Shearson Lehman Brothers
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Shearson Lehman Brothers Employees
Employee
Years
Job
Industry
Patricia Keegan Patricia Keegan's Shearson Lehman Brothers Experience July 1989 - February 1993
Job Sr. Business Systems Analyst at KeyBank
Industry Banking
Experience
KeyBank February 2001 - Present
KeyBank February 1993 - February 2001
Shearson Lehman Brothers July 1989 - February 1993
Education
Cleveland State University 1990 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cleveland State University 1980 — 1986
Bachelor of Arts, Music Performance, General
KeyBank February 2001 - Present
KeyBank February 1993 - February 2001
Shearson Lehman Brothers July 1989 - February 1993
Education
Cleveland State University 1990 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cleveland State University 1980 — 1986
Bachelor of Arts, Music Performance, General
Michael Corliss Michael Corliss's Shearson Lehman Brothers Experience May 1990 - August 1991
Job Senior Vice President, US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Brad Chalmers Brad Chalmers's Shearson Lehman Brothers Experience 1981 - 1986
Job Branch Manager, Investment Management Consultant, CFP.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC August 1986 - Present
Shearson Lehman Brothers 1981 - 1986
Skills
Investment Management, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Investment Strategies, Series 7, Securities, Fixed Annuities, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, Financial Planning
Education
Institute of Investment Management Consulting 2005 — 2006
IMC, Investment Management Consultant
College for Financial Planning 1998 — 1999
AAMS, Accredited Asset Management Specialist
College for Financial Planning 1986 — 1987
CFP, Certified Financial Planner
University of Dubuque
Bachelor's degree, Psycholgy
Raymond James Financial Services, Inc. Member FINRA/SIPC August 1986 - Present
Shearson Lehman Brothers 1981 - 1986
Skills
Investment Management, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Investment Strategies, Series 7, Securities, Fixed Annuities, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, Financial Planning
Education
Institute of Investment Management Consulting 2005 — 2006
IMC, Investment Management Consultant
College for Financial Planning 1998 — 1999
AAMS, Accredited Asset Management Specialist
College for Financial Planning 1986 — 1987
CFP, Certified Financial Planner
University of Dubuque
Bachelor's degree, Psycholgy
Carol Guttzeit (PCC, CPCC) Carol Guttzeit (PCC, CPCC)'s Shearson Lehman Brothers Experience July 1987 - August 1989
Job Director, Talent Management Denver
Industry Management Consulting
Experience
Slalom Consulting June 2010 - Present
Carol Guttzeit Coaching & Consulting February 2009 - Present
OppenheimerFunds May 2004 - January 2009
Lipper HedgeWorld October 1999 - April 2004
Shearson Lehman Brothers July 1987 - August 1989
Skills
Coaching, Strengths-Based..., Organizational..., Change Management, Organizational Change, Change Leadership, Leadership Development, Executive Coaching, Group Facilitation, Organizational..., Cultural Transformation, Employee Engagement, Emergenetics Assessment, Myers-Briggs Certified, Workshop Facilitation, Technology Needs..., MBTI, Leadership, Training, Team Building, Succession Planning, Organizational Design, Strategy, Talent Management, Consulting, Facilitation
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Ph.D., Art History
The City University of New York (Queens College) 1989 — 1991
MA, Art History
University of Wisconsin-Madison - School of Business 1986 — 1987
MA, Business / Arts Administration
Cornell University 1982 — 1986
BS, Business
Slalom Consulting June 2010 - Present
Carol Guttzeit Coaching & Consulting February 2009 - Present
OppenheimerFunds May 2004 - January 2009
Lipper HedgeWorld October 1999 - April 2004
Shearson Lehman Brothers July 1987 - August 1989
Skills
Coaching, Strengths-Based..., Organizational..., Change Management, Organizational Change, Change Leadership, Leadership Development, Executive Coaching, Group Facilitation, Organizational..., Cultural Transformation, Employee Engagement, Emergenetics Assessment, Myers-Briggs Certified, Workshop Facilitation, Technology Needs..., MBTI, Leadership, Training, Team Building, Succession Planning, Organizational Design, Strategy, Talent Management, Consulting, Facilitation
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Ph.D., Art History
The City University of New York (Queens College) 1989 — 1991
MA, Art History
University of Wisconsin-Madison - School of Business 1986 — 1987
MA, Business / Arts Administration
Cornell University 1982 — 1986
BS, Business
Glen Jaffee Glen Jaffee's Shearson Lehman Brothers Experience 1990 - 1993
Job Vice President of AlignMark, Inc | Our science helps you hire the RIGHT people…our technology makes your life easier
Industry Human Resources
Experience
AlignMark, Inc January 1995 - Present
Electronic Selection Systems 1995 - 1998
Smith Barney 1993 - 1995
Shearson Lehman Brothers 1990 - 1993
Skills
Organizational..., Talent Acquisition, Human Resources, Talent Management, Leadership, Recruiting, Management, Sales Management, Change Management, Employee Engagement, Personnel Management, Sourcing, CRM, Business Development, Program Management, Leadership Development, Sales, Real Estate, Performance Management, Human Capital Management, Talent Assessment, Marketing, Marketing Strategy
Education
Florida Southern College 1982 — 1986
Bachelor of Science (BS), Marketing Management
Florida Southern College 1982 — 1986
Bachelor’s Degree, Marketing
AlignMark, Inc January 1995 - Present
Electronic Selection Systems 1995 - 1998
Smith Barney 1993 - 1995
Shearson Lehman Brothers 1990 - 1993
Skills
Organizational..., Talent Acquisition, Human Resources, Talent Management, Leadership, Recruiting, Management, Sales Management, Change Management, Employee Engagement, Personnel Management, Sourcing, CRM, Business Development, Program Management, Leadership Development, Sales, Real Estate, Performance Management, Human Capital Management, Talent Assessment, Marketing, Marketing Strategy
Education
Florida Southern College 1982 — 1986
Bachelor of Science (BS), Marketing Management
Florida Southern College 1982 — 1986
Bachelor’s Degree, Marketing
Catherine Stephenson Catherine Stephenson's Shearson Lehman Brothers Experience 1986 - 1987
Job Practice Manager, McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company June 2013 - Present
Harvard Business School November 2012 - Present
Foote, Cone & Belding 1997 - 2006
Tokai Bank Europe, Derivatives Trading Subsidiary of Tokai Bank 1993 - 1997
Bankers Trust Company 1992 - 1993
Bankers Trust Company 1990 - 1991
Microsoft 1989 - 1989
American Express Foundation 1987 - 1988
Shearson Lehman Brothers 1986 - 1987
Shearson Lehman Brothers 1985 - 1986
Skills
Strategy, Management, Marketing Strategy, Business Strategy, New Business Development, Strategic Partnerships, Team Leadership, Competitive Analysis, Financial Analysis
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.), Decision Sciences
Edinburgh University 1983 — 1984
3rd-Year Exchange Student, Artificial Intelligence
McKinsey & Company June 2013 - Present
Harvard Business School November 2012 - Present
Foote, Cone & Belding 1997 - 2006
Tokai Bank Europe, Derivatives Trading Subsidiary of Tokai Bank 1993 - 1997
Bankers Trust Company 1992 - 1993
Bankers Trust Company 1990 - 1991
Microsoft 1989 - 1989
American Express Foundation 1987 - 1988
Shearson Lehman Brothers 1986 - 1987
Shearson Lehman Brothers 1985 - 1986
Skills
Strategy, Management, Marketing Strategy, Business Strategy, New Business Development, Strategic Partnerships, Team Leadership, Competitive Analysis, Financial Analysis
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1981 — 1985
Bachelor of Science (B.S.), Decision Sciences
Edinburgh University 1983 — 1984
3rd-Year Exchange Student, Artificial Intelligence
Felton McLaughlin Felton McLaughlin's Shearson Lehman Brothers Experience March 1984 - September 1987
Job NAI Platform Realty
Industry Real Estate
Experience
NAI Platform Realty September 2005 - Present
Multex 1994 - 2002
Disclosure Inc. 1988 - 1993
Shearson Lehman Brothers March 1984 - September 1987
Skills
Investment Properties, Real Estate Investment, Brokerage, Real Estate, Leases, Acquisitions, Real Property, Start-ups, Commercial Real Estate, Portfolio Management, Real Estate Transactions, Tenant Representation, Investments, Tenant, Location Intelligence, Venture Capital, Property Management, Investors, Finance, Real Estate Development, Buyer Representation, Disposition, Corporate Real Estate
Education
Duke University 1979 — 1983
Bachelor of Arts, Economics and History
Forsyth Country Day School 1970 — 1979
NAI Platform Realty September 2005 - Present
Multex 1994 - 2002
Disclosure Inc. 1988 - 1993
Shearson Lehman Brothers March 1984 - September 1987
Skills
Investment Properties, Real Estate Investment, Brokerage, Real Estate, Leases, Acquisitions, Real Property, Start-ups, Commercial Real Estate, Portfolio Management, Real Estate Transactions, Tenant Representation, Investments, Tenant, Location Intelligence, Venture Capital, Property Management, Investors, Finance, Real Estate Development, Buyer Representation, Disposition, Corporate Real Estate
Education
Duke University 1979 — 1983
Bachelor of Arts, Economics and History
Forsyth Country Day School 1970 — 1979
Tatiana Wells Tatiana Wells's Shearson Lehman Brothers Experience January 1987 - February 1989
Job Aflac Insurance Company
Industry Insurance
Experience
Aflac December 2011 - Present
West Contra Costa Unified School District June 2004 - January 2012
Prudential Securities February 1989 - March 1991
Shearson Lehman Brothers January 1987 - February 1989
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Research, ESL, Public Speaking, Educational Leadership, English, Higher Education, Program Development, Community Outreach, Academia, Program Evaluation, Editing, Instructional Design, Teacher Training, Fundraising, K-12, Educational Technology, Coaching, Team Building, Lesson Planning, Literacy, Microsoft Word, Teaching English as a..., Classroom Management, Workshop Facilitation, Special Education, Leadership, Student Affairs, Conflict Resolution, Leadership Development, Academic Writing, Elementary Education, Social Sciences, E-Learning, Customer Service, Career Counseling, Strategic Planning, Event Planning, Spanish, PowerPoint, Training, Microsoft Excel, Microsoft Office, Program Management, Volunteer Management, Management
Education
American University
Master of Arts (M.A.), International Relations and Affairs
UC Berkeley
Bachelor of Arts (B.A.), Political Science and Government
Aflac December 2011 - Present
West Contra Costa Unified School District June 2004 - January 2012
Prudential Securities February 1989 - March 1991
Shearson Lehman Brothers January 1987 - February 1989
Skills
Teaching, Curriculum Development, Curriculum Design, Tutoring, Research, ESL, Public Speaking, Educational Leadership, English, Higher Education, Program Development, Community Outreach, Academia, Program Evaluation, Editing, Instructional Design, Teacher Training, Fundraising, K-12, Educational Technology, Coaching, Team Building, Lesson Planning, Literacy, Microsoft Word, Teaching English as a..., Classroom Management, Workshop Facilitation, Special Education, Leadership, Student Affairs, Conflict Resolution, Leadership Development, Academic Writing, Elementary Education, Social Sciences, E-Learning, Customer Service, Career Counseling, Strategic Planning, Event Planning, Spanish, PowerPoint, Training, Microsoft Excel, Microsoft Office, Program Management, Volunteer Management, Management
Education
American University
Master of Arts (M.A.), International Relations and Affairs
UC Berkeley
Bachelor of Arts (B.A.), Political Science and Government
E. George Luckey E. George Luckey's Shearson Lehman Brothers Experience 1989 - 1997
Job V.P. Investments at Western International Securities
Industry Financial Services
Experience
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Western International Securities June 2007 - Present
Morgan Stanley 1997 - 2000
Shearson Lehman Brothers 1989 - 1997
Skills
Series 7, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Uniform Combined State..., Series 65, series 3, California Insurance..., Portfolio Management, Investment Strategies, 401k, Retirement, FINRA
Education
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Adams State University 1976 — 1981
Bachelor's degree, Cultural Anthropology
Bart Haley Bart Haley's Shearson Lehman Brothers Experience September 1993 - June 1997
Job Vice President Sales & Marketing at Kennebec Technologies
Industry Mechanical or Industrial Engineering
Experience
Kennebec Technologies July 2001 - Present
Arwood Machine Corporation June 1998 - July 2001
The Narrows Restaurant July 1997 - April 1998
Shearson Lehman Brothers September 1993 - June 1997
Dean Witter Reynolds August 1991 - August 1993
United States Air Force May 1984 - July 1991
Skills
Aviation, Aircraft, Strategic Planning, Aerospace, Sales Management, New Business Development, Negotiation, Marketing Strategy, Business Strategy, Contract Negotiation, Team Building, Customer Service, Business Development, Sales, Operations Management, Supply Chain Management, Cross-functional Team..., Product Development, Lean Manufacturing, Continuous Improvement, Six Sigma, Purchasing, Supply Chain, Pricing
Education
Campbell University 1988 — 1990
Master of Business Administration (MBA)
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
R.W. Traip Academy 1976 — 1980
Kennebec Technologies July 2001 - Present
Arwood Machine Corporation June 1998 - July 2001
The Narrows Restaurant July 1997 - April 1998
Shearson Lehman Brothers September 1993 - June 1997
Dean Witter Reynolds August 1991 - August 1993
United States Air Force May 1984 - July 1991
Skills
Aviation, Aircraft, Strategic Planning, Aerospace, Sales Management, New Business Development, Negotiation, Marketing Strategy, Business Strategy, Contract Negotiation, Team Building, Customer Service, Business Development, Sales, Operations Management, Supply Chain Management, Cross-functional Team..., Product Development, Lean Manufacturing, Continuous Improvement, Six Sigma, Purchasing, Supply Chain, Pricing
Education
Campbell University 1988 — 1990
Master of Business Administration (MBA)
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
R.W. Traip Academy 1976 — 1980
Regina Allen Regina Allen's Shearson Lehman Brothers Experience July 1986 - January 1990
Job Retired
Industry Human Resources
Experience
No longer employed January 2013 - Present
Allen Associates January 1998 - December 2012
Future Work Institute 1998 - 2008
New York Presbyterian Hospital January 1990 - January 1998
Shearson Lehman Brothers July 1986 - January 1990
CBS, Inc. August 1981 - July 1986
Skills
Organizational..., Leadership Development, Executive Coaching, Mentoring, Program Development, Career Development, Coaching, Talent Acquisition, Management, Career Counseling, Organizational..., Employee Engagement, Talent Management
Education
Columbia University in the City of New York 1968 — 1970
MS, Community Organization
The College of St. Scholastica 1961 — 1965
BA, Education
No longer employed January 2013 - Present
Allen Associates January 1998 - December 2012
Future Work Institute 1998 - 2008
New York Presbyterian Hospital January 1990 - January 1998
Shearson Lehman Brothers July 1986 - January 1990
CBS, Inc. August 1981 - July 1986
Skills
Organizational..., Leadership Development, Executive Coaching, Mentoring, Program Development, Career Development, Coaching, Talent Acquisition, Management, Career Counseling, Organizational..., Employee Engagement, Talent Management
Education
Columbia University in the City of New York 1968 — 1970
MS, Community Organization
The College of St. Scholastica 1961 — 1965
BA, Education
Brian K. Fern's Shearson Lehman Brothers Experience 1990 - 1991
Job CFO Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management, L.L.C. 2004 - 2014
GFI Management Services 2003 - 2004
CIBC World Markets 1991 - 2001
Shearson Lehman Brothers 1990 - 1991
The First Boston Corporation 1984 - 1990
Deloitte 1981 - 1984
Skills
Hedge Funds, Private Equity, Equities, Financial Modeling, Asset Managment, Investments, Mutual Funds, Portfolio Management, Trading, Risk Management, Financial Analysis, Economics, Due Diligence, Derivatives, Options, Corporate Finance, Fixed Income, Mergers, Venture Capital, Strategic Planning, Valuation, Investment Banking, Securities, Alternative Investments, Financial Services, Asset Management, Mergers & Acquisitions, Investment Management, Asset Allocation, Investment Strategies, Equity Research, Getting The Job Done, Series 7, Wealth Management, Bloomberg, Fund Of Funds, Finance, Management
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Accounting
JEC 1974 — 1977
Palisade Capital Management, L.L.C. 2004 - 2014
GFI Management Services 2003 - 2004
CIBC World Markets 1991 - 2001
Shearson Lehman Brothers 1990 - 1991
The First Boston Corporation 1984 - 1990
Deloitte 1981 - 1984
Skills
Hedge Funds, Private Equity, Equities, Financial Modeling, Asset Managment, Investments, Mutual Funds, Portfolio Management, Trading, Risk Management, Financial Analysis, Economics, Due Diligence, Derivatives, Options, Corporate Finance, Fixed Income, Mergers, Venture Capital, Strategic Planning, Valuation, Investment Banking, Securities, Alternative Investments, Financial Services, Asset Management, Mergers & Acquisitions, Investment Management, Asset Allocation, Investment Strategies, Equity Research, Getting The Job Done, Series 7, Wealth Management, Bloomberg, Fund Of Funds, Finance, Management
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Accounting
JEC 1974 — 1977
Irene Berner, CFP® CDFA™ Irene Berner, CFP® CDFA™'s Shearson Lehman Brothers Experience 1987 - 1992
Job Principal at Berner Financial Services
Industry Financial Services
Experience
Berner Financial Services January 1996 - Present
Dean Witter Reynolds Inc. 1992 - December 1995
Shearson Lehman Brothers 1987 - 1992
Education
State University of New York at New Paltz
B.S., Finance
College for Financial Planning
CFP, Financial Planning
Berner Financial Services January 1996 - Present
Dean Witter Reynolds Inc. 1992 - December 1995
Shearson Lehman Brothers 1987 - 1992
Education
State University of New York at New Paltz
B.S., Finance
College for Financial Planning
CFP, Financial Planning
Alexandra Nolan Alexandra Nolan's Shearson Lehman Brothers Experience 1982 - 1989
Job Independent Banking Professional
Industry Banking
Experience
USNY Bank September 2010 - Present
The Montclair Kimberley Academy July 2008 - June 2010
Parents Association of the Montclair Kimberley Academy July 2008 - June 2010
Time Inc. June 1989 - May 1995
Shearson Lehman Brothers 1982 - 1989
Skills
Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Leadership Development, Grant Writing, Strategic Planning, Community Outreach, Public Relations, Program Development, Research, Volunteer Management, Higher Education, Teaching, Staff Development
Education
Harvard Business School 1980 — 1982
MBA
Smith College 1974 — 1978
BA, Government
USNY Bank September 2010 - Present
The Montclair Kimberley Academy July 2008 - June 2010
Parents Association of the Montclair Kimberley Academy July 2008 - June 2010
Time Inc. June 1989 - May 1995
Shearson Lehman Brothers 1982 - 1989
Skills
Fundraising, Public Speaking, Nonprofits, Entrepreneurship, Leadership Development, Grant Writing, Strategic Planning, Community Outreach, Public Relations, Program Development, Research, Volunteer Management, Higher Education, Teaching, Staff Development
Education
Harvard Business School 1980 — 1982
MBA
Smith College 1974 — 1978
BA, Government
John Donohue, CRCP John Donohue, CRCP's Shearson Lehman Brothers Experience 1986 - 1989
Job Chief Compliance Officer at Enspire Investments
Industry Financial Services
Experience
Enspire Investments March 2015 - Present
Various BD, RIA and service providers December 2011 - Present
SunGard Capital Markets Segment, Financial Systems September 2004 - November 2011
LaBranche Structured Products 2003 - September 2004
PreferredTrade 1999 - 2002
State Street Global Markets 1998 - 1999
Fidelity Capital Markets 1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology 1989 - 1994
Shearson Lehman Brothers 1986 - 1989
Bank of America 1981 - 1986
Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance
Fordham University 1986 — 1991
economics/mathematics
Enspire Investments March 2015 - Present
Various BD, RIA and service providers December 2011 - Present
SunGard Capital Markets Segment, Financial Systems September 2004 - November 2011
LaBranche Structured Products 2003 - September 2004
PreferredTrade 1999 - 2002
State Street Global Markets 1998 - 1999
Fidelity Capital Markets 1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology 1989 - 1994
Shearson Lehman Brothers 1986 - 1989
Bank of America 1981 - 1986
Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance
Fordham University 1986 — 1991
economics/mathematics
Doug Mittelman Doug Mittelman's Shearson Lehman Brothers Experience July 1985 - February 1987
Job Independent Trader and Advisor
Industry Investment Management
Experience
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
RCW Financial & Rare Coin Wholesalers January 2013 - Present
LPL Financial July 2003 - December 2012
A.G. Edwards April 1995 - June 2003
Oppenheimer & Co. Inc. October 1987 - May 1995
Bear Stearns March 1987 - October 1987
Shearson Lehman Brothers July 1985 - February 1987
E. F. Hutton & Company April 1983 - July 1985
Eastern Capital December 1982 - May 1983
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Derivatives, Financial Markets, Strategy, Alternative Investments, Asset Management, Options, Stock Option, Futures Trading, Futures Options
Education
Tulane University - A.B. Freeman School of Business 1977 — 1978
Master of Business Administration (MBA), Business
Babson College 1976 — 1977
Bachelor of Science (B.S.), Business, Cum Laude
Penn State University 1974 — 1975
Lynn Fillmore Lynn Fillmore's Shearson Lehman Brothers Experience January 1988 - December 1992
Job BROKER / REALTOR®
Industry Real Estate
Experience
Town & Country Apollo Properties January 1992 - Present
Metro National Title January 1998 - December 1999
RE/MAX Provo Real Estate January 1992 - January 1999
Shearson Lehman Brothers January 1988 - December 1992
Morgan Stanley Smith Barney , Provo Office January 1988 - November 1992
Securities BrokerYears Employed January 1988 - January 1992
Ed Higgins Chevrolet Buick January 1986 - January 1988
Church or Jesus Christ of Latter Day SaintsYears Employed January 1979 - January 1981
Skills
Land, Purchase, Insurance, Buyer Representation, Leases, Multi-unit, Real Estate, Residential, Sellers, Asset Management, Short Sales, Investment Properties, First Time Home Buyers, Home, HUD, FHA, Refinance, Mortgage, Condos, Single Family Homes, Foreclosures, Mortgage Lending, Rentals, First Time Buyers, Loans, Property Management, Real Estate Investment, Relocation, Real Estate Transactions, Brokerage, Luxury, Dispositions, Buying, Real Estate Development, Negotiation, VA, Construction Loans, Selling, REO, Realty, Listings, Investors, Appraisals, New Home Sales, Credit, Resale, Land Development, Real Estate Finance, Investments, Construction
Education
Shearson Lehman BrothersCentury 1988 — 1992
Series 7, Commodities, Insurance, Investements & Securities
Brigham Young 1982 — 1986
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Brigham Young University 1981 — 1986
Bachelor of Arts, American Studies
Utah Valley University 1978 — 1979
Associates, General Studies
Utah Department of
Utah Division of Real
Principal Broker, Real Estate Licensed
Utah Division of Real
Town & Country Apollo Properties January 1992 - Present
Metro National Title January 1998 - December 1999
RE/MAX Provo Real Estate January 1992 - January 1999
Shearson Lehman Brothers January 1988 - December 1992
Morgan Stanley Smith Barney , Provo Office January 1988 - November 1992
Securities BrokerYears Employed January 1988 - January 1992
Ed Higgins Chevrolet Buick January 1986 - January 1988
Church or Jesus Christ of Latter Day SaintsYears Employed January 1979 - January 1981
Skills
Land, Purchase, Insurance, Buyer Representation, Leases, Multi-unit, Real Estate, Residential, Sellers, Asset Management, Short Sales, Investment Properties, First Time Home Buyers, Home, HUD, FHA, Refinance, Mortgage, Condos, Single Family Homes, Foreclosures, Mortgage Lending, Rentals, First Time Buyers, Loans, Property Management, Real Estate Investment, Relocation, Real Estate Transactions, Brokerage, Luxury, Dispositions, Buying, Real Estate Development, Negotiation, VA, Construction Loans, Selling, REO, Realty, Listings, Investors, Appraisals, New Home Sales, Credit, Resale, Land Development, Real Estate Finance, Investments, Construction
Education
Shearson Lehman BrothersCentury 1988 — 1992
Series 7, Commodities, Insurance, Investements & Securities
Brigham Young 1982 — 1986
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Brigham Young University 1981 — 1986
Bachelor of Arts, American Studies
Utah Valley University 1978 — 1979
Associates, General Studies
Utah Department of
Utah Division of Real
Principal Broker, Real Estate Licensed
Utah Division of Real
David Zimmerman's Shearson Lehman Brothers Experience January 1992 - June 1993
Job Senior Vice President, Senior Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2009 - Present
Wells Fargo Bank March 2007 - July 2009
Wells Fargo Investments September 2005 - March 2007
Wells Fargo Investments September 2004 - September 2005
Wells Fargo Bank April 2003 - September 2005
Prudential Securities January 2002 - April 2003
RBC Dain Rauscher, Inc. May 1997 - January 2002
Paine Webber, Inc. June 1993 - May 1997
Shearson Lehman Brothers January 1992 - June 1993
Shearson Lehman Brothers January 1991 - January 1992
Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services
Education
University of Virginia - Consumer Bankers Association 2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
University of Pennsylvania - The Wharton School 1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services
The American College 1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management
College for Financial Planning 1983 — 1985
CERTIFIED FINANCIAL PLANNER™
Texas Tech University 1977 — 1981
BBA, Finance & Investments
Wells Fargo Advisors, LLC July 2009 - Present
Wells Fargo Bank March 2007 - July 2009
Wells Fargo Investments September 2005 - March 2007
Wells Fargo Investments September 2004 - September 2005
Wells Fargo Bank April 2003 - September 2005
Prudential Securities January 2002 - April 2003
RBC Dain Rauscher, Inc. May 1997 - January 2002
Paine Webber, Inc. June 1993 - May 1997
Shearson Lehman Brothers January 1992 - June 1993
Shearson Lehman Brothers January 1991 - January 1992
Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services
Education
University of Virginia - Consumer Bankers Association 2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
University of Pennsylvania - The Wharton School 1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services
The American College 1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management
College for Financial Planning 1983 — 1985
CERTIFIED FINANCIAL PLANNER™
Texas Tech University 1977 — 1981
BBA, Finance & Investments
Gerard DeBenedetto Gerard DeBenedetto's Shearson Lehman Brothers Experience 1992 - 1994
Job Former CEO at An Zhong (AZ) Investment Management Shanghai
Industry Financial Services
Experience
An Zhong (AZ) Investment Management Shanghai January 2011 - May 2014
Guotai Asset Management June 2008 - January 2011
K-Channelpartners 2005 - 2008
Marsh & McLennan Securities 1999 - 2005
AIG 1994 - 1999
Shearson Lehman Brothers 1992 - 1994
Skills
Investments, CRM, Management, Risk Management, Asset Management, Equities, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Emerging Markets, Financial Analysis, Business Strategy, Fixed Income, Asset Managment, Private Equity, Hedge Funds, Greater China, China Business...
