Shearson Lehman Bros.
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Shearson Lehman Bros. Employees
Employee
Years
Job
Industry
Ron Lorentsen Ron Lorentsen's Shearson Lehman Bros. Experience 1992 - 1994
Job Senior Loan Underwriter at Seattle Funding Group
Industry Real Estate
Experience
Seattle Funding Group September 2000 - Present
Financial Industry Regulatory Authority 1999 - Present
A.G. Edwards & Sons 1997 - 2000
Prudential Securities 1994 - 1997
Shearson Lehman Bros. 1992 - 1994
Law Firm of Smith Alling Lane 1991 - 1992
Nordstrom 1986 - 1990
Skills
Loans, Investments, Commercial Real Estate, Due Diligence, Finance, Real Estate, Portfolio Management, Sellers, Residential Homes, Real Estate Financing, Refinance, Mortgage Lending, Foreclosures, Real Estate Transactions, Negotiation, Credit, Legal Research
Education
Seattle University School of Law
J.D., Law
University of Puget Sound
B.A., Business Admin
Seattle Funding Group September 2000 - Present
Financial Industry Regulatory Authority 1999 - Present
A.G. Edwards & Sons 1997 - 2000
Prudential Securities 1994 - 1997
Shearson Lehman Bros. 1992 - 1994
Law Firm of Smith Alling Lane 1991 - 1992
Nordstrom 1986 - 1990
Skills
Loans, Investments, Commercial Real Estate, Due Diligence, Finance, Real Estate, Portfolio Management, Sellers, Residential Homes, Real Estate Financing, Refinance, Mortgage Lending, Foreclosures, Real Estate Transactions, Negotiation, Credit, Legal Research
Education
Seattle University School of Law
J.D., Law
University of Puget Sound
B.A., Business Admin
BradnMary Fagerstrom BradnMary Fagerstrom's Shearson Lehman Bros. Experience May 1983 - July 1987
Job Managing Director at Wave Four Success System
Industry Health, Wellness and Fitness
Experience
Wave Four Success System 1992 - Present
Life of Southwest 2012 - 2012
Marketing One 1988 - 1991
Shearson Lehman Bros May 1983 - July 1987
Southern California Edison 1967 - 1970
Skills
Management, Finance, Public Speaking, New Business Development, Strategic Planning, Marketing Strategy, Start-ups, Small Business, Marketing, Sales Management, Business Strategy, Leadership, Sales, Social Networking, Social Media, Business Planning, Entrepreneurship, Coaching, Team Building
Education
Southwestern University School of Law 1973 — 1976
JD, Law
California State University-Long Beach 1971 — 1973
BA, Political Science, Elementary Educ
Long Beach City College 1970 — 1971
AA, Political Science
Northern Illinois University 1963 — 1964
None
Wave Four Success System 1992 - Present
Life of Southwest 2012 - 2012
Marketing One 1988 - 1991
Shearson Lehman Bros May 1983 - July 1987
Southern California Edison 1967 - 1970
Skills
Management, Finance, Public Speaking, New Business Development, Strategic Planning, Marketing Strategy, Start-ups, Small Business, Marketing, Sales Management, Business Strategy, Leadership, Sales, Social Networking, Social Media, Business Planning, Entrepreneurship, Coaching, Team Building
Education
Southwestern University School of Law 1973 — 1976
JD, Law
California State University-Long Beach 1971 — 1973
BA, Political Science, Elementary Educ
Long Beach City College 1970 — 1971
AA, Political Science
Northern Illinois University 1963 — 1964
None
Ann Wegemer Ann Wegemer's Shearson Lehman Bros. Experience 1984 - 1987
Job Account Services at Index Sensors & Controls
Industry Electrical/Electronic Manufacturing
Experience
Index Sensors & Controls July 2010 - Present
U.S. Department of Commerce 2008 - 2010
HQH Foundation Quarter Horses January 2004 - December 2009
Owner 1992 - 1997
Mackie Designs 1991 - 1992
Quadra Investments 1988 - 1991
Merriman, LLC 1987 - 1988
Shearson Lehman Bros 1984 - 1987
Birr Wilson & Company 1981 - 1984
Skills
Salesforce.com, Outlook, Microsoft Excel, Microsoft Word, Bookkeeping, Customer Service, Account Management, Project Management, Process Improvement, Training
Education
Shoreline Community College 1979 — 1981
Associate's degree, Marine Biology, Accounting
Meadowdale High School 1976 — 1979
High School Diploma, College Prep
Index Sensors & Controls July 2010 - Present
U.S. Department of Commerce 2008 - 2010
HQH Foundation Quarter Horses January 2004 - December 2009
Owner 1992 - 1997
Mackie Designs 1991 - 1992
Quadra Investments 1988 - 1991
Merriman, LLC 1987 - 1988
Shearson Lehman Bros 1984 - 1987
Birr Wilson & Company 1981 - 1984
Skills
Salesforce.com, Outlook, Microsoft Excel, Microsoft Word, Bookkeeping, Customer Service, Account Management, Project Management, Process Improvement, Training
Education
Shoreline Community College 1979 — 1981
Associate's degree, Marine Biology, Accounting
Meadowdale High School 1976 — 1979
High School Diploma, College Prep
Tina Monaghan Tina Monaghan's Shearson Lehman Bros. Experience 1992 - 1994
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
Blaine Riley, LBO/RTO/M&A Specialist Blaine Riley, LBO/RTO/M&A Specialist's Shearson Lehman Bros. Experience July 1989 - July 1992
Job Facilitator of Large Liquidity Events for Owners of Large Private Companies
Industry Investment Banking
Experience
International Monetary 1997 - Present
Shearson Lehman Bros July 1989 - July 1992
Wedbush Morgan March 1988 - June 1989
Skills
Mergers, Equities, Business Development, Licensing, Private Equity, Private Placements, Investment Banking, Venture Capital, IPO, Corporate Finance, Capital Markets, Investor Relations, Due Diligence, Corporate Development, Valuation, Investments, Emerging Markets, Financial Structuring, Alternative Investments, Hedge Funds, M&A experience, Capital, Equity Capital Markets, Finance, Public Companies, Mergers & Acquisitions, Strategy, Divestitures, Securities, Joint Ventures, Portfolio Management, Funding, LBO, Project Finance, Asset Management, Restructuring, Business Valuation, Leveraged Finance, Deal Sourcing, Growth Capital, Commodity, Financial Markets, Mezzanine, Trading, Banking, Equity Research, Options, Financial Modeling, Investment Management, Capital Raising
Education
Colorado School of Mines 1980 — 1984
Bachelor's Degree
International Monetary 1997 - Present
Shearson Lehman Bros July 1989 - July 1992
Wedbush Morgan March 1988 - June 1989
Skills
Mergers, Equities, Business Development, Licensing, Private Equity, Private Placements, Investment Banking, Venture Capital, IPO, Corporate Finance, Capital Markets, Investor Relations, Due Diligence, Corporate Development, Valuation, Investments, Emerging Markets, Financial Structuring, Alternative Investments, Hedge Funds, M&A experience, Capital, Equity Capital Markets, Finance, Public Companies, Mergers & Acquisitions, Strategy, Divestitures, Securities, Joint Ventures, Portfolio Management, Funding, LBO, Project Finance, Asset Management, Restructuring, Business Valuation, Leveraged Finance, Deal Sourcing, Growth Capital, Commodity, Financial Markets, Mezzanine, Trading, Banking, Equity Research, Options, Financial Modeling, Investment Management, Capital Raising
Education
Colorado School of Mines 1980 — 1984
Bachelor's Degree
Robert Leverich Robert Leverich's Shearson Lehman Bros. Experience February 1985 - December 1989
Job V.P. Trade Surveillance Compliance
Industry Capital Markets
Experience
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Guggenheim Partners Investment Management Holdings LLC October 2014 - Present
