Salomon Brothers
Industry: Investment banking
DescriptionSalomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, New York, United States Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon
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Salomon Brothers Employees
Employee
Years
Job
Industry
Jeffrey Chertoff Jeffrey Chertoff's Salomon Brothers Experience 1995 - 1998
Job Board Director and Private Investor
Industry Financial Services
Experience
Board of Directors October 2011 - Present
Bonds.com February 2010 - September 2011
StoneCastle Partners 2007 - 2010
LaBranche 2005 - 2006
Cantor Fitzgerald/eSpeed 2002 - 2004
Daiwa Securities 1998 - 2002
Salomon Brothers 1995 - 1998
Bear Stearns 1981 - 1995
PriceWaterhouse Coopers 1976 - 1981
Skills
Investment Banking, Asset Management, Fixed Income, IPO, Investor Relations, Financial Markets, Capital Markets, Equities, Due Diligence, Cash Management, Mergers, Investments, Risk Management, Treasury Management, Financial Analysis, Restructuring, Executive Management, Financial Management, Corporate Development, Acquisition Integration, Derivatives, SOX, Business Valuation, Financial Reporting, SEC reporting, Financial Control, Enterprise Risk..., Compliance, Corporate Governance, Sarbanes-Oxley Act, Managerial Finance, Asset Managment, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Financial Services, SEC filings, Private Equity, Valuation, Hedge Funds, Corporate Finance, Securities, Entrepreneurship, Alternative Investments, Banking, Credit, Financial Risk, Structured Finance, Auditing, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA
Board of Directors October 2011 - Present
Bonds.com February 2010 - September 2011
StoneCastle Partners 2007 - 2010
LaBranche 2005 - 2006
Cantor Fitzgerald/eSpeed 2002 - 2004
Daiwa Securities 1998 - 2002
Salomon Brothers 1995 - 1998
Bear Stearns 1981 - 1995
PriceWaterhouse Coopers 1976 - 1981
Skills
Investment Banking, Asset Management, Fixed Income, IPO, Investor Relations, Financial Markets, Capital Markets, Equities, Due Diligence, Cash Management, Mergers, Investments, Risk Management, Treasury Management, Financial Analysis, Restructuring, Executive Management, Financial Management, Corporate Development, Acquisition Integration, Derivatives, SOX, Business Valuation, Financial Reporting, SEC reporting, Financial Control, Enterprise Risk..., Compliance, Corporate Governance, Sarbanes-Oxley Act, Managerial Finance, Asset Managment, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Financial Services, SEC filings, Private Equity, Valuation, Hedge Funds, Corporate Finance, Securities, Entrepreneurship, Alternative Investments, Banking, Credit, Financial Risk, Structured Finance, Auditing, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 1972 — 1976
BBA
Sharon Grundfast Sharon Grundfast's Salomon Brothers Experience 1993 - 1998
Job Vice President, Business Partner at Cablevision
Industry Marketing and Advertising
Experience
Cablevision August 2014 - Present
Tremor Video June 2012 - August 2014
Interpublic Group 2006 - February 2012
Avon Products Inc 2001 - 2006
UBS/ PaineWebber 1998 - 2001
Salomon Brothers 1993 - 1998
Jump in! Swimming with Sharon 1986 - 1993
Skills
Talent Management, Executive Coaching, Organizational..., Leadership Development, Performance Management, Succession Planning, Leadership, Human Resources, Training, Team Building, Onboarding, Program Management, Career Development, Creative Direction, Career Counseling, Strategic Thinking, Executive Management, Emotional Intelligence, Talent Acquisition, Employee Relations, Management, Organizational..., Employee Engagement, Executive Development, HR Consulting, Management Consulting, 360 Feedback, HR Policies, Deferred Compensation, General Awesomeness
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
icoach, Executive Development
New School University 1992 — 1995
MS, Human Resource Management, Change Management
State University of New York at Buffalo - School of Management 1988 — 1992
BA, Communication, Business, Public Relations and Advertising
Cablevision August 2014 - Present
Tremor Video June 2012 - August 2014
Interpublic Group 2006 - February 2012
Avon Products Inc 2001 - 2006
UBS/ PaineWebber 1998 - 2001
Salomon Brothers 1993 - 1998
Jump in! Swimming with Sharon 1986 - 1993
Skills
Talent Management, Executive Coaching, Organizational..., Leadership Development, Performance Management, Succession Planning, Leadership, Human Resources, Training, Team Building, Onboarding, Program Management, Career Development, Creative Direction, Career Counseling, Strategic Thinking, Executive Management, Emotional Intelligence, Talent Acquisition, Employee Relations, Management, Organizational..., Employee Engagement, Executive Development, HR Consulting, Management Consulting, 360 Feedback, HR Policies, Deferred Compensation, General Awesomeness
Education
Baruch College, City University of New York (CUNY) 2010 — 2010
icoach, Executive Development
New School University 1992 — 1995
MS, Human Resource Management, Change Management
State University of New York at Buffalo - School of Management 1988 — 1992
BA, Communication, Business, Public Relations and Advertising
Agam Patel Agam Patel's Salomon Brothers Experience 1999 - 2000
Job Program Manager at University of California, Riverside
Industry Education Management
Experience
University of California, Riverside November 2011 - Present
Lotus Outreach International June 2008 - Present
University of California, Riverside April 2011 - November 2011
University of California, Riverside December 2008 - October 2010
Salomon Brothers 1999 - 2000
Skills
Non-profits, Public Speaking, Strategic Planning, Program Development, Event Planning, Grants, Research, Grant Writing, Event Management, Public Relations, Teaching, Budgets, Program Management, Editing, Proposal Writing, Nonprofits, Policy, Marketing Communications, Community Outreach, Strategy, Leadership, Community Development, Press Releases, Fundraising, Volunteer Management, Creative Writing, Newsletters, Data Analysis
Education
Alliant International University-San Diego Scripps Ranch 1997 — 1999
MBA, Strategic Management
United States International University 1993 — 1996
B.Sc., Accounting
University of California, Riverside November 2011 - Present
Lotus Outreach International June 2008 - Present
University of California, Riverside April 2011 - November 2011
University of California, Riverside December 2008 - October 2010
Salomon Brothers 1999 - 2000
Skills
Non-profits, Public Speaking, Strategic Planning, Program Development, Event Planning, Grants, Research, Grant Writing, Event Management, Public Relations, Teaching, Budgets, Program Management, Editing, Proposal Writing, Nonprofits, Policy, Marketing Communications, Community Outreach, Strategy, Leadership, Community Development, Press Releases, Fundraising, Volunteer Management, Creative Writing, Newsletters, Data Analysis
Education
Alliant International University-San Diego Scripps Ranch 1997 — 1999
MBA, Strategic Management
United States International University 1993 — 1996
B.Sc., Accounting
Benjamin Waisbren Benjamin Waisbren's Salomon Brothers Experience May 1995 - June 1998
Job President at LSC Film Corporation
Industry Law Practice
Experience
LSC Film Corporation April 2014 - Present
Winston & Strawn LLP April 2013 - Present
Continental Entertainment Group January 2007 - March 2013
Stark Investments January 2003 - June 2006
Salomon Brothers May 1995 - June 1998
Lord, Bissell & Brook LLP May 1990 - May 1995
Skills
Private Equity, Mergers, Investment Banking, Capital Markets, Film, Hedge Funds, Restructuring, Entertainment, Structured Finance, Trading, Strategy, Producing, Venture Capital, Strategic Partnerships, Credit
Education
University of Wisconsin-Madison 1980 — 1982
J.D., Law
Boston University 1976 — 1979
B.A., English
LSC Film Corporation April 2014 - Present
Winston & Strawn LLP April 2013 - Present
Continental Entertainment Group January 2007 - March 2013
Stark Investments January 2003 - June 2006
Salomon Brothers May 1995 - June 1998
Lord, Bissell & Brook LLP May 1990 - May 1995
Skills
Private Equity, Mergers, Investment Banking, Capital Markets, Film, Hedge Funds, Restructuring, Entertainment, Structured Finance, Trading, Strategy, Producing, Venture Capital, Strategic Partnerships, Credit
Education
University of Wisconsin-Madison 1980 — 1982
J.D., Law
Boston University 1976 — 1979
B.A., English
Marc Wiersum Marc Wiersum's Salomon Brothers Experience January 1997 - October 1997
Job International Finance
Industry Banking
Experience
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Anabasis Capital June 2008 - Present
HSBC Private Bank October 2006 - May 2008
Bank of America February 2004 - October 2006
Saci Perere Enterprises May 2002 - February 2004
Mizuho Securities April 2001 - May 2002
JP Morgan March 1999 - April 2000
Credit Suisse First Boston September 1997 - March 1999
Salomon Brothers January 1997 - October 1997
Daiwa Securities June 1995 - January 1997
Skills
Hedge Funds, Trading, Derivatives, Capital Markets, Structured Finance, Trading Strategies, Private Banking, English, Portuguese, Japanese, Export Finance, Fixed Income, Securities Law, Banking Law, Legal Compliance, Civil Litigation, Securities Litigation
Education
Florida International University - College of Law 2014 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
The University of Chicago Booth School of Business 1993 — 1995
MBA, Statistics, Economics, International Finance
University of Wisconsin-Madison 1985 — 1989
Political Science, Japanese Language, Classical Greek Literature and History
愛知大学 1987 — 1988
Japanese Language Program, Department of Comparative Culture
Corey K. Chin's Salomon Brothers Experience 1994 - 1995
Job Treasury Consultant at a Global Bank Holding Company
Industry Banking
Experience
American Express 2009 - 2013
American Express 2006 - 2008
American Express 1999 - 2005
American Express 1996 - 1998
Salomon Brothers 1994 - 1995
Skills
Liquidity Management, Investments, Funding, Financial Analysis, Capital Budgeting, Capital Markets, Derivatives, Balance Sheet, Fixed Income Analysis, Liquidity Risk, Asset/ Liability..., Interest Rate Hedging, FX Hedging, Capital Planning, Balance Sheet Management, Business Planning, Budget Forecasts, Banking Relationships, Portfolio Management, Cash Management, Banking, Treasury Management, Financial Risk, Investment Management, Interest Rate Risk..., ALM, Liquidity, Foreign Exchange, FX Options, Credit Risk, Fixed Income
Education
University of Notre Dame
Master of Business Administration (MBA)
Boston College
Bachelor of Science (BS), Finance
American Express 2009 - 2013
American Express 2006 - 2008
American Express 1999 - 2005
American Express 1996 - 1998
Salomon Brothers 1994 - 1995
Skills
Liquidity Management, Investments, Funding, Financial Analysis, Capital Budgeting, Capital Markets, Derivatives, Balance Sheet, Fixed Income Analysis, Liquidity Risk, Asset/ Liability..., Interest Rate Hedging, FX Hedging, Capital Planning, Balance Sheet Management, Business Planning, Budget Forecasts, Banking Relationships, Portfolio Management, Cash Management, Banking, Treasury Management, Financial Risk, Investment Management, Interest Rate Risk..., ALM, Liquidity, Foreign Exchange, FX Options, Credit Risk, Fixed Income
Education
University of Notre Dame
Master of Business Administration (MBA)
Boston College
Bachelor of Science (BS), Finance
Harold Ten Harold Ten's Salomon Brothers Experience 1980 - 1986
Job Managing Director at Tenco IMI
Industry Financial Services
Experience
Tenco IMI 1986 - Present
Phibro (Philipp Brothers & Phibro Energy) 1980 - 1986
Salomon Brothers 1980 - 1986
Skills
Commodity Risk..., Operational Risk..., Risk Assessment, International Shipping, Logistics, Inventory Management, Physical Inventory, Commodity, Due Diligence, Supply Chain Management, Contract Negotiation, Trading
Education
City University of New York-Baruch College
Master of Business Administration (MBA), International Business/Trade/Commerce, Honors
Tenco IMI 1986 - Present
Phibro (Philipp Brothers & Phibro Energy) 1980 - 1986
Salomon Brothers 1980 - 1986
Skills
Commodity Risk..., Operational Risk..., Risk Assessment, International Shipping, Logistics, Inventory Management, Physical Inventory, Commodity, Due Diligence, Supply Chain Management, Contract Negotiation, Trading
Education
City University of New York-Baruch College
Master of Business Administration (MBA), International Business/Trade/Commerce, Honors
Jo Bradley's Salomon Brothers Experience 1978 - 1985
Job CEO at Vermont Economic Development Authority
Industry Financial Services
Experience
Vermont Economic Development Authority February 1997 - Present
State of Vermont 2004 - 2007
Salomon Brothers 1978 - 1985
Education
Boston University - School of Management 1978 — 1981
MBA, Finance, General
Johnson State College
BA, History; Mathematics
Vermont Economic Development Authority February 1997 - Present
State of Vermont 2004 - 2007
Salomon Brothers 1978 - 1985
Education
Boston University - School of Management 1978 — 1981
MBA, Finance, General
Johnson State College
BA, History; Mathematics
Roger Soucek Roger Soucek's Salomon Brothers Experience March 1987 - February 1988
Job President at Mackenzie Door Company
Industry Construction
Experience
Mackenzie Door Company February 2004 - Present
Mackenzie Group Inc. February 1995 - January 2004
Mackenzie Group February 1988 - February 1995
Salomon Brothers March 1987 - February 1988
Skills
Construction, Contractors, Renovation, Construction Management, Financial Oversight, Marketing Strategy, Budgets, Negotiation, Sales, Strategic Planning, Contract Negotiation, Building Materials, Customer Service, Submittals, Value Engineering, Project Bidding, Project Estimation
Education
Baylor University - Hankamer School of Business 1985 — 1987
Bachelor's degree, Finance and Economics
Baylor University 1984 — 1987
BBA, Finance and Ecomics
Mackenzie Door Company February 2004 - Present
Mackenzie Group Inc. February 1995 - January 2004
Mackenzie Group February 1988 - February 1995
Salomon Brothers March 1987 - February 1988
Skills
Construction, Contractors, Renovation, Construction Management, Financial Oversight, Marketing Strategy, Budgets, Negotiation, Sales, Strategic Planning, Contract Negotiation, Building Materials, Customer Service, Submittals, Value Engineering, Project Bidding, Project Estimation
Education
Baylor University - Hankamer School of Business 1985 — 1987
Bachelor's degree, Finance and Economics
Baylor University 1984 — 1987
BBA, Finance and Ecomics
John Mullin John Mullin's Salomon Brothers Experience 1988 - 1996
Job Partner at B2B CFO
Industry Financial Services
Experience
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
B2B CFO 2013 - Present
Molloy College 2011 - Present
Ticonderoga Securities LLC 2009 - 2013
Pali Capital 2007 - 2009
Macquarie Group 2004 - 2007
Blaylock & Company 2002 - 2004
Tucker Anthony Inc 1997 - 2002
ING Barings Securities Inc 1996 - 1997
Salomon Brothers 1988 - 1996
Ernst & Young 1983 - 1988
Skills
Certified Public..., Series 27 Financial and..., Financial Reporting, Financial Analysis, Acquisitions, Due Diligence, Internal Controls, SEC filings
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance
Boston College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Francine Esrig Deutsch's Salomon Brothers Experience 1994 - 1998
Job Senior Director, People Innovation at AppNexus
Industry Human Resources
Experience
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
AppNexus October 2013 - Present
Bank of America September 2009 - 2013
Deutsch Consulting July 2007 - August 2009
Brown Brothers Harriman February 2001 - July 2007
Arthur Andersen November 1998 - February 2001
Salomon Brothers 1994 - 1998
IBM (International Business Machine) August 1990 - November 1993
New York Life Insurance Company July 1987 - August 1988
Skills
Leadership Development, Performance Management, Onboarding, Assessment Center, Talent Management, 360 Feedback, Organizational..., Succession Planning, Organizational..., Employee Engagement, Organizational Design
Education
The University of Connecticut 1988 — 1995
MA/Ph.D., Industrial/Organizational Psychology
Brandeis University 1983 — 1987
B.A., Psychology
Poppy javid Poppy javid's Salomon Brothers Experience 1993 - 1996
Job IT Architect at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless April 2015 - Present
Verizon Wireless June 2006 - June 2015
Fujitsu Consulting, Tampa, FL 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Telecommunications, Wireless, LTE, Integration, TCP/IP, Cellular Communications, Unix, Testing, 4G, Software Development, Solution Architecture, Requirements Analysis, Databases, SOA, Java Enterprise Edition, Agile Methodologies, Enterprise Architecture, Solaris
Education
Anna University
BE, Computer Science
Florida Institute of Technology
MS, Computer Science
Verizon Wireless April 2015 - Present
Verizon Wireless June 2006 - June 2015
Fujitsu Consulting, Tampa, FL 1996 - 1999
Salomon Brothers 1993 - 1996
Skills
Telecommunications, Wireless, LTE, Integration, TCP/IP, Cellular Communications, Unix, Testing, 4G, Software Development, Solution Architecture, Requirements Analysis, Databases, SOA, Java Enterprise Edition, Agile Methodologies, Enterprise Architecture, Solaris
Education
Anna University
BE, Computer Science
Florida Institute of Technology
MS, Computer Science
John Barbera John Barbera's Salomon Brothers Experience 1982 - 1986
Job Vice President at RBS Greenwich Capital
Industry Financial Services
Experience
RBS Global Banking & Markets July 2003 - Present
RBS Global Banking & Markets 2003 - May 2009
The Bank of New York 1999 - 2003
FirstCity Capital 1997 - 1999
Nomura Securities 1996 - 1997
ABN AMRO Bank N.V. 1993 - 1996
Security Pacific Bank 1989 - 1993
Kidder Peabody 1986 - 1989
Salomon Brothers 1982 - 1986
Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management
Education
Baruch College 1980 — 1982
Finance
John Jay College of Criminal Justice 1979 — 1980
St Joseph's Seminary
RBS Global Banking & Markets July 2003 - Present
RBS Global Banking & Markets 2003 - May 2009
The Bank of New York 1999 - 2003
FirstCity Capital 1997 - 1999
Nomura Securities 1996 - 1997
ABN AMRO Bank N.V. 1993 - 1996
Security Pacific Bank 1989 - 1993
Kidder Peabody 1986 - 1989
Salomon Brothers 1982 - 1986
Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management
Education
Baruch College 1980 — 1982
Finance
John Jay College of Criminal Justice 1979 — 1980
St Joseph's Seminary
Roger Favale Roger Favale's Salomon Brothers Experience 1977 - 1981
Job Investment Banking Consultant
Industry Financial Services
Experience
Infonalysis, Inc. June 1995 - Present
Infonalysis, Inc. January 1995 - Present
SCORE Consulting 2003 - 2005
Hambrecht & Quist March 1987 - March 1989
Kidder Peabody & Company 1982 - 1987
Prudential Securities 1980 - 1982
Salomon Brothers 1977 - 1981
Chase Manhattan Bank January 1970 - 1977
Skills
Strategic Planning, Start-ups, Entrepreneur, Investments, Business Strategy, Management Consulting, Business Planning, Entrepreneurship, Marketing Strategy, Analysis, Negotiation, Change Management, Planning, Team Building, New Business Development, Coaching, Program Management, Strategy Development, Mergers, Investment Banking, Finance, Corporate Finance, Valuation, Due Diligence, Private Equity
Education
City University of New York 1965 — 1967
MBA, Finance
Baruch College, City University of New York (CUNY) 1964 — 1967
Master's degree, Business Administration and Management, General
Manhattan College 1960 — 1964
B.E.E., Electrical Engineering
Manhattan College
Bachelor's degree, Electrical and Electronics Engineering
Infonalysis, Inc. June 1995 - Present
Infonalysis, Inc. January 1995 - Present
SCORE Consulting 2003 - 2005
Hambrecht & Quist March 1987 - March 1989
Kidder Peabody & Company 1982 - 1987
Prudential Securities 1980 - 1982
Salomon Brothers 1977 - 1981
Chase Manhattan Bank January 1970 - 1977
Skills
Strategic Planning, Start-ups, Entrepreneur, Investments, Business Strategy, Management Consulting, Business Planning, Entrepreneurship, Marketing Strategy, Analysis, Negotiation, Change Management, Planning, Team Building, New Business Development, Coaching, Program Management, Strategy Development, Mergers, Investment Banking, Finance, Corporate Finance, Valuation, Due Diligence, Private Equity
Education
City University of New York 1965 — 1967
MBA, Finance
Baruch College, City University of New York (CUNY) 1964 — 1967
Master's degree, Business Administration and Management, General
Manhattan College 1960 — 1964
B.E.E., Electrical Engineering
Manhattan College
Bachelor's degree, Electrical and Electronics Engineering
Jane Foran's Salomon Brothers Experience March 1990 - June 1994
Job Assistant to Executive Vice President and COO at Woodrow Wilson National Fellowship Foundation
Industry Higher Education
Experience
Woodrow Wilson National Fellowship Foundation March 2012 - Present
Northwestern Mutual May 2010 - October 2011
Middletown Board of Education April 2002 - July 2010
Julius Baer June 1994 - December 1999
Salomon Brothers March 1990 - June 1994
Miller Advertising September 1987 - March 1990
Marriott International 1984 - 1987
The Panorama Club, 1500 Locust 1981 - 1984
Education
Baruch College 1992 — 1993
Hofstra University 1983 — 1987
BBA
Woodrow Wilson National Fellowship Foundation March 2012 - Present
Northwestern Mutual May 2010 - October 2011
Middletown Board of Education April 2002 - July 2010
Julius Baer June 1994 - December 1999
Salomon Brothers March 1990 - June 1994
Miller Advertising September 1987 - March 1990
Marriott International 1984 - 1987
The Panorama Club, 1500 Locust 1981 - 1984
Education
Baruch College 1992 — 1993
Hofstra University 1983 — 1987
BBA
Bruce Crystal Bruce Crystal's Salomon Brothers Experience 1978 - 1982
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
Neuberger Berman August 1996 - Present
Lehman Brothers 1996 - 2008
Morgan Stanley 1985 - 1996
Salomon Brothers 1978 - 1982
Weeden & Co. 1977 - 1978
Skills
Hedge Funds, Alternative Investments, Equities, Investment Banking, Private Equity, Capital Markets, Emerging Markets, Valuation, Asset Management, Venture Capital, Fixed Income, Portfolio Management, Investments
Education
American University 1974 — 1976
MBA, Finance and Marketing
Colgate University 1970 — 1974
BA, Economics
John R. Nolan's Salomon Brothers Experience 1986 - 1987
Job COO, CAO, CFO, Infrastructure Head
Industry Financial Services
Experience
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
Seeking New Opportunities 2015 - Present
Kingsbridge National Ice Center 2010 - 2015
Doran Jones Inc. October 2012 - October 2014
Sustainable Insight Capital Management January 2013 - May 2014
Deutsche Bank October 2000 - September 2012
Morgan Stanley 1987 - 2000
Salomon Brothers 1986 - 1987
E.F. Hutton 1984 - 1986
Skills
Equities, Fixed Income, Asset Management, Hedge Funds, Investment Banking, Risk Management, Capital Markets, Finance, Strategic Planning, Private Equity, Investment Management, Change Management, Financial Markets, Financial Analysis, Trading, Equity Derivatives, Derivatives, Securities, Alternative Investments, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Venture Capital
Education
Boston College 1980 — 1984
B.A., Economics, History
Erik Blankmeyer Erik Blankmeyer's Salomon Brothers Experience 1998 - 2002
Job I am an innovator and trusted friend. I lead my clients to a better experience and lifestyle.
Industry Financial Services
Experience
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
TD Ameritrade May 2008 - Present
AssetMark Investment Services 2006 - 2008
1st Global 2002 - 2005
Salomon Brothers 1998 - 2002
Merrill Lynch 1994 - 1998
Skills
Investments, Financial Services, Business Development, Finance, Institutional Sales, Strategic Planning, Enterprise Software, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Consulting, Consultative Sales..., Project Management, Sales Management, Salesforce.com, Investment Management, Investment Advisory
Education
Brigham Young University 1992 — 1994
B.S., Economics
Frederick Taylor Frederick Taylor's Salomon Brothers Experience 1989 - 1999
Job Managing Director at MJX Asset Management
Industry Investment Management
Experience
MJX Asset Management January 2007 - Present
Fleet Securities 2003 - 2004
Salomon Brothers 1989 - 1999
Bank of America 1979 - 1989
Skills
High Yield, Alternative Investments, Hedge Funds, Fixed Income, Leveraged Finance, Bonds, Relative Value, Portfolio Management, Capital Markets
Education
Guilford College 1973 — 1977
B.A., Economics - Dean's List
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
M.B.A., Finance
Woodberry Forest School 1970 — 1973
High School Diploma
MJX Asset Management January 2007 - Present
Fleet Securities 2003 - 2004
Salomon Brothers 1989 - 1999
Bank of America 1979 - 1989
Skills
High Yield, Alternative Investments, Hedge Funds, Fixed Income, Leveraged Finance, Bonds, Relative Value, Portfolio Management, Capital Markets
Education
Guilford College 1973 — 1977
B.A., Economics - Dean's List
Boston College - Wallace E. Carroll Graduate School of Management 1977 — 1979
M.B.A., Finance
Woodberry Forest School 1970 — 1973
High School Diploma
David Meyers, CFP® David Meyers, CFP®'s Salomon Brothers Experience January 1994 - February 1998
Job President, Meyers Wealth Management
Industry Financial Services
Experience
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
Meyers Wealth Management March 2008 - Present
Fortis Investments September 2006 - February 2008
Invesco January 1999 - September 2006
Salomon Brothers January 1994 - February 1998
Skills
Portfolio Management, Fixed Income, Retirement Planning, Financial Modeling, Strategic Financial..., Investment Strategies, Financial Advisory, Securities, Risk Management, Series 7, Asset Allocation, Finance, Financial Risk, financial planning, Investment Advisory, Estate Planning, Investments, Mutual Funds, Retirement, 401k, IRA's, Tax, Employee Benefits, Bonds, Investment Management, Asset Management, Equities
Education
Boston University 2008 — 2009
Certificate, Financial Planning
Georgia Institute of Technology 1990 — 1993
MS, Applied Mathematics
Emory University 1986 — 1990
BS, Applied Physics
Great Neck South
V Seenu Reddy MD MBA FACS V Seenu Reddy MD MBA FACS's Salomon Brothers Experience 1990 - 1991
Job Cardiac Surgery at Centennial HCA
Industry Medical Practice
Experience
Centennial HCA 2012 - Present
CHRISTUS Health 2009 - December 2011
University of Texas Health Science Center at San Antonio 2006 - December 2011
University of Texas Health Science Center at San Antonio 2006 - December 2011
UT Health Science Ctr. 2000 - 2009
Emory University School of Medicine June 2005 - December 2006
Vanderbilt University Medical Center 1995 - 2002
Salomon Brothers 1990 - 1991
Skills
Surgery, Medicine, General Surgery, Healthcare, Clinical Research, Clinical Trials, Hospitals, Healthcare Management, Research, Medical Devices, Healthcare Information..., Teaching, Cancer, Cardiac Surgery, Cardiology, Cardiothoracic Surgery, Critical Care, EMR, Endovascular, Healthcare Consulting, Infectious Diseases, ICU, Medical Imaging, Patient Safety, Thoracic, Vascular, Medical Education, Physicians, Public Health, Surgeons, Biomedical Engineering
Education
Vanderbilt University 1998 — 2000
MBA, Healthcare Policy
Amherst College 1986 — 1990
BA, Neuroscience
University of Alabama School of Medicine
MD, Medicine
Centennial HCA 2012 - Present
CHRISTUS Health 2009 - December 2011
University of Texas Health Science Center at San Antonio 2006 - December 2011
University of Texas Health Science Center at San Antonio 2006 - December 2011
UT Health Science Ctr. 2000 - 2009
Emory University School of Medicine June 2005 - December 2006
Vanderbilt University Medical Center 1995 - 2002
Salomon Brothers 1990 - 1991
Skills
Surgery, Medicine, General Surgery, Healthcare, Clinical Research, Clinical Trials, Hospitals, Healthcare Management, Research, Medical Devices, Healthcare Information..., Teaching, Cancer, Cardiac Surgery, Cardiology, Cardiothoracic Surgery, Critical Care, EMR, Endovascular, Healthcare Consulting, Infectious Diseases, ICU, Medical Imaging, Patient Safety, Thoracic, Vascular, Medical Education, Physicians, Public Health, Surgeons, Biomedical Engineering
Education
Vanderbilt University 1998 — 2000
MBA, Healthcare Policy
Amherst College 1986 — 1990
BA, Neuroscience
University of Alabama School of Medicine
MD, Medicine
Gene Turok's Salomon Brothers Experience July 1994 - July 1996
Job Finance and sales professional
Industry Financial Services
Experience
Renaissance Capital August 2000 - February 2013
United Financial Group August 1996 - February 1999
Salomon Brothers July 1994 - July 1996
Skills
Financial Analysis, Capital Markets, Emerging Markets, Management, Sales, Frontier Markets, Equities, Brand Development, Institutional Sales
Education
Brandeis University, Lemberg - International Business School 1992 — 1994
Master of Arts (MA), International Finance
Brandeis University 1989 — 1993
Bachelor of Arts (BA), Economics and Political Science
Renaissance Capital August 2000 - February 2013
United Financial Group August 1996 - February 1999
Salomon Brothers July 1994 - July 1996
Skills
Financial Analysis, Capital Markets, Emerging Markets, Management, Sales, Frontier Markets, Equities, Brand Development, Institutional Sales
Education
Brandeis University, Lemberg - International Business School 1992 — 1994
Master of Arts (MA), International Finance
Brandeis University 1989 — 1993
Bachelor of Arts (BA), Economics and Political Science
Barry Turkanis's Salomon Brothers Experience 1982 - 1988
Job Principal Ocean Gate Capital Management, LP
Industry Financial Services
Experience
Ocean Gate Capital Management, LP November 2004 - Present
Ionetix June 2010 - Present
Goldman Sachs January 1988 - June 2004
Salomon Brothers 1982 - 1988
Skills
Investment Management, Risk Management, Mortgage Lending, Hedge Funds, Mergers, Securities, Equities, Asset Managment, Investments, Start-ups, Financial Modeling, Corporate Law, Financial Risk, Private Equity, Capital Markets, Fixed Income, Management, Venture Capital
Education
Boston College Law School 1976 — 1979
JD, Law
Syracuse University 1972 — 1976
BS, Business, Management, Marketing, and Related Support Services
Ocean Gate Capital Management, LP November 2004 - Present
Ionetix June 2010 - Present
Goldman Sachs January 1988 - June 2004
Salomon Brothers 1982 - 1988
Skills
Investment Management, Risk Management, Mortgage Lending, Hedge Funds, Mergers, Securities, Equities, Asset Managment, Investments, Start-ups, Financial Modeling, Corporate Law, Financial Risk, Private Equity, Capital Markets, Fixed Income, Management, Venture Capital
Education
Boston College Law School 1976 — 1979
JD, Law
Syracuse University 1972 — 1976
BS, Business, Management, Marketing, and Related Support Services
Dahami Henry Dahami Henry's Salomon Brothers Experience August 1999 - January 2001
Job Executive Assistant at IPG Mediabrands
Industry Marketing and Advertising
Experience
IPG Mediabrands May 2010 - Present
Revlon May 2003 - June 2009
Salomon Brothers August 1999 - January 2001
Skills
Microsoft Office, Event Planning, Marketing, Social Media, Management, Advertising, Strategic Planning, Social Media Marketing, Digital Marketing, Marketing Strategy
Education
Borough of Manhattan Community College 2001 — 2003
Associate's Degree, Business Administration and Management, General
Katharine Gibbs School 2001 — 2003
Executive Administrative Assistant Certificate, Executive Assistant/Executive Secretary
IPG Mediabrands May 2010 - Present
Revlon May 2003 - June 2009
Salomon Brothers August 1999 - January 2001
Skills
Microsoft Office, Event Planning, Marketing, Social Media, Management, Advertising, Strategic Planning, Social Media Marketing, Digital Marketing, Marketing Strategy
Education
Borough of Manhattan Community College 2001 — 2003
Associate's Degree, Business Administration and Management, General
Katharine Gibbs School 2001 — 2003
Executive Administrative Assistant Certificate, Executive Assistant/Executive Secretary
David Tieman David Tieman's Salomon Brothers Experience November 1995 - November 2001
Job Director of Sales for Knock Out Networking, LLC
Industry Financial Services
Experience
Knock-Out Networking, LLC June 2013 - Present
JOHN HANCOCK FINANCIAL (Manulife / Wood Logan) November 2001 - January 2013
SALOMON BROTHERS November 1995 - November 2001
WOOD LOGAN / MANULIFE November 1992 - November 1995
Massachusetts Financial Services November 1987 - November 1992
Skills
Sales, Securities, Series 7, Financial Advisory, Wholesaling, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Investments, Retirement Planning, Asset Allocation, Wealth Management, New Business Development, Public Speaking, Sales Presentations, Leadership, Series 65, Asset Management, Senior Executive..., Selling, Separately Managed...
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Baruch College
Economics
Knock-Out Networking, LLC June 2013 - Present
JOHN HANCOCK FINANCIAL (Manulife / Wood Logan) November 2001 - January 2013
SALOMON BROTHERS November 1995 - November 2001
WOOD LOGAN / MANULIFE November 1992 - November 1995
Massachusetts Financial Services November 1987 - November 1992
Skills
Sales, Securities, Series 7, Financial Advisory, Wholesaling, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Investments, Retirement Planning, Asset Allocation, Wealth Management, New Business Development, Public Speaking, Sales Presentations, Leadership, Series 65, Asset Management, Senior Executive..., Selling, Separately Managed...
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Baruch College
Economics
Don Russo Don Russo's Salomon Brothers Experience June 1979 - July 1990
Job Senior VP Financial Services at Oracle Corporation, Retired
Industry Information Technology and Services
Experience
Oracle Corporation March 1993 - August 2012
Merrill Lynch November 1991 - February 1993
Booz Allen Hamilton July 1990 - November 1991
Salomon Brothers June 1979 - July 1990
Skills
SaaS, Business Alliances, IT Strategy, Acquisition Integration, Business Intelligence, Financial Services, Enterprise Architecture, Enterprise Software, Professional Services, Management Consulting, Capital Markets, Insurance, Sales Management, Product Management, Financial Mgmt, P&L Responsibility, New Business Development, Business Planning, Solution Architecture, Start-ups, Leadership, Banking, Program Management, Business Process..., ERP, Consulting, CRM, Outsourcing, Strategy, Business Process, Analytics, Cloud Computing, Executive Management, Business Transformation, Business Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Solution Selling, Business Development, Pre-sales
Education
Wharton Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Mathematics and Economics
Oracle Corporation March 1993 - August 2012
Merrill Lynch November 1991 - February 1993
Booz Allen Hamilton July 1990 - November 1991
Salomon Brothers June 1979 - July 1990
Skills
SaaS, Business Alliances, IT Strategy, Acquisition Integration, Business Intelligence, Financial Services, Enterprise Architecture, Enterprise Software, Professional Services, Management Consulting, Capital Markets, Insurance, Sales Management, Product Management, Financial Mgmt, P&L Responsibility, New Business Development, Business Planning, Solution Architecture, Start-ups, Leadership, Banking, Program Management, Business Process..., ERP, Consulting, CRM, Outsourcing, Strategy, Business Process, Analytics, Cloud Computing, Executive Management, Business Transformation, Business Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Solution Selling, Business Development, Pre-sales
Education
Wharton Business School 1975 — 1977
Master of Business Administration (MBA), Accounting and Computer Science
Boston College 1971 — 1975
Bachelor of Arts (B.A.), Mathematics and Economics
Wally Glennon's Salomon Brothers Experience January 1977 - May 1988
Job Sales Agent at Sotheby's International Realty
Industry Real Estate
Experience
Glennon Family Company, L.P. 1999 - Present
Sotheby's International Realty October 2006 - Present
Southampton Youth Services, Inc. 2007 - Present
CMI Capital Market Investment 1997 - 2006
W. F. Glennon & Company, Inc. 1992 - 1996
Donaldson Lufkin & Jenrette 1988 - 1990
Salomon Brothers January 1977 - May 1988
Skills
Real Estate, Real Estate Transactions, Relocation, Negotiation, Investments, Condos, Investment Properties, Residential Homes, Real Estate Development, Asset Managment, Luxury, Valuation, Short Sales, Marketing Strategy, Sellers, Sales, Investors, Marketing, Private Equity, Commercial Real Estate, Real Estate Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1966 — 1970
BS
Cranwell School, Lenox, MA 1962 — 1966
Glennon Family Company, L.P. 1999 - Present
Sotheby's International Realty October 2006 - Present
Southampton Youth Services, Inc. 2007 - Present
CMI Capital Market Investment 1997 - 2006
W. F. Glennon & Company, Inc. 1992 - 1996
Donaldson Lufkin & Jenrette 1988 - 1990
Salomon Brothers January 1977 - May 1988
Skills
Real Estate, Real Estate Transactions, Relocation, Negotiation, Investments, Condos, Investment Properties, Residential Homes, Real Estate Development, Asset Managment, Luxury, Valuation, Short Sales, Marketing Strategy, Sellers, Sales, Investors, Marketing, Private Equity, Commercial Real Estate, Real Estate Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1966 — 1970
BS
Cranwell School, Lenox, MA 1962 — 1966
Roberto Varela Roberto Varela's Salomon Brothers Experience July 1989 - September 1992
Job Roberto Varela Human Resources Technology Leader & Strategic Advisor
Industry Human Resources
Experience
Univision Communications Inc. 2011 - Present
North Shore LIJ Health System 2010 - 2011
Avon 2008 - 2009
Affiliated Computer Services 2004 - 2007
Cushman & Wakefield 1995 - 2003
Smith Barney 1992 - 1995
Salomon Brothers July 1989 - September 1992
Skills
HRIS, Human Resources, Cross-functional Team..., PeopleSoft, Vendor Management, Personnel Management, Program Management, Leadership, Business Intelligence, Business Process, Business Transformation, Project Management, SaaS, Metrics, Management, Process Improvement, Project Delivery, Performance Management, Project Governance, Change Management, Information Technology, Analytics, Employee Benefits, Strategy, Project Planning, Applicant Tracking..., Business Process..., HR Service Delivery, Business Analysis, CRM, Talent Management, Talent Acquisition, PMO, Outsourcing, SDLC, Organizational Design, Workforce Planning, Onboarding, Organizational..., Executive Management, Resource Management, IT Strategy, Benefits Administration, Enterprise Software, Employee Relations, Recruiting, Employee Engagement, Cornerstone
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Univision Communications Inc. 2011 - Present
North Shore LIJ Health System 2010 - 2011
Avon 2008 - 2009
Affiliated Computer Services 2004 - 2007
Cushman & Wakefield 1995 - 2003
Smith Barney 1992 - 1995
Salomon Brothers July 1989 - September 1992
Skills
HRIS, Human Resources, Cross-functional Team..., PeopleSoft, Vendor Management, Personnel Management, Program Management, Leadership, Business Intelligence, Business Process, Business Transformation, Project Management, SaaS, Metrics, Management, Process Improvement, Project Delivery, Performance Management, Project Governance, Change Management, Information Technology, Analytics, Employee Benefits, Strategy, Project Planning, Applicant Tracking..., Business Process..., HR Service Delivery, Business Analysis, CRM, Talent Management, Talent Acquisition, PMO, Outsourcing, SDLC, Organizational Design, Workforce Planning, Onboarding, Organizational..., Executive Management, Resource Management, IT Strategy, Benefits Administration, Enterprise Software, Employee Relations, Recruiting, Employee Engagement, Cornerstone
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Maria Harmon Maria Harmon's Salomon Brothers Experience March 1997 - December 1997
Job ConsultantSystems Architect/Sr. Software Engineer at Department of Veterans Affairs
Industry Computer Software
Experience
Department of Veterans Affairs July 2000 - Present
Harmon Home Builders, Inc. December 2006 - October 2010
WareOnEarth Communications, Inc. February 2009 - February 2010
Northrop Grumman Information Systems July 2000 - February 2009
IBM December 1998 - July 2000
AC Nielsen CompanyData architect and C++ software engineer on Web Ratings application. Produced the April 1998 - December 1998
PRC/Litton December 1997 - April 1998
Salomon Brothers March 1997 - December 1997
Nielsen Media Research December 1994 - March 1997
Black & Veatch May 1990 - December 1994
Skills
Enterprise Architecture, Unix, C++, XML, Software Development, Databases, SOA, SDLC, Architectures, Testing, Software Project..., Requirements Analysis, Java, PL/SQL, Architecture, Oracle, JavaScript
Education
Austin Peay State University 1985 — 1990
BS, Computer Science, Math
Department of Veterans Affairs July 2000 - Present
Harmon Home Builders, Inc. December 2006 - October 2010
WareOnEarth Communications, Inc. February 2009 - February 2010
Northrop Grumman Information Systems July 2000 - February 2009
IBM December 1998 - July 2000
AC Nielsen CompanyData architect and C++ software engineer on Web Ratings application. Produced the April 1998 - December 1998
PRC/Litton December 1997 - April 1998
Salomon Brothers March 1997 - December 1997
Nielsen Media Research December 1994 - March 1997
Black & Veatch May 1990 - December 1994
Skills
Enterprise Architecture, Unix, C++, XML, Software Development, Databases, SOA, SDLC, Architectures, Testing, Software Project..., Requirements Analysis, Java, PL/SQL, Architecture, Oracle, JavaScript
Education
Austin Peay State University 1985 — 1990
BS, Computer Science, Math
Howard Shain, CPA, CRMA's Salomon Brothers Experience 1979 - 1980
Job Director, Risk Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey 2013 - Present
American Express Company August 2009 - April 2011
Ernst & Young 1998 - August 2009
Citicorp 1989 - 1998
Drexel Burnham Lambert 1986 - 1989
Citicorp 1980 - 1986
Salomon Brothers 1979 - 1980
Deloitte Haskins & Sells 1977 - 1979
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Enterprise Risk..., Risk Management, Financial Risk, Risk Assessment, IT Audit, Banking, Sarbanes-Oxley, Assurance, Corporate Governance, Financial Services, Auditing, Business Process..., CPA, Corporate Finance, Operational Risk, COSO, Capital Markets, Management, Financial Analysis, Financial Reporting, Governance, Insurance, SEC filings, Financial Audits, CISA, External Audit, Mergers & Acquisitions, US GAAP, Due Diligence, Fraud, SAS70
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, Accounting
Boston University 1971 — 1975
BS, Business Administration
McGladrey 2013 - Present
American Express Company August 2009 - April 2011
Ernst & Young 1998 - August 2009
Citicorp 1989 - 1998
Drexel Burnham Lambert 1986 - 1989
Citicorp 1980 - 1986
Salomon Brothers 1979 - 1980
Deloitte Haskins & Sells 1977 - 1979
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Enterprise Risk..., Risk Management, Financial Risk, Risk Assessment, IT Audit, Banking, Sarbanes-Oxley, Assurance, Corporate Governance, Financial Services, Auditing, Business Process..., CPA, Corporate Finance, Operational Risk, COSO, Capital Markets, Management, Financial Analysis, Financial Reporting, Governance, Insurance, SEC filings, Financial Audits, CISA, External Audit, Mergers & Acquisitions, US GAAP, Due Diligence, Fraud, SAS70
Education
New York University - Leonard N. Stern School of Business 1975 — 1977
MBA, Accounting
Boston University 1971 — 1975
BS, Business Administration
Frank Amsler, CFA, CFP, CIMA Frank Amsler, CFA, CFP, CIMA's Salomon Brothers Experience 1994 - 1995
Job Senior Vice President UBS Private Wealth Management
Industry Financial Services
Experience
UBS, Private Wealth Management November 2008 - Present
Merrill Lynch Private Banking and Investment Group June 1995 - November 2008
Salomon Brothers 1994 - 1995
United States Air Force May 1987 - July 1992
Education
The University of Texas at Austin 1992 — 1994
MBA, Finance
University of Dayton 1989 — 1992
Masters of Arts, Political Science & International Affairs
United States Air Force Academy 1983 — 1987
BSEE, Electrical Engineering
Boston Latin School 1977 — 1983
HS
UBS, Private Wealth Management November 2008 - Present
Merrill Lynch Private Banking and Investment Group June 1995 - November 2008
Salomon Brothers 1994 - 1995
United States Air Force May 1987 - July 1992
Education
The University of Texas at Austin 1992 — 1994
MBA, Finance
University of Dayton 1989 — 1992
Masters of Arts, Political Science & International Affairs
United States Air Force Academy 1983 — 1987
BSEE, Electrical Engineering
Boston Latin School 1977 — 1983
HS
Bob Connolly Bob Connolly's Salomon Brothers Experience 1991 - 1996
Job Director
Industry Accounting
Experience
Deloitte 2010 - Present
Deloitte 2004 - 2010
Deloitte 1996 - 2000
Salomon Brothers 1991 - 1996
Skills
Management, Private Equity, US GAAP, Internal Controls, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Management Consulting, Portfolio Management, Fund Of Funds, Auditing, Financial Reporting
Education
Fordham University 2000 — 2003
MA
St. Mary's University 1985 — 1987
BBA
Baylor University 1982 — 1985
James E. Taylor High School 1979 — 1982
Deloitte 2010 - Present
Deloitte 2004 - 2010
Deloitte 1996 - 2000
Salomon Brothers 1991 - 1996
Skills
Management, Private Equity, US GAAP, Internal Controls, Hedge Funds, Investments, Alternative Investments, Mutual Funds, Management Consulting, Portfolio Management, Fund Of Funds, Auditing, Financial Reporting
Education
Fordham University 2000 — 2003
MA
St. Mary's University 1985 — 1987
BBA
Baylor University 1982 — 1985
James E. Taylor High School 1979 — 1982
Charles Diana's Salomon Brothers Experience March 1995 - August 1997
Job Senior Vice President at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
ConvergEx Group September 2012 - Present
Bank of America Merrill Lynch April 2006 - February 2012
Merrill Lynch January 2000 - April 2006
Merrill Lynch August 1997 - January 2000
Salomon Brothers March 1995 - August 1997
Dean Witter November 1993 - February 1995
Ernst & Young July 1992 - November 1993
Education
Boston College 1988 — 1992
BS, Accounting
John Felter's Salomon Brothers Experience April 1987 - January 1995
Job Managing Director at Waterstone Defeasance, LLC
Industry Banking
Experience
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Waterstone Defeasance, LLC September 2014 - Present
Bank of America September 2011 - September 2014
Arthur J. Gallagher & Co. January 2009 - September 2011
Willis September 2004 - December 2008
Merrill Lynch January 1995 - July 2004
Salomon Brothers April 1987 - January 1995
PwC July 1985 - April 1987
Skills
Management, Mergers & Acquisitions, Finance, Investments, Financial Services, Financial Risk, Equities, Hedge Funds, Fixed Income, Due Diligence, Mergers, Asset Management, Real Estate
Education
Boston University 1981 — 1985
Bachelor's Degree, Finance / Management Information Systems
Bhs
Roger Springer Roger Springer's Salomon Brothers Experience June 1997 - April 1998
Job Product Manager at Montefiore Information Technology
Industry Health, Wellness and Fitness
Experience
Montefiore Information Technology May 2014 - Present
God's Battalion of Prayer Ministries May 1993 - Present
EmblemHealth March 2009 - May 2014
Lazard June 2000 - January 2009
Lazard May 1998 - June 2000
Salomon Brothers June 1997 - April 1998
Salomon Brothers June 1993 - April 1997
Skills
Systems Analysis, SQL, Database Administration, Workflow, CMDB, Release Management, Incident Management, Perl, Ksh, SCCS, Cron, Autosys, C#, Sybase ASE, BMC Patrol, Change Management, Choral, Vocal, Worship Leading, SQL Server, Service Management, Service Desk, Active Directory, Microsoft SQL Server, ITIL, Crystal Reports, Requirements Analysis, Visio, Troubleshooting, Unix, Sybase, Leadership, Solaris, Databases, Web Design, Analytics, Technical Support, Information Technology, IT Service Management, Disaster Recovery, SDLC, Integration, Quality Assurance, IT Management, Enterprise Architecture, System Deployment, IT Operations, VMware, Data Center, Solution Architecture
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Information Systems Management, Computer Information Systems
DeVry University 2005 — 2008
Bachelor of Science, Technical Management/Computer Information Systems
Technical Career Institutes 1996 — 1998
Associates in Applied Science, Electronics Engineering
Borough of Manhattan Community College 1995 — 1996
Business Management
Polytechnic University 1994 — 1995
Mathematics, Computer Science
Paul Robeson High School for Business and Technology 1990 — 1994
Regents High School Diploma, Technology
Montefiore Information Technology May 2014 - Present
God's Battalion of Prayer Ministries May 1993 - Present
EmblemHealth March 2009 - May 2014
Lazard June 2000 - January 2009
Lazard May 1998 - June 2000
Salomon Brothers June 1997 - April 1998
Salomon Brothers June 1993 - April 1997
Skills
Systems Analysis, SQL, Database Administration, Workflow, CMDB, Release Management, Incident Management, Perl, Ksh, SCCS, Cron, Autosys, C#, Sybase ASE, BMC Patrol, Change Management, Choral, Vocal, Worship Leading, SQL Server, Service Management, Service Desk, Active Directory, Microsoft SQL Server, ITIL, Crystal Reports, Requirements Analysis, Visio, Troubleshooting, Unix, Sybase, Leadership, Solaris, Databases, Web Design, Analytics, Technical Support, Information Technology, IT Service Management, Disaster Recovery, SDLC, Integration, Quality Assurance, IT Management, Enterprise Architecture, System Deployment, IT Operations, VMware, Data Center, Solution Architecture
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Information Systems Management, Computer Information Systems
DeVry University 2005 — 2008
Bachelor of Science, Technical Management/Computer Information Systems
Technical Career Institutes 1996 — 1998
Associates in Applied Science, Electronics Engineering
Borough of Manhattan Community College 1995 — 1996
Business Management
Polytechnic University 1994 — 1995
Mathematics, Computer Science
Paul Robeson High School for Business and Technology 1990 — 1994
Regents High School Diploma, Technology
Kevin Hsu Kevin Hsu's Salomon Brothers Experience May 1997 - May 1998
Job Capital Management Finance Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
GE Capital November 2014 - May 2015
Citi September 2011 - August 2014
Citi July 2009 - September 2011
JPMorgan Chase December 2005 - January 2007
Goldman Sachs May 2005 - November 2005
Seton Hall University September 2003 - May 2004
Morgan Stanley January 1999 - May 2001
Salomon Brothers May 1997 - May 1998
Skills
Derivatives, Risk Management, Software Development, CDS, Strategic Planning, Microsoft Excel, PowerPoint, Regulatory Capital, Microsoft Word, Fixed Income, Equities, Portfolio Management, Investment Banking, Operational Risk..., Financial Risk, Analysis, Capital Markets, Financial Analysis, Trading, Financial Services, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Finance, Marketing
Seton Hall University 2002 — 2003
M.A., Instructional Design and Technology
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Accounting, Information Systems
Bank of America June 2015 - Present
GE Capital November 2014 - May 2015
Citi September 2011 - August 2014
Citi July 2009 - September 2011
JPMorgan Chase December 2005 - January 2007
Goldman Sachs May 2005 - November 2005
Seton Hall University September 2003 - May 2004
Morgan Stanley January 1999 - May 2001
Salomon Brothers May 1997 - May 1998
Skills
Derivatives, Risk Management, Software Development, CDS, Strategic Planning, Microsoft Excel, PowerPoint, Regulatory Capital, Microsoft Word, Fixed Income, Equities, Portfolio Management, Investment Banking, Operational Risk..., Financial Risk, Analysis, Capital Markets, Financial Analysis, Trading, Financial Services, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Finance, Marketing
Seton Hall University 2002 — 2003
M.A., Instructional Design and Technology
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Accounting, Information Systems
Dan McKinney Dan McKinney's Salomon Brothers Experience July 1994 - October 1998
Job Partner at Ernst & Young
Industry Financial Services
Experience
Ernst & Young November 1998 - Present
Salomon Brothers July 1994 - October 1998
Lehman Brothers January 1994 - July 1994
Ernst & Young July 1989 - January 1994
Skills
Equities, Governance, Investment Banking, Banking, Derivatives, Middle Office, Risk Management, Capital Markets, Internal Audit, Mergers & Acquisitions, Auditing, Internal Controls, Hedge Funds, Finance, Private Equity, Financial Analysis, Business Analysis, Due Diligence, Financial Services, Enterprise Risk..., Business Process..., Financial Modeling, Financial Institutions, Investments, Financial Reporting, Operational Risk..., Corporate Governance, Valuation, Sarbanes-Oxley Act, Corporate Finance, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Accounting
Ernst & Young November 1998 - Present
Salomon Brothers July 1994 - October 1998
Lehman Brothers January 1994 - July 1994
Ernst & Young July 1989 - January 1994
Skills
Equities, Governance, Investment Banking, Banking, Derivatives, Middle Office, Risk Management, Capital Markets, Internal Audit, Mergers & Acquisitions, Auditing, Internal Controls, Hedge Funds, Finance, Private Equity, Financial Analysis, Business Analysis, Due Diligence, Financial Services, Enterprise Risk..., Business Process..., Financial Modeling, Financial Institutions, Investments, Financial Reporting, Operational Risk..., Corporate Governance, Valuation, Sarbanes-Oxley Act, Corporate Finance, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Accounting
Anne Kavanagh's Salomon Brothers Experience 1997 - 1998
Job Managing Member at Kavanagh Consulting LLC
Industry Retail
Experience
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
Kavanagh Consulting LLC July 2014 - Present
U.S. Vision November 2010 - July 2014
Kavanagh Consulting LLC January 2001 - November 2010
PaineWebber 1999 - 2000
Prudential Securities 1998 - 1999
Salomon Brothers 1997 - 1998
NatWest Securities 1990 - 1997
Drexel Burnham Lambert 1983 - 1990
IBM 1981 - 1983
Education
Boston College 1977 — 1981
Bachelor’s Degree, Majors: Finance and Marketing, Magna Cum Laude
John Straus's Salomon Brothers Experience 1981 - 1987
Job Chairman and Chief Executive Officer at FallLine Securities
Industry Financial Services
Experience
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
Cory Little Cory Little's Salomon Brothers Experience November 1988 - April 1992
Job Founder
Industry Management Consulting
Experience
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Formation Consulting, LLC. March 2011 - Present
Capital Formation Group February 2011 - Present
The Blake Collection June 2014 - Present
Merrill Lynch July 2000 - March 2009
Merrill Lynch July 1997 - July 2000
Merrill Lynch May 1992 - July 1997
Salomon Brothers November 1988 - April 1992
Kleinwort Benson November 1985 - November 1988
Skills
Management Consulting, Leadership Development, Business Strategy, Professional Women, Women Leaders, Transition Management, Transformational Life..., Life Coaching, Public Speaking, Board Governance, Board of Directors, Trustee, Trusteeship, Strategic Leadership, Leadership, Business Relationship..., Interview Preparation, Motivational..., Cognitive Psychology, Solution Focused, Narrative Therapy, Cultural Diversity, Diversity & Inclusion, Diversity Training, Relationship Management, International Business, Equities, Management, Sales Management, Guest Lecturing, Lecturing, Business Communications, Communication, CEOs, Team Leadership, Cross-functional Team..., Cross Functional Team..., Distributed Team..., Team Building, Team Motivation
Education
Boston College 2010 — 2014
Master's Degree, Clinical/Medical Social Work
Clarion University of Pennsylvania 1979 — 1983
Bachelor's Degree, Communication and Media Studies
Cara McCarthy Hutchins's Salomon Brothers Experience September 1988 - January 1990
Job Founder, Communications, Ink
Industry Marketing and Advertising
Experience
Communications, Ink June 1996 - Present
State Street Bank & Trust Company June 1993 - April 1996
Presidio Oil Company January 1990 - July 1992
Salomon Brothers September 1988 - January 1990
Mark Boyar & Company June 1987 - September 1988
Skills
Brand Development, Marketing Communications, Inbound Marketing, Social Media, SEO, Copywriting, SEO copywriting, Marketing Strategy, Market Research, Direct Marketing, Marketing Research, Email Marketing, Email Design, Brand Communication, Personal Branding, Corporate Branding, Social Media Marketing, Press Releases, Strategic Communications, Integrated Marketing, Marketing, Graphic Design, Newsletters, Brand Management, Strategy, Website Development, Internal Communications, Start-ups, Digital Strategy, Online Marketing, Strategic Planning, Digital Marketing, Online Advertising, Web Design, Web Analytics, Lead Generation, Mobile Marketing, InDesign, B2B Marketing, Web Content, Strategic Partnerships, Content Strategy, Brochures, SEM, Creative Direction, Interactive Marketing, Management, Advertising, Sales, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, International Marketing
Vassar College 1983 — 1987
AB, International Relations
Dwight Englewood 1977 — 1983
High School
Communications, Ink June 1996 - Present
State Street Bank & Trust Company June 1993 - April 1996
Presidio Oil Company January 1990 - July 1992
Salomon Brothers September 1988 - January 1990
Mark Boyar & Company June 1987 - September 1988
Skills
Brand Development, Marketing Communications, Inbound Marketing, Social Media, SEO, Copywriting, SEO copywriting, Marketing Strategy, Market Research, Direct Marketing, Marketing Research, Email Marketing, Email Design, Brand Communication, Personal Branding, Corporate Branding, Social Media Marketing, Press Releases, Strategic Communications, Integrated Marketing, Marketing, Graphic Design, Newsletters, Brand Management, Strategy, Website Development, Internal Communications, Start-ups, Digital Strategy, Online Marketing, Strategic Planning, Digital Marketing, Online Advertising, Web Design, Web Analytics, Lead Generation, Mobile Marketing, InDesign, B2B Marketing, Web Content, Strategic Partnerships, Content Strategy, Brochures, SEM, Creative Direction, Interactive Marketing, Management, Advertising, Sales, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, International Marketing
Vassar College 1983 — 1987
AB, International Relations
Dwight Englewood 1977 — 1983
High School
Kenny Polcari's Salomon Brothers Experience July 1995 - March 1998
Job Director of NYSE Floor Trading O'Neil Securities, Board Advisor Integral Board Group, CNBC Market Analyst
Industry Financial Services
Experience
O'Neil Securities, Inc. January 2013 - Present
CNBC July 2012 - Present
Integral Board Group, LLC August 2014 - Present
Bloomberg LP January 2011 - February 2013
ICAP April 1998 - October 2012
Salomon Brothers July 1995 - March 1998
Skills
Market Research, Risk Management, Proprietary Trading, Management, Asset, Equities, Series 7, Fixed Income, Strategic Financial..., Mutual Funds, Trading, Capital Markets, Bloomberg, Equity Trading, Electronic Trading, Securities, Asset Management, Financial Services, Finance, Investments, Derivatives, Restructuring, Portfolio Management, Marketing, Alternative Investments, Options, Commodity, CRM, Series 63, Financial Markets, Banking, Financial Modeling, Leadership, FINRA, New Business Development, Investor Relations, Trading Systems, Hedge Funds, Media Relations, Investment Banking, Asset Managment, Investment Strategies, Market Analysis, Equity Research, Bonds, Financial Planning
Education
Boston University - School of Management 1980 — 1983
BSBA, Finance
O'Neil Securities, Inc. January 2013 - Present
CNBC July 2012 - Present
Integral Board Group, LLC August 2014 - Present
Bloomberg LP January 2011 - February 2013
ICAP April 1998 - October 2012
Salomon Brothers July 1995 - March 1998
Skills
Market Research, Risk Management, Proprietary Trading, Management, Asset, Equities, Series 7, Fixed Income, Strategic Financial..., Mutual Funds, Trading, Capital Markets, Bloomberg, Equity Trading, Electronic Trading, Securities, Asset Management, Financial Services, Finance, Investments, Derivatives, Restructuring, Portfolio Management, Marketing, Alternative Investments, Options, Commodity, CRM, Series 63, Financial Markets, Banking, Financial Modeling, Leadership, FINRA, New Business Development, Investor Relations, Trading Systems, Hedge Funds, Media Relations, Investment Banking, Asset Managment, Investment Strategies, Market Analysis, Equity Research, Bonds, Financial Planning
Education
Boston University - School of Management 1980 — 1983
BSBA, Finance
Walter Donovan Walter Donovan's Salomon Brothers Experience 1985 - 1988
Job Chief Investment Officer at Putnam Investments
Industry Financial Services
Experience
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Putnam Investments 2009 - Present
Fidelity Investments 1995 - 2009
Merrill Lynch Capital Markets 1988 - 1995
Salomon Brothers 1985 - 1988
Education
Amherst College
Bachelor of Arts (B.A.)
Phillips Exeter Academy
Henry WT Luk's Salomon Brothers Experience 1992 - 1998
Job IT Specialist
Industry Information Technology and Services
Experience
Paladino Casting January 2015 - April 2015
Aricent Group April 2012 - 2014
Diversant LLC October 2010 - October 2011
PRUDENTIAL NEW JERSEY PROPERTIES June 2010 - December 2010
Strategic Equity Capital LLC June 2009 - October 2010
Citigroup February 1992 - 2009
Salomon Brothers 1992 - 1998
Salomon Brothers 1992 - 1998
Skills
Integration, Java, Data Center, Project Management, Web Development, Software Documentation, Unix, SDLC, Weblogic, Perl, Sybase, Oracle, Requirements Analysis, Agile Methodologies, Solaris, Systems Analysis, Data Migration, Unix Shell Scripting, Networking, Testing
Education
Baruch College, City University of New York (CUNY) 1990 — 1996
BBA, Statistics and Computer Information Systems
State University of New York at Delhi 1986 — 1988
AOS, Automotive Technology
Paladino Casting January 2015 - April 2015
Aricent Group April 2012 - 2014
Diversant LLC October 2010 - October 2011
PRUDENTIAL NEW JERSEY PROPERTIES June 2010 - December 2010
Strategic Equity Capital LLC June 2009 - October 2010
Citigroup February 1992 - 2009
Salomon Brothers 1992 - 1998
Salomon Brothers 1992 - 1998
Skills
Integration, Java, Data Center, Project Management, Web Development, Software Documentation, Unix, SDLC, Weblogic, Perl, Sybase, Oracle, Requirements Analysis, Agile Methodologies, Solaris, Systems Analysis, Data Migration, Unix Shell Scripting, Networking, Testing
Education
Baruch College, City University of New York (CUNY) 1990 — 1996
BBA, Statistics and Computer Information Systems
State University of New York at Delhi 1986 — 1988
AOS, Automotive Technology
Stephen Milano Stephen Milano's Salomon Brothers Experience 1982 - 1990
Job Proactive Sales Leader ★ Who Understands The Customer ★ Business Development Strategist ➡ Who Drives Results
Industry Financial Services
Experience
In Transition - Seeking A New Opportunity 2014 - Present
Citi July 2000 - September 2007
Hanover Capital 1998 - 2000
Barrow Hanley Mewhinney and Strauss 1990 - 1998
Salomon Brothers 1982 - 1990
Skills
Capital Markets, Marketing Strategy, Investments, Generating Revenue, Consultative Sales..., Management, Manage Client..., Institutional Sales, Financial Markets, Team Leadership, Change Management, Investment Management, Portfolio Management, Strategic Planning, Fixed Income Portfolio..., Financial Services, Photography, Sales, Building Relationships, Investment Advisory, Driven By Results, Timely Decision Making, Growth Strategies, Quick Study, New Business Development, Business Development, Key Account Development, Entrepreneurial..., Consultative Selling..., Problem Solving, Strategic Thinking, Endowments, revenue and profit..., Organizational..., Financial Management..., Financial Institutions, Training, Leading Change, CRM, Performance Management, Mentoring, Accountability, Analytical Skills, Complex Sales, Trusted Business Partner, Highly resourceful, Pay Close Attention to..., Cross Functional..., Leading Positive Change, Sales Execution
Education
Wharton School, University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Economics with Finance Concentration
Boston Latin School 1970 — 1976
In Transition - Seeking A New Opportunity 2014 - Present
Citi July 2000 - September 2007
Hanover Capital 1998 - 2000
Barrow Hanley Mewhinney and Strauss 1990 - 1998
Salomon Brothers 1982 - 1990
Skills
Capital Markets, Marketing Strategy, Investments, Generating Revenue, Consultative Sales..., Management, Manage Client..., Institutional Sales, Financial Markets, Team Leadership, Change Management, Investment Management, Portfolio Management, Strategic Planning, Fixed Income Portfolio..., Financial Services, Photography, Sales, Building Relationships, Investment Advisory, Driven By Results, Timely Decision Making, Growth Strategies, Quick Study, New Business Development, Business Development, Key Account Development, Entrepreneurial..., Consultative Selling..., Problem Solving, Strategic Thinking, Endowments, revenue and profit..., Organizational..., Financial Management..., Financial Institutions, Training, Leading Change, CRM, Performance Management, Mentoring, Accountability, Analytical Skills, Complex Sales, Trusted Business Partner, Highly resourceful, Pay Close Attention to..., Cross Functional..., Leading Positive Change, Sales Execution
Education
Wharton School, University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Economics with Finance Concentration
Boston Latin School 1970 — 1976
David Amster's Salomon Brothers Experience May 1990 - February 1995
Job CCO at CRT Capital Group LLC
Industry Investment Banking
Experience
CRT Capital Group LLC May 2001 - Present
UBS Investment Bank July 1997 - May 2001
Financial Industry Regulatory Authority February 1995 - July 1997
Salomon Brothers May 1990 - February 1995
Skills
Securities, FINRA, Hedge Funds, Series 7, Series 24, Capital Markets, Series 63, Fixed Income, Options, Alternative Investments, Equities, Trading, Derivatives, Asset Management, Bloomberg, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1986 — 1990
Bachelor of Arts (BA), Economics
CRT Capital Group LLC May 2001 - Present
UBS Investment Bank July 1997 - May 2001
Financial Industry Regulatory Authority February 1995 - July 1997
Salomon Brothers May 1990 - February 1995
Skills
Securities, FINRA, Hedge Funds, Series 7, Series 24, Capital Markets, Series 63, Fixed Income, Options, Alternative Investments, Equities, Trading, Derivatives, Asset Management, Bloomberg, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1986 — 1990
Bachelor of Arts (BA), Economics
Judith Low Judith Low's Salomon Brothers Experience 1983 - 1990
Job Licensed Agent at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company October 2014 - Present
TNC 2009 - Present
Friedberg Properties & Associates August 2013 - January 2015
Garden Club of Englewood 2011 - 2013
Salomon Brothers 1983 - 1990
SBC Warburg 1980 - 1983
Skills
Life Insurance, Disability Insurance, General Insurance, Health Insurance, long term care insurance, term insurance, team building, educational funding, Team Leadership, Wealth Transfer...
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Barnard College 1976 — 1980
Bachelor of Arts (B.A.)
Tenafly High School
New York Life Insurance Company October 2014 - Present
TNC 2009 - Present
Friedberg Properties & Associates August 2013 - January 2015
Garden Club of Englewood 2011 - 2013
Salomon Brothers 1983 - 1990
SBC Warburg 1980 - 1983
Skills
Life Insurance, Disability Insurance, General Insurance, Health Insurance, long term care insurance, term insurance, team building, educational funding, Team Leadership, Wealth Transfer...
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), International Finance
Barnard College 1976 — 1980
Bachelor of Arts (B.A.)
Tenafly High School
Jill von Czoernig Jill von Czoernig's Salomon Brothers Experience January 1984 - 1997
Job Managing Director Chapter Development at Society of Financial Service Professionals
Industry Nonprofit Organization Management
Experience
Society of Financial Service Professionals September 2000 - Present
Salomon Brothers January 1984 - 1997
Skills
Retirement Planning
Education
Augustana College
BA, Music, English, Education
Manhattan School of Music
Masters, Opera
Society of Financial Service Professionals September 2000 - Present
Salomon Brothers January 1984 - 1997
Skills
Retirement Planning
Education
Augustana College
BA, Music, English, Education
Manhattan School of Music
Masters, Opera
Elaine Jacobson Elaine Jacobson's Salomon Brothers Experience 1979 - 1980
Job President, Jacobson Systems, Inc. and Computer Software Consultant
Industry Computer Software
Experience
Jacobson Systems, Inc. 1980 - Present
Bankers Trust 1980 - 1982
Salomon Brothers 1979 - 1980
The Chase Manhattan Bank 1973 - 1979
McKinsey & Company 1972 - 1973
Stone & Webster 1971 - 1972
Education
University at Buffalo 1968 — 1971
BA
Baruch College, City University of New York (CUNY)
MBA
Jacobson Systems, Inc. 1980 - Present
Bankers Trust 1980 - 1982
Salomon Brothers 1979 - 1980
The Chase Manhattan Bank 1973 - 1979
McKinsey & Company 1972 - 1973
Stone & Webster 1971 - 1972
Education
University at Buffalo 1968 — 1971
BA
Baruch College, City University of New York (CUNY)
MBA
Jeffrey von der Schulenburg's Salomon Brothers Experience 1986 - 1988
Job Managing Director at RSR Partners
Industry Management Consulting
Experience
RSR Partners October 2014 - Present
Schulenburg & Partners January 2009 - September 2014
Edward W Kelley & Partners 2007 - 2009
The Curzon Partnership January 2004 - December 2006
Directorship 2001 - 2003
Sullivan & Co/Heidrick & Struggles 1999 - 2001
Korn Ferry 1996 - 1999
Russell Reynolds Associates 1988 - 1996
Salomon Brothers 1986 - 1988
Skills
Strategy, Start-ups, CRM, Leadership, Business Development, Management, Coaching, Executive Search, Career Counseling, Marketing, Career Development, Sales
Education
Columbia University - Columbia Business School 1985 — 1986
Master of Business Administration (MBA)
Amherst College 1976 — 1981
Bachelor of Arts (BA)
RSR Partners October 2014 - Present
Schulenburg & Partners January 2009 - September 2014
Edward W Kelley & Partners 2007 - 2009
The Curzon Partnership January 2004 - December 2006
Directorship 2001 - 2003
Sullivan & Co/Heidrick & Struggles 1999 - 2001
Korn Ferry 1996 - 1999
Russell Reynolds Associates 1988 - 1996
Salomon Brothers 1986 - 1988
Skills
Strategy, Start-ups, CRM, Leadership, Business Development, Management, Coaching, Executive Search, Career Counseling, Marketing, Career Development, Sales
Education
Columbia University - Columbia Business School 1985 — 1986
Master of Business Administration (MBA)
Amherst College 1976 — 1981
Bachelor of Arts (BA)
Andrew N. Davis Andrew N. Davis's Salomon Brothers Experience 1976 - 1982
Job ARGOSY Financial Solutions, LLC and ARGOSY Trust Advisors, Managing Partner
Industry Financial Services
Experience
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
Rich Malconian Rich Malconian's Salomon Brothers Experience June 1976 - September 1990
Job Broker Associate at Related ISG International Realty
Industry Real Estate
Experience
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
Amit Chatterjee's Salomon Brothers Experience August 1996 - November 1997
Job
Industry Pharmaceuticals
Experience
PharmaIntel.com March 2014 - Present
TRAC Consulting Group January 2014 - Present
Weeden & Co July 2007 - January 2014
Citigroup March 2001 - May 2007
Citigroup January 2000 - March 2001
Salomon Smith Barney December 1997 - December 1999
Salomon Brothers August 1996 - November 1997
Salomon Brothers, Inc. June 1990 - August 1996
AGS Information Systems September 1987 - June 1990
Skills
ECN, Equities, Market Data, Electronic Trading, Portfolio Management, Capital Markets, Trading Systems, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, Middle Office, Risk Management, Business Strategy, Prime Brokerage, Bloomberg, Order Management, Trading System, Equity Trading, Options, Equity Derivatives, Securities, Financial Markets, Low Latency, Series 7, Series 63, Financial Risk, Sybase, Quantitative Finance, Exchange Connectivity, IT Strategy, Market Risk, Alternative Investments, Back Office, Trading Strategies, Bonds, Management, Strategy, Business Analysis, Mergers & Acquisitions, Financial Services, SDLC
Education
Stevens Institute of Technology 1984 — 1986
MS
Bengal Engineering and Science University, Shibpur 1979 — 1983
BS
PharmaIntel.com March 2014 - Present
TRAC Consulting Group January 2014 - Present
Weeden & Co July 2007 - January 2014
Citigroup March 2001 - May 2007
Citigroup January 2000 - March 2001
Salomon Smith Barney December 1997 - December 1999
Salomon Brothers August 1996 - November 1997
Salomon Brothers, Inc. June 1990 - August 1996
AGS Information Systems September 1987 - June 1990
Skills
ECN, Equities, Market Data, Electronic Trading, Portfolio Management, Capital Markets, Trading Systems, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, Middle Office, Risk Management, Business Strategy, Prime Brokerage, Bloomberg, Order Management, Trading System, Equity Trading, Options, Equity Derivatives, Securities, Financial Markets, Low Latency, Series 7, Series 63, Financial Risk, Sybase, Quantitative Finance, Exchange Connectivity, IT Strategy, Market Risk, Alternative Investments, Back Office, Trading Strategies, Bonds, Management, Strategy, Business Analysis, Mergers & Acquisitions, Financial Services, SDLC
Education
Stevens Institute of Technology 1984 — 1986
MS
Bengal Engineering and Science University, Shibpur 1979 — 1983
BS
William Morrow's Salomon Brothers Experience June 2000 - July 2002
Job Developing Potential in Growing Businesses
Industry Venture Capital & Private Equity
Experience
EnerCrest, Inc. April 2005 - December 2008
SIG Partners 2004 - 2005
Salomon Brothers June 2000 - July 2002
Hagler Bailly 1999 - 2000
The Nature Conservancy January 1999 - June 1999
Skills
Private Equity, Venture Capital, Strategy, Start-ups, Mergers & Acquisitions, Program Management, Leadership, Team Leadership, Management, Investments, Market Research, Finance
Education
The Johns Hopkins University 2003 — 2004
Certificate
Middlebury College 1994 — 1999
BA
Harbin University of Science and Technology 1997 — 1997
NA
Beijing Normal University
Viewpoint
EnerCrest, Inc. April 2005 - December 2008
SIG Partners 2004 - 2005
Salomon Brothers June 2000 - July 2002
Hagler Bailly 1999 - 2000
The Nature Conservancy January 1999 - June 1999
Skills
Private Equity, Venture Capital, Strategy, Start-ups, Mergers & Acquisitions, Program Management, Leadership, Team Leadership, Management, Investments, Market Research, Finance
Education
The Johns Hopkins University 2003 — 2004
Certificate
Middlebury College 1994 — 1999
BA
Harbin University of Science and Technology 1997 — 1997
NA
Beijing Normal University
Viewpoint
Donna Miller's Salomon Brothers Experience 1980 - 1985
Job Control Officer, Senior Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2012 - Present
JP Morgan Chase May 2008 - January 2012
Washington Mutual 2007 - 2008
Wells Fargo 2002 - 2006
Wells Fargo Home Mortgage 1996 - 2001
Prudential Home Mortgage 1985 - 1996
Salomon Brothers 1980 - 1985
Salomon Brothers 1980 - 1985
Salomon Brothers 1980 - 1985
Skills
Real Estate, Strategic Partnerships, Financial Services, Loans, Credit, Management, Finance, Credit Analysis, Residential Mortgages, Sales Operations, Emerging Markets, Executive Management, Financial Risk, Banking, Mortgage Underwriting, Refinance, Mortgage Servicing, Start-ups, Customer Retention, Mergers & Acquisitions, Retail Banking, Program Management, Due Diligence, Credit Risk, Mortgage Banking, Portfolio Management, Sales, Commercial Banking, Segmentation, Financial Analysis, Underwriting, Relationship Management, Commercial Lending, Mortgage Lending, Loan Servicing, Loss Mitigation, Organizational..., Consumer Lending, Enterprise Software, Customer Experience, Capital Markets, Small Business Lending, Strategic Planning, Loan Origination, VA loans, Asset Management, Financial Modeling, Risk Management, Vendor Management, Series 7
Education
University of Scranton 1975 — 1977
MBA, Accounting
Bloomsburg University of Pennsylvania
Bachelor of Science (BS) Secondary Education Mathematics
JPMorgan Chase & Co. November 2012 - Present
JP Morgan Chase May 2008 - January 2012
Washington Mutual 2007 - 2008
Wells Fargo 2002 - 2006
Wells Fargo Home Mortgage 1996 - 2001
Prudential Home Mortgage 1985 - 1996
Salomon Brothers 1980 - 1985
Salomon Brothers 1980 - 1985
Salomon Brothers 1980 - 1985
Skills
Real Estate, Strategic Partnerships, Financial Services, Loans, Credit, Management, Finance, Credit Analysis, Residential Mortgages, Sales Operations, Emerging Markets, Executive Management, Financial Risk, Banking, Mortgage Underwriting, Refinance, Mortgage Servicing, Start-ups, Customer Retention, Mergers & Acquisitions, Retail Banking, Program Management, Due Diligence, Credit Risk, Mortgage Banking, Portfolio Management, Sales, Commercial Banking, Segmentation, Financial Analysis, Underwriting, Relationship Management, Commercial Lending, Mortgage Lending, Loan Servicing, Loss Mitigation, Organizational..., Consumer Lending, Enterprise Software, Customer Experience, Capital Markets, Small Business Lending, Strategic Planning, Loan Origination, VA loans, Asset Management, Financial Modeling, Risk Management, Vendor Management, Series 7
Education
University of Scranton 1975 — 1977
MBA, Accounting
Bloomsburg University of Pennsylvania
Bachelor of Science (BS) Secondary Education Mathematics
Deborah Schwartz's Salomon Brothers Experience February 1987 - June 1998
Job
Industry Financial Services
Experience
Credit Suisse October 2010 - Present
CIT Group 2006 - December 2010
GFI Group 2001 - 2005
Deutsche Bank 1998 - 2000
Salomon Brothers February 1987 - June 1998
Skills
Capital Markets, Fixed Income, Vendor Management, Risk Management, IT Strategy, Credit Risk, General Corporate..., Credit, Business Analysis, Information Technology, Investment Banking, Financial Services, Legal Compliance, PMO, Derivatives, SDLC, Strategic Planning, Portfolio Management
Education
IMD Business School 2012 — 2012
Strategic IT Management Training Program, IT Strategy
New York University - Leonard N. Stern School of Business
Executive MBA, Management
Binghamton University
BA, English
Stuyvesant High School
Credit Suisse October 2010 - Present
CIT Group 2006 - December 2010
GFI Group 2001 - 2005
Deutsche Bank 1998 - 2000
Salomon Brothers February 1987 - June 1998
Skills
Capital Markets, Fixed Income, Vendor Management, Risk Management, IT Strategy, Credit Risk, General Corporate..., Credit, Business Analysis, Information Technology, Investment Banking, Financial Services, Legal Compliance, PMO, Derivatives, SDLC, Strategic Planning, Portfolio Management
Education
IMD Business School 2012 — 2012
Strategic IT Management Training Program, IT Strategy
New York University - Leonard N. Stern School of Business
Executive MBA, Management
Binghamton University
BA, English
Stuyvesant High School
Susan Theon's Salomon Brothers Experience June 1990 - June 1992
Job Support Group Facilitator at Alzheimer's Association®
Industry Financial Services
Experience
Alzheimer's Association® September 2014 - Present
Financial Services March 2014 - Present
Park Street Financial Group September 2013 - March 2014
EDS eBreviate November 2000 - April 2002
Online Resources July 1999 - November 2000
Thomson Financial January 1997 - July 1999
Wachovia Securities, LLC July 1995 - January 1997
Yamaichi Securities July 1993 - December 1994
Union Bank of Switzerland June 1992 - July 1993
Salomon Brothers June 1990 - June 1992
Skills
Program Management, Business Development, Finance, Professional Services
Education
Virginia Commonwealth University 2015 — 2019
Master’s Degree, Clinical/Medical Social Work
Barnard College 1986 — 1990
B.A., Economics
Alzheimer's Association® September 2014 - Present
Financial Services March 2014 - Present
Park Street Financial Group September 2013 - March 2014
EDS eBreviate November 2000 - April 2002
Online Resources July 1999 - November 2000
Thomson Financial January 1997 - July 1999
Wachovia Securities, LLC July 1995 - January 1997
Yamaichi Securities July 1993 - December 1994
Union Bank of Switzerland June 1992 - July 1993
Salomon Brothers June 1990 - June 1992
Skills
Program Management, Business Development, Finance, Professional Services
Education
Virginia Commonwealth University 2015 — 2019
Master’s Degree, Clinical/Medical Social Work
Barnard College 1986 — 1990
B.A., Economics
Augie Vargetto's Salomon Brothers Experience 1990 - 1998
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse DirectorCredit Suisse Securities
Deutsche Bank 1998 - 2002
Deutsche Bank NY 1998 - 2002
Deutsche Bank New York 1998 - 2002
Salomon Brothers 1990 - 1998
Education
Baruch College, City University of New York (CUNY) 1973 — 1977
Credit Suisse DirectorCredit Suisse Securities
Deutsche Bank 1998 - 2002
Deutsche Bank NY 1998 - 2002
Deutsche Bank New York 1998 - 2002
Salomon Brothers 1990 - 1998
Education
Baruch College, City University of New York (CUNY) 1973 — 1977
Richard Taney's Salomon Brothers Experience 1990 - 1995
Job CEO PalliaTech, inc.
Industry Medical Devices
Experience
PalliaTech, Inc. October 2010 - Present
MGT Capital Investments March 2011 - May 2012
Medicsight March 2011 - July 2011
Delcath Sysyems, Inc. November 2006 - September 2010
Delcath Systems, Inc. 2006 - 2009
Sandpiper Capital Partners March 2003 - December 2006
T2 Capital Management March 1999 - December 2004
Bank of America Securities 1997 - 1999
Merrill Lynch 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Medical Devices, Start-ups, Business Strategy, Mergers, Strategic Planning, Business Development, Clinical Research, Marketing Strategy, FDA, Biotechnology, New Business Development, Product Development, Venture Capital, Healthcare, Clinical Trials, Cross-functional Team..., Commercialization, Pharmaceutical Industry, Mergers & Acquisitions, Executive Management, Management, Team Building, Surgery, Process Improvement, Strategy, Market Development, ISO 13485, Product Launch, Capital Equipment, Oncology
Education
Boston University School of Law 1979 — 1980
JD
Temple University - James E. Beasley School of Law 1977 — 1979
JD
Tufts University 1973 — 1977
BA, history, biology
PalliaTech, Inc. October 2010 - Present
MGT Capital Investments March 2011 - May 2012
Medicsight March 2011 - July 2011
Delcath Sysyems, Inc. November 2006 - September 2010
Delcath Systems, Inc. 2006 - 2009
Sandpiper Capital Partners March 2003 - December 2006
T2 Capital Management March 1999 - December 2004
Bank of America Securities 1997 - 1999
Merrill Lynch 1995 - 1997
Salomon Brothers 1990 - 1995
Skills
Medical Devices, Start-ups, Business Strategy, Mergers, Strategic Planning, Business Development, Clinical Research, Marketing Strategy, FDA, Biotechnology, New Business Development, Product Development, Venture Capital, Healthcare, Clinical Trials, Cross-functional Team..., Commercialization, Pharmaceutical Industry, Mergers & Acquisitions, Executive Management, Management, Team Building, Surgery, Process Improvement, Strategy, Market Development, ISO 13485, Product Launch, Capital Equipment, Oncology
Education
Boston University School of Law 1979 — 1980
JD
Temple University - James E. Beasley School of Law 1977 — 1979
JD
Tufts University 1973 — 1977
BA, history, biology
Norberto Lopez's Salomon Brothers Experience 1986 - 1997
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers, Inc October 2000 - September 2008
Citigroup Inc./Salomon Smith Barney, Inc. 1997 - September 2000
Salomon Brothers 1986 - 1997
Education
New York Institute of Technology 1988 — 1990
MS, Computer Science
Baruch College, City University of New York (CUNY) 1972 — 1979
BBA, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers, Inc October 2000 - September 2008
Citigroup Inc./Salomon Smith Barney, Inc. 1997 - September 2000
Salomon Brothers 1986 - 1997
Education
New York Institute of Technology 1988 — 1990
MS, Computer Science
Baruch College, City University of New York (CUNY) 1972 — 1979
BBA, Accounting
Heather Zigli's Salomon Brothers Experience August 1992 - June 1996
Job Senior Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft February 2011 - Present
Core BTS, Inc. December 2008 - January 2011
Kroll Background Screening March 2008 - October 2008
BT INS May 2007 - March 2008
Microsoft 2005 - 2007
Core Business Technology Solutions July 2000 - October 2005
HCA 2000 - 2003
Raymond James November 1996 - June 1999
Salomon Brothers August 1992 - June 1996
Skills
sharepoint, SharePoint, Business Analysis, IT Strategy, Business Intelligence, Software Project..., Cloud Computing, SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Security, Microsoft SQL Server, Software Development, .NET, SQL, Information Technology, Enterprise Software, Solution Architecture, Integration, SaaS, CISSP, Consulting
Education
Belmont University - Jack C. Massey Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
University of Tampa - John H. Sykes College of Business 1997 — 1999
BS, Finance
Osceola High School
Microsoft February 2011 - Present
Core BTS, Inc. December 2008 - January 2011
Kroll Background Screening March 2008 - October 2008
BT INS May 2007 - March 2008
Microsoft 2005 - 2007
Core Business Technology Solutions July 2000 - October 2005
HCA 2000 - 2003
Raymond James November 1996 - June 1999
Salomon Brothers August 1992 - June 1996
Skills
sharepoint, SharePoint, Business Analysis, IT Strategy, Business Intelligence, Software Project..., Cloud Computing, SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Security, Microsoft SQL Server, Software Development, .NET, SQL, Information Technology, Enterprise Software, Solution Architecture, Integration, SaaS, CISSP, Consulting
Education
Belmont University - Jack C. Massey Graduate School of Business 2002 — 2005
Master of Business Administration, Finance
University of Tampa - John H. Sykes College of Business 1997 — 1999
BS, Finance
Osceola High School
Katherine Fiore's Salomon Brothers Experience May 1996 - July 1998
Job Computer Software Consultant and Contractor
Industry Computer Software
Experience
Trade Alert LLC September 2009 - Present
XShares Advisors, LLC April 2007 - March 2009
Allagash Trading, LLC February 2006 - March 2007
Banc of America Securities March 2003 - January 2006
Banc of America Securities July 2000 - February 2003
Salomon Brothers May 1996 - July 1998
AT&T March 1995 - January 1996
AT&T January 1994 - February 1995
AT&T January 1992 - December 1993
AT&T June 1990 - December 1991
Education
Rutgers University-New Brunswick 1992 — 1996
MS, Computer Science
Boston University 1986 — 1990
BA, Computer Science
Trade Alert LLC September 2009 - Present
XShares Advisors, LLC April 2007 - March 2009
Allagash Trading, LLC February 2006 - March 2007
Banc of America Securities March 2003 - January 2006
Banc of America Securities July 2000 - February 2003
Salomon Brothers May 1996 - July 1998
AT&T March 1995 - January 1996
AT&T January 1994 - February 1995
AT&T January 1992 - December 1993
AT&T June 1990 - December 1991
Education
Rutgers University-New Brunswick 1992 — 1996
MS, Computer Science
Boston University 1986 — 1990
BA, Computer Science
Brian Goodstadt, CFA's Salomon Brothers Experience August 1991 - April 1994
Job Investment Advisor at Paragon Capital Management
Industry Financial Services
Experience
Paragon Capital Management, Ltd. January 2005 - Present
Riverside Capital Management June 2002 - July 2004
Advent Capital Management June 2000 - May 2002
Standard & Poor's May 1996 - June 2000
Salomon Brothers August 1991 - April 1994
Skills
Wealth Management..., Investment Management, Retirement Planning, High Net Worth..., Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Boston University 1987 — 1991
BS, Finance
Paragon Capital Management, Ltd. January 2005 - Present
Riverside Capital Management June 2002 - July 2004
Advent Capital Management June 2000 - May 2002
Standard & Poor's May 1996 - June 2000
Salomon Brothers August 1991 - April 1994
Skills
Wealth Management..., Investment Management, Retirement Planning, High Net Worth..., Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Boston University 1987 — 1991
BS, Finance
Charles Noonan's Salomon Brothers Experience 1969 - 1981
Job Head of U.S. Operations at Qapital
Industry Financial Services
Experience
Qapital December 2013 - Present
Nomura 2005 - April 2013
CMCGI, LLC 1989 - 2013
FTS, Inc. 1983 - 1989
Salomon Brothers 1969 - 1981
Skills
Business Analysis, Capital Markets, Derivatives, Electronic Trading, Equities, Financial Modeling, Fixed Income, Hedge Funds, Trading Systems, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1969 — 1971
Qapital December 2013 - Present
Nomura 2005 - April 2013
CMCGI, LLC 1989 - 2013
FTS, Inc. 1983 - 1989
Salomon Brothers 1969 - 1981
Skills
Business Analysis, Capital Markets, Derivatives, Electronic Trading, Equities, Financial Modeling, Fixed Income, Hedge Funds, Trading Systems, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1969 — 1971
Julie Agnew's Salomon Brothers Experience 1992 - 1993
Job Associate Professor of Finance and Economics
Industry Financial Services
Experience
The Mason School of Business/ The College of William and Mary January 2014 - Present
The Mason School of Business/ The College of William and Mary 2010 - Present
Mason School of Business July 2010 - July 2014
Australian School of Business January 2012 - December 2012
The College of William and Mary Mason School of Business 2001 - 2010
Vector Securities International Inc. 1994 - 1995
Vector Securities International Inc. 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2001
Ph.D., Finance
William & Mary 1987 — 1991
BA, Economics
The Mason School of Business/ The College of William and Mary January 2014 - Present
The Mason School of Business/ The College of William and Mary 2010 - Present
Mason School of Business July 2010 - July 2014
Australian School of Business January 2012 - December 2012
The College of William and Mary Mason School of Business 2001 - 2010
Vector Securities International Inc. 1994 - 1995
Vector Securities International Inc. 1993 - 1994
Salomon Brothers 1992 - 1993
Skills
Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2001
Ph.D., Finance
William & Mary 1987 — 1991
BA, Economics
Fawad Maalik's Salomon Brothers Experience 1990 - Present
Job AVP at Citigroup
Industry Banking
Experience
Citigroup July 1990 - Present
Citi-Group 1990 - Present
Salomon Brothers 1990 - Present
Citi 1990 - Present
Skills
Netbackup, Banking, Fixed Income, Investment Banking, Equities, Risk Management, Electronic Trading, Derivatives, Trading Systems, Portfolio Management, Middle Office, Capital Markets, Credit Derivatives, Hedge Funds, Financial Services, Back Office, Vendor Management, Disaster Recovery, Business Continuity, Prime Brokerage, Operational Risk..., Market Data, Sybase, SDLC, Equity Derivatives, Trading, Business Analysis, Leadership, Securities, Unix, Problem Solving, PMO, Financial Risk, Open Systems..., Financial Markets, Solaris 8/9/10, Equity Trading, Bloomberg, Interest Rate..., Alternative Investments, Asset Management, Options, Credit Risk, Wealth Management, Series 7
Education
City University of New York-Baruch College 1990 — 1996
Business Administration and Management, General
Flushing High School 1988 — 1991
Business Administration and Management, General
Citigroup July 1990 - Present
Citi-Group 1990 - Present
Salomon Brothers 1990 - Present
Citi 1990 - Present
Skills
Netbackup, Banking, Fixed Income, Investment Banking, Equities, Risk Management, Electronic Trading, Derivatives, Trading Systems, Portfolio Management, Middle Office, Capital Markets, Credit Derivatives, Hedge Funds, Financial Services, Back Office, Vendor Management, Disaster Recovery, Business Continuity, Prime Brokerage, Operational Risk..., Market Data, Sybase, SDLC, Equity Derivatives, Trading, Business Analysis, Leadership, Securities, Unix, Problem Solving, PMO, Financial Risk, Open Systems..., Financial Markets, Solaris 8/9/10, Equity Trading, Bloomberg, Interest Rate..., Alternative Investments, Asset Management, Options, Credit Risk, Wealth Management, Series 7
Education
City University of New York-Baruch College 1990 — 1996
Business Administration and Management, General
Flushing High School 1988 — 1991
Business Administration and Management, General
Warren Hunt's Salomon Brothers Experience 1986 - 1989
Job Financial Services Professional
Industry Capital Markets
Experience
Infinium Capital Management February 2011 - September 2013
Lehman Brothers Holdings Inc June 2009 - April 2011
Deutsche Bank 2000 - May 2009
Greenwich Natwest 1996 - 2000
Lehman Brothers Japan 1993 - 1996
CDC Capital Markets 1991 - 1993
Bankers Trust 1989 - 1991
Salomon Brothers 1986 - 1989
Skills
FINRA Series 7...
Education
Union College 1976 — 1982
BA, Economics
Beijing Language and Culture University 1980 — 1981
Language Diploma
Infinium Capital Management February 2011 - September 2013
Lehman Brothers Holdings Inc June 2009 - April 2011
Deutsche Bank 2000 - May 2009
Greenwich Natwest 1996 - 2000
Lehman Brothers Japan 1993 - 1996
CDC Capital Markets 1991 - 1993
Bankers Trust 1989 - 1991
Salomon Brothers 1986 - 1989
Skills
FINRA Series 7...
Education
Union College 1976 — 1982
BA, Economics
Beijing Language and Culture University 1980 — 1981
Language Diploma
Tony DiSanto's Salomon Brothers Experience December 1989 - December 1997
Job MD at Citigroup
Industry Financial Services
Experience
Citigroup 2006 - Present
Citi 1989 - Present
Salomon Brothers December 1989 - December 1997
Mobil Oil 1978 - 1989
Skills
Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Strategy, IT Management, Business Analysis
Education
Adelphi University 1985 — 1987
MBA, Finance and Investments
Drexel University - College of Business and Administration 1975 — 1980
Accounting, Accounting
Citigroup 2006 - Present
Citi 1989 - Present
Salomon Brothers December 1989 - December 1997
Mobil Oil 1978 - 1989
Skills
Vendor Management, IT Strategy, Risk Management, Disaster Recovery, Strategy, IT Management, Business Analysis
Education
Adelphi University 1985 — 1987
MBA, Finance and Investments
Drexel University - College of Business and Administration 1975 — 1980
Accounting, Accounting
Michael Heller, PMP mikeheller99@aol.com's Salomon Brothers Experience February 1982 - December 1985
Job IT Infrastructure PM. HW/SW and ITIL process improvements plus Bus. Cont./DR SME. Passed CBCP exam. MBA.
Industry Information Technology and Services
Experience
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
Srinidhi Murthy's Salomon Brothers Experience 1994 - 1997
Job
Industry Information Technology and Services
Experience
CITIGROUP 1998 - Present
NIIT 1997 - 1998
Salomon Brothers 1994 - 1997
Skills
Fixed Income, Capital Markets, PMP, Cards, Prime Brokerage, Vendor Management, Re-engineering, Offshoring, IT Strategy, Outsourcing
Education
NIIT 1988 — 1989
PG-DSM, Systems management
Bangalore University 1982 — 1987
BCOM, Business management
Poorna Prajna Education Center 1979 — 1982
X
CITIGROUP 1998 - Present
NIIT 1997 - 1998
Salomon Brothers 1994 - 1997
Skills
Fixed Income, Capital Markets, PMP, Cards, Prime Brokerage, Vendor Management, Re-engineering, Offshoring, IT Strategy, Outsourcing
Education
NIIT 1988 — 1989
PG-DSM, Systems management
Bangalore University 1982 — 1987
BCOM, Business management
Poorna Prajna Education Center 1979 — 1982
X
Jordan Sherman's Salomon Brothers Experience 1992 - 1994
Job Associate Portfolio Manager at Ascent Investment Advisers
Industry Financial Services
Experience
Ascent Investment Advisors October 2014 - Present
NYU Schack Institute of Real EstateTeach 2010 - Present
Perennial Real Estate August 2008 - September 2014
Satellite Asset Management September 2002 - June 2008
Orme Capital Management May 2001 - August 2002
Morgan Stanley February 1995 - April 2001
Goldman SachsE 1994 - 1995
Salomon Brothers 1992 - 1994
ScotiaBank February 1989 - May 1992
Skills
Investments, Portfolio Management, Real Estate Investment, Hedge Funds, Financial Analysis, Asset Management, Equity Research, Equities, Asset Managment, Valuation, Bloomberg, Investment Properties, Capital Markets, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Modeling, Trading, Investment Banking, Due Diligence, Equity Trading, Asset Allocation, Corporate Finance, Equity Valuation, Real Estate, Investor Relations, Finance, DCF, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Binghamton University 1979 — 1982
Bachelor of Arts (B.A.), Mathematics and Computer Science
Spring Valley High School
Ascent Investment Advisors October 2014 - Present
NYU Schack Institute of Real EstateTeach 2010 - Present
Perennial Real Estate August 2008 - September 2014
Satellite Asset Management September 2002 - June 2008
Orme Capital Management May 2001 - August 2002
Morgan Stanley February 1995 - April 2001
Goldman SachsE 1994 - 1995
Salomon Brothers 1992 - 1994
ScotiaBank February 1989 - May 1992
Skills
Investments, Portfolio Management, Real Estate Investment, Hedge Funds, Financial Analysis, Asset Management, Equity Research, Equities, Asset Managment, Valuation, Bloomberg, Investment Properties, Capital Markets, Investment Strategies, Investment Management, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Modeling, Trading, Investment Banking, Due Diligence, Equity Trading, Asset Allocation, Corporate Finance, Equity Valuation, Real Estate, Investor Relations, Finance, DCF, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (MBA), Finance, General
Binghamton University 1979 — 1982
Bachelor of Arts (B.A.), Mathematics and Computer Science
Spring Valley High School
Peter Conroy's Salomon Brothers Experience June 1993 - September 1999
Job CFO at 555mn
Industry Publishing
Experience
handEdeliver May 2013 - Present
555nm 2013 - Present
Conroy Services September 2005 - Present
Greene Spaces January 2007 - December 2013
Deutsche Bank September 1999 - September 2005
Salomon Brothers June 1993 - September 1999
Skills
Corporate Finance, Investments, Private Equity, Trading, Portfolio Management, Market Research, Asset Management, Securities, Financial Services, Bonds, Financial Modeling, Wealth Management, Fixed Income, Finance, Management, Venture Capital, Strategy
Education
Brooklyn Botanic Garden 2007 — 2011
Certificate, Horticulture
Columbia University in the City of New York 2007 — 2007
Master's degree, Landscape Design
Amherst College 1989 — 1993
BA, Mathematics, Black Studies
South High School 1986 — 1989
handEdeliver May 2013 - Present
555nm 2013 - Present
Conroy Services September 2005 - Present
Greene Spaces January 2007 - December 2013
Deutsche Bank September 1999 - September 2005
Salomon Brothers June 1993 - September 1999
Skills
Corporate Finance, Investments, Private Equity, Trading, Portfolio Management, Market Research, Asset Management, Securities, Financial Services, Bonds, Financial Modeling, Wealth Management, Fixed Income, Finance, Management, Venture Capital, Strategy
Education
Brooklyn Botanic Garden 2007 — 2011
Certificate, Horticulture
Columbia University in the City of New York 2007 — 2007
Master's degree, Landscape Design
Amherst College 1989 — 1993
BA, Mathematics, Black Studies
South High School 1986 — 1989
Greg Curran's Salomon Brothers Experience February 1986 - July 1995
Job VP and Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management August 2012 - Present
AAM Company September 2008 - August 2012
Standish Mellon Asset Management 1995 - 2008
Bank of New York Mellon, Standish Mellon Asset Management, Mellon Bond Associates 1995 - 2008
Salomon Brothers February 1986 - July 1995
Skills
Investments, Portfolio Management, Bonds, Investment Management, Fixed Income, Risk Management, Asset Managment, Financial Modeling, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Wealth Management, Strategy, Hedge Funds, Estate Planning, Asset Management, Bloomberg, Capital Markets, Banking, Mutual Funds, Retirement Planning, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
Post-MBA Program, Business
Northeastern University 1980 — 1982
M.S. in Engineering, Operations Research, Industrial Engineering
Ursinus College 1976 — 1980
B.S., Physics
PNC Wealth Management August 2012 - Present
AAM Company September 2008 - August 2012
Standish Mellon Asset Management 1995 - 2008
Bank of New York Mellon, Standish Mellon Asset Management, Mellon Bond Associates 1995 - 2008
Salomon Brothers February 1986 - July 1995
Skills
Investments, Portfolio Management, Bonds, Investment Management, Fixed Income, Risk Management, Asset Managment, Financial Modeling, Securities, Asset Allocation, Strategic Financial..., Investment Strategies, Wealth Management, Strategy, Hedge Funds, Estate Planning, Asset Management, Bloomberg, Capital Markets, Banking, Mutual Funds, Retirement Planning, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
Post-MBA Program, Business
Northeastern University 1980 — 1982
M.S. in Engineering, Operations Research, Industrial Engineering
Ursinus College 1976 — 1980
B.S., Physics
Stephen Gengaro's Salomon Brothers Experience 1995 - 1997
Job Managing Director / Oil Service analyst at Sterne Agee
Industry Investment Management
Experience
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Undisclosed Investment Bank September 2011 - Present
Jefferies & Company June 2002 - August 2011
ING Barings 1999 - 2001
Furman Selz January 1997 - January 1999
Salomon Brothers 1995 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA, Finance
The Catholic University of America 1986 — 1990
B.A, Economics
Mustafa Sagun's Salomon Brothers Experience 1995 - 1996
Job Chief Investment Officer, Equities at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2000 - Present
PNC Financial Services Group 1996 - 2000
Salomon Brothers 1995 - 1996
university of south florida 1994 - 1995
Skills
Portfolio Management
Education
University of South Florida 1991 — 1994
Ph.D., Finance
University of South Florida 1989 — 1991
MS, Economics
Boğaziçi University 1984 — 1988
BS, Electrical Engineering
Principal Financial Group August 2000 - Present
PNC Financial Services Group 1996 - 2000
Salomon Brothers 1995 - 1996
university of south florida 1994 - 1995
Skills
Portfolio Management
Education
University of South Florida 1991 — 1994
Ph.D., Finance
University of South Florida 1989 — 1991
MS, Economics
Boğaziçi University 1984 — 1988
BS, Electrical Engineering
Barbara Insel's Salomon Brothers Experience 1995 - 1996
Job President and CEO, Stonebridge Research Group LLC
Industry Wine and Spirits
Experience
Stonebridge Research Group LLC 2008 - Present
Music in the Vineyards 2005 - 2010
MKF Research LLC 2004 - 2007
Child Advocates of Silicon Valley 2001 - 2005
Mid-Peninsula Community Media Center 2003 - 2004
Lee Hecht Harrison 2002 - 2004
EBRD 2001 - 2003
Salomon Brothers 1995 - 1996
Morgan Stanley Asset Management 1990 - 1990
Skills
Trading, Entrepreneurship, Start-ups, Business Development, Mergers, Change Management, Product Development, Investments, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Wine, Marketing Strategy, Analysis, Due Diligence, Public Speaking, Marketing Research, Market Analysis, Management, Private Equity, Event Management, Public Relations, International Marketing, Product Marketing, Analytics, Corporate Development, Fundraising, Marketing, Pricing, Market Planning, Nonprofits, Brand Development, International Business, Leadership, Marketing Management, Brand Management, Economics, Emerging Markets, Product Management, E-commerce, P&L Management, Winemaking, Forecasting, Negotiation, Finance, Cross-functional Team..., Financial Modeling
Education
Barnard College
BA
Brown University
MA, Economics
Stanford University Graduate School of Business
MBA
Wine and Spirits Education Trust
Stonebridge Research Group LLC 2008 - Present
Music in the Vineyards 2005 - 2010
MKF Research LLC 2004 - 2007
Child Advocates of Silicon Valley 2001 - 2005
Mid-Peninsula Community Media Center 2003 - 2004
Lee Hecht Harrison 2002 - 2004
EBRD 2001 - 2003
Salomon Brothers 1995 - 1996
Morgan Stanley Asset Management 1990 - 1990
Skills
Trading, Entrepreneurship, Start-ups, Business Development, Mergers, Change Management, Product Development, Investments, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Wine, Marketing Strategy, Analysis, Due Diligence, Public Speaking, Marketing Research, Market Analysis, Management, Private Equity, Event Management, Public Relations, International Marketing, Product Marketing, Analytics, Corporate Development, Fundraising, Marketing, Pricing, Market Planning, Nonprofits, Brand Development, International Business, Leadership, Marketing Management, Brand Management, Economics, Emerging Markets, Product Management, E-commerce, P&L Management, Winemaking, Forecasting, Negotiation, Finance, Cross-functional Team..., Financial Modeling
Education
Barnard College
BA
Brown University
MA, Economics
Stanford University Graduate School of Business
MBA
Wine and Spirits Education Trust
Elizabeth Ricciardelli's Salomon Brothers Experience January 1997 - August 1997
Job AVP, Recruiting Manager at Chubb
Industry Financial Services
Experience
Chubb September 2010 - Present
Citigroup April 2006 - February 2009
Citigroup September 1998 - April 2006
Sterling Commerce August 1997 - August 1998
Salomon Brothers January 1997 - August 1997
Lehman Brothers June 1992 - July 1996
Lord & Taylor August 1990 - May 1992
Skills
Talent Acquisition, Strategy, Human Resources, Temporary Placement, Management, Sourcing, Applicant Tracking..., Recruiting, Interviews, Talent Management, New Hire Orientations, Leadership, Performance Appraisal, Marketing, Succession Planning, Screening, Employee Training, Employee Relations, Project Management, Team Leadership, Networking, Deferred Compensation, Strategic Sourcing, Budgets, Taleo, Resume Writing, Process Improvement, Performance Management, Onboarding
Education
Teachers College of Columbia University 1996 — 1997
MA, Organizational Psychology
Boston College 1985 — 1989
BS, Marketing
Chubb September 2010 - Present
Citigroup April 2006 - February 2009
Citigroup September 1998 - April 2006
Sterling Commerce August 1997 - August 1998
Salomon Brothers January 1997 - August 1997
Lehman Brothers June 1992 - July 1996
Lord & Taylor August 1990 - May 1992
Skills
Talent Acquisition, Strategy, Human Resources, Temporary Placement, Management, Sourcing, Applicant Tracking..., Recruiting, Interviews, Talent Management, New Hire Orientations, Leadership, Performance Appraisal, Marketing, Succession Planning, Screening, Employee Training, Employee Relations, Project Management, Team Leadership, Networking, Deferred Compensation, Strategic Sourcing, Budgets, Taleo, Resume Writing, Process Improvement, Performance Management, Onboarding
Education
Teachers College of Columbia University 1996 — 1997
MA, Organizational Psychology
Boston College 1985 — 1989
BS, Marketing
Chia-Yu Chang's Salomon Brothers Experience 1991 - 1995
Job President at ChiaYu Chang @ Law, P.C.
Industry Law Practice
Experience
Chia-Yu Chang @ Law, P.C. 2005 - Present
Salomon Brothers 1991 - 1995
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD
Chia-Yu Chang @ Law, P.C. 2005 - Present
Salomon Brothers 1991 - 1995
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD
John DeMartino's Salomon Brothers Experience August 1986 - September 1994
Job Director of Operations at GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management January 2011 - Present
IntegriDATA Business & Technology Solutions, LLC. April 2008 - December 2010
Stone Harbor Investment Partners July 2006 - April 2008
Legg Mason January 2002 - June 2006
Citigroup October 1994 - December 2001
Salomon Brothers August 1986 - September 1994
Arthur Andersen & Co. September 1983 - August 1985
Education
Adelphi University
MBA w/ Distinction, Corporate Finance and Investments
Adelphi University
BBA, Accounting
GoldenTree Asset Management January 2011 - Present
IntegriDATA Business & Technology Solutions, LLC. April 2008 - December 2010
Stone Harbor Investment Partners July 2006 - April 2008
Legg Mason January 2002 - June 2006
Citigroup October 1994 - December 2001
Salomon Brothers August 1986 - September 1994
Arthur Andersen & Co. September 1983 - August 1985
Education
Adelphi University
MBA w/ Distinction, Corporate Finance and Investments
Adelphi University
BBA, Accounting
Thomas F. Kaminsky's Salomon Brothers Experience June 1987 - January 1997
Job Vice President Practice Lead, Global Consulting Group at KellyOCG
Industry Staffing and Recruiting
Experience
Kelly Services / KellyOCG (Outsourcing & Consulting Group) January 2015 - Present
Kelly Services August 2012 - Present
Crescendo Consulting Solutions January 2004 - August 2012
Trans-Form LLC February 1997 - January 2004
Salomon Brothers June 1987 - January 1997
Skills
Program Management, Outsourcing Advisory, Human Capital Management, Outsourcing, Talent Management, Talent Acquisition, BPO, Financial Services, Managed Services, Change Management, VMS, RPO, Project Management, Technology Integration, Business Process..., Business Process..., Strategic Human..., Human Resources, Strategic Sourcing, Management Consulting, HR Consulting, Program Evaluation, Program Facilitation, Executive Facilitation, Professional Services, Middle & Back Office..., MSP, Leadership, Management, CRM, Strategic Planning, Personnel Management, Vendor Management, Applicant Tracking..., Start-ups, Process Improvement, Recruiting, Facilitators, Strategy, Consulting, Governance
Education
Boston University 1986 — 1988
Master of Science, Mass Communications
Muhlenberg College 1982 — 1986
B.A., Business Administration & Accounting
Kelly Services / KellyOCG (Outsourcing & Consulting Group) January 2015 - Present
Kelly Services August 2012 - Present
Crescendo Consulting Solutions January 2004 - August 2012
Trans-Form LLC February 1997 - January 2004
Salomon Brothers June 1987 - January 1997
Skills
Program Management, Outsourcing Advisory, Human Capital Management, Outsourcing, Talent Management, Talent Acquisition, BPO, Financial Services, Managed Services, Change Management, VMS, RPO, Project Management, Technology Integration, Business Process..., Business Process..., Strategic Human..., Human Resources, Strategic Sourcing, Management Consulting, HR Consulting, Program Evaluation, Program Facilitation, Executive Facilitation, Professional Services, Middle & Back Office..., MSP, Leadership, Management, CRM, Strategic Planning, Personnel Management, Vendor Management, Applicant Tracking..., Start-ups, Process Improvement, Recruiting, Facilitators, Strategy, Consulting, Governance
Education
Boston University 1986 — 1988
Master of Science, Mass Communications
Muhlenberg College 1982 — 1986
B.A., Business Administration & Accounting
Lisa Humbert's Salomon Brothers Experience 1988 - 1996
Job Managing Director
Industry Financial Services
Experience
Credit Suisse January 2006 - Present
Citigroup 1988 - 2005
Salomon Brothers 1988 - 1996
Education
Adelphi University 1982 — 1986
B.S., Computer Science
Credit Suisse January 2006 - Present
Citigroup 1988 - 2005
Salomon Brothers 1988 - 1996
Education
Adelphi University 1982 — 1986
B.S., Computer Science
Dave Chamberlin's Salomon Brothers Experience 1993 - 1998
Job VP at MetLife
Industry Insurance
Experience
MetLife June 2003 - Present
Deutsche Bank December 1998 - January 2002
Salomon Brothers 1993 - 1998
Education
Florida State University - College of Business 1991 — 1992
MBA
Auburn University, College of Business 1986 — 1991
Finance
MetLife June 2003 - Present
Deutsche Bank December 1998 - January 2002
Salomon Brothers 1993 - 1998
Education
Florida State University - College of Business 1991 — 1992
MBA
Auburn University, College of Business 1986 — 1991
Finance
Jay Garcia's Salomon Brothers Experience April 1993 - March 1995
Job Managing Partner at Small Business Community Capital, LLC
Industry Financial Services
Experience
Small Business Community Capital, LLC October 2013 - Present
Altura Capital Group July 2010 - Present
UniWorld Capital October 2007 - July 2010
Discovery Capital Group February 2001 - October 2007
Santander Asset Management October 1998 - January 2001
Santander Investment April 1995 - October 1998
Salomon Brothers April 1993 - March 1995
Morgan Stanley Smith Barney October 1989 - April 1993
Skills
Private Equity, Investments, Financial Analysis, Asset Management, Entrepreneurship, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Venture Capital, Fixed Income, Management, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MSF, Finance
Universidad de Los Andes 1981 — 1986
Engineering, Civil
Colegio San Carlos 1969 — 1981
Small Business Community Capital, LLC October 2013 - Present
Altura Capital Group July 2010 - Present
UniWorld Capital October 2007 - July 2010
Discovery Capital Group February 2001 - October 2007
Santander Asset Management October 1998 - January 2001
Santander Investment April 1995 - October 1998
Salomon Brothers April 1993 - March 1995
Morgan Stanley Smith Barney October 1989 - April 1993
Skills
Private Equity, Investments, Financial Analysis, Asset Management, Entrepreneurship, Hedge Funds, Alternative Investments, Capital Markets, Portfolio Management, Financial Modeling, Equities, Venture Capital, Fixed Income, Management, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1989
MSF, Finance
Universidad de Los Andes 1981 — 1986
Engineering, Civil
Colegio San Carlos 1969 — 1981
Edward Gordon's Salomon Brothers Experience 1989 - 1993
Job VP Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs June 2007 - Present
JPMorgan Chase June 2005 - May 2007
AXA Equitable 2002 - 2005
Compusult Inc January 2000 - June 2002
Mizuho Capital Markets 1998 - 2000
Salomon Brothers 1989 - 1993
Skills
Sybase, Data Center, Vendor Management, Solaris, ITIL, Integration, Cloud Computing, Security, NetApp, Linux, IT Strategy, IT Management, Business Analysis, System Deployment, Databases
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1981
Bachelors, Music
Berklee College of Music 1973 — 1976
Woodwinds
Goldman Sachs June 2007 - Present
JPMorgan Chase June 2005 - May 2007
AXA Equitable 2002 - 2005
Compusult Inc January 2000 - June 2002
Mizuho Capital Markets 1998 - 2000
Salomon Brothers 1989 - 1993
Skills
Sybase, Data Center, Vendor Management, Solaris, ITIL, Integration, Cloud Computing, Security, NetApp, Linux, IT Strategy, IT Management, Business Analysis, System Deployment, Databases
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1981
Bachelors, Music
Berklee College of Music 1973 — 1976
Woodwinds
Steve Caviasco's Salomon Brothers Experience 1987 - 1990
Job Vice President at Citi
Industry Investment Banking
Experience
Citi May 2011 - Present
JP Morgan Chase June 2008 - May 2011
Bear Stearns November 2006 - June 2008
BMW 1997 - 2006
Accenture 1990 - 1997
Salomon Brothers 1987 - 1990
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Capital Markets, SDLC, Business Analysis, Financial Services, Derivatives, Risk Management, Banking, Securities
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Citi May 2011 - Present
JP Morgan Chase June 2008 - May 2011
Bear Stearns November 2006 - June 2008
BMW 1997 - 2006
Accenture 1990 - 1997
Salomon Brothers 1987 - 1990
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Capital Markets, SDLC, Business Analysis, Financial Services, Derivatives, Risk Management, Banking, Securities
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Charlie Heekin's Salomon Brothers Experience January 1997 - December 1997
Job Managing Partner at Millennial Wealth Advisors
Industry Financial Services
Experience
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Michael Margiotta, PMP's Salomon Brothers Experience 1990 - 1996
Job Program Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2013 - Present
Bank of Tokyo-Mitsubishi UFJ February 2013 - October 2013
TradingScreen October 2010 - February 2013
Bank of America Merrill Lynch September 2008 - October 2010
Citigroup 1996 - 2008
Salomon Brothers 1990 - 1996
Daiwa Securities 1988 - 1990
Dillon, Read & Company 1986 - 1988
Skills
Trading Systems, Databases, Testing, SDLC, Requirements Analysis, Derivatives, Middle Office, Unix, Visio, Fixed Income, Sybase, Portfolio Management, Agile Methodologies, Project Management, Electronic Trading
Education
Adelphi University 1982 — 1986
BS, Computer Science and Mathematics
Bank of America October 2013 - Present
Bank of Tokyo-Mitsubishi UFJ February 2013 - October 2013
TradingScreen October 2010 - February 2013
Bank of America Merrill Lynch September 2008 - October 2010
Citigroup 1996 - 2008
Salomon Brothers 1990 - 1996
Daiwa Securities 1988 - 1990
Dillon, Read & Company 1986 - 1988
Skills
Trading Systems, Databases, Testing, SDLC, Requirements Analysis, Derivatives, Middle Office, Unix, Visio, Fixed Income, Sybase, Portfolio Management, Agile Methodologies, Project Management, Electronic Trading
Education
Adelphi University 1982 — 1986
BS, Computer Science and Mathematics
Anthony Gordon's Salomon Brothers Experience 1984 - 1989
Job Managing Director Energy & Infrastructure at OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management 2005 - Present
Gordon Energy Partners 2003 - 2005
Goldman Sachs 1999 - 2002
Goldman Sachs 1994 - 1999
Enron Capital & Trade (AER*X division) 1991 - 1994
Salomon Brothers 1984 - 1989
Education
Yale University 1989 — 1991
M.E.S., Energy, Environment, and Natural Resources
Amherst College 1980 — 1984
Bachelor of Arts (B.A.), Political Science
HM
Och-Ziff Capital Management 2005 - Present
Gordon Energy Partners 2003 - 2005
Goldman Sachs 1999 - 2002
Goldman Sachs 1994 - 1999
Enron Capital & Trade (AER*X division) 1991 - 1994
Salomon Brothers 1984 - 1989
Education
Yale University 1989 — 1991
M.E.S., Energy, Environment, and Natural Resources
Amherst College 1980 — 1984
Bachelor of Arts (B.A.), Political Science
HM
Anthony Fiorica's Salomon Brothers Experience June 1984 - August 1992
Job Director at GlobeOp Financial Services
Industry Investment Banking
Experience
GlobeOp Financial Services October 2008 - Present
Deustche Bank December 2004 - October 2008
Long Term Capital Management January 1997 - July 1998
Bankers Trust 1992 - 1997
Salomon Brothers June 1984 - August 1992
Salomon Brothers 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
GlobeOp Financial Services October 2008 - Present
Deustche Bank December 2004 - October 2008
Long Term Capital Management January 1997 - July 1998
Bankers Trust 1992 - 1997
Salomon Brothers June 1984 - August 1992
Salomon Brothers 1984 - 1992
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
Joel Kazis's Salomon Brothers Experience 1979 - 1989
Job Vice President at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
Jim Westphal's Salomon Brothers Experience 1991 - 1994
Job Managing Director at MergeGlobal / Logistics and Business Services Capital, LLC
Industry Financial Services
Experience
MergeGlobal / Logistics and Business Services Capital LLC 2004 - Present
Atlantic Aviation 2002 - 2004
Deutsche Bank 2000 - 2002
UBS Warburg 1994 - 2000
Salomon Brothers 1991 - 1994
Monitor Company 1985 - 1990
Skills
Mergers, Strategy, Due Diligence, Mergers & Acquisitions, Management Consulting, Investment Banking, Strategic Planning, Valuation, Management, Finance, Investments, Financial Modeling, Leadership, Restructuring, Corporate Finance, Business Strategy
Education
University of Virginia 1988 — 1991
MA, East Asian Studies
University of Virginia Darden School of Business 1988 — 1991
MBA
Amherst College 1981 — 1985
BA, Economics
MergeGlobal / Logistics and Business Services Capital LLC 2004 - Present
Atlantic Aviation 2002 - 2004
Deutsche Bank 2000 - 2002
UBS Warburg 1994 - 2000
Salomon Brothers 1991 - 1994
Monitor Company 1985 - 1990
Skills
Mergers, Strategy, Due Diligence, Mergers & Acquisitions, Management Consulting, Investment Banking, Strategic Planning, Valuation, Management, Finance, Investments, Financial Modeling, Leadership, Restructuring, Corporate Finance, Business Strategy
Education
University of Virginia 1988 — 1991
MA, East Asian Studies
University of Virginia Darden School of Business 1988 — 1991
MBA
Amherst College 1981 — 1985
BA, Economics
Shimi Shama's Salomon Brothers Experience March 1985 - October 1990
Job VP of Architecture at Epsilon
Industry Internet
Experience
Epsilon July 2000 - Present
Lehman Brothers March 1988 - July 2000
Cantor Fitzgerald October 1990 - August 1998
Salomon Brothers March 1985 - October 1990
Track Data Corp December 1984 - March 1985
JOHN BRYCE (GLASGOW) LTD. January 1981 - August 1984
Skills
Architecture, Database Marketing, Project Management, HTML, Start-ups, SOA, SDLC, Perl, TIBCO, C++, Oracle SQL, Agile Methodologies, Web Analytics, CSS, Strategic Planning, Email Marketing, OOD, JAVA/J2SE, JAVA/J2EE, Spring, Hibernate, JPA, ESB, JMS, XML/XSLT, SOAP/WSDL, UML, Unix/Linux, TCP/UDP/Multicast..., E-commerce
Education
Jerusalem College of Engineering 1979 — 1982
Computer Sicense
Epsilon July 2000 - Present
Lehman Brothers March 1988 - July 2000
Cantor Fitzgerald October 1990 - August 1998
Salomon Brothers March 1985 - October 1990
Track Data Corp December 1984 - March 1985
JOHN BRYCE (GLASGOW) LTD. January 1981 - August 1984
Skills
Architecture, Database Marketing, Project Management, HTML, Start-ups, SOA, SDLC, Perl, TIBCO, C++, Oracle SQL, Agile Methodologies, Web Analytics, CSS, Strategic Planning, Email Marketing, OOD, JAVA/J2SE, JAVA/J2EE, Spring, Hibernate, JPA, ESB, JMS, XML/XSLT, SOAP/WSDL, UML, Unix/Linux, TCP/UDP/Multicast..., E-commerce
Education
Jerusalem College of Engineering 1979 — 1982
Computer Sicense
Wesley Xu's Salomon Brothers Experience 1997 - 1998
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
James L. McGovern's Salomon Brothers Experience October 1993 - May 1998
Job Managing Director at Regions Securities LLC
Industry Banking
Experience
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Regions Securities LLC September 2015 - Present
SunTrust Robinson Humphrey January 2010 - April 2015
Cablevision Systems December 2008 - January 2010
GE Commercial Finance 2005 - 2008
Morgan Stanley 2004 - 2005
TD Securities 1998 - 2004
Salomon Brothers October 1993 - May 1998
Skills
Leveraged Finance, Capital Markets, Syndications, High Yield, Portfolio Management, Fixed Income, Equities, Credit, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Investments, Investment Banking, Series 63, Financial Analysis, Private Equity, Financial Structuring, Mergers & Acquisitions
Education
Boston College 1989 — 1992
Bachelor's Degree, Economics
Ardsley 1984 — 1988
High school NYS regents diploma
Diane Baker's Salomon Brothers Experience 1977 - 1990
Job CEO at Baker Consulting
Industry Financial Services
Experience
Baker Consulting September 2002 - Present
Brooklyn Children's Museum 2008 - 2012
Sleep Innovations 2007 - 2012
Atari Inc 2005 - 2006
The New York Times Company 1995 - 1999
R.H. Macy & Co.,Inc. 1990 - 1995
Salomon Brothers 1977 - 1990
Skills
IPO, Investor Relations, Mergers, Strategic Planning, Restructuring, Fundraising, Executive Management, Non-profits, Managerial Finance, Business Planning, Business Strategy, Marketing Strategy, Finance, Financial Analysis, Mergers & Acquisitions
Education
Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance/Accounting
Barnard College 1972 — 1976
Bachelor's degree, American History/Biology
Baker Consulting September 2002 - Present
Brooklyn Children's Museum 2008 - 2012
Sleep Innovations 2007 - 2012
Atari Inc 2005 - 2006
The New York Times Company 1995 - 1999
R.H. Macy & Co.,Inc. 1990 - 1995
Salomon Brothers 1977 - 1990
Skills
IPO, Investor Relations, Mergers, Strategic Planning, Restructuring, Fundraising, Executive Management, Non-profits, Managerial Finance, Business Planning, Business Strategy, Marketing Strategy, Finance, Financial Analysis, Mergers & Acquisitions
Education
Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance/Accounting
Barnard College 1972 — 1976
Bachelor's degree, American History/Biology
Jeb Ebbott's Salomon Brothers Experience 1987 - 1996
Job SVP Capital Markets at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Santander Consumer USA Inc. August 2014 - Present
Silverton Consulting Group July 2013 - August 2014
Rabobank April 2011 - June 2013
Paramax Capital Partners, LLC November 2008 - April 2010
Citigroup Global Markets, Inc. August 1997 - January 2008
Lehman Brothers 1996 - 1997
Salomon Brothers 1987 - 1996
Goldman Sachs 1984 - 1987
Skills
Structured Finance, Capital Markets, Securitization, Loans, Finance, Portfolio Management, ABS, Private Equity, Structured Products, Financial Structuring, Loan Origination, Investments, CDO, Securities, Mergers & Acquisitions, Valuation, Financial Services, Fixed Income, Investment Banking, Financial Institutions, Marketing, Client Development, New Business Development, Collaborative Problem..., Fixed Income Strategies, Client Relations Skills, Business Analysis, Origination, Project Management
Education
Boston University 1977 — 1981
BA
Alan Ordentlich, MBA, PMP's Salomon Brothers Experience August 1987 - December 1991
Job Assistant Director of Project Management at Major New York Health Care Provider
Industry Hospital & Health Care
Experience
Major New York Health Care Provider April 2015 - Present
Centerlight Health System February 2011 - January 2015
EMC May 2010 - January 2011
SunGard Availability Services August 2008 - August 2010
Merrill Lynch November 1999 - May 2008
Salomon Brothers August 1987 - December 1991
Skills
Vendor Management, IT Strategy, SDLC, Program Management, Architecture, Disaster Recovery, SaaS, Programming, Professional Services, Data Center, PMO, Risk Management, Enterprise Architecture, Cloud Computing, Project Portfolio..., Management, Integration, Business Analysis, Solution Architecture, Agile Methodologies, Strategy, Project Delivery, Software Project..., IT Operations, Requirements Analysis, Project Management, Security, Business Continuity, Business Intelligence, Storage, Storage Area Networks, ITIL, PMP, Cross-functional Team..., Change Management, Virtualization, Service Delivery, Enterprise Software, Governance, IT Service Management, IT Management, Process Improvement, Solaris, Architectures, Unix, Outsourcing, Business Process..., Product Management, Infrastructure, Pre-sales
Education
Project Management Institute 2008 — 2008
PMP, Project Management
Baruch College, City University of New York (CUNY) 1985 — 1990
MBA, Business
City University of New York-Brooklyn College 1980 — 1983
Bachelor's Degree, Computer Science, Magna Cum Laude
Major New York Health Care Provider April 2015 - Present
Centerlight Health System February 2011 - January 2015
EMC May 2010 - January 2011
SunGard Availability Services August 2008 - August 2010
Merrill Lynch November 1999 - May 2008
Salomon Brothers August 1987 - December 1991
Skills
Vendor Management, IT Strategy, SDLC, Program Management, Architecture, Disaster Recovery, SaaS, Programming, Professional Services, Data Center, PMO, Risk Management, Enterprise Architecture, Cloud Computing, Project Portfolio..., Management, Integration, Business Analysis, Solution Architecture, Agile Methodologies, Strategy, Project Delivery, Software Project..., IT Operations, Requirements Analysis, Project Management, Security, Business Continuity, Business Intelligence, Storage, Storage Area Networks, ITIL, PMP, Cross-functional Team..., Change Management, Virtualization, Service Delivery, Enterprise Software, Governance, IT Service Management, IT Management, Process Improvement, Solaris, Architectures, Unix, Outsourcing, Business Process..., Product Management, Infrastructure, Pre-sales
Education
Project Management Institute 2008 — 2008
PMP, Project Management
Baruch College, City University of New York (CUNY) 1985 — 1990
MBA, Business
City University of New York-Brooklyn College 1980 — 1983
Bachelor's Degree, Computer Science, Magna Cum Laude
Linda Mok Smith's Salomon Brothers Experience 1991 - 1995
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Nancy Ng-Sharp's Salomon Brothers Experience 1997 - 1999
Job Manager, Facilities & General Services New York
Industry Financial Services
Experience
Citadel Investment Group May 2007 - Present
Jefferies 2006 - 2007
Goldman Sachs 2002 - 2006
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Management with minor in Art History
New York University
Continuing Education - Facilities Management, Facilities Planning and Management, Certification in Facilities Management
Citadel Investment Group May 2007 - Present
Jefferies 2006 - 2007
Goldman Sachs 2002 - 2006
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Management with minor in Art History
New York University
Continuing Education - Facilities Management, Facilities Planning and Management, Certification in Facilities Management
Costantine N. Jeromnimon's Salomon Brothers Experience 1996 - 1997
Job Technology Director
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
GRMS IT Deutsche Bank October 2013 - April 2014
Citi March 2003 - May 2013
Deutsche Bank September 1999 - March 2003
Citigroup 1997 - 1999
Salomon Brothers 1996 - 1997
Morgan Stanley 1990 - 1993
JPMorgan March 1990 - 1992
Lehman Brothers July 1988 - 1991
NYNEX 1985 - 1991
Skills
Integration, Trading Systems, Unix, Fixed Income, Virtualization, Servers, Strategy, Derivatives, Market Data, Capital Markets, Prime Brokerage, Electronic Trading, Management, Networking, Operating Systems, Investment Banking, Equities, Hedge Funds, Low Latency, Interest Rate..., Middle Office, Equity Derivatives, Credit Derivatives, Network Management..., Structured Products, Mergers & Acquisitions
Education
City University of New York 1981 — 1985
not completed PhD. in, Electrical Engineering
City University of New York City College 1979 — 1980
M.S., Computer Science / Electrical Engineering
Baruch College, City University of New York (CUNY) 1978 — 1979
M.B.A, International Finance
City University of New York City College 1972 — 1976
B.S., Computer Science
JPMorgan Chase April 2014 - Present
GRMS IT Deutsche Bank October 2013 - April 2014
Citi March 2003 - May 2013
Deutsche Bank September 1999 - March 2003
Citigroup 1997 - 1999
Salomon Brothers 1996 - 1997
Morgan Stanley 1990 - 1993
JPMorgan March 1990 - 1992
Lehman Brothers July 1988 - 1991
NYNEX 1985 - 1991
Skills
Integration, Trading Systems, Unix, Fixed Income, Virtualization, Servers, Strategy, Derivatives, Market Data, Capital Markets, Prime Brokerage, Electronic Trading, Management, Networking, Operating Systems, Investment Banking, Equities, Hedge Funds, Low Latency, Interest Rate..., Middle Office, Equity Derivatives, Credit Derivatives, Network Management..., Structured Products, Mergers & Acquisitions
Education
City University of New York 1981 — 1985
not completed PhD. in, Electrical Engineering
City University of New York City College 1979 — 1980
M.S., Computer Science / Electrical Engineering
Baruch College, City University of New York (CUNY) 1978 — 1979
M.B.A, International Finance
City University of New York City College 1972 — 1976
B.S., Computer Science
Jordan Heller's Salomon Brothers Experience 1996 - 1998
Job President of Heller Wealth Advisors, LLC
Industry Investment Management
Experience
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Heller Wealth Advisors LLC 2005 - Present
Bed Bath & Beyond 2003 - Present
Equity One, Inc June 2014 - Present
New York College of Podiatric Medicine 2013 - Present
The Schonbraun McCann Group, An FTI Company 2005 - 2008
American Economic Planning Group Inc. 2002 - 2005
CIBC World Markets 1998 - 2000
Salomon Brothers 1996 - 1998
Merrill Lynch 1987 - 1996
Merrill Lynch 1987 - 1996
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA - Cum Laude, Finance
Bentley University 1978 — 1982
BS - Magna Cum Laude, Accounting
Ruth Berkman's Salomon Brothers Experience March 1986 - June 1991
Job Volunteer at Family and Community
Industry Individual & Family Services
Experience
Family and Community Operations & FinanceThe Gottman InstituteOctober 2007 - June 2009
Salomon Brothers March 1986 - June 1991
Skills
Fundraising, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Budgets, Event Planning, Public Speaking, Public Relations, Research
Education
Binghamton University 1981 — 1985
BS, Economics
Family and Community Operations & FinanceThe Gottman InstituteOctober 2007 - June 2009
Salomon Brothers March 1986 - June 1991
Skills
Fundraising, Non-profits, Microsoft Excel, Microsoft Office, Microsoft Word, Strategic Planning, Budgets, Event Planning, Public Speaking, Public Relations, Research
Education
Binghamton University 1981 — 1985
BS, Economics
Patrick McNelis's Salomon Brothers Experience 1990 - 1997
Job Director Citi Tax Accounting at Citigroup
Industry Financial Services
Experience
Citigroup 2000 - Present
Rothschild 1997 - 2000
Salomon Brothers 1990 - 1997
Citicorp 1988 - 1990
E&Y 1985 - 1988
Skills
Financial Accounting, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, Tax, Financial Analysis, Internal Audit, Internal Controls, Tax Accounting, Financial Services, Corporate Finance, Financial Modeling, Finance, Due Diligence, Accounting
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MS, Taxation
Hofstra University 1981 — 1985
BBA, Accounting
Oceanside High School 1978 — 1981
Citigroup 2000 - Present
Rothschild 1997 - 2000
Salomon Brothers 1990 - 1997
Citicorp 1988 - 1990
E&Y 1985 - 1988
Skills
Financial Accounting, Financial Reporting, Corporate Tax, Sarbanes-Oxley Act, Tax, Financial Analysis, Internal Audit, Internal Controls, Tax Accounting, Financial Services, Corporate Finance, Financial Modeling, Finance, Due Diligence, Accounting
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MS, Taxation
Hofstra University 1981 — 1985
BBA, Accounting
Oceanside High School 1978 — 1981
Lisa Humbert's Salomon Brothers Experience September 1988 - May 1998
Job Executive Vice President, Chief Information Risk Officer and Head of Information Risk Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2009 - Present
Credit Suisse January 2006 - February 2009
Citigroup June 1998 - December 2005
Salomon Brothers September 1988 - May 1998
Skills
Risk Management, IT Strategy, Strategy, Disaster Recovery, chief administrative..., Applications..., Information Risk, Information Security, Information Security..., Information Security..., Information Security..., Risk Assessment, Operational Risk, Operational Risk..., Change Management, Team Management, IT Management, Executive Management, Executive Positions, Board of Directors..., Board of Directors..., Business Continuity, IT Risk Management, IT Project & Program..., Strategic IT Management, CIOs, Leadership, Team Leadership, Cross-functional Team..., Organizational..., Strategic Leadership, Thought Leadership, Integration, Acquisition Integration, Technology Integration, Data Integration, Enterprise Software, Software Development, Software Project...
Education
Adelphi University 1982 — 1986
B.S., Computer Science
BNY Mellon September 2009 - Present
Credit Suisse January 2006 - February 2009
Citigroup June 1998 - December 2005
Salomon Brothers September 1988 - May 1998
Skills
Risk Management, IT Strategy, Strategy, Disaster Recovery, chief administrative..., Applications..., Information Risk, Information Security, Information Security..., Information Security..., Information Security..., Risk Assessment, Operational Risk, Operational Risk..., Change Management, Team Management, IT Management, Executive Management, Executive Positions, Board of Directors..., Board of Directors..., Business Continuity, IT Risk Management, IT Project & Program..., Strategic IT Management, CIOs, Leadership, Team Leadership, Cross-functional Team..., Organizational..., Strategic Leadership, Thought Leadership, Integration, Acquisition Integration, Technology Integration, Data Integration, Enterprise Software, Software Development, Software Project...
Education
Adelphi University 1982 — 1986
B.S., Computer Science
Jan Buckler's Salomon Brothers Experience 1983 - 1991
Job Sr Vice President at DBRS
Industry Financial Services
Experience
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
Margot Small's Salomon Brothers Experience 1981 - 1985
Job Supervising Risk Management Specialist at NYS Insurance Dept.
Industry Government Administration
Experience
NYS Department of Financial Services 2008 - Present
Queensborough Community College January 2004 - August 2008
Citigroup 1999 - 2002
Credit Lyonnais Americas 1993 - 1999
Paine Webber 1986 - 1993
Salomon Brothers 1981 - 1985
Skills
Risk Management, Capital Markets, Financial Risk, Fixed Income, Financial Analysis, Credit Risk, Financial Modeling, Derivatives, Analysis, Insurance, Banking, Microsoft Excel, Market Risk, Internal Controls, Enterprise Risk..., Finance, Higher Education, SQL
Education
Barnard College
AB, Mathematics and Philosophy
Columbia University in the City of New York
PhD, Mathematics
NYS Department of Financial Services 2008 - Present
Queensborough Community College January 2004 - August 2008
Citigroup 1999 - 2002
Credit Lyonnais Americas 1993 - 1999
Paine Webber 1986 - 1993
Salomon Brothers 1981 - 1985
Skills
Risk Management, Capital Markets, Financial Risk, Fixed Income, Financial Analysis, Credit Risk, Financial Modeling, Derivatives, Analysis, Insurance, Banking, Microsoft Excel, Market Risk, Internal Controls, Enterprise Risk..., Finance, Higher Education, SQL
Education
Barnard College
AB, Mathematics and Philosophy
Columbia University in the City of New York
PhD, Mathematics
Ellen Epstein's Salomon Brothers Experience 1987 - 1993
Job Senior Manager with Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2012 - Present
Resources Global Professionals November 2002 - August 2012
National Financial Services Group June 1993 - November 2002
Salomon Brothers 1987 - 1993
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Morgan Stanley August 2012 - Present
Resources Global Professionals November 2002 - August 2012
National Financial Services Group June 1993 - November 2002
Salomon Brothers 1987 - 1993
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Internal Controls, Risk Management, Financial Reporting, Auditing, Business Process..., Financial Services, Managerial Finance, Management, Sarbanes-Oxley, Process Improvement, Internal Audit
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Accounting
Yakov Katkov's Salomon Brothers Experience 1993 - 1998
Job AD UNIX SA at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank March 1998 - Present
Salomon Brothers 1993 - 1998
Essex Computers Clifton, NJ 1992 - 1993
Skills
Unix Administration, Electronic Engineering, System Analist, Hardware Support, Solaris, Red Hat Linux, Sun, Unix, HP, Hardware, Data Center, Computer Hardware, Veritas, SPARC, RHEL, RedHat, System Administration, Linux
Education
Baltic State Technical University
Master, Radio Electronics
UBS Investment Bank March 1998 - Present
Salomon Brothers 1993 - 1998
Essex Computers Clifton, NJ 1992 - 1993
Skills
Unix Administration, Electronic Engineering, System Analist, Hardware Support, Solaris, Red Hat Linux, Sun, Unix, HP, Hardware, Data Center, Computer Hardware, Veritas, SPARC, RHEL, RedHat, System Administration, Linux
Education
Baltic State Technical University
Master, Radio Electronics
Audrey Kent's Salomon Brothers Experience 1984 - 1988
Job Investment Strategist at National Grid
Industry Investment Management
Experience
National Grid 2013 - Present
Verizon Investment Management Company 1988 - 2012
Salomon Brothers 1984 - 1988
Skills
Investments, Hedge Funds, Asset Managment, Alternative Investments, Asset Allocation, Equities, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets, Investment Management, Emerging Markets, Pension Funds, Fund Of Funds, Private Foundations, Private Equity, Risk Management, Financial Services, Financial Risk, Bloomberg, ALM, 401k, Asset, Quantitative Analytics, Pensions, Institutional..., Asset Management, Team Leadership, Options, Strategy, Bonds, Securities
Education
Baruch College
Master of Business Administration (M.B.A.), Finance, General
Stony Brook University
Bachelor of Arts (B.A.), Economics
Harvard University
University of Pennsylvania - The Wharton School
National Grid 2013 - Present
Verizon Investment Management Company 1988 - 2012
Salomon Brothers 1984 - 1988
Skills
Investments, Hedge Funds, Asset Managment, Alternative Investments, Asset Allocation, Equities, Fixed Income, Investment Strategies, Portfolio Management, Capital Markets, Investment Management, Emerging Markets, Pension Funds, Fund Of Funds, Private Foundations, Private Equity, Risk Management, Financial Services, Financial Risk, Bloomberg, ALM, 401k, Asset, Quantitative Analytics, Pensions, Institutional..., Asset Management, Team Leadership, Options, Strategy, Bonds, Securities
Education
Baruch College
Master of Business Administration (M.B.A.), Finance, General
Stony Brook University
Bachelor of Arts (B.A.), Economics
Harvard University
University of Pennsylvania - The Wharton School
Lawrence Sponholz's Salomon Brothers Experience 1983 - 1990
Job Business Analyst at Citigroup
Industry Information Technology and Services
Experience
Citigroup August 2009 - Present
Citigroup 1994 - 2009
Anderson Consulting (Accenture) January 1990 - May 1994
Salomon Brothers 1983 - 1990
Skills
SDLC, Business Intelligence, Data Warehousing, Business Analysis, Requirements Analysis, Project Management, Business Process..., Integration, Options, Equities, Market Data, Risk Management, Fixed Income, Business Requirements, SQL, Management, Application Support, User Acceptance Testing, Business Strategy
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Methodology
Citigroup August 2009 - Present
Citigroup 1994 - 2009
Anderson Consulting (Accenture) January 1990 - May 1994
Salomon Brothers 1983 - 1990
Skills
SDLC, Business Intelligence, Data Warehousing, Business Analysis, Requirements Analysis, Project Management, Business Process..., Integration, Options, Equities, Market Data, Risk Management, Fixed Income, Business Requirements, SQL, Management, Application Support, User Acceptance Testing, Business Strategy
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Methodology
Nazareth Festekjian's Salomon Brothers Experience 1992 - 1998
Job Managing Director at Citi
Industry Investment Banking
Experience
Citi 1992 - Present
Salomon Brothers 1992 - 1998
Moody's 1988 - 1992
Bank of Boston 1986 - 1988
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Corporate Finance, Alternative Investments, Structured Finance, Private Equity, Valuation, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, MBA
Northwestern University 1983 — 1984
MS, Electrical Engineering
American University of Beirut 1979 — 1983
BE, Electrical Engineering
Citi 1992 - Present
Salomon Brothers 1992 - 1998
Moody's 1988 - 1992
Bank of Boston 1986 - 1988
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Corporate Finance, Alternative Investments, Structured Finance, Private Equity, Valuation, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, MBA
Northwestern University 1983 — 1984
MS, Electrical Engineering
American University of Beirut 1979 — 1983
BE, Electrical Engineering
Peter Cocchi's Salomon Brothers Experience 1989 - 1995
Job Director, IT at RBS Global Markets
Industry Financial Services
Experience
RBS Markets and International Banking July 1996 - Present
RBS Greenwich Capital July 1996 - Present
MIMCO December 1995 - June 1996
Salomon Brothers 1989 - 1995
Software Options April 1989 - October 1989
IBM June 1987 - December 1988
IBM Research 1987 - 1988
Skills
Fixed Income, Trading Systems, Options, Market Data, Middle Office, Bonds, Securities, Unix, Derivatives, Settlement, ISDA, Prime Brokerage, Back Office, Core Java, Perl, Sybase, Reference Data, MBS, Capital Markets, Collateral Management, Settlements, J2EE Application..., Futures, C++, Tcl-Tk, Equities, Equities Technology, jQuery, JavaScript, FX Options, Interest Rate..., Swaps
Education
State University of New York at Binghamton 1984 — 1988
BS, Computer Science/Math
Stevens Institute of Technology 1993 — 1995
MS, Computer Science
RBS Markets and International Banking July 1996 - Present
RBS Greenwich Capital July 1996 - Present
MIMCO December 1995 - June 1996
Salomon Brothers 1989 - 1995
Software Options April 1989 - October 1989
IBM June 1987 - December 1988
IBM Research 1987 - 1988
Skills
Fixed Income, Trading Systems, Options, Market Data, Middle Office, Bonds, Securities, Unix, Derivatives, Settlement, ISDA, Prime Brokerage, Back Office, Core Java, Perl, Sybase, Reference Data, MBS, Capital Markets, Collateral Management, Settlements, J2EE Application..., Futures, C++, Tcl-Tk, Equities, Equities Technology, jQuery, JavaScript, FX Options, Interest Rate..., Swaps
Education
State University of New York at Binghamton 1984 — 1988
BS, Computer Science/Math
Stevens Institute of Technology 1993 — 1995
MS, Computer Science
Andrew Nerone's Salomon Brothers Experience July 1989 - August 1991
Job Paladin Solutions Group US Managing Principal
Industry Management Consulting
Experience
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Paladin Solutions Group August 2014 - Present
PwC June 2011 - August 2014
Ernst & Young LLP December 2005 - June 2011
Deloitte August 2000 - December 2005
Summit Systems September 1997 - August 2000
TMG Financial Products Inc. October 1996 - September 1997
HSBC Securities May 1994 - October 1996
Bankers Trust August 1993 - May 1994
Lehman Brothers August 1991 - August 1993
Salomon Brothers July 1989 - August 1991
Skills
Capital Markets, Financial Services, IT Strategy, Trading Systems, Business Process..., Management Consulting, Derivatives, Management, SDLC, Program Management, Banking, Investment Banking, Front to Back Office, Back Office, Middle Office, Operational Risk..., Team Building, System Integration..., User Acceptance Testing, Operations Management, Strategic Planning, Financial Modeling, Treasury, Fixed Income, Change Management, Risk Management, Operational Risk, Trading, Sarbanes-Oxley Act, Swaps, Enterprise Risk..., FX Options, Valuation, Interest Rate..., Market Risk, Structured Products, Auditing, Financial Reporting, Business Strategy, Hedge Funds, Business Transformation, Corporate Finance, Project Management
Education
Pace University 2007 — 2013
MS, Accounting
Adelphi University 1986 — 1994
MBA, Management
Saint John's University 1982 — 1986
BA, Economics
Erin D'Amore's Salomon Brothers Experience 1992 - 1998
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - Present
Prudential Investments February 1998 - December 2009
Salomon Brothers 1992 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Business Development, Investments, Portfolio Management, Financial Services, Series 7, Asset Management, Trading Systems, Alternative Investments, Investment Banking, Securities, Hedge Funds, Equities
Education
Auburn University 1988 — 1990
BS, Finance
Barclays Capital February 2010 - Present
Prudential Investments February 1998 - December 2009
Salomon Brothers 1992 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Business Development, Investments, Portfolio Management, Financial Services, Series 7, Asset Management, Trading Systems, Alternative Investments, Investment Banking, Securities, Hedge Funds, Equities
Education
Auburn University 1988 — 1990
BS, Finance
Margaret Sweeney's Salomon Brothers Experience May 1988 - March 1992
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Deutsche Asset & Wealth Management September 2011 - Present
UBS Wealth Management December 2009 - April 2011
UBS Investment Bank April 2001 - September 2006
UBS Investment Bank April 1992 - March 2001
Salomon Brothers May 1988 - March 1992
Education
Boston College
BA, Economics
Northern Highlands Regional High School
1984
Carolyn Downey's Salomon Brothers Experience August 1981 - August 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
RBS Greenwich Capital September 1989 - December 2007
Salomon Brothers August 1981 - August 1989
Education
Stanford University 1979 — 1981
1981, MBA
Stanford University Graduate School of Business 1979 — 1981
MBA, business
Boston University
BS, Accounting
Saint Mary's College
BA, sociology
RBS Greenwich Capital September 1989 - December 2007
Salomon Brothers August 1981 - August 1989
Education
Stanford University 1979 — 1981
1981, MBA
Stanford University Graduate School of Business 1979 — 1981
MBA, business
Boston University
BS, Accounting
Saint Mary's College
BA, sociology
Felicia Freed's Salomon Brothers Experience August 1977 - June 1987
Job Investment Management Professional
Industry Investment Management
Experience
Family Estates January 2009 - Present
Chemical Bank July 1987 - August 1990
Salomon Brothers August 1977 - June 1987
Education
Barnard College
BA
New York University - Leonard N. Stern School of Business
MBA, Finance
Family Estates January 2009 - Present
Chemical Bank July 1987 - August 1990
Salomon Brothers August 1977 - June 1987
Education
Barnard College
BA
New York University - Leonard N. Stern School of Business
MBA, Finance
Steve Bottum's Salomon Brothers Experience 1984 - 1987
Job Real Estate Investor and Independent Financial Advisor
Industry Investment Banking
Experience
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
MWB Investments, LLC December 2011 - Present
GCA Savvian March 2006 - March 2010
The Grosvenor Funds 2001 - 2005
Thomas Weisel Partners 1998 - 2001
Alex. Brown & Sons, Inc. 1987 - 1998
Salomon Brothers 1984 - 1987
Skills
Mergers, Financial Services, Investment Banking, Banking, Venture Capital, Mergers & Acquisitions, Hedge Funds, Capital Markets, Private Equity, LBO, Valuation, Private Placements, Investments, Corporate Finance, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1980 — 1984
Master of Business Administration (MBA), Accounting and Finance
Northwestern University School of Law 1980 — 1984
JD
Amherst College 1976 — 1980
B.A.
CAROL PERDUE's Salomon Brothers Experience January 1990 - October 1990
Job Project Leader/Manager/Liaison
Industry Investment Banking
Experience
US Census Bureau April 2010 - August 2010
PrePaid Legal Services, Inc December 2006 - March 2010
Citigroup/Smith Barney April 2000 - April 2005
Andersen Consulting October 1990 - April 2000
Salomon Brothers January 1990 - October 1990
Equitable Life Assurance Co. January 1988 - December 1989
U.S. Trust 1985 - 1988
Education
Barnard College
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
US Census Bureau April 2010 - August 2010
PrePaid Legal Services, Inc December 2006 - March 2010
Citigroup/Smith Barney April 2000 - April 2005
Andersen Consulting October 1990 - April 2000
Salomon Brothers January 1990 - October 1990
Equitable Life Assurance Co. January 1988 - December 1989
U.S. Trust 1985 - 1988
Education
Barnard College
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
Brad Livingston's Salomon Brothers Experience 1993 - 1997
Job Managing Director at Jones Trading Institutional Services LLC
Industry Financial Services
Experience
Jones Trading Institutional Services LLC Managing DirectorLehman Brothers1997 - 2006
Salomon Brothers 1993 - 1997
Education
The Ohio State University 1980 — 1981
MBA, Finance
Bowling Green State University 1973 — 1977
BS Bus Adm, Marketing
Jones Trading Institutional Services LLC Managing DirectorLehman Brothers1997 - 2006
Salomon Brothers 1993 - 1997
Education
The Ohio State University 1980 — 1981
MBA, Finance
Bowling Green State University 1973 — 1977
BS Bus Adm, Marketing
Catharine McFarlane's Salomon Brothers Experience January 1985 - January 1989
Job Director Talent Management at FOJP Service Corporation
Industry Financial Services
Experience
FOJP Service Corporation September 2014 - Present
FOJP Service Corporation August 2012 - September 2014
Stratagem Consulting, LLC February 2010 - August 2012
BNY Mellon April 2006 - January 2010
JP Morgan Chase January 1999 - June 2005
JP MORGAN CHASE & CO January 2000 - January 2002
JPMorgan Chase & Co. January 1989 - January 2000
Salomon Brothers January 1985 - January 1989
Skills
Coaching, Performance Management, Talent Management, Training, Employee Engagement, Leadership, Instructional Design, Program Management, Human Resources, Project Management, Staff Development, Consulting, E-Learning, Onboarding, Organizational..., Leadership Development, Employee Training, Strategy, Organizational..., Training Delivery, Workshop Facilitation, Change Management, Succession Planning, Career Development, Management, Team Building, Employee Relations, Mentoring, Talent Acquisition, Personnel Management
Education
Boston University
BFA, Fine Arts
University of Phoenix
MBA, Global Business
Choate Rosemary Hall
HS
FOJP Service Corporation September 2014 - Present
FOJP Service Corporation August 2012 - September 2014
Stratagem Consulting, LLC February 2010 - August 2012
BNY Mellon April 2006 - January 2010
JP Morgan Chase January 1999 - June 2005
JP MORGAN CHASE & CO January 2000 - January 2002
JPMorgan Chase & Co. January 1989 - January 2000
Salomon Brothers January 1985 - January 1989
Skills
Coaching, Performance Management, Talent Management, Training, Employee Engagement, Leadership, Instructional Design, Program Management, Human Resources, Project Management, Staff Development, Consulting, E-Learning, Onboarding, Organizational..., Leadership Development, Employee Training, Strategy, Organizational..., Training Delivery, Workshop Facilitation, Change Management, Succession Planning, Career Development, Management, Team Building, Employee Relations, Mentoring, Talent Acquisition, Personnel Management
Education
Boston University
BFA, Fine Arts
University of Phoenix
MBA, Global Business
Choate Rosemary Hall
HS
Paul gonoud's Salomon Brothers Experience September 1996 - September 1998
Job VP, Manager Of BrokerDealer Accounting at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2000 - Present
Salomon Brothers September 1996 - September 1998
Lehman Brothers September 1987 - September 1994
Skills
Extensive experience..., Securities, Asset Managment, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Allocation, Series 7, Options, Derivatives, Fund Of Funds, Investment Strategies, Capital Markets, Portfolio Management, Bloomberg, Series 63, Investments, Bonds, Equity Research, Trading, Investment Management
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Monsignor Scanlan High School 1979 — 1982
AllianceBernstein April 2000 - Present
Salomon Brothers September 1996 - September 1998
Lehman Brothers September 1987 - September 1994
Skills
Extensive experience..., Securities, Asset Managment, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Allocation, Series 7, Options, Derivatives, Fund Of Funds, Investment Strategies, Capital Markets, Portfolio Management, Bloomberg, Series 63, Investments, Bonds, Equity Research, Trading, Investment Management
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Monsignor Scanlan High School 1979 — 1982
Francis Taylor's Salomon Brothers Experience 1985 - 1987
Job managing director at ponder co
Industry Financial Services
Experience
ponder co December 2002 - Present
cain brothers 1995 - 2002
prudential securities 1987 - 1995
Salomon Brothers 1985 - 1987
Massachusetts Health & Educational Facilities Authority 1981 - 1985
IL Health Facilities Authority 1978 - 1981
Citibank 1977 - 1978
Massachusetts General Hospital 1975 - 1976
Education
Boston University Graduate School of Management 1973 — 1974
mba, healthcare management
Providence College 1968 — 1972
BS, pre-med
ponder co December 2002 - Present
cain brothers 1995 - 2002
prudential securities 1987 - 1995
Salomon Brothers 1985 - 1987
Massachusetts Health & Educational Facilities Authority 1981 - 1985
IL Health Facilities Authority 1978 - 1981
Citibank 1977 - 1978
Massachusetts General Hospital 1975 - 1976
Education
Boston University Graduate School of Management 1973 — 1974
mba, healthcare management
Providence College 1968 — 1972
BS, pre-med
William Keim, CFA, FRM's Salomon Brothers Experience 1993 - 1996
Job Enterprise Risk Officer responsible for several risk projects for an enterprisewide risk management system
Industry Financial Services
Experience
BNY Mellon March 2011 - Present
State Street Associates 2008 - 2010
State Street Global Markets 1998 - 2007
Hong Kong Shanghai Bank Securities Inc. 1996 - 1998
Salomon Brothers 1993 - 1996
General Electric 1979 - 1993
Skills
CFA, FRM, Fixed Income, Valuation, Credit, Economics, Quantitative Analysis, Basel, Dodd-Frank
Education
Boston University 1987 — 1990
M.B.A., Business
Massachusetts Institute of Technology 1981 — 1983
Master of Science, Mechanical Engineering
University of Massachusetts Dartmouth 1976 — 1979
Bachelor of Science, Mechanical Engineering
BNY Mellon March 2011 - Present
State Street Associates 2008 - 2010
State Street Global Markets 1998 - 2007
Hong Kong Shanghai Bank Securities Inc. 1996 - 1998
Salomon Brothers 1993 - 1996
General Electric 1979 - 1993
Skills
CFA, FRM, Fixed Income, Valuation, Credit, Economics, Quantitative Analysis, Basel, Dodd-Frank
Education
Boston University 1987 — 1990
M.B.A., Business
Massachusetts Institute of Technology 1981 — 1983
Master of Science, Mechanical Engineering
University of Massachusetts Dartmouth 1976 — 1979
Bachelor of Science, Mechanical Engineering
Wanda Genao's Salomon Brothers Experience April 1989 - April 1991
Job Senior Executive Assistant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
Wall Street Services July 2006 - October 2006
Morgan Stanley Investment Management October 2003 - July 2006
Ernst & Young November 2002 - August 2003
PwC March 1992 - March 2002
Manufacturers Hanover Trust April 1991 - March 1992
Salomon Brothers April 1989 - April 1991
JPMorgan Chase November 1984 - April 1989
Skills
Bilingual Spanish, Outlook, Lotus Notes, Human Resources, Onboarding, Recruiting, Employee Relations, Supervisory Experience, Event Planning, Executive Calendar..., Travel Planning, Expense Reports, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Business Visas, Vendor Management, Finance, Financial Services, Facilities Operations, Office Management
Education
Caribbean University 1983 — 1983
Secretarial Studies
JPMorgan Chase January 2012 - Present
Wall Street Services July 2006 - October 2006
Morgan Stanley Investment Management October 2003 - July 2006
Ernst & Young November 2002 - August 2003
PwC March 1992 - March 2002
Manufacturers Hanover Trust April 1991 - March 1992
Salomon Brothers April 1989 - April 1991
JPMorgan Chase November 1984 - April 1989
Skills
Bilingual Spanish, Outlook, Lotus Notes, Human Resources, Onboarding, Recruiting, Employee Relations, Supervisory Experience, Event Planning, Executive Calendar..., Travel Planning, Expense Reports, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Business Visas, Vendor Management, Finance, Financial Services, Facilities Operations, Office Management
Education
Caribbean University 1983 — 1983
Secretarial Studies
Roger H. Williams, III's Salomon Brothers Experience 1990 - 1992
Job Risk Management Professional
Industry Financial Services
Experience
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Monic Group, Ltd. 2009 - Present
Royal Bank of Canada 2007 - March 2009
Monic Group, Ltd. 2002 - 2007
Goldman Sachs 2001 - 2002
UBS Investment Bank 1997 - 2000
Lehman Brothers 1992 - 1997
Salomon Brothers 1990 - 1992
Skills
Financial Risk, Foreign Exchange, Auditing, RFP, Project Management, Natural Gas, User Acceptance Testing, Petroleum, Fixed Income, Commodity, Municipal Bonds, Stock Borrow and Loan, Polypaths, Bloomberg Terminal, Murex, Derivative Solutions, Mortgage Securities, Precious Metals, Emerging Markets, GICS, Forwards, Options, Swaps, Derivatives, Capital Markets, Hedge Funds, Portfolio Management, Investment Banking, Equities, Financial Services, Loans, Trading, Financial Modeling, Valuation, Banking, Structured Finance, Mutual Funds, Market Risk, Risk Management, Bonds, Treasury, Currency, MBS
Education
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA, Finance, accounting
Boston University 1976 — 1980
BA, Finance, accounting, political science
Martha Rhein's Salomon Brothers Experience September 1977 - December 1980
Job
Industry Civic & Social Organization
Experience
Thriving Youth Connected Community April 2009 - Present
Salomon Brothers September 1977 - December 1980
Mutual of New York June 1975 - September 1977
Skills
Public Speaking, Research
Education
New York Medical College 2001 — 2004
Masters, Public Health
Bowling Green State University 1971 — 1975
Bachelors in Science, Mathematics
Thriving Youth Connected Community April 2009 - Present
Salomon Brothers September 1977 - December 1980
Mutual of New York June 1975 - September 1977
Skills
Public Speaking, Research
Education
New York Medical College 2001 — 2004
Masters, Public Health
Bowling Green State University 1971 — 1975
Bachelors in Science, Mathematics
Ramaswami Murali's Salomon Brothers Experience February 1992 - 1994
Job
Industry
Experience
SAC Capital 2010 - 2013
Citi 2008 - 2010
Old Lane LP 2006 - 2008
Lehman Brothers 1997 - 2005
Bankers Trust / Deutsche Bank 1994 - 1997
Salomon Brothers February 1992 - 1994
Travelers Investment Management Company 1985 - 1992
Northeastern University 1983 - 1986
Skills
Electronic Trading, Equity Derivatives, Trading Systems
Education
Boston University
Ph.D and MA, Economics
Indian Insitute of Management, Ahmedabad, India
MBA
SAC Capital 2010 - 2013
Citi 2008 - 2010
Old Lane LP 2006 - 2008
Lehman Brothers 1997 - 2005
Bankers Trust / Deutsche Bank 1994 - 1997
Salomon Brothers February 1992 - 1994
Travelers Investment Management Company 1985 - 1992
Northeastern University 1983 - 1986
Skills
Electronic Trading, Equity Derivatives, Trading Systems
Education
Boston University
Ph.D and MA, Economics
Indian Insitute of Management, Ahmedabad, India
MBA
Bob LeLacheur, CFA's Salomon Brothers Experience March 1985 - March 1987
Job Town Manager at Town of Reading, MA
Industry Government Administration
Experience
Town of Reading, MA June 2013 - Present
Town of Reading, MA October 2005 - May 2013
Merganser Capital Management January 1993 - April 2005
Kenda Systems January 1990 - January 1993
Salomon Brothers March 1985 - March 1987
Lehman Brothers October 1981 - March 1985
Real Decisions August 1980 - October 1981
Skills
Public Finance, Asset Managment, Public Policy, Municipalities, Economic Development, Hedge Funds, Investments, Fixed Income, Policy Analysis, Policy, Legislative Relations, Public Budgeting, Securities, Politics, Community Development, Local Government, Public Financial..., Asset Management, Public Administration, State Government, Land Use, Municipal Management, Intergovernmental..., Bonds, Affordable Housing, Analysis, Portfolio Management, Grant Writing, Urban Planning, Strategic Planning, Redevelopment, Public Sector, Budgets, Zoning, Awesomeness, Executive Management, Government..., Grants, Government Accounting, Investment Management, Government, Structured Finance, Pension Funds, Capital Budgeting, Government Procurement, Legislation, Alternative Investments, Finance, Managerial Finance, City Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA
Colgate University 1976 — 1980
AB, Mathematical Economics
Milton High School 1972 — 1976
Town of Reading, MA June 2013 - Present
Town of Reading, MA October 2005 - May 2013
Merganser Capital Management January 1993 - April 2005
Kenda Systems January 1990 - January 1993
Salomon Brothers March 1985 - March 1987
Lehman Brothers October 1981 - March 1985
Real Decisions August 1980 - October 1981
Skills
Public Finance, Asset Managment, Public Policy, Municipalities, Economic Development, Hedge Funds, Investments, Fixed Income, Policy Analysis, Policy, Legislative Relations, Public Budgeting, Securities, Politics, Community Development, Local Government, Public Financial..., Asset Management, Public Administration, State Government, Land Use, Municipal Management, Intergovernmental..., Bonds, Affordable Housing, Analysis, Portfolio Management, Grant Writing, Urban Planning, Strategic Planning, Redevelopment, Public Sector, Budgets, Zoning, Awesomeness, Executive Management, Government..., Grants, Government Accounting, Investment Management, Government, Structured Finance, Pension Funds, Capital Budgeting, Government Procurement, Legislation, Alternative Investments, Finance, Managerial Finance, City Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1990
MBA
Colgate University 1976 — 1980
AB, Mathematical Economics
Milton High School 1972 — 1976
Scott Logie, CAIA's Salomon Brothers Experience January 1986 - January 1999
Job Relationship Manager at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Carlson Capital, L.P. April 2013 - Present
Carlson Capital June 2008 - April 2013
KBW October 2006 - March 2008
Citigroup Global Markets January 1999 - July 2006
Salomon Brothers January 1986 - January 1999
Skills
Investments, Equities, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management
Education
Yale University 1981 — 1985
Bachelor's degree, Economics and Political Science
Upper Canada College 1974 — 1981
Sallyan Zenko's Salomon Brothers Experience 1986 - 1996
Job Marketing & Events Leader
Industry Investment Banking
Experience
Global Marketing Planning, Advisory & Execution 2014 - Present
UBS 1996 - 2013
UBS 2007 - 2011
UBS 2002 - 2007
UBS 2000 - 2002
UBS 1996 - 2000
Salomon Brothers 1986 - 1996
United States Department of Energy 1985 - 1986
Skills
Business Strategy, Marketing Strategy, Project Management, Integrated Marketing, Marketing, Strategy, Management, Event Planning, Marketing Communications, Digital Marketing, Corporate Communications, Event Management, Strategic Communications, Strategic Planning, Entrepreneurship, CRM, Product Marketing, Public Relations, Social Media Marketing, Brand Management, Start-ups, Internal Communications, Market Research, Brand Development, Strategic Partnerships, Business Modeling, Global Cross-Functional..., Conference Coordination, Experiential Events, Public Speaking, Mentoring, Coaching, Relationship Management, Organizational...
Education
Pine Manor College
Bachelor's degree, BA American Studies, Minor Political Science
American University
Washington Semester Program for Political Studies
Richmond, The American International University in London
Fine Arts Program
Global Marketing Planning, Advisory & Execution 2014 - Present
UBS 1996 - 2013
UBS 2007 - 2011
UBS 2002 - 2007
UBS 2000 - 2002
UBS 1996 - 2000
Salomon Brothers 1986 - 1996
United States Department of Energy 1985 - 1986
Skills
Business Strategy, Marketing Strategy, Project Management, Integrated Marketing, Marketing, Strategy, Management, Event Planning, Marketing Communications, Digital Marketing, Corporate Communications, Event Management, Strategic Communications, Strategic Planning, Entrepreneurship, CRM, Product Marketing, Public Relations, Social Media Marketing, Brand Management, Start-ups, Internal Communications, Market Research, Brand Development, Strategic Partnerships, Business Modeling, Global Cross-Functional..., Conference Coordination, Experiential Events, Public Speaking, Mentoring, Coaching, Relationship Management, Organizational...
Education
Pine Manor College
Bachelor's degree, BA American Studies, Minor Political Science
American University
Washington Semester Program for Political Studies
Richmond, The American International University in London
Fine Arts Program
Christina Brickner's Salomon Brothers Experience January 2003 - May 2003
Job Senior Financial Analyst at IBM
Industry Information Technology and Services
Experience
IBM May 2014 - Present
IBM May 2012 - April 2014
IBM May 2010 - April 2012
IBM May 2008 - April 2010
IBM May 2006 - April 2008
Palisades Federal Credit Union January 2003 - May 2006
Salomon Brothers January 2003 - May 2003
Skills
Outlook, Business Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Essbase, Financial Analysis, Financial Reporting, Budgets
Education
Marist College School of Management 2004 — 2008
Master of Business Administration (MBA), Finance, General, 3.9 GPA in Major, 3.8 GPA
SUNY Albany 1999 — 2003
Bachelor of Arts (B.A.), Majored in Economics, Minor in Business Administration, GPA 3.0
IBM May 2014 - Present
IBM May 2012 - April 2014
IBM May 2010 - April 2012
IBM May 2008 - April 2010
IBM May 2006 - April 2008
Palisades Federal Credit Union January 2003 - May 2006
Salomon Brothers January 2003 - May 2003
Skills
Outlook, Business Analysis, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Modeling, Essbase, Financial Analysis, Financial Reporting, Budgets
Education
Marist College School of Management 2004 — 2008
Master of Business Administration (MBA), Finance, General, 3.9 GPA in Major, 3.8 GPA
SUNY Albany 1999 — 2003
Bachelor of Arts (B.A.), Majored in Economics, Minor in Business Administration, GPA 3.0
Asher Shih's Salomon Brothers Experience 1992 - 1995
Job Making the internet smarter !!
Industry Computer Software
Experience
Independent Inventor June 2010 - Present
Algorithmic Trading March 2003 - February 2010
Hambrecht & Quist August 1995 - April 2001
Salomon Brothers 1992 - 1995
City Bank 1990 - 1992
Stratus Computer 1988 - 1990
Skills
Networking, Algorithms, Security, Infrastructure, Entrepreneurship, JavaScript, Start-ups, Trading Systems, Equities, Consulting, Java, XML, Strategic Partnerships, E-commerce, Machine Learning, Big Data, Agile Methodologies, Business Development
Education
Boston University
Master of Science (MS), Computer Engineering
Boston Unversity
Independent Inventor June 2010 - Present
Algorithmic Trading March 2003 - February 2010
Hambrecht & Quist August 1995 - April 2001
Salomon Brothers 1992 - 1995
City Bank 1990 - 1992
Stratus Computer 1988 - 1990
Skills
Networking, Algorithms, Security, Infrastructure, Entrepreneurship, JavaScript, Start-ups, Trading Systems, Equities, Consulting, Java, XML, Strategic Partnerships, E-commerce, Machine Learning, Big Data, Agile Methodologies, Business Development
Education
Boston University
Master of Science (MS), Computer Engineering
Boston Unversity
Stephanie Mercado's Salomon Brothers Experience July 1990 - April 2000
Job Principal, Interior Designer
Industry Design
Experience
LeFrere Mercado Designs April 2005 - Present
Salomon Brothers July 1990 - April 2000
Skills
Concept Design, Interior Design, Residential Homes, Renovation, Furniture, Interior Architecture, Furnishings, Space planning, Window Treatments, Residential Design, Finish, Sketching, Floor Plans
Education
New York School of Interior Design 2001 — 2003
Associate of Arts (AA), Interior Design
Barnard College
Bachelor of Arts (BA), Art History & Economics
Westover School 1984 — 1986
High School
LeFrere Mercado Designs April 2005 - Present
Salomon Brothers July 1990 - April 2000
Skills
Concept Design, Interior Design, Residential Homes, Renovation, Furniture, Interior Architecture, Furnishings, Space planning, Window Treatments, Residential Design, Finish, Sketching, Floor Plans
Education
New York School of Interior Design 2001 — 2003
Associate of Arts (AA), Interior Design
Barnard College
Bachelor of Arts (BA), Art History & Economics
Westover School 1984 — 1986
High School
Nicole Vianna's Salomon Brothers Experience March 1982 - April 1987
Job Business Analysis Consultant at CIT
Industry Banking
Experience
CIT April 2015 - Present
Bank of America December 2006 - March 2011
C-BASS January 2004 - June 2005
Centerprise Services January 2000 - July 2001
Lehman Brothers 1987 - 1999
Salomon Brothers March 1982 - April 1987
Skills
Investment Banking, Derivatives, Capital Markets, Trading Systems, Fixed Income, Market Risk, Credit Derivatives, Market Data, Structured Products
Education
Barnard College 1977 — 1981
A.B., Economics, Applied Math
CIT April 2015 - Present
Bank of America December 2006 - March 2011
C-BASS January 2004 - June 2005
Centerprise Services January 2000 - July 2001
Lehman Brothers 1987 - 1999
Salomon Brothers March 1982 - April 1987
Skills
Investment Banking, Derivatives, Capital Markets, Trading Systems, Fixed Income, Market Risk, Credit Derivatives, Market Data, Structured Products
Education
Barnard College 1977 — 1981
A.B., Economics, Applied Math
Barry Glantz's Salomon Brothers Experience October 1986 - September 1997
Job Consultant at Bank of TokyoMitsubishi UFJ
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
Deutsche Bank April 2007 - October 2011
Merrill Lynch September 1997 - April 2007
Salomon Brothers October 1986 - September 1997
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Prime Brokerage, Capital Markets, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Risk Management, Structured Products, Swaps
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accountancy
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
Deutsche Bank April 2007 - October 2011
Merrill Lynch September 1997 - April 2007
Salomon Brothers October 1986 - September 1997
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Middle Office, Prime Brokerage, Capital Markets, Due Diligence, Equity Derivatives, Credit Derivatives, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Hedge Funds, Risk Management, Structured Products, Swaps
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accountancy
David Shulman's Salomon Brothers Experience January 1986 - December 1997
Job Distinguished Visiting Professor, Baruch College
Industry Higher Education
Experience
Baruch College March 2005 - Present
UCLA Anderson Forecast 2005 - Present
University of Wisconsin-Madison January 2007 - May 2013
Lehman Brothers 2000 - 2005
Ulysses Managment LLC January 1998 - December 1999
Salomon Brothers January 1986 - December 1997
Skills
Corporate Finance, Data Analysis, Economics, Financial Analysis, Fixed Income, Youth Mentoring, Equities, Valuation, Bloomberg, Financial Modeling, Quantitative Analytics, Econometrics, Equity Research, Investment Banking, Investments, Macroeconomics, Capital Markets, Portfolio Management, Hedge Funds
Education
University of California, Los Angeles 1970 — 1975
Ph.D., Finance
Baruch College 1960 — 1964
BBA, Finance
Baruch College March 2005 - Present
UCLA Anderson Forecast 2005 - Present
University of Wisconsin-Madison January 2007 - May 2013
Lehman Brothers 2000 - 2005
Ulysses Managment LLC January 1998 - December 1999
Salomon Brothers January 1986 - December 1997
Skills
Corporate Finance, Data Analysis, Economics, Financial Analysis, Fixed Income, Youth Mentoring, Equities, Valuation, Bloomberg, Financial Modeling, Quantitative Analytics, Econometrics, Equity Research, Investment Banking, Investments, Macroeconomics, Capital Markets, Portfolio Management, Hedge Funds
Education
University of California, Los Angeles 1970 — 1975
Ph.D., Finance
Baruch College 1960 — 1964
BBA, Finance
Perry Rotkowitz's Salomon Brothers Experience 1979 - 1981
Job Financial Services Professional
Industry Financial Services
Experience
R.J. O'Brien January 2012 - July 2013
Standard Chartered Bank October 2006 - October 2011
Man FX Clear Inc. November 2005 - March 2006
Refco 2004 - 2005
AIG International Inc. 1989 - 1996
Drexel Burnham Lambert Trading 1982 - 1989
Salomon Brothers 1979 - 1981
PwC 1975 - 1979
Education
Adelphi University 1974 — 1975
MBA, Accounting
Adelphi University 1971 — 1975
BBA, Accounting
R.J. O'Brien January 2012 - July 2013
Standard Chartered Bank October 2006 - October 2011
Man FX Clear Inc. November 2005 - March 2006
Refco 2004 - 2005
AIG International Inc. 1989 - 1996
Drexel Burnham Lambert Trading 1982 - 1989
Salomon Brothers 1979 - 1981
PwC 1975 - 1979
Education
Adelphi University 1974 — 1975
MBA, Accounting
Adelphi University 1971 — 1975
BBA, Accounting
Lori Panzarino's Salomon Brothers Experience 1986 - 1998
Job GE Capital Liquidity Management
Industry Financial Services
Experience
GE Capital July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Credit Suisse April 1998 - June 2012
Salomon Brothers 1986 - 1998
KPMG 1982 - 1986
Skills
Financial Analysis, Investment Banking, Financial Modeling, Certified Public..., Liquidity Management, Transfer Pricing, Money Market, Accounting, Auditing, CPA, Capital Markets, Finance, Financial Audits, Financial Reporting, Financial Services, Forecasting, Funding, General Ledger, Internal Controls, Liquidity, Operational Risk, Sarbanes-Oxley Act, Trading, Treasury, Treasury Management, Analysis, Cash Management, Financial Accounting, Liquidity Risk, Portfolio Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
GE Capital July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Credit Suisse April 1998 - June 2012
Salomon Brothers 1986 - 1998
KPMG 1982 - 1986
Skills
Financial Analysis, Investment Banking, Financial Modeling, Certified Public..., Liquidity Management, Transfer Pricing, Money Market, Accounting, Auditing, CPA, Capital Markets, Finance, Financial Audits, Financial Reporting, Financial Services, Forecasting, Funding, General Ledger, Internal Controls, Liquidity, Operational Risk, Sarbanes-Oxley Act, Trading, Treasury, Treasury Management, Analysis, Cash Management, Financial Accounting, Liquidity Risk, Portfolio Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Samir Hussein's Salomon Brothers Experience 1996 - 1999
Job Head of Technology and Media Investment Banking
Industry Investment Banking
Experience
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Cantor Fitzgerald 2014 - Present
JMP Securities 2011 - 2014
Deutsche Bank 2005 - 2011
Banc of America Securities 2001 - 2005
Morgan Stanley 1999 - 2001
Salomon Brothers 1996 - 1999
Shearman & Sterling LLP 1994 - 1996
Skills
Investment Banking, Private Placements, Capital Markets, Private Equity, Hedge Funds, Equities, Fixed Income, Equity Research, Valuation, IPO, Alternative Investments, Securities
Education
New York University School of Law
Doctor of Law (J.D.), Law
Boston University
Bachelor of Science (Finance) and Bachelor of Arts (Psychology)
Gene Hum's Salomon Brothers Experience 1994 - 1997
Job Fixed IncomeCredit Product Controller
Industry Financial Services
Experience
HSBC Securities 2009 - 2011
HSBC Securities 2004 - 2009
Gen Re Securities 1998 - 2004
ING (U.S) Financial Services Company 1997 - 1998
Salomon Brothers 1994 - 1997
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
HSBC Securities 2009 - 2011
HSBC Securities 2004 - 2009
Gen Re Securities 1998 - 2004
ING (U.S) Financial Services Company 1997 - 1998
Salomon Brothers 1994 - 1997
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.4
Kerrin Iorio's Salomon Brothers Experience July 1997 - August 1999
Job Director, Physician Assistant Services at Lutheran Medical Center
Industry Hospital & Health Care
Experience
Lutheran Medical Center April 2013 - Present
Lutheran Medical Center January 2010 - April 2013
Lutheran Medical Center October 2008 - January 2010
Lutheran Medical Center October 2002 - November 2008
Lutheran Medical Center August 2005 - October 2008
Jamaica Hospital July 2002 - July 2004
Salomon Brothers July 1997 - August 1999
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Bayley Seton 2000 — 2002
Physician Assistant Certificate
CUNY CSI 1999 — 2002
Bachelor of Science (BS), Physician Assistant Studies
Lafayette College 1993 — 1997
Bachelor of Arts (BA), Mathematics/Economics
Lutheran Medical Center April 2013 - Present
Lutheran Medical Center January 2010 - April 2013
Lutheran Medical Center October 2008 - January 2010
Lutheran Medical Center October 2002 - November 2008
Lutheran Medical Center August 2005 - October 2008
Jamaica Hospital July 2002 - July 2004
Salomon Brothers July 1997 - August 1999
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Master of Business Administration (MBA), Health/Health Care Administration/Management
Bayley Seton 2000 — 2002
Physician Assistant Certificate
CUNY CSI 1999 — 2002
Bachelor of Science (BS), Physician Assistant Studies
Lafayette College 1993 — 1997
Bachelor of Arts (BA), Mathematics/Economics
Dave Rogoff's Salomon Brothers Experience April 1994 - April 1996
Job Lead IT Audit Manager at American Stock Transfer; Trust Company, LLC (US and Canada)
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
American Stock Transfer & Trust Company, LLC April 2015 - Present
Robert Half Management Resources July 2005 - March 2015
Experis 2011 - 2012
American Express Tax and Business Services 2004 - 2005
CIBC World Markets 1996 - 2004
Salomon Brothers April 1994 - April 1996
Bankers Trust 1980 - 1994
Skills
Project Management, Microsoft Office, Customer Service, Process Improvement, Microsoft Excel, ITAudit, Strategic Planning, Microsoft Word, Public Speaking, PowerPoint, Research, Management, SOX 404, CAATS, Continuous Monitoring, Financial Risk, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
Master’s Degree, Computer Science, B+
Baruch College, City University of New York (CUNY) 1974 — 1979
Bachelor’s Degree, Accounting, B
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers