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
Becky E Hites Becky E Hites's Salomon Smith Barney Experience March 2001 - August 2002
Job President, SteelInsights, LLC
Industry Mining & Metals
Experience
Steel-Insights, LLC December 2012 - Present
Association of Women in the Metal Industries January 2014 - Present
Association for Iron and Steel Technology (AIST) 2012 - Present
Association of Women in the Metal Industries January 2012 - December 2013
Miller Mathis January 2013 - November 2013
World Steel Dynamics May 2003 - February 2013
Salomon Smith Barney March 2001 - August 2002
M. Hecht & Associates January 1999 - March 2001
Deutsche Bank Alex Brown June 1998 - December 1999
Kurt Salmon Associates 1996 - 1998
Skills
Mergers & Acquisitions, Project Finance, Cost Modeling, Equity Analysis, Industrial Economics, Cash Flow Modeling, Mergers, Financial Research, Cash Flow Forecasting, Steel, Investment Banking, Due Diligence, Private Equity, Venture Capital, Equity Research, Valuation, Forecasting, Financial Modeling, Capital Markets, Management Consulting, Event Planning, Strategic Planning, Metals, Manufacturing, IPO, Investor Relations, Finance, M&A experience, Mining, Business Planning, Analysis, LBO, International Business, Equities, Restructuring, Business Strategy, Cost Models, Corporate Finance, Leadership, Leveraged Finance, Corporate Development, Coal, Financial Structuring, Financial Markets, Banking, Business Valuation, Private Placements, Executive Management, Economics, Financial Analysis
Education
The University of Georgia 1990 — 1992
MBA, Finance
University of West Georgia 1984 — 1986
Bachelor of Science, Economics
Liberty University 1982 — 1984
Steel-Insights, LLC December 2012 - Present
Association of Women in the Metal Industries January 2014 - Present
Association for Iron and Steel Technology (AIST) 2012 - Present
Association of Women in the Metal Industries January 2012 - December 2013
Miller Mathis January 2013 - November 2013
World Steel Dynamics May 2003 - February 2013
Salomon Smith Barney March 2001 - August 2002
M. Hecht & Associates January 1999 - March 2001
Deutsche Bank Alex Brown June 1998 - December 1999
Kurt Salmon Associates 1996 - 1998
Skills
Mergers & Acquisitions, Project Finance, Cost Modeling, Equity Analysis, Industrial Economics, Cash Flow Modeling, Mergers, Financial Research, Cash Flow Forecasting, Steel, Investment Banking, Due Diligence, Private Equity, Venture Capital, Equity Research, Valuation, Forecasting, Financial Modeling, Capital Markets, Management Consulting, Event Planning, Strategic Planning, Metals, Manufacturing, IPO, Investor Relations, Finance, M&A experience, Mining, Business Planning, Analysis, LBO, International Business, Equities, Restructuring, Business Strategy, Cost Models, Corporate Finance, Leadership, Leveraged Finance, Corporate Development, Coal, Financial Structuring, Financial Markets, Banking, Business Valuation, Private Placements, Executive Management, Economics, Financial Analysis
Education
The University of Georgia 1990 — 1992
MBA, Finance
University of West Georgia 1984 — 1986
Bachelor of Science, Economics
Liberty University 1982 — 1984
Kim Thies Kim Thies's Salomon Smith Barney Experience 1991 - 1993
Job CFO | VP Finance | Entertainment Media
Industry Entertainment
Experience
Tribune Broadcasting July 2015 - Present
SABIO mobile October 2014 - Present
Univision January 2012 - August 2014
NBC Universal 2008 - 2012
NBC Universal 2006 - 2008
NBC Universal 1997 - 2006
Egreetings Network, Inc. 1999 - 2001
KPMG Peat Marwick 1994 - 1997
Salomon Smith Barney 1991 - 1993
Skills
Financial Modeling, Acquisition Integration, Managerial Finance, Financial Analysis, Forecasting, Mergers, Financial Reporting, Strategic Financial..., Start-ups, Corporate Finance, Budgets, Accounting, Financial Accounting, Cash Flow, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act, Variance Analysis, College Recruiting, Internal Audit, Auditing, Financial Planning, Hyperion Enterprise, Finance
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
MPIA
University of California, Berkeley
Bachelor of Arts
International Christian University
Certificate
Tribune Broadcasting July 2015 - Present
SABIO mobile October 2014 - Present
Univision January 2012 - August 2014
NBC Universal 2008 - 2012
NBC Universal 2006 - 2008
NBC Universal 1997 - 2006
Egreetings Network, Inc. 1999 - 2001
KPMG Peat Marwick 1994 - 1997
Salomon Smith Barney 1991 - 1993
Skills
Financial Modeling, Acquisition Integration, Managerial Finance, Financial Analysis, Forecasting, Mergers, Financial Reporting, Strategic Financial..., Start-ups, Corporate Finance, Budgets, Accounting, Financial Accounting, Cash Flow, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act, Variance Analysis, College Recruiting, Internal Audit, Auditing, Financial Planning, Hyperion Enterprise, Finance
Education
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS)
MPIA
University of California, Berkeley
Bachelor of Arts
International Christian University
Certificate
Matthew Russell Matthew Russell's Salomon Smith Barney Experience 1998 - 1999
Job Managing Director, Technology Investment Banking at Foros
Industry Investment Banking
Experience
Foros 2012 - Present
Deutsche Bank 2004 - 2012
Credit Suisse First Boston 1999 - 2004
Salomon Smith Barney 1998 - 1999
Salomon Brothers 1997 - 1997
Hambros Bank Limited 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
University of Vermont 1988 — 1992
Bachelor of Science in Business Administration
Foros 2012 - Present
Deutsche Bank 2004 - 2012
Credit Suisse First Boston 1999 - 2004
Salomon Smith Barney 1998 - 1999
Salomon Brothers 1997 - 1997
Hambros Bank Limited 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA, Finance
University of Vermont 1988 — 1992
Bachelor of Science in Business Administration
Peter Luczkow Peter Luczkow's Salomon Smith Barney Experience June 2000 - January 2002
Job Programmer/Analyst at Computer Aid, Inc.
Industry Information Technology and Services
Experience
Computer Aid, Inc. June 2013 - Present
Lehigh Valley Professionals July 2012 - Present
Computer Aid, Inc. September 2012 - November 2012
UPS May 2002 - June 2012
Salomon Smith Barney June 2000 - January 2002
Merck & Co., Inc. July 1987 - August 1999
Johnson & Johnson January 1979 - June 1987
Skills
DB2, COBOL, ibm z/os mainframe, mvs/jcl, spufi, fileaid, expediter, vsam, visio, word, excel, powerpoint, project, Business Analysis, Data Analysis, Requirements Analysis, Outlook, Communicator, Project Planning, Test Cases, Full SDLC, Defect Tracking, Visio, CICS, MS Project, Microsoft Excel, HTML, Business Requirements, User Acceptance Testing, SDLC, Team Leadership, VSAM, Fileaid, PowerPoint, Analysis, ETL, Mainframe, Testing, SPUFI, SharePoint, Microsoft Word, JCL, Software Documentation, SQL, Systems Analysis, Quality Assurance, Requirements Gathering, Business Process, Waterfall, Access
Education
St John's University 1990 — 1992
MBA, Executive Management
Rutgers University 1982 — 1985
BS, Business Management
Middlesex County College 1974 — 1976
Associate of Science (AS), Computer Science
Computer Aid, Inc. June 2013 - Present
Lehigh Valley Professionals July 2012 - Present
Computer Aid, Inc. September 2012 - November 2012
UPS May 2002 - June 2012
Salomon Smith Barney June 2000 - January 2002
Merck & Co., Inc. July 1987 - August 1999
Johnson & Johnson January 1979 - June 1987
Skills
DB2, COBOL, ibm z/os mainframe, mvs/jcl, spufi, fileaid, expediter, vsam, visio, word, excel, powerpoint, project, Business Analysis, Data Analysis, Requirements Analysis, Outlook, Communicator, Project Planning, Test Cases, Full SDLC, Defect Tracking, Visio, CICS, MS Project, Microsoft Excel, HTML, Business Requirements, User Acceptance Testing, SDLC, Team Leadership, VSAM, Fileaid, PowerPoint, Analysis, ETL, Mainframe, Testing, SPUFI, SharePoint, Microsoft Word, JCL, Software Documentation, SQL, Systems Analysis, Quality Assurance, Requirements Gathering, Business Process, Waterfall, Access
Education
St John's University 1990 — 1992
MBA, Executive Management
Rutgers University 1982 — 1985
BS, Business Management
Middlesex County College 1974 — 1976
Associate of Science (AS), Computer Science
Frank DelliCarpini Frank DelliCarpini's Salomon Smith Barney Experience June 1994 - February 2003
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2008 - Present
Belle Haven Investments, L.P. March 2003 - January 2008
Salomon Smith Barney June 1994 - February 2003
PaineWebber February 1993 - June 1994
Education
Iona College 1986 — 1990
BA, Marketing
UBS Financial Services, Inc. January 2008 - Present
Belle Haven Investments, L.P. March 2003 - January 2008
Salomon Smith Barney June 1994 - February 2003
PaineWebber February 1993 - June 1994
Education
Iona College 1986 — 1990
BA, Marketing
Benjamin Dorr's Salomon Smith Barney Experience 2001 - 2004
Job EarlyStage Strategy & Corporate Development
Industry Internet
Experience
Various 2005 - Present
Rhythm (Acquired) 2009 - 2013
Counsyl 2008 - 2008
Brijit 2006 - 2008
The Carlyle Group 2005 - 2007
Morgan Stanley 2004 - 2005
Salomon Smith Barney 2001 - 2004
WhatCurse? - A Red Sox Fan Site 2000 - 2002
Education
Harvard University 1997 — 2001
AB, Special Concentration in Computer Science & Public Policy
Various 2005 - Present
Rhythm (Acquired) 2009 - 2013
Counsyl 2008 - 2008
Brijit 2006 - 2008
The Carlyle Group 2005 - 2007
Morgan Stanley 2004 - 2005
Salomon Smith Barney 2001 - 2004
WhatCurse? - A Red Sox Fan Site 2000 - 2002
Education
Harvard University 1997 — 2001
AB, Special Concentration in Computer Science & Public Policy
Bryon Eggan Bryon Eggan's Salomon Smith Barney Experience February 2002 - July 2007
Job Senior Sales Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2013 - Present
Principal Financial Group October 2008 - December 2012
Fifth Third Securities July 2007 - October 2008
Salomon Smith Barney February 2002 - July 2007
Skills
Retirement Planning, Wealth Management, 401k, Retirement, Retirement Plan..., Mutual Funds, Asset Allocation, Employee Benefits, Roth IRA, Pensions, Wealth Management..., Estate Planning, Investment Advisory, Fixed Annuities, IRAs, Uniform Combined State..., 401k Rollovers, Financial Advisory, Investment Strategies, Separately Managed..., FINRA, Defined Benefit, Disability Insurance, Life Insurance, Variable Annuities, Fiduciary, Fiduciary Liability
Education
Michigan State University 1999 — 2005
B.A., Advertising
Principal Financial Group January 2013 - Present
Principal Financial Group October 2008 - December 2012
Fifth Third Securities July 2007 - October 2008
Salomon Smith Barney February 2002 - July 2007
Skills
Retirement Planning, Wealth Management, 401k, Retirement, Retirement Plan..., Mutual Funds, Asset Allocation, Employee Benefits, Roth IRA, Pensions, Wealth Management..., Estate Planning, Investment Advisory, Fixed Annuities, IRAs, Uniform Combined State..., 401k Rollovers, Financial Advisory, Investment Strategies, Separately Managed..., FINRA, Defined Benefit, Disability Insurance, Life Insurance, Variable Annuities, Fiduciary, Fiduciary Liability
Education
Michigan State University 1999 — 2005
B.A., Advertising
J. Andrew Wallace, CFA's Salomon Smith Barney Experience August 1997 - January 1999
Job Founder SVP at Virtual Financial Group VFG
Industry Financial Services
Experience
Virtual Financial April 2014 - Present
Wallace Capital International, Ltd. March 2008 - Present
Chicago Luxury Beds January 2005 - Present
R.J. O'Brien February 1999 - March 2008
Thoreau Capital Management LLC February 2002 - January 2004
Salomon Smith Barney August 1997 - January 1999
Salomon Brothers August 1984 - August 1997
Staley Commodities June 1983 - July 1984
Skills
Strategic Planning, Management, Investments, Sales, Marketing, Leadership, Small Business, Entrepreneurship, Life Insurance, Team Building, Social Media Marketing, Marketing Strategy, New Business Development, Social Networking, Financial Services, Portfolio Management, Finance, Trading, Negotiation, Public Speaking, Asset Management, Loans, Real Estate, Property & Casualty..., Investment Strategies, Customer Service, Startup Development, Start-ups, Derivatives, Equities, Business Development, Risk Management, Hedge Funds, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), International Finance & Marketing
Indiana University Bloomington 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
Virtual Financial April 2014 - Present
Wallace Capital International, Ltd. March 2008 - Present
Chicago Luxury Beds January 2005 - Present
R.J. O'Brien February 1999 - March 2008
Thoreau Capital Management LLC February 2002 - January 2004
Salomon Smith Barney August 1997 - January 1999
Salomon Brothers August 1984 - August 1997
Staley Commodities June 1983 - July 1984
Skills
Strategic Planning, Management, Investments, Sales, Marketing, Leadership, Small Business, Entrepreneurship, Life Insurance, Team Building, Social Media Marketing, Marketing Strategy, New Business Development, Social Networking, Financial Services, Portfolio Management, Finance, Trading, Negotiation, Public Speaking, Asset Management, Loans, Real Estate, Property & Casualty..., Investment Strategies, Customer Service, Startup Development, Start-ups, Derivatives, Equities, Business Development, Risk Management, Hedge Funds, Capital Markets, Strategy
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (MBA), International Finance & Marketing
Indiana University Bloomington 1979 — 1983
Bachelor of Arts (B.A.), Finance and Financial Management Services
Brad Wilford's Salomon Smith Barney Experience July 2000 - July 2002
Job Partner
Industry Venture Capital & Private Equity
Experience
Privately Owned Investment Advisory Firm July 2002 - Present
Salomon Smith Barney July 2000 - July 2002
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Valuation, Marketing Strategy, Corporate Finance, New Business Development, Due Diligence
Education
Harvard University 1996 — 2000
Bachelor of Arts (A.B.), Economics
Privately Owned Investment Advisory Firm July 2002 - Present
Salomon Smith Barney July 2000 - July 2002
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Valuation, Marketing Strategy, Corporate Finance, New Business Development, Due Diligence
Education
Harvard University 1996 — 2000
Bachelor of Arts (A.B.), Economics
Billy McGee's Salomon Smith Barney Experience 1999 - 2000
Job Director of Growth + Product Marketing at Notion Increase Your Team Intelligence
Industry Computer Software
Experience
Notion - Increase Your Team Intelligence September 2015 - Present
CrowdCompass by Cvent January 2015 - August 2015
Cvent June 2012 - December 2014
CrowdCompass, Inc. December 2010 - June 2012
White & Lee LLP August 2006 - December 2010
DemocracyLab 2008 - 2010
Palo Alto Trading 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Start-ups, Mergers, Venture Capital, Licensing, Corporate Law, Strategic Partnerships, Intellectual Property, Contract Negotiation, SaaS, Entrepreneurship, Marketing, Marketing Strategy, Sales, Salesforce.com, Business Planning, Business Strategy, Leadership, Mobile Applications, Mobile Devices, Management, Mergers & Acquisitions, Executive Management, New Business Development, Event Management, Email Marketing, Product Management, Finance, Strategy
Education
Lewis & Clark Law School 2002 — 2005
JD, Business Law
The College of William and Mary 1992 — 1997
B.A., Philosophy & Mathematics
Notion - Increase Your Team Intelligence September 2015 - Present
CrowdCompass by Cvent January 2015 - August 2015
Cvent June 2012 - December 2014
CrowdCompass, Inc. December 2010 - June 2012
White & Lee LLP August 2006 - December 2010
DemocracyLab 2008 - 2010
Palo Alto Trading 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Start-ups, Mergers, Venture Capital, Licensing, Corporate Law, Strategic Partnerships, Intellectual Property, Contract Negotiation, SaaS, Entrepreneurship, Marketing, Marketing Strategy, Sales, Salesforce.com, Business Planning, Business Strategy, Leadership, Mobile Applications, Mobile Devices, Management, Mergers & Acquisitions, Executive Management, New Business Development, Event Management, Email Marketing, Product Management, Finance, Strategy
Education
Lewis & Clark Law School 2002 — 2005
JD, Business Law
The College of William and Mary 1992 — 1997
B.A., Philosophy & Mathematics
Danielle Paulson's Salomon Smith Barney Experience 1998 - 1999
Job National Account Director at Evenflo Feeding, Inc.
Industry Consumer Goods
Experience
Evenflo Feeding, Inc. March 2014 - Present
World Kitchen August 2012 - February 2014
Sara Lee Food and Beverage September 2011 - August 2012
Sara Lee Food and Beverage June 2008 - September 2011
Sara Lee Food and Beverage May 2007 - June 2008
Sara Lee Food and Beverage January 2006 - May 2007
Sara Lee Food and Beverage November 2004 - January 2006
Campbell's Soup Company August 1999 - November 2004
Salomon Smith Barney 1998 - 1999
Skills
Retail, Sales Operations, Shopper Marketing, AC Nielsen, Spectra, Management, Merchandising, Account Management, Sales, Consumer Products, IRI, Grocery, Categorization, National Accounts, Nielsen, Key Account Development, Pricing, Trade Marketing, Customer Insight, Customer Marketing
Education
Miami University
Bachelor of Science, Marketing
Evenflo Feeding, Inc. March 2014 - Present
World Kitchen August 2012 - February 2014
Sara Lee Food and Beverage September 2011 - August 2012
Sara Lee Food and Beverage June 2008 - September 2011
Sara Lee Food and Beverage May 2007 - June 2008
Sara Lee Food and Beverage January 2006 - May 2007
Sara Lee Food and Beverage November 2004 - January 2006
Campbell's Soup Company August 1999 - November 2004
Salomon Smith Barney 1998 - 1999
Skills
Retail, Sales Operations, Shopper Marketing, AC Nielsen, Spectra, Management, Merchandising, Account Management, Sales, Consumer Products, IRI, Grocery, Categorization, National Accounts, Nielsen, Key Account Development, Pricing, Trade Marketing, Customer Insight, Customer Marketing
Education
Miami University
Bachelor of Science, Marketing
Nikki Varveris Erbele Nikki Varveris Erbele's Salomon Smith Barney Experience May 2000 - August 2000
Job Director of Acquisitions & Development at Baron Properties
Industry Real Estate
Experience
Baron Properties February 2015 - Present
Baron Properties March 2013 - Present
Archstone February 2011 - February 2013
Gart Properties LLC June 2010 - February 2011
Kiser Group June 2001 - August 2009
Salomon Smith Barney May 2000 - August 2000
Grubb & Ellis May 1999 - August 1999
Skills
Dispositions, Real Estate, Asset Management, Real Estate Investment, Underwriting, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Disposition, Asset Managment, Commercial Real Estate, Finance, Investments, Real Estate Transactions, Apartments, Real Estate Economics, Acquisitions, Brokerage, Investment Properties, Residential Homes, Property
Education
University of Denver - Daniels College of Business 2009 — 2010
Masters, Real Estate and Construction Management, Real Estate
Miami University 1997 — 2001
Bachelor's degree, Finance
Miami University Dubois Center, Luxemburg 1999 — 1999
International Business & French
Golden High School
Baron Properties February 2015 - Present
Baron Properties March 2013 - Present
Archstone February 2011 - February 2013
Gart Properties LLC June 2010 - February 2011
Kiser Group June 2001 - August 2009
Salomon Smith Barney May 2000 - August 2000
Grubb & Ellis May 1999 - August 1999
Skills
Dispositions, Real Estate, Asset Management, Real Estate Investment, Underwriting, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Disposition, Asset Managment, Commercial Real Estate, Finance, Investments, Real Estate Transactions, Apartments, Real Estate Economics, Acquisitions, Brokerage, Investment Properties, Residential Homes, Property
Education
University of Denver - Daniels College of Business 2009 — 2010
Masters, Real Estate and Construction Management, Real Estate
Miami University 1997 — 2001
Bachelor's degree, Finance
Miami University Dubois Center, Luxemburg 1999 — 1999
International Business & French
Golden High School
Brenda Titus Brenda Titus's Salomon Smith Barney Experience November 1998 - October 2002
Job Complex Supervisory Officer at UBS
Industry Financial Services
Experience
UBS July 2014 - Present
Barclays December 2013 - July 2014
JPMorgan Chase March 2011 - December 2013
UBS June 2006 - March 2011
UBS February 2003 - June 2006
Salomon Smith Barney November 1998 - October 2002
Skills
Business Development, Direct Marketing, E-commerce, SOA, Team Management, Investments, Analytics, Strategy
Education
Long Island University 1995 — 1999
Bachelor of Science (BS), Accounting and Marketing
UBS July 2014 - Present
Barclays December 2013 - July 2014
JPMorgan Chase March 2011 - December 2013
UBS June 2006 - March 2011
UBS February 2003 - June 2006
Salomon Smith Barney November 1998 - October 2002
Skills
Business Development, Direct Marketing, E-commerce, SOA, Team Management, Investments, Analytics, Strategy
Education
Long Island University 1995 — 1999
Bachelor of Science (BS), Accounting and Marketing
W. Mark Barber W. Mark Barber's Salomon Smith Barney Experience 1998 - 2001
Job Partner at Arma Partners
Industry
Experience
Arma Partners 2013 - Present
Citi 2001 - 2012
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA)
The University of Western Ontario 1984 — 1989
Bachelor of Engineering (B.Eng.)
Arma Partners 2013 - Present
Citi 2001 - 2012
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1994 - 1998
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (MBA)
The University of Western Ontario 1984 — 1989
Bachelor of Engineering (B.Eng.)
David R. Rose, Jr., CFA David R. Rose, Jr., CFA's Salomon Smith Barney Experience 1996 - 1999
Job Senior Investment Professional
Industry Financial Services
Experience
The Brick Presbyterian Church 2013 - Present
Citigroup 2005 - 2012
Lehman Brothers 1999 - 2002
Salomon Smith Barney 1996 - 1999
Merrill Lynch 1996 - 1996
Skills
Investments, Equity Research, Equities, Asset Managment, Financial Modeling, Machinery, Agriculture, Commodity Markets, Advertising Research, Financial Analysis, Corporate Finance, Asset Management, Trading, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Mergers & Acquisitions, Investment Banking, Structured Finance, Fixed Income, Valuation, Investment Strategies, Analysis, Alternative Investments, Emerging Markets, Capital Markets, Financial Markets, Securities, Structured Products, Private Equity, Series 7, Equity Valuation
Education
Northwestern University 1992 — 1996
M.A., Economics
London School of Economics and Political Science
M.Sc., Economics
Lafayette College
A.B, Economics and Business, Cum Laude with Honors
Glenbrook North
The Brick Presbyterian Church 2013 - Present
Citigroup 2005 - 2012
Lehman Brothers 1999 - 2002
Salomon Smith Barney 1996 - 1999
Merrill Lynch 1996 - 1996
Skills
Investments, Equity Research, Equities, Asset Managment, Financial Modeling, Machinery, Agriculture, Commodity Markets, Advertising Research, Financial Analysis, Corporate Finance, Asset Management, Trading, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Mergers & Acquisitions, Investment Banking, Structured Finance, Fixed Income, Valuation, Investment Strategies, Analysis, Alternative Investments, Emerging Markets, Capital Markets, Financial Markets, Securities, Structured Products, Private Equity, Series 7, Equity Valuation
Education
Northwestern University 1992 — 1996
M.A., Economics
London School of Economics and Political Science
M.Sc., Economics
Lafayette College
A.B, Economics and Business, Cum Laude with Honors
Glenbrook North
Mark Metz Mark Metz's Salomon Smith Barney Experience April 1997 - May 1999
Job Consultant Collaboration Services at BristolMyers Squibb
Industry Computer Software
Experience
Bristol-Myers Squibb June 2015 - Present
Citi November 2010 - June 2015
Citi July 2009 - November 2010
Citi March 2007 - July 2009
Citi September 2006 - February 2007
Citi August 2004 - August 2006
Johnson & Johnson July 2003 - July 2004
Novartis June 2001 - July 2003
Novartis May 1999 - May 2001
Salomon Smith Barney April 1997 - May 1999
Skills
Solaris, Windows Server, DNS, Business Continuity, Unix, DHCP, Integration, Active Directory, Disaster Recovery, Servers, Data Center, ITIL, System Administration, Incident Management, Troubleshooting, IT Operations, Technical Support
Education
Howard University 1984 — 1989
Bachelor of Business Administration (BBA), Finance
Bristol-Myers Squibb June 2015 - Present
Citi November 2010 - June 2015
Citi July 2009 - November 2010
Citi March 2007 - July 2009
Citi September 2006 - February 2007
Citi August 2004 - August 2006
Johnson & Johnson July 2003 - July 2004
Novartis June 2001 - July 2003
Novartis May 1999 - May 2001
Salomon Smith Barney April 1997 - May 1999
Skills
Solaris, Windows Server, DNS, Business Continuity, Unix, DHCP, Integration, Active Directory, Disaster Recovery, Servers, Data Center, ITIL, System Administration, Incident Management, Troubleshooting, IT Operations, Technical Support
Education
Howard University 1984 — 1989
Bachelor of Business Administration (BBA), Finance
John Vogel's Salomon Smith Barney Experience 2001 - 2001
Job Associate at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ August 2011 - Present
Barclays Capital May 2010 - May 2011
Bank of America March 2006 - May 2010
Nomura Securities December 2004 - November 2005
DT Trading, CBOT August 2003 - October 2004
Zhejiang University January 2003 - June 2003
Congressman Ray LaHood 2002 - 2002
Salomon Smith Barney 2001 - 2001
Salomon Smith Barney 2000 - 2000
Skills
Product Knowledge:..., Proficient with..., Systems:..., Systems: (CLO): Moodys..., Systems: (Derivatives):..., Account Reconciliation, Interest Rate Swaps, Market Risk, Fixed Income, Interest Rate..., Trading, Bloomberg, Risk Management, Derivatives, Equity Derivatives, Credit Derivatives, Structured Products, Rates, Product Control, Swaps, Credit Risk, Bloomberg Terminal, Options, Middle Office, Financial Risk, Back Office, Bonds, CDS, Financial Services, Securities, Trading Systems, Prime Brokerage, Portfolio Management, Market Data
Education
Chicago Mercantile Exchange, Globex Learning Center 2004 — 2004
Technical Analysis & Electronic Trading Strategies
Zhejiang University 2003 — 2003
Study Abroad - History
Loras College 1998 — 2003
B.A., Double Major: History and Political Science
Bank of Tokyo-Mitsubishi UFJ August 2011 - Present
Barclays Capital May 2010 - May 2011
Bank of America March 2006 - May 2010
Nomura Securities December 2004 - November 2005
DT Trading, CBOT August 2003 - October 2004
Zhejiang University January 2003 - June 2003
Congressman Ray LaHood 2002 - 2002
Salomon Smith Barney 2001 - 2001
Salomon Smith Barney 2000 - 2000
Skills
Product Knowledge:..., Proficient with..., Systems:..., Systems: (CLO): Moodys..., Systems: (Derivatives):..., Account Reconciliation, Interest Rate Swaps, Market Risk, Fixed Income, Interest Rate..., Trading, Bloomberg, Risk Management, Derivatives, Equity Derivatives, Credit Derivatives, Structured Products, Rates, Product Control, Swaps, Credit Risk, Bloomberg Terminal, Options, Middle Office, Financial Risk, Back Office, Bonds, CDS, Financial Services, Securities, Trading Systems, Prime Brokerage, Portfolio Management, Market Data
Education
Chicago Mercantile Exchange, Globex Learning Center 2004 — 2004
Technical Analysis & Electronic Trading Strategies
Zhejiang University 2003 — 2003
Study Abroad - History
Loras College 1998 — 2003
B.A., Double Major: History and Political Science
Jen Downing's Salomon Smith Barney Experience May 1996 - August 2005
Job Admin Asst at St. Maria Goretti
Industry Religious Institutions
Experience
St. Maria Goretti Catholic Church June 2006 - Present
Salomon Smith Barney May 1996 - August 2005
Skills
Troubleshooting, Public Speaking, Volunteer Management, Customer Service, Theology, Stewardship, Social Media, Community Outreach, Spiritual Direction, Religion, Leadership Development, Event Management, Staff Development, Editing, Process Improvement, Program Management, Management, Project Management
Education
Indiana University-Purdue University at Indianapolis 1992 — 2006
B.A., European History
St. Maria Goretti Catholic Church June 2006 - Present
Salomon Smith Barney May 1996 - August 2005
Skills
Troubleshooting, Public Speaking, Volunteer Management, Customer Service, Theology, Stewardship, Social Media, Community Outreach, Spiritual Direction, Religion, Leadership Development, Event Management, Staff Development, Editing, Process Improvement, Program Management, Management, Project Management
Education
Indiana University-Purdue University at Indianapolis 1992 — 2006
B.A., European History
Greg Misuta's Salomon Smith Barney Experience 1999 - 2000
Job Sr Software Engineer
Industry Computer Software
Experience
Express Scripts March 2013 - Present
Express Scripts 2003 - March 2013
Greg Misuta Inc 2000 - 2003
Salomon Smith Barney 1999 - 2000
Medco 1996 - 1999
UPS 1989 - 1996
KAMYR, Inc 1985 - 1989
Skills
SOA, Agile, Scrum, XML, AJAX, Java, JavaScript, Architecture, HTML, C++, OOAD, JSP, Web Services, C, Application Architecture, UML, SQL, JDBC, DB2, SDLC, Unix, Software Development, Agile Methodologies
Education
Manhattan College 1980 — 1985
BSME, Mechanical Engineering, with minor in Computer Science
Express Scripts March 2013 - Present
Express Scripts 2003 - March 2013
Greg Misuta Inc 2000 - 2003
Salomon Smith Barney 1999 - 2000
Medco 1996 - 1999
UPS 1989 - 1996
KAMYR, Inc 1985 - 1989
Skills
SOA, Agile, Scrum, XML, AJAX, Java, JavaScript, Architecture, HTML, C++, OOAD, JSP, Web Services, C, Application Architecture, UML, SQL, JDBC, DB2, SDLC, Unix, Software Development, Agile Methodologies
Education
Manhattan College 1980 — 1985
BSME, Mechanical Engineering, with minor in Computer Science
Martin Wierzbicki Martin Wierzbicki's Salomon Smith Barney Experience 1997 - 2000
Job Managing Director at Cerca Trova Advisors LLC
Industry Financial Services
Experience
Cerca Trova Advisors LLC 2008 - Present
Nokia 2005 - 2008
Crimson 2002 - 2005
Salomon Smith Barney 1997 - 2000
Skills
Mergers, Investments, Venture Capital, Corporate Development, Private Equity, Mergers & Acquisitions, Strategy, Equities, Due Diligence, Finance, Start-ups, Management, Joint Ventures, Microsoft Excel, M&A experience, Investment Banking, Capital Raising, Mobile Devices, Analysis, Business Development, Valuation, LBO, Strategic Partnerships, Emerging Markets, Digital Media, Fixed Income, Financial Structuring, Financial Modeling, Entrepreneurship, New Business Development, Negotiation
Education
Massachusetts Institute of Technology 1992 — 1997
B.S
Cerca Trova Advisors LLC 2008 - Present
Nokia 2005 - 2008
Crimson 2002 - 2005
Salomon Smith Barney 1997 - 2000
Skills
Mergers, Investments, Venture Capital, Corporate Development, Private Equity, Mergers & Acquisitions, Strategy, Equities, Due Diligence, Finance, Start-ups, Management, Joint Ventures, Microsoft Excel, M&A experience, Investment Banking, Capital Raising, Mobile Devices, Analysis, Business Development, Valuation, LBO, Strategic Partnerships, Emerging Markets, Digital Media, Fixed Income, Financial Structuring, Financial Modeling, Entrepreneurship, New Business Development, Negotiation
Education
Massachusetts Institute of Technology 1992 — 1997
B.S
Pey Kitty Pai Pey Kitty Pai's Salomon Smith Barney Experience May 2002 - August 2002
Job Sr. Procurement Manager at Alteza S.A. de C.V.
Industry International Trade and Development
Experience
Alteza S.A. de C.V. February 2010 - Present
Industry Truck Center April 2008 - January 2010
Kaizen Corp. May 2007 - December 2009
Evo Games November 2005 - July 2007
Alteza S.A. de C.V. June 2003 - July 2007
Salomon Smith Barney May 2002 - August 2002
Menlo College February 2000 - May 2001
Skills
Marketing, Program Management, Management, Budgets, Forecasting, Start-ups, Strategic Planning, Strategic Partnerships, Sales
Education
University of Southern California - Marshall School of Business 2001 — 2003
Bachelor's, Global Management
Menlo College 1999 — 2001
International Business
Alteza S.A. de C.V. February 2010 - Present
Industry Truck Center April 2008 - January 2010
Kaizen Corp. May 2007 - December 2009
Evo Games November 2005 - July 2007
Alteza S.A. de C.V. June 2003 - July 2007
Salomon Smith Barney May 2002 - August 2002
Menlo College February 2000 - May 2001
Skills
Marketing, Program Management, Management, Budgets, Forecasting, Start-ups, Strategic Planning, Strategic Partnerships, Sales
Education
University of Southern California - Marshall School of Business 2001 — 2003
Bachelor's, Global Management
Menlo College 1999 — 2001
International Business
Matthew Nemitoff's Salomon Smith Barney Experience February 1998 - June 1998
Job Owner, A Better Image, Inc
Industry Marketing and Advertising
Experience
A Better Image, Inc January 1998 - Present
Salomon Smith Barney February 1998 - June 1998
Nat West September 1996 - February 1998
Skills
Advertising, Marketing, Trade Shows, Strategy, Budgets, Marketing Strategy, Corporate Branding, Email Marketing, Direct Marketing, Strategic Partnerships, Product Marketing, Retail, Logo Design, Marketing Communications, Strategic Planning, New Business Development, Entrepreneurship, Brand Development, Small Business, Start-ups, Digital Strategy, Marketing Management, Lead Generation, Event Management, B2B Marketing, Web Analytics, Digital Media, Social Media Marketing
Education
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS Finance
A Better Image, Inc January 1998 - Present
Salomon Smith Barney February 1998 - June 1998
Nat West September 1996 - February 1998
Skills
Advertising, Marketing, Trade Shows, Strategy, Budgets, Marketing Strategy, Corporate Branding, Email Marketing, Direct Marketing, Strategic Partnerships, Product Marketing, Retail, Logo Design, Marketing Communications, Strategic Planning, New Business Development, Entrepreneurship, Brand Development, Small Business, Start-ups, Digital Strategy, Marketing Management, Lead Generation, Event Management, B2B Marketing, Web Analytics, Digital Media, Social Media Marketing
Education
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
BS Finance
Harry Ward, CFA, CFP®, CAIA Harry Ward, CFA, CFP®, CAIA's Salomon Smith Barney Experience 2000 - 2000
Job Managing Director at Peloton Wealth Management
Industry Investment Management
Experience
Howard Financial Services 2006 - 2012
Millennium Wave Investments 2003 - 2006
Salomon Smith Barney 2000 - 2000
Mannesmann Pipe & Steel 1996 - 1999
Mannesmann Pipe & Steel 1993 - 1996
Skills
Asset Allocation, Hedge Funds, ETFs, Fund Of Funds, Portfolio Management, Mutual Funds, Due Diligence, Fixed Income, Closed-end Funds, Alternative Investment..., PerTrac, Series 65
Education
Illinois Institute of Technology 1999 — 2001
MS, Financial Markets
Vanderbilt University 1987 — 1991
BA, Sociology
Howard Financial Services 2006 - 2012
Millennium Wave Investments 2003 - 2006
Salomon Smith Barney 2000 - 2000
Mannesmann Pipe & Steel 1996 - 1999
Mannesmann Pipe & Steel 1993 - 1996
Skills
Asset Allocation, Hedge Funds, ETFs, Fund Of Funds, Portfolio Management, Mutual Funds, Due Diligence, Fixed Income, Closed-end Funds, Alternative Investment..., PerTrac, Series 65
Education
Illinois Institute of Technology 1999 — 2001
MS, Financial Markets
Vanderbilt University 1987 — 1991
BA, Sociology
Manjit Sahansra's Salomon Smith Barney Experience 1998 - 2000
Job Manager Financial Systems/Project Mangement
Industry Music
Experience
Viacom January 2006 - Present
Geet Sangeet 2003 - Present
Revlon 2014 - 2014
New York Times 2004 - 2006
Hain Celestial 2002 - 2005
Cablevision 1999 - 2002
Salomon Smith Barney 1998 - 2000
KPMG 1996 - 1998
Skills
Hyperion, HFM, Oracel 11, Hyperion Enterprise, Sarbanes-Oxley Act, Management, Financial Reporting, Hyperion Planning, Training, Project Planning, Software Documentation, Enterprise Software, FDM, Project Management, Finance, Financial Modeling, Oracle, Financial Systems, Analysis, Data Migration, Troubleshooting, User Training, User Support, Hyperion Training, Business Intelligence, Business Intelligence..., Business Strategy, Business Process..., IT Management, Process Control, Oracle Applications, Hyperion HFM, Hyperion EPM, Hyperion Financial..., Hyperion Performance..., Hyperion Reports, Process Improvement, Sales Presentations, Business Analysis, Microsoft Excel, Smartview, Essbase, Remote User Support, Hyperion Financial...
Education
Hofstra University 1991 — 1994
Bachelors in Science, Accounting/IT
Forest Hills High School 1985 — 1989
graduated, Accounting
Viacom January 2006 - Present
Geet Sangeet 2003 - Present
Revlon 2014 - 2014
New York Times 2004 - 2006
Hain Celestial 2002 - 2005
Cablevision 1999 - 2002
Salomon Smith Barney 1998 - 2000
KPMG 1996 - 1998
Skills
Hyperion, HFM, Oracel 11, Hyperion Enterprise, Sarbanes-Oxley Act, Management, Financial Reporting, Hyperion Planning, Training, Project Planning, Software Documentation, Enterprise Software, FDM, Project Management, Finance, Financial Modeling, Oracle, Financial Systems, Analysis, Data Migration, Troubleshooting, User Training, User Support, Hyperion Training, Business Intelligence, Business Intelligence..., Business Strategy, Business Process..., IT Management, Process Control, Oracle Applications, Hyperion HFM, Hyperion EPM, Hyperion Financial..., Hyperion Performance..., Hyperion Reports, Process Improvement, Sales Presentations, Business Analysis, Microsoft Excel, Smartview, Essbase, Remote User Support, Hyperion Financial...
Education
Hofstra University 1991 — 1994
Bachelors in Science, Accounting/IT
Forest Hills High School 1985 — 1989
graduated, Accounting
Anthony Rahner Anthony Rahner's Salomon Smith Barney Experience 1996 - 2003
Job Program Director, Transportation IT, AVP MBA PMP ITIL at SAIC
Industry Information Technology and Services
Experience
Leidos March 2003 - Present
Leidos March 2003 - Present
Salomon Smith Barney 1996 - 2003
Salomon Brothers 1984 - 1996
Salomon Brothers 1983 - 1990
Skills
PMP, Data Modeling, ESB, SOA, Enterprise Architecture, Software Project..., Risk Management, Program Management, SDLC, Change Management, DoD, Requirements Analysis, ITIL, Security Clearance, Security, Business Process..., Business Process Design, Databases, SharePoint, Project Management, Earned Value Management, Software Development, Visio, Management, Information Technology, Project Portfolio..., Business Intelligence, Enterprise Software, System Architecture, IT Strategy, Disaster Recovery, Business Analysis, IT Management, MS Project, Data Warehousing, PMO, Process Improvement, Cloud Computing, Agile Project Management, Integration, Information Assurance, Agile Methodologies, Leadership, CMMI, Data Migration, Resource Management, Requirements Management, Government Contracting, Systems Engineering, Configuration Management
Education
Saint John's University 1992 — 1996
MBA, Executive Management
Long Island University, Brooklyn Campus 1983 — 1987
BS, Computer Science
Leidos March 2003 - Present
Leidos March 2003 - Present
Salomon Smith Barney 1996 - 2003
Salomon Brothers 1984 - 1996
Salomon Brothers 1983 - 1990
Skills
PMP, Data Modeling, ESB, SOA, Enterprise Architecture, Software Project..., Risk Management, Program Management, SDLC, Change Management, DoD, Requirements Analysis, ITIL, Security Clearance, Security, Business Process..., Business Process Design, Databases, SharePoint, Project Management, Earned Value Management, Software Development, Visio, Management, Information Technology, Project Portfolio..., Business Intelligence, Enterprise Software, System Architecture, IT Strategy, Disaster Recovery, Business Analysis, IT Management, MS Project, Data Warehousing, PMO, Process Improvement, Cloud Computing, Agile Project Management, Integration, Information Assurance, Agile Methodologies, Leadership, CMMI, Data Migration, Resource Management, Requirements Management, Government Contracting, Systems Engineering, Configuration Management
Education
Saint John's University 1992 — 1996
MBA, Executive Management
Long Island University, Brooklyn Campus 1983 — 1987
BS, Computer Science
Francis Ohemeng-Adu Francis Ohemeng-Adu's Salomon Smith Barney Experience 1999 - 2005
Job Director, EUC Infrastructure at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Citigroup January 2012 - August 2013
Citigroup 2005 - January 2012
Salomon Smith Barney 1999 - 2005
Salomon Brothers 1996 - 1998
Volta River Authority September 1989 - October 1992
Skills
Risk Management, Financial Analysis, Integration, Project Portfolio..., Change Management, IT Strategy, Vendor Management, Trading Systems, Project Management, Fixed Income, Process Improvement, Management, Disaster Recovery, Requirements Analysis, Capital Markets, Strategic Planning, Electronic Trading, Virtualization, Analysis, Corporate Finance, PMO, Financial Services, Portfolio Management, ITIL, Software Project..., Governance, Banking, Business Strategy, Financial Markets, Program Management, Management Consulting, Asset Managment, SDLC, PMP, Cross-functional Team..., Business Process..., Infrastructure, Business Analysis, Derivatives, CRM, Team Leadership, IT Audit, Visio, Data Center, Enterprise Architecture, Business Objects, Operational Risk..., Business Continuity, Equities, IT Management
Education
New York Institute of Technology-Old Westbury 1993 — 1995
MSc, Electrical and Electronic Engineering
Kwame Nkrumah' University of Science and Technology, Kumasi 1982 — 1987
BSc, Electrical and Electronic Engineering
Citi September 2013 - Present
Citigroup January 2012 - August 2013
Citigroup 2005 - January 2012
Salomon Smith Barney 1999 - 2005
Salomon Brothers 1996 - 1998
Volta River Authority September 1989 - October 1992
Skills
Risk Management, Financial Analysis, Integration, Project Portfolio..., Change Management, IT Strategy, Vendor Management, Trading Systems, Project Management, Fixed Income, Process Improvement, Management, Disaster Recovery, Requirements Analysis, Capital Markets, Strategic Planning, Electronic Trading, Virtualization, Analysis, Corporate Finance, PMO, Financial Services, Portfolio Management, ITIL, Software Project..., Governance, Banking, Business Strategy, Financial Markets, Program Management, Management Consulting, Asset Managment, SDLC, PMP, Cross-functional Team..., Business Process..., Infrastructure, Business Analysis, Derivatives, CRM, Team Leadership, IT Audit, Visio, Data Center, Enterprise Architecture, Business Objects, Operational Risk..., Business Continuity, Equities, IT Management
Education
New York Institute of Technology-Old Westbury 1993 — 1995
MSc, Electrical and Electronic Engineering
Kwame Nkrumah' University of Science and Technology, Kumasi 1982 — 1987
BSc, Electrical and Electronic Engineering
Lynn Pham Lynn Pham's Salomon Smith Barney Experience 1999 - 2000
Job Executive Director at Friendly Connections Inc
Industry Financial Services
Experience
Friendly Connections Inc June 2013 - Present
Social Wellness for Living Inc September 2012 - April 2013
New York City January 2004 - July 2012
BNY Mellon 2004 - 2012
Bank of New York 2002 - 2004
The Bank of New York 2000 - 2002
Salomon Smith Barney 1999 - 2000
Skills
Bloomberg, EBS, Reuters Matching, Reuters 3000, Autobahn, Citi..., Limits Management..., Microsoft Excel, Microsoft Word, Forex Trading, Realtime Risk Management, Credit Risk, Forex Platforms, FX Hedging, Trade Execution, FX Trade Settlement, Securities Lending, Nostro Accounting, STP-Straight Through..., Forex Services Support, Sell Side, Buy Side, Electronic Trading, Compliance, P&L Analysis, Trade Facilitation, Accounting
Education
Mercy College 2001 — 2003
Master of Science (MS), Banking
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Friendly Connections Inc June 2013 - Present
Social Wellness for Living Inc September 2012 - April 2013
New York City January 2004 - July 2012
BNY Mellon 2004 - 2012
Bank of New York 2002 - 2004
The Bank of New York 2000 - 2002
Salomon Smith Barney 1999 - 2000
Skills
Bloomberg, EBS, Reuters Matching, Reuters 3000, Autobahn, Citi..., Limits Management..., Microsoft Excel, Microsoft Word, Forex Trading, Realtime Risk Management, Credit Risk, Forex Platforms, FX Hedging, Trade Execution, FX Trade Settlement, Securities Lending, Nostro Accounting, STP-Straight Through..., Forex Services Support, Sell Side, Buy Side, Electronic Trading, Compliance, P&L Analysis, Trade Facilitation, Accounting
Education
Mercy College 2001 — 2003
Master of Science (MS), Banking
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Alex J. Prejean Alex J. Prejean's Salomon Smith Barney Experience January 1998 - April 1998
Job Director Consulting Services at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting January 2013 - Present
The Polestar Group March 2010 - January 2013
The Polestar Group January 2008 - March 2010
The Polestar Group December 2004 - January 2008
National Oilwell February 2001 - December 2004
National Oilwell July 1999 - February 2001
National Oilwell July 1998 - July 1999
Salomon Smith Barney January 1998 - April 1998
Chicago White Sox June 1993 - January 1996
Skills
Business Process..., Lean Operations, Six Sigma, S&OP, Supply Chain..., Oilfield, Budgeting & Forecasting, Financial Analysis, Strategic Planning, Strategic Sourcing, Procurement, IT Strategy, Business Transformation, ERP Implementations, Oracle E-Business Suite, SAP, Management Consulting, Change Management, Project Planning, Organizational..., Balanced Scorecard, Business Analysis, Activity Based..., Energy, Business Process..., Business Intelligence, Financial and..., KPI & Metrics, Active Management, Business Development, Presentation Development, Sales Presentations, Value Stream Mapping, PMO, Logistics Management, CRM, Business Process, Business Strategy, Operations Management, Sales Plan, Process Improvement, Supply Chain, Supply Chain Management, Management, Leadership, Lean Manufacturing, Cross-functional Team..., Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management
Certificate for Executives in Technology, Operations & Value Chain Management
University of Houston-Clear Lake 1995 — 1998
BS, Finance
Hitachi Consulting January 2013 - Present
The Polestar Group March 2010 - January 2013
The Polestar Group January 2008 - March 2010
The Polestar Group December 2004 - January 2008
National Oilwell February 2001 - December 2004
National Oilwell July 1999 - February 2001
National Oilwell July 1998 - July 1999
Salomon Smith Barney January 1998 - April 1998
Chicago White Sox June 1993 - January 1996
Skills
Business Process..., Lean Operations, Six Sigma, S&OP, Supply Chain..., Oilfield, Budgeting & Forecasting, Financial Analysis, Strategic Planning, Strategic Sourcing, Procurement, IT Strategy, Business Transformation, ERP Implementations, Oracle E-Business Suite, SAP, Management Consulting, Change Management, Project Planning, Organizational..., Balanced Scorecard, Business Analysis, Activity Based..., Energy, Business Process..., Business Intelligence, Financial and..., KPI & Metrics, Active Management, Business Development, Presentation Development, Sales Presentations, Value Stream Mapping, PMO, Logistics Management, CRM, Business Process, Business Strategy, Operations Management, Sales Plan, Process Improvement, Supply Chain, Supply Chain Management, Management, Leadership, Lean Manufacturing, Cross-functional Team..., Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management
Certificate for Executives in Technology, Operations & Value Chain Management
University of Houston-Clear Lake 1995 — 1998
BS, Finance
Angela Cece Angela Cece's Salomon Smith Barney Experience 1995 - 1999
Job Staff Accountant at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown September 2005 - Present
Financial Consultant Group January 1999 - September 2005
Salomon Smith Barney 1995 - 1999
Skills
Accounting, Tax Preparation
Education
Bishop Ahr/St. Thomas Aquinas HS 1978 — 1982
Kean University
BS, Management
Middlesex County College
WithumSmith+Brown September 2005 - Present
Financial Consultant Group January 1999 - September 2005
Salomon Smith Barney 1995 - 1999
Skills
Accounting, Tax Preparation
Education
Bishop Ahr/St. Thomas Aquinas HS 1978 — 1982
Kean University
BS, Management
Middlesex County College
Angelina Karvelis Angelina Karvelis's Salomon Smith Barney Experience July 1999 - January 2003
Job Client Account Manager II Government Banking at First Niagara Bank
Industry Banking
Experience
First Niagara Bank July 2010 - Present
Citizens Bank April 2005 - August 2010
Fleet Bank April 2004 - March 2005
Sweetworks, Inc February 2003 - January 2004
Salomon Smith Barney July 1999 - January 2003
First National Community Bank 1994 - 1997
Skills
RFP Response..., Presentation..., Complex Client..., Client Service, Training, Advanced MS Office, Banking, Client, Microsoft Office, Financial Services, Strategy, Visio, Salesforce.com, Management, Portfolio Management, Sales Operations, Client Services, Analysis, Sales Management, Marketing, Finance, Process Improvement, Credit
Education
Medaille College
Bachelors of Business Administration
Penn State University 1993 — 1994
Undergraduate
First Niagara Bank July 2010 - Present
Citizens Bank April 2005 - August 2010
Fleet Bank April 2004 - March 2005
Sweetworks, Inc February 2003 - January 2004
Salomon Smith Barney July 1999 - January 2003
First National Community Bank 1994 - 1997
Skills
RFP Response..., Presentation..., Complex Client..., Client Service, Training, Advanced MS Office, Banking, Client, Microsoft Office, Financial Services, Strategy, Visio, Salesforce.com, Management, Portfolio Management, Sales Operations, Client Services, Analysis, Sales Management, Marketing, Finance, Process Improvement, Credit
Education
Medaille College
Bachelors of Business Administration
Penn State University 1993 — 1994
Undergraduate
Gillan Hawkes's Salomon Smith Barney Experience February 1995 - August 1997
Job Sr Director, Product Management StaplesAdvantage.com
Industry Internet
Experience
Staples Advantage August 2015 - Present
Staples January 2014 - August 2015
Homedepot.com July 2011 - January 2014
The Home Depot November 2010 - July 2011
Marks&Spencer.com March 2007 - August 2009
Tesco.com February 2005 - February 2007
Tesco May 2001 - January 2005
Booz Allen Hamilton May 1999 - April 2001
Salomon Smith Barney February 1995 - August 1997
Skills
E-commerce, Business Strategy, Vendor Management, Analytics, Business Intelligence, Multi-Channel Commerce, Retail, Multi-channel Retail, Multi-channel Marketing, Cross-functional Team..., Strategic Planning, Strategy, Sales, Management, Supply Chain, Mergers & Acquisitions, Competitive Analysis, New Business Development, Leadership, Business Development, Merchandising, Online Operations
Education
Princeton University
BA, Comperative Literature
London Business School
MBA, Strategy & Marketing
The Hotchkiss School
Staples Advantage August 2015 - Present
Staples January 2014 - August 2015
Homedepot.com July 2011 - January 2014
The Home Depot November 2010 - July 2011
Marks&Spencer.com March 2007 - August 2009
Tesco.com February 2005 - February 2007
Tesco May 2001 - January 2005
Booz Allen Hamilton May 1999 - April 2001
Salomon Smith Barney February 1995 - August 1997
Skills
E-commerce, Business Strategy, Vendor Management, Analytics, Business Intelligence, Multi-Channel Commerce, Retail, Multi-channel Retail, Multi-channel Marketing, Cross-functional Team..., Strategic Planning, Strategy, Sales, Management, Supply Chain, Mergers & Acquisitions, Competitive Analysis, New Business Development, Leadership, Business Development, Merchandising, Online Operations
Education
Princeton University
BA, Comperative Literature
London Business School
MBA, Strategy & Marketing
The Hotchkiss School
Adam Rainey Adam Rainey's Salomon Smith Barney Experience June 2002 - August 2002
Job Vice President, Investment Banking (Mergers & Acquisitions Group) at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Wells Fargo Securities May 2011 - Present
Daroth Capital Advisors June 2010 - May 2011
Linley Capital November 2009 - June 2010
Jefferies & Company June 2009 - August 2009
Kormendi \ Gardner Partners September 2007 - June 2008
Kormendi \ Gardner Partners October 2004 - September 2007
Novus Consulting Group 2003 - 2004
Legg Mason September 2002 - December 2002
Salomon Smith Barney June 2002 - August 2002
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
M.B.A., Finance, Quantitative Finance and Accounting
James Madison University - College of Business 1999 — 2003
B.B.A., Finance and Economics
Michael K. Neborak Michael K. Neborak's Salomon Smith Barney Experience September 1982 - April 2000
Job Executive Vice President & Director of Finance at First Data Corporation
Industry Financial Services
Experience
First Data Corporation July 2014 - Present
Willis July 2010 - July 2014
MSCI Inc. September 2006 - July 2010
Citigroup July 2005 - January 2006
Citigroup April 2004 - July 2005
Citigroup April 2000 - April 2004
Salomon Smith Barney September 1982 - April 2000
Arthur Andersen & Co September 1979 - September 1982
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Capital Markets, Finance, Business Development, Mergers & Acquisitions, Due Diligence, Asset Management, Strategy, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lafayette College 1975 — 1979
BA, Magna Cum Laude, Economics
First Data Corporation July 2014 - Present
Willis July 2010 - July 2014
MSCI Inc. September 2006 - July 2010
Citigroup July 2005 - January 2006
Citigroup April 2004 - July 2005
Citigroup April 2000 - April 2004
Salomon Smith Barney September 1982 - April 2000
Arthur Andersen & Co September 1979 - September 1982
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Asset Managment, Banking, Alternative Investments, Capital Markets, Finance, Business Development, Mergers & Acquisitions, Due Diligence, Asset Management, Strategy, Valuation, Private Equity
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lafayette College 1975 — 1979
BA, Magna Cum Laude, Economics
Anthony Verriello's Salomon Smith Barney Experience 1996 - April 2000
Job Director at Citi
Industry Information Services
Experience
Citi August 2012 - Present
MF Global January 2011 - February 2012
NYSE Euronext 2009 - January 2011
Liquidnet July 2008 - January 2009
American Stock Exchange January 2006 - July 2008
NYFIX April 2000 - January 2006
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Skills
High Performance..., Financial Markets, Software Development, Capital Markets, Vendor Management, Global Sourcing, FIX, Electronic Trading, Trading Systems, Equities, International Equities, Equity Derivatives, Derivatives, Smart Order Routing, Algorithms, Quality Assurance, SDLC, Agile, Scrum, Linux, Unix, Budgeting, Team Building, Team Management, Cross-functional Team..., Offshore Software..., Market Data, Options, Connectivity, ETFs, Order Management, Equity Trading, Business Analysis, Low Latency, SQL, Exchange Connectivity, Technical Analysis, Product Management, Securities, Java, Business Requirements, Requirements Analysis, IT Management, Distributed Systems, Enterprise Architecture, Integration, IT Strategy, C++, Program Management, Fixed Income
Education
Hofstra University 1992 — 1996
Masters, Computer Science
Hofstra University 1986 — 1990
Bachelor, Computer Science
Citi August 2012 - Present
MF Global January 2011 - February 2012
NYSE Euronext 2009 - January 2011
Liquidnet July 2008 - January 2009
American Stock Exchange January 2006 - July 2008
NYFIX April 2000 - January 2006
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Skills
High Performance..., Financial Markets, Software Development, Capital Markets, Vendor Management, Global Sourcing, FIX, Electronic Trading, Trading Systems, Equities, International Equities, Equity Derivatives, Derivatives, Smart Order Routing, Algorithms, Quality Assurance, SDLC, Agile, Scrum, Linux, Unix, Budgeting, Team Building, Team Management, Cross-functional Team..., Offshore Software..., Market Data, Options, Connectivity, ETFs, Order Management, Equity Trading, Business Analysis, Low Latency, SQL, Exchange Connectivity, Technical Analysis, Product Management, Securities, Java, Business Requirements, Requirements Analysis, IT Management, Distributed Systems, Enterprise Architecture, Integration, IT Strategy, C++, Program Management, Fixed Income
Education
Hofstra University 1992 — 1996
Masters, Computer Science
Hofstra University 1986 — 1990
Bachelor, Computer Science
Michael Rossi Michael Rossi's Salomon Smith Barney Experience January 1994 - February 1997
Job Director at First Data Corp
Industry Computer Software
Experience
First Data Corp January 2014 - Present
Dotassurepay Limited February 2009 - January 2013
Dotcommerce Impex July 2000 - December 2010
PIR Ltd. February 1997 - July 2000
Salomon Smith Barney January 1994 - February 1997
Skills
Mobile Payments, Contactless Payments, International Start-up, Payment Industry, Mobile Devices, PCI DSS, E-payments, Electronic Payments, Mobile Applications, Transaction Processing, Debit Cards, Acquiring, Payment Card Processing, Merchant Services, Product Marketing, Go-to-market Strategy, Mobile Marketing, Mobile Banking, Financial Services, B2B, Relationship Management, Loyalty Programs, POS, Mobile Internet, Smart Cards, Strategy, Cards
Education
Northeastern University 1984 — 1988
BS, Govt
Harvard University
First Data Corp January 2014 - Present
Dotassurepay Limited February 2009 - January 2013
Dotcommerce Impex July 2000 - December 2010
PIR Ltd. February 1997 - July 2000
Salomon Smith Barney January 1994 - February 1997
Skills
Mobile Payments, Contactless Payments, International Start-up, Payment Industry, Mobile Devices, PCI DSS, E-payments, Electronic Payments, Mobile Applications, Transaction Processing, Debit Cards, Acquiring, Payment Card Processing, Merchant Services, Product Marketing, Go-to-market Strategy, Mobile Marketing, Mobile Banking, Financial Services, B2B, Relationship Management, Loyalty Programs, POS, Mobile Internet, Smart Cards, Strategy, Cards
Education
Northeastern University 1984 — 1988
BS, Govt
Harvard University
Collins Roth Collins Roth's Salomon Smith Barney Experience August 1992 - March 1996
Job CEO and Founder at EMP Infra
Industry Venture Capital & Private Equity
Experience
EMP Infra June 2014 - Present
EMP Global March 2003 - Present
Pomona Impact June 2013 - Present
Frontier Markets Fund Manager Limited 2005 - December 2013
EMP Europe March 1999 - March 2003
Salomon Smith Barney August 1992 - March 1996
Skills
Emerging Markets, Private Equity, International..., Fundraising, Business Development, Finance, Investments, Business Strategy, Investment Banking, Venture Capital, Economics, Corporate Finance, Africa, Capital Markets, New Business Development, Mutual Funds, Due Diligence
Education
London Business School 1998 — 1999
Masters in Finance, Finance
Harvard University Kennedy School of Government 1996 — 1998
Masters in Public Policy, Business and Government
Princeton University 1988 — 1992
Bachelor of Arts, Economics and Politics
Princeton Day School 1985 — 1988
American School in London 1980 — 1986
EMP Infra June 2014 - Present
EMP Global March 2003 - Present
Pomona Impact June 2013 - Present
Frontier Markets Fund Manager Limited 2005 - December 2013
EMP Europe March 1999 - March 2003
Salomon Smith Barney August 1992 - March 1996
Skills
Emerging Markets, Private Equity, International..., Fundraising, Business Development, Finance, Investments, Business Strategy, Investment Banking, Venture Capital, Economics, Corporate Finance, Africa, Capital Markets, New Business Development, Mutual Funds, Due Diligence
Education
London Business School 1998 — 1999
Masters in Finance, Finance
Harvard University Kennedy School of Government 1996 — 1998
Masters in Public Policy, Business and Government
Princeton University 1988 — 1992
Bachelor of Arts, Economics and Politics
Princeton Day School 1985 — 1988
American School in London 1980 — 1986
John Licata's Salomon Smith Barney Experience April 2002 - July 2004
Job Chief Energy Strategist of Blue Phoenix Inc.
Industry Renewables & Environment
Experience
Blue Phoenix Inc. January 2005 - Present
Salomon Smith Barney April 2002 - July 2004
BrokerageAmerica LLC April 2002 - July 2004
Dow Jones Telerate April 1997 - May 1999
Skills
Business Development, Strategy, Economics, Research, Innovation, Forward Thinking, Public Speaking, Energy, Cleantech, Automotive, Green, Entrepreneurship, Creative Writing, Marketing, Climate Change, Editorial, Journalism, Equities, Venture Capital, Financial Markets, Hedge Funds, Commodity Markets, Financial Modeling, Emerging Markets, Equity Research, Oil & Gas Industry, Business Strategy
Education
Massachusetts Institute of Technology
Professional Education, Cybersecurity
New York University - Leonard N. Stern School of Business 2010 — 2012
EMBA, Finance/Leadership
Saint Peter's University 1991 — 1995
BS, Economics
Blue Phoenix Inc. January 2005 - Present
Salomon Smith Barney April 2002 - July 2004
BrokerageAmerica LLC April 2002 - July 2004
Dow Jones Telerate April 1997 - May 1999
Skills
Business Development, Strategy, Economics, Research, Innovation, Forward Thinking, Public Speaking, Energy, Cleantech, Automotive, Green, Entrepreneurship, Creative Writing, Marketing, Climate Change, Editorial, Journalism, Equities, Venture Capital, Financial Markets, Hedge Funds, Commodity Markets, Financial Modeling, Emerging Markets, Equity Research, Oil & Gas Industry, Business Strategy
Education
Massachusetts Institute of Technology
Professional Education, Cybersecurity
New York University - Leonard N. Stern School of Business 2010 — 2012
EMBA, Finance/Leadership
Saint Peter's University 1991 — 1995
BS, Economics
Patricia Garibaldi Patricia Garibaldi's Salomon Smith Barney Experience 1989 - 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
RBC Wealth Management August 2006 - September 2014
Emmet & Co. 2005 - 2006
Wolfe & Hurst Bond Brokers 2001 - 2005
Salomon Smith Barney 1989 - 2001
Shearson Lehman Brothers 1982 - 1989
Education
Lafayette College
Bachelor's degree, Economics
Wells Fargo Advisors, LLC September 2014 - Present
RBC Wealth Management August 2006 - September 2014
Emmet & Co. 2005 - 2006
Wolfe & Hurst Bond Brokers 2001 - 2005
Salomon Smith Barney 1989 - 2001
Shearson Lehman Brothers 1982 - 1989
Education
Lafayette College
Bachelor's degree, Economics
Adam Maurer, CPA Adam Maurer, CPA's Salomon Smith Barney Experience November 2002 - April 2003
Job Sr. Accountant at Financial Times
Industry Accounting
Experience
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Maria Rickert Hong, CHHC, AADP's Salomon Smith Barney Experience 1999 - 1999
Job Ongoing Contributor at Autism File Magazine
Industry Health, Wellness and Fitness
Experience
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Maria Rickert Hong Nutritional Healing November 2011 - Present
Maria Rickert Hong October 2014 - Present
Epidemic Answers November 2010 - Present
Autism File Magazine March 2014 - Present
Documenting Hope Project January 2013 - February 2015
Calyon Securities 2004 - 2005
Jefferies & Company 2000 - 2004
Lehman Brothers 1999 - 2000
Salomon Smith Barney 1999 - 1999
Halliburton 1988 - 1999
Skills
Autism, ADHD, Food Allergies, Asthma, Autoimmune Diseases, Wellness, Coaching, Sensory Integration, OCD, Cooking, Health, Stress Management, Equity Research, Financial Analysis, Market Analysis, Research, Public Speaking, Food, Blogging, Nutrition, Marketing, Business Strategy, Non-profits, Finance, Consulting, Data Analysis, Strategic Planning, Energy, Leadership, Investment Banking, Microsoft Excel, Business Development, Financial Modeling, Business Planning, Fundraising, Valuation, Analysis, Investments, Entrepreneurship, Whole Foods, Chronic Illness, Presenter, Books, Self-esteem, Allergy, Strategy, Equity Valuation, Women's Health, Holistic Health, Mental Health
Education
Institute for Integrative Nutrition 2011 — 2012
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance, Strategy
University of New Orleans 1990 — 1994
BA, Geographic Information Systems
Louisiana State University 1984 — 1988
none, Petroleum Engineering
Carrie Vernau Carrie Vernau's Salomon Smith Barney Experience July 1998 - June 1999
Job Professor of Accounting & Finance
Industry Higher Education
Experience
Collegiate Universities 2006 - Present
Ilinois Institute of Technology August 2010 - 2012
St. John's University 2005 - 2008
The Century Foundation February 2001 - December 2006
Westdeutsche Landes Bank June 1999 - February 2001
Salomon Smith Barney July 1998 - June 1999
SunTrust Bank June 1997 - July 1998
Georgia Department of Audits July 1996 - July 1997
Skills
Access, Financial Accounting, Critical Thinking, Financial Analysis, Microsoft Excel, Accounting, PowerPoint, QuickBooks, Financial Reporting, Corporate Finance, Strategic Planning, Microsoft Word, Microsoft Office, Auditing, Leadership, Data Analysis, Analysis
Education
Saint John's University 2002 — 2005
MBA, concentration -Computer Info Systems
Kennesaw State University 1993 — 1995
BS, Accounting
University of Florida 1990 — 1993
Accounting
Collegiate Universities 2006 - Present
Ilinois Institute of Technology August 2010 - 2012
St. John's University 2005 - 2008
The Century Foundation February 2001 - December 2006
Westdeutsche Landes Bank June 1999 - February 2001
Salomon Smith Barney July 1998 - June 1999
SunTrust Bank June 1997 - July 1998
Georgia Department of Audits July 1996 - July 1997
Skills
Access, Financial Accounting, Critical Thinking, Financial Analysis, Microsoft Excel, Accounting, PowerPoint, QuickBooks, Financial Reporting, Corporate Finance, Strategic Planning, Microsoft Word, Microsoft Office, Auditing, Leadership, Data Analysis, Analysis
Education
Saint John's University 2002 — 2005
MBA, concentration -Computer Info Systems
Kennesaw State University 1993 — 1995
BS, Accounting
University of Florida 1990 — 1993
Accounting
Stephen Papa Stephen Papa's Salomon Smith Barney Experience July 2000 - March 2001
Job Senior Recruiter at MUFG Americas
Industry Staffing and Recruiting
Experience
MUFG Americas March 2015 - Present
Financial Industry Regulatory Authority February 2011 - January 2015
Federal Reserve Bank of New York August 2010 - February 2011
NTT Innovation Institute, Inc./KEANE May 2010 - August 2010
Citi March 2004 - March 2009
Parity Americas August 2003 - March 2004
The Computer Merchant March 2002 - October 2002
Vega Consulting April 2001 - January 2002
Salomon Smith Barney July 2000 - March 2001
Goldman Sachs & Co. July 1996 - June 2000
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Contract Recruitment, Executive Search, Recruiting, Benefits Negotiation, College Recruiting, Candidate Generation, Sourcing, Job Descriptions, Search, Talent Management, Management, Human Resources, Personnel Management, Vendor Management, HR Consulting, PeopleSoft, Temporary Staffing, Permanent Placement, Succession Planning, Training, Workforce Planning, Hiring, Performance Management, Temporary Placement, Employee Relations, Employee Benefits, Building Relationships, Taleo, Onboarding, Cold Calling, Employee Engagement, SDLC, Information Technology, HRIS, Deferred Compensation, Screening Resumes, Recruitment Advertising, Resource Management, Resume Writing, Staffing Services, Staff Augmentation, CRM, Interviews, Financial Services, HR Policies, Screening
Education
Hobart and William Smith Colleges 1979 — 1983
BA, Psychology, Child Development and Women's Studies
Islip High School
Islip High School
MUFG Americas March 2015 - Present
Financial Industry Regulatory Authority February 2011 - January 2015
Federal Reserve Bank of New York August 2010 - February 2011
NTT Innovation Institute, Inc./KEANE May 2010 - August 2010
Citi March 2004 - March 2009
Parity Americas August 2003 - March 2004
The Computer Merchant March 2002 - October 2002
Vega Consulting April 2001 - January 2002
Salomon Smith Barney July 2000 - March 2001
Goldman Sachs & Co. July 1996 - June 2000
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Contract Recruitment, Executive Search, Recruiting, Benefits Negotiation, College Recruiting, Candidate Generation, Sourcing, Job Descriptions, Search, Talent Management, Management, Human Resources, Personnel Management, Vendor Management, HR Consulting, PeopleSoft, Temporary Staffing, Permanent Placement, Succession Planning, Training, Workforce Planning, Hiring, Performance Management, Temporary Placement, Employee Relations, Employee Benefits, Building Relationships, Taleo, Onboarding, Cold Calling, Employee Engagement, SDLC, Information Technology, HRIS, Deferred Compensation, Screening Resumes, Recruitment Advertising, Resource Management, Resume Writing, Staffing Services, Staff Augmentation, CRM, Interviews, Financial Services, HR Policies, Screening
Education
Hobart and William Smith Colleges 1979 — 1983
BA, Psychology, Child Development and Women's Studies
Islip High School
Islip High School
Jim Grice's Salomon Smith Barney Experience January 2003 - June 2003
Job Vice President at HomeTown Pharmacy
Industry Pharmaceuticals
Experience
HomeTown Pharmacy February 2012 - Present
HomeTown Pharmacy November 2002 - February 2012
Salomon Smith Barney January 2003 - June 2003
Skills
Pharmacy Automation, Finance, Pharmacy, File Management, Strategic Planning, Budgets, Financial Reporting, Customer Service, Accounting, Forecasting, Microsoft Excel, Accounts Receivable
Education
Thomas M. Cooley Law School 2007 — 2011
JD, Solo Practice
Kalamazoo College 2000 — 2004
BS, Economics & Finance
Shelby High School 1996 — 2000
HomeTown Pharmacy February 2012 - Present
HomeTown Pharmacy November 2002 - February 2012
Salomon Smith Barney January 2003 - June 2003
Skills
Pharmacy Automation, Finance, Pharmacy, File Management, Strategic Planning, Budgets, Financial Reporting, Customer Service, Accounting, Forecasting, Microsoft Excel, Accounts Receivable
Education
Thomas M. Cooley Law School 2007 — 2011
JD, Solo Practice
Kalamazoo College 2000 — 2004
BS, Economics & Finance
Shelby High School 1996 — 2000
DORA SO DORA SO's Salomon Smith Barney Experience 1999 - 2002
Job Internal Medicine Physician
Industry Medical Practice
Experience
UCLA Toluca Lake Health Center June 2010 - Present
ATTLEBORO MEDICAL ASSOCIATES 2005 - June 2010
Georgetown University Hospital 2001 - 2005
Salomon Smith Barney 1999 - 2002
Education
Harvard Medical School 1994 — 1998
M.D., Medicine
The University of Chicago 1990 — 1994
B.A., Economics with a minor in Biology
UCLA Toluca Lake Health Center June 2010 - Present
ATTLEBORO MEDICAL ASSOCIATES 2005 - June 2010
Georgetown University Hospital 2001 - 2005
Salomon Smith Barney 1999 - 2002
Education
Harvard Medical School 1994 — 1998
M.D., Medicine
The University of Chicago 1990 — 1994
B.A., Economics with a minor in Biology
Tracey Manne's Salomon Smith Barney Experience 1993 - 1998
Job Comfy Canine Care
Industry Veterinary
Experience
Comfy Canine Care June 2012 - Present
Ramsey Veterinary Hospital August 2012 - September 2013
Empire Today September 2011 - August 2012
Raymour & Flanigan September 2010 - April 2011
Benjamin Moore & Co. December 2006 - September 2008
Schering Plough 2000 - 2006
Schering-Plough Pharmaceuticals 2000 - 2006
Windsor Workspaces 1998 - 2000
Salomon Smith Barney 1993 - 1998
Skills
Interior Design, Furniture, Program Development, Sales, Graphic Design, Retail, Furnishings, Interior Architecture, AutoCAD, Space planning, Budgets, Project Management, Marketing, Management, Marketing Strategy, New Business Development, Space Planning
Education
Miami International University of Art and Design 1982 — 1984
Associates, Interior Design
Comfy Canine Care June 2012 - Present
Ramsey Veterinary Hospital August 2012 - September 2013
Empire Today September 2011 - August 2012
Raymour & Flanigan September 2010 - April 2011
Benjamin Moore & Co. December 2006 - September 2008
Schering Plough 2000 - 2006
Schering-Plough Pharmaceuticals 2000 - 2006
Windsor Workspaces 1998 - 2000
Salomon Smith Barney 1993 - 1998
Skills
Interior Design, Furniture, Program Development, Sales, Graphic Design, Retail, Furnishings, Interior Architecture, AutoCAD, Space planning, Budgets, Project Management, Marketing, Management, Marketing Strategy, New Business Development, Space Planning
Education
Miami International University of Art and Design 1982 — 1984
Associates, Interior Design
Mark Mullikin Mark Mullikin's Salomon Smith Barney Experience June 1998 - August 1998
Job Director, Health Economics & Strategic Pricing at GSK
Industry Pharmaceuticals
Experience
GSK March 2015 - Present
Novartis January 2014 - March 2015
Novartis November 2009 - December 2013
Adage Capital Management October 2008 - February 2009
Piper Jaffray & Company July 2002 - July 2008
inCode Wireless January 2002 - June 2002
Deloitte Consulting September 1999 - December 2001
Salomon Smith Barney June 1998 - August 1998
Deloitte Consulting June 1995 - August 1997
Skills
Lifesciences, Financial Modeling, Pharmaceutical Industry, Competitive Analysis, Business Development, Portfolio Management, Marketing Strategy, Valuation, Analytics, Due Diligence, Finance, Mergers & Acquisitions, Strategic Planning, Equity Research, Investment Management, Strategy
Education
MIT Sloan School of Management
MBA, Finance, GPA 4.9/5.0
University of Chicago
Bachelor’s Degree, Economics, GPA 3.8/4.0
GSK March 2015 - Present
Novartis January 2014 - March 2015
Novartis November 2009 - December 2013
Adage Capital Management October 2008 - February 2009
Piper Jaffray & Company July 2002 - July 2008
inCode Wireless January 2002 - June 2002
Deloitte Consulting September 1999 - December 2001
Salomon Smith Barney June 1998 - August 1998
Deloitte Consulting June 1995 - August 1997
Skills
Lifesciences, Financial Modeling, Pharmaceutical Industry, Competitive Analysis, Business Development, Portfolio Management, Marketing Strategy, Valuation, Analytics, Due Diligence, Finance, Mergers & Acquisitions, Strategic Planning, Equity Research, Investment Management, Strategy
Education
MIT Sloan School of Management
MBA, Finance, GPA 4.9/5.0
University of Chicago
Bachelor’s Degree, Economics, GPA 3.8/4.0
Collette Reina-Williamson Collette Reina-Williamson's Salomon Smith Barney Experience May 1994 - August 1997
Job Case Manager at M. Williamson & Associates, Inc.
Industry Insurance
Experience
M. Williamson & Associates, Inc. August 2011 - Present
Salomon Smith Barney May 1994 - August 1997
Wertheim Schroder & Co. Incorporated October 1990 - May 1994
Metromail Corporation September 1989 - October 1990
Fala Direct Marketing June 1988 - June 1989
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus 123, Wang, Dictaphone, Communication Skills, Coaching, Employee Benefits, Sales, Nonprofits, Employee Relations, Microsoft Word, Telephone Skills, Life Insurance, Term Life Insurance, Certified Case Manager, Administrative..., Public Speaking, Outlook, Insurance, Organizational..., Disability Insurance, Underwriting, HEDIS, Event Planning, FMLA, Health Insurance, Spreadsheets, Customer Service, Long-term Care, Workers' Compensation..., Social Networking, Strategic Planning, Eligibility, Management, Budgets
Education
Katherine Gibbs School 1986 — 1988
Associate of Science (A.S.), Secretarial Science
M. Williamson & Associates, Inc. August 2011 - Present
Salomon Smith Barney May 1994 - August 1997
Wertheim Schroder & Co. Incorporated October 1990 - May 1994
Metromail Corporation September 1989 - October 1990
Fala Direct Marketing June 1988 - June 1989
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Lotus 123, Wang, Dictaphone, Communication Skills, Coaching, Employee Benefits, Sales, Nonprofits, Employee Relations, Microsoft Word, Telephone Skills, Life Insurance, Term Life Insurance, Certified Case Manager, Administrative..., Public Speaking, Outlook, Insurance, Organizational..., Disability Insurance, Underwriting, HEDIS, Event Planning, FMLA, Health Insurance, Spreadsheets, Customer Service, Long-term Care, Workers' Compensation..., Social Networking, Strategic Planning, Eligibility, Management, Budgets
Education
Katherine Gibbs School 1986 — 1988
Associate of Science (A.S.), Secretarial Science
David Vyborny's Salomon Smith Barney Experience 2001 - 2002
Job Immigration Attorney at OccamLegal Immigration Attorneys
Industry Law Practice
Experience
OccamLegal Immigration Attorneys 2015 - Present
Riley & Wells Attorneys-At-Law May 2010 - May 2015
VOX Research 2005 - 2006
Woodbine Entertainment Group 2002 - 2006
Salomon Smith Barney 2001 - 2002
The White House 2000 - 2001
Skills
Retirement Planning, Family Law, Retirement, Criminal Law, Commercial Litigation, Litigation, Civil Litigation, Contract Negotiation, Personal Injury, Appeals, Courts, Arbitration, Legal Writing, Legal Research, Trials
Education
University of Richmond School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Seton Hall University 2006 — 2007
BA, Business Administration, History
Manhattanville College 1998 — 2002
Finance, Management, History
OccamLegal Immigration Attorneys 2015 - Present
Riley & Wells Attorneys-At-Law May 2010 - May 2015
VOX Research 2005 - 2006
Woodbine Entertainment Group 2002 - 2006
Salomon Smith Barney 2001 - 2002
The White House 2000 - 2001
Skills
Retirement Planning, Family Law, Retirement, Criminal Law, Commercial Litigation, Litigation, Civil Litigation, Contract Negotiation, Personal Injury, Appeals, Courts, Arbitration, Legal Writing, Legal Research, Trials
Education
University of Richmond School of Law 2008 — 2011
Doctor of Law (J.D.), Law
Seton Hall University 2006 — 2007
BA, Business Administration, History
Manhattanville College 1998 — 2002
Finance, Management, History
Alex Cena Alex Cena's Salomon Smith Barney Experience August 1998 - July 2001
Job Experienced SellSide Equity Research Analyst Covering Investments Internationally For Institutional Investors
Industry Financial Services
Experience
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Jeff Rosen Jeff Rosen's Salomon Smith Barney Experience 1997 - 1997
Job SVP, Worldwide Sales and Head of Global Revenue at Lyris
Industry Computer Software
Experience
Lyris 2014 - Present
Lyris 2013 - 2014
Clarabridge 2010 - 2013
Oracle Corporation 2009 - 2010
MicroStrategy 2004 - 2009
MicroStrategy 2000 - 2003
MicroStrategy 1999 - 2000
MIT Three Dimensional Printing Lab 1998 - 1999
Salomon Smith Barney 1997 - 1997
MIT Media Lab 1994 - 1995
Skills
SaaS, Enterprise Software, Business Intelligence, Text Analytics, Voice of the Customer, Sales Management, Negotiation, Solution Selling, Analytics, Data Warehousing, Selling, Product Management, Sales, Go-to-market Strategy, Professional Services, Marketing, Sales Process, Entrepreneurship, Strategy, Management
Education
Massachusetts Institute of Technology
B.S., Creative Writing. B.S., Mechanical Engineering
University of Oxford
Creative Writing, Literature, Psychology
Lyris 2014 - Present
Lyris 2013 - 2014
Clarabridge 2010 - 2013
Oracle Corporation 2009 - 2010
MicroStrategy 2004 - 2009
MicroStrategy 2000 - 2003
MicroStrategy 1999 - 2000
MIT Three Dimensional Printing Lab 1998 - 1999
Salomon Smith Barney 1997 - 1997
MIT Media Lab 1994 - 1995
Skills
SaaS, Enterprise Software, Business Intelligence, Text Analytics, Voice of the Customer, Sales Management, Negotiation, Solution Selling, Analytics, Data Warehousing, Selling, Product Management, Sales, Go-to-market Strategy, Professional Services, Marketing, Sales Process, Entrepreneurship, Strategy, Management
Education
Massachusetts Institute of Technology
B.S., Creative Writing. B.S., Mechanical Engineering
University of Oxford
Creative Writing, Literature, Psychology
Sandy G Sandy G's Salomon Smith Barney Experience 1999 - 2003
Job Game Developer
Industry Entertainment
Experience
BNP Paribas August 2010 - June 2014
Lehman Brothers 2004 - 2007
Salomon Smith Barney 1999 - 2003
Skills
Social Networking, Leadership, Management, Marketing, Mobile Applications, iPhone, Android, Video Games, Training, Project Management, Team Leadership, Business Strategy, Business Development, Team Building, Strategy, Customer Service, Program Management, Social Media Marketing, Entrepreneurship, Public Speaking
Education
Kingsborough Community College 1998 — 2003
Bachelor's Degree, Business Administration and Management, General
BNP Paribas August 2010 - June 2014
Lehman Brothers 2004 - 2007
Salomon Smith Barney 1999 - 2003
Skills
Social Networking, Leadership, Management, Marketing, Mobile Applications, iPhone, Android, Video Games, Training, Project Management, Team Leadership, Business Strategy, Business Development, Team Building, Strategy, Customer Service, Program Management, Social Media Marketing, Entrepreneurship, Public Speaking
Education
Kingsborough Community College 1998 — 2003
Bachelor's Degree, Business Administration and Management, General
Vincent Lopes, CFP (R) Vincent Lopes, CFP (R)'s Salomon Smith Barney Experience March 2000 - September 2009
Job VICE PRESIDENT/PARTNERNew York Wealth Management
Industry Financial Services
Experience
Raymond James Financial Services September 2009 - Present
Salomon Smith Barney March 2000 - September 2009
Skills
Securities, Investments, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Series 63, Series 7, Microsoft Excel, Mutual Funds, Series 65, Retirement, ETFs, Alternative Investments, Financial Services, Finance, Fixed Annuities, Series 24, Business Analysis, Equities, Portfolio Management, Asset Managment, Fixed Income, Variable Annuities, Estate Planning, Uniform Combined State..., IRAs, Financial Analysis, Bonds, Financial Planners, Insurance, High Net Worth..., Trading, Risk Management, Long-term Care, Wealth, Strategic Financial..., Investment Management, Hedge Funds, Options, 401k, Due Diligence, Wealth Management..., Small Business, Capital Markets, CERTIFIED FINANCIAL...
Education
Hofstra University 1997 — 2001
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNT
Sewanhaka
Sewanhaka
Raymond James Financial Services September 2009 - Present
Salomon Smith Barney March 2000 - September 2009
Skills
Securities, Investments, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Series 63, Series 7, Microsoft Excel, Mutual Funds, Series 65, Retirement, ETFs, Alternative Investments, Financial Services, Finance, Fixed Annuities, Series 24, Business Analysis, Equities, Portfolio Management, Asset Managment, Fixed Income, Variable Annuities, Estate Planning, Uniform Combined State..., IRAs, Financial Analysis, Bonds, Financial Planners, Insurance, High Net Worth..., Trading, Risk Management, Long-term Care, Wealth, Strategic Financial..., Investment Management, Hedge Funds, Options, 401k, Due Diligence, Wealth Management..., Small Business, Capital Markets, CERTIFIED FINANCIAL...
Education
Hofstra University 1997 — 2001
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNT
Sewanhaka
Sewanhaka
Tanvi Mody Tanvi Mody's Salomon Smith Barney Experience January 2000 - May 2000
Job Business solutions strategy consultant
Industry Management Consulting
Experience
Logical Design Solutions March 2007 - Present
Logical Design Solutions May 2000 - April 2007
Salomon Smith Barney January 2000 - May 2000
GMAC March 1999 - January 2000
Tata Elxsi June 1996 - February 1999
Skills
Stakeholder management, Business analysis, Strategy, Change Management, Program Management, Management Consulting, Knowledge Management, Process Improvement, Integration, Project Management, Project Portfolio..., Vendor Management, Cross-functional Team..., Business Analysis, Management, Business Strategy, Business Development, Product Management, Requirements Gathering, Project Planning, Consulting, Strategic Planning, Solution Architecture, Leadership, Stakeholder Management, Enterprise Software
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
MBA, Business/Commerce, General
Maharashtra Institute of Technology 1992 — 1996
Bachelor of Engineering, Computer Science
Arya Vidya Mandir 1980 — 1990
Logical Design Solutions March 2007 - Present
Logical Design Solutions May 2000 - April 2007
Salomon Smith Barney January 2000 - May 2000
GMAC March 1999 - January 2000
Tata Elxsi June 1996 - February 1999
Skills
Stakeholder management, Business analysis, Strategy, Change Management, Program Management, Management Consulting, Knowledge Management, Process Improvement, Integration, Project Management, Project Portfolio..., Vendor Management, Cross-functional Team..., Business Analysis, Management, Business Strategy, Business Development, Product Management, Requirements Gathering, Project Planning, Consulting, Strategic Planning, Solution Architecture, Leadership, Stakeholder Management, Enterprise Software
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2013
MBA, Business/Commerce, General
Maharashtra Institute of Technology 1992 — 1996
Bachelor of Engineering, Computer Science
Arya Vidya Mandir 1980 — 1990
John Clark, WMS's Salomon Smith Barney Experience October 1991 - October 1997
Job First Vice President, Investments Raymond James 9910 Dupont Circle Drive East
Industry Financial Services
Experience
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Raymond James & Associates, Inc April 2003 - Present
Merrill Lynch October 1997 - April 2003
Salomon Smith Barney October 1991 - October 1997
PaineWebber, Inc. June 1985 - October 1991
Skills
Mutual Funds, Private Equity, Retirement Planning, Wealth Management, Asset Management, Investments, Securities, Financial Services, Finance, Financial Advisory, Investment Management
Education
Indiana University Bloomington 1975 — 1979
Bachelor's of Science, Transportation, Finance, Economics
Indiana University-Purdue University Fort Wayne (IPFW)
Michael Umbria Michael Umbria's Salomon Smith Barney Experience May 2000 - December 2000
Job Service Desk Management at IPsoft
Industry Information Technology and Services
Experience
IPsoft November 2010 - Present
Umbria Technologies November 2005 - October 2010
FAO Schwarz May 2006 - May 2009
Greschlers Inc December 2003 - November 2005
GameStop November 2002 - February 2004
HSBC October 2001 - November 2002
Salomon Smith Barney May 2000 - December 2000
Advanced Information Services September 1998 - December 1998
Skills
IT Service Management, Retail, Windows, Customer Service, Active Directory, Troubleshooting, Microsoft Office, Team Leadership, Cloud Computing, Project Management, SQL, Windows Server, Servers, Microsoft Excel, Disaster Recovery, Business Analysis, Computer Hardware, Networking, DNS, IT Operations, Vendor Management
Education
Long Island University
Notre Dame High School
IPsoft November 2010 - Present
Umbria Technologies November 2005 - October 2010
FAO Schwarz May 2006 - May 2009
Greschlers Inc December 2003 - November 2005
GameStop November 2002 - February 2004
HSBC October 2001 - November 2002
Salomon Smith Barney May 2000 - December 2000
Advanced Information Services September 1998 - December 1998
Skills
IT Service Management, Retail, Windows, Customer Service, Active Directory, Troubleshooting, Microsoft Office, Team Leadership, Cloud Computing, Project Management, SQL, Windows Server, Servers, Microsoft Excel, Disaster Recovery, Business Analysis, Computer Hardware, Networking, DNS, IT Operations, Vendor Management
Education
Long Island University
Notre Dame High School
Jennifer Berwick Jennifer Berwick's Salomon Smith Barney Experience July 2001 - July 2003
Job Orthodontist
Industry Medical Practice
Experience
Charleston Family Orthodontics July 2012 - Present
Salomon Smith Barney July 2001 - July 2003
Education
Medical University of South Carolina 2007 — 2010
Certificate, Orthodontics
New York University - College of Dentistry 2003 — 2007
DDS, Pre-Doctoral
University of Colorado Boulder 1997 — 2001
BS, Business Finance
Cheyenne Mountain High School 1993 — 1997
Charleston Family Orthodontics July 2012 - Present
Salomon Smith Barney July 2001 - July 2003
Education
Medical University of South Carolina 2007 — 2010
Certificate, Orthodontics
New York University - College of Dentistry 2003 — 2007
DDS, Pre-Doctoral
University of Colorado Boulder 1997 — 2001
BS, Business Finance
Cheyenne Mountain High School 1993 — 1997
Vrinda Deval Vrinda Deval's Salomon Smith Barney Experience March 1999 - November 2002
Job Managing Partner at GLocal Mind
Industry Research
Experience
GLocal Mind May 2013 - Present
GENPACT July 2012 - May 2013
Empower Research April 2011 - July 2012
Empower Research March 2007 - April 2011
Salomon Smith Barney March 1999 - November 2002
Deutsche Bank 1993 - 1998
Deutsche Bank June 1994 - June 1995
Deutsche Bank June 1993 - May 1994
Skills
Analytics, Market Research, Competitive Intelligence, Competitive Analysis, Market Intelligence, Market Analysis, Business Development, Business Strategy, Marketing Strategy, Marketing Research, Customer Insight, Social Media Measurement, Management, Management Consulting, CRM, Digital Marketing, Analysis, Account Management, New Business Development
Education
Jamnalal Bajaj Institute of Management Studies 1991 — 1993
MBA, Finance
National Institute of Information Technology 1990 — 1991
diploma, Software
R A Podar College 1985 — 1990
Bcom, Finance
GLocal Mind May 2013 - Present
GENPACT July 2012 - May 2013
Empower Research April 2011 - July 2012
Empower Research March 2007 - April 2011
Salomon Smith Barney March 1999 - November 2002
Deutsche Bank 1993 - 1998
Deutsche Bank June 1994 - June 1995
Deutsche Bank June 1993 - May 1994
Skills
Analytics, Market Research, Competitive Intelligence, Competitive Analysis, Market Intelligence, Market Analysis, Business Development, Business Strategy, Marketing Strategy, Marketing Research, Customer Insight, Social Media Measurement, Management, Management Consulting, CRM, Digital Marketing, Analysis, Account Management, New Business Development
Education
Jamnalal Bajaj Institute of Management Studies 1991 — 1993
MBA, Finance
National Institute of Information Technology 1990 — 1991
diploma, Software
R A Podar College 1985 — 1990
Bcom, Finance
Lewis McDonald Lewis McDonald's Salomon Smith Barney Experience March 1995 - March 1998
Job Owner, EncomPos Software, LLC
Industry Computer Software
Experience
EncomPos Software, LLC October 2005 - Present
Spirit Software, Inc. April 1998 - September 2004
Salomon Smith Barney March 1995 - March 1998
Home Insurance Company July 1991 - March 1995
Skills
PowerBuilder
Education
Hofstra University 1987 — 1991
BS, Computer Science
EncomPos Software, LLC October 2005 - Present
Spirit Software, Inc. April 1998 - September 2004
Salomon Smith Barney March 1995 - March 1998
Home Insurance Company July 1991 - March 1995
Skills
PowerBuilder
Education
Hofstra University 1987 — 1991
BS, Computer Science
Dominic DiBari Dominic DiBari's Salomon Smith Barney Experience 1998 - 2003
Job Owner 1800Radiator & A/C Long Island
Industry Automotive
Experience
1-800 Radiator- Long Island December 2013 - Present
OpenLink Financial 2011 - 2012
Berman DeValerio 2009 - 2011
Cohen Milstein Sellers & Toll PLLC 2006 - 2009
Salomon Smith Barney 1998 - 2003
Chase Manhattan Bank 1997 - 1998
DiBari Concrete Products 1986 - 1996
Skills
Hedge Funds, Equities, Securities, Derivatives, Trading, Capital Markets, Alternative Investments, Asset Management, Investments, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Trading Systems, FX, Back Office, Equity Derivatives, Fund Of Funds, Swaps, New Business Development, Series 7, Interest Rate..., Options, Salesforce.com
Education
Lock Haven University of Pennsylvania 1989 — 1993
BS, Business Mgmt
1-800 Radiator- Long Island December 2013 - Present
OpenLink Financial 2011 - 2012
Berman DeValerio 2009 - 2011
Cohen Milstein Sellers & Toll PLLC 2006 - 2009
Salomon Smith Barney 1998 - 2003
Chase Manhattan Bank 1997 - 1998
DiBari Concrete Products 1986 - 1996
Skills
Hedge Funds, Equities, Securities, Derivatives, Trading, Capital Markets, Alternative Investments, Asset Management, Investments, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Trading Systems, FX, Back Office, Equity Derivatives, Fund Of Funds, Swaps, New Business Development, Series 7, Interest Rate..., Options, Salesforce.com
Education
Lock Haven University of Pennsylvania 1989 — 1993
BS, Business Mgmt
Alison Schwartz's Salomon Smith Barney Experience May 2008 - August 2008
Job Account Executive Business Development at CBS & CW
Industry Broadcast Media
Experience
CBS 3 / CW Philly April 2013 - Present
CBS Television Stations June 2012 - April 2013
WCBS TV April 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - April 2011
CBS Corporation May 2009 - August 2009
Salomon Smith Barney May 2008 - August 2008
Skills
Digital Media, Sales, Social Media, Social Media Marketing, Advertising, Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Social Networking
Education
Indiana University Bloomington 2006 — 2010
CBS 3 / CW Philly April 2013 - Present
CBS Television Stations June 2012 - April 2013
WCBS TV April 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - April 2011
CBS Corporation May 2009 - August 2009
Salomon Smith Barney May 2008 - August 2008
Skills
Digital Media, Sales, Social Media, Social Media Marketing, Advertising, Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Social Networking
Education
Indiana University Bloomington 2006 — 2010
Peggy Accordino Peggy Accordino's Salomon Smith Barney Experience April 1994 - February 1999
Job Vice President Director of Risk Management at NFP Corp.
Industry Financial Services
Experience
NFP Corp. May 2004 - Present
RM Outsource January 2003 - May 2004
Gulf Insurance Company February 1999 - September 2002
Salomon Smith Barney April 1994 - February 1999
Travelers Group April 1994 - February 1999
Skills
Risk Management, Financial Services, Program Management, Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Liability, Legal Liability, Brokers, Mergers & Acquisitions, Underwriting, Claim, Enterprise Risk..., Claims Management, Reinsurance, Risk Analysis, Litigation Management, Employment Practices..., Casualty, Employee Benefits
Education
Le Moyne College 1966 — 1970
BA, French
NFP Corp. May 2004 - Present
RM Outsource January 2003 - May 2004
Gulf Insurance Company February 1999 - September 2002
Salomon Smith Barney April 1994 - February 1999
Travelers Group April 1994 - February 1999
Skills
Risk Management, Financial Services, Program Management, Insurance, Professional Liability, Property & Casualty..., Workers Compensation, Commercial Insurance, Liability, Legal Liability, Brokers, Mergers & Acquisitions, Underwriting, Claim, Enterprise Risk..., Claims Management, Reinsurance, Risk Analysis, Litigation Management, Employment Practices..., Casualty, Employee Benefits
Education
Le Moyne College 1966 — 1970
BA, French
Jill Malandrino Jill Malandrino's Salomon Smith Barney Experience 1998 - 2000
Job at TheStreet
Industry Financial Services
Experience
TheStreet July 2010 - Present
The Fly on the Wall April 2008 - July 2010
Management & Capital Partners July 2007 - March 2008
Prudential Equity Group April 2005 - June 2007
SJS Corporation 2003 - 2004
H.C. Wainwright 2001 - 2003
Salomon Smith Barney 1998 - 2000
Skills
Options Strategies, Trading Strategies, Financial Markets
Education
Marymount Manhattan College
TheStreet July 2010 - Present
The Fly on the Wall April 2008 - July 2010
Management & Capital Partners July 2007 - March 2008
Prudential Equity Group April 2005 - June 2007
SJS Corporation 2003 - 2004
H.C. Wainwright 2001 - 2003
Salomon Smith Barney 1998 - 2000
Skills
Options Strategies, Trading Strategies, Financial Markets
Education
Marymount Manhattan College
Cathy Manning's Salomon Smith Barney Experience August 2000 - December 2000
Job Senior Director, Marketing, Enterprise & Healthcare Solutions, Elavon, Inc. (a subsidiary of U.S. Bancorp)
Industry Financial Services
Experience
Elavon, Inc. April 2013 - Present
Thomson Reuters June 2006 - January 2013
Breakthrough Management Group January 2003 - February 2005
GE Capital December 2000 - March 2002
Salomon Smith Barney August 2000 - December 2000
Goldman Sachs Asset Management April 1998 - August 2000
Skills
Product Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Product Management, Marketing, Digital Marketing, Market Research, Salesforce.com, Integrated Marketing, Leadership, E-commerce, Social Media Marketing, Web Content Management, Program Management, Cross-functional Team..., B2B Marketing, Thought Leadership, Vendor Management, Enterprise Software, Online Marketing, Business Strategy, Mutual Funds, Go-to-market Strategy, WordPress, B2B Marketing Strategy, Sales Enablement, Marketing Copy, Copy Editing, Marketing Operations, E-Learning, Process Management, Financial Services, Marketing Leadership, Blog Marketing, Customer Value..., Proposition Development, Branding & Identity, Wealth Management, Brand Implementation, Web Content Procurement
Education
New York University
M.A.
Macquarie University
Graduate Diploma
University of Colorado at Boulder
B.A.
Elavon, Inc. April 2013 - Present
Thomson Reuters June 2006 - January 2013
Breakthrough Management Group January 2003 - February 2005
GE Capital December 2000 - March 2002
Salomon Smith Barney August 2000 - December 2000
Goldman Sachs Asset Management April 1998 - August 2000
Skills
Product Marketing, Email Marketing, Marketing Strategy, Marketing Communications, Product Management, Marketing, Digital Marketing, Market Research, Salesforce.com, Integrated Marketing, Leadership, E-commerce, Social Media Marketing, Web Content Management, Program Management, Cross-functional Team..., B2B Marketing, Thought Leadership, Vendor Management, Enterprise Software, Online Marketing, Business Strategy, Mutual Funds, Go-to-market Strategy, WordPress, B2B Marketing Strategy, Sales Enablement, Marketing Copy, Copy Editing, Marketing Operations, E-Learning, Process Management, Financial Services, Marketing Leadership, Blog Marketing, Customer Value..., Proposition Development, Branding & Identity, Wealth Management, Brand Implementation, Web Content Procurement
Education
New York University
M.A.
Macquarie University
Graduate Diploma
University of Colorado at Boulder
B.A.
Julian A. Tait's Salomon Smith Barney Experience September 2000 - November 2003
Job Principal and Founder at Monymusk Capital, LLC
Industry Management Consulting
Experience
Monymusk Capital, LLC June 2013 - Present
Samaritan Ministry of Greater Washington March 2007 - Present
Uptick Wellness, LLC January 2005 - Present
Apple Hospitality, LLC April 2011 - June 2012
Fitness First Health Clubs March 2010 - December 2010
Commercial Funding Group June 2007 - 2009
Clear Channel, WTEM Sports Talk 980 October 2006 - June 2007
Cap Star Commercial Realty August 2005 - October 2006
Fitness Image Results September 2003 - January 2005
Salomon Smith Barney September 2000 - November 2003
Skills
Employee Wellness, Organizational..., Management, Strategic Planning, Business Development, Nonprofits, Public Speaking, Program Management, Strategic Partnerships, Budgets, Entrepreneurship, Hospitality Management, Commercial Real Estate, Investments, Marketing, Personal Development, Real Estate Financing, Strategy, Event Management, Real Estate, Sales, Marketing Strategy, Finance, Project Finance, Program Development, Board Development, Team Leadership, Personal Training, Real Estate Development, Food & Beverage, Spanish, Sports Marketing
Education
University of Maryland University College 1996 — 1998
Howard University 1989 — 1991
Our Lady of Good Counsel High School 1985 — 1989
Monymusk Capital, LLC June 2013 - Present
Samaritan Ministry of Greater Washington March 2007 - Present
Uptick Wellness, LLC January 2005 - Present
Apple Hospitality, LLC April 2011 - June 2012
Fitness First Health Clubs March 2010 - December 2010
Commercial Funding Group June 2007 - 2009
Clear Channel, WTEM Sports Talk 980 October 2006 - June 2007
Cap Star Commercial Realty August 2005 - October 2006
Fitness Image Results September 2003 - January 2005
Salomon Smith Barney September 2000 - November 2003
Skills
Employee Wellness, Organizational..., Management, Strategic Planning, Business Development, Nonprofits, Public Speaking, Program Management, Strategic Partnerships, Budgets, Entrepreneurship, Hospitality Management, Commercial Real Estate, Investments, Marketing, Personal Development, Real Estate Financing, Strategy, Event Management, Real Estate, Sales, Marketing Strategy, Finance, Project Finance, Program Development, Board Development, Team Leadership, Personal Training, Real Estate Development, Food & Beverage, Spanish, Sports Marketing
Education
University of Maryland University College 1996 — 1998
Howard University 1989 — 1991
Our Lady of Good Counsel High School 1985 — 1989
Charlotte Khoo's Salomon Smith Barney Experience August 2001 - December 2001
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley October 2008 - Present
IndyMac June 2004 - October 2008
PriceWaterhouse Coopers January 2002 - June 2004
Salomon Smith Barney August 2001 - December 2001
Citigroup August 2001 - December 2001
Booz Allen Hamilton June 2000 - August 2000
Booz & Co June 2000 - August 2000
Education
Massachusetts Institute of Technology 1999 — 2001
MBA
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
National University of Singapore 1997 — 1999
MSc, Applied Finance
Morgan Stanley October 2008 - Present
IndyMac June 2004 - October 2008
PriceWaterhouse Coopers January 2002 - June 2004
Salomon Smith Barney August 2001 - December 2001
Citigroup August 2001 - December 2001
Booz Allen Hamilton June 2000 - August 2000
Booz & Co June 2000 - August 2000
Education
Massachusetts Institute of Technology 1999 — 2001
MBA
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
National University of Singapore 1997 — 1999
MSc, Applied Finance
Juliana Wong's Salomon Smith Barney Experience July 2001 - July 2002
Job Manager of Capital Planning & Project Services at Harvard University
Industry Higher Education
Experience
Harvard University July 2011 - Present
Harvard University July 2006 - June 2011
Harvard Real Estate Services June 2005 - June 2006
Salomon Smith Barney July 2001 - July 2002
Salomon Smith Barney July 1998 - June 2001
Skills
Mergers, Non-profits, Program Development, Higher Education, Mergers & Acquisitions, Project Planning, Program Management, Capital Budgeting, Research, Staff Development, Strategic Planning
Education
Harvard University 2004 — 2005
Ed.M., Higher Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Harvard University July 2011 - Present
Harvard University July 2006 - June 2011
Harvard Real Estate Services June 2005 - June 2006
Salomon Smith Barney July 2001 - July 2002
Salomon Smith Barney July 1998 - June 2001
Skills
Mergers, Non-profits, Program Development, Higher Education, Mergers & Acquisitions, Project Planning, Program Management, Capital Budgeting, Research, Staff Development, Strategic Planning
Education
Harvard University 2004 — 2005
Ed.M., Higher Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
Haran Narulla's Salomon Smith Barney Experience 2002 - 2004
Job Principal at Blue Wolf Capital
Industry Venture Capital & Private Equity
Experience
Blue Wolf Capital January 2012 - Present
Blue Wolf Capital October 2006 - December 2011
Sun Capital Partners 2004 - 2006
Salomon Smith Barney 2002 - 2004
Salomon Smith Barney 2001 - 2001
Education
Indiana University - Kelley School of Business
Blue Wolf Capital January 2012 - Present
Blue Wolf Capital October 2006 - December 2011
Sun Capital Partners 2004 - 2006
Salomon Smith Barney 2002 - 2004
Salomon Smith Barney 2001 - 2001
Education
Indiana University - Kelley School of Business
Jason R (JR) Helfrich's Salomon Smith Barney Experience July 1999 - June 2000
Job Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2009 - Present
Thomson Reuters July 2007 - May 2008
Thomson April 2004 - June 2007
The Thomson Corporation April 2003 - March 2004
Thomson July 2001 - March 2003
Proof 9 2000 - 2001
Salomon Smith Barney July 1999 - June 2000
Salomon Smith Barney April 1998 - July 1999
Skills
Equities, Financial Modeling, Thompson One, Bloomberg, Equity Research, Datastream, Fixed Income, Financial Markets, Morningstar, Data Analysis, Thomson One, Economic Research, ETFs, Data Mining, Data Management, Indexing, Options, Interest Rate Risk..., Credit Default Swaps, Futures, Portfolio Performance..., Customized Indices, Eikon, Factset, Thomson Reuters Deal..., Foreign Exchange..., Deals Business..., Baseline, Visual Basic, R Studio
Education
University of Kentucky 1994 — 1996
Bachelor of Business Administration, Finance
RMIT University 1995 — 1995
Accounting and Finance
Miami University 1993 — 1994
University of South Florida 1992 — 1993
Thomson Reuters February 2009 - Present
Thomson Reuters July 2007 - May 2008
Thomson April 2004 - June 2007
The Thomson Corporation April 2003 - March 2004
Thomson July 2001 - March 2003
Proof 9 2000 - 2001
Salomon Smith Barney July 1999 - June 2000
Salomon Smith Barney April 1998 - July 1999
Skills
Equities, Financial Modeling, Thompson One, Bloomberg, Equity Research, Datastream, Fixed Income, Financial Markets, Morningstar, Data Analysis, Thomson One, Economic Research, ETFs, Data Mining, Data Management, Indexing, Options, Interest Rate Risk..., Credit Default Swaps, Futures, Portfolio Performance..., Customized Indices, Eikon, Factset, Thomson Reuters Deal..., Foreign Exchange..., Deals Business..., Baseline, Visual Basic, R Studio
Education
University of Kentucky 1994 — 1996
Bachelor of Business Administration, Finance
RMIT University 1995 — 1995
Accounting and Finance
Miami University 1993 — 1994
University of South Florida 1992 — 1993
Jim Watts's Salomon Smith Barney Experience 1992 - 1997
Job Director, Client Solutions at Learning Tree International
Industry Professional Training & Coaching
Experience
Learning Tree International June 2015 - Present
ESI International 1999 - June 2015
Exchange Analytics 1998 - 1999
QMW Capital 1997 - 1998
Salomon Smith Barney 1992 - 1997
Rodman & Renshaw 1989 - 1992
Drexel Burnham Lambert 1985 - 1989
Chicago Board of Trade 1983 - 1985
Skills
Sales, Coaching, Leadership Development, Training Delivery, Team Building, Salesforce.com, New Business Development, Program Management, Account Management, Solution Selling, Change Management, Project Management, Training, Business Development, Strategic Partnerships, Business Analysis, Management, Vendor Management, CRM, Leadership, Management Consulting, Strategy, Cross-functional Team..., Consulting, Team Leadership, Sales Process, Strategic Planning
Education
Michigan State University
Learning Tree International June 2015 - Present
ESI International 1999 - June 2015
Exchange Analytics 1998 - 1999
QMW Capital 1997 - 1998
Salomon Smith Barney 1992 - 1997
Rodman & Renshaw 1989 - 1992
Drexel Burnham Lambert 1985 - 1989
Chicago Board of Trade 1983 - 1985
Skills
Sales, Coaching, Leadership Development, Training Delivery, Team Building, Salesforce.com, New Business Development, Program Management, Account Management, Solution Selling, Change Management, Project Management, Training, Business Development, Strategic Partnerships, Business Analysis, Management, Vendor Management, CRM, Leadership, Management Consulting, Strategy, Cross-functional Team..., Consulting, Team Leadership, Sales Process, Strategic Planning
Education
Michigan State University
Stacey Hamilton Cammack's Salomon Smith Barney Experience February 2000 - June 2002
Job Sales Associate II at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Morgan Keegan & Co., Inc. September 2006 - Present
UBS Financial Services June 2002 - September 2006
Salomon Smith Barney February 2000 - June 2002
Education
Marietta College 1996 — 2000
Morgan Keegan & Co., Inc. September 2006 - Present
UBS Financial Services June 2002 - September 2006
Salomon Smith Barney February 2000 - June 2002
Education
Marietta College 1996 — 2000
Tanya Panasyuk's Salomon Smith Barney Experience 2000 - 2000
Job Marketing & Advertising
Industry Marketing and Advertising
Experience
Fuse/MSG Entertainment April 2008 - December 2010
Cablevision Systems 2003 - 2007
Boies Schiller & Flexner, LLP October 2000 - August 2003
Salomon Smith Barney 2000 - 2000
Education
Manhattan College 1996 — 2000
BS, Marketing & English
Fuse/MSG Entertainment April 2008 - December 2010
Cablevision Systems 2003 - 2007
Boies Schiller & Flexner, LLP October 2000 - August 2003
Salomon Smith Barney 2000 - 2000
Education
Manhattan College 1996 — 2000
BS, Marketing & English
Dongpei Zhuo's Salomon Smith Barney Experience 1999 - 2000
Job Senior Software Engineer at Recurly
Industry Consumer Electronics
Experience
Recurly July 2015 - Present
Apple April 2014 - July 2015
SAP February 2013 - 2014
Advent Software March 2006 - January 2013
AXA Rosenberg 2003 - 2006
Barra 2001 - 2003
Outercurve Technologies 2000 - 2001
Salomon Smith Barney 1999 - 2000
Long Term Capital Management 1997 - 1999
Printronix 1993 - 1993
Skills
Unix, C++, SQL, C#, Agile Methodologies, Perl, Software Design, Linux, Software Development, Shell Scripting, Investments, C, Financial Instruments, Linux Kernel, Bond Pricing, Visual Studio, Advent Geneva, Python, Emacs, Lisp
Education
Yale University 1994 — 1997
Master of Science (MS), Computer Science
Indiana University - Kelley School of Business 2005 — 2008
Master of Business Administration (MBA), Finance
University of California, Irvine 1991 — 1993
BS, Information and Computer Science
Peking University
Tianjin No. Three Middle School
Recurly July 2015 - Present
Apple April 2014 - July 2015
SAP February 2013 - 2014
Advent Software March 2006 - January 2013
AXA Rosenberg 2003 - 2006
Barra 2001 - 2003
Outercurve Technologies 2000 - 2001
Salomon Smith Barney 1999 - 2000
Long Term Capital Management 1997 - 1999
Printronix 1993 - 1993
Skills
Unix, C++, SQL, C#, Agile Methodologies, Perl, Software Design, Linux, Software Development, Shell Scripting, Investments, C, Financial Instruments, Linux Kernel, Bond Pricing, Visual Studio, Advent Geneva, Python, Emacs, Lisp
Education
Yale University 1994 — 1997
Master of Science (MS), Computer Science
Indiana University - Kelley School of Business 2005 — 2008
Master of Business Administration (MBA), Finance
University of California, Irvine 1991 — 1993
BS, Information and Computer Science
Peking University
Tianjin No. Three Middle School
Neil Hogan's Salomon Smith Barney Experience 2000 - 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Merrill Lynch February 2004 - February 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney August 1997 - February 2000
Skills
Equities, FINRA, Securities, Fixed Income, Series 7, Project Management, Series 24
Education
Iona College
Morgan Stanley February 2006 - Present
Merrill Lynch February 2004 - February 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney August 1997 - February 2000
Skills
Equities, FINRA, Securities, Fixed Income, Series 7, Project Management, Series 24
Education
Iona College
Matthew Guerreiro's Salomon Smith Barney Experience September 1997 - June 1999
Job Owner, Clermont Capital
Industry Investment Management
Experience
Clermont Capital January 2000 - Present
Chiddingstone Farms LLC 2001 - 2013
Friends of Clermont, Inc. 2009 - 2011
Cathedral School 2007 - 2009
Salomon Smith Barney September 1997 - June 1999
Ripplewood Holdings June 1995 - September 1997
Onex Corporation July 1992 - May 1995
Salomon Brothers July 1989 - February 1991
McKinsey & Company February 1984 - June 1989
Skills
Investments, Private Equity, Mergers, Venture Capital, Alternative Investments, Fixed Income, Hedge Funds, Corporate Development, Valuation, Emerging Markets, Due Diligence, Investment Banking, Management, Capital Markets, Equities, Corporate Finance, Asset Management, Financial Modeling
Education
University of Oxford 1980 — 1983
M.litt., Economics
Harvard University 1977 — 1980
AB, Economics & Social Studies
Reed College 1975 — 1976
Dalton School 1969 — 1975
HS
Clermont Capital January 2000 - Present
Chiddingstone Farms LLC 2001 - 2013
Friends of Clermont, Inc. 2009 - 2011
Cathedral School 2007 - 2009
Salomon Smith Barney September 1997 - June 1999
Ripplewood Holdings June 1995 - September 1997
Onex Corporation July 1992 - May 1995
Salomon Brothers July 1989 - February 1991
McKinsey & Company February 1984 - June 1989
Skills
Investments, Private Equity, Mergers, Venture Capital, Alternative Investments, Fixed Income, Hedge Funds, Corporate Development, Valuation, Emerging Markets, Due Diligence, Investment Banking, Management, Capital Markets, Equities, Corporate Finance, Asset Management, Financial Modeling
Education
University of Oxford 1980 — 1983
M.litt., Economics
Harvard University 1977 — 1980
AB, Economics & Social Studies
Reed College 1975 — 1976
Dalton School 1969 — 1975
HS
Leslie Harris-French, SPHR's Salomon Smith Barney Experience March 2000 - January 2003
Job HR Business Partner at MetLife
Industry Financial Services
Experience
MetLife March 2008 - Present
Citi June 2007 - March 2008
Citi February 2006 - June 2007
Citi March 2005 - February 2006
Citigroup January 2003 - December 2004
Salomon Smith Barney March 2000 - January 2003
Skills
Performance Management, Change Management, Talent Management, Organizational Design, Relationship Management, Team Building, HR Consulting, Human Resources, Program Management, Management, Personnel Management, Strategy, Business Strategy, Employee Engagement, HRIS
Education
Hobart and William Smith Colleges 1995 — 1999
BA, English
MetLife March 2008 - Present
Citi June 2007 - March 2008
Citi February 2006 - June 2007
Citi March 2005 - February 2006
Citigroup January 2003 - December 2004
Salomon Smith Barney March 2000 - January 2003
Skills
Performance Management, Change Management, Talent Management, Organizational Design, Relationship Management, Team Building, HR Consulting, Human Resources, Program Management, Management, Personnel Management, Strategy, Business Strategy, Employee Engagement, HRIS
Education
Hobart and William Smith Colleges 1995 — 1999
BA, English
Joseph Pagano's Salomon Smith Barney Experience May 1998 - May 2000
Job Vice President at Citco
Industry Venture Capital & Private Equity
Experience
Corsair Capital, LLC April 2013 - March 2014
CI Capital Partners LLC October 2011 - March 2013
JP Morgan January 2006 - October 2011
Goldman Sachs December 2002 - January 2006
Dalessio, Millner & Leben LLP May 2000 - December 2002
Salomon Smith Barney May 1998 - May 2000
Education
Loyola University Maryland 1994 — 1998
B.B.A., Accounting
Corsair Capital, LLC April 2013 - March 2014
CI Capital Partners LLC October 2011 - March 2013
JP Morgan January 2006 - October 2011
Goldman Sachs December 2002 - January 2006
Dalessio, Millner & Leben LLP May 2000 - December 2002
Salomon Smith Barney May 1998 - May 2000
Education
Loyola University Maryland 1994 — 1998
B.B.A., Accounting
Maria Axton's Salomon Smith Barney Experience February 2002 - May 2002
Job Home Loans Associate at Bank of America
Industry Financial Services
Experience
C1 Bank 2015 - 2015
Bank of America February 2012 - October 2014
Freddie Mac February 2008 - April 2011
Freddie Mac September 2006 - February 2008
HDR August 2005 - September 2005
Marymount University September 2000 - July 2002
Salomon Smith Barney February 2002 - May 2002
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Real Estate Financing, Credit Analysis, Appraisals, Valuation, Portuguese, Spanish, Microsoft Office, Adobe Acrobat, Lotus Notes, Outlook, Office Administration, Administrative..., Customer Service
Education
Marymount University 2000 — 2002
B.A, Financial Economics
C1 Bank 2015 - 2015
Bank of America February 2012 - October 2014
Freddie Mac February 2008 - April 2011
Freddie Mac September 2006 - February 2008
HDR August 2005 - September 2005
Marymount University September 2000 - July 2002
Salomon Smith Barney February 2002 - May 2002
Skills
Mortgage Underwriting, Mortgage Lending, Loans, Real Estate Financing, Credit Analysis, Appraisals, Valuation, Portuguese, Spanish, Microsoft Office, Adobe Acrobat, Lotus Notes, Outlook, Office Administration, Administrative..., Customer Service
Education
Marymount University 2000 — 2002
B.A, Financial Economics
Tyler Cruger's Salomon Smith Barney Experience August 2000 - September 2003
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Societe Generale July 2011 - Present
Banc of America Securities September 2003 - April 2011
Salomon Smith Barney August 2000 - September 2003
Merrill Lynch June 1999 - August 1999
Skills
Fixed Income, Derivatives, Credit Derivatives, Hedge Funds, Capital Markets, Bloomberg, Equities, Portfolio Management, Investment Banking
Education
Lehigh University 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Raj Venkataraman Iyer's Salomon Smith Barney Experience July 1999 - April 2000
Job Partner at Canyon Capital Advisors
Industry Investment Management
Experience
Canyon Capital Advisors March 2006 - Present
Colden Capital September 2002 - February 2006
McKinsey & Company May 2001 - August 2001
Salomon Smith Barney July 1999 - April 2000
Morgan Stanley July 1994 - July 1999
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance
Purdue University 1992 — 1994
MS, Nuclear Engineering
Indian Institute of Technology, Madras 1988 — 1992
B. Tech, Electrical Engineering
PS Senior Secondary School 1983 — 1988
Canyon Capital Advisors March 2006 - Present
Colden Capital September 2002 - February 2006
McKinsey & Company May 2001 - August 2001
Salomon Smith Barney July 1999 - April 2000
Morgan Stanley July 1994 - July 1999
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance
Purdue University 1992 — 1994
MS, Nuclear Engineering
Indian Institute of Technology, Madras 1988 — 1992
B. Tech, Electrical Engineering
PS Senior Secondary School 1983 — 1988
Seana Scott's Salomon Smith Barney Experience 1999 - 2001
Job
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley November 2005 - December 2010
Banc of America Securities January 2002 - November 2005
Salomon Smith Barney 1999 - 2001
Education
Manhattan College 1995 — 1999
BA
National University of Ireland, Galway 1998 — 1998
Morgan Stanley January 2011 - Present
Morgan Stanley November 2005 - December 2010
Banc of America Securities January 2002 - November 2005
Salomon Smith Barney 1999 - 2001
Education
Manhattan College 1995 — 1999
BA
National University of Ireland, Galway 1998 — 1998
Justin Boisseau's Salomon Smith Barney Experience 1999 - 2003
Job Managing Partner at Gates Capital Management
Industry Investment Management
Experience
Gates Capital Management June 2003 - Present
Citigroup 1999 - 2003
Salomon Smith Barney 1999 - 2003
Skills
Private Equity, Capital Markets, Equities, Hedge Funds, Investments, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Strategic Planning, Alternative Investments
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD)
Kansas State University 1992 — 1996
BS, Finance, American Ethnic Studies
Gates Capital Management June 2003 - Present
Citigroup 1999 - 2003
Salomon Smith Barney 1999 - 2003
Skills
Private Equity, Capital Markets, Equities, Hedge Funds, Investments, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions, Strategic Planning, Alternative Investments
Education
Harvard Law School 1996 — 1999
Doctor of Law (JD)
Kansas State University 1992 — 1996
BS, Finance, American Ethnic Studies
Dino Diana's Salomon Smith Barney Experience 1999 - 2003
Job Principal at AO Asset Management
Industry Investment Management
Experience
AO Asset Management February 2015 - Present
Manatuck Hill Partners 2012 - February 2015
Level Global Investors October 2010 - April 2012
Jefferies Asset Management 2007 - 2009
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 1999 - 2003
Ernst & Young 1996 - 1999
Skills
Risk Management, Equities, Investments, Trading, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Enterprise Software
Education
Manhattan College 1994 — 1998
Finance & Accounting
AO Asset Management February 2015 - Present
Manatuck Hill Partners 2012 - February 2015
Level Global Investors October 2010 - April 2012
Jefferies Asset Management 2007 - 2009
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 1999 - 2003
Ernst & Young 1996 - 1999
Skills
Risk Management, Equities, Investments, Trading, Valuation, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Enterprise Software
Education
Manhattan College 1994 — 1998
Finance & Accounting
Billie Orlando's Salomon Smith Barney Experience 1998 - 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Salomon Smith Barney 1998 - 2004
Education
Keene State College 1990 — 1995
Salomon Smith Barney 1998 - 2004
Education
Keene State College 1990 — 1995
Tony Pace's Salomon Smith Barney Experience June 1984 - May 2002
Job CFO at Lombard Odier
Industry Financial Services
Experience
Lombard Odier Asset Management (USA) Corp January 2012 - Present
Harbinger Capital Partners June 2009 - December 2011
HSBC, Alternative Fund Services June 2008 - June 2009
Reich & Tang Funds August 2004 - May 2008
GlobeOp Financial Services August 2002 - August 2004
Salomon Smith Barney June 1984 - May 2002
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Fund Of Funds, Fund Administration, Fund Accounting, Private Equity, Alternative Investments
Education
Hofstra University 1984 — 1987
Lombard Odier Asset Management (USA) Corp January 2012 - Present
Harbinger Capital Partners June 2009 - December 2011
HSBC, Alternative Fund Services June 2008 - June 2009
Reich & Tang Funds August 2004 - May 2008
GlobeOp Financial Services August 2002 - August 2004
Salomon Smith Barney June 1984 - May 2002
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Fund Of Funds, Fund Administration, Fund Accounting, Private Equity, Alternative Investments
Education
Hofstra University 1984 — 1987
Peter Wysong's Salomon Smith Barney Experience July 2000 - July 2002
Job Founder at Provemont Capital LLC
Industry Real Estate
Experience
Provemont Capital LLC August 2012 - Present
Natixis August 2009 - March 2012
Thumbplay 2005 - 2011
Natixis Bleichroeder May 2007 - August 2009
Susquehanna International Group May 2006 - May 2007
ThinkEquity Partners August 2002 - March 2006
Salomon Smith Barney July 2000 - July 2002
Skills
Investment Banking, Equities, Capital Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Bloomberg, Private Placements, Equity Valuation, IPO, Series 7, DCF, Equity Capital Markets, Industry Analysis, Venture Capital, Competitive Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Alternative Investments, Banking, Business Valuation, Entrepreneurship, Investments, M, Strategy, Management, Start-ups, Business Development, Strategic Planning, Business Strategy, Finance
Education
Michigan State University 1997 — 2000
BA, Finance
Provemont Capital LLC August 2012 - Present
Natixis August 2009 - March 2012
Thumbplay 2005 - 2011
Natixis Bleichroeder May 2007 - August 2009
Susquehanna International Group May 2006 - May 2007
ThinkEquity Partners August 2002 - March 2006
Salomon Smith Barney July 2000 - July 2002
Skills
Investment Banking, Equities, Capital Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Financial Analysis, Bloomberg, Private Placements, Equity Valuation, IPO, Series 7, DCF, Equity Capital Markets, Industry Analysis, Venture Capital, Competitive Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Alternative Investments, Banking, Business Valuation, Entrepreneurship, Investments, M, Strategy, Management, Start-ups, Business Development, Strategic Planning, Business Strategy, Finance
Education
Michigan State University 1997 — 2000
BA, Finance
David Stinner, CFA's Salomon Smith Barney Experience May 1986 - March 2000
Job Director at Berkshire Group LP
Industry Information Services
Experience
Berkshire Group LP January 2014 - Present
CoreLogic March 2003 - December 2013
GMAC RFC Securities April 2000 - November 2002
Salomon Smith Barney May 1986 - March 2000
Salomon Brothers 1986 - 1998
Skills
Analytics, Loans, Valuation, Risk Management, Credit Risk, Securitization, Financial Services, Credit, Capital Markets, Portfolio Management, Residential Mortgages, Fixed Income Analysis, Fixed Income, Financial Modeling, Management, Strategy, Trading, Executive Management, Business Development, Mortgage Lending, Banking, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Lehigh University 1976 — 1980
BS, Industrial Engineering
Berkshire Group LP January 2014 - Present
CoreLogic March 2003 - December 2013
GMAC RFC Securities April 2000 - November 2002
Salomon Smith Barney May 1986 - March 2000
Salomon Brothers 1986 - 1998
Skills
Analytics, Loans, Valuation, Risk Management, Credit Risk, Securitization, Financial Services, Credit, Capital Markets, Portfolio Management, Residential Mortgages, Fixed Income Analysis, Fixed Income, Financial Modeling, Management, Strategy, Trading, Executive Management, Business Development, Mortgage Lending, Banking, Asset Management, Financial Risk
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Lehigh University 1976 — 1980
BS, Industrial Engineering
Michael Landres's Salomon Smith Barney Experience June 2001 - August 2002
Job
Industry Law Practice
Experience
The Walt Disney Company October 2012 - Present
Paramount Pictures March 2012 - October 2012
The Walt Disney Company September 2010 - February 2012
Sheppard Mullin Richter & Hampton LLP October 2007 - September 2010
U.S. Court of Appeals January 2007 - April 2007
Federal Trade Commission May 2005 - July 2005
The Walt Disney Company January 2003 - May 2004
Salomon Smith Barney June 2001 - August 2002
Skills
Entertainment Law, Copyright Law, Contract Law, Corporate Law, General Commercial..., Intellectual Property, Due Diligence, Licensing
Education
Loyola Law School, Los Angeles 2004 — 2007
J.D., Law
Stanford University 1997 — 2001
A.B., French Studies; History
The Walt Disney Company October 2012 - Present
Paramount Pictures March 2012 - October 2012
The Walt Disney Company September 2010 - February 2012
Sheppard Mullin Richter & Hampton LLP October 2007 - September 2010
U.S. Court of Appeals January 2007 - April 2007
Federal Trade Commission May 2005 - July 2005
The Walt Disney Company January 2003 - May 2004
Salomon Smith Barney June 2001 - August 2002
Skills
Entertainment Law, Copyright Law, Contract Law, Corporate Law, General Commercial..., Intellectual Property, Due Diligence, Licensing
Education
Loyola Law School, Los Angeles 2004 — 2007
J.D., Law
Stanford University 1997 — 2001
A.B., French Studies; History
Andrew Moffs's Salomon Smith Barney Experience 2000 - 2002
Job Senior Vice President & Portfolio Manager at Vision Capital Corporation
Industry Investment Management
Experience
Vision Capital Corporation April 2015 - Present
SRE Securities Canada Inc. July 2008 - March 2015
Waterfall Investments Inc. 2006 - 2008
Starwood Real Estate Securities LLC 2004 - 2006
ABP Investments US Inc. 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Asset Managment, Alternative Investments, Investments, Real Estate, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Investment Strategies, Equities
Education
McGill University 1996 — 2000
Bachelor's Degree, Economics
Vision Capital Corporation April 2015 - Present
SRE Securities Canada Inc. July 2008 - March 2015
Waterfall Investments Inc. 2006 - 2008
Starwood Real Estate Securities LLC 2004 - 2006
ABP Investments US Inc. 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Asset Managment, Alternative Investments, Investments, Real Estate, Financial Analysis, Portfolio Management, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Investment Strategies, Equities
Education
McGill University 1996 — 2000
Bachelor's Degree, Economics
Don Jamieson's Salomon Smith Barney Experience June 1999 - August 2000
Job Vice President at Caltius Mezzanine
Industry Financial Services
Experience
Caltius Mezzanine August 2002 - Present
Caltius Private Equity August 2000 - August 2002
Salomon Smith Barney June 1999 - August 2000
Skills
Private Equity, Mezzanine, Recapitalizations, LBO, Mergers, Valuation, Financial Modeling, Investment Banking, Due Diligence, Equities, Investments, Corporate Finance, Capital Markets, Finance, Corporate Development, Mergers & Acquisitions
Education
Harvard University 1995 — 1999
B.A., Economics
Caltius Mezzanine August 2002 - Present
Caltius Private Equity August 2000 - August 2002
Salomon Smith Barney June 1999 - August 2000
Skills
Private Equity, Mezzanine, Recapitalizations, LBO, Mergers, Valuation, Financial Modeling, Investment Banking, Due Diligence, Equities, Investments, Corporate Finance, Capital Markets, Finance, Corporate Development, Mergers & Acquisitions
Education
Harvard University 1995 — 1999
B.A., Economics
Glenn Halbsgut's Salomon Smith Barney Experience 2000 - 2001
Job Sr. Software Engineer Midrange Systems at Transcendence
Industry Information Services
Experience
Transcendence December 2012 - Present
Catapult Technology December 2009 - December 2012
Dextrys May 2008 - October 2008
National Student Clearinghouse October 2006 - May 2008
BearingPoint November 2004 - October 2006
Pfizer Pharmaceuticals 2001 - 2003
Versatech Consulting 2001 - 2003
Maxim Group 2000 - 2001
Salomon Smith Barney 2000 - 2001
Datanomics 1991 - 2000
Skills
SDLC, Requirements Analysis, Integration, Business Analysis, Program Management, Enterprise Architecture, Software Project..., Visio, Java Enterprise Edition, Oracle, ITIL, Java, PMP, Agile Methodologies
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Project Management
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor's degree, Computer Science
Transcendence December 2012 - Present
Catapult Technology December 2009 - December 2012
Dextrys May 2008 - October 2008
National Student Clearinghouse October 2006 - May 2008
BearingPoint November 2004 - October 2006
Pfizer Pharmaceuticals 2001 - 2003
Versatech Consulting 2001 - 2003
Maxim Group 2000 - 2001
Salomon Smith Barney 2000 - 2001
Datanomics 1991 - 2000
Skills
SDLC, Requirements Analysis, Integration, Business Analysis, Program Management, Enterprise Architecture, Software Project..., Visio, Java Enterprise Edition, Oracle, ITIL, Java, PMP, Agile Methodologies
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Project Management
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor's degree, Computer Science
Lisa Scovic's Salomon Smith Barney Experience 1999 - 2002
Job Managing Partner at NorthPointe Advisory Services
Industry Real Estate
Experience
NorthPointe Realty Services, LLC 2010 - 2013
LCM Investments 2007 - 2009
GFI Partners 2003 - 2006
CB Richard Ellis 2002 - 2003
Salomon Smith Barney 1999 - 2002
Skills
Real Estate Development
Education
James Madison University - College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
NorthPointe Realty Services, LLC 2010 - 2013
LCM Investments 2007 - 2009
GFI Partners 2003 - 2006
CB Richard Ellis 2002 - 2003
Salomon Smith Barney 1999 - 2002
Skills
Real Estate Development
Education
James Madison University - College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Jeremy O'Shea's Salomon Smith Barney Experience 1997 - 2000
Job Managing Director
Industry Financial Services
Experience
Legg Mason 1995 - Present
Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Education
Loyola University Maryland 1991 — 1995
Legg Mason 1995 - Present
Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Education
Loyola University Maryland 1991 — 1995
Jeffrey Chaffa's Salomon Smith Barney Experience April 1996 - July 1997
Job Editor at Bloomberg Research
Industry Writing and Editing
Experience
Bloomberg May 2010 - Present
Evalueserve / Deutsche Bank Securities Inc July 2009 - May 2010
Bear Stearns May 1999 - August 2008
SG Cowen Securities Corp. August 1997 - April 1999
Salomon Smith Barney April 1996 - July 1997
Skills
Editing, Equity Research, Publishing, Equities, Editorial, Research, Proofreading, Publications, Creative Writing, Financial Modeling, Investments, Investment Banking, Financial Services, Derivatives, Magazines
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English Literature
Bloomberg May 2010 - Present
Evalueserve / Deutsche Bank Securities Inc July 2009 - May 2010
Bear Stearns May 1999 - August 2008
SG Cowen Securities Corp. August 1997 - April 1999
Salomon Smith Barney April 1996 - July 1997
Skills
Editing, Equity Research, Publishing, Equities, Editorial, Research, Proofreading, Publications, Creative Writing, Financial Modeling, Investments, Investment Banking, Financial Services, Derivatives, Magazines
Education
Hobart and William Smith Colleges 1987 — 1991
BA, English Literature
Joseph Furey, CPA's Salomon Smith Barney Experience 1998 - 2000
Job Principal, CFO at Michael Graves Architecture & Design
Industry Architecture & Planning
Experience
Michael Graves Architecture & Design February 2008 - Present
CSC March 2000 - February 2008
Salomon Smith Barney 1998 - 2000
Tradition Government Securities 1994 - 1998
Volume Services 1991 - 1994
Skills
Certified Public..., Strategic Planning, Financial Analysis, Managerial Finance, Financial Modeling, Outsourcing, Capital Budgeting, Financial Reporting, Acquisition Integration, Financial Forecasting, Forecasting, Mergers, Executive Management, Mergers & Acquisitions, Business Analysis, Strategy, Leadership, Strategic Financial..., Finance, CPA, Project Management, Negotiation, Due Diligence
Education
Pace University 1993 — 1995
NM, CPA prep
Marist College 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Michael Graves Architecture & Design February 2008 - Present
CSC March 2000 - February 2008
Salomon Smith Barney 1998 - 2000
Tradition Government Securities 1994 - 1998
Volume Services 1991 - 1994
Skills
Certified Public..., Strategic Planning, Financial Analysis, Managerial Finance, Financial Modeling, Outsourcing, Capital Budgeting, Financial Reporting, Acquisition Integration, Financial Forecasting, Forecasting, Mergers, Executive Management, Mergers & Acquisitions, Business Analysis, Strategy, Leadership, Strategic Financial..., Finance, CPA, Project Management, Negotiation, Due Diligence
Education
Pace University 1993 — 1995
NM, CPA prep
Marist College 1986 — 1990
Bachelor of Arts (B.A.), Political Science
Jeremy Radtke's Salomon Smith Barney Experience 1995 - 1998
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch 1998 - Present
Salomon Smith Barney 1995 - 1998
Education
Harvard University 1991 — 1995
Bank of America Merrill Lynch 1998 - Present
Salomon Smith Barney 1995 - 1998
Education
Harvard University 1991 — 1995
Marva York's Salomon Smith Barney Experience 1997 - 1999
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch 1999 - Present
Salomon Smith Barney 1997 - 1999
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
M.P.A. (Finance)
University of North Carolina at Chapel Hill 1972 — 1976
B.A. (Journalism)
Merrill Lynch 1999 - Present
Salomon Smith Barney 1997 - 1999
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
M.P.A. (Finance)
University of North Carolina at Chapel Hill 1972 — 1976
B.A. (Journalism)
Annie Erner's Salomon Smith Barney Experience 1999 - 2001
Job Portfolio Manager/ Managing Director at Deimos Asset Management
Industry Investment Management
Experience
Deimos Asset Management February 2015 - Present
Guggenheim Global Trading September 2012 - January 2015
PAW Partners January 2002 - October 2012
Salomon Smith Barney 1999 - 2001
UBS Securities 1993 - 1998
Skills
Hedge Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Alternative Investments, Capital Markets, Equities, Equity Research, Investments
Education
Hofstra University 1981 — 1983
MBA, Finance
City University of New York-Queens College 1976 — 1980
BA, Double Major - Mathematics & Economics
Deimos Asset Management February 2015 - Present
Guggenheim Global Trading September 2012 - January 2015
PAW Partners January 2002 - October 2012
Salomon Smith Barney 1999 - 2001
UBS Securities 1993 - 1998
Skills
Hedge Funds, Asset Management, Financial Modeling, Valuation, Portfolio Management, Alternative Investments, Capital Markets, Equities, Equity Research, Investments
Education
Hofstra University 1981 — 1983
MBA, Finance
City University of New York-Queens College 1976 — 1980
BA, Double Major - Mathematics & Economics
Kevan Comstock's Salomon Smith Barney Experience 1997 - 1999
Job Managing Director at Lazard Private Fund Advisory Group
Industry Investment Management
Experience
Lazard Private Fund Advisory Group February 2014 - Present
Lazard July 2008 - Present
Allstate Investments 2004 - 2008
Chestnut Partners 1999 - 2002
Salomon Smith Barney 1997 - 1999
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance
Middlebury College 1993 — 1997
BA, Economics
Lazard Private Fund Advisory Group February 2014 - Present
Lazard July 2008 - Present
Allstate Investments 2004 - 2008
Chestnut Partners 1999 - 2002
Salomon Smith Barney 1997 - 1999
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance
Middlebury College 1993 — 1997
BA, Economics
William Batista's Salomon Smith Barney Experience 1993 - 2004
Job Assistant Vice President
Industry Insurance
Experience
CNO Financial Services December 2009 - Present
Citi 2004 - 2008
Citigroup 1986 - 2008
Salomon Smith Barney 1993 - 2004
Shearson Lehman 1988 - 1993
Sherson Lehman, Inc. 1988 - 1990
Skills
SDLC, Vendor Management, Risk Management, Project Management, Business Analysis, Disaster Recovery, Requirements Analysis, Strategy, Customer Service, Process Improvement, Strategic Planning, Program Management, Software Documentation, Analysis, Management, Change Management, Access, IT Strategy, PMO, Requirements Gathering, Mainframe, Visio, Leadership, Insurance, CRM, Banking, Business Process..., Financial Services, Business Requirements, SharePoint, Integration, Team Building, IT Management, Team Leadership, Project Portfolio..., Software Project..., Data Analysis, Governance, PMP, User Acceptance Testing, MS Project, Business Process, Resource Management, Enterprise Architecture, Portfolio Management, Business Intelligence
Education
LaGuardia Community College
Team Leadership Skills, ABAP Programming II
Citigroup
CSF Document Development
Pitney Bowes
StreamWeaver at a Pitney Bowes Software System
CNO Financial Services December 2009 - Present
Citi 2004 - 2008
Citigroup 1986 - 2008
Salomon Smith Barney 1993 - 2004
Shearson Lehman 1988 - 1993
Sherson Lehman, Inc. 1988 - 1990
Skills
SDLC, Vendor Management, Risk Management, Project Management, Business Analysis, Disaster Recovery, Requirements Analysis, Strategy, Customer Service, Process Improvement, Strategic Planning, Program Management, Software Documentation, Analysis, Management, Change Management, Access, IT Strategy, PMO, Requirements Gathering, Mainframe, Visio, Leadership, Insurance, CRM, Banking, Business Process..., Financial Services, Business Requirements, SharePoint, Integration, Team Building, IT Management, Team Leadership, Project Portfolio..., Software Project..., Data Analysis, Governance, PMP, User Acceptance Testing, MS Project, Business Process, Resource Management, Enterprise Architecture, Portfolio Management, Business Intelligence
Education
LaGuardia Community College
Team Leadership Skills, ABAP Programming II
Citigroup
CSF Document Development
Pitney Bowes
StreamWeaver at a Pitney Bowes Software System
Anne Robinson Ayer's Salomon Smith Barney Experience June 1991 - August 1991
Job VP Corporate Development and CIO at Sappi Fine Papers
Industry Paper & Forest Products
Experience
1911 Trust Company June 2010 - Present
Sappi Fine Papers January 1996 - Present
Sappi 1996 - 2009
The Monitor Company 1992 - 1996
Salomon Smith Barney June 1991 - August 1991
Skills
Strategy, Corporate Development, Start-ups, Supply Chain, New Business Development, Business Development, Product Management, Entrepreneurship, Management Consulting, Change Management, International Business, Business Planning, Competitive Analysis, Cross-functional Team..., Business Strategy, Strategic Planning
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Business
Harvard University 1984 — 1988
AB, Psychology
1911 Trust Company June 2010 - Present
Sappi Fine Papers January 1996 - Present
Sappi 1996 - 2009
The Monitor Company 1992 - 1996
Salomon Smith Barney June 1991 - August 1991
Skills
Strategy, Corporate Development, Start-ups, Supply Chain, New Business Development, Business Development, Product Management, Entrepreneurship, Management Consulting, Change Management, International Business, Business Planning, Competitive Analysis, Cross-functional Team..., Business Strategy, Strategic Planning
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Business
Harvard University 1984 — 1988
AB, Psychology
Brenda (Laslett) Lovett's Salomon Smith Barney Experience November 1996 - August 1999
Job Talented Office Administrator looking for employment
Industry Museums and Institutions
Experience
Maltbie, a kubik company December 2007 - April 2013
Maltbie Inc. November 2006 - December 2007
Chilton Engineering, Inc. September 2004 - October 2006
Keystone Contractors, Inc. January 2002 - December 2003
Delair Group March 2000 - February 2001
Salomon Smith Barney November 1996 - August 1999
Killam Associates March 1996 - October 1996
Skills
Invoicing, Accounts Payable, Spreadsheets, Accounts Receivable, Customer Service, Microsoft Office, Data Entry, Event Planning, Insurance, Administrative Support, Billing, Word, Excel, PowerPoint, Administration, Access, Payroll Processing, Telephone Skills, Supervisory Skills, Outlook, Administrative..., Microsoft Word, Administrative..., Event Management, Payroll, Microsoft Excel
Education
Mercer County Community College 1990 — 1992
none, Business / Accounting
Maltbie, a kubik company December 2007 - April 2013
Maltbie Inc. November 2006 - December 2007
Chilton Engineering, Inc. September 2004 - October 2006
Keystone Contractors, Inc. January 2002 - December 2003
Delair Group March 2000 - February 2001
Salomon Smith Barney November 1996 - August 1999
Killam Associates March 1996 - October 1996
Skills
Invoicing, Accounts Payable, Spreadsheets, Accounts Receivable, Customer Service, Microsoft Office, Data Entry, Event Planning, Insurance, Administrative Support, Billing, Word, Excel, PowerPoint, Administration, Access, Payroll Processing, Telephone Skills, Supervisory Skills, Outlook, Administrative..., Microsoft Word, Administrative..., Event Management, Payroll, Microsoft Excel
Education
Mercer County Community College 1990 — 1992
none, Business / Accounting
Wendy Murdock's Salomon Smith Barney Experience September 1997 - October 1998
Job Corporate Director. P&L and risk mgmt expertise, incl. in electronic payments and asset management.
Industry Financial Services
Experience
USAA Federal Savings Bank December 2013 - Present
Recall Holdings December 2013 - Present
MasterCard Worldwide May 2012 - March 2013
MasterCard Worldwide January 2009 - May 2012
Syniverse Technologies May 2009 - December 2011
Mastercard Worldwide February 2005 - January 2009
Putnam Lovell NBF February 2004 - February 2005
Citigroup Asset Management October 1998 - October 2002
Tullett & Tokyo Liberty 1996 - 2000
Salomon Smith Barney September 1997 - October 1998
Skills
Mobile Payments, E-payments, Product Management, Payments, Credit Cards, Mobile Commerce, Cards, Payment Gateways, Transaction Processing, Mobile Banking, Product Marketing, Analytics, Product Development, E-commerce, Strategic Partnerships
Education
The University of Western Ontario 1980 — 1982
Master of Business Administration (MBA), Finance and Marketing
McGill University 1968 — 1972
Bachelor of Arts (B.A.), French Canadian Studies
USAA Federal Savings Bank December 2013 - Present
Recall Holdings December 2013 - Present
MasterCard Worldwide May 2012 - March 2013
MasterCard Worldwide January 2009 - May 2012
Syniverse Technologies May 2009 - December 2011
Mastercard Worldwide February 2005 - January 2009
Putnam Lovell NBF February 2004 - February 2005
Citigroup Asset Management October 1998 - October 2002
Tullett & Tokyo Liberty 1996 - 2000
Salomon Smith Barney September 1997 - October 1998
Skills
Mobile Payments, E-payments, Product Management, Payments, Credit Cards, Mobile Commerce, Cards, Payment Gateways, Transaction Processing, Mobile Banking, Product Marketing, Analytics, Product Development, E-commerce, Strategic Partnerships
Education
The University of Western Ontario 1980 — 1982
Master of Business Administration (MBA), Finance and Marketing
McGill University 1968 — 1972
Bachelor of Arts (B.A.), French Canadian Studies
Jeff Drake's Salomon Smith Barney Experience August 1998 - December 2001
Job Owner at Motor City Home Buyers & MCHB Realty and Management
Industry Real Estate
Experience
Motor City Home Buyers & MCHB Realty and Management January 2010 - Present
Motor City Home Buyers (HomeVestors) September 2003 - December 2009
Salomon Smith Barney (Citigroup) January 2002 - July 2003
Salomon Smith Barney August 1998 - December 2001
US Army September 1991 - September 1995
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Episcopal High School 1983 — 1987
Motor City Home Buyers & MCHB Realty and Management January 2010 - Present
Motor City Home Buyers (HomeVestors) September 2003 - December 2009
Salomon Smith Barney (Citigroup) January 2002 - July 2003
Salomon Smith Barney August 1998 - December 2001
US Army September 1991 - September 1995
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Episcopal High School 1983 — 1987
Sarah Landow's Salomon Smith Barney Experience April 2002 - March 2003
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2003 - September 2008
Advanstar Communications March 2003 - May 2003
Salomon Smith Barney April 2002 - March 2003
St. Regis Hotel September 2001 - September 2001
Miller Freeman October 1999 - June 2001
Education
Miami University
Bachelors of Science in Education, Elementary Education
Barclays Capital September 2008 - Present
Lehman Brothers October 2003 - September 2008
Advanstar Communications March 2003 - May 2003
Salomon Smith Barney April 2002 - March 2003
St. Regis Hotel September 2001 - September 2001
Miller Freeman October 1999 - June 2001
Education
Miami University
Bachelors of Science in Education, Elementary Education
Maria Lund's Salomon Smith Barney Experience 1998 - 2000
Job Fulltime Mom at Home, I am taking some time off to raise my children.
Industry Oil & Energy
Experience
Lund Residence January 2012 - Present
Lehman Brothers Holdings September 2009 - Present
Barclays Capital October 2008 - September 2009
Barclays Capital (fka Lehman Brothers) 2008 - 2009
Lehman Brothers September 2005 - September 2008
GE Commercial Finance July 2000 - May 2005
GE Capital - Structured Finance Group 2000 - 2005
Salomon Smith Barney 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2003
MBA, Finance and International Business
Middlebury College 1994 — 1998
BA, International Politics and Economics
Lund Residence January 2012 - Present
Lehman Brothers Holdings September 2009 - Present
Barclays Capital October 2008 - September 2009
Barclays Capital (fka Lehman Brothers) 2008 - 2009
Lehman Brothers September 2005 - September 2008
GE Commercial Finance July 2000 - May 2005
GE Capital - Structured Finance Group 2000 - 2005
Salomon Smith Barney 1998 - 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2003
MBA, Finance and International Business
Middlebury College 1994 — 1998
BA, International Politics and Economics
Cheryl Minardi's Salomon Smith Barney Experience May 1994 - October 2003
Job Financial Professional
Industry Financial Services
Experience
Salomon Smith Barney May 1994 - October 2003
Travelers Life & Annuity February 1985 - May 1994
Skills
Account Management, Interventions, New Business Development, Public Speaking, Marketing, Sales Management, Sales Operations, Management, Leadership, Sales
Education
Sacred Heart University 2009 — 2010
Master's degree, Elementary Education and Teaching, 4.0
University of Hartford 1990 — 1992
Bachelors of Science/Business, Marketing
Manchester Community College 1982 — 1984
Associate's degree, Accounting and Business/Management
Salomon Smith Barney May 1994 - October 2003
Travelers Life & Annuity February 1985 - May 1994
Skills
Account Management, Interventions, New Business Development, Public Speaking, Marketing, Sales Management, Sales Operations, Management, Leadership, Sales
Education
Sacred Heart University 2009 — 2010
Master's degree, Elementary Education and Teaching, 4.0
University of Hartford 1990 — 1992
Bachelors of Science/Business, Marketing
Manchester Community College 1982 — 1984
Associate's degree, Accounting and Business/Management
Sumy A. Lee's Salomon Smith Barney Experience 2000 - 2000
Job institutional equity sales at DBS Vickers Securities
Industry Financial Services
Experience
DBS Vickers Securities (USA) 2010 - Present
Hi-London 2007 - Present
InsiderScore 2010 - 2010
NetElixir 2009 - 2010
Smith Barney 2003 - 2004
Salomon Smith Barney 2000 - 2000
Salomon Smith Barney 1996 - 1999
Goldman Sachs 1994 - 1996
Skills
Equities, Wealth Management, Venture Capital, Bloomberg, Capital Markets, Portfolio Management, Business Development, Hedge Funds, Relationship Management, Alternative Investments, Valuation, Asset Management, Emerging Markets
Education
Harvard University
A.B., economics
Northwestern University - Kellogg School of Management
M.M., finance, organization behavior
Northwestern University - Medill School of Journalism
M.S.J., integrated marketing communications
DBS Vickers Securities (USA) 2010 - Present
Hi-London 2007 - Present
InsiderScore 2010 - 2010
NetElixir 2009 - 2010
Smith Barney 2003 - 2004
Salomon Smith Barney 2000 - 2000
Salomon Smith Barney 1996 - 1999
Goldman Sachs 1994 - 1996
Skills
Equities, Wealth Management, Venture Capital, Bloomberg, Capital Markets, Portfolio Management, Business Development, Hedge Funds, Relationship Management, Alternative Investments, Valuation, Asset Management, Emerging Markets
Education
Harvard University
A.B., economics
Northwestern University - Kellogg School of Management
M.M., finance, organization behavior
Northwestern University - Medill School of Journalism
M.S.J., integrated marketing communications
Allisen Rogers's Salomon Smith Barney Experience 1999 - 2001
Job Owner, Foley House Inn
Industry Hospitality
Experience
Foley House Inn September 2006 - Present
Salomon Smith Barney 1999 - 2001
Banc of America Securities 1989 - 1999
Skills
Hotels, Accounting, Securitization, Credit Analysis, Investment Banking, Portfolio Management, Credit, Financial Risk, Credit Risk, Revenue Analysis, Bookkeeping, Teaching, Financial Projection, Budget Reconciliation, Capital Markets
Education
The University of Chicago 1994 — 1997
MBA, Finance
Lake Forest College 1985 — 1989
BA, Business
Erie High School 1981 — 1985
Foley House Inn September 2006 - Present
Salomon Smith Barney 1999 - 2001
Banc of America Securities 1989 - 1999
Skills
Hotels, Accounting, Securitization, Credit Analysis, Investment Banking, Portfolio Management, Credit, Financial Risk, Credit Risk, Revenue Analysis, Bookkeeping, Teaching, Financial Projection, Budget Reconciliation, Capital Markets
Education
The University of Chicago 1994 — 1997
MBA, Finance
Lake Forest College 1985 — 1989
BA, Business
Erie High School 1981 — 1985
Franklin Foster's Salomon Smith Barney Experience September 1998 - September 2001
Job Managing Director at Audax Group
Industry Venture Capital & Private Equity
Experience
Audax Group January 2005 - Present
Coast Crane Company June 2004 - December 2004
NEBC January 2002 - May 2004
Salomon Smith Barney September 1998 - September 2001
Skills
Corporate Development, Private Equity, Venture Capital, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, LBO, M&A experience, Investment Banking, Management, Strategic Planning
Education
Middlebury College 1994 — 1998
Russian Studies, Economics
Audax Group January 2005 - Present
Coast Crane Company June 2004 - December 2004
NEBC January 2002 - May 2004
Salomon Smith Barney September 1998 - September 2001
Skills
Corporate Development, Private Equity, Venture Capital, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, LBO, M&A experience, Investment Banking, Management, Strategic Planning
Education
Middlebury College 1994 — 1998
Russian Studies, Economics
Paul McSweeney's Salomon Smith Barney Experience 1994 - 2000
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
JPMorgan Managing DirectorBear StearnsOctober 2004 - March 2008
Citibank October 1994 - October 2004
Salomon Smith Barney 1994 - 2000
Independent Fiancial Consultant January 1994 - October 1994
Norbanken June 1988 - December 1993
Bank of Tokyo Securities Inc March 1987 - June 1988
Savings Banks Trust Company March 1984 - March 1987
Merrill Lynch January 1982 - March 1984
Skills
Fixed Income, Options, Capital Markets, Bonds, Swaps, Trading, Treasury, Investment Management, Proprietary Trading, Finance, Derivatives, Foreign Exchange, Hedge Funds, Credit Derivatives, MBS
Education
Iona College 1983 — 1988
MBA, Finance
J.P. Morgan March 2008 - Present
JPMorgan Managing DirectorBear StearnsOctober 2004 - March 2008
Citibank October 1994 - October 2004
Salomon Smith Barney 1994 - 2000
Independent Fiancial Consultant January 1994 - October 1994
Norbanken June 1988 - December 1993
Bank of Tokyo Securities Inc March 1987 - June 1988
Savings Banks Trust Company March 1984 - March 1987
Merrill Lynch January 1982 - March 1984
Skills
Fixed Income, Options, Capital Markets, Bonds, Swaps, Trading, Treasury, Investment Management, Proprietary Trading, Finance, Derivatives, Foreign Exchange, Hedge Funds, Credit Derivatives, MBS
Education
Iona College 1983 — 1988
MBA, Finance
James Tolento's Salomon Smith Barney Experience 1998 - 2003
Job Director Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Societe Generale Corporate & Investment Banking August 2010 - January 2011
Federal Reserve Bank of New York May 2009 - August 2010
Merrill Lynch July 2004 - May 2009
Salomon Smith Barney 1998 - 2003
Bank of New York 1996 - 1998
Skills
MBS, Accounting
Education
Hofstra University 1990 — 1994
BS, Accounting
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Societe Generale Corporate & Investment Banking August 2010 - January 2011
Federal Reserve Bank of New York May 2009 - August 2010
Merrill Lynch July 2004 - May 2009
Salomon Smith Barney 1998 - 2003
Bank of New York 1996 - 1998
Skills
MBS, Accounting
Education
Hofstra University 1990 — 1994
BS, Accounting
Bettina Davids, CPA, CFA's Salomon Smith Barney Experience August 2000 - January 2001
Job Finance Professional
Industry Management Consulting
Experience
Monster Worldwide December 2014 - Present
Monster Worldwide July 2013 - December 2014
Hoffman Alvary & Co. 2001 - 2009
Salomon Smith Barney August 2000 - January 2001
Goldman Sachs 1998 - 2000
Goldman Sachs 1996 - 1998
PwC 1996 - 1996
PwC 1993 - 1996
Skills
Financial Analysis, Financial Planning, Financial Modeling, Report Writing, Strategic Planning, Forensic Accounting, Presentation Development, Management Consulting, Litigation Support, Budgets, Analysis, Valuation, Due Diligence, Management, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
Harvard University
A.B., Chinese History
Monster Worldwide December 2014 - Present
Monster Worldwide July 2013 - December 2014
Hoffman Alvary & Co. 2001 - 2009
Salomon Smith Barney August 2000 - January 2001
Goldman Sachs 1998 - 2000
Goldman Sachs 1996 - 1998
PwC 1996 - 1996
PwC 1993 - 1996
Skills
Financial Analysis, Financial Planning, Financial Modeling, Report Writing, Strategic Planning, Forensic Accounting, Presentation Development, Management Consulting, Litigation Support, Budgets, Analysis, Valuation, Due Diligence, Management, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
Harvard University
A.B., Chinese History
Eileen Mack's Salomon Smith Barney Experience 1988 - 1994
Job Vice President at Vanderbilt Ave. Asset Management
Industry Financial Services
Experience
Vanderbilt Ave. Asset Management 2009 - Present
Janus Capital Group 2005 - March 2009
The Reserve Funds 2003 - 2005
Frank Russell Company 2000 - 2003
First Albany 1994 - 1999
Salomon Smith Barney 1988 - 1994
Skills
Asset Managment, Fixed Income, Mutual Funds, Series 63, Series 7, Alternative Investments, Investments, Investment Advisory, Securities, Cash Management, Capital Markets, Wealth Management, Institutional Sales, Relationship Management, Asset Allocation, Investment Strategies, Bonds
Education
Indiana University Bloomington
Master of Music, Voice
Webster University
BME, Music, Voice Minor
Vanderbilt Ave. Asset Management 2009 - Present
Janus Capital Group 2005 - March 2009
The Reserve Funds 2003 - 2005
Frank Russell Company 2000 - 2003
First Albany 1994 - 1999
Salomon Smith Barney 1988 - 1994
Skills
Asset Managment, Fixed Income, Mutual Funds, Series 63, Series 7, Alternative Investments, Investments, Investment Advisory, Securities, Cash Management, Capital Markets, Wealth Management, Institutional Sales, Relationship Management, Asset Allocation, Investment Strategies, Bonds
Education
Indiana University Bloomington
Master of Music, Voice
Webster University
BME, Music, Voice Minor
Thomas Mannix's Salomon Smith Barney Experience 1990 - 1999
Job Sales & Marketing at L2 Asset Management
Industry Financial Services
Experience
L2 Asset Management August 2014 - Present
RW Baird August 2014 - August 2014
RW Baird September 2013 - August 2014
Knight Capital Group October 2009 - June 2013
Salomon Smith Barney 1990 - 1999
Skills
Management, Alternative Investments, Hedge Funds, Equities, Investments, Series 7, Asset Management, Private Equity, Portfolio Management, Capital Markets, Fixed Income, Valuation
Education
Harvard University 1977 — 1981
BA, American History
L2 Asset Management August 2014 - Present
RW Baird August 2014 - August 2014
RW Baird September 2013 - August 2014
Knight Capital Group October 2009 - June 2013
Salomon Smith Barney 1990 - 1999
Skills
Management, Alternative Investments, Hedge Funds, Equities, Investments, Series 7, Asset Management, Private Equity, Portfolio Management, Capital Markets, Fixed Income, Valuation
Education
Harvard University 1977 — 1981
BA, American History
Kyle Warendorf's Salomon Smith Barney Experience December 1995 - December 2002
Job Project Manager at First Insurance Funding Corp.
Industry Information Technology and Services
Experience
FIRST Insurance Funding Corp May 2005 - Present
Imperial A.I. Credit 2005 - 2009
Salomon Smith Barney Nov. 1992 - Dec. 2002, March 2004 – April 2005 March 2004 - April 2005
Salomon Smith Barney December 1995 - December 2002
Salomon Smith Barney 1992 - 1995
Skills
Business Analysis, Portfolio Management, Banking, Credit, Insurance, Risk Management, Project Management, Microsoft Excel, Financial Analysis, Bloomberg, Strategic Planning, SDLC, Vendor Management, Process Improvement, Visio, Customer Service, Software Documentation, CRM, Access, Management, Finance, Financial Services
Education
Ithaca College 1978 — 1982
Bachelor of Arts (BA), Economics
FIRST Insurance Funding Corp May 2005 - Present
Imperial A.I. Credit 2005 - 2009
Salomon Smith Barney Nov. 1992 - Dec. 2002, March 2004 – April 2005 March 2004 - April 2005
Salomon Smith Barney December 1995 - December 2002
Salomon Smith Barney 1992 - 1995
Skills
Business Analysis, Portfolio Management, Banking, Credit, Insurance, Risk Management, Project Management, Microsoft Excel, Financial Analysis, Bloomberg, Strategic Planning, SDLC, Vendor Management, Process Improvement, Visio, Customer Service, Software Documentation, CRM, Access, Management, Finance, Financial Services
Education
Ithaca College 1978 — 1982
Bachelor of Arts (BA), Economics
Glenn Kirschner's Salomon Smith Barney Experience February 1989 - November 2000
Job Sr computer Analyst at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments July 2005 - Present
jmfamily 2001 - Present
jmfamily 2001 - Present
jmo 1998 - 2001
gold horizons 1998 - 2001
Salomon Smith Barney February 1989 - November 2000
Education
LaGuardia Community College 1976 — 1980
computer science
Fidelity Investments July 2005 - Present
jmfamily 2001 - Present
jmfamily 2001 - Present
jmo 1998 - 2001
gold horizons 1998 - 2001
Salomon Smith Barney February 1989 - November 2000
Education
LaGuardia Community College 1976 — 1980
computer science
Chetan Bhat's Salomon Smith Barney Experience 2000 - 2006
Job Director
Industry Investment Banking
Experience
Citi July 2013 - Present
Citi January 2010 - June 2013
Citigroup 2007 - 2009
Salomon Smith Barney 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Defence Research and Development Organisation 1995 - 1996
Tata Elxsi 1994 - 1996
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading Systems, Electronic Trading, Middle Office, Prime Brokerage, Capital Markets, Equities, Equity Derivatives, Interest Rate..., FX Options, Market Data, Hedge Funds, Swaps, Structured Products, Investment Banking, Options, CDS, Risk Management, OTC Clearing, Reference Data, Market Risk, Back Office
Education
New Jersey Institute of Technology 2000 — 2002
M.S.
Karnatak University 1990 — 1994
B.E.
Citi July 2013 - Present
Citi January 2010 - June 2013
Citigroup 2007 - 2009
Salomon Smith Barney 2000 - 2006
Deutsche Bank 1999 - 2000
Bankers Trust 1998 - 1999
Defence Research and Development Organisation 1995 - 1996
Tata Elxsi 1994 - 1996
Skills
Derivatives, Fixed Income, Credit Derivatives, Trading Systems, Electronic Trading, Middle Office, Prime Brokerage, Capital Markets, Equities, Equity Derivatives, Interest Rate..., FX Options, Market Data, Hedge Funds, Swaps, Structured Products, Investment Banking, Options, CDS, Risk Management, OTC Clearing, Reference Data, Market Risk, Back Office
Education
New Jersey Institute of Technology 2000 — 2002
M.S.
Karnatak University 1990 — 1994
B.E.
Christine M. Savino's Salomon Smith Barney Experience April 1992 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
United States Naval Reserves August 1984 - October 2009
MORGAN STANLEY August 2006 - January 2008
WACHOVIA SECURITIES October 2003 - July 2006
LINSCO PRIVATE LEDGER August 2001 - January 2003
SALOMON SMITH BARNEY April 1992 - January 2001
DEAN WITTER September 1988 - April 1992
Skills
Team Building, Microsoft Office, Securities, Series 7, Strategic Planning, Mutual Funds, Microsoft Excel, Visio, Process Improvement, Public Speaking, Uniform Combined State..., Series 63
Education
Kingsborough Community College 1977 — 1978
Pre-med/Liberal Arts
William L Bethea's Salomon Smith Barney Experience June 2000 - October 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
VILLAGE CARE March 2011 - August 2012
INDEPENDENT January 2009 - January 2011
TEKsystems September 2007 - June 2009
City University of New York March 2005 - May 2007
Citi August 2004 - February 2005
Lincoln Computer Services August 1999 - June 2004
JPMorgan Chase January 2002 - August 2002
SALOMON SMITH BARNEY June 2000 - October 2000
Skills
Windows Server, Microsoft Office, Troubleshooting, Active Directory, Disaster Recovery, XP, Technical Support, VPN, Citrix, TCP/IP, Security, Network Administration, Software Installation, Hardware, System Administration, Help Desk Support, Windows XP, Switches, Laptops, Antivirus, Networking, Servers, SCCM, Printers, Blackberry, System Deployment, BMC Remedy, Windows, Windows 7, Norton Ghost, Computer Security, Microsoft Exchange, Lotus Notes, Workstations
Education
COMPUTER CAREER CENTER 1998 — 1999
Hofstra University
Computer Science
VILLAGE CARE March 2011 - August 2012
INDEPENDENT January 2009 - January 2011
TEKsystems September 2007 - June 2009
City University of New York March 2005 - May 2007
Citi August 2004 - February 2005
Lincoln Computer Services August 1999 - June 2004
JPMorgan Chase January 2002 - August 2002
SALOMON SMITH BARNEY June 2000 - October 2000
Skills
Windows Server, Microsoft Office, Troubleshooting, Active Directory, Disaster Recovery, XP, Technical Support, VPN, Citrix, TCP/IP, Security, Network Administration, Software Installation, Hardware, System Administration, Help Desk Support, Windows XP, Switches, Laptops, Antivirus, Networking, Servers, SCCM, Printers, Blackberry, System Deployment, BMC Remedy, Windows, Windows 7, Norton Ghost, Computer Security, Microsoft Exchange, Lotus Notes, Workstations
Education
COMPUTER CAREER CENTER 1998 — 1999
Hofstra University
Computer Science
Colleen Morabito's Salomon Smith Barney Experience April 2000 - October 2000
Job Assistant to Vice President of Controlling at Paramount Group, Inc.
Industry Commercial Real Estate
Experience
Paramount Group, Inc. July 2003 - April 2010
FactSet Research Systems February 2001 - August 2002
Salomon Smith Barney April 2000 - October 2000
Ernst & Young February 1999 - March 2000
Ernst & Young May 1998 - February 1999
Ernst & Young December 1995 - May 1998
Skills
Accounting, Budgets, Sales, Financial Analysis, PowerPoint, Management, Public Speaking, Customer Service, Finance, Human Resources, Research, Program Management, Analysis
Education
Iona College 1991 — 1995
Bachelor of Arts, Sociology
Paramount Group, Inc. July 2003 - April 2010
FactSet Research Systems February 2001 - August 2002
Salomon Smith Barney April 2000 - October 2000
Ernst & Young February 1999 - March 2000
Ernst & Young May 1998 - February 1999
Ernst & Young December 1995 - May 1998
Skills
Accounting, Budgets, Sales, Financial Analysis, PowerPoint, Management, Public Speaking, Customer Service, Finance, Human Resources, Research, Program Management, Analysis
Education
Iona College 1991 — 1995
Bachelor of Arts, Sociology
Akhil Sharma's Salomon Smith Barney Experience 2000 - 2001
Job Selfemployed
Industry Financial Services
Experience
Self-employed 2001 - Present
Salomon Smith Barney 2000 - 2001
Education
Harvard Law School 1995 — 1998
J.D., Corporate and Tax
Self-employed 2001 - Present
Salomon Smith Barney 2000 - 2001
Education
Harvard Law School 1995 — 1998
J.D., Corporate and Tax
Steven Menghi's Salomon Smith Barney Experience February 1996 - June 1999
Job Director Valuations at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management October 2007 - Present
The Reserve Funds 2005 - 2007
The Bank of New York 1999 - 2005
Salomon Smith Barney February 1996 - June 1999
Skills
Fund Administration, Investments, Fixed Income, Valuation, Mutual Funds, Securities, Asset Managment, Asset Management, Bloomberg, Banking, Derivatives, Equities, Fund Of Funds, Portfolio Management, Hedge Funds, Trading
Education
LIU Post 1991 — 1996
BS, Accounting
UBS Global Asset Management October 2007 - Present
The Reserve Funds 2005 - 2007
The Bank of New York 1999 - 2005
Salomon Smith Barney February 1996 - June 1999
Skills
Fund Administration, Investments, Fixed Income, Valuation, Mutual Funds, Securities, Asset Managment, Asset Management, Bloomberg, Banking, Derivatives, Equities, Fund Of Funds, Portfolio Management, Hedge Funds, Trading
Education
LIU Post 1991 — 1996
BS, Accounting
Charles Deretchin's Salomon Smith Barney Experience December 1998 - December 2003
Job Engineering Sr Manager at Citigroup
Industry Financial Services
Experience
Citigroup January 2004 - Present
Salomon Smith Barney December 1998 - December 2003
Salomon Brothers December 1995 - October 1998
Salomon Brothers November 1994 - December 1995
Salomon Brothers September 1990 - November 1994
AT&T September 1986 - September 1990
Skills
System Architecture, Program Management, Trading Systems, Disaster Recovery, Architecture, Enterprise Architecture, Exchange Connectivity, Oracle, Market Data, Business Continuity, Risk Management, PMP, Unix, Low Latency, Fixed Income, Electronic Trading, Autosys, Data Center, Servers, Infrastructure, Integration, ITIL, Sybase, Solaris, SDLC, Vendor Management, IT Management, IT Strategy, IT Service Management, High Availability, Enterprise Software, Firewalls, IT Operations, Information Security, Incident Management, Virtualization, Networking
Education
Kean University 1984 — 1986
BS
Raritan Valley Community College 1980 — 1983
AS
Citigroup January 2004 - Present
Salomon Smith Barney December 1998 - December 2003
Salomon Brothers December 1995 - October 1998
Salomon Brothers November 1994 - December 1995
Salomon Brothers September 1990 - November 1994
AT&T September 1986 - September 1990
Skills
System Architecture, Program Management, Trading Systems, Disaster Recovery, Architecture, Enterprise Architecture, Exchange Connectivity, Oracle, Market Data, Business Continuity, Risk Management, PMP, Unix, Low Latency, Fixed Income, Electronic Trading, Autosys, Data Center, Servers, Infrastructure, Integration, ITIL, Sybase, Solaris, SDLC, Vendor Management, IT Management, IT Strategy, IT Service Management, High Availability, Enterprise Software, Firewalls, IT Operations, Information Security, Incident Management, Virtualization, Networking
Education
Kean University 1984 — 1986
BS
Raritan Valley Community College 1980 — 1983
AS
Albert Richards's Salomon Smith Barney Experience 1994 - 2006
Job CEO at Alambic Investment Management
Industry Investment Management
Experience
Alambic Investment Management Managing DirectorCiti1997 - 2006
Salomon Brothers 1994 - 2006
Salomon Smith Barney 1994 - 2006
Credit Suisse First Boston 1986 - 1994
Skills
Hedge Funds, Equities, Management, Private Equity, Capital Markets, Trading, Investment Banking, Investments, Financial Markets, Alternative Investments, Fixed Income, Venture Capital, Asset Management, Equity Research, Emerging Markets, Portfolio Management
Education
Massachusetts Institute of Technology 1983 — 1986
PhD, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1986
MBA, Finance
Massachusetts Institute of Technology 1981 — 1983
MS, Chemical Engineering Practice
Iowa State University 1978 — 1981
BS, Chemical Engineering
Alambic Investment Management Managing DirectorCiti1997 - 2006
Salomon Brothers 1994 - 2006
Salomon Smith Barney 1994 - 2006
Credit Suisse First Boston 1986 - 1994
Skills
Hedge Funds, Equities, Management, Private Equity, Capital Markets, Trading, Investment Banking, Investments, Financial Markets, Alternative Investments, Fixed Income, Venture Capital, Asset Management, Equity Research, Emerging Markets, Portfolio Management
Education
Massachusetts Institute of Technology 1983 — 1986
PhD, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1986
MBA, Finance
Massachusetts Institute of Technology 1981 — 1983
MS, Chemical Engineering Practice
Iowa State University 1978 — 1981
BS, Chemical Engineering
Jean Pitt-Ficchi's Salomon Smith Barney Experience 1998 - 2001
Job Director, Global Markets Analytics at Citi
Industry Financial Services
Experience
Jean Pitt-Ficchi April 2001 - Present
Citi 2001 - Present
Salomon Smith Barney 1998 - 2001
Salomon Inc. April 1993 - 1998
Skills
Financial Analysis, Project Management, Management, Strategy, Budgets, Finance, Analysis, Analytics, Performance Management, Capital Markets, Training, Equities, Talent Management, Risk Management, Business Analysis, Financial Risk, Financial Modeling, Vendor Management, Business Strategy, Strategic Planning, Process Improvement, Fixed Income, Management Consulting, Hedge Funds, Investment Banking
Education
Ithaca College 1984 — 1988
Bachelor of Business Administration (BBA), Marketing/Business Administration
Jean Pitt-Ficchi April 2001 - Present
Citi 2001 - Present
Salomon Smith Barney 1998 - 2001
Salomon Inc. April 1993 - 1998
Skills
Financial Analysis, Project Management, Management, Strategy, Budgets, Finance, Analysis, Analytics, Performance Management, Capital Markets, Training, Equities, Talent Management, Risk Management, Business Analysis, Financial Risk, Financial Modeling, Vendor Management, Business Strategy, Strategic Planning, Process Improvement, Fixed Income, Management Consulting, Hedge Funds, Investment Banking
Education
Ithaca College 1984 — 1988
Bachelor of Business Administration (BBA), Marketing/Business Administration
Jim Daher's Salomon Smith Barney Experience 1993 - 1995
Job Retired
Industry Financial Services
Experience
N/A March 2009 - Present
Plainfield Asset Management February 2005 - March 2009
Charter Management 1998 - 2002
Morgan Stanley 1997 - 1998
Gabriel Capital 1995 - 1998
Salomon Smith Barney 1993 - 1995
Microelectronics and Computer Technology Corp 1990 - 1991
Dillon Read & Co. Inc 1986 - 1987
MIT Lincoln Laboratory 1981 - 1985
Jet Propulsion Laboratory June 1984 - August 1984
Skills
Equity Derivatives, Hedge Funds, Private Placements, Special Situations, Credit, Capital Markets, Valuation, Investment Banking, Private Equity, Business Development, Fixed Income, Equities, Corporate Development, Mergers & Acquisitions, Due Diligence, Venture Capital, Financial Modeling, Alternative Investments, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA
Massachusetts Institute of Technology 1983 — 1985
MS, Physics
Suffolk University 1977 — 1981
BS, Physics/Computer Science
N/A March 2009 - Present
Plainfield Asset Management February 2005 - March 2009
Charter Management 1998 - 2002
Morgan Stanley 1997 - 1998
Gabriel Capital 1995 - 1998
Salomon Smith Barney 1993 - 1995
Microelectronics and Computer Technology Corp 1990 - 1991
Dillon Read & Co. Inc 1986 - 1987
MIT Lincoln Laboratory 1981 - 1985
Jet Propulsion Laboratory June 1984 - August 1984
Skills
Equity Derivatives, Hedge Funds, Private Placements, Special Situations, Credit, Capital Markets, Valuation, Investment Banking, Private Equity, Business Development, Fixed Income, Equities, Corporate Development, Mergers & Acquisitions, Due Diligence, Venture Capital, Financial Modeling, Alternative Investments, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1990
MBA
Massachusetts Institute of Technology 1983 — 1985
MS, Physics
Suffolk University 1977 — 1981
BS, Physics/Computer Science
John Dulay, CFA's Salomon Smith Barney Experience June 2001 - June 2006
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James July 2006 - Present
Salomon Smith Barney June 2001 - June 2006
Skills
Retirement Planning, Financial Advisory, Investments, Retirement, Securities, 401k, Employee Benefits, Defined Contribution, Non-Qualified Deferred..., 403 b, Cash Balance, ESOP, Consulting
Education
Marquette University 1996 — 2000
Bachelor, Economics
Loyola Academy 1992 — 1996
Diploma
Raymond James July 2006 - Present
Salomon Smith Barney June 2001 - June 2006
Skills
Retirement Planning, Financial Advisory, Investments, Retirement, Securities, 401k, Employee Benefits, Defined Contribution, Non-Qualified Deferred..., 403 b, Cash Balance, ESOP, Consulting
Education
Marquette University 1996 — 2000
Bachelor, Economics
Loyola Academy 1992 — 1996
Diploma
Jason Goldie's Salomon Smith Barney Experience April 2006 - August 2007
Job Vice President Supply Chain at The Goldie Group
Industry Telecommunications
Experience
The Goldie Group September 2010 - Present
The Goldie Group April 2009 - September 2010
Salomon Smith Barney April 2006 - August 2007
Skills
Manufacturing, Supply Chain, Management, Lean Manufacturing, Telecommunications, Start-ups, Cost Accounting, IT Management, Logistics
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
The Goldie Group September 2010 - Present
The Goldie Group April 2009 - September 2010
Salomon Smith Barney April 2006 - August 2007
Skills
Manufacturing, Supply Chain, Management, Lean Manufacturing, Telecommunications, Start-ups, Cost Accounting, IT Management, Logistics
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Hanan Lancaster's Salomon Smith Barney Experience June 1998 - May 2000
Job Project Manager: Workforce Intiatives Leadership Development at Federal Aviation Administration FAA
Industry Airlines/Aviation
Experience
Federal Aviation Administration - FAA October 2014 - Present
FAA August 2010 - October 2014
Federal Aviation Administration October 2006 - August 2010
Bellamy Management Services March 2005 - October 2006
ARP LLC June 2004 - March 2005
Wheeler Creek Community Development Corporation August 2001 - June 2004
Salomon Smith Barney June 1998 - May 2000
Skills
Performance Management, Requirements Gathering, SharePoint, Program Management, Event Management, Analysis, Budgets, Business Development, Business Planning, Cross-functional Team..., Employee Training, Entrepreneurship, Financial Analysis, Management, Marketing, Policy, Process Improvement, Project Management, Project Planning, Proposal Writing, Start-ups, Strategic Planning, Strategy, Training
Education
University of Notre Dame 2000 — 2001
MBA, Business Administration and Management, General
Howard University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Additional Training/Certification
Business Administration, Management and Operations
Federal Aviation Administration - FAA October 2014 - Present
FAA August 2010 - October 2014
Federal Aviation Administration October 2006 - August 2010
Bellamy Management Services March 2005 - October 2006
ARP LLC June 2004 - March 2005
Wheeler Creek Community Development Corporation August 2001 - June 2004
Salomon Smith Barney June 1998 - May 2000
Skills
Performance Management, Requirements Gathering, SharePoint, Program Management, Event Management, Analysis, Budgets, Business Development, Business Planning, Cross-functional Team..., Employee Training, Entrepreneurship, Financial Analysis, Management, Marketing, Policy, Process Improvement, Project Management, Project Planning, Proposal Writing, Start-ups, Strategic Planning, Strategy, Training
Education
University of Notre Dame 2000 — 2001
MBA, Business Administration and Management, General
Howard University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Additional Training/Certification
Business Administration, Management and Operations
Brian Lane's Salomon Smith Barney Experience September 1999 - February 2001
Job Product Manager, Liquidity Products at CodeStreet
Industry Financial Services
Experience
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
CodeStreet March 2010 - Present
Assent Capital Partners, LLC May 2009 - February 2010
Broadpoint Securities Group / BNY Capital Markets November 2004 - May 2009
Bank of America November 2001 - November 2004
Lord Abbett & Co. LLC March 2001 - November 2001
Salomon Smith Barney September 1999 - February 2001
PaineWebber January 1998 - September 1999
Skills
Fixed Income, Trading, Capital Markets, Electronic Trading, Bonds, Series 7, Securities, Sales, Series 63, Credit, Bloomberg, Credit Derivatives, Proprietary Trading, Financial Services, Product Management, Series 24, CDS, Sell Side, High Yield, Bloomberg Terminal, High Grade, Salesforce.com, Credit Trading, Relative Value, Technology Management, Software, Commodity Markets, Senior Program..., Product Development, Project Management, Strategic Planning, Business Development, Product Presentation, Revenue & Profit Growth, Marketing, Client Relations, Dispute Resolution, IT Project Lifecycle, Business Requirements, Functional..., Quality Assurance, Training & Development, Market Data, Derivatives, Equities
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Business and Economics
Brandon-David Dorta's Salomon Smith Barney Experience January 2002 - January 2003
Job Best Leads in the Business All about quality
Industry Internet
Experience
ChatterBoxAdvertising.com January 2007 - Present
CityGrid Media February 2009 - February 2010
Modern Consumer May 2003 - May 2007
Salomon Smith Barney January 2002 - January 2003
Princeton University January 2001 - January 2002
Skills
CRM, PPC, Online Advertising, SEM, Sales, Marketing, Start-ups, Affiliate Marketing, Competitive Intelligence
Education
Manhattan College 1996 — 2003
BS, Business Administration
ChatterBoxAdvertising.com January 2007 - Present
CityGrid Media February 2009 - February 2010
Modern Consumer May 2003 - May 2007
Salomon Smith Barney January 2002 - January 2003
Princeton University January 2001 - January 2002
Skills
CRM, PPC, Online Advertising, SEM, Sales, Marketing, Start-ups, Affiliate Marketing, Competitive Intelligence
Education
Manhattan College 1996 — 2003
BS, Business Administration
Barbara Holt's Salomon Smith Barney Experience January 1998 - October 1999
Job Real Estate Professional
Industry Real Estate
Experience
Alain Pinel Realtors April 2014 - Present
Salomon Smith Barney January 1998 - October 1999
Volpe, Brown, Whelan & Co., Inc. January 1996 - June 1997
Charles Schwab March 1989 - January 1996
Skills
Business Development, Business Strategy, Microsoft Office, New Business Development, Marketing Communications, Securities, Public Speaking, Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Sellers, Investment Properties, Single Family Homes, Condos, Buyer Representation, Strategic Planning, Management Consulting, Cross-functional Team..., Project Management, Senior Real Estate, Sales, Customer Service, Management
Education
San Francisco State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Marietta College
New Canaan High School
Alain Pinel Realtors April 2014 - Present
Salomon Smith Barney January 1998 - October 1999
Volpe, Brown, Whelan & Co., Inc. January 1996 - June 1997
Charles Schwab March 1989 - January 1996
Skills
Business Development, Business Strategy, Microsoft Office, New Business Development, Marketing Communications, Securities, Public Speaking, Real Estate, Real Estate Transactions, First Time Home Buyers, First Time Sellers, Investment Properties, Single Family Homes, Condos, Buyer Representation, Strategic Planning, Management Consulting, Cross-functional Team..., Project Management, Senior Real Estate, Sales, Customer Service, Management
Education
San Francisco State University 1982 — 1984
Bachelor of Science (B.S.), Marketing
Marietta College
New Canaan High School
Joseph Dwyer's Salomon Smith Barney Experience December 1996 - December 1998
Job FINOP at Bayes Capital LLC
Industry Financial Services
Experience
Bayes Capital LLC March 2013 - Present
Various February 2008 - Present
Argent Funds Group September 2003 - March 2008
Development Bank of Singapore March 2003 - September 2003
The Island ECN, Inc. December 1998 - July 2001
Salomon Smith Barney December 1996 - December 1998
Deloitte & Touche US 1987 - 1995
Deloitte & Touche 1987 - 1995
Skills
CFO Hedge Funds, Broker...
Education
Manhattan College 1983 — 1987
BS, Accounting
Bayes Capital LLC March 2013 - Present
Various February 2008 - Present
Argent Funds Group September 2003 - March 2008
Development Bank of Singapore March 2003 - September 2003
The Island ECN, Inc. December 1998 - July 2001
Salomon Smith Barney December 1996 - December 1998
Deloitte & Touche US 1987 - 1995
Deloitte & Touche 1987 - 1995
Skills
CFO Hedge Funds, Broker...
Education
Manhattan College 1983 — 1987
BS, Accounting
Rich Mirenda's Salomon Smith Barney Experience January 1994 - June 2009
Job VP Finance
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney January 1994 - June 2009
Skills
Financial Analysis, Financial Reporting, Reporting & Analysis, Corporate Finance, Performance Reporting, Expense Management, Forecasting, Financial Control
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Iona College 1988 — 1992
BA, Financial Managment
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney January 1994 - June 2009
Skills
Financial Analysis, Financial Reporting, Reporting & Analysis, Corporate Finance, Performance Reporting, Expense Management, Forecasting, Financial Control
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Iona College 1988 — 1992
BA, Financial Managment
LaWanda Sykes's Salomon Smith Barney Experience June 1999 - July 2000
Job Experienced Administrative Assistant
Industry Investment Banking
Experience
RBC Capital Markets July 2000 - December 2009
RBC Capital Markets July 2000 - December 2009
RBC Capital Markets July 2000 - December 2009
Salomon Smith Barney June 1999 - July 2000
Skills
Travel Arrangements, Office Management
Education
Illinois Institute of Technology
RBC Capital Markets July 2000 - December 2009
RBC Capital Markets July 2000 - December 2009
RBC Capital Markets July 2000 - December 2009
Salomon Smith Barney June 1999 - July 2000
Skills
Travel Arrangements, Office Management
Education
Illinois Institute of Technology
Richard Hanson's Salomon Smith Barney Experience January 1990 - January 1994
Job Manager , Accountant , Controller , Process Reengineer
Industry Financial Services
Experience
Morgan Stanley & Co. Incorporated January 1994 - April 2012
Morgan Stanley 1994 - 2012
Salomon Smith Barney January 1990 - January 1994
Depository Trust Company January 1984 - January 1990
Prudential Securities Incorporated January 1982 - January 1984
Goldman Sachs & Co January 1977 - January 1982
Skills
Fixed Income, Capital Markets, Finance, Equities, Risk Management, Bloomberg, Account Reconciliation, Financial Risk, Financial Services, Securities, Internal Controls, Auditing, Banking, Accounts Receivable, Financial Analysis, Financial Reporting, Internal Audit, Analysis, IPO, Accounts Payable, Process Improvement, Expense Management, Due Diligence, Investments, Variance Analysis, General Ledger, Microsoft Excel, Accounting, Trading, Expenses, Emerging Markets, Hedge Funds, Graduate Recruitment, Public Finance, Reporting & Analysis, Treasury Management, Strategic Financial..., Leadership, Financial Modeling, Systems Engineering, Mentoring, Profitability Analysis, Expense Reduction, Audit, Reconciliations, Excel, Reconciliation, Monthly Closing, 10 Q,10 K,Customer..., User Documentation
Education
Manhattan College
MBA, Finance
Manhattan College
BA, Political Science and Government
Morgan Stanley & Co. Incorporated January 1994 - April 2012
Morgan Stanley 1994 - 2012
Salomon Smith Barney January 1990 - January 1994
Depository Trust Company January 1984 - January 1990
Prudential Securities Incorporated January 1982 - January 1984
Goldman Sachs & Co January 1977 - January 1982
Skills
Fixed Income, Capital Markets, Finance, Equities, Risk Management, Bloomberg, Account Reconciliation, Financial Risk, Financial Services, Securities, Internal Controls, Auditing, Banking, Accounts Receivable, Financial Analysis, Financial Reporting, Internal Audit, Analysis, IPO, Accounts Payable, Process Improvement, Expense Management, Due Diligence, Investments, Variance Analysis, General Ledger, Microsoft Excel, Accounting, Trading, Expenses, Emerging Markets, Hedge Funds, Graduate Recruitment, Public Finance, Reporting & Analysis, Treasury Management, Strategic Financial..., Leadership, Financial Modeling, Systems Engineering, Mentoring, Profitability Analysis, Expense Reduction, Audit, Reconciliations, Excel, Reconciliation, Monthly Closing, 10 Q,10 K,Customer..., User Documentation
Education
Manhattan College
MBA, Finance
Manhattan College
BA, Political Science and Government
Carol-Ann Marshall's Salomon Smith Barney Experience January 1990 - March 2002
Job First Vice President/Manager at Salomon Smith Barney
Industry Utilities
Experience
Dominion June 2003 - Present
Salomon Smith Barney January 1990 - March 2002
Education
Kingsborough Community College 2002 — 2004
Associate's degree, Paralegal Studies, A-B
Dominion June 2003 - Present
Salomon Smith Barney January 1990 - March 2002
Education
Kingsborough Community College 2002 — 2004
Associate's degree, Paralegal Studies, A-B
Therese Wright's Salomon Smith Barney Experience September 1991 - October 2002
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Specialists Mkt Services 2003 - 2010
Salomon Smith Barney September 1991 - October 2002
Skills
Microsoft Word, Marketing Strategy, Email Marketing, Direct Mail, Microsoft Office, Microsoft Excel, QuickBooks
Education
Kean University
Bachelor's degree, Education, 3.2
Trinity College, Dublin
Specialists Mkt Services 2003 - 2010
Salomon Smith Barney September 1991 - October 2002
Skills
Microsoft Word, Marketing Strategy, Email Marketing, Direct Mail, Microsoft Office, Microsoft Excel, QuickBooks
Education
Kean University
Bachelor's degree, Education, 3.2
Trinity College, Dublin
Steven Waine's Salomon Smith Barney Experience June 2000 - August 2000
Job Procurement Director/Engineer at Computer Integrated Services
Industry Computer & Network Security
Experience
Computer Integrated Services July 2001 - Present
Salomon Smith Barney June 2000 - August 2000
Skills
Cisco Technologies, Hyper-V, Microsoft Exchange, Microsoft Server..., Cloud Computing, Active Directory, Procurement Director...
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Computer Integrated Services July 2001 - Present
Salomon Smith Barney June 2000 - August 2000
Skills
Cisco Technologies, Hyper-V, Microsoft Exchange, Microsoft Server..., Cloud Computing, Active Directory, Procurement Director...
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Systems Security/Information Assurance
Brian Bedell's Salomon Smith Barney Experience April 1998 - December 2002
Job Vice President at Deutsche Bank Securities
Industry Research
Experience
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Deutsche Bank Securities October 2013 - Present
ISI Group March 2009 - October 2013
Merrill Lynch January 2003 - February 2009
Salomon Smith Barney April 1998 - December 2002
Skills
Equity Research, Capital Markets, Management, Equities, Valuation, Financial Modeling, Investment Banking, Investments, Bloomberg, Asset Management
Education
Indiana University Bloomington 2005 — 2007
Master of Business Administration (MBA), Finance & Investment Academy
State University of New York at Stony Brook
Bachelor of Arts (BA), Economics
Robert Leszkowicz's Salomon Smith Barney Experience July 1998 - December 1999
Job Senior Vice President, Senior Compliance Officer at Citigroup
Industry Financial Services
Experience
Citi July 2014 - Present
Barclays Wealth and Investment Management February 2012 - July 2014
Bank of America July 2007 - February 2012
Bank of America July 2003 - July 2007
Citi October 2002 - July 2003
Ladenburg Thalmann December 1999 - September 2002
Salomon Smith Barney July 1998 - December 1999
Education
Marist College
Bachelor of Science (BS), Business
Citi July 2014 - Present
Barclays Wealth and Investment Management February 2012 - July 2014
Bank of America July 2007 - February 2012
Bank of America July 2003 - July 2007
Citi October 2002 - July 2003
Ladenburg Thalmann December 1999 - September 2002
Salomon Smith Barney July 1998 - December 1999
Education
Marist College
Bachelor of Science (BS), Business
Anna Br's Salomon Smith Barney Experience October 2000 - September 2002
Job Key Holder/Assistant Manager at Payless ShoeSource
Industry Retail
Experience
Payless ShoeSource July 2009 - Present
Salomon Smith Barney October 2000 - September 2002
Nomura Securities August 1993 - October 2000
Skills
People-oriented, Interpersonal..., Interpersonal Skill, Teamwork, Expense Reports, Travel Planning, Travel Arrangements, Event Planning, Event Management, Corporate Events, Coordinating Events, Meeting Planning, Office Management
Education
Katherine Gibbs School 1987 — 1987
Certificate, Administrative Assistant and Secretarial Science, General
Payless ShoeSource July 2009 - Present
Salomon Smith Barney October 2000 - September 2002
Nomura Securities August 1993 - October 2000
Skills
People-oriented, Interpersonal..., Interpersonal Skill, Teamwork, Expense Reports, Travel Planning, Travel Arrangements, Event Planning, Event Management, Corporate Events, Coordinating Events, Meeting Planning, Office Management
Education
Katherine Gibbs School 1987 — 1987
Certificate, Administrative Assistant and Secretarial Science, General
Eric Pressler's Salomon Smith Barney Experience November 1998 - August 1999
Job Outside Sales Representative Large Format Printing at Republic Sign
Industry Printing
Experience
Republic Sign November 2011 - Present
Independent Mortgage Group July 2008 - September 2011
Independent Mortgage Group April 2004 - June 2008
Clear Channel Outdoor September 2000 - March 2004
Cintas First Aid & Safety November 1999 - May 2000
Salomon Smith Barney November 1998 - August 1999
Dominion Motor Cars May 1996 - August 1998
Dominion Motor Cars August 1993 - May 1996
Skills
Customer Service, Sales Management, Account Management, Microsoft Office, New Business Development, Marketing, Marketing Strategy, Strategic Planning, Negotiation, Leadership
Education
Lamar University 1988 — 1993
Bachelor's degree, Criminal Justice/Police Science, 3.03
Republic Sign November 2011 - Present
Independent Mortgage Group July 2008 - September 2011
Independent Mortgage Group April 2004 - June 2008
Clear Channel Outdoor September 2000 - March 2004
Cintas First Aid & Safety November 1999 - May 2000
Salomon Smith Barney November 1998 - August 1999
Dominion Motor Cars May 1996 - August 1998
Dominion Motor Cars August 1993 - May 1996
Skills
Customer Service, Sales Management, Account Management, Microsoft Office, New Business Development, Marketing, Marketing Strategy, Strategic Planning, Negotiation, Leadership
Education
Lamar University 1988 — 1993
Bachelor's degree, Criminal Justice/Police Science, 3.03
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers