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
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Salomon Smith Barney Employees
Employee
Years
Job
Industry
Jennifer McArdle Jennifer McArdle's Salomon Smith Barney Experience April 2000 - April 2001
Job Licensed Insurance Agent and Reimbursement Consultant
Industry Insurance
Experience
Bayside Restaurant May 2012 - October 2014
Hillstone Restaurant Group August 1998 - April 2011
Premier Source Reimbursement Solutions September 2008 - November 2010
Salomon Smith Barney April 2000 - April 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, PowerPoint, English, Windows, Research, Teaching, Photoshop, Strategic Planning, Budgets, Negotiation, HTML, Team Building, CRM, Conflict Resolution, GIS systems, Leadership, Training, Management, Sales
Education
California State University-Fullerton 2002 — 2006
Masters in Science, Management Information Systems, GIS and Statistics
California State University-Fullerton 1998 — 2001
Bachelor of Business Administration (B.A.), International Finance
CDM and CSUF
Master's degree, Management Information Systems
Bayside Restaurant May 2012 - October 2014
Hillstone Restaurant Group August 1998 - April 2011
Premier Source Reimbursement Solutions September 2008 - November 2010
Salomon Smith Barney April 2000 - April 2001
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Public Speaking, PowerPoint, English, Windows, Research, Teaching, Photoshop, Strategic Planning, Budgets, Negotiation, HTML, Team Building, CRM, Conflict Resolution, GIS systems, Leadership, Training, Management, Sales
Education
California State University-Fullerton 2002 — 2006
Masters in Science, Management Information Systems, GIS and Statistics
California State University-Fullerton 1998 — 2001
Bachelor of Business Administration (B.A.), International Finance
CDM and CSUF
Master's degree, Management Information Systems
Brian Thoms Brian Thoms's Salomon Smith Barney Experience January 2001 - August 2005
Job Asst. Professor of Computer Science
Industry Information Technology and Services
Experience
California State University-Channel Islands August 2014 - Present
HealthATM February 2009 - Present
Farmingdale State University of New York August 2010 - August 2014
Kaplan University January 2010 - January 2012
San Diego State University January 2008 - August 2010
Claremont Graduate University September 2005 - May 2010
Salomon Smith Barney January 2001 - August 2005
Skills
Jumping Jack of All..., Data Analysis, Research, Higher Education, Analysis, Programming, Databases, Leadership, Java, HTML, Public Speaking, SQL, Management, PowerPoint, Microsoft Office, Microsoft Excel, Healthcare, E-Learning, System Administration, Windows, Visio, Access, Teaching, C++, Team Leadership, Technical Writing
Education
Claremont Graduate University 2005 — 2009
PhD, Information Systems and Technology
Stevens Institute of Technology 2002 — 2004
Master of Science, Information Systems
Fordham University 1997 — 2001
Bachelor of Science, Computer Science
California State University-Channel Islands August 2014 - Present
HealthATM February 2009 - Present
Farmingdale State University of New York August 2010 - August 2014
Kaplan University January 2010 - January 2012
San Diego State University January 2008 - August 2010
Claremont Graduate University September 2005 - May 2010
Salomon Smith Barney January 2001 - August 2005
Skills
Jumping Jack of All..., Data Analysis, Research, Higher Education, Analysis, Programming, Databases, Leadership, Java, HTML, Public Speaking, SQL, Management, PowerPoint, Microsoft Office, Microsoft Excel, Healthcare, E-Learning, System Administration, Windows, Visio, Access, Teaching, C++, Team Leadership, Technical Writing
Education
Claremont Graduate University 2005 — 2009
PhD, Information Systems and Technology
Stevens Institute of Technology 2002 — 2004
Master of Science, Information Systems
Fordham University 1997 — 2001
Bachelor of Science, Computer Science
Christine Tai Schwerin Christine Tai Schwerin's Salomon Smith Barney Experience 2000 - 2002
Job Finance Professional
Industry Financial Services
Experience
Vertis Communications 2010 - 2012
Constellation Energy - Finance Leadership Program 2007 - 2009
Arden Asset Management 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Budgeting, Variance Analysis, Strategic Planning, Financial Reporting, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, Accounting, and Quantitative Analysis
The Johns Hopkins University 1995 — 1999
Dual Bachelor of Arts, International Studies and German Studies
Vertis Communications 2010 - 2012
Constellation Energy - Finance Leadership Program 2007 - 2009
Arden Asset Management 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Budgeting, Variance Analysis, Strategic Planning, Financial Reporting, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, Accounting, and Quantitative Analysis
The Johns Hopkins University 1995 — 1999
Dual Bachelor of Arts, International Studies and German Studies
Valerie Pitts Valerie Pitts's Salomon Smith Barney Experience 1998 - 1999
Job Desktop Support Analyst at Gibbons P.C.
Industry Information Technology and Services
Experience
Gibbons P.C. April 2007 - Present
Kelley Drye & Warren LLP 2005 - 2007
Milberg Weiss 2005 - 2006
UBS Investment Bank 2005 - 2005
merrill lynch 1999 - 2005
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 2000
Salomon Smith Barney 1998 - 1999
Skills
Active Directory, Citrix, Troubleshooting, PowerPoint, Blackberry, Laptops, Printers, Remote Desktop, Outlook, Document Management, Windows 7, Computer Hardware, Microsoft Office, Windows, Software Documentation, Hardware, Microsoft Word, XP, Microsoft Excel, Access, Customer Service, Microsoft Office 2007, Help Desk Support, Adobe Acrobat, System Deployment, Blackberry Enterprise..., SharePoint, Technical Support, Information Technology, Windows XP, VMware, Windows Server
Education
Brooklyn College 1983 — 1987
Gibbons P.C. April 2007 - Present
Kelley Drye & Warren LLP 2005 - 2007
Milberg Weiss 2005 - 2006
UBS Investment Bank 2005 - 2005
merrill lynch 1999 - 2005
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 2000
Salomon Smith Barney 1998 - 1999
Skills
Active Directory, Citrix, Troubleshooting, PowerPoint, Blackberry, Laptops, Printers, Remote Desktop, Outlook, Document Management, Windows 7, Computer Hardware, Microsoft Office, Windows, Software Documentation, Hardware, Microsoft Word, XP, Microsoft Excel, Access, Customer Service, Microsoft Office 2007, Help Desk Support, Adobe Acrobat, System Deployment, Blackberry Enterprise..., SharePoint, Technical Support, Information Technology, Windows XP, VMware, Windows Server
Education
Brooklyn College 1983 — 1987
Andres Aguila Andres Aguila's Salomon Smith Barney Experience September 1997 - May 2000
Job Director & Counsel at Societe Generale
Industry Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
BMO Financial Group September 2006 - Present
Mayer Brown 2000 - 2006
Salomon Smith Barney September 1997 - May 2000
Skills
Commodity Derivatives, Regulatory Affairs, Capital Markets, Derivatives, Risk Management, Trading, Financial Regulation, Financial Services, Banking, Financial Risk, Structured Finance
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD) (Cum Laude)
Colgate University 1988 — 1992
Bachelor of Arts (BA), International Relations & French
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
BMO Financial Group September 2006 - Present
Mayer Brown 2000 - 2006
Salomon Smith Barney September 1997 - May 2000
Skills
Commodity Derivatives, Regulatory Affairs, Capital Markets, Derivatives, Risk Management, Trading, Financial Regulation, Financial Services, Banking, Financial Risk, Structured Finance
Education
University of Miami School of Law 1994 — 1997
Doctor of Law (JD) (Cum Laude)
Colgate University 1988 — 1992
Bachelor of Arts (BA), International Relations & French
Francesco Foggia Francesco Foggia's Salomon Smith Barney Experience February 1997 - October 1999
Job Vice President of Mortgage Lending at Guaranteed Rate www.FrancescoFoggia.com
Industry Real Estate
Experience
Guaranteed Rate - www.FrancescoFoggia.com May 2014 - Present
CS Financial September 2005 - May 2014
Northwestern Mutual November 1999 - September 2005
Salomon Smith Barney February 1997 - October 1999
Skills
Short Sales, Mortgage Lending, Residential Mortgages, Refinance, Loans, Finance, REO, Loan Origination, Mortgage Banking, Real Estate, First Time Home Buyers, FHA, Investment Properties, VA loans, Certified Mortgage..., Real Estate Economics, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting, Underwriting, Foreclosures, Loss Mitigation
Education
California State University-Northridge 1996 — 2004
Guaranteed Rate - www.FrancescoFoggia.com May 2014 - Present
CS Financial September 2005 - May 2014
Northwestern Mutual November 1999 - September 2005
Salomon Smith Barney February 1997 - October 1999
Skills
Short Sales, Mortgage Lending, Residential Mortgages, Refinance, Loans, Finance, REO, Loan Origination, Mortgage Banking, Real Estate, First Time Home Buyers, FHA, Investment Properties, VA loans, Certified Mortgage..., Real Estate Economics, Reverse Mortgages, Commercial Mortgages, Mortgage Underwriting, Underwriting, Foreclosures, Loss Mitigation
Education
California State University-Northridge 1996 — 2004
Madeleine Antekelian Madeleine Antekelian's Salomon Smith Barney Experience 1979 - 2001
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2001 - Present
Salomon Smith Barney 1979 - 2001
Education
California State University-Northridge
BA, Business Administration
UBS Financial Services Inc. 2001 - Present
Salomon Smith Barney 1979 - 2001
Education
California State University-Northridge
BA, Business Administration
Ash Benzo Ash Benzo's Salomon Smith Barney Experience 1999 - 2000
Job TreasurerDebt Treasury Manager
Industry Government Administration
Experience
City of Cape Coral 2015 - Present
ASNF Financial 2004 - 2015
UPS 2002 - 2004
Citi 2000 - 2002
Salomon Smith Barney 1999 - 2000
Skills
Entrepreneurship, Business Strategy, Start-ups, Business Planning, Trading, Finance, Financial Analysis
Education
New York University
Master of Science (MS), MPA, Financial Management of Governments and Municipalities
Princeton University
M.Fin., Finance
Clark Atlanta University
Masters in Business Administration
Morehouse College
Bachelor's degree, Finance, 3.83
City of Cape Coral 2015 - Present
ASNF Financial 2004 - 2015
UPS 2002 - 2004
Citi 2000 - 2002
Salomon Smith Barney 1999 - 2000
Skills
Entrepreneurship, Business Strategy, Start-ups, Business Planning, Trading, Finance, Financial Analysis
Education
New York University
Master of Science (MS), MPA, Financial Management of Governments and Municipalities
Princeton University
M.Fin., Finance
Clark Atlanta University
Masters in Business Administration
Morehouse College
Bachelor's degree, Finance, 3.83
Mark Meyer, CFA Mark Meyer, CFA's Salomon Smith Barney Experience 1994 - 1998
Job Former Managing Director Seix Investment Advisors LLC
Industry Investment Management
Experience
Formerly at Seix Investment Advisors LLC 2010 - 2015
Nomura Asset Management U.S.A. Inc. 2006 - 2010
Franklin Templeton Portfolio Advisors 2001 - 2004
Fiduciary Trust Company 1998 - 2001
Salomon Smith Barney 1994 - 1998
Bankers Trust (BT Securities) 1993 - 1994
Merrill Lynch & Co. 1987 - 1993
Merrill Lynch & Co. 1984 - 1985
Skills
Sales Management, Public Plans, Consultant Relations, Corporate Plans, Foundations and..., Taft-Hartley, Insurance Portfolios, Fixed Income, High Yield, Bank Loans and CLOs, Equities, Asset Managment, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Derivatives, Asset Management, 401k
Education
Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
California State University-Long Beach 1979 — 1983
Bachelor of Science (BS), Accounting
Woodrow Wilson High School - Long Beach 1976 — 1979
Formerly at Seix Investment Advisors LLC 2010 - 2015
Nomura Asset Management U.S.A. Inc. 2006 - 2010
Franklin Templeton Portfolio Advisors 2001 - 2004
Fiduciary Trust Company 1998 - 2001
Salomon Smith Barney 1994 - 1998
Bankers Trust (BT Securities) 1993 - 1994
Merrill Lynch & Co. 1987 - 1993
Merrill Lynch & Co. 1984 - 1985
Skills
Sales Management, Public Plans, Consultant Relations, Corporate Plans, Foundations and..., Taft-Hartley, Insurance Portfolios, Fixed Income, High Yield, Bank Loans and CLOs, Equities, Asset Managment, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Derivatives, Asset Management, 401k
Education
Tuck School of Business at Dartmouth 1985 — 1987
Master of Business Administration (MBA)
California State University-Long Beach 1979 — 1983
Bachelor of Science (BS), Accounting
Woodrow Wilson High School - Long Beach 1976 — 1979
Matthew S. Rogers Matthew S. Rogers's Salomon Smith Barney Experience July 1996 - June 1998
Job Sr. Vice President, Head of Enterprise Loyalty Strategy at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
ProSight Specialty Insurance June 2013 - January 2015
Capital One January 2012 - June 2013
Capital One April 2010 - January 2012
American Express September 2008 - March 2010
American Express March 2005 - September 2008
American Express June 2004 - March 2005
American Express June 2002 - June 2004
American Express August 2000 - June 2002
Salomon Smith Barney July 1996 - June 1998
Skills
Product Development, Business Strategy, Competitive Analysis, Customer Loyalty..., Customer Experience..., Integrated..., Product Management, Drive Results, Cross-functional Team..., Leadership, Customer Advocacy, Relationship Marketing, Innovation, Strategic Transformation, Customer Acquisition, Financial Analysis, Cross Selling, Loyalty Marketing, Rewards Programs, CRM, Analytics, Customer Experience, Financial Services, Management, Management Consulting, Strategy
Education
Harvard Business School 1998 — 2000
MBA, Business & General Management
Brown University 1990 — 1994
Bachelor of Arts (B.A.), International Relations & Economics
Wells Fargo April 2015 - Present
ProSight Specialty Insurance June 2013 - January 2015
Capital One January 2012 - June 2013
Capital One April 2010 - January 2012
American Express September 2008 - March 2010
American Express March 2005 - September 2008
American Express June 2004 - March 2005
American Express June 2002 - June 2004
American Express August 2000 - June 2002
Salomon Smith Barney July 1996 - June 1998
Skills
Product Development, Business Strategy, Competitive Analysis, Customer Loyalty..., Customer Experience..., Integrated..., Product Management, Drive Results, Cross-functional Team..., Leadership, Customer Advocacy, Relationship Marketing, Innovation, Strategic Transformation, Customer Acquisition, Financial Analysis, Cross Selling, Loyalty Marketing, Rewards Programs, CRM, Analytics, Customer Experience, Financial Services, Management, Management Consulting, Strategy
Education
Harvard Business School 1998 — 2000
MBA, Business & General Management
Brown University 1990 — 1994
Bachelor of Arts (B.A.), International Relations & Economics
Cindy V. McGulvery's Salomon Smith Barney Experience September 2000 - October 2003
Job Facilities Coordinator/ Office Manager at The National Center on Addiction and Substance Abuse at Columbia University
Industry Nonprofit Organization Management
Experience
CASAColumbia November 2011 - Present
CASA Columbia April 2011 - July 2011
CITI SMITH BARNEY September 2000 - September 2009
Citi Smith Barney July 2005 - July 2009
Citi Smith Barney 2000 - 2009
Mutual Fund & Annuity October 2003 - July 2005
Salomon Smith Barney September 2000 - October 2003
PRUDENTIAL SECURITIES May 2000 - September 2000
Skills
Calendars, Business Correspondence, Confidentiality, Project Coordination, Human Resources, Management, Marketing, Portfolio Management, Mutual Funds, Nonprofits, Insurance, Training, Sales
Education
Colgate University 1994 — 1999
Bachelor of Arts, Theatre/ Education
Colgate University 1994 — 1999
Bachelor of Arts, Education & Theatre
St Pius V High School 1990 — 1994
Regents Diploma
CASAColumbia November 2011 - Present
CASA Columbia April 2011 - July 2011
CITI SMITH BARNEY September 2000 - September 2009
Citi Smith Barney July 2005 - July 2009
Citi Smith Barney 2000 - 2009
Mutual Fund & Annuity October 2003 - July 2005
Salomon Smith Barney September 2000 - October 2003
PRUDENTIAL SECURITIES May 2000 - September 2000
Skills
Calendars, Business Correspondence, Confidentiality, Project Coordination, Human Resources, Management, Marketing, Portfolio Management, Mutual Funds, Nonprofits, Insurance, Training, Sales
Education
Colgate University 1994 — 1999
Bachelor of Arts, Theatre/ Education
Colgate University 1994 — 1999
Bachelor of Arts, Education & Theatre
St Pius V High School 1990 — 1994
Regents Diploma
Tanya F. Marten Tanya F. Marten's Salomon Smith Barney Experience 1997 - 2000
Job
Industry Legal Services
Experience
White Oak Building and Design (various projects) February 2015 - August 2015
Powell Flynn LLP October 2014 - December 2014
Fisher & Phillips LLP April 2013 - February 2014
Tidewater Jewish Foundation June 2011 - December 2012
Greenberg Traurig, LLP November 2006 - June 2011
Actors Repertory Theatre 2000 - 2011
Chapman and Cutler LLP August 2004 - October 2006
Appropriate Temporaries February 2002 - August 2004
Salomon Smith Barney 1997 - 2000
Creative Acting Company 1997 - 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, Word Processing, Adobe, Legal Documents, LiveNote, FileSite, Docs, Dictaphone, Communication Skills, Filing, Electronic Filing, Typing, Organization &..., Articles Of..., Annual Reports, Video Conferencing, Positive Can-do Attitude, Team-oriented, Writing, Internet Explorer, Firefox, QuickBooks, Adobe Creative Suite, Photoshop, InDesign, Graphic Design, Marketing, Video Production, Final Cut Pro, Social Media Marketing, Website Building, Credit Card Transaction..., DeltaView, Nonprofits, CaseMap, Event Planning, Public Speaking
Education
Brandeis University
Master of Fine Arts (M.F.A.), Theatre/Theater
University of Maryland College Park
Bachelor of Arts (BA), Communication, General
White Oak Building and Design (various projects) February 2015 - August 2015
Powell Flynn LLP October 2014 - December 2014
Fisher & Phillips LLP April 2013 - February 2014
Tidewater Jewish Foundation June 2011 - December 2012
Greenberg Traurig, LLP November 2006 - June 2011
Actors Repertory Theatre 2000 - 2011
Chapman and Cutler LLP August 2004 - October 2006
Appropriate Temporaries February 2002 - August 2004
Salomon Smith Barney 1997 - 2000
Creative Acting Company 1997 - 1998
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, Outlook, Word Processing, Adobe, Legal Documents, LiveNote, FileSite, Docs, Dictaphone, Communication Skills, Filing, Electronic Filing, Typing, Organization &..., Articles Of..., Annual Reports, Video Conferencing, Positive Can-do Attitude, Team-oriented, Writing, Internet Explorer, Firefox, QuickBooks, Adobe Creative Suite, Photoshop, InDesign, Graphic Design, Marketing, Video Production, Final Cut Pro, Social Media Marketing, Website Building, Credit Card Transaction..., DeltaView, Nonprofits, CaseMap, Event Planning, Public Speaking
Education
Brandeis University
Master of Fine Arts (M.F.A.), Theatre/Theater
University of Maryland College Park
Bachelor of Arts (BA), Communication, General
Geoff Pencikowski Geoff Pencikowski's Salomon Smith Barney Experience December 1997 - May 1998
Job Project Management | Investments | Insurance | Process Improvement | Employee Benefit Services | Specialty Markets
Industry Financial Services
Experience
The Hartford February 2007 - July 2012
The Hartford August 2004 - January 2007
The Hartford March 2003 - August 2004
The Hartford July 1999 - August 2004
Salomon Smith Barney December 1997 - May 1998
Skills
Insurance, Mutual Funds, Process Improvement, Bloomberg, Financial Reporting, Finance, Financial Analysis, Financial Services, Variance Analysis, Account Reconciliation, GAAP, Microsoft Office, Leadership, Internal Controls, Life Insurance, Investment Management, General Ledger, Disability Insurance, Valuation, Relationship Management, Sarbanes-Oxley, Project Management, Financial Audits, Metrics Reporting, Fixed Income Portfolio..., Vendor Management, Statutory Accounting, Separate Accounts, Acquisition Integration, Expense Management, Claims Management, Derivatives, Strategic Sourcing, Banking and Treasury, New Business..., Mortgage Allocations..., Sales and Incentive..., Legal and Compliance, Actuarial Support, Business Intelligence, Pricing, Specialty Products, Migration Projects, Enterprise Risk..., TRICARE, Accounts Payable &..., Affinity Groups, Process Flow..., Revenue-Premium Analysis, Investment Advisory...
Education
Bryant University 1994 — 1998
Bachelor of Science (BS), Finance
The Hartford February 2007 - July 2012
The Hartford August 2004 - January 2007
The Hartford March 2003 - August 2004
The Hartford July 1999 - August 2004
Salomon Smith Barney December 1997 - May 1998
Skills
Insurance, Mutual Funds, Process Improvement, Bloomberg, Financial Reporting, Finance, Financial Analysis, Financial Services, Variance Analysis, Account Reconciliation, GAAP, Microsoft Office, Leadership, Internal Controls, Life Insurance, Investment Management, General Ledger, Disability Insurance, Valuation, Relationship Management, Sarbanes-Oxley, Project Management, Financial Audits, Metrics Reporting, Fixed Income Portfolio..., Vendor Management, Statutory Accounting, Separate Accounts, Acquisition Integration, Expense Management, Claims Management, Derivatives, Strategic Sourcing, Banking and Treasury, New Business..., Mortgage Allocations..., Sales and Incentive..., Legal and Compliance, Actuarial Support, Business Intelligence, Pricing, Specialty Products, Migration Projects, Enterprise Risk..., TRICARE, Accounts Payable &..., Affinity Groups, Process Flow..., Revenue-Premium Analysis, Investment Advisory...
Education
Bryant University 1994 — 1998
Bachelor of Science (BS), Finance
Dianne Webster, CFP®, AIF®, CLTC Dianne Webster, CFP®, AIF®, CLTC's Salomon Smith Barney Experience October 1996 - October 1999
Job An experienced CFP® professional providing steady, realistic financial guidance and life planning for retirement
Industry Financial Services
Experience
Insight Financial Horizons January 2000 - Present
Insight Financial Horizons June 2010 - Present
Insight Financial Horizons June 2004 - Present
Financial Planning Association 2003 - 2009
Salomon Smith Barney October 1996 - October 1999
Arkwright Mutual Insurance Company March 1979 - October 1996
Skills
Retirement, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Estate Planning, Wealth, Strategic Financial..., Personal Finance, Asset Allocation, Investments, Mutual Funds, 401k, Financial Planners, Fixed Annuities, Long-term Care, IRAs, Personal Financial..., Investment Strategies, Securities
Education
Boston University Questrom School of Business 1984 — 1989
M.B.A.
Northeastern University 1982 — 1984
B.S.
Insight Financial Horizons January 2000 - Present
Insight Financial Horizons June 2010 - Present
Insight Financial Horizons June 2004 - Present
Financial Planning Association 2003 - 2009
Salomon Smith Barney October 1996 - October 1999
Arkwright Mutual Insurance Company March 1979 - October 1996
Skills
Retirement, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Estate Planning, Wealth, Strategic Financial..., Personal Finance, Asset Allocation, Investments, Mutual Funds, 401k, Financial Planners, Fixed Annuities, Long-term Care, IRAs, Personal Financial..., Investment Strategies, Securities
Education
Boston University Questrom School of Business 1984 — 1989
M.B.A.
Northeastern University 1982 — 1984
B.S.
Brian Flemmer Brian Flemmer's Salomon Smith Barney Experience November 1999 - June 2005
Job Senior Manager, Technology Education at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Sujata Vemuri Sujata Vemuri's Salomon Smith Barney Experience 1999 - 2000
Job WFA Global Investments
Industry Venture Capital & Private Equity
Experience
WFA Global Investments 2011 - Present
Yecagra Advisory Group 2003 - 2010
Morgan Stanley 2000 - 2002
Salomon Smith Barney 1999 - 2000
Schroders 1995 - 1999
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Finance, Entrepreneurship, Financial Modeling, Due Diligence, Investments, Valuation, Business Strategy, Investment Banking, Capital Raising
Education
Carnegie Mellon University - Tepper School of Business
Executive MBA in Asset and Wealth Management
Columbia University in the City of New York
Master's degree
Mount Holyoke College
Bachelor's degree
WFA Global Investments 2011 - Present
Yecagra Advisory Group 2003 - 2010
Morgan Stanley 2000 - 2002
Salomon Smith Barney 1999 - 2000
Schroders 1995 - 1999
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Start-ups, Corporate Finance, Entrepreneurship, Financial Modeling, Due Diligence, Investments, Valuation, Business Strategy, Investment Banking, Capital Raising
Education
Carnegie Mellon University - Tepper School of Business
Executive MBA in Asset and Wealth Management
Columbia University in the City of New York
Master's degree
Mount Holyoke College
Bachelor's degree
Anwer Kamal Anwer Kamal's Salomon Smith Barney Experience July 1996 - June 2001
Job Senior Manager MFT & Batch Processing at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
TD Ameritrade March 2011 - Present
Standard & Poor's June 2001 - May 2011
Salomon Smith Barney July 1996 - June 2001
CrossMar (Citi Group) June 1993 - July 1996
Cantor Fitzgerald February 1992 - June 1993
Colgate Palmolive September 1990 - February 1992
Janus System January 1990 - September 1990
NYNEX February 1988 - January 1990
Skills
Enterprise Architecture, SDLC, Vendor Management, Integration, IT Management, Business Analysis, Agile Methodologies, Unix, Software Project..., IT Strategy, EAI, Cloud Computing, Business Intelligence, Disaster Recovery, Software Development, ITIL, Requirements Analysis, PMP, Agile Project Management, SQL
Education
City University of New York City College 1984 — 1987
MS, Software Engineering
Karachi University 1977 — 1984
Master of Science (MS), Computer Technology/Computer Systems Technology
Karachi University 1981 — 1983
MS, Applied Physics
Karachi University 1979 — 1981
BS, Mathematics
TD Ameritrade October 2013 - Present
TD Ameritrade March 2011 - Present
Standard & Poor's June 2001 - May 2011
Salomon Smith Barney July 1996 - June 2001
CrossMar (Citi Group) June 1993 - July 1996
Cantor Fitzgerald February 1992 - June 1993
Colgate Palmolive September 1990 - February 1992
Janus System January 1990 - September 1990
NYNEX February 1988 - January 1990
Skills
Enterprise Architecture, SDLC, Vendor Management, Integration, IT Management, Business Analysis, Agile Methodologies, Unix, Software Project..., IT Strategy, EAI, Cloud Computing, Business Intelligence, Disaster Recovery, Software Development, ITIL, Requirements Analysis, PMP, Agile Project Management, SQL
Education
City University of New York City College 1984 — 1987
MS, Software Engineering
Karachi University 1977 — 1984
Master of Science (MS), Computer Technology/Computer Systems Technology
Karachi University 1981 — 1983
MS, Applied Physics
Karachi University 1979 — 1981
BS, Mathematics
Rita Alijaj's Salomon Smith Barney Experience March 1993 - December 1999
Job Executive Assistant at Willis
Industry Insurance
Experience
Willis August 2014 - Present
Willis Capital Markets & Advisory June 2011 - August 2014
Silversea Cruises April 2004 - May 2007
ANC Rental Corporation June 2000 - November 2003
Salomon Smith Barney March 1993 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Phone Etiquette, SNL, Concur, Thompson One, Epic Systems, Internet Savvy, Lotus Notes, PowerPoint, Corporate Finance, Event Management, Financial Analysis, Financial Modeling
Education
Broward College
Accounting and Finance
Willis August 2014 - Present
Willis Capital Markets & Advisory June 2011 - August 2014
Silversea Cruises April 2004 - May 2007
ANC Rental Corporation June 2000 - November 2003
Salomon Smith Barney March 1993 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Phone Etiquette, SNL, Concur, Thompson One, Epic Systems, Internet Savvy, Lotus Notes, PowerPoint, Corporate Finance, Event Management, Financial Analysis, Financial Modeling
Education
Broward College
Accounting and Finance
Douglas Ricker Douglas Ricker's Salomon Smith Barney Experience January 2000 - January 2002
Job Territory Sales Representative at Lifetouch National School Studios
Industry Financial Services
Experience
Lifetouch National School Studios September 2011 - Present
Wachovia/Wells Fargo January 2005 - July 2011
Mid-State Insurance & Investment Services January 2002 - June 2005
Salomon Smith Barney January 2000 - January 2002
Ziegler Investment Services January 1995 - January 2000
Skills
Series 7, Strategic Financial..., Fixed Annuities
Education
Bowling Green State University
Bachelor of Science, Business Administration
Lifetouch National School Studios September 2011 - Present
Wachovia/Wells Fargo January 2005 - July 2011
Mid-State Insurance & Investment Services January 2002 - June 2005
Salomon Smith Barney January 2000 - January 2002
Ziegler Investment Services January 1995 - January 2000
Skills
Series 7, Strategic Financial..., Fixed Annuities
Education
Bowling Green State University
Bachelor of Science, Business Administration
Maritza Sanchez-Avila Maritza Sanchez-Avila's Salomon Smith Barney Experience April 2000 - September 2001
Job Licensed Real Estate Salesperson Keller Williams Realty Hudson Valley United
Industry Computer Software
Experience
Keller Williams Realty Hudson Valley United May 2014 - Present
Time Warner Cable June 2009 - February 2015
Legal Aid Society of Orange County September 2007 - May 2009
Salomon Smith Barney April 2000 - September 2001
Healthcare Automation Inc February 1999 - November 1999
MEDTECH January 1996 - February 1999
Skills
WebEx, Real Estate, Troubleshooting, Salesforce.com, GoToMeeting, Management, Negotiation, Lead Generation, Sales Process
Education
University of Phoenix 2008 — 2012
Associates, Psychology
Xincon Technology Inc 2000 — 2000
Certified, MCSE, UNIX, A Plus
University of Nebraska at Omaha 1987 — 1988
Physician Assistant
Clinton Community College 1983 — 1983
Liberal Arts and Sciences, General Studies and Humanities
Keller Williams Realty Hudson Valley United May 2014 - Present
Time Warner Cable June 2009 - February 2015
Legal Aid Society of Orange County September 2007 - May 2009
Salomon Smith Barney April 2000 - September 2001
Healthcare Automation Inc February 1999 - November 1999
MEDTECH January 1996 - February 1999
Skills
WebEx, Real Estate, Troubleshooting, Salesforce.com, GoToMeeting, Management, Negotiation, Lead Generation, Sales Process
Education
University of Phoenix 2008 — 2012
Associates, Psychology
Xincon Technology Inc 2000 — 2000
Certified, MCSE, UNIX, A Plus
University of Nebraska at Omaha 1987 — 1988
Physician Assistant
Clinton Community College 1983 — 1983
Liberal Arts and Sciences, General Studies and Humanities
Anna (Anna Shaver) Ogunsola Anna (Anna Shaver) Ogunsola's Salomon Smith Barney Experience January 2005 - May 2005
Job Business Analyst at Common Securitization Solutions
Industry Financial Services
Experience
Common Securitization Solutions January 2014 - Present
Ernst & Young October 2012 - January 2014
George Washington University Biostatistics Center June 2010 - October 2012
Ferro Capital, LLC September 2006 - May 2010
Olshan Frome Wolosky LLP June 2005 - September 2006
Salomon Smith Barney January 2005 - May 2005
Barnard College September 2004 - December 2004
Skills
R, Statistics, Research, Data Analysis, Microsoft Excel, Stata, SAS programming, JavaScript
Education
The George Washington University 2010 — 2012
Masters of Sciences, Statistics
Barnard College, Columbia University 2003 — 2005
Bachelor of Arts, Economics and Mathematics
Colgate University 2001 — 2003
Common Securitization Solutions January 2014 - Present
Ernst & Young October 2012 - January 2014
George Washington University Biostatistics Center June 2010 - October 2012
Ferro Capital, LLC September 2006 - May 2010
Olshan Frome Wolosky LLP June 2005 - September 2006
Salomon Smith Barney January 2005 - May 2005
Barnard College September 2004 - December 2004
Skills
R, Statistics, Research, Data Analysis, Microsoft Excel, Stata, SAS programming, JavaScript
Education
The George Washington University 2010 — 2012
Masters of Sciences, Statistics
Barnard College, Columbia University 2003 — 2005
Bachelor of Arts, Economics and Mathematics
Colgate University 2001 — 2003
Kristen Goldberg Kristen Goldberg's Salomon Smith Barney Experience November 2002 - May 2003
Job Master of Arts in Education candidate
Industry Primary/Secondary Education
Experience
Citi Private Bank August 2008 - November 2012
Citi Private Bank January 2008 - August 2008
Citi Private Bank July 2005 - December 2007
Bryant University September 2004 - May 2005
Citi Private Bank June 2004 - August 2004
Citi Private Bank June 2003 - August 2003
Salomon Smith Barney November 2002 - May 2003
Salomon Smith Barney June 2002 - August 2002
YMCA February 2002 - May 2002
Salomon Smith Barney January 2000 - June 2001
Skills
Microsoft Office, Financial Modeling, Organizing, Attention To Detail, Able To Multi-task, Problem Solving, Financial Risk, Finance, Business Development, Mergers & Acquisitions, Financial Services
Education
The Institute of Education, U. of London 2013 — 2015
Master of Arts (M.A.), Education
Bryant University 2001 — 2005
Bachelor of Science in Business Adminstration, Finance
University of London 2004 — 2004
Study Abroad Program
Citi Private Bank August 2008 - November 2012
Citi Private Bank January 2008 - August 2008
Citi Private Bank July 2005 - December 2007
Bryant University September 2004 - May 2005
Citi Private Bank June 2004 - August 2004
Citi Private Bank June 2003 - August 2003
Salomon Smith Barney November 2002 - May 2003
Salomon Smith Barney June 2002 - August 2002
YMCA February 2002 - May 2002
Salomon Smith Barney January 2000 - June 2001
Skills
Microsoft Office, Financial Modeling, Organizing, Attention To Detail, Able To Multi-task, Problem Solving, Financial Risk, Finance, Business Development, Mergers & Acquisitions, Financial Services
Education
The Institute of Education, U. of London 2013 — 2015
Master of Arts (M.A.), Education
Bryant University 2001 — 2005
Bachelor of Science in Business Adminstration, Finance
University of London 2004 — 2004
Study Abroad Program
Dominic Garabedian Dominic Garabedian's Salomon Smith Barney Experience June 1998 - June 1999
Job Vice President of Sales with Passion for People, Technology, & Building Winning Sales Teams
Industry Internet
Experience
Yesware, Inc. November 2013 - Present
Mimeo.com June 1999 - Present
Mimeo.com January 2010 - May 2012
Mimeo.com June 2005 - January 2010
Mimeo.com September 2000 - June 2005
Mimeo.com June 1999 - September 2000
Salomon Smith Barney June 1998 - June 1999
Smith Barney Asset Management May 1997 - June 1998
Skills
Start-ups, Solution Selling, Sales Management, Fundraising, Cross-functional Team..., Sales Recruitment, Product Launch, Team Building, Customer Acquisition, Entrepreneurship, Real Estate Development, Digital Strategy, Strategy Development, Sales Process, SaaS, Consultative Selling, New Business Development, Customer Retention, Product Marketing, Competitive Analysis, P&L, Social Media, GoToMeeting, Cloud Computing, WebEx, Salesforce.com, Strategy, Enterprise Solution..., Recruiting, Marketing Strategy, Lead Generation, Account Management, Enterprise Software, CRM, B2B, Business Development, Leadership, Sales, Sales Operations, Cold Calling, E-commerce, Management, Go-to-market Strategy, Marketing, Strategic Partnerships, Training
Education
London School of Economics and Political Science 1996 — 1997
Economics
Boston University Questrom School of Business 1993 — 1997
BS, BA, Finance, Economics
Livingston High School
Yesware, Inc. November 2013 - Present
Mimeo.com June 1999 - Present
Mimeo.com January 2010 - May 2012
Mimeo.com June 2005 - January 2010
Mimeo.com September 2000 - June 2005
Mimeo.com June 1999 - September 2000
Salomon Smith Barney June 1998 - June 1999
Smith Barney Asset Management May 1997 - June 1998
Skills
Start-ups, Solution Selling, Sales Management, Fundraising, Cross-functional Team..., Sales Recruitment, Product Launch, Team Building, Customer Acquisition, Entrepreneurship, Real Estate Development, Digital Strategy, Strategy Development, Sales Process, SaaS, Consultative Selling, New Business Development, Customer Retention, Product Marketing, Competitive Analysis, P&L, Social Media, GoToMeeting, Cloud Computing, WebEx, Salesforce.com, Strategy, Enterprise Solution..., Recruiting, Marketing Strategy, Lead Generation, Account Management, Enterprise Software, CRM, B2B, Business Development, Leadership, Sales, Sales Operations, Cold Calling, E-commerce, Management, Go-to-market Strategy, Marketing, Strategic Partnerships, Training
Education
London School of Economics and Political Science 1996 — 1997
Economics
Boston University Questrom School of Business 1993 — 1997
BS, BA, Finance, Economics
Livingston High School
Barbara Fraser Barbara Fraser's Salomon Smith Barney Experience February 1998 - February 2009
Job Vice President at UBS
Industry Financial Services
Experience
UBS February 2009 - Present
UBS February 2009 - Present
Salomon Smith Barney February 1998 - February 2009
Square D Company 1990 - 1998
Education
Barbara Fraser CRPC
Clarkson University 1977 — 1982
Bachelor of Science (BS)
new hartford high school 1973 — 1977
UBS February 2009 - Present
UBS February 2009 - Present
Salomon Smith Barney February 1998 - February 2009
Square D Company 1990 - 1998
Education
Barbara Fraser CRPC
Clarkson University 1977 — 1982
Bachelor of Science (BS)
new hartford high school 1973 — 1977
Jo'el Fitzpatrick, RIA's Salomon Smith Barney Experience October 2001 - March 2002
Job Chief Executive Officer, Registered Investment Advisor at Fitzpatrick Financial
Industry Financial Services
Experience
Fitzpatrick Financial October 2007 - Present
Fitzpatrick Financial October 2007 - Present
FnG Construction Inc. September 2009 - June 2010
City of Los Alamitos June 2002 - August 2007
Salomon Smith Barney October 2001 - March 2002
Skills
Forecasting, Quantitative Analytics, Portfolio Management, Microsoft Excel, QuickBooks, Accounting, High Frequency Trading, Investment Advisory, Quantitative Finance, IRAs, Insurance, Financial Modeling, Strategic Financial..., Financial Analysis, 401k Rollovers, Pensions, Stock Trading, Mutual Funds, Financial Services, Investments, Management, Asset Allocation, Series 7, Alternative Investments, Financial Planning
Education
California State University-Long Beach - College of Business Administration 2000 — 2009
Bachelor of Science, Finance, Investments
Fitzpatrick Financial October 2007 - Present
Fitzpatrick Financial October 2007 - Present
FnG Construction Inc. September 2009 - June 2010
City of Los Alamitos June 2002 - August 2007
Salomon Smith Barney October 2001 - March 2002
Skills
Forecasting, Quantitative Analytics, Portfolio Management, Microsoft Excel, QuickBooks, Accounting, High Frequency Trading, Investment Advisory, Quantitative Finance, IRAs, Insurance, Financial Modeling, Strategic Financial..., Financial Analysis, 401k Rollovers, Pensions, Stock Trading, Mutual Funds, Financial Services, Investments, Management, Asset Allocation, Series 7, Alternative Investments, Financial Planning
Education
California State University-Long Beach - College of Business Administration 2000 — 2009
Bachelor of Science, Finance, Investments
Greg Dahlberg Greg Dahlberg's Salomon Smith Barney Experience 1998 - 2002
Job Marketing Executive and Entrepreneur
Industry Internet
Experience
Van Eck Global Market Vectors ETFs 2014 - Present
Colgate Entrepreneurship Institute 2013 - Present
TradeCard (acquired by GT Nexus) 2012 - 2014
Polltopia 2012 - 2013
Moody's Analytics 2009 - 2012
Greenwich Associates 2006 - 2009
McLagan Partners 2005 - 2006
Mantra Capital 2003 - 2003
Salomon Smith Barney 1998 - 2002
Skills
Account Management, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, Demand Generation, Market Research, SEO, Social Media, Lead Generation, Competitive Analysis, Web Analytics, Analytics, Online Marketing, SEM, Marketing, Direct Marketing, Integrated Marketing, Salesforce.com, Content Marketing, Entrepreneurship, SaaS, Product Management, Strategy, Social Media Marketing, Google Analytics, Product Marketing, Start-ups, Google Adwords, Multi-channel Marketing, Brand Development, Go-to-market Strategy, Sales Process, Segmentation, Strategic Partnerships, Product Development, Management, Cloud Computing, Sales Enablement, Sales, CRM, Marketing Management, B2B Marketing, Leadership, E-commerce, Public Relations, Customer Retention, Online Advertising
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
Colgate University 1994 — 1998
BA, Economics
Van Eck Global Market Vectors ETFs 2014 - Present
Colgate Entrepreneurship Institute 2013 - Present
TradeCard (acquired by GT Nexus) 2012 - 2014
Polltopia 2012 - 2013
Moody's Analytics 2009 - 2012
Greenwich Associates 2006 - 2009
McLagan Partners 2005 - 2006
Mantra Capital 2003 - 2003
Salomon Smith Barney 1998 - 2002
Skills
Account Management, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, Demand Generation, Market Research, SEO, Social Media, Lead Generation, Competitive Analysis, Web Analytics, Analytics, Online Marketing, SEM, Marketing, Direct Marketing, Integrated Marketing, Salesforce.com, Content Marketing, Entrepreneurship, SaaS, Product Management, Strategy, Social Media Marketing, Google Analytics, Product Marketing, Start-ups, Google Adwords, Multi-channel Marketing, Brand Development, Go-to-market Strategy, Sales Process, Segmentation, Strategic Partnerships, Product Development, Management, Cloud Computing, Sales Enablement, Sales, CRM, Marketing Management, B2B Marketing, Leadership, E-commerce, Public Relations, Customer Retention, Online Advertising
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
Colgate University 1994 — 1998
BA, Economics
Frank Fortier Frank Fortier's Salomon Smith Barney Experience 1987 - 1996
Job President, Irvine Soccer Academy
Industry Sports
Experience
OC Nomads/Irvine Soccer Academy 2009 - Present
FC Irvine 2002 - 2008
Wedbush Morgan Securities 1997 - 2005
Salomon Smith Barney 1987 - 1996
Computer Specialty Products 1982 - 1987
Skills
Mutual Funds, Soccer, Series 7, Retirement Planning, Retirement, Sports Management, Sports Marketing, Leadership, Football, Sports Coaching, Investments, Athletics, Club, Sports, Sponsorship Sales, Sponsorship, Athletic Training, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Management
Education
Bryant and Stratton College
Business Administration
Castleton University
Marketing
OC Nomads/Irvine Soccer Academy 2009 - Present
FC Irvine 2002 - 2008
Wedbush Morgan Securities 1997 - 2005
Salomon Smith Barney 1987 - 1996
Computer Specialty Products 1982 - 1987
Skills
Mutual Funds, Soccer, Series 7, Retirement Planning, Retirement, Sports Management, Sports Marketing, Leadership, Football, Sports Coaching, Investments, Athletics, Club, Sports, Sponsorship Sales, Sponsorship, Athletic Training, Event Management, Coaching, Public Speaking, Event Planning, Social Media, Management
Education
Bryant and Stratton College
Business Administration
Castleton University
Marketing
Rene Vazquez Rene Vazquez's Salomon Smith Barney Experience June 1999 - July 2000
Job Banco Popular de Puerto Rico
Industry Legal Services
Experience
Banco Popular de Puerto Rico July 2014 - Present
Vazquez Real Estate and Insurance Brokers April 2014 - August 2014
GLS Legal Services, LLC April 2011 - April 2014
Arco Capital Management LLC January 2008 - April 2011
Cancio Covas & Santiago January 2007 - January 2008
Federal Reserve Bank of Boston May 2006 - August 2006
Salomon Smith Barney June 1999 - July 2000
Skills
Banking, Securities, Corporate Law, Property Law, Banking Law, Commercial Litigation, Investments, Capital Markets, Mergers, Due Diligence
Education
Boston University School of Law 2006 — 2006
LLM, Banking and Financial Law
Interamerican University School of Law 2001 — 2004
Juris Doctor, Law
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelors in Science, Finance and Economics
Colegio San Ignacio de Loyola 1989 — 1995
High School Diploma
Academia San Ignacio
Banco Popular de Puerto Rico July 2014 - Present
Vazquez Real Estate and Insurance Brokers April 2014 - August 2014
GLS Legal Services, LLC April 2011 - April 2014
Arco Capital Management LLC January 2008 - April 2011
Cancio Covas & Santiago January 2007 - January 2008
Federal Reserve Bank of Boston May 2006 - August 2006
Salomon Smith Barney June 1999 - July 2000
Skills
Banking, Securities, Corporate Law, Property Law, Banking Law, Commercial Litigation, Investments, Capital Markets, Mergers, Due Diligence
Education
Boston University School of Law 2006 — 2006
LLM, Banking and Financial Law
Interamerican University School of Law 2001 — 2004
Juris Doctor, Law
University of Florida - Warrington College of Business Administration 1995 — 1999
Bachelors in Science, Finance and Economics
Colegio San Ignacio de Loyola 1989 — 1995
High School Diploma
Academia San Ignacio
Jerry Baird, CFP® Jerry Baird, CFP®'s Salomon Smith Barney Experience 1995 - 2003
Job President Baird Wealth Management, LLC Private_Wealth Management, Estate Planning & Corporate Retirement Plans
Industry Financial Services
Experience
Baird Wealth Management, LLC September 2010 - Present
Wachovia Securities / Wells Fargo Advisors April 2003 - September 2010
Salomon Smith Barney 1995 - 2003
Skills
Series 63, Series 7, Series 65, Series 24, Long Term Care Insurance, Certified Financial..., Life & Health Insurance..., Wealth Management..., Comprehensive Planning, Retirement Planning, Portfolio Management, Investment Management, Estate Planning, Corporate Retirement..., 401(k) Plans, Defined Benefit Plans, 401k Rollovers
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor of Science (B.S.), Industrial & Management Engineering
College for Financial Planning
CFP Certification Professional Education Program
Salomon Smith Barney
Corporate Retirement Plan Consultant, Corporate Retirement Services Education & Training Program II
Baird Wealth Management, LLC September 2010 - Present
Wachovia Securities / Wells Fargo Advisors April 2003 - September 2010
Salomon Smith Barney 1995 - 2003
Skills
Series 63, Series 7, Series 65, Series 24, Long Term Care Insurance, Certified Financial..., Life & Health Insurance..., Wealth Management..., Comprehensive Planning, Retirement Planning, Portfolio Management, Investment Management, Estate Planning, Corporate Retirement..., 401(k) Plans, Defined Benefit Plans, 401k Rollovers
Education
Rensselaer Polytechnic Institute 1986 — 1990
Bachelor of Science (B.S.), Industrial & Management Engineering
College for Financial Planning
CFP Certification Professional Education Program
Salomon Smith Barney
Corporate Retirement Plan Consultant, Corporate Retirement Services Education & Training Program II
John F. Helfst John F. Helfst's Salomon Smith Barney Experience March 2001 - October 2003
Job Vice President, Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2015 - Present
Schroders October 2005 - Present
Endeavour Capital Management October 2003 - October 2005
Salomon Smith Barney March 2001 - October 2003
Salomon Smith Barney / Citigroup June 1999 - February 2001
PNC Bank August 1994 - December 1998
Paine Webber June 1998 - September 1998
Skills
Microsoft Excel, IDD, Mutual Funds, Bonds, Stock Picking, Equity Research, Investment Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Managment, Credit Derivatives, Fixed Income, Portfolio Management, Finance, Banking, Asset Management, Financial Modeling
Education
New York University 1998 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Philosophy & Art History
Voya Investment Management May 2015 - Present
Schroders October 2005 - Present
Endeavour Capital Management October 2003 - October 2005
Salomon Smith Barney March 2001 - October 2003
Salomon Smith Barney / Citigroup June 1999 - February 2001
PNC Bank August 1994 - December 1998
Paine Webber June 1998 - September 1998
Skills
Microsoft Excel, IDD, Mutual Funds, Bonds, Stock Picking, Equity Research, Investment Management, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Managment, Credit Derivatives, Fixed Income, Portfolio Management, Finance, Banking, Asset Management, Financial Modeling
Education
New York University 1998 — 1999
MBA, Finance
Colgate University 1989 — 1993
BA, Philosophy & Art History
Adam Kanar Adam Kanar's Salomon Smith Barney Experience September 2001 - December 2001
Job Associate Professor at Goodman School of Business Brock University
Industry Higher Education
Experience
Goodman School of Business - Brock University May 2015 - Present
Brock University July 2010 - May 2015
Cornell University June 2004 - September 2010
JPMorgan Chase June 2003 - January 2004
Goodrich October 2002 - January 2003
Salomon Smith Barney September 2001 - December 2001
Senator Mike DeWine June 2001 - October 2001
Skills
Research, Recruiting, Organizational..., Data Analysis, Statistics, Higher Education, Qualitative Research
Education
Cornell University 2004 — 2010
Ph.D, Human Resource Management Studies
Cornell University 2003 — 2005
MS, HR Studies
Bowling Green State University 1998 — 2002
BS, Economics
Goodman School of Business - Brock University May 2015 - Present
Brock University July 2010 - May 2015
Cornell University June 2004 - September 2010
JPMorgan Chase June 2003 - January 2004
Goodrich October 2002 - January 2003
Salomon Smith Barney September 2001 - December 2001
Senator Mike DeWine June 2001 - October 2001
Skills
Research, Recruiting, Organizational..., Data Analysis, Statistics, Higher Education, Qualitative Research
Education
Cornell University 2004 — 2010
Ph.D, Human Resource Management Studies
Cornell University 2003 — 2005
MS, HR Studies
Bowling Green State University 1998 — 2002
BS, Economics
Dmitry Sizintsev Dmitry Sizintsev's Salomon Smith Barney Experience September 2000 - September 2001
Job Consultant IT chez Morgan Stanley (jusqu'à juillet 2016)
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Montreal Technology Group January 2011 - December 2011
TELUS Health Solutions November 2008 - December 2010
JPMorgan Chase May 2006 - July 2007
Goldman Sachs May 2005 - September 2005
TowerGroup June 2004 - November 2004
New York Mercantile Exchange November 2003 - May 2004
AT&T Research Labs June 2003 - October 2003
Osprey Partners Investment Management May 2002 - September 2002
Salomon Smith Barney September 2000 - September 2001
Skills
Java, Spring, OOP, SOA, SQL, Unix, Oracle, MongoDB, Informatica, JavaScript, Design Patterns, AJAX, Sybase, JDBC, CSS
Education
City University of New York-Hunter College 1996 — 1999
B.A., Informatique
ExitCertified 2012 — 2012
Spécialiste Spring Certifié (CoreSpring 3.2), Spring Framework
MongoDB University 2015 — 2015
MongoDB pour Développeurs Java
Morgan Stanley January 2012 - Present
Montreal Technology Group January 2011 - December 2011
TELUS Health Solutions November 2008 - December 2010
JPMorgan Chase May 2006 - July 2007
Goldman Sachs May 2005 - September 2005
TowerGroup June 2004 - November 2004
New York Mercantile Exchange November 2003 - May 2004
AT&T Research Labs June 2003 - October 2003
Osprey Partners Investment Management May 2002 - September 2002
Salomon Smith Barney September 2000 - September 2001
Skills
Java, Spring, OOP, SOA, SQL, Unix, Oracle, MongoDB, Informatica, JavaScript, Design Patterns, AJAX, Sybase, JDBC, CSS
Education
City University of New York-Hunter College 1996 — 1999
B.A., Informatique
ExitCertified 2012 — 2012
Spécialiste Spring Certifié (CoreSpring 3.2), Spring Framework
MongoDB University 2015 — 2015
MongoDB pour Développeurs Java
Doron Corn Doron Corn's Salomon Smith Barney Experience 2006 - 2007
Job I'll update this sometime
Industry Market Research
Experience
InventThis January 2005 - Present
TTDY LLC January 1996 - Present
CG(s) April 2007 - April 2008
Salomon Smith Barney 2006 - 2007
AllMixtapes.com July 2002 - September 2005
Education
NYU School of Professional Studies 2006 — 2008
None, Real Estate Development
Carnegie Mellon University 1997 — 2001
BHA, Drama & Creative Writing & Business
School of Visual Arts
None, Metallurgical Engineering
InventThis January 2005 - Present
TTDY LLC January 1996 - Present
CG(s) April 2007 - April 2008
Salomon Smith Barney 2006 - 2007
AllMixtapes.com July 2002 - September 2005
Education
NYU School of Professional Studies 2006 — 2008
None, Real Estate Development
Carnegie Mellon University 1997 — 2001
BHA, Drama & Creative Writing & Business
School of Visual Arts
None, Metallurgical Engineering
Eric Roberts, MBA, AIF®'s Salomon Smith Barney Experience September 2000 - September 2002
Job Retirement and Financial Educator for corporations and their employees
Industry Financial Services
Experience
Nyhart October 2006 - Present
Merrill Lynch September 2002 - October 2006
Salomon Smith Barney September 2000 - September 2002
Key Star Securities September 1998 - September 2000
Skills
401k, Retirement, Investments, Investment Strategies, Fiduciary, Retirement Planning, Pensions, Financial Services, Personal Finance, Asset Allocation, Financial Advisory, Employee Benefits, Business Planning, Leadership, Investment Advisory, Finance, Management, Financial Education
Education
Butler University 1990 — 1993
MBA
Indiana State University 1984 — 1988
BS, Finance & Business Administration
Nyhart October 2006 - Present
Merrill Lynch September 2002 - October 2006
Salomon Smith Barney September 2000 - September 2002
Key Star Securities September 1998 - September 2000
Skills
401k, Retirement, Investments, Investment Strategies, Fiduciary, Retirement Planning, Pensions, Financial Services, Personal Finance, Asset Allocation, Financial Advisory, Employee Benefits, Business Planning, Leadership, Investment Advisory, Finance, Management, Financial Education
Education
Butler University 1990 — 1993
MBA
Indiana State University 1984 — 1988
BS, Finance & Business Administration
James Bozman James Bozman's Salomon Smith Barney Experience 1987 - 1996
Job Principal at Broad Street Capital Advisors, LLC
Industry Financial Services
Experience
Broad Street Capital Advisors, LLC 1997 - Present
Salomon Smith Barney 1987 - 1996
Skills
401k, Advisor Recruiting, Asset Allocation, Retirement, Investments, Retirement Planning, Executive Management, Series 7, Mutual Funds, Wealth Management, Pensions, ERISA
Education
Brenau University 1992 — 1993
Bachelor’s Degree, Bachelor of Science
The University of Georgia 1969 — 1973
Broad Street Capital Advisors, LLC 1997 - Present
Salomon Smith Barney 1987 - 1996
Skills
401k, Advisor Recruiting, Asset Allocation, Retirement, Investments, Retirement Planning, Executive Management, Series 7, Mutual Funds, Wealth Management, Pensions, ERISA
Education
Brenau University 1992 — 1993
Bachelor’s Degree, Bachelor of Science
The University of Georgia 1969 — 1973
Diane Howerton Diane Howerton's Salomon Smith Barney Experience 1997 - 1998
Job UC Merced. Regional State Director SBDC Network
Industry Education Management
Experience
University of California, Merced November 2008 - Present
Longwood University January 1999 - October 2009
Salomon Smith Barney 1997 - 1998
Wheat First Butcher Singer 1994 - 1997
Creery Manufacturing & Retail 1990 - 1993
Skills
Community Outreach, Fundraising, Strategic Planning, Non-profits, Higher Education, Research, Grant Writing, Event Planning, Leadership Development, Leadership, Teaching, Public Relations, Social Media, Student Affairs, Customer Service, Team Building, Economic Development, Staff Development, Small Business, Nonprofits, Entrepreneurship, Program Development, Management Consulting
Education
Central Michigan University 1993 — 1995
MSA, Business & Administration
Virginia Commonwealth University 1968 — 1970
Bachelor of Science, Business and Education
University of California, Merced November 2008 - Present
Longwood University January 1999 - October 2009
Salomon Smith Barney 1997 - 1998
Wheat First Butcher Singer 1994 - 1997
Creery Manufacturing & Retail 1990 - 1993
Skills
Community Outreach, Fundraising, Strategic Planning, Non-profits, Higher Education, Research, Grant Writing, Event Planning, Leadership Development, Leadership, Teaching, Public Relations, Social Media, Student Affairs, Customer Service, Team Building, Economic Development, Staff Development, Small Business, Nonprofits, Entrepreneurship, Program Development, Management Consulting
Education
Central Michigan University 1993 — 1995
MSA, Business & Administration
Virginia Commonwealth University 1968 — 1970
Bachelor of Science, Business and Education
Jackie Reeves Jackie Reeves's Salomon Smith Barney Experience April 1997 - June 1999
Job Managing Director, 401k Advisor, Portfolio Manager
Industry Financial Services
Experience
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Greater Boca Raton Chamber of Commerce November 2011 - Present
Bell Rock Capital April 2007 - Present
Junior League of Boca Raton August 2002 - Present
Junior League of Boca Raton Endowment Fund June 2009 - May 2014
Ryan Beck & Co. May 2003 - March 2007
Ryan Beck & Co. May 2003 - March 2007
Putnam Lovell NBF March 2000 - February 2003
Salomon Smith Barney April 1997 - June 1999
CS First Boston 1992 - 1995
Janney Montgomery Scott 1992 - 1993
Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations
Education
Cedar Crest College 1984 — 1988
BS, Finance, economics
Cedar Crest College 1984 — 1988
Bachelor of Science, Finance & Economics
Jeffrey Isaac, CRPS, AIF Jeffrey Isaac, CRPS, AIF's Salomon Smith Barney Experience July 1998 - November 2001
Job Managing Director Emerging Markets at MassMutual Financial Group
Industry Investment Management
Experience
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
MassMutual Financial Group March 2014 - Present
Pilot Benefits November 2012 - March 2014
UBS Financial Services December 2002 - October 2012
Salomon Smith Barney July 1998 - November 2001
Skills
401k, Series 7, Series 66, Mutual Funds, Retirement Planning, Investment Advisory, Investments, Retirement, Asset Managment, Separately Managed...
Education
College for Financial Planning 2009 — 2009
CRPS, Chartered Retired Plans Specialist Designation
New York University SCPS
CFP Coursework
State University of New York at Albany 1995 — 1998
English, Double Minor in Business and Spanish
Lucyna Gorski Lucyna Gorski's Salomon Smith Barney Experience 1997 - 2002
Job Executive Director, Development & Alumni Relations at University of PA Law
Industry Higher Education
Experience
University of Pennsylvania Law School 2002 - Present
Salomon Smith Barney 1997 - 2002
Villanova University 1978 - 1997
Skills
Public Relations, Philanthropy, Marketing Communications, Annual Giving, Volunteer Management, Marketing Strategy, Program Management, Project Management, Microsoft Excel, Editing, Leadership Development, Marketing, Management Consulting
Education
Central Connecticut State University
BA,
University of Rhode Island
MA
University of Pennsylvania Law School 2002 - Present
Salomon Smith Barney 1997 - 2002
Villanova University 1978 - 1997
Skills
Public Relations, Philanthropy, Marketing Communications, Annual Giving, Volunteer Management, Marketing Strategy, Program Management, Project Management, Microsoft Excel, Editing, Leadership Development, Marketing, Management Consulting
Education
Central Connecticut State University
BA,
University of Rhode Island
MA
Arshad Chowdhury Arshad Chowdhury's Salomon Smith Barney Experience May 1997 - May 1998
Job Founder at Power 20
Industry Internet
Experience
Power 20 December 2012 - Present
Crowd Interactive November 2008 - Present
ClearGears September 2010 - December 2012
MetroNaps May 2003 - April 2008
Deutsche Bank May 1998 - April 2001
Salomon Smith Barney May 1997 - May 1998
Skills
Entrepreneur, Agile Methodologies, Strategic Planning, Web Development, Social Media, E-commerce, Product Management, Product Development, Public Speaking, Start-ups, Entrepreneurship, Napping, Fatigue Management, Health and Wellness, Small Business, Marketing Communications, User Experience, Ruby, Strategic Partnerships, Strategic Communications, Email Marketing, Business Planning, SaaS, Training, Business Development, Management, Consulting, Online Advertising, Online Marketing, SEO, Ruby on Rails
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA
Wesleyan University 1994 — 1998
BA
Loomis Chaffee 1990 — 1994
High School Diploma
Power 20 December 2012 - Present
Crowd Interactive November 2008 - Present
ClearGears September 2010 - December 2012
MetroNaps May 2003 - April 2008
Deutsche Bank May 1998 - April 2001
Salomon Smith Barney May 1997 - May 1998
Skills
Entrepreneur, Agile Methodologies, Strategic Planning, Web Development, Social Media, E-commerce, Product Management, Product Development, Public Speaking, Start-ups, Entrepreneurship, Napping, Fatigue Management, Health and Wellness, Small Business, Marketing Communications, User Experience, Ruby, Strategic Partnerships, Strategic Communications, Email Marketing, Business Planning, SaaS, Training, Business Development, Management, Consulting, Online Advertising, Online Marketing, SEO, Ruby on Rails
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MBA
Wesleyan University 1994 — 1998
BA
Loomis Chaffee 1990 — 1994
High School Diploma
Jamal Choumane Jamal Choumane's Salomon Smith Barney Experience November 1997 - July 2002
Job Partner & Chief Information Officer Investments at Mercer Investments
Industry Financial Services
Experience
Mercer Investments October 2013 - Present
Citigroup 1994 - Present
Citi January 2012 - August 2013
Citigroup - Global Transaction Services August 2004 - December 2011
Citigroup Asset Management March 2003 - September 2004
Citigroup Private Bank July 2002 - November 2003
Salomon Smith Barney November 1997 - July 2002
Smith Barney June 1994 - November 1997
Credit Suisse May 1987 - May 1994
NYNEX April 1986 - May 1987
Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking
Education
City University of New York-Hunter College 1983 — 1986
BA
Mercer Investments October 2013 - Present
Citigroup 1994 - Present
Citi January 2012 - August 2013
Citigroup - Global Transaction Services August 2004 - December 2011
Citigroup Asset Management March 2003 - September 2004
Citigroup Private Bank July 2002 - November 2003
Salomon Smith Barney November 1997 - July 2002
Smith Barney June 1994 - November 1997
Credit Suisse May 1987 - May 1994
NYNEX April 1986 - May 1987
Skills
Investment management..., Strategic Technology..., Vendor Management, Fixed Income Technology, derivatives technology, technology outsourcing, IT Transformation, Investment Brokerage, Manage Client..., Strategic Planning, Global Management, Talent Management, Asset management, Integration, Financial Services, Program Management, Alternative Investments, Middle Office, IT Strategy, Outsourcing, Equities, Information Technology, Asset Managment, Hedge Funds, Fixed Income, Product Innovation, Back Office, Fund Accounting, E-commerce, Collateral Management, Investment Management, Strategy, Cross-functional Team..., Business Development, Trading Systems, ETFs, Wealth Management, Risk Management, Fund Of Funds, SDLC, Business Analysis, Market Data, Capital Markets, Data Modeling, Asset Management, Electronic Trading, Investments, Prime Brokerage, Derivatives, Investment Banking
Education
City University of New York-Hunter College 1983 — 1986
BA
Daniel Bott Sr. CIMC Daniel Bott Sr. CIMC's Salomon Smith Barney Experience March 1987 - May 2001
Job A Pioneer of Professional Investment Management Consulting
Industry Investment Management
Experience
Academy of Model Aeronautics Foundation April 2014 - Present
Bott Group of Merrill Lynch April 2009 - Present
Career Investment Management Consultant March 1975 - Present
Bott Motorsports December 2002 - December 2013
Valley Advisory Group 2007 - December 2012
Bott & Associates of Wachovia Securities May 2001 - May 2009
Salomon Smith Barney March 1987 - May 2001
Institute for Investment Management Consultants September 1986 - March 1994
Morgan Stanley Dean Witter April 1985 - June 1986
Kidder Peabody March 1975 - April 1985
Skills
Non-profits, Asset Management, Portfolio Management, Motorsports Marketing, investment management..., financial author, Public Speaking, Investment Advisory, Asset Managment, Management Consulting, Equities, Investment Management, Nonprofits, Management, Asset Allocation, Financial Services, Entrepreneurship, Retirement Planning, Wealth Management, Pensions, High Net Worth..., Financial Advisory, Series 7
Education
California State University-Fullerton 1969 — 1972
BA, Communications/Marketing
Cerritos College 1967 — 1969
Associate of Arts (A.A.), Journalism
Academy of Model Aeronautics Foundation April 2014 - Present
Bott Group of Merrill Lynch April 2009 - Present
Career Investment Management Consultant March 1975 - Present
Bott Motorsports December 2002 - December 2013
Valley Advisory Group 2007 - December 2012
Bott & Associates of Wachovia Securities May 2001 - May 2009
Salomon Smith Barney March 1987 - May 2001
Institute for Investment Management Consultants September 1986 - March 1994
Morgan Stanley Dean Witter April 1985 - June 1986
Kidder Peabody March 1975 - April 1985
Skills
Non-profits, Asset Management, Portfolio Management, Motorsports Marketing, investment management..., financial author, Public Speaking, Investment Advisory, Asset Managment, Management Consulting, Equities, Investment Management, Nonprofits, Management, Asset Allocation, Financial Services, Entrepreneurship, Retirement Planning, Wealth Management, Pensions, High Net Worth..., Financial Advisory, Series 7
Education
California State University-Fullerton 1969 — 1972
BA, Communications/Marketing
Cerritos College 1967 — 1969
Associate of Arts (A.A.), Journalism
Shamekka Ebron Shamekka Ebron's Salomon Smith Barney Experience February 2000 - September 2001
Job Administrator for Allied Health Science/ Child Health Administration
Industry Government Administration
Experience
Georgia Department of Community Health May 2011 - Present
New York State - Office for Technology July 2003 - October 2012
ProCore Solutions March 2003 - February 2007
E&F Walsh Building Company November 2001 - March 2003
Salomon Smith Barney February 2000 - September 2001
Skills
Coordination, Customer Service, Office Administration, Microsoft Office, Typing, Ten Key, Internet, Communication
Education
Chattahoochee Technical College 2010 — 2016
Still Currently Attending, Allied Health Science/ Child Health Administration, Still Presently Attending
John Adams High School 1994 — 1999
High School Diploma, Business Administration and Management, General, Presently Attending
Georgia Department of Community Health May 2011 - Present
New York State - Office for Technology July 2003 - October 2012
ProCore Solutions March 2003 - February 2007
E&F Walsh Building Company November 2001 - March 2003
Salomon Smith Barney February 2000 - September 2001
Skills
Coordination, Customer Service, Office Administration, Microsoft Office, Typing, Ten Key, Internet, Communication
Education
Chattahoochee Technical College 2010 — 2016
Still Currently Attending, Allied Health Science/ Child Health Administration, Still Presently Attending
John Adams High School 1994 — 1999
High School Diploma, Business Administration and Management, General, Presently Attending
Jerry Liquori Jerry Liquori's Salomon Smith Barney Experience 1998 - 2003
Job Sr Application Development Manager | IT Leader | Project Management | Client Relationships | SDLC | Financial Services
Industry Financial Services
Experience
Citi 2005 - Present
Citi 2003 - 2005
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1994 - 1998
Salomon Brothers 1991 - 1994
Salomon Brothers 1989 - 1991
Skills
Full Project Life Cycle..., Vendor Management, Cost Benefit Analysis, Service Level Agreements, Manage Client..., Statements of Work, Resource Optimization, Resource Coordination, SOW, Product Lifecycle..., Integration, Project Management, Cost Benefit, SDLC, Business Analysis, Information Technology, Program Management, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Process Improvement, Management, PMP, Leadership, Software Development, Requirements Analysis, Security, CRM, Cross-functional Team..., Project Portfolio..., Analysis, PMO, Software Project..., Outsourcing, Risk Management
Education
Fairleigh Dickinson University
MBA Master of Business Administration, Management
Brooklyn College
BS Bachelor of Science, Computer Science
Citi 2005 - Present
Citi 2003 - 2005
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1994 - 1998
Salomon Brothers 1991 - 1994
Salomon Brothers 1989 - 1991
Skills
Full Project Life Cycle..., Vendor Management, Cost Benefit Analysis, Service Level Agreements, Manage Client..., Statements of Work, Resource Optimization, Resource Coordination, SOW, Product Lifecycle..., Integration, Project Management, Cost Benefit, SDLC, Business Analysis, Information Technology, Program Management, IT Management, Enterprise Architecture, Disaster Recovery, IT Strategy, Process Improvement, Management, PMP, Leadership, Software Development, Requirements Analysis, Security, CRM, Cross-functional Team..., Project Portfolio..., Analysis, PMO, Software Project..., Outsourcing, Risk Management
Education
Fairleigh Dickinson University
MBA Master of Business Administration, Management
Brooklyn College
BS Bachelor of Science, Computer Science
Bruce McKee CFP® Bruce McKee CFP®'s Salomon Smith Barney Experience September 2000 - March 2003
Job Certified Finanical Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Raymond James Financial Inc. September 2010 - Present
UBS Wealth Management March 2003 - September 2010
Salomon Smith Barney September 2000 - March 2003
Merrill Lynch October 1998 - September 2000
Skills
Retirement Planning, Strategic Financial..., Retirement Plan..., Wealth Management, Investment Advisory, 401k Rollovers, Estate Planning, Long Term Care Insurance
Education
DePaul University 2007 — 2007
Financial Planning and Services
Butler University - College of Business Administration 1987 — 1989
Business Administration, Accounting and Economics
Purdue University 1980 — 1985
Bachelor of Science (BS), Electrical Engineering Technology
Steve Hiegel Steve Hiegel's Salomon Smith Barney Experience 1998 - 2006
Job Owner / Operator at Digital Edge Systems
Industry Information Technology and Services
Experience
Digital Edge Systems May 2007 - Present
Salomon Smith Barney 1998 - 2006
Secure One July 1996 - July 1998
Education
Christian Brothers University 1991 — 1992
Business
Digital Edge Systems May 2007 - Present
Salomon Smith Barney 1998 - 2006
Secure One July 1996 - July 1998
Education
Christian Brothers University 1991 — 1992
Business
Brady Proctor Brady Proctor's Salomon Smith Barney Experience May 2001 - September 2001
Job Portfolio Manager at S.A. Mason Capital
Industry Banking
Experience
S.A. Mason Capital June 2013 - Present
Founders Bank and Trust April 2008 - May 2013
Fifth Third Bank June 2005 - March 2008
Scudder Investments March 2002 - June 2005
Bank of New York September 2001 - December 2001
Salomon Smith Barney May 2001 - September 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation
Education
Calvin College 1997 — 2001
Bachelor of Arts, Business
S.A. Mason Capital June 2013 - Present
Founders Bank and Trust April 2008 - May 2013
Fifth Third Bank June 2005 - March 2008
Scudder Investments March 2002 - June 2005
Bank of New York September 2001 - December 2001
Salomon Smith Barney May 2001 - September 2001
Skills
Portfolio Management, Wealth Management, Asset Allocation
Education
Calvin College 1997 — 2001
Bachelor of Arts, Business
Juan Carlos Olivarez's Salomon Smith Barney Experience July 2002 - January 2005
Job
Industry Oil & Energy
Experience
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Wells Fargo Securities January 2014 - Present
GE Energy Financial Services January 2011 - January 2014
Merrill Lynch & Co. September 2008 - October 2010
Merrill Lynch & Co. June 2007 - August 2007
Salomon Smith Barney July 2002 - January 2005
Skills
Investment Banking, Financial Modeling, Equities, Private Equity, Securities, Valuation, Portfolio Management, Venture Capital, Energy, Debt, Renewable Energy, Oil & Gas Exploration, Upstream, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Financial Structuring
Education
Brown University
BA, Economics
The Tuck School of Business at Dartmouth
MBA, General Management
Martin Lee Martin Lee's Salomon Smith Barney Experience 1997 - 2000
Job Head of FI Quant Research at T Rowe Price
Industry Financial Services
Experience
T Rowe Price 2007 - Present
Investcorp 2004 - 2007
Citigroup / Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Macro Hedge Fund 1995 - 1997
Goldman Sachs 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Caltech 1985 — 1987
MS
University of California, Berkeley 1981 — 1985
BS
T Rowe Price 2007 - Present
Investcorp 2004 - 2007
Citigroup / Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Macro Hedge Fund 1995 - 1997
Goldman Sachs 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Caltech 1985 — 1987
MS
University of California, Berkeley 1981 — 1985
BS
Mercedes B. Aza Mercedes B. Aza's Salomon Smith Barney Experience 1998 - 2003
Job Vice President at Roomscapes Luxury Design Center
Industry Architecture & Planning
Experience
Boston Harbor Angels January 2011 - Present
Boston Architectural College 2007 - Present
Roomscapes Luxury Design Center 1991 - Present
NKBA- National Kitchen & Bath Association 1998 - 2009
Salomon Smith Barney 1998 - 2003
South Shore Women Busines Network 1997 - 1999
Kitchen Concepts, Inc. 1991 - 1998
Fujitsu 1985 - 1989
Skills
Strategic Analysis, Business Management, Marketing Strategy, Entrepreneurship, Finance, Strategic Planning, Public Speaking, Investments, Management, Renovation, Negotiation, Residential Design, Marketing, Project Planning, Space planning, Residential Homes, Event Planning, Leadership Development, Leadership, Public Relations, Space-planning, Fundraising, Start-ups, Analysis, Coaching, Training, New Business Development, Small Business, Business Strategy, Budgets, Business Development, Market Research, Customer Service, Networking, Social Media, Strategy, Nonprofits, Project Management, Team Building, Marketing Communications, Social Networking, Social Media Marketing, Space Planning
Education
Bryant University 1991 — 1992
MBA '92, Marketing & Finance
Madrid Law School 1985 — 1987
MLL-Litigation, Masters in Litigation
Universidad Complutense de Madrid 1980 — 1985
JD in Law, JD in Law
Boston Harbor Angels January 2011 - Present
Boston Architectural College 2007 - Present
Roomscapes Luxury Design Center 1991 - Present
NKBA- National Kitchen & Bath Association 1998 - 2009
Salomon Smith Barney 1998 - 2003
South Shore Women Busines Network 1997 - 1999
Kitchen Concepts, Inc. 1991 - 1998
Fujitsu 1985 - 1989
Skills
Strategic Analysis, Business Management, Marketing Strategy, Entrepreneurship, Finance, Strategic Planning, Public Speaking, Investments, Management, Renovation, Negotiation, Residential Design, Marketing, Project Planning, Space planning, Residential Homes, Event Planning, Leadership Development, Leadership, Public Relations, Space-planning, Fundraising, Start-ups, Analysis, Coaching, Training, New Business Development, Small Business, Business Strategy, Budgets, Business Development, Market Research, Customer Service, Networking, Social Media, Strategy, Nonprofits, Project Management, Team Building, Marketing Communications, Social Networking, Social Media Marketing, Space Planning
Education
Bryant University 1991 — 1992
MBA '92, Marketing & Finance
Madrid Law School 1985 — 1987
MLL-Litigation, Masters in Litigation
Universidad Complutense de Madrid 1980 — 1985
JD in Law, JD in Law
R David Bowman R David Bowman's Salomon Smith Barney Experience July 1992 - February 2001
Job Senior Vice President, Financial Consultant D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson & Co. December 2006 - Present
Piper Jaffray & Co February 2001 - December 2006
Salomon Smith Barney July 1992 - February 2001
Skills
Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Bonds, Asset Management, Financial Planning
Education
University of Washington 1984 — 1989
Bachelor of Arts, Economics
Central Washington University 1983 — 1984
N/A, General Studies
D.A. Davidson & Co. December 2006 - Present
Piper Jaffray & Co February 2001 - December 2006
Salomon Smith Barney July 1992 - February 2001
Skills
Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Bonds, Asset Management, Financial Planning
Education
University of Washington 1984 — 1989
Bachelor of Arts, Economics
Central Washington University 1983 — 1984
N/A, General Studies
Marc DeLegge Marc DeLegge's Salomon Smith Barney Experience March 1998 - September 1998
Job Lead Mobile Developer at Pegg
Industry Information Technology and Services
Experience
Samadhi Games LLC January 2011 - Present
Pegg August 2014 - August 2015
MobiMeeds Corporation June 2011 - March 2014
Siemens ITS June 2008 - December 2010
Charming Shoppes July 2005 - June 2008
TIAA-CREF March 2000 - March 2002
SALOMON SMITH BARNEY March 1998 - September 1998
Chase Manhattan Bank September 1995 - October 1997
Moody's Investors Service July 1995 - September 1995
Evolution Online Systems January 1995 - July 1995
Skills
iOS Development, Objective-C, Java, Agile Methodologies, Software Development, JUnit, XML, Mobile Applications, Ant, SQL, Java Enterprise Edition, Spring, Eclipse, EJB, Database Design, JDBC, PostgreSQL, CVS, XSLT, Git, SOAP, JavaScript, Integration, MySQL, Hibernate, REST, Microsoft SQL Server, AJAX, Mobile Devices, CSS, Software Project..., SDLC, Spring Framework, Tomcat, JPA, Subversion, Linux, Databases, HTML
Education
Chaffey College 1989 — 1991
Music
Samadhi Games LLC January 2011 - Present
Pegg August 2014 - August 2015
MobiMeeds Corporation June 2011 - March 2014
Siemens ITS June 2008 - December 2010
Charming Shoppes July 2005 - June 2008
TIAA-CREF March 2000 - March 2002
SALOMON SMITH BARNEY March 1998 - September 1998
Chase Manhattan Bank September 1995 - October 1997
Moody's Investors Service July 1995 - September 1995
Evolution Online Systems January 1995 - July 1995
Skills
iOS Development, Objective-C, Java, Agile Methodologies, Software Development, JUnit, XML, Mobile Applications, Ant, SQL, Java Enterprise Edition, Spring, Eclipse, EJB, Database Design, JDBC, PostgreSQL, CVS, XSLT, Git, SOAP, JavaScript, Integration, MySQL, Hibernate, REST, Microsoft SQL Server, AJAX, Mobile Devices, CSS, Software Project..., SDLC, Spring Framework, Tomcat, JPA, Subversion, Linux, Databases, HTML
Education
Chaffey College 1989 — 1991
Music
Jessica Wilhite Jessica Wilhite's Salomon Smith Barney Experience 1997 - 2000
Job Decorative Painting, Venetian Plaster, Faux Finishing, Murals
Industry Construction
Experience
BELLA WALL DESIGNS October 2004 - Present
Salomon Smith Barney 1997 - 2000
Scudder Stevens & Clark 1993 - 1996
Skills
Excellent Communication..., Professional Faux..., Contractor Management, PowerPoint, Work Well with Interior..., Bilingual, Leadership, Management, Venetian Plaster, Winemaking, Wine Pairing
Education
California State University-Long Beach
Political Science and Government, Marketing
BELLA WALL DESIGNS October 2004 - Present
Salomon Smith Barney 1997 - 2000
Scudder Stevens & Clark 1993 - 1996
Skills
Excellent Communication..., Professional Faux..., Contractor Management, PowerPoint, Work Well with Interior..., Bilingual, Leadership, Management, Venetian Plaster, Winemaking, Wine Pairing
Education
California State University-Long Beach
Political Science and Government, Marketing
diane ovaduke diane ovaduke's Salomon Smith Barney Experience 1996 - 2001
Job
Industry Real Estate
Experience
Ro Rob Realty Corp 2008 - Present
Tri-State Interior Contracting September 2007 - June 2008
LOUIS L. BUTTERMARK & SONS, INC. 2002 - 2007
Salomon Smith Barney 1996 - 2001
Bear Stearns & Company 1986 - 1996
Skills
Windows, PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Property Management, Real Estate Sales..., Outlook, Sales, Office Management, Real Estate, Negotiation, Office Administration, Administrative...
Education
City University of New York-College of Staten Island
Business Administration, Management and Operations
Ro Rob Realty Corp 2008 - Present
Tri-State Interior Contracting September 2007 - June 2008
LOUIS L. BUTTERMARK & SONS, INC. 2002 - 2007
Salomon Smith Barney 1996 - 2001
Bear Stearns & Company 1986 - 1996
Skills
Windows, PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Property Management, Real Estate Sales..., Outlook, Sales, Office Management, Real Estate, Negotiation, Office Administration, Administrative...
Education
City University of New York-College of Staten Island
Business Administration, Management and Operations
Farhana Ahmed's Salomon Smith Barney Experience August 2002 - August 2003
Job Senior Operations Associate at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ July 2014 - Present
S&P Capital IQ November 2011 - June 2014
Standard & Poor's Securities Evaluations April 2011 - November 2011
Standard & Poor's Securities Evaluations August 2007 - April 2011
Law Offices of Foster & Wolkind, P.C. May 2005 - August 2007
Salomon Smith Barney August 2002 - August 2003
Skills
Data Analysis, Training Manuals, Procedure Manuals, Employee Training, Project Management, Process Improvement, Time Management, Bloomberg Terminal, Reuters 3000, Microsoft Word, Microsoft Excel, PowerPoint, Access, S&P Global Credit Portal, Moody's Credit Research, Fitch Research, CUSIP Global Services, Financial Analysis, Presentation Development, Operations Management, Fixed Income, Fixed Income Analysis, Building Relationships, Valuation, Default, EDGAR filings, Credit Analysis
Education
City University of New York-Brooklyn College 2003 — 2007
S&P Capital IQ July 2014 - Present
S&P Capital IQ November 2011 - June 2014
Standard & Poor's Securities Evaluations April 2011 - November 2011
Standard & Poor's Securities Evaluations August 2007 - April 2011
Law Offices of Foster & Wolkind, P.C. May 2005 - August 2007
Salomon Smith Barney August 2002 - August 2003
Skills
Data Analysis, Training Manuals, Procedure Manuals, Employee Training, Project Management, Process Improvement, Time Management, Bloomberg Terminal, Reuters 3000, Microsoft Word, Microsoft Excel, PowerPoint, Access, S&P Global Credit Portal, Moody's Credit Research, Fitch Research, CUSIP Global Services, Financial Analysis, Presentation Development, Operations Management, Fixed Income, Fixed Income Analysis, Building Relationships, Valuation, Default, EDGAR filings, Credit Analysis
Education
City University of New York-Brooklyn College 2003 — 2007
Bill Moynihan's Salomon Smith Barney Experience January 2001 - January 2004
Job Financial Advisor, First Vice PresidentInvestments at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Stifel Financial Corp. August 2015 - Present
Wells Fargo Advisors, LLC January 2004 - August 2015
Army National Guard March 2003 - January 2006
Salomon Smith Barney January 2001 - January 2004
Merrill Lynch November 1997 - January 2001
Selective Insurance October 1992 - November 1997
US Army September 1989 - September 1991
Skills
Investments, Retirement, Insurance, Securities, Risk Management, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Caldwell University 1993 — 1996
B.S., Business Administration
St. Peter's College 1986 — 1988
Business Administration
Jamie Decker's Salomon Smith Barney Experience 1997 - 2001
Job Senior Director Marketing & Development
Industry Nonprofit Organization Management
Experience
Hamburg Chamber of Commerce February 2015 - Present
Independent Contractor February 2012 - February 2015
Ziphany, LLC August 2010 - February 2012
Ecology & Environment December 2008 - February 2010
Energy Curtailment Specialists, Inc July 2006 - December 2008
Philip Morris International 2002 - 2006
Sinclair Broadcast Group, Inc 2002 - 2003
Citadel Communications 2001 - 2002
SALOMON SMITH BARNEY 1997 - 2001
Skills
Business Development, Energy, Strategy, Business Strategy, Marketing Strategy, Demand Response, Analysis, Management, Data Analysis, Energy Management, Leadership, Proposal Writing, Market Research, Energy Efficiency, Smart Grid, Marketing, Customer Service, New Business Development, Renewable Energy, Sales Process, Energy Policy, Strategic Planning, Product Development, Market Analysis, Management Consulting, Account Management, Project Planning, Program Management, Smart Metering, Market Entry, Consumer Behavior, R&D, Project Management, Contract Negotiation
Education
Canisius College
Bachelor of Science, Marketing, School of Business
Hamburg Chamber of Commerce February 2015 - Present
Independent Contractor February 2012 - February 2015
Ziphany, LLC August 2010 - February 2012
Ecology & Environment December 2008 - February 2010
Energy Curtailment Specialists, Inc July 2006 - December 2008
Philip Morris International 2002 - 2006
Sinclair Broadcast Group, Inc 2002 - 2003
Citadel Communications 2001 - 2002
SALOMON SMITH BARNEY 1997 - 2001
Skills
Business Development, Energy, Strategy, Business Strategy, Marketing Strategy, Demand Response, Analysis, Management, Data Analysis, Energy Management, Leadership, Proposal Writing, Market Research, Energy Efficiency, Smart Grid, Marketing, Customer Service, New Business Development, Renewable Energy, Sales Process, Energy Policy, Strategic Planning, Product Development, Market Analysis, Management Consulting, Account Management, Project Planning, Program Management, Smart Metering, Market Entry, Consumer Behavior, R&D, Project Management, Contract Negotiation
Education
Canisius College
Bachelor of Science, Marketing, School of Business
Christina Ackerman Christina Ackerman's Salomon Smith Barney Experience 1995 - 1998
Job Freelance Designer and Owner: Mammoth Graphic Design
Industry Graphic Design
Experience
Mammoth Graphic Design March 2006 - Present
Mammoth Reservation Bureau December 1999 - Present
Kay Communications, Inc. 1998 - 1999
Salomon Smith Barney 1995 - 1998
Skills
Graphic Design, Writing, Wildlife Rehabilitation, Search & Rescue, Photography, Skiing, Backpacking, Dog Training, Rock Climbing, Web Design, Adobe Creative Suite
Education
University of Southern California 1995 — 1998
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Cabrillo College 1994 — 1995
Mammoth Graphic Design March 2006 - Present
Mammoth Reservation Bureau December 1999 - Present
Kay Communications, Inc. 1998 - 1999
Salomon Smith Barney 1995 - 1998
Skills
Graphic Design, Writing, Wildlife Rehabilitation, Search & Rescue, Photography, Skiing, Backpacking, Dog Training, Rock Climbing, Web Design, Adobe Creative Suite
Education
University of Southern California 1995 — 1998
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Cabrillo College 1994 — 1995
Stephanie Feldt Stephanie Feldt's Salomon Smith Barney Experience 1996 - 1998
Job SEF CCO / COO & Legal / Compliance Consultant
Industry Financial Services
Experience
CFTC SEF Applicant August 2015 - Present
RPM Financial Markets Group June 2015 - Present
Integral Development Corporation March 2012 - April 2015
Barclays Capital July 2010 - March 2012
Deutsche Bank October 2007 - July 2010
HedgeStreet, Inc. September 2003 - September 2007
Thomas Weisel Partners April 1999 - September 2003
CIBC Oppenheimer 1998 - 1999
Salomon Smith Barney 1996 - 1998
MetLife Insurance Company 1995 - 1996
Skills
Securities, Capital Markets, Derivatives, Equities, Financial Services, Options, Fixed Income, Securities Regulation, Hedge Funds, Electronic Trading, Trading, Structured Finance, Financial Markets, Alternative Investments, FINRA, AML, Financial Regulation, Trading Systems, Anti Money Laundering, Dodd-Frank, Prime Brokerage, Structured Products, CFTC, Foreign Exchange, Investment Banking
Education
Brooklyn Law School 1994 — 1998
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science & French
CFTC SEF Applicant August 2015 - Present
RPM Financial Markets Group June 2015 - Present
Integral Development Corporation March 2012 - April 2015
Barclays Capital July 2010 - March 2012
Deutsche Bank October 2007 - July 2010
HedgeStreet, Inc. September 2003 - September 2007
Thomas Weisel Partners April 1999 - September 2003
CIBC Oppenheimer 1998 - 1999
Salomon Smith Barney 1996 - 1998
MetLife Insurance Company 1995 - 1996
Skills
Securities, Capital Markets, Derivatives, Equities, Financial Services, Options, Fixed Income, Securities Regulation, Hedge Funds, Electronic Trading, Trading, Structured Finance, Financial Markets, Alternative Investments, FINRA, AML, Financial Regulation, Trading Systems, Anti Money Laundering, Dodd-Frank, Prime Brokerage, Structured Products, CFTC, Foreign Exchange, Investment Banking
Education
Brooklyn Law School 1994 — 1998
JD, Law
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science & French
Jeffrey Frankel's Salomon Smith Barney Experience March 1978 - May 2009
Job Vice PresidentWealth Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1978 - Present
Salomon Smith Barney March 1978 - May 2009
Education
Boston University 1972 — 1976
BA, Economics
Mercersburg Academy
Morgan Stanley Smith Barney 1978 - Present
Salomon Smith Barney March 1978 - May 2009
Education
Boston University 1972 — 1976
BA, Economics
Mercersburg Academy
Kimberly A Gildea, CFP®'s Salomon Smith Barney Experience January 1995 - January 2007
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2007 - Present
Salomon Smith Barney January 1995 - January 2007
Kidder Peabody July 1988 - December 1994
Anchor National Financial Services October 1985 - July 1988
Skills
Finance, Tax Efficient Investing, Insurance, Retirement, Securities, Retirement Planning, Estate Planning Strategy, Financial Services, Investments
Education
Institute for Divorce Financial Analysts 2008 — 2009
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1988 — 1990
Certified Financial Planner, CFP Designation
West Virginia University 1979 — 1983
B.S., Business and Economics
Wells Fargo Advisors, LLC January 2007 - Present
Salomon Smith Barney January 1995 - January 2007
Kidder Peabody July 1988 - December 1994
Anchor National Financial Services October 1985 - July 1988
Skills
Finance, Tax Efficient Investing, Insurance, Retirement, Securities, Retirement Planning, Estate Planning Strategy, Financial Services, Investments
Education
Institute for Divorce Financial Analysts 2008 — 2009
CDFA, Certified Divorce Financial Analyst
College for Financial Planning 1988 — 1990
Certified Financial Planner, CFP Designation
West Virginia University 1979 — 1983
B.S., Business and Economics
Christina Lawrence's Salomon Smith Barney Experience June 1998 - August 1998
Job Vice President Clinical Operations at PresenceLearning
Industry Hospital & Health Care
Experience
PresenceLearning April 2015 - Present
Kaiser Permanente January 2014 - April 2015
Kaiser Permanente October 2009 - December 2013
Kaiser Permanente IT October 2006 - October 2009
Kaiser Permanente June 2005 - October 2006
Ticketmaster January 2005 - June 2005
Intuit, Inc. June 2002 - January 2005
Deloitte Consulting August 1995 - June 2002
Salomon Smith Barney June 1998 - August 1998
Skills
IT Strategy, Change Management, Program Management, Strategy, Project Management, Business Process, Process Improvement, Leadership, Project Portfolio..., ITIL, Strategic Planning, IT Service Management, Product Management, Healthcare Information..., Business Analysis, Consulting, Start-ups, Executive Management, Business Strategy, Performance Management, Analysis, Financial Analysis, Business Relationship..., Integration, Vendor Management, Requirements Analysis, PMP, Cross-functional Team..., Business Process..., Organizational Change, Healthcare IT, Balanced Scorecard, Operating Budgets, SDLC, Operations Management, Information Technology, Chargebacks, Lead Management, CRM, Project Execution, CRM software, Telemedicine, Telehealth
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Claremont McKenna College 1991 — 1995
B.A., Literature-Economics
PresenceLearning April 2015 - Present
Kaiser Permanente January 2014 - April 2015
Kaiser Permanente October 2009 - December 2013
Kaiser Permanente IT October 2006 - October 2009
Kaiser Permanente June 2005 - October 2006
Ticketmaster January 2005 - June 2005
Intuit, Inc. June 2002 - January 2005
Deloitte Consulting August 1995 - June 2002
Salomon Smith Barney June 1998 - August 1998
Skills
IT Strategy, Change Management, Program Management, Strategy, Project Management, Business Process, Process Improvement, Leadership, Project Portfolio..., ITIL, Strategic Planning, IT Service Management, Product Management, Healthcare Information..., Business Analysis, Consulting, Start-ups, Executive Management, Business Strategy, Performance Management, Analysis, Financial Analysis, Business Relationship..., Integration, Vendor Management, Requirements Analysis, PMP, Cross-functional Team..., Business Process..., Organizational Change, Healthcare IT, Balanced Scorecard, Operating Budgets, SDLC, Operations Management, Information Technology, Chargebacks, Lead Management, CRM, Project Execution, CRM software, Telemedicine, Telehealth
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
Claremont McKenna College 1991 — 1995
B.A., Literature-Economics
Jeff Julkowski Jeff Julkowski's Salomon Smith Barney Experience 2000 - 2002
Job Entrepreneur and Investor: BioTech, BioPharma, Diagnostics and HealthCare
Industry Research
Experience
Seed Partners 2013 - Present
Chamilia 2003 - 2012
KR Group (privately held) 2001 - 2003
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Strategic Planning, Start-ups, Business Strategy, Product Development, Investments, Executive Management, Leadership, Entrepreneurship, Mergers, : Identifying new...
Education
United States Military Academy at West Point 1988 — 1992
BS, Engineering Management
Cameron University 1992 — 1995
MBA, Finance
Seed Partners 2013 - Present
Chamilia 2003 - 2012
KR Group (privately held) 2001 - 2003
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1995 - 2000
Skills
Strategic Planning, Start-ups, Business Strategy, Product Development, Investments, Executive Management, Leadership, Entrepreneurship, Mergers, : Identifying new...
Education
United States Military Academy at West Point 1988 — 1992
BS, Engineering Management
Cameron University 1992 — 1995
MBA, Finance
Jon Keeling Jon Keeling's Salomon Smith Barney Experience January 1999 - March 2000
Job Financial Technology Consultant & Owner/Instructor at Silicon Valley Karate, LLC
Industry Investment Management
Experience
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
San Jose State University January 2014 - Present
Silicon Valley Karate 1997 - Present
Franklin Templeton Investments June 2012 - December 2012
American Century Investments December 2006 - January 2012
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1999 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income, Trading, Options, Electronic Trading, Trading Systems, Bloomberg, Portfolio Management, Financial Markets, Bonds, Series 7, Capital Markets, Hedge Funds, Financial Services, Equities, Mutual Funds, Investment Management, Market Data, Vendor Management, Derivatives, Securities, Equity Trading, Alternative Investments, Investments, FX trading, Investment Advisory, Equity Research, Bloomberg Terminal, Risk Management, Asset Management, Asset Allocation, Portfolio Optimization, Series 63, ETFs, Investment Strategies, FINRA, Technical Analysis, Emerging Markets, FX Options, Commodity
Education
Fresno Pacific University 2014 — 2015
Master's Degree, Kinesiology and Exercise Science
University of California, Santa Cruz 1990 — 1991
BA, Economics
Cabrillo College 1989 — 1989
Stony Brook University 1988 — 1989
Newtown High School 1981 — 1985
Robert Frawley Robert Frawley's Salomon Smith Barney Experience March 1999 - June 2003
Job VP at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
Kimberly Kubali's Salomon Smith Barney Experience 1998 - 1999
Job Web Developer at United Nations
Industry Computer Software
Experience
United Nations June 2014 - Present
RedTrail 1999 - Present
Salomon Smith Barney 1998 - 1999
Bankers Trust 1996 - 1998
Bank of Boston BancBoston Fleet 1992 - 1996
Skills
Strategic Planning, Business Planning, Strategy, Management, Photoshop, CSS, Analysis, New Business Development, HTML, Project Management, Marketing
Education
Boston University 1991 — 1992
MA, Economics
Syracuse University 1990 — 1991
MA, International Relations
University of Nevada Las Vegas Lee Business School 1986 — 1990
BSBA, Economics
United Nations June 2014 - Present
RedTrail 1999 - Present
Salomon Smith Barney 1998 - 1999
Bankers Trust 1996 - 1998
Bank of Boston BancBoston Fleet 1992 - 1996
Skills
Strategic Planning, Business Planning, Strategy, Management, Photoshop, CSS, Analysis, New Business Development, HTML, Project Management, Marketing
Education
Boston University 1991 — 1992
MA, Economics
Syracuse University 1990 — 1991
MA, International Relations
University of Nevada Las Vegas Lee Business School 1986 — 1990
BSBA, Economics
Paul DiIanni's Salomon Smith Barney Experience February 2006 - January 2009
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - January 2009
Legg Mason June 2002 - February 2006
Coburn & Meredith, Inc. July 1999 - June 2002
Education
Vassar College 1984 — 1988
Boston University Questrom School of Business
MBA, Investment Management
Jennifer Cedar Jennifer Cedar's Salomon Smith Barney Experience July 1999 - March 2003
Job Access / Finance Manager at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente July 2004 - Present
Chukchansi Gold Resort & Casino July 2003 - July 2004
Salomon Smith Barney (Citigroup) June 2002 - March 2003
Salomon Smith Barney July 1999 - March 2003
Skills
Forecasting, Budgeting, Microsoft Office, SAS, Modeling, Budgets, Access, Financial Reporting, Financial Analysis, Finance, Leadership, Analysis, Data Analysis, Program Management, Management, Valuation, Financial Modeling
Education
California State University, Fresno 2005 — 2007
MBA, Business Administration
Stanford University 1995 — 1999
BS, Industrial Engineering
El Cerrito High School 1991 — 1995
Kaiser Permanente July 2004 - Present
Chukchansi Gold Resort & Casino July 2003 - July 2004
Salomon Smith Barney (Citigroup) June 2002 - March 2003
Salomon Smith Barney July 1999 - March 2003
Skills
Forecasting, Budgeting, Microsoft Office, SAS, Modeling, Budgets, Access, Financial Reporting, Financial Analysis, Finance, Leadership, Analysis, Data Analysis, Program Management, Management, Valuation, Financial Modeling
Education
California State University, Fresno 2005 — 2007
MBA, Business Administration
Stanford University 1995 — 1999
BS, Industrial Engineering
El Cerrito High School 1991 — 1995
Nick Antonio Nick Antonio's Salomon Smith Barney Experience June 1998 - June 2002
Job Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc 2004 - 2010
City of Sacramento 2002 - 2003
Salomon Smith Barney June 1998 - June 2002
Education
California State University-Sacramento
Bachelor of Science, Criminal Justice
University of California, Davis
UBS Financial Services, Inc 2004 - 2010
City of Sacramento 2002 - 2003
Salomon Smith Barney June 1998 - June 2002
Education
California State University-Sacramento
Bachelor of Science, Criminal Justice
University of California, Davis
Keller Nicolas Keller Nicolas's Salomon Smith Barney Experience January 1999 - January 2001
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Morgan Stanley Wealth Management January 2011 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Smith Barney January 2004 - January 2007
Smith Barney January 2001 - January 2004
Salomon Smith Barney January 1999 - January 2001
Smith Barney May 1998 - January 1999
West Publishing Company 1990 - 1997
Gibson, Dunn & Crutcher LLP 1988 - 1990
Skills
Asset Allocation, Mutual Funds, Wealth Management, Asset Management, Leadership, Project Management, Microsoft Office, Process Improvement, Financial Modeling, Finance, Business Analysis
Education
Chubb Computer Services' Corporate Training Division 1997 — 1997
Certificate of Achievement - MVS TOP GUN
Yale Law School 1985 — 1988
Doctor of Law (JD), Law
City University of New York City College 1977 — 1981
Bachelor of Science (BS), Biology, General
Hyman Sarasohn Hyman Sarasohn's Salomon Smith Barney Experience June 1998 - June 2005
Job Vice President at Citi
Industry Information Technology and Services
Experience
Citigroup June 2005 - Present
Citi June 1998 - Present
Salomon Smith Barney June 1998 - June 2005
Dow Jones Telerate November 1994 - June 1998
Mastercard International, Inc. November 1991 - November 1994
Information Builders, Inc. April 1989 - November 1991
Amstar February 1987 - March 1989
Skills
Unix Administration, Unix, Enterprise Architecture, Solaris, Shell Scripting, System Administration, Disaster Recovery, Data Center, Software Development, Security, IT Strategy, Information Security, Unix Shell Scripting, Perl, Linux, Scripting, Packaging, Architecture, Quality Assurance, Business Continuity, Sybase, Vendor Management, Testing, Servers, Firewalls, AIX, Operating Systems, System Architecture, Business Analysis, SDLC, Integration, Architectures
Education
College of Charleston 1984 — 1987
B. S., Computer Science
Georgia Institute of Technology 1980 — 1984
Mechanical Engineering
Porter-Gaud 1977 — 1980
CHI/AHA 1966 — 1977
Citigroup June 2005 - Present
Citi June 1998 - Present
Salomon Smith Barney June 1998 - June 2005
Dow Jones Telerate November 1994 - June 1998
Mastercard International, Inc. November 1991 - November 1994
Information Builders, Inc. April 1989 - November 1991
Amstar February 1987 - March 1989
Skills
Unix Administration, Unix, Enterprise Architecture, Solaris, Shell Scripting, System Administration, Disaster Recovery, Data Center, Software Development, Security, IT Strategy, Information Security, Unix Shell Scripting, Perl, Linux, Scripting, Packaging, Architecture, Quality Assurance, Business Continuity, Sybase, Vendor Management, Testing, Servers, Firewalls, AIX, Operating Systems, System Architecture, Business Analysis, SDLC, Integration, Architectures
Education
College of Charleston 1984 — 1987
B. S., Computer Science
Georgia Institute of Technology 1980 — 1984
Mechanical Engineering
Porter-Gaud 1977 — 1980
CHI/AHA 1966 — 1977
Olivia Towery Olivia Towery's Salomon Smith Barney Experience 1994 - 1996
Job Dynamic and accomplished business leader with experience encompassing the fields of finance and the Internet.
Industry Internet
Experience
Tower Internet Management November 2000 - Present
VitekNet September 1996 - October 2000
Salomon Smith Barney 1994 - 1996
Burnett Grey & Company 1992 - 1994
Marketing One Securities - Wells Fargo Bank 1988 - 1991
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1982
Bachelor, Business, Economics
Tower Internet Management November 2000 - Present
VitekNet September 1996 - October 2000
Salomon Smith Barney 1994 - 1996
Burnett Grey & Company 1992 - 1994
Marketing One Securities - Wells Fargo Bank 1988 - 1991
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1978 — 1982
Bachelor, Business, Economics
Yury Opendik Yury Opendik's Salomon Smith Barney Experience June 2000 - June 2003
Job Senior Systems Engineer at OUTFRONT media (Formerly CBS Outdoor)
Industry Information Technology and Services
Experience
OUTFRONT Media May 2014 - Present
Bank Hapoalim January 2014 - May 2014
Citi June 2003 - September 2013
Salomon Smith Barney June 2000 - June 2003
JONES DAY® February 1999 - June 2000
Skills
Servers, Active Directory, DNS, System Deployment, Networking, Disaster Recovery, Infrastructure, Technical Support, Microsoft Exchange, Server Administration, Windows Server, VMware, IT Management, SharePoint, Network Administration, IT Operations, Visio, ITIL, Firewalls, Virtualization, MCSA, IT Infrastructure..., Routers, Cisco Technologies, Microsoft Office, IBM Tivoli, Wintel, WINS, Network Security, DHCP, SCOM, Microsoft Certified..., Data Recovery, Level 3 Support, MCSE, Group Policy, Scripting, Automation, Systems Engineering, Training, Project Management, Security, Management, SCCM, Powershell, Process Improvement, IT Service Management, IT Strategy, NetApp, ePolicy Orchestrator
Education
Brooklyn College 2003 — 2006
Bachelor of Science (BS), Business, Management and Finance
Kingsborough Community College 1996 — 1999
Associate's degree, Computer Science
OUTFRONT Media May 2014 - Present
Bank Hapoalim January 2014 - May 2014
Citi June 2003 - September 2013
Salomon Smith Barney June 2000 - June 2003
JONES DAY® February 1999 - June 2000
Skills
Servers, Active Directory, DNS, System Deployment, Networking, Disaster Recovery, Infrastructure, Technical Support, Microsoft Exchange, Server Administration, Windows Server, VMware, IT Management, SharePoint, Network Administration, IT Operations, Visio, ITIL, Firewalls, Virtualization, MCSA, IT Infrastructure..., Routers, Cisco Technologies, Microsoft Office, IBM Tivoli, Wintel, WINS, Network Security, DHCP, SCOM, Microsoft Certified..., Data Recovery, Level 3 Support, MCSE, Group Policy, Scripting, Automation, Systems Engineering, Training, Project Management, Security, Management, SCCM, Powershell, Process Improvement, IT Service Management, IT Strategy, NetApp, ePolicy Orchestrator
Education
Brooklyn College 2003 — 2006
Bachelor of Science (BS), Business, Management and Finance
Kingsborough Community College 1996 — 1999
Associate's degree, Computer Science
Yong-Ae Verdejo's Salomon Smith Barney Experience January 2000 - September 2000
Job Music Library Metadata Assistant/Consultant at Sourcetone, LLC
Industry Music
Experience
Sourcetone, LLC August 2011 - Present
Nassau Community College January 2011 - Present
Self-employed November 2006 - March 2011
World Wide Audio June 2006 - September 2006
Edge1 Records June 2006 - September 2006
Jig Saw Entertainment September 2003 - December 2003
Salomon Smith Barney January 2000 - September 2000
Wildcat Services September 1998 - September 1999
Education
Institute of Audio Research 2005 — 2006
Certified Audio Engineer
City University of New York 2002 — 2003
some college
Wildcat Services 1998 — 1999
certification
Sourcetone, LLC August 2011 - Present
Nassau Community College January 2011 - Present
Self-employed November 2006 - March 2011
World Wide Audio June 2006 - September 2006
Edge1 Records June 2006 - September 2006
Jig Saw Entertainment September 2003 - December 2003
Salomon Smith Barney January 2000 - September 2000
Wildcat Services September 1998 - September 1999
Education
Institute of Audio Research 2005 — 2006
Certified Audio Engineer
City University of New York 2002 — 2003
some college
Wildcat Services 1998 — 1999
certification
Stoytcho Stoev's Salomon Smith Barney Experience April 2002 - November 2003
Job Director GRID Architecture & Services at Standard & Poor's
Industry Computer Software
Experience
S&P Capital IQ April 2010 - Present
S&P Capital IQ September 2009 - February 2010
Analog2Digital Infinity LLC April 2007 - January 2010
Zone Equity Group LLC August 2008 - August 2009
Platform Computing January 2006 - July 2008
Interactive Data August 2005 - January 2006
Research Foundation of CUNY September 2004 - September 2005
MBH Trading LLC July 2004 - September 2004
Hunter College January 2004 - August 2004
Salomon Smith Barney April 2002 - November 2003
Skills
Distributed Systems, C, Grid Computing, Software Development, High Performance..., C++, Hadoop, Java, FPGA, Performance Tuning, VHDL, Project Planning, Parallel Computing, GPGPU, Super Computing, Embedded Systems, Massively Parallel and..., Linux application..., Linux System..., Analytic Solvers, Intex, SoC, Verilog, Linux Cluters, Beowulf Clusters, FIX, QuickFix, Concurrent Systems, GO, YARN, MESOS, HPC-on-YARN, LaTeX, Integration, Linux, Cluster
Education
City University of New York 2003 — 2006
Ph.D. ( II level, dropout)
Pace University 2000 — 2002
MS
Universitet za nacionalno i svetovno stopanstvo 1993 — 1997
BS,MS
Bulgarian Air Force Academy 1992 — 1993
EE
Teknikum Mining Industry - Dimitrovgrad 1987 — 1991
High School Diploma - Techical Field of Study
S&P Capital IQ April 2010 - Present
S&P Capital IQ September 2009 - February 2010
Analog2Digital Infinity LLC April 2007 - January 2010
Zone Equity Group LLC August 2008 - August 2009
Platform Computing January 2006 - July 2008
Interactive Data August 2005 - January 2006
Research Foundation of CUNY September 2004 - September 2005
MBH Trading LLC July 2004 - September 2004
Hunter College January 2004 - August 2004
Salomon Smith Barney April 2002 - November 2003
Skills
Distributed Systems, C, Grid Computing, Software Development, High Performance..., C++, Hadoop, Java, FPGA, Performance Tuning, VHDL, Project Planning, Parallel Computing, GPGPU, Super Computing, Embedded Systems, Massively Parallel and..., Linux application..., Linux System..., Analytic Solvers, Intex, SoC, Verilog, Linux Cluters, Beowulf Clusters, FIX, QuickFix, Concurrent Systems, GO, YARN, MESOS, HPC-on-YARN, LaTeX, Integration, Linux, Cluster
Education
City University of New York 2003 — 2006
Ph.D. ( II level, dropout)
Pace University 2000 — 2002
MS
Universitet za nacionalno i svetovno stopanstvo 1993 — 1997
BS,MS
Bulgarian Air Force Academy 1992 — 1993
EE
Teknikum Mining Industry - Dimitrovgrad 1987 — 1991
High School Diploma - Techical Field of Study
Dawn McRae's Salomon Smith Barney Experience June 1997 - June 2000
Job Accounting Professional
Industry Accounting
Experience
Control Consulting, Inc. December 2007 - August 2008
Solomon Page Group May 2007 - November 2007
Morgan Stanley Investment Management June 2000 - May 2006
Salomon Smith Barney June 1997 - June 2000
GRuntal & Co Inc October 1988 - June 1997
National Insurance Scheme 1980 - 1986
Skills
Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Internal Controls, Accounts Receivable, Fixed Assets, Financial Analysis
Education
City University of New York-Brooklyn College 1997 — 2003
Control Consulting, Inc. December 2007 - August 2008
Solomon Page Group May 2007 - November 2007
Morgan Stanley Investment Management June 2000 - May 2006
Salomon Smith Barney June 1997 - June 2000
GRuntal & Co Inc October 1988 - June 1997
National Insurance Scheme 1980 - 1986
Skills
Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Internal Controls, Accounts Receivable, Fixed Assets, Financial Analysis
Education
City University of New York-Brooklyn College 1997 — 2003
Christopher Clipper's Salomon Smith Barney Experience August 1995 - 2001
Job VP/CFO, North America at NIKE, Inc.
Industry Consumer Goods
Experience
NIKE, Inc. July 2014 - Present
NIKE, Inc. January 2011 - July 2014
Time Warner Inc. May 2004 - December 2010
Salomon Smith Barney August 1995 - 2001
Skills
Strategic Planning, Corporate Development, Financial Analysis, Investor Relations, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Business Strategy, Cross-functional Team..., Private Equity, Strategic Partnerships, Executive Management, Due Diligence, Start-ups, Entrepreneurship
Education
Brown University
BA, Economics
Stanford University Graduate School of Business
MBA
NIKE, Inc. July 2014 - Present
NIKE, Inc. January 2011 - July 2014
Time Warner Inc. May 2004 - December 2010
Salomon Smith Barney August 1995 - 2001
Skills
Strategic Planning, Corporate Development, Financial Analysis, Investor Relations, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Business Strategy, Cross-functional Team..., Private Equity, Strategic Partnerships, Executive Management, Due Diligence, Start-ups, Entrepreneurship
Education
Brown University
BA, Economics
Stanford University Graduate School of Business
MBA
Chris White's Salomon Smith Barney Experience June 1997 - October 1999
Job CEO at ViableMkts Creator of GSessions corporate bond trading platform Market structure expert
Industry Financial Services
Experience
ViableMkts LLC September 2015 - Present
Goldman Sachs October 2010 - Present
Barclays Capital November 2009 - October 2010
Barclays Capital April 2007 - November 2009
MarketAxess 2003 - 2007
Tech Trade Capital October 1999 - January 2002
Salomon Smith Barney June 1997 - October 1999
Skills
Electronic Trading, Fixed Income, Investments, Credit, FX Options, Derivatives, Equities, Capital Markets, Trading Systems, Investment Banking, CDS, Financial Markets, Trading, Credit Derivatives, Series 63, Equity Derivatives, Interest Rate..., Buy-side, Options, Securities, Strategy, Bonds, Asset Management, Rates, Low Latency, Market Making, Market Data, Bloomberg, Hedge Funds, Structured Products, Swaps, Emerging Markets, Arbitrage, Prime Brokerage, Equity Trading, Middle Office, Interest Rates, Market Structure, Exotic Derivatives
Education
Brown University 1993 — 1997
Psychology and OBM
Phillips Academy 1989 — 1993
Packer
Packer
ViableMkts LLC September 2015 - Present
Goldman Sachs October 2010 - Present
Barclays Capital November 2009 - October 2010
Barclays Capital April 2007 - November 2009
MarketAxess 2003 - 2007
Tech Trade Capital October 1999 - January 2002
Salomon Smith Barney June 1997 - October 1999
Skills
Electronic Trading, Fixed Income, Investments, Credit, FX Options, Derivatives, Equities, Capital Markets, Trading Systems, Investment Banking, CDS, Financial Markets, Trading, Credit Derivatives, Series 63, Equity Derivatives, Interest Rate..., Buy-side, Options, Securities, Strategy, Bonds, Asset Management, Rates, Low Latency, Market Making, Market Data, Bloomberg, Hedge Funds, Structured Products, Swaps, Emerging Markets, Arbitrage, Prime Brokerage, Equity Trading, Middle Office, Interest Rates, Market Structure, Exotic Derivatives
Education
Brown University 1993 — 1997
Psychology and OBM
Phillips Academy 1989 — 1993
Packer
Packer
Michelle (Zelin) Lifschitz's Salomon Smith Barney Experience April 1999 - April 2000
Job Strategic and experienced HR leader with strong competencies in learning, diversity, and talent management
Industry Human Resources
Experience
CohnReznick LLP June 2012 - Present
Balancing Life's Issues March 2012 - May 2012
Citi January 2010 - May 2012
Citigroup March 2006 - December 2009
Citigroup January 2004 - March 2006
Citigroup May 2000 - December 2003
Salomon Smith Barney April 1999 - April 2000
Skills
Talent and Leadership..., Learning and Development, Program Management, Leadership Development, Succession Planning, Talent Development, Career Development, 360 Feedback, Talent Management, Performance Management, Organizational..., Team Building, Diversity, Human Resources, Recruiting, Coaching, Change Management, Training, Deferred Compensation, Executive Coaching, Onboarding, Strategic Planning, Leadership, Workforce Planning, Management, Staff Development, Strategy, Employee Relations, Conflict Resolution, Performance Appraisal, Performance Improvement, Employee Benefits, Organizational..., Personnel Management, Employee Training, Employee Engagement, Culture Change, Talent Acquisition
Education
Boston University 1993 — 1996
BA, Psychology
Columbia University in the City of New York
MA, Organizational Psychology
Frisch
CohnReznick LLP June 2012 - Present
Balancing Life's Issues March 2012 - May 2012
Citi January 2010 - May 2012
Citigroup March 2006 - December 2009
Citigroup January 2004 - March 2006
Citigroup May 2000 - December 2003
Salomon Smith Barney April 1999 - April 2000
Skills
Talent and Leadership..., Learning and Development, Program Management, Leadership Development, Succession Planning, Talent Development, Career Development, 360 Feedback, Talent Management, Performance Management, Organizational..., Team Building, Diversity, Human Resources, Recruiting, Coaching, Change Management, Training, Deferred Compensation, Executive Coaching, Onboarding, Strategic Planning, Leadership, Workforce Planning, Management, Staff Development, Strategy, Employee Relations, Conflict Resolution, Performance Appraisal, Performance Improvement, Employee Benefits, Organizational..., Personnel Management, Employee Training, Employee Engagement, Culture Change, Talent Acquisition
Education
Boston University 1993 — 1996
BA, Psychology
Columbia University in the City of New York
MA, Organizational Psychology
Frisch
Greg Levitt's Salomon Smith Barney Experience 1997 - 1999
Job CoFounder and CEO at Farmivore
Industry Online Media
Experience
Farmivore April 2014 - Present
33Across October 2007 - January 2014
33Across Inc. April 2012 - December 2013
Yahoo! Finance April 2007 - October 2007
Primedia / Source Interlink 2004 - 2007
24/7 Real Media 1999 - 2002
Salomon Smith Barney 1997 - 1999
Skills
Strategic Partnerships, Entrepreneurship, Start-ups, Product Management, Digital Marketing, Strategy, Salesforce.com, Business Development, Leadership, Online Advertising, Digital Strategy, Product Development, Analytics, Mergers & Acquisitions, E-commerce, Digital Media
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Brown University
BA
Farmivore April 2014 - Present
33Across October 2007 - January 2014
33Across Inc. April 2012 - December 2013
Yahoo! Finance April 2007 - October 2007
Primedia / Source Interlink 2004 - 2007
24/7 Real Media 1999 - 2002
Salomon Smith Barney 1997 - 1999
Skills
Strategic Partnerships, Entrepreneurship, Start-ups, Product Management, Digital Marketing, Strategy, Salesforce.com, Business Development, Leadership, Online Advertising, Digital Strategy, Product Development, Analytics, Mergers & Acquisitions, E-commerce, Digital Media
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Brown University
BA
Elena Sgoupis McKinney's Salomon Smith Barney Experience May 1998 - March 2000
Job Full time mother at Home
Industry Retail
Experience
Home 2006 - Present
Various 2005 - 2006
L'Occitane Inc. January 2002 - November 2004
L'Oreal USA August 2000 - May 2001
Salomon Smith Barney May 1998 - March 2000
Education
City University of New York-Brooklyn College 1992 — 1997
BS, Business Management and Finance
Home 2006 - Present
Various 2005 - 2006
L'Occitane Inc. January 2002 - November 2004
L'Oreal USA August 2000 - May 2001
Salomon Smith Barney May 1998 - March 2000
Education
City University of New York-Brooklyn College 1992 — 1997
BS, Business Management and Finance
Michael Viggiano's Salomon Smith Barney Experience June 1997 - October 1998
Job AVP, Settlements Supervisor
Industry Financial Services
Experience
Brookfield OMS March 2004 - Present
Citibank Private Bank August 2000 - January 2002
SSB CITI Asset Management 1998 - 2000
Salomon Smith Barney June 1997 - October 1998
Education
Colgate University 1993 — 1997
BA, History
Brookfield OMS March 2004 - Present
Citibank Private Bank August 2000 - January 2002
SSB CITI Asset Management 1998 - 2000
Salomon Smith Barney June 1997 - October 1998
Education
Colgate University 1993 — 1997
BA, History
Steve Avolanti's Salomon Smith Barney Experience July 1995 - March 1999
Job SVP at US Trust, Bank of America Private Wealth Management
Industry Information Technology and Services
Experience
US Trust, Bank of America Private Wealth Management June 2007 - Present
U.S. Trust March 2003 - July 2007
U.S. Trust February 1999 - March 2003
Salomon Smith Barney July 1995 - March 1999
Skills
Portfolio Management, Wealth Management..., IT Portfolio, Portfolio Analytics..., Management, Leadership, Asset Allocation, Banking, Business Development, Analytics, Vendor Management, Change Management, Program Management, Process Improvement, Analysis, Business Process, Integration, Wealth Management, Investments, Asset Management, Strategic Financial..., SDLC, Investment Management, Investment Banking, Technology
Education
City University of New York
Computer Information Systems
New York University - SCPS
Information Technology Project Management
Bank of America Emerging Leaders Program
Organizational Leadership
US Trust, Bank of America Private Wealth Management June 2007 - Present
U.S. Trust March 2003 - July 2007
U.S. Trust February 1999 - March 2003
Salomon Smith Barney July 1995 - March 1999
Skills
Portfolio Management, Wealth Management..., IT Portfolio, Portfolio Analytics..., Management, Leadership, Asset Allocation, Banking, Business Development, Analytics, Vendor Management, Change Management, Program Management, Process Improvement, Analysis, Business Process, Integration, Wealth Management, Investments, Asset Management, Strategic Financial..., SDLC, Investment Management, Investment Banking, Technology
Education
City University of New York
Computer Information Systems
New York University - SCPS
Information Technology Project Management
Bank of America Emerging Leaders Program
Organizational Leadership
Jim Davison's Salomon Smith Barney Experience 1997 - 2000
Job Vice President, Regional Consultant, Private Wealth Solutions Group at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
State Street February 2014 - Present
PIMCO July 2012 - January 2014
BlackRock January 2001 - 2012
Salomon Smith Barney 1997 - 2000
US Navy 1984 - 1993
Skills
Asset Management, Series 7, Mutual Funds, Alternative Investments, Investments, Asset Allocation, Equities, Portfolio Management, Series 63, Fixed Income, Risk Management, Sales, Leadership, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Capital Markets, Investment Advisory, Due Diligence
Education
California State University-Chico 1979 — 1984
Emilie Chang's Salomon Smith Barney Experience June 2002 - August 2002
Job Sr. Business Systems Consultant at Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments April 2010 - Present
Putnam Investments February 2006 - March 2010
Putnam Investments July 2003 - January 2006
Salomon Smith Barney June 2002 - August 2002
Skills
Testing, SDLC, Management, Project Management, SQL, Leadership, Quality Assurance
Education
Carnegie Mellon University 1999 — 2003
B.S., Business Administration, Concentration in Management Information Systems
Putnam Investments April 2010 - Present
Putnam Investments February 2006 - March 2010
Putnam Investments July 2003 - January 2006
Salomon Smith Barney June 2002 - August 2002
Skills
Testing, SDLC, Management, Project Management, SQL, Leadership, Quality Assurance
Education
Carnegie Mellon University 1999 — 2003
B.S., Business Administration, Concentration in Management Information Systems
Punit Mahajan's Salomon Smith Barney Experience 1999 - 2000
Job VP, Surveillance Analytics Group at Goldman, Sachs & Co
Industry Financial Services
Experience
Goldman Sachs May 2010 - Present
Infosys BPO Ltd May 2007 - June 2010
Infosys BPO May 2005 - April 2007
Dresdner Kleinwort 2000 - 2005
Salomon Smith Barney 1999 - 2000
PRT 1997 - 1999
Tata Consultancy Services 1995 - 1997
Skills
Analytics, Fixed Income, Capital Markets, Financial Modeling, Equities, Risk Management, Business Strategy, Business Development, Quantitative Analytics, Financial Risk, Outsourcing, Investment Banking, SDLC, Management, Analysis, Vendor Management, Valuation, Business Analysis, Leadership
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MS Computational Finance
Institute of Management Technology, Ghaziabad 1992 — 1995
M.S. Computer Science
Sardar Patel Vidyalaya
Goldman Sachs May 2010 - Present
Infosys BPO Ltd May 2007 - June 2010
Infosys BPO May 2005 - April 2007
Dresdner Kleinwort 2000 - 2005
Salomon Smith Barney 1999 - 2000
PRT 1997 - 1999
Tata Consultancy Services 1995 - 1997
Skills
Analytics, Fixed Income, Capital Markets, Financial Modeling, Equities, Risk Management, Business Strategy, Business Development, Quantitative Analytics, Financial Risk, Outsourcing, Investment Banking, SDLC, Management, Analysis, Vendor Management, Valuation, Business Analysis, Leadership
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2003
MS Computational Finance
Institute of Management Technology, Ghaziabad 1992 — 1995
M.S. Computer Science
Sardar Patel Vidyalaya
Michael Berkowitz's Salomon Smith Barney Experience July 1999 - May 2001
Job Managing Director, Treasury & Trade Solutions at Citi
Industry Banking
Experience
Citi January 2013 - Present
Citi June 2007 - January 2013
Citigroup January 2005 - June 2007
Citigroup May 2001 - January 2003
Salomon Smith Barney July 1999 - May 2001
Skills
Banking, Investments, Cash Management, Investment Banking, Management, Payments, Financial Modeling, E-commerce, Strategy, Treasury, Finance, Financial Institutions, Liquidity Management, Portfolio Management, Trading, Capital Markets, Financial Services, FX Options, Fixed Income
Education
Brown University 1995 — 1999
Bachelor of Arts (B.A.), International Relations
Collegiate 1991 — 1995
Citi January 2013 - Present
Citi June 2007 - January 2013
Citigroup January 2005 - June 2007
Citigroup May 2001 - January 2003
Salomon Smith Barney July 1999 - May 2001
Skills
Banking, Investments, Cash Management, Investment Banking, Management, Payments, Financial Modeling, E-commerce, Strategy, Treasury, Finance, Financial Institutions, Liquidity Management, Portfolio Management, Trading, Capital Markets, Financial Services, FX Options, Fixed Income
Education
Brown University 1995 — 1999
Bachelor of Arts (B.A.), International Relations
Collegiate 1991 — 1995
Nigel Franklyn's Salomon Smith Barney Experience January 2000 - July 2001
Job Vice President, Financial Reporting
Industry Accounting
Experience
The Prudential Insurance Company of America December 2014 - Present
Standard Chartered Bank July 2014 - December 2014
Standard Chartered Bank August 2012 - July 2014
Morgan Stanley March 2010 - August 2012
KPMG August 2001 - March 2010
Salomon Smith Barney January 2000 - July 2001
Skills
Finance, Auditing, Management, Corporate Finance, Portfolio Management, Analysis, Financial Reporting, Risk Management, Accounting, Mutual Funds, Securities, Internal Controls, IFRS, Financial Analysis, GAAP, Budgets, Banking, Program Management, Sarbanes-Oxley Act, Internal Audit, Derivatives, Tax, Financial Statements, Project Management, Financial Accounting
Education
City University of New York-Hunter College 1994 — 1999
City University of New York-Hunter College 1994 — 1999
Master’s Degree, Accounting
The Prudential Insurance Company of America December 2014 - Present
Standard Chartered Bank July 2014 - December 2014
Standard Chartered Bank August 2012 - July 2014
Morgan Stanley March 2010 - August 2012
KPMG August 2001 - March 2010
Salomon Smith Barney January 2000 - July 2001
Skills
Finance, Auditing, Management, Corporate Finance, Portfolio Management, Analysis, Financial Reporting, Risk Management, Accounting, Mutual Funds, Securities, Internal Controls, IFRS, Financial Analysis, GAAP, Budgets, Banking, Program Management, Sarbanes-Oxley Act, Internal Audit, Derivatives, Tax, Financial Statements, Project Management, Financial Accounting
Education
City University of New York-Hunter College 1994 — 1999
City University of New York-Hunter College 1994 — 1999
Master’s Degree, Accounting
Nikki-Ann Trezza's Salomon Smith Barney Experience 1999 - August 2003
Job Director of Global Compliance
Industry Financial Services
Experience
TRG Management LP March 2014 - Present
CCMP Capital September 2006 - February 2014
J.P. Morgan Partners, LLC August 2003 - 2006
JPMorgan Partners 2003 - 2006
Salomon Smith Barney 1999 - August 2003
Citi 1999 - 2003
orrick herrington 1996 - 1999
Skills
Private Equity, Due Diligence, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Equities, Asset Management, Capital Markets, Investment Banking, Investments
Education
Dowling College 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University 1990 — 1995
Bachelor's degree, Psychology
Briarcliffe College
Associate's degree, Paralegal Studies
TRG Management LP March 2014 - Present
CCMP Capital September 2006 - February 2014
J.P. Morgan Partners, LLC August 2003 - 2006
JPMorgan Partners 2003 - 2006
Salomon Smith Barney 1999 - August 2003
Citi 1999 - 2003
orrick herrington 1996 - 1999
Skills
Private Equity, Due Diligence, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Equities, Asset Management, Capital Markets, Investment Banking, Investments
Education
Dowling College 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hofstra University 1990 — 1995
Bachelor's degree, Psychology
Briarcliffe College
Associate's degree, Paralegal Studies
Richard Wenzel's Salomon Smith Barney Experience 1998 - 2003
Job Managing Director at Molten Markets
Industry Banking
Experience
Molten Markets Inc June 2012 - Present
Beryl Consulting 2009 - 2012
Bay Head CI February 2010 - November 2010
SGCIB 2007 - 2009
Morgan Stanley 2006 - 2007
Citigroup 2003 - 2004
Salomon smith Barney 1998 - 2003
Bank of America 1996 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Equities, FX Options, Hedge Funds, Financial Markets, Trading Systems, Electronic Trading, Trading, Investment Banking, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
Molten Markets Inc June 2012 - Present
Beryl Consulting 2009 - 2012
Bay Head CI February 2010 - November 2010
SGCIB 2007 - 2009
Morgan Stanley 2006 - 2007
Citigroup 2003 - 2004
Salomon smith Barney 1998 - 2003
Bank of America 1996 - 1998
Skills
Derivatives, Fixed Income, Capital Markets, Equities, FX Options, Hedge Funds, Financial Markets, Trading Systems, Electronic Trading, Trading, Investment Banking, Portfolio Management
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA
James Crane's Salomon Smith Barney Experience May 1997 - April 1999
Job Employed at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
Sandy Claghorn's Salomon Smith Barney Experience June 2000 - June 2001
Job Credit Risk Professional
Industry Financial Services
Experience
U.S. Department of Energy May 2009 - December 2011
Imperium Partners November 2008 - April 2009
GE Capital March 2002 - September 2007
Salomon Smith Barney June 2000 - June 2001
Fitch Ratings, Inc June 1997 - June 2000
GE Capital August 1992 - June 1997
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Clemson University 1983 — 1987
BS, Economics
U.S. Department of Energy May 2009 - December 2011
Imperium Partners November 2008 - April 2009
GE Capital March 2002 - September 2007
Salomon Smith Barney June 2000 - June 2001
Fitch Ratings, Inc June 1997 - June 2000
GE Capital August 1992 - June 1997
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Clemson University 1983 — 1987
BS, Economics
Alan Beneroff's Salomon Smith Barney Experience 1988 - 1990
Job Senior Project Manager at Wyndham Hotel Group
Industry Financial Services
Experience
Wyndham Hotel Group February 2012 - Present
Wyndham Worldwide / RCI 2008 - Present
NETKEEPER Sportfishing 2005 - 2012
Wyndham Worldwide / RCI July 2008 - December 2011
RCI - Wyndham Worldwide 2008 - December 2011
Bear Stearns 1996 - 2008
Dresdner Kleinwort 1994 - 1996
Fusion Systems Group 1990 - 1994
Salomon Smith Barney 1988 - 1990
Education
City University of New York-Brooklyn College 1985 — 1988
BS, Computer Science
Wyndham Hotel Group February 2012 - Present
Wyndham Worldwide / RCI 2008 - Present
NETKEEPER Sportfishing 2005 - 2012
Wyndham Worldwide / RCI July 2008 - December 2011
RCI - Wyndham Worldwide 2008 - December 2011
Bear Stearns 1996 - 2008
Dresdner Kleinwort 1994 - 1996
Fusion Systems Group 1990 - 1994
Salomon Smith Barney 1988 - 1990
Education
City University of New York-Brooklyn College 1985 — 1988
BS, Computer Science
Jose Peruyero's Salomon Smith Barney Experience June 1997 - September 1998
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
Morgan Stanley PartnerFORS Capital PartnersApril 2003 - February 2007
Trust Company of the West February 2002 - April 2003
Merrill Lynch September 1998 - July 2001
Salomon Smith Barney June 1997 - September 1998
Salomon Smith Barney 1997 - 1998
Education
New York University 1995 — 1997
MBA, Businesss
New York University - Leonard N. Stern School of Business 1995 — 1997
Carnegie Mellon University 1988 — 1990
MS, Electrical Engineering
University of Delaware 1984 — 1988
BEE, Electrical Engineernig
Parsippany Hills High School 1980 — 1984
David LaBonte's Salomon Smith Barney Experience March 1998 - April 2005
Job Partner at Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors April 2005 - Present
Salomon Smith Barney March 1998 - April 2005
Wells Fargo September 1994 - March 1998
Education
California State Polytechnic University-Pomona 1987 — 1993
Kayne Anderson Capital Advisors April 2005 - Present
Salomon Smith Barney March 1998 - April 2005
Wells Fargo September 1994 - March 1998
Education
California State Polytechnic University-Pomona 1987 — 1993
Gerald Salam's Salomon Smith Barney Experience December 1995 - January 2000
Job Senior Software Architect / Developer
Industry Utilities
Experience
Con Edison June 2008 - Present
Refinance.com 2008 - 2008
memedia (Formely WhenU) 2007 - 2008
memedia (Formely WhenU) 2007 - 2008
Citigroup 2005 - 2007
Cybersettle Inc. February 2005 - April 2005
Aon Consulting February 2004 - January 2005
State Street Bank February 2000 - March 2002
Salomon Smith Barney December 1995 - January 2000
NYC Department of City Planning February 1990 - December 1995
Skills
Microsoft SQL Server, SQL, Project Management, Object Oriented Design, Web Interface Design, Web Development, Database Modeling, Database Design, Data Warehouse..., .NET, ASP.NET, C++, C#, VB.NET, Web Services, Agile Methodologies, Tableau, Software Development, ASP.NET MVC
Education
City University of New York City College
BE, Civil Engineering
Con Edison June 2008 - Present
Refinance.com 2008 - 2008
memedia (Formely WhenU) 2007 - 2008
memedia (Formely WhenU) 2007 - 2008
Citigroup 2005 - 2007
Cybersettle Inc. February 2005 - April 2005
Aon Consulting February 2004 - January 2005
State Street Bank February 2000 - March 2002
Salomon Smith Barney December 1995 - January 2000
NYC Department of City Planning February 1990 - December 1995
Skills
Microsoft SQL Server, SQL, Project Management, Object Oriented Design, Web Interface Design, Web Development, Database Modeling, Database Design, Data Warehouse..., .NET, ASP.NET, C++, C#, VB.NET, Web Services, Agile Methodologies, Tableau, Software Development, ASP.NET MVC
Education
City University of New York City College
BE, Civil Engineering
Jay Kim's Salomon Smith Barney Experience 1999 - 2001
Job
Industry Investment Banking
Experience
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Credit Suisse 2011 - Present
Barclays Capital 2001 - May 2011
Salomon Smith Barney 1999 - 2001
Barclays Capital 1997 - 1999
Brown Brothers Harriman 1996 - 1997
Education
Bucknell University
Nicole Huang's Salomon Smith Barney Experience June 1998 - August 1999
Job Director of Software Development at InQTel
Industry Information Technology and Services
Experience
In-Q-Tel October 2012 - Present
Caspio, Inc. October 2011 - October 2012
Savi Technology January 2011 - October 2011
Comsys November 2008 - September 2010
US Government December 2002 - October 2008
ePresence November 2000 - October 2001
Salomon Smith Barney June 1998 - August 1999
Natural Intelligence 1995 - 1998
Skills
Teamplay, Program Management, Software Project..., MS Project, Project Planning, Offshore Project..., Agile Project Management, Scheduling, hardware product..., Product Management, Hardware, Project Management, Leadership, Cross-functional Team..., Analysis, Process Scheduler, Management, Business Process, Strategic Planning, IT Strategy, Microsoft Project, Software Development, Integration, Enterprise Software, Databases
Education
The Johns Hopkins University 2004 — 2007
Masters, Engineering - Information Technology
Boston University - School of Management 1991 — 1995
BS, Business Adminstration
In-Q-Tel October 2012 - Present
Caspio, Inc. October 2011 - October 2012
Savi Technology January 2011 - October 2011
Comsys November 2008 - September 2010
US Government December 2002 - October 2008
ePresence November 2000 - October 2001
Salomon Smith Barney June 1998 - August 1999
Natural Intelligence 1995 - 1998
Skills
Teamplay, Program Management, Software Project..., MS Project, Project Planning, Offshore Project..., Agile Project Management, Scheduling, hardware product..., Product Management, Hardware, Project Management, Leadership, Cross-functional Team..., Analysis, Process Scheduler, Management, Business Process, Strategic Planning, IT Strategy, Microsoft Project, Software Development, Integration, Enterprise Software, Databases
Education
The Johns Hopkins University 2004 — 2007
Masters, Engineering - Information Technology
Boston University - School of Management 1991 — 1995
BS, Business Adminstration
John Raso's Salomon Smith Barney Experience November 1999 - January 2001
Job Senior Account Executive at InnerWorkings
Industry Marketing and Advertising
Experience
InnerWorkings September 2009 - Present
Citi January 2006 - March 2009
Citigroup January 2001 - January 2006
Salomon Smith Barney November 1999 - January 2001
Education
City University of New York-Brooklyn College 1982 — 1986
BS, Business Management and Finance
InnerWorkings September 2009 - Present
Citi January 2006 - March 2009
Citigroup January 2001 - January 2006
Salomon Smith Barney November 1999 - January 2001
Education
City University of New York-Brooklyn College 1982 — 1986
BS, Business Management and Finance
Valerie Cotsalas's Salomon Smith Barney Experience February 1998 - July 2001
Job Freelance Writer
Industry Writing and Editing
Experience
The New York Times January 2005 - August 2008
Chicago Tribune October 2003 - October 2004
The New York Times July 1999 - September 2003
Salomon Smith Barney February 1998 - July 2001
Times Herald-Record May 1996 - May 1997
Education
Columbia University - Graduate School of Journalism 1995 — 1996
M.S., Journalism
City University of New York City College 1983 — 1988
B.S., Electrical Engineering
The New York Times January 2005 - August 2008
Chicago Tribune October 2003 - October 2004
The New York Times July 1999 - September 2003
Salomon Smith Barney February 1998 - July 2001
Times Herald-Record May 1996 - May 1997
Education
Columbia University - Graduate School of Journalism 1995 — 1996
M.S., Journalism
City University of New York City College 1983 — 1988
B.S., Electrical Engineering
Jeffrey Cameron's Salomon Smith Barney Experience October 1997 - January 1999
Job Personal Fitness Trainer at Healthworks Fitness Centers for Women
Industry Health, Wellness and Fitness
Experience
Sway Fitness Studio September 2015 - Present
Healthworks Fitness Centers for Women January 2013 - Present
Boston Athletic Association 2005 - Present
Mambo Health Gaming June 2010 - September 2012
EventLoud, LLC April 2011 - April 2012
Capstone Partners April 2009 - August 2010
Legacy Partners Group March 2004 - February 2007
Opnetics Corporation June 2000 - December 2001
First Union Securities April 1999 - March 2000
Salomon Smith Barney October 1997 - January 1999
Skills
Strategic Planning, Business Development, Project Management, Transaction Management, Mergers, Valuation, Healthcare, Investment Banking, Venture Capital, Corporate Development, Business Strategy, Start-ups, Personal Fitness..., Entrepreneurship, Fitness Training, Leadership, Marketing, Mergers, Personal Training, Strategy, Team Building, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance/Marketing
Colgate University 1978 — 1982
BA, Economics
St.Mark's School 1973 — 1978
American Academy of Personal Training
Diploma, Personal Training
Sway Fitness Studio September 2015 - Present
Healthworks Fitness Centers for Women January 2013 - Present
Boston Athletic Association 2005 - Present
Mambo Health Gaming June 2010 - September 2012
EventLoud, LLC April 2011 - April 2012
Capstone Partners April 2009 - August 2010
Legacy Partners Group March 2004 - February 2007
Opnetics Corporation June 2000 - December 2001
First Union Securities April 1999 - March 2000
Salomon Smith Barney October 1997 - January 1999
Skills
Strategic Planning, Business Development, Project Management, Transaction Management, Mergers, Valuation, Healthcare, Investment Banking, Venture Capital, Corporate Development, Business Strategy, Start-ups, Personal Fitness..., Entrepreneurship, Fitness Training, Leadership, Marketing, Mergers, Personal Training, Strategy, Team Building, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance/Marketing
Colgate University 1978 — 1982
BA, Economics
St.Mark's School 1973 — 1978
American Academy of Personal Training
Diploma, Personal Training
Rick Mudrinich's Salomon Smith Barney Experience February 1998 - June 1998
Job Principal at Mudrinich Ventures
Industry Investment Management
Experience
Mudrinich Ventures May 2003 - Present
IBM Global Services September 2006 - June 2007
Wachovia Securities, LLC June 2005 - April 2006
Foresight Science & Technology December 2004 - September 2005
Morgan Stanley March 2002 - March 2003
Citi Group January 2001 - November 2001
Cambridge Technology Partners April 2000 - November 2000
Prudential Securities June 1998 - April 2000
Salomon Smith Barney February 1998 - June 1998
Bear Stearns August 1993 - December 1997
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Marketing and Finance
Penn State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Mudrinich Ventures May 2003 - Present
IBM Global Services September 2006 - June 2007
Wachovia Securities, LLC June 2005 - April 2006
Foresight Science & Technology December 2004 - September 2005
Morgan Stanley March 2002 - March 2003
Citi Group January 2001 - November 2001
Cambridge Technology Partners April 2000 - November 2000
Prudential Securities June 1998 - April 2000
Salomon Smith Barney February 1998 - June 1998
Bear Stearns August 1993 - December 1997
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Marketing and Finance
Penn State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Carmen Loo's Salomon Smith Barney Experience December 1997 - December 1998
Job Lead Director at AXA Equitable
Industry Financial Services
Experience
AXA Equitable September 2014 - Present
AXA Equitable November 2010 - September 2014
American Express May 2009 - November 2010
Citi May 2004 - May 2009
citibank 1994 - 2009
Citigroup January 2001 - May 2004
Citigroup January 1999 - December 2000
Salomon Smith Barney December 1997 - December 1998
Smith Barney November 1994 - December 1997
The Dreyfs Corporation January 1988 - August 1994
Skills
Banking, Financial Reporting, Capital Markets, Risk Management, Sarbanes-Oxley Act, Investments, Auditing, Internal Audit, Internal Controls, AML, Corporate Governance, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Risk, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Series 7, Governance, Corporate Finance, Asset Management, Securities, Accounting, Cash Management
Education
City University of New York-Hunter College 1983 — 1987
BS, accounting
AXA Equitable September 2014 - Present
AXA Equitable November 2010 - September 2014
American Express May 2009 - November 2010
Citi May 2004 - May 2009
citibank 1994 - 2009
Citigroup January 2001 - May 2004
Citigroup January 1999 - December 2000
Salomon Smith Barney December 1997 - December 1998
Smith Barney November 1994 - December 1997
The Dreyfs Corporation January 1988 - August 1994
Skills
Banking, Financial Reporting, Capital Markets, Risk Management, Sarbanes-Oxley Act, Investments, Auditing, Internal Audit, Internal Controls, AML, Corporate Governance, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Risk, Portfolio Management, Mutual Funds, Financial Analysis, Financial Services, Series 7, Governance, Corporate Finance, Asset Management, Securities, Accounting, Cash Management
Education
City University of New York-Hunter College 1983 — 1987
BS, accounting
Galen Carr's Salomon Smith Barney Experience July 1998 - September 1999
Job Director, Player Personnel at Los Angeles Dodgers
Industry Sports
Experience
Los Angeles Dodgers November 2014 - Present
Boston Red Sox November 2011 - November 2014
Boston Red Sox September 1999 - October 2011
Salomon Smith Barney July 1998 - September 1999
Northfield Mount Hermon School August 1997 - June 1998
Vermont Expos May 1996 - September 1996
Skills
Spanish, Teaching, Sales, Investments, Event Planning, Public Speaking, Social Media, Event Management, Public Relations, Social Networking, Marketing, Mergers & Acquisitions, PowerPoint, Social Media Marketing, Coaching, Microsoft Office
Education
Colby College 1994 — 1997
BA, American Studies
Northfield Mount Hermon School 1989 — 1993
Los Angeles Dodgers November 2014 - Present
Boston Red Sox November 2011 - November 2014
Boston Red Sox September 1999 - October 2011
Salomon Smith Barney July 1998 - September 1999
Northfield Mount Hermon School August 1997 - June 1998
Vermont Expos May 1996 - September 1996
Skills
Spanish, Teaching, Sales, Investments, Event Planning, Public Speaking, Social Media, Event Management, Public Relations, Social Networking, Marketing, Mergers & Acquisitions, PowerPoint, Social Media Marketing, Coaching, Microsoft Office
Education
Colby College 1994 — 1997
BA, American Studies
Northfield Mount Hermon School 1989 — 1993
Michele DeBartolo's Salomon Smith Barney Experience January 1997 - June 1997
Job Corporate Recruiter at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
ADP April 2015 - September 2015
Cap Gemini/Ernst and Young July 1997 - August 2001
Salomon Smith Barney January 1997 - June 1997
Seer Technologies, Inc. January 1995 - January 1997
Morgan Stanley January 1994 - January 1995
Prudential Bache Securities January 1988 - January 1994
Skills
Temporary Placement, Interviews, Onboarding, Sourcing, Human Resources, Customer Service, Screening Resumes, Management, Strategic Planning, Hiring, Consulting, Leadership, Recruiting, CRM, Employee Benefits, Applicant Tracking..., Technical Recruiting
Education
Brooklyn College
Bachelor of Science, Psychology
City University of New York-Brooklyn College
Bachelor's Degree, Psychology
City University of New York-Brooklyn College
Bank of America September 2015 - Present
ADP April 2015 - September 2015
Cap Gemini/Ernst and Young July 1997 - August 2001
Salomon Smith Barney January 1997 - June 1997
Seer Technologies, Inc. January 1995 - January 1997
Morgan Stanley January 1994 - January 1995
Prudential Bache Securities January 1988 - January 1994
Skills
Temporary Placement, Interviews, Onboarding, Sourcing, Human Resources, Customer Service, Screening Resumes, Management, Strategic Planning, Hiring, Consulting, Leadership, Recruiting, CRM, Employee Benefits, Applicant Tracking..., Technical Recruiting
Education
Brooklyn College
Bachelor of Science, Psychology
City University of New York-Brooklyn College
Bachelor's Degree, Psychology
City University of New York-Brooklyn College
Robin Nazarzadeh's Salomon Smith Barney Experience April 2000 - December 2003
Job Senior Analyst at Columbus Circle Investors
Industry Investment Management
Experience
Columbus Circle Investors May 2013 - Present
George Weiss Associates May 2007 - September 2012
Citi Investment Research / Salomon Smith Barney January 2004 - April 2007
Salomon Smith Barney April 2000 - December 2003
WorldStreet July 1998 - March 2000
Skills
Equity Research, Valuation, Financial Analysis, Hedge Funds, Fundamental Analysis, TMT, Global Investment..., Investment Management, Equities, Emerging Markets, Bloomberg, Capital Markets, Investment Banking
Education
Brandeis University 1996 — 1998
Master of Arts (M.A.), International Economics and Finance
California State University-Northridge 1990 — 1994
Bachelor of Science (BS), Business Administration, Finance
Columbus Circle Investors May 2013 - Present
George Weiss Associates May 2007 - September 2012
Citi Investment Research / Salomon Smith Barney January 2004 - April 2007
Salomon Smith Barney April 2000 - December 2003
WorldStreet July 1998 - March 2000
Skills
Equity Research, Valuation, Financial Analysis, Hedge Funds, Fundamental Analysis, TMT, Global Investment..., Investment Management, Equities, Emerging Markets, Bloomberg, Capital Markets, Investment Banking
Education
Brandeis University 1996 — 1998
Master of Arts (M.A.), International Economics and Finance
California State University-Northridge 1990 — 1994
Bachelor of Science (BS), Business Administration, Finance
Poming Leong's Salomon Smith Barney Experience 1997 - 2000
Job Trading Software Development
Industry Computer Software
Experience
OpenLink Financial 2009 - Present
Merrill Lynch 2000 - 2009
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Software Development, C#, Oracle, Business Analysis, Databases, C, Enterprise Architecture, Enterprise Software, Integration, Java, JavaScript, Linux, Requirements Analysis, SDLC, SQL, Software Project..., Sybase, XML
Education
City University of New York 1988 — 1991
MA, Computer Science
OpenLink Financial 2009 - Present
Merrill Lynch 2000 - 2009
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Software Development, C#, Oracle, Business Analysis, Databases, C, Enterprise Architecture, Enterprise Software, Integration, Java, JavaScript, Linux, Requirements Analysis, SDLC, SQL, Software Project..., Sybase, XML
Education
City University of New York 1988 — 1991
MA, Computer Science
Edmund Reese's Salomon Smith Barney Experience 1997 - 2005
Job VP, Chief Financial Officer, US Consumer Card Products, American Express
Industry Financial Services
Experience
American Express Director - Chief Financial Officer Private Banking, US Wealth ManagementMerrill LynchJanuary 2005 - January 2009
Smith Barney January 1997 - January 2005
Salomon Smith Barney 1997 - 2005
Skills
Wealth Management, Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Private Banking, Finance, Financial Risk, Asset Management, Financial Services, Portfolio Management, Valuation, Capital Markets, Strategy, Financial Planning, Management, Business Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
Clemson University 1992 — 1996
BS, Accounting
American Express Director - Chief Financial Officer Private Banking, US Wealth ManagementMerrill LynchJanuary 2005 - January 2009
Smith Barney January 1997 - January 2005
Salomon Smith Barney 1997 - 2005
Skills
Wealth Management, Asset Managment, Strategic Financial..., Financial Modeling, Financial Analysis, Private Banking, Finance, Financial Risk, Asset Management, Financial Services, Portfolio Management, Valuation, Capital Markets, Strategy, Financial Planning, Management, Business Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
Clemson University 1992 — 1996
BS, Accounting
Margaret Rothenberg's Salomon Smith Barney Experience September 1998 - May 2001
Job Former Elementary Education Teacher in Transition
Industry Design
Experience
Teacher In Transition August 2015 - Present
Arnold Equipment Company June 2014 - August 2015
Sensational Cakes and More April 2015 - July 2015
Shaker Heights City School District August 2009 - August 2014
Fuchs Mizrachi Elementary School September 2006 - August 2009
The Ratner School June 2006 - August 2006
Beachwood City Schools 2001 - 2006
Salomon Smith Barney September 1998 - May 2001
Education
Cleveland State University 2001 — 2005
M.Ed. Curriculum and Instruction, Early Childhood Education
Marietta College 1990 — 1994
BS Education, Early Childhood Education
Aurora High School 1986 — 1990
Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Teacher In Transition August 2015 - Present
Arnold Equipment Company June 2014 - August 2015
Sensational Cakes and More April 2015 - July 2015
Shaker Heights City School District August 2009 - August 2014
Fuchs Mizrachi Elementary School September 2006 - August 2009
The Ratner School June 2006 - August 2006
Beachwood City Schools 2001 - 2006
Salomon Smith Barney September 1998 - May 2001
Education
Cleveland State University 2001 — 2005
M.Ed. Curriculum and Instruction, Early Childhood Education
Marietta College 1990 — 1994
BS Education, Early Childhood Education
Aurora High School 1986 — 1990
Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Trudy Farrar Casper's Salomon Smith Barney Experience 1999 - 2001
Job Attorney
Industry Law Practice
Experience
. 2007 - Present
Ohio Secretary of State 2007 - 2007
Ohio Secretary of State July 2000 - December 2006
Salomon Smith Barney 1999 - 2001
Glicks 1997 - 1999
Skills
Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Trials, Courts, Administrative Law, Litigation Support, Trial Practice, Criminal Law, Legal Compliance
Education
Capital University Law School 1999 — 2002
JD, Law
Ohio University 1989 — 1991
BAIS, International Studies/Middle East and North Africa
Lake Erie College 1987 — 1989
BA, International Relations
. 2007 - Present
Ohio Secretary of State 2007 - 2007
Ohio Secretary of State July 2000 - December 2006
Salomon Smith Barney 1999 - 2001
Glicks 1997 - 1999
Skills
Mergers & Acquisitions, Legal Research, Legal Writing, Litigation, Civil Litigation, Westlaw, Trials, Courts, Administrative Law, Litigation Support, Trial Practice, Criminal Law, Legal Compliance
Education
Capital University Law School 1999 — 2002
JD, Law
Ohio University 1989 — 1991
BAIS, International Studies/Middle East and North Africa
Lake Erie College 1987 — 1989
BA, International Relations
Eva Flaster's Salomon Smith Barney Experience January 1998 - January 2002
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
Justin Miranda's Salomon Smith Barney Experience November 2000 - March 2003
Job Senior Business Development Manager at Construction Journal
Industry Market Research
Experience
Construction Journal March 2003 - Present
Salomon Smith Barney November 2000 - March 2003
Prudential Securities March 1998 - November 2000
Eastern Aire, Inc. 1992 - 1996
Education
Broward College 1992 — 1995
none, Finance, Economics, and various courses of interest
Coral Springs High School
Construction Journal March 2003 - Present
Salomon Smith Barney November 2000 - March 2003
Prudential Securities March 1998 - November 2000
Eastern Aire, Inc. 1992 - 1996
Education
Broward College 1992 — 1995
none, Finance, Economics, and various courses of interest
Coral Springs High School
CRAIG EAVES's Salomon Smith Barney Experience January 2000 - January 2002
Job Client Service Officer
Industry Financial Services
Experience
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
MORGAN STANLEY SMITH BARNEY August 2006 - July 2009
CITIGROUP SMITH BARNEY 2002 - 2006
SALOMON SMITH BARNEY January 2000 - January 2002
GORDAN ALMAN LAW FIRM January 1999 - January 2000
USPS January 1994 - January 1999
Education
Roanoke College 1991 — 1994
Computer Science
City University of New York City College
New York University
Certificate, Windows Systems and Network Administration
Rockingham College, Wentworth, North Carolina
Certificate, Business Management
Fay Simonovsky's Salomon Smith Barney Experience May 1999 - February 2001
Job Business Analyst at Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Pershing, a BNY Mellon company May 2015 - Present
JPMorgan Chase July 2012 - January 2015
Bank of America Merrill lynch October 2009 - December 2011
UPS June 2007 - April 2009
Citigroup August 2005 - May 2007
JP Morgan Chase March 2001 - January 2005
Salomon Smith Barney May 1999 - February 2001
Fidelity Investments February 1998 - February 1999
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration
Education
Chiron Training Center 2009 — 2009
Certificate, Comprehensive Business Analysis
City University of New York-Brooklyn College 1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program
Kiev University of Economics 1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming
Scott Humber's Salomon Smith Barney Experience 1996 - 1998
Job Managing Director at Landmark Partners
Industry Venture Capital & Private Equity
Experience
Landmark Partners 2003 - Present
Boston Capital Private Equity Partners 2001 - 2002
Triumph Capital Group 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Private Equity, LBO, Venture Capital, Alternative Investments, Asset Management
Education
Brown University 1992 — 1996
Bachelor's degree, Double Major in International Relations and Business, Entrepreneurship and Organizations
Landmark Partners 2003 - Present
Boston Capital Private Equity Partners 2001 - 2002
Triumph Capital Group 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Private Equity, LBO, Venture Capital, Alternative Investments, Asset Management
Education
Brown University 1992 — 1996
Bachelor's degree, Double Major in International Relations and Business, Entrepreneurship and Organizations
Latasha Nias's Salomon Smith Barney Experience 2000 - 2002
Job Executive Administrative Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Kramer Levin Naftalis & Frankel LLP 2003 - 2006
Investec Inc. 2002 - 2003
Salomon Smith Barney 2000 - 2002
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, PowerPoint, Access, PeopleSoft, Spreadsheets, Visio, Office Management, Microsoft Office, Microsoft Word
Education
Long Island University, Brooklyn Campus 1999 — 2001
Bachelor of Science (BSc), Political Science and Government, Cum Laude
Central Texas College 1996 — 1998
Associate of Science (A.S.), General Studies
Morgan Stanley February 2006 - Present
Kramer Levin Naftalis & Frankel LLP 2003 - 2006
Investec Inc. 2002 - 2003
Salomon Smith Barney 2000 - 2002
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, PowerPoint, Access, PeopleSoft, Spreadsheets, Visio, Office Management, Microsoft Office, Microsoft Word
Education
Long Island University, Brooklyn Campus 1999 — 2001
Bachelor of Science (BSc), Political Science and Government, Cum Laude
Central Texas College 1996 — 1998
Associate of Science (A.S.), General Studies
Valerie Mayer's Salomon Smith Barney Experience 1997 - 2003
Job Owner
Industry Consumer Services
Experience
Inked, ink. April 2011 - Present
PMAC Lending Services February 2003 - April 2011
Salomon Smith Barney 1997 - 2003
Skills
Stampin' Up
Education
California State University-Los Angeles 1985 — 1987
Theater Arts
Inked, ink. April 2011 - Present
PMAC Lending Services February 2003 - April 2011
Salomon Smith Barney 1997 - 2003
Skills
Stampin' Up
Education
California State University-Los Angeles 1985 — 1987
Theater Arts
Albert Senhouse's Salomon Smith Barney Experience 1999 - 2004
Job Officer at International Fund Services NA, A State Street Company
Industry Accounting
Experience
International Fund Services NA, A State Street Company April 2004 - Present
Salomon Smith Barney 1999 - 2004
Skills
Financial Analysis, Valuation, Equities, Bloomberg, Investments, Fixed Income, Asset Management, Banking, Mutual Funds, Hedge Funds, Finance, Analysis, Microsoft Excel, Financial Reporting
Education
Hunter College
Bachelor of Science (BS), Accounting
International Fund Services NA, A State Street Company April 2004 - Present
Salomon Smith Barney 1999 - 2004
Skills
Financial Analysis, Valuation, Equities, Bloomberg, Investments, Fixed Income, Asset Management, Banking, Mutual Funds, Hedge Funds, Finance, Analysis, Microsoft Excel, Financial Reporting
Education
Hunter College
Bachelor of Science (BS), Accounting
Jessica Shirey's Salomon Smith Barney Experience January 2007 - May 2007
Job Advertising Coordinator
Industry Marketing and Advertising
Experience
Anthem, Inc. January 2015 - Present
Snow Companies April 2012 - July 2014
Ferguson Enterprises January 2011 - April 2012
Nestle USA May 2007 - October 2010
Salomon Smith Barney January 2007 - May 2007
Skills
Sales, Process Improvement, Sales Operations, Leadership, Management, Budgets, Marketing, Selling, Training, Competitive Analysis, Pricing, Marketing Communications, Purchasing, New Business Development, Account Management, Microsoft Excel, Marketing Strategy, Analysis, Access, Cold Calling, Pharmaceutical Industry, Project Management, Patient Advocacy, Superior Client Service, Salesforce.com, Negotiation, Strategy, Client Services, Inventory Management, Strategic Planning
Education
California University of Pennsylvania 2008 — 2010
Masters, Masters of Business Adminstration, 3.4
Penn State University 2003 — 2007
Bachelors, Marketing, 3.0
Anthem, Inc. January 2015 - Present
Snow Companies April 2012 - July 2014
Ferguson Enterprises January 2011 - April 2012
Nestle USA May 2007 - October 2010
Salomon Smith Barney January 2007 - May 2007
Skills
Sales, Process Improvement, Sales Operations, Leadership, Management, Budgets, Marketing, Selling, Training, Competitive Analysis, Pricing, Marketing Communications, Purchasing, New Business Development, Account Management, Microsoft Excel, Marketing Strategy, Analysis, Access, Cold Calling, Pharmaceutical Industry, Project Management, Patient Advocacy, Superior Client Service, Salesforce.com, Negotiation, Strategy, Client Services, Inventory Management, Strategic Planning
Education
California University of Pennsylvania 2008 — 2010
Masters, Masters of Business Adminstration, 3.4
Penn State University 2003 — 2007
Bachelors, Marketing, 3.0
Sean Vandenberge's Salomon Smith Barney Experience May 2000 - May 2001
Job Operations Analyst at Automobile Club of Southern California
Industry Food Production
Experience
Automobile Club of Southern California May 2011 - Present
Federal Express December 2006 - May 2011
Nestle / Dreyer's Grand Ice Cream July 2003 - January 2010
Bristol Farms Corporate January 2001 - July 2003
Salomon Smith Barney May 2000 - May 2001
Skills
Accounts Receivable, Account Reconciliation, Accounts Payable, Financial Analysis, Accounting, Inventory Management, Sales, Analysis, Food
Education
California State University-Dominguez Hills 2000 — 2010
Bachelor of Science, Business Administration with a Finance Concentration
Automobile Club of Southern California May 2011 - Present
Federal Express December 2006 - May 2011
Nestle / Dreyer's Grand Ice Cream July 2003 - January 2010
Bristol Farms Corporate January 2001 - July 2003
Salomon Smith Barney May 2000 - May 2001
Skills
Accounts Receivable, Account Reconciliation, Accounts Payable, Financial Analysis, Accounting, Inventory Management, Sales, Analysis, Food
Education
California State University-Dominguez Hills 2000 — 2010
Bachelor of Science, Business Administration with a Finance Concentration
Emil Georgiev's Salomon Smith Barney Experience January 2000 - January 2001
Job Audit Director Risk & Finance at American Express
Industry Banking
Experience
American Express June 2014 - Present
JPMorgan Chase & Co. April 2014 - June 2014
Banco Santander December 2004 - April 2014
The Compass Group Inc February 2001 - November 2004
Salomon Smith Barney January 2000 - January 2001
Skills
Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Investments, Auditing, Microsoft Excel
Education
Brandeis International Business School 1999 — 2002
MSIEF, International Economics and Finance
ESADE 2000 — 2000
Master's degree, Business Management and Business Administration; Planned Participation
Clark University 1994 — 1998
Bachelor's degree, Business Management and Economics
Second English School 1989 — 1994
High school degree, English Language and Literature, General
American Express June 2014 - Present
JPMorgan Chase & Co. April 2014 - June 2014
Banco Santander December 2004 - April 2014
The Compass Group Inc February 2001 - November 2004
Salomon Smith Barney January 2000 - January 2001
Skills
Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Investments, Auditing, Microsoft Excel
Education
Brandeis International Business School 1999 — 2002
MSIEF, International Economics and Finance
ESADE 2000 — 2000
Master's degree, Business Management and Business Administration; Planned Participation
Clark University 1994 — 1998
Bachelor's degree, Business Management and Economics
Second English School 1989 — 1994
High school degree, English Language and Literature, General
Tricia Jonas's Salomon Smith Barney Experience August 1998 - September 1999
Job Real Estate Agent at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker September 2014 - Present
ZipRealty November 2012 - September 2014
Lesley University 2006 - 2007
ZipRealty June 2002 - August 2006
Prudential Unlimted Realty October 2001 - June 2002
Morgan Stanley March 2000 - October 2001
Prudential Securities October 1999 - March 2000
Salomon Smith Barney August 1998 - September 1999
Skills
Customer Service, Marketing Strategy, Real Estate, Social Media, Sales Management, Marketing, Social Networking, Advertising, Social Media Marketing, Management, Salesforce.com, Public Relations, Event Management, Public Speaking, Sales, Strategic Planning, Real Estate Transactions
Education
Boston University 1994 — 1998
BA, International Relations
Boston University 1994 — 1998
Bachelor's degree
Coldwell Banker September 2014 - Present
ZipRealty November 2012 - September 2014
Lesley University 2006 - 2007
ZipRealty June 2002 - August 2006
Prudential Unlimted Realty October 2001 - June 2002
Morgan Stanley March 2000 - October 2001
Prudential Securities October 1999 - March 2000
Salomon Smith Barney August 1998 - September 1999
Skills
Customer Service, Marketing Strategy, Real Estate, Social Media, Sales Management, Marketing, Social Networking, Advertising, Social Media Marketing, Management, Salesforce.com, Public Relations, Event Management, Public Speaking, Sales, Strategic Planning, Real Estate Transactions
Education
Boston University 1994 — 1998
BA, International Relations
Boston University 1994 — 1998
Bachelor's degree
Leslie Eyraud's Salomon Smith Barney Experience January 2003 - August 2007
Job certified nursing assistant at Evergreen Healthcare
Industry Hospital & Health Care
Experience
Evergreen Healthcare March 2010 - Present
Morgan Stanley August 2007 - July 2009
SALOMON SMITH BARNEY January 2003 - August 2007
Morgan Stanley October 2000 - November 2002
SALOMON SMITH BARNEY September 1997 - June 2000
Education
California State University-Bakersfield 1980 — 1991
BS, FINANCE
California State University-Bakersfield
Bachelor of Science, Finance
University of California, Riverside
Bachelor of Arts Degree: U.S, History
Evergreen Healthcare March 2010 - Present
Morgan Stanley August 2007 - July 2009
SALOMON SMITH BARNEY January 2003 - August 2007
Morgan Stanley October 2000 - November 2002
SALOMON SMITH BARNEY September 1997 - June 2000
Education
California State University-Bakersfield 1980 — 1991
BS, FINANCE
California State University-Bakersfield
Bachelor of Science, Finance
University of California, Riverside
Bachelor of Arts Degree: U.S, History
Nellie Pattavina's Salomon Smith Barney Experience July 2000 - December 2004
Job Associate Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2006 - Present
HSBC January 2005 - June 2006
Salomon Smith Barney July 2000 - December 2004
Education
Boston University 1996 — 2000
BA, International Relations
UBS Financial Services Inc. July 2006 - Present
HSBC January 2005 - June 2006
Salomon Smith Barney July 2000 - December 2004
Education
Boston University 1996 — 2000
BA, International Relations
Bill Glenn's Salomon Smith Barney Experience 2000 - 2002
Job US Rates Trader / Strategist / Trading System Architect
Industry Banking
Experience
TD Securities September 2009 - June 2013
Citi 2006 - 2009
Citi 2002 - 2006
Salomon Smith Barney 2000 - 2002
Salomon Brothers 1997 - 1998
Skills
Finance, Capital Markets, Trading, Due Diligence, Derivatives, Trading Systems, Banking, Fixed Income, Swaps, Financial Analysis, Equities, Series 7, Investment Management, Investment Banking, Equity Derivatives, Bloomberg, Market Data
Education
Bucknell University 1992 — 1997
BS Electrical Engineering / BA Economics and Finance
TD Securities September 2009 - June 2013
Citi 2006 - 2009
Citi 2002 - 2006
Salomon Smith Barney 2000 - 2002
Salomon Brothers 1997 - 1998
Skills
Finance, Capital Markets, Trading, Due Diligence, Derivatives, Trading Systems, Banking, Fixed Income, Swaps, Financial Analysis, Equities, Series 7, Investment Management, Investment Banking, Equity Derivatives, Bloomberg, Market Data
Education
Bucknell University 1992 — 1997
BS Electrical Engineering / BA Economics and Finance
Janett Canela-Flores's Salomon Smith Barney Experience July 1999 - September 2005
Job Student at Lehman College Pursuing Master's Degree in Speech Pathology
Industry Investment Management
Experience
PIMCO Investments LLC January 2011 - February 2014
Allianz Global Investors July 2009 - December 2010
Merrill Lynch September 2005 - November 2007
Salomon Smith Barney July 1999 - September 2005
Skills
Investments, CRM, Financial Advisory, Wealth Management, Asset Management, Financial Services, Portfolio Management, Sales Operations, Retirement, Financial Analysis, Marketing, Maintaining..., Leading Business..., Implementing Marketing...
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master's Degree
State University of New York at Stony Brook 1992 — 1996
BA
PIMCO Investments LLC January 2011 - February 2014
Allianz Global Investors July 2009 - December 2010
Merrill Lynch September 2005 - November 2007
Salomon Smith Barney July 1999 - September 2005
Skills
Investments, CRM, Financial Advisory, Wealth Management, Asset Management, Financial Services, Portfolio Management, Sales Operations, Retirement, Financial Analysis, Marketing, Maintaining..., Leading Business..., Implementing Marketing...
Education
City University of New York-Herbert H. Lehman College 2014 — 2017
Master's Degree
State University of New York at Stony Brook 1992 — 1996
BA
Suzanne Plansky's Salomon Smith Barney Experience July 1999 - March 2002
Job
Industry Financial Services
Experience
Retirement Educators April 2009 - Present
Green Energy 2003 - 2009
Citi June 2006 - May 2007
Citi May 2004 - June 2006
Citi March 2002 - May 2004
Salomon Smith Barney July 1999 - March 2002
Interacciones Global December 1996 - July 1999
Serfin Securities October 1995 - December 1997
Education
NYU Heyman Center for Philanthropy and Fundraising 2008 — 2008
Certificate, Fundraising
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking and Finance
Colby College 1982 — 1987
Bachelor of Arts, Economics, Government
Retirement Educators April 2009 - Present
Green Energy 2003 - 2009
Citi June 2006 - May 2007
Citi May 2004 - June 2006
Citi March 2002 - May 2004
Salomon Smith Barney July 1999 - March 2002
Interacciones Global December 1996 - July 1999
Serfin Securities October 1995 - December 1997
Education
NYU Heyman Center for Philanthropy and Fundraising 2008 — 2008
Certificate, Fundraising
Columbia University - School of International and Public Affairs 1990 — 1992
Master of International Affairs, International Banking and Finance
Colby College 1982 — 1987
Bachelor of Arts, Economics, Government
Debra Meltzer's Salomon Smith Barney Experience March 2002 - November 2002
Job Designer Children's
Industry Design
Experience
Payless ShoeSource June 2007 - Present
WILEY & SONS, INC April 2003 - May 2007
Salomon Smith Barney March 2002 - November 2002
Post Factory January 2000 - January 2001
MAGAZINE/CONDÉ NAST PUBLICATIONS January 1999 - January 2000
MOMENTUM PARTNERS, INC January 1996 - January 1999
Skills
Textile Design, Graphic Design, Pattern Design, Illustrator, Photoshop
Education
Colgate University
BS, Art, English
Fashion Institute of Technology
BFA, Accessories Design
Payless ShoeSource June 2007 - Present
WILEY & SONS, INC April 2003 - May 2007
Salomon Smith Barney March 2002 - November 2002
Post Factory January 2000 - January 2001
MAGAZINE/CONDÉ NAST PUBLICATIONS January 1999 - January 2000
MOMENTUM PARTNERS, INC January 1996 - January 1999
Skills
Textile Design, Graphic Design, Pattern Design, Illustrator, Photoshop
Education
Colgate University
BS, Art, English
Fashion Institute of Technology
BFA, Accessories Design
Sara Liang's Salomon Smith Barney Experience September 2002 - March 2004
Job Tax Accountant at Grassi & Co.
Industry Accounting
Experience
David C. Sobel, CPA, P.C. February 2015 - Present
Legal Interpreting Services March 2005 - Present
Grassi & Co. May 2013 - February 2015
David C. Sobel, CPA, P.C. January 2012 - May 2013
Business Integrity Commission May 2011 - December 2011
PS Business Management September 2010 - December 2010
New York City Unified Courts December 2004 - June 2006
Dr. James Jian Cui's Dermatology February 2005 - October 2005
Salomon Smith Barney September 2002 - March 2004
Skills
Microsoft Excel, Financial Reporting, Tax, Fixed Assets, Accounting, General Ledger, Financial Accounting, Cost Accounting, Variance Analysis, Account Reconciliation, Auditing, Financial Audits, Consolidation, Microsoft Office, Microsoft Word, QuickBooks, Access, Internet Explorer
Education
City University of New York-Hunter College 2008 — 2011
Bachelor of Science, Accounting
David C. Sobel, CPA, P.C. February 2015 - Present
Legal Interpreting Services March 2005 - Present
Grassi & Co. May 2013 - February 2015
David C. Sobel, CPA, P.C. January 2012 - May 2013
Business Integrity Commission May 2011 - December 2011
PS Business Management September 2010 - December 2010
New York City Unified Courts December 2004 - June 2006
Dr. James Jian Cui's Dermatology February 2005 - October 2005
Salomon Smith Barney September 2002 - March 2004
Skills
Microsoft Excel, Financial Reporting, Tax, Fixed Assets, Accounting, General Ledger, Financial Accounting, Cost Accounting, Variance Analysis, Account Reconciliation, Auditing, Financial Audits, Consolidation, Microsoft Office, Microsoft Word, QuickBooks, Access, Internet Explorer
Education
City University of New York-Hunter College 2008 — 2011
Bachelor of Science, Accounting
Julia Van de Walle's Salomon Smith Barney Experience June 2004 - August 2004
Job Associate at Gunderson Dettmer
Industry Law Practice
Experience
Gunderson Dettmer March 2014 - Present
Simpson Thacher & Bartlett LLP September 2011 - February 2014
Morgan Stanley Investment Management September 2012 - March 2013
U.S. Securities & Exchange Commission May 2010 - July 2010
East Bay Community Law Center May 2009 - July 2009
Sanford, Wittels & Heisler LLP May 2007 - August 2007
Salomon Smith Barney June 2004 - August 2004
Skills
Legal Writing, Courts, Corporate Law, Criminal Law, Legal Research, Public Policy, Securities Regulation, Class Actions, Legal Assistance, Corporate Governance, Research, Employment Law, Editing, Mergers, Event Planning, Intellectual Property, Mergers & Acquisitions
Education
University of California, Berkeley - School of Law 2008 — 2011
Doctor of Law (J.D.)
Brown University 2005 — 2008
B.A., Cognitive & Linguistic Sciences
Phillips Exeter Academy 2000 — 2004
Gunderson Dettmer March 2014 - Present
Simpson Thacher & Bartlett LLP September 2011 - February 2014
Morgan Stanley Investment Management September 2012 - March 2013
U.S. Securities & Exchange Commission May 2010 - July 2010
East Bay Community Law Center May 2009 - July 2009
Sanford, Wittels & Heisler LLP May 2007 - August 2007
Salomon Smith Barney June 2004 - August 2004
Skills
Legal Writing, Courts, Corporate Law, Criminal Law, Legal Research, Public Policy, Securities Regulation, Class Actions, Legal Assistance, Corporate Governance, Research, Employment Law, Editing, Mergers, Event Planning, Intellectual Property, Mergers & Acquisitions
Education
University of California, Berkeley - School of Law 2008 — 2011
Doctor of Law (J.D.)
Brown University 2005 — 2008
B.A., Cognitive & Linguistic Sciences
Phillips Exeter Academy 2000 — 2004
Wigerto Villajoaquin Jr's Salomon Smith Barney Experience January 1999 - May 2000
Job Network Engineer at Vector USA
Industry Information Technology and Services
Experience
Vector USA August 2012 - Present
SAIC December 2007 - July 2012
SAIC March 2003 - December 2007
CCH, INC June 2000 - December 2002
Salomon Smith Barney January 1999 - May 2000
Skills
CCNA, Cisco Routers, Cisco Technologies, Network Engineering, Wireless Networking, LAN-WAN, Networking, Routers, Switches
Education
California State University-Long Beach - College of Business Administration
BS, Management of Information Systems (MIS) & Finance
Vector USA August 2012 - Present
SAIC December 2007 - July 2012
SAIC March 2003 - December 2007
CCH, INC June 2000 - December 2002
Salomon Smith Barney January 1999 - May 2000
Skills
CCNA, Cisco Routers, Cisco Technologies, Network Engineering, Wireless Networking, LAN-WAN, Networking, Routers, Switches
Education
California State University-Long Beach - College of Business Administration
BS, Management of Information Systems (MIS) & Finance
Michele Moffat's Salomon Smith Barney Experience December 1996 - January 1999
Job
Industry
Experience
Citi June 2003 - January 2008
Credit Suisse July 2001 - May 2003
BarterTrust.com January 2000 - July 2000
Private Equity May 1999 - November 1999
Salomon Smith Barney December 1996 - January 1999
Salomon Smith Barney February 1994 - December 1996
Schulte Roth & Zabel LLP October 1991 - February 1994
Superior Court of the District of Columbia August 1990 - August 1991
Education
Georgetown University Law Center 1987 — 1990
Juris Doctor (J.D.), Law
Boston University 1983 — 1987
Bachelor's Degree, Economics
Citi June 2003 - January 2008
Credit Suisse July 2001 - May 2003
BarterTrust.com January 2000 - July 2000
Private Equity May 1999 - November 1999
Salomon Smith Barney December 1996 - January 1999
Salomon Smith Barney February 1994 - December 1996
Schulte Roth & Zabel LLP October 1991 - February 1994
Superior Court of the District of Columbia August 1990 - August 1991
Education
Georgetown University Law Center 1987 — 1990
Juris Doctor (J.D.), Law
Boston University 1983 — 1987
Bachelor's Degree, Economics
Laura Latimer's Salomon Smith Barney Experience December 1999 - August 2001
Job Coordinator
Industry Research
Experience
Pegan & Fraser April 2008 - February 2012
Latimer Dental Arts November 2003 - March 2005
Salomon Smith Barney December 1999 - August 2001
Education
University of Phoenix
Bachelor's of Science, Business Management
Center for Advanced Legal Studies
Associate, Paralegal
Lee College
Associate of Applied Science, Business Administration & Management
Pegan & Fraser April 2008 - February 2012
Latimer Dental Arts November 2003 - March 2005
Salomon Smith Barney December 1999 - August 2001
Education
University of Phoenix
Bachelor's of Science, Business Management
Center for Advanced Legal Studies
Associate, Paralegal
Lee College
Associate of Applied Science, Business Administration & Management
Julieth Chambers-Osman's Salomon Smith Barney Experience September 1989 - December 2001
Job Global Benefits and Mobility at Deckers Brands
Industry Human Resources
Experience
Deckers Brands April 2013 - Present
Deloitte September 2009 - August 2012
University of South Florida March 2006 - November 2009
Mellon HR Solutions February 2002 - July 2004
Salomon Smith Barney September 1989 - December 2001
Skills
Benefits Administration, Benefits Design, Employee Relations, Mergers, Employee Benefits, HRIS, Deferred Compensation, Leadership, Mergers & Acquisitions, Human Resources, Succession Planning, Talent Management, Strategy, Onboarding, Performance Management, Recruiting, Management
Education
Brooklyn College
Bachelor of Arts, Communications
New School University
Master of Science, Human Resources
Deckers Brands April 2013 - Present
Deloitte September 2009 - August 2012
University of South Florida March 2006 - November 2009
Mellon HR Solutions February 2002 - July 2004
Salomon Smith Barney September 1989 - December 2001
Skills
Benefits Administration, Benefits Design, Employee Relations, Mergers, Employee Benefits, HRIS, Deferred Compensation, Leadership, Mergers & Acquisitions, Human Resources, Succession Planning, Talent Management, Strategy, Onboarding, Performance Management, Recruiting, Management
Education
Brooklyn College
Bachelor of Arts, Communications
New School University
Master of Science, Human Resources
Linette Foley's Salomon Smith Barney Experience January 1990 - January 2000
Job Administrative Assistant at Trinity Baptist Church
Industry Environmental Services
Experience
Trinity Baptist Church October 2012 - Present
HD Supply Waterworks May 2008 - April 2011
HD Supply Waterworks April 2007 - May 2008
Chubb Insurance January 2000 - January 2006
Salomon Smith Barney January 1990 - January 2000
Skills
Medical Terminology, Computer Literate, Customer Service, Data Entry, Typing, Scheduling, Administrative Support, Fax, Outlook, Word, Telephone Skills, Microsoft Office, Documentation, Time Management, Customer Relations, Lotus Notes, Teamwork, Customer Satisfaction, Call Center, Insurance, Certified EKG Technician, Spanish, Software Documentation, Microsoft Word, Purchasing
Education
Catawba Valley Community College 2011 — 2012
Warren County Community College 2002 — 2002
Trinity Baptist Church October 2012 - Present
HD Supply Waterworks May 2008 - April 2011
HD Supply Waterworks April 2007 - May 2008
Chubb Insurance January 2000 - January 2006
Salomon Smith Barney January 1990 - January 2000
Skills
Medical Terminology, Computer Literate, Customer Service, Data Entry, Typing, Scheduling, Administrative Support, Fax, Outlook, Word, Telephone Skills, Microsoft Office, Documentation, Time Management, Customer Relations, Lotus Notes, Teamwork, Customer Satisfaction, Call Center, Insurance, Certified EKG Technician, Spanish, Software Documentation, Microsoft Word, Purchasing
Education
Catawba Valley Community College 2011 — 2012
Warren County Community College 2002 — 2002
Murali Kontham's Salomon Smith Barney Experience November 2000 - June 2007
Job Program Manager at Wipro Technologies
Industry Information Technology and Services
Experience
Wipro Technologies April 2008 - Present
Citi Technology Services April 2008 - January 2009
Salomon Smith Barney November 2000 - June 2007
Skills
Program Management, Software Project..., Investment Banking, Capital Markets, Regulatory Requirements, Financial Services
Education
Bradley University 1991 — 1993
Master's degree, Computer Science
RAIT 1985 — 1989
Bachelor's degree, Computer Engineering
Wipro Technologies April 2008 - Present
Citi Technology Services April 2008 - January 2009
Salomon Smith Barney November 2000 - June 2007
Skills
Program Management, Software Project..., Investment Banking, Capital Markets, Regulatory Requirements, Financial Services
Education
Bradley University 1991 — 1993
Master's degree, Computer Science
RAIT 1985 — 1989
Bachelor's degree, Computer Engineering
Dennis Hunt's Salomon Smith Barney Experience December 1997 - March 1999
Job Corporate Controller at Information Services Group
Industry Information Services
Experience
Information Services Group August 2010 - Present
Adobe Equipment December 2008 - June 2010
Tyco Thermal Controls (a subsidiary of Tyco International) March 1999 - December 2008
Salomon Smith Barney December 1997 - March 1999
Marge Carson October 1996 - December 1997
Clayton Industries January 1993 - October 1996
Magnesium Alloy Products Company February 1987 - January 1993
Skills
Mergers & acquisitions..., Financial accounting, Strategic & operational..., Financial systems..., Budgeting, SOX 404
Education
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance
California State University-Long Beach
Bachelor of Science (B.S.), Accounting
Information Services Group August 2010 - Present
Adobe Equipment December 2008 - June 2010
Tyco Thermal Controls (a subsidiary of Tyco International) March 1999 - December 2008
Salomon Smith Barney December 1997 - March 1999
Marge Carson October 1996 - December 1997
Clayton Industries January 1993 - October 1996
Magnesium Alloy Products Company February 1987 - January 1993
Skills
Mergers & acquisitions..., Financial accounting, Strategic & operational..., Financial systems..., Budgeting, SOX 404
Education
Loyola Marymount University
Master of Business Administration (M.B.A.), Finance
California State University-Long Beach
Bachelor of Science (B.S.), Accounting
Tami Peterkin's Salomon Smith Barney Experience April 2000 - April 2001
Job Program Coordinator at AIG
Industry Insurance
Experience
AIG April 2014 - Present
American International Group July 2008 - April 2014
InterContinental Hotels Group February 2007 - August 2007
Societe Generale May 2001 - August 2006
Salomon Smith Barney April 2000 - April 2001
Skills
PowerPoint, Microsoft Office, Research, Outlook, Microsoft Word, English, Windows, Pivot Tables, Project Planning, Microsoft Excel, Business Process Mapping, Onboarding, Project Coordination, Program Coordination, Training Facilitation, Event Planning, Conference Coordination, Vendor Relations, Business Travel, Customer Service
Education
New York University 2014 — 2014
Certificate in Project Management (Continuing Education Coursework)
City University of New York
Bachelor of Arts (BA), Communications and Culture
AIG April 2014 - Present
American International Group July 2008 - April 2014
InterContinental Hotels Group February 2007 - August 2007
Societe Generale May 2001 - August 2006
Salomon Smith Barney April 2000 - April 2001
Skills
PowerPoint, Microsoft Office, Research, Outlook, Microsoft Word, English, Windows, Pivot Tables, Project Planning, Microsoft Excel, Business Process Mapping, Onboarding, Project Coordination, Program Coordination, Training Facilitation, Event Planning, Conference Coordination, Vendor Relations, Business Travel, Customer Service
Education
New York University 2014 — 2014
Certificate in Project Management (Continuing Education Coursework)
City University of New York
Bachelor of Arts (BA), Communications and Culture
William Woo's Salomon Smith Barney Experience August 1999 - June 2001
Job Vice President at Kam Man Food
Industry Food & Beverages
Experience
Kam Man Food May 2009 - Present
Credit Suisse June 2007 - January 2009
Supply Technologies September 2003 - May 2007
TVG Capital P January 2002 - August 2003
Citigroup July 2001 - December 2001
Salomon Smith Barney August 1999 - June 2001
Skills
Retail, Management, Sales Management, New Business Development, Team Building, Strategic Planning, Product Development, Marketing Strategy, Budgets, Customer Service, Negotiation, Business Strategy, Forecasting, Financial Modeling, Financial Analysis, Private Equity, Venture Capital, Business Valuation, Early-stage Startups, Mergers & Acquisitions, Franchising, Mandarin
Education
Brown University 1995 — 1999
Economics
Horace Mann School 1989 — 1995
Kam Man Food May 2009 - Present
Credit Suisse June 2007 - January 2009
Supply Technologies September 2003 - May 2007
TVG Capital P January 2002 - August 2003
Citigroup July 2001 - December 2001
Salomon Smith Barney August 1999 - June 2001
Skills
Retail, Management, Sales Management, New Business Development, Team Building, Strategic Planning, Product Development, Marketing Strategy, Budgets, Customer Service, Negotiation, Business Strategy, Forecasting, Financial Modeling, Financial Analysis, Private Equity, Venture Capital, Business Valuation, Early-stage Startups, Mergers & Acquisitions, Franchising, Mandarin
Education
Brown University 1995 — 1999
Economics
Horace Mann School 1989 — 1995
Charles E. Sprinkle Jr.'s Salomon Smith Barney Experience December 1993 - June 1999
Job Account Executive at MBS Securities, Inc
Industry Financial Services
Experience
MBS Securities, Inc August 2002 - Present
Salomon Smith Barney December 1993 - June 1999
Merrill Lynch & Co February 1987 - December 1993
Skills
Financial Analysis, Investments, Customer Relations, Account Management, Investment Strategies
Education
Central Michigan University 1977 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
MBS Securities, Inc August 2002 - Present
Salomon Smith Barney December 1993 - June 1999
Merrill Lynch & Co February 1987 - December 1993
Skills
Financial Analysis, Investments, Customer Relations, Account Management, Investment Strategies
Education
Central Michigan University 1977 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
Laurie Fischer's Salomon Smith Barney Experience April 1999 - December 2001
Job Administrative Professional / Executive Assistant
Industry Financial Services
Experience
Citi 2004 - 2013
NYU Langone Medical Center September 2003 - July 2004
Salomon Smith Barney April 1999 - December 2001
Skills
Administrative Work, Executive Support, Office Management, Travel Arrangements, Heavy Calendaring, Expense Management, Client Contact, Meeting Scheduling, Call Reporting, Event Planning, Event Management, Contact Management, Office Administration, Confidentiality, Invoicing, Spreadsheets, Human Resources, Administrative..., Program Coordination, Data Entry, Process Scheduler, Logistics, Collaborative Problem..., Newsletters, Vendor Relationships, Highly resourceful, High degree of..., Independent Contributor, Project Management, Outstanding...
Education
New York University 1993 — 1996
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Boston University
Bachelor of Arts (BA), International Relations and Affairs
Citi 2004 - 2013
NYU Langone Medical Center September 2003 - July 2004
Salomon Smith Barney April 1999 - December 2001
Skills
Administrative Work, Executive Support, Office Management, Travel Arrangements, Heavy Calendaring, Expense Management, Client Contact, Meeting Scheduling, Call Reporting, Event Planning, Event Management, Contact Management, Office Administration, Confidentiality, Invoicing, Spreadsheets, Human Resources, Administrative..., Program Coordination, Data Entry, Process Scheduler, Logistics, Collaborative Problem..., Newsletters, Vendor Relationships, Highly resourceful, High degree of..., Independent Contributor, Project Management, Outstanding...
Education
New York University 1993 — 1996
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Boston University
Bachelor of Arts (BA), International Relations and Affairs
Anna Ng's Salomon Smith Barney Experience August 2000 - September 2001
Job Executive Administrative Assistant at The Royal Bank of Scotland
Industry Banking
Experience
The Royal Bank of Scotland July 2007 - Present
Ernst & Young, LLP June 2005 - July 2007
Ross Stores, Inc. April 2004 - May 2005
DebtTraders, Inc. February 2003 - February 2004
Salomon Smith Barney August 2000 - September 2001
Salomon Smith Barney June 1998 - August 2000
Salomon Smith Barney January 1996 - June 1998
Skills
Administrative...
Education
City University of New York-Hunter College 1996 — 2000
Bachelor of Arts (B.A.), Anthropology and Media/Communications
The Royal Bank of Scotland July 2007 - Present
Ernst & Young, LLP June 2005 - July 2007
Ross Stores, Inc. April 2004 - May 2005
DebtTraders, Inc. February 2003 - February 2004
Salomon Smith Barney August 2000 - September 2001
Salomon Smith Barney June 1998 - August 2000
Salomon Smith Barney January 1996 - June 1998
Skills
Administrative...
Education
City University of New York-Hunter College 1996 — 2000
Bachelor of Arts (B.A.), Anthropology and Media/Communications
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers