Prudential Securities
Industry: Bank
DescriptionPrudential Securities, also formerly known as Prudential Securities Incorporated, was the financial services arm of the insurer, Prudential Financial. In 2003, Prudential Securities was merged into Wachovia Securities, a division of Wachovia Bank. Headquarters: New York City, New York, United States Founded: 1981 Ceased operations: 2003 Parent organization: Prudential Financial Subsidiaries: Prudential-Bache Securities (Belgium) Inc., Prudential Mutual Fund Management, Inc. Predecessors: Bache & Co., Prudential Securities
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Prudential Securities Employees
Employee
Years
Job
Industry
Barry Burns Barry Burns's Prudential Securities Experience May 1995 - September 2001
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Nationwide Financial July 2009 - January 2013
Prudential Financial June 2008 - January 2009
Salomon Brothers/Legg Mason January 2004 - June 2008
Calamos Investments September 2001 - January 2004
Prudential Securities May 1995 - September 2001
Skills
Mutual Funds, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Managment, Fixed Annuities, Retirement, Wealth Management, Retirement Plan..., Public Speaking, Retirement Planning, Managing Accounts, Separately Managed..., Finance, Securities, Financial Advisory, Wealth, Portfolio Management, 401k Rollovers, Financial Services, Annuities, Institutional, Hedge Funds, Financial Planning, Managed Accounts, Patient Support, Insurance, ETFs, 401k, FINRA, Variable Annuities, IRAs, Wealth Management..., Bonds, Fixed Income
Education
Stephen F. Austin State University 1983 — 1985
BBA, Marketing, Finance
Kilgore College 1981 — 1983
Business Administration
Wells Fargo Advisors, LLC August 2013 - Present
Nationwide Financial July 2009 - January 2013
Prudential Financial June 2008 - January 2009
Salomon Brothers/Legg Mason January 2004 - June 2008
Calamos Investments September 2001 - January 2004
Prudential Securities May 1995 - September 2001
Skills
Mutual Funds, Alternative Investments, Investments, Investment Strategies, Equities, Investment Advisory, Asset Managment, Fixed Annuities, Retirement, Wealth Management, Retirement Plan..., Public Speaking, Retirement Planning, Managing Accounts, Separately Managed..., Finance, Securities, Financial Advisory, Wealth, Portfolio Management, 401k Rollovers, Financial Services, Annuities, Institutional, Hedge Funds, Financial Planning, Managed Accounts, Patient Support, Insurance, ETFs, 401k, FINRA, Variable Annuities, IRAs, Wealth Management..., Bonds, Fixed Income
Education
Stephen F. Austin State University 1983 — 1985
BBA, Marketing, Finance
Kilgore College 1981 — 1983
Business Administration
David Stack David Stack's Prudential Securities Experience January 1992 - July 1997
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
UBS October 2010 - Present
Merrill Lynch August 2004 - October 2010
Morgan Stanley Private Wealth Management July 1997 - August 2004
Prudential Securities January 1992 - July 1997
PaineWebber/Kidder Peabody April 1988 - January 1992
Education
Loyola College in Maryland 1982 — 1985
BS
Al Maree Al Maree's Prudential Securities Experience 1998 - 2001
Job Executive Director at Carpe Diem USA Foundation
Industry Nonprofit Organization Management
Experience
Carpe Diem USA Foundation April 2013 - Present
Smokey Bones Bar & Fire Grill 2009 - 2010
Smokey Bones Bar & Fire Grill 2007 - 2009
Smokey Bones Bar & Fire Grill 2005 - 2007
Mid Atlantic Contracting 2001 - 2004
Prudential Securities 1998 - 2001
USMC/USMCR January 1979 - January 2000
WorkAbility 1995 - 1997
Threshold Rehabilitation Services 1991 - 1994
Skills
Event Planning, Training & Development, Marketing Communications, Idea Generation, Proposal Writing, Business Planning, Operating Budgets, Employee Training, Coaching, Nonprofits, Leadership Development, Public Speaking, Team Building, Team Leadership, Non-profits, Leadership, Management, Time Management, Sales
Education
Lebanon Valley College 1974 — 1979
Bachelor of Arts (B.A.), Sociology
Carpe Diem USA Foundation April 2013 - Present
Smokey Bones Bar & Fire Grill 2009 - 2010
Smokey Bones Bar & Fire Grill 2007 - 2009
Smokey Bones Bar & Fire Grill 2005 - 2007
Mid Atlantic Contracting 2001 - 2004
Prudential Securities 1998 - 2001
USMC/USMCR January 1979 - January 2000
WorkAbility 1995 - 1997
Threshold Rehabilitation Services 1991 - 1994
Skills
Event Planning, Training & Development, Marketing Communications, Idea Generation, Proposal Writing, Business Planning, Operating Budgets, Employee Training, Coaching, Nonprofits, Leadership Development, Public Speaking, Team Building, Team Leadership, Non-profits, Leadership, Management, Time Management, Sales
Education
Lebanon Valley College 1974 — 1979
Bachelor of Arts (B.A.), Sociology
Giampaolo Pistrelli Giampaolo Pistrelli's Prudential Securities Experience 1990 - 1992
Job Corporate Controlling, Reporting & Planning Director at Silversea Cruises
Industry Leisure, Travel & Tourism
Experience
Silversea Cruises August 2013 - Present
Façonnable International SAM 2012 - 2013
MTN 2007 - 2012
GUITAY SAM / LPG 2006 - 2007
Del Monte Fresh Produce, Inc - Del Monte Foods Division 1996 - 2006
Rio Verde Carton S.A. 1993 - 1996
C & P Capital Investment Ltd 1992 - 1993
Prudential Securities 1990 - 1992
Skills
Business Planning, Strategic Planning, Financial Planning, Business Analysis, Financial Analysis, Data Analysis, Treasury Management, Controlling, Cost Accounting, Consolidation, Statutory Reporting, Management Reporting, Fixed Asset Management, Internal Audit, Key Performance..., Workers Compensation, Logistics, Procurement, Board Presentations, Regulatory Compliance, Contract Negotiation, Insolvency, Liquidation, Integrated Systems, Translation, Corporate Finance, IFRS, Risk Assessment, US GAAP, M&A due diligence, M&A experience, Inventory Management
Education
Knox College 1986 — 1990
B.A., Economics and Business Administration
Silversea Cruises August 2013 - Present
Façonnable International SAM 2012 - 2013
MTN 2007 - 2012
GUITAY SAM / LPG 2006 - 2007
Del Monte Fresh Produce, Inc - Del Monte Foods Division 1996 - 2006
Rio Verde Carton S.A. 1993 - 1996
C & P Capital Investment Ltd 1992 - 1993
Prudential Securities 1990 - 1992
Skills
Business Planning, Strategic Planning, Financial Planning, Business Analysis, Financial Analysis, Data Analysis, Treasury Management, Controlling, Cost Accounting, Consolidation, Statutory Reporting, Management Reporting, Fixed Asset Management, Internal Audit, Key Performance..., Workers Compensation, Logistics, Procurement, Board Presentations, Regulatory Compliance, Contract Negotiation, Insolvency, Liquidation, Integrated Systems, Translation, Corporate Finance, IFRS, Risk Assessment, US GAAP, M&A due diligence, M&A experience, Inventory Management
Education
Knox College 1986 — 1990
B.A., Economics and Business Administration
Michael Bruynesteyn Michael Bruynesteyn's Prudential Securities Experience 1998 - 2006
Job VP Strategic Finance & Treasurer at Turner Construction; Driving change, boosting profit and generating cash.
Industry Construction
Experience
Turner Construction Company 2013 - Present
Levant Power Corporation 2013 - Present
Strauss Capital Partners 2008 - 2012
Lehman Brothers 2006 - 2008
Prudential Securities 1998 - 2006
General Motors 1990 - 1998
British Columbia Research Corp 1986 - 1989
Skills
Capital Markets, Equities, Certified Treasury..., Board Advisory Services, Strategy, Financial Modeling, Corporate Finance, Finance, Business Strategy, Investments, Business Development, Portfolio Management, Mergers & Acquisitions, Management
Education
London Business School 1989 — 1991
MBA, Business
The University of British Columbia 1981 — 1986
B. Applied Science, Mechanical Engineering
Turner Construction Company 2013 - Present
Levant Power Corporation 2013 - Present
Strauss Capital Partners 2008 - 2012
Lehman Brothers 2006 - 2008
Prudential Securities 1998 - 2006
General Motors 1990 - 1998
British Columbia Research Corp 1986 - 1989
Skills
Capital Markets, Equities, Certified Treasury..., Board Advisory Services, Strategy, Financial Modeling, Corporate Finance, Finance, Business Strategy, Investments, Business Development, Portfolio Management, Mergers & Acquisitions, Management
Education
London Business School 1989 — 1991
MBA, Business
The University of British Columbia 1981 — 1986
B. Applied Science, Mechanical Engineering
Steve Prettyman Jr's Prudential Securities Experience February 1994 - June 1996
Job Vice President Orange County Business Bank
Industry Financial Services
Experience
Orange County Business Bank August 2012 - Present
American Capital Group Inc. March 1997 - July 2012
Prudential Securities February 1994 - June 1996
Skills
Cash Management, Liquidity Solutions, Commercial Banking, Depository Services, Equipment Loans, Closing Deals, Multi Family Properties, Commercial Sales, Commercial Real Estate..., Industrial Properties, Investment Strategies, Credit Analysis, Banking, Sales Management, Financial Analysis, Asset Based Lending, Small Business Lending, Real Estate, Risk Management, SBA, Credit, Deal Closure, Small Business, Capital Markets, Commercial Real Estate, Portfolio Management, Leadership, Wealth Management, Financial Services, Funding, Underwriting, Commercial Mortgages, Loan Origination, Financial Structuring, Mortgage Lending, Commercial Lending, Real Estate Financing, Finance, Loans, Real Estate Economics, Investments, Executive Management
Education
USC 1993 — 1997
Communications, Business
Ithaca College 1992 — 1993
Business
Orange County Business Bank August 2012 - Present
American Capital Group Inc. March 1997 - July 2012
Prudential Securities February 1994 - June 1996
Skills
Cash Management, Liquidity Solutions, Commercial Banking, Depository Services, Equipment Loans, Closing Deals, Multi Family Properties, Commercial Sales, Commercial Real Estate..., Industrial Properties, Investment Strategies, Credit Analysis, Banking, Sales Management, Financial Analysis, Asset Based Lending, Small Business Lending, Real Estate, Risk Management, SBA, Credit, Deal Closure, Small Business, Capital Markets, Commercial Real Estate, Portfolio Management, Leadership, Wealth Management, Financial Services, Funding, Underwriting, Commercial Mortgages, Loan Origination, Financial Structuring, Mortgage Lending, Commercial Lending, Real Estate Financing, Finance, Loans, Real Estate Economics, Investments, Executive Management
Education
USC 1993 — 1997
Communications, Business
Ithaca College 1992 — 1993
Business
James Jim H. Pollak's Prudential Securities Experience 1992 - 1995
Job President & CEO at Patriot Natural Resources
Industry Oil & Energy
Experience
CTGX Mining, Inc. November 2014 - Present
One Yoga Denver September 2012 - Present
Patriot Natural Resources 2009 - Present
Self 1997 - 2004
Janco Partners 1996 - 1997
PaineWebber 1995 - 1997
Prudential Securities 1992 - 1995
Self Employed 1986 - 1992
Skills
Financial Markets, Entrepreneurship..., Oil/Gas, Olympic, Cycling, Strategic Planning, Portfolio Management, Mergers, Mergers & Acquisitions, Start-ups, Contract Negotiation, Financial Services, Finance, Venture Capital, Entrepreneurship, Executive Management, Small Business, Management, New Business Development, Leadership
Education
Indiana University Bloomington 1982 — 1986
BS, Law and Public Policy w/ minor in Policy Administration
CTGX Mining, Inc. November 2014 - Present
One Yoga Denver September 2012 - Present
Patriot Natural Resources 2009 - Present
Self 1997 - 2004
Janco Partners 1996 - 1997
PaineWebber 1995 - 1997
Prudential Securities 1992 - 1995
Self Employed 1986 - 1992
Skills
Financial Markets, Entrepreneurship..., Oil/Gas, Olympic, Cycling, Strategic Planning, Portfolio Management, Mergers, Mergers & Acquisitions, Start-ups, Contract Negotiation, Financial Services, Finance, Venture Capital, Entrepreneurship, Executive Management, Small Business, Management, New Business Development, Leadership
Education
Indiana University Bloomington 1982 — 1986
BS, Law and Public Policy w/ minor in Policy Administration
Despina Cleary Despina Cleary's Prudential Securities Experience May 1997 - January 1999
Job Sr. Compensation Analyst
Industry Hospital & Health Care
Experience
Meridian Health February 2015 - Present
Allergan (ACTAVIS/Forest Laboratories) January 2004 - February 2015
Forest Laboratories January 2001 - December 2003
PRIMEDIA Consumer Magazine & Internet Group April 1999 - January 2001
AIG January 1999 - April 1999
PRUDENTIAL SECURITIES May 1997 - January 1999
FLEET BROKERAGE SECURITIES January 1997 - May 1997
Skills
Deferred Compensation, Human Resources, Job Descriptions, Performance Management, Leadership, Compensation, SAP HR, Salary Review, SAP, Job Analysis, Microsoft Excel, Training, Compensation & Benefit, Salary Surveys, Compensation Structures, Salary Benchmarks, Process Improvement, Salary Structures, Incentive Programs, Equity Administration, Microsoft Office, Compensation Design &..., Incentive Compensation, Data Analysis, Incentive Planning, Outlook, Salary, PowerPoint, Base Pay Administration, Pay for Performance, Global Compensation, Pay Structures, Requirements Gathering, Microsoft Word, Compensation Strategies, Compensation & Benefits..., Executive Support, Customer Service, Project Management, Executive Compensation..., Competitive Analysis, Research, Windows, Compensations, Auditing, Highly detail oriented, Collaboration, Following Up, 401k administration, Talent Management
Education
Long Island University, Brooklyn Campus 1997 — 2000
Master of Science (M.S.) with distinction, Human Resources Management/Personnel Administration, General, 3.63/4.0
Long Island University, Brooklyn Campus 1992 — 1997
Bachelor of Science (BS), Primary Major: Business Administration and Management, General, 3.30/4.0
Long Island University, Brooklyn Campus 1992 — 1997
Bachelor of Science (BS), Secondary Major: Psychology
Meridian Health February 2015 - Present
Allergan (ACTAVIS/Forest Laboratories) January 2004 - February 2015
Forest Laboratories January 2001 - December 2003
PRIMEDIA Consumer Magazine & Internet Group April 1999 - January 2001
AIG January 1999 - April 1999
PRUDENTIAL SECURITIES May 1997 - January 1999
FLEET BROKERAGE SECURITIES January 1997 - May 1997
Skills
Deferred Compensation, Human Resources, Job Descriptions, Performance Management, Leadership, Compensation, SAP HR, Salary Review, SAP, Job Analysis, Microsoft Excel, Training, Compensation & Benefit, Salary Surveys, Compensation Structures, Salary Benchmarks, Process Improvement, Salary Structures, Incentive Programs, Equity Administration, Microsoft Office, Compensation Design &..., Incentive Compensation, Data Analysis, Incentive Planning, Outlook, Salary, PowerPoint, Base Pay Administration, Pay for Performance, Global Compensation, Pay Structures, Requirements Gathering, Microsoft Word, Compensation Strategies, Compensation & Benefits..., Executive Support, Customer Service, Project Management, Executive Compensation..., Competitive Analysis, Research, Windows, Compensations, Auditing, Highly detail oriented, Collaboration, Following Up, 401k administration, Talent Management
Education
Long Island University, Brooklyn Campus 1997 — 2000
Master of Science (M.S.) with distinction, Human Resources Management/Personnel Administration, General, 3.63/4.0
Long Island University, Brooklyn Campus 1992 — 1997
Bachelor of Science (BS), Primary Major: Business Administration and Management, General, 3.30/4.0
Long Island University, Brooklyn Campus 1992 — 1997
Bachelor of Science (BS), Secondary Major: Psychology
Kristan Cleckner Kristan Cleckner's Prudential Securities Experience 1997 - 1998
Job Administrative Assistant to Financial Advisor
Industry Financial Services
Experience
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Financial Services Company August 2014 - Present
Fifth Third Bank September 2011 - February 2014
Wells Fargo April 1998 - August 2011
Prudential Securities 1997 - 1998
Paine Webber 1996 - 1997
Merrill Lynch 1986 - 1996
Skills
Banking, Commercial Lending, Treasury Management, Commercial Banking, Credit, Small Business Lending, Loans, Credit Analysis, Cash Management, Portfolio Management, Relationship Management
Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance
University of Arizona
Finance, General
Lynn R. Daly, CLTC, CDFA's Prudential Securities Experience July 1998 - June 2001
Job Financial Advisor, Focus Financial/Daly & Associates
Industry Financial Services
Experience
Daly & Associates/Focus Financial July 2001 - Present
Prudential Securities July 1998 - June 2001
Wolkoff, Wiik and Associates August 1992 - June 1998
Skills
Managerial Experience, Financial Analysis, Financial Management, Retirement Planning, Financial Planning, Retirement, Securities, Long Term Care, Disability Insurance, Estate Planning, Investments, Wealth Management, 401k, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Retirement Income..., Series 7, Annuities, Alternative Investments, Asset Protection, Wealth Accumulation, Personal Finance, Series 66, Risk Management, Investment Strategies, Series 63, Fixed Income, IRA's, Financial Advisory, Term Life Insurance, Insurance, Financial Goals, Financial Services, Financial Planners, Personal Financial..., Finance
Education
Kaplan University 2010 — 2011
CFP Classes, Certified Financial Planner, Passed all six courses
University of Minnesota-Twin Cities 1992 — 1994
LSW, Sociology
University of Minnesota-Twin Cities 1988 — 1992
Bachelor of Arts, Sociology
Daly & Associates/Focus Financial July 2001 - Present
Prudential Securities July 1998 - June 2001
Wolkoff, Wiik and Associates August 1992 - June 1998
Skills
Managerial Experience, Financial Analysis, Financial Management, Retirement Planning, Financial Planning, Retirement, Securities, Long Term Care, Disability Insurance, Estate Planning, Investments, Wealth Management, 401k, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Retirement Income..., Series 7, Annuities, Alternative Investments, Asset Protection, Wealth Accumulation, Personal Finance, Series 66, Risk Management, Investment Strategies, Series 63, Fixed Income, IRA's, Financial Advisory, Term Life Insurance, Insurance, Financial Goals, Financial Services, Financial Planners, Personal Financial..., Finance
Education
Kaplan University 2010 — 2011
CFP Classes, Certified Financial Planner, Passed all six courses
University of Minnesota-Twin Cities 1992 — 1994
LSW, Sociology
University of Minnesota-Twin Cities 1988 — 1992
Bachelor of Arts, Sociology
S. Derby Gisclair's Prudential Securities Experience 1990 - 2002
Job Investment Management Consultant at Crescent Capital Consulting, LLC
Industry Financial Services
Experience
Crescent Capital Consulting, LLC September 2010 - Present
Equitas Capital Advisors, LLC September 2002 - September 2010
Prudential Securities 1990 - 2002
Drexel Burnham Lambert 1984 - 1990
Paine Webber (now UBS/PaineWebber) 1982 - 1984
Skills
Private Wealth..., Investments, Investment Advisory, Wealth Management, Financial Advisory, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Fixed Income, Mutual Funds, Securities, Retirement Planning, Investment Strategies, Retirement, 401k, Investment Management, Management Consulting
Education
Loyola University New Orleans 1971 — 1973
B.A., Liberal Arts
De La Salle High School 1966 — 1970
Crescent Capital Consulting, LLC September 2010 - Present
Equitas Capital Advisors, LLC September 2002 - September 2010
Prudential Securities 1990 - 2002
Drexel Burnham Lambert 1984 - 1990
Paine Webber (now UBS/PaineWebber) 1982 - 1984
Skills
Private Wealth..., Investments, Investment Advisory, Wealth Management, Financial Advisory, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Fixed Income, Mutual Funds, Securities, Retirement Planning, Investment Strategies, Retirement, 401k, Investment Management, Management Consulting
Education
Loyola University New Orleans 1971 — 1973
B.A., Liberal Arts
De La Salle High School 1966 — 1970
John Barrett, CFP® John Barrett, CFP®'s Prudential Securities Experience 1992 - 1994
Job Managing Director at US Trust
Industry Financial Services
Experience
US Trust August 2012 - Present
First Republic Bank January 2011 - August 2012
TD Bank Group May 2004 - February 2011
JPMorgan Chase January 1995 - May 2004
Prudential Securities 1992 - 1994
Skills
Banking, Private Banking, Wealth Management, Financial Services, High Net Worth..., New Business Development, Small Business Lending, Portfolio Management, Management, Sales, Series 7, Leadership, Investments, Mortgage Lending, Credit, Credit Analysis, Relationship Management
Education
Iona College 1989 — 1991
Bachelor of Science (B.S.), Business Administration
NRHS
University of Maryland College Park
US Trust August 2012 - Present
First Republic Bank January 2011 - August 2012
TD Bank Group May 2004 - February 2011
JPMorgan Chase January 1995 - May 2004
Prudential Securities 1992 - 1994
Skills
Banking, Private Banking, Wealth Management, Financial Services, High Net Worth..., New Business Development, Small Business Lending, Portfolio Management, Management, Sales, Series 7, Leadership, Investments, Mortgage Lending, Credit, Credit Analysis, Relationship Management
Education
Iona College 1989 — 1991
Bachelor of Science (B.S.), Business Administration
NRHS
University of Maryland College Park
Brian Weinreich Brian Weinreich's Prudential Securities Experience November 1998 - September 2000
Job Financial Advisor / Registered Investment Advisor at American Heritage Securities / EGI FInancial
Industry Financial Services
Experience
American Heritage Securities Inc. / EGI Financial Inc. May 2009 - Present
Merrill Lynch September 2000 - May 2009
Prudential Securities November 1998 - September 2000
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Insurance, Long-term Care, Disability Insurance, 401k plans, 401k, Estate Planning, Financial Services, Small Business, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, Finance
Education
Kent State University 1991 — 1997
American Heritage Securities Inc. / EGI Financial Inc. May 2009 - Present
Merrill Lynch September 2000 - May 2009
Prudential Securities November 1998 - September 2000
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Insurance, Long-term Care, Disability Insurance, 401k plans, 401k, Estate Planning, Financial Services, Small Business, Wealth Management, Mutual Funds, Fixed Annuities, Asset Allocation, Finance
Education
Kent State University 1991 — 1997
Will Lukang Will Lukang's Prudential Securities Experience April 2000 - November 2003
Job IT Executive Director
Industry Investment Management
Experience
Lead Change Group August 2012 - Present
UBS Wealth Management March 2012 - Present
UBS Wealth Management August 2011 - February 2012
UBS Financial Services Inc. April 2007 - August 2011
Prudential Investments January 2007 - April 2007
Prudential Financial December 2003 - January 2007
Prudential Securities April 2000 - November 2003
KPMG LLP August 1998 - April 2000
Merrill Lynch November 1997 - August 1998
New York City Board of Education July 1995 - November 1997
Skills
Certified Scrum Master..., PMP, Certified Leadership..., Leadership Mentoring, Mentoring, Executive Coaching, Coaching, System Design, Systems Analysis, Data Modeling, Team Building, Idea Generation, Process Improvement, Leading Change, Agile Coach, Agile Methodologies, Leadership Development, Business, Testing, SDLC, PMO, Visio, DB2, COBOL, Vendor Management, Software Development, Business Analysis, Program Management, Access, Leadership, Databases, Cross-functional Team..., Management, Integration, Project Management, Strategy, Analysis, Enterprise Software, Team Leadership, Project Planning, Scrum, Business Requirements, IT Strategy, Project Portfolio..., Strategic Planning
Education
John Maxwell Team 2013 — 2013
The John C. Maxwell Certification Program, Coach, Trainer and Speaker
Seton Hall University 2006 — 2008
Master of Arts, in Strategic Communication and Leadership (MASCL)
The George Washington University 2001 — 2003
Masters Certificate, Project Management
Iona College 1998 — 2000
MBA, with Concentration in Information & Decision Technology Management
University Of Santo Tomas 1984 — 1988
Bsc, Accounting
Workplace Coach Institute Inc.
Certified Leadership Development Coach (CLDC)
PPCHA
Lead Change Group August 2012 - Present
UBS Wealth Management March 2012 - Present
UBS Wealth Management August 2011 - February 2012
UBS Financial Services Inc. April 2007 - August 2011
Prudential Investments January 2007 - April 2007
Prudential Financial December 2003 - January 2007
Prudential Securities April 2000 - November 2003
KPMG LLP August 1998 - April 2000
Merrill Lynch November 1997 - August 1998
New York City Board of Education July 1995 - November 1997
Skills
Certified Scrum Master..., PMP, Certified Leadership..., Leadership Mentoring, Mentoring, Executive Coaching, Coaching, System Design, Systems Analysis, Data Modeling, Team Building, Idea Generation, Process Improvement, Leading Change, Agile Coach, Agile Methodologies, Leadership Development, Business, Testing, SDLC, PMO, Visio, DB2, COBOL, Vendor Management, Software Development, Business Analysis, Program Management, Access, Leadership, Databases, Cross-functional Team..., Management, Integration, Project Management, Strategy, Analysis, Enterprise Software, Team Leadership, Project Planning, Scrum, Business Requirements, IT Strategy, Project Portfolio..., Strategic Planning
Education
John Maxwell Team 2013 — 2013
The John C. Maxwell Certification Program, Coach, Trainer and Speaker
Seton Hall University 2006 — 2008
Master of Arts, in Strategic Communication and Leadership (MASCL)
The George Washington University 2001 — 2003
Masters Certificate, Project Management
Iona College 1998 — 2000
MBA, with Concentration in Information & Decision Technology Management
University Of Santo Tomas 1984 — 1988
Bsc, Accounting
Workplace Coach Institute Inc.
Certified Leadership Development Coach (CLDC)
PPCHA
Heather (Pozulp) Harty's Prudential Securities Experience May 1997 - February 2000
Job
Industry Financial Services
Experience
Modern Images By Heather January 2009 - Present
LPL Financial January 2006 - December 2008
Wachovia/Prudential Securities August 2003 - January 2006
UBS/PaineWebber Wealth Management February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Administration, Office Administration, Operations Management, Operational Excellence, Account Management
Education
Illinois State University
Modern Images By Heather January 2009 - Present
LPL Financial January 2006 - December 2008
Wachovia/Prudential Securities August 2003 - January 2006
UBS/PaineWebber Wealth Management February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Administration, Office Administration, Operations Management, Operational Excellence, Account Management
Education
Illinois State University
Carin H Constant Carin H Constant's Prudential Securities Experience March 1997 - February 2003
Job Senior VP Institutional Sales at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
IFS Securities October 2014 - Present
Westminster Financial Capital Inc. January 2010 - October 2014
Prudential Securities March 1997 - February 2003
PaineWebber August 1986 - December 1997
Morgan Stanley January 1986 - January 1994
Skills
polo player, photographer, lost wax jewelry..., Equities, Fixed Income, Hedge Funds, Trading, Investment Banking, Securities, Bonds, Series 7, Investments, Asset Management, Portfolio Management, Valuation, Private Equity, Asset Allocation, Stocks, Investor Relations, Debt, Alternative Investments, Corporate Finance, Emerging Markets, Venture Capital, Capital Markets, Bloomberg, FX, Financial Modeling, Risk Management, Institutional, Industry Analysis, Mergers, Due Diligence, Credit, Risk, Analysis, Asset, Restructuring, Capital, Funding, Equity Research, Commodities, Structuring, Private Placements, Customer Relations, Options, Management Consulting, Leveraged Finance, Technical Analysis, Modeling
Education
Lake Forest College
BA, Art, Economics, International Relations
Tulane University
transferred to lake forest, art history
Harvard University 1978 — 1979
Degree, Institute in ArtsAdminstration
New York University 1980 — 1983
NYU Institute Film and TV, Summer School Film and TV, Pass
Katy Phoun's Prudential Securities Experience 2000 - 2003
Job Senior Vice President at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services December 2014 - Present
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC 2008 - August 2011
Citadel Solutions 2005 - 2008
Citadel Investment Group 2003 - 2005
Prudential Securities 2000 - 2003
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Derivatives, Securities, Capital Markets, Alternative Investments, Financial Services, Electronic Trading, Trading, Prime Brokerage, Asset Managment, Management, Financial Modeling, Bloomberg Terminal, Bloomberg, Options, Trading Systems, Financial Analysis, Private Equity, Fund Of Funds, Credit Derivatives
Education
Indiana University Bloomington 1996 — 2000
Economics and Political Science
Northern Trust Hedge Fund Services December 2014 - Present
Northern Trust Hedge Fund Services August 2011 - Present
Omnium LLC 2008 - August 2011
Citadel Solutions 2005 - 2008
Citadel Investment Group 2003 - 2005
Prudential Securities 2000 - 2003
Skills
Hedge Funds, Asset Management, Fixed Income, Equities, Derivatives, Securities, Capital Markets, Alternative Investments, Financial Services, Electronic Trading, Trading, Prime Brokerage, Asset Managment, Management, Financial Modeling, Bloomberg Terminal, Bloomberg, Options, Trading Systems, Financial Analysis, Private Equity, Fund Of Funds, Credit Derivatives
Education
Indiana University Bloomington 1996 — 2000
Economics and Political Science
Leslie Harmel Leslie Harmel's Prudential Securities Experience December 1996 - June 2001
Job Director, Sr. Compliance Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Jonathan Job-Hunting Jonathan Job-Hunting's Prudential Securities Experience 2005 - 2009
Job Information Technology Consultant specializing in Project Management for Internet & eBusiness
Industry Financial Services
Experience
Self-employed Director, e-Business ReportingPrudential Financial2009 - 2013
Prudential Securities 2005 - 2009
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase (Chemical Bank) 1996 - 2000
Skills
Project Management, Manage Client..., E-commerce, Business Process..., Business Analysis, Program Management, Business Strategy, Business Process..., Front Office Development, E-business, Back Office Automation
Education
Iona College 1999 — 2002
M.B.A., Strategic Management / Information Systems (dual major), with Distinction
Pace University 1992 — 1996
B.S., Computer Science, Magna cum laude
Self-employed Director, e-Business ReportingPrudential Financial2009 - 2013
Prudential Securities 2005 - 2009
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase (Chemical Bank) 1996 - 2000
Skills
Project Management, Manage Client..., E-commerce, Business Process..., Business Analysis, Program Management, Business Strategy, Business Process..., Front Office Development, E-business, Back Office Automation
Education
Iona College 1999 — 2002
M.B.A., Strategic Management / Information Systems (dual major), with Distinction
Pace University 1992 — 1996
B.S., Computer Science, Magna cum laude
Michael Martucci Michael Martucci's Prudential Securities Experience January 1992 - March 1998
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Clifford Mulder's Prudential Securities Experience April 1993 - August 1999
Job Senior Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Raymond James December 2005 - Present
NatCity Investments August 1999 - December 2005
Prudential Securities April 1993 - August 1999
Skills
Finance, Securities, Financial Advisory, Investments, Retirement Planning, Management, Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Risk Management, Strategic Planning
Education
The University of Georgia
Master of Public Administration (MPA)
Kalamazoo College
Bachelor of Arts (BA), Economics & Sociology
Glen Renaud's Prudential Securities Experience September 1989 - September 1998
Job First Vice President/Investments
Industry Financial Services
Experience
Janney Montgomery Scott September 1998 - Present
Janney Montgomery Scott September 1998 - Present
Prudential Securities September 1989 - September 1998
Skills
Tactical Asset..., Global Tactical Asset..., Capital Markets, Small Business..., Finance, International..., Wealth Management, Alternative Investments, Risk Management, Risk Assessment, Stocks, Bonds, ETFs, Estate Planning, FINRA, Greater China, Model United Nations
Education
The Wharton School, University of Pennsylvania 2005 — 2006
Accredited Wealth Management Advisor, Wealth Management
Penn State University 1976 — 1978
Post Graduate Coursework in Finance
Kent State University 1973 — 1976
Bachlor of Business Administration, Finance and Capital Markets
Janney Montgomery Scott September 1998 - Present
Janney Montgomery Scott September 1998 - Present
Prudential Securities September 1989 - September 1998
Skills
Tactical Asset..., Global Tactical Asset..., Capital Markets, Small Business..., Finance, International..., Wealth Management, Alternative Investments, Risk Management, Risk Assessment, Stocks, Bonds, ETFs, Estate Planning, FINRA, Greater China, Model United Nations
Education
The Wharton School, University of Pennsylvania 2005 — 2006
Accredited Wealth Management Advisor, Wealth Management
Penn State University 1976 — 1978
Post Graduate Coursework in Finance
Kent State University 1973 — 1976
Bachlor of Business Administration, Finance and Capital Markets
Roderic Davis, CFA Roderic Davis, CFA's Prudential Securities Experience April 1997 - September 1997
Job Relationship Manager at The Commerce Bank of Washington
Industry Financial Services
Experience
The Commerce Bank of Washington June 2010 - Present
Pacific Northwest Alumni of Alpha Delta Phi December 2009 - Present
MFW LLC December 2009 - 2010
Bank of Scotland June 1998 - September 2009
Prudential Securities April 1997 - September 1997
Skills
Financial Modeling, Commercial Mortgages, Loans, Cash Flow Forecasting
Education
Loyola University Chicago 1995 — 1996
MBA, Finance
University of Washington 1988 — 1992
BA, Economics
The Commerce Bank of Washington June 2010 - Present
Pacific Northwest Alumni of Alpha Delta Phi December 2009 - Present
MFW LLC December 2009 - 2010
Bank of Scotland June 1998 - September 2009
Prudential Securities April 1997 - September 1997
Skills
Financial Modeling, Commercial Mortgages, Loans, Cash Flow Forecasting
Education
Loyola University Chicago 1995 — 1996
MBA, Finance
University of Washington 1988 — 1992
BA, Economics
Howard Meyers, JD, CFP Howard Meyers, JD, CFP's Prudential Securities Experience January 2000 - October 2002
Job Vice President, Coastline Wealth Management
Industry Investment Management
Experience
Coastline Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2014
Merrill Lynch October 2002 - April 2009
Prudential Securities January 2000 - October 2002
Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning
Education
Villanova University School of Law 1982 — 1985
J.D., Corporate Finance
Lehigh University - College of Business and Economics 1978 — 1982
B.S., Finance
Coastline Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. April 2009 - October 2014
Merrill Lynch October 2002 - April 2009
Prudential Securities January 2000 - October 2002
Skills
Retirement, Estate Planning, Asset Management, Retirement Planning, Investment Management, Wealth, Mutual Funds, Finance, Wealth Management, Series 7, Financial Planning
Education
Villanova University School of Law 1982 — 1985
J.D., Corporate Finance
Lehigh University - College of Business and Economics 1978 — 1982
B.S., Finance
Jeff Toleman's Prudential Securities Experience 1996 - 1998
Job QTA Visionary
Industry Machinery
Experience
Quality Tools & Abrasives, Inc. October 2002 - Present
RA Zweig, Inc. 1998 - 2002
Prudential Securities 1996 - 1998
Skills
Lean Manufacturing, Kanban, Materials Management, Kaizen, Purchasing, Six Sigma, ISO/QS/AS, 5S, Continuous Improvement, ISO, Inventory Control, Inventory Management, Supply Chain, Supply Chain Management, Supply Management, Team Building, Value Stream Mapping, Root Cause Analysis, Quality System, Sales Management, Product Development, Process Improvement, Production Planning, Quality Management, Manufacturing, MRP, Machine Tools, Machining, Manufacturing..., Operations Management, Logistics
Education
Purdue University 1996 — 1997
Post Grad, Medical
Indiana University Bloomington 1992 — 1996
BS, Biology
Quality Tools & Abrasives, Inc. October 2002 - Present
RA Zweig, Inc. 1998 - 2002
Prudential Securities 1996 - 1998
Skills
Lean Manufacturing, Kanban, Materials Management, Kaizen, Purchasing, Six Sigma, ISO/QS/AS, 5S, Continuous Improvement, ISO, Inventory Control, Inventory Management, Supply Chain, Supply Chain Management, Supply Management, Team Building, Value Stream Mapping, Root Cause Analysis, Quality System, Sales Management, Product Development, Process Improvement, Production Planning, Quality Management, Manufacturing, MRP, Machine Tools, Machining, Manufacturing..., Operations Management, Logistics
Education
Purdue University 1996 — 1997
Post Grad, Medical
Indiana University Bloomington 1992 — 1996
BS, Biology
Donald (Don) Wesnofske - CPA Donald (Don) Wesnofske - CPA's Prudential Securities Experience November 1998 - January 2001
Job Capital, Finance, Controls, Risk Capital Markets, Banking Advisor, Consultant, ProgramProjects, Subject Matter
Industry Financial Services
Experience
Risk Officer, Inc.- Strategy, Advisory, Research, Consulting, and Resourcing Services January 1995 - Present
McGladrey - Risk Advisory Services August 2014 - July 2015
Perficient - Business and Technology Services May 2014 - August 2014
DELL INCORPORATED - Business Solutions and Services May 2012 - April 2014
FIS CAPCO – Business and Technology Consulting April 2010 - September 2011
IBM CORPORATION – Business Solutions and Services September 2006 - April 2010
ING - ING DIRECT June 2004 - December 2005
ALLIANCEBERNSTEIN – ALLIANCE CAPITAL September 2001 - October 2002
PRUDENTIAL SECURITIES November 1998 - January 2001
KPMG PEAT MARWICK - Advisory and Consulting November 1997 - November 1998
Skills
Basel II, Market Risk, Derivatives, ALM, Structured Products, Risk Management, Capital Markets, Financial Risk, Credit, Treasury Management, Credit Risk, Liquidity, Operational Risk, Fixed Income, Enterprise Risk..., Financial Services, Trading, Business Strategy, Business Process..., Dodd-Frank, Counterparty Risk, Information Technology, Technology Solutions, Basel III, Credit Derivatives, Interest Rate..., Financial Accounting, Controllership Functions, Technology Architecture, Strategic Technology..., FAS 133, Fair Value, FAS 157, Hedge Accounting, Architecture Frameworks, Economic Capital, Risk Measurement, Financial Performance, Financial Strategy, Risk Systems, Financial Analysis, Financial Reporting, Business Intelligence, Integration
Education
Long Island University, C.W. Post Campus
MS
Long Island University, C.W. Post Campus
BS
Suffolk County Community College
AAS
Risk Officer, Inc.- Strategy, Advisory, Research, Consulting, and Resourcing Services January 1995 - Present
McGladrey - Risk Advisory Services August 2014 - July 2015
Perficient - Business and Technology Services May 2014 - August 2014
DELL INCORPORATED - Business Solutions and Services May 2012 - April 2014
FIS CAPCO – Business and Technology Consulting April 2010 - September 2011
IBM CORPORATION – Business Solutions and Services September 2006 - April 2010
ING - ING DIRECT June 2004 - December 2005
ALLIANCEBERNSTEIN – ALLIANCE CAPITAL September 2001 - October 2002
PRUDENTIAL SECURITIES November 1998 - January 2001
KPMG PEAT MARWICK - Advisory and Consulting November 1997 - November 1998
Skills
Basel II, Market Risk, Derivatives, ALM, Structured Products, Risk Management, Capital Markets, Financial Risk, Credit, Treasury Management, Credit Risk, Liquidity, Operational Risk, Fixed Income, Enterprise Risk..., Financial Services, Trading, Business Strategy, Business Process..., Dodd-Frank, Counterparty Risk, Information Technology, Technology Solutions, Basel III, Credit Derivatives, Interest Rate..., Financial Accounting, Controllership Functions, Technology Architecture, Strategic Technology..., FAS 133, Fair Value, FAS 157, Hedge Accounting, Architecture Frameworks, Economic Capital, Risk Measurement, Financial Performance, Financial Strategy, Risk Systems, Financial Analysis, Financial Reporting, Business Intelligence, Integration
Education
Long Island University, C.W. Post Campus
MS
Long Island University, C.W. Post Campus
BS
Suffolk County Community College
AAS
Robert Pettit Robert Pettit's Prudential Securities Experience 1996 - 1999
Job Owner/Principal at Waters & Pettit Commercial Real Estate
Industry Commercial Real Estate
Experience
Waters & Pettit Commercial Real Estate 2008 - Present
Latter & Blum 2001 - 2008
Prudential Securities 1996 - 1999
United Companies Financial Corporation 1991 - 1996
Skills
Real Estate Transactions, Commercial Real Estate, Investment Properties, Brokerage, Real Estate, Disposition, Leases, Real Estate Economics, Location Intelligence, Tenant, Due Diligence, Corporate Real Estate, Tenant Representation, Owner Representation, Lease Negotiations, Seller Representation, Buyer Representation, Investors, Contract Negotiation, Real Estate Development
Education
Louisiana State University
Master of Business Administration (MBA)
Southern Methodist University
Bachelor of Arts (BA)
Waters & Pettit Commercial Real Estate 2008 - Present
Latter & Blum 2001 - 2008
Prudential Securities 1996 - 1999
United Companies Financial Corporation 1991 - 1996
Skills
Real Estate Transactions, Commercial Real Estate, Investment Properties, Brokerage, Real Estate, Disposition, Leases, Real Estate Economics, Location Intelligence, Tenant, Due Diligence, Corporate Real Estate, Tenant Representation, Owner Representation, Lease Negotiations, Seller Representation, Buyer Representation, Investors, Contract Negotiation, Real Estate Development
Education
Louisiana State University
Master of Business Administration (MBA)
Southern Methodist University
Bachelor of Arts (BA)
Anthony Mescher Anthony Mescher's Prudential Securities Experience January 1994 - February 2003
Job First Vice President at Wayne Hummer Investments, a Wintrust Wealth Management Company
Industry Financial Services
Experience
Wayne Hummer Investments, a Wintrust Wealth Management Company August 2014 - Present
Talmer Financial November 2010 - August 2014
USN July 1983 - July 2013
First Banking Center August 2004 - November 2010
Prudential Securities January 1994 - February 2003
Skills
Finance, Securities, Risk Management, FINRA, Leadership, Financial Analysis, Strategic Planning, Team Building, Operational Planning, Budgets, Policy, Banking, Portfolio Management, Process Improvement
Education
UW-Milwaukee 1989 — 1990
Finance
Iowa State University 1979 — 1983
BS, Economics
Wayne Hummer Investments, a Wintrust Wealth Management Company August 2014 - Present
Talmer Financial November 2010 - August 2014
USN July 1983 - July 2013
First Banking Center August 2004 - November 2010
Prudential Securities January 1994 - February 2003
Skills
Finance, Securities, Risk Management, FINRA, Leadership, Financial Analysis, Strategic Planning, Team Building, Operational Planning, Budgets, Policy, Banking, Portfolio Management, Process Improvement
Education
UW-Milwaukee 1989 — 1990
Finance
Iowa State University 1979 — 1983
BS, Economics
Alan Douglas Alan Douglas's Prudential Securities Experience August 1988 - December 1992
Job President, New Techniques, Virtual CIO, Technology Consultant, Management Consultant
Industry Information Technology and Services
Experience
New Techniques, Inc. January 1993 - Present
Prudential Securities August 1988 - December 1992
Goldman Sachs February 1987 - August 1988
Bergen Evening Record August 1983 - February 1987
Skills
Project Management, VMware, Network Administration, Vendor Management, Team Leadership, HP, IT Service Management, Network Design, Sonicwall, Fortinet, Meraki, Cisco, Enterprise Wireless..., Enterprise Network..., VMWARE Solutions, Enterprise VOIP..., Data Center Design, Disaster Recovery..., Chief Information..., Disaster Recovery, Network Security, Cisco Technologies, Firewalls, Networking, Data Center, IT Strategy, System Administration, SaaS, System Deployment, VPN, Unix, Solution Selling, Wireless, Management, Active Directory, ITIL, Operating Systems, Project Planning, Information Technology, VoIP, Integration, Troubleshooting, IT Management, Security, Microsoft Exchange, Virtualization, Servers, Windows Server, Computer Hardware, Telecommunications
Education
Ithaca College 1976 — 1979
Bachelor of Arts (B.A.), Computer Science, Undergraduate Degree
www.f-n-t.com/ 2008 — 2008
Certification, Fiber Optics Network Design
Kimberton Farms School 1966 — 1975
High School
New Techniques, Inc. January 1993 - Present
Prudential Securities August 1988 - December 1992
Goldman Sachs February 1987 - August 1988
Bergen Evening Record August 1983 - February 1987
Skills
Project Management, VMware, Network Administration, Vendor Management, Team Leadership, HP, IT Service Management, Network Design, Sonicwall, Fortinet, Meraki, Cisco, Enterprise Wireless..., Enterprise Network..., VMWARE Solutions, Enterprise VOIP..., Data Center Design, Disaster Recovery..., Chief Information..., Disaster Recovery, Network Security, Cisco Technologies, Firewalls, Networking, Data Center, IT Strategy, System Administration, SaaS, System Deployment, VPN, Unix, Solution Selling, Wireless, Management, Active Directory, ITIL, Operating Systems, Project Planning, Information Technology, VoIP, Integration, Troubleshooting, IT Management, Security, Microsoft Exchange, Virtualization, Servers, Windows Server, Computer Hardware, Telecommunications
Education
Ithaca College 1976 — 1979
Bachelor of Arts (B.A.), Computer Science, Undergraduate Degree
www.f-n-t.com/ 2008 — 2008
Certification, Fiber Optics Network Design
Kimberton Farms School 1966 — 1975
High School
John G Sassone, CFP® John G Sassone, CFP®'s Prudential Securities Experience May 1986 - April 1996
Job Vice President/ Investments Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Janney Montgomery Scott 2008 - Present
Alley Pond Striders 2014 - 2015
A.G. Edwards May 1996 - April 2008
Prudential Securities May 1986 - April 1996
Lebenthal & Co. September 1980 - May 1986
Skills
Estate Planning, Long-term Care, Strategic Financial..., Retirement Planning, Securities, Retirement, Investments, Insurance, Portfolio Management, Finance, Financial Analysis, Asset Allocation, Mutual Funds, Series 63, Financial Services, Investment Advisory, Series 7, Financial Planning, Investment Strategies, Financial Advisory, Wealth Management
Education
NYU
Master of Arts
Iona College
BA, English
Bishop Reilly High School
Frank LaRosa Frank LaRosa's Prudential Securities Experience June 1996 - January 1999
Job Founder/CEO ELITE | Consulting Partners
Industry Financial Services
Experience
ELITE Consulting Partners July 2011 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - December 2010
Smith Barney March 2007 - October 2009
Smith Barney, Alexandria VA May 2004 - March 2007
Smith Barney red bank nj 1999 - 2004
Smith Barney, Red Bank January 1999 - March 2000
Prudential Securities June 1996 - January 1999
Skills
Asset Managment, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Series 63, Alternative Investments, Asset Management, Business Development, Finance, Financial Analysis, Insurance, Leadership, CRM, Wealth, Portfolio Management, Securities, Financial Planning, FINRA
Education
Kean University
BS, Marketing
ELITE Consulting Partners July 2011 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - December 2010
Smith Barney March 2007 - October 2009
Smith Barney, Alexandria VA May 2004 - March 2007
Smith Barney red bank nj 1999 - 2004
Smith Barney, Red Bank January 1999 - March 2000
Prudential Securities June 1996 - January 1999
Skills
Asset Managment, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Series 63, Alternative Investments, Asset Management, Business Development, Finance, Financial Analysis, Insurance, Leadership, CRM, Wealth, Portfolio Management, Securities, Financial Planning, FINRA
Education
Kean University
BS, Marketing
Chris Dewlen's Prudential Securities Experience 1994 - 1997
Job Regional Director at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. January 2014 - Present
Advisors Asset Management, Inc. September 2003 - December 2013
Pan American Financial Advisors 2000 - 2003
Shobe Financial Group 1997 - 2000
Legg Mason 1997 - 1998
Prudential Securities 1994 - 1997
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Bonds, Series 7, Financial Advisory, Portfolio Management, Separately Managed..., Wealth Management, Investment Advisory, Alternative Investments, Series 63, Structured Products, Trading, Asset Allocation, Asset Managment, Securities, Unit Investment Trusts, Customer Service, Marketing, Sales, Banking, Municipal Bonds, Outlook, New Business Development, Credit Risk, Wealth Management..., Microsoft Office, Tactical Asset..., Microsoft Word, Closed-end Funds, Technical Analysis, PowerPoint, Research, Process Improvement, Project Management, Cash Management, Inside Sales, Inside Sales Management, CISP®
Education
Louisiana State University 1992 — 1997
BS, Finance
Advisors Asset Management, Inc. January 2014 - Present
Advisors Asset Management, Inc. September 2003 - December 2013
Pan American Financial Advisors 2000 - 2003
Shobe Financial Group 1997 - 2000
Legg Mason 1997 - 1998
Prudential Securities 1994 - 1997
Skills
Investments, Mutual Funds, Asset Management, Fixed Income, Bonds, Series 7, Financial Advisory, Portfolio Management, Separately Managed..., Wealth Management, Investment Advisory, Alternative Investments, Series 63, Structured Products, Trading, Asset Allocation, Asset Managment, Securities, Unit Investment Trusts, Customer Service, Marketing, Sales, Banking, Municipal Bonds, Outlook, New Business Development, Credit Risk, Wealth Management..., Microsoft Office, Tactical Asset..., Microsoft Word, Closed-end Funds, Technical Analysis, PowerPoint, Research, Process Improvement, Project Management, Cash Management, Inside Sales, Inside Sales Management, CISP®
Education
Louisiana State University 1992 — 1997
BS, Finance
Jennifer M. Forrest's Prudential Securities Experience September 1990 - January 2000
Job Sr. Registered Client Service Associate, Spartans Girls 16u Travel Hockey Manager
Industry Financial Services
Experience
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Regal Investment Advisors February 2010 - April 2012
Triple Js Sports, LLC April 2006 - April 2012
Raymond James June 2000 - March 2010
Prudential Securities September 1990 - January 2000
Skills
Event Planning, Team Management, Team Leadership, Team Building, Organizational..., Customer Service, Series 7, Series 63, Project Management, Operations Management, Event Management, Risk Management, Retail Sales, Retail Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, SharePoint, CRM, Critical Thinking, Marketing Communications, Problem Solving, Heat Transfer, Office Administration, Front Office, Accounts Receivable, Small Business, Coordinating Events, Live Meeting, Administrative..., Asset Managment, Employee Benefits, Entrepreneurship, Hospitality, Social Networking, PowerPoint, Trading, Financial Analysis, Strategic Financial..., Travel Planning, Virtual Assistance, Sales, Retirement Planning, 401k, Investment Advisory, Series 65, 401k Rollovers, Social Media Marketing
Education
Lake Superior State University
Christopher Ferrara Christopher Ferrara's Prudential Securities Experience September 2002 - August 2003
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Nomura Securities May 2015 - Present
Morgan Stanley January 2014 - May 2015
Morgan Stanley October 2010 - January 2014
BTIG March 2010 - September 2010
CJF Trading LLC November 2009 - March 2010
SG Securities December 2008 - November 2009
JPMorgan Chase June 2008 - August 2008
Bear Stearns April 2007 - May 2008
Banc of America Securities August 2003 - April 2007
Prudential Securities September 2002 - August 2003
Skills
Equity Derivatives, Compliance, Derivatives, Options, Futures, Commodities, Surveillance, Commodity, Equities, Accounting, Hedge Funds, Securities, Bloomberg, Financial Services, Fixed Income, Investment Banking, Prime Brokerage, Series 7, Trading
Education
Lindenhurst High School 1991 — 1995
High School Diploma
Long Island University, C.W. Post Campus
Nassau Community College
University at Buffalo
Robert B. Rowe Jr. CIMA GFS Robert B. Rowe Jr. CIMA GFS's Prudential Securities Experience January 1982 - June 1990
Job Managing Partner & CCO Enhanced Investment Partners LLC. Managing Member & CCO Rowe Consulting Group LLC.
Industry Investment Management
Experience
Enhanced Investment Partners LLC June 1990 - Present
Rowe Consulting Group LLC January 2011 - Present
Rowe Decision Analytics LLC. January 1988 - March 2011
Raymond James & Associates May 2005 - January 2011
Morgan Stanley June 1990 - May 2005
Prudential Securities January 1982 - June 1990
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Investment Management, Equities, Portfolio Management, Retirement Planning, High Net Worth..., Pensions, ETFs, Financial Services, Asset Management, Defined Benefit, Emerging Markets, Hedge Funds, Fixed Income, Strategic Financial..., Institutional, Series 63, Asset Allocation, Financial Advisory, Securities, 401k, Retirement, Separately Managed..., Fund Of Funds, Wealth Management..., Bonds, Series 24, Institutional..., Risk Management, Series 65, FINRA, Trading, Financial Markets, Funding, Uniform Combined State..., Private Equity, Investment Advisory..., Wealth, Financial Risk, Capital Markets, Estate Planning, Equity Research, Private Placements, Options
Education
Illinois State University 1970 — 1972
B.S.
Lincoln College 1970 — 1972
Enhanced Investment Partners LLC June 1990 - Present
Rowe Consulting Group LLC January 2011 - Present
Rowe Decision Analytics LLC. January 1988 - March 2011
Raymond James & Associates May 2005 - January 2011
Morgan Stanley June 1990 - May 2005
Prudential Securities January 1982 - June 1990
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Investment Management, Equities, Portfolio Management, Retirement Planning, High Net Worth..., Pensions, ETFs, Financial Services, Asset Management, Defined Benefit, Emerging Markets, Hedge Funds, Fixed Income, Strategic Financial..., Institutional, Series 63, Asset Allocation, Financial Advisory, Securities, 401k, Retirement, Separately Managed..., Fund Of Funds, Wealth Management..., Bonds, Series 24, Institutional..., Risk Management, Series 65, FINRA, Trading, Financial Markets, Funding, Uniform Combined State..., Private Equity, Investment Advisory..., Wealth, Financial Risk, Capital Markets, Estate Planning, Equity Research, Private Placements, Options
Education
Illinois State University 1970 — 1972
B.S.
Lincoln College 1970 — 1972
Joseph Bottino Joseph Bottino's Prudential Securities Experience September 1990 - November 1996
Job Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2001 - Present
UBS January 1996 - November 2001
Prudential Securities September 1990 - November 1996
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Series 31, Life Insurance, Retirement Planning, Asset Allocation
Education
La Salle University 1988 — 1992
Bachelor of Business Administration (BBA)
Wells Fargo Advisors November 2001 - Present
UBS January 1996 - November 2001
Prudential Securities September 1990 - November 1996
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Series 31, Life Insurance, Retirement Planning, Asset Allocation
Education
La Salle University 1988 — 1992
Bachelor of Business Administration (BBA)
Gisele Duprez Gisele Duprez's Prudential Securities Experience 1997 - 2000
Job Director, Customer Account Management at NICE Actimize
Industry Information Technology and Services
Experience
NICE Actimize April 2015 - Present
Framehawk (acquired by Citrix) November 2011 - 2013
Gisele Duprez Consulting 2006 - 2011
Salesforce.com 2008 - 2009
Chordiant Software (Acquired by PegaSystems) 2007 - 2008
Citigroup January 2005 - September 2005
AlphaNet Solutions (Acquired by CIBER) 2002 - 2003
RED CROSS September 2001 - January 2002
M2Networx April 2000 - January 2002
Prudential Securities 1997 - 2000
Skills
Mobile Applications, Mobile Technology, Customer Retention, Customer Success, Account Management, CRM, Mobile Devices, Enterprise Software, saas, paas, Financial Services, SaaS, PaaS, Start-ups, Professional Services, Cloud Computing, Sales Operations, Business Relationship..., Strategy, Solution Selling, Leadership, Cross-functional Team..., Salesforce.com, Business Development, Executive Management, Competitive Analysis, Recruiting, Vendor Management, IT Management, Management, Sales, Project Management, Strategic Partnerships, Team Building, Consulting, IT Strategy, Managed Services, Sales Process, Strategic Planning
Education
Long Island University
B.A., Criminal Justice
NICE Actimize April 2015 - Present
Framehawk (acquired by Citrix) November 2011 - 2013
Gisele Duprez Consulting 2006 - 2011
Salesforce.com 2008 - 2009
Chordiant Software (Acquired by PegaSystems) 2007 - 2008
Citigroup January 2005 - September 2005
AlphaNet Solutions (Acquired by CIBER) 2002 - 2003
RED CROSS September 2001 - January 2002
M2Networx April 2000 - January 2002
Prudential Securities 1997 - 2000
Skills
Mobile Applications, Mobile Technology, Customer Retention, Customer Success, Account Management, CRM, Mobile Devices, Enterprise Software, saas, paas, Financial Services, SaaS, PaaS, Start-ups, Professional Services, Cloud Computing, Sales Operations, Business Relationship..., Strategy, Solution Selling, Leadership, Cross-functional Team..., Salesforce.com, Business Development, Executive Management, Competitive Analysis, Recruiting, Vendor Management, IT Management, Management, Sales, Project Management, Strategic Partnerships, Team Building, Consulting, IT Strategy, Managed Services, Sales Process, Strategic Planning
Education
Long Island University
B.A., Criminal Justice
Vin Campagnoli Vin Campagnoli's Prudential Securities Experience 1987 - 2004
Job Chief Information Officer at Raymond James
Industry Information Technology and Services
Experience
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Raymond James Financial Inc. October 2011 - Present
UBS April 2009 - September 2011
Morgan Stanley July 2005 - April 2009
Prudential Securities 1987 - 2004
Education
Pace University 1990 — 1995
MBA, Finance
Iona College 1981 — 1985
BA, Computer Science
Frances Pineda Frances Pineda's Prudential Securities Experience September 1984 - June 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
HSBC Securities April 2005 - October 2008
HSBC 2005 - 2008
Prudential Securities September 1984 - June 2004
Skills
Fixed Income, Securities, Trading
Education
LaGuardia Community College 2009 — 2010
Healthcare
HSBC Securities April 2005 - October 2008
HSBC 2005 - 2008
Prudential Securities September 1984 - June 2004
Skills
Fixed Income, Securities, Trading
Education
LaGuardia Community College 2009 — 2010
Healthcare
Gregory Lyon Gregory Lyon's Prudential Securities Experience August 1994 - October 1997
Job Senior Analyst and Portfolio, Supplier, Process & Project Management Professional
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb August 2012 - Present
Bristol-Myers Squibb November 2011 - July 2012
Covance May 2011 - November 2011
Bristol-Myers Squibb June 2008 - November 2010
Bristol-Myers Squibb April 2007 - June 2008
Bristol-Myers Squibb October 2005 - April 2007
Bristol-Myers Squibb April 2003 - October 2005
Bristol-Myers Squibb October 1997 - March 2003
Prudential Securities August 1994 - October 1997
Prudential Securities September 1986 - August 1994
Skills
Cross-functional Team..., ITIL, Six Sigma, Project Management, Change Management, Business Process, Training, Strategy, SharePoint, Analysis, Outsourcing, Management, Quality Assurance, Process Improvement, Vendor Management
Education
Stevens Institute of Technology 2000 — 2002
M.S., Information Systems Management
Isenberg School of Management, UMass Amherst 1978 — 1983
B.B.A., Finance
Bristol-Myers Squibb August 2012 - Present
Bristol-Myers Squibb November 2011 - July 2012
Covance May 2011 - November 2011
Bristol-Myers Squibb June 2008 - November 2010
Bristol-Myers Squibb April 2007 - June 2008
Bristol-Myers Squibb October 2005 - April 2007
Bristol-Myers Squibb April 2003 - October 2005
Bristol-Myers Squibb October 1997 - March 2003
Prudential Securities August 1994 - October 1997
Prudential Securities September 1986 - August 1994
Skills
Cross-functional Team..., ITIL, Six Sigma, Project Management, Change Management, Business Process, Training, Strategy, SharePoint, Analysis, Outsourcing, Management, Quality Assurance, Process Improvement, Vendor Management
Education
Stevens Institute of Technology 2000 — 2002
M.S., Information Systems Management
Isenberg School of Management, UMass Amherst 1978 — 1983
B.B.A., Finance
Randi Johnson Randi Johnson's Prudential Securities Experience August 1988 - July 1998
Job Financial Services Professional
Industry Financial Services
Experience
Financial Associates, LLP June 2011 - Present
Solution Consultants 2010 - 2010
Wachovia Securities, LLC November 2005 - April 2009
Wells Fargo Advisors, LLC 2005 - 2009
Wachovia Securities, LLC November 2004 - November 2005
Wachovia Securities, LLC April 2004 - November 2004
Wachovia Securities, LLC July 1998 - April 2004
Prudential Securities August 1988 - July 1998
Skills
Series 7, Business Development, Corporate Communications, Financial Services, Management, Marketing Communications, Project Management, Securities, Series 24, Series 63, Strategy
Education
James Madison University 1984 — 1988
BS/BA, Political Science, English
Financial Associates, LLP June 2011 - Present
Solution Consultants 2010 - 2010
Wachovia Securities, LLC November 2005 - April 2009
Wells Fargo Advisors, LLC 2005 - 2009
Wachovia Securities, LLC November 2004 - November 2005
Wachovia Securities, LLC April 2004 - November 2004
Wachovia Securities, LLC July 1998 - April 2004
Prudential Securities August 1988 - July 1998
Skills
Series 7, Business Development, Corporate Communications, Financial Services, Management, Marketing Communications, Project Management, Securities, Series 24, Series 63, Strategy
Education
James Madison University 1984 — 1988
BS/BA, Political Science, English
David Guild David Guild's Prudential Securities Experience 1991 - 1999
Job Director, Shared Services and Outsourcing Advisory at KPMG
Industry Management Consulting
Experience
KPMG February 2011 - Present
EquaTerra February 2007 - February 2011
Guild Enterprises, Inc. 2004 - 2006
Prudential Financial 1999 - 2004
Prudential Securities 1991 - 1999
IBM 1986 - 1991
Skills
Offshoring, Outsourcing, Infrastructure, System Architecture, IT Strategy, Service Management, Data Transformation, Finance, Information Technology, Data Center, Architecture, Shared Services, BPO, Outsourcing Management, Business Transformation, Governance, IT Outsourcing, Business Process..., Vendor Management, Service Delivery, IT Management, IT Service Management, Project Management, ITIL, Business Process..., Business Analysis, Business Case, IT Operations, RFP, Strategy, IT Transformation, Due Diligence, Contract Negotiation, Financial Analysis, Cloud Computing, Project Portfolio..., Leadership, Management, Consulting, Program Management, PMO, Acquisition Integration, Management Consulting, Business Process, Strategic Sourcing, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Economics
Lehigh University 1982 — 1986
BS, Industrial Engineering
KPMG February 2011 - Present
EquaTerra February 2007 - February 2011
Guild Enterprises, Inc. 2004 - 2006
Prudential Financial 1999 - 2004
Prudential Securities 1991 - 1999
IBM 1986 - 1991
Skills
Offshoring, Outsourcing, Infrastructure, System Architecture, IT Strategy, Service Management, Data Transformation, Finance, Information Technology, Data Center, Architecture, Shared Services, BPO, Outsourcing Management, Business Transformation, Governance, IT Outsourcing, Business Process..., Vendor Management, Service Delivery, IT Management, IT Service Management, Project Management, ITIL, Business Process..., Business Analysis, Business Case, IT Operations, RFP, Strategy, IT Transformation, Due Diligence, Contract Negotiation, Financial Analysis, Cloud Computing, Project Portfolio..., Leadership, Management, Consulting, Program Management, PMO, Acquisition Integration, Management Consulting, Business Process, Strategic Sourcing, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1996
MBA, Economics
Lehigh University 1982 — 1986
BS, Industrial Engineering
Robert Rossetti CFA Robert Rossetti CFA's Prudential Securities Experience 1988 - 1994
Job Financial Representative at Bridgehampton National Bank
Industry Investment Management
Experience
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Bridgehampton National Bank September 2014 - Present
New York Institute of Finance January 1993 - Present
Suffolk County National Bank August 2013 - August 2014
Harbor Financial Partners May 2012 - August 2013
MetLife December 2011 - May 2012
Altaira Wealth Management September 2009 - May 2011
Morgan Stanley Investment Management May 1995 - November 2008
Morgan Stanley 1995 - 2008
Prudential Securities 1988 - 1994
Skills
Equities, Portfolio Management, Asset Managment, Investments, Asset Allocation, Equity Research, Series 7, Mutual Funds, Valuation, Securities, Investment Strategies, Series 63, Derivatives, Trading, Alternative Investments, Options, Bloomberg, Equity Valuation, Investment Advisory, Investment Management, Wealth Management, ETFs, Investment Banking, Financial Markets
Education
LIU Post
MBA, Finance
Sherrad Adams's Prudential Securities Experience August 1998 - May 2001
Job Phlebotomist
Industry Staffing and Recruiting
Donna Meredith Donna Meredith's Prudential Securities Experience January 1996 - June 1999
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Meredith Executive Search April 2014 - Present
The Myers Group August 1999 - April 2014
Prudential Securities January 1996 - June 1999
Skills
Employee Training, Job Coaching, Access, Interviews, Executive Management, Recruiting
Education
Illinois State University
Bachelors, Business Management - Marketing
Meredith Executive Search April 2014 - Present
The Myers Group August 1999 - April 2014
Prudential Securities January 1996 - June 1999
Skills
Employee Training, Job Coaching, Access, Interviews, Executive Management, Recruiting
Education
Illinois State University
Bachelors, Business Management - Marketing
Dennis Kaiser's Prudential Securities Experience 1997 - 2000
Job Vice President, Regional Sales Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Sanji Dunuwille Sanji Dunuwille's Prudential Securities Experience December 1999 - March 2000
Job Director Performance Reporting at Prudential Investments. Dynamic Visionary Leader and a Motivator
Industry Financial Services
Experience
Prudential Investments WMS December 2004 - Present
Prudential Investments 1993 - Present
Prudential Financial- WMS April 2000 - November 2004
Prudential Securities December 1999 - March 2000
Prudential Securities 1995 - 1997
Skills
Great People Skills, Team Building, Yoga, Performance Management, Performance Analysis, Social Media Marketing, Interviewing skills, Cultural Diversity, Department Management, Data Conversion, Process Development, Public Relations, Management, Securities, Mutual Funds, Strategy Implementation, Strategic Transformation, Leading..., Values Alignment, Streamlining Complex..., Relationship-builder..., Financial Services, Process Simulation, Vendor Management, Leadership, Project Management, Wealth Management, Series 7, Series 63, Fixed Income, Project Planning, Hedge Funds, Strategy, Portfolio Management, Finance, Training, Interviewing Skills, Asset Management
Education
MEP program-Harvard Business School 2008 — 2011
Leadership, Management Essentials Program
Lock Haven University of Pennsylvania 1987 — 1993
Management Science
St Anthonys
Prudential Investments WMS December 2004 - Present
Prudential Investments 1993 - Present
Prudential Financial- WMS April 2000 - November 2004
Prudential Securities December 1999 - March 2000
Prudential Securities 1995 - 1997
Skills
Great People Skills, Team Building, Yoga, Performance Management, Performance Analysis, Social Media Marketing, Interviewing skills, Cultural Diversity, Department Management, Data Conversion, Process Development, Public Relations, Management, Securities, Mutual Funds, Strategy Implementation, Strategic Transformation, Leading..., Values Alignment, Streamlining Complex..., Relationship-builder..., Financial Services, Process Simulation, Vendor Management, Leadership, Project Management, Wealth Management, Series 7, Series 63, Fixed Income, Project Planning, Hedge Funds, Strategy, Portfolio Management, Finance, Training, Interviewing Skills, Asset Management
Education
MEP program-Harvard Business School 2008 — 2011
Leadership, Management Essentials Program
Lock Haven University of Pennsylvania 1987 — 1993
Management Science
St Anthonys
Anthony Ricciardi Anthony Ricciardi's Prudential Securities Experience March 1991 - September 1995
Job Personal Banking Representative at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. March 2014 - Present
Credit Suisse January 2008 - December 2012
Credit Suisse December 2000 - December 2007
Fidelity Investments March 1999 - December 2000
Fidelity Investments January 1997 - March 1999
Fidelity Investments September 1995 - January 1997
Prudential Securities March 1991 - September 1995
Skills
Microsoft Excel, Microsoft Word, Outlook, Cash Management, Account Reconciliation, Problem Solving, Treasury Management
Education
Kingsborough Community College 1990 — 1991
St. Francis College 1989 — 1990
Xaverian High School 1985 — 1989
Santander Bank, N.A. March 2014 - Present
Credit Suisse January 2008 - December 2012
Credit Suisse December 2000 - December 2007
Fidelity Investments March 1999 - December 2000
Fidelity Investments January 1997 - March 1999
Fidelity Investments September 1995 - January 1997
Prudential Securities March 1991 - September 1995
Skills
Microsoft Excel, Microsoft Word, Outlook, Cash Management, Account Reconciliation, Problem Solving, Treasury Management
Education
Kingsborough Community College 1990 — 1991
St. Francis College 1989 — 1990
Xaverian High School 1985 — 1989
Heather Harty Heather Harty's Prudential Securities Experience May 1997 - February 2000
Job Freelance Photographer
Industry Photography
Experience
Heather Harty Photography January 2009 - Present
Bella Baby Photography April 2011 - October 2011
Sound Investment Group January 2006 - December 2008
Prudential/Wachovia August 2003 - January 2006
UBS February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Portrait Photography, Portraits, Wedding Photography, Photography, Weddings, Commercial Photography, Fashion Photography
Education
Illinois State University
Biology, Chemistry, Finance
Heather Harty Photography January 2009 - Present
Bella Baby Photography April 2011 - October 2011
Sound Investment Group January 2006 - December 2008
Prudential/Wachovia August 2003 - January 2006
UBS February 2000 - August 2003
Prudential Securities May 1997 - February 2000
Skills
Portrait Photography, Portraits, Wedding Photography, Photography, Weddings, Commercial Photography, Fashion Photography
Education
Illinois State University
Biology, Chemistry, Finance
Tom Boesen Tom Boesen's Prudential Securities Experience August 1992 - March 2003
Job Chief Operating Officer at American Alternative Investments
Industry Investment Management
Experience
American Alternative Investments October 2015 - Present
Boesen Capital Advisors, LLC August 2014 - October 2015
Capital Group September 2014 - April 2015
UBS Wealth Management March 2003 - August 2013
Prudential Securities August 1992 - March 2003
Source Finance 1988 - 1992
Westinghouse Electric Company 1985 - 1988
Arthur Andersen & Co 1982 - 1985
United States Air Force August 1976 - May 1982
Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65
Education
Illinois State University 1980 — 1982
BS, Accounting
American Alternative Investments October 2015 - Present
Boesen Capital Advisors, LLC August 2014 - October 2015
Capital Group September 2014 - April 2015
UBS Wealth Management March 2003 - August 2013
Prudential Securities August 1992 - March 2003
Source Finance 1988 - 1992
Westinghouse Electric Company 1985 - 1988
Arthur Andersen & Co 1982 - 1985
United States Air Force August 1976 - May 1982
Skills
Wealth Management, Leadership, Recruiting, Business Development, Coaching, Complex Management, Branch Management, The Art of Wow, Private Wealth, Sales Management, Asset Allocation, Asset Management, Family Office, Estate Planning, Financial Advisory, Investment Advisory, Portfolio Management, Personal Financial..., Life Settlements, Private Equity, Hedge Funds, Investments, Investment Management, Risk Management, Fixed Income, FINRA, Series 3, Series 7, Series 8, Series 63, Series 65
Education
Illinois State University 1980 — 1982
BS, Accounting
Sheldon Boyarsky, CRPC (R), CFP (R) Sheldon Boyarsky, CRPC (R), CFP (R)'s Prudential Securities Experience February 1994 - September 2002
Job Vice President, Wealth Management Advisor, Senior Portfolio Advisor at Merrill Lych
Industry Financial Services
Experience
Merrill Lynch September 2002 - Present
Prudential Securities February 1994 - September 2002
University of Medicine and Dentistry State of New Jersey January 1991 - January 1995
State of New Jersey June 1973 - January 1991
LM Rosenthal and Company June 1971 - June 1973
Oppenheim Appel Dixon and Co. CPA's June 1969 - June 1971
US Army June 1967 - June 1969
Skills
CERTIFIED FINANCIAL..., CHARTERED RETIREMENT..., Institutional Clients, Retirement Planning, Estate Planning, Wealth Management, Retail, Financial Planning, Retirement, Annuities, Insurance Planning, Long Term Care, IRA's, Wealth, Financial Advice, Investment Advisory, Wealth Accumulation, 401k, Investments, Investment Strategies, Pensions, Inheritance Tax Planning, Asset Allocation, Income Protection, Mutual Funds, Savings, Hedge Funds, Funding, Real Estate, Trading, Cash Management, Asset Management, Portfolio Management, Insurance, Series 7, Financial Analysis, Term Life Insurance, Trusts, Retirement Income..., Securities, Venture Capital, Alternative Investments, High Net Worth..., Financial Advisory, Private Wealth..., Succession Planning, Bonds, Mortgage, Procurement, Strategic Financial...
Education
LIU Brooklyn 1963 — 1967
BS, ACCOUNTING
Merrill Lynch September 2002 - Present
Prudential Securities February 1994 - September 2002
University of Medicine and Dentistry State of New Jersey January 1991 - January 1995
State of New Jersey June 1973 - January 1991
LM Rosenthal and Company June 1971 - June 1973
Oppenheim Appel Dixon and Co. CPA's June 1969 - June 1971
US Army June 1967 - June 1969
Skills
CERTIFIED FINANCIAL..., CHARTERED RETIREMENT..., Institutional Clients, Retirement Planning, Estate Planning, Wealth Management, Retail, Financial Planning, Retirement, Annuities, Insurance Planning, Long Term Care, IRA's, Wealth, Financial Advice, Investment Advisory, Wealth Accumulation, 401k, Investments, Investment Strategies, Pensions, Inheritance Tax Planning, Asset Allocation, Income Protection, Mutual Funds, Savings, Hedge Funds, Funding, Real Estate, Trading, Cash Management, Asset Management, Portfolio Management, Insurance, Series 7, Financial Analysis, Term Life Insurance, Trusts, Retirement Income..., Securities, Venture Capital, Alternative Investments, High Net Worth..., Financial Advisory, Private Wealth..., Succession Planning, Bonds, Mortgage, Procurement, Strategic Financial...
Education
LIU Brooklyn 1963 — 1967
BS, ACCOUNTING
Dave Dishong's Prudential Securities Experience January 2001 - January 2003
Job Principal, RFC
Industry Investment Management
Experience
Amicus Financial January 2003 - Present
Prudential Securities January 2001 - January 2003
Sonitrol/SMC 1993 - 1999
Education
Indiana University Bloomington 1987 — 1991
BS, Accounting Management
Amicus Financial January 2003 - Present
Prudential Securities January 2001 - January 2003
Sonitrol/SMC 1993 - 1999
Education
Indiana University Bloomington 1987 — 1991
BS, Accounting Management
Diane Antonio Diane Antonio's Prudential Securities Experience January 1993 - January 1994
Job Reseller Account Manager at GPS Insight, LLC
Industry Information Services
Experience
GPS Insight, LLC July 2012 - Present
Gallagher & Kennedy July 2011 - July 2012
SP Magazine June 2009 - June 2011
Visiting Nurse Service of New York February 2006 - May 2009
Wyeth Pharmaceuticals March 2000 - December 2005
CONSULTANT: BMS, Hoffman La Roche, Schering-Plough January 1998 - January 1999
Arbee Associates January 1997 - January 1998
ORIGIN TECHNOLOGY IN BUSINESS January 1994 - January 1997
Prudential Securities January 1993 - January 1994
UPS January 1990 - January 1993
Skills
Training Delivery, Curriculum Development, Windows 7, Newsletters, Event Planning, Web Content, Microsoft Office, Proofreading, Documentation, Customer Service, Customer Relations, Editing, Office 2010, Document Management, Technical Support, Solution Implementation, Quick Reference Guides, Usability Testing, Testing, End User Training, End-user manuals, End-to-end Testing, Training Implementation, Train New Employees, Learning Management..., Captivate, Software Documentation, Training, Needs Analysis, Blended Learning, E-Learning, Instructor-led Training, Program Management, Management, Vendor Management, Call Centers, SharePoint, Business Analysis, Employee Training, Adobe Acrobat, Hands-on Training, Visio, Technical Writing, XP, Project Management, SAP, System Administration, Instructional Design, Outlook, Quality Assurance
Education
Scottsdale Community College 2010 — 2011
AA, Arts
School of Visual Arts 1990 — 1991
Graphic Design
Harrison High School 1986 — 1990
Business
Kean University
Marketing
GPS Insight, LLC July 2012 - Present
Gallagher & Kennedy July 2011 - July 2012
SP Magazine June 2009 - June 2011
Visiting Nurse Service of New York February 2006 - May 2009
Wyeth Pharmaceuticals March 2000 - December 2005
CONSULTANT: BMS, Hoffman La Roche, Schering-Plough January 1998 - January 1999
Arbee Associates January 1997 - January 1998
ORIGIN TECHNOLOGY IN BUSINESS January 1994 - January 1997
Prudential Securities January 1993 - January 1994
UPS January 1990 - January 1993
Skills
Training Delivery, Curriculum Development, Windows 7, Newsletters, Event Planning, Web Content, Microsoft Office, Proofreading, Documentation, Customer Service, Customer Relations, Editing, Office 2010, Document Management, Technical Support, Solution Implementation, Quick Reference Guides, Usability Testing, Testing, End User Training, End-user manuals, End-to-end Testing, Training Implementation, Train New Employees, Learning Management..., Captivate, Software Documentation, Training, Needs Analysis, Blended Learning, E-Learning, Instructor-led Training, Program Management, Management, Vendor Management, Call Centers, SharePoint, Business Analysis, Employee Training, Adobe Acrobat, Hands-on Training, Visio, Technical Writing, XP, Project Management, SAP, System Administration, Instructional Design, Outlook, Quality Assurance
Education
Scottsdale Community College 2010 — 2011
AA, Arts
School of Visual Arts 1990 — 1991
Graphic Design
Harrison High School 1986 — 1990
Business
Kean University
Marketing
Ron Kulenkamp Ron Kulenkamp's Prudential Securities Experience January 2001 - July 2001
Job Owner/President RGK Enterprises, Inc.
Industry Health, Wellness and Fitness
Experience
RGK Enterprises, Inc. 2006 - Present
ActionCOACH December 2001 - December 2006
Prudential Securities January 2001 - July 2001
Prudential Financial May 1989 - January 2001
Prudential Financial January 1978 - May 1989
Central Illinois Light Company June 1975 - January 1978
Skills
Small Business, Coaching, Public Speaking, Business Planning, New Business Development, Business Coaching, Team Building, Sales, Leadership, Business Development, Entrepreneurship, Selling, Management, Leadership Development, Start-ups, Executive Management, Management Consulting, Strategy, Business Strategy, Training, Organizational..., Consulting
Education
Illinois State University 1971 — 1975
BS, Biology, Chemistry, Marketing, Business
The American College
CLU, ChFC, Certified Life Underwriter and Chartered Financial Consultant
RGK Enterprises, Inc. 2006 - Present
ActionCOACH December 2001 - December 2006
Prudential Securities January 2001 - July 2001
Prudential Financial May 1989 - January 2001
Prudential Financial January 1978 - May 1989
Central Illinois Light Company June 1975 - January 1978
Skills
Small Business, Coaching, Public Speaking, Business Planning, New Business Development, Business Coaching, Team Building, Sales, Leadership, Business Development, Entrepreneurship, Selling, Management, Leadership Development, Start-ups, Executive Management, Management Consulting, Strategy, Business Strategy, Training, Organizational..., Consulting
Education
Illinois State University 1971 — 1975
BS, Biology, Chemistry, Marketing, Business
The American College
CLU, ChFC, Certified Life Underwriter and Chartered Financial Consultant
Ken Loebel Ken Loebel's Prudential Securities Experience April 1996 - April 1999
Job Financial planning, investment advisory services, income planning, and insurance solutions
Industry Investment Management
Experience
Wayne Messmer and Associates LLC January 2014 - Present
Personal Income Solutions 2014 - Present
BankFinancial April 2004 - September 2013
First American Bank 2001 - 2004
Morgan Stanley 1999 - 2001
Prudential Securities April 1996 - April 1999
Shamrock Broadcasting/Chancellor/Clear Channel 1994 - 1996
United Broadcasting 1989 - 1994
GMR and Associates 1981 - 1984
Skills
Management, Leadership, Investments, Banking, Sales, New Business Development, Finance, Financial Analysis, Small Business, Strategic Planning, Risk Management, Start-ups, Training, Marketing, Loans, Portfolio Management, Process Improvement, Credit, Consulting, Strategic Financial..., Employee Benefits, Business Strategy, Entrepreneurship, Executive Management, Team Building, Budgets, Forecasting, Relationship Management, Income Protection, Asset Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Life Insurance, Term Life Insurance, Universal Life, Indexed Annuities, Communication, Music Industry, Non-profit Volunteer, Compliance, Securities Regulation, Licensed Life & Health..., General Securities..., Investment Advisory..., Entrepreneurial..., Defined Contribution, 401k Rollovers, IRAs, Online Communications
Education
University of St. Thomas MBA 1992 — 1995
MBA, New Venture Management
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1986
BBA, Finance and Marketing
Brookfield East High School
Diploma
Landmark Education
Wayne Messmer and Associates LLC January 2014 - Present
Personal Income Solutions 2014 - Present
BankFinancial April 2004 - September 2013
First American Bank 2001 - 2004
Morgan Stanley 1999 - 2001
Prudential Securities April 1996 - April 1999
Shamrock Broadcasting/Chancellor/Clear Channel 1994 - 1996
United Broadcasting 1989 - 1994
GMR and Associates 1981 - 1984
Skills
Management, Leadership, Investments, Banking, Sales, New Business Development, Finance, Financial Analysis, Small Business, Strategic Planning, Risk Management, Start-ups, Training, Marketing, Loans, Portfolio Management, Process Improvement, Credit, Consulting, Strategic Financial..., Employee Benefits, Business Strategy, Entrepreneurship, Executive Management, Team Building, Budgets, Forecasting, Relationship Management, Income Protection, Asset Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., Life Insurance, Term Life Insurance, Universal Life, Indexed Annuities, Communication, Music Industry, Non-profit Volunteer, Compliance, Securities Regulation, Licensed Life & Health..., General Securities..., Investment Advisory..., Entrepreneurial..., Defined Contribution, 401k Rollovers, IRAs, Online Communications
Education
University of St. Thomas MBA 1992 — 1995
MBA, New Venture Management
University of Wisconsin-Milwaukee - School of Business Administration 1981 — 1986
BBA, Finance and Marketing
Brookfield East High School
Diploma
Landmark Education
Julie Gelens Julie Gelens's Prudential Securities Experience 1996 - 1999
Job Executive Assistant for Senior Level Management
Industry Executive Office
Experience
Meredith Corporation 2006 - 2015
Sanders Morris Harris 2006 - 2006
Advest Corporate Finance 2002 - 2006
HSBC Securities 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Prudential Securities 1996 - 1999
Barthco International 1991 - 1996
Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications
Education
Katharine Gibbs School 1991 — 1991
Executive Assistant Training Program
Pace University-Pleasantville/Briarcliff Campus 1989 — 1990
Finance, General
Meredith Corporation 2006 - 2015
Sanders Morris Harris 2006 - 2006
Advest Corporate Finance 2002 - 2006
HSBC Securities 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Prudential Securities 1996 - 1999
Barthco International 1991 - 1996
Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications
Education
Katharine Gibbs School 1991 — 1991
Executive Assistant Training Program
Pace University-Pleasantville/Briarcliff Campus 1989 — 1990
Finance, General
Robert Perman Robert Perman's Prudential Securities Experience July 1998 - July 2000
Job Director of Operations at Free Flow Wines
Industry Food & Beverages
Experience
Free Flow Wines July 2010 - Present
Dana Estates Winery September 2009 - January 2010
Silenus Vintners March 2008 - June 2009
J Vineyards & Winery July 2005 - March 2008
Adler Fels Winery February 2005 - July 2005
Christopher Creek Winery August 2004 - December 2004
Bordeaux Wein Direkt March 2003 - July 2004
E. & J. Gallo Winery November 2002 - February 2003
Rain Wine Real Estate Group July 2000 - May 2001
Prudential Securities July 1998 - July 2000
Skills
Wastewater Systems, Wine Kegging, Facilities design and..., Wine Production, Project Management, Quality Control, Quality Assurance, Team Leadership, Organization Skills, Team Building, Kegging Equipment, Kegs, Pin Point Carbonation, Winemaking, Food, Wine Tasting, Wine, Management, Marketing Strategy, Food & Beverage, Wineries, Event Management, Marketing, Customer Service, Strategic Planning, Budgets
Education
Ithaca College 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Southside High School 1994 — 1998
High School
Free Flow Wines July 2010 - Present
Dana Estates Winery September 2009 - January 2010
Silenus Vintners March 2008 - June 2009
J Vineyards & Winery July 2005 - March 2008
Adler Fels Winery February 2005 - July 2005
Christopher Creek Winery August 2004 - December 2004
Bordeaux Wein Direkt March 2003 - July 2004
E. & J. Gallo Winery November 2002 - February 2003
Rain Wine Real Estate Group July 2000 - May 2001
Prudential Securities July 1998 - July 2000
Skills
Wastewater Systems, Wine Kegging, Facilities design and..., Wine Production, Project Management, Quality Control, Quality Assurance, Team Leadership, Organization Skills, Team Building, Kegging Equipment, Kegs, Pin Point Carbonation, Winemaking, Food, Wine Tasting, Wine, Management, Marketing Strategy, Food & Beverage, Wineries, Event Management, Marketing, Customer Service, Strategic Planning, Budgets
Education
Ithaca College 1994 — 1998
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Southside High School 1994 — 1998
High School
Sharon Inman Sharon Inman's Prudential Securities Experience August 1990 - July 1999
Job Owner at Pick N Stitch Custom Embellishments
Industry Textiles
Experience
Pick N Stitch Custom Embellishments January 2000 - Present
Prudential Securities August 1990 - July 1999
Skills
Custom Embroidery,..., We provide embellished..., Heat Press, Car Decals,..., Microsoft Excel, Marketing, Negotiation, Marketing Strategy, Sales, Customer Service, Microsoft Office, Teaching, Budgets
Education
Iowa Western Community College 1986 — 1989
Associate's degree, Arts and Sciences, General Studies
Pick N Stitch Custom Embellishments January 2000 - Present
Prudential Securities August 1990 - July 1999
Skills
Custom Embroidery,..., We provide embellished..., Heat Press, Car Decals,..., Microsoft Excel, Marketing, Negotiation, Marketing Strategy, Sales, Customer Service, Microsoft Office, Teaching, Budgets
Education
Iowa Western Community College 1986 — 1989
Associate's degree, Arts and Sciences, General Studies
Jonathan Russo, CRPC®'s Prudential Securities Experience April 2001 - August 2003
Job Financial Advisor, Senior Wealth Manager at StoneStreet Advisor Group LLC.
Industry Financial Services
Experience
StoneStreet Advisor Group, LLC. August 2013 - Present
JMR Financial Advisors & Retirement Planning May 2008 - August 2013
Wachovia Securities, LLC August 2003 - May 2008
Prudential Securities April 2001 - August 2003
PRUDENTIAL SECURITIES INC.- Park Avenue, NYC 2001 - 2003
Skills
Retirement Planning, Asset Allocation, Income Protection, Investments, Investment Advisory, 529 Plans, Life Insurance, Term Life Insurance, Whole Life, Variable Annuities, Indexed Annuities, ETFs, Fixed Income, Mutual Funds, Seminars, Equities, Disability Insurance
Education
Iona College 1995 — 1999
BS, Economics
Stepinac High School 1992 — 1995
Bachelor of Science (BS), Economics
College for Financial Planning
StoneStreet Advisor Group, LLC. August 2013 - Present
JMR Financial Advisors & Retirement Planning May 2008 - August 2013
Wachovia Securities, LLC August 2003 - May 2008
Prudential Securities April 2001 - August 2003
PRUDENTIAL SECURITIES INC.- Park Avenue, NYC 2001 - 2003
Skills
Retirement Planning, Asset Allocation, Income Protection, Investments, Investment Advisory, 529 Plans, Life Insurance, Term Life Insurance, Whole Life, Variable Annuities, Indexed Annuities, ETFs, Fixed Income, Mutual Funds, Seminars, Equities, Disability Insurance
Education
Iona College 1995 — 1999
BS, Economics
Stepinac High School 1992 — 1995
Bachelor of Science (BS), Economics
College for Financial Planning
C.C. Cowan's Prudential Securities Experience 1992 - 2000
Job CEO at Brillionaire Entertainment Group LLC
Industry Broadcast Media
Experience
The Hip Hop Head Foundation December 2012 - Present
Brillionaire Entertainment Group November 2012 - Present
LionHead Films January 2012 - Present
BRILLIONAIRE ENTERTAINMENT GROUP September 2012 - November 2012
Brililionaire Films January 2012 - November 2012
CCP Publishing & Entertainment January 1999 - September 2012
Profile Media Group 2001 - 2004
Prudential Securities 1992 - 2000
Skills
Film, Entertainment, Television, Video Production, Film Production, Screenwriting, Theatre, Social Networking, Producing, Advertising, Commercials, Directing, Public Speaking, Voice Over, Published Author, New Media, Music, Post Production, Music Industry, Music Production, Blogging, Creative Writing, Sound, Recording, Broadcast, Digital Media, Video, Radio, Multimedia, Pro Tools, Video Editing, Songwriting, Audio Editing, Comedy, Music Videos, Creative Direction, Storytelling, Drama, Cinematography, Magazines, Short Films, Documentaries, Acting, Feature Films, Media Production, Casting, Publicity, Videography, Voice Acting, Independent Film
Education
Liberty University 2009 — 2013
Bachelor's degree, Social Psychology
The Hip Hop Head Foundation December 2012 - Present
Brillionaire Entertainment Group November 2012 - Present
LionHead Films January 2012 - Present
BRILLIONAIRE ENTERTAINMENT GROUP September 2012 - November 2012
Brililionaire Films January 2012 - November 2012
CCP Publishing & Entertainment January 1999 - September 2012
Profile Media Group 2001 - 2004
Prudential Securities 1992 - 2000
Skills
Film, Entertainment, Television, Video Production, Film Production, Screenwriting, Theatre, Social Networking, Producing, Advertising, Commercials, Directing, Public Speaking, Voice Over, Published Author, New Media, Music, Post Production, Music Industry, Music Production, Blogging, Creative Writing, Sound, Recording, Broadcast, Digital Media, Video, Radio, Multimedia, Pro Tools, Video Editing, Songwriting, Audio Editing, Comedy, Music Videos, Creative Direction, Storytelling, Drama, Cinematography, Magazines, Short Films, Documentaries, Acting, Feature Films, Media Production, Casting, Publicity, Videography, Voice Acting, Independent Film
Education
Liberty University 2009 — 2013
Bachelor's degree, Social Psychology
Barry Ziering, Ph.D. Barry Ziering, Ph.D.'s Prudential Securities Experience September 1997 - September 1998
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
BlackRock February 2002 - March 2014
Prudential Financial October 1998 - December 2001
Prudential Securities September 1997 - September 1998
Prudential Financial May 1989 - December 1996
Skills
New Business Development, Marketing Strategy, Capital Raises, Real Estate..., Capital, Strategy, Alternative Investments, Investments, Real Estate Economics, Real Estate, Asset Managment, Risk Management, Asset Management, Investment Management, Private Equity, Venture Capital, Portfolio Management, Funding, Real Estate Private..., Valuation, Capital Raising, Due Diligence, Capital Markets
Education
Illinois Institute of Technology
Ph.D., Behavioral Economics
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Guggenheim Partners May 2014 - Present
BlackRock February 2002 - March 2014
Prudential Financial October 1998 - December 2001
Prudential Securities September 1997 - September 1998
Prudential Financial May 1989 - December 1996
Skills
New Business Development, Marketing Strategy, Capital Raises, Real Estate..., Capital, Strategy, Alternative Investments, Investments, Real Estate Economics, Real Estate, Asset Managment, Risk Management, Asset Management, Investment Management, Private Equity, Venture Capital, Portfolio Management, Funding, Real Estate Private..., Valuation, Capital Raising, Due Diligence, Capital Markets
Education
Illinois Institute of Technology
Ph.D., Behavioral Economics
Rutgers, The State University of New Jersey-New Brunswick
BA, Psychology
Sharon Artis's Prudential Securities Experience March 1993 - October 2004
Job Manager of Monitoring & Testing, AIG PC Policy Management Office
Industry Insurance
Experience
AIG January 2014 - Present
AIG October 2012 - January 2014
DC Public Schools October 2007 - October 2012
Fannie Mae January 2007 - July 2007
Goldman Sachs October 2004 - December 2006
Prudential Securities March 1993 - October 2004
Skills
Analysis, Auditing, Securities, Risk, Equities
Education
LIU Post 1982 — 1986
BA, Political Science
August Martin HS
High School Regents Diploma
AIG January 2014 - Present
AIG October 2012 - January 2014
DC Public Schools October 2007 - October 2012
Fannie Mae January 2007 - July 2007
Goldman Sachs October 2004 - December 2006
Prudential Securities March 1993 - October 2004
Skills
Analysis, Auditing, Securities, Risk, Equities
Education
LIU Post 1982 — 1986
BA, Political Science
August Martin HS
High School Regents Diploma
Sherry Buller Sherry Buller's Prudential Securities Experience October 2001 - October 2004
Job Manager, Program Operations at MaritzCX
Industry Market Research
Experience
MaritzCX December 2013 - Present
Maritz Research July 2010 - November 2013
Maritz Research 2008 - 2010
Maritz Research July 2006 - 2008
Maritz Research November 2004 - June 2006
Prudential Securities October 2001 - October 2004
Skills
Change Management, End-to-End Project..., Online Research, Data Collection, Quantitative Research, Operations Management, Survey Design, Marketing Research, Sample Management, Microsoft Office, Web-based Reporting, Team Leadership
Education
Lindenwood University 1998 — 2001
Bachelor of Arts (BA), Fine and Studio Arts
MaritzCX December 2013 - Present
Maritz Research July 2010 - November 2013
Maritz Research 2008 - 2010
Maritz Research July 2006 - 2008
Maritz Research November 2004 - June 2006
Prudential Securities October 2001 - October 2004
Skills
Change Management, End-to-End Project..., Online Research, Data Collection, Quantitative Research, Operations Management, Survey Design, Marketing Research, Sample Management, Microsoft Office, Web-based Reporting, Team Leadership
Education
Lindenwood University 1998 — 2001
Bachelor of Arts (BA), Fine and Studio Arts
Antonio Tolentino Antonio Tolentino's Prudential Securities Experience December 2004 - June 2005
Job Materials Manager at AtHome Medical affiliated with Atlantic Health
Industry Hospital & Health Care
Experience
AtHome Medical affiliated with Atlantic Health January 2015 - Present
BNY Mellon January 2013 - September 2013
Calyon Securities April 2007 - January 2009
AIG Global Investment June 2005 - April 2007
Prudential Securities December 2004 - June 2005
Charles Schwab March 2000 - December 2004
Skills
Microsoft Excel, Operations Management, Microsoft Office, Stock Loan, DTC Settlements, International..., Swift, Global One, Operations Settlement, CNS
Education
Kean University 1986 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Benedictine Abbey School 1979 — 1983
High School, high school graduate
AtHome Medical affiliated with Atlantic Health January 2015 - Present
BNY Mellon January 2013 - September 2013
Calyon Securities April 2007 - January 2009
AIG Global Investment June 2005 - April 2007
Prudential Securities December 2004 - June 2005
Charles Schwab March 2000 - December 2004
Skills
Microsoft Excel, Operations Management, Microsoft Office, Stock Loan, DTC Settlements, International..., Swift, Global One, Operations Settlement, CNS
Education
Kean University 1986 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Benedictine Abbey School 1979 — 1983
High School, high school graduate
Gregory Kaiser's Prudential Securities Experience April 1988 - May 2002
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Morgan Stanley June 2002 - December 2011
Prudential Securities April 1988 - May 2002
Drexel Burnham Lambert August 1986 - April 1988
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Retirement Income..., Market Risk, Tax Advantage Income, Investment Planning, Cash Management, Insurance, Investments
Education
Jacksonville University 1976 — 1980
BS, Economics/Management
Wells Fargo Advisors January 2012 - Present
Morgan Stanley June 2002 - December 2011
Prudential Securities April 1988 - May 2002
Drexel Burnham Lambert August 1986 - April 1988
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Retirement Income..., Market Risk, Tax Advantage Income, Investment Planning, Cash Management, Insurance, Investments
Education
Jacksonville University 1976 — 1980
BS, Economics/Management
Jim Farmer, CLU, ChFC Jim Farmer, CLU, ChFC's Prudential Securities Experience September 1979 - 2008
Job Zero Estate Tax Planning
Industry Insurance
Experience
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Financial Strategies Group April 2007 - Present
Prudential Securities September 1979 - 2008
Wachovia Securities January 1990 - April 2007
Skills
Estate Planning, Wealth Management
Education
Illinois State University 1975 — 1979
BA, Business Managment
Chris Berger Chris Berger's Prudential Securities Experience 1998 - 2000
Job Sales Consultant at Valer Enterprises
Industry Financial Services
Experience
Valer Enterprises October 2010 - Present
Bloomberg, L.P. February 2000 - June 2010
Prudential Securities 1998 - 2000
USN Communications 1997 - 1997
CTC Communications 1996 - 1997
Skills
Analysis, Process Improvement, Problem Solving, Customer Service, Team Building, Credit, Word, Account Management, Mentoring, Paradigm Shift Selling, Selling
Education
Long Island University, Southampton Campus 1988 — 1992
BA, History/Education
Valer Enterprises October 2010 - Present
Bloomberg, L.P. February 2000 - June 2010
Prudential Securities 1998 - 2000
USN Communications 1997 - 1997
CTC Communications 1996 - 1997
Skills
Analysis, Process Improvement, Problem Solving, Customer Service, Team Building, Credit, Word, Account Management, Mentoring, Paradigm Shift Selling, Selling
Education
Long Island University, Southampton Campus 1988 — 1992
BA, History/Education
Jay Milgrom Jay Milgrom's Prudential Securities Experience December 1987 - February 1989
Job Managing Member, PARE Group
Industry Real Estate
Experience
Pare Group LLC February 2012 - Present
OpDecision, LLC October 2007 - February 2013
BlueStream Technologies July 2003 - April 2008
New Age Communications, Inc. February 1991 - February 2003
Kidder Peabody February 1989 - September 1990
Prudential Securities December 1987 - February 1989
Skills
Start-ups, Telecommunications, Strategic Partnerships, Business Strategy, Entrepreneurship, VoIP, Business Development, Managed Services, Product Management, Management Consulting, New Business Development, Wireless, Mergers & Acquisitions, Consulting, Go-to-market Strategy, Mobile Technology, Business Planning, Selling, Mergers, Business Acquisition, Cost Reduction..., Growth Strategies, Market Share, Real Estate, Strategic Consulting, Sales Management, Sales Operations, Operations Management
Education
Ithaca College 1981 — 1985
BS, Business Management
Pare Group LLC February 2012 - Present
OpDecision, LLC October 2007 - February 2013
BlueStream Technologies July 2003 - April 2008
New Age Communications, Inc. February 1991 - February 2003
Kidder Peabody February 1989 - September 1990
Prudential Securities December 1987 - February 1989
Skills
Start-ups, Telecommunications, Strategic Partnerships, Business Strategy, Entrepreneurship, VoIP, Business Development, Managed Services, Product Management, Management Consulting, New Business Development, Wireless, Mergers & Acquisitions, Consulting, Go-to-market Strategy, Mobile Technology, Business Planning, Selling, Mergers, Business Acquisition, Cost Reduction..., Growth Strategies, Market Share, Real Estate, Strategic Consulting, Sales Management, Sales Operations, Operations Management
Education
Ithaca College 1981 — 1985
BS, Business Management
Joe Masters Joe Masters's Prudential Securities Experience 1995 - 1997
Job Vice President at Clancy Financial Services
Industry Financial Services
Experience
East Side Escalades Basketball Club November 2014 - Present
Clancy Financial Services February 2013 - Present
Griswold and Co. September 2009 - February 2013
Tradition Asiel Securities 2003 - 2009
ABN AMRO 2000 - 2002
Citi 1997 - 2000
Prudential Securities 1995 - 1997
Boston Stock Exchange 1992 - 1995
Skills
Equities, Equity Trading, Trading Systems, Series 7, Trading, Securities, Capital Markets, Electronic Trading, Series 63, Hedge Funds, Bloomberg, Prime Brokerage, Life Insurance, Health Insurance, Accident Insurance
Education
Ithaca College 1988 — 1992
business
East Side Escalades Basketball Club November 2014 - Present
Clancy Financial Services February 2013 - Present
Griswold and Co. September 2009 - February 2013
Tradition Asiel Securities 2003 - 2009
ABN AMRO 2000 - 2002
Citi 1997 - 2000
Prudential Securities 1995 - 1997
Boston Stock Exchange 1992 - 1995
Skills
Equities, Equity Trading, Trading Systems, Series 7, Trading, Securities, Capital Markets, Electronic Trading, Series 63, Hedge Funds, Bloomberg, Prime Brokerage, Life Insurance, Health Insurance, Accident Insurance
Education
Ithaca College 1988 — 1992
business
Robert Bosco, CFP® Robert Bosco, CFP®'s Prudential Securities Experience 1994 - 1996
Job Senior Vice President Wealth Management at UBS, Financial Advisor
Industry Investment Management
Experience
UBS October 2004 - Present
Morgan Stanley Investment Management October 1996 - October 2004
Prudential Securities 1994 - 1996
Arjo-Century Distributing, Inc. September 1992 - September 1994
Pitney Bowes 1990 - 1992
IBM 1988 - 1990
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
B.S./B.A, Finance
Winchester High School
UBS October 2004 - Present
Morgan Stanley Investment Management October 1996 - October 2004
Prudential Securities 1994 - 1996
Arjo-Century Distributing, Inc. September 1992 - September 1994
Pitney Bowes 1990 - 1992
IBM 1988 - 1990
Education
Isenberg School of Management, UMass Amherst 1984 — 1988
B.S./B.A, Finance
Winchester High School
Anna Carlucci Anna Carlucci's Prudential Securities Experience 1983 - 1995
Job Senior Portfolio Manager/Client Portfolio Manager
Industry Investment Management
Experience
Ripple Effect Artists 2013 - 2013
Family Sabbatical 2010 - 2013
M&T Investment Group/MTBIA 2008 - 2010
Daruma Asset Management 2006 - 2007
Prudential Retirement (formerly CIGNA Retirement) 2001 - 2006
Commonfund Asset Management Company 1998 - 2000
College for Financial Planning 1997 - 1998
Conning Asset Management 1996 - 1996
Prudential Securities 1983 - 1995
Skills
Asset Allocation, Portfolio Construction..., Risk Management, Fund of Funds Management, Institutional Pension..., Marketing, Strategic Partnership..., Consultative Selling, Asset Retention, Investments, Selling, Strategic Partnerships, Portfolio Management, Fixed Income, Asset Managment, Fund Of Funds, Asset Management, Leadership, Mergers & Acquisitions, Series 63, Retirement, Institutional..., Defined Benefit, Trading, Pension Funds, Investment Advisory, Investment Strategies, Series 7, 401k, Defined Contribution, Retirement Planning, Capital Markets, Private Equity, Financial Modeling, Due Diligence, Mutual Funds, Equity Research, Bloomberg, Investment Management, Hedge Funds, Finance, Financial Risk, Equities, Hedging, Financial Advisory, Derivatives, Alternative Investments, Wealth Management, Financial Markets, Insurance
Education
Iona College
M.B.A., Finance
Mercy College
B.S., Accounting, Cum Laude
Ripple Effect Artists 2013 - 2013
Family Sabbatical 2010 - 2013
M&T Investment Group/MTBIA 2008 - 2010
Daruma Asset Management 2006 - 2007
Prudential Retirement (formerly CIGNA Retirement) 2001 - 2006
Commonfund Asset Management Company 1998 - 2000
College for Financial Planning 1997 - 1998
Conning Asset Management 1996 - 1996
Prudential Securities 1983 - 1995
Skills
Asset Allocation, Portfolio Construction..., Risk Management, Fund of Funds Management, Institutional Pension..., Marketing, Strategic Partnership..., Consultative Selling, Asset Retention, Investments, Selling, Strategic Partnerships, Portfolio Management, Fixed Income, Asset Managment, Fund Of Funds, Asset Management, Leadership, Mergers & Acquisitions, Series 63, Retirement, Institutional..., Defined Benefit, Trading, Pension Funds, Investment Advisory, Investment Strategies, Series 7, 401k, Defined Contribution, Retirement Planning, Capital Markets, Private Equity, Financial Modeling, Due Diligence, Mutual Funds, Equity Research, Bloomberg, Investment Management, Hedge Funds, Finance, Financial Risk, Equities, Hedging, Financial Advisory, Derivatives, Alternative Investments, Wealth Management, Financial Markets, Insurance
Education
Iona College
M.B.A., Finance
Mercy College
B.S., Accounting, Cum Laude
Jeffrey Woei Jeffrey Woei's Prudential Securities Experience January 1990 - February 1996
Job First Vice President, Investment Officer C(k)P CRPS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2007 - Present
Citigroup Smith Barney January 1996 - June 2007
Prudential Securities January 1990 - February 1996
Education
University of South Florida 1983 — 1985
Business, FINANCE
Louisiana Tech University 1981 — 1983
Business Finance
Wells Fargo Advisors, LLC June 2007 - Present
Citigroup Smith Barney January 1996 - June 2007
Prudential Securities January 1990 - February 1996
Education
University of South Florida 1983 — 1985
Business, FINANCE
Louisiana Tech University 1981 — 1983
Business Finance
Paul Krumenacker Paul Krumenacker's Prudential Securities Experience May 1999 - May 2003
Job Managing Director, Wealth Advisory Services Inc.
Industry Investment Management
Experience
Wealth Advisory Services May 2003 - Present
Prudential Securities May 1999 - May 2003
Prudential Securities 1994 - 1997
Ciba-Geigy 1991 - 1993
Education
La Salle University 1984 — 1988
La Salle University - School of Business Administration 1984 — 1988
AB WOOD
Wealth Advisory Services May 2003 - Present
Prudential Securities May 1999 - May 2003
Prudential Securities 1994 - 1997
Ciba-Geigy 1991 - 1993
Education
La Salle University 1984 — 1988
La Salle University - School of Business Administration 1984 — 1988
AB WOOD
Askim Knott Askim Knott's Prudential Securities Experience 1998 - January 2000
Job Marketing Executive
Industry Consumer Goods
Experience
Melaleuca:The Wellness Company September 2013 - Present
Independent Partylite Consultant 2010 - Present
sspw 2008 - 2012
Ambac January 2001 - July 2007
Prudential Securities 1998 - January 2000
Skills
Retail, Sales, Training, Customer Service, Coaching, Budgets, Team Building, Marketing, Microsoft Excel, Customer Satisfaction, Team Leadership, Microsoft Office, Outlook, Cosmetics, Sales Management, Microsoft Word, Event Planning, Data Entry, Leadership
Education
Katherine Gibbs School 1995 — 1996
Executive Assistant/Executive Secretary
College of Staten Island 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Tottenville HS 1989 — 1993
Melaleuca:The Wellness Company September 2013 - Present
Independent Partylite Consultant 2010 - Present
sspw 2008 - 2012
Ambac January 2001 - July 2007
Prudential Securities 1998 - January 2000
Skills
Retail, Sales, Training, Customer Service, Coaching, Budgets, Team Building, Marketing, Microsoft Excel, Customer Satisfaction, Team Leadership, Microsoft Office, Outlook, Cosmetics, Sales Management, Microsoft Word, Event Planning, Data Entry, Leadership
Education
Katherine Gibbs School 1995 — 1996
Executive Assistant/Executive Secretary
College of Staten Island 1993 — 1995
Liberal Arts and Sciences, General Studies and Humanities
Tottenville HS 1989 — 1993
Mark Lettie Mark Lettie's Prudential Securities Experience 1992 - 1994
Job Business Development Consultant at IBISWorld
Industry Information Services
Experience
IBISWorld 2011 - Present
Castleton Partners 2010 - 2011
Summit Financial Resources, Inc. 2006 - 2010
Pension Data Resources 2001 - 2006
Dun & Bradstreet 1995 - 2001
Marketing One Securities 1994 - 1995
Prudential Securities 1992 - 1994
Hibbard Brown & Company 1989 - 1992
Education
Lehigh University 1985 — 1989
BS in Business & Economics, Finance
IBISWorld 2011 - Present
Castleton Partners 2010 - 2011
Summit Financial Resources, Inc. 2006 - 2010
Pension Data Resources 2001 - 2006
Dun & Bradstreet 1995 - 2001
Marketing One Securities 1994 - 1995
Prudential Securities 1992 - 1994
Hibbard Brown & Company 1989 - 1992
Education
Lehigh University 1985 — 1989
BS in Business & Economics, Finance
Gee Smith's Prudential Securities Experience 1997 - 2000
Job Partner at Zeke Capital Advisors
Industry Investment Management
Experience
Zeke Capital Advisors September 2013 - Present
Goldman Sachs Trust Company January 2006 - May 2013
Goldman Sachs 2004 - May 2013
Goldman Sachs 2001 - 2006
Prudential Securities 1997 - 2000
Skills
Investments, Equities, Capital, Private Equity, Hedge Funds, Alternative Investments, Investment Advisory, Private Banking, Private Wealth..., Trust Services, Asset Allocation, Family Office, Banking, Venture Capital, Wealth Management, Asset Management, Series 7, Investment Management, Options, Portfolio Management, Wealth Management..., Management, Financial Services, Derivatives, Capital Markets, Fixed Income, Securities, Investment Banking, Emerging Markets, Investment Strategies, Mutual Funds, Bonds, Series 63, ETFs, Bloomberg, Financial Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
Bachelor's degree
James Madison University 1988 — 1990
Master of Business Administration (MBA)
Zeke Capital Advisors September 2013 - Present
Goldman Sachs Trust Company January 2006 - May 2013
Goldman Sachs 2004 - May 2013
Goldman Sachs 2001 - 2006
Prudential Securities 1997 - 2000
Skills
Investments, Equities, Capital, Private Equity, Hedge Funds, Alternative Investments, Investment Advisory, Private Banking, Private Wealth..., Trust Services, Asset Allocation, Family Office, Banking, Venture Capital, Wealth Management, Asset Management, Series 7, Investment Management, Options, Portfolio Management, Wealth Management..., Management, Financial Services, Derivatives, Capital Markets, Fixed Income, Securities, Investment Banking, Emerging Markets, Investment Strategies, Mutual Funds, Bonds, Series 63, ETFs, Bloomberg, Financial Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1984
Bachelor's degree
James Madison University 1988 — 1990
Master of Business Administration (MBA)
Alister Murray's Prudential Securities Experience 1996 - 1997
Job
Industry Financial Services
Experience
Merrill Lynch December 2005 - February 2007
Goldman Sachs May 2000 - April 2005
AIG October 1997 - April 2000
Prudential Securities 1996 - 1997
US Army August 1988 - August 1992
Skills
Integration, Vendor Management, Software Project..., Cross-functional Team..., Capital Budgeting, Risk Management, IT Strategy, SDLC, Process Improvement, Team Leadership, Resource Management, PMO, Project Management, Management, Leadership, Information Technology, Unix
Education
The Polytechnic Institute of New York University 1999 — 2001
MS
Long Island University, Brooklyn Campus 1992 — 1996
BS
Erasmus Hall HS 1984 — 1988
Merrill Lynch December 2005 - February 2007
Goldman Sachs May 2000 - April 2005
AIG October 1997 - April 2000
Prudential Securities 1996 - 1997
US Army August 1988 - August 1992
Skills
Integration, Vendor Management, Software Project..., Cross-functional Team..., Capital Budgeting, Risk Management, IT Strategy, SDLC, Process Improvement, Team Leadership, Resource Management, PMO, Project Management, Management, Leadership, Information Technology, Unix
Education
The Polytechnic Institute of New York University 1999 — 2001
MS
Long Island University, Brooklyn Campus 1992 — 1996
BS
Erasmus Hall HS 1984 — 1988
Joseph C. Whalen III's Prudential Securities Experience December 1993 - October 2001
Job Technical Account Management, Manager at Omgeo
Industry Financial Services
Experience
Omgeo January 2011 - Present
Omgeo February 2009 - January 2011
Xtiva Financial Systems September 2007 - December 2008
J.B. Hanauer & Company June 2002 - September 2007
Prudential Securities December 1993 - October 2001
Allied Building Products June 1992 - December 1993
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Application Development, Process Improvement, Integration, Project Planning, Vendor Relations, Analysis, Salesforce.com
Education
Kean University 2001 — 2002
MIS, Information Technology
Rider University 1988 — 1992
Northern Valley Regional High School at Demarest 1984 — 1988
Omgeo January 2011 - Present
Omgeo February 2009 - January 2011
Xtiva Financial Systems September 2007 - December 2008
J.B. Hanauer & Company June 2002 - September 2007
Prudential Securities December 1993 - October 2001
Allied Building Products June 1992 - December 1993
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Application Development, Process Improvement, Integration, Project Planning, Vendor Relations, Analysis, Salesforce.com
Education
Kean University 2001 — 2002
MIS, Information Technology
Rider University 1988 — 1992
Northern Valley Regional High School at Demarest 1984 — 1988
James L. Chuchman's Prudential Securities Experience 1997 - 1999
Job Senior Operations Analyst at XL Catlin Insurance
Industry Information Technology and Services
Experience
XL Catlin Operations AnalystXL InsuranceJanuary 2012 - Present
XL Insurance November 2007 - December 2011
SKF USA Inc 1999 - 2007
Prudential Securities 1997 - 1999
Skills
Business Intelligence, Data Mining, Office Automation, Data Warehousing, Databases, Documentation, Business Process, Business Analysis, Analysis, Access, Cognos, Disaster Recovery, Management, Microsoft SQL Server, Project Planning, Requirements Analysis, Requirements Gathering, SQL, SDLC, Software Documentation, Visio
Education
La Salle University - School of Business Administration 1992 — 1994
Information and Operations Management
Frost junior high school
XL Catlin Operations AnalystXL InsuranceJanuary 2012 - Present
XL Insurance November 2007 - December 2011
SKF USA Inc 1999 - 2007
Prudential Securities 1997 - 1999
Skills
Business Intelligence, Data Mining, Office Automation, Data Warehousing, Databases, Documentation, Business Process, Business Analysis, Analysis, Access, Cognos, Disaster Recovery, Management, Microsoft SQL Server, Project Planning, Requirements Analysis, Requirements Gathering, SQL, SDLC, Software Documentation, Visio
Education
La Salle University - School of Business Administration 1992 — 1994
Information and Operations Management
Frost junior high school
Nathan Jodat's Prudential Securities Experience May 2001 - February 2004
Job President at ITA Compliance, LLC
Industry Financial Services
Experience
ITA Compliance, LLC April 2012 - Present
Regulatory Compliance, LLC January 2009 - April 2012
Wachovia Securities February 2004 - November 2007
Prudential Securities May 2001 - February 2004
Prudential Securities June 1999 - May 2001
Skills
FINRA, AML, Risk Management, SEC, Auditing, Policy, Series 7, Securities, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Business Administration and Management
ITA Compliance, LLC April 2012 - Present
Regulatory Compliance, LLC January 2009 - April 2012
Wachovia Securities February 2004 - November 2007
Prudential Securities May 2001 - February 2004
Prudential Securities June 1999 - May 2001
Skills
FINRA, AML, Risk Management, SEC, Auditing, Policy, Series 7, Securities, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Marsha Andrews (Cardona)'s Prudential Securities Experience August 1999 - July 2000
Job Customer Service Representive at 3SI Security Systems
Industry International Affairs
Experience
3SI Security Systems November 2007 - September 2012
DaimlerChrylser November 2000 - November 2007
Sprint for Business Solutions July 2000 - November 2000
Prudential Securities August 1999 - July 2000
Skills
Spanish, French, Italian, Process Improvement, Customer Service, Leadership, Microsoft Word, Negotiation, Project Management, Team Leadership, Management, Outlook, Sales, Microsoft Excel, Coaching, Customer Satisfaction, Strategic Planning, New Business Development, Analysis, Microsoft Office
Education
University of Phoenix - Wayne, PA 2001 — 2006
MBA, Global Management
Immaculata College 1996 — 2000
BA, International Business w/ Foreign Languages (French), Minor: Italian
3SI Security Systems November 2007 - September 2012
DaimlerChrylser November 2000 - November 2007
Sprint for Business Solutions July 2000 - November 2000
Prudential Securities August 1999 - July 2000
Skills
Spanish, French, Italian, Process Improvement, Customer Service, Leadership, Microsoft Word, Negotiation, Project Management, Team Leadership, Management, Outlook, Sales, Microsoft Excel, Coaching, Customer Satisfaction, Strategic Planning, New Business Development, Analysis, Microsoft Office
Education
University of Phoenix - Wayne, PA 2001 — 2006
MBA, Global Management
Immaculata College 1996 — 2000
BA, International Business w/ Foreign Languages (French), Minor: Italian
Abigail Huffman, CFA's Prudential Securities Experience 1996 - 1997
Job Director of Research at TIAACREF Trust Co., FSB
Industry Financial Services
Experience
TIAA-CREF Trust Co. June 2006 - Present
TIAA-CREF November 2005 - Present
Schwab Soundview Capital Markets 1997 - 2004
Prudential Securities 1996 - 1997
National Broadcasting Company 1995 - 1996
Baring Securities 1994 - 1995
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania
M.Arch, Architecture
Yale University
BA, History
TIAA-CREF Trust Co. June 2006 - Present
TIAA-CREF November 2005 - Present
Schwab Soundview Capital Markets 1997 - 2004
Prudential Securities 1996 - 1997
National Broadcasting Company 1995 - 1996
Baring Securities 1994 - 1995
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania
M.Arch, Architecture
Yale University
BA, History
Daniel M. McGlinchey's Prudential Securities Experience November 1989 - November 1993
Job Managing Director, Institutional Equities Sales at Emerging Growth Equities
Industry Financial Services
Experience
Emerging Growth Equities August 2012 - Present
Boenning & Scattergood June 2006 - August 2012
Emerging Growth Equities 2001 - 2006
Pennsylania Merchant Group 1993 - 2001
Prudential Securities November 1989 - November 1993
Drexel Burnham Lambert November 1986 - November 1989
Prudential Bache-Elkins Stroud Supplee September 1980 - November 1986
Skills
Financial Analysis, Equities, Equity Research, Investment Strategies, Alpha Capture..., Alternative Investments, Capital Markets, Bloomberg Terminal, Excel Models, Microsoft Word
Education
La Salle University 1978 — 1981
Associate of Arts (A.A.), English Language and Literature, General
LaSalle College High School 1968 — 1971
High School
Montgomery County Community College
Specialty Certificate in Software Engineering, Computer Science
Emerging Growth Equities August 2012 - Present
Boenning & Scattergood June 2006 - August 2012
Emerging Growth Equities 2001 - 2006
Pennsylania Merchant Group 1993 - 2001
Prudential Securities November 1989 - November 1993
Drexel Burnham Lambert November 1986 - November 1989
Prudential Bache-Elkins Stroud Supplee September 1980 - November 1986
Skills
Financial Analysis, Equities, Equity Research, Investment Strategies, Alpha Capture..., Alternative Investments, Capital Markets, Bloomberg Terminal, Excel Models, Microsoft Word
Education
La Salle University 1978 — 1981
Associate of Arts (A.A.), English Language and Literature, General
LaSalle College High School 1968 — 1971
High School
Montgomery County Community College
Specialty Certificate in Software Engineering, Computer Science
Casey Meskers's Prudential Securities Experience 1994 - 1995
Job Executive Director Treasury Services at JPMorgan
Industry Banking
Experience
Easton Volunteer Fire Company 2010 - Present
JPMorgan February 2001 - Present
GE 1995 - 2001
Prudential Securities 1994 - 1995
Lehman Brothers 1989 - 1994
Drexel Burnham Lambert 1986 - 1989
Education
Iona College 1980 — 1984
Easton Volunteer Fire Company 2010 - Present
JPMorgan February 2001 - Present
GE 1995 - 2001
Prudential Securities 1994 - 1995
Lehman Brothers 1989 - 1994
Drexel Burnham Lambert 1986 - 1989
Education
Iona College 1980 — 1984
Jeff Maxon's Prudential Securities Experience 1996 - 1998
Job Managing Member at JM Advisory Group, LLC
Industry Venture Capital & Private Equity
Experience
JM Advisory Group, LLC 2008 - Present
HorseTV Media Group 2003 - 2008
Media Capital Advisors 2001 - 2004
Citi 1998 - 2001
Prudential Securities 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Business Development, Corporate Finance, M&A experience, Capital Raising, Capital Markets, Business Valuation, IPO, Due Diligence, Financial Advisory, Investor Relations, Valuation, Corporate Development, Mergers & Acquisitions, Private Placements, Strategy, Equities, Financial Services, Alternative Investments, Financial Modeling, Finance, Investments, Entrepreneurship, Financial Structuring, Executive Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Lehigh University 1988 — 1992
BS, Accounting
JM Advisory Group, LLC 2008 - Present
HorseTV Media Group 2003 - 2008
Media Capital Advisors 2001 - 2004
Citi 1998 - 2001
Prudential Securities 1996 - 1998
Ernst & Young 1992 - 1994
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Business Development, Corporate Finance, M&A experience, Capital Raising, Capital Markets, Business Valuation, IPO, Due Diligence, Financial Advisory, Investor Relations, Valuation, Corporate Development, Mergers & Acquisitions, Private Placements, Strategy, Equities, Financial Services, Alternative Investments, Financial Modeling, Finance, Investments, Entrepreneurship, Financial Structuring, Executive Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Lehigh University 1988 — 1992
BS, Accounting
Larry Kurtzman's Prudential Securities Experience 1995 - 1997
Job Science Teacher at Looking for a LI District
Industry Education Management
Experience
The Summit School September 2014 - Present
Syosset School District 2013 - 2014
Copiague Middle School December 2012 - June 2013
Mithril Technology 2008 - March 2009
Custom Computer Specialists May 2000 - March 2008
Chase Auto Finance 1997 - 2000
Prudential Securities 1995 - 1997
Skills
Operations Management, Management, Projects, Disaster Recovery, Business Analysis, IT Strategy, Project Management, Integration, Vendor Management, Managed Services, Professional Services, PMP, PMO, System Deployment, Program Management, Process Improvement, IT Management, Strategic Planning, Cross-functional Team..., Business Development
Education
Long Island University, C.W. Post Campus 2010 — 2012
Master's degree, Biology Teacher Education
State University of New York at Albany 1981 — 1986
Master's degree, Computer Science
The Summit School September 2014 - Present
Syosset School District 2013 - 2014
Copiague Middle School December 2012 - June 2013
Mithril Technology 2008 - March 2009
Custom Computer Specialists May 2000 - March 2008
Chase Auto Finance 1997 - 2000
Prudential Securities 1995 - 1997
Skills
Operations Management, Management, Projects, Disaster Recovery, Business Analysis, IT Strategy, Project Management, Integration, Vendor Management, Managed Services, Professional Services, PMP, PMO, System Deployment, Program Management, Process Improvement, IT Management, Strategic Planning, Cross-functional Team..., Business Development
Education
Long Island University, C.W. Post Campus 2010 — 2012
Master's degree, Biology Teacher Education
State University of New York at Albany 1981 — 1986
Master's degree, Computer Science
Darren Royal's Prudential Securities Experience September 1997 - September 1998
Job Owner/Financial Advisor Royal Wealth Management, Inc.
Industry Financial Services
Experience
Royal Wealth Management, Inc. March 2002 - Present
Foundation for Global Scholars October 2012 - Present
Women's Leadership Foundation 2011 - Present
Colorado Women's Chamber of Commerce January 2007 - September 2012
First Union Securities September 1998 - March 2002
Prudential Securities September 1997 - September 1998
ACAP Financial March 1995 - July 1997
Skills
Retirement Planning, Estate Planning, Portfolio Management, Life Insurance, Long Term Care Insurance, Succession Planning, Securities, Finance, Strategic Financial..., Investments, Start-ups, Small Business, Cash Management, Financial Planners, IRAs, FINRA, 401k, Retirement, Wealth, Financial Advisory, Fixed Annuities, Wealth Management, Asset Allocation, Alternative Investments, Options, Investment Advisory, Investment Strategies, Financial Planning
Education
Indiana University - Kelley School of Business 1989 — 1993
BA, Marketing, Management, International Business
Maastricht School of Management 1992 — 1992
International Finance
Royal Wealth Management, Inc. March 2002 - Present
Foundation for Global Scholars October 2012 - Present
Women's Leadership Foundation 2011 - Present
Colorado Women's Chamber of Commerce January 2007 - September 2012
First Union Securities September 1998 - March 2002
Prudential Securities September 1997 - September 1998
ACAP Financial March 1995 - July 1997
Skills
Retirement Planning, Estate Planning, Portfolio Management, Life Insurance, Long Term Care Insurance, Succession Planning, Securities, Finance, Strategic Financial..., Investments, Start-ups, Small Business, Cash Management, Financial Planners, IRAs, FINRA, 401k, Retirement, Wealth, Financial Advisory, Fixed Annuities, Wealth Management, Asset Allocation, Alternative Investments, Options, Investment Advisory, Investment Strategies, Financial Planning
Education
Indiana University - Kelley School of Business 1989 — 1993
BA, Marketing, Management, International Business
Maastricht School of Management 1992 — 1992
International Finance
Michelle Morehead's Prudential Securities Experience February 1997 - January 2002
Job Regional Access Control Program Manager
Industry Government Administration
Experience
U.S. General Services Administration November 2002 - Present
Prudential Securities February 1997 - January 2002
Skills
Program Management, Vendor Management, Integration, Management, Business Development, Public Speaking, Access, IT Management, Analysis, Policy, Business Analysis, Process Improvement, Project Management, Project Planning, Government, Requirements Analysis, Business Process..., Budgets, Risk Management, Leadership, Security, Proposal Writing, Change Management
Education
TUI University 2006 — 2009
MBA, Information Technology Management
Iona College 1988 — 1997
BBA, Management Information Systems
U.S. General Services Administration November 2002 - Present
Prudential Securities February 1997 - January 2002
Skills
Program Management, Vendor Management, Integration, Management, Business Development, Public Speaking, Access, IT Management, Analysis, Policy, Business Analysis, Process Improvement, Project Management, Project Planning, Government, Requirements Analysis, Business Process..., Budgets, Risk Management, Leadership, Security, Proposal Writing, Change Management
Education
TUI University 2006 — 2009
MBA, Information Technology Management
Iona College 1988 — 1997
BBA, Management Information Systems
Dave Perlzweig's Prudential Securities Experience 1987 - 2001
Job V.P. at Wells Fargo Adivsors
Industry Financial Services
Experience
Wells Fargo Adivsors January 2009 - Present
Wachovia Securities September 2001 - December 2008
Prudential Securities 1987 - 2001
Education
Chubb Institute 1987 — 1987
CERTIFICATE, COBOL/CICS
LIU Post 1975 — 1977
B.S., ACCOUNTING
State University of New York College at Cortland 1973 — 1975
Wells Fargo Adivsors January 2009 - Present
Wachovia Securities September 2001 - December 2008
Prudential Securities 1987 - 2001
Education
Chubb Institute 1987 — 1987
CERTIFICATE, COBOL/CICS
LIU Post 1975 — 1977
B.S., ACCOUNTING
State University of New York College at Cortland 1973 — 1975
Terry Brehony's Prudential Securities Experience 1979 - 2000
Job Branch Administrative Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
Prudential Securities 1979 - 2000
Education
La Salle University
Wells Fargo Advisors, LLC 2000 - Present
Prudential Securities 1979 - 2000
Education
La Salle University
Brett Hundemer's Prudential Securities Experience January 2000 - June 2003
Job Senior Manager Operations, Mitsubishi International Corporation
Industry Financial Services
Experience
Mitsubishi International Corporation June 2002 - Present
Prudential Securities January 2000 - June 2003
Education
LIU Post 1996 — 2000
Mitsubishi International Corporation June 2002 - Present
Prudential Securities January 2000 - June 2003
Education
LIU Post 1996 — 2000
Tom Berard, CFP®, CIMA ®'s Prudential Securities Experience January 1997 - October 1998
Job Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1998 - Present
Prudential Securities January 1997 - October 1998
Four Seasons Hotels and Resorts January 1993 - January 1997
Four Seasons Hotels and Resorts June 1990 - January 1993
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
Merrill Lynch October 1998 - Present
Prudential Securities January 1997 - October 1998
Four Seasons Hotels and Resorts January 1993 - January 1997
Four Seasons Hotels and Resorts June 1990 - January 1993
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
Patrick S. McKay's Prudential Securities Experience December 2000 - May 2002
Job Financial Advisor at Professional Economic Growth Group
Industry Financial Services
Experience
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
Professional Economic Growth Group July 2010 - Present
PM Associates January 1979 - Present
AXA Advisors December 2006 - December 2010
Waddell & Reed May 2002 - November 2006
Prudential Securities December 2000 - May 2002
Skills
Strategic Financial..., Investments, Retirement Planning, Equities, Accounting, Retirement, Financial Analysis, Estate Planning, Insurance, Portfolio Management, Series 7, Mortgage Lending, Wealth Management, Small Business, Finance, Alternative Investments, Asset Management, 401k
Education
LIU Brooklyn 1974 — 1979
BS, Accounting
Louis Ferrara's Prudential Securities Experience September 2003 - December 2004
Job Telephone Service Representative at Social Security Administration
Industry Financial Services
Experience
Social Security Administration September 2008 - June 2014
MORGAN STANLEY March 2005 - May 2008
PRUDENTIAL SECURITIES September 2003 - December 2004
GOLDMAN SACHS & COMPANY January 1984 - November 2002
Skills
Settlement, Financial Services, Securities, Analysis, Project Management, Prime Brokerage, Equities, Risk Management, Trading, Finance, Mutual Funds, Insurance, Banking, Fixed Income, Business Analysis, Bloomberg, Investment Banking
Education
LIU Brooklyn 1987 — 1989
MBA, Business Management
Wagner College 1972 — 1975
BA, History
Social Security Administration September 2008 - June 2014
MORGAN STANLEY March 2005 - May 2008
PRUDENTIAL SECURITIES September 2003 - December 2004
GOLDMAN SACHS & COMPANY January 1984 - November 2002
Skills
Settlement, Financial Services, Securities, Analysis, Project Management, Prime Brokerage, Equities, Risk Management, Trading, Finance, Mutual Funds, Insurance, Banking, Fixed Income, Business Analysis, Bloomberg, Investment Banking
Education
LIU Brooklyn 1987 — 1989
MBA, Business Management
Wagner College 1972 — 1975
BA, History
Michael A. Kaufhold's Prudential Securities Experience October 1997 - December 2000
Job Head of Custody Administration at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services April 2012 - Present
PNC Advisors February 2001 - February 2012
Prudential Securities October 1997 - December 2000
Prudential Securities March 1995 - October 1997
Prudential Securities July 1989 - March 1995
Prudential Securities October 1987 - July 1989
Drexel Burnham Lambert 1986 - 1987
Skills
Mutual Funds, Financial Services, Settlement, Capital Markets, Pricing, Securities, Series 7, Alternative Investments, Investments, Wealth Management, Asset Managment, Bloomberg, Back Office, Asset Management, Fixed Income, Fund Accounting, Strategic Financial..., Account Reconciliation, Risk Management, Financial Risk, Equities, Global Custody, Investment Banking, Hedge Funds, Middle Office, Options, Corporate Actions, Asset Allocation, Trading, Portfolio Management, Investment Management, Relationship Management, Series 63, Fund Of Funds
Education
Juniata College 1982 — 1986
BS, Business
Bergen Catholic High School 1978 — 1982
UMB Fund Services April 2012 - Present
PNC Advisors February 2001 - February 2012
Prudential Securities October 1997 - December 2000
Prudential Securities March 1995 - October 1997
Prudential Securities July 1989 - March 1995
Prudential Securities October 1987 - July 1989
Drexel Burnham Lambert 1986 - 1987
Skills
Mutual Funds, Financial Services, Settlement, Capital Markets, Pricing, Securities, Series 7, Alternative Investments, Investments, Wealth Management, Asset Managment, Bloomberg, Back Office, Asset Management, Fixed Income, Fund Accounting, Strategic Financial..., Account Reconciliation, Risk Management, Financial Risk, Equities, Global Custody, Investment Banking, Hedge Funds, Middle Office, Options, Corporate Actions, Asset Allocation, Trading, Portfolio Management, Investment Management, Relationship Management, Series 63, Fund Of Funds
Education
Juniata College 1982 — 1986
BS, Business
Bergen Catholic High School 1978 — 1982
Michael Repeckyj, CFA's Prudential Securities Experience 1998 - 1999
Job Investment Consultant at Self Employed
Industry Investment Management
Experience
Self Employed 2008 - Present
Pitcairn Financial Group 1999 - 2008
Prudential Securities 1998 - 1999
Education
La Salle University 1988 — 1992
BS, Finance
Self Employed 2008 - Present
Pitcairn Financial Group 1999 - 2008
Prudential Securities 1998 - 1999
Education
La Salle University 1988 — 1992
BS, Finance
Donna Melillo's Prudential Securities Experience July 1993 - August 1998
Job Executive Assistant at AXA
Industry Insurance
Experience
AXA November 2014 - Present
Aetna January 2007 - May 2014
Prudential Securities July 1993 - August 1998
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Ariba, Microsoft Publisher, Concur, SharePoint, Access, Outstanding time..., Dependable Team Player, Live Meeting, WebEx, Employee Benefits, Human Resources, Training
Education
Long Island Business Institute 1992 — 1993
Executive Secretarial Program
AXA November 2014 - Present
Aetna January 2007 - May 2014
Prudential Securities July 1993 - August 1998
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Ariba, Microsoft Publisher, Concur, SharePoint, Access, Outstanding time..., Dependable Team Player, Live Meeting, WebEx, Employee Benefits, Human Resources, Training
Education
Long Island Business Institute 1992 — 1993
Executive Secretarial Program
Gordon Gladstone's Prudential Securities Experience November 2000 - April 2003
Job semi retired from CBOT at Gordon Gladstone
Industry Capital Markets
Experience
Gordon Gladstone April 2003 - Present
Gordon Gladstone Trading May 2003 - December 2003
Prudential Securities November 2000 - April 2003
Merrill Lynch January 2000 - October 2000
Gordon Gladstone Floor Brokerage May 1984 - December 1999
First LaSalle Brokerage August 1982 - April 1984
Stotler and Company January 1980 - August 1982
Pez Candy Inc September 1976 - December 1979
Donahue Sales- a textron division June 1970 - September 1976
Skills
Commodity, Trading, Equities, Securities, Strategic Financial..., Investments, Wealth Management, Asset Managment, Options, Trading Systems, Derivatives, Electronic Trading, FX Options, Capital Markets, Financial Markets, Financial Modeling, Bloomberg, Equity Trading, Asset Management, Finance, Hedge Funds, Financial Analysis, Series 63, FX trading, Trading Strategies, Currency, Foreign Exchange, Hedging, Asset Allocation, Financial Planning
Education
Lycoming College 1966 — 1970
ba, biology
Gordon Gladstone April 2003 - Present
Gordon Gladstone Trading May 2003 - December 2003
Prudential Securities November 2000 - April 2003
Merrill Lynch January 2000 - October 2000
Gordon Gladstone Floor Brokerage May 1984 - December 1999
First LaSalle Brokerage August 1982 - April 1984
Stotler and Company January 1980 - August 1982
Pez Candy Inc September 1976 - December 1979
Donahue Sales- a textron division June 1970 - September 1976
Skills
Commodity, Trading, Equities, Securities, Strategic Financial..., Investments, Wealth Management, Asset Managment, Options, Trading Systems, Derivatives, Electronic Trading, FX Options, Capital Markets, Financial Markets, Financial Modeling, Bloomberg, Equity Trading, Asset Management, Finance, Hedge Funds, Financial Analysis, Series 63, FX trading, Trading Strategies, Currency, Foreign Exchange, Hedging, Asset Allocation, Financial Planning
Education
Lycoming College 1966 — 1970
ba, biology
KURTIS KREIDER's Prudential Securities Experience March 1977 - September 1993
Job CoOwner at ECCE Bed & Breakfast
Industry Financial Services
Experience
JPMorgan Securities 2008 - Present
ECCE Bed & Breakfast 2004 - Present
Bear Stearns / Equilend 1999 - 2008
Citbank 1993 - 1999
Prudential Securities March 1977 - September 1993
Skills
Securities Lending, Prime Brokerage, Equities, Collateral Management, Hedge Funds, Fixed Income, Securities, Series 7, Trading Systems, Capital Markets, Trading, Middle Office, Derivatives, Investment Banking, Corporate Actions, Global Custody, Asset Management, Financial Markets, Banking, Investments, Alternative Investments, Options, Bonds, Series 63, FX Options, Equity Derivatives, Electronic Trading, Investment Management, Financial Services, Back Office, Swaps, Settlement, Emerging Markets, Mutual Funds, Proprietary Trading
Education
Indiana University of Pennsylvania 1972 — 1975
Art Education
JPMorgan Securities 2008 - Present
ECCE Bed & Breakfast 2004 - Present
Bear Stearns / Equilend 1999 - 2008
Citbank 1993 - 1999
Prudential Securities March 1977 - September 1993
Skills
Securities Lending, Prime Brokerage, Equities, Collateral Management, Hedge Funds, Fixed Income, Securities, Series 7, Trading Systems, Capital Markets, Trading, Middle Office, Derivatives, Investment Banking, Corporate Actions, Global Custody, Asset Management, Financial Markets, Banking, Investments, Alternative Investments, Options, Bonds, Series 63, FX Options, Equity Derivatives, Electronic Trading, Investment Management, Financial Services, Back Office, Swaps, Settlement, Emerging Markets, Mutual Funds, Proprietary Trading
Education
Indiana University of Pennsylvania 1972 — 1975
Art Education
Frank Ramirez's Prudential Securities Experience February 1994 - December 1998
Job Vice President & Compliance Manager J.P. Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - Present
Credit Suisse April 2006 - October 2014
JPMorgan Chase October 2004 - April 2006
J.P. Morgan Private Bank January 1999 - September 2004
Prudential Securities February 1994 - December 1998
Prudential Insurance January 1989 - January 1994
Skills
Asset Managment, Investments, Fixed Income, Series 7, Due Diligence, Hedge Funds, Financial Analysis, Securities, Risk Management, Equities, Derivatives, Internal Audit, Asset Management, Alternative Investments, Capital Markets, Wealth Management, Private Banking
Education
Southern Methodist University 2002 — 2004
EMBA, Business Administration and Management, General
Southern Methodist University - Cox School of Business 2002 — 2004
Masters in Business Administration, Business Administration and Management, General
Loyola Marymount University 1983 — 1988
Bachelor of Science, Accounting
Loyola High School 1979 — 1983
JPMorgan Chase & Co. October 2014 - Present
Credit Suisse April 2006 - October 2014
JPMorgan Chase October 2004 - April 2006
J.P. Morgan Private Bank January 1999 - September 2004
Prudential Securities February 1994 - December 1998
Prudential Insurance January 1989 - January 1994
Skills
Asset Managment, Investments, Fixed Income, Series 7, Due Diligence, Hedge Funds, Financial Analysis, Securities, Risk Management, Equities, Derivatives, Internal Audit, Asset Management, Alternative Investments, Capital Markets, Wealth Management, Private Banking
Education
Southern Methodist University 2002 — 2004
EMBA, Business Administration and Management, General
Southern Methodist University - Cox School of Business 2002 — 2004
Masters in Business Administration, Business Administration and Management, General
Loyola Marymount University 1983 — 1988
Bachelor of Science, Accounting
Loyola High School 1979 — 1983
Patricia LaPointe's Prudential Securities Experience 1993 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Capital One February 2011 - Present
Freddie Mac May 2005 - May 2010
Advest 2000 - 2005
Prudential Securities 1993 - 2000
Education
Kean University 1986 — 1988
BA, History
Ladycliff College 1978 — 1982
English
Capital One February 2011 - Present
Freddie Mac May 2005 - May 2010
Advest 2000 - 2005
Prudential Securities 1993 - 2000
Education
Kean University 1986 — 1988
BA, History
Ladycliff College 1978 — 1982
English
Bruce Seidmon's Prudential Securities Experience February 1997 - February 2003
Job Cambridge Property Group LLC
Industry Real Estate
Experience
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Cambridge Property Group LLC 2007 - Present
Jefferies & Company October 2011 - June 2013
UBS Investment Bank 2008 - September 2011
UBS February 2003 - September 2011
Prudential Securities February 1997 - February 2003
Skills
Hedge Funds, Alternative Investments, Trading, Derivatives, Investment Banking, Energy, Options, Management, Electronic Trading, Trading Systems, Financial Markets, Equities, Financial Modeling, FX Options, Capital Markets, Portfolio Management, Fixed Income, Series 7, Bloomberg, Equity Derivatives, Valuation, Prime Brokerage, Asset Management, Investments, Emerging Markets, Proprietary Trading, ETFs, Structured Products, Commodity, Hedging, Series 63, Swaps, Market Risk, Bonds, Financial Structuring, FINRA, Middle Office, Trading Strategies, Credit Derivatives, Securities, Equity Research, Interest Rate..., Market Data, Commodity Markets, Equity Trading, Currency
Education
Indiana University - Kelley School of Business 1978 — 1982
BS, Finance/Accounting
Vic Parikh's Prudential Securities Experience 1978 - 2006
Job Director, Financial Systems at AIG Inc
Industry Insurance
Experience
AIG Inc April 2006 - October 2009
Prudential Equity Grp March 2005 - February 2006
Prudential Securities 1978 - 2006
Prudential Securities 1978 - 2006
Prudential-Bache Securities 1978 - 2006
Prudential-Bache Securities 1978 - 2006
Prudential Financial 1978 - 2006
Wachovia/Prudential Securities 1978 - 2005
Skills
Financial Systems, Process Improvement, Business Management, Operations Management, Accounting, Insurance, ERP
Education
LIU Brooklyn 1974 — 1977
MBA, Accounting
AIG Inc April 2006 - October 2009
Prudential Equity Grp March 2005 - February 2006
Prudential Securities 1978 - 2006
Prudential Securities 1978 - 2006
Prudential-Bache Securities 1978 - 2006
Prudential-Bache Securities 1978 - 2006
Prudential Financial 1978 - 2006
Wachovia/Prudential Securities 1978 - 2005
Skills
Financial Systems, Process Improvement, Business Management, Operations Management, Accounting, Insurance, ERP
Education
LIU Brooklyn 1974 — 1977
MBA, Accounting
Margie Villafane's Prudential Securities Experience September 1999 - September 2004
Job Administratie Asistant
Industry Higher Education
Experience
District School Board of Pasco County August 2010 - Present
Partylite Gifts March 2009 - Present
Wachovia Securities, LLC June 2005 - August 2008
Prudential Securities September 1999 - September 2004
Prudential Securities 1999 - 2004
Skills
Customer Service, Invoicing, Administration, Databases, Lotus Notes
Education
Kingsborough Community College 2004 — 2004
Certificate Course, Medical Billing & Coding, Medical Administrative Assistant
John Jay High School 1979 — 1983
Diploma, General Academics
District School Board of Pasco County August 2010 - Present
Partylite Gifts March 2009 - Present
Wachovia Securities, LLC June 2005 - August 2008
Prudential Securities September 1999 - September 2004
Prudential Securities 1999 - 2004
Skills
Customer Service, Invoicing, Administration, Databases, Lotus Notes
Education
Kingsborough Community College 2004 — 2004
Certificate Course, Medical Billing & Coding, Medical Administrative Assistant
John Jay High School 1979 — 1983
Diploma, General Academics
Padraic O'Hara's Prudential Securities Experience January 1997 - August 1998
Job Product Management at Toyota USA
Industry Automotive
Experience
Toyota USA January 2011 - Present
Toyota Motor Sales January 2009 - December 2010
Toyota Motor Sales, U.S.A., Inc. June 2001 - December 2008
PRUDENTIAL SECURITIES January 1997 - August 1998
Toyota Motor Sales, U.S.A., Inc. September 1993 - January 1997
Toyota Motor Sales November 1990 - September 1993
Toyota Motor Sales, U.S.A., Inc. August 1989 - November 1990
Toyota Motor Sales, U.S.A., Inc. August 1988 - August 1989
Toyota Motor Sales, U.S.A., Inc. September 1986 - August 1988
Skills
Automotive
Education
Loyola Marymount University 1983 — 1985
Bachelor of Science, Business Administration
Toyota USA January 2011 - Present
Toyota Motor Sales January 2009 - December 2010
Toyota Motor Sales, U.S.A., Inc. June 2001 - December 2008
PRUDENTIAL SECURITIES January 1997 - August 1998
Toyota Motor Sales, U.S.A., Inc. September 1993 - January 1997
Toyota Motor Sales November 1990 - September 1993
Toyota Motor Sales, U.S.A., Inc. August 1989 - November 1990
Toyota Motor Sales, U.S.A., Inc. August 1988 - August 1989
Toyota Motor Sales, U.S.A., Inc. September 1986 - August 1988
Skills
Automotive
Education
Loyola Marymount University 1983 — 1985
Bachelor of Science, Business Administration
Michael J. Origlia's Prudential Securities Experience January 2001 - April 2004
Job Senior Vice President Branch Manager at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Wells Fargo Advisors, LLC April 2010 - April 2013
Wachovia Securities May 2004 - April 2010
Prudential Securities January 2001 - April 2004
Wit Capital 1998 - 2001
Education
Long Island University, Southampton Campus 1985 — 1989
Bachelor's, Finance
Deborah Rhoads Ferrara's Prudential Securities Experience December 1997 - February 2003
Job Associate Director at Navigant
Industry Management Consulting
Experience
Navigant April 2015 - Present
JPMorgan Chase October 2013 - March 2015
Navigant Consulting September 2012 - October 2013
Navigant Consulting May 2010 - September 2012
Daylight Forensic & Advisory LLC August 2007 - May 2010
Federal Bureau of Investigation February 2003 - August 2007
Prudential Securities December 1997 - February 2003
Skills
AML, Risk Management, Fraud, KYC, Bank Secrecy Act, Certified Fraud Examiner, Operational Risk..., USA PATRIOT Act, CAMS, Financial Services, Banking, Due Diligence
Education
Lehigh University
BA, Behavioral Neuroscience
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Navigant April 2015 - Present
JPMorgan Chase October 2013 - March 2015
Navigant Consulting September 2012 - October 2013
Navigant Consulting May 2010 - September 2012
Daylight Forensic & Advisory LLC August 2007 - May 2010
Federal Bureau of Investigation February 2003 - August 2007
Prudential Securities December 1997 - February 2003
Skills
AML, Risk Management, Fraud, KYC, Bank Secrecy Act, Certified Fraud Examiner, Operational Risk..., USA PATRIOT Act, CAMS, Financial Services, Banking, Due Diligence
Education
Lehigh University
BA, Behavioral Neuroscience
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Donna Thomsen's Prudential Securities Experience January 1998 - January 1999
Job Supervisor, Vendor Operations, Journals at Wiley
Industry Publishing
Experience
Wiley July 2014 - Present
Wiley December 2011 - June 2014
Elsevier October 1999 - December 2010
Prudential Securities January 1998 - January 1999
Barbie Bazaar Magazine 1997 - 1997
Marcel Dekker, Inc 1985 - 1992
Status Magazine 1986 - 1987
Warner Books, Inc 1984 - 1985
Skills
Microsoft Office Suite, Microsoft Project, Budgeting and estimating, Publishing, Production, Newsletters, Vendor Relationships, Cost Management, Budgets, MS Project, Proofreading, Editorial, Journals, Estimating, Microsoft Office, Publications, Books, Magazines, Freelance Writing, Academic Publishing, Textbooks, Journalism, Custom Publishing, Creative Writing, Text Editing, Manuscript, Chicago Manual, Manuscript Development, Pre-press, Online Publishing, Copy Editing, Content Management, Content Strategy, Web Content
Education
LIU Brooklyn 1980 — 1984
BA, English
Wiley July 2014 - Present
Wiley December 2011 - June 2014
Elsevier October 1999 - December 2010
Prudential Securities January 1998 - January 1999
Barbie Bazaar Magazine 1997 - 1997
Marcel Dekker, Inc 1985 - 1992
Status Magazine 1986 - 1987
Warner Books, Inc 1984 - 1985
Skills
Microsoft Office Suite, Microsoft Project, Budgeting and estimating, Publishing, Production, Newsletters, Vendor Relationships, Cost Management, Budgets, MS Project, Proofreading, Editorial, Journals, Estimating, Microsoft Office, Publications, Books, Magazines, Freelance Writing, Academic Publishing, Textbooks, Journalism, Custom Publishing, Creative Writing, Text Editing, Manuscript, Chicago Manual, Manuscript Development, Pre-press, Online Publishing, Copy Editing, Content Management, Content Strategy, Web Content
Education
LIU Brooklyn 1980 — 1984
BA, English
Frank Timoney's Prudential Securities Experience January 1994 - January 1995
Job Government Market Consultant
Industry Government Relations
Experience
BidNet 2012 - Present
Wilkins Solutions 2011 - 2012
Pearson Education February 1996 - 2010
Prudential Securities January 1994 - January 1995
DUN & BRADSTREET BUSINESS EDUCATION SERVICES January 1989 - January 1994
Skills
Consultative Selling, New Business Acquisition, Account Management, Negotiation, Publishing, New Business Development, Strategic Planning, Customer Relations, Customer Service, Selling, Solution Selling, State & Local..., WebEx, Relation Management, Sales Plan, Sales Prospecting, Higher Education Sales, CRM, Distance Learning, Course Management, Federal Contracts, Government Contracting, Program Management, Management, Leadership, Strategy, Training, Higher Education, Salesforce.com, Business Acquisition, Sales, Sales Operations, Competitive Analysis, Lead Generation, Project Management, Marketing, Sales Presentations, Sales Process, Customer Retention, Strategic Partnerships, Email Marketing, Pricing, Marketing Strategy, E-Learning, Social Media, Relationship Building
Education
Le Moyne College
B.S, Industrial Relations
Old Dominion University
M.B.A, Marketing
Shenendehowa
BidNet 2012 - Present
Wilkins Solutions 2011 - 2012
Pearson Education February 1996 - 2010
Prudential Securities January 1994 - January 1995
DUN & BRADSTREET BUSINESS EDUCATION SERVICES January 1989 - January 1994
Skills
Consultative Selling, New Business Acquisition, Account Management, Negotiation, Publishing, New Business Development, Strategic Planning, Customer Relations, Customer Service, Selling, Solution Selling, State & Local..., WebEx, Relation Management, Sales Plan, Sales Prospecting, Higher Education Sales, CRM, Distance Learning, Course Management, Federal Contracts, Government Contracting, Program Management, Management, Leadership, Strategy, Training, Higher Education, Salesforce.com, Business Acquisition, Sales, Sales Operations, Competitive Analysis, Lead Generation, Project Management, Marketing, Sales Presentations, Sales Process, Customer Retention, Strategic Partnerships, Email Marketing, Pricing, Marketing Strategy, E-Learning, Social Media, Relationship Building
Education
Le Moyne College
B.S, Industrial Relations
Old Dominion University
M.B.A, Marketing
Shenendehowa
Diane Wilson's Prudential Securities Experience January 1991 - April 1997
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank June 2011 - Present
US Trust October 2006 - January 2011
Evergreen Investments October 2003 - October 2006
Bank of America June 2000 - October 2003
Cargill Investor Services April 1997 - May 2000
Prudential Securities January 1991 - April 1997
Skills
Alternative Investments, Wealth Management, Investments, Portfolio Management, Series 7, Wealth Management..., Asset Management, Risk Management, Managed Futures, Hedge Funds, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Financial Services, Banking
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Arts, Communications
HSBC Private Bank June 2011 - Present
US Trust October 2006 - January 2011
Evergreen Investments October 2003 - October 2006
Bank of America June 2000 - October 2003
Cargill Investor Services April 1997 - May 2000
Prudential Securities January 1991 - April 1997
Skills
Alternative Investments, Wealth Management, Investments, Portfolio Management, Series 7, Wealth Management..., Asset Management, Risk Management, Managed Futures, Hedge Funds, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Financial Services, Banking
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Arts, Communications
Anthony Coiro's Prudential Securities Experience 1999 - 2001
Job SVP / COO Global Risk Reporting & Analysis at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
Citi January 2012 - January 2014
Citi September 2010 - December 2011
Citigroup April 2009 - September 2010
Citigroup April 2004 - March 2009
Credit Suisse 2003 - 2004
Bank of Tokyo-Mitsubishi 2001 - 2002
Prudential Securities 1999 - 2001
Soloman Smith Barney 1998 - 1999
Prudential Securities 1992 - 1998
Skills
Market Risk, Risk Management, Fixed Income, Banking, Hedge Funds, Credit Risk, Credit, Financial Risk, Capital Markets, Portfolio Management, Enterprise Risk..., Equities
Education
Long Island University, C.W. Post Campus 1990 — 1991
MBA, Finance
Rowan University 1985 — 1987
BS
Citi February 2014 - Present
Citi January 2012 - January 2014
Citi September 2010 - December 2011
Citigroup April 2009 - September 2010
Citigroup April 2004 - March 2009
Credit Suisse 2003 - 2004
Bank of Tokyo-Mitsubishi 2001 - 2002
Prudential Securities 1999 - 2001
Soloman Smith Barney 1998 - 1999
Prudential Securities 1992 - 1998
Skills
Market Risk, Risk Management, Fixed Income, Banking, Hedge Funds, Credit Risk, Credit, Financial Risk, Capital Markets, Portfolio Management, Enterprise Risk..., Equities
Education
Long Island University, C.W. Post Campus 1990 — 1991
MBA, Finance
Rowan University 1985 — 1987
BS
Dave Salvo's Prudential Securities Experience 2000 - 2003
Job Business Education Teacher
Industry Education Management
Experience
Carmel High School March 2008 - Present
Morgan Stanley January 2003 - April 2006
Prudential Securities 2000 - 2003
THE GUARDIAN 1999 - 2000
DIVERSIFIED INVESTMENT ADVISORS 1997 - 1999
DIVERSIFIED INVESTMENT ADVISORS 1994 - 1997
Skills
Microsoft Excel, Banking, Investments, Marketing, Vendor Management, Education, Business, Microsoft Office, Teaching
Education
Pace University-Pleasantville/Briarcliff Campus 2006 — 2008
Advanced Certificate in Education, Education (Business & Marketing)
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Iona College 1990 — 1994
BBA, Finance
Carmel High School March 2008 - Present
Morgan Stanley January 2003 - April 2006
Prudential Securities 2000 - 2003
THE GUARDIAN 1999 - 2000
DIVERSIFIED INVESTMENT ADVISORS 1997 - 1999
DIVERSIFIED INVESTMENT ADVISORS 1994 - 1997
Skills
Microsoft Excel, Banking, Investments, Marketing, Vendor Management, Education, Business, Microsoft Office, Teaching
Education
Pace University-Pleasantville/Briarcliff Campus 2006 — 2008
Advanced Certificate in Education, Education (Business & Marketing)
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Iona College 1990 — 1994
BBA, Finance
Deborah Boisselle's Prudential Securities Experience 1983 - June 1994
Job Financial Consultant at LPL Finanical
Industry Financial Services
Experience
The Investment Center located at Citizens National Bank of Bluffton November 2004 - Present
LPL Financial November 1995 - Present
Prudential Securities 1983 - June 1994
Skills
Business Development, Leadership, Management, Team Building, Strategic Planning
Education
Lourdes College 1982 — 1984
Financial Planning
University of Toledo 1973 — 1979
business, accounting
The Investment Center located at Citizens National Bank of Bluffton November 2004 - Present
LPL Financial November 1995 - Present
Prudential Securities 1983 - June 1994
Skills
Business Development, Leadership, Management, Team Building, Strategic Planning
Education
Lourdes College 1982 — 1984
Financial Planning
University of Toledo 1973 — 1979
business, accounting
Carol Maisonneuve's Prudential Securities Experience May 1986 - February 1989
Job Complex Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1989 - Present
Prudential Securities May 1986 - February 1989
Prudential Securities October 1984 - May 1986
Skills
Accounts Payable, Series 7, Retirement Planning, Financial Planning, Wealth Management, Management, Securities, Portfolio Management, Mutual Funds, Asset Management, Investments, Asset Allocation, Risk Management
Education
Macomb Community College 1983 — 1985
Accounting/Business
Morgan Stanley February 1989 - Present
Prudential Securities May 1986 - February 1989
Prudential Securities October 1984 - May 1986
Skills
Accounts Payable, Series 7, Retirement Planning, Financial Planning, Wealth Management, Management, Securities, Portfolio Management, Mutual Funds, Asset Management, Investments, Asset Allocation, Risk Management
Education
Macomb Community College 1983 — 1985
Accounting/Business
Janice Stremel's Prudential Securities Experience October 1985 - February 2000
Job Municipal Bond Underwriter
Industry Financial Services
Experience
Vining Sparks, IBG February 2006 - Present
Prudential Securities October 1985 - February 2000
Skills
Portfolio Management, Bonds, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Series 63, Investment Banking, Trading, Credit, Banking
Education
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Finance
Northeastern Illinois University 1984 — 1985
Bachelor's degree, Finance, General
Vining Sparks, IBG February 2006 - Present
Prudential Securities October 1985 - February 2000
Skills
Portfolio Management, Bonds, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Series 63, Investment Banking, Trading, Credit, Banking
Education
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Finance
Northeastern Illinois University 1984 — 1985
Bachelor's degree, Finance, General
John Strathern's Prudential Securities Experience 1994 - 2000
Job Senior IT Project Manager Financial Services
Industry Information Technology and Services
Experience
MBS 2010 - Present
Medical Mutual 2007 - 2010
e2grow inc, (dba locality.com) 2000 - 2007
Prudential Securities 1994 - 2000
Skills
Marketing, Business Analysis, Project Management, Financial Services, IT Strategy, IT Management, Mobile Technology, Web Development, Finance, SaaS, Management, SEM, Start-ups, Strategy, Account Management, CRM, Team Building, Marketing Strategy, Process Improvement, Strategic Planning
Education
John Carroll University
BA
National College of Ireland
International Business
Walsh Jesuit High School
MBS 2010 - Present
Medical Mutual 2007 - 2010
e2grow inc, (dba locality.com) 2000 - 2007
Prudential Securities 1994 - 2000
Skills
Marketing, Business Analysis, Project Management, Financial Services, IT Strategy, IT Management, Mobile Technology, Web Development, Finance, SaaS, Management, SEM, Start-ups, Strategy, Account Management, CRM, Team Building, Marketing Strategy, Process Improvement, Strategic Planning
Education
John Carroll University
BA
National College of Ireland
International Business
Walsh Jesuit High School
Richard Fraser's Prudential Securities Experience February 1987 - July 1992
Job Certified Executive Chef
Industry Food & Beverages
Experience
Executive Chef C.E.C. February 2011 - Present
Sunflower Marketplace 2008 - December 2010
Shelter Island Yacht Club 2006 - 2007
Vine Street Cafe 2004 - 2006
The Slow Club Restaurant 2003 - 2004
Taste Catering 1998 - 2003
Gabriel’s Bar and Restaurant 1997 - 1998
Union Square Café 1996 - 1997
Bridge Information Systems and Trading July 1992 - January 1996
Prudential Securities February 1987 - July 1992
Skills
Food Quality, Culinary, Menu Design, Food Cost, Recipes, CBASE, Culinary Skills, Food, Cuisine, Menu Development, Food Service, Banquets, Food Safety, Cooking, Catering, Chef, Ingredients, Gourmet, Sanitation, Restaurants, Food Preparation, Sauces, Meat, Hygiene, Mediterranean, Seafood, HACCP, Food Industry, Fine Dining, Restaurant Management, Pastry, Food & Beverage, Menu Costing, Recipe Testing, Bakery, Cost Control, Food Processing, Food Cost Analysis, Wine, Food Cost Management, Pre-opening, Food Manufacturing, Inventory Control, P&L, Food Science, Mediterranean Cuisine
Education
Institute of Culinary Education 1995 — 1995
Professional Training Program, Culinary Arts/Chef Training
Skidmore College 1982 — 1986
Bachelor of Science (B.S.), Business and Studio art
Executive Chef C.E.C. February 2011 - Present
Sunflower Marketplace 2008 - December 2010
Shelter Island Yacht Club 2006 - 2007
Vine Street Cafe 2004 - 2006
The Slow Club Restaurant 2003 - 2004
Taste Catering 1998 - 2003
Gabriel’s Bar and Restaurant 1997 - 1998
Union Square Café 1996 - 1997
Bridge Information Systems and Trading July 1992 - January 1996
Prudential Securities February 1987 - July 1992
Skills
Food Quality, Culinary, Menu Design, Food Cost, Recipes, CBASE, Culinary Skills, Food, Cuisine, Menu Development, Food Service, Banquets, Food Safety, Cooking, Catering, Chef, Ingredients, Gourmet, Sanitation, Restaurants, Food Preparation, Sauces, Meat, Hygiene, Mediterranean, Seafood, HACCP, Food Industry, Fine Dining, Restaurant Management, Pastry, Food & Beverage, Menu Costing, Recipe Testing, Bakery, Cost Control, Food Processing, Food Cost Analysis, Wine, Food Cost Management, Pre-opening, Food Manufacturing, Inventory Control, P&L, Food Science, Mediterranean Cuisine
Education
Institute of Culinary Education 1995 — 1995
Professional Training Program, Culinary Arts/Chef Training
Skidmore College 1982 — 1986
Bachelor of Science (B.S.), Business and Studio art
Karyn J.N. Lodge, MBA's Prudential Securities Experience October 1996 - March 2002
Job Accounting Manager at NA
Industry Accounting
Experience
Impellam February 2013 - Present
Teradata April 2011 - January 2012
CDC Software May 2010 - April 2011
Equifax September 2007 - May 2010
Pfizer May 2002 - March 2006
Prudential Securities October 1996 - March 2002
Skills
Account Reconciliation, General Ledger, Accounting, Variance Analysis, US GAAP
Education
LIU Brooklyn 2003 — 2005
MBA, Management
LIU Brooklyn 1999 — 2001
MS, Taxation
State University of New York College at Old Westbury 1992 — 1996
BS, Accounting
Impellam February 2013 - Present
Teradata April 2011 - January 2012
CDC Software May 2010 - April 2011
Equifax September 2007 - May 2010
Pfizer May 2002 - March 2006
Prudential Securities October 1996 - March 2002
Skills
Account Reconciliation, General Ledger, Accounting, Variance Analysis, US GAAP
Education
LIU Brooklyn 2003 — 2005
MBA, Management
LIU Brooklyn 1999 — 2001
MS, Taxation
State University of New York College at Old Westbury 1992 — 1996
BS, Accounting
Mona Brice-Moise's Prudential Securities Experience March 1998 - August 2000
Job Operations Senior Analyst at Citigroup
Industry Investment Banking
Experience
Citigroup October 2010 - Present
Credit Suisse January 2001 - December 2009
Prudential Securities March 1998 - August 2000
Skills
Equities, Fixed Income, Securities, Hedge Funds
Education
LaGuardia Community College 1986 — 1988
AAS, Business Management/Economics
Citigroup October 2010 - Present
Credit Suisse January 2001 - December 2009
Prudential Securities March 1998 - August 2000
Skills
Equities, Fixed Income, Securities, Hedge Funds
Education
LaGuardia Community College 1986 — 1988
AAS, Business Management/Economics
Michael Labisi's Prudential Securities Experience January 2001 - January 2003
Job at
Industry Capital Markets
Experience
Cantor Fitzgerald June 2013 - September 2013
LUCIDUS CAPITAL PARTNERS LLP January 2010 - August 2012
Lucidus Capital Partners January 2009 - August 2012
CAXTON ASSOCIATES, LLC January 2003 - January 2009
Caxton Associates January 2003 - January 2005
PRUDENTIAL SECURITIES January 2001 - January 2003
Datek Online September 1999 - October 2001
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Mutual Funds, Bonds, Trading, Investments, Risk Management, Credit Derivatives, Series 7, Series 63, Capital Markets, Settlement, Financial Markets, Credit, Bloomberg, Fixed Income, Asset Allocation, Hedging, Alternative Investments, Options, Asset Management
Education
Kean University
Bachelor of Science, Communications
Cantor Fitzgerald June 2013 - September 2013
LUCIDUS CAPITAL PARTNERS LLP January 2010 - August 2012
Lucidus Capital Partners January 2009 - August 2012
CAXTON ASSOCIATES, LLC January 2003 - January 2009
Caxton Associates January 2003 - January 2005
PRUDENTIAL SECURITIES January 2001 - January 2003
Datek Online September 1999 - October 2001
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Mutual Funds, Bonds, Trading, Investments, Risk Management, Credit Derivatives, Series 7, Series 63, Capital Markets, Settlement, Financial Markets, Credit, Bloomberg, Fixed Income, Asset Allocation, Hedging, Alternative Investments, Options, Asset Management
Education
Kean University
Bachelor of Science, Communications
Cheryl Saucedo's Prudential Securities Experience January 1984 - January 1999
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
J Michael Madigan's Prudential Securities Experience 1978 - 2007
Job Independent investor at Private Family Office (Public Equities Division)
Industry Financial Services
Experience
Private Family Office (Public Equities Division) June 2007 - Present
Merrill Lynch 1998 - 2007
Prudential Securities 1978 - 2007
Education
Indiana University Bloomington
BS, Marketing
Private Family Office (Public Equities Division) June 2007 - Present
Merrill Lynch 1998 - 2007
Prudential Securities 1978 - 2007
Education
Indiana University Bloomington
BS, Marketing
Jim McGinley's Prudential Securities Experience June 1992 - September 1998
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Jefferies & Company June 2010 - Present
Barclays October 2008 - June 2010
Lehman Brothers February 2007 - October 2008
BlackRock September 1998 - February 2007
Prudential Securities June 1992 - September 1998
Skills
Capital Markets, Investment Banking, Equities, Portfolio Management, Fixed Income, Municipal Bonds, Alternative Investments, Asset Management, Investments, Risk Management, Derivatives, Hedge Funds, Bonds, Bloomberg, Series 7, Series 63
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
Lehigh University - College of Business and Economics 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
KEVIN L KUBICKI's Prudential Securities Experience May 1991 - June 1993
Job
Industry Financial Services
Experience
Kubicki Financial/KAM Group, LLC January 2000 - Present
Giorgio Associates April 1993 - January 2000
Prudential Securities May 1991 - June 1993
Merrill Lynch May 1989 - April 1991
Skills
Customer Service, New Business Development, Business Strategy, Budgets, Financial Analysis, Insurance, Process Improvement, Sales, Negotiation, Project Management, Management, Marketing, Small Business, Business Planning
Education
Marywood University 1985 — 1997
MPA, Administration
King's College 1981 — 1985
B.A.
Kubicki Financial/KAM Group, LLC January 2000 - Present
Giorgio Associates April 1993 - January 2000
Prudential Securities May 1991 - June 1993
Merrill Lynch May 1989 - April 1991
Skills
Customer Service, New Business Development, Business Strategy, Budgets, Financial Analysis, Insurance, Process Improvement, Sales, Negotiation, Project Management, Management, Marketing, Small Business, Business Planning
Education
Marywood University 1985 — 1997
MPA, Administration
King's College 1981 — 1985
B.A.
Christopher Schaeffer's Prudential Securities Experience January 1991 - October 1996
Job President at Eagle Capital Management LLC
Industry Financial Services
Experience
Eagle Capital Management LLC May 2001 - Present
Raymond James November 1996 - May 2001
Prudential Securities January 1991 - October 1996
Thomson Mc Kinnon Securities October 1986 - November 1991
Skills
Management, Marketing Strategy, Negotiation, Leadership, Portfolio Management, Business Strategy, Sales, Customer Service, Strategic Financial..., Financial Services, Risk Management, Team Building, New Business Development, Public Speaking, Strategic Planning, Sales Management, Insurance, Investments, Retirement Planning, Financial Analysis
Education
Indiana University Bloomington 1978 — 1982
BA, Economics
Niagara University 1976 — 1977
general education
Immaculata,Somerville NJ 1974 — 1976
Mc Quaid Jesuit,Rochester NY 1972 — 1974
St Rose of Lima, Newtown CT 1970 — 1971
St Theresa,New Cumberland PA 1967 — 1969
Immaculate heart of Mary,Baltimore Md 1965 — 1967
Eagle Capital Management LLC May 2001 - Present
Raymond James November 1996 - May 2001
Prudential Securities January 1991 - October 1996
Thomson Mc Kinnon Securities October 1986 - November 1991
Skills
Management, Marketing Strategy, Negotiation, Leadership, Portfolio Management, Business Strategy, Sales, Customer Service, Strategic Financial..., Financial Services, Risk Management, Team Building, New Business Development, Public Speaking, Strategic Planning, Sales Management, Insurance, Investments, Retirement Planning, Financial Analysis
Education
Indiana University Bloomington 1978 — 1982
BA, Economics
Niagara University 1976 — 1977
general education
Immaculata,Somerville NJ 1974 — 1976
Mc Quaid Jesuit,Rochester NY 1972 — 1974
St Rose of Lima, Newtown CT 1970 — 1971
St Theresa,New Cumberland PA 1967 — 1969
Immaculate heart of Mary,Baltimore Md 1965 — 1967
Phil Pople's Prudential Securities Experience July 1989 - October 1997
Job Merchandiser at CocaCola Enterprises
Industry Public Relations and Communications
Experience
Coca-Cola Enterprises May 2012 - Present
Wells Fargo Advisors October 1998 - January 2010
A.G. Edwards & Sons, Inc. 1998 - 2009
Prudential Securities July 1989 - October 1997
Skills
Editing, PowerPoint, Speech Writing, Strategic Planning, Microsoft Excel, Team Building, Internal & External..., Analyst Relations, Tumblr, Online Journalism, Mac, Magazine Articles, Public Relations, Market Planning, Google+, Social Media, Voice Over
Education
Southern Illinois University, Carbondale 1986 — 1988
Bachelor of Science (B.S.), Radio and Television
Lincoln College 1974 — 1976
Associate of Arts (A.A.), Broadcast Communications
Coca-Cola Enterprises May 2012 - Present
Wells Fargo Advisors October 1998 - January 2010
A.G. Edwards & Sons, Inc. 1998 - 2009
Prudential Securities July 1989 - October 1997
Skills
Editing, PowerPoint, Speech Writing, Strategic Planning, Microsoft Excel, Team Building, Internal & External..., Analyst Relations, Tumblr, Online Journalism, Mac, Magazine Articles, Public Relations, Market Planning, Google+, Social Media, Voice Over
Education
Southern Illinois University, Carbondale 1986 — 1988
Bachelor of Science (B.S.), Radio and Television
Lincoln College 1974 — 1976
Associate of Arts (A.A.), Broadcast Communications
Eric Gillman's Prudential Securities Experience November 2000 - November 2003
Job Director at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
Rolando Perez's Prudential Securities Experience 1995 - 2000
Job President & Principal at Latin American Capital Management International LLC
Industry Financial Services
Experience
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC January 2000 - Present
Latin American Capital Finance LLC June 2007 - June 2011
Maple Trade Finance, Ltd. May 2004 - January 2007
Prudential Securities 1995 - 2000
Merrill Lynch 1990 - 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Loans, Management, Commodity, Executive Management, Credit, Investments, Loan Origination, Financial Structuring, Capital Markets, Financial Services, Investment Banking, Derivatives, Trading
Education
Stanford University 1968 — 1970
Master of Arts (M.A.), Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History
Latin American Commodities Management, LLC July 2011 - Present
Latin American Capital Management International LLC January 2000 - Present
Latin American Capital Finance LLC June 2007 - June 2011
Maple Trade Finance, Ltd. May 2004 - January 2007
Prudential Securities 1995 - 2000
Merrill Lynch 1990 - 1995
Skills
Portfolio Management, Risk Management, Structured Finance, Loans, Management, Commodity, Executive Management, Credit, Investments, Loan Origination, Financial Structuring, Capital Markets, Financial Services, Investment Banking, Derivatives, Trading
Education
Stanford University 1968 — 1970
Master of Arts (M.A.), Latin American Studies
Loma Linda University 1964 — 1968
Bachelor of Arts (B.A.), History
Emily Massell's Prudential Securities Experience 1993 - 2000
Job Executive Assistant
Industry Financial Services
Experience
Quadrangle Group 2001 - 2011
Prudential Securities 1993 - 2000
Skills
Private Equity, Event Planning, Microsoft Office, Customer Service, Social Media, Sales, Outlook, Sales Operations, Microsoft Excel, Negotiation, Account Management, Team Building, Contract Negotiation, Marketing, Mergers & Acquisitions, PowerPoint, New Business Development, Equities, Business Development, Strategic Planning
Education
Katherine Gibbs School
Quadrangle Group 2001 - 2011
Prudential Securities 1993 - 2000
Skills
Private Equity, Event Planning, Microsoft Office, Customer Service, Social Media, Sales, Outlook, Sales Operations, Microsoft Excel, Negotiation, Account Management, Team Building, Contract Negotiation, Marketing, Mergers & Acquisitions, PowerPoint, New Business Development, Equities, Business Development, Strategic Planning
Education
Katherine Gibbs School
Michael Tuman's Prudential Securities Experience January 2000 - January 2002
Job Mortgage Finance
Industry Financial Services
Experience
Arlington Funding Group July 2013 - Present
JRL Distributing INC. January 2002 - December 2012
Prudential Securities January 2000 - January 2002
Josephthal Lyon and Ross 1998 - 1999
Sterling Bank January 1996 - January 1997
Skills
Strategic Account..., New Business Development, Business Analysis, Held Series 7, 63 and Insurance..., Business Planning, Strategic Planning, Business Strategy, Financial Management, Management Consulting, Sales Management, Small Business, Marketing Strategy
Education
Franklin College, Lugano, Switzerland 1994 — 1995
MBA, Finance and Marketing
LIU Post 1990 — 1994
B.S, Business Administration Minor in International Marketing
Arlington Funding Group July 2013 - Present
JRL Distributing INC. January 2002 - December 2012
Prudential Securities January 2000 - January 2002
Josephthal Lyon and Ross 1998 - 1999
Sterling Bank January 1996 - January 1997
Skills
Strategic Account..., New Business Development, Business Analysis, Held Series 7, 63 and Insurance..., Business Planning, Strategic Planning, Business Strategy, Financial Management, Management Consulting, Sales Management, Small Business, Marketing Strategy
Education
Franklin College, Lugano, Switzerland 1994 — 1995
MBA, Finance and Marketing
LIU Post 1990 — 1994
B.S, Business Administration Minor in International Marketing
Richard Tom's Prudential Securities Experience April 1996 - July 2000
Job Systems Engineer at Cablevision
Industry Telecommunications
Experience
Cablevision July 2000 - Present
Prudential Securities April 1996 - July 2000
Century Computing June 1990 - April 1996
Skills
Unix, Solaris
Education
Loyola College in Maryland 1986 — 1990
Bachelor of Science (BS), Computer Science
Cablevision July 2000 - Present
Prudential Securities April 1996 - July 2000
Century Computing June 1990 - April 1996
Skills
Unix, Solaris
Education
Loyola College in Maryland 1986 — 1990
Bachelor of Science (BS), Computer Science
Suskowicz Karen's Prudential Securities Experience December 1996 - November 1998
Job Sr. Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 1998 - Present
Prudential Securities December 1996 - November 1998
Prudential Securities August 1995 - December 1996
Education
Kent State University
Communications
Wells Fargo Advisors November 1998 - Present
Prudential Securities December 1996 - November 1998
Prudential Securities August 1995 - December 1996
Education
Kent State University
Communications
Lisa D'Angelo-Bonelli's Prudential Securities Experience October 1996 - November 1999
Job Italian Teacher at East Brunswick Township
Industry Cosmetics
Experience
BeautiControl April 2012 - Present
East Brunswick Township September 2003 - Present
Goldman Sachs November 1999 - January 2002
Prudential Securities October 1996 - November 1999
Skills
Teaching, Tutoring, Research, Public Speaking, Curriculum Development, Editing, Event Planning, Sales, Microsoft Word, Nonprofits
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2002
Ithaca College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Istituto Universitario di Lingue Moderne 1994 — 1994
Italian Language and Literature
BeautiControl April 2012 - Present
East Brunswick Township September 2003 - Present
Goldman Sachs November 1999 - January 2002
Prudential Securities October 1996 - November 1999
Skills
Teaching, Tutoring, Research, Public Speaking, Curriculum Development, Editing, Event Planning, Sales, Microsoft Word, Nonprofits
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2002
Ithaca College 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Istituto Universitario di Lingue Moderne 1994 — 1994
Italian Language and Literature
ralph acampora's Prudential Securities Experience July 1990 - September 2005
Job Director of Technical Research at Altaira, Ltd.
Industry Financial Services
Experience
Altaira, Ltd. September 2009 - Present
Knight Capital Group October 2005 - September 2007
Prudential Securities July 1990 - September 2005
Education
Iona College
St. Joseph's Seminary
Altaira, Ltd. September 2009 - Present
Knight Capital Group October 2005 - September 2007
Prudential Securities July 1990 - September 2005
Education
Iona College
St. Joseph's Seminary
T. Randolph Noe, Jr.'s Prudential Securities Experience 1996 - 1999
Job Consultant
Industry Financial Services
Experience
Veterinary Start-Up 2011 - Present
Republic Bank/Manpower 2009 - 2012
Instant Tax Service 2007 - 2009
Horne for Congress 2005 - 2006
INVESCO 2000 - 2005
Stifel Nicolaus & Co. 1999 - 2000
Prudential Securities 1996 - 1999
Skills
Analysis, Start-ups, Finance, Risk Management, Competitive Analysis, Management, Portfolio Management, Investments, Due Diligence, Marketing
Education
Indiana University-Southeast 2011 — 2012
Postbacalaurette Certificate, Accounting
University of Louisville 1989 — 1996
Bachelor of Arts (B.A.), Economics
Veterinary Start-Up 2011 - Present
Republic Bank/Manpower 2009 - 2012
Instant Tax Service 2007 - 2009
Horne for Congress 2005 - 2006
INVESCO 2000 - 2005
Stifel Nicolaus & Co. 1999 - 2000
Prudential Securities 1996 - 1999
Skills
Analysis, Start-ups, Finance, Risk Management, Competitive Analysis, Management, Portfolio Management, Investments, Due Diligence, Marketing
Education
Indiana University-Southeast 2011 — 2012
Postbacalaurette Certificate, Accounting
University of Louisville 1989 — 1996
Bachelor of Arts (B.A.), Economics
Jeffrey Reeder's Prudential Securities Experience January 1989 - January 1991
Job Executive Director of Retail
Industry Retail
Experience
Choctaw Nation of Oklahoma August 2013 - October 2014
SAS Retail Merchandising 2012 - 2013
7-Eleven January 2005 - 2012
7-Eleven, Inc. January 2002 - January 2005
7-Eleven, Inc. January 1999 - January 2002
7-Eleven, Inc. January 1998 - January 1999
ZuZu Handmade Mexican January 1995 - January 1998
Bassett’s Original Turkey January 1991 - January 1995
Prudential Securities January 1989 - January 1991
Skills
Project Management, Account Management, Bookkeeping, Customer Service, Contractors, Entrepreneurship, Economics, Financial Risk, Food, General Ledger, HVAC, Kaizen, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, New Business Development, Contract Negotiation, Community Outreach, Problem Solving, Strategic Planning, PowerPoint, Writing, New Store Development, Inventory Management, Forecasting, Merchandising, Operations Management, Business Planning, Inventory Control, Profit, Cross-functional Team..., Store Management, Income Statement, Team Building, Grocery, Retail, Budgets, Sales, Coaching, P&L Management, Multi-unit, Franchising, P&L Responsibility, Strategy, Sales Management, Management, Start-ups, Time Management
Education
UNIVERSITY OF SCRANTON, GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master of Business Administration, Operations Management
Lynchburg College 1984 — 1988
Bachelor of Arts, English
Choctaw Nation of Oklahoma August 2013 - October 2014
SAS Retail Merchandising 2012 - 2013
7-Eleven January 2005 - 2012
7-Eleven, Inc. January 2002 - January 2005
7-Eleven, Inc. January 1999 - January 2002
7-Eleven, Inc. January 1998 - January 1999
ZuZu Handmade Mexican January 1995 - January 1998
Bassett’s Original Turkey January 1991 - January 1995
Prudential Securities January 1989 - January 1991
Skills
Project Management, Account Management, Bookkeeping, Customer Service, Contractors, Entrepreneurship, Economics, Financial Risk, Food, General Ledger, HVAC, Kaizen, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation, New Business Development, Contract Negotiation, Community Outreach, Problem Solving, Strategic Planning, PowerPoint, Writing, New Store Development, Inventory Management, Forecasting, Merchandising, Operations Management, Business Planning, Inventory Control, Profit, Cross-functional Team..., Store Management, Income Statement, Team Building, Grocery, Retail, Budgets, Sales, Coaching, P&L Management, Multi-unit, Franchising, P&L Responsibility, Strategy, Sales Management, Management, Start-ups, Time Management
Education
UNIVERSITY OF SCRANTON, GRADUATE SCHOOL OF BUSINESS 2010 — 2012
Master of Business Administration, Operations Management
Lynchburg College 1984 — 1988
Bachelor of Arts, English
Michele Manfredi's Prudential Securities Experience 1992 - 2001
Job Chief Financial Officer and Chief Compliance Officer at Morgens, Waterfall, Vintiadis & Company, Inc.
Industry Investment Management
Experience
Morgens, Waterfall, Vintiadis & Company, Inc. 2002 - Present
Prudential Securities 1992 - 2001
Prudential Financial 1992 - 2001
Ernst & Young 1979 - 1992
Skills
Finance, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Fund Of Funds, SEC filings, Fund Accounting, Private Equity, Treasury, Securities, Mutual Funds, Series 7, Investment Management, Equities, Management, Financial Analysis, Financial Services, Capital Markets, Investments, SEC Filings
Education
Long Island University-Rockland Campus 1987 — 1989
Master of Business Administration (MBA), FInance
Pace University - Lubin School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Morgens, Waterfall, Vintiadis & Company, Inc. 2002 - Present
Prudential Securities 1992 - 2001
Prudential Financial 1992 - 2001
Ernst & Young 1979 - 1992
Skills
Finance, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Fund Of Funds, SEC filings, Fund Accounting, Private Equity, Treasury, Securities, Mutual Funds, Series 7, Investment Management, Equities, Management, Financial Analysis, Financial Services, Capital Markets, Investments, SEC Filings
Education
Long Island University-Rockland Campus 1987 — 1989
Master of Business Administration (MBA), FInance
Pace University - Lubin School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Douglas A. kuhn's Prudential Securities Experience September 1990 - July 2002
Job Financial consultant at LPL Finanical
Industry Financial Services
Experience
LPL Finanical October 2012 - Present
RBC Wealth Management July 2002 - October 2012
Prudential Securities September 1990 - July 2002
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Securities, Investments, Strategic Financial..., Financial Advisory, Series 63, Financial Planning, Customer Service
Education
Oberlin College 1985 — 1985
Bachelor of Arts (B.A.) economics, Economics
Kenyon College 1981 — 1985
Bachelor of Arts (BA), Economics
LPL Finanical October 2012 - Present
RBC Wealth Management July 2002 - October 2012
Prudential Securities September 1990 - July 2002
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Securities, Investments, Strategic Financial..., Financial Advisory, Series 63, Financial Planning, Customer Service
Education
Oberlin College 1985 — 1985
Bachelor of Arts (B.A.) economics, Economics
Kenyon College 1981 — 1985
Bachelor of Arts (BA), Economics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation
First Union