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
Robert Hendricks Robert Hendricks's Salomon Smith Barney Experience 1989 - 1992
Job Sybase Server Database Administrator at IBM Corporation, PHH Corporation (WFH)
Industry Information Technology and Services
Experience
IBM January 2015 - Present
CNH Industrial August 2014 - December 2014
Allscripts March 2014 - May 2014
FedEx December 2013 - March 2014
Credit Suisse April 2012 - October 2013
Barclays Capital February 2010 - June 2010
Citi 1992 - 2009
Salomon Smith Barney 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Databases, Disaster Recovery, Sybase, Microsoft SQL Server, SDLC, Autosys, Servers, Unix, IT Service Management, Visio, Sybase IQ, IT Operations, BMC Patrol, Troubleshooting, Operating Systems, Solaris, Data Warehousing, Microsoft Word, Leadership, Microsoft Office, Linux, Performance Tuning, User Acceptance Testing, Vendor Management, Quality Assurance, Microsoft Excel, Unix Shell Scripting, BMC Remedy, Lync, Customer Service, Strategic Planning, Quality Auditing, DB Artisan, BMC Patrol,..., International..., Putty, Coordination, Modeling, Problem Solving, E-Learning, Organization
Education
Taylor Business Institute 1984 — 1985
Computer Programming Certification
Rowan University 1981 — 1983
Bachelor of Arts
IBM January 2015 - Present
CNH Industrial August 2014 - December 2014
Allscripts March 2014 - May 2014
FedEx December 2013 - March 2014
Credit Suisse April 2012 - October 2013
Barclays Capital February 2010 - June 2010
Citi 1992 - 2009
Salomon Smith Barney 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Databases, Disaster Recovery, Sybase, Microsoft SQL Server, SDLC, Autosys, Servers, Unix, IT Service Management, Visio, Sybase IQ, IT Operations, BMC Patrol, Troubleshooting, Operating Systems, Solaris, Data Warehousing, Microsoft Word, Leadership, Microsoft Office, Linux, Performance Tuning, User Acceptance Testing, Vendor Management, Quality Assurance, Microsoft Excel, Unix Shell Scripting, BMC Remedy, Lync, Customer Service, Strategic Planning, Quality Auditing, DB Artisan, BMC Patrol,..., International..., Putty, Coordination, Modeling, Problem Solving, E-Learning, Organization
Education
Taylor Business Institute 1984 — 1985
Computer Programming Certification
Rowan University 1981 — 1983
Bachelor of Arts
Erin Jones's Salomon Smith Barney Experience May 2006 - August 2006
Job Manager Employee Resources at GE Power & Water
Industry Human Resources
Experience
GE Power & Water November 2014 - Present
Siemens November 2012 - November 2014
Georgia-Pacific LLC November 2011 - November 2012
AT&T May 2010 - October 2011
Citi June 2008 - January 2010
JP Morgan May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Strategic Planning, Event Planning, Program Development, Training, Project Management, Program Management, Leadership, Recruiting, Management, Time Management, Customer Service, Interviews, Research, Data Analysis, Social Networking, Human Resources, Analysis, Marketing, Marketing Strategy, Leadership Development, Organizational...
Education
Spelman College 2004 — 2008
Bachelor of the Arts, International Studies
Avon High School 2000 — 2004
GE Power & Water November 2014 - Present
Siemens November 2012 - November 2014
Georgia-Pacific LLC November 2011 - November 2012
AT&T May 2010 - October 2011
Citi June 2008 - January 2010
JP Morgan May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Strategic Planning, Event Planning, Program Development, Training, Project Management, Program Management, Leadership, Recruiting, Management, Time Management, Customer Service, Interviews, Research, Data Analysis, Social Networking, Human Resources, Analysis, Marketing, Marketing Strategy, Leadership Development, Organizational...
Education
Spelman College 2004 — 2008
Bachelor of the Arts, International Studies
Avon High School 2000 — 2004
Ron Whiting Ron Whiting's Salomon Smith Barney Experience November 1995 - November 2002
Job seafood manager at The Great Atlantic & Pacific Tea Company
Industry Retail
Experience
The Great Atlantic & Pacific Tea Company October 2006 - Present
Salomon Smith Barney November 1995 - November 2002
Skills
Retail, Profit, Store Management, P&L, Store Operations, Cashiering
Education
Ramapo College of New Jersey 1989 — 1994
Bachelor of Arts (BA), Communication and Media Studies
St. Lawrence University Canton, NY 1979 — 1981
Sociology and Anthropology
The Great Atlantic & Pacific Tea Company October 2006 - Present
Salomon Smith Barney November 1995 - November 2002
Skills
Retail, Profit, Store Management, P&L, Store Operations, Cashiering
Education
Ramapo College of New Jersey 1989 — 1994
Bachelor of Arts (BA), Communication and Media Studies
St. Lawrence University Canton, NY 1979 — 1981
Sociology and Anthropology
Samantha Hopkins, CFP(r), CRPS(r)'s Salomon Smith Barney Experience April 2001 - September 2008
Job
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
UBS Financial Services September 2008 - Present
Salomon Smith Barney April 2001 - September 2008
Energizer January 1999 - April 2001
Ralston Purina December 1997 - January 1999
GTE July 1996 - December 1997
Checkers Simon & Rosner CPAs LLP January 1994 - July 1996
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Certified Financial..., Retirement, 401k, Investment Advisory, Securities, Financial Planning, Portfolio Management, Alternative Investments, Investment Strategies, IRAs, Strategic Financial..., Financial Advisory, Asset Management, Series 65, Estate Planning, Investment Management, Asset Managment, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst Program
Rollins College - Crummer Graduate School of Business 1994 — 1996
M.B.A., Accounting
University of South Florida - College of Business Administration 1988 — 1992
B.S., Accounting & Finance
UBS Wealth Management June 2015 - Present
UBS Financial Services September 2008 - Present
Salomon Smith Barney April 2001 - September 2008
Energizer January 1999 - April 2001
Ralston Purina December 1997 - January 1999
GTE July 1996 - December 1997
Checkers Simon & Rosner CPAs LLP January 1994 - July 1996
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Certified Financial..., Retirement, 401k, Investment Advisory, Securities, Financial Planning, Portfolio Management, Alternative Investments, Investment Strategies, IRAs, Strategic Financial..., Financial Advisory, Asset Management, Series 65, Estate Planning, Investment Management, Asset Managment, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2011 — 2011
IMCA Certified Investment Management Analyst Program
Rollins College - Crummer Graduate School of Business 1994 — 1996
M.B.A., Accounting
University of South Florida - College of Business Administration 1988 — 1992
B.S., Accounting & Finance
Jana Andrews, CEAS1's Salomon Smith Barney Experience 2001 - 2005
Job Helping You Feel Better to Work Better! Herman Miller Human Factors & Ergonomics Consultant
Industry Furniture
Experience
Herman Miller June 2010 - Present
Humanscale December 2009 - April 2010
Cantoni 2005 - 2009
Salomon Smith Barney 2001 - 2005
Jana Andrews Interiors 1993 - 1997
Darrons Interiors 1983 - 1989
Skills
Ergonomics, Design Strategy, Design Thinking, Furnishings, Furniture, Marketing Strategy, New Business Development, Sales, Sales Management, Strategic Planning, Account Management, Business Development, Continuous Improvement, Contract Negotiation, Customer Service, Dealer Network..., Marketing, Space Planning, Sketching, Design Management, Human Factors, Strategic Selling, Risk Assessment, Budgets, Interior Design, Selling, 3D rendering, Floor Plans, Team Building
Education
Purdue University 1977 — 1981
BS, Environmental Design/Marketing
Perry Meridian HS 1974 — 1977
Herman Miller June 2010 - Present
Humanscale December 2009 - April 2010
Cantoni 2005 - 2009
Salomon Smith Barney 2001 - 2005
Jana Andrews Interiors 1993 - 1997
Darrons Interiors 1983 - 1989
Skills
Ergonomics, Design Strategy, Design Thinking, Furnishings, Furniture, Marketing Strategy, New Business Development, Sales, Sales Management, Strategic Planning, Account Management, Business Development, Continuous Improvement, Contract Negotiation, Customer Service, Dealer Network..., Marketing, Space Planning, Sketching, Design Management, Human Factors, Strategic Selling, Risk Assessment, Budgets, Interior Design, Selling, 3D rendering, Floor Plans, Team Building
Education
Purdue University 1977 — 1981
BS, Environmental Design/Marketing
Perry Meridian HS 1974 — 1977
Lauren Magnotti Martin Lauren Magnotti Martin's Salomon Smith Barney Experience July 2000 - August 2002
Job Senior Director of Legal Strategy at the ASPCA
Industry Law Practice
Experience
American Society for the Prevention of Cruelty to Animals (ASPCA) May 2010 - Present
St. John's University School of Law January 2012 - Present
Willkie Farr & Gallagher LLP September 2006 - June 2010
Salomon Smith Barney July 2000 - August 2002
CIBC World Markets January 2000 - July 2000
Testtakers 1998 - 2000
SCORE! Educational Centers July 1998 - October 1998
Skills
Legal Research, Animals, Animal Work, Legal Writing, Litigation, Corporate Law
Education
Saint John's University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1994 — 1998
B.A., Political Science
American Society for the Prevention of Cruelty to Animals (ASPCA) May 2010 - Present
St. John's University School of Law January 2012 - Present
Willkie Farr & Gallagher LLP September 2006 - June 2010
Salomon Smith Barney July 2000 - August 2002
CIBC World Markets January 2000 - July 2000
Testtakers 1998 - 2000
SCORE! Educational Centers July 1998 - October 1998
Skills
Legal Research, Animals, Animal Work, Legal Writing, Litigation, Corporate Law
Education
Saint John's University School of Law 2003 — 2006
J.D.
University of Pennsylvania 1994 — 1998
B.A., Political Science
Paul Corona Paul Corona's Salomon Smith Barney Experience 1998 - 2000
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
Royal Bank of Scotland October 2014 - May 2015
Royal Bank of Scotland May 2013 - October 2014
BNP Paribas 2008 - 2012
BNP Paribas 2003 - 2008
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Smith Barney 1998 - 2000
Citibank 1991 - 1998
The Centennial Group, Inc. (a real estate developer) 1989 - 1990
Skills
Leveraged Finance, LBO, Portfolio Management, Financial Sponsors, Underwriting, Credit Analysis, Credit Risk, Loan Documents, Asset Based Lending, Financial Modeling, Loan Origination, Senior Debt, Structured Finance, Loan Portfolio Analysis, Covenant Compliance, Due Diligence, Syndications, Valuation, Emerging Markets, Financial Analysis, Loans, Corporate Finance, Banking, Finance, Financial Risk, Mergers & Acquisitions, Equities, Derivatives, Risk Management, Commercial Banking, Relationship Management
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Management/Finance
University of Southern California - Marshall School of Business 1980 — 1984
BS, Business Administration/Accounting
Garden Grove High School (Garden Grove, CA) 1976 — 1980
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
Morgan Stanley May 2015 - Present
Royal Bank of Scotland October 2014 - May 2015
Royal Bank of Scotland May 2013 - October 2014
BNP Paribas 2008 - 2012
BNP Paribas 2003 - 2008
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Smith Barney 1998 - 2000
Citibank 1991 - 1998
The Centennial Group, Inc. (a real estate developer) 1989 - 1990
Skills
Leveraged Finance, LBO, Portfolio Management, Financial Sponsors, Underwriting, Credit Analysis, Credit Risk, Loan Documents, Asset Based Lending, Financial Modeling, Loan Origination, Senior Debt, Structured Finance, Loan Portfolio Analysis, Covenant Compliance, Due Diligence, Syndications, Valuation, Emerging Markets, Financial Analysis, Loans, Corporate Finance, Banking, Finance, Financial Risk, Mergers & Acquisitions, Equities, Derivatives, Risk Management, Commercial Banking, Relationship Management
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Management/Finance
University of Southern California - Marshall School of Business 1980 — 1984
BS, Business Administration/Accounting
Garden Grove High School (Garden Grove, CA) 1976 — 1980
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0
J Nicholas Acosta J Nicholas Acosta's Salomon Smith Barney Experience 1998 - 2000
Job Real Estate Sales Associate at Lipply Real Estate
Industry Real Estate
Experience
Lipply Real Estate May 2011 - Present
Deutsche Bank June 2010 - January 2011
DTCC April 2008 - December 2009
Citigroup 2001 - 2008
Citibank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Salomon Brothers 1985 - 1997
Education
Siena College
BS, Finance
Lipply Real Estate May 2011 - Present
Deutsche Bank June 2010 - January 2011
DTCC April 2008 - December 2009
Citigroup 2001 - 2008
Citibank 2000 - 2001
Salomon Smith Barney 1998 - 2000
Salomon Brothers 1985 - 1997
Education
Siena College
BS, Finance
Rachel Teksler Woldeselasie's Salomon Smith Barney Experience June 2001 - June 2002
Job Sales Manager Eagle Lending
Industry Banking
Experience
First Republic Bank March 2015 - Present
First Republic Bank November 2013 - Present
First Republic Bank August 2008 - December 2013
First Republic Bank May 2006 - September 2008
SRI, A Mortgage Company January 2004 - May 2006
American Equity Mortgage January 2002 - January 2004
Bayporte Financial August 2002 - May 2003
Salomon Smith Barney June 2001 - June 2002
Skills
Fluent in..., Management, Strong knowledge in..., Customer Service, Client Management, Wealth Management, Sales, Operations Management, Banking, CRM, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Risk Management, Commercial Banking
Education
San Francisco State University 1999 — 2002
Bachelor's degree
Kent
First Republic Bank March 2015 - Present
First Republic Bank November 2013 - Present
First Republic Bank August 2008 - December 2013
First Republic Bank May 2006 - September 2008
SRI, A Mortgage Company January 2004 - May 2006
American Equity Mortgage January 2002 - January 2004
Bayporte Financial August 2002 - May 2003
Salomon Smith Barney June 2001 - June 2002
Skills
Fluent in..., Management, Strong knowledge in..., Customer Service, Client Management, Wealth Management, Sales, Operations Management, Banking, CRM, Commercial Lending, Credit, Credit Analysis, Finance, Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Private Banking, Relationship Management, Risk Management, Commercial Banking
Education
San Francisco State University 1999 — 2002
Bachelor's degree
Kent
Mimi Flow Mimi Flow's Salomon Smith Barney Experience April 2000 - August 2001
Job Print design, specializing in covers
Industry Publishing
Experience
Self January 2011 - Present
Springer Publishing Company February 2004 - October 2010
Salomon Smith Barney April 2000 - August 2001
Skills
Graphic Design, Book Design, Brochures, Business Cards, Invitations, Posters, Logo Design, Illustration, Typography, Corporate Identity, Adobe Creative Suite, InDesign, Illustrator, Art Direction, Layout, Digital Illustration, Graphics, Adobe Acrobat
Education
Savannah College of Art and Design 1991 — 1995
BA, Illustration
Savannah College of Art and Design 1991 — 1995
Bachelor's degree, Illustration
Self January 2011 - Present
Springer Publishing Company February 2004 - October 2010
Salomon Smith Barney April 2000 - August 2001
Skills
Graphic Design, Book Design, Brochures, Business Cards, Invitations, Posters, Logo Design, Illustration, Typography, Corporate Identity, Adobe Creative Suite, InDesign, Illustrator, Art Direction, Layout, Digital Illustration, Graphics, Adobe Acrobat
Education
Savannah College of Art and Design 1991 — 1995
BA, Illustration
Savannah College of Art and Design 1991 — 1995
Bachelor's degree, Illustration
Kevin Dzikowski's Salomon Smith Barney Experience March 1999 - April 2003
Job
Industry Real Estate
Experience
Currently seeking new opportunity August 2015 - Present
CT Statewide MLS (CTMLS) February 2014 - July 2015
Perimeter E-Security April 2006 - November 2011
Perimeter E-Security January 2009 - January 2010
Perimeter eSecurity February 2008 - January 2009
Perimeter E-Security December 2007 - February 2008
Perimeter E-Security December 2006 - December 2007
AT&T May 2003 - December 2006
Salomon Smith Barney March 1999 - April 2003
Skills
New Business Development, Proposal Writing, Customer Relations, Selling, Contract Negotiation, Account Management, Managed Services, Cold Calling, Customer Service, Business Development, Sales Operations, Salesforce.com, Strategy, Sales, Management, Leadership, Sales Management, Mobile Devices, Sales Process, Call Centers, Solution Selling, Direct Sales, Lead Generation, Cloud Computing, CRM, Professional Services, B2B, Sales Presentations, Customer Retention
Education
Southern Connecticut State University 1993 — 1998
Bachelor's Degree, Psychology
Currently seeking new opportunity August 2015 - Present
CT Statewide MLS (CTMLS) February 2014 - July 2015
Perimeter E-Security April 2006 - November 2011
Perimeter E-Security January 2009 - January 2010
Perimeter eSecurity February 2008 - January 2009
Perimeter E-Security December 2007 - February 2008
Perimeter E-Security December 2006 - December 2007
AT&T May 2003 - December 2006
Salomon Smith Barney March 1999 - April 2003
Skills
New Business Development, Proposal Writing, Customer Relations, Selling, Contract Negotiation, Account Management, Managed Services, Cold Calling, Customer Service, Business Development, Sales Operations, Salesforce.com, Strategy, Sales, Management, Leadership, Sales Management, Mobile Devices, Sales Process, Call Centers, Solution Selling, Direct Sales, Lead Generation, Cloud Computing, CRM, Professional Services, B2B, Sales Presentations, Customer Retention
Education
Southern Connecticut State University 1993 — 1998
Bachelor's Degree, Psychology
John Victorino John Victorino's Salomon Smith Barney Experience January 1997 - June 1999
Job RealTime Power Trader & Generation Planner (Power Marketer)
Industry Oil & Energy
Experience
Seattle City Light November 2010 - Present
Assent LLC December 2009 - July 2010
Kershner Trading Group, LLC - Hedge Fund March 2008 - November 2009
Bank of America February 2005 - July 2008
Victory Appraisals, Inc September 2002 - February 2005
Calixto R. Manriquez, Inc. February 2002 - September 2002
Group One Trading, LP January 2001 - January 2002
United States Marine Corps August 1994 - August 2000
Salomon Smith Barney January 1997 - June 1999
Skills
Equities, Options, Portfolio Management, Trading, Risk Management, Financial Analysis, Hedging, Economics, Investments, Trading Systems, Proprietary Trading, Financial Modeling, Derivatives, Electronic Trading, Equity Trading, Bloomberg, Hedge Funds, Trading Strategies, Equity Derivatives, Valuation, Asset Management, Financial Markets, Quantitative Analytics, Technical Analysis, Strategic Planning, Business Development, Entrepreneurship, Management, Options Strategies, Microsoft Excel, Asset Allocation, Start-ups, Business Analysis, Commodity Markets, Forecasting
Education
San Jose State University 1998 — 2000
Bachelor's of Science, Economics
Seattle City Light November 2010 - Present
Assent LLC December 2009 - July 2010
Kershner Trading Group, LLC - Hedge Fund March 2008 - November 2009
Bank of America February 2005 - July 2008
Victory Appraisals, Inc September 2002 - February 2005
Calixto R. Manriquez, Inc. February 2002 - September 2002
Group One Trading, LP January 2001 - January 2002
United States Marine Corps August 1994 - August 2000
Salomon Smith Barney January 1997 - June 1999
Skills
Equities, Options, Portfolio Management, Trading, Risk Management, Financial Analysis, Hedging, Economics, Investments, Trading Systems, Proprietary Trading, Financial Modeling, Derivatives, Electronic Trading, Equity Trading, Bloomberg, Hedge Funds, Trading Strategies, Equity Derivatives, Valuation, Asset Management, Financial Markets, Quantitative Analytics, Technical Analysis, Strategic Planning, Business Development, Entrepreneurship, Management, Options Strategies, Microsoft Excel, Asset Allocation, Start-ups, Business Analysis, Commodity Markets, Forecasting
Education
San Jose State University 1998 — 2000
Bachelor's of Science, Economics
Will Maze Will Maze's Salomon Smith Barney Experience 1994 - 1998
Job Portfolio Manager and Strategist at ELCO Management
Industry Financial Services
Experience
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
ELCO Management September 2011 - Present
Ecofin June 2005 - July 2011
Neuberger Berman 2003 - 2005
Banc of America Securities 1998 - 2003
Salomon Smith Barney 1994 - 1998
Skills
IPPs, Investments, Mutual Funds, Energy, Asset, Natural Gas, Asset Managment, Equities, Equity Research, Private Equity, Portfolio Management, Trading, Hedge Funds, Financial Modeling, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Due Diligence, Bloomberg, MLP, Hedging, Investment Strategies, Options, Asset Allocation, Financial Analysis, Institutional..., ETFs, Stock Picking, Wealth Management, Bloomberg Terminal, Buy-side, Commodity Markets, DCF, Economics, Value Investing, IPO, Equity Valuation, Investment Management, Fixed Income, Financial Markets, Fund Of Funds, Asset Management
Education
University of Notre Dame 1993 — 1995
Master of Business Administration (MBA)
Southern Connecticut State University
Bachelor of Science (BSc)
University of Notre Dame
Master of Business Administration (M.B.A.)
Jody Ackerman's Salomon Smith Barney Experience June 1997 - February 2000
Job Vice President
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2004 - Present
Merrill Lynch January 2000 - August 2004
Salomon Smith Barney June 1997 - February 2000
H J Meyers September 1993 - February 1996
Prudential Financial October 1992 - September 1993
Skills
PowerPoint, Research, Teaching, Photoshop, Public Speaking, Operational Process..., Financial Services, Mutual Funds, Series 7, Securities
Education
Saint Leo University 1988 — 1992
Business Administration and Management, General
Pershing, a BNY Mellon company August 2004 - Present
Merrill Lynch January 2000 - August 2004
Salomon Smith Barney June 1997 - February 2000
H J Meyers September 1993 - February 1996
Prudential Financial October 1992 - September 1993
Skills
PowerPoint, Research, Teaching, Photoshop, Public Speaking, Operational Process..., Financial Services, Mutual Funds, Series 7, Securities
Education
Saint Leo University 1988 — 1992
Business Administration and Management, General
Eliot Wheeler's Salomon Smith Barney Experience November 2000 - April 2002
Job New Business Manager Multiasset Execution Management Solutions (EMS & TCA) at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2014 - Present
Bloomberg LP April 2011 - July 2014
Bloomberg LP January 2009 - April 2011
Bloomberg L.P December 2006 - January 2009
AssetMark Investment Services, Inc June 2004 - November 2006
Cutler Group, LP April 2002 - June 2004
Salomon Smith Barney November 2000 - April 2002
Skills
Electronic Trading, Equities, Options, Bloomberg, Trading, Fixed Income, Capital Markets, Derivatives, Asset Management, Equity Derivatives, Trading Systems, Market Data, Portfolio Management, Hedge Funds, Bloomberg Terminal, FX Options, Financial Markets, Hedging, Mutual Funds, ETFs, Equity Trading, Investment Management, Series 7, Alternative Investments, Securities, Commodity
Education
Santa Clara University 1996 — 2000
Bachelor, Economics
Bloomberg LP July 2014 - Present
Bloomberg LP April 2011 - July 2014
Bloomberg LP January 2009 - April 2011
Bloomberg L.P December 2006 - January 2009
AssetMark Investment Services, Inc June 2004 - November 2006
Cutler Group, LP April 2002 - June 2004
Salomon Smith Barney November 2000 - April 2002
Skills
Electronic Trading, Equities, Options, Bloomberg, Trading, Fixed Income, Capital Markets, Derivatives, Asset Management, Equity Derivatives, Trading Systems, Market Data, Portfolio Management, Hedge Funds, Bloomberg Terminal, FX Options, Financial Markets, Hedging, Mutual Funds, ETFs, Equity Trading, Investment Management, Series 7, Alternative Investments, Securities, Commodity
Education
Santa Clara University 1996 — 2000
Bachelor, Economics
Meshia Johnson's Salomon Smith Barney Experience August 1998 - August 1999
Job Freelance Presentation Designer (meshia27@yahoo.com)
Industry Media Production
Experience
Event Production Companies, Pharmaceutical Advertising Agencies & Law Firms November 2005 - Present
Standard & Poor's September 2002 - November 2005
MetLife August 1999 - November 2002
Salomon Smith Barney August 1998 - August 1999
Bell Communications Research October 1988 - September 1998
Skills
PowerPoint, Creative Direction, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, InDesign, QuarkXPress, Keynote, Acrobat, Lotus Notes, Persuasion, Pagemaker, IBM PC, Macintosh, Canon Lasier Copiers, Scanners, Electrohome overhead..., Graphics Ops for...
Education
School of Visual Arts 1993 — 1997
Graphic Design
Event Production Companies, Pharmaceutical Advertising Agencies & Law Firms November 2005 - Present
Standard & Poor's September 2002 - November 2005
MetLife August 1999 - November 2002
Salomon Smith Barney August 1998 - August 1999
Bell Communications Research October 1988 - September 1998
Skills
PowerPoint, Creative Direction, Microsoft Excel, Microsoft Word, Photoshop, Illustrator, InDesign, QuarkXPress, Keynote, Acrobat, Lotus Notes, Persuasion, Pagemaker, IBM PC, Macintosh, Canon Lasier Copiers, Scanners, Electrohome overhead..., Graphics Ops for...
Education
School of Visual Arts 1993 — 1997
Graphic Design
Neepa Dalal Patel Neepa Dalal Patel's Salomon Smith Barney Experience October 2000 - May 2001
Job Sales Associate, Business Development Executive
Industry Real Estate
Experience
Alacra December 2003 - December 2005
Fame, Inc. May 2001 - October 2003
Salomon Smith Barney October 2000 - May 2001
Janney Montgomery Scott August 1997 - August 1999
Skills
Market Research, Training, Sales, Business Development, Project Management, Business Strategy, New Business Development, Consulting, Advertising, Market Analysis, Account Management, Mergers & Acquisitions, Selling
Education
Rutgers University-New Brunswick 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Business Administration
Alacra December 2003 - December 2005
Fame, Inc. May 2001 - October 2003
Salomon Smith Barney October 2000 - May 2001
Janney Montgomery Scott August 1997 - August 1999
Skills
Market Research, Training, Sales, Business Development, Project Management, Business Strategy, New Business Development, Consulting, Advertising, Market Analysis, Account Management, Mergers & Acquisitions, Selling
Education
Rutgers University-New Brunswick 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Richard Stockton College of New Jersey 1992 — 1996
Bachelor of Science, Business Administration
Stefani Merlo Stefani Merlo's Salomon Smith Barney Experience February 2001 - October 2002
Job Program Director at Youth NOW Student Center
Industry Nonprofit Organization Management
Experience
Youth N.O.W. Student Center July 2013 - Present
Stratford Middle School July 2012 - June 2013
West Valley Middle School July 2009 - July 2012
Aborn School April 2009 - August 2009
GUSD & MHUSD September 2008 - June 2009
High Five Learning Solutions September 2006 - June 2008
Edison Schools August 2003 - June 2006
Edison Schools October 2004 - June 2005
Edison McNair Academy December 2002 - June 2003
Salomon Smith Barney February 2001 - October 2002
Skills
Tutoring, Staff Development, Curriculum Design, Research, Microsoft Office, Special Education, Event Planning, Lesson Planning, Teaching, Microsoft Word, Leadership, Classroom, Nonprofits, Community Outreach, Higher Education, Fundraising, Classroom Management, Curriculum Development, Differentiated..., Educational Leadership, Management, ESL, Educational Technology, Instructional Design
Education
San Francisco State University 2001 — 2002
Credential, Elementary Education
San Francisco State University
San Francisco State University 1998 — 2001
BA, Liberal Studies
San Francisco State University
Bachelor of Arts, Liberal Studies
Youth N.O.W. Student Center July 2013 - Present
Stratford Middle School July 2012 - June 2013
West Valley Middle School July 2009 - July 2012
Aborn School April 2009 - August 2009
GUSD & MHUSD September 2008 - June 2009
High Five Learning Solutions September 2006 - June 2008
Edison Schools August 2003 - June 2006
Edison Schools October 2004 - June 2005
Edison McNair Academy December 2002 - June 2003
Salomon Smith Barney February 2001 - October 2002
Skills
Tutoring, Staff Development, Curriculum Design, Research, Microsoft Office, Special Education, Event Planning, Lesson Planning, Teaching, Microsoft Word, Leadership, Classroom, Nonprofits, Community Outreach, Higher Education, Fundraising, Classroom Management, Curriculum Development, Differentiated..., Educational Leadership, Management, ESL, Educational Technology, Instructional Design
Education
San Francisco State University 2001 — 2002
Credential, Elementary Education
San Francisco State University
San Francisco State University 1998 — 2001
BA, Liberal Studies
San Francisco State University
Bachelor of Arts, Liberal Studies
Cristina Peach Ciucur Cristina Peach Ciucur's Salomon Smith Barney Experience February 2002 - June 2002
Job Consturuction project engineer and LEED Manager at Tishman Construction ;Member of Board of Directors at Global Clinic
Industry Management Consulting
Experience
Tishman Construction, an AECOM Company December 2014 - Present
Global Clinic, Inc. www.theglobalclinic.org February 2014 - Present
Blanca's House October 2010 - February 2014
Wolf GordonJul 11 – Jun 12 August 2009 - June 2012
Wolf GordonAug 09 – Jul 11 August 2009 - June 2012
Beauvais Carpets November 2006 - August 2009
Nemati Collection / PDN Publishing September 2003 - October 2006
NEXT, Inc March 2003 - September 2003
Photography Studio September 1999 - December 2002
Salomon Smith Barney February 2002 - June 2002
Skills
Project Management, Translation, Sales Coordination, Exceptionally well..., Travel, Snowboarding, Rock Climbing, Ice Climbing, Coordinating Events, Fundraising, Cooking, High Organizational..., Cycling, Camping, Program Management, Management Consulting, Volunteer Management, New Business Development, Business Process..., CRM, Marketing Strategy, Training, Project Finance, Sales, Spanish, Coordination, Marketing, Team Management, Fixed Income, Customer Satisfaction, Leadership, Strategy, International..., Entrepreneurship, Market Research
Education
Queens College
Queens College
B.S, Mathematics & Economics; Mathematics
Tishman Construction, an AECOM Company December 2014 - Present
Global Clinic, Inc. www.theglobalclinic.org February 2014 - Present
Blanca's House October 2010 - February 2014
Wolf GordonJul 11 – Jun 12 August 2009 - June 2012
Wolf GordonAug 09 – Jul 11 August 2009 - June 2012
Beauvais Carpets November 2006 - August 2009
Nemati Collection / PDN Publishing September 2003 - October 2006
NEXT, Inc March 2003 - September 2003
Photography Studio September 1999 - December 2002
Salomon Smith Barney February 2002 - June 2002
Skills
Project Management, Translation, Sales Coordination, Exceptionally well..., Travel, Snowboarding, Rock Climbing, Ice Climbing, Coordinating Events, Fundraising, Cooking, High Organizational..., Cycling, Camping, Program Management, Management Consulting, Volunteer Management, New Business Development, Business Process..., CRM, Marketing Strategy, Training, Project Finance, Sales, Spanish, Coordination, Marketing, Team Management, Fixed Income, Customer Satisfaction, Leadership, Strategy, International..., Entrepreneurship, Market Research
Education
Queens College
Queens College
B.S, Mathematics & Economics; Mathematics
Faye Abad Franzone Faye Abad Franzone's Salomon Smith Barney Experience September 1996 - December 1997
Job Vice President, Learning Manager Corporate & Investment Bank at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2011 - Present
Pershing LLC January 1998 - May 2011
Salomon Smith Barney September 1996 - December 1997
Skills
Quality Management, Change Management, Customer Experience, Delivering Exceptional..., Service Level Management, Vendor Management, Telephone Quality..., Client Service Training, Six Sigma, Six Thinking Hats, Series 7, Series 24
Education
Rutgers University-New Brunswick 1992 — 1996
BA, English, Political Science
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2011 - Present
Pershing LLC January 1998 - May 2011
Salomon Smith Barney September 1996 - December 1997
Skills
Quality Management, Change Management, Customer Experience, Delivering Exceptional..., Service Level Management, Vendor Management, Telephone Quality..., Client Service Training, Six Sigma, Six Thinking Hats, Series 7, Series 24
Education
Rutgers University-New Brunswick 1992 — 1996
BA, English, Political Science
Smriti Mehra Smriti Mehra's Salomon Smith Barney Experience October 2003 - May 2004
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2011 - Present
American Express October 2010 - March 2011
American Express February 2008 - March 2009
BlackRock Financial Management November 2004 - February 2008
Salomon Smith Barney October 2003 - May 2004
Skills
Bloomberg, Finance, Fixed Income, Financial Modeling, Banking, Credit Risk, Microsoft Excel, Equities, Financial Analysis, Risk Management, Expense Management, Business Management, Business Development, Business Analysis, Financial Risk, Management, Financial Services, Credit, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors, Finance
EBHS 1996 — 2000
JPMorgan Chase March 2011 - Present
American Express October 2010 - March 2011
American Express February 2008 - March 2009
BlackRock Financial Management November 2004 - February 2008
Salomon Smith Barney October 2003 - May 2004
Skills
Bloomberg, Finance, Fixed Income, Financial Modeling, Banking, Credit Risk, Microsoft Excel, Equities, Financial Analysis, Risk Management, Expense Management, Business Management, Business Development, Business Analysis, Financial Risk, Management, Financial Services, Credit, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
Bachelors, Finance
EBHS 1996 — 2000
Nick Bischoff's Salomon Smith Barney Experience September 2000 - June 2002
Job Vice President Sales & Marketing at Sunseeker Yachts, USA
Industry Maritime
Experience
Sunseeker Yachts, USA July 2014 - Present
Tiara Yachts July 2012 - July 2014
Chilmark Consultants June 2009 - July 2012
Tiara Yachts a Division of S2 Yachts February 2006 - June 2009
Allied Richard Bertram Marine Group June 2002 - February 2006
Salomon Smith Barney September 2000 - June 2002
Skills
Start-ups, Management, Leadership, Business Development, CRM, Selling, Training, Strategic Planning, Sales, Recruiting, Project Planning, Yachting, New Business Development, Marketing Strategy, Boat, Marketing, Maritime, Contract Negotiation, Sales Management, Boating, Negotiation
Education
Springfield College 2015 — 2015
BS
Barnstable High School
Diploma
Cardinal Gibbons High School
Xavier High School
Sunseeker Yachts, USA July 2014 - Present
Tiara Yachts July 2012 - July 2014
Chilmark Consultants June 2009 - July 2012
Tiara Yachts a Division of S2 Yachts February 2006 - June 2009
Allied Richard Bertram Marine Group June 2002 - February 2006
Salomon Smith Barney September 2000 - June 2002
Skills
Start-ups, Management, Leadership, Business Development, CRM, Selling, Training, Strategic Planning, Sales, Recruiting, Project Planning, Yachting, New Business Development, Marketing Strategy, Boat, Marketing, Maritime, Contract Negotiation, Sales Management, Boating, Negotiation
Education
Springfield College 2015 — 2015
BS
Barnstable High School
Diploma
Cardinal Gibbons High School
Xavier High School
Anthony J Caruso Anthony J Caruso's Salomon Smith Barney Experience 1995 - 2000
Job Independent Technical Trainer, Technical Writer, Instructional Designer
Industry Computer Software
Experience
AJC Information Solutions May 1986 - Present
nTier Training 2012 - 2015
Verhoef Training, Inc 2007 - 2015
Hands On Technology Transfer 2004 - 2015
Alliance Bernsein 2006 - 2012
Citigroup 2000 - 2008
Salomon Smith Barney 1995 - 2000
Auxton Computer, Inc June 1980 - May 1986
Skills
XML, Unix, Java, Perl, Servlets, HTML, JSP, C#, Programming, Linux, .NET, C, Visual Studio, Java Enterprise Edition, Web Development, J2EE, CGI, JDBC, Swing, WinForms, EJB, Eclipse, Shell Scripting, Visual Basic, Virtual/Distance...
Education
NYU Stern School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1980
BS, Computer Science, Engineering
AJC Information Solutions May 1986 - Present
nTier Training 2012 - 2015
Verhoef Training, Inc 2007 - 2015
Hands On Technology Transfer 2004 - 2015
Alliance Bernsein 2006 - 2012
Citigroup 2000 - 2008
Salomon Smith Barney 1995 - 2000
Auxton Computer, Inc June 1980 - May 1986
Skills
XML, Unix, Java, Perl, Servlets, HTML, JSP, C#, Programming, Linux, .NET, C, Visual Studio, Java Enterprise Edition, Web Development, J2EE, CGI, JDBC, Swing, WinForms, EJB, Eclipse, Shell Scripting, Visual Basic, Virtual/Distance...
Education
NYU Stern School of Business 1983 — 1987
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1980
BS, Computer Science, Engineering
Glenn Silver, CPA Glenn Silver, CPA's Salomon Smith Barney Experience September 1997 - February 1999
Job Partner at MDD Forensic Accountants
Industry Accounting
Experience
MDD Forensic Accountants January 2015 - Present
Matson, Driscoll & Damico LLP March 1999 - December 2014
Salomon Smith Barney September 1997 - February 1999
Skills
Litigation Support, Forensic Accounting, Fraud
Education
State University of New York College at Oswego 1993 — 1997
Bachelor of Science, Accounting
MDD Forensic Accountants January 2015 - Present
Matson, Driscoll & Damico LLP March 1999 - December 2014
Salomon Smith Barney September 1997 - February 1999
Skills
Litigation Support, Forensic Accounting, Fraud
Education
State University of New York College at Oswego 1993 — 1997
Bachelor of Science, Accounting
Candace Darling Candace Darling's Salomon Smith Barney Experience 1997 - 1998
Job Principal at CandaceDarlingConsulting
Industry Human Resources
Experience
CandaceDarlingConsulting January 2009 - Present
Sphatika International, LLC 2006 - 2008
Lehman Brothers 2000 - 2006
Citigroup 1998 - 2000
Salomon Smith Barney 1997 - 1998
Salomon Brothers Inc 1995 - 1997
Broadway Shows March 1976 - September 1985
Skills
Talent Management, Talent Acquisition, Succession Planning, Onboarding, Music, Employee Engagement, Deferred Compensation, Recruiting, College Recruiting, Performance Management, Personnel Management, Executive Search, Applicant Tracking..., Human Resources, Organizational Design, HRIS, Organizational...
Education
Ryerson University
Theatre Major, Ballet training-The Royal Academy of Dancing
CandaceDarlingConsulting January 2009 - Present
Sphatika International, LLC 2006 - 2008
Lehman Brothers 2000 - 2006
Citigroup 1998 - 2000
Salomon Smith Barney 1997 - 1998
Salomon Brothers Inc 1995 - 1997
Broadway Shows March 1976 - September 1985
Skills
Talent Management, Talent Acquisition, Succession Planning, Onboarding, Music, Employee Engagement, Deferred Compensation, Recruiting, College Recruiting, Performance Management, Personnel Management, Executive Search, Applicant Tracking..., Human Resources, Organizational Design, HRIS, Organizational...
Education
Ryerson University
Theatre Major, Ballet training-The Royal Academy of Dancing
Shawn Campbell Shawn Campbell's Salomon Smith Barney Experience June 1999 - September 1999
Job Real Estate Private Equity
Industry Financial Services
Experience
Colony Capital June 2009 - Present
Hotel Financial Strategies January 2003 - June 2009
Campbell Consulting, Inc. January 2003 - June 2009
Northrop Grumman Space Technology January 2001 - January 2003
Encore Venture Partners September 1999 - January 2001
Salomon Smith Barney June 1999 - September 1999
Arthur Andersen June 1995 - July 1998
Skills
Loan Restructuring, Commercial Real Estate, Asset Management, Real Estate Acquisitions, Loan Workouts, Commercial Real Estate..., Asset Managment, Real Estate, Real Estate Private..., Loans, Financial Structuring, Mergers & Acquisitions, Due Diligence, Portfolio Management, Venture Capital, Acquisitions, Investment Banking, Investments, Management, Valuation, Equities, Real Estate Economics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Finance, General
Stanford University 1994 — 1995
Master of Arts (MA), International Economics
Stanford University 1991 — 1995
BA, Economics
Colony Capital June 2009 - Present
Hotel Financial Strategies January 2003 - June 2009
Campbell Consulting, Inc. January 2003 - June 2009
Northrop Grumman Space Technology January 2001 - January 2003
Encore Venture Partners September 1999 - January 2001
Salomon Smith Barney June 1999 - September 1999
Arthur Andersen June 1995 - July 1998
Skills
Loan Restructuring, Commercial Real Estate, Asset Management, Real Estate Acquisitions, Loan Workouts, Commercial Real Estate..., Asset Managment, Real Estate, Real Estate Private..., Loans, Financial Structuring, Mergers & Acquisitions, Due Diligence, Portfolio Management, Venture Capital, Acquisitions, Investment Banking, Investments, Management, Valuation, Equities, Real Estate Economics
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA, Finance, General
Stanford University 1994 — 1995
Master of Arts (MA), International Economics
Stanford University 1991 — 1995
BA, Economics
Serge Levin Serge Levin's Salomon Smith Barney Experience March 1999 - June 2001
Job CEO & Founder: Isle Empire Pictures
Industry Motion Pictures and Film
Experience
Isle Empire Pictures February 2010 - Present
ArvitFood July 2007 - January 2010
First Mercantile Partners July 2004 - May 2007
Bear Stearns August 2001 - July 2004
Salomon Smith Barney March 1999 - June 2001
Skills
Entertainment, Film, Television, Social Media, Social Media Marketing, Marketing Strategy, Digital Media, Video Production, Entrepreneurship, Film Production, Start-ups, Music, Strategic Planning, Event Management, Marketing
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Tamalpais High 1995 — 1997
Highschool Diploma
Isle Empire Pictures February 2010 - Present
ArvitFood July 2007 - January 2010
First Mercantile Partners July 2004 - May 2007
Bear Stearns August 2001 - July 2004
Salomon Smith Barney March 1999 - June 2001
Skills
Entertainment, Film, Television, Social Media, Social Media Marketing, Marketing Strategy, Digital Media, Video Production, Entrepreneurship, Film Production, Start-ups, Music, Strategic Planning, Event Management, Marketing
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Science (BS), Finance, General
Tamalpais High 1995 — 1997
Highschool Diploma
Frank DiPaola Frank DiPaola's Salomon Smith Barney Experience 1996 - 2004
Job Infrastructure and Service Delivery Manager
Industry Information Technology and Services
Experience
Xoriant 2015 - Present
Hewlett-Packard 2014 - 2014
Citi 2004 - 2014
Salomon Smith Barney 1996 - 2004
Salomon Brothers 1988 - 1996
Salomon Brothers 1984 - 1988
Grumman Data Systems 1980 - 1984
Skills
IT Infrastructure..., IT Management, Vendor Management, Project Management, Business Continuity, Disaster Recovery, Risk Management, SDLC, IT Strategy, Trading Systems, PMO, Financial Services, Business Analysis, ITIL, Enterprise Architecture, Program Management, Portfolio Management, Banking, Process Improvement, Fixed Income, Project Portfolio..., Equities, Market Data, Capital Markets
Education
St. John's University
Bachelor of Science, Computer Science
Xoriant 2015 - Present
Hewlett-Packard 2014 - 2014
Citi 2004 - 2014
Salomon Smith Barney 1996 - 2004
Salomon Brothers 1988 - 1996
Salomon Brothers 1984 - 1988
Grumman Data Systems 1980 - 1984
Skills
IT Infrastructure..., IT Management, Vendor Management, Project Management, Business Continuity, Disaster Recovery, Risk Management, SDLC, IT Strategy, Trading Systems, PMO, Financial Services, Business Analysis, ITIL, Enterprise Architecture, Program Management, Portfolio Management, Banking, Process Improvement, Fixed Income, Project Portfolio..., Equities, Market Data, Capital Markets
Education
St. John's University
Bachelor of Science, Computer Science
Robert Burden Robert Burden's Salomon Smith Barney Experience August 1998 - September 1999
Job Identity & Access Management Executive at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America Merrill Lynch September 2008 - June 2013
Citigroup March 2006 - June 2008
Citigroup January 2005 - March 2006
Citigroup September 1999 - January 2005
Salomon Smith Barney August 1998 - September 1999
Salomon Smith Barney May 1997 - August 1998
Salomon Brothers April 1993 - May 1997
Skills
Fixed Income, Electronic Trading, Risk Management, Trading, Trading Systems, Market Data, Prime Brokerage, Financial Risk, Derivatives, Capital Markets, Equities, Portfolio Management, Entitlements, Identity Management, Vendor Management, Financial Services, Strategy, Integration
Education
State University of New York at Buffalo - School of Management 1981 — 1985
Bachelor of Science, Business Administration, Concentration in Management Information Systems
Bank of America June 2013 - Present
Bank of America Merrill Lynch September 2008 - June 2013
Citigroup March 2006 - June 2008
Citigroup January 2005 - March 2006
Citigroup September 1999 - January 2005
Salomon Smith Barney August 1998 - September 1999
Salomon Smith Barney May 1997 - August 1998
Salomon Brothers April 1993 - May 1997
Skills
Fixed Income, Electronic Trading, Risk Management, Trading, Trading Systems, Market Data, Prime Brokerage, Financial Risk, Derivatives, Capital Markets, Equities, Portfolio Management, Entitlements, Identity Management, Vendor Management, Financial Services, Strategy, Integration
Education
State University of New York at Buffalo - School of Management 1981 — 1985
Bachelor of Science, Business Administration, Concentration in Management Information Systems
Jason Torres Jason Torres's Salomon Smith Barney Experience June 1998 - August 2001
Job Partner at Mansa Capital Management
Industry Venture Capital & Private Equity
Experience
Mansa Equity Partners 2008 - August 2012
Towers Capital Advisors October 2007 - June 2008
Deutsche Bank June 2003 - January 2005
Deutsche Bank December 2001 - June 2003
Salomon Smith Barney June 1998 - August 2001
Skills
Valuation, Private Equity, LBO, Venture Capital, Leveraged Finance, Due Diligence, Growth Capital, Investments, Financial Modeling, Corporate Development, Portfolio Management, Investment Banking, Trading, Hedge Funds, Mergers & Acquisitions, Management, Entrepreneurship, Business Planning, Structured Finance, Credit, Analytics, Strategy, Financial Risk, Finance, Equities, IPO, Credit Analysis, Start-ups, Mergers
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Business
Rensselaer Polytechnic Institute 1994 — 1998
B.S., Finance
Mansa Equity Partners 2008 - August 2012
Towers Capital Advisors October 2007 - June 2008
Deutsche Bank June 2003 - January 2005
Deutsche Bank December 2001 - June 2003
Salomon Smith Barney June 1998 - August 2001
Skills
Valuation, Private Equity, LBO, Venture Capital, Leveraged Finance, Due Diligence, Growth Capital, Investments, Financial Modeling, Corporate Development, Portfolio Management, Investment Banking, Trading, Hedge Funds, Mergers & Acquisitions, Management, Entrepreneurship, Business Planning, Structured Finance, Credit, Analytics, Strategy, Financial Risk, Finance, Equities, IPO, Credit Analysis, Start-ups, Mergers
Education
Stanford University Graduate School of Business 2005 — 2007
MBA, Business
Rensselaer Polytechnic Institute 1994 — 1998
B.S., Finance
Robert Uhl's Salomon Smith Barney Experience 1995 - 1998
Job Managing Director at Westwicke Partners, LLC
Industry Biotechnology
Experience
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
Westwicke Partners, LLC September 2011 - Present
Halozyme Therapeutics, Inc. May 2008 - July 2011
Friedman, Billings, Ramsey 2004 - 2008
Wells Fargo Securities 2003 - 2004
Leerink Swann 1999 - 2002
Salomon Smith Barney 1995 - 1998
Salomon Brothers 1988 - 1991
Skills
Biotechnology, Investor Relations, Pharmaceuticals, Financial Analysis, Voice Acting, Healthcare, Pharmaceutical Industry, Mergers, Venture Capital, Corporate Development, Financial Modeling, IPO, Valuation, Due Diligence, Writing, Voice Over, Medical Narration, Corporate Narration, Competitive Analysis, Press Releases, Corporate Communications, Mergers & Acquisitions, Crisis Communications, Capital Markets, Equity Research, Business Development, Equities, Strategy, Lifesciences, Competitive Intelligence, Biopharmaceuticals, Investments, Finance, Start-ups, Private Equity, Positioning, Narrator
Education
Purdue University
B.S., Microbiology
University of South Carolina - Darla Moore School of Business
MIBS, International Business
samuel katchen samuel katchen's Salomon Smith Barney Experience 1996 - 2004
Job money management at self
Industry Financial Services
Experience
Self-Employed 2005 - 2014
Salomon-Smith-Barney 1996 - 2004
Paine Webber 1988 - 1996
Merrill Lynch 1981 - 1988
Skills
Finance, Investments, Wealth Management, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 1964 — 1969
Bachelor's degree, History/English
Self-Employed 2005 - 2014
Salomon-Smith-Barney 1996 - 2004
Paine Webber 1988 - 1996
Merrill Lynch 1981 - 1988
Skills
Finance, Investments, Wealth Management, Retirement Planning
Education
Rutgers, The State University of New Jersey-Newark 1964 — 1969
Bachelor's degree, History/English
Bob Flanagan's Salomon Smith Barney Experience 1995 - 1999
Job Managing Director, Technology Investment Banking at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Raymond James & Associates, Inc September 2011 - Present
Oppenheimer & Co. May 2007 - September 2011
Cowen and Company, LLC January 2004 - May 2007
Thomas Weisel Partners 2000 - 2003
Salomon Smith Barney 1995 - 1999
Skills
Mergers, Investment Banking, IPO, Equity Offerings, Fairness Opinions, Secondary Offerings, Securities, Leveraged Finance, Acquisitions, Corporate Finance, Strategy, Equities, Corporate Development, Corporate Governance, Venture Capital, M&A experience, Capital Markets, Private Placements, Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Finance, Financial Modeling, Hedge Funds, Due Diligence
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
University of California, Los Angeles 1987 — 1990
BA, Economics
Ezra Crawford Ezra Crawford's Salomon Smith Barney Experience October 1999 - December 2001
Job Senior Legal Marketing and Business Development Professional; LMA Board of Directors
Industry Legal Services
Experience
BuckleySandler LLP January 2011 - Present
Howrey LLP October 2007 - December 2010
Sutherland Asbill & Brennan LLP January 2006 - October 2007
Jaffe Associates June 2004 - January 2006
Riggs Securities October 2002 - May 2004
Salomon Smith Barney October 1999 - December 2001
Skills
Business Development, Strategic Planning, Marketing Communications, Marketing, Marketing Strategy, Public Relations, Websites, Social Media Marketing, Blogging, Business Coaching, Sales, Event Planning, Competitive Intelligence, Brand Development, Financial Services, Training, Integrated Marketing, Newsletters, Legal Marketing
Education
Saint Lawrence University 1990 — 1994
Bachelor of Arts, Government
American University -- Washington Semester 1993 — 1993
International Business and Trade
BuckleySandler LLP January 2011 - Present
Howrey LLP October 2007 - December 2010
Sutherland Asbill & Brennan LLP January 2006 - October 2007
Jaffe Associates June 2004 - January 2006
Riggs Securities October 2002 - May 2004
Salomon Smith Barney October 1999 - December 2001
Skills
Business Development, Strategic Planning, Marketing Communications, Marketing, Marketing Strategy, Public Relations, Websites, Social Media Marketing, Blogging, Business Coaching, Sales, Event Planning, Competitive Intelligence, Brand Development, Financial Services, Training, Integrated Marketing, Newsletters, Legal Marketing
Education
Saint Lawrence University 1990 — 1994
Bachelor of Arts, Government
American University -- Washington Semester 1993 — 1993
International Business and Trade
Thomas Voitus Thomas Voitus's Salomon Smith Barney Experience September 1987 - July 1995
Job Lead Solution Architect and Systems Analyst
Industry Information Technology and Services
Experience
CS STARS - Marsh & McLennan Companies May 2011 - Present
Technisource April 2010 - December 2010
Public Consulting Group April 2001 - July 2009
Meandaur Internet October 1999 - February 2001
ESW Inc. February 1996 - October 1999
Salomon Smith Barney September 1987 - July 1995
Skills
Business Intelligence, Data Analysis, Business Systems..., Microsoft SQL Systems, Data Mining, Data Profiling, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Business Architecture, Requirements Gathering, Software Quality..., Process Redesign, Best Practices, Workflow Analysis, GAP Analysis, System Enhancements, Qualitative Analysis, Quantitative Analysis
Education
DePaul University CDM 2010 — 2010
Certification, SQL Server Business Intelligence Program
DePaul University CDM 2010 — 2010
Certification, SQL Server Database Administration Program
Quinlan School of Business, Loyola University Chicago 2007 — 2010
MSISM, Information Systems Management
TUSC 2009 — 2009
Certification, Oracle PL/SQL
Loyola University of Chicago - Graduate School of Business 2007 — 2009
Master of Science Information Systems Management, Graduate Certification in Data Warehousing and Business Intelligence
CS STARS - Marsh & McLennan Companies May 2011 - Present
Technisource April 2010 - December 2010
Public Consulting Group April 2001 - July 2009
Meandaur Internet October 1999 - February 2001
ESW Inc. February 1996 - October 1999
Salomon Smith Barney September 1987 - July 1995
Skills
Business Intelligence, Data Analysis, Business Systems..., Microsoft SQL Systems, Data Mining, Data Profiling, Marketing Research, Predictive Analytics, Predictive Modeling, Process Improvement, Business Architecture, Requirements Gathering, Software Quality..., Process Redesign, Best Practices, Workflow Analysis, GAP Analysis, System Enhancements, Qualitative Analysis, Quantitative Analysis
Education
DePaul University CDM 2010 — 2010
Certification, SQL Server Business Intelligence Program
DePaul University CDM 2010 — 2010
Certification, SQL Server Database Administration Program
Quinlan School of Business, Loyola University Chicago 2007 — 2010
MSISM, Information Systems Management
TUSC 2009 — 2009
Certification, Oracle PL/SQL
Loyola University of Chicago - Graduate School of Business 2007 — 2009
Master of Science Information Systems Management, Graduate Certification in Data Warehousing and Business Intelligence
Dennis Chu Dennis Chu's Salomon Smith Barney Experience May 1996 - April 1998
Job
Industry Investment Management
Experience
Cambridge Associates LLC May 2000 - Present
Paulson & Co. June 1998 - December 1998
Salomon Smith Barney May 1996 - April 1998
BZW July 1994 - October 1995
PARIBAS August 1993 - September 1993
Mitchell Madison Group July 1993 - August 1993
Hambrecht & Quist January 1990 - June 1992
Goldman Sachs July 1988 - June 1989
Goldman Sachs August 1986 - June 1988
Skills
Hedge fund portfolio..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Asset Management, Institutional Investors
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance
Stanford University 1982 — 1986
BS, Electrical Engineering
Stuyvesant High School 1978 — 1982
Cambridge Associates LLC May 2000 - Present
Paulson & Co. June 1998 - December 1998
Salomon Smith Barney May 1996 - April 1998
BZW July 1994 - October 1995
PARIBAS August 1993 - September 1993
Mitchell Madison Group July 1993 - August 1993
Hambrecht & Quist January 1990 - June 1992
Goldman Sachs July 1988 - June 1989
Goldman Sachs August 1986 - June 1988
Skills
Hedge fund portfolio..., Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Venture Capital, Asset Management, Institutional Investors
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance
Stanford University 1982 — 1986
BS, Electrical Engineering
Stuyvesant High School 1978 — 1982
Zakiyyah Taalib Bey Zakiyyah Taalib Bey's Salomon Smith Barney Experience 1998 - 2003
Job Managing Director at Divinely Guided Holdings
Industry Information Services
Experience
Divinely Guided Holdings August 1996 - Present
Salomon Smith Barney 1998 - 2003
Sullivan & Cromwell LLP 1999 - 2001
Lehman Brothers 1996 - 1999
Education
Spelman College 1978 — 1979
Drama, English, Education
Boggs Academy 1977 — 1978
Diploma, Academic
Divinely Guided Holdings August 1996 - Present
Salomon Smith Barney 1998 - 2003
Sullivan & Cromwell LLP 1999 - 2001
Lehman Brothers 1996 - 1999
Education
Spelman College 1978 — 1979
Drama, English, Education
Boggs Academy 1977 — 1978
Diploma, Academic
Randy Woodward Randy Woodward's Salomon Smith Barney Experience February 1998 - August 1998
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Laura Perocier Laura Perocier's Salomon Smith Barney Experience 1999 - 2000
Job Account Management Vice President at MetLife
Industry Financial Services
Experience
MetLife April 2001 - Present
Salomon Smith Barney 1999 - 2000
Prudential Securities 1996 - 1999
Prudential Securities 1995 - 1996
Prudential Securities 1992 - 1995
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Insurance, Life Insurance, Retirement Planning, Retirement, Variable Annuities, Securities, 401k, Wealth Management
Education
Providence College 1988 — 1992
Bachelor of Arts, English
MetLife April 2001 - Present
Salomon Smith Barney 1999 - 2000
Prudential Securities 1996 - 1999
Prudential Securities 1995 - 1996
Prudential Securities 1992 - 1995
Skills
Series 63, Series 7, Fixed Annuities, Mutual Funds, Insurance, Life Insurance, Retirement Planning, Retirement, Variable Annuities, Securities, 401k, Wealth Management
Education
Providence College 1988 — 1992
Bachelor of Arts, English
James Mar James Mar's Salomon Smith Barney Experience June 1999 - July 1999
Job Operations Analyst / Performance Reporting at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
nycblanks.com June 2006 - February 2010
International Fund Services July 2008 - August 2008
Unclaimed Dry Cleaning Inc December 2002 - December 2006
Goldman Sachs & Company September 1999 - October 2002
Goldman Sachs 1999 - 2002
Salomon Smith Barney June 1999 - July 1999
Rutgers University Campus Computing Facilities October 1997 - December 1998
Skills
Valuation, Troubleshooting, Management, Business Process..., Technical Support, Fixed Income, Accounting, Equities
Education
Baruch College, Zicklin School of Business 2006 — 2008
Masters of Business Administration, Finance & Investments
Rutgers the State University of New Jersey, School of Business 1996 — 1999
BS, Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley September 2011 - Present
nycblanks.com June 2006 - February 2010
International Fund Services July 2008 - August 2008
Unclaimed Dry Cleaning Inc December 2002 - December 2006
Goldman Sachs & Company September 1999 - October 2002
Goldman Sachs 1999 - 2002
Salomon Smith Barney June 1999 - July 1999
Rutgers University Campus Computing Facilities October 1997 - December 1998
Skills
Valuation, Troubleshooting, Management, Business Process..., Technical Support, Fixed Income, Accounting, Equities
Education
Baruch College, Zicklin School of Business 2006 — 2008
Masters of Business Administration, Finance & Investments
Rutgers the State University of New Jersey, School of Business 1996 — 1999
BS, Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Sean Paradine Sean Paradine's Salomon Smith Barney Experience January 1990 - February 1991
Job Vice President at Everest Reinsurance
Industry Insurance
Experience
Everest Reinsurance September 1994 - Present
Johnson and Higgins January 1991 - September 1994
Salomon Smith Barney January 1990 - February 1991
Skills
Risk Management, Negotiation, Strategic Planning, Budget, Contract Negotiation, New Business Development, Analysis, Account Management, Team Building, Process Improvement, Financial Analysis, Budgets, Commercial Insurance, Claims Management, Reinsurance, Brokers, Liability, Claim, Property & Casualty..., General Insurance, D&O, Financial Risk, Professional Liability, Casualty, Underwriting, Forecasting, Business Strategy, Captives, Excess, Casualty Insurance
Education
Saint Peter's University 1985 — 1990
BA, Accounting
Bayonne High School 1981 — 1985
Accounting
Everest Reinsurance September 1994 - Present
Johnson and Higgins January 1991 - September 1994
Salomon Smith Barney January 1990 - February 1991
Skills
Risk Management, Negotiation, Strategic Planning, Budget, Contract Negotiation, New Business Development, Analysis, Account Management, Team Building, Process Improvement, Financial Analysis, Budgets, Commercial Insurance, Claims Management, Reinsurance, Brokers, Liability, Claim, Property & Casualty..., General Insurance, D&O, Financial Risk, Professional Liability, Casualty, Underwriting, Forecasting, Business Strategy, Captives, Excess, Casualty Insurance
Education
Saint Peter's University 1985 — 1990
BA, Accounting
Bayonne High School 1981 — 1985
Accounting
Louis Damiano Louis Damiano's Salomon Smith Barney Experience April 1998 - October 2000
Job SVP, Control Supervisory Support, Compliance
Industry Financial Services
Experience
Convergex Execution Solutions 2002 - Present
CitiGroup Private Bank October 2000 - October 2002
Salomon Smith Barney April 1998 - October 2000
D.H. Blair & Co., Inc. September 1988 - February 1998
Skills
Capital Markets, Equities, FINRA, Executive Management, Securities, Trading Systems, Hedge Funds, Series 7, Electronic Trading, Financial Services, Trading, Internal Audit, Management
Education
St. John's University 1981 — 1985
Bachelor's Degree, Business Management
Convergex Execution Solutions 2002 - Present
CitiGroup Private Bank October 2000 - October 2002
Salomon Smith Barney April 1998 - October 2000
D.H. Blair & Co., Inc. September 1988 - February 1998
Skills
Capital Markets, Equities, FINRA, Executive Management, Securities, Trading Systems, Hedge Funds, Series 7, Electronic Trading, Financial Services, Trading, Internal Audit, Management
Education
St. John's University 1981 — 1985
Bachelor's Degree, Business Management
Alexander Lucero Alexander Lucero's Salomon Smith Barney Experience January 1998 - March 1999
Job Managing Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - Present
Experian Marketing Services UK March 2012 - July 2013
Citi March 1998 - March 2012
Salomon Smith Barney January 1998 - March 1999
Salomon Brothers June 1994 - December 1997
Skills
Analytics, Banking, Business Analysis, CISSP, Data Center, Electronic Trading, Enterprise Architecture, Equities, Equity Capital Markets, Equity Derivatives, Equity Trading, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Leadership, Loyalty Marketing, Management, Market Data, Marketing Strategy, Options, Oracle, Project Management, Risk Management, SDLC, SaaS, SharePoint, Software Project..., Strategic Financial..., Sybase, Trading, Trading Systems, Vendor Management, FX Options
Education
Rutgers University-New Brunswick 1990 — 1994
BA and BS, Mathematics and Computer Science
Wells Fargo February 2015 - Present
Wells Fargo July 2013 - Present
Experian Marketing Services UK March 2012 - July 2013
Citi March 1998 - March 2012
Salomon Smith Barney January 1998 - March 1999
Salomon Brothers June 1994 - December 1997
Skills
Analytics, Banking, Business Analysis, CISSP, Data Center, Electronic Trading, Enterprise Architecture, Equities, Equity Capital Markets, Equity Derivatives, Equity Trading, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Leadership, Loyalty Marketing, Management, Market Data, Marketing Strategy, Options, Oracle, Project Management, Risk Management, SDLC, SaaS, SharePoint, Software Project..., Strategic Financial..., Sybase, Trading, Trading Systems, Vendor Management, FX Options
Education
Rutgers University-New Brunswick 1990 — 1994
BA and BS, Mathematics and Computer Science
Armen S. Jesralyan, MBA's Salomon Smith Barney Experience 1999 - 1999
Job Senior Associate Prime Brokerage
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Goldman Sachs December 2004 - April 2009
Pershing 2000 - 2004
Salomon Smith Barney 1999 - 1999
Skills
Microsoft Office, Asset Management, Bloomberg, Hedge Funds, Capital Markets, Trading, Banking, Series 7, Prime Brokerage, Due Diligence, Mutual Funds, Asset Managment, Loans, Account Management, Financial Services, Finance, Fixed Income, Investment Banking, Derivatives, FINRA, FX Options, Financial Risk, Equities, Private Equity, Corporate Actions, Securities, Alternative Investments, Bonds, ETFs, Middle Office, Series 63, Settlement, Equity Trading, Options, Trading Systems, Fund Of Funds
Education
Rutgers Graduate School of Business 2003 — 2006
Masters Business Administration (MBA), Finance Concentration
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance
Rutgers University 1996 — 2000
B.A, Economics
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Fair Lawn High School
Fidelity Investments 2009 - Present
Goldman Sachs December 2004 - April 2009
Pershing 2000 - 2004
Salomon Smith Barney 1999 - 1999
Skills
Microsoft Office, Asset Management, Bloomberg, Hedge Funds, Capital Markets, Trading, Banking, Series 7, Prime Brokerage, Due Diligence, Mutual Funds, Asset Managment, Loans, Account Management, Financial Services, Finance, Fixed Income, Investment Banking, Derivatives, FINRA, FX Options, Financial Risk, Equities, Private Equity, Corporate Actions, Securities, Alternative Investments, Bonds, ETFs, Middle Office, Series 63, Settlement, Equity Trading, Options, Trading Systems, Fund Of Funds
Education
Rutgers Graduate School of Business 2003 — 2006
Masters Business Administration (MBA), Finance Concentration
Rutgers, The State University of New Jersey-Newark 2003 — 2006
MBA, Finance
Rutgers University 1996 — 2000
B.A, Economics
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Fair Lawn High School
Andrew Marquardt Andrew Marquardt's Salomon Smith Barney Experience March 2002 - March 2003
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
Andrew R. Lefebvre, CFP®'s Salomon Smith Barney Experience September 2001 - January 2002
Job Vaillancourt & Pescatore Financial Group, LLC
Industry Financial Services
Experience
Vaillancourt & Pescatore Financial Group, LLC May 2002 - Present
Salomon Smith Barney September 2001 - January 2002
Northwestern Mutual May 2001 - September 2001
Skills
Financial Planning, Retirement Income..., Investment Management..., Investments, Mutual Funds, Series 7, Wealth Management, Wealth Accumulation, Estate Planning, Asset Allocation, Series 63, Financial Planners, Investment Strategies, Financial Analysis, Securities, Long Term Care Insurance, Financial Modeling, Portfolio Management, Retirement, IRAs, Roth IRA, Financial Goals, Fixed Annuities, Financial Risk, Strategic Financial..., Retirement Planning
Education
Southern New Hampshire University 1999 — 2002
Bachelor of Science, Accounting & Finance
Lowell High School 1994 — 1998
High School
Vaillancourt & Pescatore Financial Group, LLC May 2002 - Present
Salomon Smith Barney September 2001 - January 2002
Northwestern Mutual May 2001 - September 2001
Skills
Financial Planning, Retirement Income..., Investment Management..., Investments, Mutual Funds, Series 7, Wealth Management, Wealth Accumulation, Estate Planning, Asset Allocation, Series 63, Financial Planners, Investment Strategies, Financial Analysis, Securities, Long Term Care Insurance, Financial Modeling, Portfolio Management, Retirement, IRAs, Roth IRA, Financial Goals, Fixed Annuities, Financial Risk, Strategic Financial..., Retirement Planning
Education
Southern New Hampshire University 1999 — 2002
Bachelor of Science, Accounting & Finance
Lowell High School 1994 — 1998
High School
Catherine Brookfield Catherine Brookfield's Salomon Smith Barney Experience October 1999 - November 2003
Job Financial Planner at Financial Advisory Service
Industry Financial Services
Experience
Financial Advisory Service July 2007 - Present
Bank Midwest January 2005 - July 2007
Salomon Smith Barney October 1999 - November 2003
PaineWebber August 1998 - October 1999
Skills
Financial Reporting, Financial Analysis, Equity Research, Due Diligence, Budgets, Asset Managment, Investments, Banking, Risk Management, Insurance, Business Strategy, Accounting, Strategic Financial..., Portfolio Management, Management, Asset Management
Education
Saint Mary's College 1994 — 1998
BBA, Finance & Accounting
Financial Advisory Service July 2007 - Present
Bank Midwest January 2005 - July 2007
Salomon Smith Barney October 1999 - November 2003
PaineWebber August 1998 - October 1999
Skills
Financial Reporting, Financial Analysis, Equity Research, Due Diligence, Budgets, Asset Managment, Investments, Banking, Risk Management, Insurance, Business Strategy, Accounting, Strategic Financial..., Portfolio Management, Management, Asset Management
Education
Saint Mary's College 1994 — 1998
BBA, Finance & Accounting
Wanda Echavarria-Drummond Wanda Echavarria-Drummond's Salomon Smith Barney Experience 1997 - 1999
Job Executive Director of GMS Global Presidential Associate Program & Millennial Development
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. January 2014 - Present
Training The Street January 2010 - December 2012
Credit Suisse March 1999 - August 2009
Salomon Smith Barney 1997 - 1999
Calvin Klein, Inc. 1993 - 1997
Skills
Project Management, Technology, People Management, Program Management, Learning Management, Learning and Development, Product Development, Business Analysis, Employee Training, Management, Analysis, Process Improvement, CRM, Strategy, Strategic Planning, Vendor Management, Leadership, Training, Business Development, Business Strategy, Marketing Communications, Mergers & Acquisitions, Start-ups, Project Planning, Change Management, Business Process..., Management Consulting, Cross-functional Team..., Entrepreneurship, Marketing, Relationship Management, Outsourcing, Sales, Business Planning, Data Analysis, IT Strategy, Market Research, Corporate Development, Executive Management, Organizational...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
B.A., English, Business Administration
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), English Language and Literature, General
The Estée Lauder Companies Inc. January 2014 - Present
Training The Street January 2010 - December 2012
Credit Suisse March 1999 - August 2009
Salomon Smith Barney 1997 - 1999
Calvin Klein, Inc. 1993 - 1997
Skills
Project Management, Technology, People Management, Program Management, Learning Management, Learning and Development, Product Development, Business Analysis, Employee Training, Management, Analysis, Process Improvement, CRM, Strategy, Strategic Planning, Vendor Management, Leadership, Training, Business Development, Business Strategy, Marketing Communications, Mergers & Acquisitions, Start-ups, Project Planning, Change Management, Business Process..., Management Consulting, Cross-functional Team..., Entrepreneurship, Marketing, Relationship Management, Outsourcing, Sales, Business Planning, Data Analysis, IT Strategy, Market Research, Corporate Development, Executive Management, Organizational...
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
B.A., English, Business Administration
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), English Language and Literature, General
Michelle Graham-Lyons Michelle Graham-Lyons's Salomon Smith Barney Experience July 1997 - May 2000
Job Operations Manager Consultant to Assurance Wireless Sprint Nextel
Industry Investment Management
Experience
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Deb Stewart Deb Stewart's Salomon Smith Barney Experience 1999 - 2000
Job Email Marketing At Guitar Center
Industry Retail
Experience
Guitar Center 2005 - Present
Guitar Center 2000 - 2010
Salomon Smith Barney 1999 - 2000
WHFB 1996 - 1999
WBRN 1992 - 1996
Skills
e-mail coding, CAN-SPAM, e-mail testing, e-mail reporting and..., quality assurance, social networking, communication skills, problem solving, detail oriented, proactive, HTML, CSS, hand coding, Homesite, Photoshop, Pivotal Veracity, SQL, Word, Excel, Facebook, Twitter, Microsoft Excel, Social Networking, Microsoft Word, Email Marketing, CRM, Social Media, Marketing Strategy, Web Pages, E-commerce, Marketing, Web Marketing, Online Marketing, Advertising, Management, Social Media Marketing
Education
Siena Heights University 1996 — 1998
Bachelor of Applied Science
Specs Howard School of Broadcast Arts 1991 — 1991
Guitar Center 2005 - Present
Guitar Center 2000 - 2010
Salomon Smith Barney 1999 - 2000
WHFB 1996 - 1999
WBRN 1992 - 1996
Skills
e-mail coding, CAN-SPAM, e-mail testing, e-mail reporting and..., quality assurance, social networking, communication skills, problem solving, detail oriented, proactive, HTML, CSS, hand coding, Homesite, Photoshop, Pivotal Veracity, SQL, Word, Excel, Facebook, Twitter, Microsoft Excel, Social Networking, Microsoft Word, Email Marketing, CRM, Social Media, Marketing Strategy, Web Pages, E-commerce, Marketing, Web Marketing, Online Marketing, Advertising, Management, Social Media Marketing
Education
Siena Heights University 1996 — 1998
Bachelor of Applied Science
Specs Howard School of Broadcast Arts 1991 — 1991
Frederick Zwierlein, CPA Frederick Zwierlein, CPA's Salomon Smith Barney Experience December 1998 - May 2003
Job Connecting Talent with Opportunity Everyday
Industry Accounting
Experience
Freed Maxick, CPA's, PC July 2008 - Present
Robert Half Management Resources May 2007 - July 2008
Salomon Smith Barney December 1998 - May 2003
Skills
Accounting, Team Building, Tax, CPA, Auditing, Training, Business Development, Recruiting, Finance, Solution Selling, Time Management, Management, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Internal Controls, Payroll, QuickBooks
Education
State University of New York College at Fredonia 1984 — 1988
Bachelor of Science, Accounting
Freed Maxick, CPA's, PC July 2008 - Present
Robert Half Management Resources May 2007 - July 2008
Salomon Smith Barney December 1998 - May 2003
Skills
Accounting, Team Building, Tax, CPA, Auditing, Training, Business Development, Recruiting, Finance, Solution Selling, Time Management, Management, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Mergers & Acquisitions, Financial Analysis, Budgets, Forecasting, Internal Controls, Payroll, QuickBooks
Education
State University of New York College at Fredonia 1984 — 1988
Bachelor of Science, Accounting
Sonja Madson's Salomon Smith Barney Experience May 1995 - November 1998
Job Service Availability Manager at IBM
Industry Information Technology and Services
Experience
IBM May 2014 - Present
IBM November 2004 - May 2014
IBM July 2000 - November 2004
Telecontractors, Inc. December 1998 - December 1999
Salomon Smith Barney May 1995 - November 1998
Skills
PMP, Service Delivery, IT Service Management, Incident Management, Sla, Global Delivery, System Deployment, Management, Resource Management, Data Center, Security, Project Portfolio..., Project Delivery, Enterprise Architecture, Disaster Recovery, Program Management, Requirements Analysis, Service Management, Integration, AIX, Software Project..., Cloud Computing, Pre-sales, Governance, Vendor Management, Managed Services, SaaS, Infrastructure, Enterprise Software, Virtualization, SOA, Professional Services, MS Project, SDLC, Business Transformation, Business Analysis, Unix, Business Process, Transition Management, Business Intelligence, Certified Project..., Business Process..., Servers, PMI, Software Development, High Availability, Project Management
Education
San Francisco State University 1996 — 1998
Certificate, Multimedia
Wesleyan University 1985 — 1990
Bachelor's degree, Sociology and Studio Art
Amherst Regional High School 1982 — 1985
Diploma
IBM May 2014 - Present
IBM November 2004 - May 2014
IBM July 2000 - November 2004
Telecontractors, Inc. December 1998 - December 1999
Salomon Smith Barney May 1995 - November 1998
Skills
PMP, Service Delivery, IT Service Management, Incident Management, Sla, Global Delivery, System Deployment, Management, Resource Management, Data Center, Security, Project Portfolio..., Project Delivery, Enterprise Architecture, Disaster Recovery, Program Management, Requirements Analysis, Service Management, Integration, AIX, Software Project..., Cloud Computing, Pre-sales, Governance, Vendor Management, Managed Services, SaaS, Infrastructure, Enterprise Software, Virtualization, SOA, Professional Services, MS Project, SDLC, Business Transformation, Business Analysis, Unix, Business Process, Transition Management, Business Intelligence, Certified Project..., Business Process..., Servers, PMI, Software Development, High Availability, Project Management
Education
San Francisco State University 1996 — 1998
Certificate, Multimedia
Wesleyan University 1985 — 1990
Bachelor's degree, Sociology and Studio Art
Amherst Regional High School 1982 — 1985
Diploma
Jennifer D'Ambrosio's Salomon Smith Barney Experience April 2000 - July 2002
Job Sales at MarketAxess
Industry Financial Services
Experience
MarketAxess October 2014 - Present
Wells Fargo Securities December 2010 - October 2014
Vyapar Capital Market Partners, LLC June 2009 - September 2010
UBS Investment Bank March 2006 - November 2008
Citi Group July 1995 - March 2006
Salomon Smith Barney April 2000 - July 2002
Skills
Fixed Income, Investments, Bonds, Capital Markets, Securities, Trading, Portfolio Management, Electronic Trading
Education
Rutgers University-New Brunswick 1993 — 1996
Bachelor of Arts, Economics, Communication
MarketAxess October 2014 - Present
Wells Fargo Securities December 2010 - October 2014
Vyapar Capital Market Partners, LLC June 2009 - September 2010
UBS Investment Bank March 2006 - November 2008
Citi Group July 1995 - March 2006
Salomon Smith Barney April 2000 - July 2002
Skills
Fixed Income, Investments, Bonds, Capital Markets, Securities, Trading, Portfolio Management, Electronic Trading
Education
Rutgers University-New Brunswick 1993 — 1996
Bachelor of Arts, Economics, Communication
Jeff Leb Jeff Leb's Salomon Smith Barney Experience June 1998 - July 2001
Job Managing Director of Government & External Relations at UJAFederation of New York
Industry Nonprofit Organization Management
Experience
UJA-Federation of New York December 2014 - Present
Peninsula Public Library July 2011 - Present
Orthodox Union November 2012 - December 2014
Otsar Family Services, Inc. August 2011 - November 2012
Sephardic Community Federation January 2008 - August 2011
New York City Council 2003 - 2008
Salomon Smith Barney June 1998 - July 2001
Skills
Political Campaigns, Political Consulting, Public Policy, Politics, Coalitions, Legislative Relations, Grassroots Organizing, Community Outreach, Non-profits, Political Communication, Policy, Fundraising, Public Affairs, Public Speaking, Volunteer Management, Strategic Communications, Government, Crisis Communications, Nonprofits, Public Relations, Program Development, Legislation, Community Organizing, Board Development, Event Planning, Media Relations, Grant Writing, Policy Analysis, Economic Development
Education
Queens College
UJA-Federation of New York December 2014 - Present
Peninsula Public Library July 2011 - Present
Orthodox Union November 2012 - December 2014
Otsar Family Services, Inc. August 2011 - November 2012
Sephardic Community Federation January 2008 - August 2011
New York City Council 2003 - 2008
Salomon Smith Barney June 1998 - July 2001
Skills
Political Campaigns, Political Consulting, Public Policy, Politics, Coalitions, Legislative Relations, Grassroots Organizing, Community Outreach, Non-profits, Political Communication, Policy, Fundraising, Public Affairs, Public Speaking, Volunteer Management, Strategic Communications, Government, Crisis Communications, Nonprofits, Public Relations, Program Development, Legislation, Community Organizing, Board Development, Event Planning, Media Relations, Grant Writing, Policy Analysis, Economic Development
Education
Queens College
Alexandra O'Dell Alexandra O'Dell's Salomon Smith Barney Experience 2000 - 2002
Job Superior results are born from focused objectives.
Industry Marketing and Advertising
Experience
My Own Business June 2015 - Present
Kaplan University May 2009 - February 2012
Deutsche Bank Asset Management 2009 - 2009
Wachovia Securities Financial Network 2007 - 2009
TradeStation Securities 2005 - 2007
John W. Henry & Company, Inc. 2002 - 2005
SALOMON SMITH BARNEY 2000 - 2002
PaineWebber 1999 - 2000
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1997 - 1999
Skills
Financial Services, Strategic Planning, Marketing Strategy, Communication, Sales, Alternative Investments, Wealth Management..., Presentation Skills, Risk Management, Client Services, Trade Compliance, Compliance Management, Public Speaking, Investments, Portfolio Management, Analysis, Management, Mutual Funds, Series 7, Trading, Marketing, Options, Social Media Marketing, Securities
Education
Sacred Heart University 1991 — 1995
BA, English & Communications
My Own Business June 2015 - Present
Kaplan University May 2009 - February 2012
Deutsche Bank Asset Management 2009 - 2009
Wachovia Securities Financial Network 2007 - 2009
TradeStation Securities 2005 - 2007
John W. Henry & Company, Inc. 2002 - 2005
SALOMON SMITH BARNEY 2000 - 2002
PaineWebber 1999 - 2000
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1997 - 1999
Skills
Financial Services, Strategic Planning, Marketing Strategy, Communication, Sales, Alternative Investments, Wealth Management..., Presentation Skills, Risk Management, Client Services, Trade Compliance, Compliance Management, Public Speaking, Investments, Portfolio Management, Analysis, Management, Mutual Funds, Series 7, Trading, Marketing, Options, Social Media Marketing, Securities
Education
Sacred Heart University 1991 — 1995
BA, English & Communications
Helen Brady-Mullally Helen Brady-Mullally's Salomon Smith Barney Experience 1996 - 2001
Job Co Owner/Co Founder LifeHouse
Industry Import and Export
Experience
LifeHouse Furniture January 2015 - Present
Silkroute International 2011 - Present
Salomon Smith Barney 1996 - 2001
Smith Barney / Salomon Smith Barney 1994 - 1996
Credit Suisse First Boston (CSFB) 1992 - 1994
Skills
Account Management, Business Strategy, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Retail, Sales, B2B, Customer Service, Key Account Management, Team Building, Strategic Planning, Selling, Sales Operations, Luxury Goods, Sales Management, Event Planning, International Sales
Education
Ramapo College of New Jersey
Bachelor of Science (BS), Business/Managerial Economics
LifeHouse Furniture January 2015 - Present
Silkroute International 2011 - Present
Salomon Smith Barney 1996 - 2001
Smith Barney / Salomon Smith Barney 1994 - 1996
Credit Suisse First Boston (CSFB) 1992 - 1994
Skills
Account Management, Business Strategy, Management, Marketing, Marketing Strategy, Negotiation, New Business Development, Retail, Sales, B2B, Customer Service, Key Account Management, Team Building, Strategic Planning, Selling, Sales Operations, Luxury Goods, Sales Management, Event Planning, International Sales
Education
Ramapo College of New Jersey
Bachelor of Science (BS), Business/Managerial Economics
David Lehmann David Lehmann's Salomon Smith Barney Experience September 1998 - April 2000
Job Technology Investor
Industry Financial Services
Experience
Luther King Capital Management August 2003 - Present
Lehman Brothers April 2000 - July 2003
Salomon Smith Barney September 1998 - April 2000
Sprint June 1996 - September 1998
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
University of Oklahoma 1992 — 1996
BBA, Information Systems, Finance
Luther King Capital Management August 2003 - Present
Lehman Brothers April 2000 - July 2003
Salomon Smith Barney September 1998 - April 2000
Sprint June 1996 - September 1998
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
University of Oklahoma 1992 — 1996
BBA, Information Systems, Finance
Ellen Mckay Ellen Mckay's Salomon Smith Barney Experience 1999 - 2001
Job Chief Operating Officer, Wealth & Retirement Strategies, Inc.
Industry Insurance
Experience
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
Nadia Vecer Hartman Nadia Vecer Hartman's Salomon Smith Barney Experience 2000 - 2001
Job Project Lead/Senior Programmer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2009 - Present
Citi Smith Barney 2004 - 2009
Citi Smith Barney 2001 - 2004
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Project Management, Project Planning, SDLC, COBOL, JCL, SQL DB2, CICS, HTML, 529 Plans, Retirement Planning, SQL, Business Analysis, Business Requirements
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Economics & Modern Greek Studies
College Year in Athens - International Center for Hellenic and Mediterranean Studies (DIKEMES) 1998 — 1998
Study abroad and extenuation of Modern Greek Studies
Chatham High School 1991 — 1995
Morgan Stanley 2009 - Present
Citi Smith Barney 2004 - 2009
Citi Smith Barney 2001 - 2004
Salomon Smith Barney 2000 - 2001
Salomon Smith Barney 1999 - 2000
Skills
Project Management, Project Planning, SDLC, COBOL, JCL, SQL DB2, CICS, HTML, 529 Plans, Retirement Planning, SQL, Business Analysis, Business Requirements
Education
Rutgers University-New Brunswick 1995 — 1999
Bachelor of Arts (B.A.), Economics & Modern Greek Studies
College Year in Athens - International Center for Hellenic and Mediterranean Studies (DIKEMES) 1998 — 1998
Study abroad and extenuation of Modern Greek Studies
Chatham High School 1991 — 1995
John M. Roselli, CFA John M. Roselli, CFA's Salomon Smith Barney Experience 1997 - 2003
Job VP Finance / CFO Sensor Solutions at TE Connectivity
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity May 2014 - Present
TE Connectivity September 2011 - Present
TE Connectivity August 2008 - September 2011
TE Connectivity January 2007 - September 2010
Tyco International 2003 - 2006
Salomon Smith Barney 1997 - 2003
Skills
Finance, Strategic Partnerships, Investor Relations, Strategy, Acquisition Integration, Product Management, Go-to-market Strategy, Equity Research, Manufacturing, Management, Leadership, Business Development, Channel Partners, Business Planning, Forecasting, Financial Analysis, Portfolio Management, Cash Flow, Wireless, Business Strategy, Financial Modeling, Financial Reporting
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
TE Connectivity May 2014 - Present
TE Connectivity September 2011 - Present
TE Connectivity August 2008 - September 2011
TE Connectivity January 2007 - September 2010
Tyco International 2003 - 2006
Salomon Smith Barney 1997 - 2003
Skills
Finance, Strategic Partnerships, Investor Relations, Strategy, Acquisition Integration, Product Management, Go-to-market Strategy, Equity Research, Manufacturing, Management, Leadership, Business Development, Channel Partners, Business Planning, Forecasting, Financial Analysis, Portfolio Management, Cash Flow, Wireless, Business Strategy, Financial Modeling, Financial Reporting
Education
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science, Finance
Lorraine Kofman's Salomon Smith Barney Experience January 1999 - March 2001
Job Partner / Financial Officer at US 4 Healthcare Systems llc
Industry Information Technology and Services
Experience
NeatenMeUp llc January 2010 - Present
US 4 Healthcare Systems llc 2010 - Present
Netrend Inc December 1995 - Present
Salomon Smith Barney January 1999 - March 2001
Salomon Brothers November 1996 - December 1999
Salomon Brothers April 1996 - November 1996
Salomon Brothers August 1994 - December 1995
Salomon Brothers May 1992 - August 1994
Digital Transport Inc December 1988 - May 1992
Skills
Equities, Vendor Management, Disaster Recovery, Program Management, Project Management, Consulting, Fixed Income, Capital Markets, Change Management, IT Service Management, Business Analysis, Business Continuity, Business Transformation, Data Center, Derivatives, Electronic Trading, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Management, Mergers & Acquisitions, PMO
Education
Saint Peter's University 1984 — 1989
BS, Computer Science / Marketing
NeatenMeUp llc January 2010 - Present
US 4 Healthcare Systems llc 2010 - Present
Netrend Inc December 1995 - Present
Salomon Smith Barney January 1999 - March 2001
Salomon Brothers November 1996 - December 1999
Salomon Brothers April 1996 - November 1996
Salomon Brothers August 1994 - December 1995
Salomon Brothers May 1992 - August 1994
Digital Transport Inc December 1988 - May 1992
Skills
Equities, Vendor Management, Disaster Recovery, Program Management, Project Management, Consulting, Fixed Income, Capital Markets, Change Management, IT Service Management, Business Analysis, Business Continuity, Business Transformation, Data Center, Derivatives, Electronic Trading, Enterprise Architecture, IT Management, IT Strategy, ITIL, Integration, Management, Mergers & Acquisitions, PMO
Education
Saint Peter's University 1984 — 1989
BS, Computer Science / Marketing
Peter Magnoli Peter Magnoli's Salomon Smith Barney Experience December 2000 - November 2001
Job Teacher at MiamiDade County Public Schools
Industry Education Management
Experience
Mater Academy Charter Middle/High School August 2014 - Present
Berlitz June 2006 - August 2014
Ecole Centrale d'Electronique September 2008 - July 2011
Showroom Seven March 2002 - December 2004
Salomon Smith Barney December 2000 - November 2001
York Commodities 1997 - 2000
Skills
Teacher Training, Quality Auditing, Intercultural..., Curriculum Development, Foreign Languages, Teaching, English, French, Coaching, ESL, Teaching English as a..., International Education, Adult Education, Leadership, Language Teaching, Microsoft Office, Curriculum Design, E-Learning
Education
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Anthropology/Biology
Suffolk County Community College 1986 — 1988
Associate of Arts, Liberal Arts
Sachem High School
Mater Academy Charter Middle/High School August 2014 - Present
Berlitz June 2006 - August 2014
Ecole Centrale d'Electronique September 2008 - July 2011
Showroom Seven March 2002 - December 2004
Salomon Smith Barney December 2000 - November 2001
York Commodities 1997 - 2000
Skills
Teacher Training, Quality Auditing, Intercultural..., Curriculum Development, Foreign Languages, Teaching, English, French, Coaching, ESL, Teaching English as a..., International Education, Adult Education, Leadership, Language Teaching, Microsoft Office, Curriculum Design, E-Learning
Education
State University of New York College at Oswego 1988 — 1992
Bachelor of Arts, Anthropology/Biology
Suffolk County Community College 1986 — 1988
Associate of Arts, Liberal Arts
Sachem High School
Anthony Gomez Anthony Gomez's Salomon Smith Barney Experience 1996 - 1998
Job Partner, Head of Acquisitions at JAG Capital LLC
Industry Real Estate
Experience
JAG Capital LLC July 2014 - Present
REMAX Commercial Investment Associates June 2013 - Present
Remax Villa Realtors June 2002 - March 2013
Merrill Lynch 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Real Estate, Investments, Land, Investors, Short Sales, Sellers, Foreclosures, Investment Properties, Residential, Buyer Representation, Realty, Real Estate Investment, Apartment Buildings, Real Estate Development, Income Properties, Condos, REO, Residential Homes, Negotiation, Mortgage Lending, Real Estate Transactions, Selling, Brokerage, Property, Disposition, Apartments, Real Estate Financing, Commercial Real Estate, Real Estate Economics, New Home Sales, Leases, First Time Home Buyers, Real Property, Property Management, Single Family Homes, Relocation, 1031 Exchanges, Luxury, Buyers, Move Up Buyers, Tenant, Location Intelligence, Landlords, Land Acquisition, Corporate Real Estate, Real Estate Investor, HUD, Townhomes, Acquisitions, New Homes
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
Bachelor of Science, Marketing
North Bergen H.S. 1990 — 1991
College Prep, Business
Weehawken H.S. 1987 — 1990
College Prep, Business
JAG Capital LLC July 2014 - Present
REMAX Commercial Investment Associates June 2013 - Present
Remax Villa Realtors June 2002 - March 2013
Merrill Lynch 1998 - 2001
Salomon Smith Barney 1996 - 1998
Skills
Real Estate, Investments, Land, Investors, Short Sales, Sellers, Foreclosures, Investment Properties, Residential, Buyer Representation, Realty, Real Estate Investment, Apartment Buildings, Real Estate Development, Income Properties, Condos, REO, Residential Homes, Negotiation, Mortgage Lending, Real Estate Transactions, Selling, Brokerage, Property, Disposition, Apartments, Real Estate Financing, Commercial Real Estate, Real Estate Economics, New Home Sales, Leases, First Time Home Buyers, Real Property, Property Management, Single Family Homes, Relocation, 1031 Exchanges, Luxury, Buyers, Move Up Buyers, Tenant, Location Intelligence, Landlords, Land Acquisition, Corporate Real Estate, Real Estate Investor, HUD, Townhomes, Acquisitions, New Homes
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
Bachelor of Science, Marketing
North Bergen H.S. 1990 — 1991
College Prep, Business
Weehawken H.S. 1987 — 1990
College Prep, Business
Trey Munday Trey Munday's Salomon Smith Barney Experience September 1993 - February 1999
Job President at My Local C.F.O.
Industry Accounting
Experience
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
Derek Reinhold CFP® CSSBB Derek Reinhold CFP® CSSBB's Salomon Smith Barney Experience November 1999 - June 2001
Job Master Black Belt at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard September 2010 - June 2013
Vanguard August 2008 - September 2010
Vanguard November 2006 - July 2008
Vanguard September 2005 - October 2006
Vanguard April 2004 - September 2005
Vanguard September 2002 - April 2004
Vanguard August 2001 - August 2002
Salomon Smith Barney November 1999 - June 2001
Skills
Project Management, Strategy, Risk Management, Management Consulting, Process Improvement, Six Sigma, Business Analysis, Change Management, Cross-functional Team..., Business Process..., Leadership, Analysis, Business Strategy, Data Analysis, Business Process, Project Portfolio..., Training, Analytics, Project Planning, Financial Services, PMO, Business Development, Program Management, Investments, Vendor Management, Management, Forecasting, Business Intelligence, Financial Analysis, Strategic Planning, Business Transformation, Banking, Relationship Management, Operations Management, Portfolio Management, Process Engineering, Business Process Mapping, Operational Excellence, PMP
Education
Villanova University 2014 — 2014
Master Black Belt, Lean Six Sigma
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, Lean Six Sigma
Stanford University 2012 — 2013
Stanford Advanced Project Management, Project Management, PMO
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
Master's, Financial Services
Saint Joseph's University 1997 — 2001
Bachelor's, Finance, Management Information Systems
Father Judge HS 1993 — 1997
Vanguard June 2013 - Present
Vanguard September 2010 - June 2013
Vanguard August 2008 - September 2010
Vanguard November 2006 - July 2008
Vanguard September 2005 - October 2006
Vanguard April 2004 - September 2005
Vanguard September 2002 - April 2004
Vanguard August 2001 - August 2002
Salomon Smith Barney November 1999 - June 2001
Skills
Project Management, Strategy, Risk Management, Management Consulting, Process Improvement, Six Sigma, Business Analysis, Change Management, Cross-functional Team..., Business Process..., Leadership, Analysis, Business Strategy, Data Analysis, Business Process, Project Portfolio..., Training, Analytics, Project Planning, Financial Services, PMO, Business Development, Program Management, Investments, Vendor Management, Management, Forecasting, Business Intelligence, Financial Analysis, Strategic Planning, Business Transformation, Banking, Relationship Management, Operations Management, Portfolio Management, Process Engineering, Business Process Mapping, Operational Excellence, PMP
Education
Villanova University 2014 — 2014
Master Black Belt, Lean Six Sigma
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, Lean Six Sigma
Stanford University 2012 — 2013
Stanford Advanced Project Management, Project Management, PMO
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
Master's, Financial Services
Saint Joseph's University 1997 — 2001
Bachelor's, Finance, Management Information Systems
Father Judge HS 1993 — 1997
Lindsey P Hicks's Salomon Smith Barney Experience February 1988 - August 1994
Job Vice President, Investments; Branch Manager at Gatlin Hicks Wealth Management Group of Raymond James
Industry Financial Services
Experience
Raymond James and Associates, Inc November 2000 - Present
Dain Rauscher Inc. (now RBC) August 1994 - October 2000
Salomon Smith Barney February 1988 - August 1994
Education
Southern Methodist University 1975 — 1979
BBA, Business Administration and Management, General
Raymond James and Associates, Inc November 2000 - Present
Dain Rauscher Inc. (now RBC) August 1994 - October 2000
Salomon Smith Barney February 1988 - August 1994
Education
Southern Methodist University 1975 — 1979
BBA, Business Administration and Management, General
Craig Buttacavoli's Salomon Smith Barney Experience January 2001 - December 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
American Portfolios August 2004 - Present
Hackett Associates January 2003 - August 2004
Salomon Smith Barney January 2001 - December 2002
Skills
Mutual Funds, Securities, High Yield Bonds, Variable Annuities, 401k Rollovers, Life Insurance, Retirement Planning, Investment Advisory, Branch Management, General Securities..., Financial Recruiting, Tax Preparation, Series 7, Series 24, Series 63, Series 65, FINRA, Investment Strategies, Retirement, Fixed Annuities, 401k
Education
Rutgers University
BS, Business, Marketing
American Portfolios August 2004 - Present
Hackett Associates January 2003 - August 2004
Salomon Smith Barney January 2001 - December 2002
Skills
Mutual Funds, Securities, High Yield Bonds, Variable Annuities, 401k Rollovers, Life Insurance, Retirement Planning, Investment Advisory, Branch Management, General Securities..., Financial Recruiting, Tax Preparation, Series 7, Series 24, Series 63, Series 65, FINRA, Investment Strategies, Retirement, Fixed Annuities, 401k
Education
Rutgers University
BS, Business, Marketing
Angela Rossi's Salomon Smith Barney Experience January 1998 - January 2000
Job Special Assistant to Regional President at Empire State Development
Industry Government Administration
Experience
Empire State Development August 2012 - Present
Lower Manhattan Development Corporation September 2008 - August 2012
Lower Manhattan Development Corporation March 2007 - September 2008
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Eastside Girls Club May 2004 - December 2004
Goldman Sachs & Company January 2000 - January 2003
Salomon Smith Barney January 1998 - January 2000
Skills
Policy, Public Speaking, Research, Media Relations, Microsoft Office, Fundraising, Urban Politics, Federal & State..., Project Management, Non-profits, Training, Program Management, Grant Administration, Budget Administration, Fund Allocation, Government Relations, Regulatory Compliance, Public Affairs, Community Affairs, Proposal Evaluations, Data Analysis, Budgets, Community, Community Outreach, Strategic Communications
Education
Milano The New School for Management and Urban Policy 2004 — 2007
Master of Science (M.S.), Urban Policy & Management
State University of New York College at Brockport 1994 — 1998
Bachelor of Science (B.S.), Political Science & Health Science
Empire State Development August 2012 - Present
Lower Manhattan Development Corporation September 2008 - August 2012
Lower Manhattan Development Corporation March 2007 - September 2008
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Manhattan Development Corporation January 2005 - March 2007
Lower Eastside Girls Club May 2004 - December 2004
Goldman Sachs & Company January 2000 - January 2003
Salomon Smith Barney January 1998 - January 2000
Skills
Policy, Public Speaking, Research, Media Relations, Microsoft Office, Fundraising, Urban Politics, Federal & State..., Project Management, Non-profits, Training, Program Management, Grant Administration, Budget Administration, Fund Allocation, Government Relations, Regulatory Compliance, Public Affairs, Community Affairs, Proposal Evaluations, Data Analysis, Budgets, Community, Community Outreach, Strategic Communications
Education
Milano The New School for Management and Urban Policy 2004 — 2007
Master of Science (M.S.), Urban Policy & Management
State University of New York College at Brockport 1994 — 1998
Bachelor of Science (B.S.), Political Science & Health Science
Daniel Carroll III, MBA Daniel Carroll III, MBA's Salomon Smith Barney Experience September 1997 - June 1998
Job Territory Manager at S.G. Torrice Company
Industry Wholesale
Experience
S.G. Torrice Company March 2010 - Present
Portsmouth Blind & Shade Co June 1994 - December 2009
Taylor Reseach & Consulting Group September 2001 - January 2002
Salomon Smith Barney September 1997 - June 1998
Skills
Negotiation, Sales Management, Microsoft Excel, Microsoft Office, Sales Operations, Strategic Communications, Business Strategy, Strategic Planning, Construction, Sales, Strategy, Purchasing, Operations Management, Customer Service, Recruiting, Management, Account Management, Selling, Business Development, Pricing, Sales Process, Team Building, Contract Negotiation, New Business Development, Forecasting, Manufacturing, Key Account Management
Education
Southern New Hampshire University 2006 — 2010
Global MBA, MS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, BA
St. Thomas Aquinas 1994 — 1998
S.G. Torrice Company March 2010 - Present
Portsmouth Blind & Shade Co June 1994 - December 2009
Taylor Reseach & Consulting Group September 2001 - January 2002
Salomon Smith Barney September 1997 - June 1998
Skills
Negotiation, Sales Management, Microsoft Excel, Microsoft Office, Sales Operations, Strategic Communications, Business Strategy, Strategic Planning, Construction, Sales, Strategy, Purchasing, Operations Management, Customer Service, Recruiting, Management, Account Management, Selling, Business Development, Pricing, Sales Process, Team Building, Contract Negotiation, New Business Development, Forecasting, Manufacturing, Key Account Management
Education
Southern New Hampshire University 2006 — 2010
Global MBA, MS
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, BA
St. Thomas Aquinas 1994 — 1998
John Dall John Dall's Salomon Smith Barney Experience May 1996 - July 1998
Job at Dall Consulting & Tax Services
Industry Financial Services
Experience
Dall Consulting March 2010 - Present
Ernst & Young August 2009 - March 2010
Credit Suisse May 2006 - May 2009
Deutsche Bank 1998 - 2006
Salomon Smith Barney May 1996 - July 1998
Arthur Andersen 1990 - 1996
Andersen LLP 1989 - 1996
Education
Seton Hall University 1985 — 1989
Dall Consulting March 2010 - Present
Ernst & Young August 2009 - March 2010
Credit Suisse May 2006 - May 2009
Deutsche Bank 1998 - 2006
Salomon Smith Barney May 1996 - July 1998
Arthur Andersen 1990 - 1996
Andersen LLP 1989 - 1996
Education
Seton Hall University 1985 — 1989
Jorge de Lafuente Jorge de Lafuente's Salomon Smith Barney Experience September 1998 - October 2001
Job Director Operational Due Diligence at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Christopher Roering's Salomon Smith Barney Experience February 2006 - February 2009
Job Senior Vice President Investment Officer at R&D Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - February 2009
Legg Mason June 2000 - February 2006
Paine Webber June 1991 - July 2000
Education
Purdue University 1985 — 1989
Bachelors, Finance
Wells Fargo Advisors, LLC January 2009 - Present
Salomon Smith Barney February 2006 - February 2009
Legg Mason June 2000 - February 2006
Paine Webber June 1991 - July 2000
Education
Purdue University 1985 — 1989
Bachelors, Finance
Chuck Jones Chuck Jones's Salomon Smith Barney Experience 1997 - 2000
Job
Industry Financial Services
Experience
Northern Trust 2010 - 2011
Atlantic Trust/Stein Roe Investment Counsel 2001 - 2009
Smith Barney 2000 - 2001
Salomon Smith Barney 1997 - 2000
IBM 1986 - 1997
IBM 1984 - 1985
IBM 1980 - 1984
Skills
Strategy, New Business Development, Finance, Research, Investor Relations, Business Planning, Business Analysis, Equity Research, Equity Valuation, Market Research, Financial Analysis, Competitive Analysis, Market Analysis, Business Strategy, Equity Research Analysis, Stocks, Stock Market, Stock Picking, Trend Analysis, Internet Strategy, Internet Security, Computer Hardware, Enterprise Software, Equities, Financial Modeling, Financial Markets, Financial Market..., Financial Reporting, iPhone, Microsoft Excel, Microsoft Word, Modeling, Microsoft Office, Problem Solving, Stock Trading, Analytics, Asset Management, Corporate Development, Tennis, Information Technology, Management
Education
Stanford University 1976 — 1980
Bachelor’s Degree
University of Sussex 1982 — 1983
Diploma
La Jolla Country Day 1968 — 1976
Northern Trust 2010 - 2011
Atlantic Trust/Stein Roe Investment Counsel 2001 - 2009
Smith Barney 2000 - 2001
Salomon Smith Barney 1997 - 2000
IBM 1986 - 1997
IBM 1984 - 1985
IBM 1980 - 1984
Skills
Strategy, New Business Development, Finance, Research, Investor Relations, Business Planning, Business Analysis, Equity Research, Equity Valuation, Market Research, Financial Analysis, Competitive Analysis, Market Analysis, Business Strategy, Equity Research Analysis, Stocks, Stock Market, Stock Picking, Trend Analysis, Internet Strategy, Internet Security, Computer Hardware, Enterprise Software, Equities, Financial Modeling, Financial Markets, Financial Market..., Financial Reporting, iPhone, Microsoft Excel, Microsoft Word, Modeling, Microsoft Office, Problem Solving, Stock Trading, Analytics, Asset Management, Corporate Development, Tennis, Information Technology, Management
Education
Stanford University 1976 — 1980
Bachelor’s Degree
University of Sussex 1982 — 1983
Diploma
La Jolla Country Day 1968 — 1976
Carrie Napolitano (Connell)'s Salomon Smith Barney Experience 1999 - 2001
Job Marketing Director at Kiss Products
Industry Consumer Goods
Experience
Kiss Products April 2003 - Present
Win-Holt Equipment Group 2001 - 2003
Salomon Smith Barney 1999 - 2001
Skills
Product Marketing, Global Marketing, Market Planning, Brand Management, Consumer Products
Education
Saint Joseph's University 1995 — 1999
Bachelor of Science (B.S.), Food Marketing
Lindenhurst Senior High School Lindenhurst, NY 1991 — 1995
Kiss Products April 2003 - Present
Win-Holt Equipment Group 2001 - 2003
Salomon Smith Barney 1999 - 2001
Skills
Product Marketing, Global Marketing, Market Planning, Brand Management, Consumer Products
Education
Saint Joseph's University 1995 — 1999
Bachelor of Science (B.S.), Food Marketing
Lindenhurst Senior High School Lindenhurst, NY 1991 — 1995
Jessica Tuohy Jessica Tuohy's Salomon Smith Barney Experience July 2001 - August 2002
Job Western Regional Sales Manager at DatCard Systems
Industry Medical Devices
Experience
DatCard Systems March 2004 - Present
Shoreline Partners March 2003 - March 2004
The Hartford September 2002 - March 2003
Salomon Smith Barney July 2001 - August 2002
Skills
Medical Devices, Healthcare, Healthcare Information..., Digital Imaging, New Business Development, Sales, Radiology, DICOM, Marketing, Building Relationships, PACS, Medical Imaging, RIS, Hospitals, EMR, X-ray, EHR, HIPAA, Product Marketing, Healthcare Industry, Product Launch, Trade Shows, MRI, Account Management, Capital Equipment, Interventional Radiology, HL7, Cardiology, Hardware Diagnostics, Market Development, Ultrasound, Informatics, Operating Room, Orthopedic, Vascular
Education
San Diego State University-California State University 1997 — 2001
BA, International Business - Spanish, Latin America
DatCard Systems March 2004 - Present
Shoreline Partners March 2003 - March 2004
The Hartford September 2002 - March 2003
Salomon Smith Barney July 2001 - August 2002
Skills
Medical Devices, Healthcare, Healthcare Information..., Digital Imaging, New Business Development, Sales, Radiology, DICOM, Marketing, Building Relationships, PACS, Medical Imaging, RIS, Hospitals, EMR, X-ray, EHR, HIPAA, Product Marketing, Healthcare Industry, Product Launch, Trade Shows, MRI, Account Management, Capital Equipment, Interventional Radiology, HL7, Cardiology, Hardware Diagnostics, Market Development, Ultrasound, Informatics, Operating Room, Orthopedic, Vascular
Education
San Diego State University-California State University 1997 — 2001
BA, International Business - Spanish, Latin America
Brian E Martin's Salomon Smith Barney Experience 1999 - 2000
Job Equity Derivative Market Specialist at Bloomberg LP
Industry Financial Services
Experience
Spartus Capital Management LP December 2011 - June 2013
Citi May 2010 - December 2011
Citi April 2008 - May 2010
Citi 2006 - April 2008
Satellite Asset Management 2003 - 2006
Tribeca Investments LLC 2000 - 2003
Salomon Smith Barney 1999 - 2000
Skills
Equities, Equity Trading, Proprietary Trading, Capital Structure, Equity Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Bloomberg, Investments, Asset Managment, Portfolio Management, Trading, Valuation, Securities, Options, Equity Research, Financial Modeling, Hedging, Bonds, Equity Derivatives, Asset Management, Structured Products, Event Driven, Special Situations..., Convertible Arbitrage, Volatility Arbitrage, Relative Value Trading, Variance Swaps, High Yield Bonds, Preferred Stock, Index Options, Credit Derivatives, Derivative Trading, Bloomberg Terminal, Portfolio Risk, Alpha Generation, Derivatives Trading, Exchange Traded..., Greeks, Credit Trading, Investment Strategies, Volatility, Mutual Funds, Electronic Trading, High Yield, Trading Strategies
Education
Queen's University
Bachelor of Commerce with Distinction (Honours)
Spartus Capital Management LP December 2011 - June 2013
Citi May 2010 - December 2011
Citi April 2008 - May 2010
Citi 2006 - April 2008
Satellite Asset Management 2003 - 2006
Tribeca Investments LLC 2000 - 2003
Salomon Smith Barney 1999 - 2000
Skills
Equities, Equity Trading, Proprietary Trading, Capital Structure, Equity Capital Markets, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Bloomberg, Investments, Asset Managment, Portfolio Management, Trading, Valuation, Securities, Options, Equity Research, Financial Modeling, Hedging, Bonds, Equity Derivatives, Asset Management, Structured Products, Event Driven, Special Situations..., Convertible Arbitrage, Volatility Arbitrage, Relative Value Trading, Variance Swaps, High Yield Bonds, Preferred Stock, Index Options, Credit Derivatives, Derivative Trading, Bloomberg Terminal, Portfolio Risk, Alpha Generation, Derivatives Trading, Exchange Traded..., Greeks, Credit Trading, Investment Strategies, Volatility, Mutual Funds, Electronic Trading, High Yield, Trading Strategies
Education
Queen's University
Bachelor of Commerce with Distinction (Honours)
Mohammad Raihan Mohammad Raihan's Salomon Smith Barney Experience May 2000 - December 2000
Job Senior Director, Employee Retirement Plans at New York City Health and Hospital Corporation
Industry Human Resources
Experience
New York City Health and Hospitals Corporation 2015 - Present
1199 National Benefit Fund 2013 - 2015
Merck 2013 - 2013
Time Warner Inc. 2009 - 2013
EmblemHealth 2008 - 2009
Hewitt Associates 2003 - 2008
Buck Consultants 2000 - 2003
Salomon Smith Barney May 2000 - December 2000
Merrill Lynch May 1999 - August 1999
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Benefits Design, Corporate Benefits, Defined Contribution, 409A, Outsourcing, Internal Audit, Audits of Employee..., Form 5500, 401k, Benefit Plan..., Talent Acquisition, HRIS, Deferred Compensation, Performance Management, Payroll, Vendor Management, Pensions, Executive Pay, ERISA, Human Resources, PeopleSoft, Management, Process Improvement
Education
Slippery Rock University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
New York City Health and Hospitals Corporation 2015 - Present
1199 National Benefit Fund 2013 - 2015
Merck 2013 - 2013
Time Warner Inc. 2009 - 2013
EmblemHealth 2008 - 2009
Hewitt Associates 2003 - 2008
Buck Consultants 2000 - 2003
Salomon Smith Barney May 2000 - December 2000
Merrill Lynch May 1999 - August 1999
Skills
Employee Benefits, Benefits Administration, Defined Benefit, Benefits Design, Corporate Benefits, Defined Contribution, 409A, Outsourcing, Internal Audit, Audits of Employee..., Form 5500, 401k, Benefit Plan..., Talent Acquisition, HRIS, Deferred Compensation, Performance Management, Payroll, Vendor Management, Pensions, Executive Pay, ERISA, Human Resources, PeopleSoft, Management, Process Improvement
Education
Slippery Rock University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
Jean Pavek Jean Pavek's Salomon Smith Barney Experience July 1993 - October 2002
Job V.P., Chief Compliance Officer at Biondo Investment Advisors
Industry Financial Services
Experience
Biondo Investment Advisors December 2004 - Present
Salomon Smith Barney, Inc. October 2002 - December 2004
Salomon Smith Barney July 1993 - October 2002
Shearson Lehman Brothers April 1982 - July 1993
Skills
Mutual Funds, Alternative Investments, Equities, Capital Markets, Investment Advisory, Investment Strategies, Asset Management, Series 24, Trading, Series 7, Investments, Investment Management, Wealth Management
Education
Skidmore College
Biondo Investment Advisors December 2004 - Present
Salomon Smith Barney, Inc. October 2002 - December 2004
Salomon Smith Barney July 1993 - October 2002
Shearson Lehman Brothers April 1982 - July 1993
Skills
Mutual Funds, Alternative Investments, Equities, Capital Markets, Investment Advisory, Investment Strategies, Asset Management, Series 24, Trading, Series 7, Investments, Investment Management, Wealth Management
Education
Skidmore College
Pat Corrado's Salomon Smith Barney Experience January 1996 - April 2001
Job First Data Corp Technology CFO
Industry Financial Services
Experience
First Data Corporation March 2014 - Present
Citi January 2013 - March 2014
Citi March 2012 - March 2013
Citibank October 2007 - March 2012
Citibank October 2003 - September 2007
Citibank April 2001 - October 2003
Salomon Smith Barney January 1996 - April 2001
Shearson Lehman January 1988 - January 1996
Skills
Financial Modeling, Capital Markets, Finance, Portfolio Management, Investments, Management, Cross-functional Team..., Financial Services, Investment Banking, Securities, Budgets, Fixed Income, Equities, Derivatives, Analysis, Alternative Investments, Asset Management, Banking, Business Analysis, Business Strategy, Cash Management, Corporate Finance, Credit Risk, Financial Analysis, Financial Markets, Financial Risk, Hedge Funds, ITIL, Mergers, Mutual Funds, Valuation
Education
St. John's University, The Peter J. Tobin College of Business
MBA Finance, Finance
First Data Corporation March 2014 - Present
Citi January 2013 - March 2014
Citi March 2012 - March 2013
Citibank October 2007 - March 2012
Citibank October 2003 - September 2007
Citibank April 2001 - October 2003
Salomon Smith Barney January 1996 - April 2001
Shearson Lehman January 1988 - January 1996
Skills
Financial Modeling, Capital Markets, Finance, Portfolio Management, Investments, Management, Cross-functional Team..., Financial Services, Investment Banking, Securities, Budgets, Fixed Income, Equities, Derivatives, Analysis, Alternative Investments, Asset Management, Banking, Business Analysis, Business Strategy, Cash Management, Corporate Finance, Credit Risk, Financial Analysis, Financial Markets, Financial Risk, Hedge Funds, ITIL, Mergers, Mutual Funds, Valuation
Education
St. John's University, The Peter J. Tobin College of Business
MBA Finance, Finance
David V. Thomas, Jr.'s Salomon Smith Barney Experience 2004 - 2005
Job Vice President & Senior Wealth Advisor at BOSC, Inc a subsidiary of BOK Financial Corp
Industry Financial Services
Experience
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
BOK Financial August 2013 - Present
Wells Fargo Advisors, LLC November 2008 - July 2013
Merrill Lynch June 2005 - November 2008
Salomon Smith Barney 2004 - 2005
Bear Stearns 2002 - 2004
Skills
Finance, Insurance, Series 7, Wealth Management, Investments, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Series 63, Asset Allocation, Financial Services, Portfolio Management, Securities
Education
Roanoke College 1998 — 2002
BBA, Finance
Copley High School 1995 — 1998
Damion Egerton's Salomon Smith Barney Experience June 1998 - September 2000
Job Manager, Capital Markets Advisory PwC Advisory Services LLC
Industry Financial Services
Experience
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
PwC Advisory Services LLC July 2015 - Present
PwC September 2011 - June 2015
Wolfe Trahan & Co. September 2010 - February 2011
JPMorgan Chase August 2003 - August 2008
Fred Alger Management October 2000 - April 2003
Salomon Smith Barney June 1998 - September 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Equity Research, Financial Analysis, Capital Markets, Private Equity, Equities, Investment Banking, Due Diligence, Hedge Funds, Fixed Income, Investments, Emerging Markets, Equity Valuation, Series 7, Competitive Analysis, Alternative Investments, Trading, Asset Management
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Seton Hall University 1994 — 1998
BSBA, Finance
Brian Andrés Helmick's Salomon Smith Barney Experience 1999 - 2001
Job Working on New Venture
Industry Information Technology and Services
Experience
New Venture 2015 - Present
HUB International 2014 - 2015
Algentis 2006 - 2014
ProService Hawaii 2005 - 2006
Xoom 2005 - 2005
Goldman Sachs 2004 - 2004
General Atlantic 2001 - 2003
Salomon Smith Barney 1999 - 2001
Skills
Mergers, Start-ups, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Enterprise Software, Strategic Planning, Corporate Development, Sales, Strategy, Strategic Partnerships, Product Management, Competitive Analysis, Financial Analysis, Due Diligence
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
University of Florida 1994 — 1999
B.S. & M.Acc.
New Venture 2015 - Present
HUB International 2014 - 2015
Algentis 2006 - 2014
ProService Hawaii 2005 - 2006
Xoom 2005 - 2005
Goldman Sachs 2004 - 2004
General Atlantic 2001 - 2003
Salomon Smith Barney 1999 - 2001
Skills
Mergers, Start-ups, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Enterprise Software, Strategic Planning, Corporate Development, Sales, Strategy, Strategic Partnerships, Product Management, Competitive Analysis, Financial Analysis, Due Diligence
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
University of Florida 1994 — 1999
B.S. & M.Acc.
Yung Lim's Salomon Smith Barney Experience July 1987 - July 1998
Job Managing Partner at Residential Dynamics Group LLC
Industry Investment Management
Experience
Residential Dynamics Group LLC January 2008 - Present
Citadel Investment Group March 1999 - March 2007
Salomon Smith Barney July 1987 - July 1998
Skills
Hedge Funds, Fixed Income, Financial Modeling, Asset Managment, Alternative Investments, Capital Markets, Valuation, Investments, Financial Advisory, Private Equity, Asset Management, Venture Capital, Portfolio Management, Entrepreneurship, Derivatives, Investment Management
Education
Princeton University 1983 — 1987
B.S.E., Electrical Engineering
Manila International School 1971 — 1983
Residential Dynamics Group LLC January 2008 - Present
Citadel Investment Group March 1999 - March 2007
Salomon Smith Barney July 1987 - July 1998
Skills
Hedge Funds, Fixed Income, Financial Modeling, Asset Managment, Alternative Investments, Capital Markets, Valuation, Investments, Financial Advisory, Private Equity, Asset Management, Venture Capital, Portfolio Management, Entrepreneurship, Derivatives, Investment Management
Education
Princeton University 1983 — 1987
B.S.E., Electrical Engineering
Manila International School 1971 — 1983
Sam Jacolow's Salomon Smith Barney Experience March 2000 - May 2001
Job Vice President, Technology Recruiting Team Lead, at J.P. Morgan Corporate & Investment Bank
Industry Staffing and Recruiting
Experience
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
J.P. Morgan March 2010 - Present
Ernst & Young September 2009 - February 2010
Merrill Lynch March 2007 - March 2009
UBS Investment Bank November 2001 - March 2007
Salomon Smith Barney March 2000 - May 2001
PricewaterhouseCoopers August 1996 - March 2000
Skills
Recruiting, Onboarding, Program Management, Management, Executive Search, Leadership, Strategy, Talent Acquisition, Equities, SDLC
Education
State University of New York College at Plattsburgh 1990 — 1992
Vladimir Danishevsky's Salomon Smith Barney Experience March 2000 - April 2004
Job Head of Credit Algorithmic Trading Technology at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2011 - Present
Credit Suisse March 2010 - June 2011
BNP Paribas January 2010 - March 2010
Quantitative Models and Capital Management December 2008 - December 2009
Bear Stearns April 2004 - December 2008
Salomon Smith Barney March 2000 - April 2004
Societte Generale 2000 - 2001
Bachelder 1996 - 2001
Bachelder Group April 1998 - January 2000
Skills
C++, Java, Network Programming, Low Latency, Messaging, FX trading, Futures, Fixed Income Trading, Rates, Equity Trading, Derivatives, Algo, Proprietary Trading, Boost C++, TBB, Trading Systems, FIX, High Frequency Trading, Electronic Trading, Management, Statistical Arbitrage, Index Arbitrage, Volatility Arbitrage, Fixed Income, Risk Management, Equities, Trading, Commodity, Investment Banking, Hedge Funds, ETFs, Quantitative Investing, Trading System, Credit Derivatives, Equity Derivatives, Prime Brokerage, Options, Swaps, Quantitative Finance, Market Data, FX Options, Interest Rate..., Market Risk, Market Making, Financial Services, Interest Rate Swaps, Exchange Connectivity, Structured Products, Bonds, Volatility
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA
University of Chemical Technology 1978 — 1984
M.S.
Barclays Capital June 2011 - Present
Credit Suisse March 2010 - June 2011
BNP Paribas January 2010 - March 2010
Quantitative Models and Capital Management December 2008 - December 2009
Bear Stearns April 2004 - December 2008
Salomon Smith Barney March 2000 - April 2004
Societte Generale 2000 - 2001
Bachelder 1996 - 2001
Bachelder Group April 1998 - January 2000
Skills
C++, Java, Network Programming, Low Latency, Messaging, FX trading, Futures, Fixed Income Trading, Rates, Equity Trading, Derivatives, Algo, Proprietary Trading, Boost C++, TBB, Trading Systems, FIX, High Frequency Trading, Electronic Trading, Management, Statistical Arbitrage, Index Arbitrage, Volatility Arbitrage, Fixed Income, Risk Management, Equities, Trading, Commodity, Investment Banking, Hedge Funds, ETFs, Quantitative Investing, Trading System, Credit Derivatives, Equity Derivatives, Prime Brokerage, Options, Swaps, Quantitative Finance, Market Data, FX Options, Interest Rate..., Market Risk, Market Making, Financial Services, Interest Rate Swaps, Exchange Connectivity, Structured Products, Bonds, Volatility
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA
University of Chemical Technology 1978 — 1984
M.S.
John A. Perez's Salomon Smith Barney Experience 1994 - 1996
Job
Industry Computer Software
Experience
John Perez & Co., LLC August 2007 - Present
TATA Consultancy Services October 2012 - January 2014
Hudson Securities, Inc. November 2006 - June 2010
Perseid Technologies April 2005 - August 2006
Crown Financial Group April 2004 - March 2005
Knight Securities 1996 - 2004
Salomon Smith Barney 1994 - 1996
Smith Barney 1994 - 1996
Skills
Java, Core Java, Java Concurrency, Garbage Collection, Hadoop, MapReduce, Pig, Hive, Swing, Jigloo, C, Pthreads, HTML, JavaScript, Windows, Linux, Unix, Shell Scripting, FIX Protocol, Visual C++, C++, Lead Guitar, Apache Pig, Microsoft SQL Server, SQL, Trading Systems, C#, JDBC, HBase, Sybase, Big Data, Distributed Systems, Software Design, Perl, Cassandra, REST, OOP, Agile Methodologies, Java Enterprise Edition, Web Services, Tomcat, Maven, Web Applications, SOA
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS
John Perez & Co., LLC August 2007 - Present
TATA Consultancy Services October 2012 - January 2014
Hudson Securities, Inc. November 2006 - June 2010
Perseid Technologies April 2005 - August 2006
Crown Financial Group April 2004 - March 2005
Knight Securities 1996 - 2004
Salomon Smith Barney 1994 - 1996
Smith Barney 1994 - 1996
Skills
Java, Core Java, Java Concurrency, Garbage Collection, Hadoop, MapReduce, Pig, Hive, Swing, Jigloo, C, Pthreads, HTML, JavaScript, Windows, Linux, Unix, Shell Scripting, FIX Protocol, Visual C++, C++, Lead Guitar, Apache Pig, Microsoft SQL Server, SQL, Trading Systems, C#, JDBC, HBase, Sybase, Big Data, Distributed Systems, Software Design, Perl, Cassandra, REST, OOP, Agile Methodologies, Java Enterprise Edition, Web Services, Tomcat, Maven, Web Applications, SOA
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS
Mark San Diego's Salomon Smith Barney Experience July 1998 - March 2001
Job Business System Analyst
Industry Marketing and Advertising
Experience
Epsilon January 2015 - Present
QualityHealth May 2006 - May 2013
Toys R Us July 2001 - November 2005
Salomon Smith Barney July 1998 - March 2001
Skills
Unix, Databases, Analytics, Mobile Applications, Business Intelligence, Project Management, Java, E-commerce
Education
Rutgers University-New Brunswick 1993 — 1998
Epsilon January 2015 - Present
QualityHealth May 2006 - May 2013
Toys R Us July 2001 - November 2005
Salomon Smith Barney July 1998 - March 2001
Skills
Unix, Databases, Analytics, Mobile Applications, Business Intelligence, Project Management, Java, E-commerce
Education
Rutgers University-New Brunswick 1993 — 1998
Ann Montemayor's Salomon Smith Barney Experience May 1998 - November 2001
Job Administrative Coordinator at Citi
Industry Investment Banking
Experience
Citi March 2002 - Present
Salomon Smith Barney May 1998 - November 2001
Capital Group December 1996 - May 1998
Education
San Jose State University 1991 — 1993
B.S. Applied Arts & Sciences, Public Relations
Citi March 2002 - Present
Salomon Smith Barney May 1998 - November 2001
Capital Group December 1996 - May 1998
Education
San Jose State University 1991 — 1993
B.S. Applied Arts & Sciences, Public Relations
Benjamin Ciurdar's Salomon Smith Barney Experience July 2002 - August 2002
Job Financial Services Professional
Industry Financial Services
Experience
HSBC September 2008 - September 2009
Citigroup October 2007 - April 2008
Citigroup June 2007 - September 2007
Salomon Smith Barney July 2002 - August 2002
Sterling Factors Corporation October 2000 - April 2001
Skills
KYC, AML, Bank Secrecy Act, Risk, Fraud Prevention
Education
Rochester Institute of Technology 2003 — 2007
Finance, Criminal Justice
HSBC September 2008 - September 2009
Citigroup October 2007 - April 2008
Citigroup June 2007 - September 2007
Salomon Smith Barney July 2002 - August 2002
Sterling Factors Corporation October 2000 - April 2001
Skills
KYC, AML, Bank Secrecy Act, Risk, Fraud Prevention
Education
Rochester Institute of Technology 2003 — 2007
Finance, Criminal Justice
Szilveszter Ciurdar's Salomon Smith Barney Experience July 2001 - August 2001
Job Director, UNIX/Linux
Industry Education Management
Experience
---0--- January 2012 - Present
ACTIV Financial Systems, Inc. November 2011 - December 2011
New York Internet December 2007 - October 2011
TNS August 2006 - December 2009
Salomon Smith Barney July 2001 - August 2001
Teachers College, Columbia University March 1999 - June 2001
Skills
Unix, Linux, System Administration
Education
Rochester Institute of Technology 2002 — 2006
B.S., Finance
---0--- January 2012 - Present
ACTIV Financial Systems, Inc. November 2011 - December 2011
New York Internet December 2007 - October 2011
TNS August 2006 - December 2009
Salomon Smith Barney July 2001 - August 2001
Teachers College, Columbia University March 1999 - June 2001
Skills
Unix, Linux, System Administration
Education
Rochester Institute of Technology 2002 — 2006
B.S., Finance
Kristine Dickson's Salomon Smith Barney Experience July 1999 - November 2001
Job Chief Administrative Officer at Lehman Brothers Holdings Inc.
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. May 2012 - Present
Willis HRH November 2008 - April 2012
Willis Group June 2008 - November 2008
Willis North America September 2006 - May 2008
Willis Group December 2001 - August 2006
Salomon Smith Barney July 1999 - November 2001
Education
Stanford University
B.S.E., Computer Systems Engineering
Lehman Brothers Holdings Inc. May 2012 - Present
Willis HRH November 2008 - April 2012
Willis Group June 2008 - November 2008
Willis North America September 2006 - May 2008
Willis Group December 2001 - August 2006
Salomon Smith Barney July 1999 - November 2001
Education
Stanford University
B.S.E., Computer Systems Engineering
James Hamrick's Salomon Smith Barney Experience March 1998 - March 2002
Job Senior Vice President at Amherst Securities
Industry Financial Services
Experience
Amherst Securities Senior Vice President - SalesCantor Fitzgerald2005 - 2007
Salomon Smith Barney March 1998 - March 2002
Education
Rice University 1980 — 1986
Amherst Securities Senior Vice President - SalesCantor Fitzgerald2005 - 2007
Salomon Smith Barney March 1998 - March 2002
Education
Rice University 1980 — 1986
Nicole Pannoni's Salomon Smith Barney Experience January 2003 - June 2003
Job Sourcing Manager, Data Center Construction at Facebook
Industry Internet
Experience
Facebook December 2014 - Present
Amazon Web Services November 2011 - November 2014
Haynes Beffel & Wolfeld LLP August 2008 - October 2011
TechMark a Law Corporation May 2006 - May 2008
TiVo June 2007 - August 2007
Salomon Smith Barney January 2003 - June 2003
Skills
Intellectual Property, Legal Research, Legal Writing, Research, Litigation, Licensing, Litigation Support, Data Center, Contract Negotiation, Contract Management, Vendor Management, Vendor Relationships, Program Management, Westlaw, Management, Trademarks, Project Management, Integration
Education
Santa Clara University School of Law 2005 — 2008
J.D., Intellectual Property
University of California, Irvine 2000 — 2004
B.A., Economics, Political Science (double major)
University of Cambridge 2003 — 2003
Facebook December 2014 - Present
Amazon Web Services November 2011 - November 2014
Haynes Beffel & Wolfeld LLP August 2008 - October 2011
TechMark a Law Corporation May 2006 - May 2008
TiVo June 2007 - August 2007
Salomon Smith Barney January 2003 - June 2003
Skills
Intellectual Property, Legal Research, Legal Writing, Research, Litigation, Licensing, Litigation Support, Data Center, Contract Negotiation, Contract Management, Vendor Management, Vendor Relationships, Program Management, Westlaw, Management, Trademarks, Project Management, Integration
Education
Santa Clara University School of Law 2005 — 2008
J.D., Intellectual Property
University of California, Irvine 2000 — 2004
B.A., Economics, Political Science (double major)
University of Cambridge 2003 — 2003
Duane Kimball's Salomon Smith Barney Experience 1991 - 1998
Job Senior Engineer at Citigroup
Industry Banking
Experience
Citigroup November 2004 - Present
Salomon Smith Barney - Citigroup January 1991 - Present
Softlinx, Inc. 2000 - 2004
Deutsche Bank January 1998 - January 2000
Salomon Smith Barney 1991 - 1998
Skills
Disaster Recovery, SDLC, Microsoft Exchange, Perl, ASP.NET, Linux, Microsoft SQL Server, SQL, T-SQL, Active Directory, C#, C++, Shell Scripting, Python, Replication Technologies, Windows Server, Eclipse, java, FIM, C, Visual Studio, ODBC, Apache, awk, javascript, html, sendmail, MySQL, TCP/IP, RedHat, AIX
Education
Slippery Rock University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Computer Science, 3.34
Citigroup November 2004 - Present
Salomon Smith Barney - Citigroup January 1991 - Present
Softlinx, Inc. 2000 - 2004
Deutsche Bank January 1998 - January 2000
Salomon Smith Barney 1991 - 1998
Skills
Disaster Recovery, SDLC, Microsoft Exchange, Perl, ASP.NET, Linux, Microsoft SQL Server, SQL, T-SQL, Active Directory, C#, C++, Shell Scripting, Python, Replication Technologies, Windows Server, Eclipse, java, FIM, C, Visual Studio, ODBC, Apache, awk, javascript, html, sendmail, MySQL, TCP/IP, RedHat, AIX
Education
Slippery Rock University of Pennsylvania 1983 — 1987
Bachelor of Science (BS), Computer Science, 3.34
Kelly McGuirl's Salomon Smith Barney Experience April 2000 - November 2003
Job Executive Director at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Hunnieh Curtiss Leung's Salomon Smith Barney Experience February 2000 - July 2002
Job Information Technology, Software Development, General Computer Services
Industry Information Technology and Services
Experience
pecunianonolet.com 2007 - 2011
Information Builders, Inc. 2002 - 2005
Salomon Smith Barney February 2000 - July 2002
Information Builders November 1997 - January 2000
JYACC, Inc 1992 - 1997
Skills
Enterprise Architecture, SOA, SQL, JavaScript, Microsoft SQL Server, Integration, Business Intelligence, Software Development, Java, Web Applications, Unix, XML, Enterprise Software
Education
Stony Brook University 1989 — 1992
Bachelor of Science, Mathematics
State University of New York at New Paltz 1980 — 1983
pecunianonolet.com 2007 - 2011
Information Builders, Inc. 2002 - 2005
Salomon Smith Barney February 2000 - July 2002
Information Builders November 1997 - January 2000
JYACC, Inc 1992 - 1997
Skills
Enterprise Architecture, SOA, SQL, JavaScript, Microsoft SQL Server, Integration, Business Intelligence, Software Development, Java, Web Applications, Unix, XML, Enterprise Software
Education
Stony Brook University 1989 — 1992
Bachelor of Science, Mathematics
State University of New York at New Paltz 1980 — 1983
Rene Cabarrus's Salomon Smith Barney Experience May 1996 - August 2000
Job Vice President at Legg Mason
Industry Financial Services
Experience
Legg Mason December 2005 - December 2011
Citigroup Asset Management August 2000 - May 2003
Salomon Smith Barney May 1996 - August 2000
Shearson Smith Barney 1993 - 1996
Smith Barney Harris Upham April 1978 - June 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Training, Hedge Funds, Equities, Series 7, Fixed Income, Internal Controls, Securities, Asset Managment
Education
City University of New York-Queens College
Economics
Legg Mason December 2005 - December 2011
Citigroup Asset Management August 2000 - May 2003
Salomon Smith Barney May 1996 - August 2000
Shearson Smith Barney 1993 - 1996
Smith Barney Harris Upham April 1978 - June 1993
Skills
Mutual Funds, Alternative Investments, Asset Management, Training, Hedge Funds, Equities, Series 7, Fixed Income, Internal Controls, Securities, Asset Managment
Education
City University of New York-Queens College
Economics
Paulie Abeles's Salomon Smith Barney Experience 1997 - 1998
Job Host at "Sins of Omission" Radio
Industry Media Production
Experience
"Sins of Omission" Radio February 2009 - Present
Just Say No Deal Coalition 2008 - 2008
Salomon Smith Barney 1997 - 1998
The Stars and Stripes 1996 - 1997
Freight Forwarders Council of America 1990 - 1996
Education
Smith College 1982 — 1986
Foxcroft
"Sins of Omission" Radio February 2009 - Present
Just Say No Deal Coalition 2008 - 2008
Salomon Smith Barney 1997 - 1998
The Stars and Stripes 1996 - 1997
Freight Forwarders Council of America 1990 - 1996
Education
Smith College 1982 — 1986
Foxcroft
Sherie Helstien's Salomon Smith Barney Experience February 1997 - October 1998
Job Secretary, Elected member of Roosevelt Island Residents Association
Industry Civic & Social Organization
Experience
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Roosevelt Island Residents Association (RIRA) April 1998 - Present
Roosevelt Island Residents Association 1997 - Present
SEVERAL SHORT AND SEVERAL LONG-TERM TEMPORARY ASSIGNMENTS AFTER THE DEMISE OF ARTHUR ANDERSEN September 2002 - December 2006
Arthur Andersen August 2000 - April 2002
Morgan Stanley June 1999 - September 1999
Salomon Smith Barney February 1997 - October 1998
Paine Webber August 1988 - April 1995
Skills
Fundraising, Management, Non-profits
Education
San Francisco State University 1970 — 1974
Bonnie Austin's Salomon Smith Barney Experience June 2000 - May 2002
Job Relationship Associate at Washington Trust Bank
Industry Financial Services
Experience
Washington Trust Bank April 2009 - Present
The Pacific Financial Group March 2008 - December 2008
Laird Norton Tyee April 2006 - July 2007
Ragen MacKenzie Investment Services July 2002 - March 2006
Salomon Smith Barney June 2000 - May 2002
Frank Russell Securities September 1998 - June 2000
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Asset Management, Financial Planning, Asset Allocation
Education
Seattle University 1990 — 1992
Bachelor of Arts (B.A.), Finance, General
Seattle University
Washington Trust Bank April 2009 - Present
The Pacific Financial Group March 2008 - December 2008
Laird Norton Tyee April 2006 - July 2007
Ragen MacKenzie Investment Services July 2002 - March 2006
Salomon Smith Barney June 2000 - May 2002
Frank Russell Securities September 1998 - June 2000
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Asset Management, Financial Planning, Asset Allocation
Education
Seattle University 1990 — 1992
Bachelor of Arts (B.A.), Finance, General
Seattle University
Tamara Johnson Hochman's Salomon Smith Barney Experience 1998 - 1999
Job Managing Member at Patio Escondido LLC
Industry Financial Services
Experience
Patio Escondido LLC June 2014 - Present
Bloomfield Early Learning Center December 2012 - Present
Search Engine Marketing New England September 2008 - Present
Wintonbury Land Trust 2008 - August 2010
Salomon Smith Barney 1998 - 1999
Citigroup 1996 - 1999
Skills
Strategic Planning, Mergers & Acquisitions, Social Media, Non-profit..., Non-profit Board..., Web Marketing, Strategic Financial..., E-commerce, Public Speaking, Entrepreneurship, Banking
Education
Yale University 1987 — 1991
B.A.
Stanford University 1993 — 1994
AM
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD
Patio Escondido LLC June 2014 - Present
Bloomfield Early Learning Center December 2012 - Present
Search Engine Marketing New England September 2008 - Present
Wintonbury Land Trust 2008 - August 2010
Salomon Smith Barney 1998 - 1999
Citigroup 1996 - 1999
Skills
Strategic Planning, Mergers & Acquisitions, Social Media, Non-profit..., Non-profit Board..., Web Marketing, Strategic Financial..., E-commerce, Public Speaking, Entrepreneurship, Banking
Education
Yale University 1987 — 1991
B.A.
Stanford University 1993 — 1994
AM
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
MALD
Austin Hong's Salomon Smith Barney Experience July 1999 - March 2000
Job Senior Analyst at OTS
Industry Investment Banking
Experience
OTS AssociateGoldman Sachs2000 - 2001
Salomon Smith Barney July 1999 - March 2000
Education
Stanford University 1998 — 1999
University of California, Berkeley 1991 — 1994
EECS
OTS AssociateGoldman Sachs2000 - 2001
Salomon Smith Barney July 1999 - March 2000
Education
Stanford University 1998 — 1999
University of California, Berkeley 1991 — 1994
EECS
Rose Osorio's Salomon Smith Barney Experience 1999 - 2001
Job Experienced Legal and Compliance Professional
Industry Legal Services
Experience
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
John Grandits's Salomon Smith Barney Experience June 1999 - May 2001
Job Hard Assets Alliance
Industry Financial Services
Experience
Hard Assets Alliance June 2015 - Present
Casey Research July 2007 - June 2015
Bloomberg LP July 2002 - November 2006
Salomon Smith Barney June 1999 - May 2001
Skills
Research, Marketing Strategy, Analysis, Social Media, Data Analysis, Social Media Marketing, Investments, Microsoft Excel, Economics, Product Marketing, Financial Analysis, Financial Modeling, Product Development, Online Advertising, Email Marketing, Marketing Management, Valuation, Project Management, Editing, Public Speaking, Sales
Education
State University of New York College at Fredonia 1996 — 1999
Bachelor's Degree, Economics
State University of New York College at Fredonia
Economics
Hard Assets Alliance June 2015 - Present
Casey Research July 2007 - June 2015
Bloomberg LP July 2002 - November 2006
Salomon Smith Barney June 1999 - May 2001
Skills
Research, Marketing Strategy, Analysis, Social Media, Data Analysis, Social Media Marketing, Investments, Microsoft Excel, Economics, Product Marketing, Financial Analysis, Financial Modeling, Product Development, Online Advertising, Email Marketing, Marketing Management, Valuation, Project Management, Editing, Public Speaking, Sales
Education
State University of New York College at Fredonia 1996 — 1999
Bachelor's Degree, Economics
State University of New York College at Fredonia
Economics
Kevin R Walker's Salomon Smith Barney Experience 2000 - 2003
Job Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Morgan Stanley Private Wealth Management June 2015 - Present
VALIC November 2012 - November 2014
PNC Wealth Management January 2011 - June 2012
Wells Fargo Private Bank June 2008 - December 2010
Merrill Lynch June 2006 - June 2008
JP Morgan Private Bank August 2002 - June 2006
SALOMON SMITH BARNEY 2000 - 2003
Skills
Private Banking, Finance, Wealth, High Net Worth..., Wealth Management, Series 7, Retirement Planning, Investments, Portfolio Management, Mutual Funds, Strategic Financial..., Asset Allocation, Equities, Investment Advisory, Fixed Income, Investment Strategies, Financial Planning, Financial Services, Retirement, Wealth Management...
Education
State University of New York College at Oswego
Bachelor’s Degree, Marketing / Finance
Michael Apmann's Salomon Smith Barney Experience October 1996 - May 1999
Job Executive Director
Industry Capital Markets
Experience
J.P. Morgan October 2014 - Present
Credit Suisse June 2011 - October 2014
RBC Capital Markets April 2007 - June 2011
Freeborders August 2001 - March 2007
Lante May 1999 - June 2001
Salomon Smith Barney October 1996 - May 1999
PepsiCo November 1994 - October 1996
KPMG Peat Marwick October 1991 - November 1994
Keane August 1989 - October 1991
Skills
SDLC, Capital Markets, Derivatives, Business Analysis, Fixed Income, Investment Banking, Program Management, Analysis, PMO, Project Management, IT Strategy, Equities, Trading Systems, Risk Management, Business Requirements, CRM, Business Process, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Int'l Business
State University of New York College at Plattsburgh 1984 — 1989
BS, Computer Science
J.P. Morgan October 2014 - Present
Credit Suisse June 2011 - October 2014
RBC Capital Markets April 2007 - June 2011
Freeborders August 2001 - March 2007
Lante May 1999 - June 2001
Salomon Smith Barney October 1996 - May 1999
PepsiCo November 1994 - October 1996
KPMG Peat Marwick October 1991 - November 1994
Keane August 1989 - October 1991
Skills
SDLC, Capital Markets, Derivatives, Business Analysis, Fixed Income, Investment Banking, Program Management, Analysis, PMO, Project Management, IT Strategy, Equities, Trading Systems, Risk Management, Business Requirements, CRM, Business Process, Management Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Int'l Business
State University of New York College at Plattsburgh 1984 — 1989
BS, Computer Science
Christine Didora's Salomon Smith Barney Experience April 2000 - February 2002
Job VP, Investor Relations
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Carlton Harris's Salomon Smith Barney Experience January 1998 - January 2000
Job Trading Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Roanne Martinez's Salomon Smith Barney Experience April 1995 - June 1996
Job VP, Business Consulting Group
Industry Financial Services
Experience
First Allied Securities, Inc. June 2000 - Present
AXA Equitable May 1998 - June 2000
Mutual of New York June 1996 - May 1998
Salomon Smith Barney April 1995 - June 1996
Skills
Finance, Financial Services, Fixed Annuities, Series 63, Variable Annuities
Education
San Diego State University-California State University 1994 — 1997
Bachelors Degree, Business Management
First Allied Securities, Inc. June 2000 - Present
AXA Equitable May 1998 - June 2000
Mutual of New York June 1996 - May 1998
Salomon Smith Barney April 1995 - June 1996
Skills
Finance, Financial Services, Fixed Annuities, Series 63, Variable Annuities
Education
San Diego State University-California State University 1994 — 1997
Bachelors Degree, Business Management
Eric Foertsch's Salomon Smith Barney Experience September 1997 - February 1999
Job Managing Partner at Twin Oak Partners
Industry Financial Services
Experience
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
Kathy Hu's Salomon Smith Barney Experience February 2001 - June 2001
Job Executive Director Private Bank at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2013 - Present
Queens College Board of Trustee 2010 - Present
JPMorgan Chase February 2012 - October 2013
JPMorgan April 2004 - February 2012
JPMorgan Chase 2001 - 2004
Salomon Smith Barney February 2001 - June 2001
Skills
Investment Banking, Strategy, Investor Relations, Credit, Private Banking, Strategic Planning, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Asset Management, Restructuring, Risk Management, Public Relations, Financial Reporting, Financial Analysis, Credit Analysis
Education
City University of New York-Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Valley Leadership
J.P. Morgan October 2013 - Present
Queens College Board of Trustee 2010 - Present
JPMorgan Chase February 2012 - October 2013
JPMorgan April 2004 - February 2012
JPMorgan Chase 2001 - 2004
Salomon Smith Barney February 2001 - June 2001
Skills
Investment Banking, Strategy, Investor Relations, Credit, Private Banking, Strategic Planning, Capital Markets, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Derivatives, Bloomberg, Portfolio Management, Private Equity, Corporate Finance, Finance, Investments, Asset Management, Restructuring, Risk Management, Public Relations, Financial Reporting, Financial Analysis, Credit Analysis
Education
City University of New York-Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Valley Leadership
Faith Wang's Salomon Smith Barney Experience 1998 - 1999
Job Internal Control Officer at GE Capital Retail Bank
Industry Insurance
Experience
GE Capital Retail Bank December 2013 - Present
MetLife May 2011 - Present
MetLife 2005 - April 2011
Mellon Investor Services 2000 - 2004
Salomon Smith Barney 1998 - 1999
KPMG Peat Marwick 1996 - 1998
AT&T 1990 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Financial Reporting, Financial Analysis, Budget Forecasts, Auditing, Project Management, US GAAP, Sarbanes-Oxley, Finance, Analysis, Accounting, General Ledger, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Managerial Finance, Forecasting, Hyperion Enterprise, Insurance, Financial Statements, Financial Accounting, Process Improvement, PeopleSoft, Business Process..., Corporate Finance, Essbase, Mergers & Acquisitions, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA, Accounting
GE Capital Retail Bank December 2013 - Present
MetLife May 2011 - Present
MetLife 2005 - April 2011
Mellon Investor Services 2000 - 2004
Salomon Smith Barney 1998 - 1999
KPMG Peat Marwick 1996 - 1998
AT&T 1990 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Financial Reporting, Financial Analysis, Budget Forecasts, Auditing, Project Management, US GAAP, Sarbanes-Oxley, Finance, Analysis, Accounting, General Ledger, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Managerial Finance, Forecasting, Hyperion Enterprise, Insurance, Financial Statements, Financial Accounting, Process Improvement, PeopleSoft, Business Process..., Corporate Finance, Essbase, Mergers & Acquisitions, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA, Accounting
Jason Krause's Salomon Smith Barney Experience 1998 - 2000
Job All Sports Endurance
Industry Health, Wellness and Fitness
Experience
All Sports Endurance January 2005 - Present
NSA / Juice Plus+ 2011 - Present
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1998 - 2000
Skills
Sports Nutrition, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Southern Methodist University
Union College
All Sports Endurance January 2005 - Present
NSA / Juice Plus+ 2011 - Present
Banc of America Securities 2000 - 2002
Salomon Smith Barney 1998 - 2000
Skills
Sports Nutrition, Financial Modeling, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Finance
Southern Methodist University
Union College
Bradley Selzer's Salomon Smith Barney Experience May 2001 - August 2001
Job Financial Planning and Analysis at 210 Home Buyers Warranty
Industry Real Estate
Experience
2-10 Home Buyers Warranty February 2015 - Present
Orica Mining Services January 2014 - January 2015
Great-West Life and Annuity Insurance Company April 2011 - December 2013
Great-West Life and Annuity Insurance Company May 2005 - April 2011
Commercial Federal Bank April 2004 - May 2005
Salomon Smith Barney May 2001 - August 2001
Skills
Financial Analysis, Financial Modeling, Budget Forecasts, Account Reconciliation, Access Database, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Business Intelligence, PAM for Securities, AS400 system, IFRS, US GAAP, Structured Investments, Accounting, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Investment Strategies, Auditing, Mutual Funds, Strategic Financial..., Financial Accounting, Series 7, Valuation, Investments, SOX 404, Investment Management, SOX Compliancy, Financial Planning
Education
Regis University 2013 — 2015
Master of Science in Accounting (MSA)
University of Denver - Daniels College of Business 2001 — 2003
BSBA, Finance & Marketing
The University of Texas at Austin
2-10 Home Buyers Warranty February 2015 - Present
Orica Mining Services January 2014 - January 2015
Great-West Life and Annuity Insurance Company April 2011 - December 2013
Great-West Life and Annuity Insurance Company May 2005 - April 2011
Commercial Federal Bank April 2004 - May 2005
Salomon Smith Barney May 2001 - August 2001
Skills
Financial Analysis, Financial Modeling, Budget Forecasts, Account Reconciliation, Access Database, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Business Intelligence, PAM for Securities, AS400 system, IFRS, US GAAP, Structured Investments, Accounting, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Investment Strategies, Auditing, Mutual Funds, Strategic Financial..., Financial Accounting, Series 7, Valuation, Investments, SOX 404, Investment Management, SOX Compliancy, Financial Planning
Education
Regis University 2013 — 2015
Master of Science in Accounting (MSA)
University of Denver - Daniels College of Business 2001 — 2003
BSBA, Finance & Marketing
The University of Texas at Austin
Robert Guarino's Salomon Smith Barney Experience October 2000 - December 2001
Job Business Development, Relationship, Sales and Trading Professional
Industry Financial Services
Experience
Independent Trader September 2012 - Present
TradingScreen November 2010 - September 2012
Liquidnet April 2007 - October 2010
SunGard April 2006 - April 2007
Onlyson Inc January 2005 - April 2006
Cantor Fitzgerald February 2002 - December 2004
Salomon Smith Barney October 2000 - December 2001
Paine Webber December 1998 - December 2000
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Trading, Securities, Business Development, Hedge Funds, Fixed Income, CRM, Series 63, Financial Markets, Series 7, Bloomberg, Options, Equity Derivatives, FINRA, Market Data, Capital Markets, Management, Derivatives, FX trading, Low Latency, FX Options, Portfolio Management, Bloomberg Terminal, Back Office
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor's Degree, Environmental and Business Economics
Independent Trader September 2012 - Present
TradingScreen November 2010 - September 2012
Liquidnet April 2007 - October 2010
SunGard April 2006 - April 2007
Onlyson Inc January 2005 - April 2006
Cantor Fitzgerald February 2002 - December 2004
Salomon Smith Barney October 2000 - December 2001
Paine Webber December 1998 - December 2000
Skills
Equities, Electronic Trading, Trading Systems, Equity Trading, Trading, Securities, Business Development, Hedge Funds, Fixed Income, CRM, Series 63, Financial Markets, Series 7, Bloomberg, Options, Equity Derivatives, FINRA, Market Data, Capital Markets, Management, Derivatives, FX trading, Low Latency, FX Options, Portfolio Management, Bloomberg Terminal, Back Office
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor's Degree, Environmental and Business Economics
Lana Benjamin's Salomon Smith Barney Experience August 1999 - February 2002
Job Owner
Industry Education Management
Experience
--- June 2008 - Present
The Reserve Funds November 2005 - Present
Salomon Smith Barney August 1999 - February 2002
Morgan Stanley January 1997 - August 1999
Skills
Mutual Funds, Hedge Funds, Accounting, Cash Management, Financial Services, Asset Managment
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
MS, Accounting
--- June 2008 - Present
The Reserve Funds November 2005 - Present
Salomon Smith Barney August 1999 - February 2002
Morgan Stanley January 1997 - August 1999
Skills
Mutual Funds, Hedge Funds, Accounting, Cash Management, Financial Services, Asset Managment
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 1999
MS, Accounting
John Naz's Salomon Smith Barney Experience 1996 - 2000
Job Managing Director Voluntary Benefits Division at Corporate Synergies
Industry Insurance
Experience
Corporate Synergies December 2010 - Present
Mutual of Omaha October 2008 - January 2011
Citigroup 2004 - 2008
SBLI USA 2002 - 2003
Salomon Smith Barney 1996 - 2000
First Data Merchant Services 1997 - 1998
Skills
Management, Brokers, Employee Benefits, Underwriting, Benefits Administration, Term Life Insurance, Health Insurance, Performance Management, Marketing, Strategic Planning, Leadership, Life Insurance, Disability Insurance, Insurance, Workers Compensation, New Business Development, Recruiting, Finance, Account Management, Human Resources, Risk Management, 401k, Long-term Care, Property & Casualty..., Process Improvement
Education
Queens College 1989 — 1993
BA - Accounting, Accounting, Economics
Archbishop Molloy 1980 — 1984
Corporate Synergies December 2010 - Present
Mutual of Omaha October 2008 - January 2011
Citigroup 2004 - 2008
SBLI USA 2002 - 2003
Salomon Smith Barney 1996 - 2000
First Data Merchant Services 1997 - 1998
Skills
Management, Brokers, Employee Benefits, Underwriting, Benefits Administration, Term Life Insurance, Health Insurance, Performance Management, Marketing, Strategic Planning, Leadership, Life Insurance, Disability Insurance, Insurance, Workers Compensation, New Business Development, Recruiting, Finance, Account Management, Human Resources, Risk Management, 401k, Long-term Care, Property & Casualty..., Process Improvement
Education
Queens College 1989 — 1993
BA - Accounting, Accounting, Economics
Archbishop Molloy 1980 — 1984
Samir Patel's Salomon Smith Barney Experience September 1998 - February 2000
Job Vice President Software/Data Engineer
Industry Capital Markets
Experience
Pico Quantitative Trading 2012 - 2015
TFS Capital 2008 - 2012
Lehman Brothers July 2006 - February 2008
Barclays Capital January 2006 - July 2006
Lehman Brothers June 2002 - December 2005
Merck Medco (now Express Scripts) October 2001 - June 2002
Lehman Brothers March 2000 - May 2001
Salomon Smith Barney September 1998 - February 2000
Credit Suisse First Boston June 1996 - August 1998
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Java, Credit Derivatives, SQL, ETL, Perl, DB2, Performance Tuning, Software Development, Unix, Object Oriented Perl, Berkeley DB, Fixed Income Technology, Interest Rate..., XML, XSLT, Equities, Buy-side, Sell Side, Prime Brokerage, Web Development, Business Requirements, Technical Documentation, Data Marts, Process Automation, Cloud Computing, Data Architecture, Databases, Database Design, Python, MySQL, Vertica, Axis2, OATS, FIX, Tomcat, ActiveMQ, STOMP, Market Data, Trading Systems, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS/BA, Computer Science/English
Pico Quantitative Trading 2012 - 2015
TFS Capital 2008 - 2012
Lehman Brothers July 2006 - February 2008
Barclays Capital January 2006 - July 2006
Lehman Brothers June 2002 - December 2005
Merck Medco (now Express Scripts) October 2001 - June 2002
Lehman Brothers March 2000 - May 2001
Salomon Smith Barney September 1998 - February 2000
Credit Suisse First Boston June 1996 - August 1998
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Java, Credit Derivatives, SQL, ETL, Perl, DB2, Performance Tuning, Software Development, Unix, Object Oriented Perl, Berkeley DB, Fixed Income Technology, Interest Rate..., XML, XSLT, Equities, Buy-side, Sell Side, Prime Brokerage, Web Development, Business Requirements, Technical Documentation, Data Marts, Process Automation, Cloud Computing, Data Architecture, Databases, Database Design, Python, MySQL, Vertica, Axis2, OATS, FIX, Tomcat, ActiveMQ, STOMP, Market Data, Trading Systems, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS/BA, Computer Science/English
Nelson Lue's Salomon Smith Barney Experience June 2000 - February 2002
Job VP Sourcing and Procurement at Moody's Corporation
Industry Logistics and Supply Chain
Experience
Moody's Corporation September 2012 - Present
Colgate Palmolive January 2007 - September 2012
Credit Suisse August 2006 - January 2007
Verizon Wireless July 2003 - August 2006
Grom Associates August 2002 - July 2003
Merrill Lynch February 2002 - August 2002
Salomon Smith Barney June 2000 - February 2002
Skills
Contract Negotiation, Management, Procurement, Sourcing, Supply Management, Analysis, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of the Arts, Political Science
Rutgers University-New Brunswick
Moody's Corporation September 2012 - Present
Colgate Palmolive January 2007 - September 2012
Credit Suisse August 2006 - January 2007
Verizon Wireless July 2003 - August 2006
Grom Associates August 2002 - July 2003
Merrill Lynch February 2002 - August 2002
Salomon Smith Barney June 2000 - February 2002
Skills
Contract Negotiation, Management, Procurement, Sourcing, Supply Management, Analysis, Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of the Arts, Political Science
Rutgers University-New Brunswick
Renee Viviani's Salomon Smith Barney Experience April 1997 - August 1998
Job Director, Capital Markets Operational Risk at Bank of Montreal
Industry Banking
Experience
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Vincent Chin's Salomon Smith Barney Experience 1995 - 1998
Job Senior Director, Finance at Ralph Lauren
Industry Financial Services
Experience
Ralph Lauren December 2011 - Present
Walmart April 2010 - December 2011
Disney Consumer Products February 2007 - April 2010
Disney Publishing Worldwide 2007 - April 2010
Ginger and Spice February 2003 - February 2007
Merrill Lynch Investment Managers 1998 - 2003
Salomon Smith Barney 1995 - 1998
Skills
Finance, Operations Management, Sales Operations, Analysis, Strategic Planning, Business Strategy, Business Development, Global Business..., Global Operations, M&A experience, Equity Research, Investment Banking, Capital Markets, Portfolio Management, Retail, Advertising, Publishing, Multi-Unit Management, Multi-Unit Operations, Multi-Unit Retail, Strategic Financial..., MBA, Transportation, Restaurants, Restaurant Management, Hospitality, Retail Banking, Financial Accounting, Competitive Analysis, Financial Modeling, Financial Reporting, Analytics, Management, Cross-functional Team..., Budgets, Entrepreneurship, E-commerce, Leadership, Financial Analysis, Accounting, Mergers & Acquisitions, P&L, Negotiation, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
University at Buffalo 1988 — 1992
BA, International Business and Psychology
Ralph Lauren December 2011 - Present
Walmart April 2010 - December 2011
Disney Consumer Products February 2007 - April 2010
Disney Publishing Worldwide 2007 - April 2010
Ginger and Spice February 2003 - February 2007
Merrill Lynch Investment Managers 1998 - 2003
Salomon Smith Barney 1995 - 1998
Skills
Finance, Operations Management, Sales Operations, Analysis, Strategic Planning, Business Strategy, Business Development, Global Business..., Global Operations, M&A experience, Equity Research, Investment Banking, Capital Markets, Portfolio Management, Retail, Advertising, Publishing, Multi-Unit Management, Multi-Unit Operations, Multi-Unit Retail, Strategic Financial..., MBA, Transportation, Restaurants, Restaurant Management, Hospitality, Retail Banking, Financial Accounting, Competitive Analysis, Financial Modeling, Financial Reporting, Analytics, Management, Cross-functional Team..., Budgets, Entrepreneurship, E-commerce, Leadership, Financial Analysis, Accounting, Mergers & Acquisitions, P&L, Negotiation, Financial Planning
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
MBA, Finance
University at Buffalo 1988 — 1992
BA, International Business and Psychology
Ian Finkelstein's Salomon Smith Barney Experience 1993 - 2001
Job Project Manager at Garden City Group
Industry Information Technology and Services
Experience
Garden City Group August 2009 - Present
Citigroup 2002 - December 2008
Salomon Smith Barney 1993 - 2001
Solutions Consulting December 1989 - October 1993
Skills
Business Analysis, Project Management, SQL, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Databases, SDLC, Microsoft Office, VBA, Business Process, Leadership, PMP
Education
State University of New York - System
BS, Computer Science / Emphasis in Business
Garden City Group August 2009 - Present
Citigroup 2002 - December 2008
Salomon Smith Barney 1993 - 2001
Solutions Consulting December 1989 - October 1993
Skills
Business Analysis, Project Management, SQL, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Databases, SDLC, Microsoft Office, VBA, Business Process, Leadership, PMP
Education
State University of New York - System
BS, Computer Science / Emphasis in Business
Keenlya McCargo's Salomon Smith Barney Experience March 1999 - January 2000
Job Vice President, Compliance Officer Products at Citigroup
Industry Financial Services
Experience
Citigroup October 2012 - Present
Citi Group January 2011 - October 2012
CIT September 2010 - December 2010
LAB Marketing April 2009 - January 2010
Citigroup January 2005 - July 2008
Citicorp Investment Services July 2000 - January 2005
Citicorp Investment Services - CitiTrade January 2000 - July 2000
Salomon Smith Barney March 1999 - January 2000
Skills
Banking, Financial Services, FINRA, AML, Operational Risk, Financial Risk, Capital Markets, Wealth Management, Auditing, Securities, Analysis, Trading, Investments, Options, KYC, Training, Finance
Education
Rutgers University-New Brunswick 1986 — 1988
B.A., Economics and Finance
Rutgers University-New Brunswick 1984 — 1986
Pharmacy
Citigroup October 2012 - Present
Citi Group January 2011 - October 2012
CIT September 2010 - December 2010
LAB Marketing April 2009 - January 2010
Citigroup January 2005 - July 2008
Citicorp Investment Services July 2000 - January 2005
Citicorp Investment Services - CitiTrade January 2000 - July 2000
Salomon Smith Barney March 1999 - January 2000
Skills
Banking, Financial Services, FINRA, AML, Operational Risk, Financial Risk, Capital Markets, Wealth Management, Auditing, Securities, Analysis, Trading, Investments, Options, KYC, Training, Finance
Education
Rutgers University-New Brunswick 1986 — 1988
B.A., Economics and Finance
Rutgers University-New Brunswick 1984 — 1986
Pharmacy
Stephen Schiller's Salomon Smith Barney Experience 1988 - 1999
Job MAEVA Advisors LLC
Industry Financial Services
Experience
MAEVA Advisors LLC March 2013 - Present
Student Sponsor Partners 2003 - 2014
Student Sponsor Partners 2003 - 2014
Gordian Group, LLC February 2009 - February 2013
Citigroup Global Markets Inc. 2000 - 2007
Salomon Smith Barney 1988 - 1999
Skills
Capital Markets, Private Equity, Investment Banking, Real Estate, Restructuring, Mergers, Corporate Finance, Structured Finance, Talent Management, Alternative Investments, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD, Law
Stanford University 1975 — 1979
AB, International Relations
MAEVA Advisors LLC March 2013 - Present
Student Sponsor Partners 2003 - 2014
Student Sponsor Partners 2003 - 2014
Gordian Group, LLC February 2009 - February 2013
Citigroup Global Markets Inc. 2000 - 2007
Salomon Smith Barney 1988 - 1999
Skills
Capital Markets, Private Equity, Investment Banking, Real Estate, Restructuring, Mergers, Corporate Finance, Structured Finance, Talent Management, Alternative Investments, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD, Law
Stanford University 1975 — 1979
AB, International Relations
John J. Kim, CFA's Salomon Smith Barney Experience July 1997 - April 1998
Job Financial Services Professional
Industry Financial Services
Experience
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Jack Peng's Salomon Smith Barney Experience December 1996 - January 1998
Job Technical Architect, Design Engineer at ADP
Industry Information Technology and Services
Experience
ADP September 2012 - Present
Bridgewater Associates January 2012 - September 2012
Goldman Sachs January 1998 - December 2011
Salomon Smith Barney December 1996 - January 1998
Skills
Virtualization, Microsoft Exchange, Active Directory, Hyper-V, High Availability, Perl, SMTP, Messaging, VCP 5, Exchange 2010, Exchange 2007, Ironport, Windows Server 2008 R2, PowerShell, Microsoft Lync Server..., VMware vSphere, SMTP Perimeter /..., Windows Server 2003, Clustering, Windows Server 2008, Forefront, SCOM / MOM, Vmware Certified..., ITIL Certified, Windows Server, Routing, Cluster, Powershell, Storage, Unix
Education
Stevens Institute of Technology 1995 — 1996
M.S., Computer Science
Rutgers University-New Brunswick 1990 — 1995
M.S., Material Science and Engineering
ADP September 2012 - Present
Bridgewater Associates January 2012 - September 2012
Goldman Sachs January 1998 - December 2011
Salomon Smith Barney December 1996 - January 1998
Skills
Virtualization, Microsoft Exchange, Active Directory, Hyper-V, High Availability, Perl, SMTP, Messaging, VCP 5, Exchange 2010, Exchange 2007, Ironport, Windows Server 2008 R2, PowerShell, Microsoft Lync Server..., VMware vSphere, SMTP Perimeter /..., Windows Server 2003, Clustering, Windows Server 2008, Forefront, SCOM / MOM, Vmware Certified..., ITIL Certified, Windows Server, Routing, Cluster, Powershell, Storage, Unix
Education
Stevens Institute of Technology 1995 — 1996
M.S., Computer Science
Rutgers University-New Brunswick 1990 — 1995
M.S., Material Science and Engineering
Jackson Cloak's Salomon Smith Barney Experience March 2001 - May 2002
Job Managing Director at Berkadia Commercial Mortgage LLC
Industry Banking
Experience
Berkadia Commercial Mortgage LLC March 2010 - Present
Fidelity Bancorp Funding January 2003 - March 2010
Salomon Smith Barney March 2001 - May 2002
Skills
Commercial Lending, Mortgage Lending, Finance, Commercial Real Estate, Real Estate, Investment Properties, Loans, Small Business Lending, Commercial Mortgages, Mortgage Banking, Credit, Real Estate Economics, Refinance, Real Estate Financing, Credit Analysis
Education
San Diego State University-California State University 1995 — 2000
Business, Finance
Laguna Beach High School
Berkadia Commercial Mortgage LLC March 2010 - Present
Fidelity Bancorp Funding January 2003 - March 2010
Salomon Smith Barney March 2001 - May 2002
Skills
Commercial Lending, Mortgage Lending, Finance, Commercial Real Estate, Real Estate, Investment Properties, Loans, Small Business Lending, Commercial Mortgages, Mortgage Banking, Credit, Real Estate Economics, Refinance, Real Estate Financing, Credit Analysis
Education
San Diego State University-California State University 1995 — 2000
Business, Finance
Laguna Beach High School
Renee Governale's Salomon Smith Barney Experience 1996 - 1999
Job Executive Assistant to CFO of Wells Fargo Business Banking Group
Industry Banking
Experience
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Wells Fargo September 2014 - Present
Wells Fargo Insurance Services May 2008 - September 2014
Wachovia August 2002 - August 2005
Goldman Sachs September 1999 - March 2002
Salomon Smith Barney 1996 - 1999
Leviton Manufacturing Co., Inc. 1987 - 1996
Skills
Expense Management, Insurance, Outlook, Microsoft Excel, Lotus Notes, Administrative..., Financial Services, Finance, PowerPoint, Employee Benefits, Risk Management, Travel Arrangements, Banking, Customer Service, Relationship Management, Calendaring, Managing Database, Confidentiality, Salesforce.com, Credit, Benefits Administration, Financial Analysis, Collaborative Problem..., Spreadsheets, Process Scheduler, Microsoft Publisher, Meeting Planning, Coordinate Meetings, Multi-tasked, Mentoring and training..., Planet Wholesale, Distribute and track..., Co-Leader of Employee..., Administrative..., Investments
Education
Queens College 1983 — 1986
Margo Mulumba's Salomon Smith Barney Experience December 1997 - July 1999
Job Government Administration Professional with Programming Background
Industry International Trade and Development
Experience
US Embassy September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC) July 1999 - September 2004
Salomon Smith Barney December 1997 - July 1999
Margo Mulumba Consulting November 1996 - November 1997
Dean Witter December 1994 - November 1996
PaineWebber December 1985 - November 1994
Merrill Lynch December 1983 - November 1985
Manufacturers Hanover Trust January 1980 - November 1983
Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government
Education
Sheridan Technical Center 2009 — 2010
Certificate, Network and System Administration/Administrator, A
Empire Technical School 1975 — 1976
Certificate, Computer Programming
San Jose State University 1971 — 1974
BA, History
US Embassy September 2004 - August 2007
Group Dilembu, (Sprl Kinshasa, DRC) July 1999 - September 2004
Salomon Smith Barney December 1997 - July 1999
Margo Mulumba Consulting November 1996 - November 1997
Dean Witter December 1994 - November 1996
PaineWebber December 1985 - November 1994
Merrill Lynch December 1983 - November 1985
Manufacturers Hanover Trust January 1980 - November 1983
Skills
COBOL, International..., JCL, Mainframe, CICS, Nonprofits, Human Resources, Operating Systems, Government
Education
Sheridan Technical Center 2009 — 2010
Certificate, Network and System Administration/Administrator, A
Empire Technical School 1975 — 1976
Certificate, Computer Programming
San Jose State University 1971 — 1974
BA, History
Amanda Salmon's Salomon Smith Barney Experience September 1996 - November 1998
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2000 - Present
IKON Office Solutions November 1998 - August 2000
Salomon Smith Barney September 1996 - November 1998
Salomon Brothers 1995 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1990
BA, Political Science
Credit Suisse 2000 - Present
IKON Office Solutions November 1998 - August 2000
Salomon Smith Barney September 1996 - November 1998
Salomon Brothers 1995 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1985 — 1990
BA, Political Science
Matthew Murray's Salomon Smith Barney Experience July 1986 - July 1999
Job Vice President, Clearing Operations at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
Rich Tobin's Salomon Smith Barney Experience March 1998 - March 2002
Job Institutional Equity Derivative & Finance Sales at HSBC
Industry Financial Services
Experience
HSBC April 2014 - Present
Capital Guardian LLC February 2013 - April 2014
HydbyH January 1995 - July 2013
Nomura Securities Inc. 2009 - May 2011
Merrill Lynch March 2002 - January 2009
Salomon Smith Barney March 1998 - March 2002
Citigroup Global Markets 1998 - 2002
ING Barings January 1994 - February 1998
Skills
Equities, Series 7, Hedge Funds, Trading, Fixed Income, Series 63, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Alternative Investments, Securities, Equity Trading, Asset Managment, Options, Investments, Electronic Trading, ETFs, Trading Systems, Mutual Funds, Series 24, Private Equity, Internet Entrepreneur, Back Office, Equity Research, FINRA, Financial Markets, Risk Management, Market Data, Investment Management, Equity Derivatives, Bonds, Emerging Markets, Asset Allocation, Structured Products, Investment Banking, Wealth Management, Financial Services, Investment Strategies, Block Trading
Education
Saint Joseph's University 1989 — 1993
B.S., Business Management
University College Cork 1992 — 1992
International Business
Camden Catholic H.S. 1985 — 1989
HSBC April 2014 - Present
Capital Guardian LLC February 2013 - April 2014
HydbyH January 1995 - July 2013
Nomura Securities Inc. 2009 - May 2011
Merrill Lynch March 2002 - January 2009
Salomon Smith Barney March 1998 - March 2002
Citigroup Global Markets 1998 - 2002
ING Barings January 1994 - February 1998
Skills
Equities, Series 7, Hedge Funds, Trading, Fixed Income, Series 63, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Alternative Investments, Securities, Equity Trading, Asset Managment, Options, Investments, Electronic Trading, ETFs, Trading Systems, Mutual Funds, Series 24, Private Equity, Internet Entrepreneur, Back Office, Equity Research, FINRA, Financial Markets, Risk Management, Market Data, Investment Management, Equity Derivatives, Bonds, Emerging Markets, Asset Allocation, Structured Products, Investment Banking, Wealth Management, Financial Services, Investment Strategies, Block Trading
Education
Saint Joseph's University 1989 — 1993
B.S., Business Management
University College Cork 1992 — 1992
International Business
Camden Catholic H.S. 1985 — 1989
Karen Reilly's Salomon Smith Barney Experience June 1991 - March 1994
Job Administrative Assistant at Citibank
Industry Banking
Experience
Citibank August 2003 - Present
Optimum Solutions Corp December 2004 - February 2006
ManpowerGroup September 2004 - November 2004
Brooklyn Hospital April 2002 - July 2002
Mercy Medical Center March 2001 - November 2001
Atlantic Bank of NY March 1994 - March 2001
Salomon Smith Barney June 1991 - March 1994
Irving Trust Co. December 1980 - December 1990
Skills
Microsoft Office 2003, Word, Microsoft Word, Lotus Notes, PeopleSoft, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, HRIS, Benefits Administration, Onboarding, Employee Relations, Vendor Management, Process Improvement, Non-profits, Microsoft Office, Accounts Receivable
Education
St. Francis College 1981 — 1991
Bachelor's Degree, Business Management
St. Brendan Diocesan High School 1970 — 1974
High School, Academic Diploma
Citibank August 2003 - Present
Optimum Solutions Corp December 2004 - February 2006
ManpowerGroup September 2004 - November 2004
Brooklyn Hospital April 2002 - July 2002
Mercy Medical Center March 2001 - November 2001
Atlantic Bank of NY March 1994 - March 2001
Salomon Smith Barney June 1991 - March 1994
Irving Trust Co. December 1980 - December 1990
Skills
Microsoft Office 2003, Word, Microsoft Word, Lotus Notes, PeopleSoft, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, HRIS, Benefits Administration, Onboarding, Employee Relations, Vendor Management, Process Improvement, Non-profits, Microsoft Office, Accounts Receivable
Education
St. Francis College 1981 — 1991
Bachelor's Degree, Business Management
St. Brendan Diocesan High School 1970 — 1974
High School, Academic Diploma
Benjamin Easow's Salomon Smith Barney Experience 1996 - 1999
Job Investment Management Professional
Industry Investment Management
Experience
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
Frank Nicosia's Salomon Smith Barney Experience July 1995 - February 1998
Job School Bus Driver
Industry Transportation/Trucking/Railroad
Experience
Suffolk Transportation Service June 2014 - Present
Century21 AA April 2012 - June 2014
Citi July 2009 - December 2011
AVP - Citigroup July 2009 - December 2011
CitiGroup March 1984 - December 2011
Citi March 1998 - June 2009
AVP – Citicorp/Smith Barney/Citigroup August 1987 - June 2009
Salomon Smith Barney July 1995 - February 1998
Citicorp March 1984 - June 1995
Citicorp September 1979 - July 1987
Skills
ISPF, TSO, Mainframe, JCL, VTAM, IBM Utilities, IBM Mainframe, VSAM, CICS, z/OS, MVS, Fileaid, COBOL, Disaster Recovery, DB2, SDLC, CLIST, Websphere, JES2, WebSphere MQ, SDSF, OS/390, Omegamon, SMP/E, Production Support, Problem Management, NDM, Syncsort, FTP, Connect Direct, IT Strategy, Information Security..., Vendor Management, Incident Management, ITIL, Business Continuity, RACF, ITIL Certified, Enterprise Architecture, Market Data, Performance Tuning, REXX, Testing, WebSphere Application..., Systems Analysis, WebSphere, IMS DB/DC
Education
Saint John's University 1972 — 1976
BS, Computer Science
St. John's University 1972 — 1976
B.S, Computer Science
Suffolk Transportation Service June 2014 - Present
Century21 AA April 2012 - June 2014
Citi July 2009 - December 2011
AVP - Citigroup July 2009 - December 2011
CitiGroup March 1984 - December 2011
Citi March 1998 - June 2009
AVP – Citicorp/Smith Barney/Citigroup August 1987 - June 2009
Salomon Smith Barney July 1995 - February 1998
Citicorp March 1984 - June 1995
Citicorp September 1979 - July 1987
Skills
ISPF, TSO, Mainframe, JCL, VTAM, IBM Utilities, IBM Mainframe, VSAM, CICS, z/OS, MVS, Fileaid, COBOL, Disaster Recovery, DB2, SDLC, CLIST, Websphere, JES2, WebSphere MQ, SDSF, OS/390, Omegamon, SMP/E, Production Support, Problem Management, NDM, Syncsort, FTP, Connect Direct, IT Strategy, Information Security..., Vendor Management, Incident Management, ITIL, Business Continuity, RACF, ITIL Certified, Enterprise Architecture, Market Data, Performance Tuning, REXX, Testing, WebSphere Application..., Systems Analysis, WebSphere, IMS DB/DC
Education
Saint John's University 1972 — 1976
BS, Computer Science
St. John's University 1972 — 1976
B.S, Computer Science
Nick Losey's Salomon Smith Barney Experience 2001 - 2003
Job Portfolio Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC August 2015 - Present
White Oak Global Advisors 2011 - 2015
Armatura Capital Management 2009 - 2011
Highland Capital Management 2005 - 2009
Salomon Smith Barney 2001 - 2003
Bear Stearns 2001 - 2001
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration
University of Oklahoma 1997 — 2001
Bachelor of Business Administration
Whitebox Advisors LLC August 2015 - Present
White Oak Global Advisors 2011 - 2015
Armatura Capital Management 2009 - 2011
Highland Capital Management 2005 - 2009
Salomon Smith Barney 2001 - 2003
Bear Stearns 2001 - 2001
Education
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration
University of Oklahoma 1997 — 2001
Bachelor of Business Administration
Robert Phelan's Salomon Smith Barney Experience August 1993 - September 2000
Job HighNet Worth Personal Lines Insurance Advisor
Industry Insurance
Experience
Maury Donnelly & Parr Inc January 2014 - Present
Coastal Plains Insurance/Outdoors October 2010 - December 2013
Kiawah Island Real Estate September 2000 - November 2010
Salomon Smith Barney August 1993 - September 2000
Citation Financial Group 1991 - 1993
T&S Commodities 1988 - 1991
Skills
Real Estate, Negotiation, Marketing Strategy, Customer Service, Insurance, Sales Management, Investment Properties, Account Management, Sellers, Residential Homes, Team Building, New Business Development, Salesforce.com, Customer Satisfaction, Closing Deals, Sales, Team Leadership, Sales Presentations, Strategic Planning, Selling, Management, Investments
Education
Saint Michael's College 1984 — 1987
Bachelor of Arts, Business Administration
Maury Donnelly & Parr Inc January 2014 - Present
Coastal Plains Insurance/Outdoors October 2010 - December 2013
Kiawah Island Real Estate September 2000 - November 2010
Salomon Smith Barney August 1993 - September 2000
Citation Financial Group 1991 - 1993
T&S Commodities 1988 - 1991
Skills
Real Estate, Negotiation, Marketing Strategy, Customer Service, Insurance, Sales Management, Investment Properties, Account Management, Sellers, Residential Homes, Team Building, New Business Development, Salesforce.com, Customer Satisfaction, Closing Deals, Sales, Team Leadership, Sales Presentations, Strategic Planning, Selling, Management, Investments
Education
Saint Michael's College 1984 — 1987
Bachelor of Arts, Business Administration
Neil Datta's Salomon Smith Barney Experience 2000 - 2003
Job Head of Operational Risk
Industry Investment Management
Experience
Optima Fund Management 2011 - Present
Arden Asset Management 2007 - 2011
NY State Department of Tax and Finance 2003 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Hedge Funds, Asset Management, Due Diligence, Risk Management, Fixed Income, Fund Of Funds, Hedge Fund Accounting, Hedge Fund operations, Asset Managment, Investor Relations, hedge fund marketing, Portfolio Management, Operational Risk, Alternative Investments, Equities, Capital Markets, Investment Management, Operational Due..., Investments, Asset Allocation, Trading, Financial Services, Private Equity, Investment Strategies, Mutual Funds, Emerging Markets, Internal Controls, Trading Systems, Prime Brokerage, Market Risk, Wealth Management, Hedging, Valuation, Securities, Management
Education
State University of New York Empire State College
B.S., Business
Archbishop Molloy High School
HS Diploma
Optima Fund Management 2011 - Present
Arden Asset Management 2007 - 2011
NY State Department of Tax and Finance 2003 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Hedge Funds, Asset Management, Due Diligence, Risk Management, Fixed Income, Fund Of Funds, Hedge Fund Accounting, Hedge Fund operations, Asset Managment, Investor Relations, hedge fund marketing, Portfolio Management, Operational Risk, Alternative Investments, Equities, Capital Markets, Investment Management, Operational Due..., Investments, Asset Allocation, Trading, Financial Services, Private Equity, Investment Strategies, Mutual Funds, Emerging Markets, Internal Controls, Trading Systems, Prime Brokerage, Market Risk, Wealth Management, Hedging, Valuation, Securities, Management
Education
State University of New York Empire State College
B.S., Business
Archbishop Molloy High School
HS Diploma
charles hohl's Salomon Smith Barney Experience 1998 - 2000
Job Senior Technical Analyst
Industry Financial Services
Experience
Citi 2011 - 2013
Citi 2000 - 2011
Salomon Smith Barney 1998 - 2000
Shearson Lehman Brothers 1984 - 1998
Skills
Disaster Recovery, Testing, Mainframe, Data Center, Trading Systems, Securities, DB2, Troubleshooting, Management, Process Improvement, Data Analysis, IT Management, Hardware, MVS, Performance Tuning, ITIL, Vendor Management, NDM, Technical Support, IT Strategy, Unix, JCL, TSO, Fileaid, mainframe utilities
Education
Queensborough Community College
Computer Science
Citi 2011 - 2013
Citi 2000 - 2011
Salomon Smith Barney 1998 - 2000
Shearson Lehman Brothers 1984 - 1998
Skills
Disaster Recovery, Testing, Mainframe, Data Center, Trading Systems, Securities, DB2, Troubleshooting, Management, Process Improvement, Data Analysis, IT Management, Hardware, MVS, Performance Tuning, ITIL, Vendor Management, NDM, Technical Support, IT Strategy, Unix, JCL, TSO, Fileaid, mainframe utilities
Education
Queensborough Community College
Computer Science
John C. Sanchez's Salomon Smith Barney Experience October 2000 - January 2004
Job President at Logos Brokerage Resources
Industry Financial Services
Experience
Logos Brokerage Resources September 2012 - Present
Sanchez Wealth Management May 2004 - September 2012
OnePenn Financial Group October 2011 - August 2012
Salomon Smith Barney October 2000 - January 2004
Skills
Financial Analysis, Strategic Financial..., Small Business, Team Building, Insurance, Drummer and..., High Net Worth..., Accounting, Financial Reporting, Investments, Forecasting, Corporate Finance, Financial Advisory, Financial Planners, Retirement Planning, Personal Finance, Fixed Annuities, Finance, IRAs, Business Planning, Retirement, Long-term Care, Employee Benefits, Critical Illness, Universal Life, Term Life Insurance, Disability Insurance, Life Insurance, Health Savings Accounts, Estate Planning
Education
Philadelphia University 1991 — 1994
Master of Business Administration (MBA), Tax and Finance
Rutgers University – Camden 1984 — 1990
BS, Accounting
Logos Brokerage Resources September 2012 - Present
Sanchez Wealth Management May 2004 - September 2012
OnePenn Financial Group October 2011 - August 2012
Salomon Smith Barney October 2000 - January 2004
Skills
Financial Analysis, Strategic Financial..., Small Business, Team Building, Insurance, Drummer and..., High Net Worth..., Accounting, Financial Reporting, Investments, Forecasting, Corporate Finance, Financial Advisory, Financial Planners, Retirement Planning, Personal Finance, Fixed Annuities, Finance, IRAs, Business Planning, Retirement, Long-term Care, Employee Benefits, Critical Illness, Universal Life, Term Life Insurance, Disability Insurance, Life Insurance, Health Savings Accounts, Estate Planning
Education
Philadelphia University 1991 — 1994
Master of Business Administration (MBA), Tax and Finance
Rutgers University – Camden 1984 — 1990
BS, Accounting
Elmer Nakao's Salomon Smith Barney Experience 1997 - 2000
Job Director of Finance at Halekulani Corporation
Industry Hospitality
Experience
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
Halekulani Corporation 2012 - Present
First Hawaiian Bank 2010 - 2012
Citigroup Japan Holdings 2008 - 2010
Nikko Citigroup 2005 - 2008
Nikko Citigroup 2000 - 2005
Salomon Smith Barney 1997 - 2000
Salomon Brothers Inc. 1985 - 1997
Coopers & Lybrand 1980 - 1983
Skills
Wealth Management, Investment Banking, Securitization, Credit, Asset Managment, Series 7, Portfolio Management, Financial Modeling, Corporate Finance, Investments, Bloomberg, Credit Risk, Fixed Income, Asset Allocation, Risk Management, Market Risk, Capital Markets, Banking, Credit Derivatives, Structured Finance, Financial Analysis
Education
Stanford Graduate School of Business 1983 — 1985
MBA, Finance and International Business
University of Southern California 1978 — 1980
Bachelor of Science (BS), Accounting
Brian Ness's Salomon Smith Barney Experience November 1998 - August 2001
Job FX Relationship Management Business Development
Industry Financial Services
Experience
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
Raj Yenugadhati's Salomon Smith Barney Experience September 2006 - June 2009
Job Consultant at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Citi Singapore – NA Centre of Excellence June 2009 - February 2012
Salomon Smith Barney September 2006 - June 2009
Salomon Smith Barney July 2002 - August 2006
Salomon Smith Barney May 1998 - June 2002
Salomon Brothers May 1996 - May 1998
Skills
IT Development, IT systems development, Project Delivery, Project Management, Software Project..., Agile Project Management, Program Management, Software Development, Software Engineering, Software Design, Software Quality..., System Architecture, System Deployment, System Testing, System Design, Systems Analysis, People Skills, People Development, People-oriented, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Distributed Team..., Virtual Teams, Business Analysis, Technical Leadership, Information Technology, Message Development, Capital Markets, Equities, Equity Trading, Vendor Management, Graduate Recruitment, SDLC, Agile Methodologies, Waterfall, Java, J2EE Application..., C++, TIBCO, Market Data, Scrum, WebSphere MQ, Veritas Cluster Server, Databases, Sybase, sql, Object Oriented Design
Education
Sri Venkateswara University
Master's degree, Industrial Engineering
Wayne State University
Master's degree, Computer Science
Bank of America August 2012 - Present
Citi Singapore – NA Centre of Excellence June 2009 - February 2012
Salomon Smith Barney September 2006 - June 2009
Salomon Smith Barney July 2002 - August 2006
Salomon Smith Barney May 1998 - June 2002
Salomon Brothers May 1996 - May 1998
Skills
IT Development, IT systems development, Project Delivery, Project Management, Software Project..., Agile Project Management, Program Management, Software Development, Software Engineering, Software Design, Software Quality..., System Architecture, System Deployment, System Testing, System Design, Systems Analysis, People Skills, People Development, People-oriented, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Distributed Team..., Virtual Teams, Business Analysis, Technical Leadership, Information Technology, Message Development, Capital Markets, Equities, Equity Trading, Vendor Management, Graduate Recruitment, SDLC, Agile Methodologies, Waterfall, Java, J2EE Application..., C++, TIBCO, Market Data, Scrum, WebSphere MQ, Veritas Cluster Server, Databases, Sybase, sql, Object Oriented Design
Education
Sri Venkateswara University
Master's degree, Industrial Engineering
Wayne State University
Master's degree, Computer Science
Keith Dougherty's Salomon Smith Barney Experience July 1992 - May 1999
Job SVP Category Management, Pricing and National Sales at US Foods
Industry Food & Beverages
Experience
US Foods November 2013 - Present
US Foods October 2011 - November 2013
US Foods January 2009 - September 2011
US Foods January 2007 - January 2009
US Foods September 2005 - December 2006
Consultant December 2002 - August 2005
US Foods June 1999 - August 2002
Salomon Smith Barney July 1992 - May 1999
Skills
Inspirational Leadership, Influential Communicator, Strategic Vision, Driven By Results, Exceptional Public..., Strong Negotiator, Turn Around Management, Change Catalyst, Profitable National..., Strategic Pricing, Supplier Management, Finance and Accounting, Mergers and Acquisitions, Supply Chain..., Broad-based..., Leading Diverse Teams, Expansive Food and...
Education
Princeton University 1989 — 1992
Bachelor of Science (B.S.) with Honors, Mechanical Engineering
US Foods November 2013 - Present
US Foods October 2011 - November 2013
US Foods January 2009 - September 2011
US Foods January 2007 - January 2009
US Foods September 2005 - December 2006
Consultant December 2002 - August 2005
US Foods June 1999 - August 2002
Salomon Smith Barney July 1992 - May 1999
Skills
Inspirational Leadership, Influential Communicator, Strategic Vision, Driven By Results, Exceptional Public..., Strong Negotiator, Turn Around Management, Change Catalyst, Profitable National..., Strategic Pricing, Supplier Management, Finance and Accounting, Mergers and Acquisitions, Supply Chain..., Broad-based..., Leading Diverse Teams, Expansive Food and...
Education
Princeton University 1989 — 1992
Bachelor of Science (B.S.) with Honors, Mechanical Engineering
J. Richard Ladouceur's Salomon Smith Barney Experience November 2000 - August 2002
Job Director, Operation & Technology IPS
Industry Mental Health Care
Experience
Integrated Psychiatric Services (IPS) July 2013 - Present
Citigroup, Inc. July 2006 - October 2013
Siemens Management Consulting July 2005 - July 2006
Travelers Life & Annuity August 2002 - June 2005
Salomon Smith Barney November 2000 - August 2002
Automatic Data Process Brokerage Information Services April 1998 - November 2000
Banfi Vintners October 1996 - April 1998
Maritime Overseas Corporation June 1994 - October 1996
National Basketball Association January 1993 - June 1994
Manpower Professional June 1992 - June 1994
Skills
COBIT, ITIL, Information Security..., Project Management, Enterprise Architecture, Active Directory..., IT Service Management, Strategic Sourcing, Enterprise IT..., COB, Windows Server, Server Administration, Novell Netware, Network Security, VMware ESX, VDI, SOX Compliancy, Help Desk Implementation, System Analysis Design, B2B2C, IT Audit, Capacity Planning, Capacity Management, VMware Infrastructure
Education
Quinnipiac University - School of Business 2012 — 2014
Masters of Science Information Technology
University of Phoenix 2010 — 2012
Bachelor of science Information Technology, Networking, Telecommunication & Security
SCS Business & Technical Institutes 1992 — 1993
Technical, Computer Operation Specialist
Integrated Psychiatric Services (IPS) July 2013 - Present
Citigroup, Inc. July 2006 - October 2013
Siemens Management Consulting July 2005 - July 2006
Travelers Life & Annuity August 2002 - June 2005
Salomon Smith Barney November 2000 - August 2002
Automatic Data Process Brokerage Information Services April 1998 - November 2000
Banfi Vintners October 1996 - April 1998
Maritime Overseas Corporation June 1994 - October 1996
National Basketball Association January 1993 - June 1994
Manpower Professional June 1992 - June 1994
Skills
COBIT, ITIL, Information Security..., Project Management, Enterprise Architecture, Active Directory..., IT Service Management, Strategic Sourcing, Enterprise IT..., COB, Windows Server, Server Administration, Novell Netware, Network Security, VMware ESX, VDI, SOX Compliancy, Help Desk Implementation, System Analysis Design, B2B2C, IT Audit, Capacity Planning, Capacity Management, VMware Infrastructure
Education
Quinnipiac University - School of Business 2012 — 2014
Masters of Science Information Technology
University of Phoenix 2010 — 2012
Bachelor of science Information Technology, Networking, Telecommunication & Security
SCS Business & Technical Institutes 1992 — 1993
Technical, Computer Operation Specialist
Luis G. Uribe's Salomon Smith Barney Experience March 1998 - March 2001
Job Seeking new oportunities in the financial industry
Industry Investment Banking
Experience
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
Seeking Employment or Consulting Opportunities April 2013 - Present
Goldman Sachs 2006 - 2013
UBS March 2001 - March 2006
Salomon Smith Barney March 1998 - March 2001
Morgan Stanley December 1993 - March 1998
Skills
Financial Analysis, Finacial Management, global capital markets, Teamwork, ACATS, ADRs, Bilingual, back office..., Realignment, Capital Markets, Back Office, Corporate Actions, Financial Services, FX Options, Banking
Education
Sienna College, Loudenville, New York 1985 — 1988
Bachelor of Science, Economics
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers