Shearson Lehman Brothers Inc.

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Shearson Lehman Brothers Inc. Employees

Employee
Years
Job
Industry
Chalkley J. Hambleton Chalkley J. Hambleton Greater Chicago Area Details
Chalkley J. Hambleton's Shearson Lehman Brothers Inc. Experience January 1984 - January 1986
Job Joseph A. Banks
Industry Consumer Goods
Experience
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

Stephen Borghardt Stephen Borghardt Greater New York City Area Details
Stephen Borghardt's Shearson Lehman Brothers Inc. Experience January 1990 - July 1993
Job Global Head of Operations and Client Services at Depository Trust and Clearing Corporation
Industry Financial Services
Experience
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

Jack Oliver Broadhurst Jack Oliver Broadhurst United States Details
Jack Oliver Broadhurst's Shearson Lehman Brothers Inc. Experience 1988 - 1991
Job Entrepreneur
Industry Biotechnology
Experience
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

Janet Lubas Janet Lubas Greater New York City Area Details
Janet Lubas's Shearson Lehman Brothers Inc. Experience 1990 - 1992
Job Experienced Financial Services Professional: Regulatory and Compliance, Finance, Risk, Project Management
Industry Financial Services
Experience
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

Jim Dracopoulos Jim Dracopoulos Columbus, Ohio Area Details
Jim Dracopoulos's Shearson Lehman Brothers Inc. Experience 1985 - 1988
Job Trust Real Estate Management
Industry Banking
Experience
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

Tom Bivona Tom Bivona Greater New York City Area Details
Tom Bivona's Shearson Lehman Brothers Inc. Experience January 1990 - March 1992
Job Managing Attorney at Milbank, Tweed, Hadley & McCloy LLP
Industry Law Practice
Experience
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

Jennifer Kiss Jennifer Kiss San Francisco, California Details
Jennifer Kiss's Shearson Lehman Brothers Inc. Experience 1988 - 1991
Job Development Consultant
Industry Fund-Raising
Experience
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

David Koplan David Koplan Greater Boston Area Details
David Koplan's Shearson Lehman Brothers Inc. Experience June 1992 - December 1993
Job Partner at The Coupon Book
Industry Marketing and Advertising
Experience
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

Ron Sands Ron Sands Auburn, California Details
Ron Sands's Shearson Lehman Brothers Inc. Experience June 1992 - April 1994
Job President at Java NorCal, LLC
Industry Food & Beverages
Experience
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

Catherine Savoca Catherine Savoca Greater New York City Area Details
Catherine Savoca's Shearson Lehman Brothers Inc. Experience 1985 - 1990
Job Principal | Alternate Resources | Hotel Purchasing | Hotel Design Consultation | Hospitality | FF&E Procurement | PIP's
Industry Hospitality
Experience
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

Barbara Maynard Barbara Maynard Greater Atlanta Area Details
Barbara Maynard's Shearson Lehman Brothers Inc. Experience March 1984 - February 1987
Job Cardiovascular sonography student
Industry Medical Practice
Experience
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

James B. Guisinger James B. Guisinger United States Details
James B. Guisinger's Shearson Lehman Brothers Inc. Experience October 1983 - September 1989
Job Vice President, Investments at Raymond James & Associates
Industry Financial Services
Experience
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

Beth Latessa Beth Latessa Greater Boston Area Details
Beth Latessa's Shearson Lehman Brothers Inc. Experience December 1982 - January 1987
Job Benefits Analyst at The Bulfinch Benefits Group
Industry Insurance
Experience
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

Christine Rogers Christine Rogers Columbus, Ohio Area Details
Christine Rogers's Shearson Lehman Brothers Inc. Experience May 1990 - January 1993
Job Financial Services: Client Support, Operations Manager, and Portfolio Performance Expertise
Industry Financial Services
Experience
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

Dorothy Boggio-Miller Dorothy Boggio-Miller New Wilmington, Pennsylvania Details
Dorothy Boggio-Miller's Shearson Lehman Brothers Inc. Experience 1987 - 1993
Job Farming Entrepreneur; Teacher; Administrator; Attorney
Industry Farming
Experience
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

ANTHONY J. BRACE ANTHONY J. BRACE Miami/Fort Lauderdale Area Details
ANTHONY J. BRACE's Shearson Lehman Brothers Inc. Experience 1993 - 1993
Job Owner, Admirality International Yacht Charter
Industry Leisure, Travel & Tourism
Experience
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

Lee Zagame Lee Zagame Lake Grove, New York Details
Lee Zagame's Shearson Lehman Brothers Inc. Experience September 1976 - April 1993
Job Certified Financial Planner at Self Employed
Industry Financial Services
Experience
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

Harry Frisch Harry Frisch Greater New York City Area Details
Harry Frisch's Shearson Lehman Brothers Inc. Experience October 1977 - June 1994
Job Of Counsel at Lubiner & Schmidt, LLC
Industry Financial Services
Experience
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

Jennifer Scutti Jennifer Scutti Greater New York City Area Details
Jennifer Scutti's Shearson Lehman Brothers Inc. Experience 1991 - 1993
Job Partner at ScuraPaley Securities LLC
Industry Financial Services
Experience
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

Richard Messina Richard Messina Greater New York City Area Details
Richard Messina's Shearson Lehman Brothers Inc. Experience 1989 - 1993
Job Vice President/Head of Investment Product Management at E*TRADE Financial
Industry Financial Services
Experience
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

Rusty McKinley Rusty McKinley Baton Rouge, Louisiana Area Details
Rusty McKinley's Shearson Lehman Brothers Inc. Experience October 1985 - November 1989
Job Financial Advisor at UBS
Industry Financial Services
Experience
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

Parnel Maurice Parnel Maurice Greater New York City Area Details
Parnel Maurice's Shearson Lehman Brothers Inc. Experience November 1993 - February 1995
Job at Citigroup
Industry Financial Services
Experience
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

Maureen B. Kerr Maureen B. Kerr Greater New York City Area Details
Maureen B. Kerr's Shearson Lehman Brothers Inc. Experience May 1985 - August 1985
Job Senior Managing DirectorHead of Insurance Solutions
Industry Investment Banking
Experience
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

Peter J. DaPuzzo Peter J. DaPuzzo Greater New York City Area Details
Peter J. DaPuzzo's Shearson Lehman Brothers Inc. Experience January 1960 - December 1991
Job Active Charitable Board Member
Industry Philanthropy
Experience
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

Brett Tarleton Brett Tarleton Greater New York City Area Details
Brett Tarleton's Shearson Lehman Brothers Inc. Experience December 1990 - December 1992
Job Executive Director at MSCI Inc.
Industry Financial Services
Experience
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

Patricia Caguiat Bawar Patricia Caguiat Bawar Greater New York City Area Details
Patricia Caguiat Bawar's Shearson Lehman Brothers Inc. Experience April 1992 - July 1994
Job Supplier Management & Procurement at American Express Global Business Travel
Industry Financial Services
Experience
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

Kenneth Ford Kenneth Ford Greater New York City Area Details
Kenneth Ford's Shearson Lehman Brothers Inc. Experience February 1984 - May 1985
Job Trader at Quasar Trading
Industry Financial Services
Experience
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

Lenore Sygulski Lenore Sygulski Greater New York City Area Details
Lenore Sygulski's Shearson Lehman Brothers Inc. Experience June 1986 - September 1986
Job Accounting Professional
Industry Accounting
Experience
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

Sharon Knight MS, RD, CD-N Sharon Knight MS, RD, CD-N Hartford, Connecticut Area Details
Sharon Knight MS, RD, CD-N's Shearson Lehman Brothers Inc. Experience September 1988 - January 1993
Job Transplant Dietitian at Hartford Hospital
Industry Health, Wellness and Fitness
Experience
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

Lenard Govia Lenard Govia Huntersville, North Carolina Details
Lenard Govia's Shearson Lehman Brothers Inc. Experience March 1986 - July 1990
Job Manager, Portfolio Analytics, Advice & Planning at TIAACREF
Industry Financial Services
Experience
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

Manfred Dasig Manfred Dasig East Elmhurst, New York Details
Manfred Dasig's Shearson Lehman Brothers Inc. Experience May 1977 - April 1991
Job Investment Banking Professional
Industry Investment Banking
Experience
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

Michael Alexander Michael Alexander Jersey City, New Jersey Details
Michael Alexander's Shearson Lehman Brothers Inc. Experience May 1987 - March 1992
Job President at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
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