Quick and Reilly
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Quick and Reilly Employees
Employee
Years
Job
Industry
Cary Lieberman Cary Lieberman's Quick and Reilly Experience 1993 - 1999
Job Divisional VicePresident at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2012 - Present
The Mutual Fund Store September 2008 - July 2012
First Command Financial Services, Inc. 2007 - 2008
Waddell & Reed March 2005 - December 2007
Quick and Reilly 1993 - 1999
TD Waterhouse 1988 - 1993
Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning
Education
Kent State University 1982 — 1986
Northmont
The Ohio State University
The Mutual Fund Store July 2012 - Present
The Mutual Fund Store September 2008 - July 2012
First Command Financial Services, Inc. 2007 - 2008
Waddell & Reed March 2005 - December 2007
Quick and Reilly 1993 - 1999
TD Waterhouse 1988 - 1993
Skills
Contract Negotiation, Business Process..., Finance, Corporate Actions, Retail Banking, Mutual Funds, Securities, Investments, Financial Services, Strategic Financial..., Investment Advisory, Financial Advisory, Portfolio Management, Wealth Management, Management, Retirement, Asset Allocation, Relationship Management, FINRA, Retirement Planning
Education
Kent State University 1982 — 1986
Northmont
The Ohio State University
Dane Meyer Dane Meyer's Quick and Reilly Experience January 1991 - January 2001
Job Owner at Meyer Financial Inc.
Industry Financial Services
Experience
Meyer Financial Inc. January 2003 - Present
Meyer Financial Inc. January 2001 - Present
Bank of America January 1996 - January 2002
Quick and Reilly January 1991 - January 2001
Skills
Investments, Equities, Financial Reporting, Securities, Finance, Financial Analysis
Education
Eastern Michigan University 1974 — 1976
Bachelor of Business Administration, MarketingNASD Licenses
Eastern Michigan University 1973 — 1976
Business Administration, Marketing
Meyer Financial Inc. January 2003 - Present
Meyer Financial Inc. January 2001 - Present
Bank of America January 1996 - January 2002
Quick and Reilly January 1991 - January 2001
Skills
Investments, Equities, Financial Reporting, Securities, Finance, Financial Analysis
Education
Eastern Michigan University 1974 — 1976
Bachelor of Business Administration, MarketingNASD Licenses
Eastern Michigan University 1973 — 1976
Business Administration, Marketing
Michael Bukaty Michael Bukaty's Quick and Reilly Experience 1985 - 2003
Job Director at Kidz4Kidz Foundation
Industry Philanthropy
Experience
Kidz4Kidz Foundation PartnerAgsense, Land Management and Cattle Company2014 - Present
Quick and Reilly 1985 - 2003
Quick and Reilly 1985 - 2003
Skills
Nonprofits, Marketing, Strategic Planning, Public Speaking, Entrepreneurship, Social Media, Fundraising, Marketing Strategy, New Business Development, Leadership, Customer Service, Public Relations, Event Planning, Business Strategy, Social Networking, Social Media Marketing, Small Business
Education
University of Missouri-Kansas City 1980 — 1982
BA, Economics
Kidz4Kidz Foundation PartnerAgsense, Land Management and Cattle Company2014 - Present
Quick and Reilly 1985 - 2003
Quick and Reilly 1985 - 2003
Skills
Nonprofits, Marketing, Strategic Planning, Public Speaking, Entrepreneurship, Social Media, Fundraising, Marketing Strategy, New Business Development, Leadership, Customer Service, Public Relations, Event Planning, Business Strategy, Social Networking, Social Media Marketing, Small Business
Education
University of Missouri-Kansas City 1980 — 1982
BA, Economics
Gregory Gatsonis Gregory Gatsonis's Quick and Reilly Experience 1992 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
CHAND Mortgage, LLC April 2013 - Present
RBC Capital Markets 2007 - 2011
RBC Capital Markets 2002 - 2007
CIBC World Markets 1997 - 2002
Quick and Reilly 1992 - 1997
Skills
Equity Trading, SEC compliance, FINRA, Financial Analysis, Equities, Securities, Series 7, Trading, Portfolio Management, Electronic Trading, Financial Markets, Series 63, Finance, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Mutual Funds, Alternative Investments
Education
Rowan University 1988 — 1992
BS, Accounting
CHAND Mortgage, LLC April 2013 - Present
RBC Capital Markets 2007 - 2011
RBC Capital Markets 2002 - 2007
CIBC World Markets 1997 - 2002
Quick and Reilly 1992 - 1997
Skills
Equity Trading, SEC compliance, FINRA, Financial Analysis, Equities, Securities, Series 7, Trading, Portfolio Management, Electronic Trading, Financial Markets, Series 63, Finance, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Mutual Funds, Alternative Investments
Education
Rowan University 1988 — 1992
BS, Accounting
Michael Gazarian's Quick and Reilly Experience January 1984 - January 1990
Job Trust Advisory Group
Industry Financial Services
Experience
Trust Advisory Group February 2011 - Present
Beacon Investment Management January 2009 - March 2011
Arbour Health May 1975 - November 2009
Bank of America January 1995 - January 2009
Fleet Bank January 1990 - January 1995
Quick and Reilly January 1984 - January 1990
Skills
Securities, Investments, Financial Services, Equities, Finance, Financial Advisory, Series 7, Mutual Funds, Estate Planning, Wealth, Strategic Financial..., FINRA, Wealth Management, Retirement Planning, Investment Advisory
Education
Assumption College
ma, psychology
Trust Advisory Group February 2011 - Present
Beacon Investment Management January 2009 - March 2011
Arbour Health May 1975 - November 2009
Bank of America January 1995 - January 2009
Fleet Bank January 1990 - January 1995
Quick and Reilly January 1984 - January 1990
Skills
Securities, Investments, Financial Services, Equities, Finance, Financial Advisory, Series 7, Mutual Funds, Estate Planning, Wealth, Strategic Financial..., FINRA, Wealth Management, Retirement Planning, Investment Advisory
Education
Assumption College
ma, psychology
Cindy Schumacher Cindy Schumacher's Quick and Reilly Experience January 1995 - January 1999
Job Experienced Sales Professional
Industry Staffing and Recruiting
Experience
Trada.com September 2011 - September 2012
Enpointe Global Services November 2008 - January 2010
Chevy Chase Bank March 2007 - October 2007
Entrust Mortgage March 2003 - March 2007
Quick and Reilly January 1995 - January 1999
Shearson Lehman August 1986 - August 1990
Skills
Salesforce.com, CRM, Sales, Business Development, Management, Training, Sales Management, Entrepreneurship, E-commerce, Cold Calling, Coaching, Employee Training, Time Management, Public Speaking, Direct Sales, Lead Generation, Sales Process, Marketing, Selling, Account Management, SEM
Education
University of California, Santa Barbara 1982 — 1986
BA, Economics, English Literature, Political Science
Trada.com September 2011 - September 2012
Enpointe Global Services November 2008 - January 2010
Chevy Chase Bank March 2007 - October 2007
Entrust Mortgage March 2003 - March 2007
Quick and Reilly January 1995 - January 1999
Shearson Lehman August 1986 - August 1990
Skills
Salesforce.com, CRM, Sales, Business Development, Management, Training, Sales Management, Entrepreneurship, E-commerce, Cold Calling, Coaching, Employee Training, Time Management, Public Speaking, Direct Sales, Lead Generation, Sales Process, Marketing, Selling, Account Management, SEM
Education
University of California, Santa Barbara 1982 — 1986
BA, Economics, English Literature, Political Science
Herve Jolicoeur Herve Jolicoeur's Quick and Reilly Experience 2000 - 2004
Job Principal at Performinx
Industry Professional Training & Coaching
Experience
Performinx January 2005 - Present
Bank of America 2004 - 2004
Quick and Reilly 2000 - 2004
MetLife January 1999 - January 2000
TIAA-CREF 1993 - 1999
United States Air Force 1988 - 1992
Skills
Sales, Program Management, Investments, Strategy, Performance Consulting, Teaching, Time Management, Financial Services, Instructional Design, Leadership, Series 63, Series 7, Organizational..., Training, Public Speaking, Management, Coaching, Performance Improvement, Human Resources, Strategic Planning, FINRA, Organizational Learning, Wealth Management, Executive Coaching, Leadership Development, Retirement Planning, 401k
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1998
MBA, Finance
Performinx January 2005 - Present
Bank of America 2004 - 2004
Quick and Reilly 2000 - 2004
MetLife January 1999 - January 2000
TIAA-CREF 1993 - 1999
United States Air Force 1988 - 1992
Skills
Sales, Program Management, Investments, Strategy, Performance Consulting, Teaching, Time Management, Financial Services, Instructional Design, Leadership, Series 63, Series 7, Organizational..., Training, Public Speaking, Management, Coaching, Performance Improvement, Human Resources, Strategic Planning, FINRA, Organizational Learning, Wealth Management, Executive Coaching, Leadership Development, Retirement Planning, 401k
Education
Saint John's University - Peter J. Tobin College of Business 1995 — 1998
MBA, Finance
J. Scott Savage's Quick and Reilly Experience 2000 - 2004
Job Wealth Management Specialist, AD Wealth Management
Industry Financial Services
Experience
American Dream Wealth Management July 2007 - Present
Banc of America Investments 1997 - 2005
Quick and Reilly 2000 - 2004
Fleet Bank 1997 - 2000
John Hancock 1994 - 1997
Community Guardian 1992 - 1994
Shadow Lawn Savings 1985 - 1994
Skills
Wealth Management, Retirement Planning, Annuities, Mutual Funds, Series 7, Alternative Investments, Business Strategy, Small Business..., Small Business..., Financial Services, Fixed Annuities, Portfolio Management, Insurance, Retirement, 401k, Bonds, Sales, Customer Service
Education
Ocean County College 1982 — 1985
A.S., Science (Pyschology)
American Dream Wealth Management July 2007 - Present
Banc of America Investments 1997 - 2005
Quick and Reilly 2000 - 2004
Fleet Bank 1997 - 2000
John Hancock 1994 - 1997
Community Guardian 1992 - 1994
Shadow Lawn Savings 1985 - 1994
Skills
Wealth Management, Retirement Planning, Annuities, Mutual Funds, Series 7, Alternative Investments, Business Strategy, Small Business..., Small Business..., Financial Services, Fixed Annuities, Portfolio Management, Insurance, Retirement, 401k, Bonds, Sales, Customer Service
Education
Ocean County College 1982 — 1985
A.S., Science (Pyschology)
Donald Froude Donald Froude's Quick and Reilly Experience May 2000 - April 2004
Job President, The Personal Advisors Group at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. September 2008 - Present
Legg Mason, September 2006 - September 2008
Columbia Management April 2004 - September 2006
Quick and Reilly May 2000 - April 2004
Alex Brown April 1997 - March 2000
Alex Brown April 1990 - April 1997
Prudential Bache Securites 1980 - 1989
Skills
Series 7, FINRA, Securities, Financial Planning, Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Equities, Wealth Management, Portfolio Management, 401k, Trading, Insurance, Estate Planning, Fixed Income, Compliance, Risk Management, Asset, Investment Advisory, Asset Managment, Leadership, Strategic Financial..., Financial Services, Investment Strategies, Series 63, Financial Advisory, Relationship Management, Credit, IRAs, Investment Management, Long-term Care, Wealth, Bonds, Financial Analysis, Alternative Investments, Finance, Strategic Planning, Banking, Series 24, Series 6, Fixed Annuities, Public Speaking, Financial Risk, ETFs, Uniform Combined State..., Financial Markets, Life Insurance, Retirement
Education
College of the Holy Cross 1974 — 1978
BS, Sociology
Mater Dei High School 1970 — 1974
HS, College Prep
Ameriprise Financial, Inc. September 2008 - Present
Legg Mason, September 2006 - September 2008
Columbia Management April 2004 - September 2006
Quick and Reilly May 2000 - April 2004
Alex Brown April 1997 - March 2000
Alex Brown April 1990 - April 1997
Prudential Bache Securites 1980 - 1989
Skills
Series 7, FINRA, Securities, Financial Planning, Investments, Asset Management, Retirement Planning, Mutual Funds, Asset Allocation, Equities, Wealth Management, Portfolio Management, 401k, Trading, Insurance, Estate Planning, Fixed Income, Compliance, Risk Management, Asset, Investment Advisory, Asset Managment, Leadership, Strategic Financial..., Financial Services, Investment Strategies, Series 63, Financial Advisory, Relationship Management, Credit, IRAs, Investment Management, Long-term Care, Wealth, Bonds, Financial Analysis, Alternative Investments, Finance, Strategic Planning, Banking, Series 24, Series 6, Fixed Annuities, Public Speaking, Financial Risk, ETFs, Uniform Combined State..., Financial Markets, Life Insurance, Retirement
Education
College of the Holy Cross 1974 — 1978
BS, Sociology
Mater Dei High School 1970 — 1974
HS, College Prep
Derek Amey Derek Amey's Quick and Reilly Experience January 2000 - August 2001
Job Managing Director and Financial Advisor at StrategicPoint Investment Advisors
Industry Investment Management
Experience
StrategicPoint Investment Advisors June 2010 - Present
StrategicPoint Investment Advisors November 2001 - December 2010
Quick and Reilly January 2000 - August 2001
Suretrade 1998 - 2000
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment..., Generation X Planning
Education
University of Rhode Island - College of Business Administration 1993 — 1997
Finance
University of Rhode Island 1993 — 1997
StrategicPoint Investment Advisors June 2010 - Present
StrategicPoint Investment Advisors November 2001 - December 2010
Quick and Reilly January 2000 - August 2001
Suretrade 1998 - 2000
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment..., Generation X Planning
Education
University of Rhode Island - College of Business Administration 1993 — 1997
Finance
University of Rhode Island 1993 — 1997
Jacob Armijo Jacob Armijo's Quick and Reilly Experience 1994 - 1998
Job Market President at U.S. Bank
Industry Banking
Experience
U.S. Bank October 2000 - Present
Bank of Belen 1998 - 2000
Quick and Reilly 1994 - 1998
Sunwest Bank 1991 - 1994
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Consumer Lending, Retail Banking, Lines Of Credit, Portfolio Management, Mortgage Lending, Cross Selling, Credit Risk, Treasury Management
Education
Leadership New Mexico
New Mexico State University 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
U.S. Bank October 2000 - Present
Bank of Belen 1998 - 2000
Quick and Reilly 1994 - 1998
Sunwest Bank 1991 - 1994
Skills
Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Consumer Lending, Retail Banking, Lines Of Credit, Portfolio Management, Mortgage Lending, Cross Selling, Credit Risk, Treasury Management
Education
Leadership New Mexico
New Mexico State University 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Randall Edwards Randall Edwards's Quick and Reilly Experience February 1996 - December 2001
Job Sales Growth Representative for Republic Services
Industry Environmental Services
Experience
Republic Services December 2010 - Present
MedNet IMS Independent Medical Strategists September 2008 - February 2011
Perfection Commercial Painting March 2007 - August 2008
Medical Specialties Distributors, LLC August 2006 - February 2007
PDI Pharma April 2003 - May 2006
Lynncore Medical Group January 2002 - May 2003
Quick and Reilly February 1996 - December 2001
Skills
Sales, Management, Strategic Planning, Contract Negotiation, Recruiting, Customer Service, Key Account Management, Product Development, Account Management, Cold Calling, Sales Management, Sales Operations, Human Resources, Healthcare, Selling, Pharmaceutical Sales, Direct Sales, Sales Process, New Business Development, Leadership
Education
The University of Tennessee at Chattanooga 1992 — 1995
B.S., Business Administration
University of Chattanooga
Bachelor of Science, Business Administration
Republic Services December 2010 - Present
MedNet IMS Independent Medical Strategists September 2008 - February 2011
Perfection Commercial Painting March 2007 - August 2008
Medical Specialties Distributors, LLC August 2006 - February 2007
PDI Pharma April 2003 - May 2006
Lynncore Medical Group January 2002 - May 2003
Quick and Reilly February 1996 - December 2001
Skills
Sales, Management, Strategic Planning, Contract Negotiation, Recruiting, Customer Service, Key Account Management, Product Development, Account Management, Cold Calling, Sales Management, Sales Operations, Human Resources, Healthcare, Selling, Pharmaceutical Sales, Direct Sales, Sales Process, New Business Development, Leadership
Education
The University of Tennessee at Chattanooga 1992 — 1995
B.S., Business Administration
University of Chattanooga
Bachelor of Science, Business Administration
Liz O'Connell Liz O'Connell's Quick and Reilly Experience November 2000 - September 2001
Job Career Counselor at Queens College
Industry Higher Education
Experience
Queens College September 2002 - Present
FEGS January 2002 - August 2002
Quick and Reilly November 2000 - September 2001
Long Island University September 1999 - November 2000
JPMorgan Chase May 1994 - August 1999
Memorial Sloan-Kettering Cancer Center June 1993 - May 1994
Skills
Career Counseling, Resume Writing, Interviewing, Job Search Strategies, Career Exploration, Career Assessment, Recruiting, Interviews, Human Resources, Onboarding, Student Counseling, Career Development, Job Search, Interview Preparation, Community Outreach, Public Speaking
Education
City University of New York-Hunter College 1996 — 1999
MSEd, Guidance and Counseling
University of Scranton 1989 — 1993
BS, Human Services
Queens College September 2002 - Present
FEGS January 2002 - August 2002
Quick and Reilly November 2000 - September 2001
Long Island University September 1999 - November 2000
JPMorgan Chase May 1994 - August 1999
Memorial Sloan-Kettering Cancer Center June 1993 - May 1994
Skills
Career Counseling, Resume Writing, Interviewing, Job Search Strategies, Career Exploration, Career Assessment, Recruiting, Interviews, Human Resources, Onboarding, Student Counseling, Career Development, Job Search, Interview Preparation, Community Outreach, Public Speaking
Education
City University of New York-Hunter College 1996 — 1999
MSEd, Guidance and Counseling
University of Scranton 1989 — 1993
BS, Human Services
Evan Charne Evan Charne's Quick and Reilly Experience January 2003 - April 2004
Job Internal Sales at Guggenheim Funds
Industry Financial Services
Experience
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Guggenheim Funds April 2013 - Present
Morgan Stanley Smith Barney March 2006 - April 2013
Morgan Stanley September 2005 - March 2006
KNIGHT CAPITAL MARKETS April 2004 - September 2005
KNIGHT CAPITAL MARKETS April 2004 - September 2005
Quick and Reilly January 2003 - April 2004
iCAPITAL MARKETS. LLC June 2000 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - November 2002
DATEK ONLINE BROKERAGE SERVICES May 1998 - June 2000
Skills
Equities, Fixed Income, Investments, Sales, Marketing, Directing, Assets Recovery, Fashion, Series 7, Securities
Education
The Ohio State University 1993 — 1998
Bachelor of Science, Financial Management
Barry Streit's Quick and Reilly Experience 1992 - 1994
Job Senior Vice President Sales at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
UnitedHealthcare January 2015 - Present
UnitedHealthcare July 2011 - December 2014
UnitedHealthcare Medicare and Retirement March 2009 - July 2011
TD Ameritrade March 2008 - March 2009
Harris Investor Services October 2005 - November 2007
HarrisDirect March 2004 - October 2005
HarrisDirect July 2003 - March 2004
Charles Schwab 1994 - 2003
Quick and Reilly 1992 - 1994
Skills
Strategic Financial..., Financial Services, Insurance, Sales Management, Health Insurance, Leadership, Process Improvement, Strategic Planning, Investment Advisory, Managed Care, Medicare, Selling Skills, Retirement, Management, Sales, New Business Development, Employee Benefits, Team Building, Financial Planning, Strategy, Healthcare
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Business
University of Florida 1978 — 1982
BS, Advertising
The American College 1982 — 1985
CLU & ChFC, Insurance, Estate Planning, Financial Planning
Chris Brook's Quick and Reilly Experience 1993 - 2000
Job Product Manager sme Investment Products for B2C Web, Adviser tools, Salesforce.com, CRM, SAAS, and AGILE projects
Industry Financial Services
Experience
Dow Jones June 2006 - January 2013
Bank of America 2003 - 2006
Fleet Financial/Quick & Reilly 2000 - 2003
Quick and Reilly 1993 - 2000
United States Marine Corps 1986 - 1992
Skills
Series 7, Wealth Management, Financial Services, Relationship Management, Mutual Funds, Fixed Income, Securities, Product Management, Investments, Business Development, Vendor Management, Banking, Media, Product Development, Training Manuals, Insurance Background, Series 63, Portal Solutions, Vendor Management Skills, Sales Support, Taxonomy, Content Taxonomy -..., Newsletter Production, Hedge Funds, Equities, Analytics, Strategic Partnerships, Derivatives, Trading Systems, Financial Markets, Market Data, Salesforce.com, Lead Generation, Integration, Management, Sales Operations
Education
University of California, Los Angeles 1988 — 1991
Bachelor's degree, Economics, Computer Science
Dow Jones June 2006 - January 2013
Bank of America 2003 - 2006
Fleet Financial/Quick & Reilly 2000 - 2003
Quick and Reilly 1993 - 2000
United States Marine Corps 1986 - 1992
Skills
Series 7, Wealth Management, Financial Services, Relationship Management, Mutual Funds, Fixed Income, Securities, Product Management, Investments, Business Development, Vendor Management, Banking, Media, Product Development, Training Manuals, Insurance Background, Series 63, Portal Solutions, Vendor Management Skills, Sales Support, Taxonomy, Content Taxonomy -..., Newsletter Production, Hedge Funds, Equities, Analytics, Strategic Partnerships, Derivatives, Trading Systems, Financial Markets, Market Data, Salesforce.com, Lead Generation, Integration, Management, Sales Operations
Education
University of California, Los Angeles 1988 — 1991
Bachelor's degree, Economics, Computer Science
David Zobel's Quick and Reilly Experience August 2000 - August 2001
Job Illustrator/Designer/Owner at dzobel illustration
Industry Graphic Design
Experience
dzobel illustration January 2013 - Present
CCBC September 2006 - Present
Morton Zobel May 2012 - 2013
Diliberto August 2004 - May 2006
Planit January 2004 - August 2004
Workhorse Creative April 2002 - May 2003
AmeriCo January 2001 - January 2002
Quick and Reilly August 2000 - August 2001
Skills
Typography, InDesign, Photoshop, Creative Direction, Higher Education, Adobe Creative Suite, Artists, Social Media, Copywriting, Teaching, PowerPoint, Research, Digital Photography, Advertising, Photography, Illustrator, Logo Design, Graphic Design, Mac, Web Design, Social Media Marketing, Editing, Graphics, Art, Facebook, Digital Illustration
Education
Pratt Institute 2000 — 2002
M.S., Graphic Deisgn with a digital design concentration
Towson University 1996 — 2000
Bachelor of Science (B.S.), Communication, General
dzobel illustration January 2013 - Present
CCBC September 2006 - Present
Morton Zobel May 2012 - 2013
Diliberto August 2004 - May 2006
Planit January 2004 - August 2004
Workhorse Creative April 2002 - May 2003
AmeriCo January 2001 - January 2002
Quick and Reilly August 2000 - August 2001
Skills
Typography, InDesign, Photoshop, Creative Direction, Higher Education, Adobe Creative Suite, Artists, Social Media, Copywriting, Teaching, PowerPoint, Research, Digital Photography, Advertising, Photography, Illustrator, Logo Design, Graphic Design, Mac, Web Design, Social Media Marketing, Editing, Graphics, Art, Facebook, Digital Illustration
Education
Pratt Institute 2000 — 2002
M.S., Graphic Deisgn with a digital design concentration
Towson University 1996 — 2000
Bachelor of Science (B.S.), Communication, General
Carolyn Angelini's Quick and Reilly Experience October 1996 - June 1999
Job Global Sourcing Director at Sculptz
Industry Marketing and Advertising
Experience
Sculptz, Inc. February 2009 - Present
Sculptz, Inc. July 2006 - January 2009
International Masters Publishers June 1999 - July 2006
Quick and Reilly October 1996 - June 1999
Skills
Direct Marketing, Strategic Planning, Marketing Strategy, Vendor Management, E-commerce, Process Improvement, CRM, Marketing, Strategy, Project Management, Email Marketing, Team Building, Direct Mail, Leadership, Business Strategy, Analytics, Advertising, Digital Marketing, Team Leadership, Budgets, Multi-channel Marketing, Online Marketing, Brochures, Creative Direction, Brand Development, Catalogs, Pre-press, Customer Acquisition, Online Advertising, Database Marketing, Marketing Communications, Packaging, Print Management, Integrated Marketing, Digital Printing, Offset Printing, Product Development, B2B, P&L Management, Variable Data Printing, Creative Services, Creative Strategy, Corporate Branding, Press Checks, QuarkXPress, Corporate Gifts, Publishing
Education
Savannah College of Art and Design 1991 — 1995
Bachelor Degree of Fine Arts, Graphic Design
Sculptz, Inc. February 2009 - Present
Sculptz, Inc. July 2006 - January 2009
International Masters Publishers June 1999 - July 2006
Quick and Reilly October 1996 - June 1999
Skills
Direct Marketing, Strategic Planning, Marketing Strategy, Vendor Management, E-commerce, Process Improvement, CRM, Marketing, Strategy, Project Management, Email Marketing, Team Building, Direct Mail, Leadership, Business Strategy, Analytics, Advertising, Digital Marketing, Team Leadership, Budgets, Multi-channel Marketing, Online Marketing, Brochures, Creative Direction, Brand Development, Catalogs, Pre-press, Customer Acquisition, Online Advertising, Database Marketing, Marketing Communications, Packaging, Print Management, Integrated Marketing, Digital Printing, Offset Printing, Product Development, B2B, P&L Management, Variable Data Printing, Creative Services, Creative Strategy, Corporate Branding, Press Checks, QuarkXPress, Corporate Gifts, Publishing
Education
Savannah College of Art and Design 1991 — 1995
Bachelor Degree of Fine Arts, Graphic Design
Kevin Christopher's Quick and Reilly Experience January 2001 - May 2005
Job Financial Advisor at Your Wealth Partners / Infinex Financial Group
Industry Financial Services
Experience
Your Wealth Partners / Infinex Financial Group November 2013 - Present
Law Offices of Kevin H. Christopher May 2009 - Present
Harvest Capital May 2009 - November 2013
Banc of America Investments May 2005 - May 2009
Quick and Reilly January 2001 - May 2005
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Retirement, Fixed Annuities, Investments, 401k, Strategic Financial..., Portfolio Management, Derivatives
Education
Southern New England School of Law 1996 — 2000
JD, Banking, Corporate, Finance, and Securities Law
University of Massachusetts Dartmouth 1992 — 1996
BS, Environmental Business
Your Wealth Partners / Infinex Financial Group November 2013 - Present
Law Offices of Kevin H. Christopher May 2009 - Present
Harvest Capital May 2009 - November 2013
Banc of America Investments May 2005 - May 2009
Quick and Reilly January 2001 - May 2005
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Retirement, Fixed Annuities, Investments, 401k, Strategic Financial..., Portfolio Management, Derivatives
Education
Southern New England School of Law 1996 — 2000
JD, Banking, Corporate, Finance, and Securities Law
University of Massachusetts Dartmouth 1992 — 1996
BS, Environmental Business
Harun Salaam's Quick and Reilly Experience February 1998 - February 2000
Job Branch Controls Manager
Industry Financial Services
Experience
AXA Advisors October 2006 - Present
Bank of America October 2005 - October 2006
Banc of America Investment Services February 2000 - October 2005
Quick and Reilly February 1998 - February 2000
Fleet Brokerage Securities March 1996 - February 1998
Household Finance February 1995 - March 1996
Americorp Securities September 1993 - January 1995
Skills
Mutual Funds, Portfolio Management, Securities, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Trading, FINRA, Loans, Options, Finance
Education
Montclair State University
AXA Advisors October 2006 - Present
Bank of America October 2005 - October 2006
Banc of America Investment Services February 2000 - October 2005
Quick and Reilly February 1998 - February 2000
Fleet Brokerage Securities March 1996 - February 1998
Household Finance February 1995 - March 1996
Americorp Securities September 1993 - January 1995
Skills
Mutual Funds, Portfolio Management, Securities, Investments, Retirement Planning, Microsoft Office, Microsoft Excel, Equities, Financial Services, Trading, FINRA, Loans, Options, Finance
Education
Montclair State University
Rasheed Haneef's Quick and Reilly Experience July 2000 - June 2012
Job Learning and Development Professional and Author of the book "Are You A Sales Person or A Business Owner"
Industry Financial Services
Experience
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
TrainingPros March 2013 - April 2013
Merrill Lynch July 2000 - June 2012
Banc of America Investments July 2000 - June 2012
Quick and Reilly July 2000 - June 2012
Morgan Stanley July 1998 - June 2000
Photocircuits Corporation 1997 - 1998
United States Navy 1982 - 1997
Skills
Coaching, Banking, Series 7, Investments, Process Improvement, Training, Program Management, Workshop Facilitation, Leadership, Management, Consulting, Instructional Design, Management Consulting, Team Building, Sales, Mutual Funds, Insurance, Team Leadership, Change Management, Financial Services, Performance Consulting, Employee Training, Public Speaking, Recruiting, Call Centers, Talent Management, E-Learning, Wealth Management, Strategy, Organizational..., Portfolio Management
Education
Southern Illinois University, Carbondale 1995 — 1997
Workforce Education and Development
Ohio Institute of Technology 1980 — 1983
Katherine Zamora's Quick and Reilly Experience 1999 - 2004
Job Registered Principal at B.B. Graham & Co., Inc.
Industry Financial Services
Experience
Per Stirling 2011 - Present
B.B. Graham & Co., Inc. July 2008 - Present
Nations Investment Assoc., LLC October 2007 - April 2009
Quick and Reilly 1999 - 2004
Skills
Series 24, Series 7, Retirement Planning, FINRA, Series 63, Investment Advisory, Wealth Management, 401k, Retirement, Fixed Annuities, Asset Allocation, Mutual Funds, Securities, Series 6, Alternative Investments, Investment Advisory...
Education
St. Edward's University
BBA, Business Management
Stephen F Austin High School
Per Stirling 2011 - Present
B.B. Graham & Co., Inc. July 2008 - Present
Nations Investment Assoc., LLC October 2007 - April 2009
Quick and Reilly 1999 - 2004
Skills
Series 24, Series 7, Retirement Planning, FINRA, Series 63, Investment Advisory, Wealth Management, 401k, Retirement, Fixed Annuities, Asset Allocation, Mutual Funds, Securities, Series 6, Alternative Investments, Investment Advisory...
Education
St. Edward's University
BBA, Business Management
Stephen F Austin High School
Debra Press's Quick and Reilly Experience January 1985 - August 1992
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company May 2012 - Present
Fidelity Investments August 1992 - December 2009
Jacksonville Veterinary Hospital 1990 - 2000
Quick and Reilly January 1985 - August 1992
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 6, Strategic Financial..., Insurance, Wealth Management...
Education
University of Maryland Baltimore County 1979 — 1984
BS, Emergency Health Services
NDP
New York Life Insurance Company June 2012 - Present
New York Life Insurance Company May 2012 - Present
Fidelity Investments August 1992 - December 2009
Jacksonville Veterinary Hospital 1990 - 2000
Quick and Reilly January 1985 - August 1992
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investments, Series 6, Strategic Financial..., Insurance, Wealth Management...
Education
University of Maryland Baltimore County 1979 — 1984
BS, Emergency Health Services
NDP
J. Michael Kimbrell's Quick and Reilly Experience December 2000 - November 2004
Job EVP, Director of Branch Development at Jeffrey Matthews Financial
Industry Financial Services
Experience
Jeffrey Matthews Financial February 2015 - Present
White, Weld & Co. March 2014 - July 2014
Liberty Group LLC January 2014 - March 2014
S.G. Long & Company January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group April 2011 - December 2012
First MidAmerica February 2005 - May 2007
Quick and Reilly December 2000 - November 2004
Morgan Stanley January 1998 - February 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...
Education
University of Alabama 1987 — 1994
BS, Personal and Family Financial Planning
Jeffrey Matthews Financial February 2015 - Present
White, Weld & Co. March 2014 - July 2014
Liberty Group LLC January 2014 - March 2014
S.G. Long & Company January 2013 - January 2014
Sensus Financial in conjunction with Fund Architects, Compedge & Foresight Financial Group April 2011 - December 2012
First MidAmerica February 2005 - May 2007
Quick and Reilly December 2000 - November 2004
Morgan Stanley January 1998 - February 2000
Skills
Wealth Management, Retirement Planning, Mutual Funds, Series 7, Investments, Series 63, Fixed Annuities, Retirement, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Managment, Series 24, 401k, Asset Management, Financial Advisory, Investment Strategies, Series 65, Uniform Combined State..., Wealth Management...
Education
University of Alabama 1987 — 1994
BS, Personal and Family Financial Planning
Andrew Homan's Quick and Reilly Experience June 2001 - 2004
Job Customer Service Representative at US Bank
Industry Retail
Experience
US Bank July 2013 - Present
TJ Maxx May 2008 - December 2013
TJ Maxx May 2009 - March 2011
UBS Financial Services October 2006 - September 2008
Quick and Reilly/Bank of America Investments Services February 2003 - August 2005
Quick and Reilly June 2001 - 2004
Fleet Boston Financial, Inc August 1999 - June 2001
Skills
Investments, Customer Relations, Word, Problem Solving, Microsoft Office, Customer Service, Banking, Teamwork, Customer Satisfaction, Team Leadership, Fixed Income, Mutual Funds, Financial Services, Equities, Management, Finance, Sales, Portfolio Management, Leadership, Trading
Education
Middlesex County College
Business Administration
US Bank July 2013 - Present
TJ Maxx May 2008 - December 2013
TJ Maxx May 2009 - March 2011
UBS Financial Services October 2006 - September 2008
Quick and Reilly/Bank of America Investments Services February 2003 - August 2005
Quick and Reilly June 2001 - 2004
Fleet Boston Financial, Inc August 1999 - June 2001
Skills
Investments, Customer Relations, Word, Problem Solving, Microsoft Office, Customer Service, Banking, Teamwork, Customer Satisfaction, Team Leadership, Fixed Income, Mutual Funds, Financial Services, Equities, Management, Finance, Sales, Portfolio Management, Leadership, Trading
Education
Middlesex County College
Business Administration
Piero Pellei's Quick and 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
Fred Bibeau's Quick and Reilly Experience January 2000 - January 2001
Job Assistant Produce Manager at Ruggieri's Market
Industry Supermarkets
Experience
Ruggeri’s Market January 2005 - Present
Brigido’s IGA January 2001 - January 2005
Quick and Reilly January 2000 - January 2001
Education
Providence College 2005 — 2008
Business Administration, Business
Ruggeri’s Market January 2005 - Present
Brigido’s IGA January 2001 - January 2005
Quick and Reilly January 2000 - January 2001
Education
Providence College 2005 — 2008
Business Administration, Business
herb hershkowitz's Quick and Reilly Experience 1978 - 1985
Job vice president at Direct Access Partners
Industry Financial Services
Experience
Direct Access Partners 2002 - Present
first options of chicago 1985 - 1987
quick and reilly 1978 - 1985
Skills
Series 7, Series 63, Alternative Investments, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Equities, Securities, Capital Markets, Asset Managment, Equity Trading
Education
Brooklyn College
Bachelor's degree
brooklyn technical h.s.
Direct Access Partners 2002 - Present
first options of chicago 1985 - 1987
quick and reilly 1978 - 1985
Skills
Series 7, Series 63, Alternative Investments, Prime Brokerage, Hedge Funds, Electronic Trading, Fixed Income, Equities, Securities, Capital Markets, Asset Managment, Equity Trading
Education
Brooklyn College
Bachelor's degree
brooklyn technical h.s.
Brian McSherry's Quick and Reilly Experience 1999 - 2002
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays February 2014 - Present
Goldman Sachs January 2008 - February 2014
Quick and Reilly 1999 - 2002
Education
Fairfield University
Bachelor of Arts (BA), Political Science
Fordham University School of Law
Doctor of Law (JD)
Barclays February 2014 - Present
Goldman Sachs January 2008 - February 2014
Quick and Reilly 1999 - 2002
Education
Fairfield University
Bachelor of Arts (BA), Political Science
Fordham University School of Law
Doctor of Law (JD)