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
University of North Carolina at Greensboro 1986 — 1990
BS, Economics
HS
An Zhong (AZ) Investment Management Shanghai January 2011 - May 2014
Guotai Asset Management June 2008 - January 2011
K-Channelpartners 2005 - 2008
Marsh & McLennan Securities 1999 - 2005
AIG 1994 - 1999
Shearson Lehman Brothers 1992 - 1994
Skills
Investments, CRM, Management, Risk Management, Asset Management, Equities, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Investment Banking, Alternative Investments, Valuation, Capital Markets, Corporate Finance, Emerging Markets, Financial Analysis, Business Strategy, Fixed Income, Asset Managment, Private Equity, Hedge Funds, Greater China, China Business...
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
University of North Carolina at Greensboro 1986 — 1990
BS, Economics
HS
Cheri Mitchell's Shearson Lehman Brothers Experience November 1984 - March 1988
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup March 1988 - Present
Shearson Lehman Brothers November 1984 - March 1988
Education
Dickinson College 1980 — 1984
ba, economics
Citigroup March 1988 - Present
Shearson Lehman Brothers November 1984 - March 1988
Education
Dickinson College 1980 — 1984
ba, economics
William Louie, CISA William Louie, CISA's Shearson Lehman Brothers Experience 1982 - 1996
Job Vice President at LCG Group
Industry Financial Services
Experience
LCG Group 1998 - Present
Toys R Us 2004 - 2014
Ernst & Young 1996 - 1998
Shearson Lehman Brothers 1982 - 1996
Skills
Budgets, Windows, Research, Analysis, Auditing, Banking, Financial Analysis, Management, Project Management, Public Speaking, Strategic Planning, Business Analysis, Business Process..., Information Security, Information Technology, Financial Product..., Information Management, Internal Controls, Corporate Fraud..., Supply Chain Operations, Operating Systems, IBM iSeries, IBM Mainframe, VMS Operating System, Unix Security, Sales & Use Tax, Portfolio Management, Capital Markets, Derivatives Trading, Risk Management, Risk Assessment, E-commerce, General Ledger, Oracle E-Business Suite, Workday HR System, PeopleSoft, System Development..., System Integration..., Cyber-security, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
City University of New York-Hunter College
Bachelor's of Science, Accounting and Finance
LCG Group 1998 - Present
Toys R Us 2004 - 2014
Ernst & Young 1996 - 1998
Shearson Lehman Brothers 1982 - 1996
Skills
Budgets, Windows, Research, Analysis, Auditing, Banking, Financial Analysis, Management, Project Management, Public Speaking, Strategic Planning, Business Analysis, Business Process..., Information Security, Information Technology, Financial Product..., Information Management, Internal Controls, Corporate Fraud..., Supply Chain Operations, Operating Systems, IBM iSeries, IBM Mainframe, VMS Operating System, Unix Security, Sales & Use Tax, Portfolio Management, Capital Markets, Derivatives Trading, Risk Management, Risk Assessment, E-commerce, General Ledger, Oracle E-Business Suite, Workday HR System, PeopleSoft, System Development..., System Integration..., Cyber-security, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
City University of New York-Hunter College
Bachelor's of Science, Accounting and Finance
Paul R Misarti Paul R Misarti's Shearson Lehman Brothers Experience 1980 - 1984
Job Executive Search Consultant Sourcing & Recruiting Outstanding Professionals
Industry Human Resources
Experience
PMcareers, Inc. (www.pmcareers.com) July 2014 - Present
RedVector.com March 2012 - July 2014
PMcareers, Inc. December 2008 - March 2012
Wade Trim Group December 2007 - December 2008
Paul Misarti, Inc. November 1984 - December 2007
Technology Solutions Company 1997 - 1998
Shearson Lehman Brothers 1980 - 1984
Skills
Online Learning, Staff Development, Training, Learning Management..., Business Analysis, Deep Internet Research, Direct Recruiting, E-Learning, Start-ups, Recruiting, Leadership, Project Management, Sales, Access, Team Building, Management, Marketing, Strategy, Consulting, Market Research, Negotiation, Business Development, Competitive Analysis, Social Media, Business Planning, Human Resources, New Business Development, Temporary Placement, Interviews, CRM, Product Management, Executive Search, Sales Management, Networking, Fundraising, Contract Negotiation, Sourcing, Social Networking, Project Planning, Strategic Planning, Finance, Salesforce.com, Executive Management, Entrepreneurship, SaaS, Program Management, Talent Acquisition, Employee Training, B2B
Education
Hofstra University
Poli Sci, Pre-Law
Nassau Community College
AAS, Liberal Arts & Sciences
New York Institute of Finance
NYSE Series 7, Capital Markets, Economics
PMcareers, Inc. (www.pmcareers.com) July 2014 - Present
RedVector.com March 2012 - July 2014
PMcareers, Inc. December 2008 - March 2012
Wade Trim Group December 2007 - December 2008
Paul Misarti, Inc. November 1984 - December 2007
Technology Solutions Company 1997 - 1998
Shearson Lehman Brothers 1980 - 1984
Skills
Online Learning, Staff Development, Training, Learning Management..., Business Analysis, Deep Internet Research, Direct Recruiting, E-Learning, Start-ups, Recruiting, Leadership, Project Management, Sales, Access, Team Building, Management, Marketing, Strategy, Consulting, Market Research, Negotiation, Business Development, Competitive Analysis, Social Media, Business Planning, Human Resources, New Business Development, Temporary Placement, Interviews, CRM, Product Management, Executive Search, Sales Management, Networking, Fundraising, Contract Negotiation, Sourcing, Social Networking, Project Planning, Strategic Planning, Finance, Salesforce.com, Executive Management, Entrepreneurship, SaaS, Program Management, Talent Acquisition, Employee Training, B2B
Education
Hofstra University
Poli Sci, Pre-Law
Nassau Community College
AAS, Liberal Arts & Sciences
New York Institute of Finance
NYSE Series 7, Capital Markets, Economics
Brian Martz, CFP®, CIMA®, ADPA® Brian Martz, CFP®, CIMA®, ADPA®'s Shearson Lehman Brothers Experience 1987 - 1987
Job MartzWagner Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 1990 - Present
Wichita State University August 1990 - Present
Shearson, Lehman, Hutton 1977 - 1990
Shearson Lehman Brothers 1987 - 1987
Shearson Lehman Brothers 1987 - 1987
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Customer Service, Equities, Investment Advisory, Estate Planning, Leadership, Public Speaking, Long-term Care, Risk Management, 401k Rollovers, Insurance, Investment Management
Education
Wichita State University
Denison University
The Hun School of Princeton
Wells Fargo Advisors 1990 - Present
Wichita State University August 1990 - Present
Shearson, Lehman, Hutton 1977 - 1990
Shearson Lehman Brothers 1987 - 1987
Shearson Lehman Brothers 1987 - 1987
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Customer Service, Equities, Investment Advisory, Estate Planning, Leadership, Public Speaking, Long-term Care, Risk Management, 401k Rollovers, Insurance, Investment Management
Education
Wichita State University
Denison University
The Hun School of Princeton
Jodie-Beth Galos, Esq., SPHR Jodie-Beth Galos, Esq., SPHR's Shearson Lehman Brothers Experience 1900 - 1900
Job Galos & Associates, LLC: Human Resources Risk Management
Industry Professional Training & Coaching
Experience
Galos & Associates, LLC June 1996 - Present
Citadel School of Business Administration Mentor Association August 2011 - September 2012
Inscape Publishing 1996 - 2011
National Seminars Group 1900 - 1900
UnitedHealth Group 1900 - 1900
Smith Barney 1900 - 1900
Saks Fifth Avenue 1900 - 1900
Jackson Lewis LLP 1900 - 1900
Shearson Lehman Brothers 1900 - 1900
Skills
Leadership Development, Public Speaking, Coaching, Executive Coaching, Organizational..., Team Building, Leadership, Conflict Resolution, Non-profits, Change Management, Career Development, Performance Management, Training, Management Consulting, Employment and Labor Law, Workplace Investigation, Personal Development, Consulting, Employee Training, Time Management, Program Management, Instructional Design, Staff Development, Strategic Planning, Team Leadership, Employee Relations, Human Resources, Workshop Facilitation, Employment Law
Education
Brighton High School 1965 — 1969
Barnard College 1900 — 1900
BA
Boston University School of Law 1900 — 1900
JD
Galos & Associates, LLC June 1996 - Present
Citadel School of Business Administration Mentor Association August 2011 - September 2012
Inscape Publishing 1996 - 2011
National Seminars Group 1900 - 1900
UnitedHealth Group 1900 - 1900
Smith Barney 1900 - 1900
Saks Fifth Avenue 1900 - 1900
Jackson Lewis LLP 1900 - 1900
Shearson Lehman Brothers 1900 - 1900
Skills
Leadership Development, Public Speaking, Coaching, Executive Coaching, Organizational..., Team Building, Leadership, Conflict Resolution, Non-profits, Change Management, Career Development, Performance Management, Training, Management Consulting, Employment and Labor Law, Workplace Investigation, Personal Development, Consulting, Employee Training, Time Management, Program Management, Instructional Design, Staff Development, Strategic Planning, Team Leadership, Employee Relations, Human Resources, Workshop Facilitation, Employment Law
Education
Brighton High School 1965 — 1969
Barnard College 1900 — 1900
BA
Boston University School of Law 1900 — 1900
JD
Denise D Jacobs Denise D Jacobs's Shearson Lehman Brothers Experience 1984 - 1992
Job Senior Technical Writer at Serena Software
Industry Information Technology and Services
Experience
Serena Software June 2014 - Present
Evergreen Girls Club February 2013 - May 2014
Family Services Network of NY, Inc. (FSNNY) October 2013 - December 2013
Citi August 1984 - December 2011
Shearson Lehman Brothers 1984 - 1992
Manufactures Hanover Trust 1977 - 1984
Skills
Capacity Planning, Risk Management, Business Continuity, SDLC, Vendor Management, Disaster Recovery, Change Management, Change Control, Release Management, Technology Change..., Business Process..., Procedure Development, Procedure Manuals, Procedure Review, Software Implementation, ITIL v3 Foundations..., ITIL Service Strategy, ITIL Process..., Project Management, Project Portfolio..., Data Center, Program Management, Management, Requirements Analysis, IT Strategy, Prime Brokerage, Integration, Fixed Income, PMO, Analysis, Software Documentation, Software Project..., Business Analysis
Education
Kingsborough Community College 2013 — 2013
Certificate, Community Health Services/Liaison/CounselingHealth, A
Hunter College
Information Technology
PMI
Serena Software June 2014 - Present
Evergreen Girls Club February 2013 - May 2014
Family Services Network of NY, Inc. (FSNNY) October 2013 - December 2013
Citi August 1984 - December 2011
Shearson Lehman Brothers 1984 - 1992
Manufactures Hanover Trust 1977 - 1984
Skills
Capacity Planning, Risk Management, Business Continuity, SDLC, Vendor Management, Disaster Recovery, Change Management, Change Control, Release Management, Technology Change..., Business Process..., Procedure Development, Procedure Manuals, Procedure Review, Software Implementation, ITIL v3 Foundations..., ITIL Service Strategy, ITIL Process..., Project Management, Project Portfolio..., Data Center, Program Management, Management, Requirements Analysis, IT Strategy, Prime Brokerage, Integration, Fixed Income, PMO, Analysis, Software Documentation, Software Project..., Business Analysis
Education
Kingsborough Community College 2013 — 2013
Certificate, Community Health Services/Liaison/CounselingHealth, A
Hunter College
Information Technology
PMI
Drew Elwood Drew Elwood's Shearson Lehman Brothers Experience 1986 - 1988
Job Information Technology leader seeking new challenges
Industry Information Technology and Services
Experience
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
Scott Marra Scott Marra's Shearson Lehman Brothers Experience October 1990 - June 1992
Job Presentation / Logistics Specialist at Target
Industry Financial Services
Experience
Target February 2014 - Present
JCPenney November 2011 - November 2012
International Swaps and Derivatives Association, Inc. (ISDA) January 1997 - December 2008
Bankers Trust International January 1996 - December 1996
Shearson Lehman Brothers October 1990 - June 1992
Skills
Editing, Microsoft Word, Research, Proofreading, Adobe Design Programs, Desktop Publishing, Word Processing, Sales Presentations, Logistics
Education
Long Island City High School 1988 — 1992
City University of New York-John Jay College of Criminal Justice
Criminal Justice and Corrections
Target February 2014 - Present
JCPenney November 2011 - November 2012
International Swaps and Derivatives Association, Inc. (ISDA) January 1997 - December 2008
Bankers Trust International January 1996 - December 1996
Shearson Lehman Brothers October 1990 - June 1992
Skills
Editing, Microsoft Word, Research, Proofreading, Adobe Design Programs, Desktop Publishing, Word Processing, Sales Presentations, Logistics
Education
Long Island City High School 1988 — 1992
City University of New York-John Jay College of Criminal Justice
Criminal Justice and Corrections
Michael Malone Michael Malone's Shearson Lehman Brothers Experience December 1983 - January 1988
Job President and CEO at Comerica Securities and Insurance
Industry Financial Services
Experience
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Bill Thomas's Shearson Lehman Brothers Experience 1990 - 1993
Job SEC Intelligence: AntiMoney Laundering (AML), Securities Forensics, Due Diligence
Industry Legal Services
Experience
SEC Intelligence, LLC 2007 - Present
US Securities & Exchange Commission 1993 - 2007
United Nations 1993 - 1993
Shearson Lehman Brothers 1990 - 1993
Naval Investigative Service 1979 - 1988
Skills
AML, BSA, CAMP (AML), Norkom (AML), Excel, Securities Fraud, Microsoft Excel, Due Diligence, Finance, Bank Secrecy Act, Enterprise Risk..., Securities, Anti-corruption, Mergers, Financial Analysis, FCPA, Internal Investigations, Leadership, Auditing, Certified Fraud Examiner, Risk Management, Fraud, Internal Audit, Corporate Governance, Private Investigations, Investigation, Anti Money Laundering, Analysis, Financial Risk, FINRA, Computer Forensics, OFAC, Financial Regulation, KYC, Enforcement, Banking, Forensic Accounting, Anti-fraud, Risk Assessment, Hedge Funds, Securities Regulation, Investment Banking, Equities, Financial Services, Mergers & Acquisitions, Fraud Detection, USA PATRIOT Act, Corporate Law, Asset Managment, Operational Risk
Education
Rollins College - Crummer Graduate School of Business 1970 — 1972
MBA, Business Communications
Florida State University 1965 — 1970
BA, Criminology, Sociology, Pyschology
SEC Intelligence, LLC 2007 - Present
US Securities & Exchange Commission 1993 - 2007
United Nations 1993 - 1993
Shearson Lehman Brothers 1990 - 1993
Naval Investigative Service 1979 - 1988
Skills
AML, BSA, CAMP (AML), Norkom (AML), Excel, Securities Fraud, Microsoft Excel, Due Diligence, Finance, Bank Secrecy Act, Enterprise Risk..., Securities, Anti-corruption, Mergers, Financial Analysis, FCPA, Internal Investigations, Leadership, Auditing, Certified Fraud Examiner, Risk Management, Fraud, Internal Audit, Corporate Governance, Private Investigations, Investigation, Anti Money Laundering, Analysis, Financial Risk, FINRA, Computer Forensics, OFAC, Financial Regulation, KYC, Enforcement, Banking, Forensic Accounting, Anti-fraud, Risk Assessment, Hedge Funds, Securities Regulation, Investment Banking, Equities, Financial Services, Mergers & Acquisitions, Fraud Detection, USA PATRIOT Act, Corporate Law, Asset Managment, Operational Risk
Education
Rollins College - Crummer Graduate School of Business 1970 — 1972
MBA, Business Communications
Florida State University 1965 — 1970
BA, Criminology, Sociology, Pyschology
Paul J. McDermott's Shearson Lehman Brothers Experience December 1985 - December 1990
Job Senior Vice President, COO at Eliot Rose Asset Management, LLC
Industry Investment Management
Experience
Eliot Rose Asset Management, LLC May 2002 - Present
Barrett & Company June 1991 - May 2002
Shearson Lehman Brothers December 1985 - December 1990
Keystone Investor Resources Inc, Boston MA 1981 - 1985
Skills
Management, Account Management, Investor Relations, Financial Services, Risk Management, Hedge Fund Operations, Technology Integration, Technology Management, Relationship Management, CRM, Business Strategy
Education
Bridgewater State University 1976 — 1981
Eliot Rose Asset Management, LLC May 2002 - Present
Barrett & Company June 1991 - May 2002
Shearson Lehman Brothers December 1985 - December 1990
Keystone Investor Resources Inc, Boston MA 1981 - 1985
Skills
Management, Account Management, Investor Relations, Financial Services, Risk Management, Hedge Fund Operations, Technology Integration, Technology Management, Relationship Management, CRM, Business Strategy
Education
Bridgewater State University 1976 — 1981
Ines Montes-Stewart Ines Montes-Stewart's Shearson Lehman Brothers Experience June 1983 - June 1985
Job Vice President, Senior Organization Development Consultant of CLG Diversity and Inclusion at Wells Fargo
Industry Real Estate
Experience
Wells Fargo March 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Home Mortgage November 2007 - March 2014
Wells Fargo Home Mortgage August 1997 - August 2007
Golden State Mortgage 1995 - 1997
Standard Mortgage Company July 1985 - August 1995
Shearson Lehman Brothers June 1983 - June 1985
Skills
Mortgage Lending, Leadership, Mortgage Servicing, Loss Mitigation, Strategy, Diversity and Inclusion, Inclusive leadership..., Cultural Awareness, Loan Servicing, Diversity Champion, Default, Portfolio Management, Banking, Consumer Lending, Risk Management, Loans, Credit, Mortgage Banking, Real Estate, Strategic Planning, Loan Origination, Underwriting, FHA, Credit Analysis
Education
California State University-San Bernardino 2011 — 2012
MBA, Masters for Executives - Business Administration
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
BA, Business Administration and Management
California State University-San Bernardino 1998 — 1999
Paralegal Certificate, Paralegal
Wells Fargo March 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Home Mortgage November 2007 - March 2014
Wells Fargo Home Mortgage August 1997 - August 2007
Golden State Mortgage 1995 - 1997
Standard Mortgage Company July 1985 - August 1995
Shearson Lehman Brothers June 1983 - June 1985
Skills
Mortgage Lending, Leadership, Mortgage Servicing, Loss Mitigation, Strategy, Diversity and Inclusion, Inclusive leadership..., Cultural Awareness, Loan Servicing, Diversity Champion, Default, Portfolio Management, Banking, Consumer Lending, Risk Management, Loans, Credit, Mortgage Banking, Real Estate, Strategic Planning, Loan Origination, Underwriting, FHA, Credit Analysis
Education
California State University-San Bernardino 2011 — 2012
MBA, Masters for Executives - Business Administration
California State University-San Bernardino - College of Business and Public Administration 1998 — 2001
BA, Business Administration and Management
California State University-San Bernardino 1998 — 1999
Paralegal Certificate, Paralegal
Matthew Zahn Matthew Zahn's Shearson Lehman Brothers Experience March 1989 - June 1994
Job Sales manager spectrum Quartz
Industry Building Materials
Experience
Spectrum Quartz May 2015 - Present
Wilsonart International September 2006 - May 2015
Suffolk satellite January 1995 - August 2006
Shearson Lehman Brothers March 1989 - June 1994
Skills
Sales Management, Account Management, Sales Operations, Sales, Pricing, Purchasing, Key Account Management, Team Building, Contract Negotiation, New Business Development, Marketing Strategy, Customer Service, Product Development, Building Materials, Negotiation, Strategic Planning, Budgets, Business Development, B2B
Education
Dowling College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Suffolk County Community College 1980 — 1982
Associate's degree, Accounting
Sachem high school 1975 — 1979
High school diploma, Accounting
Spectrum Quartz May 2015 - Present
Wilsonart International September 2006 - May 2015
Suffolk satellite January 1995 - August 2006
Shearson Lehman Brothers March 1989 - June 1994
Skills
Sales Management, Account Management, Sales Operations, Sales, Pricing, Purchasing, Key Account Management, Team Building, Contract Negotiation, New Business Development, Marketing Strategy, Customer Service, Product Development, Building Materials, Negotiation, Strategic Planning, Budgets, Business Development, B2B
Education
Dowling College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Accounting
Suffolk County Community College 1980 — 1982
Associate's degree, Accounting
Sachem high school 1975 — 1979
High school diploma, Accounting
Tracey Mattondo Tracey Mattondo's Shearson Lehman Brothers Experience June 1988 - November 1990
Job Account Manager at Quality Building Services
Industry Primary/Secondary Education
Experience
Quality Building Services 2014 - Present
Massapequa school district September 2008 - Present
Barry and Florence Friedberg JCC (Bellmore Rec Program) July 2010 - August 2013
Homemaker and Private Childcare Provider December 1990 - May 2008
Lutheran Church of the Redeemer August 1996 - May 1998
Shearson Lehman Brothers June 1988 - November 1990
Greyside Realty Corporation July 1986 - June 1988
EF Hutton August 1983 - July 1986
Skills
Continuing education..., Applied Behavior..., Interviewing, hiring,..., Administration and..., Staff Development, Leadership, Classroom, Childcare, Marketing, Teaching, Interviews, Administration, Human Resources, Customer Service, Budgets, Special Education, Tutoring, Curriculum Design, Curriculum Development
Education
Adelphi University 1981 — 1983
Bachelor of Business Administration (BBA), Business
Nassau Community College 1979 — 1981
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Quality Building Services 2014 - Present
