Shearson Lehman American Express
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Shearson Lehman American Express Employees
Employee
Years
Job
Industry
Lynne Pease Lynne Pease's Shearson Lehman American Express Experience April 1984 - June 1985
Job National Segment Marketing, Client Acquisition Strategy & Marketing Leader at Cigna
Industry Health, Wellness and Fitness
Experience
Cigna August 2014 - Present
Cigna May 2012 - August 2014
Cigna March 2007 - May 2012
Self-employed June 1997 - March 2007
Cigna Reinsurance June 1992 - June 1997
Cigna June 1987 - June 1992
Society for Savings Bancorp August 1985 - January 1987
Shearson Lehman American Express April 1984 - June 1985
Avon Books, The Hearst Corporation August 1980 - August 1983
Skills
Marketing Communications, Internal Communications, Writing, Public Speaking, Team Leadership, Organizational..., Social Media Marketing, Marketing, Program Management, Strategic Communications, Strategic Planning, Advertising, Public Relations, Marketing Strategy, Project Planning, Social Media, Account Management, Strategy
Education
Rensselaer Polytechnic Institute at Hartford 1988 — 1990
MBA, Marketing
Trinity College-Hartford 1976 — 1980
BA, English Language and Literature, General
Cigna August 2014 - Present
Cigna May 2012 - August 2014
Cigna March 2007 - May 2012
Self-employed June 1997 - March 2007
Cigna Reinsurance June 1992 - June 1997
Cigna June 1987 - June 1992
Society for Savings Bancorp August 1985 - January 1987
Shearson Lehman American Express April 1984 - June 1985
Avon Books, The Hearst Corporation August 1980 - August 1983
Skills
Marketing Communications, Internal Communications, Writing, Public Speaking, Team Leadership, Organizational..., Social Media Marketing, Marketing, Program Management, Strategic Communications, Strategic Planning, Advertising, Public Relations, Marketing Strategy, Project Planning, Social Media, Account Management, Strategy
Education
Rensselaer Polytechnic Institute at Hartford 1988 — 1990
MBA, Marketing
Trinity College-Hartford 1976 — 1980
BA, English Language and Literature, General
John Moulton John Moulton's Shearson Lehman American Express Experience October 1983 - January 1988
Job Portfolio Manager at Duncker Streett & Co,
Industry Internet
Experience
Duncker Streett & Co, May 1996 - Present
Fiduciary Asset Management / Maguire Investment Advisors September 1989 - May 1996
Sterling Capital Management January 1988 - September 1989
Shearson Lehman American Express October 1983 - January 1988
Newhard Cook & Co. August 1980 - October 1983
Skills
Portfolio Management, Asset Managment, Equities, Investments, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Equity Research
Education
University of Oregon
St. Lawrence University
St. Louis Country Day School
Duncker Streett & Co, May 1996 - Present
Fiduciary Asset Management / Maguire Investment Advisors September 1989 - May 1996
Sterling Capital Management January 1988 - September 1989
Shearson Lehman American Express October 1983 - January 1988
Newhard Cook & Co. August 1980 - October 1983
Skills
Portfolio Management, Asset Managment, Equities, Investments, Fixed Income, Asset Allocation, Investment Strategies, Investment Management, Equity Research
Education
University of Oregon
St. Lawrence University
St. Louis Country Day School
Craig Bernstein Craig Bernstein's Shearson Lehman American Express Experience April 1982 - June 1983
Job Business Development, Entrepreneur, Import/Export, Sales, Marketing, B2B
Industry Wholesale
Experience
The Write Connection, Inc. October 1985 - December 2013
Imperial Savings July 1983 - July 1985
Shearson Lehman American Express April 1982 - June 1983
Skills
Marketing, Business Development, Sales, Training, Negotiation, Finance, Cold Calling, Portfolio Management, Sales Management, New Business Development, Account Management, Sales Operations, Marketing Strategy, B2B, Direct Sales, Key Account Management
Education
Baruch College 1975 — 1979
Bachelor of Business Administration (B.B.A.), Finance & Economics
The Write Connection, Inc. October 1985 - December 2013
Imperial Savings July 1983 - July 1985
Shearson Lehman American Express April 1982 - June 1983
Skills
Marketing, Business Development, Sales, Training, Negotiation, Finance, Cold Calling, Portfolio Management, Sales Management, New Business Development, Account Management, Sales Operations, Marketing Strategy, B2B, Direct Sales, Key Account Management
Education
Baruch College 1975 — 1979
Bachelor of Business Administration (B.B.A.), Finance & Economics
Denise Duba Denise Duba's Shearson Lehman American Express Experience January 1984 - September 1987
Job Broker Associate at RE/Max Cornerstone
Industry Real Estate
Experience
RE/Max Cornerstone October 2013 - Present
Keller Williams Realty January 2010 - October 2013
RE/MAX May 1995 - January 2010
Details January 1992 - November 2009
Shearson Lehman American Express January 1984 - September 1987
Skills
Real Estate, Residential Homes, Contract Negotiation, Investment Properties, Buyer Representation, Real Estate Transactions, Loans, Selling, Mortgage Lending, Refinance, Sales, Customer Service
Education
Indiana University - Kelley School of Business 1981 — 1983
Bachelor of Science, Quantitative Business Analysis, minor in Finance and Economics
Miami University 1978 — 1980
Voice and Opera
RE/Max Cornerstone October 2013 - Present
Keller Williams Realty January 2010 - October 2013
RE/MAX May 1995 - January 2010
Details January 1992 - November 2009
Shearson Lehman American Express January 1984 - September 1987
Skills
Real Estate, Residential Homes, Contract Negotiation, Investment Properties, Buyer Representation, Real Estate Transactions, Loans, Selling, Mortgage Lending, Refinance, Sales, Customer Service
Education
Indiana University - Kelley School of Business 1981 — 1983
Bachelor of Science, Quantitative Business Analysis, minor in Finance and Economics
Miami University 1978 — 1980
Voice and Opera
Catherine Oliven's Shearson Lehman American Express Experience October 1983 - October 1993
Job Entrepreneur, Founder Cross Check, Inc.
Industry Telecommunications
Experience
Cross Check Communications 1993 - Present
Mid America Commodity Exchange October 1988 - Present
Shearson Lehman American Express October 1983 - October 1993
Merrill Lynch September 1981 - October 1983
Skills
Telecommunications, Vendor Management, VoIP, Program Management, Product Management, Cloud Computing, Integration, Business Analysis, Contract Negotiation, Business Strategy, Project Management, Management, Strategic Planning, Process Improvement, IT Management, Team Leadership, Cross-functional Team..., Change Management, Managed Services, Compliance, SaaS, Start-ups, Data Center, Solution Selling, Security, Strategy, Strategic Partnerships
Education
DePaul University 1986 — 1988
MBA, Finance
Loyola University of Chicago 1975 — 1978
BA, English
Cross Check Communications 1993 - Present
Mid America Commodity Exchange October 1988 - Present
Shearson Lehman American Express October 1983 - October 1993
Merrill Lynch September 1981 - October 1983
Skills
Telecommunications, Vendor Management, VoIP, Program Management, Product Management, Cloud Computing, Integration, Business Analysis, Contract Negotiation, Business Strategy, Project Management, Management, Strategic Planning, Process Improvement, IT Management, Team Leadership, Cross-functional Team..., Change Management, Managed Services, Compliance, SaaS, Start-ups, Data Center, Solution Selling, Security, Strategy, Strategic Partnerships
Education
DePaul University 1986 — 1988
MBA, Finance
Loyola University of Chicago 1975 — 1978
BA, English
Wendy Strauss Wendy Strauss's Shearson Lehman American Express Experience February 1987 - January 1993
Job Inviting New Concepts
Industry Program Development
Experience
Inviting New Concepts 2004 - Present
Greenwich School District August 2006 - June 2011
Shearson Lehman American Express February 1987 - January 1993
Skills
Fundraising, Marketing, Event Planning, Data Analysis, Nonprofits, Research, Volunteer Management, Advertising, Training, Social Media, Teaching, Public Speaking, Leadership Development, Community Outreach, Event Management, Management, Non-profits, Public Relations, Program Development, Leadership, Strategic Planning, Coaching, Marketing Strategy, Marketing Communications, Microsoft Office, Email Marketing with..., Office Management, Special Projects
Education
WEDC
JKF
Boston University - School of Management
Business, Management, Marketing, and Related Support Services
New York University
Masters Bus. Ed., Training and Development
University of Maryland College Park
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Inviting New Concepts 2004 - Present
Greenwich School District August 2006 - June 2011
Shearson Lehman American Express February 1987 - January 1993
Skills
Fundraising, Marketing, Event Planning, Data Analysis, Nonprofits, Research, Volunteer Management, Advertising, Training, Social Media, Teaching, Public Speaking, Leadership Development, Community Outreach, Event Management, Management, Non-profits, Public Relations, Program Development, Leadership, Strategic Planning, Coaching, Marketing Strategy, Marketing Communications, Microsoft Office, Email Marketing with..., Office Management, Special Projects
Education
WEDC
JKF
Boston University - School of Management
Business, Management, Marketing, and Related Support Services
New York University
Masters Bus. Ed., Training and Development
University of Maryland College Park
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
john abrahamsen john abrahamsen's Shearson Lehman American Express Experience 1987 - 1989
Job Banking Professional
Industry Banking
Experience
home January 2014 - Present
BNP Paribas 1997 - 2012
Disclosure Inc 1994 - 1997
Shearson Lehman American Express 1987 - 1989
Skills
Business Analysis, Data Warehousing, Database Design, Software Development, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Bonds, Microsoft Excel, Visual Studio, Visual Basic, Windows 8 Store App..., Business Intelligence
Education
Fairleigh Dickinson University
Bachelor of Arts (BA), Mathematics
NYU
Graduate Courses, Finance, General
home January 2014 - Present
BNP Paribas 1997 - 2012
Disclosure Inc 1994 - 1997
Shearson Lehman American Express 1987 - 1989
Skills
Business Analysis, Data Warehousing, Database Design, Software Development, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Bonds, Microsoft Excel, Visual Studio, Visual Basic, Windows 8 Store App..., Business Intelligence
Education
Fairleigh Dickinson University
Bachelor of Arts (BA), Mathematics
NYU
Graduate Courses, Finance, General
Martha (Burgess) Bennett's Shearson Lehman American Express Experience 1983 - 1984
Job Financial Services Professional
Industry Financial Services
Experience
American Red Cross February 2014 - Present
Coldwell Banker and Burgess Properties 2011 - 2012
Martha Bennett Interior Design 2006 - 2010
St Albans School 2001 - 2009
Catholic Charities 2000 - 2009
The Boston Company 1987 - 1989
MBTA 1984 - 1987
Shearson Lehman American Express 1983 - 1984
Skills
Investments, Financial Analysis, Fixed Income, Strategic Financial..., Portfolio Management, Interior Design, Real Estate, Problem Solving, Banking, Insurance
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
American Red Cross February 2014 - Present
Coldwell Banker and Burgess Properties 2011 - 2012
Martha Bennett Interior Design 2006 - 2010
St Albans School 2001 - 2009
Catholic Charities 2000 - 2009
The Boston Company 1987 - 1989
MBTA 1984 - 1987
Shearson Lehman American Express 1983 - 1984
Skills
Investments, Financial Analysis, Fixed Income, Strategic Financial..., Portfolio Management, Interior Design, Real Estate, Problem Solving, Banking, Insurance
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Tina Monaghan Tina Monaghan's Shearson Lehman American Express Experience 1989 - 1992
Job Marketing Consultant Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2010 - Present
Citi Smith Barney 2008 - 2009
Citi Smith Barney 2002 - 2007
Citi Smith Barney 1998 - 2002
Smith Barney 1997 - 1998
Smith Barney 1997 - 1998
Smith Barney 1994 - 1997
Shearson Lehman Bros 1992 - 1994
Shearson Lehman American Express 1989 - 1992
Goldman Sachs 1987 - 1989
Skills
Series 7, Securities, Investments, Portfolio Management, Series 63, Fixed Income, Marketing, Financial Services, FINRA, Investment Advisory, Series 65
Education
Northeastern Il Univ 1980 — 1983
B.A., Economics
The University of Kansas 1976 — 1978
Psychology
New Trier East HS 1972 — 1976
Montclair State University
Montclair State University
Morgan Stanley 2010 - Present
Citi Smith Barney 2008 - 2009
Citi Smith Barney 2002 - 2007
Citi Smith Barney 1998 - 2002
Smith Barney 1997 - 1998
Smith Barney 1997 - 1998
Smith Barney 1994 - 1997
Shearson Lehman Bros 1992 - 1994
Shearson Lehman American Express 1989 - 1992
Goldman Sachs 1987 - 1989
Skills
Series 7, Securities, Investments, Portfolio Management, Series 63, Fixed Income, Marketing, Financial Services, FINRA, Investment Advisory, Series 65
Education
Northeastern Il Univ 1980 — 1983
B.A., Economics
The University of Kansas 1976 — 1978
Psychology
New Trier East HS 1972 — 1976
Montclair State University
Montclair State University
Ronald Pugh Ronald Pugh's Shearson Lehman American Express Experience 1982 - 1985
Job District Manager at Batesville Casket Company
Industry Logistics and Supply Chain
Experience
Batesville Casket Company August 1989 - Present
Roadway Express 1985 - 1989
Shearson Lehman American Express 1982 - 1985
Skills
Inventory Management, Team Building, P&L, Process Improvement, Customer Service, Purchasing, Pricing, Distribution Center..., Supply Chain, Continuous Improvement, Logistics, Lean Manufacturing, Leadership
Education
Bloomsburg University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Business Management/Accounting
Lehigh County Community College 1978 — 1980
Associate's degree, Accounting
Batesville Casket Company August 1989 - Present
Roadway Express 1985 - 1989
Shearson Lehman American Express 1982 - 1985
Skills
Inventory Management, Team Building, P&L, Process Improvement, Customer Service, Purchasing, Pricing, Distribution Center..., Supply Chain, Continuous Improvement, Logistics, Lean Manufacturing, Leadership
Education
Bloomsburg University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Business Management/Accounting
Lehigh County Community College 1978 — 1980
Associate's degree, Accounting
Dianne Karhan Dianne Karhan's Shearson Lehman American Express Experience August 1984 - March 1986
Job Retired at North Penn Water Authority
Industry Arts and Crafts
Experience
North Penn Water Authority July 2013 - Present
North Penn Water Authority 1989 - 2013
Pennsylvania Foundation of Pastoral Counseling September 1986 - May 1988
Shearson Lehman American Express August 1984 - March 1986
Skills
Artistic, Adobe Acrobat, Craft, Fine Art, Museum Collections, Sewing, Visual Arts, Drawing, Calendars, Editing, Art, Wordperfect, Oil Painting, Event Management, Calendaring, Mac, Event Planning, Newsletters, Research, Executive Support, Executive Level..., Expense Reports, Switchboard, Administrative..., Travel Arrangements, Fax, Meeting Scheduling
Education
Montgomery County Community College 1975 — 1977
Business Administration
Bucks County Community College 1975 — 1976
Legal Secretary
North Penn Water Authority July 2013 - Present
North Penn Water Authority 1989 - 2013
Pennsylvania Foundation of Pastoral Counseling September 1986 - May 1988
Shearson Lehman American Express August 1984 - March 1986
Skills
Artistic, Adobe Acrobat, Craft, Fine Art, Museum Collections, Sewing, Visual Arts, Drawing, Calendars, Editing, Art, Wordperfect, Oil Painting, Event Management, Calendaring, Mac, Event Planning, Newsletters, Research, Executive Support, Executive Level..., Expense Reports, Switchboard, Administrative..., Travel Arrangements, Fax, Meeting Scheduling
Education
Montgomery County Community College 1975 — 1977
Business Administration
Bucks County Community College 1975 — 1976
Legal Secretary
Philip Pluta Philip Pluta's Shearson Lehman American Express Experience July 1986 - June 1988
Job Executive Director Financial Advisor & Senior Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan November 2011 - Present
RBC Wealth Management June 1997 - November 2011
Paine Webber June 1988 - June 1997
Shearson Lehman American Express July 1986 - June 1988
Skills
Equities, Portfolio Management, Finance, Asset Management, Retirement Planning, Mutual Funds, Investments, Wealth Management, Loans, Risk Management, Banking, Alternative Investments, Investment Advisory, Hedge Funds, Series 7
Education
University of Southern California 1978 — 1982
Bachelor of Science in Electrical Engineering, Engineering
J.P. Morgan November 2011 - Present
RBC Wealth Management June 1997 - November 2011
Paine Webber June 1988 - June 1997
Shearson Lehman American Express July 1986 - June 1988
Skills
Equities, Portfolio Management, Finance, Asset Management, Retirement Planning, Mutual Funds, Investments, Wealth Management, Loans, Risk Management, Banking, Alternative Investments, Investment Advisory, Hedge Funds, Series 7
Education
University of Southern California 1978 — 1982
Bachelor of Science in Electrical Engineering, Engineering
Michaela Barnum's Shearson Lehman American Express Experience 1990 - 1992
Job VP at Algonquin Advisors
Industry Investment Management
Experience
Algonquin Advisors May 2007 - Present
ING Clarion Realty Services March 2001 - May 2007
Fawn Associates 1994 - 1998
Alex Brown & Sons 1992 - 1994
Shearson Lehman American Express 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Equities, Real Estate, Investments, Private Equity, Investment Management, Valuation, Due Diligence, Commercial Real Estate...
Education
Manhattanville College
Bachelor of Applied Science (B.A.Sc.)
Sacred Hear Academy
Algonquin Advisors May 2007 - Present
ING Clarion Realty Services March 2001 - May 2007
Fawn Associates 1994 - 1998
Alex Brown & Sons 1992 - 1994
Shearson Lehman American Express 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Equities, Real Estate, Investments, Private Equity, Investment Management, Valuation, Due Diligence, Commercial Real Estate...
Education
Manhattanville College
Bachelor of Applied Science (B.A.Sc.)
Sacred Hear Academy
Ingrid Mcguire Ingrid Mcguire's Shearson Lehman American Express Experience January 1980 - November 1988
Job Director, Direct Marketing & Distribution at Ernst & Young
Industry Marketing and Advertising
Experience
Ernst & Young August 1988 - Present
EY 1988 - 2014
Shearson Lehman American Express January 1980 - November 1988
Skills
Direct Marketing, Strategy, Digital Marketing, CRM, Leadership, Marketing, Management, Change Management, Marketing Strategy, Marketing Communications, Management Consulting, Online Marketing, Database Marketing, Email Marketing, Analytics, Integrated Marketing, Multi-channel Marketing, E-commerce, Cross-functional Team..., Lead Generation, Market Research, Online Advertising, Thought Leadership, Digital analytics, Business Development
Education
NYU School of Professional Studies
Certificate in Digital Anaytics, Digital Analytics
Marywood University
BS, Comprehensive Social Sciences
Queens College
Graduate program - Marketing
Ernst & Young August 1988 - Present
EY 1988 - 2014
Shearson Lehman American Express January 1980 - November 1988
Skills
Direct Marketing, Strategy, Digital Marketing, CRM, Leadership, Marketing, Management, Change Management, Marketing Strategy, Marketing Communications, Management Consulting, Online Marketing, Database Marketing, Email Marketing, Analytics, Integrated Marketing, Multi-channel Marketing, E-commerce, Cross-functional Team..., Lead Generation, Market Research, Online Advertising, Thought Leadership, Digital analytics, Business Development
Education
NYU School of Professional Studies
Certificate in Digital Anaytics, Digital Analytics
Marywood University
BS, Comprehensive Social Sciences
Queens College
Graduate program - Marketing
James W. Marcum, PhD James W. Marcum, PhD's Shearson Lehman American Express Experience 1984 - 1985
Job Professor, Queens College GSLIS, CUNY
Industry Information Services
Experience
City University of New York - Queens College 2011 - Present
University of the Book September 2009 - 2011
Fairleigh Dickinson University July 2002 - August 2009
College of Staten Island, CUNY September 1998 - June 2002
University of Texas - Permian Basin 1996 - 1998
Centenary College of Louisiana 1991 - 1996
Marcum Chrysler Dodge, Pampa, TX 1987 - 1990
Fee International Oklahoma, Oklahoma City 1985 - 1986
Shearson Lehman American Express 1984 - 1985
Marcum Pontiac, Buick, GMC, Toyota, Pampa, TX 1980 - 1984
Skills
Research, Higher Education, Leadership Development, Public Speaking, Library Management, Books, Training, Archives, Analysis, Fundraising, Leadership, Library Science, Academic Libraries, Teaching, Adult Education, Library, History, Library Instruction, Information Literacy
Education
University of North Texas 1990 — 1991
MSLS, Library Science
University of Oklahoma 1976 — 1978
MPA, Public Administration
University of North Carolina at Chapel Hill 1967 — 1970
PhD, History
Texas A&M University-Kingsville 1957 — 1961
BA, MA, Psychology, History
City University of New York - Queens College 2011 - Present
University of the Book September 2009 - 2011
Fairleigh Dickinson University July 2002 - August 2009
College of Staten Island, CUNY September 1998 - June 2002
University of Texas - Permian Basin 1996 - 1998
Centenary College of Louisiana 1991 - 1996
Marcum Chrysler Dodge, Pampa, TX 1987 - 1990
Fee International Oklahoma, Oklahoma City 1985 - 1986
Shearson Lehman American Express 1984 - 1985
Marcum Pontiac, Buick, GMC, Toyota, Pampa, TX 1980 - 1984
Skills
Research, Higher Education, Leadership Development, Public Speaking, Library Management, Books, Training, Archives, Analysis, Fundraising, Leadership, Library Science, Academic Libraries, Teaching, Adult Education, Library, History, Library Instruction, Information Literacy
Education
University of North Texas 1990 — 1991
MSLS, Library Science
University of Oklahoma 1976 — 1978
MPA, Public Administration
University of North Carolina at Chapel Hill 1967 — 1970
PhD, History
Texas A&M University-Kingsville 1957 — 1961
BA, MA, Psychology, History
Joshua Jedwab Joshua Jedwab's Shearson Lehman American Express Experience January 1986 - March 1989
Job Attorney and Senior Compliance Officer at Tower Research Capital
Industry Financial Services
Experience
Tower Research Capital April 2014 - Present
Compliance Risk Concepts December 2013 - March 2014
KCG Holdings, Inc. January 2011 - November 2013
Knight Capital Markets LLC (Formerly Trimark Securities) August 1997 - December 2010
PaineWebber 1989 - 1997
Shearson Lehman American Express January 1986 - March 1989
Skills
Capital Markets, Securities, Equities, Hedge Funds, Private Equity, Alternative Investments, Trading, Securities Regulation, Trading Systems, Futures, Risk Management, FINRA, Fixed Income, Series 7, High Frequency Trading, Compliance, Series 63, Financial Markets, Investment Banking, Options, Series 24, Asset Management, Investments, Asset Managment, Mergers, Financial Policies &..., Due Diligence
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
Yeshiva of Flatbush 1973 — 1977
Tower Research Capital April 2014 - Present
Compliance Risk Concepts December 2013 - March 2014
KCG Holdings, Inc. January 2011 - November 2013
Knight Capital Markets LLC (Formerly Trimark Securities) August 1997 - December 2010
PaineWebber 1989 - 1997
Shearson Lehman American Express January 1986 - March 1989
Skills
Capital Markets, Securities, Equities, Hedge Funds, Private Equity, Alternative Investments, Trading, Securities Regulation, Trading Systems, Futures, Risk Management, FINRA, Fixed Income, Series 7, High Frequency Trading, Compliance, Series 63, Financial Markets, Investment Banking, Options, Series 24, Asset Management, Investments, Asset Managment, Mergers, Financial Policies &..., Due Diligence
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1981 — 1984
JD, Law
Columbia University in the City of New York 1977 — 1981
Yeshiva of Flatbush 1973 — 1977
Charles Koester Charles Koester's Shearson Lehman American Express Experience December 1982 - May 1993
Job Trade Representative at NYSE Euronext
Industry Financial Services
Experience
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
NYSE March 2006 - December 2014
NYSE March 2006 - December 2014
Merrill Lynch July 2004 - March 2006
optionsXpress March 2004 - July 2004
ABN AMRO Bank N.V. November 2002 - March 2004
Merrill Lynch September 2002 - November 2002
TFM Investment Group/Midland Trading August 1999 - March 2002
First Options Of Chicago May 1993 - August 1999
Shearson Lehman American Express December 1982 - May 1993
Skills
Securities, Equities, Trading Systems, Trading, Financial Markets, Electronic Trading, Investments, Options, Market Making, Derivatives, Equity Trading
Education
Chicago State University
Florissant Valley Community College
Business administration
jared yuster's Shearson Lehman American Express Experience April 1987 - August 1990
Job Systems Engineering
Industry Information Technology and Services
Experience
NetScout Systems March 2010 - Present
Cymtec Systems September 2009 - March 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers September 2004 - September 2008
Netscience, Inc. September 1994 - September 2004
Pine Mountain Group 2000 - 2001
Cisco Systems 1998 - 2000
Credit Suisse 1996 - 1998
MPL Systems September 1990 - September 1994
Shearson Lehman American Express April 1987 - August 1990
Skills
Network Monitoring Tools, Network Architecture, TCP/IP, Data Center, Network Security, Cisco Technologies, Cisco IOS, Network Engineering, Routing, VPN, VoIP, Cloud Computing, WAN, Network Design, Network Administration, SNMP, Multicast, Troubleshooting, Networking, Switches, Routers, QoS, Routing Protocols, DHCP, Unix, DNS, Checkpoint, Unified Communications, Cisco Call Manager, Systems Engineering, Virtualization, BGP, Load Balancing, Firewalls, Telecommunications, LAN-WAN, Disaster Recovery, IP, System Deployment, MPLS, OSPF, Ethernet
Education
New York University 1986 — 1988
Certificate
Fleet Antisubmarine Warfare Training Center, San Diego 1980 — 1982
NetScout Systems March 2010 - Present
Cymtec Systems September 2009 - March 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers September 2004 - September 2008
Netscience, Inc. September 1994 - September 2004
Pine Mountain Group 2000 - 2001
Cisco Systems 1998 - 2000
Credit Suisse 1996 - 1998
MPL Systems September 1990 - September 1994
Shearson Lehman American Express April 1987 - August 1990
Skills
Network Monitoring Tools, Network Architecture, TCP/IP, Data Center, Network Security, Cisco Technologies, Cisco IOS, Network Engineering, Routing, VPN, VoIP, Cloud Computing, WAN, Network Design, Network Administration, SNMP, Multicast, Troubleshooting, Networking, Switches, Routers, QoS, Routing Protocols, DHCP, Unix, DNS, Checkpoint, Unified Communications, Cisco Call Manager, Systems Engineering, Virtualization, BGP, Load Balancing, Firewalls, Telecommunications, LAN-WAN, Disaster Recovery, IP, System Deployment, MPLS, OSPF, Ethernet
Education
New York University 1986 — 1988
Certificate
Fleet Antisubmarine Warfare Training Center, San Diego 1980 — 1982
Bob Lawson, CFE®, AIF®, RFC®, LUTCF®'s Shearson Lehman American Express Experience February 1985 - September 1987
Job President, Barrington Capital Management, Inc. | Securities Litigation Consultant | FINRA & NFA Arbitratror | Mediator
Industry Financial Services
Experience
Gardner Financial Services/ Gardner Advisors September 2015 - Present
Barrington Capital Management, Inc. February 1988 - Present
Barrington Capital Management, Inc. 2010 - Present
Financial Industry Regulatory Authority August 2009 - Present
Barrington Capital Management, Inc. August 2014 - Present
National Futures Association February 2012 - Present
Barrington Capital Management, Inc. June 2006 - Present
thinkorswim by TD Ameritrade, Inc. June 2006 - August 2010
Raymond James Financial Services, Inc. April 1998 - June 2004
Shearson Lehman American Express February 1985 - September 1987
Skills
Securities Expert..., Fiduciary Management, Investments, Certified Fraud Examiner, Financial Expert Witness, Fiduciary Standards of..., Securities, Investment Advisory, Arbitration, Mediation, Securities Arbitration, FINRA, Securities Fraud, Advanced Investment..., High-Impact..., Litigation Support, Portfolio Hedging, Registered Securities..., Expert Witness, Portfolio Management, Wealth Management, Fraud Detection, Options, Discovery Review &..., Litigation Consulting, Registered Options..., Investment Management, Asset Managment, Fixed Income, Financial Services, Strategic Financial..., Equities, Fixed Annuities, Retirement Planning, Due Diligence, Wealth Management..., Financial Advisory, Asset Management, Insurance, Stocks, Risk Management, Alternative Investments, Hedge Funds, ETFs, Credit & Debit Spreads, Stock Collars, Preferred Stocks, High Net Worth..., Commodities and Futures..., Mutual Funds
Education
Hamline University School of Law 2011 — 2014
Arbitration & Mediation Certificate, U.S. Arbitration Law and Practice Mediation
FINRA 2009 — 2010
FINRA Dispute Resolution Arbitrator, Dispute Resolution, Qualified through the National Arbitration and Mediation Committee - FINRA
International Association of Registered Financial Consultants 1997 — 1997
Registered Financial Consultant (RFC), Financial Planning
The American College 1983 — 1991
Life Underwriter Training Council Fellow, Insurance Risk Management
The American College 1982 — 1991
LUTCF, Financial Services
Gardner Financial Services/ Gardner Advisors September 2015 - Present
Barrington Capital Management, Inc. February 1988 - Present
Barrington Capital Management, Inc. 2010 - Present
Financial Industry Regulatory Authority August 2009 - Present
Barrington Capital Management, Inc. August 2014 - Present
National Futures Association February 2012 - Present
Barrington Capital Management, Inc. June 2006 - Present
thinkorswim by TD Ameritrade, Inc. June 2006 - August 2010
