Shearson American Express

Industry: Investment banking company

Description

Lehman Brothers Holdings Inc. was a global financial services firm. Before filing for bankruptcy in 2008, Lehman was the fourth-largest investment bank in the United States, doing business in investment ... Ceased operations: 2008 Founded: 1850, Montgomery, AL Headquarters: New York City, NY Founders: Mayer Lehman, Henry Lehman, Emanuel Lehman Parent organizations: Lehman (Cayman Islands) Ltd, Lehman Brothers Holdings Subsidiaries: Trilantic Capital Partners,

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Shearson American Express Employees

Employee
Years
Job
Industry
Miguel Serrano-Arreche Miguel Serrano-Arreche Greater New York City Area Details
Miguel Serrano-Arreche's Shearson American Express Experience 1980 - 1984
Job
Industry Venture Capital & Private Equity
Experience
Shearson American Express   1980 - 1984

Education
University of Puerto Rico-Rio Piedras   1967 — 1971
Bachelor of Science (BS), Ecology, Evolution, Systematics, and Population Biology

Tony Pace Tony Pace Greater Atlanta Area Details
Tony Pace's Shearson American Express Experience May 1980 - April 1992
Job SE Regional Operations Centralization Manager for AT&T Digital Life Program
Industry Industrial Automation
Experience
AT&T Digital Life  February 2013 - Present
In Control Services   July 2012 - February 2013
Devcon Security  February 2011 - July 2012
Brinks Home Security  February 2003 - January 2011
A.G. Edwards   April 1992 - July 2002
Shearson American Express   May 1980 - April 1992

Skills
Alarm Systems, Sales Management, Cold Calling, Direct Sales, Sales Process, Access Control, Operations Management, Fire Alarm, Income Statement, CCTV

Education
University of New Hampshire

Diane Grieb, CFP Diane Grieb, CFP Houston, Texas Details
Diane Grieb, CFP's Shearson American Express Experience 1984 - 1985
Job Bookkeeper at Development Systems
Industry Financial Services
Experience
Development Systems   October 2012 - Present
Fidelity Investments  1984 - 1995
Shearson American Express   1984 - 1985

Skills
Mutual Funds, Investments, Bonds, Financial Analysis, Equities, Estate Planning, Finance, Budgets

Education
Texas A&M University   1979 — 1983
Bachelor of Business Administration (BBA), Business Management

Stratford High School

Barbara Joyiens Barbara Joyiens San Francisco Bay Area Details
Barbara Joyiens's Shearson American Express Experience January 1977 - January 1989
Job Real Estate Agent at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker  August 2013 - Present
International Villages & Cultural Pavilion of Maui, Inc.   2006 - 2013
Sega Amusements, Inc.   November 1994 - March 2004
Shearson American Express   January 1977 - January 1989

Skills
Customer Service, Contract Negotiation, P&L Responsibility, Non-profit Board..., Operations Management, Marketing Management, Sales Management, Budget Reconciliation, Competitive Analysis, Senior International..., Performance Management, Team Building, Team Leadership, Negotiation, Start-ups, Microsoft Office, Strategic Planning, Management, Marketing Strategy, New Business Development, Business Development, Strategic Partnerships, Entrepreneurship, Account Management, Selling, CRM, Real Estate, Salesforce.com, Lead Generation, Online Marketing, Sales Process, Executive Management, Condos, Listings, Buyer Representation, Short Sales, Investment Properties, Single Family Homes, Sales, Marketing, P&L Management

Education
Franklin & Marshall College   1971 — 1975
BA, English

Seton Hall University
Graduate Studies

University of London
BA, English Literature

Carlos Knoepffler jr Carlos Knoepffler jr Miami/Fort Lauderdale Area Details
Carlos Knoepffler jr's Shearson American Express Experience 1980 - 1985
Job President at Miami Coffee Importers Corp.
Industry Consumer Goods
Experience
Miami Coffee Importers Corp.   1989 - Present
Rowland Coffee Roasters / J.M. Smucker Co.   2009 - 2012
MIAMI COFFEE IMPORTERS CORP.   1989 - 2009
Volkhart Bros. N.Y.   1987 - 1989
Prudential Bache  1985 - 1987
Shearson American Express   1980 - 1985
ACLI COFFEE CO.   1978 - 1980

Skills
New Business Development, Strategic Planning, Sales Management, Negotiation, Marketing Strategy, Product Development, Food, Business Strategy, Retail, Contract Negotiation, FMCG, Consumer Products, Purchasing, Supply Chain Management, Marketing, Inventory Management, Cross-functional Team..., Fundraising, Business Planning, Management, Forecasting, Entrepreneurship, Income Statement, Pricing, Competitive Analysis, Sales Operations, Supply Chain, International Business, Key Account Development, Key Account Management, Logistics, P&L Management, Sales, Market Planning, Budgets, Strategy, Export, Coffee, P&L, Team Building, International Trade, National Accounts, B2B, Grocery, Food Industry

Education
Tulane University   1974 — 1978
Bachelor of Arts (B.A.), Economics/Political Science

Campion Jesuit Preparatory   1971 — 1974
College Preparatory

Colegio Centro America   1965 — 1971

Judy B. Jones Judy B. Jones Naples, Florida Area Details
Judy B. Jones's Shearson American Express Experience January 1981 - June 1985
Job Vice president, David M. Jones and Associates
Industry Insurance
Experience
David M. Jones and Associates Inc.   December 1999 - Present
Shearson American Express   January 1981 - June 1985

Skills
Management, Retirement Planning, Estate Planning, Life Insurance, Financial Advisory, Real Estate, Entrepreneurship, High Net Worth..., Investments, Strategic Financial..., Bonds, Fixed Annuities

Education
Middle Tennessee State University
Bachelor of Business Administration (B.B.A.)

Edward Bayarski,CFP®,ChFC®,AIF® Edward Bayarski,CFP®,ChFC®,AIF® Greater New York City Area Details
Edward Bayarski,CFP®,ChFC®,AIF®'s Shearson American Express Experience 1979 - 1983
Job President, Strategic Wealth Planning,Inc.
Industry Financial Services
Experience
Strategic Wealth Planning, Inc.   November 2006 - Present
Merrill Lynch  1984 - 1994
Shearson American Express   1979 - 1983

Education
Seton Hall University   1968 — 1972
BA, Economics

Stanley L Wesolek,CLU ChFC Stanley L Wesolek,CLU ChFC Livingston Manor, New York Details
Stanley L Wesolek,CLU ChFC's Shearson American Express Experience July 1983 - March 1986
Job Advisor at SLW Financial Services
Industry Financial Services
Experience
SLW Financial Services   January 2012 - December 2013
SLW Financial Services   April 1983 - December 2011
Shearson American Express   July 1983 - March 1986
Connecticut Mutual Life  July 1969 - July 1983

Skills
Retirement, Financial Services, Real Estate, Strategic Financial..., Estate Planning, Business Strategy, Strategic Planning, Portfolio Management, Mergers, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance

Education
Hofstra University   1963 — 1966
BBA, Accounting and Law, 3.95

Peter von Nessi, CSA-G Peter von Nessi, CSA-G Greater New York City Area Details
Peter von Nessi, CSA-G's Shearson American Express Experience 1980 - 1986
Job Managing Director at Normandy Group Inc
Industry Real Estate
Experience
Normandy Group Inc   April 1987 - Present
Shearson American Express   1980 - 1986
Lehman Brothers  November 1977 - January 1980
Merrill Lynch  June 1976 - November 1977

Skills
Real Estate, Securities Market, Stock Trading, Stock Picking, Stocks, Real Estate Transactions, Negotiation, Sellers, Real Estate Development, Investors, Property Management, Investment Properties, Commercial Real Estate, Project Management, Residential Homes, Sales Management, Real Estate Financing

Education
New York University   1969 — 1972

Syracuse University   1968 — 1969

Hofstra University
Commercial Real Estate Appraisal

Rutgers, The State University of New Jersey-Newark

Timothy Stuetz Timothy Stuetz Orange County, California Area Details
Timothy Stuetz's Shearson American Express Experience 1977 - 1980
Job Consciously Parenting on Om Times Radio
Industry Health, Wellness and Fitness
Experience
Consciously Parenting-Om Times Radio   December 2014 - Present
Transformations  June 1986 - Present
Transformations  1986 - Present
Shearson American Express   1977 - 1980
Deloitte  1973 - 1977

Skills
New Age Children's..., Holistic Health, Medical Intuitive, Healing, Reiki, Coaching, Public Speaking, Health, Mentoring, Writing, Accounting, Meditation, Energy Healing, Relaxation, Personal Development, Lifestyle Coaching, Wellness, Wellness Coaching, Nutrition, Alternative Medicine, Yoga, Fitness, Qigong, Stress Management, Wellbeing, Stress, Entrepreneurship, Pain Management, Therapeutic Massage, Bodywork, Fitness Training, Aromatherapy, Mindfulness, Strength Training, Self-esteem, Personal Training, Weight, Motivational Speaking, Chronic Illness

Education
California State University-Long Beach - College of Business Administration   1968 — 1973
Bachelors, Accounting

Lakewood Senior High School   1965 — 1968
Graduation with Honors, General

Colquett VanDyke Colquett VanDyke Greater Memphis Area Details
Colquett VanDyke's Shearson American Express Experience June 1979 - June 1981
Job Owner, Country Club Moving and Packing Inc
Industry Transportation/Trucking/Railroad
Experience
Country Club Moving and Packing Inc   March 1994 - Present
Shearson American Express   June 1979 - June 1981
US Navy  November 1973 - November 1976

Education
The University of Memphis
International Business/Trade/Commerce

Univerisity of Memphis

Mark Hackshaw Mark Hackshaw East Elmhurst, New York Details
Mark Hackshaw's Shearson American Express Experience August 1980 - August 1981
Job Computer Consultant
Industry Computer Software
Experience
NBCUniversal, Inc.   1989 - 2012
The Greater Allen Cathedral of New York  June 1992 - June 2010
MEH Consulting   March 1985 - 1990
DBMS Inc.  September 1984 - May 1986
Citibank  November 1982 - September 1984
ISO  August 1981 - November 1982
Shearson American Express   August 1980 - August 1981
IBM  June 1974 - August 1980
Iona College  January 1980 - June 1980

Skills
SQL, Software Development, Oracle, Databases, Windows, Business Analysis, ADSO, COBOL, IDMS, VSAM, Teradata, Acceptance Testing, Access, Data Modeling, Business Intelligence, Data Center, Integration, IT Strategy, Project Management, Software Project..., SDLC, Networking, Program Management, Requirements Analysis, Vendor Management

Education
Stony Brook University   1973 — 1974
Master of Science (MS), Computer Science

Hunter College   1971 — 1973
Bachelor of Science (BS), Medical Computer Science

Voorhees Technical Institute   1969 — 1971
Associate of Arts and Sciences (A.A.S.), Computer Science

Michele Arbogast Michele Arbogast Greater Atlanta Area Details
Michele Arbogast's Shearson American Express Experience June 1985 - October 1989
Job Vice President at Barclays Wealth & Investment Management in the Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management in the Americas   July 2013 - Present
USAA  April 2011 - May 2013
Women & Co./Citi   January 2007 - April 2011
Citi Smith Barney  January 2001 - December 2006
Smith Barney  March 1995 - January 2001
Smith Barney  June 1994 - March 1995
Merrill Lynch  October 1989 - June 1994
Shearson American Express   June 1985 - October 1989

Education
Dutchess Community College

Ellis Nash Ellis Nash Great Neck, New York Details
Ellis Nash's Shearson American Express Experience 1981 - 1982
Job Founder & CEO...Nash Global Media, LLC
Industry Public Relations and Communications
Experience
Nash Global Media, LLC   March 1989 - Present
MSO Capital, LLC   1985 - 1989
DuCameron & Wells   1982 - 1985
Shearson American Express   1981 - 1982
EF Hutton  1975 - 1981
Swiss General Assurance Co   1970 - 1974

Skills
Investor Relations, Venture Capital, Marketing Strategy, Marketing, Financial Markets, Marketing Communications, Trading, Entrepreneurship, Portfolio Management, Start-ups, Strategic Financial..., Mergers & Acquisitions, Investments, IPO, Finance, Treasury, Hedge Funds, Management, Financial Planning, Investment Management, Investor Relations..., Financial Relations

Education
Baruch College, City University of New York (CUNY)   1963 — 1975
BA, MBA, Ph.D., Financial & Investor Relations/Behavioral Finance

Baruch College   1963 — 1971
BBA, MBA, Ph.D., Finance/Investments/Behavioral Finance

Harold Kalkstein MBA MS Harold Kalkstein MBA MS New York, New York Details
Harold Kalkstein MBA MS's Shearson American Express Experience January 1981 - January 1984
Job PresidentBenefits Dynamics & Spa Risk Management
Industry Insurance
Experience
Benefits Dynamics and Spa Risk Management   January 1984 - Present
President- Benefits Dynamics and Spa Risk Management   January 1984 - Present
Lehman College  January 1990 - September 2010
Shearson American Express   January 1981 - January 1984

Skills
Benefits, P&C Insurance, Pension Investments, Relocation-Real Estate, Public Speaking, Negotiation

Education
Temple University - Fox School of Business and Management   1974 — 1980
MBA & MS, Business Management

Queens College   1968 — 1972
Bachelor of Arts, Psychology & Economics

Alan P. Richman Alan P. Richman Greater Philadelphia Area Details
Alan P. Richman's Shearson American Express Experience June 1982 - December 1983
Job President & CEO at InnoVative Capital LLC
Industry Banking
Experience
InnoVative Capital LLC   January 2001 - Present
The Vanguard Group  November 1997 - January 2000
T. Rowe Price Associates  February 1991 - November 1997
Credit Local de France   December 1987 - December 1990
The Tokai Bank   December 1985 - December 1987
Donaldson, Lufkin & Jenrette   December 1983 - December 1985
Shearson American Express   June 1982 - December 1983

Skills
FHA 242, Healthcare, Municipal, Public Finance, Community Hospitals, Debt, Capital Markets, Financial Analysis, Senior Living, Strategic Planning, USDA, Investments, Due Diligence, Risk Management, Credit, Financial Modeling, Public Speaking, Mergers, Municipalities, Banking, Bonds, Budgets, Executive Management, Finance, Financial Structuring, Healthcare Consulting, Healthcare Industry, Hospitals, Managerial Finance, Mergers, Seniors, Structured Finance, Strategic Financial..., Financial Planning, Loans

Education
State University of New York at Albany   1980 — 1982
MBA, Finance with a Public Finance specialty

State University of New York at Albany   1976 — 1980
BS, Economics

Beth F. Cutler Beth F. Cutler Greater New York City Area Details
Beth F. Cutler's Shearson American Express Experience June 1982 - June 1984
Job Cutler & Andrews Financial Group of Wells Fargo Advisors, LLC, Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors  September 2008 - Present
UBS Financial Services  December 2003 - September 2008
American International Group  June 1994 - December 2003
Morgan Stanley  June 1984 - June 1994
Shearson/ American Express  June 1982 - June 1984

Education
Mount Holyoke College   1978 — 1982
BA, English Literature

Paul D. Schreiber High School   1974 — 1978

Jay Donoghue Jay Donoghue Orange County, California Area Details
Jay Donoghue's Shearson American Express Experience 1988 - 1994
Job NonProfit Development/Major Gifts
Industry Nonprofit Organization Management
Experience
University of California, Irvine  2007 - 2012
A.G. Edwards   2003 - 2006
Merrill Lynch  1995 - 2002
Shearson American Express   1988 - 1994
Balcor American Express  1982 - 1987
Dean Witter Reynolds Inc.  1980 - 1981
Donoghue's Home Appliance Company   1977 - 1979
Surety Company of the Pacific  1973 - 1976
Los Angeles Unified School District  1971 - 1972
US Navy  1965 - 1966

Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning

Education
University of California, Los Angeles   1966 — 1970
Bachelor's Degree, Political Science

Tom Alison Tom Alison Greater Atlanta Area Details
Tom Alison's Shearson American Express Experience August 1972 - March 1983
Job Managing Director, CIMA® at J.P.Morgan Securities
Industry Investment Management
Experience
J.P. Morgan   May 2006 - Present
Wachovia Securities  May 1996 - May 2006
Paine Webber  March 1983 - May 1996
Shearson American Express   August 1972 - March 1983
Goodbody & Co.   January 1970 - August 1972

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation

Education
University of California, Santa Barbara   1963 — 1967
Bachelor of Science (B.S.), Economics/Corporate Finance

Vonna Husby Vonna Husby Fairbanks, Alaska Details
Vonna Husby's Shearson American Express Experience 1983 - 1985
Job Branch Manager at Raymond James Financial Services, Inc. and Owner, Vonna Husby & Assoc., LLC
Industry Financial Services
Experience
Vonna Husby and Associates, LLC/Raymond James Fin. Services, Inc.   July 2003 - Present
Morgan Stanley  1986 - May 2003
Shearson American Express   1983 - 1985
The Boeing Company  1968 - 1970

Skills
Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Wealth Management, Equities, Financial Advisory, Management, Finance, Securities, Strategic Financial..., Portfolio Management, Financial Services, Public Speaking, Fixed Annuities, Mortgage Lending, FINRA, Life Insurance, Series 63, Financial Analysis, Insurance, Term Life Insurance, Small Business, Asset Managment, Series 65, Uniform Combined State..., IRAs, 401k, Wealth Management..., Cash Management, Investment Strategies, Retirement, Hedge Funds, Risk Management, Relationship Management, Financial Planners, Series 6, Estate Planning, Asset Allocation, High Net Worth..., Series 24, 401k Rollovers, Alternative Investments, Commercial Banking, Financial Modeling, Bonds, Wealth, ETFs, Banking

Education
SECURITIES AND STATE LICENSES   1985 — 2010
Securities, Insurance/life and health, options, and commodities Licensed, Advanced Financial and Retirement, Commodities, and Insurance Course

American University   1999 — 1999
Estate Planning Course

University of Alaska Fairbanks   1982 — 1983
Associate Arts Degree, Liberal Arts and Sciences/Liberal Studies

Wichita State University   1966 — 1966
Accounting Course

Stephens College, Columbia, MO   1962 — 1964
AA, Liberal Arts

Paul Chiampa Paul Chiampa Springfield, Massachusetts Area Details
Paul Chiampa's Shearson American Express Experience 1982 - 1986
Job
Industry Financial Services
Experience
Raymond James Financial Inc.  November 2012 - September 2014
Morgan Stanley  January 2006 - October 2012
Morgan Stanley  2004 - 2006
Smith Barney  1995 - 2004
Shearson Lehman Brothers  1989 - 1995
Shearson Lehman Brothers  1988 - 1989
Shearson Lehman Brothers  1986 - 1988
Shearson American Express   1982 - 1986

Skills
Portfolio Management, Financial Planning, Branch Management

Education
University of Virginia Darden School of Business   1974 — 1976
Master of Business Administration (MBA), Finance

Harvard University   1967 — 1971
AB, Social Relations

Melrose High School   1963 — 1967
Diploma, College Prep

William Custer William Custer Columbus, Ohio Area Details
William Custer's Shearson American Express Experience January 1982 - January 1986
Job President & CEO, Custer Capital, Inc.
Industry Financial Services
Experience
Custer Capital, Inc.   1986 - Present
Shearson American Express   January 1982 - January 1986
Vercoe & Company   January 1975 - January 1982

Education
University of Southern California   1982 — 1984
Certified Financial Planner Degree, Finance and Accounting

Capital University   1977 — 1981
BS, Economics and Corporate Finance

Nicholas Cuneo Nicholas Cuneo Miami/Fort Lauderdale Area Details
Nicholas Cuneo's Shearson American Express Experience December 1986 - April 2002
Job FounderNational Recovery Foundation
Industry Nonprofit Organization Management
Experience
The Recovery Village  May 2013 - Present
National Recovery Foundation Corp   January 2009 - November 2012
Qtel Global Networks   2004 - June 2008
Shearson American Express   December 1986 - April 2002

Skills
Non-profits, Strategic Planning, Public Speaking, Fundraising, Program Management, Social Media, Start-ups, Marketing Strategy, Business Development, Negotiation, Nonprofits, Real Estate, Account Management, New Business Development, Social Networking, Social Media Marketing, Management, Marketing, Business Planning, Business Strategy, Small Business, Entrepreneurship, Strategic Partnerships, Sales, Strategy, Leadership Development, Public Relations, Leadership, Coaching, Team Building, Training, Online Marketing, Event Management

Education
Boston University   1979 — 1983

Howard Merkowitz Howard Merkowitz Greater Boston Area Details
Howard Merkowitz's Shearson American Express Experience June 1983 - June 1984
Job Deputy Comptroller at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts  October 2010 - Present
Commonwealth of Massachusetts - Department of Revenue  July 1996 - October 2010
Commonwealth of Massachusetts - Budget Bureau   June 1992 - July 1996
Commonwealth of Massachusetts - Budget Bureau   January 1990 - June 1992
Commonwealth of Massachusetts - Budget Bureau   January 1987 - January 1990
Grinker Associates   June 1986 - October 1986
Shearson American Express   June 1983 - June 1984
Rosenthal International Limited   January 1982 - June 1983

Skills
Forecasting, Analysis, Finance, Financial Reporting, Policy, Policy Analysis, Public Policy, Strategy, Program Management, Leadership, Strategic Planning

Education
Harvard University Kennedy School of Government   1984 — 1986
Master in Public Policy, Urban and Regional Economics, Public Finance

Oxford University   1979 — 1981
B.A., M.A., Philosophy, Politics, and Economics

University of Rochester   1975 — 1979
B.A., Economics, Political Science

Bronx High School of Science   1972 — 1975

Colleen Peters Colleen Peters Greater St. Louis Area Details
Colleen Peters's Shearson American Express Experience February 1983 - April 1988
Job Research Coordinator at Washington University School of Medicine
Industry Research
Experience
Washington University School of Medicine  October 2012 - Present
St. Francis Xavier College Church   2009 - Present
Washington University School of Medicine  August 2009 - October 2012
Washington University School of Medicine  December 2008 - December 2009
Hazelwood School District  August 2005 - June 2008
St. Louis Public Schools  August 1997 - June 2005
Shearson American Express   February 1983 - April 1988
The Pillsbury Company  March 1981 - December 1982
General Mills  August 1980 - March 1981

Skills
Program Development, Volunteer Management, Training, Program Management, Hospitals, Leadership, Program Evaluation, Healthcare, Management, Public Speaking

Education
Fontbonne University   2000 — 2001
M.A., Curriculum Design and Instruction

University of Missouri-Saint Louis   1995 — 1997
B.S., Education

St. Catherine University   1976 — 1980
B.A., English, Writing

James Verteramo James Verteramo Greater New York City Area Details
James Verteramo's Shearson American Express Experience November 1982 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
Citi  October 2008 - October 2013
MetLife  July 2007 - September 2008
Shearson American Express   November 1982 - April 2007

Skills
Create Fixed Income..., Investments, Financial Services, Trading, Finance, Bonds, Portfolio Management, Fixed Income, Bloomberg, Insurance, Series 63, Securities, FINRA, Wealth Management, Analytics, Series 7

Education
Kingsborough Community College   1972 — 1973
none, Psychology

Mr. Strebler Mr. Strebler Greater San Diego Area Details
Mr. Strebler's Shearson American Express Experience 1981 - 1984
Job Market Analyst, Writer at Dow Theory Letters
Industry Education Management
Experience
San Diego School of International Studies   1991 - Present
Dow Theory Letters   1974 - Present
Southwestern Community College District  1988 - 1996
National University  1989 - 1993
Shearson American Express   1981 - 1984
Drexel Burnham Lambert  1979 - 1981
Dean Witter Reynolds Inc.  1977 - 1979

Skills
Lesson Planning, Classroom, Curriculum Design, Curriculum Development, Research, Classroom Management, Higher Education, Market Analysis, Investments columnist, Newsletters, Surfboard manufacturing, Woodworking

Education
San Diego State University-California State University   1985 — 1989
Master of Arts (M.A.), American History (United States)

San Diego State University-California State University   1973 — 1989
Bachelor of Science (B.S.), Finance, General, Magna cum laude

Laura Kelly Laura Kelly Austin, Texas Area Details
Laura Kelly's Shearson American Express Experience 1982 - 1986
Job Pharmacist
Industry Medical Practice
Experience
Tarrytown Pharmacy  1986 - Present
Nau's Enfield Drug   1986 - Present
Shearson American Express   1982 - 1986
State of Texas  1980 - 1983
Tomlinson Interests   January 1977 - December 1979

Education
The University of Texas at Austin   1970 — 1974
pharmacy

John Lau John Lau Greater New York City Area Details
John Lau's Shearson American Express Experience 1980 - 1983
Job President at Appliedinfo Partners (D2TEAMSim)
Industry Information Technology and Services
Experience
Appliedinfo Partners  1990 - Present
Lautek   1983 - 1989
Shearson American Express   1980 - 1983
Citibank  1976 - 1980

Skills
Cross-functional Team..., Project Management, CMS, Process Improvement, Digital Marketing, Integrated Marketing, Management, Competitive Analysis, Interactive Marketing, Strategy, CRM, Program Management, Digital Media, Business Development, Databases, Online Advertising, Analysis, Product Management, Business Strategy, Strategic Planning, New Business Development, Enterprise Software, Requirements Analysis, Leadership, Training, Integration, Entrepreneurship, Strategic Partnerships, Budgets, Contract Negotiation, Executive Management, Management Consulting, Social Media, Vendor Management, Business Analysis, Proposal Writing

Education
Tuck School of Business at Dartmouth   2001 — 2001
Basic and Advanced Executive Business Certificate Programs, Strategy

Stony Brook University   1970 — 1973
MA, Physics

Stony Brook University   1966 — 1970
BS, Physics, with Honor

Anthony Purpero Anthony Purpero Santa Barbara, California Area Details
Anthony Purpero's Shearson American Express Experience January 1984 - January 1993
Job Senior Financial Advisor at Partnervest Financial Group LLC/Financial Planning Specialist/Partner
Industry Financial Services
Experience
Partnervest Financial Group, LLC  January 2005 - Present
Partnervest Advisory Services LLC   January 2005 - Present
Smith Barney Brokerage Firm  January 1993 - January 2005
Shearson American Express   January 1984 - January 1993
Shearson Lehman Hutton Ifg   January 1982 - January 1984
Partnervest Advisory Services LLC   January 1978 - January 1982

Skills
Securities, Insurance, Mutual Funds, Finance, Financial Services, Strategic Financial..., Retirement Planning, Series 7, Investments, Series 63, Asset Allocation, Investment Advisory, Wealth Management, ETFs, Series 6, Alternative Investments, Series 65

Education
Private Planning Services, New York, NY,
FPS Training and Designation Program, Financial Planning Specialst Designation

Cosulting Group Univesity, New York, NY
Senior Portfolio Management Diploma

Smith Barney Shearson
Portfolio Management Diploma

Chicago Board of Trade
Registered Commodity Representative Certificate

Southern Oregon University
Emphasis in Math, Finance, Biological Science

Southern Oregon University
Teaching Certificate

University of Utah
Bachelor of Science (B.S.)

Steven E. Scheinberg Steven E. Scheinberg Miami/Fort Lauderdale Area Details
Steven E. Scheinberg's Shearson American Express Experience 1977 - 1982
Job Managing Partner at Navigator Capital, LLC (Investment Banking)
Industry Investment Banking
Experience
Navigator Capital, LLC (Investment Banking)   2003 - Present
Cambridge Capital Holdings, LLC   1992 - 2002
Robert Sheridan & Partners   1989 - 1991
Shearson American Express   1977 - 1982

Education
University of Connecticut   1974 — 1976
MA, Economics

University of Connecticut   1969 — 1973
BA, Economics, Finance

Leonard Cofer Leonard Cofer Columbus, Ohio Area Details
Leonard Cofer's Shearson American Express Experience October 1980 - October 1983
Job Counselor at City of Columbus
Industry Government Administration
Experience
City of Columbus  October 2002 - Present
EXCELCULTURE.ORG   2001 - 2013
Shearson American Express   October 1980 - October 1983

Skills
Counseling, Community Outreach, Psychotherapy

Education
Ohio Dominican University   1975 — 1979
Bus. Adm., biz/sociology

St Paul's College   1969 — 1973
Bus. Adm., biz/sociology

Evelyn (Bunny) Iliff O'Dell, M.A. Evelyn (Bunny) Iliff O'Dell, M.A. Washington D.C. Metro Area Details
Evelyn (Bunny) Iliff O'Dell, M.A.'s Shearson American Express Experience May 1982 - September 1988
Job Bereavement Counselor
Industry Hospital & Health Care
Experience
Montgomery Hospice  July 2015 - Present
Hospice Of Frederick County   September 2008 - July 2015
Hood College  November 2012 - September 2014
Merrill Lynch  September 1988 - October 2009
Shearson American Express   May 1982 - September 1988
Garfinckel's  October 1978 - May 1982

Skills
Event Planning, Public Relations, Leadership, Leadership Development, Marketing, Strategic Planning, Speech Writing, Creative Writing, Public Speaking, Training and Mentoring, Individual/Business..., Non-Profit Board..., Grief Counseling, Non-profit Board..., Nonprofits, Community Outreach, Volunteer Management, Program Development, Fundraising, Grant Writing, Social Media Marketing, Social Media, Small Business, Marketing Communications, Psychology, Management, Workshop Facilitation, Research, Teaching, Training

Education
Hood College
Master of Arts (M.A.) Thanatology 2014, Thanatology (Grief, Bereavement, Death and Dying), 4.0 GPA

Hood College
Bachelor of Arts (B.A.) 2011, Psychology

Jim Carleton Jim Carleton Providence, Rhode Island Area Details
Jim Carleton's Shearson American Express Experience January 1985 - January 1990
Job Executive Director and Development Consultant
Industry Nonprofit Organization Management
Experience
Association of Migraine Disorders   October 2012 - Present
Khadarlis for Sierra Leone  January 2011 - July 2013
Solutions CEDARR   March 2008 - September 2010
Family Service of Rhode Island  March 2008 - August 2010
CODAC, Inc   April 1990 - November 2007
CODAC  April 1990 - November 2007
CLINICAL MANAGEMENT ASSOCIATES   January 1991 - January 1996
CODAC  January 1990 - January 1996
SHEARSON AMERICAN EXPRESS   January 1985 - January 1990
Salve Regina University  January 1978 - January 1985

Skills
Non-profits, Fundraising, Community Outreach, Social Services, Program Evaluation, Volunteer Management, Mental Health, Crisis Intervention, Community Development, Case Managment, Social Media, Psychology, Resource Development, Group Therapy, Event Planning, Conflict Resolution, Nonprofits, Case Management, Program Development

Education
Millersville University of Pennsylvania   1975 — 1976
Master, Psychology; Science

American International College   1970 — 1974
Bachelor of Arts, Psychology

Dr. Harold Ehrlich, CFA Dr. Harold Ehrlich, CFA Greater New York City Area Details
Dr. Harold Ehrlich, CFA's Shearson American Express Experience 1970 - 1986
Job Chairman at Ehrlich Associates, LLC
Industry Financial Services
Experience
Ehrlich Associates, LLC   March 1990 - Present
Primerica Corporation  1986 - 1990
Bernstein-Macaulay   October 1972 - December 1986
Shearson American Express   1970 - 1986
Carl M. Loeb Rhoades & Co.   1962 - 1968
Neuberger Berman  1960 - 1962
Barnard Baruch School of Business--City University   1958 - 1962
McDonnell & Company   1958 - 1960
Rutgers University  January 1955 - December 1957

Skills
Research, Strategic Planning, Public Speaking, Microsoft Office, Windows, Teaching, Investment Management, Apple Computer, Management, Financial Analysis, Business Strategy, Hedge Funds, Investments, Private Equity, Equities, Asset Management

Education
Rutgers University   1946 — 1956
BA, MS, Ph.D, Economics

London School of Economics and Political Science   1952 — 1954
Graduate studies toward Ph.D, Economics

Robert G. Salisbury, Jr. Robert G. Salisbury, Jr. Dallas, Texas Details
Robert G. Salisbury, Jr.'s Shearson American Express Experience 1983 - 1987
Job Owner, GardnerNolan LLC
Industry Investment Management
Experience
Gardner-Nolan LLC   2011 - Present
Smith Barney  2004 - 2009
Smith Barney  1995 - 2004
Smith Barney Shearson  1987 - 1995
Shearson American Express   1983 - 1987
IBM  1980 - 1983
IBM  1976 - 1980

Skills
Leadership, Alternative Investments, Asset Allocation, Management, Training, Marketing, Wealth Management, Investments, Investment Advisory, Mutual Funds, Asset Management

Education
Duke Fuqua School of Business   1978 — 1981
MBA, Finance

Duke University   1970 — 1974
B.A., Comparative Literature

Harvard Business School
Executive Education

Wharton Business School   1990 — 1992
Executive Education, Finance

Barry Julius Barry Julius Miami/Fort Lauderdale Area Details
Barry Julius's Shearson American Express Experience January 1982 - May 1985
Job
Industry Restaurants
Experience
Primecard   November 1997 - March 2014
WyzAnt Tutoring  March 2011 - November 2012
Shearson American Express   January 1982 - May 1985

Skills
Microsoft Office, Research, Public Speaking, Microsoft Excel, Microsoft Word, Teaching, English, Data Analysis, Customer Service, PowerPoint, Sales, Marketing, Advertising, Marketing Strategy, Social Media, Event Planning, Public Relations

Education
Florida International University - College of Business Administration   1978 — 1979
Bachelors, Finance

University of Florida   1975 — 1978
Bachelor of Business Administration (B.B.A.), Finance

Bryan Bachman Bryan Bachman Fogelsville, Pennsylvania Details
Bryan Bachman's Shearson American Express Experience January 1984 - February 1985
Job CONTRACTOR/PRESIDENT at BHB CONSTRUCTION
Industry Construction
Experience
BHB CONSTRUCTION   January 1995 - Present
SHEARSON AMERICAN EXPRESS   January 1984 - February 1985
CURTIS SCHNECK CONTRACTING   1976 - 1981

Skills
great plannner, excellent people person, good coordinator, great at visualizing..., Construction Management, Customer Service, Renovation, Construction, Contract Negotiation, Contract Management, Analysis, Microsoft Office, Budgets, PowerPoint, Microsoft Word, Microsoft Excel, Operations Management, Outlook, Public Speaking, Sales, Strategic Planning

Education
Moravian College   1976 — 1980
Bachelor of Arts (B.A.), Art/Art Studies, art history

PARKLAND HIGH SCHOOL   1973 — 1976
Bachelor's degree, Art/Art Studies, General

Amrat Shah Amrat Shah Greater New York City Area Details
Amrat Shah's Shearson American Express Experience January 1979 - December 1987
Job Manager at Surya Enterprize LLc
Industry Real Estate
Experience
Surya Enterprize LLc   August 1999 - Present
Colonial park motel Inc   December 1987 - December 1999
Shearson American Express   January 1979 - December 1987
Merrill Lynch  April 1976 - January 1979

Skills
Invesments and Business..., Investment Properties, Financial Modeling, Business Strategy, Investments, Asset Managment, Property Management, Project Management, Management Consulting, New Business Development, Real Estate Transactions, Portfolio Management, Selling, Investors

Education
University of New Haven   1969 — 1974
Master of Business Administration (M.B.A.), Finance, General

University of New Haven   1969 — 1974
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Bombay   1963 — 1967
Bachelor of Applied Science (BASc), Chemistry

Lydia Chiriac Lydia Chiriac Astoria, New York Details
Lydia Chiriac's Shearson American Express Experience 1986 - 1992
Job Billing and Compliance Auditor at Verisk Health
Industry Hospital & Health Care
Experience
Verisk Health  2011 - Present
SPINE ASSOCIATES   2003 - 2011
Mount Sinai Health System  2000 - 2003
HEAD & NECK SURGICAL GROUP   1996 - 2000
SHEARSON AMERICAN EXPRESS   1986 - 1992

Skills
Software Documentation, Outlook, PowerPoint, Access, Medical Terminology, System Administration, Administrative..., Administration, Data Analysis, Research, Nursing, Clinical Research

Education
NYU   1984 — 1986
Associate's degree, Computer Science

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