Shearson Lehman/American Express

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Shearson Lehman/American Express Employees

Employee
Years
Job
Industry
Debbie Ingber Deutsch Debbie Ingber Deutsch Greater New York City Area Details
Debbie Ingber Deutsch's Shearson Lehman/American Express Experience 1983 - 1986
Job Client Relations Financial Services and Health and Wellness
Industry Financial Services
Experience
Nuskin Enterprises  February 2011 - Present
The Gym Armonk, The Saw Mill Club   April 2005 - June 2008
Union Bank of Switzerland  1986 - 1988
Shearson Lehman/American Express   1983 - 1986
Shearson/American Express   1981 - 1983

Skills
excellent multi-tasker, skilled negotiator, inspirational leader, Leadership, Negotiation, Coaching, Entrepreneurship, Customer Service, Team Building, Marketing, Nutrition, Fitness, Marketing Strategy, Public Speaking, Healthcare, Strategic Planning, Retail

Education
SUNY Binghamton   1976 — 1980
BA, Studio art

John Berczuk John Berczuk Dallas, Texas Details
John Berczuk's Shearson Lehman/American Express Experience January 1984 - December 1987
Job Vice President Master Servicing Default and Operations Servicer Oversight at Wells Fargo Corporate Trust
Industry Banking
Experience
Wells Fargo  January 2007 - Present
Wells Fargo Bank  2007 - Present
Fidelity National Financial  June 2004 - December 2006
First American Field Services  January 2003 - June 2004
Ocwen Mortgage Servicing   May 2002 - December 2002
Citifinancial  May 1998 - April 2002
New Bedford Management Corp  March 1988 - April 1998
Shearson Lehman/American Express   January 1984 - December 1987

Skills
Mortgage Lending, Mortgage Servicing, Loan Servicing, Loss Mitigation, Asset Management, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Default, FHA, Finance, Financial Services, Foreclosures, Investment Properties, Loan Modifications, Loan Origination, Loans, Mortgage Banking, Portfolio Management, REO, Real Estate, Real Estate Development, Real Estate Economics, Refinance, Residential Mortgages, Risk Management, Short Sales

Education
Yeshiva University   1992 — 1994
School of Law

University of Maryland College Park   1979 — 1982
B.S., Marketing

Jayne Derrig Jayne Derrig Fort Lee, New Jersey Details
Jayne Derrig's Shearson Lehman/American Express Experience September 1983 - October 1985
Job Legal Services Professional
Industry Legal Services
Experience
Jones and Jones   2002 - 2009
Harwood Lloyd, LLC  July 2001 - April 2002
Cereste & Caporrino, Esqs,   June 1998 - July 2001
Wal-Dan's Painting & Paper Hanging   April 1992 - June 1998
Simon & Schuster  January 1987 - January 1991
Unique Data Services   November 1985 - December 1986
Shearson Lehman/American Express   September 1983 - October 1985
Mitzi International   May 1982 - August 1983
Purified Down Products   May 1979 - April 1982

Skills
Contract Negotiation, Microsoft Office, Customer Service, Negotiation, Legal Research, Microsoft Excel, Legal Writing, Strategic Planning, Civil Litigation, Microsoft Word, Mergers & Acquisitions, PowerPoint, Outlook, Teamwork

Education
NY Paralegal School   2010 — 2011

Bergen Community College   1981 — 1983
Associate's Degree, Business Administration

Ronald W. Weiss Ronald W. Weiss Greater New York City Area Details
Ronald W. Weiss's Shearson Lehman/American Express Experience 1990 - 1998
Job FORMER CEO OF SHEARSON LEHMAN REAL ESTATE, MANAGER OF 3 $500MM REAL ESTATE FUNDs, Investment, Acquisition and Management
Industry Commercial Real Estate
Experience
Olympia American Fund Management   December 2008 - Present
Olympia American   December 2008 - Present
Spirit Fund Management   January 2000 - April 2008
Gilford Securities  1999 - 2000
Shearson Lehman/American Express   1990 - 1998

Skills
Real Estate Investment, Investment Banking, fund & Asset Manager, REIT & Real Estate..., REIT, Mutual Funds, Alternative Investments, Investment Properties, Mergers & Acquisitions, FINRA, Private Equity, Negotiation, Asset Managment, Management, Private Placements, Investments, Real Estate Economics, Asset Management, Venture Capital, Finance

Education
Columbia University School of Law
JD/LLB, LAW

University of Pennsylvania - The Wharton School
BS ECON, economics and real estate

Jennifer Lively Jennifer Jennifer Lively Jennifer San Francisco Bay Area Details
Jennifer Lively Jennifer's Shearson Lehman/American Express Experience 1983 - 1987
Job Freelance Writer at Lively & Associates
Industry Writing and Editing
Experience
Lively Life   2015 - Present
Lively & Associates   2005 - Present
Brookside Productions, Inc.   1996 - 2005
National Magazines and Newspapers   1979 - 1988
Shearson Lehman/American Express   1983 - 1987

Skills
Public Speaking, Creative Writing, Copy Editing, Editing, Research, Editorial, Public Relations, Social Media Marketing, Publishing, Event Management, Blogging, Social Media, Journalism, Nonprofits

Education
New York University
Bachelor of Arts (B.A.), English Language and Literature, General

Stanford University
Master of Arts (M.A.), English Language and Literature, General

Charlie Knutson CFP®, CBAP® Charlie Knutson CFP®, CBAP® Greater Minneapolis-St. Paul Area Details
Charlie Knutson CFP®, CBAP®'s Shearson Lehman/American Express Experience August 1984 - February 1987
Job Senior Business Systems Analyst at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2008 - Present
Ameriprise Financial Services, Inc.   April 2004 - January 2008
Ameriprise Financial Services, Inc.   October 2002 - April 2004
Ameriprise Financial Services, Inc.   October 1999 - October 2002
Ameriprise Financial Services, Inc.   March 1997 - October 1999
Ameriprise Financial Services, Inc.   June 1994 - March 1997
Ameriprise Financial Services, Inc.   May 1991 - June 1994
Ameriprise Financial Services, Inc.   May 1989 - May 1991
Ameriprise Financial Services, Inc.   March 1987 - May 1989
Shearson Lehman/American Express   August 1984 - February 1987

Skills
Business Analysis, Requirements Analysis, Series 7, Process Improvement, Analysis, Strategy, PMO, Software Documentation, Project Portfolio..., Financial Services, Requirements Gathering

Education
University of Minnesota-Duluth   1979 — 1983
BA Business Administration/Finance

David Gerson, CMA, PMP David Gerson, CMA, PMP Greater New York City Area Details
David Gerson, CMA, PMP's Shearson Lehman/American Express Experience 1976 - 1986
Job Accountant/Project Manager
Industry Financial Services
Experience
David Gerson Consulting   March 2011 - Present
Citigroup Global Markets, Inc.   July 2004 - March 2009
Smith Barney  1993 - 2004
Shearson Lehman Brothers  1986 - 1993
Shearson Lehman/American Express   1976 - 1986

Skills
Budgeting, P&L, General Ledger, Financial Systems, SOX, Financial Reporting, Accounting, Variance Analysis, Process Improvement, Team Building, Software Project..., Project Implementation, Sarbanes-Oxley Act, Budgets, PMO, Business Analysis, Mergers & Acquisitions, Project Management, Cross-functional Team..., Finance, Integration, Financial Services, Strategy, Management, Derivatives, Leadership, Fixed Income, Equities, Team Leadership, Financial Analysis, Business Process..., Risk Management, Financial Modeling, Consulting, Capital Markets, Analysis, Business Process, Vendor Management, Portfolio Management, Treasury Management, Managerial Finance, Trading, Analytics, Strategic Financial..., FX Options, Banking, Options, Financial Risk

Education
City University of New York-Brooklyn College   1971 — 1975
Bachelor of Science (B.S.), Accounting

Garry Stegeland Garry Stegeland Greater New York City Area Details
Garry Stegeland's Shearson Lehman/American Express Experience December 1986 - July 1988
Job Senior Vice President & CCO at Stifel Financial
Industry Financial Services
Experience
Stifel Financial Corp.  July 2002 - Present
Stifel Financial Corp.  2002 - Present
Ryan Beck & Co.   July 2002 - February 2007
UBS Financial Services  2000 - 2002
PaineWebber  1988 - 2002
Shearson Lehman/American Express   December 1986 - July 1988

Skills
Securities Regulation, Mutual Funds, Series 7, Series 24, FINRA, Securities, KYC, Investment Advisory, AML, Securities Litigation, SEC, Corporate Governance, Hedge Funds, Arbitration, Capital Markets, Litigation, Financial Services, Due Diligence, Equities, Alternative Investments, Investments, Broker-Dealer, Equity Trading, Fixed Income, Corporate Law, Estate Planning, Series 63, Asset Management, Wealth Management..., Series 65, Investment Management, Structured Finance, Derivatives, OFAC, USA PATRIOT Act, ETFs, Investment Banking, Legal Compliance, Financial Markets, Private Placements, Asset Allocation, Private Equity, Uniform Combined State..., Financial Regulation, Wealth Management

Education
St. John's University School of Law   1975 — 1978
JD, Law

Bill Coke Bill Coke Greater Boston Area Details
Bill Coke's Shearson Lehman/American Express Experience 1986 - 1991
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan  2008 - Present
University of Massachusetts Club  January 2005 - Present
Bear Stearns  1991 - 2008
Shearson Lehman/American Express   1986 - 1991

Skills
Financial Advice, Investments, Trading, Mergers & Acquisitions, Wealth Management, Investment Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Hedge Funds, Series 63, Venture Capital, Asset Allocation, Due Diligence, Financial Modeling, Capital Markets, Equity Research, Valuation

Education
University of Massachusetts, Amherst

Lawrence Academy

Patricia Schama Patricia Schama Philadelphia, Pennsylvania Details
Patricia Schama's Shearson Lehman/American Express Experience September 1997 - October 2007
Job Customer Service Representative at Penn Distribution, Inc.
Industry Wholesale
Experience
Penn Distribution, Inc.   October 2007 - Present
Shearson Lehman/American Express   September 1997 - October 2007
Philadelphia National Bank  October 1987 - September 1997

Education
Saint Joseph's University   1984 — 1986
2 Years, Business

Roxborough High   1974 — 1977
Diploma, Academic