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
J. Clancy Casey J. Clancy Casey's Salomon Smith Barney Experience July 1997 - July 1999
Job Managing Partner / CoFounder at Echo Bridge Partners, LLC
Industry Real Estate
Experience
Echo Bridge Partners June 2010 - Present
Casey Capital Partners August 2009 - Present
BayNorth Capital July 2004 - July 2009
Charlesbank Capital Partners August 1999 - July 2004
Salomon Smith Barney July 1997 - July 1999
Skills
Investments, Venture Capital, Real Estate, Investment Banking, Investment Properties, Asset Management, Portfolio Management, Financial Structuring, Leases, Disposition, Real Estate Economics, Acquisitions, Negotiation
Education
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Business Administration
Echo Bridge Partners June 2010 - Present
Casey Capital Partners August 2009 - Present
BayNorth Capital July 2004 - July 2009
Charlesbank Capital Partners August 1999 - July 2004
Salomon Smith Barney July 1997 - July 1999
Skills
Investments, Venture Capital, Real Estate, Investment Banking, Investment Properties, Asset Management, Portfolio Management, Financial Structuring, Leases, Disposition, Real Estate Economics, Acquisitions, Negotiation
Education
University of California, Berkeley, Haas School of Business 1993 — 1997
BS, Business Administration
Mike Wojcik Mike Wojcik's Salomon Smith Barney Experience January 1999 - December 1999
Job Sales Operations Manager at MarkMonitor
Industry Information Technology and Services
Experience
MarkMonitor May 2010 - Present
MarkMonitor December 2007 - May 2011
Barracuda Networks November 2005 - November 2007
Citigroup January 2003 - October 2005
Citigroup January 2000 - December 2002
Salomon Smith Barney January 1999 - December 1999
Salomon Smith Barney July 1997 - December 1998
Salomon Brothers July 1992 - June 1997
Skills
Enterprise Software, Product Management, Training, Cloud Computing, SaaS, Integration, Strategic Partnerships, Business Intelligence, Sales Operations, Sales, Management, Performance Improvement, Databases, Project Management, Leadership, Disaster Recovery, Unix, Salesforce.com
Education
Stevens Institute of Technology 1987 — 1992
Bachelor of Engineering, Computer Engineering
MarkMonitor May 2010 - Present
MarkMonitor December 2007 - May 2011
Barracuda Networks November 2005 - November 2007
Citigroup January 2003 - October 2005
Citigroup January 2000 - December 2002
Salomon Smith Barney January 1999 - December 1999
Salomon Smith Barney July 1997 - December 1998
Salomon Brothers July 1992 - June 1997
Skills
Enterprise Software, Product Management, Training, Cloud Computing, SaaS, Integration, Strategic Partnerships, Business Intelligence, Sales Operations, Sales, Management, Performance Improvement, Databases, Project Management, Leadership, Disaster Recovery, Unix, Salesforce.com
Education
Stevens Institute of Technology 1987 — 1992
Bachelor of Engineering, Computer Engineering
Sergey Shenderov Sergey Shenderov's Salomon Smith Barney Experience May 1999 - September 2000
Job Cofounder, Managing Director at Wunderkind Media and Technology
Industry Online Media
Experience
Wunderkind Media & Technology October 2014 - Present
FireFly Space Systems October 2014 - Present
BabyBlog January 2008 - Present
Magnetic Sand Resources December 2012 - May 2014
Renaissance Capital January 2006 - November 2012
Citi September 2000 - May 2005
Salomon Smith Barney May 1999 - September 2000
Credit Suisse May 1997 - August 1997
Skills
Investment Banking, Emerging Markets, Corporate Finance, IPO, Valuation, Private Equity, Capital Markets, Mining, Equity Research, Business Strategy, Mergers & Acquisitions, Investor Relations, Equities, Venture Capital, Due Diligence, Equity Capital Markets, Fixed Income, Corporate Development, Private Placements, Business Valuation, Metals, Financial Structuring, Entrepreneurship, Project Finance, Debt, Coal, Mergers, LBO, Gold, Acquisitions, Financial Markets, Strategic Partnerships, Start-up Ventures, Internet Services, Digital Media, Iron Ore, Steel, Early-stage Startups, Mobile Internet, Social Media
Education
The University of North Dakota 1994 — 1998
Bachelor of Business Administration (B.B.A.), Banking and Financial Economics, Magna Cum Laude
Wunderkind Media & Technology October 2014 - Present
FireFly Space Systems October 2014 - Present
BabyBlog January 2008 - Present
Magnetic Sand Resources December 2012 - May 2014
Renaissance Capital January 2006 - November 2012
Citi September 2000 - May 2005
Salomon Smith Barney May 1999 - September 2000
Credit Suisse May 1997 - August 1997
Skills
Investment Banking, Emerging Markets, Corporate Finance, IPO, Valuation, Private Equity, Capital Markets, Mining, Equity Research, Business Strategy, Mergers & Acquisitions, Investor Relations, Equities, Venture Capital, Due Diligence, Equity Capital Markets, Fixed Income, Corporate Development, Private Placements, Business Valuation, Metals, Financial Structuring, Entrepreneurship, Project Finance, Debt, Coal, Mergers, LBO, Gold, Acquisitions, Financial Markets, Strategic Partnerships, Start-up Ventures, Internet Services, Digital Media, Iron Ore, Steel, Early-stage Startups, Mobile Internet, Social Media
Education
The University of North Dakota 1994 — 1998
Bachelor of Business Administration (B.B.A.), Banking and Financial Economics, Magna Cum Laude
Michael Bradley, CFA Michael Bradley, CFA's Salomon Smith Barney Experience November 2003 - October 2005
Job Private Wealth Manager
Industry Investment Management
Experience
Bradley and Company, LLC September 2007 - Present
Smith Barney November 2005 - September 2007
Salomon Smith Barney November 2003 - October 2005
Salomon Smith Barney November 2000 - November 2003
Skills
Portfolio Management, Personal Finance, Executive Compensation, Investments, Wealth Management, Financial Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Investment Strategies, Executive Pay, Equities, Asset Management, Investment Banking, Start-ups, Fixed Income, Private Equity, Series 63, Mergers & Acquisitions, Wealth Management..., Financial Services, Wealth, Risk Management, Mutual Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, High Net Worth..., Private Banking, Options, Securities
Education
London School of Economics and Political Science 1998 — 2000
MSc, Development Economics
University of California, Berkeley 1994 — 1998
BA, Political Science, Business Administration
Bradley and Company, LLC September 2007 - Present
Smith Barney November 2005 - September 2007
Salomon Smith Barney November 2003 - October 2005
Salomon Smith Barney November 2000 - November 2003
Skills
Portfolio Management, Personal Finance, Executive Compensation, Investments, Wealth Management, Financial Planning, Retirement Planning, Financial Advisory, Strategic Financial..., Finance, Investment Strategies, Executive Pay, Equities, Asset Management, Investment Banking, Start-ups, Fixed Income, Private Equity, Series 63, Mergers & Acquisitions, Wealth Management..., Financial Services, Wealth, Risk Management, Mutual Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Management, High Net Worth..., Private Banking, Options, Securities
Education
London School of Economics and Political Science 1998 — 2000
MSc, Development Economics
University of California, Berkeley 1994 — 1998
BA, Political Science, Business Administration
Peter Hirsch's Salomon Smith Barney Experience September 1997 - April 1998
Job Founding Partner, CrossRate Technologies LLC.
Industry Capital Markets
Experience
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
CrossRate Technologies LLC. June 2012 - Present
ExSalo Partners April 2012 - Present
RBC Capital Markets April 2011 - March 2012
Standard Chartered Bank November 2009 - April 2011
Various Financial Startups March 2008 - July 2009
Archeus Capital Management April 2002 - August 2007
Citigroup April 1998 - June 2001
Salomon Smith Barney September 1997 - April 1998
Salomon Brothers July 1985 - August 1997
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Trading, Bloomberg, Volatility, Agency MBS, Emerging Markets, Financial Structuring, Risk Management, E-commerce, trading technology, Electronic Trading, Options, Capital Markets, Interest Rate..., Trading Systems, Proprietary Trading, Swaps, Structured Products, Hedging, Market Risk, Financial Markets, Alternative Investments, Securities, Trading Strategies, Credit Derivatives, Quantitative Finance, Structured Finance, Series 7, Commodity, Equity Derivatives, FX Options, Investment Banking, Equities, FX trading, Mergers, FX Trading
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA, Finance
The University of Chicago 1978 — 1982
BA, Economics
Great Neck Village School
Adriano Blanaru Adriano Blanaru's Salomon Smith Barney Experience June 2001 - March 2003
Job Sr. Product Manager at Hightail
Industry Internet
Experience
Hightail January 2014 - Present
Vuact January 2014 - December 2014
Vuact November 2012 - January 2014
Nimbusbase June 2012 - December 2013
Clipik March 2010 - May 2012
foodtrux.com January 2009 - May 2010
Master Minds November 2007 - June 2008
Link Investimentos February 2005 - November 2007
Hedging-Griffo March 2003 - February 2005
Salomon Smith Barney June 2001 - March 2003
Skills
Product Development, Product Management, Business Strategy, New Business Development, Entrepreneurship, Financial Modeling, Web Video, Mergers & Acquisitions, Start-ups, Financial Analysis, Analytics, Valuation, Strategy, Business Development, Mobile Devices, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management, Marketing and Operations
Universidade Presbiteriana Mackenzie 1997 — 2002
BA, Business
Hightail January 2014 - Present
Vuact January 2014 - December 2014
Vuact November 2012 - January 2014
Nimbusbase June 2012 - December 2013
Clipik March 2010 - May 2012
foodtrux.com January 2009 - May 2010
Master Minds November 2007 - June 2008
Link Investimentos February 2005 - November 2007
Hedging-Griffo March 2003 - February 2005
Salomon Smith Barney June 2001 - March 2003
Skills
Product Development, Product Management, Business Strategy, New Business Development, Entrepreneurship, Financial Modeling, Web Video, Mergers & Acquisitions, Start-ups, Financial Analysis, Analytics, Valuation, Strategy, Business Development, Mobile Devices, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management, Marketing and Operations
Universidade Presbiteriana Mackenzie 1997 — 2002
BA, Business
Chris Sikorski, CFA, PMP's Salomon Smith Barney Experience June 2002 - August 2002
Job Project Management and Business Analysis Professional
Industry Information Services
Experience
US Securities and Exchange Commission October 2011 - Present
US Securities and Exchange Commission June 2003 - October 2011
Salomon Smith Barney June 2002 - August 2002
Skills
Securities, Securities Regulation, Equities, Due Diligence, Business Analysis, Requirements Gathering, Project Management, Analysis, SharePoint, Knowledge Management, SEC filings, SEC, Investment Advisory, Chartered Financial..., CAIA, Change Management, Requirements Analysis, Requirements Management, Business Requirements, Business Process..., Business Process..., Agile & Waterfall..., Agile Project Management, Web Development, Use Case Analysis, Test Cases
Education
The University of Chicago - Booth School of Business 2008 — 2010
Masters of Business Administration, International Business, Economics, Finance, Marketing Management
University of Notre Dame 1999 — 2003
BBA, Finance
Central Catholic High School 1995 — 1999
US Securities and Exchange Commission October 2011 - Present
US Securities and Exchange Commission June 2003 - October 2011
Salomon Smith Barney June 2002 - August 2002
Skills
Securities, Securities Regulation, Equities, Due Diligence, Business Analysis, Requirements Gathering, Project Management, Analysis, SharePoint, Knowledge Management, SEC filings, SEC, Investment Advisory, Chartered Financial..., CAIA, Change Management, Requirements Analysis, Requirements Management, Business Requirements, Business Process..., Business Process..., Agile & Waterfall..., Agile Project Management, Web Development, Use Case Analysis, Test Cases
Education
The University of Chicago - Booth School of Business 2008 — 2010
Masters of Business Administration, International Business, Economics, Finance, Marketing Management
University of Notre Dame 1999 — 2003
BBA, Finance
Central Catholic High School 1995 — 1999
Richard Goetz Richard Goetz's Salomon Smith Barney Experience July 2000 - August 2001
Job Financial Services
Industry Financial Services
Experience
Max Industrial November 2009 - Present
Beacon Capital Management, Inc. February 2013 - June 2015
Barrington Capital Management, Inc. July 2011 - February 2013
Barrington Capital Preferred Partners July 2011 - February 2013
Fidelity Investments November 2006 - November 2009
Cuna Brokerage Service, Inc. July 2005 - November 2006
Max Industrial February 2002 - August 2005
Linsco/Private Ledger Corp. August 2002 - December 2003
Sage Distributors Inc. August 2001 - January 2002
Salomon Smith Barney July 2000 - August 2001
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Alternative Investments, Securities, Fixed Income, Separately Managed..., Investment Advisory..., Asset Allocation, Investment Strategies, Portfolio Optimization, Portfolio Strategy, Wealth Transfer, Strategic Financial..., Financial Management, Fixed Income Management, Estate Planning, Insurance Planning, Options Strategies, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Planning, Private Label, Stocks, Bonds, Financial Advisory, Financial Services, Investment Management, Trading, Series 63, Series 7, Retirement, FINRA, Asset Management, 401k, Options, Insurance, Risk Management, Financial Planning
Education
The University of North Dakota 1986 — 1988
Bachelors Of Business Administration, Economics
Bismarck State College 1984 — 1986
Associate of Arts, Business Administration
Max Industrial November 2009 - Present
Beacon Capital Management, Inc. February 2013 - June 2015
Barrington Capital Management, Inc. July 2011 - February 2013
Barrington Capital Preferred Partners July 2011 - February 2013
Fidelity Investments November 2006 - November 2009
Cuna Brokerage Service, Inc. July 2005 - November 2006
Max Industrial February 2002 - August 2005
Linsco/Private Ledger Corp. August 2002 - December 2003
Sage Distributors Inc. August 2001 - January 2002
Salomon Smith Barney July 2000 - August 2001
Skills
Investment Advisory, Investments, Portfolio Management, Wealth Management, Alternative Investments, Securities, Fixed Income, Separately Managed..., Investment Advisory..., Asset Allocation, Investment Strategies, Portfolio Optimization, Portfolio Strategy, Wealth Transfer, Strategic Financial..., Financial Management, Fixed Income Management, Estate Planning, Insurance Planning, Options Strategies, Fixed Annuities, Life Insurance, Variable Annuities, Retirement Planning, Private Label, Stocks, Bonds, Financial Advisory, Financial Services, Investment Management, Trading, Series 63, Series 7, Retirement, FINRA, Asset Management, 401k, Options, Insurance, Risk Management, Financial Planning
Education
The University of North Dakota 1986 — 1988
Bachelors Of Business Administration, Economics
Bismarck State College 1984 — 1986
Associate of Arts, Business Administration
Cindy Weller's Salomon Smith Barney Experience October 2000 - May 2002
Job Sales Executive at ADT
Industry Financial Services
Experience
ADT February 2014 - Present
Deluxe Corporation September 2013 - November 2013
TruHome Solutions, LLC August 2012 - October 2012
Valley View Bank April 2011 - August 2012
BankUnited May 2007 - November 2007
Chase Home Finance November 2005 - June 2006
Indymac Bank June 2005 - October 2005
National City Home Equity July 2003 - May 2005
Nationstar Mortgage January 2003 - June 2003
Salomon Smith Barney October 2000 - May 2002
Skills
Sales, Credit, Loans, FHA, Mortgage Lending, Account Management, Underwriting, Finance, Portfolio Management, Business Development, Strategic Financial..., Management, Insurance, Investments
Education
The University of Kansas
B.S, Business Administration; Psychology
ADT February 2014 - Present
Deluxe Corporation September 2013 - November 2013
TruHome Solutions, LLC August 2012 - October 2012
Valley View Bank April 2011 - August 2012
BankUnited May 2007 - November 2007
Chase Home Finance November 2005 - June 2006
Indymac Bank June 2005 - October 2005
National City Home Equity July 2003 - May 2005
Nationstar Mortgage January 2003 - June 2003
Salomon Smith Barney October 2000 - May 2002
Skills
Sales, Credit, Loans, FHA, Mortgage Lending, Account Management, Underwriting, Finance, Portfolio Management, Business Development, Strategic Financial..., Management, Insurance, Investments
Education
The University of Kansas
B.S, Business Administration; Psychology
Russell Benaroya's Salomon Smith Barney Experience June 1996 - April 1998
Job CoFounder & CEO at EveryMove
Industry Health, Wellness and Fitness
Experience
EveryMove, Inc. July 2010 - Present
Entrepreneurs' Organization July 2007 - June 2013
Blink Digital Health January 2009 - January 2012
REM Medical January 2005 - March 2010
Blue Point Capital Partners June 2004 - December 2004
Kline Hawkes & Co. April 1998 - June 2004
Overture Services July 1999 - April 2002
Salomon Smith Barney June 1996 - April 1998
Skills
Leadership, Business Development, Financing, Organizational..., Healthcare Strategy, Health, Entrepreneur, Healthcare, Start-ups, Mergers, Strategy, Entrepreneurship, Finance, Team Building, Mergers & Acquisitions, Nonprofits, Strategic Partnerships, Business Strategy, Corporate Development, Program Management, Strategic Planning, Marketing, Digital Strategy, Executive Management, Analysis, Venture Capital
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Entrepreneurship and Finance
University of California, Santa Barbara 1992 — 1996
BA, Economics and Accounting
EveryMove, Inc. July 2010 - Present
Entrepreneurs' Organization July 2007 - June 2013
Blink Digital Health January 2009 - January 2012
REM Medical January 2005 - March 2010
Blue Point Capital Partners June 2004 - December 2004
Kline Hawkes & Co. April 1998 - June 2004
Overture Services July 1999 - April 2002
Salomon Smith Barney June 1996 - April 1998
Skills
Leadership, Business Development, Financing, Organizational..., Healthcare Strategy, Health, Entrepreneur, Healthcare, Start-ups, Mergers, Strategy, Entrepreneurship, Finance, Team Building, Mergers & Acquisitions, Nonprofits, Strategic Partnerships, Business Strategy, Corporate Development, Program Management, Strategic Planning, Marketing, Digital Strategy, Executive Management, Analysis, Venture Capital
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Entrepreneurship and Finance
University of California, Santa Barbara 1992 — 1996
BA, Economics and Accounting
Brian Gourley's Salomon Smith Barney Experience 1998 - 2002
Job CIO at Troubadour Capital, LLC
Industry Investment Management
Experience
Troubadour Capital, LLC October 2013 - Present
Whitebox Advisors February 2012 - June 2013
National Alliance December 2009 - January 2012
Cantor Fitzgerald 2005 - 2009
Salomon Smith Barney 1998 - 2002
JP Morgan 1995 - 1995
Education
The University of Texas at Austin 1992 — 1996
BBA
Troubadour Capital, LLC October 2013 - Present
Whitebox Advisors February 2012 - June 2013
National Alliance December 2009 - January 2012
Cantor Fitzgerald 2005 - 2009
Salomon Smith Barney 1998 - 2002
JP Morgan 1995 - 1995
Education
The University of Texas at Austin 1992 — 1996
BBA
Anna Sergunina, CFP® Anna Sergunina, CFP®'s Salomon Smith Barney Experience January 2004 - December 2004
Job President/CEO at MainStreet Financial Planning, Inc
Industry Financial Services
Experience
MainStreet Financial Planning, Inc July 2006 - Present
College Savings Plans of Maryland September 2007 - June 2010
Alliance Benefit Group January 2006 - July 2006
Salomon Smith Barney January 2004 - December 2004
Education
Towson University 2001 — 2004
MainStreet Financial Planning, Inc July 2006 - Present
College Savings Plans of Maryland September 2007 - June 2010
Alliance Benefit Group January 2006 - July 2006
Salomon Smith Barney January 2004 - December 2004
Education
Towson University 2001 — 2004
Nicole Fry Nicole Fry's Salomon Smith Barney Experience August 1993 - June 1996
Job Managing Partner at First Beverage Group
Industry Financial Services
Experience
First Beverage Group June 2014 - Present
Imperial Capital, LLC March 2004 - April 2014
Bank of America August 2002 - February 2004
Cooking.com (part of TCC Cooking Inc. a wholly owned subsidiary of Target Corp.) October 1999 - October 2000
Bear, Stearns & Co. August 1998 - August 1999
Salomon Smith Barney August 1993 - June 1996
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Investment Banking, Restructuring, Finance, IPO, Equities, Banking, Strategic Partnerships, Underwriting, Middle Market, Syndications, Private Equity, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
Graduate Diploma, Economics
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
First Beverage Group June 2014 - Present
Imperial Capital, LLC March 2004 - April 2014
Bank of America August 2002 - February 2004
Cooking.com (part of TCC Cooking Inc. a wholly owned subsidiary of Target Corp.) October 1999 - October 2000
Bear, Stearns & Co. August 1998 - August 1999
Salomon Smith Barney August 1993 - June 1996
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Investment Banking, Restructuring, Finance, IPO, Equities, Banking, Strategic Partnerships, Underwriting, Middle Market, Syndications, Private Equity, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
Graduate Diploma, Economics
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Christopher Mackey Christopher Mackey's Salomon Smith Barney Experience July 2004 - August 2004
Job Student, McCombs School of Business
Industry Marketing and Advertising
Experience
Folded Labs July 2014 - Present
McGarrah Jessee May 2012 - June 2014
Ernst & Young July 2009 - May 2012
Ernst & Young June 2007 - August 2008
Appian Corporation July 2006 - August 2006
Engineering Consulting Services July 2005 - August 2005
Salomon Smith Barney July 2004 - August 2004
Skills
Digital Marketing, Marketing Strategy, Marketing Analytics, Web Analytics, Google Analytics, Coremetrics Analytics, Omniture, Radian6, Microsoft Excel, Facebook Insights, Tableau, Monarch Pro, Visio, OmniGraffle, PowerPoint, ACL, Adobe Acrobat, Blogging, Facebook, Digital Strategy, Data Analysis, Leadership, Management, Analytics, Project Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Innovation Leadership
University of Virginia 2004 — 2009
BS, Systems Engineering, Engineering Business
Folded Labs July 2014 - Present
McGarrah Jessee May 2012 - June 2014
Ernst & Young July 2009 - May 2012
Ernst & Young June 2007 - August 2008
Appian Corporation July 2006 - August 2006
Engineering Consulting Services July 2005 - August 2005
Salomon Smith Barney July 2004 - August 2004
Skills
Digital Marketing, Marketing Strategy, Marketing Analytics, Web Analytics, Google Analytics, Coremetrics Analytics, Omniture, Radian6, Microsoft Excel, Facebook Insights, Tableau, Monarch Pro, Visio, OmniGraffle, PowerPoint, ACL, Adobe Acrobat, Blogging, Facebook, Digital Strategy, Data Analysis, Leadership, Management, Analytics, Project Management
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Entrepreneurship & Innovation Leadership
University of Virginia 2004 — 2009
BS, Systems Engineering, Engineering Business
Daphna Yoffe Daphna Yoffe's Salomon Smith Barney Experience July 1999 - July 2000
Job Vice President, Strategic Marketing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Morgan Stanley May 2004 - July 2014
Citi Smith Barney August 2000 - May 2004
Salomon Smith Barney July 1999 - July 2000
Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy
Education
University of Texas at Austin 1995 — 1999
BA, Political Science, Economics
J.P. Morgan July 2014 - Present
Morgan Stanley May 2004 - July 2014
Citi Smith Barney August 2000 - May 2004
Salomon Smith Barney July 1999 - July 2000
Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy
Education
University of Texas at Austin 1995 — 1999
BA, Political Science, Economics
David Burns David Burns's Salomon Smith Barney Experience 1997 - 2002
Job Raise Capital for Green Businesses
Industry Financial Services
Experience
Ampure Capital June 2004 - Present
Growthink 2007 - January 2013
Salomon Smith Barney 1997 - 2002
Skills
Wind, Geothermal, Biomass, Renewable Energy, Solar Energy, Business Planning, Biofuels, Cleantech, Venture Capital, Alternative Energy, Energy, Corporate Development, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
UCSB 2003 — 2004
Corporate Environmental Management
University of Pennsylvania 1992 — 1996
BA
Haverford School 1989 — 1992
Ampure Capital June 2004 - Present
Growthink 2007 - January 2013
Salomon Smith Barney 1997 - 2002
Skills
Wind, Geothermal, Biomass, Renewable Energy, Solar Energy, Business Planning, Biofuels, Cleantech, Venture Capital, Alternative Energy, Energy, Corporate Development, Start-ups, Strategy, Entrepreneurship, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
UCSB 2003 — 2004
Corporate Environmental Management
University of Pennsylvania 1992 — 1996
BA
Haverford School 1989 — 1992
Larry Horn Larry Horn's Salomon Smith Barney Experience 1974 - 1985
Job Managing Director Equity Sales at RF Lafferty & Co., Inc
Industry Financial Services
Experience
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
RF Lafferty & Co., Inc January 2012 - Present
Kern Suslow Securities May 2008 - January 2012
J Giordano Securities Group April 2006 - May 2008
Capital Growth Financial May 2004 - April 2006
Sands Brothers January 2002 - May 2004
Stires O' Donnell 1997 - 2002
Speer Leeds 1996 - 1997
Bear Wagner Specialists 1991 - 1996
Refco 1987 - 1991
Salomon Smith Barney 1974 - 1985
Skills
Trading, Securities, Bloomberg, Equities, Commodity, Series 7, Series 63, Financial Markets, Hedging, Trading Strategies, Options, Derivatives, Technical Analysis, Investment Management, Equity Trading, Asset Allocation, Traders, Capital Markets, Electronic Trading, ETFs, Equity Research, Microsoft Office
Education
Stony Brook University 1970 — 1974
BA, Economics and Computer Science
Stuyvesant H.S. 1966 — 1970
Aaron Nardozza Aaron Nardozza's Salomon Smith Barney Experience June 1998 - April 2001
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2009 - Present
Smith Barney February 2005 - February 2009
ING Advisors Network June 2001 - November 2004
Salomon Smith Barney June 1998 - April 2001
Education
Syracuse University
Bachelor of Arts (B.A.), Psychology & Economics
UBS Financial Services, Inc. February 2009 - Present
Smith Barney February 2005 - February 2009
ING Advisors Network June 2001 - November 2004
Salomon Smith Barney June 1998 - April 2001
Education
Syracuse University
Bachelor of Arts (B.A.), Psychology & Economics
Catherine Witherwax Catherine Witherwax's Salomon Smith Barney Experience July 1998 - June 2001
Job Manager of Brooklyn Brokerage at Stribling & Associates
Industry Real Estate
Experience
Stribling & Associates March 2013 - Present
Douglas Elliman June 2010 - March 2013
The Corcoran Group June 2007 - June 2010
Citigroup November 2003 - June 2005
The Corcoran Group June 2001 - October 2003
Salomon Smith Barney July 1998 - June 2001
Skills
Real Estate, Real Estate Development, Condos, Brokerage, Real Estate Transactions, Sales, Investment Properties, Selling, Social Media Marketing, Real Estate Economics, Apartments, Relocation, Rentals, Residential Homes, Luxury, Real Property, Townhomes, Investors, Buyers, Commercial Real Estate, Sellers, Referrals, Buyer Representation, New Home Sales, Single Family Homes, Property, First Time Home Buyers, Listings, Home Staging, Resellers, Leases, Property Management, International Real...
Education
Trinity College-Hartford 1994 — 1998
BA, Economics, Italian
Stribling & Associates March 2013 - Present
Douglas Elliman June 2010 - March 2013
The Corcoran Group June 2007 - June 2010
Citigroup November 2003 - June 2005
The Corcoran Group June 2001 - October 2003
Salomon Smith Barney July 1998 - June 2001
Skills
Real Estate, Real Estate Development, Condos, Brokerage, Real Estate Transactions, Sales, Investment Properties, Selling, Social Media Marketing, Real Estate Economics, Apartments, Relocation, Rentals, Residential Homes, Luxury, Real Property, Townhomes, Investors, Buyers, Commercial Real Estate, Sellers, Referrals, Buyer Representation, New Home Sales, Single Family Homes, Property, First Time Home Buyers, Listings, Home Staging, Resellers, Leases, Property Management, International Real...
Education
Trinity College-Hartford 1994 — 1998
BA, Economics, Italian
Michelle Phuong Thao, MPA, CPA's Salomon Smith Barney Experience August 2000 - October 2002
Job Business Analyst at AMed. Realty Group
Industry Real Estate
Experience
A-Med. Realty Group January 2015 - Present
VBS Television July 2012 - Present
Park Water Company July 2008 - August 2013
Saigon TV January 2009 - January 2012
TRANSVIET IMEX MAGAZINE August 2004 - October 2006
SAN DIEGO GAS & ELECTRIC (SDG&E) January 2003 - December 2005
SALOMON SMITH BARNEY August 2000 - October 2002
VIET TIDE WEEKLY MAGAZINE August 2000 - October 2002
EDISON MISSION ENERGY MARKETING AND TRADING, INC. November 1999 - August 2000
SOUTHERN CALIFORNIA GAS COMPANY March 1997 - November 1999
Skills
Television, Video Production, Marketing, Strategy, Film, Journalism, Financial Analysis, Project Planning, Budgets, Storytelling, Management, Public Relations, Advertising, Editing
Education
The University of Texas at Austin 1988 — 1993
Master of Professional Accounting, Accounting - Taxation
Westlake High School 1986 — 1988
High School
A-Med. Realty Group January 2015 - Present
VBS Television July 2012 - Present
Park Water Company July 2008 - August 2013
Saigon TV January 2009 - January 2012
TRANSVIET IMEX MAGAZINE August 2004 - October 2006
SAN DIEGO GAS & ELECTRIC (SDG&E) January 2003 - December 2005
SALOMON SMITH BARNEY August 2000 - October 2002
VIET TIDE WEEKLY MAGAZINE August 2000 - October 2002
EDISON MISSION ENERGY MARKETING AND TRADING, INC. November 1999 - August 2000
SOUTHERN CALIFORNIA GAS COMPANY March 1997 - November 1999
Skills
Television, Video Production, Marketing, Strategy, Film, Journalism, Financial Analysis, Project Planning, Budgets, Storytelling, Management, Public Relations, Advertising, Editing
Education
The University of Texas at Austin 1988 — 1993
Master of Professional Accounting, Accounting - Taxation
Westlake High School 1986 — 1988
High School
David O'Driscoll David O'Driscoll's Salomon Smith Barney Experience 2000 - 2001
Job Corporate & Investment Banking Oil & Gas
Industry Banking
Experience
Santander Bank, N.A. August 2012 - Present
UniCredit Bank AG 2010 - 2012
Allied Irish Bank January 2002 - December 2010
Salomon Smith Barney 2000 - 2001
Allied Irish Bank 1999 - 2000
Skills
Energy, Oil, Leveraged Finance, Structuring, Credit, Project Finance, Portfolio Management, Banking, Financial Analysis, Financial Structuring, Investment Banking, Structured Finance, Finance, Strategy, Loans, Commodity, Capital Markets, Relationship Management, Credit Analysis, Credit Risk, Business Development, Corporate Finance, Loan Origination, Commercial Banking, Valuation, Due Diligence, Risk Management, Financial Modeling
Education
University College Dublin
Business & Law, (corporate finance; financial accounting; treasury management; banking law)
Clongowes Wood College
Santander Bank, N.A. August 2012 - Present
UniCredit Bank AG 2010 - 2012
Allied Irish Bank January 2002 - December 2010
Salomon Smith Barney 2000 - 2001
Allied Irish Bank 1999 - 2000
Skills
Energy, Oil, Leveraged Finance, Structuring, Credit, Project Finance, Portfolio Management, Banking, Financial Analysis, Financial Structuring, Investment Banking, Structured Finance, Finance, Strategy, Loans, Commodity, Capital Markets, Relationship Management, Credit Analysis, Credit Risk, Business Development, Corporate Finance, Loan Origination, Commercial Banking, Valuation, Due Diligence, Risk Management, Financial Modeling
Education
University College Dublin
Business & Law, (corporate finance; financial accounting; treasury management; banking law)
Clongowes Wood College
Ted Sullivan Ted Sullivan's Salomon Smith Barney Experience April 1991 - September 2006
Job Fundraising consultant at Westcare Foundation
Industry Nonprofit Organization Management
Experience
Westcare Foundation June 2010 - Present
Salomon Smith Barney April 1991 - September 2006
Hathaway Sycamores February 2002 - September 2005
Merrill Lynch April 1979 - April 1991
US Navy June 1972 - April 1979
Skills
Training, Strategic Planning, Workshop Facilitation, Fundraising, Nonprofits, Social Services, Social Media, Public Speaking, Government, Program Development, Community Outreach, Event Planning, Non-profits, Grants, Entrepreneurship, Policy, Public Relations, Career Counseling, Recruiting, Program Management, Management, Volunteer Management, Research, Higher Education, Leadership, Budgets, Project Planning, Team Building, Leadership Development, Employee Training, Start-ups, Teaching, Event Management, Social Networking, Community Development, Project Management, Business Development, Organizational..., Process Improvement, Grant Writing, Customer Service, System Administration, Non-profit..., Coaching, Microsoft Office, New Business Development, Marketing, Team Leadership, Program Evaluation, Staff Development
Education
United States Naval Academy 1968 — 1972
BS, Engineering
Westcare Foundation June 2010 - Present
Salomon Smith Barney April 1991 - September 2006
Hathaway Sycamores February 2002 - September 2005
Merrill Lynch April 1979 - April 1991
US Navy June 1972 - April 1979
Skills
Training, Strategic Planning, Workshop Facilitation, Fundraising, Nonprofits, Social Services, Social Media, Public Speaking, Government, Program Development, Community Outreach, Event Planning, Non-profits, Grants, Entrepreneurship, Policy, Public Relations, Career Counseling, Recruiting, Program Management, Management, Volunteer Management, Research, Higher Education, Leadership, Budgets, Project Planning, Team Building, Leadership Development, Employee Training, Start-ups, Teaching, Event Management, Social Networking, Community Development, Project Management, Business Development, Organizational..., Process Improvement, Grant Writing, Customer Service, System Administration, Non-profit..., Coaching, Microsoft Office, New Business Development, Marketing, Team Leadership, Program Evaluation, Staff Development
Education
United States Naval Academy 1968 — 1972
BS, Engineering
Adam Chetkowski Adam Chetkowski's Salomon Smith Barney Experience August 2000 - December 2000
Job Account Manager at Oracle
Industry Computer Software
Experience
Oracle July 2011 - Present
Oracle July 2008 - September 2011
Appian Capital July 2007 - March 2008
SRI May 2005 - July 2007
Premium Capital Funding July 2003 - May 2005
Salomon Smith Barney August 2000 - December 2000
Skills
Business Intelligence, Databases, Real Estate Finance, Customer Relations, Consultative Selling, Direct Sales, Application Security, Data Security, Technology Sales, Application Sales, Social Networking, Sales Management, Sales Process, Account Management, Enterprise Software, Finance, Lead Generation, Management, Real Estate, Real Estate Economics, Sales, Selling, Business Development, CRM, Cloud Computing, Customer Service, Marketing, Professional Services, SaaS, Sales Operations, Solution Selling, Strategic Partnerships, Strategic Planning, Start-ups, Salesforce.com, Strategy, Marketing Strategy, Social Media Marketing, Product Management, Leadership
Education
Trinity College-Hartford 1998 — 2002
Bachelor’s Degree, Economics, 3.5
The University of Queensland 2000 — 2001
BA, Economics
Oracle July 2011 - Present
Oracle July 2008 - September 2011
Appian Capital July 2007 - March 2008
SRI May 2005 - July 2007
Premium Capital Funding July 2003 - May 2005
Salomon Smith Barney August 2000 - December 2000
Skills
Business Intelligence, Databases, Real Estate Finance, Customer Relations, Consultative Selling, Direct Sales, Application Security, Data Security, Technology Sales, Application Sales, Social Networking, Sales Management, Sales Process, Account Management, Enterprise Software, Finance, Lead Generation, Management, Real Estate, Real Estate Economics, Sales, Selling, Business Development, CRM, Cloud Computing, Customer Service, Marketing, Professional Services, SaaS, Sales Operations, Solution Selling, Strategic Partnerships, Strategic Planning, Start-ups, Salesforce.com, Strategy, Marketing Strategy, Social Media Marketing, Product Management, Leadership
Education
Trinity College-Hartford 1998 — 2002
Bachelor’s Degree, Economics, 3.5
The University of Queensland 2000 — 2001
BA, Economics
Andrew Richardson Andrew Richardson's Salomon Smith Barney Experience June 1995 - March 2000
Job Chief Financial Officer at The Howard Hughes Corporation
Industry Financial Services
Experience
The Howard Hughes Corporation March 2011 - Present
NorthStar Realty Finance Corp. April 2006 - March 2011
iStar Financial Inc. April 2000 - March 2006
Salomon Smith Barney June 1995 - March 2000
Ernst & Young LLP 1988 - 1993
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Accountancy
The Howard Hughes Corporation March 2011 - Present
NorthStar Realty Finance Corp. April 2006 - March 2011
iStar Financial Inc. April 2000 - March 2006
Salomon Smith Barney June 1995 - March 2000
Ernst & Young LLP 1988 - 1993
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
University of Notre Dame 1984 — 1988
BBA, Accountancy
Magaly Maldonado's Salomon Smith Barney Experience February 1991 - November 1994
Job Executive Assistant at PwC
Industry Financial Services
Experience
PwC April 2012 - Present
Altura Capital Group June 2009 - June 2011
Morgan Stanley October 2006 - June 2009
Consultiva Internacional, Inc August 2004 - September 2006
Hewlett-Packard December 1994 - August 2004
Salomon Smith Barney February 1991 - November 1994
Skills
Administrative Support, Administration, Customer Relations, Office Management, Outlook, Microsoft Office, Customer Service, Scheduling, Confidentiality, Calendars, Accounts Payable, Event Planning, Office Administration, Administrative..., Process Scheduler, Human Resources, Strategy, Management, Project Management, Business Development, Business Process, Nonprofits, PowerPoint, Microsoft Excel, Sales
Education
Universidad del Sagrado Corazón 1979 — 1985
Bachelors Degree, Business Administration; Management
PwC April 2012 - Present
Altura Capital Group June 2009 - June 2011
Morgan Stanley October 2006 - June 2009
Consultiva Internacional, Inc August 2004 - September 2006
Hewlett-Packard December 1994 - August 2004
Salomon Smith Barney February 1991 - November 1994
Skills
Administrative Support, Administration, Customer Relations, Office Management, Outlook, Microsoft Office, Customer Service, Scheduling, Confidentiality, Calendars, Accounts Payable, Event Planning, Office Administration, Administrative..., Process Scheduler, Human Resources, Strategy, Management, Project Management, Business Development, Business Process, Nonprofits, PowerPoint, Microsoft Excel, Sales
Education
Universidad del Sagrado Corazón 1979 — 1985
Bachelors Degree, Business Administration; Management
Sean Figueroa, CFA, CFP Sean Figueroa, CFA, CFP's Salomon Smith Barney Experience June 1992 - May 1994
Job Cofounder & Principal at Cypress Wealth Advisors LLC
Industry Financial Services
Experience
Cypress Wealth Advisors LLC August 2004 - Present
Atlantic Trust June 1994 - July 2004
Salomon Smith Barney June 1992 - May 1994
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Estate Planning, Due Diligence, Equities, Investment Management, Management, Financial Advisory, Wealth, Hedge Funds
Education
UC Berkeley 1987 — 1992
Bachelor of Arts (B.A.), Economics
University of California, Berkeley
Bachelor's degree, Economics
Cypress Wealth Advisors LLC August 2004 - Present
Atlantic Trust June 1994 - July 2004
Salomon Smith Barney June 1992 - May 1994
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Estate Planning, Due Diligence, Equities, Investment Management, Management, Financial Advisory, Wealth, Hedge Funds
Education
UC Berkeley 1987 — 1992
Bachelor of Arts (B.A.), Economics
University of California, Berkeley
Bachelor's degree, Economics
Russell Perry, CFA's Salomon Smith Barney Experience August 2001 - February 2003
Job Senior Vice President of Deloitte CRG
Industry Financial Services
Experience
Deloitte CRG February 2011 - Present
Bridge Associates LLC January 2008 - January 2011
Genentech June 2007 - August 2007
Merrill Lynch February 2003 - July 2006
Salomon Smith Barney August 2001 - February 2003
Skills
Restructuring, Financial Modeling, Valuation, Finance, Private Equity, Financial Analysis, Portfolio Management, Strategy, Bankruptcy, Corporate Finance, Debt Restructuring, Due Diligence, Credit, Corporate Law, Financial Services, Capital Markets, Cash Management, Loans, Mergers & Acquisitions, Start-ups, Analysis, Venture Capital, Business Valuation, Investment Banking, Turn Around Management, Treasury Management, Working Capital...
Education
Texas A&M University 2006 — 2008
Master of Business Administration
Texas A&M University 1998 — 2001
BS in AgriBusiness
Deloitte CRG February 2011 - Present
Bridge Associates LLC January 2008 - January 2011
Genentech June 2007 - August 2007
Merrill Lynch February 2003 - July 2006
Salomon Smith Barney August 2001 - February 2003
Skills
Restructuring, Financial Modeling, Valuation, Finance, Private Equity, Financial Analysis, Portfolio Management, Strategy, Bankruptcy, Corporate Finance, Debt Restructuring, Due Diligence, Credit, Corporate Law, Financial Services, Capital Markets, Cash Management, Loans, Mergers & Acquisitions, Start-ups, Analysis, Venture Capital, Business Valuation, Investment Banking, Turn Around Management, Treasury Management, Working Capital...
Education
Texas A&M University 2006 — 2008
Master of Business Administration
Texas A&M University 1998 — 2001
BS in AgriBusiness
Patrick Reardon Patrick Reardon's Salomon Smith Barney Experience 2000 - 2004
Job Executive Director BBVA
Industry Investment Banking
Experience
BBVA Corporate & Investment Banking 2011 - Present
Trinity Commons Foundation 2010 - Present
The Presidio Group 2008 - 2011
Price College of Business - MBA Advisory Board 2000 - 2010
Citi Capital Strategies 2006 - 2008
Citigroup Corporate and Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Salomon Brothers 1996 - 1996
Arthur Andersen 1991 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of Oklahoma - Price College of Business 1987 — 1991
BBA, Accounting
BBVA Corporate & Investment Banking 2011 - Present
Trinity Commons Foundation 2010 - Present
The Presidio Group 2008 - 2011
Price College of Business - MBA Advisory Board 2000 - 2010
Citi Capital Strategies 2006 - 2008
Citigroup Corporate and Investment Bank 2004 - 2006
Salomon Smith Barney 2000 - 2004
Salomon Smith Barney 1997 - 2000
Salomon Brothers 1996 - 1996
Arthur Andersen 1991 - 1995
Skills
Investment Banking, Mergers, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Investments, Venture Capital, Financial Structuring, Equities, Project Finance, Banking, Finance, Financial Advisory, Private Equity, Entrepreneurship
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
University of Oklahoma - Price College of Business 1987 — 1991
BBA, Accounting
David Mattia David Mattia's Salomon Smith Barney Experience January 1991 - August 2008
Job Senior Vice President Investments at UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc. June 2011 - Present
Convergent Wealth Advisors August 2008 - June 2011
Salomon Smith Barney January 1991 - August 2008
Education
Syracuse University 1986 — 1990
BA, International Relations, Economics
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
UBS Financial Services, Inc. June 2011 - Present
Convergent Wealth Advisors August 2008 - June 2011
Salomon Smith Barney January 1991 - August 2008
Education
Syracuse University 1986 — 1990
BA, International Relations, Economics
University of Pennsylvania - The Wharton School
CIMA, Certified Investment Management Analyst
John S. Adams's Salomon Smith Barney Experience March 2000 - June 2007
Job Senior Portfolio Manager, The Arbor Group at UBS
Industry Investment Management
Experience
UBS Wealth Management June 2007 - Present
Salomon Smith Barney March 2000 - June 2007
CIBC Oppenheimer September 1997 - March 2000
Education
The American College 1998 — 2002
Masters in Management and Masters in Financial Services, Management
The Evergreen State College 1978 — 1982
Bachelor of Arts (B.A.), Classical Music, Business Administration
UBS Wealth Management June 2007 - Present
Salomon Smith Barney March 2000 - June 2007
CIBC Oppenheimer September 1997 - March 2000
Education
The American College 1998 — 2002
Masters in Management and Masters in Financial Services, Management
The Evergreen State College 1978 — 1982
Bachelor of Arts (B.A.), Classical Music, Business Administration
Gene Marx Gene Marx's Salomon Smith Barney Experience June 1990 - May 2005
Job Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Marx Wealth Management at UBS Financial Services May 2005 - December 2013
Salomon Smith Barney June 1990 - May 2005
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Finance and Marketing
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Business and Economics
East Mecklenberg High School
Raymond James December 2013 - Present
Marx Wealth Management at UBS Financial Services May 2005 - December 2013
Salomon Smith Barney June 1990 - May 2005
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
MBA, Finance and Marketing
University of North Carolina at Chapel Hill 1980 — 1984
Journalism, Business and Economics
East Mecklenberg High School
Scott Fetchen Scott Fetchen's Salomon Smith Barney Experience March 1996 - August 1998
Job Owner of Town & Country Landscapes
Industry Environmental Services
Experience
Town & Country Landscapes October 2007 - Present
American Heritage Ambulance November 2012 - Present
Maersk Data January 1998 - August 2001
Salomon Smith Barney March 1996 - August 1998
ADP March 1994 - March 1996
Skills
Strategic Planning, Customer Service, Budgets, Negotiation, Marketing Strategy
Education
The Ohio State University 1989 — 1993
BSBA, Management Information Systems
Trident Technical College 2013 — 2014
Associate's Degree, Allied Health Science
Town & Country Landscapes October 2007 - Present
American Heritage Ambulance November 2012 - Present
Maersk Data January 1998 - August 2001
Salomon Smith Barney March 1996 - August 1998
ADP March 1994 - March 1996
Skills
Strategic Planning, Customer Service, Budgets, Negotiation, Marketing Strategy
Education
The Ohio State University 1989 — 1993
BSBA, Management Information Systems
Trident Technical College 2013 — 2014
Associate's Degree, Allied Health Science
Natalia Ekzarkhov's Salomon Smith Barney Experience May 1998 - October 2002
Job Executive Assistant & Events Coordinator Living Social
Industry Marketing and Advertising
Experience
LivingSocial November 2011 - Present
The Boston Consulting Group May 2010 - November 2011
Washington National Opera September 2003 - November 2009
Merrill Lynch October 2002 - May 2003
Salomon Smith Barney May 1998 - October 2002
Skills
PowerPoint, Non-profits, Event Planning, Microsoft Excel, Microsoft Office, Research, Nonprofits, Social Media, Event Management
Education
The George Washington University 2014 — 2015
Prefessional Certificate, Event Management
University of Maryland College Park 1992 — 1995
BS, Government & Politics
LivingSocial November 2011 - Present
The Boston Consulting Group May 2010 - November 2011
Washington National Opera September 2003 - November 2009
Merrill Lynch October 2002 - May 2003
Salomon Smith Barney May 1998 - October 2002
Skills
PowerPoint, Non-profits, Event Planning, Microsoft Excel, Microsoft Office, Research, Nonprofits, Social Media, Event Management
Education
The George Washington University 2014 — 2015
Prefessional Certificate, Event Management
University of Maryland College Park 1992 — 1995
BS, Government & Politics
Vanessa Amaro Vanessa Amaro's Salomon Smith Barney Experience 2000 - 2003
Job EA at Metropolitan Real Estate
Industry Real Estate
Experience
Metropolitan Real Estate Executive AssistantBanc of America Securities2007 - 2008
Citigroup 2000 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Due Diligence, Social Media, Private Equity, Customer Service, Outlook, PowerPoint, Microsoft Office, Photoshop, Investments, Event Planning, Public Relations, Employee Relations, Negotiation, Investment Properties, Microsoft Excel, Project Management, Editing, Facebook, Social Networking, Microsoft Word
Education
Universidad del Turabo
Metropolitan Real Estate Executive AssistantBanc of America Securities2007 - 2008
Citigroup 2000 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Due Diligence, Social Media, Private Equity, Customer Service, Outlook, PowerPoint, Microsoft Office, Photoshop, Investments, Event Planning, Public Relations, Employee Relations, Negotiation, Investment Properties, Microsoft Excel, Project Management, Editing, Facebook, Social Networking, Microsoft Word
Education
Universidad del Turabo
Richard J. (Ric) DeFazio Richard J. (Ric) DeFazio's Salomon Smith Barney Experience 1998 - 2000
Job Seasoned finance professional with extensive experience in corporate strategy and mergers & acquisitions.
Industry Investment Banking
Experience
Strategy & Corporate Development Consulting 2008 - Present
Banc of America Securities LLC 2006 - 2008
Citigroup 1993 - 2005
Salomon Smith Barney 1998 - 2000
Smith Barney Inc. 1994 - 1997
Smith Barney, Harris, Upham & Co. 1993 - 1993
Midland Bank PLC 1991 - 1992
Bankers Trust Company 1989 - 1991
Skills
Mergers, Corporate Development, Financial Analysis, Divestitures, LBO, Business Strategy, Finance, Strategic Planning, Financial Structuring, Negotiation, Project Management, Capital Raising, Resource Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Venture Capital, Restructuring, M&A experience, Strategy, Business Planning, Strategic Partnerships, Acquisitions, Business Development, Strategic Financial..., Competitive Analysis, Business Valuation, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Structured Finance, Leveraged Finance, Equities, Investments, Capital Markets, Banking, CRM, Emerging Markets, Leadership, Management, Executive Management, Joint Ventures, Analysis, Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Double Major - Finance & Marketing, Concentration - International Business
Syracuse University 1985 — 1989
B.S., Double Major - Accounting & Finance
Weston High School 1981 — 1985
Phillips Exeter Academy 1984 — 1984
Strategy & Corporate Development Consulting 2008 - Present
Banc of America Securities LLC 2006 - 2008
Citigroup 1993 - 2005
Salomon Smith Barney 1998 - 2000
Smith Barney Inc. 1994 - 1997
Smith Barney, Harris, Upham & Co. 1993 - 1993
Midland Bank PLC 1991 - 1992
Bankers Trust Company 1989 - 1991
Skills
Mergers, Corporate Development, Financial Analysis, Divestitures, LBO, Business Strategy, Finance, Strategic Planning, Financial Structuring, Negotiation, Project Management, Capital Raising, Resource Management, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Venture Capital, Restructuring, M&A experience, Strategy, Business Planning, Strategic Partnerships, Acquisitions, Business Development, Strategic Financial..., Competitive Analysis, Business Valuation, Mergers & Acquisitions, Portfolio Management, Private Equity, Financial Services, Structured Finance, Leveraged Finance, Equities, Investments, Capital Markets, Banking, CRM, Emerging Markets, Leadership, Management, Executive Management, Joint Ventures, Analysis, Capital
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Double Major - Finance & Marketing, Concentration - International Business
Syracuse University 1985 — 1989
B.S., Double Major - Accounting & Finance
Weston High School 1981 — 1985
Phillips Exeter Academy 1984 — 1984
William Griffin, Jr William Griffin, Jr's Salomon Smith Barney Experience April 1994 - September 2002
Job Senior Project Manager/PMP @ BNYMellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC September 2002 - July 2010
Salomon Smith Barney April 1994 - September 2002
Skills
Financial Services, SDLC, Requirements Gathering, Risk Management, Software Project..., Project Portfolio..., Vendor Management, IT Strategy, Business Analysis, Banking, PMP, PMO, Process Improvement, Requirements Analysis, Mutual Funds, Visio, Business Requirements, Program Management, Project Management, User Acceptance Testing, Portfolio Management, Management, Data Conversion, Software Development, Relationship Management
Education
Stevens Institute of Technology 2000 — 2002
Master of Science, Information Management
State University of New York at Old Westbury 1990 — 1993
Bachelor of Science, Finance
BNY Mellon July 2010 - Present
PNC September 2002 - July 2010
Salomon Smith Barney April 1994 - September 2002
Skills
Financial Services, SDLC, Requirements Gathering, Risk Management, Software Project..., Project Portfolio..., Vendor Management, IT Strategy, Business Analysis, Banking, PMP, PMO, Process Improvement, Requirements Analysis, Mutual Funds, Visio, Business Requirements, Program Management, Project Management, User Acceptance Testing, Portfolio Management, Management, Data Conversion, Software Development, Relationship Management
Education
Stevens Institute of Technology 2000 — 2002
Master of Science, Information Management
State University of New York at Old Westbury 1990 — 1993
Bachelor of Science, Finance
Anne Larkins Anne Larkins's Salomon Smith Barney Experience 2000 - 2006
Job Owner at The Larkins Company
Industry Financial Services
Experience
The Larkins Company 2003 - Present
Fifth Third Bank 2006 - 2008
Salomon Smith Barney 2000 - 2006
The Dayton Foundation 1996 - 2000
Sisters of Charity Health System 1993 - 1996
Skills
Marketing Strategy, Nonprofits, Web Design, Non-profits, Social Media, Social Media Marketing, Strategic Planning, Graphic Design, Public Relations, Entrepreneurship, Event Management, Social Networking, Small Business, New Business Development, Event Planning, Marketing, Public Speaking, SEO, Online Advertising, Fundraising, Start-ups, Advertising, Newsletters, E-commerce, Blogging, Brand Development, Online Marketing, Facebook, Marketing Communications, Direct Marketing, Business Development, Customer Service
Education
The Ohio State University
Wright State University
The Larkins Company 2003 - Present
Fifth Third Bank 2006 - 2008
Salomon Smith Barney 2000 - 2006
The Dayton Foundation 1996 - 2000
Sisters of Charity Health System 1993 - 1996
Skills
Marketing Strategy, Nonprofits, Web Design, Non-profits, Social Media, Social Media Marketing, Strategic Planning, Graphic Design, Public Relations, Entrepreneurship, Event Management, Social Networking, Small Business, New Business Development, Event Planning, Marketing, Public Speaking, SEO, Online Advertising, Fundraising, Start-ups, Advertising, Newsletters, E-commerce, Blogging, Brand Development, Online Marketing, Facebook, Marketing Communications, Direct Marketing, Business Development, Customer Service
Education
The Ohio State University
Wright State University
Titus Purdy Titus Purdy's Salomon Smith Barney Experience 1998 - 1998
Job Lead Pricing Analyst at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ May 2010 - Present
Dreyfus 2002 - 2009
Dreyfus 2001 - 2002
Ernest & Julio Gallo January 2001 - July 2001
Fayez Sarofim & Co. 1997 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Trading, Fixed Income, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Quantitative Analytics, Bonds, Asset Managment, Bloomberg, Investments, Strategic Financial..., Securities, Finance, Equities, Valuation, Capital Markets, Structured Finance, Financial Modeling, Hedge Funds, Financial Analysis, Due Diligence, Financial Markets, Derivatives, Credit, Asset Management
Education
The University of Texas at Austin 1996 — 2000
B.A., Economics
The University of Texas at Austin 1996 — 2000
Bachelor's Degree, Economics
S&P Capital IQ May 2010 - Present
Dreyfus 2002 - 2009
Dreyfus 2001 - 2002
Ernest & Julio Gallo January 2001 - July 2001
Fayez Sarofim & Co. 1997 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Trading, Fixed Income, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Quantitative Analytics, Bonds, Asset Managment, Bloomberg, Investments, Strategic Financial..., Securities, Finance, Equities, Valuation, Capital Markets, Structured Finance, Financial Modeling, Hedge Funds, Financial Analysis, Due Diligence, Financial Markets, Derivatives, Credit, Asset Management
Education
The University of Texas at Austin 1996 — 2000
B.A., Economics
The University of Texas at Austin 1996 — 2000
Bachelor's Degree, Economics
Patrick Fife's Salomon Smith Barney Experience June 1998 - September 2000
Job Director of Commerce & Programmatic Revenue at CBS Local
Industry Online Media
Experience
Pandora May 2012 - October 2013
YuMe July 2010 - May 2012
Optimedia November 2009 - May 2010
100Watt Network September 2007 - October 2009
Barclays Global Investors April 2001 - May 2006
Salomon Smith Barney June 1998 - September 2000
Skills
Team Leadership, Strategy, SaaS, Advertising, New Business Development, Mobile Devices, Selling, Analytics, Negotiation, Market Analysis, Sales Presentations, Project Planning, Business Development, Media Buying, Account Management, Sales, Marketing Strategy
Education
Tulane University
BA, Political Economics
Pandora May 2012 - October 2013
YuMe July 2010 - May 2012
Optimedia November 2009 - May 2010
100Watt Network September 2007 - October 2009
Barclays Global Investors April 2001 - May 2006
Salomon Smith Barney June 1998 - September 2000
Skills
Team Leadership, Strategy, SaaS, Advertising, New Business Development, Mobile Devices, Selling, Analytics, Negotiation, Market Analysis, Sales Presentations, Project Planning, Business Development, Media Buying, Account Management, Sales, Marketing Strategy
Education
Tulane University
BA, Political Economics
Rick Dowdle Rick Dowdle's Salomon Smith Barney Experience 1996 - 2001
Job Portfolio Manager at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - January 2015
Ramius Capital Group, a subsidiary of Cowen Group, Inc. September 2008 - January 2013
ARX Investment Mgmt 2002 - 2008
Salomon Smith Barney 1996 - 2001
Salomon Brothers 1992 - 1994
Skills
Hedge Funds, Equity Derivatives, High Yield, Mutual Funds, Alternative Investments, Due Diligence, Bonds, Leveraged Finance, Investment Strategies
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance & Accounting
University of Utah 1988 — 1992
Bachelor of Arts (BA)
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - January 2015
Ramius Capital Group, a subsidiary of Cowen Group, Inc. September 2008 - January 2013
ARX Investment Mgmt 2002 - 2008
Salomon Smith Barney 1996 - 2001
Salomon Brothers 1992 - 1994
Skills
Hedge Funds, Equity Derivatives, High Yield, Mutual Funds, Alternative Investments, Due Diligence, Bonds, Leveraged Finance, Investment Strategies
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance & Accounting
University of Utah 1988 — 1992
Bachelor of Arts (BA)
John Oleon John Oleon's Salomon Smith Barney Experience 1989 - 1991
Job VP Head of International Operations Fidelity
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
Fidelity Investments November 2007 - Present
Jefferies & Company January 2006 - November 2007
Jefferies LLC June 2005 - January 2006
Knight Equity Markets May 2003 - May 2005
Banc of America Securities March 2000 - March 2003
Schroders December 1998 - May 2000
HSBC Securities (USA), Inc. 1995 - 1998
UBS Investment Bank 1992 - 1994
Salomon Smith Barney 1989 - 1991
Bear Stearns May 1986 - September 1988
Skills
Prime Brokerage, Equities, Fixed Income, Trading, Equity Trading, Foreign Exchange..., Bank Reconciliation, Superior Client Service, Network Management..., Change Management, Program Management, Operations Management, Securities, Hedge Funds, Middle Office, Back Office, Series 24, Bonds, Options, Bloomberg, Settlement, Trading Systems, Financial Services, FX Options, FINRA, Capital Markets, Client Services, Electronic Trading, Finance, Foreign Exchange, Market Data, Mutual Funds, Securities Lending, Series 7, Series 63, ETFs, Investments, Derivatives, Corporate Actions, Alternative Investments, Relationship Management, Financial Markets, Asset Allocation, Asset Management, SWIFT payments
Education
University of Pennsylvania - The Wharton School Sifma Year 2 2014 — 2016
Strayer University 2003 — 2008
Bachelor, Business Managment
John C. Sudduth John C. Sudduth's Salomon Smith Barney Experience July 1993 - October 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Raymond James October 2005 - Present
Salomon Smith Barney July 1993 - October 2005
Lehman Brothers March 1981 - July 1993
Education
Texas Tech University
Bachelor's degree, Finance, General
Charles L. Norton, CFA's Salomon Smith Barney Experience June 1996 - June 1998
Job Portfolio Manager at Penn Davis McFarland, Inc.
Industry Investment Management
Experience
Penn Davis McFarland, Inc. May 2015 - Present
Wells Fargo January 2011 - May 2015
GNI Capital January 2000 - January 2011
Gotham Capital Management June 1998 - December 1999
Salomon Smith Barney June 1996 - June 1998
Skills
Portfolio Management, Asset Allocation, Security Analysis, Alternative Investments, Tactical Asset..., Hedge Funds, Buy-side, Bloomberg Terminal, Equity Research, Sector Analysis, Fundamental Research, Stock Picking, Relative Value, Global Asset Allocation, Equity Valuation, Options Strategies, Technical Analysis, Hedging, Financial Modeling, Investment Strategies, Investments, Investment Management, Analysis, Research, Equities
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Greenhill School 1979 — 1992
Penn Davis McFarland, Inc. May 2015 - Present
Wells Fargo January 2011 - May 2015
GNI Capital January 2000 - January 2011
Gotham Capital Management June 1998 - December 1999
Salomon Smith Barney June 1996 - June 1998
Skills
Portfolio Management, Asset Allocation, Security Analysis, Alternative Investments, Tactical Asset..., Hedge Funds, Buy-side, Bloomberg Terminal, Equity Research, Sector Analysis, Fundamental Research, Stock Picking, Relative Value, Global Asset Allocation, Equity Valuation, Options Strategies, Technical Analysis, Hedging, Financial Modeling, Investment Strategies, Investments, Investment Management, Analysis, Research, Equities
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
BSM, Finance
Greenhill School 1979 — 1992
Annie Lei's Salomon Smith Barney Experience 1999 - 2002
Job Head of Strategic Sales at Ustream, Inc.
Industry Broadcast Media
Experience
Ustream, Inc. March 2014 - September 2015
Ustream.tv November 2009 - March 2014
Fox Interactive Media/ IGN February 2006 - August 2009
Proof Positive Entertainment, Taiwan April 2003 - December 2005
Salomon Smith Barney 1999 - 2002
Skills
Monetization, Online Advertising, Strategic Partnerships, New Media, Social Media, New Business Development, Video Production, Digital Media, Digital Strategy, Digital Marketing, Broadcast, Entertainment, Business Development, Content Strategy, Television
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Business
University of Southern California 1995 — 2000
Bachelor's degree, Communication and Media Studies
Ustream, Inc. March 2014 - September 2015
Ustream.tv November 2009 - March 2014
Fox Interactive Media/ IGN February 2006 - August 2009
Proof Positive Entertainment, Taiwan April 2003 - December 2005
Salomon Smith Barney 1999 - 2002
Skills
Monetization, Online Advertising, Strategic Partnerships, New Media, Social Media, New Business Development, Video Production, Digital Media, Digital Strategy, Digital Marketing, Broadcast, Entertainment, Business Development, Content Strategy, Television
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, Business
University of Southern California 1995 — 2000
Bachelor's degree, Communication and Media Studies
Robert Krumholz Robert Krumholz's Salomon Smith Barney Experience May 1988 - May 2001
Job Financial Advisor with OAKS Wealth Management Group
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Salomon Smith Barney May 1988 - May 2001
Education
University of Houston 1986 — 1986
BBA-Finance, Finance
The University of Texas at Austin 1980 — 1982
Accounting, Finance, &Management
Texas A&M University 1977 — 1979
Biology & Chemistry
Merrill Lynch September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Salomon Smith Barney May 1988 - May 2001
Education
University of Houston 1986 — 1986
BBA-Finance, Finance
The University of Texas at Austin 1980 — 1982
Accounting, Finance, &Management
Texas A&M University 1977 — 1979
Biology & Chemistry
Mitsuru Igami Mitsuru Igami's Salomon Smith Barney Experience April 2002 - November 2004
Job Assistant Professor at Yale Department of Economics
Industry Research
Experience
UCLA Anderson School of Management 2008 - 2011
University of Tokyo April 2005 - August 2007
Inter American Development Bank 2006 - 2006
Salomon Smith Barney April 2002 - November 2004
Education
UCLA Anderson School of Management 2007 — 2012
PhD / MA, Management / Economics
The University of Tokyo 2005 — 2007
MA, Economics
UCLA Anderson School of Management 2008 - 2011
University of Tokyo April 2005 - August 2007
Inter American Development Bank 2006 - 2006
Salomon Smith Barney April 2002 - November 2004
Education
UCLA Anderson School of Management 2007 — 2012
PhD / MA, Management / Economics
The University of Tokyo 2005 — 2007
MA, Economics
Adam Goldman Adam Goldman's Salomon Smith Barney Experience January 2001 - May 2003
Job Director of Business Development Substance Abuse at jrc Consulting Group
Industry Professional Training & Coaching
Experience
jrc Consulting Group April 2015 - Present
Fundraising Alliance LLC May 2014 - Present
National Addiction Institute November 2014 - April 2015
Aid in Recovery May 2014 - November 2014
Allergy Solutions LLC November 2013 - May 2014
Allstate Financial August 2012 - November 2013
Independent Financial Services Consultant September 2011 - November 2012
Morgan Keegan Inc May 2003 - September 2011
Salomon Smith Barney January 2001 - May 2003
Prudential Securities December 1997 - January 2001
Skills
Banking, Management, Portfolio Management, Insurance, Medical Sales, Business Development, CRM, Finance, Organizational..., Sales, Sales Management, Team Leadership, Public Speaking, Leadership, Training, Customer Service, Community Outreach, Nonprofits
Education
Syracuse University 1989 — 1993
bachelor of science, Anthropology
Syracuse University 1989 — 1993
Bachelor of Science; A.A.M.S, Anthropology
jrc Consulting Group April 2015 - Present
Fundraising Alliance LLC May 2014 - Present
National Addiction Institute November 2014 - April 2015
Aid in Recovery May 2014 - November 2014
Allergy Solutions LLC November 2013 - May 2014
Allstate Financial August 2012 - November 2013
Independent Financial Services Consultant September 2011 - November 2012
Morgan Keegan Inc May 2003 - September 2011
Salomon Smith Barney January 2001 - May 2003
Prudential Securities December 1997 - January 2001
Skills
Banking, Management, Portfolio Management, Insurance, Medical Sales, Business Development, CRM, Finance, Organizational..., Sales, Sales Management, Team Leadership, Public Speaking, Leadership, Training, Customer Service, Community Outreach, Nonprofits
Education
Syracuse University 1989 — 1993
bachelor of science, Anthropology
Syracuse University 1989 — 1993
Bachelor of Science; A.A.M.S, Anthropology
Trent Alton Birdsong, CPWA®, CIMA®, CFP® Trent Alton Birdsong, CPWA®, CIMA®, CFP®'s Salomon Smith Barney Experience 2001 - 2002
Job Financial Advisor | Managing Director Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. February 2007 - December 2014
Merrill Lynch 1999 - 2007
Salomon Smith Barney 2001 - 2002
Oppenheimer & Co. 1995 - 1999
Skills
Financial Planning, Investment Advisory, Portfolio Management, Tax Management, Risk Management, Credit and Lending, Estate Planning, Executive Services, Concentrated Stock..., College Education..., Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2009
CPWA®, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Managment Analyst
Texas A&M University - Mays Business School 1990 — 1994
BBA, Management
Wells Fargo Advisors December 2014 - Present
UBS Financial Services, Inc. February 2007 - December 2014
Merrill Lynch 1999 - 2007
Salomon Smith Barney 2001 - 2002
Oppenheimer & Co. 1995 - 1999
Skills
Financial Planning, Investment Advisory, Portfolio Management, Tax Management, Risk Management, Credit and Lending, Estate Planning, Executive Services, Concentrated Stock..., College Education..., Wealth Management, Investments, Asset Allocation, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2009
CPWA®, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2006 — 2006
CIMA®, Certified Investment Managment Analyst
Texas A&M University - Mays Business School 1990 — 1994
BBA, Management
Jeffrey Englander Jeffrey Englander's Salomon Smith Barney Experience 1996 - 1998
Job SVP, Senior Research Analyst at GE Capital
Industry Investment Management
Experience
GE Capital June 2010 - Present
Standard and Poor's January 2007 - June 2010
America's Growth Capital June 2005 - March 2006
Kaufman Bros., 2004 - 2005
US Trust 1998 - 2004
Salomon Smith Barney 1996 - 1998
Nasdaq 1987 - 1992
Nasdaq 1987 - 1992
Skills
Due Diligence, Portfolio Management, Risk Management, Equities, Financial Risk, Strategic Planning, Analysis, Financial Modeling, Capital Markets, Finance
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1994
MBA
The George Washington University 1981 — 1985
B.A.
GE Capital June 2010 - Present
Standard and Poor's January 2007 - June 2010
America's Growth Capital June 2005 - March 2006
Kaufman Bros., 2004 - 2005
US Trust 1998 - 2004
Salomon Smith Barney 1996 - 1998
Nasdaq 1987 - 1992
Nasdaq 1987 - 1992
Skills
Due Diligence, Portfolio Management, Risk Management, Equities, Financial Risk, Strategic Planning, Analysis, Financial Modeling, Capital Markets, Finance
Education
University of Maryland - Robert H. Smith School of Business 1989 — 1994
MBA
The George Washington University 1981 — 1985
B.A.
Jason Yau, CPA Jason Yau, CPA's Salomon Smith Barney Experience December 2001 - May 2003
Job Expat Director at McGladrey
Industry Financial Services
Experience
ACG Hong Kong January 2015 - Present
ACG China October 2011 - Present
McGladrey December 2004 - Present
NYMEX May 2003 - December 2004
Salomon Smith Barney December 2001 - May 2003
HSBC July 2000 - September 2001
Skills
Hedge Funds, Private Equity, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Auditing, GAAP, Accounting, Due Diligence, IPO, Finance, SEC filings, Business Valuation
Education
New York University, Stern School of Business
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (M.S.), Global Finance
ACG Hong Kong January 2015 - Present
ACG China October 2011 - Present
McGladrey December 2004 - Present
NYMEX May 2003 - December 2004
Salomon Smith Barney December 2001 - May 2003
HSBC July 2000 - September 2001
Skills
Hedge Funds, Private Equity, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Investments, Corporate Finance, Auditing, GAAP, Accounting, Due Diligence, IPO, Finance, SEC filings, Business Valuation
Education
New York University, Stern School of Business
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (M.S.), Global Finance
Dayna (Matysek) Bolger Dayna (Matysek) Bolger's Salomon Smith Barney Experience May 2003 - May 2006
Job VP COMMERCIAL LEASINGAPPLE LEASING
Industry Financial Services
Experience
Apple Leasing August 2014 - Present
Orbit Construction October 2012 - August 2014
Atmos Energy June 2012 - September 2012
Atmos Energy May 2006 - June 2012
Salomon Smith Barney May 2003 - May 2006
Galesi Management Corporation July 1997 - May 2003
Skills
Social Media, Social Media Marketing, Public Affairs, Advertising, Fundraising, Marketing Strategy, Marketing, Management, Strategic Planning, Public Relations, Budgets, Editing, Public Speaking, Sales, Leadership, Customer Service, Business Development, Strategy, Contract Negotiation, Strategic Communications
Education
Texas Tech University 1985 — 1989
Bachelor of Arts, Public Relations
WESTLAKE HIGH SCHOOL Austin, TX 1981 — 1985
Apple Leasing August 2014 - Present
Orbit Construction October 2012 - August 2014
Atmos Energy June 2012 - September 2012
Atmos Energy May 2006 - June 2012
Salomon Smith Barney May 2003 - May 2006
Galesi Management Corporation July 1997 - May 2003
Skills
Social Media, Social Media Marketing, Public Affairs, Advertising, Fundraising, Marketing Strategy, Marketing, Management, Strategic Planning, Public Relations, Budgets, Editing, Public Speaking, Sales, Leadership, Customer Service, Business Development, Strategy, Contract Negotiation, Strategic Communications
Education
Texas Tech University 1985 — 1989
Bachelor of Arts, Public Relations
WESTLAKE HIGH SCHOOL Austin, TX 1981 — 1985
Aaron Jain Aaron Jain's Salomon Smith Barney Experience April 2000 - October 2000
Job Partner at Cyan360 Inc.
Industry Information Services
Experience
Cyan360 Inc. 2015 - Present
Prosoft Technology Group June 2002 - 2015
SSI May 2001 - June 2002
Aptegrity October 2000 - April 2001
Salomon Smith Barney April 2000 - October 2000
Skills
SAP, SAPScript, Business Intelligence, Integration, Customer Relations, Business Development, SAP ERP, Business Process, Business Objects, CRM, Consulting, IT Strategy, Customer Service, ABAP, Enterprise Architecture, SAP BW, ERP, webMethods, SAP Netweaver, SAP R/3, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Web Services
Education
University of Bridgeport 1999 — 2000
Master, Computer Science
University of Mumbai 1993 — 1998
Bachelor of Engineering (B.Eng.), Electronics
Cyan360 Inc. 2015 - Present
Prosoft Technology Group June 2002 - 2015
SSI May 2001 - June 2002
Aptegrity October 2000 - April 2001
Salomon Smith Barney April 2000 - October 2000
Skills
SAP, SAPScript, Business Intelligence, Integration, Customer Relations, Business Development, SAP ERP, Business Process, Business Objects, CRM, Consulting, IT Strategy, Customer Service, ABAP, Enterprise Architecture, SAP BW, ERP, webMethods, SAP Netweaver, SAP R/3, Vendor Management, Business Analysis, SDLC, Requirements Analysis, Web Services
Education
University of Bridgeport 1999 — 2000
Master, Computer Science
University of Mumbai 1993 — 1998
Bachelor of Engineering (B.Eng.), Electronics
Kelly Turns Broussard's Salomon Smith Barney Experience 2002 - 2004
Job Neuroscience/Pain Specialty Sales
Industry Pharmaceuticals
Experience
Vertical Pharmaceuticals October 2013 - Present
Bib Anywhere... 2008 - Present
mimi's angels 2008 - Present
Merck October 2012 - August 2013
inVentiv Health May 2008 - October 2012
AstraZeneca 2004 - 2007
Salomon Smith Barney 2002 - 2004
Liz Claiborne 1991 - 1994
Skills
Pain Management, Endocrinology, Cholesterol, Blood Pressure, Respiratory Products, Hormone Replacement..., Rheumatology, Managed Care, GI, Respiration, Pharmaceutical Sales, Neurology, Pulmonology, Business Planning, Nephrology, Pharmaceutical Industry, Sales Force Development, Sales Operations, Diabetes, Leadership, Allergy, Sales Effectiveness, OB/GYN, Strategy, Dermatology, Cardiology, Gastroenterology, Urology, Sales, Sales Management, Selling, Product Launch, Selling Skills, Sales Presentations, Building Relationships, Key Account Management, B2B, Business Development, Medical Devices, Oncology, Orthopedic
Education
Texas State University 1985 — 1990
BS, Business & Fashion Merchandising
Taylor High School 1981 — 1985
General Studies, General Studies
Vertical Pharmaceuticals October 2013 - Present
Bib Anywhere... 2008 - Present
mimi's angels 2008 - Present
Merck October 2012 - August 2013
inVentiv Health May 2008 - October 2012
AstraZeneca 2004 - 2007
Salomon Smith Barney 2002 - 2004
Liz Claiborne 1991 - 1994
Skills
Pain Management, Endocrinology, Cholesterol, Blood Pressure, Respiratory Products, Hormone Replacement..., Rheumatology, Managed Care, GI, Respiration, Pharmaceutical Sales, Neurology, Pulmonology, Business Planning, Nephrology, Pharmaceutical Industry, Sales Force Development, Sales Operations, Diabetes, Leadership, Allergy, Sales Effectiveness, OB/GYN, Strategy, Dermatology, Cardiology, Gastroenterology, Urology, Sales, Sales Management, Selling, Product Launch, Selling Skills, Sales Presentations, Building Relationships, Key Account Management, B2B, Business Development, Medical Devices, Oncology, Orthopedic
Education
Texas State University 1985 — 1990
BS, Business & Fashion Merchandising
Taylor High School 1981 — 1985
General Studies, General Studies
Catherine Connolly's Salomon Smith Barney Experience November 1999 - September 2001
Job Home Entertainment at HBO
Industry Entertainment
Experience
Amplify Education February 2013 - October 2013
About.com October 2011 - July 2012
Barnes & Noble.com December 2001 - January 2009
Salomon Smith Barney November 1999 - September 2001
Greenberg Quinlan Rosner Research September 1997 - May 1999
Skills
E-commerce, Publishing, Social Media, Social Networking, Event Planning, Research, Blogging, Online Research, Coordinating Events, Office Management, Calendars, Travel Arrangements, Microsoft Office, Outlook, PowerPoint, Expense Reports, Microsoft Excel, Retail, Team Building, Customer Service, Mobile Devices, New Media, Team Leadership, Digital Marketing, Digital Media, Sales, Market Research, Political Polling, Facebook, Books, Non-profits, Mac, Google Calendar, Nonprofits, Content Development, Management, Visio, Digital Strategy, Administrative..., Project Planning, Editing, Content Strategy, Online Advertising, Email Marketing, Social Media Marketing, Proofreading, Online Marketing, Creative Writing, Copy Editing, Marketing
Education
Trinity University-Washington 1995 — 1999
BA, Philosophy
Trinity University-Washington 1995 — 1999
BA, Political Science
Amplify Education February 2013 - October 2013
About.com October 2011 - July 2012
Barnes & Noble.com December 2001 - January 2009
Salomon Smith Barney November 1999 - September 2001
Greenberg Quinlan Rosner Research September 1997 - May 1999
Skills
E-commerce, Publishing, Social Media, Social Networking, Event Planning, Research, Blogging, Online Research, Coordinating Events, Office Management, Calendars, Travel Arrangements, Microsoft Office, Outlook, PowerPoint, Expense Reports, Microsoft Excel, Retail, Team Building, Customer Service, Mobile Devices, New Media, Team Leadership, Digital Marketing, Digital Media, Sales, Market Research, Political Polling, Facebook, Books, Non-profits, Mac, Google Calendar, Nonprofits, Content Development, Management, Visio, Digital Strategy, Administrative..., Project Planning, Editing, Content Strategy, Online Advertising, Email Marketing, Social Media Marketing, Proofreading, Online Marketing, Creative Writing, Copy Editing, Marketing
Education
Trinity University-Washington 1995 — 1999
BA, Philosophy
Trinity University-Washington 1995 — 1999
BA, Political Science
Bethney Ruggiero, CMP Bethney Ruggiero, CMP's Salomon Smith Barney Experience 1996 - 1997
Job Event Executive
Industry Marketing and Advertising
Experience
Strategic Event Design May 2001 - Present
Bentonville Film Festival October 2014 - May 2015
Credit Suisse First Boston 1997 - 2000
Salomon Smith Barney 1996 - 1997
Moving Products - 1996 Summer Olympic Games in Atlanta, GA 1996 - 1997
Morgan Stanley 1992 - 1996
Skills
Event Management, Corporate Events, Sports, Strategy, Online Marketing, Marketing, Strategic Planning, Hospitality, Event Planning, New Business Development, Digital Marketing, Entertainment, Social Media, Advertising, Brand Management, Media Relations, Program Management, Social Networking, Corporate Communications, Trade Shows, Sales, Video Production, Television, Budgets, Customer Service, Copywriting, Press Releases, Public Speaking, Business Development, Public Relations, Online Advertising, Time Management, Brand Development, Blogging, Business Strategy, Lead Generation, Social Media Marketing, Digital Media, Fundraising, Entrepreneurship, New Media, Tourism, Marketing Strategy, Relationship Marketing, Email Marketing, Digital Strategy, Sponsorship, Creative Direction, Marketing Communications, Direct Marketing
Education
The George Washington University 1988 — 1992
Strategic Event Design May 2001 - Present
Bentonville Film Festival October 2014 - May 2015
Credit Suisse First Boston 1997 - 2000
Salomon Smith Barney 1996 - 1997
Moving Products - 1996 Summer Olympic Games in Atlanta, GA 1996 - 1997
Morgan Stanley 1992 - 1996
Skills
Event Management, Corporate Events, Sports, Strategy, Online Marketing, Marketing, Strategic Planning, Hospitality, Event Planning, New Business Development, Digital Marketing, Entertainment, Social Media, Advertising, Brand Management, Media Relations, Program Management, Social Networking, Corporate Communications, Trade Shows, Sales, Video Production, Television, Budgets, Customer Service, Copywriting, Press Releases, Public Speaking, Business Development, Public Relations, Online Advertising, Time Management, Brand Development, Blogging, Business Strategy, Lead Generation, Social Media Marketing, Digital Media, Fundraising, Entrepreneurship, New Media, Tourism, Marketing Strategy, Relationship Marketing, Email Marketing, Digital Strategy, Sponsorship, Creative Direction, Marketing Communications, Direct Marketing
Education
The George Washington University 1988 — 1992
Alexander Mohr M.P.A. Alexander Mohr M.P.A.'s Salomon Smith Barney Experience April 1998 - October 2002
Job IT Risk Citizens Bank, Assistant Vice President
Industry Information Technology and Services
Experience
RBS Citizens Group June 2012 - Present
Computershare August 2010 - June 2012
Computershare August 2010 - January 2011
University of Rhode Island May 2004 - July 2010
Citibank, Citigroup Center November 2002 - April 2003
Salomon Smith Barney April 1998 - October 2002
Credit Suisse First Boston Group June 1997 - August 1997
Skills
ITIL v3 Foundations..., Computer Forensics, Disaster Recovery, Visio, Servers, Integration, Data Center, Active Directory, Telecommunications, Technical Support, MS Project, Windows, Vendor Management, Business Analysis, Information Security, Project Management, IT Operations, Information Technology, SDLC
Education
Stevens Institute of Technology 2011 — 2016
Masters of Science, Security Engineering and Risk Management
University of Rhode Island 2009 — 2009
Post Graduate Certificate, Digital Forensics - Computer Science
University of Rhode Island 2007 — 2009
Masters of Public Adminstration, MPA, Administration
University of Rhode Island 2003 — 2007
Economics, Management Information Systems
Montclair High School NJ 1993 — 1997
RBS Citizens Group June 2012 - Present
Computershare August 2010 - June 2012
Computershare August 2010 - January 2011
University of Rhode Island May 2004 - July 2010
Citibank, Citigroup Center November 2002 - April 2003
Salomon Smith Barney April 1998 - October 2002
Credit Suisse First Boston Group June 1997 - August 1997
Skills
ITIL v3 Foundations..., Computer Forensics, Disaster Recovery, Visio, Servers, Integration, Data Center, Active Directory, Telecommunications, Technical Support, MS Project, Windows, Vendor Management, Business Analysis, Information Security, Project Management, IT Operations, Information Technology, SDLC
Education
Stevens Institute of Technology 2011 — 2016
Masters of Science, Security Engineering and Risk Management
University of Rhode Island 2009 — 2009
Post Graduate Certificate, Digital Forensics - Computer Science
University of Rhode Island 2007 — 2009
Masters of Public Adminstration, MPA, Administration
University of Rhode Island 2003 — 2007
Economics, Management Information Systems
Montclair High School NJ 1993 — 1997
Teri Mele Teri Mele's Salomon Smith Barney Experience January 2002 - May 2002
Job CPCA
Industry Hospital & Health Care
Experience
Barnabas Health 2012 - Present
State Street Corporation May 2005 - September 2011
Dreyfus Corporation July 2002 - May 2005
Salomon Smith Barney January 2002 - May 2002
Sovereign Bank January 2001 - January 2002
Skills
CPC-A
Education
Towson University 1998 — 2002
Bachelor of Science in Business Administration, Finance, GPA 3.52
Barnabas Health 2012 - Present
State Street Corporation May 2005 - September 2011
Dreyfus Corporation July 2002 - May 2005
Salomon Smith Barney January 2002 - May 2002
Sovereign Bank January 2001 - January 2002
Skills
CPC-A
Education
Towson University 1998 — 2002
Bachelor of Science in Business Administration, Finance, GPA 3.52
Luke Morse's Salomon Smith Barney Experience June 2009 - August 2009
Job FA Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
Jason Zenowich Jason Zenowich's Salomon Smith Barney Experience May 1997 - October 2004
Job Adult Theatrical Agent at Amsel, Eisenstadt and Frazier Talent Agency
Industry Entertainment
Experience
Amsel, Eisenstadt and Frazier Talent Agency June 2011 - Present
Paradigm Agency February 2006 - September 2010
International Creative Management (ICM) January 2005 - January 2006
Salomon Smith Barney May 1997 - October 2004
The White House- Counsel’s Office February 1994 - December 1996
Education
The George Washington University 1992 — 1996
BA, The Elliot School of International Affairs
Groton 1988 — 1992
Amsel, Eisenstadt and Frazier Talent Agency June 2011 - Present
Paradigm Agency February 2006 - September 2010
International Creative Management (ICM) January 2005 - January 2006
Salomon Smith Barney May 1997 - October 2004
The White House- Counsel’s Office February 1994 - December 1996
Education
The George Washington University 1992 — 1996
BA, The Elliot School of International Affairs
Groton 1988 — 1992
Justina Sommer Justina Sommer's Salomon Smith Barney Experience May 2001 - November 2002
Job Helping MultiFamily and Property Management Organizations Generate Leases and Maximize Occupancy
Industry Online Media
Experience
Realtor.com Rentals August 2006 - Present
Consumer Source, Inc. January 2002 - August 2006
Salomon Smith Barney May 2001 - November 2002
Southern Management June 1994 - May 2001
Skills
SEM, Web Analytics, SEO, PPC, Online Advertising, Affiliate Marketing, Omniture, Google Analytics, E-commerce, Multivariate Testing, A/B testing, Email Marketing, Google Adwords, Conversion Optimization, Ad Networks
Education
University of Baltimore
Jurisprudence
Realtor.com Rentals August 2006 - Present
Consumer Source, Inc. January 2002 - August 2006
Salomon Smith Barney May 2001 - November 2002
Southern Management June 1994 - May 2001
Skills
SEM, Web Analytics, SEO, PPC, Online Advertising, Affiliate Marketing, Omniture, Google Analytics, E-commerce, Multivariate Testing, A/B testing, Email Marketing, Google Adwords, Conversion Optimization, Ad Networks
Education
University of Baltimore
Jurisprudence
Daniel T. Ramaroson, CPA, MBA Daniel T. Ramaroson, CPA, MBA's Salomon Smith Barney Experience September 2005 - December 2005
Job JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
Andrew Haines Andrew Haines's Salomon Smith Barney Experience December 1989 - April 1995
Job Founder and Partner at FinTech Studios
Industry Information Technology and Services
Experience
FinTech Studios 2014 - Present
LEAF Capital Advisors, LLC April 2012 - Present
Scivantage August 2012 - January 2015
Gain Capital Group, LLC 2005 - 2012
Bluefly 2004 - 2004
Virtual Growth, Inc. 2000 - 2003
Merrill Lynch 1995 - 2000
Salomon Smith Barney December 1989 - April 1995
J. Crew 1987 - 1989
Skills
Trading Systems, FX, FX trading, Proprietary Trading, SDLC, Electronic Trading, Outsourcing, Start-ups, Business Intelligence, FX Options, Product Management, Business Strategy, Enterprise IT Strategy, Risk Management, Derivatives, Back Office, CRM, Financial Services, Strategy, IT Strategy, Leadership, Fixed Income, Management
Education
Stevens Institute of Technology 1990 — 1992
Masters, Information Management
University of Delaware 1984 — 1987
BS, Business Admin - Finance
FinTech Studios 2014 - Present
LEAF Capital Advisors, LLC April 2012 - Present
Scivantage August 2012 - January 2015
Gain Capital Group, LLC 2005 - 2012
Bluefly 2004 - 2004
Virtual Growth, Inc. 2000 - 2003
Merrill Lynch 1995 - 2000
Salomon Smith Barney December 1989 - April 1995
J. Crew 1987 - 1989
Skills
Trading Systems, FX, FX trading, Proprietary Trading, SDLC, Electronic Trading, Outsourcing, Start-ups, Business Intelligence, FX Options, Product Management, Business Strategy, Enterprise IT Strategy, Risk Management, Derivatives, Back Office, CRM, Financial Services, Strategy, IT Strategy, Leadership, Fixed Income, Management
Education
Stevens Institute of Technology 1990 — 1992
Masters, Information Management
University of Delaware 1984 — 1987
BS, Business Admin - Finance
Craig Ettinger Craig Ettinger's Salomon Smith Barney Experience July 1996 - February 1999
Job Founder & CEO at Josar Media Inc.
Industry Online Media
Experience
Josar Media Inc. (creator of The Tastebud App) August 2014 - Present
TIME.com October 2010 - August 2014
TIME.com December 2009 - September 2010
TIME.com March 2006 - November 2009
TIME January 2001 - February 2006
Candid Critic Inc January 1999 - December 2002
TIME Magazine March 1999 - December 2000
Salomon Smith Barney July 1996 - February 1999
Skills
Digital Media, Digital Strategy, Financial Analysis, Product Development, Business Strategy, Digital Marketing, Strategic Partnerships, Mobile Advertising, Financial Modeling, Sales Operations, Online Advertising, SEO, Social Media, Content Strategy, Mobile Devices, Mobile Applications, Customer Acquisition, Digital Video, Advertising, Business Development, Email Marketing, E-commerce, Entrepreneurship, Digital
Education
Wharton, University of Pennsylvania 1994 — 1996
MBA, Finance
Syracuse University 1988 — 1992
Bachelor, Law & Public Policy
Josar Media Inc. (creator of The Tastebud App) August 2014 - Present
TIME.com October 2010 - August 2014
TIME.com December 2009 - September 2010
TIME.com March 2006 - November 2009
TIME January 2001 - February 2006
Candid Critic Inc January 1999 - December 2002
TIME Magazine March 1999 - December 2000
Salomon Smith Barney July 1996 - February 1999
Skills
Digital Media, Digital Strategy, Financial Analysis, Product Development, Business Strategy, Digital Marketing, Strategic Partnerships, Mobile Advertising, Financial Modeling, Sales Operations, Online Advertising, SEO, Social Media, Content Strategy, Mobile Devices, Mobile Applications, Customer Acquisition, Digital Video, Advertising, Business Development, Email Marketing, E-commerce, Entrepreneurship, Digital
Education
Wharton, University of Pennsylvania 1994 — 1996
MBA, Finance
Syracuse University 1988 — 1992
Bachelor, Law & Public Policy
James Chan's Salomon Smith Barney Experience 2000 - 2001
Job
Industry Consumer Goods
Experience
Quirky Inc 2014 - Present
Beats by Dr. Dre 2012 - 2014
Zodiac Aerospace (Driessen Aircraft Interior Systems) 2010 - 2012
Black & Decker HHI 2008 - 2010
Black & Decker HHI 2006 - 2008
Black & Decker 2005 - 2006
Deloitte 2003 - 2005
Broadcom 2002 - 2002
Salomon Smith Barney 2000 - 2001
Skills
Corporate Finance, Strategic Planning, Restructuring, Manufacturing Operations, IT Management, Baan ERP, MFG-Pro, Supply Chain, Tax Accounting, IFRS, US GAAP, Global Consolidation, Team Restructuring, Controllers, Leveraged Finance, Business Development, Essbase, Hyperion HFM, Oracle, Contract Negotiation, Process Improvement, Supply Chain Management, Sarbanes-Oxley Act, Analysis, Financial Modeling, Cost Accounting, Budgets, Accounting, Finance, Internal Controls, Auditing, Hyperion Enterprise, Management, Competitive Analysis, Forecasting, ERP, Start-ups, Strategic Financial..., Leadership, Consolidation, Operations Management, Team Building, Microsoft Excel, Business Planning, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2007
Riordan Fellowship Program - Fellow
University of Southern California 2003 — 2005
MS, Business Taxation
University of California, Los Angeles 1999 — 2002
BA, Business Economics
Raimondi College
Quirky Inc 2014 - Present
Beats by Dr. Dre 2012 - 2014
Zodiac Aerospace (Driessen Aircraft Interior Systems) 2010 - 2012
Black & Decker HHI 2008 - 2010
Black & Decker HHI 2006 - 2008
Black & Decker 2005 - 2006
Deloitte 2003 - 2005
Broadcom 2002 - 2002
Salomon Smith Barney 2000 - 2001
Skills
Corporate Finance, Strategic Planning, Restructuring, Manufacturing Operations, IT Management, Baan ERP, MFG-Pro, Supply Chain, Tax Accounting, IFRS, US GAAP, Global Consolidation, Team Restructuring, Controllers, Leveraged Finance, Business Development, Essbase, Hyperion HFM, Oracle, Contract Negotiation, Process Improvement, Supply Chain Management, Sarbanes-Oxley Act, Analysis, Financial Modeling, Cost Accounting, Budgets, Accounting, Finance, Internal Controls, Auditing, Hyperion Enterprise, Management, Competitive Analysis, Forecasting, ERP, Start-ups, Strategic Financial..., Leadership, Consolidation, Operations Management, Team Building, Microsoft Excel, Business Planning, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2007
Riordan Fellowship Program - Fellow
University of Southern California 2003 — 2005
MS, Business Taxation
University of California, Los Angeles 1999 — 2002
BA, Business Economics
Raimondi College
Carlos Iitsuka's Salomon Smith Barney Experience July 2001 - July 2006
Job
Industry Hospital & Health Care
Experience
UMass Memorial Health Care September 2014 - Present
CHRISTUS Health August 2010 - September 2014
PineRidge Partners December 2006 - October 2009
Shinsei Bank July 2006 - December 2006
Salomon Smith Barney July 2001 - July 2006
Credit Suisse First Boston 1994 - 1999
Skills
Mergers, Financial Analysis, Healthcare, Negotiation, New Business Development, Business Planning, Budgeting, Excel, Competitive Analysis, Microsoft Office, Corporate Finance, Due Diligence, Business Analysis, Capital Markets, Strategy Development, Venture Capital, Restructuring, Team Building, Fundraising, Financial Modeling, Non-profits, Mergers & Acquisitions, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
University of Southern California 1992 — 1996
BA, Economics, International Relations
UMass Memorial Health Care September 2014 - Present
CHRISTUS Health August 2010 - September 2014
PineRidge Partners December 2006 - October 2009
Shinsei Bank July 2006 - December 2006
Salomon Smith Barney July 2001 - July 2006
Credit Suisse First Boston 1994 - 1999
Skills
Mergers, Financial Analysis, Healthcare, Negotiation, New Business Development, Business Planning, Budgeting, Excel, Competitive Analysis, Microsoft Office, Corporate Finance, Due Diligence, Business Analysis, Capital Markets, Strategy Development, Venture Capital, Restructuring, Team Building, Fundraising, Financial Modeling, Non-profits, Mergers & Acquisitions, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1999 — 2001
MBA
University of Southern California 1992 — 1996
BA, Economics, International Relations
Brett Padgett's Salomon Smith Barney Experience July 1996 - September 2002
Job Director, Citigroup (Public Finance)
Industry Investment Banking
Experience
Citigroup March 2005 - Present
JPMorgan (Previously Banc One Capital Markets) September 2002 - March 2005
Salomon Smith Barney July 1996 - September 2002
U.S. Navy May 1992 - May 1996
Skills
Trading, Capital Markets, Fixed Income, Valuation, Private Equity, Financial Modeling, Derivatives, Investment Banking, Financial Structuring, Financial Analysis, Public Finance, Equities, Analysis, Investments, Portfolio Management, Project Finance, Due Diligence, Finance, Corporate Finance, Bonds, Asset Management, Securities, Credit Analysis, Hedge Funds
Education
The University of Texas at Austin 1988 — 1992
B.S. A.S.E
Citigroup March 2005 - Present
JPMorgan (Previously Banc One Capital Markets) September 2002 - March 2005
Salomon Smith Barney July 1996 - September 2002
U.S. Navy May 1992 - May 1996
Skills
Trading, Capital Markets, Fixed Income, Valuation, Private Equity, Financial Modeling, Derivatives, Investment Banking, Financial Structuring, Financial Analysis, Public Finance, Equities, Analysis, Investments, Portfolio Management, Project Finance, Due Diligence, Finance, Corporate Finance, Bonds, Asset Management, Securities, Credit Analysis, Hedge Funds
Education
The University of Texas at Austin 1988 — 1992
B.S. A.S.E
Damir Tanovic's Salomon Smith Barney Experience July 1998 - December 2000
Job
Industry Investment Banking
Experience
BNP Paribas September 2009 - Present
Credit Suisse April 2007 - December 2008
BNP Paribas May 2004 - March 2007
Lehman Brothers January 2001 - August 2002
Salomon Smith Barney July 1998 - December 2000
Skills
Equity Derivatives, Equities, Capital Markets, Derivatives, Investment Banking, Fixed Income, Financial Structuring, Hedge Funds, Structured Products, Interest Rate..., Structured Finance, Valuation
Education
London School of Economics 2002 — 2003
Queen's University, Canada 1994 — 1998
BNP Paribas September 2009 - Present
Credit Suisse April 2007 - December 2008
BNP Paribas May 2004 - March 2007
Lehman Brothers January 2001 - August 2002
Salomon Smith Barney July 1998 - December 2000
Skills
Equity Derivatives, Equities, Capital Markets, Derivatives, Investment Banking, Fixed Income, Financial Structuring, Hedge Funds, Structured Products, Interest Rate..., Structured Finance, Valuation
Education
London School of Economics 2002 — 2003
Queen's University, Canada 1994 — 1998
Carlos Cesta's Salomon Smith Barney Experience 2001 - 2003
Job Director of Corporate Development Verizon Communications Inc.
Industry Telecommunications
Experience
Verizon 2012 - Present
Verizon Ventures 2004 - July 2012
AboveNet, Inc. 2003 - 2004
Salomon Smith Barney 2001 - 2003
Patrimonio Private Equity 1997 - 1999
Credibanco 1994 - 1997
Skills
Strategic Partnerships, Business Strategy, Mergers, Entrepreneurship, Investments, Investment Banking, Joint Ventures, Corporate Development, Venture Capital, Due Diligence, Corporate Finance, Start-ups, Private Equity, Strategy Development, Financial Modeling, Business Planning, Valuation, Financial Analysis, New Business Development, Telecommunications, International Business, Contract Negotiation, Negotiation, Emerging Markets, Mobile, E-commerce, SaaS, Wireless, Fundraising, Strategy, Mergers & Acquisitions, Team Leadership, Strategic Planning, Finance, Analytics, Business Development, Executive Management, Competitive Analysis, Go-to-market Strategy, Management Consulting, Product Marketing, Business development, Mobile Devices
Education
Stevens Institute of Technology
Ph.D. Candidate
University of Rochester
MBA
Universidade de São Paulo
BS
Verizon 2012 - Present
Verizon Ventures 2004 - July 2012
AboveNet, Inc. 2003 - 2004
Salomon Smith Barney 2001 - 2003
Patrimonio Private Equity 1997 - 1999
Credibanco 1994 - 1997
Skills
Strategic Partnerships, Business Strategy, Mergers, Entrepreneurship, Investments, Investment Banking, Joint Ventures, Corporate Development, Venture Capital, Due Diligence, Corporate Finance, Start-ups, Private Equity, Strategy Development, Financial Modeling, Business Planning, Valuation, Financial Analysis, New Business Development, Telecommunications, International Business, Contract Negotiation, Negotiation, Emerging Markets, Mobile, E-commerce, SaaS, Wireless, Fundraising, Strategy, Mergers & Acquisitions, Team Leadership, Strategic Planning, Finance, Analytics, Business Development, Executive Management, Competitive Analysis, Go-to-market Strategy, Management Consulting, Product Marketing, Business development, Mobile Devices
Education
Stevens Institute of Technology
Ph.D. Candidate
University of Rochester
MBA
Universidade de São Paulo
BS
Morriss Hurt's Salomon Smith Barney Experience 2001 - 2003
Job Managing Director at EnCap Flatrock Midstream
Industry Venture Capital & Private Equity
Experience
EnCap Flatrock Midstream October 2008 - Present
The Encino Group January 2005 - October 2008
Salomon Smith Barney 2001 - 2003
Skills
Private Equity, Forecasting, Financial Modeling, LBO, Valuation, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Capital Markets, Mergers, Investments, Equities
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
EnCap Flatrock Midstream October 2008 - Present
The Encino Group January 2005 - October 2008
Salomon Smith Barney 2001 - 2003
Skills
Private Equity, Forecasting, Financial Modeling, LBO, Valuation, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Capital Markets, Mergers, Investments, Equities
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
Mathew Xavier's Salomon Smith Barney Experience June 2003 - May 2007
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
Richard Sloane's Salomon Smith Barney Experience April 1995 - April 1999
Job Senior Business Analyst
Industry Investment Management
Experience
Omnitec Solutions Inc June 2009 - May 2010
XM Satellite Radio January 2006 - September 2008
EADS North America January 2005 - January 2006
ING Barings March 2000 - September 2001
Arnhold and S. Bleichroeder July 1999 - March 2000
Salomon Smith Barney April 1995 - April 1999
Skills
Mergers, Strategic Planning, Equity Research, Financial Analysis, Financial Modeling, Business Strategy, Investor Relations, Valuation, Competitive Analysis, Corporate Finance, Due Diligence, Analysis, Market Analysis, Mergers & Acquisitions, Finance, Asset Management, Capital Markets, Program Management, Portfolio Management, Corporate Development, Process Improvement, Management, Venture Capital, Analytics, Investments, Start-ups, Investment Banking, Strategy, Emerging Markets, Private Equity, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
University of Pennsylvania 1990 — 1994
Diplomatic History
University of Pennsylvania - The Wharton School 1990 — 1994
Omnitec Solutions Inc June 2009 - May 2010
XM Satellite Radio January 2006 - September 2008
EADS North America January 2005 - January 2006
ING Barings March 2000 - September 2001
Arnhold and S. Bleichroeder July 1999 - March 2000
Salomon Smith Barney April 1995 - April 1999
Skills
Mergers, Strategic Planning, Equity Research, Financial Analysis, Financial Modeling, Business Strategy, Investor Relations, Valuation, Competitive Analysis, Corporate Finance, Due Diligence, Analysis, Market Analysis, Mergers & Acquisitions, Finance, Asset Management, Capital Markets, Program Management, Portfolio Management, Corporate Development, Process Improvement, Management, Venture Capital, Analytics, Investments, Start-ups, Investment Banking, Strategy, Emerging Markets, Private Equity, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2003 — 2005
MA
University of Pennsylvania 1990 — 1994
Diplomatic History
University of Pennsylvania - The Wharton School 1990 — 1994
Shanigay White's Salomon Smith Barney Experience September 2001 - May 2002
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Carolyn Choi's Salomon Smith Barney Experience 1999 - 2000
Job Managing Director at Stamos Capital Partners, Investment Management Professional
Industry Venture Capital & Private Equity
Experience
Stamos Capital Partners 2007 - Present
Banc of America Capital Access Funds 2003 - 2006
DFJ ePlanet Ventures 2000 - 2003
Salomon Smith Barney 1999 - 2000
Deutsche Banc Alex. Brown 1999 - 1999
The Yankee Group 1997 - 1998
Ministry of Environment, Republic of Korea 1995 - 1996
Skills
Private Equity, Venture Capital, Emerging Markets, Alternative Investments, Fund Of Funds, Hedge Funds, Investments, Investment Banking, Due Diligence, Financial Modeling, Equities, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy
MALD
University of Pennsylvania
MA
University of Pennsylvania
BA
Stamos Capital Partners 2007 - Present
Banc of America Capital Access Funds 2003 - 2006
DFJ ePlanet Ventures 2000 - 2003
Salomon Smith Barney 1999 - 2000
Deutsche Banc Alex. Brown 1999 - 1999
The Yankee Group 1997 - 1998
Ministry of Environment, Republic of Korea 1995 - 1996
Skills
Private Equity, Venture Capital, Emerging Markets, Alternative Investments, Fund Of Funds, Hedge Funds, Investments, Investment Banking, Due Diligence, Financial Modeling, Equities, Start-ups
Education
Tufts University - The Fletcher School of Law and Diplomacy
MALD
University of Pennsylvania
MA
University of Pennsylvania
BA
Peter Callahan's Salomon Smith Barney Experience March 1999 - March 2000
Job Director Unified Communications Lead at Citi
Industry Financial Services
Experience
Citi January 2012 - Present
Citi April 2009 - January 2012
Citi March 2007 - March 2009
Citigroup March 2000 - March 2007
Salomon Smith Barney March 1999 - March 2000
Salomon Smith Barney March 1998 - March 1999
Salomon Brothers March 1997 - March 1998
Education
Stony Brook University
MS, Technology Management
Citi January 2012 - Present
Citi April 2009 - January 2012
Citi March 2007 - March 2009
Citigroup March 2000 - March 2007
Salomon Smith Barney March 1999 - March 2000
Salomon Smith Barney March 1998 - March 1999
Salomon Brothers March 1997 - March 1998
Education
Stony Brook University
MS, Technology Management
Valerie Noplis's Salomon Smith Barney Experience February 1987 - January 1998
Job Agency Development Manager, Colonial Life & Accident
Industry Insurance
Experience
Colonial Life July 2015 - Present
Liberty National Life Insurance Company August 2013 - July 2015
Liberty National Life Insurance Company November 2013 - March 2014
GEICO November 2012 - August 2013
Tanner Companies dba Doncaster March 2007 - August 2010
Salomon Smith Barney February 1987 - January 1998
Skills
Public Speaking, Coaching, Customer Service, Team Building, Sales, Leadership, Situational Leadership, Office Administration, Health Insurance, Accident Insurance, Life Insurance, Property & Casualty..., Customer Retention, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Microsoft Word, Organization, Proofreading, Training, Recruiting, Retail, Fundraising, Insurance, Employee Benefits, Leadership Development, Customer Satisfaction, Call Centers, Nonprofits, Merchandising, Sales Presentations, Volunteer Management, Interviews, Visual Merchandising, Underwriting, Social Media Marketing, Small Business, Marketing, Social Networking, Team Leadership, Direct Sales, Email Marketing, Permanent Life Insurance, Fixed Annuities, Term Life Insurance, Life, Trade Shows, Licensed Life, Cold Calling
Education
The University of Tennessee at Chattanooga 1972 — 1976
BS, Family and Consumer Sciences/Human Sciences
Brainerd High School 1969 — 1972
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Colonial Life July 2015 - Present
Liberty National Life Insurance Company August 2013 - July 2015
Liberty National Life Insurance Company November 2013 - March 2014
GEICO November 2012 - August 2013
Tanner Companies dba Doncaster March 2007 - August 2010
Salomon Smith Barney February 1987 - January 1998
Skills
Public Speaking, Coaching, Customer Service, Team Building, Sales, Leadership, Situational Leadership, Office Administration, Health Insurance, Accident Insurance, Life Insurance, Property & Casualty..., Customer Retention, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Microsoft Word, Organization, Proofreading, Training, Recruiting, Retail, Fundraising, Insurance, Employee Benefits, Leadership Development, Customer Satisfaction, Call Centers, Nonprofits, Merchandising, Sales Presentations, Volunteer Management, Interviews, Visual Merchandising, Underwriting, Social Media Marketing, Small Business, Marketing, Social Networking, Team Leadership, Direct Sales, Email Marketing, Permanent Life Insurance, Fixed Annuities, Term Life Insurance, Life, Trade Shows, Licensed Life, Cold Calling
Education
The University of Tennessee at Chattanooga 1972 — 1976
BS, Family and Consumer Sciences/Human Sciences
Brainerd High School 1969 — 1972
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nick Rigopulos's Salomon Smith Barney Experience 1989 - 1997
Job President, Alpine Equity Advisors
Industry Financial Services
Experience
Alpine Equity Advisors 2006 - Present
U.S. Telesis Holdings, Inc. 1998 - 2005
Copernicus Systems, Inc 2000 - 2001
Strategic Capital Partners, LLC 1999 - 2000
Stamford Capital Partners, LLC 1997 - 1999
Salomon Smith Barney 1989 - 1997
Skills
Equities, Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Management, Capital Markets, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Securities, Asset Managment, Strategy, Corporate Development, Private Placements, Emerging Markets, Investment Management
Education
Trinity College-Hartford 1979 — 1981
B.A., History
The Taft School
Alpine Equity Advisors 2006 - Present
U.S. Telesis Holdings, Inc. 1998 - 2005
Copernicus Systems, Inc 2000 - 2001
Strategic Capital Partners, LLC 1999 - 2000
Stamford Capital Partners, LLC 1997 - 1999
Salomon Smith Barney 1989 - 1997
Skills
Equities, Hedge Funds, Alternative Investments, Private Equity, Investments, Asset Management, Capital Markets, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, Venture Capital, Securities, Asset Managment, Strategy, Corporate Development, Private Placements, Emerging Markets, Investment Management
Education
Trinity College-Hartford 1979 — 1981
B.A., History
The Taft School
Ashlesha Natu's Salomon Smith Barney Experience July 2000 - August 2000
Job IT Consultant
Industry Computer Software
Experience
Verizon Wireless September 2012 - March 2015
Compu-Vision Consulting Inc. March 2009 - July 2012
Citibank July 2001 - January 2008
Stevens Institute of Technology January 2000 - July 2001
Salomon Smith Barney July 2000 - August 2000
Skills
Data Warehousing, SDLC, Software Project..., Vendor Management, Business Intelligence, Requirements Analysis, Business Analysis, Data Modeling, IT Strategy, PL/SQL, XML, ETL, Unix, Requirements Gathering, Software Development, Agile Methodologies, Solution Architecture, Web Services, Oracle, PMP, Enterprise Architecture, SOA
Education
Stevens Institute of Technology 1999 — 2001
Master of Engineering, Computer Engineering
Pune University 1994 — 1998
Bachelor of Engineering, Electrical Engineering
Verizon Wireless September 2012 - March 2015
Compu-Vision Consulting Inc. March 2009 - July 2012
Citibank July 2001 - January 2008
Stevens Institute of Technology January 2000 - July 2001
Salomon Smith Barney July 2000 - August 2000
Skills
Data Warehousing, SDLC, Software Project..., Vendor Management, Business Intelligence, Requirements Analysis, Business Analysis, Data Modeling, IT Strategy, PL/SQL, XML, ETL, Unix, Requirements Gathering, Software Development, Agile Methodologies, Solution Architecture, Web Services, Oracle, PMP, Enterprise Architecture, SOA
Education
Stevens Institute of Technology 1999 — 2001
Master of Engineering, Computer Engineering
Pune University 1994 — 1998
Bachelor of Engineering, Electrical Engineering
Fernando Barreira's Salomon Smith Barney Experience September 1999 - June 2002
Job Network Engineer at Two Sigma Investments
Industry Computer Networking
Experience
Two Sigma Investments October 2011 - Present
Morgan Stanley September 2010 - October 2011
Citigroup June 2002 - December 2009
Salomon Smith Barney September 1999 - June 2002
International Network Services (INS) April 1998 - September 1999
Teleport Communications Group May 1996 - April 1998
Chase Manhattan Bank March 1995 - May 1996
Banco do Brasil February 1994 - March 1995
Skills
Checkpoint, Disaster Recovery, Data Center, Networking, Network Security, Routing Protocols, Virtualization, TCP/IP, Information Security, Security, Firewalls, VPN, Cisco Technologies, Juniper
Education
State University of New York at Stony Brook 1989 — 1993
BE In Electical Engineering, Computer Networks & Digital Communications
Two Sigma Investments October 2011 - Present
Morgan Stanley September 2010 - October 2011
Citigroup June 2002 - December 2009
Salomon Smith Barney September 1999 - June 2002
International Network Services (INS) April 1998 - September 1999
Teleport Communications Group May 1996 - April 1998
Chase Manhattan Bank March 1995 - May 1996
Banco do Brasil February 1994 - March 1995
Skills
Checkpoint, Disaster Recovery, Data Center, Networking, Network Security, Routing Protocols, Virtualization, TCP/IP, Information Security, Security, Firewalls, VPN, Cisco Technologies, Juniper
Education
State University of New York at Stony Brook 1989 — 1993
BE In Electical Engineering, Computer Networks & Digital Communications
Jonathan Bloomberg's Salomon Smith Barney Experience 1996 - 1998
Job BloombergSen
Industry Financial Services
Experience
BloombergSen February 2008 - Present
Burgundy Asset Management June 2001 - October 2007
Salomon Smith Barney 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Tufts University 1992 — 1996
BA, Economics
BloombergSen February 2008 - Present
Burgundy Asset Management June 2001 - October 2007
Salomon Smith Barney 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Tufts University 1992 — 1996
BA, Economics
Brett Kofman's Salomon Smith Barney Experience December 1996 - March 2000
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse December 2010 - Present
Deutsche Bank May 2008 - December 2010
NYSE Regulation March 2006 - May 2008
UBS Wealth Management 2000 - 2006
SALOMON SMITH BARNEY December 1996 - March 2000
Skills
Series 7, Securities, Investment Banking, AML, Series 24, FINRA, Due Diligence, Capital Markets, Equities, Securities Regulation, KYC, Hedge Funds, Risk Management, Fixed Income, Derivatives, Alternative Investments, Financial Services, Operational Risk, Options
Education
Touro College Jacob D. Fuchsberg Law Center 1993 — 1996
JD, cum laude, Law
University at Albany, SUNY 1989 — 1993
Credit Suisse December 2010 - Present
Deutsche Bank May 2008 - December 2010
NYSE Regulation March 2006 - May 2008
UBS Wealth Management 2000 - 2006
SALOMON SMITH BARNEY December 1996 - March 2000
Skills
Series 7, Securities, Investment Banking, AML, Series 24, FINRA, Due Diligence, Capital Markets, Equities, Securities Regulation, KYC, Hedge Funds, Risk Management, Fixed Income, Derivatives, Alternative Investments, Financial Services, Operational Risk, Options
Education
Touro College Jacob D. Fuchsberg Law Center 1993 — 1996
JD, cum laude, Law
University at Albany, SUNY 1989 — 1993
John Tatum's Salomon Smith Barney Experience July 1998 - July 2000
Job Managing Director
Industry Venture Capital & Private Equity
Experience
Prophet Equity October 2009 - Present
H.I.G. Capital 2005 - October 2009
Charterhouse Group 2000 - 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Investments, Venture Capital, Restructuring, Valuation, Corporate Development, Private Equity, Bankruptcy, Financial Modeling, Equities, Mergers & Acquisitions, Investment Banking, LBO, Corporate Finance, Due Diligence, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Williams College 1994 — 1998
BA, Economics, Political Science
Belmont Hill School 1988 — 1994
Prophet Equity October 2009 - Present
H.I.G. Capital 2005 - October 2009
Charterhouse Group 2000 - 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Investments, Venture Capital, Restructuring, Valuation, Corporate Development, Private Equity, Bankruptcy, Financial Modeling, Equities, Mergers & Acquisitions, Investment Banking, LBO, Corporate Finance, Due Diligence, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Williams College 1994 — 1998
BA, Economics, Political Science
Belmont Hill School 1988 — 1994
Jon Keeling's Salomon Smith Barney Experience January 1998 - March 2000
Job Chief Instructor at Silicon Valley Karate, LLC
Industry Financial Services
Experience
Silicon Valley Karate, LLC. (formerly JKA of Silicon Valley) July 1998 - Present
American Century Investments December 2006 - January 2011
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1998 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income
Education
University of California, Berkeley 1990 — 1991
BA, Economics
Stony Brook University 1988 — 1989
Economics
Silicon Valley Karate, LLC. (formerly JKA of Silicon Valley) July 1998 - Present
American Century Investments December 2006 - January 2011
Bloomberg March 2000 - December 2006
Salomon Smith Barney January 1998 - March 2000
Lehman Brothers August 1994 - June 1997
Morgan Stanley August 1992 - August 1994
Skills
Fixed Income
Education
University of California, Berkeley 1990 — 1991
BA, Economics
Stony Brook University 1988 — 1989
Economics
Jill Aronberg-Heller's Salomon Smith Barney Experience February 2004 - Present
Job Financial Advisor at Smith Barney
Industry Investment Management
Experience
Salomon Smith Barney February 2004 - Present
EY Capital Advisors 1997 - 2004
Education
The University of Texas at Austin 1990 — 1995
Salomon Smith Barney February 2004 - Present
EY Capital Advisors 1997 - 2004
Education
The University of Texas at Austin 1990 — 1995
Brian McCabe's Salomon Smith Barney Experience 1993 - 1996
Job Account Executive Banking, Capital Markets and Insurance for Ayasdi
Industry Computer Software
Experience
Ayasdi June 2014 - Present
Software AG April 2013 - June 2014
ComSci January 2011 - April 2013
Troux Technologies 2008 - 2010
Business Objects 2002 - 2007
Information Builders August 1999 - September 2002
Application and Data Systems, Inc 1996 - 1999
Salomon Smith Barney 1993 - 1996
Garvin Guy-Butler 1987 - 1992
Skills
Predective Analytics, Risk Analytics, Solution Selling, Fixed Income Strategies, Enterprise Architecture, Analytics, Risk Management, Complex Event..., New Business Development, Enterprise Software, Middleware, Business Analysis, Cloud Computing, Integration, Professional Services, Program Management, Management, SOA, Business Process, Agile Methodologies, Big Data, Capital Markets, Insurance, Financial Applications, In Memory Computing, Financial Services, Trading Systems, FX trading, FX Swaps, FX Derivatives, Strategy, SaaS, Business Development, Software Industry
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
Bachelor's Degree, Capital Markets / Finance
New York Insitute of Finance 1985 — 1988
Non-Degree Finance Certificate
Ayasdi June 2014 - Present
Software AG April 2013 - June 2014
ComSci January 2011 - April 2013
Troux Technologies 2008 - 2010
Business Objects 2002 - 2007
Information Builders August 1999 - September 2002
Application and Data Systems, Inc 1996 - 1999
Salomon Smith Barney 1993 - 1996
Garvin Guy-Butler 1987 - 1992
Skills
Predective Analytics, Risk Analytics, Solution Selling, Fixed Income Strategies, Enterprise Architecture, Analytics, Risk Management, Complex Event..., New Business Development, Enterprise Software, Middleware, Business Analysis, Cloud Computing, Integration, Professional Services, Program Management, Management, SOA, Business Process, Agile Methodologies, Big Data, Capital Markets, Insurance, Financial Applications, In Memory Computing, Financial Services, Trading Systems, FX trading, FX Swaps, FX Derivatives, Strategy, SaaS, Business Development, Software Industry
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
Bachelor's Degree, Capital Markets / Finance
New York Insitute of Finance 1985 — 1988
Non-Degree Finance Certificate
Tim Hobin's Salomon Smith Barney Experience 1993 - 2000
Job Partner at the William Warren Group, Inc.
Industry Real Estate
Experience
The William Warren Group Inc., / StorQuest Self Storage May 2000 - Present
Salomon Smith Barney 1993 - 2000
Education
University of California, Berkeley 1989 — 1993
The William Warren Group Inc., / StorQuest Self Storage May 2000 - Present
Salomon Smith Barney 1993 - 2000
Education
University of California, Berkeley 1989 — 1993
Michele Mattison's Salomon Smith Barney Experience March 1998 - May 2000
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
Morgan Stanley Prime Brokerage 2007 - 2008
Salomon Smith Barney March 1998 - May 2000
Skills
Operational Risk..., Back Office, Business Strategy, Business Transformation, Capital Markets, Change Management, Derivatives, Enterprise Risk..., FX Options, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Process Engineering, Program Management, Risk Management, Trading
Education
University at Buffalo 1990 — 1996
Masters of Engineering, Industrial Engineering/Production Management
Morgan Stanley May 2000 - Present
Morgan Stanley Prime Brokerage 2007 - 2008
Salomon Smith Barney March 1998 - May 2000
Skills
Operational Risk..., Back Office, Business Strategy, Business Transformation, Capital Markets, Change Management, Derivatives, Enterprise Risk..., FX Options, Financial Risk, Financial Services, Fixed Income, Interest Rate..., Investment Banking, Process Engineering, Program Management, Risk Management, Trading
Education
University at Buffalo 1990 — 1996
Masters of Engineering, Industrial Engineering/Production Management
Amy Levine's Salomon Smith Barney Experience May 1998 - July 2002
Job Vice President at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management 2002 - Present
Salomon Smith Barney May 1998 - July 2002
Swiss Bank Corp 1995 - May 1998
Kwasha Lipton 1988 - 1991
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
University of Pennsylvania
BA, History
Shenkman Capital Management 2002 - Present
Salomon Smith Barney May 1998 - July 2002
Swiss Bank Corp 1995 - May 1998
Kwasha Lipton 1988 - 1991
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
University of Pennsylvania
BA, History
Robert McKinnon's Salomon Smith Barney Experience 2000 - 2001
Job Segment Director Financial Services at SiriusDecisions
Industry Marketing and Advertising
Experience
SiriusDecisions February 2015 - Present
Asas Capital January 2010 - February 2015
Al Mal Capital May 2007 - January 2010
Naeem Holding Company for Investments, S.A.E May 2005 - May 2007
Silver Birch Capital Management 2001 - 2005
Salomon Smith Barney 2000 - 2001
Credit Suisse First Boston 1997 - 1999
MRC Consultancy 1996 - 1997
Skills
Investment Banking, Equity Research, Equities, Private Equity, Corporate Finance, Capital Markets, Asset Managment, Investments, Valuation, Emerging Markets, Financial Modeling, Portfolio Management, Financial Markets, Alternative Investments, Mergers & Acquisitions, Asset Management, Financial Structuring, Fixed Income
Education
Thunderbird School of Global Management 1995 — 1996
Master of International Management
University of Richmond 1990 — 1994
Bachelor's degree, Economics/ International Studies
SiriusDecisions February 2015 - Present
Asas Capital January 2010 - February 2015
Al Mal Capital May 2007 - January 2010
Naeem Holding Company for Investments, S.A.E May 2005 - May 2007
Silver Birch Capital Management 2001 - 2005
Salomon Smith Barney 2000 - 2001
Credit Suisse First Boston 1997 - 1999
MRC Consultancy 1996 - 1997
Skills
Investment Banking, Equity Research, Equities, Private Equity, Corporate Finance, Capital Markets, Asset Managment, Investments, Valuation, Emerging Markets, Financial Modeling, Portfolio Management, Financial Markets, Alternative Investments, Mergers & Acquisitions, Asset Management, Financial Structuring, Fixed Income
Education
Thunderbird School of Global Management 1995 — 1996
Master of International Management
University of Richmond 1990 — 1994
Bachelor's degree, Economics/ International Studies
Kyle Coleman, CFA's Salomon Smith Barney Experience July 2001 - June 2002
Job Vice President, Senior Underwriter at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Feng Chang's Salomon Smith Barney Experience 1997 - 2004
Job MD at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorMorgan Stanley Investment Management2004 - 2008
Salomon Smith Barney 1997 - 2004
Education
Tsinghua University
Morgan Stanley Managing DirectorMorgan Stanley Investment Management2004 - 2008
Salomon Smith Barney 1997 - 2004
Education
Tsinghua University
Jenny Hourihan's Salomon Smith Barney Experience May 1981 - March 2000
Job Orbis International, President and CEO
Industry Nonprofit Organization Management
Experience
Rock Tenn September 2013 - June 2015
ORBIS International September 2012 - June 2015
Swarthmore College September 2010 - September 2014
Volunteers of America-Greater New York April 2009 - November 2013
Pro Mujer International March 2009 - September 2012
Prospect Park Audubon Center Advisory Board April 2009 - September 2011
Heights and Hills Community Council April 2009 - September 2010
Banc of America Securities September 2003 - February 2008
Merrill Lynch April 2000 - September 2003
Salomon Smith Barney May 1981 - March 2000
Skills
Program Development, Strategy, Mergers & Acquisitions, Program Management, Finance, Nonprofits, Leadership, Social Entrepreneurship, Corporate Finance, Management, Budgets, Structured Finance, Marketing, Strategic Planning, Project Finance, Financial Modeling, Business Strategy, Capital Markets, Management Consulting, Financial Reporting, Investment Banking, Philanthropy, Financial Structuring, Risk Management, Organizational...
Education
Swarthmore College 1976 — 1980
BA, Economics, Political Science
Universidad de Los Andes 1978 — 1978
Economics, Spanish
Rock Tenn September 2013 - June 2015
ORBIS International September 2012 - June 2015
Swarthmore College September 2010 - September 2014
Volunteers of America-Greater New York April 2009 - November 2013
Pro Mujer International March 2009 - September 2012
Prospect Park Audubon Center Advisory Board April 2009 - September 2011
Heights and Hills Community Council April 2009 - September 2010
Banc of America Securities September 2003 - February 2008
Merrill Lynch April 2000 - September 2003
Salomon Smith Barney May 1981 - March 2000
Skills
Program Development, Strategy, Mergers & Acquisitions, Program Management, Finance, Nonprofits, Leadership, Social Entrepreneurship, Corporate Finance, Management, Budgets, Structured Finance, Marketing, Strategic Planning, Project Finance, Financial Modeling, Business Strategy, Capital Markets, Management Consulting, Financial Reporting, Investment Banking, Philanthropy, Financial Structuring, Risk Management, Organizational...
Education
Swarthmore College 1976 — 1980
BA, Economics, Political Science
Universidad de Los Andes 1978 — 1978
Economics, Spanish
Casandra Fung's Salomon Smith Barney Experience June 1997 - March 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Marleea Pickett's Salomon Smith Barney Experience March 1999 - August 2002
Job Human Resources Manager at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield November 2013 - Present
Cushman & Wakefield January 2013 - October 2013
CBI Connect November 2012 - January 2013
Colgate-Palmolive Company February 2008 - August 2012
Colgate Palmolive November 2006 - February 2008
Pfizer February 2006 - October 2006
Crate & Barrel Furniture September 2002 - December 2005
Salomon Smith Barney March 1999 - August 2002
Skills
Employee Relations, Recruiting, Succession Planning, Performance Management, Human Resources, New Hire Orientations, Employee Benefits, Workers Compensation, FMLA, Training, Talent Acquisition, Project Management, Interviews, Program Management, Sourcing, Leadership, Management
Education
New School University 1998 — 2001
Certificate, Organizational Development
The New School 1998 — 2001
MS, Human Resources Management
University of Southern California 1991 — 1995
Bachelor of Science, Public Administration
Cushman & Wakefield November 2013 - Present
Cushman & Wakefield January 2013 - October 2013
CBI Connect November 2012 - January 2013
Colgate-Palmolive Company February 2008 - August 2012
Colgate Palmolive November 2006 - February 2008
Pfizer February 2006 - October 2006
Crate & Barrel Furniture September 2002 - December 2005
Salomon Smith Barney March 1999 - August 2002
Skills
Employee Relations, Recruiting, Succession Planning, Performance Management, Human Resources, New Hire Orientations, Employee Benefits, Workers Compensation, FMLA, Training, Talent Acquisition, Project Management, Interviews, Program Management, Sourcing, Leadership, Management
Education
New School University 1998 — 2001
Certificate, Organizational Development
The New School 1998 — 2001
MS, Human Resources Management
University of Southern California 1991 — 1995
Bachelor of Science, Public Administration
Rozzano Harvin's Salomon Smith Barney Experience November 2000 - December 2002
Job Licensed Real Estate Broker at Carrington Real Estate Services (US), LLC
Industry Real Estate
Experience
Carrington Real Estate Services (US), LLC May 2013 - Present
Atlantic & Pacific Real Estate July 2010 - Present
Citi Habitats September 2007 - June 2010
Tishman Speyer April 2004 - July 2007
Coldwell Banker Currier & Lazier 2003 - 2006
Salomon Smith Barney November 2000 - December 2002
Reid & Priest 1990 - 1997
Education
Syracuse University 1982 — 1986
Economics
Carrington Real Estate Services (US), LLC May 2013 - Present
Atlantic & Pacific Real Estate July 2010 - Present
Citi Habitats September 2007 - June 2010
Tishman Speyer April 2004 - July 2007
Coldwell Banker Currier & Lazier 2003 - 2006
Salomon Smith Barney November 2000 - December 2002
Reid & Priest 1990 - 1997
Education
Syracuse University 1982 — 1986
Economics
Peter Forlenza's Salomon Smith Barney Experience 1988 - 2002
Job head of equities for the america's at UBS Investment Bank
Industry Financial Services
Experience
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
Mark Dubrinsky's Salomon Smith Barney Experience 2001 - 2003
Job Managing Partner at Radclift Capital Mortgage
Industry Real Estate
Experience
Radclift Capital Mortgage January 2010 - Present
Radclift Capital Mortgage 2010 - 2010
Goldman Sachs 2007 - 2008
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 2001 - 2003
Credit Suisse First Boston 1995 - 2000
KPMG 1989 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1995
Radclift Capital Mortgage January 2010 - Present
Radclift Capital Mortgage 2010 - 2010
Goldman Sachs 2007 - 2008
UBS Investment Bank 2003 - 2007
Salomon Smith Barney 2001 - 2003
Credit Suisse First Boston 1995 - 2000
KPMG 1989 - 1994
Education
The University of Chicago Booth School of Business 1994 — 1995
Dwayne Bulger's Salomon Smith Barney Experience 2001 - 2004
Job Licensing Coordinator
Industry Financial Services
Experience
FSC Securities 2010 - Present
AT&T Advertising Solution January 2009 - December 2009
OLD MUTUAL FINANCIAL NETWORK April 2007 - January 2009
Old Mutual Financial Network April 2007 - January 2009
Primerica Financial Services January 2005 - March 2007
Primerica Financial Services March 1992 - March 2007
Salomon Smith Barney 2 January 2001 - January 2004
Salomon Smith Barney 2001 - 2004
Skills
Inside Sales, Sales Support, Sales Operations, Management, New Business Development, Sales, Fixed Annuities, Marketing
Education
The University of Georgia 1979 — 1983
BA, English
Frederick Douglass
FSC Securities 2010 - Present
AT&T Advertising Solution January 2009 - December 2009
OLD MUTUAL FINANCIAL NETWORK April 2007 - January 2009
Old Mutual Financial Network April 2007 - January 2009
Primerica Financial Services January 2005 - March 2007
Primerica Financial Services March 1992 - March 2007
Salomon Smith Barney 2 January 2001 - January 2004
Salomon Smith Barney 2001 - 2004
Skills
Inside Sales, Sales Support, Sales Operations, Management, New Business Development, Sales, Fixed Annuities, Marketing
Education
The University of Georgia 1979 — 1983
BA, English
Frederick Douglass
Hugh Murphy's Salomon Smith Barney Experience August 1999 - November 2001
Job Managing Director Sales
Industry Financial Services
Experience
The Deal May 2008 - Present
Liberty Mutual June 2007 - May 2008
Hilliard Farber & Co., Inc. March 2005 - June 2007
UBS Financial Services August 2002 - March 2005
Salomon Smith Barney August 1999 - November 2001
Skills
Sales, Strategic Partnerships, Financial Services, C-Level Sales, Account Management, Building Relationships, Fixed Income, Equities, Financial Technology, New Business Development
Education
The Johns Hopkins University 1993 — 1997
BA
Monsignor Donovan High School 1989 — 1993
High School
The Deal May 2008 - Present
Liberty Mutual June 2007 - May 2008
Hilliard Farber & Co., Inc. March 2005 - June 2007
UBS Financial Services August 2002 - March 2005
Salomon Smith Barney August 1999 - November 2001
Skills
Sales, Strategic Partnerships, Financial Services, C-Level Sales, Account Management, Building Relationships, Fixed Income, Equities, Financial Technology, New Business Development
Education
The Johns Hopkins University 1993 — 1997
BA
Monsignor Donovan High School 1989 — 1993
High School
Linda M. Houllahan's Salomon Smith Barney Experience March 2002 - February 2006
Job Financial Professional
Industry Investment Management
Experience
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
Jonathon Lipke's Salomon Smith Barney Experience July 2005 - August 2005
Job Associate, Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton June 2009 - Present
BearingPoint October 2006 - June 2009
Recreational, Equipment, Incorportation August 2003 - January 2007
Salomon Smith Barney July 2005 - August 2005
Skills
Business Case, PMO, Change Management, Requirements Analysis, Governance, Business Transformation, Information Assurance, Integration, Strategy, Federal Government, PMP, Program Management, Leadership, Management, Management Consulting, Project Management
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
George Mason University - School of Management 2003 — 2006
Bachelor of Science (BS), Finance, General
Booz Allen Hamilton June 2009 - Present
BearingPoint October 2006 - June 2009
Recreational, Equipment, Incorportation August 2003 - January 2007
Salomon Smith Barney July 2005 - August 2005
Skills
Business Case, PMO, Change Management, Requirements Analysis, Governance, Business Transformation, Information Assurance, Integration, Strategy, Federal Government, PMP, Program Management, Leadership, Management, Management Consulting, Project Management
Education
The George Washington University - School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
George Mason University - School of Management 2003 — 2006
Bachelor of Science (BS), Finance, General
Christopher Bahn's Salomon Smith Barney Experience April 2001 - January 2003
Job Sr Programmer/Analyst at ING Institutional Plan Services, LLC
Industry Information Technology and Services
Experience
ING Institutional Plan Services, LLC July 2008 - Present
Citistreet April 2003 - July 2008
Salomon Smith Barney April 2001 - January 2003
Skills
COBOL, Business Analysis, Requirements Analysis, Visio, SQL, Unix, Software Development, Systems Analysis, Linux, Mainframe, Databases, Integration, JCL, Visual Basic, Microsoft Office, DB2, OmniPlan, OmniPlus
Education
Susquehanna University 1994 — 1997
BA, Marketing
ING Institutional Plan Services, LLC July 2008 - Present
Citistreet April 2003 - July 2008
Salomon Smith Barney April 2001 - January 2003
Skills
COBOL, Business Analysis, Requirements Analysis, Visio, SQL, Unix, Software Development, Systems Analysis, Linux, Mainframe, Databases, Integration, JCL, Visual Basic, Microsoft Office, DB2, OmniPlan, OmniPlus
Education
Susquehanna University 1994 — 1997
BA, Marketing
Sharmila Chandra's Salomon Smith Barney Experience March 1995 - November 2007
Job IT
Industry Information Technology and Services
Experience
Scope International September 2008 - May 2013
Salomon Smith Barney March 1995 - November 2007
Skills
Servers, SDLC, Operating Systems, ITIL, Business Relationship..., Infrastructure, Compliance, IT Audit, Governance, Sybase, Oracle, Troubleshooting, Technical Leadership, Multitasking Skills, Multithreading, Technology Process..., Change Management, Problem Solving, Problem Management, IT Service Management, Project Management, Microsoft SQL Server, SQL, Disaster Recovery, Business Continuity, RTB, Business Analysis, Vendor Management, Enterprise Architecture
Education
Stevens Institute of Technology 1996 — 1998
Master of Science (MS), Management Information Systems, General
Scope International September 2008 - May 2013
Salomon Smith Barney March 1995 - November 2007
Skills
Servers, SDLC, Operating Systems, ITIL, Business Relationship..., Infrastructure, Compliance, IT Audit, Governance, Sybase, Oracle, Troubleshooting, Technical Leadership, Multitasking Skills, Multithreading, Technology Process..., Change Management, Problem Solving, Problem Management, IT Service Management, Project Management, Microsoft SQL Server, SQL, Disaster Recovery, Business Continuity, RTB, Business Analysis, Vendor Management, Enterprise Architecture
Education
Stevens Institute of Technology 1996 — 1998
Master of Science (MS), Management Information Systems, General
Peter Hopkins's Salomon Smith Barney Experience February 2003 - May 2003
Job Prospect Capital Management
Industry Real Estate
Experience
Prospect Capital Management April 2014 - Present
Waypoint Residential January 2010 - November 2013
Broadway Partners July 2006 - January 2010
Sonnenblick-Goldman June 2003 - July 2006
Salomon Smith Barney February 2003 - May 2003
Skills
Real Estate, Real Estate Investment, Real Estate Private..., Valuation, Real Estate Economics, Real Estate Development, Disposition, Private Equity, Due Diligence, Asset Management, Real Estate Transactions, Investments, Acquisitions, Commercial Real Estate, Leases, Financial Modeling, Joint Ventures
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Information Systems
Trinity College, Dublin 2002 — 2002
Economics
Prospect Capital Management April 2014 - Present
Waypoint Residential January 2010 - November 2013
Broadway Partners July 2006 - January 2010
Sonnenblick-Goldman June 2003 - July 2006
Salomon Smith Barney February 2003 - May 2003
Skills
Real Estate, Real Estate Investment, Real Estate Private..., Valuation, Real Estate Economics, Real Estate Development, Disposition, Private Equity, Due Diligence, Asset Management, Real Estate Transactions, Investments, Acquisitions, Commercial Real Estate, Leases, Financial Modeling, Joint Ventures
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Information Systems
Trinity College, Dublin 2002 — 2002
Economics
Kevin E. Wolf's Salomon Smith Barney Experience March 1995 - August 2001
Job President at Gemini Fund Services, LLC
Industry Financial Services
Experience
Gemini Fund Services, LLC August 2001 - Present
Salomon Smith Barney March 1995 - August 2001
Skills
Mutual Funds, Asset Management, Financial Reporting, Fund Administration, Asset Managment, Fund Accounting, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Equities, Investment Advisory, ETFs, Asset Allocation, Investment Management, Securities
Education
University at Albany, SUNY 1987 — 1991
BS, Accounting
Gemini Fund Services, LLC August 2001 - Present
Salomon Smith Barney March 1995 - August 2001
Skills
Mutual Funds, Asset Management, Financial Reporting, Fund Administration, Asset Managment, Fund Accounting, Alternative Investments, Investments, Hedge Funds, Portfolio Management, Equities, Investment Advisory, ETFs, Asset Allocation, Investment Management, Securities
Education
University at Albany, SUNY 1987 — 1991
BS, Accounting
Kiran Gunnam (KP)'s Salomon Smith Barney Experience May 1998 - December 2002
Job Top Secret Cleared IT Professional
Industry Information Technology and Services
Experience
N-tier Inc November 2011 - Present
Capital Area Telugu Society January 2010 - January 2011
Anne Arundel Community College 2010 - 2011
NRH Inc. May 2005 - 2011
Centers for Medicare & Medicaid Services December 2004 - December 2006
Caliber advanced Technology Inc. August 1997 - March 2005
Freddie Mac December 2003 - December 2004
Salomon Smith Barney May 1998 - December 2002
Prudential Insurance May 1997 - May 1998
IBM May 1996 - May 1997
Skills
Oracle RAC, DB2, Database Administration, Sybase, Microsoft SQL Server, Weblogic, Tomcat, Apache, Data Guard, Business Intelligence..., GoldenGate, Oracle, Data Warehousing, Enterprise Architecture, Databases, Unix, Data Modeling, Disaster Recovery, Business Intelligence, SDLC, SQL, Database Design, PL/SQL, Project Management, MySQL, Performance Tuning, Testing, ETL, ITIL, Requirements Analysis, Software Project..., Solaris, SOA
Education
Stevens Institute of Technology 2000 — 2002
Masters, Information Systems
University of Hyderabad 1993 — 1994
VR Siddhartha Engineering College 1989 — 1993
Bachelors in Engineering, Electroinics and Communications
Gowtham Residential Junior College 1987 — 1989
+2, MPC
N-tier Inc November 2011 - Present
Capital Area Telugu Society January 2010 - January 2011
Anne Arundel Community College 2010 - 2011
NRH Inc. May 2005 - 2011
Centers for Medicare & Medicaid Services December 2004 - December 2006
Caliber advanced Technology Inc. August 1997 - March 2005
Freddie Mac December 2003 - December 2004
Salomon Smith Barney May 1998 - December 2002
Prudential Insurance May 1997 - May 1998
IBM May 1996 - May 1997
Skills
Oracle RAC, DB2, Database Administration, Sybase, Microsoft SQL Server, Weblogic, Tomcat, Apache, Data Guard, Business Intelligence..., GoldenGate, Oracle, Data Warehousing, Enterprise Architecture, Databases, Unix, Data Modeling, Disaster Recovery, Business Intelligence, SDLC, SQL, Database Design, PL/SQL, Project Management, MySQL, Performance Tuning, Testing, ETL, ITIL, Requirements Analysis, Software Project..., Solaris, SOA
Education
Stevens Institute of Technology 2000 — 2002
Masters, Information Systems
University of Hyderabad 1993 — 1994
VR Siddhartha Engineering College 1989 — 1993
Bachelors in Engineering, Electroinics and Communications
Gowtham Residential Junior College 1987 — 1989
+2, MPC
Peter Greenbaum's Salomon Smith Barney Experience April 1983 - April 1998
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities October 2011 - Present
IRIS Software Group August 2009 - November 2011
CGI April 2009 - August 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers April 2004 - September 2008
Infusion Development 2000 - November 2004
Salomon Smith Barney April 1983 - April 1998
Skills
Fixed Income, Emerging Markets, Capital Markets, Derivatives, Middle Office, Equities
Education
SetFocus 2000 — 2000
MCSD, Microsoft Client-Server Technologies
University at Buffalo 1979 — 1983
BA, Economics, Mathematics
Nomura Securities October 2011 - Present
IRIS Software Group August 2009 - November 2011
CGI April 2009 - August 2009
Barclays Capital September 2008 - March 2009
Lehman Brothers April 2004 - September 2008
Infusion Development 2000 - November 2004
Salomon Smith Barney April 1983 - April 1998
Skills
Fixed Income, Emerging Markets, Capital Markets, Derivatives, Middle Office, Equities
Education
SetFocus 2000 — 2000
MCSD, Microsoft Client-Server Technologies
University at Buffalo 1979 — 1983
BA, Economics, Mathematics
Kirti Mehta's Salomon Smith Barney Experience April 1999 - February 2000
Job VP Business Manager IPRS Technology at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Barclays Investment Bank April 2015 - Present
Neuberger Berman January 2014 - March 2015
Neuberger Berman Group LLC May 2009 - December 2013
Lehman Brothers December 2008 - April 2009
Lehman Brothers December 2006 - November 2008
Lehman Brothers January 2004 - November 2006
Neuberger Berman October 2002 - December 2003
Neuberger Berman March 2000 - September 2002
SALOMON SMITH BARNEY April 1999 - February 2000
Merrill Lynch February 1999 - April 1999
Skills
Capital & Expense..., Financial Analysis, Contract Management, Expense Budget..., Expense Management, Cost Benefit, Cost Savings, Strategic Sourcing, SAP Procurement, Fixed Income, Financial Services, Equities, SDLC, Business Analysis, Vendor Management, Asset Management, Trading Systems, Market Data, Hedge Funds, Risk Management, Portfolio Management, Investment Banking, Procurement, Management
Education
Stevens Institute of Technology 2001 — 2003
Master's Degree, Master of Science - Information Systems
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor's Degree, Bachelor of Business Administration
Ming Siu's Salomon Smith Barney Experience January 1994 - January 1996
Job Tecarta, Inc. / CoFounder
Industry Computer Software
Experience
Tecarta, Inc. February 2003 - Present
BACC June 1996 - June 2003
Salomon Smith Barney January 1994 - January 1996
Education
The George Washington University 1988 — 1992
BA, Finance, Summa Cum Laude
Tecarta, Inc. February 2003 - Present
BACC June 1996 - June 2003
Salomon Smith Barney January 1994 - January 1996
Education
The George Washington University 1988 — 1992
BA, Finance, Summa Cum Laude
Rich Spinner's Salomon Smith Barney Experience 1984 - 1990
Job Senior Financial Advisor at Edge Wealth
Industry Financial Services
Experience
Edge Wealth Management January 2009 - Present
Deutsche Bank July 2005 - March 2008
Sandler O'Neill 2002 - 2005
Nomura 1990 - 2000
Salomon Smith Barney 1984 - 1990
Education
University at Buffalo 1976 — 1979
BS, Accounting
Edge Wealth Management January 2009 - Present
Deutsche Bank July 2005 - March 2008
Sandler O'Neill 2002 - 2005
Nomura 1990 - 2000
Salomon Smith Barney 1984 - 1990
Education
University at Buffalo 1976 — 1979
BS, Accounting
Jerry Darst's Salomon Smith Barney Experience 1998 - 2001
Job Community Sales Manager
Industry Real Estate
Experience
First Texas Homes August 2012 - Present
Riichmond American Homes January 2010 - February 2011
Lennar April 2005 - January 2008
Cable Lock January 2003 - March 2005
Roto Rooter April 2001 - January 2003
Savvis 2001 - 2001
Salomon Smith Barney 1998 - 2001
SCA Hygiene Products March 1995 - 1998
Skills
Sales, Residential Homes, Selling, New Home Sales, Sales Management, Account Management, Direct Sales, Single Family Homes, Real Estate, First Time Home Buyers, Sellers, Contract Negotiation, Construction, Customer Satisfaction, Real Estate Development, Land Development
Education
Stephen F. Austin State University 1989 — 1994
B.B.A., BUSINESS
First Texas Homes August 2012 - Present
Riichmond American Homes January 2010 - February 2011
Lennar April 2005 - January 2008
Cable Lock January 2003 - March 2005
Roto Rooter April 2001 - January 2003
Savvis 2001 - 2001
Salomon Smith Barney 1998 - 2001
SCA Hygiene Products March 1995 - 1998
Skills
Sales, Residential Homes, Selling, New Home Sales, Sales Management, Account Management, Direct Sales, Single Family Homes, Real Estate, First Time Home Buyers, Sellers, Contract Negotiation, Construction, Customer Satisfaction, Real Estate Development, Land Development
Education
Stephen F. Austin State University 1989 — 1994
B.B.A., BUSINESS
Monica Fisher's Salomon Smith Barney Experience 1997 - 2000
Job Principal Consultant at Systems Evolution, Inc.
Industry Banking
Experience
Systems Evolution, Inc. October 2009 - Present
William J. Clinton Foundation 2009 - February 2010
MetLife 2005 - 2008
CitiInsurance 2002 - 2005
Citigroup 2001 - 2002
Travelers Property Casualty 2000 - 2001
Salomon Smith Barney 1997 - 2000
Skills
Analysis, Budgets, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Finance, Financial Analysis, Financial Modeling, IT Strategy, Management, Management Consulting, New Business Development, Process Improvement, Program Management, Project Management, Project Planning, SDLC, Software Project..., Strategic Planning, Strategy
Education
The Johns Hopkins University 1993 — 1997
BA, International Relations
Systems Evolution, Inc. October 2009 - Present
William J. Clinton Foundation 2009 - February 2010
MetLife 2005 - 2008
CitiInsurance 2002 - 2005
Citigroup 2001 - 2002
Travelers Property Casualty 2000 - 2001
Salomon Smith Barney 1997 - 2000
Skills
Analysis, Budgets, Business Analysis, Business Intelligence, Business Process..., Business Strategy, Finance, Financial Analysis, Financial Modeling, IT Strategy, Management, Management Consulting, New Business Development, Process Improvement, Program Management, Project Management, Project Planning, SDLC, Software Project..., Strategic Planning, Strategy
Education
The Johns Hopkins University 1993 — 1997
BA, International Relations
Andrea Ferrell-Banks's Salomon Smith Barney Experience September 1992 - August 2000
Job Senior Customer Support Analyst
Industry Financial Services
Experience
ABCO Federal Credit Union January 2014 - Present
P.P.T., Inc January 2008 - May 2014
S.E.P.T.A January 2006 - January 2008
New York City Transit Authority January 2000 - January 2006
Salomon Smith Barney September 1992 - August 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Event Planning, Team Building, Budgets, Administrative..., Project Management, Business Strategy, Negotiation, Office Management, Research, Event Management, Payroll, QuickBooks, Interviews, Invoicing, Human Resources, Nonprofits, Community Outreach, Fundraising, Administrative..., Management, Policy, Time Management
Education
Strayer University 2009 — 2012
Bachelor’s degree, Business Administration; Concentration in Human Resource Management
ABCO Federal Credit Union January 2014 - Present
P.P.T., Inc January 2008 - May 2014
S.E.P.T.A January 2006 - January 2008
New York City Transit Authority January 2000 - January 2006
Salomon Smith Barney September 1992 - August 2000
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Event Planning, Team Building, Budgets, Administrative..., Project Management, Business Strategy, Negotiation, Office Management, Research, Event Management, Payroll, QuickBooks, Interviews, Invoicing, Human Resources, Nonprofits, Community Outreach, Fundraising, Administrative..., Management, Policy, Time Management
Education
Strayer University 2009 — 2012
Bachelor’s degree, Business Administration; Concentration in Human Resource Management
Augustine Aversano's Salomon Smith Barney Experience July 1999 - April 2001
Job Settlement Manager at TDsecurities
Industry Investment Banking
Experience
TD March 2010 - Present
JPMorgan October 2005 - February 2010
TD Securities April 2001 - October 2006
Salomon Smith Barney July 1999 - April 2001
Skills
Omgeo Oasys, Fixed Income, Middle Office, Customer Service, Meet Deadlines, ALERT, TAAPS Auctions, Settlement, Hedge Funds, Securities, Derivatives, Asset Management, Finance, Back Office, Bloomberg, Mutual Funds, Banking, Equities, Series 7
Education
Stockton University 1995 — 1999
BA, Business Management
TD March 2010 - Present
JPMorgan October 2005 - February 2010
TD Securities April 2001 - October 2006
Salomon Smith Barney July 1999 - April 2001
Skills
Omgeo Oasys, Fixed Income, Middle Office, Customer Service, Meet Deadlines, ALERT, TAAPS Auctions, Settlement, Hedge Funds, Securities, Derivatives, Asset Management, Finance, Back Office, Bloomberg, Mutual Funds, Banking, Equities, Series 7
Education
Stockton University 1995 — 1999
BA, Business Management
Jamie Viceconte's Salomon Smith Barney Experience 2000 - 2002
Job Managing Director Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
AllianceBernstein August 2013 - Present
GMG INVESTMENT ADVISORS, LLC / ODISEA ASSET MANAGEMENT, LLC 2009 - June 2013
Citigroup Global Markets, Inc. 2002 - 2009
Salomon Smith Barney 2000 - 2002
Salomon Brothers Inc 1993 - 2000
FBS Mortgage Corp. 1992 - 1993
JP Morgan Securities, Inc. 1987 - 1992
Skills
Derivatives, Credit, Investments, Risk Management, Structured Finance, Fixed Income, Finance, Private Equity, Portfolio Management, Real Estate, Securitization, Series 7, Valuation, Corporate Finance, Asset Managment, Loans, ABS, Capital Markets, Emerging Markets, Hedge Funds, Due Diligence, Financial Modeling, Financial Structuring, Alternative Investments
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance/Economics
Fordham University - Gabelli School of Business 1981 — 1985
BS, Finance
Leslie Fisher's Salomon Smith Barney Experience December 1996 - August 1999
Job Benefits Service Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt September 2008 - Present
Hewitt Associates February 2006 - September 2008
Merrill Lynch February 2005 - February 2006
Hewitt Associates February 2001 - February 2005
Hewitt Associates August 1999 - February 2001
Salomon Smith Barney December 1996 - August 1999
Education
Stockton University 1992 — 1996
BA, International Business
Aon Hewitt September 2008 - Present
Hewitt Associates February 2006 - September 2008
Merrill Lynch February 2005 - February 2006
Hewitt Associates February 2001 - February 2005
Hewitt Associates August 1999 - February 2001
Salomon Smith Barney December 1996 - August 1999
Education
Stockton University 1992 — 1996
BA, International Business
Lisa Breslin's Salomon Smith Barney Experience 1991 - 2002
Job Market Administrator at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2002 - Present
Salomon Smith Barney 1991 - 2002
Education
Temple University
Wells Fargo Advisors 2002 - Present
Salomon Smith Barney 1991 - 2002
Education
Temple University
Edward Chen's Salomon Smith Barney Experience 2001 - 2003
Job Corporate Development at VMware
Industry Computer Software
Experience
VMware 2010 - Present
Episodic (acquired by Google) 2009 - 2010
Citigroup 2006 - 2008
Citigroup 2004 - 2006
TVG Capital Partners 2003 - 2004
Salomon Smith Barney 2001 - 2003
Skills
Mergers, Financial Modeling, Corporate Development, Investment Banking, Venture Capital, Investments, Contract Negotiation, Strategic Planning, Business Strategy, Business Operations, Financial Analysis, Acquisitions, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions, Start-ups, Strategy, Strategic Partnerships, Executive Management, Competitive Analysis, Finance, Acquisition Integration, Business Development, M&A experience, Business Alliances, Go-to-market Strategy, SaaS
Education
University of California, Berkeley 1997 — 2000
BS, Business Administration
VMware 2010 - Present
Episodic (acquired by Google) 2009 - 2010
Citigroup 2006 - 2008
Citigroup 2004 - 2006
TVG Capital Partners 2003 - 2004
Salomon Smith Barney 2001 - 2003
Skills
Mergers, Financial Modeling, Corporate Development, Investment Banking, Venture Capital, Investments, Contract Negotiation, Strategic Planning, Business Strategy, Business Operations, Financial Analysis, Acquisitions, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions, Start-ups, Strategy, Strategic Partnerships, Executive Management, Competitive Analysis, Finance, Acquisition Integration, Business Development, M&A experience, Business Alliances, Go-to-market Strategy, SaaS
Education
University of California, Berkeley 1997 — 2000
BS, Business Administration
Leete Jackson's Salomon Smith Barney Experience August 1994 - January 2002
Job Fulcrum Specialty Resources, LLC
Industry Financial Services
Experience
Fulcrum Specialty Resources, LLC 2013 - Present
Physicians' Capital Markets March 2009 - December 2013
Tanglewood/TruMedical (now Stanislaus Surgical Hospital) May 2010 - June 2011
Oncuris Cancer Centers, LLC October 2006 - November 2009
Cirrus Health 2002 - 2005
Salomon Smith Barney August 1994 - January 2002
Skills
Healthcare Consulting, Real Estate Development, Healthcare Management, Healthcare, Due Diligence, Financial Analysis, Mergers, New Business Development, Start-ups, Real Estate, Investment Properties, Business Development, Business Planning, Marketing, Mergers & Acquisitions, Contract Negotiation, Strategy, Management, Valuation, Investments, Strategic Planning, Leadership, Business Strategy, Real Estate Economics, Asset Management, Private Equity, Venture Capital, Finance, Financial Structuring, Market Analysis, Acquisitions, Financial Modeling, Brokerage, Disposition, Real Estate Transactions, Commercial Real Estate
Education
SMU Cox School Of Business 2002 — 2004
Finance, Real Estate, MBA
The University of Texas at Austin 1990 — 1994
Economics, BA
Fulcrum Specialty Resources, LLC 2013 - Present
Physicians' Capital Markets March 2009 - December 2013
Tanglewood/TruMedical (now Stanislaus Surgical Hospital) May 2010 - June 2011
Oncuris Cancer Centers, LLC October 2006 - November 2009
Cirrus Health 2002 - 2005
Salomon Smith Barney August 1994 - January 2002
Skills
Healthcare Consulting, Real Estate Development, Healthcare Management, Healthcare, Due Diligence, Financial Analysis, Mergers, New Business Development, Start-ups, Real Estate, Investment Properties, Business Development, Business Planning, Marketing, Mergers & Acquisitions, Contract Negotiation, Strategy, Management, Valuation, Investments, Strategic Planning, Leadership, Business Strategy, Real Estate Economics, Asset Management, Private Equity, Venture Capital, Finance, Financial Structuring, Market Analysis, Acquisitions, Financial Modeling, Brokerage, Disposition, Real Estate Transactions, Commercial Real Estate
Education
SMU Cox School Of Business 2002 — 2004
Finance, Real Estate, MBA
The University of Texas at Austin 1990 — 1994
Economics, BA
Kevin Denney's Salomon Smith Barney Experience February 1998 - September 2001
Job Investment Banking Associate
Industry Financial Services
Experience
Gulf & Pacific Group October 2012 - Present
ISI Capital May 2008 - May 2011
Sterne Agee & Leach June 2007 - April 2008
The Benchmark Company March 2004 - June 2007
Brean Murray, Carret & Co September 2001 - March 2004
Salomon Smith Barney February 1998 - September 2001
Donaldson, Lufkin & Jenrette July 1996 - February 1998
Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management
Education
Tulane University 1993 — 1995
Masters of Accounting, Accounting
Tulane University 1989 — 1993
Bachelor of Science in Management, Business
Gulf & Pacific Group October 2012 - Present
ISI Capital May 2008 - May 2011
Sterne Agee & Leach June 2007 - April 2008
The Benchmark Company March 2004 - June 2007
Brean Murray, Carret & Co September 2001 - March 2004
Salomon Smith Barney February 1998 - September 2001
Donaldson, Lufkin & Jenrette July 1996 - February 1998
Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management
Education
Tulane University 1993 — 1995
Masters of Accounting, Accounting
Tulane University 1989 — 1993
Bachelor of Science in Management, Business
Kelly Ann Wilson's Salomon Smith Barney Experience October 1989 - June 2000
Job Owner, Lead Instructor at Developmental Finance Company, LLC
Industry Financial Services
Experience
Developmental Finance Company, LLC May 2007 - Present
Holy Trinity Catholic Middle School August 2000 - June 2009
University of South Carolina August 2004 - May 2005
Northwestern Mutual Financial Network, Charlotte May 2002 - January 2004
Salomon Smith Barney October 1989 - June 2000
Education
University of South Carolina-Columbia 2004 — 2007
Ph.D, Educational Psychology & Research - Cognate in Finance
The Sage Colleges-Sage Graduate School
M.S., Elementary Education
The Sage Colleges - Russell Sage College
B.A., Economics
Developmental Finance Company, LLC May 2007 - Present
Holy Trinity Catholic Middle School August 2000 - June 2009
University of South Carolina August 2004 - May 2005
Northwestern Mutual Financial Network, Charlotte May 2002 - January 2004
Salomon Smith Barney October 1989 - June 2000
Education
University of South Carolina-Columbia 2004 — 2007
Ph.D, Educational Psychology & Research - Cognate in Finance
The Sage Colleges-Sage Graduate School
M.S., Elementary Education
The Sage Colleges - Russell Sage College
B.A., Economics
Shawn Boyd's Salomon Smith Barney Experience June 1998 - March 2000
Job Founder & Portfolio Manager at Next Mark Capital, LLC
Industry Investment Management
Experience
Next Mark Capital, LLC August 2012 - Present
Westcliff Capital Management, LLC May 2005 - July 2012
Duncan-Hurst Capital Management, LP March 2000 - April 2005
Salomon Smith Barney June 1998 - March 2000
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Asset Managment, Capital Markets, Equity Research, Investment Management, Asset Management, Trading, Investment Strategies, Equity Valuation, Investment Banking, Fixed Income
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
University of Virginia 1989 — 1993
BS, McIntire School of Commerce
Next Mark Capital, LLC August 2012 - Present
Westcliff Capital Management, LLC May 2005 - July 2012
Duncan-Hurst Capital Management, LP March 2000 - April 2005
Salomon Smith Barney June 1998 - March 2000
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Bloomberg, Asset Managment, Capital Markets, Equity Research, Investment Management, Asset Management, Trading, Investment Strategies, Equity Valuation, Investment Banking, Fixed Income
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
University of Virginia 1989 — 1993
BS, McIntire School of Commerce
Trevor King's Salomon Smith Barney Experience May 1997 - March 1999
Job Senior Technical Specialist at Citigroup
Industry Financial Services
Experience
Citigroup September 2010 - Present
Merrill Lynch (BofA) November 2009 - September 2010
MarketAxess April 2000 - July 2009
TradingEdge April 2000 - March 2001
Bear Stearns March 1999 - April 2000
Salomon Smith Barney May 1997 - March 1999
Swiss Bank Corp (now UBS) June 1991 - May 1997
Lehman Brothers July 1989 - June 1991
Prudential Bache (now Prudential Financial) June 1988 - July 1989
International Financial Systems September 1987 - May 1988
Skills
JMS, Sybase, Enterprise Architecture, Oracle, Ant, Perl, Databases, Java, Microsoft SQL Server, JDBC, Fixed Income, SDLC, Requirements Analysis, Unix Shell Scripting, Core Java, Software Development, Spring, Performance Tuning, Groovy, MongoDB
Education
Stevens Institute of Technology 1982 — 1987
BS, Management Information System
Citigroup September 2010 - Present
Merrill Lynch (BofA) November 2009 - September 2010
MarketAxess April 2000 - July 2009
TradingEdge April 2000 - March 2001
Bear Stearns March 1999 - April 2000
Salomon Smith Barney May 1997 - March 1999
Swiss Bank Corp (now UBS) June 1991 - May 1997
Lehman Brothers July 1989 - June 1991
Prudential Bache (now Prudential Financial) June 1988 - July 1989
International Financial Systems September 1987 - May 1988
Skills
JMS, Sybase, Enterprise Architecture, Oracle, Ant, Perl, Databases, Java, Microsoft SQL Server, JDBC, Fixed Income, SDLC, Requirements Analysis, Unix Shell Scripting, Core Java, Software Development, Spring, Performance Tuning, Groovy, MongoDB
Education
Stevens Institute of Technology 1982 — 1987
BS, Management Information System
Pavel Smyshlyaev's Salomon Smith Barney Experience 2000 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Peter Wilbert's Salomon Smith Barney Experience August 1992 - March 1998
Job
Industry Management Consulting
Experience
A.T. Kearney September 2011 - 2013
Central Hardwoods, Inc. April 2000 - May 2011
Central Hardwoods, Inc. April 1998 - April 2000
Salomon Smith Barney August 1992 - March 1998
Skills
Strategy, Management Consulting, Operations Management, Supply Chain, Supply Chain Management, Procurement, Strategic Sourcing, Strategic Planning, Business Process..., Process Improvement, Project Management, Analysis, Business Transformation, Financial Analysis, Competitive Analysis, Market Analysis, Management, Business Analysis, Forecasting, Logistics, Budgets, Manufacturing..., Transportation..., Market Research, Financial Market..., Currency Market Research, P&L Management, Operating Budgets, Process Management, Continuous Improvement, Purchasing, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA)
The University of Dallas
St. Mark's School of Texas
A.T. Kearney September 2011 - 2013
Central Hardwoods, Inc. April 2000 - May 2011
Central Hardwoods, Inc. April 1998 - April 2000
Salomon Smith Barney August 1992 - March 1998
Skills
Strategy, Management Consulting, Operations Management, Supply Chain, Supply Chain Management, Procurement, Strategic Sourcing, Strategic Planning, Business Process..., Process Improvement, Project Management, Analysis, Business Transformation, Financial Analysis, Competitive Analysis, Market Analysis, Management, Business Analysis, Forecasting, Logistics, Budgets, Manufacturing..., Transportation..., Market Research, Financial Market..., Currency Market Research, P&L Management, Operating Budgets, Process Management, Continuous Improvement, Purchasing, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
Master of Business Administration (MBA)
The University of Dallas
St. Mark's School of Texas
Amanda Welling's Salomon Smith Barney Experience January 1999 - July 2000
Job
Industry Financial Services
Experience
H&R Block Lakeway January 2008 - Present
Salomon Smith Barney January 1999 - July 2000
Skills
Budgets, Strategic Planning, Spanish, Microsoft Office, Leadership, Research
Education
The University of Texas at Austin 1993 — 1995
MBA
ITESM 1980 — 1984
Bachelor in Communications
H&R Block Lakeway January 2008 - Present
Salomon Smith Barney January 1999 - July 2000
Skills
Budgets, Strategic Planning, Spanish, Microsoft Office, Leadership, Research
Education
The University of Texas at Austin 1993 — 1995
MBA
ITESM 1980 — 1984
Bachelor in Communications
Shari Lyle's Salomon Smith Barney Experience 2005 - 2008
Job Investment Advisor at First Tennessee Bank
Industry Banking
Experience
First Tennessee Bank November 2008 - Present
Salomon Smith Barney 2005 - 2008
Skills
Loans, Investments, Series 7, Strategic Financial..., Retirement Planning, Credit, Mortgage Lending, Banking, Financial Analysis, Finance, Commercial Lending, Relationship Management
Education
The Ohio State University 1980 — 1984
BSBA, Marketing, Finance
First Tennessee Bank November 2008 - Present
Salomon Smith Barney 2005 - 2008
Skills
Loans, Investments, Series 7, Strategic Financial..., Retirement Planning, Credit, Mortgage Lending, Banking, Financial Analysis, Finance, Commercial Lending, Relationship Management
Education
The Ohio State University 1980 — 1984
BSBA, Marketing, Finance
Ken Chau's Salomon Smith Barney Experience March 1997 - February 1998
Job Executive Director IT
Industry Financial Services
Experience
Morgan Stanley February 1998 - February 2015
Salomon Smith Barney March 1997 - February 1998
Salomon Smith Barney March 1997 - February 1998
Education
University at Buffalo 1986 — 1989
Morgan Stanley February 1998 - February 2015
Salomon Smith Barney March 1997 - February 1998
Salomon Smith Barney March 1997 - February 1998
Education
University at Buffalo 1986 — 1989
David Daniels's Salomon Smith Barney Experience June 2006 - August 2006
Job AVP at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
IFC - International Finance Corporation July 2013 - August 2013
UBS Wealth Management March 2010 - August 2012
Merrill Lynch July 2008 - May 2009
Susquehanna International Group October 2007 - May 2008
Salomon Smith Barney June 2006 - August 2006
Skills
Investment Banking, Equities, Securities, Valuation, ETFs, Fixed Income, Hedge Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Management, Portfolio Management, Credit, Bonds, Structured Products, Trading, Investments, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yeshiva University 2005 — 2008
Bachelor's degree, Finance, General
Citi July 2014 - Present
IFC - International Finance Corporation July 2013 - August 2013
UBS Wealth Management March 2010 - August 2012
Merrill Lynch July 2008 - May 2009
Susquehanna International Group October 2007 - May 2008
Salomon Smith Barney June 2006 - August 2006
Skills
Investment Banking, Equities, Securities, Valuation, ETFs, Fixed Income, Hedge Funds, Alternative Investments, Financial Markets, Wealth Management, Investment Management, Portfolio Management, Credit, Bonds, Structured Products, Trading, Investments, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Yeshiva University 2005 — 2008
Bachelor's degree, Finance, General
Julius Williams, III's Salomon Smith Barney Experience 1999 - 2002
Job Compliance Director Internal Investigations & Regulatory Response
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
Jay Fong,CFP®'s Salomon Smith Barney Experience February 2001 - April 2006
Job Managing Partner at Concentrum Wealth Management
Industry Financial Services
Experience
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Concentrum Wealth Management April 2013 - Present
Raymond James March 2009 - April 2013
A.G. Edwards & Sons, Inc. April 2006 - March 2009
Salomon Smith Barney February 2001 - April 2006
Education
University of Arkansas
Richard Blackett's Salomon Smith Barney Experience 1996 - 1999
Job Senior Advisor at Jaguar Growth Partners
Industry Investment Banking
Experience
Jaguar Growth Partners March 2014 - Present
Citigroup 1999 - October 2013
Salomon Smith Barney 1996 - 1999
Salomon Brothers August 1983 - January 1996
Skills
Equity Capital Markets, Emerging Markets, Investment Banking, Capital Markets, Mergers & Acquisitions, IPO, Private Placements, Capital Raising, Funding, Mutual Funds, Private Equity, Equities, Fixed Income, Valuation, Hedge Funds, Financial Markets, Latin America
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
The London School of Economics and Political Science (LSE) 1975 — 1978
B Sc Econ, Intl History
Fettes College, Edinburgh 1969 — 1974
Jaguar Growth Partners March 2014 - Present
Citigroup 1999 - October 2013
Salomon Smith Barney 1996 - 1999
Salomon Brothers August 1983 - January 1996
Skills
Equity Capital Markets, Emerging Markets, Investment Banking, Capital Markets, Mergers & Acquisitions, IPO, Private Placements, Capital Raising, Funding, Mutual Funds, Private Equity, Equities, Fixed Income, Valuation, Hedge Funds, Financial Markets, Latin America
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
The London School of Economics and Political Science (LSE) 1975 — 1978
B Sc Econ, Intl History
Fettes College, Edinburgh 1969 — 1974
Mark Tunkel's Salomon Smith Barney Experience January 2001 - January 2002
Job Insurance Specialist Santander Bank
Industry Financial Services
Experience
Santander Investment Securities Inc May 2015 - Present
Capital One February 2014 - May 2015
Charter Oak/Mass Mutual February 2013 - January 2014
HSBC June 2010 - February 2013
LPL (formerly IFMG)/Astoria Federal Savings March 2002 - June 2010
Salomon Smith Barney January 2001 - January 2002
Education
State University of New York at Stony Brook
BS
Santander Investment Securities Inc May 2015 - Present
Capital One February 2014 - May 2015
Charter Oak/Mass Mutual February 2013 - January 2014
HSBC June 2010 - February 2013
LPL (formerly IFMG)/Astoria Federal Savings March 2002 - June 2010
Salomon Smith Barney January 2001 - January 2002
Education
State University of New York at Stony Brook
BS
Robert Negro's Salomon Smith Barney Experience September 2000 - September 2002
Job Natural Gas Trader
Industry Oil & Energy
Experience
BTG Pactual May 2015 - Present
Citibank June 2014 - March 2015
Deutsche Bank July 2008 - May 2014
Chevron July 2007 - July 2008
NYMEX December 2003 - July 2007
Salomon Smith Barney September 2000 - September 2002
Skills
Bloomberg
Education
Union College 1991 — 1995
BA, Economics
Hackley School 1987 — 1991
BTG Pactual May 2015 - Present
Citibank June 2014 - March 2015
Deutsche Bank July 2008 - May 2014
Chevron July 2007 - July 2008
NYMEX December 2003 - July 2007
Salomon Smith Barney September 2000 - September 2002
Skills
Bloomberg
Education
Union College 1991 — 1995
BA, Economics
Hackley School 1987 — 1991
Greg Giddens's Salomon Smith Barney Experience October 2000 - February 2003
Job Regional Sales Manager at GAF Materials Corporation
Industry Building Materials
Experience
GAF Materials Corporation 2012 - Present
GAF Materials Corporation November 2007 - January 2012
GAF-ELK February 2006 - November 2007
W.W. Grainger March 2005 - February 2006
Charles Schwab March 2003 - February 2005
Salomon Smith Barney October 2000 - February 2003
W.W. Grainger January 1996 - September 2000
W.W. Grainger January 1992 - December 1995
Skills
Pricing, New Business Development, Sales Management, Sales Operations, Forecasting, Selling, Operations Management, Building Materials, Sales, Sales Process, Contract Negotiation, Contract Management, Purchasing, Business Development, Inventory Management, Cold Calling, Account Management, Income Statement, Sales Presentations, B2B, P&L Management, Direct Sales, Key Account Development, Negotiation, Sales Force Development, Team Building, Key Account Management, Competitive Analysis, National Accounts, Outside Sales, Product Development, Trade Shows, Customer Retention, Profit, Budgets, Cross-functional Team..., Business Planning, Market Planning, Pricing Strategy, Customer Satisfaction, Sales Growth, P&L, Product Marketing, International Sales, Market Development, Strategic Planning, Strategy, Distributors, CRM, Solution Selling
Education
Columbia University Business School - Executive Education 2011 — 2011
Negotiation / Decision-Making Strategies
University of Notre Dame - Mendoza College of Business 2011 — 2011
Executive Integral Leadership
The University of Dallas 2000 — 2005
MBA, Corporate Finance
Texas A&M University 1987 — 1991
BS in Engineering, Industrial Distribution
GAF Materials Corporation 2012 - Present
GAF Materials Corporation November 2007 - January 2012
GAF-ELK February 2006 - November 2007
W.W. Grainger March 2005 - February 2006
Charles Schwab March 2003 - February 2005
Salomon Smith Barney October 2000 - February 2003
W.W. Grainger January 1996 - September 2000
W.W. Grainger January 1992 - December 1995
Skills
Pricing, New Business Development, Sales Management, Sales Operations, Forecasting, Selling, Operations Management, Building Materials, Sales, Sales Process, Contract Negotiation, Contract Management, Purchasing, Business Development, Inventory Management, Cold Calling, Account Management, Income Statement, Sales Presentations, B2B, P&L Management, Direct Sales, Key Account Development, Negotiation, Sales Force Development, Team Building, Key Account Management, Competitive Analysis, National Accounts, Outside Sales, Product Development, Trade Shows, Customer Retention, Profit, Budgets, Cross-functional Team..., Business Planning, Market Planning, Pricing Strategy, Customer Satisfaction, Sales Growth, P&L, Product Marketing, International Sales, Market Development, Strategic Planning, Strategy, Distributors, CRM, Solution Selling
Education
Columbia University Business School - Executive Education 2011 — 2011
Negotiation / Decision-Making Strategies
University of Notre Dame - Mendoza College of Business 2011 — 2011
Executive Integral Leadership
The University of Dallas 2000 — 2005
MBA, Corporate Finance
Texas A&M University 1987 — 1991
BS in Engineering, Industrial Distribution
Thomas L. di Galoma's Salomon Smith Barney Experience October 1990 - January 1998
Job Sr Managing Director, Head of Fixed Income Rates & Credit at ED&F MAN
Industry Financial Services
Experience
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
E D & F MAN May 2013 - Present
Navigate Advisors LLC February 2012 - May 2013
Pierpont Securities June 2011 - January 2012
Guggenheim Partners March 2009 - April 2011
Jefferies & Company October 2003 - March 2009
Merrill Lynch May 2000 - October 2003
BNP Paribas February 1998 - April 2000
Salomon Smith Barney October 1990 - January 1998
Skills
Fixed Income Trading..., Series 3, 7, 24 & 63, Equities, Capital Markets, Options, Valuation, Securities, Trading, Derivatives, Sales, Financial Markets, Structured Products, Credit Derivatives, Hedge Funds, Bonds, Trading Systems, Rates, Bloomberg, Fixed Income, Interest Rates
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
American University
Bachelor of Science (BS), Political Science and Government
Ped Nemati's Salomon Smith Barney Experience July 1997 - September 1998
Job Vice President at Nemati Inc.
Industry Luxury Goods & Jewelry
Experience
Nemati Inc. September 1998 - Present
Salomon Smith Barney July 1997 - September 1998
Education
University at Albany, SUNY 1993 — 1997
Bachelor of Science, Business Administration - Finance
Nemati Inc. September 1998 - Present
Salomon Smith Barney July 1997 - September 1998
Education
University at Albany, SUNY 1993 — 1997
Bachelor of Science, Business Administration - Finance
Christian Greer's Salomon Smith Barney Experience September 2005 - December 2005
Job Product Positioning and Analytics at Quantitative Management Associates LLC
Industry Financial Services
Experience
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Quantitative Management Associates LLC March 2015 - Present
Allianz Global Investors December 2014 - February 2015
Bridgewater Associates January 2013 - June 2014
Franklin Templeton Investments July 2008 - July 2010
Franklin Templeton Investments July 2006 - July 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Financial Modeling, Equities, Finance, Bloomberg, Analysis, Alternative Investments, Analytics, Asset Allocation, Asset Management, Corporate Finance, Data Analysis, Financial Analysis, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income Portfolio..., Investment Strategies, SQL
Education
Trinity College-Hartford 2002 — 2006
B.A., Economics
Fairfield Prep
Carrie McBride's Salomon Smith Barney Experience October 1998 - October 2007
Job Research Communications Manager at The Ohio State University
Industry Higher Education
Experience
The Ohio State University October 2009 - Present
The Ohio State University October 2007 - October 2009
Salomon Smith Barney October 1998 - October 2007
Education
The Ohio State University 1991 — 1996
BFA, Painting
The Ohio State University October 2009 - Present
The Ohio State University October 2007 - October 2009
Salomon Smith Barney October 1998 - October 2007
Education
The Ohio State University 1991 — 1996
BFA, Painting
Jesus Muniz's Salomon Smith Barney Experience July 2004 - August 2004
Job Assistant Vice President Enhanced Due Diligence Analyst
Industry Banking
Experience
Barclays May 2013 - Present
Citi January 2011 - April 2013
Deutsche Bank September 2005 - December 2010
Salomon Smith Barney July 2004 - August 2004
Salomon Smith Barney July 2003 - August 2003
Citibank July 2000 - August 2000
Skills
AML, Banking, Lotus Notes, Microsoft Office, Bloomberg, Due Diligence, KYC, Financial Risk, Credit Risk, OFAC, Accounting, Hedge Funds, Credit, Financial Services, Securities, Risk Management, Anti Money Laundering
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, CPA Accounting and Finance
Barclays May 2013 - Present
Citi January 2011 - April 2013
Deutsche Bank September 2005 - December 2010
Salomon Smith Barney July 2004 - August 2004
Salomon Smith Barney July 2003 - August 2003
Citibank July 2000 - August 2000
Skills
AML, Banking, Lotus Notes, Microsoft Office, Bloomberg, Due Diligence, KYC, Financial Risk, Credit Risk, OFAC, Accounting, Hedge Funds, Credit, Financial Services, Securities, Risk Management, Anti Money Laundering
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, CPA Accounting and Finance
Joseph Flanagan's Salomon Smith Barney Experience May 2000 - June 2001
Job Field Service Manager/Production Coordinator at Raritan Valve & Automation
Industry Industrial Automation
Experience
Raritan Valve & Automation, Inc. April 2012 - Present
A&M Industrial February 2008 - April 2012
F&A Data Systems May 2001 - June 2004
Salomon Smith Barney May 2000 - June 2001
PerkinElmer June 1995 - December 1999
Hoechst-Celanese March 1990 - April 1995
Ciba-Geigy June 1984 - January 1990
Skills
Automation, Troubleshooting, Instrumentation, Power Plants, Electronics, Process Control, Quality Control, Contract Management, HPLC, Project Management, Purchasing, Electrical Engineering, Valves
Education
Chubb Institute /Chubb C++ Boot Camp 1999 — 2000
Certificate, C++
Stevens Institute of Technology
Analytical Chemistry
Raritan Valve & Automation, Inc. April 2012 - Present
A&M Industrial February 2008 - April 2012
F&A Data Systems May 2001 - June 2004
Salomon Smith Barney May 2000 - June 2001
PerkinElmer June 1995 - December 1999
Hoechst-Celanese March 1990 - April 1995
Ciba-Geigy June 1984 - January 1990
Skills
Automation, Troubleshooting, Instrumentation, Power Plants, Electronics, Process Control, Quality Control, Contract Management, HPLC, Project Management, Purchasing, Electrical Engineering, Valves
Education
Chubb Institute /Chubb C++ Boot Camp 1999 — 2000
Certificate, C++
Stevens Institute of Technology
Analytical Chemistry
Brian Lei's Salomon Smith Barney Experience 2001 - 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Deutsche Bank 2013 - Present
CGI 2012 - 2012
Citi 2008 - 2011
Salomon Smith Barney 2001 - 2008
Smith Barney 1997 - 2001
Skills
Mortgage backed trade..., Java, C++, C#, Shell Scripting, Perl, Oracle, Sybase, Microsoft SQL Server, TIBCO Rendezvous, Unix
Education
SUNY Stony Brook 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.2
SUNY at Stony Brook 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Applied Math and Statistics, 3.5
Deutsche Bank 2013 - Present
CGI 2012 - 2012
Citi 2008 - 2011
Salomon Smith Barney 2001 - 2008
Smith Barney 1997 - 2001
Skills
Mortgage backed trade..., Java, C++, C#, Shell Scripting, Perl, Oracle, Sybase, Microsoft SQL Server, TIBCO Rendezvous, Unix
Education
SUNY Stony Brook 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.2
SUNY at Stony Brook 1993 — 1997
Bachelor of Applied Science (B.A.Sc.), Applied Math and Statistics, 3.5
Scott Wardrum's Salomon Smith Barney Experience August 1995 - August 1998
Job Owner
Industry Financial Services
Experience
Wardrum Consulting LLC January 2010 - Present
Credit Suisse 2000 - December 2009
Prudential Investments September 1998 - December 1999
Salomon Smith Barney August 1995 - August 1998
Skills
Structured Finance, Finance, Aircraft Leasing, Loans, Securitization, ABS, Cash Flow Forecasting, Investment Banking, Derivatives, Equities, Business Analysis, Fixed Income, C#, Programming, Microsoft Excel, Railcars, Commercial Leasing
Education
UCLA Extension 2012 — 2014
Applications Programming Certificate in C#, Computers and Information Science
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Electrical and Electronics Engineering
University School 1983 — 1990
HS Diploma
Wardrum Consulting LLC January 2010 - Present
Credit Suisse 2000 - December 2009
Prudential Investments September 1998 - December 1999
Salomon Smith Barney August 1995 - August 1998
Skills
Structured Finance, Finance, Aircraft Leasing, Loans, Securitization, ABS, Cash Flow Forecasting, Investment Banking, Derivatives, Equities, Business Analysis, Fixed Income, C#, Programming, Microsoft Excel, Railcars, Commercial Leasing
Education
UCLA Extension 2012 — 2014
Applications Programming Certificate in C#, Computers and Information Science
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Electrical and Electronics Engineering
University School 1983 — 1990
HS Diploma
Marshall Shapiro's Salomon Smith Barney Experience 1998 - 1999
Job Senior Member of Technical Staff at Draper Laboratory
Industry Defense & Space
Experience
Draper Laboratory November 2002 - July 2013
3Path Inc 1999 - 2001
Salomon Smith Barney 1998 - 1999
IBM Watson Research Center 1994 - 1998
Skills
Software Engineering, Engineering Management, System Design, System Architecture, Java, C++, Algorithms, Perl, Matlab, C, Domain Modeling, MVC, JMS, XML, JSON, UML, SQL, JSP, XMLBeans, JDBC, Servlets, Doors, CMMI, Simulations, Embedded Software, Space Systems
Education
Columbia University - School of Engineering and Applied Science
Master of Science (MS), Computer Science
State University of New York at Albany
BS
Draper Laboratory November 2002 - July 2013
3Path Inc 1999 - 2001
Salomon Smith Barney 1998 - 1999
IBM Watson Research Center 1994 - 1998
Skills
Software Engineering, Engineering Management, System Design, System Architecture, Java, C++, Algorithms, Perl, Matlab, C, Domain Modeling, MVC, JMS, XML, JSON, UML, SQL, JSP, XMLBeans, JDBC, Servlets, Doors, CMMI, Simulations, Embedded Software, Space Systems
Education
Columbia University - School of Engineering and Applied Science
Master of Science (MS), Computer Science
State University of New York at Albany
BS
Jennifer Hsui's Salomon Smith Barney Experience March 2001 - May 2003
Job Managing Director, Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors (acquired by BlackRock in 2009) January 2008 - December 2009
Barclays Global Investors February 2006 - January 2008
RBC Capital Markets May 2003 - January 2006
Salomon Smith Barney March 2001 - May 2003
Deutsche Bank June 2000 - March 2001
Skills
Portfolio Management, Index Funds, Domestic equities, International equities, Emerging Markets, ETFs, Team Leadership, Equities
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree, Biology and Economics
BlackRock January 2011 - Present
BlackRock December 2009 - January 2011
Barclays Global Investors (acquired by BlackRock in 2009) January 2008 - December 2009
Barclays Global Investors February 2006 - January 2008
RBC Capital Markets May 2003 - January 2006
Salomon Smith Barney March 2001 - May 2003
Deutsche Bank June 2000 - March 2001
Skills
Portfolio Management, Index Funds, Domestic equities, International equities, Emerging Markets, ETFs, Team Leadership, Equities
Education
University of California, Berkeley 1993 — 1997
Bachelor's degree, Biology and Economics
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers