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
Paul Kennedy Paul Kennedy's Salomon Smith Barney Experience July 2000 - July 2002
Job CoFounder and President at LifeStreet Media
Industry Online Media
Experience
LifeStreet Corporation October 2014 - Present
LifeStreet Corporation August 2005 - October 2014
Claria Corporation February 2003 - August 2005
Salomon Smith Barney July 2000 - July 2002
Skills
Social Media, Online Advertising, Business Development, Ad Networks, Advertising Operations, Media Buying, Executive Management, Performance Based..., Direct Marketing, Display Advertising, Mobile Marketing, Advertising, Web Analytics, Monetization, Digital Strategy, Mobile Applications, Mobile Advertising, Mobile Devices, SEM, Start-ups, Digital Media, Affiliate Marketing, Analytics, Digital Marketing, Strategic Partnerships, E-commerce, Lead Generation, Google Analytics, Behavioral Targeting, Customer Acquisition, Online Marketing, SEO
Education
Northwestern University 1996 — 2000
BA, Economics
Piedmont High School 1992 — 1996
LifeStreet Corporation October 2014 - Present
LifeStreet Corporation August 2005 - October 2014
Claria Corporation February 2003 - August 2005
Salomon Smith Barney July 2000 - July 2002
Skills
Social Media, Online Advertising, Business Development, Ad Networks, Advertising Operations, Media Buying, Executive Management, Performance Based..., Direct Marketing, Display Advertising, Mobile Marketing, Advertising, Web Analytics, Monetization, Digital Strategy, Mobile Applications, Mobile Advertising, Mobile Devices, SEM, Start-ups, Digital Media, Affiliate Marketing, Analytics, Digital Marketing, Strategic Partnerships, E-commerce, Lead Generation, Google Analytics, Behavioral Targeting, Customer Acquisition, Online Marketing, SEO
Education
Northwestern University 1996 — 2000
BA, Economics
Piedmont High School 1992 — 1996
Brian Mass Brian Mass's Salomon Smith Barney Experience 1998 - 2000
Job CFO & Investment Banker
Industry Telecommunications
Experience
RAM Telecom International 2013 - Present
YipTV 2015 - Present
Sagebrook Advisors 2012 - Present
Citi 2001 - 2012
Rho Ventures 2000 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Mergers, Strategy, Risk Management, Strategic Partnerships, Mergers & Acquisitions, Equities, Investment Banking, Financial Modeling, Finance, Divestitures, LBO, Private Equity, Securities, CRM, Venture Capital, Due Diligence, Corporate Finance, Financial Advisory, Valuation, Banking, Investments
Education
Northwestern University 1994 — 1998
B.A., Economics
RAM Telecom International 2013 - Present
YipTV 2015 - Present
Sagebrook Advisors 2012 - Present
Citi 2001 - 2012
Rho Ventures 2000 - 2001
Salomon Smith Barney 1998 - 2000
Skills
Mergers, Strategy, Risk Management, Strategic Partnerships, Mergers & Acquisitions, Equities, Investment Banking, Financial Modeling, Finance, Divestitures, LBO, Private Equity, Securities, CRM, Venture Capital, Due Diligence, Corporate Finance, Financial Advisory, Valuation, Banking, Investments
Education
Northwestern University 1994 — 1998
B.A., Economics
Junghoon Park Junghoon Park's Salomon Smith Barney Experience June 1998 - March 1999
Job
Industry Information Technology and Services
Experience
Johnson & Johnson January 2011 - Present
LGEUS July 2008 - January 2011
LG CNS June 2004 - July 2008
TIAA-CREF May 1999 - September 2003
Salomon Smith Barney June 1998 - March 1999
TIAA-CREF May 1996 - April 1998
Skills
Business Analysis, Business Development, Project Management, Change Management, Cross-functional Team..., Program Management, Project Planning, Leadership, Management, Logistics, CRM, PMO, Strategy, Team Leadership, Analysis, ITIL, Enterprise Software, Data Center, ERP, Vendor Management, IT Strategy, Business Process, Process Improvement, Supply Chain Management, SDLC, Risk Management, Security
Education
Rutgers Business School 2000 — 2003
MBA
New York University 1992 — 1996
BA
Johnson & Johnson January 2011 - Present
LGEUS July 2008 - January 2011
LG CNS June 2004 - July 2008
TIAA-CREF May 1999 - September 2003
Salomon Smith Barney June 1998 - March 1999
TIAA-CREF May 1996 - April 1998
Skills
Business Analysis, Business Development, Project Management, Change Management, Cross-functional Team..., Program Management, Project Planning, Leadership, Management, Logistics, CRM, PMO, Strategy, Team Leadership, Analysis, ITIL, Enterprise Software, Data Center, ERP, Vendor Management, IT Strategy, Business Process, Process Improvement, Supply Chain Management, SDLC, Risk Management, Security
Education
Rutgers Business School 2000 — 2003
MBA
New York University 1992 — 1996
BA
Curtis Hess Curtis Hess's Salomon Smith Barney Experience September 1988 - June 1999
Job Sr. Consultant DrFirst, Inc
Industry Information Technology and Services
Experience
DrFirst, Inc. October 2011 - Present
DrFirst June 2005 - July 2010
RxNT March 2004 - April 2005
Script-Fast, Inc June 1999 - March 2004
Salomon Smith Barney September 1988 - June 1999
Skills
EXECUTIVE LEADERSHIP..., BUSINESS DEVELOPMENT, SALES DEVELOPMENT, Business Development, Sales Management, Healthcare Information..., Supervision, Leadership, Sales, Consulting, Strategy, Time Management, Team Building, SaaS, Healthcare, EHR, Strategic Partnerships, Mergers & Acquisitions, Team Leadership, Sales Process, Management, Business Analysis, Product Management, Start-ups, Healthcare Industry, Operations Management, Strategic Planning, Meditech, CRM, Forecasting, Health Information..., CPOE, Informatics, HL7, Training, Process Improvement, Healthcare Consulting, Software Implementation, EMR, Salesforce.com, Physicians, Integration, HIPAA, Practice Management, Budgets, Software Documentation, Epic Systems, Vendor Management, Enterprise Software
Education
Penn State University 1979 — 1983
BS, Operations Management
DrFirst, Inc. October 2011 - Present
DrFirst June 2005 - July 2010
RxNT March 2004 - April 2005
Script-Fast, Inc June 1999 - March 2004
Salomon Smith Barney September 1988 - June 1999
Skills
EXECUTIVE LEADERSHIP..., BUSINESS DEVELOPMENT, SALES DEVELOPMENT, Business Development, Sales Management, Healthcare Information..., Supervision, Leadership, Sales, Consulting, Strategy, Time Management, Team Building, SaaS, Healthcare, EHR, Strategic Partnerships, Mergers & Acquisitions, Team Leadership, Sales Process, Management, Business Analysis, Product Management, Start-ups, Healthcare Industry, Operations Management, Strategic Planning, Meditech, CRM, Forecasting, Health Information..., CPOE, Informatics, HL7, Training, Process Improvement, Healthcare Consulting, Software Implementation, EMR, Salesforce.com, Physicians, Integration, HIPAA, Practice Management, Budgets, Software Documentation, Epic Systems, Vendor Management, Enterprise Software
Education
Penn State University 1979 — 1983
BS, Operations Management
Jeff Okean Jeff Okean's Salomon Smith Barney Experience 1987 - 1999
Job Owner, Handwrought Jewelry Inc.
Industry Luxury Goods & Jewelry
Experience
Hand-wrought Jewelry Inc. 2002 - Present
Gemvara 2010 - 2012
Palm Beach County Information Systems Services 2000 - 2007
Salomon Smith Barney 1987 - 1999
Manufacturers Hanover Trust 1984 - 1987
New York City OMIS 1982 - 1984
Skills
Jewelry, Social Media, Fashion, Public Speaking, Web Design, Research, SEO, Jewelry Design, Application Architecture, Oracle Applications, Web Applications, Business Analysis, Business Process..., Gems, CAD, Wine Tasting, Wine & Spirits Industry, Microsoft Technologies, IBM Mainframe, IBM Servers, Diamonds, Product Development, Retail, Merchandising, Information Technology, Financial Systems, Quality Assurance..., Handmade Jewelry, Brand Development, Trade Shows, Advertising, Silver, Luxury, Gemology, Wholesale, Leadership, Gold, Gifts, E-commerce, Luxury Goods, Fashion Jewelry, Online Marketing, Visual Merchandising, Entrepreneurship, Trend Analysis, Social Media Marketing, Social Networking, Styling
Education
City University of New York Graduate Center 1980 — 1982
3 years towards PhD, Social / Personality Psychology
New York University 1975 — 1979
Bachelor of Arts (BA), Psychology
The George School 1965 — 1969
Hand-wrought Jewelry Inc. 2002 - Present
Gemvara 2010 - 2012
Palm Beach County Information Systems Services 2000 - 2007
Salomon Smith Barney 1987 - 1999
Manufacturers Hanover Trust 1984 - 1987
New York City OMIS 1982 - 1984
Skills
Jewelry, Social Media, Fashion, Public Speaking, Web Design, Research, SEO, Jewelry Design, Application Architecture, Oracle Applications, Web Applications, Business Analysis, Business Process..., Gems, CAD, Wine Tasting, Wine & Spirits Industry, Microsoft Technologies, IBM Mainframe, IBM Servers, Diamonds, Product Development, Retail, Merchandising, Information Technology, Financial Systems, Quality Assurance..., Handmade Jewelry, Brand Development, Trade Shows, Advertising, Silver, Luxury, Gemology, Wholesale, Leadership, Gold, Gifts, E-commerce, Luxury Goods, Fashion Jewelry, Online Marketing, Visual Merchandising, Entrepreneurship, Trend Analysis, Social Media Marketing, Social Networking, Styling
Education
City University of New York Graduate Center 1980 — 1982
3 years towards PhD, Social / Personality Psychology
New York University 1975 — 1979
Bachelor of Arts (BA), Psychology
The George School 1965 — 1969
Mark Russo Mark Russo's Salomon Smith Barney Experience September 1998 - August 2003
Job Senior Weather Analyst at Riskpulse
Industry Computer Software
Experience
Riskpulse June 2015 - Present
EarthRisk Technologies November 2013 - Present
Chesapeake Energy September 2003 - September 2013
Salomon Smith Barney September 1998 - August 2003
Dames and Moore May 1998 - August 1998
Skills
Weather Forecasting, Meteorology, Climatology, Weather, Climate, Natural Gas, Agriculture, Energy, Commodity Markets, Weather Radar, Fortran, Climate Change, Severe Weather, Trading, Risk Management, Energy Markets, Forecasting, Statistics, Data Analysis, Numerical Weather..., Modeling, Analysis, Environmental Awareness, Public Speaking
Education
Northern Illinois University 1996 — 1998
BS, Meteorology
University of Oklahoma 1994 — 1996
Meteorology
Riskpulse June 2015 - Present
EarthRisk Technologies November 2013 - Present
Chesapeake Energy September 2003 - September 2013
Salomon Smith Barney September 1998 - August 2003
Dames and Moore May 1998 - August 1998
Skills
Weather Forecasting, Meteorology, Climatology, Weather, Climate, Natural Gas, Agriculture, Energy, Commodity Markets, Weather Radar, Fortran, Climate Change, Severe Weather, Trading, Risk Management, Energy Markets, Forecasting, Statistics, Data Analysis, Numerical Weather..., Modeling, Analysis, Environmental Awareness, Public Speaking
Education
Northern Illinois University 1996 — 1998
BS, Meteorology
University of Oklahoma 1994 — 1996
Meteorology
David Fralix's Salomon Smith Barney Experience June 1995 - January 1999
Job Teacher at Charleston County School District
Industry Education Management
Experience
Charleston County School District August 2008 - Present
Merrill Lynch September 2004 - August 2006
Legg Mason January 2001 - August 2004
Southport Capital January 1999 - April 2000
Salomon Smith Barney June 1995 - January 1999
Skills
Differentiated..., Literacy, Classroom Management, K-12, Language Arts, Lesson Planning, Curriculum Mapping, Social Studies, RTI, Educational Technology, Classroom, Teacher Training, Smartboard, Professional Learning..., Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Instructional Design, Staff Development, Public Speaking
Education
University of South Carolina - The Moore School of Business 2006 — 2007
Finance, General
New York University 1994 — 1996
Master of Business Administration (MBA), Finance and International Business
University of South Carolina-Columbia 1987 — 1992
Bachelor of Arts (B.A.), Journalism
Charleston County School District August 2008 - Present
Merrill Lynch September 2004 - August 2006
Legg Mason January 2001 - August 2004
Southport Capital January 1999 - April 2000
Salomon Smith Barney June 1995 - January 1999
Skills
Differentiated..., Literacy, Classroom Management, K-12, Language Arts, Lesson Planning, Curriculum Mapping, Social Studies, RTI, Educational Technology, Classroom, Teacher Training, Smartboard, Professional Learning..., Elementary Education, Educational Leadership, Curriculum Design, Curriculum Development, Instructional Design, Staff Development, Public Speaking
Education
University of South Carolina - The Moore School of Business 2006 — 2007
Finance, General
New York University 1994 — 1996
Master of Business Administration (MBA), Finance and International Business
University of South Carolina-Columbia 1987 — 1992
Bachelor of Arts (B.A.), Journalism
Janine Katz Janine Katz's Salomon Smith Barney Experience 1998 - 2003
Job Technology Project Manager
Industry Financial Services
Experience
Capco February 2015 - Present
Citi 2003 - February 2015
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1991 - 1998
Mount Sinai Health System 1989 - 1991
Skills
Project Management, Maintaining Strong..., SDLC, Business Analysis, Cross-functional Team..., Risk Management, Communication Skills, Software Implementation, Software Development, Integration, Leadership, Enterprise Architecture, Enterprise Software, Budgets, Talent Management, Project Planning, Liasoning, Compliance, Information Security, Distributed Team..., Team Building, Offshoring, Scope Management, Cost Management, Project Delivery, Project Estimation, Performance Management, Resource Management, PMO, Business Process..., Shared Services, Corporate Services, Executive Services, IT Risk and Control, Records Management, Procurement, Accounts Payable, Corporate Events, Corporate Travel, Hospitality, Hoteling, Data Privacy, Governance, CRM, Vendor Management, Wealth Management, Investment Banking, Investor Relations, Business Transformation
Education
Pace University
Bachelor of Arts (BA), Computer Science
Professional Development
Capco February 2015 - Present
Citi 2003 - February 2015
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1991 - 1998
Mount Sinai Health System 1989 - 1991
Skills
Project Management, Maintaining Strong..., SDLC, Business Analysis, Cross-functional Team..., Risk Management, Communication Skills, Software Implementation, Software Development, Integration, Leadership, Enterprise Architecture, Enterprise Software, Budgets, Talent Management, Project Planning, Liasoning, Compliance, Information Security, Distributed Team..., Team Building, Offshoring, Scope Management, Cost Management, Project Delivery, Project Estimation, Performance Management, Resource Management, PMO, Business Process..., Shared Services, Corporate Services, Executive Services, IT Risk and Control, Records Management, Procurement, Accounts Payable, Corporate Events, Corporate Travel, Hospitality, Hoteling, Data Privacy, Governance, CRM, Vendor Management, Wealth Management, Investment Banking, Investor Relations, Business Transformation
Education
Pace University
Bachelor of Arts (BA), Computer Science
Professional Development
Aijaz Hussain Aijaz Hussain's Salomon Smith Barney Experience March 2001 - April 2003
Job Vice President National Sales & Board Director at University Islamic Financial Corporation (UIF)
Industry Financial Services
Experience
University Islamic Financial Corporation (UIF) April 2011 - Present
Guidance Residential, LLC April 2003 - March 2011
Salomon Smith Barney March 2001 - April 2003
UBS Asset Management January 1998 - March 2001
Travel Partners International May 1995 - September 2000
Health Insurance Services January 1992 - December 1997
Global Telemarketing Group September 1990 - December 1997
Skills
High Net Worth..., Strategic Financial..., Mortgage Lending, Loans, Credit, Financial Services, Banking, Financial Analysis, Risk Management, Strategy, Finance, Start-ups, Financial Risk, Financial Planning, Investments, Management, Business Strategy, Leadership, Credit Analysis, Sales, Portfolio Management
Education
Northern Illinois University 1988 — 1990
Bachelor's degree, Marketing/Marketing Management, General
Indian School 1981 — 1985
University Islamic Financial Corporation (UIF) April 2011 - Present
Guidance Residential, LLC April 2003 - March 2011
Salomon Smith Barney March 2001 - April 2003
UBS Asset Management January 1998 - March 2001
Travel Partners International May 1995 - September 2000
Health Insurance Services January 1992 - December 1997
Global Telemarketing Group September 1990 - December 1997
Skills
High Net Worth..., Strategic Financial..., Mortgage Lending, Loans, Credit, Financial Services, Banking, Financial Analysis, Risk Management, Strategy, Finance, Start-ups, Financial Risk, Financial Planning, Investments, Management, Business Strategy, Leadership, Credit Analysis, Sales, Portfolio Management
Education
Northern Illinois University 1988 — 1990
Bachelor's degree, Marketing/Marketing Management, General
Indian School 1981 — 1985
Tony Koval Tony Koval's Salomon Smith Barney Experience September 2008 - November 2008
Job Advisor at CVS Health
Industry Pharmaceuticals
Experience
CVS Health October 2012 - Present
CVS Health June 2010 - October 2012
Northwestern University Residential Life September 2009 - June 2010
Cytrade Financial June 2009 - August 2009
Salomon Smith Barney September 2008 - November 2008
Skills
Data Analysis, Analytics, Financial Modeling, Management Consulting, SAS, Microsoft Excel, Business Planning, Data Modeling, SQL, Team Leadership, Management, Pharmacy Benefit..., Business Analytics, Microsoft Word, PowerPoint, Financial Analysis, Stata, Financial Reporting, Microsoft Office, Visual Basic, Consulting, Photoshop, SAS programming, InDesign, Big Data, Model Development, Model Analysis, Financial Forecasting, Trend Forecasting, Microsoft Access, Adobe InDesign, Leading Meetings, Clinical Outcomes, Internal/External..., Stock Valuation, Web Content, Data Mining, Tableau
Education
Northwestern University 2006 — 2010
BA, Economics, Business Institutions
CVS Health October 2012 - Present
CVS Health June 2010 - October 2012
Northwestern University Residential Life September 2009 - June 2010
Cytrade Financial June 2009 - August 2009
Salomon Smith Barney September 2008 - November 2008
Skills
Data Analysis, Analytics, Financial Modeling, Management Consulting, SAS, Microsoft Excel, Business Planning, Data Modeling, SQL, Team Leadership, Management, Pharmacy Benefit..., Business Analytics, Microsoft Word, PowerPoint, Financial Analysis, Stata, Financial Reporting, Microsoft Office, Visual Basic, Consulting, Photoshop, SAS programming, InDesign, Big Data, Model Development, Model Analysis, Financial Forecasting, Trend Forecasting, Microsoft Access, Adobe InDesign, Leading Meetings, Clinical Outcomes, Internal/External..., Stock Valuation, Web Content, Data Mining, Tableau
Education
Northwestern University 2006 — 2010
BA, Economics, Business Institutions
Allison Magann Allison Magann's Salomon Smith Barney Experience 1999 - 2003
Job Sales and Business Development Manager
Industry Machinery
Experience
Rhein Chemie 2012 - Present
Tire Curing Bladders 2007 - 2012
Salomon Smith Barney 1999 - 2003
Skills
Sales Management, Sales, Forecasting, Strategic Planning, Financial Analysis, Product Management, Product Marketing, Management, Project Management, Microsoft Office, Profit Margins, Business Strategy, Customer Service, Manufacturing, New Business Development, Analysis, Marketing Strategy, Product Development
Education
Millsaps College 2003 — 2005
MBA, Business, Finance and Organizational Behaivor
Millsaps College 1997 — 1999
BBA, Major- Business, Minor- Finance
Rhein Chemie 2012 - Present
Tire Curing Bladders 2007 - 2012
Salomon Smith Barney 1999 - 2003
Skills
Sales Management, Sales, Forecasting, Strategic Planning, Financial Analysis, Product Management, Product Marketing, Management, Project Management, Microsoft Office, Profit Margins, Business Strategy, Customer Service, Manufacturing, New Business Development, Analysis, Marketing Strategy, Product Development
Education
Millsaps College 2003 — 2005
MBA, Business, Finance and Organizational Behaivor
Millsaps College 1997 — 1999
BBA, Major- Business, Minor- Finance
Hayes Bryant Hayes Bryant's Salomon Smith Barney Experience 2000 - 2002
Job Private Equity Investor at First Avenue Partners
Industry Venture Capital & Private Equity
Experience
First Avenue Partners March 2008 - Present
i3 Verticals, LLC December 2012 - May 2014
Gen Cap America May 2006 - December 2007
UBS Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2002
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Transaction Processing, Business Valuation, Valuation, Due Diligence, Strategic Planning, Corporate Development, Financial Modeling, Credit Card Transaction..., Strategic Financial..., Private Equity, Finance, Investment Banking, Venture Capital, Deal Sourcing, Capital Markets, Financial Reporting, Financial Accounting, Corporate Governance, LBO, Equities
Education
Vanderbilt University 2002 — 2004
MBA, Accounting, Finance
Millsaps College 1996 — 2000
BBA, Business Administration
First Avenue Partners March 2008 - Present
i3 Verticals, LLC December 2012 - May 2014
Gen Cap America May 2006 - December 2007
UBS Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2002
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Transaction Processing, Business Valuation, Valuation, Due Diligence, Strategic Planning, Corporate Development, Financial Modeling, Credit Card Transaction..., Strategic Financial..., Private Equity, Finance, Investment Banking, Venture Capital, Deal Sourcing, Capital Markets, Financial Reporting, Financial Accounting, Corporate Governance, LBO, Equities
Education
Vanderbilt University 2002 — 2004
MBA, Accounting, Finance
Millsaps College 1996 — 2000
BBA, Business Administration
Drew Brandwein, CS Drew Brandwein, CS's Salomon Smith Barney Experience October 1999 - March 2002
Job Beverage Director at Ralph Brennan Restaurant Group
Industry Wine and Spirits
Experience
Ralph Brennan Restaurant Group June 2014 - Present
Four Seasons December 2012 - November 2013
Pyramid Hotel Group December 2011 - December 2012
Shanahan’s Steakhouse November 2009 - October 2011
primebar April 2009 - October 2009
CRU Wine Bar May 2008 - April 2009
Alto December 2006 - May 2008
EQUIDRY SYSTEMS March 2002 - August 2005
SALOMON SMITH BARNEY October 1999 - March 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH July 1997 - October 1999
Skills
Wine Tasting, Sales, Bartending, Training, Food, Menu Development, Management, Hotels, Wine, Food, Event Management, Alcoholic Beverages, Inventory Control, Hospitality, Hospitality Management, Hospitality Industry, Fine Dining, Finance, Hotel Management, Resorts, Restaurant Management, Banquets, Catering, Food Service, Pre-opening, Inventory Management, Accounts Receivable, Restaurants, Food & Beverage, Beer, Beverage Industry, Customer Service, Food Pairing
Education
Prescott College 1991 — 1995
Bachelor of the Arts, Business/Mathematics January
The Peddie School 1986 — 1989
BA
Ralph Brennan Restaurant Group June 2014 - Present
Four Seasons December 2012 - November 2013
Pyramid Hotel Group December 2011 - December 2012
Shanahan’s Steakhouse November 2009 - October 2011
primebar April 2009 - October 2009
CRU Wine Bar May 2008 - April 2009
Alto December 2006 - May 2008
EQUIDRY SYSTEMS March 2002 - August 2005
SALOMON SMITH BARNEY October 1999 - March 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH July 1997 - October 1999
Skills
Wine Tasting, Sales, Bartending, Training, Food, Menu Development, Management, Hotels, Wine, Food, Event Management, Alcoholic Beverages, Inventory Control, Hospitality, Hospitality Management, Hospitality Industry, Fine Dining, Finance, Hotel Management, Resorts, Restaurant Management, Banquets, Catering, Food Service, Pre-opening, Inventory Management, Accounts Receivable, Restaurants, Food & Beverage, Beer, Beverage Industry, Customer Service, Food Pairing
Education
Prescott College 1991 — 1995
Bachelor of the Arts, Business/Mathematics January
The Peddie School 1986 — 1989
BA
Buzz Brown Buzz Brown's Salomon Smith Barney Experience October 2000 - April 2002
Job Merrill Lynch Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
JPMorgan Chase May 2014 - August 2015
Integrated Wealth Counsel November 2009 - October 2011
Grassi Investment Management August 2004 - October 2009
Charles Schwab May 2002 - August 2004
Salomon Smith Barney October 2000 - April 2002
Skills
Series 6, Series, Series 65, Investments, Portfolio Management, Retirement, Finance, Financial Advisory, Business Development, Wealth Management, Retirement Planning, Investment Management, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Series 63, Estate Planning, 401k, Wealth, Solar Energy, Solar PV, Solar Power, Uniform Combined State..., Wealth Management..., CRM, Electric Vehicles, Inverters, Net Energy Metering, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science, Business Administration
Brentwood School
University of California, Berkeley
Merrill Lynch August 2015 - Present
JPMorgan Chase May 2014 - August 2015
Integrated Wealth Counsel November 2009 - October 2011
Grassi Investment Management August 2004 - October 2009
Charles Schwab May 2002 - August 2004
Salomon Smith Barney October 2000 - April 2002
Skills
Series 6, Series, Series 65, Investments, Portfolio Management, Retirement, Finance, Financial Advisory, Business Development, Wealth Management, Retirement Planning, Investment Management, Alternative Investments, Investment Strategies, Start-ups, Mutual Funds, Investment Advisory, Securities, Strategic Financial..., Series 63, Estate Planning, 401k, Wealth, Solar Energy, Solar PV, Solar Power, Uniform Combined State..., Wealth Management..., CRM, Electric Vehicles, Inverters, Net Energy Metering, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1988
Bachelor of Science, Business Administration
Brentwood School
University of California, Berkeley
S. Ali Ch S. Ali Ch's Salomon Smith Barney Experience October 2000 - June 2009
Job Compliance Operations Control Specialist Global Compliance Operations at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2014 - Present
Techno Staffing Inc. April 2012 - May 2014
Morgan Stanley 2009 - 2012
Salomon Smith Barney October 2000 - June 2009
Skills
Information Security, Security, Active Directory, Disaster Recovery, Network Security, Business Continuity, CISSP, Vulnerability Management, Integration, Vulnerability Assessment, PCI DSS, Information Security..., Software Documentation, Data Center, IT Management
Education
New York Institute of Technology 1993 — 1995
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Engineering and Technology, Lahore 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
JP Morgan Chase May 2014 - Present
Techno Staffing Inc. April 2012 - May 2014
Morgan Stanley 2009 - 2012
Salomon Smith Barney October 2000 - June 2009
Skills
Information Security, Security, Active Directory, Disaster Recovery, Network Security, Business Continuity, CISSP, Vulnerability Management, Integration, Vulnerability Assessment, PCI DSS, Information Security..., Software Documentation, Data Center, IT Management
Education
New York Institute of Technology 1993 — 1995
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Engineering and Technology, Lahore 1986 — 1990
Bachelor's degree, Electrical and Electronics Engineering
Heather O'Neill-May Heather O'Neill-May's Salomon Smith Barney Experience June 2000 - May 2003
Job Real Estate Consultant at Private Property Management
Industry Real Estate
Experience
Private Property Management August 2014 - Present
Related Companies January 2014 - August 2014
Tishman Speyer/Rose Associates/Compass Rock Real Estate January 2009 - January 2014
Coldwell Banker Residential Brokerage June 2003 - December 2008
Salomon Smith Barney June 2000 - May 2003
Podell, Schwartz, Schechter & Banfield, LLP May 1998 - May 2000
Skills
Landlord, Real Estate, Leases, Conflict Resolution, Management, Lease Administration, Lease Negotiations, Communication Skills, lease, Lease Documentation, Executive Reporting, Tenant Retention, Team Building, Real Estate Transactions, Landlords, Sellers, Tenant, Rentals, Contract Negotiation, Commercial Real Estate, Property Management, Residential Homes, Real Estate Development
Education
NYU 2011 — 2015
Professional Certificate, Residential Property Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, Psychology/Theatre Arts
Private Property Management August 2014 - Present
Related Companies January 2014 - August 2014
Tishman Speyer/Rose Associates/Compass Rock Real Estate January 2009 - January 2014
Coldwell Banker Residential Brokerage June 2003 - December 2008
Salomon Smith Barney June 2000 - May 2003
Podell, Schwartz, Schechter & Banfield, LLP May 1998 - May 2000
Skills
Landlord, Real Estate, Leases, Conflict Resolution, Management, Lease Administration, Lease Negotiations, Communication Skills, lease, Lease Documentation, Executive Reporting, Tenant Retention, Team Building, Real Estate Transactions, Landlords, Sellers, Tenant, Rentals, Contract Negotiation, Commercial Real Estate, Property Management, Residential Homes, Real Estate Development
Education
NYU 2011 — 2015
Professional Certificate, Residential Property Management
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BA, Psychology/Theatre Arts
Jasmin Brion McCann Jasmin Brion McCann's Salomon Smith Barney Experience April 1999 - August 2000
Job Regulatory Financial Reporting at GE Capital
Industry Investment Banking
Experience
GE Capital November 2013 - Present
UBS Investment Bank December 2010 - November 2013
RBS Markets & International Banking August 2009 - December 2010
Morgan Stanley July 2006 - May 2009
JPMorgan August 2000 - June 2006
Salomon Smith Barney April 1999 - August 2000
Skills
Business Analysis, Operational Risk..., Equity Derivatives, Structured Finance, Management, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Finance, Investment Banking, Middle Office, Trading, Corporate Finance, Financial Analysis, Valuation
Education
Pace University 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Guam 1994 — 1997
BBA, Accounting
GE Capital November 2013 - Present
UBS Investment Bank December 2010 - November 2013
RBS Markets & International Banking August 2009 - December 2010
Morgan Stanley July 2006 - May 2009
JPMorgan August 2000 - June 2006
Salomon Smith Barney April 1999 - August 2000
Skills
Business Analysis, Operational Risk..., Equity Derivatives, Structured Finance, Management, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Derivatives, Finance, Investment Banking, Middle Office, Trading, Corporate Finance, Financial Analysis, Valuation
Education
Pace University 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Guam 1994 — 1997
BBA, Accounting
David M. Shainberg David M. Shainberg's Salomon Smith Barney Experience May 2001 - August 2001
Job Vice President at Balmoral Funds
Industry Venture Capital & Private Equity
Experience
Balmoral Funds January 2012 - Present
Brookfield Asset Management September 2007 - July 2011
JP Morgan Chase July 2004 - July 2007
Merrill Lynch June 2003 - August 2003
Salomon Smith Barney May 2001 - August 2001
Skills
Private Equity, Restructuring, Special Situations, Investments, Investment Banking, Mergers, Credit, Equities, Mergers & Acquisitions, Valuation, Leveraged Finance
Education
New York University 2000 — 2004
B.A, Economics, Business
Balmoral Funds January 2012 - Present
Brookfield Asset Management September 2007 - July 2011
JP Morgan Chase July 2004 - July 2007
Merrill Lynch June 2003 - August 2003
Salomon Smith Barney May 2001 - August 2001
Skills
Private Equity, Restructuring, Special Situations, Investments, Investment Banking, Mergers, Credit, Equities, Mergers & Acquisitions, Valuation, Leveraged Finance
Education
New York University 2000 — 2004
B.A, Economics, Business
Natalie Trubetsky Natalie Trubetsky's Salomon Smith Barney Experience January 1999 - April 2003
Job Sr Sales Representative at Duchesnay
Industry Pharmaceuticals
Experience
Duchesnay February 2015 - Present
Novartis Consumer Health April 2003 - January 2012
Salomon Smith Barney January 1999 - April 2003
J.P. Morgan January 1997 - February 1999
Ernst & Young June 1996 - April 1997
Skills
Auditing, Pharmaceutical Industry, Pharmaceutical Sales
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Acctg/Finance
Duchesnay February 2015 - Present
Novartis Consumer Health April 2003 - January 2012
Salomon Smith Barney January 1999 - April 2003
J.P. Morgan January 1997 - February 1999
Ernst & Young June 1996 - April 1997
Skills
Auditing, Pharmaceutical Industry, Pharmaceutical Sales
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Acctg/Finance
Michelle Dellilo Michelle Dellilo's Salomon Smith Barney Experience August 1996 - August 2005
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2005 - Present
Salomon Smith Barney August 1996 - August 2005
Skills
Customer Service, Microsoft Excel, Outlook
Education
National Academy of Sports Medicine 2012 — 2012
NASM Certified Personal Trainer
Onondaga Community College 1991 — 1993
Associate's degree, Criminal Justice
Wells Fargo Advisors, LLC April 2005 - Present
Salomon Smith Barney August 1996 - August 2005
Skills
Customer Service, Microsoft Excel, Outlook
Education
National Academy of Sports Medicine 2012 — 2012
NASM Certified Personal Trainer
Onondaga Community College 1991 — 1993
Associate's degree, Criminal Justice
Charles Wright Charles Wright's Salomon Smith Barney Experience 1999 - 2001
Job Deputy Superintendent at Seattle Public Schools
Industry Information Services
Experience
Bill and Melinda Gates Foundation February 2011 - September 2013
All About My School & Parent Valet April 2010 - March 2013
Denver Public Schools April 2009 - December 2010
School Evaluation and Management Services 2001 - 2009
Duval County Public Schools 2005 - 2006
Salomon Smith Barney 1999 - 2001
Ford Foundation 1994 - 1996
Skills
Balanced Scorecard, Strategy, Finance, Analytics, Performance Management, Non-profits, Venture Capital, Staff Development, Analysis, Marketing, Management, Development Strategy, Change Management, Policy, Strategic Planning, Research, Coaching, Strategy Execution, Process Improvement, Project Planning, Leadership, Management Consulting, Nonprofits, Strategic Communications, Program Management, Grants, Community Outreach, Program Development, Teaching, Grant Writing, Program Evaluation, Budgets, Leadership Development, Philanthropy, Organizational..., Entrepreneurship, Fundraising
Education
Founder Institute 2012 — 2012
University of Pennsylvania Law School 1996 — 1999
JD
Teachers College of Columbia University 1992 — 1993
MA, Elementary Education
Morehouse College 1988 — 1992
BA, Business Administration with concentration in Finance
Bill and Melinda Gates Foundation February 2011 - September 2013
All About My School & Parent Valet April 2010 - March 2013
Denver Public Schools April 2009 - December 2010
School Evaluation and Management Services 2001 - 2009
Duval County Public Schools 2005 - 2006
Salomon Smith Barney 1999 - 2001
Ford Foundation 1994 - 1996
Skills
Balanced Scorecard, Strategy, Finance, Analytics, Performance Management, Non-profits, Venture Capital, Staff Development, Analysis, Marketing, Management, Development Strategy, Change Management, Policy, Strategic Planning, Research, Coaching, Strategy Execution, Process Improvement, Project Planning, Leadership, Management Consulting, Nonprofits, Strategic Communications, Program Management, Grants, Community Outreach, Program Development, Teaching, Grant Writing, Program Evaluation, Budgets, Leadership Development, Philanthropy, Organizational..., Entrepreneurship, Fundraising
Education
Founder Institute 2012 — 2012
University of Pennsylvania Law School 1996 — 1999
JD
Teachers College of Columbia University 1992 — 1993
MA, Elementary Education
Morehouse College 1988 — 1992
BA, Business Administration with concentration in Finance
Lev Khimishman Lev Khimishman's Salomon Smith Barney Experience June 2005 - August 2006
Job Store Manager at Tesla Motors
Industry Marketing and Advertising
Experience
Tesla Motors August 2013 - Present
Tesla Motors October 2012 - Present
Certified Financial Services January 2009 - October 2012
Salomon Smith Barney June 2005 - August 2006
Wells Fargo Financial June 2003 - September 2004
Skills
Employee Benefits, Finance, Financial Statements, Investments, Strategic Financial..., Insurance, Outlook, Fixed Income, Microsoft Excel, Options, Financial Modeling, PowerPoint, Wealth, CRM, Analysis, Management, Business Development, Financial Services, Retirement, Securities, Event Management, Customer Service, Sales, Leadership, Marketing, Accounting, Microsoft Office, Financial Planning, Strategic Planning, Customer Satisfaction, Salesforce.com, Marketing Strategy, Time Management, Retail, Process Improvement, Microsoft Word
Education
Montclair State University
Bachelor of Science (B.S.), Finance
Tesla Motors August 2013 - Present
Tesla Motors October 2012 - Present
Certified Financial Services January 2009 - October 2012
Salomon Smith Barney June 2005 - August 2006
Wells Fargo Financial June 2003 - September 2004
Skills
Employee Benefits, Finance, Financial Statements, Investments, Strategic Financial..., Insurance, Outlook, Fixed Income, Microsoft Excel, Options, Financial Modeling, PowerPoint, Wealth, CRM, Analysis, Management, Business Development, Financial Services, Retirement, Securities, Event Management, Customer Service, Sales, Leadership, Marketing, Accounting, Microsoft Office, Financial Planning, Strategic Planning, Customer Satisfaction, Salesforce.com, Marketing Strategy, Time Management, Retail, Process Improvement, Microsoft Word
Education
Montclair State University
Bachelor of Science (B.S.), Finance
Leo Harrington, Jr. Leo Harrington, Jr.'s Salomon Smith Barney Experience January 2001 - December 2002
Job Investment Executive at Fifth Third Bank
Industry Executive Office
Experience
Fifth Third Bank June 2013 - Present
Dunkin' Donuts/Baskin Robbins Franchisee December 2002 - June 2013
Salomon Smith Barney January 2001 - December 2002
UBS Painewebber 1998 - 2001
Liberty Funds Group, LLC March 1996 - March 1998
Skills
Investments, Retirement Planning, Leadership, New Business Development, Human Resources, Strategic Planning, Business Development, Mutual Funds, Project Management, Financial Analysis, Budget Process, Cost Management, Strategy, Entrepreneurship, P&L Management, Sales and Marketing, P&L development
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Fifth Third Bank June 2013 - Present
Dunkin' Donuts/Baskin Robbins Franchisee December 2002 - June 2013
Salomon Smith Barney January 2001 - December 2002
UBS Painewebber 1998 - 2001
Liberty Funds Group, LLC March 1996 - March 1998
Skills
Investments, Retirement Planning, Leadership, New Business Development, Human Resources, Strategic Planning, Business Development, Mutual Funds, Project Management, Financial Analysis, Budget Process, Cost Management, Strategy, Entrepreneurship, P&L Management, Sales and Marketing, P&L development
Education
Northeastern University 1989 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Kim Rygiel's Salomon Smith Barney Experience 2001 - 2001
Job Art Director, Designer, Illustrator
Industry Graphic Design
Experience
Sesame Workshop May 2014 - Present
Freelance November 2013 - May 2014
Curious Pictures August 2012 - November 2013
Martha Stewart Living Omnimedia April 2007 - August 2012
iVillage 2005 - 2007
Cartoon Pizza 2004 - 2005
Seventeen Magazine 2002 - 2004
gURL.com 2001 - 2002
Salomon Smith Barney 2001 - 2001
MTV Networks 1998 - 2001
Skills
Art Direction, HTML, Graphic Design, Photoshop, Illustrator, InDesign, Illustration, Flash, Blogging, Digital Media, Animation, Responsive Web Design, Crafting, Dreamweaver, CSS, Wordpress, Event Planning &..., Web Design, Art
Education
Parsons School of Design 1995 — 1999
BFA, Illustration
Sesame Workshop May 2014 - Present
Freelance November 2013 - May 2014
Curious Pictures August 2012 - November 2013
Martha Stewart Living Omnimedia April 2007 - August 2012
iVillage 2005 - 2007
Cartoon Pizza 2004 - 2005
Seventeen Magazine 2002 - 2004
gURL.com 2001 - 2002
Salomon Smith Barney 2001 - 2001
MTV Networks 1998 - 2001
Skills
Art Direction, HTML, Graphic Design, Photoshop, Illustrator, InDesign, Illustration, Flash, Blogging, Digital Media, Animation, Responsive Web Design, Crafting, Dreamweaver, CSS, Wordpress, Event Planning &..., Web Design, Art
Education
Parsons School of Design 1995 — 1999
BFA, Illustration
Ronald J Heller's Salomon Smith Barney Experience March 1993 - May 1995
Job CEO, subadvisor to HYLD a High Yield ETF
Industry Investment Management
Experience
Peritus Asset Mgmt, LLC May 1995 - Present
OnFile.com January 2007 - Present
Page Youth Center January 2011 - Present
Bishop Diego HS 1993 - Present
Salomon Smith Barney March 1993 - May 1995
Seattle Seahawks March 1990 - July 1993
Atlanta Falcons March 1989 - March 1990
San Francisco 49ers July 1986 - March 1989
Skills
Investments, ETFs, Investment Strategies, Investment Advisory, Investment Management, Asset Management, Portfolio Management, Financial Advisory, Securities, Series 7, Public Speaking, Asset Managment, Wealth Management, Mutual Funds, Series 63, Real Estate, Structured Products
Education
Oregon State University 1981 — 1985
Kinesiology - Secondary Education
Oregon State University 1981 — 1985
Kinesiology - Secondary Education
Clark Fork High School 1977 — 1981
Peritus Asset Mgmt, LLC May 1995 - Present
OnFile.com January 2007 - Present
Page Youth Center January 2011 - Present
Bishop Diego HS 1993 - Present
Salomon Smith Barney March 1993 - May 1995
Seattle Seahawks March 1990 - July 1993
Atlanta Falcons March 1989 - March 1990
San Francisco 49ers July 1986 - March 1989
Skills
Investments, ETFs, Investment Strategies, Investment Advisory, Investment Management, Asset Management, Portfolio Management, Financial Advisory, Securities, Series 7, Public Speaking, Asset Managment, Wealth Management, Mutual Funds, Series 63, Real Estate, Structured Products
Education
Oregon State University 1981 — 1985
Kinesiology - Secondary Education
Oregon State University 1981 — 1985
Kinesiology - Secondary Education
Clark Fork High School 1977 — 1981
Vipul Kotasthane's Salomon Smith Barney Experience November 2000 - April 2004
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Portware April 2010 - August 2011
Market Axess / GFT June 2008 - April 2010
Citigroup November 2000 - June 2008
Salomon Smith Barney November 2000 - April 2004
Telcordia Technologies September 1998 - October 2000
University of Medicine and Dentistry of New Jersey June 1998 - September 1998
Skills
Trading Systems, Exchange Connectivity, Disaster Recovery, Solution Design, Management Consulting, Order Management, Smart Order Routing, Execution Management, Execution Management..., Algo Trading, Trading System, Execution Management..., Business Analysis, Solution Architecture, Derivatives, Electronic Trading, Low Latency, Capital Markets, Equities, Equity Trading, Market Data, Trading
Education
New Jersey Institute of Technology 1997 — 1998
MS, Computer Science
University of Kentucky 1997 — 1997
MS, Computer Science
Institute of Management Studies 1995 — 1997
MBA, Management Information Systems
G S I T S 1991 — 1995
BS, Electrical Engineering
Deutsche Bank August 2011 - Present
Portware April 2010 - August 2011
Market Axess / GFT June 2008 - April 2010
Citigroup November 2000 - June 2008
Salomon Smith Barney November 2000 - April 2004
Telcordia Technologies September 1998 - October 2000
University of Medicine and Dentistry of New Jersey June 1998 - September 1998
Skills
Trading Systems, Exchange Connectivity, Disaster Recovery, Solution Design, Management Consulting, Order Management, Smart Order Routing, Execution Management, Execution Management..., Algo Trading, Trading System, Execution Management..., Business Analysis, Solution Architecture, Derivatives, Electronic Trading, Low Latency, Capital Markets, Equities, Equity Trading, Market Data, Trading
Education
New Jersey Institute of Technology 1997 — 1998
MS, Computer Science
University of Kentucky 1997 — 1997
MS, Computer Science
Institute of Management Studies 1995 — 1997
MBA, Management Information Systems
G S I T S 1991 — 1995
BS, Electrical Engineering
Bhavin Shukla's Salomon Smith Barney Experience September 1999 - January 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Citigroup January 2004 - June 2009
Salomon Smith Barney September 1999 - January 2004
Telcordia Technologies May 1997 - September 1999
Rutgers University 1998 - 1999
Birlasoft 1996 - 1997
Skills
SDLC, Enterprise Architecture, Integration, Software Development, IT Strategy, Software Project..., Vendor Management, SOA, Strategy, Business Analysis, Databases, Unix, Project Portfolio..., Database Design, IT Management, Disaster Recovery, Program Management, Risk Management, Solution Architecture, Java, PMO, Team Leadership, Java Enterprise Edition, Incident Management, User Interface Design, Application Development, Architecture, System Architecture, Solution Design, Core Java, Technology Management, Technology Leadership, Change Management, Requirements Analysis, PMP, Financial Services, Agile Methodologies, Enterprise Risk..., Relational Databases, Resource Management, AngularJS, Digital Marketing, Marketing Strategy, Management, Oracle, Architectures
Education
Stevens Institute of Technology 2008 — 2011
MBA, Technology Management
New Jersey Institute of Technology 1998 — 1999
M.S., Computer Information Science
Rutgers University-New Brunswick 1994 — 1997
B.S., Computer Science + Economics
Morgan Stanley June 2009 - Present
Citigroup January 2004 - June 2009
Salomon Smith Barney September 1999 - January 2004
Telcordia Technologies May 1997 - September 1999
Rutgers University 1998 - 1999
Birlasoft 1996 - 1997
Skills
SDLC, Enterprise Architecture, Integration, Software Development, IT Strategy, Software Project..., Vendor Management, SOA, Strategy, Business Analysis, Databases, Unix, Project Portfolio..., Database Design, IT Management, Disaster Recovery, Program Management, Risk Management, Solution Architecture, Java, PMO, Team Leadership, Java Enterprise Edition, Incident Management, User Interface Design, Application Development, Architecture, System Architecture, Solution Design, Core Java, Technology Management, Technology Leadership, Change Management, Requirements Analysis, PMP, Financial Services, Agile Methodologies, Enterprise Risk..., Relational Databases, Resource Management, AngularJS, Digital Marketing, Marketing Strategy, Management, Oracle, Architectures
Education
Stevens Institute of Technology 2008 — 2011
MBA, Technology Management
New Jersey Institute of Technology 1998 — 1999
M.S., Computer Information Science
Rutgers University-New Brunswick 1994 — 1997
B.S., Computer Science + Economics
Bob Angel Bob Angel's Salomon Smith Barney Experience 1998 - 1998
Job Biospecimen Coordinator at University of Noth Carolina
Industry Research
Experience
University of North Carolina at Chapel Hill May 2015 - Present
INC Research August 2013 - May 2015
University of North Carolina at Chapel Hill 2003 - 2012
Invest Financial January 1999 - December 2002
Salomon Smith Barney 1998 - 1998
Olin Corporation 1991 - 1993
Ohio Sleep Medicine Institute 1991 - 1991
The Ohio State University Wexner Medical Center 1990 - 1990
Skills
Immunohistochemistry, ELISA, Western Blotting, Immunocytochemistry, HPLC, Data Analysis, Animal Models, Tissue Culture, Experimental Design, Behavioral Neuroscience, Cell Culture, Fluorescence Microscopy, Clinical Development, Animal Husbandry, Neuropharmacology, GCP, Data Preparation, Study Monitoring, Data Entry, Animal Surgery, RIA, Clinical Trials, ICH-GCP, RT-PCR, Project Management, SharePoint, Histology, Laboratory Management
Education
University of Rochester School of Medicine and Dentistry 1993 — 1997
M.S., (Ph.D. program in Neuroscience, All but dissertation)
The Ohio State University 1991 — 1992
M.A., Psychobiology
University at Albany, SUNY 1989 — 1991
B.S., Chemistry/Psychology
Monroe Community College 1987 — 1989
A.S., Lib Arts/Chemistry
University of North Carolina at Chapel Hill May 2015 - Present
INC Research August 2013 - May 2015
University of North Carolina at Chapel Hill 2003 - 2012
Invest Financial January 1999 - December 2002
Salomon Smith Barney 1998 - 1998
Olin Corporation 1991 - 1993
Ohio Sleep Medicine Institute 1991 - 1991
The Ohio State University Wexner Medical Center 1990 - 1990
Skills
Immunohistochemistry, ELISA, Western Blotting, Immunocytochemistry, HPLC, Data Analysis, Animal Models, Tissue Culture, Experimental Design, Behavioral Neuroscience, Cell Culture, Fluorescence Microscopy, Clinical Development, Animal Husbandry, Neuropharmacology, GCP, Data Preparation, Study Monitoring, Data Entry, Animal Surgery, RIA, Clinical Trials, ICH-GCP, RT-PCR, Project Management, SharePoint, Histology, Laboratory Management
Education
University of Rochester School of Medicine and Dentistry 1993 — 1997
M.S., (Ph.D. program in Neuroscience, All but dissertation)
The Ohio State University 1991 — 1992
M.A., Psychobiology
University at Albany, SUNY 1989 — 1991
B.S., Chemistry/Psychology
Monroe Community College 1987 — 1989
A.S., Lib Arts/Chemistry
Baldwin Sung Baldwin Sung's Salomon Smith Barney Experience October 1998 - March 1999
Job Consultant at TUDOR INVESTMENT CORPORATION
Industry Information Technology and Services
Experience
TUDOR INVESTMENT CORPORATION May 2011 - Present
Fordham University September 2008 - May 2011
Merrill Lynch September 2007 - August 2008
Fordham University March 2007 - August 2007
Bank of America March 2005 - February 2007
GFI Group August 2004 - February 2005
Columbia University February 2002 - July 2004
Sun Microsystems October 2000 - August 2001
JP Morgan April 1999 - October 2000
Salomon Smith Barney October 1998 - March 1999
Education
New York University
Information Systems
TUDOR INVESTMENT CORPORATION May 2011 - Present
Fordham University September 2008 - May 2011
Merrill Lynch September 2007 - August 2008
Fordham University March 2007 - August 2007
Bank of America March 2005 - February 2007
GFI Group August 2004 - February 2005
Columbia University February 2002 - July 2004
Sun Microsystems October 2000 - August 2001
JP Morgan April 1999 - October 2000
Salomon Smith Barney October 1998 - March 1999
Education
New York University
Information Systems
Niso Abuaf Niso Abuaf's Salomon Smith Barney Experience 1987 - 2000
Job Chief Economist and Strategist at Ramirez and Co. and Professor of Financial Economics at Pace University
Industry Financial Services
Experience
Pace University September 2009 - Present
Samuel Ramirez and Co. August 2009 - Present
NYU Stern School of Business June 2008 - Present
Credit Suisse July 2000 - March 2008
Salomon Smith Barney 1987 - 2000
The Chase Manhattan Bank September 1984 - June 1987
University of Chicago January 1981 - August 1984
Skills
Economist, Capital Markets, Corporate Finance, Economics, Mergers, Investment Banking, Derivatives, Equities, Financial Markets, Financial Modeling, Fixed Income, Risk Management, Mergers & Acquisitions, Finance, Emerging Markets, Analysis, Valuation, Commodity, Quantitative Analytics, Venture Capital, Securities, Financial Analysis, Trading, Private Equity, Due Diligence, Bloomberg, Investments, Equity Research, Hedge Funds
Education
University of Chicago 1978 — 1984
PhD, Financial Economics
University of Chicago Graduate School of Business 1974 — 1976
MBA, Financial Economics
Northwestern University 1971 — 1974
BS; MS, Electrical and Biomedical Engineering
Robert Koleji / Robert College 1969 — 1971
N/A, Electrical Engineering
Pace University September 2009 - Present
Samuel Ramirez and Co. August 2009 - Present
NYU Stern School of Business June 2008 - Present
Credit Suisse July 2000 - March 2008
Salomon Smith Barney 1987 - 2000
The Chase Manhattan Bank September 1984 - June 1987
University of Chicago January 1981 - August 1984
Skills
Economist, Capital Markets, Corporate Finance, Economics, Mergers, Investment Banking, Derivatives, Equities, Financial Markets, Financial Modeling, Fixed Income, Risk Management, Mergers & Acquisitions, Finance, Emerging Markets, Analysis, Valuation, Commodity, Quantitative Analytics, Venture Capital, Securities, Financial Analysis, Trading, Private Equity, Due Diligence, Bloomberg, Investments, Equity Research, Hedge Funds
Education
University of Chicago 1978 — 1984
PhD, Financial Economics
University of Chicago Graduate School of Business 1974 — 1976
MBA, Financial Economics
Northwestern University 1971 — 1974
BS; MS, Electrical and Biomedical Engineering
Robert Koleji / Robert College 1969 — 1971
N/A, Electrical Engineering
Barry Zhang Barry Zhang's Salomon Smith Barney Experience 1999 - 2001
Job Energy Executive and Investor
Industry Oil & Energy
Experience
NSI Technologies April 2011 - August 2012
Axon Energy Products July 2010 - January 2011
HitecVision July 2010 - January 2011
Kenda Capital August 2006 - July 2010
Level 3 Communications 2002 - 2004
Salomon Smith Barney 1999 - 2001
Skills
Venture Capital, Financial Modeling, Valuation, Private Equity, Mergers, Due Diligence, Corporate Development, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing & Finance
Yale University 1995 — 1999
BA, Economics
University of Oxford 1998 — 1998
Philosophy, Politics & Economics
NSI Technologies April 2011 - August 2012
Axon Energy Products July 2010 - January 2011
HitecVision July 2010 - January 2011
Kenda Capital August 2006 - July 2010
Level 3 Communications 2002 - 2004
Salomon Smith Barney 1999 - 2001
Skills
Venture Capital, Financial Modeling, Valuation, Private Equity, Mergers, Due Diligence, Corporate Development, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing & Finance
Yale University 1995 — 1999
BA, Economics
University of Oxford 1998 — 1998
Philosophy, Politics & Economics
Andy Tung, PMP. Andy Tung, PMP.'s Salomon Smith Barney Experience 2000 - 2001
Job SVP at Citi
Industry Financial Services
Experience
Citi November 2012 - Present
J.P. Morgan January 2011 - November 2012
Credit Suisse January 2007 - January 2011
J.P. Morgan 2004 - 2006
J.P. Morgan 2001 - 2004
Salomon Smith Barney 2000 - 2001
The Bank of New York 1999 - 2000
Republic National Bank 1997 - 1999
Republic National Bank 1995 - 1997
Skills
PMO, Portfolio Management, IT Governance, Resource Management, Process Engineering, Financial Management, Program Management, Managerial Finance, Governance, Project Management, Risk Management, Process Improvement, Project Portfolio..., Analysis, Leadership, Performance Management, Business Planning, Management, Requirements Gathering, Business Analysis
Education
Pace University 2001 — 2004
MS, Information System Management
University at Buffalo 1991 — 1995
BS, Business Admin/Finance
Citi November 2012 - Present
J.P. Morgan January 2011 - November 2012
Credit Suisse January 2007 - January 2011
J.P. Morgan 2004 - 2006
J.P. Morgan 2001 - 2004
Salomon Smith Barney 2000 - 2001
The Bank of New York 1999 - 2000
Republic National Bank 1997 - 1999
Republic National Bank 1995 - 1997
Skills
PMO, Portfolio Management, IT Governance, Resource Management, Process Engineering, Financial Management, Program Management, Managerial Finance, Governance, Project Management, Risk Management, Process Improvement, Project Portfolio..., Analysis, Leadership, Performance Management, Business Planning, Management, Requirements Gathering, Business Analysis
Education
Pace University 2001 — 2004
MS, Information System Management
University at Buffalo 1991 — 1995
BS, Business Admin/Finance
Clive Lipshitz Clive Lipshitz's Salomon Smith Barney Experience 1998 - 2000
Job COO, Finance, Strategy, Business Development
Industry Investment Management
Experience
Tradewind Interstate Advisors, LLC 2013 - Present
The Carlyle Group 2014 - 2014
Credit Suisse 2004 - 2013
TDA Capital Partners 2001 - 2003
PaineWebber 2000 - 2000
Salomon Smith Barney 1998 - 2000
Price Waterhouse 1993 - 1997
Skills
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Valuation, Due Diligence, Investments, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management, Real Estate, Asset Managment, Mergers, Corporate Finance, Strategy, Product Development, Business Development, Finance, Financial Analysis, Management, Investment Management, Start-ups, Asset Management, Mergers, Equity Research
Education
New York University 2013 — 2013
Certificate in Real Estate Finance and Investing
Tel Aviv University, Leon Recanati Graduate School of Business Administration 1996 — 1998
MBA, Magna Cum Laude
Tel Aviv University 1990 — 1994
BA
Tradewind Interstate Advisors, LLC 2013 - Present
The Carlyle Group 2014 - 2014
Credit Suisse 2004 - 2013
TDA Capital Partners 2001 - 2003
PaineWebber 2000 - 2000
Salomon Smith Barney 1998 - 2000
Price Waterhouse 1993 - 1997
Skills
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Valuation, Due Diligence, Investments, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management, Real Estate, Asset Managment, Mergers, Corporate Finance, Strategy, Product Development, Business Development, Finance, Financial Analysis, Management, Investment Management, Start-ups, Asset Management, Mergers, Equity Research
Education
New York University 2013 — 2013
Certificate in Real Estate Finance and Investing
Tel Aviv University, Leon Recanati Graduate School of Business Administration 1996 — 1998
MBA, Magna Cum Laude
Tel Aviv University 1990 — 1994
BA
Adrian East Adrian East's Salomon Smith Barney Experience March 1993 - February 2000
Job CEO at ADRIAN EAST, LICENSED REAL ESTATE SALESPERSON, DESIGNER
Industry Apparel & Fashion
Experience
ADRIAN EAST January 2014 - Present
DESIGNERS BEST BUYING 2010 - Present
East Lane Enterprises, Inc. dba "ADRIAN EAST" (formerly Fiersons) December 2002 - Present
DESIGNER'S BEST FOR KIDS 2011 - January 2014
DESIGNER BRIDE INC. 2008 - October 2010
EASTTECH.COM March 2000 - May 2002
SALOMON SMITH BARNEY March 1993 - February 2000
ADRIAN LANE ASSOCIATES, INC 1998 - 2000
SHEARSON LEHMAN HUTTON 1987 - 1993
Drexel Burnham Lambert 1982 - 1985
Skills
Business Analysis, Apparel, Sales, Entrepreneurship, Analysis, Project Planning, SDLC, Merchandising, Integration, Textiles, Databases, Luxury Goods, Product Marketing, Social Media, Real Estate Transactions, Fashion Design, Interior Design, Fashion Buying, Marketing, Management, Retail, Marketing Strategy, Fashion, Project Management
Education
New York School of Interior Design 2007 — 2009
Interior Design
New York University 1978 — 1980
BFA, Tisch School of The Arts
ADRIAN EAST January 2014 - Present
DESIGNERS BEST BUYING 2010 - Present
East Lane Enterprises, Inc. dba "ADRIAN EAST" (formerly Fiersons) December 2002 - Present
DESIGNER'S BEST FOR KIDS 2011 - January 2014
DESIGNER BRIDE INC. 2008 - October 2010
EASTTECH.COM March 2000 - May 2002
SALOMON SMITH BARNEY March 1993 - February 2000
ADRIAN LANE ASSOCIATES, INC 1998 - 2000
SHEARSON LEHMAN HUTTON 1987 - 1993
Drexel Burnham Lambert 1982 - 1985
Skills
Business Analysis, Apparel, Sales, Entrepreneurship, Analysis, Project Planning, SDLC, Merchandising, Integration, Textiles, Databases, Luxury Goods, Product Marketing, Social Media, Real Estate Transactions, Fashion Design, Interior Design, Fashion Buying, Marketing, Management, Retail, Marketing Strategy, Fashion, Project Management
Education
New York School of Interior Design 2007 — 2009
Interior Design
New York University 1978 — 1980
BFA, Tisch School of The Arts
Vincent Aug Vincent Aug's Salomon Smith Barney Experience 1993 - 1998
Job Senior Project Manager/Program Manager
Industry Financial Services
Experience
Credit Suisse April 2014 - Present
Broadridge Financial Solutions January 2014 - April 2014
Guardian Life April 2013 - November 2013
UBS 2005 - 2012
Deutsche Bank 1998 - 2005
Salomon Smith Barney 1993 - 1998
Goldman Sachs 1989 - 1993
Skills
Prime Brokerage, Equities, Market Data, Business Analysis, Back Office, Software Development, Project Management, Trading, Finance, Fixed Income, Securities Lending, Asset Management, Options, SDLC, Portfolio Management, Investments, Program Management, Capital Markets, FX Options, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance, International Business
New York University 1985 — 1989
BS, Finance, Information Systems
Credit Suisse April 2014 - Present
Broadridge Financial Solutions January 2014 - April 2014
Guardian Life April 2013 - November 2013
UBS 2005 - 2012
Deutsche Bank 1998 - 2005
Salomon Smith Barney 1993 - 1998
Goldman Sachs 1989 - 1993
Skills
Prime Brokerage, Equities, Market Data, Business Analysis, Back Office, Software Development, Project Management, Trading, Finance, Fixed Income, Securities Lending, Asset Management, Options, SDLC, Portfolio Management, Investments, Program Management, Capital Markets, FX Options, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance, International Business
New York University 1985 — 1989
BS, Finance, Information Systems
Shelly Tielemans, MS's Salomon Smith Barney Experience February 1998 - June 1999
Job Regional Human Resources Manager
Industry Staffing and Recruiting
Experience
Aerotek October 2012 - Present
Vintage Faire August 2013 - September 2015
Mercedes Benz USA January 2008 - March 2012
JM Family Enterprises February 2004 - June 2007
Fisher Scientific November 2001 - November 2003
Palisades Safety & Insurance June 2001 - November 2003
Salomon Smith Barney February 1998 - June 1999
Skills
Employee Engagement, Corporate Branding, Staff Management, Budget Oversight, Change Management, Organizational Design, International Relations, Executive Coaching, Developing Talent, Recruitment/Retention, Strategic Planning, Employee/Labor Relations, Workforce Planning, Succession Planning, Coaching, Compensation..., Performance Management, FORTUNE Submission, Employee Surveys, Compensation Planning, Deferred Compensation, Union Environment, Union Avoidance, Conference Speaking, Training & Development, Change Agent, Culture Building, Culture Change, Organizational Culture, Employee Training, Industrial Relations, Disability Management, Workers Compensation, FMLA, PeopleSoft, Microsoft Office, Oracle HR, Diversity Planning, Social Media Outreach, Personnel Management, Recruiting, Process Improvement, Employment Law, HR Consulting, Talent Management, HR Policies, Applicant Tracking..., ADP Payroll, Interviews, Onboarding
Education
The New School 1999 — 2001
MS, Human Resource Management
Nova Southeastern University 1991 — 1995
BS, Psychology
Aerotek October 2012 - Present
Vintage Faire August 2013 - September 2015
Mercedes Benz USA January 2008 - March 2012
JM Family Enterprises February 2004 - June 2007
Fisher Scientific November 2001 - November 2003
Palisades Safety & Insurance June 2001 - November 2003
Salomon Smith Barney February 1998 - June 1999
Skills
Employee Engagement, Corporate Branding, Staff Management, Budget Oversight, Change Management, Organizational Design, International Relations, Executive Coaching, Developing Talent, Recruitment/Retention, Strategic Planning, Employee/Labor Relations, Workforce Planning, Succession Planning, Coaching, Compensation..., Performance Management, FORTUNE Submission, Employee Surveys, Compensation Planning, Deferred Compensation, Union Environment, Union Avoidance, Conference Speaking, Training & Development, Change Agent, Culture Building, Culture Change, Organizational Culture, Employee Training, Industrial Relations, Disability Management, Workers Compensation, FMLA, PeopleSoft, Microsoft Office, Oracle HR, Diversity Planning, Social Media Outreach, Personnel Management, Recruiting, Process Improvement, Employment Law, HR Consulting, Talent Management, HR Policies, Applicant Tracking..., ADP Payroll, Interviews, Onboarding
Education
The New School 1999 — 2001
MS, Human Resource Management
Nova Southeastern University 1991 — 1995
BS, Psychology
Elizabeth Byrnes Elizabeth Byrnes's Salomon Smith Barney Experience May 1997 - November 1999
Job International Payroll and HR Project Manager
Industry Tobacco
Experience
Philip Morris International May 2015 - Present
Philip Morris International February 2014 - May 2015
Frank Hirth LLC August 2011 - December 2013
Philip Morris International May 2005 - August 2011
Deutsche Bank November 1999 - May 2005
Salomon Smith Barney May 1997 - November 1999
Skills
Expatriate Management, Expatriate..., Compensation, Compensation..., Benefits Administration, Expatriate Tax, Payroll, ADP Payroll, Payroll Services, Payroll Conversions, Human Resources, International Tax, Deferred Compensation, Employee Benefits, Personnel Management, HRIS, PeopleSoft, Succession Planning, HR Policies, Compensation & Benefit, Talent Management, Performance Management, Compensation & Benefits
Education
New School University 1999 — 2003
MS, HR Management
Monmouth University 1994 — 1996
BS, Psychology
Saint Bonaventure University 1992 — 1994
Philip Morris International May 2015 - Present
Philip Morris International February 2014 - May 2015
Frank Hirth LLC August 2011 - December 2013
Philip Morris International May 2005 - August 2011
Deutsche Bank November 1999 - May 2005
Salomon Smith Barney May 1997 - November 1999
Skills
Expatriate Management, Expatriate..., Compensation, Compensation..., Benefits Administration, Expatriate Tax, Payroll, ADP Payroll, Payroll Services, Payroll Conversions, Human Resources, International Tax, Deferred Compensation, Employee Benefits, Personnel Management, HRIS, PeopleSoft, Succession Planning, HR Policies, Compensation & Benefit, Talent Management, Performance Management, Compensation & Benefits
Education
New School University 1999 — 2003
MS, HR Management
Monmouth University 1994 — 1996
BS, Psychology
Saint Bonaventure University 1992 — 1994
Larry Stokes Larry Stokes's Salomon Smith Barney Experience 1993 - 2000
Job Founder/CEO The Circle Financial Network
Industry Fund-Raising
Experience
The Circle Financial Network July 2011 - Present
Pershing, a BNY Mellon company 2000 - 2007
Salomon Smith Barney 1993 - 2000
Skills
Financial Analysis, Investments, New Business Development
Education
New York Institute of Technology-Old Westbury 1976 — 1977
Electrical Engineering Technologies/Technicians
John F Kennedy High School, Bronx New York 1972 — 1976
High School Diploma, Academic
The Circle Financial Network July 2011 - Present
Pershing, a BNY Mellon company 2000 - 2007
Salomon Smith Barney 1993 - 2000
Skills
Financial Analysis, Investments, New Business Development
Education
New York Institute of Technology-Old Westbury 1976 — 1977
Electrical Engineering Technologies/Technicians
John F Kennedy High School, Bronx New York 1972 — 1976
High School Diploma, Academic
Rick Martino Rick Martino's Salomon Smith Barney Experience 1998 - 2003
Job Business Development Executive at Advanced Mortgage Consultants
Industry Banking
Experience
Advanced Mortgage Consultants April 2010 - Present
SILAR Capital March 2006 - June 2008
IXIS Securities 2003 - 2005
Salomon Smith Barney 1998 - 2003
Education
Pace University - Lubin School of Business
BBA, Finance/Economics
Advanced Mortgage Consultants April 2010 - Present
SILAR Capital March 2006 - June 2008
IXIS Securities 2003 - 2005
Salomon Smith Barney 1998 - 2003
Education
Pace University - Lubin School of Business
BBA, Finance/Economics
Gabe Friedman Gabe Friedman's Salomon Smith Barney Experience January 1994 - June 1998
Job Creative Director, Naked Apartments
Industry Internet
Experience
Naked Apartments June 2008 - Present
Scrt.ly December 2012 - April 2013
Resolution, inc 2005 - 2010
Fund for the City of New York January 2002 - June 2009
Freelance Web Design June 1998 - June 2009
Liberty Travel 2007 - 2007
Allegretti 2006 - 2006
Instinet Corporation 2000 - 2002
Salomon Smith Barney January 1994 - June 1998
Andersen & Lembke January 1992 - December 1992
Skills
Web Design, Graphic Design, User Interface Design, HTML, E-commerce, CSS, User Experience, Information Architecture, Web Development, Dreamweaver, Adobe Creative Suite, Photoshop, HTML5, Social Media, Interaction Design, User Interface, HTML 5, AJAX, JavaScript, Usability, Wireframes, User Experience Design, CMS
Education
Parsons School of Design 1996 — 1997
University of California, Berkeley 1983 — 1987
BA
General Assembly
General Assembly
Naked Apartments June 2008 - Present
Scrt.ly December 2012 - April 2013
Resolution, inc 2005 - 2010
Fund for the City of New York January 2002 - June 2009
Freelance Web Design June 1998 - June 2009
Liberty Travel 2007 - 2007
Allegretti 2006 - 2006
Instinet Corporation 2000 - 2002
Salomon Smith Barney January 1994 - June 1998
Andersen & Lembke January 1992 - December 1992
Skills
Web Design, Graphic Design, User Interface Design, HTML, E-commerce, CSS, User Experience, Information Architecture, Web Development, Dreamweaver, Adobe Creative Suite, Photoshop, HTML5, Social Media, Interaction Design, User Interface, HTML 5, AJAX, JavaScript, Usability, Wireframes, User Experience Design, CMS
Education
Parsons School of Design 1996 — 1997
University of California, Berkeley 1983 — 1987
BA
General Assembly
General Assembly
Louis Nieves Louis Nieves's Salomon Smith Barney Experience February 2000 - October 2001
Job Residential Coordinator at Andrus Children's Center
Industry Financial Services
Experience
Andrus Children's Center October 2012 - Present
Andrus Children's Center June 2009 - October 2012
DTCC September 2007 - March 2009
Pequot Capital November 2006 - July 2007
Julia Dyckman Andrus Memorial April 2003 - December 2006
Parerto Partners December 2003 - November 2004
Salomon Smith Barney February 2000 - October 2001
Weiss, Peck & Greer November 1997 - June 1999
Weiss, Peck & Greer 1997 - 1999
Prudential Securities August 1991 - January 1996
Skills
Crisis Intervention, Equities, Settlement, Derivatives, Trading, Corporate Actions, Securities, Bonds, Back Office, Credit, Mutual Funds, Fixed Income, Prime Brokerage, Swaps, Access, Hedge Funds, Portfolio Management, Financial Reporting, Capital Markets
Education
New York Institute of Technology 2007 — 2009
MBA, Business Administration
Nyack College 1994 — 1998
BS, Management
Andrus Children's Center October 2012 - Present
Andrus Children's Center June 2009 - October 2012
DTCC September 2007 - March 2009
Pequot Capital November 2006 - July 2007
Julia Dyckman Andrus Memorial April 2003 - December 2006
Parerto Partners December 2003 - November 2004
Salomon Smith Barney February 2000 - October 2001
Weiss, Peck & Greer November 1997 - June 1999
Weiss, Peck & Greer 1997 - 1999
Prudential Securities August 1991 - January 1996
Skills
Crisis Intervention, Equities, Settlement, Derivatives, Trading, Corporate Actions, Securities, Bonds, Back Office, Credit, Mutual Funds, Fixed Income, Prime Brokerage, Swaps, Access, Hedge Funds, Portfolio Management, Financial Reporting, Capital Markets
Education
New York Institute of Technology 2007 — 2009
MBA, Business Administration
Nyack College 1994 — 1998
BS, Management
Kitty Lee Kitty Lee's Salomon Smith Barney Experience 1997 - 1998
Job SeniorLevel Project Management Professional
Industry Financial Services
Experience
Morgan Stanley January 2014 - September 2014
Morgan Stanley November 2011 - December 2013
Morgan Stanley August 2010 - November 2011
Morgan Stanley 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2001 - 2005
Morgan Stanley 1998 - 2000
Salomon Smith Barney 1997 - 1998
Apprise Insurance Information Systems 1988 - 1997
Skills
Project Management, Business Systems..., Strategic Planning, Network Infrastructure..., Infrastructure Builds, Technology Solution..., Change Management, Vendor Relationship..., Business Analysis, Microsoft Office, Analysis, Risk Management, Leadership, SDLC
Education
Middlesex County College
Associate in Applied Science (A.A.S.), Computer & Information Systems
Morgan Stanley January 2014 - September 2014
Morgan Stanley November 2011 - December 2013
Morgan Stanley August 2010 - November 2011
Morgan Stanley 2007 - 2010
Morgan Stanley 2006 - 2007
Morgan Stanley 2001 - 2005
Morgan Stanley 1998 - 2000
Salomon Smith Barney 1997 - 1998
Apprise Insurance Information Systems 1988 - 1997
Skills
Project Management, Business Systems..., Strategic Planning, Network Infrastructure..., Infrastructure Builds, Technology Solution..., Change Management, Vendor Relationship..., Business Analysis, Microsoft Office, Analysis, Risk Management, Leadership, SDLC
Education
Middlesex County College
Associate in Applied Science (A.A.S.), Computer & Information Systems
Joseph Phillips, MBA Joseph Phillips, MBA's Salomon Smith Barney Experience July 1998 - December 2002
Job Financial Consultant helping clients Create, Manage, Protect & Distribute Wealth.
Industry Financial Services
Experience
Santander Financial Services November 2014 - Present
RBS Citizens October 2013 - November 2014
Phillips Consulting January 2009 - October 2013
Finacorp Securities October 2008 - June 2010
Firefly Capital Execution Technology Systems January 2003 - October 2008
Salomon Smith Barney July 1998 - December 2002
Skills
Financial Services, Finance, Management, Business Development, Leadership, Mutual Funds, Portfolio Management, Investments, Asset Management, Securities, Fixed Income, Series 7, Trading, Series 63, Hedge Funds, Alternative Investments, Financial Modeling, Business Development..., Leadership Management, Asset Allocation, Equities, Insurance, CRM, Cross Functional Team..., Sales and Sales..., Strategic Financial..., New Business Development, Investment Strategies, Bonds, Valuation, ETFs, Equity Trading, Institutional Client..., Lead Generation &..., Remote/Virtual team..., Human Resource Managment
Education
Western New England University
Master of Business Administration (MBA)
Northeastern University
B.S, Leadership Management
Santander Financial Services November 2014 - Present
RBS Citizens October 2013 - November 2014
Phillips Consulting January 2009 - October 2013
Finacorp Securities October 2008 - June 2010
Firefly Capital Execution Technology Systems January 2003 - October 2008
Salomon Smith Barney July 1998 - December 2002
Skills
Financial Services, Finance, Management, Business Development, Leadership, Mutual Funds, Portfolio Management, Investments, Asset Management, Securities, Fixed Income, Series 7, Trading, Series 63, Hedge Funds, Alternative Investments, Financial Modeling, Business Development..., Leadership Management, Asset Allocation, Equities, Insurance, CRM, Cross Functional Team..., Sales and Sales..., Strategic Financial..., New Business Development, Investment Strategies, Bonds, Valuation, ETFs, Equity Trading, Institutional Client..., Lead Generation &..., Remote/Virtual team..., Human Resource Managment
Education
Western New England University
Master of Business Administration (MBA)
Northeastern University
B.S, Leadership Management
Randy Pegg Randy Pegg's Salomon Smith Barney Experience 1989 - 1997
Job Executive Vice President | Sales Enablement Leader | Financial Services Distribution
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 1998 - Present
Salomon Smith Barney 1989 - 1997
Skills
Sales Management, Sales Process, Distribution, Training & Development, Relationship Development, Consultative Selling, Structured Products, Asset Management, Separately Managed..., Asset Managment, Executive Management, Financial Services, Selling, Investment Management, Financial Advisory, Fixed Income, Investments, Employee Training, Series 7, Sales, Alternative Investments, Mutual Funds, Series 63
Education
Midwestern State University 2000 — 2005
BA, Finance
Advisors Asset Management, Inc. September 1998 - Present
Salomon Smith Barney 1989 - 1997
Skills
Sales Management, Sales Process, Distribution, Training & Development, Relationship Development, Consultative Selling, Structured Products, Asset Management, Separately Managed..., Asset Managment, Executive Management, Financial Services, Selling, Investment Management, Financial Advisory, Fixed Income, Investments, Employee Training, Series 7, Sales, Alternative Investments, Mutual Funds, Series 63
Education
Midwestern State University 2000 — 2005
BA, Finance
David Nagle David Nagle's Salomon Smith Barney Experience 1994 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
WAMU Capital Corp 2003 - 2008
Banc of America Securities 1999 - 2003
Salomon Smith Barney 1994 - 1999
Salomon Brothers 1992 - 1994
Salomon Brothers 1990 - 1992
Skills
Equities, Investment Banking, Mortgage Lending, Trading, Capital Markets, Loans, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Securities, Valuation, Management, Bloomberg, Finance, Hedge Funds, Banking, Financial Modeling, Residential Mortgages, Alternative Investments, Mortgage Banking, Operational Risk..., Derivatives
Education
Pomona College 1987 — 1990
BA, Economics
Asheville High School 1983 — 1986
Gennadiy Makovoz, PhD Gennadiy Makovoz, PhD's Salomon Smith Barney Experience June 1997 - March 2000
Job Reference Data, Director at Citigroup
Industry Investment Banking
Experience
Citi September 2008 - Present
Lehman Brothers March 2000 - September 2008
Salomon Smith Barney June 1997 - March 2000
Skills
Reference Data, Trading Systems, Market Data, Electronic Trading, Fixed Income, Sybase, Prime Brokerage, Derivatives, Equity Derivatives, Low Latency, Equities, Capital Markets, Exchange Connectivity, Options, Risk Management, Portfolio Management, SDLC, Credit Derivatives, Financial Markets, Financial Services, Swaps, Hedge Funds, Bloomberg, Quantitative Analytics, Commodity, Middle Office, Structured Products, Financial Risk, Trading Strategies, FX trading, Interest Rate..., FX Options, Hedging, Alternative Investments, Trading, VBA, Equity Trading, Asset Management, Trading System, Investment Banking, Settlement, Quantitative Finance, Back Office, Series 7, TIBCO, Market Risk, Securities
Education
Nova Southeastern University 2004 — 2010
PhD, Computer Information Systems
New York University - Polytechnic School of Engineering 1998 — 2000
MS, Financial Engineering
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Computer Science
Citi September 2008 - Present
Lehman Brothers March 2000 - September 2008
Salomon Smith Barney June 1997 - March 2000
Skills
Reference Data, Trading Systems, Market Data, Electronic Trading, Fixed Income, Sybase, Prime Brokerage, Derivatives, Equity Derivatives, Low Latency, Equities, Capital Markets, Exchange Connectivity, Options, Risk Management, Portfolio Management, SDLC, Credit Derivatives, Financial Markets, Financial Services, Swaps, Hedge Funds, Bloomberg, Quantitative Analytics, Commodity, Middle Office, Structured Products, Financial Risk, Trading Strategies, FX trading, Interest Rate..., FX Options, Hedging, Alternative Investments, Trading, VBA, Equity Trading, Asset Management, Trading System, Investment Banking, Settlement, Quantitative Finance, Back Office, Series 7, TIBCO, Market Risk, Securities
Education
Nova Southeastern University 2004 — 2010
PhD, Computer Information Systems
New York University - Polytechnic School of Engineering 1998 — 2000
MS, Financial Engineering
New York University - Polytechnic School of Engineering 1995 — 1997
BS, Computer Science
Julie Roush's Salomon Smith Barney Experience February 2002 - January 2007
Job Trustee at Fairfield Township Tippecanoe
Industry Government Administration
Experience
Fairfield Township Tippecanoe January 2007 - Present
Salomon Smith Barney February 2002 - January 2007
Shaklee Corporation 1996 - 1998
Home Hopsital 1988 - 1991
Rostone Corp 1988 - 1988
Skills
Microsoft Certified..., Team Building, Training, Time Management, Accounts Receivable, Finance, Program Development, Investments, Internal Controls, Government, Payroll, Bookkeeping, Nonprofits, Social Networking, Healthcare, Fundraising, Entrepreneurship, Event Planning, Strategic Financial..., Leadership, Volunteer Management, Accounting, Financial Statements, Insurance, Accounts Payable, Investment Properties, VoIP, Grant Writing, Windows, Public Speaking, Wireless Networking, Policy, Financial Analysis, Employee Benefits, Strategic Planning, Grants, Leadership Development, Community Outreach, Network Administration, Social Media, System Administration, Analysis, Small Business, Administration, Coaching
Education
Purdue University - Krannert School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University
BA, Psychology & Economics
Northern Illinois University 1985 — 1987
Fairfield Township Tippecanoe January 2007 - Present
Salomon Smith Barney February 2002 - January 2007
Shaklee Corporation 1996 - 1998
Home Hopsital 1988 - 1991
Rostone Corp 1988 - 1988
Skills
Microsoft Certified..., Team Building, Training, Time Management, Accounts Receivable, Finance, Program Development, Investments, Internal Controls, Government, Payroll, Bookkeeping, Nonprofits, Social Networking, Healthcare, Fundraising, Entrepreneurship, Event Planning, Strategic Financial..., Leadership, Volunteer Management, Accounting, Financial Statements, Insurance, Accounts Payable, Investment Properties, VoIP, Grant Writing, Windows, Public Speaking, Wireless Networking, Policy, Financial Analysis, Employee Benefits, Strategic Planning, Grants, Leadership Development, Community Outreach, Network Administration, Social Media, System Administration, Analysis, Small Business, Administration, Coaching
Education
Purdue University - Krannert School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Purdue University
BA, Psychology & Economics
Northern Illinois University 1985 — 1987
Jim Deese Jim Deese's Salomon Smith Barney Experience August 2000 - August 2006
Job President at JLD Capital Management LLC
Industry Financial Services
Experience
JLD Capital Management LLC August 2006 - Present
International Certifcation Services, Inc. 1996 - February 2014
Salomon Smith Barney August 2000 - August 2006
Paine Webber June 1992 - August 2000
Mercantile Food Company September 1990 - May 1992
American Consulting 1990 - 1990
JWT Group, Inc. February 1984 - December 1987
J Walter Thompson USA September 1980 - January 1984
Stepan Chemical Company March 1979 - September 1980
Alladin Industires, Inc. December 1977 - October 1978
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
University of Delaware 1972 — 1974
MBA, Finance
Penn State University 1962 — 1966
BS, Science
JLD Capital Management LLC August 2006 - Present
International Certifcation Services, Inc. 1996 - February 2014
Salomon Smith Barney August 2000 - August 2006
Paine Webber June 1992 - August 2000
Mercantile Food Company September 1990 - May 1992
American Consulting 1990 - 1990
JWT Group, Inc. February 1984 - December 1987
J Walter Thompson USA September 1980 - January 1984
Stepan Chemical Company March 1979 - September 1980
Alladin Industires, Inc. December 1977 - October 1978
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
University of Delaware 1972 — 1974
MBA, Finance
Penn State University 1962 — 1966
BS, Science
Steve Brasen Steve Brasen's Salomon Smith Barney Experience 1997 - 1998
Job Managing Research Director at EMA
Industry Information Technology and Services
Experience
EMA December 2006 - Present
Enterprise Management Associates 2006 - Present
Agilent 2003 - 2006
Agilent 2003 - 2006
Spherion 2003 - 2006
MCI 1998 - 2003
MCI Worldcom 1998 - 2003
Salomon 1997 - 1998
Salomon Smith Barney 1997 - 1998
Bellcore 1993 - 1997
Skills
IT Operations, Cloud Computing, Enterprise Architecture, Energy Efficiency, Mobile Enterprise, Desktop Optimization, Unix Operating Systems, Writing, Storage Solutions, Backup Solutions, Disaster Recovery
Education
Montclair State University 1984 — 1988
EMA December 2006 - Present
Enterprise Management Associates 2006 - Present
Agilent 2003 - 2006
Agilent 2003 - 2006
Spherion 2003 - 2006
MCI 1998 - 2003
MCI Worldcom 1998 - 2003
Salomon 1997 - 1998
Salomon Smith Barney 1997 - 1998
Bellcore 1993 - 1997
Skills
IT Operations, Cloud Computing, Enterprise Architecture, Energy Efficiency, Mobile Enterprise, Desktop Optimization, Unix Operating Systems, Writing, Storage Solutions, Backup Solutions, Disaster Recovery
Education
Montclair State University 1984 — 1988
Rhonda Metz Rhonda Metz's Salomon Smith Barney Experience 1996 - 2000
Job Director at Citi
Industry Information Technology and Services
Experience
Citi 2000 - Present
Salomon Smith Barney 1996 - 2000
AT&T 1990 - 1996
Skills
Leadership, Risk Management, Business Analysis, Program Management, Business Continuity, Financial Services, SDLC, Change Management, IT Strategy, Databases, Management, Banking, Disaster Recovery, IT Audit, Information Security..., Unix, Information Security, Sybase, Governance, IT Management, Vendor Management
Education
Seton Hall University 1992 — 1995
MBA, Management and International Business
Penn State University 1986 — 1990
BS, Management Information Systems
Citi 2000 - Present
Salomon Smith Barney 1996 - 2000
AT&T 1990 - 1996
Skills
Leadership, Risk Management, Business Analysis, Program Management, Business Continuity, Financial Services, SDLC, Change Management, IT Strategy, Databases, Management, Banking, Disaster Recovery, IT Audit, Information Security..., Unix, Information Security, Sybase, Governance, IT Management, Vendor Management
Education
Seton Hall University 1992 — 1995
MBA, Management and International Business
Penn State University 1986 — 1990
BS, Management Information Systems
Carter Westfall's Salomon Smith Barney Experience August 1996 - February 1999
Job Vice President, International at Pac12 Conference
Industry Sports
Experience
Pac-12 Conference August 2015 - Present
Sacramento Kings August 2014 - August 2015
National Basketball Association (NBA) June 2010 - August 2014
Helios Partners February 2005 - May 2010
Morgan Stanley Wealth Management June 2003 - August 2003
Camp Dudley YMCA June 2002 - August 2002
Rutgers University January 2001 - March 2002
Davidson College July 2000 - December 2000
Hardware.com June 1999 - June 2000
Salomon Smith Barney August 1996 - February 1999
Skills
Sports Marketing, Sports, Sponsorship, Sports Management, Marketing, Social Media, Marketing Strategy, Strategic Planning, Event Management, Public Speaking, Event Planning, Business Development, Social Media Marketing, Integrated Marketing, New Business Development, Leadership, Brand Management, Sponsorship Sales, Strategic Partnerships, Market Research, Media Relations, Management, Marketing Communications, Brand Development, Sponsorship Activation
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Princeton University 1992 — 1996
AB, English
Summit High
Pac-12 Conference August 2015 - Present
Sacramento Kings August 2014 - August 2015
National Basketball Association (NBA) June 2010 - August 2014
Helios Partners February 2005 - May 2010
Morgan Stanley Wealth Management June 2003 - August 2003
Camp Dudley YMCA June 2002 - August 2002
Rutgers University January 2001 - March 2002
Davidson College July 2000 - December 2000
Hardware.com June 1999 - June 2000
Salomon Smith Barney August 1996 - February 1999
Skills
Sports Marketing, Sports, Sponsorship, Sports Management, Marketing, Social Media, Marketing Strategy, Strategic Planning, Event Management, Public Speaking, Event Planning, Business Development, Social Media Marketing, Integrated Marketing, New Business Development, Leadership, Brand Management, Sponsorship Sales, Strategic Partnerships, Market Research, Media Relations, Management, Marketing Communications, Brand Development, Sponsorship Activation
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Marketing
Princeton University 1992 — 1996
AB, English
Summit High
Angel I Rivera Angel I Rivera's Salomon Smith Barney Experience March 1999 - October 2000
Job
Industry Automotive
Experience
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
NBTY Inc. February 2015 - Present
Estee Lauder July 2007 - September 2014
Sourcewave, Inc/Estee Lauder October 2003 - July 2007
Credit Suisse First Boston June 2001 - October 2003
Salomon Smith Barney March 1999 - October 2000
Credit Suisse First Boston May 1998 - January 1999
Bear Stearns October 1997 - May 1998
Time Warner Cable April 1995 - August 1996
Bankers Trust July 1994 - April 1995
Lehman Brothers 1990 - 1994
Skills
Servers, Technical Support, Troubleshooting, Microsoft Exchange, DHCP, Active Directory, Network Administration, System Deployment, HP, System Administration, Help Desk Support, Software Installation, Networking, Hardware, Project Management, BMC Remedy, ITIL, Laptops, Lotus Notes, Disaster Recovery, Blackberry Enterprise..., XP, Service Desk, Windows XP, AS400 Administration
Education
Monroe College 1981 — 1983
Associate, Computer Science
Central Commercial 1973 — 1975
Jason Barsema Jason Barsema's Salomon Smith Barney Experience May 2004 - August 2004
Job CoFounder / Disruptivator at Halo Investing, Inc
Industry Financial Services
Experience
Halo Investing, Inc. May 2015 - Present
Credit Suisse January 2013 - May 2015
Credit Suisse December 2009 - January 2013
Credit Suisse June 2008 - December 2009
Calamos Investments May 2007 - August 2007
Knott Capital May 2006 - August 2006
Page Mill Partners May 2005 - August 2005
Salomon Smith Barney May 2004 - August 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations, GPA: 3.732 / 4.0
Northern Illinois University 2005 — 2007
Bachelor's Degree, Economics, GPA: 3.8 / 4.0, 4.0 / 4.0 within Economics Major
Rollins College 2003 — 2005
Economics, Transferred to NIU
Halo Investing, Inc. May 2015 - Present
Credit Suisse January 2013 - May 2015
Credit Suisse December 2009 - January 2013
Credit Suisse June 2008 - December 2009
Calamos Investments May 2007 - August 2007
Knott Capital May 2006 - August 2006
Page Mill Partners May 2005 - August 2005
Salomon Smith Barney May 2004 - August 2004
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Management & Organizations, GPA: 3.732 / 4.0
Northern Illinois University 2005 — 2007
Bachelor's Degree, Economics, GPA: 3.8 / 4.0, 4.0 / 4.0 within Economics Major
Rollins College 2003 — 2005
Economics, Transferred to NIU
Russ Duckworth, CFA Russ Duckworth, CFA's Salomon Smith Barney Experience March 2000 - July 2000
Job Private Investor
Industry Investment Management
Experience
Duckworth Holdings, LLC July 2014 - Present
Duckworth Capital Management, LLC February 2004 - June 2014
Sterling Capital Management September 2000 - February 2004
Salomon Smith Barney March 2000 - July 2000
Moore & Van Allen, PLLC November 1998 - March 2000
Ericsson GE June 1993 - July 1995
Skills
Equity Research, Credit Analysis, Valuation, Portfolio Management, Trading, Capital Markets, Private Equity
Education
University of Virginia School of Law 1995 — 1998
JD, Law
North Carolina State University 1989 — 1993
BS, Electrical Engineering
Duckworth Holdings, LLC July 2014 - Present
Duckworth Capital Management, LLC February 2004 - June 2014
Sterling Capital Management September 2000 - February 2004
Salomon Smith Barney March 2000 - July 2000
Moore & Van Allen, PLLC November 1998 - March 2000
Ericsson GE June 1993 - July 1995
Skills
Equity Research, Credit Analysis, Valuation, Portfolio Management, Trading, Capital Markets, Private Equity
Education
University of Virginia School of Law 1995 — 1998
JD, Law
North Carolina State University 1989 — 1993
BS, Electrical Engineering
Robert Bute's Salomon Smith Barney Experience October 2000 - March 2005
Job Owner, Destiny Investments, LLC
Industry Financial Services
Experience
Destiny Investments August 2006 - Present
H&R Block Financial Advisors March 2005 - August 2006
Salomon Smith Barney October 2000 - March 2005
Mobil 1990 - 2000
Various Oil Industry Organizations 1979 - 1990
United States Marine Corps 1975 - 1979
Skills
Investments, Securities, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Insurance, Asset Management, Retirement, Annuities, Bonds, Long Term Care, Financial Advisory, 401k, Retirement Income..., IRA's, Alternative Investments, Investment Strategies, Investment Advisory, Series 7, Series 63, ETFs, Fixed Income, Annuity, Stocks, Succession Planning, Financial Services, Estate Planning, Life Insurance, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance
Nicholls State University 1984 — 1987
BS, Life Sciences and Technology
Destiny Investments August 2006 - Present
H&R Block Financial Advisors March 2005 - August 2006
Salomon Smith Barney October 2000 - March 2005
Mobil 1990 - 2000
Various Oil Industry Organizations 1979 - 1990
United States Marine Corps 1975 - 1979
Skills
Investments, Securities, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Insurance, Asset Management, Retirement, Annuities, Bonds, Long Term Care, Financial Advisory, 401k, Retirement Income..., IRA's, Alternative Investments, Investment Strategies, Investment Advisory, Series 7, Series 63, ETFs, Fixed Income, Annuity, Stocks, Succession Planning, Financial Services, Estate Planning, Life Insurance, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance
Nicholls State University 1984 — 1987
BS, Life Sciences and Technology
Dennis Harrold Dennis Harrold's Salomon Smith Barney Experience 1998 - 1999
Job Complex Business Service Manager
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Smith Barney/Morgan Stanley Smith Barney 2011 - 2012
Smith Barney/ Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 1999 - 2010
Salomon Smith Barney 1998 - 1999
Skills
Business Operations &..., Regulatory Compliance, Regulatory Evaluations,..., Investigating/Resolving..., Effectively Manage..., Multiple/Complex..., Financial..., Research and Analysis, Time Management, Sound and Independent..., Relationship..., Client Relations..., Human Resources..., Laws, Regulations, and..., Budget Management and..., Consulting and Advising..., Risk Management and..., Cross-Functional..., Multi-Site Operations, Quality Improvements &..., Change Management and..., Productivity and..., Broker, Dealer, and..., Strategic Planning and...
Education
Portland State University
Bachelor's Degree, Business Administration/Concentration on Financial Law
Morgan Stanley July 2012 - Present
Smith Barney/Morgan Stanley Smith Barney 2011 - 2012
Smith Barney/ Morgan Stanley Smith Barney 2010 - 2011
Smith Barney 1999 - 2010
Salomon Smith Barney 1998 - 1999
Skills
Business Operations &..., Regulatory Compliance, Regulatory Evaluations,..., Investigating/Resolving..., Effectively Manage..., Multiple/Complex..., Financial..., Research and Analysis, Time Management, Sound and Independent..., Relationship..., Client Relations..., Human Resources..., Laws, Regulations, and..., Budget Management and..., Consulting and Advising..., Risk Management and..., Cross-Functional..., Multi-Site Operations, Quality Improvements &..., Change Management and..., Productivity and..., Broker, Dealer, and..., Strategic Planning and...
Education
Portland State University
Bachelor's Degree, Business Administration/Concentration on Financial Law
Valerie Peterson's Salomon Smith Barney Experience October 1999 - September 2003
Job Financial Advisor to women and their families who are driven to succeed
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
A.G. Edwards & Sons, Inc. and successor firms September 2003 - October 2011
Salomon Smith Barney October 1999 - September 2003
Skills
Finance, CRM, Event Planning, Series 7, Retirement Planning, Project Planning, Securities, Customer Service, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Sacramento
Bachelor's Degree, Economics
Monterey Peninsula College
Universal Studies
Salinas High School
Robert W. Baird & Co. October 2011 - Present
A.G. Edwards & Sons, Inc. and successor firms September 2003 - October 2011
Salomon Smith Barney October 1999 - September 2003
Skills
Finance, CRM, Event Planning, Series 7, Retirement Planning, Project Planning, Securities, Customer Service, Wealth Management, Investment Strategies, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Sacramento
Bachelor's Degree, Economics
Monterey Peninsula College
Universal Studies
Salinas High School
Guy G. Clemente Guy G. Clemente's Salomon Smith Barney Experience July 1993 - May 1995
Job Managing Director / Institutional Sales / Andrew Garrett, Inc.
Industry Financial Services
Experience
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Andrew Garrett, Inc. February 2007 - Present
S.W. Bach & Company February 2003 - 2007
The Thornwater Company, L.P. May 1999 - February 2003
M.S. Farrell & Company July 1997 - May 1999
Sands Brothers December 1996 - June 1997
The J.B. Sutton Group, Inc. January 1996 - November 1996
Commonwealth Associates June 1995 - December 1995
Salomon Smith Barney July 1993 - May 1995
Lehman Brothers July 1984 - July 1993
Rauscher Pierce Refsnes, Inc. January 1984 - July 1984
Skills
Investment Banking, IPO, Venture Capital, Corporate Finance, Equities, Private Equity, SEC Rule 144, Private Placements, Asset Management, Financial Modeling, Investments, Mutual Funds, Corporate Development, Valuation, Due Diligence, Investor Relations, Portfolio Management, Alternative Investments, Equity Research, Securities, Mergers & Acquisitions, Syndicate, Capital Markets, Hedge Funds, Financial Structuring
Education
Missouri State University 1977 — 1981
BS, Business / Economics
Herb Lust's Salomon Smith Barney Experience March 1997 - April 1998
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2012 - Present
Newedge USA LLC June 2011 - July 2012
Nomura Securities July 2009 - June 2011
Highbridge Capital Management March 2008 - March 2009
Mason Sunnyside Credit LLC October 2005 - December 2007
Sandell Asset Management January 2003 - October 2005
EBF & Associates January 2002 - December 2002
JP Morgan Chase April 1998 - January 2002
Salomon Smith Barney March 1997 - April 1998
Lehman Brothers December 1995 - March 1997
Skills
Capital Markets, Equities, Investment Banking, Trading, Bonds, Portfolio Management, Investments, High Yield, Hedge Funds, Fund Of Funds, Financial Markets, Credit, Securities, Asset Management, Fixed Income, Trading Systems, Distressed Debt, Mergers & Acquisitions, Structured Finance, Leveraged Finance, Loans, Credit Risk, Credit Derivatives, Debt, Bloomberg, Swaps, Bankruptcy, Chapter 11, CDS, Private Equity, Risk Management, Equity Derivatives, Alternative Investments, Electronic Trading, Financial Risk, Research, Equity Research, Valuation, Global Macro, Technical Analysis, Structured Products, Emerging Markets, Options, Banking, FX Options, Sales Management, Fundamental Research, Financial Structuring, Equity Trading, Business Reorganizations
Education
New York University 1984 — 1986
MBA, Economics/Finance
New York University 1973 — 1976
BA, Philosophy & Art History
Cantor Fitzgerald July 2012 - Present
Newedge USA LLC June 2011 - July 2012
Nomura Securities July 2009 - June 2011
Highbridge Capital Management March 2008 - March 2009
Mason Sunnyside Credit LLC October 2005 - December 2007
Sandell Asset Management January 2003 - October 2005
EBF & Associates January 2002 - December 2002
JP Morgan Chase April 1998 - January 2002
Salomon Smith Barney March 1997 - April 1998
Lehman Brothers December 1995 - March 1997
Skills
Capital Markets, Equities, Investment Banking, Trading, Bonds, Portfolio Management, Investments, High Yield, Hedge Funds, Fund Of Funds, Financial Markets, Credit, Securities, Asset Management, Fixed Income, Trading Systems, Distressed Debt, Mergers & Acquisitions, Structured Finance, Leveraged Finance, Loans, Credit Risk, Credit Derivatives, Debt, Bloomberg, Swaps, Bankruptcy, Chapter 11, CDS, Private Equity, Risk Management, Equity Derivatives, Alternative Investments, Electronic Trading, Financial Risk, Research, Equity Research, Valuation, Global Macro, Technical Analysis, Structured Products, Emerging Markets, Options, Banking, FX Options, Sales Management, Fundamental Research, Financial Structuring, Equity Trading, Business Reorganizations
Education
New York University 1984 — 1986
MBA, Economics/Finance
New York University 1973 — 1976
BA, Philosophy & Art History
Arthur Graham Arthur Graham's Salomon Smith Barney Experience August 1975 - August 1994
Job Thomas Moran Trust & East Hampton Historical Society
Industry Financial Services
Experience
Thomas Moran Trust January 2013 - Present
East Hampton Historical Society October 2008 - Present
Bonds.com February 2011 - July 2011
Beacon Capital Strategies October 2007 - February 2011
R. W. Pressprich November 1994 - October 2007
Salomon Smith Barney August 1975 - August 1994
Skills
Bonds, Fixed Income, Hedge Funds, Bloomberg, Series 7, Capital Markets, Due Diligence, Series 63, Trading Systems, Alternative Investments, Securities, Financial Markets, Equities, Electronic Trading, Trading
Education
New York University
Thomas Moran Trust January 2013 - Present
East Hampton Historical Society October 2008 - Present
Bonds.com February 2011 - July 2011
Beacon Capital Strategies October 2007 - February 2011
R. W. Pressprich November 1994 - October 2007
Salomon Smith Barney August 1975 - August 1994
Skills
Bonds, Fixed Income, Hedge Funds, Bloomberg, Series 7, Capital Markets, Due Diligence, Series 63, Trading Systems, Alternative Investments, Securities, Financial Markets, Equities, Electronic Trading, Trading
Education
New York University
Andrew Winick's Salomon Smith Barney Experience March 1997 - September 1999
Job Managing Director at Westbury Group LLC
Industry Investment Banking
Experience
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Westbury Group December 2008 - Present
Market Square Food Company, Inc. November 2012 - Present
Online Degree Navigator LLC March 2009 - Present
Morgan Stanley April 2006 - December 2007
Merrill Lynch September 1999 - May 2005
Salomon Smith Barney March 1997 - September 1999
BNP Paribas March 1993 - July 1997
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Corporate Finance, Start-ups, Entrepreneurship, Financial Analysis, Business Valuation, Financial Modeling, Business Development, Capital Raising, Technology, Capital Markets, Portfolio Management, Higher Education, Online Lead Generation
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Entrepreneurship, Graduated with Distinction
Skidmore College 1986 — 1990
BS, Finance
Sean Coates Sean Coates's Salomon Smith Barney Experience July 1998 - August 2000
Job Chief Technology Officer at CircleBack Lending
Industry Financial Services
Experience
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
CircleBack Lending July 2014 - Present
LendKey November 2011 - July 2014
Insight Card Services January 2011 - August 2011
Bank of America Merrill Lynch March 2010 - December 2010
Coates Computer Consulting Company April 2009 - December 2010
cfX Inc. March 2008 - April 2009
TheMuniCenter (now TMCBonds) October 2000 - March 2008
Salomon Smith Barney July 1998 - August 2000
Gruntal July 1997 - August 1998
PaineWebber March 1994 - July 1997
Skills
Laravel, PHP, R, Data Science, Statistics, Software Development, MySQL, Linux, Loan Origination, Loan Servicing, Kanban, Agile Methodologies, Database Design, Ruby on Rails, Technical Recruiting, SQL, Cloud Computing, Team Management, Project Management, Databases, System Architecture, Data Center, Software Engineering, System Administration, Infrastructure, PostgreSQL, Open Source, Oracle, Unix, Application Architecture, Data Modeling, Network Security, Solaris, Integration, Perl, Business Intelligence, Java, Design Patterns, Sybase, SDLC, Data Warehousing
Education
Northcentral University 2003 — 2009
Ph.D.
University of Arizona 1989 — 1990
M.S.
New Mexico Institute of Mining and Technology 1986 — 1989
B.S.
Philip Battaglia's Salomon Smith Barney Experience July 1998 - June 1999
Job Corporate Forecasting Manager at Caterpillar Inc.
Industry Financial Services
Experience
Caterpillar Inc. May 2015 - Present
Caterpillar Inc. December 2013 - May 2015
Caterpillar Inc. September 2012 - December 2013
Citi January 2009 - January 2012
Citi January 2006 - December 2008
Citi August 2002 - December 2005
Citi July 1999 - June 2002
Salomon Smith Barney July 1998 - June 1999
Battaglia Distributing Company June 1995 - June 1999
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Capital Markets, IPO, M&A experience, Valuation, Acquisitions, Financial Analysis, Credit Analysis, Capital Raising, Executive Management, Financial Services, Divestitures, Public Equity Offerings, High Yield Bonds, Investment Grade Bonds, M&A evaluation, Base Metals, Precious Metals, Coal Mining, Gold, Silver, Fairness Opinions, M&A Buyside, M&A Sellside, M&A Advisory Services, Convertible Bonds, Iron Ore
Education
Northwestern University 1995 — 1999
Bachelor of Arts, Economics, 3.9
Caterpillar Inc. May 2015 - Present
Caterpillar Inc. December 2013 - May 2015
Caterpillar Inc. September 2012 - December 2013
Citi January 2009 - January 2012
Citi January 2006 - December 2008
Citi August 2002 - December 2005
Citi July 1999 - June 2002
Salomon Smith Barney July 1998 - June 1999
Battaglia Distributing Company June 1995 - June 1999
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Capital Markets, IPO, M&A experience, Valuation, Acquisitions, Financial Analysis, Credit Analysis, Capital Raising, Executive Management, Financial Services, Divestitures, Public Equity Offerings, High Yield Bonds, Investment Grade Bonds, M&A evaluation, Base Metals, Precious Metals, Coal Mining, Gold, Silver, Fairness Opinions, M&A Buyside, M&A Sellside, M&A Advisory Services, Convertible Bonds, Iron Ore
Education
Northwestern University 1995 — 1999
Bachelor of Arts, Economics, 3.9
ALAN COHEN, CFP® ALAN COHEN, CFP®'s Salomon Smith Barney Experience January 1986 - January 2007
Job Senior Vice Presidentat UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Svc Inc January 2007 - Present
Salomon Smith Barney January 1986 - January 2007
Education
New York Institute of Technology 1984 — 1986
MBA, Finance
University of South Florida 1977 — 1980
BA, management and psych
bni
bni
UBS Financial Svc Inc January 2007 - Present
Salomon Smith Barney January 1986 - January 2007
Education
New York Institute of Technology 1984 — 1986
MBA, Finance
University of South Florida 1977 — 1980
BA, management and psych
bni
bni
Nikshan Patel (PMP) Nikshan Patel (PMP)'s Salomon Smith Barney Experience August 2000 - April 2003
Job Project Manager (VP) at Citi
Industry Financial Services
Experience
Citi December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2012 - December 2013
Morgan Stanley 2009 - May 2012
Morgan Stanley Smith Barney 2005 - 2009
Citigroup 2003 - 2005
Salomon Smith Barney August 2000 - April 2003
Skills
Enterprise Content..., Application Performance..., Project Management, HP BSM / BPM & Sitescope, TeaLeaf, Optier, CA Wily Introscope, BMC AppSight, IBM Content Management..., SiteScope, Wily Introscope, VMware ESX, Capacity Planning, ITIL, Software Project..., PMO, Enterprise Architecture, SOA, Integration, Solution Architecture, Unix, DB2, PMP, Requirements Analysis, Software Development, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Enterprise Software, Websphere, Vendor Management, IT Strategy, Data Modeling, IT Service Management, IT Management, Agile Methodologies, Agile Project Management, Solaris, Infrastructure, System Deployment, Project Delivery, System Architecture, Business Continuity, Java Enterprise Edition, Resource Management, Cloud Computing, SharePoint, Requirements Gathering, Business Intelligence
Education
New Jersey Institute of Technology
BS, Computer Science
Citi December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2012 - December 2013
Morgan Stanley 2009 - May 2012
Morgan Stanley Smith Barney 2005 - 2009
Citigroup 2003 - 2005
Salomon Smith Barney August 2000 - April 2003
Skills
Enterprise Content..., Application Performance..., Project Management, HP BSM / BPM & Sitescope, TeaLeaf, Optier, CA Wily Introscope, BMC AppSight, IBM Content Management..., SiteScope, Wily Introscope, VMware ESX, Capacity Planning, ITIL, Software Project..., PMO, Enterprise Architecture, SOA, Integration, Solution Architecture, Unix, DB2, PMP, Requirements Analysis, Software Development, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Enterprise Software, Websphere, Vendor Management, IT Strategy, Data Modeling, IT Service Management, IT Management, Agile Methodologies, Agile Project Management, Solaris, Infrastructure, System Deployment, Project Delivery, System Architecture, Business Continuity, Java Enterprise Edition, Resource Management, Cloud Computing, SharePoint, Requirements Gathering, Business Intelligence
Education
New Jersey Institute of Technology
BS, Computer Science
Jean Harris Jean Harris's Salomon Smith Barney Experience February 1997 - May 2002
Job Global Presence Ambassador at Parenting 2.0
Industry Professional Training & Coaching
Experience
Parenting 2.0 August 2012 - Present
Launching Life Strategies September 2006 - Present
Money Management International 2005 - March 2012
Pasadena ISD June 2002 - January 2005
Salomon Smith Barney February 1997 - May 2002
Security First Group 1996 - January 1997
AT&T August 1982 - January 1996
Skills
Investments, Public Speaking, Coaching, Personal Finance, Customer Service, Leadership, Adult Learning Theory, Instructional Design, Management, Non-profits, Nonprofits, Program Management, Training, Finance, Analysis, Time Management, Call Centers, Team Building, Leadership Development, Sales, Workshop Facilitation, Small Business, Organizational..., Marketing, Entrepreneurship, Executive Coaching, Strategic Planning, Staff Development
Education
Certified DISC Trainer
Morgan State University
M. S., Science Education
University of Maryland College Park
B. S., Science Education
Parenting 2.0 August 2012 - Present
Launching Life Strategies September 2006 - Present
Money Management International 2005 - March 2012
Pasadena ISD June 2002 - January 2005
Salomon Smith Barney February 1997 - May 2002
Security First Group 1996 - January 1997
AT&T August 1982 - January 1996
Skills
Investments, Public Speaking, Coaching, Personal Finance, Customer Service, Leadership, Adult Learning Theory, Instructional Design, Management, Non-profits, Nonprofits, Program Management, Training, Finance, Analysis, Time Management, Call Centers, Team Building, Leadership Development, Sales, Workshop Facilitation, Small Business, Organizational..., Marketing, Entrepreneurship, Executive Coaching, Strategic Planning, Staff Development
Education
Certified DISC Trainer
Morgan State University
M. S., Science Education
University of Maryland College Park
B. S., Science Education
Michael Aybinder Michael Aybinder's Salomon Smith Barney Experience May 1998 - August 2006
Job Senior Operational Risk Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Citigroup September 2007 - Present
Citi September 2007 - Present
Citigroup Technology Infrastructure September 2007 - Present
Citi 1998 - Present
Bank of America August 2006 - September 2007
Bank of America August 2006 - August 2007
Salomon Smith Barney May 1998 - August 2006
Citigroup Global Markets, Inc May 1998 - August 2006
Skills
Operational Risk..., Risk Management, Market Risk, Enterprise Risk..., Operational Risk, Financial Risk, Business Continuity, Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Disaster Recovery, Information Security, Change Management, Management, Leadership, Fixed Income, Financial Services, Investment Banking, Security, Mergers & Acquisitions, Banking, Credit Risk, Investments
Education
MBA 2002 — 2004
MBA, Finance
New York University 1994 — 1998
BA, Economics
New York University College of Arts & Science 1994 — 1998
Bachelor of Arts degree, Economics
Staten Island Technical High School 1990 — 1994
Regents and Citizenship endorsed High School Diploma
University of Phoenix
MBA, Information Systems and Finance
Bank of America July 2013 - Present
Citigroup September 2007 - Present
Citi September 2007 - Present
Citigroup Technology Infrastructure September 2007 - Present
Citi 1998 - Present
Bank of America August 2006 - September 2007
Bank of America August 2006 - August 2007
Salomon Smith Barney May 1998 - August 2006
Citigroup Global Markets, Inc May 1998 - August 2006
Skills
Operational Risk..., Risk Management, Market Risk, Enterprise Risk..., Operational Risk, Financial Risk, Business Continuity, Auditing, Internal Audit, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Disaster Recovery, Information Security, Change Management, Management, Leadership, Fixed Income, Financial Services, Investment Banking, Security, Mergers & Acquisitions, Banking, Credit Risk, Investments
Education
MBA 2002 — 2004
MBA, Finance
New York University 1994 — 1998
BA, Economics
New York University College of Arts & Science 1994 — 1998
Bachelor of Arts degree, Economics
Staten Island Technical High School 1990 — 1994
Regents and Citizenship endorsed High School Diploma
University of Phoenix
MBA, Information Systems and Finance
Taj Haslani Taj Haslani's Salomon Smith Barney Experience January 1996 - December 1996
Job EY Entrepreneur of the Year Finalist| SIA "Top 100 most influential people in Staffing"| HR Tech Evangelist
Industry Human Resources
Experience
3R Connect Systems January 2010 - Present
ApTask March 2010 - Present
Hudson Data LLC 2004 - Present
MyCareer.com 2013 - Present
Staffion (under development) 2012 - Present
NetPixel Inc. August 1998 - November 2009
Time Inc. January 1997 - February 1999
Citigroup January 1997 - June 1998
St. Paul Re. March 1996 - December 1996
Salomon Smith Barney January 1996 - December 1996
Skills
Executive Management, Technical Recruiting, Investors, Executive Search, Start-ups, Business Development, Recruiting, Talent Acquisition, Internet Recruiting, Management, Human Resources, Strategy, Contract Recruitment, Negotiation, Leadership, Project Management, Vendor Management, Entrepreneurship, Sourcing, Benefits Negotiation, Web Applications, Mobile Applications, Atlassian JIRA, Screening Resumes, Business Strategy, Business Networking, Sales, Permanent Placement, Search, Screening, Talent Management, Product Development, New Business Development, Team Management, CRM, Marketing, Networking, Social Networking, Venture Capital, Project Planning, Staffing Services, Management Consulting, Staff Augmentation, Lead Generation, Consulting, Information Technology, Temporary Placement, Applicant Tracking..., Outsourcing, Professional Services
Education
Osmania University 1978 — 1981
BCom, Economics
St. Francis De Sales Boys High School, Nizamabad 1970 — 1975
SSC, Mathematics
3R Connect Systems January 2010 - Present
ApTask March 2010 - Present
Hudson Data LLC 2004 - Present
MyCareer.com 2013 - Present
Staffion (under development) 2012 - Present
NetPixel Inc. August 1998 - November 2009
Time Inc. January 1997 - February 1999
Citigroup January 1997 - June 1998
St. Paul Re. March 1996 - December 1996
Salomon Smith Barney January 1996 - December 1996
Skills
Executive Management, Technical Recruiting, Investors, Executive Search, Start-ups, Business Development, Recruiting, Talent Acquisition, Internet Recruiting, Management, Human Resources, Strategy, Contract Recruitment, Negotiation, Leadership, Project Management, Vendor Management, Entrepreneurship, Sourcing, Benefits Negotiation, Web Applications, Mobile Applications, Atlassian JIRA, Screening Resumes, Business Strategy, Business Networking, Sales, Permanent Placement, Search, Screening, Talent Management, Product Development, New Business Development, Team Management, CRM, Marketing, Networking, Social Networking, Venture Capital, Project Planning, Staffing Services, Management Consulting, Staff Augmentation, Lead Generation, Consulting, Information Technology, Temporary Placement, Applicant Tracking..., Outsourcing, Professional Services
Education
Osmania University 1978 — 1981
BCom, Economics
St. Francis De Sales Boys High School, Nizamabad 1970 — 1975
SSC, Mathematics
Vis Kumar Vis Kumar's Salomon Smith Barney Experience 1993 - 1998
Job GWM Information Strategy & Data Management
Industry Financial Services
Experience
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
Vincent Campitelli II Vincent Campitelli II's Salomon Smith Barney Experience 1995 - 1999
Job VP IT Risk Management at McKesson Corporation
Industry Hospital & Health Care
Experience
McKesson Corporation February 2008 - Present
BusinessGenetics & xBML Innovations 2006 - 2008
Wachovia Corporation April 2002 - December 2007
Guardent 2001 - 2002
STARCITE 2000 - 2001
STARCITE 2000 - 2001
STARCITE 2000 - 2001
Salomon Smith Barney 1995 - 1999
PWC 1978 - 1991
Skills
Management, Program Management, Leadership, Consulting, Process Improvement, Vendor Management
Education
University of Maryland College Park 1968 — 1970
MBA, Operations Research
Penn State University
BSME, Mechanical Engineering
McKesson Corporation February 2008 - Present
BusinessGenetics & xBML Innovations 2006 - 2008
Wachovia Corporation April 2002 - December 2007
Guardent 2001 - 2002
STARCITE 2000 - 2001
STARCITE 2000 - 2001
STARCITE 2000 - 2001
Salomon Smith Barney 1995 - 1999
PWC 1978 - 1991
Skills
Management, Program Management, Leadership, Consulting, Process Improvement, Vendor Management
Education
University of Maryland College Park 1968 — 1970
MBA, Operations Research
Penn State University
BSME, Mechanical Engineering
Rick Wolfgram's Salomon Smith Barney Experience July 1998 - July 2000
Job Managing Director, Internet & Digital Media Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
SunTrust Robinson Humphrey September 2012 - Present
ThinkEquity LLC June 2007 - August 2012
826 Valencia December 2002 - September 2011
Seven Hills Partners August 2002 - June 2007
Inktomi Corporation July 2000 - July 2002
Salomon Smith Barney July 1998 - July 2000
Trilogy Capital Partners, Inc. June 1997 - September 1997
Salomon Brothers July 1995 - July 1996
Volpe Welty & Company July 1993 - July 1995
Merchants Trading 1984 - 1990
Skills
Mergers, IPO, Financial Modeling, Private Equity, Corporate Development, Venture Capital, Investment Banking, M&A experience, Start-ups, Strategic Partnerships, Financial Advisory, Corporate Finance, Mergers & Acquisitions, Management Consulting, Strategy, E-commerce, Valuation, Online Advertising, Investments, Due Diligence, Digital Media, Emerging Markets, LBO, Entrepreneurship, Investor Relations, Divestitures, Equity Research, Executive Management, Capital Markets, Competitive Analysis
Education
Kellogg School of Management 1996 — 1998
MBA, Finance, Strategy and Marketing
Stanford University 1992 — 1993
MS, Industrial Engineering
Stanford University 1988 — 1992
BS, Industrial Engineering
Lake Forest High School 1984 — 1988
AFS Tunisia 1987 1987 — 1987
Kyle Messman's Salomon Smith Barney Experience 1999 - 2001
Job
Industry Computer Software
Experience
Telogis October 2008 - Present
International Rectifier August 2005 - September 2008
Cappello Capital Corp. June 2004 - August 2005
Novell Technology Capital 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Corporate Development, Venture Capital, Private Equity, M&A experience, Strategic Financial..., Forecasting, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, SaaS, Finance, Strategy, Executive Management, Investments, Financial Planning
Education
Graziadio School of Business, Pepperdine University 2002 — 2004
MBA, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance, Entrepreneurial Management
Telogis October 2008 - Present
International Rectifier August 2005 - September 2008
Cappello Capital Corp. June 2004 - August 2005
Novell Technology Capital 2001 - 2002
Salomon Smith Barney 1999 - 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Corporate Finance, Valuation, Due Diligence, Corporate Development, Venture Capital, Private Equity, M&A experience, Strategic Financial..., Forecasting, Management, Portfolio Management, Mergers & Acquisitions, Investment Banking, SaaS, Finance, Strategy, Executive Management, Investments, Financial Planning
Education
Graziadio School of Business, Pepperdine University 2002 — 2004
MBA, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance, Entrepreneurial Management
Craig Berberian's Salomon Smith Barney Experience June 2000 - August 2000
Job Founder and Managing Partner at Empire Property Group LLC
Industry Real Estate
Experience
Empire Property Group LLC July 2010 - Present
Cantor Fitzgerald November 2009 - June 2010
LMD Worldwide December 2008 - November 2009
The Athena Group January 2008 - December 2008
KPMG Advisory May 2002 - December 2007
Salomon Smith Barney June 2000 - August 2000
Merril Lynch June 1999 - September 1999
Skills
Real Estate Development, Debt, Valuation, Investments, Apartments
Education
New York University 2005 — 2008
Master of Science, Real Estate Development
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Finance
Empire Property Group LLC July 2010 - Present
Cantor Fitzgerald November 2009 - June 2010
LMD Worldwide December 2008 - November 2009
The Athena Group January 2008 - December 2008
KPMG Advisory May 2002 - December 2007
Salomon Smith Barney June 2000 - August 2000
Merril Lynch June 1999 - September 1999
Skills
Real Estate Development, Debt, Valuation, Investments, Apartments
Education
New York University 2005 — 2008
Master of Science, Real Estate Development
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
Bachelor of Science, Finance
Richard Irving's Salomon Smith Barney Experience 1997 - 1998
Job
Industry Computer Software
Experience
IBM Cloud Unit January 2015 - Present
Dr. Lena Edwards Charter School July 2012 - Present
IBM Rational Software May 2005 - January 2015
Compware Corporation October 2003 - May 2005
AT&T October 2002 - October 2003
Alliance Capital Management October 1998 - September 2002
Salomon Smith Barney 1997 - 1998
Thomson Financial April 1994 - March 1997
Bear Stearns May 1985 - November 1990
Skills
Software Development, Scrum, UML, Java, Application Lifecycle..., RUP, SDLC, Cloud Computing, SOA, Agile Methodologies, OOAD, Linux, SQL, Requirements Analysis, Data Modeling, Unix, Solution Architecture, DB2, Websphere, Enterprise Software, Ruby, Rational Team Concert, Rational Requirements..., Release Management, uDeploy, uRelease, Perl, Business Analysis, WebSphere
Education
New Jersey City University 1990 — 1993
B.S. Business Management
IBM Cloud Unit January 2015 - Present
Dr. Lena Edwards Charter School July 2012 - Present
IBM Rational Software May 2005 - January 2015
Compware Corporation October 2003 - May 2005
AT&T October 2002 - October 2003
Alliance Capital Management October 1998 - September 2002
Salomon Smith Barney 1997 - 1998
Thomson Financial April 1994 - March 1997
Bear Stearns May 1985 - November 1990
Skills
Software Development, Scrum, UML, Java, Application Lifecycle..., RUP, SDLC, Cloud Computing, SOA, Agile Methodologies, OOAD, Linux, SQL, Requirements Analysis, Data Modeling, Unix, Solution Architecture, DB2, Websphere, Enterprise Software, Ruby, Rational Team Concert, Rational Requirements..., Release Management, uDeploy, uRelease, Perl, Business Analysis, WebSphere
Education
New Jersey City University 1990 — 1993
B.S. Business Management
Robert Roy's Salomon Smith Barney Experience September 1999 - October 2001
Job JPMC
Industry Banking
Experience
BlackRock June 2010 - February 2014
Morgan Stanley January 2007 - June 2010
Gartner 2001 - 2006
Salomon Smith Barney September 1999 - October 2001
UBS June 1998 - September 1999
Arab Banking Corporation 1996 - 1998
Raytheon 1991 - 1996
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
New York University 1987 — 1991
BA, Political Science
BlackRock June 2010 - February 2014
Morgan Stanley January 2007 - June 2010
Gartner 2001 - 2006
Salomon Smith Barney September 1999 - October 2001
UBS June 1998 - September 1999
Arab Banking Corporation 1996 - 1998
Raytheon 1991 - 1996
Education
The University of Connecticut School of Business 1999 — 2002
MBA, Finance
New York University 1987 — 1991
BA, Political Science
Peggy Nystrom's Salomon Smith Barney Experience January 1989 - January 1994
Job Operations Manager at Lake Street Capital Markets
Industry Financial Services
Experience
Lake Street Capital Markets December 2012 - Present
ThinkEquity Partners August 2002 - December 2012
Dain Rauscher, Inc January 2000 - January 2001
DAIN RAUSCHER, INC January 1995 - January 2001
RBC Dain Rauscher (formally DBI) 1995 - 2001
Dain Raucher, Inc January 1999 - January 2000
Dain Rauscher, Inc January 1997 - January 1999
Dain Rauchser, Inc January 1995 - January 1997
PRUDENTIAL SECURITIES January 1994 - January 1995
SALOMON SMITH BARNEY January 1989 - January 1994
Skills
Series 7, Series 63, Series 24, Series 8, Series 55, Trading, Investments, Capital Markets, Trading Systems, FINRA, Financial Services
Education
Marquette Senior High School
Northern Michigan University
University of Minnesota
Finance and Pre-Calculus
Lake Street Capital Markets December 2012 - Present
ThinkEquity Partners August 2002 - December 2012
Dain Rauscher, Inc January 2000 - January 2001
DAIN RAUSCHER, INC January 1995 - January 2001
RBC Dain Rauscher (formally DBI) 1995 - 2001
Dain Raucher, Inc January 1999 - January 2000
Dain Rauscher, Inc January 1997 - January 1999
Dain Rauchser, Inc January 1995 - January 1997
PRUDENTIAL SECURITIES January 1994 - January 1995
SALOMON SMITH BARNEY January 1989 - January 1994
Skills
Series 7, Series 63, Series 24, Series 8, Series 55, Trading, Investments, Capital Markets, Trading Systems, FINRA, Financial Services
Education
Marquette Senior High School
Northern Michigan University
University of Minnesota
Finance and Pre-Calculus
Carlos Ku's Salomon Smith Barney Experience 1996 - 2007
Job Vice President
Industry Financial Services
Experience
Albridge an affiliate of Pershing October 2008 - Present
BNY Mellon October 2008 - Present
Open Systems Technologies June 2007 - July 2008
JPMorgan Chase June 2007 - July 2008
Citi February 1996 - April 2007
Citigroup 1996 - 2007
Salomon Smith Barney 1996 - 2007
Digital UNIX June 1995 - February 1996
AT&T April 1980 - June 1995
Skills
Solaris, Disaster Recovery, Unix, SDLC, Perl, Data Center, Oracle, Enterprise Architecture, Information Security, Virtualization, SQL, Trading Systems, ITIL, Shell Scripting, Business Continuity, Capacity Planning, Servers, Red Hat Linux, Integration, SAN, Market Data, Vendor Management, IT Strategy, System Administration, Infrastructure, IT Management, Low Latency, IT Service Management, System Deployment, Troubleshooting, Requirements Analysis
Education
NJIT 1983 — 1986
MS
NYU 1978 — 1981
BS, Computer Science
Albridge an affiliate of Pershing October 2008 - Present
BNY Mellon October 2008 - Present
Open Systems Technologies June 2007 - July 2008
JPMorgan Chase June 2007 - July 2008
Citi February 1996 - April 2007
Citigroup 1996 - 2007
Salomon Smith Barney 1996 - 2007
Digital UNIX June 1995 - February 1996
AT&T April 1980 - June 1995
Skills
Solaris, Disaster Recovery, Unix, SDLC, Perl, Data Center, Oracle, Enterprise Architecture, Information Security, Virtualization, SQL, Trading Systems, ITIL, Shell Scripting, Business Continuity, Capacity Planning, Servers, Red Hat Linux, Integration, SAN, Market Data, Vendor Management, IT Strategy, System Administration, Infrastructure, IT Management, Low Latency, IT Service Management, System Deployment, Troubleshooting, Requirements Analysis
Education
NJIT 1983 — 1986
MS
NYU 1978 — 1981
BS, Computer Science
Thomas Smolenski's Salomon Smith Barney Experience computer operatorcbs1985 - 1998
Job COMPUTER OPERATOR at SALOMON SMITH BARNEY
Industry International Affairs
Experience
SALOMON SMITH BARNEY computer operatorcbs1985 - 1998
Education
New York Institute of Technology 1980 — 1984
SALOMON SMITH BARNEY computer operatorcbs1985 - 1998
Education
New York Institute of Technology 1980 — 1984
Greg Bottjer, CFA's Salomon Smith Barney Experience January 1995 - June 2000
Job Managing Director Head of Product Strategy
Industry Investment Management
Experience
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Nuveen Investments March 2007 - Present
PNC Wealth Management July 2002 - March 2007
Salomon Smith Barney January 1995 - June 2000
Skills
Series 7, Portfolio Management, Fixed Income, Alternative Investments, Equities, Mutual Funds, Investments, Hedge Funds, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Penn State University 1989 — 1993
BS, Economics
Ellen Bolin's Salomon Smith Barney Experience 1994 - 1998
Job Assistant Director, Finance at North Shore Long Island Jewish Health System
Industry Hospital & Health Care
Experience
North Shore Long Island Jewish Health System January 2010 - Present
North Shore Long Island Jewish Health System November 2004 - December 2009
Southside Hospital 2000 - 2004
VP International Accounting 1994 - 1998
Salomon Smith Barney 1994 - 1998
Smith Barney 1994 - 1998
Salomon Smith Barney 1994 - 1998
Prudential Securities 1991 - 1994
Drexel Burnham Lambert 1988 - 1991
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Microsoft Excel, PeopleSoft
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Accounting
Saint John's University 1984 — 1988
BS, Finance
North Shore Long Island Jewish Health System January 2010 - Present
North Shore Long Island Jewish Health System November 2004 - December 2009
Southside Hospital 2000 - 2004
VP International Accounting 1994 - 1998
Salomon Smith Barney 1994 - 1998
Smith Barney 1994 - 1998
Salomon Smith Barney 1994 - 1998
Prudential Securities 1991 - 1994
Drexel Burnham Lambert 1988 - 1991
Skills
Accounting, Financial Analysis, Forecasting, Budgets, Microsoft Excel, PeopleSoft
Education
Pace University - Lubin School of Business 1990 — 1995
Master of Business Administration (M.B.A.), Accounting
Saint John's University 1984 — 1988
BS, Finance
James Pacelli's Salomon Smith Barney Experience 2000 - 2001
Job Chief Risk Officer CIT Rail
Industry Financial Services
Experience
CIT 2012 - Present
Bank of America Business Capital 2008 - 2012
LaSalle Bank / ABN AMRO 2001 - 2008
Salomon Smith Barney 2000 - 2001
Deloitte & Touche 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance / Strategy
Northwestern University 1994 — 1998
Economics
CIT 2012 - Present
Bank of America Business Capital 2008 - 2012
LaSalle Bank / ABN AMRO 2001 - 2008
Salomon Smith Barney 2000 - 2001
Deloitte & Touche 1998 - 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance / Strategy
Northwestern University 1994 — 1998
Economics
Myung Cho's Salomon Smith Barney Experience July 1996 - 2000
Job Director, Global Linux Engineering and Operations
Industry Financial Services
Experience
Tower Research Capital March 2009 - Present
Hutchin Hill Capital July 2008 - January 2009
Bank of America 2000 - July 2008
Salomon Smith Barney July 1996 - 2000
Merrill Lynch December 1994 - July 1996
Salomon Brothers December 1993 - December 1994
Goldman Sachs June 1992 - December 1993
Skills
Market Data, Trading Systems, Perl, Solaris, Electronic Trading, Data Center, Unix, Low Latency, Linux, Fixed Income, Disaster Recovery, Distributed Systems, Unix Shell Scripting, High Availability, Shell Scripting, Equity Derivatives, Enterprise Architecture, Sybase, Credit Derivatives, Hedge Funds
Education
New York University 1988 — 1992
BA, Computer Science
Tower Research Capital March 2009 - Present
Hutchin Hill Capital July 2008 - January 2009
Bank of America 2000 - July 2008
Salomon Smith Barney July 1996 - 2000
Merrill Lynch December 1994 - July 1996
Salomon Brothers December 1993 - December 1994
Goldman Sachs June 1992 - December 1993
Skills
Market Data, Trading Systems, Perl, Solaris, Electronic Trading, Data Center, Unix, Low Latency, Linux, Fixed Income, Disaster Recovery, Distributed Systems, Unix Shell Scripting, High Availability, Shell Scripting, Equity Derivatives, Enterprise Architecture, Sybase, Credit Derivatives, Hedge Funds
Education
New York University 1988 — 1992
BA, Computer Science
Shaylee Holland's Salomon Smith Barney Experience January 2000 - December 2000
Job Indepedent Brand Partner at Nerium International
Industry Law Practice
Experience
Nerium International November 2012 - Present
Law Office of Shaylee Holland January 2001 - December 2012
Cassandra Capital Partners 2006 - April 2008
Cassandra AMG LLC September 2005 - April 2008
Aries K LLC January 2002 - January 2005
Salomon Smith Barney January 2000 - December 2000
Cunningham and Treadwell December 1997 - December 1999
National Association of Securities Dealers Inc May 1996 - December 1998
Skills
Securities, Strategy, Securities Regulation, Strategic Planning, Mergers & Acquisitions, Litigation, Due Diligence, Contract Negotiation, Corporate Governance, Public Speaking, Corporate Law, Legal Research, Microsoft Office, Commercial Litigation, Intellectual Property
Education
Pepperdine University School of Law 1994 — 1997
Doctor of Law (JD)
Northern Arizona University-The W. A. Franke College of Business 1989 — 1994
Finance, Finance, Accounting
Nerium International November 2012 - Present
Law Office of Shaylee Holland January 2001 - December 2012
Cassandra Capital Partners 2006 - April 2008
Cassandra AMG LLC September 2005 - April 2008
Aries K LLC January 2002 - January 2005
Salomon Smith Barney January 2000 - December 2000
Cunningham and Treadwell December 1997 - December 1999
National Association of Securities Dealers Inc May 1996 - December 1998
Skills
Securities, Strategy, Securities Regulation, Strategic Planning, Mergers & Acquisitions, Litigation, Due Diligence, Contract Negotiation, Corporate Governance, Public Speaking, Corporate Law, Legal Research, Microsoft Office, Commercial Litigation, Intellectual Property
Education
Pepperdine University School of Law 1994 — 1997
Doctor of Law (JD)
Northern Arizona University-The W. A. Franke College of Business 1989 — 1994
Finance, Finance, Accounting
Eric Howell's Salomon Smith Barney Experience August 2001 - November 2003
Job Senior Vice President, Afghanistan Regional Business Unit at Chemonics International Inc
Industry Executive Office
Experience
Chemonics International Inc January 2015 - Present
Chemonics International Inc October 2007 - January 2015
Optimation Investment Management December 2004 - December 2005
Salomon Smith Barney August 2001 - November 2003
International Finance Corporation June 1997 - July 1999
International Finance Corporation August 1996 - June 1997
International Finance Corporation August 1996 - June 1997
CARANA Corporation July 1995 - August 1996
Price Waterhouse Management Consultants 1993 - 1994
Skills
Investment Banking, Finance, International..., Managerial Finance, Financial Analysis, Financial Modeling, Marketing, Economic Development, Strategy, Strategic Planning, Emerging Markets, Capacity Building, Management Consulting, Business Strategy, Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
University of Washington 1991 — 1993
MS, Statistics
Pomona College 1987 — 1991
BA, Mathematics
Chemonics International Inc January 2015 - Present
Chemonics International Inc October 2007 - January 2015
Optimation Investment Management December 2004 - December 2005
Salomon Smith Barney August 2001 - November 2003
International Finance Corporation June 1997 - July 1999
International Finance Corporation August 1996 - June 1997
International Finance Corporation August 1996 - June 1997
CARANA Corporation July 1995 - August 1996
Price Waterhouse Management Consultants 1993 - 1994
Skills
Investment Banking, Finance, International..., Managerial Finance, Financial Analysis, Financial Modeling, Marketing, Economic Development, Strategy, Strategic Planning, Emerging Markets, Capacity Building, Management Consulting, Business Strategy, Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA)
University of Washington 1991 — 1993
MS, Statistics
Pomona College 1987 — 1991
BA, Mathematics
Karen Cassidy (kcassidy55@live.com)'s Salomon Smith Barney Experience January 1993 - March 1999
Job Managing Director , Treasurer at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
TDAmeritrade January 2015 - Present
Morgan Stanley May 2011 - January 2015
Watchung Borough Somerset, New Jersey January 2011 - April 2013
Citigroup September 2002 - April 2005
Citigroup-Salomon Smith Barney February 1999 - September 2002
Salomon Smith Barney January 1993 - March 1999
Primerica/ Smith Barney August 1990 - January 1993
Shearson Lehman Brothers 1982 - 1990
Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance/Economics
Monmouth University 1974 — 1978
BA, Business Adminstration
Bill DeSanto, CIMA's Salomon Smith Barney Experience 1996 - 1998
Job Executive Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
UBS Global Asset Management August 2015 - Present
Charles Schwab Investment Management August 2013 - December 2014
Russell Investments June 2011 - August 2013
Eagle Asset Management December 2008 - June 2011
J. & W. Seligman & Co. Incorporated January 2005 - November 2008
J&W Seligman 2000 - 2004
Harris Bretall Sullivan & Smith 2000 - 2000
Murray Johnstone 1998 - 1999
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Hedge Funds, Asset Management, Product Management, Institutional, Marketing Strategy, Product Marketing, Investments, Fixed Income, Wealth Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Strategy, Investment Strategies, Separately Managed..., Series 7, Equities
Education
Northeastern University 1991 — 1995
BS, Finance, Management
Srinivas Tolety's Salomon Smith Barney Experience 1997 - 2000
Job Technical Development Manager at Healthedge
Industry Computer Software
Experience
Healthedge April 2011 - Present
Harvard Pilgrim Health Care August 2009 - April 2011
Act3 Technologies May 2009 - September 2010
OMS SafeHarbor 2007 - 2009
Verizon 2004 - 2006
Virtusa 2002 - 2004
Lucent Technologies 2000 - 2002
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Java Enterprise Edition, Agile Methodologies, XML, Scrum, SOA, Hibernate, Tomcat, Java, Software Development, Spring, EDI, Java Multi threading
Education
New Jersey Institute of Technology 1995 — 1997
M.S., Computer Science
Healthedge April 2011 - Present
Harvard Pilgrim Health Care August 2009 - April 2011
Act3 Technologies May 2009 - September 2010
OMS SafeHarbor 2007 - 2009
Verizon 2004 - 2006
Virtusa 2002 - 2004
Lucent Technologies 2000 - 2002
Salomon Smith Barney 1997 - 2000
Skills
Web Services, Java Enterprise Edition, Agile Methodologies, XML, Scrum, SOA, Hibernate, Tomcat, Java, Software Development, Spring, EDI, Java Multi threading
Education
New Jersey Institute of Technology 1995 — 1997
M.S., Computer Science
Carmine Bruno's Salomon Smith Barney Experience 1998 - 2001
Job Desktop Engineer at The Blackstone Group
Industry Computer Software
Experience
The Blackstone Group June 2012 - Present
Eden Technologies 2008 - June 2012
RennerBrown 2007 - 2008
Kforce\Kraft 2005 - 2007
Altria and Kraft Foods 2004 - 2006
Salomon Smith Barney 1998 - 2001
Skills
Vendor Management, Active Directory, System Deployment, Virtualization, Windows Server, Windows 7, SCCM, VMware, SharePoint, ITIL, System Administration, Disaster Recovery
Education
Pace University - Lubin School of Business 1982 — 1986
The Blackstone Group June 2012 - Present
Eden Technologies 2008 - June 2012
RennerBrown 2007 - 2008
Kforce\Kraft 2005 - 2007
Altria and Kraft Foods 2004 - 2006
Salomon Smith Barney 1998 - 2001
Skills
Vendor Management, Active Directory, System Deployment, Virtualization, Windows Server, Windows 7, SCCM, VMware, SharePoint, ITIL, System Administration, Disaster Recovery
Education
Pace University - Lubin School of Business 1982 — 1986
Jeff Todaro's Salomon Smith Barney Experience February 1998 - May 1999
Job VP at Citi Prime Finance Client Service/Geneva
Industry Financial Services
Experience
Citi October 2012 - Present
Citi Prime Finance Client Service/ Geneva June 2007 - October 2013
Credit Suisse January 2000 - June 2007
Pershing May 1999 - January 2000
Salomon Smith Barney, February 1998 - May 1999
Skills
Performance Reporting, Bloomberg, Prime Brokerage, Series 7, Client Service, Account Reconciliation, Microsoft Office, Advent, Financial Reporting, Fund Accounting, Financial Services, Client Services, FX Options, Middle Office, Portfolio Management, Trading
Education
Pace University 1992 — 1997
BS, Finance, General
Pace University-Pleasantville/Briarcliff Campus 1992 — 1997
BBA finance, Finance
Citi October 2012 - Present
Citi Prime Finance Client Service/ Geneva June 2007 - October 2013
Credit Suisse January 2000 - June 2007
Pershing May 1999 - January 2000
Salomon Smith Barney, February 1998 - May 1999
Skills
Performance Reporting, Bloomberg, Prime Brokerage, Series 7, Client Service, Account Reconciliation, Microsoft Office, Advent, Financial Reporting, Fund Accounting, Financial Services, Client Services, FX Options, Middle Office, Portfolio Management, Trading
Education
Pace University 1992 — 1997
BS, Finance, General
Pace University-Pleasantville/Briarcliff Campus 1992 — 1997
BBA finance, Finance
Jennifer Argabright's Salomon Smith Barney Experience June 1994 - June 1995
Job Attorney at U.S. Consumer Product Safety Commission
Industry Law Practice
Experience
U.S. Consumer Product Safety Commission January 2011 - Present
Debevoise & Plimpton 2000 - December 2010
Nerac October 1995 - August 1997
Salomon Smith Barney June 1994 - June 1995
Skills
Administrative..., Litigation, Product Safety, Administrative Law, Regulatory Analysis, Investigation, Strategic Negotiations, Legal Compliance, Legal Research, Securities Litigation, Corporate Governance, Product Liability
Education
New York Law School 1997 — 2000
J.D.
Southwestern University 1989 — 1993
B.A., English, History
U.S. Consumer Product Safety Commission January 2011 - Present
Debevoise & Plimpton 2000 - December 2010
Nerac October 1995 - August 1997
Salomon Smith Barney June 1994 - June 1995
Skills
Administrative..., Litigation, Product Safety, Administrative Law, Regulatory Analysis, Investigation, Strategic Negotiations, Legal Compliance, Legal Research, Securities Litigation, Corporate Governance, Product Liability
Education
New York Law School 1997 — 2000
J.D.
Southwestern University 1989 — 1993
B.A., English, History
Daniel Borges's Salomon Smith Barney Experience December 1993 - November 1997
Job Sr. Director Architecture at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
David Aylor's Salomon Smith Barney Experience 2000 - 2002
Job Assistant Professor at North Carolina State University
Industry Higher Education
Experience
North Carolina State University August 2013 - Present
University of North Carolina at Chapel Hill April 2008 - August 2013
Salomon Smith Barney 2000 - 2002
Blackbaud, Inc. 1998 - 2000
The Nature Conservancy of Alaska 1996 - 1997
Education
North Carolina State University 2002 — 2008
PhD, Bioinformatics
University of Virginia 1992 — 1996
BA, Environmental Science
North Carolina State University August 2013 - Present
University of North Carolina at Chapel Hill April 2008 - August 2013
Salomon Smith Barney 2000 - 2002
Blackbaud, Inc. 1998 - 2000
The Nature Conservancy of Alaska 1996 - 1997
Education
North Carolina State University 2002 — 2008
PhD, Bioinformatics
University of Virginia 1992 — 1996
BA, Environmental Science
John Pospisil's Salomon Smith Barney Experience April 1999 - October 2000
Job QC Administrator at New York Community Bank
Industry Banking
Experience
New York Community Bank July 2002 - Present
Prudential Financial October 2000 - June 2001
Salomon Smith Barney April 1999 - October 2000
Manpower Inc. March 1998 - April 1999
Avery Publishing Group 1987 - 1998
Skills
Accounts Receivable, Loans, Banking, Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Mortgage Lending, Financial Modeling, Software Documentation, Finance, Credit Analysis, Auditing, Access
Education
New York Institute of Technology 1988 — 1992
New York Community Bank July 2002 - Present
Prudential Financial October 2000 - June 2001
Salomon Smith Barney April 1999 - October 2000
Manpower Inc. March 1998 - April 1999
Avery Publishing Group 1987 - 1998
Skills
Accounts Receivable, Loans, Banking, Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Mortgage Lending, Financial Modeling, Software Documentation, Finance, Credit Analysis, Auditing, Access
Education
New York Institute of Technology 1988 — 1992
Taft Quincey Heatley's Salomon Smith Barney Experience July 1998 - September 2002
Job Executive Pastor at Ray of Hope Christian Church
Industry Religious Institutions
Experience
Ray of Hope Christian Church July 2007 - Present
NYC Department of Homeless Services September 2003 - June 2004
Salomon Smith Barney July 1998 - September 2002
Skills
Nonprofits, Public Speaking, Strategic Planning, Program Management, Community Outreach, Leadership Development, Financial Analysis, Customer Service, Team Leadership, Non-profits, Project Management, Volunteer Management, Team Building, Research, Coaching, Strategy, Leadership, Training, Fundraising, Microsoft Office, Teaching, Staff Development, Program Development, Social Media, Entrepreneurship, Process Improvement, PowerPoint, Management, Grant Writing, Budgets, Cross-functional Team..., Organizational..., Analysis, Pastoral Care, Event Planning, Conflict Resolution, Religion, Administration, Non-profit..., Theology, Youth Ministry, Preaching, Pastoral Counseling, Biblical Studies, Discipleship, Evangelism, Spiritual Direction
Education
Princeton Theological Seminary 2004 — 2007
M Div, Divinity
Morehouse College 1993 — 1998
Bachelor of Science, Mathematics/Physics
Ray of Hope Christian Church July 2007 - Present
NYC Department of Homeless Services September 2003 - June 2004
Salomon Smith Barney July 1998 - September 2002
Skills
Nonprofits, Public Speaking, Strategic Planning, Program Management, Community Outreach, Leadership Development, Financial Analysis, Customer Service, Team Leadership, Non-profits, Project Management, Volunteer Management, Team Building, Research, Coaching, Strategy, Leadership, Training, Fundraising, Microsoft Office, Teaching, Staff Development, Program Development, Social Media, Entrepreneurship, Process Improvement, PowerPoint, Management, Grant Writing, Budgets, Cross-functional Team..., Organizational..., Analysis, Pastoral Care, Event Planning, Conflict Resolution, Religion, Administration, Non-profit..., Theology, Youth Ministry, Preaching, Pastoral Counseling, Biblical Studies, Discipleship, Evangelism, Spiritual Direction
Education
Princeton Theological Seminary 2004 — 2007
M Div, Divinity
Morehouse College 1993 — 1998
Bachelor of Science, Mathematics/Physics
Jenni Gardner's Salomon Smith Barney Experience 2006 - 2006
Job Pricing Analyst
Industry Airlines/Aviation
Experience
L-3 Vertex Logistics Solutions January 2007 - Present
Salomon Smith Barney 2006 - 2006
Skills
Process Improvement, Government Contracting, Pricing, Aviation, Security Clearance, Aerospace, DoD, Microsoft Office
Education
Mississippi College 2004 — 2006
Bachelor, Business Administration
L-3 Vertex Logistics Solutions January 2007 - Present
Salomon Smith Barney 2006 - 2006
Skills
Process Improvement, Government Contracting, Pricing, Aviation, Security Clearance, Aerospace, DoD, Microsoft Office
Education
Mississippi College 2004 — 2006
Bachelor, Business Administration
Dinesh Bhatti's Salomon Smith Barney Experience February 1999 - June 2003
Job VP at Citi
Industry Financial Services
Experience
Citi January 2007 - Present
Citi January 2005 - December 2006
Citi July 2003 - December 2004
Salomon Smith Barney February 1999 - June 2003
UBS July 1997 - January 1999
Skills
Unix, Vendor Management, Trading Systems, Investment Banking, Electronic Trading, Fixed Income, Derivatives, SDLC, Credit Derivatives, Equities, Unix Shell Scripting, Enterprise Architecture, Capital Markets, Sybase, Data Center, Disaster Recovery, Banking, Risk Management, Middle Office, Solaris, Low Latency, Prime Brokerage, Interest Rate..., Market Data, FX Options, Equity Derivatives
Education
New Jersey Institute of Technology
Master of Science (MS), Computer Science
Netaji Subhas Institute of Technology
BE, Electronics and Communications
Citi January 2007 - Present
Citi January 2005 - December 2006
Citi July 2003 - December 2004
Salomon Smith Barney February 1999 - June 2003
UBS July 1997 - January 1999
Skills
Unix, Vendor Management, Trading Systems, Investment Banking, Electronic Trading, Fixed Income, Derivatives, SDLC, Credit Derivatives, Equities, Unix Shell Scripting, Enterprise Architecture, Capital Markets, Sybase, Data Center, Disaster Recovery, Banking, Risk Management, Middle Office, Solaris, Low Latency, Prime Brokerage, Interest Rate..., Market Data, FX Options, Equity Derivatives
Education
New Jersey Institute of Technology
Master of Science (MS), Computer Science
Netaji Subhas Institute of Technology
BE, Electronics and Communications
Richard McCurchin's Salomon Smith Barney Experience August 1998 - April 1999
Job Computer Systems Manager, Information Technology
Industry Information Technology and Services
Experience
New York City Department of Finance May 2010 - Present
Free Lance Consulting January 1994 - Present
JPMorgan Chase July 2008 - December 2008
Intel July 2007 - June 2008
Thomson Financial 2006 - 2007
E&B Giftware 2004 - 2005
E&B Giftware 2004 - 2005
NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM June 2003 - July 2004
Goldman Sachs April 1999 - October 2001
SALOMON SMITH BARNEY August 1998 - April 1999
Education
New York Institute of Technology 1999 — 2001
Masters, Instructional Technology
Pratt Institute 1988 — 1992
Bachelors, Electrical Engineering
New York City Department of Finance May 2010 - Present
Free Lance Consulting January 1994 - Present
JPMorgan Chase July 2008 - December 2008
Intel July 2007 - June 2008
Thomson Financial 2006 - 2007
E&B Giftware 2004 - 2005
E&B Giftware 2004 - 2005
NEW YORK CITY EMPLOYEES RETIREMENT SYSTEM June 2003 - July 2004
Goldman Sachs April 1999 - October 2001
SALOMON SMITH BARNEY August 1998 - April 1999
Education
New York Institute of Technology 1999 — 2001
Masters, Instructional Technology
Pratt Institute 1988 — 1992
Bachelors, Electrical Engineering
Matt Fitzgerald, CFP®'s Salomon Smith Barney Experience 2000 - 2001
Job Financial Advisor
Industry Financial Services
Experience
E3 Consultants Group, LLC September 2008 - Present
AIG Retirement 2003 - 2008
US Bancorp 2001 - 2003
Salomon Smith Barney 2000 - 2001
Dr Pepper/Seven Up Inc. 1996 - 1999
Skills
Retirement Planning, Wealth Management, Finance, Fixed Annuities, Retirement, Securities, Mutual Funds, Investments, Series 7, Asset Management, Wealth Management..., Financial Services, Variable Annuities
Education
Ohio University 1991 — 1996
Bachelor of Business Administration, Marketing and Management Information Systems
E3 Consultants Group, LLC September 2008 - Present
AIG Retirement 2003 - 2008
US Bancorp 2001 - 2003
Salomon Smith Barney 2000 - 2001
Dr Pepper/Seven Up Inc. 1996 - 1999
Skills
Retirement Planning, Wealth Management, Finance, Fixed Annuities, Retirement, Securities, Mutual Funds, Investments, Series 7, Asset Management, Wealth Management..., Financial Services, Variable Annuities
Education
Ohio University 1991 — 1996
Bachelor of Business Administration, Marketing and Management Information Systems
Kenneth Weinstein's Salomon Smith Barney Experience 1997 - 1998
Job Senior Director at Kroll Bond Rating Agency, Inc.
Industry Financial Services
Experience
Kroll Bond Rating Agency, Inc. April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
Coleman Research Group February 2009 - December 2011
Global Credit Advisory Services, LLC April 2008 - December 2011
The Breakstone Group 2009 - November 2011
MetLife, Inc. 2004 - 2008
Citigroup 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Brothers, Inc. 1996 - 1997
Standard & Poor's (S&P) 1992 - 1996
Skills
Capital Markets, Debt, Credit Analysis, Fixed Income, Corporate Finance, Investment Banking, Leveraged Finance
Education
New York University
BA, Economics and Finance
New York University - Leonard N. Stern School of Business
MBA, Finance and Banking
Kroll Bond Rating Agency, Inc. April 2013 - Present
US Securities and Exchange Commission December 2011 - April 2013
Coleman Research Group February 2009 - December 2011
Global Credit Advisory Services, LLC April 2008 - December 2011
The Breakstone Group 2009 - November 2011
MetLife, Inc. 2004 - 2008
Citigroup 1998 - 2002
Salomon Smith Barney 1997 - 1998
Salomon Brothers, Inc. 1996 - 1997
Standard & Poor's (S&P) 1992 - 1996
Skills
Capital Markets, Debt, Credit Analysis, Fixed Income, Corporate Finance, Investment Banking, Leveraged Finance
Education
New York University
BA, Economics and Finance
New York University - Leonard N. Stern School of Business
MBA, Finance and Banking
Sal Parascandola's Salomon Smith Barney Experience December 1997 - August 1998
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Kimberly Bowden's Salomon Smith Barney Experience August 2000 - September 2001
Job Human Resources Specialist
Industry Human Resources
Experience
DIVERSE HR & OFFICE SOLUTIONS January 2003 - September 2012
Nakajima USA April 2005 - March 2006
ETHNIC INDUSTRIES July 1993 - January 2003
Salomon Smith Barney August 2000 - September 2001
Pfizer June 1998 - October 1999
Skills
Employee Relations, Performance Appraisal, Succession Planning, Talent Management, Recruiting, Talent Acquisition, Applicant Tracking..., Team Building, HR Consulting, Technical Recruiting, Strategic Planning, Executive Search, Onboarding, International HR, HRIS, FMLA, Benefits Negotiation, EEO, Budgets, Management, Organizational..., Screening, Temporary Placement, Affirmative Action, Interviews, Internet Recruiting, Payroll, Job Descriptions, Program Management, Workforce Planning, Change Management, Policy, Training, New Hire Orientations, Leadership, Employee Handbooks, Job Analysis, Coaching, College Recruiting, Human Resources, Screening Resumes, Sourcing, Personnel Management, Performance Management, Strategy, Project Management, Deferred Compensation, Employee Benefits, Leadership Development, Staffing Services
Education
University of Maryland University College 2010 — 2014
BS, Pursuing Business Management and Administration; Human Resources
Norfolk State University 1995 — 1998
Business Management and Administration
Gloucester High School & Cosmetology School 1991 — 1995
DIVERSE HR & OFFICE SOLUTIONS January 2003 - September 2012
Nakajima USA April 2005 - March 2006
ETHNIC INDUSTRIES July 1993 - January 2003
Salomon Smith Barney August 2000 - September 2001
Pfizer June 1998 - October 1999
Skills
Employee Relations, Performance Appraisal, Succession Planning, Talent Management, Recruiting, Talent Acquisition, Applicant Tracking..., Team Building, HR Consulting, Technical Recruiting, Strategic Planning, Executive Search, Onboarding, International HR, HRIS, FMLA, Benefits Negotiation, EEO, Budgets, Management, Organizational..., Screening, Temporary Placement, Affirmative Action, Interviews, Internet Recruiting, Payroll, Job Descriptions, Program Management, Workforce Planning, Change Management, Policy, Training, New Hire Orientations, Leadership, Employee Handbooks, Job Analysis, Coaching, College Recruiting, Human Resources, Screening Resumes, Sourcing, Personnel Management, Performance Management, Strategy, Project Management, Deferred Compensation, Employee Benefits, Leadership Development, Staffing Services
Education
University of Maryland University College 2010 — 2014
BS, Pursuing Business Management and Administration; Human Resources
Norfolk State University 1995 — 1998
Business Management and Administration
Gloucester High School & Cosmetology School 1991 — 1995
Cortney Marcus's Salomon Smith Barney Experience March 1999 - August 2001
Job Information Technology & Intellectual Property Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2001 - Present
Salomon Smith Barney March 1999 - August 2001
Metropolitan Life Insurance Company September 1998 - March 1999
Abrams & Martin PC 1996 - 1998
Kaye Scholer LLP 1994 - 1995
Skills
Vendor Management, Risk Management, Information Technology, Outsourcing, Due Diligence, Intellectual Property, Licensing, Mergers, Contract Negotiation, Start-ups, Executive Management, Mergers & Acquisitions, Management, Legal Writing, Legal Assistance
Education
New York Law School 1995 — 1998
J.D.
Skidmore College 1988 — 1992
B.S., Business
Calhoun School
Credit Suisse August 2001 - Present
Salomon Smith Barney March 1999 - August 2001
Metropolitan Life Insurance Company September 1998 - March 1999
Abrams & Martin PC 1996 - 1998
Kaye Scholer LLP 1994 - 1995
Skills
Vendor Management, Risk Management, Information Technology, Outsourcing, Due Diligence, Intellectual Property, Licensing, Mergers, Contract Negotiation, Start-ups, Executive Management, Mergers & Acquisitions, Management, Legal Writing, Legal Assistance
Education
New York Law School 1995 — 1998
J.D.
Skidmore College 1988 — 1992
B.S., Business
Calhoun School
Sevag Karrian's Salomon Smith Barney Experience February 2001 - May 2003
Job Operations Project Manager
Industry Capital Markets
Experience
Bank of America July 2012 - Present
Bank of America October 2010 - July 2012
Bank of America October 2007 - July 2010
Bank of America December 2003 - May 2006
Salomon Smith Barney February 2001 - May 2003
Skills
Investments, Leadership, Access, Portfolio Management, Loans, Finance, Management, Auditing, Microsoft Excel, Analysis, Banking, Business Analysis, Financial Modeling, Internal Audit, Loan Servicing, Financial Risk, Project Management, Real Estate, Strategic Planning, Risk Management, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
graduate
University of California, Irvine (UCI) 1999 — 2003
Bachelor of Arts, Economics
Flintridge Prep 1996 — 1999
Bank of America July 2012 - Present
Bank of America October 2010 - July 2012
Bank of America October 2007 - July 2010
Bank of America December 2003 - May 2006
Salomon Smith Barney February 2001 - May 2003
Skills
Investments, Leadership, Access, Portfolio Management, Loans, Finance, Management, Auditing, Microsoft Excel, Analysis, Banking, Business Analysis, Financial Modeling, Internal Audit, Loan Servicing, Financial Risk, Project Management, Real Estate, Strategic Planning, Risk Management, Process Improvement
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
graduate
University of California, Irvine (UCI) 1999 — 2003
Bachelor of Arts, Economics
Flintridge Prep 1996 — 1999
F.H. Ahlborn's Salomon Smith Barney Experience August 2000 - August 2002
Job Sr. Vice President
Industry Financial Services
Experience
US Bank September 2010 - Present
HCC Insurance Holdings, Inc. December 2009 - October 2010
Wachovia Securities, LLC February 2004 - September 2008
AEGON September 2002 - January 2004
Salomon Smith Barney August 2000 - August 2002
MetLife 1992 - 1998
Education
The University of Chicago 1998 — 2000
MBA, Finance
Northwestern University 1987 — 1992
BA/BM, Mathematics and Music
US Bank September 2010 - Present
HCC Insurance Holdings, Inc. December 2009 - October 2010
Wachovia Securities, LLC February 2004 - September 2008
AEGON September 2002 - January 2004
Salomon Smith Barney August 2000 - August 2002
MetLife 1992 - 1998
Education
The University of Chicago 1998 — 2000
MBA, Finance
Northwestern University 1987 — 1992
BA/BM, Mathematics and Music
Richard Mahee's Salomon Smith Barney Experience 1985 - 1998
Job RETIRED
Industry Higher Education
Experience
RETIRED June 2013 - Present
Delaware State University January 2007 - June 2013
Salomon Brothers 1985 - 1998
Salomon Smith Barney 1985 - 1998
Skills
Public Speaking, Leadership, Strategic Planning, Higher Education, University Teaching, Teaching, Academic Advising, Data Analysis, E-Learning, Microsoft Office, Microsoft Word, Program Management, Leadership Development, Research, Program Development, Curriculum Development, Microsoft Excel, Access, Student Development, Analysis, College Teaching, Project Management, Fundraising, Curriculum Design, PowerPoint, Staff Development, Student Affairs, Event Planning, Management, Qualitative Research, Adult Education, Customer Service, Organizational..., Nonprofits, Business Analysis
Education
Pace University - Lubin School of Business 1994 — 2005
Doctorate, Management / Information Systems
RETIRED June 2013 - Present
Delaware State University January 2007 - June 2013
Salomon Brothers 1985 - 1998
Salomon Smith Barney 1985 - 1998
Skills
Public Speaking, Leadership, Strategic Planning, Higher Education, University Teaching, Teaching, Academic Advising, Data Analysis, E-Learning, Microsoft Office, Microsoft Word, Program Management, Leadership Development, Research, Program Development, Curriculum Development, Microsoft Excel, Access, Student Development, Analysis, College Teaching, Project Management, Fundraising, Curriculum Design, PowerPoint, Staff Development, Student Affairs, Event Planning, Management, Qualitative Research, Adult Education, Customer Service, Organizational..., Nonprofits, Business Analysis
Education
Pace University - Lubin School of Business 1994 — 2005
Doctorate, Management / Information Systems
Wes Walraven's Salomon Smith Barney Experience August 1995 - February 2000
Job Global CoHead, Industrials at Citi
Industry Investment Banking
Experience
Citi August 2010 - Present
Citi July 2005 - August 2010
Merrill Lynch & Co. February 2000 - July 2005
Salomon Smith Barney August 1995 - February 2000
CS First Boston June 1992 - August 1995
CS First Boston June 1990 - June 1992
The First Boston Company September 1986 - June 1990
Skills
Mergers & Acquisitions, Management, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Emerging Markets, Financial Analysis, Investments, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1985 — 1986
M.M., Finance
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Finance, General
Citi August 2010 - Present
Citi July 2005 - August 2010
Merrill Lynch & Co. February 2000 - July 2005
Salomon Smith Barney August 1995 - February 2000
CS First Boston June 1992 - August 1995
CS First Boston June 1990 - June 1992
The First Boston Company September 1986 - June 1990
Skills
Mergers & Acquisitions, Management, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Emerging Markets, Financial Analysis, Investments, Financial Structuring
Education
Northwestern University - Kellogg School of Management 1985 — 1986
M.M., Finance
The University of Georgia 1980 — 1983
Bachelor of Business Administration (BBA), Finance, General
Jonathan Barden's Salomon Smith Barney Experience 1998 - 2001
Job Portfolio Manager at Panoptic Capital Management
Industry Investment Banking
Experience
Radar Capital Management (formerly Panoptic Capital Management) October 2010 - Present
Citi July 2001 - October 2010
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1997 - 1998
JPMorgan Chase 1996 - 1996
IBM 1992 - 1993
Skills
Risk Management, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Asset Managment, Capital Markets, Portfolio Management, Investments, Equity Derivatives, Series 7, Valuation, Financial Modeling, Equity Research, Trading Systems, Series 63, Fund Of Funds, Financial Markets
Education
University of Wisconsin-Madison 1995 — 1997
MS, Finance
Northwestern University 1991 — 1995
BA, Applied Mathematics, International Studies
Radar Capital Management (formerly Panoptic Capital Management) October 2010 - Present
Citi July 2001 - October 2010
Salomon Smith Barney 1998 - 2001
Salomon Brothers 1997 - 1998
JPMorgan Chase 1996 - 1996
IBM 1992 - 1993
Skills
Risk Management, Equities, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Asset Managment, Capital Markets, Portfolio Management, Investments, Equity Derivatives, Series 7, Valuation, Financial Modeling, Equity Research, Trading Systems, Series 63, Fund Of Funds, Financial Markets
Education
University of Wisconsin-Madison 1995 — 1997
MS, Finance
Northwestern University 1991 — 1995
BA, Applied Mathematics, International Studies
Eugene Earley's Salomon Smith Barney Experience 1992 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Dave Weisberger's Salomon Smith Barney Experience September 1997 - December 1999
Job RegOne Solutions, Head of Market Structure Analysis
Industry Financial Services
Experience
RegOne Solutions November 2014 - Present
Two Sigma Securities July 2009 - October 2014
Lava Trading/Citigroup August 2007 - December 2008
citigroup January 2000 - August 2007
Salomon Smith Barney September 1997 - December 1999
Morgan Stanley 1984 - 1993
Skills
Hedge Funds, Derivatives, Electronic Trading, Equities, Trading Systems, Fixed Income, Options, Financial Markets, Financial Modeling, Trading, Market Data, Capital Markets, Strategy, Series 7, Equity Trading, Asset Management, Securities, Portfolio Management, Investment Banking, Alternative Investments, Private Equity, Equity Derivatives, Investments
Education
Northwestern University 1979 — 1983
BS, Communications Economics
RegOne Solutions November 2014 - Present
Two Sigma Securities July 2009 - October 2014
Lava Trading/Citigroup August 2007 - December 2008
citigroup January 2000 - August 2007
Salomon Smith Barney September 1997 - December 1999
Morgan Stanley 1984 - 1993
Skills
Hedge Funds, Derivatives, Electronic Trading, Equities, Trading Systems, Fixed Income, Options, Financial Markets, Financial Modeling, Trading, Market Data, Capital Markets, Strategy, Series 7, Equity Trading, Asset Management, Securities, Portfolio Management, Investment Banking, Alternative Investments, Private Equity, Equity Derivatives, Investments
Education
Northwestern University 1979 — 1983
BS, Communications Economics
Rachel Kaplowitz Barnett's Salomon Smith Barney Experience 1993 - 2005
Job Admissions Officer at American Institute for Foreign Studies (AIFS)
Industry Public Relations and Communications
Experience
American Institute for Foreign Studies (AIFS) April 2015 - Present
Thomson Reuters November 2013 - March 2014
Westchester Jewish Community Services 2010 - 2012
Independent 2005 - 2010
SALOMON SMITH BARNEY 1993 - 2005
Skills
Life Coaching, Marketing, Office Administration, Publicity, Caregiving, Career Counseling, Social Services
Education
Pace University - Lubin School of Business 1982 — 1985
Master of Business Administration (MBA), Finance
University of Bridegport 1975 — 1978
Bachelor of Science (BS), Business Administration and Management, General
American Institute for Foreign Studies (AIFS) April 2015 - Present
Thomson Reuters November 2013 - March 2014
Westchester Jewish Community Services 2010 - 2012
Independent 2005 - 2010
SALOMON SMITH BARNEY 1993 - 2005
Skills
Life Coaching, Marketing, Office Administration, Publicity, Caregiving, Career Counseling, Social Services
Education
Pace University - Lubin School of Business 1982 — 1985
Master of Business Administration (MBA), Finance
University of Bridegport 1975 — 1978
Bachelor of Science (BS), Business Administration and Management, General
Karen Corso's Salomon Smith Barney Experience January 1995 - October 1999
Job Director at Legg Mason
Industry Financial Services
Experience
Volunteer Center of Bergen County, Inc May 2011 - Present
Legg Mason December 2005 - Present
Citigroup Asset Management October 1999 - December 2005
Salomon Smith Barney January 1995 - October 1999
Smith Barney Asset Management January 1993 - December 1994
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Closed-end Funds, 529 Plans, Fixed Income, Corporate Finance, Product Management, Product Development, Pricing Strategy, Team-oriented, Analysis, Asset Management, Finance
Education
Pace University - Lubin School of Business
BBA, Accounting, Finance
Volunteer Center of Bergen County, Inc May 2011 - Present
Legg Mason December 2005 - Present
Citigroup Asset Management October 1999 - December 2005
Salomon Smith Barney January 1995 - October 1999
Smith Barney Asset Management January 1993 - December 1994
Skills
Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Managment, Financial Modeling, Financial Analysis, Closed-end Funds, 529 Plans, Fixed Income, Corporate Finance, Product Management, Product Development, Pricing Strategy, Team-oriented, Analysis, Asset Management, Finance
Education
Pace University - Lubin School of Business
BBA, Accounting, Finance
Sharon Lawrance's Salomon Smith Barney Experience 1997 - 2003
Job Consultant at BIDS Trading
Industry Capital Markets
Experience
BIDS Trading June 2009 - November 2010
Citigroup 1997 - 2008
Salomon Smith Barney 1997 - 2003
Salomon Brothers 1987 - 1997
Skills
Financial Markets, Electronic Trading, Strategy, Financial Services, Product Management, Series 7, Equities, Trading Systems, Market Data, Prime Brokerage, Capital Markets, Derivatives, Direct Market Access, Management, Hedge Funds, Securities, Fixed Income, Relationship Management, Vendor Management, Routing, Equity Trading, Options, Bloomberg, Equity Derivatives, Trading, Investment Banking
Education
Pace University 1984 — 1986
Bachelor's Degree, Finance & Accounting
BIDS Trading June 2009 - November 2010
Citigroup 1997 - 2008
Salomon Smith Barney 1997 - 2003
Salomon Brothers 1987 - 1997
Skills
Financial Markets, Electronic Trading, Strategy, Financial Services, Product Management, Series 7, Equities, Trading Systems, Market Data, Prime Brokerage, Capital Markets, Derivatives, Direct Market Access, Management, Hedge Funds, Securities, Fixed Income, Relationship Management, Vendor Management, Routing, Equity Trading, Options, Bloomberg, Equity Derivatives, Trading, Investment Banking
Education
Pace University 1984 — 1986
Bachelor's Degree, Finance & Accounting
Tiffany Myers Licciardello's Salomon Smith Barney Experience 1995 - 1999
Job Director Accounting & Budget Administration at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2009 - September 2011
Advantec September 1999 - May 2009
Salomon Smith Barney 1995 - 1999
Citigroup 1995 - 1999
Skills
PeopleSoft, Financial Reporting, Accounting, Recruiting, Financial Analysis, Analysis, Payroll, Budgets, Performance Management, Employee Relations, Leadership, Human Resources, Management, Vendor Management, Benefits Administration, Training, Process Improvement, ADP Payroll, Finance, Onboarding, Employee Benefits, Insurance, Mergers & Acquisitions, Business Process...
Education
Penn State University 1990 — 1994
BS, Accounting & International Business
New York Life Insurance Company September 2011 - Present
New York Life Insurance Company July 2009 - September 2011
Advantec September 1999 - May 2009
Salomon Smith Barney 1995 - 1999
Citigroup 1995 - 1999
Skills
PeopleSoft, Financial Reporting, Accounting, Recruiting, Financial Analysis, Analysis, Payroll, Budgets, Performance Management, Employee Relations, Leadership, Human Resources, Management, Vendor Management, Benefits Administration, Training, Process Improvement, ADP Payroll, Finance, Onboarding, Employee Benefits, Insurance, Mergers & Acquisitions, Business Process...
Education
Penn State University 1990 — 1994
BS, Accounting & International Business
Lisa Economou's Salomon Smith Barney Experience June 1999 - July 2000
Job Principal at Banc of America Securities LLC
Industry Financial Services
Experience
Banc of America Securities LLC Institutional SalesCitigroupAugust 2002 - July 2004
Credit Suisse First Boston 2000 - 2002
Salomon Smith Barney June 1999 - July 2000
prudential 1997 - 1999
Education
Montclair State University 1996 — 1998
ABA Certification, Paralegal Studies
William Paterson University of New Jersey
BA, Political Science
Banc of America Securities LLC Institutional SalesCitigroupAugust 2002 - July 2004
Credit Suisse First Boston 2000 - 2002
Salomon Smith Barney June 1999 - July 2000
prudential 1997 - 1999
Education
Montclair State University 1996 — 1998
ABA Certification, Paralegal Studies
William Paterson University of New Jersey
BA, Political Science
Dean Groller's Salomon Smith Barney Experience 1996 - 2000
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital December 2009 - Present
Citigroup January 2000 - March 2009
Salomon Smith Barney 1996 - 2000
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Penn State University
BS, Accounting
Barclays Capital December 2009 - Present
Citigroup January 2000 - March 2009
Salomon Smith Barney 1996 - 2000
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Business
Penn State University
BS, Accounting
Alysia Poe's Salomon Smith Barney Experience 2001 - 2003
Job Marketing Director for Citi Velocity
Industry Financial Services
Experience
Keepity July 2015 - Present
Citi April 2010 - January 2013
Victoria's Secret September 2008 - April 2010
In Style 2003 - 2008
Salomon Smith Barney 2001 - 2003
Skills
Digital Media, Marketing, Project Management, Branding & Identity, InDesign, Writing, Editing, Copy Editing, Copywriting, Email Marketing, Product Marketing, Brand Awareness, Brand Implementation, Legal Compliance, User Interface, Headline Writing, Video Production, Capital Markets, Fixed Income
Education
Princeton University 1997 — 2001
Keepity July 2015 - Present
Citi April 2010 - January 2013
Victoria's Secret September 2008 - April 2010
In Style 2003 - 2008
Salomon Smith Barney 2001 - 2003
Skills
Digital Media, Marketing, Project Management, Branding & Identity, InDesign, Writing, Editing, Copy Editing, Copywriting, Email Marketing, Product Marketing, Brand Awareness, Brand Implementation, Legal Compliance, User Interface, Headline Writing, Video Production, Capital Markets, Fixed Income
Education
Princeton University 1997 — 2001
Sonia Lalvani's Salomon Smith Barney Experience 1998 - 2000
Job Director, Citi Private Bank Global Business & Strategy
Industry Banking
Experience
Citi Private Bank February 2012 - Present
Citi Private Bank 2007 - 2012
Citi Private Bank 2005 - 2007
Citi Private Bank 2000 - 2005
Salomon Smith Barney 1998 - 2000
Transamerica Asset Management 1997 - 1998
Skills
Digital Strategy, Wealth Management..., Banking, Business Strategy, C-Level Relationships, Cross-functional Team..., Global Business..., Change Management, Risk Analysis, Process Management, Organizational Design, Revenue Growth..., Stakeholder Engagement, Lean Processes, Business Transformation, Business Process..., Project Management, Business Analysis
Education
Pomona College
Bachelor of Arts (BA), International Relations
University of Cambridge
Economics Exchange Program - Jesus College
New York University
Professional Certificate Program: Investor Relations
Citi Private Bank February 2012 - Present
Citi Private Bank 2007 - 2012
Citi Private Bank 2005 - 2007
Citi Private Bank 2000 - 2005
Salomon Smith Barney 1998 - 2000
Transamerica Asset Management 1997 - 1998
Skills
Digital Strategy, Wealth Management..., Banking, Business Strategy, C-Level Relationships, Cross-functional Team..., Global Business..., Change Management, Risk Analysis, Process Management, Organizational Design, Revenue Growth..., Stakeholder Engagement, Lean Processes, Business Transformation, Business Process..., Project Management, Business Analysis
Education
Pomona College
Bachelor of Arts (BA), International Relations
University of Cambridge
Economics Exchange Program - Jesus College
New York University
Professional Certificate Program: Investor Relations
Allan Bart's Salomon Smith Barney Experience 2000 - 2003
Job Vice President at TechTrade LLC
Industry Medical Devices
Experience
TechTrade LLC 2007 - Present
Salomon Smith Barney 2000 - 2003
American Management Services 1996 - 2000
Chase Manhattan Bank May 1972 - August 1981
Skills
P&L Management, Acquisition Integration, Divestitures, Strategic Planning, Marketing Strategy, Product Development, Cross-functional Team..., Product Management, Strategy, Mergers & Acquisitions, Start-ups, Product Launch, Product Marketing, Medical Devices, Competitive Analysis, Business Development, Sales Operations, Sales Management, Forecasting, Selling, Market Development, Business Planning, Sales
Education
Pace University - Lubin School of Business 1974 — 1978
MBA, Financial Management
Rider University 1968 — 1972
BS, Finance
TechTrade LLC 2007 - Present
Salomon Smith Barney 2000 - 2003
American Management Services 1996 - 2000
Chase Manhattan Bank May 1972 - August 1981
Skills
P&L Management, Acquisition Integration, Divestitures, Strategic Planning, Marketing Strategy, Product Development, Cross-functional Team..., Product Management, Strategy, Mergers & Acquisitions, Start-ups, Product Launch, Product Marketing, Medical Devices, Competitive Analysis, Business Development, Sales Operations, Sales Management, Forecasting, Selling, Market Development, Business Planning, Sales
Education
Pace University - Lubin School of Business 1974 — 1978
MBA, Financial Management
Rider University 1968 — 1972
BS, Finance
Rebecca Gally's Salomon Smith Barney Experience August 2007 - January 2009
Job Fixed Income Credit Compliance at Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Morgan Stanley December 2012 - March 2015
Morgan Stanley November 2011 - December 2012
SIFMA May 2010 - November 2011
iCIMS June 2009 - January 2010
UBS February 2009 - June 2009
Salomon Smith Barney August 2007 - January 2009
Skills
Microsoft Office, Spanish, Bloomberg, Training, Marketing, Leadership, Accounting, Microsoft Excel, Business Strategy, CRM, Negotiation, Sales, Strategic Planning, Finance
Education
New York University 2005 — 2009
BA, Economics and Business
Shelton High School
Credit Suisse March 2015 - Present
Morgan Stanley December 2012 - March 2015
Morgan Stanley November 2011 - December 2012
SIFMA May 2010 - November 2011
iCIMS June 2009 - January 2010
UBS February 2009 - June 2009
Salomon Smith Barney August 2007 - January 2009
Skills
Microsoft Office, Spanish, Bloomberg, Training, Marketing, Leadership, Accounting, Microsoft Excel, Business Strategy, CRM, Negotiation, Sales, Strategic Planning, Finance
Education
New York University 2005 — 2009
BA, Economics and Business
Shelton High School
Pingtao Yan, PhD, FRM's Salomon Smith Barney Experience 2000 - 2002
Job Director of Application Development
Industry Investment Management
Experience
MetLife Investments 2002 - Present
Salomon Smith Barney 2000 - 2002
Bloomberg 2000 - 2000
Skills
Fixed Income, Derivatives, ALM, Bloomberg, Portfolio Management, Risk Management, Capital Markets, Financial Risk, Agile Project Management, Project Management, SDLC, Market Data, Trading Systems, Trading, Credit Derivatives, Investments, Asset Management, Financial Markets, Securities, FX Options, Market Risk, Equities, Options, Swaps, Financial Services, Bonds, Electronic Trading, Investment Management, Sybase, Alternative Investments
Education
New Jersey Institute of Technology
Doctor of Philosophy (PhD), Electrical Engineering
Xi'an Jiaotong University
Master of Engineering (MEng), Electrical Engineering
Xi'an Jiaotong University
Bachelor of Engineering (BEng), Electrical Engineering
MetLife Investments 2002 - Present
Salomon Smith Barney 2000 - 2002
Bloomberg 2000 - 2000
Skills
Fixed Income, Derivatives, ALM, Bloomberg, Portfolio Management, Risk Management, Capital Markets, Financial Risk, Agile Project Management, Project Management, SDLC, Market Data, Trading Systems, Trading, Credit Derivatives, Investments, Asset Management, Financial Markets, Securities, FX Options, Market Risk, Equities, Options, Swaps, Financial Services, Bonds, Electronic Trading, Investment Management, Sybase, Alternative Investments
Education
New Jersey Institute of Technology
Doctor of Philosophy (PhD), Electrical Engineering
Xi'an Jiaotong University
Master of Engineering (MEng), Electrical Engineering
Xi'an Jiaotong University
Bachelor of Engineering (BEng), Electrical Engineering
John Zeno's Salomon Smith Barney Experience 1997 - 1998
Job CCO/AMLCO at AdCap Securities, LLC
Industry Financial Services
Experience
AdCap Securities, LLC June 2014 - Present
Blueprint Regulatory Consulting June 2013 - June 2014
Intercam Securities, Inc January 2013 - June 2013
ITA Financial Services, LLC September 2011 - December 2012
Patagonia Securities, LLC. February 2011 - September 2011
Souza Barros Securities, Inc March 2008 - February 2011
FINRA January 1998 - April 2008
Salomon Smith Barney 1997 - 1998
American Stock Exchange 1985 - 1998
Skills
FINRA, AML, USA PATRIOT Act, OFAC, Securities Regulation, Securities, Broker-Dealer, Bank Secrecy Act, Series 24, Series 7, SEC, Fraud, KYC, Compliance Testing, Financial Services, Trading, Hedge Funds, Anti Money Laundering, Investments, Fixed Income
Education
Pace University 1995 — 2005
BA, Business Administration/International Management
Pace University - Lubin School of Business 1994 — 2005
AdCap Securities, LLC June 2014 - Present
Blueprint Regulatory Consulting June 2013 - June 2014
Intercam Securities, Inc January 2013 - June 2013
ITA Financial Services, LLC September 2011 - December 2012
Patagonia Securities, LLC. February 2011 - September 2011
Souza Barros Securities, Inc March 2008 - February 2011
FINRA January 1998 - April 2008
Salomon Smith Barney 1997 - 1998
American Stock Exchange 1985 - 1998
Skills
FINRA, AML, USA PATRIOT Act, OFAC, Securities Regulation, Securities, Broker-Dealer, Bank Secrecy Act, Series 24, Series 7, SEC, Fraud, KYC, Compliance Testing, Financial Services, Trading, Hedge Funds, Anti Money Laundering, Investments, Fixed Income
Education
Pace University 1995 — 2005
BA, Business Administration/International Management
Pace University - Lubin School of Business 1994 — 2005
Louis Crasto's Salomon Smith Barney Experience January 1997 - February 2000
Job Managing Director at CARTA Fund Services, LLC
Industry Investment Management
Experience
CARTA Fund Services, LLC February 2015 - Present
Centre Lane Partners September 2008 - February 2015
Continental Entertainent Group July 2007 - September 2008
Steelpoint Capital Partners June 2003 - July 2007
Moore Capital Management February 2000 - June 2003
Salomon Smith Barney January 1997 - February 2000
Dean Witter Discover & Co May 1990 - January 1997
Ernst & Young September 1989 - May 1990
Skills
Venture Capital, Private Equity, Hedge Funds, Auditing, Finance, Corporate Finance, Due Diligence, Equities, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking, Investments, Capital Markets, Valuation
Education
Pace University 1985 — 1989
BBA, Finance
CARTA Fund Services, LLC February 2015 - Present
Centre Lane Partners September 2008 - February 2015
Continental Entertainent Group July 2007 - September 2008
Steelpoint Capital Partners June 2003 - July 2007
Moore Capital Management February 2000 - June 2003
Salomon Smith Barney January 1997 - February 2000
Dean Witter Discover & Co May 1990 - January 1997
Ernst & Young September 1989 - May 1990
Skills
Venture Capital, Private Equity, Hedge Funds, Auditing, Finance, Corporate Finance, Due Diligence, Equities, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking, Investments, Capital Markets, Valuation
Education
Pace University 1985 — 1989
BBA, Finance
James Scully's Salomon Smith Barney Experience July 2000 - July 2004
Job Senior Portfolio Manager Infrastructure at APG
Industry Venture Capital & Private Equity
Experience
APG November 2013 - Present
Citi Infrastructure Investors November 2007 - October 2013
Citigroup August 2004 - November 2007
Salomon Smith Barney July 2000 - July 2004
Lend Lease November 1999 - April 2000
Skills
Investment Banking, Private Equity, Asset Management, Mergers & Acquisitions, Infrastructure, Investments, Corporate Finance, Capital Markets
Education
Monash University 1994 — 1999
Bachelor of Commerce / Bachelor of Civil Engineering, First Class Honours
APG November 2013 - Present
Citi Infrastructure Investors November 2007 - October 2013
Citigroup August 2004 - November 2007
Salomon Smith Barney July 2000 - July 2004
Lend Lease November 1999 - April 2000
Skills
Investment Banking, Private Equity, Asset Management, Mergers & Acquisitions, Infrastructure, Investments, Corporate Finance, Capital Markets
Education
Monash University 1994 — 1999
Bachelor of Commerce / Bachelor of Civil Engineering, First Class Honours
Lisa Margolis, CIMA's Salomon Smith Barney Experience April 1994 - June 1996
Job Consulting Group Regional Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney February 2001 - June 2009
Smith Barney June 1996 - February 2001
Salomon Smith Barney April 1994 - June 1996
Skills
Series 7, Asset Allocation, Series 63, Investment Advisory, Mutual Funds, Asset Managment, Series 65, Separately Managed..., ETFs, Investment Management, Alternative Investments, Investments, Asset Management, Fixed Annuities, Investment Strategies, Securities, Uniform Combined State..., Wealth Management
Education
Walsh College 1989 — 1991
Master of Science, Finance & Investment Management
Oakland University 1984 — 1987
BS, Finance & Economics
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney February 2001 - June 2009
Smith Barney June 1996 - February 2001
Salomon Smith Barney April 1994 - June 1996
Skills
Series 7, Asset Allocation, Series 63, Investment Advisory, Mutual Funds, Asset Managment, Series 65, Separately Managed..., ETFs, Investment Management, Alternative Investments, Investments, Asset Management, Fixed Annuities, Investment Strategies, Securities, Uniform Combined State..., Wealth Management
Education
Walsh College 1989 — 1991
Master of Science, Finance & Investment Management
Oakland University 1984 — 1987
BS, Finance & Economics
Nesrin Anjollie Feradov's Salomon Smith Barney Experience December 1999 - December 2002
Job International Sales and Development, Executive Assistant, Family Office and Hedge Fund
Industry Real Estate
Experience
Luxury Property Group Inc January 2010 - Present
Explorer Capital November 2008 - December 2010
Brooklyn NY Holdings Family Office July 2006 - October 2008
Yohalem Gillman & Co., LLP January 2004 - June 2006
Salomon Smith Barney December 1999 - December 2002
Merrill Lynch January 1996 - August 1999
Skills
Investor Presentations, Creative Concept..., New Business Development, Alternative Investments, Investments, Real Estate, Investment Properties, Negotiation, Luxury, Banking, Investor Relations, Marketing Strategy, Middle East, Europe, Client Presentation, Asset Management, Financial Analysis, Business Development, Hedge Funds, Start-ups, Private Banking, Emerging Markets, Investment Banking, Venture Capital, Portfolio Management, Product Development, Management, High Net Worth..., Mergers & Acquisitions, Microsoft Office, Economics
Education
New York University 1992 — 1994
Continuing Education Certificate, International Finance
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Economics
Luxury Property Group Inc January 2010 - Present
Explorer Capital November 2008 - December 2010
Brooklyn NY Holdings Family Office July 2006 - October 2008
Yohalem Gillman & Co., LLP January 2004 - June 2006
Salomon Smith Barney December 1999 - December 2002
Merrill Lynch January 1996 - August 1999
Skills
Investor Presentations, Creative Concept..., New Business Development, Alternative Investments, Investments, Real Estate, Investment Properties, Negotiation, Luxury, Banking, Investor Relations, Marketing Strategy, Middle East, Europe, Client Presentation, Asset Management, Financial Analysis, Business Development, Hedge Funds, Start-ups, Private Banking, Emerging Markets, Investment Banking, Venture Capital, Portfolio Management, Product Development, Management, High Net Worth..., Mergers & Acquisitions, Microsoft Office, Economics
Education
New York University 1992 — 1994
Continuing Education Certificate, International Finance
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Economics
Marilyn Silva's Salomon Smith Barney Experience April 1997 - March 2005
Job Systems Specialist at Con Edison
Industry Computer Software
Experience
Con Edison June 2005 - Present
Salomon Smith Barney April 1997 - March 2005
Skills
Database Design, Software Development, Requirements Analysis, Integration, Databases, SDLC, Solution Architecture, Project Management, SQL, SOA, PL/SQL, Enterprise Architecture
Education
Pace University 2007 — 2009
M.S., Computer Science
Con Edison June 2005 - Present
Salomon Smith Barney April 1997 - March 2005
Skills
Database Design, Software Development, Requirements Analysis, Integration, Databases, SDLC, Solution Architecture, Project Management, SQL, SOA, PL/SQL, Enterprise Architecture
Education
Pace University 2007 — 2009
M.S., Computer Science
Brian Caravello's Salomon Smith Barney Experience 2000 - 2001
Job AttorneyAdviser at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission October 2012 - Present
Cravath, Swaine & Moore LLP June 2010 - October 2012
Brune & Richard LLP March 2011 - May 2011
U.S. Bankruptcy Court, District of N.J. August 2008 - August 2009
Lin & Partners September 2007 - August 2008
Deutsche Asset Management 2003 - 2004
Jennison Associates 2001 - 2003
Salomon Smith Barney 2000 - 2001
Legg Mason 1999 - 2000
Legg Mason Capital Management 1998 - 1999
Skills
Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Corporate Governance, Litigation, International Law, Litigation Support, Legal Assistance, Legal Compliance, Document Review, Securities Regulation, Westlaw, Licensing, Securities, Civil Litigation
Education
National Taiwan Normal University 2007 — 2008
Chinese
New York Law School 2004 — 2007
J.D., Law
National University of Singapore 2005 — 2005
International Comparative Law
Towson University 1992 — 1996
B.S., English
US Securities and Exchange Commission October 2012 - Present
Cravath, Swaine & Moore LLP June 2010 - October 2012
Brune & Richard LLP March 2011 - May 2011
U.S. Bankruptcy Court, District of N.J. August 2008 - August 2009
Lin & Partners September 2007 - August 2008
Deutsche Asset Management 2003 - 2004
Jennison Associates 2001 - 2003
Salomon Smith Barney 2000 - 2001
Legg Mason 1999 - 2000
Legg Mason Capital Management 1998 - 1999
Skills
Corporate Law, Legal Writing, Legal Research, Commercial Litigation, Corporate Governance, Litigation, International Law, Litigation Support, Legal Assistance, Legal Compliance, Document Review, Securities Regulation, Westlaw, Licensing, Securities, Civil Litigation
Education
National Taiwan Normal University 2007 — 2008
Chinese
New York Law School 2004 — 2007
J.D., Law
National University of Singapore 2005 — 2005
International Comparative Law
Towson University 1992 — 1996
B.S., English
Sangita Jain's Salomon Smith Barney Experience 1999 - 2000
Job Research Analyst at J.P. Morgan
Industry Research
Experience
J.P. Morgan September 2014 - Present
SEAGUL CAPITAL, L.P. 2009 - 2012
LEHMAN BROTHERS 2005 - 2008
Lehman Brothers 2000 - 2005
Salomon Smith Barney 1999 - 2000
Skills
Research, Analysis, Due Diligence, Business Strategy, Strategy, Microsoft Excel, Equities, Portfolio Management, Financial Modeling, Bloomberg, Financial Analysis, US Equities, Asset Management, Equity Research, Valuation, Hedge Funds, Investments, Public Speaking
Education
CFA Institute 1997 — 2000
Chartered Financial Analyst, Accounting and Finance
New York University 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Statistics
The Institute of Chartered Accountants of India 1992 — 1995
Associate Chartered Accountant, Accounting
Presidency College 1989 — 1992
Bachelor of Applied Science (BASc), Economics
J.P. Morgan September 2014 - Present
SEAGUL CAPITAL, L.P. 2009 - 2012
LEHMAN BROTHERS 2005 - 2008
Lehman Brothers 2000 - 2005
Salomon Smith Barney 1999 - 2000
Skills
Research, Analysis, Due Diligence, Business Strategy, Strategy, Microsoft Excel, Equities, Portfolio Management, Financial Modeling, Bloomberg, Financial Analysis, US Equities, Asset Management, Equity Research, Valuation, Hedge Funds, Investments, Public Speaking
Education
CFA Institute 1997 — 2000
Chartered Financial Analyst, Accounting and Finance
New York University 1997 — 1999
Master of Business Administration (M.B.A.), Finance and Statistics
The Institute of Chartered Accountants of India 1992 — 1995
Associate Chartered Accountant, Accounting
Presidency College 1989 — 1992
Bachelor of Applied Science (BASc), Economics
Elaine Behlmer's Salomon Smith Barney Experience 1999 - 2001
Job Office Administrator at EDC Warren County
Industry Nonprofit Organization Management
Experience
EDC Warren County May 2002 - Present
Salomon Smith Barney 1999 - 2001
Betz Industrial 1987 - 1991
Skills
Economic Development, Non-profits, Volunteer Management, Community Development, Nonprofits, Media Relations, Government, Fundraising, Grant Writing, Community Outreach, Public Relations, Program Development, Public Policy, Policy, Newsletters, Proposal Writing, Press Releases, Budgets, Strategic Communications, Social Media, Policy Analysis, Leadership, Social Networking, Organizational..., Leadership Development
Education
Pace University 1977 — 1979
A.A.S.
EDC Warren County May 2002 - Present
Salomon Smith Barney 1999 - 2001
Betz Industrial 1987 - 1991
Skills
Economic Development, Non-profits, Volunteer Management, Community Development, Nonprofits, Media Relations, Government, Fundraising, Grant Writing, Community Outreach, Public Relations, Program Development, Public Policy, Policy, Newsletters, Proposal Writing, Press Releases, Budgets, Strategic Communications, Social Media, Policy Analysis, Leadership, Social Networking, Organizational..., Leadership Development
Education
Pace University 1977 — 1979
A.A.S.
Holly Murphy-Barstow's Salomon Smith Barney Experience October 1989 - June 1997
Job Owner, Barstow and Company, LLC
Industry Financial Services
Experience
Barstow and Company, LLC March 2002 - Present
Wells Fargo June 1997 - March 2002
Salomon Smith Barney October 1989 - June 1997
Merrill Lynch May 1985 - October 1989
Education
Northwest Missouri State University 1979 — 1981
BS, Marketing, Management, and Home Economics
University of Missouri-Columbia 1978 — 1979
BS, Business
Maryville High School 1974 — 1978
Barstow and Company, LLC March 2002 - Present
Wells Fargo June 1997 - March 2002
Salomon Smith Barney October 1989 - June 1997
Merrill Lynch May 1985 - October 1989
Education
Northwest Missouri State University 1979 — 1981
BS, Marketing, Management, and Home Economics
University of Missouri-Columbia 1978 — 1979
BS, Business
Maryville High School 1974 — 1978
Kripali Gadhia's Salomon Smith Barney Experience January 2001 - December 2002
Job
Industry Information Technology and Services
Experience
Fidelity Investments November 2014 - Present
Citigroup November 2011 - November 2014
Fiserv November 2010 - November 2011
Cegedim Dendrite July 2003 - December 2010
Merck 2010 - 2010
Salomon Smith Barney January 2001 - December 2002
Skills
Oracle, Databases, Unix, SQL, Business Intelligence, PL/SQL, Software Documentation, Testing, Shell Scripting, Business Analysis, Visio, Visual Basic, HTML, Perl, JavaScript, Access, JSP, Jasper Reports
Education
New Jersey Institute of Technology 1996 — 2001
Bachelor of Science, Computer Science
New Jersey Institute of Technology 1996 — 2001
BS, Computer Science
Fidelity Investments November 2014 - Present
Citigroup November 2011 - November 2014
Fiserv November 2010 - November 2011
Cegedim Dendrite July 2003 - December 2010
Merck 2010 - 2010
Salomon Smith Barney January 2001 - December 2002
Skills
Oracle, Databases, Unix, SQL, Business Intelligence, PL/SQL, Software Documentation, Testing, Shell Scripting, Business Analysis, Visio, Visual Basic, HTML, Perl, JavaScript, Access, JSP, Jasper Reports
Education
New Jersey Institute of Technology 1996 — 2001
Bachelor of Science, Computer Science
New Jersey Institute of Technology 1996 — 2001
BS, Computer Science
Maria Mendolia's Salomon Smith Barney Experience March 1993 - March 2000
Job Executive Assistant to CEO & Chairman at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Miller Russell Associates January 2012 - Present
GenSpring Family Offices LLC March 2011 - December 2011
DELSTAR Companies February 2007 - December 2010
Credit Suisse First Boston March 2000 - July 2005
Salomon Smith Barney March 1993 - March 2000
Education
Pace University
Faye Landes's Salomon Smith Barney Experience 1993 - 1999
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Cowen and Company October 2012 - October 2014
Consumer Edge Research LLC March 2010 - June 2012
Consumer Edge Research LLC 2010 - 2011
Moore Capital Management 2007 - 2008
Ziff Brothers Investments 2002 - 2007
Sanford C. Bernstein 2000 - 2001
Salomon Smith Barney 1993 - 1999
Paine Webber 1992 - 1993
Slimfast Foods 1990 - 1992
Skills
Bloomberg, Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Valuation, Portfolio Management, Financial Modeling
Education
Princeton University
A.B., English
Andrew Tassani's Salomon Smith Barney Experience 1994 - 2000
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
David J. Loeb's Salomon Smith Barney Experience August 1994 - February 2003
Job Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2003 - Present
Salomon Smith Barney August 1994 - February 2003
Skills
Wealth Management, Investments
Education
New York University
J.P. Morgan February 2003 - Present
Salomon Smith Barney August 1994 - February 2003
Skills
Wealth Management, Investments
Education
New York University
Joshua Gottlieb's Salomon Smith Barney Experience 1999 - 2000
Job Executive Recruiter at Green Key Resources
Industry Staffing and Recruiting
Experience
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
Green Key Resources 2010 - Present
Apollo Capital Management January 2009 - August 2010
Dune Capital April 2007 - December 2008
Plainfield Asset Management 2006 - 2007
Advent Capital Management 2004 - 2005
DKR Capital 2002 - 2004
UBS 2000 - 2002
Salomon Smith Barney 1999 - 2000
Education
Pace University
BBA, Finance
James Burian, CFP®'s Salomon Smith Barney Experience May 1985 - June 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
judy meyers's Salomon Smith Barney Experience January 1994 - July 1998
Job SVP, Group Executive
Industry Financial Services
Experience
Citi January 2009 - Present
Smith Barney November 2002 - October 2008
Salomon Smith Barney January 1994 - July 1998
Shearson Lehman 1985 - 1993
Education
New York University 1990 — 1993
certificate, Training and Development
Citi January 2009 - Present
Smith Barney November 2002 - October 2008
Salomon Smith Barney January 1994 - July 1998
Shearson Lehman 1985 - 1993
Education
New York University 1990 — 1993
certificate, Training and Development
Janet Amore's Salomon Smith Barney Experience April 1996 - September 1998
Job Administrative Assistant at Chilton Memorial Hospital
Industry Hospital & Health Care
Experience
Chilton Medical Center September 2007 - Present
Salomon Smith Barney April 1996 - September 1998
CS First Boston October 1993 - March 1996
Education
Montclair State University
St. Agnes Academic High School
Chilton Medical Center September 2007 - Present
Salomon Smith Barney April 1996 - September 1998
CS First Boston October 1993 - March 1996
Education
Montclair State University
St. Agnes Academic High School
Eric Fleischman's Salomon Smith Barney Experience November 1996 - February 1998
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Stifel Nicolaus & Co January 2003 - March 2011
Imagine Software February 1998 - October 2002
Salomon Smith Barney November 1996 - February 1998
Sungard Capital Markets September 1995 - November 1996
Skills
SQL, Perl, Java, C++, XML, MS Project, Quality Center, SharePoint, MS Office Suite
Education
New York University 1998 — 2002
M.S., Mathematics in Finance
New York University 1991 — 1995
B.S., Joint Mathematics and Computer Science
Morgan Stanley March 2011 - Present
Stifel Nicolaus & Co January 2003 - March 2011
Imagine Software February 1998 - October 2002
Salomon Smith Barney November 1996 - February 1998
Sungard Capital Markets September 1995 - November 1996
Skills
SQL, Perl, Java, C++, XML, MS Project, Quality Center, SharePoint, MS Office Suite
Education
New York University 1998 — 2002
M.S., Mathematics in Finance
New York University 1991 — 1995
B.S., Joint Mathematics and Computer Science
Carmela Vacchiano's Salomon Smith Barney Experience August 1997 - March 2000
Job Administrative Assistant at Raymond James
Industry Investment Banking
Experience
Executive Assistant July 2005 - June 2011
Lehman Brothers March 2000 - July 2005
Salomon Smith Barney August 1997 - March 2000
Barclays Capital January 1991 - August 1997
Education
Mineola High School
High School Diploma
Nassau Community College
Executive Assistant July 2005 - June 2011
Lehman Brothers March 2000 - July 2005
Salomon Smith Barney August 1997 - March 2000
Barclays Capital January 1991 - August 1997
Education
Mineola High School
High School Diploma
Nassau Community College
Than Nguyen's Salomon Smith Barney Experience August 1999 - May 2000
Job Technical Lead
Industry Financial Services
Experience
Citi March 2005 - Present
Random Walk Computing May 2000 - March 2005
Salomon Smith Barney August 1999 - May 2000
Merrill Lynch March 1997 - August 1999
Skills
Java, C++, SQL, Unix, Linux, Tibco EMS, MQSeries, Sybase, Oracle, FIX, TSYS, ECS+, Microsoft SQL Server, C#, XML, WebSphere MQ, Software Development, Software Project..., Trading Systems, Derivatives, Agile Methodologies
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Science (MS), Computer Science
Minnesota State University, Mankato
Bachelor of Science (BS), Computer Science & Mathematics
Citi March 2005 - Present
Random Walk Computing May 2000 - March 2005
Salomon Smith Barney August 1999 - May 2000
Merrill Lynch March 1997 - August 1999
Skills
Java, C++, SQL, Unix, Linux, Tibco EMS, MQSeries, Sybase, Oracle, FIX, TSYS, ECS+, Microsoft SQL Server, C#, XML, WebSphere MQ, Software Development, Software Project..., Trading Systems, Derivatives, Agile Methodologies
Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Science (MS), Computer Science
Minnesota State University, Mankato
Bachelor of Science (BS), Computer Science & Mathematics
Teresa Biondo's Salomon Smith Barney Experience August 1990 - October 2002
Job Executive Assistant at Citigroup
Industry Financial Services
Experience
Citi January 2004 - Present
Salomon Smith Barney August 1990 - October 2002
D. F. King May 1986 - July 1989
Skills
Concur, Travel Arrangements, Administrative..., Calendars, Expense Management, Spreadsheets, Office Management, Outlook, Confidentiality, Office Administration, Data Entry, Access, PeopleSoft, Expenses, File Management, Fax, Visio, Microsoft Excel
Education
Pace University-New York 1986 — 1988
Associate's degree, Office Technology
Lafayette High School
Citi January 2004 - Present
Salomon Smith Barney August 1990 - October 2002
D. F. King May 1986 - July 1989
Skills
Concur, Travel Arrangements, Administrative..., Calendars, Expense Management, Spreadsheets, Office Management, Outlook, Confidentiality, Office Administration, Data Entry, Access, PeopleSoft, Expenses, File Management, Fax, Visio, Microsoft Excel
Education
Pace University-New York 1986 — 1988
Associate's degree, Office Technology
Lafayette High School
Mitchell Ito, CFA's Salomon Smith Barney Experience August 1985 - February 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2012 - Present
R.J. O'Brien February 1999 - March 2012
Salomon Smith Barney August 1985 - February 1999
Education
Northwestern University 1981 — 1985
Master of Business Administration (MBA) & School of Law (J.D.)
University of California, Berkeley 1977 — 1981
Bachelor of Science (BS), Business Administration
Wells Fargo Advisors, LLC August 2012 - Present
R.J. O'Brien February 1999 - March 2012
Salomon Smith Barney August 1985 - February 1999
Education
Northwestern University 1981 — 1985
Master of Business Administration (MBA) & School of Law (J.D.)
University of California, Berkeley 1977 — 1981
Bachelor of Science (BS), Business Administration
Matt Poprik's Salomon Smith Barney Experience January 1997 - September 2000
Job CME Group
Industry Financial Services
Experience
CME Group September 2013 - Present
ICAP January 2006 - September 2013
Credittrade December 2003 - January 2006
Wachovia securities September 2000 - December 2003
Salomon Smith Barney January 1997 - September 2000
Skills
Trading, Fixed Income, Credit Derivatives, Finance, Structured Products, Series 7, Options, Financial Markets, Investments, Relationship Management, Business Development
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Business Logistics
CME Group September 2013 - Present
ICAP January 2006 - September 2013
Credittrade December 2003 - January 2006
Wachovia securities September 2000 - December 2003
Salomon Smith Barney January 1997 - September 2000
Skills
Trading, Fixed Income, Credit Derivatives, Finance, Structured Products, Series 7, Options, Financial Markets, Investments, Relationship Management, Business Development
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Business Logistics
Alan John Leatherman's Salomon Smith Barney Experience January 2000 - June 2001
Job Vice President Hedge Fund Services (Allocations) at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
JPMorgan Chase August 2012 - May 2013
Citco Fund Services November 2006 - August 2012
AIG August 2005 - November 2006
JPMorgan Chase December 2001 - August 2003
Salomon Smith Barney January 2000 - June 2001
Skills
Alternative Investments, Securities, Investments, Hedge Funds, Asset Managment, Equities, Financial Services, Portfolio Management, Banking, Private Equity, Risk Management, Financial Analysis, Microsoft Excel, Series 63, Series 7, Customer Service, Investor Relations
Education
New York University 2003 — 2004
Master's Candidate, Fine Arts
The Juilliard School 1999 — 2000
Evening Division
Syracuse University 1995 — 1999
Bachelor's degree, Political Science
J.P. Morgan August 2013 - Present
JPMorgan Chase August 2012 - May 2013
Citco Fund Services November 2006 - August 2012
AIG August 2005 - November 2006
JPMorgan Chase December 2001 - August 2003
Salomon Smith Barney January 2000 - June 2001
Skills
Alternative Investments, Securities, Investments, Hedge Funds, Asset Managment, Equities, Financial Services, Portfolio Management, Banking, Private Equity, Risk Management, Financial Analysis, Microsoft Excel, Series 63, Series 7, Customer Service, Investor Relations
Education
New York University 2003 — 2004
Master's Candidate, Fine Arts
The Juilliard School 1999 — 2000
Evening Division
Syracuse University 1995 — 1999
Bachelor's degree, Political Science
Nimisha Parikh's Salomon Smith Barney Experience March 1998 - January 2002
Job Lead QA Analyst at Liquidnet
Industry Financial Services
Experience
Liquidnet June 2005 - Present
Citibank, Long Island City, NY February 2004 - June 2005
Salomon Smith Barney March 1998 - January 2002
Skills
Smart Order Router (SOR), Fix Protocol, Equity Trading, Backend Testing, Trading Strategies, Fix Connectivity, Order Management System, Production Support, Banking, Unix, Market Data, Performance Testing, MS SQL server, Toad, Trade Reporting System, JIRA, Scrum, Integration Testing, Functional Testing, GUI, SDLC
Education
M. S University , Vadodara, India
Bachelor of Science (B.Sc.), Mathematics
Middlesex County College
Associate's degree, Computer Science
Liquidnet June 2005 - Present
Citibank, Long Island City, NY February 2004 - June 2005
Salomon Smith Barney March 1998 - January 2002
Skills
Smart Order Router (SOR), Fix Protocol, Equity Trading, Backend Testing, Trading Strategies, Fix Connectivity, Order Management System, Production Support, Banking, Unix, Market Data, Performance Testing, MS SQL server, Toad, Trade Reporting System, JIRA, Scrum, Integration Testing, Functional Testing, GUI, SDLC
Education
M. S University , Vadodara, India
Bachelor of Science (B.Sc.), Mathematics
Middlesex County College
Associate's degree, Computer Science
Maurice Cozart's Salomon Smith Barney Experience December 1998 - April 2000
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America February 2006 - Present
BANK OF AMERICA/MERRILL LYNCH November 2005 - June 2013
TRAXIS PARTNERS, LLC July 2005 - October 2005
GOLDMAN, SACHS & CO July 2000 - March 2005
SALOMON SMITH BARNEY December 1998 - April 2000
CITIBANK May 1997 - November 1998
Skills
Banking
Education
New York University
Bachelors of Arts, Political Science
Bank of America February 2006 - Present
BANK OF AMERICA/MERRILL LYNCH November 2005 - June 2013
TRAXIS PARTNERS, LLC July 2005 - October 2005
GOLDMAN, SACHS & CO July 2000 - March 2005
SALOMON SMITH BARNEY December 1998 - April 2000
CITIBANK May 1997 - November 1998
Skills
Banking
Education
New York University
Bachelors of Arts, Political Science
Steve Houde's Salomon Smith Barney Experience January 2001 - May 2007
Job Vice President at Citi
Industry Financial Services
Experience
Citi May 2007 - Present
SALOMON SMITH BARNEY January 2001 - May 2007
Skills
Management, Portfolio Management, Banking, Risk Management, Leadership, Financial Analysis, Project Management, Investments
Education
Montclair State University
Citi May 2007 - Present
SALOMON SMITH BARNEY January 2001 - May 2007
Skills
Management, Portfolio Management, Banking, Risk Management, Leadership, Financial Analysis, Project Management, Investments
Education
Montclair State University
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers