Shearson Lehman Hutton
Industry: Investment banking company
DescriptionShearson 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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. 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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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