Raymond James Financial Services, Inc. April 1998 - June 2004
Shearson Lehman American Express February 1985 - September 1987
Skills
Securities Expert..., Fiduciary Management, Investments, Certified Fraud Examiner, Financial Expert Witness, Fiduciary Standards of..., Securities, Investment Advisory, Arbitration, Mediation, Securities Arbitration, FINRA, Securities Fraud, Advanced Investment..., High-Impact..., Litigation Support, Portfolio Hedging, Registered Securities..., Expert Witness, Portfolio Management, Wealth Management, Fraud Detection, Options, Discovery Review &..., Litigation Consulting, Registered Options..., Investment Management, Asset Managment, Fixed Income, Financial Services, Strategic Financial..., Equities, Fixed Annuities, Retirement Planning, Due Diligence, Wealth Management..., Financial Advisory, Asset Management, Insurance, Stocks, Risk Management, Alternative Investments, Hedge Funds, ETFs, Credit & Debit Spreads, Stock Collars, Preferred Stocks, High Net Worth..., Commodities and Futures..., Mutual Funds
Education
Hamline University School of Law 2011 — 2014
Arbitration & Mediation Certificate, U.S. Arbitration Law and Practice Mediation
FINRA 2009 — 2010
FINRA Dispute Resolution Arbitrator, Dispute Resolution, Qualified through the National Arbitration and Mediation Committee - FINRA
International Association of Registered Financial Consultants 1997 — 1997
Registered Financial Consultant (RFC), Financial Planning
The American College 1983 — 1991
Life Underwriter Training Council Fellow, Insurance Risk Management
The American College 1982 — 1991
LUTCF, Financial Services
Henry S. Kobrin Henry S. Kobrin's Shearson Lehman American Express Experience 1983 - 1986
Job Executive Managing Director at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank January 2001 - Present
Reliance Group Holdings October 1986 - December 2000
Shearson Lehman American Express 1983 - 1986
JPMorgan Chase 1981 - 1983
Skills
Commercial Real Estate, Tenant Representation, Real Estate, Corporate Real Estate, Due Diligence, Strategy, Management, Real Estate Transactions, Strategic Planning, Process Improvement, Portfolio Management, Negotiation, Operations Management, Analysis, CRM, Corporate Finance, Policy, Disposition, Leases, Transaction Management, Location Intelligence
Education
Queens College
Bachelor of Arts (B.A.), Politcal Science / Economics
Newmark Grubb Knight Frank January 2001 - Present
Reliance Group Holdings October 1986 - December 2000
Shearson Lehman American Express 1983 - 1986
JPMorgan Chase 1981 - 1983
Skills
Commercial Real Estate, Tenant Representation, Real Estate, Corporate Real Estate, Due Diligence, Strategy, Management, Real Estate Transactions, Strategic Planning, Process Improvement, Portfolio Management, Negotiation, Operations Management, Analysis, CRM, Corporate Finance, Policy, Disposition, Leases, Transaction Management, Location Intelligence
Education
Queens College
Bachelor of Arts (B.A.), Politcal Science / Economics
Sarah K (Sibby) Adams Sarah K (Sibby) Adams's Shearson Lehman American Express Experience September 1984 - January 1986
Job U.S. Department of State
Industry Information Services
Experience
U.S. Department of State 1991 - Present
Shearson Lehman American Express September 1984 - January 1986
Skills
Diplomacy, National Security, Government, International Relations, Policy, Command, Federal Government, Foreign Affairs, Strategic Communications, International..., Crisis Management, Security Clearance, Foreign Policy, Operational Planning, International Security, Public Diplomacy, Public Administration, International..., Political Risk Analysis, Information Assurance, Security Management, Counterterrorism
Education
Lamar University 1979 — 1984
Marketing
U.S. Department of State 1991 - Present
Shearson Lehman American Express September 1984 - January 1986
Skills
Diplomacy, National Security, Government, International Relations, Policy, Command, Federal Government, Foreign Affairs, Strategic Communications, International..., Crisis Management, Security Clearance, Foreign Policy, Operational Planning, International Security, Public Diplomacy, Public Administration, International..., Political Risk Analysis, Information Assurance, Security Management, Counterterrorism
Education
Lamar University 1979 — 1984
Marketing
Cheryl Sillings Cheryl Sillings's Shearson Lehman American Express Experience April 1983 - December 1991
Job Financial Consultant at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities April 2010 - Present
Brookstreet Securities 1992 - 2007
Shearson Lehman American Express' April 1983 - December 1991
Skills
Retirement Planning, Insurance Planning, 401 K Rollovers, IRA's, Financial Planning, Series 7, Estate Planning, Series 66, Retirement, Wealth Management, Annuities, Comprehensive Wealth..., Mutual Funds, 401k, Investment Advisory, Financial Advice, Long Term Care, Investments, Annuity, Asset Allocation
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
BA, Securities Finance
Newport Coast Securities April 2010 - Present
Brookstreet Securities 1992 - 2007
Shearson Lehman American Express' April 1983 - December 1991
Skills
Retirement Planning, Insurance Planning, 401 K Rollovers, IRA's, Financial Planning, Series 7, Estate Planning, Series 66, Retirement, Wealth Management, Annuities, Comprehensive Wealth..., Mutual Funds, 401k, Investment Advisory, Financial Advice, Long Term Care, Investments, Annuity, Asset Allocation
Education
California State University-Fullerton - College of Business and Economics 1978 — 1979
BA, Securities Finance
Stephen M. Acerra, Jr.'s Shearson Lehman American Express Experience 1990 - 1993
Job President & CEO at NATIONAL FIDUCIARY SERVICES LLC and Managing Principal at ACERRA & ASSOCIATES
Industry Financial Services
Experience
NATIONAL FIDUCIARY SERVICES LLC 2004 - Present
FINANCIAL INDUSTRY REGULATORY AUTHORITY 1996 - Present
ACERRA & ASSOCIATES (Legal, Tax & Financial Counsel) 1985 - Present
STATE STREET CORP. 1993 - 2003
SHEARSON LEHMAN AMERICAN EXPRESS 1990 - 1993
AT&T INFORMATION SYSTEMS 1980 - 1985
IBM CORP. 1980 - 1980
Education
Suffolk University Law School 1980 — 1984
Juris Doctor
Isenberg School of Management, UMass Amherst 1976 — 1980
B.B.A.
Boston Latin School 1970 — 1976
Boston University Questrom School of Business
Graduate Finance Program (Investment Analysis & Portfolio Management)
Harvard Law School
Post-Doctorate Program (Dispute Resolution)
Massachusetts Institute of Technology
Executive Program (Information Technology)
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Program (Center for Fiduciary Studies)
NATIONAL FIDUCIARY SERVICES LLC 2004 - Present
FINANCIAL INDUSTRY REGULATORY AUTHORITY 1996 - Present
ACERRA & ASSOCIATES (Legal, Tax & Financial Counsel) 1985 - Present
STATE STREET CORP. 1993 - 2003
SHEARSON LEHMAN AMERICAN EXPRESS 1990 - 1993
AT&T INFORMATION SYSTEMS 1980 - 1985
IBM CORP. 1980 - 1980
Education
Suffolk University Law School 1980 — 1984
Juris Doctor
Isenberg School of Management, UMass Amherst 1976 — 1980
B.B.A.
Boston Latin School 1970 — 1976
Boston University Questrom School of Business
Graduate Finance Program (Investment Analysis & Portfolio Management)
Harvard Law School
Post-Doctorate Program (Dispute Resolution)
Massachusetts Institute of Technology
Executive Program (Information Technology)
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Accredited Investment Fiduciary Program (Center for Fiduciary Studies)
Sheryle Lengdorfer's Shearson Lehman American Express Experience 1986 - 1986
Job Developer at IWanttobeaMillionaireApp.com
Industry Financial Services
Experience
IWanttobeaMillionaireApp.com August 2014 - Present
A.M.S. Air Conditioning 1988 - 2013
Teleflora 1986 - 1988
Shearson Lehman American Express 1986 - 1986
Mattel 1980 - 1986
Education
University of Nevada-Reno 1989 — 1995
Master of Business Administration (MBA)
University of Colorado, Boulder 1977 — 1980
B.S. Accounting, Accounting
IWanttobeaMillionaireApp.com August 2014 - Present
A.M.S. Air Conditioning 1988 - 2013
Teleflora 1986 - 1988
Shearson Lehman American Express 1986 - 1986
Mattel 1980 - 1986
Education
University of Nevada-Reno 1989 — 1995
Master of Business Administration (MBA)
University of Colorado, Boulder 1977 — 1980
B.S. Accounting, Accounting
Karen Corkery's Shearson Lehman American Express Experience 1987 - 1989
Job Registered Oncology Nurse at Greenwich Hospital
Industry Hospital & Health Care
Experience
Greenwich Hospital Sales AssistantRBS Greenwich CapitalJuly 1989 - October 2000
Greenwich Capital Markets 1989 - 2000
Shearson Lehman American Express 1987 - 1989
Smith Barney Harris & Upham 1983 - 1987
Education
Fairfield University
BSN, Nursing
Norwalk Community College
ASN, Nursing
Greenwich Hospital Sales AssistantRBS Greenwich CapitalJuly 1989 - October 2000
Greenwich Capital Markets 1989 - 2000
Shearson Lehman American Express 1987 - 1989
Smith Barney Harris & Upham 1983 - 1987
Education
Fairfield University
BSN, Nursing
Norwalk Community College
ASN, Nursing
Lynne Goretzka's Shearson Lehman American Express Experience April 1984 - May 1986
Job Legal Secretary at Schulte Roth & Zabel LLP
Industry Law Practice
Experience
Schulte Roth & Zabel LLP August 1998 - Present
Headway Workforce Solutions May 1998 - August 1998
Chadbourne & Parke LLPAs June 1996 - May 1998
Cadwalader, Wickersham & Taft LLP October 1986 - July 1992
Shearson Lehman American Express April 1984 - May 1986
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Legal Research, Microsoft Outlook, Adobe Acrobat, Legal Writing, Litigation, Dictaphone
Education
Michigan State University 1975 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.0
Schulte Roth & Zabel LLP August 1998 - Present
Headway Workforce Solutions May 1998 - August 1998
Chadbourne & Parke LLPAs June 1996 - May 1998
Cadwalader, Wickersham & Taft LLP October 1986 - July 1992
Shearson Lehman American Express April 1984 - May 1986
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Legal Research, Microsoft Outlook, Adobe Acrobat, Legal Writing, Litigation, Dictaphone
Education
Michigan State University 1975 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.0
Jennifer Moses's Shearson Lehman American Express Experience August 1983 - July 1985
Job CoFounder, Caliber Schools
Industry Education Management
Experience
Caliber Schools September 2012 - Present
Ed-Mentor 2012 - Present
RBJM Investments 2001 - Present
Fortress Investment Group May 2013 - December 2013
Prime Minister Gordon Brown March 2008 - July 2009
CentreForum March 2005 - February 2008
Goldman Sachs August 1989 - January 2001
Public Development Corporation of NYC March 1985 - June 1987
Shearson Lehman American Express August 1983 - July 1985
Skills
Mergers & Acquisitions, Venture Capital, Management, Portfolio Management, Start-ups, Finance, Investments, Financial Services, Policy, Corporate Finance, Research, Nonprofits, Investment Banking, Entrepreneurship, Strategic Communications, Restructuring, Mergers, Social Entrepreneurship, Event Planning
Education
Harvard Business School 1987 — 1989
MBA
Brown University 1979 — 1983
B.A., History of Science
Hackensack High School
Caliber Schools September 2012 - Present
Ed-Mentor 2012 - Present
RBJM Investments 2001 - Present
Fortress Investment Group May 2013 - December 2013
Prime Minister Gordon Brown March 2008 - July 2009
CentreForum March 2005 - February 2008
Goldman Sachs August 1989 - January 2001
Public Development Corporation of NYC March 1985 - June 1987
Shearson Lehman American Express August 1983 - July 1985
Skills
Mergers & Acquisitions, Venture Capital, Management, Portfolio Management, Start-ups, Finance, Investments, Financial Services, Policy, Corporate Finance, Research, Nonprofits, Investment Banking, Entrepreneurship, Strategic Communications, Restructuring, Mergers, Social Entrepreneurship, Event Planning
Education
Harvard Business School 1987 — 1989
MBA
Brown University 1979 — 1983
B.A., History of Science
Hackensack High School
Pauline Ortiz's Shearson Lehman American Express Experience 1983 - 1987
Job Patient Service Rep. at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center August 1987 - Present
Shearson Lehman Brothers August 1983 - July 1987
Shearson Lehman American Express 1983 - 1987
Skills
EMR, Hospitals, Healthcare, Patient Education, HIPAA, BLS, Patient Safety, EHR, Nursing, Inpatient, Epic Systems, Medical Records, Healthcare Information..., Medical Terminology, Clinical Research, Healthcare Management
Education
City University of New York-Brooklyn College 1978 — 1982
Health Sciences
Memorial Sloan-Kettering Cancer Center August 1987 - Present
Shearson Lehman Brothers August 1983 - July 1987
Shearson Lehman American Express 1983 - 1987
Skills
EMR, Hospitals, Healthcare, Patient Education, HIPAA, BLS, Patient Safety, EHR, Nursing, Inpatient, Epic Systems, Medical Records, Healthcare Information..., Medical Terminology, Clinical Research, Healthcare Management
Education
City University of New York-Brooklyn College 1978 — 1982
Health Sciences
Kelly Frankenfield's Shearson Lehman American Express Experience 1982 - 1985
Job Mom, Driver, Volunteer for Environmental and Animal Welfarebased Charities
Industry Environmental Services
Experience
FactSet Research Systems 1990 - 2006
Drexel Burnham Lambert 1989 - 1990
J.P. Morgan 1985 - 1989
Shearson Lehman, American Express 1982 - 1985
Education
St. Lawrence University 1978 — 1982
BA, Business/Managerial Economics
Kent School 1974 — 1978
FactSet Research Systems 1990 - 2006
Drexel Burnham Lambert 1989 - 1990
J.P. Morgan 1985 - 1989
Shearson Lehman, American Express 1982 - 1985
Education
St. Lawrence University 1978 — 1982
BA, Business/Managerial Economics
Kent School 1974 — 1978
Carole Kruger's Shearson Lehman American Express Experience May 1987 - May 1994
Job
Industry Financial Services
Experience
Merrill Lynch May 1994 - Present
Shearson Lehman American Express May 1987 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Leadership
Education
State University of New York at Binghamton 1971 — 1975
Bachelor's degree, Biology/Biological Sciences, General
Merrill Lynch May 1994 - Present
Shearson Lehman American Express May 1987 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Leadership
Education
State University of New York at Binghamton 1971 — 1975
Bachelor's degree, Biology/Biological Sciences, General
Dennis O'Connor's Shearson Lehman American Express Experience May 1989 - May 1991
Job Cetera Advisors LLC.
Industry Investment Management
Experience
Cetera Advisors LLC September 2013 - Present
LPL Financial December 1993 - August 2013
Merrill Lynch May 1991 - December 1993
Shearson Lehman American Express May 1989 - May 1991
Prudential Bache Securities September 1986 - May 1989
Skills
Series 24, Series 7, Series 63, Life Insurance, Variable Annuities, Health Insurance, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice 1977 — 1979
Criminal Justice
Baruch College, City University of New York (CUNY) 1974 — 1977
Finance
Mater Christi High School 1970 — 1974
High School Diploma, Liberal Arts
Most Precious Blood 1961 — 1970
Cetera Advisors LLC September 2013 - Present
LPL Financial December 1993 - August 2013
Merrill Lynch May 1991 - December 1993
Shearson Lehman American Express May 1989 - May 1991
Prudential Bache Securities September 1986 - May 1989
Skills
Series 24, Series 7, Series 63, Life Insurance, Variable Annuities, Health Insurance, Wealth Management
Education
City University of New York-John Jay College of Criminal Justice 1977 — 1979
Criminal Justice
Baruch College, City University of New York (CUNY) 1974 — 1977
Finance
Mater Christi High School 1970 — 1974
High School Diploma, Liberal Arts
Most Precious Blood 1961 — 1970