Massapequa school district September 2008 - Present
Barry and Florence Friedberg JCC (Bellmore Rec Program) July 2010 - August 2013
Homemaker and Private Childcare Provider December 1990 - May 2008
Lutheran Church of the Redeemer August 1996 - May 1998
Shearson Lehman Brothers June 1988 - November 1990
Greyside Realty Corporation July 1986 - June 1988
EF Hutton August 1983 - July 1986
Skills
Continuing education..., Applied Behavior..., Interviewing, hiring,..., Administration and..., Staff Development, Leadership, Classroom, Childcare, Marketing, Teaching, Interviews, Administration, Human Resources, Customer Service, Budgets, Special Education, Tutoring, Curriculum Design, Curriculum Development
Education
Adelphi University 1981 — 1983
Bachelor of Business Administration (BBA), Business
Nassau Community College 1979 — 1981
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Dean S. Bennion Dean S. Bennion's Shearson Lehman Brothers Experience April 1989 - April 1995
Job Managing Partner at Kimball Creek Partners
Industry Investment Management
Experience
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Harry Turkish Harry Turkish's Shearson Lehman Brothers Experience September 1989 - March 1992
Job Senior Portfolio Manager at Fall Creek Management
Industry Investment Management
Experience
Fall Creek Management March 1992 - Present
Shearson Lehman Brothers September 1989 - March 1992
Skills
Series 7, Asset Managment, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Trading, Mutual Funds, Investments, Asset Allocation, Capital Markets, Equity Trading, Portfolio Management, Financial Markets, Equity Research, Private Equity, Equities, Securities
Education
NY Institute of Finance 2006 — 2006
CMT
Cornell University 1987 — 1989
Bachelor of Science
Shore Regional 1985 — 1987
Ramaz
Fall Creek Management March 1992 - Present
Shearson Lehman Brothers September 1989 - March 1992
Skills
Series 7, Asset Managment, Bloomberg, Fixed Income, Hedge Funds, Derivatives, Trading, Mutual Funds, Investments, Asset Allocation, Capital Markets, Equity Trading, Portfolio Management, Financial Markets, Equity Research, Private Equity, Equities, Securities
Education
NY Institute of Finance 2006 — 2006
CMT
Cornell University 1987 — 1989
Bachelor of Science
Shore Regional 1985 — 1987
Ramaz
David Zimansky David Zimansky's Shearson Lehman Brothers Experience September 1987 - March 1990
Job Career Investment Professional
Industry Financial Services
Experience
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
--Independent February 2012 - Present
Wells Fargo Advisors, LLC June 2010 - January 2012
Jefferies & Company, Inc. November 1996 - March 2006
Securities Management & Research, Inc. December 1990 - October 1996
Shearson Lehman Brothers September 1987 - March 1990
The First Boston Corporation January 1986 - August 1987
Goldman Sachs June 1982 - January 1986
Skills
Portfolio Management, Sales and Business..., Client Services, Equity Research, Mutual Funds, Financial Services, Series 7, Equities, Equity Trading, Securities, Hedge Funds, Investment Advisory, Bloomberg, Trading, Series 63, Mergers, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Wealth Management, Investments, Asset Managment
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Finance, International Economics
Harvard University 1973 — 1978
AB, Magna Cum Laude with Highest Honors, History
Lawrence Rudolph Lawrence Rudolph's Shearson Lehman Brothers Experience September 1984 - September 1995
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Wells Fargo Advisors July 2014 - Present
Morgan Stanley Smith Barney September 2006 - July 2014
UBS financial services September 2001 - September 2006
Merrill Lynch September 1995 - September 2000
Shearson Lehman Brothers September 1984 - September 1995
Skills
Retirement Planning, Series 7, Wealth Management, Asset Management, Investments, Series 63, Alternative Investments, Mutual Funds, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Securities
Education
College for Financial Planning 2009 — 2010
crps, retirement planning
none 1986 — 1989
University of Hartford 1979 — 1983
bs, finance/insurance
scranton central high school 1976 — 1979
Meredith Kennedy Meredith Kennedy's Shearson Lehman Brothers Experience January 1991 - June 1993
Job Creative Director
Industry Marketing and Advertising
Thomas Conidi Thomas Conidi's Shearson Lehman Brothers Experience March 1986 - November 1989
Job Vice President Investment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 1995 - Present
Merrill Lynch April 1994 - August 1995
Continental Bank November 1989 - April 1994
Shearson Lehman Brothers March 1986 - November 1989
Revlon October 1982 - March 1986
Skills
Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Educational Planning, Estate Investment..., Multi-Generational..., 401(k) Rollovers, Business Owner Planning, Retirement Plan...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Illinois at Chicago 1977 — 1981
BS, Finance
Wells Fargo Advisors, LLC August 1995 - Present
Merrill Lynch April 1994 - August 1995
Continental Bank November 1989 - April 1994
Shearson Lehman Brothers March 1986 - November 1989
Revlon October 1982 - March 1986
Skills
Financial Services, Retirement Planning, Asset Allocation, Investment Strategies, Educational Planning, Estate Investment..., Multi-Generational..., 401(k) Rollovers, Business Owner Planning, Retirement Plan...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance
University of Illinois at Chicago 1977 — 1981
BS, Finance
Lynette Sasso Twedt, CFP(R) Lynette Sasso Twedt, CFP(R)'s Shearson Lehman Brothers Experience August 1984 - July 1989
Job High Net Worth Associate Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Fidelity Investments August 2014 - Present
Lockton Companies July 2010 - April 2013
LT Wealth Advisors August 2009 - July 2010
AIM Investments May 1991 - June 2008
Merrill Lynch August 1989 - December 1990
Shearson Lehman Brothers August 1984 - July 1989
Skills
Professional Services, Investment Advisory, Series 7, Series 63, Fixed Annuities, Securities, Multilingual, Business Relationship..., Investment Management, Investments, Mutual Funds, Alternative Investments, Campaigns, Series 6, Asset Allocation, Spanish, Retirement Planning, Sales, Financial Advisory, Finance, 401k, Retirement, Wealth Management
Education
College for Financial Planning 2008 — 2009
Graduate, Financial Planning
The University of Texas at Austin 1983 — 1988
BBA, Finance
Craig Chase Craig Chase's Shearson Lehman Brothers Experience February 1971 - August 1993
Job AFLAC Special Projects Coordinator
Industry Insurance
Experience
Aflac December 2008 - Present
GUIDELINE Inc. June 1997 - July 2008
FIND/SVP Inc. June 1997 - July 2008
FIND/SVP, Inc. (NASDAQ:FSVP) 1994 - 1996
Shearson Lehman Brothers. February 1971 - August 1993
Skills
Market Research, Sales, Management, Budgets, Strategic Planning, Telecommunications, Project Management, Marketing Strategy, Strategy, Contract Negotiation, Negotiation, Competitive Analysis, Marketing, Analysis, Business Strategy, Social Media, Customer Service, Project Planning, CRM, Account Management, Business Development, Data Analysis, Leadership, Team Building, Process Improvement, Management Consulting, New Business Development, Business Analysis
Education
Cornell University 1991 — 1992
University at Work Program
Aflac December 2008 - Present
GUIDELINE Inc. June 1997 - July 2008
FIND/SVP Inc. June 1997 - July 2008
FIND/SVP, Inc. (NASDAQ:FSVP) 1994 - 1996
Shearson Lehman Brothers. February 1971 - August 1993
Skills
Market Research, Sales, Management, Budgets, Strategic Planning, Telecommunications, Project Management, Marketing Strategy, Strategy, Contract Negotiation, Negotiation, Competitive Analysis, Marketing, Analysis, Business Strategy, Social Media, Customer Service, Project Planning, CRM, Account Management, Business Development, Data Analysis, Leadership, Team Building, Process Improvement, Management Consulting, New Business Development, Business Analysis
Education
Cornell University 1991 — 1992
University at Work Program
LeRoy Shepherd's Shearson Lehman Brothers Experience August 1991 - November 1994
Job Compliance Director at JPMorgan Chase & Co.
Industry Banking
Experience
J.P. Morgan October 2007 - Present
New York Stock Exchange February 2000 - October 2007
New York Stock Exchange July 1998 - February 2000
New York Stock Exchange November 1994 - July 1998
Shearson Lehman Brothers August 1991 - November 1994
Skills
Banking, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Regulatory Compliance
Education
New York University
Diploma in Paralegal Studies, Legal Assistant/Paralegal
Pensacola Christian College
Bachelor's Degree, Business Administration and Management, General
Columbia University in the City of New York
Certificate - Managing Information Systems, Management Information Systems, General
J.P. Morgan October 2007 - Present
New York Stock Exchange February 2000 - October 2007
New York Stock Exchange July 1998 - February 2000
New York Stock Exchange November 1994 - July 1998
Shearson Lehman Brothers August 1991 - November 1994
Skills
Banking, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Regulatory Compliance
Education
New York University
Diploma in Paralegal Studies, Legal Assistant/Paralegal
Pensacola Christian College
Bachelor's Degree, Business Administration and Management, General
Columbia University in the City of New York
Certificate - Managing Information Systems, Management Information Systems, General
Heidi Isaacson Eby Heidi Isaacson Eby's Shearson Lehman Brothers Experience October 1987 - September 1989
Job School Board Director at Derry Township School District
Industry Accounting
Experience
Bull'sEye "A Target Marketing Group" February 2015 - Present
Ty Eby Real Estate Appraisals January 2011 - Present
Arbonne International September 2009 - September 2010
JC Hess Ford, Inc. September 1989 - August 1990
Shearson Lehman Brothers October 1987 - September 1989
Shearson Lehman Brothers August 1985 - February 1988
Skills
Real Estate, Selling, Sales, Public Speaking, Leadership, First Time Home Buyers, Sellers
Education
Dickinson College 1981 — 1985
Bachelor of Arts (BA), Economics
Millburn High School 1978 — 1981
Bull'sEye "A Target Marketing Group" February 2015 - Present
Ty Eby Real Estate Appraisals January 2011 - Present
Arbonne International September 2009 - September 2010
JC Hess Ford, Inc. September 1989 - August 1990
Shearson Lehman Brothers October 1987 - September 1989
Shearson Lehman Brothers August 1985 - February 1988
Skills
Real Estate, Selling, Sales, Public Speaking, Leadership, First Time Home Buyers, Sellers
Education
Dickinson College 1981 — 1985
Bachelor of Arts (BA), Economics
Millburn High School 1978 — 1981
Thomas Duffin's Shearson Lehman Brothers Experience February 1988 - February 1990
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Wells Fargo Advisors, LLC September 1998 - Present
Prudential Securities October 1994 - September 1998
Dean Witter February 1990 - September 1994
Shearson Lehman Brothers February 1988 - February 1990
WH Newbolds April 1986 - February 1988
Skills
Financial Advisory, Financial Services, Retirement, Retirement Planning, Financial guidance, 401(k) Rollovers, Asset Allocation, Estate Investment..., domestic partnership..., Investment Planning, Investment Strategies, Mutual Funds, Strategic Planning, Securities, Stock Analysis, Fixed-Income Strategies, Insurance, Tax-efficient Strategies
Education
Bryn Mawr College 2003 — 2010
Doctor of Philosophy (Ph.D.), Social Work
Bryn Mawr College 2001 — 2003
Master of Law and Social Policy, Social Work
Villanova University 1993 — 1996
Master of Science (M.S.), Psychology
Villanova University 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Saint Joseph's Prep 1974 — 1978
Philip Dwyer Philip Dwyer's Shearson Lehman Brothers Experience June 1986 - July 1987
Job Owner, PJD Corporate Realty
Industry Real Estate
Experience
PJD Corporate Realty May 1993 - Present
CPC Baker Harris February 1991 - May 1993
VMS Realty Partners 1988 - 1990
Avis Budget Group EMEA July 1987 - July 1988
Shearson Lehman Brothers June 1986 - July 1987
PaineWebber August 1983 - June 1986
Skills
Real Estate Transactions, Non-profits, Disposition, Real Estate Economics, Commercial Real Estate, Landlord, Tenant, Investment Properties, Corporate Real Estate, Location Intelligence, Negotiation, Contract Negotiation, Due Diligence, Brokerage, Real Estate Development, Acquisitions, Asset Management, Landlords, Foreclosures, Valuation, Financial Analysis, Real Property, Nonprofits, Residential Homes, Mergers & Acquisitions, Portfolio Management, Management, Finance, Property Management, Budgets, Marketing, Lease Administration, Lease Negotiations, Analysis, Dispositions, Real Estate, Leases, Strategic Planning
Education
Brooklyn Law School 1980 — 1983
J.D., Law
Fordham University 1976 — 1980
B.A., Political Science
The Loyola School
PJD Corporate Realty May 1993 - Present
CPC Baker Harris February 1991 - May 1993
VMS Realty Partners 1988 - 1990
Avis Budget Group EMEA July 1987 - July 1988
Shearson Lehman Brothers June 1986 - July 1987
PaineWebber August 1983 - June 1986
Skills
Real Estate Transactions, Non-profits, Disposition, Real Estate Economics, Commercial Real Estate, Landlord, Tenant, Investment Properties, Corporate Real Estate, Location Intelligence, Negotiation, Contract Negotiation, Due Diligence, Brokerage, Real Estate Development, Acquisitions, Asset Management, Landlords, Foreclosures, Valuation, Financial Analysis, Real Property, Nonprofits, Residential Homes, Mergers & Acquisitions, Portfolio Management, Management, Finance, Property Management, Budgets, Marketing, Lease Administration, Lease Negotiations, Analysis, Dispositions, Real Estate, Leases, Strategic Planning
Education
Brooklyn Law School 1980 — 1983
J.D., Law
Fordham University 1976 — 1980
B.A., Political Science
The Loyola School
Norman Lee, AIA Norman Lee, AIA's Shearson Lehman Brothers Experience April 1987 - July 1993
Job Experienced Corporate Architect|Space Planner|IWMS / AutoCad Manager|Facilities and Project Management
Industry Architecture & Planning
Experience
Jones Lang LaSalle January 2015 - Present
Jones Lang LaSalle July 2013 - January 2015
Citi April 2002 - November 2012
Smith Barney April 1993 - April 2002
Shearson Lehman Brothers April 1987 - July 1993
E. F. Hutton November 1983 - April 1987
Skills
Space planning, Project Planning, Project Management, Construction Management, Space-planning, AutoCAD, LEED AP, Archibus, FM: Systems, Construction, Facilities Management, Team Building, Management, Interior Architecture, Occupancy Planning, CAFM, Microsoft Office, Leadership, Analytical Skills, Data Center, Architecture, Vendor Management, Problem Solver, Analytical, Architectural Planning, Site Planning, Move Coordination
Education
City University of New York City College
Bachelor's of Science, Architecture
Jones Lang LaSalle January 2015 - Present
Jones Lang LaSalle July 2013 - January 2015
Citi April 2002 - November 2012
Smith Barney April 1993 - April 2002
Shearson Lehman Brothers April 1987 - July 1993
E. F. Hutton November 1983 - April 1987
Skills
Space planning, Project Planning, Project Management, Construction Management, Space-planning, AutoCAD, LEED AP, Archibus, FM: Systems, Construction, Facilities Management, Team Building, Management, Interior Architecture, Occupancy Planning, CAFM, Microsoft Office, Leadership, Analytical Skills, Data Center, Architecture, Vendor Management, Problem Solver, Analytical, Architectural Planning, Site Planning, Move Coordination
Education
City University of New York City College
Bachelor's of Science, Architecture
Robert Friedenberg Robert Friedenberg's Shearson Lehman Brothers Experience May 1985 - May 1987
Job CEO, Xeelee Group LLC
Industry Management Consulting
Experience
Xeelee Group LLC June 2002 - Present
Salient Federal Solutions/Salient Commercial Solutions June 2012 - November 2013
Secure Mission Solutions, Inc. February 2010 - June 2011
Equient, a Veridian Company February 1998 - June 2002
Thomson Technology Consulting Group March 1996 - December 1997
Technology Solutions Company August 1994 - February 1996
Inference Corporation May 1990 - August 1994
Coopers & Lybrand June 1988 - May 1990
Hi Tech Venture Consultants, Inc. May 1987 - June 1988
Shearson Lehman Brothers May 1985 - May 1987
Skills
IT Strategy, Integration, Program Management, Strategy, Enterprise Software, SDLC, Process Improvement, Management Consulting, Management, Strategic Planning, Executive Management, Business Analysis, Leadership, Security, Start-ups, Agile Methodologies, Requirements Analysis, Project Management, Governance, Consulting, Business Strategy, IT Management, Software Development, Software Project..., Cloud Computing, Entrepreneurship, Proposal Writing, Executive Development, Information Assurance, Systems Engineering, Information Security, Product Management, Product Development, Analysis, Security Clearance, SaaS, Mergers & Acquisitions, Risk Management, Testing, System Architecture, Cross-functional Team..., Information Technology, ITIL, CMMI, Business Intelligence, Information Security...
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
M.B.A.
Case Western Reserve University 1973 — 1976
Ph.D.
Case Western Reserve University 1970 — 1973
B.S.
Xeelee Group LLC June 2002 - Present
Salient Federal Solutions/Salient Commercial Solutions June 2012 - November 2013
Secure Mission Solutions, Inc. February 2010 - June 2011
Equient, a Veridian Company February 1998 - June 2002
Thomson Technology Consulting Group March 1996 - December 1997
Technology Solutions Company August 1994 - February 1996
Inference Corporation May 1990 - August 1994
Coopers & Lybrand June 1988 - May 1990
Hi Tech Venture Consultants, Inc. May 1987 - June 1988
Shearson Lehman Brothers May 1985 - May 1987
Skills
IT Strategy, Integration, Program Management, Strategy, Enterprise Software, SDLC, Process Improvement, Management Consulting, Management, Strategic Planning, Executive Management, Business Analysis, Leadership, Security, Start-ups, Agile Methodologies, Requirements Analysis, Project Management, Governance, Consulting, Business Strategy, IT Management, Software Development, Software Project..., Cloud Computing, Entrepreneurship, Proposal Writing, Executive Development, Information Assurance, Systems Engineering, Information Security, Product Management, Product Development, Analysis, Security Clearance, SaaS, Mergers & Acquisitions, Risk Management, Testing, System Architecture, Cross-functional Team..., Information Technology, ITIL, CMMI, Business Intelligence, Information Security...
Education
New York University - Leonard N. Stern School of Business 1979 — 1982
M.B.A.
Case Western Reserve University 1973 — 1976
Ph.D.
Case Western Reserve University 1970 — 1973
B.S.
Bart Miller, CFA Bart Miller, CFA's Shearson Lehman Brothers Experience 1989 - 1991
Job Managing Director, Liquidity & Funding Management at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank January 2015 - Present
Federal Reserve Bank of Chicago 2001 - January 2015
Federal Reserve Bank of Boston 1996 - 2001
Shearson Lehman Brothers 1989 - 1991
Skills
Interest Rate Risk..., Credit Risk, Liquidity Risk
Education
CFA Institute
CFA
Brandeis University 1993 — 1995
MA, International Economics & Finance
Goshen College 1985 — 1989
BA, Economics
BMO Harris Bank January 2015 - Present
Federal Reserve Bank of Chicago 2001 - January 2015
Federal Reserve Bank of Boston 1996 - 2001
Shearson Lehman Brothers 1989 - 1991
Skills
Interest Rate Risk..., Credit Risk, Liquidity Risk
Education
CFA Institute
CFA
Brandeis University 1993 — 1995
MA, International Economics & Finance
Goshen College 1985 — 1989
BA, Economics
Andrew Donaghue's Shearson Lehman Brothers Experience September 1990 - March 1992
Job Independent Transportation/Trucking/Railroad Professional
Industry Transportation/Trucking/Railroad
Experience
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
A.F. Donaghue & Co. Inc. February 2009 - Present
Fidelity Investments December 2007 - February 2009
Donaghue Construction Corporation September 2000 - October 2007
Wash Depot Holdings August 1997 - September 2000
Dickinson & Company December 1994 - August 1997
Donaghue & Co. Inc August 1993 - December 1993
Gruntal & Company April 1992 - January 1993
Shearson Lehman Brothers September 1990 - March 1992
Donaghue Construction Corporation June 1985 - July 1990
Education
Bentley University 1990 — 1990
none, Finance
Corbin Kohn's Shearson Lehman Brothers Experience April 1992 - March 1995
Job Owner, Newton Dog Walking Inc.
Industry Consumer Services
Experience
Newton Dog Walking Inc. September 2002 - Present
Ask Jeeves May 2000 - June 2002
Mothernature.com September 1999 - May 2000
Gruntal & Company March 1995 - September 1999
Shearson Lehman Brothers April 1992 - March 1995
Skills
Start-ups, Entrepreneurship, New Business Development, Small Business, Social Media Marketing, Online Marketing, Marketing, Social Media, Customer Service, Strategy, Marketing Strategy, Sales, Project Management, Management, Strategic Planning
Education
Boston University Questrom School of Business 1986 — 1990
BS, Business Administration
Newton Dog Walking Inc. September 2002 - Present
Ask Jeeves May 2000 - June 2002
Mothernature.com September 1999 - May 2000
Gruntal & Company March 1995 - September 1999
Shearson Lehman Brothers April 1992 - March 1995
Skills
Start-ups, Entrepreneurship, New Business Development, Small Business, Social Media Marketing, Online Marketing, Marketing, Social Media, Customer Service, Strategy, Marketing Strategy, Sales, Project Management, Management, Strategic Planning
Education
Boston University Questrom School of Business 1986 — 1990
BS, Business Administration
AMY AUBRY AMY AUBRY's Shearson Lehman Brothers Experience February 1992 - June 1994
Job Payroll Administrator & Accounts Payable, J&J Telecommunications, Inc.
Industry Telecommunications
Experience
J&J Telecommunications, Inc. October 2008 - Present
A.G. Edwards & Sons, Inc. June 1994 - August 1996
Shearson Lehman Brothers February 1992 - June 1994
Skills
Accounts Payable, Accounts Receivable, Excel, Accounting, Billing, Microsoft Office, Word, Customer Service, Quickbooks, General Ledger, Invoicing, Outlook, Budgeting, Reconciliation, Payroll, Inventory Management, Financial Reporting, Data Entry, Account Reconciliation, Spreadsheets, Purchasing, Payroll Processing, Bookkeeping, Trend Analysis, Microsoft Word, Management, Microsoft Excel, Budgets, Leadership, Account Management, Team Building, Petty Cash, Invoice Processing, Team Leadership, Journal Entries, Bank Reconciliation, Peachtree, Great Plains Software, Cash Receipts, 10 Key, ADP Payroll, Expenses, Expense Reports, Balance, Cash, New Business Development, Direct Sales, Sales
Education
University of Houston 2001 — 2006
MUSIC PERFORMANCE
Galveston College 2000 — 2001
Certified Nurses Aide, Nursing Assistant/Aide and Patient Care Assistant/Aide, CNA Certification
J&J Telecommunications, Inc. October 2008 - Present
A.G. Edwards & Sons, Inc. June 1994 - August 1996
Shearson Lehman Brothers February 1992 - June 1994
Skills
Accounts Payable, Accounts Receivable, Excel, Accounting, Billing, Microsoft Office, Word, Customer Service, Quickbooks, General Ledger, Invoicing, Outlook, Budgeting, Reconciliation, Payroll, Inventory Management, Financial Reporting, Data Entry, Account Reconciliation, Spreadsheets, Purchasing, Payroll Processing, Bookkeeping, Trend Analysis, Microsoft Word, Management, Microsoft Excel, Budgets, Leadership, Account Management, Team Building, Petty Cash, Invoice Processing, Team Leadership, Journal Entries, Bank Reconciliation, Peachtree, Great Plains Software, Cash Receipts, 10 Key, ADP Payroll, Expenses, Expense Reports, Balance, Cash, New Business Development, Direct Sales, Sales
Education
University of Houston 2001 — 2006
MUSIC PERFORMANCE
Galveston College 2000 — 2001
Certified Nurses Aide, Nursing Assistant/Aide and Patient Care Assistant/Aide, CNA Certification
Rob Kepler, CMT Rob Kepler, CMT's Shearson Lehman Brothers Experience 1980 - 2001
Job Partner, Chief Technical Strategist & Chief Risk Officer at Contingent Macro Advisors LLC
Industry Financial Services
Experience
Contingent Macro Advisors LLC February 2013 - Present
Lenapi Advisors, LLC December 2010 - January 2013
MKP Capital February 2005 - August 2010
Credit Suisse 2001 - 2005
shearson Lehman Brothers 1980 - 2001
Skills
Trading, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Portfolio Management, Asset Managment, Technical Analysis, Technical Analysis of...
Education
Denison University 1976 — 1980
BA, Economics and Political Science
Contingent Macro Advisors LLC February 2013 - Present
Lenapi Advisors, LLC December 2010 - January 2013
MKP Capital February 2005 - August 2010
Credit Suisse 2001 - 2005
shearson Lehman Brothers 1980 - 2001
Skills
Trading, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Derivatives, Capital Markets, Portfolio Management, Asset Managment, Technical Analysis, Technical Analysis of...
Education
Denison University 1976 — 1980
BA, Economics and Political Science
Salvatore M. Capizzi Salvatore M. Capizzi's Shearson Lehman Brothers Experience 1987 - 1994
Job Chief Sales & Marketing Officer
Industry Financial Services
Experience
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Dunham & Associates 2008 - Present
ThomasLloyd 2004 - 2008
New York Life Investment Management 2003 - 2004
BlackRock Financial Management 1995 - 2003
Shearson Lehman Brothers 1987 - 1994
CIGNA 1981 - 1987
Skills
Wealth Management, Mutual Funds, Investments, Wealth, Asset, Series 7, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Investment Strategies, Series 24, Asset Management, Securities, Financial Planning, Financial Markets, Insurance, Series 66, Series 6, Hedge Funds, Series 65, Wholesaling, Sales Management, Asset Managment, ETFs, Financial Services, Investment Management, Management, Strategic Financial..., Wholesale, Uniform Combined State...
Education
Baruch College
BA, History
Lawrence T. Larmer Lawrence T. Larmer's Shearson Lehman Brothers Experience 1988 - 1992
Job Principal at Creative Capital Group
Industry Financial Services
Experience
Creative Capital Group September 1992 - Present
Allentown School Board 2007 - 2009
Shearson Lehman Brothers 1988 - 1992
Thomson McKinnon Securities January 1985 - April 1988
Prudential-Bache Securities March 1980 - January 1985
Education
World Intellectual Property Organization 2007 — 2007
Intellectual Property
Villanova University 1972 — 1978
Graduate Study in History
New York University 1973 — 1974
Writing
Gettysburg College 1967 — 1971
BA, History
Severn School
Severn School (Annapolis, MD)
Severn School (Annapolis, MD)
Creative Capital Group September 1992 - Present
Allentown School Board 2007 - 2009
Shearson Lehman Brothers 1988 - 1992
Thomson McKinnon Securities January 1985 - April 1988
Prudential-Bache Securities March 1980 - January 1985
Education
World Intellectual Property Organization 2007 — 2007
Intellectual Property
Villanova University 1972 — 1978
Graduate Study in History
New York University 1973 — 1974
Writing
Gettysburg College 1967 — 1971
BA, History
Severn School
Severn School (Annapolis, MD)
Severn School (Annapolis, MD)
Kate Sparling Kate Sparling's Shearson Lehman Brothers Experience January 1985 - January 1991
Job Senior Sales Specialist at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson September 1991 - Present
LifeScan, Johnson & Johnson November 1991 - November 1998
Shearson Lehman Brothers January 1985 - January 1991
Skills
Medical Devices, Diabetes care and...
Education
Farmingdale State College 2008 — 2011
BA, Professional Communications
Suffolk County Community College 2006 — 2008
Associates, Communications
Communications
BS, Professional communiications
Farmingdale State College
Farmingdale State College
Suffolk County Community College
Johnson & Johnson September 1991 - Present
LifeScan, Johnson & Johnson November 1991 - November 1998
Shearson Lehman Brothers January 1985 - January 1991
Skills
Medical Devices, Diabetes care and...
Education
Farmingdale State College 2008 — 2011
BA, Professional Communications
Suffolk County Community College 2006 — 2008
Associates, Communications
Communications
BS, Professional communiications
Farmingdale State College
Farmingdale State College
Suffolk County Community College
Michael Koh Michael Koh's Shearson Lehman Brothers Experience 1991 - 1992
Job Vice President, Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York 1992 - Present
Shearson Lehman Brothers 1991 - 1992
Skills
Capital Markets, Derivatives, Financial Modeling, Risk Management, Fixed Income, Financial Analysis, Financial Risk, Credit Risk, Credit
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Tufts University 1988 — 1992
BA, Philosophy (Logic and Decision Theory)
The Stony Brook School 1982 — 1988
Federal Reserve Bank of New York 1992 - Present
Shearson Lehman Brothers 1991 - 1992
Skills
Capital Markets, Derivatives, Financial Modeling, Risk Management, Fixed Income, Financial Analysis, Financial Risk, Credit Risk, Credit
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Tufts University 1988 — 1992
BA, Philosophy (Logic and Decision Theory)
The Stony Brook School 1982 — 1988
Will Shahriari Will Shahriari's Shearson Lehman Brothers Experience 1990 - 1992
Job Managing Director at Mesirow Financial
Industry Capital Markets
Experience
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Matthew Iskric Matthew Iskric's Shearson Lehman Brothers Experience January 1982 - January 1990
Job Retiree at Retired most happily
Industry Financial Services
Experience
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Charles Drysdale Charles Drysdale's Shearson Lehman Brothers Experience June 1991 - July 1993
Job Financial Advisor at family wealth advisors
Industry Financial Services
Experience
UNF 2010 - Present
Family Wealth Advisors December 2005 - Present
Janney Montgomery Scott November 2002 - December 2005
Robert W Baird July 1997 - December 2002
Smith Barney July 1993 - July 1997
Shearson Lehman Brothers June 1991 - July 1993
Merryl Lynch December 1989 - June 1991
Kidder Peabody & Co December 1980 - December 1989
Enfield's 3M January 1980 - December 1980
US NAVY December 1973 - January 1980
Skills
Investments, Public Speaking, Financial Advisory, Financial Services, Finance, Securities, Leadership
Education
Auburn University 1969 — 1973
BA, Experimental Psychology
UNF 2010 - Present
Family Wealth Advisors December 2005 - Present
Janney Montgomery Scott November 2002 - December 2005
Robert W Baird July 1997 - December 2002
Smith Barney July 1993 - July 1997
Shearson Lehman Brothers June 1991 - July 1993
Merryl Lynch December 1989 - June 1991
Kidder Peabody & Co December 1980 - December 1989
Enfield's 3M January 1980 - December 1980
US NAVY December 1973 - January 1980
Skills
Investments, Public Speaking, Financial Advisory, Financial Services, Finance, Securities, Leadership
Education
Auburn University 1969 — 1973
BA, Experimental Psychology
Joe Haberman Joe Haberman's Shearson Lehman Brothers Experience 1982 - 1986
Job Managing Partner, Global Education Markets at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Calvert School 2007 - Present
Heidrick & Struggles March 2009 - Present
Heidrick & Struggles October 2000 - October 2009
Envision EMI 2006 - 2009
A.T Kearney 1991 - 2000
Shearson Lehman Brothers 1982 - 1986
American Express Company April 1980 - October 1982
Manufacturers Hanover Trust 1977 - 1980
Skills
Executive Search, Private Equity, Organizational..., Business Strategy, Leadership Development, Strategic Planning, Strategic Partnerships, Executive Management, Leadership, Fundraising, Entrepreneurship, Start-ups, Human Resources, Coaching, Strategy, Nonprofits, Public Speaking, Management Consulting, Staff Development, Business Development, Business Planning, Talent Acquisition, Change Management, Talent Management, Team Building, Vendor Management, Management, Recruiting, Program Management, Executive Coaching, Consulting
Education
The George Washington University 1975 — 1977
M.A., Human Resource Development
American University 1970 — 1974
B.A., Communications
Seton Hall Prep 1966 — 1970
Diploma
Calvert School 2007 - Present
Heidrick & Struggles March 2009 - Present
Heidrick & Struggles October 2000 - October 2009
Envision EMI 2006 - 2009
A.T Kearney 1991 - 2000
Shearson Lehman Brothers 1982 - 1986
American Express Company April 1980 - October 1982
Manufacturers Hanover Trust 1977 - 1980
Skills
Executive Search, Private Equity, Organizational..., Business Strategy, Leadership Development, Strategic Planning, Strategic Partnerships, Executive Management, Leadership, Fundraising, Entrepreneurship, Start-ups, Human Resources, Coaching, Strategy, Nonprofits, Public Speaking, Management Consulting, Staff Development, Business Development, Business Planning, Talent Acquisition, Change Management, Talent Management, Team Building, Vendor Management, Management, Recruiting, Program Management, Executive Coaching, Consulting
Education
The George Washington University 1975 — 1977
M.A., Human Resource Development
American University 1970 — 1974
B.A., Communications
Seton Hall Prep 1966 — 1970
Diploma
Aaron Katz Aaron Katz's Shearson Lehman Brothers Experience April 1993 - January 1996
Job Network Administrator at InHouse Techies
Industry Information Technology and Services
Experience
InHouse Techies July 2014 - Present
Max's Messes August 2011 - Present
Childcare Network of Evanston February 2012 - February 2014
Singer Networks, LLC July 2012 - November 2013
Premier Vending December 2009 - May 2011
Steve Katz and Son February 1996 - October 2008
Shearson Lehman Brothers April 1993 - January 1996
Lee Stern and Company March 1989 - January 1992
Skills
Sales, Inventory Management, Account Management, Financial Planning, Financial Reporting, Event Marketing, Events Organisation, Fine Jewelry, Sales Management, Small Business, Business Management, Business Planning, Office Management, Accounts Payable, Accounts Receivable, Product Marketing, Marketing Strategy, Sales Operations, Direct Sales, Inside Sales, Financial Research, Event Planning, Jewelry, Management, Strategic Financial..., Marketing, Leadership, Nonprofits, Fundraising, Customer Service, Program Development, Competitive Analysis
Education
Northwestern University 1991 — 1996
Economics, Psychology
University of Illinois at Chicago 1989 — 1991
Literature, Psychology, Finance
Bar-Ilan University 1988 — 1989
1-Year Program, 1-Year Program
Ida Crown 1984 — 1988
InHouse Techies July 2014 - Present
Max's Messes August 2011 - Present
Childcare Network of Evanston February 2012 - February 2014
Singer Networks, LLC July 2012 - November 2013
Premier Vending December 2009 - May 2011
Steve Katz and Son February 1996 - October 2008
Shearson Lehman Brothers April 1993 - January 1996
Lee Stern and Company March 1989 - January 1992
Skills
Sales, Inventory Management, Account Management, Financial Planning, Financial Reporting, Event Marketing, Events Organisation, Fine Jewelry, Sales Management, Small Business, Business Management, Business Planning, Office Management, Accounts Payable, Accounts Receivable, Product Marketing, Marketing Strategy, Sales Operations, Direct Sales, Inside Sales, Financial Research, Event Planning, Jewelry, Management, Strategic Financial..., Marketing, Leadership, Nonprofits, Fundraising, Customer Service, Program Development, Competitive Analysis
Education
Northwestern University 1991 — 1996
Economics, Psychology
University of Illinois at Chicago 1989 — 1991
Literature, Psychology, Finance
Bar-Ilan University 1988 — 1989
1-Year Program, 1-Year Program
Ida Crown 1984 — 1988
Denise Incandela Denise Incandela's Shearson Lehman Brothers Experience 1988 - 1990
Job President, Digital and Global Ecommerce at Ralph Lauren
Industry Retail
Experience
Ralph Lauren February 2014 - Present
Wharton School's Jay H. Baker Retailing Center September 2012 - Present
CST Brands, Inc. May 2013 - Present
Saks Fifth Avenue September 2011 - November 2013
Saks Fifth Avenue 1999 - May 2012
Shop.org 2006 - 2008
McKinsey & Company 1992 - 1999
Shearson Lehman Brothers 1988 - 1990
Skills
Strategy, E-commerce, Leadership, Business Development, Marketing, Process Improvement, Sales, Creative Direction, Time Management, Retail, Marketing Strategy, Merchandising, Brand Development, Analytics, Fashion, Trend Analysis, Digital Marketing, Brand Management, Social Media Marketing, Competitive Analysis, Luxury Goods, Strategic Planning, Apparel, Business Strategy, P&L Management
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Strategic Management
Boston College 1982 — 1986
BS, Finance
Ralph Lauren February 2014 - Present
Wharton School's Jay H. Baker Retailing Center September 2012 - Present
CST Brands, Inc. May 2013 - Present
Saks Fifth Avenue September 2011 - November 2013
Saks Fifth Avenue 1999 - May 2012
Shop.org 2006 - 2008
McKinsey & Company 1992 - 1999
Shearson Lehman Brothers 1988 - 1990
Skills
Strategy, E-commerce, Leadership, Business Development, Marketing, Process Improvement, Sales, Creative Direction, Time Management, Retail, Marketing Strategy, Merchandising, Brand Development, Analytics, Fashion, Trend Analysis, Digital Marketing, Brand Management, Social Media Marketing, Competitive Analysis, Luxury Goods, Strategic Planning, Apparel, Business Strategy, P&L Management
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance, Strategic Management
Boston College 1982 — 1986
BS, Finance
Raymond Kinnaly Raymond Kinnaly's Shearson Lehman Brothers Experience January 1982 - October 1984
Job Trading and Operations Professional
Industry Financial Services
Experience
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
Citi Group March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
CITIGROUP GLOBAL MARKETS, INC March 1998 - June 2011
Lehman Brothers March 1989 - March 1998
LEHMAN BROTHERS, INC January 1989 - January 1998
Cyrus J. Lawrence October 1984 - March 1989
DEUTSCHE BANK, FORMERLY KNOW January 1984 - January 1989
Shearson Lehman Brothers January 1982 - October 1984
SHEARSON LEHMAN BROTHERS January 1982 - January 1984
Education
City University of New York City College 1984 — 1998
Coursework in Business Administration
Queens borough Community College
work, Business Administration
Jackie Macdonald's Shearson Lehman Brothers Experience 1984 - 1986
Job Consultant
Industry Information Technology and Services
Experience
Firebrick Consulting, Inc. January 2013 - Present
Peninsula Open Space Trust 2011 - 2013
Menlo Park Atherton Education Foundation 2009 - 2011
Sippl Macdonald Ventures January 1995 - 2003
Sybase 1994 - 1995
Informix Software 1992 - 1994
Apple Computer, Inc. 1988 - 1992
Shearson Lehman Brothers 1984 - 1986
Skills
Venture Capital, High Tech, Financial Management, Project Management, Program Management, User Requirements, Non-profits, Endowment Funds, Process Improvement, Strategy, Marketing, Channel Partners
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1980 — 1984
B.S., Industrial Engineering
Firebrick Consulting, Inc. January 2013 - Present
Peninsula Open Space Trust 2011 - 2013
Menlo Park Atherton Education Foundation 2009 - 2011
Sippl Macdonald Ventures January 1995 - 2003
Sybase 1994 - 1995
Informix Software 1992 - 1994
Apple Computer, Inc. 1988 - 1992
Shearson Lehman Brothers 1984 - 1986
Skills
Venture Capital, High Tech, Financial Management, Project Management, Program Management, User Requirements, Non-profits, Endowment Funds, Process Improvement, Strategy, Marketing, Channel Partners
Education
Harvard Business School 1986 — 1988
MBA
Stanford University 1980 — 1984
B.S., Industrial Engineering
Ira A. Walker Ira A. Walker's Shearson Lehman Brothers Experience May 1985 - December 1987
Job Managing Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2008 - Present
Morgan Stanley December 1987 - February 2008
Shearson Lehman Brothers May 1985 - December 1987
Education
The Wharton School Executive Education Program at the University of Pennsylvania 1993 — 1995
Brooklyn College
B.S.
UBS Financial Services February 2008 - Present
Morgan Stanley December 1987 - February 2008
Shearson Lehman Brothers May 1985 - December 1987
Education
The Wharton School Executive Education Program at the University of Pennsylvania 1993 — 1995
Brooklyn College
B.S.
Glenn Kaufman Glenn Kaufman's Shearson Lehman Brothers Experience 1986 - 1992
Job Consultant, The Leadership Room
Industry Human Resources
Experience
The Leadership Room 2011 - Present
LexisNexis November 2004 - March 2011
Glenn J. Kaufman Consulting January 2002 - November 2004
American Express 1992 - 2002
Shearson Lehman Brothers 1986 - 1992
The New York Hospital Cornell University Medical Center 1982 - 1986
ITT Educational Services, Inc. 1981 - 1982
Skills
Strategic Partnerships, Organizational..., Business Development, Change Management, Leadership Development, Executive Coaching, Talent Management, Strategy, Performance Management, Employee Engagement, Organizational..., Leadership, Coaching, Succession Planning, Training, Management Development, Human Resources, Management, Performance Improvement, Organizational Design, Program Management, Personnel Management, Start-ups, Executive Management, Consulting, Mergers & Acquisitions
Education
Antioch New England Graduate School, Antioch University
M.Ed, Counseling/Applied Psychology
Columbia University in the City of New York
South Asian Studies and Anthropology
Cornell University/CUNY
Joint Program in Labor Relations
Franklin Pierce College
B.A. magna cum laude, Biology
The Leadership Room 2011 - Present
LexisNexis November 2004 - March 2011
Glenn J. Kaufman Consulting January 2002 - November 2004
American Express 1992 - 2002
Shearson Lehman Brothers 1986 - 1992
The New York Hospital Cornell University Medical Center 1982 - 1986
ITT Educational Services, Inc. 1981 - 1982
Skills
Strategic Partnerships, Organizational..., Business Development, Change Management, Leadership Development, Executive Coaching, Talent Management, Strategy, Performance Management, Employee Engagement, Organizational..., Leadership, Coaching, Succession Planning, Training, Management Development, Human Resources, Management, Performance Improvement, Organizational Design, Program Management, Personnel Management, Start-ups, Executive Management, Consulting, Mergers & Acquisitions
Education
Antioch New England Graduate School, Antioch University
M.Ed, Counseling/Applied Psychology
Columbia University in the City of New York
South Asian Studies and Anthropology
Cornell University/CUNY
Joint Program in Labor Relations
Franklin Pierce College
B.A. magna cum laude, Biology
Tom Graffeo, CFP CIMA Tom Graffeo, CFP CIMA's Shearson Lehman Brothers Experience September 1985 - August 1989
Job Partner, Applied Financial Planning, Inc. with 30 years of experience
Industry Financial Services
Experience
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Applied Financial Planning, Inc. November 2008 - Present
ING Investment Management December 2007 - October 2008
AllianceBernstein Investments December 2001 - December 2007
MassMutual Financial Group May 1999 - December 2001
Morgan Stanley Dean Witter August 1998 - March 1999
Touchstone Investment Management July 1997 - August 1998
Transamerica Financial Resources August 1996 - July 1997
BA Investment Services, BankAmerica Corporation January 1991 - August 1996
Griffin Financial Services, Home Savings of America August 1989 - January 1991
Shearson Lehman Brothers September 1985 - August 1989
Skills
Investment Management, Financial Planning, Investment Review, Retirement Income..., Asset Protection, Estate Planning, Investment Grade and..., Management Advisory..., Finance, Investments, Portfolio Management, Financial Analysis, Financial Modeling, Tax Strategies and..., Securities, Credit Analysis, Credit, Banking, Retirement Planning
Education
Wharton School, University of Pennsylvania 2004 — 2005
Certified Investment Management Analyst, Investment Management and Analysis
College for Financial Planning 2000 — 2001
Certified Financial Planner, Finance-Investment Management
University of Southern California 1981 — 1985
Bachelor of Arts (B.A.), Economics
Andrea Elkin Andrea Elkin's Shearson Lehman Brothers Experience 1986 - 1992
Job Award Winning Chief Learning Officer
Industry Financial Services
Experience
BNY Mellon 2015 - Present
BNY Mellon 2011 - 2015
UBS Wealth Management 2003 - 2010
Prudential Financial 2001 - 2003
ARE Consulting 1998 - 2001
Prudential Securities 1995 - 1998
Prudential Securities 1992 - 1995
Shearson Lehman Brothers 1986 - 1992
Skills
Talent Management, Leadership Development, Business Strategy, Talent Development, Process Improvement, Series 7, Series 24, Executive Coaching, Organizational..., Strategy, Risk Management
Education
Emory University
BBA
BNY Mellon 2015 - Present
BNY Mellon 2011 - 2015
UBS Wealth Management 2003 - 2010
Prudential Financial 2001 - 2003
ARE Consulting 1998 - 2001
Prudential Securities 1995 - 1998
Prudential Securities 1992 - 1995
Shearson Lehman Brothers 1986 - 1992
Skills
Talent Management, Leadership Development, Business Strategy, Talent Development, Process Improvement, Series 7, Series 24, Executive Coaching, Organizational..., Strategy, Risk Management
Education
Emory University
BBA
Alfredo A. Diaz Alfredo A. Diaz's Shearson Lehman Brothers Experience 1986 - 1988
Job Managing Director at CAFI Associates LLC
Industry Management Consulting
Experience
MARAL Group LLC January 2008 - Present
CAFI Associates LLC March 2010 - Present
ECO 2007 - 2010
External Compliance Officer 2004 - 2009
Shearson Lehman Brothers 1986 - 1988
Skills
Strategy, CAMS, Strategic Planning, Portfolio Management, Financial Analysis, Risk Management, Banking, AML, Bank Secrecy Act, Financial Services, Investments, Project Management, Due Diligence, Financial Risk, Mergers & Acquisitions, Corporate Finance, Management Consulting, Private Equity, Management, Capital Markets, Financial Modeling, Business Strategy, Public Speaking
Education
NYU Stern School of Business 1992 — 1997
Master of Business Administration (MBA), Finance
Drew University 1974 — 1979
Bachelor of Arts (B.A.), Economics
MARAL Group LLC January 2008 - Present
CAFI Associates LLC March 2010 - Present
ECO 2007 - 2010
External Compliance Officer 2004 - 2009
Shearson Lehman Brothers 1986 - 1988
Skills
Strategy, CAMS, Strategic Planning, Portfolio Management, Financial Analysis, Risk Management, Banking, AML, Bank Secrecy Act, Financial Services, Investments, Project Management, Due Diligence, Financial Risk, Mergers & Acquisitions, Corporate Finance, Management Consulting, Private Equity, Management, Capital Markets, Financial Modeling, Business Strategy, Public Speaking
Education
NYU Stern School of Business 1992 — 1997
Master of Business Administration (MBA), Finance
Drew University 1974 — 1979
Bachelor of Arts (B.A.), Economics
Carl Uehling Carl Uehling's Shearson Lehman Brothers Experience September 1987 - July 1993
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2009 - Present
Smith Barney July 1993 - May 2009
Shearson Lehman Brothers September 1987 - July 1993
Education
Gettysburg College 1971 — 1975
BA, English
UBS Financial Services May 2009 - Present
Smith Barney July 1993 - May 2009
Shearson Lehman Brothers September 1987 - July 1993
Education
Gettysburg College 1971 — 1975
BA, English
Craig Chin's Shearson Lehman Brothers Experience September 1989 - December 1990
Job Open to new opportunities
Industry Information Technology and Services
Experience
Fiserv DPS September 2013 - Present
BDS Marketing December 2011 - November 2013
Covenant Aviation Security December 2010 - September 2013
US Airways July 2006 - September 2013
Randstad HR Solutions December 2008 - December 2010
US Airways July 2006 - February 2010
Adecco @ Google 2008 - 2010
Michigan Water Color Society September 1996 - December 2005
Metro Research Services October 1995 - January 1996
Shearson Lehman Brothers September 1989 - December 1990
Skills
Customer Service, Social Networking, Advertising, Budgets, Interviews, Training, Team Leadership, Facebook, Customer Satisfaction, Social Media, Leadership, Management, Account Management, Event Planning, Event Management, Marketing, Online Marketing, Recruiting, Social Media Marketing, Team Building, Teamwork, Time Management, Sales, Human Resources, CRM, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Outlook
Education
American University - Kogod School of Business 1993 — 1996
Masters of Business Administration, Marketing
Loyola University of Chicago 1989 — 1991
Bachelor's of Business Administration, Finance
Fiserv DPS September 2013 - Present
BDS Marketing December 2011 - November 2013
Covenant Aviation Security December 2010 - September 2013
US Airways July 2006 - September 2013
Randstad HR Solutions December 2008 - December 2010
US Airways July 2006 - February 2010
Adecco @ Google 2008 - 2010
Michigan Water Color Society September 1996 - December 2005
Metro Research Services October 1995 - January 1996
Shearson Lehman Brothers September 1989 - December 1990
Skills
Customer Service, Social Networking, Advertising, Budgets, Interviews, Training, Team Leadership, Facebook, Customer Satisfaction, Social Media, Leadership, Management, Account Management, Event Planning, Event Management, Marketing, Online Marketing, Recruiting, Social Media Marketing, Team Building, Teamwork, Time Management, Sales, Human Resources, CRM, Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Outlook
Education
American University - Kogod School of Business 1993 — 1996
Masters of Business Administration, Marketing
Loyola University of Chicago 1989 — 1991
Bachelor's of Business Administration, Finance
Diana Donato-Katz Diana Donato-Katz's Shearson Lehman Brothers Experience 1986 - 1993
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2004 - Present
JPMorgan Chase April 2003 - December 2004
Gruntal & Co. Inc February 1997 - August 2002
Paine Webber November 1994 - February 1997
Smith Barney August 1993 - November 1994
Shearson December 1986 - August 1993
Shearson Lehman Brothers 1986 - 1993
General Electric 1980 - 1985
Education
Fairfield University 1976 — 1980
BS, Mathematics
Bank of America December 2004 - Present
JPMorgan Chase April 2003 - December 2004
Gruntal & Co. Inc February 1997 - August 2002
Paine Webber November 1994 - February 1997
Smith Barney August 1993 - November 1994
Shearson December 1986 - August 1993
Shearson Lehman Brothers 1986 - 1993
General Electric 1980 - 1985
Education
Fairfield University 1976 — 1980
BS, Mathematics
Sam Bayne's Shearson Lehman Brothers Experience 1986 - 1989
Job Senior Global Real Estate Advisor The Bayne Group #1 Team Company Wide in 2011, 2013
Industry Real Estate
Experience
Atlanta Fine Homes Sotheby's International Realty June 2007 - Present
Jenny Pruitt & Associates July 2001 - June 2007
Harry M Miller Group 1997 - 1998
California Sports August 1990 - October 1995
Shearson Lehman Brothers 1986 - 1989
Skills
Real Estate, Sellers, Investment Properties, Real Estate Transactions, Residential Homes, Real Property, Buyer Representation, Luxury, Relocation, Buyers, Commercial Real Estate, Property, Sales, Single Family Homes, Seller Representation, Bank-owned Properties, Condos, Short Sales, First Time Home Buyers, New Home Sales, Investors, Selling, Negotiation, ABR, Home Staging, Brokerage, Investments, Referrals, Real Estate Development, Listings, Foreclosures, Townhomes, Relocation Buyers
Education
Skidmore College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Deerfield Academy 1979 — 1982
Atlanta Fine Homes Sotheby's International Realty June 2007 - Present
Jenny Pruitt & Associates July 2001 - June 2007
Harry M Miller Group 1997 - 1998
California Sports August 1990 - October 1995
Shearson Lehman Brothers 1986 - 1989
Skills
Real Estate, Sellers, Investment Properties, Real Estate Transactions, Residential Homes, Real Property, Buyer Representation, Luxury, Relocation, Buyers, Commercial Real Estate, Property, Sales, Single Family Homes, Seller Representation, Bank-owned Properties, Condos, Short Sales, First Time Home Buyers, New Home Sales, Investors, Selling, Negotiation, ABR, Home Staging, Brokerage, Investments, Referrals, Real Estate Development, Listings, Foreclosures, Townhomes, Relocation Buyers
Education
Skidmore College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Deerfield Academy 1979 — 1982
Joe D'Agostino Joe D'Agostino's Shearson Lehman Brothers Experience 1987 - 1990
Job Partner and Chief Operating Officer at WestEnd Advisors, LLC
Industry Financial Services
Experience
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
American Century Investments® 2012 - 2015
Morgan Stanley Wealth Management 2007 - 2012
Citi Smith Barney 2005 - 2007
Smith Barney 1994 - 2005
Smith Barney Shearson 1992 - 1994
Shearson Lehman Hutton 1990 - 1992
Shearson Lehman Brothers 1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express 1984 - 1987
The Coca-Cola Company 1983 - 1984
Manufacturers Hanover Trust 1979 - 1981
Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing and Finance
College of the Holy Cross 1975 — 1979
BA, Philosophy and Economics
Thomas F. Zamiara's Shearson Lehman Brothers Experience March 1986 - May 1994
Job Partner Westminster Consulting, LLC
Industry Investment Management
Experience
Westminster Consulting, LLC February 2012 - Present
Westminster Financial February 2003 - February 2012
Prudential Securities May 1994 - December 2002
Shearson Lehman Brothers March 1986 - May 1994
Skills
401k, Investment Advisory, Pensions, ERISA, Fiduciary Consulting
Education
Boston College 1975 — 1977
Bachelor of Arts (B.A.), Theology/Theological Studies
Cardinal Mooney High School 1968 — 1972
Westminster Consulting, LLC February 2012 - Present
Westminster Financial February 2003 - February 2012
Prudential Securities May 1994 - December 2002
Shearson Lehman Brothers March 1986 - May 1994
Skills
401k, Investment Advisory, Pensions, ERISA, Fiduciary Consulting
Education
Boston College 1975 — 1977
Bachelor of Arts (B.A.), Theology/Theological Studies
Cardinal Mooney High School 1968 — 1972
Chris Nagy Chris Nagy's Shearson Lehman Brothers Experience June 1986 - September 1989
Job Cofounder & CEO KOR Group LLC
Industry Financial Services
Experience
Healthy Markets December 2014 - Present
KOR Trading LLC May 2012 - Present
Financial Industry Regulatory Authority July 2012 - March 2015
NYSE AMEX Options November 2010 - June 2012
TD Ameritrade August 1999 - May 2012
Philadelphia Stock Exchange August 1999 - August 2004
U.S. Bank August 1991 - August 1999
Miller, Johnson & Kuehn January 1991 - October 1992
Lawson Financial Corporation February 1990 - September 1990
Shearson Lehman Brothers June 1986 - September 1989
Skills
FINRA, Market Data, SEC, Social Media, Series 7, Equities, Options, Securities, Trading, Electronic Trading, Financial Markets, Trading Systems, Market Structure, Derivatives, Hedge Funds, Fixed Income, Series 63, Capital Markets, Wealth Management, Financial Services, Proprietary Trading, Traders, FX Options, Technical Analysis, Equity Derivatives, Investment Strategies, ETFs, Series 24, Risk Management, Hedging, Portfolio Management, Finance, Investments, Bloomberg, Alternative Investments, Financial Risk, Mutual Funds, Investment Advisory, Trading Strategies, Commodity, Equity Trading, Bonds, Asset Management, Asset Allocation, Structured Products, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2007 — 2009
SII Institute
Arizona State University 1983 — 1986
Healthy Markets December 2014 - Present
KOR Trading LLC May 2012 - Present
Financial Industry Regulatory Authority July 2012 - March 2015
NYSE AMEX Options November 2010 - June 2012
TD Ameritrade August 1999 - May 2012
Philadelphia Stock Exchange August 1999 - August 2004
U.S. Bank August 1991 - August 1999
Miller, Johnson & Kuehn January 1991 - October 1992
Lawson Financial Corporation February 1990 - September 1990
Shearson Lehman Brothers June 1986 - September 1989
Skills
FINRA, Market Data, SEC, Social Media, Series 7, Equities, Options, Securities, Trading, Electronic Trading, Financial Markets, Trading Systems, Market Structure, Derivatives, Hedge Funds, Fixed Income, Series 63, Capital Markets, Wealth Management, Financial Services, Proprietary Trading, Traders, FX Options, Technical Analysis, Equity Derivatives, Investment Strategies, ETFs, Series 24, Risk Management, Hedging, Portfolio Management, Finance, Investments, Bloomberg, Alternative Investments, Financial Risk, Mutual Funds, Investment Advisory, Trading Strategies, Commodity, Equity Trading, Bonds, Asset Management, Asset Allocation, Structured Products, Strategy, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2007 — 2009
SII Institute
Arizona State University 1983 — 1986
Seth Lawrence Scott's Shearson Lehman Brothers Experience 1985 - 1988
Job Senior Vice President at Citigroup
Industry Financial Services
Experience
Citi October 1988 - Present
Shearson Lehman Brothers 1985 - 1988
Brookdale Hospital 1984 - 1986
Skills
Project Management, Risk Management, SDLC, Analysis, Business Analysis, IT Strategy, Program Management, Process Improvement, IT Management, Software Project..., Business Process, Business Intelligence, PMP, Business Process..., Management, Offshore Management, Database Security, Technical Staff..., Software Development, Project Portfolio..., PMO, Vendor Management
Education
New York University 1981 — 1982
Information Technology
City University of New York-Hunter College 1974 — 1979
B.S., Environmental Health Sciences
Hillcrest High School 1972 — 1974
Citi October 1988 - Present
Shearson Lehman Brothers 1985 - 1988
Brookdale Hospital 1984 - 1986
Skills
Project Management, Risk Management, SDLC, Analysis, Business Analysis, IT Strategy, Program Management, Process Improvement, IT Management, Software Project..., Business Process, Business Intelligence, PMP, Business Process..., Management, Offshore Management, Database Security, Technical Staff..., Software Development, Project Portfolio..., PMO, Vendor Management
Education
New York University 1981 — 1982
Information Technology
City University of New York-Hunter College 1974 — 1979
B.S., Environmental Health Sciences
Hillcrest High School 1972 — 1974
Joseph O'Loughlin's Shearson Lehman Brothers Experience October 1985 - October 1990
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Carlos J. Perez Carlos J. Perez's Shearson Lehman Brothers Experience July 1988 - April 1994
Job President, CEO at Global Insurance Consultants, Inc.
Industry Insurance
Experience
Global Insurance Consultants, Inc. April 1996 - Present
Chase Manhattan Investment Services April 1994 - July 1996
Shearson Lehman Brothers July 1988 - April 1994
Dean Witter Reynolds January 1983 - July 1988
Skills
Insurance, Strategic Planning, Sales Management, Business Strategy, Health Insurance, Executive Management, Underwriting, Risk Management, Marketing Strategy, New Business Development, Mergers, Strategic Financial..., Investments, Management, Business Planning, Finance, Negotiation, Mergers & Acquisitions, Healthcare, Account Management, Leadership, Analysis, Budgets, Financial Analysis, Process Improvement, Management Consulting, Start-ups, Sales, Strategy, Team Building, Business Development, Contract Negotiation, Entrepreneurship, Marketing, Coaching, Small Business, Business Analysis, Operations Management, Change Management, Leadership Development, CRM, Training, Employee Benefits, Program Management, Business Process..., Cross-functional Team..., Team Leadership, Organizational..., Competitive Analysis, Market Research
Education
Clemson University 1977 — 1981
B.A., Economics
Clemson University - College of Business and Behavioral Science 1977 — 1981
B.A., Economics
T.L. Hanna High School 1974 — 1977
Global Insurance Consultants, Inc. April 1996 - Present
Chase Manhattan Investment Services April 1994 - July 1996
Shearson Lehman Brothers July 1988 - April 1994
Dean Witter Reynolds January 1983 - July 1988
Skills
Insurance, Strategic Planning, Sales Management, Business Strategy, Health Insurance, Executive Management, Underwriting, Risk Management, Marketing Strategy, New Business Development, Mergers, Strategic Financial..., Investments, Management, Business Planning, Finance, Negotiation, Mergers & Acquisitions, Healthcare, Account Management, Leadership, Analysis, Budgets, Financial Analysis, Process Improvement, Management Consulting, Start-ups, Sales, Strategy, Team Building, Business Development, Contract Negotiation, Entrepreneurship, Marketing, Coaching, Small Business, Business Analysis, Operations Management, Change Management, Leadership Development, CRM, Training, Employee Benefits, Program Management, Business Process..., Cross-functional Team..., Team Leadership, Organizational..., Competitive Analysis, Market Research
Education
Clemson University 1977 — 1981
B.A., Economics
Clemson University - College of Business and Behavioral Science 1977 — 1981
B.A., Economics
T.L. Hanna High School 1974 — 1977
Joseph Joey Smith Joseph Joey Smith's Shearson Lehman Brothers Experience 1987 - 1989
Job Director at Cassel Salpeter & Co.
Industry Investment Banking
Experience
Cassel Salpeter & Co. November 2011 - Present
Catalyst Financial, LLC September 2009 - October 2011
Capital City Partners, Inc. November 2003 - August 2009
William R. Hough & Co 2001 - October 2003
First Equity Corporation of Florida 1990 - 2000
Shearson Lehman Brothers 1987 - 1989
Merrill Lynch 1982 - 1986
Skills
Origination, Teamwork, Closing Deals, Investment Banking, Loan Origination, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Private Placements, Finance, Financial Modeling, Business Valuation, Securities, Deal Closure, Structured Finance, Investments, IPO, Capital Raising, Financial Structuring, Restructuring, M&A experience, Corporate Finance, Corporate Development, Divestitures, Strategy, Equities, LBO, Venture Capital, Capital, Capital Markets, Executive Management, Portfolio Management, Leadership, Alternative Investments, Emerging Markets, Fixed Income, Financial Advisory, Financial Analysis, Management, Business Strategy, Strategic Planning, Financial Services, Business Planning, Banking, Funding, Business Development, Strategic Partnerships, Business
Education
Hobart and William Smith Colleges 1977 — 1981
BA, History
Ransom Everglades School 1975 — 1977
High School
Cassel Salpeter & Co. November 2011 - Present
Catalyst Financial, LLC September 2009 - October 2011
Capital City Partners, Inc. November 2003 - August 2009
William R. Hough & Co 2001 - October 2003
First Equity Corporation of Florida 1990 - 2000
Shearson Lehman Brothers 1987 - 1989
Merrill Lynch 1982 - 1986
Skills
Origination, Teamwork, Closing Deals, Investment Banking, Loan Origination, Private Equity, Mergers, Due Diligence, Valuation, Mergers & Acquisitions, Private Placements, Finance, Financial Modeling, Business Valuation, Securities, Deal Closure, Structured Finance, Investments, IPO, Capital Raising, Financial Structuring, Restructuring, M&A experience, Corporate Finance, Corporate Development, Divestitures, Strategy, Equities, LBO, Venture Capital, Capital, Capital Markets, Executive Management, Portfolio Management, Leadership, Alternative Investments, Emerging Markets, Fixed Income, Financial Advisory, Financial Analysis, Management, Business Strategy, Strategic Planning, Financial Services, Business Planning, Banking, Funding, Business Development, Strategic Partnerships, Business
Education
Hobart and William Smith Colleges 1977 — 1981
BA, History
Ransom Everglades School 1975 — 1977
High School
Scott Radcliffe's Shearson Lehman Brothers Experience 1990 - 1994
Job Executive Producer at Radcliffe Xtreme Productions / Too Smart to Fail Productions
Industry Motion Pictures and Film
Experience
Radcliffe Xtreme Productions / Too Smart to Fail Productions 2010 - Present
Lehman Brothers 1994 - 2008
Shearson Lehman Brothers 1990 - 1994
Stratton Oakmont 1989 - 1990
Skills
Video Production, Film Production, Synergies, Post Production, People Skills, Post Production..., Connecting the Dots, Executive Management, Talent Scouting, Talent Management, Talent Acquisition, Project Finance, Wardrobe Analysis, Option Valuation, Seeing the Bigger...
Education
Full Sail University 2009 — 2012
Associate's Degree, Cinematography and Film/Video Production
Bates College 1982 — 1986
Bachelor's Degree, Philosophy and Religious Studies
Brooks School 1973 — 1977
High School
University of Pennsylvania - The Wharton School
Adult and Continuing Education
Radcliffe Xtreme Productions / Too Smart to Fail Productions 2010 - Present
Lehman Brothers 1994 - 2008
Shearson Lehman Brothers 1990 - 1994
Stratton Oakmont 1989 - 1990
Skills
Video Production, Film Production, Synergies, Post Production, People Skills, Post Production..., Connecting the Dots, Executive Management, Talent Scouting, Talent Management, Talent Acquisition, Project Finance, Wardrobe Analysis, Option Valuation, Seeing the Bigger...
Education
Full Sail University 2009 — 2012
Associate's Degree, Cinematography and Film/Video Production
Bates College 1982 — 1986
Bachelor's Degree, Philosophy and Religious Studies
Brooks School 1973 — 1977
High School
University of Pennsylvania - The Wharton School
Adult and Continuing Education
Gina Bruno Gina Bruno's Shearson Lehman Brothers Experience June 1988 - April 1992
Job Information Risk Officer
Industry Financial Services
Experience
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Marc Gambello Marc Gambello's Shearson Lehman Brothers Experience April 1992 - June 1994
Job Owner at Event Management Group
Industry Events Services
Experience
Event Management Group November 1998 - Present
McNabb & Associates June 1994 - October 1996
Shearson Lehman Brothers April 1992 - June 1994
Skills
Corporate Events, Parties, Event Management, Trade Shows, Marketing Strategy, Event Planning, Hospitality, Social Media Marketing, Social Media, Marketing, Meeting Planning, Entertainment, Marketing Communications, Public Relations, New Business Development, Hotels, Advertising, Strategic Planning, Business Strategy, Sales, Fundraising
Education
Fairfield University 1986 — 1990
BS, Finance
St. John's International School 1975 — 1986
Event Management Group November 1998 - Present
McNabb & Associates June 1994 - October 1996
Shearson Lehman Brothers April 1992 - June 1994
Skills
Corporate Events, Parties, Event Management, Trade Shows, Marketing Strategy, Event Planning, Hospitality, Social Media Marketing, Social Media, Marketing, Meeting Planning, Entertainment, Marketing Communications, Public Relations, New Business Development, Hotels, Advertising, Strategic Planning, Business Strategy, Sales, Fundraising
Education
Fairfield University 1986 — 1990
BS, Finance
St. John's International School 1975 — 1986
Theodore Krebsbach Theodore Krebsbach's Shearson Lehman Brothers Experience 1980 - 1993
Job New York Office Leader at Murphy & McGonigle PC
Industry Law Practice
Experience
Murphy & McGonigle PC September 2012 - Present
Krebsbach & Snyder 1993 - 2012
Shearson Lehman Brothers 1980 - 1993
Education
Fordham University School of Law
Doctor of Law (JD)
University of Notre Dame
Bachelor of Arts (BA), Political Science and Government
Murphy & McGonigle PC September 2012 - Present
Krebsbach & Snyder 1993 - 2012
Shearson Lehman Brothers 1980 - 1993
Education
Fordham University School of Law
Doctor of Law (JD)
University of Notre Dame
Bachelor of Arts (BA), Political Science and Government
David Gerson, CMA, PMP David Gerson, CMA, PMP's Shearson Lehman Brothers Experience 1986 - 1993
Job Accountant/Project Manager
Industry Financial Services
Experience
David Gerson Consulting March 2011 - Present
Citigroup Global Markets, Inc. July 2004 - March 2009
Smith Barney 1993 - 2004
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman/American Express 1976 - 1986
Skills
Budgeting, P&L, General Ledger, Financial Systems, SOX, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Team Building, Software Project..., Project Implementation, Sarbanes-Oxley Act, Budgets, PMO, Business Analysis, Mergers & Acquisitions, Project Management, Cross-functional Team..., Finance, Integration, Financial Services, Strategy, Management, Derivatives, Leadership, Fixed Income, Equities, Team Leadership, Financial Analysis, Business Process..., Risk Management, Financial Modeling, Consulting, Capital Markets, Analysis, Business Process, Vendor Management, Portfolio Management, Treasury Management, Managerial Finance, Trading, Analytics, Strategic Financial..., FX Options, Banking, Options, Financial Risk
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor of Science (B.S.), Accounting
David Gerson Consulting March 2011 - Present
Citigroup Global Markets, Inc. July 2004 - March 2009
Smith Barney 1993 - 2004
Shearson Lehman Brothers 1986 - 1993
Shearson Lehman/American Express 1976 - 1986
Skills
Budgeting, P&L, General Ledger, Financial Systems, SOX, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Team Building, Software Project..., Project Implementation, Sarbanes-Oxley Act, Budgets, PMO, Business Analysis, Mergers & Acquisitions, Project Management, Cross-functional Team..., Finance, Integration, Financial Services, Strategy, Management, Derivatives, Leadership, Fixed Income, Equities, Team Leadership, Financial Analysis, Business Process..., Risk Management, Financial Modeling, Consulting, Capital Markets, Analysis, Business Process, Vendor Management, Portfolio Management, Treasury Management, Managerial Finance, Trading, Analytics, Strategic Financial..., FX Options, Banking, Options, Financial Risk
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor of Science (B.S.), Accounting
Jude Deckenbach's Shearson Lehman Brothers Experience 1984 - 1987
Job Business Development & Corporate Marketing Executive at Word of Mouth, Inc.
Industry Internet
Experience
Word of Mouth Inc February 2012 - Present
First Book 2005 - Present
Exgage, Inc. September 2011 - January 2012
The Reading Tree June 2001 - November 2010
Back on Track Tutoring 1991 - 1997
Mitsubishi Bank of California 1988 - 1991
Shearson Lehman Brothers 1984 - 1987
Skills
project management, development, strategic planning, Volunteer Management, Non-profits, Social Media, Online Advertising, Program Development, Community Outreach, Content Strategy, Public Speaking, Grant Writing, Social Media Marketing, Social Entrepreneurship, Public Relations, Social Networking, Philanthropy, Event Planning, Marketing Communications, Newsletters, Strategic Partnerships, Grants, Non-profit..., Project Management, Strategic Planning, Nonprofits, Entrepreneurship, Start-ups, Business Development, Strategic Communications, Community Development, Media Relations, Marketing
Education
Boston College 1980 — 1983
BA, History
Word of Mouth Inc February 2012 - Present
First Book 2005 - Present
Exgage, Inc. September 2011 - January 2012
The Reading Tree June 2001 - November 2010
Back on Track Tutoring 1991 - 1997
Mitsubishi Bank of California 1988 - 1991
Shearson Lehman Brothers 1984 - 1987
Skills
project management, development, strategic planning, Volunteer Management, Non-profits, Social Media, Online Advertising, Program Development, Community Outreach, Content Strategy, Public Speaking, Grant Writing, Social Media Marketing, Social Entrepreneurship, Public Relations, Social Networking, Philanthropy, Event Planning, Marketing Communications, Newsletters, Strategic Partnerships, Grants, Non-profit..., Project Management, Strategic Planning, Nonprofits, Entrepreneurship, Start-ups, Business Development, Strategic Communications, Community Development, Media Relations, Marketing
Education
Boston College 1980 — 1983
BA, History
Kathy Flores Kathy Flores's Shearson Lehman Brothers Experience December 1990 - December 1992
Job Investment management and financial planning providing customized solutions
Industry Investment Management
Experience
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Kathy Flores Wealth Management Inc November 2005 - Present
A.G. Edwards December 1992 - November 2005
Shearson Lehman Brothers December 1990 - December 1992
Merrill Lynch March 1984 - December 1990
Prudential Insurance July 1979 - March 1984
Education
CSU Chico 1975 — 1978
Bachelor of Arts (B.A.), International Relations and Affairs
La Canada High School 1971 — 1975
High School Diploma
Paul Chiampa's Shearson Lehman Brothers Experience 1989 - 1995
Job
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - September 2014
Morgan Stanley January 2006 - October 2012
Morgan Stanley 2004 - 2006
Smith Barney 1995 - 2004
Shearson Lehman Brothers 1989 - 1995
Shearson Lehman Brothers 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Shearson American Express 1982 - 1986
Skills
Portfolio Management, Financial Planning, Branch Management
Education
University of Virginia Darden School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
Harvard University 1967 — 1971
AB, Social Relations
Melrose High School 1963 — 1967
Diploma, College Prep
Raymond James Financial Inc. November 2012 - September 2014
Morgan Stanley January 2006 - October 2012
Morgan Stanley 2004 - 2006
Smith Barney 1995 - 2004
Shearson Lehman Brothers 1989 - 1995
Shearson Lehman Brothers 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Shearson American Express 1982 - 1986
Skills
Portfolio Management, Financial Planning, Branch Management
Education
University of Virginia Darden School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
Harvard University 1967 — 1971
AB, Social Relations
Melrose High School 1963 — 1967
Diploma, College Prep
John K. Monnett John K. Monnett's Shearson Lehman Brothers Experience August 1989 - October 1990
Job Controller at Arena Stage
Industry Performing Arts
Experience
Arena Stage at the Mead Center for American Theater December 2002 - Present
Lightningcast, Inc. February 2000 - November 2002
Washington National Opera March 1997 - February 2000
George Washington University Medical Center - Lipid Research Clinic October 1990 - March 1997
Shearson Lehman Brothers August 1989 - October 1990
Skills
QuickBooks, Budgets, Accounts Payable, Managerial Finance, Payroll, Directing, Microsoft Excel, Auditing, Arts Administration, Theatre, Microsoft Office, Microsoft Word, Grants, Grant Administration, Non-profits
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), International Relations
Solon High School 1981 — 1985
Arena Stage at the Mead Center for American Theater December 2002 - Present
Lightningcast, Inc. February 2000 - November 2002
Washington National Opera March 1997 - February 2000
George Washington University Medical Center - Lipid Research Clinic October 1990 - March 1997
Shearson Lehman Brothers August 1989 - October 1990
Skills
QuickBooks, Budgets, Accounts Payable, Managerial Finance, Payroll, Directing, Microsoft Excel, Auditing, Arts Administration, Theatre, Microsoft Office, Microsoft Word, Grants, Grant Administration, Non-profits
Education
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.), International Relations
Solon High School 1981 — 1985
Steven Osman Steven Osman's Shearson Lehman Brothers Experience April 1991 - December 1992
Job Senior Staff Software Engineer at Sony Computer Entertainment
Industry Computer Games
Experience
Sony Computer Entertainment America LLC January 2005 - Present
Carnegie Mellon University August 2002 - December 2004
Columbia University August 2001 - May 2002
Global Brokerage Corporation March 1998 - January 2000
Internet Commerce Corporation September 1997 - January 1999
Ringling Brothers and Barnum & Bailey November 1996 - September 1997
Razorfish, Inc. March 1996 - November 1996
James Capel August 1993 - March 1996
Shearson Lehman Brothers April 1991 - December 1992
Daxor Corporation August 1989 - June 1991
Skills
Game Development, Software Design, OpenGL, C++, Perl, C, Shaders, Python, PS3, Software Engineering, C#, Assembly Language, Software Development, Linux, Java, TCP/IP, Video Games, Web Development, Object Oriented Design, Testing, Console, Programming, Win32 API, Perforce, Game Programming, Scalability, Aggressive Inline..., Visual Basic, Inline Skate Slalom, Debugging, Unix, Embedded Systems, Computer Graphics, Multithreading, Scripting, Cross-platform..., User Interface, HLSL, Artificial Intelligence, OpenGL ES, Architectures, Visual Studio, Subversion, GPU, Arduino, Microcontrollers, Compilers, Debuggers, Algorithms
Education
Carnegie Mellon University 2002 — 2004
Master of Science (MS), Computer Science
Columbia University in the City of New York 2000 — 2002
Bachelor of Science (BS), Computer Science, 3.833
New York Institute of Technology 1999 — 2000
Bachelor of Science (BS), Computer Science, 3.97
Sony Computer Entertainment America LLC January 2005 - Present
Carnegie Mellon University August 2002 - December 2004
Columbia University August 2001 - May 2002
Global Brokerage Corporation March 1998 - January 2000
Internet Commerce Corporation September 1997 - January 1999
Ringling Brothers and Barnum & Bailey November 1996 - September 1997
Razorfish, Inc. March 1996 - November 1996
James Capel August 1993 - March 1996
Shearson Lehman Brothers April 1991 - December 1992
Daxor Corporation August 1989 - June 1991
Skills
Game Development, Software Design, OpenGL, C++, Perl, C, Shaders, Python, PS3, Software Engineering, C#, Assembly Language, Software Development, Linux, Java, TCP/IP, Video Games, Web Development, Object Oriented Design, Testing, Console, Programming, Win32 API, Perforce, Game Programming, Scalability, Aggressive Inline..., Visual Basic, Inline Skate Slalom, Debugging, Unix, Embedded Systems, Computer Graphics, Multithreading, Scripting, Cross-platform..., User Interface, HLSL, Artificial Intelligence, OpenGL ES, Architectures, Visual Studio, Subversion, GPU, Arduino, Microcontrollers, Compilers, Debuggers, Algorithms
Education
Carnegie Mellon University 2002 — 2004
Master of Science (MS), Computer Science
Columbia University in the City of New York 2000 — 2002
Bachelor of Science (BS), Computer Science, 3.833
New York Institute of Technology 1999 — 2000
Bachelor of Science (BS), Computer Science, 3.97
Ann Schroeder Ann Schroeder's Shearson Lehman Brothers Experience January 1984 - August 1988
Job
Industry Financial Services
Experience
GlobalSource Partners, Inc. January 1994 - Present
Shearson Lehman Brothers January 1984 - August 1988
Skills
Economics, Emerging Markets, Latin America, Investments, Strategic Partnerships, Entrepreneurship, Economic Research, Microfinance, Business Strategy, Capital Markets, Finance, Portfolio Management, Equities, Investment Banking, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, FInance
Trinity University 1974 — 1978
BA, Business / Art History
George Washington University
Elliott School of International Affairs, Political Psychology
GlobalSource Partners, Inc. January 1994 - Present
Shearson Lehman Brothers January 1984 - August 1988
Skills
Economics, Emerging Markets, Latin America, Investments, Strategic Partnerships, Entrepreneurship, Economic Research, Microfinance, Business Strategy, Capital Markets, Finance, Portfolio Management, Equities, Investment Banking, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1989 — 1991
MBA, FInance
Trinity University 1974 — 1978
BA, Business / Art History
George Washington University
Elliott School of International Affairs, Political Psychology
Andrew Worth Andrew Worth's Shearson Lehman Brothers Experience 1986 - 1988
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Scottrade 2002 - 2014
Lincoln Financial Advisors 1999 - 2002
Solomon Smith Barney 1998 - 1999
Freeman Welwood & Co 1993 - 1998
Prudential Bache Securities 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Pacific Stock Exchange - Pacific Clearing 1985 - 1986
Skills
Investments, Mutual Funds, Finance, Trading, Securities, Asset Allocation
Education
Gonzaga University 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Barbara Cummings Barbara Cummings's Shearson Lehman Brothers Experience June 1982 - 1985
Job Vice President at William Blair & Company, L.L.C.
Industry Investment Management
Experience
William Blair & Company, L.L.C. May 2015 - Present
Boston Private Bank & Trust Company November 1999 - May 2015
BankBoston 1996 - 1999
BayBank Investment Management 1993 - 1996
Boston Five Cents Savings Bank 1985 - 1993
Shearson Lehman Brothers June 1982 - 1985
Skills
High Net Worth..., Portfolio Management, Mutual Funds, Investments, Investment Strategies, Fixed Income, Endowments, Trading, Wealth Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Private Banking, Banking, Financial Analysis, Bonds
Education
Boston College 1991 — 1993
Masters of Science in Finance, Investments, Finance
University of Massachusetts, Amherst 1978 — 1981
BBA, Marketing/Finance
William Blair & Company, L.L.C. May 2015 - Present
Boston Private Bank & Trust Company November 1999 - May 2015
BankBoston 1996 - 1999
BayBank Investment Management 1993 - 1996
Boston Five Cents Savings Bank 1985 - 1993
Shearson Lehman Brothers June 1982 - 1985
Skills
High Net Worth..., Portfolio Management, Mutual Funds, Investments, Investment Strategies, Fixed Income, Endowments, Trading, Wealth Management, Investment Management, Alternative Investments, Asset Management, Asset Allocation, Private Banking, Banking, Financial Analysis, Bonds
Education
Boston College 1991 — 1993
Masters of Science in Finance, Investments, Finance
University of Massachusetts, Amherst 1978 — 1981
BBA, Marketing/Finance
Jonathan Meyers's Shearson Lehman Brothers Experience 1974 - 1989
Job
Industry Semiconductors
Experience
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Planar Semiconductor AG April 2014 - Present
Semiconductor Associates December 2012 - Present
Caris & Company August 2007 - December 2012
WR Hambrecht + Co January 2004 - August 2007
Soundview Technology Group 1994 - 2004
Needham & Company 1991 - 1994
PaineWebber (now UBS Financial Services) 1989 - 1991
Shearson Lehman Brothers 1974 - 1989
Skills
Mergers, IPO, Equities, Corporate Development, Venture Capital, Valuation, Private Placements, Equity Research, Capital Raising, Investment Banking, Mergers & Acquisitions, Start-ups, Private Equity, Business Strategy, Hedge Funds, Investments, Emerging Markets, Alternative Investments
Education
Harvard Business School 1972 — 1974
MBA
University of Pittsburgh 1964 — 1968
Bachelor of Arts (BA), Political Science / History
Steven M. Schwartz's Shearson Lehman Brothers Experience March 1987 - April 1990
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America September 2015 - Present
Goldman Sachs January 2008 - Present
Goldman Sachs August 2012 - September 2015
Goldman Sachs September 2004 - September 2013
Goldman Sachs January 1998 - November 2003
Goldman Sachs May 1990 - November 1998
Shearson Lehman Brothers March 1987 - April 1990
IBM 1987 - 1989
Skills
Market Data, IT Service Management, Equity Derivatives, PMO, Middle Office, Equity Trading, Cloud Computing, Agile Methodologies, Options, Bloomberg, Emerging Markets, IT Operations, IT Management, Business Continuity, ITIL, Vendor Management, Unix, SDLC, Electronic Trading, Telecommunications, Disaster Recovery, Prime Brokerage, Investment Banking, Business Strategy, Enterprise Architecture, Solution Architecture, Management, Infrastructure, Data Center, Business Analysis, Fixed Income, Risk Management, Program Management, Exchange Connectivity, Information Technology, Project Portfolio..., Information Security..., Networking, Trading Systems, Project Management, Security, IT Strategy
Education
Fordham University 1982 — 1986
BS, bs
Pace University - Lubin School of Business 1988 — 1991
MBA, information systems
Bank of America September 2015 - Present
Goldman Sachs January 2008 - Present
Goldman Sachs August 2012 - September 2015
Goldman Sachs September 2004 - September 2013
Goldman Sachs January 1998 - November 2003
Goldman Sachs May 1990 - November 1998
Shearson Lehman Brothers March 1987 - April 1990
IBM 1987 - 1989
Skills
Market Data, IT Service Management, Equity Derivatives, PMO, Middle Office, Equity Trading, Cloud Computing, Agile Methodologies, Options, Bloomberg, Emerging Markets, IT Operations, IT Management, Business Continuity, ITIL, Vendor Management, Unix, SDLC, Electronic Trading, Telecommunications, Disaster Recovery, Prime Brokerage, Investment Banking, Business Strategy, Enterprise Architecture, Solution Architecture, Management, Infrastructure, Data Center, Business Analysis, Fixed Income, Risk Management, Program Management, Exchange Connectivity, Information Technology, Project Portfolio..., Information Security..., Networking, Trading Systems, Project Management, Security, IT Strategy
Education
Fordham University 1982 — 1986
BS, bs
Pace University - Lubin School of Business 1988 — 1991
MBA, information systems
Joe Argentieri's Shearson Lehman Brothers Experience 1987 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Shearson Lehman Brothers 1987 - 1996
Education
City University of New York-Hunter College 1981 — 1986
Shearson Lehman Brothers 1987 - 1996
Education
City University of New York-Hunter College 1981 — 1986
Chandra Ramu's Shearson Lehman Brothers Experience 1992 - 1993
Job Technology Leader
Industry Information Technology and Services
Experience
Teaching Machine, Inc. March 2005 - June 2014
Sun Microsystems 1997 - 2005
Charles Schwab 1995 - 1997
Bantam Doubleday Dell 1993 - 1995
Shearson Lehman Brothers 1992 - 1993
Computer Associates, Inc 1990 - 1993
United Nations Development Programme 1987 - 1990
Skills
Start-ups, Management, SaaS, Curriculum Design, Teaching, Strategic Partnerships, Cloud Computing, Product Management, Product Marketing, Go-to-market Strategy, Program Management, Sales Process, Training, Strategic Planning, Sales, E-Learning, Enterprise Software, Marketing, Entrepreneurship, Leadership, Strategy, CRM, Salesforce.com, Lead Generation, Business Development, Management Consulting, E-commerce, Team Leadership, Product Development, Sales Operations, Channel Partners, Marketing Strategy, Solution Selling, Consulting, Competitive Analysis, Demand Generation, Business Strategy, Business Alliances, Sales Enablement, Executive Management, Mobile Devices, Cross-functional Team..., Online Marketing, Analytics, Team Management, Team Building, Business Planning, New Business Development, Professional Services, Partner Management
Education
University of South Carolina-Columbia 1983 — 1985
M.S., Computer Science
Delhi University 1972 — 1976
Bachelor's degree, Mathematics & Accounting
Teaching Machine, Inc. March 2005 - June 2014
Sun Microsystems 1997 - 2005
Charles Schwab 1995 - 1997
Bantam Doubleday Dell 1993 - 1995
Shearson Lehman Brothers 1992 - 1993
Computer Associates, Inc 1990 - 1993
United Nations Development Programme 1987 - 1990
Skills
Start-ups, Management, SaaS, Curriculum Design, Teaching, Strategic Partnerships, Cloud Computing, Product Management, Product Marketing, Go-to-market Strategy, Program Management, Sales Process, Training, Strategic Planning, Sales, E-Learning, Enterprise Software, Marketing, Entrepreneurship, Leadership, Strategy, CRM, Salesforce.com, Lead Generation, Business Development, Management Consulting, E-commerce, Team Leadership, Product Development, Sales Operations, Channel Partners, Marketing Strategy, Solution Selling, Consulting, Competitive Analysis, Demand Generation, Business Strategy, Business Alliances, Sales Enablement, Executive Management, Mobile Devices, Cross-functional Team..., Online Marketing, Analytics, Team Management, Team Building, Business Planning, New Business Development, Professional Services, Partner Management
Education
University of South Carolina-Columbia 1983 — 1985
M.S., Computer Science
Delhi University 1972 — 1976
Bachelor's degree, Mathematics & Accounting
Michael Darling's Shearson Lehman Brothers Experience 1991 - 1993
Job Western Divisional Sales Manager at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2011 - Present
Goldman Sachs May 2009 - Present
LPL Financial Services February 2006 - March 2009
Nuveen Investments August 2004 - February 2006
Wells Fargo Funds 2002 - 2004
Chase Vista Funds 1995 - 2002
Shearson Lehman Brothers 1991 - 1993
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning
Education
Boston College 1985 — 1989
Mount St Mary's/Bishop Guertin 1981 — 1985
Country Day
Goldman Sachs June 2011 - Present
Goldman Sachs May 2009 - Present
LPL Financial Services February 2006 - March 2009
Nuveen Investments August 2004 - February 2006
Wells Fargo Funds 2002 - 2004
Chase Vista Funds 1995 - 2002
Shearson Lehman Brothers 1991 - 1993
Skills
Separately Managed..., Mutual Funds, Asset Allocation, Capital Markets, Series 63, Hedge Funds, Series 7, Alternative Investments, Series 24, Securities, Investments, ETFs, Private Equity, Equities, Financial Services, Investment Advisory, Retirement Planning
Education
Boston College 1985 — 1989
Mount St Mary's/Bishop Guertin 1981 — 1985
Country Day
Felix Rivera's Shearson Lehman Brothers Experience 1988 - 1997
Job Independent Channel Advisors, LLC
Industry Financial Services
Experience
Independent Channel Advisors, LLC January 2011 - Present
Biondo Investment Advisors, LLC December 2007 - December 2010
Biondo Investment Advisors, LLC April 2004 - December 2007
Citigroup April 2000 - 2004
Smith Barney April 1997 - April 2000
Shearson Lehman Brothers 1988 - 1997
Skills
Business Strategy, Business Process Design, New Business Development, Project Management, Strategic Consulting, Business Relationship..., Performance Measurement, Performance Attribution, Budget Management, Mutual Funds, Managed Futures Fund, Fund Of Funds, Series 7, Series 24, Investment Advisory, Trading, Team Building, Alternative Investments, Budgets, Investments, Hedge Funds, Financial Advisory, Private Equity, FINRA, Leadership, Series 63, Strategy, Securities, Portfolio Management, Financial Services, Risk Management, Manage Client...
Education
City University of New York-Baruch College 1986 — 1988
Bachelor of Science, Finance
Queensborough Community College 1984 — 1986
Associate, Business Administration
Independent Channel Advisors, LLC January 2011 - Present
Biondo Investment Advisors, LLC December 2007 - December 2010
Biondo Investment Advisors, LLC April 2004 - December 2007
Citigroup April 2000 - 2004
Smith Barney April 1997 - April 2000
Shearson Lehman Brothers 1988 - 1997
Skills
Business Strategy, Business Process Design, New Business Development, Project Management, Strategic Consulting, Business Relationship..., Performance Measurement, Performance Attribution, Budget Management, Mutual Funds, Managed Futures Fund, Fund Of Funds, Series 7, Series 24, Investment Advisory, Trading, Team Building, Alternative Investments, Budgets, Investments, Hedge Funds, Financial Advisory, Private Equity, FINRA, Leadership, Series 63, Strategy, Securities, Portfolio Management, Financial Services, Risk Management, Manage Client...
Education
City University of New York-Baruch College 1986 — 1988
Bachelor of Science, Finance
Queensborough Community College 1984 — 1986
Associate, Business Administration
Diane E. Ungar's Shearson Lehman Brothers Experience 1984 - 1986
Job Real estate attorney NYC coop and condominium law, closings and related real estate transactions
Industry Real Estate
Experience
LAW OFFICE of DIANE E. UNGAR September 1989 - Present
Brownstone Publishers, Inc. 1978 - 1992
Time Equities, Inc. 1986 - 1989
New York Law School 1986 - 1989
Shearson Lehman Brothers 1984 - 1986
Fordham Law School 1983 - 1985
New York City Law Department (Corporation Counsel) 1982 - 1984
Skills
Sellers, Condos, Leases, Real Estate, Cooperative, Closings, Real Estate Transactions, Buyers, Contract Negotiation, Residential Homes, Apartments, Negotiation, Foreclosures, Short Sales, Retail, Refinance, Coops, Coop Boards, Residential Re-Sale, Psychology, HDFCs, Real estate closings, Teaching Law School, Career Counseling, Life Transitions, Transition Management, Writing, Creative Non-fiction, Landlords, Lease Negotiations, 1031 Exchanges, Disposition, Legal Writing, Property, Commercial Real Estate, Rentals, Real Estate Financing, Real Property, Tenant, Property Law, Due Diligence
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
Long Island University - Brooklyn Campus
M.A., Ph.D (abd), Clinical Psychology
University of Massachusetts at Amherst
B.A. (with honors), Journalism-English
LAW OFFICE of DIANE E. UNGAR September 1989 - Present
Brownstone Publishers, Inc. 1978 - 1992
Time Equities, Inc. 1986 - 1989
New York Law School 1986 - 1989
Shearson Lehman Brothers 1984 - 1986
Fordham Law School 1983 - 1985
New York City Law Department (Corporation Counsel) 1982 - 1984
Skills
Sellers, Condos, Leases, Real Estate, Cooperative, Closings, Real Estate Transactions, Buyers, Contract Negotiation, Residential Homes, Apartments, Negotiation, Foreclosures, Short Sales, Retail, Refinance, Coops, Coop Boards, Residential Re-Sale, Psychology, HDFCs, Real estate closings, Teaching Law School, Career Counseling, Life Transitions, Transition Management, Writing, Creative Non-fiction, Landlords, Lease Negotiations, 1031 Exchanges, Disposition, Legal Writing, Property, Commercial Real Estate, Rentals, Real Estate Financing, Real Property, Tenant, Property Law, Due Diligence
Education
Fordham University School of Law
Doctor of Law (J.D.), Law
Long Island University - Brooklyn Campus
M.A., Ph.D (abd), Clinical Psychology
University of Massachusetts at Amherst
B.A. (with honors), Journalism-English
Blair Kanter's Shearson Lehman Brothers Experience November 1986 - January 1992
Job Director FS Asset Management Advisory Practice at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers October 2010 - Present
BenJen Consulting LLC June 2008 - September 2010
IBM October 2002 - June 2008
PricewaterhouseCoopers January 1992 - October 2002
Shearson Lehman Brothers November 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
HEC Paris 1983 — 1983
Business
Middlebury College 1978 — 1980
MA, Russian
University of Pennsylvania 1974 — 1979
BA, Foreign Languages and Natural Science
HEC Paris
PricewaterhouseCoopers October 2010 - Present
BenJen Consulting LLC June 2008 - September 2010
IBM October 2002 - June 2008
PricewaterhouseCoopers January 1992 - October 2002
Shearson Lehman Brothers November 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
HEC Paris 1983 — 1983
Business
Middlebury College 1978 — 1980
MA, Russian
University of Pennsylvania 1974 — 1979
BA, Foreign Languages and Natural Science
HEC Paris
Kenneth Mino's Shearson Lehman Brothers Experience 1988 - 1992
Job Vice President at Citigroup Global Markets, Inc.
Industry Financial Services
Experience
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Citigroup Global Markets, Inc. 2013 - Present
KCM Consulting Corporation 2009 - 2013
MF Global Ltd. 2007 - 2009
KCM Consulting Corporation 2007 - 2007
UBS Wealth Management 2006 - 2006
UBS Wealth Management 2000 - 2006
PaineWebber 1999 - 2000
Prudential Securities 1995 - 1999
Merrill Lynch 1992 - 1993
Shearson Lehman Brothers 1988 - 1992
Skills
Credit Risk, Capital Markets, Securities, Credit, Derivatives, Equities, Collateral Management, Finance, Hedge Funds, Commodity, Investment Banking, Fixed Income, Structured Products, Trading, Options, Market Risk, FX Options
Education
Fordham University
Alexandra Alie Pruner's Shearson Lehman Brothers Experience 1984 - 1990
Job Board of Directors, Houston Zoo
Industry Investment Banking
Experience
Tudor, Pickering, Holt & Co. February 2007 - Present
Gulf Publishing Company 2002 - 2007
PetroCosm 2000 - 2001
The Houston Exploration Company November 1996 - May 2000
NUI Corporation 1991 - 1996
Shearson Lehman Brothers 1984 - 1990
Burson-Marsteller 1983 - 1984
Burson-Marsteller 1983 - 1984
Brown University 1982 - 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Valuation, Business Strategy, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Due Diligence, Private Equity, Portfolio Management, Investment Banking
Education
Brown University 1979 — 1983
Bachelor of Arts (B.A.), Economics
U of C Lab School 1975 — 1979
Tudor, Pickering, Holt & Co. February 2007 - Present
Gulf Publishing Company 2002 - 2007
PetroCosm 2000 - 2001
The Houston Exploration Company November 1996 - May 2000
NUI Corporation 1991 - 1996
Shearson Lehman Brothers 1984 - 1990
Burson-Marsteller 1983 - 1984
Burson-Marsteller 1983 - 1984
Brown University 1982 - 1983
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Valuation, Business Strategy, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Due Diligence, Private Equity, Portfolio Management, Investment Banking
Education
Brown University 1979 — 1983
Bachelor of Arts (B.A.), Economics
U of C Lab School 1975 — 1979
Richard Scotto-Lavino's Shearson Lehman Brothers Experience January 2001 - January 2003
Job FMW Sales Manager at Oracle
Industry Financial Services
Experience
Oracle August 2015 - Present
Oracle September 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citigroup November 2007 - June 2009
Citigroup January 2003 - November 2007
Shearson Lehman Brothers January 2001 - January 2003
Smith Barney January 1997 - January 2001
Skills
Equities, Risk Management, Program Management, Business Intelligence, Portfolio Management, Fixed Income, Financial Services, Management, Change Management, Vendor Management, Project Portfolio..., Security, SDLC, Business Process..., Trading Systems, Financial Risk, PMO, Capital Markets
Education
City University of New York-College of Staten Island 1987 — 1991
Computer Science, Computer and Information Sciences, General
City University of New York City College 1985 — 1987
Electrical Engineering
Oracle August 2015 - Present
Oracle September 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citigroup November 2007 - June 2009
Citigroup January 2003 - November 2007
Shearson Lehman Brothers January 2001 - January 2003
Smith Barney January 1997 - January 2001
Skills
Equities, Risk Management, Program Management, Business Intelligence, Portfolio Management, Fixed Income, Financial Services, Management, Change Management, Vendor Management, Project Portfolio..., Security, SDLC, Business Process..., Trading Systems, Financial Risk, PMO, Capital Markets
Education
City University of New York-College of Staten Island 1987 — 1991
Computer Science, Computer and Information Sciences, General
City University of New York City College 1985 — 1987
Electrical Engineering
Doug D'Apuzzo's Shearson Lehman Brothers Experience 1987 - 1988
Job Owner, D'Apuzzo Import Group, Roscoe Development Corp.
Industry Wine and Spirits
Experience
D'Apuzzo Import Group January 2013 - Present
Roscoe Development Corp. February 1992 - Present
Boulder Country Day School July 2006 - June 2011
Town of Mt. Crested Butte April 1996 - March 1998
Shearson Lehman Hutton 1988 - 1989
Shearson Lehman Brothers 1987 - 1988
Skills
Management, Strategic Planning, New Business Development, Real Estate, Marketing Strategy, Start-ups, Entrepreneurship, Contract Negotiation, Marketing, Sales, Business Planning, Social Media, Selling, Business Development, Business Strategy, Investments, Portfolio Management, Strategy, Private Equity, Negotiation, Sales Management, Italian Wine
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1989 — 1990
MS, Real Estate Development
University of Colorado Boulder - Leeds School of Business 1983 — 1987
BS, Real Estate
D'Apuzzo Import Group January 2013 - Present
Roscoe Development Corp. February 1992 - Present
Boulder Country Day School July 2006 - June 2011
Town of Mt. Crested Butte April 1996 - March 1998
Shearson Lehman Hutton 1988 - 1989
Shearson Lehman Brothers 1987 - 1988
Skills
Management, Strategic Planning, New Business Development, Real Estate, Marketing Strategy, Start-ups, Entrepreneurship, Contract Negotiation, Marketing, Sales, Business Planning, Social Media, Selling, Business Development, Business Strategy, Investments, Portfolio Management, Strategy, Private Equity, Negotiation, Sales Management, Italian Wine
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1989 — 1990
MS, Real Estate Development
University of Colorado Boulder - Leeds School of Business 1983 — 1987
BS, Real Estate
Peter Vatalaro's Shearson Lehman Brothers Experience January 1991 - January 1993
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
WILMINGTON TRUST COMPANY April 2008 - Present
Management Consultant April 2006 - April 2008
KeyCorp April 1998 - March 2006
Smith Barney Private Trust Companies January 1995 - January 1998
Smith Barney Global Risk Management January 1994 - January 1995
Smith Barney Corporate Planning January 1993 - January 1994
Shearson Lehman Brothers January 1991 - January 1993
Shearson Lehman Brothers January 1988 - January 1991
Wheelock Inc January 1985 - January 1988
Hess Corporation June 1980 - January 1985
Skills
Risk Management, Financial Analysis, Finance, Strategy, Process Improvement, Forecasting, Analysis, Due Diligence, Investments, Financial Services, Cross-functional Team..., Management, Managerial Finance, Leadership, Mergers, Banking, Asset Management
Education
Boston University
BS, Business Administration; Accounting and Finance
Seton Hall University
MBA, Finance
WILMINGTON TRUST COMPANY April 2008 - Present
Management Consultant April 2006 - April 2008
KeyCorp April 1998 - March 2006
Smith Barney Private Trust Companies January 1995 - January 1998
Smith Barney Global Risk Management January 1994 - January 1995
Smith Barney Corporate Planning January 1993 - January 1994
Shearson Lehman Brothers January 1991 - January 1993
Shearson Lehman Brothers January 1988 - January 1991
Wheelock Inc January 1985 - January 1988
Hess Corporation June 1980 - January 1985
Skills
Risk Management, Financial Analysis, Finance, Strategy, Process Improvement, Forecasting, Analysis, Due Diligence, Investments, Financial Services, Cross-functional Team..., Management, Managerial Finance, Leadership, Mergers, Banking, Asset Management
Education
Boston University
BS, Business Administration; Accounting and Finance
Seton Hall University
MBA, Finance
Harvey Resnick's Shearson Lehman Brothers Experience 1984 - 1988
Job Principal at HResnick&Associates
Industry Management Consulting
Experience
HResnick&Associates 2007 - Present
Hay Group July 1995 - September 2007
RHR International 1990 - 1995
Shearson Lehman Brothers 1984 - 1988
Skills
Talent Management, Succession Planning, Executive Coaching, Career Development, Organizational..., Leadership, Organizational Design, Program Management, 360 Feedback, Organizational..., Executive Development, Culture Change, Emotional Intelligence, Leadership Development, Management Development
Education
The Ohio State University 1967 — 1971
Ph.D., Psychology
City University of New York-Brooklyn College 1963 — 1967
BA, Psychology
HResnick&Associates 2007 - Present
Hay Group July 1995 - September 2007
RHR International 1990 - 1995
Shearson Lehman Brothers 1984 - 1988
Skills
Talent Management, Succession Planning, Executive Coaching, Career Development, Organizational..., Leadership, Organizational Design, Program Management, 360 Feedback, Organizational..., Executive Development, Culture Change, Emotional Intelligence, Leadership Development, Management Development
Education
The Ohio State University 1967 — 1971
Ph.D., Psychology
City University of New York-Brooklyn College 1963 — 1967
BA, Psychology
Bob Reeves's Shearson Lehman Brothers Experience 1985 - 1994
Job Chief Financial Officer at Gresham Investment Management LLC
Industry Financial Services
Experience
Gresham Investment Management LLC 2009 - Present
Newedge USA, LLC 2002 - 2008
Elbit Vflash Inc. 2000 - 2002
ABN AMRO Inc. 1997 - 2000
ING Barings Securities 1994 - 1997
Shearson Lehman Brothers 1985 - 1994
PricewaterhouseCoopers 1976 - 1985
Education
Fairfield University 1968 — 1972
BS, Accounting
Gresham Investment Management LLC 2009 - Present
Newedge USA, LLC 2002 - 2008
Elbit Vflash Inc. 2000 - 2002
ABN AMRO Inc. 1997 - 2000
ING Barings Securities 1994 - 1997
Shearson Lehman Brothers 1985 - 1994
PricewaterhouseCoopers 1976 - 1985
Education
Fairfield University 1968 — 1972
BS, Accounting
Gloria Darcey-Adams's Shearson Lehman Brothers Experience 1988 - 1993
Job Project Manager at IBM
Industry Information Services
Experience
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
A. John Wright's Shearson Lehman Brothers Experience 1983 - 1987
Job Portfolio Manager at Glenmede Trust
Industry Financial Services
Experience
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Glenmede Trust Company November 2008 - Present
US Trust June 1993 - October 2008
Bank of New York Mellon 1987 - 1993
Shearson Lehman brothers 1983 - 1987
Continental Insurance Corp. 1978 - 1983
Education
Thunderbird School of Global Management 1977 — 1977
MIM
Bucknell University 1972 — 1976
ba
Deerfield Academy 1969 — 1972
Lawrence Smoler's Shearson Lehman Brothers Experience March 1990 - March 1991
Job Managing Director Of Two Bridges Capital
Industry Real Estate
Experience
Two Bridges Capital April 2014 - Present
Torchlight Investors April 2009 - March 2014
MetLife April 2006 - December 2008
MetLife January 2004 - March 2006
MetLife June 2002 - December 2003
Argus Software September 2000 - September 2001
GVA Williams, Inc March 1999 - September 2000
CBRE May 1991 - March 1999
CB Richard Ellis 1995 - 1998
Shearson Lehman Brothers March 1990 - March 1991
Skills
Acquisitions, Alternative Investments, Asset Management, Asset Managment, Business Development, Cash Management, Disposition, Due Diligence, Expenses, Budgets, Finance, Financial Analysis, Investment Properties, Investments, Leadership, Loans, Management, New Business Development, Portfolio Management, Real Estate Transactions, Sales, Strategic Financial..., Strategy, Team Leadership, Teamwork, Valuation, Real Estate Development, Real Estate
Education
New York University 1994 — 2008
Masters of Science, Real Estate Investments
Binghamton University 1982 — 1987
BA, Economics
Two Bridges Capital April 2014 - Present
Torchlight Investors April 2009 - March 2014
MetLife April 2006 - December 2008
MetLife January 2004 - March 2006
MetLife June 2002 - December 2003
Argus Software September 2000 - September 2001
GVA Williams, Inc March 1999 - September 2000
CBRE May 1991 - March 1999
CB Richard Ellis 1995 - 1998
Shearson Lehman Brothers March 1990 - March 1991
Skills
Acquisitions, Alternative Investments, Asset Management, Asset Managment, Business Development, Cash Management, Disposition, Due Diligence, Expenses, Budgets, Finance, Financial Analysis, Investment Properties, Investments, Leadership, Loans, Management, New Business Development, Portfolio Management, Real Estate Transactions, Sales, Strategic Financial..., Strategy, Team Leadership, Teamwork, Valuation, Real Estate Development, Real Estate
Education
New York University 1994 — 2008
Masters of Science, Real Estate Investments
Binghamton University 1982 — 1987
BA, Economics
Jayne Millard's Shearson Lehman Brothers Experience 1981 - 1985
Job CEO, Turtle & Hughes, Inc.
Industry Logistics and Supply Chain
Experience
Turtle & Hughes, Inc. 2010 - Present
Turtle & Hughes, Inc. November 2008 - April 2010
Turtle & Hughes, Inc. 1999 - 2008
The Martha Graham Center of Contemporary Dance 1985 - 1990
Shearson Lehman Brothers 1981 - 1985
Skills
New Business Development, Strategic Planning, Contract Negotiation, Marketing Strategy, Pricing, Account Management, Sales, Product Development, Marketing, Business Development, Operations Management, Procurement, Retail, Budgets, Supply Chain Management, Logistics, Sales Operations, Cross-functional Team..., Management, Process Improvement, Manufacturing, Project Management, Customer Service, Product Marketing, Business Strategy, Supply Chain, Analysis, Business Planning, B2B, Contract Management
Education
Dominican University of California 1997 — 1999
MBA
Turtle & Hughes, Inc. 2010 - Present
Turtle & Hughes, Inc. November 2008 - April 2010
Turtle & Hughes, Inc. 1999 - 2008
The Martha Graham Center of Contemporary Dance 1985 - 1990
Shearson Lehman Brothers 1981 - 1985
Skills
New Business Development, Strategic Planning, Contract Negotiation, Marketing Strategy, Pricing, Account Management, Sales, Product Development, Marketing, Business Development, Operations Management, Procurement, Retail, Budgets, Supply Chain Management, Logistics, Sales Operations, Cross-functional Team..., Management, Process Improvement, Manufacturing, Project Management, Customer Service, Product Marketing, Business Strategy, Supply Chain, Analysis, Business Planning, B2B, Contract Management
Education
Dominican University of California 1997 — 1999
MBA
Philip Waxelbaum's Shearson Lehman Brothers Experience December 1992 - July 1994
Job Financial Services Consulting and Professional Recruiting
Industry Financial Services
Experience
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Masada Consulting in association with Willis Consulting June 2015 - Present
Financial Services and Private Wealth Advisory Managment December 2012 - June 2015
Masada Consulting December 2011 - December 2012
JP Morgan Chase July 2010 - December 2011
Deutsche Bank March 2006 - January 2010
UBS 2003 - 2006
Smith Barney December 1992 - March 2003
Shearson Lehman Brothers December 1992 - July 1994
Lehman Brothers 1989 - 1992
Prudential Securities December 1981 - March 1989
Skills
Investments, Securities, Management, Mutual Funds, Sales, Financial Services, Executive Management, Wealth Management..., Investment Banking, Financial Advisory, Banking, Strategic Financial..., Investment Strategies, Trading, Investment Management, Options, Risk Management, Finance, Derivatives, Bonds, Financial Markets, Private Equity, Valuation, Private Banking, Relationship Management, Credit Analysis, Financial Planning, Wealth, Cash Management, Equity Research, High Net Worth..., Structured Products
Education
Syracuse University 1973 — 1978
BS
Cornell University
Mary Beth Austin's Shearson Lehman Brothers Experience 1980 - 1992
Job Customer Services and Securities Processing Manager
Industry Financial Services
Experience
Pershing August 1999 - Present
PwC Consulting November 1998 - August 1999
NY LIFE SECURITIES April 1996 - November 1998
Kidder,peabody 1992 - 1996
Shearson Lehman Brothers 1980 - 1992
Skills
Back Office, Securities, Series 7, Financial Services, Retirement Planning, Retirement, Fixed Income, Equities, Mutual Funds, Hedge Funds, Options, Trading Systems, Asset Managment, Trading, Derivatives, Prime Brokerage, Series 24, Financial Markets
Education
College of Mount Saint Vincent 1978 — 1982
BA, Economics
Marymount University 1978 — 1982
Marymount University 1978 — 1980
BA, economics
Pershing August 1999 - Present
PwC Consulting November 1998 - August 1999
NY LIFE SECURITIES April 1996 - November 1998
Kidder,peabody 1992 - 1996
Shearson Lehman Brothers 1980 - 1992
Skills
Back Office, Securities, Series 7, Financial Services, Retirement Planning, Retirement, Fixed Income, Equities, Mutual Funds, Hedge Funds, Options, Trading Systems, Asset Managment, Trading, Derivatives, Prime Brokerage, Series 24, Financial Markets
Education
College of Mount Saint Vincent 1978 — 1982
BA, Economics
Marymount University 1978 — 1982
Marymount University 1978 — 1980
BA, economics
Robert Covino's Shearson Lehman Brothers Experience 1986 - 1992
Job Executive Director South Florida Complex Director at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
Jim Schoonover's Shearson Lehman Brothers Experience August 1983 - September 1987
Job National Sales Director at Cordant Health Services
Industry Health, Wellness and Fitness
Experience
Cordant Health Services November 2014 - Present
H2O For Life December 2012 - Present
Medtox Laboratories October 1997 - December 2012
The Olsten Corporation (ASB Meditest division) October 1990 - September 1997
Bio-Analytical Technologies September 1987 - October 1990
Shearson Lehman Brothers August 1983 - September 1987
Hyatt Hotels Corporation November 1980 - August 1983
Indian River Plantation September 1979 - November 1980
Skills
• Sales & Marketing..., New Revenue Generation, • Operational Management, • Partnership..., • Organizational..., • Excellent..., • New Product..., • Budgeting & Sales..., • Public..., Cross-functional Team..., Sales Management, Medical Devices, Healthcare, Marketing, Clinical Trials, Product Development, Sales, Leadership, Process Improvement, Training, Account Management, Management, Operations Management, Team Building, Program Management, Strategic Planning
Education
University of Saint Thomas - School of Business 2001 — 2004
Master of Business Administration (MBA), MBA, 4.0
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Political Science and Government
Cordant Health Services November 2014 - Present
H2O For Life December 2012 - Present
Medtox Laboratories October 1997 - December 2012
The Olsten Corporation (ASB Meditest division) October 1990 - September 1997
Bio-Analytical Technologies September 1987 - October 1990
Shearson Lehman Brothers August 1983 - September 1987
Hyatt Hotels Corporation November 1980 - August 1983
Indian River Plantation September 1979 - November 1980
Skills
• Sales & Marketing..., New Revenue Generation, • Operational Management, • Partnership..., • Organizational..., • Excellent..., • New Product..., • Budgeting & Sales..., • Public..., Cross-functional Team..., Sales Management, Medical Devices, Healthcare, Marketing, Clinical Trials, Product Development, Sales, Leadership, Process Improvement, Training, Account Management, Management, Operations Management, Team Building, Program Management, Strategic Planning
Education
University of Saint Thomas - School of Business 2001 — 2004
Master of Business Administration (MBA), MBA, 4.0
Cornell University 1975 — 1979
Bachelor of Arts (B.A.), Political Science and Government
Thomas Bonthuis's Shearson Lehman Brothers Experience 1987 - 1991
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2013 - December 2014
Distribution Planning, Inc. 1994 - 2008
MarketPlace Media, Inc. 1991 - 1994
Shearson Lehman Brothers 1987 - 1991
Old Kent Bank of Kalamazoo 1985 - 1987
Skills
Mergers, Loans, Finance, Start-ups, Retirement, IRAs, Small Business, Retirement Planning, Strategic Planning, Business Strategy, Budgets, Process Improvement, Commercial Banking, Management Consulting, Management, Investment Strategies
Education
Purdue University - Krannert School of Management 1978 — 1979
M.S.M., Finance
Calvin College 1974 — 1978
B.A., Political Science
Calvin Christian High School
Calvin Christian High School
Wells Fargo Advisors, LLC April 2013 - December 2014
Distribution Planning, Inc. 1994 - 2008
MarketPlace Media, Inc. 1991 - 1994
Shearson Lehman Brothers 1987 - 1991
Old Kent Bank of Kalamazoo 1985 - 1987
Skills
Mergers, Loans, Finance, Start-ups, Retirement, IRAs, Small Business, Retirement Planning, Strategic Planning, Business Strategy, Budgets, Process Improvement, Commercial Banking, Management Consulting, Management, Investment Strategies
Education
Purdue University - Krannert School of Management 1978 — 1979
M.S.M., Finance
Calvin College 1974 — 1978
B.A., Political Science
Calvin Christian High School
Calvin Christian High School
Stanley Stone's Shearson Lehman Brothers Experience February 1975 - February 1983
Job President at Stanley P Stone & Associates, Inc.
Industry Financial Services
Experience
Stanley P Stone & Associates, Inc. February 1985 - Present
L.F. Rothschild February 1983 - February 1985
Shearson Lehman Brothers February 1975 - February 1983
Skills
Bonds, Finance, Underwriting, Financial Advisory, Investments, Capital Markets, Structured Finance, Asset Management, Financial Structuring, Strategic Financial..., Credit, Valuation, Loans, Financial Modeling, Corporate Finance, Securities, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Wealth Management, Banking, Risk Management
Education
Columbia Graduate School of Business 1970 — 1972
MBA, Finance, General
Boston University 1962 — 1966
BS in BA, Business Administration and Management, General
Stanley P Stone & Associates, Inc. February 1985 - Present
L.F. Rothschild February 1983 - February 1985
Shearson Lehman Brothers February 1975 - February 1983
Skills
Bonds, Finance, Underwriting, Financial Advisory, Investments, Capital Markets, Structured Finance, Asset Management, Financial Structuring, Strategic Financial..., Credit, Valuation, Loans, Financial Modeling, Corporate Finance, Securities, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Wealth Management, Banking, Risk Management
Education
Columbia Graduate School of Business 1970 — 1972
MBA, Finance, General
Boston University 1962 — 1966
BS in BA, Business Administration and Management, General
Joseph D'Armiento's Shearson Lehman Brothers Experience January 1987 - January 1992
Job Efficiency Expert, Cost Reducer, and Streamliner of Operations
Industry Financial Services
Experience
VetAura Labs May 2012 - December 2012
AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND October 2010 - October 2011
US CENSUS April 2010 - August 2010
Audio Video Architects, http://ava-sf.com/# January 2006 - January 2010
ClubCorp January 2000 - January 2007
Entrepreneur January 1995 - January 2000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO MEDICAL CENTER January 1992 - January 1995
SHEARSON LEHMAN BROTHERS January 1987 - January 1992
Skills
Operations Management, Management, Analysis, Business Development, Marketing, Program Management, Entrepreneurship, Negotiation, Time Management, Training, Sales, Leadership
Education
City College of San Francisco 1980 — 1984
Bachelor of Science (B.S.), Industrial Engineering
RUTGERS UNIVERSITY COLLEGE OF ENGINEERING 1980 — 1984
B.S, Industrial Engineering
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Bachelor of Science,, Industrial Engineering, Finance
Don Bosco Preparatory High School 1976 — 1980
VetAura Labs May 2012 - December 2012
AMERICAN FEDERATION OF MUSICIANS AND EMPLOYERS' PENSION FUND October 2010 - October 2011
US CENSUS April 2010 - August 2010
Audio Video Architects, http://ava-sf.com/# January 2006 - January 2010
ClubCorp January 2000 - January 2007
Entrepreneur January 1995 - January 2000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO MEDICAL CENTER January 1992 - January 1995
SHEARSON LEHMAN BROTHERS January 1987 - January 1992
Skills
Operations Management, Management, Analysis, Business Development, Marketing, Program Management, Entrepreneurship, Negotiation, Time Management, Training, Sales, Leadership
Education
City College of San Francisco 1980 — 1984
Bachelor of Science (B.S.), Industrial Engineering
RUTGERS UNIVERSITY COLLEGE OF ENGINEERING 1980 — 1984
B.S, Industrial Engineering
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Bachelor of Science,, Industrial Engineering, Finance
Don Bosco Preparatory High School 1976 — 1980
Michael Yellin's Shearson Lehman Brothers Experience 1986 - 1991
Job Independent Financial Services Professional
Industry Financial Services
Experience
Yellin Consulting Services July 2000 - Present
Citigroup June 1996 - June 2000
Smith Barney 1992 - 1996
Shearson Lehman Brothers 1986 - 1991
Mobil Oil 1983 - 1986
Amerada Hess 1980 - 1982
Skills
Investments, Asset Managment, Capital Markets, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Securities, Mutual Funds, Wealth Management, Asset Management, Retirement Planning, Management Consulting, Financial Services
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE, Finance and Marketing
Yellin Consulting Services July 2000 - Present
Citigroup June 1996 - June 2000
Smith Barney 1992 - 1996
Shearson Lehman Brothers 1986 - 1991
Mobil Oil 1983 - 1986
Amerada Hess 1980 - 1982
Skills
Investments, Asset Managment, Capital Markets, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Securities, Mutual Funds, Wealth Management, Asset Management, Retirement Planning, Management Consulting, Financial Services
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE, Finance and Marketing
Jeff Hollinshead's Shearson Lehman Brothers Experience July 1988 - August 1993
Job Financial Services Professional
Industry Financial Services
Experience
Citi Markets and Banking August 1993 - March 2008
Shearson Lehman Brothers July 1988 - August 1993
Education
Cornell University
B.S., Hotel Administration
Citi Markets and Banking August 1993 - March 2008
Shearson Lehman Brothers July 1988 - August 1993
Education
Cornell University
B.S., Hotel Administration
Dan Longiaru's Shearson Lehman Brothers Experience 1980 - 1998
Job President at Strata Associates, Inc.
Industry Construction
Experience
Strata Associates, Inc. 2001 - Present
Starr Group 2001 - 2010
AIG 1998 - 2001
Smith Barney 1980 - 1998
Shearson Lehman Brothers 1980 - 1998
Skills
Project Management, Strategic Planning, Team Building, Contract Negotiation, Risk Management, New Business Development, Budgets, Process Improvement, Operations Management, Proposal Writing, Leadership, Program Management, Business Analysis, Vendor Management, Construction, Management, Contract Management, MS Project, Project Planning, Business Development, Software Project..., Information Technology, Securities, Training, Management Consulting, Integration, Sales, Due Diligence, Recruiting, Business Strategy, Customer Satisfaction, IT Strategy, Financial Services, SDLC, Marketing, Customer Service, Visio, Public Speaking, Software Documentation, CRM, Team Management, Analysis, Cross-functional Team..., Project Portfolio..., Insurance, PMO, Portfolio Management
Education
City University of New York City College
Bachelor of Arts (B.A.), History, 3.5
Strata Associates, Inc. 2001 - Present
Starr Group 2001 - 2010
AIG 1998 - 2001
Smith Barney 1980 - 1998
Shearson Lehman Brothers 1980 - 1998
Skills
Project Management, Strategic Planning, Team Building, Contract Negotiation, Risk Management, New Business Development, Budgets, Process Improvement, Operations Management, Proposal Writing, Leadership, Program Management, Business Analysis, Vendor Management, Construction, Management, Contract Management, MS Project, Project Planning, Business Development, Software Project..., Information Technology, Securities, Training, Management Consulting, Integration, Sales, Due Diligence, Recruiting, Business Strategy, Customer Satisfaction, IT Strategy, Financial Services, SDLC, Marketing, Customer Service, Visio, Public Speaking, Software Documentation, CRM, Team Management, Analysis, Cross-functional Team..., Project Portfolio..., Insurance, PMO, Portfolio Management
Education
City University of New York City College
Bachelor of Arts (B.A.), History, 3.5
deborah grayer's Shearson Lehman Brothers Experience 1987 - 2002
Job programmer analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch February 2009 - Present
shearshon lehman 1987 - 2002
Shearson Lehman Brothers 1987 - 2002
Education
City University of New York 1975 — 1978
medical tyechnology
Merrill Lynch February 2009 - Present
shearshon lehman 1987 - 2002
Shearson Lehman Brothers 1987 - 2002
Education
City University of New York 1975 — 1978
medical tyechnology
Maria Fields's Shearson Lehman Brothers Experience January 1987 - November 1987
Job Managing Director, Investor Relations at Joule Assets Inc.
Industry Financial Services
Experience
Joule Assets Inc. May 2014 - Present
Joule Assets Inc. June 2010 - May 2014
Northern Westchester Energy Action Consortium/NWEAC May 2009 - May 2014
The Wilkerson Group 1991 - 1993
Pfizer 1987 - 1991
Shearson Lehman Brothers January 1987 - November 1987
Fairchild Republic 1984 - 1986
Skills
Entrepreneurship, Business Development, Sustainability, Market Research, Strategic Partnerships, Negotiation, Marketing Strategy, Marketing, Business Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management of Innovation
Lehigh University 1980 — 1984
BS and BA, Mechanical Engineering and Fine Arts
Joule Assets Inc. May 2014 - Present
Joule Assets Inc. June 2010 - May 2014
Northern Westchester Energy Action Consortium/NWEAC May 2009 - May 2014
The Wilkerson Group 1991 - 1993
Pfizer 1987 - 1991
Shearson Lehman Brothers January 1987 - November 1987
Fairchild Republic 1984 - 1986
Skills
Entrepreneurship, Business Development, Sustainability, Market Research, Strategic Partnerships, Negotiation, Marketing Strategy, Marketing, Business Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Management of Innovation
Lehigh University 1980 — 1984
BS and BA, Mechanical Engineering and Fine Arts
Jack Holker's Shearson Lehman Brothers Experience 1984 - 1986
Job Owner of Holker Consulting
Industry Professional Training & Coaching
Experience
Holker Consulting 2001 - Present
Brady Group 1994 - 2001
Inacom Communications 1993 - 1994
AT&T 1988 - 1993
Piper, Jaffray & Hopwood 1986 - 1987
Shearson Lehman Brothers 1984 - 1986
E. F. Hutton 1981 - 1984
Skills
Leadership Development, Strategic Planning, Coaching, Public Speaking, Leadership, Telecommunications, Business Strategy, Start-ups, Team Building, Strategy, Entrepreneurship, Business Development, Sales, Business Planning, Small Business, Marketing Strategy, New Business Development
Education
Brigham Young University 1977 — 1981
BS, Business Management-Finance
Ricks College 1973 — 1974
Holker Consulting 2001 - Present
Brady Group 1994 - 2001
Inacom Communications 1993 - 1994
AT&T 1988 - 1993
Piper, Jaffray & Hopwood 1986 - 1987
Shearson Lehman Brothers 1984 - 1986
E. F. Hutton 1981 - 1984
Skills
Leadership Development, Strategic Planning, Coaching, Public Speaking, Leadership, Telecommunications, Business Strategy, Start-ups, Team Building, Strategy, Entrepreneurship, Business Development, Sales, Business Planning, Small Business, Marketing Strategy, New Business Development
Education
Brigham Young University 1977 — 1981
BS, Business Management-Finance
Ricks College 1973 — 1974
Albert Allred's Shearson Lehman Brothers Experience July 1990 - May 1992
Job Manager, Finance Systems Strategy & Development at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company May 2007 - Present
Ford Motor Company March 2005 - April 2007
Ford Motor Company May 2004 - March 2005
Ford Motor Company August 1999 - August 2002
Ford Motor Company June 1997 - August 1999
Ford Motor Company June 1995 - June 1997
DHL Worldwide Express July 1993 - January 1994
Shearson Lehman Brothers July 1990 - May 1992
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Finance
Brigham Young University 1986 — 1990
B.A., Economics & International Relations
Ford Motor Company May 2007 - Present
Ford Motor Company March 2005 - April 2007
Ford Motor Company May 2004 - March 2005
Ford Motor Company August 1999 - August 2002
Ford Motor Company June 1997 - August 1999
Ford Motor Company June 1995 - June 1997
DHL Worldwide Express July 1993 - January 1994
Shearson Lehman Brothers July 1990 - May 1992
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Finance
Brigham Young University 1986 — 1990
B.A., Economics & International Relations
Debra Dalbora's Shearson Lehman Brothers Experience 1983 - 1988
Job Administrative Assistant
Industry Staffing and Recruiting
Experience
Integrated Resources Inc. December 2008 - Present
Versatech Consulting 2000 - 2008
Compass Advisors 1996 - 1999
Morgan Stanley & Co. 1985 - 1995
Shearson Lehman Brothers 1983 - 1988
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Recruiting, Contract Recruitment, Talent Acquisition, Vendor Management, Sourcing, Temporary Staffing, Benefits Negotiation, Screening Resumes
Education
Broward College 1976 — 1978
Legal Secretarial Sciences
Piper High School 1973 — 1976
Business Administration
Integrated Resources Inc. December 2008 - Present
Versatech Consulting 2000 - 2008
Compass Advisors 1996 - 1999
Morgan Stanley & Co. 1985 - 1995
Shearson Lehman Brothers 1983 - 1988
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Recruiting, Contract Recruitment, Talent Acquisition, Vendor Management, Sourcing, Temporary Staffing, Benefits Negotiation, Screening Resumes
Education
Broward College 1976 — 1978
Legal Secretarial Sciences
Piper High School 1973 — 1976
Business Administration
Kathy Shishko's Shearson Lehman Brothers Experience 1983 - 1985
Job Penn State University
Industry Education Management
Experience
Penn State University 2005 - Present
Chester County Cares 1999 - Present
Shearson Lehman Brothers 1983 - 1985
Skills
PowerPoint, Microsoft Office, Event Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
Management
Adelphi University
Management, Accounting
Penn State University 2005 - Present
Chester County Cares 1999 - Present
Shearson Lehman Brothers 1983 - 1985
Skills
PowerPoint, Microsoft Office, Event Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
Management
Adelphi University
Management, Accounting
Albert Allred's Shearson Lehman Brothers Experience 1990 - 1992
Job Controller at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company 1994 - Present
DHL 1993 - 1994
Shearson Lehman Brothers 1990 - 1992
Skills
Management, Process Improvement, Forecasting, Microsoft Excel, Strategic Planning, Financial Analysis, Business Planning, Internal Audit, Systems Design, Automotive, Budgeting, Variance Analysis, Business Case..., Investments, Foreign Exchange, Capex, Internal Controls, Training Program..., Training Course..., Recruiting, Vehicles
Education
University of South Carolina-Columbia
Master of Business Administration (M.B.A.), International Business Studies (MIBS)
Brigham Young University
Bachelor’s Degree, Economics and International Relations
Ford Motor Company 1994 - Present
DHL 1993 - 1994
Shearson Lehman Brothers 1990 - 1992
Skills
Management, Process Improvement, Forecasting, Microsoft Excel, Strategic Planning, Financial Analysis, Business Planning, Internal Audit, Systems Design, Automotive, Budgeting, Variance Analysis, Business Case..., Investments, Foreign Exchange, Capex, Internal Controls, Training Program..., Training Course..., Recruiting, Vehicles
Education
University of South Carolina-Columbia
Master of Business Administration (M.B.A.), International Business Studies (MIBS)
Brigham Young University
Bachelor’s Degree, Economics and International Relations
Scott Freidenrich's Shearson Lehman Brothers Experience 1988 - 1991
Job EVP / Treasurer at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2010 - Present
Citigroup 2009 - 2010
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Salomon Smith Barney 2003 - 2005
Salomon Smith Barney 1997 - 2003
Smith Barney Harris Upham 1991 - 1997
Shearson Lehman Brothers 1988 - 1991
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
Bachelors, Finance, Economics
Bank of New York Mellon 2010 - Present
Citigroup 2009 - 2010
Citigroup 2007 - 2009
Citigroup 2005 - 2007
Salomon Smith Barney 2003 - 2005
Salomon Smith Barney 1997 - 2003
Smith Barney Harris Upham 1991 - 1997
Shearson Lehman Brothers 1988 - 1991
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1988
Bachelors, Finance, Economics
Linda Kubie's Shearson Lehman Brothers Experience 1981 - 1988
Job Broker Associate at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman September 2012 - Present
Coldwell Banker Real Estate June 2011 - September 2012
Illustrated Properties Real Estate PGA September 2001 - June 2011
Prudential Carolina Real Estate June 1995 - June 2001
Shearson Lehman Brothers 1981 - 1988
Skills
Sales, Negotiation, Contract Negotiation, Marketing, Real Estate, Single Family Homes, Selling, Sellers, Small Business, Short Sales, Public Speaking, Entrepreneurship, Wellness, Social Media Marketing, First Time Home Buyers, Wellness Coaching, Marketing Strategy, Investment Properties
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
B.S., Economics and Marketing
Fashion Institute of Technology 1977 — 1979
Associate of Arts and Sciences (A.A.S.), Fashion Merchandising
Douglas Elliman September 2012 - Present
Coldwell Banker Real Estate June 2011 - September 2012
Illustrated Properties Real Estate PGA September 2001 - June 2011
Prudential Carolina Real Estate June 1995 - June 2001
Shearson Lehman Brothers 1981 - 1988
Skills
Sales, Negotiation, Contract Negotiation, Marketing, Real Estate, Single Family Homes, Selling, Sellers, Small Business, Short Sales, Public Speaking, Entrepreneurship, Wellness, Social Media Marketing, First Time Home Buyers, Wellness Coaching, Marketing Strategy, Investment Properties
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
B.S., Economics and Marketing
Fashion Institute of Technology 1977 — 1979
Associate of Arts and Sciences (A.A.S.), Fashion Merchandising
Malkie Lundner's Shearson Lehman Brothers Experience 1984 - 1989
Job SVP, COO at MainLine Resources Group
Industry Financial Services
Experience
MainLine Resources Group 2001 - Present
Goldman Sachs 1990 - 2006
Shearson Lehman Brothers 1984 - 1989
Skills
Business Planning, Product Management, Business Development, Inestments & Investment..., Software Lifecycle..., interviews, Judaism, Portfolio Management, Private Equity, Research, Venture Capital, Integration, Asset Management, Finance, Interviews, Leadership Development, Program Management, Strategic Partnerships, Team Building, Fundraising, Training, Negotiation, Budgets, Marketing, Nonprofits, Derivatives, Contract Negotiation
Education
Baruch College 1981 — 1982
Master of Science (MS), Systems Development, Finance
Yeshiva University SCW
BS, Education/Psychology
MainLine Resources Group 2001 - Present
Goldman Sachs 1990 - 2006
Shearson Lehman Brothers 1984 - 1989
Skills
Business Planning, Product Management, Business Development, Inestments & Investment..., Software Lifecycle..., interviews, Judaism, Portfolio Management, Private Equity, Research, Venture Capital, Integration, Asset Management, Finance, Interviews, Leadership Development, Program Management, Strategic Partnerships, Team Building, Fundraising, Training, Negotiation, Budgets, Marketing, Nonprofits, Derivatives, Contract Negotiation
Education
Baruch College 1981 — 1982
Master of Science (MS), Systems Development, Finance
Yeshiva University SCW
BS, Education/Psychology
Gabriel D'Amica's Shearson Lehman Brothers Experience September 1986 - September 1992
Job at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Pierce Onthank's Shearson Lehman Brothers Experience 1994 - 1996
Job President & CEO at American Energy group Ltd
Industry Oil & Energy
Experience
American Energy group Ltd 2003 - Present
Crary Onthank & O'Neil 1998 - 2003
Auerbach Pollak & Richardson Inc. 1996 - 1998
Shearson Lehman Brothers 1994 - 1996
Paine Webber 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Bear Stearns & Co 1985 - 1988
Merrill Lynch, Pierce, Fenner & Smithh 1984 - 1985
Skills
Mergers, Strategic Planning, Business Strategy, Energy, Petroleum, Venture Capital, Gas, New Business Development, Management Consulting, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling, Entrepreneurship, Portfolio Management, Finance, Investments, Equities, Management, Private Equity, Due Diligence, Risk Management, Joint Ventures, Business Planning
Education
Denison University 1979 — 1983
BA, Economics, Varsity Baseball (Pitcher), Varsity Soccer (Goalie)
Denison University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Loomis Chaffee Prep School 1976 — 1979
American Energy group Ltd 2003 - Present
Crary Onthank & O'Neil 1998 - 2003
Auerbach Pollak & Richardson Inc. 1996 - 1998
Shearson Lehman Brothers 1994 - 1996
Paine Webber 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Bear Stearns & Co 1985 - 1988
Merrill Lynch, Pierce, Fenner & Smithh 1984 - 1985
Skills
Mergers, Strategic Planning, Business Strategy, Energy, Petroleum, Venture Capital, Gas, New Business Development, Management Consulting, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling, Entrepreneurship, Portfolio Management, Finance, Investments, Equities, Management, Private Equity, Due Diligence, Risk Management, Joint Ventures, Business Planning
Education
Denison University 1979 — 1983
BA, Economics, Varsity Baseball (Pitcher), Varsity Soccer (Goalie)
Denison University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Loomis Chaffee Prep School 1976 — 1979
Michael Brophy's Shearson Lehman Brothers Experience 1985 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School
George J Garro's Shearson Lehman Brothers Experience 1988 - 1990
Job Branch Manager / Senior Vice President Investments at Raymond James .
Industry Investment Management
Experience
Raymond James . November 2012 - Present
Sanders Morris Harris September 2009 - November 2012
Morgan Stanley Smith Barney 1999 - 2009
Smith Barney 1994 - 1999
Shearson Lehman Brothers 1988 - 1990
EF Hutton and Co., Inc. 1985 - 1988
EF Hutton & Co., Inc 1982 - 1985
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Analyst
Eastern New Mexico University 1967 — 1972
BBA, Business Administration
Raymond James . November 2012 - Present
Sanders Morris Harris September 2009 - November 2012
Morgan Stanley Smith Barney 1999 - 2009
Smith Barney 1994 - 1999
Shearson Lehman Brothers 1988 - 1990
EF Hutton and Co., Inc. 1985 - 1988
EF Hutton & Co., Inc 1982 - 1985
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Analyst
Eastern New Mexico University 1967 — 1972
BBA, Business Administration
James B Newman's Shearson Lehman Brothers Experience October 1973 - October 1982
Job President at Witherspoon Analytics Inc.
Industry Investment Banking
Experience
Witherspoon Analytics Inc. September 1985 - Present
Basic Strategies Corp October 1982 - September 1985
Shearson Lehman Brothers October 1973 - October 1982
Skills
Due Diligence, Business Valuation, Corporate Development, Private Placements, M&A experience, Hedge Funds, LBO, Financial Structuring, Alternative Investments, IPO, Divestitures, Equity Research, Capital Raising, Structured Finance, Restructuring, Finance, Fixed Income, Securities, Project Finance, Bloomberg, Asset Management, Portfolio Management, Public Speaking, Marketing Strategy, Options, Mergers & Acquisitions, Program Management, Leadership, Strategic Planning, Team Building, Strategy, New Business Development, Nonprofits, Management, Marketing
Education
The College of William and Mary 1969 — 1973
B.B.A., Management/Finance-Marketing
Columbia Business School
MBA, Finance
Witherspoon Analytics Inc. September 1985 - Present
Basic Strategies Corp October 1982 - September 1985
Shearson Lehman Brothers October 1973 - October 1982
Skills
Due Diligence, Business Valuation, Corporate Development, Private Placements, M&A experience, Hedge Funds, LBO, Financial Structuring, Alternative Investments, IPO, Divestitures, Equity Research, Capital Raising, Structured Finance, Restructuring, Finance, Fixed Income, Securities, Project Finance, Bloomberg, Asset Management, Portfolio Management, Public Speaking, Marketing Strategy, Options, Mergers & Acquisitions, Program Management, Leadership, Strategic Planning, Team Building, Strategy, New Business Development, Nonprofits, Management, Marketing
Education
The College of William and Mary 1969 — 1973
B.B.A., Management/Finance-Marketing
Columbia Business School
MBA, Finance
Pauline Ortiz's Shearson Lehman Brothers Experience August 1983 - July 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
Robert Greenwald's Shearson Lehman Brothers Experience September 1980 - September 1990
Job Managing Director at ALS, Inc.
Industry Capital Markets
Experience
ALS, Inc. February 2006 - Present
PT-1 Communications 1996 - 2001
The Koll Comapny 1992 - 1996
Shearson Lehman Brothers September 1980 - September 1990
Education
Brooklyn Law School 1976 — 1979
Doctor of Law (JD)
ALS, Inc. February 2006 - Present
PT-1 Communications 1996 - 2001
The Koll Comapny 1992 - 1996
Shearson Lehman Brothers September 1980 - September 1990
Education
Brooklyn Law School 1976 — 1979
Doctor of Law (JD)
Douglas Charchenko's Shearson Lehman Brothers Experience 1983 - 1987
Job Senior Vice President at Montague DeRose and Associates, LLC
Industry Investment Banking
Experience
Montague DeRose and Associates, LLC February 2012 - Present
Wedbush Securities June 2004 - January 2012
RBC Capital Markets 2001 - 2004
Sutro and Co. 1995 - 2001
Kidder Peabody 1993 - 1995
Prudential Securities 1987 - 1993
Shearson Lehman Brothers 1983 - 1987
Various California cities 1970 - 1982
Skills
Financial Analysis, Strategic Financial..., Port, Airport and..., General Government..., Finance, Public Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
California State University-Long Beach
Master of Public Administration (MPA)
Montague DeRose and Associates, LLC February 2012 - Present
Wedbush Securities June 2004 - January 2012
RBC Capital Markets 2001 - 2004
Sutro and Co. 1995 - 2001
Kidder Peabody 1993 - 1995
Prudential Securities 1987 - 1993
Shearson Lehman Brothers 1983 - 1987
Various California cities 1970 - 1982
Skills
Financial Analysis, Strategic Financial..., Port, Airport and..., General Government..., Finance, Public Finance
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS)
California State University-Long Beach
Master of Public Administration (MPA)
Shannon Franklin, PHR's Shearson Lehman Brothers Experience May 1982 - December 1991
Job Executive Assistant to the President and Secretary, Board of Education at Blue Mountain Community College
Industry Higher Education
Experience
Blue Mountain Community College February 2013 - Present
Blue Mountain Community College February 2004 - February 2013
Smith Barney January 1992 - December 2003
Shearson Lehman Brothers May 1982 - December 1991
Skills
Higher Education, Coaching, Policy, Leadership, Research, Microsoft Excel, E-Learning, Training, Fundraising, Community Outreach
Education
Blue Mountain Community College
Associate of Science (A.S.), Secretarial Science
Blue Mountain Community College February 2013 - Present
Blue Mountain Community College February 2004 - February 2013
Smith Barney January 1992 - December 2003
Shearson Lehman Brothers May 1982 - December 1991
Skills
Higher Education, Coaching, Policy, Leadership, Research, Microsoft Excel, E-Learning, Training, Fundraising, Community Outreach
Education
Blue Mountain Community College
Associate of Science (A.S.), Secretarial Science
Christy Parsons's Shearson Lehman Brothers Experience June 1987 - August 1987
Job
Industry Financial Services
Experience
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors
Claren Road Asset Management 2005 - 2009
CIBC World Markets 2002 - 2005
Merrill Lynch 1994 - 2002
McKinsey & Company 1991 - 1994
Lehman Brothers 1988 - 1990
Shearson Lehman Brothers June 1987 - August 1987
The Standard Oil Company of Ohio 1982 - 1986
Education
Harvard Business School 1986 — 1988
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1978 — 1982
Bachelor's Degree, Petroleum Engineering, High Honors