Brown Brothers Harriman November 2008 - July 2014
Swiss American Securities Inc. January 2002 - November 2008
Swiss American Securities Inc., a Credit Suisse Group Company 1991 - January 2002
Shearson Lehman Bros. February 1985 - December 1989
Deloitte, Haskins & Sells 1981 - 1984
Skills
Trading, Sales Management, Regulatory Documentation, Asset Management, Banking, Bloomberg, Brokerage, Capital Markets, Commodity, Currency, Derivatives, ETFs, Electronic Trading, Equities, Equity Research, Equity Trading, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Hedging, Investments, Management, Options, Order Management, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Trading Systems
Education
The University of Connecticut 1979 — 1981
BS, Accounting
University of Connecticut 1979 — 1981
Bachelor of Science (B.Sc.), Accounting, Cum Laude
Lyle Kutner Lyle Kutner's Shearson Lehman Bros. Experience 1992 - 1994
Job Computer Operator at Port Authority of NY & NJ
Industry Information Technology and Services
Experience
Port Authority of NY & NJ September 2014 - Present
DTCC March 1998 - April 2014
The Depository Trust & Clearing Corporation March 1998 - April 2014
SIAC 1998 - 2005
Brown Brothers Harriman 1995 - 1998
Shearson Lehman Bros. 1992 - 1994
EAB 1985 - 1988
EAB 1984 - 1987
Doubleday Entertainment 1982 - 1984
Skills
Disaster Recovery, Data Center, TSO, MVS, IBM Mainframe, Servers, IT Operations, Business Continuity, Incident Management, SDLC, AIX, BMC Remedy, IT Management, JCL, JES2, Business Analysis, Unix, CICS, Operating Systems, Security, Service Delivery, Mainframe, Software Documentation, Troubleshooting, z/OS, Infrastructure, Information Security..., Solaris, Visio, IT Strategy, Market Data, Vendor Management, Windows Server, VMware, Networking, IT Service Management, Virtualization, High Availability, ITIL, Project Management, Microsoft Excel, DB2, Help Desk Support, Netcool, Excel, jes, Information Technology, Testing, SLA
Education
Nassau Community College 1977 — 1980
Associate of Arts and Sciences (AAS), Data Processing
Nassau Community College 1977 — 1980
Associate's degree, Data Processing
Port Authority of NY & NJ September 2014 - Present
DTCC March 1998 - April 2014
The Depository Trust & Clearing Corporation March 1998 - April 2014
SIAC 1998 - 2005
Brown Brothers Harriman 1995 - 1998
Shearson Lehman Bros. 1992 - 1994
EAB 1985 - 1988
EAB 1984 - 1987
Doubleday Entertainment 1982 - 1984
Skills
Disaster Recovery, Data Center, TSO, MVS, IBM Mainframe, Servers, IT Operations, Business Continuity, Incident Management, SDLC, AIX, BMC Remedy, IT Management, JCL, JES2, Business Analysis, Unix, CICS, Operating Systems, Security, Service Delivery, Mainframe, Software Documentation, Troubleshooting, z/OS, Infrastructure, Information Security..., Solaris, Visio, IT Strategy, Market Data, Vendor Management, Windows Server, VMware, Networking, IT Service Management, Virtualization, High Availability, ITIL, Project Management, Microsoft Excel, DB2, Help Desk Support, Netcool, Excel, jes, Information Technology, Testing, SLA
Education
Nassau Community College 1977 — 1980
Associate of Arts and Sciences (AAS), Data Processing
Nassau Community College 1977 — 1980
Associate's degree, Data Processing
Charles Staley Charles Staley's Shearson Lehman Bros. Experience January 1986 - December 1987
Job Cartman at Cog Hill Golf Course
Industry Financial Services
Experience
Cog Hill Golf Course May 2014 - Present
Evolutionary and Adaptive Retirement Systems November 2011 - April 2013
Independent Contractor for Active Investment Managers October 2008 - November 2011
New York Life October 1996 - July 2008
Penn Mutual January 1988 - August 1993
Shearson Lehman Bros January 1986 - December 1987
Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1965 — 1970
BS, Finance
Chicago State University 1972 — 1976
MS, Education
Cog Hill Golf Course May 2014 - Present
Evolutionary and Adaptive Retirement Systems November 2011 - April 2013
Independent Contractor for Active Investment Managers October 2008 - November 2011
New York Life October 1996 - July 2008
Penn Mutual January 1988 - August 1993
Shearson Lehman Bros January 1986 - December 1987
Skills
Asset Managment, Microsoft Office, Retirement Planning, Investments, Insurance, Wealth Management, Strategic Financial..., Asset Allocation, Securities, Investment Strategies, Financial Services, Wealth, Relationship Management, Pensions, Fixed Annuities, Retirement, Financial Advisory, Investment Management, IRAs, Finance, Mutual Funds
Education
University of Illinois at Urbana-Champaign 1965 — 1970
BS, Finance
Chicago State University 1972 — 1976
MS, Education
Barney J. Guarino Barney J. Guarino's Shearson Lehman Bros. Experience 1982 - 1986
Job at
Industry Packaging and Containers
Experience
Harbor Road Associates February 2014 - Present
Harbor Road Records 2015 - Present
Tempra Technology. Inc. November 1991 - Present
Research & Development Associates for Military Food & Packaging 2000 - 2012
Merrill Lynch 1986 - 1992
Shearson Lehman Bros. 1982 - 1986
Skills
Commodity, Strategic Planning, New Business Development, Product Development, Valuation, Venture Capital, Small Business, Mergers & Acquisitions, Team Building, Start-ups, Sales Management, Executive Management, Entrepreneurship, Business Planning, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Selling, Budgets, Management, Marketing Strategy, Brand Development, Operations Management, Cross-functional Team..., Strategy, Competitive Analysis, Leadership, Contract Negotiation, Negotiation, Marketing, Product Marketing, P&L Management, B2B, Market Planning, Marketing Management, Product Management, Market Analysis, Manufacturing, Key Account Management, Market Research, Forecasting, Sales
Education
Saint John's University 1978 — 1982
BA
Northwestern University - Kellogg School of Management
Exec Management Program, Strategic Alliances
Harbor Road Associates February 2014 - Present
Harbor Road Records 2015 - Present
Tempra Technology. Inc. November 1991 - Present
Research & Development Associates for Military Food & Packaging 2000 - 2012
Merrill Lynch 1986 - 1992
Shearson Lehman Bros. 1982 - 1986
Skills
Commodity, Strategic Planning, New Business Development, Product Development, Valuation, Venture Capital, Small Business, Mergers & Acquisitions, Team Building, Start-ups, Sales Management, Executive Management, Entrepreneurship, Business Planning, Business Strategy, Management Consulting, Business Development, Strategic Partnerships, Selling, Budgets, Management, Marketing Strategy, Brand Development, Operations Management, Cross-functional Team..., Strategy, Competitive Analysis, Leadership, Contract Negotiation, Negotiation, Marketing, Product Marketing, P&L Management, B2B, Market Planning, Marketing Management, Product Management, Market Analysis, Manufacturing, Key Account Management, Market Research, Forecasting, Sales
Education
Saint John's University 1978 — 1982
BA
Northwestern University - Kellogg School of Management
Exec Management Program, Strategic Alliances
Jacqueline Berry-Haseeb Jacqueline Berry-Haseeb's Shearson Lehman Bros. Experience January 1984 - June 1991
Job at: Jinsa Essentials/W.O.W.
Industry Retail
Experience
Jinsa Essentials June 2001 - Present
North Carolina State University August 1999 - April 2001
NC State University Temporary Services February 1999 - July 1999
Wake County Public School November 1995 - December 1998
State of NC November 1992 - December 1995
Shearson Lehman Bros January 1984 - June 1991
Skills
Customer Service, Word, Microsoft Office, Retail, Merchandising, Microsoft Excel, Microsoft Word
Education
City University of New York-Brooklyn College
Political Science
College of the Desert, Twenty
A.A. Degree, Liberal Arts
Wake Technical Community College
Information Technology
Jinsa Essentials June 2001 - Present
North Carolina State University August 1999 - April 2001
NC State University Temporary Services February 1999 - July 1999
Wake County Public School November 1995 - December 1998
State of NC November 1992 - December 1995
Shearson Lehman Bros January 1984 - June 1991
Skills
Customer Service, Word, Microsoft Office, Retail, Merchandising, Microsoft Excel, Microsoft Word
Education
City University of New York-Brooklyn College
Political Science
College of the Desert, Twenty
A.A. Degree, Liberal Arts
Wake Technical Community College
Information Technology
Charlene Barnes Charlene Barnes's Shearson Lehman Bros. Experience October 1983 - January 1989
Job Business Technology Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2013 - Present
Financial Services Consulting, LLC August 2007 - November 2013
J.B. Hanauer & Co. July 1997 - August 2007
Mesirow Financial October 1995 - July 1997
Prudential Financial January 1989 - April 1994
SHEARSON LEHMAN BROS October 1983 - January 1989
Bank of America Investment Management Co., GE Professional Services September 1979 - October 1983
Skills
Program Management, Business Development, Management, Enterprise Software, Networking, Performance Reporting, Software Development, Vendor Management
Education
University of California, San Diego 1976 — 1979
BA, Management Science
County College of Morris
Certificate, Webmaster
Fremont High School
Raymond James Financial Inc. November 2013 - Present
Financial Services Consulting, LLC August 2007 - November 2013
J.B. Hanauer & Co. July 1997 - August 2007
Mesirow Financial October 1995 - July 1997
Prudential Financial January 1989 - April 1994
SHEARSON LEHMAN BROS October 1983 - January 1989
Bank of America Investment Management Co., GE Professional Services September 1979 - October 1983
Skills
Program Management, Business Development, Management, Enterprise Software, Networking, Performance Reporting, Software Development, Vendor Management
Education
University of California, San Diego 1976 — 1979
BA, Management Science
County College of Morris
Certificate, Webmaster
Fremont High School
Ernest Caponegro Ernest Caponegro's Shearson Lehman Bros. Experience May 1990 - January 1992
Job President, I & E Insurance Agency & Financial Services
Industry Financial Services
Experience
I & E Insurance Agency and Financial Services April 1998 - Present
Gilford Securites July 1995 - April 1998
Emanuel and Company January 1992 - June 1995
Shearson Lehman Bros. May 1990 - January 1992
Prudential-Bache Securities April 1981 - May 1990
EF Hutton INC December 1977 - April 1981
Skills
Insurance, Securities, Investments, Small Business, Risk Management, Fixed Annuities, Retirement Planning, Long-term Care, Home, Critical Illness, Strategic Planning, New Business Development, Health Insurance, Property & Casualty..., Marketing, Disability Insurance, Financial Services, Life Insurance, Brokers, Term Life Insurance, IRAs, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Employee Benefits, Financial Advisory, 401k, Commercial Insurance, General Insurance, Universal Life, Asset Allocation, Insurance Brokerage, Business Development, Asset Management, Retirement, Long Term Care Insurance, Umbrella Insurance, Accident, Whole Life, Financial Planners, Professional Liability, Investment Strategies, Workers Compensation, Wealth Accumulation, Legal Liability, Casualty, Wealth, Finance, Liability
Education
Fairleigh Dickinson University 1976 — 1980
BS, Economics & Finance
Bergen Catholic Hs 1971 — 1975
HS Dip, College Prep
I & E Insurance Agency and Financial Services April 1998 - Present
Gilford Securites July 1995 - April 1998
Emanuel and Company January 1992 - June 1995
Shearson Lehman Bros. May 1990 - January 1992
Prudential-Bache Securities April 1981 - May 1990
EF Hutton INC December 1977 - April 1981
Skills
Insurance, Securities, Investments, Small Business, Risk Management, Fixed Annuities, Retirement Planning, Long-term Care, Home, Critical Illness, Strategic Planning, New Business Development, Health Insurance, Property & Casualty..., Marketing, Disability Insurance, Financial Services, Life Insurance, Brokers, Term Life Insurance, IRAs, Wealth Management, Strategic Financial..., Mutual Funds, Estate Planning, Employee Benefits, Financial Advisory, 401k, Commercial Insurance, General Insurance, Universal Life, Asset Allocation, Insurance Brokerage, Business Development, Asset Management, Retirement, Long Term Care Insurance, Umbrella Insurance, Accident, Whole Life, Financial Planners, Professional Liability, Investment Strategies, Workers Compensation, Wealth Accumulation, Legal Liability, Casualty, Wealth, Finance, Liability
Education
Fairleigh Dickinson University 1976 — 1980
BS, Economics & Finance
Bergen Catholic Hs 1971 — 1975
HS Dip, College Prep
Anna Cuneo Anna Cuneo's Shearson Lehman Bros. Experience 1989 - 1991
Job Owner at Eventastic Parties LLC.
Industry Events Services
Experience
Eventastic Parties LLC. June 2010 - Present
French American International School February 2009 - June 2010
Harrison Central School District September 2007 - June 2009
Smith Barney September 1991 - October 1996
Shearson Lehman Bros 1989 - 1991
Skills
Event Planning, Parties, Corporate Events, Public Relations, Event Management
Education
Pace University - Lubin School of Business 1984 — 1988
BBA, Human Resources
Eventastic Parties LLC. June 2010 - Present
French American International School February 2009 - June 2010
Harrison Central School District September 2007 - June 2009
Smith Barney September 1991 - October 1996
Shearson Lehman Bros 1989 - 1991
Skills
Event Planning, Parties, Corporate Events, Public Relations, Event Management
Education
Pace University - Lubin School of Business 1984 — 1988
BBA, Human Resources
Constance (Connie) R Williamson, Esq. Constance (Connie) R Williamson, Esq.'s Shearson Lehman Bros. Experience February 1985 - June 1987
Job Marketing/PR/Compliance/Attorney
Industry Marketing and Advertising
Experience
Williamson & Associates, LLC January 2011 - Present
Williamson & Associates, LLC December 2008 - December 2010
Louis Dreyfus Highbridge Energy September 2006 - December 2008
Williamson & Associates, LLC September 1994 - December 2006
Citicorp June 1990 - September 1994
Coffee, Sugar & Cocoa Exchange June 1987 - May 1990
Shearson Lehman Bros. February 1985 - June 1987
Damson Oil Co. 1983 - 1985
E.F. HUTTON & CO. 1980 - 1983
The New York Stock Exchange 1976 - 1980
Skills
Public Relations, Investor Relations, Advertising, Compliance, Marketing Strategy, Business Strategy, Marketing Management, Strategic Planning, Product Marketing, Corporate Communications, Contract Negotiation, Securities Law, Securities Regulation, Crisis Communications, Marketing Communications, Business Planning, Start-ups, Management, Sports, Writing, Admiralty Law, Sailing, Fund Raising, Oil & Gas, Oil & Gas Marketing, Oil & Gas Law, Commodities, Derivatives, Securities, International Marketing, Editor, Management Consulting, Mergers, Fundraising, Commodity, Entrepreneurship, Marketing, Newsletters, Leadership, Social Networking, Strategy, Executive Management, Energy Industry, Team Building, Finance, Maritime Law, Market Research, Mergers & Acquisitions, Product Management, Trading
Education
Quinnipiac University School of Law 1998 — 2001
JD, Securities Regulation
University of Bridgeport 1994 — 1996
BA, English
Grier School
College Prep
Williamson & Associates, LLC January 2011 - Present
Williamson & Associates, LLC December 2008 - December 2010
Louis Dreyfus Highbridge Energy September 2006 - December 2008
Williamson & Associates, LLC September 1994 - December 2006
Citicorp June 1990 - September 1994
Coffee, Sugar & Cocoa Exchange June 1987 - May 1990
Shearson Lehman Bros. February 1985 - June 1987
Damson Oil Co. 1983 - 1985
E.F. HUTTON & CO. 1980 - 1983
The New York Stock Exchange 1976 - 1980
Skills
Public Relations, Investor Relations, Advertising, Compliance, Marketing Strategy, Business Strategy, Marketing Management, Strategic Planning, Product Marketing, Corporate Communications, Contract Negotiation, Securities Law, Securities Regulation, Crisis Communications, Marketing Communications, Business Planning, Start-ups, Management, Sports, Writing, Admiralty Law, Sailing, Fund Raising, Oil & Gas, Oil & Gas Marketing, Oil & Gas Law, Commodities, Derivatives, Securities, International Marketing, Editor, Management Consulting, Mergers, Fundraising, Commodity, Entrepreneurship, Marketing, Newsletters, Leadership, Social Networking, Strategy, Executive Management, Energy Industry, Team Building, Finance, Maritime Law, Market Research, Mergers & Acquisitions, Product Management, Trading
Education
Quinnipiac University School of Law 1998 — 2001
JD, Securities Regulation
University of Bridgeport 1994 — 1996
BA, English
Grier School
College Prep
Paul Ritter Paul Ritter's Shearson Lehman Bros. Experience January 1986 - June 1990
Job Benefit Authorizer Legal Administrative Specialist at Social Security Administration
Industry Government Administration
Experience
Social Security Administration April 2010 - Present
Verizon November 2008 - November 2009
Verizon March 2008 - November 2008
VERIZON CONSUMER SALES December 2003 - February 2008
Conectiv Communications June 2000 - December 2001
Card Values LLC August 1990 - June 2000
Shearson Lehman Bros January 1986 - June 1990
Pillsbury Corp January 1981 - January 1986
Skills
Telecommunications, Customer Service, T1, Call Center, VoIP, Team Leadership, Customer Satisfaction, Vendor Management, Team Building, Management, LAN-WAN, Microsoft Office, Project Management, Microsoft Excel, Process Improvement, Call Centers, Sales, Recruiting, Budgets, Networking, Leadership, Security, Troubleshooting, Training
Education
Rutgers University – Camden 2002 — 2004
MBA, Finance & Accounting
Dartmouth College 1976 — 1980
BA, Philosophy
Social Security Administration April 2010 - Present
Verizon November 2008 - November 2009
Verizon March 2008 - November 2008
VERIZON CONSUMER SALES December 2003 - February 2008
Conectiv Communications June 2000 - December 2001
Card Values LLC August 1990 - June 2000
Shearson Lehman Bros January 1986 - June 1990
Pillsbury Corp January 1981 - January 1986
Skills
Telecommunications, Customer Service, T1, Call Center, VoIP, Team Leadership, Customer Satisfaction, Vendor Management, Team Building, Management, LAN-WAN, Microsoft Office, Project Management, Microsoft Excel, Process Improvement, Call Centers, Sales, Recruiting, Budgets, Networking, Leadership, Security, Troubleshooting, Training
Education
Rutgers University – Camden 2002 — 2004
MBA, Finance & Accounting
Dartmouth College 1976 — 1980
BA, Philosophy
DAN MAFFETONE DAN MAFFETONE's Shearson Lehman Bros. Experience July 1986 - April 1991
Job President, OBSIDIAN INVESTMENT MANAGEMENT
Industry Investment Management
Experience
OBSIDIAN INVESTMENT MANAGEMENT January 2006 - Present
FIDELITY INVESTMENTS May 1991 - October 2005
SHEARSON LEHMAN BROS July 1986 - April 1991
U. S> Air Force June 1967 - June 1971
Skills
Retirement Planning, Portfolio Management, Investments, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, 401k
Education
Adelphi University 1981 — 1985
Bethpage 1962 — 1966
OBSIDIAN INVESTMENT MANAGEMENT January 2006 - Present
FIDELITY INVESTMENTS May 1991 - October 2005
SHEARSON LEHMAN BROS July 1986 - April 1991
U. S> Air Force June 1967 - June 1971
Skills
Retirement Planning, Portfolio Management, Investments, Retirement, Investment Advisory, Investment Strategies, Asset Management, Wealth Management, Asset Allocation, 401k
Education
Adelphi University 1981 — 1985
Bethpage 1962 — 1966
Karan Lee Wienker Karan Lee Wienker's Shearson Lehman Bros. Experience 1988 - 1990
Job Corporate, Marketing and Strategic Writing
Industry Real Estate
Experience
Freelance/ Ghost Writing January 2011 - Present
Florida Golf and Beaches, llc January 2010 - Present
The Opus 73 Group December 2011 - January 2014
Stirling Sotheby's International Realty 2006 - 2009
Vance Realty Group December 2000 - June 2006
Muse Management 1989 - 1998
Encore Media Group/The Starz Channel 1996 - 1997
Shearson Lehman Bros. 1988 - 1990
Prudential Securities 1982 - 1988
Skills
Relocation, Single Family Homes, Sellers, New Home Sales, Condos, Foreclosures, Short Sales, Investment Properties, Investors, Luxury, Relocation Buyers, SFR, ABR, Vacation Homes, Real Estate, Marketing
Education
University of California, Los Angeles 2012 — 2013
Real Estate, 4.0
Parsons School of Design 1977 — 1981
UCLA, Real Estate
Freelance/ Ghost Writing January 2011 - Present
Florida Golf and Beaches, llc January 2010 - Present
The Opus 73 Group December 2011 - January 2014
Stirling Sotheby's International Realty 2006 - 2009
Vance Realty Group December 2000 - June 2006
Muse Management 1989 - 1998
Encore Media Group/The Starz Channel 1996 - 1997
Shearson Lehman Bros. 1988 - 1990
Prudential Securities 1982 - 1988
Skills
Relocation, Single Family Homes, Sellers, New Home Sales, Condos, Foreclosures, Short Sales, Investment Properties, Investors, Luxury, Relocation Buyers, SFR, ABR, Vacation Homes, Real Estate, Marketing
Education
University of California, Los Angeles 2012 — 2013
Real Estate, 4.0
Parsons School of Design 1977 — 1981
UCLA, Real Estate
Cassius Henderson Cassius Henderson's Shearson Lehman Bros. Experience February 1985 - October 1986
Job Sr. Change Coordinator at Citigroup
Industry Financial Services
Experience
Citigroup September 2004 - Present
Salomon Smith Barney July 1994 - January 2013
Shearson Lehman Bros / American Express February 1989 - June 1996
Shearson Lehman Bros/AMEX September 1985 - January 1989
Shearson Lehman Bros February 1985 - October 1986
Skills
ITIL v3 Foundations..., IT Service Management, SharePoint, Service Delivery, Customer Service, INFOMAN, Service Now, Test Scripts, Business Analysis, Requirements Gathering, Risk Management, Technical Support, Management, Information Technology, ITIL, IT Strategy, Enterprise Architecture, Data Center, Project Portfolio...
Education
Cornell University 1992 — 1994
Certificate, Labor and Industrial Relations
Boys and Girls High School 1979 — 1982
Diploma, Business/Office Automation/Technology/Data Entry
Citigroup September 2004 - Present
Salomon Smith Barney July 1994 - January 2013
Shearson Lehman Bros / American Express February 1989 - June 1996
Shearson Lehman Bros/AMEX September 1985 - January 1989
Shearson Lehman Bros February 1985 - October 1986
Skills
ITIL v3 Foundations..., IT Service Management, SharePoint, Service Delivery, Customer Service, INFOMAN, Service Now, Test Scripts, Business Analysis, Requirements Gathering, Risk Management, Technical Support, Management, Information Technology, ITIL, IT Strategy, Enterprise Architecture, Data Center, Project Portfolio...
Education
Cornell University 1992 — 1994
Certificate, Labor and Industrial Relations
Boys and Girls High School 1979 — 1982
Diploma, Business/Office Automation/Technology/Data Entry
Bernard Hanley Bernard Hanley's Shearson Lehman Bros. Experience 1985 - 1990
Job SR.Vice President, Business Development,Outside Sales at Lamp Works
Industry Financial Services
Experience
Lamp Works May 2014 - Present
Lamp Works May 2014 - Present
R.J. O’BRIEN FUTURES April 2012 - April 2014
HEADWAY (Div. of JP Morgan) 2008 - 2012
FORTIS BANK 2005 - 2008
ABN AMRO 1996 - 2005
HARRIS BANK FUTURES 1994 - 1996
GERLDERMAN FUTURES, INC. 1990 - 1994
SHEARSON LEHMAN BROS. 1985 - 1990
CONTI COMMODITIES 1982 - 1985
Skills
Trading, Trading Systems, Options, Risk Management, Electronic Trading, Derivatives, Financial Markets, Sales, Investment Banking, Fixed Income, FX Options, Financial Futures, Leadership, Capital Markets, Bloomberg, Client Relations, Securities, FINRA, Financial/Market..., Compliance, QuickBooks
Education
Dominican University - Rosary College
Completed coursework in Business Management toward Bachelor’s degree, Business Administration and Management, General
Eastern Illinois University
None, Business Administration and Management, General
Lamp Works May 2014 - Present
Lamp Works May 2014 - Present
R.J. O’BRIEN FUTURES April 2012 - April 2014
HEADWAY (Div. of JP Morgan) 2008 - 2012
FORTIS BANK 2005 - 2008
ABN AMRO 1996 - 2005
HARRIS BANK FUTURES 1994 - 1996
GERLDERMAN FUTURES, INC. 1990 - 1994
SHEARSON LEHMAN BROS. 1985 - 1990
CONTI COMMODITIES 1982 - 1985
Skills
Trading, Trading Systems, Options, Risk Management, Electronic Trading, Derivatives, Financial Markets, Sales, Investment Banking, Fixed Income, FX Options, Financial Futures, Leadership, Capital Markets, Bloomberg, Client Relations, Securities, FINRA, Financial/Market..., Compliance, QuickBooks
Education
Dominican University - Rosary College
Completed coursework in Business Management toward Bachelor’s degree, Business Administration and Management, General
Eastern Illinois University
None, Business Administration and Management, General
David Fry David Fry's Shearson Lehman Bros. Experience 1982 - 1988
Job Founder & Publisher of ETF Digest and author of the new series, "The Best ETFs"
Industry Investment Management
Experience
ETF Digest 1999 - Present
JWH Investment Management (JWHIMI) 1997 - 1999
Fry Financial Services 1989 - 1997
Shearson Lehman Bros. 1982 - 1988
Paine Webber 1978 - 1982
Donald Sheldon & Company 1975 - 1978
Skills
ETFs, Hedge Funds, Options, Series 63, Bonds, FINRA, Asset Allocation, Portfolio Management, Fixed Income, Stock Market, Fund Of Funds, Alternative Investments, Asset Managment, Valuation, Currency, Institutional..., Series 24, Trading Systems, Private Equity, Investment Advisory, Equities, Investments, Financial Services, Equity Derivatives, Trading, Technical Analysis, Equity Trading, Institutional Investors, Online Marketing, Investment Management, Mutual Funds, Investment Strategies, Institutional, Commodity, Securities, Financial Markets, Series 7, Hedging, Corporate Finance, Equity Research, Asset Management, Funding, Stocks, Emerging Markets, Foreign Exchange, Investor Relations, Commodity Markets, Structured Products
Education
Drake University
BS, Marketing/Marketing Management, General
ETF Digest 1999 - Present
JWH Investment Management (JWHIMI) 1997 - 1999
Fry Financial Services 1989 - 1997
Shearson Lehman Bros. 1982 - 1988
Paine Webber 1978 - 1982
Donald Sheldon & Company 1975 - 1978
Skills
ETFs, Hedge Funds, Options, Series 63, Bonds, FINRA, Asset Allocation, Portfolio Management, Fixed Income, Stock Market, Fund Of Funds, Alternative Investments, Asset Managment, Valuation, Currency, Institutional..., Series 24, Trading Systems, Private Equity, Investment Advisory, Equities, Investments, Financial Services, Equity Derivatives, Trading, Technical Analysis, Equity Trading, Institutional Investors, Online Marketing, Investment Management, Mutual Funds, Investment Strategies, Institutional, Commodity, Securities, Financial Markets, Series 7, Hedging, Corporate Finance, Equity Research, Asset Management, Funding, Stocks, Emerging Markets, Foreign Exchange, Investor Relations, Commodity Markets, Structured Products
Education
Drake University
BS, Marketing/Marketing Management, General
Loida Jimenez - GRI, ABR, CIPS, e-PRO, SRES Loida Jimenez - GRI, ABR, CIPS, e-PRO, SRES's Shearson Lehman Bros. Experience January 1992 - January 1994
Job Certified International Property Specialist
Industry Real Estate
Experience
Keller Williams - NJ Metro Group June 2011 - Present
Premier Realty Professionals July 2007 - June 2011
US Census Bureau September 2009 - September 2010
RGIS July 2007 - May 2009
Realty Executives - Quality first homes June 2005 - July 2007
ERA Rizzo Realty November 2002 - May 2005
Merrill Lynch Pierce Fenner and Smith, Inc January 1998 - January 2002
Alliance Capital Management January 1994 - January 1998
Shearson Lehman Bros January 1992 - January 1994
HealthQuest January 1991 - January 1992
Skills
Real Estate, Relocation, International Real..., Short Sales, Selling, Management, Marketing, Property, Sales, Buyers, Training, e-PRO, Property Management, Listings, Real Estate Development, Commercial Real Estate, Rentals, Single Family Homes, New Home Sales, Real Estate Transactions, Real Property, Referrals, Social Networking, Buyer Representation, REO, Human Resources, First Time Home Buyers, Investors, ABR, Condos, Recruiting, Sellers, Foreclosures, Brokerage, Program Management, Analysis, Luxury, Investment Properties, Residential Homes, Investments, Townhomes
Education
our lady of good counsel 1978 — 1982
First Ave school
Rutgers University
Keller Williams - NJ Metro Group June 2011 - Present
Premier Realty Professionals July 2007 - June 2011
US Census Bureau September 2009 - September 2010
RGIS July 2007 - May 2009
Realty Executives - Quality first homes June 2005 - July 2007
ERA Rizzo Realty November 2002 - May 2005
Merrill Lynch Pierce Fenner and Smith, Inc January 1998 - January 2002
Alliance Capital Management January 1994 - January 1998
Shearson Lehman Bros January 1992 - January 1994
HealthQuest January 1991 - January 1992
Skills
Real Estate, Relocation, International Real..., Short Sales, Selling, Management, Marketing, Property, Sales, Buyers, Training, e-PRO, Property Management, Listings, Real Estate Development, Commercial Real Estate, Rentals, Single Family Homes, New Home Sales, Real Estate Transactions, Real Property, Referrals, Social Networking, Buyer Representation, REO, Human Resources, First Time Home Buyers, Investors, ABR, Condos, Recruiting, Sellers, Foreclosures, Brokerage, Program Management, Analysis, Luxury, Investment Properties, Residential Homes, Investments, Townhomes
Education
our lady of good counsel 1978 — 1982
First Ave school
Rutgers University
Lauren Englander Lauren Englander's Shearson Lehman Bros. Experience 1989 - 1992
Job Strategic UX Management Consultant
Industry Design
Experience
Englander Consulting March 2010 - Present
Freddie Mac 2008 - 2010
Freddie Mac 2004 - 2008
Q Consulting 1994 - 2004
Shearson Lehman Bros 1989 - 1992
Skills
Usability Testing, Business Strategy, User Experience, User Experience Design, Management, Leadership, Information Architecture, Executive Management, Program Management, Strategy, Team Building, User-centered Design, Project Management, Vendor Management, Integration, Training, User Interface Design, Business Analysis, Talent Management, Analysis, Human Resources, Risk Management, Budgets, Marketing, Marketing Communications
Education
Seton Hall University 1992 — 1995
M.A., Strategic Communications and Leadership
University of South Florida 1986 — 1989
B.A., Social and Behavioral Sciences & Public Administration
Post University 1984 — 1986
A.A., Marketing
Englander Consulting March 2010 - Present
Freddie Mac 2008 - 2010
Freddie Mac 2004 - 2008
Q Consulting 1994 - 2004
Shearson Lehman Bros 1989 - 1992
Skills
Usability Testing, Business Strategy, User Experience, User Experience Design, Management, Leadership, Information Architecture, Executive Management, Program Management, Strategy, Team Building, User-centered Design, Project Management, Vendor Management, Integration, Training, User Interface Design, Business Analysis, Talent Management, Analysis, Human Resources, Risk Management, Budgets, Marketing, Marketing Communications
Education
Seton Hall University 1992 — 1995
M.A., Strategic Communications and Leadership
University of South Florida 1986 — 1989
B.A., Social and Behavioral Sciences & Public Administration
Post University 1984 — 1986
A.A., Marketing
Dom Macchione Dom Macchione's Shearson Lehman Bros. Experience May 1985 - February 1986
Job Global Client Services Delivery Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2006 - Present
Hewlett-Packard November 2006 - April 2012
Intel June 2000 - November 2006
Intel May 1997 - June 2000
PaineWebber March 1996 - February 1997
Barclays de Zoette Wedd 1991 - 1996
Manufacturers Hanover Trust December 1986 - January 1991
Drexel Burnham Lambert May 1985 - December 1986
Shearson Lehman Bros. May 1985 - February 1986
Future Information Systems April 1984 - May 1985
Skills
Disaster Recovery, Pre-sales, Professional Services, Product Management, Service Delivery, Enterprise Software, Operating Systems, Security, Engineering, ITIL Service Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MIS
Hewlett-Packard April 2006 - Present
Hewlett-Packard November 2006 - April 2012
Intel June 2000 - November 2006
Intel May 1997 - June 2000
PaineWebber March 1996 - February 1997
Barclays de Zoette Wedd 1991 - 1996
Manufacturers Hanover Trust December 1986 - January 1991
Drexel Burnham Lambert May 1985 - December 1986
Shearson Lehman Bros. May 1985 - February 1986
Future Information Systems April 1984 - May 1985
Skills
Disaster Recovery, Pre-sales, Professional Services, Product Management, Service Delivery, Enterprise Software, Operating Systems, Security, Engineering, ITIL Service Strategy
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, MIS
Mike Lupidi, CPC Mike Lupidi, CPC's Shearson Lehman Bros. Experience 1987 - 1995
Job Experts in Recruiting, Background Screening & Assessment Testing Small & Medium emerging, growthoriented businesses
Industry Staffing and Recruiting
Experience
M.J. Lupidi & Associates, Inc. - HR Hiring Services 2002 - Present
Management Recruiters / Sales Consultants of Sharonville 1999 - 2002
Edward Jones 1995 - 1999
Shearson Lehman Bros 1987 - 1995
US Navy June 1973 - July 1978
Skills
Microsoft Word, Packaging, Logistics, Supply Chain, Material Handling, PLC, Materials Management, Manufacturing, Sourcing, Recruiting, Executive Search, Talent Management, Sales, Human Resources, Project Management, Product Development, Management, Negotiation, Procurement, Six Sigma, Continuous Improvement, Team Building, Operations Management, New Business Development, Engineering, Sales Management, Networking, Technical Recruiting, Lean Manufacturing, Hiring, Cross-functional Team...
Education
Xavier University 1979 — 1981
MBA, Management
United States Naval Academy 1969 — 1973
B.S., Analytical Management
M.J. Lupidi & Associates, Inc. - HR Hiring Services 2002 - Present
Management Recruiters / Sales Consultants of Sharonville 1999 - 2002
Edward Jones 1995 - 1999
Shearson Lehman Bros 1987 - 1995
US Navy June 1973 - July 1978
Skills
Microsoft Word, Packaging, Logistics, Supply Chain, Material Handling, PLC, Materials Management, Manufacturing, Sourcing, Recruiting, Executive Search, Talent Management, Sales, Human Resources, Project Management, Product Development, Management, Negotiation, Procurement, Six Sigma, Continuous Improvement, Team Building, Operations Management, New Business Development, Engineering, Sales Management, Networking, Technical Recruiting, Lean Manufacturing, Hiring, Cross-functional Team...
Education
Xavier University 1979 — 1981
MBA, Management
United States Naval Academy 1969 — 1973
B.S., Analytical Management
Tom Masterson Tom Masterson's Shearson Lehman Bros. Experience 1992 - 1994
Job Managing Director at Lifetech Capital
Industry Investment Banking
Experience
Lifetech Capital April 2012 - Present
I-Bankers Securities October 2008 - March 2012
National Financial Partners 1999 - 2003
Raymond James Financial Inc. 1997 - 1999
Shearson Lehman Bros. 1992 - 1994
Skills
Private Equity, IPO, Mergers, Capital Markets, Debt, Reverse Mergers, Capital, Equity Capital Markets, Capital Raising, Mezzanine, Private Placements, Corporate Development, Equity Trading, Funding, M&A experience, Series 7, FINRA, Investments, Investment Banking, Mergers & Acquisitions, Venture Capital, Alternative Investments, LBO, Business Valuation, Investor Relations, Equity Research, Financial Structuring, Corporate Finance, Emerging Markets, Valuation, Leveraged Finance, Hedge Funds, Structured Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1986 — 1990
BS, Finance
Lifetech Capital April 2012 - Present
I-Bankers Securities October 2008 - March 2012
National Financial Partners 1999 - 2003
Raymond James Financial Inc. 1997 - 1999
Shearson Lehman Bros. 1992 - 1994
Skills
Private Equity, IPO, Mergers, Capital Markets, Debt, Reverse Mergers, Capital, Equity Capital Markets, Capital Raising, Mezzanine, Private Placements, Corporate Development, Equity Trading, Funding, M&A experience, Series 7, FINRA, Investments, Investment Banking, Mergers & Acquisitions, Venture Capital, Alternative Investments, LBO, Business Valuation, Investor Relations, Equity Research, Financial Structuring, Corporate Finance, Emerging Markets, Valuation, Leveraged Finance, Hedge Funds, Structured Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1986 — 1990
BS, Finance
Florence McCarthy's Shearson Lehman Bros. Experience 1992 - 1994
Job
Industry Nonprofit Organization Management
Experience
Holmdel School District October 2013 - Present
Children's Tumor Foundation 2005 - 2010
Hoffmann LaRoche 2000 - 2004
Independent Contractor 1999 - 2001
Smith Barney 1994 - 1998
Shearson Lehman Bros. 1992 - 1994
Citigroup 1990 - 1992
M&T Bank 1989 - 1990
Skills
Fundraising, Recruiting, Nonprofits, Personnel Management, Volunteer Management, Human Resources, Event Planning, Community Outreach
Education
Monmouth University 1986 — 1989
BA
Brookdale Community College 1984 — 1986
A.A.
St. John Vianney Hs 1980 — 1984
St. Brigid
Teachers College of Columbia University
M.A.
Holmdel School District October 2013 - Present
Children's Tumor Foundation 2005 - 2010
Hoffmann LaRoche 2000 - 2004
Independent Contractor 1999 - 2001
Smith Barney 1994 - 1998
Shearson Lehman Bros. 1992 - 1994
Citigroup 1990 - 1992
M&T Bank 1989 - 1990
Skills
Fundraising, Recruiting, Nonprofits, Personnel Management, Volunteer Management, Human Resources, Event Planning, Community Outreach
Education
Monmouth University 1986 — 1989
BA
Brookdale Community College 1984 — 1986
A.A.
St. John Vianney Hs 1980 — 1984
St. Brigid
Teachers College of Columbia University
M.A.
Nancy Krzemienski's Shearson Lehman Bros. Experience September 1985 - September 1993
Job Senior Vice President at MHA of Westchester
Industry Nonprofit Organization Management
Experience
MHA of Westchester September 1998 - Present
Shearson Lehman Bros September 1985 - September 1993
Skills
Public Speaking, Mental Health, Non-profits, Program Development, Resume Writing, Social Services, Case Managment, Staff Development, Nonprofits, Adolescents, Psychology, Psychotherapy, Community Outreach, Crisis Intervention, Social Media, Group Therapy, Treatment, Family Therapy, Project Management
Education
Long Island University, Brooklyn Campus
MBA, Organizational Behavior
Saint Francis College
BS, Business Management
MHA of Westchester September 1998 - Present
Shearson Lehman Bros September 1985 - September 1993
Skills
Public Speaking, Mental Health, Non-profits, Program Development, Resume Writing, Social Services, Case Managment, Staff Development, Nonprofits, Adolescents, Psychology, Psychotherapy, Community Outreach, Crisis Intervention, Social Media, Group Therapy, Treatment, Family Therapy, Project Management
Education
Long Island University, Brooklyn Campus
MBA, Organizational Behavior
Saint Francis College
BS, Business Management
Cid Letsinger's Shearson Lehman Bros. Experience 1984 - 1985
Job .
Industry Financial Services
Experience
Money Concepts Financial Planning Centre 2004 - August 2012
Donahue Securities, Inc 1994 - 2001
Great American Life 1993 - 1994
Tri-State Plan Adminstration 1991 - 1993
Miami Valley Pension, affiliate of NEL Agency 1988 - 1991
New England Life Agency 1985 - 1988
Shearson Lehman Bros 1984 - 1985
Frederick Rauh & Co 1981 - 1984
Arthur Andersen & Co 1978 - 1981
Education
University of Kentucky 1974 — 1978
Money Concepts Financial Planning Centre 2004 - August 2012
Donahue Securities, Inc 1994 - 2001
Great American Life 1993 - 1994
Tri-State Plan Adminstration 1991 - 1993
Miami Valley Pension, affiliate of NEL Agency 1988 - 1991
New England Life Agency 1985 - 1988
Shearson Lehman Bros 1984 - 1985
Frederick Rauh & Co 1981 - 1984
Arthur Andersen & Co 1978 - 1981
Education
University of Kentucky 1974 — 1978
Annmarie Breen's Shearson Lehman Bros. Experience 1985 - 1989
Job Project Manager/Infrastructure Service Delivery Manager at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
UBS Technical Project ManagerIBMJanuary 2006 - July 2007
Deutsche Bank 1994 - 2005
Bankers Trust 1994 - 2005
Smith Barney 1990 - 1994
Shearson 1985 - 1994
Shearson Lehman Bros. 1985 - 1989
Federal Reserve Bank of New York January 1980 - November 1985
Education
City University of New York-Hunter College
Dayne Zimmerman's Shearson Lehman Bros. Experience 1991 - 1992
Job Energy Trading
Industry Oil & Energy
Experience
Frontier Utilities February 2012 - Present
Caldwell Hereford Ranch 1992 - Present
Direct Energy November 2009 - November 2010
Direct Energy, LP October 2003 - November 2009
RWE Trading January 2002 - September 2003
PanCanadian Energy Services August 2001 - December 2001
Enron October 2000 - August 2001
First Union Securities November 1999 - October 2000
Duke Energy October 1998 - November 1999
Shearson Lehman Bros 1991 - 1992
Skills
Energy Markets, Commodity, Quantitative Finance, Financial Modeling, Derivatives, Trading, Financial Risk, Portfolio Management, Commodity Markets, Hedging, Energy, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Natural Gas, Proprietary Trading, Finance, Options, Valuation, Risk Management
Education
Mississippi State University - College of Business and Industry 1994 — 1998
MS, Finance
Millsaps College 1988 — 1991
BS, Economics
Frontier Utilities February 2012 - Present
Caldwell Hereford Ranch 1992 - Present
Direct Energy November 2009 - November 2010
Direct Energy, LP October 2003 - November 2009
RWE Trading January 2002 - September 2003
PanCanadian Energy Services August 2001 - December 2001
Enron October 2000 - August 2001
First Union Securities November 1999 - October 2000
Duke Energy October 1998 - November 1999
Shearson Lehman Bros 1991 - 1992
Skills
Energy Markets, Commodity, Quantitative Finance, Financial Modeling, Derivatives, Trading, Financial Risk, Portfolio Management, Commodity Markets, Hedging, Energy, Financial Markets, Asset Management, Financial Structuring, Structured Finance, Natural Gas, Proprietary Trading, Finance, Options, Valuation, Risk Management
Education
Mississippi State University - College of Business and Industry 1994 — 1998
MS, Finance
Millsaps College 1988 — 1991
BS, Economics
Scott Sudran's Shearson Lehman Bros. Experience January 1986 - July 1990
Job Director of Advisory Technology at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1990 - Present
Shearson Lehman Bros January 1986 - July 1990
Advanced Information Management January 1984 - January 1986
Education
Pace University
Merrill Lynch July 1990 - Present
Shearson Lehman Bros January 1986 - July 1990
Advanced Information Management January 1984 - January 1986
Education
Pace University
JONATHAN PALMER's Shearson Lehman Bros. Experience December 1989 - August 1990
Job Private Investor Financial Services Professional
Industry Financial Services
Experience
THG Inc. (The Heller Group) April 2014 - Present
Heartland Payment Systems 2003 - Present
Mission OG June 2015 - Present
Network Branded Prepaid Card Association June 2010 - June 2012
FSV Payment Systems November 2005 - September 2010
Vital Processing (Payment Processor) 1999 - 2004
CitiStreet 1996 - 1999
Barnett Banks, Inc 1990 - 1996
Shearson Lehman Bros. December 1989 - August 1990
Fidelity Bank July 1966 - April 1989
Skills
Payment Card Processing, Payments, Financial Services, Electronic Payments, Debit Cards, Payment Systems, Mobile Payments, Business Strategy, Credit Cards, E-payments, Cards, Entrepreneurship, Relationship Management, Strategic Planning, Business Development, Executive Management, Strategic Partnerships, Acquiring, Mobile Commerce, Transaction Processing, Payment Gateways
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance -- Management
LaSalle University 1966 — 1977
BS, Applied Mathematics
THG Inc. (The Heller Group) April 2014 - Present
Heartland Payment Systems 2003 - Present
Mission OG June 2015 - Present
Network Branded Prepaid Card Association June 2010 - June 2012
FSV Payment Systems November 2005 - September 2010
Vital Processing (Payment Processor) 1999 - 2004
CitiStreet 1996 - 1999
Barnett Banks, Inc 1990 - 1996
Shearson Lehman Bros. December 1989 - August 1990
Fidelity Bank July 1966 - April 1989
Skills
Payment Card Processing, Payments, Financial Services, Electronic Payments, Debit Cards, Payment Systems, Mobile Payments, Business Strategy, Credit Cards, E-payments, Cards, Entrepreneurship, Relationship Management, Strategic Planning, Business Development, Executive Management, Strategic Partnerships, Acquiring, Mobile Commerce, Transaction Processing, Payment Gateways
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance -- Management
LaSalle University 1966 — 1977
BS, Applied Mathematics
Bill McCartan's Shearson Lehman Bros. Experience 1986 - 1987
Job Director of Sales at Fenimore Asset Management, Advisor to the FAM Funds
Industry Investment Management
Experience
Fenimore Asset Management October 2009 - Present
Fenimore Asset Management December 2003 - Present
Trustco Bank April 1994 - August 2003
Adams, McEntee - Fleet Norstar 1987 - 1994
Shearson Lehman Bros. 1986 - 1987
Johnson & Johnson 1984 - 1986
Proctor and Gamble 1982 - 1984
Skills
Mutual Funds, Asset Managment, Investments, Series 63, Asset Allocation, Series 7, Equities, Fixed Income, Portfolio Management, Valuation, Due Diligence, Wealth Management, Investment Strategies, Hedge Funds, Securities, Bloomberg, Asset Management
Education
University at Albany, SUNY 1988 — 1992
M.P.A., Public Finance
Lafayette College 1978 — 1982
AB, Government & Law
Fenimore Asset Management October 2009 - Present
Fenimore Asset Management December 2003 - Present
Trustco Bank April 1994 - August 2003
Adams, McEntee - Fleet Norstar 1987 - 1994
Shearson Lehman Bros. 1986 - 1987
Johnson & Johnson 1984 - 1986
Proctor and Gamble 1982 - 1984
Skills
Mutual Funds, Asset Managment, Investments, Series 63, Asset Allocation, Series 7, Equities, Fixed Income, Portfolio Management, Valuation, Due Diligence, Wealth Management, Investment Strategies, Hedge Funds, Securities, Bloomberg, Asset Management
Education
University at Albany, SUNY 1988 — 1992
M.P.A., Public Finance
Lafayette College 1978 — 1982
AB, Government & Law
Steven Bretz's Shearson Lehman Bros. Experience 1986 - 1989
Job Partner at Clerk 123, LLC.
Industry Information Technology and Services
Experience
Clerk 123, LLC. 2012 - 2013
AMI Capital, LLC 2002 - 2011
Trading Equity, Inc. 2000 - 2002
Ameritel, Inc. 1995 - 1997
American Stock Exchange 1989 - 1995
Shearson Lehman Bros 1986 - 1989
Skills
Equities, Investment Banking, Financial Analysis, IPO, Venture Capital, Financial Reporting, Project Management, Accounting, Real Estate, Mergers & Acquisitions, Strategic Planning, Business Analysis, Capital Markets, Going Public, S-1, SEC regulations, Financial Modeling, Due Diligence, Hedge Funds, Start-ups, Finance, Corporate Development, Asset Management, Fixed Income, Strategy, Investments, Corporate Finance, Securities
Education
Lehigh University - College of Business and Economics 1979 — 1984
BSBE, Finance
Lehigh University
BSBE, Finance
Clerk 123, LLC. 2012 - 2013
AMI Capital, LLC 2002 - 2011
Trading Equity, Inc. 2000 - 2002
Ameritel, Inc. 1995 - 1997
American Stock Exchange 1989 - 1995
Shearson Lehman Bros 1986 - 1989
Skills
Equities, Investment Banking, Financial Analysis, IPO, Venture Capital, Financial Reporting, Project Management, Accounting, Real Estate, Mergers & Acquisitions, Strategic Planning, Business Analysis, Capital Markets, Going Public, S-1, SEC regulations, Financial Modeling, Due Diligence, Hedge Funds, Start-ups, Finance, Corporate Development, Asset Management, Fixed Income, Strategy, Investments, Corporate Finance, Securities
Education
Lehigh University - College of Business and Economics 1979 — 1984
BSBE, Finance
Lehigh University
BSBE, Finance
Jim Ceman's Shearson Lehman Bros. Experience March 1986 - September 1993
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 1993 - Present
Shearson Lehman Bros. March 1986 - September 1993
Deloitte Haskins & Sells August 1984 - September 1985
Education
Marquette University 1979 — 1984
Bachelor's Degree, Accounting and Finance
Marquette University High School
UBS Financial Services, Inc. September 1993 - Present
Shearson Lehman Bros. March 1986 - September 1993
Deloitte Haskins & Sells August 1984 - September 1985
Education
Marquette University 1979 — 1984
Bachelor's Degree, Accounting and Finance
Marquette University High School
Meade Sprouse's Shearson Lehman Bros. Experience 1988 - 1990
Job Senior Account Executive at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight December 1990 - Present
Skagit Valley Publishing Company March 1983 - October 1990
Shearson Lehman Bros 1988 - 1990
Skills
Social Media, Integrated Marketing, Media Buying, Mobile Marketing, Digital Marketing, Radio Advertising, Cold Calling, Commercials, Marketing Communications, Sales, Email Marketing, Advertising Sales, Social Media Marketing, Advertising, New Business Development, B2B, Lead Generation, Radio, Marketing, Salesforce.com, Online Advertising, Digital Media, Media Planning, Marketing Strategy, Account Management, Online Marketing, Public Relations, Direct Marketing, Broadcast, Television
Education
Central Washington University 1978 — 1982
BS, Accounting
Mount Vernon High School Class of 1978 1975 — 1978
Comcast Spotlight December 1990 - Present
Skagit Valley Publishing Company March 1983 - October 1990
Shearson Lehman Bros 1988 - 1990
Skills
Social Media, Integrated Marketing, Media Buying, Mobile Marketing, Digital Marketing, Radio Advertising, Cold Calling, Commercials, Marketing Communications, Sales, Email Marketing, Advertising Sales, Social Media Marketing, Advertising, New Business Development, B2B, Lead Generation, Radio, Marketing, Salesforce.com, Online Advertising, Digital Media, Media Planning, Marketing Strategy, Account Management, Online Marketing, Public Relations, Direct Marketing, Broadcast, Television
Education
Central Washington University 1978 — 1982
BS, Accounting
Mount Vernon High School Class of 1978 1975 — 1978
Mike Velasco CPA's Shearson Lehman Bros. Experience January 1988 - October 1993
Job Managing Director New Business Development / Sales at New Gate One Insurance LLC
Industry Insurance
Experience
Red Oak Capital Inc. June 2011 - Present
New Gate One Insurance Services June 2011 - June 2013
Red Oak Capital LLC November 2010 - June 2011
Evalueserve January 2009 - November 2010
Red Oak Capital LLC January 2004 - January 2009
Deutsche Bank Securities 2000 - 2004
UBS Investment Bank October 1993 - February 2000
Shearson Lehman Bros. January 1988 - October 1993
Ernst & Young July 1983 - January 1988
Skills
Hedge Funds, Mergers, Investments, Financial Services, insurance services, Equities, Insurance, Mergers & Acquisitions, Finance, Venture Capital, Banking, Derivatives, New Business Development, Due Diligence, Management, Private Equity, Portfolio Management, Financial Analysis
Education
Pace University - Lubin School of Business 1979 — 1983
BBA-CPA Accounting, CPA Preparation
Pace University-Pleasantville/Briarcliff Campus 1979 — 1983
BBA, Accounting
Red Oak Capital Inc. June 2011 - Present
New Gate One Insurance Services June 2011 - June 2013
Red Oak Capital LLC November 2010 - June 2011
Evalueserve January 2009 - November 2010
Red Oak Capital LLC January 2004 - January 2009
Deutsche Bank Securities 2000 - 2004
UBS Investment Bank October 1993 - February 2000
Shearson Lehman Bros. January 1988 - October 1993
Ernst & Young July 1983 - January 1988
Skills
Hedge Funds, Mergers, Investments, Financial Services, insurance services, Equities, Insurance, Mergers & Acquisitions, Finance, Venture Capital, Banking, Derivatives, New Business Development, Due Diligence, Management, Private Equity, Portfolio Management, Financial Analysis
Education
Pace University - Lubin School of Business 1979 — 1983
BBA-CPA Accounting, CPA Preparation
Pace University-Pleasantville/Briarcliff Campus 1979 — 1983
BBA, Accounting
David Cruickshanks's Shearson Lehman Bros. Experience 1990 - 1990
Job Marketing Director at CBS Televison Stations
Industry Broadcast Media
Experience
CBS Television Stations March 1999 - Present
Ernst-Van Praag, Inc. 1995 - 1997
Cox Communications 1993 - 1994
South Florida Business Journal 1992 - 1993
New Miami, Inc. 1991 - 1992
Florida Media Affiliates 1991 - 1991
Shearson Lehman Bros 1990 - 1990
WAZY 1985 - 1989
Skills
Advertising, Integrated Marketing, Marketing, Marketing Strategy, Digital Marketing, Social Media Marketing, Broadcast, Social Media, Television, Radio, Copywriting, Sponsorship, Video Production, Public Relations, Editing, Market Research, Broadcast Television, Strategy, Media Planning, New Media, Digital Media, Entertainment, Media Buying, Final Cut Pro, Event Planning, Competitive Analysis, Content Strategy, WordPress, Adobe Creative Suite, Facebook, Digital Strategy, Online Advertising, Email Marketing, Brand Development, Mobile Marketing, Online Marketing, Advertising Sales, Management, Marketing Communications, Leadership
Education
Emory University 2011 — 2013
Dual Certificate in Web Design/Web Master, Webmaster Certificate Program
Indiana University Bloomington 1979 — 1983
BA, Telecommunications
CBS Television Stations March 1999 - Present
Ernst-Van Praag, Inc. 1995 - 1997
Cox Communications 1993 - 1994
South Florida Business Journal 1992 - 1993
New Miami, Inc. 1991 - 1992
Florida Media Affiliates 1991 - 1991
Shearson Lehman Bros 1990 - 1990
WAZY 1985 - 1989
Skills
Advertising, Integrated Marketing, Marketing, Marketing Strategy, Digital Marketing, Social Media Marketing, Broadcast, Social Media, Television, Radio, Copywriting, Sponsorship, Video Production, Public Relations, Editing, Market Research, Broadcast Television, Strategy, Media Planning, New Media, Digital Media, Entertainment, Media Buying, Final Cut Pro, Event Planning, Competitive Analysis, Content Strategy, WordPress, Adobe Creative Suite, Facebook, Digital Strategy, Online Advertising, Email Marketing, Brand Development, Mobile Marketing, Online Marketing, Advertising Sales, Management, Marketing Communications, Leadership
Education
Emory University 2011 — 2013
Dual Certificate in Web Design/Web Master, Webmaster Certificate Program
Indiana University Bloomington 1979 — 1983
BA, Telecommunications
Rob Shick's Shearson Lehman Bros. Experience 1985 - 1992
Job Senior Vice President at Robert W. Baird
Industry Investment Management
Experience
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
Anthony Sama's Shearson Lehman Bros. Experience January 1983 - December 1990
Job Central Office Technician at Verizon Corp
Industry Telecommunications
Experience
Verizon Partner Solutions March 1991 - Present
Shearson Lehman Bros. January 1983 - December 1990
Paine Webber August 1971 - June 1983
Skills
Microsoft Excel, DS3, PowerPoint, OC3, T3, Adtran, T1, Telecommunications, VoIP, Research, Troubleshooting, Cisco Technologies, DSL, Call Center, Routers, Call Centers, Ethernet, Telephony, Customer Service, Vendor Management, Management
Education
City University of New York-John Jay College of Criminal Justice 1975 — 1982
BS, Polcie Science/Criminal Justice
City University of New York-Brooklyn College 1977 — 1979
Bachelor of Science (BS), Police Science/Criminal Justice
Verizon Partner Solutions March 1991 - Present
Shearson Lehman Bros. January 1983 - December 1990
Paine Webber August 1971 - June 1983
Skills
Microsoft Excel, DS3, PowerPoint, OC3, T3, Adtran, T1, Telecommunications, VoIP, Research, Troubleshooting, Cisco Technologies, DSL, Call Center, Routers, Call Centers, Ethernet, Telephony, Customer Service, Vendor Management, Management
Education
City University of New York-John Jay College of Criminal Justice 1975 — 1982
BS, Polcie Science/Criminal Justice
City University of New York-Brooklyn College 1977 — 1979
Bachelor of Science (BS), Police Science/Criminal Justice
Sally Church's Shearson Lehman Bros. Experience January 1982 - March 1989
Job Marketing Communication Assistant
Industry Financial Services
Experience
Aquila Group of Funds March 2002 - Present
Shearson Lehman Bros. January 1982 - March 1989
Foster & Marshall January 1978 - January 1982
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Series 65, Wealth Management, Securities, Asset Management, Investment Strategies, Bonds, Portfolio Management, Separately Managed..., Series 63
Education
Portland State University
Mathematics
Aquila Group of Funds March 2002 - Present
Shearson Lehman Bros. January 1982 - March 1989
Foster & Marshall January 1978 - January 1982
Skills
Fixed Income, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Series 65, Wealth Management, Securities, Asset Management, Investment Strategies, Bonds, Portfolio Management, Separately Managed..., Series 63
Education
Portland State University
Mathematics
Jennifer Kubasiewicz's Shearson Lehman Bros. Experience 1992 - 1996
Job Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics