Securities   September 1991 - December 1996

Education
Columbia University - Columbia Business School   1996 — 1998
Master of Business Administration (MBA)

Cornell University   1987 — 1991
Bachelor of Arts (BA), Government (Modern European Studies), Italian Literature

Daniel Chai Daniel Chai Boston, Massachusetts Details
Daniel Chai's Prudential Securities Experience 1988 - 1996
Job Vice President at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates  2010 - Present
LECG, LLC  2003 - 2010
The Brattle Group  1999 - 2003
Putnam, Hayes & Bartlett   1998 - 1999
Prudential Securities   1988 - 1996

Skills
Valuation, Financial Modeling, Strategic Planning, Due Diligence, Mergers, Corporate Finance, Economics, Finance, Financial Services, Private Equity, Business Valuation, Consulting, Mergers & Acquisitions, Venture Capital, Financial Analysis, Risk Management, Management Consulting, Strategy, Management, Corporate Development, Acquisition Integration

Education
University of Rochester - Simon Business School   1996 — 1998
MBA, Finance

Cornell University   1984 — 1988
AB, Economics

Byram Hills   1980 — 1984

Richard Hevner Richard Hevner Greater Philadelphia Area Details
Richard Hevner's Prudential Securities Experience 1982 - 2003
Job Managing DirectorInvestments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 1973 - Present
Thomas Jefferson University Hospitals  July 1989 - Present
Rajant Corporation  July 2001 - July 2015
Elkins & Co   July 1973 - July 2015
Moore College of Art and Design  July 1984 - 2014
Methodist Home for Children Foundation   1984 - 2012
KBJ Properties LLC   2005 - 2011
Prudential Securities   1982 - 2003
United States Marine Corps  June 1968 - May 1972

Education
University of Pennsylvania - The Wharton School   1967 — 1969
MBA, Finance

Colgate University   1963 — 1967
BA, Economics

David McKinley David McKinley Wheeling, West Virginia Area Details
David McKinley's Prudential Securities Experience July 1996 - September 2003
Job Investor | Business Owner | Leader
Industry Investment Management
Experience
McKinley Carter Wealth Services, Inc   September 2003 - Present
Willow Glen Capital, LLC   October 2010 - Present
McKinley Properties, LLC   February 2007 - Present
Prudential Securities   July 1996 - September 2003
WesBanco Securities   1994 - 1996
WesBanco Trust and Investments   1991 - 1994

Skills
Investments, Wealth Management, Strategy, Retirement Planning, Portfolio Management, Investment Advisory, Mutual Funds, Leadership, Management, Finance, Real Estate, Strategic Planning, Wealth, Real Estate Development, Sales Management

Education
The Aji Network   2008 — 2010
Business Professional Course

College for Financial Planning   2006 — 2007

West Liberty State University   1991 — 1995
BS/BA, Marketing

Richard Steinhauer Richard Steinhauer Greater New York City Area Details
Richard Steinhauer's Prudential Securities Experience 1997 - 2003
Job Consultant at UNICEF
Industry Computer Software
Experience
UNICEF  April 2011 - Present
Bank Leumi/Fidelity Information Services   November 2009 - October 2010
Prudential Equity Group  2003 - 2008
Prudential Securities   1997 - 2003
The Chase Manhattan Bank  1984 - 1996

Skills
Lotus Notes, Software Development

Education
Columbia University in the City of New York   1968 — 1972
BA, Math

Stuyvesant H.S.   1964 — 1968

Sharon Asch Gold Sharon Asch Gold Greater New York City Area Details
Sharon Asch Gold's Prudential Securities Experience 1996 - 1997
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley  May 2006 - Present
ABN AMRO  2004 - 2006
Moody's Investors Service  July 1997 - June 2004
Prudential Securities   1996 - 1997

Skills
Securitization, ABS, Structured Finance, Capital Markets, Credit Analysis, STUDENT LOAN, Higher Education, Loans, Loan Origination, Financial Structuring, Derivatives, Investment Banking, Fixed Income, Structured Products, Credit Risk, Securities, Financial Modeling, Bonds, Credit Derivatives, Credit, Corporate Finance, Equities, Valuation, Portfolio Management, Alternative Investments, Finance, Financial Services, Banking, Hedge Funds

Education
Columbia University - Columbia Business School

Syracuse University
Bachelor's Degree, Accounting

David Bernat David Bernat Greater New York City Area Details
David Bernat's Prudential Securities Experience December 1998 - November 2000
Job Securities Structuring, Risk Management & Compliance
Industry Financial Services
Experience
Mission Markets Inc.  September 2012 - April 2015
Jackson Securities  April 2010 - August 2012
Banc of America Securities LLC  November 2001 - May 2009
Prudential Securities   December 1998 - November 2000
KPMG Peat Marwick LLP  April 1997 - December 1998
First Albany Corp.  February 1996 - March 1997
Merrill Lynch  August 1988 - January 1996
The Penn Central Corporation   January 1980 - December 1986

Skills
Market Risk, Public Finance, Credit Risk, Municipal Bonds, Private Placements, Legal Compliance, Financial Risk, Risk Assessment, Standards Compliance, Credit Analysis, Securities Regulation, Enterprise Risk..., Interest Rate..., Contract Negotiation, Securities Offerings, Regulation D, Corporate Finance, Investment Banking, Investments, Securities, Capital Markets, Due Diligence, Finance, Equities, Asset Management, Structured Finance, Fixed Income, Strategy, Management, Financial Modeling

Education
Columbia University in the City of New York   1987 — 1988
Master of Business Administration (MBA), Accounting and Finance

Duke University   1975 — 1978
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3.39

Union College   1971 — 1975
Bachelor of Arts (B.A.), Political Science and Government, 3.54

David Conrad David Conrad Greater New York City Area Details
David Conrad's Prudential Securities Experience June 1999 - May 2002
Job Vice President, Business Banking
Industry Banking
Experience
PNC  October 2014 - Present
Citizens Bank  2009 - 2014
Wachovia Bank  2007 - 2008
Wachovia Bank  2005 - 2007
Wachovia Bank  October 2003 - June 2005
Wachovia Securities  June 2002 - September 2003
Prudential Securities   June 1999 - May 2002
Bear Stearns  June 1998 - May 1999

Skills
Coaching, Business Credit, Retail Credit Trained, Team Building, Sales Management, Production Management, Product Management, Marketing Strategy, Product Marketing, Commercial Banking, Retail Banking, Banking Relationships, Banking, Professional Networking, Relationship Development, Salesforce.com, Sales Process, Training & Development, Staff Training, Small Business Lending, Cross Selling, Risk Management, Portfolio Management, Refinance, Investments, Wealth Management, Training, Building Relationships, Recruiting, Cold Calling, Commercial Mortgages, Asset Based Lending, Talent Acquisition, SBA, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit Analysis, Lines Of Credit, Sales, Credit, Commercial Lending, Finance, Residential Mortgages, Customer Service, Leadership

Education
Penn State University   1995 — 1999
BA, Economics

Columbia University in the City of New York   1997 — 1998
Visiting Student, Economics

Frank Condon Frank Condon Greater New York City Area Details
Frank Condon's Prudential Securities Experience April 1993 - November 1999
Job Sr. Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services  November 1999 - Present
Prudential Securities   April 1993 - November 1999
Prudential Property & Casualty  1988 - 1992

Education
Cornell University   1984 — 1988
Bachelor of Arts, Economics, Government

Christian Brothers Academy   1980 — 1984
High School, Christian Brothers Academy

Glenn Shane, CFP Glenn Shane, CFP Tampa/St. Petersburg, Florida Area Details
Glenn Shane, CFP's Prudential Securities Experience 1984 - 1988
Job Managing DirectorWealth Management PlannerFinLife Consultant
Industry Financial Services
Experience
Girard Securities  January 2008 - Present
United Capital Financial Advisors, Inc   2008 - Present
SunAmerica  1988 - 2008
Prudential Securities   1984 - 1988
Dun & Bradstreet  1982 - 1984

Skills
Big Picture Thinking, Analytical Skills, Building Strong..., Crisis Resolution, Financial Advisory, Wealth Management, Retirement Planning, IRAs, Investments, Strategic Financial..., Insurance, Investment Strategies, Estate Planning, Investment Advisory, Alternative Investments

Education
College for Financial Planning   1984 — 1986
Certified Financial Planner

University of South Florida   1976 — 1980

Miami Beach High School

Ben Bartel, CRPS Ben Bartel, CRPS Phoenix, Arizona Area Details
Ben Bartel, CRPS's Prudential Securities Experience January 2001 - January 2002
Job Vice President at Mutual of America
Industry Financial Services
Experience
Mutual of America  July 2010 - Present
Mutual of America  March 2005 - June 2010
Mutual of America Securities Corporation   March 2005 - June 2010
ECA Marketing  February 2002 - February 2005
Prudential Securities   January 2001 - January 2002
North Star Resource Group  September 1997 - December 2000

Skills
401k, Defined Benefit, Retirement, IRAs, Retirement Planning, ERISA, Pensions, Investments, Mutual Funds, Asset Allocation, Defined Contribution, Roth IRA, Sales, Insurance, Series 63, Series 6

Education
College for Financial Planning   2009 — 2009
CRPS, Chartered Retirement Plans Specialist

Saint Cloud State University - G.R. Herberger College of Business   1993 — 1997
Bachelor of Science (BS), Marketing

Michele Povelko Michele Povelko Las Vegas, Nevada Area Details
Michele Povelko's Prudential Securities Experience September 2001 - November 2003
Job Director of Global Supply Chain at Gaming Partners International Corporation
Industry Executive Office
Experience
Gaming Partners International Corporation  November 2009 - Present
The Upper Deck Company  May 2006 - September 2009
Citi Group  November 2003 - June 2006
Prudential Securities   September 2001 - November 2003
Smith Barney  1995 - 2001
National Investment & Tax Managers   1992 - 1995

Skills
Forecasting, Strategic Planning, Inventory Management, Management, Process Improvement, Budgets, Purchasing, Supply Chain, Cross-functional Team..., Manufacturing, Customer Service, Leadership, Microsoft Excel, Team Building, Negotiation, Sales, Operations Management, Vendor Management, Business Strategy, Product Development, Project Management, New Business Development, Project Planning, Start-ups, Analysis

Education
University of Phoenix   2001 — 2005
BS, Business Management

College of Southern Nevada   1999 — 2001
AA, General Studies

Las Vegas High School   1984 — 1988

Jim Foard, Jr. Jim Foard, Jr. Springfield, Massachusetts Area Details
Jim Foard, Jr.'s Prudential Securities Experience January 2000 - May 2002
Job Senior Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc  February 2014 - Present
UBS Financial Services Inc.  January 2013 - January 2014
UBS Financial Services Inc.  January 2007 - December 2012
UBS PaineWebber  May 2002 - December 2006
Prudential Securities   January 2000 - May 2002

Education
College of the Holy Cross   1988 — 1992
BA

Barbara Scharf Schamest Barbara Scharf Schamest Greater New York City Area Details
Barbara Scharf Schamest's Prudential Securities Experience March 1985 - November 2001
Job Senior Marketing & Strategy Executive
Industry Financial Services
Experience
Bank Leumi USA  February 2013 - Present
Independent Consulting  February 2008 - Present
The Dessoff Choirs Inc   July 2002 - Present
Smith Barney/Citigroup  February 2006 - February 2008
Firemans Fund Insurance Company  February 2003 - February 2006
Prudential Securities   March 1985 - November 2001
Prudential Financial  1997 - 2000
Standard & Poor's   August 1981 - March 1985

Skills
General Management, Marketing Strategy, Marketing Communications, Branding, Customer Segmentation, Product Development, Business Intelligence, Marketing Research, Customer Analytics, Management, Integrated Marketing, Analytics, Segmentation, CRM, Start-ups, Strategy, Advertising, Financial Services, Marketing, Leadership, Business Strategy, Business Planning, Strategic Planning

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

Columbia University in the City of New York
MA

Wheaton College (MA)
BA

Brian Court Brian Court Santa Barbara, California Area Details
Brian Court's Prudential Securities Experience October 2000 - December 2002
Job Director Client Experience at DHD Data Hardware Depot
Industry Information Technology and Services
Experience
DHD - Data Hardware Depot   April 2012 - Present
Worldwide Supply, LLC   June 2010 - April 2012
Management Recruiters - Santa Barbara   January 2007 - June 2010
American Communications, LLC   April 2002 - January 2007
Prudential Securities   October 2000 - December 2002
Morgan Stanley Dean Witter  September 1999 - October 2000

Skills
Cisco Technologies, Juniper, HP, F5 BigIP, Riverbed, Brocade, Adtran, Extreme Programming, Force10, Enterasys, MPLS, Unified Communications, Telecommunications, Enterprise Software, VoIP, Strategic Partnerships, VPN, Direct Sales, Sales, Business Alliances, Data Center, Go-to-market Strategy

Education
Covenant College   1997 — 1999
BA, History, Philosophy

Westmont College   1994 — 1997

Michael Clare Michael Clare Greater Atlanta Area Details
Michael Clare's Prudential Securities Experience 1997 - 1998
Job Senior Applications Engineer at Tata Consultancy Services (TCS)
Industry Computer Software
Experience
Tata Consultancy Services (TCS)   October 2012 - Present
William E. Wecker Associates, Inc.   2010 - 2011
QRX Group   2004 - 2009
Countrywide Securities Corporation  2002 - 2003
University of Michigan Business School  1998 - 2000
Prudential Securities   1997 - 1998
Salomon Brothers  1996 - 1997
Merrill Lynch  1995 - 1996
Hudson Capital Group  1994 - 1995

Skills
R, SAS, SQL, Data Analysis, MapReduce, Statistics, Hadoop, Hive, Unix, Forecasting, Java, Linux, Perl, SAS Macro, S-Plus, C, C++, Fortran, Regression Analysis, Survival Analysis, MBS, ABS, Applied Mathematics, Probability, Tableau, Teradata, GLM

Education
Columbia University in the City of New York   1993 — 1994
MA, Statistics

University of Michigan   1989 — 1993
BS, Mathematics, Statistics

Andover High School   1985 — 1989
High School Diploma

Clark Smith Clark Smith Tampa, Florida Details
Clark Smith's Prudential Securities Experience April 2000 - January 2003
Job Senior VP, SunTrust Bank
Industry Financial Services
Experience
SunTrust  August 2015 - Present
UBS Wealth Management  January 2013 - July 2015
UBS Financial Services Inc  August 2009 - December 2012
UBS Financial Services Inc  October 2007 - July 2009
UBS Financial Services, Inc  July 2005 - September 2007
Wachovia Securities  January 2003 - May 2004
Prudential Securities   April 2000 - January 2003
Prudential Securities   December 1998 - April 2000
U.S. Naval Reserves   December 1994 - May 1999
Prudential Securities   August 1994 - December 1998

Skills
Leadership, Sales Management, Recruiting, Wealth Management, Financial Advisory, Life Insurance, Annuity Sales, Coaching, Training, Management, Leadership Development, Investment Strategies, Series 8, Series 7, Series 63, Series 65

Education
Cornell University   1984 — 1988
BA, Government, Economics, German

Oley Valley High School   1980 — 1984
Diploma

Michael Vanin Michael Vanin Greater Boston Area Details
Michael Vanin's Prudential Securities Experience 1989 - 2001
Job Chief Operating Officer and SVP of Sales at GXT Green
Industry Renewables & Environment
Experience
GXT Green   December 2010 - Present
EMC  March 1997 - December 2008
1105 Consulting   February 1999 - December 2003
Mercury Wealth Management   January 2002 - March 2003
Charles River School  September 1999 - September 2002
St. Andrews Episcopal Church of Wellesley   January 2000 - January 2001
Prudential Securities   1989 - 2001
EMC  March 2000 - May 2000
Kidder Peabody  February 1985 - August 1989
Green Vale School  September 1976 - June 1985

Skills
Cross-functional Team..., Start-ups, Entrepreneurship, Business Development, Program Management, Business Planning, Leadership, Analytics, Enterprise Software, Strategy, Lead Generation, New Business Development, Team Leadership, Strategic Planning, Sales Management, Marketing, Business Analysis, Management, Product Development, Process Improvement, Sales, Forecasting, Integration, Product Management, SaaS, Cloud Computing, Business Strategy, Competitive Analysis, Finance, Solution Selling, Product Marketing, Executive Management, CRM, Budgets, Strategic Partnerships, P&L Management, Pricing, Product Launch, Management Consulting, Go-to-market Strategy, Professional Services, Salesforce.com, Mergers & Acquisitions, Consulting, Sales Operations

Education
University of Pennsylvania - The Wharton School   1990 — 1993

Columbia University in the City of New York   1985 — 1990
Masters

University at Albany, SUNY   1972 — 1976
BA

Bob Kargenian Bob Kargenian Orange, California Details
Bob Kargenian's Prudential Securities Experience July 1985 - February 2004
Job President at TABR Capital Management, LLC
Industry Financial Services
Experience
TABR Capital Management, LLC   February 2004 - Present
Prudential Securities   July 1985 - February 2004
E.F. Hutton & Company   December 1981 - July 1985

Education
Cal State Fullerton   1977 — 1981
BA in Sports Administration

College of the Sequoias   1975 — 1977
AA Degree

Angela Lee Angela Lee Greater New York City Area Details
Angela Lee's Prudential Securities Experience December 1999 - March 2001
Job Assistant Dean, Columbia Business School // Founder, 37 Angels
Industry Higher Education
Experience
Columbia Business School  January 2013 - Present
37 Angels  2012 - Present
Columbia Business School, UC Berkeley, NYU   June 2010 - Present
Fresco Education Fund, Alice App, Startup Leadership Program   June 2013 - Present
Delphinity   2010 - January 2013
McKinsey & Company  August 2007 - August 2010
Teach for America  2009 - 2009
Providian Financial / Washington Mutual   March 2001 - August 2005
Prudential Securities   December 1999 - March 2001

Skills
Leadership Development, Management Consulting, Change Management, Organizational..., Organizational Change, Educational Leadership, Training & Development, Training Delivery, Speaking Engagements, Conference Speaking, Angel Investing, Social Entrepreneurship, Public Speaking, Strategy, Start-ups, Due Diligence, Entrepreneurship, Investments, Venture Capital, Corporate Development, Private Equity, Employee Training, Strategic Consulting, Mergers & Acquisitions, Leadership, Business Strategy, Management, Consulting

Education
Columbia University - Columbia Business School

University of California, Berkeley

International School of Beijing

Lisa Gonzalo Lisa Gonzalo Greater New York City Area Details
Lisa Gonzalo's Prudential Securities Experience June 1999 - December 2001
Job Associate at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C.   June 2015 - Present
U.S. Department of Justice, Civil Division   June 2014 - June 2015
Day Pitney LLP  January 2010 - June 2014
New Jersey Crime Victims Law Center  September 2009 - December 2009
Lincoln Square Legal Services  August 2008 - December 2008
Day Pitney LLP  May 2008 - August 2008
Securities and Exchange Commission  June 2007 - August 2007
A.G. Edwards & Sons   December 2001 - July 2006
Prudential Securities   June 1999 - December 2001
United States Air Force  August 1990 - July 1994

Skills
Litigation, Legal Writing, Civil Litigation, Legal Research, Legal Assistance, Appeals, Creditors' Rights, Pleadings, Securities, Motions, Corporate Governance, Securities Regulation, Dispute Resolution, Commercial Litigation, Franchise Litigation, Trade Secrets, International Trade Law, Customs Valuation, Customs Regulations, International Trade, Mediation, Courts, Franchising

Education
Fordham University School of Law   2006 — 2009
J.D., Law

Rutgers University-New Brunswick   1996 — 1998
BA, Political Science

Community College of the US Air Force   1990 — 1993
Associate, Applied Science, Avionics Systems Technology

Euriah Bennett Euriah Bennett Atlanta, Georgia Details
Euriah Bennett's Prudential Securities Experience 1993 - 1996
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments  November 2014 - Present
Raymond James  October 2010 - 2014
Dexia Credit Local  2007 - 2010
JPMorgan  2004 - 2007
Bank One / JP Morgan   2001 - 2004
Jackson Securities  2000 - 2001
JC Bradford  1997 - 2000
AIG  1996 - 1997
Prudential Securities   1993 - 1996

Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation

Education
Columbia University - Columbia Business School
MBA, Finance

Stanford University
Bachelor of Arts (B.A.), Economics

Amy Strauss Boehm Amy Strauss Boehm Greater Atlanta Area Details
Amy Strauss Boehm's Prudential Securities Experience 1996 - 1998
Job Director of Business Development at Synapse Technologies
Industry Information Technology and Services
Experience
Synapse Technologies  September 2014 - Present
Kinetix  February 2013 - September 2014
Jack Nadel International  June 2011 - January 2013
Prudential Securities   1996 - 1998
ChildPlus Software  1994 - 1996
Cable News Network  1989 - 1994
CNN  1988 - 1989

Skills
Account Management, Marketing, Networking, Social Media Marketing, Sales, Sales Presentations, Social Media, Recruiting, Training, Strategic Planning, Business Development, Temporary Placement, Lead Generation, Customer Service, Salesforce.com, B2B, Advertising, Human Resources, Cold Calling, New Business Development

Education
Ithaca College   1985 — 1988
BS, Communication and Media Studies

Colgate University   1984 — 1985
Liberal Arts and Sciences, General Studies and Humanities

Neal Drasin Neal Drasin Greater New York City Area Details
Neal Drasin's Prudential Securities Experience January 1982 - July 1994
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones  August 1994 - Present
Prudential Securities   January 1982 - July 1994
J. B. Hanauer & Co.   April 1980 - December 1981

Skills
Investments, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Investment Strategies, Customer Service

Education
College for Financial Planning   1985 — 1987
Certified Financial Planner

Emory University   1975 — 1979
Bachelor of Science (B.S.), Biology

Millburn High School   1972 — 1975

Thad Sheely Thad Sheely New York, New York Details
Thad Sheely's Prudential Securities Experience 1994 - 1996
Job SVP Operations at Related
Industry Real Estate
Experience
Related  2012 - Present
New York Jets  2001 - 2012
Miami Heat  1998 - 2001
Prudential Securities   1994 - 1996

Education
Stanford University Graduate School of Business   1996 — 1998
MBA

Columbia College (NY)   1989 — 1993
BA, Urban Studies - History

Mark Momongan Mark Momongan Greater Chicago Area Details
Mark Momongan's Prudential Securities Experience August 1999 - January 2001
Job
Industry Staffing and Recruiting
Experience
Ferguson Partners  March 2012 - Present
Flint Creek Partners, LLC   July 2002 - January 2012
Houlihan Lokey  February 2001 - February 2002
Prudential Securities   August 1999 - January 2001

Education
Columbia University - Columbia Business School   1997 — 1999
MBA

Georgetown University   1989 — 1993
B.S.

Alec Haverstick Alec Haverstick Greater New York City Area Details
Alec Haverstick's Prudential Securities Experience July 1987 - January 1992
Job Senior Wealth Advisor: Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust  August 2011 - Present
Boxwood Strategic Advisors   May 2007 - August 2011
Morgan Stanley Trust Company NA   August 2006 - May 2007
Deutsche Bank  2003 - 2006
Lehman Brothers  1991 - 2000
Prudential Securities   July 1987 - January 1992
Kidder Peabody  June 1985 - July 1987
Simpson Thacher & Bartlett LLP  1983 - 1985
Carter Ledyard & Milburn LLP  May 1977 - January 1983

Skills
Alternative Investments, Hedge Funds, Wealth Management, Investments, Private Equity, Asset Allocation, Equities, Wealth Management..., Investment Strategies, Estate Planning, Investment Management, Venture Capital, Portfolio Management, Securities, Investment Banking, Investment Advisory, Fixed Income, Client Advisory, Client Acquisition, Family Wealth, Family Owned Companies, Privately Held Companies, Clients in the Public..., Asset Management, Capital Markets, Investment Advisory..., Restructuring, Valuation, Emerging Markets, Private Companies, Finance, Equity Research, Financial Structuring, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Family Office, Financial Advisory, High Net Worth..., Investor Relations, Private Placements, FINRA, ETFs, Entrepreneurship, Fund Of Funds, Mutual Funds, Wealth, Trusts, Series 7, Financial Services

Education
Columbia Law School   1974 — 1977
JD, Private Client Law

Yale University   1970 — 1974
AB, American Studies

St. Paul's School   1965 — 1970

The Buckley School in New York City   1958 — 1965

David Raksin David Raksin San Francisco Bay Area Details
David Raksin's Prudential Securities Experience 1998 - 2001
Job Strategic Advisory
Industry Biotechnology
Experience
Inverness Advisors, a division of KEMA Partners LLC   2011 - Present
Burrill & Company, Merchant Banking   2008 - 2011
CFD Therapeutics, Inc.   March 2006 - 2008
Deutsche Bank Securities  2003 - 2006
diaDexus  2001 - 2003
Prudential Securities   1998 - 2001

Skills
Business Development, Private Equity, Venture Capital, Business Strategy, Investment Banking, Mergers & Acquisitions, Due Diligence, Equities, Biotechnology, Valuation, Capital Markets, Mergers, Financial Modeling, Investments, Corporate Finance

Education
Cornell University
BA

McDonogh School

Avi Barak Avi Barak Greater New York City Area Details
Avi Barak's Prudential Securities Experience June 2002 - April 2003
Job Managing Director at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P.   April 2003 - Present
Prudential Securities   June 2002 - April 2003

Skills
Banking, Commercial Banking, Equities, Financial Institutions, Equity Research, Hedge Funds, Investments, Restructuring, Series 7, Private Equity, Valuation, Investment Banking, Bloomberg, Fixed Income, Capital Markets, Financial Modeling

Education
Cornell University   1998 — 2002
B.A., Economics; Psychology

Chris Dana Chris Dana Greater Nashville Area Details
Chris Dana's Prudential Securities Experience March 1999 - July 2003
Job MBA 2011 Owen Graduate School of Management
Industry Financial Services
Experience
Vanderbilt University  May 2011 - Present
Wachovia Securities  July 2003 - October 2007
Prudential Securities   March 1999 - July 2003

Education
Vanderbilt University - Owen Graduate School of Management   2009 — 2011
mba

Davidson College   1993 — 1997

Paul M. Albert, Jr. Paul M. Albert, Jr. Greater New York City Area Details
Paul M. Albert, Jr.'s Prudential Securities Experience September 1983 - November 1996
Job Chairman at Albert Investments
Industry Financial Services
Experience
Albert Investments   January 2007 - Present
Self Employed/Independent Contractor  December 1996 - December 2006
Prudential Securities   September 1983 - November 1996
Morgan Stanley  June 1970 - August 1983
United States Army  February 1966 - December 1968
Citibank  June 1964 - January 1966

Skills
Finance, Valuation, Training, Investments, Capital Markets, Mergers, Investment Banking, Financial Analysis, Equities, Mergers & Acquisitions, Securities, Financial Risk, Corporate Governance, Executive Management, Emerging Markets, Business Development, Strategy

Education
Columbia University - Columbia Business School   1969 — 1970
MBA, Finance

Artillery Officer Candidate School, Fort Sill, Oklahoma, Class #28-66   1966 — 1966
Commissioned 2nd Lt. U.S. Army 12/6/1966

Princeton University   1960 — 1964
AB, History, Minor Economics and French

The Peddie School   1958 — 1960
High School Diploma

Allan Zolis Allan Zolis Punta Gorda, Florida Area Details
Allan Zolis's Prudential Securities Experience January 1998 - December 2000
Job National Sales Manager, Credit Scores USA
Industry Financial Services
Experience
Credit Scores USA   RealtorAllison James Estates & HomesJanuary 2007 - Present
Prudential Securities   January 1998 - December 2000

Education
Cuyahoga Community College   1977 — 1979
General

Daniel Oliver Daniel Oliver Greater New York City Area Details
Daniel Oliver's Prudential Securities Experience 1993 - 1995
Job
Industry Investment Management
Experience
Committee for Monetary Research & Education   May 2011 - Present
Myrmikan Capital, LLC   December 2009 - Present
Bearing Capital LLC   February 2008 - May 2010
GIANTmicrobes, Inc.   October 2001 - February 2008
Simpson Thacher & Bartlett LLP  October 2001 - April 2004
Shearman & Sterling LLP  May 2000 - August 2000
Preferred Health Systems, LLC   June 1996 - October 1997
Prudential Securities   1993 - 1995
International Herald Tribune  January 1992 - July 1992

Skills
Start-ups, Leadership, Management, Nonprofits, Corporate Law, Asset Management, Litigation, Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Due Diligence, Research, Financial Services, Hedge Funds, Alternative Investments, Capital Markets, Valuation, Financial Structuring, Business Strategy, Telecommunications

Education
INSEAD   2004 — 2005
MBA

Columbia Law School   1998 — 2001
JD

Vanderbilt University   1992 — 1996
BA

Groton School   1988 — 1991

Timothy Whipple Timothy Whipple Greater New York City Area Details
Timothy Whipple's Prudential Securities Experience 1998 - 2002
Job President, Mintz Group
Industry Security and Investigations
Experience
Mintz Group  February 2011 - Present
FBR Capital Markets  September 2009 - February 2011
Watch Hill Partners  March 2005 - August 2009
Veronis Suhler Stevenson  2004 - 2005
Prudential Securities   1998 - 2002

Education
Columbia Business School   2002 — 2004
MBA, Finance

Trinity College-Hartford   1994 — 1998
BA, Economics

Pomfret School   1990 — 1994

Pat Lucey Pat Lucey Greater New York City Area Details
Pat Lucey's Prudential Securities Experience 1983 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Leibowitz Marketing Services, Inc   July 2009 - December 2012
Teen Entrepreneur Boot Camp   May 2010 - August 2010
UBS Financial Services Inc  2006 - 2008
Wachovia Corp (formerly Prudential Securities)   1998 - 2005
Prudential Securities   1983 - 1998
Prudential Securities   1980 - 1983

Skills
Executive Pay, Relationship Management, Project Management, Financial Services, Equities, Entrepreneurship, Program Management, Market Research, Start-ups, Deferred Compensation, Marketing, Business Process..., Strategy, Process Improvement

Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance

Emmanuel College
BA, History

Idene Ferris Idene Ferris Greater New York City Area Details
Idene Ferris's Prudential Securities Experience April 2001 - April 2003
Job
Industry Financial Services
Experience
NYU Langone Medical Center  May 2014 - Present
Bessemer Trust  May 2003 - April 2014
Prudential Securities   April 2001 - April 2003
Dreyfus Corporation  November 1999 - March 2001
Dain Rauscher  1996 - 1999

Skills
Investor Relations, Investments, Asset Allocation, Portfolio Management, Management, Wealth Management, Alternative Investments, Cross-functional Team..., Marketing, Asset Management, Wealth Management..., Business Development, Training, Strategic Planning, Investment Management, Internal Communications, Hedge Funds, Financial Advisory, Advertising, Strategy

Education
Columbia University in the City of New York   2004 — 2006
MS

The University of North Dakota   1991 — 1995
BSPA

Sid Rajbhandary Sid Rajbhandary Greater New York City Area Details
Sid Rajbhandary's Prudential Securities Experience 1999 - 2000
Job Supervisor PreOwned Operations at Mercedes Benz USA
Industry Internet
Experience
Mercedes Benz USA  April 2010 - Present
Mercedes Benz USA  February 2009 - April 2011
adMarketplace  May 2008 - February 2009
Memedia (Formerly WhenU)   June 2006 - February 2007
Mercedes-Benz USA  August 2001 - June 2006
Mercedes-Benz USA  October 2001 - August 2004
Crossroads Technologies   June 2000 - April 2001
Prudential Securities   1999 - 2000

Skills
Product Management, Project Management, Automotive

Education
Columbia University in the City of New York   1995 — 1999
BSEE, Electrical Engineering

Choate Rosemary Hall   1991 — 1995
High School

Christopher Larsen Christopher Larsen Greater New York City Area Details
Christopher Larsen's Prudential Securities Experience 1994 - 2006
Job After 19 years on the street, I'm working for myself
Industry Financial Services
Experience
Retired from Wall Street   July 2013 - Present
Piper Jaffray  March 2009 - July 2013
Credit Suisse  March 2006 - December 2008
Prudential Securities   1994 - 2006

Skills
Investor Relations, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Asset Management, Equity Research, Investment Banking, Corporate Finance

Education
Cornell University   1990 — 1994
Bachelor of Science (BS), Business

Geoffrey Teillon Geoffrey Teillon Greater New York City Area Details
Geoffrey Teillon's Prudential Securities Experience 1997 - 1999
Job Middle Market Growth Private Equity Investor
Industry Financial Services
Experience
Pouschine Cook Capital Management, LLC   1999 - Present
Prudential Securities   1997 - 1999
Image Tuxedos, a Division of Student Agencies   1994 - 1995

Skills
Strategic Planning, Mergers, Private Equity, Corporate Development, Venture Capital, Negotiation, Business Strategy, Business Development, Due Diligence, Financial Analysis, Business Planning, Divestitures, Mergers & Acquisitions, Investments, Restructuring, Portfolio Management, International Business, Leadership, P&L Management, Financial Structuring, Strategy, Start-ups, Capital, Investment Banking, Finance, Leveraged Finance, Strategic Financial..., Acquisition Integration, Enterprise Software, Valuation, Competitive Analysis, Investor Relations, Asset Management, Business Valuation, Corporate Finance, Emerging Markets, Financial Modeling, Hedge Funds, Executive Management, Alternative Investments, M&A experience, Entrepreneurship, IPO, Acquisitions, Equities, Management Consulting, LBO, Strategic Partnerships, New Business Development, Capital Markets

Education
Columbia University - Columbia Business School   2006 — 2007
MBA, (Beta Gamma Sigma Honors)

Cornell University   1993 — 1997
BA, Economics (Magna Cum Laude)

London School of Economics and Political Science   1996 — 1996

Matt Cirino Matt Cirino Greater New York City Area Details
Matt Cirino's Prudential Securities Experience May 1991 - March 1993
Job Managing Director at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB  April 2014 - Present
Chopper Trading  July 2010 - April 2014
State Street Corporation  July 2008 - July 2010
Fannie Mae  May 2005 - July 2008
Barclays Capital  September 2002 - April 2005
Credit Suisse First Boston  February 1997 - September 2002
Lehman Brothers  March 1993 - February 1997
Prudential Securities   May 1991 - March 1993

Skills
Derivatives, High Frequency Trading, Electronic Trading, FX Options, Trading Systems, Financial Markets, Quantitative Analytics, Quantitative Finance, Hedge Funds, Fixed Income, Financial Risk, Options, Trading, Equity Derivatives, Capital Markets, Market Data, Equities, Hedging, Interest Rate..., Proprietary Trading, Commodity, Low Latency

Education
New York University   1986 — 1992
Ph.D., Physics

Stony Brook University   1985 — 1986
M.S., Applied Mathematics

Cornell University   1979 — 1983
B.S., Engineering Physics

Jim Grien Jim Grien Greater Atlanta Area Details
Jim Grien's Prudential Securities Experience 1989 - 2001
Job President & CEO TM Capital Corp.
Industry Investment Banking
Experience
TM Capital Corp.  January 2008 - Present
TM Capital Corp.  June 2001 - December 2007
Prudential Securities   1989 - 2001
Thomson McKinnon Securities Inc.  1986 - 1989
McKenna Long & Aldridge LLP  1984 - 1986

Skills
Investment Banking, Middle Market, Mergers, Acquisitions, Business Valuation, Valuation, Litigation Support, Financial Analysis, Board Advisory Services, Private Equity, Venture Capital, Corporate Finance, Business Strategy, Cross-border M&A, Cross-border...

Education
Columbia University School of Law

University of Pennsylvania

Andrew Chintz Andrew Chintz Greater New York City Area Details
Andrew Chintz's Prudential Securities Experience 1985 - September 1989
Job Real Estate/Municipal Finance/Community Development
Industry Financial Services
Experience
National Public Finance Guarantee Corp.  September 2008 - Present
MBIA Insurance Corporation  September 2001 - September 2008
MBIA Investment Management Corp.   September 1993 - September 2001
JC Bradford & Co.   1991 - September 1993
Marine Midland Bank  1989 - 1991
Prudential Securities   1985 - September 1989

Skills
Affordable Housing, Portfolio Management, Team Leadership, Organizational..., CRM, Training, Venture Capital, Asset Managment, Investments, Public Finance, Finance, Bonds, Program Management, Financial Analysis, Fixed Income, Credit, Financial Structuring, Start-ups, Real Estate Economics, Financial Modeling, Structured Finance, Credit Analysis, Capital Markets, Investment Banking, Project Finance, Emerging Markets, Due Diligence, Corporate Finance, Private Equity, Bloomberg, Valuation, Mortgage Lending, Loans, Credit Risk, Asset Management, Securitization

Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Urban Planning/Preservation

Connecticut College
B.A.

Randy F. Rock Randy F. Rock Greater New York City Area Details
Randy F. Rock's Prudential Securities Experience 1990 - 1996
Job Managing Director at Burnham Securities Inc.
Industry Financial Services
Experience
Burnham Securities Inc.  June 2014 - Present
LR Global   June 2011 - May 2014
G.C. Andersen Partners LLC   2005 - 2011
Ryan Beck & Co.   2000 - 2005
Josephthal & Co.   1996 - 2000
Prudential Securities   1990 - 1996

Skills
Private Equity, Small Business Lending, Hedge Funds, Autism Spectrum..., Venture Capital, Corporate Finance, Fundraising, Mergers, Business Valuation, Mergers & Acquisitions, Private Placements, Equities, Restructuring, Investment Banking, Due Diligence, Financial Modeling, Valuation, Negotiation, Asset Management, Portfolio Management, Investments, Executive Management, Emerging Markets, Investor Relations, Start-ups, Investment Strategies, Corporate Development, Financial Services, Financial Analysis, Finance, Securities, Complex Restructurings, Legal and Compliance, Capital Raising, Corporate Governance, New Product Development, Initial Public Offerings, Fixed Income, IPO, Investment Management, Strategy, Trading

Education
Columbia University School of Law
J.D., Law

Columbia University in the City of New York
B.A., Economics

Jesse B. Brown Jesse B. Brown Greater Boston Area Details
Jesse B. Brown's Prudential Securities Experience June 1999 - December 2000
Job Business Development at Intex Solutions
Industry Financial Services
Experience
Intex Solutions  March 2003 - Present
TAG Venture Parnters   January 2001 - December 2002
Prudential Securities   June 1999 - December 2000
J.P. Morgan   June 1998 - August 1998

Skills
Strategy, Asset Managment, Business Development, Management Consulting, Structured Finance, Business Strategy, Financial Modeling, Venture Capital

Education
Cornell University
Bachelor of Science (B.S.)

Loomis Chaffee

Renbrook

Michael Baumstein Michael Baumstein Charlotte, North Carolina Details
Michael Baumstein's Prudential Securities Experience January 2000 - December 2000
Job Managing Director at Babson Capital Management
Industry Insurance
Experience
Babson Capital Management  September 2013 - Present
Scottish Re  March 2004 - September 2013
Bear Stearns  January 2001 - December 2003
Prudential Securities   January 2000 - December 2000
Scudder Investments  March 1994 - January 1998

Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers

Education
Columbia University - Columbia Business School   1998 — 1999
MBA, Finance, General

Rutgers University-New Brunswick   1989 — 1993
BA, Economics

High School

High School

Sonja Everswick, AAMS® Sonja Everswick, AAMS® Greater New York City Area Details
Sonja Everswick, AAMS®'s Prudential Securities Experience June 1999 - November 2000
Job Director, Strategy and Planning
Industry Financial Services
Experience
Prudential Financial, Group Insurance   July 2013 - Present
Prudential Investments, Wealth Management Solutions   March 2008 - June 2013
Prudential Investments  January 2006 - March 2008
Prudential Investments  January 2002 - January 2006
Prudential Investments  November 2000 - December 2001
Prudential Securities   June 1999 - November 2000

Skills
Separately Managed..., Unified Managed Accounts, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Financial Advisory, Hedge Funds, Bonds, Series 7, Bloomberg, ETFs, Series 65, Financial Modeling, Derivatives, Series 63, Due Diligence, Insurance, Life Insurance, FINRA, Series 24, Securities

Education
Messiah College   1995 — 1999
BA, Mathematics and secondary education

College for Financial Planning
AAMS®, Accredited Asset Management Specialist

FINRA
Series 7 and 66

Vincent Pica Vincent Pica Greater New York City Area Details
Vincent Pica's Prudential Securities Experience January 1985 - December 2000
Job Senior Advisor to the National Commodore, Commodore, First District Southern Region, US Coast Guard Auxiliary
Industry Real Estate
Experience
US Coast Guard Auxiliary  January 2012 - Present
Safanad Inc   2009 - Present
U.S. Coast Guard Auxiliary   2010 - 2012
USCG Forces   2009 - 2010
ARC Global Partners   2007 - 2009
Prudential Securities   January 1985 - December 2000
Prudential Securities Capital Finance Group   1994 - 2000

Skills
Contingency Planning, International Relations, Emergency Management, Marketing, Military, Marketing Strategy, Management Consulting, Mergers, Maritime Security, Team Leadership, Government, Nonprofits, Disaster Response, Restructuring, Public Relations, Navigation, Training, Microsoft Office, New Business Development, Volunteer Management, Project Management, Change Management, Preparedness, Business Development, Enforcement, Business Strategy, Organizational..., Social Media, Start-ups, Research, Negotiation, Investments, Real Estate, Coaching, Customer Service, Risk Assessment, Security Clearance, Counterterrorism, Strategic Planning, Executive Management, Maritime Domain..., Strategic Partnerships, Asset Management, Public Safety, Strategic Communications, Vendor Management, Cloud Computing, Telecommunications, Strategic Financial..., Business Planning

Education
Columbia University in the City of New York   1977 — 1979

Lauren Sclafani Lauren Sclafani Greater New York City Area Details
Lauren Sclafani's Prudential Securities Experience 2001 - 2006
Job VP at Bank of America
Industry Financial Services
Experience
Banc of America Securities  2006 - Present
Prudential Securities   2001 - 2006

Education
Colgate University   1996 — 2000

Rory Keenan Rory Keenan Greater New York City Area Details
Rory Keenan's Prudential Securities Experience 1996 - 2001
Job SVP at Jefferies & Company
Industry Banking
Experience
Jefferies & Company  2009 - Present
UBS Investment Bank  2006 - 2008
Peter J. Solomon Company  2001 - 2005
Prudential Securities   1996 - 2001

Skills
Valuation, Investment Banking, Equities, Financial Modeling, Restructuring, Corporate Finance, Fixed Income, Alternative Investments, LBO, Private Equity, Securities, Hedge Funds, Leveraged Finance, Private Placements, Capital Markets, Due Diligence

Education
College of the Holy Cross   1988 — 1992

Arthur Colwell Arthur Colwell Greater Philadelphia Area Details
Arthur Colwell's Prudential Securities Experience 1989 - 2005
Job Vice President, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon  September 2008 - Present
Securities Operations Forum   June 2006 - Present
Morgan Stanley  June 2008 - September 2008
Wachovia Securities  March 2005 - December 2006
Prudential Securities   1989 - 2005
Pilgrim Group, Inc.   1986 - 1988

Skills
Series 63, Mutual Funds, Fixed Income, Securities, Asset Management, Equities, Financial Services, Series 7, Hedge Funds, Relationship Management, Portfolio Management, Bonds, Risk Management, Process Improvement, Investments, Banking

Education
Columbia University in the City of New York
B.A., Economics

Tara A. Owen Tara A. Owen Greater New York City Area Details
Tara A. Owen's Prudential Securities Experience January 1990 - July 1991
Job Owner, TAO Communications, Inc.
Industry Public Relations and Communications
Experience
TAO Communications, Inc.   September 1996 - Present
Booz & Company  August 2011 - July 2013
Conde Nast  2005 - March 2013
Viacom  1990 - 2012
Robinson Lerer Sawyer Miller   July 1994 - September 1996
Prudential Financial  August 1991 - July 1994
Prudential Securities   January 1990 - July 1991
Prudential Financial  August 1988 - December 1989
United States Senate  1984 - 1986

Skills
Executive Communications, Ghostwriting, Strategic Communications, Speech Writing, Content Strategy, Thought Leadership, Non-profits, Web Content, Copywriting, Content Development, Corporate Communications, Editorial, Publications, Editing, Nonprofits, Crisis Communications, Communication Training

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Executive Program

Yale University   1984 — 1988
B.A., East Asian Studies

University of Oxford   1986 — 1987
PPE, Oriental Studies

Holton-Arms

Lawrence Ryan Lawrence Ryan Greater Chicago Area Details
Lawrence Ryan's Prudential Securities Experience February 1996 - December 2001
Job CEO Achaean Re at Achaean Financial Holdings
Industry Financial Services
Experience
Achaean Financial Holdings   August 2013 - Present
Praetorian Advisors   March 2004 - Present
UBS Investment Bank  September 2002 - November 2004
Prudential Securities   February 1996 - December 2001
Merrill Lynch  September 1990 - February 1996
Goldman Sachs  June 1982 - May 1990

Skills
Capital Markets, Derivatives, Management, Commodity, Investments, Private Equity, Marketing, Hedge Funds, Investment Banking, Alternative Investments

Education
The University of Chicago Booth School of Business   1980 — 1982

Dartmouth College   1976 — 1979
BA, Engineering, Mathematics

Nikolas Kornaros Nikolas Kornaros Greater Chicago Area Details
Nikolas Kornaros's Prudential Securities Experience 1987 - 1987
Job President at North State Utility Company, Inc.
Industry Telecommunications
Experience
North State Utility Company, Inc.   1995 - Present
North State Group   1988 - Present
Prudential Securities   1987 - 1987
North State Securities Company   1981 - 1987

Skills
Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Mergers, New Business Development, Business Development, Energy, Venture Capital, Management Consulting, Product Management, Product Development, Business Planning, Negotiation, Renewable Energy, Management, Mergers & Acquisitions, Risk Management, Strategy, Marketing, Telecommunications

Education
Columbia University - Columbia Business School   1990 — 1992
MBA, Business

University of Wisconsin-Madison   1974 — 1980
BS, Biochemistry

Pelham Memorial High School

Terrance O'Dwyer Terrance O'Dwyer Greater New York City Area Details
Terrance O'Dwyer's Prudential Securities Experience 1987 - 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
Prudential Securities   1987 - 2004

Skills
Fixed Income, Capital Markets, Bonds, Public Speaking, Project Management, New Business Development, Editing, Research

Education
Columbia University - Columbia Business School
MBA

Fordham College

Renee Capuiso Renee Capuiso Tampa/St. Petersburg, Florida Area Details
Renee Capuiso's Prudential Securities Experience June 1995 - January 1997
Job Support Application Consultant at Kronos Incorporated
Industry Information Technology and Services
Experience
Kronos Incorporated  May 2008 - Present
Progressive Insurance  January 1997 - December 2007
Progressive Insurance  October 1997 - June 1999
Progressive Insurance  January 1997 - October 1997
Prudential Securities   June 1995 - January 1997

Skills
Integration, Process Improvement, Project Management, Analysis, Databases, Data Warehousing, Testing, Lotus Notes, ITIL, SharePoint, Business Analysis, Vendor Management

Education
Ursuline College   1998 — 2002
BA, Business Management

Cuyahoga Community College   1983 — 1993
AAB, Data Processing

Don Megliola Don Megliola Reston, Virginia Details
Don Megliola's Prudential Securities Experience November 1997 - June 2002
Job Senior Managing Partner at Sunrise Wealth Partners
Industry Financial Services
Experience
Sunrise Wealth Partners   March 2014 - Present
Fulcrum Securities, LLC  November 2006 - March 2014
H2O Investments, Inc.   June 2002 - November 2006
Prudential Securities   November 1997 - June 2002

Education
Cornell University   1993 — 1997
BS, Business & Finance

ALISON PRYOR ALISON PRYOR Spotsylvania, Virginia Details
ALISON PRYOR's Prudential Securities Experience January 1999 - March 2003
Job QMHP Counseling Interventions Inc
Industry Individual & Family Services
Experience
Family Preservation Services  June 2010 - February 2012
Walker Grant Middle School   January 2006 - October 2010
Arista Records  January 2001 - April 2003
Prudential Securities   January 1999 - March 2003
Hachette Filipacchi Media  January 1993 - February 1998

Skills
Mental Health

Education
University of Mary Washington   2005 — 2008
Special Eucation

Columbia College Chicago   1991 — 1993
BA, Journalism

Hampton University   1988 — 1991
Mass Media

The American University of Paris   1989 — 1989
summer school, French & Literature

Jacqueline Espinal Jacqueline Espinal Greater Los Angeles Area Details
Jacqueline Espinal's Prudential Securities Experience 1994 - 1997
Job Management Consultant at JNE Consultants
Industry Management Consulting
Experience
JNE Consultants   April 2010 - Present
91 Productions   2007 - Present
Deustche Bank  2008 - 2010
Credit Suisse First Boston  2000 - January 2007
Prudential Securities   1994 - 1997
Kidder Peabody  1992 - 1994
PricewaterhouseCoopers  1990 - 1994

Skills
Strategy, Strategic Partnerships, Leadership, Business Development, Change Management, Project Management, Strategic Planning, Recruiting, Talent Acquisition, Integration, Risk Management, Venture Capital, Strategic Communications, Private Equity, Management Consulting, Stakeholder Engagement, Stakeholder Analysis, Senior Stakeholder..., Process Improvement, Outsourcing Management, Offshore Operations

Education
Columbia University in the City of New York
Finance, Finance

Wellesley College
Political Science

Kelvin Loney Kelvin Loney Greater New York City Area Details
Kelvin Loney's Prudential Securities Experience June 2000 - August 2001
Job Senior Customer Service Associate at The Men’s Wearhouse
Industry Apparel & Fashion
Experience
The Men’s Wearhouse  January 2014 - Present
Touchstone Applied Science Associates   August 2007 - August 2009
New York Post  June 2004 - May 2005
Prudential Securities   June 2000 - August 2001

Education
CUNY New York City College of Technology
Bachelor of Science (B.S.), Information Systems

Johnson and Wales University
Associate of Science (A.S.), Web Development

Eduardo Seda Eduardo Seda Yonkers, New York Details
Eduardo Seda's Prudential Securities Experience 1994 - 1996
Job Managing Director at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann  June 2009 - Present
Sponsors for Educational Opportunity  2003 - March 2014
UBS Investment Bank  1999 - 2008
Maguire & Moore Management & Research Company   1996 - 1999
Prudential Securities   1994 - 1996
Ladenburg Thalmann  1993 - 1994

Skills
Equities, Equity Research, Equity Valuation, Valuation, Capital Markets, Investment Banking, Global Markets, Energy, Oil & Gas Industry, Global Marketing

Education
Columbia University - Columbia Business School
MBA, Finance, Corporate Financial Reporting, Strategic Planning

Pace University - Lubin School of Business
BBA, International Business and Finance

Steve O'Connell Steve O'Connell Greater Boston Area Details
Steve O'Connell's Prudential Securities Experience July 1989 - August 1991
Job Senior Vice President, Municipal Bond Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  September 2008 - Present
Putnam Investments  September 2003 - September 2008
Putnam Investments  July 1993 - September 2003
Prudential Securities   July 1989 - August 1991

Skills
Alternative Investments, Fixed Income, Bonds, Investment Banking, Credit Risk, Bloomberg, Finance, Equities, Financial Services, Structured Products, Hedge Funds

Education
Northwestern University - Kellogg School of Management   1991 — 1993
MM, Finance, Organizational Behavior

Dartmouth College   1985 — 1989
BA, Economics

David Backal, CRPC, CRPS, MBA David Backal, CRPC, CRPS, MBA Greater Philadelphia Area Details
David Backal, CRPC, CRPS, MBA's Prudential Securities Experience June 1996 - February 2005
Job President, Backal Financial Services
Industry Financial Services
Experience
Backal Financial Services   February 2005 - Present
United Planners   2005 - Present
Prudential Securities   June 1996 - February 2005

Skills
Portfolio Management, Retirement Planning, Wealth Management, Financial Planning, Investment Advisory, Asset Management, Employee Benefits, Investments, Financial Advisory, Strategic Financial..., Retirement, Securities, Estate Planning, Investment Management

Education
College for Financial Planning   1999 — 2000
CRPC - Chartered Retirement Planning Counselor

College for Financial Planning   1999 — 2000
CRPS - Chartered Retirement Plans Specialist

Temple University - Fox School of Business and Management   1992 — 1994
MBA, Finance

Skidmore College   1986 — 1990
BS, Business Administration

Thomas Shattan Thomas Shattan Greater New York City Area Details
Thomas Shattan's Prudential Securities Experience 1992 - 1996
Job CoChairman at Shattan Mendel Enterprises
Industry Venture Capital & Private Equity
Experience
Shattan Mendel Enterprises   January 2004 - Present
The Shattan Group   1996 - 2003
Prudential Securities   1992 - 1996
Kidder Peabody  1990 - 1992
Goldman Sachs  1978 - 1989
Chase Manhattan Bank  June 1972 - December 1976

Skills
Merchant Banking, Private Equity, Structuring, Venture Capital, Investment Banking

Education
Columbia University - Columbia Business School   1977 — 1978
M.B.A., Finance

Harvard University   1968 — 1972
B.A. cum laude, Government

Philip Waxelbaum Philip Waxelbaum Scottsdale, Arizona Details
Philip Waxelbaum's Prudential Securities Experience December 1981 - March 1989
Job Financial Services Consulting and Professional Recruiting
Industry Financial Services
Experience
Masada Consulting in association with Willis Consulting   June 2015 - Present
Financial Services and Private Wealth Advisory Managment   December 2012 - June 2015
Masada Consulting   December 2011 - December 2012
JP Morgan Chase  July 2010 - December 2011
Deutsche Bank  March 2006 - January 2010
UBS  2003 - 2006
Smith Barney  December 1992 - March 2003
Shearson Lehman Brothers  December 1992 - July 1994
Lehman Brothers  1989 - 1992
Prudential Securities   December 1981 - March 1989

Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products

Education
Syracuse University   1973 — 1978
BS

Cornell University

Scott Sodokoff Scott Sodokoff Greater New York City Area Details
Scott Sodokoff's Prudential Securities Experience 1987 - 2000
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  November 2011 - Present
Citadel Securities  June 2011 - September 2011
Piper Jaffray  2008 - June 2011
Bear Stearns  2007 - 2008
UBS  2001 - 2007
Prudential Securities   1987 - 2000

Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management

Education
Dartmouth College   1983 — 1987
BA, Computer Science

Lawrenceville School   1981 — 1983
High School

Denice Kline Dirks Denice Kline Dirks Greater Denver Area Details
Denice Kline Dirks's Prudential Securities Experience 1989 - 1995
Job Mom of Jarrett and Sarah
Industry Fund-Raising
Experience
SECOR (Southeast Community Outreach)   June 2010 - January 2012
The Dirks Family Household   2002 - June 2010
University of California, Irvine  October 1995 - September 2002
Prudential Securities   1989 - 1995

Skills
Non-profits, Planned Giving, Community Outreach, Budgets, Nonprofits, Sales, Fundraising

Education
Colorado State University   2009 — 2012
BS, Public Administration and Non-Profit Management

George Mykytyn George Mykytyn Greater New York City Area Details
George Mykytyn's Prudential Securities Experience 1996 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
BlackRock  2006 - 2008
State of New Jersey  2004 - 2006
Merrill Lynch Investment Managers  2000 - 2003
Prudential Securities   1996 - 1999
Unifund  1994 - 1996
Forum Capital Markets   1994 - 1994
Mabon Securities  1992 - 1994
Federal Reserve Bank  1990 - 1992

Skills
Equities, Portfolio Management, Alternative Investments, Equity Research, Financial Modeling, Bloomberg, Investments, Hedge Funds, Asset Managment

Education
Fordham Gabelli School of Business   1987 — 1989
MBA, Finance

Columbia Engineering   1985 — 1987
BS, Chemical Engineering

Fordham University   1982 — 1985
BA, Math

Barbara Cattaneo Barbara Cattaneo Greater New York City Area Details
Barbara Cattaneo's Prudential Securities Experience February 1993 - October 1996
Job Director, Talent Acquisition at Tremor Video
Industry Online Media
Experience
Tremor Video  August 2015 - Present
AppNexus  November 2014 - August 2015
Xaxis  January 2014 - October 2014
24/7 Media Inc. (Merged with Xaxis 1/2014)   October 2008 - December 2013
IT Search And Selection Firm   October 2006 - October 2008
Prudential Securities   February 1993 - October 1996
Technology Recruiting Company   June 1985 - February 1993

Skills
Talent Acquisition, Recruiting, Technical Recruiting, Employee Relations, Onboarding, Human Resources, Screening, HRIS, HR Policies, Sourcing, Deferred Compensation, Networking, Employee Engagement, Internet Recruiting, Management, Personnel Management, SDLC, Hiring, Succession Planning, Negotiation, Interviews, Advertising, Executive Search, Talent Management, System Administration, College Recruiting, Performance Management, Temporary Placement, Recruitment Advertising, Employer Branding, Search, Employee Training, Benefits Negotiation, Applicant Tracking..., Employee Benefits, PeopleSoft, Vendor Management

Education
State University of New York at New Paltz   1980 — 1985
Bachelor of Science, sociology/Elementary Education

Cornell University
Certificate, Human Resources

Karen K Gillen Karen K Gillen Greater New York City Area Details
Karen K Gillen's Prudential Securities Experience 1999 - 2004
Job Director, Product Development Executive at RealFoundations
Industry Real Estate
Experience
RealFoundations  2013 - Present
J.P. Morgan Chase   2005 - 2013
Morgan Stanley  2004 - 2005
Prudential Securities   1999 - 2004
BNY Mellon  1997 - 1999
Fresco Decorative Painting  1995 - 1997
YWCA Hartford Region  1994 - 1995

Skills
Private Equity, Product Development, Change Management, Financial Services, Business Analysis, Portfolio Management, Real Estate, Strategic Planning, Business Innovation, Business Analytics, Program Planning,..., Business Process..., Internal Controls, Software Design, Coaching, Analysis, Business Development, Project Management

Education
Connecticut College   1991 — 1993
BA, Liberal Arts

Jaine Mehring Jaine Mehring Greater New York City Area Details
Jaine Mehring's Prudential Securities Experience 1990 - 1993
Job Human Capital and Financial Capital Manager and Consultant
Industry Financial Services
Experience
Independent Consultant  June 2012 - Present
Citadel Investment Group  January 2011 - September 2011
Citadel Investment Group  May 2010 - July 2011
Barclays Capital (formerly Lehman Brothers)   2008 - 2009
Lehman Brothers  2006 - 2009
Citigroup  2003 - 2005
Citigroup (formerly SalomonSmithBarney)   1993 - 2003
Prudential Securities   1990 - 1993
Sanford C. Bernstein  1988 - 1990

Skills
Equities, Capital Markets, Equity Research, Hedge Funds, Security Analysis, Financial Modeling, Talent Management, Prime Brokerage, Securities, Leadership, Business Development, Recruiting, Coaching, Financial Services, Diversity & Inclusion, Writing, Asset Management, Project Management, Talent Acquisition, Consumer Products, FMCG, Corporate Development, Strategic Planning, Business Intelligence, Data Analysis, Manage Client..., Investor Relations, Corporate Governance, Financial Analysis, Competitive Analysis, Compensation Structures, Compliance, HR Consulting, HR Transformation, Human Resources, Human Capital, Market Analysis, Talent Assessment, Forecasting, Strategic Financial..., Financial Reporting

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance

Yale University
BA, English

Rehnuma Mokaddem Rehnuma Mokaddem San Francisco Bay Area Details
Rehnuma Mokaddem's Prudential Securities Experience September 2001 - May 2002
Job Finance Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company  February 2014 - Present
CooperVision  March 2013 - Present
Whirlpool Corporation  January 2011 - March 2013
Whirlpool Corporation  July 2007 - December 2010
Whirlpool Corporation  April 2005 - June 2007
Johnson Controls  January 2003 - April 2005
Prudential Securities   September 2001 - May 2002

Skills
Commodity Risk..., Financial Planning &..., Project Management, Raw Materials, P&L Management, Financial Control, Hedge Accounting, Executive Reporting, Business Intelligence, Market Intelligence, Budget Management, Supply Chain Finance, Financial Modeling, Compliance Audits, Strategic Sourcing, Project Planning, Base Metals, Steel, LCC Sourcing, Spend Analysis, Commodities, FASB, FAS 133, Microsoft Office, SAP R/3, SAP BW, Budgets, Commodity, Supply Chain, Financial Audits, Supply Chain Management, Cost Benefit, Global Sourcing, Low Cost Country..., Process Improvement, Procurement, Risk Management, Six Sigma, Strategy

Education
Davenport University   2003 — 2005
MBA, Strategic Management & Planning

University of Virginia   1998 — 2002
BAS, Economics

Robert Taplett Robert Taplett Greater New York City Area Details
Robert Taplett's Prudential Securities Experience 1989 - 1999
Job at Societe Generale
Industry Banking
Experience
Société Générale Corporate and Investment Banking   1999 - Present
Prudential Securities   1989 - 1999
Manufacturers Hanover Trust (now JPMorgan Chase)   1987 - 1989
Manufacturers Hanover Trust  September 1973 - 1987

Skills
Credit Risk, Fixed Income, Human Resources, Budgets, Due Diligence, Commodity, Financial Modeling, Portfolio Management, Restructuring, Management, Capital Markets, Credit, Investment Banking, Structured Finance, Corporate Finance, Strategic Planning, Commercial Banking, Business Development, Private Equity, Sales, Valuation, Loans, Financial Structuring, Structured Products, Credit Analysis, Corporate Law, Strategy, Equities, Banking, Leveraged Finance, Hedge Funds, Alternative Investments, Derivatives, Risk Management, Mergers & Acquisitions

Education
Colgate University
BA, English

Gonzaga

New York University - Leonard N. Stern School of Business
Finance

Erin Coffer Erin Coffer Greater New York City Area Details
Erin Coffer's Prudential Securities Experience January 2003 - June 2007
Job Managing Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  May 2009 - Present
Banc of America Securities  August 2007 - May 2009
Prudential Securities   January 2003 - June 2007
K&L Gates  January 2001 - December 2002
US Securities and Exchange Commission  September 1997 - December 2000

Skills
Investments, Management, Leadership, Capital Markets, Corporate Governance, Hedge Funds, Securities Regulation, Private Equity, Corporate Law, Securities, Due Diligence

Education
The Catholic University of America, Columbus School of Law   1994 — 1997
JD, Law

Creighton University   1990 — 1994
B.A., Political Science/Economics

Sue Ledingham Sue Ledingham Greater Denver Area Details
Sue Ledingham's Prudential Securities Experience July 1989 - February 1992
Job Sales and marketing
Industry Real Estate
Experience
Cherry Creek Properties, LLC  October 2011 - Present
Clear Creek Consulting  April 2011 - Present
Distinctive Properties, Ltd.   January 1995 - January 2012
Prudential Securities   July 1989 - February 1992
Thomson McKinnon Securities  July 1979 - May 1989
City Federal Savings and Loan  January 1977 - June 1979

Skills
Contract Negotiation, Sales, Customer Service, Relocation, Product Marketing, Office Management, Microsoft Office, Administration, Retail, Creative Writing, Crisis Management, Microsoft Word, Marketing, Mentoring, Customer Relations, Word, Writing, Problem Solving, Organizing, Short Sales, Luxury, Single Family Homes, New Home Sales, Foreclosures, Real Estate, Referrals, Real Estate Transactions

Education
Colorado State University   1972 — 1976
B.S., Marketing, Retail, Textiles and Clothing, 3.5 GPA

Stafford Hall School of Business   1978 — 1979
Certicate, Business Correspondence, 3.8 GPA

Judith (Judy) Ross Judith (Judy) Ross Greater New York City Area Details
Judith (Judy) Ross's Prudential Securities Experience February 1988 - August 2002
Job at Sandata Technologies
Industry Information Technology and Services
Experience
Sandata Technologies  June 2009 - Present
R-Squared Enterprises   February 2009 - Present
Clever Devices  September 2005 - January 2009
Fala   August 2002 - August 2005
Prudential Securities   February 1988 - August 2002
Grumman Data Systems  1984 - 1988

Skills
Microsoft SQL Server, Integration, Data Warehousing, Visio, XML, Databases, SharePoint, Database Design, Program Management, Project Management, MS Project, Visual Studio, Change Management, Management, Leadership, T-SQL, Linux, Business Analysis, SQL, Business Intelligence, SDLC, Enterprise Software, Software Project..., Software Development, Budgets, Requirements Analysis, Oracle, Product Development, Agile Methodologies, Process Improvement, IT Strategy, Vendor Management, Training, Agile Project Management, Disaster Recovery, Enterprise Architecture, Information Technology, Team Building, Data Modeling, Software Documentation, Team Leadership, Strategic Planning

Education
New York University - Polytechnic School of Engineering   1985 — 1987
MS Comm Mgmt, Communications Management

Winchester High School   1975 — 1980

Cornell University
BA, Economics

Charlie Perkins Charlie Perkins Greater New York City Area Details
Charlie Perkins's Prudential Securities Experience 1995 - 2000
Job Experienced Communications Advisor specializiing in thought leadership campaigns and crisis management
Industry Public Relations and Communications
Experience
Global Strategy Group  July 2013 - August 2014
Baker & McKenzie  August 2012 - August 2013
Ernst & Young  2003 - December 2012
Weber Shandwick  2001 - 2003
Prudential Securities   1995 - 2000
Sawyer Miller Group/ Robinson, Lerer & Montgomergy   1990 - 1995
Hill & Knowlton  1986 - 1990
Various political campaigns  1982 - 1989
New York City Department of Housing Preservation & Development  1982 - 1987

Skills
Internal Communications, Crisis Communications, Corporate Communications, Reputation, Public Relations, Executive Communications, Issues Management, Crisis Management, Strategic Communications, Reputation Management, Communication Training, Marketing Communications, Public Affairs, Media Relations, Leadership, Strategy, Mergers & Acquisitions, Press Releases, Message Development, Spokesperson

Education
New York University, Stern School of Business   1984 — 1987
MBA, Finance and Economics

Columbia University - Graduate School of Journalism   1977 — 1978
MA, Journalism

Harvard University   1970 — 1975
BA, Sociology

Philip Xanthopoulos Philip Xanthopoulos Douglassville, Pennsylvania Details
Philip Xanthopoulos's Prudential Securities Experience 1983 - 2004
Job Available Financial Services Professional
Industry Financial Services
Experience
Philip Xanthopoulos, CFP   June 2011 - Present
Alamo Capital  May 2011 - June 2011
Wells Fargo Investments  May 2006 - November 2009
Merrill Lynch  2004 - 2006
Advest  2004 - 2006
Lebenthal  2004 - 2006
Prudential Securities   1983 - 2004

Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning

Education
Penn State University   1963 — 1966
BA

Valley Forge Military Academy & College   1959 — 1964

College for Financial Planning
CFP

Robert Flamm Robert Flamm Greater New York City Area Details
Robert Flamm's Prudential Securities Experience July 1992 - April 1993
Job Senior Vice President at Russo Partners, LLC
Industry Public Relations and Communications
Experience
Russo Partners, LLC  January 2014 - Present
Russo Partners, LLC  September 2011 - December 2013
Russo Partners, LLC.   January 2011 - September 2011
Russo Partners, LLC  January 2010 - January 2011
Russo Partners, LLC  June 2008 - December 2009
Guardian Life Insurance  January 2002 - March 2006
Evergreen Asset Management  January 1997 - January 2002
Sanford C. Bernstein  April 1995 - September 1996
Soundview Financial   April 1994 - December 1994
Prudential Securities   July 1992 - April 1993

Skills
Corporate Communications, Healthcare, Molecular Biology, Biotechnology, Portfolio Management, Marketing Strategy, Equities, Oncology, Lifesciences, Public Relations, Pharmaceutical Industry, Strategy, Investor Relations, Life Sciences, Research

Education
Columbia University - Columbia Business School   1990 — 1992
MBA

Cornell University   1980 — 1986
Ph.D., Neurobiology and Behavior

Iowa State University   1978 — 1980
M.S., Zoology, Neurobiology

University of Massachusetts, Amherst   1974 — 1978
B.S., Zoology

Jeffrey Granoff Jeffrey Granoff Greater New York City Area Details
Jeffrey Granoff's Prudential Securities Experience 1996 - 1998
Job Chief Financial Officer at Parmenter Realty Partners
Industry Real Estate
Experience
Parmenter Realty Partners  January 2014 - Present
Clairvue Capital Partners   January 2011 - October 2013
Prudential Real Estate Investors  August 2005 - 2010
Arcapita Bank B.S.C.(c)   2003 - 2005
Morgan Stanley  2001 - 2004
Prudential Securities   1996 - 1998

Skills
Due Diligence, Valuation, Asset Management, Investments, Private Equity, Real Estate Economics, Financial Modeling, Real Estate Development, Real Estate, Commercial Real Estate

Education
Cornell University - Johnson Graduate School of Management

Michael T. Marron Michael T. Marron Stamford, Connecticut Details
Michael T. Marron's Prudential Securities Experience December 2000 - August 2002
Job Portfolio Manager Americas at Cornerstone Real Estate Advisers
Industry Investment Management
Experience
Cornerstone Real Estate Advisers  2013 - Present
European Investors Inc.  November 2005 - December 2012
Sovereign Investment Company  September 2004 - November 2005
Bear Stearns  August 2002 - September 2004
Prudential Securities   December 2000 - August 2002
Lehman Brothers  August 1989 - September 2000
KPMG  September 1985 - July 1989

Skills
Equity Derivatives, Equity Research, Real Estate, Portfolio Management, Asset Management, Capital Markets, Asset Managment, Valuation, Investments, Alternative Investments, Financial Modeling, Equities

Education
Columbia University - Columbia Business School   1995 — 1997
MBA

University at Albany, SUNY   1981 — 1985
BS, Accounting

Christopher Pike Christopher Pike Greater New York City Area Details
Christopher Pike's Prudential Securities Experience January 2000 - August 2005
Job Senior Software Engineer at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital  August 2014 - Present
Lab49  May 2010 - July 2014
Barclays Capital  September 2009 - May 2010
NYSE  September 2006 - September 2009
New York University  2005 - 2007
Prudential Securities   January 2000 - August 2005

Skills
Java, Web Services, Agile Methodologies, Trading Systems, Spring, Maven, JUnit, Akka, REST, Guice, Test Driven Development, Python, Messaging, Scrum, Distributed Systems, Scala, JMS, Continuous Integration, Multithreading, JavaScript, Node.js, Play Framework, Agile Project Management, Object Oriented Design, Design Patterns, MongoDB, Enterprise Architecture, Angular.js

Education
New York University   2005 — 2007
MS, Computer Science

Cornell University   1995 — 1999
BS, Operations Research

Bradley Aiken Bradley Aiken Greater New York City Area Details
Bradley Aiken's Prudential Securities Experience January 1990 - February 2000
Job Natural Gas Specialist / Member Professional Services Group
Industry Financial Services
Experience
Integrity Trading Inc.   February 2000 - December 2008
Prudential Securities   January 1990 - February 2000

Education
County College of Morris

Bill Danzell Bill Danzell Savannah, Georgia Area Details
Bill Danzell's Prudential Securities Experience August 1983 - May 1995
Job President at Public Finance Solutions,LLC
Industry Financial Services
Experience
Public Finance Solutions,LLC   August 2011 - Present
Investment Recovery Advisors, LLC   January 2008 - Present
iTRAFFIC SAFETY, LLC   August 2009 - June 2010
Nestor Traffic Systems  January 2003 - May 2007
Nestor, Inc.   2003 - 2007
Prudential Securities   August 1983 - May 1995

Skills
Mergers, Strategic Planning, Program Management, Negotiation, Team Building, New Business Development, Change Management, Contract Negotiation, Budgets, Operations Management, Team Leadership, Process Improvement, Organizational..., Management, Project Planning, Leadership, Enforcement, Social Media, Product Development, Project Management, Mergers & Acquisitions, Management Consulting, Start-ups, Business Development

Education
Colgate University   1975 — 1977
B.S., Economics

Colgate University
Bachelor of Arts (B.A.), Economics

Jonathan Eber Jonathan Eber Greater Detroit Area Details
Jonathan Eber's Prudential Securities Experience February 1995 - January 1999
Job Registered Representative at GLP & Associates
Industry Financial Services
Experience
GLP & Associates  March 2010 - Present
Fifth Third Securities  June 2007 - December 2009
Telemus Capital Partners  January 2005 - March 2007
UBS  January 2000 - January 2005
Prudential Securities   February 1995 - January 1999
Hyatt Hotels Corporation  July 1976 - November 1994
Hyatt Regency Dearborn  1989 - 1994

Skills
Series 7, Wealth Management, 401k Rollovers, Financial Analysis, Fixed Annuities, Asset Allocation, Retirement Planning, 401k, Mutual Funds, Retirement, Investment Advisory, Securities, Equities, Portfolio Management, Sales Management, Financial Services, Investment Strategies, Series 63, IRAs, Sales, Wealth Accumulation, Investments, Insurance, Training, Wealth, Variable Annuities, Long Term Care Insurance, Strategic Financial..., Finance, Financial Planners, Financial Advisory, Term Life Insurance, Wealth Management..., Estate Planning, College Savings Plans, ETFs, Long-term Care, Roth IRA, Saving for Education, Series 6

Education
Cornell University   1974 — 1976
MPS, Hotel Administration

Rutgers University-New Brunswick   1970 — 1974
BA, Political Science

Lynne Shapiro Smith Lynne Shapiro Smith Greater New York City Area Details
Lynne Shapiro Smith's Prudential Securities Experience 1995 - 1996
Job Head of Strategy, Voya Financial, Wealth Management Solutions
Industry Financial Services
Experience
Voya Financial (previously ING U.S.)   2010 - Present
ING U.S. (acquired CitiStreet in 2008)   1986 - 2009
CitiStreet (formerly Citigroup / State Street's retirement business)   2001 - 2007
Salomon Smith Barney (formerly Citigroup's retirement business)   1996 - 2001
Prudential Securities   1995 - 1996
Smith Barney (formerly Shearson American Express)   1990 - 1995
Smith Barney (formerly Shearson Lehman Brothers American Express)   1986 - 1990

Skills
Mergers & Acquisitions, Investments, Leadership, Financial Services, Management, Asset Managment, Marketing, Product Marketing, Strategy, Mutual Funds, Change Management, Series 63, Investment Advisory, Asset Allocation, Risk Management, Marketing Strategy, Financial Advisory, Finance, Asset Management, Holistic Financial...

Education
Cornell University   1981 — 1985
B.S., Economics, Business

Hofstra University
M.B.A., International Marketing

Henry Rosenblum Henry Rosenblum Jacksonville, Florida Details
Henry Rosenblum's Prudential Securities Experience May 2000 - June 2001
Job AVP MBS Allocations
Industry Financial Services
Experience
Deutsche Bank Securities  February 2011 - Present
RBS SECURITIES INC (formely Greenwich Capital   July 2001 - December 2010
Prudential Securities   May 2000 - June 2001
Prudential Securities   January 1986 - May 2000
Prudential Securities   January 1990 - January 1993
Prudential Securities   January 1986 - December 1989
Dean Witter  March 1985 - December 1985

Skills
Hedge Funds, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Derivatives, Investment Banking, Settlement, Mortgage Lending, Securities, Leadership, Asset Allocation, Accounting, MBS

Education
County College of Morris
Liberal Arts and science

HAUSMAN COMPUTER SCHOOL
Diploma, Computer Programming

MONTCLAIR STATE COLLEGE
Liberal Arts and Science

State University of New York College at Oneonta
Biology

Baldino Vinciarelli Baldino Vinciarelli Scranton, Pennsylvania Area Details
Baldino Vinciarelli's Prudential Securities Experience 1999 - 2001
Job Senior Commercial Liability Claims Specialist
Industry Insurance
Experience
ACE Group  June 2008 - Present
Infinity Insurance  December 2001 - June 2008
Prudential Securities   1999 - 2001
Keystone Blacktopping Inc.   1990 - 2001

Skills
Insurance, Liability, Claims, Product Liability, Premises Liability, Subrogation, Arbitration, Commercial Lines, General Liability, Litigation, Pennsylvania licensed..., Adjuster license in FL,..., Trucking Litigation, Agribusiness, Legal Liability, Claims Resolution, Investigation, Property Damage, Personal Injury, Claims Management, Claim, Liability Analysis, Claims Handling, Property & Casualty..., Litigation Management, Casualty, Public Liability, Professional Liability, Claim Investigation, Commercial Insurance, General Insurance, Insurance Law, Mediation, Umbrella Insurance, Fraud, CPCU, AIC, Casualty Insurance

Education
Colgate University   1995 — 1999
History, Education

American Institute for Chartered Property Casualty Underwriters

Coughlin

Marlene Bright Marlene Bright Norfolk, Virginia Area Details
Marlene Bright's Prudential Securities Experience 1986 - 1991
Job Assistant Director Victim Services Specialist at Norfolk Commonwealth Attorney's Victim Witness Assistance Program
Industry Judiciary
Experience
Norfolk Commonwealth Attorney's Victim Witness Assistance Program   March 2009 - Present
Maury High School  2013 - 2014
Davidson and Grannum   September 2003 - January 2006
Davidson & Grannum, LLP   September 2003 - January 2006
Prudential Securities   1986 - 1991
Prudential Securities   1986 - 1991
Prudential Securities   1986 - 1991
Prudential Securities   1986 - 1990
Prudential Securities   1986 - 1990
Prudential Securities   1986 - 1990

Skills
Administrative Support, Legal Research, Office Management, Outlook, Typing, Administration, Pleadings, Westlaw, Microsoft Office, Confidentiality, Excel, PowerPoint, Trial Preparation, Scheduling, Courts, Billing, Lotus Notes, Document Review, Supervisory Skills, Event Planning, Conferences, Inventory Management, Word, WordPerfect, Records Management, Research, Microsoft Word, System Administration, Administrative..., Process Scheduler, Microsoft Excel, Trials, Human Rights, Wordperfect, Leadership, Fundraising, Legal Writing, Nonprofits, Community Outreach, Program Development, Government, Training, Public Policy, Legislation, Invoicing, Public Speaking, Policy, Legal Assistance, Conflict Resolution, Time Management

Education
Bernard Baruch   1986 — 1987
Paralegal, Paralegal

D'Youville College   1980 — 1984
Business, Management

Hugh Nickola Hugh Nickola Greater New York City Area Details
Hugh Nickola's Prudential Securities Experience 1991 - 1994
Job Principal at GenTrust Wealth Management
Industry Investment Management
Experience
GenTrust Wealth Management   Managing DirectorJ.P. MorganFebruary 1994 - May 2010
Prudential Securities   1991 - 1994

Skills
Fixed Income, Capital Markets

Education
Columbia Engineering   1982 — 1986
BS, Electrical Engineering

Columbia University in the City of New York   1982 — 1986
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering

sue wald sue wald Greater New York City Area Details
sue wald's Prudential Securities Experience 1990 - 1991
Job Finance and Consulting
Industry Research
Experience
Prudential Securities   1990 - 1991
Drexel Burnham Lambert  1983 - 1990
Lehman Brothers Bank  1982 - 1983

Education
University of Pennsylvania - The Wharton School   1980 — 1982
MBA, Health Care Finance and Administration

Cornell University   1976 — 1980
BA, Biology

valley stream south

Alec Bethurum Alec Bethurum Prairie Village, Kansas Details
Alec Bethurum's Prudential Securities Experience 1998 - 2001
Job Sr. Portfolio Manager at Sterneck Capital Management
Industry Financial Services
Experience
Sterneck Capital Management   May 2013 - Present
Ocean View Capital   January 2010 - February 2012
Roth Capital Partners  2002 - 2008
Prudential Securities   1998 - 2001

Skills
Equities, Capital Markets, Portfolio Management, Hedge Funds, Mutual Funds, Asset Management, Equity Research, Alternative Investments, Financial Modeling, Investment Banking, Asset Allocation, Valuation, Investments, Bloomberg, Fixed Income, Securities

Education
Colgate University   1994 — 1998
Bachelor's Degree, History

Colin Sullivan Colin Sullivan Greater New York City Area Details
Colin Sullivan's Prudential Securities Experience September 1983 - December 1999
Job Private Investor
Industry Financial Services
Experience
Private Investor  February 2005 - Present
On permanent disability   January 2005 - February 2012
UBS Wealth Management  January 2000 - February 2005
Prudential Securities   September 1983 - December 1999
DDC  1980 - 1983
18th St. Management   1979 - 1980
Marlin Cafe   1978 - 1980

Skills
Wealth Management, Securities, Alternative Investments, Risk Management, Financial Analysis, Hedge Funds, Mutual Funds, Financial Services, Capital Markets, Finance, Strategic Financial..., Executive Management, Investment Management, Private Equity, Financial Modeling, Due Diligence, Bloomberg, Business Development, FINRA, Derivatives, Series 63, Trading, Investment Banking, Financial Markets, Bonds, Emerging Markets, Financial Advisory, Equity Research, ETFs, Valuation, Structured Products, Options, Wealth Management..., Trading Systems, Private Banking, Series 24, Equity Derivatives, Financial Planning

Education
Columbia University in the City of New York   1977 — 1981
Bachelor of Arts (BA), Philosophy; minor Comp. Lit.

Shrewsbury High School   1973 — 1977

Marc Menchel Marc Menchel Washington D.C. Metro Area Details
Marc Menchel's Prudential Securities Experience 1989 - 1995
Job Principal at Menchel Consulting LLC
Industry Financial Services
Experience
Menchel Consulting LLC   September 2012 - Present
Financial Industry Regulatory Authority  April 2002 - May 2012
Tucker Anthony  1995 - 2002
Prudential Securities   1989 - 1995

Skills
Broker-Dealer, Corporate Governance, Securities Litigation, Financial Regulation, Internal Investigations, Hedge Funds, FCPA, Equities, Private Placements, Investment Company Act, Investment Advisers Act, Corporate Law, Fixed Income, Financial Services, USA PATRIOT Act, OFAC, Trading, Options, Private Equity, Policy, Alternative Investments, Prime Brokerage

Education
Syracuse University College of Law   1977 — 1980
Doctor of Law (JD)

Davidson College   1973 — 1977
AB

Greg Richter Greg Richter Greater New York City Area Details
Greg Richter's Prudential Securities Experience 1986 - 2000
Job STRUCTURED CREDIT PM at Candlewood Investment Group, LP
Industry Investment Management
Experience
Candlewood Investment Group, LP  October 2010 - Present
Credit Suisse  2000 - 2010
Prudential Securities   1986 - 2000

Education
Colgate University

Ken Alvarez Ken Alvarez United States Details
Ken Alvarez's Prudential Securities Experience September 1993 - March 1996
Job
Industry Financial Services
Experience
JPMorgan Chase  March 2005 - Present
SAC CAPITAL ADVISORS  January 2003 - February 2005
Goldman Sachs  May 2002 - June 2003
Deutsche Bank  January 2001 - May 2002
Morgan Stanley  March 1999 - January 2001
Bankers Trust  March 1996 - March 1999
PRUDENTIAL SECURITIES   September 1993 - March 1996

Education
Curry College
B.A, Business Management; Computer Design and Mechanical Physics

Debra Contino Debra Contino Greater New York City Area Details
Debra Contino's Prudential Securities Experience January 1996 - January 2005
Job CSA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  January 2005 - Present
Prudential Securities   January 1996 - January 2005

Skills
Customer Service, Microsoft Office

Education
College of Mount Saint Vincent
Bachelor of Arts (BA), Economics

Norman Siegal Norman Siegal Cleveland, Ohio Details
Norman Siegal's Prudential Securities Experience September 1987 - May 1989
Job Managing Director, CoHead of Institutional Equity Sales & Principal
Industry Financial Services
Experience
Northcoast Research  August 2009 - Present
KeyBanc Capital Markets  November 1995 - August 2009
Roulston Research  May 1989 - November 1995
Prudential Securities   September 1987 - May 1989

Skills
Equities, Institutional Equity...

Education
Cornell University   1985 — 1987
MBA, Finance

Northwestern University   1981 — 1985
BA, Political Science

Joseph Hendrick Joseph Hendrick Greater New York City Area Details
Joseph Hendrick's Prudential Securities Experience November 1998 - March 2002
Job Financial Advisor/LPL Financial
Industry Financial Services
Experience
LPL Financial  March 2009 - Present
CitiGroup Smith Barney  March 2002 - March 2009
Prudential Securities   November 1998 - March 2002

Skills
Municipal Bonds, Long Term Care Insurance, Tactical and Strategic..., Mutual Fund Selection, Stock Selection, 401(k) Small Businesses

Education
Colgate University
AB

Peter Zeman Peter Zeman Ann Arbor, Michigan Details
Peter Zeman's Prudential Securities Experience 1995 - 1999
Job Investment Advisor
Industry Investment Management
Experience
AmBen LTD   2011 - Present
Ameriprise Financial Services, Inc.   October 2008 - October 2011
Prudential/Wachovia Securities   2004 - 2008
Morgan Stanley  May 1999 - October 2004
Prudential Securities   1995 - 1999

Skills
Management Consulting, Investment Strategies, Portfolio Management, Employee Benefits, Succession Planning, Investment Advisory, Autism Spectrum..., Criminal Justice, Merchandising, Market Risk, Mutual Funds, Wholesale Purchasing, Fantasy Baseball, Consumer Electronics, Management, Due Diligence, Leadership, CMFC, Public Speaking, Institutional Portfolio..., Social Media, Finance, Business Planning, Strategic Planning, Teaching, Sales, Customer Service

Education
Groves High School

Columbia University in the City of New York

Syracuse University; Florence, Italy

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