Salomon Smith Barney Inc.
Industry: Company
DescriptionHeadquarters: New York City, NY Parent organization: Citigroup
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Salomon Smith Barney Inc. Employees
Employee
Years
Job
Industry
Kellie E. Bartley, CPA Kellie E. Bartley, CPA's Salomon Smith Barney Inc. Experience April 1997 - May 1999
Job Quality Control / Senior Internal Auditor
Industry Staffing and Recruiting
Experience
St. Paul's Baptist Church 2013 - Present
Edible Richmond 2014 - Present
KubiQ Cuisines 2011 - Present
Adams & Garth Staffing May 2015 - September 2015
On Assignment June 2013 - August 2014
Bon Secours Health System October 2010 - May 2013
FDIC March 2008 - October 2010
Wachovia Corporation February 2004 - January 2008
UBS May 1999 - April 2001
Salomon Smith Barney, Inc. April 1997 - May 1999
Skills
Risk Assessment, Internal Audit, Internal & External..., Finance, Financial Risk, Financial & Operational..., User Acceptance Testing, Designing Tests of..., Client & Executive..., Internal Controls, GAAP, Banking, SOX Compliancy, SSAE 16, Financial Reporting, Auditing, Executive Management, Risk Management, Strategic Planning
Education
Baruch College
Bachelor of Business Administration (BBA), Accountancy
St. Paul's Baptist Church 2013 - Present
Edible Richmond 2014 - Present
KubiQ Cuisines 2011 - Present
Adams & Garth Staffing May 2015 - September 2015
On Assignment June 2013 - August 2014
Bon Secours Health System October 2010 - May 2013
FDIC March 2008 - October 2010
Wachovia Corporation February 2004 - January 2008
UBS May 1999 - April 2001
Salomon Smith Barney, Inc. April 1997 - May 1999
Skills
Risk Assessment, Internal Audit, Internal & External..., Finance, Financial Risk, Financial & Operational..., User Acceptance Testing, Designing Tests of..., Client & Executive..., Internal Controls, GAAP, Banking, SOX Compliancy, SSAE 16, Financial Reporting, Auditing, Executive Management, Risk Management, Strategic Planning
Education
Baruch College
Bachelor of Business Administration (BBA), Accountancy
Lynne Mancini Lynne Mancini's Salomon Smith Barney Inc. Experience June 2001 - August 2001
Job Vice President Bank of New York Mellon eCommerce Product Management
Industry Capital Markets
Experience
BNY Mellon- Global Markets February 2013 - Present
BONDDESK TRADING LLC July 2011 - January 2013
Wall Street Access May 2010 - August 2011
BondDesk Group LLC 2008 - May 2010
Merrill Lynch August 2005 - April 2008
SALOMON SMITH BARNEY, INC June 2001 - August 2001
Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income
Education
Clemson University
MBA
University of Massachusetts, Amherst 1997 — 2002
BA, Finance
Università per Stranieri di Siena
Bachelor of Arts
BNY Mellon- Global Markets February 2013 - Present
BONDDESK TRADING LLC July 2011 - January 2013
Wall Street Access May 2010 - August 2011
BondDesk Group LLC 2008 - May 2010
Merrill Lynch August 2005 - April 2008
SALOMON SMITH BARNEY, INC June 2001 - August 2001
Skills
Trading, Bloomberg, Series 24, Securities, Trading Systems, Derivatives, Capital Markets, Market Data, Hedge Funds, Electronic Trading, Fixed Income
Education
Clemson University
MBA
University of Massachusetts, Amherst 1997 — 2002
BA, Finance
Università per Stranieri di Siena
Bachelor of Arts
Justin Sebastian's Salomon Smith Barney Inc. Experience May 1996 - December 1997
Job Director of Operations at Portables Unlimited
Industry Telecommunications
Experience
Portables Unlimited February 2009 - April 2013
Portables Unlimited April 2009 - April 2010
Portables Unlimited, LLC April 2004 - February 2009
Portables Unlimited January 2003 - April 2004
Portables Unlimited April 2002 - January 2003
Broadway Trading LLC June 2000 - April 2002
Alternative Resources Corporation May 1999 - June 2000
InterSys Consulting, Inc. January 1999 - April 1999
Electronic Data Systems Inc. October 1998 - December 1998
Salomon Smith Barney Inc May 1996 - December 1997
Skills
Business Strategy, Telecommunications, Wireless, Contract Negotiation, New Business Development, Sales Operations, Direct Sales, Account Management, Operations Management, Sales Management
Education
State University of New York at Binghamton 1992 — 1996
BA, Economics, Graduated Magna Cum Laude
Portables Unlimited February 2009 - April 2013
Portables Unlimited April 2009 - April 2010
Portables Unlimited, LLC April 2004 - February 2009
Portables Unlimited January 2003 - April 2004
Portables Unlimited April 2002 - January 2003
Broadway Trading LLC June 2000 - April 2002
Alternative Resources Corporation May 1999 - June 2000
InterSys Consulting, Inc. January 1999 - April 1999
Electronic Data Systems Inc. October 1998 - December 1998
Salomon Smith Barney Inc May 1996 - December 1997
Skills
Business Strategy, Telecommunications, Wireless, Contract Negotiation, New Business Development, Sales Operations, Direct Sales, Account Management, Operations Management, Sales Management
Education
State University of New York at Binghamton 1992 — 1996
BA, Economics, Graduated Magna Cum Laude
Tara Lynn Casey Tara Lynn Casey's Salomon Smith Barney Inc. Experience September 1998 - April 2003
Job Director Complex Administrative Manager
Industry Financial Services
Experience
UBS Financial Services Inc July 2014 - Present
UBS March 2012 - July 2014
Morgan Stanley (Smith Barney) April 2009 - March 2012
Smith Barney March 2005 - April 2009
UBS September 2004 - March 2005
Citi Smith Barney April 2003 - September 2004
Salomon Smith Barney Inc. September 1998 - April 2003
Skills
Series 7, Series 63
Education
Nassau Community College 1993 — 1994
Criminal Justice and Corrections
Nassau Community College 1993 — 1994
Foreign Languages and Literatures, General
UBS Financial Services Inc July 2014 - Present
UBS March 2012 - July 2014
Morgan Stanley (Smith Barney) April 2009 - March 2012
Smith Barney March 2005 - April 2009
UBS September 2004 - March 2005
Citi Smith Barney April 2003 - September 2004
Salomon Smith Barney Inc. September 1998 - April 2003
Skills
Series 7, Series 63
Education
Nassau Community College 1993 — 1994
Criminal Justice and Corrections
Nassau Community College 1993 — 1994
Foreign Languages and Literatures, General
Lisa (Ketz) Cross Lisa (Ketz) Cross's Salomon Smith Barney Inc. Experience 1998 - 2001
Job Owner, Added Charm Home Staging
Industry Design
Experience
Added Charm Home Staging October 2010 - Present
AXA Advisors May 2013 - February 2015
Hickey & Gates, LLC July 2003 - May 2013
Lesko Financial Services 2001 - 2002
Salomon Smith Barney, Inc. 1998 - 2001
Associates Home Equity Services, Inc. 1992 - 1998
Cadbury U.S.A. 1982 - 1986
Sikorsky Aircraft 1981 - 1982
Skills
Home Staging, Sellers, Real Estate, Residential Homes, Interior Design, Marketing, Property, Real Estate Transactions, Furniture, Relocation, Investment Properties, Accessorizing, Sales, Condos, Referrals, Buyer Representation, Single Family Homes, Furnishings, Rentals, Space-planning, Small Business, House, Space Planning, Personal Shopping, Certified Home Stager, First Time Home Buyers, Selling, Foreclosures, Professional Organizing, Investors, Real Estate Staging, Luxury, Townhomes, Color Consultation, Research, Social Media, Title Searches, Window Treatments, Home, Residential, Furniture Placement, Color Selection, Finish Selection, Advertising, Writing, Blogging, Internet, Title Searching, Computer Literate, Listings
Education
Association of Property Scene Designers 2010 — 2011
Certificate, Home Staging with Specialty in Vacant and Distressed Properties
Central Connecticut State University 1979 — 1980
Marketing
Sacred Heart University 1978 — 1979
Secretarial Science
Added Charm Home Staging October 2010 - Present
AXA Advisors May 2013 - February 2015
Hickey & Gates, LLC July 2003 - May 2013
Lesko Financial Services 2001 - 2002
Salomon Smith Barney, Inc. 1998 - 2001
Associates Home Equity Services, Inc. 1992 - 1998
Cadbury U.S.A. 1982 - 1986
Sikorsky Aircraft 1981 - 1982
Skills
Home Staging, Sellers, Real Estate, Residential Homes, Interior Design, Marketing, Property, Real Estate Transactions, Furniture, Relocation, Investment Properties, Accessorizing, Sales, Condos, Referrals, Buyer Representation, Single Family Homes, Furnishings, Rentals, Space-planning, Small Business, House, Space Planning, Personal Shopping, Certified Home Stager, First Time Home Buyers, Selling, Foreclosures, Professional Organizing, Investors, Real Estate Staging, Luxury, Townhomes, Color Consultation, Research, Social Media, Title Searches, Window Treatments, Home, Residential, Furniture Placement, Color Selection, Finish Selection, Advertising, Writing, Blogging, Internet, Title Searching, Computer Literate, Listings
Education
Association of Property Scene Designers 2010 — 2011
Certificate, Home Staging with Specialty in Vacant and Distressed Properties
Central Connecticut State University 1979 — 1980
Marketing
Sacred Heart University 1978 — 1979
Secretarial Science
Tracey Nykiel Tracey Nykiel's Salomon Smith Barney Inc. Experience 1998 - 2000
Job Senior Client Investment Officer at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management 2014 - Present
R.V.Kuhns & Associates, Inc. 2012 - 2014
Hewitt EnnisKnupp, Inc., an Aon Company 2004 - 2012
Hedge Fund Research, Inc. 2003 - 2003
Mercer Investment Consulting 2000 - 2002
Salomon Smith Barney, Inc. 1998 - 2000
Skills
Hedge Funds, Endowments, Investment Management, Mutual Funds, Institutional Investors, Financial Services, Asset Allocation, Fixed Income, Asset Managment, Pensions, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Pension Funds, Series 7, Private Equity, Alternative Investments, Investment Strategies, Investment Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2010
M.B.A., Finance, Economics, Management and Organizational Behavior, Entrepreneurship
Rutgers, The State University of New Jersey-New Brunswick
B.A., French, Philosophy
Northern Trust Asset Management 2014 - Present
R.V.Kuhns & Associates, Inc. 2012 - 2014
Hewitt EnnisKnupp, Inc., an Aon Company 2004 - 2012
Hedge Fund Research, Inc. 2003 - 2003
Mercer Investment Consulting 2000 - 2002
Salomon Smith Barney, Inc. 1998 - 2000
Skills
Hedge Funds, Endowments, Investment Management, Mutual Funds, Institutional Investors, Financial Services, Asset Allocation, Fixed Income, Asset Managment, Pensions, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Pension Funds, Series 7, Private Equity, Alternative Investments, Investment Strategies, Investment Advisory
Education
The University of Chicago - Booth School of Business 2007 — 2010
M.B.A., Finance, Economics, Management and Organizational Behavior, Entrepreneurship
Rutgers, The State University of New Jersey-New Brunswick
B.A., French, Philosophy
Jesse Morgan Jesse Morgan's Salomon Smith Barney Inc. Experience April 1999 - December 1999
Job Sr. Product Manager / Director / Electronic Trading and eDistribution
Industry Capital Markets
Experience
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
ICAP June 2014 - Present
Citigroup Global Markets, Inc. January 2010 - November 2013
Citigroup Global Markets, Inc. February 2002 - December 2012
Citigroup Global Markets, Inc. January 2009 - December 2010
Citigroup Global Markets, Inc. October 2008 - December 2009
Citigroup Global Markets, Inc. January 2000 - October 2008
Salomon Smith Barney, Inc. April 1999 - December 1999
Merrill Lynch April 1997 - April 1998
Freelance Film and Video Production January 1993 - April 1997
Skills
Electronic Trading, Trading Systems, Product Management, Product Development, E-commerce, Derivatives, Fixed Income, Financial Markets, Bonds, Securities, Business Analysis, Investment Banking, Business Strategy, Business Process..., Contract Negotiation, New Business Development, Team Leadership, User Interface Design, Dodd-Frank, Equities, Series 63, ETFs, Emerging Markets, Technical Liaison, Marketing, Series 7, Web Development, Startup Development, Innovation, User Experience, Workflow, Collaboration, Partnerships, Project Based, Creativity, Business Efficiency, Globalization, Internalization, Operational Planning, Data-driven, User Training, Compliance, Syndicate, Video Production, Film Production, CDS, Prime Brokerage, Trading, Market Data, Strategy
Education
Northeastern University 1987 — 1990
Bachelor of Arts (BA), Sociology
Universidad de Sevilla 1988 — 1989
Junior year abroad, Spanish Language and Literature
University of Oregon 1986 — 1987
LIU Post 1985 — 1986
Dudley Probert Dudley Probert's Salomon Smith Barney Inc. Experience February 1998 - November 2002
Job Financial Consultant at First Allied Securities
Industry Financial Services
Experience
First Allied Securities June 2007 - Present
D.A. Davidson & Co. November 2002 - June 2007
Salomon Smith Barney Inc. February 1998 - November 2002
Skills
Series 7, Retirement, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Financial Advisory, Series 63, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Portfolio Management, Estate Planning, 401k
Education
University of Colorado Boulder 1982 — 1982
Masters of Business Administration, Business Administration and Management, General
Brigham Young University 1976 — 1981
Bachelor of Science (BS), Finance, General
First Allied Securities June 2007 - Present
D.A. Davidson & Co. November 2002 - June 2007
Salomon Smith Barney Inc. February 1998 - November 2002
Skills
Series 7, Retirement, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Financial Advisory, Series 63, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Portfolio Management, Estate Planning, 401k
Education
University of Colorado Boulder 1982 — 1982
Masters of Business Administration, Business Administration and Management, General
Brigham Young University 1976 — 1981
Bachelor of Science (BS), Finance, General
Tom Gubitosi's Salomon Smith Barney Inc. Experience July 1998 - August 2000
Job Facilities Management Call Center at Macy's
Industry Facilities Services
Experience
Macy's May 2013 - Present
Jefferies & Company, Inc August 2000 - February 2010
Salomon Smith Barney Inc July 1998 - August 2000
Verizon Wireless September 1995 - July 1998
Skills
Servers, Help Desk Support, Data Center, Telecommunications, Call Centers, Technical Support, Disaster Recovery, Unix, Operating Systems, Leadership, VoIP, Electronic Trading, Project Management, IT Strategy, Blackberry, Management
Education
Hillsborough High School
Hillsborough High School
Diploma
Kutztown University
Kutztown University
History
Raritan Valley Community College
Raritan Valley Community College
Macy's May 2013 - Present
Jefferies & Company, Inc August 2000 - February 2010
Salomon Smith Barney Inc July 1998 - August 2000
Verizon Wireless September 1995 - July 1998
Skills
Servers, Help Desk Support, Data Center, Telecommunications, Call Centers, Technical Support, Disaster Recovery, Unix, Operating Systems, Leadership, VoIP, Electronic Trading, Project Management, IT Strategy, Blackberry, Management
Education
Hillsborough High School
Hillsborough High School
Diploma
Kutztown University
Kutztown University
History
Raritan Valley Community College
Raritan Valley Community College
Joseph Vallo Joseph Vallo's Salomon Smith Barney Inc. Experience January 2000 - January 2002
Job Shareholder at Greenberg Traurig
Industry Law Practice
Experience
Greenberg Traurig, LLP June 2014 - Present
National LGBT Bar Foundation February 2012 - Present
Burr & Forman LLP July 2013 - June 2014
Greenberg Traurig August 2009 - June 2013
WACHOVIA SECURITIES, LLC/WELLS FARGO ADVISORS, LLC 2004 - 2009
TD WATERHOUSE GROUP, INC 2002 - 2004
SALOMON SMITH BARNEY INC January 2000 - January 2002
GRUNTAL & CO., L.L 2000 - 2000
JOSEPH A. VALLO, PA 1995 - 2000
PAINEWEBBER 1988 - 1995
Skills
Litigation, Arbitration, Commercial Litigation, Securities Regulation, Legal Research, Civil Litigation, Securities, Corporate Law, Legal Writing, Legal Issues
Education
New York Law School 1979 — 1983
JD, Law
State University of New York College at Cortland 1975 — 1979
BA, Political Science
Greenberg Traurig, LLP June 2014 - Present
National LGBT Bar Foundation February 2012 - Present
Burr & Forman LLP July 2013 - June 2014
Greenberg Traurig August 2009 - June 2013
WACHOVIA SECURITIES, LLC/WELLS FARGO ADVISORS, LLC 2004 - 2009
TD WATERHOUSE GROUP, INC 2002 - 2004
SALOMON SMITH BARNEY INC January 2000 - January 2002
GRUNTAL & CO., L.L 2000 - 2000
JOSEPH A. VALLO, PA 1995 - 2000
PAINEWEBBER 1988 - 1995
Skills
Litigation, Arbitration, Commercial Litigation, Securities Regulation, Legal Research, Civil Litigation, Securities, Corporate Law, Legal Writing, Legal Issues
Education
New York Law School 1979 — 1983
JD, Law
State University of New York College at Cortland 1975 — 1979
BA, Political Science
Jamie Rubin Jamie Rubin's Salomon Smith Barney Inc. Experience September 1998 - February 2000
Job SVP, Group Media Director at Lowe Campbell Ewald
Industry Marketing and Advertising
Experience
Lowe Campbell Ewald July 2014 - Present
Deutsch Inc. June 2000 - July 2014
Salomon Smith Barney Inc. September 1998 - February 2000
Skills
Kantar Media..., Donovan Data Systems..., IMS: Telmar, Workhorse: MediaTools, comScore, Media Planning, Telmar, IMS DB/DC, Digital Strategy, Media Buying, Competitive Analysis, Integrated Marketing, Media Strategy, Display Advertising, Interactive Marketing, New Media, Brand Development, Rich Media, Online Advertising, Outdoor Advertising, Interactive Advertising, DoubleClick, Entrepreneurship, Mobile Marketing, Social Media Marketing, Advertising Sales, Web Analytics, CRM, Marketing, Digital Marketing, Strategy, Integrated Media, Advertising, Direct Response, Digital Media, Direct Marketing, Content Strategy
Education
Southern Connecticut State University 1994 — 1998
BS, Corporate Communication
Lowe Campbell Ewald July 2014 - Present
Deutsch Inc. June 2000 - July 2014
Salomon Smith Barney Inc. September 1998 - February 2000
Skills
Kantar Media..., Donovan Data Systems..., IMS: Telmar, Workhorse: MediaTools, comScore, Media Planning, Telmar, IMS DB/DC, Digital Strategy, Media Buying, Competitive Analysis, Integrated Marketing, Media Strategy, Display Advertising, Interactive Marketing, New Media, Brand Development, Rich Media, Online Advertising, Outdoor Advertising, Interactive Advertising, DoubleClick, Entrepreneurship, Mobile Marketing, Social Media Marketing, Advertising Sales, Web Analytics, CRM, Marketing, Digital Marketing, Strategy, Integrated Media, Advertising, Direct Response, Digital Media, Direct Marketing, Content Strategy
Education
Southern Connecticut State University 1994 — 1998
BS, Corporate Communication
Dave Fohr's Salomon Smith Barney Inc. Experience February 2001 - September 2002
Job Compliance Consultant Retail Compliance Advice at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Joe Kuo, TEP®, J.D. Joe Kuo, TEP®, J.D.'s Salomon Smith Barney Inc. Experience March 1998 - March 1999
Job Vice President National Sales Director, Asian Markets AIG
Industry Insurance
Experience
AIG June 2015 - Present
AIG July 2013 - Present
MetLife August 2011 - February 2013
New York Life Insurance Company June 2001 - May 2011
American General Life Companies April 2000 - April 2001
Executive Compensation Group, Inc. April 1999 - March 2000
Salomon Smith Barney, Inc. March 1998 - March 1999
The Ayco Company, L.P. August 1997 - March 1998
Skills
Estate Planning, Personal Financial..., Business Planning, Insurance Planning, Investment Planning, Talent Acquisition, Languages - Mandarin..., Talent Development, Fixed Annuities, Insurance, Financial Planners, Life Insurance, Retirement, Investments, Retirement Planning, Strategic Financial..., Financial Services, Talent Management, Disability Insurance, Term Life Insurance, Financial Planning, Finance, Long-term Care, Management, Mutual Funds, Wealth Management, Employee Benefits
Education
Albany Law School of Union University 1994 — 1997
Doctor of Law (J.D.), Law, cum laude
SUNY Binghamton 1989 — 1993
Bachelor's degree, Political Science and Government, cum laude
AIG June 2015 - Present
AIG July 2013 - Present
MetLife August 2011 - February 2013
New York Life Insurance Company June 2001 - May 2011
American General Life Companies April 2000 - April 2001
Executive Compensation Group, Inc. April 1999 - March 2000
Salomon Smith Barney, Inc. March 1998 - March 1999
The Ayco Company, L.P. August 1997 - March 1998
Skills
Estate Planning, Personal Financial..., Business Planning, Insurance Planning, Investment Planning, Talent Acquisition, Languages - Mandarin..., Talent Development, Fixed Annuities, Insurance, Financial Planners, Life Insurance, Retirement, Investments, Retirement Planning, Strategic Financial..., Financial Services, Talent Management, Disability Insurance, Term Life Insurance, Financial Planning, Finance, Long-term Care, Management, Mutual Funds, Wealth Management, Employee Benefits
Education
Albany Law School of Union University 1994 — 1997
Doctor of Law (J.D.), Law, cum laude
SUNY Binghamton 1989 — 1993
Bachelor's degree, Political Science and Government, cum laude
Waldo Abreu Waldo Abreu's Salomon Smith Barney Inc. Experience October 2003 - November 2004
Job Construction Supervisor at Time Warner Cable
Industry Telecommunications
Experience
Time Warner Cable June 2015 - Present
Time Warner Cable December 2012 - June 2015
Time Warner Cable December 2011 - December 2012
Time Warner Cable March 2011 - March 2012
Time Warner Cable Inc May 2010 - March 2011
Time Warner Cable May 2006 - May 2010
New Citi Realty Consulting LLC December 2004 - April 2006
Salomon Smith Barney Inc October 2003 - November 2004
Quantum of Inwood Community Center September 2000 - June 2004
Parenthood, Inc June 2002 - September 2003
Skills
PeopleSoft, Telecommunications, Microsoft Office, Financial Analysis, Microsoft Excel, Team Leadership, PowerPoint, Microsoft Word, Performance Management, Economics, Social Media, Technical Recruiting, Customer Service, Call Center, Outlook, Access, Customer Satisfaction, Process Improvement, Sales, Data Entry, System Administration, Training, Forecasting, Call Centers, Analysis, Accounting, Salesforce.com, Broadband, Operations Management, Telephony, Management, Account Management, Customer Experience, Customer Retention, Team Building, Vendor Management, Business Analysis, Data Analysis, Windows, Software Documentation, Troubleshooting, Leadership, Networking, Computer Hardware, VoIP, Reporting & Analysis, Visio, Technical Support
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelors, Business Administration; Finance
St. John's University 2004 — 2006
Liberal Art Courses
Time Warner Cable June 2015 - Present
Time Warner Cable December 2012 - June 2015
Time Warner Cable December 2011 - December 2012
Time Warner Cable March 2011 - March 2012
Time Warner Cable Inc May 2010 - March 2011
Time Warner Cable May 2006 - May 2010
New Citi Realty Consulting LLC December 2004 - April 2006
Salomon Smith Barney Inc October 2003 - November 2004
Quantum of Inwood Community Center September 2000 - June 2004
Parenthood, Inc June 2002 - September 2003
Skills
PeopleSoft, Telecommunications, Microsoft Office, Financial Analysis, Microsoft Excel, Team Leadership, PowerPoint, Microsoft Word, Performance Management, Economics, Social Media, Technical Recruiting, Customer Service, Call Center, Outlook, Access, Customer Satisfaction, Process Improvement, Sales, Data Entry, System Administration, Training, Forecasting, Call Centers, Analysis, Accounting, Salesforce.com, Broadband, Operations Management, Telephony, Management, Account Management, Customer Experience, Customer Retention, Team Building, Vendor Management, Business Analysis, Data Analysis, Windows, Software Documentation, Troubleshooting, Leadership, Networking, Computer Hardware, VoIP, Reporting & Analysis, Visio, Technical Support
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
Bachelors, Business Administration; Finance
St. John's University 2004 — 2006
Liberal Art Courses
Viktoria Krane Viktoria Krane's Salomon Smith Barney Inc. Experience June 2000 - August 2000
Job Crowdfunding for Small Business Loans
Industry Financial Services
Experience
Lendoor August 2013 - Present
Fitch Ratings February 2011 - August 2013
KBC Alternative Investment Management May 2006 - July 2007
Global Fixed Income Partners, LLC January 2006 - March 2006
Moody's Investors Service July 2001 - November 2005
Salomon Smith Barney INC June 2000 - August 2000
Bulgarian-Russian Investment Bank PLC January 1998 - August 1999
Skills
Finance, Structured Finance, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Financial Services, Strategy, Business Planning, Corporate Finance, Credit, Credit Analysis
Education
University of Oklahoma - Price College of Business 1999 — 2001
MBA
New York University - Leonard N. Stern School of Business 2000 — 2000
Summer MBA
University of National and World Economy 1991 — 1994
Bachelor of Science
Lendoor August 2013 - Present
Fitch Ratings February 2011 - August 2013
KBC Alternative Investment Management May 2006 - July 2007
Global Fixed Income Partners, LLC January 2006 - March 2006
Moody's Investors Service July 2001 - November 2005
Salomon Smith Barney INC June 2000 - August 2000
Bulgarian-Russian Investment Bank PLC January 1998 - August 1999
Skills
Finance, Structured Finance, Capital Markets, Financial Modeling, Portfolio Management, Investments, Valuation, Financial Services, Strategy, Business Planning, Corporate Finance, Credit, Credit Analysis
Education
University of Oklahoma - Price College of Business 1999 — 2001
MBA
New York University - Leonard N. Stern School of Business 2000 — 2000
Summer MBA
University of National and World Economy 1991 — 1994
Bachelor of Science
Clyde Johnson IV Clyde Johnson IV's Salomon Smith Barney Inc. Experience September 1998 - December 1998
Job Chief Investment Officer at BC LYND Hospitality
Industry Commercial Real Estate
Experience
BC LYND Hospitality July 2011 - Present
BC Commercial Partners, LLC September 2010 - Present
Presidian Companies May 2006 - September 2010
GMAC COMMERCIAL MORTGAGE (Berkadia Commercial Mortgage LLC) June 2003 - May 2006
GMAC COMMERCIAL MORTGAGE (Berkadia Commercial Mortgage LLC) February 2000 - June 2003
Salomon Smith Barney, Inc. September 1998 - December 1998
Senator Kay Bailey Hutchison, Press Office May 1998 - August 1998
Merrill Lynch Pierce & Fenner January 1998 - May 1998
Browning Construction Company May 1997 - August 1997
Skills
Strategic Planning, Real Estate Development, Real Estate, Loans, Investment Properties, Financial Analysis, Analysis, Due Diligence, Management, Investments, Mergers & Acquisitions, Contract Negotiation, Real Estate Transactions, New Business Development, Brokerage, Leadership, Investors
Education
Texas Tech University 1995 — 1999
Business Administration
BC LYND Hospitality July 2011 - Present
BC Commercial Partners, LLC September 2010 - Present
Presidian Companies May 2006 - September 2010
GMAC COMMERCIAL MORTGAGE (Berkadia Commercial Mortgage LLC) June 2003 - May 2006
GMAC COMMERCIAL MORTGAGE (Berkadia Commercial Mortgage LLC) February 2000 - June 2003
Salomon Smith Barney, Inc. September 1998 - December 1998
Senator Kay Bailey Hutchison, Press Office May 1998 - August 1998
Merrill Lynch Pierce & Fenner January 1998 - May 1998
Browning Construction Company May 1997 - August 1997
Skills
Strategic Planning, Real Estate Development, Real Estate, Loans, Investment Properties, Financial Analysis, Analysis, Due Diligence, Management, Investments, Mergers & Acquisitions, Contract Negotiation, Real Estate Transactions, New Business Development, Brokerage, Leadership, Investors
Education
Texas Tech University 1995 — 1999
Business Administration
Andrea Kalmans Andrea Kalmans's Salomon Smith Barney Inc. Experience January 1998 - January 2000
Job Investor at One Model, Inc
Industry Information Technology and Services
Experience
One Model, Inc August 2015 - Present
Bitfusion.io May 2015 - Present
Experiment Engine November 2014 - Present
Clarify, Inc July 2014 - Present
Atlas Wearables August 2013 - Present
Lontra Ventures December 2008 - Present
DELL INC July 2002 - December 2008
AUSTIN VENTURES LABS & PORTFOLIO June 2001 - August 2001
SALOMON SMITH BARNEY INC January 1998 - January 2000
GOLDMAN SACHS June 1997 - August 1997
Skills
Delivering Results, Leading Projects, Collaborative, Building Partnerships, Strategic Partnerships, Entrepreneur, Product Marketing, Competitive Analysis, Partnerships, Projects, Business Development, Entrepreneurship, Strategy, Cross-functional Team..., CRM, Mergers & Acquisitions, Start-ups, Product Management, Leadership, Cloud Computing, Go-to-market Strategy, Marketing Strategy, E-commerce, Email Marketing, Management, Analytics, Product Development, Enterprise Software, Program Management, Selling, Marketing Communications, Sales Process, Direct Sales, Marketing, Sales, Multi-channel Marketing, Market Planning, Lead Generation, Venture Capital, P&L Management, New Business Development, Product Launch, Demand Generation, Business Alliances, Executive Management, Segmentation, B2B Marketing, Channel Partners, Salesforce.com, Customer Acquisition
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, MBA
University of Wisconsin-Madison - School of Business 1994 — 1998
BBA, Finance, Economics
One Model, Inc August 2015 - Present
Bitfusion.io May 2015 - Present
Experiment Engine November 2014 - Present
Clarify, Inc July 2014 - Present
Atlas Wearables August 2013 - Present
Lontra Ventures December 2008 - Present
DELL INC July 2002 - December 2008
AUSTIN VENTURES LABS & PORTFOLIO June 2001 - August 2001
SALOMON SMITH BARNEY INC January 1998 - January 2000
GOLDMAN SACHS June 1997 - August 1997
Skills
Delivering Results, Leading Projects, Collaborative, Building Partnerships, Strategic Partnerships, Entrepreneur, Product Marketing, Competitive Analysis, Partnerships, Projects, Business Development, Entrepreneurship, Strategy, Cross-functional Team..., CRM, Mergers & Acquisitions, Start-ups, Product Management, Leadership, Cloud Computing, Go-to-market Strategy, Marketing Strategy, E-commerce, Email Marketing, Management, Analytics, Product Development, Enterprise Software, Program Management, Selling, Marketing Communications, Sales Process, Direct Sales, Marketing, Sales, Multi-channel Marketing, Market Planning, Lead Generation, Venture Capital, P&L Management, New Business Development, Product Launch, Demand Generation, Business Alliances, Executive Management, Segmentation, B2B Marketing, Channel Partners, Salesforce.com, Customer Acquisition
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, MBA
University of Wisconsin-Madison - School of Business 1994 — 1998
BBA, Finance, Economics
Rashid Garbadawala Rashid Garbadawala's Salomon Smith Barney Inc. Experience 1996 - 2000
Job Chief Financial Officer, Talent Business at Mercer
Industry Financial Services
Experience
Mercer October 2013 - Present
Mercer April 2012 - October 2013
Marsh & McLennan Companies, Inc. March 2011 - June 2012
Marsh & McLennan Companies, Inc. June 2008 - April 2011
Willis Group Holdings Limited August 2001 - October 2007
Salomon Smith Barney Inc. 1996 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BSE
Mercer October 2013 - Present
Mercer April 2012 - October 2013
Marsh & McLennan Companies, Inc. March 2011 - June 2012
Marsh & McLennan Companies, Inc. June 2008 - April 2011
Willis Group Holdings Limited August 2001 - October 2007
Salomon Smith Barney Inc. 1996 - 2000
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BSE
Frank Weber Jr. Frank Weber Jr.'s Salomon Smith Barney Inc. Experience September 1999 - June 2002
Job President at FX Group Inc
Industry Financial Services
Experience
FX Group 2006 - 2015
FX Group 2006 - 2012
AMF CAPITAL August 2005 - January 2007
Camelot Advisors,LLC June 2002 - July 2005
Salomon Smith Barney Inc. September 1999 - June 2002
Prudential Financial November 1994 - September 1999
Smith Barney July 1993 - September 1994
Skills
Venture Capital, New Business Development, Business Strategy, Strategic Planning, Alternative Investments, Investment Banking, Wealth Management, Small Business, Asset Managment, Entrepreneurship, Portfolio Management, Business Development, Trading, Insurance, Strategic Financial..., Private Equity, Marketing Strategy, Business Planning, Corporate Finance, IPO, Asset Management, Financial Planning
Education
Virginia Commonwealth University - School of Business 1988 — 1991
BS, Corporate Real estate
Dean College 1986 — 1988
asscociate, business
Pines
FX Group 2006 - 2015
FX Group 2006 - 2012
AMF CAPITAL August 2005 - January 2007
Camelot Advisors,LLC June 2002 - July 2005
Salomon Smith Barney Inc. September 1999 - June 2002
Prudential Financial November 1994 - September 1999
Smith Barney July 1993 - September 1994
Skills
Venture Capital, New Business Development, Business Strategy, Strategic Planning, Alternative Investments, Investment Banking, Wealth Management, Small Business, Asset Managment, Entrepreneurship, Portfolio Management, Business Development, Trading, Insurance, Strategic Financial..., Private Equity, Marketing Strategy, Business Planning, Corporate Finance, IPO, Asset Management, Financial Planning
Education
Virginia Commonwealth University - School of Business 1988 — 1991
BS, Corporate Real estate
Dean College 1986 — 1988
asscociate, business
Pines
Matthew Hodges Matthew Hodges's Salomon Smith Barney Inc. Experience March 1997 - December 1999
Job Senior Director Platform Deployment at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Graystone Consulting October 2011 - May 2014
Morgan Stanley Smith BarneyConsulting Group December 2001 - September 2009
Smith Barney Inc December 1999 - December 2001
Salomon Smith Barney Inc March 1997 - December 1999
Savings of America July 1995 - March 1997
SWBC 1992 - 1995
Fidelity Pension Services 1990 - 1992
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Asset Managment, 401k, Investment Advisory, Financial Advisory, Series 65, Separately Managed..., Retirement, Fixed Annuities, ETFs, FINRA, Series 63, Asset Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration
Eisenhower 1982 — 1985
Fidelity Investments June 2014 - Present
Graystone Consulting October 2011 - May 2014
Morgan Stanley Smith BarneyConsulting Group December 2001 - September 2009
Smith Barney Inc December 1999 - December 2001
Salomon Smith Barney Inc March 1997 - December 1999
Savings of America July 1995 - March 1997
SWBC 1992 - 1995
Fidelity Pension Services 1990 - 1992
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Asset Managment, 401k, Investment Advisory, Financial Advisory, Series 65, Separately Managed..., Retirement, Fixed Annuities, ETFs, FINRA, Series 63, Asset Management
Education
Stephen F. Austin State University 1986 — 1990
Bachelor of Business Administration
Eisenhower 1982 — 1985
Scott Kraus Scott Kraus's Salomon Smith Barney Inc. Experience September 2002 - April 2003
Job Financial Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2013 - Present
LPL Financial September 2010 - June 2013
Key Equipment Finance Inc. December 2006 - June 2010
Key Equipment Finance Inc. April 2004 - December 2006
Salomon Smith Barney Inc. September 2002 - April 2003
Skills
Management, Analysis, Finance, Forecasting, Leadership, Portfolio Management, Asset Management, Investments, Credit, Microsoft Office, Project Planning, Financial Services, Time Management, Business Process..., Loans, Financial Analysis, Banking
Education
University of San Francisco 2000 — 2003
B.S.B.A, Finance
LPL Financial June 2013 - Present
LPL Financial September 2010 - June 2013
Key Equipment Finance Inc. December 2006 - June 2010
Key Equipment Finance Inc. April 2004 - December 2006
Salomon Smith Barney Inc. September 2002 - April 2003
Skills
Management, Analysis, Finance, Forecasting, Leadership, Portfolio Management, Asset Management, Investments, Credit, Microsoft Office, Project Planning, Financial Services, Time Management, Business Process..., Loans, Financial Analysis, Banking
Education
University of San Francisco 2000 — 2003
B.S.B.A, Finance
Robert Starr's Salomon Smith Barney Inc. Experience January 1992 - January 1998
Job SVP & Global Treasurer at Time Inc.
Industry Investment Banking
Experience
Time Inc. April 2014 - Present
Frontier Communications Corporation August 2012 - April 2014
LAZARD FRERES & CO. LLC February 2009 - September 2012
AMBAC FINANCIAL GROUP, INC January 1998 - January 2009
SALOMON SMITH BARNEY, INC January 1992 - January 1998
Bank of America January 1989 - January 1992
Oxford Resources Corporation 1981 - 1988
Skills
Structured Finance, Capital Markets, Sarbanes-Oxley Act, Investment Banking, Portfolio Management, Investments, Finance, Accounting, Management, Risk Management, Corporate Finance, Trading, Banking, Credit Analysis, Financial Analysis, Credit Risk, Fixed Income
Education
Columbia University Graduate School of Business
Negotiations
Stanford University Graduate School of Business
Financial Management Program
New York University - Leonard N. Stern School of Business 1988 — 1989
Masters of Business Administration, Finance
State University of New York College at Oswego
Bachelor's of Science, Marketing; Economics
Time Inc. April 2014 - Present
Frontier Communications Corporation August 2012 - April 2014
LAZARD FRERES & CO. LLC February 2009 - September 2012
AMBAC FINANCIAL GROUP, INC January 1998 - January 2009
SALOMON SMITH BARNEY, INC January 1992 - January 1998
Bank of America January 1989 - January 1992
Oxford Resources Corporation 1981 - 1988
Skills
Structured Finance, Capital Markets, Sarbanes-Oxley Act, Investment Banking, Portfolio Management, Investments, Finance, Accounting, Management, Risk Management, Corporate Finance, Trading, Banking, Credit Analysis, Financial Analysis, Credit Risk, Fixed Income
Education
Columbia University Graduate School of Business
Negotiations
Stanford University Graduate School of Business
Financial Management Program
New York University - Leonard N. Stern School of Business 1988 — 1989
Masters of Business Administration, Finance
State University of New York College at Oswego
Bachelor's of Science, Marketing; Economics
Wally Beck Wally Beck's Salomon Smith Barney Inc. Experience September 1993 - January 1999
Job Financial Advisor, Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Capital Markets February 1999 - August 2013
SALOMON SMITH BARNEY INC. September 1993 - January 1999
Paine Webber September 1984 - September 1993
Education
Boise State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2013 - Present
RBC Capital Markets February 1999 - August 2013
SALOMON SMITH BARNEY INC. September 1993 - January 1999
Paine Webber September 1984 - September 1993
Education
Boise State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jim Terez Jim Terez's Salomon Smith Barney Inc. Experience 1993 - 2000
Job Compensation & HR Professional / Adjunct Faculty at NYU's Department of Leadership and Human Capital Management
Industry Human Resources
Experience
Compensation and HR Management Consulting 2012 - Present
New York University 2009 - Present
Citi 2009 - 2011
Citigroup Global Wealth Managment 2004 - 2009
Citigroup Corporate & Investment Bank 2001 - 2004
Salomon Smith Barney Inc. 1993 - 2000
Shearson Lehman Brothers 1989 - 1993
Time Inc. 1987 - 1987
CBS Corporation 1980 - 1986
Skills
Compensation Strategy, Total Rewards, Global HR, Executive Compensation, Sales Compensation..., Sales Compensation..., Compensation Structures, Human Resources, Executive Pay, Personnel Management, Employee Engagement, Deferred Compensation, Employee Relations, Employee Benefits, Strategy, Leadership, Change Management, Compensation & Benefit
Education
New York University, Stern School of Business 1987 — 1989
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1980
MA, English
Kent State University 1972 — 1976
B.A., English
Compensation and HR Management Consulting 2012 - Present
New York University 2009 - Present
Citi 2009 - 2011
Citigroup Global Wealth Managment 2004 - 2009
Citigroup Corporate & Investment Bank 2001 - 2004
Salomon Smith Barney Inc. 1993 - 2000
Shearson Lehman Brothers 1989 - 1993
Time Inc. 1987 - 1987
CBS Corporation 1980 - 1986
Skills
Compensation Strategy, Total Rewards, Global HR, Executive Compensation, Sales Compensation..., Sales Compensation..., Compensation Structures, Human Resources, Executive Pay, Personnel Management, Employee Engagement, Deferred Compensation, Employee Relations, Employee Benefits, Strategy, Leadership, Change Management, Compensation & Benefit
Education
New York University, Stern School of Business 1987 — 1989
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1980
MA, English
Kent State University 1972 — 1976
B.A., English
Richard J. Marchand, Jr.'s Salomon Smith Barney Inc. Experience January 1993 - January 1997
Job Sr. Mortgage Development Officer at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2012 - Present
Sovereign Bank June 2012 - October 2013
Coastway Community Bank October 2011 - June 2012
Bank of America March 2011 - October 2011
Da Vinci Capital, LLC January 2007 - March 2011
RBS Citizens, N.A. / Citizens Bank October 2003 - November 2008
Chase Manhattan Mortgage Corporation January 2001 - January 2003
The Merchants Funding Corporation January 2000 - January 2001
Tucker Anthony, Inc January 1997 - January 1999
Salomon Smith Barney, Inc January 1993 - January 1997
Skills
Real Estate, Loans, Residential, Mortgage Banking, Construction Loans, Commercial Mortgages, Capital Markets, Purchase, Refinance, Mortgage, FHA, Mortgage Lending, Residential Homes, Investment Properties, Sales, Credit, First Time Home Buyers, Referrals, Commercial Real Estate, Investors, Sellers, Foreclosures, Real Estate Transactions, Banking, Marketing, Leadership, Investments, Finance, Loan Origination, Portfolio Management, REO, Residential Mortgages, Small Business, Training, Financial Services, Single Family Homes, Commercial Lending, Management, Relocation, Credit Analysis, New Home Sales, Consumer Lending, Condos
Education
UNIVERSITY OF RHODE ISLAND 1988 — 1991
Master of Public Administration, Public Administration
Rhode Island College 1985 — 1990
BS, Major in Economics & Major in Marketing
Santander Bank, N.A. June 2012 - Present
Sovereign Bank June 2012 - October 2013
Coastway Community Bank October 2011 - June 2012
Bank of America March 2011 - October 2011
Da Vinci Capital, LLC January 2007 - March 2011
RBS Citizens, N.A. / Citizens Bank October 2003 - November 2008
Chase Manhattan Mortgage Corporation January 2001 - January 2003
The Merchants Funding Corporation January 2000 - January 2001
Tucker Anthony, Inc January 1997 - January 1999
Salomon Smith Barney, Inc January 1993 - January 1997
Skills
Real Estate, Loans, Residential, Mortgage Banking, Construction Loans, Commercial Mortgages, Capital Markets, Purchase, Refinance, Mortgage, FHA, Mortgage Lending, Residential Homes, Investment Properties, Sales, Credit, First Time Home Buyers, Referrals, Commercial Real Estate, Investors, Sellers, Foreclosures, Real Estate Transactions, Banking, Marketing, Leadership, Investments, Finance, Loan Origination, Portfolio Management, REO, Residential Mortgages, Small Business, Training, Financial Services, Single Family Homes, Commercial Lending, Management, Relocation, Credit Analysis, New Home Sales, Consumer Lending, Condos
Education
UNIVERSITY OF RHODE ISLAND 1988 — 1991
Master of Public Administration, Public Administration
Rhode Island College 1985 — 1990
BS, Major in Economics & Major in Marketing
Fredy Tello's Salomon Smith Barney Inc. Experience May 1990 - November 1998
Job Entrepreneur/Owner at SempeRide Transportation
Industry Leisure, Travel & Tourism
Experience
SempeRide Transportation October 2013 - Present
Jericho Project January 2013 - May 2014
Jericho Project - Provides housing and employment assistance to homeless veterans December 2011 - May 2014
United States Marine Corps May 1988 - June 2011
WellPoint, Inc.- Largest private health care insurance provider February 2000 - May 2010
Salomon Smith Barney, Inc May 1990 - November 1998
Skills
Military, Management, Security Clearance, Program Management, Operational Planning, Team Building, Government, DoD, Operations Management, Leadership Development, Quality Assurance, Software Documentation, Policy, Strategic Planning, Security, Transportation...
Education
University of Phoenix 2009 — 2011
Bachelor Science of Management, Management
University of Phoenix 2007 — 2009
AAGS, General Studies
New York University 2004 — 2005
Facilities Management Certificate, Facilities Management
New York University 2000 — 2001
Project Management Certificate, Project Management
SempeRide Transportation October 2013 - Present
Jericho Project January 2013 - May 2014
Jericho Project - Provides housing and employment assistance to homeless veterans December 2011 - May 2014
United States Marine Corps May 1988 - June 2011
WellPoint, Inc.- Largest private health care insurance provider February 2000 - May 2010
Salomon Smith Barney, Inc May 1990 - November 1998
Skills
Military, Management, Security Clearance, Program Management, Operational Planning, Team Building, Government, DoD, Operations Management, Leadership Development, Quality Assurance, Software Documentation, Policy, Strategic Planning, Security, Transportation...
Education
University of Phoenix 2009 — 2011
Bachelor Science of Management, Management
University of Phoenix 2007 — 2009
AAGS, General Studies
New York University 2004 — 2005
Facilities Management Certificate, Facilities Management
New York University 2000 — 2001
Project Management Certificate, Project Management
Bauckhage, Christoph Bauckhage, Christoph's Salomon Smith Barney Inc. Experience May 2000 - September 2000
Job Vice President of Global Sales at Laird
Industry Medical Devices
Experience
Laird January 2014 - Present
LYTRON INC. October 2005 - January 2014
IMPERICAL CHEMICAL INDUSTRIES February 2004 - July 2005
IMPERICAL CHEMICAL INDUSTRIES November 2002 - January 2004
SALOMON SMITH BARNEY Inc. May 2000 - September 2000
MERRILL LYNCH WEALTH MANAGEMENT June 1999 - September 1999
MANNESMANN REXROTH July 1998 - August 1998
MANAGEMENT CONSULTING KRETSCHMER January 1998 - February 1998
LEXMARK July 1997 - August 1997
Skills
MS Excel, MS Word, MS PowerPoint, MS Project, MS Visio, MS Outlook, Various Lotus..., MS Access, Various Multimedia..., Oracle Applications, SAP R/3, BPCS, C & C++, Java, Oracle SQL, Salesforce.com, ACT, Goldmine, WebDocs, QuoteWerks, Visual Basic, Windows, Mac OS X, Linux, Unix
Education
European Business School Oestrich-Winkel 2000 — 2001
Master of Business Administration (MBA)
James Madison University 1999 — 2000
Bachelor of Science (B.S.)
European Business School Oestrich-Winkel 1997 — 1999
Bachelor of Business Administration (B.B.A.)
Laird January 2014 - Present
LYTRON INC. October 2005 - January 2014
IMPERICAL CHEMICAL INDUSTRIES February 2004 - July 2005
IMPERICAL CHEMICAL INDUSTRIES November 2002 - January 2004
SALOMON SMITH BARNEY Inc. May 2000 - September 2000
MERRILL LYNCH WEALTH MANAGEMENT June 1999 - September 1999
MANNESMANN REXROTH July 1998 - August 1998
MANAGEMENT CONSULTING KRETSCHMER January 1998 - February 1998
LEXMARK July 1997 - August 1997
Skills
MS Excel, MS Word, MS PowerPoint, MS Project, MS Visio, MS Outlook, Various Lotus..., MS Access, Various Multimedia..., Oracle Applications, SAP R/3, BPCS, C & C++, Java, Oracle SQL, Salesforce.com, ACT, Goldmine, WebDocs, QuoteWerks, Visual Basic, Windows, Mac OS X, Linux, Unix
Education
European Business School Oestrich-Winkel 2000 — 2001
Master of Business Administration (MBA)
James Madison University 1999 — 2000
Bachelor of Science (B.S.)
European Business School Oestrich-Winkel 1997 — 1999
Bachelor of Business Administration (B.B.A.)
Brad Balow Brad Balow's Salomon Smith Barney Inc. Experience January 1998 - January 1999
Job Trusted Advisor to Small Business Owners
Industry Financial Services
Experience
Balow & Company LLC July 2009 - Present
Colonial Life & Accident Insurance Co. October 2013 - Present
New York Life Insurance Company January 2013 - October 2013
Focus LLC August 2005 - July 2009
Balow & Company LLC January 2001 - January 2005
LON, Inc June 2001 - June 2004
Citigroup July 1984 - June 2000
SALOMON SMITH BARNEY, INC January 1998 - January 1999
CITIGROUP, INC January 1994 - January 1999
Citicorp January 1997 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Valuation, Financial Modeling, Start-ups, Strategy, Mergers, Strategic Planning, Investment Banking, Private Equity, Entrepreneurship, Corporate Development, Divestitures, Due Diligence, Equities, Financial Structuring, Corporate Finance, Insurance, Employee Benefits
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
University of Michigan 1975 — 1979
B.S, Industrial Engineering
Balow & Company LLC July 2009 - Present
Colonial Life & Accident Insurance Co. October 2013 - Present
New York Life Insurance Company January 2013 - October 2013
Focus LLC August 2005 - July 2009
Balow & Company LLC January 2001 - January 2005
LON, Inc June 2001 - June 2004
Citigroup July 1984 - June 2000
SALOMON SMITH BARNEY, INC January 1998 - January 1999
CITIGROUP, INC January 1994 - January 1999
Citicorp January 1997 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Valuation, Financial Modeling, Start-ups, Strategy, Mergers, Strategic Planning, Investment Banking, Private Equity, Entrepreneurship, Corporate Development, Divestitures, Due Diligence, Equities, Financial Structuring, Corporate Finance, Insurance, Employee Benefits
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
Master of Business Administration (M.B.A.), Finance
University of Michigan 1975 — 1979
B.S, Industrial Engineering
David E. Solomon's Salomon Smith Barney Inc. Experience July 1996 - September 1998
Job Partner/CEO at Orangehalo
Industry Marketing and Advertising
Experience
OrangeHalo, LLC September 2001 - Present
GagWear, Inc October 1998 - September 2001
Salomon Smith Barney, Inc July 1996 - September 1998
Skills
Contract Negotiation, E-commerce, Business Development, Financial Modeling, Management, Marketing Strategy, Entrepreneurship, Start-ups, Customer Service, Social Media Marketing, Mergers & Acquisitions, Marketing, Leadership, Operations Management, Process Improvement, Strategy, Business Strategy, Financial Analysis, New Business Development, Strategic Planning, Finance, Strategic Partnerships, Market Research, Competitive Analysis, Management Consulting, Business Planning, Product Management, Online Marketing, Product Marketing, B2B, Order Fulfillment
Education
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration, Finance
OrangeHalo, LLC September 2001 - Present
GagWear, Inc October 1998 - September 2001
Salomon Smith Barney, Inc July 1996 - September 1998
Skills
Contract Negotiation, E-commerce, Business Development, Financial Modeling, Management, Marketing Strategy, Entrepreneurship, Start-ups, Customer Service, Social Media Marketing, Mergers & Acquisitions, Marketing, Leadership, Operations Management, Process Improvement, Strategy, Business Strategy, Financial Analysis, New Business Development, Strategic Planning, Finance, Strategic Partnerships, Market Research, Competitive Analysis, Management Consulting, Business Planning, Product Management, Online Marketing, Product Marketing, B2B, Order Fulfillment
Education
Emory University - Goizueta Business School 1992 — 1996
Bachelor of Business Administration, Finance
Joseph Bonelli Joseph Bonelli's Salomon Smith Barney Inc. Experience 1996 - 2001
Job Financial Services Technology Executive
Industry Information Technology and Services
Experience
JPMorgan Chase 2011 - Present
Citigroup, Inc. 2006 - 2010
Citi 2001 - 2006
Salomon Smith Barney, Inc. 1996 - 2001
JP Morgan, Inc. 1987 - 1996
Asbach Consulting, Inc. 1986 - 1987
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Computer Information Systems
JPMorgan Chase 2011 - Present
Citigroup, Inc. 2006 - 2010
Citi 2001 - 2006
Salomon Smith Barney, Inc. 1996 - 2001
JP Morgan, Inc. 1987 - 1996
Asbach Consulting, Inc. 1986 - 1987
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
MBA, Finance
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Computer Information Systems
Guy Marston Guy Marston's Salomon Smith Barney Inc. Experience August 2000 - July 2001
Job Notary Public at Marstons' Mobile Notary Services
Industry Banking
Experience
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM May 2011 - Present
Marstons' Mobile Notary Services February 2011 - Present
BLW Insurance Agency, Inc-Allstate Insurance Company August 2007 - December 2010
CITIBANK, N.A August 2001 - July 2007
SALOMON SMITH BARNEY INC August 2000 - July 2001
PENSCO PENSION SERVICES March 1999 - April 2000
VALIC March 1997 - March 1999
Bank of California/Union Bank October 1993 - March 1997
Merrills Drugs store August 1983 - October 1993
Skills
Claim, Professional Liability, Commercial Lines, Risk Management, Claims Management, Long-term Care, Retirement Planning, Universal Life, Customer Service, Retirement, Data Entry, Marketing
Education
City College of San Francisco 1985 — 1988
General Studies
St. Paul's High School, Karachi- Pakistan 1971 — 1978
High School Diploma
SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM May 2011 - Present
Marstons' Mobile Notary Services February 2011 - Present
BLW Insurance Agency, Inc-Allstate Insurance Company August 2007 - December 2010
CITIBANK, N.A August 2001 - July 2007
SALOMON SMITH BARNEY INC August 2000 - July 2001
PENSCO PENSION SERVICES March 1999 - April 2000
VALIC March 1997 - March 1999
Bank of California/Union Bank October 1993 - March 1997
Merrills Drugs store August 1983 - October 1993
Skills
Claim, Professional Liability, Commercial Lines, Risk Management, Claims Management, Long-term Care, Retirement Planning, Universal Life, Customer Service, Retirement, Data Entry, Marketing
Education
City College of San Francisco 1985 — 1988
General Studies
St. Paul's High School, Karachi- Pakistan 1971 — 1978
High School Diploma
Emmanuel Tesone's Salomon Smith Barney Inc. Experience July 1999 - December 2001
Job ECommerce Investor & Operator
Industry Internet
Experience
Vertana Group LLC May 2012 - Present
354 Partners LLC January 2011 - Present
GCP Capital Partners September 2005 - March 2011
The Heubach Group December 2001 - June 2003
Salomon Smith Barney, Inc. July 1999 - December 2001
Skills
Private Equity, Investments, Management, Corporate Development, Venture Capital, E-commerce, Leveraged Finance, Foreign Languages, M&A experience, M&A due diligence, Start-ups, Strategy, Due Diligence, Mergers & Acquisitions, Investment Banking, Emerging Markets, Finance
Education
Harvard Business School 2003 — 2005
MBA
University of Virginia 1995 — 1999
B.S.
Vertana Group LLC May 2012 - Present
354 Partners LLC January 2011 - Present
GCP Capital Partners September 2005 - March 2011
The Heubach Group December 2001 - June 2003
Salomon Smith Barney, Inc. July 1999 - December 2001
Skills
Private Equity, Investments, Management, Corporate Development, Venture Capital, E-commerce, Leveraged Finance, Foreign Languages, M&A experience, M&A due diligence, Start-ups, Strategy, Due Diligence, Mergers & Acquisitions, Investment Banking, Emerging Markets, Finance
Education
Harvard Business School 2003 — 2005
MBA
University of Virginia 1995 — 1999
B.S.
Naisha Mack's Salomon Smith Barney Inc. Experience July 2000 - September 2000
Job
Industry Computer Software
Experience
EFT Middleware April 2015 - Present
Global Blue April 2013 - April 2015
Global Blue May 2011 - April 2013
Monness, Crespi, Hardt 2007 - 2011
Nirvana Solutions January 2010 - September 2010
Advent Software January 2007 - May 2008
Citigroup Corporate Investment Bank July 2006 - November 2006
Cadwalader, Wickersham & Taft LLP March 2004 - June 2006
Drexel University December 2000 - March 2003
Salomon Smith Barney Inc July 2000 - September 2000
Skills
Integration, XML, Finance, CRM, Training, Software Documentation, Microsoft Office, Project Management, Payment Systems, Payment Card Processing, Business Process, Product Management, Software Implementation, HTML, Consulting, Databases, Software Project..., Technical Documentation, Technical Support, Payments, Payment Industry, Database Administration, Process Improvement, Project Planning, Strategy, Business Development, Portfolio Management, SharePoint, Business Analysis, Financial Services, Analysis, Management, SQL, Business Intelligence, Requirements Gathering, Vendor Management, Requirements Analysis, Electronic Payments, Business Process..., Visio, Risk Management, Relationship Management, IT Strategy, Mobile Payments, Professional Services, Credit Cards, Leadership, SaaS, Enterprise Software
Education
Drexel University 2000 — 2005
EFT Middleware April 2015 - Present
Global Blue April 2013 - April 2015
Global Blue May 2011 - April 2013
Monness, Crespi, Hardt 2007 - 2011
Nirvana Solutions January 2010 - September 2010
Advent Software January 2007 - May 2008
Citigroup Corporate Investment Bank July 2006 - November 2006
Cadwalader, Wickersham & Taft LLP March 2004 - June 2006
Drexel University December 2000 - March 2003
Salomon Smith Barney Inc July 2000 - September 2000
Skills
Integration, XML, Finance, CRM, Training, Software Documentation, Microsoft Office, Project Management, Payment Systems, Payment Card Processing, Business Process, Product Management, Software Implementation, HTML, Consulting, Databases, Software Project..., Technical Documentation, Technical Support, Payments, Payment Industry, Database Administration, Process Improvement, Project Planning, Strategy, Business Development, Portfolio Management, SharePoint, Business Analysis, Financial Services, Analysis, Management, SQL, Business Intelligence, Requirements Gathering, Vendor Management, Requirements Analysis, Electronic Payments, Business Process..., Visio, Risk Management, Relationship Management, IT Strategy, Mobile Payments, Professional Services, Credit Cards, Leadership, SaaS, Enterprise Software
Education
Drexel University 2000 — 2005
John MacNeil's Salomon Smith Barney Inc. Experience August 1995 - March 1999
Job Managing Director Technology and Renewables
Industry Financial Services
Experience
ACI Projects LLC June 2011 - Present
Altacap March 2009 - Present
Phineus Partners November 2008 - Present
Schroders March 1999 - November 2008
SALOMON SMITH BARNEY INC August 1995 - March 1999
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Portfolio Management, Investment Banking, Equity Research, Valuation, Fixed Income, Financial Modeling
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
The University of Connecticut 1979 — 1982
Bachelor of Science (BS)
ACI Projects LLC June 2011 - Present
Altacap March 2009 - Present
Phineus Partners November 2008 - Present
Schroders March 1999 - November 2008
SALOMON SMITH BARNEY INC August 1995 - March 1999
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Private Equity, Portfolio Management, Investment Banking, Equity Research, Valuation, Fixed Income, Financial Modeling
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA)
The University of Connecticut 1979 — 1982
Bachelor of Science (BS)
Jean Pavek Jean Pavek's Salomon Smith Barney Inc. Experience October 2002 - December 2004
Job V.P., Chief Compliance Officer at Biondo Investment Advisors
Industry Financial Services
Experience
Biondo Investment Advisors December 2004 - Present
Salomon Smith Barney, Inc. October 2002 - December 2004
Salomon Smith Barney July 1993 - October 2002
Shearson Lehman Brothers April 1982 - July 1993
Skills
Mutual Funds, Alternative Investments, Equities, Capital Markets, Investment Advisory, Investment Strategies, Asset Management, Series 24, Trading, Series 7, Investments, Investment Management, Wealth Management
Education
Skidmore College
Biondo Investment Advisors December 2004 - Present
Salomon Smith Barney, Inc. October 2002 - December 2004
Salomon Smith Barney July 1993 - October 2002
Shearson Lehman Brothers April 1982 - July 1993
Skills
Mutual Funds, Alternative Investments, Equities, Capital Markets, Investment Advisory, Investment Strategies, Asset Management, Series 24, Trading, Series 7, Investments, Investment Management, Wealth Management
Education
Skidmore College
Matt Dveirin Matt Dveirin's Salomon Smith Barney Inc. Experience 1997 - 2000
Job Tekne Capital Management
Industry Investment Management
Experience
Tekne Capital Management LLC 2014 - 2015
Clovis Capital Management L.P. 2006 - 2012
J.P. Morgan Partners, LLC 2000 - 2006
Salomon Smith Barney Inc. 1997 - 2000
Skills
Hedge Funds, Private Equity, Special Situations, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Management, Finance, Equities, Venture Capital, Investment Banking, Investments, Asset Management, Alternative Investments, Bloomberg, Equity Research, Capital
Education
Harvard Business School 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
Vanderbilt University
Bachelor of Arts, Economics
Tekne Capital Management LLC 2014 - 2015
Clovis Capital Management L.P. 2006 - 2012
J.P. Morgan Partners, LLC 2000 - 2006
Salomon Smith Barney Inc. 1997 - 2000
Skills
Hedge Funds, Private Equity, Special Situations, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Management, Finance, Equities, Venture Capital, Investment Banking, Investments, Asset Management, Alternative Investments, Bloomberg, Equity Research, Capital
Education
Harvard Business School 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
Vanderbilt University
Bachelor of Arts, Economics
Joe DePaolo's Salomon Smith Barney Inc. Experience 1999 - 2000
Job Associate General Counsel, Chief Legal Officer of S&P Dow Jones Indices
Industry Information Technology and Services
Experience
McGraw Hill Financial April 2015 - Present
Standard & Poor's 2000 - Present
Salomon Smith Barney Inc. 1999 - 2000
Skills
Capital Markets, Capital IQ, Fixed Income, Contract Negotiation, S&P, Intellectual Property, Legal Issues, Securities, Structured Finance, Equities, Market Data, Bloomberg, Hedge Funds, Financial Markets, Bonds, Derivatives, Financial Services, Management
Education
Brooklyn Law School
JD
Gettysburg College
BA, Economics
McGraw Hill Financial April 2015 - Present
Standard & Poor's 2000 - Present
Salomon Smith Barney Inc. 1999 - 2000
Skills
Capital Markets, Capital IQ, Fixed Income, Contract Negotiation, S&P, Intellectual Property, Legal Issues, Securities, Structured Finance, Equities, Market Data, Bloomberg, Hedge Funds, Financial Markets, Bonds, Derivatives, Financial Services, Management
Education
Brooklyn Law School
JD
Gettysburg College
BA, Economics
Nilay Parikh's Salomon Smith Barney Inc. Experience 2001 - 2006
Job US RRI Program Delivery Manager, SVP at Citigroup Inc.
