Shearson Lehman Brothers Inc.
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Shearson Lehman Brothers Inc. Employees
Wunderlich Securities February 2012 - August 2013
Massachusetts Mutual Insurance August 2006 - August 2009
Morgan Stanley January 2000 - January 2006
Carr Futures Inc January 1996 - January 1999
Fuji Securities, Inc January 1987 - January 1996
ACLI Futures Inc August 1982 - July 1986
Shearson Lehman Brothers Inc January 1984 - January 1986
Refco Futures, Inc January 1982 - January 1984
ContiCommodity Services Inc January 1978 - January 1981
Skills
Military History, Asset Management, Public Speaking, Research, Sales
Education
Lake Forest College 1976 — 1978
BA, International Relations/European History
University of Denver 1971 — 1975
None, History
Berkshire School 1967 — 1971
HS
Latin School of Chicago 1957 — 1967
DTCC April 2007 - Present
Fixed Income Clearing Corp / Mortgage Backed Securities Clearing Corp. May 1997 - April 2007
BNP Paribas February 1997 - May 1997
CDC Investment Management Co August 1993 - February 1997
Shearson Lehman Brothers Inc January 1990 - July 1993
Cantor Fitzgerald Securities Corp March 1988 - January 1990
Skills
Bonds, Business Analysis, Business Process..., Change Management, Equities, Derivatives, Fixed Income, Governance, IT Strategy, Operational Risk..., Program Management, Project Management, Risk Management, SDLC, Securities, Swaps, Trading, Vendor Management, Capital Markets, Financial Services
Education
New York University 1994 — 1998
Economics
New York State
Diploma
Suffolk County Community College
Computer Science
BioIntervention Inc. LLC 2010 - Present
REMIS, Inc. 2012 - Present
Jack Broadhurst 1990 - 2010
Juke Joinery Inc. 1998 - 2009
TBK Strategies Inc. 2007 - 2007
BlueJacket Sailing Inc. 2003 - 2006
Inovative Builders Inc. 1994 - 1996
Hanley Brothers Inc. 1991 - 1993
Shearson Lehman Brothers Inc. 1988 - 1991
Skills
Project Coordination, Product Management, Project Execution, Project Delivery, Entrepreneurial Skills, Financial Analysis, detail oriented, Project Management, Contract Negotiation, Entrepreneurship, Start-ups, Construction, Team Building, Construction Management, Program Management, Operations Management, Leadership, New Business Development, Business Development, Strategic Planning, Cross-functional Team...
Education
New York University
Bachelor of Science (B.S.), Business Administration and Management, Economics/Statistics
John Jay High School, Cross River, NY
High School Diploma, General Education
Pershing, a BNY Mellon company 2012 - Present
BNY Mellon 2008 - 2011
BNY Mellon 2006 - 2008
BNY Mellon 2004 - 2006
BNY Mellon 2001 - 2004
BNY Mellon 1994 - 2001
Shearson Lehman Brothers, Inc 1990 - 1992
Curchin and Company CPA firm 1987 - 1989
ADP 1982 - 1986
Skills
Financial Analysis, Regulatory Reporting, Credit Risk, Team Building, Banking, Derivatives, Risk Management, Securities, Corporate Finance, Financial Services, Finance, Credit, Basel II, Credit Analysis, Analysis, Trading, Auditing, Regulatory Requirements
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Marketing
University of Maryland College Park 1984 — 1986
BS, Accounting
Rider University 1978 — 1982
BS in Commerce, Business
Woodbridge Senior High School
Cardinal Health, Inc. 2008 - 2010
Nationwide Mutual Insurance Company 1996 - 2008
Merrill Lynch 1989 - 1991
Thomson McKinnon Securities Inc. 1988 - 1989
Shearson Lehman Brothers Inc. 1985 - 1988
Skills
Mergers, Insurance, Tax, Real Estate, Software Licensing, Mutual Funds, Governance, Corporate Governance, Corporate Law, Financial Products, Offshore Investments
Education
New York University School of Law
LL.M
The University of Michigan School of Business Administration
BBA
University of Toledo College of Law
JD
Milbank, Tweed, Hadley & McCloy LLP April 1992 - Present
Shearson Lehman Brothers, Inc. January 1990 - March 1992
Skadden Arps June 1983 - January 1990
Sullivan & Cromwell LLP September 1977 - June 1983
Shearman & Sterling LLP November 1971 - September 1977
Skills
Courts, Motions, Court Appearances, Litigation, Commercial Litigation, Civil Litigation
Education
City University of New York-Brooklyn College 1967 — 1972
Political Science
Nazareth High School 1963 — 1967
Saint Francis Foundation March 2013 - Present
SFJAZZ August 2010 - February 2013
Mimi Haas 2003 - 2010
Cathedral School for Boys 2006 - 2008
Dan Sapp & Associates 2000 - 2002
Morgan Stanley 1993 - 1995
Satellite Television Asian Region Limited (STAR TV) 1991 - 1993
Shearson Lehman Brothers Inc. 1988 - 1991
Lehman Brothers International Inc. 1986 - 1988
Skills
Non-profits, Volunteer Management, Event Management, Fundraising, Strategic Planning, Event Planning, Community Outreach, Marketing Communications, Project Management, Budgets, Program Management, Annual Giving, Strategic Communications, Press Releases, Philanthropy, Stewardship
Education
University of Melbourne 1980 — 1985
Bachelor of Law (LLB), Bachelor of Arts (BA), International Law and Economic History
Lauriston Girls School
The Coupon Book November 2014 - Present
Eli & Bessie Cohen Camps, Camp Tel Noar 2013 - Present
Henry Elliott & Company, Inc September 2010 - November 2014
Community Business Network, LLC. January 2009 - October 2010
State Street March 2001 - December 2008
ZEFER September 1999 - February 2001
Fidelity Investments December 1993 - September 1999
Shearson-Lehman Brothers, Inc. June 1992 - December 1993
Skills
Project Management, Business Planning, Relationship Management, Healthcare Information..., CRM, Cross-functional Team..., Competitive Analysis, Product Management, Business Development, Business Strategy, Management, Healthcare, Strategy
Education
Suffolk University - Sawyer School of Management 1996 — 1998
Executive MBA, Business Administration
University of Massachusetts, Amherst 1988 — 1992
Economics
Pacific Green Coffee January 2013 - Present
Java NorCal, LLC December 2008 - Present
Java Detour June 2001 - November 2008
Charles Schwab May 1994 - May 2001
Shearson Lehman Brothers, Inc June 1992 - April 1994
US Army January 1986 - January 1988
Skills
Specialties: People..., Business Development, Leadership, Management, Sales, Training, Budgets, Marketing, Sales Management, Account Management, Business Strategy, Team Building
Education
Menlo College 1990 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Cabrillo College - Aptos, CA 1988 — 1990
A.A. Genreal Business, General Studies
Alternate Resources January 2015 - Present
Union Avenue Advisors LP April 2009 - December 2013
Aeneas Capital Advisors LP 2000 - 2009
Moore Capital Management 1992 - 1998
D.S. Wolf Group International, LLC 1990 - 1992
Shearson Lehman Brothers Inc. 1985 - 1990
Skills
Project Management, Business Development, Strategic Negotiations, Budgeting, Logistics, Marketing, Hospitality, Interior Design, Renovation, FF&E, Procurement
Education
SUNY Plattsburgh
Bachelor of Science (B.S.), Communication Arts, Cum Laude
ALDERGATE May 1998 - January 2005
COUNTY HEALTH DEPARTMENT October 1996 - June 2004
SARDIS NURSING HOME May 1993 - April 1996
NATIONAL FINANCIAL SERVICES CORPORATION February 1987 - May 1993
SHEARSON LEHMAN BROTHERS, INC March 1984 - February 1987
Education
Sanford Brown College 2010 — 2011
Cashier Training InstituteNew
Medical
Sanford Brown College
Cardiovascular Sonography
Central Piedmont Community College
Diploma
George Wingate High School
Raymond James & Associates February 2007 - Present
Smith Barney-Citigroup Global Markets September 1989 - February 2007
Shearson Lehman Brothers Inc. October 1983 - September 1989
Education
Oakland University 1976 — 1980
B.S. Economics and Management, Finance and Economics
Bulfinch Benefits Group June 2014 - Present
Corcoran & Havlin Benefits Group October 2012 - June 2014
360 Corporate Benefits Advisors June 2011 - September 2012
GBG Consulting Services November 2009 - January 2011
Choate Investment Advisors April 2007 - January 2009
Paine Webber January 1991 - June 1995
Boston Capital Partners, Inc. November 1989 - December 1990
The March Company, Inc. April 1988 - November 1989
Bear Stearns January 1987 - October 1987
Shearson Lehman Brothers, Inc. December 1982 - January 1987
Skills
Flexible Spending..., Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Sales, Brokers, Investments, Life Insurance, Disability Insurance, Management, COBRA, Portfolio Management, Underwriting, New Business Development, Marketing, Account Management
Education
North Adams State College 1978 — 1981
Bachelor of Science, Business Administration
Bridgewater State University 1977 — 1978
Physical Education
Wellesley Senior High School 1974 — 1977
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
Valley Home Farm August 2012 - Present
Kiwanis Club of New Wilmington 1996 - Present
Youngstown Warren Regional Chamber April 2002 - August 2012
Youngstown Warren Regional Chamber April 2002 - August 2012
Falcon Transport 1997 - 2001
Shearson Lehman Brothers, Inc. 1987 - 1993
Fairchild Publications 1986 - 1987
City of New York, Community Board 7 Brooklyn 1984 - 1986
New York University, Office of Student Activities 1980 - 1983
Skills
Public Speaking, Employee Relations, Economic Development, EEO, Customer Service, Employee Benefits, Grant Writing, Performance Management, Benefits Administration, Microsoft Excel, Employee Engagement, Public Relations, Strategic Planning, Non-profit..., Talent Acquisition, Payroll, Labor Relations, Human Resources, Microsoft Word, HRIS, Microsoft Office, Management, Marketing, Leadership, Leadership Development, Organizational..., Nonprofits, Event Management, Fundraising, Budgets
Education
Duquesne University School of Law 1993 — 1996
J.D., Estates, Trusts, Family Law
New York University 1977 — 1983
B.A., English, French, Comparative Literature
Brooklyn Technical High School 1973 — 1977
H.S., College Preparatory
Admirality International Yacht Charter 2001 - Present
Lehman Brothers Holdings Inc. 1994 - 2001
Visual Marketing Consultants 1986 - 2001
Smith Barney Shearson, Inc 1993 - 1994
Shearson Lehman Brothers, Inc. 1993 - 1993
Oxford & Simpson Reality Services, Inc. 1989 - 1993
ALA Commerical Photographic Laboratory 1986 - 1989
Faces on the Island 1985 - 1989
Bat Cave 1985 - 1988
Outline Inc. September 1984 - 1986
Skills
Restaurants, Trade Shows, Negotiation, Investments, Investment Banking, Equities, Management, Private Equity, Catering, Financial Services, Start-ups, Investment Management, Entrepreneurship, Commercial Real Estate, Venture Capital, Mergers & Acquisitions, Finance, Asset Management, Due Diligence, Social Media
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance/Commercial Real Estate, New York State Real Estate Broker License
Long Island University, C.W. Post Campus 1988 — 1988
New York State Real Estate Sales Associate License
Long Island University, C.W. Post Campus 1983 — 1984
Communications/Advertising
University of Miami - School of Business 1978 — 1983
BBA, Finance/Marketing/Communications
Self Employed September 1993 - Present
Shearson Lehman Brothers, INC September 1976 - April 1993
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Equities, Mutual Funds, Portfolio Management, Securities, Asset Managment, Mortgage Lending, Fixed Annuities, Estate Planning
Education
City University of New York-Baruch College 1975 — 1979
Master of Business Administration (MBA), Finance and Investments
Lubiner & Schmidt, LLC October 2010 - Present
Alonso, Andalkar, Toro, Facher & MacAvoy, P.C. July 2008 - June 2012
Merrill Lynch 2003 - 2008
Datek Online Holdings Inc. / TD Ameritrade July 1999 - April 2003
Lubiner & Schmidt October 1998 - July 1999
Gruntal & Co., LLC June 1994 - October 1998
Shearson Lehman Brothers Inc. October 1977 - June 1994
Smith Barney Shearson 1993 - 1994
Skills
Litigation, Compliance, Securities, SEC reporting, FINRA, Contract Negotiation, Arbitration, Mediation, Legal Research, Corporate Governance, Corporate Law, Securities Regulation, Risk Management, Investment Banking, Due Diligence, Financial Services, SEC filings, Series 24, Licensing, Capital Markets, Securities Litigation, Asset Management, Legal Compliance, AML, Mutual Funds, Commercial Litigation, Equities, Fraud, Series 7, SEC, Investments, Alternative Investments, Hedge Funds, Prime Brokerage, Derivatives, Financial Regulation, Options, Insurance, Investment Advisory, OFAC, Mergers & Acquisitions, Fixed Income, Private Equity, ETFs, USA PATRIOT Act
Education
Pace University School of Law 1977 — 1980
JD, Securities, Corporate Law
Rutgers, The State University of New Jersey-Newark 1976 — 1977
Finance
City University of New York City College 1971 — 1976
BS, History, Political Science
ScuraPaley Securities LLC April 2014 - Present
Sidoti & Company LLC May 2003 - March 2014
CIBC World Markets March 2001 - March 2003
Prudential Securities September 1993 - February 2001
Shearson Lehman Brothers, Inc 1991 - 1993
Brown Brothers Harriman September 1989 - September 1991
Skills
Series 7, Equity Research, Securities, Series 63, Valuation, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Fixed Income, ETFs, Series 86, Series 87, Wall Street Journal..., Alternative Investments, Financial Services, Equity Valuation, FINRA
Education
Rutgers University-New Brunswick 1990 — 1994
MBA, Finance
University of Delaware 1985 — 1989
BAAS, Communicaton
E*TRADE Financial December 2012 - Present
Merrill Lynch Wealth Management November 2009 - December 2012
Banc of America Investments October 2004 - November 2009
ABN AMRO Incorporated 2000 - 2004
UBS Securities LLC 1993 - 1999
Shearson Lehman Brothers Inc. 1989 - 1993
Salomon Brothers, Inc. 1983 - 1989
Skills
Equities, Series 7, Fixed Income, Investments, Investment Banking, Trading, Risk Management, Series 63, Asset Allocation, Mutual Funds, Executive Management, Wealth Management, Trading Systems, Financial Markets, Series 24, Asset Management, FINRA, Options, Origination, Asset Managment, Debt, Asset, Unified Managed Accounts, Series 53, Series 52, Series 27, Exchange Traded Products
Education
Central Connecticut State University 1978 — 1982
Bachelor of Science, Business Administration and Marketing
UBS January 1998 - Present
Morgan Keegan & Co., Inc. November 1989 - January 1998
Shearson Lehman Brothers, Inc. October 1985 - November 1989
Education
University of Mississippi 1978 — 1984
Educational Doctrate, Health, Physical Education & Recreation
The University of Southern Mississippi 1972 — 1976
BS, Athletic Administration & Coaching
High School 1969 — 1972
HS, College Preparation
Citigroup Vice PresidentCitigroup - Smith BarneyFebruary 1999 - March 2009
Salomon Smith Barney, Inc. March 1997 - February 1999
Smith Barney Shearson, Inc. February 1995 - March 1997
Shearson Lehman Brothers, Inc. November 1993 - February 1995
Shearson Lehman Brothers, Inc. January 1985 - November 1993
Kulite Semiconductor Products, Inc. May 1980 - January 1985
Skills
Operations Management, Process Change, Strategic Thinking, Customer Relationships, Customer Service, Training & Motivation, Productivity Improvement, Account Management, Negotiation, Relationship Management, Customer Satisfaction, MS Suite (Excel, Word,..., Strategic Planning, Contract Negotiation, Electronics, Semiconductors, Circuits Design, Management, CRM, Product Management, Program Management, Risk Management, Team Leadership, Process Improvement, Cross-functional Team..., Business Analysis, Business Development, Strategy, Analysis, Business Process..., Project Management, Start-ups, Financial Services, Banking, Leadership, Mergers & Acquisitions, SDLC, Change Management, Financial Analysis
Education
New York Institute of Technology 1991 — 1995
Bachelor's degree, Bachelor of Science
Stevens Institute of Technology - Hoboken, NJ 1978 — 1980
Electrical Engineering
Lincoln High School - Jersey City, NJ 1974 — 1978
FocusPoint Private Capital Group (Formerly Forbes Private Capital) January 2015 - Present
Barclays Capital February 2008 - May 2013
Lehman Brothers February 2006 - September 2008
Goldman Sachs February 1991 - February 2006
UBS Securities February 1990 - February 1991
Merrill Lynch & Co. August 1986 - February 1990
Shearson Lehman Brothers Inc. May 1985 - August 1985
PNC August 1980 - August 1984
Skills
Capital Markets, Investment Banking, Hedge Funds, Derivatives, Structured Products, Fixed Income, Emerging Markets, Corporate Finance, Financial Structuring, Finance
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Graduated with Distinction
Duke University 1976 — 1980
BA, Economics, Magna cum laude
Greenwich Hospital January 2013 - Present
Shelter for the Homeless October 2012 - Present
LGL Group January 2005 - December 2009
Inforcrossing,Inc January 2004 - December 2008
National Organization of Investment Professionals 2004 - 2006
Cantor Fitzgerald January 1993 - December 2005
Shearson, Lehman Brothers Inc. January 1960 - December 1991
Loeb Rhoades 1961 - 1991
Skills
Equities, Investments, Trading, Equity Trading, Securities, Hedge Funds, Asset Management, Mergers & Acquisitions, Capital Markets, Alternative Investments, Series 7, Financial Markets, Finance, Investor Relations, Portfolio Management, Mutual Funds, Investment Banking, Trading Systems, Mergers, Electronic Trading, Options, Financial Structuring, Real Estate, Traders, Bloomberg, Fixed Income, Series 24, Commodity, Funding, Asset Managment, FINRA, Bonds, Series 63, Investment Management, Wealth Management, IPO, Hedging, Financial Modeling, Financial Services, Equity Research, Emerging Markets, Derivatives, Investment Advisory, Investment Strategies, Valuation, FX Options, Venture Capital, Private Equity, Equity Derivatives, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 1961 — 1965
BS, Business Management
NY Institute of Finance 1962 — 1964
MSCI Inc. May 2006 - Present
Criterion Research January 2004 - May 2006
State Street - Elkins/McSherry January 1995 - January 2004
New Line Cinema May 1993 - April 1996
Shearson Lehman Brothers, Inc. December 1990 - December 1992
Smith Barney Harris Upham, Inc. May 1989 - December 1990
Drexel Burnham Lambert September 1987 - April 1989
Skills
Hedge Funds, Portfolio Management, Equities, Asset Management, Finance
Education
Fordham University - Graduate School of Business Administration 1998 — 2000
MBA, Finance, Marketing
Boston University Questrom School of Business 1983 — 1987
BSBA, Finance
American Express Co. Inc January 2001 - Present
ES Restaurant April 1998 - January 2001
American Express June 1996 - April 1998
Executive Travel Management Services July 1994 - June 1996
Lehman Brothers, Inc April 1992 - July 1994
Shearson Lehman Brothers, Inc April 1992 - July 1994
Skills
Marketing, Budgets, Travel Management, Cross-functional Team..., Marketing Strategy, Event Management, Team Building, Advertising, Program Management, Microsoft Office, Market Research, Business Travel, Account Management, Event Planning, Customer Service, Strategic Planning, Marketing Communications, Business Strategy, Management
Education
Baruch College, City University of New York (CUNY)
BA, Management / Marketing
CUNY Baruch CollegeNew
B.A. Degree, Management
College
KNI FORD at Chcago Mercantile Exchange March 1985 - October 2011
kniford 1985 - 2011
FLOORED THE MOVIE 2007 - 2010
Shearson Lehman Brothers Inc February 1984 - May 1985
Bank of America February 1980 - January 1984
ONeill and Feldman May 1977 - January 1980
Skills
Trading, FX trading, Commodities, FX Options, Equities, Bonds, Proprietary Trading, Options, Trading Strategies, Electronic Trading, Trading Systems, Technical Analysis, Financial Markets, Derivatives, Equity Trading, Hedge Funds, Hedging, Currency, Traders, Bloomberg, Equity Derivatives, Fixed Income, Capital Markets, Commodity, Quantitative Finance
Education
Saint Lawrence University 1974 — 1977
BS, Economics
Nikon, Inc. October 1986 - July 1995
Shearson Lehman Brothers, Inc. June 1986 - September 1986
Warner Books Inc./Div. Warner Communications Inc. March 1983 - May 1986
General Cigar & Tobacco April 1981 - March 1983
Education
City University of New York-Brooklyn College 1976 — 1980
Bachelor of Science (BS), Accounting
Hartford Hospital January 2011 - Present
Hartford Hospital October 2001 - January 2011
Southampton Hospital March 2000 - September 2001
Shearson Lehman Brothers, Inc September 1988 - January 1993
Skills
Medical Nutrition..., Nutritional Counseling, Weight Management, Nutrition, Health Promotion
Education
Tulane University 1984 — 1988
BA, Sociology
Hunter College
Masters, Nutrition
TIAA-CREF September 2000 - Present
TIAA-CREF September 1997 - August 2000
TIAA-CREF July 1993 - August 1997
TIAA-CREF July 1990 - July 1993
Shearson Lehman Brothers, Inc. March 1986 - July 1990
Department of Education September 1981 - October 1983
Skills
Alternative Investments, Investment Strategies, Series 6, Insurance, Capital Markets, Investment Advisory, 401k, Pensions, Fixed Annuities, Series 63, ChFC, CLU, CMFC, Asset Allocation, Retirement Planning, Financial Services, FLMI, Portfolio Optimization, Model Portfolios, Investment Theory, Portfolio Development, Investment Portfolios, Modeling Portfolios, Financial Markets
Education
Pace University - Lubin School of Business 1992 — 1996
Master of Business Administration (MBA), Economics
Pace University 1986 — 1988
Bachelor of Business Administration (BBA), Economics
Borough of Manhattan Community College 1984 — 1985
Associate of Arts (A.A.), Liberal Arts
Deutsche Bank 1998 - 2009
Shearson Lehman Brothers Inc May 1977 - April 1991
Skills
Team Management, Multi Tasking, Learning Quickly
Education
Brooklyn College 1966 — 1968
Marketing
Ateneo de Manila University 1960 — 1964
Marketing and Finance
Broadridge Business Process Outsourcing, LLC March 2006 - Present
Charles Schwab & Co.,Inc June 1996 - December 2005
Pershing Division of Donaldson, Lufkin & Jenrette May 1994 - June 1996
Smith Barney, Inc March 1992 - May 1994
Shearson Lehman Brothers, Inc. May 1987 - March 1992
Merrill Lynch Pierce Fenner and Smith, Inc. July 1983 - April 1987
Skills
Risk Management, Strategic Planning, Change Management, Business Strategy, Process Improvement, Executive Management, Global Operations, Business Development, Financial Services, Business Process..., Organizational..., Thought Leadership
Education
Hofstra University 1981 — 1983
Bachelor of Business Administration (BBA), Banking, Finance and Investments
Michigan State University 1978 — 1981
Accounting