Shearson Lehman Hutton

Industry: Investment banking company

Description

Shearson was the name of a series of investment banking and retail brokerage firms from 1902 until 1994, named for Edward Shearson and the firm he founded, Shearson Hammill & Co. Headquarters: New York City, NY Predecessor: Shearson, Hammill & Co. Founded: 1902 Type of business: Privately held company

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Shearson Lehman Hutton Employees

Employee
Years
Job
Industry
Haley Morgan Haley Morgan Greater St. Louis Area Details
Haley Morgan's Shearson Lehman Hutton Experience April 1989 - December 1989
Job Financial Advisor at SWS Financial Services
Industry Financial Services
Experience
SWS Financial Services   June 1997 - Present
Comerica Securities  April 1991 - June 1997
Shearson Lehman Hutton   April 1989 - December 1989
BofA Merrill Lynch  August 1988 - January 1989
EF Hutton  January 1987 - August 1988

Skills
Strategic Financial..., Investment Advisory, Wealth Management, Series 63, Wealth Management..., New Business Development, Marketing Communications, Portfolio Management, Public Relations, Sales, Sales Management, Financial Analysis

Education
Southern Methodist University - Cox School of Business   1982 — 1986
BBA

Denise Rayve Denise Rayve Greater New York City Area Details
Denise Rayve's Shearson Lehman Hutton Experience April 1984 - January 1992
Job Senior Vice President Regional Wealth Sales Manager at HSBC Wealth Management
Industry Financial Services
Experience
HSBC  November 2012 - Present
Morgan Stanley Wealth Management  June 2011 - November 2012
TD Bank  July 2009 - January 2011
Citi Smith Barney  December 2007 - December 2008
Citicorp Investment Services/Citi Smith Barney   May 2004 - December 2007
Bank of America/ Fleet-Quick & Reilly   July 2003 - May 2004
Prudential Securities  January 1992 - August 2002
Shearson Lehman Hutton   April 1984 - January 1992

Skills
Wealth Management, Series 63, Mutual Funds, Investments, Securities, Portfolio Management, Retirement Planning, Financial Advisory, Asset Allocation, Strategic Financial..., Alternative Investments, Investment Advisory, Asset Managment, Banking, Equities, Credit, Fixed Income, Insurance, Financial Services

Education
The Ohio State University   1982 — 1984
History of Art

Baldwin Wallace University   1980 — 1982
BA, Art History

Allan Gardner Allan Gardner Greater St. Louis Area Details
Allan Gardner's Shearson Lehman Hutton Experience April 1989 - April 1990
Job Senior Vice President Investment Officer, Fundamental Choice Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2000 - Present
PaineWebber  April 1994 - July 2000
Sutro & Co.   April 1990 - April 1994
Shearson, Lehman, Hutton   April 1989 - April 1990

Skills
Investments, Retirement Planning, Investment Strategies, Retirement, Securities, Finance, Asset Allocation, 401k, Alternative Investments, Insurance, Mutual Funds, Financial Services, Financial Advisory, Equities, Pensions, Defined Benefit, Brokerage, ETFs, Municipal Bonds, Financial Advice

Education
University of Kansas   1977 — 1981
BGS, Psychology, English

Shawnee Mission South   1974 — 1977

Brenda Schallert Brenda Schallert Phoenix, Arizona Details
Brenda Schallert's Shearson Lehman Hutton Experience January 1998 - January 2003
Job Administrative/Reception/Medical, Legal, Real Estate Fields
Industry Medical Practice
Experience
Solutions Staffing  January 2008 - Present
Staffing Agency  2008 - Present
SURREALESCAPE, INC   January 2003 - January 2008
SHEARSON, LEHMAN HUTTON  January 1998 - January 2003

Skills
Dependable/Excellent..., Excellent...

Education
Dynamic Worldwide Training Consultants   2011 — 2011
Certified Medical Administrative Assistant and Certified Billing & Coding Specialist, Medical Terminology/Medisoft/Referrals/Medical Front Office

Gateway Community College   2011 — 2011
no degree, Computer Usage & Applications

Kenneth Unger Kenneth Unger Roseville, California Details
Kenneth Unger's Shearson Lehman Hutton Experience 1985 - 1988
Job Founder of The Academy of Preferred Financial Advisors
Industry Financial Services
Experience
Academy of Preferred Financial Advisors   January 2015 - Present
Million Dollar Producer, Inc.   2000 - Present
NASD  1998 - 2000
Boston Capital  1988 - 2000
Shearson Lehman Hutton   1985 - 1988
Connecticut Mutual Financial Services   1983 - 1985

Skills
Marketing, Mutual Funds, Sales, Training, Financial Services, CRM, Business Development, Financial Planning, Selling

Education
Cornell University - Johnson Graduate School of Management
Marketing Strategy Program

Cornell University   1977 — 1981
Bachelor's degree

Gilda Whittier Gilda Whittier Greater St. Louis Area Details
Gilda Whittier's Shearson Lehman Hutton Experience August 1987 - June 1991
Job Administrative Professional / Human Resources/Communications
Industry Human Resources
Experience
Rose International  October 2013 - May 2014
Manpower  May 2011 - July 2012
Momentum Worldwide  November 2003 - October 2007
Emerson  February 1993 - July 2001
Shearson Lehman Hutton   August 1987 - June 1991
US Navy  January 1980 - July 1987

Skills
Human Resources, Administrative..., Outlook, Microsoft Office, Data Entry, Employee Relations, Microsoft Excel, Recruiting, Microsoft Word, PowerPoint, Customer Service, Office Management, Office Administration, Payroll, Event Planning, Time Management, PeopleSoft, Administrative...

Education
Argosy University   2014 — 2015
Bachelor of Science (B.S.), Business Administration / Human Resources, 4.0

Fontbonne University   2004 — 2007
Associate of Arts (AA), Business Administration and Management, General, 3.8

William Beaumont   1975 — 1979
Diploma, General Studies, 3.85

Paul E. Czekanski Paul E. Czekanski Miami/Fort Lauderdale Area Details
Paul E. Czekanski's Shearson Lehman Hutton Experience June 1985 - September 1988
Job Senior United States Probation Officer seeks new challenges
Industry Government Administration
Experience
United States District Court  March 1996 - Present
Barry University  September 2003 - August 2011
Florida Department of Corrections  August 1990 - March 1996
American Stock Exchange  December 1988 - May 1989
Shearson Lehman Hutton   June 1985 - September 1988

Skills
Nonprofits, Public Speaking, Community Outreach, Research, Courts, Leadership, Government, Legal Research, Litigation, Leadership Development, Strategic Planning, Microsoft Office, Legal Writing, Event Planning, Teaching, Civil Litigation, Program Development, PowerPoint, Policy, Criminal Justice, Editing, Microsoft Excel, Customer Service, Fundraising

Education
Miami Design and Preservation League   2011 — 2011
Certificate, Certifed as tour guide for the Art Deco Architecural District in Miami Beach, Florida

Miami Dade College   2010 — 2010
Certificate, Tour Guide for Miami amd Miami-Dade Coutny, Florida

Florida International University   1991 — 1995
September 1995, Graduate Certificate, Public Management

Florida International University   1991 — 1995
April 1995, Master of Science, Criminal Justice

Rutgers, The State University of New Jersey-Newark   1978 — 1982
May 1982, Bachelor of Arts with Honors, Political Science and Government with concentration in International Relations and Minor in History

Jeff Ellis Jeff Ellis Greater Chicago Area Details
Jeff Ellis's Shearson Lehman Hutton Experience October 1989 - July 1992
Job Director of National Accounts at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Group  February 2009 - Present
Banco Popular  January 2002 - April 2008
LaSalle Bank  1996 - 2002
Citicorp Investment Services  July 1992 - June 1996
Shearson Lehman Hutton   October 1989 - July 1992
Southern Maine Community College  August 1983 - July 1989

Skills
Organization, Product Innovation, Banking, Insurance, Series 7, Strategy, Investments, Business Development, Leadership, Asset Allocation, Financial Services, Series 6, Retirement, Relationship Management, Management, Employee Benefits, Portfolio Management, Public Speaking, Strategic Financial..., Budgets, Vendor Management, Training, Series 63, Mergers & Acquisitions, Sales Management, Credit, Strategic Partnerships, Executive Management, Program Management, Wealth Management, Retirement Planning, Fixed Annuities, Finance, Sales, Sales Operations, Start-ups, Financial Advisory, Securities, Mutual Funds, Strategic Planning, Risk Management, Life Insurance, Alternative Investments, Investment Advisory, 401k, Asset Management, Underwriting, FINRA, Long-term Care, Term Life Insurance

Education
Abilene Christian University   2013 — 2014
Master of Arts (M.A.), Conflict Resolution and Mediation

Logos Christian College   2004 — 2005
BA, Practical Theology

University of Southern Maine   1975 — 1980

University of Maine

Elbert Steven Hughes Elbert Steven Hughes Montgomery, Alabama Area Details
Elbert Steven Hughes's Shearson Lehman Hutton Experience 1988 - 1989
Job Director, Advanced Sales at Alfa Insurance
Industry Insurance
Experience
Alfa Insurance  December 2008 - Present
Alfa Insurance  May 1990 - December 2008
Veigas and Cox   1989 - 1990
Shearson Lehman Hutton   1988 - 1989

Skills
Insurance, Customer Relations, Public Speaking, PowerPoint, Sales, Life Insurance, Strategic Planning, Microsoft Excel, Outlook, Sales Management, Budgets, Leadership, Team Building, Microsoft Word, Marketing, Account Management, Microsoft Office, Management, Property & Casualty..., Term Life Insurance, Fixed Annuities, Universal Life, Underwriting, Whole Life, Coaching, Retirement Planning, General Insurance, Disability Insurance, Health Insurance, Commercial Insurance, Training, Umbrella Insurance, Legal Liability, Employee Benefits, Casualty, Long-term Care, Liability, Professional Liability, Casualty Insurance

Education
The American College   1990 — 1992
CLU, ChFC, Life Insurance and Financial Consulting

Samford University, Cumberland School of Law   1978 — 1981
J.D., Law

Auburn University   1973 — 1977
BS, Economics

Tarshia Jordan Butler, SPHR Tarshia Jordan Butler, SPHR Greater Atlanta Area Details
Tarshia Jordan Butler, SPHR's Shearson Lehman Hutton Experience June 1986 - June 1988
Job Human Resources Manager at The Home Depot
Industry Human Resources
Experience
The Home Depot  March 2013 - Present
The Home Depot  November 2011 - Present
AT&T  March 2005 - February 2009
Human Resources Solutions by Jordan   January 2002 - May 2007
Sprint Communications  June 2003 - March 2005
CNAUniSource   1999 - 2002
IntelliSource (Oglethorpe Power)   November 1997 - January 1999
Shearson Lehman Hutton   June 1986 - June 1988

Skills
Employee Relations, HRIS, Succession Planning, Performance Management, Conflict Resolution, Interviews, Talent Management, Onboarding, Payroll, Employee Engagement, Policy, Customer Service, Vendor Management, Project Management, Employee Handbooks, Benefits Administration, Hiring, Management, Strategic Planning, Employee Benefits, Program Management

Education
City University of New York
A.A.S

Kennesaw State University
SPHR, Human Resources

Alison Andrew Alison Andrew Guilford, Connecticut Details
Alison Andrew's Shearson Lehman Hutton Experience 1984 - 1990
Job
Industry Financial Services
Experience
Credit Suisse  April 1992 - March 2010
Thorson Brown and Plunkett   1990 - 1992
Shearson Lehman Hutton   1984 - 1990

Education
The University of Connecticut School of Business   1987 — 1990
MBA

Marietta College   1979 — 1983
BA

Suzette Valle Suzette Valle Coronado, California Details
Suzette Valle's Shearson Lehman Hutton Experience August 1987 - January 1989
Job Author at Quarto Kids Publishing
Industry Entertainment
Experience
Walter Foster Publishing  October 2014 - Present
TheWrap.com  January 2009 - Present
Mamarazzi Knows Best   January 2007 - Present
Time Warner Cable  2007 - May 2014
Patch.com  April 2011 - January 2013
Head To Toe Women's Expo   November 2010 - November 2010
Dr. Phil Show  January 2010 - January 2010
Dillon Read & Co.   February 1989 - February 1990
Shearson Lehman Hutton   August 1987 - January 1989
ROLM Telecom Corporation   August 1984 - August 1985

Skills
Social Media, Blogging, Freelance Writing, Writing, Lifestyle, Entertainment, Television, Social Networking, Pop Culture, Film, Facebook, WordPress, Editorial, Public Relations, Storytelling, Books, Publications, Copy Editing, Publishing, New Media, Copywriting, Journalism, Public Speaking, Editing, Media Relations, Social Media Marketing

Education
University of Oxford
Master's Degree, Latin American Studies

University of San Diego
Bachelor of Arts, French and International Relations

Centro de Enseñanza Tecnica y Superior CETYS
Preparatoria, High School

Brian Martz, CFP®, CIMA®, ADPA® Brian Martz, CFP®, CIMA®, ADPA® Wichita, Kansas Details
Brian Martz, CFP®, CIMA®, ADPA®'s Shearson Lehman Hutton Experience 1977 - 1990
Job MartzWagner Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  1990 - Present
Wichita State University  August 1990 - Present
Shearson, Lehman, Hutton   1977 - 1990
Shearson Lehman Brothers  1987 - 1987
Shearson Lehman Brothers  1987 - 1987

Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Customer Service, Equities, Investment Advisory, Estate Planning, Leadership, Public Speaking, Long-term Care, Risk Management, 401k Rollovers, Insurance, Investment Management

Education
Wichita State University

Denison University

The Hun School of Princeton

Yung-Yu Ma Yung-Yu Ma Allentown, Pennsylvania Area Details
Yung-Yu Ma's Shearson Lehman Hutton Experience 1990 - 1990
Job Assistant Professor of Finance at Lehigh University
Industry Higher Education
Experience
Lehigh University  August 2009 - Present
Self-employed  2000 - 2001
Packaging Solution Center of Smurfit Stone Container (now part of Rock Tenn, NYSE: RKT)   1998 - 1999
Andersen Consulting (now Accenture, NYSE: ACN)   1996 - 1998
China Trade and Services, LLC   1994 - 1995
The Chinese University of Hong Kong  1993 - 1994
Chicago Board of Trade, Economic Analysis Department   1991 - 1991
Shearson Lehman Hutton   1990 - 1990

Skills
Statistics, Valuation, Financial Analysis, Economics, Business Strategy, Financial Modeling, Corporate Finance, Business Planning, Quantitative Analytics, Investments, Finance, Econometrics, SAS programming, Stata, Data Analysis, Management, R Programming

Education
University of Utah   2004 — 2009
Ph.D., Finance

Portland State University   2002 — 2004
M.S. program in financial analysis, plus additional courses in mathematics and financial accounting

I.U.P. Stanford Center at National Taiwan University - Taipei   1995 — 1996
Intensive program in Advanced Chinese Language and Literature

Williams College   1989 — 1993
Bachelor of Arts (B.A.), Economics and Political Science (double major)

Ben Lupo Ben Lupo New York, New York Details
Ben Lupo's Shearson Lehman Hutton Experience 1987 - 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

Robert O. McCabe Robert O. McCabe Greater New York City Area Details
Robert O. McCabe's Shearson Lehman Hutton Experience September 1986 - August 1992
Job
Industry Financial Services
Experience
Societe Generale  July 2010 - Present
Key Banc Capital Markets  April 2009 - April 2010
J.P.Morgan   1992 - 2008
Shearson Lehman Hutton   September 1986 - August 1992

Skills
Investment Banking, Capital Markets, Securities, Hedge Funds, Financial Services, Equities, Fixed Income, Management, Policy, Asset Management, Derivatives, FINRA

Education
New York University School of Law   1975 — 1978
J.D.

Harvard University   1970 — 1974
B.A.

Sidwell Friends School   1963 — 1970
H.S. diploma

Greg Jackey APMA® Greg Jackey APMA® Rancho Santa Fe, California Details
Greg Jackey APMA®'s Shearson Lehman Hutton Experience February 1987 - October 1990
Job Senior Portfolio Manager at Jackey/Robinson Group
Industry Financial Services
Experience
Jackey/Robinson Group   February 2014 - Present
Ameriprise Financial Services, Inc.   July 2011 - February 2014
Citi Wealth Management  December 2004 - July 2011
Various Financial Firms   October 1990 - December 2004
Shearson-Lehman Hutton  February 1987 - October 1990

Skills
Estate Planning, Finance, Insurance, Retirement, Tax, Wealth, Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Series 63, Fixed Annuities, Financial Advisory, Portfolio Management

Education
San Diego State University-California State University   1972 — 1977
Business/Econ

D G Spencer Ludgate D G Spencer Ludgate Greater Los Angeles Area Details
D G Spencer Ludgate's Shearson Lehman Hutton Experience March 1988 - May 1989
Job Managing Director Fixed Income at Arque Capital Ltd
Industry Financial Services
Experience
Arque Capital Ltd  July 2012 - Present
CLEAN ENERGY GROUP ALLIANCE   April 2011 - June 2012
CITY NATIONAL BANK (CITY NATIONAL SECURITIES)   April 1995 - May 2010
CITY NATIONAL BANK (CITY NATIONAL SECURITIES)   June 1993 - April 1995
BA INVESTMENT SERVICES   January 1993 - May 1993
BA INVESTMENT SERVICES (SECURITY PACIFIC INVESTMENTS)   May 1991 - January 1993
SECURITY PACIFIC INVESTMENTS   May 1989 - May 1991
SHEARSON LEHMAN HUTTON   March 1988 - May 1989
E F HUTTON  May 1986 - March 1988

Skills
Portfolio Management, Banking, Investments, Risk Management, Equities, Financial Analysis, Credit, Series 7, Loans, Fixed Income, Strategic Planning, Asset Managment, Financial Modeling, Capital Markets, Wealth Management, Series 63, Series 24, Series 53, Series 4, Trading, Trading Systems, Electronic Trading, Organizational Design, Business Planning, Financial Accounting, Accounting, CFOs, Controllers, SOX 404, TRACE, MSRB, Compliance, Coaching, College Teaching, Photography, Series 27, Bonds, Bloomberg, Retirement Planning

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1998 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services, 3.92

Pepperdine University, The George L. Graziadio School of Business and Management   1996 — 1998
Bachelor's degree, Business/Managerial Economics, 3.93

West Los Angeles College   1994 — 1996

David Swits David Swits Albany, New York Area Details
David Swits's Shearson Lehman Hutton Experience 1988 - 1991
Job AVP Information Services IT Architecture at Albany Medical Center
Industry Information Technology and Services
Experience
Albany Medical Center  October 2007 - Present
SCS  2005 - 2007
NYS Office for Technology  January 2003 - July 2005
State University of New York  2002 - 2003
The Research Foundation of SUNY  1997 - 2002
Workers' Compensation Board  1995 - 1997
Coopers & Lybrand Consulting  1991 - 1994
Shearson Lehman Hutton   1988 - 1991
Drexel Burnham Lambert  1985 - 1988
Dun & Bradstreet  1983 - 1985

Skills
IT Strategy, IT Management, Enterprise Architecture, Data Center, SDLC, Virtualization, IT Operations, Active Directory, Business Analysis, Business Intelligence, Change Management, Cisco Technologies, Citrix, Cloud Computing, Databases, Disaster Recovery, Enterprise Software, Governance, Healthcare Information..., IT Service Management, ITIL, Information Technology, Infrastructure, Integration, Leadership, Management, Management Consulting, Microsoft Exchange, Microsoft SQL Server, Network Security, Networking, Operations Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Security, Servers, SharePoint, Software Development, Software Documentation, Software Project..., Storage, Strategic Planning, System Administration, VMware, Vendor Management

Education
State University of New York College at Plattsburgh   1977 — 1981

Pat Lind-Gonzalez Pat Lind-Gonzalez Greater New York City Area Details
Pat Lind-Gonzalez's Shearson Lehman Hutton Experience 1988 - 1990
Job Chief Institutional Research Officer at Farmingdale State University of New York
Industry Higher Education
Experience
Farmingdale State University of New York  August 2010 - Present
The Art League of Long Island   2003 - 2008
SUNY College at Old Westbury  2000 - 2003
Citibank  1996 - 1998
Chemical Banking Corp.  1990 - 1995
Shearson Lehman Hutton   1988 - 1990

Skills
Data Analysis, Survey Research, Statistics, Higher Education..., Nonprofits, Distance Learning, Adult Education, Curriculum Design, Research Design, Analysis

Education
New York Institute of Technology
Master of Science (MS)

State University of New York College at Oneonta
Bachelor of Science (BS), Statistics

William Carlton William Carlton Bellevue, Washington Details
William Carlton's Shearson Lehman Hutton Experience July 1985 - June 1993
Job Principal at Carlton Wealth Management, LLC
Industry Financial Services
Experience
Carlton Wealth Management, LLC   July 2013 - Present
First Allied Securities  January 2009 - Present
First Montauk Securities, Inc   April 1998 - December 2008
Prudential Securities, Inc  May 1994 - April 1998
Smith Barney Shearson , Inc   July 1993 - May 1994
Shearson Lehman Hutton   July 1985 - June 1993
Foster & Marshall Inc   June 1983 - June 1985

Skills
Emeritus Eastside..., Campaign For the...

Education
Stanford University
Bachelor's degree, Industrial Engineering

University of Pittsburgh

University of Washington

Michael Lam, CRISC Michael Lam, CRISC Greater New York City Area Details
Michael Lam, CRISC's Shearson Lehman Hutton Experience 1986 - 1989
Job Vice President at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon  October 2010 - Present
BNY Mellon (formerly The Bank of New York)   1992 - 2010
Time Warner Inc.  1989 - 1992
Shearson Lehman Hutton   1986 - 1989

Skills
SDLC, Integration, Risk Management, Information Security..., Secure SDLC, Risk Assessment, Application Security, Information Architecture, Strategic Architecture, Enterprise Risk..., Software Quality..., Global Operations and..., Cross-functional Team..., Software Development, Business Analysis, Business Continuity, Disaster Recovery, Security, Management, Information Security, Information Technology, Project Portfolio..., Enterprise Architecture, IT Strategy, Project Management, Governance, Strategy, ITIL, Vendor Management, Enterprise Software, Quality Assurance, System Administration, Data Center, IT Management, Software Project..., Business Process..., PMP, Financial Services, Outsourcing, Leadership, Business Intelligence, Project Planning, Requirements Gathering, Visio, Consulting, Requirements Analysis, IT Service Management, Project Delivery, Program Management, Solution Architecture

Education
Pace University   2007 — 2010
MS, Information Systems: Internet Technology-Concentration in Security/Information Assurance - GPA: 3.95

Pace University   2007 — 2008
Advanced IT Graduate Certificate, Security & Information Assurance

City University of New York-Hunter College
BA, Computer Science & Mathematics

New York University
Professional Certificate, Computer Programming

Keli Brereton Keli Brereton Spokane, Washington Area Details
Keli Brereton's Shearson Lehman Hutton Experience June 1989 - July 1990
Job VP, Team Leader, Relationship Manager, Wealth Management & Advisory Services at Washington Trust Bank
Industry Investment Management
Experience
Washington Trust Bank  May 2012 - Present
Lutheran Community Services NW  October 2011 - Present
Pacifica Capital Investments, LLC   January 2009 - Present
San Diego Capital Management   July 1995 - Present
AH Williams LLC   February 2010 - May 2014
San Diego Trust & Savings/First Interstate Bank   July 1990 - July 1995
Shearson Lehman Hutton   June 1989 - July 1990
PaineWebber  June 1987 - June 1989

Skills
CFA, Emerging Markets, Asset Allocation, Alternative Investments, Financial Modeling, Wealth Management, Investments, Chartered Financial..., Securities, Banking, Finance, Financial Analysis

Education
Eastern Washington University
BS, Finance

Jackie Bay Jackie Bay Greater New York City Area Details
Jackie Bay's Shearson Lehman Hutton Experience 1987 - 1990
Job Brand Strategy & Consumer Insights
Industry Marketing and Advertising
Experience
Strategic Pet, LLC   December 2010 - Present
The Seidewitz Group   November 2011 - Present
Mars  2005 - 2007
Schering Plough  2001 - 2002
Campbell Soup Company  1995 - 2000
Procter & Gamble  1992 - 1995
Shearson Lehman Hutton   1987 - 1990

Skills
FMCG, Qualitative Market..., Product Development, Strategic Planning, Marketing Plan..., Competitive Analysis, Brand Positioning, Project Management, Veterinary Marketing, New Product Sampling, Website Development, Focus Group Moderator, Indepth Professional..., Positioning, Integrated Marketing, Qualitative Research, Social Media Marketing, Market Planning, Marketing Strategy, Brand Architecture, Focus Groups, Strategy, Market Research, Consumer Products, Customer Insight, Creative Direction, Marketing, Online Advertising, Brand Management

Education
New York University - Leonard N. Stern School of Business
MBA, Marketing

RIVA Training Institute   2011 — 2011
Moderator training, Qualitative Market Research

University of North Carolina at Chapel Hill
BA, English, Economics

Stirling Presson Stirling Presson Greater St. Louis Area Details
Stirling Presson's Shearson Lehman Hutton Experience January 1988 - January 1994
Job Sales Manager at CF Vatterott Construction Company
Industry Business Supplies and Equipment
Experience
CF Vatterott Construction Company   April 2013 - Present
Shield Technologies US   June 2011 - Present
Pyramid Construction, Inc   February 1996 - April 2008
Bogan Supply Company   January 1995 - January 1996
Shearson Lehman Hutton   January 1988 - January 1994
National General Insurance Company  January 1986 - January 1988
Pat Ryan & Associates  January 1984 - January 1985

Education
Southeast Missouri State University   1979 — 1983
Bachelor of Business Administration; Bachelor, Management

Patrick Nicholson Patrick Nicholson Greater Philadelphia Area Details
Patrick Nicholson's Shearson Lehman Hutton Experience 1985 - 1992
Job Principal at Meradia Group
Industry Investment Management
Experience
Meradia Group  February 2010 - Present
Smith Barney Consulting Group  1999 - 2009
Shearson Lehman Hutton   1985 - 1992

Skills
Performance Measurement, Investments, Asset Allocation, Retirement Planning, Wealth Management, Performance Attribution, Investment Advisory, Analysis, Requirements Analysis, Business Analysis, Financial Services, Mutual Funds, Management Consulting

Education
University of North Carolina at Chapel Hill   1975 — 1979
BS, Mathematics

Lillian Appleby Lillian Appleby Greater Los Angeles Area Details
Lillian Appleby's Shearson Lehman Hutton Experience January 1990 - January 1992
Job ARC, LLC. Managing Director
Industry Financial Services
Experience
Angeles Retirement Consulting, LLC   January 2006 - Present
UBS Financial Services  May 1998 - January 2006
SUTRO & Co  January 1992 - May 1998
SHEARSON LEHMAN HUTTON   January 1990 - January 1992

Education
TRAU/ UCLA Anderson School of Management   2012 — 2013
Certified 401(k) Professional Designation, Retirement Plan Specialist

University of California, Los Angeles
Professional Designation in Personal Financial Planning

California State University-Northridge
BA, ECONOMICS

Leonard Catalano Leonard Catalano Greater New York City Area Details
Leonard Catalano's Shearson Lehman Hutton Experience 1986 - 1992
Job Research Specialist at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data Corporation  June 2012 - Present
Interactive Data  April 2007 - December 2010
Xcitek, Inc   November 1997 - April 2007
American Stock Transfer & Trust Company   January 1993 - January 1997
Shearson Lehman Hutton   1986 - 1992

Skills
Editing, Corporate Actions, North American..., SEC reporting, EDGAR, Factiva, DTC, Research, Team Motivator, Securities, Equities, Customer Relations, Team Management, Customer Service, Management, Market Data, Reference Data, Analysis, Fixed Income, Bonds, Capital Markets

Education
Adelphi University
B.S., Management and Communications

Company Sponsored

Christopher Mittleman Christopher Mittleman Greater New York City Area Details
Christopher Mittleman's Shearson Lehman Hutton Experience January 1990 - September 1990
Job Managing Partner / Chief Investment Officer at Mittleman Brothers LLC
Industry Financial Services
Experience
Mittleman Brothers LLC   December 2005 - Present
Spencer Clarke LLC   February 2002 - December 2005
UBS Wealth Management (PaineWebber)   September 1990 - January 2002
Shearson Lehman Hutton   January 1990 - September 1990

Education
Penn State University   1986 — 1989

Phillips Exeter Academy   1983 — 1986

Gretchen Hinkamp Gretchen Hinkamp Greater Denver Area Details
Gretchen Hinkamp's Shearson Lehman Hutton Experience June 1986 - June 1989
Job
Industry Education Management
Experience
Daniel C. Oakes High School   June 2002 - Present
Wheat Ridge Senior High School   August 1997 - June 2002
Rush-Presbyterian-St.Luke's Medical Center   June 1989 - June 1993
Shearson Lehman Hutton   June 1986 - June 1989
Chicago Sting Soccer Association   June 1985 - June 1986

Skills
Educational Leadership, Nonprofits, Public Speaking, Staff Development, K-12, Grant Writing, Leadership Development, Program Development, Higher Education, Community Outreach, Research, Editing, Program Evaluation, Grants, Curriculum Development

Education
Vanderbilt University
B.A., English

DePaul University
M.A., English

Hillery R. Schanck, CIMA Hillery R. Schanck, CIMA Virginia Beach, Virginia Details
Hillery R. Schanck, CIMA's Shearson Lehman Hutton Experience 1989 - 1990
Job Financial Advisor for Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 1997 - Present
Paragon Resources Inc.   1994 - 1997
PaineWebber  1990 - 1994
Shearson Lehman Hutton   1989 - 1990

Skills
Investments, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2007 — 2007
IMCA Alternative Investments

University of Pennsylvania - The Wharton School   2002 — 2002
CIMA, Certified Investment Manager Analyst

The Johns Hopkins University - Carey Business School   1990 — 1991
Business

Randolph-Macon College   1985 — 1989
BA, Business/Economics

Sunil Sabharwal Sunil Sabharwal Greater Boston Area Details
Sunil Sabharwal's Shearson Lehman Hutton Experience June 1987 - May 1990
Job Enterprise Implementation Specialist at eClinical Works
Industry Information Technology and Services
Experience
e-Clinical Works   March 2014 - Present
Blue Cross Blue Shield of Michigan/S3 Inc.   May 2012 - March 2014
BTS/ WIPRO/ Northwestern Mutual   December 2011 - May 2012
Business Technology Software Solutions Inc   November 2007 - May 2012
WAAV Inc.   February 2007 - January 2008
E-Force LLC (Unimart Stores of PA.)   March 2003 - January 2007
EDS Advanced Solutions  August 2000 - March 2003
Prudential securities/Northwestern Mutual   May 1990 - August 2000
Shearson, Lehman, Hutton   June 1987 - May 1990
UNISYS CORP  March 1985 - May 1987

Skills
SAP SD FICO Consultant, Project Management, Business Analysis, SAP R/3, Business Process, Retail, Telecommunications, Investments, Enterprise Architecture, Management, Software Project..., Outsourcing, Enterprise Software, Program Management, Strategy, Change Management, Business Development, Software Development, Leadership, SAP, SAP ERP, ERP, Consulting

Education
Wayne State University   1975 — 1978
B. Science, Business Adminstration, Computer Sc.

Lawrence Technological University   1974 — 1975
Assoc, Industrial Engg. Mgmt.

D.A.V. College, Jullunder,India   1973 — 1974
Pre-Med./B.SC. Medical, Medical Sciences

BTSSI

Kevin Jones, CFA Kevin Jones, CFA Boise, Idaho Details
Kevin Jones, CFA's Shearson Lehman Hutton Experience January 1988 - February 1990
Job Principal, Harmonic Investment Advisors
Industry Investment Management
Experience
Harmonic Investment Advisors   November 2008 - Present
Boise State College of Business & Economics   June 2008 - Present
CFA Society of Idaho   January 2006 - Present
Catholic Charities of Idaho  July 2008 - May 2012
St. John's Parish   May 2008 - May 2011
D.B. Fitzpatrick & Co.   January 2006 - October 2008
ICM Asset Management  January 1993 - May 2005
Shearson Lehman Hutton   January 1988 - February 1990
UC Santa Barbara  1981 - 1984

Skills
Portfolio Management, Series 65, Equity Research, Fixed Income Analysis, Equity Trading, Strategic Planning, Financial Modeling, Equities, Financial Analysis, Management, Valuation, Asset Managment, Alternative Investments, Mutual Funds, Asset Management, Asset Allocation, Investments, Economics, Fixed Income, Finance

Education
University of California, Santa Barbara   1981 — 1986
Bachelor, Business Economics/Finance

Boise State University

Boise State University

Kevin Eric Laney Kevin Eric Laney Greater New York City Area Details
Kevin Eric Laney's Shearson Lehman Hutton Experience October 1988 - May 1990
Job
Industry Education Management
Experience
KELANI IMAGES LLC   2010 - Present
Columbia University  June 1990 - Present
Columbia University  June 1990 - Present
Shearson Lehman Hutton   October 1988 - May 1990
Camsoft Data Systems  1988 - 1989
D.W. Brown Engineering   1984 - 1988
D.W. Brown Engineering   1984 - 1988

Skills
Information Technology, Public Speaking, Program Management, Public Relations, Research, Nonprofits, Project Management, Microsoft Office, International Relations, Microsoft Excel, System Administration, Customer Service, Windows, Process Improvement, Data Analysis, Analysis, Leadership, Training, Management, Team Leadership, Teaching, Editing, Microsoft Word, Strategic Planning, PowerPoint, Access, Outlook, Social Media, Fundraising, Event Planning, Time Management, Organizational..., Government, Event Management, Social Networking, Team Building, English, Budgets, Leadership Development, Higher Education, Project Planning, Networking, Teamwork, Entrepreneurship, Policy, Software Documentation, Strategy, Change Management, Data Entry, Administration

Education
Columbia University in the City of New York   1992 — 2002
BA, Sociology

JHS 43

ParkWest High School
Diploma, Culinary Arts and Related Services

Sonia Concepcion, MSHRM Sonia Concepcion, MSHRM Homestead, Florida Details
Sonia Concepcion, MSHRM's Shearson Lehman Hutton Experience January 1988 - January 1989
Job Benefits Administrator, Costa Farms
Industry Health, Wellness and Fitness
Experience
Costa Farms  February 2014 - Present
Brightstar  June 2013 - February 2014
Burger King Corporation  October 2000 - June 2013
Valdes & Villaverde PA   January 1997 - January 2000
Miller, Kagan, Rodriguez and Silver   January 1996 - January 1997
Lucas Renick & Chait PA   January 1991 - January 1996
PICINICH & McClure   January 1990 - January 1991
Chemical Bank  January 1989 - January 1990
SHEARSON LEHMAN HUTTON   January 1988 - January 1989
Manufacturers Hanover Trust  January 1984 - January 1988

Skills
Franchising, Microsoft Excel, Microsoft Word, Microsoft Office, Human Resources, Benefits Administration, Workers Compensation, Talent Management, Leadership, PowerPoint, Budgets, Employee Benefits, Organizational..., Policy, Management, Training, Applicant Tracking..., Workforce Planning, Time Management, Personnel Management, Performance Management, Hiring, Team Building, Onboarding, Talent Acquisition, Conflict Resolution, Coaching, Succession Planning, Payroll, New Hire Orientations, Interviews, Administration, Employee Training, Job Analysis, Employee Engagement, HRIS, FMLA

Education
Nova Southeastern University   2010 — 2013
Master, Science, 3.78

Florida International University, Legal Studies Institute
Paralegal Certificate, Legal Assistant/Paralegal

John Dewey High School

Nova Southeastern University
Bachelor of Science, Business Administration

Lisa Gerstein, Ph.D. Lisa Gerstein, Ph.D. Rye, New York Details
Lisa Gerstein, Ph.D.'s Shearson Lehman Hutton Experience 1989 - 1990
Job Psychologist
Industry Mental Health Care
Experience
Lisa Gerstein, Ph.D.   1992 - Present
National Hockey League Behavioral Health/Substance Abuse Program   2000 - August 2015
St. Vincent Hospital  1995 - 2001
St. Vincent Hospital  1994 - 1995
St. Vincent Hospital  1993 - 1994
New York Veterans Administration Medical Center   1992 - 1993
Assessment Systems Incorporated   1988 - 1992
United Cerebral Palsy  1987 - 1992
Shearson Lehman Hutton   1989 - 1990
Michael Reese Hospital  1987 - 1988

Skills
Psychotherapy, Psychology, Therapists, Treatment, Life Transitions, Clinical Research, Program Development, Child Development, Dual Diagnosis, Young Adults, Psychiatry, Hospitals, Sports Psychology, CBT, Inpatient

Education
Fordham University   1985 — 1992
Doctor of Philosophy (Ph.D.), Clinical Psychology

Michael Reese Hospital and Medical Center Chicago, IL   1987 — 1988
Internship, Clinical Psychology

New York Hospital, Cornell Medical Center   1984 — 1985
Psychology Clerkship, Clinical Psychology

Columbia University in the City of New York   1980 — 1982
Completion of B.A., English Language and Literature/Letters

Trinity College-Hartford   1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters

David Baum David Baum Greater Chicago Area Details
David Baum's Shearson Lehman Hutton Experience 1985 - 1989
Job Business Consultant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation  July 2012 - Present
Strategy Runner (Division of MF Global)   June 2009 - May 2012
MF Global  October 2011 - November 2011
TradeStation Securities  2004 - 2008
Dark Dog America, Inc.   2002 - 2004
Fahnestock & Co. Inc./ Prime Charter Ltd./ Josephthal   1999 - 2002
GKN Securities  1993 - 1999
OPPENHEIMER & COMPANY/TUCKER ANTHONY   1989 - 1993
Shearson Lehman Hutton   1985 - 1989

Skills
New Business Development, Sales Management, Software Sales, Account Management, Building Relationships, Contract Negotiation, Inside Sales, SLA, Financial Software, Financial Sales, Financial Markets, Goal Oriented, Futures, Electronic Trading, Trading Systems, Trade Show..., Retail Brokerage, Software Training, Launching Of New..., Supervisory Skills, Supervisory Experience, Team Leadership, Sales Process, Lead Generation, Closing Skills, Technical Demonstrations, Trading Applications, Series 7, Series 3, Series 24, series 30, Series 63, Product Marketing, Innovative Thinking, Marketing Strategy, Telephone Skills, Telemarketing, FX, Leadership, Trading, Capital Markets, Options, Management, Product Launch, Financial Services, Securities, Hands-on Training, Alternative Investments, Foreign Exchange, Business Development

Education
Rochester Institute of Technology
BS College of Business, Management

Jose Piquero, Jr. Jose Piquero, Jr. Paramus, New Jersey Details
Jose Piquero, Jr.'s Shearson Lehman Hutton Experience 1988 - 1989
Job HNW Supervisor at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank  May 2005 - Present
JPMorgan Chase  1997 - 2005
Fuji Bank, Ltd.   1994 - 1997
Citi  1992 - 1994
HSBC  1989 - 1992
Shearson Lehman Hutton   1988 - 1989
Credit Lyonnais  1987 - 1989

Skills
Equities, Trading, Fixed Income, Investments, Derivatives, Banking, FX Options, Financial Services, Portfolio Management, Private Banking, Risk Management, Finance, AML, Emerging Markets, Investment Banking

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1987
Political Science and Government, 3.6

Columbia University in the City of New York   1978 — 1980
Pre Medical Studies, 3.0

Jill Ruitenberg Jill Ruitenberg Greater New York City Area Details
Jill Ruitenberg's Shearson Lehman Hutton Experience 1988 - 1989
Job CEO and President Ruitenberg Lind Design Group and Corporate Director Standards & Performance at Century 21 Stores
Industry Retail
Experience
Century 21 Department Stores  1991 - Present
Ruitenberg Lind Design Group   2014 - Present
Beau Security & Investigations, Inc   September 2007 - December 2012
Barneys New York  1989 - 1991
Shearson Lehman Hutton   1988 - 1989
Macy's Northeast  1987 - 1988
JC Penney  1986 - 1987

Skills
Merchandising Strategies, Corporate Branding, Retail Displays, Store Design, Store Remodeling, Company Branding, Interior Design, Retail, Customer Satisfaction, Supermarkets, Graphic Design, New Store Planning, Energy Management, Visual Merchandising, Window Displays, Strategic Planning, Merchandising, Customer Engagement, Increasing Sales, Brand Awareness, Strategic Thinking, Guest Service, Team Building, Brand Communication, Loss Prevention, Customer Experience, Recruitment/Retention, Staffing Analysis, Executive Coaching, Customer Service, Sales Promotion, Marketing Strategy, Social Media Marketing, Fraud, Security, Investigation, Internal Investigations, Training, Time Management, Leadership, Asset Protection, Interrogation Techniques, Store Management, Hiring, Employee Training, Inventory Control, Guest Service Management

Education
City University of New York-John Jay College of Criminal Justice   1983 — 1987
Bachelor of Science

Freehold High School   1980 — 1983
Diploma

manalapan high school   1979 — 1980

Adrian East Adrian East Greater New York City Area Details
Adrian East's Shearson Lehman Hutton Experience 1987 - 1993
Job CEO at ADRIAN EAST, LICENSED REAL ESTATE SALESPERSON, DESIGNER
Industry Apparel & Fashion
Experience
ADRIAN EAST   January 2014 - Present
DESIGNERS BEST BUYING   2010 - Present
East Lane Enterprises, Inc. dba "ADRIAN EAST" (formerly Fiersons)   December 2002 - Present
DESIGNER'S BEST FOR KIDS   2011 - January 2014
DESIGNER BRIDE INC.   2008 - October 2010
EASTTECH.COM   March 2000 - May 2002
SALOMON SMITH BARNEY  March 1993 - February 2000
ADRIAN LANE ASSOCIATES, INC   1998 - 2000
SHEARSON LEHMAN HUTTON   1987 - 1993
Drexel Burnham Lambert  1982 - 1985

Skills
Business Analysis, Apparel, Sales, Entrepreneurship, Analysis, Project Planning, SDLC, Merchandising, Integration, Textiles, Databases, Luxury Goods, Product Marketing, Social Media, Real Estate Transactions, Fashion Design, Interior Design, Fashion Buying, Marketing, Management, Retail, Marketing Strategy, Fashion, Project Management

Education
New York School of Interior Design   2007 — 2009
Interior Design

New York University   1978 — 1980
BFA, Tisch School of The Arts

Michael J. McMahon, RPA, SMA Michael J. McMahon, RPA, SMA Greater New York City Area Details
Michael J. McMahon, RPA, SMA's Shearson Lehman Hutton Experience 1987 - 1990
Job Assistant Chief Engineer, Colliers International, 60 Hudson Street
Industry Commercial Real Estate
Experience
Colliers-International  March 2015 - Present
DDG  January 2013 - March 2015
Peconic Energy Products Company   September 2011 - February 2013
Morningside Heights Housing Corporation   April 2007 - August 2011
Hines  2001 - 2007
Cushman & Wakefield  1994 - 2001
Bankers Trust Company  1990 - 1994
Shearson Lehman Hutton   1987 - 1990
Mid State Management (LeFrak)   1980 - 1987

Skills
Product Development, Product Design, Project Management, Manufacturing..., R&D, Pro Engineer, Refrigeration Engineer,..., Fire Safety Director, Fireman, Commissioning, Construction, HVAC, Contract Management, Energy, Energy Audits, Energy Management, Facilities Management, Fire Alarm, Electricians, Energy Conservation, Energy Efficiency, Renewable Energy, Data Center, Facilities Operations, Budgets, Project Planning, HVAC Controls, Plumbing, Leases, Asset Management, Commercial Real Estate, LEED, Property, Air Conditioning, Security, Contract Negotiation, UPS systems, Renovation, Property Management, Construction Management, Green Building, Building Automation, Building Management..., Real Estate Development, Corporate Real Estate, Disposition, Lease Negotiations, Feasibility Studies, Building Maintenance, Acquisitions

Education
New York University   1988 — 1990
Diploma Program in Real Estate (RPA), Real Property Administration, Summa Cum Laude

Queens College   1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government, Graduated Cum Laude

David V. Dunn David V. Dunn Bethlehem, Pennsylvania Details
David V. Dunn's Shearson Lehman Hutton Experience 1984 - 1989
Job Lehigh University Program Director
Industry Management Consulting
Experience
Lehigh University  September 2011 - Present
Bethlehem Township Volunteer Fire Company   December 2011 - Present
Vermont Small Business Development Center   January 2007 - October 2011
Manchester Rescue Squad   2008 - September 2011
Brattleboro Union High/Middle/Career Center Schools   2001 - September 2011
Rescue Inc. Brattleboro, VT   January 2004 - December 2007
Lamson & Goodnow Manufacturing   January 2000 - December 2004
Tree Spirit Manufacturing   January 1995 - December 1999
Canadian Imperial Bank of Commerce  January 1990 - December 1994
Shearson, Lehman, Hutton   1984 - 1989

Skills
Financial Analysis, Non-profits, Budgets, Strategic Planning, Business Planning, Strategy, Program Management, Nonprofits, Management Consulting, Organizational..., Start-ups, Business Development, Business Strategy, Fundraising, Management, Analysis, Entrepreneurship, Mergers & Acquisitions, Marketing, Small Business, Contract Negotiation, Risk Management, Public Speaking, Negotiation, Finance, Leadership Development, Healthcare, Team Building, Sales

Education
University at Buffalo   1972 — 1976
B.S., Mathematics and Biology

New England EMS Institute (NEEMSI)   2007 — 2009
Certificate, Paramedicine

Douglas Salvati Douglas Salvati Greater New York City Area Details
Douglas Salvati's Shearson Lehman Hutton Experience 1987 - 1995
Job Senior Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments  November 2008 - Present
Osprey Partners Investment Management   September 1998 - October 2008
Fox Asset Management  March 1997 - August 1998
Pecksland Associates   June 1995 - February 1997
Shearson Lehman Hutton   1987 - 1995
Seton Hall University  January 1985 - December 1986
Carroll McEntee & McGinley   October 1983 - November 1984
First Fidelity Bank  July 1980 - September 1983

Skills
Equities, Portfolio Management, Asset Management, Investments, Asset Allocation

Education
Seton Hall University   1985 — 1986
MBA, Finance

West Virginia University   1976 — 1980
BS, Business Administration

Donna Saunders Donna Saunders Greater New York City Area Details
Donna Saunders's Shearson Lehman Hutton Experience October 1984 - July 1988
Job NonProfit Professional
Industry Philanthropy
Experience
Asia Society and Museum   July 2011 - January 2015
Arts to Grow  January 2011 - July 2011
Euro RSCG Worldwide  2006 - 2009
Bed Bath & Beyond  1999 - 2005
Design I   1998 - 1999
The BOC Group  1988 - 1992
Shearson Lehman Hutton   October 1984 - July 1988

Education
Morgan State University
B.S., Fine Arts-Graphic Design

Parsons School of Design
AAS, Interior Design

Amy Sheinberg Amy Sheinberg Greater New York City Area Details
Amy Sheinberg's Shearson Lehman Hutton Experience 1986 - 1989
Job Senior Account Services Administrator at HTG Investment Advisors Inc
Industry Financial Services
Experience
HTG Investment Advisors Inc  January 2005 - Present
EF Hutton  1981 - 1991
Shearson Lehman Hutton   1986 - 1989
EF Hutton  1980 - 1988

Skills
Registered Investment..., Training, Customer Service, Series 65, Trading, Account Reconciliation

Education
State University of New York College at Oneonta   1975 — 1979
BS, Consumer Economics

Sheepshead Bay High School   1972 — 1975

Bob Feeney Bob Feeney Greater New York City Area Details
Bob Feeney's Shearson Lehman Hutton Experience December 1982 - June 1988
Job Chief Financial Officer at Curex Group LLC
Industry Financial Services
Experience
Curex Group Holdings, LLC  December 2010 - Present
Janus Enterprise International LLC   2009 - February 2011
Integro Insurance Brokers  April 2007 - September 2008
HSBC  February 2001 - April 2007
JPMorgan Chase  May 1998 - February 2001
Summit Capital Advisors LLC   June 1995 - May 1998
Chemical Bank  June 1994 - July 1995
Bankers Trust  June 1988 - June 1994
Shearson Lehman Hutton   December 1982 - June 1988
KPMG  1978 - 1982

Skills
Financial Services, Accounting, Valuation, Finance, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Corporate Finance, Real Estate, Financial Analysis, Banking, Hedge Funds, Treasury, Financial Modeling, Strategy, Internal Controls, Portfolio Management, Mergers, Start-ups, Equities, Private Equity

Education
New York University - Leonard N. Stern School of Business   1982 — 1987
MBA

College of the Holy Cross   1974 — 1978
AB

St Peter's Prep   1970 — 1974

Greg Amira Greg Amira Tampa/St. Petersburg, Florida Area Details
Greg Amira's Shearson Lehman Hutton Experience September 1989 - June 1991
Job Founder, Chairman, & President at WoundedVets.org
Industry Military
Experience
WoundedVets.org   February 2011 - Present
Ride 2 Recovery  November 2009 - September 2011
Military Order of the Purple Heart  May 2010 - May 2011
Wounded Warrior Project  July 2008 - March 2011
US Army  December 2005 - July 2008
Morgan Stanley  November 1994 - March 2002
Shearson, Lehman, Hutton   September 1989 - June 1991
Lehman Brothers  April 1989 - August 1989

Skills
Public Speaking, Project Management, Venture Capital, Economic Development, Investment Banking, Staff Development, Capacity Building, Strategic Planning, Program Management, Asset Managment, Leadership Development, Leadership, Risk Management, Investments, Fundraising, Non-profits, Nonprofits

Education
U S Army   2005 — 2006
CAQC, Civil Affairs

U S Army   1994 — 1994
QM OBC, Quartermaster, Supply and Logistics

University of South Florida   1990 — 1994
B.A., International Studies with emphasis on the Middle East

Paul E. Czekanski Paul E. Czekanski Miami/Fort Lauderdale Area Details
Paul E. Czekanski's Shearson Lehman Hutton Experience June 1985 - September 1988
Job Senior United States Probation Officer seeks new challenges
Industry Judiciary
Experience
United States Probation Office, United States District Court/Southern District of Florida   March 1996 - Present
Barry University  September 2003 - August 2011
Florida Department of Corrections  August 1990 - March 1996
American Stock Exchange  December 1988 - May 1989
Shearson Lehman Hutton   June 1985 - September 1988

Skills
Management, Microsoft Office, Customer Service, Research, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Courts, Leadership, Microsoft Excel, Policy, Surveillance, Trials, Government, Hearings, Photoshop, Team Building, Writing, Background Checks, Negotiation, Criminal Law, Private Investigations, English, International Relations, Trial Practice, Training, Litigation, Law Enforcement, Legal Research, Teaching, Outlook, Legal Writing, Social Media, Sales, Windows, Police, Criminal Investigations, Investigation, Civil Litigation

Education
Miami Design and Preservation League   2011 — 2011
Certificate, Certified as tour guide for the Art Deco and Miami Modern (MIMO) Architectural Districts

Miami Dade College   2010 — 2010
Certificate

Florida International University   1991 — 1995
September 1995, Graduate Certificate in Public Management

Florida International University   1991 — 1995
Master's Degree, April 1995, Master of Science in Criminal Justice

Rutgers, The State University of New Jersey-Newark   1978 — 1982
Bachelor's Degree, May 1982, Bachelor of Arts in Political Science

Deron Goodwin Deron Goodwin Greater New York City Area Details
Deron Goodwin's Shearson Lehman Hutton Experience June 1988 - September 1990
Job Managing Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas  October 2011 - Present
Royal Bank of Scotland  October 2007 - October 2011
Barclays Capital  March 2003 - July 2007
Lehman Brothers  March 2002 - February 2003
Eastman Kodak  June 2000 - May 2002
Bush Boake Allen  1999 - 2000
First Chicago  1993 - 1998
Allstate  May 1992 - September 1992
Shearson Lehman Hutton   June 1988 - September 1990

Skills
FX Options, Treasury Management, Financial Structuring, Derivatives, Foreign Exchange, Financial Accounting, Capital Markets, Investments, Treasury, Financial Risk, Risk Management, Asset Management

Education
University of Michigan - Stephen M. Ross School of Business   1991 — 1993
MBA, Finance and Accounting

University of Pennsylvania   1984 — 1988
BA, Economics

Woodstock High School   1980 — 1984

Denise McGeough Denise McGeough Greater Boston Area Details
Denise McGeough's Shearson Lehman Hutton Experience January 1987 - January 1988
Job Senior Vice President, Middle Market Banking
Industry Banking
Experience
Citizens Commercial Banking  September 2010 - Present
Essex River Ventures, Inc.   January 2005 - September 2010
KeyBank National Association  January 1996 - January 2002
Bank of Tokyo-Mitsubishi Bank   January 1993 - January 1996
American Finance Group  January 1988 - January 1993
Shearson Lehman Hutton   January 1987 - January 1988

Skills
Portfolio Management, Start-ups, Investments, Finance, Business Development, CRM, Banking, Leadership, Management, Loans, Asset Management, Entrepreneurship, Financial Services, Selling, Sales, Marketing, Fixed Income, Real Estate, Negotiation, Sales Process

Education
Boston College   1990 — 1992
Master of Science, Finance

Bowdoin College   1983 — 1987
Bachelor of Arts, Biology; Chemistry

Gerry Burchard Gerry Burchard San Diego, California Details
Gerry Burchard's Shearson Lehman Hutton Experience January 1988 - May 1990
Job & Radio Personality
Industry Real Estate
Experience
Prime Capital Equities   January 2015 - Present
Pacific Sotheby`s International Realty  May 2014 - Present
Pacific Sotheby's International Realty: Prime Capital Equities   May 2014 - Present
Willis Allen Real Estate  January 2013 - April 2014
Villas de Oro at Palmilla   January 1999 - December 2012
Round Hill Securities  April 1995 - November 2004
Prudential Securities  April 1990 - May 1995
Shearson Lehman Hutton   January 1988 - May 1990
Merrill Lynch  January 1980 - May 1988
Pacific Stock Exchange Options Floor   February 1980 - December 1982

Skills
Series 7, Series 24, Series 63, Securities, Investment Advisory, Asset Management, Investments, Real Estate, Financial Analysis, California Real Estate..., Asset Managment, Real Estate License, Sellers, Real Estate Development, Investors, Luxury, Real Estate Transactions, Investment Properties, Residential Homes, Finance, International Real..., Sales, Real Estate Financing, Vacation Homes, REO, Real Estate Economics, Rentals, Short Sales, Condos, Real Property, Foreclosures, Single Family Homes, Property, Relocation, Property Management, Listings, Peer to Peer Lending, Buyers, Buyer Representation, Referrals

Education
University of California, Berkeley   1976 — 1981
Bachelor of Arts, Social Welfare & Economics

Saint Ignatius College Preparatory   1972 — 1976
High School, High School Diploma

Mark Draheim Mark Draheim Charlotte, North Carolina Area Details
Mark Draheim's Shearson Lehman Hutton Experience June 1990 - April 1994
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelitty Investments   April 2012 - Present
Fidelity Investments  April 1994 - April 2012
Shearson, Lehman, Hutton   June 1990 - April 1994

Skills
Series 7, Series 63, Retirement Planning, Relationship Management, Strategic Financial..., Series 6

Education
Boston College   1978 — 1982
BA, Economics

Gallagher, Neil Gallagher, Neil Greater New York City Area Details
Gallagher, Neil's Shearson Lehman Hutton Experience February 1988 - November 1988
Job Vice President at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb  November 2007 - Present
Merrill Lynch  September 1989 - November 2007
Prudential-Bache Securities  November 1988 - September 1989
Shearson Lehman Hutton   February 1988 - November 1988
EF Hutton & Company  July 1987 - February 1988

Skills
Team Leadership, Brand Development, Corporate Communications, Marketing, Brand Management, Financial Services, Social Media, Pharmaceutical Industry, Biopharmaceuticals, Marketing Strategy, Integrated Marketing, Marketing Communications, Global Marketing, Market Research, Segmentation, Digital Marketing, Strategic Planning, Competitive Intelligence, SEO, Strategy, Advertising, Social Media Marketing, Licensing, Media Planning, Business, Competitive Analysis

Education
Seton Hall University   1983 — 1987
Bachelor of Science in Business Administration, Marketing

St. Joseph High School   1979 — 1983
High School Diploma

St. James the Apostle School

St. James the Apostle School

St. James the Apostle School

St. James the Apostle School

Paige P. Metzger, CFP® Paige P. Metzger, CFP® Greater New York City Area Details
Paige P. Metzger, CFP®'s Shearson Lehman Hutton Experience 1989 - 1990
Job Senior Financial Professional at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2005 - Present
Summit Financial Resources  2002 - 2005
Donaldson, Lufkin & Jenrette   1990 - 1994
Shearson Lehman Hutton   1989 - 1990
Donaldson, Lufkin & Jenrette   1986 - 1989

Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking

Education
New York University   2003 — 2004
Certified Financial Planner Certification

Skidmore College   1982 — 1986
BS, Business

Richmond, The American International University in London   1985 — 1985
Finance, Marketing

Convent of the Sacred Heart   1969 — 1982

James Berquist James Berquist Greater Pittsburgh Area Details
James Berquist's Shearson Lehman Hutton Experience April 1988 - May 1990
Job Owner, Strategic Wealth Management
Industry Financial Services
Experience
Strategic Wealth Management  January 1990 - Present
Shearson Lehman Hutton   April 1988 - May 1990
E.F. Hutton   February 1984 - April 1988
Merrill Lynch  August 1976 - January 1984

Skills
Estate Planning, Investments, Real Estate Development, Investment Properties, Private Equity, Asset Managment, Buyer Representation, Small Business, Finance, Asset Management, Residential Homes, Financial Analysis, Due Diligence, Certified Income..., Wealth Management, Financial Advisory, Investment Advisory, Securities

Education
Columbia University in the City of New York   1972 — 1976
Financial Advisor, Shearson Lehman Hutton

Susan Brenner, SPHR Susan Brenner, SPHR Greater Los Angeles Area Details
Susan Brenner, SPHR's Shearson Lehman Hutton Experience 1989 - 1990
Job Human Resources Professional
Industry Human Resources
Experience
Hackman Capital Partners, LLC and The Culver Studios   2014 - Present
Susan P. Brenner Consulting   February 2003 - May 2014
Deutsche Bank  1997 - 2003
Disney Channel  1990 - 1997
Shearson Lehman Hutton   1989 - 1990
Shearson Lehman Hutton   1987 - 1989

Skills
Employee Relations, Human Resources, Recruiting, Performance Management, Team Building, Interviews, Training, Talent Management, Organizational..., Strategy, Management, Strategic Planning, Sourcing, Coaching, Public Speaking, Leadership Development, HR Policies, PowerPoint, Microsoft Office, Project Management, Event Management, Deferred Compensation, Microsoft Excel, Succession Planning, Onboarding, Talent Acquisition, Employee Benefits, HRIS Database Management, HRIS, Employee Engagement, Human Capital, Hiring, Job Descriptions, Employment Law, Leadership, Policy, Training & Development, Mergers & Acquisitions, Personnel Management, Executive Management, Career Counseling, Social Media, Applicant Tracking...

Education
Columbia University in the City of New York   1990 — 1992
MA, Organizational Psychology

Barnard College
B.A., History

Michael Look Michael Look Greater New York City Area Details
Michael Look's Shearson Lehman Hutton Experience September 1987 - May 1989
Job
Industry Accounting
Experience
Voya Investment Management  June 2003 - Present
ABN AMRO  June 2001 - June 2003
ING Barings  August 1999 - June 2001
Citigroup  May 1989 - August 1999
Shearson Lehman Hutton   September 1987 - May 1989
Coopers & Lybrand  September 1985 - September 1987

Skills
Expense Management, Budget Forecasts, Cash Management, Hedge Funds, Asset Managment, Financial Reporting, Financial Analysis, Financial Modeling, Equities, Essbase, Finance, Sarbanes-Oxley Act, Financial Audits, Corporate Finance, Mergers & Acquisitions, Treasury Management, Fixed Income, Bloomberg, Derivatives, Private Equity, Managerial Finance, Investment Banking, Financial Risk, Risk Management, Capital Markets, Due Diligence, Portfolio Management, Financial Services, Investments, Treasury, Investment Management, US GAAP, IFRS, Financial Accounting, Banking, SEC filings, Auditing, Accounting, Hyperion Enterprise, Cash Flow, Consolidation, Internal Audit, GAAP, Variance Analysis

Education
Isenberg School of Management, UMass Amherst   1981 — 1985
BBA

Randall E. Lee, CFA Randall E. Lee, CFA San Francisco Bay Area Details
Randall E. Lee, CFA's Shearson Lehman Hutton Experience October 1985 - August 1990
Job Wealth Management Advisor at Bank of America
Industry Investment Management
Experience
WWCA, an entrepreneurial development   January 2006 - October 2009
San Francisco State University  January 2003 - August 2005
Hewlett-Packard  November 1995 - February 1999
Bank of America  January 1993 - December 1993
Shearson Lehman Hutton   October 1985 - August 1990

Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Quantitative Analytics, Research, Equities, Fixed Income, Economics, Public Speaking, Entrepreneurship, Risk Management, Private Equity, Venture Capital

Education
CFA Institute   2008 — 2010
CFA Charterholder

University of Northern Colorado   1999 — 2002
Finance & Sport

The University of Chicago Booth School of Business
MBA, Finance, Accounting, Marketing, and Management

University of California, Berkeley, Haas School of Business
B.S., Finance, Accounting, and Marketing

Robert Schroeck Robert Schroeck Greater New York City Area Details
Robert Schroeck's Shearson Lehman Hutton Experience 1987 - 1988
Job Consultant at CGI
Industry Information Technology and Services
Experience
CGI  May 2015 - Present
Kamine Technology Group, LLC   August 2012 - March 2015
Steve Jackson Games  1988 - 2014
Micrologic Associates   June 2011 - August 2012
A.M. Best Company   September 1990 - September 2009
Deloitte and Touche  1989 - 1990
Business International Corp.   1988 - 1989
Shearson Lehman Hutton   1987 - 1988
Financial Times - International Reports   September 1985 - August 1987

Skills
Databases, Microsoft SQL Server, SQL, HTML, Software Documentation, ASP.NET, Web Development, Editing, Programming, Business Intelligence, C#, Testing, Web Applications, JavaScript, VB.NET, Database Applications, Technical Writing, CSS, Windows, Visual Basic, User Interface Design, Database Design, jQuery, .NET, Writing, Microsoft Office, ASP.NET AJAX, LINQ, Entity Framework, SQL Server Management..., Software Development, Documentation, Copy Editing, Troubleshooting, Delphi

Education
Princeton University   1980 — 1984
Bachelor of Arts, English

Marcy Rich Marcy Rich San Francisco Bay Area Details
Marcy Rich's Shearson Lehman Hutton Experience October 1985 - December 1991
Job Operations Specialist at PCBB Capital Markets
Industry Financial Services
Experience
PCBB Capital Markets   April 2009 - Present
Charles Schwab  July 2008 - December 2008
Bear Stearns  April 2001 - September 2007
Bridge Information Systems  November 1994 - March 2001
Dean Witter  January 1992 - September 1994
Shearson Lehman Hutton   October 1985 - December 1991

Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis

Education
University of Miami   1975 — 1979
Bachelor of Music, Music Merchandising

Otto Jelinek Otto Jelinek Jacksonville, Florida Area Details
Otto Jelinek's Shearson Lehman Hutton Experience 1990 - 1994
Job Regional Vice President at Jackson National Life
Industry Investment Management
Experience
Jackson National Life  September 2009 - Present
Advisors Asset Management  February 2009 - November 2009
AXA  March 2008 - December 2008
JANUS  2005 - 2008
Genworth Financial  2000 - 2005
GE  1996 - 2005
LIFE OF VIRGINIA  1996 - 2005
GENWORTH  1996 - 2005
FIRST CHICAGO  1994 - 1997
SHEARSON LEHMAN HUTTON   1990 - 1994

Skills
Series 3, Mutual Funds, Investments, Insurance, Series 7, CFS, 401k, FINRA, Finance, Fixed Annuities, Retirement Planning, Series 63

Education
The University of Georgia   1981 — 1984
POLITICAL SCIENCE

SAVANNAH COUNTRY DAY   1977 — 1980
Yes Barely, General Nonsense

Alan Rosier Alan Rosier Orlando, Florida Area Details
Alan Rosier's Shearson Lehman Hutton Experience April 1989 - July 1990
Job Tutor at WyzAnt Tutoring
Industry Education Management
Experience
WyzAnt Tutoring  May 2015 - Present
Self-Employed  July 2013 - Present
Innovations Middle School   July 2014 - April 2015
Bright Futures Academy  January 2014 - July 2014
New Alternative High School of Leon County   June 2012 - June 2013
Wakulla County School Board  April 2004 - June 2012
Wakulla County School Board  June 1997 - April 2004
Wakulla County School Board  August 1991 - June 1997
Dean Witter  July 1990 - June 1991
Shearson Lehman Hutton   April 1989 - July 1990

Skills
Purchasing, Technology Management, Teachers, Educational Technology, E-Learning, Technology Integration, Curriculum Development, Curriculum Design, Teaching, Leadership Development, Teacher Training, Instructional Technology, K-12, Career Counseling, Public Speaking, Differentiated..., Fundraising, Teacher Evaluation, Educational Consulting, Classroom Management, Leadership, Training, Staff Development, Management, Community Outreach, Strategic Planning

Education
Walden University   2011 — 2012
Certification, Adavanced Project Management, A

Florida State University   1993 — 1997
Master of Science (M.S.), Educational Administration

Davidson College   1980 — 1984
Bachelor of Arts (B.A.), Anthropology/Sociology

Wakulla High School

Wakulla High School

Wakulla High School

Edward Dworkin Edward Dworkin Chicago, Illinois Details
Edward Dworkin's Shearson Lehman Hutton Experience August 1987 - November 1988
Job Managing Director
Industry Capital Markets
Experience
Blue Group Trading   November 1994 - Present
RJ O'Brien & Associates LLC   March 2014 - October 2014
ISI Communications   August 2013 - March 2014
Dave Williams Group   June 1991 - November 1994
Pauly Acura   January 1989 - June 1991
Shearson Lehman Hutton   August 1987 - November 1988
Stotler   June 1987 - August 1987

Skills
Options, Trading, Series 3, Commodities, Technical Analysis, Electronic Trading, Derivatives, Fed Funds, Fund Fund Options, Treasury Futures, Treasury Options, Corn Options, Wheat Options, Bean Options, Execution, Commodity, Alternative Investments, Arbitrage, Asset Management, Brokerage, Equities, FX Options, Futures, Proprietary Trading, Traders, Trading Strategies, Bloomberg, Bonds, CBOT, Capital Markets, Commodity Markets, Commodity Risk..., Currency, ETFs, Electronic Trading..., Emerging Markets, Equity Derivatives, Equity Research, Futures Trading, Interest Rate...

Education
University of Iowa   1985 — 1987

Cassandra Hawkins Cassandra Hawkins Forest Hills, New York Details
Cassandra Hawkins's Shearson Lehman Hutton Experience 1989 - 1990
Job Teacher and Vocalist
Industry Entertainment
Experience
NYC Department of Education  2004 - Present
Doo Wop   1978 - Present
Fashion Institute of Technology  1999 - 2001
Harmony Center for Acupuncture   1997 - 2001
Shearson, Lehman, Hutton   1989 - 1990
Citi  1983 - 1989
Starwind Music   1982 - 1989
NYC Department of Education  December 1977 - 1983
Voices, Incorporated   1976 - 1978
Aquarian Dream   1974 - 1975

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Singing, Acupuncture, Teaching, English, Windows, Research, Outlook, Photoshop, Public Speaking, Negotiation, Health Care Provider, Curriculum Design, Event Planning, Editing, Fundraising, Leadership Development, Program Development, Curriculum Development, Public Relations, Grant Writing, Tutoring, Coaching, Team Building, Educational Leadership, Community Outreach, Classroom, Staff Development, Creative Writing, Teacher Training, Higher Education, Administration, Smartboard, Project Management, Educational Technology, Instructional Technology, Bands, Dance, Management, Acting

Education
Touro College   2004 — 2006
Master's degree, Instructional Technology

Pacific College of Oriental Medicine-New York   1994 — 1997
Diploma of Acupuncture

Jaribu Style Austin School of Martial Arts   1973 — 1975

York College of CUNY   1973 — 1975
Bachelor of Science (B.S.), Elementary Education and Teaching

Queens College   1972 — 1973
Associate of Arts (A.A.), Liberal Arts

Queensborough Community College   1969 — 1972
Associate of Arts (A.A.), Liberal Arts

Joe D'Agostino Joe D'Agostino Charlotte, North Carolina Details
Joe D'Agostino's Shearson Lehman Hutton Experience 1990 - 1992
Job Partner and Chief Operating Officer at WestEnd Advisors, LLC
Industry Financial Services
Experience
American Century Investments®  2012 - 2015
Morgan Stanley Wealth Management  2007 - 2012
Citi Smith Barney  2005 - 2007
Smith Barney  1994 - 2005
Smith Barney Shearson  1992 - 1994
Shearson Lehman Hutton   1990 - 1992
Shearson Lehman Brothers  1987 - 1990
The Robinson-Humphrey Company, a Division of Shearson American Express   1984 - 1987
The Coca-Cola Company  1983 - 1984
Manufacturers Hanover Trust  1979 - 1981

Skills
Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Equities, ETFs, Asset Allocation, Financial Services, Investment Management, Portfolio Management, Insurance, Team Leadership, Strategy, Fixed Income, Closed-end Funds, Hedge Funds, Unit Investment Trusts, Fixed Annuities, Recruiting, Selecting..., Annuities, UITs

Education
Columbia University - Columbia Business School   1981 — 1983
MBA, Marketing and Finance

College of the Holy Cross   1975 — 1979
BA, Philosophy and Economics

Laura (Walker) Chesnut Laura (Walker) Chesnut Dallas/Fort Worth Area Details
Laura (Walker) Chesnut's Shearson Lehman Hutton Experience June 1985 - February 1989
Job Sales Counselor at Plantation Homes (Part of McGuyer Homebuilders, Inc.)
Industry Real Estate
Experience
McGuyer Homebuilders, Inc.   February 2015 - Present
McGuyer Homebuilders, Inc.   September 2014 - January 2015
Issaquah Chamber of Commerce   November 2011 - June 2013
Festivals Office - Issaquah Chamber of Commerce   July 2011 - June 2013
IDS/American Express  February 1989 - July 1994
Shearson Lehman Hutton   June 1985 - February 1989

Skills
Sales Presentations, Relationship-builder..., Customer Service, Positive sense of humor., Innovative, People-oriented, Client Aquisition, Creative Problem Solving, Flexible to Change, Tenacious, Optimistic and..., Highly motivated..., Learning Quickly, Persuasive Sales, Forward-looking and..., PC Literate, Goal Setting, Microsoft Office, Database Management, Excellent Communication..., Organization, Social Media Marketing, Detail-Oriented, Continuous Improvement, Sales Effectiveness, Highly Ambitious, Website Creation, Event Management, Networking, Microsoft Excel, Problem Solving

Education
Georgetown College
Bachelor of Arts (B.A.), International Relations/Business

Université de Caen Basse Normandie
Certificat Pratique de Langue Francaise

London Central High School, High Wycombe England

Anne Marcus Anne Marcus Ridgefield, Connecticut Details
Anne Marcus's Shearson Lehman Hutton Experience 1984 - 1989
Job Communications Manager at Connolly iHealth Technologies
Industry Public Relations and Communications
Experience
Connolly iHealth Technologies  March 2010 - Present
Person-to-Person  May 2004 - February 2009
Marcus Grubard Communications   1995 - 1998
Broadway Video  1994 - 1995
Teletime Video Productions   January 1993 - November 1994
Fox Broadcasting Company  1991 - 1993
The Norman Company, Seattle Washington (1990 – 1991)   1990 - 1991
Shearson Lehman Hutton   1984 - 1989

Skills
Account Management, Microsoft Office, Data Analysis, Marketing Communications, Process Improvement, Business Analysis, Cross-functional Team..., Analytics, Budgets, Lead Generation, PowerPoint, Project Management, Team Building, Strategic Planning, Marketing Strategy, Marketing, Press Releases, Internal Communications, Blogging, Advertising, Management

Education
University of Oregon   1979 — 1983
BA, Journalism and French (minor in film studies)

University of Poitiers, Poitiers France   1980 — 1981
French Language and Literature, College - Junior year abroad.

The University of Connecticut School of Business
Master’s Degree, Marketing

Sheryl T. Smikle, PhD Sheryl T. Smikle, PhD Greater New York City Area Details
Sheryl T. Smikle, PhD's Shearson Lehman Hutton Experience March 1985 - March 1988
Job Experienced Compliance Education Program Officer
Industry Financial Services
Experience
GE Capital, Americas  March 2012 - Present
American Express TRS  March 1994 - 2004
Shearson Lehman Hutton   March 1985 - March 1988

Skills
Regulatory Compliance, Higher Education, Training, Leadership, Public Speaking, Management, Instructional Design, Program Management, E-Learning, Curriculum Development, Teaching, Strategy, Curriculum Design, Research, Strategic Planning, Project Management, Strategic Communications, Nonprofits, Staff Development, Outcomes Research, Course Evaluation, Technology Needs..., Community Outreach, Career Counseling, Program Development, Coaching, Process Improvement, Workshop Facilitation, Assessment, Resume Writing, Leadership Development, Adult Education, Student Development, Organizational..., Cross-functional Team..., Microsoft Office, Bilingual-Spanish, Fundraising, Editing, Career Development, Financial Services, Online course..., Time Management, Distance Learning, Grant Writing, Professional Learning..., Compliance Training, Event Planning, Legal Compliance, Change Management

Education
Fordham University   1993 — 2003
Ph.D., Language development, literacy and learning, Summa Cum Laude

City University of New York-Hunter College   1982 — 1984
M.A., English as a second language, Magna Cum Laude

Vassar College   1977 — 1981
A. B., Hispanic Studies, Cum Laude

Bronx Science   1974 — 1977
Regents Honors Diploma, Math and Science, 10 -12

Lisa R. Ruiz Lisa R. Ruiz Greater New York City Area Details
Lisa R. Ruiz's Shearson Lehman Hutton Experience July 1989 - November 1990
Job at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management  August 2003 - Present
Tradition Financial Services  June 1992 - July 2003
Merrill Lynch  November 1990 - June 1992
Shearson Lehman Hutton   July 1989 - November 1990

Skills
Real Estate, Office Management, Communication, Culture, Foreign Currency, Trading, Currency, Foreign Exchange, Hedge Funds, Risk Management, Portfolio Management

Education
New York University   2009 — 2015
Bachelor of Arts (B.A.), Anthropology & International Studies, summa cum laude

New York University   2002 — 2003
Commercial Real Estate Appraisal

Clay Skurdal Clay Skurdal Eugene, Oregon Area Details
Clay Skurdal's Shearson Lehman Hutton Experience February 1988 - March 1991
Job Chief Operating Officer Advisors Ahead | President Advisors Ahead Talent Solutions Group
Industry Financial Services
Experience
Advisors Ahead  February 2013 - Present
The U.S. Gymnastics Academy   February 2008 - Present
Morgan Stanley Wealth Management  January 2011 - October 2012
Smith Barney  January 2001 - January 2011
Smith Barney  March 1991 - January 2001
Shearson Lehman Hutton   February 1988 - March 1991
E. F. Hutton   August 1983 - February 1988

Skills
Leading Change, Coaching, Problem Solving, Strategic Thinking, Wealth Management, Series 7, Series 63, Series 65, Series 8, Series 3, Investment Strategies, Hedge Funds, Risk Management, Bonds, Public Speaking, Strategic Financial..., Team Leadership, Alternative Investments, Sourcing Talent, Personal Development, Retention Management, Recruiting, Disability Insurance, Cash Management, Venture Capital, Electronic Trading, Marketing Communications, Change Management, Management, FINRA, Securities, Leadership, Capital Markets, Start-ups, Finance, Wealth Management..., Financial Services, Sourcing, Relationship Management, Training, ETFs, 401k, Bloomberg, Investment Management, Trading, Financial Risk, Fixed Annuities, Options, Private Banking, Wealth

Education
Montana State University-Bozeman   1979 — 1983
Bachelor of Science (B.S.), Political Science

Dennis Slothower Dennis Slothower Alpine, Utah Details
Dennis Slothower's Shearson Lehman Hutton Experience August 1982 - December 1989
Job President at Alpine Capital Management, LLC.
Industry Financial Services
Experience
Alpine Capital Management, LLC.   November 2003 - Present
SFG, Inc.   November 1989 - June 2001
Shearson Lehman Hutton   August 1982 - December 1989

Skills
Sales, Leadership, Public Speaking, Budgets, Mergers & Acquisitions, Strategic Financial..., Portfolio Management, Process Improvement, Retirement Planning, Start-ups, Asset Management, Change Management, Strategy, Management Consulting, Finance

Education
Brigham Young University   1972 — 1974
Bachelor's degree, Psychology

Robert Jaffe Robert Jaffe Colts Neck, New Jersey Details
Robert Jaffe's Shearson Lehman Hutton Experience 1988 - 1992
Job Senior Vice President at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM)   November 2011 - Present
Royal Alliance Associates INC  November 2011 - Present
RBC Financial   July 2002 - November 2011
Lehman  1998 - 2002
Bear Stearns  1992 - 1998
Shearson Lehman Hutton   1988 - 1992
EF Hutton  1986 - 1988
Johnson & Johnson  1984 - 1986

Skills
Private Equity, Portfolio Management, Asset Managment, Venture Capital, Asset Management, Investments, Securities

Education
University of California, Santa Barbara   1982 — 1984
BS, International Relations

University of California, Santa Barbara   1982 — 1984
International Relations, International Relations

William A. Lane William A. Lane Overland Park, Kansas Details
William A. Lane's Shearson Lehman Hutton Experience July 1988 - February 1990
Job FINANCIAL ADVISOR
Industry Investment Management
Experience
Integrity Financial  September 1992 - Present
VSR Financial Services, Inc   October 1991 - Present
PaineWebber  March 1990 - December 1990
Shearson Lehman Hutton   July 1988 - February 1990
Merrill Lynch  November 1983 - July 1988

Skills
Fee Based Financial..., Asset Managment, Asset Allocatin, Retirement Planning, Retirement Income...

Education
State Fair Community College   1977 — 1979
Accounting and Business/Management

Missouri State (formerly SMS)   1966 — 1968
Liberal Arts

Erika Koster Erika Koster Greater Minneapolis-St. Paul Area Details
Erika Koster's Shearson Lehman Hutton Experience March 1988 - December 1988
Job Partner at Oppenheimer Wolff & Donnelly
Industry Law Practice
Experience
Oppenheimer Wolff & Donnelly  1992 - Present
digs  2014 - 2015
digs  2014 - 2015
digs  2014 - 2015
Bankers Trust  February 1988 - September 1989
Softouch Consultants   June 1986 - September 1989
Shearson Lehman Hutton   March 1988 - December 1988
Morgan Stanley  December 1984 - June 1986

Skills
Intellectual Property, Software Licensing, Trademark Prosecution, Copyright Law, Trademarks, Licensing, Trademark Infringement

Education
University of Chicago Law School   1989 — 1992
JD

Williams College   1980 — 1984
BA, cum laude, Mathematics

The Maret School   1977 — 1980

Gina Falvo Gina Falvo Mount Pocono, Pennsylvania Details
Gina Falvo's Shearson Lehman Hutton Experience 1989 - 1989
Job Administrative Professional
Industry Pharmaceuticals
Experience
B. Braun through Allied Personnel   June 2013 - July 2013
Avantor Performance Materials through Kelly Services   September 2011 - May 2013
Sanofi Pasteur through Yoh Services   September 2009 - September 2011
Merck thru Hobbie Professional   November 2008 - May 2009
Mallinckrodt Baker through Kelly Services   August 2007 - November 2008
Sanofi Pasteur  June 2000 - October 2006
Full Time Independent Consultant   1992 - 2000
Teleport Communications Group  1990 - 1992
Mitsubishi Bank  1990 - 1990
Shearson Lehman Hutton   1989 - 1989

Skills
Quality Assurance, Sop, MS Project, Project Management, GMP, Software Documentation, SAP, Change Control

Education
College Misericordia
BA Candidate, Business Major/IT Minor

Perry Sendukas Perry Sendukas Houston, Texas Details
Perry Sendukas's Shearson Lehman Hutton Experience June 1985 - December 1989
Job Managing Partner at Cornerstone Global Commodities
Industry Oil & Energy
Experience
Cornerstone Global Commodities  July 2013 - Present
The Sendukas Companies   January 1994 - July 2013
Lexvan Company   January 1990 - December 1993
Shearson Lehman Hutton   June 1985 - December 1989

Skills
Equities, Investments, Futures, Options, Trading, Hedge Funds, Asset Management, Finance, Derivatives, Business Development, Hedging, Commodity, Commodity Markets, Natural Gas

Education
The University of Texas at Austin
Bachelor of Business Administration, Finance

Franklin Minerva Franklin Minerva Greater New York City Area Details
Franklin Minerva's Shearson Lehman Hutton Experience 1989 - 1991
Job Principal & Founder at MarketTake, Inc.
Industry Financial Services
Experience
MarketTake, Inc.   2009 - Present
MBIA  2002 - 2008
MBIA  1999 - 2001
MBIA  1994 - 1999
MBIA  1991 - 1994
Shearson Lehman Hutton   1989 - 1991
Standard & Poor's   1984 - 1989

Skills
Public Finance, Risk Management, Structured Finance, Financial Structuring, Emerging Markets, Securitization, Credit, Financial Modeling, Underwriting, Financial Risk, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Due Diligence, Bonds, Investments, Hedge Funds, Corporate Finance, Project Finance, Valuation, Investment Banking, Asset Managment, Portfolio Management, Alternative Investments, Venture Capital, Credit Analysis, Restructuring, Credit Risk, ABS, Financial Markets, Financial Advisory, Securities, Investment Management, Funding, Loans, Trading, Investor Relations, Structured Products, Series 63, Asset Allocation, Mutual Funds, Series 7, Financial Services, Investment Strategies, Options, Finance, Bloomberg, Leveraged Finance

Education
Columbia University - Columbia Business School   1982 — 1984
MBA, Finance/Real Estate

Dartmouth College   1975 — 1980
AB, History of Architecture

Marvin Parker, 4500 + Marvin Parker, 4500 + Greater New York City Area Details
Marvin Parker, 4500 +'s Shearson Lehman Hutton Experience May 1985 - June 1989
Job Director at Executive Global Tours
Industry Leisure, Travel & Tourism
Experience
YOUNGEVITY LIFE SCIENCES - 90 FOR LIFE   February 2010 - Present
Executive Global Tours   January 2010 - Present
Think Vito   July 2011 - December 2011
DINETONITE   September 2010 - April 2011
JAMOPAR ENTERPRISES   May 2006 - September 2010
Central Park Media  March 2001 - May 2006
POS PAYMENT SYSTEMS   January 2000 - March 2001
STATISTICAL RESEARCH SYSTEMS, LTD   August 1995 - February 2000
University of Pennsylvania  February 1990 - June 1995
SHEARSON LEHMAN HUTTON   May 1985 - June 1989

Skills
Product Marketing, Problem Solving, Business Management, New Business Development, Sales Management, Direct Sales, Consultative Selling, Online Marketing, Account Management, Marketing Strategy, Negotiation, Customer Relations, B2B, Lead Generation, Key Account Management, Cold Calling, Promotions, Business Strategy, Team Building, Sales Operations, Product Development, Market Research, Direct Marketing, Team Leadership, Sales Process, Solution Selling, Sales Presentations, Management, Selling, Customer Service, Entrepreneurship, Marketing, Advertising, Strategic Partnerships, CRM, Social Media Marketing, Strategic Planning, Telecommunications, Sales, Social Media, Start-ups, Strategy, Business Development, Social Networking, Time Management, Retail, Facebook, Business Planning, Email Marketing, Online Advertising

Education
Pace University   1975 — 1978
B.A. Degree, Business Management; Computer Science

Technology Career Institute of NY
Computer Technology/Computer Systems Technology

Steven Sherman Steven Sherman San Francisco Bay Area Details
Steven Sherman's Shearson Lehman Hutton Experience 1988 - 1990
Job Results Oriented Business Law
Industry Law Practice
Experience
Sherman Business Law   1994 - Present
Gold & Bennett, APLC   1992 - 1994
Mait, Wang & Simmons   1990 - 1992
Shearson Lehman Hutton   1988 - 1990
Lawrence E. Jaffee, Esq.   1987 - 1988

Skills
Corporate Law, Commercial Litigation, Litigation, Licensing, Class Actions, Arbitration, Torts, Mediation, Civil Litigation, Corporate Governance, Legal Advice, Courts, Appeals, Contract Negotiation, Dispute, Employment Contracts, Bankruptcy, Joint Ventures, Breach Of Contract, Contract Management, Legal Research, Alternative Dispute..., Due Diligence, Dispute Resolution, Securities, Unfair Competition, Start-ups, Negotiation, Trials, Securities Regulation, Intellectual Property, Trade Secrets, Trademarks, Consumer Law, Legal Assistance, Trial Practice, FINRA, Securities Litigation, Business, Competition Law, Business Disputes, Leases, Contract Preparation, Antitrust, Entity Formation, Complex Litigation, Business Torts, Food Law

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1985 — 1988
Juris Doctor, Law

University of Massachusetts, Amherst   1981 — 1985
Bachelor of Business Administration, Major - Finance, Minor - Economics

Christopher Pelley Christopher Pelley Greater Denver Area Details
Christopher Pelley's Shearson Lehman Hutton Experience January 1989 - June 1991
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  October 2014 - Present
CIMCO Private Wealth (Capital Investment Management)   January 1994 - December 2014
U.S. Bank   June 1991 - December 1993
Shearson Lehman Hutton   January 1989 - June 1991

Education
University of Missouri-Columbia
Bachelor of Science, Business - Economics

University of Missouri-Columbia
Bachelor of Arts, Psychology

American College in Bryn Mawr
Chartered Financial Consultant

Stephen S. Sloan Stephen S. Sloan Greater Atlanta Area Details
Stephen S. Sloan's Shearson Lehman Hutton Experience June 1987 - May 1989
Job Managing Partner at Arcus Capital Partners
Industry Investment Management
Experience
Arcus Capital Partners   September 2008 - Present
Credit Suisse  January 2004 - September 2008
JPMorgan  May 1989 - January 2004
Shearson Lehman Hutton   June 1987 - May 1989
E.F. Hutton & Company   November 1975 - May 1987

Skills
Investment Banking, Investment Management, Financial Services, Alternative Investments, Hedge Funds, Equities, Financial Advisory, Private Equity, Series 7, Asset Managment, Investments, Capital Markets, Portfolio Management, Securities, Fixed Income, Asset Allocation

Education
The University of Georgia   1967 — 1971
BA, English

Rick Elias Rick Elias Andover, Massachusetts Details
Rick Elias's Shearson Lehman Hutton Experience 1988 - 1989
Job Trainer, Business Consultant, Microsoft Certified
Industry Professional Training & Coaching
Experience
Prime Time Sports  August 2013 - April 2014
New Horizons CLC - Northeast, LLC  January 2008 - July 2013
Huntington Learning Center  1989 - 2007
Shearson, Lehman, Hutton   1988 - 1989
Mosley, Halgarten, Estabrook   1985 - 1988

Skills
Employee Training, Training, Coaching, Marketing, Outlook, Microsoft Excel, Strategic Planning, Curriculum Design, Team Building, Sales, Customer Service, Microsoft Office, Management, Start-ups, PowerPoint

Education
University of Massachusetts, Amherst
M.Ed., Education

University of Massachusetts, Amherst
BA, Government, English

Bill McVay Bill McVay Baltimore, Maryland Area Details
Bill McVay's Shearson Lehman Hutton Experience 1983 - 1988
Job Independent Trustee and Investment Advisory Consultant
Industry Financial Services
Experience
RDK Strategies   January 2007 - Present
AdvisorShares  March 2011 - Present
Zephyr Associates, Inc.   2001 - 2005
Legg Mason  1988 - 2000
Shearson Lehman Hutton   1983 - 1988

Skills
Investment Advisory..., Investment Strategies, Pension Funds, Asset Managment, Quantitative Analytics, Alternative Investments, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Strategic Planning, Wealth Management, Financial Services, Separately Managed..., Family Office, Financial Markets, Hedge Funds, Mutual Funds, Board of Director..., Employee Benefits, Analytics, Zephyr Style Advisor, CLU, Certified Financial..., Registered Investment..., 403 b, Modern Portfolio Theory, Endowments, Institutional..., ETFs, Asset Management, Investment Management, Investments, High Net Worth..., Portfolio Management, Series 7

Education
Southeast Missouri State University   1972 — 1976
BME, Music Education

John Pelczarski John Pelczarski Greater Denver Area Details
John Pelczarski's Shearson Lehman Hutton Experience 1989 - 1990
Job Senior Management Team at Charles Schwab & Co., Inc Schwab Performance Technologies
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   July 2015 - Present
Lockheed Martin Corporation  2012 - 2014
Financial Engines, Inc.   2004 - 2012
Wells Fargo Bank, N.A., Wholesale Banking Group   2003 - 2004
Charles Schwab & Co., Inc., Schwab Institutional   1997 - 2003
Charles Schwab & Co., Inc., Schwab Institutional   1990 - 1997
Shearson Lehman Hutton   1989 - 1990
Duke McElroy & Company   1986 - 1989

Skills
Portfolio Management, Hedge Funds, Equities, Investments, Business Process, Mutual Funds, Finance, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Mergers, Relationship Management, Mergers & Acquisitions, Management, Executive Management, Analysis, Strategy, Business Analysis, Trading, Retirement Planning, Retirement, Talent Management, Pensions, Business Process..., Business Strategy, Defined Benefit, Derivatives, Investment Strategies, Program Management, Leadership, Financial Reporting, 401k, Project Portfolio..., Financial Advisory, Sarbanes-Oxley Act, Project Management, Financial Markets, PMO, Portfolio Optimization, Team Leadership, Performance Management, Risk Management, Financial Services, Process Improvement, Strategic Planning, Asset Management, Change Management, Product Management, Vendor Management

Education
University of California, San Diego   1983 — 1986
Bachelor of Arts (BA), Economics/Management Science

University of California, Los Angeles   1981 — 1983
Economics/Mathematics

University of California, Berkeley   1987 — 1989
Mathematics-Statistics

Charles Qasir Charles Qasir Greater New York City Area Details
Charles Qasir's Shearson Lehman Hutton Experience May 1988 - July 1990
Job Experienced Applications Developer
Industry Computer Software
Experience
JPMorgan Chase & Co.   March 2008 - Present
Bear Stearns  August 1992 - March 2008
Dean Witter Reynolds  July 1990 - August 1992
Shearson Lehman Hutton   May 1988 - July 1990

Education
Saint John's University   1985 — 1987
BSC, Computer Science

New York University - Polytechnic School of Engineering

Craig Markell Craig Markell Greater New York City Area Details
Craig Markell's Shearson Lehman Hutton Experience July 1985 - February 1991
Job Vice President at Banking and President, Micro Light Guy, inc.
Industry Information Services
Experience
Micro Light Guy, Inc.   January 2003 - Present
Bank of New York Mellon  February 1991 - Present
JP Morgan  February 1991 - February 1997
Shearson Lehman Hutton   July 1985 - February 1991
International Nickel & Co   November 1982 - July 1985
Automated Data Processing (ADP)   March 1982 - November 1982
Oppenheimer and Company  July 1980 - March 1982

Skills
Banking, Executive Management, Documentation, VSAM, SDLC, COBOL, Mainframe, Business Analysis, DB2, JCL, Requirements Analysis, Visio, Disaster Recovery, Vendor Management, Software Project..., Financial Services, Fixed Income, Portfolio Management, Business Requirements, Project Portfolio..., Software Documentation, User Acceptance Testing, Integration, Business Continuity, ITIL, Risk Management, Software Development, IBM Mainframe, Securities, Testing, PMO, Requirements Gathering, IT Strategy, PMP, Information Technology, Analysis, Data Warehousing, Enterprise Architecture, IT Management, Management, Process Improvement, Project Management

Education
Pace University   1984 — 1988
Bachelor's degree, Computer Science

Queensborough Community College   1977 — 1979
AAS, Data Processing

Harry S Truman   1974 — 1977
High School Regents Diploma, Computer Programming, Specific Applications

Rachael Bickhardt Rachael Bickhardt Greater New York City Area Details
Rachael Bickhardt's Shearson Lehman Hutton Experience 1987 - 1990
Job at PC Dialogs, Inc.
Industry Computer Software
Experience
PC Dialogs, Inc.   April 2005 - Present
New York City HRA  2009 - 2014
New York City HRA  2009 - 2014
Deutsche Bank  2000 - 2005
Bankers Trust (now Deutsche Bank)   1990 - 2005
Shearson Lehman Hutton   1987 - 1990

Skills
Technical Writing, Editing, Content Development, Online Help, Content Management, Adobe Acrobat, Technical Documentation, Instructional Design, SnagIt, Information Architecture, HTML, Software Documentation, RoboHelp, Financial Services, Usability, SharePoint, Technical Communication, FrameMaker, Program Management, Visio, Training, Manuals, Web Content Management, Knowledge Management, Dreamweaver, User Experience

Education
Columbia University in the City of New York
Certificate, Computer Technology and Applications

School of Visual Arts   1975 — 1977
BFA, Graphic Design

Washington University in St. Louis   1972 — 1974
Architecture

New Brunswick high school

New Brunswick high school

New Brunswick high school

Bradford Hu Bradford Hu Greater New York City Area Details
Bradford Hu's Shearson Lehman Hutton Experience June 1988 - August 1988
Job Chief Risk Officer
Industry Banking
Experience
Citi  January 2013 - Present
Citigroup  2008 - December 2013
Morgan Stanley  September 2006 - July 2008
Wachovia Securities  July 2005 - September 2006
Morgan Stanley  August 1989 - June 2005
Shearson Lehman Hutton   June 1988 - August 1988
Morgan Stanley  March 1985 - August 1987
Comsat Labs  June 1984 - February 1985

Education
The Tuck School of Business at Dartmouth   1987 — 1989
MBA, Finance

Massachusetts Institute of Technology   1980 — 1985
SB and SM, Electrical Engineering and Computer Science

Kirk Williamson Kirk Williamson Washington D.C. Metro Area Details
Kirk Williamson's Shearson Lehman Hutton Experience January 1987 - January 1993
Job Director of Recruitment The Cystic Fibrosis Foundation
Industry Nonprofit Organization Management
Experience
Cystic Fibrosis Foundation  August 2007 - Present
CGI  November 2004 - August 2007
AM Search Consulting   January 1998 - November 2004
Ferris Baker Watts  January 1993 - January 1998
Shearson Lehman Hutton   January 1987 - January 1993

Skills
Recruiting, Non-profits, Fundraising, Management, Business Development, Philanthropy, Finance, Budgets, Consulting, Executive Search, Leadership Development, Nonprofits, Event Planning, Organizational..., Strategic Planning, Training, Leadership, Volunteer Management

Education
Old Dominion University   1978 — 1982
Bachelor's degree, Finance

Chris Larson, SFP Chris Larson, SFP Greater Minneapolis-St. Paul Area Details
Chris Larson, SFP's Shearson Lehman Hutton Experience February 1988 - July 1989
Job Director of Facility Services at Minneapolis Convention Center & Target Center
Industry Hospitality
Experience
Julida LLC   2008 - Present
Minneapolis Convention Center  August 2000 - Present
Minneapolis Convention Center  February 2000 - July 2000
Minneapolis Convention Center  April 1998 - January 2000
Minneapolis Convention Center  July 1991 - February 1998
Allina (formerly Health One)   July 1989 - July 1991
Shearson Lehman Hutton   February 1988 - July 1989
Allina (Formerly Health One)   June 1985 - August 1987
Allina (Formerly Health One)   April 1983 - May 1985
Allina (Formerly Health One)   April 1981 - April 1983

Skills
Event Management, Facilities Management, Budgets, Contract Negotiation, Training, Leadership, Policy, Public Relations, Hospitality, Team Building, Management, Trade Shows, Project Planning, Negotiation

Education
Hamline University   1980 — 1987
BA, Philosophy

University of Minnesota-Twin Cities
SFP Credential, Sustainable Facilities Professional

Cornell University   2005 — 2009
Senior Executive Leadership Symposium

Steve Barger Steve Barger Birmingham, Alabama Area Details
Steve Barger's Shearson Lehman Hutton Experience 1984 - 1988
Job "It's Nobody's Business...But Yours"
Industry Financial Services
Experience
TheBargerGroup   January 2004 - Present
Citigroup  1992 - 2001
The Barger Group   1988 - 1992
Shearson Lehman Hutton   1984 - 1988
Hawkeye Bancorporation   1978 - 1983

Skills
Series 7, Executive Management, Training, Wealth Management, Leadership, Sales Management, Program Management, Wealth, CRM, Banking, Marketing Strategy, Business Strategy, Investments, Series 63, Mutual Funds, Asset Management, Asset Allocation, Team Building, Strategic Planning, Leadership Development, Public Speaking, Investment Advisory, Retirement Planning

Education
Truman State University   1962 — 1966
Bachelor of Science, Secondary Education

Tom Todaro Tom Todaro Greater New York City Area Details
Tom Todaro's Shearson Lehman Hutton Experience October 1984 - October 1989
Job Sr. Application Architect at Information Builders Inc.
Industry Information Technology and Services
Experience
Information Builders Inc.  October 1989 - Present
Shearson Lehman Hutton   October 1984 - October 1989
Sullivan & Cromwell LLP   1981 - 1983
CT Corporation System  1980 - 1981

Education
Pace University   1977 — 1984
BBA/MBA, Information Systems

Monsignor Farrell High School   1972 — 1976

Daniel J. Palladino, CFA Daniel J. Palladino, CFA Greater Atlanta Area Details
Daniel J. Palladino, CFA's Shearson Lehman Hutton Experience 1990 - 1994
Job Managing Director at Jefferies & Company
Industry Capital Markets
Experience
Jefferies & Company  January 2009 - Present
Morgan Stanley  1999 - 2008
CIBC World Markets  1997 - 1999
Abu Dhabi Investment Authority  1994 - 1997
Shearson Lehman Hutton   1990 - 1994

Skills
Sell Side, Equities, Investment Banking, Mutual Funds, Portfolio Management, Private Equity, Valuation, Hedge Funds, Equity Valuation, Bloomberg, Capital Markets, Equity Research, Asset Managment, Asset Management

Education
Central Michigan University

Bob Biolsi Bob Biolsi Stamford, Connecticut Details
Bob Biolsi's Shearson Lehman Hutton Experience February 1988 - October 1988
Job Asst Professor in Residence
Industry Financial Services
Experience
NYMEX  Vice presidentNew York Mercantile Exchange1990 - Present
Shearson Lehman Hutton   February 1988 - October 1988
American Stock Exchange  December 1985 - February 1988
Metropolitan Life  1977 - 1983
Metropolitan Life  1977 - 1983

Skills
Research, Derivatives, Hedging, Options, Equities, Bloomberg, Fixed Income, Electronic Trading, Teaching

Education
The Graduate Center, City University of New York   2004 — 2010
Doctor of Philosophy (PhD), Financial Economics

New York University - Polytechnic School of Engineering   2000 — 2008
Finance

The University of Connecticut School of Business   1990 — 2008

The Graduate Center, City University of New York   1981 — 1989

Richard Walsh Richard Walsh Greater Pittsburgh Area Details
Richard Walsh's Shearson Lehman Hutton Experience 1988 - 1992
Job Owner, TriState Management Holding LLC
Industry Investment Management
Experience
Tri-State Management Holding Company LLC   2003 - Present
KOTL Trading   1998 - 2004
Citibank  1995 - 1998
The Chase Manhattan Bank  1992 - 1995
Shearson Lehman Hutton   1988 - 1992
EF Hutton  1984 - 1988

Skills
Securities, Equities, Trading, Derivatives, Equity Trading, Foreign Exchange, FX trading, Hedge Funds, Entrepreneurship, Strategic Planning, Series 7, Capital Markets, FX Options, Financial Markets

Education
Pittsburgh Technical Institute   2007 — 2008
IT/Computer Networking

State University of New York College at Oneonta

Shawn Mahoney Shawn Mahoney Greater New York City Area Details
Shawn Mahoney's Shearson Lehman Hutton Experience 1984 - 1989
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company  September 2006 - Present
JPMorgan Chase  2002 - 2006
Lehman Brothers  2000 - 2002
DLJ  1996 - 2000
Merrill Lynch  1989 - 1996
Shearson Lehman Hutton   1984 - 1989

Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities

Education
Providence College
BS, Accounting

Angela Cuce Angela Cuce Greater New York City Area Details
Angela Cuce's Shearson Lehman Hutton Experience October 1987 - September 1989
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan Chase  June 2008 - July 2009
Bear Stearns  September 1989 - May 2008
Shearson Lehman Hutton   October 1987 - September 1989
Deloitte Haskins & Sells  1985 - 1987

Education
Pace University - Lubin School of Business   1981 — 1985

Lou Galletto Lou Galletto Charlotte, North Carolina Area Details
Lou Galletto's Shearson Lehman Hutton Experience September 1988 - November 1989
Job Director, Wealth Management Services at Hinrichs Flanagan Financial
Industry Financial Services
Experience
Hinrichs Flanagan Financial  January 2004 - Present
OppenheimerFunds  November 1989 - November 2003
Shearson Lehman Hutton   September 1988 - November 1989

Skills
Mutual Funds

Education
Marietta College   1979 — 1983

Andrew Weisman Andrew Weisman Greater New York City Area Details
Andrew Weisman's Shearson Lehman Hutton Experience June 1990 - June 1993
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 1993 - Present
Shearson Lehman Hutton   June 1990 - June 1993

Skills
Mergers & Acquisitions, Underwriting, Financial Risk, Brokers, Enterprise Risk..., Risk Management, Property & Casualty..., Due Diligence, Insurance, Financial Modeling, Reinsurance, Financial Analysis, Management

Education
Alfred University   1981 — 1985
Bachelor of Science (B.S.) Business Administration & B.S. Health Care Administration, Economics/Finance/Health Care Administration

Joseph Patalano Joseph Patalano Greater New York City Area Details
Joseph Patalano's Shearson Lehman Hutton Experience June 1988 - September 1989
Job District Manager at The Vitamin Shoppe
Industry Health, Wellness and Fitness
Experience
The Vitamin Shoppe  January 2001 - Present
General Nutrition Center  January 1995 - January 2001
Shearson Lehman Hutton   June 1988 - September 1989

Skills
Retail, Store Management, Merchandising, Profit, Visual Merchandising, Inventory Management, Loss Prevention, Sales, Recruiting, Income Statement, Shrinkage, Retail Sales, Customer Service, Apparel, Multi-unit, Store Operations, Driving Results, Sales Management, POS, Big Box, Inventory Control, Team Building, Customer Satisfaction, New Store Development, Planograms, Merchandise Planning, District Management, Hiring, CPFR, Assortment, New Store Openings, Multi-Unit Management, Sales Operations, P&L Management, Employee Training, Customer Experience, Multi-channel Retail, Multi-unit Retail..., P, Grocery, Multi-Unit

Education
New York University - Polytechnic School of Engineering   1984 — 1988
B.S., Computer Documentation, Business, Foregin Languages

Howard Zegelstein Howard Zegelstein Greater New York City Area Details
Howard Zegelstein's Shearson Lehman Hutton Experience 1990 - 1991
Job Senior Consultant Specializing in Client / Exchange Connectivity and Order Management Systems
Industry Financial Services
Experience
Oyster Consulting, LLC  2012 - Present
UBS AG (Investment Bank)   2002 - 2010
Credit Suisse First Boston  2000 - 2002
Donaldson, Lufkin & Jenrette   1996 - 2000
Bear Stearns  1991 - 1996
Shearson Lehman Hutton   1990 - 1991
Timber Hill  1986 - 1987

Skills
Equities, Program Trading, Electronic Trading, Low Latency, Trading Systems, SDLC, Equity Trading, Prime Brokerage, Financial Services, Options, Trading, Market Data, Quantitative Finance, Middle Office, Sybase, Series 7, Exchange Connectivity, Securities, Bloomberg, Back Office, Hedge Funds, Interest Rate..., FX Options, Equity Derivatives, Derivatives, Financial Markets, Order Management, FX trading, Credit Derivatives, Fixed Income, Reference Data, Investment Banking, Series 63, Capital Markets, Risk Management, Swaps, Business Analysis, Financial Risk

Education
Rensselaer Polytechnic Institute   1988 — 1989
MBA, Concentration in MIS

Rensselaer Polytechnic Institute   1982 — 1986
BS, Computer Science

Hillcrest High School   1980 — 1982
High school diploma

Doug D'Apuzzo Doug D'Apuzzo Greater Denver Area Details
Doug D'Apuzzo's Shearson Lehman Hutton Experience 1988 - 1989
Job Owner, D'Apuzzo Import Group, Roscoe Development Corp.
Industry Wine and Spirits
Experience
D'Apuzzo Import Group   January 2013 - Present
Roscoe Development Corp.   February 1992 - Present
Boulder Country Day School  July 2006 - June 2011
Town of Mt. Crested Butte   April 1996 - March 1998
Shearson Lehman Hutton   1988 - 1989
Shearson Lehman Brothers  1987 - 1988

Skills
Management, Strategic Planning, New Business Development, Real Estate, Marketing Strategy, Start-ups, Entrepreneurship, Contract Negotiation, Marketing, Sales, Business Planning, Social Media, Selling, Business Development, Business Strategy, Investments, Portfolio Management, Strategy, Private Equity, Negotiation, Sales Management, Italian Wine

Education
Columbia University - Graduate School of Architecture, Planning and Preservation   1989 — 1990
MS, Real Estate Development

University of Colorado Boulder - Leeds School of Business   1983 — 1987
BS, Real Estate

Jerry Liebelson Jerry Liebelson Greater New York City Area Details
Jerry Liebelson's Shearson Lehman Hutton Experience October 1989 - January 1991
Job Reconfiguring Software Technologist
Industry Investment Management
Experience
JLWare Inc.   January 2010 - Present
Nomura Securities Intl  January 2009 - January 2010
Pallium Investment Management, LLC   May 2003 - July 2008
Banc of America Securities  June 2004 - April 2005
Lehman Brothers  March 1998 - November 2002
Merrill Lynch  1997 - 1997
Morgan Stanley  January 1991 - April 1995
Shearson Lehman Hutton   October 1989 - January 1991
Drexel Burnham Lambert  February 1985 - October 1989
Rockefeller University  April 1982 - September 1984

Education
University of California, Berkeley   1977 — 1981
B.A., Chemistry

New York University   1984 — 1985
Diploma, Computer Programming

Lenny Landau Lenny Landau Greater New York City Area Details
Lenny Landau's Shearson Lehman Hutton Experience February 1987 - October 1988
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  Systems AnalystHogan SystemsOctober 1988 - March 1989
Shearson Lehman Hutton   February 1987 - October 1988
Con Edison  1985 - 1987

Skills
Back Office, Trading, Requirements Gathering, Fixed Income, Trading Systems, Financial Services, Capital Markets, Prime Brokerage, Sybase, Equities, Business Analysis, Management, SDLC, Securities, Electronic Trading, COBOL, Mutual Funds, Derivatives, Options, Reference Data, Series 7, Bloomberg, Corporate Actions

Education
City University of New York-Brooklyn College   1979 — 1985
BS, Computer Information Science

Cheryl O'Bannon, MBA Cheryl O'Bannon, MBA Oklahoma City, Oklahoma Area Details
Cheryl O'Bannon, MBA's Shearson Lehman Hutton Experience September 1995 - September 1998
Job Enterprise Sales HP Printing & Personal Systems
Industry Computer Hardware
Experience
Hewlett-Packard  March 2002 - Present
Xerox Corporation  August 1982 - November 2001
Shearson Lehman Hutton   September 1995 - September 1998

Skills
Sales, Call Center, Sales Management, New Business Development, Solution Selling, Management, Cloud Computing, Sales Operations, Sales Process, Account Management, Cross-functional Team..., Enterprise Software, Direct Sales, Leadership, Channel Partners, Team Leadership, Product Management, Partner Management, Salesforce.com, SaaS, Vendor Management, Strategy, Professional Services, Go-to-market Strategy, Strategic Partnerships, Selling, Business Alliances, Business Development, Managed Services, Software Industry, Resellers, Data Center, Storage, Pre-sales, HP, Sales Enablement, CRM, Channel Sales, Complex Sales, Lead Generation

Education
Oklahoma City University   1983 — 1985
MBA, Business Finance

Southern Nazarene University   1977 — 1981
BS, Business Management

Andrea Perlman Andrea Perlman Greater New York City Area Details
Andrea Perlman's Shearson Lehman Hutton Experience 1989 - 1991
Job Independent Event Planner
Industry Events Services
Experience
Event Planning  August 2009 - Present
Ogilvy Healthworld  February 2000 - August 2009
Falk Communications  1991 - 2000
Shearson Lehman Hutton   1989 - 1991

Skills
Budgets, Event Planning, Marketing, Public Relations, Account Management, Concept Generation, Supervising, Strategic Planning, Digital Media, Advertising, Strategy, Management, Leadership, Program Management, Integrated Marketing, Sales

Education
Arcadia University
BFA, Art

Frances A. Root, CFA Frances A. Root, CFA Greater New York City Area Details
Frances A. Root, CFA's Shearson Lehman Hutton Experience September 1985 - June 1992
Job Director/Senior Portfolio Manager at Citigroup
Industry Investment Management
Experience
Citigroup  Director/Senior Portfolio ManagerEPAM/Wachovia Wealth Management2001 - 2005
Smith Barney Asset Managment   June 1992 - March 2001
Shearson Lehman Hutton   September 1985 - June 1992
E. F. Hutton   October 1980 - September 1985

Skills
Portfolio Management, Wealth Management, Equities, Asset Allocation, Wealth Management..., Asset Management, Investment Management, Investments, Investment Strategies, Series 7, Asset Managment, Hedge Funds, Fixed Income, Equity Management, Series 24, Alternative Investments, Endowments, Series 63, Series 65

Education
Sweet Briar College   1976 — 1980
B.A., American History & Literature

Gerry Mohr Gerry Mohr Houston, Texas Area Details
Gerry Mohr's Shearson Lehman Hutton Experience January 1989 - January 1990
Job VP Compensation, Licensing & Registration at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  September 2010 - Present
Independent Consultant  September 2009 - January 2011
IFMG (Independent Financial Marketing Group)   June 2006 - October 2008
NEXT Financial Group  January 1999 - January 2006
Advantage Capital Corporation   January 1990 - January 1999
Shearson Lehman Hutton   January 1989 - January 1990
EF Hutton & Company  January 1978 - January 1988
EF Hutton & Company  April 1976 - June 1978

Skills
Training, Management, Process Improvement, Risk Management, Leadership, Team Building, Operations Management, Insurance, Financial Services, Brokers, Series 7

Education
Saint John's University   1975 — 1977
Business

Saint John's University
studies, Business Management

Irene Peltzer Irene Peltzer Greater New York City Area Details
Irene Peltzer's Shearson Lehman Hutton Experience June 1985 - June 1988
Job Associate Director at UBS Wealth Management
Industry Information Technology and Services
Experience
UBS Wealth Management  July 2001 - Present
Morgan Stanley Dean Witter  December 2000 - April 2001
Chase Manhattan Bank  January 1998 - October 2000
Hapag-Lloyd (America), Inc.   November 1993 - December 1997
Bell Communications Research  June 1988 - September 1991
Shearson Lehman Hutton   June 1985 - June 1988
Manufacturers Hanover Trust  September 1984 - May 1985
Port Authority of NY   February 1981 - August 1984

Skills
Vendor Management, JCL, CICS, DB2, Business Process..., Disaster Recovery, Mainframe, Software Project..., Requirements Analysis, SDLC, Enterprise Architecture, Visio, Data Warehousing, COBOL

Education
NYU   1984 — 1986
Master's degree, Computer Science

NYU   1979 — 1981
Bachelor's degree, Computer Science

Steven Michaels Steven Michaels Greater Los Angeles Area Details
Steven Michaels's Shearson Lehman Hutton Experience August 1988 - February 1990
Job Managing Director & High Yield Portfolio Manager at First Western Capital Management
Industry Investment Management
Experience
First Western Capital Management  June 2008 - Present
Financial Management Advisors   February 1996 - May 2008
Schroder Wertheim Invesment Services   January 1994 - January 1996
Wertheim Schroder Invesment Services   June 1991 - January 1994
Bear Stearns  March 1990 - August 1990
Shearson Lehman Hutton   August 1988 - February 1990

Skills
Portfolio Management, Investments, Asset Management, Hedge Funds, Leveraged Finance, High Yield, Credit, Asset Managment, Equities, Financial Analysis, Capital Markets, Bloomberg, Fixed Income, Securities, Asset Allocation, Alternative Investments, Financial Modeling

Education
University of Southern California - Marshall School of Business   1990 — 1992
MBA, Finance & Consulting

Jacksonville University   1984 — 1988
Bachelor of Science, Economics & Finance

Roanna Bamford Roanna Bamford Greater Boston Area Details
Roanna Bamford's Shearson Lehman Hutton Experience 1992 - 1997
Job Psychiatric Nurse Practitioner
Industry Hospital & Health Care
Experience
Boston VA Medical Center  March 2004 - Present
Shearson Lehman Hutton   1992 - 1997

Skills
Healthcare, Nursing, Hospitals, Healthcare Management, Clinical Research, Healthcare Information..., EMR, Patient Safety, BLS, Critical Care, Inpatient, ACLS, Pediatrics, Home Care, Acute Care, EHR, HIPAA, ICU, Medical Terminology, Public Health, Medicine, Surgery, Managed Care, Medication..., Patient Advocacy, Medical/Surgical

Education
Regis College   2006 — 2010
Nurse Practitioner, Psychiatric/Mental Health Nurse/Nursing

Northeastern University
Bachelor of Science in Nursing

Carmack Demonbreun Carmack Demonbreun Orange County, California Area Details
Carmack Demonbreun's Shearson Lehman Hutton Experience 1989 - 1991
Job Business Development Manager at MeadWestvaco
Industry Marketing and Advertising
Experience
MeadWestvaco  2008 - Present
Consolidated Container Company  2004 - 2008
Nampac  1999 - 2004
Reynolds Metals Company  1996 - 1999
Lubricating Specialties   1992 - 1995
Shearson Lehman Hutton   1989 - 1991

Education
James Madison University   1983 — 1987
BA, Marketing/Economics

Tubman T Tubman T Greater New York City Area Details
Tubman T's Shearson Lehman Hutton Experience 1988 - 1989
Job SVP Audit & Risk Review at Citibank
Industry Financial Services
Experience
Citigroup  SVP - Audit & Risk ReviewCitibank2010 - Present
Citicorp Investment Services  2003 - 2009
American Stock Exchange  1999 - 2003
First Albany  1994 - 1999
NY Coffee, Sugar & Cocoa Exchange   1989 - 1994
Shearson Lehman Hutton   1988 - 1989
EF Hutton  1976 - 1987

Education
Baruch College, City University of New York (CUNY)   1972 — 1976
BBA, Marketing Management

Karen Wendell Karen Wendell Greater New York City Area Details
Karen Wendell's Shearson Lehman Hutton Experience 1985 - 1988
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS Investment Bank  2005 - Present
Lehman Brothers  1997 - 2005
Barclays Bank PLC  October 1995 - March 1997
Kidder Peabody  1988 - 1995
Shearson Lehman Hutton   1985 - 1988

Skills
US broker dealer..., Equities trading and..., Electronic trading..., Securities Regulation, Futures regulation, Compliance, Legal Advice, Broker-Dealer, Equity Trading, Electronic Trading, Derivatives, Securities, Hedge Funds, Equities, Prime Brokerage, Financial Markets, Trading, Investment Banking, FINRA, Structured Products, Securities Lending, Fixed Income

Education
Boston University School of Law
Juris Doctor

Smith College
Bachelors, American Studies

Dan Kees Dan Kees Greater New York City Area Details
Dan Kees's Shearson Lehman Hutton Experience October 1987 - June 1991
Job Partner at Advanced Personnel Services
Industry Staffing and Recruiting
Experience
Advanced Personnel Services   June 1991 - Present
Shearson Lehman Hutton   October 1987 - June 1991

Skills
Temporary Staffing, Personnel, Strategic Planning, Staffing Services, Talent Acquisition, Temporary Placement, Recruiting, Management, Internet Recruiting, Human Resources, CRM, Applicant Tracking..., Analysis, Executive Search, Technical Recruiting, Sales

Education
The George Washington University - School of Business   1985 — 1987
MBA, Finance

University of Richmond - Robins School of Business   1981 — 1985
BS, Finance, Marketing

DePaul Catholic High School

Barbara (WEIK) Pickell Barbara (WEIK) Pickell Greater New York City Area Details
Barbara (WEIK) Pickell's Shearson Lehman Hutton Experience 1986 - 1988
Job Retired. Health Insurance
Industry Insurance
Experience
Literacy Volunteers of Monmouth County   June 2010 - December 2012
WellPoint/Empire BlueCross BlueShield   November 1988 - July 2007
Shearson Lehman Hutton   1986 - 1988
Binghamton University  1983 - 1987
United Health Services  1981 - 1985
Broome County Unit of the Civil Service Employees Association   1973 - 1981
Broome County Department of Social Services  1969 - 1981

Skills
Health Insurance, Teaching English as a..., Leadership, Data Analysis, Customer Service, Public Speaking, Access

Education
Cambridge University/Sol Schools International/Miami, FL
CELTA- Certificate in English Language Teaching to Adults, Cambridge ESOL (English to Speakers of Other Languages), PASS

Binghamton University - School of Management   1982 — 1987
MBA, Marketing

Binghamton University   1965 — 1969
BA, Humanities: English-Literature

Mineola High School, New Hyde Park

Wendie Gaborsky Wendie Gaborsky Greater Minneapolis-St. Paul Area Details
Wendie Gaborsky's Shearson Lehman Hutton Experience September 1989 - May 1990
Job Sales Professional
Industry Semiconductors
Experience
Micron Technology  March 2015 - September 2015
Micron Technology  May 2013 - February 2015
Arrow Electronics  October 2000 - August 2005
Arrow Electronics  May 1999 - October 2000
Arrow Electronics  January 1995 - May 1999
Anthem Electronics  January 1994 - January 1995
Anthem Electronics  May 1990 - January 1994
Shearson, Lehman, Hutton   September 1989 - May 1990
Cort Furniture Rental  February 1985 - September 1989

Skills
Inventory Management, Sales, Purchasing, Negotiation, Marketing, Business Planning, Customer Support, Strategy, Business Process, Account Management, Management, Semiconductors, Business Development, Product Marketing, CRM

Education
San Jose State University   1985 — 1989
Bachelor of Science, Business Administration; Management

Kimberley Thompson, PMP Kimberley Thompson, PMP Roseville, California Details
Kimberley Thompson, PMP's Shearson Lehman Hutton Experience 1989 - 1991
Job Sr. Project Manager at Lionbridge
Industry Information Technology and Services
Experience
Lionbridge  May 2015 - Present
LinkSource Technologies®  February 2014 - May 2015
Asset Vu Real Estate Brokerage   April 2004 - April 2014
SureWest Communications  August 2001 - May 2004
RagingWire Data Centers  March 2001 - August 2001
NetStream, Inc.   June 2000 - March 2001
MCIWorldcom  1999 - 2000
MCIWorldcom  1991 - 1999
Shearson Lehman Hutton   1989 - 1991

Skills
PMP, Telecommunications..., Operations Management, Project Planning, Project Management, Process Improvement, Contract Negotiation, Telecom Expense..., REO, Negotiation, Short Sales, Business Analysis, Property Management, Selling, Real Estate, Investment Properties, FHA, Relocation, First Time Home Buyers, Project Coordination, Project Delivery, Foreclosures, Telecommunications, Marketing, Strategic Planning, Process Management, Organization, Training, Integration, CRM, Analysis, Software Documentation, Strategy, Management

Education
Butte College
General Education

National University
Psychology

Joseph Sullivan Joseph Sullivan Buffalo, New York Details
Joseph Sullivan's Shearson Lehman Hutton Experience September 1988 - March 1989
Job Assistant General Auditor M&T Bank
Industry Financial Services
Experience
M&T Bank  August 2013 - Present
Citigroup  April 2011 - August 2013
Citigroup  January 2006 - April 2011
Citi  December 2004 - January 2006
Citi  February 2001 - December 2004
Consultant  April 2000 - December 2000
Republic National Bank  November 1997 - March 2000
The Greater New York Savings Bank  May 1989 - September 1997
Shearson Lehman Hutton   September 1988 - March 1989
Dillon Read  August 1987 - September 1988

Skills
Internal Controls, Financial Risk, Risk Management, Alternative Investments, Global Management, SOX 404, Hedge Funds, Infrastructure Funds, Real Estate Funds, Treasury, Asset Management, Basel, Recovery and Resolution..., Dodd-Frank, Chief Auditor, Finance, Compliance, Liquidity Risk, Interest Rate Risk..., Funding, Capital Management, AML, KYC, Regulatory Interactions, Team Building, Cross-functional Team..., Audit Committee, Board of Directors, Residential Mortgages, Commercial Mortgages, REO, Investments, Certified Anti-Money..., CPA, SIFMA Member, Valuation, Financial Reporting, Internal Audit, Corporate Governance, Auditing, Banking

Education
Manhattan College   1981 — 1985
BS, Accounting

cindi butkocy cindi butkocy Greater New York City Area Details
cindi butkocy's Shearson Lehman Hutton Experience 1985 - 1993
Job Program Manager at Merrill Lynch
Industry Management Consulting
Experience
Merrill Lynch  June 2011 - Present
Merrill Lynch  May 2007 - June 2011
Merrill Lynch  1993 - 1999
Shearson Lehman Hutton   1985 - 1993

Skills
SDLC, Business Analysis, Risk Management, IT Strategy, Financial Services, Requirements Analysis, Vendor Management, Wealth Management, Business Process...

Education
Rider University
Management and Organizational Behavior

Rich Littlefield Rich Littlefield Orange County, California Area Details
Rich Littlefield's Shearson Lehman Hutton Experience March 1990 - June 1991
Job Broker Owner at Sophisticated Financial
Industry Real Estate
Experience
Sophisticated Financial   July 1998 - Present
Sophisticated Financial   1998 - Present
Quality Mortgage  January 1996 - January 1998
Equity West Mortgage   1997 - 1997
Prudential California Realty  March 1995 - January 1996
Bank of America  April 1993 - March 1995
Shearson Lehman Hutton   March 1990 - June 1991

Skills
FHA, First Time Home Buyers, Real Estate, Mortgage Lending, Residential Homes, Loans, Investors, REO, Refinance, Loan Origination, Referrals, Foreclosures, Short Sales, Real Estate Transactions, Condos, Negotiation, Single Family Homes, Residential Mortgages, Brokerage, Finance, Commercial Real Estate, Sales, Investment Properties, Loss Mitigation, Mortgage Banking, Underwriting, Investments, Sellers, Real Estate Financing, Credit, VA Loans, Buyer Representation, Listings, Relocation, USDA, Leadership

Education
Golden West College   2000 — 2000
Computer Science

Utah State University   1978 — 1979
Chemistry

Peter Ziminsky Peter Ziminsky Santa Fe, New Mexico Area Details
Peter Ziminsky's Shearson Lehman Hutton Experience January 1982 - January 1990
Job Independent Brand Partner at Nerium International
Industry Design
Experience
Nerium International  April 2012 - Present
Iamscapes Landscape Design Inc.   July 2004 - January 2011
IamscapesLandscape Design, Inc.   July 2004 - January 2011
Shearson Lehman Hutton   January 1982 - January 1990

Skills
Strategic Partnerships, Advertising, Illustrator, New Business Development, Photoshop, InDesign, Product Development, AutoCAD, Sustainability, Event Management, Program Management, Microsoft Excel, Landscape Design, Graphic Design, Marketing Communications, Adobe Creative Suite, Social Media, Social Media Marketing, Entrepreneurship, Construction, Brand Development, Public Relations, Marketing, Online Marketing, Online Advertising, Creative Direction, Email Marketing, SEO, Training, Social Networking, Start-ups, Proposal Writing

Education
The University of New Mexico   1997 — 2000
Masters, Landscape Architecture

Pratt Institute   1979 — 1983
BID, Industrial Design

Thomas N. Scott Thomas N. Scott Greater Atlanta Area Details
Thomas N. Scott's Shearson Lehman Hutton Experience 1989 - 1991
Job President Financial Advisor at Scott Financial Group
Industry Investment Management
Experience
Scott Financial Group   January 2008 - Present
VALIC and AIG Annuity  December 2003 - December 2007
VALIC and AIG Annuity  April 1998 - December 2003
Atlanta Committee for the Olympic Games  July 1993 - July 1997
Shearson Lehman hutton   1989 - 1991
City of Chicago  1987 - 1989

Education
Northwestern University - Kellogg School of Management   1984 — 1988
MBA, Finance & Management Policy

Morehouse College   1980 — 1984
B.A., Accounting

Chattanooga, TN

V Joseph Droubie Jr V Joseph Droubie Jr Clearwater, Florida Details
V Joseph Droubie Jr's Shearson Lehman Hutton Experience September 1988 - March 1990
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2000 - Present
Smith Barney  May 1995 - July 2000
Salomon Smith Barney  August 1988 - July 2000
Shearson Lehman Hutton   September 1988 - March 1990

Skills
Portfolio Management, Retirement Planning, Investments, Series 7, Series 63, Risk Management, Wealth Management, Securities, Wealth Management..., ETFs, Fixed Income, Estate Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Equities, Investment Strategies, Financial Services, Alternative Investments, Finance, Retirement, Financial Analysis, Mortgage Lending, Marketing, Customer Service, Financial Planning

Education
University of South Florida   1980 — 1983
ba, Finance

University of St. Thomas   1978 — 1979
Finance

Cretin-Derham Hall   1974 — 1978
High School, General Studies, 9-12

Nataleah Dietzmann Nataleah Dietzmann Seattle, Washington Details
Nataleah Dietzmann's Shearson Lehman Hutton Experience 1988 - 1994
Job Director of Marketing at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   2013 - Present
D.A. Davidson & Co.   2011 - 2013
Morgan Stanley Smith Barney  2007 - 2011
Smith Barney  2000 - 2007
Smith Barney  1997 - 2000
Smith Barney Shearson  1994 - 1997
Shearson Lehman Hutton   1988 - 1994
Century 21  1982 - 1988

Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning

Education
California State University-Long Beach
Bachelor of Science, Finance

Frank Caruso, CFA Frank Caruso, CFA Greater New York City Area Details
Frank Caruso, CFA's Shearson Lehman Hutton Experience 1981 - 1993
Job Portfolio Manager (US Equities) at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  June 1993 - Present
Shields Assest Management   1993 - 1994
Shearson Lehman Hutton   1981 - 1993

Skills
Alternative Investments, Equities, Asset Managment, Mutual Funds, Hedge Funds, Series 7, Asset Allocation, Bloomberg, Investment Strategies, Series 63, Investments, Investment Management, Portfolio Management, Securities

Education
State University of New York College at Oneonta   1974 — 1978
BS Business Economics

Scott Hoke, CLU, ChFC Scott Hoke, CLU, ChFC Dallas/Fort Worth Area Details
Scott Hoke, CLU, ChFC's Shearson Lehman Hutton Experience September 1989 - February 1990
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA  January 2013 - Present
United Capital Financial Advisers, LLC  February 2012 - January 2013
AXA Equitable  2007 - January 2012
Morgan Stanley  September 2006 - May 2007
UBS Financial Services  June 1998 - June 2006
Dain Rausher, Inc. (Formerly Rauscher Pierce Refsnes, Inc.)   March 1996 - June 1998
Clark Bardes, Inc.   June 1995 - January 1996
AXA Advisors  March 1990 - June 1995
Sigma Pi Fraternity  June 1983 - August 1994
Shearson Lehman Hutton   September 1989 - February 1990

Skills
Life Insurance, Long-term Care, Insurance, Retirement Planning, Series 7, Variable Annuities, Series 63, Estate Planning, Financial Planning, Long Term Care Insurance

Education
The Ohio State University   1979 — 1983
Bachelor of Arts (B.A.), Psychology, Marketing

Western Michigan University   1978 — 1979
Business Administration and Management, General

Rosa Ponce Rosa Ponce Greater New York City Area Details
Rosa Ponce's Shearson Lehman Hutton Experience March 1990 - September 1992
Job HRIS and Benefit Specialist at Sabra Dipping Company, LLC
Industry Food Production
Experience
Sabra Dipping Company, LLC  January 2015 - Present
Sabra Dipping Company, LLC  October 2012 - Present
Sabra Dipping Company  August 2009 - October 2012
Imperial Clinical Research Services  September 2005 - April 2010
Children Center Of New York   September 2005 - June 2007
Pfizer Pharmaceuticals  October 1993 - August 2004
Pfizer Pharmaceuticals  September 1992 - October 1993
Shearson Lehman Hutton   March 1990 - September 1992
Pfizer Pharmaceuticals  November 1988 - March 1990
Pfizer Pharmaceuticals  September 1986 - November 1988

Skills
Recruiting, PowerPoint, Training, Management, Human Resources, Administrative..., Project Management, Cross-functional Team..., Budgets, Microsoft Excel, Employee Relations

Education
LaGuardia Community College   1986 — 1994
A.S., Business Administration

Queens College
Bachelor's degree, Business Administration

Roger Ranck Roger Ranck Greater Philadelphia Area Details
Roger Ranck's Shearson Lehman Hutton Experience 1988 - 1988
Job General Manager at Aeton Medical
Industry Medical Devices
Experience
Aeton Medical   2008 - March 2013
Thommen Medical  2006 - 2008
Straumann  November 1993 - February 2006
Stryker  1990 - 1993
Coffee Butler   1989 - 1990
Capital Speakers Bureau   1988 - 1989
Shearson, Lehman, Hutton   1988 - 1988

Skills
Marketing Management, Competitive Analysis, Sales, Medical Devices, Marketing, Business Development, Capital Equipment, Cross-functional Team..., Sales Process, Market Development, Orthopedic, Sales Operations, Operating Room, Account Management, Coaching, Disposables, Product Launch, Product Development, New Business Development, Surgery, Surgeons, Sales Force Development, Sales Management, Selling, Healthcare, Marketing Strategy, Cold Calling, Sales Presentations, Key Account Management, Sales Effectiveness, Surgical Instruments, Dental Sales, Dentistry, Selling Skills, Direct Sales, Global Marketing

Education
Lycoming College   1984 — 1988
BS, Business Adm.

Marjorie Briley Marjorie Briley Shreveport, Louisiana Area Details
Marjorie Briley's Shearson Lehman Hutton Experience 1989 - 1990
Job VP, Business Development at Ascend Education
Industry E-Learning
Experience
Ascend Education   January 2000 - Present
Sallie Mae  September 1992 - September 1997
Shearson Lehman Hutton   1989 - 1990

Skills
Strategic Planning, Lead Generation, Strategic Partnerships, E-Learning, Salesforce.com, Solution Selling, Business Development, Strategy, Entrepreneurship, Product Marketing, Public Speaking, Sales Process, Sales, Educational Technology, Start-ups

Education
Southern Methodist University - Cox School of Business   1990 — 1991
MBA, Finance

The University of Texas at Austin   1985 — 1989
BBA, Marketing

Chris Palmieri Chris Palmieri Greater New York City Area Details
Chris Palmieri's Shearson Lehman Hutton Experience 1987 - 1989
Job Lead Analyst at National Grid
Industry Utilities
Experience
National Grid  2007 - Present
KeySpan  2002 - 2007
Shearson Lehman Hutton   1987 - 1989

Skills
Energy, Natural Gas, Analysis, Business Analysis

Education
LIU Post   1991 — 1994
MS, Mangement Engineering

St. John's University, The Peter J. Tobin College of Business   1983 — 1987
BS, Quantitative Analysis

Efren Cleofe Efren Cleofe Greater New York City Area Details
Efren Cleofe's Shearson Lehman Hutton Experience May 1988 - October 1992
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  March 2008 - Present
Goldman Sachs  November 2004 - March 2008
UBS Wealth Management  October 1992 - December 2003
Shearson Lehman Hutton   May 1988 - October 1992

Skills
Series 7, FINRA, Securities, Series 63, Series 24, Equities, Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Investments, Risk Management, Series 65, Banking, Series 8, Series 3, Investment Advisory..., Alternative Investments, Equity Derivatives, Supervisory Management, Global Operations, Regulatory Compliance, Wealth Management, Capital Markets

Education
San Beda College   1978 — 1982
BA, Economics, 3.6

marvin parker marvin parker Greater New York City Area Details
marvin parker's Shearson Lehman Hutton Experience May 1985 - June 1989
Job Independent Marketing Director at Financial Destination, Inc NYC
Industry Telecommunications
Experience
Financial Destination, Inc NYC   February 2010 - Present
FDI  February 2010 - Present
JAMOPAR ENTERPRISES   May 2006 - September 2010
Central Park Media  March 2001 - May 2006
POS PAYMENT SYSTEMS   January 2000 - March 2001
STATISTICAL RESEARCH SYSTEMS, LTD   August 1995 - February 2000
University of Pennsylvania  February 1990 - June 1995
SHEARSON LEHMAN HUTTON   May 1985 - June 1989
CITIBANK FOCUS 695   May 1984 - May 1985
UNITED STATES NAVY  January 1980 - December 1983

Education
Pace University
B.A. Degree, Business Management; Computer Science

Laura Doran Laura Doran Nashville, Tennessee Details
Laura Doran's Shearson Lehman Hutton Experience June 1989 - June 1992
Job Investment Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Service Inc.   March 2009 - Present
Smith Barney  June 1992 - March 2009
Shearson Lehman Hutton   June 1989 - June 1992

Skills
Series 7, Portfolio Management, Equities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning

Education
Eastern Illinois University
Bachelor of Science (BS), Finance

Donna Shibata Donna Shibata San Francisco Bay Area Details
Donna Shibata's Shearson Lehman Hutton Experience September 1985 - March 1990
Job Project Manager and Finance Manager
Industry Civic & Social Organization
Experience
Brandeis Hillel Day School  September 2010 - April 2014
Children's Day School  July 2006 - September 2010
Morrison & Foerster LLP, Curiale Dellaverson Hirschfeld & Kramer LLP, and Cooley Godward LLP   September 1999 - June 2006
Port of Oakland  February 1991 - February 1994
Shearson Lehman Hutton   September 1985 - March 1990
Common Cause  April 1980 - August 1982

Education
Yale University - Yale School of Management
Master's in Public and Private Management, Business Administration

University of California, Los Angeles
Bachelor's of Art, Political Science

Stanford University Law School
Juris Doctor, Law

Coro Foundation Fellowship in Public Affairs

Les Rubenstein Les Rubenstein Phoenix, Arizona Area Details
Les Rubenstein's Shearson Lehman Hutton Experience September 1987 - June 1990
Job Systems Analyst at Howard Rubenstein Ltd.
Industry Computer Hardware
Experience
Howard Rubenstein Ltd.   June 1994 - Present
Shearson Lehman Hutton   September 1987 - June 1990
Tuckahoe High School  January 1967 - September 1987

Skills
Troubleshooting, Project Management, Windows Server, Linux, System Administration, Active Directory, Operating Systems, Software Documentation

Education
city college of new york   1970 — 1973
Master of Science (MS), School Psychology

State University of New York at New Paltz   1963 — 1967
Math Education

Karl-Dane Foster Karl-Dane Foster Greater Chicago Area Details
Karl-Dane Foster's Shearson Lehman Hutton Experience October 1988 - August 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
MF Global  October 1994 - June 2010
Probability Futures Management/Tri Asset Management   September 1993 - February 2005
Gordon Financial Services   January 1992 - September 1994
Steben Futures Management   September 1990 - November 1991
Shearson Lehman Hutton   October 1988 - August 1990
Boston Stock Exchange  October 1987 - October 1988

Education
Kenyon College   1983 — 1987
BA, Economics, Political Science

Vanetta English Vanetta English Greater New York City Area Details
Vanetta English's Shearson Lehman Hutton Experience 1988 - 1990
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  May 2015 - Present
Allstate Insurance, Robert Gigli Agency   September 2012 - Present
Citi Personal Wealth Management (formerly Citi Smith Barney)   March 2007 - May 2010
Cantor Fitzgerald  2006 - 2006
RBC Wealth Management  2005 - 2006
J.P. Morgan Chase Investments Services Corporation   2002 - 2004
Whale Securities  1997 - 2001
Gruntal & Co.   1993 - 1996
Shearson Lehman Hutton   1988 - 1990

Skills
Series 7, Securities, Equities, Fixed Income, Annuities, Series 63, Series 65, Fixed Annuities, Finance, Wealth Management, Trading, Options, Mutual Funds, Private Equity, FINRA, Portfolio Management, Financial Services

Education
Baruch College, City University of New York (CUNY)   2001 — 2006
BBA, Finance

City University of New York-Baruch College - Zicklin School of Business
BBA, Finance

Hillcrest H.S.

Andrew Padaetz Andrew Padaetz Brooklyn, New York Details
Andrew Padaetz's Shearson Lehman Hutton Experience September 1988 - December 1988
Job Experienced Office Professional
Industry Consumer Goods
Experience
Leo Ingwer, Inc.   April 2001 - January 2012
AXA Global Risk US Insurance Company   August 1997 - March 2000
Motors Insurance Corporation  April 1996 - July 1997
Kidder, Peabody and Co., Inc.   April 1989 - February 1995
Shearson Lehman Hutton   September 1988 - December 1988

Skills
Computer Setup, Data Input, Customer Service, Computer Maintenance, Internet, Windows 7, Windows XP Professional, Word, Excel, Outlook, Access

Education
Brooklyn College   1984 — 1989
Bachelor of Science, Computer and Information Science

Stuyvesant High School   1980 — 1984
High School Diploma, Math and Science, 9th through 12th

Mary Pat England Mary Pat England Portland, Oregon Area Details
Mary Pat England's Shearson Lehman Hutton Experience January 1988 - 1990
Job Owner at Herbal Artistry, LLC
Industry Health, Wellness and Fitness
Experience
Herbal Artistry, LLC   June 2010 - Present
Productivity Press   June 1995 - September 1998
Shearson Lehman Hutton   January 1988 - 1990

Skills
Sales, Budgets, Coaching, Construction, Microsoft Word, Business Strategy, Small Business, Editing, Product Development, Customer Service, Online Marketing, Entrepreneurship

Education
University of Chicago   1993 — 1995
Master's degree, Social Sciences

Columbia University in the City of New York   1983 — 1987
Bachelor of Arts (B.A.), Psychology and French

Jill Steckley Jill Steckley Traverse City, Michigan Details
Jill Steckley's Shearson Lehman Hutton Experience January 1989 - January 1991
Job
Industry Financial Services
Experience
Bank of America  2009 - 2012
The Bank of Northern Michigan  2007 - 2009
Standard Federal Bank  1998 - 2007
Midwest Mortgage   1997 - 1998
First of America Bank  January 1995 - January 1997
Corporate Title Agency   January 1994 - January 1995
Old Kent Bank  January 1991 - January 1994
Shearson Lehman Hutton   January 1989 - January 1991
Pebco   January 1988 - January 1989
North Shore Savings and Loan   January 1986 - January 1987

Skills
Sales, Loans, Sellers, Training, Mortgage Lending

Education
Marquette University
Bachelor of Science, Business Administration

Lake Superior State University
Finance

Jean Mayers-Browne Jean Mayers-Browne Brooklyn, New York Details
Jean Mayers-Browne's Shearson Lehman Hutton Experience January 1989 - September 1989
Job Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable  November 1989 - Present
Shearson Lehman Hutton   January 1989 - September 1989

Skills
Financial Services, Financial Analysis, Business Analysis, Strategic Financial..., Wealth Management

Education
CUNY Medgar Evers College
Associate of Arts and Sciences (A.A.S.), Computer Science

The The Graduate Center—The City University of New York, New York, NY
Bachelor of Science, Accounting

Russell Lowe Russell Lowe Wellesley, Massachusetts Details
Russell Lowe's Shearson Lehman Hutton Experience 1979 - August 1989
Job
Industry Investment Management
Experience
Morgan Stanley  September 1998 - Present
Prudential Financial  August 1988 - August 1998
Shearson lehman Hutton   1979 - August 1989

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Middlebury College   1975 — 1979
Bachelor's degree, Economics

Kathleen Fite Kathleen Fite Atlanta, Georgia Details
Kathleen Fite's Shearson Lehman Hutton Experience January 1988 - December 1988
Job Looking for New Opportunity!!
Industry Financial Services
Experience
Eastman Kodak Company  November 2000 - May 2007
HoneyBaked Ham  June 1999 - September 2000
Kraft Foods  August 1996 - May 1998
National Westminster Bank USA  February 1989 - July 1994
Shearson Lehman Hutton   January 1988 - December 1988
EF Hutton  August 1987 - December 1987

Skills
Financial Planning, Financial Analysis, Financial Modeling, Financial Reporting, Financial Accounting, Commercial Banking, Investment Banking, Cross-functional Team..., Interpersonal Leadership

Education
Northwestern University   1994 — 1996
Master of Business Administration (MBA), Finance, Accounting and Marketing

Cornell University   1983 — 1987
Bachelor's degree, Business Administration and Management, General

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