Shearson Lehman Brothers

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Shearson Lehman Brothers Employees

Employee
Years
Job
Industry
Robert Small Robert Small Dallas/Fort Worth Area Details
Robert Small's Shearson Lehman Brothers Experience 1991 - 1997
Job Storage Engineering Mgr / Solution Architect at Citi
Industry Information Technology and Services
Experience
Citi  2002 - Present
Smith Barney  1998 - 2001
Shearson Lehman Brothers   1991 - 1997
Grumman Data Systems  June 1989 - February 1991

Skills
Banking, Enterprise Software, Portfolio Management, Data Center, Mainframe, Risk Management, Architectures, SaaS, IT Operations, Solaris, MVS, Project Management, Information Security..., Program Management, Security, PMP, Requirements Analysis, Process Improvement, Software Development, Linux, Pre-sales, Disaster Recovery, Product Management, Integration, Infrastructure, Information Security, Unix, Servers, Sybase, Business Intelligence, High Availability, IT Service Management, Business Analysis, Software Project..., ITIL, Professional Services, NAS, Perl, SAN, Virtualization, Enterprise Architecture, Vendor Management

Education
New York Institute of Technology   1985 — 1988
Bachelors, Computer Science

joe byrnes joe byrnes Syracuse, New York Area Details
joe byrnes's Shearson Lehman Brothers Experience 1987 - 1993
Job Senior Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade  November 2007 - Present
Charles Schwab  March 2006 - October 2007
Securities Trading and Research Development   June 2004 - February 2006
Shearson Lehman Brothers   1987 - 1993

Education
Niagara University   1973 — 1975
Bachelor of Science (BS), Business, 3.0

Norman Spencer Norman Spencer Albrightsville, Pennsylvania Details
Norman Spencer's Shearson Lehman Brothers Experience 2000 - 2008
Job Managing Director at Plastipal International US division
Industry Logistics and Supply Chain
Experience
Plastipal International LTD   January 2014 - Present
Absolute Pallet and Supplies LLC   2012 - 2014
FXC, Foreign Xchange Consultant   2009 - 2013
Shearson Lehman Brothers   2000 - 2008
Thompson Mckinnon  1992 - 2000
First Boston Corporation  1986 - 1992

Skills
Sales Management, Sales, Key Account Management, New Business Development, Account Management, Management, Business Development, Finance, Export, Import, Business Strategy, Manufacturing, Negotiation, Forecasting, Supply Chain Management, Operations Management, Logistics, Supply Chain, Logistics Management, Transportation

Education
Montclair State University   1980 — 1984
Bachelor of Science (BS), Finance and Financial Management Services

Glen Ridge HS   1976 — 1980
College Prep

Frank P. Montalti Frank P. Montalti Greater New York City Area Details
Frank P. Montalti's Shearson Lehman Brothers Experience June 1992 - September 1992
Job Vice President Bank of America
Industry Information Technology and Services
Experience
Bank of America  April 2003 - Present
Bank of America (Fleet Securities)   May 2000 - April 2003
Oppenheimer Capital  October 1992 - May 2000
Shearson Lehman Brothers   June 1992 - September 1992
Bankers Trust  September 1986 - June 1992
Touche Ross & Company, New York   August 1984 - September 1986

Skills
Finance, Project Portfolio..., Program Management, Business Analysis, IT Strategy, Business Process..., Change Management, Resource Management, IT Management, Portfolio Management, Networking, Leadership, MS Project, Financial Services, Service Delivery, Analysis, Project Planning, IT Infrastructure..., Management, Governance, Cross-functional Team..., Business Process, SharePoint, Team Management, Project Delivery, Disaster Recovery, Information Technology, Integration, Visio

Education
Pace University   1982 — 1986
BS, Computer Science

Brenda Majeski Brenda Majeski Newtown, Connecticut Details
Brenda Majeski's Shearson Lehman Brothers Experience 1990 - 1991
Job SVP Strategy & New Initiatives at CIEE
Industry Education Management
Experience
CIEE  Responsible for marketing, including research, communications and promotional activities, strategic planning and alumni relationsSVP Marketing, Communications, and Enrollment ManagementSt. John's University2001 - 2008
Texaco  1999 - 2001
Clarion Marketing & Communications  1996 - 1999
Grey Group  1995 - 1996
GE Plastics/Polyservices Division of Polymerland   1994 - 1995
Cafaro Company  1991 - 1993
Shearson Lehman Brothers   1990 - 1991

Skills
Social Media, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Marketing Research, Direct Marketing, Online Marketing, Mentoring, Team Leadership, Cross-functional Team..., Business Strategy, Strategy, Strategic Partnerships, Leadership, Competitive Analysis, Product Management, Market Research, Business Development, Corporate Branding, Public Relations, Marketing Management, Management, Corporate Communications, Marketing

Education
University of Virginia - Darden Graduate School of Business Administration   1993 — 1995
Master of Business Administration (MBA), Marketing

Marshall University
Bachelor of Business Administration (BBA), Marketing, Summa Cum Laude

Stephen Adamson Stephen Adamson Greater Los Angeles Area Details
Stephen Adamson's Shearson Lehman Brothers Experience June 1986 - June 1988
Job Founding Partner at Avante Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Avante Mezzanine Partners  March 2009 - Present
Streamline Circuits  September 2003 - Present
Celerity Partners  July 1995 - Present
ABC Laboratories  January 2003 - September 2015
PC Helps Support, LLC  2005 - 2011
Los Angeles Venture Association  2004 - 2008
KD Equities   March 1989 - March 1992
Integrated Resources  June 1988 - March 1989
Shearson Lehman Brothers   June 1986 - June 1988
E F Hutton  September 1982 - June 1986

Skills
Mergers, Business Strategy, Corporate Finance, Executive Development, Venture Capital, Private Equity, Corporate Development, Start-ups, Investment Banking, Entrepreneurship, M&A experience, Private Placements, Turnaround Experience, Debt Restructuring, Early Stage Companies, Manufacturing, Mergers & Acquisitions, Business Valuation, Due Diligence, Capital Raising, Investments, LBO, Portfolio Management, Capital, Leveraged Finance, Mezzanine, Angel Investing

Education
Stanford University Graduate School of Business   1980 — 1982
MBA, Finance

Stanford University   1975 — 1979
AB with Distinction, Economics

Joan Vivian Joan Vivian Greater New York City Area Details
Joan Vivian's Shearson Lehman Brothers Experience January 1985 - May 1993
Job Director of Training and Development at St. John's University
Industry Human Resources
Experience
St. John's University   November 1999 - Present
New School for Social Research  March 1997 - September 1999
Fleet Bank (Formerly NatWest Bank)   June 1993 - March 1997
Shearson Lehman Brothers   January 1985 - May 1993

Skills
Training, Leadership, Leadership Development, Staff Development, Performance Management, Change Management, Instructional Design, Succession Planning, Organizational..., Organizational..., Management Development, Curriculum Development, Executive Coaching, Workshop Facilitation, Talent Management, Team Building, Onboarding, MBTI, Coaching, Organizational Design, Higher Education, Adult Education, Human Resources, Employee Training, Career Management, 360 Feedback, Organizational Change, Learning Management, Human Capital Management

Education
The New School   1994 — 1998
MS, Human Resources Management and Organizational Development

Ithaca College
BA, Political Science

Thomas Kelleher Thomas Kelleher Greater Boston Area Details
Thomas Kelleher's Shearson Lehman Brothers Experience June 1986 - October 1987
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2001 - Present
Fidelity Investments  January 1998 - December 2000
Fidelity Investments  September 1994 - December 1997
National Financial Services Corp   November 1987 - August 1994
Shearson Lehman Brothers   June 1986 - October 1987

Skills
Mutual Funds, Financial Services, Business Analysis, Vendor Management, Fixed Income, Requirements Analysis, Risk Management, Program Management, Software Project..., Strategic Financial..., Financial Modeling, PMO, Relationship Management, Requirements Gathering, Process Improvement, Financial Analysis, MS Project, User Acceptance Testing, SDLC, Project Management, Visio, Software Documentation, Waterfall

Education
Manhattan College   1989 — 1991
Master of Business Administration (M.B.A.), Finance/Accounting

Iona College   1982 — 1986
Bachelor of Arts (B.A.)

Elaine (Brichta) Marks Elaine (Brichta) Marks Greater New York City Area Details
Elaine (Brichta) Marks's Shearson Lehman Brothers Experience 1991 - 1993
Job Principal at LomarHR
Industry Human Resources
Experience
LomarHR   2014 - Present
Inspire Human Resources   2008 - 2009
Schroder & Co., Inc.   1997 - 2001
J.P. Morgan   1993 - 1997
Shearson Lehman Brothers   1991 - 1993

Education
University of Pennsylvania   1987 — 1991
Bachelor of Arts (BA), Psychology

Teachers College of Columbia University
Master of Arts (MA), Industrial and Organizational Psychology

Peter Berta Peter Berta San Francisco, California Details
Peter Berta's Shearson Lehman Brothers Experience 1982 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
Self employed  2013 - Present
Wedbush Securities  2009 - 2012
Partner- Pacific Growth Equities   1989 - 2009
Shearson Lehman Brothers   1982 - 1989

Skills
Financial Analysis, Risk Management, Hedge Funds, Business Development, Capital Markets, Banking, Securities, Business Strategy, Start-ups, Competitive Analysis, Investment Banking, Equities, Finance

Education
San Diego State University-California State University   1977 — 1981
Bachelor of Science (BS), Marketing

Laurie Collings Laurie Collings Vero Beach, Florida Details
Laurie Collings's Shearson Lehman Brothers Experience August 1992 - June 1997
Job Branch Manager at Manpower
Industry Staffing and Recruiting
Experience
Manpower  August 2004 - Present
State Farm  April 2001 - June 2004
Manpower  March 1999 - April 2001
Bank of America  May 1997 - January 1999
Shearson Lehman Brothers   August 1992 - June 1997

Skills
Insurance, Customer Service, Sales Management, Coaching, New Business Development, Negotiation, Account Management, Budgets, Business Development, Business Strategy, Change Management, Cold Calling, Customer Satisfaction, Employee Relations, Healthcare, Human Resources, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, Microsoft Office, Organizational..., Performance Management, Problem Solving, Process Improvement, Public Speaking, Recruiting, Sales, Selling, Sourcing, Strategic Planning, Team Building, Team Leadership, Temporary Staffing, Training

Education
University of Oregon   1989 — 1991
BA, Journalism/Advertising

Mt. Hood Community College   1986 — 1989
AA, Psychology

Sam Barlow High School   1982 — 1986
High School Diploma, General Studies

Rett LeMoult Rett LeMoult Orange County, California Area Details
Rett LeMoult's Shearson Lehman Brothers Experience January 1968 - January 2003
Job CEO, Formulas For Success
Industry Writing and Editing
Experience
Formulas for Success   January 2009 - Present
formulas for success   January 2009 - Present
Wells Fargo Advantage Funds  January 2003 - January 2009
Shearson Lehman Brothers   January 1968 - January 2003
American Export Lines  June 1964 - December 1967

Skills
Helping people be more..., Training High School..., I wrote a book on how..., Customer Service, Training, Management, Marketing, Leadership, Team Building, Strategic Planning, Social Media, Negotiation

Education
State University of New York Maritime College   1960 — 1964
Bachelor's Degree, Marine Science/Merchant Marine Officer

Peter Anzalone Peter Anzalone Snowmass Village, Colorado Details
Peter Anzalone's Shearson Lehman Brothers Experience September 1992 - September 1993
Job President PubWorks
Industry Computer Software
Experience
PubWorks   January 1997 - Present
First Resort Software  September 1993 - April 1996
Shearson Lehman Brothers   September 1992 - September 1993
Holland House Ski Lodge   November 1990 - April 1992
Chemical Bank  August 1983 - November 1990
American Express  September 1982 - September 1983

Skills
SQL, Software Development, New Business Development, Business Strategy, Windows, Team Leadership, Business Analysis, Product Development, E-commerce, Venture Capital, Databases, Cloud Computing, Ski, Management, Project Management, Microsoft Office

Education
New York University - Polytechnic School of Engineering   1988 — 1990
MS, Information Systems Engineering

State University of New York at Stony Brook   1977 — 1982
BS, Computer Science and Appliied Math

Don Scammell Don Scammell Greater Boston Area Details
Don Scammell's Shearson Lehman Brothers Experience September 1985 - May 1986
Job Principal at True Hedge LLC
Industry Investment Management
Experience
True Hedge LLC   November 2011 - Present
Scammell Capital Management LLC   December 2004 - December 2009
Raymond James & Associates  December 1988 - December 2004
Cyrus J. Lawrence   September 1986 - December 1988
Shearson Lehman Brothers   September 1985 - May 1986

Skills
Investor Relations, Asset Management, Investments, Hedge Funds, Portfolio Management

Education
Syracuse University   1981 — 1985
BS, Dual major Finance/English Literature

Cindy Sirico Cindy Sirico Cheshire, Connecticut Details
Cindy Sirico's Shearson Lehman Brothers Experience January 1983 - December 1986
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management  December 2014 - Present
Christie Coghlan Investment Management, LLC   August 2011 - April 2014
Merrill Lynch  September 2008 - August 2011
Financial Strategies Group  November 2005 - September 2008
TD Print Productions   January 1997 - December 1999
Shearson Lehman Brothers   January 1983 - December 1986
A.G. Edwards & Sons, Inc.   January 1981 - December 1983

Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities

Education
Quinnipiac University   1999 — 2003
Bachelor's degree, Management, 3.4 GPA

Jeanne Cannon Jeanne Cannon New York, New York Details
Jeanne Cannon's Shearson Lehman Brothers Experience 1989 - 1994
Job Writer and Educator
Industry Executive Office
Experience
Ivanexpert.com   August 2006 - April 2007
Fort Monmouth Contractors: CSC, Lockheed Martin, TAMSCO   1994 - 2005
Shearson Lehman Brothers   1989 - 1994
The Red Bank Register   1987 - 1988
Asbury Park High School, Asbury Park, NJ   1972 - 1987
Cleveland City Schools  September 1963 - June 1972

Skills
Office Administration, Document Management, Microsoft Office, Editing, Research, Proofreading, Screenwriting, DoD, Government, Writing, Public Speaking, Photography, Leadership, Program Management, Security Clearance, Leadership Development, Policy, Management, Project Planning, Mac, Proposal Writing, Creative Writing, Team Building, PowerPoint, Copy Editing, Short Stories, Feature Articles, Storytelling, Blogging, Web Content, Freelance Writing, Press Releases, AP Style, Editorial, Fact-checking, Copywriting, Journalism, Technical Writing, Publicity, Content Strategy, Social Networking, News Writing, Content Development, WordPress, Public Relations, Strategic Communications, Video, Nonprofits, Social Media, Administrative...

Education
Seton Hall University   1965 — 1972
MA, Counseling Psychology

Mercyhurst College
BA, English, Drama

Ben Lupo Ben Lupo New York, New York Details
Ben Lupo's Shearson Lehman Brothers Experience January 1987 - June 1992
Job Commission Management Specialist
Industry Financial Services
Experience
Bloomberg Tradebook  December 2008 - May 2014
Citigroup  July 1997 - November 2008
Citigroup  July 1997 - December 2006
Westminster Research Associates   June 1992 - July 1997
Shearson Lehman Brothers   January 1987 - June 1992
Shearson Lehman Hutton  1987 - 1992
Wertheim & Company   September 1984 - June 1987
Morgan Stanley  May 1983 - September 1984

Skills
Commission Management..., Client Relationship..., Broker Aggregation, Soft Dollars, Independent Research, Research, Financial Services, Hedge Funds, Trading Systems, Series 7, Series 63, Financial Markets, Securities, Back Office, Mutual Funds, Middle Office, Electronic Trading, Sell Side, Bloomberg, Bonds, Asset Allocation, Derivatives, Commissioning Management, Manage Client..., IRP, CRM

Education
Citigroup Educational Resources   1987 — 2007
Computers and Finance

Nassau Community College   1980 — 1984
B.A., Business Adminstration

Bloomberg University
Equities and Personal Training

Pam Chin Pam Chin Greater New York City Area Details
Pam Chin's Shearson Lehman Brothers Experience January 1985 - 1990
Job Director of Development at The Long Ridge School
Industry Fund-Raising
Experience
The Long Ridge School   August 2008 - Present
Eye Surgery Fund   1996 - Present
Circle of Care for Families of Children with Cancer   2003 - 2008
Self Employed  1995 - 1997
The Children's Aid Society  1992 - 1994
George Trescher Associates   1990 - 1992
Shearson Lehman Brothers   January 1985 - 1990

Skills
Philanthropy, Fundraising, Planned Giving, Event Planning, Grants, Strategic Planning, Nonprofits, Annual Giving, Board Development, Social Media Marketing, Public Speaking, Entrepreneurship, Event Management, Volunteer Management, Program Development, Community Outreach, Non-profit Board..., Strategic Partnerships, Non-profits, Grant Writing, Public Policy, Public Relations, Stewardship, Advertising

Education
University of Arizona   1980 — 1984
Bachelor’s Degree, Finance

Kent School   1977 — 1980

New York University
Continuing Education, Grant Writing Courses

Peter Kwee Peter Kwee Scottsdale, Arizona Details
Peter Kwee's Shearson Lehman Brothers Experience January 1984 - June 1986
Job CEO Pacific Capital Mortgage, Inc.
Industry Financial Services
Experience
Pacific Capital Mortgage, Inc.   September 1996 - Present
Pacific Capital Mortgage, Inc.   September 1996 - Present
Bonanza Health Solutions   2013 - 2013
Capital del Pacifico, S.A.   October 2010 - August 2011
ARC International Ltd   1991 - 1992
Sumitomo Mitsui Banking Corporation  1988 - 1991
Martin Bierbaum Group   September 1986 - March 1988
Shearson Lehman Brothers   January 1984 - June 1986
Prudential Bache Securities  July 1981 - November 1983
Number One Properties   June 1978 - June 1981

Skills
Structured Finance, FX, Online Marketing, Financial Engineering, Capital Markets, Investment Properties, Capital, Financial Markets, Asset Management, Mergers, Due Diligence, Loans, Real Estate Finance, Mortgage, Real Estate, Business Strategy, Start-ups, Business Planning, Real Estate Investment, Management Consulting, Investments, Corporate Finance, Private Equity, Strategic Partnerships, Mortgage Lending, Investment Banking, Asset Managment, Real Estate Economics, FX Options, Funding, Trading, Venture Capital, Mergers & Acquisitions, Financial Structuring, Derivatives, Executive Management, Financial Services, Valuation, Alternative Investments, Credit, Real Estate Financing

Education
New York Institute of Finance   1973 — 1973
Diploma in Investment Banking, Investments and Securities

Lincoln University (CA)   1971 — 1972
Law

Le Moyne College   1968 — 1970
B.A., Sociology

University of St. Thomas   1965 — 1968
Pre-Med

Leadership in Action

Leadership in Action

Leadership in Action

Kevin Giuffrida Kevin Giuffrida Greater New York City Area Details
Kevin Giuffrida's Shearson Lehman Brothers Experience September 1989 - January 1993
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  October 2005 - Present
Bank of Montreal  January 1993 - October 2005
Shearson Lehman Brothers   September 1989 - January 1993

Skills
s, Series 4,7,24,27,63, Retirement Planning, Portfolio Management, Capital Markets, Hedge Funds, Investments, Investment Banking, Series 24, Investment Advisory, Derivatives, Mutual Funds, Series 63, Fixed Income, Accounts Payable, Financial Services, Risk Management, Securities, Banking, Equities, Series 7

Education
Long Island University, Brooklyn Campus   1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

Stony Brook University   1984 — 1988
Bachelor's degree, Economics

Beverly (Smith) Gandy Beverly (Smith) Gandy Greater Atlanta Area Details
Beverly (Smith) Gandy's Shearson Lehman Brothers Experience 1989 - 1991
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2014 - Present
Advocate Wealth Management LLC   November 2007 - January 2014
Giddens Financial Services   February 2006 - November 2007
Smith Barney  1999 - 1999
Shearson Lehman Brothers   1989 - 1991

Skills
Series 7, Series 63, FINRA, Finance, Financial Services, Financial Planning, Insurance, Retirement Planning, Financial Analysis, Securities, Asset Allocation, Wealth Management, Retirement

Education
Kaplan University   2010 — 2011
Financial Planning, Certificate

Purdue University
BSIE, Operations Research

James Gerry James Gerry Greater Boston Area Details
James Gerry's Shearson Lehman Brothers Experience January 1986 - January 1988
Job Public Finance Professional
Industry Banking
Experience
J.P. Gerry Consulting   2011 - Present
RAM Reinsurance Company   January 1998 - April 2010
Connie Lee Insurance Company   January 1997 - January 1998
MBIA Insurance Company   January 1991 - January 1997
Ambac Assurance Corporation  January 1990 - January 1991
Bond Investors Guaranty   1988 - 1990
Shearson Lehman Brothers   January 1986 - January 1988
United States Army  January 1980 - January 1986

Skills
Public Finance, Structured Finance, Credit, Bonds, Project Finance, Municipalities, Underwriting, Fixed Income, Investments, Capital Markets, Portfolio Management, Financial Analysis, Financial Risk

Education
Maxwell School of Citizenship and Public Affairs Syracuse University
Master of Public Administration, State and Local Government Financial Analysis and Management

Syracuse University
BA, Economics and Political Science

Linda Cleveland Linda Cleveland Greater Boston Area Details
Linda Cleveland's Shearson Lehman Brothers Experience March 1983 - May 1987
Job Business Development at Proton Therapy Project Development and Support
Industry Financial Services
Experience
Proton Therapy Project Development and Support   June 2013 - Present
Personal  April 1998 - Present
Merrill Lynch  1996 - 1998
Bear Stearns Dallas, TX   1988 - 1995
Shearson Lehman Brothers   March 1983 - May 1987
The Limited  August 1981 - February 1983
American Airlines  1967 - 1972

Skills
Management, Medical Devices, Investments, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Project Management, Business Strategy, Change Management, Customer Service, Finance, Analysis, Cross-functional Team..., Strategic Planning, Marketing, Healthcare, Product Development, Microsoft Office, Equities, Retirement, Securities, Pensions, Financial Advisory, Investment Advisory, Travel Planning

Education
Dearborn Financial Institute
Series 7 and Series 63 License

Mountain View College
none, Business/Office Automation/Technology/Data Entry

Mitch Hersh, CFP®, CRC® Mitch Hersh, CFP®, CRC® Greater Denver Area Details
Mitch Hersh, CFP®, CRC®'s Shearson Lehman Brothers Experience 1990 - 1992
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life  April 1994 - Present
Shearson Lehman Brothers   1990 - 1992
USF&G  1988 - 1990
MetLife  1984 - 1987

Skills
Asset Allocation, Business Development, Coaching, Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Public Speaking, Retirement Planning, Social Security, Variable Annuities, Long-term Care

Education
State University of New York College at Oneonta   1977 — 1981
Bachelor of Science (BS), Economics

Jyl Bruns Jyl Bruns Stanwood, Washington Details
Jyl Bruns's Shearson Lehman Brothers Experience 1974 - 1989
Job Business Administrator/Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors  1989 - 2012
Shearson Lehman Brothers   1974 - 1989

Skills
Office Administration, Operations Management, Customer Service, Compliance, Project Management, Account Reconciliation, Trading, Human Resources, Interviews, Onboarding, Proofreading, Writing, Relocation, Disaster Recovery, Microsoft Word, Microsoft Excel, PowerPoint

Education
University of Oregon   1972 — 1974
General Social Science

Lane Community College   1970 — 1972
General Studies

North Eugene High School

Craig A. Sutherland, RFC® Craig A. Sutherland, RFC® Columbus, Ohio Area Details
Craig A. Sutherland, RFC®'s Shearson Lehman Brothers Experience February 1992 - April 1994
Job Wealth Coach & Creator of The Breakthrough Advantage
Industry Financial Services
Experience
Sutherland Wealth Partners   1994 - Present
Shearson Lehman Brothers   February 1992 - April 1994

Skills
Investments, Fixed Annuities, Management, Strategic Financial..., Securities, New Business Development, Strategic Partnerships, Strategic Planning, Wealth Management, Financial Advisory, Employee Benefits, Small Business, Retirement Planning, Retirement, Leadership, Finance, Coaching, Estate Planning, Insurance, IRAs, Time Management, Risk Management, Marketing, Mutual Funds, 401k

Education
Otterbein University   1985 — 1989
Buiness Administration

Nanette Blish Nanette Blish Newport, Rhode Island Details
Nanette Blish's Shearson Lehman Brothers Experience January 1987 - April 1990
Job What is important to you is where our conversation would begin.
Industry Financial Services
Experience
Investors Capital  March 2012 - Present
UBS Financial Services  April 1990 - April 2012
The Unicorn   2010 - 2011
Shearson Lehman Brothers   January 1987 - April 1990

Skills
Creating, Prioritizing..., Preservation of Capital, Financial Guidance..., Diviorce Financial..., Budgeting, Filling the Income..., Providing for Special..., Asset Managment, Portfolio Management, Strategic Financial..., College Planning, Estate Planning, Retirement Planning, Variable Annuities, Health Insurance, Life Insurance, Money Management, Financial Analysis, Investments, Financial Advisory, Retirement, Securities, Financial Services, Finance

Education
Lasell College   1975 — 1977
Early Childhood Education

Ursuline School   1971 — 1974

Deane Kennedy Deane Kennedy Boca Raton, Florida Details
Deane Kennedy's Shearson Lehman Brothers Experience September 1980 - July 1992
Job Experienced Insurance Sales Executive
Industry Insurance
Experience
Cornerstone Broker Insurance Services Agency  March 2001 - December 2011
Aetna U.S. Healthcare   June 1997 - January 2001
Prudential Life Insurance Company  September 1992 - June 1997
Shearson Lehman Brothers   September 1980 - July 1992

Skills
Healthcare, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Health Savings Accounts, Marketing, Strategic Planning, Account Management, Brokers, Insurance

Education
Sacred Heart University   1978 — 1980

Loyola University New Orleans   1974 — 1975
Pschology

Notre Dame Boys High School   1969 — 1973
College Prepatory

Our Lady of the Assumption School   1960 — 1969

norman spencer norman spencer Greater New York City Area Details
norman spencer's Shearson Lehman Brothers Experience April 2000 - March 2008
Job Vice President Sales @ TSS Global
Industry Transportation/Trucking/Railroad
Experience
TSS Global   January 2008 - Present
Shearson Lehman brothers   April 2000 - March 2008
Thompson McKinnon  February 1988 - May 2000
First Boston Corp   January 1984 - January 1988

Education
Montclair State University   1980 — 1984
BA, Finance

Sheryl Weinbaum Sheryl Weinbaum Greater Detroit Area Details
Sheryl Weinbaum's Shearson Lehman Brothers Experience 1993 - 1994
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   August 2004 - Present
UBS  2004 - 2014
Center for Financial Planning, Inc.   August 2003 - August 2004
Rosenfeld Group   2002 - 2003
Mass Mutual Insurance  2000 - 2002
Integrated Financial Strategies   1999 - 2000
Independence One Investment Group   1994 - 1998
Shearson Lehman Brothers   1993 - 1994

Skills
Sales, Finance, Customer Service, Wealth Management, Marketing, Leadership, Investments, Equities, Social Networking, Banking

Education
Michigan State University   1973 — 1975
None, Liberal Arts

Berkley High School   1970 — 1973
High School Diploma-, Liberal Arts

Art Werge Art Werge El Paso, Texas Area Details
Art Werge's Shearson Lehman Brothers Experience October 1987 - May 1991
Job Attorney
Industry Law Practice
Experience
Werge Law Firm pllc   May 2013 - Present
FBI  June 1991 - April 2010
Shearson Lehman Brothers   October 1987 - May 1991
Westinghouse Electric Company  February 1985 - October 1987
US Army  May 1982 - June 1985

Skills
Background Checks, Civil Litigation, Government, Investigation, National Security, Forensic Analysis, Legal Writing, Strategic Planning, Criminal Defense, Criminal Law, Due Diligence, Legal Research, Public Speaking, Litigation Support, Private Investigations, Litigation, Entrepreneurship, Policy, Trials, Fraud, Internal Investigations, Enforcement, Administrative Law, Police, Criminal Justice, Management, Westlaw, Nonprofits, Leadership, Expert Witness, Criminal Investigations, Contract Negotiation

Education
Texas Tech University School of Law   2010 — 2012
Juris Doctor (J.D.), Law

Oklahoma State University   2009 — 2010
Certificate, Entrepreneurship

The University of Texas at El Paso   2005 — 2007
MBA, Finance

The University of Texas at El Paso   1978 — 1982
BBA, Finance

Elena Terrones Elena Terrones Greater Los Angeles Area Details
Elena Terrones's Shearson Lehman Brothers Experience March 1992 - June 1995
Job Director of Public Relations at VDA, Inc.
Industry Writing and Editing
Experience
VDA, Inc.   March 2011 - Present
Self-employed  September 2008 - December 2010
Self-Employed  September 2000 - August 2004
Pro Sports Management   June 1995 - September 2000
Shearson Lehman Brothers   March 1992 - June 1995
Shearson Lehman Borthers   August 1990 - February 1992

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Marketing, Microsoft Excel, Fashion, Data Entry, Outlook, Administrative..., Trade Shows, Workshop Facilitation, Database Administration, Strategy, Finance, Editing, Profit, Travel Arrangements

Education
CNN in Espanol   2008 — 2008
Bachelor of Arts, Creative Writing

New York University   2003 — 2008
BA, Creative Writing

Hal Schwartz Hal Schwartz Greater Denver Area Details
Hal Schwartz's Shearson Lehman Brothers Experience 1988 - 1992
Job Chief Investment Office and Directing Manager at DMG Financial LLC
Industry Financial Services
Experience
Del Mar Group, Inc.   Chief Investment Office and Directing ManagerDMG Financial LLCAugust 2009 - Present
Shearson Lehman Brothers   1988 - 1992
Shearson Lehman Brothers   1988 - 1992

Skills
Novelist, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Financial Advisory, Investments, Securities, Financial Services, 401k, IRAs, Long-term Care, Strategic Financial..., Universal Life, Estate Planning, Financial Planning, Long Term Care Insurance, Finance, Annuities, Variable Annuities, Retirement, Financial Planners, Whole Life, FINRA

Education
State University of New York at New Paltz   1969 — 1971
BS, Sociology/Psychology

Kevin Liddy Kevin Liddy Saint Louis, Missouri Details
Kevin Liddy's Shearson Lehman Brothers Experience 1983 - 1985
Job Real Estate Investor
Industry Real Estate
Experience
IBM  2005 - 2015
IBM  1997 - 2005
IBM  1995 - 1997
London & Bishopsgate International   1990 - 1992
Morgan Stanley  1988 - 1990
Morgan Stanley  1986 - 1988
Shearson Lehman Brothers   1983 - 1985
United States Navy  1978 - 1983

Skills
Portfolio Management, Trading, Options, Hedging, Trading Strategies, Currency, Foreign Exchange, Mergers, Business Strategy, Financial Modeling, Venture Capital, Financial Analysis, Management Consulting, Start-ups, Due Diligence, Private Equity, Asset Managment, Investments, Business Development, Strategic Planning, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, Asset Management, Securities, Mutual Funds, Valuation, Management

Education
New York University   1999 — 2001
MA, Economics

New York University - Leonard N. Stern School of Business   1986 — 1990
MBA, Finance

United States Naval Academy   1974 — 1978
BS, Economics

Bishop DuBourg High School   1970 — 1974

St. Gabriel the Archangel Grade School   1962 — 1970

Joel W Fischer Joel W Fischer Greater New York City Area Details
Joel W Fischer's Shearson Lehman Brothers Experience November 1984 - April 1986
Job Programmer / Release Coordinator at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  March 2006 - Present
New York Life Insurance Company  April 1989 - March 2006
Dean Witter  April 1986 - April 1989
Shearson Lehman Brothers   November 1984 - April 1986
DSI Data Spectrum Inc.   April 1982 - November 1984

Education
Pace University - Lubin School of Business   1993 — 2000
BAA, Finance

Saint John's University   1978 — 1980
BS, Criminal Justice

Nassau Community College   1976 — 1978
AAS, Criminal Justice

Matt Brown Matt Brown Greater New York City Area Details
Matt Brown's Shearson Lehman Brothers Experience 1991 - 1995
Job Founder | CEO at CAIS
Industry Financial Services
Experience
CAIS Group  March 2009 - Present
Brownstone Advisors   2001 - 2005
Brown Simpson Asset Management   1995 - 2000
Shearson Lehman Brothers   1991 - 1995

Skills
Structured Products, Investments, Alternative Investments, Portfolio Management, Analytics, Securities, Due Diligence, Hedge Funds, FINRA, Financial Services, Private Equity, Venture Capital, Trading, Wealth Management, Business Strategy

Education
Saint Mary's College of California   1987 — 1991
Bachelor of Arts (B.A.)

John Lindquist John Lindquist Austin, Texas Area Details
John Lindquist's Shearson Lehman Brothers Experience July 1987 - June 1990
Job Branch Manager and Owner at International Fixed Income, LLC/NorthView Investment Banking Group
Industry Financial Services
Experience
International Fixed Income, LLC/NorthView Investment Banking Group   March 2014 - Present
IFI Capital Group   May 2013 - Present
International Fixed Income, LLC   May 2012 - March 2014
Woodstock Financial Group, Inc.   September 2010 - May 2012
Artesian Claims Group   October 2010 - March 2012
APS Financial Corporation   1991 - 2010
Gruntal & Co  July 1990 - July 1991
Shearson Lehman Brothers   July 1987 - June 1990
Pershing  June 1986 - June 1987

Skills
Options, Fixed Income, Financial Services, Credit, Trading, Investments, Securities, Bonds, Series 7, Portfolio Management, Equities, Bloomberg, Series 63, Finance, Financial Modeling, Funding, Wealth Management, Private Equity, Mutual Funds, FINRA, Loans, Alternative Investments, Investment Strategies, Financial Markets, Financial Advisory, Asset Management, Capital Markets, Investment Banking, Financial Risk, Financial Analysis, Investment Advisory, Hedge Funds, Risk Management, Asset Allocation, Series 24, Structured Products, Valuation, ETFs, Derivatives

Education
New York Institute of Finance   1987 — 1988
NA, Brokerage, Options

Iona College   1982 — 1986
BBA, Finance

Bergen Catholic H.S.   1978 — 1982
High School

David MacWilliams David MacWilliams Greater New York City Area Details
David MacWilliams's Shearson Lehman Brothers Experience 1987 - 1989
Job Regional Director, Human Resources at McGladrey
Industry Accounting
Experience
McGladrey, LLP  May 2012 - Present
Bridgewater Associates  January 2011 - October 2011
RBS Sempra Commodities  March 2008 - August 2010
RBS Greenwich Capital  1997 - 2008
Moody's Investors Services  1991 - 1997
Bankers Trust Company  1989 - 1991
Shearson Lehman Brothers   1987 - 1989

Skills
Deferred Compensation, Employee Benefits, Payroll, Management, Asset Managment, Talent Management, Talent Acquisition, Succession Planning, HRIS, Employee Engagement, Human Resources, Performance Management, Change Management, Policy

Education
Loyola University Chicago
MS, Labor and Industrial Relations

University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), English

Peter C Orlandi Peter C Orlandi Greater New York City Area Details
Peter C Orlandi's Shearson Lehman Brothers Experience September 1986 - March 1988
Job Controller/CFO
Industry Banking
Experience
Peter C Orlandi, CPA   November 2011 - Present
CITIGROUP  January 1996 - October 2011
ING Barings  April 1993 - January 1996
The Chase Manhattan Bank  March 1988 - March 1993
Shearson Lehman Brothers   September 1986 - March 1988
SPICER AND OPPENHEIM  July 1984 - September 1986
AFRIMET INDUSSA   September 1982 - July 1984
PRICEWATERHOUSE COOPERS/PANNELL KERR FORSTER   October 1977 - August 1982

Skills
Derivatives, Controller, Financial Accounting, CPA, SOX, FX, Audit, Swaps, Operations, FX Options, Sarbanes-Oxley Act, Auditing, Financial Reporting, Capital Markets, Finance, Cash Flow, Valuation, Treasury, Internal Controls, Forecasting, Trading, Internal Audit, Securities, Investments, Tax, SEC filings, Mergers, Financial Modeling, Financial Analysis, Account Reconciliation, Accounting, GAAP, Mergers & Acquisitions, Financial Risk, Due Diligence, Risk Management, Cash Flow Forecasting, Cash Management, Sarbanes-Oxley, Analysis, Financial Services, Corporate Finance, Treasury Management, Financial Statements, Hedging, Restructuring, Strategic Financial..., Private Equity, Hedge Funds

Education
Pace University
MS, Taxation

Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting

NRHS

Andrew Goodman Andrew Goodman Greater New York City Area Details
Andrew Goodman's Shearson Lehman Brothers Experience September 1991 - March 1995
Job Dental Inbound Sales Supervisor
Industry Hospital & Health Care
Experience
Henry Schein  March 2014 - Present
Henry Schein  January 2003 - March 2014
HENRY SCHEIN DENTAL  January 2004 - January 2005
Henry Schein  April 2001 - January 2004
Sutton Online   February 2000 - January 2001
Bethpage Federal Credit Union  June 1997 - January 2000
Allstate  March 1995 - June 1997
Shearson Lehman Brothers   September 1991 - March 1995

Skills
Call Centers, Training, Call Center, Customer Experience, Quality Assurance, Process Improvement, Vendor Management, People Skills, Customer Service, Customer Satisfaction, Cross-functional Team..., Leadership, Telecommunications, CRM, Operations Management, Team Building, Team Leadership, Coaching, Verint eQuality Software, Time Management, Assessing Client Needs, Behavioral Description..., Problem Solving, Employee Training, Cold Calling, Sales Management, Sales, Organization, Hiring, Analysis, Program Management, Sales Operations, Customer Retention

Education
Queens College   1983 — 1989
BA, COMMUNICATIONS

Gary Schanzer Gary Schanzer Greater New York City Area Details
Gary Schanzer's Shearson Lehman Brothers Experience August 1987 - June 1989
Job Managing Director, Shopper & Retail Strategy at GfK
Industry Consumer Goods
Experience
GfK  January 2013 - Present
GfK Interscope   April 2004 - December 2012
Euro RSCG Meridian   December 1999 - March 2004
Information Resources Inc  1995 - 1999
Bestfoods  August 1991 - March 1995
Shearson Lehman Brothers   August 1987 - June 1989

Skills
Shopper Marketing, Management, Retail, Business Insights, Sales, Analytics, Training, Segmentation, Customer Insight, Consumer Products, FMCG, Market Research, Mergers & Acquisitions, Marketing Research, Strategy

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA, Marketing, Decision Sciences

Princeton University   1983 — 1987
AB, Economics

Cynthia Northington Cynthia Northington Oklahoma City, Oklahoma Area Details
Cynthia Northington's Shearson Lehman Brothers Experience January 1992 - May 1992
Job VP Business Banking Credit
Industry Banking
Experience
Commerce Bank  September 2014 - Present
Bank of Oklahoma  April 2014 - September 2014
RaboAgriFinance   March 2011 - March 2014
Stillwater National Bank & Trust Co   July 2002 - June 2012
Stillwater National Bank  July 2002 - February 2011
Stillwater National Bank & Trust Co   September 1995 - June 2002
Interior Federal Credit Union   February 1993 - September 1995
Combined Life Insurance Company   June 1992 - November 1992
Shearson Lehman Brothers   January 1992 - May 1992
Sheraton University Inn & Conference Center   May 1990 - December 1991

Skills
Banking, Credit, Finance, Loans, Portfolio Management, Accounting, Analysis, Financial Analysis, Risk Management, Underwriting, Financial Risk

Education
College of Arts
Bachelor of Arts

Syracuse University
Economics

Sandy L. Stern Sandy L. Stern Greater New York City Area Details
Sandy L. Stern's Shearson Lehman Brothers Experience February 1990 - October 1995
Job VP Communications Advisory Group Officer at J.P. MorganChase
Industry Financial Services
Experience
J.P. Morgan Chase   June 2014 - Present
TIAA-CREF  November 2010 - June 2014
UBS Financial Services  November 1995 - June 2010
Shearson Lehman Brothers   February 1990 - October 1995
Integrated Resources Equity Corporation   January 1987 - January 1990

Skills
FINRA, Regulations, Social Media, Compliance Training, Policy, AML, Securities, Series 63, Series 7, Securities Regulation, Series 24, Training, KYC, SEC, Financial Services, Hedge Funds, Due Diligence, Corporate Governance, Mutual Funds, Financial Regulation, OFAC, Internal Controls, Alternative Investments, Operational Risk, USA PATRIOT Act

Education
University of Wisconsin-Madison   1974 — 1975
Master of Psychology and Social Work (MSSW), Psychology

State University of New York at Stony Brook   1972 — 1974
Bachelor of Science, Psychology

Bronx High School of Science
High School

Yee W. Chan 陳綺華 Yee W. Chan 陳綺華 Greater New York City Area Details
Yee W. Chan 陳綺華's Shearson Lehman Brothers Experience 1987 - 1991
Job Director of Architecture | Global Retail Store Planning and Execution
Industry Design
Experience
Saks Fifth Avenue  January 2014 - Present
Juicy Couture  2011 - January 2014
Liz Claiborne  2006 - 2011
Liz Claiborne  November 1996 - December 2006
Ted Moudis Associates  1994 - 1996
Shearson Lehman Brothers   1987 - 1991
Standard Chartered Bank  1986 - 1987

Skills
Retail, Brand Development, Construction, Retail Design, AutoCAD, Interior Design, Inventory Management, Space-planning, Global Architecture, Global Sourcing, Competitive Analysis, Scheduling, Luxury, Value Engineering, Project Management, Financial Institution..., Space planning, Project Planning, Contract Management, Leadership, Management, Sketching, Budgets, Interior Architecture, Process Scheduler, CAD, Contract Negotiation, Analysis, Submittals, Design Research, Architectures, Fashion, Visual Merchandising, Concept Design, Design Management, Brand Management

Education
Parsons School of Design
BFA, Environmental & Interior Design

Timothy Walsh Timothy Walsh Greater New York City Area Details
Timothy Walsh's Shearson Lehman Brothers Experience 1985 - 1987
Job SES Media Group / The Fearless Group
Industry Investment Banking
Experience
SES Media Group, Inc   January 2014 - Present
The Fearless Group  July 2010 - Present
Access Trade Management   2005 - Present
Access Media Advisory LLC   September 2004 - September 2008
Active International  March 1995 - October 2004
Chadwick Financial Corporation   1992 - 1995
Independent Consultant  1987 - 1992
Shearson Lehman Brothers   1985 - 1987
Barter Systems of New York   1981 - 1985

Skills
Business Development, Advertising, Marketing, Management, Sales, Finance, Marketing Strategy, Start-ups, New Business Development, Online Advertising, Strategy, Digital Marketing, Online Marketing, Mergers, Private Equity, Digital Strategy, Entrepreneurship, Business Strategy, Social Media Marketing, Mergers & Acquisitions, Strategic Partnerships, Digital Media, Investments, Social Media, Barter, Small Business, Strategic Planning, Business Planning

Education
Sacred Heart University   1976 — 1980
BS, Business Admin, Marketing

Randy Sitzman Randy Sitzman Billings, Montana Details
Randy Sitzman's Shearson Lehman Brothers Experience May 1987 - July 1993
Job Executive VP at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation  September 2008 - Present
Morgan Stanley  July 1993 - September 2008
Shearson Lehman Brothers   May 1987 - July 1993

Skills
Financial Planning, Wealth Management, Portfolio Management, Leadership, Series 7, Finance, Mutual Funds, Retirement, Investments, Retirement Planning

Education
Montana State University-Bozeman   1973 — 1978
BS Political Science, Political Science and Government- Business & Economics

Park City High School   1969 — 1973

Patricia Garibaldi Patricia Garibaldi New York, New York Details
Patricia Garibaldi's Shearson Lehman Brothers Experience 1982 - 1989
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2014 - Present
RBC Wealth Management  August 2006 - September 2014
Emmet & Co.   2005 - 2006
Wolfe & Hurst Bond Brokers   2001 - 2005
Salomon Smith Barney  1989 - 2001
Shearson Lehman Brothers   1982 - 1989

Education
Lafayette College
Bachelor's degree, Economics

Nancy Dinkin Nancy Dinkin West Palm Beach, Florida Area Details
Nancy Dinkin's Shearson Lehman Brothers Experience 1989 - 1992
Job K5 Literacy Coach at SCHOOL DISTRICT OF PALM BEACH COUNTY
Industry Education Management
Experience
Palm Beach County School District  February 2014 - Present
Palm Beach County School District  2004 - Present
SCHOOL DISTRICT OF PALM BEACH COUNTY  June 2013 - July 2013
IBM  1994 - 1996
Shearson Lehman Brothers   1989 - 1992

Skills
K-12, Educational Technology, Curriculum Development, Elementary Education, Special Education, Teaching, Classroom Management, Tutoring, Classroom, Literacy, Science, Teaching English as a..., Technology Integration, Social Studies, Cooperative Learning, Public Speaking, Differentiated..., Leadership, Reading, Mathematics, Multicultural and..., Individualized..., Behavior Modification, Organizational Skills, Written & Verbal..., Team Leadership, Supervisory Skills, Performance Assessments, Data Analysis, Coaching, Guided Reading, Teaching Reading, ESL

Education
Nova Southeastern University   2010 — 2011
M.S., Reading and ESOL, 4.0

State University of New York at Buffalo   1983 — 1986
B.S., Finance and Management, 3.2

Laura Crothers Osborn Laura Crothers Osborn Greater New York City Area Details
Laura Crothers Osborn's Shearson Lehman Brothers Experience September 1988 - July 1992
Job Principal, Crothers HR Consulting, LLC
Industry Human Resources
Experience
Crothers HR Consulting, LLC   July 2010 - Present
EverBank  February 2010 - July 2010
Tygris Vendor Finance   May 2008 - February 2010
US Express Leasing  March 2004 - May 2008
Standard & Poor's   February 2001 - March 2004
McGraw-Hill  February 2001 - March 2004
Merrill Lynch  July 2000 - February 2001
CIT  September 1997 - June 2000
ADP  July 1992 - August 1997
Shearson Lehman Brothers   September 1988 - July 1992

Skills
Mergers & Acquisitions, Start-ups, Leadership, Human Resources, Organizational Design, Employee Relations, Strategy, Management, Workforce Planning, HR Consulting, Performance Management, HR Transformation, Talent Management, M&A experience, Management Due Diligence, Due Diligence, Recruiting, Sourcing, Start-up Consulting, Coaching, Succession Planning, Organizational..., Employee Engagement, Incentive Programs, Organizational..., Restructuring, Culture Change, Executive Pay, Employee Benefits, Employer Branding, Assessment Tools, Team Assessments

Education
Susquehanna University   1984 — 1988
BS, Business Mgmt - Human Resources

Jeanne Lofgren Jeanne Lofgren Westbury, New York Details
Jeanne Lofgren's Shearson Lehman Brothers Experience 1983 - 1985
Job Licensed Real Estate Associate Broker at Nora Lofgren Realty
Industry Real Estate
Experience
Nora Lofgren Realty   October 2007 - Present
La Ferla Group PaineWebber   1986 - 1994
Shearson Lehman Brothers   1983 - 1985

Skills
Certified Buyer..., Residential Resale, Residential Listings, Residential Purchases, Purchasing, Luxury, Sellers, Residential Homes, Condos, Short Sales, Real Estate, Relocation, First Time Home Buyers, Investment Properties, Listings, Selling, Rentals, Townhomes, Referrals, Real Property, Real Estate Transactions, Foreclosures, New Home Sales, Buyer Representation, Investors, REO, Single Family Homes, Property, Sales, Property Management, Buyers, Commercial Real Estate, Seller Representation, New Homes, Relocation Buyers

Education
Katherine Gibbs School   1981 — 1982

Nassau Community College

Jim Terez Jim Terez Greater New York City Area Details
Jim Terez's Shearson Lehman Brothers Experience 1989 - 1993
Job Compensation & HR Professional / Adjunct Faculty at NYU's Department of Leadership and Human Capital Management
Industry Human Resources
Experience
Compensation and HR Management Consulting   2012 - Present
New York University  2009 - Present
Citi  2009 - 2011
Citigroup Global Wealth Managment   2004 - 2009
Citigroup Corporate & Investment Bank   2001 - 2004
Salomon Smith Barney Inc.  1993 - 2000
Shearson Lehman Brothers   1989 - 1993
Time Inc.  1987 - 1987
CBS Corporation  1980 - 1986

Skills
Compensation Strategy, Total Rewards, Global HR, Executive Compensation, Sales Compensation..., Sales Compensation..., Compensation Structures, Human Resources, Executive Pay, Personnel Management, Employee Engagement, Deferred Compensation, Employee Relations, Employee Benefits, Strategy, Leadership, Change Management, Compensation & Benefit

Education
New York University, Stern School of Business   1987 — 1989
MBA, Accounting

Rutgers, The State University of New Jersey-New Brunswick   1977 — 1980
MA, English

Kent State University   1972 — 1976
B.A., English

Angela Buro Angela Buro Greater New York City Area Details
Angela Buro's Shearson Lehman Brothers Experience 1991 - 1992
Job National Accounts Manager at Symetra Financial
Industry Financial Services
Experience
Symetra Financial  October 2011 - Present
New York Life Insurance Company  March 2004 - August 2010
Lazard Asset Management  2000 - 2002
Schroders  1998 - 2000
Equitable Distributors, Inc.   1996 - 1998
Wood Logan Associates, Inc.   1993 - 1996
Shearson Lehman Brothers   1991 - 1992

Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7

Education
LIU Post
BS, Business Mgmt & Marketing

Suffolk County Community College   1977 — 1981
Associates, Business Administration

Mark Blazejeski Mark Blazejeski United States Details
Mark Blazejeski's Shearson Lehman Brothers Experience February 1986 - October 1993
Job is defending your debt and preserving your credit rating!
Industry Information Technology and Services
Experience
First Data /CS Technology   2015 - Present
North Shore-LIJ Health System  June 2011 - February 2015
Reliable Office Systems (Canon)   September 2007 - June 2011
Greater New York City Area  February 2002 - September 2007
Credit Suisse First Boston  November 1993 - February 2002
Shearson Lehman Brothers   February 1986 - October 1993

Skills
Project Management, Telecommunications, Vendor Management, Data Center, Software Documentation, Disaster Recovery, Project Planning, Program Management, Troubleshooting, Software Project..., IT Service Management, Networking, ITIL, Team Building, IT Strategy, Cloud Computing, Business Analysis, Outsourcing, SDLC, Team Leadership, Service Delivery, Hardware, Security, IT Management, Change Management, PMO, Process Improvement, Business Process, Project Delivery, Requirements Analysis, IT Operations, Integration, Leadership, Project Portfolio..., System Administration, Management, Infrastructure, Governance, Consulting, Risk Management

Education
New York University   1989 — 1990
certificate, Telecomm Management coursework

State University of New York College at Oswego   1978 — 1981
BA, Communications

Daniel Krofcheck Daniel Krofcheck Greater New York City Area Details
Daniel Krofcheck's Shearson Lehman Brothers Experience December 1986 - December 1987
Job Financial Executive
Industry Mining & Metals
Experience
Globe Specialty Metals, Inc   June 2007 - September 2008
Century Aluminum Company   January 1997 - December 2006
H. J. Heinz Company   February 1988 - September 1997
Shearson Lehman Brothers   December 1986 - December 1987
U.S. Steel   January 1983 - January 1986
US Steel  June 1975 - August 1981

Skills
Corporate Finance, Mergers, Valuation, Equities

Education
University of Pennsylvania - The Wharton School   1981 — 1983
MBA, Finance

Penn State University   1971 — 1975
BS, Mathematics

Gary Rajah Gary Rajah Greater Grand Rapids, Michigan Area Details
Gary Rajah's Shearson Lehman Brothers Experience May 1990 - September 1993
Job President Rajah Asset Management
Industry Investment Management
Experience
Rajah Asset Management   May 1993 - Present
Isabella Bank Investment & Trust Services   2004 - July 2015
Shearson Lehman Brothers   May 1990 - September 1993

Education
Oral Roberts University   1980 — 1984
BA, Music Composition

Andrew Cursio Andrew Cursio Hastings On Hudson, New York Details
Andrew Cursio's Shearson Lehman Brothers Experience January 1989 - January 1993
Job Small Business Owner, Adjunct Professor of Economics, Mathematics Teacher and Investor
Industry Education Management
Experience
ACE MATH, LLC   September 2008 - Present
City College Academy of the Arts  June 2007 - Present
Outdoor Laser Tag, USA   January 2006 - Present
Zetta Capital, LLC   July 2006 - September 2007
Standard & Poor's   April 2005 - October 2006
Standard & Poor's   March 2003 - April 2005
Standard & Poor's   May 2000 - March 2003
Shearson Lehman Brothers   January 1989 - January 1993
The Chase Manhattan Bank  1983 - 1989

Skills
Product Management, Cross-functional Team..., Business Strategy, Strategy, Publishing, Product Development, Leadership, Business Development, Management, Equity Research, Product Marketing, Higher Education, Academic Tutoring, Investment Advisory, Capital Markets, Curriculum Development, Team Building, Process Improvement, Budgets, Strategic Planning, Executive Management, Finance, Financial Services, Portfolio Management, Entrepreneurship, Investments, Equities, Sales, Start-ups, Marketing

Education
New York University - Leonard N. Stern School of Business   1993 — 1994
Master of Business Administration (MBA), Finance, General

Syracuse University - Martin J. Whitman School of Management   1979 — 1983
Bachelor of Science (B.S.), Accounting and Information Technology

Rich Ostrowski Rich Ostrowski Greater New York City Area Details
Rich Ostrowski's Shearson Lehman Brothers Experience January 1987 - January 1989
Job Senior Director Production Print at Konica Minolta
Industry Printing
Experience
Konica Minolta  April 2009 - Present
Danka Office Imaging  February 1996 - April 2009
Anacomp  January 1989 - February 1996
Shearson Lehman Brothers   January 1987 - January 1989

Skills
Management, Sales, Sales Management, Managed Print Services, Analysis, Document Imaging, Document Management, Solution Selling, Variable Data Printing, Print Management, B2B, Digital Printing, Account Management, Professional Services, Pre-press, Major Accounts, Sales Operations, Integration, Email Marketing, Sales Process, Printers, Direct Sales, Cold Calling, Enterprise Software, CRM, Sales Presentations, Salesforce.com, Color Management, Photocopier, New Business Development

Education
Pace University   1983 — 1987

Pace University - Lubin School of Business   1983 — 1987

Lou Mastellone Lou Mastellone Greater New York City Area Details
Lou Mastellone's Shearson Lehman Brothers Experience August 1986 - February 1988
Job Divisional Sales Manager at Symetra Financial
Industry Financial Services
Experience
Symetra Financial  March 2011 - Present
Genworth Financial  October 2007 - March 2011
GE Financial Assurance / Genworth Financial, New York   October 1998 - October 2007
Chemical Bank  December 1996 - September 1998
Bankmark  February 1994 - December 1996
National Westminster Bank  December 1990 - February 1994
All Industrial Real Estate   February 1988 - December 1990
Shearson Lehman Brothers   August 1986 - February 1988

Education
New York Institute of Technology   1978 — 1982
BS, Business

Deirdre Luddy Pino Deirdre Luddy Pino Greater New York City Area Details
Deirdre Luddy Pino's Shearson Lehman Brothers Experience 1991 - 1994
Job Director of Operations at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors  February 2010 - Present
Morgan Stanley Smith Barney  May 1991 - February 2010
Americorp Securities   1994 - 1996
Shearson Lehman Brothers   1991 - 1994

Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Wealth Management

Education
Iona College   1989 — 1991

University of South Carolina-Columbia   1987 — 1989

White Plains High School

Raymond Mule' Raymond Mule' Greater New York City Area Details
Raymond Mule''s Shearson Lehman Brothers Experience 1986 - 1990
Job Broker Associate Mule Realty Group Keller Williams Village Square Realty
Industry Real Estate
Experience
Keller Williams Village Square Realty  September 2012 - Present
Davis Realtors  2005 - September 2012
Weichert Realtors  2001 - 2005
Merrill Lynch & Co  1990 - 2001
Shearson Lehman Brothers   1986 - 1990
JPMorgan Chase  1983 - 1986
IBM  1982 - 1983

Skills
Condos, Relocation, Short Sales, First Time Home Buyers, Real Estate, Residential Homes, Investment Properties, Townhomes, Sellers, Buyer Representation, New Home Sales, Listings, Single Family Homes, Luxury, Move Up Buyers, Real Property, Rentals, REO, Home Staging, New Homes, Referrals, Buyers, Foreclosures, Investors, Relocation Buyers, Real Estate Transactions, Sales, Investments, Seniors, FHA

Education
Pace University   1980 — 1984
BBA, Marketing and Technology

Xavier High School   1976 — 1980

Stacy M Passeri Stacy M Passeri Emeryville, California Details
Stacy M Passeri's Shearson Lehman Brothers Experience December 1985 - June 1990
Job Agency/Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance  January 2015 - Present
State Farm  February 2013 - December 2014
KiteTale, LLC   October 2008 - February 2013
HD9Solutions, LLC   January 2007 - September 2008
Kerr Hill   January 2002 - December 2003
Phoenix Wealth Management  October 2001 - April 2002
Pacific Life  March 2000 - October 2001
Ohio National Financial ServicesNorthern   June 1995 - March 2000
Connecticut Mutual Financial Services   September 1990 - June 1995
Shearson Lehman Brothers   December 1985 - June 1990

Skills
Start-ups, CRM, Business Development, Leadership, Cross-functional Team..., Management, Training, Recruiting, Strategic Planning, Risk Management, Marketing, Change Management, Executive Management, Sales, Forecasting, Human Resources, Finance, Investments, Venture Capital, Agile Methodologies

Education
University of California, Berkeley   1979 — 1981
Political Science, Political Science, Foreign Languages

Ohlone College   1977 — 1979
A.A., Political Science, Foreign Languages

Washington HS   1974 — 1977

Sandra Zeiszler Sandra Zeiszler Greater Minneapolis-St. Paul Area Details
Sandra Zeiszler's Shearson Lehman Brothers Experience January 1990 - September 1993
Job LinkedIn Consultant | Speaker | Trainer ♦ I Help Make You and Your Business Visible, Credible, and Profitable ➟ Fast!
Industry Marketing and Advertising
Experience
MoxzClicks   November 2010 - Present
CyberSmartz for Parents   January 2012 - Present
CES Group, Inc.   July 2009 - September 2009
Mcloone   April 2006 - November 2008
Aquent  March 2003 - March 2006
Wiken International   January 1997 - January 2003
Martin Williams  1995 - 1997
Access Management  1993 - 1994
Paine Webber  October 1992 - October 1993
Shearson Lehman Brothers   January 1990 - September 1993

Skills
LinkedIn, Training, Public Speaking, Social Media, Lead Generation, Social Media Marketing, Facebook, Newsletters, Marketing Strategy, Marketing Communications, Online Marketing, Digital Marketing, Social Media Strategist, Passion for Helping..., LinkedIn Training, Social Networking, Cyber Defense

Education
Minneapolis Community and Technical College   1999 — 2002
Graphic Design A.A.S

Duluth Technical   1988 — 1989
Certificate

Ray Maccani Ray Maccani Moorpark, California Details
Ray Maccani's Shearson Lehman Brothers Experience 1986 - 1990
Job Senior Account Manager at DTC (Digital Telecommunications Corp.)
Industry Telecommunications
Experience
DTC (Digital Telecommunications Corp.)   June 2015 - Present
Novus llc  2008 - 2015
Digital Telecommunications Corporation   2002 - 2008
Aztec International   1993 - 2002
Shearson Lehman Brothers   1986 - 1990

Skills
Sales, Sales..., Solution Architecture,, Managed Services, Sales, Solution Selling, Account Management

Education
Ohio University   1977 — 1979
Chemical Engineering

University of Cincinnati
Chyemical Engineering

Scott Borden LPC Scott Borden LPC Greater New York City Area Details
Scott Borden LPC's Shearson Lehman Brothers Experience June 1985 - June 1990
Job Licensed Professional Counselor/ CareerLife Planning Adjunct Instructor
Industry Professional Training & Coaching
Experience
Rutgers University  September 2014 - Present
Rutgers University  June 2010 - Present
Rutgers University  1992 - Present
Shearson Lehman Brothers   June 1985 - June 1990

Skills
Career Counseling, Job Search Strategies, Resume Writing, Personal Branding, Counseling Psychology, Outplacement, Career Development, Career Management, Cover Letters, Career Assessment, Job Search, Interview Preparation, Job Coaching, Higher Education, MBTI, Public Speaking, Program Development, Teaching, Mock Interviews, Academic Advising, Staff Development, Personnel Management, Coaching, Leadership, Interviews, Executive Coaching, Strategy, Community Outreach, Psychotherapy, Social Networking, Training, Recruiting, Organizational..., Workshop Facilitation, Workshops, Program Management, Student Development, Conflict Resolution, Time Management, Adult Education, Management, Consulting, Employee Training, Resume, Student Counseling, College Recruiting, Organizational..., Instructional Design, Social Media, Workforce Development

Education
The College of New Jersey   1989 — 1992
M.A., Counseling Pyschology

Monmouth University   1981 — 1985
BS, Finance/Management

Marianne Berry Marianne Berry New York, New York Details
Marianne Berry's Shearson Lehman Brothers Experience 1985 - 1990
Job
Industry Financial Services
Experience
Auriemma Consulting Group  January 2002 - Present
ISSUE Project Room  September 2013 - Present
flooz.com  2000 - 2001
Verizon  1995 - 2000
Chase  1990 - 1995
Shearson Lehman Brothers   1985 - 1990
HBO (Home Box Office)   1983 - 1985

Skills
Product Development, Customer Management, Strategy, Direct Marketing, Banking, Management Consulting, Business Strategy, Mobile Payments, Marketing Strategy, Competitive Analysis, CRM, Start-ups, Credit, E-commerce, Debit Cards, Risk Management, Finance, Executive Management, Segmentation, Marketing, Retail Banking, Business Development, Integrated Marketing, Strategic Partnerships, Leadership, Relationship Management

Education
Oakland University
BA, Chinese Studies; History

University of Michigan
Ph.D candidate, Mass Communications Research

Diedre Geissel Diedre Geissel Grants Pass, Oregon Details
Diedre Geissel's Shearson Lehman Brothers Experience September 1989 - August 1991
Job Owner/Operator at Wonder Bur Lounge & Cafe
Industry Food & Beverages
Experience
Wonder Bur, Inc dba Wonder Bur Lounge & Cafe   January 1994 - Present
SPARC Enterprises   January 1992 - February 1994
United Way of Josephine County   September 1991 - December 1991
Shearson Lehman Brothers   September 1989 - August 1991

Skills
Management

Education
Southwestern Oregon Community College   1976 — 1978
Business Administration and Management, General

Gene Small Gene Small New York, New York Details
Gene Small's Shearson Lehman Brothers Experience January 1987 - September 1989
Job Principal
Industry Law Practice
Experience
Small Calvo Attorneys at Law   February 2014 - Present
Gibbons  December 2008 - April 2011
Bear Stearns  2006 - 2008
First Union Securities  August 2000 - December 2001
Oppenheimer & Company  September 1989 - May 1999
Shearson Lehman Brothers   January 1987 - September 1989
Bower & Gardner  September 1985 - January 1987
Manhattan District Attorney's Office  September 1982 - September 1985

Education
New England School of Law

Jim Harvey, CIMA, CPWA Jim Harvey, CIMA, CPWA Greater Seattle Area Details
Jim Harvey, CIMA, CPWA's Shearson Lehman Brothers Experience August 1983 - December 1988
Job President, Opus 111 Group, LLC
Industry Financial Services
Experience
Opus 111 Group, LLC   July 1999 - Present
Prince William Sound Science Center  September 2007 - May 2013
Alliance for Education  1998 - 2009
Ballard High School  2002 - 2005
Ragen MacKenzie  January 1989 - June 1999
University of Washington Tyee Sports Council   1991 - 1996
Shearson Lehman Brothers   August 1983 - December 1988

Skills
Research, Investments, Asset Management, Portfolio Management, Estate Planning, Business Succession..., Charitable Giving..., Philanthropy, Investment Analytics, Portfolio Optimization, Wealth Transfer, Wealth Preservation, Wealth Management, Business Journalism, Online Journalism, Broadcast Journalism

Education
University of Washington   1980 — 1981
Master Degree Program Studies--did not complete degree, Forest Economics & Finance Masters Program

Swarthmore College   1974 — 1978
BA, English

Hilary Kessler Hilary Kessler Greater New York City Area Details
Hilary Kessler's Shearson Lehman Brothers Experience June 1988 - July 1989
Job Sales Manager at Winston Staffing
Industry Staffing and Recruiting
Experience
Winston Staffing  July 1989 - Present
Shearson Lehman Brothers   June 1988 - July 1989

Education
Ithaca College   1984 — 1988
BS in Human Resources, Human Resources

Vis Kumar Vis Kumar Greater New York City Area Details
Vis Kumar's Shearson Lehman Brothers Experience 1988 - 1993
Job GWM Information Strategy & Data Management
Industry Financial Services
Experience
PIMCO  2013 - Present
Morgan Stanley Smith Barney  2009 - 2013
Citigroup Global Markets Inc.  2008 - 2009
Citigroup Global Markets Inc.  1998 - 2007
Salomon Smith Barney  1993 - 1998
Shearson Lehman Brothers   1988 - 1993
Drexel Burnham Lambert  1986 - 1988

Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement

Education
College of Engineering, Madras
B.S, Engineering

New York University
IT

Frankie Fuentes Frankie Fuentes Greater New York City Area Details
Frankie Fuentes's Shearson Lehman Brothers Experience June 1993 - September 2001
Job Real Estate agent at Liberty Realty
Industry Real Estate
Experience
Keller Williams City Life   September 2014 - Present
Shearson Lehman Brothers   June 1993 - September 2001
Lehman Brothers  June 1990 - September 2001

Skills
First Time Home Buyers, REO, Short Sales, Condos, Investment Properties, Sellers, Investors, Foreclosures, Rentals, Real Estate, Real Estate Transactions, FHA, Residential Homes, Property Management, Real Estate Development

Education
Montclair State University
Finance

Bryan Hunt Bryan Hunt Greater Chicago Area Details
Bryan Hunt's Shearson Lehman Brothers Experience 1986 - 1991
Job Consultant at Heartland
Industry Human Resources
Experience
Heartland Ovation Payroll  June 2015 - Present
Paychex  2010 - May 2015
Cammack LaRhette Consulting  March 2009 - July 2010
ING  October 2006 - 2009
Clark Consulting  2004 - 2006
The Newport Group  2002 - 2004
Wells Fargo  2000 - 2002
Morgan Stanley  1997 - 2000
ADP  1991 - 1997
Shearson Lehman Brothers   1986 - 1991

Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process

Education
Cardinal Gibbons High School Ft. Lauderdale, FL

Jacksonville University

Jean Pavek Jean Pavek Milford, Pennsylvania Details
Jean Pavek's Shearson Lehman Brothers Experience April 1982 - July 1993
Job V.P., Chief Compliance Officer at Biondo Investment Advisors
Industry Financial Services
Experience
Biondo Investment Advisors   December 2004 - Present
Salomon Smith Barney, Inc.   October 2002 - December 2004
Salomon Smith Barney  July 1993 - October 2002
Shearson Lehman Brothers   April 1982 - July 1993

Skills
Mutual Funds, Alternative Investments, Equities, Capital Markets, Investment Advisory, Investment Strategies, Asset Management, Series 24, Trading, Series 7, Investments, Investment Management, Wealth Management

Education
Skidmore College

Lesley Throup Lesley Throup Montgomery, Texas Details
Lesley Throup's Shearson Lehman Brothers Experience 1985 - 1989
Job Independant Financial Services Professional
Industry Financial Services
Experience
Northern Orange County AARP/TCE   2008 - 2013
Liberty Tax Service  2005 - 2008
Charles Schwab  1990 - 1995
Shearson Lehman Brothers   1985 - 1989

Skills
Financial Planning, Income Tax, Investments, Financial Analysis, Accounting, Real Estate, Small Business, Strategic Financial..., Finance, Tax, Financial Planners, Microsoft Excel, Tax Preparation, Financial Reporting, Financial Accounting, Analysis, High Net Worth..., Retirement Planning

Education
Rutgers University-New Brunswick
BA, English/Communications

Grace Brescia Grace Brescia Greater New York City Area Details
Grace Brescia's Shearson Lehman Brothers Experience 1986 - 1992
Job Regulatory Compliance Advisory Services
Industry Financial Services
Experience
GMB Compliance Solutions LLC   August 2012 - Present
Alternative Fund Consulting   July 2012 - Present
BCP Securities, LLC   July 2011 - July 2012
McMahan Securities Co LP   May 1992 - June 2011
Cornerstone Acquisition & Management Company   January 2009 - May 2011
Centaur Performance Group LLC   January 2009 - April 2011
Shearson Lehman Brothers   1986 - 1992

Skills
Fixed Income, Securities, Equities, Capital Markets, Bloomberg, Bonds, Bloomberg Terminal, Options, Investment Banking, Series 7, Financial Markets, Hedge Funds, Alternative Investments, Derivatives, Investments, Fund Accounting, Finance, Corporate Finance, AML, General Securities..., Internal Controls, Gap Analysis, Procedure Manuals, Regulatory Submissions, Regulatory Requirements, FRB, Supervisory Management, DRP, Due Diligence, Risk Analysis, Dodd-Frank, Mutual Funds, Broker-Dealer, Financial Services, Series 24, SEC, Fund Of Funds, Trading

Education
Pace University - Lubin School of Business   1985 — 1989
BBA, International Management

Abigail Fiattarone Abigail Fiattarone New York, New York Details
Abigail Fiattarone's Shearson Lehman Brothers Experience 1986 - 1989
Job Registered Representative
Industry Financial Services
Experience
Merrill Lynch  July 2011 - Present
Maricopa Community Colleges  August 2001 - November 2011
ESL@Work Instructional Design and Training   March 1996 - August 2001
Merritt College, Oakland, CA   October 1996 - August 1998
Charles Schwab  January 1993 - March 1996
Morgan Stanley  April 1991 - December 1993
Hambrecht & Quist  October 1989 - March 1991
Shearson Lehman Brothers   1986 - 1989

Skills
Investments, Equities, Financial Services, Trading, Research, Corporate Social..., Public Speaking, Leadership, Finance, Relationship Management, Customer Service, Investment Advisory, Program Management, Training, Strategic Planning, Entrepreneurship, Management, Socially Responsible..., Capital Markets, Portfolio Management, Sales, Social Media, Mutual Funds

Education
New York University   1983 — 1986
Master's Degree

Occidental College
A.B. Literature and Composition

Gerri Stern Gerri Stern New York, New York Details
Gerri Stern's Shearson Lehman Brothers Experience 1990 - 1993
Job JCIR
Industry Public Relations and Communications
Experience
JCIR   September 1994 - Present
Shearson Lehman Brothers   1990 - 1993
MGM/United Artists  1985 - 1989

Education
New York University

Eve B Rose, ABC, CIMA® Eve B Rose, ABC, CIMA® Greater New York City Area Details
Eve B Rose, ABC, CIMA®'s Shearson Lehman Brothers Experience November 1992 - November 1993
Job Writer, specializing in financial services
Industry Writing and Editing
Experience
Rose Communications, Inc.   March 1997 - Present
Morgan Stanley Dean Witter  November 1993 - March 1997
Shearson Lehman Brothers   November 1992 - November 1993

Skills
Writing, White Papers, Newsletters, Brochures, Investments, Shareholder..., Articles, Website Copy, Marketing Communications, Media Relations, Internal Communications, Publications, Strategic Communications, Marketing Copy, Feature Articles, Shareholder, Content Development, Editing, Mutual Funds, Marketing, Marketing Strategy, Copywriting, Editorial, Web Content, Magazines, Ghostwriting, Corporate Communications

Education
Indiana University Bloomington   1977 — 1980
MA, Journalism, Film Studies

University of Alberta   1973 — 1977
BA, English, History, Political Science

Howard Kuhn Howard Kuhn Greater New York City Area Details
Howard Kuhn's Shearson Lehman Brothers Experience January 1989 - December 1990
Job
Industry Banking
Experience
Citi  May 2011 - Present
JPMorgan  June 2009 - May 2011
Citi  October 2005 - December 2008
JPMorgan Chase  1997 - 2005
Swaps Monitor Publications   January 1991 - February 1997
Shearson Lehman Brothers   January 1989 - December 1990
Kidder Peabody  June 1987 - December 1988

Skills
Liquidity, FX, Liquidity Management, Cash Management, Financial Institutions, Treasury Management, Commercial Banking, FX Options, Banking, Finance, Securities, Financial Services, Investment Management, Fixed Income, Trading, Derivatives, Capital Markets, Financial Markets, Business Development, Treasury, Private Equity, Swaps, Portfolio Management, Equities, Investment Banking, Financial Risk, Structured Finance, Hedge Funds, Middle Office, Credit Risk, Bloomberg

Education
New York University - Leonard N. Stern School of Business   1993 — 1995
MBA

New York University   1985 — 1987
BA

Robyn Lillehei Robyn Lillehei Corvallis, Oregon Area Details
Robyn Lillehei's Shearson Lehman Brothers Experience August 1986 - December 1990
Job Fee only registered Investment Advisor
Industry Investment Management
Experience
Lillehei Investments Inc   January 1991 - Present
Avalon Wine   December 2010 - March 2012
BC Ziegler  February 1991 - September 1998
Shearson Lehman Brothers   August 1986 - December 1990
Merrill Lynch  June 1984 - July 1986
Dorsey & Company, Inc   August 1982 - June 1984

Skills
Portfolio Management, Investment Advisory, Wealth Management, Fixed Income, Trading, Multi-generational..., Mutual Funds, Customer Service, Municipal Budgeting, Series 24, Series 7, Series 63, Strategic Planning, Public Speaking, Neighborhood Planning, Leadership, Nonprofits, Microsoft Office, Editing

Education
University of Iowa   1980 — 1982
MA, Zoology

Rockefeller University   1978 — 1980
Zoology/Animal Biology

University of Wisconsin-Madison   1974 — 1976
B.S. with Honors, Psychology

University of Minnesota-Twin Cities   1972 — 1974
Pre-Engineering

Edina High School   1969 — 1972

Anthony Verga Anthony Verga New York, New York Details
Anthony Verga's Shearson Lehman Brothers Experience May 1989 - July 1993
Job Regulatory Compliance Risk Executive at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
HSBC Securites   April 2006 - July 2015
TD Waterhouse  July 2004 - March 2006
RBC Dain Raucher   March 2002 - June 2004
Tucker Anthony Incorporated  August 1993 - March 2002
Shearson Lehman Brothers   May 1989 - July 1993

Skills
Series 4, Series 7, Series 8, Series 14, Series 63

Education
Hofstra University   1984 — 1988
Bachelor's Degree, Banking and Finance

Christine Long Christine Long Greater New York City Area Details
Christine Long's Shearson Lehman Brothers Experience 1989 - 1992
Job Vice President, CoHead Channel MarketingAmericas
Industry Financial Services
Experience
PIMCO  April 2012 - Present
PIMCO  April 2012 - Present
Guardian Life Insurance  May 2009 - April 2012
AllianceBernstein  2006 - 2008
AXA Distributors  2004 - 2006
Travelers Life & Annuity  May 2003 - December 2004
Smith Barney  1997 - 2003
SunAmerica  1995 - 1997
Smith Barney  1992 - 1995
Shearson Lehman Brothers   1989 - 1992

Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory

Education
Manhattanville College   1985 — 1989

Louis Taravella Louis Taravella Phoenix, Arizona Area Details
Louis Taravella's Shearson Lehman Brothers Experience 1986 - 1998
Job Sr. Data Sales Executive at AT&T
Industry Telecommunications
Experience
AT&T  December 1998 - Present
Shearson Lehman Brothers   1986 - 1998
Smith Barney  1986 - 1998

Skills
Managed Services, Telecommunications, VoIP, Solution Selling, Unified Communications, Vendor Management, WAN, Disaster Recovery, Data Center, MPLS, Cloud Computing, Network Design, Networking, Network Architecture, Cisco Technologies, Call Centers

Education
State University of New York College at Oswego   1980 — 1984
Bachelor of Arts (BA), Economics

State University of New York College at Oswego   1980 — 1984
Bachelor of Arts (BA), Economics

Fran Spadafora Fran Spadafora San Diego, California Details
Fran Spadafora's Shearson Lehman Brothers Experience September 1990 - December 1992
Job Customer Service Manager at Dove Professional Apparel, Inc.
Industry Retail
Experience
Dove Professional Apparel, Inc.   April 2014 - Present
bella of Cape Cod   June 2012 - April 2013
Rosie Cheeks   July 2008 - December 2011
Nordstrom  March 2008 - July 2008
Eastern Bank  2007 - 2008
Sofia Brina   2005 - 2007
Shearson Lehman Brothers   September 1990 - December 1992
State Street Bank  December 1975 - June 1986

Skills
Merchandising

Education
Northeastern University   1979 — 1979
Business/Commerce, General

Worcester State College   1973 — 1974
Business Administration and Management, General

Massasoit Community College   1971 — 1973

John J. Burns John J. Burns Greater New York City Area Details
John J. Burns's Shearson Lehman Brothers Experience 1984 - June 1990
Job President at Burns Asset Management
Industry Investment Management
Experience
Burns Asset Management   April 1990 - Present
Shearson Lehman Brothers   1984 - June 1990

Education
Kean University   1974 — 1978

Steve Mullooly Steve Mullooly Greater New York City Area Details
Steve Mullooly's Shearson Lehman Brothers Experience 1990 - 1993
Job Chief Compliance Officer at Schafer Cullen Capital Mgmt
Industry Investment Management
Experience
Schafer Cullen Capital Mgmt   2006 - Present
Ladenburg Thalmann  2004 - 2006
Donaldson, Lufkin & Jenrette   2000 - 2004
Morgan Stanley  1993 - 2000
Smith Barney  1990 - 1993
Shearson Lehman Brothers   1990 - 1993
Merrill Lynch  1988 - 1990

Skills
Hedge Funds, Mutual Funds, Equities, AML, FINRA, Securities, Broker-Dealer, SEC, Asset Managment, Management, Series 7, Series 24, Series 63, Investment Advisory, Investments, Investment Company Act, CIP, Series 3, Series 4, Series 8 (now 9&10), Series 14, Alternative Investments, Separately Managed..., Investment Management, Registered Investment...

Education
New York Institute of Technology
BS, Business & Economics

Gary Sabshon Gary Sabshon Greater New York City Area Details
Gary Sabshon's Shearson Lehman Brothers Experience 1990 - 1991
Job Head of Manager Research Global Hedge Funds at Aviva Investors North America
Industry Financial Services
Experience
Aviva Investors North America  February 2011 - Present
Tremont Capital   2002 - 2009
BlackRock  2000 - 2002
Ernst & Young  1998 - 2000
Reuters  1995 - 1998
Mabon Securities  1993 - 1995
Shearson Lehman Brothers   1990 - 1991
Smith Barney  1988 - 1990
PaineWebber  1985 - 1988

Skills
Fixed Income, Equities, Emerging Markets, Risk Management, Credit, Macro, Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Derivatives, Asset Management, Investment Strategies, Investments, Due Diligence, Global Macro, Bonds, Equity Derivatives, Options, Hedging, Financial Markets, Investment Advisory, Investor Relations, Risk, Asset Managment, Credit Derivatives, Financial Risk, Financial Services, Mutual Funds

Education
University of Chicago   1991 — 1993
MBA, Finance, Statistics and Accounting

Hofstra University   1979 — 1983
BS, Music, Minor in Marketing

Mepham High School

Mepham High School

Kai Groennings Kai Groennings Washington D.C. Metro Area Details
Kai Groennings's Shearson Lehman Brothers Experience June 1991 - August 1991
Job Broadcast Journalist, Writer, Editor
Industry Broadcast Media
Experience
kaivoice.com   September 2001 - Present
Hosting Tech Magazine   September 2000 - August 2001
ABC News  September 1997 - December 1997
U.S. Chamber of Commerce   August 1992 - August 1997
ABC News  January 1997 - June 1997
United States Senate  June 1993 - August 1993
University of Virginia  September 1989 - May 1992
Shearson Lehman Brothers   June 1991 - August 1991
Media General Cable  June 1990 - August 1990

Skills
Broadcast Journalism, Television, Video Production, Media & Entertainment, Feature Articles, Editing, English, English Grammar, Music, German, Spanish, German Translation, Spanish Translation, Voice Over

Education
University of Virginia   1989 — 1993
Bachelor's Degree, English Language and Literature/Letters

Katholieke Universiteit Leuven
Master's Degree, European Studies, Cum Laude

Northwestern University
Master's Degree, Medill School of Journalism

The Deutsche Schule and Georgetown University
German and Spanish language studies

Karen Cassidy (kcassidy55@live.com) Karen Cassidy (kcassidy55@live.com) Greater New York City Area Details
Karen Cassidy (kcassidy55@live.com)'s Shearson Lehman Brothers Experience 1982 - 1990
Job Managing Director , Treasurer at TDAmeritrade
Industry Financial Services
Experience
TDAmeritrade  January 2015 - Present
Morgan Stanley  May 2011 - January 2015
Watchung Borough Somerset, New Jersey   January 2011 - April 2013
Citigroup  September 2002 - April 2005
Citigroup-Salomon Smith Barney  February 1999 - September 2002
Salomon Smith Barney  January 1993 - March 1999
Primerica/ Smith Barney   August 1990 - January 1993
Shearson Lehman Brothers   1982 - 1990

Skills
PeopleSoft, Fixed Income, Capital Markets, Asset Managment, Portfolio Management, Financial Services, Equities, Trading, Risk Management, Finance, Mergers, Hedge Funds, Back Office, Strategy, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Securities, Mergers & Acquisitions, Private Equity, Emerging Markets, Wealth Management, Valuation, Financial Modeling, Prime Brokerage, Investments, Financial Markets, Series 7, Alternative Investments, Asset Management, Bonds, Due Diligence, Mutual Funds, Series 63, Structured Products, Corporate Finance, Funding, Trading Systems, Options, Bloomberg, Middle Office, Electronic Trading, Equity Derivatives, FINRA, Structured Finance, FX Options, Asset Allocation, Financial Risk, Strategic Financial...

Education
Pace University - Lubin School of Business   1982 — 1984
MBA, Finance/Economics

Monmouth University   1974 — 1978
BA, Business Adminstration

Pete Sprague Pete Sprague Greater New York City Area Details
Pete Sprague's Shearson Lehman Brothers Experience 1991 - 1993
Job Chief Technology Officer at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services  March 2014 - Present
Morgan Stanley Smith Barney  June 2009 - March 2014
Morgan Stanley  December 2008 - June 2009
Morgan Stanley  January 2004 - December 2008
Morgan Stanley  2000 - 2004
Morgan Stanley  March 1997 - 2000
Smith Barney  1995 - March 1997
Smith Barney  1993 - 1995
Shearson Lehman Brothers   1991 - 1993

Skills
Wealth Management, Fixed Income, Equities, Securities, Capital Markets, Trading Systems, Portfolio Management, Mutual Funds, Asset Allocation, Market Data, CRM, Business Process..., Financial Services, Asset Management, Strategic Planning, Strategic Financial..., Risk Management, Project Portfolio..., FINRA, Leadership, Operational Risk..., Investment Banking

Education
Marist College   1986 — 1990
BS, Business Marketing

Matthew Attanasio Matthew Attanasio Greater New York City Area Details
Matthew Attanasio's Shearson Lehman Brothers Experience 1984 - 1987
Job Credit Manager at Onkyo USA
Industry Consumer Electronics
Experience
Onkyo USA  July 2003 - Present
Fuji Photo Film USA Inc.  1997 - 2003
Castrol North America  1987 - 1997
Shearson Lehman Brothers   1984 - 1987

Skills
Credit Control, Credit Analysis, Credit Risk, Credit Administration, Credit Operations, Credit Evaluation, Letters Of Credit, Letters of Credit, Credit, Accounts Receivable, Risk Management, Trading, Investments, Credit Management, Sales, Forecasting, Credit Insurance, Financial Risk, Cash Management, Financial Analysis

Education
State University of New York College at Oswego   1979 — 1984

Gloria Buchholtz Gloria Buchholtz Allentown, Pennsylvania Area Details
Gloria Buchholtz's Shearson Lehman Brothers Experience April 1987 - April 1990
Job Recruiter,Talent Acquisition, Guardian Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance Company of America  March 1997 - Present
Akrion/Submicron Systems Inc.   October 1995 - March 1997
American International Group, AIG  January 1993 - October 1995
Union Bank of Switzerland, UBS  April 1990 - January 1993
Shearson Lehman Brothers   April 1987 - April 1990
Lord & Taylor  April 1985 - April 1987

Skills
Recruiting, Administrative Work, Management, Employee Benefits, Talent Management, Talent Acquisition, Human Resources, Insurance, SDLC, Claim, Actuarial Science, Leadership, Sourcing, Personnel Management, Strategy, Applicant Tracking..., Onboarding, Temporary Placement, Succession Planning, Benefits Administration, Performance Management, Employee Relations, Employee Engagement

Education
Marywood University   1980 — 1984
BS, Clinical Psychology

Marywood University

David Dutcher David Dutcher Dallas/Fort Worth Area Details
David Dutcher's Shearson Lehman Brothers Experience 1990 - 1992
Job Account Representative at Valpak
Industry Marketing and Advertising
Experience
Valpak  August 2011 - Present
AT&T Advertising Solutions  May 2007 - July 2011
Comcast, Time Warner Advertising Sales   2004 - 2007
KFWD-TV   2002 - 2003
ADVO  1999 - 2002
PrimeCo Personal Communications  1997 - 1999
U S WEST  1994 - 1996
Shearson Lehman Brothers   1990 - 1992
KING-TV  1987 - 1990
Fort Worth Star-Telegram  1986 - 1987

Skills
Advertising Sales, Advertising, Marketing Strategy, Direct Mail, Online Marketing, New Business Development, Consultative Selling, Account Management, Data Analysis, Strategic Planning, Research

Education
University of Washington   1992 — 1994
MBA, International, Marketing, Finance

Stanford University   1982 — 1986
BA, Media/Communication, Economics

Daryl Milliner Daryl Milliner Greater Pittsburgh Area Details
Daryl Milliner's Shearson Lehman Brothers Experience April 1987 - August 1989
Job Traditional + New & Emerging Media Solutions
Industry Marketing and Advertising
Experience
Media World International / Entertainment Communications, LLC   March 2008 - Present
Media World International   July 2004 - Present
RCSG, LLC   1990 - Present
RCS, INC  1979 - Present
National Fatherhood Initiative  January 2001 - February 2002
Small Seeds Development   January 2000 - January 2001
Shearson Lehman Brothers   April 1987 - August 1989
Merrill Lynch  December 1979 - April 1987

Skills
Team Leadership, Strategic Planning, Problem Solving, Business Ethics, Public Relations, Customer Relations, Market Research, Media Relations, Team Building, Team Management, Youth Development, Youth Marketing, Youth Work, Innovation, Internet, Online Marketing, Operations Management, Organizational..., Optimization, Microsoft Office, PowerPoint, Planning, Product Development, Advertising, Accounting, SEO, Social Media, Web Design, Web Development, Fundraising, Graphic Design, Grant Writing, Hiring, Key Account Management, Knowledge Management, Leadership Development, Change Management, Coaching, Business Planning, Business Management, Non-profits, New Business Development, Marketing Communications, Marketing Strategy, Small Business, Manufacturing, Social Media Marketing, Public Speaking, Strategy Development, Business Strategy

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2000 — 2000
Certificate, Business Development

Donald T. Regan School of Advanced Financial Management   1981 — 1983
Certificate, Finance/Financial Management/Risk Management

Penn State University   1971 — 1975
BS, HHS/Pre-med

Penn State University   1971 — 1975
Bachelor of Science (B.Sc.), Pre-M ed & Health & Human Services

Penn State University
Bachelor of Science (B.Sc.), Pre-Med & Health & Human Services

Betsy Landers Betsy Landers Greater San Diego Area Details
Betsy Landers's Shearson Lehman Brothers Experience September 1987 - December 1989
Job Executive Assistant to the Chairman/CEO at Guardian Companies
Industry Nonprofit Organization Management
Experience
4-Profit   May 2012 - December 2014
GIA  February 2002 - August 2007
Venture Catalyst Incorporated (VCAT)   September 1998 - September 2001
Shearson Lehman Brothers   September 1987 - December 1989

Skills
PMP, Process Improvement, Program Management, Project Management, Public Relations, PowerPoint, Strategic Planning, Staff Development, Microsoft Office, Business Analysis, Event Planning, Leadership, Customer Service, Microsoft Excel

Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Communications/Finance Minor

University of San Diego
Paralegal Studies

Jim Hodgins Jim Hodgins Las Vegas, Nevada Area Details
Jim Hodgins's Shearson Lehman Brothers Experience August 1989 - December 1992
Job Office of Finance MCKEA Holdings, LLC
Industry Consumer Services
Experience
MCKEA Holdings, LLC   January 2014 - Present
Co-Signer.com, Inc.   January 2013 - January 2014
Ault Glazer & Co., Inc.   November 2007 - July 2008
Wachovia Securities  2002 - 2007
Prudential Securities  December 1992 - May 2002
Shearson Lehman Brothers   August 1989 - December 1992
High Strength Steel   1981 - 1987

Skills
Fixed Income, Capital Markets, Securities, Banking, Trading, Hedge Funds, Derivatives, Loans, Investments, Finance

Education
Michigan State University   1975 — 1980
Marketing

Niles High School   1972 — 1975
High School Diploma

Howard Stein Howard Stein Greater New York City Area Details
Howard Stein's Shearson Lehman Brothers Experience 1985 - 1987
Job Project Manager at CoKinetic
Industry Information Technology and Services
Experience
CoKinetic   August 2006 - Present
Blueprint Studios  2004 - 2006
Merrill Lynch  1997 - 2003
Unilever  1990 - 1996
Smith Barney  1987 - 1990
Shearson Lehman Brothers   1985 - 1987

Skills
Cloud Computing, Embedded Systems, Project Management, Cross-functional Team..., Web Applications, Quality Assurance, Testing, Software Quality..., Java, MySQL, Program Management, jQuery, C++, Software Development, TCP/IP, Agile Project Management, PMO, Business Intelligence, CSS, IT Management

Education
Pace University   1983 — 1985
MS, Computer Science

State University of New York at Albany   1977 — 1981
BA

Joseph DeCanio Joseph DeCanio Greater New York City Area Details
Joseph DeCanio's Shearson Lehman Brothers Experience September 1989 - May 1994
Job Personal Banker at Banco Santander
Industry Financial Services
Experience
Santander Bank, N.A.   October 2012 - Present
Brickhouse Coffee Inc   March 2008 - September 2012
Western Asset Management  July 2007 - January 2008
JPMorgan Chase  November 2006 - July 2007
The Bank of New York  November 2000 - November 2006
Sumitomo Trust & Banking Co   December 1999 - November 2000
Brown Brothers Harriman & Co  November 1998 - December 1999
W.P.H. Consultants LTD   June 1994 - October 1998
Shearson Lehman Brothers   September 1989 - May 1994

Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance

Education
Seton Hall University   1985 — 1989
BS, Business

Stan Stasiowski Stan Stasiowski Greater New York City Area Details
Stan Stasiowski's Shearson Lehman Brothers Experience 1985 - 1994
Job Business Development Manger Atlantic Chevrolet / Cadillac
Industry Automotive
Experience
Atlantic Chevrolet / Cadillac   Independent ConsultantSAS ServicesJanuary 2009 - January 2011
Cruise Planners  1995 - 2010
Lehman Brothers  September 2004 - December 2008
Lehman Brothers  January 1993 - January 2008
Lehman Brothers  2005 - 2008
Lehman Brothers  1985 - 2005
Lehman Brothers  January 1993 - January 1998
Lehman Brothers  January 1993 - January 1998
Shearson Lehman Brothers   1985 - 1994
Lehman Brothers  January 1987 - January 1993

Skills
Fixed Income, Equities, Product Control, Commodity, Transfer Pricing, Management, Capital Markets, Derivatives, Collateral Management, FX Options, Prime Brokerage, Foreign Exchange, Liquidity Management, Options, Hedge Funds

Education
Hofstra University   1981 — 1985

Hofstra University
A, Accounting

Hofstra University
BBA, Accounting

Kenneth Grogan Kenneth Grogan Greater New York City Area Details
Kenneth Grogan's Shearson Lehman Brothers Experience December 1988 - December 1992
Job Director Treasury Services at Wakefern Food Corp.
Industry Retail
Experience
Wakefern Food Corp.  March 2015 - Present
Wakefern Food Corp  July 2007 - March 2015
TD Waterhouse  March 1999 - June 2007
Fidelity Investments  December 1992 - March 1999
Shearson Lehman Brothers   December 1988 - December 1992

Skills
Cash Management, Treasury, Treasury Services, Financial Analysis, Forecasting, Financial Modeling, Finance, Pricing, Income Statement, Financial Reporting, Risk Management, Accounting, Budgets, Retail, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Financial Risk, Electronic Payments

Education
Pace University   1984 — 1988
BBA, Accounting

Andy Beck Andy Beck Greater New York City Area Details
Andy Beck's Shearson Lehman Brothers Experience July 1990 - October 1995
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2013 - Present
UBS Wealth Management  April 2011 - April 2013
Morgan Stanley Smith Barney  June 2009 - May 2010
Citi  February 2004 - June 2009
Smith Barney  October 1995 - February 2004
Shearson Lehman Brothers   July 1990 - October 1995

Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding

Education
Rider University   1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior

Randy Mittelstaedt Randy Mittelstaedt Greater Chicago Area Details
Randy Mittelstaedt's Shearson Lehman Brothers Experience June 1991 - December 1992
Job Head of RJO Market Insights
Industry Financial Services
Experience
R.J. O'Brien   January 2001 - Present
Merrill Lynch  January 1993 - December 2000
Shearson Lehman Brothers   June 1991 - December 1992

Education
Illinois State University   1987 — 1991
B.S., Finance

Mary Cashin Mary Cashin Greater New York City Area Details
Mary Cashin's Shearson Lehman Brothers Experience 1988 - 1994
Job Licensed Salesperson at Signature Premier Properties
Industry Real Estate
Experience
Signature Premier Properties  June 2012 - Present
Daniel Gale Sotheby's International Realty  June 2010 - July 2012
Salomon Smith Barney/Travelers Group   1997 - 1998
American Express Company  1994 - 1997
Shearson Lehman Brothers   1988 - 1994

Skills
Buyer Representation, Relocation, Sellers, Waterfront, New Home Sales, Condos, Referrals, Single Family Homes, Luxury, Residential Homes, Real Estate

Education
Iona College   1983 — 1987
Bachelor’s Degree

Holy Family High School   1979 — 1983

Holy Family High School

Marcy Gordon Marcy Gordon Greater New York City Area Details
Marcy Gordon's Shearson Lehman Brothers Experience 1992 - 1993
Job Law Practice Professional
Industry Law Practice
Experience
Bear, Stearns & Co. Inc.   2002 - 2006
Shearson Lehman Brothers   1992 - 1993

Education
Swarthmore College

Fran Taber Fran Taber Greater New York City Area Details
Fran Taber's Shearson Lehman Brothers Experience January 1988 - January 1993
Job Director, Global Sales Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  March 2010 - Present
Communication for Social Change Consortium   October 2009 - February 2010
Smith Barney  January 2002 - 2009
Smith Barney  January 1993 - January 2004
Shearson Lehman Brothers   January 1988 - January 1993
ROSENFELD, SIROWITZ, HUMPHREY & STRAUSS (Advertising Agency)   January 1987 - January 1988
CHAPMAN, STONE & ADLER   January 1985 - January 1987
GREY DIRECT, INC   January 1983 - January 1985
WARNER BROTHERS MUSIC PUBLISHING   January 1979 - January 1983

Skills
Series 7, Financial Services, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Series 63, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Risk Management, Securities, Finance, Strategic Planning, Insurance, Equities, Mergers

Education
Hunter College of the City of New York
Master of Arts

Randolph-Macon Woman's College
Bachelor of Arts

Bruce Rubin Bruce Rubin Greater New York City Area Details
Bruce Rubin's Shearson Lehman Brothers Experience 1989 - 1993
Job Chief Operating Officer at Westchester Capital Management
Industry Investment Management
Experience
Westchester Capital Management   March 2010 - Present
Seneca Capital  2005 - March 2010
Lightyear Capital  2001 - 2004
PaineWebber  1995 - 2000
Kidder Peabody  1994 - 1995
Shearson Lehman Brothers   1989 - 1993
Willkie Farr & Gallagher LLP  1984 - 1989

Education
Stanford University Law School   1981 — 1984
JD, law

Stanford University   1979 — 1981
BA, political science

Elaine Jackler Elaine Jackler Greater New York City Area Details
Elaine Jackler's Shearson Lehman Brothers Experience May 1985 - June 1987
Job Talent Acquisition at Fast Retailing | UNIQLO
Industry Apparel & Fashion
Experience
Fast Retailing UNIQLO   February 2014 - Present
Under Armour  August 2009 - February 2014
Liz Claiborne  January 1998 - November 1999
Liz Claiborne  January 1997 - December 1997
Liz Claiborne  June 1987 - December 1996
Shearson Lehman Brothers   May 1985 - June 1987

Skills
Succession Planning, Footwear, Apparel, Recruiting, Management, Talent Acquisition, Sourcing, Fashion, Merchandising, Trend Analysis, Global Sourcing, Trend, Wovens, Sales, Product Development, Retail, Sportswear, Forecasting, Fashion Design, Shoes, Human Resources, Wholesale, Trend Forecasting, Visual Merchandising

Education
Teachers College of Columbia University   1988 — 1990
M.A., Organizational Psychology, Human Resource Development

University of Delaware   1981 — 1985
B.A., Psychology

jeffrey mandell jeffrey mandell Greater New York City Area Details
jeffrey mandell's Shearson Lehman Brothers Experience April 1984 - September 1985
Job president at santa barbara planning corp.
Industry Financial Services
Experience
santa barbara planning corp.   January 1985 - Present
Hewlett, New york   April 1984 - September 1985
Shearson-Lehman Brothers  April 1984 - September 1985
Westinghouse Electric International Company   August 1968 - May 1970

Skills
Estate Planning, Retirement Planning, Strategic Financial..., Strategic Planning, Fixed Annuities, Insurance, Investments, Wealth Management, Disability Insurance, Retirement, Employee Benefits, Asset Managment, Financial Advisory, Life Insurance, 401k, Series 7, Long-term Care, Small Business, Long Term Care Insurance, IRAs, Health Insurance, Term Life Insurance, Mutual Funds, Financial Planners, Whole Life, Asset Management, Financial Planning

Education
University of Oklahoma   1965 — 1968
bba, finance, economics, marketing

Saint Louis University   1964 — 1965

Mina Nodaros Mina Nodaros Greater New York City Area Details
Mina Nodaros's Shearson Lehman Brothers Experience August 1987 - September 1992
Job Project Leader at Citigroup
Industry Information Technology and Services
Experience
Citigroup  August 1987 - Present
Shearson Lehman Brothers   August 1987 - September 1992
Guardian Life Insurance Company  July 1984 - August 1987

Skills
Requirements Gathering, Functional..., Leadership, Business Requirements, Mainframe, Business Analysis, Software Documentation, Analysis, PMO, Program Management, IT Strategy, CICS, Vendor Management, Microsoft SQL Server, Software Project..., Enterprise Architecture, Project Portfolio..., JCL, Software Development, DB2, CRM, Visio, Project Management, Databases, Management, Change Management, Banking, Systems Analysis, Data Warehousing, Financial Services, MS Project, Agile Methodologies, Business Process Design, Solution Architecture, Integration, Unix, Outsourcing, Disaster Recovery, ITIL, SQL, COBOL, PMP, Business Intelligence, Cross-functional Team..., Process Improvement, IT Management, SharePoint, TSO, IBM Mainframe, ISPF

Education
Pace University - Lubin School of Business   1978 — 1982
BBA, Management Information Systems

Elizabeth Rust Elizabeth Rust Greater Boston Area Details
Elizabeth Rust's Shearson Lehman Brothers Experience 1986 - 1992
Job Affordable Housing Consultant
Industry Real Estate
Experience
ECR Enterprises   2005 - Present
Town of Sudbury  2006 - 2013
Shearson Lehman Brothers   1986 - 1992

Skills
Policy Analysis, Affordable Housing, Nonprofits, Policy, Community Outreach, Public Speaking, Program Development

Education
Sarah Lawrence College   1974 — 1978
Bachelor's degree, Economics

William Jacobs William Jacobs Greater New York City Area Details
William Jacobs's Shearson Lehman Brothers Experience 1985 - 1992
Job Investment Platform Product Development
Industry Financial Services
Experience
Morgan Stanley  July 2013 - Present
Two Four   May 2010 - July 2013
Edward Jones  September 2009 - March 2010
B of A - Merrill Lynch (Broadcort Division)   September 2007 - March 2009
Pershing LLC  June 1995 - September 2007
Smith Barney, Inc.   May 1992 - June 1995
Shearson Lehman Brothers   1985 - 1992

Skills
Series 7, Series 63, Mutual Funds, Equities, Investments, Alternative Investments, Fixed Income, Securities, Financial Services

Education
Montclair State University   1971 — 1975
Bachelor of Arts, English

Charles Yu Charles Yu Greater New York City Area Details
Charles Yu's Shearson Lehman Brothers Experience 1985 - 1987
Job Senior IT Engineer at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts  March 2013 - Present
Express Scripts  April 2012 - March 2013
Medco Health Solutions  October 1990 - March 2012
Kidder, Peabody & Co.   June 1987 - October 1990
Shearson Lehman Brothers   1985 - 1987
Spear, Leeds & Kellogg   1984 - 1985

Skills
VSAM, TSO, JCL, Mainframe, COBOL, IBM Mainframe, DB2, SDSF, REXX, Application Development, Troubleshooting, SQL, OS/390, Problem Solving, z/OS, AbInitio/CICS, Mainview/CICS, Teredata/CICS, Hiperstation/CICS, Xpediter/CICS, AbendAid/CICS, Symdump/CICS, InterTest/CICS, CICS/TS 4.1, CICS Performance..., Omagamon/CICS, IPCS, TPX/Supper Session, Disaster Recovery

Education
Stevens Institute of Technology   1980 — 1982
MS, Computer Science

Fu-Jen Catholic University, Taiwan, R.O.C.   1973 — 1977
Bachelor of Arts (B.A.)

Berton Seltzberg Berton Seltzberg Greater New York City Area Details
Berton Seltzberg's Shearson Lehman Brothers Experience 2000 - 2004
Job
Industry Financial Services
Experience
Bessemer Trust  October 2006 - March 2011
S.W. Bach   2004 - 2006
Lehman Brothers Holdings Inc.  2002 - 2004
Shearson Lehman Brothers   2000 - 2004
Worldco  June 2000 - 2001
Sands Brothers  August 1996 - June 2000
Prudential Securities  1994 - 1996
Gabelli Asset Management  1993 - 1994
Shearson Lehman Brothers   1991 - 1993
Jewish Association for Services to the Aged   1990 - 1991

Skills
Securities, Hedge Funds, Litigation, Investment Advisory, Finance, Risk Management, Wealth Management, Alternative Investments, Due Diligence, Broker-Dealer, Private Equity

Education
Pace University School of Law   1979 — 1983
JD, Law

Steven Katzki Steven Katzki Washington D.C. Metro Area Details
Steven Katzki's Shearson Lehman Brothers Experience 1987 - 1995
Job Retired at UBS
Industry Financial Services
Experience
UBS  Financial AdvisorUBS Wealth ManagementMarch 2003 - August 2008
Merrill Lynch  1995 - 2003
Shearson Lehman Brothers   1987 - 1995

Skills
Wealth Management, Investments, Retirement Planning

Education
Syracuse University - Maxwell School   1971 — 1972
MPA

New York University   1967 — 1969
BA, Economics

State University of New York College at Geneseo   1965 — 1967
Economics

charles hohl charles hohl Greater New York City Area Details
charles hohl's Shearson Lehman Brothers Experience 1984 - 1998
Job Senior Technical Analyst
Industry Financial Services
Experience
Citi  2011 - 2013
Citi  2000 - 2011
Salomon Smith Barney  1998 - 2000
Shearson Lehman Brothers   1984 - 1998

Skills
Disaster Recovery, Testing, Mainframe, Data Center, Trading Systems, Securities, DB2, Troubleshooting, Management, Process Improvement, Data Analysis, IT Management, Hardware, MVS, Performance Tuning, ITIL, Vendor Management, NDM, Technical Support, IT Strategy, Unix, JCL, TSO, Fileaid, mainframe utilities

Education
Queensborough Community College
Computer Science

Nancy Moser Nancy Moser San Francisco Bay Area Details
Nancy Moser's Shearson Lehman Brothers Experience August 1991 - August 1994
Job Financial Services Professional
Industry Financial Services
Experience
UBS Wealth Management  February 2009 - June 2009
UBS Wealth Management  March 2002 - February 2009
UBS Wealth Management  May 1999 - March 2002
UBS Wealth Management  August 1994 - May 1999
Shearson Lehman Brothers   August 1991 - August 1994
Trout Trading Company   September 1990 - August 1991

Education
Loyola University Chicago   1987 — 1991
Business Administration, Economics

Jason S. Wright Jason S. Wright Austin, Texas Area Details
Jason S. Wright's Shearson Lehman Brothers Experience 1990 - 1993
Job President/Partner, Ace Roofing Company LLC
Industry Construction
Experience
Ace Roofing Company LLC   2006 - Present
Microchip Computers   2000 - 2003
ClubCastLive  1997 - 2000
Prudential Securities  1995 - 1997
Shearson Smith Barney   1993 - 1995
Shearson Lehman Brothers   1990 - 1993

Skills
Strategic Planning, New Business Development, Marketing, Marketing Strategy, Business Development, Project Management, Start-ups, Customer Service, Sales Management, Team Building, Budgets, Public Speaking, Contract Negotiation, Online Marketing, Sales, Account Management, Negotiation, Small Business, Leadership, Selling, Entrepreneurship, B2B, Direct Sales, Business Planning

Education
University of North Texas   1984 — 1984

New Mexico Military Institute   1982 — 1983

Highland Park High School   1979 — 1982

Steve Figliozzi Steve Figliozzi Greater New York City Area Details
Steve Figliozzi's Shearson Lehman Brothers Experience January 1983 - January 1985
Job Private Wealth Advisor at Astorino Financial Group/ LPL Financial
Industry Financial Services
Experience
Astorino Financial Group/ LPL Financial   February 2013 - Present
Affinity Investment Advisors   January 2011 - February 2013
Morgan Stanley Investment Managment   June 2003 - January 2011
MSIM Managed Accounts   January 2002 - June 2003
GWM Investment Advisory Services   January 1996 - January 2002
Investment Consulting Services   January 1993 - January 1996
Merrill Lynch Business Financial Services  January 1989 - January 1993
Merrill Lynch  January 1986 - January 1989
SHEARSON LEHMAN BROTHERS   January 1983 - January 1985
Merrill Lynch  January 1981 - January 1983

Skills
Retirement Planning, Product Management, Marketing Strategy, Financial Advisory, Series 63, Management, Alternative Investments, Hedge Funds, Sales, Series 24, Marketing, Mutual Funds, Series 7, Investment Management, Wealth Management, Investments, Asset Allocation, Investment Advisory, FINRA, Securities, Strategic Financial..., Finance, Insurance, Estate Planning, Equities, Investment Strategies, Fixed Income, ETFs

Education
St. Francis College
BA, Cum Laude, Political Science

Nick Muscatella Nick Muscatella Greater New York City Area Details
Nick Muscatella's Shearson Lehman Brothers Experience January 1987 - January 1990
Job IT Consultant(QA Analyst/Tester)
Industry Information Technology and Services
Experience
Bank of America/Merrill Lynch  June 2010 - December 2010
Garden State Health Systems   January 2009 - April 2010
Merrill Lynch  January 1990 - September 2008
Shearson Lehman Brothers   January 1987 - January 1990
Management Science America  January 1985 - January 1987

Skills
SDLC

Education
New Jersey State Elementary School Teacher CE
a Certificate, Client/Server Technology

Pace University
a Bachelor of Business Administration (BBA), Management Information Science(MIS)

Raritan Valley Community College

Connie Tomeo-Porto Connie Tomeo-Porto Greater New York City Area Details
Connie Tomeo-Porto's Shearson Lehman Brothers Experience 1988 - 1993
Job Licensed Sales Associate, President's Circle at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate  January 2003 - Present
Prudential Douglas Elliman  June 2011 - April 2014
Village Real Estate of the Hamptons   2003 - January 2012
Century 21 Amiable II   1997 - 2003
Shearson Lehman Brothers   1988 - 1993

Skills
Real Estate, Luxury, Residential Homes, Commercial Real Estate, Rentals, Buyers, First Time Home Buyers, Investment Properties, Investments, Investors, Referrals, Relocation, Condos, Sellers, Real Estate Transactions, Sales, Short Sales, Buyer Representation, Listings, Single Family Homes, Townhomes, New Home Sales, Foreclosures, Real Estate Development, Property Management, Real Property, REO, Brokerage, Property

Education
Pace University   1980 — 1982
Computer Science

Pace University

thomas fasanella thomas fasanella Greater New York City Area Details
thomas fasanella's Shearson Lehman Brothers Experience September 1987 - December 1990
Job Senior Investment Strategist in The Private Bank at Wells Fargo Corporation
Industry Banking
Experience
Wells Fargo, The Private Bank  November 2010 - Present
Wells Fargo Company  September 2009 - November 2010
Wachovia Bank  January 2005 - September 2009
Evergreen Investments/Wachovia   January 1992 - January 2005
First Fidelity Bank  January 1990 - December 1992
Shearson Lehman Brothers   September 1987 - December 1990
Bankers Trust Company  August 1975 - January 1987

Skills
Asset Management, Risk Management, Portfolio Management, High Net Worth..., Asset Allocation, Strategic Financial..., Mutual Funds, Investment Management, Insurance, Financial Advisory, Investments, Estate Planning, Wealth Management, Equities, Management, Finance, Financial Risk, Series 7, Financial Planning

Education
New York University
Diploma, Economics

St. Francis College
BA, Languages

Scott Maclise Scott Maclise San Francisco Bay Area Details
Scott Maclise's Shearson Lehman Brothers Experience March 1988 - October 1992
Job Owner, LPL Financial
Industry Investment Management
Experience
LPL Financial  October 1992 - Present
Shearson Lehman Brothers   March 1988 - October 1992
Merrill Lynch  February 1981 - February 1988

Skills
Investments, Securities, Wealth Management, FINRA, Investment Advisory, Retirement, Series 7, 401k, Retirement Planning, Investment Strategies, Fixed Annuities, Estate Planning, Financial Advisory, Mutual Funds, IRAs

Education
San Francisco State University   1975 — 1977
Psychology

sondra lazzarini sondra lazzarini Greater Detroit Area Details
sondra lazzarini's Shearson Lehman Brothers Experience March 1989 - May 1991
Job Senior Registered Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  November 2013 - Present
Merrill Lynch  September 2008 - September 2013
Merrill Lynch  September 2008 - September 2013
Smith Barney  May 1993 - September 2008
UBS / Paine Webber   May 1991 - May 1993
Shearson Lehman Brothers   March 1989 - May 1991

Skills
Series 63, Wealth Management, Asset Allocation, Mutual Funds, Series 65, Fixed Annuities, Retirement Planning, Series 7, Uniform Combined State..., Alternative Investments, Securities, securities lending, Separately Managed..., Securities Lending, Wealth Management..., FINRA

Education
Macomb Community College   1983 — 1985
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services

Jack E. McNerny Jr. Jack E. McNerny Jr. Cincinnati Area Details
Jack E. McNerny Jr.'s Shearson Lehman Brothers Experience May 1985 - December 1987
Job Certified Biomedical Engineering Technician at JNJ Ethicon EndoSurgery
Industry Medical Devices
Experience
JNJ Ethicon Endo-Surgery   July 2009 - Present
AAMI  2002 - 2014
St. Alphonsus Regional Medical Center  September 2002 - July 2009
Penn State University  September 2000 - August 2002
Dana Holding Corporation  December 1987 - September 2000
Shearson Lehman Brothers   May 1985 - December 1987

Skills
Design Control, Product Launch, Medical Devices, Biomedical Engineering, ISO 13485, Capital Equipment, FDA, Market Development, Surgical Instruments, Medical Imaging, CAPA, R&D, Validation, Hardware Diagnostics, Quality System, Radiology, ISO 14971, V&V, Design for Manufacturing, Design of Experiments, Commercialization, Surgery, FMEA, Product Development, Electronics, Hospitals, Healthcare, Clinical Research

Education
Penn State University   2010 — 2013
B.A. Law and Society, Law, B+/A-

Penn State University   2000 — 2002
AS/AE Biomedical Engineering Technology, Biomedical Engineering Technology, A+ Honors

Emily Rellinger Emily Rellinger Miami/Fort Lauderdale Area Details
Emily Rellinger's Shearson Lehman Brothers Experience October 1987 - June 1996
Job Financial Advisor at Pace Capital Management
Industry Financial Services
Experience
Pace Capital Management   December 2002 - Present
Merrill Lynch  September 2006 - February 2008
Shearson Lehman Brothers   October 1987 - June 1996

Education
Michigan State University
BS, Food Systems Economics and Management

University of Michigan-Flint

David Ketter David Ketter Phoenix, Arizona Area Details
David Ketter's Shearson Lehman Brothers Experience 1987 - 1987
Job Experienced Financial Industry Professional
Industry Financial Services
Experience
Financial Engines  April 2014 - Present
Charles Schwab  June 1997 - March 2010
Dean Witter Reynolds  1996 - 1997
DJK Capital Management   1986 - 1996
DST Systems  1988 - 1989
Shearson Lehman Brothers   1987 - 1987
Melvin P Ketter CPA, PC   1982 - 1987
IBM  1982 - 1982

Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7

Education
Marquette University
BA, Economics

Bishop LeBlond High School

Jim Cairns Jim Cairns Greater Seattle Area Details
Jim Cairns's Shearson Lehman Brothers Experience 1990 - 1993
Job Stragegic Advisor at Seattle City LIght
Industry Accounting
Experience
Seattle City LIght  April 2014 - Present
Allen Partners, Inc.   October 2012 - December 2013
Two Degrees  March 2012 - August 2012
drugstore.com / Walgreens   November 2007 - January 2012
Genie Industries, A Terex Company  June 2006 - November 2007
Multiple Contracting opportunities   April 2005 - May 2006
Jefferson Wells  May 2004 - March 2005
Seattle Systems  1996 - 2003
First Interstate Bank  January 1993 - January 1996
Shearson Lehman Brothers   1990 - 1993

Skills
Inventory Management, Manufacturing, Word, Excel, Microsoft Office, Documentation, SOX, GAAP, Accounting, Professional Services, Internal Audit, Audit, Financial Reporting, Auditing, Process Engineering, Internal Controls, Compliance, Financial Analysis, Risk Assessment, Fixed Assets, Process Improvement, Cost Accounting, Accounts Payable, General Ledger, Budgeting, US GAAP, Account Reconciliation, Business Process, Business Process..., Financial Control, Analysis, Sarbanes-Oxley, SOX 404, CPA, Management Consulting, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Management, Financial Statements, Project Management, Establish & Maintain..., External Audit, Financial Audits, Software Documentation

Education
University of Puget Sound
BA, Business Administration

Seattle University   1987 — 1988
Accounting

CATHY GENDREAU CATHY GENDREAU Springfield, Massachusetts Area Details
CATHY GENDREAU's Shearson Lehman Brothers Experience September 1991 - December 1993
Job OWNER at PEPPERMILL CATERING LLC
Industry Food & Beverages
Experience
PEPPERMILL CATERING LLC   September 2002 - Present
Shearson Lehman Brothers   September 1991 - December 1993
Spalding  1979 - 1990

Skills
Public Speaking, Marketing Strategy, Strategic Planning, Team Building, Social Media, Marketing, New Business Development, Non-profits, Advertising, Social Media Marketing, Coaching, Public Relations, Sales Management, Social Networking, Catering, Entrepreneurship, Online Marketing, Small Business, Customer Service, Management, Sales, Fundraising, Marketing Communications, Nonprofits

Education
Springfield Technical Community College

Vicki Nordskog Vicki Nordskog Irving, Texas Details
Vicki Nordskog's Shearson Lehman Brothers Experience 1987 - 1992
Job Still learning how to pace myself! Surprise to anyone?
Industry Financial Services
Experience
Retired  July 2015 - Present
H. D. Vest, Inc.   2004 - July 2015
Wells Fargo & Co  2004 - September 2011
Wells Fargo Bank  2001 - July 2004
Wells Fargo  1997 - 2001
Lehman Brothers  1992 - 1997
Shearson Lehman Brothers   1987 - 1992
Cytrol   1976 - 1987

Skills
Financial Services, Vendor Management, SDLC, Series 7, Business Analysis, Banking, Risk Management, Process Improvement, Business Strategy, Business Process..., Portfolio Management, IT Strategy, Leadership, PMO, Program Management, Integration, Strategy, Business Process, Management, Strategic Planning, Budgets, Securities, Analysis, Due Diligence

Education
Iowa State University   1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Zoology/Bacteriology

Nancy Farren Nancy Farren Greater Boston Area Details
Nancy Farren's Shearson Lehman Brothers Experience July 1990 - June 1991
Job Office Manager, American Insurance
Industry Insurance
Experience
American Insurance  January 2004 - Present
A.G. Edwards & Sons, Inc.   June 1991 - August 1993
Shearson Lehman Brothers   July 1990 - June 1991

Skills
Insurance, Underwriting, Risk Management, Commercial Insurance, General Insurance, Property & Casualty..., Liability, Strategic Planning, Casualty

Education
Stonehill College
Bachelor of Arts Degree

Valerie Karlsson Valerie Karlsson Greater Seattle Area Details
Valerie Karlsson's Shearson Lehman Brothers Experience August 1987 - August 1990
Job Registrar at Kent School District
Industry Primary/Secondary Education
Experience
Kent School District  November 2006 - Present
Tahoma School District  January 2004 - November 2006
Peterson & Price, APC   February 1992 - December 1994
Shearson Lehman Brothers   August 1987 - August 1990

Skills
Educational Leadership, Staff Development, Educational Technology, Student Affairs, Higher Education, Public Speaking, Community Outreach, Nonprofits

Education
San Diego State University-California State University   1978 — 1983
Bachelors, Journalism/Women's Studies

Castle Park High School   1975 — 1978
Diploma, HS Diploma

Marcia Horne Marcia Horne Newport, Vermont Details
Marcia Horne's Shearson Lehman Brothers Experience October 1987 - July 1990
Job Owner at Marcia Horne, Marketing Consulting
Industry Marketing and Advertising
Experience
Marcia Horne, Marketing Consulting   June 2009 - Present
National Securities Corporation  October 1991 - November 2000
Shearson Lehman Brothers   October 1987 - July 1990

Skills
Online Advertising, Social Media Marketing, Marketing Strategy, Advertising, SEO, Online Marketing, Entrepreneurship, Social Media, Marketing, Web Design, Small Business, Email Marketing, Marketing Communications, Digital Marketing, Graphic Design, New Business Development, E-commerce, Start-ups, Creative Direction, Social Networking

Education
International Academy of Design and Technology-Tampa   2008 — 2009
Web Page, Digital/Multimedia and Information Resources Design

Wheaton College   1981 — 1985
Bachelor of Arts (BA), Political Science and Government

Michael Ungar Michael Ungar Greater New York City Area Details
Michael Ungar's Shearson Lehman Brothers Experience 1990 - 1993
Job Principal Network Planning Engineer at AT&T
Industry Telecommunications
Experience
AT&T  December 2010 - Present
IBM  1996 - 1999
Smith Barney  1993 - 1995
Shearson Lehman Brothers   1990 - 1993
MCI Corporation  1988 - 1990
Purolator Courier  1985 - 1988
Satellite Business Systems  1982 - 1985

Skills
Telecommunications, IP, MPLS, Network Design, Ethernet, Switches

Education
Pace University

Brian Ness Brian Ness Greater New York City Area Details
Brian Ness's Shearson Lehman Brothers Experience May 1989 - April 1993
Job FX Relationship Management Business Development
Industry Financial Services
Experience
J.P. Morgan   June 2012 - May 2014
Citibank  January 2011 - August 2011
Citibank  2001 - 2011
Citigroup Global Markets  August 2001 - January 2010
Salomon Smith Barney  November 1998 - August 2001
Smith Barney  October 1996 - October 1998
Smith Barney Shearson  November 1994 - October 1996
Retail Capital Markets   November 1993 - November 1994
National Sales   May 1993 - November 1993
Shearson Lehman Brothers   May 1989 - April 1993

Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning

Education
Cook College of Rutgers University   1982 — 1986
B.S, Business Economics

Rutgers University   1982 — 1986
BS, Economics

Neal McLaughlin Neal McLaughlin Greater New York City Area Details
Neal McLaughlin's Shearson Lehman Brothers Experience August 1987 - June 1993
Job Property Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE  February 2013 - Present
Grubb & Ellis  March 2011 - September 2012
Royal Bank of Scotland  October 2008 - March 2011
ABN AMRO Bank N.V.   September 2001 - October 2008
ING Barings  August 1996 - September 2001
Lehman Brothers  June 1993 - August 1996
Shearson Lehman Brothers   August 1987 - June 1993
E.F. Hutton   October 1983 - August 1987

Skills
General Contractors, Physical Security, Janitorial, Food Service, General Repairs, Contract Negotiation, Office Management, Records Management, Landlord/tenant Issues, Print Management, Project Management, Contractors, Vendor Management, Asset Management, Budgets, Facilities Management, Process Improvement, Outsourcing, Program Management, Access, Operations Management, Risk Management, Team Building, Procurement, Strategic Planning, Logistics, Portfolio Management, Disaster Recovery, Leadership, Contract Management, Change Management, Real Estate, Time Management, Corporate Real Estate, Negotiation, Property Management, Forecasting, Lease Administration, Leases, Mergers & Acquisitions, Facilities Operations, Commercial Real Estate, Business Process..., Due Diligence, Finance, Financial Analysis, Banking, Project Planning, Building Maintenance, Strategy

Education
Iona College
BBA -, Business Administration and Management, General

New York Real Estate Institute   2013 — 2013
Real Estate Sales Licensing, Certification

Robert Utter Robert Utter Commack, New York Details
Robert Utter's Shearson Lehman Brothers Experience May 1986 - June 1992
Job SVP Fraud Prevention and Physical security at Citizens Bank
Industry Information Technology and Services
Experience
RBS Citizens  April 2012 - Present
Citizens Bank  April 2012 - Present
BlackRock  August 2008 - April 2012
ABN AMRO Bank N.V.   February 2006 - August 2008
Goldman Sachs  May 1994 - June 2006
FIRST SECURITY  June 1992 - April 1994
Shearson Lehman Brothers   May 1986 - June 1992

Skills
Operations Management, Change Management, Security, Physical Security, Vendor Management, Project Management, Risk Management, Fraud, Outsourcing, Process Improvement, Team Building, Leadership, Management, Risk Assessment, Program Management, Business Continuity, Disaster Recovery, Integration, Security Management, Negotiation, Access Control, Strategy

Education
Suffolk County Community College
Certificate, Business Administration and Management, General

Peter Benzie Peter Benzie New York, New York Details
Peter Benzie's Shearson Lehman Brothers Experience 1981 - 1989
Job Global Account Leader at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions  2013 - Present
Broadridge Financial Solutions  2005 - 2013
Fidelity Investments  2001 - 2005
Fidelity Investments  1996 - 2001
Chase Manhattan Investment Services   1991 - 1996
Shearson Lehman Brothers   1981 - 1989
Prudential Securities  1975 - 1981

Skills
sales, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Sales Process, International Sales, Sales Presentations, Organizational..., Organizational Design, Organizational Culture, Marketing Communications, Product Marketing, Financial Management..., Banking, Retail Banking, Branch Banking, Banking Law

Education
Providence College
Bachelor of Science (B.S.), Business

Suzanne Plain-Ward Suzanne Plain-Ward Rochester, New York Details
Suzanne Plain-Ward's Shearson Lehman Brothers Experience May 1987 - June 1994
Job Senior Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  October 2012 - Present
Livonia Central School  September 2009 - September 2012
Smith Barney  June 2000 - March 2007
Prudential Securities  June 1994 - June 2000
Shearson Lehman Brothers   May 1987 - June 1994

Skills
Series 7, Series 66

Education
Rochester Institute of Technology

Deborah Flewelling Deborah Flewelling Cranford, New Jersey Details
Deborah Flewelling's Shearson Lehman Brothers Experience May 1986 - April 1994
Job Sr. Compliance Professional
Industry Financial Services
Experience
Morgan Stanley  December 2005 - July 2014
Wachovia Bank (formerly Prudential Securities)   June 1994 - December 2005
Shearson Lehman Brothers   May 1986 - April 1994

Skills
FINRA, Management, Wealth Management, Risk Analysis, Financial Services, Training & Development, Metrics Reporting, Public Speaking, Project Management, Sales Practices, Task Completion, Variable Annuities, Equities, Mutual Funds, Alternative Investments, Securities

Education
Brooklyn College   1984 — 1986
On-going, English Literature; Education

Kingsborough Community College   1979 — 1981
Associate of Arts (AA), Education, English Literature, 3.6

Pace University-New York
On-going, Finance, General

Carol Stein Carol Stein Westport, Connecticut Details
Carol Stein's Shearson Lehman Brothers Experience March 1988 - January 1991
Job Senior Research Associate, Corporate Communications and Event Planning
Industry Research
Experience
DHR International  May 2011 - Present
Futures International LLC  April 1992 - April 2006
Shearson Lehman Brothers   March 1988 - January 1991

Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Technical Recruiting, Sourcing, Talent Management, Internet Recruiting, Interviews, Onboarding, Contract Recruitment, Temporary Placement, Employee Relations, Screening Resumes

Education
Lehigh University
Bachelor of Science (BSc), Finance, General

Melissa Shilling Melissa Shilling Pittsburgh, Pennsylvania Details
Melissa Shilling's Shearson Lehman Brothers Experience April 1988 - January 1991
Job Business Analyst Consultant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2013 - Present
BNY Mellon  March 2012 - June 2013
BNY Mellon  November 2006 - March 2012
Federated Investors, Inc.   January 1994 - June 2006
W. H. Newbolds   June 1991 - March 1993
Shearson Lehman Brothers   April 1988 - January 1991
Dean Witter Reynolds  April 1985 - March 1988

Education
Robert Morris University
Bachelor of Science (BS), Organizational Leadership

South Hills School of Business & Technology
Associate's degree, Business Admin/Accounting

Lori Caggiano Lori Caggiano Oyster Bay, New York Details
Lori Caggiano's Shearson Lehman Brothers Experience August 1986 - February 1995
Job Licensed Real Estate Agent at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate  2007 - Present
Wesley Nursery School   September 2000 - Present
Shearson Lehman Brothers   August 1986 - February 1995

Skills
Stronge Customer..., Finance, Corporate Law, Real Estate, Fixed Annuities

Education
St. Francis College   1984 — 1987
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Susan Scheader Susan Scheader Greater New York City Area Details
Susan Scheader's Shearson Lehman Brothers Experience 1992 - 1993
Job Managing Director, Marketing and Product Development, Prudential Financial
Industry Financial Services
Experience
Prudential Financial  1997 - Present
Morgan Stanley  1993 - 1997
Shearson Lehman Brothers   1992 - 1993

Skills
Investments, Marketing Strategy, Integrated Marketing, Marketing, Management, Financial Services, Strategy, Business Development, Cross-functional Team..., Strategic Planning, Portfolio Management, Asset Management, Mutual Funds

Education
Rutgers University-New Brunswick
Mini- MBA, Digital Marketing

Seton Hall University
B.A., Psychology

Gina Groves Gina Groves Charlotte, North Carolina Details
Gina Groves's Shearson Lehman Brothers Experience 1992 - 1994
Job Executive Assistant at Bank of America
Industry Financial Services
Experience
Bank of America  2014 - Present
Bank of America  2010 - 2014
Bank of America  2007 - 2010
Bank of America  2003 - 2007
Beacon Hill Financial  2002 - 2003
Putnam Investments  1998 - 2002
UMB Bank  1995 - 1998
Stifel Financial Corp.  1994 - 1995
Shearson Lehman Brothers   1992 - 1994
KSDK-TV NewsChannel 5  1992 - 1992

Skills
Executive..., C-Level Executive..., Business Support, Project Management, Financial Services, Internal Communications, Relationship Management, Client Service, Retail Banking

Education
Southern Illinois University, Edwardsville   1989 — 1992
Bachelor of Science (BS), Communication and Media Studies

Paul Hauser Paul Hauser Boca Raton, Florida Details
Paul Hauser's Shearson Lehman Brothers Experience 1988 - 1991
Job David Lerner Associates
Industry Financial Services
Experience
David Lerner Associates  2015 - 2015
Braman Motor Cars   May 2012 - June 2013
Teleperformance  October 2011 - March 2012
Convergys  January 2011 - August 2011
Cogent Communications  May 2000 - May 2001
Westcon  1996 - 2000
Shearson Lehman Brothers   1988 - 1991

Skills
Windows, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, Strategic Planning, Research, Windows 7, Cloud Computing, Management, Software Documentation, Sales, Account Management

Education
State University of New York College at Oswego   1982 — 1984
Bachelor of Arts (B.A.), Political Science and Government, 2.85

CompTek   2007 — 2007
Cisco Certified Network Administrator, Network and System Administration/Administrator, A

PC Professor   2010 — 2010
CompTIA A+ Certified IT Technician, Computer Installation and Repair Technology/Technician, A

Antonio López picón Antonio López picón Key Biscayne, Florida Details
Antonio López picón's Shearson Lehman Brothers Experience August 1991 - January 1993
Job Finance Director en City National Bank of Florida
Industry Banking
Experience
City National Bank of Florida  2011 - Present
Caja de Ávila   January 1993 - May 2011
Shearson Lehman Brothers   August 1991 - January 1993

Education
Universidad Complutense de Madrid   1986 — 1991
Licenciatura Ciencias Económicas y Empresariales, Finanzas, general

London South Bank University   1989 — 1990
European Business Certificate, Finanzas internacionales

Gina Pezza Gina Pezza Hamburg, New Jersey Details
Gina Pezza's Shearson Lehman Brothers Experience December 1988 - January 1994
Job Certified Medical Assisant at Cardiology Associates of Sussex County
Industry Hospital & Health Care
Experience
Cardiology Associates of Sussex County   July 2014 - Present
Cardiology Associates of Sussex County   June 2014 - July 2014
Casio USA  December 2011 - August 2013
TeleSearch Staffing Solutions  April 2010 - June 2011
Shearson Lehman Brothers   December 1988 - January 1994

Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Customer Service, Photoshop, Social Media, English, Windows, Event Planning, Spring Charts,..., Medisoft, Certified EKG Technician, Phlebotomist, Telemetry, CPR Certified

Education
Sussex County Community College   2013 — 2014
Certificate, Medical/Clinical Assistant

Sussex County Community College   2013 — 2014
Certificate, Certified Phlebotomy Technician

Sussex County Community College   2013 — 2014
Certificate, Certified EKG Technician

Edward McNally Edward McNally Camano Island, Washington Details
Edward McNally's Shearson Lehman Brothers Experience September 1989 - October 2000
Job
Industry Aviation & Aerospace
Experience
Lake Washington School District  August 2013 - June 2014
Marysville Joint Unified School District  August 2012 - June 2013
Los Angeles Unified School District  July 2008 - July 2011
Bear Stearns and Co.  October 2000 - October 2006
Shearson Lehman Brothers   September 1989 - October 2000
The Aerospace Corporation  February 1987 - October 1989
Hughes Aircraft Company  August 1980 - January 1987

Skills
Science, Sales, Engineering, Writing, Microsoft Word, Microsoft Excel, PowerPoint, Laboratory, Mathematics, Financial Services

Education
Pepperdine University   1985 — 1989
Master of Business Administration (MBA), Business Administration and Management, General, GPA: 3.58

Stanford University   1979 — 1980
Master of Science (M.S.), Mechanical Engineering, GPA: 3.60

Polytechnic University   1975 — 1979
Bachelor of Science (B.S.), Mechanical Engineering, GPA: 3.90

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