Salomon Smith Barney
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
Salomon Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Salomon Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Salomon Smith Barney Salaries. You can even request information on how much does Salomon Smith Barney pay if you want to. Learn about salaries, pros and cons of working for Salomon Smith Barney directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,353 Salomon Smith Barney employees in database. Find out everything there's to know about Salomon Smith Barney employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Salomon Smith Barney Employees
Employee
Years
Job
Industry
Pavel Shklyar Pavel Shklyar's Salomon Smith Barney Experience February 2000 - June 2001
Job Vice President / Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
Octavia Jones Octavia Jones's Salomon Smith Barney Experience January 2000 - July 2003
Job Senior Sales Specialist at Teva Neuroscience
Industry Pharmaceuticals
Experience
Teva Neuroscience March 2015 - Present
Quintiles/Janssen Pharmaceuticals January 2013 - March 2015
inVentiv Health/Actavis October 2011 - December 2012
Covidien/Mallinckrodt March 2010 - October 2011
Guardian Life Insurance July 2005 - August 2009
Banc of America Investment Services, Inc August 2003 - July 2005
Salomon Smith Barney January 2000 - July 2003
Evening Star Productions, Inc July 1997 - January 2000
The Harlem Globetrotters, Inc June 1996 - July 1997
Skills
Consultative Sales, B2B Marketing, Product Launch Expert, Sales, Marketing, Cold Calling, Workshop Facilitation, Customer Service, Insurance, Public Speaking, Networking, Advertising, Finance, Investments, Research, Pharmaceutical Sales, Selling Skills, Sales Presentations, Sales Effectiveness, Biotechnology, Pain Management, Product Launch, Rheumatology, Pharmaceutical Industry, Neurology, Management
Education
Arizona State University 1992 — 1996
B.S, Marketing
Teva Neuroscience March 2015 - Present
Quintiles/Janssen Pharmaceuticals January 2013 - March 2015
inVentiv Health/Actavis October 2011 - December 2012
Covidien/Mallinckrodt March 2010 - October 2011
Guardian Life Insurance July 2005 - August 2009
Banc of America Investment Services, Inc August 2003 - July 2005
Salomon Smith Barney January 2000 - July 2003
Evening Star Productions, Inc July 1997 - January 2000
The Harlem Globetrotters, Inc June 1996 - July 1997
Skills
Consultative Sales, B2B Marketing, Product Launch Expert, Sales, Marketing, Cold Calling, Workshop Facilitation, Customer Service, Insurance, Public Speaking, Networking, Advertising, Finance, Investments, Research, Pharmaceutical Sales, Selling Skills, Sales Presentations, Sales Effectiveness, Biotechnology, Pain Management, Product Launch, Rheumatology, Pharmaceutical Industry, Neurology, Management
Education
Arizona State University 1992 — 1996
B.S, Marketing
James O'Donoghue James O'Donoghue's Salomon Smith Barney Experience 1998 - 2003
Job President at Compass Rose Private Investment Management
Industry Financial Services
Experience
Compass Rose Private Investment Management 2011 - Present
Wells Fargo Advisors 2003 - 2011
Salomon Smith Barney 1998 - 2003
Massachusetts Water Resources Authority 1994 - 1998
Massachusetts Water Resources Authority 1985 - 1994
Boston University 1979 - 1981
Boston University 1977 - 1979
Education
New York University
Ph.D., Economics and Finance
New York University
Master, Public Administration
Boston University
Master, City Planning
University of Massachusetts, Amherst
Bachelor of Arts, Government and Policy Analysis
Compass Rose Private Investment Management 2011 - Present
Wells Fargo Advisors 2003 - 2011
Salomon Smith Barney 1998 - 2003
Massachusetts Water Resources Authority 1994 - 1998
Massachusetts Water Resources Authority 1985 - 1994
Boston University 1979 - 1981
Boston University 1977 - 1979
Education
New York University
Ph.D., Economics and Finance
New York University
Master, Public Administration
Boston University
Master, City Planning
University of Massachusetts, Amherst
Bachelor of Arts, Government and Policy Analysis
WILLIAM ISAAC SOTO WILLIAM ISAAC SOTO's Salomon Smith Barney Experience April 1997 - October 2000
Job SOTO & COMPANY OF NEW YORK
Industry Banking
Experience
SOTO & COMPANY of NEW YORK January 2006 - Present
SOTO HOLDINGS INC NEW YORK April 2005 - 2012
BUDGET MORTGAGE FINANCING January 2001 - August 2004
SALOMON, SMITH BARNEY April 1997 - October 2000
Skills
Investment Banking, Private Placements, Private Equity, Leveraged Finance, Arbitrage, MONETIZATION OF GOLD/..., Finance, Banking, Hedge Funds, Entrepreneurship, Corporate Finance, Investments, Emerging Markets, Real Estate, Alternative Investments, Venture Capital, Funding, Start-ups, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Trading, Due Diligence, Project Finance, Valuation, Asset Management, Business Planning, Restructuring, Structured Finance, Financial Markets, Capital Markets, Risk Management, Financial Structuring, Equities, Commodity, International Business, Executive Management, Corporate Development, Strategic Financial..., Joint Ventures, Financial Analysis, Derivatives, Financial Advisory, Credit, Loans, Securities, Investment Strategies, Investor Relations, Bonds, Capital
Education
Baruch College 1993 — 1995
Associate's degree, International Business
BEACH CHANNEL HIGH SCHOOL 1989 — 1992
DIPLOMA, SECULAR STUDIES
SOTO & COMPANY of NEW YORK January 2006 - Present
SOTO HOLDINGS INC NEW YORK April 2005 - 2012
BUDGET MORTGAGE FINANCING January 2001 - August 2004
SALOMON, SMITH BARNEY April 1997 - October 2000
Skills
Investment Banking, Private Placements, Private Equity, Leveraged Finance, Arbitrage, MONETIZATION OF GOLD/..., Finance, Banking, Hedge Funds, Entrepreneurship, Corporate Finance, Investments, Emerging Markets, Real Estate, Alternative Investments, Venture Capital, Funding, Start-ups, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Trading, Due Diligence, Project Finance, Valuation, Asset Management, Business Planning, Restructuring, Structured Finance, Financial Markets, Capital Markets, Risk Management, Financial Structuring, Equities, Commodity, International Business, Executive Management, Corporate Development, Strategic Financial..., Joint Ventures, Financial Analysis, Derivatives, Financial Advisory, Credit, Loans, Securities, Investment Strategies, Investor Relations, Bonds, Capital
Education
Baruch College 1993 — 1995
Associate's degree, International Business
BEACH CHANNEL HIGH SCHOOL 1989 — 1992
DIPLOMA, SECULAR STUDIES
Darlene Blanco Darlene Blanco's Salomon Smith Barney Experience September 1999 - May 2002
Job Senior Manager/Executive Assistant/CoChair Hispanic Employee Resource Group
Industry Financial Services
Experience
AXA Equitable May 2002 - Present
SALOMON SMITH BARNEY September 1999 - May 2002
Salomon Smith Barney June 1998 - March 2002
SALOMON SMITH BARNEY June 1998 - September 1999
Skills
Financial Services, Insurance, Relationship Management, PeopleSoft, Fixed Annuities, Outlook, Retirement Planning, Wealth Management
Education
Baruch College
BA, Corporate Communications
Borough of Manhattan Community College
AA, Liberal Arts / Business Mgmt.
Grace Institute
Certification, Business & Computer Technologies
AXA Equitable May 2002 - Present
SALOMON SMITH BARNEY September 1999 - May 2002
Salomon Smith Barney June 1998 - March 2002
SALOMON SMITH BARNEY June 1998 - September 1999
Skills
Financial Services, Insurance, Relationship Management, PeopleSoft, Fixed Annuities, Outlook, Retirement Planning, Wealth Management
Education
Baruch College
BA, Corporate Communications
Borough of Manhattan Community College
AA, Liberal Arts / Business Mgmt.
Grace Institute
Certification, Business & Computer Technologies
Jeremy Milikow Jeremy Milikow's Salomon Smith Barney Experience July 1998 - December 1999
Job
Industry Events Services
Experience
Pro Music Marketing November 2011 - Present
UrbanRide, Inc January 2000 - Present
Salomon Smith Barney July 1998 - December 1999
Lehman Brothers 1997 - 1998
Skills
Corporate Events, Pharmaceutical Meetings, Logistics Management, Marketing, Software Design, Product Launch, Contract Negotiation, Strategic Planning, Event Management, Sports, Live Events, Event Planning, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Product Development, Trade Shows, Project Planning, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Business Development, Product Marketing, Account Management, Public Relations, Negotiation, Strategy, Advertising, Digital Marketing, Sales Management, Budgets, Leadership, Program Management, Social Media Marketing, Business Planning, Product Management, Social Networking, Marketing Management, Team Building, Online Marketing, E-commerce, Sales, Market Research, B2B, Competitive Analysis, Online Advertising, Brand Development, CRM
Education
Massachusetts Institute of Technology 1995 — 1997
SM, Electrical Engineering
Boston University 1992 — 1995
BS, Electrical Engineering
Pro Music Marketing November 2011 - Present
UrbanRide, Inc January 2000 - Present
Salomon Smith Barney July 1998 - December 1999
Lehman Brothers 1997 - 1998
Skills
Corporate Events, Pharmaceutical Meetings, Logistics Management, Marketing, Software Design, Product Launch, Contract Negotiation, Strategic Planning, Event Management, Sports, Live Events, Event Planning, Start-ups, Entrepreneurship, Business Strategy, New Business Development, Product Development, Trade Shows, Project Planning, Marketing Communications, Marketing Strategy, Strategic Partnerships, Management, Business Development, Product Marketing, Account Management, Public Relations, Negotiation, Strategy, Advertising, Digital Marketing, Sales Management, Budgets, Leadership, Program Management, Social Media Marketing, Business Planning, Product Management, Social Networking, Marketing Management, Team Building, Online Marketing, E-commerce, Sales, Market Research, B2B, Competitive Analysis, Online Advertising, Brand Development, CRM
Education
Massachusetts Institute of Technology 1995 — 1997
SM, Electrical Engineering
Boston University 1992 — 1995
BS, Electrical Engineering
Patrick J. Fitzsimons, CIMA® Patrick J. Fitzsimons, CIMA®'s Salomon Smith Barney Experience 1999 - 2000
Job Vice President/Managing Regional Director at Natixis Asset Management Global Advisors
Industry Financial Services
Experience
Natixis Global Asset Management 2007 - Present
Natixis Global Asset Management 2005 - 2007
Natixis Global Asset Management 2003 - 2005
Keyport/Sun Life Financial 2002 - 2003
Manulife Wood Logan 2001 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization, Fixed Income Analysis, Sales Presentations, Sales & Marketing..., Financial Markets, Certified Investment..., Series 63, Series 6, Investment Management, Managed Futures, Portfolio Assessment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Babson College 1998 — 2002
Finance & Investments
Monash University 2000 — 2001
Economics/International Finance
Natixis Global Asset Management 2007 - Present
Natixis Global Asset Management 2005 - 2007
Natixis Global Asset Management 2003 - 2005
Keyport/Sun Life Financial 2002 - 2003
Manulife Wood Logan 2001 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Series 7, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Optimization, Fixed Income Analysis, Sales Presentations, Sales & Marketing..., Financial Markets, Certified Investment..., Series 63, Series 6, Investment Management, Managed Futures, Portfolio Assessment
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Babson College 1998 — 2002
Finance & Investments
Monash University 2000 — 2001
Economics/International Finance
Perlin Koonge Perlin Koonge's Salomon Smith Barney Experience 1998 - 1999
Job Regulatory Project Manager and Consultant
Industry Financial Services
Experience
Deutsche Bank - Regional Management / Resources Global Professionals June 2013 - Present
Citigroup October 2011 - May 2013
American Express October 2010 - October 2011
Ernst & Young March 2007 - October 2010
PricewaterhouseCoopers March 2003 - April 2007
Deloitte Consulting 2002 - 2003
New York City Transit Authority (NYCTA) 2001 - 2002
marchFIRST 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Cross-functional Team..., Business Process..., Risk Management, Internal Controls, Process Improvement, Strategy, Corporate Governance, Internal Audit, Management, Corporate Finance, Financial Modeling, Project Management, Financial Analysis, Auditing, Business Analysis, Banking, Financial Services, Finance, Analysis, CRM, Training, Portfolio Management, Payments, Debit Cards, Electronic Payments, Anti Money Laundering, Anti-corruption, Bank Secrecy Act, Management Consulting, Business Process..., Enterprise Risk..., Policy, Licensing, Regulatory Affairs, Payment Card Processing, Regulatory Examinations, Operational Risk, Leadership, Executive Management, Financial Risk, Governance, Operational Risk..., Risk Assessment, Due Diligence, Budgets, Mergers, Capital Markets, Program Management, Consulting
Education
Binghamton University
Bachelor of Arts, English
New York University
Ethics and Corporate Governance
Deutsche Bank - Regional Management / Resources Global Professionals June 2013 - Present
Citigroup October 2011 - May 2013
American Express October 2010 - October 2011
Ernst & Young March 2007 - October 2010
PricewaterhouseCoopers March 2003 - April 2007
Deloitte Consulting 2002 - 2003
New York City Transit Authority (NYCTA) 2001 - 2002
marchFIRST 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Cross-functional Team..., Business Process..., Risk Management, Internal Controls, Process Improvement, Strategy, Corporate Governance, Internal Audit, Management, Corporate Finance, Financial Modeling, Project Management, Financial Analysis, Auditing, Business Analysis, Banking, Financial Services, Finance, Analysis, CRM, Training, Portfolio Management, Payments, Debit Cards, Electronic Payments, Anti Money Laundering, Anti-corruption, Bank Secrecy Act, Management Consulting, Business Process..., Enterprise Risk..., Policy, Licensing, Regulatory Affairs, Payment Card Processing, Regulatory Examinations, Operational Risk, Leadership, Executive Management, Financial Risk, Governance, Operational Risk..., Risk Assessment, Due Diligence, Budgets, Mergers, Capital Markets, Program Management, Consulting
Education
Binghamton University
Bachelor of Arts, English
New York University
Ethics and Corporate Governance
Tommasina Turano-Atherton Tommasina Turano-Atherton's Salomon Smith Barney Experience January 1996 - September 1997
Job Societe GeneraleRisk Mgt.
Industry Investment Banking
Experience
Societe Generale May 2007 - Present
JP Morgan Private Banking September 1997 - April 2007
Salomon Smith Barney January 1996 - September 1997
Skills
Fixed Income, Securities Lending, Equity Derivatives, Equities, Investment Banking, Derivatives, Credit Derivatives, Capital Markets, Banking, Series 7, Bloomberg, Financial Risk, Hedge Funds, Financial Analysis, Operational Risk, Structured Products, Securities, Swaps, Private Equity, Middle Office, Options, Risk Management, ETFs, Credit Risk, Fund Of Funds, Bonds, Asset Managment, Credit Analysis, Mutual Funds, Portfolio Management, Electronic Trading, Structured Finance, Corporate Finance, VBA, Alternative Investments, Interest Rate..., Market Data, Prime Brokerage, Trading, Wealth Management, Private Banking, Valuation, Emerging Markets, Market Risk, Asset Allocation, Back Office, Financial Modeling, FX Options, Investments, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Finance & Investments/Economics
Societe Generale May 2007 - Present
JP Morgan Private Banking September 1997 - April 2007
Salomon Smith Barney January 1996 - September 1997
Skills
Fixed Income, Securities Lending, Equity Derivatives, Equities, Investment Banking, Derivatives, Credit Derivatives, Capital Markets, Banking, Series 7, Bloomberg, Financial Risk, Hedge Funds, Financial Analysis, Operational Risk, Structured Products, Securities, Swaps, Private Equity, Middle Office, Options, Risk Management, ETFs, Credit Risk, Fund Of Funds, Bonds, Asset Managment, Credit Analysis, Mutual Funds, Portfolio Management, Electronic Trading, Structured Finance, Corporate Finance, VBA, Alternative Investments, Interest Rate..., Market Data, Prime Brokerage, Trading, Wealth Management, Private Banking, Valuation, Emerging Markets, Market Risk, Asset Allocation, Back Office, Financial Modeling, FX Options, Investments, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Finance & Investments/Economics
Jeff LaMarca Jeff LaMarca's Salomon Smith Barney Experience 2000 - 2001
Job Longterm value investor
Industry Investment Management
Experience
Marcellus Capital Management 2010 - Present
Ridgeback Capital Management 2008 - 2009
Sigma Capital Management 2003 - 2004
Kingdon Capital Management 2001 - 2003
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 2000 - 2001
Education
Boston College 1994 — 1998
Marcellus Capital Management 2010 - Present
Ridgeback Capital Management 2008 - 2009
Sigma Capital Management 2003 - 2004
Kingdon Capital Management 2001 - 2003
Credit Suisse First Boston 2001 - 2001
Salomon Smith Barney 2000 - 2001
Education
Boston College 1994 — 1998
Brian McMullan Brian McMullan's Salomon Smith Barney Experience January 1999 - December 2000
Job Account Manager at Oracle
Industry Computer Software
Experience
Oracle January 2013 - Present
CA Technologies July 2011 - January 2013
Oracle June 2008 - July 2011
New York Life December 2005 - September 2008
Long Fence July 2003 - June 2008
Buzzing Digital March 2001 - May 2002
Kana Communications February 2000 - February 2001
Salomon Smith Barney January 1999 - December 2000
Channell Communications October 1997 - March 1999
Oven Digital March 1997 - December 1997
Skills
Direct Sales, Cloud Computing, Enterprise Architecture, Enterprise Software, IT Service Management, SaaS, PaaS, IaaS, Selling
Education
Berkeley College 2000 — 2001
Organizational Management
New York University 1997 — 2000
Garron Tower 1977 — 1982
Oracle January 2013 - Present
CA Technologies July 2011 - January 2013
Oracle June 2008 - July 2011
New York Life December 2005 - September 2008
Long Fence July 2003 - June 2008
Buzzing Digital March 2001 - May 2002
Kana Communications February 2000 - February 2001
Salomon Smith Barney January 1999 - December 2000
Channell Communications October 1997 - March 1999
Oven Digital March 1997 - December 1997
Skills
Direct Sales, Cloud Computing, Enterprise Architecture, Enterprise Software, IT Service Management, SaaS, PaaS, IaaS, Selling
Education
Berkeley College 2000 — 2001
Organizational Management
New York University 1997 — 2000
Garron Tower 1977 — 1982
Harry Mora Harry Mora's Salomon Smith Barney Experience January 2000 - October 2000
Job Corporate Governance
Industry Banking
Experience
Deutsche Bank October 2000 - November 2011
Salomon Smith Barney January 2000 - October 2000
Chase Manhattan Bank October 1998 - March 1999
Chadbourne & Parke August 1997 - February 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Banking, Spanish, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Business Strategy, Finance, Management, Risk Management, Customer Service, Due Diligence, Strategy, Social Media, Project Management, Leadership, Internal Audit, Management Consulting, Mergers & Acquisitions, Research, Change Management, Marketing Strategy, Financial Risk, Business Planning
Education
Baruch College 1995 — 1995
Computer certificate, Micro-computing
Pace University 1990 — 1994
Bachelor of Business Administration, International Management
Deutsche Bank October 2000 - November 2011
Salomon Smith Barney January 2000 - October 2000
Chase Manhattan Bank October 1998 - March 1999
Chadbourne & Parke August 1997 - February 1998
Skills
Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Banking, Spanish, Microsoft Excel, PowerPoint, Strategic Planning, Microsoft Office, Business Strategy, Finance, Management, Risk Management, Customer Service, Due Diligence, Strategy, Social Media, Project Management, Leadership, Internal Audit, Management Consulting, Mergers & Acquisitions, Research, Change Management, Marketing Strategy, Financial Risk, Business Planning
Education
Baruch College 1995 — 1995
Computer certificate, Micro-computing
Pace University 1990 — 1994
Bachelor of Business Administration, International Management
Brad Hines Brad Hines's Salomon Smith Barney Experience March 2001 - June 2001
Job Serial Entrepreneur, Startup Advisor, Digital Marketing Strategist, Writer | bylines for Entrepreneur, HuffPo, etc.
Industry Internet
Experience
BradfordHines.com November 2011 - Present
HungryKids.org December 2006 - Present
TeachBoys.org January 2007 - Present
YumDomains.com 2004 - Present
Techopedia.com July 2012 - Present
Bradfordhines.com 2011 - 2012
Salomon Smith Barney March 2001 - June 2001
Skills
Digital Media, Social Media Marketing, Writing Skills, Public Relations, Domain Names, Photoshop, Public Speaking, Web Design, Web Analytics, Investments, Web Development, Social Media, SEM, Entrepreneurship, Social Networking, Digital Marketing, Product Development, Journalism, Generation Y, E-commerce, Leading People, Business Analysis, HTML, Product Creation, Creative Development, Teaching, Advertising, Inside Sales, Stocks, Options Strategies, Social Entrepreneurship, User Interface Design, Graphic Design, Fine Art, Google Adwords, Keyword Research, Product Marketing, Investment Strategies, Domain Registration, Marketing, Google Analytics, Leadership, Online Marketing, Email Marketing, PPC, Online Advertising, WordPress, Affiliate Marketing, Website Development, seo
Education
Boston University 2004 — 2006
BS, Financial Management
Quincy College 2002 — 2003
McGill University 2006 — 2007
French (did horribly : )
HHS 1998 — 2002
BradfordHines.com November 2011 - Present
HungryKids.org December 2006 - Present
TeachBoys.org January 2007 - Present
YumDomains.com 2004 - Present
Techopedia.com July 2012 - Present
Bradfordhines.com 2011 - 2012
Salomon Smith Barney March 2001 - June 2001
Skills
Digital Media, Social Media Marketing, Writing Skills, Public Relations, Domain Names, Photoshop, Public Speaking, Web Design, Web Analytics, Investments, Web Development, Social Media, SEM, Entrepreneurship, Social Networking, Digital Marketing, Product Development, Journalism, Generation Y, E-commerce, Leading People, Business Analysis, HTML, Product Creation, Creative Development, Teaching, Advertising, Inside Sales, Stocks, Options Strategies, Social Entrepreneurship, User Interface Design, Graphic Design, Fine Art, Google Adwords, Keyword Research, Product Marketing, Investment Strategies, Domain Registration, Marketing, Google Analytics, Leadership, Online Marketing, Email Marketing, PPC, Online Advertising, WordPress, Affiliate Marketing, Website Development, seo
Education
Boston University 2004 — 2006
BS, Financial Management
Quincy College 2002 — 2003
McGill University 2006 — 2007
French (did horribly : )
HHS 1998 — 2002
Jay Mani Jay Mani's Salomon Smith Barney Experience February 1993 - September 1998
Job Sales Specialist Enterprise Real Time & Platform at Thomson Reuters
Industry Capital Markets
Experience
Thomson Reuters February 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters September 2012 - Present
Thomson Reuters August 2010 - September 2012
Thomson Reuters September 2009 - August 2010
Thomson Reuters May 2004 - September 2009
Merrill Lynch, Pierce Fenner & Smith September 1998 - September 2001
Salomon Smith Barney February 1993 - September 1998
US Trust May 1992 - February 1993
Morgan Stanley June 1991 - May 1992
Skills
Fixed Income, Equities, Derivatives, Securities, Reference Data, Bonds, Swaps, CDS, Electronic Trading, Commodity, Financial Markets, Capital Markets, Market Data, Options, Trading, Trading Systems, Hedge Funds, Risk Management, Equity Derivatives, Technical Analysis, Credit Derivatives, ETFs, Business Development, Project Management, Salesforce.com, Finance, Product Management, Financial Services, Relationship Management, Business Analysis, FX Options, Investment Management, Analytics, Bloomberg, Low Latency, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Finance
City University of New York-Baruch College 1987 — 1991
BBA, Finance
Thomson Reuters February 2015 - Present
Thomson Reuters May 2013 - Present
Thomson Reuters September 2012 - Present
Thomson Reuters August 2010 - September 2012
Thomson Reuters September 2009 - August 2010
Thomson Reuters May 2004 - September 2009
Merrill Lynch, Pierce Fenner & Smith September 1998 - September 2001
Salomon Smith Barney February 1993 - September 1998
US Trust May 1992 - February 1993
Morgan Stanley June 1991 - May 1992
Skills
Fixed Income, Equities, Derivatives, Securities, Reference Data, Bonds, Swaps, CDS, Electronic Trading, Commodity, Financial Markets, Capital Markets, Market Data, Options, Trading, Trading Systems, Hedge Funds, Risk Management, Equity Derivatives, Technical Analysis, Credit Derivatives, ETFs, Business Development, Project Management, Salesforce.com, Finance, Product Management, Financial Services, Relationship Management, Business Analysis, FX Options, Investment Management, Analytics, Bloomberg, Low Latency, Back Office
Education
City University of New York-Baruch College - Zicklin School of Business 1992 — 1994
MBA, Finance
City University of New York-Baruch College 1987 — 1991
BBA, Finance
Kristin Gerber Kristin Gerber's Salomon Smith Barney Experience August 2000 - January 2002
Job Corporate Attorney at Mintz Levin
Industry Legal Services
Experience
Mintz Levin July 2013 - Present
Brown Rudnick LLP September 2008 - July 2013
United States District Court for the District of Nebraska May 2006 - August 2006
Union Pacific May 2003 - August 2005
Mutual of Omaha January 2002 - May 2003
Salomon Smith Barney August 2000 - January 2002
Skills
Mergers & Acquisitions, Corporate Governance, Venture Capital, Corporate Law, Mergers, Due Diligence, Corporate Finance, Joint Ventures, Start-ups, Financial Analysis, Contract Negotiation, Strategic Planning, Acquisitions, Investments, Emerging Technologies
Education
Boston College Law School 2005 — 2008
J.D.
Creighton University 1999 — 2003
BSBA, Finance, Economics, magna cum laude
O'Neill Public High School 1993 — 1999
HS Diploma
Mintz Levin July 2013 - Present
Brown Rudnick LLP September 2008 - July 2013
United States District Court for the District of Nebraska May 2006 - August 2006
Union Pacific May 2003 - August 2005
Mutual of Omaha January 2002 - May 2003
Salomon Smith Barney August 2000 - January 2002
Skills
Mergers & Acquisitions, Corporate Governance, Venture Capital, Corporate Law, Mergers, Due Diligence, Corporate Finance, Joint Ventures, Start-ups, Financial Analysis, Contract Negotiation, Strategic Planning, Acquisitions, Investments, Emerging Technologies
Education
Boston College Law School 2005 — 2008
J.D.
Creighton University 1999 — 2003
BSBA, Finance, Economics, magna cum laude
O'Neill Public High School 1993 — 1999
HS Diploma
Kyle Sitler, AVA's Salomon Smith Barney Experience January 1996 - July 1999
Job President & Managing Director Six Pillar Capital
Industry Investment Banking
Experience
Six Pillar Capital, LLC 2010 - Present
Kostin, Ruffkess July 2007 - January 2009
Cisco Systems June 2003 - August 2003
Aspen Square Management November 2001 - June 2002
Ticonderoga Capital August 1999 - July 2001
Salomon Smith Barney January 1996 - July 1999
Fieldstone Private Capital Group March 1995 - December 1995
Skills
Private Equity, Portfolio Management, Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Finance, Mergers, Corporate Finance, Emerging Markets, Entrepreneurship, Equities
Education
UC Berkeley - Haas School of Business 2002 — 2004
MBA, Business
Babson College 1991 — 1994
Bachelor of Science, Finance/Economics
Wethersfield High School 1986 — 1990
Six Pillar Capital, LLC 2010 - Present
Kostin, Ruffkess July 2007 - January 2009
Cisco Systems June 2003 - August 2003
Aspen Square Management November 2001 - June 2002
Ticonderoga Capital August 1999 - July 2001
Salomon Smith Barney January 1996 - July 1999
Fieldstone Private Capital Group March 1995 - December 1995
Skills
Private Equity, Portfolio Management, Valuation, Investment Banking, Mergers & Acquisitions, Financial Modeling, Finance, Mergers, Corporate Finance, Emerging Markets, Entrepreneurship, Equities
Education
UC Berkeley - Haas School of Business 2002 — 2004
MBA, Business
Babson College 1991 — 1994
Bachelor of Science, Finance/Economics
Wethersfield High School 1986 — 1990
Leyla Ozlem Oklu Leyla Ozlem Oklu's Salomon Smith Barney Experience June 1998 - January 2000
Job Vice President Asset Mangement at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
Dr.Cedric J. Franklin Dr.Cedric J. Franklin's Salomon Smith Barney Experience 1998 - 2004
Job CEO at Stanfield Global
Industry Management Consulting
Experience
A.C.Stanfield January 2015 - Present
Stanfield Global December 2004 - Present
Salomon Smith Barney 1998 - 2004
Shearson Lehman 1990 - 1998
American Savings & Loan 1984 - 1988
E.F.Hutton & Company 1981 - 1984
First Boston Corporation 1979 - 1981
Skills
speaks French, speaks Arabic, speaks Farsi, Private Equity, Investments, Mergers, Due Diligence, Venture Capital, Business Strategy, Financial Modeling, Strategic Planning, Business Development, Investor Relations, Asset Managment, Entrepreneurship, Financial Analysis, Executive Management, Investment Banking, Business Planning, Capital Markets, New Business Development, Valuation, Risk Management, French, Mergers & Acquisitions, Restructuring, Finance, Financial Structuring, Start-ups, Asset Management
Education
Robert H.Smith School of Business (University of Maryland) 2005 — 2007
Macro Economics and finance
Cambridge International University 1988 — 1993
Master of Business Administration (MBA), Ph.d, Finance, General, Economics
Naval Post-Graduate School 1977 — 1979
MA, Securities Studies
Alma College 1968 — 1972
BA Political Science
A.C.Stanfield January 2015 - Present
Stanfield Global December 2004 - Present
Salomon Smith Barney 1998 - 2004
Shearson Lehman 1990 - 1998
American Savings & Loan 1984 - 1988
E.F.Hutton & Company 1981 - 1984
First Boston Corporation 1979 - 1981
Skills
speaks French, speaks Arabic, speaks Farsi, Private Equity, Investments, Mergers, Due Diligence, Venture Capital, Business Strategy, Financial Modeling, Strategic Planning, Business Development, Investor Relations, Asset Managment, Entrepreneurship, Financial Analysis, Executive Management, Investment Banking, Business Planning, Capital Markets, New Business Development, Valuation, Risk Management, French, Mergers & Acquisitions, Restructuring, Finance, Financial Structuring, Start-ups, Asset Management
Education
Robert H.Smith School of Business (University of Maryland) 2005 — 2007
Macro Economics and finance
Cambridge International University 1988 — 1993
Master of Business Administration (MBA), Ph.d, Finance, General, Economics
Naval Post-Graduate School 1977 — 1979
MA, Securities Studies
Alma College 1968 — 1972
BA Political Science
Melissa Kahn Melissa Kahn's Salomon Smith Barney Experience March 1999 - February 2001
Job Director of Community Relations
Industry Restaurants
Experience
Stage 62 December 2014 - Present
Jewish Family & Community Services January 2013 - December 2014
American Cancer Society February 2012 - November 2012
FORTUNE PERSONNEL CONSULTANTS - FPC of Naples April 2010 - March 2012
Center for the Constitution at James Madison's Montpelier 2005 - 2007
Woodberry Forest School Ropes Course Program 2005 - 2007
MK Catering and Events 2002 - 2005
Capco January 2001 - January 2002
Salomon Smith Barney March 1999 - February 2001
Grant Peters Associates January 1995 - January 1999
Skills
Fundraising, Non-profits, Teaching, Social Media, Public Speaking, Community Outreach, Team Building, Volunteer Management, Advertising, Budgets, Strategic Planning, Community Development, Leadership Development, Leadership, Training, Talent Management, Program Management, Event Planning, Recruiting, Program Development, Marketing, Public Relations, Management, Human Resources, Grant Writing, Nonprofits, Event Management, Social Networking
Education
American University 1992 — 1994
MA, American Literature
ST. ANDREWS UNIVERSITY 1989 — 1990
Kenyon College 1986 — 1990
BA, English
Stage 62 December 2014 - Present
Jewish Family & Community Services January 2013 - December 2014
American Cancer Society February 2012 - November 2012
FORTUNE PERSONNEL CONSULTANTS - FPC of Naples April 2010 - March 2012
Center for the Constitution at James Madison's Montpelier 2005 - 2007
Woodberry Forest School Ropes Course Program 2005 - 2007
MK Catering and Events 2002 - 2005
Capco January 2001 - January 2002
Salomon Smith Barney March 1999 - February 2001
Grant Peters Associates January 1995 - January 1999
Skills
Fundraising, Non-profits, Teaching, Social Media, Public Speaking, Community Outreach, Team Building, Volunteer Management, Advertising, Budgets, Strategic Planning, Community Development, Leadership Development, Leadership, Training, Talent Management, Program Management, Event Planning, Recruiting, Program Development, Marketing, Public Relations, Management, Human Resources, Grant Writing, Nonprofits, Event Management, Social Networking
Education
American University 1992 — 1994
MA, American Literature
ST. ANDREWS UNIVERSITY 1989 — 1990
Kenyon College 1986 — 1990
BA, English
Fred Green Fred Green's Salomon Smith Barney Experience May 1997 - January 2001
Job Math Teacher at Trenton Board of Education
Industry Education Management
Experience
Trenton Board of Education January 2011 - Present
Salomon Smith Barney May 1997 - January 2001
Skills
Investments, Portfolio Management, Sales Management, Customer Service, Finance, Research, Equities, Mutual Funds, Financial Advisory, Leadership, Business Strategy, Curriculum Design, Public Speaking, Fundraising, Higher Education, Coaching, Team Building, Program Management, Leadership Development, Management
Education
Boston University 2012 — 2015
Master's degree, Finance, General
Virginia State University 1993 — 1997
BS, Economics
Trenton Board of Education January 2011 - Present
Salomon Smith Barney May 1997 - January 2001
Skills
Investments, Portfolio Management, Sales Management, Customer Service, Finance, Research, Equities, Mutual Funds, Financial Advisory, Leadership, Business Strategy, Curriculum Design, Public Speaking, Fundraising, Higher Education, Coaching, Team Building, Program Management, Leadership Development, Management
Education
Boston University 2012 — 2015
Master's degree, Finance, General
Virginia State University 1993 — 1997
BS, Economics
Scott Sibley Scott Sibley's Salomon Smith Barney Experience November 1998 - October 2000
Job Senior Vice President, Investments
Industry Financial Services
Experience
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Raymond James November 2007 - Present
Janney Montgomery Scott November 2000 - November 2007
Salomon Smith Barney November 1998 - October 2000
Prudential Securities Inc. November 1994 - January 1998
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Securities, Mutual Funds, Portfolio Management, Investments, Alternative Investments, Equities, Investment Strategies, Retirement, Strategic Financial..., Fixed Income
Education
Birmingham-Southern College 1982 — 1985
Bachelor of Business Administration (B.B.A.)
Jeanette Camat Jeanette Camat's Salomon Smith Barney Experience September 1998 - July 2000
Job A/PAdministrative Assistant at Market Supply Company
Industry Food & Beverages
Experience
Market Supply Company September 2004 - Present
Wedbush Securities February 2003 - September 2004
Salomon Smith Barney September 1998 - July 2000
Skills
Invoicing, Customer Service, Accounts Receivable, Microsoft Excel, Administrative..., Accounts Payable, Inventory Management, Office Management, Administrative Support, Administration, Excel, Event Planning, Expenses, Billing, Outlook, Hiring, Merchandising, Payments, Retail, Benefits, Word, Fax
Education
Linn Benton Community College
Travel Institute of the Pacific
Diploma, Airline/Travel agency management
Market Supply Company September 2004 - Present
Wedbush Securities February 2003 - September 2004
Salomon Smith Barney September 1998 - July 2000
Skills
Invoicing, Customer Service, Accounts Receivable, Microsoft Excel, Administrative..., Accounts Payable, Inventory Management, Office Management, Administrative Support, Administration, Excel, Event Planning, Expenses, Billing, Outlook, Hiring, Merchandising, Payments, Retail, Benefits, Word, Fax
Education
Linn Benton Community College
Travel Institute of the Pacific
Diploma, Airline/Travel agency management
Donna Burgess Dick Donna Burgess Dick's Salomon Smith Barney Experience 1997 - 1998
Job Library Media Specialist at Prince George's County Public Schools
Industry Primary/Secondary Education
Experience
Prince George's County Public Schools August 2015 - Present
Prince George's County Public Schools November 2007 - Present
Noelle-Elaine Media, Inc. 2006 - Present
Scholastic 2004 - 2005
Minority Corporate Counsel Association 2000 - 2005
Black Enterprise 2002 - 2004
Black Enterprise 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Smith Barney 1994 - 1996
Christie's 1980 - 1993
Skills
Corporate Communications, Marketing, Media Relations, Press Releases, Publishing, Blogging, Public Relations, Public Speaking, Editing, Newsletters, Management, Nonprofits, Social Media, Publicity, Journalism, Writing, Video Production, Magazines
Education
McDaniel College 2013 — 2015
Master of Science (M.S.), School Library Media
Baruch College, City University of New York (CUNY)
Montclair State University
B.A., English
United Nations International School
Prince George's County Public Schools August 2015 - Present
Prince George's County Public Schools November 2007 - Present
Noelle-Elaine Media, Inc. 2006 - Present
Scholastic 2004 - 2005
Minority Corporate Counsel Association 2000 - 2005
Black Enterprise 2002 - 2004
Black Enterprise 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Smith Barney 1994 - 1996
Christie's 1980 - 1993
Skills
Corporate Communications, Marketing, Media Relations, Press Releases, Publishing, Blogging, Public Relations, Public Speaking, Editing, Newsletters, Management, Nonprofits, Social Media, Publicity, Journalism, Writing, Video Production, Magazines
Education
McDaniel College 2013 — 2015
Master of Science (M.S.), School Library Media
Baruch College, City University of New York (CUNY)
Montclair State University
B.A., English
United Nations International School
Lynn Brandenburg Lynn Brandenburg's Salomon Smith Barney Experience January 1993 - January 2001
Job First Vice PresidentInvestment Officer, Senior PIM Portfolio Manager at Wells Fargo Advisors,
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Salomon Smith Barney January 1993 - January 2001
AutoSuperMall.Com March 1996 - January 1998
Santa Barbara Currents Magazine March 1989 - January 1992
West Coast Real Estate Magazine May 1988 - January 1992
Education
Boston University
The Boston Institute of Finance: Personal Financial Management-Executive Course
University of Pennsylvania - The Wharton School
Investment Related Executive Course
Weber State University
Economics & History
Wells Fargo Advisors, LLC January 2001 - Present
Salomon Smith Barney January 1993 - January 2001
AutoSuperMall.Com March 1996 - January 1998
Santa Barbara Currents Magazine March 1989 - January 1992
West Coast Real Estate Magazine May 1988 - January 1992
Education
Boston University
The Boston Institute of Finance: Personal Financial Management-Executive Course
University of Pennsylvania - The Wharton School
Investment Related Executive Course
Weber State University
Economics & History
Shirl Penney's Salomon Smith Barney Experience June 1999 - June 2005
Job President, Chief Executive Officer at Dynasty Financial Partners
Industry Financial Services
Experience
Dynasty Financial Partners November 2010 - Present
Citigroup June 2005 - August 2008
Citigroup January 2007 - June 2008
Salomon Smith Barney June 1999 - June 2005
Education
Bates College 1995 — 1999
Bachelor of Science (BS), Economics
Bates College 1995 — 1999
Bachelors of Science with Major in Economics
Dynasty Financial Partners November 2010 - Present
Citigroup June 2005 - August 2008
Citigroup January 2007 - June 2008
Salomon Smith Barney June 1999 - June 2005
Education
Bates College 1995 — 1999
Bachelor of Science (BS), Economics
Bates College 1995 — 1999
Bachelors of Science with Major in Economics
Colin Larsen Colin Larsen's Salomon Smith Barney Experience May 2000 - November 2003
Job Director of Personal Financial Strategies at Colton Groome & Company
Industry Financial Services
Experience
Colton Groome & Company March 2004 - Present
Salomon Smith Barney May 2000 - November 2003
Blue Giant Equipment Corporation 1984 - 1998
Education
The American College 2005 — 2007
CFP (R), Certified Financial Planner designation
York University - Schulich School of Business 1984 — 1986
MBA, Finance & Marketing
Auburn University 1981 — 1983
B. Sc., Pre-Dentistry
St. Andrew's College 1973 — 1977
Colton Groome & Company March 2004 - Present
Salomon Smith Barney May 2000 - November 2003
Blue Giant Equipment Corporation 1984 - 1998
Education
The American College 2005 — 2007
CFP (R), Certified Financial Planner designation
York University - Schulich School of Business 1984 — 1986
MBA, Finance & Marketing
Auburn University 1981 — 1983
B. Sc., Pre-Dentistry
St. Andrew's College 1973 — 1977
Arzu Bozbas Hester Arzu Bozbas Hester's Salomon Smith Barney Experience January 1997 - January 1999
Job VP Operations at Citigroup
Industry Financial Services
Experience
Citigroup October 2011 - Present
J.P. Morgan December 2007 - July 2009
Citibank New York, NA January 1999 - December 2007
Salomon Smith Barney January 1997 - January 1999
Hamilton Bank January 1992 - January 1997
Skills
Finance, Equities, Banking, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Financial Risk, Credit, Investment Banking, Financial Services, Business Analysis, Asset Management
Education
Nova Southeastern University 1997 — 1999
MBA, Leadership
Ankara Üniversitesi 1983 — 1987
BS, Finance
Citigroup October 2011 - Present
J.P. Morgan December 2007 - July 2009
Citibank New York, NA January 1999 - December 2007
Salomon Smith Barney January 1997 - January 1999
Hamilton Bank January 1992 - January 1997
Skills
Finance, Equities, Banking, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Financial Risk, Credit, Investment Banking, Financial Services, Business Analysis, Asset Management
Education
Nova Southeastern University 1997 — 1999
MBA, Leadership
Ankara Üniversitesi 1983 — 1987
BS, Finance
Dwayne Bell Dwayne Bell's Salomon Smith Barney Experience April 1999 - March 2002
Job Financial Analyst United States Air Force
Industry Aviation & Aerospace
Experience
United States Air Force December 2004 - Present
MASS MUTUAL Securities January 2004 - November 2004
Wachovia Bank March 2002 - November 2003
Salomon Smith Barney April 1999 - March 2002
Education
Albertus Magnus College 1997 — 1999
United States Air Force December 2004 - Present
MASS MUTUAL Securities January 2004 - November 2004
Wachovia Bank March 2002 - November 2003
Salomon Smith Barney April 1999 - March 2002
Education
Albertus Magnus College 1997 — 1999
Jeff Bolin Jeff Bolin's Salomon Smith Barney Experience June 2000 - July 2001
Job AVP Corporate Treasury
Industry Financial Services
Experience
MUFG Americas October 2013 - Present
Smart and Final October 2012 - October 2013
Smart and Final November 2008 - October 2012
Leiner Health Products March 2008 - November 2008
Honda of America - Finance January 2008 - March 2008
Castle & Cooke, INC June 2007 - October 2007
Indymac Bank October 2005 - June 2007
Universal Pictures July 2002 - September 2005
Salomon Smith Barney June 2000 - July 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Forecasting, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Strategic Financial..., Budgets, Asset Managment, Mergers, Cash Flow, Variance Analysis, Bloomberg, Start-ups, Financial Forecasting, Managerial Finance, Structured Finance, Cash Flow Forecasting, Cash Management, Business Planning, Income Statement, Business Valuation, Financial Statements, Fixed Income, Finance, Banking, Strategy, Sarbanes-Oxley Act, Access, SAP, Financial Accounting, GAAP, Strategic Planning, Loans, Analysis, Portfolio Management, Investments
Education
CFA Level 3 Candidate 2012 — 2012
Finance
Investment Banking Institute 2011 — 2011
University of California, Los Angeles 2007 — 2009
Award, Accounting
Arizona State University - W. P. Carey School of Business 1996 — 2000
B.S, Management
MUFG Americas October 2013 - Present
Smart and Final October 2012 - October 2013
Smart and Final November 2008 - October 2012
Leiner Health Products March 2008 - November 2008
Honda of America - Finance January 2008 - March 2008
Castle & Cooke, INC June 2007 - October 2007
Indymac Bank October 2005 - June 2007
Universal Pictures July 2002 - September 2005
Salomon Smith Barney June 2000 - July 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Forecasting, Corporate Finance, Financial Reporting, Due Diligence, Accounting, Strategic Financial..., Budgets, Asset Managment, Mergers, Cash Flow, Variance Analysis, Bloomberg, Start-ups, Financial Forecasting, Managerial Finance, Structured Finance, Cash Flow Forecasting, Cash Management, Business Planning, Income Statement, Business Valuation, Financial Statements, Fixed Income, Finance, Banking, Strategy, Sarbanes-Oxley Act, Access, SAP, Financial Accounting, GAAP, Strategic Planning, Loans, Analysis, Portfolio Management, Investments
Education
CFA Level 3 Candidate 2012 — 2012
Finance
Investment Banking Institute 2011 — 2011
University of California, Los Angeles 2007 — 2009
Award, Accounting
Arizona State University - W. P. Carey School of Business 1996 — 2000
B.S, Management
Jane Cockrill Lewis Jane Cockrill Lewis's Salomon Smith Barney Experience 1980 - 1985
Job Executive Coach at Lewis Consulting, LLC
Industry Management Consulting
Experience
Waldron September 2006 - Present
Lewis Consulting, LLC October 2003 - Present
Herring/Newman Advertising 1992 - 1997
Cole & Weber 1991 - 1992
IBM 1985 - 1989
Salomon Smith Barney 1980 - 1985
Skills
Leadership Development, Strategy, Organizational..., Executive Coaching, Talent Management, Organizational Design, Organizational..., Leadership, Employee Engagement, Workshop Facilitation, Performance Management, Change Management, Coaching
Education
Antioch University Seattle 2001 — 2004
Masters, Organizational Psychology
Seattle University 1978 — 1982
BA, Social Sciences
Waldron September 2006 - Present
Lewis Consulting, LLC October 2003 - Present
Herring/Newman Advertising 1992 - 1997
Cole & Weber 1991 - 1992
IBM 1985 - 1989
Salomon Smith Barney 1980 - 1985
Skills
Leadership Development, Strategy, Organizational..., Executive Coaching, Talent Management, Organizational Design, Organizational..., Leadership, Employee Engagement, Workshop Facilitation, Performance Management, Change Management, Coaching
Education
Antioch University Seattle 2001 — 2004
Masters, Organizational Psychology
Seattle University 1978 — 1982
BA, Social Sciences
Diana Vanacore Diana Vanacore's Salomon Smith Barney Experience October 1988 - May 2000
Job Computer Networking Professional
Industry Computer Networking
Experience
Salomon Smith Barney October 1988 - May 2000
saloman smith barney 1988 - 2000
Self Employed September 1988 - May 1999
salomon bros 1988 - 1999
citigroup 1988 - 1998
Education
Bergen Community College 1981 — 1983
Associate, Business Management
Salomon Smith Barney October 1988 - May 2000
saloman smith barney 1988 - 2000
Self Employed September 1988 - May 1999
salomon bros 1988 - 1999
citigroup 1988 - 1998
Education
Bergen Community College 1981 — 1983
Associate, Business Management
Lauri Ballin Lauri Ballin's Salomon Smith Barney Experience June 2008 - August 2008
Job New Business and Renewal Associate at Compain Anderson Azar
Industry Financial Services
Experience
Compain Anderson Azar October 2010 - Present
Active International April 2010 - May 2010
Salomon Smith Barney June 2008 - August 2008
Skills
Portfolio Management, Advertising, New Business Development, Insurance, Recruiting, Account Management, Leadership, Microsoft Office
Education
Binghamton University 2005 — 2009
Binghamton University 2005 — 2009
B.S., Financial Economics
Compain Anderson Azar October 2010 - Present
Active International April 2010 - May 2010
Salomon Smith Barney June 2008 - August 2008
Skills
Portfolio Management, Advertising, New Business Development, Insurance, Recruiting, Account Management, Leadership, Microsoft Office
Education
Binghamton University 2005 — 2009
Binghamton University 2005 — 2009
B.S., Financial Economics
Sue Wisniewski Sue Wisniewski's Salomon Smith Barney Experience August 2000 - December 2000
Job Project Manager at Lesley University
Industry Higher Education
Experience
Lesley University September 2012 - Present
Lesley University June 2007 - September 2012
Lesley University 2003 - 2008
Salomon Smith Barney August 2000 - December 2000
Skills
Teaching, Training, Social Media, Research, Nonprofits, Program Development, Customer Service, Team Leadership, Student Affairs, Editing, Volunteer Management, Public Speaking, Fundraising, Adult Education, Professional...
Education
Bloomsburg University of Pennsylvania 1995 — 1997
Bachelor of Arts, Geography and Environmental Planning
Northampton Community College 1992 — 1994
Certificate of Travel, Travel and Tourism
Lesley University
Masters of Education, Early Childhood Education and Teaching, Pre-K thru 2nd
Lesley University September 2012 - Present
Lesley University June 2007 - September 2012
Lesley University 2003 - 2008
Salomon Smith Barney August 2000 - December 2000
Skills
Teaching, Training, Social Media, Research, Nonprofits, Program Development, Customer Service, Team Leadership, Student Affairs, Editing, Volunteer Management, Public Speaking, Fundraising, Adult Education, Professional...
Education
Bloomsburg University of Pennsylvania 1995 — 1997
Bachelor of Arts, Geography and Environmental Planning
Northampton Community College 1992 — 1994
Certificate of Travel, Travel and Tourism
Lesley University
Masters of Education, Early Childhood Education and Teaching, Pre-K thru 2nd
Indira Penson's Salomon Smith Barney Experience 1998 - April 2002
Job
Industry Consumer Goods
Experience
Blackstone Industries, LLC June 2015 - Present
Goodrich ISR/United Technologies Aerospace Systems July 2010 - June 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing/Chipton Ross September 2009 - December 2009
Boeing February 2008 - February 2009
Trompeter Semflex/Emerson Connectivity August 2007 - February 2008
Honeywell Engines and Arrow Electronics/Manpower Professional February 2006 - August 2007
Simula/BAE Systems/Lakeshore Staffing October 2005 - January 2006
ITT Avionics January 2005 - August 2005
Kirker Enterprises March 2003 - April 2004
Salomon Smith Barney 1998 - April 2002
Skills
Supplier Development, MRP, SAP, Continuous Improvement, Manufacturing, Aerospace, Procurement, Supplier Negotiation, Purchasing, Supply Management, Bilingual-Spanish, ERP, Strategic Sourcing, Logistics, Defense, ACE, Purchasing Processes, Supplier Sourcing, EDI, Oracle Applications, OTIF, Oracle SCM, ISO 9100, SAP Implementation, Inventory Analysis, Employee Training, Supply Chain, Six Sigma
Education
Ashford University 2007 — 2009
BA, Organizational Management
Mercy College 1995 — 1997
AS, Liberal Arts and Criminal Justice
Blackstone Industries, LLC June 2015 - Present
Goodrich ISR/United Technologies Aerospace Systems July 2010 - June 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing/Chipton Ross September 2009 - December 2009
Boeing February 2008 - February 2009
Trompeter Semflex/Emerson Connectivity August 2007 - February 2008
Honeywell Engines and Arrow Electronics/Manpower Professional February 2006 - August 2007
Simula/BAE Systems/Lakeshore Staffing October 2005 - January 2006
ITT Avionics January 2005 - August 2005
Kirker Enterprises March 2003 - April 2004
Salomon Smith Barney 1998 - April 2002
Skills
Supplier Development, MRP, SAP, Continuous Improvement, Manufacturing, Aerospace, Procurement, Supplier Negotiation, Purchasing, Supply Management, Bilingual-Spanish, ERP, Strategic Sourcing, Logistics, Defense, ACE, Purchasing Processes, Supplier Sourcing, EDI, Oracle Applications, OTIF, Oracle SCM, ISO 9100, SAP Implementation, Inventory Analysis, Employee Training, Supply Chain, Six Sigma
Education
Ashford University 2007 — 2009
BA, Organizational Management
Mercy College 1995 — 1997
AS, Liberal Arts and Criminal Justice
Eduardo Molina's Salomon Smith Barney Experience June 2001 - August 2001
Job Associate Director Marketing Novartis Oncology
Industry Pharmaceuticals
Experience
Novartis November 2013 - Present
Novartis January 2013 - June 2013
Novartis February 2012 - January 2013
Novartis June 2010 - February 2012
Novartis September 2009 - June 2010
Eli Lilly & Company June 2008 - August 2008
Laboratorios La Sante June 2004 - May 2007
Inverlink August 2003 - June 2004
Stop & Shop June 2002 - August 2003
Salomon Smith Barney June 2001 - August 2001
Skills
Cross-functional Team..., Pharmaceutical Industry, Finance, Oncology, Marketing Strategy, Marketing, Sales, Healthcare Information..., Hematology, Generic Drugs, Market Access, Product Management, Strategy, Market Analysis, Leadership, Management, Financial Modeling, Project Management, Segmentation, Business Planning, Corporate Finance, Product Launch, Competitive Analysis, Brand Management, Mergers & Acquisitions, Strategic Planning, Business Strategy
Education
The Wharton School 2007 — 2009
MBA, Finance, Marketing
University of Pennsylvania 2007 — 2009
MA, International Studies - Focus in Latin America and Brazil
University of Pennsylvania - The Lauder Institute 2007 — 2009
Master of Arts (M.A.), International/Global Studies
Boston University 1998 — 2002
BSBA, Management/Economics
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance, Economics
Gimnasio La Colina 1990 — 1998
Novartis November 2013 - Present
Novartis January 2013 - June 2013
Novartis February 2012 - January 2013
Novartis June 2010 - February 2012
Novartis September 2009 - June 2010
Eli Lilly & Company June 2008 - August 2008
Laboratorios La Sante June 2004 - May 2007
Inverlink August 2003 - June 2004
Stop & Shop June 2002 - August 2003
Salomon Smith Barney June 2001 - August 2001
Skills
Cross-functional Team..., Pharmaceutical Industry, Finance, Oncology, Marketing Strategy, Marketing, Sales, Healthcare Information..., Hematology, Generic Drugs, Market Access, Product Management, Strategy, Market Analysis, Leadership, Management, Financial Modeling, Project Management, Segmentation, Business Planning, Corporate Finance, Product Launch, Competitive Analysis, Brand Management, Mergers & Acquisitions, Strategic Planning, Business Strategy
Education
The Wharton School 2007 — 2009
MBA, Finance, Marketing
University of Pennsylvania 2007 — 2009
MA, International Studies - Focus in Latin America and Brazil
University of Pennsylvania - The Lauder Institute 2007 — 2009
Master of Arts (M.A.), International/Global Studies
Boston University 1998 — 2002
BSBA, Management/Economics
Boston University Questrom School of Business 1998 — 2002
BSBA, Finance, Economics
Gimnasio La Colina 1990 — 1998
Jeremy Paul Jeremy Paul's Salomon Smith Barney Experience March 1997 - January 2001
Job Managing Partner, RLP Wealth Advisors, LLC
Industry Financial Services
Experience
RLP Wealth Advisors, LLC January 2001 - Present
Salomon Smith Barney March 1997 - January 2001
Starr & Holman, LLP November 1994 - March 1997
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Advisory, Strategy, Portfolio Management, Securities, 401k, Management, Wealth, Asset Managment
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD
University of Maryland College Park 1987 — 1991
Bachelor of Science, Finance
New Rochelle High School 1983 — 1987
RLP Wealth Advisors, LLC January 2001 - Present
Salomon Smith Barney March 1997 - January 2001
Starr & Holman, LLP November 1994 - March 1997
Skills
Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Financial Advisory, Strategy, Portfolio Management, Securities, 401k, Management, Wealth, Asset Managment
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1991 — 1994
JD
University of Maryland College Park 1987 — 1991
Bachelor of Science, Finance
New Rochelle High School 1983 — 1987
Carlos Leute's Salomon Smith Barney Experience September 1998 - February 2000
Job Associate Director at UBS Financial Services Incorporated of Puerto Rico
Industry Financial Services
Experience
UBS Financial Services Incorporated of Puerto Rico February 2000 - Present
Salomon Smith Barney September 1998 - February 2000
ESJ Towers January 1996 - August 1998
Palmas del Mar Resort May 1995 - December 1995
Hernandez Metal Fabricators October 1993 - March 1994
BASF 1991 - 1993
Wellesley Inn on the Square March 1990 - May 1991
Natick Hilton June 1987 - February 1990
Burlington Holiday Inn June 1986 - September 1986
Skills
Performance Measurement, APX, Investments, Customer Service, Wealth Management, Equities, Fixed Income, Wilshire Abacus, Portfolio Management, Alternative Investments, Marketing, Asset Management, Series 7, Asset Allocation, Investment Management, Capital Markets
Education
Babson College 1985 — 1989
BS, Management
Chapel High School 1983 — 1985
High School, US and Brazilian HS degrees
Baldwin School 1978 — 1983
UBS Financial Services Incorporated of Puerto Rico February 2000 - Present
Salomon Smith Barney September 1998 - February 2000
ESJ Towers January 1996 - August 1998
Palmas del Mar Resort May 1995 - December 1995
Hernandez Metal Fabricators October 1993 - March 1994
BASF 1991 - 1993
Wellesley Inn on the Square March 1990 - May 1991
Natick Hilton June 1987 - February 1990
Burlington Holiday Inn June 1986 - September 1986
Skills
Performance Measurement, APX, Investments, Customer Service, Wealth Management, Equities, Fixed Income, Wilshire Abacus, Portfolio Management, Alternative Investments, Marketing, Asset Management, Series 7, Asset Allocation, Investment Management, Capital Markets
Education
Babson College 1985 — 1989
BS, Management
Chapel High School 1983 — 1985
High School, US and Brazilian HS degrees
Baldwin School 1978 — 1983
Ruben Borges Ruben Borges's Salomon Smith Barney Experience June 2001 - June 2002
Job Global Communications & Collaboration Delivery Consultant
Industry Investment Banking
Experience
MetLife July 2012 - Present
Deutsche Bank August 2010 - July 2012
Washington Mutual / WaMu May 2004 - January 2009
Salomon Smith Barney June 2001 - June 2002
Salomon Smith Barney July 1998 - June 2001
Education
City University of New York 2008 — 2012
Communication and Advertising Design
Borough of Manhattan Community College 2004 — 2007
AA, English Literature
MetLife July 2012 - Present
Deutsche Bank August 2010 - July 2012
Washington Mutual / WaMu May 2004 - January 2009
Salomon Smith Barney June 2001 - June 2002
Salomon Smith Barney July 1998 - June 2001
Education
City University of New York 2008 — 2012
Communication and Advertising Design
Borough of Manhattan Community College 2004 — 2007
AA, English Literature
Kristy Giardino's Salomon Smith Barney Experience 1997 - 2003
Job Owner of Milestone Events by Kristy
Industry Events Services
Experience
FMS Wertmanagement Service GmbH October 2013 - Present
Milestone Events by Kristy May 2009 - Present
Depfa Bank June 2004 - October 2013
Catequil Asset Management 2003 - 2004
Salomon Smith Barney 1997 - 2003
Skills
Corporate Events, Customer Service, Equities, Event Management, Event Planning, Management, Marketing, Portfolio Management, Sales, Social Media, Social Media Marketing, Social Networking, Wedding Planning, Weddings
Education
City University of New York-Brooklyn College 2002 — 2005
Business Management
Borough of Manhattan Community College 1999 — 2002
AS, Business Management
FMS Wertmanagement Service GmbH October 2013 - Present
Milestone Events by Kristy May 2009 - Present
Depfa Bank June 2004 - October 2013
Catequil Asset Management 2003 - 2004
Salomon Smith Barney 1997 - 2003
Skills
Corporate Events, Customer Service, Equities, Event Management, Event Planning, Management, Marketing, Portfolio Management, Sales, Social Media, Social Media Marketing, Social Networking, Wedding Planning, Weddings
Education
City University of New York-Brooklyn College 2002 — 2005
Business Management
Borough of Manhattan Community College 1999 — 2002
AS, Business Management
Jennifer Hersh Jennifer Hersh's Salomon Smith Barney Experience September 1998 - February 2007
Job Vice President, Financial Advisor at Merrill Lynch CRPC, CDFA
Industry Financial Services
Experience
Merrill Lynch February 2007 - Present
Salomon Smith Barney September 1998 - February 2007
Skills
Retirement Planning, Wealth Management, Separately Managed..., 401k Rollovers, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., 401k, Asset Management, Asset Allocation, Alternative Investments, Commercial Lending, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Strategies, IRAs, Mutual Funds, Relationship Management, Securities, Series 7, Series 63, Wealth Management..., Investments, Financial Analysis, Capital Markets, Small Business, Finance, Retirement, Commercial Banking, Wealth
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Marketing
Merrill Lynch February 2007 - Present
Salomon Smith Barney September 1998 - February 2007
Skills
Retirement Planning, Wealth Management, Separately Managed..., 401k Rollovers, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., 401k, Asset Management, Asset Allocation, Alternative Investments, Commercial Lending, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Strategies, IRAs, Mutual Funds, Relationship Management, Securities, Series 7, Series 63, Wealth Management..., Investments, Financial Analysis, Capital Markets, Small Business, Finance, Retirement, Commercial Banking, Wealth
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Marketing
Dina Connor Dina Connor's Salomon Smith Barney Experience July 1997 - July 1999
Job Talent and Operations Director at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY September 2014 - Present
The Parthenon Group June 2007 - August 2014
The Parthenon Group September 2003 - June 2007
Mainspring 1999 - 2001
Salomon Smith Barney July 1997 - July 1999
Skills
Management Consulting, Corporate Development, Strategy, Due Diligence, Financial Modeling, Private Equity, Competitive Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Boston College 1993 — 1997
BS, Finance
Parthenon-EY September 2014 - Present
The Parthenon Group June 2007 - August 2014
The Parthenon Group September 2003 - June 2007
Mainspring 1999 - 2001
Salomon Smith Barney July 1997 - July 1999
Skills
Management Consulting, Corporate Development, Strategy, Due Diligence, Financial Modeling, Private Equity, Competitive Analysis
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Boston College 1993 — 1997
BS, Finance
Timothy Cope's Salomon Smith Barney Experience September 1998 - September 1999
Job Software Architect at Origami Risk LLC
Industry Computer Software
Experience
Origami Risk LLC November 2008 - Present
Marsh April 2004 - October 2008
CS STARS October 1999 - April 2004
Salomon Smith Barney September 1998 - September 1999
Computer Associates June 1997 - September 1998
AG Commications Systems May 1994 - June 1997
Skills
Agile Methodologies, C#, Integration, ASP.NET, Java, Databases, Web Applications, C++, Web Development, Enterprise Architecture, Test Driven Development, Enterprise Software, Microsoft SQL Server, SQL, .NET, Business Intelligence, Software Development
Education
Arizona State University 1989 — 1994
BSE
Origami Risk LLC November 2008 - Present
Marsh April 2004 - October 2008
CS STARS October 1999 - April 2004
Salomon Smith Barney September 1998 - September 1999
Computer Associates June 1997 - September 1998
AG Commications Systems May 1994 - June 1997
Skills
Agile Methodologies, C#, Integration, ASP.NET, Java, Databases, Web Applications, C++, Web Development, Enterprise Architecture, Test Driven Development, Enterprise Software, Microsoft SQL Server, SQL, .NET, Business Intelligence, Software Development
Education
Arizona State University 1989 — 1994
BSE
Shanel Wallace's Salomon Smith Barney Experience October 2000 - May 2001
Job Junior Project Manager
Industry Professional Training & Coaching
Experience
Tufts Health Plan October 2013 - Present
Stellar Peaks March 2010 - Present
Confidential April 2010 - 2013
Regal Wine Company September 2001 - January 2009
Kendall-Jackson Wine Estates September 2001 - January 2009
Salomon Smith Barney October 2000 - May 2001
The Cirius Group January 1999 - October 2000
Skills
Marketing, Sales, Training, Leadership, Brand Management, Customer Retention, Entrepreneurship, Public Speaking, Management, Leadership Development, Account Management, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Event Management, Event Planning, Meeting Facilitation, UAT Coordination, Sales Operations, Brand Development, Office Management, Social Media Marketing, Team Leadership, Direct Sales, Pricing, Lead Generation, Beverage Industry, New Business Development, Public Relations, Salesforce.com, Administrative..., Wine, Project Management, Youth Mentoring, Mentoring Of Staff, Office Administration, Merchandising, Big-picture Thinking, Key Account Management, Product Marketing, Business Development, Sales Presentations, Defect Tracking, SDLC, Conflict Resolution, Consultancy Services, Emotional Intelligence
Education
Biola University 1990 — 1994
Bachelor of Arts (B.A.)
Tufts Health Plan October 2013 - Present
Stellar Peaks March 2010 - Present
Confidential April 2010 - 2013
Regal Wine Company September 2001 - January 2009
Kendall-Jackson Wine Estates September 2001 - January 2009
Salomon Smith Barney October 2000 - May 2001
The Cirius Group January 1999 - October 2000
Skills
Marketing, Sales, Training, Leadership, Brand Management, Customer Retention, Entrepreneurship, Public Speaking, Management, Leadership Development, Account Management, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Event Management, Event Planning, Meeting Facilitation, UAT Coordination, Sales Operations, Brand Development, Office Management, Social Media Marketing, Team Leadership, Direct Sales, Pricing, Lead Generation, Beverage Industry, New Business Development, Public Relations, Salesforce.com, Administrative..., Wine, Project Management, Youth Mentoring, Mentoring Of Staff, Office Administration, Merchandising, Big-picture Thinking, Key Account Management, Product Marketing, Business Development, Sales Presentations, Defect Tracking, SDLC, Conflict Resolution, Consultancy Services, Emotional Intelligence
Education
Biola University 1990 — 1994
Bachelor of Arts (B.A.)
Gautam Sobti Gautam Sobti's Salomon Smith Barney Experience January 2000 - November 2000
Job Derivatives Trading Specialist at optionsXpress by Charles Schwab
Industry Financial Services
Experience
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
optionsXpress January 2015 - Present
DeVry University April 2011 - January 2015
ITT Technical Institute September 2009 - April 2011
UBS Financial Services November 2000 - May 2009
Salomon Smith Barney January 2000 - November 2000
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Benedictine University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Monica Simpson Monica Simpson's Salomon Smith Barney Experience March 2003 - March 2006
Job Financial Consultant at T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
Bobby V. Kolev's Salomon Smith Barney Experience 1998 - 2002
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Morgan Stanley 2012 - Present
Deutsche Bank 2010 - 2012
Oppenheimer & Co. 2008 - 2010
Lehman Brothers 2002 - 2008
Salomon Smith Barney 1998 - 2002
Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Derivatives, Investment Banking, Series 7, Investments, Asset Managment, Portfolio Management, FX Options, Valuation, Options, Structured Products, Investment Strategies, Trading, Wealth Management, Bonds, Investment Management, Electronic Trading, Cash Management, Due Diligence, Banking
Education
City University of New York-Baruch College 1995 — 1999
BBA, Finance, Economics, Accounting
Dawna Larson's Salomon Smith Barney Experience May 2002 - March 2006
Job Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Raymond James November 2008 - Present
UBS Financial Svc Inc March 2006 - November 2008
Salomon Smith Barney May 2002 - March 2006
Everen Securities 1997 - 1999
Skills
Investments, Series 7, Securities, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Services, Investment Advisory
Education
Angelo State University 1980 — 1985
James Madison High School 1976 — 1980
Dante Coronado Dante Coronado's Salomon Smith Barney Experience September 2004 - February 2006
Job Latin America Regional Controller
Industry Financial Services
Experience
TNA March 2006 - Present
SALOMON SMITH BARNEY September 2004 - February 2006
Brown Brothers Harriman April 2001 - August 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
TNA March 2006 - Present
SALOMON SMITH BARNEY September 2004 - February 2006
Brown Brothers Harriman April 2001 - August 2004
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Account Reconciliation, Tax, Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Jennifer A. Scognamiglio Jennifer A. Scognamiglio's Salomon Smith Barney Experience April 2002 - November 2006
Job Vice PresidentMarket Sales Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Citibank November 2006 - June 2013
Salomon Smith Barney April 2002 - November 2006
Prudential Securities April 1993 - April 2002
Skills
Series 7, Finance, Investments, Portfolio Management, Wealth Management, Financial Services, Equities, Mutual Funds, Banking, Fixed Income, Securities, Series 9, Series 10, NYS Notary Public
Education
Boston College 1986 — 1987
Hofstra University
MA
Bank of America Merrill Lynch June 2013 - Present
Citibank November 2006 - June 2013
Salomon Smith Barney April 2002 - November 2006
Prudential Securities April 1993 - April 2002
Skills
Series 7, Finance, Investments, Portfolio Management, Wealth Management, Financial Services, Equities, Mutual Funds, Banking, Fixed Income, Securities, Series 9, Series 10, NYS Notary Public
Education
Boston College 1986 — 1987
Hofstra University
MA
Steven Schlachter, CPA, MBA's Salomon Smith Barney Experience 2000 - August 2001
Job
Industry Commercial Real Estate
Experience
Margolin, Winer & Evens LLP May 2005 - Present
Deloitte August 2001 - May 2005
CPA January 2000 - May 2005
Salomon Smith Barney 2000 - August 2001
Skills
Estate Planning, Tax Structuring, 1031 Exchanges, Tax, Real Estate, International Tax, Business Planning, Start-ups, Accounting, Corporate Tax, Quickbooks, Income Tax, Mergers, Due Diligence, Tax Compliance, Tax Returns, Tax Preparation
Education
Hofstra University 2006 — 2008
MBA, Taxation and Real Estate
City University of New York-Brooklyn College 1997 — 2001
BA, Accounting
Rabbinical Academy Mesivta Rabbi Chaim Berlin
Margolin, Winer & Evens LLP May 2005 - Present
Deloitte August 2001 - May 2005
CPA January 2000 - May 2005
Salomon Smith Barney 2000 - August 2001
Skills
Estate Planning, Tax Structuring, 1031 Exchanges, Tax, Real Estate, International Tax, Business Planning, Start-ups, Accounting, Corporate Tax, Quickbooks, Income Tax, Mergers, Due Diligence, Tax Compliance, Tax Returns, Tax Preparation
Education
Hofstra University 2006 — 2008
MBA, Taxation and Real Estate
City University of New York-Brooklyn College 1997 — 2001
BA, Accounting
Rabbinical Academy Mesivta Rabbi Chaim Berlin
Srini Chennuri Srini Chennuri's Salomon Smith Barney Experience 1993 - 2001
Job Director Markets IT Transformation | Financial Regulations and Compliance | Data Architecture and Governance
Industry Financial Services
Experience
Citi September 2008 - 2015
Citi June 2006 - May 2009
Citi June 2005 - September 2006
Citi February 2001 - April 2005
Salomon Smith Barney 1993 - 2001
TRDDC, Deutsche Bank 1990 - 1992
Skills
Enterprise Architecture, Capital Markets, ERP, Architecture, Loans, Derivatives Clearing, Exchange Traded..., Margin, Collateral Management, Cross Product Margining, LSOC, Liquidity Management, MIS, Data Warehousing, Business Intelligence, Enterprise Portals, Corporate Finance, IBM BPM, Data Reconciliation, FX Options, FX Processing, High Frequency Trading, Average Price..., Sungard GMI, Clearvision, Intellimatch, Smartstream TLM, J2EE Web Services, Google API, Futures, Currency Futures, Security Operations, Oracle Fusion Middleware, PeopleSoft, Vendor Management, Software Project..., Middle Office, Market Data, Credit Risk, Fixed Income, Business Analysis, Architectures, Financial Services, Options, SOA, Derivatives, Equities, SDLC
Education
National Institute of Technology Warangal 1987 — 1989
MS, Computer Science
Andhra University 1983 — 1987
BS, Civil Engineering
AP Residential School, Tadikonda 1977 — 1980
Citi September 2008 - 2015
Citi June 2006 - May 2009
Citi June 2005 - September 2006
Citi February 2001 - April 2005
Salomon Smith Barney 1993 - 2001
TRDDC, Deutsche Bank 1990 - 1992
Skills
Enterprise Architecture, Capital Markets, ERP, Architecture, Loans, Derivatives Clearing, Exchange Traded..., Margin, Collateral Management, Cross Product Margining, LSOC, Liquidity Management, MIS, Data Warehousing, Business Intelligence, Enterprise Portals, Corporate Finance, IBM BPM, Data Reconciliation, FX Options, FX Processing, High Frequency Trading, Average Price..., Sungard GMI, Clearvision, Intellimatch, Smartstream TLM, J2EE Web Services, Google API, Futures, Currency Futures, Security Operations, Oracle Fusion Middleware, PeopleSoft, Vendor Management, Software Project..., Middle Office, Market Data, Credit Risk, Fixed Income, Business Analysis, Architectures, Financial Services, Options, SOA, Derivatives, Equities, SDLC
Education
National Institute of Technology Warangal 1987 — 1989
MS, Computer Science
Andhra University 1983 — 1987
BS, Civil Engineering
AP Residential School, Tadikonda 1977 — 1980
Philip Neidoff Philip Neidoff's Salomon Smith Barney Experience 1999 - 2000
Job Chief Investment Officer at Goodrich LLC
Industry Investment Management
Experience
Goodrich LLC August 2014 - Present
StepStone Group October 2010 - June 2014
Citi Private Equity 2000 - 2010
Salomon Smith Barney 1999 - 2000
Ark Asset Management 1994 - 1997
Skills
Private Equity, Portfolio Management, Investments, Hedge Funds, Fund Of Funds, Asset Management, Equities, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Due Diligence, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Management / Finance
Goodrich LLC August 2014 - Present
StepStone Group October 2010 - June 2014
Citi Private Equity 2000 - 2010
Salomon Smith Barney 1999 - 2000
Ark Asset Management 1994 - 1997
Skills
Private Equity, Portfolio Management, Investments, Hedge Funds, Fund Of Funds, Asset Management, Equities, Venture Capital, Valuation, Financial Modeling, Alternative Investments, Due Diligence, Investment Management
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
M.B.A., Finance
Binghamton University 1990 — 1994
Bachelor of Science (B.S.), Management / Finance
Karen Floyd Karen Floyd's Salomon Smith Barney Experience May 2000 - March 2002
Job
Industry Financial Services
Experience
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Clarence Chao Clarence Chao's Salomon Smith Barney Experience July 1996 - July 1998
Job EMR Clarity Reporting Analyst at JPS Health Network
Industry Hospital & Health Care
Experience
JPS Health Network September 2013 - Present
Medix October 2012 - March 2013
JPS Health Network August 2011 - October 2012
Kaplan Test Prep and Admissions May 2010 - September 2012
Pacific Century Group July 2006 - February 2008
Venture TDF May 2001 - August 2001
Salomon Smith Barney July 1996 - July 1998
Skills
Excel, Word, PowerPoint, SQL, Crystal Reports, Access, Epic, Epic Systems, Microsoft Excel, EMR, Consulting, HIPAA, Healthcare Management, Hospitals, Software Documentation
Education
Arizona State University 2000 — 2002
Master of Business Administration, Finance
The University of Texas at Austin 1992 — 1996
Bachelor of Business, Finance
JPS Health Network September 2013 - Present
Medix October 2012 - March 2013
JPS Health Network August 2011 - October 2012
Kaplan Test Prep and Admissions May 2010 - September 2012
Pacific Century Group July 2006 - February 2008
Venture TDF May 2001 - August 2001
Salomon Smith Barney July 1996 - July 1998
Skills
Excel, Word, PowerPoint, SQL, Crystal Reports, Access, Epic, Epic Systems, Microsoft Excel, EMR, Consulting, HIPAA, Healthcare Management, Hospitals, Software Documentation
Education
Arizona State University 2000 — 2002
Master of Business Administration, Finance
The University of Texas at Austin 1992 — 1996
Bachelor of Business, Finance
Alan Robert Ginsberg's Salomon Smith Barney Experience 1993 - 1998
Job Member of the Board of Visitors at Columbia University in the City of New York
Industry Management Consulting
Experience
Columbia University in the City of New York January 2014 - Present
Columbia University in the City of New York January 2014 - Present
Larchmont Advisors Inc. 2000 - Present
Barclays Capital 1998 - 2000
Salomon Smith Barney 1993 - 1998
Bear Stearns 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Idea Generation, Private Equity, Due Diligence, Asset Management, Investments, Interim Corporate..., Portfolio Monitoring, Service on Boards of..., Event Risk Management, Capital Introduction, Frozen Asset..., Board of Director..., Portfolio Management, Risk Management, Asset Managment
Education
Columbia University in the City of New York 2004 — 2010
MA, American Studies
Boston University School of Law 1977 — 1980
JD, Law
Binghamton University 1973 — 1977
BA, English and General Literature
Columbia University in the City of New York January 2014 - Present
Columbia University in the City of New York January 2014 - Present
Larchmont Advisors Inc. 2000 - Present
Barclays Capital 1998 - 2000
Salomon Smith Barney 1993 - 1998
Bear Stearns 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Idea Generation, Private Equity, Due Diligence, Asset Management, Investments, Interim Corporate..., Portfolio Monitoring, Service on Boards of..., Event Risk Management, Capital Introduction, Frozen Asset..., Board of Director..., Portfolio Management, Risk Management, Asset Managment
Education
Columbia University in the City of New York 2004 — 2010
MA, American Studies
Boston University School of Law 1977 — 1980
JD, Law
Binghamton University 1973 — 1977
BA, English and General Literature
Christian Mango, AIF®, AIFA® Christian Mango, AIF®, AIFA®'s Salomon Smith Barney Experience April 1996 - September 2001
Job Vice President at BlackRock
Industry Investment Management
Experience
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
BlackRock June 2010 - Present
Pioneer Investments April 2007 - May 2010
Touchstone Investments August 2006 - April 2007
IXIS Asset Management November 2004 - August 2006
Salomon Smith Barney April 1996 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
MBA, Finance
Lehigh University 1991 — 1995
BA, Economics
Lehigh University - College of Business and Economics 1991 — 1995
BA, Economics
Blair Academy 1990 — 1991
Darien High School 1986 — 1990
Kathy Hunt Kathy Hunt's Salomon Smith Barney Experience 1996 - 1997
Job Senior Relationship Manager
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
American Capital Energy December 2011 - December 2011
Fidelity Investments September 2008 - April 2010
Citi September 1997 - August 2007
Salomon Smith Barney 1996 - 1997
Skills
Solar Power, AML, Financial Crimes..., Commodity, Capital Markets, Project Finance, ACAMS member, Sanctions, BSA
Education
Boston College
BS, Marketing, Computer Science
Suffolk Law School
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Fidelity Investments December 2012 - Present
American Capital Energy December 2011 - December 2011
Fidelity Investments September 2008 - April 2010
Citi September 1997 - August 2007
Salomon Smith Barney 1996 - 1997
Skills
Solar Power, AML, Financial Crimes..., Commodity, Capital Markets, Project Finance, ACAMS member, Sanctions, BSA
Education
Boston College
BS, Marketing, Computer Science
Suffolk Law School
JD
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Brad Adams Brad Adams's Salomon Smith Barney Experience 1998 - 1998
Job Managing Director at TM Capital
Industry Investment Banking
Experience
TM Capital Co-Founder and Managing DirectorBoston Corporate Finance2002 - 2007
KPMG Corporate Finance 2001 - 2002
NewMediary, Inc. 2000 - 2001
Advest, Inc. 1992 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Mergers, International..., financing, acquisitions, initial public offerings, IPO, Acquisitions, Due Diligence, Divestitures, M&A experience, Investment Banking, Corporate Finance, Business Valuation, Private Equity, Valuation, Finance, Business Development, Venture Capital, Mergers & Acquisitions, LBO, Management, Start-ups, Corporate Development, Private Placements, Restructuring, Capital Raising, Financial Modeling, Alternative Investments, Buyouts, Capital, Capital Markets, DCF, Growth Capital, Hedge Funds, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Bates College 1989 — 1992
BA, Economics
TM Capital Co-Founder and Managing DirectorBoston Corporate Finance2002 - 2007
KPMG Corporate Finance 2001 - 2002
NewMediary, Inc. 2000 - 2001
Advest, Inc. 1992 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Mergers, International..., financing, acquisitions, initial public offerings, IPO, Acquisitions, Due Diligence, Divestitures, M&A experience, Investment Banking, Corporate Finance, Business Valuation, Private Equity, Valuation, Finance, Business Development, Venture Capital, Mergers & Acquisitions, LBO, Management, Start-ups, Corporate Development, Private Placements, Restructuring, Capital Raising, Financial Modeling, Alternative Investments, Buyouts, Capital, Capital Markets, DCF, Growth Capital, Hedge Funds, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Bates College 1989 — 1992
BA, Economics
Shaun Dougherty Shaun Dougherty's Salomon Smith Barney Experience 2004 - 2006
Job CoFounder at Foundry Homes
Industry Real Estate
Experience
Foundry Homes January 2015 - Present
Kaldor Product Development Group August 2013 - February 2014
Saxon Armor 2009 - 2012
Guardian Armour 2007 - 2009
Standard Chartered Bank 2006 - 2007
Salomon Smith Barney 2004 - 2006
The GMS Group 2001 - 2004
BuildOnline 2000 - 2001
Skills
Business Development, Corporate Finance, Entrepreneurship, Strategic Planning, Investments, Management, Marketing, B2B, Strategy, Business Strategy, Business Planning, Start-ups, Mergers & Acquisitions, International Business, New Business Development, Strategic Partnerships, Due Diligence, Executive Management, Risk Management, Team Leadership, Negotiation, Financial Modeling, Operations Management, Finance, Sales Management, Management Consulting
Education
Cass Business School 2010 — 2012
MBA, Strategy, Finance
Boston University 1997 — 2000
BA, English
Villanova University 1996 — 1997
BA Candidate
Monsignor Bonner High School, PA 1993 — 1996
Archmere Academy, DE 1992 — 1993
Foundry Homes January 2015 - Present
Kaldor Product Development Group August 2013 - February 2014
Saxon Armor 2009 - 2012
Guardian Armour 2007 - 2009
Standard Chartered Bank 2006 - 2007
Salomon Smith Barney 2004 - 2006
The GMS Group 2001 - 2004
BuildOnline 2000 - 2001
Skills
Business Development, Corporate Finance, Entrepreneurship, Strategic Planning, Investments, Management, Marketing, B2B, Strategy, Business Strategy, Business Planning, Start-ups, Mergers & Acquisitions, International Business, New Business Development, Strategic Partnerships, Due Diligence, Executive Management, Risk Management, Team Leadership, Negotiation, Financial Modeling, Operations Management, Finance, Sales Management, Management Consulting
Education
Cass Business School 2010 — 2012
MBA, Strategy, Finance
Boston University 1997 — 2000
BA, English
Villanova University 1996 — 1997
BA Candidate
Monsignor Bonner High School, PA 1993 — 1996
Archmere Academy, DE 1992 — 1993
Anthony Kerins's Salomon Smith Barney Experience September 1999 - July 2004
Job Financial Services Professional at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group July 2010 - Present
John Hancock Financial Network June 2009 - July 2010
Sigma Alpha Epsilon Fraternity and Foundation July 2004 - July 2009
Salomon Smith Barney September 1999 - July 2004
Education
Ball State University - College of Business 1995 — 2000
BS, Finance
WestPoint Financial Group July 2010 - Present
John Hancock Financial Network June 2009 - July 2010
Sigma Alpha Epsilon Fraternity and Foundation July 2004 - July 2009
Salomon Smith Barney September 1999 - July 2004
Education
Ball State University - College of Business 1995 — 2000
BS, Finance
Lee Dorry Lee Dorry's Salomon Smith Barney Experience 2000 - 2001
Job Principal Consultant, Private Security and Defense Contracts
Industry Information Technology and Services
Experience
Praetorian July 2007 - Present
The NASDAQ OMX Group July 2007 - January 2009
FlightOne Software Inc. September 2006 - July 2007
Standard & Poor's 2001 - 2005
Salomon Smith Barney 2000 - 2001
National Discount Brokers, Inc. 1998 - 2000
Skills
Capital Markets, Vendor Management, Mergers & Acquisitions, Business Analysis, SDLC, IT Strategy, SaaS, Strategy, Program Management, Project Management, Product Management, Project Portfolio..., Business Development, Enterprise Architecture, Start-ups, CRM, IT Service Management, Product Development, Software Development, Business Process..., Integration, IT Management, Business Intelligence, Business Strategy, Market Data, Requirements Analysis, Cloud Computing, Process Improvement, Software Project...
Education
Boston College
Saint Peter's University
St. Peter's Prep
Praetorian July 2007 - Present
The NASDAQ OMX Group July 2007 - January 2009
FlightOne Software Inc. September 2006 - July 2007
Standard & Poor's 2001 - 2005
Salomon Smith Barney 2000 - 2001
National Discount Brokers, Inc. 1998 - 2000
Skills
Capital Markets, Vendor Management, Mergers & Acquisitions, Business Analysis, SDLC, IT Strategy, SaaS, Strategy, Program Management, Project Management, Product Management, Project Portfolio..., Business Development, Enterprise Architecture, Start-ups, CRM, IT Service Management, Product Development, Software Development, Business Process..., Integration, IT Management, Business Intelligence, Business Strategy, Market Data, Requirements Analysis, Cloud Computing, Process Improvement, Software Project...
Education
Boston College
Saint Peter's University
St. Peter's Prep
Nick Matus Nick Matus's Salomon Smith Barney Experience May 2005 - April 2009
Job Commercial Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2011 - June 2015
UBS May 2009 - May 2011
Salomon Smith Barney May 2005 - April 2009
Education
Appalachian State University 2004 — 2009
BSBA, Finance & Banking
Bank of America Merrill Lynch June 2015 - Present
Bank of America May 2011 - June 2015
UBS May 2009 - May 2011
Salomon Smith Barney May 2005 - April 2009
Education
Appalachian State University 2004 — 2009
BSBA, Finance & Banking
Jenny Feng Jenny Feng's Salomon Smith Barney Experience October 2007 - January 2008
Job Corporate Actions Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
Salomon Smith Barney October 2007 - January 2008
UBS Wealth Management October 2007 - December 2007
Metropolitan Dental Associates August 2006 - October 2007
Sylvan Learning Centers April 2002 - August 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance and Investments
Brown Brothers Harriman March 2008 - Present
Salomon Smith Barney October 2007 - January 2008
UBS Wealth Management October 2007 - December 2007
Metropolitan Dental Associates August 2006 - October 2007
Sylvan Learning Centers April 2002 - August 2006
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
BBA, Finance and Investments
Marcia Reid's Salomon Smith Barney Experience 1989 - 1999
Job Senior Vice President Global Head of Markets Systems at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 1999 - Present
Salomon Smith Barney 1989 - 1999
Skills
Market Data, Trading Systems, Financial Services, Equities, Securities, Risk Management, Banking, SDLC, Global Custody, Vendor Management, FX Options
Education
New Jersey Institute of Technology
Master of Science in Information Systems, Computer and Information Sciences and Support Services
City University of New York-Baruch College
Bachelor of Business Administration in Accounting
Brown Brothers Harriman February 1999 - Present
Salomon Smith Barney 1989 - 1999
Skills
Market Data, Trading Systems, Financial Services, Equities, Securities, Risk Management, Banking, SDLC, Global Custody, Vendor Management, FX Options
Education
New Jersey Institute of Technology
Master of Science in Information Systems, Computer and Information Sciences and Support Services
City University of New York-Baruch College
Bachelor of Business Administration in Accounting
Amit Chatterjee's Salomon Smith Barney Experience December 1997 - December 1999
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
Stanley Jin's Salomon Smith Barney Experience March 2000 - March 2001
Job
Industry Financial Services
Experience
BNP Paribas September 2014 - Present
Bloomberg LP November 2013 - Present
Credit Suisse May 2013 - October 2013
Citi December 2010 - April 2013
Global Asset Management, HSBC February 2007 - December 2010
ADP Brokerage Services Group December 2004 - January 2007
Quick & Reilly April 2001 - December 2004
Salomon Smith Barney March 2000 - March 2001
Thomson Financial January 1999 - March 2000
Primedia January 1998 - January 1999
Skills
Fixed Income, Equities, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Risk Management, SDLC, Trading Systems, Securities, Hedge Funds, Financial Services, Cash Management, Financial Risk, Mutual Funds, Investments, Derivatives, Bonds, Emerging Markets, Financial Modeling, Options, Bloomberg, PMO, Asset Management, Trading, Market Data, Electronic Trading, Capital Markets, Management, Requirements Gathering, Sybase, Banking, FX Options, Corporate Actions, Financial Markets, Relationship Management, Business Requirements, Back Office, Equity Derivatives, Leadership, Investment Banking, Finance, Middle Office, Settlement, Wealth Management, Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS
Columbia University in the City of New York 1992 — 1996
BS
Yanan Middle School
BNP Paribas September 2014 - Present
Bloomberg LP November 2013 - Present
Credit Suisse May 2013 - October 2013
Citi December 2010 - April 2013
Global Asset Management, HSBC February 2007 - December 2010
ADP Brokerage Services Group December 2004 - January 2007
Quick & Reilly April 2001 - December 2004
Salomon Smith Barney March 2000 - March 2001
Thomson Financial January 1999 - March 2000
Primedia January 1998 - January 1999
Skills
Fixed Income, Equities, Asset Managment, Portfolio Management, Business Analysis, Vendor Management, Risk Management, SDLC, Trading Systems, Securities, Hedge Funds, Financial Services, Cash Management, Financial Risk, Mutual Funds, Investments, Derivatives, Bonds, Emerging Markets, Financial Modeling, Options, Bloomberg, PMO, Asset Management, Trading, Market Data, Electronic Trading, Capital Markets, Management, Requirements Gathering, Sybase, Banking, FX Options, Corporate Actions, Financial Markets, Relationship Management, Business Requirements, Back Office, Equity Derivatives, Leadership, Investment Banking, Finance, Middle Office, Settlement, Wealth Management, Analysis
Education
Baruch College, City University of New York (CUNY) 1997 — 1998
MS
Columbia University in the City of New York 1992 — 1996
BS
Yanan Middle School
Husnu Kipcak's Salomon Smith Barney Experience July 2001 - June 2003
Job
Industry Financial Services
Experience
Prudential Financial July 2012 - Present
Arman James Investments LLC June 2010 - November 2012
Barclays Capital September 2008 - June 2010
Lehman Borthers July 2004 - September 2008
Citigroup July 2003 - June 2004
Salomon Smith Barney July 2001 - June 2003
Skills
Fixed Income, Portfolio Management, Fixed Income Analysis, Enterprise Risk..., Capital Markets, Investments, Financial Engineering, Credit Derivatives, Interest Rate..., Derivatives, Equities, Market Risk, Bloomberg, Emerging Markets, Investment Banking
Education
Princeton University 1999 — 2001
MS, OR and Financial Engineering
Purdue University 1995 — 1999
BS, Industrial Engineering
Bilkent Üniversitesi / Bilkent University 1994 — 1995
Bachelor's degree, Industrial Engineering
Istanbul Ataturk Fen Lisesi 1991 — 1994
Prudential Financial July 2012 - Present
Arman James Investments LLC June 2010 - November 2012
Barclays Capital September 2008 - June 2010
Lehman Borthers July 2004 - September 2008
Citigroup July 2003 - June 2004
Salomon Smith Barney July 2001 - June 2003
Skills
Fixed Income, Portfolio Management, Fixed Income Analysis, Enterprise Risk..., Capital Markets, Investments, Financial Engineering, Credit Derivatives, Interest Rate..., Derivatives, Equities, Market Risk, Bloomberg, Emerging Markets, Investment Banking
Education
Princeton University 1999 — 2001
MS, OR and Financial Engineering
Purdue University 1995 — 1999
BS, Industrial Engineering
Bilkent Üniversitesi / Bilkent University 1994 — 1995
Bachelor's degree, Industrial Engineering
Istanbul Ataturk Fen Lisesi 1991 — 1994
David Kwon's Salomon Smith Barney Experience June 1998 - November 1999
Job Equity Research Vice President
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
SunTrust Robinson Humphrey April 2013 - Present
CLSA Asia-Pacific Markets Credit Agricole Securities (USA) Inc. August 2008 - April 2013
Wachovia Securities April 2007 - July 2008
Banc of America Securities December 2004 - February 2007
Credit Suisse First Boston December 1999 - June 2002
Salomon Smith Barney June 1998 - November 1999
Skills
Financial Modeling, Equity Research, Valuation, Equities, Investments, Bloomberg, Portfolio Management, Corporate Finance, Financial Analysis, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Equity Valuation, Securities, Derivatives, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Bloomberg Terminal, Financial Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Stuyvesant High School
Teresa Anroman (Moran)'s Salomon Smith Barney Experience December 2001 - September 2004
Job SVP at Citi, PMP
Industry Financial Services
Experience
Citi January 2013 - Present
Citi February 2009 - December 2012
Citigroup September 2004 - February 2009
Salomon Smith Barney December 2001 - September 2004
Salomon Smith Barney May 2000 - December 2001
Salomon Smith Barney July 1998 - May 2000
Smith Barney July 1997 - July 1998
Skills
Project Management
Education
Adelphi University 1993 — 1997
BBA, Management and Human Resources
Citi January 2013 - Present
Citi February 2009 - December 2012
Citigroup September 2004 - February 2009
Salomon Smith Barney December 2001 - September 2004
Salomon Smith Barney May 2000 - December 2001
Salomon Smith Barney July 1998 - May 2000
Smith Barney July 1997 - July 1998
Skills
Project Management
Education
Adelphi University 1993 — 1997
BBA, Management and Human Resources
Heather Flaherty's Salomon Smith Barney Experience July 1994 - August 1998
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Schlorship CoordinatorVaccarello Women's ScholarshipSeptember 2004 - Present
Salomon Smith Barney July 1994 - August 1998
Binghamton University August 1996 - May 1998
ESCAPE - student Bus Service January 1996 - May 1997
Education
Binghamton University 1994 — 1998
Binghamton University - School of Management 1994 — 1998
JPMorgan Chase Schlorship CoordinatorVaccarello Women's ScholarshipSeptember 2004 - Present
Salomon Smith Barney July 1994 - August 1998
Binghamton University August 1996 - May 1998
ESCAPE - student Bus Service January 1996 - May 1997
Education
Binghamton University 1994 — 1998
Binghamton University - School of Management 1994 — 1998
Eric Rosenblatt's Salomon Smith Barney Experience July 2000 - April 2002
Job Auditor at McGladrey
Industry Financial Services
Experience
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
McGladrey February 2015 - Present
PNC Capital Advisors, LLC June 2013 - February 2015
BlackRock December 2005 - May 2013
Smith Barney October 2003 - December 2005
Credit Suisse First Boston April 2002 - October 2003
Salomon Smith Barney July 2000 - April 2002
Skills
Relationship Management, Financial Analysis, Mutual Funds, Asset Management, Accounting, Vendor Management, Financial Services, Transfer Agency, Fund Administration, Operating Agreements, Contractual Agreements, Accruals, Tax Preparation, Financial Accounting, Corporate Actions, Auditing, Financial Statements
Education
Baldwin Wallace University 2013 — 2015
Master of Business Administration (MBA), Accounting
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting
State University of New York at Buffalo - School of Management 1996 — 2000
BS, Management Information Systems
Brenda Mulder's Salomon Smith Barney Experience May 1987 - June 1991
Job Director, Human Resources at Dunthorpe Marketing Group
Industry Marketing and Advertising
Experience
Dunthorpe Marketing Group January 2000 - Present
Tualatin Valley Fire & Rescue June 1991 - March 1996
Salomon Smith Barney May 1987 - June 1991
L-3 Interstate Electronics Corporation July 1983 - March 1987
Portland General Electric 1981 - 1983
Education
University of California, Irvine 1984 — 1986
Human Resources Management/Personnel Administration, General
Biola University 1981 — 1983
Communications
Dunthorpe Marketing Group January 2000 - Present
Tualatin Valley Fire & Rescue June 1991 - March 1996
Salomon Smith Barney May 1987 - June 1991
L-3 Interstate Electronics Corporation July 1983 - March 1987
Portland General Electric 1981 - 1983
Education
University of California, Irvine 1984 — 1986
Human Resources Management/Personnel Administration, General
Biola University 1981 — 1983
Communications
Drew Gniazdowski's Salomon Smith Barney Experience September 2000 - January 2002
Job Asst Cash Manager at EMCOR Group Inc
Industry Financial Services
Experience
EMCOR Group Inc March 2005 - Present
Telekurs Financial September 2003 - March 2005
Salomon Smith Barney September 2000 - January 2002
Education
Bentley University 1998 — 2002
Finance
EMCOR Group Inc March 2005 - Present
Telekurs Financial September 2003 - March 2005
Salomon Smith Barney September 2000 - January 2002
Education
Bentley University 1998 — 2002
Finance
Chen Leon (Yilin)'s Salomon Smith Barney Experience 2001 - 2001
Job Associate Professor of Finance at Minnesota State University
Industry Higher Education
Experience
Minnesota State University, Mankato August 2015 - Present
Minnesota State University, Mankato August 2010 - May 2015
University of Georgia 2005 - 2010
Bear Stearns 2004 - 2004
Baxter Healthcare 2003 - 2003
Salomon Smith Barney 2001 - 2001
Australia and New Zealand Bank, Shanghai, China 1998 - 2000
CITIC Industrial Bank, Shanghai, China 1997 - 1998
Skills
Statistics, Higher Education, SPSS, Data Analysis, PowerPoint, Finance, Financial Analysis, Research, Leadership
Education
University of Georgia - Terry College of Business 2005 — 2010
Ph.D., Risk Management and Insurance (Support Area: Finance)
Baylor University - Hankamer School of Business 2003 — 2005
MSIS, Management Information Systems
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Economics, Finance
Minnesota State University, Mankato August 2015 - Present
Minnesota State University, Mankato August 2010 - May 2015
University of Georgia 2005 - 2010
Bear Stearns 2004 - 2004
Baxter Healthcare 2003 - 2003
Salomon Smith Barney 2001 - 2001
Australia and New Zealand Bank, Shanghai, China 1998 - 2000
CITIC Industrial Bank, Shanghai, China 1997 - 1998
Skills
Statistics, Higher Education, SPSS, Data Analysis, PowerPoint, Finance, Financial Analysis, Research, Leadership
Education
University of Georgia - Terry College of Business 2005 — 2010
Ph.D., Risk Management and Insurance (Support Area: Finance)
Baylor University - Hankamer School of Business 2003 — 2005
MSIS, Management Information Systems
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Economics, Finance
Rosemary DeRise's Salomon Smith Barney Experience July 1997 - July 2000
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management August 2003 - June 2008
Capital Z Partners August 2000 - August 2001
Salomon Smith Barney July 1997 - July 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Barnard College 1993 — 1997
BA
The Bronx High School of Science
J.P. Morgan Asset Management June 2008 - Present
Bear Stearns Asset Management August 2003 - June 2008
Capital Z Partners August 2000 - August 2001
Salomon Smith Barney July 1997 - July 2000
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Barnard College 1993 — 1997
BA
The Bronx High School of Science
Jennifer Flores's Salomon Smith Barney Experience July 2000 - October 2002
Job Vice President at Lloyds Bank | North America
Industry Accounting
Experience
Lloyds Bank North America December 2014 - Present
Lloyds Banking Group March 2011 - December 2014
State Street September 2009 - February 2011
Ophedge Invesment Services LLC April 2008 - January 2009
Ramius Capital Group LLC December 2004 - February 2008
Bank of Bermuda May 2004 - November 2004
Bank of Bermuda October 2002 - May 2004
Salomon Smith Barney July 2000 - October 2002
Skills
Fixed Income, Hedge Funds, Fund Accounting, Bloomberg, Fund Of Funds, Equities, Derivatives, Alternative Investments, Fund Administration, Asset Managment, Securities, Mutual Funds, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Investment Banking, Portfolio Management, Investments, Private Equity, Equity Research, Banking, Risk Management, Accounting, Finance, Financial Services, Financial Reporting, Corporate Finance, Financial Risk, Microsoft Excel, Business Analysis, Due Diligence, Financial Statements, Analysis, Cash Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
Queensborough Community College
Lloyds Bank North America December 2014 - Present
Lloyds Banking Group March 2011 - December 2014
State Street September 2009 - February 2011
Ophedge Invesment Services LLC April 2008 - January 2009
Ramius Capital Group LLC December 2004 - February 2008
Bank of Bermuda May 2004 - November 2004
Bank of Bermuda October 2002 - May 2004
Salomon Smith Barney July 2000 - October 2002
Skills
Fixed Income, Hedge Funds, Fund Accounting, Bloomberg, Fund Of Funds, Equities, Derivatives, Alternative Investments, Fund Administration, Asset Managment, Securities, Mutual Funds, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Investment Banking, Portfolio Management, Investments, Private Equity, Equity Research, Banking, Risk Management, Accounting, Finance, Financial Services, Financial Reporting, Corporate Finance, Financial Risk, Microsoft Excel, Business Analysis, Due Diligence, Financial Statements, Analysis, Cash Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
Queensborough Community College
Robert Frank's Salomon Smith Barney Experience March 1988 - October 1996
Job CIO, Managing Director IT at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Oaktree Capital Management October 2008 - Present
Countrywide Capital Markets April 2001 - October 2008
Deutsche Bank Securities October 1996 - April 2001
Salomon Smith Barney March 1988 - October 1996
Shearson Lehman February 1985 - March 1988
Chemical Bank May 1982 - February 1985
Skills
Trading Systems, Fixed Income, Vendor Management
Education
City University of New York-Queens College 1969 — 1973
Economics
Boston University
Pursuing - Masters in Computer Science, Information Technology
Alex Kayzman's Salomon Smith Barney Experience October 2000 - August 2001
Job at
Industry Financial Services
Experience
RBC Capital Markets January 2015 - Present
Bank of America Merrill Lynch April 2013 - January 2015
Credit Suisse September 2008 - April 2013
Banc of America Securities, LLC July 2004 - June 2008
Bank Of America 2004 - June 2008
BNY ConvergEx August 2002 - July 2004
ICOS, Inc. April 1999 - June 2004
Stevens Institute of Technology January 2002 - August 2002
Salomon Smith Barney October 2000 - August 2001
DLJ 2000 - 2000
Skills
Architecture, Architectures, Electronic Trading, Business Analysis, Business Continuity, CRM, Capital Markets, Derivatives, Disaster Recovery, Enterprise Software, Equities, Equity Derivatives, Program Management, SDLC, SQL, Software Project..., Trading Systems, Sybase, Unix, Unix Shell Scripting
Education
Voronezh State Technical University 1985 — 1992
Master of Engineering (MEng), Electrical and Electronics Engineering
RBC Capital Markets January 2015 - Present
Bank of America Merrill Lynch April 2013 - January 2015
Credit Suisse September 2008 - April 2013
Banc of America Securities, LLC July 2004 - June 2008
Bank Of America 2004 - June 2008
BNY ConvergEx August 2002 - July 2004
ICOS, Inc. April 1999 - June 2004
Stevens Institute of Technology January 2002 - August 2002
Salomon Smith Barney October 2000 - August 2001
DLJ 2000 - 2000
Skills
Architecture, Architectures, Electronic Trading, Business Analysis, Business Continuity, CRM, Capital Markets, Derivatives, Disaster Recovery, Enterprise Software, Equities, Equity Derivatives, Program Management, SDLC, SQL, Software Project..., Trading Systems, Sybase, Unix, Unix Shell Scripting
Education
Voronezh State Technical University 1985 — 1992
Master of Engineering (MEng), Electrical and Electronics Engineering
Shruthi Kinkead's Salomon Smith Barney Experience 1997 - 1998
Job Experienced Corporate Development and Investment Banking Professional
Industry Investment Banking
Experience
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Liza Gonzalez Giebel's Salomon Smith Barney Experience September 1998 - September 1999
Job IT Support Specialist at Amalgamated Transit Union
Industry Transportation/Trucking/Railroad
Experience
Amalgamated Transit Union April 2007 - Present
Bowne Business Solutions June 1999 - April 2007
Williams Lea 1999 - 2007
Salomon Smith Barney September 1998 - September 1999
Skills
Active Directory, Vendor Management, Outsourcing, Business Intelligence, SharePoint, IT Management, Disaster Recovery, Budgets, Process Improvement, Program Management, Security, Virtualization, Project Management, Management, Strategic Planning, Change Management, Business Process..., Data Center, Team Building, Enterprise Architecture, Software Documentation, IT Strategy, Troubleshooting, Visio, CRM, Integration, Information Technology, Business Analysis, IT Service Management, System Administration, Cloud Computing, Strategy
Education
Borough of Manhattan Community College 1993 — 1996
St. Saviour High School 1987 — 1991
HS
Amalgamated Transit Union April 2007 - Present
Bowne Business Solutions June 1999 - April 2007
Williams Lea 1999 - 2007
Salomon Smith Barney September 1998 - September 1999
Skills
Active Directory, Vendor Management, Outsourcing, Business Intelligence, SharePoint, IT Management, Disaster Recovery, Budgets, Process Improvement, Program Management, Security, Virtualization, Project Management, Management, Strategic Planning, Change Management, Business Process..., Data Center, Team Building, Enterprise Architecture, Software Documentation, IT Strategy, Troubleshooting, Visio, CRM, Integration, Information Technology, Business Analysis, IT Service Management, System Administration, Cloud Computing, Strategy
Education
Borough of Manhattan Community College 1993 — 1996
St. Saviour High School 1987 — 1991
HS
Chip Dickson's Salomon Smith Barney Experience 1993 - 2000
Job at DISCERN
Industry Financial Services
Experience
DISCERN October 2009 - Present
Seton Hall University 2007 - 2012
W2 Freedom 2007 - 2009
Lehman Brothers July 2000 - June 2006
Salomon Smith Barney 1993 - 2000
Smith Barney 1993 - 2000
Kemper Securities 1991 - 1993
McDonald & Comapny Securities 1986 - 1991
Skills
Investments, Investment Advisory, Equity Research, Equities, Economics, Investor Relations, Capital Markets, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Asset Allocation, Alternative Investments, Hedge Funds, Financial Markets, Forecasting, Series 7, Investment Strategies, Bloomberg, Due Diligence, Mergers, Analysis, Investment Management, Asset Managment, Strategic Financial..., Mutual Funds, Corporate Finance, Fixed Income, Equity Valuation, Securities, Portfolio Management, Asset Management, Financial Services, Mergers & Acquisitions, Options, Risk Management, Trading, Financial Analysis, Finance, Private Equity, Venture Capital, Series 63, Bonds, Derivatives, Equity Trading, Structured Finance, Bloomberg Terminal, Wealth Management, Corporate Development, Equity Derivatives
Education
Babson College 1971 — 1975
BSBA, Accounting & Finance
DISCERN October 2009 - Present
Seton Hall University 2007 - 2012
W2 Freedom 2007 - 2009
Lehman Brothers July 2000 - June 2006
Salomon Smith Barney 1993 - 2000
Smith Barney 1993 - 2000
Kemper Securities 1991 - 1993
McDonald & Comapny Securities 1986 - 1991
Skills
Investments, Investment Advisory, Equity Research, Equities, Economics, Investor Relations, Capital Markets, Investment Banking, Valuation, Financial Modeling, Emerging Markets, Asset Allocation, Alternative Investments, Hedge Funds, Financial Markets, Forecasting, Series 7, Investment Strategies, Bloomberg, Due Diligence, Mergers, Analysis, Investment Management, Asset Managment, Strategic Financial..., Mutual Funds, Corporate Finance, Fixed Income, Equity Valuation, Securities, Portfolio Management, Asset Management, Financial Services, Mergers & Acquisitions, Options, Risk Management, Trading, Financial Analysis, Finance, Private Equity, Venture Capital, Series 63, Bonds, Derivatives, Equity Trading, Structured Finance, Bloomberg Terminal, Wealth Management, Corporate Development, Equity Derivatives
Education
Babson College 1971 — 1975
BSBA, Accounting & Finance
Christina Superina's Salomon Smith Barney Experience 2002 - 2003
Job Health Policy Associate at Kennell and Associates Inc.
Industry Public Policy
Experience
Kennell and Associates Inc. July 2009 - Present
Gold's Gym 2005 - 2015
Blue Cross Blue Shield Association May 2008 - June 2009
Spring Intern February 2008 - May 2008
Congressional Budget Office September 2007 - February 2008
IBM Global Business Services 2004 - 2008
Salomon Smith Barney 2002 - 2003
Skills
Research, Data Analysis, Policy Analysis, Statistics, Healthcare, Policy, Analysis, Qualitative Research
Education
Georgetown University 2007 — 2009
MPP, Health Policy
Bates College 2000 — 2004
BS, Biology, Economics, Philosophy
Kennell and Associates Inc. July 2009 - Present
Gold's Gym 2005 - 2015
Blue Cross Blue Shield Association May 2008 - June 2009
Spring Intern February 2008 - May 2008
Congressional Budget Office September 2007 - February 2008
IBM Global Business Services 2004 - 2008
Salomon Smith Barney 2002 - 2003
Skills
Research, Data Analysis, Policy Analysis, Statistics, Healthcare, Policy, Analysis, Qualitative Research
Education
Georgetown University 2007 — 2009
MPP, Health Policy
Bates College 2000 — 2004
BS, Biology, Economics, Philosophy
Keith Mulkern's Salomon Smith Barney Experience May 1998 - September 1998
Job VP at Aquaknot Pools, Inc.
Industry Construction
Experience
Aquaknot Pools, Inc. 2000 - Present
APSP Finance Committee May 2014 - June 2015
Olde January 1999 - May 2000
Salomon Smith Barney May 1998 - September 1998
Skills
Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Finance, Construction Management, Customer Service, Investments, Financial Statements, Construction, Operations Management
Education
Bentley University 1994 — 1998
Bachelor of Science (B.S.), Finance
Aquaknot Pools, Inc. 2000 - Present
APSP Finance Committee May 2014 - June 2015
Olde January 1999 - May 2000
Salomon Smith Barney May 1998 - September 1998
Skills
Internal Controls, Accounts Receivable, Accounts Payable, Portfolio Management, Finance, Construction Management, Customer Service, Investments, Financial Statements, Construction, Operations Management
Education
Bentley University 1994 — 1998
Bachelor of Science (B.S.), Finance
Angelica Europa's Salomon Smith Barney Experience 2000 - 2002
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2010 - Present
UBS Investment Bank 2002 - 2009
Salomon Smith Barney 2000 - 2002
ING Bank 1995 - 1999
Citibank 1985 - 1994
Skills
Due Diligence, Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Investment Banking, Equities, Hedge Funds, Credit Analysis, Structured Finance, Credit, Credit Risk, Financial Markets, Bloomberg, Structured Products
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Ateneo de Manila University 1981 — 1985
BS, Management Engineering
Philippine Science High School 1978 — 1981
Barclays Capital 2010 - Present
UBS Investment Bank 2002 - 2009
Salomon Smith Barney 2000 - 2002
ING Bank 1995 - 1999
Citibank 1985 - 1994
Skills
Due Diligence, Derivatives, Fixed Income, Capital Markets, Credit Derivatives, Investment Banking, Equities, Hedge Funds, Credit Analysis, Structured Finance, Credit, Credit Risk, Financial Markets, Bloomberg, Structured Products
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Ateneo de Manila University 1981 — 1985
BS, Management Engineering
Philippine Science High School 1978 — 1981
Ellen Cleary Hall's Salomon Smith Barney Experience 1996 - 1998
Job HR Systems Analyst at McKesson Corporation
Industry Human Resources
Experience
McKesson Corporation June 2013 - Present
NCR Corporation September 2009 - June 2013
Stiefel, a GSK Company September 2008 - September 2009
CIBA Vision July 2000 - September 2008
Robinson Humphrey January 1999 - July 2000
Salomon Smith Barney 1996 - 1998
First Greenwich Capital 1995 - 1996
Malcolm Pirnie 1988 - 1995
Skills
PeopleSoft, HRIS, Deferred Compensation, Benefits Administration, Onboarding, Lotus Notes, SAP, Human Resources, Visio, Business Process, Employee Benefits
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science (BS), Psychology
Bergen Community College 1988 — 1990
Associates, Business Administration
McKesson Corporation June 2013 - Present
NCR Corporation September 2009 - June 2013
Stiefel, a GSK Company September 2008 - September 2009
CIBA Vision July 2000 - September 2008
Robinson Humphrey January 1999 - July 2000
Salomon Smith Barney 1996 - 1998
First Greenwich Capital 1995 - 1996
Malcolm Pirnie 1988 - 1995
Skills
PeopleSoft, HRIS, Deferred Compensation, Benefits Administration, Onboarding, Lotus Notes, SAP, Human Resources, Visio, Business Process, Employee Benefits
Education
Ramapo College of New Jersey 1992 — 1994
Bachelor of Science (BS), Psychology
Bergen Community College 1988 — 1990
Associates, Business Administration
Kevin McCaffrey's Salomon Smith Barney Experience 1997 - 2002
Job President at Law Finance Group
Industry Financial Services
Experience
Law Finance Group September 2014 - Present
Citi June 2010 - June 2014
Southgate Alternative Investment Strategies 2008 - 2009
Citigroup Alternative Investments 2003 - 2007
Salomon Smith Barney 1997 - 2002
Skills
Equity Research, Investments, Equities, Alternative Investments, Private Equity, Hedge Funds, Capital Markets
Education
Amherst College 1982 — 1986
Bachelor of Arts (B.A.), Economics & Pyschology
Northfield Mount Hermon
Law Finance Group September 2014 - Present
Citi June 2010 - June 2014
Southgate Alternative Investment Strategies 2008 - 2009
Citigroup Alternative Investments 2003 - 2007
Salomon Smith Barney 1997 - 2002
Skills
Equity Research, Investments, Equities, Alternative Investments, Private Equity, Hedge Funds, Capital Markets
Education
Amherst College 1982 — 1986
Bachelor of Arts (B.A.), Economics & Pyschology
Northfield Mount Hermon
David Scianablo's Salomon Smith Barney Experience 2000 - 2003
Job Director Compliance / Surveillance at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
JP Morgan June 2008 - October 2013
Bear Stearns 2007 - 2008
Credit Suisse 2005 - 2007
NYSE 2003 - 2005
United States Army Reserve January 1996 - September 2003
Salomon Smith Barney 2000 - 2003
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securities, Series 7, Alternative Investments, Asset Management, Trading, Private Equity, FINRA
Education
Adelphi University 2003 — 2006
MBA, Finance
Citi October 2013 - Present
JP Morgan June 2008 - October 2013
Bear Stearns 2007 - 2008
Credit Suisse 2005 - 2007
NYSE 2003 - 2005
United States Army Reserve January 1996 - September 2003
Salomon Smith Barney 2000 - 2003
Skills
Equities, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Derivatives, Securities, Series 7, Alternative Investments, Asset Management, Trading, Private Equity, FINRA
Education
Adelphi University 2003 — 2006
MBA, Finance
Abhi Alavalapati's Salomon Smith Barney Experience May 1994 - July 1998
Job VP Engineering Lead at JPMorganChase
Industry Financial Services
Experience
JPMorgan Chase October 2010 - Present
UBS July 1998 - September 2010
Salomon Smith Barney May 1994 - July 1998
Salomon Smith Barney 1994 - 1998
Education
City University of New York 1992 — 1994
MS, Computer Science
Bangalore University 1986 — 1991
BE, Electronics and Computer Sciences
JPMorgan Chase October 2010 - Present
UBS July 1998 - September 2010
Salomon Smith Barney May 1994 - July 1998
Salomon Smith Barney 1994 - 1998
Education
City University of New York 1992 — 1994
MS, Computer Science
Bangalore University 1986 — 1991
BE, Electronics and Computer Sciences
Claudia Hassbach's Salomon Smith Barney Experience March 2000 - December 2000
Job Director of Finance and Administration at Brookdale Center for Healthy Aging at Hunter College
Industry Financial Services
Experience
Trek Medics International February 2014 - Present
Brookdale Center for Healthy Aging at Hunter College June 2014 - July 2015
Reinvent Albany June 2011 - May 2014
OpenPlans, Inc. November 2009 - April 2014
Self July 2008 - October 2009
Bloomberg LP July 2007 - May 2008
Messe Düsseldorf GmbH September 2002 - May 2007
Commerzbank July 2001 - September 2001
Salomon Smith Barney March 2000 - December 2000
Messe Düsseldorf GmbH January 1998 - June 1999
Skills
Financial Reporting, Analysis, Budgets, Strategy, Management, Corporate Finance, Accounting, Project Management, Auditing, Accounts Payable, Account Reconciliation, Cash Flow, General Ledger, Variance Analysis, Accounts Receivable, Access, Payroll, Internal Audit, Competitive Analysis, Training, Nonprofits
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
University of Michigan 1993 — 1995
B.A., Psychology
Tufts University 1991 — 1993
Bachelor of Arts (B.A.), Social Psychology
Trek Medics International February 2014 - Present
Brookdale Center for Healthy Aging at Hunter College June 2014 - July 2015
Reinvent Albany June 2011 - May 2014
OpenPlans, Inc. November 2009 - April 2014
Self July 2008 - October 2009
Bloomberg LP July 2007 - May 2008
Messe Düsseldorf GmbH September 2002 - May 2007
Commerzbank July 2001 - September 2001
Salomon Smith Barney March 2000 - December 2000
Messe Düsseldorf GmbH January 1998 - June 1999
Skills
Financial Reporting, Analysis, Budgets, Strategy, Management, Corporate Finance, Accounting, Project Management, Auditing, Accounts Payable, Account Reconciliation, Cash Flow, General Ledger, Variance Analysis, Accounts Receivable, Access, Payroll, Internal Audit, Competitive Analysis, Training, Nonprofits
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
University of Michigan 1993 — 1995
B.A., Psychology
Tufts University 1991 — 1993
Bachelor of Arts (B.A.), Social Psychology
Ryan Van Geons's Salomon Smith Barney Experience 1999 - 2000
Job Vice President Alternative Investments Product Consulting at Fidelity Investments (Fidelity Institutional)
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Fidelity Investments March 2014 - Present
Fidelity Investments 2011 - March 2014
Fidelity Investments 2001 - July 2011
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Alternative Investments, Hedge Funds
Education
Boston University Questrom School of Business 2001 — 2003
MSIM, Investment Management
Boston College 1995 — 1999
BA, Psychology, Theology
Eddlyne Amilcar's Salomon Smith Barney Experience December 2000 - 2002
Job IT Program Manager
Industry Information Technology and Services
Experience
EMC December 2010 - Present
SOFTRAX, Inc. May 2008 - December 2008
Fidelity Investments March 2007 - May 2008
Fidelity Investments March 2006 - March 2007
Fidelity Investments November 2005 - February 2006
Fidelity Investments May 2005 - November 2005
Fidelity Investments March 2004 - May 2005
Fidelity Investments 2002 - 2003
Salomon Smith Barney December 2000 - 2002
Skills
Salesforce.com..., Salesforce.com System..., Salesforce.com..., Business Analysis, Project Management, Training, Negotiation, Quality Assurance, Leadership, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Visio, Risk Management, Analysis, Budgets, Cloud Computing, Management, Software Documentation
Education
Salesforce.com 2012 — 2012
Implementation Essentials (CON 201)
Salesforce.com 2010 — 2010
Administration Essentials (ADM 201)
Center for Project Management 2009 — 2009
Certificate, Project Management
Boston College 2004 — 2006
Master of Science (M.S.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
EMC December 2010 - Present
SOFTRAX, Inc. May 2008 - December 2008
Fidelity Investments March 2007 - May 2008
Fidelity Investments March 2006 - March 2007
Fidelity Investments November 2005 - February 2006
Fidelity Investments May 2005 - November 2005
Fidelity Investments March 2004 - May 2005
Fidelity Investments 2002 - 2003
Salomon Smith Barney December 2000 - 2002
Skills
Salesforce.com..., Salesforce.com System..., Salesforce.com..., Business Analysis, Project Management, Training, Negotiation, Quality Assurance, Leadership, Financial Services, Vendor Management, Program Management, SDLC, Business Process..., Process Improvement, Visio, Risk Management, Analysis, Budgets, Cloud Computing, Management, Software Documentation
Education
Salesforce.com 2012 — 2012
Implementation Essentials (CON 201)
Salesforce.com 2010 — 2010
Administration Essentials (ADM 201)
Center for Project Management 2009 — 2009
Certificate, Project Management
Boston College 2004 — 2006
Master of Science (M.S.)
Boston College 1994 — 1998
Bachelor of Arts (B.A.)
Jennifer Van Dina's Salomon Smith Barney Experience 1998 - 2001
Job Business Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2007 - Present
Credit Suisse January 2006 - April 2007
Credit Suisse May 2001 - December 2006
Salomon Smith Barney 1998 - 2001
Education
Binghamton University 1994 — 1998
Credit Suisse April 2007 - Present
Credit Suisse January 2006 - April 2007
Credit Suisse May 2001 - December 2006
Salomon Smith Barney 1998 - 2001
Education
Binghamton University 1994 — 1998
James McAdams's Salomon Smith Barney Experience 1998 - 1999
Job Senior Vice President at Cohen & Steers, Inc.
Industry Investment Management
Experience
Cohen & Steers, Inc. August 2005 - Present
Neuberger Berman January 2000 - August 2005
Lehman Brothers 2004 - 2005
Salomon Smith Barney 1998 - 1999
Santander Investment Securities, Inc. 1996 - 1998
Skills
Asset Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Investments, Securities, Bloomberg, Financial Services, Financial Analysis, Investment Management, Collateral Management, Investment Banking, Asset Managment, Asset Allocation, Portfolio Management, Series 7
Education
Adelphi University 1994 — 1996
Accounting
State University of New York College at Plattsburgh 1986 — 1988
BS, Accounting
Nassau Community College 1983 — 1985
AS, Accounting
Cohen & Steers, Inc. August 2005 - Present
Neuberger Berman January 2000 - August 2005
Lehman Brothers 2004 - 2005
Salomon Smith Barney 1998 - 1999
Santander Investment Securities, Inc. 1996 - 1998
Skills
Asset Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Investments, Securities, Bloomberg, Financial Services, Financial Analysis, Investment Management, Collateral Management, Investment Banking, Asset Managment, Asset Allocation, Portfolio Management, Series 7
Education
Adelphi University 1994 — 1996
Accounting
State University of New York College at Plattsburgh 1986 — 1988
BS, Accounting
Nassau Community College 1983 — 1985
AS, Accounting
Todd Sargood's Salomon Smith Barney Experience May 2000 - June 2001
Job Photographer, Owner at Beacon Fine Art Documentation
Industry Fine Art
Experience
Sisters of St. Mary of Oregon Ministries Corporation July 2014 - Present
Todd Sargood June 1994 - Present
Beacon Fine Art Services June 2008 - Present
Apple September 2011 - June 2013
SUNY New Paltz June 2007 - May 2010
Aquent August 2004 - July 2006
Portland State University 2002 - 2004
Microcomp Creative Group February 2002 - November 2002
Salomon Smith Barney May 2000 - June 2001
Thomas Jefferson University November 1994 - April 2000
Skills
Art, Painting, Visual Arts, Fine Art, Graphic Design, Customer Service, Photography, Illustrator, Editing, Mixed Media, Photoshop, Drawing, Printmaking, Adobe Creative Suite, Illustration, Art Education, Contemporary Art, Teaching, Sculpture, Social Media, Web Design, InDesign, Abstract Paintings, Art Exhibitions, Curating, Project Management
Education
State University of New York at New Paltz 2006 — 2008
MFA, Painting & Drawing
Arcadia University 1990 — 1994
BA, Science Illustration
Sisters of St. Mary of Oregon Ministries Corporation July 2014 - Present
Todd Sargood June 1994 - Present
Beacon Fine Art Services June 2008 - Present
Apple September 2011 - June 2013
SUNY New Paltz June 2007 - May 2010
Aquent August 2004 - July 2006
Portland State University 2002 - 2004
Microcomp Creative Group February 2002 - November 2002
Salomon Smith Barney May 2000 - June 2001
Thomas Jefferson University November 1994 - April 2000
Skills
Art, Painting, Visual Arts, Fine Art, Graphic Design, Customer Service, Photography, Illustrator, Editing, Mixed Media, Photoshop, Drawing, Printmaking, Adobe Creative Suite, Illustration, Art Education, Contemporary Art, Teaching, Sculpture, Social Media, Web Design, InDesign, Abstract Paintings, Art Exhibitions, Curating, Project Management
Education
State University of New York at New Paltz 2006 — 2008
MFA, Painting & Drawing
Arcadia University 1990 — 1994
BA, Science Illustration
Jeffrey Nembhard's Salomon Smith Barney Experience 2000 - 2001
Job Information Technology Consultant and Education Resource Provider
Industry Information Technology and Services
Experience
Maroon Life Learning, Inc January 2010 - Present
Verizon Business 2005 - 2009
Lockheed Martin 2005 - 2005
Bank of America 2004 - 2005
JP Morgan Chase 2002 - 2004
Price Waterhouse Coopers 2001 - 2002
Cap Gemini Ernst & Young 2001 - 2001
Federal Reserve Bank of New York 2001 - 2001
Salomon Smith Barney 2000 - 2001
Hogan & Hartson 1999 - 2000
Skills
Microsoft SQL Server, SQL, Oracle, Software Project..., Software Development, Analysis, Program Management, Databases, Access, Project Management, Visual Basic, Troubleshooting, SharePoint, Microsoft Excel
Education
Anne Arundel Community College 2014 — 2015
University of Maryland University College 1990 — 1991
University of Maryland College Park 1985 — 1989
Maroon Life Learning, Inc January 2010 - Present
Verizon Business 2005 - 2009
Lockheed Martin 2005 - 2005
Bank of America 2004 - 2005
JP Morgan Chase 2002 - 2004
Price Waterhouse Coopers 2001 - 2002
Cap Gemini Ernst & Young 2001 - 2001
Federal Reserve Bank of New York 2001 - 2001
Salomon Smith Barney 2000 - 2001
Hogan & Hartson 1999 - 2000
Skills
Microsoft SQL Server, SQL, Oracle, Software Project..., Software Development, Analysis, Program Management, Databases, Access, Project Management, Visual Basic, Troubleshooting, SharePoint, Microsoft Excel
Education
Anne Arundel Community College 2014 — 2015
University of Maryland University College 1990 — 1991
University of Maryland College Park 1985 — 1989
Courtney Hensley's Salomon Smith Barney Experience January 2001 - June 2001
Job Account Executive and Senior Member, Higher Education Practice at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions January 2014 - Present
Aon Risk Services September 2003 - Present
Marsh July 2001 - September 2003
Salomon Smith Barney January 2001 - June 2001
Vanderbilt University Medical Center June 1997 - January 2001
Skills
Insurance, Higher Education, Risk Management, Project Management, Strategic Planning, Analysis, Healthcare, Underwriting, Process Improvement, International Business, Leadership, Negotiation, Captives, Sales, Account Management, Claim, Property & Casualty..., Management, Budgets, Professional Liability, Financial Risk, Hospitals, Consulting, Brokers, Commercial Insurance, Enterprise Risk..., Risk Analysis, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2008
MBA, Healthcare
Belmont University 1996 — 2000
BS, Biology / Psychology
Fred J Page High School 1992 — 1996
High School Diploma
Aon Risk Solutions January 2014 - Present
Aon Risk Services September 2003 - Present
Marsh July 2001 - September 2003
Salomon Smith Barney January 2001 - June 2001
Vanderbilt University Medical Center June 1997 - January 2001
Skills
Insurance, Higher Education, Risk Management, Project Management, Strategic Planning, Analysis, Healthcare, Underwriting, Process Improvement, International Business, Leadership, Negotiation, Captives, Sales, Account Management, Claim, Property & Casualty..., Management, Budgets, Professional Liability, Financial Risk, Hospitals, Consulting, Brokers, Commercial Insurance, Enterprise Risk..., Risk Analysis, Financial Analysis
Education
Belmont University - Jack C. Massey Graduate School of Business 2005 — 2008
MBA, Healthcare
Belmont University 1996 — 2000
BS, Biology / Psychology
Fred J Page High School 1992 — 1996
High School Diploma
Theresa Beninato's Salomon Smith Barney Experience 1994 - 1998
Job Global Office Manager at Citigroup
Industry Financial Services
Experience
Citigroup March 2009 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers 2002 - 2008
Goldman Sachs 2000 - 2002
Electronic Data Systems 1999 - 1999
Salomon Smith Barney 1994 - 1998
JP Morgan Chase 1982 - 1993
Skills
Event Management, Microsoft Excel, Budgets, Event Planning, PowerPoint, Vendor Management, Marketing Strategy, Project Management, Training, Strategic Planning, Leadership, Team Building, Financial Services
Education
Berkeley College 1980 — 1981
Business
City University of New York-College of Staten Island
Citigroup March 2009 - Present
Barclays Capital September 2008 - October 2008
Lehman Brothers 2002 - 2008
Goldman Sachs 2000 - 2002
Electronic Data Systems 1999 - 1999
Salomon Smith Barney 1994 - 1998
JP Morgan Chase 1982 - 1993
Skills
Event Management, Microsoft Excel, Budgets, Event Planning, PowerPoint, Vendor Management, Marketing Strategy, Project Management, Training, Strategic Planning, Leadership, Team Building, Financial Services
Education
Berkeley College 1980 — 1981
Business
City University of New York-College of Staten Island
Caryn McCurry's Salomon Smith Barney Experience September 1996 - August 1999
Job Founder & CEO at Singularity
Industry Human Resources
Experience
Singularity January 2008 - Present
Foundation for Inspired Learning 2009 - 2010
Coach for Life 2004 - 2010
Service Associates Transcription Services June 2004 - September 2006
Brown Brothers Harriman September 2000 - January 2003
Deloitte September 1999 - February 2000
Salomon Smith Barney September 1996 - August 1999
Smythe Masterson & Judd 1989 - 1996
Skills
Coaching, Staff Development, Strategy, Entrepreneurship, Workshop Facilitation, Recruiting, Team Building, Human Resources, Executive Coaching, Management, Organizational..., Leadership Development, Talent Management, Program Development, Leadership
Education
Coach for Life, CLC 2002 — 2004
Certificed Life Coach, Coaching
Coach for Life 2002 — 2003
Certified Life Coach, Life Coaching
Baruch College, City University of New York (CUNY) 1983 — 1988
B.S., Industrial Psychology
Singularity January 2008 - Present
Foundation for Inspired Learning 2009 - 2010
Coach for Life 2004 - 2010
Service Associates Transcription Services June 2004 - September 2006
Brown Brothers Harriman September 2000 - January 2003
Deloitte September 1999 - February 2000
Salomon Smith Barney September 1996 - August 1999
Smythe Masterson & Judd 1989 - 1996
Skills
Coaching, Staff Development, Strategy, Entrepreneurship, Workshop Facilitation, Recruiting, Team Building, Human Resources, Executive Coaching, Management, Organizational..., Leadership Development, Talent Management, Program Development, Leadership
Education
Coach for Life, CLC 2002 — 2004
Certificed Life Coach, Coaching
Coach for Life 2002 — 2003
Certified Life Coach, Life Coaching
Baruch College, City University of New York (CUNY) 1983 — 1988
B.S., Industrial Psychology
Herve Francois's Salomon Smith Barney Experience 1994 - 1998
Job Managing Director B.Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
B. Riley & Co. April 2013 - Present
Mizuho Securities USA October 2010 - March 2013
Merriman Curhan Ford & Co. July 2003 - October 2010
Credit Suisse First Boston June 1998 - April 2003
Salomon Smith Barney 1994 - 1998
Skills
Equity Research, Series 7, Series 63, Financial Modeling, Series 24, Capital Markets, Alternative Investments, Bloomberg, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading
Education
Georgetown University - The McDonough School of Business 1992 — 1994
MBA, Finance
Boston College 1986 — 1990
BA, Economics
Siat Ng's Salomon Smith Barney Experience February 1998 - June 1998
Job Senior Vice President, MBA
Industry Financial Services
Experience
Citi April 2004 - Present
Citi June 1998 - March 2004
Salomon Smith Barney February 1998 - June 1998
OCBC (Oversea-Chinese Banking Corporation) May 1988 - January 1996
Skills
Financial Modeling, Project Management, Consulting, Financial Analysis, Derivatives, Credit Risk, Fixed Income, Corporate Finance, Business Analysis, Microsoft Office, Equities, Negotiation, Banking, Capital Markets, Investment Banking, Pearl/Essbase
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Investments, 3.83
Citi April 2004 - Present
Citi June 1998 - March 2004
Salomon Smith Barney February 1998 - June 1998
OCBC (Oversea-Chinese Banking Corporation) May 1988 - January 1996
Skills
Financial Modeling, Project Management, Consulting, Financial Analysis, Derivatives, Credit Risk, Fixed Income, Corporate Finance, Business Analysis, Microsoft Office, Equities, Negotiation, Banking, Capital Markets, Investment Banking, Pearl/Essbase
Education
Baruch College, City University of New York (CUNY) 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Investments, 3.83
Chris O'Malley's Salomon Smith Barney Experience March 1996 - March 2002
Job Executive Director at Interest on Lawyer Account Fund of the State of New York
Industry Nonprofit Organization Management
Experience
Interest on Lawyer Account Fund of the State of New York May 2009 - Present
Student Sponsor Partners June 2002 - July 2007
Salomon Smith Barney March 1996 - March 2002
Education
Boston College
BA, JD
Interest on Lawyer Account Fund of the State of New York May 2009 - Present
Student Sponsor Partners June 2002 - July 2007
Salomon Smith Barney March 1996 - March 2002
Education
Boston College
BA, JD
Demitra Liapis's Salomon Smith Barney Experience 1991 - 1998
Job SVP Manager Network Software at CITI
Industry Financial Services
Experience
Citigroup 2007 - Present
Citigroup 2004 - Present
Citigroup 1998 - 2007
Salomon Smith Barney 1991 - 1998
Skills
Vendor Management, IT Management, Disaster Recovery, Fixed Income, SDLC, Business Continuity, Banking, Enterprise Architecture, Trading Systems, Business Analysis, Market Data, Financial Services, IT Strategy, Risk Management
Education
City University of New York-Baruch College
B.B.A, Statistics and Computer Science
Citigroup 2007 - Present
Citigroup 2004 - Present
Citigroup 1998 - 2007
Salomon Smith Barney 1991 - 1998
Skills
Vendor Management, IT Management, Disaster Recovery, Fixed Income, SDLC, Business Continuity, Banking, Enterprise Architecture, Trading Systems, Business Analysis, Market Data, Financial Services, IT Strategy, Risk Management
Education
City University of New York-Baruch College
B.B.A, Statistics and Computer Science
Aneika Perez, CPA's Salomon Smith Barney Experience September 1999 - April 2003
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2003 - Present
Salomon Smith Barney September 1999 - April 2003
Thornton Tomasetti January 1997 - January 1998
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, CPA, Financial Analysis, GAAP
Education
Baruch College 1996 — 1999
Bachelor of Business Administration, Accounting
City University of New York-Baruch College 1996 — 1999
Bachelor of Business Administration (BBA), Accounting
Ernst & Young August 2003 - Present
Salomon Smith Barney September 1999 - April 2003
Thornton Tomasetti January 1997 - January 1998
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, Financial Accounting, CPA, Financial Analysis, GAAP
Education
Baruch College 1996 — 1999
Bachelor of Business Administration, Accounting
City University of New York-Baruch College 1996 — 1999
Bachelor of Business Administration (BBA), Accounting
Miriam I. Katz's Salomon Smith Barney Experience January 1999 - October 1999
Job Chief Knowledge Officer at Vcorp Services
Industry Legal Services
Experience
Vcorp Services September 2009 - Present
Simon Wiesenthal Center May 2009 - August 2009
National Financial Partners 1999 - August 2008
Salomon Smith Barney January 1999 - October 1999
CIBC Capital Markets (formerly, Oppenheimer & Co.) July 1990 - October 1998
Corroon & Black Corporation, New York, NY April 1987 - June 1990
Skills
Corporate Governance, Due Diligence
Education
Adelphi University 1986 — 1987
Certificate, Generalist, Paralegal Studies
University of Connecticut
BS, Business
Vcorp Services September 2009 - Present
Simon Wiesenthal Center May 2009 - August 2009
National Financial Partners 1999 - August 2008
Salomon Smith Barney January 1999 - October 1999
CIBC Capital Markets (formerly, Oppenheimer & Co.) July 1990 - October 1998
Corroon & Black Corporation, New York, NY April 1987 - June 1990
Skills
Corporate Governance, Due Diligence
Education
Adelphi University 1986 — 1987
Certificate, Generalist, Paralegal Studies
University of Connecticut
BS, Business
Blair Ridley's Salomon Smith Barney Experience July 1996 - September 1999
Job Director at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank September 1999 - Present
Salomon Smith Barney July 1996 - September 1999
T. Rowe Price February 1994 - July 1996
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Mutual Funds, Interest Rate..., Derivatives, Client Communication, Financial Reporting, Retirement Plans, Cost Control, Cost Management, Equities, Asset Allocation, Business Management, Municipal Bonds, ETFs
Education
Boston University 2011 — 2012
Masters of Science, Investment Management
UCSD 1989 — 1993
Bachelor of Arts, Economics
Deutsche Bank September 1999 - Present
Salomon Smith Barney July 1996 - September 1999
T. Rowe Price February 1994 - July 1996
Skills
Fixed Income, Asset Management, Portfolio Management, Investments, Mutual Funds, Interest Rate..., Derivatives, Client Communication, Financial Reporting, Retirement Plans, Cost Control, Cost Management, Equities, Asset Allocation, Business Management, Municipal Bonds, ETFs
Education
Boston University 2011 — 2012
Masters of Science, Investment Management
UCSD 1989 — 1993
Bachelor of Arts, Economics
Stephen Butkow's Salomon Smith Barney Experience 1999 - 2001
Job Citi Investment Banking Division
Industry Investment Banking
Experience
Citi 2011 - Present
Citi 2009 - 2011
Citi 2004 - 2008
Citi 2001 - 2004
Salomon Smith Barney 1999 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Corporate Advisory, Capital Raising, M&A execution, IPO, Distressed Debt, Restructuring, Leveraged Lending, High Yield, Investment Banking, Portfolio Management, Equities, Valuation, Structured Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Management, Corporate Finance, Finance, Financial Analysis, Capital Markets
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Accountancy
Citi 2011 - Present
Citi 2009 - 2011
Citi 2004 - 2008
Citi 2001 - 2004
Salomon Smith Barney 1999 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Corporate Advisory, Capital Raising, M&A execution, IPO, Distressed Debt, Restructuring, Leveraged Lending, High Yield, Investment Banking, Portfolio Management, Equities, Valuation, Structured Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Management, Corporate Finance, Finance, Financial Analysis, Capital Markets
Education
Arizona State University - W. P. Carey School of Business 1994 — 1998
BS, Accountancy
John Malone's Salomon Smith Barney Experience January 1998 - May 1998
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2007 - Present
Silver Point Capital September 2005 - May 2007
GE Capital September 2003 - April 2005
GE Capital August 2000 - August 2003
MapleWood Partners LP May 1999 - August 1999
Salomon Smith Barney January 1998 - May 1998
Compañías Cervecerías Unidas S.A. August 1996 - December 1997
Smith Barney Inc. July 1993 - May 1996
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Binghamton University - School of Management 1989 — 1993
BS, Management
Deutsche Bank June 2007 - Present
Silver Point Capital September 2005 - May 2007
GE Capital September 2003 - April 2005
GE Capital August 2000 - August 2003
MapleWood Partners LP May 1999 - August 1999
Salomon Smith Barney January 1998 - May 1998
Compañías Cervecerías Unidas S.A. August 1996 - December 1997
Smith Barney Inc. July 1993 - May 1996
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Binghamton University - School of Management 1989 — 1993
BS, Management
Sylvia Han Lara's Salomon Smith Barney Experience 1997 - 2001
Job Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan 2001 - Present
JPMorgan Chase 2001 - Present
Salomon Smith Barney 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BBA, Finance, psychology-minor
JP Morgan 2001 - Present
JPMorgan Chase 2001 - Present
Salomon Smith Barney 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BBA, Finance, psychology-minor
Marie Mey's Salomon Smith Barney Experience 1995 - 1998
Job Administrative Assistant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2005 - Present
Gruntal & Company, Inc. 1998 - 2005
Salomon Smith Barney 1995 - 1998
GKN Securities 1992 - 1995
Prudential Securities 1984 - 1992
Education
Art Institute of Fort Lauderdale 1994 — 1996
Associates, Interior Design
Goldman Sachs June 2005 - Present
Gruntal & Company, Inc. 1998 - 2005
Salomon Smith Barney 1995 - 1998
GKN Securities 1992 - 1995
Prudential Securities 1984 - 1992
Education
Art Institute of Fort Lauderdale 1994 — 1996
Associates, Interior Design
Dmitry Nikelshpur's Salomon Smith Barney Experience 1999 - 2001
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan August 2013 - Present
Sophos Solutions Lab February 2013 - Present
Morgan Stanley May 2010 - April 2013
Moody's June 2006 - May 2010
Shearman and Sterling April 2002 - June 2006
Salomon Smith Barney 1999 - 2001
Skills
SQL, Microsoft SQL Server, SDLC, SOA, XML, Software Project..., Enterprise Architecture, Database Design, C++, Agile Methodologies, JavaScript, SharePoint, Perl, PL/SQL, Requirements Analysis, Sybase, Spring, Oracle, AJAX, Linux, Software Development, Java Enterprise Edition, Unix, Java
Education
Pace University 2009 — 2014
Doctorate, Computing
State University of New York at Binghamton 2002 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1989 — 1991
BS candidate, Computer Science
J.P. Morgan August 2013 - Present
Sophos Solutions Lab February 2013 - Present
Morgan Stanley May 2010 - April 2013
Moody's June 2006 - May 2010
Shearman and Sterling April 2002 - June 2006
Salomon Smith Barney 1999 - 2001
Skills
SQL, Microsoft SQL Server, SDLC, SOA, XML, Software Project..., Enterprise Architecture, Database Design, C++, Agile Methodologies, JavaScript, SharePoint, Perl, PL/SQL, Requirements Analysis, Sybase, Spring, Oracle, AJAX, Linux, Software Development, Java Enterprise Edition, Unix, Java
Education
Pace University 2009 — 2014
Doctorate, Computing
State University of New York at Binghamton 2002 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1989 — 1991
BS candidate, Computer Science
Louise Charles's Salomon Smith Barney Experience 1992 - 2001
Job Functional AssistantSupply at AnheuserBusch InBev
Industry Financial Services
Experience
Anheuser-Busch InBev December 2009 - March 2012
Daylight Forensic & Advisory LLC 2007 - 2009
Jack Morton Worldwide 2005 - 2007
Victoria's Secret Direct 2003 - 2005
Charterhouse Group International 2002 - 2003
Salomon Smith Barney 1992 - 2001
Skills
Outlook
Education
Borough of Manhattan Community College 1997 — 1999
Associates, Business Management
Anheuser-Busch InBev December 2009 - March 2012
Daylight Forensic & Advisory LLC 2007 - 2009
Jack Morton Worldwide 2005 - 2007
Victoria's Secret Direct 2003 - 2005
Charterhouse Group International 2002 - 2003
Salomon Smith Barney 1992 - 2001
Skills
Outlook
Education
Borough of Manhattan Community College 1997 — 1999
Associates, Business Management
Agard Allison's Salomon Smith Barney Experience June 1986 - March 1999
Job Executive Assistant at TD Securities
Industry Investment Banking
Experience
TD Securities March 1999 - Present
Salomon Smith Barney June 1986 - March 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Calendaring, PowerPoint, Banking, Microsoft Word, Financial Analysis, Human Resources, Risk Management, Employee Relations, Leadership, Management, Credit, Customer Service, Budgets, Analysis, Accounting, Event Management, Social Networking, Training, Strategic Planning, Team Building, Administrative...
Education
Borough of Manhattan Community College 1997 — 1999
Associate, Business Administration
St. John's University 1983 — 1985
Business Administration, Management and Operations
TD Securities March 1999 - Present
Salomon Smith Barney June 1986 - March 1999
Skills
Outlook, Microsoft Excel, Microsoft Office, Calendaring, PowerPoint, Banking, Microsoft Word, Financial Analysis, Human Resources, Risk Management, Employee Relations, Leadership, Management, Credit, Customer Service, Budgets, Analysis, Accounting, Event Management, Social Networking, Training, Strategic Planning, Team Building, Administrative...
Education
Borough of Manhattan Community College 1997 — 1999
Associate, Business Administration
St. John's University 1983 — 1985
Business Administration, Management and Operations
Venkatraman Balaji's Salomon Smith Barney Experience July 1995 - May 2009
Job Executive Director at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney July 1995 - May 2009
Skills
Wealth Management, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance & IT
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney July 1995 - May 2009
Skills
Wealth Management, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance & IT
Jessica L. Malmquist's Salomon Smith Barney Experience 1998 - 2000
Job Attorney at The Law Offices of Alexandra M. Goddard
Industry Law Practice
Experience
Law Offices of Alexandra M. Goddard August 2010 - Present
Ladden & Allen Chartered August 2008 - August 2010
Historic Property Development June 2004 - August 2007
JP Morgan Chase 2006 - 2007
Martin Currie 2005 - 2006
Weltman, Weinberg & Reis May 2002 - August 2002
Salomon Smith Barney 1998 - 2000
Skills
Valuation, Arbitration, Legal Research, Legal Writing, Contract Negotiation, International Law, Civil Litigation, Mediation, Litigation, Commercial Litigation, Courts, Corporate Law, Dispute Resolution, Trials, Trial Practice, Appeals, Legal Assistance, Alternative Dispute..., Family Law, Hearings, Legal Issues, Westlaw
Education
Case Western Reserve University School of Law 2000 — 2003
JD, Law
Univesity of Edinburgh - School of Law 2003 — 2004
LLM, LLM: Commercial Law
University of Galsgow - School of Economics 2004 — 2006
MPhil, International Economics and Finance
Beloit College 1994 — 1998
BA, Economics & Management and Psychology
Law Offices of Alexandra M. Goddard August 2010 - Present
Ladden & Allen Chartered August 2008 - August 2010
Historic Property Development June 2004 - August 2007
JP Morgan Chase 2006 - 2007
Martin Currie 2005 - 2006
Weltman, Weinberg & Reis May 2002 - August 2002
Salomon Smith Barney 1998 - 2000
Skills
Valuation, Arbitration, Legal Research, Legal Writing, Contract Negotiation, International Law, Civil Litigation, Mediation, Litigation, Commercial Litigation, Courts, Corporate Law, Dispute Resolution, Trials, Trial Practice, Appeals, Legal Assistance, Alternative Dispute..., Family Law, Hearings, Legal Issues, Westlaw
Education
Case Western Reserve University School of Law 2000 — 2003
JD, Law
Univesity of Edinburgh - School of Law 2003 — 2004
LLM, LLM: Commercial Law
University of Galsgow - School of Economics 2004 — 2006
MPhil, International Economics and Finance
Beloit College 1994 — 1998
BA, Economics & Management and Psychology
Amy Zarn's Salomon Smith Barney Experience 1997 - 2002
Job The Music Box Academy of Piano
Industry Music
Experience
The Music Box Academy of Piano August 2013 - Present
Mary Kay Cosmetics June 2003 - Present
Zarn Group Financial Services November 2007 - 2013
Salomon Smith Barney 1997 - 2002
PaineWebber 1993 - 1997
Skills
Retirement Planning, Insurance, Cosmetics, Beauty Industry, Public Speaking, Leadership Development, Recruiting, Team Leadership, Makeup Artistry, Social Media Marketing, Cold Calling, Team Building, Customer Service, Skin Care, Sales, Direct Sales, Small Business
Education
Bethel University 1995 — 1997
Organizational Leadership
Palomar College 1990 — 1993
The Music Box Academy of Piano August 2013 - Present
Mary Kay Cosmetics June 2003 - Present
Zarn Group Financial Services November 2007 - 2013
Salomon Smith Barney 1997 - 2002
PaineWebber 1993 - 1997
Skills
Retirement Planning, Insurance, Cosmetics, Beauty Industry, Public Speaking, Leadership Development, Recruiting, Team Leadership, Makeup Artistry, Social Media Marketing, Cold Calling, Team Building, Customer Service, Skin Care, Sales, Direct Sales, Small Business
Education
Bethel University 1995 — 1997
Organizational Leadership
Palomar College 1990 — 1993
Vicki Moy-Eng's Salomon Smith Barney Experience 1998 - 2000
Job Consultant at RGP
Industry Banking
Experience
RGP December 2014 - Present
Credit Agricole CIB October 2005 - April 2013
Dexia Credit Local July 2001 - October 2005
Deutsche Bank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Fixed Income, Bloomberg, Bonds, Investment Banking, FX Options, Interest Rate..., Trading Systems, Structured Products, Portfolio Management, Capital Markets, Banking, Trading, Risk Management, Asset Management, Financial Modeling, Hedge Funds, Securities
Education
Baruch College, City University of New York (CUNY) 1900 — 1900
BBA, Finance
RGP December 2014 - Present
Credit Agricole CIB October 2005 - April 2013
Dexia Credit Local July 2001 - October 2005
Deutsche Bank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Fixed Income, Bloomberg, Bonds, Investment Banking, FX Options, Interest Rate..., Trading Systems, Structured Products, Portfolio Management, Capital Markets, Banking, Trading, Risk Management, Asset Management, Financial Modeling, Hedge Funds, Securities
Education
Baruch College, City University of New York (CUNY) 1900 — 1900
BBA, Finance
Patrick Diamond's Salomon Smith Barney Experience July 1994 - March 1999
Job Executive Chairman at Next Wave Energy Partners, LP
Industry Oil & Energy
Experience
Next Wave Energy Partners, LP August 2014 - Present
Plains All American Pipeline, L.P. August 2007 - June 2014
Plains All American Pipeline, L.P. July 2005 - August 2007
Plains All American Pipeline, L.P. June 2001 - July 2005
Plains Resources August 1999 - June 2001
Salomon Smith Barney July 1994 - March 1999
Skills
Valuation, Financial Modeling, Natural Gas, Energy, Investment Banking, Master Limited..., Equity Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
Babson College 1990 — 1994
B.S., Finance & Quantitative Studies, Summa Cum Laude
St. Louis Catholic High School (Lake Charles, LA) 1987 — 1990
Next Wave Energy Partners, LP August 2014 - Present
Plains All American Pipeline, L.P. August 2007 - June 2014
Plains All American Pipeline, L.P. July 2005 - August 2007
Plains All American Pipeline, L.P. June 2001 - July 2005
Plains Resources August 1999 - June 2001
Salomon Smith Barney July 1994 - March 1999
Skills
Valuation, Financial Modeling, Natural Gas, Energy, Investment Banking, Master Limited..., Equity Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
Babson College 1990 — 1994
B.S., Finance & Quantitative Studies, Summa Cum Laude
St. Louis Catholic High School (Lake Charles, LA) 1987 — 1990
Tony ferzola's Salomon Smith Barney Experience January 1977 - January 2002
Job Senior Vice president at Citigroup
Industry Financial Services
Mike Tejada's Salomon Smith Barney Experience 1998 - 1998
Job at World Fuel Services
Industry Oil & Energy
Experience
World Fuel Services August 2015 - Present
Noble Group 2010 - July 2015
Constellation Energy 2001 - 2010
Consulting 2000 - 2001
Political Action Committee 1999 - 2000
Salomon Smith Barney 1998 - 1998
Skills
Commodity Markets, Derivatives, Energy, Finance, Financial Analysis, Financial Modeling, Natural Gas
Education
Boston College
Bachelor's degree, Management - Finance/Accounting
Cornell University
Master's degree, Business Administration
World Fuel Services August 2015 - Present
Noble Group 2010 - July 2015
Constellation Energy 2001 - 2010
Consulting 2000 - 2001
Political Action Committee 1999 - 2000
Salomon Smith Barney 1998 - 1998
Skills
Commodity Markets, Derivatives, Energy, Finance, Financial Analysis, Financial Modeling, Natural Gas
Education
Boston College
Bachelor's degree, Management - Finance/Accounting
Cornell University
Master's degree, Business Administration
Thomas W. Gower III's Salomon Smith Barney Experience November 1995 - November 2001
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. November 2001 - Present
Salomon Smith Barney November 1995 - November 2001
British Petroleum/Carborundum January 1990 - November 1995
W.R. Grace & Co. February 1987 - January 1990
Mobil Oil June 1985 - February 1987
IC Industries/Abex April 1982 - June 1985
Skills
Finance, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Investments, Wealth Management, Portfolio Management, Alternative Investments, Valuation, Asset Management, Series 7, Financial Modeling
Education
Babson College 1976 — 1981
B.S., MBA, Economics, Finance
UBS Financial Services Inc. November 2001 - Present
Salomon Smith Barney November 1995 - November 2001
British Petroleum/Carborundum January 1990 - November 1995
W.R. Grace & Co. February 1987 - January 1990
Mobil Oil June 1985 - February 1987
IC Industries/Abex April 1982 - June 1985
Skills
Finance, Fixed Income, Equities, Investment Banking, Capital Markets, Derivatives, Hedge Funds, Investments, Wealth Management, Portfolio Management, Alternative Investments, Valuation, Asset Management, Series 7, Financial Modeling
Education
Babson College 1976 — 1981
B.S., MBA, Economics, Finance
Diana Liou, CISSP, CRISC's Salomon Smith Barney Experience August 2003 - July 2005
Job VP, Senior Information Risk Officer, Asset Management, BNYMellon
Industry Banking
Experience
BNY Mellon September 2014 - Present
JPMorgan Chase December 2012 - August 2014
Citi January 2008 - November 2012
Citigroup August 2005 - December 2007
Salomon Smith Barney August 2003 - July 2005
Salomon Smith Barney February 2001 - July 2003
Stellar Services 2000 - 2000
Standard Chartered Bank 1996 - 1997
Skills
Risk Management, Project Management, Program Management, Sysem Analysis, Business Analysis, Quality Assurance, Information Security..., Vendor Management, Compliance Management, Process Improvement, Product Management, Financial Analysis, Analysis, Risk Mitigation, Compliance, Audit, Security, Capital Markets, SOX, Risk, Risk Assessment, SDLC, IT Audit, IT Governance, Securities, IT Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, IT Management, IT Strategy, Disaster Recovery, Auditing, Compliance Audits, Banking, Internal Audit, Governance, Project Portfolio..., MIS, Business Process..., Risk Analysis, PMP, Metrics, Business Process, Software Project..., Incident Management, Change Management, Team Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MS, Computer Information System
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance
National Taiwan University 1991 — 1995
BBA, Accounting
BNY Mellon September 2014 - Present
JPMorgan Chase December 2012 - August 2014
Citi January 2008 - November 2012
Citigroup August 2005 - December 2007
Salomon Smith Barney August 2003 - July 2005
Salomon Smith Barney February 2001 - July 2003
Stellar Services 2000 - 2000
Standard Chartered Bank 1996 - 1997
Skills
Risk Management, Project Management, Program Management, Sysem Analysis, Business Analysis, Quality Assurance, Information Security..., Vendor Management, Compliance Management, Process Improvement, Product Management, Financial Analysis, Analysis, Risk Mitigation, Compliance, Audit, Security, Capital Markets, SOX, Risk, Risk Assessment, SDLC, IT Audit, IT Governance, Securities, IT Risk, Enterprise Risk..., Operational Risk, Operational Risk..., Business Continuity, IT Management, IT Strategy, Disaster Recovery, Auditing, Compliance Audits, Banking, Internal Audit, Governance, Project Portfolio..., MIS, Business Process..., Risk Analysis, PMP, Metrics, Business Process, Software Project..., Incident Management, Change Management, Team Management, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2001
MS, Computer Information System
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance
National Taiwan University 1991 — 1995
BBA, Accounting
Nick Tiliakos's Salomon Smith Barney Experience April 1998 - December 1999
Job Associate Director Treasury
Industry Financial Services
Experience
Depfa Bank February 2007 - January 2015
Hypo Real Estate Capital Corp July 2004 - February 2007
HypoVereinsbank - UniCredit Bank AG April 2002 - July 2004
Barclays January 2000 - April 2002
Salomon Smith Barney April 1998 - December 1999
Morgan Stanley July 1995 - April 1998
Skills
Capital Markets, Risk Management, Structured Products, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Asset Management, Management, Portfolio Management, Structured Finance, Financial Risk, Investments, Finance, Treasury, Treasury Management, Trading, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance & Investments
Depfa Bank February 2007 - January 2015
Hypo Real Estate Capital Corp July 2004 - February 2007
HypoVereinsbank - UniCredit Bank AG April 2002 - July 2004
Barclays January 2000 - April 2002
Salomon Smith Barney April 1998 - December 1999
Morgan Stanley July 1995 - April 1998
Skills
Capital Markets, Risk Management, Structured Products, Investment Banking, Fixed Income, Derivatives, Hedge Funds, Asset Management, Management, Portfolio Management, Structured Finance, Financial Risk, Investments, Finance, Treasury, Treasury Management, Trading, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance & Investments
Ken Ivy's Salomon Smith Barney Experience July 1998 - March 1999
Job Admissions Representative at ITT Technical Institute
Industry Higher Education
Experience
ITT Technical Institute June 2010 - Present
Noahmaya Candle Co November 2005 - February 2010
Lindsay-Barnett, Inc May 2001 - August 2005
Pacific Enterprises, Inc January 2000 - March 2001
American & Asiatic Trading Co., Inc April 1999 - November 1999
Salomon Smith Barney July 1998 - March 1999
US Navy June 1992 - July 1994
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Career Counseling, Staff Development, Higher Education, Admissions, Student Recruiting, Training, Marketing, Sales, Management, Retaining Customers, Sales Operations, Time Management
Education
Angelo State University 1995 — 1997
BBA, International Business
ITT Technical Institute June 2010 - Present
Noahmaya Candle Co November 2005 - February 2010
Lindsay-Barnett, Inc May 2001 - August 2005
Pacific Enterprises, Inc January 2000 - March 2001
American & Asiatic Trading Co., Inc April 1999 - November 1999
Salomon Smith Barney July 1998 - March 1999
US Navy June 1992 - July 1994
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Career Counseling, Staff Development, Higher Education, Admissions, Student Recruiting, Training, Marketing, Sales, Management, Retaining Customers, Sales Operations, Time Management
Education
Angelo State University 1995 — 1997
BBA, International Business
Gopal Gopalakrishna's Salomon Smith Barney Experience 1997 - 1997
Job Director of Technology at Lending Club
Industry Investment Management
Experience
Lending Club 2013 - Present
BlackRock 2010 - 2013
AXA Rosenberg 2005 - 2010
Bank of America Securities 2004 - 2005
Barclays Capital 2004 - 2004
AT&T Global Services 2002 - 2004
Skillgames 2000 - 2001
Lehman Brothers 1998 - 2000
JP Morgan 1997 - 1998
Salomon Smith Barney 1997 - 1997
Skills
Trading Systems, Software Engineering, Financial Markets, Product Management, JAVA, PHP, Optimization, Algorithm Design, EMS, FIX, Unix Shell Scripting, Derivatives Trading, Tortoise SVN, Data Analysis, Database Design, SQL Tuning, Cache Coherency, User-centered Design, Team Leadership, Mentoring, Agile Methodologies, Language Teaching, Java, Investment Management, Equity Trading, Portfolio Optimization, Equities, Electronic Trading
Education
Indian Institute of Technology, Madras 1984 — 1986
M. S., Computer Science
Anna University 1982 — 1984
M.S, Applied Mathematics
Lending Club 2013 - Present
BlackRock 2010 - 2013
AXA Rosenberg 2005 - 2010
Bank of America Securities 2004 - 2005
Barclays Capital 2004 - 2004
AT&T Global Services 2002 - 2004
Skillgames 2000 - 2001
Lehman Brothers 1998 - 2000
JP Morgan 1997 - 1998
Salomon Smith Barney 1997 - 1997
Skills
Trading Systems, Software Engineering, Financial Markets, Product Management, JAVA, PHP, Optimization, Algorithm Design, EMS, FIX, Unix Shell Scripting, Derivatives Trading, Tortoise SVN, Data Analysis, Database Design, SQL Tuning, Cache Coherency, User-centered Design, Team Leadership, Mentoring, Agile Methodologies, Language Teaching, Java, Investment Management, Equity Trading, Portfolio Optimization, Equities, Electronic Trading
Education
Indian Institute of Technology, Madras 1984 — 1986
M. S., Computer Science
Anna University 1982 — 1984
M.S, Applied Mathematics
Valentina Petkova's Salomon Smith Barney Experience July 2001 - July 2002
Job Senior Researcher, EY Knowledge, Market Intelligence Media & Entertainment
Industry Market Research
Experience
Ernst & Young, LLP July 2015 - Present
CBC Television September 2013 - July 2015
CBC Television August 2010 - August 2013
NERA Economic Consulting January 2009 - July 2010
NERA Economic Consulting July 2002 - August 2004
Salomon Smith Barney July 2001 - July 2002
Skills
Data Analysis, Digital Media, Strategy, Financial Modeling, Competitive Analysis, Business Analysis, Financial Analysis, Finance, Economics, Management, Project Management, Social Media
Education
New York University 2004 — 2009
MA, Politics
Mount Holyoke College 1998 — 2001
BA, Economics; International Relations
American University in Bulgaria 1997 — 1998
Economics
Ernst & Young, LLP July 2015 - Present
CBC Television September 2013 - July 2015
CBC Television August 2010 - August 2013
NERA Economic Consulting January 2009 - July 2010
NERA Economic Consulting July 2002 - August 2004
Salomon Smith Barney July 2001 - July 2002
Skills
Data Analysis, Digital Media, Strategy, Financial Modeling, Competitive Analysis, Business Analysis, Financial Analysis, Finance, Economics, Management, Project Management, Social Media
Education
New York University 2004 — 2009
MA, Politics
Mount Holyoke College 1998 — 2001
BA, Economics; International Relations
American University in Bulgaria 1997 — 1998
Economics
Bill Gamelli's Salomon Smith Barney Experience January 1995 - July 1999
Job President at Mocktail Beverages, Inc.
Industry Food & Beverages
Experience
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Mocktail Beverages, Inc. August 2012 - Present
Babel Education, Inc. September 2009 - Present
Perkins School for the Blind 2005 - 2012
Credit Suisse February 2005 - September 2009
Turner Hill Golf Club 2007 - 2009
Lehman Brothers July 1999 - February 2005
Salomon Smith Barney January 1995 - July 1999
Skills
Capital Markets, Leadership, Management, Private Equity, Strategic Planning, Venture Capital
Education
Boston University 1987 — 1992
BA, Economics, Political Science
Anatoly Zheleznyak's Salomon Smith Barney Experience 1996 - 1998
Job Technical Specialist
Industry Hospital & Health Care
Experience
Express Scripts April 2012 - Present
Medco April 2001 - April 2012
Merrill Lynch 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Intertest, Fileaid, VSAM, CICS, TSO, JCL, COBOL, Mainframe, DB2, Visio, SQL, MS Project, Windows, Excel, Microsoft Office, SDLC, XML, Business Analysis, HTML, Endevor, Data Modeling, SharePoint, Unix, Websphere, ETL, Syncsort, SOA, Performance Tuning, Endeavor, Offshoring, Microsoft Excel, z/OS, Agile Methodologies, Requirements Analysis, Skydiving, Data Warehousing, ISPF, Software Project..., MVS, Teradata, Business Requirements, Databases, Systems Analysis, IBM Mainframe, Enterprise Architecture, Requirements Gathering, CMMI, Application Architecture, Production Support, HIPAA
Education
Odessa National 'I.I. Mecnikov' University 1986 — 1991
Bachelor, Applied Math
Odessa State Economics University 1986 — 1991
bachelor, applied math
Express Scripts April 2012 - Present
Medco April 2001 - April 2012
Merrill Lynch 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Intertest, Fileaid, VSAM, CICS, TSO, JCL, COBOL, Mainframe, DB2, Visio, SQL, MS Project, Windows, Excel, Microsoft Office, SDLC, XML, Business Analysis, HTML, Endevor, Data Modeling, SharePoint, Unix, Websphere, ETL, Syncsort, SOA, Performance Tuning, Endeavor, Offshoring, Microsoft Excel, z/OS, Agile Methodologies, Requirements Analysis, Skydiving, Data Warehousing, ISPF, Software Project..., MVS, Teradata, Business Requirements, Databases, Systems Analysis, IBM Mainframe, Enterprise Architecture, Requirements Gathering, CMMI, Application Architecture, Production Support, HIPAA
Education
Odessa National 'I.I. Mecnikov' University 1986 — 1991
Bachelor, Applied Math
Odessa State Economics University 1986 — 1991
bachelor, applied math
William Leopold's Salomon Smith Barney Experience August 2006 - July 2007
Job BSA/AML Investigator at SunTrust Bank
Industry Banking
Experience
SunTrust June 2015 - Present
Atlanta Police Department August 2010 - May 2015
Consulate General of Israel January 2010 - June 2010
Israel Defense Forces August 2007 - February 2009
Salomon Smith Barney August 2006 - July 2007
Skills
Community Outreach, Criminal Investigations, Investigation, Anti Money Laundering, Fraud, Criminal Law, Analysis, Bank Secrecy Act, Financial Risk, Microsoft Office
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Political Science
SunTrust June 2015 - Present
Atlanta Police Department August 2010 - May 2015
Consulate General of Israel January 2010 - June 2010
Israel Defense Forces August 2007 - February 2009
Salomon Smith Barney August 2006 - July 2007
Skills
Community Outreach, Criminal Investigations, Investigation, Anti Money Laundering, Fraud, Criminal Law, Analysis, Bank Secrecy Act, Financial Risk, Microsoft Office
Education
Binghamton University 2002 — 2006
Bachelor of Arts, Political Science
ROBERT GOLDMAN's Salomon Smith Barney Experience February 1998 - February 1999
Job Operational Risk Specialist at Federal Reserve Bank of Boston
Industry Financial Services
Experience
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Societe Generale June 2010 - August 2012
Morgan Stanley April 2009 - June 2010
Morgan Stanley October 2003 - April 2009
Merrill Lynch December 2002 - September 2003
Reuters venture April 2002 - October 2002
Lehman Brothers June 2000 - March 2002
Prudential Securities September 1999 - May 2000
Salomon Smith Barney February 1998 - February 1999
Skills
Operations Management, Risk Management, Operational Risk, FX Options, Fixed Income, Derivatives, Middle Office, Bloomberg, Trading, Options, Bonds, Foreign Exchange, Swaps, Series 7, Financial Markets, Series 63, Prime Brokerage, Financial Risk, Back Office, Capital Markets, Market Data, Operational Risk..., Market Risk, FX trading, Emerging Markets, Structured Products, Interest Rate..., Settlement, Trading Systems, SWIFT payments, Finance, Relationship Management, Currency, Financial Services, Valuation
Education
Suffolk University Law School 1997 — 1997
Binghamton University 1992 — 1996
Bachelor's degree, Economics
Federal Reserve Bank of Boston September 2013 - Present
Federal Reserve Bank of Boston August 2012 - September 2013
Societe Generale June 2010 - August 2012
Morgan Stanley April 2009 - June 2010
Morgan Stanley October 2003 - April 2009
Merrill Lynch December 2002 - September 2003
Reuters venture April 2002 - October 2002
Lehman Brothers June 2000 - March 2002
Prudential Securities September 1999 - May 2000
Salomon Smith Barney February 1998 - February 1999
Skills
Operations Management, Risk Management, Operational Risk, FX Options, Fixed Income, Derivatives, Middle Office, Bloomberg, Trading, Options, Bonds, Foreign Exchange, Swaps, Series 7, Financial Markets, Series 63, Prime Brokerage, Financial Risk, Back Office, Capital Markets, Market Data, Operational Risk..., Market Risk, FX trading, Emerging Markets, Structured Products, Interest Rate..., Settlement, Trading Systems, SWIFT payments, Finance, Relationship Management, Currency, Financial Services, Valuation
Education
Suffolk University Law School 1997 — 1997
Binghamton University 1992 — 1996
Bachelor's degree, Economics
Matt Fischer's Salomon Smith Barney Experience 1999 - 2003
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments October 2006 - October 2011
M.S. Howells & Co. 2005 - 2006
Virtua Research 2005 - 2006
Bear Stearns 2003 - 2004
Salomon Smith Barney 1999 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire
Fidelity Investments October 2011 - Present
Fidelity Investments October 2006 - October 2011
M.S. Howells & Co. 2005 - 2006
Virtua Research 2005 - 2006
Bear Stearns 2003 - 2004
Salomon Smith Barney 1999 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire
Manolis Liodakis's Salomon Smith Barney Experience 1999 - 2000
Job Partner, Arrowstreet Capital LLC
Industry Financial Services
Experience
Arrowstreet Capital August 2012 - Present
Citadel Investment Group October 2008 - January 2012
Citigroup June 2001 - October 2008
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Risk Management, Equities, Hedge Funds, Portfolio Optimization, Quantitative Investing, Asset Managment, Derivatives, Fixed Income, Quantitative Finance, Equity Research, Statistical Arbitrage, Bloomberg, Global Macro, Alternative Investments, Investments, Emerging Markets, Equity Trading, Asset Management, Asset Allocation, Quantitative Analytics, Trading, Trading Strategies, Market Risk, Financial Modeling, Trading Systems, Mutual Funds
Education
City University London 1996 — 1999
PhD, Finance
University of Birmingham 1995 — 1996
MBA, Finance
Athens University of Economics and Business 1990 — 1994
BSc, Economics & Business
Arrowstreet Capital August 2012 - Present
Citadel Investment Group October 2008 - January 2012
Citigroup June 2001 - October 2008
Morgan Stanley Dean Witter 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Risk Management, Equities, Hedge Funds, Portfolio Optimization, Quantitative Investing, Asset Managment, Derivatives, Fixed Income, Quantitative Finance, Equity Research, Statistical Arbitrage, Bloomberg, Global Macro, Alternative Investments, Investments, Emerging Markets, Equity Trading, Asset Management, Asset Allocation, Quantitative Analytics, Trading, Trading Strategies, Market Risk, Financial Modeling, Trading Systems, Mutual Funds
Education
City University London 1996 — 1999
PhD, Finance
University of Birmingham 1995 — 1996
MBA, Finance
Athens University of Economics and Business 1990 — 1994
BSc, Economics & Business
Katie Broyer's Salomon Smith Barney Experience May 2005 - May 2007
Job Product Solutions at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
DoubleLine Group LP September 2014 - Present
Capital Group 2013 - September 2014
Wellington Management 2010 - 2012
FactSet Research Systems 2008 - 2010
Evergreen Investments May 2007 - August 2007
Salomon Smith Barney May 2005 - May 2007
Education
Bentley University 2004 — 2008
BS, Finance
Elijah Anthony Barnes's Salomon Smith Barney Experience 1995 - 2002
Job PAS Operations Associate at Pershing, a BNY Mellon company
Industry Legal Services
Experience
Pershing, a BNY Mellon company September 2013 - Present
American Express June 2013 - September 2013
DTCC March 2013 - June 2013
EXL Service September 2011 - March 2013
U.S. Trust Bank 2004 - 2008
Salomon Smith Barney 1995 - 2002
Skills
Legal Research, Legal Documents, File Management, Administrative..., Microsoft Word, Filing, Outlook, Data Entry, Scanners, Document Review, Employment Law, Commercial Litigation, Contract Law
Education
Borough of Manhattan Community College 2009 — 2010
Paralegal Certificate, Paralegal Studies
Brooklyn Supreme Court
Pershing, a BNY Mellon company September 2013 - Present
American Express June 2013 - September 2013
DTCC March 2013 - June 2013
EXL Service September 2011 - March 2013
U.S. Trust Bank 2004 - 2008
Salomon Smith Barney 1995 - 2002
Skills
Legal Research, Legal Documents, File Management, Administrative..., Microsoft Word, Filing, Outlook, Data Entry, Scanners, Document Review, Employment Law, Commercial Litigation, Contract Law
Education
Borough of Manhattan Community College 2009 — 2010
Paralegal Certificate, Paralegal Studies
Brooklyn Supreme Court
Ty Sullivan, CFA's Salomon Smith Barney Experience 2000 - 2003
Job Business Line Specialist
Industry Capital Markets
Experience
Federal Reserve Bank of New York 2008 - Present
RBS / ABN Amro 2007 - 2008
Citigroup Global Markets 2003 - 2006
Salomon Smith Barney 2000 - 2003
Skills
Fixed Income Trading, Capital Markets, Equities, Fixed Income, Regulatory Affairs
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Boston College
Bachelor of Arts, Economics
Northfield Mount Hermon
Federal Reserve Bank of New York 2008 - Present
RBS / ABN Amro 2007 - 2008
Citigroup Global Markets 2003 - 2006
Salomon Smith Barney 2000 - 2003
Skills
Fixed Income Trading, Capital Markets, Equities, Fixed Income, Regulatory Affairs
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science, Finance
Boston College
Bachelor of Arts, Economics
Northfield Mount Hermon
Sara Rawshanara's Salomon Smith Barney Experience May 2004 - September 2004
Job Budget Analyst at NYC Office of the Mayor OMB
Industry Nonprofit Organization Management
Experience
NYC Office of the Mayor - OMB June 2015 - Present
Aurang Events & Decor January 2014 - Present
Asian Women In Business July 2009 - September 2013
Crain's New York Business May 2006 - August 2007
Citigroup May 2005 - September 2005
Salomon Smith Barney May 2004 - September 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Entrepreneurship and Business Management
High School of Economics & Finance
NYC Office of the Mayor - OMB June 2015 - Present
Aurang Events & Decor January 2014 - Present
Asian Women In Business July 2009 - September 2013
Crain's New York Business May 2006 - August 2007
Citigroup May 2005 - September 2005
Salomon Smith Barney May 2004 - September 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Entrepreneurship and Business Management
High School of Economics & Finance
Eric Gerber's Salomon Smith Barney Experience January 1998 - September 2000
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale September 2000 - Present
Salomon Smith Barney January 1998 - September 2000
Salomon Smith Barney September 1993 - January 1997
Zeckendorf Company, Inc November 1988 - June 1990
Ferro Berdon and Company January 1986 - November 1988
Skills
Derivatives, Investment Banking, Syndications, Fixed Income, Capital Markets, Product Control, Loans, Trading Systems, FX Options, Middle Office, Equities, Structured Products, Financial Markets, Equity Derivatives, Loan Origination, Credit Derivatives, Structured Finance, Bonds, Market Risk, Securitization, ABS, Operational Risk, Back Office, Interest Rate..., Options, Swaps
Education
Alfred University 1976 — 1980
BS, Accounting
Societe Generale September 2000 - Present
Salomon Smith Barney January 1998 - September 2000
Salomon Smith Barney September 1993 - January 1997
Zeckendorf Company, Inc November 1988 - June 1990
Ferro Berdon and Company January 1986 - November 1988
Skills
Derivatives, Investment Banking, Syndications, Fixed Income, Capital Markets, Product Control, Loans, Trading Systems, FX Options, Middle Office, Equities, Structured Products, Financial Markets, Equity Derivatives, Loan Origination, Credit Derivatives, Structured Finance, Bonds, Market Risk, Securitization, ABS, Operational Risk, Back Office, Interest Rate..., Options, Swaps
Education
Alfred University 1976 — 1980
BS, Accounting
Hadley Weinberger's Salomon Smith Barney Experience 1999 - 2001
Job Senior Financial Analyst at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company July 2014 - Present
Barclays Capital April 2012 - February 2014
Legg Mason March 2008 - January 2012
HSBC October 2007 - March 2008
Nomura Securities 2005 - 2007
Citi September 2004 - August 2005
Highbridge Capital Management May 2002 - May 2004
Times Square Capital Management 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Fixed Income, Derivatives, Bloomberg, Asset Management, Hedge Funds, Valuation, Pricing, Mutual Funds, Portfolio Management, Product Control, Equities, Operations, Trading, Trading Systems, Buy Side, Sell Side, Securities, FMS/PeopleSoft, MS Office, IDC, Reuters, Visual Portfolio Manager, Invest One, DST, Policies & Procedures, ADP, Tolerance Analysis, Team Management, Internal Controls, FAS 157, Financial Markets, Capital Markets, Securitization, Structured Finance, Investments, Policy, Microsoft Office, ADP Payroll, Buy-side, Options, Middle Office, FX Options, Risk Management, Finance, Back Office, Financial Risk, Management, Financial Analysis, Analysis
Education
Auburn University 1996 — 1998
MBA, Management Information Systems
University of Alabama in Huntsville 1991 — 1995
BS, Finance
The Walt Disney Company July 2014 - Present
Barclays Capital April 2012 - February 2014
Legg Mason March 2008 - January 2012
HSBC October 2007 - March 2008
Nomura Securities 2005 - 2007
Citi September 2004 - August 2005
Highbridge Capital Management May 2002 - May 2004
Times Square Capital Management 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Fixed Income, Derivatives, Bloomberg, Asset Management, Hedge Funds, Valuation, Pricing, Mutual Funds, Portfolio Management, Product Control, Equities, Operations, Trading, Trading Systems, Buy Side, Sell Side, Securities, FMS/PeopleSoft, MS Office, IDC, Reuters, Visual Portfolio Manager, Invest One, DST, Policies & Procedures, ADP, Tolerance Analysis, Team Management, Internal Controls, FAS 157, Financial Markets, Capital Markets, Securitization, Structured Finance, Investments, Policy, Microsoft Office, ADP Payroll, Buy-side, Options, Middle Office, FX Options, Risk Management, Finance, Back Office, Financial Risk, Management, Financial Analysis, Analysis
Education
Auburn University 1996 — 1998
MBA, Management Information Systems
University of Alabama in Huntsville 1991 — 1995
BS, Finance
Vikram Datla's Salomon Smith Barney Experience 1998 - 1999
Job Docmation, Principal
Industry Information Technology and Services
Experience
Docmation (Wissen Inc.) 2003 - Present
Plumsoft 2008 - Present
Burntsand 2001 - 2003
WireImage (formely Infopost) 1999 - 2001
Salomon Smith Barney 1998 - 1999
Prudential Securities 1996 - 1998
Skills
Solution Architecture, Enterprise Architecture, Enterprise Content..., SOA, Documentum, Software Project..., SDLC, Business Process Design, Application Architecture, Java Enterprise Edition, IT Strategy, Business Analysis, Cloud Applications, Salesforce, SharePoint, .NET, Verity K2, Agile Methodologies, Cloud Computing, Data Modeling, Enterprise Software, Integration, Microsoft SQL Server, Requirements Analysis, Salesforce.com, Web Services, Weblogic
Education
New Jersey Institute of Technology 1995 — 1996
Masters, Industrial Engineering
New Jersey Institute of Technology 1995 — 1996
M.S, Computer Science
Birla Institute of Technology and Science, Pilani 1990 — 1995
M.S,B.E, Dual Degree (Chemistry/Mechanical)
Docmation (Wissen Inc.) 2003 - Present
Plumsoft 2008 - Present
Burntsand 2001 - 2003
WireImage (formely Infopost) 1999 - 2001
Salomon Smith Barney 1998 - 1999
Prudential Securities 1996 - 1998
Skills
Solution Architecture, Enterprise Architecture, Enterprise Content..., SOA, Documentum, Software Project..., SDLC, Business Process Design, Application Architecture, Java Enterprise Edition, IT Strategy, Business Analysis, Cloud Applications, Salesforce, SharePoint, .NET, Verity K2, Agile Methodologies, Cloud Computing, Data Modeling, Enterprise Software, Integration, Microsoft SQL Server, Requirements Analysis, Salesforce.com, Web Services, Weblogic
Education
New Jersey Institute of Technology 1995 — 1996
Masters, Industrial Engineering
New Jersey Institute of Technology 1995 — 1996
M.S, Computer Science
Birla Institute of Technology and Science, Pilani 1990 — 1995
M.S,B.E, Dual Degree (Chemistry/Mechanical)
George Mougias's Salomon Smith Barney Experience 2000 - 2001
Job Senior Financial Accountant & Analyst
Industry Financial Services
Experience
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
AIG September 2012 - Present
HSBC Securities 2006 - 2012
Citigroup (Formerly Bisys) 2004 - 2006
BNY Mellon 2001 - 2004
Salomon Smith Barney 2000 - 2001
Morgan Stanley 1999 - 2000
Skills
Bloomberg, Fund Of Funds, Hedge Funds, Fund Accounting, Fund Administration
Education
Baruch College
BBA, Accounting, 3.3
Dowling College
MBA, Finance, 3.9
Juscelinda Evora's Salomon Smith Barney Experience January 2003 - December 2005
Job Lease Administrator Project Accountant
Industry Real Estate
Experience
Morgan Stanley Wealth Management June 2009 - April 2013
Citi January 2006 - May 2009
Salomon Smith Barney January 2003 - December 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley Wealth Management June 2009 - April 2013
Citi January 2006 - May 2009
Salomon Smith Barney January 2003 - December 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
April Engel's Salomon Smith Barney Experience November 1996 - July 1999
Job Equity Management Consultant at CompIntelligence
Industry Financial Services
Experience
CompIntelligence May 2014 - Present
Saks Fifth Avenue May 2007 - January 2014
Saks Fifth Avenue July 1999 - May 2007
Salomon Smith Barney November 1996 - July 1999
Skills
Human Resources, Equities, Finance, Program Management, Incentive Programs, Tax, Administration, Stocks, Financial Statements, Financial Analysis, Forecasting, Financial Modeling
Education
Auburn University 1991 — 1995
International Business
CompIntelligence May 2014 - Present
Saks Fifth Avenue May 2007 - January 2014
Saks Fifth Avenue July 1999 - May 2007
Salomon Smith Barney November 1996 - July 1999
Skills
Human Resources, Equities, Finance, Program Management, Incentive Programs, Tax, Administration, Stocks, Financial Statements, Financial Analysis, Forecasting, Financial Modeling
Education
Auburn University 1991 — 1995
International Business
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers