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
Stela Carvalho Stela Carvalho's Salomon Smith Barney Experience December 2002 - July 2003
Job Office Manager Chesapeake at Sims Metal Management Limited
Industry Environmental Services
Experience
Sims Metal Management Limited January 2014 - Present
Sims Metal Management Limited July 2003 - Present
Salomon Smith Barney December 2002 - July 2003
Goldman Sachs December 2001 - October 2002
Goldman Sachs December 1999 - December 2001
Goldman Sachs March 1998 - December 1999
B.M.A. S.A. August 1991 - March 1998
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Management, Finance, Software Documentation, Auditing, Risk Management, Operations Management, Mergers & Acquisitions, Project Planning, Customer Service
Education
Essex County College
New Jersey City University
Sims Metal Management Limited January 2014 - Present
Sims Metal Management Limited July 2003 - Present
Salomon Smith Barney December 2002 - July 2003
Goldman Sachs December 2001 - October 2002
Goldman Sachs December 1999 - December 2001
Goldman Sachs March 1998 - December 1999
B.M.A. S.A. August 1991 - March 1998
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Receivable, Accounting, Accounts Payable, Invoicing, Management, Finance, Software Documentation, Auditing, Risk Management, Operations Management, Mergers & Acquisitions, Project Planning, Customer Service
Education
Essex County College
New Jersey City University
Jonathan Maley Jonathan Maley's Salomon Smith Barney Experience 2000 - 2001
Job Enterprise Software & Technology Consulting
Industry Information Technology and Services
Experience
ImageTech Systems November 2011 - Present
Digital Samba January 2010 - September 2011
Digital Samba December 2007 - January 2010
SpiderWeb Communications January 2006 - December 2007
CyberGrad, Incorporated May 2002 - January 2006
Career Education Corporation January 2002 - May 2002
Salomon Smith Barney 2000 - 2001
AG Edwards Investments 1999 - 2000
Education
University of Colorado Boulder 1996 — 2000
Bachelors, Economics
Duquesne University 2006 — 2008
Masters, Business
ImageTech Systems November 2011 - Present
Digital Samba January 2010 - September 2011
Digital Samba December 2007 - January 2010
SpiderWeb Communications January 2006 - December 2007
CyberGrad, Incorporated May 2002 - January 2006
Career Education Corporation January 2002 - May 2002
Salomon Smith Barney 2000 - 2001
AG Edwards Investments 1999 - 2000
Education
University of Colorado Boulder 1996 — 2000
Bachelors, Economics
Duquesne University 2006 — 2008
Masters, Business
Elizabeth Gordon Elizabeth Gordon's Salomon Smith Barney Experience 1998 - 1998
Job Management Consultant at Midtown Consulting Group
Industry Information Technology and Services
Experience
Midtown Consulting Group June 2013 - Present
Flourishing Business, LLC May 2005 - Present
Burr & Forman LLP January 2012 - May 2013
The Chic Entrepreneur May 2008 - May 2008
Wachovia, A Wells Fargo Company 2006 - 2007
The Hackett Group 2003 - 2005
Arrow Electronics 2001 - 2003
McMaster-Carr 2000 - 2001
Accenture September 1998 - September 2000
Salomon Smith Barney 1998 - 1998
Skills
Financial Services, Change Management, Management Consulting, Entrepreneur, Strategic Planning, Marketing, Public Speaking, Process Improvement, Entrepreneurship, Strategy, Business Strategy, Strategic Partnerships, Marketing Strategy, Management, Budgets, Training, Project Management, Program Management, Leadership, Business Development, Mergers & Acquisitions, Cross-functional Team..., Analysis, E-commerce, Consulting
Education
Georgia State University 2002 — 2005
MS
Wake Forest University 1994 — 1998
BS
Midtown Consulting Group June 2013 - Present
Flourishing Business, LLC May 2005 - Present
Burr & Forman LLP January 2012 - May 2013
The Chic Entrepreneur May 2008 - May 2008
Wachovia, A Wells Fargo Company 2006 - 2007
The Hackett Group 2003 - 2005
Arrow Electronics 2001 - 2003
McMaster-Carr 2000 - 2001
Accenture September 1998 - September 2000
Salomon Smith Barney 1998 - 1998
Skills
Financial Services, Change Management, Management Consulting, Entrepreneur, Strategic Planning, Marketing, Public Speaking, Process Improvement, Entrepreneurship, Strategy, Business Strategy, Strategic Partnerships, Marketing Strategy, Management, Budgets, Training, Project Management, Program Management, Leadership, Business Development, Mergers & Acquisitions, Cross-functional Team..., Analysis, E-commerce, Consulting
Education
Georgia State University 2002 — 2005
MS
Wake Forest University 1994 — 1998
BS
Alexandra Rodina Alexandra Rodina's Salomon Smith Barney Experience December 2004 - May 2005
Job FP&A Manager at RingCentral
Industry Financial Services
Experience
RingCentral July 2014 - July 2015
The Wharton School September 2012 - May 2014
The Hershey Company June 2013 - August 2013
Nomura September 2010 - July 2012
Wachovia / Wells Fargo Securities November 2009 - August 2010
Wachovia June 2007 - November 2009
Milestone Advisors September 2006 - April 2007
Delphos International September 2005 - December 2005
Salomon Smith Barney December 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
Bachelor's Degree
RingCentral July 2014 - July 2015
The Wharton School September 2012 - May 2014
The Hershey Company June 2013 - August 2013
Nomura September 2010 - July 2012
Wachovia / Wells Fargo Securities November 2009 - August 2010
Wachovia June 2007 - November 2009
Milestone Advisors September 2006 - April 2007
Delphos International September 2005 - December 2005
Salomon Smith Barney December 2004 - May 2005
Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Georgetown University 2003 — 2007
Bachelor's Degree
Lisa Baker Noojin Lisa Baker Noojin's Salomon Smith Barney Experience 2000 - 2001
Job Senior Associate at Balentine
Industry Marketing and Advertising
Experience
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Balentine June 2015 - Present
SONET Solutions, Inc. January 2013 - June 2015
Merrill Lynch 2002 - 2004
Salomon Smith Barney 2000 - 2001
PRIMIS 2000 - 2000
Hartsfield Capital 1998 - 2000
Bank of America 1999 - 1999
Raymond James Financial Inc. 1995 - 1999
R.J. Fitzgerald & Co. 1994 - 1995
Skills
Investments, Strategic Financial..., Finance, Strategy, Risk Management, Business Development, Entrepreneurship, Alternative Investments, Social Media, SEO, Small Business, Social Media ROI, Facebook Marketing, Digital Media, Social Media Marketing, Online Advertising, Reputation Management, Business Intelligence..., Marketing Strategy, Digital Strategy, Social Media Measurement, Social Networking, Goal Analysis, Social Media Best..., Public Relations, Crisis Management, New Business Development, Organizational..., Data Protection, Marketing, Financial Planning, Due Diligence
Education
Everest University-Tampa 1995 — 1996
MBA, Business, 3.9 GPA
Salisbury University - Perdue School of Business 1986 — 1990
Bachelor of Science, Finance
Wicomico Senior Highschool 1982 — 1986
High School
Rita Abrahams Rita Abrahams's Salomon Smith Barney Experience 1997 - 1999
Job Experienced Office Administrator
Industry Public Relations and Communications
Experience
RE/MAX Voyage June 2011 - Present
Events Jolie June 2009 - July 2011
National Action Network February 2008 - June 2009
Praxis Housing Initiatives, Inc. May 2006 - February 2008
Praxis Housing Initiatives, Inc. July 2004 - May 2006
The Culinary Institute of America June 2003 - July 2004
Charles King for Attorney General 2004 2004 - 2004
UBS Warburg June 1999 - December 2002
Salomon Smith Barney 1997 - 1999
Skills
Event Planning, Event Management, Public Speaking, Press Releases, System Administration, Training, Customer Service, Microsoft Office, Human Resources, Staff Development, Community Outreach, Non-profits, Fundraising, Program Management, Management
Education
Fashion Institute of Technology 2007 — 2008
Professional Certificate, Fashion Events Planning
Marist College 1995 — 1999
BA, Psychology
RE/MAX Voyage June 2011 - Present
Events Jolie June 2009 - July 2011
National Action Network February 2008 - June 2009
Praxis Housing Initiatives, Inc. May 2006 - February 2008
Praxis Housing Initiatives, Inc. July 2004 - May 2006
The Culinary Institute of America June 2003 - July 2004
Charles King for Attorney General 2004 2004 - 2004
UBS Warburg June 1999 - December 2002
Salomon Smith Barney 1997 - 1999
Skills
Event Planning, Event Management, Public Speaking, Press Releases, System Administration, Training, Customer Service, Microsoft Office, Human Resources, Staff Development, Community Outreach, Non-profits, Fundraising, Program Management, Management
Education
Fashion Institute of Technology 2007 — 2008
Professional Certificate, Fashion Events Planning
Marist College 1995 — 1999
BA, Psychology
Diane Finch Diane Finch's Salomon Smith Barney Experience January 1999 - January 2001
Job Director of Investment Operations at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2013 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK September 2011 - December 2012
GUARDIAN INSURANCE/PARK AVENUE SECURITIES January 2001 - August 2011
SALOMON SMITH BARNEY January 1999 - January 2001
Skills
Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, FINRA, Retirement, Fixed Annuities, Series 65, series 9
Education
Florida Atlantic University 2012 — 2013
Bachelor of Science, Business Administration
Palm Beach State College 2011 — 2012
Associate of Arts (A.A.)
Prudential Financial February 2013 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK September 2011 - December 2012
GUARDIAN INSURANCE/PARK AVENUE SECURITIES January 2001 - August 2011
SALOMON SMITH BARNEY January 1999 - January 2001
Skills
Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Securities, Investments, FINRA, Retirement, Fixed Annuities, Series 65, series 9
Education
Florida Atlantic University 2012 — 2013
Bachelor of Science, Business Administration
Palm Beach State College 2011 — 2012
Associate of Arts (A.A.)
Greg Feldman Greg Feldman's Salomon Smith Barney Experience 1998 - 2002
Job Senior Vice President Institutional Equity Sales at FBN Securities
Industry Financial Services
Experience
FBN Securities March 2013 - Present
CapStone Investments August 2010 - January 2013
Caris & Co. June 2007 - August 2010
Avondale Partners May 2003 - February 2007
Salomon Smith Barney 1998 - 2002
Skills
Volatility, Commodity, Asset Allocation, Equities, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Securities, Series 63
Education
Emory University
BA, Economics
Goizueta Business School, Emory University
MBA, Finance
Newark Academy
FBN Securities March 2013 - Present
CapStone Investments August 2010 - January 2013
Caris & Co. June 2007 - August 2010
Avondale Partners May 2003 - February 2007
Salomon Smith Barney 1998 - 2002
Skills
Volatility, Commodity, Asset Allocation, Equities, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Investments, Mergers & Acquisitions, Options, Securities, Series 63
Education
Emory University
BA, Economics
Goizueta Business School, Emory University
MBA, Finance
Newark Academy
Alex Dulac's Salomon Smith Barney Experience 2000 - 2002
Job Founder at the Vox Clara Group
Industry Venture Capital & Private Equity
Experience
OuiHours 2014 - Present
The Plunge (.com) 2014 - Present
Vox Clara Group, LLC 2009 - Present
Lycee Francais de New York June 2004 - Present
GSM Systems 2010 - 2011
Kubera Partners 2007 - 2008
Rhone Group 2003 - 2005
Salomon Smith Barney 2000 - 2002
Goldman Sachs 1998 - 1998
Skills
Private Equity, Strategy, Corporate Finance, Entrepreneurship, Start-ups, Financial Modeling, Investments, Venture Capital, Corporate Development, Management, Due Diligence, Strategic Partnerships, Valuation, Mergers & Acquisitions, Leadership, Digital Marketing, Creative Strategy
Education
...
Master of Business Administration (M.B.A.)
Georgetown University - School of Foreign Service
BS in Foreign Service, International Econonics
Harvard Business School
MBA, General Management
Lycee Francais de New York
OuiHours 2014 - Present
The Plunge (.com) 2014 - Present
Vox Clara Group, LLC 2009 - Present
Lycee Francais de New York June 2004 - Present
GSM Systems 2010 - 2011
Kubera Partners 2007 - 2008
Rhone Group 2003 - 2005
Salomon Smith Barney 2000 - 2002
Goldman Sachs 1998 - 1998
Skills
Private Equity, Strategy, Corporate Finance, Entrepreneurship, Start-ups, Financial Modeling, Investments, Venture Capital, Corporate Development, Management, Due Diligence, Strategic Partnerships, Valuation, Mergers & Acquisitions, Leadership, Digital Marketing, Creative Strategy
Education
...
Master of Business Administration (M.B.A.)
Georgetown University - School of Foreign Service
BS in Foreign Service, International Econonics
Harvard Business School
MBA, General Management
Lycee Francais de New York
Tess Medina Tess Medina's Salomon Smith Barney Experience 1995 - 1999
Job Independent Consultant Events & Marketing
Industry Management Consulting
Experience
Metropolitan College of New York July 2015 - Present
Independent 2012 - Present
MsTess Designs & Collections 2012 - Present
Congressional Medal of Honor Foundation 2001 - Present
Morgan Stanley 2011 - 2012
Citi 2009 - 2011
Citi Smith Barney 2004 - 2008
Citi Smith Barney 1999 - 2004
Salomon Smith Barney 1995 - 1999
Skills
English, Event Planning, Marketing, Microsoft Excel, Leadership, Training, Strategic Planning, Management, Microsoft Word, Outlook, Editing, Event Management, Marketing Communications, Microsoft Office, PowerPoint, Research, Sales, Public Speaking, Public Relations, Marketing Strategy, Fashion jewelry design, Asset Management, Equities, Financial Services, Mutual Funds, Investments, Series 7
Education
Studio Jewelers Ltd 2012 — 2013
Fashion Jewelry designs
Far Eastern University
BA Mass Communications, Broadcasting and Journalism
New York University
Meeting Management, Meeting and Event Planning
Metropolitan College of New York July 2015 - Present
Independent 2012 - Present
MsTess Designs & Collections 2012 - Present
Congressional Medal of Honor Foundation 2001 - Present
Morgan Stanley 2011 - 2012
Citi 2009 - 2011
Citi Smith Barney 2004 - 2008
Citi Smith Barney 1999 - 2004
Salomon Smith Barney 1995 - 1999
Skills
English, Event Planning, Marketing, Microsoft Excel, Leadership, Training, Strategic Planning, Management, Microsoft Word, Outlook, Editing, Event Management, Marketing Communications, Microsoft Office, PowerPoint, Research, Sales, Public Speaking, Public Relations, Marketing Strategy, Fashion jewelry design, Asset Management, Equities, Financial Services, Mutual Funds, Investments, Series 7
Education
Studio Jewelers Ltd 2012 — 2013
Fashion Jewelry designs
Far Eastern University
BA Mass Communications, Broadcasting and Journalism
New York University
Meeting Management, Meeting and Event Planning
Jennifer Cox Mann, CFP®, CDFA™'s Salomon Smith Barney Experience April 2000 - January 2003
Job Relationship Manager / Manager Insurance and Special Projects at Botsford Financial Group
Industry Financial Services
Experience
Botsford Financial Group April 2007 - Present
Smith Barney / Citigroup Global Markets, Inc. August 2004 - March 2007
Morgan Stanley January 2003 - August 2004
Salomon Smith Barney April 2000 - January 2003
Skills
Series 7, Series 63, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement, Series 65, Life & Health Insurance..., Estate Planning, 401k, Series 24, Investment Strategies, Alternative Investments, Portfolio Management, Variable Products, Certified Divorce..., Certified Financial..., Series 6, Uniform Combined State..., Variable Annuities, Securities, Fixed Annuities, Financial Planners, FINRA, Insurance, WEALTH
Education
Duke University 2005 — 2006
Professional, Executive Certificate in Certified Financial Planning
University of North Carolina at Chapel Hill 1996 — 1999
BA, Communication Studies
White Oak High School 1992 — 1996
Diploma
Botsford Financial Group April 2007 - Present
Smith Barney / Citigroup Global Markets, Inc. August 2004 - March 2007
Morgan Stanley January 2003 - August 2004
Salomon Smith Barney April 2000 - January 2003
Skills
Series 7, Series 63, Strategic Financial..., Retirement Planning, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Investments, Retirement, Series 65, Life & Health Insurance..., Estate Planning, 401k, Series 24, Investment Strategies, Alternative Investments, Portfolio Management, Variable Products, Certified Divorce..., Certified Financial..., Series 6, Uniform Combined State..., Variable Annuities, Securities, Fixed Annuities, Financial Planners, FINRA, Insurance, WEALTH
Education
Duke University 2005 — 2006
Professional, Executive Certificate in Certified Financial Planning
University of North Carolina at Chapel Hill 1996 — 1999
BA, Communication Studies
White Oak High School 1992 — 1996
Diploma
Rene J Robichaud's Salomon Smith Barney Experience June 1997 - December 1998
Job Chairman at Malibu Group
Industry Investment Banking
Experience
Mailbu Group January 2015 - Present
Layne Christensen Company September 2011 - June 2014
Layne Christensen January 2009 - June 2014
Dan Beard Council 2007 - August 2011
Malibu Group April 2011 - July 2011
Black Mesa Energy Services December 2009 - December 2010
The Midland Company July 2005 - April 2008
NS Group, Inc June 1999 - December 2006
NS Group, Inc. June 1999 - December 2006
Salomon Smith Barney June 1997 - December 1998
Skills
Mergers, Strategy, Corporate Governance, Acquisitions, Program Management, Executive Management, Financial Modeling, Financial Analysis, Mining, Corporate Law, Restructuring, Venture Capital, Business Planning, Water, Sustainability, Construction, Acquisition Integration, Change Management, Valuation, Cross-functional Team..., Strategic Planning, Business Development, Business Strategy, Corporate Finance, Energy, Finance, Leadership, Manufacturing, Mergers, Negotiation, New Business Development, Organizational Design, Private Equity, Sales Management, Securities, Team Building
Education
Harvard Business School 1982 — 1984
MBA
University of Ottawa / Université d'Ottawa 1977 — 1980
BBA
Mailbu Group January 2015 - Present
Layne Christensen Company September 2011 - June 2014
Layne Christensen January 2009 - June 2014
Dan Beard Council 2007 - August 2011
Malibu Group April 2011 - July 2011
Black Mesa Energy Services December 2009 - December 2010
The Midland Company July 2005 - April 2008
NS Group, Inc June 1999 - December 2006
NS Group, Inc. June 1999 - December 2006
Salomon Smith Barney June 1997 - December 1998
Skills
Mergers, Strategy, Corporate Governance, Acquisitions, Program Management, Executive Management, Financial Modeling, Financial Analysis, Mining, Corporate Law, Restructuring, Venture Capital, Business Planning, Water, Sustainability, Construction, Acquisition Integration, Change Management, Valuation, Cross-functional Team..., Strategic Planning, Business Development, Business Strategy, Corporate Finance, Energy, Finance, Leadership, Manufacturing, Mergers, Negotiation, New Business Development, Organizational Design, Private Equity, Sales Management, Securities, Team Building
Education
Harvard Business School 1982 — 1984
MBA
University of Ottawa / Université d'Ottawa 1977 — 1980
BBA
Prom Vatanapradit Prom Vatanapradit's Salomon Smith Barney Experience January 1996 - January 1999
Job Chief Technology Officer at OchZiff Capital Management
Industry Information Technology and Services
Experience
Och-Ziff Capital Management June 2000 - Present
Ziff Brothers Investments March 1999 - June 2000
Salomon Smith Barney January 1996 - January 1999
Salomon Smith Barney 1995 - 1999
Skills
Servers, Citrix, Disaster Recovery, Information Technology, Networking, VPN, Cisco Technologies, VMware, Lotus Notes, Laptops, VMware ESX, Blackberry, Hedge Funds, Business Analysis, Data Center
Education
Fordham University 1990 — 1994
BA, Economics
Fordham University
B.A, Economics
Och-Ziff Capital Management June 2000 - Present
Ziff Brothers Investments March 1999 - June 2000
Salomon Smith Barney January 1996 - January 1999
Salomon Smith Barney 1995 - 1999
Skills
Servers, Citrix, Disaster Recovery, Information Technology, Networking, VPN, Cisco Technologies, VMware, Lotus Notes, Laptops, VMware ESX, Blackberry, Hedge Funds, Business Analysis, Data Center
Education
Fordham University 1990 — 1994
BA, Economics
Fordham University
B.A, Economics
Joseph Giunta's Salomon Smith Barney Experience May 2001 - December 2001
Job Senior Vice President: Head of Business Operations and Technology at Fannie Mae / Board Member, Odyssey House
Industry Financial Services
Experience
Fannie Mae September 2009 - Present
Merrill Lynch July 2008 - September 2009
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) July 2004 - July 2008
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) January 2002 - July 2004
Salomon Smith Barney May 2001 - December 2001
Salomon Smith Barney January 1998 - May 2001
Salomon Brothers January 1992 - December 1997
Salomon Brothers March 1990 - December 1991
Salomon Brothers June 1986 - March 1990
American Capital March 1984 - June 1986
Skills
Financial Services, Capital Markets, Housing Finance, Operations Management, Expense Management, Risk and Control, Finance and Treasury, Business Management, Large Scale..., Leadership, Talent Management and...
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Concentration in Finance
Fannie Mae September 2009 - Present
Merrill Lynch July 2008 - September 2009
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) July 2004 - July 2008
Citigroup Global Markets Inc ( Formerly Salomon Smith Barney ) January 2002 - July 2004
Salomon Smith Barney May 2001 - December 2001
Salomon Smith Barney January 1998 - May 2001
Salomon Brothers January 1992 - December 1997
Salomon Brothers March 1990 - December 1991
Salomon Brothers June 1986 - March 1990
American Capital March 1984 - June 1986
Skills
Financial Services, Capital Markets, Housing Finance, Operations Management, Expense Management, Risk and Control, Finance and Treasury, Business Management, Large Scale..., Leadership, Talent Management and...
Education
Fordham University 1980 — 1984
Bachelor of Science (B.S.), Concentration in Finance
Cinthia Estrada Cinthia Estrada's Salomon Smith Barney Experience 1998 - 1999
Job Medical Staff Coordinator for Sierra Medical Center & Providence Memorial Hospital
Industry Hospital & Health Care
Experience
The Hospitals of Providence - Sierra and Memorial Campuses February 2002 - Present
Texas Society for Medical Staff Services - Sun City Chapter of El Paso January 2014 - March 2015
The Littleton Group 2001 - 2001
Wells Fargo Bank, NA 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Credentialing, HIPAA, Physician Relations, Hospitals, Healthcare Management, JCAHO, Practice Management, Accreditation, Healthcare, Physicians, Healthcare Consulting, Medical Staff..., Performance Improvement, Network Development, Health Information..., Healthcare Industry, Provider Relations, Medical Terminology, Clinical Research, Customer Service, Team Building, Healthcare Information..., Strategic Planning, Leadership
Education
The University of Texas at El Paso 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
El Paso Community College 2000 — 2005
Associate of Arts (A.A.), Accounting and Business/Management
The Hospitals of Providence - Sierra and Memorial Campuses February 2002 - Present
Texas Society for Medical Staff Services - Sun City Chapter of El Paso January 2014 - March 2015
The Littleton Group 2001 - 2001
Wells Fargo Bank, NA 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Credentialing, HIPAA, Physician Relations, Hospitals, Healthcare Management, JCAHO, Practice Management, Accreditation, Healthcare, Physicians, Healthcare Consulting, Medical Staff..., Performance Improvement, Network Development, Health Information..., Healthcare Industry, Provider Relations, Medical Terminology, Clinical Research, Customer Service, Team Building, Healthcare Information..., Strategic Planning, Leadership
Education
The University of Texas at El Paso 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
El Paso Community College 2000 — 2005
Associate of Arts (A.A.), Accounting and Business/Management
Weiss Froogh's Salomon Smith Barney Experience September 2004 - January 2005
Job Operations at VectraCor, Inc. & QRS Diagnostic
Industry Hospital & Health Care
Experience
VectraCor, Inc. & QRS Diagnostic August 2012 - Present
Royal Property, Inc. February 2010 - August 2012
B/E Aerospace, Consumables Management April 2006 - February 2010
NVC Logistics Group, Inc. September 2005 - April 2006
Salomon Smith Barney September 2004 - January 2005
Skills
Microsoft Excel, Outlook, Eudora, Bloomberg Terminal, PowerPoint, Microsoft Word, Statistica, Internal Audit, Root Cause Analysis, Internet, Cost Accounting, Forecasting, MRP, Strategic Financial..., Leadership, Finance, Budgets, Equities, Photoshop, Pricing, Process Improvement, Social Media, Analysis, Financial Analysis, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2011
Master of Business Administration (MBA), Finance, General
Fairfield University 2001 — 2005
Bachelor of Arts (BA), Finance, General
paramus high school 1997 — 2001
VectraCor, Inc. & QRS Diagnostic August 2012 - Present
Royal Property, Inc. February 2010 - August 2012
B/E Aerospace, Consumables Management April 2006 - February 2010
NVC Logistics Group, Inc. September 2005 - April 2006
Salomon Smith Barney September 2004 - January 2005
Skills
Microsoft Excel, Outlook, Eudora, Bloomberg Terminal, PowerPoint, Microsoft Word, Statistica, Internal Audit, Root Cause Analysis, Internet, Cost Accounting, Forecasting, MRP, Strategic Financial..., Leadership, Finance, Budgets, Equities, Photoshop, Pricing, Process Improvement, Social Media, Analysis, Financial Analysis, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2011
Master of Business Administration (MBA), Finance, General
Fairfield University 2001 — 2005
Bachelor of Arts (BA), Finance, General
paramus high school 1997 — 2001
Pamela Baxter's Salomon Smith Barney Experience 1998 - 2003
Job Assistant Vice President University Advancement; Philanthropy; Project Management, Servant Leadership
Industry Nonprofit Organization Management
Experience
Gardner-Webb University January 2012 - Present
Billy Graham Evangelistic Association January 2008 - January 2012
Professional Retail Store Maintenance Association January 2006 - August 2007
Greater Akron Chamber 2003 - 2005
Salomon Smith Barney 1998 - 2003
Realty One 1989 - 1998
Skills
Public Speaking, Nonprofits, Community Outreach, Social Networking, Event Planning, Fundraising, Leadership, Volunteer Management, Non-profits, Program Development, Management, Grant Writing, Leadership Development, Coaching, Event Management, Budgets, Teaching, Public Relations, Non-profit..., Training, Editing, Team Building, Staff Development, Organizational..., Community Development, Strategic Planning, Microsoft Office, Social Media, Customer Service, Board Development, Program Management
Education
Gardner-Webb University
Kent State University
Business Administration and Management, General
Gardner-Webb University January 2012 - Present
Billy Graham Evangelistic Association January 2008 - January 2012
Professional Retail Store Maintenance Association January 2006 - August 2007
Greater Akron Chamber 2003 - 2005
Salomon Smith Barney 1998 - 2003
Realty One 1989 - 1998
Skills
Public Speaking, Nonprofits, Community Outreach, Social Networking, Event Planning, Fundraising, Leadership, Volunteer Management, Non-profits, Program Development, Management, Grant Writing, Leadership Development, Coaching, Event Management, Budgets, Teaching, Public Relations, Non-profit..., Training, Editing, Team Building, Staff Development, Organizational..., Community Development, Strategic Planning, Microsoft Office, Social Media, Customer Service, Board Development, Program Management
Education
Gardner-Webb University
Kent State University
Business Administration and Management, General
Ron Viera, CFA Ron Viera, CFA's Salomon Smith Barney Experience January 1990 - March 1992
Job Chief Executive Officer and Chief Investment Officer
Industry Investment Management
Experience
Aberdeen Asset Management January 2009 - August 2013
Luminent Mortgage Capital April 2005 - January 2008
Federal Home Loan Bank of Seattle 2002 - 2005
Prudential Securities 1999 - 2001
Fannie Mae August 1996 - November 1999
Fannie Mae 1994 - 1996
Salomon Smith Barney January 1990 - March 1992
Skills
Equities, Valuation, Hedge Funds, Trading, Structured Products, Risk Management, Investments, Financial Risk, Hedging, Financial Analysis, Credit, Emerging Markets, Investment Management, Securitization, Financial Structuring, MBS, ABS, Loans, Bloomberg, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Asset Management, Fixed Income, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
Georgetown University 1991 — 1991
Post-Graduate Continuing Studies, Quantitative Finance
University of Wisconsin-Madison 1984 — 1988
BS, Economics
CFA
Chartered Financial Analyst
trinity catholic high
trinty high
Aberdeen Asset Management January 2009 - August 2013
Luminent Mortgage Capital April 2005 - January 2008
Federal Home Loan Bank of Seattle 2002 - 2005
Prudential Securities 1999 - 2001
Fannie Mae August 1996 - November 1999
Fannie Mae 1994 - 1996
Salomon Smith Barney January 1990 - March 1992
Skills
Equities, Valuation, Hedge Funds, Trading, Structured Products, Risk Management, Investments, Financial Risk, Hedging, Financial Analysis, Credit, Emerging Markets, Investment Management, Securitization, Financial Structuring, MBS, ABS, Loans, Bloomberg, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Asset Management, Fixed Income, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
MBA, Finance
Georgetown University 1991 — 1991
Post-Graduate Continuing Studies, Quantitative Finance
University of Wisconsin-Madison 1984 — 1988
BS, Economics
CFA
Chartered Financial Analyst
trinity catholic high
trinty high
Chris Beyer Chris Beyer's Salomon Smith Barney Experience November 1995 - September 1998
Job Webmaster at Beyer Music
Industry Music
Experience
Beyer Web and Graphic Design January 2010 - Present
Bellevue Hospital January 2003 - Present
Beyer Music January 2002 - Present
Metlife November 2001 - February 2003
The Bank of New York January 2000 - November 2001
Chase Manhattan Bank September 1998 - January 2000
Salomon Smith Barney November 1995 - September 1998
Skills
Accounting, Taxation,..., E-commerce, Dreamweaver, Web Design, Flash, Illustrator, Graphic Design, Graphics, New Media, Photoshop, Editing, Digital Media, Photography, jQuery, SEO, Multimedia, Email Marketing, Computers, IT Solutions, Art, Creative Writing, Website Development, Blogging, Video Editing, Facebook, CMS, WordPress, Social Media Marketing, Digital Photography, XHTML, Image Editing, Logo Design, Web Content Management, Social Media, Mac, Social Networking, Adobe Creative Suite, Online Marketing, Creative Direction, Video, InDesign, Art Direction, Layout
Education
New York University 2014 — 2014
Web Programming using PHP (intermediate), Web Programming
Laguardia Community College 2004 — 2006
Programming Systems
The University of Hartford 1991 — 1992
MBA, Managerial Accounting
The University of Connecticut 1989 — 1990
MBA Credits, Accounting - MBA Program
Fordham University 1981 — 1985
BS, Psychology
Fashion Institute of Technology
Computer Graphics
Beyer Web and Graphic Design January 2010 - Present
Bellevue Hospital January 2003 - Present
Beyer Music January 2002 - Present
Metlife November 2001 - February 2003
The Bank of New York January 2000 - November 2001
Chase Manhattan Bank September 1998 - January 2000
Salomon Smith Barney November 1995 - September 1998
Skills
Accounting, Taxation,..., E-commerce, Dreamweaver, Web Design, Flash, Illustrator, Graphic Design, Graphics, New Media, Photoshop, Editing, Digital Media, Photography, jQuery, SEO, Multimedia, Email Marketing, Computers, IT Solutions, Art, Creative Writing, Website Development, Blogging, Video Editing, Facebook, CMS, WordPress, Social Media Marketing, Digital Photography, XHTML, Image Editing, Logo Design, Web Content Management, Social Media, Mac, Social Networking, Adobe Creative Suite, Online Marketing, Creative Direction, Video, InDesign, Art Direction, Layout
Education
New York University 2014 — 2014
Web Programming using PHP (intermediate), Web Programming
Laguardia Community College 2004 — 2006
Programming Systems
The University of Hartford 1991 — 1992
MBA, Managerial Accounting
The University of Connecticut 1989 — 1990
MBA Credits, Accounting - MBA Program
Fordham University 1981 — 1985
BS, Psychology
Fashion Institute of Technology
Computer Graphics
Mike Reardon Mike Reardon's Salomon Smith Barney Experience January 1993 - December 1995
Job StoneRiver
Industry Financial Services
Experience
StoneRiver Risk and Compliance Group May 2013 - July 2015
GLG - Gerson Lehrman Group September 2011 - April 2013
CITIGROUP, The Student Loan Corporation June 2004 - July 2011
CITIGROUP, Consumer Lending Group April 2002 - June 2004
CITIGROUP, Consumer Finance Division April 2001 - April 2002
CITIGROUP, Global Consumer Group January 1999 - April 2001
TRAVELERS GROUP January 1996 - December 1998
SALOMON SMITH BARNEY January 1993 - December 1995
JPMORGAN CHASE January 1988 - December 1992
Skills
Mergers, Finance, Loans, Financial Risk, Corporate Finance, Mergers & Acquisitions, Risk Management, Funding, Portfolio Management, Capital Markets, Financial Modeling, Strategy, Leadership, Strategic Planning, Financial Services, Valuation, Business Development, Restructuring, Strategic Financial..., Financial Reporting, Fixed Income, Analysis, Banking, Corporate Governance, Management, Budgets, Financial Planning
Education
Duke University
Executive Management Program
New York University
MS
University of Massachusetts, Amherst
BA, Business Administration
StoneRiver Risk and Compliance Group May 2013 - July 2015
GLG - Gerson Lehrman Group September 2011 - April 2013
CITIGROUP, The Student Loan Corporation June 2004 - July 2011
CITIGROUP, Consumer Lending Group April 2002 - June 2004
CITIGROUP, Consumer Finance Division April 2001 - April 2002
CITIGROUP, Global Consumer Group January 1999 - April 2001
TRAVELERS GROUP January 1996 - December 1998
SALOMON SMITH BARNEY January 1993 - December 1995
JPMORGAN CHASE January 1988 - December 1992
Skills
Mergers, Finance, Loans, Financial Risk, Corporate Finance, Mergers & Acquisitions, Risk Management, Funding, Portfolio Management, Capital Markets, Financial Modeling, Strategy, Leadership, Strategic Planning, Financial Services, Valuation, Business Development, Restructuring, Strategic Financial..., Financial Reporting, Fixed Income, Analysis, Banking, Corporate Governance, Management, Budgets, Financial Planning
Education
Duke University
Executive Management Program
New York University
MS
University of Massachusetts, Amherst
BA, Business Administration
Scott DeLuca Scott DeLuca's Salomon Smith Barney Experience May 2000 - March 2002
Job Regional Compliance Officer at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2007 - Present
Deloitte & Touche June 2006 - May 2007
Ameriprise Financial September 2002 - June 2006
Salomon Smith Barney May 2000 - March 2002
Skills
Securities, Series 7, AML, FINRA, Mutual Funds, Series 63, Series 24, Investment Advisory, Equities, Hedge Funds, Corporate Governance, Wealth Management, Alternative Investments, Investments, Fixed Income, Asset Management, Capital Markets
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
Duke University 1987 — 1991
BA, Political Science, History
Nutley 1984 — 1987
UBS Wealth Management May 2007 - Present
Deloitte & Touche June 2006 - May 2007
Ameriprise Financial September 2002 - June 2006
Salomon Smith Barney May 2000 - March 2002
Skills
Securities, Series 7, AML, FINRA, Mutual Funds, Series 63, Series 24, Investment Advisory, Equities, Hedge Funds, Corporate Governance, Wealth Management, Alternative Investments, Investments, Fixed Income, Asset Management, Capital Markets
Education
Seton Hall University School of Law 1995 — 1999
JD, Law
Duke University 1987 — 1991
BA, Political Science, History
Nutley 1984 — 1987
Drew Govers, PMP Drew Govers, PMP's Salomon Smith Barney Experience September 1997 - December 1998
Job Senior Project Manager at KPMG LLP
Industry Information Technology and Services
Experience
KPMG LLP March 1999 - Present
Salomon Smith Barney September 1997 - December 1998
Price Waterhouse April 1997 - September 1997
Ernst & Young October 1994 - March 1997
Skills
Visio, PMP, Business Process, Scrum, Project Management, Software Project..., Access, Business Analysis, SDLC, Risk Management, IT Strategy, Project Planning, MS Project, Project Delivery, Program Management, IT Management, Visual Basic, PowerPoint, Outlook, Process Improvement, PMBOK, Software Implementation, Process Engineering, SharePoint, Agile Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, Agile & Waterfall..., Business Requirements, Software Design, Excel, Word, Web Project Management, MS Office Suite, Process Mapping, VBA, Virtual Teams, Visual C#, Visual Studio, XML
Education
Polytechnic Institute of New York University 2003 — 2004
MS, Technology Management
Georgetown University 1991 — 1994
BS, Language, Business
Sophia University 1993 — 1993
Study Abroad, Japan
KPMG LLP March 1999 - Present
Salomon Smith Barney September 1997 - December 1998
Price Waterhouse April 1997 - September 1997
Ernst & Young October 1994 - March 1997
Skills
Visio, PMP, Business Process, Scrum, Project Management, Software Project..., Access, Business Analysis, SDLC, Risk Management, IT Strategy, Project Planning, MS Project, Project Delivery, Program Management, IT Management, Visual Basic, PowerPoint, Outlook, Process Improvement, PMBOK, Software Implementation, Process Engineering, SharePoint, Agile Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, Agile & Waterfall..., Business Requirements, Software Design, Excel, Word, Web Project Management, MS Office Suite, Process Mapping, VBA, Virtual Teams, Visual C#, Visual Studio, XML
Education
Polytechnic Institute of New York University 2003 — 2004
MS, Technology Management
Georgetown University 1991 — 1994
BS, Language, Business
Sophia University 1993 — 1993
Study Abroad, Japan
Frank Guevara Frank Guevara's Salomon Smith Barney Experience January 1998 - June 1999
Job Sr IT Project Manager/Consultant Looking for opportunities
Industry Information Technology and Services
Experience
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
CMIT Solutions, Inc. April 2009 - June 2015
Citigroup January 2006 - October 2008
Citigroup August 2003 - January 2006
Lehman Brothers February 2001 - August 2003
Ernst & Young June 1999 - December 2000
Salomon Smith Barney January 1998 - June 1999
Salomon Brothers January 1990 - December 1997
Skills
Relational Databases, Waterfall, Business Intelligence, Data Governance, Data Integration, Software Development, Entrepreneurship, Microsoft Technologies, Telecommunications, Data Architecture, IT Strategy, Data Warehousing, Business Analysis, Databases, Outsourcing, Start-ups, SDLC, IT Management, Integration, CRM, Management, Disaster Recovery, Cloud Computing, Project Management, Strategy, Vendor Management
Education
Fairleigh Dickinson University - Teaneck
Business
Gordon Young's Salomon Smith Barney Experience February 2001 - January 2002
Job We Solve Problems and Make Complicated Simple
Industry Construction
Experience
Atlantic Southern Paving And Sealcoating April 2012 - Present
AutoNation Corporate August 2011 - April 2012
America One Funding February 2008 - March 2011
Centerpointe Financial February 2003 - January 2008
Prudential Securities January 2002 - February 2003
Salomon Smith-Barney February 2001 - January 2002
Skills
Business Development, Sales Process..., Customer Satisfaction, Sales Management, Customer Retention, Sales, Sales Operations, Management, Lead Generation, Account Management, Contract Management, Marketing Strategy, Team Building, Analysis, New Business Development, Contract Negotiation, Sales Process, Budgets, Customer Service, Selling, Negotiation, Marketing
Education
Florida State University
Atlantic Southern Paving And Sealcoating April 2012 - Present
AutoNation Corporate August 2011 - April 2012
America One Funding February 2008 - March 2011
Centerpointe Financial February 2003 - January 2008
Prudential Securities January 2002 - February 2003
Salomon Smith-Barney February 2001 - January 2002
Skills
Business Development, Sales Process..., Customer Satisfaction, Sales Management, Customer Retention, Sales, Sales Operations, Management, Lead Generation, Account Management, Contract Management, Marketing Strategy, Team Building, Analysis, New Business Development, Contract Negotiation, Sales Process, Budgets, Customer Service, Selling, Negotiation, Marketing
Education
Florida State University
Kristen Campbell Kristen Campbell's Salomon Smith Barney Experience July 1998 - February 1999
Job Chief Strategy Officer at Catapult Learning
Industry Education Management
Experience
Catapult Learning August 2015 - Present
Catapult Learning July 2013 - July 2015
Catapult Learning March 2012 - June 2013
Catapult Learning February 2011 - February 2012
Kaplan Test Prep and Admissions (K-12 Programs) August 2009 - February 2011
Kaplan Test Prep and Admissions (K-12 Programs) July 2005 - July 2009
SoundView Technology Group (formerly Wit Capital) March 1999 - June 2003
Salomon Smith Barney July 1998 - February 1999
FIND/SVP (now ORC International) June 1997 - June 1998
Skills
Mergers, Strategic Planning, Start-ups, Business Strategy, Team Building, Staff Development, Management, Organizational..., Strategic Partnerships, Business Development, Strategy, Leadership Development, Cross-functional Team..., Program Management, Project Management, Business Planning, Fundraising, Marketing Strategy, Product Management, Change Management, Entrepreneurship, Marketing, Leadership, P&L Management, Public Speaking, Competitive Analysis, E-Learning, Executive Management, Training, Instructional Design, Nonprofits, Market Research, Management Consulting, Team Leadership, Social Media, Analysis, Coaching, Educational Technology, Consulting
Education
Harvard Business School 2003 — 2005
MBA
William & Mary 1993 — 1997
BA
Trumbull High School 1989 — 1993
Catapult Learning August 2015 - Present
Catapult Learning July 2013 - July 2015
Catapult Learning March 2012 - June 2013
Catapult Learning February 2011 - February 2012
Kaplan Test Prep and Admissions (K-12 Programs) August 2009 - February 2011
Kaplan Test Prep and Admissions (K-12 Programs) July 2005 - July 2009
SoundView Technology Group (formerly Wit Capital) March 1999 - June 2003
Salomon Smith Barney July 1998 - February 1999
FIND/SVP (now ORC International) June 1997 - June 1998
Skills
Mergers, Strategic Planning, Start-ups, Business Strategy, Team Building, Staff Development, Management, Organizational..., Strategic Partnerships, Business Development, Strategy, Leadership Development, Cross-functional Team..., Program Management, Project Management, Business Planning, Fundraising, Marketing Strategy, Product Management, Change Management, Entrepreneurship, Marketing, Leadership, P&L Management, Public Speaking, Competitive Analysis, E-Learning, Executive Management, Training, Instructional Design, Nonprofits, Market Research, Management Consulting, Team Leadership, Social Media, Analysis, Coaching, Educational Technology, Consulting
Education
Harvard Business School 2003 — 2005
MBA
William & Mary 1993 — 1997
BA
Trumbull High School 1989 — 1993
Emily Snapp, CPA Emily Snapp, CPA's Salomon Smith Barney Experience March 1994 - September 1998
Job Vice President at Assurant Solutions
Industry Insurance
Experience
Assurant Solutions November 1998 - Present
Salomon Smith Barney March 1994 - September 1998
Smith & Pirolozzi, CPA's August 1992 - March 1994
Crown & Company, CPA's, PA September 1990 - August 1992
Hedberg, Beedle & Freitas, CPA's September 1988 - August 1990
Skills
Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, CPA, Financial Reporting, US GAAP, General Ledger, Auditing, Account Reconciliation, Insurance, Financial Analysis, Sarbanes-Oxley, Executive Management, Financial Statements, Finance, Tax, Access
Education
University of South Florida 1990 — 1992
CPA Accounting Courses
Florida Southern College 1983 — 1987
BS, Accounting
Kennebunk High School, Kennebunk, Maine 1979 — 1983
Assurant Solutions November 1998 - Present
Salomon Smith Barney March 1994 - September 1998
Smith & Pirolozzi, CPA's August 1992 - March 1994
Crown & Company, CPA's, PA September 1990 - August 1992
Hedberg, Beedle & Freitas, CPA's September 1988 - August 1990
Skills
Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, CPA, Financial Reporting, US GAAP, General Ledger, Auditing, Account Reconciliation, Insurance, Financial Analysis, Sarbanes-Oxley, Executive Management, Financial Statements, Finance, Tax, Access
Education
University of South Florida 1990 — 1992
CPA Accounting Courses
Florida Southern College 1983 — 1987
BS, Accounting
Kennebunk High School, Kennebunk, Maine 1979 — 1983
Matthew Neuringer's Salomon Smith Barney Experience September 2004 - May 2005
Job Associate Attorney at Ashurst LLP
Industry Legal Services
Experience
Ashurst February 2014 - Present
US Army Reserves Judge Advocate General's Corps December 2013 - Present
Squire Sanders August 2011 - February 2014
New Stream Capital July 2008 - October 2010
New York State Assembly June 2005 - July 2008
Salomon Smith Barney September 2004 - May 2005
Skills
Private Equity, Securities, Venture Capital, Alternative Investments, Hedge Funds, Financial Structuring, Corporate Law, Series 7, Due Diligence, Investments, Capital Markets, Capital, Private Placements, Finance, Investment Banking, Mutual Funds, Banking, Corporate Governance, Litigation, FINRA, Structured Finance, Corporate Finance, Series 63, Public Private..., Public Finance, Project Finance, Infrastructure, Municipal Law, Legal Research, Legal Writing, Securities Regulation, Legal Compliance, Financial Modeling, Municipal Bonds, Capital Introduction, Fund Structuring, Mergers
Education
Fordham University School of Law
Juris Doctor, Law, Top 35% of the Class
Fordham University
Bachelor's Degree, Legal Studies and Public Policy, Top 35% of the Class
Ashurst February 2014 - Present
US Army Reserves Judge Advocate General's Corps December 2013 - Present
Squire Sanders August 2011 - February 2014
New Stream Capital July 2008 - October 2010
New York State Assembly June 2005 - July 2008
Salomon Smith Barney September 2004 - May 2005
Skills
Private Equity, Securities, Venture Capital, Alternative Investments, Hedge Funds, Financial Structuring, Corporate Law, Series 7, Due Diligence, Investments, Capital Markets, Capital, Private Placements, Finance, Investment Banking, Mutual Funds, Banking, Corporate Governance, Litigation, FINRA, Structured Finance, Corporate Finance, Series 63, Public Private..., Public Finance, Project Finance, Infrastructure, Municipal Law, Legal Research, Legal Writing, Securities Regulation, Legal Compliance, Financial Modeling, Municipal Bonds, Capital Introduction, Fund Structuring, Mergers
Education
Fordham University School of Law
Juris Doctor, Law, Top 35% of the Class
Fordham University
Bachelor's Degree, Legal Studies and Public Policy, Top 35% of the Class
Greg Blackwell Greg Blackwell's Salomon Smith Barney Experience 2000 - 2001
Job Performance Coach Senior Consultant
Industry Financial Services
Experience
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Jean Claire Bone's Salomon Smith Barney Experience June 1995 - January 1998
Job Set Costumer for IATSE Motion Picture Costumers Local 705
Industry Entertainment
Experience
IATSE Motion Picture Costumers Local 705 October 2001 - Present
Salomon Smith Barney June 1995 - January 1998
Skills
Film, Costumes, Feature Films, Film Production, Television, Costume Design, Commercials, Wardrobe, Entertainment, Independent Film, Pre-production, Sewing, Celebrity
Education
Starkey International Institute 2014 — 2014
8 Week Certification, Household Management, Valedictorian
Fashion Institute of Design & Merchandising 1998 — 2000
AA, Fashion Design
University of Portland 1991 — 1995
BS, Communication Management
IATSE Motion Picture Costumers Local 705 October 2001 - Present
Salomon Smith Barney June 1995 - January 1998
Skills
Film, Costumes, Feature Films, Film Production, Television, Costume Design, Commercials, Wardrobe, Entertainment, Independent Film, Pre-production, Sewing, Celebrity
Education
Starkey International Institute 2014 — 2014
8 Week Certification, Household Management, Valedictorian
Fashion Institute of Design & Merchandising 1998 — 2000
AA, Fashion Design
University of Portland 1991 — 1995
BS, Communication Management
Jay Galston Jay Galston's Salomon Smith Barney Experience July 1998 - July 2000
Job
Industry Motion Pictures and Film
Experience
Sony Pictures Entertainment February 2013 - Present
Sony Pictures Entertainment November 2006 - February 2013
AFG / Walden Media / Bristol Bay Productions July 2004 - November 2006
Focus Features May 2001 - July 2004
GOTSchool.com 2000 - 2001
Salomon Smith Barney July 1998 - July 2000
Skills
Business Development, Strategic Planning, Finance, Competitive Analysis, Strategic Partnerships
Education
Georgetown University 1994 — 1998
BSFS, Int'l. Econ.
Phillips Exeter Academy 1991 — 1994
HS
Sony Pictures Entertainment February 2013 - Present
Sony Pictures Entertainment November 2006 - February 2013
AFG / Walden Media / Bristol Bay Productions July 2004 - November 2006
Focus Features May 2001 - July 2004
GOTSchool.com 2000 - 2001
Salomon Smith Barney July 1998 - July 2000
Skills
Business Development, Strategic Planning, Finance, Competitive Analysis, Strategic Partnerships
Education
Georgetown University 1994 — 1998
BSFS, Int'l. Econ.
Phillips Exeter Academy 1991 — 1994
HS
Tim Nauheimer Tim Nauheimer's Salomon Smith Barney Experience October 1993 - May 1996
Job Chief Risk Officer at AmTrust Financial Services, Inc. (AFSI)
Industry Insurance
Experience
AmTrust Financial Services, Inc. (AFSI) January 2013 - Present
New York State Department of Financial Services/Insurance Dept. November 2001 - January 2013
KPMG 1999 - 2001
Deutsche Bank January 1998 - December 1998
Yamaichi International America May 1996 - December 1997
Salomon Smith Barney October 1993 - May 1996
Brown Brothers Harriman 1991 - 1993
Skills
Financial Risk, Risk Management, Insurance, Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Underwriting, Reinsurance, Property & Casualty..., Financial Analysis, Operational Risk..., Actuarial Science, Corporate Governance, Sarbanes-Oxley Act
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA in Finance, Investments and Securities
New York Institute of Technology 1989 — 1990
BS, Accounting
AmTrust Financial Services, Inc. (AFSI) January 2013 - Present
New York State Department of Financial Services/Insurance Dept. November 2001 - January 2013
KPMG 1999 - 2001
Deutsche Bank January 1998 - December 1998
Yamaichi International America May 1996 - December 1997
Salomon Smith Barney October 1993 - May 1996
Brown Brothers Harriman 1991 - 1993
Skills
Financial Risk, Risk Management, Insurance, Internal Audit, Enterprise Risk..., Internal Controls, Auditing, Underwriting, Reinsurance, Property & Casualty..., Financial Analysis, Operational Risk..., Actuarial Science, Corporate Governance, Sarbanes-Oxley Act
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA in Finance, Investments and Securities
New York Institute of Technology 1989 — 1990
BS, Accounting
Jason Atha's Salomon Smith Barney Experience July 1999 - August 2000
Job Business Development Business Process Outsourcing Commercial Healthcare Payers
Industry Outsourcing/Offshoring
Experience
Xerox November 2013 - Present
Georgia Tech Business Network July 2011 - December 2014
Payscape Advisors March 2011 - November 2013
Findlay November 2009 - March 2011
Crown Funding Group, Inc. December 2008 - January 2010
BrandBank March 2006 - September 2008
American Equity Mortgage 2004 - 2006
Edward Jones June 2001 - May 2004
Salomon Smith Barney July 1999 - August 2000
Skills
Business Process..., Customer Experience..., Process Optimization, Cost Reduction, Business Development, Strategy, Sales, New Business Development, Marketing Strategy, Management, Leadership, Banking, Marketing, Budgets, Small Business, Account Management, Strategic Planning, B2B, Finance, Lead Generation, Outsourcing, Recruiting, Training, Investments, Time Management, Sales Management, Salesforce.com, Direct Sales, Customer Service, Business Intelligence, Cold Calling
Education
Georgia Institute of Technology 1997 — 1999
Bachelors, Management
Florida State University 2000 — 2001
Masters, Sport Management
Xerox November 2013 - Present
Georgia Tech Business Network July 2011 - December 2014
Payscape Advisors March 2011 - November 2013
Findlay November 2009 - March 2011
Crown Funding Group, Inc. December 2008 - January 2010
BrandBank March 2006 - September 2008
American Equity Mortgage 2004 - 2006
Edward Jones June 2001 - May 2004
Salomon Smith Barney July 1999 - August 2000
Skills
Business Process..., Customer Experience..., Process Optimization, Cost Reduction, Business Development, Strategy, Sales, New Business Development, Marketing Strategy, Management, Leadership, Banking, Marketing, Budgets, Small Business, Account Management, Strategic Planning, B2B, Finance, Lead Generation, Outsourcing, Recruiting, Training, Investments, Time Management, Sales Management, Salesforce.com, Direct Sales, Customer Service, Business Intelligence, Cold Calling
Education
Georgia Institute of Technology 1997 — 1999
Bachelors, Management
Florida State University 2000 — 2001
Masters, Sport Management
Sean Milton's Salomon Smith Barney Experience January 2003 - April 2003
Job Financial Services Professional
Industry Financial Services
Experience
Chartis International (AIG) October 2009 - June 2010
Market Resolve March 2008 - May 2009
Bank of America November 2004 - September 2006
Key Factors Marketing October 2005 - December 2005
Beacon Hill Club November 2004 - March 2005
Salomon Smith Barney January 2003 - April 2003
Education
Fairfield University
Seton Hall University Stillman School of Business South
B.A, Business Management
Chartis International (AIG) October 2009 - June 2010
Market Resolve March 2008 - May 2009
Bank of America November 2004 - September 2006
Key Factors Marketing October 2005 - December 2005
Beacon Hill Club November 2004 - March 2005
Salomon Smith Barney January 2003 - April 2003
Education
Fairfield University
Seton Hall University Stillman School of Business South
B.A, Business Management
Key Lu Key Lu's Salomon Smith Barney Experience March 1998 - January 1999
Job IT Manager, Database Security and Automantion at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
Invesco Ltd. January 2009 - Present
Invesco Aim Investments January 2002 - January 2009
AMVESCAP September 2000 - January 2002
SIAC, New York Stock Exchange July 1999 - September 2000
Société Générale USA January 1999 - July 1999
Salomon Smith Barney March 1998 - January 1999
Lehman Brother August 1997 - March 1998
Chase Mahattan Bank September 1996 - August 1997
AT&T July 1994 - September 1996
Skills
Business Analysis, Project Management, Management, Leadership, Strategy, PMP, Databases, Team Building, Risk Management, Business Intelligence, Business Process..., Vendor Management, SDLC, Process Improvement, Integration, Management Consulting, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Finance, General
University of Louisiana at Lafayette 1991 — 1992
MS, Computer Science
East China Normal University 1985 — 1990
BE, Computer Science
David Westcott David Westcott's Salomon Smith Barney Experience June 1996 - June 2004
Job CEO and CMO at Westcott Associates Marketing & Media
Industry Financial Services
Experience
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Karen Rolnick Karen Rolnick's Salomon Smith Barney Experience 1998 - 2000
Job Senior Designer
Industry Design
Experience
Agenda Graphics, LLC February 2011 - Present
RolnickGraphics December 1990 - Present
Publishing Data Management 2001 - February 2009
Goldman Sachs - firmwide graphics dept January 2000 - June 2001
Salomon Smith Barney 1998 - 2000
Symphony Imaging 1995 - 1997
Skills
Graphic Design, Web Design, Corporate Events, Layout, InDesign, Graphics
Education
State University of New York Empire State College 2003 — 2005
B.S., Graphic Design
Parsons School of Design 2004 — 2004
Continuing Ed, Basic Flash animation
Rochester Institute of Technology 2004 — 2004
Continuing Ed, Printing Technologies
Fashion Institute of Technology 1976 — 1978
A.S., Illustration
Agenda Graphics, LLC February 2011 - Present
RolnickGraphics December 1990 - Present
Publishing Data Management 2001 - February 2009
Goldman Sachs - firmwide graphics dept January 2000 - June 2001
Salomon Smith Barney 1998 - 2000
Symphony Imaging 1995 - 1997
Skills
Graphic Design, Web Design, Corporate Events, Layout, InDesign, Graphics
Education
State University of New York Empire State College 2003 — 2005
B.S., Graphic Design
Parsons School of Design 2004 — 2004
Continuing Ed, Basic Flash animation
Rochester Institute of Technology 2004 — 2004
Continuing Ed, Printing Technologies
Fashion Institute of Technology 1976 — 1978
A.S., Illustration
Usman Choudhary Usman Choudhary's Salomon Smith Barney Experience 1994 - 1998
Job Senior Vice President & Chief Product Officer at ThreatTrack Security
Industry Computer Software
Experience
ThreatTrack Security Inc. January 2015 - Present
NetIQ March 2011 - December 2014
Novell April 2006 - December 2011
e-Security August 2003 - April 2006
FOLIOfn October 2000 - August 2003
Donaldson, Lufkin & Jenrette January 1999 - June 2000
Salomon Smith Barney 1994 - 1998
Skills
Enterprise Software, Cloud Computing, Security, Identity Management, SaaS, Security Management, Enterprise Architecture, Software Development, Agile Methodologies, Integration, Information Security..., Virtualization, System Architecture, Network Security, ITIL, Solution Architecture, Data Center, SDLC, Technical Leadership, IT Strategy, Community Organizing, Unix, SOA, Information Security, Linux, Professional Services, Computer Security, Perl
Education
Harvard Business School 2010 — 2010
Non-degree Certificate program, Leadership Development and Management
Rutgers University-New Brunswick 1991 — 1995
BS, Computer and Electrical Engineering
ThreatTrack Security Inc. January 2015 - Present
NetIQ March 2011 - December 2014
Novell April 2006 - December 2011
e-Security August 2003 - April 2006
FOLIOfn October 2000 - August 2003
Donaldson, Lufkin & Jenrette January 1999 - June 2000
Salomon Smith Barney 1994 - 1998
Skills
Enterprise Software, Cloud Computing, Security, Identity Management, SaaS, Security Management, Enterprise Architecture, Software Development, Agile Methodologies, Integration, Information Security..., Virtualization, System Architecture, Network Security, ITIL, Solution Architecture, Data Center, SDLC, Technical Leadership, IT Strategy, Community Organizing, Unix, SOA, Information Security, Linux, Professional Services, Computer Security, Perl
Education
Harvard Business School 2010 — 2010
Non-degree Certificate program, Leadership Development and Management
Rutgers University-New Brunswick 1991 — 1995
BS, Computer and Electrical Engineering
Gina Thompson's Salomon Smith Barney Experience January 2001 - July 2005
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
UBS February 2015 - Present
UBS July 2010 - January 2015
UBS Financial Services Inc. 2005 - September 2010
Salomon Smith Barney January 2001 - July 2005
Education
Fordham University
Melissa Margaritis Melissa Margaritis's Salomon Smith Barney Experience May 1998 - 2000
Job Teacher of Social Studies and Education at Paterson Board of Education
Industry Primary/Secondary Education
Experience
Paterson Public Schools August 2011 - Present
Paterson Public Schools September 2005 - June 2011
Ridgewood Board of Education 2001 - 2003
Wyckoff School District 2000 - 2001
Snellng Cross Staffing 1999 - 2000
Salomon Smith Barney May 1998 - 2000
Skills
Teaching, Public Speaking, Lesson Planning, Social Networking, Fundraising, Staff Development, Curriculum Development, Common Core State..., Event Planning, Leadership Development, Data Driven Instruction, Classroom Management, Differentiated..., Educational Technology, Social Studies, Technology Integration, Literacy, Professional..., Research, Curriculum Innovation, Educational Programs, Educational Assessment, Data Analysis, Curriculum Design, Management, Classroom, Training, E-Learning, Educational Leadership, Leadership, Teacher Training, Tutoring
Education
William Paterson University of New Jersey 2015 — 2017
Master’s Degree, Educational Leadership and Administration
Muhlenberg College 1994 — 1998
BA, History
Felician College 1999 — 2001
Teacher Education Certification, Education
Paterson Public Schools August 2011 - Present
Paterson Public Schools September 2005 - June 2011
Ridgewood Board of Education 2001 - 2003
Wyckoff School District 2000 - 2001
Snellng Cross Staffing 1999 - 2000
Salomon Smith Barney May 1998 - 2000
Skills
Teaching, Public Speaking, Lesson Planning, Social Networking, Fundraising, Staff Development, Curriculum Development, Common Core State..., Event Planning, Leadership Development, Data Driven Instruction, Classroom Management, Differentiated..., Educational Technology, Social Studies, Technology Integration, Literacy, Professional..., Research, Curriculum Innovation, Educational Programs, Educational Assessment, Data Analysis, Curriculum Design, Management, Classroom, Training, E-Learning, Educational Leadership, Leadership, Teacher Training, Tutoring
Education
William Paterson University of New Jersey 2015 — 2017
Master’s Degree, Educational Leadership and Administration
Muhlenberg College 1994 — 1998
BA, History
Felician College 1999 — 2001
Teacher Education Certification, Education
Katherine Hays's Salomon Smith Barney Experience 1998 - 1999
Job CEO, Vivoom, Inc. & Chairperson, GenArts, Inc.
Industry Entertainment
Experience
Vivoom July 2014 - Present
GenArts, Inc. June 2008 - Present
Massive Incorporated 2003 - 2008
Goldman Sachs 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Start-ups, Visual Effects, Advertising, Digital Media, Mobile Devices, Investments, Strategic Partnerships, Video, Mergers & Acquisitions, Strategy, Analytics, Corporate Development, E-commerce, Management, Venture Capital
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Princeton University 1994 — 1998
Bachelor of Arts (B.A.), Arts and Archaeology
Vivoom July 2014 - Present
GenArts, Inc. June 2008 - Present
Massive Incorporated 2003 - 2008
Goldman Sachs 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Start-ups, Visual Effects, Advertising, Digital Media, Mobile Devices, Investments, Strategic Partnerships, Video, Mergers & Acquisitions, Strategy, Analytics, Corporate Development, E-commerce, Management, Venture Capital
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Princeton University 1994 — 1998
Bachelor of Arts (B.A.), Arts and Archaeology
Joseph Mocniak Jr., CFP®, MBA's Salomon Smith Barney Experience 1992 - 1999
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 1999 - Present
Salomon Smith Barney 1992 - 1999
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finance
Villanova University 1986 — 1990
Bachelor of Arts (BA), Economics
Ameriprise Financial Services, Inc. 1999 - Present
Salomon Smith Barney 1992 - 1999
Education
Fordham University 1996 — 2000
Master of Business Administration (MBA), Finance
Villanova University 1986 — 1990
Bachelor of Arts (BA), Economics
Ronald Parker Ronald Parker's Salomon Smith Barney Experience 2000 - 2001
Job Consultant and Systems Integrator.
Industry Information Technology and Services
Experience
OLASS Inc. 1985 - Present
Citigroup 2005 - 2006
Salomon Smith Barney 2000 - 2001
Mellon Investor Services 1994 - 1999
United Water Resources 1993 - 1994
Public Service Electric & Gas 1989 - 1993
First Boston Corporation 1984 - 1989
Manufacturers Hanover Trust 1980 - 1983
Cadbury Schweppes Ltd, England. 1978 - 1980
Department of Health and Social Security, England 1974 - 1977
Education
Northumbria University 1975 — 1977
Computer Science
BOCES
OLASS Inc. 1985 - Present
Citigroup 2005 - 2006
Salomon Smith Barney 2000 - 2001
Mellon Investor Services 1994 - 1999
United Water Resources 1993 - 1994
Public Service Electric & Gas 1989 - 1993
First Boston Corporation 1984 - 1989
Manufacturers Hanover Trust 1980 - 1983
Cadbury Schweppes Ltd, England. 1978 - 1980
Department of Health and Social Security, England 1974 - 1977
Education
Northumbria University 1975 — 1977
Computer Science
BOCES
Scott Reardon Scott Reardon's Salomon Smith Barney Experience June 1996 - June 1999
Job Treasurer at Zayo Group
Industry Telecommunications
Experience
Zayo Group June 2012 - Present
Zayo Group November 2011 - June 2012
Zayo Group May 2010 - November 2011
Level 3 Communications January 2008 - May 2010
Level 3 Communications January 2007 - January 2008
Trail Kids Inc. January 2005 - July 2007
Level 3 Communications June 2003 - January 2005
Level 3 Communications June 2001 - June 2003
Salomon Smith Barney June 1996 - June 1999
Skills
Mergers, Telecommunications, Corporate Development, Financial Modeling, Product Management, Start-ups, Business Strategy, Financial Analysis, Competitive Analysis, Strategic Partnerships, Business Development, Strategy, Strategic Planning, Due Diligence, Cross-functional Team..., Acquisition Integration, Forecasting, Venture Capital, SaaS, Project Management
Education
The Tuck School of Business at Dartmouth 1999 — 2001
Georgetown University 1992 — 1996
Bachelors of Science, International Economics
Phillips Exeter Academy 1989 — 1992
Zayo Group June 2012 - Present
Zayo Group November 2011 - June 2012
Zayo Group May 2010 - November 2011
Level 3 Communications January 2008 - May 2010
Level 3 Communications January 2007 - January 2008
Trail Kids Inc. January 2005 - July 2007
Level 3 Communications June 2003 - January 2005
Level 3 Communications June 2001 - June 2003
Salomon Smith Barney June 1996 - June 1999
Skills
Mergers, Telecommunications, Corporate Development, Financial Modeling, Product Management, Start-ups, Business Strategy, Financial Analysis, Competitive Analysis, Strategic Partnerships, Business Development, Strategy, Strategic Planning, Due Diligence, Cross-functional Team..., Acquisition Integration, Forecasting, Venture Capital, SaaS, Project Management
Education
The Tuck School of Business at Dartmouth 1999 — 2001
Georgetown University 1992 — 1996
Bachelors of Science, International Economics
Phillips Exeter Academy 1989 — 1992
Jena Knox Jena Knox's Salomon Smith Barney Experience July 1999 - July 2001
Job Middle and High School Math Tutor
Industry Primary/Secondary Education
Experience
Thirty-One Gifts January 2013 - November 2013
Bridges Academy August 2003 - December 2010
Mill Springs Academy September 2001 - June 2003
Salomon Smith Barney July 1999 - July 2001
Skills
Teaching, Geometry, Curriculum Design
Education
Emory University 1995 — 1999
B.A., Computer Science, Religion
Norfolk Academy
Thirty-One Gifts January 2013 - November 2013
Bridges Academy August 2003 - December 2010
Mill Springs Academy September 2001 - June 2003
Salomon Smith Barney July 1999 - July 2001
Skills
Teaching, Geometry, Curriculum Design
Education
Emory University 1995 — 1999
B.A., Computer Science, Religion
Norfolk Academy
Sangeeta Chani Sangeeta Chani's Salomon Smith Barney Experience 2001 - 2002
Job Quality Assurance Analyst at 3M
Industry Information Services
Experience
3M Health Information Systems 2005 - Present
Medidata Solutions 2003 - 2005
SynaMed 2002 - 2003
Salomon Smith Barney 2001 - 2002
Skills
SDLC, Quality Assurance, Project Management, Strategic Planning, Metrics, Data Management, Software Documentation, Requirements Analysis, Six Sigma, Process Improvement, Testing, Test Automation, Agile Methodologies, Databases, Visio, Software Project..., Management, SQL, Software Quality...
Education
Fairleigh Dickinson University 2007 — 2008
MS, Management Information Systems
Stony Brook University 1995 — 2000
BS, Management Information Systems
3M Health Information Systems 2005 - Present
Medidata Solutions 2003 - 2005
SynaMed 2002 - 2003
Salomon Smith Barney 2001 - 2002
Skills
SDLC, Quality Assurance, Project Management, Strategic Planning, Metrics, Data Management, Software Documentation, Requirements Analysis, Six Sigma, Process Improvement, Testing, Test Automation, Agile Methodologies, Databases, Visio, Software Project..., Management, SQL, Software Quality...
Education
Fairleigh Dickinson University 2007 — 2008
MS, Management Information Systems
Stony Brook University 1995 — 2000
BS, Management Information Systems
Geoffrey Stoner Geoffrey Stoner's Salomon Smith Barney Experience January 1997 - January 2000
Job Technology Consultant
Industry Consumer Services
Experience
OATS (Older Adult Technology Services) May 2010 - Present
The American Place Theatre December 2009 - Present
Montefiore Corp. October 2009 - April 2010
Citigroup January 2002 - January 2008
SMITH BARNEY, HARRIS UPHAM AND CO January 2000 - January 2002
Salomon Smith Barney January 1997 - January 2000
Salomon Smith Barney January 1995 - January 1997
Goldman Sachs and Co January 1989 - January 1995
Goldman Sachs January 1986 - January 1988
Education
Fordham University
BA Comparative, Literature
OATS (Older Adult Technology Services) May 2010 - Present
The American Place Theatre December 2009 - Present
Montefiore Corp. October 2009 - April 2010
Citigroup January 2002 - January 2008
SMITH BARNEY, HARRIS UPHAM AND CO January 2000 - January 2002
Salomon Smith Barney January 1997 - January 2000
Salomon Smith Barney January 1995 - January 1997
Goldman Sachs and Co January 1989 - January 1995
Goldman Sachs January 1986 - January 1988
Education
Fordham University
BA Comparative, Literature
Robert Clappi's Salomon Smith Barney Experience April 1999 - July 2004
Job Fixed Income Trader at Charles Schwab
Industry Banking
Experience
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
Charles Schwab April 2015 - Present
Citi August 2004 - April 2015
Salomon Smith Barney April 1999 - July 2004
Salomon Brothers October 1996 - March 1999
Gruntal & Company February 1996 - August 1996
Paloma Partners August 1994 - January 1996
Skills
Bank Funding, Fixed Income Trading, Inventory Management, Series 7, Series 63, Series 3, FINRA, Fixed Income, Capital Markets, Banking, Certificates of Deposit, Pricing, Dealer Relationships
Education
Fordham Gabelli School of Business 1999 — 2002
MBA, Finance
Fairfield University 1990 — 1994
BS, Finance
John Porter John Porter's Salomon Smith Barney Experience June 1998 - December 1999
Job
Industry Financial Services
Experience
AffiniPay 2005 - Present
Arabella Capital January 2008 - Present
Arabella Securities January 2004 - September 2007
Luminex Corporation December 1999 - January 2004
Salomon Smith Barney June 1998 - December 1999
Skills
Banking
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance
Tulane University 1994 — 1998
MS, Chemistry
Hampden-Sydney College 1990 — 1994
BS, Chemistry
AffiniPay 2005 - Present
Arabella Capital January 2008 - Present
Arabella Securities January 2004 - September 2007
Luminex Corporation December 1999 - January 2004
Salomon Smith Barney June 1998 - December 1999
Skills
Banking
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance
Tulane University 1994 — 1998
MS, Chemistry
Hampden-Sydney College 1990 — 1994
BS, Chemistry
George Delardi George Delardi's Salomon Smith Barney Experience 1996 - April 2000
Job Director Electronic Trading Technology at Barclays
Industry Financial Services
Experience
Barclays April 2013 - Present
BNY ConvergEx December 2009 - April 2013
NYFIX May 2007 - December 2009
American Stock Exchange May 2006 - May 2007
NYFIX April 2000 - May 2007
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Education
Fordham University 1986 — 1990
Barclays April 2013 - Present
BNY ConvergEx December 2009 - April 2013
NYFIX May 2007 - December 2009
American Stock Exchange May 2006 - May 2007
NYFIX April 2000 - May 2007
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Education
Fordham University 1986 — 1990
Darrell Rogers Darrell Rogers's Salomon Smith Barney Experience July 1997 - July 1999
Job Relationship Manager Global Content Licensing Group at Moody's Analytics
Industry Marketing and Advertising
Experience
Moody's Analytics March 2011 - Present
DRR Professional Services August 2008 - Present
Ambac July 2002 - February 2008
CNN Sports Illustrated Interactive January 2000 - August 2001
Salomon Smith Barney July 1997 - July 1999
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Relationship Management
Education
Hampton University 1993 — 1997
B.S., Finance
Parsippany Hills High School 1989 — 1993
H.S. Diploma
Moody's Analytics March 2011 - Present
DRR Professional Services August 2008 - Present
Ambac July 2002 - February 2008
CNN Sports Illustrated Interactive January 2000 - August 2001
Salomon Smith Barney July 1997 - July 1999
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Relationship Management
Education
Hampton University 1993 — 1997
B.S., Finance
Parsippany Hills High School 1989 — 1993
H.S. Diploma
Dwaine Williamson Dwaine Williamson's Salomon Smith Barney Experience March 2001 - February 2003
Job Attorney at Law at The Williamson Law Firm, LLC
Industry Law Practice
Experience
The Williamson Law Firm, LLC January 2010 - Present
Ponder & Williamson, LLP November 2007 - January 2010
Salomon Smith Barney March 2001 - February 2003
QDEN.com November 1999 - March 2001
Merrill Lynch July 1993 - November 1999
Skills
Litigation, Legal Research, Civil Litigation, Appeals, Legal Writing, Courts, Westlaw, Corporate Governance, Commercial Litigation, Real Estate Transactions, Criminal Defense, Trials, Criminal Law, Wills, Personal Injury, Family Law
Education
Rutgers University School of Law - Newark 2003 — 2007
Juris Doctor, Law
Georgetown University 1989 — 1993
Bachelor of Science in Foreign Service, International Politics
Trenton Central High School 1986 — 1989
The Williamson Law Firm, LLC January 2010 - Present
Ponder & Williamson, LLP November 2007 - January 2010
Salomon Smith Barney March 2001 - February 2003
QDEN.com November 1999 - March 2001
Merrill Lynch July 1993 - November 1999
Skills
Litigation, Legal Research, Civil Litigation, Appeals, Legal Writing, Courts, Westlaw, Corporate Governance, Commercial Litigation, Real Estate Transactions, Criminal Defense, Trials, Criminal Law, Wills, Personal Injury, Family Law
Education
Rutgers University School of Law - Newark 2003 — 2007
Juris Doctor, Law
Georgetown University 1989 — 1993
Bachelor of Science in Foreign Service, International Politics
Trenton Central High School 1986 — 1989
Steve Rycroft Steve Rycroft's Salomon Smith Barney Experience May 1994 - November 2000
Job Financial Services Executive Enterprise Architecture, Data Management, and Application Development
Industry Banking
Experience
JP Morgan Chase November 2010 - September 2014
Citigroup December 2006 - November 2010
Citigroup December 2000 - November 2006
Salomon Smith Barney May 1994 - November 2000
Deutsche Bank June 1993 - May 1994
Lehman Brothers 1986 - 1993
Reserve Management Corp 1985 - 1986
AIG 1983 - 1985
Skills
Back Office, Trading Systems, Market Data, Fixed Income, Equities, Capital Markets, Electronic Trading, Derivatives, Investment Banking, Prime Brokerage, Reference Data, SDLC, Risk Management, Equity Derivatives, Financial Services, Business Analysis, Operational Risk..., Banking, Trading, Securities, Operational Risk, Vendor Management, Cash Management, Hedge Funds, Financial Risk, Portfolio Management, Financial Markets, FX Options, Options, AML, Equity Trading, Asset Management, SWIFT payments, Settlement, Market Risk, Funding
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
Rutherford High School 1975 — 1979
High School Diploma
JP Morgan Chase November 2010 - September 2014
Citigroup December 2006 - November 2010
Citigroup December 2000 - November 2006
Salomon Smith Barney May 1994 - November 2000
Deutsche Bank June 1993 - May 1994
Lehman Brothers 1986 - 1993
Reserve Management Corp 1985 - 1986
AIG 1983 - 1985
Skills
Back Office, Trading Systems, Market Data, Fixed Income, Equities, Capital Markets, Electronic Trading, Derivatives, Investment Banking, Prime Brokerage, Reference Data, SDLC, Risk Management, Equity Derivatives, Financial Services, Business Analysis, Operational Risk..., Banking, Trading, Securities, Operational Risk, Vendor Management, Cash Management, Hedge Funds, Financial Risk, Portfolio Management, Financial Markets, FX Options, Options, AML, Equity Trading, Asset Management, SWIFT payments, Settlement, Market Risk, Funding
Education
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
Rutherford High School 1975 — 1979
High School Diploma
Jim Leman Jim Leman's Salomon Smith Barney Experience 1997 - 2003
Job Senior Advisor at Eleven Canterbury
Industry Management Consulting
Experience
James T. Leman & Associates May 2013 - Present
Eleven Canterbury 2013 - Present
Westwater Corp January 2007 - May 2013
Algorithmic Trading Management 2010 - 2011
Fix Protocol Community 1995 - 2009
HSBC Securities (USA) Inc. May 2005 - October 2006
Sungard/Brass 2004 - 2005
Citigroup May 1981 - January 2004
Citigroup Global Markets Inc 1998 - 2003
Salomon Smith Barney 1997 - 2003
Skills
Middle Office, Equities, Trading Systems, Electronic Trading, Trading, FIX, Options, Securities, Commodity, Fixed Income, Equity Trading, Capital Markets, Prime Brokerage, Investments, Hedge Funds, Financial Markets, Derivatives, FINRA, Asset Management, Investment Banking, Back Office, Foreign Exchange, FX Options, Equity Derivatives, Market Data, Bloomberg, Alternative Investments, Emerging Markets, Portfolio Management, Management Consulting, Financial Risk
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
MBA Financial Management
Saint Peter's University 1964 — 1968
BS, Accounting
Saint Peter's University 1964 — 1968
Bachelor of Science (BS), Accounting
James T. Leman & Associates May 2013 - Present
Eleven Canterbury 2013 - Present
Westwater Corp January 2007 - May 2013
Algorithmic Trading Management 2010 - 2011
Fix Protocol Community 1995 - 2009
HSBC Securities (USA) Inc. May 2005 - October 2006
Sungard/Brass 2004 - 2005
Citigroup May 1981 - January 2004
Citigroup Global Markets Inc 1998 - 2003
Salomon Smith Barney 1997 - 2003
Skills
Middle Office, Equities, Trading Systems, Electronic Trading, Trading, FIX, Options, Securities, Commodity, Fixed Income, Equity Trading, Capital Markets, Prime Brokerage, Investments, Hedge Funds, Financial Markets, Derivatives, FINRA, Asset Management, Investment Banking, Back Office, Foreign Exchange, FX Options, Equity Derivatives, Market Data, Bloomberg, Alternative Investments, Emerging Markets, Portfolio Management, Management Consulting, Financial Risk
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
MBA Financial Management
Saint Peter's University 1964 — 1968
BS, Accounting
Saint Peter's University 1964 — 1968
Bachelor of Science (BS), Accounting
Mo Ramani Mo Ramani's Salomon Smith Barney Experience June 2000 - August 2000
Job Executive Vice President at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation October 2013 - Present
Goldman Sachs October 2009 - September 2013
Bank of America Merrill Lynch January 2007 - October 2009
Banc of America Securities January 2005 - January 2007
Banc of America Securities July 2001 - January 2005
Salomon Smith Barney June 2000 - August 2000
PARIBAS July 1997 - August 1999
Bank of America June 1996 - July 1997
Skills
Portfolio Management, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Risk Management, Credit Analysis, Credit, Structured Finance, Asset Management, Financial Risk, Finance, Leadership, LBO, Banking, Restructuring, Fixed Income, Venture Capital, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
M.B.A., Finance and Accounting
Florida State University 1991 — 1995
Bachelor of Science, Finance and Management
Christopher Columbus High School (Miami) 1987 — 1991
Regions Financial Corporation October 2013 - Present
Goldman Sachs October 2009 - September 2013
Bank of America Merrill Lynch January 2007 - October 2009
Banc of America Securities January 2005 - January 2007
Banc of America Securities July 2001 - January 2005
Salomon Smith Barney June 2000 - August 2000
PARIBAS July 1997 - August 1999
Bank of America June 1996 - July 1997
Skills
Portfolio Management, Investments, Leveraged Finance, Mergers & Acquisitions, Capital Markets, Risk Management, Credit Analysis, Credit, Structured Finance, Asset Management, Financial Risk, Finance, Leadership, LBO, Banking, Restructuring, Fixed Income, Venture Capital, Investment Banking, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
M.B.A., Finance and Accounting
Florida State University 1991 — 1995
Bachelor of Science, Finance and Management
Christopher Columbus High School (Miami) 1987 — 1991
Iosef Cohen's Salomon Smith Barney Experience May 2000 - March 2001
Job Inside Territory Account Manager at Avaya
Industry Information Technology and Services
Experience
Avaya August 2015 - Present
Intcomex Miami May 2007 - July 2015
Digital World March 2001 - May 2007
Salomon Smith Barney May 2000 - March 2001
Skills
Fluent in English,..., Establish great..., Proficient in MS office..., International Sales, Solution Selling, Sales Management, Sales Operations, Product Marketing, Channel Partners, Sales, Account Management, Product Management, Key Account Management, Team Leadership, New Business Development, Marketing Strategy, Business Strategy, Negotiation
Education
Florida International University 1998 — 2002
Bachelor’s Degree, International Business
Avaya August 2015 - Present
Intcomex Miami May 2007 - July 2015
Digital World March 2001 - May 2007
Salomon Smith Barney May 2000 - March 2001
Skills
Fluent in English,..., Establish great..., Proficient in MS office..., International Sales, Solution Selling, Sales Management, Sales Operations, Product Marketing, Channel Partners, Sales, Account Management, Product Management, Key Account Management, Team Leadership, New Business Development, Marketing Strategy, Business Strategy, Negotiation
Education
Florida International University 1998 — 2002
Bachelor’s Degree, International Business
Henrique Gregorio Henrique Gregorio's Salomon Smith Barney Experience 2001 - 2005
Job Economist and Consultant
Industry International Affairs
Experience
Economist and Consultant June 2013 - Present
Espirito Santo Bank 2008 - 2013
UBS Wealth Management 2006 - 2008
SALOMON SMITH BARNEY 2001 - 2005
Merrill Lynch 1993 - 2001
Republic National Bank of N.Y. (Safra) 1989 - 1993
Chemical Bank 1987 - 1989
Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management
Education
Georgetown University
Bachelor's Degree, Finance
Liceu Luis de Camoes
High School
Economist and Consultant June 2013 - Present
Espirito Santo Bank 2008 - 2013
UBS Wealth Management 2006 - 2008
SALOMON SMITH BARNEY 2001 - 2005
Merrill Lynch 1993 - 2001
Republic National Bank of N.Y. (Safra) 1989 - 1993
Chemical Bank 1987 - 1989
Skills
International Banking..., International Business, International Marketing, Private Banking, Retail Banking, Central Banks, Commodity Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Financial Risk, Market Risk, Geopolitics, American History, European History, Latin American culture, Latin American markets, European Markets, European Affairs, Political Economy, International Political..., Crisis Management, Structural Firefighting, Spanish Translation, Portuguese, Spanish, French, Broker-Dealer, Retail Brokerage, Market Research, Investment Research, Business Strategy, Current Affairs, Foreign Currency..., Commercial Real Estate, Market Analysis, Public Speaking, European Union, European Union Politics, Asset Management
Education
Georgetown University
Bachelor's Degree, Finance
Liceu Luis de Camoes
High School
Judith Miranda Richards's Salomon Smith Barney Experience January 1997 - January 1998
Job Senior Software Engineer at Crestron Electronics
Industry Computer Software
Experience
Crestron Electronics May 2010 - Present
I want Zumba August 2009 - Present
Marathon Data Systems, LLC April 2008 - August 2009
Rave Wireless 2004 - February 2008
Miranda Teas September 2001 - 2005
VR Data Systems January 2003 - May 2004
Salsa Wireless, Inc June 1999 - October 2002
Proxicom, Inc February 1999 - March 2002
Credit Agricole Indosuez Bank February 1998 - February 1999
Salomon Smith Barney January 1997 - January 1998
Skills
C++, C#, Windows CE, XML, Software Development, Web Services, Mobile Devices, Management, Testing, Java, SQL, JavaScript, HTML, MySQL, AJAX, CSS, .NET, Visual Basic, Eclipse, Microsoft SQL Server, Databases, Agile Methodologies, Android, Programming, Software Project..., Software Design, Integration, Software Engineering, Perl, Mobile Applications, Visual Studio, ASP.NET, Oracle, Visio, Architecture, Windows, Architectures, Quality Assurance, Web Applications, Project Management, Objective-C, Subversion, Linux, Web Development
Education
Florida International University 1994 — 1996
BS, Computer Science
ISPJAE 1989 — 1992
BS, Industrial Engineering
Crestron Electronics May 2010 - Present
I want Zumba August 2009 - Present
Marathon Data Systems, LLC April 2008 - August 2009
Rave Wireless 2004 - February 2008
Miranda Teas September 2001 - 2005
VR Data Systems January 2003 - May 2004
Salsa Wireless, Inc June 1999 - October 2002
Proxicom, Inc February 1999 - March 2002
Credit Agricole Indosuez Bank February 1998 - February 1999
Salomon Smith Barney January 1997 - January 1998
Skills
C++, C#, Windows CE, XML, Software Development, Web Services, Mobile Devices, Management, Testing, Java, SQL, JavaScript, HTML, MySQL, AJAX, CSS, .NET, Visual Basic, Eclipse, Microsoft SQL Server, Databases, Agile Methodologies, Android, Programming, Software Project..., Software Design, Integration, Software Engineering, Perl, Mobile Applications, Visual Studio, ASP.NET, Oracle, Visio, Architecture, Windows, Architectures, Quality Assurance, Web Applications, Project Management, Objective-C, Subversion, Linux, Web Development
Education
Florida International University 1994 — 1996
BS, Computer Science
ISPJAE 1989 — 1992
BS, Industrial Engineering
Jennifer Ziehe, CFA, CAIA's Salomon Smith Barney Experience September 2000 - May 2001
Job Global Alternative Investment & Derivatives Sales; Business Development & Strategy Global Hedge Funds & Asset Managers
Industry Financial Services
Experience
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
CME Group August 2011 - Present
Triliad Securities July 2010 - August 2011
Merrill Lynch July 2006 - January 2009
AllianceBernstein April 2005 - April 2006
Dreman Value Management 2004 - 2005
Merrill Lynch 2001 - 2004
Salomon Smith Barney September 2000 - May 2001
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Investments, Series 7, Bloomberg, Derivatives, Trading, Portfolio Management, Asset Management, Asset Allocation, Securities, Investment Banking, Finance
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance & Int'l Business
The Chinese University of Hong Kong 1999 — 2000
International Asian Studies Programme, Chinese Studies & Mandarin Chinese
Brett Sandler Brett Sandler's Salomon Smith Barney Experience 2001 - 2001
Job Diamond Merchants & Fine Jewelry
Industry Luxury Goods & Jewelry
Experience
Milner Diamond Merchants (House of Milner) November 2011 - Present
Carriage House Condominium Association March 2009 - Present
Profit Marketing Inc. July 2002 - November 2011
24/7 Real Media January 2001 - August 2001
Salomon Smith Barney 2001 - 2001
Skills
Marketing, Business Development, Marketing Strategy, New Business Development, Diamonds, Direct Mail Programs, Direct Mail, Jewelry, Designer Jewelry, Precious Metals, Gemology, Diamond Grading, Diamond Jewelry, Estate Jewelry, Luxury Goods, Customer Service, Sales
Education
Gemological Institute of America 2011 — 2015
GIA Diamonds Graduate, Gemology
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Bachelor of Science, Marketing & Finance
William Tennent High School 1994 — 1998
Graduated with honors
Milner Diamond Merchants (House of Milner) November 2011 - Present
Carriage House Condominium Association March 2009 - Present
Profit Marketing Inc. July 2002 - November 2011
24/7 Real Media January 2001 - August 2001
Salomon Smith Barney 2001 - 2001
Skills
Marketing, Business Development, Marketing Strategy, New Business Development, Diamonds, Direct Mail Programs, Direct Mail, Jewelry, Designer Jewelry, Precious Metals, Gemology, Diamond Grading, Diamond Jewelry, Estate Jewelry, Luxury Goods, Customer Service, Sales
Education
Gemological Institute of America 2011 — 2015
GIA Diamonds Graduate, Gemology
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Bachelor of Science, Marketing & Finance
William Tennent High School 1994 — 1998
Graduated with honors
Mark Katibian Mark Katibian's Salomon Smith Barney Experience May 1996 - September 1999
Job
Industry Financial Services
Experience
Windham Board Of Education August 2005 - Present
WingspanBank.com September 1999 - August 2001
SALOMON SMITH BARNEY May 1996 - September 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, HTML, Budgets, Training, Teaching, Outlook, Photoshop, Public Speaking
Education
Duke University 1992 — 1995
Bachelor's degree, Economics, 3.6
Windham Board Of Education August 2005 - Present
WingspanBank.com September 1999 - August 2001
SALOMON SMITH BARNEY May 1996 - September 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, HTML, Budgets, Training, Teaching, Outlook, Photoshop, Public Speaking
Education
Duke University 1992 — 1995
Bachelor's degree, Economics, 3.6
William Watts William Watts's Salomon Smith Barney Experience January 1997 - January 1999
Job Director of Operations
Industry Management Consulting
Experience
Dunia Frontier Consultants January 2010 - Present
Bayt.com January 2009 - December 2009
Sun Microsystems October 2005 - August 2008
Storage Technology Corp July 2000 - October 2005
StorageTek February 1999 - June 2000
Salomon Smith Barney January 1997 - January 1999
Genesis Merchant Group Securities January 1996 - January 1997
Port Authority of New York and New Jersey August 1993 - December 1995
Skills
Business Development, Financial Analysis, Corporate Development, P&L Responsibility, Business Strategy, Strategy, Management
Education
Georgetown University 1991 — 1993
MSFS
Stanford University 1986 — 1990
BA
Dunia Frontier Consultants January 2010 - Present
Bayt.com January 2009 - December 2009
Sun Microsystems October 2005 - August 2008
Storage Technology Corp July 2000 - October 2005
StorageTek February 1999 - June 2000
Salomon Smith Barney January 1997 - January 1999
Genesis Merchant Group Securities January 1996 - January 1997
Port Authority of New York and New Jersey August 1993 - December 1995
Skills
Business Development, Financial Analysis, Corporate Development, P&L Responsibility, Business Strategy, Strategy, Management
Education
Georgetown University 1991 — 1993
MSFS
Stanford University 1986 — 1990
BA
Anna Santeramo Anna Santeramo's Salomon Smith Barney Experience October 2002 - March 2004
Job CoFounder & CEO at StyleBee (YCS15)
Industry Internet
Experience
STYLEBEE (YCS15) January 2013 - Present
Skadden Arps May 2006 - September 2009
Fried Frank September 2005 - December 2006
Salomon Smith Barney October 2002 - March 2004
Banca Intesa 1999 - July 2002
Skills
Venture Capital, Private Equity, Start-ups, Corporate Law, Mergers, Web Development, Web Design, Intellectual Property, Mergers & Acquisitions, Joint Ventures, Entrepreneurship, Strategic Partnerships, E-commerce, Corporate Development, Due Diligence, Start-up, Venture capital
Education
Harvard Law School 2004 — 2005
LLM, Corporate Law and Economics
Università di Modena 2001 — 2002
MA, Finance and Accounting
SFDR Representative in UK 2001 — 2001
Securities and Futures Authority, UK, financial derivatives and futures
LUISS Guido Carli University 1994 — 1999
BA, Law and Economics
University College Cork 1996 — 1997
BA, Law, Economics, International Trade and Economics
STYLEBEE (YCS15) January 2013 - Present
Skadden Arps May 2006 - September 2009
Fried Frank September 2005 - December 2006
Salomon Smith Barney October 2002 - March 2004
Banca Intesa 1999 - July 2002
Skills
Venture Capital, Private Equity, Start-ups, Corporate Law, Mergers, Web Development, Web Design, Intellectual Property, Mergers & Acquisitions, Joint Ventures, Entrepreneurship, Strategic Partnerships, E-commerce, Corporate Development, Due Diligence, Start-up, Venture capital
Education
Harvard Law School 2004 — 2005
LLM, Corporate Law and Economics
Università di Modena 2001 — 2002
MA, Finance and Accounting
SFDR Representative in UK 2001 — 2001
Securities and Futures Authority, UK, financial derivatives and futures
LUISS Guido Carli University 1994 — 1999
BA, Law and Economics
University College Cork 1996 — 1997
BA, Law, Economics, International Trade and Economics
Michael Rogozinski Michael Rogozinski's Salomon Smith Barney Experience 1997 - 1998
Job Executive Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities DirectorMerrill Lynch1998 - 2009
Salomon Smith Barney 1997 - 1998
United States Marine Corps October 1987 - September 1991
Skills
Fixed Income, Equities, Securities, Financial Risk, Capital Markets, Trading, Series 7, Alternative Investments, Investment Banking, Financial Markets, Credit Derivatives, Asset Management, Derivatives, Risk Management, Trading Systems, Bloomberg, Banking, Emerging Markets, Hedge Funds, Bonds
Education
Fordham University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance, General
Nomura Securities DirectorMerrill Lynch1998 - 2009
Salomon Smith Barney 1997 - 1998
United States Marine Corps October 1987 - September 1991
Skills
Fixed Income, Equities, Securities, Financial Risk, Capital Markets, Trading, Series 7, Alternative Investments, Investment Banking, Financial Markets, Credit Derivatives, Asset Management, Derivatives, Risk Management, Trading Systems, Bloomberg, Banking, Emerging Markets, Hedge Funds, Bonds
Education
Fordham University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance, General
Chip Grace Chip Grace's Salomon Smith Barney Experience 1996 - 1998
Job Partner at May River Capital, LLC
Industry Venture Capital & Private Equity
Experience
May River Capital, LLC December 2011 - Present
Wynnchurch Capital March 2000 - March 2011
GE Capital 1999 - 1999
Salomon Smith Barney 1996 - 1998
A.G. Edwards 1994 - 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
M.B.A.
Duke University 1990 — 1994
B.A.
John Burroughs School 1983 — 1990
May River Capital, LLC December 2011 - Present
Wynnchurch Capital March 2000 - March 2011
GE Capital 1999 - 1999
Salomon Smith Barney 1996 - 1998
A.G. Edwards 1994 - 1996
Education
The University of Chicago Booth School of Business 1998 — 2000
M.B.A.
Duke University 1990 — 1994
B.A.
John Burroughs School 1983 — 1990
Joanne Malgiero's Salomon Smith Barney Experience September 2000 - May 2003
Job Membership & Annual Giving Coordinator at Delaware Nature Society
Industry Nonprofit Organization Management
Experience
Delaware Nature Society May 2003 - Present
Southern Wine & Spirits September 2010 - Present
Salomon Smith Barney September 2000 - May 2003
Deloitte January 1999 - September 2000
Skills
Fundraising, Event Management, Event Planning, Access, Nonprofits, Sales, Human Resources, Microsoft Excel, Social Networking, Community Outreach, Volunteer Management, Public Relations, Project Management, Social Media, Membership Development, Microsoft SQL Server, Ad Hoc Reporting, Crystal Reports, Informz, iMIS, HRIS Database Management, PowerPoint, Direct Mail Campaigns, CRM Databases
Education
Wesley College 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Goldey Beacom College
Delaware Nature Society May 2003 - Present
Southern Wine & Spirits September 2010 - Present
Salomon Smith Barney September 2000 - May 2003
Deloitte January 1999 - September 2000
Skills
Fundraising, Event Management, Event Planning, Access, Nonprofits, Sales, Human Resources, Microsoft Excel, Social Networking, Community Outreach, Volunteer Management, Public Relations, Project Management, Social Media, Membership Development, Microsoft SQL Server, Ad Hoc Reporting, Crystal Reports, Informz, iMIS, HRIS Database Management, PowerPoint, Direct Mail Campaigns, CRM Databases
Education
Wesley College 1999 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Goldey Beacom College
Lauren De Angelis Lauren De Angelis's Salomon Smith Barney Experience 1999 - 2000
Job Business Analyst Consultant
Industry Financial Services
Experience
Capco July 2013 - July 2014
J.P. Morgan Clearing Corp. 2010 - 2012
Pershing, LLC 2005 - 2010
Wexford Clearing Services LLC 2000 - 2004
Salomon Smith Barney 1999 - 2000
Joseph Charles & Associates 1994 - 1999
Sovereign Equity Management 1992 - 1994
Skills
Series 7, Securities, Series 63, Trading, Financial Services, Bloomberg, Hedge Funds, Client Relations Skills, Client Visits, Project Management, Trading Operations, Options, Fixed Income, Operations Management, Mutual Funds, International Exchange, Compliance, Clearing, Institutional Relations, Banking, Prime Brokerage, Product Management, Equities, Business Analysis, Alternative Investments, Asset Management, Portfolio Management, Back Office, Settlement, AML, Equity Trading, Relationship Management, Bonds, Series 24, Electronic Trading, Investment Banking, Wealth Management, FX Options, Corporate Actions, FINRA, Investments, Equity Derivatives, Market Data, Global Custody, Securities Lending, ETFs, Fund Of Funds, Asset Allocation, Investment Advisory, Employee Training
Education
Florida Atlantic University 1994 — 1998
BA, Business Adminstration
Capco July 2013 - July 2014
J.P. Morgan Clearing Corp. 2010 - 2012
Pershing, LLC 2005 - 2010
Wexford Clearing Services LLC 2000 - 2004
Salomon Smith Barney 1999 - 2000
Joseph Charles & Associates 1994 - 1999
Sovereign Equity Management 1992 - 1994
Skills
Series 7, Securities, Series 63, Trading, Financial Services, Bloomberg, Hedge Funds, Client Relations Skills, Client Visits, Project Management, Trading Operations, Options, Fixed Income, Operations Management, Mutual Funds, International Exchange, Compliance, Clearing, Institutional Relations, Banking, Prime Brokerage, Product Management, Equities, Business Analysis, Alternative Investments, Asset Management, Portfolio Management, Back Office, Settlement, AML, Equity Trading, Relationship Management, Bonds, Series 24, Electronic Trading, Investment Banking, Wealth Management, FX Options, Corporate Actions, FINRA, Investments, Equity Derivatives, Market Data, Global Custody, Securities Lending, ETFs, Fund Of Funds, Asset Allocation, Investment Advisory, Employee Training
Education
Florida Atlantic University 1994 — 1998
BA, Business Adminstration
Timothy Siemers Timothy Siemers's Salomon Smith Barney Experience 1994 - 1998
Job Director of Marketing at DC International
Industry Retail
Experience
The Cover Store October 2012 - Present
Leatherology October 2012 - Present
DC International October 2012 - Present
SHOEBACCA.com June 2010 - September 2012
Five Grapes, LLC August 2009 - April 2010
CREATETHE GROUP September 2008 - July 2009
Neiman Marcus Direct March 2006 - July 2008
GSW, LLC 2003 - March 2006
Myplay, Inc. 1999 - 2002
Salomon Smith Barney 1994 - 1998
Skills
Email Marketing, Web Analytics, PPC, Marketing Strategy, P&L Management, E-commerce, Strategic Partnerships, Google Analytics, Multi-channel Marketing, Strategic Planning, Online Marketing, Digital Marketing, CRM
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Marketing
Emory University 1989 — 1994
BBA, Finance
Greenhill School 1981 — 1989
High School Diploma
The Cover Store October 2012 - Present
Leatherology October 2012 - Present
DC International October 2012 - Present
SHOEBACCA.com June 2010 - September 2012
Five Grapes, LLC August 2009 - April 2010
CREATETHE GROUP September 2008 - July 2009
Neiman Marcus Direct March 2006 - July 2008
GSW, LLC 2003 - March 2006
Myplay, Inc. 1999 - 2002
Salomon Smith Barney 1994 - 1998
Skills
Email Marketing, Web Analytics, PPC, Marketing Strategy, P&L Management, E-commerce, Strategic Partnerships, Google Analytics, Multi-channel Marketing, Strategic Planning, Online Marketing, Digital Marketing, CRM
Education
Emory University - Goizueta Business School 1998 — 1999
MBA, Marketing
Emory University 1989 — 1994
BBA, Finance
Greenhill School 1981 — 1989
High School Diploma
Jillian Kotler Jillian Kotler's Salomon Smith Barney Experience May 2009 - August 2009
Job Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC June 2013 - June 2015
PwC July 2011 - June 2013
PricewaterhouseCoopers September 2010 - July 2011
PricewaterhouseCoopers June 2009 - August 2009
Salomon Smith Barney May 2009 - August 2009
Education
Emory University 2006 — 2010
Emory University - Goizueta Business School 2006 — 2010
BBA, Accounting, Finance
PwC July 2015 - Present
PwC June 2013 - June 2015
PwC July 2011 - June 2013
PricewaterhouseCoopers September 2010 - July 2011
PricewaterhouseCoopers June 2009 - August 2009
Salomon Smith Barney May 2009 - August 2009
Education
Emory University 2006 — 2010
Emory University - Goizueta Business School 2006 — 2010
BBA, Accounting, Finance
Richard Biegen Richard Biegen's Salomon Smith Barney Experience 1997 - 1998
Job Chief Compliance Officer, CREF Funds and Advisers
Industry Investment Management
Experience
TIAA-CREF February 2008 - Present
AIG Investments September 2000 - February 2008
AIG Global Investment Group September 2000 - February 2008
Scudder Investments 1998 - 2000
Salomon Smith Barney 1997 - 1998
Prudential Financial 1994 - 1997
US Securities and Exchange Commission February 1988 - February 1994
Office of the Howard Beach Special Prosecutor August 1987 - February 1988
Skills
Securities, Series 7, SEC, AML, Hedge Funds, Equities, FINRA, Mutual Funds, Asset Managment, Banking, Asset Management, Fixed Income, Management, Financial Services, Securities Regulation, Investment Advisory, Due Diligence, Compliance, Series 24, Capital Markets, Series 63, Risk Management, Investments, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1984 — 1987
Union College 1980 — 1984
BA, Political Science
Bronx High School of Science 1977 — 1980
High School
TIAA-CREF February 2008 - Present
AIG Investments September 2000 - February 2008
AIG Global Investment Group September 2000 - February 2008
Scudder Investments 1998 - 2000
Salomon Smith Barney 1997 - 1998
Prudential Financial 1994 - 1997
US Securities and Exchange Commission February 1988 - February 1994
Office of the Howard Beach Special Prosecutor August 1987 - February 1988
Skills
Securities, Series 7, SEC, AML, Hedge Funds, Equities, FINRA, Mutual Funds, Asset Managment, Banking, Asset Management, Fixed Income, Management, Financial Services, Securities Regulation, Investment Advisory, Due Diligence, Compliance, Series 24, Capital Markets, Series 63, Risk Management, Investments, Mergers & Acquisitions, Alternative Investments
Education
Fordham University School of Law 1984 — 1987
Union College 1980 — 1984
BA, Political Science
Bronx High School of Science 1977 — 1980
High School
Eric Alani Eric Alani's Salomon Smith Barney Experience 2000 - 2002
Job Analyst
Industry Investment Management
Experience
Goldman Sachs July 2011 - May 2013
Arrowgrass Capital Partners LLP June 2007 - July 2011
AIG Global Investment Group July 2002 - June 2007
Salomon Smith Barney 2000 - 2002
Education
Emory University 1996 — 2000
Bachelor of Arts, Economics
Goldman Sachs July 2011 - May 2013
Arrowgrass Capital Partners LLP June 2007 - July 2011
AIG Global Investment Group July 2002 - June 2007
Salomon Smith Barney 2000 - 2002
Education
Emory University 1996 — 2000
Bachelor of Arts, Economics
Tom Heck Tom Heck's Salomon Smith Barney Experience July 1987 - April 1999
Job Admin Officer at Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein 1999 - Present
AT&T April 1999 - November 1999
Salomon Smith Barney July 1987 - April 1999
AT&T/AT&TIS/New York Telephone November 1978 - July 1987
Skills
Asset Managment, Fixed Income, Securities, Equities, Hedge Funds, Portfolio Management, Asset Management, Investments, Series 7, Risk Management, Financial Services, Mutual Funds, Change Management, Project Management, Vendor Management, Business Analysis
Education
Farmingdale State College
Business
AllianceBernstein 1999 - Present
AT&T April 1999 - November 1999
Salomon Smith Barney July 1987 - April 1999
AT&T/AT&TIS/New York Telephone November 1978 - July 1987
Skills
Asset Managment, Fixed Income, Securities, Equities, Hedge Funds, Portfolio Management, Asset Management, Investments, Series 7, Risk Management, Financial Services, Mutual Funds, Change Management, Project Management, Vendor Management, Business Analysis
Education
Farmingdale State College
Business
Whit Dhamer Whit Dhamer's Salomon Smith Barney Experience January 2006 - June 2006
Job International Fertilizer Sales
Industry Mining & Metals
Experience
Potash Corporation of Saskatchewan May 2011 - Present
CMC Advisory Group January 2010 - April 2011
Merrill Lynch August 2007 - December 2007
Salomon Smith Barney January 2006 - June 2006
Skills
Sales, Business Development, Market Research, Account Management, Operations Management, Strategic Planning
Education
Fordham University 2004 — 2008
BS, Finance
University of International Business and Economics 2007 — 2007
China Studies
Loyola Academy 2000 — 2004
Potash Corporation of Saskatchewan May 2011 - Present
CMC Advisory Group January 2010 - April 2011
Merrill Lynch August 2007 - December 2007
Salomon Smith Barney January 2006 - June 2006
Skills
Sales, Business Development, Market Research, Account Management, Operations Management, Strategic Planning
Education
Fordham University 2004 — 2008
BS, Finance
University of International Business and Economics 2007 — 2007
China Studies
Loyola Academy 2000 — 2004
Jeff Monger Jeff Monger's Salomon Smith Barney Experience September 2000 - September 2001
Job Real Estate Consultant, Long Realty
Industry Real Estate
Experience
Long Realty Company 2002 - Present
Salomon Smith Barney September 2000 - September 2001
Education
Fanshawe College 1986 — 1990
Business Finance, Business Administration and Management, General
Long Realty Company 2002 - Present
Salomon Smith Barney September 2000 - September 2001
Education
Fanshawe College 1986 — 1990
Business Finance, Business Administration and Management, General
Michael Zuckerman Michael Zuckerman's Salomon Smith Barney Experience 2003 - 2005
Job Regional Director, Digital Sales at Catalina Marketing
Industry Marketing and Advertising
Experience
Catalina Marketing March 2014 - Present
Fullscreen, Inc July 2013 - Present
Cox Digital Solutions February 2012 - Present
Sports Illustrated January 2008 - February 2012
CSTV 2006 - 2008
UBS 2005 - 2006
Salomon Smith Barney 2003 - 2005
Education
Georgetown University - The McDonough School of Business 1999 — 2003
BS, Marketing, Economics, Statistics
Catalina Marketing March 2014 - Present
Fullscreen, Inc July 2013 - Present
Cox Digital Solutions February 2012 - Present
Sports Illustrated January 2008 - February 2012
CSTV 2006 - 2008
UBS 2005 - 2006
Salomon Smith Barney 2003 - 2005
Education
Georgetown University - The McDonough School of Business 1999 — 2003
BS, Marketing, Economics, Statistics
Michael Haake's Salomon Smith Barney Experience May 2004 - June 2005
Job Sr. Recruiter at Xerox Business Services, LLC
Industry Staffing and Recruiting
Experience
Xerox Services September 2011 - Present
TEKsystems August 2008 - August 2011
Countrywide Full Spectrum Lending November 2006 - July 2008
Calusa Investments July 2005 - September 2006
Salomon Smith Barney May 2004 - June 2005
Skills
SharePoint, Recruiting, Applicant Tracking..., Leadership, Internet Recruiting, Technical Recruiting, System Administration, Management, Program Management, Networking, Staffing Services, CRM, Enterprise Software, Technical Support, Information Technology, Testing, Project Management, Interviews, .NET, IT Service Management, Talent Acquisition
Education
George Mason University
Fairfax High School
Xerox Services September 2011 - Present
TEKsystems August 2008 - August 2011
Countrywide Full Spectrum Lending November 2006 - July 2008
Calusa Investments July 2005 - September 2006
Salomon Smith Barney May 2004 - June 2005
Skills
SharePoint, Recruiting, Applicant Tracking..., Leadership, Internet Recruiting, Technical Recruiting, System Administration, Management, Program Management, Networking, Staffing Services, CRM, Enterprise Software, Technical Support, Information Technology, Testing, Project Management, Interviews, .NET, IT Service Management, Talent Acquisition
Education
George Mason University
Fairfax High School
Bhakti Mirchandani Bhakti Mirchandani's Salomon Smith Barney Experience 2000 - 2001
Job
Industry Financial Services
Experience
Council on Foreign Relations June 2014 - Present
One William Street Capital June 2013 - Present
Arc Finance February 2012 - Present
Barclays October 2011 - May 2013
ACCION International August 2011 - September 2011
Unitus Capital January 2009 - September 2011
Lehman Brothers June 2004 - November 2008
Women's World Banking 2001 - 2003
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 1999
Skills
Social Enterprise, Financial Services, Strategy, Financial Transactions, Emerging Markets, Business Strategy, Financial Modeling, Venture Capital, Microfinance, Due Diligence, Private Equity, Investment Banking, Business Development, International..., Corporate Finance, Strategic Planning, Mutual Funds, Investments, Finance, Fundraising, Structured Finance
Education
Harvard Business School 2003 — 2005
MBA
Harvard University, John F. Kennedy School of Government 2002 — 2005
MPA
Harvard University 1996 — 2000
AB, Chemistry
John Jay High School
Council on Foreign Relations June 2014 - Present
One William Street Capital June 2013 - Present
Arc Finance February 2012 - Present
Barclays October 2011 - May 2013
ACCION International August 2011 - September 2011
Unitus Capital January 2009 - September 2011
Lehman Brothers June 2004 - November 2008
Women's World Banking 2001 - 2003
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 1999
Skills
Social Enterprise, Financial Services, Strategy, Financial Transactions, Emerging Markets, Business Strategy, Financial Modeling, Venture Capital, Microfinance, Due Diligence, Private Equity, Investment Banking, Business Development, International..., Corporate Finance, Strategic Planning, Mutual Funds, Investments, Finance, Fundraising, Structured Finance
Education
Harvard Business School 2003 — 2005
MBA
Harvard University, John F. Kennedy School of Government 2002 — 2005
MPA
Harvard University 1996 — 2000
AB, Chemistry
John Jay High School
Edward Bonnie Edward Bonnie's Salomon Smith Barney Experience 2001 - 2002
Job President at EJB Security Consulting
Industry Security and Investigations
Experience
EJB Security Consulting, Inc. March 2012 - Present
ASIS International 2012 - 2015
NYPD July 2002 - April 2012
Salomon Smith Barney 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Enforcement, Firearms, Private Investigations, Investigation, Interrogation, Fraud, Internal Investigations, Surveillance, Security, Tactics, Criminal Law, Police, Patrol, Crime Prevention, First Responder, Executive Protection, Corporate Security, Criminal Investigations, Security Operations, Personal Security, Workplace Violence, Personal Protection, Evidence, Dignitary Protection, Counterterrorism, Criminal Justice, Physical Security, Security Training, Protection, Homicide Investigations, Homeland Security, Counterintelligence, Background Checks, Public Safety, Asset Protection, Law Enforcement..., Security Management, Police Training, Close Protection, Counter Surveillance, Field Training, Crime Scene..., Law Enforcement
Education
Hartwick College 1992 — 1997
Business Management/Spanish
EJB Security Consulting, Inc. March 2012 - Present
ASIS International 2012 - 2015
NYPD July 2002 - April 2012
Salomon Smith Barney 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch 1997 - 1998
Skills
Enforcement, Firearms, Private Investigations, Investigation, Interrogation, Fraud, Internal Investigations, Surveillance, Security, Tactics, Criminal Law, Police, Patrol, Crime Prevention, First Responder, Executive Protection, Corporate Security, Criminal Investigations, Security Operations, Personal Security, Workplace Violence, Personal Protection, Evidence, Dignitary Protection, Counterterrorism, Criminal Justice, Physical Security, Security Training, Protection, Homicide Investigations, Homeland Security, Counterintelligence, Background Checks, Public Safety, Asset Protection, Law Enforcement..., Security Management, Police Training, Close Protection, Counter Surveillance, Field Training, Crime Scene..., Law Enforcement
Education
Hartwick College 1992 — 1997
Business Management/Spanish
Patrick Terry Patrick Terry's Salomon Smith Barney Experience 1999 - 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
UCLA Anderson School of Management 2011 - 2011
Xerox Corporation 2004 - 2010
SNL Financial 2002 - 2004
Salomon Smith Barney 1999 - 2001
Skills
Competitive Analysis, Product Development, Sales Operations, Marketing Strategy, jQuery, JavaScript, MongoDB, Node.js, AngularJS
Education
Hampton University
B.S., Marketing
University of California, Los Angeles
MBA
UCLA Anderson School of Management 2011 - 2011
Xerox Corporation 2004 - 2010
SNL Financial 2002 - 2004
Salomon Smith Barney 1999 - 2001
Skills
Competitive Analysis, Product Development, Sales Operations, Marketing Strategy, jQuery, JavaScript, MongoDB, Node.js, AngularJS
Education
Hampton University
B.S., Marketing
University of California, Los Angeles
MBA
George Cipolloni, CFA George Cipolloni, CFA's Salomon Smith Barney Experience July 2000 - July 2002
Job Portfolio Manager at The Killen Group
Industry Investment Management
Experience
The Killen Group August 2002 - Present
Salomon Smith Barney July 2000 - July 2002
Ernst & Young August 1999 - July 2000
Education
Drexel University 1996 — 1999
BS, Business - Finance Major
The Killen Group August 2002 - Present
Salomon Smith Barney July 2000 - July 2002
Ernst & Young August 1999 - July 2000
Education
Drexel University 1996 — 1999
BS, Business - Finance Major
Ryan Heinberg MBA Ryan Heinberg MBA's Salomon Smith Barney Experience 2004 - 2005
Job Chief Financial Officer at FuelBox Inc.
Industry Financial Services
Experience
FuelBox Inc. June 2013 - Present
Santa Barbara City College February 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) 2006 - 2008
Salomon Smith Barney 2004 - 2005
Skills
Investments, Business Development, Sales, Retirement Planning, Series 6, Business Strategy, Investment Strategies, Sales Operations, Customer Service, Management, Series 63, Sales Management, Finance, Financial Projection, Accounting, Marketing Strategy, Training, Marketing, Financial Analysis, Financial Modeling, Start-ups, Strategic Planning, Leadership
Education
Duke University 2000 — 2005
BA, Sociology
FuelBox Inc. June 2013 - Present
Santa Barbara City College February 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) 2006 - 2008
Salomon Smith Barney 2004 - 2005
Skills
Investments, Business Development, Sales, Retirement Planning, Series 6, Business Strategy, Investment Strategies, Sales Operations, Customer Service, Management, Series 63, Sales Management, Finance, Financial Projection, Accounting, Marketing Strategy, Training, Marketing, Financial Analysis, Financial Modeling, Start-ups, Strategic Planning, Leadership
Education
Duke University 2000 — 2005
BA, Sociology
Raoul Nowitz's Salomon Smith Barney Experience 1998 - 1998
Job Managing Director at SOLIC Capital Advisors
Industry Investment Banking
Experience
SOLIC Capital Advisors February 2012 - Present
Macquarie Capital (USA) Inc. 2007 - October 2011
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2002 - 2005
New Era Capital 1999 - 2002
Salomon Smith Barney 1998 - 1998
Richrolo Food Corporation 1995 - 1996
Grant Thornton 1993 - 1995
Skills
Debt, Corporate Finance, Restructuring, Capital Markets, Investment Banking, Deal Structuring, Transaction, Private Equity, Mergers, Due Diligence, Valuation, Structuring, Leveraged Finance, Business Valuation, Capital, Bankruptcy, Financial Advisory, Credit Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Equities
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of the Witwatersrand
Bachelor of Commerce, Accounting and Bus Info Systems
University of the Witwatersrand
Post-graduate Bachelor of Accounting, Accounting
SOLIC Capital Advisors February 2012 - Present
Macquarie Capital (USA) Inc. 2007 - October 2011
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2002 - 2005
New Era Capital 1999 - 2002
Salomon Smith Barney 1998 - 1998
Richrolo Food Corporation 1995 - 1996
Grant Thornton 1993 - 1995
Skills
Debt, Corporate Finance, Restructuring, Capital Markets, Investment Banking, Deal Structuring, Transaction, Private Equity, Mergers, Due Diligence, Valuation, Structuring, Leveraged Finance, Business Valuation, Capital, Bankruptcy, Financial Advisory, Credit Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Equities
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of the Witwatersrand
Bachelor of Commerce, Accounting and Bus Info Systems
University of the Witwatersrand
Post-graduate Bachelor of Accounting, Accounting
Mary Turnbull Mary Turnbull's Salomon Smith Barney Experience 2000 - 2000
Job Senior Vice President, Corporate Access
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Raymond James & Associates, Inc July 2008 - Present
Raymond James & Associates, Inc 2007 - 2008
Raymond James & Associates, Inc 2005 - 2006
HEART Equine Ambulance 2002 - 2005
Viatel 2001 - 2002
Salomon Smith Barney 2000 - 2000
Deutsche Bank May 1997 - 1999
Singer Asset Finance February 1996 - December 1996
Lehman Brothers January 1994 - October 1995
Lehman Brothers January 1992 - December 1993
Skills
Investor Relations, Finance, Equity Research, Securities, Series 7, Asset Management, Credit, Equities, Relationship Management, Management, Fixed Income, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Emerging Markets, Private Equity, Product Management, Marketing, Trading, Bloomberg, Portfolio Management, Derivatives, Wealth Management, Financial Advisory, Financial Markets, Series 63, Financial Services, Valuation, Capital Markets, Alternative Investments, Mutual Funds, Investment Banking, Corporate Finance
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Mount Holyoke College 1980 — 1984
Bachelor of Arts, Economics
Justin Wong's Salomon Smith Barney Experience July 1997 - December 1999
Job
Industry Internet
Experience
IFTTT September 2015 - Present
SmartThings June 2014 - September 2015
Google August 2013 - June 2014
Mochi Media January 2008 - 2013
YouTube May 2007 - January 2008
Google April 2004 - May 2007
Harvard Business School August 2002 - May 2004
Yahoo! Inc. January 2000 - August 2002
Salomon Smith Barney July 1997 - December 1999
Education
Harvard Business School 2002 — 2004
MBA
University of California, Berkeley
IFTTT September 2015 - Present
SmartThings June 2014 - September 2015
Google August 2013 - June 2014
Mochi Media January 2008 - 2013
YouTube May 2007 - January 2008
Google April 2004 - May 2007
Harvard Business School August 2002 - May 2004
Yahoo! Inc. January 2000 - August 2002
Salomon Smith Barney July 1997 - December 1999
Education
Harvard Business School 2002 — 2004
MBA
University of California, Berkeley
Carrie Galvin's Salomon Smith Barney Experience January 2000 - January 2002
Job Chief Strategy Officer at NEP Group, Inc
Industry Broadcast Media
Experience
NEP Group, Inc. Chief Strategy OfficerNEP Group, Inc.May 2012 - Present
3 Day Blinds 2010 - May 2012
Bain & Company June 2005 - November 2009
Piper Jaffray July 2002 - June 2004
SALOMON SMITH BARNEY January 2000 - January 2002
Skills
Strategy, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Leadership, Due Diligence, Valuation, Private Equity, Analysis, Process Improvement, Finance, Recruiting, Project Management, Training, Investment Banking, Acquisition Integration, Talent Management, Investments
Education
Harvard Business School 2004 — 2006
Masters, Business Administration
University of Southern California 1995 — 2000
Bachelor of Science, Business Administration; Finance
NEP Group, Inc. Chief Strategy OfficerNEP Group, Inc.May 2012 - Present
3 Day Blinds 2010 - May 2012
Bain & Company June 2005 - November 2009
Piper Jaffray July 2002 - June 2004
SALOMON SMITH BARNEY January 2000 - January 2002
Skills
Strategy, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Leadership, Due Diligence, Valuation, Private Equity, Analysis, Process Improvement, Finance, Recruiting, Project Management, Training, Investment Banking, Acquisition Integration, Talent Management, Investments
Education
Harvard Business School 2004 — 2006
Masters, Business Administration
University of Southern California 1995 — 2000
Bachelor of Science, Business Administration; Finance
Stacey Klein's Salomon Smith Barney Experience November 1994 - December 1997
Job Managing Director, Human Resources at FTI Consulting Strategic Communications
Industry Human Resources
Experience
FTI Consulting Strategic Communications September 2015 - Present
Penn/Consulting & Design, LLC July 2012 - Present
J. Walter Thompson Worldwide April 2013 - August 2015
Rodale, Inc. May 2008 - May 2012
Conde Nast December 1997 - May 2008
Salomon Smith Barney November 1994 - December 1997
Skills
Employee Engagement, Publishing, Talent Acquisition, Employee Relations, Performance Management, Organizational..., Strategic Planning, Media, Onboarding, Compensation Structure..., Succession Planning, Training & Development, Performance Appraisal, Change Management, Culture Change, Digital Media, Employee Training, Strategy, Leadership Development, Recruiting, Organizational Design, Human Resources
Education
Drexel University
Master of Business Administration (MBA), Human Resources
Emory University
BA, International Studies
FTI Consulting Strategic Communications September 2015 - Present
Penn/Consulting & Design, LLC July 2012 - Present
J. Walter Thompson Worldwide April 2013 - August 2015
Rodale, Inc. May 2008 - May 2012
Conde Nast December 1997 - May 2008
Salomon Smith Barney November 1994 - December 1997
Skills
Employee Engagement, Publishing, Talent Acquisition, Employee Relations, Performance Management, Organizational..., Strategic Planning, Media, Onboarding, Compensation Structure..., Succession Planning, Training & Development, Performance Appraisal, Change Management, Culture Change, Digital Media, Employee Training, Strategy, Leadership Development, Recruiting, Organizational Design, Human Resources
Education
Drexel University
Master of Business Administration (MBA), Human Resources
Emory University
BA, International Studies
Lisa Lawson's Salomon Smith Barney Experience 2001 - 2002
Job Legal Assistant at Proskauer Rose LLP
Industry Legal Services
Experience
Proskauer Rose LLP May 2011 - Present
CapitalSpring October 2010 - May 2011
MAST Construction Services May 2010 - June 2010
Apollo Management May 2006 - August 2009
Morgan Stanley April 2003 - May 2006
Salomon Smith Barney 2001 - 2002
The Blackstone Group 2000 - 2002
Diversity Graphics Services 2000 - 2001
IDOM, Inc 2000 - 2001
Headway Corporate Resources 1998 - 2000
Skills
PowerPoint, Microsoft Office
Education
Institute for Integrative Nutrition 2008 — 2009
Certificate
Saint Peter's University 2005 — 2005
Fairleigh Dickinson University 2002 — 2002
Certificate
Proskauer Rose LLP May 2011 - Present
CapitalSpring October 2010 - May 2011
MAST Construction Services May 2010 - June 2010
Apollo Management May 2006 - August 2009
Morgan Stanley April 2003 - May 2006
Salomon Smith Barney 2001 - 2002
The Blackstone Group 2000 - 2002
Diversity Graphics Services 2000 - 2001
IDOM, Inc 2000 - 2001
Headway Corporate Resources 1998 - 2000
Skills
PowerPoint, Microsoft Office
Education
Institute for Integrative Nutrition 2008 — 2009
Certificate
Saint Peter's University 2005 — 2005
Fairleigh Dickinson University 2002 — 2002
Certificate
Catherine Trinder Miller's Salomon Smith Barney Experience June 1999 - August 1999
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Kate Cornish Booth's Salomon Smith Barney Experience August 1995 - February 1999
Job Director of Finance at KDEER Inc.
Industry Textiles
Experience
K-DEER Inc. September 2014 - Present
ButterBoo Designs November 2010 - September 2014
Deutsche Bank August 2003 - November 2010
Clifford Chance September 2002 - July 2003
Wit Capital Group February 1999 - April 2002
Salomon Smith Barney August 1995 - February 1999
Skills
Textile Design, Wovens, Screen Printing, Business Strategy, Team Building, Critical Thinking, Project Management, Cross-functional Team..., Long Term Relationship..., Creative..., New Business Development, C-Suite Selling, Corporate Finance, Financial Advisory, Corporate Advisory, Valuation, Ned Graphics, Photoshop, Private Equity, Illustrator, Pointcarre, Customer Oriented, Customer Interaction, Task Management, Managing Deadlines, Capital Budgeting, Strategic Hiring, Entrepreneurship, Executive Management, Financial Modeling, Business Planning, Competitive Analysis, M&A experience, Corporate Development, Business Analysis, Strategic Planning, Fixed Income, Securities, Equity Derivatives, Acquisition Integration, Change Management, Venture Capital, Business Development, Due Diligence, Financial Analysis, Strategy, Financial Structuring, Start-ups, LBO, Management
Education
Fashion Institute of Technology 2011 — 2013
Associate of Applied Science, Textile & Surface Design
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Villanova University 1988 — 1992
Bachelor of Arts (B.A.), Political Theory, Honors Program
K-DEER Inc. September 2014 - Present
ButterBoo Designs November 2010 - September 2014
Deutsche Bank August 2003 - November 2010
Clifford Chance September 2002 - July 2003
Wit Capital Group February 1999 - April 2002
Salomon Smith Barney August 1995 - February 1999
Skills
Textile Design, Wovens, Screen Printing, Business Strategy, Team Building, Critical Thinking, Project Management, Cross-functional Team..., Long Term Relationship..., Creative..., New Business Development, C-Suite Selling, Corporate Finance, Financial Advisory, Corporate Advisory, Valuation, Ned Graphics, Photoshop, Private Equity, Illustrator, Pointcarre, Customer Oriented, Customer Interaction, Task Management, Managing Deadlines, Capital Budgeting, Strategic Hiring, Entrepreneurship, Executive Management, Financial Modeling, Business Planning, Competitive Analysis, M&A experience, Corporate Development, Business Analysis, Strategic Planning, Fixed Income, Securities, Equity Derivatives, Acquisition Integration, Change Management, Venture Capital, Business Development, Due Diligence, Financial Analysis, Strategy, Financial Structuring, Start-ups, LBO, Management
Education
Fashion Institute of Technology 2011 — 2013
Associate of Applied Science, Textile & Surface Design
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Villanova University 1988 — 1992
Bachelor of Arts (B.A.), Political Theory, Honors Program
Kevin Donohoe's Salomon Smith Barney Experience 1996 - 1999
Job Assistant Controller at Daiwa Capital Markets America Inc.
Industry Financial Services
Experience
Daiwa Capital Markets America Inc. January 2000 - Present
Smith Barney 1996 - 2000
Citigroup August 1999 - December 1999
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman & Co 1992 - 1996
Skills
Financial Reporting, Fixed Income, Equities, Capital Markets, Middle Office, Derivatives, Securities, Financial Markets, Hedge Funds, Bloomberg, Electronic Trading
Education
Fairfield University 1988 — 1992
Chaminade 1984 — 1988
Daiwa Capital Markets America Inc. January 2000 - Present
Smith Barney 1996 - 2000
Citigroup August 1999 - December 1999
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman & Co 1992 - 1996
Skills
Financial Reporting, Fixed Income, Equities, Capital Markets, Middle Office, Derivatives, Securities, Financial Markets, Hedge Funds, Bloomberg, Electronic Trading
Education
Fairfield University 1988 — 1992
Chaminade 1984 — 1988
Tom Shumaker's Salomon Smith Barney Experience 2000 - 2000
Job Vice President at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
BMO Capital Markets August 2009 - Present
Credit Suisse July 2008 - June 2009
Salomon Smith Barney 2000 - 2000
Education
The University of Chicago Booth School of Business 2006 — 2008
Georgetown University 1995 — 1999
BSFS
U of D Jesuit
Christopher W. Nolan's Salomon Smith Barney Experience July 2000 - October 2000
Job Managing Principal at Cappawhite Advisors LLC
Industry Financial Services
Experience
Cappawhite Advisors LLC September 2014 - Present
Healthy Mom LLC d/b/a Maia Yogurt June 2012 - Present
United-Guardian July 2005 - Present
Rabo Securities USA, Inc. / Rabobank International August 2002 - August 2014
Spectrum Group International July 2007 - December 2012
Deutsche Bank October 2000 - July 2002
Salomon Smith Barney July 2000 - October 2000
International Specialty Products and GAF Corporation July 1992 - June 2000
National Starch and Chemical Company June 1986 - August 1990
Skills
Mergers, Corporate Governance, Banking, Investor Relations, Private Equity, Investment Banking, Corporate Finance, Corporate Development, Valuation, Due Diligence, M&A experience, LBO, Acquisitions, Business Strategy, Financial Modeling, Financial Structuring, Investments, Mergers, Strategy, Team Management, Mergers & Acquisitions
Education
Harvard Business School 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lafayette College 1982 — 1986
BS, Chemical Engineering
Cappawhite Advisors LLC September 2014 - Present
Healthy Mom LLC d/b/a Maia Yogurt June 2012 - Present
United-Guardian July 2005 - Present
Rabo Securities USA, Inc. / Rabobank International August 2002 - August 2014
Spectrum Group International July 2007 - December 2012
Deutsche Bank October 2000 - July 2002
Salomon Smith Barney July 2000 - October 2000
International Specialty Products and GAF Corporation July 1992 - June 2000
National Starch and Chemical Company June 1986 - August 1990
Skills
Mergers, Corporate Governance, Banking, Investor Relations, Private Equity, Investment Banking, Corporate Finance, Corporate Development, Valuation, Due Diligence, M&A experience, LBO, Acquisitions, Business Strategy, Financial Modeling, Financial Structuring, Investments, Mergers, Strategy, Team Management, Mergers & Acquisitions
Education
Harvard Business School 1990 — 1992
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lafayette College 1982 — 1986
BS, Chemical Engineering
Omar Roque's Salomon Smith Barney Experience June 2001 - October 2003
Job Contracting Officer at United States Navy
Industry Government Administration
Experience
United States Navy January 2010 - Present
Southern Maryland Blue Crabs October 2008 - January 2010
American Red Cross of the National Capital Area November 2007 - October 2008
South Coast League October 2005 - October 2007
Greeneville Astros January 2004 - October 2005
Salomon Smith Barney June 2001 - October 2003
Pittsburgh Pirates 2003 - 2003
Skills
Government, Leadership, Customer Service, Strategic Planning, Management, Microsoft Office, Public Speaking, Leadership Development, Microsoft Word, Proposal Writing, Team Building, Event Planning, Team Leadership, Sales, Outlook
Education
Florida Institute of Technology 2010 — 2013
Master's degree, Acquisition and Contract Management
Rutgers, The State University of New Jersey-Newark 1997 — 2001
Bachelor of Science, Management
United States Navy January 2010 - Present
Southern Maryland Blue Crabs October 2008 - January 2010
American Red Cross of the National Capital Area November 2007 - October 2008
South Coast League October 2005 - October 2007
Greeneville Astros January 2004 - October 2005
Salomon Smith Barney June 2001 - October 2003
Pittsburgh Pirates 2003 - 2003
Skills
Government, Leadership, Customer Service, Strategic Planning, Management, Microsoft Office, Public Speaking, Leadership Development, Microsoft Word, Proposal Writing, Team Building, Event Planning, Team Leadership, Sales, Outlook
Education
Florida Institute of Technology 2010 — 2013
Master's degree, Acquisition and Contract Management
Rutgers, The State University of New Jersey-Newark 1997 — 2001
Bachelor of Science, Management
Tim Plunkett's Salomon Smith Barney Experience July 1997 - March 2000
Job Counsel, Government Affairs and Litigation
Industry Law Practice
Experience
Dentons May 2005 - Present
New York State Assembly November 2001 - February 2003
eTranslate March 2000 - July 2001
Salomon Smith Barney July 1997 - March 2000
Skills
Leadership, Legal Writing, Legal Research, Policy, Litigation, Government, Management, Analysis, Politics, Finance, Research, Business Analysis, Sales, Legislative Relations, Corporate Law
Education
Fordham University School of Law 2002 — 2005
Juris Doctor (J.D.)
Georgetown University 1993 — 1997
Bachelor's Degree, Arts, American Government and Politics (United States)
Dentons May 2005 - Present
New York State Assembly November 2001 - February 2003
eTranslate March 2000 - July 2001
Salomon Smith Barney July 1997 - March 2000
Skills
Leadership, Legal Writing, Legal Research, Policy, Litigation, Government, Management, Analysis, Politics, Finance, Research, Business Analysis, Sales, Legislative Relations, Corporate Law
Education
Fordham University School of Law 2002 — 2005
Juris Doctor (J.D.)
Georgetown University 1993 — 1997
Bachelor's Degree, Arts, American Government and Politics (United States)
Madhu Ravilla's Salomon Smith Barney Experience 1998 - December 2001
Job Title at Transcend Street Solutions
Industry Financial Services
Experience
Transcend Street Solutions November 2013 - Present
Citigroup January 2002 - November 2013
Salomon Smith Barney 1998 - December 2001
Merrill Lynch April 1997 - May 1998
AT&T September 1994 - April 1997
AT&T September 1990 - June 1993
Skills
Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Portfolio Management, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Business Analysis, SDLC, Equities, Banking, Risk Management, Market Data, Software Project...
Education
New Jersey Institute of Technology 1989 — 1990
Master's degree, Computer and Information Sciences, General
Gulbarga University 1983 — 1987
BE, Mech Engg
Transcend Street Solutions November 2013 - Present
Citigroup January 2002 - November 2013
Salomon Smith Barney 1998 - December 2001
Merrill Lynch April 1997 - May 1998
AT&T September 1994 - April 1997
AT&T September 1990 - June 1993
Skills
Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Portfolio Management, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Business Analysis, SDLC, Equities, Banking, Risk Management, Market Data, Software Project...
Education
New Jersey Institute of Technology 1989 — 1990
Master's degree, Computer and Information Sciences, General
Gulbarga University 1983 — 1987
BE, Mech Engg
Alan Swanson's Salomon Smith Barney Experience 1992 - 2000
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2002 - Present
Bear Stearns May 2000 - June 2002
Salomon Smith Barney 1992 - 2000
Skills
Fixed Income, Planning Budgeting &..., Expense Management, Cost Efficiency, Budget Process, Team Building, Business Unit Start-up, Capital Markets, Investment Banking, Financial Modeling, KPI implementation, Financial Markets, Team Leadership, Securities, Due Diligence, Equities, Series 63, Hedge Funds
Education
Florida State University
BA, International Affairs
Florida State University
MBA
Cantor Fitzgerald June 2002 - Present
Bear Stearns May 2000 - June 2002
Salomon Smith Barney 1992 - 2000
Skills
Fixed Income, Planning Budgeting &..., Expense Management, Cost Efficiency, Budget Process, Team Building, Business Unit Start-up, Capital Markets, Investment Banking, Financial Modeling, KPI implementation, Financial Markets, Team Leadership, Securities, Due Diligence, Equities, Series 63, Hedge Funds
Education
Florida State University
BA, International Affairs
Florida State University
MBA
Raymond Wu's Salomon Smith Barney Experience July 2000 - June 2002
Job Analyst at Gruss & Co.
Industry Financial Services
Experience
Gruss & Co. AnalystJefferies & CompanyAugust 2004 - February 2005
RBC Capital Markets August 2002 - August 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University 1996 — 2000
Gruss & Co. AnalystJefferies & CompanyAugust 2004 - February 2005
RBC Capital Markets August 2002 - August 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Fixed Income
Education
Duke University 1996 — 2000
Dan Blahut's Salomon Smith Barney Experience December 2000 - April 2002
Job CEO | ForeSight ASG
Industry Information Technology and Services
Experience
Foresight ASG Managing Director, Strategic Advisory ServicesAdvisorNovember 2013 - April 2014
SocialWire November 2012 - August 2013
SocialWire August 2011 - November 2012
Morgan Stanley April 2002 - August 2011
Citi April 2002 - December 2003
Salomon Smith Barney December 2000 - April 2002
J. Rothschild Capital Partners 1999 - 2000
Skills
Financial Modeling, E-commerce, Social Media, Mobile Devices, Due Diligence, Smart Grid, Start-ups, Mergers & Acquisitions, Business Development, Corporate Finance, Business Strategy, Strategy, Entrepreneurship, Budgets, Venture Capital, Strategic Planning, Investments, Portfolio Management, Restructuring, Strategic Financial..., Product Management, Strategic Partnerships, Valuation, Emerging Markets, Corporate Development, Analytics, Finance
Education
Drury University 1998 — 2003
B.A., Finance & Chemistry
Regent's College London 2000 — 2000
Master of Business Administration (MBA)m, Business
Foresight ASG Managing Director, Strategic Advisory ServicesAdvisorNovember 2013 - April 2014
SocialWire November 2012 - August 2013
SocialWire August 2011 - November 2012
Morgan Stanley April 2002 - August 2011
Citi April 2002 - December 2003
Salomon Smith Barney December 2000 - April 2002
J. Rothschild Capital Partners 1999 - 2000
Skills
Financial Modeling, E-commerce, Social Media, Mobile Devices, Due Diligence, Smart Grid, Start-ups, Mergers & Acquisitions, Business Development, Corporate Finance, Business Strategy, Strategy, Entrepreneurship, Budgets, Venture Capital, Strategic Planning, Investments, Portfolio Management, Restructuring, Strategic Financial..., Product Management, Strategic Partnerships, Valuation, Emerging Markets, Corporate Development, Analytics, Finance
Education
Drury University 1998 — 2003
B.A., Finance & Chemistry
Regent's College London 2000 — 2000
Master of Business Administration (MBA)m, Business
Cherie Nelson's Salomon Smith Barney Experience 2000 - 2002
Job Director of Professional Real Estate Training Institute
Industry Real Estate
Experience
Professional Real Estate Training Institute April 2011 - Present
Salomon Smith Barney 2000 - 2002
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Foreclosures, Public Speaking, REO, Buyer Representation, Customer Service, Property Management, Real Estate Transactions, Rentals, Residential Homes, Short Sales, Single Family Homes, Sales
Education
Eastern Nazarene College 1998 — 2003
Bachelor of Arts (B.A.), Managment
University of Phoenix
Master of Business Administration (MBA)
Professional Real Estate Training Institute April 2011 - Present
Salomon Smith Barney 2000 - 2002
Skills
Real Estate, Investment Properties, Sellers, First Time Home Buyers, Foreclosures, Public Speaking, REO, Buyer Representation, Customer Service, Property Management, Real Estate Transactions, Rentals, Residential Homes, Short Sales, Single Family Homes, Sales
Education
Eastern Nazarene College 1998 — 2003
Bachelor of Arts (B.A.), Managment
University of Phoenix
Master of Business Administration (MBA)
Jack McHugh's Salomon Smith Barney Experience 1990 - 2000
Job Praetorian Advisors
Industry Financial Services
Experience
Praetorian Advisors June 2005 - Present
UBS January 2003 - November 2004
Prudential Securities 2000 - 2003
Salomon Smith Barney 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Options, Equities, Alternative Investments, Hedge Funds, Asset Managment, Securities, Private Equity, Investments, Capital Markets, Investment Strategies, Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Asset Management, Investment Banking, Trading, Venture Capital, Financial Advisory, Finance, Equity Derivatives, Commodity, Bonds, Investment Advisory, Mutual Funds, Series 63, Series 7, Emerging Markets, Financial Structuring, Structured Products, Valuation, Equity Research, Financial Markets, Financial Services, Structured Finance, Bloomberg, FINRA, ETFs, Trading Systems, Private Placements, Investor Relations, Capital, Funding, Electronic Trading, FX Options, Financial Modeling
Education
Hamilton College 1980 — 1984
B.A., Public Policy
Sears School & New Trier High School
Praetorian Advisors June 2005 - Present
UBS January 2003 - November 2004
Prudential Securities 2000 - 2003
Salomon Smith Barney 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Options, Equities, Alternative Investments, Hedge Funds, Asset Managment, Securities, Private Equity, Investments, Capital Markets, Investment Strategies, Investment Management, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Asset Management, Investment Banking, Trading, Venture Capital, Financial Advisory, Finance, Equity Derivatives, Commodity, Bonds, Investment Advisory, Mutual Funds, Series 63, Series 7, Emerging Markets, Financial Structuring, Structured Products, Valuation, Equity Research, Financial Markets, Financial Services, Structured Finance, Bloomberg, FINRA, ETFs, Trading Systems, Private Placements, Investor Relations, Capital, Funding, Electronic Trading, FX Options, Financial Modeling
Education
Hamilton College 1980 — 1984
B.A., Public Policy
Sears School & New Trier High School
Ebony Clayborne (Jenkins)'s Salomon Smith Barney Experience 1998 - 2000
Job Production Finance Accountant/Business Manager at MTV Networks
Industry Broadcast Media
Experience
MTV Networks March 2005 - Present
HBO (LA) March 2003 - October 2004
HBO (NY) July 2000 - July 2002
Salomon Smith Barney 1998 - 2000
Education
University of Southern California 2002 — 2004
MFA, Producing (Peter Stark Program)
Hampton University 1994 — 1998
BS, Accounting
MTV Networks March 2005 - Present
HBO (LA) March 2003 - October 2004
HBO (NY) July 2000 - July 2002
Salomon Smith Barney 1998 - 2000
Education
University of Southern California 2002 — 2004
MFA, Producing (Peter Stark Program)
Hampton University 1994 — 1998
BS, Accounting
Guy Zaczepinski's Salomon Smith Barney Experience 1996 - 1999
Job Managing Partner at Century Park Capital Partners
Industry Investment Management
Experience
Century Park Capital Partners 2005 - Present
ACI Capital 2003 - 2005
DCMI 1999 - 2001
Salomon Smith Barney 1996 - 1999
Skills
Private Equity, LBO, Due Diligence, Recapitalizations, Buyouts, Financial Modeling, Investment Banking, Growth Capital, Mergers, Corporate Development, Mezzanine, Deal Sourcing, Business Valuation, Valuation, Private Placements, Investments, M&A experience, Equities, Leveraged Finance
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BSE, Economics
Century Park Capital Partners 2005 - Present
ACI Capital 2003 - 2005
DCMI 1999 - 2001
Salomon Smith Barney 1996 - 1999
Skills
Private Equity, LBO, Due Diligence, Recapitalizations, Buyouts, Financial Modeling, Investment Banking, Growth Capital, Mergers, Corporate Development, Mezzanine, Deal Sourcing, Business Valuation, Valuation, Private Placements, Investments, M&A experience, Equities, Leveraged Finance
Education
Harvard Business School 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BSE, Economics
James Munsie's Salomon Smith Barney Experience April 1988 - May 1998
Job Wholesale Banking Operational Risk
Industry Capital Markets
Experience
Wells Fargo March 2012 - Present
Cargill May 2007 - March 2012
Wells Fargo May 2005 - May 2007
Piper Jaffray May 2001 - May 2005
AQUILA ENERGY TRADING May 1999 - May 2001
US BANCORP/PIPER JAFFRAY May 1998 - May 1999
SALOMON SMITH BARNEY April 1988 - May 1998
Skills
Hedging, Commodities, Trading, Energy Trading, Risk Management, Commodity Markets, Capital Markets, Commodity, Investments, Fixed Income, Strategy, Energy, Financial Risk, Portfolio Management, Analysis, Banking
Education
Florida State University 1984 — 1988
Bachelor of Science, Finance (Minor in Economics)
Wells Fargo March 2012 - Present
Cargill May 2007 - March 2012
Wells Fargo May 2005 - May 2007
Piper Jaffray May 2001 - May 2005
AQUILA ENERGY TRADING May 1999 - May 2001
US BANCORP/PIPER JAFFRAY May 1998 - May 1999
SALOMON SMITH BARNEY April 1988 - May 1998
Skills
Hedging, Commodities, Trading, Energy Trading, Risk Management, Commodity Markets, Capital Markets, Commodity, Investments, Fixed Income, Strategy, Energy, Financial Risk, Portfolio Management, Analysis, Banking
Education
Florida State University 1984 — 1988
Bachelor of Science, Finance (Minor in Economics)
Carolyn Strug's Salomon Smith Barney Experience 1994 - 1997
Job Elementary & Middle School Teacher
Industry Primary/Secondary Education
Experience
Alfred Nobel Elementary School October 2012 - Present
Northwest Middle School May 2012 - October 2012
Barclays Capital 2000 - 2009
Lehman Brothers 2000 - 2008
Salomon Smith Barney 1994 - 1997
Education
University of Illinois at Chicago 2009 — 2011
M.Ed., Elementary, Literacy
New York University 1990 — 1993
MA, Literature
Gustavus Adolphus College 1986 — 1990
BA, Classics, Literature, Music
Alfred Nobel Elementary School October 2012 - Present
Northwest Middle School May 2012 - October 2012
Barclays Capital 2000 - 2009
Lehman Brothers 2000 - 2008
Salomon Smith Barney 1994 - 1997
Education
University of Illinois at Chicago 2009 — 2011
M.Ed., Elementary, Literacy
New York University 1990 — 1993
MA, Literature
Gustavus Adolphus College 1986 — 1990
BA, Classics, Literature, Music
Bobby Sheth's Salomon Smith Barney Experience July 2000 - July 2002
Job Principal at HIG Capital
Industry Investment Management
Experience
HIG Capital 2007 - Present
Alvarez and Marsal 2004 - 2007
Salomon Smith Barney July 2000 - July 2002
Skills
Private Equity, Valuation, Financial Modeling, Mergers, Due Diligence, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Analysis, Investments
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
University of Toronto 1996 — 2000
B.Com, Business
HIG Capital 2007 - Present
Alvarez and Marsal 2004 - 2007
Salomon Smith Barney July 2000 - July 2002
Skills
Private Equity, Valuation, Financial Modeling, Mergers, Due Diligence, Corporate Finance, Venture Capital, Investment Banking, Divestitures, Financial Analysis, Investments
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
University of Toronto 1996 — 2000
B.Com, Business
Joe Floto's Salomon Smith Barney Experience September 1996 - April 2002
Job Owner, Floto Imports
Industry Retail
Experience
Floto Imports January 2003 - Present
Salomon Smith Barney September 1996 - April 2002
Skills
Retail
Education
Fordham Gabelli School of Business 1998 — 2001
Floto Imports January 2003 - Present
Salomon Smith Barney September 1996 - April 2002
Skills
Retail
Education
Fordham Gabelli School of Business 1998 — 2001
Louis Mitchell's Salomon Smith Barney Experience 1999 - 2003
Job Managing Director at Mesirow Financial, Inc.
Industry Investment Banking
Experience
Mesirow Financial, Inc. 2003 - Present
Salomon Smith Barney 1999 - 2003
SG Cowen 1996 - 1999
TD 1990 - 1996
Skills
Management, Valuation, Private Equity, Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
Mesirow Financial, Inc. 2003 - Present
Salomon Smith Barney 1999 - 2003
SG Cowen 1996 - 1999
TD 1990 - 1996
Skills
Management, Valuation, Private Equity, Capital Markets, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
Duke University - The Fuqua School of Business
MBA
Southern Methodist University
BBA
David Cannizzo's Salomon Smith Barney Experience June 1998 - November 1999
Job Vice President at Investment Technology Group
Industry Financial Services
Experience
Investment Technology Group Director - U.S. Equity TradingCalyon SecuritiesJune 2005 - December 2006
SG Cowen November 1999 - June 2005
Salomon Smith Barney June 1998 - November 1999
Education
Fordham Gabelli School of Business 2000 — 2005
M.B.A., Finance - Investments
Lehigh University 1990 — 1994
B.S., Mathematics
Investment Technology Group Director - U.S. Equity TradingCalyon SecuritiesJune 2005 - December 2006
SG Cowen November 1999 - June 2005
Salomon Smith Barney June 1998 - November 1999
Education
Fordham Gabelli School of Business 2000 — 2005
M.B.A., Finance - Investments
Lehigh University 1990 — 1994
B.S., Mathematics
David witzke's Salomon Smith Barney Experience 2000 - 2001
Job at Citadel PioneerPath Capital
Industry Investment Management
Experience
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Citadel - Surveyor Capital August 2009 - Present
Ridgeback Capital March 2007 - May 2009
Banc of America Securities 2005 - 2007
SunTrust Robinson Humphrey March 2003 - April 2005
Morgan Stanley 2002 - 2003
Credit Suisse First Boston 2001 - 2002
Salomon Smith Barney 2000 - 2001
Cargill 1992 - 1998
Skills
Biotechnology, Portfolio Management, Healthcare, Equity Research, Valuation, Equities
Education
Harvard Business School 1998 — 2000
MBA, Business
Michigan State University 1990 — 1997
Ph.D., Chemical Engineering
Michigan State University 1986 — 1990
B.S., Chemical Engineering
Emmanuel Durand's Salomon Smith Barney Experience 2000 - 2001
Job Managing Director, Global Head of Mergers and Acquisitions at Rabobank
Industry Banking
Experience
Rabobank April 2001 - Present
Salomon Smith Barney 2000 - 2001
Bankers Trust 1991 - 1999
Education
Harvard Business School 1989 — 1991
Lycee victor duruy 1975 — 1981
Rabobank April 2001 - Present
Salomon Smith Barney 2000 - 2001
Bankers Trust 1991 - 1999
Education
Harvard Business School 1989 — 1991
Lycee victor duruy 1975 — 1981
Michelle Barry's Salomon Smith Barney Experience September 1995 - August 1999
Job President & CEO at Hornor, Townsend & Kent and Vice President, Penn Mutual
Industry Financial Services
Experience
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Nick Graziano's Salomon Smith Barney Experience 1995 - 1999
Job Partner/Senior Managing Director at Corvex Management
Industry Financial Services
Experience
Corvex Management December 2010 - March 2015
FICO February 2007 - May 2013
Omega Advisors September 2009 - December 2010
FICO 2007 - 2010
Sandell Asset Management July 2006 - July 2009
Icahn Associates February 2004 - July 2006
March Partners February 2002 - February 2004
Salomon Smith Barney 1995 - 1999
Skills
Investments, Management, Financial Risk, Investment Banking, Trading, Hedge Funds, Risk Management, Portfolio Management, Equity Research, Bonds, Finance, Equities, Fixed Income, Financial Markets, Securities, Alternative Investments, Capital Markets, Credit, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Mergers & Acquisitions, Private Equity, Asset Managment, Asset Management
Education
Duke University
Corvex Management December 2010 - March 2015
FICO February 2007 - May 2013
Omega Advisors September 2009 - December 2010
FICO 2007 - 2010
Sandell Asset Management July 2006 - July 2009
Icahn Associates February 2004 - July 2006
March Partners February 2002 - February 2004
Salomon Smith Barney 1995 - 1999
Skills
Investments, Management, Financial Risk, Investment Banking, Trading, Hedge Funds, Risk Management, Portfolio Management, Equity Research, Bonds, Finance, Equities, Fixed Income, Financial Markets, Securities, Alternative Investments, Capital Markets, Credit, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Mergers & Acquisitions, Private Equity, Asset Managment, Asset Management
Education
Duke University
Paul Skibniewski's Salomon Smith Barney Experience July 1998 - August 2002
Job Financial Sector Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York September 2008 - July 2011
CIBC World Markets September 2002 - January 2008
Salomon Smith Barney July 1998 - August 2002
Federal Reserve Bank of New York June 1993 - August 1996
Skills
Financial Services, Equities, Risk Management, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Securities, Portfolio Management, Fixed Income, Financial Markets, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Fairfield University 1989 — 1993
Federal Reserve Bank of New York July 2011 - Present
Federal Reserve Bank of New York September 2008 - July 2011
CIBC World Markets September 2002 - January 2008
Salomon Smith Barney July 1998 - August 2002
Federal Reserve Bank of New York June 1993 - August 1996
Skills
Financial Services, Equities, Risk Management, Capital Markets, Bloomberg, Hedge Funds, Investment Banking, Securities, Portfolio Management, Fixed Income, Financial Markets, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Fairfield University 1989 — 1993
Rod Leitzes's Salomon Smith Barney Experience August 1999 - June 2001
Job Vice President, Bank Loan Trader at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles May 2008 - Present
Sharpridge Capital, LP March 2007 - April 2008
Deutsche Bank Securities July 2002 - March 2007
Salomon Smith Barney August 1999 - June 2001
Skills
Trading, Institutional Sales, Cash Management, Sales, Fixed Income, Financial Modeling, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Valuation, Series 7, Series 63, Relationship Management, Hedge Funds, Bloomberg, Alternative Investments, Asset Allocation, Securities, Hedging
Education
Franklin & Marshall College 1995 — 1999
BA, Sociology
Milton Academy
Loomis Sayles May 2008 - Present
Sharpridge Capital, LP March 2007 - April 2008
Deutsche Bank Securities July 2002 - March 2007
Salomon Smith Barney August 1999 - June 2001
Skills
Trading, Institutional Sales, Cash Management, Sales, Fixed Income, Financial Modeling, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Capital Markets, Asset Managment, Investments, Valuation, Series 7, Series 63, Relationship Management, Hedge Funds, Bloomberg, Alternative Investments, Asset Allocation, Securities, Hedging
Education
Franklin & Marshall College 1995 — 1999
BA, Sociology
Milton Academy
John S Reidy's Salomon Smith Barney Experience September 1997 - April 2002
Job Independent Philanthropy Professional
Industry Philanthropy
Experience
retired 2002 - 2009
Salomon Smith Barney September 1997 - April 2002
Skills
Fundraising, Nonprofits, Research, Non-profits, Public Speaking, Strategic Planning, Due Diligence, Business Strategy, Philanthropy, Strategy, Leadership, Start-ups
Education
Harvard Business School 1961 — 1963
Master of Business Administration (MBA), Finance, General
Milton Academy 1951 — 1956
Diploma, General Studies
Harvard University
A.B., Political Science and Government
retired 2002 - 2009
Salomon Smith Barney September 1997 - April 2002
Skills
Fundraising, Nonprofits, Research, Non-profits, Public Speaking, Strategic Planning, Due Diligence, Business Strategy, Philanthropy, Strategy, Leadership, Start-ups
Education
Harvard Business School 1961 — 1963
Master of Business Administration (MBA), Finance, General
Milton Academy 1951 — 1956
Diploma, General Studies
Harvard University
A.B., Political Science and Government
Peter Vermylen's Salomon Smith Barney Experience November 1997 - April 2001
Job Partner and CFO, Yellowfin Capital Management LLC
Industry Investment Banking
Experience
Yellowfin Capital Management LLC June 2006 - September 2012
Salomon Smith Barney November 1997 - April 2001
Salomon Brothers July 1986 - November 1997
The Chase Manhattan Bank September 1972 - June 1986
Skills
Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Mergers, Corporate Development, Private Equity
Education
Georgetown University 1967 — 1971
B.A., English
Yellowfin Capital Management LLC June 2006 - September 2012
Salomon Smith Barney November 1997 - April 2001
Salomon Brothers July 1986 - November 1997
The Chase Manhattan Bank September 1972 - June 1986
Skills
Venture Capital, Investment Banking, Capital Markets, Corporate Finance, Mergers, Corporate Development, Private Equity
Education
Georgetown University 1967 — 1971
B.A., English
Edward Oliver's Salomon Smith Barney Experience June 1996 - June 1997
Job Senior Domain Expert Finance at Dataminr, Inc.
Industry Financial Services
Experience
Dataminr, Inc. July 2014 - Present
Spellbound Theatre March 2014 - February 2015
Citigroup 1997 - February 2013
Salomon Smith Barney June 1996 - June 1997
Pitney Bowes 1994 - 1995
Britches Great Outdoors 1993 - 1994
BIC 1992 - 1993
Pepperidge Farm 1989 - 1992
INROADS 1985 - 1989
Skills
Equities, Capital Markets, Management, Hedge Funds, Fixed Income, Series 7, Series 24, Series 63, Sales, Sales Management, Marketing Management, Investments, Trading, Series 3, Series 55, Securities, Equity Trading, FINRA, Finance
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Hackley School
Morehouse College
BA, Business Administration
Dataminr, Inc. July 2014 - Present
Spellbound Theatre March 2014 - February 2015
Citigroup 1997 - February 2013
Salomon Smith Barney June 1996 - June 1997
Pitney Bowes 1994 - 1995
Britches Great Outdoors 1993 - 1994
BIC 1992 - 1993
Pepperidge Farm 1989 - 1992
INROADS 1985 - 1989
Skills
Equities, Capital Markets, Management, Hedge Funds, Fixed Income, Series 7, Series 24, Series 63, Sales, Sales Management, Marketing Management, Investments, Trading, Series 3, Series 55, Securities, Equity Trading, FINRA, Finance
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Finance
Hackley School
Morehouse College
BA, Business Administration
John Scuorzo's Salomon Smith Barney Experience June 1998 - June 2000
Job Managing Director Citi Equity Capital Markets
Industry Investment Banking
Experience
Citi June 2000 - Present
Salomon Smith Barney June 1998 - June 2000
Skills
Capital Markets, Investment Banking, IPO, Secondary Offerings, Convertible Bonds, PIPEs
Education
Georgetown University 1994 — 1998
BA, Finance
Cedar Grove High School
Cedar Grove High School
Citi June 2000 - Present
Salomon Smith Barney June 1998 - June 2000
Skills
Capital Markets, Investment Banking, IPO, Secondary Offerings, Convertible Bonds, PIPEs
Education
Georgetown University 1994 — 1998
BA, Finance
Cedar Grove High School
Cedar Grove High School
Brian Gildea's Salomon Smith Barney Experience 1997 - 1999
Job Managing Director at Hamilton Lane
Industry Venture Capital & Private Equity
Experience
Hamilton Lane 2009 - Present
Bear Stearns Merchant Banking / Bear Growth Capital Partners 2004 - 2009
Freeman Spogli & Co. 1999 - 2004
Salomon Smith Barney 1997 - 1999
Education
Georgetown University - The McDonough School of Business 1993 — 1997
BSBA, Finance
Hamilton Lane 2009 - Present
Bear Stearns Merchant Banking / Bear Growth Capital Partners 2004 - 2009
Freeman Spogli & Co. 1999 - 2004
Salomon Smith Barney 1997 - 1999
Education
Georgetown University - The McDonough School of Business 1993 — 1997
BSBA, Finance
Arkadiy Yakubov's Salomon Smith Barney Experience July 2002 - July 2004
Job Director at Orchard Senior Living
Industry Hospital & Health Care
Experience
Orchard Senior Living March 2015 - Present
Safe Haven Senior Living July 2007 - March 2015
Salomon Smith Barney July 2002 - July 2004
Skills
Marketing, Senior Services, Senior Living..., Assisted Living, Operations Management, Entrepreneurship, Financial Analysis, Real Estate
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Georgia State University
Orchard Senior Living March 2015 - Present
Safe Haven Senior Living July 2007 - March 2015
Salomon Smith Barney July 2002 - July 2004
Skills
Marketing, Senior Services, Senior Living..., Assisted Living, Operations Management, Entrepreneurship, Financial Analysis, Real Estate
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Finance
Georgia State University
Frank Czworka's Salomon Smith Barney Experience 1993 - 1994
Job VP & GM Osiris Therapeutics
Industry Biotechnology
Experience
Auxilium Pharmaceuticals 2009 - 2011
MedImmune 2006 - 2009
MedImmune 2001 - 2006
MedImmune 2000 - 2001
TAP Pharmaceuticals 1998 - 2000
TAP Pharmaceuticals 1997 - 1998
TAP Pharmaceuticals 1996 - 1997
TAP Pharmaceuticals 1994 - 1996
Salomon Smith Barney 1993 - 1994
Education
University of Central Florida
BSBA, Marketing
Florida State University 1988 — 1990
Auxilium Pharmaceuticals 2009 - 2011
MedImmune 2006 - 2009
MedImmune 2001 - 2006
MedImmune 2000 - 2001
TAP Pharmaceuticals 1998 - 2000
TAP Pharmaceuticals 1997 - 1998
TAP Pharmaceuticals 1996 - 1997
TAP Pharmaceuticals 1994 - 1996
Salomon Smith Barney 1993 - 1994
Education
University of Central Florida
BSBA, Marketing
Florida State University 1988 — 1990
Danese Tremble's Salomon Smith Barney Experience August 1999 - April 2002
Job Financial Services Field Sales at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance April 2002 - Present
Salomon Smith Barney August 1999 - April 2002
Citibank Universal Card Services November 1992 - June 1999
Skills
Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Liability, Mutual Funds, Qualified Retirement...
Education
Jacksonville University 1995 — 1998
Master of Business Administration (M.B.A.), Marketing/Management
Florida State University - College of Business 1990 — 1992
Bachelor of Science (B.S.), Marketing
State Farm Insurance April 2002 - Present
Salomon Smith Barney August 1999 - April 2002
Citibank Universal Card Services November 1992 - June 1999
Skills
Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Whole Life, Liability, Mutual Funds, Qualified Retirement...
Education
Jacksonville University 1995 — 1998
Master of Business Administration (M.B.A.), Marketing/Management
Florida State University - College of Business 1990 — 1992
Bachelor of Science (B.S.), Marketing
Carol Pope Murray's Salomon Smith Barney Experience April 1999 - January 2004
Job Independent Financial Services
Industry Financial Services
Experience
Salomon Smith Barney April 1999 - January 2004
J.P. Morgan January 1990 - March 1999
J.P. Morgan January 1984 - January 1990
Skills
Financial Analysis, Business Analysis, Banking, Finance, Accounting, Leadership, Risk Management, Investments, Business Strategy, Financial Modeling, Financial Services, Management, Portfolio Management, Public Speaking, Asset Management, Capital Markets, Corporate Finance, Equities, Equity Research, Investment Banking
Education
Georgetown University 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration
Salomon Smith Barney April 1999 - January 2004
J.P. Morgan January 1990 - March 1999
J.P. Morgan January 1984 - January 1990
Skills
Financial Analysis, Business Analysis, Banking, Finance, Accounting, Leadership, Risk Management, Investments, Business Strategy, Financial Modeling, Financial Services, Management, Portfolio Management, Public Speaking, Asset Management, Capital Markets, Corporate Finance, Equities, Equity Research, Investment Banking
Education
Georgetown University 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration
Daniel Brew's Salomon Smith Barney Experience September 2007 - December 2007
Job Business Analyst at GE Capital
Industry Financial Services
Experience
GE Capital June 2011 - Present
GE Capital July 2008 - June 2011
Salomon Smith Barney September 2007 - December 2007
Skills
Portfolio Management, Investments, Management, Financial Services, Loans, Financial Risk, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Finance, Capital Markets, Banking, Risk Management, Financial Reporting, Credit Analysis, Credit, Strategic Financial...
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance
GE Capital June 2011 - Present
GE Capital July 2008 - June 2011
Salomon Smith Barney September 2007 - December 2007
Skills
Portfolio Management, Investments, Management, Financial Services, Loans, Financial Risk, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Finance, Capital Markets, Banking, Risk Management, Financial Reporting, Credit Analysis, Credit, Strategic Financial...
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance
Fred Sanders's Salomon Smith Barney Experience March 1997 - January 1998
Job Managing Partner at Quantum Capital Partners
Industry Real Estate
Experience
Quantum Capital Partners February 2004 - Present
Salomon Smith Barney March 1997 - January 1998
UBS Securities April 1994 - March 1996
Skills
Certified Public..., Licensed Real Estate...
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Savannah State University 1979 — 1983
BS, Accounting
Certified Commercial Investment Management Institute
CCIM, Real Estate Investment Analysis
Quantum Capital Partners February 2004 - Present
Salomon Smith Barney March 1997 - January 1998
UBS Securities April 1994 - March 1996
Skills
Certified Public..., Licensed Real Estate...
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Finance
Savannah State University 1979 — 1983
BS, Accounting
Certified Commercial Investment Management Institute
CCIM, Real Estate Investment Analysis
Mattia Fattovich's Salomon Smith Barney Experience September 2001 - December 2001
Job Marketing Analyst at Keiser University
Industry Financial Services
Experience
Keiser University February 2011 - Present
The Pittsburgh Foundation November 2010 - December 2010
Banco Itau Private Bank International January 2010 - April 2010
Franklin Templeton Investments November 2004 - March 2009
Aminofol Inc. March 2002 - September 2004
Salomon Smith Barney September 2001 - December 2001
Education
Florida Atlantic University 2005 — 2008
Master of Business Administration, Finance
Keiser University February 2011 - Present
The Pittsburgh Foundation November 2010 - December 2010
Banco Itau Private Bank International January 2010 - April 2010
Franklin Templeton Investments November 2004 - March 2009
Aminofol Inc. March 2002 - September 2004
Salomon Smith Barney September 2001 - December 2001
Education
Florida Atlantic University 2005 — 2008
Master of Business Administration, Finance
Joseph A. Vanore, Jr.'s Salomon Smith Barney Experience September 1998 - September 1999
Job CBI, M&AMI, CVA, CMAP at Everingham & Kerr, Inc.
Industry Investment Banking
Experience
Everingham & Kerr, Inc. January 2001 - Present
Berwind Corporation October 1999 - December 2000
Salomon Smith Barney September 1998 - September 1999
Skills
Private Equity, Mergers, Business Valuation, Valuation, Investment Banking, Business Brokerage, Financial Modeling, Entrepreneurship, Due Diligence
Education
Georgetown University - The McDonough School of Business 1996 — 1998
Bachelors of Science, Business Administration
University of San Diego 1994 — 1996
Business Administration
Everingham & Kerr, Inc. January 2001 - Present
Berwind Corporation October 1999 - December 2000
Salomon Smith Barney September 1998 - September 1999
Skills
Private Equity, Mergers, Business Valuation, Valuation, Investment Banking, Business Brokerage, Financial Modeling, Entrepreneurship, Due Diligence
Education
Georgetown University - The McDonough School of Business 1996 — 1998
Bachelors of Science, Business Administration
University of San Diego 1994 — 1996
Business Administration
Amal Aly's Salomon Smith Barney Experience July 1998 - August 2000
Job Independent Consultant and Former SIFMA Managing Director and Associate General Counsel
Industry Financial Services
Experience
SIFMA September 2000 - November 2011
Salomon Smith Barney July 1998 - August 2000
Tenzer Greenblatt, LLP September 1992 - July 1998
Education
Fordham University School of Law
SIFMA September 2000 - November 2011
Salomon Smith Barney July 1998 - August 2000
Tenzer Greenblatt, LLP September 1992 - July 1998
Education
Fordham University School of Law
Ellen Walters's Salomon Smith Barney Experience 1998 - 2000
Job Vice President Market & Liquidity Risk Management: OpRisk & Control Assurance, Governance
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Credit Suisse June 2014 - Present
Credit Suisse January 2011 - June 2014
Credit Suisse January 2008 - December 2010
Credit Suisse August 2005 - December 2007
Credit Suisse March 2001 - August 2005
JPMorgan Chase 2000 - 2001
Salomon Smith Barney 1998 - 2000
U.S. Government Accountability Office May 1997 - March 1998
Skills
Fixed Income, Equities, Capital Markets, Securities, Derivatives, Operational Risk, Investment Banking, Series 7, Private Banking, Risk Management, Financial Services, Series 63, Series 24, Options, Operational Risk..., RCSA, Quality Assurance Review, Reputational Risk, PEP, Internal Controls, Controls Development, Internal Audit, Supervision, Series 9 & 10, Series 4 - Registered...
Education
SIFMA's Securities Industry Institute® (SII) - The Wharton School of The University of Pennsylvania 2011 — 2013
Graduate of Program
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Bethany College
Bachelor of Arts (BA), Accounting
Gino Petroni's Salomon Smith Barney Experience June 1994 - February 1999
Job Managing Director at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon July 2001 - Present
KPMG Consulting June 1999 - June 2001
kpmg 1999 - 2001
kpmg 1999 - 2001
Salomon Smith Barney June 1994 - February 1999
Merrill Lynch February 1992 - June 1994
ernst & young 1989 - 1993
Ernst & Young June 1989 - February 1992
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Hedge Funds, Investment Banking, Management, Portfolio Management, Financial Services
Education
Fordham University 1981 — 1985
BA, Accounting
Fordham University - Graduate School of Business Administration
MBA
The Bank of New York Mellon July 2001 - Present
KPMG Consulting June 1999 - June 2001
kpmg 1999 - 2001
kpmg 1999 - 2001
Salomon Smith Barney June 1994 - February 1999
Merrill Lynch February 1992 - June 1994
ernst & young 1989 - 1993
Ernst & Young June 1989 - February 1992
Skills
Fixed Income, Capital Markets, Equities, Derivatives, Risk Management, Hedge Funds, Investment Banking, Management, Portfolio Management, Financial Services
Education
Fordham University 1981 — 1985
BA, Accounting
Fordham University - Graduate School of Business Administration
MBA
Scott Freidenrich's Salomon Smith Barney Experience 2003 - 2005
Job EVP / Treasurer at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2010 - Present
Citigroup 2009 - 2010
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Salomon Smith Barney 2003 - 2005
Salomon Smith Barney 1997 - 2003
Smith Barney Harris Upham 1991 - 1997
Shearson Lehman Brothers 1988 - 1991
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
Bachelors, Finance, Economics
Bank of New York Mellon 2010 - Present
Citigroup 2009 - 2010
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Salomon Smith Barney 2003 - 2005
Salomon Smith Barney 1997 - 2003
Smith Barney Harris Upham 1991 - 1997
Shearson Lehman Brothers 1988 - 1991
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
Bachelors, Finance, Economics
Matthew Stover's Salomon Smith Barney Experience August 1999 - March 2002
Job Equity Research Analyst at Susquehanna International Group, LLP (SIG)
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Susquehanna International Group, LLP (SIG) July 2014 - Present
Guggenheim Capital Markets March 2011 - April 2014
Wellington Management March 2002 - December 2009
Salomon Smith Barney August 1999 - March 2002
Paine Webber July 1995 - July 1999
Bear Stearns May 1991 - July 1995
Skills
Equity Research, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Equity, Valuation, Financial Analysis, Investment Banking
Education
Fordham University 1987 — 1991
BS, Economics
Elizabeth Marin's Salomon Smith Barney Experience January 2001 - January 2003
Job Business Unit Treasurer Annuities and Retirement at Prudential Financial
Industry Financial Services
Experience
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Prudential Financial Vice President, Financial Planning & AnalysisPrudential FinancialJanuary 2011 - August 2014
BMO Capital Markets May 2007 - January 2009
WACHOVIA SECURITIES March 2005 - April 2007
BANC OF AMERICA SECURITIES LLC 2001 - 2005
Salomon Smith Barney January 2001 - January 2003
Salomon Smith Barney August 1995 - December 1998
COOPERS & LYBRAND, LLP January 1992 - January 1993
Skills
Mergers & Acquisitions, Capital Markets, Finance, Financial Analysis, Equities, Financial Services, Strategy, Management, Acquisitions, Auditing, IPO, Private Placements, CRM, Mortgage Lending, Sales, Financial Advisory, Divestitures, Investment Properties, Financial Institutions, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master, Business Administration
Fairfield University 1986 — 1990
Bachelor of Science, Accounting & Finance
Joshua Friedman's Salomon Smith Barney Experience 2000 - 2002
Job President & CEO at ProMed Properties
Industry Real Estate
Experience
ProMed Properties (private subsidiary of Gazit Globe) 2010 - Present
ProMed Properties/Gazit Group USA (private subsidiary of Gazit Globe) 2007 - 2010
Equity One (public subsidiary of Gazit Globe) 2006 - 2007
Time Warner 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Investment Banking, Due Diligence, Investment Properties, Financial Modeling, Valuation, Property Management, Investments, Real Estate Development, Real Estate, Acquisitions, Disposition, Real Estate Economics, Real Estate Financing, Real Estate Transactions
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate
Emory University - Goizueta Business School 1995 — 1999
BBA, Finance
Riverdale Country School 1991 — 1995
ProMed Properties (private subsidiary of Gazit Globe) 2010 - Present
ProMed Properties/Gazit Group USA (private subsidiary of Gazit Globe) 2007 - 2010
Equity One (public subsidiary of Gazit Globe) 2006 - 2007
Time Warner 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Investment Banking, Due Diligence, Investment Properties, Financial Modeling, Valuation, Property Management, Investments, Real Estate Development, Real Estate, Acquisitions, Disposition, Real Estate Economics, Real Estate Financing, Real Estate Transactions
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate
Emory University - Goizueta Business School 1995 — 1999
BBA, Finance
Riverdale Country School 1991 — 1995
Heather Neale-Fleming's Salomon Smith Barney Experience 1998 - 2003
Job Orton Gillingham Dyslexia Tutoring
Industry Education Management
Experience
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Ileana Nava's Salomon Smith Barney Experience June 1997 - June 2003
Job Administrative Assistant at College of DuPage
Industry Financial Services
Experience
College of DuPage December 2013 - Present
Joliet Township High School March 2009 - July 2013
Circuit City November 2005 - November 2008
Salomon Smith Barney June 1997 - June 2003
Brown, Alcantar,and Brown Inc. June 1994 - November 1996
Skills
Bilingual-Spanish, Microsoft Office, Coaching, Budgeting, Business Management, Customer Service, Excel, Databases, Inventory Management, Organizing, Problem Solving, Education, Hiring, Hardware, Internet, Lotus Notes, Mentoring, Outlook, PowerPoint, Retail, Troubleshooting, Word, Web Design, Youth Work
Education
Walden University 2008 — 2010
MBA, Business Administration
Walden University 2005 — 2008
BA, Business Administration
El Paso Community College 1990 — 1994
Associates, Information Systems
Irvin HighSchool 1984 — 1987
Diploma, General Academics
College of DuPage December 2013 - Present
Joliet Township High School March 2009 - July 2013
Circuit City November 2005 - November 2008
Salomon Smith Barney June 1997 - June 2003
Brown, Alcantar,and Brown Inc. June 1994 - November 1996
Skills
Bilingual-Spanish, Microsoft Office, Coaching, Budgeting, Business Management, Customer Service, Excel, Databases, Inventory Management, Organizing, Problem Solving, Education, Hiring, Hardware, Internet, Lotus Notes, Mentoring, Outlook, PowerPoint, Retail, Troubleshooting, Word, Web Design, Youth Work
Education
Walden University 2008 — 2010
MBA, Business Administration
Walden University 2005 — 2008
BA, Business Administration
El Paso Community College 1990 — 1994
Associates, Information Systems
Irvin HighSchool 1984 — 1987
Diploma, General Academics
Harris Palmer's Salomon Smith Barney Experience January 2000 - January 2001
Job
Industry Packaging and Containers
Experience
East Time, LLC October 2013 - Present
First New York Securities July 2011 - September 2013
Green Mountain Analytics, Financial Software Company May 2008 - August 2012
ECHOtrade, LLC, Proprietary Trading Firm June 2004 - July 2009
Project Control Group, Inc April 2001 - May 2004
Salomon Smith Barney January 2000 - January 2001
Skills
Trading Systems, Electronic Trading, Trading, Equities, Hedge Funds, Market Data, Equity Trading, Derivatives, Swaps, Credit Derivatives, Proprietary Trading, Customer Service, Equity Derivatives, Securities, Alternative Investments, Prime Brokerage, IT Strategy, Exchange Connectivity, IT Management, Project Management, Technical Analysis, Middle Office, Fixed Income, Bloomberg, Commodity, Trading Strategies, FX trading, Asset Management, Structured Products, Order Management, Business Strategy, Executive Management, Business Analysis, Financial Markets, Investment Banking, Back Office, Valuation, Capital Markets, Portfolio Management, Operations Management, Venture Capital, Managing Start-ups, Management Consulting, Leadership, Management, Investments, Risk Management, Financial Modeling, Strategic Planning, Strategy
Education
New York University 2003 — 2003
Project Management, Construction, Project Finance
Fairleigh Dickinson University 1998 — 2000
Business Finance
The Ohio State University 1995 — 1998
Business Finance & Consumer Affairs
Livingston High School 1991 — 1995
East Time, LLC October 2013 - Present
First New York Securities July 2011 - September 2013
Green Mountain Analytics, Financial Software Company May 2008 - August 2012
ECHOtrade, LLC, Proprietary Trading Firm June 2004 - July 2009
Project Control Group, Inc April 2001 - May 2004
Salomon Smith Barney January 2000 - January 2001
Skills
Trading Systems, Electronic Trading, Trading, Equities, Hedge Funds, Market Data, Equity Trading, Derivatives, Swaps, Credit Derivatives, Proprietary Trading, Customer Service, Equity Derivatives, Securities, Alternative Investments, Prime Brokerage, IT Strategy, Exchange Connectivity, IT Management, Project Management, Technical Analysis, Middle Office, Fixed Income, Bloomberg, Commodity, Trading Strategies, FX trading, Asset Management, Structured Products, Order Management, Business Strategy, Executive Management, Business Analysis, Financial Markets, Investment Banking, Back Office, Valuation, Capital Markets, Portfolio Management, Operations Management, Venture Capital, Managing Start-ups, Management Consulting, Leadership, Management, Investments, Risk Management, Financial Modeling, Strategic Planning, Strategy
Education
New York University 2003 — 2003
Project Management, Construction, Project Finance
Fairleigh Dickinson University 1998 — 2000
Business Finance
The Ohio State University 1995 — 1998
Business Finance & Consumer Affairs
Livingston High School 1991 — 1995
Cameron Cleeton's Salomon Smith Barney Experience July 1999 - January 2002
Job Vice President Strategy and Integration at Radiology Partners
Industry Hospital & Health Care
Experience
DaVita November 2010 - Present
DaVita April 2007 - November 2010
DaVita November 2003 - April 2007
Imperial Capital LLC September 2002 - August 2003
Salomon Smith Barney July 1999 - January 2002
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, New Business Development, Operations Management, Team Management, Healthcare Management, Team Leadership, Mergers, Management, Business Development, Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Business
University of California, Berkeley, Haas School of Business 1995 — 1999
B.S., International Business
DaVita November 2010 - Present
DaVita April 2007 - November 2010
DaVita November 2003 - April 2007
Imperial Capital LLC September 2002 - August 2003
Salomon Smith Barney July 1999 - January 2002
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, New Business Development, Operations Management, Team Management, Healthcare Management, Team Leadership, Mergers, Management, Business Development, Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Business
University of California, Berkeley, Haas School of Business 1995 — 1999
B.S., International Business
Scott C. Wilson's Salomon Smith Barney Experience 1994 - 2001
Job Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management January 2009 - Present
Citi Family Office January 2001 - January 2009
Salomon Smith Barney 1994 - 2001
Bankers Trust Company 1973 - 1976
Skills
Alternative Investments, Insurance, Finance, Portfolio Management, Financial Advisory, Wealth Management, Investment Banking, Private Equity, Series 7, Hedge Funds, Estate Planning
Education
Harvard Business School 1976 — 1978
MBA
University of Pennsylvania - The Wharton School 1969 — 1973
BS
Morgan Stanley Private Wealth Management January 2009 - Present
Citi Family Office January 2001 - January 2009
Salomon Smith Barney 1994 - 2001
Bankers Trust Company 1973 - 1976
Skills
Alternative Investments, Insurance, Finance, Portfolio Management, Financial Advisory, Wealth Management, Investment Banking, Private Equity, Series 7, Hedge Funds, Estate Planning
Education
Harvard Business School 1976 — 1978
MBA
University of Pennsylvania - The Wharton School 1969 — 1973
BS
Heidi Benko's Salomon Smith Barney Experience 1996 - 1999
Job VP Product Management
Industry Computer Software
Experience
GT Nexus (formerly TradeCard) November 1999 - Present
Salomon Smith Barney 1996 - 1999
KeyCorp 1995 - 1996
Skills
Professional Services, Product Management, SaaS, Cloud Computing, Business Analysis, Business Strategy, Business Development, Vendor Management, Enterprise Software, Solution Selling, Strategic Partnerships, Start-ups, Business Alliances, Business Intelligence, Program Management
Education
Fordham University
MBA, Finance and Information Systems
The University of Akron
BA, Accounting
GT Nexus (formerly TradeCard) November 1999 - Present
Salomon Smith Barney 1996 - 1999
KeyCorp 1995 - 1996
Skills
Professional Services, Product Management, SaaS, Cloud Computing, Business Analysis, Business Strategy, Business Development, Vendor Management, Enterprise Software, Solution Selling, Strategic Partnerships, Start-ups, Business Alliances, Business Intelligence, Program Management
Education
Fordham University
MBA, Finance and Information Systems
The University of Akron
BA, Accounting
B. Michael Marino's Salomon Smith Barney Experience 1994 - 1999
Job Managing Director & Southeast Market Manager at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
Michael B. Steinbaum, Esq.'s Salomon Smith Barney Experience 2000 - 2000
Job Law Practice Professional
Industry Law Practice
Experience
GEICO 2010 - 2011
Corbett and White, P.A. 2009 - 2010
Benson, Mucci & Weiss, PL 2007 - 2007
Brown, Van Horn P.A. 2006 - 2006
Judge Patti Henning/ 17th Judicial Circuit 2005 - 2005
Merrill Lynch 2001 - 2003
Salomon Smith Barney 2000 - 2000
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
J.D., Law
Florida State University 1996 — 2001
B.S., Finance
GEICO 2010 - 2011
Corbett and White, P.A. 2009 - 2010
Benson, Mucci & Weiss, PL 2007 - 2007
Brown, Van Horn P.A. 2006 - 2006
Judge Patti Henning/ 17th Judicial Circuit 2005 - 2005
Merrill Lynch 2001 - 2003
Salomon Smith Barney 2000 - 2000
Skills
Civil Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation, Mediation
Education
Nova Southeastern University—Shepard Broad Law Center 2004 — 2007
J.D., Law
Florida State University 1996 — 2001
B.S., Finance
Ray Sorrentini's Salomon Smith Barney Experience 2002 - 2004
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank 2011 - Present
Goldman Sachs 2010 - 2010
Citi 2004 - 2009
Salomon Smith Barney 2002 - 2004
Education
Duke University - Fuqua School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Connecticut
Bachelor of Arts (B.A.)
J.P. Morgan Private Bank 2011 - Present
Goldman Sachs 2010 - 2010
Citi 2004 - 2009
Salomon Smith Barney 2002 - 2004
Education
Duke University - Fuqua School of Business
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The University of Connecticut
Bachelor of Arts (B.A.)
Tracey Antia's Salomon Smith Barney Experience October 1997 - June 1998
Job Senior Web Developer at CoreOne Technologies
Industry Information Technology and Services
Experience
CoreOne Technologies September 2013 - Present
Thomson Reuters June 2006 - September 2013
Market Systems Inc. June 2001 - April 2006
Bear Stearns & Company September 1998 - April 2001
Salomon Smith Barney October 1997 - June 1998
GTE Data Services September 1994 - September 1997
Skills
MySQL, Shell Scripting, JavaScript, jQuery, Microsoft SQL Server, Web Services, SQL, Subversion, AJAX, XML, ASP.NET
Education
Florida International University 1991 — 1993
Bachelor of Science, Computer Science
Miami-Dade Community College 1989 — 1991
Associate of Science, Computer Science
CoreOne Technologies September 2013 - Present
Thomson Reuters June 2006 - September 2013
Market Systems Inc. June 2001 - April 2006
Bear Stearns & Company September 1998 - April 2001
Salomon Smith Barney October 1997 - June 1998
GTE Data Services September 1994 - September 1997
Skills
MySQL, Shell Scripting, JavaScript, jQuery, Microsoft SQL Server, Web Services, SQL, Subversion, AJAX, XML, ASP.NET
Education
Florida International University 1991 — 1993
Bachelor of Science, Computer Science
Miami-Dade Community College 1989 — 1991
Associate of Science, Computer Science
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers