Shearson Lehman/American Express
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Shearson Lehman/American Express Employees
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
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
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
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
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
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 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
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
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
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