Quick & Reilly
Description
Address: 11605 Haynes Bridge Rd, Alpharetta, GA 30009 Phone: (770) 576-0230: : : : : Hours: Place name: Category: : Website: Category: Professional Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Quick & Reilly Inc Posting publicly on the Web Write a review Reviews Be the first to review
Quick & Reilly List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Quick & Reilly. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Quick & Reilly Employees
Employee
Years
Job
Industry
Jennifer Gallup Jennifer Gallup's Quick & Reilly Experience May 2001 - September 2001
Job Supervisor III at Metropolitan Life Insurance Company
Industry Financial Services
Experience
Metropolitan Life Insurance Company September 2010 - Present
Metropolitan Life Insurance Company February 2010 - September 2010
Unemployed October 2009 - February 2010
The Hartford August 2006 - October 2009
The Hartford June 2005 - August 2006
The Hartford January 2000 - June 2005
Quick & Reilly May 2001 - September 2001
Skills
Operations Management, Customer Service..., Talent Management, Insurance, Call Center, Fixed Annuities, Series 6, Process Improvement, Relationship Management, Customer Service, Coaching, Business Analysis, Leadership, Change Management, Training, Training Delivery, Instructional Design, Business Continuity, Call Centers
Education
Saint Leo University 2012 — 2015
Masters of Science, Instructional Design
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts, Organizational Behavior and Leadership
Springfield Technical Community College 2003 — 2009
Associates, Business Administration
Metropolitan Life Insurance Company September 2010 - Present
Metropolitan Life Insurance Company February 2010 - September 2010
Unemployed October 2009 - February 2010
The Hartford August 2006 - October 2009
The Hartford June 2005 - August 2006
The Hartford January 2000 - June 2005
Quick & Reilly May 2001 - September 2001
Skills
Operations Management, Customer Service..., Talent Management, Insurance, Call Center, Fixed Annuities, Series 6, Process Improvement, Relationship Management, Customer Service, Coaching, Business Analysis, Leadership, Change Management, Training, Training Delivery, Instructional Design, Business Continuity, Call Centers
Education
Saint Leo University 2012 — 2015
Masters of Science, Instructional Design
University of Massachusetts, Amherst 2009 — 2012
Bachelor of Arts, Organizational Behavior and Leadership
Springfield Technical Community College 2003 — 2009
Associates, Business Administration
Kenneth Alan Gass Kenneth Alan Gass's Quick & Reilly Experience October 2002 - September 2004
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2009 - Present
SE Michigan Mensa May 2008 - April 2011
Smith Barney September 2004 - February 2009
Quick & Reilly October 2002 - September 2004
Morgan Stanley May 1999 - October 2002
Benjamin Moore & Co. 1977 - 1991
Skills
Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Retirement, Financial Advisory, Series 63, Asset Managment, Mutual Funds, Mergers & Acquisitions, Leadership, Alternative Investments, Investment Strategies, Finance, Strategic Financial..., Investment Advisory, FINRA, Wealth, Hedge Funds, 401k, Fixed Income, Series 24, Bonds, Securities, Estate Planning, IRAs, Series 65, Fixed Annuities, Financial Services, Separately Managed...
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Master of Management, Marketing, Finance
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
Riverside University High School ~ Milwaukee, WI 1964 — 1968
Diploma, College Prep
Wunderlich Securities March 2009 - Present
SE Michigan Mensa May 2008 - April 2011
Smith Barney September 2004 - February 2009
Quick & Reilly October 2002 - September 2004
Morgan Stanley May 1999 - October 2002
Benjamin Moore & Co. 1977 - 1991
Skills
Wealth Management, Series 7, Investments, Asset Management, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Retirement, Financial Advisory, Series 63, Asset Managment, Mutual Funds, Mergers & Acquisitions, Leadership, Alternative Investments, Investment Strategies, Finance, Strategic Financial..., Investment Advisory, FINRA, Wealth, Hedge Funds, 401k, Fixed Income, Series 24, Bonds, Securities, Estate Planning, IRAs, Series 65, Fixed Annuities, Financial Services, Separately Managed...
Education
Northwestern University - Kellogg School of Management 1986 — 1991
Master of Management, Marketing, Finance
University of Wisconsin-Madison 1968 — 1972
BA, Political Science
Riverside University High School ~ Milwaukee, WI 1964 — 1968
Diploma, College Prep
Amy L. Brotka Amy L. Brotka's Quick & Reilly Experience October 2002 - September 2004
Job Specializing in Value Optimization
Industry Program Development
Experience
Self-Employed/Community Volunteer/Open to New Opportunities April 2012 - Present
First Niagara Investment Services January 2011 - February 2012
First Niagara Investment Services May 2008 - January 2011
HSBC October 2006 - May 2008
Bank of America September 2004 - October 2006
Quick & Reilly October 2002 - September 2004
Skills
Strategy, Strategic Financial..., Leadership, Financial Services, Wealth Management, CRM, Business Development, Strategic Planning, Portfolio Management, Change Management, Team Building, Relationship Management, Retirement Planning, Coaching, Investments, Performance Management, Consulting, Commercial Banking, Insurance, Financial Advisory, Business Strategy, Financial Planning, Retail Banking, Talent Management, Market Research, Securities, Asset Management, Organizational..., Microsoft Office, On-boarding, Behavioral Finance, Mentoring, Culture Analysis, Business Networking, Senior Needs Planning, Presentation Development, Financial Diagnostics, Market Segmentation, Supervisory Experience, Sales Management, Managing Project Budgets, P&L Management, Fiduciary Services, Consultative Sales..., Sales Leadership..., Marketing Strategy, Program Development, Program Management, Business Planning, Public Speaking
Education
SUNY Empire State College
Bachelor's Degree, Business Management & Economics, 3.9 GPA
Self-Employed/Community Volunteer/Open to New Opportunities April 2012 - Present
First Niagara Investment Services January 2011 - February 2012
First Niagara Investment Services May 2008 - January 2011
HSBC October 2006 - May 2008
Bank of America September 2004 - October 2006
Quick & Reilly October 2002 - September 2004
Skills
Strategy, Strategic Financial..., Leadership, Financial Services, Wealth Management, CRM, Business Development, Strategic Planning, Portfolio Management, Change Management, Team Building, Relationship Management, Retirement Planning, Coaching, Investments, Performance Management, Consulting, Commercial Banking, Insurance, Financial Advisory, Business Strategy, Financial Planning, Retail Banking, Talent Management, Market Research, Securities, Asset Management, Organizational..., Microsoft Office, On-boarding, Behavioral Finance, Mentoring, Culture Analysis, Business Networking, Senior Needs Planning, Presentation Development, Financial Diagnostics, Market Segmentation, Supervisory Experience, Sales Management, Managing Project Budgets, P&L Management, Fiduciary Services, Consultative Sales..., Sales Leadership..., Marketing Strategy, Program Development, Program Management, Business Planning, Public Speaking
Education
SUNY Empire State College
Bachelor's Degree, Business Management & Economics, 3.9 GPA
Bryan Girardi Bryan Girardi's Quick & Reilly Experience October 2000 - October 2001
Job General Manager at Best Buy
Industry Retail
Experience
Best Buy May 2014 - Present
Best Buy September 2012 - Present
Best Buy June 2011 - October 2012
Best Buy June 2010 - June 2011
Best Buy April 2008 - June 2010
Best Buy April 2006 - April 2008
Best Buy April 2006 - October 2006
Best Buy October 2005 - April 2006
Quick & Reilly October 2000 - October 2001
Skills
P&L Responsibility, Team Building, Team Management, Sales Management, Customer Experience, Employee Engagement, People Skills, Customer Engagement, Integrity, Store Management, Loss Prevention, Profit, Multi-unit, Big Box, Customer Satisfaction, Driving Results, Inventory Control, Management, Customer Retention, Merchandising, Sales, Income Statement, P&L Management, Multi-Unit Management, Visual Merchandising, Store Operations, New Store Openings, Shrinkage, District Management, Planograms, Retail Sales, People Development, Associate Development, Hiring, Multi-channel Retail, New Store Development, Assortment, Inventory Management, Retail, P, P&L, Multi-Unit
Education
Ramapo College of NJ 1998 — 1999
Psychology
Daytona Beach Community College 1997 — 1998
Psychology
Best Buy May 2014 - Present
Best Buy September 2012 - Present
Best Buy June 2011 - October 2012
Best Buy June 2010 - June 2011
Best Buy April 2008 - June 2010
Best Buy April 2006 - April 2008
Best Buy April 2006 - October 2006
Best Buy October 2005 - April 2006
Quick & Reilly October 2000 - October 2001
Skills
P&L Responsibility, Team Building, Team Management, Sales Management, Customer Experience, Employee Engagement, People Skills, Customer Engagement, Integrity, Store Management, Loss Prevention, Profit, Multi-unit, Big Box, Customer Satisfaction, Driving Results, Inventory Control, Management, Customer Retention, Merchandising, Sales, Income Statement, P&L Management, Multi-Unit Management, Visual Merchandising, Store Operations, New Store Openings, Shrinkage, District Management, Planograms, Retail Sales, People Development, Associate Development, Hiring, Multi-channel Retail, New Store Development, Assortment, Inventory Management, Retail, P, P&L, Multi-Unit
Education
Ramapo College of NJ 1998 — 1999
Psychology
Daytona Beach Community College 1997 — 1998
Psychology
Jim Pasztor, MSF, MPAS, CFP Jim Pasztor, MSF, MPAS, CFP's Quick & Reilly Experience 1992 - 1999
Job VP of Academic Affairs at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning January 2007 - Present
Pasztor & Associates, Inc. June 1999 - Present
Quick & Reilly 1992 - 1999
Skills
Distance Learning, Higher Education, Teaching, Student Counseling, Public Speaking, Strategic Financial..., Asset Allocation, Leadership Development, Investments, Research, Coaching, Investment Strategies, Training, Mutual Funds, Wealth Management, Strategic Planning, Retaining Customers, Enrollment Management, Staff Development, Leadership, Educational Technology, Organizational..., Community Outreach, Wealth, E-Learning, Financial Advisory, Adult Education, Instructional Design, Analysis, Retirement Planning, Admissions, Career Development, Student Affairs, Management Consulting, Curriculum Design, Financial Analysis, Investment Management, Team Building, Career Counseling, Personal Finance, Portfolio Management, Investment Advisory, Financial Planners, Academic Administration, Academia, Faculty Development, Financial Planning
Education
College for Financial Planning 2007 — 2010
Master of Science in Finance (M.S.F.), Financial Analysis
College for Financial Planning 2001 — 2005
Master of Science (M.S.), Personal Financial Planning (MPAS)
The Catholic University of America 1976 — 1978
Bachelor of Music
Peabody Conservatory of Music 1974 — 1976
Music Education
College for Financial Planning January 2007 - Present
Pasztor & Associates, Inc. June 1999 - Present
Quick & Reilly 1992 - 1999
Skills
Distance Learning, Higher Education, Teaching, Student Counseling, Public Speaking, Strategic Financial..., Asset Allocation, Leadership Development, Investments, Research, Coaching, Investment Strategies, Training, Mutual Funds, Wealth Management, Strategic Planning, Retaining Customers, Enrollment Management, Staff Development, Leadership, Educational Technology, Organizational..., Community Outreach, Wealth, E-Learning, Financial Advisory, Adult Education, Instructional Design, Analysis, Retirement Planning, Admissions, Career Development, Student Affairs, Management Consulting, Curriculum Design, Financial Analysis, Investment Management, Team Building, Career Counseling, Personal Finance, Portfolio Management, Investment Advisory, Financial Planners, Academic Administration, Academia, Faculty Development, Financial Planning
Education
College for Financial Planning 2007 — 2010
Master of Science in Finance (M.S.F.), Financial Analysis
College for Financial Planning 2001 — 2005
Master of Science (M.S.), Personal Financial Planning (MPAS)
The Catholic University of America 1976 — 1978
Bachelor of Music
Peabody Conservatory of Music 1974 — 1976
Music Education
Lynn Doherty, CFP® Lynn Doherty, CFP®'s Quick & Reilly Experience December 2002 - June 2004
Job Assistant Vice President
Industry Financial Services
Experience
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
Richard Poveromo Richard Poveromo's Quick & Reilly Experience January 2000 - April 2004
Job Financial Advisor
Industry Financial Services
Experience
Strategic Wealth Management,LLC March 1990 - Present
Quick & Reilly January 2000 - April 2004
Summit Bank October 1997 - January 2000
Education
Rider University 1978 — 1983
Bachelor of Arts (BA)
Strategic Wealth Management,LLC March 1990 - Present
Quick & Reilly January 2000 - April 2004
Summit Bank October 1997 - January 2000
Education
Rider University 1978 — 1983
Bachelor of Arts (BA)
Christopher O'Gorman Christopher O'Gorman's Quick & Reilly Experience July 1989 - March 1998
Job Chief Operating Officer
Industry Financial Services
Experience
Various firms November 2012 - Present
Hold Brothers LLC October 2000 - September 2012
Republic Financial Services Corp March 1998 - February 2000
Quick & Reilly July 1989 - March 1998
Skills
Executive Management, Business Strategy, Electronic Trading, Electronic Trading..., Risk Management, Sales Management, Equity Trading, Trading Systems, Market Structure, Proprietary Trading, Execution Management..., Business Development, Hedge Funds, Market Data, Stock Exchanges, Capital Markets, Operations Management, Trade Support, Series 7, Series 24, Series 9, Series 10, Series 63, Series 4, Options, Trading, Stock Exchange, Financial Markets, Equities, Fixed Income, Financial Services, FINRA, Financial Risk, Bonds, Portfolio Management, Investment Banking, Commodity, FX Options, Strategy, Securities, Due Diligence, Market Making, ETFs, Investments, Alternative Investments, Finance, Prime Brokerage, Bloomberg, Equity Derivatives, Investment Management
Education
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Various firms November 2012 - Present
Hold Brothers LLC October 2000 - September 2012
Republic Financial Services Corp March 1998 - February 2000
Quick & Reilly July 1989 - March 1998
Skills
Executive Management, Business Strategy, Electronic Trading, Electronic Trading..., Risk Management, Sales Management, Equity Trading, Trading Systems, Market Structure, Proprietary Trading, Execution Management..., Business Development, Hedge Funds, Market Data, Stock Exchanges, Capital Markets, Operations Management, Trade Support, Series 7, Series 24, Series 9, Series 10, Series 63, Series 4, Options, Trading, Stock Exchange, Financial Markets, Equities, Fixed Income, Financial Services, FINRA, Financial Risk, Bonds, Portfolio Management, Investment Banking, Commodity, FX Options, Strategy, Securities, Due Diligence, Market Making, ETFs, Investments, Alternative Investments, Finance, Prime Brokerage, Bloomberg, Equity Derivatives, Investment Management
Education
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Audrey O'Shaughnessy's Quick & Reilly Experience September 2001 - June 2003
Job Founder, Chief Creative Officer (COO) at Panacea Skincare, LLC
Industry Retail
Experience
Panacea Products, LLC October 2012 - Present
Freelance Editing and Consulting February 2012 - September 2013
First Green Bank August 2011 - February 2012
Planned Parenthood Federation of America June 1994 - December 2010
Hanke & Co. Wealth Management July 2003 - August 2006
Quick & Reilly September 2001 - June 2003
Imperial Bank 1999 - 2001
Gayot Publications January 1999 - December 1999
Detour Magazine January 1998 - December 1998
Harvard University September 1994 - January 1998
Skills
Media Relations, Branding & Identity, Advertising, Public Relations, Copywriting, Event Planning, Project Planning, Google Adwords, Social Media, Marketing Communications, Social Media Marketing, Public Speaking, Online Advertising, Marketing Strategy, Marketing, Consulting, New Business Development, Microsoft Office, Wordpress, Strategic Planning, Adobe Creative Suite, Project Management, Photoshop, Graphic Design, Spanish, Fundraising, Press Releases, WordPress, Email Marketing
Education
San Francisco State University 2003 — 2005
Postbaccalaureate Studies, Organizational Psychology
Emerson College 1994 — 1998
BFA, Fine/Studio Arts, General
Emerson College 1994 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies, Dean's Scholar, Magna Cum Laude
National University of Ireland, Galway 1997 — 1997
Non Degree Study: Philosophy, Undergraduate Study Abroad Program
Panacea Products, LLC October 2012 - Present
Freelance Editing and Consulting February 2012 - September 2013
First Green Bank August 2011 - February 2012
Planned Parenthood Federation of America June 1994 - December 2010
Hanke & Co. Wealth Management July 2003 - August 2006
Quick & Reilly September 2001 - June 2003
Imperial Bank 1999 - 2001
Gayot Publications January 1999 - December 1999
Detour Magazine January 1998 - December 1998
Harvard University September 1994 - January 1998
Skills
Media Relations, Branding & Identity, Advertising, Public Relations, Copywriting, Event Planning, Project Planning, Google Adwords, Social Media, Marketing Communications, Social Media Marketing, Public Speaking, Online Advertising, Marketing Strategy, Marketing, Consulting, New Business Development, Microsoft Office, Wordpress, Strategic Planning, Adobe Creative Suite, Project Management, Photoshop, Graphic Design, Spanish, Fundraising, Press Releases, WordPress, Email Marketing
Education
San Francisco State University 2003 — 2005
Postbaccalaureate Studies, Organizational Psychology
Emerson College 1994 — 1998
BFA, Fine/Studio Arts, General
Emerson College 1994 — 1998
Bachelor of Arts (B.A.), Communication and Media Studies, Dean's Scholar, Magna Cum Laude
National University of Ireland, Galway 1997 — 1997
Non Degree Study: Philosophy, Undergraduate Study Abroad Program
Jordanna (Freedman) Kasander's Quick & Reilly Experience September 2001 - August 2004
Job Manager / Client Services for Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
Allegis Global Solutions for HSBC June 2013 - August 2015
Career Management Associates January 2012 - June 2013
Heritage Tours Private Travel February 2010 - January 2012
Career Management Associates September 2004 - February 2010
Quick & Reilly September 2001 - August 2004
Morgan Stanley May 1997 - September 2001
Skills
Relationship Development, Global Business..., Family Office, Event Management, Sales Management, New Business Development, Consulting, Executive Search, Inter-personal, Contract Recruitment, Financial Services, Talent Acquisition, Business Development, Team Building, Recruiting, Technical Recruiting, Financial Recruiting, Resume Writing, Sourcing, Career Management, Interviews, Management, Training, Risk Management, Cold Calling, Sales, Applicant Tracking..., Internet Recruiting, Permanent Placement, CRM, Temporary Placement, Screening Resumes, Benefits Negotiation, Negotiation, Networking, Temporary Staffing, Employee Benefits, Marketing, Human Resources, Talent Management, Screening, Finance, Employee Relations, Performance Management, Recruitment Advertising, College Recruiting, Leadership, Sales Process, Professional Services, Onboarding
Education
Massachusetts College of Liberal Arts 1990 — 1994
BS, Business Psychology
Credit Suisse August 2015 - Present
Allegis Global Solutions for HSBC June 2013 - August 2015
Career Management Associates January 2012 - June 2013
Heritage Tours Private Travel February 2010 - January 2012
Career Management Associates September 2004 - February 2010
Quick & Reilly September 2001 - August 2004
Morgan Stanley May 1997 - September 2001
Skills
Relationship Development, Global Business..., Family Office, Event Management, Sales Management, New Business Development, Consulting, Executive Search, Inter-personal, Contract Recruitment, Financial Services, Talent Acquisition, Business Development, Team Building, Recruiting, Technical Recruiting, Financial Recruiting, Resume Writing, Sourcing, Career Management, Interviews, Management, Training, Risk Management, Cold Calling, Sales, Applicant Tracking..., Internet Recruiting, Permanent Placement, CRM, Temporary Placement, Screening Resumes, Benefits Negotiation, Negotiation, Networking, Temporary Staffing, Employee Benefits, Marketing, Human Resources, Talent Management, Screening, Finance, Employee Relations, Performance Management, Recruitment Advertising, College Recruiting, Leadership, Sales Process, Professional Services, Onboarding
Education
Massachusetts College of Liberal Arts 1990 — 1994
BS, Business Psychology
Ken Manning, CWS Ken Manning, CWS's Quick & Reilly Experience 1996 - 1998
Job VP, Financial Products & Services at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
BB&T Scott & Stringfellow April 2012 - Present
Scott & Stringfellow 2007 - May 2012
Wachovia Securities 2002 - 2007
Wachovia Securities 2001 - 2002
First Union Securities 2000 - 2001
Learning Tree International 1998 - 2000
Quick & Reilly 1996 - 1998
Education
Wheeling Jesuit University 1988 — 1992
Bachelor of Science (BS), Criminal Justice
American University 1991 — 1991
Gonzaga College High School 1984 — 1988
OLGC (Our Lady of Good Counsel - Vienna, Va) 1978 — 1984
Patrick Hasselmann Patrick Hasselmann's Quick & Reilly Experience September 1998 - April 2005
Job VP CRMClient Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Apex Clearing August 2009 - July 2015
JPMorgan Chase/Bear Stearns April 2005 - July 2009
Quick & Reilly September 1998 - April 2005
Skills
Securities, Equities, Series 7, Risk Management, Fixed Income, Financial Services, Mutual Funds, Options, Investments
Education
Marist College 1994 — 1998
Bachelor of Business Administration (BBA)
Merrill Lynch August 2015 - Present
Apex Clearing August 2009 - July 2015
JPMorgan Chase/Bear Stearns April 2005 - July 2009
Quick & Reilly September 1998 - April 2005
Skills
Securities, Equities, Series 7, Risk Management, Fixed Income, Financial Services, Mutual Funds, Options, Investments
Education
Marist College 1994 — 1998
Bachelor of Business Administration (BBA)
Jeffrey Pupo's Quick & Reilly Experience January 2000 - May 2002
Job First Vice President UBS Wealth Management
Industry Financial Services
Experience
UBS May 2002 - Present
Quick & Reilly January 2000 - May 2002
Prudential Financial August 1999 - January 2000
Education
Lynn University 2010 — 2011
Bachelor of Science in Business Administration, Finance
Pope John Paul II, High School 1983 — 1987
High School
UBS May 2002 - Present
Quick & Reilly January 2000 - May 2002
Prudential Financial August 1999 - January 2000
Education
Lynn University 2010 — 2011
Bachelor of Science in Business Administration, Finance
Pope John Paul II, High School 1983 — 1987
High School
Michele Goldmeer Michele Goldmeer's Quick & Reilly Experience 2003 - 2004
Job Senior Vice President, Chief Wealth Management Counsel, RBS/ Citizens Financial Group
Industry Financial Services
Experience
RBS/ Citizens Financial Group June 2012 - Present
Bank of America Merrill Lynch 2003 - May 2012
Banc of America Investment Services 2003 - 2004
Quick & Reilly 2003 - 2004
Gruntal & Co. 2000 - 2003
Drinker Biddle & Reath LLP 1996 - 2000
Kelley Drye & Warren LLP 1989 - 1995
Bower & Gardner 1986 - 1988
Kings County District Attorney's Office 1984 - 1986
Skills
Securities Law, Litigation, FINRA, Privacy, Risk Management, Investments, Social Media, Investment Advisory, Electronic..., Marketing, Compliance, SEC, Securities Regulation, Financial Risk, Securities, Mutual Funds, Wealth Management, Financial Services, Due Diligence, Fixed Income, AML, Portfolio Management, KYC, Alternative Investments, Trading, Banking Law, Legal Compliance, Financial Regulation, Corporate Governance, Estate Planning, Asset Management, Equities, Structured Products, Broker-Dealer, Insurance, Investment Management, Mergers & Acquisitions, Banking, Options, Investment Banking, Privacy Law
Education
Emory School of Law 1981 — 1984
Juris Doctor
State University of New York at Albany 1977 — 1981
B.S., Finance and Economics, Cum Laude
RBS/ Citizens Financial Group June 2012 - Present
Bank of America Merrill Lynch 2003 - May 2012
Banc of America Investment Services 2003 - 2004
Quick & Reilly 2003 - 2004
Gruntal & Co. 2000 - 2003
Drinker Biddle & Reath LLP 1996 - 2000
Kelley Drye & Warren LLP 1989 - 1995
Bower & Gardner 1986 - 1988
Kings County District Attorney's Office 1984 - 1986
Skills
Securities Law, Litigation, FINRA, Privacy, Risk Management, Investments, Social Media, Investment Advisory, Electronic..., Marketing, Compliance, SEC, Securities Regulation, Financial Risk, Securities, Mutual Funds, Wealth Management, Financial Services, Due Diligence, Fixed Income, AML, Portfolio Management, KYC, Alternative Investments, Trading, Banking Law, Legal Compliance, Financial Regulation, Corporate Governance, Estate Planning, Asset Management, Equities, Structured Products, Broker-Dealer, Insurance, Investment Management, Mergers & Acquisitions, Banking, Options, Investment Banking, Privacy Law
Education
Emory School of Law 1981 — 1984
Juris Doctor
State University of New York at Albany 1977 — 1981
B.S., Finance and Economics, Cum Laude
Michael Prendergast Michael Prendergast's Quick & Reilly Experience February 1983 - October 2004
Job Managing Director, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2012 - Present
Ameriprise Financial October 2008 - May 2012
H&R Block Financial Advisors October 2004 - October 2008
Quick & Reilly February 1983 - October 2004
Education
Illinois State University 1981 — 1985
Ameriprise Financial June 2012 - Present
Ameriprise Financial October 2008 - May 2012
H&R Block Financial Advisors October 2004 - October 2008
Quick & Reilly February 1983 - October 2004
Education
Illinois State University 1981 — 1985
Chris Lapicki Chris Lapicki's Quick & Reilly Experience January 1995 - November 2000
Job Financial Aid Director seeking new team.
Industry Education Management
Experience
ECPI University December 2002 - July 2014
College Financial Services January 2000 - December 2002
Quick & Reilly January 1995 - November 2000
Alex Brown & Sons, Inc March 1994 - December 1995
Skills
Financial Aid..., Operations Management, Creative Problem Solving, Team Management, Employee Management, Employee Relations, Operational Efficiency, Employee Training, Employee Engagement, Student Financial Aid, Microsoft Office, Financial Reporting, Microsoft Excel, Goal-driven leader, Microsoft Word, FAFSA, Managerial Finance, Strategic Financial..., Financial Services, Certified Financial..., Series 7, Series 63, Account Management, Event Management, CampusVue, SAP Implementation, Title IV, Performance Appraisal, Performance Analysis, Retention Strategies, Creative Writer, Financial Analysis, Leadership, Change Management, Customer Service, Research, Analysis, Business Strategy, Teaching, PowerPoint, Public Speaking, Management, Budgets, Strategic Planning, Coaching
Education
Towson University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
ECPI University December 2002 - July 2014
College Financial Services January 2000 - December 2002
Quick & Reilly January 1995 - November 2000
Alex Brown & Sons, Inc March 1994 - December 1995
Skills
Financial Aid..., Operations Management, Creative Problem Solving, Team Management, Employee Management, Employee Relations, Operational Efficiency, Employee Training, Employee Engagement, Student Financial Aid, Microsoft Office, Financial Reporting, Microsoft Excel, Goal-driven leader, Microsoft Word, FAFSA, Managerial Finance, Strategic Financial..., Financial Services, Certified Financial..., Series 7, Series 63, Account Management, Event Management, CampusVue, SAP Implementation, Title IV, Performance Appraisal, Performance Analysis, Retention Strategies, Creative Writer, Financial Analysis, Leadership, Change Management, Customer Service, Research, Analysis, Business Strategy, Teaching, PowerPoint, Public Speaking, Management, Budgets, Strategic Planning, Coaching
Education
Towson University 1994 — 1998
Bachelor of Arts (B.A.), Finance, General
Stephen Beam Stephen Beam's Quick & Reilly Experience July 1994 - December 2004
Job Owner, Regency Financial Group, LLC
Industry Financial Services
Experience
Regency Financial Group, LLC 2008 - Present
Quick & Reilly July 1994 - December 2004
Skills
Financial Planning, Wealth Management, Investment Advisory, Portfolio Management, Financial Services, Long Term Care Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Income, Financial Goals, Fixed Annuities, Finance, Life Insurance, Wealth Management..., Personal Finance
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Arts, Economics, cum laude
Northeastern University 1985 — 1987
Economics
Regency Financial Group, LLC 2008 - Present
Quick & Reilly July 1994 - December 2004
Skills
Financial Planning, Wealth Management, Investment Advisory, Portfolio Management, Financial Services, Long Term Care Insurance, Asset Management, Retirement Planning, Strategic Financial..., Mutual Funds, Fixed Income, Financial Goals, Fixed Annuities, Finance, Life Insurance, Wealth Management..., Personal Finance
Education
University of Massachusetts, Amherst 1988 — 1991
Bachelor of Arts, Economics, cum laude
Northeastern University 1985 — 1987
Economics
Brian D. Haas Brian D. Haas's Quick & Reilly Experience July 2002 - August 2003
Job Investment Portfolio Manager at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank August 2003 - Present
Quick & Reilly July 2002 - August 2003
Fidelity Investments March 1990 - December 2001
Barnett Banks, Inc. January 1983 - May 1989
Skills
Investments, Compliance, Portfolio Management, Trading, Fixed Income, Bonds, Asset Management, Series 7, Securities, Customer Relations, Insurance, Mutual Funds, FINRA, Problem Solving, Wealth Management, Capital Markets, Team Building, Customer Service, Sales Management, Microsoft Office, Bloomberg, Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management...
Education
Auburn University 1977 — 1982
B.S., Finance
Mountain Lakes High School 1973 — 1977
SunTrust Bank August 2003 - Present
Quick & Reilly July 2002 - August 2003
Fidelity Investments March 1990 - December 2001
Barnett Banks, Inc. January 1983 - May 1989
Skills
Investments, Compliance, Portfolio Management, Trading, Fixed Income, Bonds, Asset Management, Series 7, Securities, Customer Relations, Insurance, Mutual Funds, FINRA, Problem Solving, Wealth Management, Capital Markets, Team Building, Customer Service, Sales Management, Microsoft Office, Bloomberg, Financial Services, Strategic Financial..., Investment Advisory, Investment Management, Financial Advisory, Alternative Investments, Investment Strategies, Asset Allocation, Wealth Management...
Education
Auburn University 1977 — 1982
B.S., Finance
Mountain Lakes High School 1973 — 1977
Michael J. Evanoff, CFP® Michael J. Evanoff, CFP®'s Quick & Reilly Experience June 2001 - October 2004
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investment Services, Inc. October 2004 - February 2009
Quick & Reilly June 2001 - October 2004
Skills
Asset Management, Wealth, Mutual Funds, Financial Planners, Securities, Insurance, Financial Planning, Financial Advisory, Retirement Planning, Series 7, Portfolio Management, Wealth Management, Estate Planning, Series 63, Investments, Finance, Series 24
Education
University of Pittsburgh 1989 — 1993
Bachelor of Arts (B.A.), Business/Political Science, Accounting Certificate
Oglethorpe University
CFP® Certification education program
Ameriprise Financial Services, Inc. February 2009 - Present
Banc of America Investment Services, Inc. October 2004 - February 2009
Quick & Reilly June 2001 - October 2004
Skills
Asset Management, Wealth, Mutual Funds, Financial Planners, Securities, Insurance, Financial Planning, Financial Advisory, Retirement Planning, Series 7, Portfolio Management, Wealth Management, Estate Planning, Series 63, Investments, Finance, Series 24
Education
University of Pittsburgh 1989 — 1993
Bachelor of Arts (B.A.), Business/Political Science, Accounting Certificate
Oglethorpe University
CFP® Certification education program
Dominick Cristofaro, CRPC® Dominick Cristofaro, CRPC®'s Quick & Reilly Experience December 1996 - May 1998
Job Senior Finance Manager Treasury at District School Board of Pasco County
Industry Financial Services
Experience
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
District School Board of Pasco County March 2014 - Present
AGA Financial, LLC August 2013 - March 2015
The Harwood Financial Group May 2013 - August 2013
USAA May 2011 - May 2013
Merrill Lynch September 2009 - May 2011
Virtus Investment Partners November 2006 - July 2008
Samuel A. Ramirez & Co., Inc May 2005 - October 2006
City of Hartford - Office of the Treasurer January 1999 - May 2005
Tower Square Securities, Inc May 1998 - January 1999
Quick & Reilly December 1996 - May 1998
Skills
Mutual Funds, Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Retirement Planning, Asset Allocation, Manager Selection, Financial Advisory, Asset Managment, Investment Strategies, Securities, Retirement, Pensions, Financial Services, Due Diligence, Estate Planning, Strategic Financial..., Investment Management, Fixed Income, Bonds, Series 63, Series 7, Hedge Funds, Wealth Management, Analysis, Financial Planners, Life Insurance, Uniform Combined State..., Wealth Preservation..., Series 65, Investment Advisory, Wealth Management..., Insurance, Financial Planning
Education
University of Hartford 1996 — 1999
Master of Business Administration (MBA), Business Administration
The University of Connecticut 1987 — 1992
BS, Business Management
Richard Klink Richard Klink's Quick & Reilly Experience May 1998 - June 2001
Job Associate Broker at Berkshire Hathaway Home Services CNY Realty (formerly Prudential CNY)
Industry Marketing and Advertising
Experience
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Berkshire Hathaway Home Services CNY Realty February 2010 - Present
Berkshire Hathaway Home Services CNY Realty February 2003 - Present
Quick & Reilly May 1998 - June 2001
Fleet Financial Group 2000 - 2001
New York Life May 1996 - May 1998
New York Life 1994 - 1996
Skills
Real Estate, Sellers, Referrals, Investment Properties, Real Estate Transactions, Marketing, Selling, Residential Homes, Investors, New Home Sales, Listings, Townhomes
Education
Syracuse University
BA, Economics
Sandy Baez Sandy Baez's Quick & Reilly Experience 1993 - 1996
Job AVP;Design & Build Windows Server Team at Bank of America
Industry Financial Services
Experience
Bank of America June 2002 - Present
Banc of America Merrill Lynch 2002 - Present
Fleet Securities June 1996 - September 2002
US. Clearing Corp. June 1993 - June 1996
Quick & Reilly 1993 - 1996
Education
Borough of Manhattan Community College 1993 — 1996
Bank of America June 2002 - Present
Banc of America Merrill Lynch 2002 - Present
Fleet Securities June 1996 - September 2002
US. Clearing Corp. June 1993 - June 1996
Quick & Reilly 1993 - 1996
Education
Borough of Manhattan Community College 1993 — 1996
Joe Carmichiel Joe Carmichiel's Quick & Reilly Experience April 1993 - February 2001
Job Internal Retirement Plan Wholesaler
Industry Human Resources
Experience
Paychex 2006 - Present
Quick & Reilly April 1993 - February 2001
Education
University of Rochester 2000 — 2001
M.S., Education
State University of New York College at Brockport 1986 — 1990
BS, Marketing Communication
Paychex 2006 - Present
Quick & Reilly April 1993 - February 2001
Education
University of Rochester 2000 — 2001
M.S., Education
State University of New York College at Brockport 1986 — 1990
BS, Marketing Communication
Brian Lee Stoner, CFA, CMT's Quick & Reilly Experience November 2001 - April 2003
Job Financial Markets Professional
Industry Information Technology and Services
Experience
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Zacks Investment Research November 2014 - Present
Thomson Reuters February 2009 - September 2014
optionsXpress March 2008 - February 2009
TradeStation Securities October 2003 - September 2007
Wachovia Securities Financial Network April 2003 - October 2003
Quick & Reilly November 2001 - April 2003
Prudential Financial June 2000 - July 2001
Merrill Lynch November 1996 - March 2000
Education
Florida State University - College of Business
BS, Finance
Patrick Morin, CAIA Patrick Morin, CAIA's Quick & Reilly Experience 1990 - 1992
Job Institutional Equities
Industry Financial Services
Experience
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Citi August 2014 - Present
Merrill Lynch July 2012 - July 2014
Feingold O'Keeffe Capital, LLC September 2007 - March 2012
K Capital Partners March 2006 - July 2007
UBS Investment Bank July 2005 - March 2006
Morgan Stanley June 1994 - July 2005
Quick & Reilly 1990 - 1992
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Investor Relations, Prime Brokerage, Institutional Investors, Wealth Management, Institutional..., Equities, Asset Management, Securities, Investment Management, Investment Banking, Funding, Capital Markets, Financial Services, Fixed Income, Series 7, Due Diligence, Asset Allocation, Finance, Wealth Management..., Investments, Strategy, Sales Management
Education
Loyola University Maryland 1990 — 1994
BBA, Finance
Paramus Catholic High School 1986 — 1990
Jamila Nelson-Sullins, MPA Jamila Nelson-Sullins, MPA's Quick & Reilly Experience January 1999 - February 2000
Job Social Insurance Specialist
Industry Human Resources
Experience
Social Security Administration June 2014 - Present
WageWorks September 2011 - June 2014
Verizon Business February 2000 - October 2010
Quick & Reilly January 1999 - February 2000
Skills
Customer Retention, Call Centers, Customer Satisfaction, Customer Experience, Customer Service, Training, Account Management, Salesforce.com, Team Leadership, Sales, Direct Sales, Team Building, Leadership, Sales Operations, Telecommunications, Cold Calling, Sales Process, CRM, Networking, Vendor Management, Time Management, B2B, Recruiting, Selling, Employee Training, Team Management, Management, Strategy, Operations Management, Coaching, Human Resources, Process Improvement, Hiring, Performance Management, Business Development, Outsourcing, Building Relationships, Interviews, Forecasting, Workforce Management, Sourcing, Employee Benefits, Employee Relations, Telemarketing, Teamwork, Cross-functional Team..., Business, Talent Acquisition, Consulting, Analysis
Education
University of Phoenix 2010 — 2012
Master, Public Administration
Metropolitan College of New York - School of Business 2001 — 2004
Bachelor's, Business Administration
Boys and Girls High School 1991 — 1995
Diploma, General Education
Social Security Administration June 2014 - Present
WageWorks September 2011 - June 2014
Verizon Business February 2000 - October 2010
Quick & Reilly January 1999 - February 2000
Skills
Customer Retention, Call Centers, Customer Satisfaction, Customer Experience, Customer Service, Training, Account Management, Salesforce.com, Team Leadership, Sales, Direct Sales, Team Building, Leadership, Sales Operations, Telecommunications, Cold Calling, Sales Process, CRM, Networking, Vendor Management, Time Management, B2B, Recruiting, Selling, Employee Training, Team Management, Management, Strategy, Operations Management, Coaching, Human Resources, Process Improvement, Hiring, Performance Management, Business Development, Outsourcing, Building Relationships, Interviews, Forecasting, Workforce Management, Sourcing, Employee Benefits, Employee Relations, Telemarketing, Teamwork, Cross-functional Team..., Business, Talent Acquisition, Consulting, Analysis
Education
University of Phoenix 2010 — 2012
Master, Public Administration
Metropolitan College of New York - School of Business 2001 — 2004
Bachelor's, Business Administration
Boys and Girls High School 1991 — 1995
Diploma, General Education
Sean Gerbi Sean Gerbi's Quick & Reilly Experience August 2002 - April 2004
Job Sales Operations Specialist at Blue Cross & Blue Shield of Rhode Island
Industry Financial Services
Experience
Blue Cross & Blue Shield of Rhode Island October 2013 - Present
MetLife May 2008 - October 2013
MetLife May 2008 - October 2013
Banc of America Investment Services, Inc April 2004 - May 2008
Banc of America Investment Services, Inc April 2004 - May 2008
Quick & Reilly August 2002 - April 2004
Fleet Bank May 2000 - August 2002
Skills
Management, Marketing Strategy, Technical Support, Sales, Strategic Financial..., Troubleshooting, Access, Microsoft Office, Strategy, Insurance, Project Management, Retirement Planning, Outlook, Leadership, Financial Services, Customer Service, Business Process, E-commerce, Microsoft Excel, System Administration, Employee Benefits, Adobe Acrobat, Operating Systems, Life Insurance
Education
Waynesburg University
Bachelor of Arts, Criminal Justice Administration
Providence College 1993 — 1995
Liberal Arts
Blue Cross & Blue Shield of Rhode Island October 2013 - Present
MetLife May 2008 - October 2013
MetLife May 2008 - October 2013
Banc of America Investment Services, Inc April 2004 - May 2008
Banc of America Investment Services, Inc April 2004 - May 2008
Quick & Reilly August 2002 - April 2004
Fleet Bank May 2000 - August 2002
Skills
Management, Marketing Strategy, Technical Support, Sales, Strategic Financial..., Troubleshooting, Access, Microsoft Office, Strategy, Insurance, Project Management, Retirement Planning, Outlook, Leadership, Financial Services, Customer Service, Business Process, E-commerce, Microsoft Excel, System Administration, Employee Benefits, Adobe Acrobat, Operating Systems, Life Insurance
Education
Waynesburg University
Bachelor of Arts, Criminal Justice Administration
Providence College 1993 — 1995
Liberal Arts
Tiffany L Stewart Tiffany L Stewart's Quick & Reilly Experience 2000 - 2001
Job Payroll Specialist at Lab49
Industry Banking
Experience
Lab49 June 2014 - Present
Martha Stewart Living Omnimedia October 2013 - May 2014
rag & bone February 2013 - July 2013
New York, New York July 2012 - February 2013
Goldman Sachs 2005 - 2012
sanofi-aventis 2001 - 2005
Young & Rubicam May 1997 - December 2004
Quick & Reilly 2000 - 2001
HELP USA 1994 - 1996
Skills
Payroll, ADP Payroll, Multi-state Payroll..., Payroll Analysis, Payroll Conversions, Problem Solving, Customer Service, Train Staff, Onboarding, Employee Benefits, Account Reconciliation, Accounts Payable, Payroll Management, Benefits Administration, ADP ReportSmith, Garnishments, 401k, Bonuses, Detailed Organization, Highly Detailed, Process Improvement, Sarbanes-Oxley Act, Employee Relations, Employee Training, Employees, HRIS, Compensation & Benefit, PeopleSoft, Performance Management, Human Resources, Deferred Compensation, HR Policies, Business Process..., New Hire Orientations, Applicant Tracking..., Finance, Interviews, Journal Entries, Training, Resume Writing, Conflict Resolution, Access, College Recruiting, Change Management, Employee Engagement, Executive Pay, HR Consulting, Hiring, Kronos, Lotus Notes
Education
CUNY York College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Albany 1988 — 1989
Lab49 June 2014 - Present
Martha Stewart Living Omnimedia October 2013 - May 2014
rag & bone February 2013 - July 2013
New York, New York July 2012 - February 2013
Goldman Sachs 2005 - 2012
sanofi-aventis 2001 - 2005
Young & Rubicam May 1997 - December 2004
Quick & Reilly 2000 - 2001
HELP USA 1994 - 1996
Skills
Payroll, ADP Payroll, Multi-state Payroll..., Payroll Analysis, Payroll Conversions, Problem Solving, Customer Service, Train Staff, Onboarding, Employee Benefits, Account Reconciliation, Accounts Payable, Payroll Management, Benefits Administration, ADP ReportSmith, Garnishments, 401k, Bonuses, Detailed Organization, Highly Detailed, Process Improvement, Sarbanes-Oxley Act, Employee Relations, Employee Training, Employees, HRIS, Compensation & Benefit, PeopleSoft, Performance Management, Human Resources, Deferred Compensation, HR Policies, Business Process..., New Hire Orientations, Applicant Tracking..., Finance, Interviews, Journal Entries, Training, Resume Writing, Conflict Resolution, Access, College Recruiting, Change Management, Employee Engagement, Executive Pay, HR Consulting, Hiring, Kronos, Lotus Notes
Education
CUNY York College 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Albany 1988 — 1989
Lisa Moltisanti-Innocenti Lisa Moltisanti-Innocenti's Quick & Reilly Experience 1998 - 2000
Job Brokerage Operations Analyst at Fidelity National Financial
Industry Financial Services
Experience
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
Daniel Hatch Daniel Hatch's Quick & Reilly Experience April 2002 - August 2003
Job Freelance Writer
Industry Writing and Editing
Experience
Terra Nova Financial February 2004 - November 2010
Bank One Securities August 2003 - February 2004
Quick & Reilly April 2002 - August 2003
TD Waterhouse 2000 - 2001
Skills
Financial Risk, Equities, Options, Trading, Securities, Trading Systems, Series 7, Risk Management, Investments
Education
Iowa State University 1987 — 1992
B.S., History and English
Terra Nova Financial February 2004 - November 2010
Bank One Securities August 2003 - February 2004
Quick & Reilly April 2002 - August 2003
TD Waterhouse 2000 - 2001
Skills
Financial Risk, Equities, Options, Trading, Securities, Trading Systems, Series 7, Risk Management, Investments
Education
Iowa State University 1987 — 1992
B.S., History and English
H. John Parunak MBA, CFP®, CRPC® H. John Parunak MBA, CFP®, CRPC®'s Quick & Reilly Experience 2000 - 2004
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting June 2005 - Present
Banc of America Investments September 2000 - November 2004
Banc of America Investment Services 2000 - 2004
Quick & Reilly 2000 - 2004
Bank of America 2000 - 2004
Fleet Bank of Boston 1991 - 1996
Skills
Retirement, Mutual Funds, Financial Advisory, Estate Planning, Wealth, Insurance, Investments, Financial Services, Strategy, Small Business, Fixed Annuities, Strategic Planning, Wealth Management, Series 7, Finance
Education
Saint John's University 1979 — 1980
AP, Finance
Fairleigh Dickinson University 1975 — 1977
MBA, Marketing
Rutgers University-New Brunswick 1969 — 1973
BA, Liberal Arts
Sagemark Consulting June 2005 - Present
Banc of America Investments September 2000 - November 2004
Banc of America Investment Services 2000 - 2004
Quick & Reilly 2000 - 2004
Bank of America 2000 - 2004
Fleet Bank of Boston 1991 - 1996
Skills
Retirement, Mutual Funds, Financial Advisory, Estate Planning, Wealth, Insurance, Investments, Financial Services, Strategy, Small Business, Fixed Annuities, Strategic Planning, Wealth Management, Series 7, Finance
Education
Saint John's University 1979 — 1980
AP, Finance
Fairleigh Dickinson University 1975 — 1977
MBA, Marketing
Rutgers University-New Brunswick 1969 — 1973
BA, Liberal Arts
Charles Maloney CMFC Charles Maloney CMFC's Quick & Reilly Experience January 1984 - January 1998
Job Partner, AP&T
Industry Venture Capital & Private Equity
Experience
AP&T April 2009 - Present
Sandhill Investment Management July 2004 - April 2009
Banc of America Investments October 2003 - July 2004
Quick & Relly/Fleet Bank January 1998 - October 2003
Quick & Reilly January 1984 - January 1998
Skills
Leadership, Management, Financial Services, Series 7, Marketing, Sales, Sales Management, Small Business, Investments, Securities, Financial Advisory
Education
St. Lawrence University 1974 — 1977
University School 1961 — 1973
AP&T April 2009 - Present
Sandhill Investment Management July 2004 - April 2009
Banc of America Investments October 2003 - July 2004
Quick & Relly/Fleet Bank January 1998 - October 2003
Quick & Reilly January 1984 - January 1998
Skills
Leadership, Management, Financial Services, Series 7, Marketing, Sales, Sales Management, Small Business, Investments, Securities, Financial Advisory
Education
St. Lawrence University 1974 — 1977
University School 1961 — 1973
Sandy Baez Sandy Baez's Quick & Reilly Experience June 1994 - July 1999
Job Vice President Windows System Engineer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 1994 - Present
Bank of America July 2003 - August 2010
Fleet Securities June 1999 - July 2003
Quick & Reilly June 1994 - July 1999
Quick & Reilly June 1993 - 1996
US Clearing Corp June 1993 - 1994
Skills
Windows Server, Network Architecture, Windows System..., Systems Engineering, System Architecture, System Design, Team Leadership, Active Directory, Integration, Enterprise Architecture, Security, System Deployment, Disaster Recovery, Information Security, Production Support, Data Center, Vendor Management, Risk Management, IT Strategy, Business Analysis, SDLC, Program Management, IT Management, ITIL
Education
BMCC
Bachelor of Science (BS)
DeVry University
Bank of America Merrill Lynch June 1994 - Present
Bank of America July 2003 - August 2010
Fleet Securities June 1999 - July 2003
Quick & Reilly June 1994 - July 1999
Quick & Reilly June 1993 - 1996
US Clearing Corp June 1993 - 1994
Skills
Windows Server, Network Architecture, Windows System..., Systems Engineering, System Architecture, System Design, Team Leadership, Active Directory, Integration, Enterprise Architecture, Security, System Deployment, Disaster Recovery, Information Security, Production Support, Data Center, Vendor Management, Risk Management, IT Strategy, Business Analysis, SDLC, Program Management, IT Management, ITIL
Education
BMCC
Bachelor of Science (BS)
DeVry University
Roger Moss's Quick & Reilly Experience 1991 - 2001
Job Complex Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2008 - Present
Banc of America Investment Services, Inc. July 1991 - November 2008
Quick & Reilly 1991 - 2001
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance / Management
Lehigh University 1986 — 1991
Bachelor's degree, Finance and Computer Science
Pascack Valley High School 1982 — 1986
Ameriprise Financial Services, Inc. December 2008 - Present
Banc of America Investment Services, Inc. July 1991 - November 2008
Quick & Reilly 1991 - 2001
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance / Management
Lehigh University 1986 — 1991
Bachelor's degree, Finance and Computer Science
Pascack Valley High School 1982 — 1986
Oscar Tirado, MSEd's Quick & Reilly Experience 2002 - 2004
Job Learning Consultant at Bank of America Global Banking and Markets
Industry Financial Services
Experience
Bank of America - Global Banking and Markets July 2011 - Present
Bank of America January 2007 - June 2011
Banc of America Investments January 2005 - June 2011
Bank of America 2000 - 2008
Quick & Reilly 2002 - 2004
Skills
Performance Consulting, E-learning, Consultative Selling, Investment Products, Coaching, Performance Improvement, Banking, Supervisory Skills, Instructional Design, Needs Analysis, Process Improvement, Change Management, Team Building, Staff Development, Organizational..., Sales Management, Organizational..., Mentoring, Investments, Public Speaking, PowerPoint, Series 7, Curriculum Creation, Assessment Development, Instructor-led Training, Job Aids, Reference Manuals, Training Guides, ILT, ADDIE, Experiential Training, E-Learning, Training, Curriculum Design, Training Delivery, Training Manuals, Learning Management, Employee Training, Leadership Development, Learning Management..., Captivate, Blended Learning, Team Leadership, Workshop Facilitation, Succession Planning
Education
Capella University 2008 — 2010
MS, Training and Performance Improvement
Capella University 2006 — 2007
BS, Business Administration
Bank of America - Global Banking and Markets July 2011 - Present
Bank of America January 2007 - June 2011
Banc of America Investments January 2005 - June 2011
Bank of America 2000 - 2008
Quick & Reilly 2002 - 2004
Skills
Performance Consulting, E-learning, Consultative Selling, Investment Products, Coaching, Performance Improvement, Banking, Supervisory Skills, Instructional Design, Needs Analysis, Process Improvement, Change Management, Team Building, Staff Development, Organizational..., Sales Management, Organizational..., Mentoring, Investments, Public Speaking, PowerPoint, Series 7, Curriculum Creation, Assessment Development, Instructor-led Training, Job Aids, Reference Manuals, Training Guides, ILT, ADDIE, Experiential Training, E-Learning, Training, Curriculum Design, Training Delivery, Training Manuals, Learning Management, Employee Training, Leadership Development, Learning Management..., Captivate, Blended Learning, Team Leadership, Workshop Facilitation, Succession Planning
Education
Capella University 2008 — 2010
MS, Training and Performance Improvement
Capella University 2006 — 2007
BS, Business Administration
Dean Urbanski Dean Urbanski's Quick & Reilly Experience September 2000 - November 2003
Job VP, National Sales Manager, BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors, A part of BMO Financial Group July 2011 - Present
M&I Financial Advisors May 2007 - July 2011
M&I Financial Advisors November 2003 - May 2007
Quick & Reilly September 2000 - November 2003
Quick & Reilly January 1990 - September 2000
Quick & Reilly August 1987 - January 1990
Skills
Management, Sales Management, Financial Services, Leadership, Strategic Financial..., Retirement, Insurance, Wealth Management, Marketing, Finance, Retirement Planning, Investments, Risk Management, Portfolio Management, Strategy, Banking, Financial Planning, Guaranteed Lifetime..., Mutual Funds
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Business
Illinois State University 1983 — 1986
BS, Business & Economics
BMO Harris Financial Advisors, A part of BMO Financial Group July 2011 - Present
M&I Financial Advisors May 2007 - July 2011
M&I Financial Advisors November 2003 - May 2007
Quick & Reilly September 2000 - November 2003
Quick & Reilly January 1990 - September 2000
Quick & Reilly August 1987 - January 1990
Skills
Management, Sales Management, Financial Services, Leadership, Strategic Financial..., Retirement, Insurance, Wealth Management, Marketing, Finance, Retirement Planning, Investments, Risk Management, Portfolio Management, Strategy, Banking, Financial Planning, Guaranteed Lifetime..., Mutual Funds
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Business
Illinois State University 1983 — 1986
BS, Business & Economics
Charles Northrup Charles Northrup's Quick & Reilly Experience September 2000 - October 2004
Job Reg Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
BANC OF AMERICA INVESTMENT SERVICES, INC October 2004 - October 2009
Quick & Reilly September 2000 - October 2004
Fleet Securities March 2001 - January 2002
BANKBOSTON INVESTOR SERVICES, INC. March 1997 - September 2000
BankBoston Insurance Agency January 1999 - August 2000
Boston 1784 Funds March 1997 - August 2000
BayBank, NA August 1995 - March 1997
Skills
Vendor Management, Credit, Risk Management, Business Analysis, Call Centers, Loans, Securities, Retail Banking, Asset Management, Mortgage Lending, Finance, Leadership, Series 63, Investment Banking, Wealth Management, Financial Risk, Project Management, Credit Analysis, Microsoft Excel, Derivatives, Banking
Education
Salem State University
Bachelor of Science (BS), Business Administration and Management, General
New England College of Business and Finance
Malden Catholic
Merrill Lynch October 2009 - Present
BANC OF AMERICA INVESTMENT SERVICES, INC October 2004 - October 2009
Quick & Reilly September 2000 - October 2004
Fleet Securities March 2001 - January 2002
BANKBOSTON INVESTOR SERVICES, INC. March 1997 - September 2000
BankBoston Insurance Agency January 1999 - August 2000
Boston 1784 Funds March 1997 - August 2000
BayBank, NA August 1995 - March 1997
Skills
Vendor Management, Credit, Risk Management, Business Analysis, Call Centers, Loans, Securities, Retail Banking, Asset Management, Mortgage Lending, Finance, Leadership, Series 63, Investment Banking, Wealth Management, Financial Risk, Project Management, Credit Analysis, Microsoft Excel, Derivatives, Banking
Education
Salem State University
Bachelor of Science (BS), Business Administration and Management, General
New England College of Business and Finance
Malden Catholic
Anne (Raymond) Ford Anne (Raymond) Ford's Quick & Reilly Experience 1985 - 2012
Job Registered Client Associate at Bank of America Merrill Lynch Wealth Management
Industry Financial Services
Experience
Bank of America Merrill Lynch Wealth Management January 1985 - Present
Fleet Bank 1985 - 2012
Shawmut Bank 1985 - 2012
Bank of America Investment Services (BAI) 1985 - 2012
Quick & Reilly 1985 - 2012
Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning
Education
Becker College
Associate's degree
Woonsocket High School
Bank of America Merrill Lynch Wealth Management January 1985 - Present
Fleet Bank 1985 - 2012
Shawmut Bank 1985 - 2012
Bank of America Investment Services (BAI) 1985 - 2012
Quick & Reilly 1985 - 2012
Skills
S7 & S66 Licensed, FINRA, Investments, Wealth Management, Office Administration, Compliance, Meeting Planning, Portfolio Management, Series 63, Series 7, Banking, Series 65, Mutual Funds, Strategic Financial..., Uniform Combined State..., Financial Services, Securities, Asset Allocation, Financial Planning, Retirement Planning
Education
Becker College
Associate's degree
Woonsocket High School
Michelle Thomas Reid Michelle Thomas Reid's Quick & Reilly Experience March 2000 - December 2004
Job Owner, Wealth Advisor, Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management September 2006 - Present
Investors Capital Corporation 2006 - Present
Quick & Reilly March 2000 - December 2004
FISCO Equity 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Inheritance Tax Planning, Estate Tax Planning, Retirement Savings, Qualified Retirement..., Charitable Gift Planning, Financial Advisory, Financial Services
Education
Salem State University 1988 — 2004
Legacy Wealth Management September 2006 - Present
Investors Capital Corporation 2006 - Present
Quick & Reilly March 2000 - December 2004
FISCO Equity 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Retirement, Mutual Funds, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Inheritance Tax Planning, Estate Tax Planning, Retirement Savings, Qualified Retirement..., Charitable Gift Planning, Financial Advisory, Financial Services
Education
Salem State University 1988 — 2004
Ed McChesney Ed McChesney's Quick & Reilly Experience December 1994 - February 1997
Job Benefits Specialist at ACS, INC., Cherry Hill, NJ 08003
Industry Human Resources
Experience
ACS Healthcare Solutions September 2010 - December 2010
Jackson Hewitt January 2005 - February 2008
LNB Commercial Capital 2006 - 2006
LNB Commercial Capital 2006 - 2006
Quick & Reilly December 1994 - February 1997
Merrill Lynch July 1992 - May 1994
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Management
Rowan College at Burlington County 1983 — 1986
Associate of Applied Science, Accounting
ACS Healthcare Solutions September 2010 - December 2010
Jackson Hewitt January 2005 - February 2008
LNB Commercial Capital 2006 - 2006
LNB Commercial Capital 2006 - 2006
Quick & Reilly December 1994 - February 1997
Merrill Lynch July 1992 - May 1994
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Management
Rowan College at Burlington County 1983 — 1986
Associate of Applied Science, Accounting
Chad Pannell Chad Pannell's Quick & Reilly Experience March 2001 - March 2002
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Craig Livingston, CFA's Quick & Reilly Experience August 1997 - 2003
Job Vice President at JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co. August 2015 - Present
Deutsche Bank September 2011 - August 2015
S&P Capital IQ January 2006 - September 2011
Banc of America Investments October 2003 - December 2005
Quick & Reilly August 1997 - 2003
Quick & Reilly November 1996 - August 1997
Quick & Reilly February 1994 - November 1996
US Navy June 1990 - January 1994
Skills
Fixed Income, Derivatives, Valuation, Equity Research, Regulations, Securities, Equities, Capital Markets, Series 7, Investment Company Act, Asset Managment, Series 63, FINRA, Financial Services, Trading Systems, Asset Allocation, Insurance, Corporate Actions, Bloomberg, Financial Advisory, Asset Management, Investments, Investment Banking, Risk Management, Structured Finance, Investment Advisory, Financial Markets, Portfolio Management, Financial Modeling, Due Diligence, ETFs, Financial Regulation, Securitization, Equity Trading, Market Data, Alternative Investments, Mutual Funds, Securities Regulation, Trading, Banking, Bonds, Structured Products, Emerging Markets, Financial Risk, Financial Institutions, Electronic Trading, Options, Private Equity, Investment Management, Wealth Management
Education
Clemson University 1986 — 1990
B.S. (cum laude), Mathematical Sciences
JPMorgan Chase & Co. August 2015 - Present
Deutsche Bank September 2011 - August 2015
S&P Capital IQ January 2006 - September 2011
Banc of America Investments October 2003 - December 2005
Quick & Reilly August 1997 - 2003
Quick & Reilly November 1996 - August 1997
Quick & Reilly February 1994 - November 1996
US Navy June 1990 - January 1994
Skills
Fixed Income, Derivatives, Valuation, Equity Research, Regulations, Securities, Equities, Capital Markets, Series 7, Investment Company Act, Asset Managment, Series 63, FINRA, Financial Services, Trading Systems, Asset Allocation, Insurance, Corporate Actions, Bloomberg, Financial Advisory, Asset Management, Investments, Investment Banking, Risk Management, Structured Finance, Investment Advisory, Financial Markets, Portfolio Management, Financial Modeling, Due Diligence, ETFs, Financial Regulation, Securitization, Equity Trading, Market Data, Alternative Investments, Mutual Funds, Securities Regulation, Trading, Banking, Bonds, Structured Products, Emerging Markets, Financial Risk, Financial Institutions, Electronic Trading, Options, Private Equity, Investment Management, Wealth Management
Education
Clemson University 1986 — 1990
B.S. (cum laude), Mathematical Sciences
Elizabeth Sansone Elizabeth Sansone's Quick & Reilly Experience August 1997 - March 1999
Job Internal Sales Desk Manager at Water Island Capital
Industry Financial Services
Experience
Water Island Capital October 2014 - Present
Steben & Company Inc April 2007 - September 2014
Jefferies & Company, Inc. March 1999 - April 2007
Quick & Reilly August 1997 - March 1999
Skills
Series 7, Series 7, Series 3,..., Series 63, FINRA, Hedge Funds, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Finance
University of Vermont 1993 — 1997
B.A., Political Science
The University of Queensland 1996 — 1996
Ridgewood High School 1989 — 1993
HS Diploma
Water Island Capital October 2014 - Present
Steben & Company Inc April 2007 - September 2014
Jefferies & Company, Inc. March 1999 - April 2007
Quick & Reilly August 1997 - March 1999
Skills
Series 7, Series 7, Series 3,..., Series 63, FINRA, Hedge Funds, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Finance
University of Vermont 1993 — 1997
B.A., Political Science
The University of Queensland 1996 — 1996
Ridgewood High School 1989 — 1993
HS Diploma
Tamara Steele Tamara Steele's Quick & Reilly Experience 1996 - 2000
Job Operations Manager at Wells Fargo Bank
Industry Financial Services
Experience
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Consultant December 2012 - Present
Wells Fargo Bank March 2011 - December 2012
Ajilon March 2010 - September 2010
Union Bank of California October 2005 - October 2008
LPL Financial June 2000 - October 2005
Quick & Reilly 1996 - 2000
Sutro & Co. 1992 - 1996
Skills
Accounting, Financial Planners, Program Management, Risk Management, Recruiting, Bookkeeping, Business Development, Management, Financial Analysis, Leadership, Auditing, Human Resources, Payroll, Strategy, Loans, Cost Accounting, Budgets, Strategic Planning, Business Planning, Fundraising, Analysis, Marketing, Project Management, Sales, New Business Development, Negotiation, Investments, Time Management, Finance, Financial Planning
Education
University of California, San Diego 1989 — 1993
BA, Quantitative Economics and Decision Science
Brian Krebs Brian Krebs's Quick & Reilly Experience 1999 - 2002
Job Lieutenant at New York City Fire Department
Industry Public Safety
Experience
New York City Fire Department September 2014 - Present
FDNY August 2009 - September 2014
FDNY February 2003 - August 2009
Quick & Reilly 1999 - 2002
Raymond James Financial Inc. 1999 - 1999
MTV Networks 1998 - 1998
New York Stock Exchange 1998 - 1998
Skills
Emergency Management, Rescue, NIMS, Microsoft Word, Disaster Response, Private Investigations, Fire Investigation, Public Safety, Emergency Services, Preparedness, Enforcement, EMS, Criminal Investigations, Weapons of Mass..., Firefighting, Structural Firefighting, Incident Command, Fire Service, Emergency Planning, Fire Suppression Systems
Education
SUNY Oneonta 1994 — 1998
Bachelor of Science (BS), Speech Communication
University of Puerto Rico-Mayaguez 1998 — 1998
Study Abroad
New York City Fire Department September 2014 - Present
FDNY August 2009 - September 2014
FDNY February 2003 - August 2009
Quick & Reilly 1999 - 2002
Raymond James Financial Inc. 1999 - 1999
MTV Networks 1998 - 1998
New York Stock Exchange 1998 - 1998
Skills
Emergency Management, Rescue, NIMS, Microsoft Word, Disaster Response, Private Investigations, Fire Investigation, Public Safety, Emergency Services, Preparedness, Enforcement, EMS, Criminal Investigations, Weapons of Mass..., Firefighting, Structural Firefighting, Incident Command, Fire Service, Emergency Planning, Fire Suppression Systems
Education
SUNY Oneonta 1994 — 1998
Bachelor of Science (BS), Speech Communication
University of Puerto Rico-Mayaguez 1998 — 1998
Study Abroad
Steven Orlowski, CFP®'s Quick & Reilly Experience 1997 - 1998
Job Certified Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Joseph Araneo Joseph Araneo's Quick & Reilly Experience October 2003 - September 2004
Job Business Owner at American Limousine & Car Service
Industry Transportation/Trucking/Railroad
Experience
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
American Limousine & Car Service January 2007 - Present
ADP April 2005 - Present
Joseph's Limousine Service April 2002 - April 2009
Quick & Reilly October 2003 - September 2004
TD Ameritrade March 1999 - October 2003
Morgan Stanley January 1998 - January 1999
Skills
Management, Employee Benefits, Payroll, Team Building, New Business Development, Sales, Salesforce.com, Time Management, Account Management, Process Improvement, 401k, Investments, Direct Sales, Insurance, Training, ADP Payroll, Leadership, Business Analysis, CRM, Cold Calling, Business Development, Strategic Planning, Sales Management, Selling, Sales Presentations, Retirement
Education
Seton Hall University 1992 — 1996
BS, Business Finance
Seton Hall Preparatory School 1988 — 1992
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Joseph's Elementary School 1979 — 1988
Nicki Bonin's Quick & Reilly Experience July 1994 - October 2008
Job Senior Analyst, Marketing Regulatory Review at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Merrill Lynch April 2010 - April 2012
Banc of America Investments October 2005 - April 2010
Quick & Reilly July 1994 - October 2008
Quick & Reilly 1992 - 1998
Skills
Series 7, Compliance, Risk Management, Series 24, Series 65, Series 63, Series 4, Series 8, Compliance Audits, Quality Auditing, Advertising / Marketing..., Mutual Funds, FINRA, Fixed Income, Alternative Investments, Equities, Wealth Management
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Mercersburg Academy 1984 — 1987
LPL Financial April 2012 - Present
Merrill Lynch April 2010 - April 2012
Banc of America Investments October 2005 - April 2010
Quick & Reilly July 1994 - October 2008
Quick & Reilly 1992 - 1998
Skills
Series 7, Compliance, Risk Management, Series 24, Series 65, Series 63, Series 4, Series 8, Compliance Audits, Quality Auditing, Advertising / Marketing..., Mutual Funds, FINRA, Fixed Income, Alternative Investments, Equities, Wealth Management
Education
University at Albany, SUNY 1988 — 1992
BA, Economics
Mercersburg Academy 1984 — 1987
Lily Leventhal's Quick & Reilly Experience August 1998 - April 2005
Job Risk, Compliance & Performance Analyst
Industry Financial Services
Experience
State Street Bank July 2009 - June 2015
Bank of America November 2006 - April 2009
Banc of America Investments October 2005 - October 2006
Quick & Reilly August 1998 - April 2005
Skills
Auditing, Compliance, Leadership, Management, Project Management, Team Leadership, Financial Services, Credit, Analysis, Training, Investments, Relationship Management, Banking, Quality Assurance, Risk Management, Finance, Portfolio Management, Coaching, Equities, Recruiting
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Business Administration
State Street Bank July 2009 - June 2015
Bank of America November 2006 - April 2009
Banc of America Investments October 2005 - October 2006
Quick & Reilly August 1998 - April 2005
Skills
Auditing, Compliance, Leadership, Management, Project Management, Team Leadership, Financial Services, Credit, Analysis, Training, Investments, Relationship Management, Banking, Quality Assurance, Risk Management, Finance, Portfolio Management, Coaching, Equities, Recruiting
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Business Administration
Dan McNichol's Quick & Reilly Experience 1988 - 2001
Job Principal/National Sales Manager at Snow Capital Management L.P.
Industry Investment Management
Experience
Snow Capital Management L.P. 2001 - Present
Quick & Reilly 1988 - 2001
Prudential-Bache 1986 - 1988
Skills
Organizational..., Business Relationship..., Sales Presentations
Education
Fairfield University 1982 — 1986
BS, Business
Snow Capital Management L.P. 2001 - Present
Quick & Reilly 1988 - 2001
Prudential-Bache 1986 - 1988
Skills
Organizational..., Business Relationship..., Sales Presentations
Education
Fairfield University 1982 — 1986
BS, Business
Michael Beardi Michael Beardi's Quick & Reilly Experience April 2001 - October 2004
Job Lieutenant Colonel at Army National Guard
Industry Financial Services
Experience
Parsonex Securities Inc. July 2007 - Present
US Army 1993 - Present
Objective Resources Inc. August 1998 - Present
Heritage Estate Services July 2008 - Present
Send Out Cards May 2008 - Present
Army National Guard July 2014 - Present
Army National Guard April 2012 - July 2014
Primerica November 2006 - August 2007
Bank of America October 2004 - July 2006
Quick & Reilly April 2001 - October 2004
Skills
Securities, Series 7, Budget, Asset, Options, Banking, Fixed Annuities, Investments, Insurance, Financial Advisory, Training, Series 63, Defense, Term Life Insurance, Budgets, Government, Mutual Funds, Risk Management, Strategic Financial..., Management, Retirement Planning, Financial Services, Small Business, Executive Management, Wealth Management, Military, Financial Modeling, Program Management, Personal Finance, Retirement, Leadership, Finance, Estate Planning, Life Insurance, Asset Allocation, Investment Strategies, Trading, Asset Managment, Financial Analysis, Mortgage Lending, Portfolio Management, Series 6, Financial Planners, 401k, FINRA, Long-term Care, Employee Benefits, Asset Management, Investment Advisory, Organizational...
Education
Embry-Riddle Aeronautical University 1998 — 1999
MBA, Business Administration
State University of New York College at Fredonia 1989 — 1993
BS, Business Administration
Iroquois
Parsonex Securities Inc. July 2007 - Present
US Army 1993 - Present
Objective Resources Inc. August 1998 - Present
Heritage Estate Services July 2008 - Present
Send Out Cards May 2008 - Present
Army National Guard July 2014 - Present
Army National Guard April 2012 - July 2014
Primerica November 2006 - August 2007
Bank of America October 2004 - July 2006
Quick & Reilly April 2001 - October 2004
Skills
Securities, Series 7, Budget, Asset, Options, Banking, Fixed Annuities, Investments, Insurance, Financial Advisory, Training, Series 63, Defense, Term Life Insurance, Budgets, Government, Mutual Funds, Risk Management, Strategic Financial..., Management, Retirement Planning, Financial Services, Small Business, Executive Management, Wealth Management, Military, Financial Modeling, Program Management, Personal Finance, Retirement, Leadership, Finance, Estate Planning, Life Insurance, Asset Allocation, Investment Strategies, Trading, Asset Managment, Financial Analysis, Mortgage Lending, Portfolio Management, Series 6, Financial Planners, 401k, FINRA, Long-term Care, Employee Benefits, Asset Management, Investment Advisory, Organizational...
Education
Embry-Riddle Aeronautical University 1998 — 1999
MBA, Business Administration
State University of New York College at Fredonia 1989 — 1993
BS, Business Administration
Iroquois
Donald D. Dalton's Quick & Reilly Experience 1998 - 2000
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Brian Segel, CLTC Brian Segel, CLTC's Quick & Reilly Experience 2002 - 2002
Job Hiring and Developing Entrepreneurial individuals for a career in financial services
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Barnum Financial Group, An Office of MetLife February 2008 - June 2011
Citi Smith Barney November 2002 - February 2008
Quick & Reilly 2002 - 2002
A. G. Edwards Sons 1995 - 2002
Shearson Smith Barney September 1988 - January 1995
Northwestern Mutual Life 1985 - 1988
Skills
Leadership, Entrepreneurship, Recruiting
Education
Binghamton University - School of Management 1980 — 1985
B.S., Management
State University of New York - System 1980 — 1985
Bachelor of Science (BS), Management
Bethlehem Central High School 1977 — 1980
High School, Regents
New York Life Insurance Company July 2011 - Present
Barnum Financial Group, An Office of MetLife February 2008 - June 2011
Citi Smith Barney November 2002 - February 2008
Quick & Reilly 2002 - 2002
A. G. Edwards Sons 1995 - 2002
Shearson Smith Barney September 1988 - January 1995
Northwestern Mutual Life 1985 - 1988
Skills
Leadership, Entrepreneurship, Recruiting
Education
Binghamton University - School of Management 1980 — 1985
B.S., Management
State University of New York - System 1980 — 1985
Bachelor of Science (BS), Management
Bethlehem Central High School 1977 — 1980
High School, Regents
John Morris Billington IV's Quick & Reilly Experience 2002 - 2003
Job 💯
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - August 2015
The Weston A. Price Foundation January 2012 - December 2013
FIA August 2004 - December 2013
ESPN Radio March 2012 - November 2012
Sky Luxury Wellness September 2008 - 2009
Wells Fargo Home Mortgage 2005 - 2006
Fuel Outdoor 2005 - 2005
Quick & Reilly 2002 - 2003
Skills
Team Building, Sales, Customer Service, Strategic Planning, Sales Management, Leadership, New Business Development, Event Planning, Management, Lifestyle, Wellness Coaching, Event Management, Marketing Strategy, Marketing, Training, Teaching, Entrepreneurship, Fundraising, Strategy, Start-ups, Program Management, Recruiting, Email Marketing, Weight, Business Planning, Holistic Health, Weight Training, Strength Training, Endurance, Small Business
Education
Poliquin Institute 2012 — 2012
Biosignature, Hormones, Nutrition & Supplements
Neuro Kinetic Therapy
NKT Therapist, Manual Therapy, Motor Control Center Manipulation, Not Complete Yet
St. John - Clark Clinic
Posturology, Nuero Somatic Therapy
CHEK Institute Holistic Lifestyle Consultant
HLC 1, Holistic Nutrition & Lifestyle Coaching
Freehold Twp. HS
Healing Today Reiki Level 2
Level 2, Reiki Energy
Health Excel, Advanced Metabolic Typing
Homeostatic Control Systems, Nutrition
Rowan University
BA, History & Business
Morgan Stanley Wealth Management January 2014 - August 2015
The Weston A. Price Foundation January 2012 - December 2013
FIA August 2004 - December 2013
ESPN Radio March 2012 - November 2012
Sky Luxury Wellness September 2008 - 2009
Wells Fargo Home Mortgage 2005 - 2006
Fuel Outdoor 2005 - 2005
Quick & Reilly 2002 - 2003
Skills
Team Building, Sales, Customer Service, Strategic Planning, Sales Management, Leadership, New Business Development, Event Planning, Management, Lifestyle, Wellness Coaching, Event Management, Marketing Strategy, Marketing, Training, Teaching, Entrepreneurship, Fundraising, Strategy, Start-ups, Program Management, Recruiting, Email Marketing, Weight, Business Planning, Holistic Health, Weight Training, Strength Training, Endurance, Small Business
Education
Poliquin Institute 2012 — 2012
Biosignature, Hormones, Nutrition & Supplements
Neuro Kinetic Therapy
NKT Therapist, Manual Therapy, Motor Control Center Manipulation, Not Complete Yet
St. John - Clark Clinic
Posturology, Nuero Somatic Therapy
CHEK Institute Holistic Lifestyle Consultant
HLC 1, Holistic Nutrition & Lifestyle Coaching
Freehold Twp. HS
Healing Today Reiki Level 2
Level 2, Reiki Energy
Health Excel, Advanced Metabolic Typing
Homeostatic Control Systems, Nutrition
Rowan University
BA, History & Business
Rosemarie Mercurio's Quick & Reilly Experience 1993 - 1997
Job Head of Special Projects for the CEO
Industry Executive Office
Experience
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Ultra Capital November 2012 - Present
SkyBridge Capital January 2012 - September 2012
Social Media Ventures Inc (SMVI) January 2007 - December 2011
Arden Asset Management 2001 - 2006
Robertson Stephens, Inc 2000 - 2001
Wit Capital 1999 - 1999
Alliance Capital Management 1997 - 1999
Quick & Reilly 1993 - 1997
Skills
Relationship Management, Business Development, Marketing, Press Releases, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investments, Series 7, Equities, Fixed Income, Social Media, Investor Relations, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Asset Management, Investment Management, Venture Capital, Investment Banking, Fund Of Funds, Strategy, Securities, Portfolio Management, Financial Services, Funding, Valuation, Emerging Markets, Start-ups, Series 63, Investment Strategies, Investment Advisory, Corporate Development, Philanthropy
Education
UCLA 2010 — 2010
Los Angeles, CA, Investor and Public Relations
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Economics
Hofstra University 1993 — 1997
Bachelor; BBA, Business Administration; Finance
West Islip High School
Ryan T. Ricciardi's Quick & Reilly Experience March 2001 - November 2005
Job Vice President / Manager Social Media Registered Principal Team at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Investments November 2005 - January 2010
Quick & Reilly March 2001 - November 2005
Suretrade November 1998 - February 2001
Skills
Compliance, Coordination, Problem Solving, Writing, Team Building, Policy, Series 24, Series 7, Trading, Risk Management, Mutual Funds, Series 63, Financial Services, Fixed Income, Banking
Education
Providence College 1994 — 1997
Bachelor of Arts (B.A.), Social Science
East Providence Senior High School 1991 — 1993
Waddington Elementary School 1985 — 1987
Bank of America Merrill Lynch March 2012 - Present
Bank of America Merrill Lynch February 2010 - March 2012
Banc of America Investments November 2005 - January 2010
Quick & Reilly March 2001 - November 2005
Suretrade November 1998 - February 2001
Skills
Compliance, Coordination, Problem Solving, Writing, Team Building, Policy, Series 24, Series 7, Trading, Risk Management, Mutual Funds, Series 63, Financial Services, Fixed Income, Banking
Education
Providence College 1994 — 1997
Bachelor of Arts (B.A.), Social Science
East Providence Senior High School 1991 — 1993
Waddington Elementary School 1985 — 1987
Gladys van den Berg's Quick & Reilly Experience 2002 - 2002
Job Business Development/Communications Coordinator at Orlando Federal Credit Union
Industry Financial Services
Experience
Orlando Federal Credit Union March 2014 - Present
Orlando Federal Credit Union December 2002 - Present
Quick & Reilly 2002 - 2002
Janney Montgomery Scott 2000 - 2002
Skills
Marketing, Community Outreach, Community Development, IRAs, Public Speaking, Fundraising, Customer Service, Management, Event Planning, Corporate Communications, Newsletters, Microsoft Office, Coaching, Managment, Creativity, Creative Work, Desktop Publishing, Writing, Financial Services, Service Delivery, Communication, Seminars, Analytical Skills, Awareness, Accountability, Brochures, Flexibility, Corel, Church Events, Events Coordination, Tax Preparation, Self-starter, Conscientious, Volunteer Management, Volunteer Training, Volunteering, Dedicated Professional, New Business Development, 401k sales and service, Investments, Technical Writing, Content Management, Leadership, Team Building, Banking
Education
Ashford University 2012 — 2015
Bachelor's Degree, Communication Studies, 3.80 GPA
Philadelphia University 1973 — 1976
Bachelor's Degree, Textile Design
Orlando Federal Credit Union March 2014 - Present
Orlando Federal Credit Union December 2002 - Present
Quick & Reilly 2002 - 2002
Janney Montgomery Scott 2000 - 2002
Skills
Marketing, Community Outreach, Community Development, IRAs, Public Speaking, Fundraising, Customer Service, Management, Event Planning, Corporate Communications, Newsletters, Microsoft Office, Coaching, Managment, Creativity, Creative Work, Desktop Publishing, Writing, Financial Services, Service Delivery, Communication, Seminars, Analytical Skills, Awareness, Accountability, Brochures, Flexibility, Corel, Church Events, Events Coordination, Tax Preparation, Self-starter, Conscientious, Volunteer Management, Volunteer Training, Volunteering, Dedicated Professional, New Business Development, 401k sales and service, Investments, Technical Writing, Content Management, Leadership, Team Building, Banking
Education
Ashford University 2012 — 2015
Bachelor's Degree, Communication Studies, 3.80 GPA
Philadelphia University 1973 — 1976
Bachelor's Degree, Textile Design
Chris Forcino Chris Forcino's Quick & Reilly Experience 2001 - 2003
Job Training & Development Manager at Neighborhood Health Plan of Rhode Island
Industry Human Resources
Experience
Johnson & Wales University 2008 - Present
Neighborhood Health Plan of Rhode Island 2015 - Present
GTECH May 2010 - April 2015
ASTD Bay Colonies June 2009 - May 2012
Bank of America December 1992 - April 2009
Rhode Island National Guard 1986 - 2008
Quick & Reilly 2001 - 2003
Bank of Boston 1998 - 1999
Skills
Training, Instructional Design
Education
Johnson & Wales University 1993 — 1995
Master of Education, Computer Education
Johnson & Wales University 2008 - Present
Neighborhood Health Plan of Rhode Island 2015 - Present
GTECH May 2010 - April 2015
ASTD Bay Colonies June 2009 - May 2012
Bank of America December 1992 - April 2009
Rhode Island National Guard 1986 - 2008
Quick & Reilly 2001 - 2003
Bank of Boston 1998 - 1999
Skills
Training, Instructional Design
Education
Johnson & Wales University 1993 — 1995
Master of Education, Computer Education
William Luna III William Luna III's Quick & Reilly Experience April 1994 - November 2003
Job Managing Director Head of State & Local Tax at Jefferies LLC
Industry Accounting
Experience
Jefferies LLC March 2010 - Present
Grant Thornton November 2005 - March 2010
CPA TAX SOLUTIONS LLC - FASALT CONSULTING March 2003 - November 2005
Quick & Reilly April 1994 - November 2003
Fleet Securities 1998 - 2003
Grant Thornton December 1990 - April 1994
Oppenheim Appel & Dixon February 1987 - November 1990
NYC Department of Finance February 1984 - January 1987
Skills
Tax, Securities, State & Local Tax..., Due Diligence, CPA, Capital Markets, Financial Reporting, Corporate Tax, Tax Returns, Financial Services, Accounting, Private Equity, State Tax, Hedge Funds, Cash Management, Mergers & Acquisitions, Tax Audit Representation, SEC filings
Education
Fordham University 1979 — 1983
BS, Public Accounting
Fordham Prep 1975 — 1979
Jefferies LLC March 2010 - Present
Grant Thornton November 2005 - March 2010
CPA TAX SOLUTIONS LLC - FASALT CONSULTING March 2003 - November 2005
Quick & Reilly April 1994 - November 2003
Fleet Securities 1998 - 2003
Grant Thornton December 1990 - April 1994
Oppenheim Appel & Dixon February 1987 - November 1990
NYC Department of Finance February 1984 - January 1987
Skills
Tax, Securities, State & Local Tax..., Due Diligence, CPA, Capital Markets, Financial Reporting, Corporate Tax, Tax Returns, Financial Services, Accounting, Private Equity, State Tax, Hedge Funds, Cash Management, Mergers & Acquisitions, Tax Audit Representation, SEC filings
Education
Fordham University 1979 — 1983
BS, Public Accounting
Fordham Prep 1975 — 1979
Omar S. Ali Omar S. Ali's Quick & Reilly Experience December 2001 - August 2004
Job Investment Advisor Representative at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
Stephen May, CIMA®'s Quick & Reilly Experience June 1998 - March 2005
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
American Funds November 2013 - Present
Franklin Templeton Investments June 2008 - October 2013
Lord, Abbett & Co. LLC April 2005 - May 2008
Quick & Reilly June 1998 - March 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Asset Management, Hedge Funds, Series 7, Capital Markets, Alternative Investments, Wealth Management, Financial Services, Bloomberg, Securities, Derivatives, Mutual Funds
Education
St. Bonaventure University 1994 — 1998
Bachelor of Science (B.S.), Business
Canisius High School 1990 — 1994
Travis Buonocore's Quick & Reilly Experience June 2001 - August 2005
Job Senior Project Manager at EMC
Industry Financial Services
Experience
EMC October 2013 - Present
EMC Consulting Group October 2009 - September 2013
New York Film Academy September 2011 - 2012
Silver Management Group December 2007 - December 2009
The Garden City Group April 2006 - April 2007
Banc of America Investment Services June 2004 - August 2005
Quick & Reilly June 2001 - August 2005
Fleet Boston Financial 2001 - 2004
Quick & Reilly December 2000 - June 2001
Quick & Reilly May 1997 - November 2000
Skills
Securities, Portfolio Management, Risk Management, Strategic Planning, Project Management, Program Management, Wealth Management, Process Improvement, Business Analysis, Investments, Fixed Income, Equities, Financial Services, Team Leadership, Executive Management, Vendor Management, FINRA, Analysis, Sales, Disaster Recovery, Training, Enterprise Software, Integration, Mergers & Acquisitions, Sales Operations, Strategy, Start-ups, Human Resources, Banking, Consulting, PMO, New Business Development, Finance, Management, Leadership, Business Development, Data Analysis, Due Diligence, CRM, Governance, SDLC, Change Management, Series 7, Series 63, Capital Markets, Trading, Product Management, Software Documentation, Asset Managment, Mutual Funds
Education
Boston College 1992 — 1996
BA, Political Science
Chaminade High School 1989 — 1992
Clarke High School
EMC October 2013 - Present
EMC Consulting Group October 2009 - September 2013
New York Film Academy September 2011 - 2012
Silver Management Group December 2007 - December 2009
The Garden City Group April 2006 - April 2007
Banc of America Investment Services June 2004 - August 2005
Quick & Reilly June 2001 - August 2005
Fleet Boston Financial 2001 - 2004
Quick & Reilly December 2000 - June 2001
Quick & Reilly May 1997 - November 2000
Skills
Securities, Portfolio Management, Risk Management, Strategic Planning, Project Management, Program Management, Wealth Management, Process Improvement, Business Analysis, Investments, Fixed Income, Equities, Financial Services, Team Leadership, Executive Management, Vendor Management, FINRA, Analysis, Sales, Disaster Recovery, Training, Enterprise Software, Integration, Mergers & Acquisitions, Sales Operations, Strategy, Start-ups, Human Resources, Banking, Consulting, PMO, New Business Development, Finance, Management, Leadership, Business Development, Data Analysis, Due Diligence, CRM, Governance, SDLC, Change Management, Series 7, Series 63, Capital Markets, Trading, Product Management, Software Documentation, Asset Managment, Mutual Funds
Education
Boston College 1992 — 1996
BA, Political Science
Chaminade High School 1989 — 1992
Clarke High School
Brice Wightman's Quick & Reilly Experience 1992 - 1995
Job Staff at The Boston Consulting Group
Industry Market Research
Experience
The Boston Consulting Group December 2009 - Present
SA Financial Group August 2009 - December 2009
Wasserman Capital November 2006 - September 2008
TradingMarkets.com 2000 - 2006
Associated Securities 1996 - 1998
Quick & Reilly 1992 - 1995
Merrill Lynch 1985 - 1993
Skills
Hedge Funds, Equities, Trading, Financial Modeling, Private Equity, Securities, Trading Systems, Series 7, Commodity, Venture Capital, Series 63, ETFs, FINRA, Marketing, Data Analysis, Analysis, Financial Advisory, Business Strategy, Strategic Planning, Analytics
Education
University of California, Berkeley
B.A.
The Boston Consulting Group December 2009 - Present
SA Financial Group August 2009 - December 2009
Wasserman Capital November 2006 - September 2008
TradingMarkets.com 2000 - 2006
Associated Securities 1996 - 1998
Quick & Reilly 1992 - 1995
Merrill Lynch 1985 - 1993
Skills
Hedge Funds, Equities, Trading, Financial Modeling, Private Equity, Securities, Trading Systems, Series 7, Commodity, Venture Capital, Series 63, ETFs, FINRA, Marketing, Data Analysis, Analysis, Financial Advisory, Business Strategy, Strategic Planning, Analytics
Education
University of California, Berkeley
B.A.
Martin Taffaro Martin Taffaro's Quick & Reilly Experience 1992 - 1994
Job Compliance Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
LPL Financial February 2014 - Present
Northwestern Mutual June 2013 - February 2014
Northwestern Mutual October 2011 - May 2013
Northwestern Mutual February 2007 - September 2011
Cadaret Grant June 2000 - November 2006
Cadaret Grant April 1997 - May 2000
Cadaret Grant April 1995 - March 1997
Quick & Reilly 1992 - 1994
Skills
Microsoft Office, Compliance, Sales Management, Investments, Finance, Insurance, Financial Services, Series 7, Securities, Strategic Planning, Marketing, Strategic Financial..., Mutual Funds, Series 63, Financial Analysis, Financial Advisory, Wealth Management, Risk Management, Retirement Planning, Investment Advisory, Fixed Annuities, Life Insurance, Portfolio Management, Asset Allocation, FINRA, Trading, IRAs, Retirement, 401k, Options, Series 6, Fixed Income, Bonds, Disability Insurance, Investment Strategies, Asset Management, Investment Management, ETFs, Long-term Care, Long Term Care Insurance, Uniform Combined State..., Pensions, Variable Annuities, Financial Planners
Education
Onondaga Community College
SUNY Cortland
Herbert Oliver Herbert Oliver's Quick & Reilly Experience July 1994 - December 1996
Job Vice President Benefits Advisor at Dennis Insurance Group
Industry Insurance
Experience
Dennis Insurance Group January 1997 - Present
Quick & Reilly July 1994 - December 1996
Scot & Stringfellow March 1993 - July 1994
McDaniel Lewis March 1989 - March 1993
Carolina Securities May 1985 - March 1989
Education
East Carolina University 1981 — 1985
Bachelor of Science, Finance
North Carolina State University 1976 — 1980
Forestry
The American College
Chartered Life Underwriter
The American College
Registered Health Underwriter
Dennis Insurance Group January 1997 - Present
Quick & Reilly July 1994 - December 1996
Scot & Stringfellow March 1993 - July 1994
McDaniel Lewis March 1989 - March 1993
Carolina Securities May 1985 - March 1989
Education
East Carolina University 1981 — 1985
Bachelor of Science, Finance
North Carolina State University 1976 — 1980
Forestry
The American College
Chartered Life Underwriter
The American College
Registered Health Underwriter
Giri Koduganti Giri Koduganti's Quick & Reilly Experience March 1999 - December 1999
Job Vice President, Agent Lending Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
Dan DeBiase Dan DeBiase's Quick & Reilly Experience March 2000 - June 2001
Job Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
Edward Jones January 2012 - Present
First Clearing , Affiliate of Wells Fargo March 2011 - January 2012
Korn/Ferry Futurestep October 2010 - January 2011
Korn Ferry/Futurestep October 2010 - January 2011
Private Wealth Management Talent Solutions May 2009 - October 2010
UBS Financial Services Inc May 2006 - April 2009
UBS Financial Services, Inc May 2006 - April 2009
Montauk Financial Group October 2001 - April 2006
Montauk Financial Group August 2001 - March 2006
Quick & Reilly March 2000 - June 2001
Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement
Education
City University of New York-Brooklyn College 1971 — 1974
Business Administration
Brooklyn College
Peter Kvam Peter Kvam's Quick & Reilly Experience September 2000 - May 2003
Job Manager, Investments & Compliance at HANYS
Industry Hospital & Health Care
Experience
HANYS August 2011 - Present
Purshe Kaplan Sterling Investments March 2008 - April 2011
UHY Advisors May 2005 - February 2008
Salem Five Bank August 2003 - May 2005
Quick & Reilly September 2000 - May 2003
Skills
Chartered Retirement..., Series 7, Series 24, Series 53, Series 63, Retirement Planning, Mutual Funds
Education
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), History
Bethlehem Central High School
HANYS August 2011 - Present
Purshe Kaplan Sterling Investments March 2008 - April 2011
UHY Advisors May 2005 - February 2008
Salem Five Bank August 2003 - May 2005
Quick & Reilly September 2000 - May 2003
Skills
Chartered Retirement..., Series 7, Series 24, Series 53, Series 63, Retirement Planning, Mutual Funds
Education
Lafayette College 1996 — 2000
Bachelor of Arts (B.A.), History
Bethlehem Central High School
Wendy Willard Wendy Willard's Quick & Reilly Experience January 2004 - March 2006
Job VP/Sr Compliance Testing Specialist
Industry Financial Services
Experience
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Merrill Lynch June 2002 - Present
Banc of America Investments Services 2002 - December 2009
Quick & Reilly January 2004 - March 2006
Quick & Reilly June 2002 - January 2003
The Ayco Company August 1996 - May 2002
Smith Barney 1990 - 1995
EF Hutton 1981 - 1989
Skills
Series 7, Compliance, Series 24, Series 63, Annuities, Mutual Funds, Investments, Risk Management, Insurance, Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning, Customer Relations, Problem Solving, Series 65, Financial Services, Fixed Annuities
Education
University at Albany, SUNY 1975 — 1981
BA, Liberal Arts
Tom Collins, SPHR Tom Collins, SPHR's Quick & Reilly Experience September 2000 - April 2001
Job SVP, Learning Director
Industry Human Resources
Experience
Citi March 2014 - Present
HSBC July 2012 - October 2013
HSBC June 2011 - July 2012
AllianceBernstein October 2009 - June 2011
Town Sports International Holdings Inc September 2006 - November 2009
Signature Bank & Signature Securities Group April 2001 - August 2006
Quick & Reilly September 2000 - April 2001
Emigrant Savings Bank August 1998 - September 2000
Rebuplic National Bank July 1997 - August 1998
Republic Financial Service Corp March 1996 - July 1997
Skills
Performance Management, Leadership Development, Employee Relations, Recruiting, Project Management, Human Resources, Program Implementation, Program Management, Strategic Planning, Training, Leadership, Onboarding, Instructional Design, Staff Development, Organizational..., Talent Management, Succession Planning, Employee Training, Employee Engagement, Management Development, Organizational..., Workshop Facilitation, Talent Acquisition, Career Development, Training Delivery, Workforce Planning, Executive Coaching, Organizational Design, Hiring, Coaching
Education
Thomas Edison State College
MS, Human Resource Mgmt
Thomas Edison State College
BA, Political Science
Seton Hall University
Mgsr Farrell HS
Citi March 2014 - Present
HSBC July 2012 - October 2013
HSBC June 2011 - July 2012
AllianceBernstein October 2009 - June 2011
Town Sports International Holdings Inc September 2006 - November 2009
Signature Bank & Signature Securities Group April 2001 - August 2006
Quick & Reilly September 2000 - April 2001
Emigrant Savings Bank August 1998 - September 2000
Rebuplic National Bank July 1997 - August 1998
Republic Financial Service Corp March 1996 - July 1997
Skills
Performance Management, Leadership Development, Employee Relations, Recruiting, Project Management, Human Resources, Program Implementation, Program Management, Strategic Planning, Training, Leadership, Onboarding, Instructional Design, Staff Development, Organizational..., Talent Management, Succession Planning, Employee Training, Employee Engagement, Management Development, Organizational..., Workshop Facilitation, Talent Acquisition, Career Development, Training Delivery, Workforce Planning, Executive Coaching, Organizational Design, Hiring, Coaching
Education
Thomas Edison State College
MS, Human Resource Mgmt
Thomas Edison State College
BA, Political Science
Seton Hall University
Mgsr Farrell HS
Brian Kessler Brian Kessler's Quick & Reilly Experience September 2001 - August 2004
Job Managing Director at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX April 2008 - Present
Thomson Reuters August 2004 - February 2008
Quick & Reilly September 2001 - August 2004
Skills
Product Management, Financial Markets, Market Structure, Project Management, Microsoft Office, Finance, Series 7, Equities, Trading, Securities, Risk Management, Business Development, Equity Trading, Electronic Trading, Trading Systems, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
MBA, Finance
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Finance
Chaminade High School 1993 — 1997
NASDAQ OMX April 2008 - Present
Thomson Reuters August 2004 - February 2008
Quick & Reilly September 2001 - August 2004
Skills
Product Management, Financial Markets, Market Structure, Project Management, Microsoft Office, Finance, Series 7, Equities, Trading, Securities, Risk Management, Business Development, Equity Trading, Electronic Trading, Trading Systems, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
MBA, Finance
University of Notre Dame 1997 — 2001
Bachelor of Science (BS), Finance
Chaminade High School 1993 — 1997
Richard Machado Richard Machado's Quick & Reilly Experience 1996 - 1997
Job Fixed Income Settlements/P&S at TheMuniCenter
Industry Financial Services
Experience
TMC Bonds August 2010 - Present
Nomura May 2010 - October 2010
FITS February 2008 - November 2009
Vanguard Brokerage Services February 2008 - November 2008
Hill, Thompson, Magid & Co., Inc. 2005 - 2008
Knight Securities 1997 - 2005
Quick & Reilly 1996 - 1997
Robb Peck McCooey 1991 - 1994
Swiss Bank International Securities 1990 - 1991
Ivan F. Boesky Corp 1983 - 1986
Skills
Series 24, Fixed Income, Equities, Trading, Securities, Series 7, Back Office, Bloomberg, Team Management, Integration, Settlement, Project Management, Trading Systems, Corporate Actions, Mutual Funds, Middle Office, Financial Services, Options, Hedge Funds, Electronic Trading, Market Data, FINRA
Education
Pace University 1986 — 1987
Kingsborough Community College 1985 — 1986
Midwood 1980 — 1984
TMC Bonds August 2010 - Present
Nomura May 2010 - October 2010
FITS February 2008 - November 2009
Vanguard Brokerage Services February 2008 - November 2008
Hill, Thompson, Magid & Co., Inc. 2005 - 2008
Knight Securities 1997 - 2005
Quick & Reilly 1996 - 1997
Robb Peck McCooey 1991 - 1994
Swiss Bank International Securities 1990 - 1991
Ivan F. Boesky Corp 1983 - 1986
Skills
Series 24, Fixed Income, Equities, Trading, Securities, Series 7, Back Office, Bloomberg, Team Management, Integration, Settlement, Project Management, Trading Systems, Corporate Actions, Mutual Funds, Middle Office, Financial Services, Options, Hedge Funds, Electronic Trading, Market Data, FINRA
Education
Pace University 1986 — 1987
Kingsborough Community College 1985 — 1986
Midwood 1980 — 1984
Dan Zaveckas Dan Zaveckas's Quick & Reilly Experience 1999 - 2003
Job Vice President Branch Manager at Astoria Bank
Industry Banking
Experience
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
Stanley Jin's Quick & Reilly Experience April 2001 - December 2004
Job
Industry Financial Services
Experience
BNP Paribas September 2014 - Present
Bloomberg LP November 2013 - Present
Credit Suisse May 2013 - October 2013
Citi December 2010 - April 2013
Global Asset Management, HSBC February 2007 - December 2010
ADP Brokerage Services Group December 2004 - January 2007
Quick & Reilly April 2001 - December 2004
Salomon Smith Barney March 2000 - March 2001
Thomson Financial January 1999 - March 2000
Primedia January 1998 - January 1999
Skills
Fixed Income, Equities, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Risk Management, SDLC, Trading Systems, Securities, Hedge Funds, Financial Services, Cash Management, Financial Risk, Mutual Funds, Investments, Derivatives, Bonds, Emerging Markets, Financial Modeling, Options, Bloomberg, PMO, Asset Management, Trading, Market Data, Electronic Trading, Capital Markets, Management, Requirements Gathering, Sybase, Banking, FX Options, Corporate Actions, Financial Markets, Relationship Management, Business Requirements, Back Office, Equity Derivatives, Leadership, Investment Banking, Finance, Middle Office, Settlement, Wealth Management, Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS
Columbia University in the City of New York 1992 — 1996
BS
Yanan Middle School
BNP Paribas September 2014 - Present
Bloomberg LP November 2013 - Present
Credit Suisse May 2013 - October 2013
Citi December 2010 - April 2013
Global Asset Management, HSBC February 2007 - December 2010
ADP Brokerage Services Group December 2004 - January 2007
Quick & Reilly April 2001 - December 2004
Salomon Smith Barney March 2000 - March 2001
Thomson Financial January 1999 - March 2000
Primedia January 1998 - January 1999
Skills
Fixed Income, Equities, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Risk Management, SDLC, Trading Systems, Securities, Hedge Funds, Financial Services, Cash Management, Financial Risk, Mutual Funds, Investments, Derivatives, Bonds, Emerging Markets, Financial Modeling, Options, Bloomberg, PMO, Asset Management, Trading, Market Data, Electronic Trading, Capital Markets, Management, Requirements Gathering, Sybase, Banking, FX Options, Corporate Actions, Financial Markets, Relationship Management, Business Requirements, Back Office, Equity Derivatives, Leadership, Investment Banking, Finance, Middle Office, Settlement, Wealth Management, Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS
Columbia University in the City of New York 1992 — 1996
BS
Yanan Middle School
William Quinn's Quick & Reilly Experience 1997 - 2002
Job Sr. Project Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2008 - Present
Keane Inc 2008 - 2008
Morgan Stanley March 2005 - March 2007
Capital One 2003 - 2007
Quick & Reilly 1997 - 2002
Skills
PMP, Software Project..., Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Integration, Program Management, Project Management, Project Portfolio..., Resource Management, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1977
Goldman Sachs February 2008 - Present
Keane Inc 2008 - 2008
Morgan Stanley March 2005 - March 2007
Capital One 2003 - 2007
Quick & Reilly 1997 - 2002
Skills
PMP, Software Project..., Business Analysis, SDLC, PMO, Vendor Management, IT Strategy, Integration, Program Management, Project Management, Project Portfolio..., Resource Management, Risk Management
Education
Pace University - Lubin School of Business 1973 — 1977
Susan Eiken's Quick & Reilly Experience 2000 - Present
Job Director at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
Broadridge Business Process Outsourcing, LLC February 2000 - Present
Ridge Clearing, A Division of Broadridge Financial Solutions 2000 - Present
Quick & Reilly 2000 - Present
Broadridge 2000 - Present
Ridge Clearing and Outsourcing Solutions 2000 - Present
Ridge Clearing & Outsourcing Solutions, Inc., A Division of Broadridge Financial Solutions, Inc. 2000 - Present
Fleet Securities 2000 - 2005
ADP February 2000 - May 2004
ADP Clearing & Outsourcing Svcs (US Clearing) February 2000 - May 2004
National Financial March 1995 - February 2000
Skills
Fixed Income, Risk Management, Back Office, Capital Markets, Trading Systems, Hedge Funds
Education
Coe College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Broadridge Business Process Outsourcing, LLC February 2000 - Present
Ridge Clearing, A Division of Broadridge Financial Solutions 2000 - Present
Quick & Reilly 2000 - Present
Broadridge 2000 - Present
Ridge Clearing and Outsourcing Solutions 2000 - Present
Ridge Clearing & Outsourcing Solutions, Inc., A Division of Broadridge Financial Solutions, Inc. 2000 - Present
Fleet Securities 2000 - 2005
ADP February 2000 - May 2004
ADP Clearing & Outsourcing Svcs (US Clearing) February 2000 - May 2004
National Financial March 1995 - February 2000
Skills
Fixed Income, Risk Management, Back Office, Capital Markets, Trading Systems, Hedge Funds
Education
Coe College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Tamir Assas's Quick & Reilly Experience January 2003 - December 2004
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
Cary Stein's Quick & Reilly Experience January 1980 - February 1993
Job Operations Coordinator at TWP Wealth Mgmt S.F.
Industry Financial Services
Experience
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
TWP Wealth Mgmt S.F. August 2005 - Present
Thomas Weisel Partners 2005 - 2014
Thomas Weisel Partners 2005 - December 2010
Presidio Financial Partners 2003 - 2005
BofA,Montgomery,BofA Sec. March 1993 - March 2003
Quick & Reilly January 1980 - February 1993
Skills
Series 7, Leadership, Equities, Securities, Series 63, Capital Markets, Fixed Income, Hedge Funds, FINRA, Alternative Investments, Bloomberg, Risk Management, Series 24, Due Diligence, Equity Trading, Investment Banking, Middle Office, Wealth Management, Options, Portfolio Management, Prime Brokerage, Trading Systems, Financial Services, Electronic Trading, Mutual Funds, Investments, Asset Management, Trading, Asset Allocation, Private Equity, Derivatives, Corporate Actions, Equity Derivatives, Bonds, Securities Lending, Back Office, Financial Markets, Operational Risk, Valuation, ETFs, Investment Advisory, FX Options, Fund Of Funds, Account Reconciliation, Financial Modeling, Equity Research, Funding, Venture Capital, Corporate Finance, Investment Strategies
Education
City University of New York-Brooklyn College 1972 — 1976
samuel j tilden 1968 — 1972
academic, academic
Ron Cappelletti's Quick & Reilly Experience August 2002 - December 2004
Job Executive Director at UBS
Industry Financial Services
Experience
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
UBS Executive DirectorUBS Financial2006 - Present
McDonald Financial Group April 2005 - February 2007
Quick & Reilly August 2002 - December 2004
Gruntal & Co. 2000 - 2002
Prudential Securities February 1984 - June 2000
Skills
Investment Advisory, Wealth Management, Fixed Income, Securities, Equities, Options, Asset Allocation, Alternative Investments, 401k, Retirement, Retirement Planning, Asset Management, Series 24, Series 63, Series 7, Investment Strategies, Mutual Funds
Education
The Ohio State University 1966 — 1971
Martin Ronan, PA-C's Quick & Reilly Experience 1995 - 2000
Job Physician Assistant at New York Allergy and Sinus Centers
Industry Health, Wellness and Fitness
Experience
New York Allergy and Sinus Centers August 2015 - Present
North Shore-LIJ Health System June 2014 - July 2015
Touro College of Health Sciences January 2012 - December 2013
Nassau Community College September 2009 - May 2011
Winthrop University Hospital 2011 - 2011
Robert Walters January 2007 - January 2009
BNY ConvergEx 2005 - 2006
Standard & Poor's 2001 - 2005
Quick & Reilly 1995 - 2000
Skills
Sales, Hedge Funds, Strategic Planning, Marketing Communications, Marketing, Series 7, Public Speaking, Securities, Cold Calling, Capital Markets, Customer Service, Non-profits, Team Leadership, Asset Managment, Project Management, Electronic Trading, Salesforce.com, Financial Markets, Coaching, Sales Presentations, Healthcare, Asset Management, PowerPoint, Cardiology, Internal Medicine
Education
Touro College School of Health Sciences 2012 — 2014
Master of Science (MS), Physician Assistant Studies
Nassau Community College 2009 — 2011
Biology, Chemistry, Anatomy, Physiology
Fairfield University 1988 — 1992
Bachelor of Arts, Political Science
New York Allergy and Sinus Centers August 2015 - Present
North Shore-LIJ Health System June 2014 - July 2015
Touro College of Health Sciences January 2012 - December 2013
Nassau Community College September 2009 - May 2011
Winthrop University Hospital 2011 - 2011
Robert Walters January 2007 - January 2009
BNY ConvergEx 2005 - 2006
Standard & Poor's 2001 - 2005
Quick & Reilly 1995 - 2000
Skills
Sales, Hedge Funds, Strategic Planning, Marketing Communications, Marketing, Series 7, Public Speaking, Securities, Cold Calling, Capital Markets, Customer Service, Non-profits, Team Leadership, Asset Managment, Project Management, Electronic Trading, Salesforce.com, Financial Markets, Coaching, Sales Presentations, Healthcare, Asset Management, PowerPoint, Cardiology, Internal Medicine
Education
Touro College School of Health Sciences 2012 — 2014
Master of Science (MS), Physician Assistant Studies
Nassau Community College 2009 — 2011
Biology, Chemistry, Anatomy, Physiology
Fairfield University 1988 — 1992
Bachelor of Arts, Political Science
Andrew Butz's Quick & Reilly Experience February 1996 - January 2001
Job Client Relationship Manager at Data2Logistics
Industry Import and Export
Experience
Data2Logistics February 2015 - Present
Allyn International Services Inc September 2004 - January 2015
GE Energy March 2002 - September 2004
Quick & Reilly February 1996 - January 2001
Skills
Import, C-TPAT, Customs Regulations, International Trade, International Logistics, Free Trade Agreements, NAFTA, Supply Chain, Supply Chain Management, Process Improvement, Logistics Management, Management, Logistics, Export, Operations Management
Education
Syracuse University 1989 — 1993
Data2Logistics February 2015 - Present
Allyn International Services Inc September 2004 - January 2015
GE Energy March 2002 - September 2004
Quick & Reilly February 1996 - January 2001
Skills
Import, C-TPAT, Customs Regulations, International Trade, International Logistics, Free Trade Agreements, NAFTA, Supply Chain, Supply Chain Management, Process Improvement, Logistics Management, Management, Logistics, Export, Operations Management
Education
Syracuse University 1989 — 1993
Carlos Olivares's Quick & Reilly Experience 1999 - 2000
Job Director at ING
Industry Financial Services
Experience
ING Financial Markets June 2010 - Present
Barros Luco July 2009 - December 2010
ING Financial Markets September 2007 - March 2009
Vectormex Inc. June 2006 - August 2007
IDB Capital October 2001 - June 2006
Commercial Bank of New York June 2000 - August 2001
Quick & Reilly 1999 - 2000
Skills
Capital Markets, Emerging Markets, Investments, Fixed Income, Project Management, Asset Management, Strategic Planning, Derivatives, Business Analysis, Banking, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Financial Markets & Instruments
Boston College 1995 — 1999
ING Financial Markets June 2010 - Present
Barros Luco July 2009 - December 2010
ING Financial Markets September 2007 - March 2009
Vectormex Inc. June 2006 - August 2007
IDB Capital October 2001 - June 2006
Commercial Bank of New York June 2000 - August 2001
Quick & Reilly 1999 - 2000
Skills
Capital Markets, Emerging Markets, Investments, Fixed Income, Project Management, Asset Management, Strategic Planning, Derivatives, Business Analysis, Banking, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Financial Markets & Instruments
Boston College 1995 — 1999
Don Pollard's Quick & Reilly Experience 1995 - 2001
Job VP Branch Manager
Industry Financial Services
Experience
Regional BD March 2014 - March 2015
Gold Coast Gold Buyer October 2011 - January 2014
MetLife Financial Services November 2010 - August 2012
AppCrown March 2010 - September 2010
DSI 2009 - 2010
Smith Barney November 2005 - May 2009
E*Trade Professional 2004 - 2005
E*TRADE 2003 - 2005
Quick & Reilly 1995 - 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning
Education
Saint Joseph's College 2001 — 2010
BS, Organizational Managment
Centereach
Regional BD March 2014 - March 2015
Gold Coast Gold Buyer October 2011 - January 2014
MetLife Financial Services November 2010 - August 2012
AppCrown March 2010 - September 2010
DSI 2009 - 2010
Smith Barney November 2005 - May 2009
E*Trade Professional 2004 - 2005
E*TRADE 2003 - 2005
Quick & Reilly 1995 - 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning
Education
Saint Joseph's College 2001 — 2010
BS, Organizational Managment
Centereach
James Corr's Quick & Reilly Experience January 1995 - December 1996
Job Analyst at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York January 2013 - Present
Labaton Sucharow LLP 2011 - 2011
MedalEdge.com 2007 - 2011
Lehman Brothers 1998 - 2007
Credit Lyonnais December 1996 - April 1998
Quick & Reilly January 1995 - December 1996
Bankers Trust June 1994 - January 1995
Neuberger Berman 1993 - 1994
Skills
Investments, Equities, Securities, Financial Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Accountancy
Vesalius College 1993 — 1993
Semester Abroad, Brussels, Belgium
Safra National Bank of New York January 2013 - Present
Labaton Sucharow LLP 2011 - 2011
MedalEdge.com 2007 - 2011
Lehman Brothers 1998 - 2007
Credit Lyonnais December 1996 - April 1998
Quick & Reilly January 1995 - December 1996
Bankers Trust June 1994 - January 1995
Neuberger Berman 1993 - 1994
Skills
Investments, Equities, Securities, Financial Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Accountancy
Vesalius College 1993 — 1993
Semester Abroad, Brussels, Belgium
Ronald Riddick's Quick & Reilly Experience 2002 - 2004
Job Instructor at College of New Rochelle
Industry Financial Services
Experience
College of New Rochelle 2013 - Present
South End Gardens 1998 - Present
TIAA-CREF 2011 - June 2013
Essex County College 2009 - 2013
Carver Federal Savings Bank 2010 - 2011
Montclair School Board 2007 - 2010
UBS Financial Services Inc 2005 - 2007
Banc of America Investments 2002 - 2005
Quick & Reilly 2002 - 2004
Prudential Securities Incorporated 1994 - 2002
Skills
Securities, Mutual Funds, Insurance, Fixed Annuities, Training, Policy Writing, FINRA, Securities Regulation, Asset Managment, Risk Management, Asset Management, Analysis, Investment Advisory, Corporate Law, Investments, Strategic Planning, Financial Regulation, Hedge Funds, Corporate Governance, Equities, Banking, Due Diligence, Financial Services
Education
Howard University School of Law
JD
Wesleyan University
BA, Psychology
Mount Holyoke College
Cardinal Spellman
Msgr. Wm. Kelly
College of New Rochelle 2013 - Present
South End Gardens 1998 - Present
TIAA-CREF 2011 - June 2013
Essex County College 2009 - 2013
Carver Federal Savings Bank 2010 - 2011
Montclair School Board 2007 - 2010
UBS Financial Services Inc 2005 - 2007
Banc of America Investments 2002 - 2005
Quick & Reilly 2002 - 2004
Prudential Securities Incorporated 1994 - 2002
Skills
Securities, Mutual Funds, Insurance, Fixed Annuities, Training, Policy Writing, FINRA, Securities Regulation, Asset Managment, Risk Management, Asset Management, Analysis, Investment Advisory, Corporate Law, Investments, Strategic Planning, Financial Regulation, Hedge Funds, Corporate Governance, Equities, Banking, Due Diligence, Financial Services
Education
Howard University School of Law
JD
Wesleyan University
BA, Psychology
Mount Holyoke College
Cardinal Spellman
Msgr. Wm. Kelly
Mark Brandin's Quick & Reilly Experience 1993 - 1996
Job Brandin & Associates
Industry Investment Management
Experience
Brandin & Associates 1996 - Present
Quick & Reilly 1993 - 1996
Charles Schwab 1988 - 1993
Sherson, Lehman Hutton 1987 - 1988
Crocker National Bank 1977 - 1986
Skills
Investments, Portfolio Management, Banking, Wealth Management, Private Equity, Venture Capital, Retirement Services, Mergers, Investment Advisory, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Valuation, Asset Managment, Retirement, Investment Banking, Due Diligence, Hedge Funds, Asset Allocation, Equities
Education
Harvard Business School 1991 — 1991
Executive Management Studies, Marketing
The University of Chicago 1973 — 1976
MBA, Finance
Stanford University 1968 — 1972
Bachelor of Science (BS), Political Science and Government
Brandin & Associates 1996 - Present
Quick & Reilly 1993 - 1996
Charles Schwab 1988 - 1993
Sherson, Lehman Hutton 1987 - 1988
Crocker National Bank 1977 - 1986
Skills
Investments, Portfolio Management, Banking, Wealth Management, Private Equity, Venture Capital, Retirement Services, Mergers, Investment Advisory, Corporate Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Valuation, Asset Managment, Retirement, Investment Banking, Due Diligence, Hedge Funds, Asset Allocation, Equities
Education
Harvard Business School 1991 — 1991
Executive Management Studies, Marketing
The University of Chicago 1973 — 1976
MBA, Finance
Stanford University 1968 — 1972
Bachelor of Science (BS), Political Science and Government
Autumn DeLeonardis's Quick & Reilly Experience January 1996 - May 1999
Job Accounts Payable Manager
Industry Retail
Experience
Tory Burch August 2014 - Present
Estee Lauder Companies, Inc. 2003 - Present
Estee Lauder November 2005 - May 2013
Adecco 1999 - 2003
Quick & Reilly January 1996 - May 1999
Education
University of Phoenix 2006 — 2009
MBA, Global Business
Long Island University, C.W. Post Campus 1990 — 1994
Bachelor of Science (B.S.), Accounting
Tory Burch August 2014 - Present
Estee Lauder Companies, Inc. 2003 - Present
Estee Lauder November 2005 - May 2013
Adecco 1999 - 2003
Quick & Reilly January 1996 - May 1999
Education
University of Phoenix 2006 — 2009
MBA, Global Business
Long Island University, C.W. Post Campus 1990 — 1994
Bachelor of Science (B.S.), Accounting
Christopher Durchanek, CFA's Quick & Reilly Experience 2001 - 2004
Job Executive Vice President at Folger Nolan Fleming Douglas Incorporated
Industry Financial Services
Experience
Folger Nolan Fleming Douglas Incorporated May 2015 - Present
Folger Nolan Fleming Douglas May 2005 - Present
Quick & Reilly 2001 - 2004
Skills
Series 7, Asset Allocation, Securities, Investments, Mutual Funds, Financial Services, Asset Management, Retirement Planning, Strategic Financial..., Series 63, Wealth Management, Portfolio Management
Education
The George Washington University - School of Business 1990 — 1994
Bachelor’s Degree, Finance and Psychology, Magna Cum Laude
Folger Nolan Fleming Douglas Incorporated May 2015 - Present
Folger Nolan Fleming Douglas May 2005 - Present
Quick & Reilly 2001 - 2004
Skills
Series 7, Asset Allocation, Securities, Investments, Mutual Funds, Financial Services, Asset Management, Retirement Planning, Strategic Financial..., Series 63, Wealth Management, Portfolio Management
Education
The George Washington University - School of Business 1990 — 1994
Bachelor’s Degree, Finance and Psychology, Magna Cum Laude
Charles LaBella's Quick & Reilly Experience 1984 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ridge Clearing 2005 - 2007
Ridge Clearing & Outsourcing Solutions, Inc. 2005 - 2007
US Clearing 1984 - 2007
Quick & Reilly 1984 - 2007
ADP Clearing and Outsourcing Services Inc. 1984 - 2007
ADP 2004 - 2005
U.S. Clearing 1984 - 2005
US Clearing/Fleet Securities/Bank of America 1997 - 2004
FLEET SECURITIES INC 1997 - 2001
Skills
Wealth Management, Back Office, Series 63, Securities, FINRA, Trading Systems, Fixed Income, Brokerage, Series 7, Financial Services, Equities, Investments, Capital Markets, Mutual Funds, Trading, Hedge Funds, Asset Management, Series 24, Portfolio Management, Options
Education
Pace University
Ridge Clearing 2005 - 2007
Ridge Clearing & Outsourcing Solutions, Inc. 2005 - 2007
US Clearing 1984 - 2007
Quick & Reilly 1984 - 2007
ADP Clearing and Outsourcing Services Inc. 1984 - 2007
ADP 2004 - 2005
U.S. Clearing 1984 - 2005
US Clearing/Fleet Securities/Bank of America 1997 - 2004
FLEET SECURITIES INC 1997 - 2001
Skills
Wealth Management, Back Office, Series 63, Securities, FINRA, Trading Systems, Fixed Income, Brokerage, Series 7, Financial Services, Equities, Investments, Capital Markets, Mutual Funds, Trading, Hedge Funds, Asset Management, Series 24, Portfolio Management, Options
Education
Pace University
Tony C Lin's Quick & Reilly Experience 1998 - 1998
Job Business Analyst at First Quadrant
Industry Financial Services
Experience
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
First Quadrant February 2014 - Present
First Quadrant January 2012 - February 2014
First Quadrant June 2008 - December 2011
SSI Investment Management May 2006 - May 2008
Capco 2001 - 2005
Dalton Investments 2003 - 2004
Fisher Investments 1998 - 2001
Quick & Reilly 1998 - 1998
Skills
Hedge Funds, Portfolio Management, Equities, Management, Accounting, Investments, Asset Management, Investment Management, Alternative Investments, Bloomberg, Derivatives, Fixed Income
Education
University of California, San Diego 1995 — 1998
BA, Economics with a Minor in Regional Specialization in Asia
Cupertino HS 1989 — 1993
Lou Conlin's Quick & Reilly Experience January 1993 - July 1994
Job Manager Middle Office Loans/Convertibles/HY at Lord Abbett
Industry Financial Services
Experience
Lord Abbett October 2006 - Present
Susquehanna International Group October 2002 - July 2005
NDB June 2000 - June 2002
The Chase Manhattan Bank 1994 - 1998
Quick & Reilly January 1993 - July 1994
Education
Saint Bonaventure University 1988 — 1992
Lord Abbett October 2006 - Present
Susquehanna International Group October 2002 - July 2005
NDB June 2000 - June 2002
The Chase Manhattan Bank 1994 - 1998
Quick & Reilly January 1993 - July 1994
Education
Saint Bonaventure University 1988 — 1992
Dave Gauhs's Quick & Reilly Experience June 1999 - October 2004
Job VP Financial Consultant Comerica Securities
Industry Investment Management
Experience
Comerica Securities February 2010 - Present
Banc of America Investments October 2004 - February 2010
Quick & Reilly June 1999 - October 2004
Education
Saint Bonaventure University 1995 — 1999
Comerica Securities February 2010 - Present
Banc of America Investments October 2004 - February 2010
Quick & Reilly June 1999 - October 2004
Education
Saint Bonaventure University 1995 — 1999
Erin Zolner, MBA's Quick & Reilly Experience January 2001 - January 2002
Job Owner
Industry Events Services
Experience
perq coffee bar & out and about coffee February 2010 - Present
the lollicake queen November 2010 - April 2015
Alinea Management Corporation 2005 - December 2010
American Financial Advisors, Inc January 2002 - September 2005
Quick & Reilly January 2001 - January 2002
Morgan Stanley 1997 - 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Business Development, Strategic Planning, Business Strategy, New Business Development, Sales Management, Marketing Strategy, Project Management, Program Management, Account Management, Small Business Marketing, Bakery, Specialty Coffee, Advertising, Social Media Marketing, Marketing, Start-ups, Online Advertising, Email Marketing, Online Marketing, Social Networking
Education
University of Florida - Warrington College Of Business 2003 — 2005
MBA, Business Administration, Management and Operations
Rhode Island College 1993 — 1997
BSW, Social Work & Political Science
perq coffee bar & out and about coffee February 2010 - Present
the lollicake queen November 2010 - April 2015
Alinea Management Corporation 2005 - December 2010
American Financial Advisors, Inc January 2002 - September 2005
Quick & Reilly January 2001 - January 2002
Morgan Stanley 1997 - 2001
Skills
Investments, Retirement Planning, Strategic Financial..., Business Development, Strategic Planning, Business Strategy, New Business Development, Sales Management, Marketing Strategy, Project Management, Program Management, Account Management, Small Business Marketing, Bakery, Specialty Coffee, Advertising, Social Media Marketing, Marketing, Start-ups, Online Advertising, Email Marketing, Online Marketing, Social Networking
Education
University of Florida - Warrington College Of Business 2003 — 2005
MBA, Business Administration, Management and Operations
Rhode Island College 1993 — 1997
BSW, Social Work & Political Science
Walt Zawislak's Quick & Reilly Experience 1991 - 2004
Job Financial Consultant with over 25 years of experience
Industry Financial Services
Experience
Investors Capital February 2008 - Present
Advest, Inc. March 2004 - January 2008
Quick & Reilly 1991 - 2004
Fleet Financial/Quick & Reilly 1991 - 2004
Skills
Securities, Investments, Retirement Planning, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1970 — 1972
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1966 — 1970
BS CHE, Chemical Engineering
Northwestern University BS Chem Eng
Investors Capital February 2008 - Present
Advest, Inc. March 2004 - January 2008
Quick & Reilly 1991 - 2004
Fleet Financial/Quick & Reilly 1991 - 2004
Skills
Securities, Investments, Retirement Planning, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1970 — 1972
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1966 — 1970
BS CHE, Chemical Engineering
Northwestern University BS Chem Eng
Jocelyn Sherman, CFP®'s Quick & Reilly Experience November 2002 - September 2003
Job Funds Administration & Operations Analyst at GuideStone Capital Management
Industry Financial Services
Experience
GuideStone Capital Management February 2013 - Present
Clark Investment Strategies September 2003 - December 2012
Quick & Reilly November 2002 - September 2003
Charles Schwab October 2000 - October 2002
Skills
Process Improvement, Series 7, Strategic Financial..., 401k, Mutual Funds, Series 63, Financial Services, Retirement Planning, Investments, Life Insurance, Retirement
Education
University of North Texas Professional Development Institute 2006 — 2007
Personal Financial Planning Certificate
Angelo State University 1996 — 2000
BBA, Business Administration
GuideStone Capital Management February 2013 - Present
Clark Investment Strategies September 2003 - December 2012
Quick & Reilly November 2002 - September 2003
Charles Schwab October 2000 - October 2002
Skills
Process Improvement, Series 7, Strategic Financial..., 401k, Mutual Funds, Series 63, Financial Services, Retirement Planning, Investments, Life Insurance, Retirement
Education
University of North Texas Professional Development Institute 2006 — 2007
Personal Financial Planning Certificate
Angelo State University 1996 — 2000
BBA, Business Administration
Luciano Moschetta's Quick & Reilly Experience 1995 - 2000
Job Senior Vice President & Deputy Director of Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Matt Gellene's Quick & Reilly Experience 1991 - 2004
Job Managing Director Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America/Merrill Lynch January 2009 - Present
Bank of America October 2007 - January 2009
Banc of America Investment Services October 2004 - October 2007
Quick & Reilly 1991 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA
The George Washington University 1985 — 1989
BBA, Finance
Bank of America/Merrill Lynch January 2009 - Present
Bank of America October 2007 - January 2009
Banc of America Investment Services October 2004 - October 2007
Quick & Reilly 1991 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
MBA
The George Washington University 1985 — 1989
BBA, Finance
Donato Montanaro's Quick & Reilly Experience December 1991 - May 1997
Job CEO at TradeKing
Industry Financial Services
Experience
TradeKing May 2005 - Present
American Stock Exchange 2002 - 2005
SURETRADE May 1997 - May 2000
Quick & Reilly December 1991 - May 1997
Skills
Investments, Series 7, Equities, Securities, Asset Management, Trading, Mutual Funds, Series 63, Fixed Income, Options, Financial Services, Risk Management, Series 24, Portfolio Management, Start-ups
Education
The Catholic University of America, Columbus School of Law 1988 — 1991
JD
University of Notre Dame 1984 — 1988
Government & International Relations, Bachelor of Arts
TradeKing May 2005 - Present
American Stock Exchange 2002 - 2005
SURETRADE May 1997 - May 2000
Quick & Reilly December 1991 - May 1997
Skills
Investments, Series 7, Equities, Securities, Asset Management, Trading, Mutual Funds, Series 63, Fixed Income, Options, Financial Services, Risk Management, Series 24, Portfolio Management, Start-ups
Education
The Catholic University of America, Columbus School of Law 1988 — 1991
JD
University of Notre Dame 1984 — 1988
Government & International Relations, Bachelor of Arts
Kenneth Alan Gass's Quick & Reilly Experience November 2002 - September 2004
Job Vice President at Wunderlich Securities. Inc.
Industry Financial Services
Experience
Wunderlich Securities, Inc. March 2009 - Present
Smith Barney September 2003 - February 2009
Quick & Reilly November 2002 - September 2004
Morgan Stanley May 1999 - November 2002
ACI-Carron October 1997 - May 1999
Education
Northwestern University - Kellogg School of Management 1986 — 1991
MBA, Marketing & Accounting
University of Wisconsin-Madison 1969 — 1972
BA, Political Science
Wunderlich Securities, Inc. March 2009 - Present
Smith Barney September 2003 - February 2009
Quick & Reilly November 2002 - September 2004
Morgan Stanley May 1999 - November 2002
ACI-Carron October 1997 - May 1999
Education
Northwestern University - Kellogg School of Management 1986 — 1991
MBA, Marketing & Accounting
University of Wisconsin-Madison 1969 — 1972
BA, Political Science
Beverlee Alberico's Quick & Reilly Experience 2001 - 2002
Job Retired
Industry Construction
Experience
Construction Safety Council October 2002 - June 2014
Quick & Reilly 2001 - 2002
University of Nevada Las Vegas 2001 - 2002
H & R Block Financial Advisors 1997 - 2001
Mother McAuley High School 1983 - 1996
Skills
Risk Management, Strategic Planning, Public Speaking, Team Building, Budgets, Customer Service, Microsoft Office, Microsoft Word, Staff Development, PowerPoint, Program Management, Project Management, Management, Nonprofits
Education
Loyola University of Chicago
B.S., Primary Education
Northeastern Illinois University
M.A., Teaching Mathematics
Saint Xavier University
M.B.A., Finance, General
Construction Safety Council October 2002 - June 2014
Quick & Reilly 2001 - 2002
University of Nevada Las Vegas 2001 - 2002
H & R Block Financial Advisors 1997 - 2001
Mother McAuley High School 1983 - 1996
Skills
Risk Management, Strategic Planning, Public Speaking, Team Building, Budgets, Customer Service, Microsoft Office, Microsoft Word, Staff Development, PowerPoint, Program Management, Project Management, Management, Nonprofits
Education
Loyola University of Chicago
B.S., Primary Education
Northeastern Illinois University
M.A., Teaching Mathematics
Saint Xavier University
M.B.A., Finance, General
Debbie Balmat's Quick & Reilly Experience August 2003 - June 2004
Job Former Assistant Branch Manager at Compass Financial Resources
Industry Financial Services
Experience
Compass Financial Resources August 2006 - August 2014
Reliant Financial Services June 2004 - July 2006
Quick & Reilly August 2003 - June 2004
UBS PaineWebber Incorporated June 1999 - June 2003
Parker/ Hunter Incorporated June 1997 - June 1999
Skills
Management, Training, Analysis, Budgets, Human Resources, Auditing, Insurance, Investments
Education
Lakeland Community College
Accounting
Compass Financial Resources August 2006 - August 2014
Reliant Financial Services June 2004 - July 2006
Quick & Reilly August 2003 - June 2004
UBS PaineWebber Incorporated June 1999 - June 2003
Parker/ Hunter Incorporated June 1997 - June 1999
Skills
Management, Training, Analysis, Budgets, Human Resources, Auditing, Insurance, Investments
Education
Lakeland Community College
Accounting
Sean Roy-Becker's Quick & Reilly Experience 2001 - 2004
Job Vice President TD Wealth, Private Client Group
Industry Financial Services
Experience
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
TD Bank September 2010 - Present
Key Private Bank 2006 - September 2010
Banknorth Investment Group September 2004 - December 2006
Quick & Reilly 2001 - 2004
Liberty Funds 1998 - 2001
Skills
CRM, Customer Service, Investments, Management, Wealth Management, Banking, Business Planning, Finance, Financial Planning, Financial Services, Leadership, Loans, Mutual Funds, Portfolio Management, Retail Banking
Education
Husson University
BA, Accounting
Martina Travis's Quick & Reilly Experience July 1990 - January 2000
Job Human Resources & Payroll Manager at American Collectors Insurance
Industry Insurance
Experience
American Collectors Insurance July 2014 - Present
American Collectors Insurance March 2010 - Present
Family Service 2006 - 2008
Quick & Reilly July 1990 - January 2000
Skills
Management, Customer Service, Marketing, Leadership, Microsoft Excel, Sales, Public Speaking, PowerPoint, Team Building, Portfolio Management, Insurance
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
B.S.B.A., Marketing, Finance
American Collectors Insurance July 2014 - Present
American Collectors Insurance March 2010 - Present
Family Service 2006 - 2008
Quick & Reilly July 1990 - January 2000
Skills
Management, Customer Service, Marketing, Leadership, Microsoft Excel, Sales, Public Speaking, PowerPoint, Team Building, Portfolio Management, Insurance
Education
University of Delaware - Lerner College of Business and Economics 1986 — 1990
B.S.B.A., Marketing, Finance
Frank Kimball's Quick & Reilly Experience 2000 - 2002
Job Financial Service Industry Executive
Industry Financial Services
Experience
North Highland February 2015 - Present
Columbia Management May 2004 - 2014
Quick & Reilly 2000 - 2002
Bank of America formerly FleetBoston 1998 - 2000
Bank of America formerly FleetBoston 1993 - 1998
Skills
Leadership, Business Strategy, Team Leadership, Change Management, Strategic Planning, Risk Management, FINRA, Business Process..., Financial Services, Asset Managment, Brokerage, Strategy, consulting, Finance, Investments, Salesforce.com, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Equities, ETFs, Bonds, Investment Management, Separately Managed..., Mutual Funds, Series 7, Series 65, Series 24, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance / Accounting
Manhattanville College
BA, Economics / Mathematics
Chelmsford High School
North Highland February 2015 - Present
Columbia Management May 2004 - 2014
Quick & Reilly 2000 - 2002
Bank of America formerly FleetBoston 1998 - 2000
Bank of America formerly FleetBoston 1993 - 1998
Skills
Leadership, Business Strategy, Team Leadership, Change Management, Strategic Planning, Risk Management, FINRA, Business Process..., Financial Services, Asset Managment, Brokerage, Strategy, consulting, Finance, Investments, Salesforce.com, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory, Wealth Management..., Securities, Equities, ETFs, Bonds, Investment Management, Separately Managed..., Mutual Funds, Series 7, Series 65, Series 24, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance / Accounting
Manhattanville College
BA, Economics / Mathematics
Chelmsford High School
Stephen Boscarino's Quick & Reilly Experience May 1996 - March 2001
Job Energy Consultant at Energy By Choice, Ltd
Industry Renewables & Environment
Experience
Energy By Choice, Ltd July 2013 - Present
TD Ameritrade March 2005 - December 2011
Banc of America Investments March 2002 - March 2005
Quick & Reilly May 1996 - March 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Series 7, Series 65, Series 9, Series 10, Life and Variable..., Managed Services, FINRA, Financial Services, Series 63, Tactical Asset..., Technical Analysis, Customer Service, High Net Worth...
Education
State University of New York College at Brockport 1984 — 1988
Bachelor of Science, English
Energy By Choice, Ltd July 2013 - Present
TD Ameritrade March 2005 - December 2011
Banc of America Investments March 2002 - March 2005
Quick & Reilly May 1996 - March 2001
Waterhouse Securities 1993 - 1995
Skills
Fixed Income, Series 7, Series 65, Series 9, Series 10, Life and Variable..., Managed Services, FINRA, Financial Services, Series 63, Tactical Asset..., Technical Analysis, Customer Service, High Net Worth...
Education
State University of New York College at Brockport 1984 — 1988
Bachelor of Science, English
M. Brian Todd's Quick & Reilly Experience 2001 - 2002
Job Investment Associate
Industry Financial Services
Experience
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Wunderlich Securities 2007 - 2008
Wachovia Securities, LLC 2004 - 2007
A.G. Edwards 2002 - 2003
Quick & Reilly 2001 - 2002
Fidelity Investments 1996 - 2001
Education
The University of Memphis 1987 — 1994
Bachelor's of Business Administration, Sales and Marketing minor Finance
Richard Soares's Quick & Reilly Experience January 2001 - August 2002
Job Senior Software Engineer at RXinsider
Industry Information Technology and Services
Experience
RXinsider April 2006 - Present
Sole Proprietor January 1997 - Present
ChoiceTrade 2009 - 2011
Vacations in Rhode Island 2006 - 2009
Rhode Island Economic Development Corporation 2004 - 2006
Sane Solutions 2002 - 2006
RawData Corp. 2001 - 2005
Toyota 2002 - 2004
Quick & Reilly January 2001 - August 2002
SURETRADE.COM 1997 - 2001
Skills
PHP, MySQL, CSS, Linux, jQuery, Python, Perl, OOP, FreeBSD, SQL Server, Flex, Firewalls, Switches, Software Development, Database Design, MVC, Access, ColdFusion, JavaScript, HTML, XML, AJAX, SQL, Apache, XHTML, HTML5, Web Development, ASP, Programming, Unix, Subversion, Ruby, .NET, CodeIgniter, CakePHP, JSON, HTML 5, object oriented..., Git, Mobile Applications
Education
Information Systems Audit and Control Association, ISACA 2014 — 2014
Auditing the Modern Web Application, Information Systems Audit and Control
Harvard University 2013 — 2014
Massive Open Online Courses, Computer Science CS50
Pepperdine University 2012 — 2013
Massive Open Online Courses, Data Structures - CoSc 320
BroadVision
Certified, Broadvision Developer
Segue
Certified, Quality Assurance Developer
Six Sigma
Certified, Black Belt in Management & Operations
Community College of Rhode Island
Certificate, Courses in Accounting
Community College of Rhode Island 1993 — 1994
Certificate, Courses in Management
Rhode Island School of Design 1987 — 1992
MFA, Graphic Design
New England Institute of Technology 1984 — 1986
Certificate, Mechanical Engineering
RXinsider April 2006 - Present
Sole Proprietor January 1997 - Present
ChoiceTrade 2009 - 2011
Vacations in Rhode Island 2006 - 2009
Rhode Island Economic Development Corporation 2004 - 2006
Sane Solutions 2002 - 2006
RawData Corp. 2001 - 2005
Toyota 2002 - 2004
Quick & Reilly January 2001 - August 2002
SURETRADE.COM 1997 - 2001
Skills
PHP, MySQL, CSS, Linux, jQuery, Python, Perl, OOP, FreeBSD, SQL Server, Flex, Firewalls, Switches, Software Development, Database Design, MVC, Access, ColdFusion, JavaScript, HTML, XML, AJAX, SQL, Apache, XHTML, HTML5, Web Development, ASP, Programming, Unix, Subversion, Ruby, .NET, CodeIgniter, CakePHP, JSON, HTML 5, object oriented..., Git, Mobile Applications
Education
Information Systems Audit and Control Association, ISACA 2014 — 2014
Auditing the Modern Web Application, Information Systems Audit and Control
Harvard University 2013 — 2014
Massive Open Online Courses, Computer Science CS50
Pepperdine University 2012 — 2013
Massive Open Online Courses, Data Structures - CoSc 320
BroadVision
Certified, Broadvision Developer
Segue
Certified, Quality Assurance Developer
Six Sigma
Certified, Black Belt in Management & Operations
Community College of Rhode Island
Certificate, Courses in Accounting
Community College of Rhode Island 1993 — 1994
Certificate, Courses in Management
Rhode Island School of Design 1987 — 1992
MFA, Graphic Design
New England Institute of Technology 1984 — 1986
Certificate, Mechanical Engineering
Eric Flowers's Quick & Reilly Experience September 1996 - August 2004
Job Managing Sales Director at North Shore Financial Group an Office of MetLife.
Industry Financial Services
Experience
North Shore Financial Group, an office of Metlife August 2005 - Present
Banc of America Investment Services, Inc. August 2004 - August 2005
Quick & Reilly September 1996 - August 2004
Skills
Fixed Annuities, Series 63, Series 7, Life Insurance, Retirement Planning, IRAs, Mutual Funds, Securities, 401k, Wealth Management..., Financial Services, Disability Insurance, Investments, Employee Benefits, Long-Term Care Insurance, Health Insurance
Education
Monmouth University 1992 — 1996
BA, Communications
Farmindale High School 1990 — 1992
North Shore Financial Group, an office of Metlife August 2005 - Present
Banc of America Investment Services, Inc. August 2004 - August 2005
Quick & Reilly September 1996 - August 2004
Skills
Fixed Annuities, Series 63, Series 7, Life Insurance, Retirement Planning, IRAs, Mutual Funds, Securities, 401k, Wealth Management..., Financial Services, Disability Insurance, Investments, Employee Benefits, Long-Term Care Insurance, Health Insurance
Education
Monmouth University 1992 — 1996
BA, Communications
Farmindale High School 1990 — 1992
Anthony Evangelista's Quick & Reilly Experience May 2000 - September 2004
Job AVP Trading/Tech at Banc of America Investments
Industry Financial Services
Experience
Banc of America Investments May 2000 - Present
Bank of America 2000 - Present
Quick & Reilly May 2000 - September 2004
Merrill Lynch November 1989 - May 1990
Education
Bryant University 1986 — 1990
BS/BA, Accounting/Finanace
Banc of America Investments May 2000 - Present
Bank of America 2000 - Present
Quick & Reilly May 2000 - September 2004
Merrill Lynch November 1989 - May 1990
Education
Bryant University 1986 — 1990
BS/BA, Accounting/Finanace
Charles Metzger's Quick & Reilly Experience 2001 - 2002
Job VA Program Manager at Kaplan University
Industry E-Learning
Experience
Kaplan University February 2013 - Present
Kaplan University September 2010 - February 2013
Kaplan University March 2010 - September 2010
Custom Coating Solutions June 2008 - April 2010
Paul Davis Restoration 2005 - 2008
Immuno Laboratories September 2003 - December 2005
PartsBase.com 2002 - 2003
Quick & Reilly 2001 - 2002
Prudential Securities 2000 - 2001
Skills
Business Development, Customer Service, Management, Marketing, Customer Satisfaction, Research, Training, Networking, Sales, Strategic Planning, Sales Management, Team Building, Process Improvement, Project Management, Value Chain Analysis, Consultative Sales..., Business Strategy, Business Acumen, Start-ups
Education
Kaplan University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Phoenix 2002 — 2004
BS Management, Management
Santa Fe Community College 1996 — 1999
AA, Business
University of Florida 1994 — 1996
General
Kaplan University February 2013 - Present
Kaplan University September 2010 - February 2013
Kaplan University March 2010 - September 2010
Custom Coating Solutions June 2008 - April 2010
Paul Davis Restoration 2005 - 2008
Immuno Laboratories September 2003 - December 2005
PartsBase.com 2002 - 2003
Quick & Reilly 2001 - 2002
Prudential Securities 2000 - 2001
Skills
Business Development, Customer Service, Management, Marketing, Customer Satisfaction, Research, Training, Networking, Sales, Strategic Planning, Sales Management, Team Building, Process Improvement, Project Management, Value Chain Analysis, Consultative Sales..., Business Strategy, Business Acumen, Start-ups
Education
Kaplan University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Phoenix 2002 — 2004
BS Management, Management
Santa Fe Community College 1996 — 1999
AA, Business
University of Florida 1994 — 1996
General
Sue Shoop's Quick & Reilly Experience May 2000 - July 2002
Job SVP at Citibank
Industry Banking
Experience
Citi February 2005 - Present
JPMChase July 2001 - January 2005
Quick & Reilly May 2000 - July 2002
Chase Manhattan Corporation August 1983 - April 2000
Skills
Financial Services, Portfolio Management, Program Management, Banking, Vendor Management, Business Analysis, Process Improvement, Risk Management, Mergers, Strategy, Business Intelligence, Change Management, Project Management, Management, Financial Risk, IT Strategy, Mergers & Acquisitions, Integration, Finance, Business Requirements, Business Process..., Management Consulting, Business Transformation, SDLC, Project Planning, CRM, Business Process..., PMO, Business Process, Governance, Project Portfolio..., Enterprise Architecture, Software Project..., IT Management, Financial Analysis, Leadership
Education
Lehigh University 1979 — 1983
BS, Accounting & Finance
Citi February 2005 - Present
JPMChase July 2001 - January 2005
Quick & Reilly May 2000 - July 2002
Chase Manhattan Corporation August 1983 - April 2000
Skills
Financial Services, Portfolio Management, Program Management, Banking, Vendor Management, Business Analysis, Process Improvement, Risk Management, Mergers, Strategy, Business Intelligence, Change Management, Project Management, Management, Financial Risk, IT Strategy, Mergers & Acquisitions, Integration, Finance, Business Requirements, Business Process..., Management Consulting, Business Transformation, SDLC, Project Planning, CRM, Business Process..., PMO, Business Process, Governance, Project Portfolio..., Enterprise Architecture, Software Project..., IT Management, Financial Analysis, Leadership
Education
Lehigh University 1979 — 1983
BS, Accounting & Finance
lang jeffrey's Quick & Reilly Experience October 2001 - August 2005
Job VP Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi August 2005 - Present
Quick & Reilly October 2001 - August 2005
Neuberger Berman July 1999 - July 2001
Dreyfus 1993 - 1999
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Financial Advisory, Securities, Investments, Retirement, IRAs, Portfolio Management, 401k, Life Insurance, Asset Management, Credit, Bonds, ETFs, Estate Planning, Finance, Insurance, Investment Management, Long-term Care, Options, Pensions, Separately Managed..., Series 24, Strategic Financial..., Variable Annuities, Wealth, Wealth Management..., Series 6, Hedge Funds, Uniform Combined State..., Banking, FINRA, Financial Markets, Trading, Financial Modeling, High Net Worth..., Derivatives, Financial Services, Series 65, Financial Planners
Education
Hofstra University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Hofstra University 1990 — 1993
Master's degree, Banking and Financial Support Services
Citi August 2005 - Present
Quick & Reilly October 2001 - August 2005
Neuberger Berman July 1999 - July 2001
Dreyfus 1993 - 1999
Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Fixed Annuities, Fixed Income, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Financial Advisory, Securities, Investments, Retirement, IRAs, Portfolio Management, 401k, Life Insurance, Asset Management, Credit, Bonds, ETFs, Estate Planning, Finance, Insurance, Investment Management, Long-term Care, Options, Pensions, Separately Managed..., Series 24, Strategic Financial..., Variable Annuities, Wealth, Wealth Management..., Series 6, Hedge Funds, Uniform Combined State..., Banking, FINRA, Financial Markets, Trading, Financial Modeling, High Net Worth..., Derivatives, Financial Services, Series 65, Financial Planners
Education
Hofstra University 1998 — 2000
Master of Business Administration (MBA), Finance, General
Hofstra University 1990 — 1993
Master's degree, Banking and Financial Support Services
Edward Spiegel's Quick & Reilly Experience 2000 - 2003
Job Compliance Officer at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
E*TRADE Financial Senior Compliance ManagerE*TRADE FinancialApril 2013 - Present
GWIM Learning project manager Bank of America 2000 - 2008
Quick & Reilly 2000 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Skills
Risk Management, Portfolio Management, Process Improvement, CRM, Financial Services, Program Management, Business Analysis, Banking, Change Management, Management, Visio, Project Management
Education
State University of New York College at Oneonta
Ted Statharos's Quick & Reilly Experience June 2000 - June 2001
Job Sales Manager at Rothco
Industry Wholesale
Experience
Rothco February 2004 - Present
Rothco February 2004 - Present
New York Merchants Protective August 2002 - February 2004
Quick & Reilly June 2000 - June 2001
Skills
Product Development, Account Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Marketing
Hofstra University 1991 — 1996
BA, Psychology
Rothco February 2004 - Present
Rothco February 2004 - Present
New York Merchants Protective August 2002 - February 2004
Quick & Reilly June 2000 - June 2001
Skills
Product Development, Account Management
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 2000
MBA, Marketing
Hofstra University 1991 — 1996
BA, Psychology
Donald Gilreath's Quick & Reilly Experience September 1986 - November 1989
Job Owner, Mobile Mower Mechanic
Industry Machinery
Experience
Mobile Mower Mechanic February 2008 - Present
General Rental November 1989 - January 2008
Quick & Reilly September 1986 - November 1989
Olde Discount Stockbrokers February 1984 - September 1986
Skills
Public Speaking, Management, Team Building, Microsoft Word, Leadership, Leadership Development, Coaching, Strategic Planning, Budgets, Team Leadership, Sales Management, Marketing Strategy
Education
Brigham Young University 1979 — 1982
BS, Family Financial Planning & Counseling
Mobile Mower Mechanic February 2008 - Present
General Rental November 1989 - January 2008
Quick & Reilly September 1986 - November 1989
Olde Discount Stockbrokers February 1984 - September 1986
Skills
Public Speaking, Management, Team Building, Microsoft Word, Leadership, Leadership Development, Coaching, Strategic Planning, Budgets, Team Leadership, Sales Management, Marketing Strategy
Education
Brigham Young University 1979 — 1982
BS, Family Financial Planning & Counseling
Dennis Flowers's Quick & Reilly Experience July 1994 - November 1997
Job Senior Vice President Mobile Product Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2014 - Present
Northern Trust May 2006 - February 2014
BMO Harris Bank - Harris Investor Services August 2005 - May 2006
BMO Harris Bank - Harrisdirect May 2002 - August 2005
BMO Harris Bank - Harris InvestorLine April 1999 - May 2002
BMO Harris Bank - Harris Investors Direct November 1997 - April 1999
Quick & Reilly July 1994 - November 1997
Quick & Reilly September 1991 - July 1994
Skills
Wealth Management, Banking, Mobile Devices, Financial Services, Strategy, Product Management, Mobile Applications, Business Analysis, Investments, Mobile Technology, Mutual Funds, Agile & Waterfall..., Program Management, Equities, SDLC, Risk Management, Management, Portfolio Management, Product Development, Brokerage, Product Strategies, iOS, Team Leadership
Education
Drake University 1985 — 1989
BS, Finance
Northern Trust Corporation March 2014 - Present
Northern Trust May 2006 - February 2014
BMO Harris Bank - Harris Investor Services August 2005 - May 2006
BMO Harris Bank - Harrisdirect May 2002 - August 2005
BMO Harris Bank - Harris InvestorLine April 1999 - May 2002
BMO Harris Bank - Harris Investors Direct November 1997 - April 1999
Quick & Reilly July 1994 - November 1997
Quick & Reilly September 1991 - July 1994
Skills
Wealth Management, Banking, Mobile Devices, Financial Services, Strategy, Product Management, Mobile Applications, Business Analysis, Investments, Mobile Technology, Mutual Funds, Agile & Waterfall..., Program Management, Equities, SDLC, Risk Management, Management, Portfolio Management, Product Development, Brokerage, Product Strategies, iOS, Team Leadership
Education
Drake University 1985 — 1989
BS, Finance
John Mando's Quick & Reilly Experience July 1991 - May 2002
Job Mutual Fund Client Representative
Industry Financial Services
Experience
Dreyfus Mutual Funds May 2006 - Present
Quick & Reilly July 1991 - May 2002
Merrill, Lynch & Co May 1989 - June 1991
Smith, Barney & Co. July 1985 - May 1989
Skills
Series 63, Mutual Funds, Series 7, Fixed Income
Education
Hofstra University
B.A, Business
Dreyfus Mutual Funds May 2006 - Present
Quick & Reilly July 1991 - May 2002
Merrill, Lynch & Co May 1989 - June 1991
Smith, Barney & Co. July 1985 - May 1989
Skills
Series 63, Mutual Funds, Series 7, Fixed Income
Education
Hofstra University
B.A, Business
Pedro Jimenez, CRPC's Quick & Reilly Experience June 1995 - December 2000
Job Branch Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
Banc of America Investments December 2008 - January 2009
Banc of America Investments December 2000 - December 2008
Quick & Reilly June 1995 - December 2000
Skills
Series 7, Wealth Management, IRAs, Investments, FINRA, Series 63, Mutual Funds, Retirement Planning, Retirement, Series 24, Fixed Annuities, 401k, Investment Management, Life Insurance, Asset Management, Bonds, Series 6, Fixed Income, ETFs, Asset Allocation, Alternative Investments, Wealth Management..., Insurance, Financial Planners, Strategic Financial..., Series 65, Investment Advisory, Financial Advisory, Estate Planning, Securities, Relationship Management, Uniform Combined State..., Equities, Financial Services, Investment Strategies, Portfolio Management, Finance, Financial Risk, High Net Worth..., Wealth, Loans
Education
Embry-Riddle Aeronautical University 1987 — 1992
BS, Business major, Finance minor
Stuyvesant HS
Merrill Lynch October 2009 - Present
Banc of America Investments December 2008 - January 2009
Banc of America Investments December 2000 - December 2008
Quick & Reilly June 1995 - December 2000
Skills
Series 7, Wealth Management, IRAs, Investments, FINRA, Series 63, Mutual Funds, Retirement Planning, Retirement, Series 24, Fixed Annuities, 401k, Investment Management, Life Insurance, Asset Management, Bonds, Series 6, Fixed Income, ETFs, Asset Allocation, Alternative Investments, Wealth Management..., Insurance, Financial Planners, Strategic Financial..., Series 65, Investment Advisory, Financial Advisory, Estate Planning, Securities, Relationship Management, Uniform Combined State..., Equities, Financial Services, Investment Strategies, Portfolio Management, Finance, Financial Risk, High Net Worth..., Wealth, Loans
Education
Embry-Riddle Aeronautical University 1987 — 1992
BS, Business major, Finance minor
Stuyvesant HS
Elizabeth Featherston's Quick & Reilly Experience 2000 - 2004
Job Retired
Industry Restaurants
Experience
Featherston Family March 2013 - Present
Subway November 2004 - March 2013
Quick & Reilly 2000 - 2004
Fleet Bank 1990 - 2000
US Air Force 1984 - 1986
Skills
Retirement, Grand Parent, Mothers, Entrepreneurship, Customer Service, Sales, Team Building, Food, Marketing, Technology Integration, Project Management, Bookkeeping, Organizational...
Education
Coventry High School, Coventry, CT 1980 — 1993
University of Connecticut 1982 — 1984
Featherston Family March 2013 - Present
Subway November 2004 - March 2013
Quick & Reilly 2000 - 2004
Fleet Bank 1990 - 2000
US Air Force 1984 - 1986
Skills
Retirement, Grand Parent, Mothers, Entrepreneurship, Customer Service, Sales, Team Building, Food, Marketing, Technology Integration, Project Management, Bookkeeping, Organizational...
Education
Coventry High School, Coventry, CT 1980 — 1993
University of Connecticut 1982 — 1984
Farah D. Saint Jean's Quick & Reilly Experience June 1997 - September 2004
Job Asset Backed Finance Sales
Industry Capital Markets
Experience
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
Wells Fargo Securities December 2014 - Present
Wells Fargo Securities February 2012 - December 2014
Banc of America Securities LLC October 2004 - December 2010
Quick & Reilly June 1997 - September 2004
Fleet Securities, Inc. August 1993 - June 1997
Skills
Sales, Capital Markets, Securities, Fixed Income, Portfolio Management, Trading, Series 63, Series 7, Bonds, Bloomberg, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
Inessa Galuzina's Quick & Reilly Experience November 2000 - March 2003
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2005 - Present
Standard & Poor's March 2003 - April 2005
Quick & Reilly November 2000 - March 2003
Pfizer August 1997 - November 2000
Education
Brooklyn College 1992 — 1995
Accounting and Computer Science
Saint Petersburg Institute of Trade and Economics 1986 — 1991
BS, Economics
JPMorgan Chase April 2005 - Present
Standard & Poor's March 2003 - April 2005
Quick & Reilly November 2000 - March 2003
Pfizer August 1997 - November 2000
Education
Brooklyn College 1992 — 1995
Accounting and Computer Science
Saint Petersburg Institute of Trade and Economics 1986 — 1991
BS, Economics
Richard Morford's Quick & Reilly Experience 1995 - 1997
Job Vice President @ Moore & Morford, Inc.
Industry Construction
Experience
Moore & Morford, Inc. June 2002 - Present
Fidelity Investments 1999 - 2002
DiSalvo Ericson Group 1997 - 1999
Quick & Reilly 1995 - 1997
Skills
Construction, Construction Management, Value Engineering, Metal Fabrication, Strategic Planning, Pre-construction, Project Estimation, Change Orders, Primavera P6, Steel Structures, Contractors, Constructability, Subcontracting, Structural Engineering, CPM Scheduling
Education
Lehigh University 1990 — 1995
BSCE, Civil Engineering
Moore & Morford, Inc. June 2002 - Present
Fidelity Investments 1999 - 2002
DiSalvo Ericson Group 1997 - 1999
Quick & Reilly 1995 - 1997
Skills
Construction, Construction Management, Value Engineering, Metal Fabrication, Strategic Planning, Pre-construction, Project Estimation, Change Orders, Primavera P6, Steel Structures, Contractors, Constructability, Subcontracting, Structural Engineering, CPM Scheduling
Education
Lehigh University 1990 — 1995
BSCE, Civil Engineering
Lorene Wenz's Quick & Reilly Experience January 2002 - May 2004
Job Financial Services Professional
Industry
Experience
Capital Group August 2011 - Present
Merrill Lynch November 2006 - February 2009
Quick & Reilly January 2002 - May 2004
Education
Concordia University Irvine 2015 — 2017
MBA
California Lutheran University
BA, Political Science, Business
Capital Group August 2011 - Present
Merrill Lynch November 2006 - February 2009
Quick & Reilly January 2002 - May 2004
Education
Concordia University Irvine 2015 — 2017
MBA
California Lutheran University
BA, Political Science, Business
Lori Loiodice's Quick & Reilly Experience 2001 - 2005
Job
Industry Financial Services
Experience
Thomson Reuters 2008 - Present
Quick & Reilly 2001 - 2005
Education
Fairleigh Dickinson University 1996 — 2000
BS
Thomson Reuters 2008 - Present
Quick & Reilly 2001 - 2005
Education
Fairleigh Dickinson University 1996 — 2000
BS
Chris Chanod's Quick & Reilly Experience January 1999 - February 2001
Job Prime Services Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
PrimeOne Solutions June 2013 - August 2015
Citi 2009 - 2013
Deutsche Bank 2001 - 2009
Quick & Reilly January 1999 - February 2001
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Equity Derivatives, Series 7, Swaps, Options, Financial Markets, Valuation, Electronic Trading, Commodity, Asset Managment, Global Custody, Portfolio Management, Corporate Actions, Investments, ETFs, Structured Finance, Series 24, Bloomberg, Securities Lending, Market Risk, High Yield, Investment Banking, CDS, FX Options, Fund Of Funds, Wealth Management, MBS, Structured Products, Fund Administration, Capital Markets, Credit Derivatives, Interest Rate..., Trading, Equity Trading, Trading Systems, Alternative Investments, Equity Capital Markets, Bonds, Securities, Asset Management, Series 63
Education
City University of New York-College of Staten Island
Business Administration and Management, General
Wells Fargo September 2015 - Present
PrimeOne Solutions June 2013 - August 2015
Citi 2009 - 2013
Deutsche Bank 2001 - 2009
Quick & Reilly January 1999 - February 2001
Skills
Prime Brokerage, Hedge Funds, Equities, Fixed Income, Derivatives, Equity Derivatives, Series 7, Swaps, Options, Financial Markets, Valuation, Electronic Trading, Commodity, Asset Managment, Global Custody, Portfolio Management, Corporate Actions, Investments, ETFs, Structured Finance, Series 24, Bloomberg, Securities Lending, Market Risk, High Yield, Investment Banking, CDS, FX Options, Fund Of Funds, Wealth Management, MBS, Structured Products, Fund Administration, Capital Markets, Credit Derivatives, Interest Rate..., Trading, Equity Trading, Trading Systems, Alternative Investments, Equity Capital Markets, Bonds, Securities, Asset Management, Series 63
Education
City University of New York-College of Staten Island
Business Administration and Management, General
Tim Soots's Quick & Reilly Experience December 2000 - February 2004
Job Rehab Sales Consultant
Industry Medical Devices
Experience
Patterson Medical May 2011 - Present
First Data Corporation / FDIS South June 2006 - May 2011
Nova Information Systems February 2004 - May 2006
Quick & Reilly December 2000 - February 2004
Skills
Medical Devices, Microsoft Office, Strategic Planning, Healthcare, New Business Development, Microsoft Excel, Cross-functional Team..., Marketing Strategy, Sales Operations, Sales, Team Building, Orthopedics, Capital Equipment, Sales Management, Product Launch, Account Management, Leadership, Management, Product Development, Cold Calling, Market Development, Customer Service, Hospitals, Marketing, Start-ups, Product Marketing, Business Development, Direct Sales
Education
Campbell University
Business Administration, Political Science and Business
Thayer School of Engineering at Dartmouth
Lean Six Sigma Certification, LSS Green Belt and LSS Black Belt
Patterson Medical May 2011 - Present
First Data Corporation / FDIS South June 2006 - May 2011
Nova Information Systems February 2004 - May 2006
Quick & Reilly December 2000 - February 2004
Skills
Medical Devices, Microsoft Office, Strategic Planning, Healthcare, New Business Development, Microsoft Excel, Cross-functional Team..., Marketing Strategy, Sales Operations, Sales, Team Building, Orthopedics, Capital Equipment, Sales Management, Product Launch, Account Management, Leadership, Management, Product Development, Cold Calling, Market Development, Customer Service, Hospitals, Marketing, Start-ups, Product Marketing, Business Development, Direct Sales
Education
Campbell University
Business Administration, Political Science and Business
Thayer School of Engineering at Dartmouth
Lean Six Sigma Certification, LSS Green Belt and LSS Black Belt
Jonathan Marchetti's Quick & Reilly Experience 2001 - 2003
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2005 - Present
Citizens Bank March 2003 - December 2005
Quick & Reilly 2001 - 2003
Skills
Relationship Management, Mutual Funds, Portfolio Management, Series 7, Series 24, Series 99, Series 63, Retirement, Investments, New Business Development, Pensions, Personal Financial..., Innovative Problem..., Uniform Combined State..., Rhode Island Insurance..., 401k, Investment Advisory, Asset Allocation, Financial Advisory
Education
Rhode Island College 2007 — 2010
Master of Professional Accountancy (MPAc), Financial Planning and Services
Rhode Island College 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Fidelity Investments June 2014 - Present
Fidelity Investments December 2005 - Present
Citizens Bank March 2003 - December 2005
Quick & Reilly 2001 - 2003
Skills
Relationship Management, Mutual Funds, Portfolio Management, Series 7, Series 24, Series 99, Series 63, Retirement, Investments, New Business Development, Pensions, Personal Financial..., Innovative Problem..., Uniform Combined State..., Rhode Island Insurance..., 401k, Investment Advisory, Asset Allocation, Financial Advisory
Education
Rhode Island College 2007 — 2010
Master of Professional Accountancy (MPAc), Financial Planning and Services
Rhode Island College 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Brendan Riffle's Quick & Reilly Experience December 2001 - August 2004
Job Broker Sales Manager at Extensis Group
Industry Outsourcing/Offshoring
Experience
Extensis Group February 2015 - Present
ADP Total Source July 2010 - Present
Fidelity Investments September 2004 - May 2010
Quick & Reilly December 2001 - August 2004
Skills
Employee Benefits, Benefits Administration, Cold Calling, Succession Planning, Payroll, Human Resources, Sales Process, Recruiting, HR Consulting, Performance Management, Sales, Employee Relations, Talent Acquisition, Account Management, Consulting, 401k, Business Development, Sales Management, Coaching, BPO, Customer Retention, Leadership, Direct Sales, ADP Payroll, Selling, CRM, Training, Sales Presentations, PEO, Salesforce.com, Sales Operations, Lead Generation, HRO, Management, New Business Development, Solution Selling, HRIS, Customer Service, B2B
Education
SUNY Stony Brook 1994 — 1998
Extensis Group February 2015 - Present
ADP Total Source July 2010 - Present
Fidelity Investments September 2004 - May 2010
Quick & Reilly December 2001 - August 2004
Skills
Employee Benefits, Benefits Administration, Cold Calling, Succession Planning, Payroll, Human Resources, Sales Process, Recruiting, HR Consulting, Performance Management, Sales, Employee Relations, Talent Acquisition, Account Management, Consulting, 401k, Business Development, Sales Management, Coaching, BPO, Customer Retention, Leadership, Direct Sales, ADP Payroll, Selling, CRM, Training, Sales Presentations, PEO, Salesforce.com, Sales Operations, Lead Generation, HRO, Management, New Business Development, Solution Selling, HRIS, Customer Service, B2B
Education
SUNY Stony Brook 1994 — 1998
Matthew Bernier's Quick & Reilly Experience May 2003 - December 2004
Job CT Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
Michael Colen's Quick & Reilly Experience November 2002 - January 2004
Job Finance & Business Manager at Apple Ford
Industry Automotive
Experience
Apple Ford May 2014 - Present
Apple Nissan April 2011 - May 2014
Bethpage Financial Services September 2004 - October 2010
UVEST Financial Services 2004 - 2010
Essex National Securities January 2004 - September 2004
Quick & Reilly November 2002 - January 2004
Independent Financial Marketing Group @ Astoria Federal Savings November 1997 - November 2002
Education
State University of New York College at Oneonta 1981 — 1985
Bachelors, Economics
Apple Ford May 2014 - Present
Apple Nissan April 2011 - May 2014
Bethpage Financial Services September 2004 - October 2010
UVEST Financial Services 2004 - 2010
Essex National Securities January 2004 - September 2004
Quick & Reilly November 2002 - January 2004
Independent Financial Marketing Group @ Astoria Federal Savings November 1997 - November 2002
Education
State University of New York College at Oneonta 1981 — 1985
Bachelors, Economics
Afraz Hack's Quick & Reilly Experience September 1999 - August 2000
Job Senior Manager at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers September 2004 - Present
DOAR Litigation Consulting January 2003 - September 2004
DCS Corp August 2000 - December 2002
Quick & Reilly September 1999 - August 2000
Weill Cornell Medical College June 1998 - September 1999
Skills
IT Management, System Administration, Infrastructure, Information Technology, IT Strategy, IT Audit, CRM, Enterprise Architecture, Risk Management, Governance, Business Process..., Program Management, Business Process
Education
New York University 1994 — 1998
BA, Computer Science, Mathematics
PricewaterhouseCoopers September 2004 - Present
DOAR Litigation Consulting January 2003 - September 2004
DCS Corp August 2000 - December 2002
Quick & Reilly September 1999 - August 2000
Weill Cornell Medical College June 1998 - September 1999
Skills
IT Management, System Administration, Infrastructure, Information Technology, IT Strategy, IT Audit, CRM, Enterprise Architecture, Risk Management, Governance, Business Process..., Program Management, Business Process
Education
New York University 1994 — 1998
BA, Computer Science, Mathematics
Piero Pellei's Quick & Reilly Experience 2000 - 2005
Job customer service
Industry Financial Services
Experience
Bookkeeper.Service January 2011 - Present
Aflac January 2010 - February 2010
Quick & Reilly 2000 - 2005
quick and reilly 2000 - 2005
Skills
Accounting, Bookkeeping, Quickbooks, Financial Reporting, Small Business, Auditing, Payroll, Budgeting, Microsoft Office, Excel, Small Business..., Business Planning, Word, Customer Service, Financial Accounting, tax planning, Budgets
Education
CUNY York College
Bachelor of Science (BS), Accounting
Bookkeeper.Service January 2011 - Present
Aflac January 2010 - February 2010
Quick & Reilly 2000 - 2005
quick and reilly 2000 - 2005
Skills
Accounting, Bookkeeping, Quickbooks, Financial Reporting, Small Business, Auditing, Payroll, Budgeting, Microsoft Office, Excel, Small Business..., Business Planning, Word, Customer Service, Financial Accounting, tax planning, Budgets
Education
CUNY York College
Bachelor of Science (BS), Accounting
Samantha Kefford's Quick & Reilly Experience January 1993 - June 2005
Job Near 20 Year Financial Compliance and RegulatoryOfficer
Industry Financial Services
Experience
Home June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Legal and Compliance June 2005 - November 2011
Pershing 2005 - 2011
Quick & Reilly January 1993 - June 2005
Pershing's January 1993 - January 2005
Legal Department January 2001 - January 2002
Quick & Reilly January 1997 - January 2001
International Liaison January 1999 - January 2000
Education
Albertus Magnus College 1989 — 1993
Bachelor of Arts, Economics
Albertus Magnus College
Bachelor of Arts, Economics
Home June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Legal and Compliance June 2005 - November 2011
Pershing 2005 - 2011
Quick & Reilly January 1993 - June 2005
Pershing's January 1993 - January 2005
Legal Department January 2001 - January 2002
Quick & Reilly January 1997 - January 2001
International Liaison January 1999 - January 2000
Education
Albertus Magnus College 1989 — 1993
Bachelor of Arts, Economics
Albertus Magnus College
Bachelor of Arts, Economics
Patty Ann Hamblen's Quick & Reilly Experience June 1988 - June 1999
Job First Vice President Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 1999 - Present
Quick & Reilly June 1988 - June 1999
Skills
Financial Advisory, CMFC, CRPC, CFM, Series 7, 63 Licenses, Series 65, Life & Health Insurance..., Managed Money, Wealth Preservation..., Multi-generational..., Wealth Management..., HNW
Education
St. Bonaventure University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loyola College in Maryland
Finance, General
Merrill Lynch June 1999 - Present
Quick & Reilly June 1988 - June 1999
Skills
Financial Advisory, CMFC, CRPC, CFM, Series 7, 63 Licenses, Series 65, Life & Health Insurance..., Managed Money, Wealth Preservation..., Multi-generational..., Wealth Management..., HNW
Education
St. Bonaventure University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Loyola College in Maryland
Finance, General
Glenn Grilli's Quick & Reilly Experience November 1999 - November 2004
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Kevin Logan, CFP®'s Quick & Reilly Experience 1998 - 2002
Job Senior Vice President of Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store March 2015 - Present
SHCapital Management, LLC January 2011 - December 2014
HSBC Securities 2007 - 2011
Bank of America 2005 - 2007
Wachovia Securities 2003 - 2005
Quick & Reilly 1998 - 2002
Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
The American College 2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3
The Mutual Fund Store March 2015 - Present
SHCapital Management, LLC January 2011 - December 2014
HSBC Securities 2007 - 2011
Bank of America 2005 - 2007
Wachovia Securities 2003 - 2005
Quick & Reilly 1998 - 2002
Skills
Investment Management, Wealth Management, Employer Sponsored..., Technical Analysis, Fundamental Analysis, Equity Trading, Fixed Income Analysis, Futures Trading, Options Strategies, Certified Financial..., Pensions, Financial Advisory, Investment Advisory, Investment Strategies
Education
Saint Bonaventure University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
The American College 2012 — 2013
Financial Planning, Certfied Financial Planning, 3.3
Becky Hardy's Quick & Reilly Experience 2000 - 2001
Job Facilities Management at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation 2006 - Present
Minerals Technologies Inc. 2004 - 2006
GVA Williams 2001 - 2003
Quick & Reilly 2000 - 2001
Nomura Securities 1995 - 2000
Skills
Real Estate, Budgets, Leadership, Corporate Real Estate, Strategy, Management, Financial Analysis, Training, Employee Relations, Employee Training, Project Management, Vendor Management, Negotiation, Analysis, Facilities Management, Contract Negotiation, Fixed Income
Education
IFMA
Island Drafting and Technical Institute
New York Paralegal School
University of Maryland
Moody's Corporation 2006 - Present
Minerals Technologies Inc. 2004 - 2006
GVA Williams 2001 - 2003
Quick & Reilly 2000 - 2001
Nomura Securities 1995 - 2000
Skills
Real Estate, Budgets, Leadership, Corporate Real Estate, Strategy, Management, Financial Analysis, Training, Employee Relations, Employee Training, Project Management, Vendor Management, Negotiation, Analysis, Facilities Management, Contract Negotiation, Fixed Income
Education
IFMA
Island Drafting and Technical Institute
New York Paralegal School
University of Maryland
Larry Morton's Quick & Reilly Experience January 1994 - May 2003
Job VP Financial Consultant Retirement Services Manager at ERIEBANK Investment Advisors
Industry Financial Services
Experience
ERIEBANK Investment Advisors September 2012 - Present
Fidelity Investments June 2003 - January 2012
Quick & Reilly January 1994 - May 2003
Skills
Financial Services, Retirement Planning, Qualified Retirement..., Presentation Skills
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Gannon University 1985 — 1991
Bachelor of Science (BS), Finance, General
ERIEBANK Investment Advisors September 2012 - Present
Fidelity Investments June 2003 - January 2012
Quick & Reilly January 1994 - May 2003
Skills
Financial Services, Retirement Planning, Qualified Retirement..., Presentation Skills
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Gannon University 1985 — 1991
Bachelor of Science (BS), Finance, General