Industry Financial Services
Experience
Citigroup Inc. March 2015 - Present
Citi June 2014 - March 2015
Citi April 2010 - June 2014
Citi Group April 2006 - 2010
Salomon Smith Barney, Inc. 2001 - 2006
Salomon Brothers 1994 - 2001
Skills
Vendor Management, Program Management, PMP, Risk Management, Budgeting, Resource Management, SDLC, Project Portfolio..., Business Analysis, Agile Methodologies, Project Management, Integration, Process Improvement, MS Project, Microsoft Project, Software Project...
Education
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1998
MBA, Finance, General
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1993
MSEE - Electrical Engineering, Computer Software Engineering
Gujarat University 1987 — 1991
BSEE - BS in Electrical Engineering, Instrumentation and Control
St. Xavier's, Amdavad, India
Electrical and Electronics Engineering
Citigroup Inc. March 2015 - Present
Citi June 2014 - March 2015
Citi April 2010 - June 2014
Citi Group April 2006 - 2010
Salomon Smith Barney, Inc. 2001 - 2006
Salomon Brothers 1994 - 2001
Skills
Vendor Management, Program Management, PMP, Risk Management, Budgeting, Resource Management, SDLC, Project Portfolio..., Business Analysis, Agile Methodologies, Project Management, Integration, Process Improvement, MS Project, Microsoft Project, Software Project...
Education
Fairleigh Dickinson University-Metropolitan Campus 1993 — 1998
MBA, Finance, General
Fairleigh Dickinson University-Metropolitan Campus 1991 — 1993
MSEE - Electrical Engineering, Computer Software Engineering
Gujarat University 1987 — 1991
BSEE - BS in Electrical Engineering, Instrumentation and Control
St. Xavier's, Amdavad, India
Electrical and Electronics Engineering
Susan Boyle's Salomon Smith Barney Inc. Experience April 1997 - September 1998
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2010 - January 2013
Citigroup June 2000 - May 2010
ROCKLAND COUNTY HEALTH DEPARTMENT October 1998 - June 2000
SALOMON SMITH BARNEY INC. April 1997 - September 1998
GRUNTAL & CO, INC November 1996 - April 1997
SMITH BARNEY SHEARSON INC., NEW YORK, NY December 1989 - November 1996
Skills
Banking, Risk Management, Finance, Financial Analysis, Trading, Fixed Income, Valuation, Securities, Accounting, Financial Services, Equities, Auditing, Financial Reporting, Financial Risk, Hedge Funds
Education
City University of New York-Hunter College 1990 — 1995
M.S., Elementary Education
New York University - Leonard N. Stern School of Business 1982 — 1986
B.S., Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley May 2010 - January 2013
Citigroup June 2000 - May 2010
ROCKLAND COUNTY HEALTH DEPARTMENT October 1998 - June 2000
SALOMON SMITH BARNEY INC. April 1997 - September 1998
GRUNTAL & CO, INC November 1996 - April 1997
SMITH BARNEY SHEARSON INC., NEW YORK, NY December 1989 - November 1996
Skills
Banking, Risk Management, Finance, Financial Analysis, Trading, Fixed Income, Valuation, Securities, Accounting, Financial Services, Equities, Auditing, Financial Reporting, Financial Risk, Hedge Funds
Education
City University of New York-Hunter College 1990 — 1995
M.S., Elementary Education
New York University - Leonard N. Stern School of Business 1982 — 1986
B.S., Accounting
Adrianne Pete's Salomon Smith Barney Inc. Experience October 1999 - July 2000
Job Bakery Team Member at Whole Foods Market
Industry Insurance
Experience
Whole Foods Market March 2015 - Present
United Services Automobile Association January 2013 - July 2014
DISABILITY DETERMINATION SERVICES September 2010 - January 2013
Allstate Insurance September 2005 - August 2010
Clark Farley Insurance Agency February 2004 - September 2005
Nationwide Insurance December 2000 - January 2004
Salomon Smith Barney, Inc October 1999 - July 2000
Education
Johnson & Wales University 2014 — 2015
Associate's Degree
Syracuse University 1995 — 1999
Bachelor's Degree
Our Saviour Lutheran High School 1991 — 1995
High School
Whole Foods Market March 2015 - Present
United Services Automobile Association January 2013 - July 2014
DISABILITY DETERMINATION SERVICES September 2010 - January 2013
Allstate Insurance September 2005 - August 2010
Clark Farley Insurance Agency February 2004 - September 2005
Nationwide Insurance December 2000 - January 2004
Salomon Smith Barney, Inc October 1999 - July 2000
Education
Johnson & Wales University 2014 — 2015
Associate's Degree
Syracuse University 1995 — 1999
Bachelor's Degree
Our Saviour Lutheran High School 1991 — 1995
High School
Parnel Maurice's Salomon Smith Barney Inc. Experience March 1997 - February 1999
Job at Citigroup
Industry Financial Services
Experience
Citigroup Vice PresidentCitigroup - Smith BarneyFebruary 1999 - March 2009
Salomon Smith Barney, Inc. March 1997 - February 1999
Smith Barney Shearson, Inc. February 1995 - March 1997
Shearson Lehman Brothers, Inc. November 1993 - February 1995
Shearson Lehman Brothers, Inc. January 1985 - November 1993
Kulite Semiconductor Products, Inc. May 1980 - January 1985
Skills
Operations Management, Process Change, Strategic Thinking, Customer Relationships, Customer Service, Training & Motivation, Productivity Improvement, Account Management, Negotiation, Relationship Management, Customer Satisfaction, MS Suite (Excel, Word,..., Strategic Planning, Contract Negotiation, Electronics, Semiconductors, Circuits Design, Management, CRM, Product Management, Program Management, Risk Management, Team Leadership, Process Improvement, Cross-functional Team..., Business Analysis, Business Development, Strategy, Analysis, Business Process..., Project Management, Start-ups, Financial Services, Banking, Leadership, Mergers & Acquisitions, SDLC, Change Management, Financial Analysis
Education
New York Institute of Technology 1991 — 1995
Bachelor's degree, Bachelor of Science
Stevens Institute of Technology - Hoboken, NJ 1978 — 1980
Electrical Engineering
Lincoln High School - Jersey City, NJ 1974 — 1978
Citigroup Vice PresidentCitigroup - Smith BarneyFebruary 1999 - March 2009
Salomon Smith Barney, Inc. March 1997 - February 1999
Smith Barney Shearson, Inc. February 1995 - March 1997
Shearson Lehman Brothers, Inc. November 1993 - February 1995
Shearson Lehman Brothers, Inc. January 1985 - November 1993
Kulite Semiconductor Products, Inc. May 1980 - January 1985
Skills
Operations Management, Process Change, Strategic Thinking, Customer Relationships, Customer Service, Training & Motivation, Productivity Improvement, Account Management, Negotiation, Relationship Management, Customer Satisfaction, MS Suite (Excel, Word,..., Strategic Planning, Contract Negotiation, Electronics, Semiconductors, Circuits Design, Management, CRM, Product Management, Program Management, Risk Management, Team Leadership, Process Improvement, Cross-functional Team..., Business Analysis, Business Development, Strategy, Analysis, Business Process..., Project Management, Start-ups, Financial Services, Banking, Leadership, Mergers & Acquisitions, SDLC, Change Management, Financial Analysis
Education
New York Institute of Technology 1991 — 1995
Bachelor's degree, Bachelor of Science
Stevens Institute of Technology - Hoboken, NJ 1978 — 1980
Electrical Engineering
Lincoln High School - Jersey City, NJ 1974 — 1978
Robinson Grullon's Salomon Smith Barney Inc. Experience November 1999 - January 2004
Job software Enigneer at Morgan Stanley Dean Witter
Industry Financial Services
Experience
Morgan Stanley Dean Witter November 2008 - Present
Morgan Stanley 2008 - Present
Morgan Stanley November 2007 - January 2012
Standard And Poor's November 1999 - January 2004
Salomon Smith Barney inc November 1999 - January 2004
STREET SOFTWARE TECHNOLOGY July 1997 - November 1999
SUNY AT November 1996 - July 1997
Skills
Sybase, J2EE, Reference Data, Unix, Java, XML, SQL, Data Modeling, Fixed Income
Education
New York University - Polytechnic School of Engineering
Master Degree, Computer Science
University at Albany, SUNY
Bachelor Degree, Mathematics and Physics
Morgan Stanley Dean Witter November 2008 - Present
Morgan Stanley 2008 - Present
Morgan Stanley November 2007 - January 2012
Standard And Poor's November 1999 - January 2004
Salomon Smith Barney inc November 1999 - January 2004
STREET SOFTWARE TECHNOLOGY July 1997 - November 1999
SUNY AT November 1996 - July 1997
Skills
Sybase, J2EE, Reference Data, Unix, Java, XML, SQL, Data Modeling, Fixed Income
Education
New York University - Polytechnic School of Engineering
Master Degree, Computer Science
University at Albany, SUNY
Bachelor Degree, Mathematics and Physics
Kimberly Florcosky's Salomon Smith Barney Inc. Experience January 1993 - January 2001
Job Financial Professional
Industry Financial Services
Experience
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Private Harbour Investment Management 2013 - Present
TD Ameritrade January 2008 - January 2012
Key Investment Services January 2006 - January 2008
Charles Schwab & Co., Inc January 2002 - January 2004
Salomon Smith Barney, Inc January 1993 - January 2001
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Investments, Securities, Retirement Planning, Equities, Fixed Income, FINRA, Options, Retirement, Risk Management, Banking, Fixed Annuities
Education
Indiana Wesleyan University 2012 — 2013
Bachelor of Science (BS), General Studies Business
The American College 2011 — 2012
currently enrolled, Certified Financial Planner
Cuyahoga Community College
Associate of Arts and Sciences (AAS), Arts & Sciences
Cuyahoga Community College
Keir
Keir
Peter Moua's Salomon Smith Barney Inc. Experience June 1997 - April 1999
Job Sr. Manager, Stock Administration at BioMarin
Industry Human Resources
Experience
BioMarin October 2012 - Present
Cisco June 2010 - October 2010
Accenture Ltd March 2007 - August 2009
Stock & Option Solution ("SOS February 2007 - August 2009
Lucky Star Restaurant Group February 2005 - February 2007
Equinix, Inc February 2001 - February 2005
Tut Systems, Inc April 1999 - February 2001
Salomon Smith Barney, Inc June 1997 - April 1999
E*Trade Securities, Inc August 1996 - May 1997
Skills
Management, Cross-functional Team..., Process Improvement, Human Resources, Mergers & Acquisitions, Sarbanes-Oxley Act, Training, Financial Reporting, Account Reconciliation, Leadership, Microsoft Excel, Auditing
Education
San Jose State University 1995 — 1996
Master of Arts, Economics
University of California, Davis 1988 — 1993
Bachelor of Arts, Economics
BioMarin October 2012 - Present
Cisco June 2010 - October 2010
Accenture Ltd March 2007 - August 2009
Stock & Option Solution ("SOS February 2007 - August 2009
Lucky Star Restaurant Group February 2005 - February 2007
Equinix, Inc February 2001 - February 2005
Tut Systems, Inc April 1999 - February 2001
Salomon Smith Barney, Inc June 1997 - April 1999
E*Trade Securities, Inc August 1996 - May 1997
Skills
Management, Cross-functional Team..., Process Improvement, Human Resources, Mergers & Acquisitions, Sarbanes-Oxley Act, Training, Financial Reporting, Account Reconciliation, Leadership, Microsoft Excel, Auditing
Education
San Jose State University 1995 — 1996
Master of Arts, Economics
University of California, Davis 1988 — 1993
Bachelor of Arts, Economics
Andrew Levin's Salomon Smith Barney Inc. Experience May 2002 - September 2002
Job Head of Metals Trading at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group February 2015 - Present
Chicago Trading Company July 2012 - Present
Chicago Trading Company January 2009 - July 2012
Chicago Trading Company 2006 - 2008
Chicago Trading Company 2004 - 2006
Chicago Trading Company 2003 - 2004
Salomon Smith Barney, Inc May 2002 - September 2002
Skills
Trading, Options, Electronic Trading, Hedging, Risk Management, Risk, Market Making, Proprietary Trading, Derivatives, Trading Systems, Equity Derivatives, Volatility Arbitrage, Excel, Statistics, Series 7, Word, PowerPoint, Microsoft Office, Financial Risk, Microsoft Word, Portfolio Management, Investments, Securities, Hedge Funds, Equities, Bloomberg, Commodity, Trading Strategies, Financial Markets, Volatility, Capital Markets, FINRA, Commodity Markets, Options Strategies, ETFs, Finance, Equity Trading, Financial Modeling, Skydiving, Management, Alternative Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance/Accounting
University of Michigan Business School 1999 — 2003
Bachelor of Business Administration Emphases, Finance, Accounting, and Law/History/Communications
Highland Park High School 1995 — 1999
DRW Trading Group February 2015 - Present
Chicago Trading Company July 2012 - Present
Chicago Trading Company January 2009 - July 2012
Chicago Trading Company 2006 - 2008
Chicago Trading Company 2004 - 2006
Chicago Trading Company 2003 - 2004
Salomon Smith Barney, Inc May 2002 - September 2002
Skills
Trading, Options, Electronic Trading, Hedging, Risk Management, Risk, Market Making, Proprietary Trading, Derivatives, Trading Systems, Equity Derivatives, Volatility Arbitrage, Excel, Statistics, Series 7, Word, PowerPoint, Microsoft Office, Financial Risk, Microsoft Word, Portfolio Management, Investments, Securities, Hedge Funds, Equities, Bloomberg, Commodity, Trading Strategies, Financial Markets, Volatility, Capital Markets, FINRA, Commodity Markets, Options Strategies, ETFs, Finance, Equity Trading, Financial Modeling, Skydiving, Management, Alternative Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance/Accounting
University of Michigan Business School 1999 — 2003
Bachelor of Business Administration Emphases, Finance, Accounting, and Law/History/Communications
Highland Park High School 1995 — 1999
Andrew Kule's Salomon Smith Barney Inc. Experience 1998 - 2002
Job Senior Analyst at Mark Asset Management
Industry Investment Management
Experience
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
William Mercado's Salomon Smith Barney Inc. Experience January 2001 - January 2002
Job Conflicts Specialist at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2004 - Present
SALOMON SMITH BARNEY INC January 2001 - January 2002
CITIGROUP (Salomon Smith Barney Inc January 1995 - January 2002
CITICORP January 1995 - January 2001
GOLDMAN, SACHS & CO January 1988 - January 1995
Skills
Research, Records Management, Databases, Editing
Education
Hunter College, CUNY, New York, NY
BA, Political Science
Borough of Manhattan Community College
AA, Liberal Arts
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 2004 - Present
SALOMON SMITH BARNEY INC January 2001 - January 2002
CITIGROUP (Salomon Smith Barney Inc January 1995 - January 2002
CITICORP January 1995 - January 2001
GOLDMAN, SACHS & CO January 1988 - January 1995
Skills
Research, Records Management, Databases, Editing
Education
Hunter College, CUNY, New York, NY
BA, Political Science
Borough of Manhattan Community College
AA, Liberal Arts
Susan Kastin's Salomon Smith Barney Inc. Experience 1998 - 2000
Job SAHM
Industry Financial Services
Experience
JPMorgan Chase & Co. 2002 - 2008
Instinet Incorporated 2000 - 2002
Salomon Smith Barney Inc. 1998 - 2000
Salomon Brothers 1996 - 1998
Skills
Sales, Nonprofits, Financial Analysis, Business Analysis, Banking, Microsoft Excel, Process Improvement, Leadership, Management, Data Analysis
Education
Stonehill College 1986 — 1990
1990
JPMorgan Chase & Co. 2002 - 2008
Instinet Incorporated 2000 - 2002
Salomon Smith Barney Inc. 1998 - 2000
Salomon Brothers 1996 - 1998
Skills
Sales, Nonprofits, Financial Analysis, Business Analysis, Banking, Microsoft Excel, Process Improvement, Leadership, Management, Data Analysis
Education
Stonehill College 1986 — 1990
1990
Harold Yuen's Salomon Smith Barney Inc. Experience March 1998 - October 2000
Job Executive Director Associate General Counsel at UBS
Industry Financial Services
Experience
UBS March 2008 - Present
Stifel Financial Corp. (f/k/a Ryan Beck & Co.) December 2002 - February 2008
American Stock Exchange October 2000 - December 2002
Salomon Smith Barney, Inc. March 1998 - October 2000
PaineWebber Inc. May 1995 - March 1998
Education
New York Law School 1991 — 1994
Juris Doctor
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
UBS March 2008 - Present
Stifel Financial Corp. (f/k/a Ryan Beck & Co.) December 2002 - February 2008
American Stock Exchange October 2000 - December 2002
Salomon Smith Barney, Inc. March 1998 - October 2000
PaineWebber Inc. May 1995 - March 1998
Education
New York Law School 1991 — 1994
Juris Doctor
Baruch College 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Debra Weiss's Salomon Smith Barney Inc. Experience 1995 - 1999
Job CEO at Stealth Optical Mobile Technology StartUp
Industry Investment Banking
Experience
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Alex Friedman's Salomon Smith Barney Inc. Experience 1996 - 1999
Job Partner at Sugar Hill Capital Partners
Industry Real Estate
Experience
Sugar Hill Capital Partners 2009 - Present
Goldman Sachs 2007 - 2009
Bear Stearns 2006 - 2007
RBC 2003 - 2006
Ivy Asset Management 2002 - 2003
eDelights.com, Inc 1999 - 2001
Salomon Smith Barney, Inc. 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Maryland School of Law 1990 — 1993
Doctor of Law (JD)
The Johns Hopkins University 1986 — 1990
Bachelor of Arts (BA), Economics
Sugar Hill Capital Partners 2009 - Present
Goldman Sachs 2007 - 2009
Bear Stearns 2006 - 2007
RBC 2003 - 2006
Ivy Asset Management 2002 - 2003
eDelights.com, Inc 1999 - 2001
Salomon Smith Barney, Inc. 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Maryland School of Law 1990 — 1993
Doctor of Law (JD)
The Johns Hopkins University 1986 — 1990
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY