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
Steven Goon Steven Goon's Salomon Smith Barney Experience 1997 - 1999
Job Plant Manager New facility start up
Industry Environmental Services
Experience
International Mulch Company October 2015 - Present
DS Services / Cott Corp. January 2014 - September 2015
Compass Minerals July 2008 - June 2013
Comprehensive Wealth Management Advisors 2006 - 2008
Commonwealth Financial Group & Kingsbury BDG January 2005 - October 2006
George S. May International 2004 - 2004
The Hartford 2003 - 2004
Prudential Financial January 2000 - July 2002
Salomon Smith Barney 1997 - 1999
McDonnell Douglas June 1988 - July 1996
Skills
Process Improvement, Teamwork, Strategic Planning, Project Management, Business Development, Operations Management, Team Building, Change Management, Business Analysis, Business Planning, Quality Management, Team Leadership, Business Strategy, Project Planning, SPC, Auditing, Production Planning, Microsoft Office, Manufacturing, New Business Development, Negotiation, Sales Management, Plant Management, Forecasting, Budgets, Product Development, Supply Chain Management, Coaching, Sales, Leadership, Quality System, Engineering, Inventory Management, Microsoft Excel, Cross-functional Team..., Contract Negotiation, Account Management, Troubleshooting, Root Cause Analysis, Quality Assurance, Analysis, Lean Manufacturing, Supply Chain, Process Scheduler, Procurement, Customer Service, Management, Process Engineering, Logistics, DMAIC
Education
University of Phoenix 1994 — 1996
MBA, Technology Management
Western Maryland College 1979 — 1983
B.A, Chemistry
International Mulch Company October 2015 - Present
DS Services / Cott Corp. January 2014 - September 2015
Compass Minerals July 2008 - June 2013
Comprehensive Wealth Management Advisors 2006 - 2008
Commonwealth Financial Group & Kingsbury BDG January 2005 - October 2006
George S. May International 2004 - 2004
The Hartford 2003 - 2004
Prudential Financial January 2000 - July 2002
Salomon Smith Barney 1997 - 1999
McDonnell Douglas June 1988 - July 1996
Skills
Process Improvement, Teamwork, Strategic Planning, Project Management, Business Development, Operations Management, Team Building, Change Management, Business Analysis, Business Planning, Quality Management, Team Leadership, Business Strategy, Project Planning, SPC, Auditing, Production Planning, Microsoft Office, Manufacturing, New Business Development, Negotiation, Sales Management, Plant Management, Forecasting, Budgets, Product Development, Supply Chain Management, Coaching, Sales, Leadership, Quality System, Engineering, Inventory Management, Microsoft Excel, Cross-functional Team..., Contract Negotiation, Account Management, Troubleshooting, Root Cause Analysis, Quality Assurance, Analysis, Lean Manufacturing, Supply Chain, Process Scheduler, Procurement, Customer Service, Management, Process Engineering, Logistics, DMAIC
Education
University of Phoenix 1994 — 1996
MBA, Technology Management
Western Maryland College 1979 — 1983
B.A, Chemistry
Janet A. Nichols Janet A. Nichols's Salomon Smith Barney Experience January 1984 - June 2008
Job Managing Director/Senior Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2008 - Present
Salomon Smith Barney January 1984 - June 2008
Skills
Investments, Start-ups, Business Planning, Series 7, Retirement, Financial Advisory, Personal Finance, Corporate Development, Strategic Financial..., Risk Management, Asset Managment, Financial Modeling, Securities, Corporate Finance, Retirement Planning, Finance, Strategic Planning, Strategy, Insurance, Loans, Stocks, Asset Allocation, Financial Services, Mergers & Acquisitions, Management Consulting, Portfolio Management, Mutual Funds, Equities, Financial Planners, Investment Advisory, Leadership, Entrepreneurship, Series 63, Business Strategy, Options, Financial Goals, Investment Management, Alternative Investments, Certified Financial..., Business Development, Venture Capital, Wealth Management..., Banking, Wealth Management, Small Business, Private Equity, Financial Analysis, Estate Planning, Management, New Business Development
Education
University of South Florida
Finance
Raymond James 2008 - Present
Salomon Smith Barney January 1984 - June 2008
Skills
Investments, Start-ups, Business Planning, Series 7, Retirement, Financial Advisory, Personal Finance, Corporate Development, Strategic Financial..., Risk Management, Asset Managment, Financial Modeling, Securities, Corporate Finance, Retirement Planning, Finance, Strategic Planning, Strategy, Insurance, Loans, Stocks, Asset Allocation, Financial Services, Mergers & Acquisitions, Management Consulting, Portfolio Management, Mutual Funds, Equities, Financial Planners, Investment Advisory, Leadership, Entrepreneurship, Series 63, Business Strategy, Options, Financial Goals, Investment Management, Alternative Investments, Certified Financial..., Business Development, Venture Capital, Wealth Management..., Banking, Wealth Management, Small Business, Private Equity, Financial Analysis, Estate Planning, Management, New Business Development
Education
University of South Florida
Finance
Jeff Otten Jeff Otten's Salomon Smith Barney Experience 1993 - 1995
Job Vice President, Sales at Narrative Science
Industry Information Technology and Services
Experience
Narrative Science September 2013 - Present
Selerity April 2010 - August 2013
Thomson Reuters Markets 2000 - 2010
Carson Group 1996 - 2000
Salomon Smith Barney 1993 - 1995
Skills
Sales Management, New Business Development, Strategic Relationships, SaaS, Start-ups, Sales Process, Sales Operations, Account Management, Salesforce.com, Social Media Marketing, Digital Marketing, Enterprise Software, Lead Generation, Cloud Computing, Emerging Markets, Electronic Trading, Trading Systems, Market Data, Financial Markets, Equity Trading, FX, Options, Derivatives, Low Latency, Trading Strategies, Capital Markets, Buy-side, Analytics, Trading Technology, Equities, FX Options, Cloud Applications, Strategy, Fixed Income, Trading, Business Development, LinkedIn, Financial Services, Strategic Partnerships, Hedge Funds, Enterprise Architecture, Social Networking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Management
University of Michigan
BA, Economics
Narrative Science September 2013 - Present
Selerity April 2010 - August 2013
Thomson Reuters Markets 2000 - 2010
Carson Group 1996 - 2000
Salomon Smith Barney 1993 - 1995
Skills
Sales Management, New Business Development, Strategic Relationships, SaaS, Start-ups, Sales Process, Sales Operations, Account Management, Salesforce.com, Social Media Marketing, Digital Marketing, Enterprise Software, Lead Generation, Cloud Computing, Emerging Markets, Electronic Trading, Trading Systems, Market Data, Financial Markets, Equity Trading, FX, Options, Derivatives, Low Latency, Trading Strategies, Capital Markets, Buy-side, Analytics, Trading Technology, Equities, FX Options, Cloud Applications, Strategy, Fixed Income, Trading, Business Development, LinkedIn, Financial Services, Strategic Partnerships, Hedge Funds, Enterprise Architecture, Social Networking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & International Management
University of Michigan
BA, Economics
Warren Cohen Warren Cohen's Salomon Smith Barney Experience April 1999 - May 2005
Job Managing Principal / Founder at Clearfront Advisory, LLC
Industry Financial Services
Experience
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
Michael D. Benjamin Michael D. Benjamin's Salomon Smith Barney Experience May 1998 - August 1998
Job Vice President, Institutional Sales at HSBC Global Asset Management (USA) Inc.
Industry Investment Management
Experience
HSBC Global Asset Management (USA) Inc. June 2015 - Present
Steinberg Asset Management LLC April 2014 - November 2014
Lazard Asset Management LLC September 2010 - April 2014
Markov Processes International (MPI) July 2009 - September 2010
Turner Investment Partners, Inc. October 2005 - October 2008
Delaware Investments, a member of the Macquarie Group June 2000 - October 2005
Unisys Corporation May 1999 - August 1999
Salomon Smith Barney May 1998 - August 1998
Skills
Investment Strategies, Securities, Investment Advisory, Relationship Management, Financial Services, Institutional Investors, Institutional Client..., Institutional Sales, Institutional..., Series 66, Series 7, Consultants, Investor Relations, Institutional..., Retirement, Asset Management
Education
University of Pittsburgh 1995 — 2001
Bachelor of Science in Business Administration, Finance
Harriton High School 1992 — 1995
HSBC Global Asset Management (USA) Inc. June 2015 - Present
Steinberg Asset Management LLC April 2014 - November 2014
Lazard Asset Management LLC September 2010 - April 2014
Markov Processes International (MPI) July 2009 - September 2010
Turner Investment Partners, Inc. October 2005 - October 2008
Delaware Investments, a member of the Macquarie Group June 2000 - October 2005
Unisys Corporation May 1999 - August 1999
Salomon Smith Barney May 1998 - August 1998
Skills
Investment Strategies, Securities, Investment Advisory, Relationship Management, Financial Services, Institutional Investors, Institutional Client..., Institutional Sales, Institutional..., Series 66, Series 7, Consultants, Investor Relations, Institutional..., Retirement, Asset Management
Education
University of Pittsburgh 1995 — 2001
Bachelor of Science in Business Administration, Finance
Harriton High School 1992 — 1995
Carey Grainger's Salomon Smith Barney Experience July 1993 - September 2002
Job CFO & Director of Corporate Development at Patronus Medical
Industry Medical Practice
Experience
Patronus Medical LLC December 2013 - Present
X Holdings, LLC January 2012 - Present
ComCloud April 2013 - December 2014
Guardian 24/7 December 2011 - October 2012
Kairos Partners, LLC August 2004 - December 2011
Williams Capital, LLC June 2008 - December 2009
McDonald Investments September 2002 - April 2004
Salomon Smith Barney July 1993 - September 2002
Skills
Business Development, Sales, Private Equity, Venture Capital, Mergers, Investments, Due Diligence, Alternative Investments, Corporate Development, Financial Modeling, Investment Banking, Private Placements, Start-ups, Portfolio Management, Asset Managment, Strategic Consulting, Marketing Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Management Consulting, Financial Services, Business Strategy, Cloud Computing, Equities, Investment Management, Asset Allocation, Financial Advisory, SaaS, Wealth Management, Management, Strategic Partnerships, Executive Management, Trading, Financial Structuring, Strategy, Valuation, Corporate Finance, Asset Management
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Finance
The Westminster Schools
Patronus Medical LLC December 2013 - Present
X Holdings, LLC January 2012 - Present
ComCloud April 2013 - December 2014
Guardian 24/7 December 2011 - October 2012
Kairos Partners, LLC August 2004 - December 2011
Williams Capital, LLC June 2008 - December 2009
McDonald Investments September 2002 - April 2004
Salomon Smith Barney July 1993 - September 2002
Skills
Business Development, Sales, Private Equity, Venture Capital, Mergers, Investments, Due Diligence, Alternative Investments, Corporate Development, Financial Modeling, Investment Banking, Private Placements, Start-ups, Portfolio Management, Asset Managment, Strategic Consulting, Marketing Strategy, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Finance, Management Consulting, Financial Services, Business Strategy, Cloud Computing, Equities, Investment Management, Asset Allocation, Financial Advisory, SaaS, Wealth Management, Management, Strategic Partnerships, Executive Management, Trading, Financial Structuring, Strategy, Valuation, Corporate Finance, Asset Management
Education
University of Georgia - Terry College of Business 1989 — 1993
BBA, Finance
The Westminster Schools
Phillip Butts's Salomon Smith Barney Experience January 1996 - January 2000
Job President at Troyka
Industry Financial Services
Experience
Troyka 2013 - Present
Moreton Bay Captial January 2000 - August 2008
Salomon Smith Barney January 1996 - January 2000
Donaldson, Lufkin & Jenrette April 1987 - December 1995
Skills
Asset Management, Portfolio Management, Equities, Investments, Wealth Management, Securities, Financial Analysis, Private Equity, Alternative Investments, Mergers, Venture Capital, Capital Markets, Strategic Financial..., Asset Managment, Start-ups, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 1978 — 1981
Bachelor of Arts (BA) Economics, Business/Managerial Economics
UC Davis 1976 — 1978
Bachelor of Arts (BA), Economics
Troyka 2013 - Present
Moreton Bay Captial January 2000 - August 2008
Salomon Smith Barney January 1996 - January 2000
Donaldson, Lufkin & Jenrette April 1987 - December 1995
Skills
Asset Management, Portfolio Management, Equities, Investments, Wealth Management, Securities, Financial Analysis, Private Equity, Alternative Investments, Mergers, Venture Capital, Capital Markets, Strategic Financial..., Asset Managment, Start-ups, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 1978 — 1981
Bachelor of Arts (BA) Economics, Business/Managerial Economics
UC Davis 1976 — 1978
Bachelor of Arts (BA), Economics
Taylor A. Davies, MBA Taylor A. Davies, MBA's Salomon Smith Barney Experience 2004 - 2006
Job Account Manager at R. STAHL Inc.
Industry Oil & Energy
Experience
R. STAHL Inc. January 2014 - Present
Bailey Banks Seismic December 2011 - January 2014
WorleyParsons May 2013 - September 2013
Target January 2009 - December 2011
Bailey Banks Seismic January 2009 - December 2011
City of Houston July 2009 - December 2010
Salomon Smith Barney 2004 - 2006
Skills
Product Marketing, Public Relations, Inventory Management, Microsoft Office, Marketing Strategy, Outlook, Customer Service, Marketing Management, Social Media Marketing, Operations Management, Sourcing, Business Strategy, Managerial Finance, Brand Management, Social Media, Direct Marketing, Marketing Research, Supply Chain Management, MIS, Theory, B2B Marketing, Brand Development, Inside Sales, Marketing Management..., International Economics, Information Systems..., Marketing Applications..., Ethical & Moral..., Managerial Accounting, Financial Management, Financial Risk..., Global Marketing, Global Strategy, Sourcing Management, Project Management, Strategic Management, Communication, Exceptionally Organized, Marketing Presentations, B2B Marketing Strategy, Brand Developement, CRM, Teamwork, Time Management, Management, Sales, Marketing
Education
University of St. Thomas- Cameron School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing & Sales
University of Houston-Downtown 2007 — 2009
Bachelor of Science (BS), Political Science, Government, Pre-law
R. STAHL Inc. January 2014 - Present
Bailey Banks Seismic December 2011 - January 2014
WorleyParsons May 2013 - September 2013
Target January 2009 - December 2011
Bailey Banks Seismic January 2009 - December 2011
City of Houston July 2009 - December 2010
Salomon Smith Barney 2004 - 2006
Skills
Product Marketing, Public Relations, Inventory Management, Microsoft Office, Marketing Strategy, Outlook, Customer Service, Marketing Management, Social Media Marketing, Operations Management, Sourcing, Business Strategy, Managerial Finance, Brand Management, Social Media, Direct Marketing, Marketing Research, Supply Chain Management, MIS, Theory, B2B Marketing, Brand Development, Inside Sales, Marketing Management..., International Economics, Information Systems..., Marketing Applications..., Ethical & Moral..., Managerial Accounting, Financial Management, Financial Risk..., Global Marketing, Global Strategy, Sourcing Management, Project Management, Strategic Management, Communication, Exceptionally Organized, Marketing Presentations, B2B Marketing Strategy, Brand Developement, CRM, Teamwork, Time Management, Management, Sales, Marketing
Education
University of St. Thomas- Cameron School of Business 2010 — 2012
Master of Business Administration (MBA), Marketing & Sales
University of Houston-Downtown 2007 — 2009
Bachelor of Science (BS), Political Science, Government, Pre-law
Danna Lewis, CF, JCF's Salomon Smith Barney Experience August 1991 - July 1998
Job Certified Joy of Business® Facilitator | Best Selling Author | Speaker | Certified Access Consciousness® Facilitator
Industry Health, Wellness and Fitness
Experience
DANNALEWIS.com January 2014 - Present
"Two Girls and a Wine Guy" TV Show August 2013 - December 2013
The Bar Method June 2009 - September 2013
GirlFriendCircles.com September 2008 - September 2010
Clients: Web 2.0, Non-profit Org, Property/Investment Mgmt Company, Small Biz Owner September 2008 - June 2009
Citigroup, Inc. July 2002 - November 2007
Discount Auto Parts, Inc April 2001 - April 2002
Columbia HCA Physician Services, Inc September 1998 - March 2001
Salomon Smith Barney August 1991 - July 1998
Skills
Strategic Planning, Writing, Press Releases, Newsletters, Public Relations, Customer Relations, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Business Strategy, Marketing Communications, New Business Development, Leadership Development, Negotiation, Management Consulting, Lifestyle Coaching, Life Coaching, Wellness Coaching, Business Coaching, Corporate Branding, Public Speaking, Marketing, Fundraising, Customer Service, Online Marketing, CRM, Leadership, Program Management, Coaching, Creative Direction, Entrepreneurship, Budgets, Small Business, Start-ups, Editing, Management, Email Marketing, Project Planning, Strategic Partnerships, Advertising, Event Management, Strategy, Event Planning, Team Building, Consulting, Project Management, Blogging
Education
University of Phoenix 2002 — 2006
Bachelor's degree, Business
Access Consciousness
Certified Bars Facilitator
DANNALEWIS.com January 2014 - Present
"Two Girls and a Wine Guy" TV Show August 2013 - December 2013
The Bar Method June 2009 - September 2013
GirlFriendCircles.com September 2008 - September 2010
Clients: Web 2.0, Non-profit Org, Property/Investment Mgmt Company, Small Biz Owner September 2008 - June 2009
Citigroup, Inc. July 2002 - November 2007
Discount Auto Parts, Inc April 2001 - April 2002
Columbia HCA Physician Services, Inc September 1998 - March 2001
Salomon Smith Barney August 1991 - July 1998
Skills
Strategic Planning, Writing, Press Releases, Newsletters, Public Relations, Customer Relations, Marketing Strategy, Social Media, Social Media Marketing, Social Networking, Business Strategy, Marketing Communications, New Business Development, Leadership Development, Negotiation, Management Consulting, Lifestyle Coaching, Life Coaching, Wellness Coaching, Business Coaching, Corporate Branding, Public Speaking, Marketing, Fundraising, Customer Service, Online Marketing, CRM, Leadership, Program Management, Coaching, Creative Direction, Entrepreneurship, Budgets, Small Business, Start-ups, Editing, Management, Email Marketing, Project Planning, Strategic Partnerships, Advertising, Event Management, Strategy, Event Planning, Team Building, Consulting, Project Management, Blogging
Education
University of Phoenix 2002 — 2006
Bachelor's degree, Business
Access Consciousness
Certified Bars Facilitator
Harsha Krishnappa Harsha Krishnappa's Salomon Smith Barney Experience August 1998 - May 2001
Job Vice President, Innovation & Strategic Partnerships at Visa
Industry Financial Services
Experience
Visa January 2012 - Present
TrialPay July 2011 - March 2015
Visa October 2008 - December 2011
Citi January 2005 - June 2008
Citigroup June 2001 - December 2004
Salomon Smith Barney August 1998 - May 2001
Smith Barney May 1996 - July 1998
JP Morgan & Co July 1994 - May 1996
Skills
Valuation, Due Diligence, Financial Modeling, Strategic Partnerships, Mergers, Investment Banking, Business Alliances, Acquisitions, Corporate Development, Business Development, Payments, Joint Ventures, E-commerce, Mergers & Acquisitions, Executive Management, Venture Capital, IPO, Corporate Finance, Digital Media, Equities, Strategy, Emerging Markets, Private Equity, Mobile Payments
Education
University of Pennsylvania, Wharton School 1990 — 1994
BS Economics, Dual Concentration in Finance and Accounting
Visa January 2012 - Present
TrialPay July 2011 - March 2015
Visa October 2008 - December 2011
Citi January 2005 - June 2008
Citigroup June 2001 - December 2004
Salomon Smith Barney August 1998 - May 2001
Smith Barney May 1996 - July 1998
JP Morgan & Co July 1994 - May 1996
Skills
Valuation, Due Diligence, Financial Modeling, Strategic Partnerships, Mergers, Investment Banking, Business Alliances, Acquisitions, Corporate Development, Business Development, Payments, Joint Ventures, E-commerce, Mergers & Acquisitions, Executive Management, Venture Capital, IPO, Corporate Finance, Digital Media, Equities, Strategy, Emerging Markets, Private Equity, Mobile Payments
Education
University of Pennsylvania, Wharton School 1990 — 1994
BS Economics, Dual Concentration in Finance and Accounting
Jimish S. Desai's Salomon Smith Barney Experience September 2001 - October 2001
Job You Know You Want To Connect With Me!
Industry Real Estate
Experience
Exit Realty 2012 - Present
White Lotus Properties, LLC February 2011 - Present
Karma and Associates Co January 2007 - Present
Salomon Smith Barney September 2001 - October 2001
Skills
Financial Analysis, Deal Structuring, Closing Deals, Rehabbing, Real Estate, Investment Properties, Real Estate Economics, Real Estate Development, Investors, Real Estate Transactions, Investments, Property Management, Brokerage, Disposition, REO, Real Estate Financing, Asset Managment, Short Sales, Due Diligence, Private Equity, Foreclosures, Joint Ventures, Entrepreneurship, Venture Capital, Residential Homes, Sellers, Commercial Real Estate, Negotiation, Real Estate Investor, Buyers, Acquisitions, Property
Education
University of Illinois at Chicago 1998 — 2001
B.S., Economics
University of Illinois at Urbana-Champaign 1996 — 1997
Exit Realty 2012 - Present
White Lotus Properties, LLC February 2011 - Present
Karma and Associates Co January 2007 - Present
Salomon Smith Barney September 2001 - October 2001
Skills
Financial Analysis, Deal Structuring, Closing Deals, Rehabbing, Real Estate, Investment Properties, Real Estate Economics, Real Estate Development, Investors, Real Estate Transactions, Investments, Property Management, Brokerage, Disposition, REO, Real Estate Financing, Asset Managment, Short Sales, Due Diligence, Private Equity, Foreclosures, Joint Ventures, Entrepreneurship, Venture Capital, Residential Homes, Sellers, Commercial Real Estate, Negotiation, Real Estate Investor, Buyers, Acquisitions, Property
Education
University of Illinois at Chicago 1998 — 2001
B.S., Economics
University of Illinois at Urbana-Champaign 1996 — 1997
Aaron Moss Aaron Moss's Salomon Smith Barney Experience May 2004 - August 2004
Job Assistant Controller Private Investment Control at Magnetar Capital
Industry Accounting
Experience
Magnetar Capital August 2015 - Present
Magnetar Capital March 2014 - August 2015
Magnetar Capital April 2011 - March 2014
Ernst & Young May 2007 - April 2011
Oak Brook Bank May 2006 - August 2006
Salomon Smith Barney May 2004 - August 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Finance, Financial Accounting, Analysis, Valuation, Corporate Finance, Internal Controls, US GAAP, Due Diligence
Education
University of Virginia 2007 — 2008
MSA, Accounting
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Undergraduate, Finance
Magnetar Capital August 2015 - Present
Magnetar Capital March 2014 - August 2015
Magnetar Capital April 2011 - March 2014
Ernst & Young May 2007 - April 2011
Oak Brook Bank May 2006 - August 2006
Salomon Smith Barney May 2004 - August 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Finance, Financial Accounting, Analysis, Valuation, Corporate Finance, Internal Controls, US GAAP, Due Diligence
Education
University of Virginia 2007 — 2008
MSA, Accounting
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Undergraduate, Finance
Catherine Pan Catherine Pan's Salomon Smith Barney Experience June 2003 - May 2004
Job Mortgage Loan Originator at US Bank Home Mortgage
Industry Financial Services
Experience
U.S. Bank March 2014 - Present
US Bank May 2011 - March 2014
Wells Fargo Financial June 2003 - September 2010
Salomon Smith Barney June 2003 - May 2004
Skills
Mortgage Lending, Loans, Banking, Credit, Retail Banking, Commercial Lending, Cross Selling, Loan Origination, Credit Analysis, Underwriting, Commercial Banking, Financial Analysis, Consumer Lending, Sales Management, Risk Management, Small Business Lending, Lines Of Credit, Branch Management, Mortgage Banking, FHA, Residential Mortgages, Mortgage Underwriting
Education
University of California, Riverside 1999 — 2003
B.S, Business Administration
San Marino High School 1995 — 1999
U.S. Bank March 2014 - Present
US Bank May 2011 - March 2014
Wells Fargo Financial June 2003 - September 2010
Salomon Smith Barney June 2003 - May 2004
Skills
Mortgage Lending, Loans, Banking, Credit, Retail Banking, Commercial Lending, Cross Selling, Loan Origination, Credit Analysis, Underwriting, Commercial Banking, Financial Analysis, Consumer Lending, Sales Management, Risk Management, Small Business Lending, Lines Of Credit, Branch Management, Mortgage Banking, FHA, Residential Mortgages, Mortgage Underwriting
Education
University of California, Riverside 1999 — 2003
B.S, Business Administration
San Marino High School 1995 — 1999
Donna Diercks's Salomon Smith Barney Experience August 1997 - July 1999
Job Real Estate Agent at Highgarden Real Estate
Industry Real Estate
Experience
Highgarden Real Estate February 2012 - Present
Avidas Pharmaceuticals October 2008 - May 2011
Wyeth Consumer Healthcare 2003 - 2008
sanofi-aventis July 1999 - February 2003
Salomon Smith Barney August 1997 - July 1999
Skills
Real Estate, Customer Service, Selling Skills, Sales, First Time Home Buyers, Residential Mortgages, Negotiation, Buyer Representation, Single Family Homes, Relocation Buyers, Seller Representation, Listing Homes, Short Sales, Relocation, Investment Properties, Marketing, Residential Homes, Sellers, Public Speaking, Strategic Planning
Education
University of Indianapolis 1991 — 1995
BS, Marketing and Accounting
F.C. Tucker Real Estate School
Goshen High School
Highgarden Real Estate February 2012 - Present
Avidas Pharmaceuticals October 2008 - May 2011
Wyeth Consumer Healthcare 2003 - 2008
sanofi-aventis July 1999 - February 2003
Salomon Smith Barney August 1997 - July 1999
Skills
Real Estate, Customer Service, Selling Skills, Sales, First Time Home Buyers, Residential Mortgages, Negotiation, Buyer Representation, Single Family Homes, Relocation Buyers, Seller Representation, Listing Homes, Short Sales, Relocation, Investment Properties, Marketing, Residential Homes, Sellers, Public Speaking, Strategic Planning
Education
University of Indianapolis 1991 — 1995
BS, Marketing and Accounting
F.C. Tucker Real Estate School
Goshen High School
Jim Reilly's Salomon Smith Barney Experience 1991 - 1997
Job Managing Director, Chief Compliance Officer at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
Lex Sequor Consulting, LLC January 2008 - May 2010
TIAA-CREF January 2006 - January 2008
Goldman Sachs May 2000 - December 2005
Salomon Smith Barney 1991 - 1997
NASD 1989 - 1990
Skills
Series 24, Series 7, Securities, Prime Brokerage, FINRA, Series 63, Financial Regulation, Hedge Funds, Broker-Dealer, ETFs, Alternative Investments, Fixed Income, Investment Advisory, Equities, Mutual Funds, Securities Regulation, OFAC, Trading Systems, Options, USA PATRIOT Act, Financial Services, Investment Banking, Capital Markets, AML, Investments, KYC, Trading, SEC, Electronic Trading, Asset Management, Financial Risk, Derivatives, Risk Management, Equity Trading, Financial Markets, Bonds, Equity Derivatives, Wealth Management, Structured Products, Investment Management, Management, Anti Money Laundering
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance
TD Ameritrade May 2010 - Present
Lex Sequor Consulting, LLC January 2008 - May 2010
TIAA-CREF January 2006 - January 2008
Goldman Sachs May 2000 - December 2005
Salomon Smith Barney 1991 - 1997
NASD 1989 - 1990
Skills
Series 24, Series 7, Securities, Prime Brokerage, FINRA, Series 63, Financial Regulation, Hedge Funds, Broker-Dealer, ETFs, Alternative Investments, Fixed Income, Investment Advisory, Equities, Mutual Funds, Securities Regulation, OFAC, Trading Systems, Options, USA PATRIOT Act, Financial Services, Investment Banking, Capital Markets, AML, Investments, KYC, Trading, SEC, Electronic Trading, Asset Management, Financial Risk, Derivatives, Risk Management, Equity Trading, Financial Markets, Bonds, Equity Derivatives, Wealth Management, Structured Products, Investment Management, Management, Anti Money Laundering
Education
University of Maryland College Park 1983 — 1987
Bachelor of Science (BS), Finance
Lex Colley Lex Colley's Salomon Smith Barney Experience September 1995 - September 1996
Job
Industry Investment Banking
Experience
BCMS Corporate March 2012 - Present
Kaufman Bros., L.P. September 2000 - February 2012
Salomon Smith Barney September 1995 - September 1996
Alex. Brown & Sons May 1995 - September 1995
Skills
Investment Banking, Mergers, Equities, Capital Markets, Corporate Finance, Structuring, Middle Market, Restructuring, IPO, Due Diligence, Private Equity, Private Placements, Distressed Debt, Debt Restructuring, Venture Capital, M&A experience, Mergers & Acquisitions, Alternative Investments, Valuation, Financial Structuring, LBO, Corporate Development, Securities, Equity Research, Fixed Income
Education
University of San Diego 1992 — 1996
B.B.A., Finance
William Penn Charter
BCMS Corporate March 2012 - Present
Kaufman Bros., L.P. September 2000 - February 2012
Salomon Smith Barney September 1995 - September 1996
Alex. Brown & Sons May 1995 - September 1995
Skills
Investment Banking, Mergers, Equities, Capital Markets, Corporate Finance, Structuring, Middle Market, Restructuring, IPO, Due Diligence, Private Equity, Private Placements, Distressed Debt, Debt Restructuring, Venture Capital, M&A experience, Mergers & Acquisitions, Alternative Investments, Valuation, Financial Structuring, LBO, Corporate Development, Securities, Equity Research, Fixed Income
Education
University of San Diego 1992 — 1996
B.B.A., Finance
William Penn Charter
Kyle Lunde's Salomon Smith Barney Experience 2002 - 2002
Job Regional Director at Dimensional Fund Advisors
Industry Capital Markets
Experience
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors September 2012 - January 2015
U.S. Bancorp, Corporate Banking October 2010 - July 2012
U.S. Bancorp, Corporate Trust November 2006 - October 2010
U.S. Bancorp, Corporate Trust December 2004 - November 2006
Salomon Smith Barney 2002 - 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Portfolio Management, Cash Flow, Contract Negotiation, Mergers, Acquisitions, Asset Management, Analysis, Finance, Investments, Mergers, Risk Management, Management, Equities
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Master of Business Administration, Finance
University of Puget Sound 2000 — 2004
Bachelor of Arts, Business Administration
University of Puget Sound 2000 — 2004
Bachelor of Arts, Economics
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors September 2012 - January 2015
U.S. Bancorp, Corporate Banking October 2010 - July 2012
U.S. Bancorp, Corporate Trust November 2006 - October 2010
U.S. Bancorp, Corporate Trust December 2004 - November 2006
Salomon Smith Barney 2002 - 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Capital Markets, Portfolio Management, Cash Flow, Contract Negotiation, Mergers, Acquisitions, Asset Management, Analysis, Finance, Investments, Mergers, Risk Management, Management, Equities
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
Master of Business Administration, Finance
University of Puget Sound 2000 — 2004
Bachelor of Arts, Business Administration
University of Puget Sound 2000 — 2004
Bachelor of Arts, Economics
John B Jones Jr. John B Jones Jr.'s Salomon Smith Barney Experience 1996 - 1998
Job President/Owner at North Tahoe Commercial
Industry Investment Management
Experience
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
North Tahoe Commercial July 2011 - Present
Truckee Tahoe Airport District November 2010 - Present
Cray Inc. June 2005 - Present
Stratus Computer 2005 - 2008
Charles Schwab 2003 - 2005
SoundView Technology Group 2001 - 2003
Citi 1998 - 2001
Citigroup 1998 - 2001
Salomon Smith Barney 1996 - 1998
Salomon Brothers 1991 - 1996
Education
University of Oregon 1962 — 1966
Bachleor of Science, Accounting & Statistics
Jones
a BS, Accounting and Statistics
Keithen Baldwin Keithen Baldwin's Salomon Smith Barney Experience April 1998 - October 1999
Job Director of Business Process at United Health Group
Industry Insurance
Experience
UnitedHealth Group June 2015 - Present
UnitedHealth Group March 2011 - June 2015
UnitedHealth Group August 2008 - March 2011
UnitedHealth Group October 2003 - August 2008
CIGNA DENTAL May 2002 - October 2003
Lehman Brothers October 1999 - April 2001
Salomon Smith Barney April 1998 - October 1999
Skills
Six Sigma, Business Process..., Process Improvement, Underwriting, Business Analysis, Strategic Planning, Cross-functional Team..., Health Insurance, Employee Benefits, Risk Management, Operations Management, Business Process..., Experienced Business..., Strategy, Insurance, Analysis, Leadership, Training, SDLC, Management, Business Process, Finance, Requirements Gathering, Business Strategy
Education
University of South Florida 1989 — 1995
Bachelor of Science, Finance
UnitedHealth Group June 2015 - Present
UnitedHealth Group March 2011 - June 2015
UnitedHealth Group August 2008 - March 2011
UnitedHealth Group October 2003 - August 2008
CIGNA DENTAL May 2002 - October 2003
Lehman Brothers October 1999 - April 2001
Salomon Smith Barney April 1998 - October 1999
Skills
Six Sigma, Business Process..., Process Improvement, Underwriting, Business Analysis, Strategic Planning, Cross-functional Team..., Health Insurance, Employee Benefits, Risk Management, Operations Management, Business Process..., Experienced Business..., Strategy, Insurance, Analysis, Leadership, Training, SDLC, Management, Business Process, Finance, Requirements Gathering, Business Strategy
Education
University of South Florida 1989 — 1995
Bachelor of Science, Finance
Adam Denker Adam Denker's Salomon Smith Barney Experience June 1997 - May 2003
Job Principle Sales Representative at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific April 2003 - Present
Salomon Smith Barney June 1997 - May 2003
Skills
Pacemakers, Medical Devices, Operating Room, Healthcare, Cardiology, Cath Lab, Hospitals, Surgeons, Interventional..., Market Development
Education
University of Connecticut 1993 — 1997
Stamford High School
Boston Scientific April 2003 - Present
Salomon Smith Barney June 1997 - May 2003
Skills
Pacemakers, Medical Devices, Operating Room, Healthcare, Cardiology, Cath Lab, Hospitals, Surgeons, Interventional..., Market Development
Education
University of Connecticut 1993 — 1997
Stamford High School
Ranvir Gujral's Salomon Smith Barney Experience June 1999 - August 1999
Job CoFounder of Chute
Industry Internet
Experience
Chute January 2011 - Present
The Detroit Foundation 2009 - Present
LifeGrams Corporation November 2007 - June 2011
Blue Whale Labs October 2006 - September 2010
Performing Arts Workshop October 2004 - October 2007
InsightPath, Inc. December 2004 - October 2006
Silver Lake Partners July 2002 - September 2004
Morgan Stanley Capital Partners July 2000 - July 2002
Morgan Stanley 2000 - 2002
Salomon Smith Barney June 1999 - August 1999
Skills
Venture Capital, Entrepreneurship, Private Equity, Financial Modeling, Corporate Development, Mergers, Start-ups, Investments, Due Diligence, Strategy, Business Strategy, Corporate Finance, Finance, Asset Management, Financial Analysis, Mobile Devices, Mergers & Acquisitions, Investment Banking, Product Management, Business Development
Education
University of Michigan 1996 — 2000
BBA
University of Michigan - Stephen M. Ross School of Business
BBA
Chute January 2011 - Present
The Detroit Foundation 2009 - Present
LifeGrams Corporation November 2007 - June 2011
Blue Whale Labs October 2006 - September 2010
Performing Arts Workshop October 2004 - October 2007
InsightPath, Inc. December 2004 - October 2006
Silver Lake Partners July 2002 - September 2004
Morgan Stanley Capital Partners July 2000 - July 2002
Morgan Stanley 2000 - 2002
Salomon Smith Barney June 1999 - August 1999
Skills
Venture Capital, Entrepreneurship, Private Equity, Financial Modeling, Corporate Development, Mergers, Start-ups, Investments, Due Diligence, Strategy, Business Strategy, Corporate Finance, Finance, Asset Management, Financial Analysis, Mobile Devices, Mergers & Acquisitions, Investment Banking, Product Management, Business Development
Education
University of Michigan 1996 — 2000
BBA
University of Michigan - Stephen M. Ross School of Business
BBA
John McIntosh's Salomon Smith Barney Experience 1986 - 2002
Job Hilliard Lyons McIntosh Ditto Wealth Advisory Group Financial Consultant, Senior Vice President
Industry Financial Services
Experience
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Hilliard Lyons 2009 - Present
UBS October 2002 - March 2009
Salomon Smith Barney 1986 - 2002
IBM 1983 - 1986
Education
University of Kentucky 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management
Lexington Catholic High School 1974 — 1976
Peter Cairney Peter Cairney's Salomon Smith Barney Experience 1998 - 1999
Job SVP, Institutional Equity Sales Trading at FBR
Industry Investment Banking
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
Ivan Gerstein's Salomon Smith Barney Experience June 2000 - August 2000
Job Director, Sr Product Controller at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
Robin Adwar Robin Adwar's Salomon Smith Barney Experience 1994 - 1998
Job Leadership/Business Consultant, Executive Coach, HR Consultant, Certified Facilitator, Certified in Assessment Tools
Industry Management Consulting
Experience
SoundBoard Consulting Group December 2001 - Present
YMHA September 1999 - December 2001
R&D Consulting September 1998 - May 2001
SALOMON SMITH BARNEY 1994 - 1998
Lehman Brothers 1993 - 1994
Shearson Lehman Brothers 1989 - 1993
J.M. Talco 1988 - 1989
Skills
Conflict Resolution, Facilitators, Executive Coaching, Leadership Development, Performance Management, Employee Benefits, Employee Relations, Organizational Design, Workshop Facilitation, Strategy, Emotional Intelligence, Entrepreneurship, Organizational..., Executive Development, Leadership, Recruiting, MBTI, Training, Policy, Talent Management, Coaching, Management Development, Organizational..., Career Transition..., Culture Change, Consulting, Succession Planning, Career Development, Personal Development
Education
The Coaches Training Institute 2006 — 2010
Certification near complete, Executive Business Coaching
Profiles International 2007 — 2007
Certification, Usage and Delivery of Multiple Assessment Tools
Interaction Associates 2004 — 2005
Certification, Essential Facilitation Skills
University of Massachusetts, Amherst 1984 — 1988
B.S., Language/History
Walt Whitman High School 1980 — 1984
SoundBoard Consulting Group December 2001 - Present
YMHA September 1999 - December 2001
R&D Consulting September 1998 - May 2001
SALOMON SMITH BARNEY 1994 - 1998
Lehman Brothers 1993 - 1994
Shearson Lehman Brothers 1989 - 1993
J.M. Talco 1988 - 1989
Skills
Conflict Resolution, Facilitators, Executive Coaching, Leadership Development, Performance Management, Employee Benefits, Employee Relations, Organizational Design, Workshop Facilitation, Strategy, Emotional Intelligence, Entrepreneurship, Organizational..., Executive Development, Leadership, Recruiting, MBTI, Training, Policy, Talent Management, Coaching, Management Development, Organizational..., Career Transition..., Culture Change, Consulting, Succession Planning, Career Development, Personal Development
Education
The Coaches Training Institute 2006 — 2010
Certification near complete, Executive Business Coaching
Profiles International 2007 — 2007
Certification, Usage and Delivery of Multiple Assessment Tools
Interaction Associates 2004 — 2005
Certification, Essential Facilitation Skills
University of Massachusetts, Amherst 1984 — 1988
B.S., Language/History
Walt Whitman High School 1980 — 1984
Claribel Prado's Salomon Smith Barney Experience 1996 - 1998
Job Owner at AIP HealthCare
Industry Internet
Experience
AIP HealthCare January 2012 - Present
Kellogg Company 2006 - 2010
Kellogg Company 2003 - 2005
Kellogg Company 2001 - 2003
Kellogg Company 2000 - 2001
Detroit Edison 1999 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Product Development, Product Marketing, Sales Presentations, Strategic Sales Plans, Development &..., Mergers & Acquisitions, Cross-functional Team..., Consumer Products, Competitive Analysis, Forecasting, Customer Insight, FMCG, P&L Management, Pricing, Trade Marketing, Brand Management, Valuation, Business Planning, Finance, Shopper Marketing
Education
University of Michigan Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing & Corporate Strategy
University of Michigan 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Graduated with High Distinction
AIP HealthCare January 2012 - Present
Kellogg Company 2006 - 2010
Kellogg Company 2003 - 2005
Kellogg Company 2001 - 2003
Kellogg Company 2000 - 2001
Detroit Edison 1999 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Product Development, Product Marketing, Sales Presentations, Strategic Sales Plans, Development &..., Mergers & Acquisitions, Cross-functional Team..., Consumer Products, Competitive Analysis, Forecasting, Customer Insight, FMCG, P&L Management, Pricing, Trade Marketing, Brand Management, Valuation, Business Planning, Finance, Shopper Marketing
Education
University of Michigan Business School 1998 — 2000
Master of Business Administration (M.B.A.), Finance, Marketing & Corporate Strategy
University of Michigan 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Graduated with High Distinction
Alice M Ryan Alice M Ryan's Salomon Smith Barney Experience April 2001 - October 2002
Job Commercial at TD Bank
Industry Financial Services
Experience
TD 2014 - Present
UBS Financial Services, Inc February 2008 - August 2013
The UPS Store December 2003 - January 2008
Salomon Smith Barney April 2001 - October 2002
Merrill Lynch December 1995 - June 2000
Skills
Mutual Funds, Banking, Equities, Service Delivery, Relationship Management, Wealth Management, Securities, Project Management, Managerial Finance, Operational Risk..., Portfolio Management, Financial Services, Microsoft Office, Bloomberg, Client Liaison, Process Improvement, Sales, CRM, FINRA, Investments, Customer Service, Compliance, Various propriety..., Reuters, Supernova, Loan Servicing, Construction Loans, Commercial Banking, Bank Reconciliation, Investment Banking, Commercial Lending, Asset Management, Management
Education
UMass Boston 1988 — 1991
Bachelor's Degree
University of Massachusetts Boston
Bachelor's degree
TD 2014 - Present
UBS Financial Services, Inc February 2008 - August 2013
The UPS Store December 2003 - January 2008
Salomon Smith Barney April 2001 - October 2002
Merrill Lynch December 1995 - June 2000
Skills
Mutual Funds, Banking, Equities, Service Delivery, Relationship Management, Wealth Management, Securities, Project Management, Managerial Finance, Operational Risk..., Portfolio Management, Financial Services, Microsoft Office, Bloomberg, Client Liaison, Process Improvement, Sales, CRM, FINRA, Investments, Customer Service, Compliance, Various propriety..., Reuters, Supernova, Loan Servicing, Construction Loans, Commercial Banking, Bank Reconciliation, Investment Banking, Commercial Lending, Asset Management, Management
Education
UMass Boston 1988 — 1991
Bachelor's Degree
University of Massachusetts Boston
Bachelor's degree
Brian Graime Brian Graime's Salomon Smith Barney Experience June 1998 - March 2000
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Paul Sweeney Paul Sweeney's Salomon Smith Barney Experience 1996 - 2000
Job U.S. Director of Research and Senior Media Analyst, Bloomberg, LP
Industry Financial Services
Experience
Bloomberg 2009 - Present
Credit Suisse 2000 - 2004
Salomon Smith Barney 1996 - 2000
Wheat First Butcher SInger 1993 - 1996
The Chase Manhattan Bank 1991 - 1993
Education
Duke University 1989 — 1991
MBA, Finance
University of Richmond 1982 — 1986
BS, Business Administration
The Lawrenceville School 1978 — 1982
Bloomberg 2009 - Present
Credit Suisse 2000 - 2004
Salomon Smith Barney 1996 - 2000
Wheat First Butcher SInger 1993 - 1996
The Chase Manhattan Bank 1991 - 1993
Education
Duke University 1989 — 1991
MBA, Finance
University of Richmond 1982 — 1986
BS, Business Administration
The Lawrenceville School 1978 — 1982
Kelly Becker Kelly Becker's Salomon Smith Barney Experience January 1999 - March 2001
Job Broker at Colorado Group Realty
Industry Real Estate
Experience
Colorado Group Realty April 2010 - Present
Salomon Smith Barney January 1999 - March 2001
Sport & Social Clubs of the US September 1994 - May 1998
Skills
Buyer Representation, Sellers, Foreclosures, Relocation, Listings, Real Estate Transactions, Real Estate, Investment Properties, Luxury, Investors, Condos, Real Estate Development, Short Sales
Education
University of Massachusetts, Amherst 1993 — 1994
1994, Masters in Sport Management
University of Notre Dame 1987 — 1991
1991, Business - Marketing
Colorado Group Realty April 2010 - Present
Salomon Smith Barney January 1999 - March 2001
Sport & Social Clubs of the US September 1994 - May 1998
Skills
Buyer Representation, Sellers, Foreclosures, Relocation, Listings, Real Estate Transactions, Real Estate, Investment Properties, Luxury, Investors, Condos, Real Estate Development, Short Sales
Education
University of Massachusetts, Amherst 1993 — 1994
1994, Masters in Sport Management
University of Notre Dame 1987 — 1991
1991, Business - Marketing
Matt Scarlata, CRPC Matt Scarlata, CRPC's Salomon Smith Barney Experience 1996 - 1998
Job Manager Sales & Distribution at Resource Securities(Alternative Investments)
Industry Financial Services
Experience
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Resource Securities(Alternative Investments) January 2014 - Present
Equinox Fund Management, LLC September 2012 - November 2013
Equinox Fund Management, LLC March 2011 - September 2012
AXA Equitable July 2006 - September 2010
AllianceBernstein 1998 - 2005
Salomon Smith Barney 1996 - 1998
Skills
Mutual Funds, Investments, Selling, Management, Alternative Investments, Sales, Series 7, Sales Operations, Variable Annuities, Fixed Annuities, Series 6, Separately Managed..., Financial Services
Education
University of Pittsburgh
Lyndon Keyes's Salomon Smith Barney Experience January 2000 - August 2005
Job Senior Vice President Merchant Sales Operations at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2015 - Present
First Data Corporation May 2014 - March 2015
Citi Private Bank October 2008 - May 2014
Citi Smith Barney April 2006 - October 2008
Smith Barney August 2005 - April 2006
Salomon Smith Barney January 2000 - August 2005
Salomon Smith Barney June 1986 - January 2000
American Express June 1984 - June 1986
Skills
Series 7, Wealth Management, Mutual Funds, Capital Markets, Private Banking, Series 24, Brokerage, Private Wealth..., Series 3, Series 9/10, Client website..., Series 65, Asset Management, Investment Management, Fixed Annuities, Management, Equities, Fixed Income, Wealth Management..., Portfolio Management, Alternative Investments, FINRA, Hedge Funds, Investments, Risk Management, Banking, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Series 63, Securities
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
University of Pennsylvania 1980 — 1984
BA, Economics
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
First Data Corporation March 2015 - Present
First Data Corporation May 2014 - March 2015
Citi Private Bank October 2008 - May 2014
Citi Smith Barney April 2006 - October 2008
Smith Barney August 2005 - April 2006
Salomon Smith Barney January 2000 - August 2005
Salomon Smith Barney June 1986 - January 2000
American Express June 1984 - June 1986
Skills
Series 7, Wealth Management, Mutual Funds, Capital Markets, Private Banking, Series 24, Brokerage, Private Wealth..., Series 3, Series 9/10, Client website..., Series 65, Asset Management, Investment Management, Fixed Annuities, Management, Equities, Fixed Income, Wealth Management..., Portfolio Management, Alternative Investments, FINRA, Hedge Funds, Investments, Risk Management, Banking, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Series 63, Securities
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
University of Pennsylvania 1980 — 1984
BA, Economics
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance
Don Marchesiello, CFP® Don Marchesiello, CFP®'s Salomon Smith Barney Experience January 1993 - June 1996
Job Managing Director, Global Head of Traditional Investments at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank March 2010 - Present
Lockwood Advisors, Inc July 1996 - February 2010
Salomon Smith Barney January 1993 - June 1996
New York City Comptroller's Office June 1990 - January 1993
The Chase Manhattan Bank October 1983 - June 1990
Bredero Consulting Group, Inc. July 1982 - October 1983
Metropolitan Life Insurance Company June 1980 - July 1982
Skills
Asset Allocation, Wealth Management, Portfolio Management, Managing Accounts, Portfolio Optimization, Strategic Financial..., Investments, Due Diligence, Investment Strategies, ETFs, Investment Advisory, Bonds, Investment Management, Hedge Funds, Financial Services, Capital Markets, Separately Managed..., Series 7, Mutual Funds, Alternative Investments, Fund Of Funds, Financial Advisory, Retirement Planning, Series 63, Equities, Wealth Management..., Asset Management, Series 24, Fixed Income, Chartered Financial..., Securities
Education
Wagner College 1984 — 1986
MBA
University of Pittsburgh 1977 — 1980
BA
Citi Private Bank March 2010 - Present
Lockwood Advisors, Inc July 1996 - February 2010
Salomon Smith Barney January 1993 - June 1996
New York City Comptroller's Office June 1990 - January 1993
The Chase Manhattan Bank October 1983 - June 1990
Bredero Consulting Group, Inc. July 1982 - October 1983
Metropolitan Life Insurance Company June 1980 - July 1982
Skills
Asset Allocation, Wealth Management, Portfolio Management, Managing Accounts, Portfolio Optimization, Strategic Financial..., Investments, Due Diligence, Investment Strategies, ETFs, Investment Advisory, Bonds, Investment Management, Hedge Funds, Financial Services, Capital Markets, Separately Managed..., Series 7, Mutual Funds, Alternative Investments, Fund Of Funds, Financial Advisory, Retirement Planning, Series 63, Equities, Wealth Management..., Asset Management, Series 24, Fixed Income, Chartered Financial..., Securities
Education
Wagner College 1984 — 1986
MBA
University of Pittsburgh 1977 — 1980
BA
Glenn Shafer Glenn Shafer's Salomon Smith Barney Experience September 1999 - December 2002
Job LPL Investment Advisor Representative
Industry Investment Management
Experience
Shafer Investment Management Co., LLC January 2003 - Present
Journal Register Company January 2003 - December 2008
Salomon Smith Barney September 1999 - December 2002
First Union National Bank July 1995 - September 2002
Education
University of Hartford 1990 — 2003
MA/MBA, Business Administration and Management
University of Colorado Boulder 1985 — 1989
BA, History
Kingswood-Oxford School 1979 — 1985
Shafer Investment Management Co., LLC January 2003 - Present
Journal Register Company January 2003 - December 2008
Salomon Smith Barney September 1999 - December 2002
First Union National Bank July 1995 - September 2002
Education
University of Hartford 1990 — 2003
MA/MBA, Business Administration and Management
University of Colorado Boulder 1985 — 1989
BA, History
Kingswood-Oxford School 1979 — 1985
Mandy Monson Mandy Monson's Salomon Smith Barney Experience February 2001 - October 2002
Job Vice President of Finance at Resort Lifestyle Communities / Cameron General Contractors
Industry Banking
Experience
Resort Lifestyle Communities July 2015 - Present
UNION BANK AND TRUST April 2009 - July 2015
UNION BANK AND TRUST October 2007 - April 2009
NELNET, Inc. (SALES DIVISION) August 2006 - August 2007
Nelnet March 2003 - August 2006
Nebraska Soybean Board January 2003 - March 2003
Salomon Smith Barney February 2001 - October 2002
Skills
Credit, Real Estate, Small Business Lending, Commercial Lending, Loans, Women Owned Business, Professional Women, Real Estate Financing, Construction Loans, Banking, Commercial Banking, Credit Analysis, Commercial Real Estate, Finance, Marketing, Mortgage Lending, Investments, Small Business, Loan Origination, Sales
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Science (B.S.), Business Administration
Resort Lifestyle Communities July 2015 - Present
UNION BANK AND TRUST April 2009 - July 2015
UNION BANK AND TRUST October 2007 - April 2009
NELNET, Inc. (SALES DIVISION) August 2006 - August 2007
Nelnet March 2003 - August 2006
Nebraska Soybean Board January 2003 - March 2003
Salomon Smith Barney February 2001 - October 2002
Skills
Credit, Real Estate, Small Business Lending, Commercial Lending, Loans, Women Owned Business, Professional Women, Real Estate Financing, Construction Loans, Banking, Commercial Banking, Credit Analysis, Commercial Real Estate, Finance, Marketing, Mortgage Lending, Investments, Small Business, Loan Origination, Sales
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Science (B.S.), Business Administration
Corey Bodner Corey Bodner's Salomon Smith Barney Experience February 2000 - March 2002
Job Medical Institutional Sales Specialist at Actavis
Industry Pharmaceuticals
Experience
Actavis July 2014 - Present
Forest Laboratories February 2002 - July 2014
Salomon Smith Barney February 2000 - March 2002
Skills
Strategic Planning, Pharmaceutical Sales, Microsoft Office, Negotiation, Customer Service, Account Management, Sales
Education
University of Virginia 1998 — 2000
Master of Education (M.Ed.), Exercise Physiology
University of Delaware 1994 — 1998
Bachelor of Science (B.S.), Exercise Physiology
Actavis July 2014 - Present
Forest Laboratories February 2002 - July 2014
Salomon Smith Barney February 2000 - March 2002
Skills
Strategic Planning, Pharmaceutical Sales, Microsoft Office, Negotiation, Customer Service, Account Management, Sales
Education
University of Virginia 1998 — 2000
Master of Education (M.Ed.), Exercise Physiology
University of Delaware 1994 — 1998
Bachelor of Science (B.S.), Exercise Physiology
Frank Sena Frank Sena's Salomon Smith Barney Experience August 1997 - July 1998
Job Managing Director at Bentley Associates L.P.
Industry Investment Banking
Experience
Bentley Associates L.P. January 2009 - Present
Libra Securities, LLC March 2003 - December 2008
CIBC World Markets July 1998 - March 2003
Salomon Smith Barney August 1997 - July 1998
Skills
Private Equity, Mergers, Debt, Valuation, Investment Banking, Private Placements, Strategy, Investments, Mergers & Acquisitions, Equities, IPO, Acquisitions, Venture Capital, Finance, Financial Structuring, Due Diligence, M&A experience, Corporate Finance, Financial Modeling, Corporate Development, Capital Markets
Education
Wharton 1995 — 1997
MBA, Finance
University of Pennsylvania 1995 — 1997
MBA, Finance
Yale University 1988 — 1992
BS, Electrical Engineering
Bentley Associates L.P. January 2009 - Present
Libra Securities, LLC March 2003 - December 2008
CIBC World Markets July 1998 - March 2003
Salomon Smith Barney August 1997 - July 1998
Skills
Private Equity, Mergers, Debt, Valuation, Investment Banking, Private Placements, Strategy, Investments, Mergers & Acquisitions, Equities, IPO, Acquisitions, Venture Capital, Finance, Financial Structuring, Due Diligence, M&A experience, Corporate Finance, Financial Modeling, Corporate Development, Capital Markets
Education
Wharton 1995 — 1997
MBA, Finance
University of Pennsylvania 1995 — 1997
MBA, Finance
Yale University 1988 — 1992
BS, Electrical Engineering
Jean A. Gray's Salomon Smith Barney Experience 1995 - 2001
Job Business Development; Certified PMI Trainer; Agency Training Manager; Marketing & Product Training Manager; Instructor
Industry Management Consulting
Experience
The Beacon Group March 2014 - Present
American Coverage Options November 2011 - July 2013
Verileads October 2009 - October 2010
Richard Brothers June 2007 - August 2008
Salomon Smith Barney 1995 - 2001
Regan Ashbaugh March 1997 - December 2000
Skills
Autoresponders, Sales Letters, Marketing Copy, Copy Editing, Coaching, Marketing, Tone Of Voice, Product Marketing, Promotional Copy, Life Insurance, Health Insurance, Employee Training, PowerPoint, Sales Presentations, Quality Assurance, Databases, Phone Skills, Long Term Care Insurance, Training, Selling, Fixed Annuities, Term Life Insurance, Property & Casualty..., Long-term Care, Insurance, Disability Insurance, Sales, Marketing Strategy, Cold Calling, Employee Benefits, Telephone Skills, Medicare, Critical Illness, Whole Life, Small Business, Copywriting, Customer Retention, Selling Skills, Strategy, Interviews, Management, Workers Compensation, Public Speaking, Accident, Brokers
Education
University of Maine
Bachelor of Arts (BA), University Studies, graduated with Highest Distinction
University of Maine
Associate of Science (A.S.), Law Enforcement, graduated with Highest Distinction
The Beacon Group March 2014 - Present
American Coverage Options November 2011 - July 2013
Verileads October 2009 - October 2010
Richard Brothers June 2007 - August 2008
Salomon Smith Barney 1995 - 2001
Regan Ashbaugh March 1997 - December 2000
Skills
Autoresponders, Sales Letters, Marketing Copy, Copy Editing, Coaching, Marketing, Tone Of Voice, Product Marketing, Promotional Copy, Life Insurance, Health Insurance, Employee Training, PowerPoint, Sales Presentations, Quality Assurance, Databases, Phone Skills, Long Term Care Insurance, Training, Selling, Fixed Annuities, Term Life Insurance, Property & Casualty..., Long-term Care, Insurance, Disability Insurance, Sales, Marketing Strategy, Cold Calling, Employee Benefits, Telephone Skills, Medicare, Critical Illness, Whole Life, Small Business, Copywriting, Customer Retention, Selling Skills, Strategy, Interviews, Management, Workers Compensation, Public Speaking, Accident, Brokers
Education
University of Maine
Bachelor of Arts (BA), University Studies, graduated with Highest Distinction
University of Maine
Associate of Science (A.S.), Law Enforcement, graduated with Highest Distinction
Lauren Coale Lauren Coale's Salomon Smith Barney Experience 2000 - 2003
Job
Industry
Experience
Skyview Ventures January 2013 - Present
Connecticut Capital Management 2007 - 2012
Salomon Smith Barney 2000 - 2003
Prudential Financial 1995 - 2000
Morgan Stanley 1994 - 1995
Skills
Portfolio Management, Finance, Hedge Funds, Investments, Private Equity, Due Diligence, Trading, Asset Management, Mergers & Acquisitions, Securities, Strategic Planning, Fixed Income, Alternative Investments, Venture Capital, Mutual Funds, Investment Properties, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Skyview Ventures January 2013 - Present
Connecticut Capital Management 2007 - 2012
Salomon Smith Barney 2000 - 2003
Prudential Financial 1995 - 2000
Morgan Stanley 1994 - 1995
Skills
Portfolio Management, Finance, Hedge Funds, Investments, Private Equity, Due Diligence, Trading, Asset Management, Mergers & Acquisitions, Securities, Strategic Planning, Fixed Income, Alternative Investments, Venture Capital, Mutual Funds, Investment Properties, Equities
Education
University of Maryland College Park
Bachelor of Science (B.S.), Finance
Kurt Kuta Kurt Kuta's Salomon Smith Barney Experience June 1999 - February 2000
Job President/CEO at CoreFirst Bank & Trust
Industry Banking
Experience
CoreFirst Bank & Trust March 2013 - Present
VisionBank of Iowa (f/k/a Ames Community Bank) March 2006 - March 2013
Liberty Bank (West Des Moines, IA) September 2003 - March 2006
Commercial Federal Bank (Kansas City, MO) February 2000 - August 2003
Salomon Smith Barney June 1999 - February 2000
GRA Thompson White September 1998 - June 1999
Liberty Financial Corp / Commercial Federal Bank June 1996 - September 1998
Office of the Comptroller of the Currency January 1991 - June 1996
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Loans, Commercial Mortgages, Credit, Banking, Underwriting, SBA, Mortgage Banking, Loan Origination, Financial Analysis
Education
University of Nebraska-Lincoln 1986 — 1990
B.A., Finance
Columbus Scotus Central High School 1982 — 1988
High School
CoreFirst Bank & Trust March 2013 - Present
VisionBank of Iowa (f/k/a Ames Community Bank) March 2006 - March 2013
Liberty Bank (West Des Moines, IA) September 2003 - March 2006
Commercial Federal Bank (Kansas City, MO) February 2000 - August 2003
Salomon Smith Barney June 1999 - February 2000
GRA Thompson White September 1998 - June 1999
Liberty Financial Corp / Commercial Federal Bank June 1996 - September 1998
Office of the Comptroller of the Currency January 1991 - June 1996
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Commercial Banking, Loans, Commercial Mortgages, Credit, Banking, Underwriting, SBA, Mortgage Banking, Loan Origination, Financial Analysis
Education
University of Nebraska-Lincoln 1986 — 1990
B.A., Finance
Columbus Scotus Central High School 1982 — 1988
High School
Mohamed El-Erian's Salomon Smith Barney Experience January 1998 - April 1999
Job Chief Economic Advisor, Allianz; Chair of President's Global Development Council
Industry Investment Management
Experience
Allianz Group March 2014 - Present
Financial Times March 2014 - Present
Bloomberg LP March 2014 - Present
Payoff 2014 - Present
President's Global Development Council December 2012 - Present
Microsoft 2007 - Present
PIMCO December 2007 - March 2014
Harvard Management Company February 2006 - December 2007
PIMCO April 1999 - February 2006
Salomon Smith Barney January 1998 - April 1999
Skills
Finance, Economics, Emerging Markets, Management, Investment Strategies, Research, Financial Advisory, Asset Management, Portfolio Management
Education
Oxford University 1980 — 1983
Doctorate, Economics
University of Cambridge 1977 — 1980
Bachelor's and master's degree, Economics
Allianz Group March 2014 - Present
Financial Times March 2014 - Present
Bloomberg LP March 2014 - Present
Payoff 2014 - Present
President's Global Development Council December 2012 - Present
Microsoft 2007 - Present
PIMCO December 2007 - March 2014
Harvard Management Company February 2006 - December 2007
PIMCO April 1999 - February 2006
Salomon Smith Barney January 1998 - April 1999
Skills
Finance, Economics, Emerging Markets, Management, Investment Strategies, Research, Financial Advisory, Asset Management, Portfolio Management
Education
Oxford University 1980 — 1983
Doctorate, Economics
University of Cambridge 1977 — 1980
Bachelor's and master's degree, Economics
Douglas Kiggins Douglas Kiggins's Salomon Smith Barney Experience March 1996 - January 2000
Job PlanetDonate/Planet Exports
Industry Renewables & Environment
Experience
Planetdonate/Planet Exports March 2014 - Present
Arizona Commerce Authority September 2012 - December 2013
Vivid Capital March 2010 - December 2013
Cavan Real Estate Investments February 2012 - July 2012
Mayo Energy Partners, LLC April 2002 - July 2010
SALOMON SMITH BARNEY March 1996 - January 2000
WESTAMERICA INVESTMENT GROUP April 1990 - March 1996
RL KOTROZO December 1988 - April 1990
Coldwell Banker May 1987 - September 1987
Skills
Real Estate, Strategic Planning, Asset Managment, Investments, Business Planning, New Business Development, Negotiation, Business Development, Private Equity, Asset Management, Finance, Management, Sales Management, Training, Entrepreneurship, Sales, Portfolio Management, Mergers & Acquisitions, Marketing, Leadership
Education
University of Oklahoma 1984 — 1988
Bachelors in Business Administration, Finance
san joaquin memorial 1980 — 1982
Planetdonate/Planet Exports March 2014 - Present
Arizona Commerce Authority September 2012 - December 2013
Vivid Capital March 2010 - December 2013
Cavan Real Estate Investments February 2012 - July 2012
Mayo Energy Partners, LLC April 2002 - July 2010
SALOMON SMITH BARNEY March 1996 - January 2000
WESTAMERICA INVESTMENT GROUP April 1990 - March 1996
RL KOTROZO December 1988 - April 1990
Coldwell Banker May 1987 - September 1987
Skills
Real Estate, Strategic Planning, Asset Managment, Investments, Business Planning, New Business Development, Negotiation, Business Development, Private Equity, Asset Management, Finance, Management, Sales Management, Training, Entrepreneurship, Sales, Portfolio Management, Mergers & Acquisitions, Marketing, Leadership
Education
University of Oklahoma 1984 — 1988
Bachelors in Business Administration, Finance
san joaquin memorial 1980 — 1982
Joe Zink's Salomon Smith Barney Experience January 1994 - April 1996
Job IT Infrastructure Manager, US at Multitest
Industry Information Services
Experience
Multitest January 2012 - Present
Acropolis Associates April 2010 - December 2011
SuZhou 2-ply Fashion May 2008 - December 2011
Citigroup September 2006 - June 2007
RenewData April 2004 - October 2005
IT Resources Company Ltd. August 2002 - March 2004
CNET / Techrepublic August 2000 - August 2002
Novellus Systems April 1997 - August 2000
CompuCom April 1996 - April 1997
Salomon Smith Barney January 1994 - April 1996
Skills
Active Directory, Microsoft Exchange, Servers, Windows Server, Inventory Management, Data Center, ERP, Acquisitions, Security, Project Planning, Project Management, Software Documentation, Hardware, Computer Hardware, Technical Support, Microsoft SQL Server, Windows, System Administration, Vendor Management, Networking, Telecommunications, Infrastructure, Visio, Recruiting, Manufacturing, VMware, Information Technology, Help Desk Support, Information Security
Education
University of Louisville 1974 — 1979
Bachelor of Science
Multitest January 2012 - Present
Acropolis Associates April 2010 - December 2011
SuZhou 2-ply Fashion May 2008 - December 2011
Citigroup September 2006 - June 2007
RenewData April 2004 - October 2005
IT Resources Company Ltd. August 2002 - March 2004
CNET / Techrepublic August 2000 - August 2002
Novellus Systems April 1997 - August 2000
CompuCom April 1996 - April 1997
Salomon Smith Barney January 1994 - April 1996
Skills
Active Directory, Microsoft Exchange, Servers, Windows Server, Inventory Management, Data Center, ERP, Acquisitions, Security, Project Planning, Project Management, Software Documentation, Hardware, Computer Hardware, Technical Support, Microsoft SQL Server, Windows, System Administration, Vendor Management, Networking, Telecommunications, Infrastructure, Visio, Recruiting, Manufacturing, VMware, Information Technology, Help Desk Support, Information Security
Education
University of Louisville 1974 — 1979
Bachelor of Science
David R. Parker's Salomon Smith Barney Experience January 1989 - September 2008
Job Senior Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Salomon Smith Barney January 1989 - September 2008
Merrill Lynch March 1983 - January 1989
Skills
Series 7, Strategic Planning, Mutual Funds, Portfolio Management, Series 63, Financial Planning, Investments, Asset Allocation, 401k, Sales
Education
Univ. of Miami 1969 — 1970
Business Administration and Management, General
University of Notre Dame 1965 — 1969
BS, Marketing
UBS Financial Services Inc. October 2008 - Present
Salomon Smith Barney January 1989 - September 2008
Merrill Lynch March 1983 - January 1989
Skills
Series 7, Strategic Planning, Mutual Funds, Portfolio Management, Series 63, Financial Planning, Investments, Asset Allocation, 401k, Sales
Education
Univ. of Miami 1969 — 1970
Business Administration and Management, General
University of Notre Dame 1965 — 1969
BS, Marketing
Joseph Kraft Joseph Kraft's Salomon Smith Barney Experience May 1993 - July 2001
Job Director at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Robert W. Baird January 2010 - Present
Morgan Stanley Smith Barney July 2001 - January 2010
Salomon Smith Barney May 1993 - July 2001
Northern Trust May 1989 - May 1993
Education
University of Chicago 2010 — 2010
University of Illinois at Urbana-Champaign 1987 — 1989
BA, Economics
University of Illinois at Urbana-Champaign 1983 — 1987
Microbiology
Cordelia Lo Cordelia Lo's Salomon Smith Barney Experience 1999 - 2000
Job Experienced Financial Advisor and Strategic Planner
Industry Financial Services
Experience
Citi Personal Wealth Management April 2001 - Present
The Barnabas Group - Los Angeles Chapter January 2014 - Present
Treasures January 2014 - Present
Moscato Software LLC 2011 - Present
Kathleen McDonnell Maurer Foundation January 2012 - Present
Access Executive Network 2009 - 2012
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Asset Managment, Alternative Investments, Investment Management, Relationship Management, Asset Management, Equities, Fixed Income, Investment Strategies, Marketing, Retirement, Retirement Planning, Wealth, Estate Planning, Entrepreneurship, ETFs, Finance
Education
University of California, Los Angeles 1993 — 1998
BA, Geography/Environmental Studies
Citi Personal Wealth Management April 2001 - Present
The Barnabas Group - Los Angeles Chapter January 2014 - Present
Treasures January 2014 - Present
Moscato Software LLC 2011 - Present
Kathleen McDonnell Maurer Foundation January 2012 - Present
Access Executive Network 2009 - 2012
Salomon Smith Barney 1999 - 2000
Skills
Portfolio Management, Investments, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Asset Managment, Alternative Investments, Investment Management, Relationship Management, Asset Management, Equities, Fixed Income, Investment Strategies, Marketing, Retirement, Retirement Planning, Wealth, Estate Planning, Entrepreneurship, ETFs, Finance
Education
University of California, Los Angeles 1993 — 1998
BA, Geography/Environmental Studies
Kay Divant's Salomon Smith Barney Experience 2001 - 2002
Job writer
Industry Fine Art
Experience
Fine Art Associates December 2010 - February 2013
Enterprise Holdings, Inc. May 2008 - December 2010
WestLB May 2003 - July 2005
Critical Mass (an arts consortium) September 1994 - October 2004
Barclays Capital April 2002 - April 2003
Salomon Smith Barney 2001 - 2002
11211 Magazine 1998 - 2002
ING Barings 1998 - 2001
SBC Warburg September 1996 - September 1997
The Divant Wing at the Distillery September 1990 - August 1995
Education
University of California, Los Angeles 1968 — 1973
Bachelor of Arts magna cum laude, English, honors
University of New Hampshire 1983 — 1985
Master of Arts (M.A.), English (Post 1970s Critical Theories)
University of Tulsa 1947 — 1960
School of Fine Arts, Music Preparatory, piano
Fine Art Associates December 2010 - February 2013
Enterprise Holdings, Inc. May 2008 - December 2010
WestLB May 2003 - July 2005
Critical Mass (an arts consortium) September 1994 - October 2004
Barclays Capital April 2002 - April 2003
Salomon Smith Barney 2001 - 2002
11211 Magazine 1998 - 2002
ING Barings 1998 - 2001
SBC Warburg September 1996 - September 1997
The Divant Wing at the Distillery September 1990 - August 1995
Education
University of California, Los Angeles 1968 — 1973
Bachelor of Arts magna cum laude, English, honors
University of New Hampshire 1983 — 1985
Master of Arts (M.A.), English (Post 1970s Critical Theories)
University of Tulsa 1947 — 1960
School of Fine Arts, Music Preparatory, piano
Michelle Jackson Cohoon's Salomon Smith Barney Experience December 1999 - December 2002
Job
Industry Pharmaceuticals
Experience
Novo Nordisk March 2014 - Present
GSK January 2007 - March 2014
Stiefel Laboratories March 2005 - December 2006
Stiefel Laboratories April 2003 - April 2005
Salomon Smith Barney December 1999 - December 2002
Honeywell Aerospace 1998 - 1999
Skills
Managed Care, Account Management, Healthcare, Dermatology, Pharmaceuticals, Product Development, Contract Negotiation, Strategic Planning, Business Planning, Health, Budgeting, Tactics, National Accounts, Medicare, Acne, PBM, Pharmaceutical Industry, Pharmacy Benefit..., Neurology, Cardiology
Education
University of South Florida 1994 — 1999
BS
Novo Nordisk March 2014 - Present
GSK January 2007 - March 2014
Stiefel Laboratories March 2005 - December 2006
Stiefel Laboratories April 2003 - April 2005
Salomon Smith Barney December 1999 - December 2002
Honeywell Aerospace 1998 - 1999
Skills
Managed Care, Account Management, Healthcare, Dermatology, Pharmaceuticals, Product Development, Contract Negotiation, Strategic Planning, Business Planning, Health, Budgeting, Tactics, National Accounts, Medicare, Acne, PBM, Pharmaceutical Industry, Pharmacy Benefit..., Neurology, Cardiology
Education
University of South Florida 1994 — 1999
BS
Kevin Chan-A-Shing Kevin Chan-A-Shing's Salomon Smith Barney Experience 1998 - 2001
Job Senior Strategy, Operations and Risk Executive
Industry Financial Services
Experience
Discover Financial Services 2013 - Present
Discover Financial Services 2010 - 2013
Discover Financial Services 2008 - 2009
Boston Consulting Group 2004 - 2008
Salomon Smith Barney 1998 - 2001
Skills
Strategy, Management Consulting, Mergers, Business Transformation, Operations Management, Business Process..., Innovation Management, Customer Experience, Investment Banking, Collections, Call Center, Marketing Strategy, Talent Management, Fraud Investigations, Deposits, Credit Card Processing, Six Sigma Black Belt, Acquisition Integration, Six Sigma, Innovation, Credit Cards, Call Centers, Mergers & Acquisitions, Operational Risk, Business Analysis, Cross-functional Team..., Business Development, Business Strategy, Strategic Planning, Change Management, Executive Management, Analysis, Project Management, Financial Services, Financial Analysis, COSO Framework, Compliance, Risk Management, Enterprise Risk..., Management, Financial Modeling, Due Diligence, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
BSBA
St. Mary's College
Cambridge International Examinations - A Levels
Discover Financial Services 2013 - Present
Discover Financial Services 2010 - 2013
Discover Financial Services 2008 - 2009
Boston Consulting Group 2004 - 2008
Salomon Smith Barney 1998 - 2001
Skills
Strategy, Management Consulting, Mergers, Business Transformation, Operations Management, Business Process..., Innovation Management, Customer Experience, Investment Banking, Collections, Call Center, Marketing Strategy, Talent Management, Fraud Investigations, Deposits, Credit Card Processing, Six Sigma Black Belt, Acquisition Integration, Six Sigma, Innovation, Credit Cards, Call Centers, Mergers & Acquisitions, Operational Risk, Business Analysis, Cross-functional Team..., Business Development, Business Strategy, Strategic Planning, Change Management, Executive Management, Analysis, Project Management, Financial Services, Financial Analysis, COSO Framework, Compliance, Risk Management, Enterprise Risk..., Management, Financial Modeling, Due Diligence, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
BSBA
St. Mary's College
Cambridge International Examinations - A Levels
C. Peter Croonquist C. Peter Croonquist's Salomon Smith Barney Experience 1995 - 2000
Job Sr. Vice President/ Wealth Management AWMA℠
Industry Financial Services
Experience
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Peter Ristine's Salomon Smith Barney Experience January 1997 - April 1998
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Zaratan Capital Management 2012 - 2013
Societe Generale 2010 - 2012
Standard Chartered Bank 2009 - 2010
Citi January 2007 - January 2009
Citi January 2004 - January 2007
Citi January 2001 - January 2004
Citi April 1998 - January 2001
Salomon Smith Barney January 1997 - April 1998
Salomon Brothers October 1994 - January 1997
Skills
Interest Rate Swaps, Fixed Income, Derivatives, Swaptions, US Treasuries, Interest Rate Risk..., Structured Products, Macroeconomics, Hedging, ALM, Excel, VBA, Bonds, Swaps, Volatility, Government Bonds, Bloomberg, Rates, Global Macro, Risk Management, Agency MBS, MBS, ABS, Series 24, Series 7, Series 63, Interest Rate..., Trading, Microsoft Excel, Investments, Market Risk, Capital Markets, Structured Finance, Financial Risk, Commodity, Banking, Financial Structuring, Financial Services, Foreign Exchange, Hedge Funds, Credit Derivatives, Financial Markets, Equity Derivatives
Education
University of Florida - Warrington College of Business Administration 1990 — 1994
BSBA, Finance
Zaratan Capital Management 2012 - 2013
Societe Generale 2010 - 2012
Standard Chartered Bank 2009 - 2010
Citi January 2007 - January 2009
Citi January 2004 - January 2007
Citi January 2001 - January 2004
Citi April 1998 - January 2001
Salomon Smith Barney January 1997 - April 1998
Salomon Brothers October 1994 - January 1997
Skills
Interest Rate Swaps, Fixed Income, Derivatives, Swaptions, US Treasuries, Interest Rate Risk..., Structured Products, Macroeconomics, Hedging, ALM, Excel, VBA, Bonds, Swaps, Volatility, Government Bonds, Bloomberg, Rates, Global Macro, Risk Management, Agency MBS, MBS, ABS, Series 24, Series 7, Series 63, Interest Rate..., Trading, Microsoft Excel, Investments, Market Risk, Capital Markets, Structured Finance, Financial Risk, Commodity, Banking, Financial Structuring, Financial Services, Foreign Exchange, Hedge Funds, Credit Derivatives, Financial Markets, Equity Derivatives
Education
University of Florida - Warrington College of Business Administration 1990 — 1994
BSBA, Finance
Duane Dabrowski Duane Dabrowski's Salomon Smith Barney Experience April 1997 - April 1998
Job International Speaker, Training Consultant, Coach, and Author
Industry Professional Training & Coaching
Experience
Duane Dabrowski Seminars April 1998 - Present
CompuGroup Medical USA January 2012 - April 2012
Pitney Bowes July 2010 - December 2011
AchieveGlobal April 1998 - January 2010
Salomon Smith Barney April 1997 - April 1998
The Tampa Tribune 1986 - 1996
York Health Products March 1982 - 1986
Skills
Assessment of..., Adult Learning Theory..., Talent Development, Talent Assessment, Strategic Training..., Agile Project Management, Instructional Design, Virtual Instructor Led..., Consultative Selling, Negotiation, Keynote, Train the Trainer, Sales Management, Sales Process, Sales Pipeline..., Leadership Development, Situational Leadership, Time Management, Coaching, Instructor-led Training, Organizational..., Performance Management, Adult Education, Public Speaking, Trainers, Customer Experience, Virtual, Management Development, Needs Analysis, Executive Coaching, Conflict Resolution, Organizational..., Training Delivery, Performance Improvement, Staff Development, Interviewing, Mentoring, Team Building, Organizational Change, Change Management, Soft Skills, Strategic Thinking, MBTI, Webinars, Blended Learning, Solution Selling, Management Consulting, Team Leadership, Team Management, Strategic Planning
Education
University of South Florida 1986 — 1990
BA, Communication
Duane Dabrowski Seminars April 1998 - Present
CompuGroup Medical USA January 2012 - April 2012
Pitney Bowes July 2010 - December 2011
AchieveGlobal April 1998 - January 2010
Salomon Smith Barney April 1997 - April 1998
The Tampa Tribune 1986 - 1996
York Health Products March 1982 - 1986
Skills
Assessment of..., Adult Learning Theory..., Talent Development, Talent Assessment, Strategic Training..., Agile Project Management, Instructional Design, Virtual Instructor Led..., Consultative Selling, Negotiation, Keynote, Train the Trainer, Sales Management, Sales Process, Sales Pipeline..., Leadership Development, Situational Leadership, Time Management, Coaching, Instructor-led Training, Organizational..., Performance Management, Adult Education, Public Speaking, Trainers, Customer Experience, Virtual, Management Development, Needs Analysis, Executive Coaching, Conflict Resolution, Organizational..., Training Delivery, Performance Improvement, Staff Development, Interviewing, Mentoring, Team Building, Organizational Change, Change Management, Soft Skills, Strategic Thinking, MBTI, Webinars, Blended Learning, Solution Selling, Management Consulting, Team Leadership, Team Management, Strategic Planning
Education
University of South Florida 1986 — 1990
BA, Communication
Cheng-Cheng Lok's Salomon Smith Barney Experience December 2007 - May 2008
Job Director of Product at Trulia
Industry Computer Software
Experience
Trulia July 2015 - Present
Trulia July 2014 - July 2015
Amazon.com August 2012 - July 2014
Intuit July 2011 - August 2012
Intuit September 2009 - November 2011
Seaside Chiropractic January 2007 - June 2009
BusinessOnLine May 2008 - February 2009
Salomon Smith Barney December 2007 - May 2008
Skills
Cross-functional Team..., Product Management, User Experience, Strategy, Go-to-market Strategy, Business Strategy, Market Analysis, Market Research, Mobile Devices, Marketing, Product Marketing, Business Development, Leadership, E-commerce, Analytics, Management
Education
University of California, San Diego
BS, Management Science
Lowell High School
Trulia July 2015 - Present
Trulia July 2014 - July 2015
Amazon.com August 2012 - July 2014
Intuit July 2011 - August 2012
Intuit September 2009 - November 2011
Seaside Chiropractic January 2007 - June 2009
BusinessOnLine May 2008 - February 2009
Salomon Smith Barney December 2007 - May 2008
Skills
Cross-functional Team..., Product Management, User Experience, Strategy, Go-to-market Strategy, Business Strategy, Market Analysis, Market Research, Mobile Devices, Marketing, Product Marketing, Business Development, Leadership, E-commerce, Analytics, Management
Education
University of California, San Diego
BS, Management Science
Lowell High School
Andrew Feller Andrew Feller's Salomon Smith Barney Experience August 1996 - July 1998
Job Managing Director at Metalmark Capital
Industry Venture Capital & Private Equity
Experience
Metalmark Capital September 2004 - Present
Morgan Stanley August 2002 - September 2004
The Blackstone Group July 1998 - July 2000
Salomon Smith Barney August 1996 - July 1998
Skills
Private Equity, Growth Capital, LBO, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Corporate Development, Buyouts, Mezzanine, Private Placements, Deal Sourcing, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's Degree, Finance
Horace Greeley
Metalmark Capital September 2004 - Present
Morgan Stanley August 2002 - September 2004
The Blackstone Group July 1998 - July 2000
Salomon Smith Barney August 1996 - July 1998
Skills
Private Equity, Growth Capital, LBO, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Investments, Asset Management, Financial Analysis, Corporate Development, Buyouts, Mezzanine, Private Placements, Deal Sourcing, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor's Degree, Finance
Horace Greeley
Bill Ogrodnick Bill Ogrodnick's Salomon Smith Barney Experience 2001 - 2002
Job Global Industry Analyst, Oilfield Services at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2007 - Present
Wellington Management September 2007 - November 2008
Wellington Management May 2006 - August 2006
Porter Orlin 2004 - 2005
SAC Capital 2002 - 2004
Salomon Smith Barney 2001 - 2002
Skills
Factset, Equity Research, Bloomberg, Hedge Funds, Equities, Healthcare, Energy, Industrial Sector
Education
Wharton School, University of Pennsylvania 2005 — 2007
Master of Business Administration, Major in Healthcare Management
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Major in Finance and Management
Concord Academy 1993 — 1997
High School
Wellington Management September 2007 - Present
Wellington Management September 2007 - November 2008
Wellington Management May 2006 - August 2006
Porter Orlin 2004 - 2005
SAC Capital 2002 - 2004
Salomon Smith Barney 2001 - 2002
Skills
Factset, Equity Research, Bloomberg, Hedge Funds, Equities, Healthcare, Energy, Industrial Sector
Education
Wharton School, University of Pennsylvania 2005 — 2007
Master of Business Administration, Major in Healthcare Management
Wharton School, University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Major in Finance and Management
Concord Academy 1993 — 1997
High School
William Bannister's Salomon Smith Barney Experience June 1998 - August 1998
Job FX Options Trader at Consolidated Trading
Industry Financial Services
Experience
Consolidated Trading August 2013 - April 2015
Wolverine Trading September 2000 - June 2013
Salomon Smith Barney June 1998 - August 1998
Corn Options Pit - WYO June 1996 - August 1997
Skills
Options, FX Options, FX trading, FX Derivatives, Risk Management, Commodity Markets, Commodity Risk..., Electronic Trading, Trading Strategies, Proprietary Trading, Futures Trading, Trading, Trading Systems
Education
University of Missouri-Columbia 1997 — 2000
Bachelor of Science (B.S.)
New Trier High School
Consolidated Trading August 2013 - April 2015
Wolverine Trading September 2000 - June 2013
Salomon Smith Barney June 1998 - August 1998
Corn Options Pit - WYO June 1996 - August 1997
Skills
Options, FX Options, FX trading, FX Derivatives, Risk Management, Commodity Markets, Commodity Risk..., Electronic Trading, Trading Strategies, Proprietary Trading, Futures Trading, Trading, Trading Systems
Education
University of Missouri-Columbia 1997 — 2000
Bachelor of Science (B.S.)
New Trier High School
Renny Chavanikamannil Renny Chavanikamannil's Salomon Smith Barney Experience 1999 - 2001
Job Managing Director, Investment Banking Syndicate Manager at IFS Securities
Industry Investment Banking
Experience
IFS Securities February 2014 - Present
Euro Pacific Capital 2011 - 2013
Roth Capital Partners 2002 - 2008
Salomon Smith Barney 1999 - 2001
Skills
Investment Banking, Valuation, Equities, Equity Research, Alternative Investments, Equity Capital Markets, Financial Analysis, Bloomberg, Capital Markets, Investments, Fixed Income, Portfolio Management, Asset Managment, Corporate Finance, Venture Capital, Finance, Private Equity, Investment Strategies, Series 63, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Emerging Markets, Asset Management, Series 7, Trading, Due Diligence, Securities, Structured Finance, Equity Valuation
Education
University of California, Irvine
University of Oxford
IFS Securities February 2014 - Present
Euro Pacific Capital 2011 - 2013
Roth Capital Partners 2002 - 2008
Salomon Smith Barney 1999 - 2001
Skills
Investment Banking, Valuation, Equities, Equity Research, Alternative Investments, Equity Capital Markets, Financial Analysis, Bloomberg, Capital Markets, Investments, Fixed Income, Portfolio Management, Asset Managment, Corporate Finance, Venture Capital, Finance, Private Equity, Investment Strategies, Series 63, Mergers & Acquisitions, Financial Modeling, Hedge Funds, Emerging Markets, Asset Management, Series 7, Trading, Due Diligence, Securities, Structured Finance, Equity Valuation
Education
University of California, Irvine
University of Oxford
Allana Cook's Salomon Smith Barney Experience 1996 - 2000
Job Recovery Strategies in P.T.S.D.
Industry Research
Experience
Boys and Girls Clubs of America February 2012 - November 2012
University of Delaware June 2010 - March 2012
Morgan Stanley 2000 - 2001
Salomon Smith Barney 1996 - 2000
Caldwell Staffing Services 1995 - 1996
Drexel University 1990 - 1995
U.S. Army Reserve 1986 - 1992
Skills
Qualitative Research, Proposal Writing, Military Experience, Report Writing, Creative Writing, Reporting & Analysis, Asset Management, Liaison, Training, Payroll, Written & Oral..., Customer Retention, Customer Support, Administrative..., Data Management
Education
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Concentration Law and Society, Criminal Justice
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Black American Studies, Concentration Law and Society
Boys and Girls Clubs of America February 2012 - November 2012
University of Delaware June 2010 - March 2012
Morgan Stanley 2000 - 2001
Salomon Smith Barney 1996 - 2000
Caldwell Staffing Services 1995 - 1996
Drexel University 1990 - 1995
U.S. Army Reserve 1986 - 1992
Skills
Qualitative Research, Proposal Writing, Military Experience, Report Writing, Creative Writing, Reporting & Analysis, Asset Management, Liaison, Training, Payroll, Written & Oral..., Customer Retention, Customer Support, Administrative..., Data Management
Education
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Concentration Law and Society, Criminal Justice
University of Delaware 2007 — 2012
Bachelor of Arts (B.A.), Black American Studies, Concentration Law and Society
Jean Fallers Jean Fallers's Salomon Smith Barney Experience April 1997 - April 2000
Job Executive Director, Oversight & Control at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
JPMorganChase September 2011 - November 2013
JPMorganChase January 2007 - September 2011
JPMorganChase April 2001 - April 2007
Spherion April 2000 - April 2001
Salomon Smith Barney April 1997 - April 2000
Salomon Smith Barney January 1997 - January 2000
Access Group 1994 - 1997
Skills
Cross-functional Team..., Strategy, Operations Management, Analysis, Management, Vendor Management, Business Development, Credit Cards, Team Leadership, Customer Experience, Marketing, Competitive Analysis, CRM, Account Management, Process Improvement, Project Planning, Project Management, Forecasting, Marketing Strategy, Relationship Management, Budgets, P&L Management, Strategic Planning, Risk Management, Relationship Marketing, Regulatory Guidelines, Strategic Partnerships, Regulatory Requirements, Regulatory Analysis, Problem Solving, Budget, Business Process..., Personnel Management, Marketing Communications, Product Marketing, Manage Client..., Risk Assessment, Operational Risk, Operational Excellence, Process Control, Third Party Vendor..., Infrastructure..., IT Infrastructure..., Quality Control, Customer Acquisition, Financial Services, Leadership, Banking, Analytics, Business Analysis
Education
University of Delaware
Bachelor of Science, Business Administration (Finance Concentration)
Widener University
Master, Business Administration
JPMorgan Chase November 2013 - Present
JPMorganChase September 2011 - November 2013
JPMorganChase January 2007 - September 2011
JPMorganChase April 2001 - April 2007
Spherion April 2000 - April 2001
Salomon Smith Barney April 1997 - April 2000
Salomon Smith Barney January 1997 - January 2000
Access Group 1994 - 1997
Skills
Cross-functional Team..., Strategy, Operations Management, Analysis, Management, Vendor Management, Business Development, Credit Cards, Team Leadership, Customer Experience, Marketing, Competitive Analysis, CRM, Account Management, Process Improvement, Project Planning, Project Management, Forecasting, Marketing Strategy, Relationship Management, Budgets, P&L Management, Strategic Planning, Risk Management, Relationship Marketing, Regulatory Guidelines, Strategic Partnerships, Regulatory Requirements, Regulatory Analysis, Problem Solving, Budget, Business Process..., Personnel Management, Marketing Communications, Product Marketing, Manage Client..., Risk Assessment, Operational Risk, Operational Excellence, Process Control, Third Party Vendor..., Infrastructure..., IT Infrastructure..., Quality Control, Customer Acquisition, Financial Services, Leadership, Banking, Analytics, Business Analysis
Education
University of Delaware
Bachelor of Science, Business Administration (Finance Concentration)
Widener University
Master, Business Administration
Charles Hsieh Charles Hsieh's Salomon Smith Barney Experience 2000 - 2002
Job Director at Hines
Industry Real Estate
Experience
Hines 2008 - Present
McKinsey & Company 2007 - 2007
Alco Investments 2003 - 2005
Salomon Smith Barney 2000 - 2002
The Walt Disney Company 1998 - 1998
Skills
Due Diligence, Real Estate Transactions, Investment Properties, Real Estate Financing, Residential Homes, Asset Managment, Cross-border..., Disposition, Real Estate Development, IPO, Leases, Corporate Real Estate, Property Management, Investment Banking, Landlord, Real Estate, Real Estate Economics, Lease Administration, Tenant, Investments, Asset Management, Valuation, Commercial Real Estate, Acquisitions, Portfolio Management, Corporate Finance, Strategy
Education
Wharton School of Business 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of Pennsylvania 2005 — 2007
Master of Arts (MA), International Studies
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (BS), Finance; Management
Harvard-Westlake School 1990 — 1996
Hines 2008 - Present
McKinsey & Company 2007 - 2007
Alco Investments 2003 - 2005
Salomon Smith Barney 2000 - 2002
The Walt Disney Company 1998 - 1998
Skills
Due Diligence, Real Estate Transactions, Investment Properties, Real Estate Financing, Residential Homes, Asset Managment, Cross-border..., Disposition, Real Estate Development, IPO, Leases, Corporate Real Estate, Property Management, Investment Banking, Landlord, Real Estate, Real Estate Economics, Lease Administration, Tenant, Investments, Asset Management, Valuation, Commercial Real Estate, Acquisitions, Portfolio Management, Corporate Finance, Strategy
Education
Wharton School of Business 2005 — 2007
Master of Business Administration (MBA), Real Estate
University of Pennsylvania 2005 — 2007
Master of Arts (MA), International Studies
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (BS), Finance; Management
Harvard-Westlake School 1990 — 1996
Michael Colonna, CIMA® Michael Colonna, CIMA®'s Salomon Smith Barney Experience September 1997 - March 2002
Job Vice President Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
BlackRock April 2012 - Present
Morningstar February 2012 - April 2012
The Vanguard Group October 2005 - October 2011
American Funds April 2003 - October 2005
Salomon Smith Barney September 1997 - March 2002
Salomon Smith Barney 1997 - 2002
Skills
Consultative Selling, Exchange Traded Funds, Capital Markets Analysis, Seminars and..., Client Acquisition, Account Development, Mutual Funds, Separately Managed..., 529 Plans
Education
University of Richmond 1993 — 1997
BS, Finance
Noah Babin's Salomon Smith Barney Experience June 2003 - July 2003
Job N/A
Industry Financial Services
Experience
Self Employed May 2011 - Present
SCOTtrends August 2011 - April 2012
General Atomics May 2010 - May 2011
Carolina Hurricanes April 2007 - April 2009
Salomon Smith Barney June 2003 - July 2003
Skills
Finance, Analysis, Corporate Finance, Equities, Budgets, Management, Microsoft Excel, Portfolio Management, Securities, Trading, Accounting, Asset Allocation, Asset Management, Asset Managment, Marketing
Education
University of Notre Dame 2003 — 2007
BBA, Finance
University of Notre Dame - Mendoza College of Business 2003 — 2007
BA, Finance/Peace Studies
Self Employed May 2011 - Present
SCOTtrends August 2011 - April 2012
General Atomics May 2010 - May 2011
Carolina Hurricanes April 2007 - April 2009
Salomon Smith Barney June 2003 - July 2003
Skills
Finance, Analysis, Corporate Finance, Equities, Budgets, Management, Microsoft Excel, Portfolio Management, Securities, Trading, Accounting, Asset Allocation, Asset Management, Asset Managment, Marketing
Education
University of Notre Dame 2003 — 2007
BBA, Finance
University of Notre Dame - Mendoza College of Business 2003 — 2007
BA, Finance/Peace Studies
Jeff Rosen Jeff Rosen's Salomon Smith Barney Experience 1996 - 1998
Job
Industry Real Estate
Experience
Chance Partners June 2011 - Present
The CIM Group 2003 - February 2011
Storage Deluxe Management Company 2001 - 2002
1stUp.com 2000 - 2001
Federal Realty Investment Trust 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Investments, Capital Markets, Investment Banking, Asset Management, Real Estate Private..., Acquisitions, Finance, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Real Estate, Finance
Chance Partners June 2011 - Present
The CIM Group 2003 - February 2011
Storage Deluxe Management Company 2001 - 2002
1stUp.com 2000 - 2001
Federal Realty Investment Trust 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Investments, Capital Markets, Investment Banking, Asset Management, Real Estate Private..., Acquisitions, Finance, Real Estate Economics
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS Economics, Real Estate, Finance
Eric Slaim Eric Slaim's Salomon Smith Barney Experience July 2000 - June 2002
Job Founder, Hedge Fund Investor Network
Industry Financial Services
Experience
HFIN One March 2010 - Present
Hedge Fund Investor Network March 2009 - Present
Great Atlantic Capital Management May 2007 - December 2010
Ten-Sixty Asset Management May 2008 - October 2009
PRS Group July 2004 - December 2006
The Carlyle Group July 2002 - July 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Private Equity, Equities, Investments, Investment Banking, Fund Of Funds, Financial Modeling, Due Diligence, Valuation, Capital Markets, Corporate Finance, Information Technology, Information Management, Business Development, Marketing Communications, Website Development, Website Creation, Brand Developement, Brand Loyalty, Start-ups, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
HFIN One March 2010 - Present
Hedge Fund Investor Network March 2009 - Present
Great Atlantic Capital Management May 2007 - December 2010
Ten-Sixty Asset Management May 2008 - October 2009
PRS Group July 2004 - December 2006
The Carlyle Group July 2002 - July 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Private Equity, Equities, Investments, Investment Banking, Fund Of Funds, Financial Modeling, Due Diligence, Valuation, Capital Markets, Corporate Finance, Information Technology, Information Management, Business Development, Marketing Communications, Website Development, Website Creation, Brand Developement, Brand Loyalty, Start-ups, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
Jaime G. Huffman's Salomon Smith Barney Experience April 2000 - September 2005
Job Practice Owner, INTEGRITY FINANCIAL ADVISORS
Industry Financial Services
Experience
INTEGRITY FINANCIAL ADVISORS 2005 - Present
Salomon Smith Barney April 2000 - September 2005
Amoco January 1980 - May 1996
Skills
Accounting, Mergers, Strategic Planning, Forecasting, Estate Planning, Process Improvement, Business Planning, Investments, Mergers & Acquisitions, Tax, Strategic Financial..., Finance, Portfolio Management, Budgets, Financial Analysis, Risk Management, Retirement Planning, Insurance
Education
University of Florida 1976 — 1979
Bachelor of Science (BS), Accounting. Minor in CIS and Economics
Rutgers University - Douglas College 1975 — 1976
INTEGRITY FINANCIAL ADVISORS 2005 - Present
Salomon Smith Barney April 2000 - September 2005
Amoco January 1980 - May 1996
Skills
Accounting, Mergers, Strategic Planning, Forecasting, Estate Planning, Process Improvement, Business Planning, Investments, Mergers & Acquisitions, Tax, Strategic Financial..., Finance, Portfolio Management, Budgets, Financial Analysis, Risk Management, Retirement Planning, Insurance
Education
University of Florida 1976 — 1979
Bachelor of Science (BS), Accounting. Minor in CIS and Economics
Rutgers University - Douglas College 1975 — 1976
Reed Schmaedeke's Salomon Smith Barney Experience January 1989 - February 1998
Job Special event relations, logistics and consulting/Lead Volunteer
Industry Music
Experience
RAM Racing 2013 - Present
C3 Presents August 2010 - Present
Lincoln Park Zoo March 2010 - Present
National Survey Service July 2007 - July 2008
Chadwick Real Estate Group February 2005 - November 2006
Northern Trust December 2000 - January 2005
Carr Futures March 1998 - November 2000
Salomon Smith Barney January 1989 - February 1998
Skills
Customer Service, Nonprofits, Microsoft Word, Social Networking, Event Planning, Invoicing, Fundraising, Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, PowerPoint, Budgets, Social Media, Outlook, Event Management, Analysis, Series 7, Research, Marketing, System Administration, Music Industry, Music Education, Music Production, Musicians, Leadership, Training
Education
University of Illinois at Urbana-Champaign 1985 — 1989
LAS, Music
RAM Racing 2013 - Present
C3 Presents August 2010 - Present
Lincoln Park Zoo March 2010 - Present
National Survey Service July 2007 - July 2008
Chadwick Real Estate Group February 2005 - November 2006
Northern Trust December 2000 - January 2005
Carr Futures March 1998 - November 2000
Salomon Smith Barney January 1989 - February 1998
Skills
Customer Service, Nonprofits, Microsoft Word, Social Networking, Event Planning, Invoicing, Fundraising, Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, PowerPoint, Budgets, Social Media, Outlook, Event Management, Analysis, Series 7, Research, Marketing, System Administration, Music Industry, Music Education, Music Production, Musicians, Leadership, Training
Education
University of Illinois at Urbana-Champaign 1985 — 1989
LAS, Music
Wayne Boenig Wayne Boenig's Salomon Smith Barney Experience March 1988 - February 1996
Job Chief Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group November 2002 - Present
Boston University January 2004 - December 2008
Loomis Sayles & Co. February 1997 - February 2002
LPL Financial Services February 1996 - January 1997
Salomon Smith Barney March 1988 - February 1996
MBank USA April 1985 - March 1988
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Education, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Cornwall Central High School 1975 — 1980
The PFE Group November 2002 - Present
Boston University January 2004 - December 2008
Loomis Sayles & Co. February 1997 - February 2002
LPL Financial Services February 1996 - January 1997
Salomon Smith Barney March 1988 - February 1996
MBank USA April 1985 - March 1988
Skills
Retirement Planning, Asset Allocation, Series 7, Financial Education, Due Diligence
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
BSBA, Finance
Cornwall Central High School 1975 — 1980
Ken Sena Ken Sena's Salomon Smith Barney Experience July 1999 - June 2000
Job Managing Director, Internet Analyst at Evercore Institutional Equities
Industry Financial Services
Experience
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Matt Mahmood's Salomon Smith Barney Experience January 1993 - December 1995
Job Managing Director at Proplast Group
Industry Plastics
Experience
Proplast Group LLC May 2015 - Present
Thermotech, Inc. December 2007 - April 2015
Pioneer Plastics, Inc April 2002 - January 2015
Circata Corporation August 1999 - November 2003
American Express Financial Advisors July 1996 - February 2000
Bear Stearns January 1995 - November 1996
Salomon Smith Barney January 1993 - December 1995
Skills
Manufacturing, Executive Management, P&L Management, Operational Turnaround, Turnaround Specialist, Distressed M&A, Mergers, Turn Around Management, Strategic Planning, Manufacturing Operations, Global Strategy, Continuous Improvement, Change Management, Operations Management, Marketing Strategy, Corporate Finance, Molding, Supply Chain Management, Analysis, Operational Excellence, Process Improvement, Start-ups, Business Strategy, Negotiation, Supply Chain, International Business, Strategic Partnerships, Investments, Planning, Cost Reduction, Customer Relations, Contract Negotiation, Mentoring, Business Management, IT Strategy, Tax, Company Acquisitions, Global Operations, Internationalization, International..., Strategic Thinking, Joint Ventures, Investment Banking, Investment Strategies, Financial Modeling, Financial Accounting, Financial Analysis, Foreign Investment, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA - magna cum laude, Strategy & Operations
Proplast Group LLC May 2015 - Present
Thermotech, Inc. December 2007 - April 2015
Pioneer Plastics, Inc April 2002 - January 2015
Circata Corporation August 1999 - November 2003
American Express Financial Advisors July 1996 - February 2000
Bear Stearns January 1995 - November 1996
Salomon Smith Barney January 1993 - December 1995
Skills
Manufacturing, Executive Management, P&L Management, Operational Turnaround, Turnaround Specialist, Distressed M&A, Mergers, Turn Around Management, Strategic Planning, Manufacturing Operations, Global Strategy, Continuous Improvement, Change Management, Operations Management, Marketing Strategy, Corporate Finance, Molding, Supply Chain Management, Analysis, Operational Excellence, Process Improvement, Start-ups, Business Strategy, Negotiation, Supply Chain, International Business, Strategic Partnerships, Investments, Planning, Cost Reduction, Customer Relations, Contract Negotiation, Mentoring, Business Management, IT Strategy, Tax, Company Acquisitions, Global Operations, Internationalization, International..., Strategic Thinking, Joint Ventures, Investment Banking, Investment Strategies, Financial Modeling, Financial Accounting, Financial Analysis, Foreign Investment, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA - magna cum laude, Strategy & Operations
Janet Yonga Kim Knowles's Salomon Smith Barney Experience June 1996 - September 1998
Job Principal Software Development Specialist Argonne National Laboratory
Industry Research
Experience
Argonne National Laboratory May 2013 - Present
SRI International January 2011 - March 2012
Sarnoff Corporation June 2010 - January 2011
Lockheed Martin - Advanced Technology Laboratories November 2008 - May 2010
Sarnoff Corporation June 2005 - November 2008
Moberg Resarch, Inc September 2004 - April 2005
University of Illinois at Chicago January 2000 - August 2004
Electronic Visualization Laboratory, University of Illinois at Chicago 1999 - 2004
LucasArts Entertainment Company June 2003 - August 2003
Salomon Smith Barney June 1996 - September 1998
Skills
Augmented Reality, 3D Modeling, User Interface, Data Visualization, User Interface Design, Computer Animation, Virtual Reality, Computer Vision, Software Development, C++, Software Engineering, Image Processing, Algorithms, Software Design, Visual Studio, Computer Graphics, Guitar, Machine Learning, Signal Processing, Java, Computer Science, 3D visualization, Matlab, C, Simulations, OpenGL
Education
University of Illinois at Chicago 1999 — 2004
MS
University of Pennsylvania 1992 — 1996
BSE
Argonne National Laboratory May 2013 - Present
SRI International January 2011 - March 2012
Sarnoff Corporation June 2010 - January 2011
Lockheed Martin - Advanced Technology Laboratories November 2008 - May 2010
Sarnoff Corporation June 2005 - November 2008
Moberg Resarch, Inc September 2004 - April 2005
University of Illinois at Chicago January 2000 - August 2004
Electronic Visualization Laboratory, University of Illinois at Chicago 1999 - 2004
LucasArts Entertainment Company June 2003 - August 2003
Salomon Smith Barney June 1996 - September 1998
Skills
Augmented Reality, 3D Modeling, User Interface, Data Visualization, User Interface Design, Computer Animation, Virtual Reality, Computer Vision, Software Development, C++, Software Engineering, Image Processing, Algorithms, Software Design, Visual Studio, Computer Graphics, Guitar, Machine Learning, Signal Processing, Java, Computer Science, 3D visualization, Matlab, C, Simulations, OpenGL
Education
University of Illinois at Chicago 1999 — 2004
MS
University of Pennsylvania 1992 — 1996
BSE
Bill Regan's Salomon Smith Barney Experience February 2001 - October 2003
Job Senior Account Manager at NetApp
Industry Information Technology and Services
Experience
Forsythe Technology December 2011 - July 2015
Actifio January 2011 - December 2011
EMC May 2006 - October 2010
ADP 2003 - 2006
Salomon Smith Barney February 2001 - October 2003
Merrill Lynch May 1998 - January 2001
Ace Copy Systems, Inc November 1997 - May 1998
Electronic Office Systems March 1993 - October 1997
Allnet Communications (Aquired by Frontier Communications) December 1991 - February 1993
Skills
Cloud Computing, SaaS, Data Center, Virtualization, Solution Selling, Sales Process, Disaster Recovery, Account Management, VMware, Storage, Direct Sales, Salesforce.com, Channel Partners, Managed Services, Enterprise Software, Professional Services, Storage Area Networks
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science (BS), Management and Consumer Studies
Forsythe Technology December 2011 - July 2015
Actifio January 2011 - December 2011
EMC May 2006 - October 2010
ADP 2003 - 2006
Salomon Smith Barney February 2001 - October 2003
Merrill Lynch May 1998 - January 2001
Ace Copy Systems, Inc November 1997 - May 1998
Electronic Office Systems March 1993 - October 1997
Allnet Communications (Aquired by Frontier Communications) December 1991 - February 1993
Skills
Cloud Computing, SaaS, Data Center, Virtualization, Solution Selling, Sales Process, Disaster Recovery, Account Management, VMware, Storage, Direct Sales, Salesforce.com, Channel Partners, Managed Services, Enterprise Software, Professional Services, Storage Area Networks
Education
University of Maryland College Park 1988 — 1991
Bachelor of Science (BS), Management and Consumer Studies
Eugene Perelberg's Salomon Smith Barney Experience August 1997 - November 1999
Job Vice President of Marketing and Business Development
Industry Financial Services
Experience
Panton Inc. October 2014 - Present
The Structure Group September 2013 - October 2014
Spectrum Prime Solutions, LP January 2012 - May 2013
Texon October 2008 - January 2012
UBS Investment Bank March 2007 - July 2008
KPMG Advisory June 2005 - February 2007
Shell Trading July 2000 - April 2003
Koch Industries November 1999 - July 2000
Salomon Smith Barney August 1997 - November 1999
Coastal Securities 1994 - 1997
Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel
Education
University of Houston 1992 — 1996
BBA, Finance
Panton Inc. October 2014 - Present
The Structure Group September 2013 - October 2014
Spectrum Prime Solutions, LP January 2012 - May 2013
Texon October 2008 - January 2012
UBS Investment Bank March 2007 - July 2008
KPMG Advisory June 2005 - February 2007
Shell Trading July 2000 - April 2003
Koch Industries November 1999 - July 2000
Salomon Smith Barney August 1997 - November 1999
Coastal Securities 1994 - 1997
Skills
Business Process Design, Commodities, Risk Management, Trading, Risk, Energy Trading, Derivatives, Options, Natural Gas, Valuation, Energy, Commodity, Fixed Income, Management Consulting, Equities, Financial Analysis, Oil, Gas, Market Risk, Change Management, SOX, Swaps, Excel, Financial Reporting, Process Engineering, Financial Risk, Petroleum, Commodity Markets, Sarbanes-Oxley Act, Microsoft Excel
Education
University of Houston 1992 — 1996
BBA, Finance
Robert Doherty's Salomon Smith Barney Experience 1996 - 2002
Job VP Finance at vXchnge Holdings, LLC
Industry Information Technology and Services
Experience
vXchnge Holdings, LLC November 2013 - Present
FiberMedia Group, LLC January 2011 - October 2013
Redwood Capital Group April 2006 - December 2010
Jefferies & Company 2004 - 2005
Salomon Smith Barney 1996 - 2002
Paine Webber 1989 - 1996
Skills
Cloud Computing, Data Center, Managed Services, Corporate Finance, Investment Banking, Mergers, Financial Modeling, Valuation, Business Strategy, Debt, Private Equity, IPO, Venture Capital, Equities, Private Placements, Restructuring, Due Diligence, Divestitures, Corporate Development, Mezzanine, Leveraged Finance, Financial Analysis, Acquisition Integration, Funding, Banking, Business Planning, Start-ups, Series 7, Origination, Executive Management, Executive Reporting, Analysis, Strategy Development, Bankruptcy
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History and Sociology of Science
vXchnge Holdings, LLC November 2013 - Present
FiberMedia Group, LLC January 2011 - October 2013
Redwood Capital Group April 2006 - December 2010
Jefferies & Company 2004 - 2005
Salomon Smith Barney 1996 - 2002
Paine Webber 1989 - 1996
Skills
Cloud Computing, Data Center, Managed Services, Corporate Finance, Investment Banking, Mergers, Financial Modeling, Valuation, Business Strategy, Debt, Private Equity, IPO, Venture Capital, Equities, Private Placements, Restructuring, Due Diligence, Divestitures, Corporate Development, Mezzanine, Leveraged Finance, Financial Analysis, Acquisition Integration, Funding, Banking, Business Planning, Start-ups, Series 7, Origination, Executive Management, Executive Reporting, Analysis, Strategy Development, Bankruptcy
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), History and Sociology of Science
Kyung Bae's Salomon Smith Barney Experience September 1997 - October 1998
Job Vice President, SWAT Development
Industry Financial Services
Experience
MetLife January 2013 - Present
Citi January 2011 - January 2013
Citi October 1998 - January 2011
Salomon Smith Barney September 1997 - October 1998
Salomon Brothers June 1994 - September 1997
University of Pennsylvania 1990 - 1994
Skills
Applications Software..., Java, J2EE Application..., C#, .NET, HTML, JavaScript, Application Architecture, Application Integration, Sybase, Oracle SQL
Education
University of Pennsylvania 1990 — 1994
BSE, Electrical Engineering
MetLife January 2013 - Present
Citi January 2011 - January 2013
Citi October 1998 - January 2011
Salomon Smith Barney September 1997 - October 1998
Salomon Brothers June 1994 - September 1997
University of Pennsylvania 1990 - 1994
Skills
Applications Software..., Java, J2EE Application..., C#, .NET, HTML, JavaScript, Application Architecture, Application Integration, Sybase, Oracle SQL
Education
University of Pennsylvania 1990 — 1994
BSE, Electrical Engineering
Mike DeBernardis's Salomon Smith Barney Experience August 1996 - September 1998
Job Analyst / Porftolio Manager
Industry Investment Management
Experience
Lazard Asset Management May 2005 - Present
Systematic Financial Management September 1998 - May 2005
Salomon Smith Barney August 1996 - September 1998
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Equity Research, Valuation, Capital Markets, Investments, Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Banking, Investment Strategies, Emerging Markets, Securities, Corporate Finance, Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (MBA), Finance, General
University of Rhode Island 1992 — 1996
Bachelor of Science (BS), Finance, General
Lazard Asset Management May 2005 - Present
Systematic Financial Management September 1998 - May 2005
Salomon Smith Barney August 1996 - September 1998
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Equity Research, Valuation, Capital Markets, Investments, Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Banking, Investment Strategies, Emerging Markets, Securities, Corporate Finance, Trading
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (MBA), Finance, General
University of Rhode Island 1992 — 1996
Bachelor of Science (BS), Finance, General
Richard Oh's Salomon Smith Barney Experience 1996 - 1998
Job Partner at Rockdale Partners
Industry Investment Banking
Experience
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Rockdale Partners March 2015 - Present
Berenson & Company, LLC June 1998 - March 2015
Salomon Smith Barney 1996 - 1998
Schroders 1995 - 1996
Wertheim Schroder 1993 - 1995
Skills
Capital Markets, Corporate Finance, Financial Modeling, Hedge Funds, Investment Banking, Investments, Due Diligence, LBO, Mergers, Mergers, Private Equity, Valuation, Financial Analysis
Education
University of Pennsylvania 1988 — 1993
BSEcon, BSMechEng, Finance, Mechanical Engineering
Michael Aubrey's Salomon Smith Barney Experience June 2000 - June 2002
Job President, StatLab Medical Products
Industry Venture Capital & Private Equity
Experience
StatLab Medical Products September 2009 - Present
Park-Rite July 2002 - July 2007
Salomon Smith Barney June 2000 - June 2002
Skills
Strategy, Mergers, New Business Development, Strategic Planning, Mergers & Acquisitions, Private Equity, Sales Management, Venture Capital, Start-ups, Cross-functional Team..., Entrepreneurship, Sales, Marketing, Business Strategy, Due Diligence, Financial Modeling, Management, Negotiation, Strategic Partnerships, Corporate Development
Education
University of Notre Dame 1996 — 2000
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance
Grosse Pointe North High School
StatLab Medical Products September 2009 - Present
Park-Rite July 2002 - July 2007
Salomon Smith Barney June 2000 - June 2002
Skills
Strategy, Mergers, New Business Development, Strategic Planning, Mergers & Acquisitions, Private Equity, Sales Management, Venture Capital, Start-ups, Cross-functional Team..., Entrepreneurship, Sales, Marketing, Business Strategy, Due Diligence, Financial Modeling, Management, Negotiation, Strategic Partnerships, Corporate Development
Education
University of Notre Dame 1996 — 2000
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA, Finance
Grosse Pointe North High School
Frank A. Portugal's Salomon Smith Barney Experience October 1998 - August 2001
Job Institutional and Dealer Fixed Income Sales
Industry Financial Services
Experience
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
David Tai's Salomon Smith Barney Experience July 1997 - July 1998
Job Asst Portofolio Mgr
Industry Investment Management
Experience
Millennium Partners, L.P. April 2009 - Present
Ellington Management Group October 2006 - December 2008
Amaranth Group, Inc May 2004 - September 2006
Deutsche Bank February 2001 - April 2004
MoneyLine August 2000 - February 2001
Merrill Lynch July 1998 - August 2000
Salomon Smith Barney July 1997 - July 1998
Sigma Imaging System (acquired by Eastman Software) April 1994 - June 1997
Education
University of Rhode Island 1989 — 1993
Ph. D, computational mechanics
Millennium Partners, L.P. April 2009 - Present
Ellington Management Group October 2006 - December 2008
Amaranth Group, Inc May 2004 - September 2006
Deutsche Bank February 2001 - April 2004
MoneyLine August 2000 - February 2001
Merrill Lynch July 1998 - August 2000
Salomon Smith Barney July 1997 - July 1998
Sigma Imaging System (acquired by Eastman Software) April 1994 - June 1997
Education
University of Rhode Island 1989 — 1993
Ph. D, computational mechanics
Mikhael Oganesian's Salomon Smith Barney Experience January 1997 - June 1999
Job Director of IT Strategy and Finance
Industry Information Technology and Services
Experience
Blue Shield of California December 2007 - Present
McKesson Corporation July 2001 - December 2007
Knowledge Universe July 1999 - June 2001
Salomon Smith Barney January 1997 - June 1999
Skills
Cross-functional Team..., Program Management, Healthcare Information..., Business Intelligence, Business Strategy, SaaS, Strategic Planning, Strategy, Project Management, Cloud Computing, Product Management, Vendor Management, Healthcare
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Moscow Engineering and Physics University, Russia, 1991 — 1993
Master's degree, Physics and Computer Science
Blue Shield of California December 2007 - Present
McKesson Corporation July 2001 - December 2007
Knowledge Universe July 1999 - June 2001
Salomon Smith Barney January 1997 - June 1999
Skills
Cross-functional Team..., Program Management, Healthcare Information..., Business Intelligence, Business Strategy, SaaS, Strategic Planning, Strategy, Project Management, Cloud Computing, Product Management, Vendor Management, Healthcare
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Moscow Engineering and Physics University, Russia, 1991 — 1993
Master's degree, Physics and Computer Science
Beth Rothschild's Salomon Smith Barney Experience August 1999 - March 2000
Job CEO at Krieger Consulting
Industry Financial Services
Experience
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Veronica Richardson's Salomon Smith Barney Experience January 2000 - July 2003
Job
Industry Civic & Social Organization
Experience
Montgomery County July 2005 - Present
Montgomery County Department of Health and Human Services July 2005 - Present
Salomon Smith Barney January 2000 - July 2003
Skills
Social Services, Case Management, Child Welfare, Crisis Intervention, Mental Health, Group Therapy, Adolescents, Community Outreach, Motivational..., Psychotherapy, Program Development, Foster Care, Leadership
Education
University of Maryland Baltimore 2003 — 2005
MSW
Montgomery County July 2005 - Present
Montgomery County Department of Health and Human Services July 2005 - Present
Salomon Smith Barney January 2000 - July 2003
Skills
Social Services, Case Management, Child Welfare, Crisis Intervention, Mental Health, Group Therapy, Adolescents, Community Outreach, Motivational..., Psychotherapy, Program Development, Foster Care, Leadership
Education
University of Maryland Baltimore 2003 — 2005
MSW
Rich Smolen's Salomon Smith Barney Experience July 1998 - August 1999
Job Chief Financial Officer at Oasis Legal Finance
Industry Financial Services
Experience
Oasis Legal Finance January 2014 - Present
Oasis Legal Finance February 2011 - December 2013
Telecom Transport Management February 2010 - January 2011
optionsXpress July 2008 - January 2010
optionsXpress January 2008 - June 2008
Level 3 Communications 2006 - 2007
Looking Glass Networks August 2000 - June 2006
Paradigm Group, LLC August 1999 - August 2000
Salomon Smith Barney July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Board Presentations, Financial Analysis, Mergers, Forecasting, Planning, Management, Investment Banking, Strategic Financial..., Budgets, Corporate Finance, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Planning, Risk Management, Contract Negotiation, Finance, Analysis, Financial Services, Project Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Oasis Legal Finance January 2014 - Present
Oasis Legal Finance February 2011 - December 2013
Telecom Transport Management February 2010 - January 2011
optionsXpress July 2008 - January 2010
optionsXpress January 2008 - June 2008
Level 3 Communications 2006 - 2007
Looking Glass Networks August 2000 - June 2006
Paradigm Group, LLC August 1999 - August 2000
Salomon Smith Barney July 1998 - August 1999
Skills
Financial Modeling, Due Diligence, Board Presentations, Financial Analysis, Mergers, Forecasting, Planning, Management, Investment Banking, Strategic Financial..., Budgets, Corporate Finance, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Planning, Risk Management, Contract Negotiation, Finance, Analysis, Financial Services, Project Planning
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
BS, Finance
Brian Jacoby's Salomon Smith Barney Experience June 2000 - June 2002
Job Partner, Analyst Trian Partners
Industry Investment Management
Experience
Trian Partners 2002 - Present
Meridian Audio December 2006 - December 2008
Salomon Smith Barney June 2000 - June 2002
Skills
Investments, Investment Banking, Asset Management, Hedge Funds
Education
Livingston HS
University of Michigan - Stephen M. Ross School of Business
Trian Partners 2002 - Present
Meridian Audio December 2006 - December 2008
Salomon Smith Barney June 2000 - June 2002
Skills
Investments, Investment Banking, Asset Management, Hedge Funds
Education
Livingston HS
University of Michigan - Stephen M. Ross School of Business
Jackie Murino's Salomon Smith Barney Experience June 2000 - June 2001
Job Manager at Deloitte
Industry Real Estate
Experience
Deloitte Financial Advisory Services September 2007 - Present
Marshall & Stevens September 2006 - September 2007
RBC Dain Rauscher December 2005 - August 2006
Refco July 2005 - November 2005
Brown Brothers Harriman December 2002 - June 2005
Barclays Private Banking June 2001 - October 2002
Salomon Smith Barney June 2000 - June 2001
Skills
Valuation, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Reporting, Private Equity
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance/Marketing
Deloitte Financial Advisory Services September 2007 - Present
Marshall & Stevens September 2006 - September 2007
RBC Dain Rauscher December 2005 - August 2006
Refco July 2005 - November 2005
Brown Brothers Harriman December 2002 - June 2005
Barclays Private Banking June 2001 - October 2002
Salomon Smith Barney June 2000 - June 2001
Skills
Valuation, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Reporting, Private Equity
Education
University of Delaware 1996 — 2000
Bachelor of Science, Finance/Marketing
Bilal Basrai's Salomon Smith Barney Experience January 2001 - May 2004
Job Managing Director Investment Banking at Zacks & Company
Industry Financial Services
Experience
Zacks & Company May 2013 - Present
C.K. Cooper & Company September 2009 - April 2013
Lucite Advisors, LLC December 2008 - March 2012
Salomon Smith Barney January 2001 - May 2004
UBS Investment Bank January 1999 - January 2001
Skills
Investment Banking, Corporate Finance, Investments, Equity Research, Investment Advisory, Business Strategy, Financial Advisory, Trading, Wealth Management, Private Equity, Valuation, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Finance & economics, Accounting, finance, & economics
Zacks & Company May 2013 - Present
C.K. Cooper & Company September 2009 - April 2013
Lucite Advisors, LLC December 2008 - March 2012
Salomon Smith Barney January 2001 - May 2004
UBS Investment Bank January 1999 - January 2001
Skills
Investment Banking, Corporate Finance, Investments, Equity Research, Investment Advisory, Business Strategy, Financial Advisory, Trading, Wealth Management, Private Equity, Valuation, Financial Modeling
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Finance & economics, Accounting, finance, & economics
Raymond Niles's Salomon Smith Barney Experience 1995 - 1997
Job Owner, RCNiles Capital, LLC
Industry Investment Management
Experience
RCNiles Capital, LLC 2003 - Present
Citigroup 2000 - 2003
Schroders 1997 - 2000
Salomon Smith Barney 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Equities, Energy, Power Generation, Hedge Funds, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Economics
University of Florida
B.A., Economics
RCNiles Capital, LLC 2003 - Present
Citigroup 2000 - 2003
Schroders 1997 - 2000
Salomon Smith Barney 1995 - 1997
Goldman Sachs 1994 - 1995
Skills
Equities, Energy, Power Generation, Hedge Funds, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Economics
University of Florida
B.A., Economics
Christine Cascio Peluso, Esq.'s Salomon Smith Barney Experience October 1995 - January 2000
Job Principal at Tax Credits, LLC
Industry Entertainment
Experience
Tax Credits, LLC November 2005 - Present
The Translation Group, LLC January 2000 - March 2004
Salomon Smith Barney October 1995 - January 2000
The Honorable Nicholas M. D'Alessandro August 1989 - August 1990
Skills
Marketing, Mergers, Digital Media, Social Media, Strategy, New Media, Mergers & Acquisitions, Due Diligence, Intellectual Property
Education
Widener University School of Law 1985 — 1988
Doctor of Law (J.D.)
University of Notre Dame Law School 1986 — 1986
Summer Law Program, London, International Law and Legal Studies
University of Colorado at Boulder 1982 — 1985
Bachelor of Arts (B.A.), Economics
Semester at Sea 1984 — 1984
Bachelor of Arts, Economics, Internationl studies
Tax Credits, LLC November 2005 - Present
The Translation Group, LLC January 2000 - March 2004
Salomon Smith Barney October 1995 - January 2000
The Honorable Nicholas M. D'Alessandro August 1989 - August 1990
Skills
Marketing, Mergers, Digital Media, Social Media, Strategy, New Media, Mergers & Acquisitions, Due Diligence, Intellectual Property
Education
Widener University School of Law 1985 — 1988
Doctor of Law (J.D.)
University of Notre Dame Law School 1986 — 1986
Summer Law Program, London, International Law and Legal Studies
University of Colorado at Boulder 1982 — 1985
Bachelor of Arts (B.A.), Economics
Semester at Sea 1984 — 1984
Bachelor of Arts, Economics, Internationl studies
Erik Dimino, MBA's Salomon Smith Barney Experience May 2002 - August 2002
Job Actively Seeking Employment Real Estate Management & Finance Professional
Industry Real Estate
Experience
Actively Seeking Employment May 2015 - Present
Atlas Nationwide, Inc. February 2010 - March 2015
Janus Capital Group November 2005 - February 2010
Charles Schwab May 2003 - June 2005
Lenscrafters August 2000 - May 2003
Salomon Smith Barney May 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Marketing Strategy, Marketing, Business Development, Portfolio Management, Negotiation, Investments, Mutual Funds, Valuation, Real Estate, Real Estate Transactions, Investment Properties, Contract Negotiation
Education
University of Colorado Denver 2005 — 2008
Master of Business Administration (M.B.A.), Business to Consumer Marketing
University of Colorado Boulder - Leeds School of Business 1997 — 2002
BS, Finance and Operations Management
Van Education Center
Colorado Brokers License, Real Estate
University of Colorado Boulder 1997 — 2002
Bachelor's Degree, Music (Saxophone emphasis)
Actively Seeking Employment May 2015 - Present
Atlas Nationwide, Inc. February 2010 - March 2015
Janus Capital Group November 2005 - February 2010
Charles Schwab May 2003 - June 2005
Lenscrafters August 2000 - May 2003
Salomon Smith Barney May 2002 - August 2002
Skills
Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Marketing Strategy, Marketing, Business Development, Portfolio Management, Negotiation, Investments, Mutual Funds, Valuation, Real Estate, Real Estate Transactions, Investment Properties, Contract Negotiation
Education
University of Colorado Denver 2005 — 2008
Master of Business Administration (M.B.A.), Business to Consumer Marketing
University of Colorado Boulder - Leeds School of Business 1997 — 2002
BS, Finance and Operations Management
Van Education Center
Colorado Brokers License, Real Estate
University of Colorado Boulder 1997 — 2002
Bachelor's Degree, Music (Saxophone emphasis)
Bruno Dobroske II's Salomon Smith Barney Experience August 1993 - May 1996
Job Director, Finance & Production at Aspen Marketing Services
Industry Marketing and Advertising
Experience
Aspen Marketing Services September 1998 - Present
Prudential Securities May 1996 - September 1998
Salomon Smith Barney August 1993 - May 1996
Education
University of Michigan-Dearborn 1989 — 1993
Bachelors of Business Administration, School of Management - Finance / Accounting
University of Detroit Jesuit High School 1984 — 1988
Aspen Marketing Services September 1998 - Present
Prudential Securities May 1996 - September 1998
Salomon Smith Barney August 1993 - May 1996
Education
University of Michigan-Dearborn 1989 — 1993
Bachelors of Business Administration, School of Management - Finance / Accounting
University of Detroit Jesuit High School 1984 — 1988
Chris Hong, CPSM's Salomon Smith Barney Experience January 2002 - June 2002
Job Expert Category Lead, Strategic Sourcing at Pacific Gas and Electric Company
Industry Renewables & Environment
Experience
Pacific Gas and Electric Company July 2015 - Present
Pacific Gas and Electric Company June 2011 - July 2015
Pacific Gas and Electric Company May 2009 - June 2011
GreenVolts January 2008 - January 2009
Lawrence Livermore National Laboratory June 2006 - January 2008
Safeway October 2002 - June 2006
Salomon Smith Barney January 2002 - June 2002
Skills
Strategic Sourcing, Supply Chain Management, Procurement, Supply Chain, Contract Management, Leadership, Spend Analysis, Purchasing, Supply Management, Project Management, Pricing, Contract Negotiation, Operations Management, Cross-functional Team..., Negotiation, Strategy, Materials Management, Process Improvement, Vendor Management, Supplier Diversity, Sourcing, E-procurement, Global Sourcing
Education
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts Degree, Business Management Economics, 5.0
Pacific Gas and Electric Company July 2015 - Present
Pacific Gas and Electric Company June 2011 - July 2015
Pacific Gas and Electric Company May 2009 - June 2011
GreenVolts January 2008 - January 2009
Lawrence Livermore National Laboratory June 2006 - January 2008
Safeway October 2002 - June 2006
Salomon Smith Barney January 2002 - June 2002
Skills
Strategic Sourcing, Supply Chain Management, Procurement, Supply Chain, Contract Management, Leadership, Spend Analysis, Purchasing, Supply Management, Project Management, Pricing, Contract Negotiation, Operations Management, Cross-functional Team..., Negotiation, Strategy, Materials Management, Process Improvement, Vendor Management, Supplier Diversity, Sourcing, E-procurement, Global Sourcing
Education
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts Degree, Business Management Economics, 5.0
Christina McCaughey's Salomon Smith Barney Experience July 1998 - September 2000
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
AXA Advisors July 2015 - Present
State Street Global Exchange August 2013 - December 2014
NYSE LIFFE US February 2012 - August 2013
Barclays Capital Inc. June 2007 - November 2011
Credit Suisse Securities (USA) LLC 2005 - 2007
Citigroup September 2000 - February 2005
Salomon Smith Barney July 1998 - September 2000
Salomon Brothers AG 1993 - July 1998
Skills
Electronic Trading, Derivatives, Trading, Interest Rate..., Equities, Fixed Income, FX Options, Hedge Funds, Trading Systems, Capital Markets, Options, Market Data, Investment Banking, Financial Markets
Education
The University of Connecticut
Bachelor of Arts (B.A.), Economics
Mannheim Universitaet
Study Abroad Program, Economics
Anthony Sibilia, CFA's Salomon Smith Barney Experience May 2005 - August 2005
Job Associate at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Neuberger Berman September 2014 - Present
Credit Suisse May 2011 - September 2014
Hall Capital Partners LLC November 2009 - May 2011
FactSet Research Systems July 2008 - October 2009
The Wharton School June 2007 - August 2007
West Capital Management May 2006 - February 2007
Salomon Smith Barney May 2005 - August 2005
Skills
Bloomberg, Asset Management, Financial Modeling, Private Equity, Valuation, Data Analysis, Hedge Funds, Financial Analysis, Investment Banking, Equities, Due Diligence, Fixed Income, Corporate Finance, Emerging Markets, Equity Research
Education
University of Pennsylvania 2004 — 2008
BSE, Finance and Retail
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science, Finance
Minnechaug Regional High School 2000 — 2004
Elizabeth Groo, CFA's Salomon Smith Barney Experience 1999 - 2003
Job Loan Portfolio Management at Citi
Industry Financial Services
Experience
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Pipeline Fellowship February 2015 - Present
Citi July 2012 - Present
Stevens Cooperative School July 2011 - Present
Citigroup July 2010 - July 2012
WestLB June 2009 - June 2010
WestLB 2004 - June 2009
UBS 2003 - 2003
Salomon Smith Barney 1999 - 2003
Morgan Stanley 1995 - 1997
CDC Securities 1994 - 1995
Skills
Credit Trading, CDS, Loans, Portfolio Management, Leveraged Finance, Credit, Banking, Research, Fixed Income
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Rhode Island 1990 — 1994
B.A.
Richard Rosello Jr.'s Salomon Smith Barney Experience May 2001 - September 2001
Job Vice President of Land Acquisition and Development Ryland Homes
Industry Real Estate
Experience
Ryland Homes February 2010 - Present
Merrill Lynch December 2008 - March 2010
William Ryan Homes January 2004 - May 2008
Wells Fargo Home Mortgage January 2003 - January 2004
Salomon Smith Barney May 2001 - September 2001
Special Data Processing Corporation June 1997 - August 1999
Skills
Investment Properties, Negotiation, Contract Negotiation, Direct Marketing, Residential Homes, Real Estate, Sales, Real Estate Development, Single Family Homes, Strategic Planning, Marketing Strategy, Property Management, Finance, Customer Satisfaction, Start-ups
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
Ryland Homes February 2010 - Present
Merrill Lynch December 2008 - March 2010
William Ryan Homes January 2004 - May 2008
Wells Fargo Home Mortgage January 2003 - January 2004
Salomon Smith Barney May 2001 - September 2001
Special Data Processing Corporation June 1997 - August 1999
Skills
Investment Properties, Negotiation, Contract Negotiation, Direct Marketing, Residential Homes, Real Estate, Sales, Real Estate Development, Single Family Homes, Strategic Planning, Marketing Strategy, Property Management, Finance, Customer Satisfaction, Start-ups
Education
University of Florida - Warrington College of Business Administration 1999 — 2002
Jonathan Boring's Salomon Smith Barney Experience 2000 - 2003
Job Managing Director, Eastern Division Sales Manager at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Aaron Ploscowe's Salomon Smith Barney Experience 1996 - 1999
Job FTJ Fund Choice Regional Marketing Consultant (North East)
Industry Financial Services
Experience
FTJ FundChoice September 2012 - Present
The Retirement Corporation of America 2007 - 2008
NDB Capital Markets/Sherwood Securities/Deutsche Bank 1999 - 2002
Salomon Smith Barney 1996 - 1999
Skills
Series 7, Series 63, Investments, Securities, Equities, Mutual Funds, Asset Allocation, Equity Trading, Bloomberg, Asset Managment, Portfolio Management, Strategic Planning, ETFs, Retirement Planning, Sales, Series 6, Microsoft Excel, Risk Management, Microsoft Office, Trading
Education
University of Cincinnati 1991 — 1995
BS, Political Science
Sycamore High School 1987 — 1990
FTJ FundChoice September 2012 - Present
The Retirement Corporation of America 2007 - 2008
NDB Capital Markets/Sherwood Securities/Deutsche Bank 1999 - 2002
Salomon Smith Barney 1996 - 1999
Skills
Series 7, Series 63, Investments, Securities, Equities, Mutual Funds, Asset Allocation, Equity Trading, Bloomberg, Asset Managment, Portfolio Management, Strategic Planning, ETFs, Retirement Planning, Sales, Series 6, Microsoft Excel, Risk Management, Microsoft Office, Trading
Education
University of Cincinnati 1991 — 1995
BS, Political Science
Sycamore High School 1987 — 1990
Jacqueline Armstrong's Salomon Smith Barney Experience 1998 - 2004
Job Freelance Corporate Event Planner specializing in the Financial Services Industry
Industry Financial Services
Experience
. July 2009 - Present
Lehman Brothers April 2003 - October 2008
Lehman Brothers 2003 - 2008
Salomon Smith Barney 1998 - 2004
Education
University of Delaware
BS
. July 2009 - Present
Lehman Brothers April 2003 - October 2008
Lehman Brothers 2003 - 2008
Salomon Smith Barney 1998 - 2004
Education
University of Delaware
BS
Alison Deans's Salomon Smith Barney Experience 1990 - 1997
Job Partner, Varick Asset Management
Industry Investment Management
Experience
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Varick Asset Management 2007 - Present
Neuberger Berman January 2007 - July 2009
The After-School Corporation 2009 - 2009
Lehman Brothers 2004 - 2007
Maryland Public Television 1995 - 2005
Bank One 2000 - 2003
Salomon Smith Barney 1990 - 1997
Kidder Peabody 1987 - 1990
Education
University of Pennsylvania - The Wharton School
Francisco G. Bruno's Salomon Smith Barney Experience 1997 - 2000
Job COO & CFO at Fundación de Investigación
Industry Hospital & Health Care
Experience
BIF, Inc. November 2008 - Present
Fundación de Investigación January 2010 - January 2013
V2A 2008 - 2009
Realty Solutions, Inc. March 2001 - November 2008
Salomon Smith Barney 1997 - 2000
Thermo Fisher Scientific May 1995 - March 1997
KPMG August 1990 - July 1993
Badillo Nazca Saatchi & Saatchi 1987 - 1987
Skills
Finance, Real Estate Development, Management Consulting, Brokerage, Accounting, Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategy, Contract Negotiation, Real Estate, Business Planning, Sellers, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA 1995, Finance & Corporate Strategy
Colegio San Ignacio 1980 — 1986
High School
BIF, Inc. November 2008 - Present
Fundación de Investigación January 2010 - January 2013
V2A 2008 - 2009
Realty Solutions, Inc. March 2001 - November 2008
Salomon Smith Barney 1997 - 2000
Thermo Fisher Scientific May 1995 - March 1997
KPMG August 1990 - July 1993
Badillo Nazca Saatchi & Saatchi 1987 - 1987
Skills
Finance, Real Estate Development, Management Consulting, Brokerage, Accounting, Strategic Planning, Business Strategy, Mergers & Acquisitions, Strategy, Contract Negotiation, Real Estate, Business Planning, Sellers, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA 1995, Finance & Corporate Strategy
Colegio San Ignacio 1980 — 1986
High School
Sean McGee's Salomon Smith Barney Experience June 1995 - September 2001
Job Managing Partner at SAP
Industry Financial Services
Experience
SAP September 2013 - Present
Cantor Fitzgerald September 2001 - September 2013
Salomon Smith Barney June 1995 - September 2001
Xerox Corporation 1987 - 1995
Skills
Venture Capital, Institutional Sales, Equity Trading, Equities, Investment Sales, Series 7
Education
University of San Francisco 1984 — 1986
Bachelor of Science (BS)
SAP September 2013 - Present
Cantor Fitzgerald September 2001 - September 2013
Salomon Smith Barney June 1995 - September 2001
Xerox Corporation 1987 - 1995
Skills
Venture Capital, Institutional Sales, Equity Trading, Equities, Investment Sales, Series 7
Education
University of San Francisco 1984 — 1986
Bachelor of Science (BS)
Gynette Berning's Salomon Smith Barney Experience October 1999 - September 2001
Job Sr. Sales Analyst at BSH Home Appliances
Industry Consumer Goods
Experience
BSH Home Appliances February 2003 - February 2015
Nordstrom November 2002 - March 2003
Salomon Smith Barney October 1999 - September 2001
Skills
Sales Operations, Product Marketing, Consumer Products, Marketing Management, Competitive Analysis, Sales Management, Product Launch, Marketing Strategy, Key Account Management, Pricing, Management, Retail, Cross-functional Team..., Business Strategy, Marketing, Sales Presentations, Merchandising, CRM, Sales, Market Planning, Product Development, Account Management
Education
University of Nevada-Reno 2000 — 2006
Bachelor of Science, Business Administration with major in management
American Airlines Travel Academy 1995 — 1995
IATA Certification, Travel Agent
BSH Home Appliances February 2003 - February 2015
Nordstrom November 2002 - March 2003
Salomon Smith Barney October 1999 - September 2001
Skills
Sales Operations, Product Marketing, Consumer Products, Marketing Management, Competitive Analysis, Sales Management, Product Launch, Marketing Strategy, Key Account Management, Pricing, Management, Retail, Cross-functional Team..., Business Strategy, Marketing, Sales Presentations, Merchandising, CRM, Sales, Market Planning, Product Development, Account Management
Education
University of Nevada-Reno 2000 — 2006
Bachelor of Science, Business Administration with major in management
American Airlines Travel Academy 1995 — 1995
IATA Certification, Travel Agent
Erin Corr's Salomon Smith Barney Experience September 1999 - December 2001
Job Senior Project Manager seeking a challenging opportunity in Marketing and Communications
Industry Financial Services
Experience
TIAA-CREF April 2009 - March 2011
TIAA-CREF March 2004 - August 2008
TIAA-CREF April 2002 - March 2004
Salomon Smith Barney September 1999 - December 2001
Fortune July 1998 - July 1999
Fannie Mae Foundation February 1997 - June 1998
U.S. Agency for International Development January 1992 - December 1997
Skills
MS Office Suite, MS Project, Aprimo, Interactive...
Education
University of New Orleans
Bachelor of Arts
TIAA-CREF April 2009 - March 2011
TIAA-CREF March 2004 - August 2008
TIAA-CREF April 2002 - March 2004
Salomon Smith Barney September 1999 - December 2001
Fortune July 1998 - July 1999
Fannie Mae Foundation February 1997 - June 1998
U.S. Agency for International Development January 1992 - December 1997
Skills
MS Office Suite, MS Project, Aprimo, Interactive...
Education
University of New Orleans
Bachelor of Arts
Vikas Ponnuru's Salomon Smith Barney Experience June 2006 - September 2006
Job MBA Candidate Seeking Summer Internship in IT Consulting/Product Marketing/Business Development
Industry Management Consulting
Experience
Emsquare June 2013 - Present
KPC Projects Private Ltd. February 2011 - April 2013
Buddy Jar January 2012 - March 2013
Generation India Creations October 2009 - November 2011
Oak Hills Medical Corporation January 2008 - August 2009
Spice of India April 2007 - December 2007
Salomon Smith Barney June 2006 - September 2006
Skills
Management, Marketing, Leadership, Marketing Strategy, Consulting, Advertising, Project Planning, Market Research, Entrepreneurship, Entertainment Industry, Acting, Dancing, Film Production, Film Editing, Business Development, Business, Team Building
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Master of Business Administration (MBA), Marketing/Information Technology/Entrepreneurship & Innovation
University of California, Riverside 2002 — 2007
Bachelor of Business Administration, Marketing, Information System
Emsquare June 2013 - Present
KPC Projects Private Ltd. February 2011 - April 2013
Buddy Jar January 2012 - March 2013
Generation India Creations October 2009 - November 2011
Oak Hills Medical Corporation January 2008 - August 2009
Spice of India April 2007 - December 2007
Salomon Smith Barney June 2006 - September 2006
Skills
Management, Marketing, Leadership, Marketing Strategy, Consulting, Advertising, Project Planning, Market Research, Entrepreneurship, Entertainment Industry, Acting, Dancing, Film Production, Film Editing, Business Development, Business, Team Building
Education
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2017
Master of Business Administration (MBA), Marketing/Information Technology/Entrepreneurship & Innovation
University of California, Riverside 2002 — 2007
Bachelor of Business Administration, Marketing, Information System
Min-Chin Hsiao's Salomon Smith Barney Experience September 1996 - September 1999
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 1999 - Present
Salomon Smith Barney September 1996 - September 1999
Education
University of Pennsylvania 1992 — 1996
BS, Eelectrical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
BS in Economics, Management of Technology
Morgan Stanley September 1999 - Present
Salomon Smith Barney September 1996 - September 1999
Education
University of Pennsylvania 1992 — 1996
BS, Eelectrical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
BS in Economics, Management of Technology
Esteban Rakela's Salomon Smith Barney Experience July 2000 - July 2003
Job Analyst at Carl Marks Management Company
Industry Investment Management
Experience
Carl Marks Management Company January 2010 - Present
Ore Hill Partners March 2005 - December 2009
Citigroup Investments May 2004 - March 2005
TimesSquare Capital Management July 2003 - May 2004
Salomon Smith Barney July 2000 - July 2003
Skills
Financial Modeling, Equities, Private Equity, Investment Banking, Bloomberg, Hedge Funds, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S.E, Finance
Carl Marks Management Company January 2010 - Present
Ore Hill Partners March 2005 - December 2009
Citigroup Investments May 2004 - March 2005
TimesSquare Capital Management July 2003 - May 2004
Salomon Smith Barney July 2000 - July 2003
Skills
Financial Modeling, Equities, Private Equity, Investment Banking, Bloomberg, Hedge Funds, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 2000
B.S.E, Finance
Janet Cutrone's Salomon Smith Barney Experience 1999 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank March 2000 - December 2008
Salomon Smith Barney 1999 - 2000
CIBC Oppenheimer 1996 - 1999
Skills
Equities, Securities Lending, Hedge Funds, Capital Markets, Collateral Management, Series 7, Middle Office, Fixed Income, Settlement, Bloomberg, Securities, Corporate Actions, ETFs, Trading Systems, Series 63
Education
University of Delaware 1992 — 1996
BA, Communications
Deutsche Bank March 2000 - December 2008
Salomon Smith Barney 1999 - 2000
CIBC Oppenheimer 1996 - 1999
Skills
Equities, Securities Lending, Hedge Funds, Capital Markets, Collateral Management, Series 7, Middle Office, Fixed Income, Settlement, Bloomberg, Securities, Corporate Actions, ETFs, Trading Systems, Series 63
Education
University of Delaware 1992 — 1996
BA, Communications
April Ferns's Salomon Smith Barney Experience January 1999 - December 2003
Job Financial Consultant
Industry Financial Services
Experience
Providence, RI January 2005 - Present
Salomon Smith Barney January 1999 - December 2003
Education
University of Rhode Island
Providence, RI January 2005 - Present
Salomon Smith Barney January 1999 - December 2003
Education
University of Rhode Island
Stephanie Famularo's Salomon Smith Barney Experience January 1999 - April 2000
Job Owner at L & S Designs
Industry Security and Investigations
Experience
L & S Designs December 2005 - Present
L & S Designs December 2005 - January 2009
Abbott Laboratories June 2000 - May 2002
Salomon Smith Barney January 1999 - April 2000
Education
University of Kentucky 1995 — 1998
B.S., Marketing, Chemistry, Finance
L & S Designs December 2005 - Present
L & S Designs December 2005 - January 2009
Abbott Laboratories June 2000 - May 2002
Salomon Smith Barney January 1999 - April 2000
Education
University of Kentucky 1995 — 1998
B.S., Marketing, Chemistry, Finance
Geoffrey Cassell's Salomon Smith Barney Experience 2000 - 2003
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
David Kovalchick's Salomon Smith Barney Experience 1989 - 2000
Job Chief Technology Officer at TMCBonds, LLC
Industry Financial Services
Experience
TMCBonds, LLC October 2000 - Present
Salomon Smith Barney 1989 - 2000
The Vanguard Group January 1998 - August 1998
Education
University of Delaware 1980 — 1984
BSBA, Business
TMCBonds, LLC October 2000 - Present
Salomon Smith Barney 1989 - 2000
The Vanguard Group January 1998 - August 1998
Education
University of Delaware 1980 — 1984
BSBA, Business
Gene Ko's Salomon Smith Barney Experience 1996 - 1998
Job at Columbus Hill
Industry Investment Management
Experience
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
Columbus Hill 2010 - Present
UBS 2006 - August 2010
Satellite Asset Management 2000 - 2005
Trust Company of the West 1998 - 2000
Salomon Smith Barney 1996 - 1998
Skills
Alternative Investments, Equity Research, Fixed Income, Equities, High Yield
Education
University of Pennsylvania - The Wharton School
David Dwyer's Salomon Smith Barney Experience 1994 - 1999
Job Director of Global Research, Bloomberg Intelligence
Industry Investment Management
Experience
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Ken Swong's Salomon Smith Barney Experience 1998 - 2006
Job Asian Portfolio
Industry Financial Services
Experience
GSB Capital February 2011 - Present
Diamondback Capital April 2009 - January 2011
Argonaut Capital March 2007 - April 2009
Salomon Smith Barney 1998 - 2006
ING Barings 1993 - 1997
Goldman Sachs 1989 - 1993
Skills
Language, Hedge Funds, Equities, Alternative Investments, Investments, Asset Managment, Equity Research, Fixed Income, Emerging Markets, Investment Banking, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Trading, Trading Systems, Options, Technical Analysis, Derivatives, Valuation, Private Equity, Equity Derivatives, Proprietary Trading, Currency, Securities, Investment Management, Fund Of Funds, Equity Trading, Bonds, Asset Allocation, Financial Markets, Global Macro, Investment Strategies
Education
Wharton School of Finance 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School
Tenn Tech University, Cookeville TN
GSB Capital February 2011 - Present
Diamondback Capital April 2009 - January 2011
Argonaut Capital March 2007 - April 2009
Salomon Smith Barney 1998 - 2006
ING Barings 1993 - 1997
Goldman Sachs 1989 - 1993
Skills
Language, Hedge Funds, Equities, Alternative Investments, Investments, Asset Managment, Equity Research, Fixed Income, Emerging Markets, Investment Banking, Capital Markets, Bloomberg, Asset Management, Portfolio Management, Trading, Trading Systems, Options, Technical Analysis, Derivatives, Valuation, Private Equity, Equity Derivatives, Proprietary Trading, Currency, Securities, Investment Management, Fund Of Funds, Equity Trading, Bonds, Asset Allocation, Financial Markets, Global Macro, Investment Strategies
Education
Wharton School of Finance 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School
Tenn Tech University, Cookeville TN
Seth Katzenstein's Salomon Smith Barney Experience June 1996 - July 1998
Job Managing Director and Portfolio Manager at Intermediate Capital Group
Industry Investment Management
Experience
Intermediate Capital Group June 2013 - Present
Black Diamond Capital Management, L.L.C August 2011 - May 2013
GSC Group August 1998 - July 2011
GSC Investment Corp. September 2008 - July 2010
Salomon Smith Barney June 1996 - July 1998
Skills
Portfolio Management, High Yield, Leveraged Finance, Loans, Credit, Capital Markets, Fixed Income, Investments, Asset Management, Bonds, Alternative Investments, Mergers & Acquisitions, Financial Services, Hedge Funds, Investment Banking, Finance, Valuation, Private Equity, Securities
Education
University of Michigan 1992 — 1996
B.B.A., Finance and Accouting
Intermediate Capital Group June 2013 - Present
Black Diamond Capital Management, L.L.C August 2011 - May 2013
GSC Group August 1998 - July 2011
GSC Investment Corp. September 2008 - July 2010
Salomon Smith Barney June 1996 - July 1998
Skills
Portfolio Management, High Yield, Leveraged Finance, Loans, Credit, Capital Markets, Fixed Income, Investments, Asset Management, Bonds, Alternative Investments, Mergers & Acquisitions, Financial Services, Hedge Funds, Investment Banking, Finance, Valuation, Private Equity, Securities
Education
University of Michigan 1992 — 1996
B.B.A., Finance and Accouting
William Ferdinand's Salomon Smith Barney Experience June 1967 - June 1971
Job Retired at Home
Industry Investment Management
Experience
Home January 2013 - Present
Us Trust July 1995 - December 2012
Penn Mutual December 1987 - June 1995
Union Carbide June 1977 - January 1986
State National Bank of Connecticut June 1971 - June 1977
Salomon Smith Barney June 1967 - June 1971
The Chase Manhattan Bank June 1965 - June 1967
Federal Reserve Bank of New York June 1963 - June 1965
Skills
Alternative Investments, Managed Futures, Quantitative Investment..., Tactical Asset..., Venture Capital, Alpha Generation, Dynamic Asset Allocation, Alternative Assets, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies, Asset Allocation, Wealth Management..., Investment Advisory, Hedge Funds, Banking, Series 7, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Equities
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Finance
University of Pennsylvania - The Wharton School 1959 — 1963
BS, Finance
Wharton School, University of Pennsylvania 1959 — 1963
BS Economics, Finance
Greenwich High School
College Degree
Home January 2013 - Present
Us Trust July 1995 - December 2012
Penn Mutual December 1987 - June 1995
Union Carbide June 1977 - January 1986
State National Bank of Connecticut June 1971 - June 1977
Salomon Smith Barney June 1967 - June 1971
The Chase Manhattan Bank June 1965 - June 1967
Federal Reserve Bank of New York June 1963 - June 1965
Skills
Alternative Investments, Managed Futures, Quantitative Investment..., Tactical Asset..., Venture Capital, Alpha Generation, Dynamic Asset Allocation, Alternative Assets, Fixed Income Strategies, Wealth Management, Investments, Investment Strategies, Asset Allocation, Wealth Management..., Investment Advisory, Hedge Funds, Banking, Series 7, Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Equities
Education
New York University - Leonard N. Stern School of Business 1967 — 1969
MBA, Finance
University of Pennsylvania - The Wharton School 1959 — 1963
BS, Finance
Wharton School, University of Pennsylvania 1959 — 1963
BS Economics, Finance
Greenwich High School
College Degree
Alexis Felts's Salomon Smith Barney Experience January 1998 - April 2000
Job Health Information Technology Project Coordinator, USC University Hospital
Industry Hospital & Health Care
Experience
USC University Hospital July 2013 - Present
Keck Medical Center of USC July 2013 - September 2014
SFVAMC June 2008 - February 2012
Casa Madrona Hotel & Spa January 2004 - January 2005
Lehman Brothers August 2002 - December 2003
Heidrick & Struggles January 2000 - April 2002
Internet Healthcare Group May 2000 - December 2000
Salomon Smith Barney January 1998 - April 2000
Skills
Writing, PowerPoint, Research, Customer Relations, Administration, Database Administration, Microsoft Excel, Operational Excellence, Microsoft Word, Microsoft Office..., Executive Search, Business Correspondence, Written Correspondence, Client Liason, Department Budgeting, Travel Management, HR Policies, SOP development, Six Sigma, Microsoft CRM, ACT CRM, Time Management, Timekeeping, Secretarial Skills, Confidentiality, Outlook, Event Planning, Meeting Planning, Minutes, Video Conferencing, System Administration, Event Management, Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Executive Certificate, MBA, Business Administration, 3.0
University of Wollongong 2006 — 2008
BSN, Nursing
University of Colorado Boulder 1994 — 1998
BS, Organizational Communications, 3.0
USC University Hospital July 2013 - Present
Keck Medical Center of USC July 2013 - September 2014
SFVAMC June 2008 - February 2012
Casa Madrona Hotel & Spa January 2004 - January 2005
Lehman Brothers August 2002 - December 2003
Heidrick & Struggles January 2000 - April 2002
Internet Healthcare Group May 2000 - December 2000
Salomon Smith Barney January 1998 - April 2000
Skills
Writing, PowerPoint, Research, Customer Relations, Administration, Database Administration, Microsoft Excel, Operational Excellence, Microsoft Word, Microsoft Office..., Executive Search, Business Correspondence, Written Correspondence, Client Liason, Department Budgeting, Travel Management, HR Policies, SOP development, Six Sigma, Microsoft CRM, ACT CRM, Time Management, Timekeeping, Secretarial Skills, Confidentiality, Outlook, Event Planning, Meeting Planning, Minutes, Video Conferencing, System Administration, Event Management, Management, Budgets
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
Executive Certificate, MBA, Business Administration, 3.0
University of Wollongong 2006 — 2008
BSN, Nursing
University of Colorado Boulder 1994 — 1998
BS, Organizational Communications, 3.0
Stephen Simpkin's Salomon Smith Barney Experience 1998 - 2000
Job Senior Advisor for Clean Power Capital
Industry Financial Services
Experience
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
CLEAN POWER CAPITAL LLC August 2014 - Present
Private Advisors, LLC July 2012 - July 2014
Attalus Capital August 2009 - March 2012
Lazard Asset Management 2003 - 2009
MFS Investment Management 2000 - 2003
Salomon Smith Barney 1998 - 2000
Pinheiros Altos Golf Club 1993 - 1997
Skills
Asset Management, Wealth Management, Hedge Funds, Alternative Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, Series 7, Capital Markets, Series 63, Fund Of Funds, Investment Management, Investments, Asset Managment, Investment Strategies, Financial Analysis, Institutional..., Due Diligence, Valuation, Mutual Funds, Equity Research, Emerging Markets, Derivatives, Financial Services, Pension Funds, Securities, Private Equity, Investment Advisory, Bloomberg, Investor Relations, ETFs, Venture Capital, High Yield, Financial Modeling, Structured Finance, Bonds, Investment Banking
Education
University of California, Los Angeles 1983 — 1988
BA, History
Marin Catholic High School
Marin Catholic High School
Marin Catholic High School
Nancy Lewallen's Salomon Smith Barney Experience May 1980 - October 1996
Job Complex Control Officer at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc November 1996 - Present
UBS Financial Services Inc. November 2006 - July 2009
Piper Jaffray November 1996 - August 2006
Piper Jaffray November 1996 - August 2006
Salomon Smith Barney May 1980 - October 1996
Education
University of Missouri-Kansas City 1974 — 1979
Bachelor, Business Administration
UBS Financial Services Inc November 1996 - Present
UBS Financial Services Inc. November 2006 - July 2009
Piper Jaffray November 1996 - August 2006
Piper Jaffray November 1996 - August 2006
Salomon Smith Barney May 1980 - October 1996
Education
University of Missouri-Kansas City 1974 — 1979
Bachelor, Business Administration
Kathy Scheuermann's Salomon Smith Barney Experience May 1998 - October 1999
Job Senior Supervisory Analyst/VP at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers March 2005 - September 2008
CIBC World Markets October 1999 - February 2005
Salomon Smith Barney May 1998 - October 1999
Union Bank of Switzerland June 1995 - May 1998
Skills
Equity Research, Equities, Securities, Investment Banking, Capital Markets, FINRA, Financial Markets, Emerging Markets, Valuation, Bloomberg
Education
University of Rochester
Ladenburg Thalmann September 2013 - Present
Barclays Capital September 2008 - September 2013
Lehman Brothers March 2005 - September 2008
CIBC World Markets October 1999 - February 2005
Salomon Smith Barney May 1998 - October 1999
Union Bank of Switzerland June 1995 - May 1998
Skills
Equity Research, Equities, Securities, Investment Banking, Capital Markets, FINRA, Financial Markets, Emerging Markets, Valuation, Bloomberg
Education
University of Rochester
Jeff Still's Salomon Smith Barney Experience May 2001 - May 2002
Job Sr. Cardiopulmonary Sales Consultant
Industry Pharmaceuticals
Experience
Bayer July 2013 - Present
Zephyr Health Inc. December 2012 - February 2013
Genentech June 2011 - August 2012
Genentech September 2010 - July 2011
Adolor May 2009 - August 2010
Ortho-McNeil Pharmaceutical, a Johnson & Johnson Company January 2007 - May 2009
PriCara, Unit of Ortho-McNeil, a Johnson & Johnson company April 2004 - January 2007
First National Acceptance Company July 2002 - April 2004
Salomon Smith Barney May 2001 - May 2002
Skills
Program Management, Sales, Training, Training Delivery, Presentations, Presentation Development, Sales Presentation..., Coaching, Getting The Job Done, Pharmaceutical Sales, Biotechnology Industry, Neurology, Pharmaceutical Industry, Leadership
Education
University of Michigan 2008 — 2010
MBA
Western Michigan University - Haworth College of Business 1998 — 2002
BA, Finance, Economics
Bayer July 2013 - Present
Zephyr Health Inc. December 2012 - February 2013
Genentech June 2011 - August 2012
Genentech September 2010 - July 2011
Adolor May 2009 - August 2010
Ortho-McNeil Pharmaceutical, a Johnson & Johnson Company January 2007 - May 2009
PriCara, Unit of Ortho-McNeil, a Johnson & Johnson company April 2004 - January 2007
First National Acceptance Company July 2002 - April 2004
Salomon Smith Barney May 2001 - May 2002
Skills
Program Management, Sales, Training, Training Delivery, Presentations, Presentation Development, Sales Presentation..., Coaching, Getting The Job Done, Pharmaceutical Sales, Biotechnology Industry, Neurology, Pharmaceutical Industry, Leadership
Education
University of Michigan 2008 — 2010
MBA
Western Michigan University - Haworth College of Business 1998 — 2002
BA, Finance, Economics
Hampton Shiver's Salomon Smith Barney Experience February 1997 - June 1999
Job Managing Director, Business Development, GE Aviation
Industry Aviation & Aerospace
Experience
GE Aviation May 2011 - Present
Credit Suisse August 2001 - April 2011
Salomon Smith Barney February 1997 - June 1999
Nationsbank June 1995 - February 1997
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Divestitures, Joint Ventures, Financial Analysis, M&A experience, Cross-functional Team..., Strategic Partnerships, Business Strategy, Business Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
Business, Finance
GE Aviation May 2011 - Present
Credit Suisse August 2001 - April 2011
Salomon Smith Barney February 1997 - June 1999
Nationsbank June 1995 - February 1997
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Corporate Development, Divestitures, Joint Ventures, Financial Analysis, M&A experience, Cross-functional Team..., Strategic Partnerships, Business Strategy, Business Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
Business, Finance
V Joseph Droubie Jr's Salomon Smith Barney Experience August 1988 - July 2000
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2000 - Present
Smith Barney May 1995 - July 2000
Salomon Smith Barney August 1988 - July 2000
Shearson Lehman Hutton September 1988 - March 1990
Skills
Portfolio Management, Retirement Planning, Investments, Series 7, Series 63, Risk Management, Wealth Management, Securities, Wealth Management..., ETFs, Fixed Income, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Equities, Investment Strategies, Financial Services, Alternative Investments, Finance, Retirement, Financial Analysis, Mortgage Lending, Marketing, Customer Service, Financial Planning
Education
University of South Florida 1980 — 1983
ba, Finance
University of St. Thomas 1978 — 1979
Finance
Cretin-Derham Hall 1974 — 1978
High School, General Studies, 9-12
Wells Fargo Advisors, LLC July 2000 - Present
Smith Barney May 1995 - July 2000
Salomon Smith Barney August 1988 - July 2000
Shearson Lehman Hutton September 1988 - March 1990
Skills
Portfolio Management, Retirement Planning, Investments, Series 7, Series 63, Risk Management, Wealth Management, Securities, Wealth Management..., ETFs, Fixed Income, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Equities, Investment Strategies, Financial Services, Alternative Investments, Finance, Retirement, Financial Analysis, Mortgage Lending, Marketing, Customer Service, Financial Planning
Education
University of South Florida 1980 — 1983
ba, Finance
University of St. Thomas 1978 — 1979
Finance
Cretin-Derham Hall 1974 — 1978
High School, General Studies, 9-12
Sally Nancoz's Salomon Smith Barney Experience April 1998 - May 2000
Job SVP at Lehman Brothers
Industry Financial Services
Experience
Lehman Brothers (in Administration) October 2008 - March 2015
Lehman Brothers June 2000 - October 2008
SALOMON SMITH BARNEY April 1998 - May 2000
ING October 1989 - April 1998
Chase Manhattan Bank June 1987 - October 1989
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Middle Office, Equities, Alternative Investments, Portfolio Management, Asset Management, Banking, Bonds, Securities, Loans, Bloomberg, Trading, Fiexed Income
Education
University of Scranton 1983 — 1987
BS, Accounting, 3.43
Lehman Brothers (in Administration) October 2008 - March 2015
Lehman Brothers June 2000 - October 2008
SALOMON SMITH BARNEY April 1998 - May 2000
ING October 1989 - April 1998
Chase Manhattan Bank June 1987 - October 1989
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Investment Banking, Middle Office, Equities, Alternative Investments, Portfolio Management, Asset Management, Banking, Bonds, Securities, Loans, Bloomberg, Trading, Fiexed Income
Education
University of Scranton 1983 — 1987
BS, Accounting, 3.43
Jay Poorman's Salomon Smith Barney Experience 2000 - 2003
Job Managing Director at StoneRidge Advisors
Industry Investment Banking
Experience
StoneRidge Advisors, LLC April 2007 - Present
Cochran Caronia Waller 2003 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Mergers & Acquisitions, Valuation, Due Diligence, Start-ups, Equities, Corporate Finance, Private Equity, Financial Modeling, Hedge Funds, Management Consulting, Mergers, Financial Analysis, Investment Banking, Capital Markets, LBO, Venture Capital, Corporate Development, Alternative Investments, Investments, IPO, M&A experience, Business Valuation, Equity Research, Restructuring, Private Placements
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting and Finance
StoneRidge Advisors, LLC April 2007 - Present
Cochran Caronia Waller 2003 - 2007
Salomon Smith Barney 2000 - 2003
Skills
Mergers & Acquisitions, Valuation, Due Diligence, Start-ups, Equities, Corporate Finance, Private Equity, Financial Modeling, Hedge Funds, Management Consulting, Mergers, Financial Analysis, Investment Banking, Capital Markets, LBO, Venture Capital, Corporate Development, Alternative Investments, Investments, IPO, M&A experience, Business Valuation, Equity Research, Restructuring, Private Placements
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Accounting and Finance
Stephen Machica's Salomon Smith Barney Experience 1997 - 1999
Job Contributor Web Design
Industry Information Technology and Services
Experience
Sabre September 2014 - Present
Vanguard Logistics Services March 2013 - September 2014
Vanguard Logistics Services June 2005 - March 2013
CSL Express 2004 - 2005
AZ West 1999 - 2004
Salomon Smith Barney 1997 - 1999
Skills
PHP, Logistics, Operating Systems, EDI, Software Documentation, SQL, Testing, Quality Assurance, Analysis, Troubleshooting, Team Building, MySQL, CSS, Web Development, HTML, PL/SQL, Programming, Wordpress, Web Design, International Logistics, Problem Analysis, Collaboration, Product Support, Peer Mentoring, Technical Support, Windows, Management, System Administration, Linux, Integration, WordPress, Business Analysis, Project Management
Education
University of Phoenix-Southern California Campus 2003 — 2008
Bachelor of Science in Information Technology, Information Technology
Mira Costa High School 1988 — 1992
High School Diploma, General Studies
Sabre September 2014 - Present
Vanguard Logistics Services March 2013 - September 2014
Vanguard Logistics Services June 2005 - March 2013
CSL Express 2004 - 2005
AZ West 1999 - 2004
Salomon Smith Barney 1997 - 1999
Skills
PHP, Logistics, Operating Systems, EDI, Software Documentation, SQL, Testing, Quality Assurance, Analysis, Troubleshooting, Team Building, MySQL, CSS, Web Development, HTML, PL/SQL, Programming, Wordpress, Web Design, International Logistics, Problem Analysis, Collaboration, Product Support, Peer Mentoring, Technical Support, Windows, Management, System Administration, Linux, Integration, WordPress, Business Analysis, Project Management
Education
University of Phoenix-Southern California Campus 2003 — 2008
Bachelor of Science in Information Technology, Information Technology
Mira Costa High School 1988 — 1992
High School Diploma, General Studies
Renee Chang Marquardt's Salomon Smith Barney Experience September 1998 - August 2000
Job Senior Managing Director Institutional Equity Research Sales
Industry Financial Services
Experience
Evercore ISI August 2000 - Present
Salomon Smith Barney September 1998 - August 2000
Skills
Equities
Education
University of Pennsylvania 1994 — 1998
BA
Evercore ISI August 2000 - Present
Salomon Smith Barney September 1998 - August 2000
Skills
Equities
Education
University of Pennsylvania 1994 — 1998
BA
Amy Villasenor's Salomon Smith Barney Experience June 2003 - November 2003
Job Sales Associate at Melange
Industry Consumer Services
Experience
Melange August 2013 - Present
Salomon Smith Barney June 2003 - November 2003
Salomon Smith Barney March 2001 - May 2003
Charles Schwab January 2000 - November 2000
Charles Schwab January 1999 - January 2000
Skills
Customer Service, 10 Key, Typing, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Outlook, Event Planning, Retail, Social Networking, English, Data Entry, Teamwork, Strategic Planning
Education
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Music
Melange August 2013 - Present
Salomon Smith Barney June 2003 - November 2003
Salomon Smith Barney March 2001 - May 2003
Charles Schwab January 2000 - November 2000
Charles Schwab January 1999 - January 2000
Skills
Customer Service, 10 Key, Typing, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Research, Editing, Outlook, Event Planning, Retail, Social Networking, English, Data Entry, Teamwork, Strategic Planning
Education
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Music
Christopher Mak's Salomon Smith Barney Experience July 2006 - August 2007
Job Manager at Deloitte Advisory
Industry Capital Markets
Experience
Deloitte August 2014 - Present
Deloitte February 2013 - August 2014
PricewaterhouseCoopers January 2009 - October 2012
Legg Mason June 2008 - August 2008
Salomon Smith Barney July 2006 - August 2007
CitiFinancial June 2005 - August 2005
Lee Financial Group June 2003 - June 2004
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting and Finance
Deloitte August 2014 - Present
Deloitte February 2013 - August 2014
PricewaterhouseCoopers January 2009 - October 2012
Legg Mason June 2008 - August 2008
Salomon Smith Barney July 2006 - August 2007
CitiFinancial June 2005 - August 2005
Lee Financial Group June 2003 - June 2004
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Accounting and Finance
Timothy Ginley's Salomon Smith Barney Experience July 2002 - August 2004
Job Financial Advisor
Industry Financial Services
Experience
High Mark Wealth Strategies March 2009 - Present
Fidelity Investments August 2004 - March 2009
Salomon Smith Barney July 2002 - August 2004
Merrill Lynch January 2000 - July 2002
Thermo Fisher Scientific 1997 - 1999
Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
High Mark Wealth Strategies March 2009 - Present
Fidelity Investments August 2004 - March 2009
Salomon Smith Barney July 2002 - August 2004
Merrill Lynch January 2000 - July 2002
Thermo Fisher Scientific 1997 - 1999
Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
Cornelius Neil Mahon's Salomon Smith Barney Experience 1999 - 2002
Job Director at Apple
Industry Consumer Electronics
Experience
Apple April 2013 - Present
Citigroup 2008 - April 2013
Citigroup 2004 - 2008
Citigroup 2002 - 2004
Salomon Smith Barney 1999 - 2002
Bank of America 1994 - 1997
Skills
Leveraged Finance, Restructuring, Financial Analysis, Investment Banking, Private Equity, Portfolio Management, Loans, Credit, Mergers, Risk Management, Financial Structuring, High Yield, Mergers & Acquisitions, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Apple April 2013 - Present
Citigroup 2008 - April 2013
Citigroup 2004 - 2008
Citigroup 2002 - 2004
Salomon Smith Barney 1999 - 2002
Bank of America 1994 - 1997
Skills
Leveraged Finance, Restructuring, Financial Analysis, Investment Banking, Private Equity, Portfolio Management, Loans, Credit, Mergers, Risk Management, Financial Structuring, High Yield, Mergers & Acquisitions, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Raymond Mirando's Salomon Smith Barney Experience January 2007 - March 2009
Job Financial Anlayst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Prudential Financial September 2012 - Present
UBS April 2009 - September 2012
Salomon Smith Barney January 2007 - March 2009
Ameriprise Financial September 2005 - December 2006
Education
The University of Connecticut 2001 — 2005
Economics, Business Administration
Kathy Keith's Salomon Smith Barney Experience July 1998 - July 2001
Job Certified Notary Signing Agent/Mobile Notary Self Employed at K.L. Keith's Mobile Notary
Industry Real Estate
Experience
K.L. Keith's Mobile Notary/Certified Notary Signing Agent May 2012 - Present
Torrey Pines Bank October 2003 - May 2005
U.S. Bank July 2001 - November 2003
Salomon Smith Barney July 1998 - July 2001
Peninsula Bank of San Diego June 1981 - July 1998
Skills
Have served 15 years as...
Education
Mesa Community College San DIego, CA.
Associate of Arts (A.A.)
University of Phoenix
Finance and Financial Management Services, 4.0
K.L. Keith's Mobile Notary/Certified Notary Signing Agent May 2012 - Present
Torrey Pines Bank October 2003 - May 2005
U.S. Bank July 2001 - November 2003
Salomon Smith Barney July 1998 - July 2001
Peninsula Bank of San Diego June 1981 - July 1998
Skills
Have served 15 years as...
Education
Mesa Community College San DIego, CA.
Associate of Arts (A.A.)
University of Phoenix
Finance and Financial Management Services, 4.0
Daniel Hunter's Salomon Smith Barney Experience November 2000 - November 2001
Job Partner at Schulte Roth & Zabel LLP
Industry Law Practice
Experience
Schulte Roth & Zabel LLP January 2010 - Present
Schulte Roth & Zabel LLP July 2007 - December 2009
Katten Muchin Rosenman LLP 2006 - 2007
Katten Muchin Rosenman LLP 2002 - 2005
Salomon Smith Barney November 2000 - November 2001
Altavista November 1999 - November 2000
Medscape June 1999 - November 1999
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 1998 - July 1999
O'Sullivan Graev & Karabell 1995 - 1998
Skills
Corporate Law, Hedge Funds, Litigation, Corporate Governance, Securities Regulation
Education
University of Michigan Law School 1993 — 1996
JD, Law
University of Michigan 1987 — 1991
A.B. cum laude (with High Honors in History), History
Phillips Exeter Academy 1983 — 1987
High School
Schulte Roth & Zabel LLP January 2010 - Present
Schulte Roth & Zabel LLP July 2007 - December 2009
Katten Muchin Rosenman LLP 2006 - 2007
Katten Muchin Rosenman LLP 2002 - 2005
Salomon Smith Barney November 2000 - November 2001
Altavista November 1999 - November 2000
Medscape June 1999 - November 1999
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 1998 - July 1999
O'Sullivan Graev & Karabell 1995 - 1998
Skills
Corporate Law, Hedge Funds, Litigation, Corporate Governance, Securities Regulation
Education
University of Michigan Law School 1993 — 1996
JD, Law
University of Michigan 1987 — 1991
A.B. cum laude (with High Honors in History), History
Phillips Exeter Academy 1983 — 1987
High School
Juan M. Sese's Salomon Smith Barney Experience 2000 - 2002
Job Experienced Finance Professional
Industry Capital Markets
Experience
Burger King Central America January 2013 - Present
. 2002 - 2012
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Business Strategy, Corporate Finance, Valuation, Finance, Financial Analysis, Budgets, Process Improvement, Financial Markets, Managerial Finance, Trading, Asset Management, Mergers & Acquisitions, CRM, Management, Leadership, Auditing, Investments, Pricing, Strategy, Forecasting, Market Analysis, Strategic Financial..., P&L, Business Planning
Education
University of Miami - School of Business 2010 — 2011
MBA, Business & Finance
Burger King Central America January 2013 - Present
. 2002 - 2012
Salomon Smith Barney 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Business Strategy, Corporate Finance, Valuation, Finance, Financial Analysis, Budgets, Process Improvement, Financial Markets, Managerial Finance, Trading, Asset Management, Mergers & Acquisitions, CRM, Management, Leadership, Auditing, Investments, Pricing, Strategy, Forecasting, Market Analysis, Strategic Financial..., P&L, Business Planning
Education
University of Miami - School of Business 2010 — 2011
MBA, Business & Finance
Bill Leisen's Salomon Smith Barney Experience January 2002 - October 2002
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney December 2009 - Present
Citi October 2002 - December 2009
Salomon Smith Barney January 2002 - October 2002
Salomon Smith Barney January 2000 - December 2001
ADP September 1997 - December 1999
ADP August 1996 - August 1997
Skills
Disaster Recovery, Virtualization, IT Management, IT Strategy, IT Service Management, IT Operations, End User Training, Financial Services, Migration Projects
Education
University of Notre Dame
BBA, Marketing
Karen Tomac's Salomon Smith Barney Experience January 2000 - January 2001
Job Collections Specialist II at Comcast Cable
Industry Telecommunications
Experience
2009-2011 February 2009 - Present
Comcast Cable 2009 - Present
WASHINGTON MUTUAL January 2001 - January 2007
SALOMON SMITH BARNEY January 2000 - January 2001
Renton Ridge Condo Association 1999 - 2000
Education
University of Phoenix 2010 — 2011
Education
Washington State University 1986 — 1991
Social Sciences
University of Phoenix, Bellevue
Bachelor of Science degree, Business Administration
2009-2011 February 2009 - Present
Comcast Cable 2009 - Present
WASHINGTON MUTUAL January 2001 - January 2007
SALOMON SMITH BARNEY January 2000 - January 2001
Renton Ridge Condo Association 1999 - 2000
Education
University of Phoenix 2010 — 2011
Education
Washington State University 1986 — 1991
Social Sciences
University of Phoenix, Bellevue
Bachelor of Science degree, Business Administration
michael smedley's Salomon Smith Barney Experience 2001 - 2003
Job VPDevelopment at GMS Industries JoyWinch
Industry Mechanical or Industrial Engineering
Experience
GMS Industries - JoyWinch 2008 - Present
Hope International 2004 - 2008
Salomon Smith Barney 2001 - 2003
Allen Capital Partners 1998 - 2001
Skills
Project Management, Product Development, Customer Service, Strategic Planning, Engineering, Manufacturing, CAD, PowerPoint, Microsoft Word, Microsoft Excel, Business Development
Education
University of Notre Dame - Mendoza College of Business
Finance & Business Economics
GMS Industries - JoyWinch 2008 - Present
Hope International 2004 - 2008
Salomon Smith Barney 2001 - 2003
Allen Capital Partners 1998 - 2001
Skills
Project Management, Product Development, Customer Service, Strategic Planning, Engineering, Manufacturing, CAD, PowerPoint, Microsoft Word, Microsoft Excel, Business Development
Education
University of Notre Dame - Mendoza College of Business
Finance & Business Economics
John Gadzi's Salomon Smith Barney Experience 2000 - 2002
Job Managing Director at IC Securities Holdings
Industry Investment Banking
Experience
Goldman Sachs June 2006 - February 2012
Lucent Technologies 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Investment Banking
Education
Wharton Business School 2004 — 2006
Master of Business Administration, Finance
University of Maryland College Park 1997 — 2000
Bachelor of Science, Finance
Presec
Goldman Sachs June 2006 - February 2012
Lucent Technologies 2002 - 2004
Salomon Smith Barney 2000 - 2002
Skills
Investment Banking
Education
Wharton Business School 2004 — 2006
Master of Business Administration, Finance
University of Maryland College Park 1997 — 2000
Bachelor of Science, Finance
Presec
Chelsey Malk's Salomon Smith Barney Experience 2000 - 2002
Job Director of Financial Planning & Analysis
Industry Apparel & Fashion
Experience
Trina Turk July 2012 - Present
Lucky Brand Jeans 2009 - 2012
Lucky Brand Jeans 2007 - 2009
Nestle 2005 - 2007
Chanel 2002 - 2005
Salomon Smith Barney 2000 - 2002
Skills
Strategic Planning, Forecasting, Apparel, business pl, Corporate Finance, Budget Process, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (B.S.), Finance & Operations Information Management
Trina Turk July 2012 - Present
Lucky Brand Jeans 2009 - 2012
Lucky Brand Jeans 2007 - 2009
Nestle 2005 - 2007
Chanel 2002 - 2005
Salomon Smith Barney 2000 - 2002
Skills
Strategic Planning, Forecasting, Apparel, business pl, Corporate Finance, Budget Process, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor of Science (B.S.), Finance & Operations Information Management
Kemp Webber Steib's Salomon Smith Barney Experience July 1998 - February 2000
Job Director of Investor Relations and Business Development, Allen Global Partners, Allen & Company
Industry Investment Management
Experience
Allen & Company February 2000 - Present
Salomon Smith Barney July 1998 - February 2000
Skills
Investment Banking
Education
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.)
Allen & Company February 2000 - Present
Salomon Smith Barney July 1998 - February 2000
Skills
Investment Banking
Education
University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.)
Jim Paley's Salomon Smith Barney Experience September 2000 - December 2005
Job Senior Vice President Investments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott December 2005 - Present
Salomon Smith Barney September 2000 - December 2005
First Union Securities August 2000 - September 2000
First Albany Corporation August 1984 - August 2000
Prudential-Bache Securities, Ince October 1981 - August 1984
Education
University of Miami 1969 — 1971
Bachelor of Arts (B.A.), Human Relations
Janney Montgomery Scott December 2005 - Present
Salomon Smith Barney September 2000 - December 2005
First Union Securities August 2000 - September 2000
First Albany Corporation August 1984 - August 2000
Prudential-Bache Securities, Ince October 1981 - August 1984
Education
University of Miami 1969 — 1971
Bachelor of Arts (B.A.), Human Relations
Andrew Beckman's Salomon Smith Barney Experience 1996 - 1998
Job Portfolio Manager, Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital September 2012 - Present
Goldman Sachs January 2004 - September 2012
Investcorp 1998 - 2004
Salomon Smith Barney 1996 - 1998
Education
University of Pennsylvania
Magnetar Capital September 2012 - Present
Goldman Sachs January 2004 - September 2012
Investcorp 1998 - 2004
Salomon Smith Barney 1996 - 1998
Education
University of Pennsylvania
Ana Belgodere's Salomon Smith Barney Experience 1998 - February 2000
Job Business Analyst at UBS
Industry Financial Services
Experience
UBS February 2000 - Present
Salomon Smith Barney 1998 - February 2000
Paine Webber Inc. of Puerto Rico 1997 - 1998
Skills
Fully Bilingual English..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Abacus software, Perascope Software, Advent software
Education
University of Puerto Rico-Mayaguez 1987 — 1996
Bachelor of Science (BS), Business Administration
UBS February 2000 - Present
Salomon Smith Barney 1998 - February 2000
Paine Webber Inc. of Puerto Rico 1997 - 1998
Skills
Fully Bilingual English..., Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Abacus software, Perascope Software, Advent software
Education
University of Puerto Rico-Mayaguez 1987 — 1996
Bachelor of Science (BS), Business Administration
Salomon Brothers
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers