Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Smith Barney Employees
Employee
Years
Job
Industry
Harold G Wenger, Jr Harold G Wenger, Jr's Smith Barney Experience 1991 - 2001
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2001 - Present
Smith Barney 1991 - 2001
Prudential Securities 1982 - 1991
Skills
Estate/Legacy Planning..., Medicare Planning/Long..., Retirement Income..., Social Security..., Wealth Preservation..., Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, Tax-Efficient Strategies
Education
Franklin & Marshall College 1976 — 1981
BA cum laude, Government
Wells Fargo Advisors, LLC 2001 - Present
Smith Barney 1991 - 2001
Prudential Securities 1982 - 1991
Skills
Estate/Legacy Planning..., Medicare Planning/Long..., Retirement Income..., Social Security..., Wealth Preservation..., Asset Allocation, Financial Advisory, Investment Strategies, Strategic Planning, Tax-Efficient Strategies
Education
Franklin & Marshall College 1976 — 1981
BA cum laude, Government
Carl Grund III, CFP®, AIF® Carl Grund III, CFP®, AIF®'s Smith Barney Experience June 2006 - January 2007
Job Financial Advisor
Industry Financial Services
Experience
Signature Financial Partners, LLC June 2008 - Present
Smith Barney June 2006 - January 2007
Skills
Financial Planning, Business Succession, Executive Compensation, Corporate Retirement..., Estate Planning, Wealth Management, Insurance Advisory..., Financial Goals
Education
Georgetown University 2010 — 2011
Financial Planning Designation
University of Maryland - Robert H. Smith School of Business
B.S., Finance, General
Signature Financial Partners, LLC June 2008 - Present
Smith Barney June 2006 - January 2007
Skills
Financial Planning, Business Succession, Executive Compensation, Corporate Retirement..., Estate Planning, Wealth Management, Insurance Advisory..., Financial Goals
Education
Georgetown University 2010 — 2011
Financial Planning Designation
University of Maryland - Robert H. Smith School of Business
B.S., Finance, General
Brian Tichenor Brian Tichenor's Smith Barney Experience June 2006 - August 2006
Job Investment Banking Associate at Moelis & Company
Industry Banking
Experience
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Scott Griffith's Smith Barney Experience January 1988 - January 1992
Job CoOwner at Stonegate Capital Partners
Industry Investment Banking
Experience
Stonegate Capital Partners January 1992 - Present
Smith Barney January 1988 - January 1992
Donaldson, Lufkin & Jenrette January 1980 - January 1988
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Due Diligence, Alternative Investments, Equities, Equity Research, Investor Relations, Mergers & Acquisitions, Investments, Corporate Finance, Portfolio Management
Education
Florida State University 1975 — 1979
Bachelor's Degree, Marketing
Stonegate Capital Partners January 1992 - Present
Smith Barney January 1988 - January 1992
Donaldson, Lufkin & Jenrette January 1980 - January 1988
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Due Diligence, Alternative Investments, Equities, Equity Research, Investor Relations, Mergers & Acquisitions, Investments, Corporate Finance, Portfolio Management
Education
Florida State University 1975 — 1979
Bachelor's Degree, Marketing
Travis Vlach Travis Vlach's Smith Barney Experience September 2000 - July 2007
Job Professional Bookkeeping in Bend, OR
Industry Financial Services
Experience
Vlach Bookkeeping June 2010 - Present
GI Joes July 2007 - July 2008
Smith Barney September 2000 - July 2007
Skills
Accounts Payable..., Accounts Receivable..., Bank Reconciliation, Accounting Information..., Budget Development &..., Custom Financial..., Job Costing, Inventory, Bank Deposits, Payroll, Coordination with CPA's..., Income Statement,..., Annual Government Filing, Bill Paying, General Ledger, Accounting, Deposits, Strategic Financial..., Financial Accounting, Insurance, Small Business, Investments, Financial Planning, Budgets, Sales
Education
George Fox University 2008 — 2010
MAT, Business/Mathematics
Lewis and Clark College 1996 — 2000
BA Business/Economics, Business
Vlach Bookkeeping June 2010 - Present
GI Joes July 2007 - July 2008
Smith Barney September 2000 - July 2007
Skills
Accounts Payable..., Accounts Receivable..., Bank Reconciliation, Accounting Information..., Budget Development &..., Custom Financial..., Job Costing, Inventory, Bank Deposits, Payroll, Coordination with CPA's..., Income Statement,..., Annual Government Filing, Bill Paying, General Ledger, Accounting, Deposits, Strategic Financial..., Financial Accounting, Insurance, Small Business, Investments, Financial Planning, Budgets, Sales
Education
George Fox University 2008 — 2010
MAT, Business/Mathematics
Lewis and Clark College 1996 — 2000
BA Business/Economics, Business
Jennifer (Fritz) Walters Jennifer (Fritz) Walters's Smith Barney Experience August 2008 - May 2009
Job Campaign Director at The Advertising Council
Industry Marketing and Advertising
Experience
The Advertising Council April 2013 - Present
Grey Group June 2010 - April 2013
Belmont Inc. January 2010 - April 2010
RedPeg Marketing September 2009 - December 2009
Smith Barney August 2008 - May 2009
Students of Georgetown, Inc. September 2007 - May 2009
Turnberry Capital July 2008 - August 2008
Berdon LLP June 2006 - July 2008
Skills
Integrated Marketing, Brand Management, Advertising, Marketing, Social Media Marketing, Digital Media, Digital Strategy, Google Analytics, Event Planning, Digital Marketing, Social Media, Public Relations
Education
Georgetown University - The McDonough School of Business 2006 — 2010
B.S., Marketing and Finance double major, Sociology minor
The Advertising Council April 2013 - Present
Grey Group June 2010 - April 2013
Belmont Inc. January 2010 - April 2010
RedPeg Marketing September 2009 - December 2009
Smith Barney August 2008 - May 2009
Students of Georgetown, Inc. September 2007 - May 2009
Turnberry Capital July 2008 - August 2008
Berdon LLP June 2006 - July 2008
Skills
Integrated Marketing, Brand Management, Advertising, Marketing, Social Media Marketing, Digital Media, Digital Strategy, Google Analytics, Event Planning, Digital Marketing, Social Media, Public Relations
Education
Georgetown University - The McDonough School of Business 2006 — 2010
B.S., Marketing and Finance double major, Sociology minor
Clark Stoltzfus's Smith Barney Experience March 2005 - November 2008
Job Financial Advisor at Janney Montgomery Scott
Industry Investment Management
Experience
Janney Montgomery Scott November 2008 - Present
Smith Barney March 2005 - November 2008
Stoltzfus Meats, Inc February 2002 - February 2005
Hostetter Management Co 2000 - 2002
Skills
Financial Advisory, Financial Markets, Estate Planning, Fixed Income, Retirement Planning, Investments, Investment Management, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Portfolio Management
Education
Franklin & Marshall College 1996 — 2000
BA, Business Management
American University, Washington DC 1998 — 1998
Economic Policy
Janney Montgomery Scott November 2008 - Present
Smith Barney March 2005 - November 2008
Stoltzfus Meats, Inc February 2002 - February 2005
Hostetter Management Co 2000 - 2002
Skills
Financial Advisory, Financial Markets, Estate Planning, Fixed Income, Retirement Planning, Investments, Investment Management, Asset Management, Investment Advisory, Strategic Financial..., Mutual Funds, Portfolio Management
Education
Franklin & Marshall College 1996 — 2000
BA, Business Management
American University, Washington DC 1998 — 1998
Economic Policy
Kristine Liwag's Smith Barney Experience June 2006 - May 2008
Job Vice President Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
Kristina Ramos Tioseco's Smith Barney Experience September 2003 - December 2003
Job Director, Sales Ops Change and Project Management at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide May 2014 - Present
IBM August 2009 - May 2014
Deutsche Post World Net May 2008 - August 2008
MullinTBG February 2006 - August 2007
Northwestern Mutual July 2004 - November 2005
Smith Barney September 2003 - December 2003
Skills
Strategic Consulting, Organizational..., Organizational..., Strategic Communications, Large System..., Financial Analysis, Strategic Planning, Strategic Financial..., Workshop Facilitation, Public Sector Consulting, Logistics, Banking, Financial Modeling, Change Management, Leadership, Strategy, Management Consulting, Consulting, Project Management, Program Management, CRM, Business Process..., Management, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Masters of Business Administration
Barnard College, Columbia University 2000 — 2004
Bachelor of Arts, Major Economics, Minor English
UCL
Study Abroad: Economics Focus
International School Manila
International Baccalaureate Diploma
Hilton Worldwide May 2014 - Present
IBM August 2009 - May 2014
Deutsche Post World Net May 2008 - August 2008
MullinTBG February 2006 - August 2007
Northwestern Mutual July 2004 - November 2005
Smith Barney September 2003 - December 2003
Skills
Strategic Consulting, Organizational..., Organizational..., Strategic Communications, Large System..., Financial Analysis, Strategic Planning, Strategic Financial..., Workshop Facilitation, Public Sector Consulting, Logistics, Banking, Financial Modeling, Change Management, Leadership, Strategy, Management Consulting, Consulting, Project Management, Program Management, CRM, Business Process..., Management, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Masters of Business Administration
Barnard College, Columbia University 2000 — 2004
Bachelor of Arts, Major Economics, Minor English
UCL
Study Abroad: Economics Focus
International School Manila
International Baccalaureate Diploma
Mitch Miller's Smith Barney Experience April 2004 - May 2008
Job DoD Cyber Security and Technology Engineer / Mobility SME
Industry Information Technology and Services
Experience
Booz Allen Hamilton October 2013 - Present
Inteletech January 2013 - Present
CRGT, Inc. January 2011 - January 2013
Gannett October 2009 - January 2011
Gannett/USA TODAY October 2009 - January 2011
Rydex Investments May 2008 - March 2010
Smith Barney April 2004 - May 2008
Smith Barney April 2004 - May 2008
Independent Freelance IT work 2001 - 2005
Skills
Microsoft Office, DoD, Analysis, Security, Process Improvement, Program Management, Computer Security, Operations Management, Project Management, Microsoft Excel, Strategic Planning, Data Analysis, Business Analysis, Customer Service, Mobile Devices, Mobile Device Management, iOS development, Android Development, Information Assurance, FIPS, Network Security, HTML 5, JSON, CSS, Lotus, STIG, S/MIME, CAC, PIV, Mobile Risk Management, App Store, Enterprise Mobility, Global Mobility, Mobile Applications, VMware, Security Clearance, Databases, Enterprise Software, Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Testing, Operating Systems, Networking, VPN, Software Development, System Deployment, Technical Support, Integration
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Business Management
George Mason University - School of Management 2002 — 2006
Booz Allen Hamilton October 2013 - Present
Inteletech January 2013 - Present
CRGT, Inc. January 2011 - January 2013
Gannett October 2009 - January 2011
Gannett/USA TODAY October 2009 - January 2011
Rydex Investments May 2008 - March 2010
Smith Barney April 2004 - May 2008
Smith Barney April 2004 - May 2008
Independent Freelance IT work 2001 - 2005
Skills
Microsoft Office, DoD, Analysis, Security, Process Improvement, Program Management, Computer Security, Operations Management, Project Management, Microsoft Excel, Strategic Planning, Data Analysis, Business Analysis, Customer Service, Mobile Devices, Mobile Device Management, iOS development, Android Development, Information Assurance, FIPS, Network Security, HTML 5, JSON, CSS, Lotus, STIG, S/MIME, CAC, PIV, Mobile Risk Management, App Store, Enterprise Mobility, Global Mobility, Mobile Applications, VMware, Security Clearance, Databases, Enterprise Software, Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Testing, Operating Systems, Networking, VPN, Software Development, System Deployment, Technical Support, Integration
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Business Management
George Mason University - School of Management 2002 — 2006
Patricia (Patricia Nee) Ollom Patricia (Patricia Nee) Ollom's Smith Barney Experience June 1989 - February 1997
Job Broker/Sales Associate & Assistant Manager Weichert Summit Office, Certified Staging Professional, Senior Move Manager
Industry Real Estate
Experience
Weichert Realtors February 2015 - Present
Weichert Realtors December 2012 - Present
Majestic Home Design February 2012 - Present
Claremont Realty Group September 2012 - December 2012
Keller Williams Realty April 2010 - September 2012
Stageworks, LLC September 2010 - September 2011
Shenanigan Books October 2005 - December 2009
Smith Barney June 1989 - February 1997
Thompson McKinnon February 1988 - June 1989
Merrill Lynch September 1985 - September 1987
Skills
Sellers, Home Staging, Space-planning, Real Estate, Buyers, Rentals, Senior Move Management, Space planning, Sales, Selling, Residential Homes, Condos, Relocation, First Time Home Buyers, Single Family Homes, New Home Sales, Listings, Referrals, Investment Properties, Luxury, Buyer Representation, Townhomes, Marketing, Real Estate Transactions, Real Property, Investors, Seniors, New Homes, Move Up Buyers, Management
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Saint Michael's College 1981 — 1985
B.A., Journalism
Weichert Realtors February 2015 - Present
Weichert Realtors December 2012 - Present
Majestic Home Design February 2012 - Present
Claremont Realty Group September 2012 - December 2012
Keller Williams Realty April 2010 - September 2012
Stageworks, LLC September 2010 - September 2011
Shenanigan Books October 2005 - December 2009
Smith Barney June 1989 - February 1997
Thompson McKinnon February 1988 - June 1989
Merrill Lynch September 1985 - September 1987
Skills
Sellers, Home Staging, Space-planning, Real Estate, Buyers, Rentals, Senior Move Management, Space planning, Sales, Selling, Residential Homes, Condos, Relocation, First Time Home Buyers, Single Family Homes, New Home Sales, Listings, Referrals, Investment Properties, Luxury, Buyer Representation, Townhomes, Marketing, Real Estate Transactions, Real Property, Investors, Seniors, New Homes, Move Up Buyers, Management
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Saint Michael's College 1981 — 1985
B.A., Journalism
Chad Burgess's Smith Barney Experience January 2006 - June 2006
Job Marketing at SeatGeek.com
Industry Internet
Experience
SeatGeek March 2010 - Present
VistaPrint January 2008 - July 2009
Wachovia Securities, LLC 2007 - 2007
Wachovia Securities, LLC June 2006 - August 2006
Smith Barney January 2006 - June 2006
Skills
SEO, SEO Audits, SEO copywriting, Excel, Online Marketing, Demand Forecasting, Content Strategy, Web Content Management, Google Analytics, Google Docs, Google Webmaster Tools, Product Marketing, Product Forecasting, Pivot Tables, Wordpress, Blog Marketing, Blog Management, Organic Search, Search, Local Search, Market Research, Competitive Analysis, Microsoft Excel, WordPress, Blogging Software, E-commerce, Start-ups, Strategy
Education
Georgetown University 2003 — 2007
BSBA, Double Major: Finance and International Business - Other concentration(s): Psychology/Sociology
UNSW Australia 2006 — 2006
Study Abroad, International Business, Marketing, and Finance
SeatGeek March 2010 - Present
VistaPrint January 2008 - July 2009
Wachovia Securities, LLC 2007 - 2007
Wachovia Securities, LLC June 2006 - August 2006
Smith Barney January 2006 - June 2006
Skills
SEO, SEO Audits, SEO copywriting, Excel, Online Marketing, Demand Forecasting, Content Strategy, Web Content Management, Google Analytics, Google Docs, Google Webmaster Tools, Product Marketing, Product Forecasting, Pivot Tables, Wordpress, Blog Marketing, Blog Management, Organic Search, Search, Local Search, Market Research, Competitive Analysis, Microsoft Excel, WordPress, Blogging Software, E-commerce, Start-ups, Strategy
Education
Georgetown University 2003 — 2007
BSBA, Double Major: Finance and International Business - Other concentration(s): Psychology/Sociology
UNSW Australia 2006 — 2006
Study Abroad, International Business, Marketing, and Finance
Brian Jamison Brian Jamison's Smith Barney Experience 1996 - 2000
Job VP Compliance Manager JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
Ara Meyer Ara Meyer's Smith Barney Experience June 1996 - March 1998
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
JR Allen JR Allen's Smith Barney Experience June 2007 - February 2009
Job Owner at 2DAYBEFIT
Industry Health, Wellness and Fitness
Experience
2DAYBEFIT June 2012 - Present
COURTSENSE TENAFLY RACQUET CLUB June 2011 - June 2012
The Gym August 2010 - June 2012
Matriarch Records January 2010 - March 2011
NBC 2009 - 2010
TRUE ENTERTAINMENT, LLC May 2009 - August 2009
Smith Barney June 2007 - February 2009
VH-1 May 2004 - July 2006
Skills
Entertainment, Video Production, Television, Production Managment, Final Cut Pro, Video, Digital Media, Social Media, Film Production, Post Production, Microsoft Office, Film, Social Networking, Sound, PowerPoint, Producing, Social Media Marketing, Advertising, Public Relations, New Media, Broadcast, Avid Media Composer, Budgets, Editing, Camera, Music Industry, Video Editing, Audio Engineering, Event Planning, Journalism, Directing, Management, Facebook, Feature Films, Publicity, Radio, Event Management, Content Strategy, Documentaries, Mac, Press Releases, Avid, Sports, Photoshop, Reality, Blogging, Creative Direction, Multimedia, Music, Photography
Education
Full Sail University 2003 — 2004
AA, Recording Engineering
Florida A & M University 1998 — 2002
Bachelor; Associate of Recording, Science Business Administration
2DAYBEFIT June 2012 - Present
COURTSENSE TENAFLY RACQUET CLUB June 2011 - June 2012
The Gym August 2010 - June 2012
Matriarch Records January 2010 - March 2011
NBC 2009 - 2010
TRUE ENTERTAINMENT, LLC May 2009 - August 2009
Smith Barney June 2007 - February 2009
VH-1 May 2004 - July 2006
Skills
Entertainment, Video Production, Television, Production Managment, Final Cut Pro, Video, Digital Media, Social Media, Film Production, Post Production, Microsoft Office, Film, Social Networking, Sound, PowerPoint, Producing, Social Media Marketing, Advertising, Public Relations, New Media, Broadcast, Avid Media Composer, Budgets, Editing, Camera, Music Industry, Video Editing, Audio Engineering, Event Planning, Journalism, Directing, Management, Facebook, Feature Films, Publicity, Radio, Event Management, Content Strategy, Documentaries, Mac, Press Releases, Avid, Sports, Photoshop, Reality, Blogging, Creative Direction, Multimedia, Music, Photography
Education
Full Sail University 2003 — 2004
AA, Recording Engineering
Florida A & M University 1998 — 2002
Bachelor; Associate of Recording, Science Business Administration
Nicole Fuller Nicole Fuller's Smith Barney Experience June 2006 - January 2007
Job Business Management Doctoral Student at Texas A&M University
Industry Higher Education
Experience
Texas A&M University August 2013 - Present
eLuminate Health May 2013 - August 2013
University of Arkansas November 2011 - May 2013
Hogan Lovells October 2008 - October 2011
American Capital January 2007 - October 2008
Smith Barney June 2006 - January 2007
Georgetown University August 2002 - May 2006
GE Commercial Finance May 2005 - August 2005
People's Bank May 2004 - August 2004
Skills
Data Analysis, Corporate Finance, Investments, Valuation, Capital Markets, Financial Analysis, Financial Modeling, Spanish, Leadership, Management, Finance, Marketing, Analysis
Education
Texas A&M University 2013 — 2018
Doctor of Philosophy (PhD)
University of Arkansas 2012 — 2013
Masters in Business Administration
Georgetown University 2002 — 2006
BS
Kolbe Cathedral High 1998 — 2002
diploma
Texas A&M University August 2013 - Present
eLuminate Health May 2013 - August 2013
University of Arkansas November 2011 - May 2013
Hogan Lovells October 2008 - October 2011
American Capital January 2007 - October 2008
Smith Barney June 2006 - January 2007
Georgetown University August 2002 - May 2006
GE Commercial Finance May 2005 - August 2005
People's Bank May 2004 - August 2004
Skills
Data Analysis, Corporate Finance, Investments, Valuation, Capital Markets, Financial Analysis, Financial Modeling, Spanish, Leadership, Management, Finance, Marketing, Analysis
Education
Texas A&M University 2013 — 2018
Doctor of Philosophy (PhD)
University of Arkansas 2012 — 2013
Masters in Business Administration
Georgetown University 2002 — 2006
BS
Kolbe Cathedral High 1998 — 2002
diploma
Richard Grodzicki's Smith Barney Experience 1988 - 2009
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
UBS Financial Services Inc. February 2009 - Present
Smith Barney 1988 - 2009
Kidder Peabody 1982 - 1988
Dexel Burnham 1976 - 1982
Merrill Lynch 1973 - 1976
Education
Florida State University - College of Business 1965 — 1968
BS, Finance
Garrett Murphy Garrett Murphy's Smith Barney Experience December 2004 - December 2006
Job
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
MAG Mutual Insurance Company June 2013 - August 2013
SunTrust Investment Services, Inc December 2006 - July 2012
Smith Barney December 2004 - December 2006
Education
Georgia State University College of Law 2012 — 2015
Juris Doctorate, Law
Georgia Southern University - College of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.)
The University of Georgia 2000 — 2004
BSFCS- Economics
JPMorgan Chase November 2013 - Present
MAG Mutual Insurance Company June 2013 - August 2013
SunTrust Investment Services, Inc December 2006 - July 2012
Smith Barney December 2004 - December 2006
Education
Georgia State University College of Law 2012 — 2015
Juris Doctorate, Law
Georgia Southern University - College of Business Administration 2007 — 2010
Master of Business Administration (M.B.A.)
The University of Georgia 2000 — 2004
BSFCS- Economics
Carrie Lowis, CLU®,ChFC® Carrie Lowis, CLU®,ChFC®'s Smith Barney Experience 1995 - 1997
Job Administration Manager at JPMorgan Chase
Industry Insurance
Experience
JPMorgan Chase April 2011 - Present
Nationwide Insurance April 2005 - April 2011
Fifth Third Bank 2004 - April 2005
Nationwide Insurance 2000 - 2004
Prudential Securities October 1998 - November 2000
Prudential Securities April 1997 - October 1998
Smith Barney 1995 - 1997
Education
Franklin University
Bachelor of Science, Finance
JPMorgan Chase April 2011 - Present
Nationwide Insurance April 2005 - April 2011
Fifth Third Bank 2004 - April 2005
Nationwide Insurance 2000 - 2004
Prudential Securities October 1998 - November 2000
Prudential Securities April 1997 - October 1998
Smith Barney 1995 - 1997
Education
Franklin University
Bachelor of Science, Finance
Eric Whiting Eric Whiting's Smith Barney Experience May 2008 - August 2008
Job Managing Editor at Fordham Urban Law Journal
Industry Law Practice
Experience
Fordham Urban Law Journal May 2014 - Present
Stewart Occhipinti, LLP May 2014 - August 2014
Immigrant Council of Ireland June 2013 - August 2013
Franklin American Mortgage Company October 2009 - July 2012
Smith Barney May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Westlaw, LexisNexis, Customer Service, Financial Analysis, Management, PowerPoint
Education
Fordham University School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Florida 2005 — 2009
BSBA, Finance
Fordham Urban Law Journal May 2014 - Present
Stewart Occhipinti, LLP May 2014 - August 2014
Immigrant Council of Ireland June 2013 - August 2013
Franklin American Mortgage Company October 2009 - July 2012
Smith Barney May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research, Westlaw, LexisNexis, Customer Service, Financial Analysis, Management, PowerPoint
Education
Fordham University School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Florida 2005 — 2009
BSBA, Finance
Jason Castelluccio Jason Castelluccio's Smith Barney Experience April 2003 - March 2008
Job Executive Director, Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
J.P. Morgan Asset Management April 2013 - Present
Davis Advisors March 2008 - October 2012
Smith Barney April 2003 - March 2008
Medco Health Solutions June 2000 - March 2003
Education
Fordham University - Graduate School of Business Administration 2005 — 2009
Master of Business Administration, Concentration in Finance
University of Delaware 1996 — 2000
Bachelor of Science degree in Business Administration, Concentration in Finance with a minor in Economics
Michael Poisler Michael Poisler's Smith Barney Experience June 1998 - October 2000
Job Experienced .NET Developer
Industry Information Technology and Services
Experience
Genetec February 2011 - November 2011
Panasonic January 2009 - February 2011
Advanced Integration Security August 2007 - December 2008
B&H Security April 2006 - August 2007
Morgan Stanley October 2000 - April 2006
Smith Barney June 1998 - October 2000
Education
Fordham University 1997 — 2001
Computer Science
Genetec February 2011 - November 2011
Panasonic January 2009 - February 2011
Advanced Integration Security August 2007 - December 2008
B&H Security April 2006 - August 2007
Morgan Stanley October 2000 - April 2006
Smith Barney June 1998 - October 2000
Education
Fordham University 1997 — 2001
Computer Science
Bob Matthews Bob Matthews's Smith Barney Experience October 1983 - August 2004
Job Chief Executive Officer at Fieldpoint Private Bank and Trust
Industry Financial Services
Experience
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
Fieldpoint Private Bank and Trust June 2010 - Present
Tay-bandz 2003 - 2013
Aquiline Capital Partners January 2009 - June 2010
Citigroup Global Wealth Management October 2006 - July 2008
Citi Smith Barney August 2004 - September 2006
Smith Barney October 1983 - August 2004
Skills
Financial Services, Loans, Investments, Wealth Management, Strategic Financial..., Hedge Funds, Wealth Management..., Private Equity, Private Banking, Branch Banking, Wealth, Finance, Retirement Planning, Series 63, Capital, Series 7, Financial Advisory, Fixed Income, Portfolio Management, Alternative Investments, Financial Analysis, Investment Advisory, Financial Modeling, Management, Capital Markets, Financial Planning, Asset Allocation, Equities, Mutual Funds, Securities, Leadership, Investment Banking, Asset Management, Family Office
Education
Franklin & Marshall College 1977 — 1981
AB, Engilsh/Economics
Rob Forest Rob Forest's Smith Barney Experience May 2000 - April 2009
Job Registered Senior Client Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2009 - Present
Smith Barney May 2000 - April 2009
Education
Fort Lewis College 1981 — 1984
B.A., Business Administration
UBS Financial Services Inc. April 2009 - Present
Smith Barney May 2000 - April 2009
Education
Fort Lewis College 1981 — 1984
B.A., Business Administration
Bill Frogale, CFP® Bill Frogale, CFP®'s Smith Barney Experience May 2004 - October 2006
Job Account Executive Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
The Prudential Insurance Company of America December 2009 - January 2013
VALIC October 2006 - November 2009
Smith Barney May 2004 - October 2006
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Retirement, Insurance
Education
The American College 2010 — 2014
George Mason University 2000 — 2005
BA, Economics
Fidelity Investments January 2013 - Present
The Prudential Insurance Company of America December 2009 - January 2013
VALIC October 2006 - November 2009
Smith Barney May 2004 - October 2006
Skills
Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Retirement, Insurance
Education
The American College 2010 — 2014
George Mason University 2000 — 2005
BA, Economics
F. Keith Duncan, ChFC®, AAMS® F. Keith Duncan, ChFC®, AAMS®'s Smith Barney Experience February 2006 - August 2009
Job Duncan Investment Partners, LLC
Industry Financial Services
Experience
Duncan Investment Partners September 2009 - Present
Smith Barney February 2006 - August 2009
Legg Mason August 2004 - February 2006
T. Rowe Price November 1994 - August 2004
Skills
Series 7, Retirement Planning, Series 63, 401k, Mutual Funds, FINRA, Retirement, Asset Allocation, Investments, Investment Advisory
Education
Frostburg State University 1989 — 1993
Bachelor of Science, Business Administration
St. Johns College High School 1986 — 1989
Duncan Investment Partners September 2009 - Present
Smith Barney February 2006 - August 2009
Legg Mason August 2004 - February 2006
T. Rowe Price November 1994 - August 2004
Skills
Series 7, Retirement Planning, Series 63, 401k, Mutual Funds, FINRA, Retirement, Asset Allocation, Investments, Investment Advisory
Education
Frostburg State University 1989 — 1993
Bachelor of Science, Business Administration
St. Johns College High School 1986 — 1989
Darlys S. Harmon-Vaught's Smith Barney Experience April 2000 - March 2007
Job Divorce Financial Strategist, Mediator, and Forensic Examiner
Industry Financial Services
Experience
Financial Solutions for Divorce, LLC April 2007 - Present
Smith Barney April 2000 - March 2007
Hilliard Lyons September 1987 - March 2000
Skills
Divorce Financial..., Certified Fraud Examiner, Forensic Financial..., White Collar Crime..., Matrimonial Litigation..., Estate and Trust..., Financial Analysis, Divorce, Retirement Planning, Litigation, Mediation, Estate Law, Analysis, Alternative Dispute..., Dispute Resolution, Expert Witness, Forensic Accounting, Fraud, High Net Worth..., 401k, Appeals, Asset Allocation, Asset Protection, Attorneys, Bankruptcy, Certified Financial..., Courts, Criminal Defense, Criminal Law, Estate Administration, Estate Planning, Estate Tax Planning, Family Law, Family Therapy, Finance, Financial Advisory, Financial Goals, Financial Planners, Financial Services, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, LLC, Litigation Support, Long-term Care, Mutual Funds, Personal Finance
Education
University of Louisville 1980 — 1986
Doctor of Education (Ed.D.)
University of Louisville 1976 — 1978
Specialist of Education (S.Ed.)
University of Kentucky 1974 — 1975
Master of Education (M.Ed.)
Georgetown College 1970 — 1974
Bachelor of Science (B.S.), Education
Financial Solutions for Divorce, LLC April 2007 - Present
Smith Barney April 2000 - March 2007
Hilliard Lyons September 1987 - March 2000
Skills
Divorce Financial..., Certified Fraud Examiner, Forensic Financial..., White Collar Crime..., Matrimonial Litigation..., Estate and Trust..., Financial Analysis, Divorce, Retirement Planning, Litigation, Mediation, Estate Law, Analysis, Alternative Dispute..., Dispute Resolution, Expert Witness, Forensic Accounting, Fraud, High Net Worth..., 401k, Appeals, Asset Allocation, Asset Protection, Attorneys, Bankruptcy, Certified Financial..., Courts, Criminal Defense, Criminal Law, Estate Administration, Estate Planning, Estate Tax Planning, Family Law, Family Therapy, Finance, Financial Advisory, Financial Goals, Financial Planners, Financial Services, Fixed Annuities, IRAs, Insurance, Investment Advisory, Investment Strategies, Investments, LLC, Litigation Support, Long-term Care, Mutual Funds, Personal Finance
Education
University of Louisville 1980 — 1986
Doctor of Education (Ed.D.)
University of Louisville 1976 — 1978
Specialist of Education (S.Ed.)
University of Kentucky 1974 — 1975
Master of Education (M.Ed.)
Georgetown College 1970 — 1974
Bachelor of Science (B.S.), Education
Christopher D'Orsi Christopher D'Orsi's Smith Barney Experience March 2004 - December 2008
Job First Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
Smith Barney March 2004 - December 2008
Prudential Securities December 1998 - April 2004
Keebler Foodservice 1993 - 1996
Skills
Portfolio Management, Investments, Securities, Series 7, Finance, Financial Advisory, Wealth Management, ETFs, Mutual Funds, Wealth, Fixed Income, Investment Advisory, Equities, Asset Allocation
Education
Florida State University 2000 — 2002
Certificate: Financial Planning
Saint Bonaventure University 1987 — 1991
BBA, Marketing
RBC Wealth Management January 2009 - Present
Smith Barney March 2004 - December 2008
Prudential Securities December 1998 - April 2004
Keebler Foodservice 1993 - 1996
Skills
Portfolio Management, Investments, Securities, Series 7, Finance, Financial Advisory, Wealth Management, ETFs, Mutual Funds, Wealth, Fixed Income, Investment Advisory, Equities, Asset Allocation
Education
Florida State University 2000 — 2002
Certificate: Financial Planning
Saint Bonaventure University 1987 — 1991
BBA, Marketing
Dan Stusnick Dan Stusnick's Smith Barney Experience 1990 - November 1992
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Patrick Darsey Patrick Darsey's Smith Barney Experience January 2008 - May 2008
Job General Manager at DoorDash
Industry Internet
Experience
DoorDash August 2015 - Present
Buffalo Bicycles and World Bicycle Relief September 2013 - July 2015
Gamma Group Marketing August 2012 - July 2013
Deloitte Consulting February 2010 - July 2012
H.C. Brill May 2008 - December 2008
Smith Barney January 2008 - May 2008
Skills
Financial Modeling, Entrepreneurship, Data Analysis, Analysis, Program Management, Management Consulting, Business Strategy, Microsoft Excel, Marketing, Analytics, Problem Solving, Team Leadership, Teamwork, Modeling, Critical Thinking, Financial Management, Budgeting, Microsoft Office, Quickbooks, HTML, Photoshop, Marketing Research, Financial Analysis, Business Analysis, Excel, PowerPoint, Access, Word, Change Management, Market Research, VBA, Pricing, SQL, Brand Management, Business, Business Development, Budget Management, Operations Management
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Industrial Engineering
Oxford University 2008 — 2008
DoorDash August 2015 - Present
Buffalo Bicycles and World Bicycle Relief September 2013 - July 2015
Gamma Group Marketing August 2012 - July 2013
Deloitte Consulting February 2010 - July 2012
H.C. Brill May 2008 - December 2008
Smith Barney January 2008 - May 2008
Skills
Financial Modeling, Entrepreneurship, Data Analysis, Analysis, Program Management, Management Consulting, Business Strategy, Microsoft Excel, Marketing, Analytics, Problem Solving, Team Leadership, Teamwork, Modeling, Critical Thinking, Financial Management, Budgeting, Microsoft Office, Quickbooks, HTML, Photoshop, Marketing Research, Financial Analysis, Business Analysis, Excel, PowerPoint, Access, Word, Change Management, Market Research, VBA, Pricing, SQL, Brand Management, Business, Business Development, Budget Management, Operations Management
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Industrial Engineering
Oxford University 2008 — 2008
Vicki Rox Vicki Rox's Smith Barney Experience July 2008 - September 2008
Job Sales Manager at Amobee
Industry Marketing and Advertising
Experience
Amobee March 2014 - Present
VICE Media, LLC 2015 - 2015
Collective November 2011 - February 2014
DailyCandy February 2011 - November 2011
The Guardian.co.uk January 2010 - February 2011
Smith Barney July 2008 - September 2008
Children's Healthcare of Atlanta May 2008 - July 2008
Tour de Georgia April 2008 - May 2008
Blue Planet Run Foundation 2006 - 2007
Skills
comScore, Event Management, Sponsorship, Advertising, DoubleClick, Media Planning, Digital Media, Marketing, Digital Strategy, Digital Marketing, Media Buying, Integrated Marketing
Education
Georgia Institute of Technology 2004 — 2008
BS, Marketing
Atlanta International School
IB diploma
Amobee March 2014 - Present
VICE Media, LLC 2015 - 2015
Collective November 2011 - February 2014
DailyCandy February 2011 - November 2011
The Guardian.co.uk January 2010 - February 2011
Smith Barney July 2008 - September 2008
Children's Healthcare of Atlanta May 2008 - July 2008
Tour de Georgia April 2008 - May 2008
Blue Planet Run Foundation 2006 - 2007
Skills
comScore, Event Management, Sponsorship, Advertising, DoubleClick, Media Planning, Digital Media, Marketing, Digital Strategy, Digital Marketing, Media Buying, Integrated Marketing
Education
Georgia Institute of Technology 2004 — 2008
BS, Marketing
Atlanta International School
IB diploma
Carolyn Gaynoe's Smith Barney Experience 2008 - 2008
Job Institutional Business Development Raymond James (Financial Institutions Division)
Industry Financial Services
Experience
Raymond James Financial Inc. February 2014 - Present
FA Integrations 2012 - 2014
UBS Wealth Management 2010 - 2012
UBS Wealth Management 2008 - 2010
Smith Barney 2008 - 2008
TEKsystems 2006 - 2007
Education
Florida State University 2002 — 2005
Bachelor of Science, Major: Psychology
Raymond James Financial Inc. February 2014 - Present
FA Integrations 2012 - 2014
UBS Wealth Management 2010 - 2012
UBS Wealth Management 2008 - 2010
Smith Barney 2008 - 2008
TEKsystems 2006 - 2007
Education
Florida State University 2002 — 2005
Bachelor of Science, Major: Psychology
Ben Grunther Ben Grunther's Smith Barney Experience September 2007 - November 2007
Job State Reporting Analyst
Industry Information Technology and Services
Experience
Connections Academy March 2014 - Present
TEKsystems March 2013 - March 2014
TEKsystems May 2012 - March 2013
TEKsystems November 2009 - May 2012
Paramount Vending June 2007 - October 2009
Smith Barney September 2007 - November 2007
Skills
Databases, PeopleSoft, Vendor Management, Business Analysis, Business Intelligence, Conflict Resolution, Building Relationships, Highly detail oriented, Time Management, Customer Service, Sourcing, Recruiting, Team Building, Management, Sales, College Recruiting, Talent Management, Applicant Tracking..., Technical Recruiting, Networking, Interviews, Internet Recruiting, Prioritisation, Screening, Training, Screening Resumes, Team Leadership, Talent Acquisition, Employee Relations, Onboarding, Salesforce.com
Education
Frostburg State University 2004 — 2007
Bachelor, Economics
Arundel High School 1999 — 2003
Connections Academy March 2014 - Present
TEKsystems March 2013 - March 2014
TEKsystems May 2012 - March 2013
TEKsystems November 2009 - May 2012
Paramount Vending June 2007 - October 2009
Smith Barney September 2007 - November 2007
Skills
Databases, PeopleSoft, Vendor Management, Business Analysis, Business Intelligence, Conflict Resolution, Building Relationships, Highly detail oriented, Time Management, Customer Service, Sourcing, Recruiting, Team Building, Management, Sales, College Recruiting, Talent Management, Applicant Tracking..., Technical Recruiting, Networking, Interviews, Internet Recruiting, Prioritisation, Screening, Training, Screening Resumes, Team Leadership, Talent Acquisition, Employee Relations, Onboarding, Salesforce.com
Education
Frostburg State University 2004 — 2007
Bachelor, Economics
Arundel High School 1999 — 2003
Steven Facini, CRPC's Smith Barney Experience April 2006 - September 2009
Job CMO | Financial Services Marketing | Channel Marketing | Content Marketing | Retirement Marketing | Digital Marketing
Industry Marketing and Advertising
Experience
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
Erenik Nezaj, CPA's Smith Barney Experience 2007 - 2007
Job Equity Associate at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs November 2012 - Present
Ernst & Young September 2010 - November 2012
BDO Seidman, LLP January 2010 - September 2010
Smith Barney 2007 - 2007
Skills
US GAAP, Financial Reporting, Hedge Funds, Accounting, Internal Controls, Auditing, Derivatives, Financial Accounting, Financial Risk, Assurance, Business Valuation, CPA, Due Diligence, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Valuation, Tax Accounting, GAAP, Financial Statements
Education
Fordham University 2005 — 2009
BS, Accounting
Goldman Sachs November 2012 - Present
Ernst & Young September 2010 - November 2012
BDO Seidman, LLP January 2010 - September 2010
Smith Barney 2007 - 2007
Skills
US GAAP, Financial Reporting, Hedge Funds, Accounting, Internal Controls, Auditing, Derivatives, Financial Accounting, Financial Risk, Assurance, Business Valuation, CPA, Due Diligence, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Valuation, Tax Accounting, GAAP, Financial Statements
Education
Fordham University 2005 — 2009
BS, Accounting
Katie Swett's Smith Barney Experience June 2006 - August 2006
Job Senior Product Manager at Weebly
Industry Internet
Experience
Weebly May 2014 - Present
Weebly August 2012 - Present
IBM Interactive May 2011 - August 2012
Register.com February 2011 - April 2011
Register.com June 2009 - October 2010
Northwestern Mutual May 2008 - December 2008
U.S. Fund for UNICEF January 2008 - May 2008
Smith Barney June 2006 - August 2006
Skills
E-commerce, Strategic Partnerships, Analytics, Social Media Marketing, Business Development, B2B, Account Management, Product Marketing, Project Management, Advertising, SaaS, Product Management, B2B Marketing, Web Marketing, Sales, Marketing
Education
General Assembly 2013 — 2014
Front-End Web Development
Tufts University 2005 — 2009
BA, International Relations
Ridgefield High School
Weebly May 2014 - Present
Weebly August 2012 - Present
IBM Interactive May 2011 - August 2012
Register.com February 2011 - April 2011
Register.com June 2009 - October 2010
Northwestern Mutual May 2008 - December 2008
U.S. Fund for UNICEF January 2008 - May 2008
Smith Barney June 2006 - August 2006
Skills
E-commerce, Strategic Partnerships, Analytics, Social Media Marketing, Business Development, B2B, Account Management, Product Marketing, Project Management, Advertising, SaaS, Product Management, B2B Marketing, Web Marketing, Sales, Marketing
Education
General Assembly 2013 — 2014
Front-End Web Development
Tufts University 2005 — 2009
BA, International Relations
Ridgefield High School
beverly shean's Smith Barney Experience July 2004 - November 2008
Job Registered Client Service Associate at Raymond James & Associates
Industry Financial Services
Experience
Raymond James November 2008 - Present
Smith Barney July 2004 - November 2008
Skills
Finance, Financial Advisory, Securities, Insurance, Financial Analysis, Customer Service, Mortgage Lending, Series 7, Asset Allocation, Retirement, Strategic Planning, Investments, Banking, Sales, Loans, Marketing, Mutual Funds, Financial Reporting, Microsoft Excel, Microsoft Office, Series 63, Small Business, Uniform Combined State..., Wealth Management, Public Speaking, Retirement Planning, Event Planning
Education
Florida State University 1999 — 2001
Communications
Raymond James November 2008 - Present
Smith Barney July 2004 - November 2008
Skills
Finance, Financial Advisory, Securities, Insurance, Financial Analysis, Customer Service, Mortgage Lending, Series 7, Asset Allocation, Retirement, Strategic Planning, Investments, Banking, Sales, Loans, Marketing, Mutual Funds, Financial Reporting, Microsoft Excel, Microsoft Office, Series 63, Small Business, Uniform Combined State..., Wealth Management, Public Speaking, Retirement Planning, Event Planning
Education
Florida State University 1999 — 2001
Communications
Jeremy Nichols, CFP®, AIF® Jeremy Nichols, CFP®, AIF®'s Smith Barney Experience September 2004 - October 2009
Job Principal at Winchester Wealth Management
Industry Financial Services
Experience
Winchester Wealth Management October 2009 - Present
Smith Barney September 2004 - October 2009
Morgan Stanley February 2003 - September 2004
Education
William & Mary 1997 — 2002
BBA, Business-Finance
William & Mary 1997 — 2002
BA, Government
Georgetown University
Certificate, Financial Planning
Winchester Wealth Management October 2009 - Present
Smith Barney September 2004 - October 2009
Morgan Stanley February 2003 - September 2004
Education
William & Mary 1997 — 2002
BBA, Business-Finance
William & Mary 1997 — 2002
BA, Government
Georgetown University
Certificate, Financial Planning
Angela Queen's Smith Barney Experience 1997 - 1997
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2015 - Present
Deutsche Bank March 2004 - February 2015
NASD February 2001 - February 2004
CIBC World Markets January 2000 - January 2001
Scott & Stringfellow January 1998 - December 1999
Smith Barney 1997 - 1997
Skills
Hedge Funds, AML, Investment Banking, Capital Markets, FINRA, Securities, KYC, Series 7, Securities Regulation, Prime Brokerage
Education
George Mason University 1994 — 2004
MBA, Finance
George Mason University - School of Management 1994 — 2004
MBA, Finance
Deutsche Bank March 2015 - Present
Deutsche Bank March 2004 - February 2015
NASD February 2001 - February 2004
CIBC World Markets January 2000 - January 2001
Scott & Stringfellow January 1998 - December 1999
Smith Barney 1997 - 1997
Skills
Hedge Funds, AML, Investment Banking, Capital Markets, FINRA, Securities, KYC, Series 7, Securities Regulation, Prime Brokerage
Education
George Mason University 1994 — 2004
MBA, Finance
George Mason University - School of Management 1994 — 2004
MBA, Finance
Diego Patterson Diego Patterson's Smith Barney Experience 2008 - 2008
Job Director, Account Operations at FedBid, Inc.
Industry Internet
Experience
FedBid, Inc. December 2014 - Present
FedBid, Inc. January 2013 - Present
FedBid March 2012 - January 2013
FedBid February 2011 - March 2012
Sterling Foundation Management June 2009 - February 2011
Smith Barney 2008 - 2008
RBC Wealth Managment 2008 - 2008
Skills
New Business Development, Leadership, Risk Management, Marketing, Sales, Training, Public Speaking, Project Management, Business Strategy, Contract Negotiation, Entrepreneurship, Account Management, Microsoft Office, CRM, Business Development, Project Planning, Market Research, Spanish, Awesomeness, Process Improvement, Microsoft Excel, Social Media, Strategic Planning, Business Process..., Team Leadership, Team Building, Databases, Microsoft Word, Social Media Marketing, Marketing Strategy, Solution Selling, Program Management, Financial Analysis, Sales Management, Start-ups, Competitive Analysis, Strategy, E-commerce, Management Consulting, Time Management, Management, Analytics, Analysis, Business Analysis, Salesforce.com, Direct Sales, Data Analysis, Customer Service, Marketing Communications, Social Networking
Education
Georgetown University 2015 — 2015
Certificate, Business Administration and Management, General
Virginia Polytechnic Institute and State University 2006 — 2009
Business, Finance
FedBid, Inc. December 2014 - Present
FedBid, Inc. January 2013 - Present
FedBid March 2012 - January 2013
FedBid February 2011 - March 2012
Sterling Foundation Management June 2009 - February 2011
Smith Barney 2008 - 2008
RBC Wealth Managment 2008 - 2008
Skills
New Business Development, Leadership, Risk Management, Marketing, Sales, Training, Public Speaking, Project Management, Business Strategy, Contract Negotiation, Entrepreneurship, Account Management, Microsoft Office, CRM, Business Development, Project Planning, Market Research, Spanish, Awesomeness, Process Improvement, Microsoft Excel, Social Media, Strategic Planning, Business Process..., Team Leadership, Team Building, Databases, Microsoft Word, Social Media Marketing, Marketing Strategy, Solution Selling, Program Management, Financial Analysis, Sales Management, Start-ups, Competitive Analysis, Strategy, E-commerce, Management Consulting, Time Management, Management, Analytics, Analysis, Business Analysis, Salesforce.com, Direct Sales, Data Analysis, Customer Service, Marketing Communications, Social Networking
Education
Georgetown University 2015 — 2015
Certificate, Business Administration and Management, General
Virginia Polytechnic Institute and State University 2006 — 2009
Business, Finance
Andrew Huang, CFA Andrew Huang, CFA's Smith Barney Experience June 2005 - August 2005
Job Sr Financial Analyst at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services August 2015 - Present
Michaels Companies, Inc. December 2013 - July 2015
University of Phoenix December 2012 - October 2013
Quest Diagnostics June 2012 - December 2012
Nabors Industries September 2005 - June 2010
Smith Barney June 2005 - August 2005
Skills
Market Research, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Bloomberg, Corporate Finance, Economics, Bloomberg Terminal, Equities, VBA, Financial Reporting, Asset Managment, Equity Research, Internal Controls, Asset Management, Sarbanes-Oxley Act, Private Equity, Accounting, Forecasting, SEC filings, Financial Accounting, Mergers & Acquisitions, Internal Audit, Auditing, Cost Accounting, Cash Flow, Managerial Finance, Analysis, GAAP, Account Reconciliation, Finance, Strategic Financial..., Investments, Management, Variance Analysis, Risk Management, Leadership, Financial Statement..., US GAAP, Business Valuation, Portfolio Management, Financial Forecasting, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master in Business Administration, Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Bachelor's Degree, Finance
Toyota Financial Services August 2015 - Present
Michaels Companies, Inc. December 2013 - July 2015
University of Phoenix December 2012 - October 2013
Quest Diagnostics June 2012 - December 2012
Nabors Industries September 2005 - June 2010
Smith Barney June 2005 - August 2005
Skills
Market Research, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Bloomberg, Corporate Finance, Economics, Bloomberg Terminal, Equities, VBA, Financial Reporting, Asset Managment, Equity Research, Internal Controls, Asset Management, Sarbanes-Oxley Act, Private Equity, Accounting, Forecasting, SEC filings, Financial Accounting, Mergers & Acquisitions, Internal Audit, Auditing, Cost Accounting, Cash Flow, Managerial Finance, Analysis, GAAP, Account Reconciliation, Finance, Strategic Financial..., Investments, Management, Variance Analysis, Risk Management, Leadership, Financial Statement..., US GAAP, Business Valuation, Portfolio Management, Financial Forecasting, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master in Business Administration, Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
Bachelor's Degree, Finance
Matthew Iskric Matthew Iskric's Smith Barney Experience January 1992 - January 1994
Job Retiree at Retired most happily
Industry Financial Services
Experience
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Craig Marcello Craig Marcello's Smith Barney Experience March 1998 - November 2003
Job Development Director/National Fundraising Manager
Industry Nonprofit Organization Management
Experience
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Morgan Stanley Wealth Management January 2013 - May 2015
University of Phoenix October 2010 - July 2013
Marcello Consulting Group September 2011 - January 2013
Capital Growth Partners of Louisiana May 2009 - June 2012
Merrill Lynch July 2010 - May 2011
UBS Wealth Management November 2003 - March 2009
Smith Barney March 1998 - November 2003
Merrill Lynch October 1994 - March 1998
Skills
Asset Managment, Strategic Planning, Sales Management, Business Strategy, Business Planning, Strategic Financial..., Team Leadership, Investments, Account Management, Public Speaking, Finance, Financial Analysis, Risk Management, Retirement, Leadership, Underwriting, Loans, Asset Management, Small Business, Financial Planning
Education
George Mason University 1990 — 1992
M.B.A., Finance
Louisiana State University 1980 — 1989
B.A., International Trade & Finance
Robert Woodworth's Smith Barney Experience January 1979 - January 1985
Job Partner, "Impact Legacy Partners, LLC.....Owner, Western Energy Advisors
Industry Philanthropy
Experience
Impact Legacy Partners' LLC PartnerImpact Legacy Partners, LLC2010 - 2013
Western Energy Advisors, LLC March 2003 - May 2012
PMC 2001 - 2010
ACS Corporation January 1997 - January 1998
Trust Company of America December 1989 - June 1996
CEO, Trust Company of America (Holding Company) January 1988 - January 1996
Trust Company of America 1988 - 1996
Lincoln Trust Company January 1985 - January 1987
Smith Barney January 1979 - January 1985
NYSE retail brokerage June 1979 - March 1984
Skills
Mergers, Due Diligence, Venture Capital, Business Strategy, Hedge Funds, New Business Development, Start-ups, Management, Mergers & Acquisitions, Real Estate, Private Equity, Entrepreneurship, Investments, Finance, Executive Management, Business Development, Small Business, Strategic Planning, Financial Services, Contract Negotiation, Marketing Strategy
Education
Franklin & Marshall College 1970 — 1973
Business
N. Highlands 1967 — 1970
Franklin & Marshal College
Accounting, Business Administration
Impact Legacy Partners' LLC PartnerImpact Legacy Partners, LLC2010 - 2013
Western Energy Advisors, LLC March 2003 - May 2012
PMC 2001 - 2010
ACS Corporation January 1997 - January 1998
Trust Company of America December 1989 - June 1996
CEO, Trust Company of America (Holding Company) January 1988 - January 1996
Trust Company of America 1988 - 1996
Lincoln Trust Company January 1985 - January 1987
Smith Barney January 1979 - January 1985
NYSE retail brokerage June 1979 - March 1984
Skills
Mergers, Due Diligence, Venture Capital, Business Strategy, Hedge Funds, New Business Development, Start-ups, Management, Mergers & Acquisitions, Real Estate, Private Equity, Entrepreneurship, Investments, Finance, Executive Management, Business Development, Small Business, Strategic Planning, Financial Services, Contract Negotiation, Marketing Strategy
Education
Franklin & Marshall College 1970 — 1973
Business
N. Highlands 1967 — 1970
Franklin & Marshal College
Accounting, Business Administration
William Shirley William Shirley's Smith Barney Experience February 2006 - June 2009
Job President at Self Employed Internet Marketing
Industry Internet
Experience
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Self Employed Internet Marketing August 2012 - Present
Newbridge Securities April 2010 - August 2012
GunnAllen Financial July 2009 - March 2010
Smith Barney February 2006 - June 2009
BankAtlantic February 2005 - January 2006
BankUnited June 2004 - February 2005
BankAtlantic May 2003 - May 2004
AXA Advisors January 2002 - May 2003
Prudential Securities November 1999 - November 2001
Executive Data Systems March 1999 - November 1999
Skills
Investments, Strategic Financial..., Insurance, Sales, Email Marketing, Finance, Public Speaking, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Financial Advisory, Investment Strategies, Securities, Portfolio Management, Wealth, Asset Allocation, Asset Management, Fixed Annuities, Retirement, Investment Advisory, Equities, Alternative Investments, Financial Services, Bonds, 401k, Financial Planning
Education
Georgia Institute of Technology 1970 — 1972
Electrical and Electronics Engineering
F. T. Wills High School 1967 — 1970
HS Diploma, Academics
Ken Shafarman Ken Shafarman's Smith Barney Experience October 2002 - June 2007
Job Sr. Vice President at NYPPEX providing liquidity in the secondary private equity markets
Industry Venture Capital & Private Equity
Experience
NYPPEX July 2007 - Present
Smith Barney October 2002 - June 2007
Ethan Allen March 2000 - August 2002
Dianon Systems 1998 - 2000
GE Investment Corp February 1994 - March 1998
GE 1979 - 1998
General Electric July 1979 - February 1994
Education
Syracuse University 1987 — 1989
M.S.
Georgetown University 1975 — 1979
B.S.
NYPPEX July 2007 - Present
Smith Barney October 2002 - June 2007
Ethan Allen March 2000 - August 2002
Dianon Systems 1998 - 2000
GE Investment Corp February 1994 - March 1998
GE 1979 - 1998
General Electric July 1979 - February 1994
Education
Syracuse University 1987 — 1989
M.S.
Georgetown University 1975 — 1979
B.S.
Matt Parent's Smith Barney Experience February 1995 - July 2004
Job Proprietor/Consultant at Hospitality Hotels Resorts
Industry Hospitality
Experience
Hospitality - Hotels - Resorts March 2012 - Present
Grace Hotels February 2011 - October 2011
RBC Wealth Management July 2004 - February 2011
Smith Barney February 1995 - July 2004
Prudential Securities August 1993 - February 1995
Bitter End Yacht Club January 1991 - May 1993
Indian River Plantation Resort (Hutchinson Island Marriott) September 1988 - December 1990
South Seas Resort May 1981 - November 1987
Don Cesar 1987 - 1987
Skills
Microsoft Office, Word, Budgets, Asset Managment, Team Building, Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Microsoft Excel, Outlook, Investments, Portfolio Management, Forecasting, Public Speaking, PowerPoint, Sales Management, Hospitality, Hotels, Managerial Finance, Credit, Accounting, Resorts, Mergers & Acquisitions, Training, Microsoft Word, Management, Marketing, Property Management..., Human Resources, Operations Management, Rooms Division
Education
Florida State University 1976 — 1980
BA, Business
Florida State University 1976 — 1980
Bachelor of Science, Business - Hotel Restaurant Administration
Hospitality - Hotels - Resorts March 2012 - Present
Grace Hotels February 2011 - October 2011
RBC Wealth Management July 2004 - February 2011
Smith Barney February 1995 - July 2004
Prudential Securities August 1993 - February 1995
Bitter End Yacht Club January 1991 - May 1993
Indian River Plantation Resort (Hutchinson Island Marriott) September 1988 - December 1990
South Seas Resort May 1981 - November 1987
Don Cesar 1987 - 1987
Skills
Microsoft Office, Word, Budgets, Asset Managment, Team Building, Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Microsoft Excel, Outlook, Investments, Portfolio Management, Forecasting, Public Speaking, PowerPoint, Sales Management, Hospitality, Hotels, Managerial Finance, Credit, Accounting, Resorts, Mergers & Acquisitions, Training, Microsoft Word, Management, Marketing, Property Management..., Human Resources, Operations Management, Rooms Division
Education
Florida State University 1976 — 1980
BA, Business
Florida State University 1976 — 1980
Bachelor of Science, Business - Hotel Restaurant Administration
Susan Saunders, WMS Susan Saunders, WMS's Smith Barney Experience November 1994 - July 2005
Job Senior Vice President, Investments / Wealth Management Specialist / Investment Management Consultant at Raymond James
Industry Financial Services
Experience
Raymond James July 2005 - Present
Smith Barney November 1994 - July 2005
Prudential Securities March 1993 - November 1994
Prudential Securities February 1992 - March 1993
Prudential Financial June 1990 - February 1992
Education
University of North Florida - College of Business Administration 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Georgia Southern University 1981 — 1984
Accounting and Finance
Raymond James July 2005 - Present
Smith Barney November 1994 - July 2005
Prudential Securities March 1993 - November 1994
Prudential Securities February 1992 - March 1993
Prudential Financial June 1990 - February 1992
Education
University of North Florida - College of Business Administration 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Georgia Southern University 1981 — 1984
Accounting and Finance
Holly Reusing, PhD Holly Reusing, PhD's Smith Barney Experience January 1995 - May 1997
Job Owner, Gracie Barra Martial Arts Corona & Riverside, Direct Recruiting, Inc. (Member, Pacifica Alum Assoc)
Industry Human Resources
Experience
Pacifica Graduate Institute 2011 - Present
Gracie Barra Corona August 2007 - Present
Direct Recruiting Services, Inc. May 1997 - Present
Smith Barney January 1995 - May 1997
Gentry Financial Corporation 1992 - 1995
The Hugh Bowman Company 1986 - 1992
Skills
Psychology, Adults, Sports, Coaching, Public Speaking, Martial Arts, Psychotherapy, Self Defense, Teaching, Athletics, Wellness, Fitness, Personal Development, Strength Training, Training, Leadership Development, Self-esteem, Treatment, Brazilian Jiu-Jitsu, Sales, Team Building, Counseling Psychology, Networking, Group Therapy, Kickboxing, Holistic Health, Stress Management, Family Therapy, Mental Health, Executive Coaching, Life Transitions, Mindfulness
Education
Pacifica Graduate Institute 2005 — 2014
Doctorate, Psychology-Jungian
Pacifica Graduate Institute 2006 — 2008
MA, Jungian Psychology
Pacifica Graduate Institute 2003 — 2005
MA, Marriage and Family Therapy
Georgia State University 1987 — 1991
BS, Psychology
Pacifica Graduate Institute 2011 - Present
Gracie Barra Corona August 2007 - Present
Direct Recruiting Services, Inc. May 1997 - Present
Smith Barney January 1995 - May 1997
Gentry Financial Corporation 1992 - 1995
The Hugh Bowman Company 1986 - 1992
Skills
Psychology, Adults, Sports, Coaching, Public Speaking, Martial Arts, Psychotherapy, Self Defense, Teaching, Athletics, Wellness, Fitness, Personal Development, Strength Training, Training, Leadership Development, Self-esteem, Treatment, Brazilian Jiu-Jitsu, Sales, Team Building, Counseling Psychology, Networking, Group Therapy, Kickboxing, Holistic Health, Stress Management, Family Therapy, Mental Health, Executive Coaching, Life Transitions, Mindfulness
Education
Pacifica Graduate Institute 2005 — 2014
Doctorate, Psychology-Jungian
Pacifica Graduate Institute 2006 — 2008
MA, Jungian Psychology
Pacifica Graduate Institute 2003 — 2005
MA, Marriage and Family Therapy
Georgia State University 1987 — 1991
BS, Psychology
Erik Heger Erik Heger's Smith Barney Experience May 2004 - October 2006
Job Investment Associate with Fitzpatrick Partners at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2006 - Present
Smith Barney May 2004 - October 2006
AT&T Wireless October 2002 - May 2004
Education
Fordham Gabelli School of Business 2008 — 2011
M.B.A., Finance & Marketing
Rutgers University-New Brunswick 1998 — 2002
B.A., Communications
UBS Financial Services Inc. October 2006 - Present
Smith Barney May 2004 - October 2006
AT&T Wireless October 2002 - May 2004
Education
Fordham Gabelli School of Business 2008 — 2011
M.B.A., Finance & Marketing
Rutgers University-New Brunswick 1998 — 2002
B.A., Communications
Kenneth Hittel Kenneth Hittel's Smith Barney Experience September 2003 - February 2004
Job Scientific Analyst at HQ USAF/A9
Industry Military
Experience
HQ USAF/A9 March 2009 - Present
CACI April 2008 - April 2009
The AEgis Technologies Group, Inc. October 2004 - April 2008
Smith Barney September 2003 - February 2004
Channell Communications, Inc. June 2000 - September 2001
Skills
Analysis, Operations Research, Air Force, Strategy, Integration, Data Analysis, Project Planning, Mathematical Modeling, Simulations, Business Analysis, Financial Analysis, Project Management, Training, Joint Campaign Analysis, Strategic Planning, Team Leadership, Cross-functional Team..., Management, Qualitative Research
Education
Georgetown University 2012 — 2015
Master's degree, Mathematics and Statistics
New York Institute of Technology 2004 — 2006
MBA, Business
The Johns Hopkins University 1998 — 2003
Bachelor of Science, Computer Science
HQ USAF/A9 March 2009 - Present
CACI April 2008 - April 2009
The AEgis Technologies Group, Inc. October 2004 - April 2008
Smith Barney September 2003 - February 2004
Channell Communications, Inc. June 2000 - September 2001
Skills
Analysis, Operations Research, Air Force, Strategy, Integration, Data Analysis, Project Planning, Mathematical Modeling, Simulations, Business Analysis, Financial Analysis, Project Management, Training, Joint Campaign Analysis, Strategic Planning, Team Leadership, Cross-functional Team..., Management, Qualitative Research
Education
Georgetown University 2012 — 2015
Master's degree, Mathematics and Statistics
New York Institute of Technology 2004 — 2006
MBA, Business
The Johns Hopkins University 1998 — 2003
Bachelor of Science, Computer Science
Brice Orrell Brice Orrell's Smith Barney Experience January 1994 - March 1996
Job Healthcare Liaison at Orexo AB
Industry Pharmaceuticals
Experience
Orexo AB March 2014 - Present
PDI, Inc. December 2012 - December 2013
Inventiv contract with Boehringer Ingelheim October 2011 - July 2012
Abbott Laboratories February 2008 - March 2011
Forest Therapeutics October 2000 - June 2007
Douglas County Bank June 1998 - October 2000
Attkisson, Carter & Akers March 1996 - June 1998
Smith Barney January 1994 - March 1996
Skills
Sales Operations, New Business Development, Cold Calling, Strategy, New product launch, Sales, Medical Devices, Start-ups, Product Development, Leadership, CRM, Forecasting, Sales Force Development, Training, Management, OB/GYN, Product Launch, Negotiation
Education
Georgia Southern University - College of Business Administration 1990 — 1992
BBA, Finance, 3.49
Georgia State University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Orexo AB March 2014 - Present
PDI, Inc. December 2012 - December 2013
Inventiv contract with Boehringer Ingelheim October 2011 - July 2012
Abbott Laboratories February 2008 - March 2011
Forest Therapeutics October 2000 - June 2007
Douglas County Bank June 1998 - October 2000
Attkisson, Carter & Akers March 1996 - June 1998
Smith Barney January 1994 - March 1996
Skills
Sales Operations, New Business Development, Cold Calling, Strategy, New product launch, Sales, Medical Devices, Start-ups, Product Development, Leadership, CRM, Forecasting, Sales Force Development, Training, Management, OB/GYN, Product Launch, Negotiation
Education
Georgia Southern University - College of Business Administration 1990 — 1992
BBA, Finance, 3.49
Georgia State University 1985 — 1990
Bachelor of Business Administration (BBA), Finance, General
Barbara Griffin, CIMA®, CPWA® Barbara Griffin, CIMA®, CPWA®'s Smith Barney Experience July 1987 - June 2009
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
Smith Barney July 1987 - June 2009
Skills
Asset Allocation, Investments, Finance, Investment Management, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Retirement Planning, Risk Management, Due Diligence
Education
Furman University 1976 — 1980
BA, International Relations
Robert W. Baird & Co. June 2009 - Present
Smith Barney July 1987 - June 2009
Skills
Asset Allocation, Investments, Finance, Investment Management, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Retirement Planning, Risk Management, Due Diligence
Education
Furman University 1976 — 1980
BA, International Relations
Nikhil Arora's Smith Barney Experience September 2004 - June 2006
Job Assistant Vice President at Citi
Industry Capital Markets
Experience
Citi 2013 - Present
Citi 2006 - 2013
Smith Barney September 2004 - June 2006
Bill Blass Jeans January 2004 - September 2004
Skills
CDS, High Yield, Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Series 63, Series 7, Investments, Credit, Capital IQ, Relationship Management, Investment Banking, Loans, Wealth Management, Hedge Funds, Equities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Citi 2013 - Present
Citi 2006 - 2013
Smith Barney September 2004 - June 2006
Bill Blass Jeans January 2004 - September 2004
Skills
CDS, High Yield, Capital Markets, Fixed Income, Financial Analysis, Bloomberg, Portfolio Management, Series 63, Series 7, Investments, Credit, Capital IQ, Relationship Management, Investment Banking, Loans, Wealth Management, Hedge Funds, Equities
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint John's University - Peter J. Tobin College of Business 2002 — 2006
BS, Finance
Robert Stank Robert Stank's Smith Barney Experience May 1994 - June 1995
Job Chief Operating Officer at Crossmedia
Industry Marketing and Advertising
Experience
Crossmedia May 2014 - Present
Crossmedia February 2012 - May 2014
Aegis Media Americas November 1998 - February 2011
TIAA-CREF January 1998 - October 1998
EMI Music Publishing June 1995 - December 1997
Smith Barney May 1994 - June 1995
Skills
Web Analytics, Analytics, E-commerce, Digital Strategy, Digital Marketing, Boating, Technological Innovation, Information Security, Leadership, Management, Information Technology, Drifting, Graffiti, Strategic IT Management, Laser Safety, Offshore Drilling, Rodeo, Start-ups, Blacksmithing, Strategy, Wrestling, Marketing, Advertising, IT Service Management, Digital Media, Security, CRM, Interactive Marketing, Media Buying, SEM, Integrated Marketing, PPC, Nuclear Safety, Beekeeping, Bonsai, Foreign Military Sales, Animal Husbandry, Weapons Handling, Jet Ski, Ninja Skills, Zombies, Tap Dance, Teaching English as a..., Nitrous Oxide, Jazz Education, Zumba Instruction
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Fordham University 1990 — 1994
BS, Management Information Systems
Loyola Blakefield 1986 — 1990
HS Diploma
Crossmedia May 2014 - Present
Crossmedia February 2012 - May 2014
Aegis Media Americas November 1998 - February 2011
TIAA-CREF January 1998 - October 1998
EMI Music Publishing June 1995 - December 1997
Smith Barney May 1994 - June 1995
Skills
Web Analytics, Analytics, E-commerce, Digital Strategy, Digital Marketing, Boating, Technological Innovation, Information Security, Leadership, Management, Information Technology, Drifting, Graffiti, Strategic IT Management, Laser Safety, Offshore Drilling, Rodeo, Start-ups, Blacksmithing, Strategy, Wrestling, Marketing, Advertising, IT Service Management, Digital Media, Security, CRM, Interactive Marketing, Media Buying, SEM, Integrated Marketing, PPC, Nuclear Safety, Beekeeping, Bonsai, Foreign Military Sales, Animal Husbandry, Weapons Handling, Jet Ski, Ninja Skills, Zombies, Tap Dance, Teaching English as a..., Nitrous Oxide, Jazz Education, Zumba Instruction
Education
Fordham University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
Fordham University 1990 — 1994
BS, Management Information Systems
Loyola Blakefield 1986 — 1990
HS Diploma
Kelly Caffrey (Joinnides)'s Smith Barney Experience 2000 - 2001
Job B2B Marketer leading a high performing team responsible for Lead Generation, Brand Advertising, and Digital Marketing
Industry Financial Services
Experience
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
TD Ameritrade Institutional September 2011 - Present
TD Ameritrade July 2009 - November 2011
Pershing LLC, an affiliate of The Bank of New York Mellon June 2006 - July 2009
Deloitte 2005 - 2006
Deloitte 2001 - 2005
Smith Barney 2000 - 2001
Smith Barney 1996 - 2001
Skills
Marketing Strategy, Product Marketing, Financial Services, Marketing Communications, Social Media Marketing, Content Strategy, integrated marketing, advertising, brand management, Integrated Marketing, Advertising, Corporate Communications, Digital Marketing, Social Media, Brand Management, Lead Generation, Segmentation
Education
Fordham Gabelli School of Business 2001 — 2008
MBA, Marketing
Saint Michael's College 1991 — 1995
Bachelor of Arts (B.A.), English Literature
Summit High School 1987 — 1992
Jon Christopher Jon Christopher's Smith Barney Experience June 2008 - December 2008
Job Finance Manager at The Home Depot
Industry Retail
Experience
The Home Depot January 2015 - Present
The Home Depot December 2013 - December 2014
The Home Depot October 2012 - December 2013
The Home Depot August 2011 - October 2012
Utilities Analyses, Inc. 2009 - August 2011
Smith Barney June 2008 - December 2008
Smith Barney May 2007 - August 2007
Smith Barney June 2005 - August 2005
Skills
Analysis, Process Improvement, Project Management, Access, Microsoft Excel, Strategic Planning, Negotiation, Data Analysis, Finance, Microsoft Office, Financial Reporting, Financial Analysis, Business Analysis, Forecasting, Microsoft SQL Server, Budget Process, Team-oriented, Teradata, Tableau
Education
Georgia Institute of Technology 2004 — 2008
BS, Management, Finance
Georgia Institute of Technology - Georgia Tech College of Management 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
The Home Depot January 2015 - Present
The Home Depot December 2013 - December 2014
The Home Depot October 2012 - December 2013
The Home Depot August 2011 - October 2012
Utilities Analyses, Inc. 2009 - August 2011
Smith Barney June 2008 - December 2008
Smith Barney May 2007 - August 2007
Smith Barney June 2005 - August 2005
Skills
Analysis, Process Improvement, Project Management, Access, Microsoft Excel, Strategic Planning, Negotiation, Data Analysis, Finance, Microsoft Office, Financial Reporting, Financial Analysis, Business Analysis, Forecasting, Microsoft SQL Server, Budget Process, Team-oriented, Teradata, Tableau
Education
Georgia Institute of Technology 2004 — 2008
BS, Management, Finance
Georgia Institute of Technology - Georgia Tech College of Management 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Matthew P. Burke Matthew P. Burke's Smith Barney Experience May 2006 - June 2007
Job BNP Paribas Merchant Banking Group
Industry Financial Services
Experience
BNP Paribas April 2014 - Present
GE Antares Capital & TMT Sponsor Finance August 2011 - April 2014
Prudence Holdings February 2011 - October 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Smith Barney May 2006 - June 2007
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S.B.A., Finance, International Business, Government
St. John's Preparatory School 1999 — 2003
BNP Paribas April 2014 - Present
GE Antares Capital & TMT Sponsor Finance August 2011 - April 2014
Prudence Holdings February 2011 - October 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Smith Barney May 2006 - June 2007
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S.B.A., Finance, International Business, Government
St. John's Preparatory School 1999 — 2003
Cassidy Herrold's Smith Barney Experience January 2007 - May 2007
Job Art Director + Photographer
Industry Marketing and Advertising
Experience
Mountain View Group August 2015 - Present
BauerHaus Creative September 2013 - Present
Island Realty February 2010 - August 2012
Patrick Properties Hospitality Group September 2009 - December 2010
Andy Thomas Productions LLC November 2009 - February 2010
My DigitalAd May 2008 - August 2008
Smith Barney January 2007 - May 2007
McNeil Technologies May 2006 - July 2006
Skills
Marketing, Social Media, InDesign, Google Analytics, Social Media Marketing, Adobe Creative Suite, Microsoft Office, Graphic Design, Photoshop, Customer Service, Illustrator, Online Advertising, Facebook, Public Relations, WordPress, Email Marketing, Advertising, Dreamweaver, Flash, Google Adwords, Online Marketing, Digital Printing, Social Networking, Photography, CSS, PowerPoint, Microsoft Excel, Microsoft Word, Web Design, User Experience Design, Event Planning, SEO, Management, Press Releases, Multimedia, Leadership, Public Speaking, Brand Awareness, Event Management, Strategic Planning, Marketing Communications, Digital Marketing, Python, HTML, Strategy, Analytics, Marketing Strategy, Web Development
Education
Savannah College of Art and Design 2012 — 2013
Master of Arts (M.A.), Advertising
Harvard University 2011 — 2012
Extension School, Digital Communication and Web Technologies
Georgia Institute of Technology 2005 — 2009
B.S., Business Management - Marketing
Mountain View Group August 2015 - Present
BauerHaus Creative September 2013 - Present
Island Realty February 2010 - August 2012
Patrick Properties Hospitality Group September 2009 - December 2010
Andy Thomas Productions LLC November 2009 - February 2010
My DigitalAd May 2008 - August 2008
Smith Barney January 2007 - May 2007
McNeil Technologies May 2006 - July 2006
Skills
Marketing, Social Media, InDesign, Google Analytics, Social Media Marketing, Adobe Creative Suite, Microsoft Office, Graphic Design, Photoshop, Customer Service, Illustrator, Online Advertising, Facebook, Public Relations, WordPress, Email Marketing, Advertising, Dreamweaver, Flash, Google Adwords, Online Marketing, Digital Printing, Social Networking, Photography, CSS, PowerPoint, Microsoft Excel, Microsoft Word, Web Design, User Experience Design, Event Planning, SEO, Management, Press Releases, Multimedia, Leadership, Public Speaking, Brand Awareness, Event Management, Strategic Planning, Marketing Communications, Digital Marketing, Python, HTML, Strategy, Analytics, Marketing Strategy, Web Development
Education
Savannah College of Art and Design 2012 — 2013
Master of Arts (M.A.), Advertising
Harvard University 2011 — 2012
Extension School, Digital Communication and Web Technologies
Georgia Institute of Technology 2005 — 2009
B.S., Business Management - Marketing
Andrew Paolillo, CFA Andrew Paolillo, CFA's Smith Barney Experience 2004 - 2004
Job VP, Senior Portfolio Manager at Ross, Sinclaire & Associates, LLC
Industry Banking
Experience
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Ross, Sinclaire & Associates, LLC 2013 - Present
Rocky Hill Advisors 2008 - 2013
J.P. Morgan (formerly Bear Stearns) 2005 - 2008
Bear Stearns 2004 - 2005
Smith Barney 2004 - 2004
Skills
Fixed Income, Portfolio Management, Asset Liability..., Risk Management, Interest Rate Risk..., Community Banking, Asset Allocation, Relationship Management, Investment Policy, Agency MBS, Municipal Bonds, Credit Analysis, Trading, Credit Trading, Trading Systems, Mortgage Banking, Stress Testing, Liquidity, Capital Markets, Bloomberg, Credit, Derivatives, ALM
Education
Fordham University 2000 — 2004
B.S., Business Administration: Finance & Marketing
St. Anthony's HS 1996 — 2000
Clarke Holt's Smith Barney Experience March 1999 - June 2003
Job Wealth Advisor
Industry Investment Management
Experience
Vickery Financial Services, Inc. June 2003 - Present
Smith Barney March 1999 - June 2003
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Fixed Income, Retirement, Wealth Management..., Investment Management, 401k, Financial Planning
Education
Georgia Southwestern State University 1992 — 1996
BBA, Finance
Southland Academy
Vickery Financial Services, Inc. June 2003 - Present
Smith Barney March 1999 - June 2003
Skills
Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Fixed Income, Retirement, Wealth Management..., Investment Management, 401k, Financial Planning
Education
Georgia Southwestern State University 1992 — 1996
BBA, Finance
Southland Academy
Deanna (Weiss) Rodriguez, Executive MBA's Smith Barney Experience January 2001 - January 2007
Job Executive Vice President at PinnacleCare
Industry Health, Wellness and Fitness
Experience
PinnacleCare March 2015 - Present
Morgan Stanley Private Wealth Management January 2007 - February 2015
Smith Barney January 2001 - January 2007
Smith Barney January 1986 - January 2001
Skills
Wealth Management, Branch Management, Business Strategy, Team Leadership, P&L Mangement and..., Business Planning, Operations Management, Strategic Planning, Project Management, Product Management, Mentoring, Luxury Lifestyle, Lifestyle Management, Vendor Management, Strategy, Financial Services, Finance, Securities, Business Development, Risk Management, Private Equity, Mergers & Acquisitions, Management, Asset Management, Equities, Training, FINRA, Investments
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Executive MBA, Business & Marketing Dual Concentration
Roosevelt University 2007 — 2008
Bachelors Professional Studies, Organizational Leadership
PinnacleCare March 2015 - Present
Morgan Stanley Private Wealth Management January 2007 - February 2015
Smith Barney January 2001 - January 2007
Smith Barney January 1986 - January 2001
Skills
Wealth Management, Branch Management, Business Strategy, Team Leadership, P&L Mangement and..., Business Planning, Operations Management, Strategic Planning, Project Management, Product Management, Mentoring, Luxury Lifestyle, Lifestyle Management, Vendor Management, Strategy, Financial Services, Finance, Securities, Business Development, Risk Management, Private Equity, Mergers & Acquisitions, Management, Asset Management, Equities, Training, FINRA, Investments
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Executive MBA, Business & Marketing Dual Concentration
Roosevelt University 2007 — 2008
Bachelors Professional Studies, Organizational Leadership
Jon Carroll's Smith Barney Experience May 1998 - September 1998
Job Employer/Employee First Employee Benefit Advisor
Industry Insurance
Experience
Van Meter Insurance Group/Houchens Insurance Group/Roeding Insurance Group July 2007 - Present
Humana August 2006 - August 2007
Wyeth Pharmaceuticals July 1998 - July 2006
Smith Barney May 1998 - September 1998
Skills
Retail, Construction, Fully Insured, Wholesale, Employee Benefits, Self-funded, Risk Management, Automotive, Ready Mix Concrete, School Districts, Fiscal Policy, Davis Bacon Prevailing..., Insurance, Strategic Planning, Commercial Insurance, Underwriting, Sales, Health Insurance, Professional Liability, New Business Development, Management, Contract Negotiation, Negotiation, Small Business, Team Building, Customer Service, Life Insurance, Training, Sales Management, Workers Compensation, Property & Casualty..., Leadership, Disability Insurance, Marketing, Brokers
Education
Georgetown College 1994 — 1999
Finance & Economics, Economics Finance Major History Minor
James A Cawood High School 1993 — 1994
Economics, Business/Managerial Economics
Harlan High School 1982 — 1994
Business, Business
Van Meter Insurance Group/Houchens Insurance Group/Roeding Insurance Group July 2007 - Present
Humana August 2006 - August 2007
Wyeth Pharmaceuticals July 1998 - July 2006
Smith Barney May 1998 - September 1998
Skills
Retail, Construction, Fully Insured, Wholesale, Employee Benefits, Self-funded, Risk Management, Automotive, Ready Mix Concrete, School Districts, Fiscal Policy, Davis Bacon Prevailing..., Insurance, Strategic Planning, Commercial Insurance, Underwriting, Sales, Health Insurance, Professional Liability, New Business Development, Management, Contract Negotiation, Negotiation, Small Business, Team Building, Customer Service, Life Insurance, Training, Sales Management, Workers Compensation, Property & Casualty..., Leadership, Disability Insurance, Marketing, Brokers
Education
Georgetown College 1994 — 1999
Finance & Economics, Economics Finance Major History Minor
James A Cawood High School 1993 — 1994
Economics, Business/Managerial Economics
Harlan High School 1982 — 1994
Business, Business
Stephan Connelly, CFA's Smith Barney Experience May 2007 - August 2007
Job Vice President at Star Mountain Capital, LLC
Industry Venture Capital & Private Equity
Experience
Star Mountain Capital, LLC May 2015 - Present
Newbury Partners January 2012 - May 2015
PricewaterhouseCoopers September 2010 - December 2011
LBC Credit Partners May 2008 - August 2008
Smith Barney May 2007 - August 2007
Aberdeen Asset Management June 2006 - August 2006
Skills
Venture Capital, Private Equity, Financial Analysis, Financial Modeling, Capital IQ, Bloomberg Terminal, LBO, Secondaries, Alternative Investments, Structured Finance, Structured Products, Accounting, Valuation, Investments, Portfolio Management, Due Diligence, Fixed Income, Corporate Finance, Bloomberg
Education
Villanova University 2009 — 2010
Masters, Accounting and Professional Consultancy
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Finance, Operations and Information Management
Episcopal Academy 2001 — 2005
Star Mountain Capital, LLC May 2015 - Present
Newbury Partners January 2012 - May 2015
PricewaterhouseCoopers September 2010 - December 2011
LBC Credit Partners May 2008 - August 2008
Smith Barney May 2007 - August 2007
Aberdeen Asset Management June 2006 - August 2006
Skills
Venture Capital, Private Equity, Financial Analysis, Financial Modeling, Capital IQ, Bloomberg Terminal, LBO, Secondaries, Alternative Investments, Structured Finance, Structured Products, Accounting, Valuation, Investments, Portfolio Management, Due Diligence, Fixed Income, Corporate Finance, Bloomberg
Education
Villanova University 2009 — 2010
Masters, Accounting and Professional Consultancy
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Finance, Operations and Information Management
Episcopal Academy 2001 — 2005
Richard Ebaugh Richard Ebaugh's Smith Barney Experience May 2004 - July 2006
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Edward Jones April 2014 - Present
Morgan Stanley Wealth Management May 2013 - April 2014
Fidelity Investments June 2008 - May 2013
Fidelity Investments August 2006 - May 2013
Smith Barney May 2004 - July 2006
Skills
Investments, Wealth Management, Sales, Retirement, Finance, Strategic Financial..., New Business Development, Estate Planning
Education
Florida State University 2010 — 2012
Master of Business Administration (M.B.A.)
University of South Florida - College of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, Economics
Indian River Community College 2002 — 2003
Associate of Arts (AA), Finance
Donald Morris Donald Morris's Smith Barney Experience 1994 - 2009
Job Morris Financial Group at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC March 2009 - Present
FINRA June 2000 - Present
Smith Barney 1994 - 2009
Skills
Retirement Planning, Series 7, Estate Planning, Asset Allocation, Mutual Funds, Investments, Asset Managment, 401k, IRAs, 401k Rollovers, Financial Services, Portfolio Management, Equities, Long-term Care, Life Insurance, Bonds, Variable Annuities, Investment Management, ETFs, Wealth Management..., Wealth, Succession Planning, Investment Strategies, Fixed Annuities, Securities, Investment Advisory, Insurance, Strategic Financial..., Financial Advisory, Wealth Management, Retirement, Asset Management, Series 63
Education
Franklin University 1978 — 1981
Bachelor of Science
The Ohio State University
Raymond James Financial Services, Inc. Member FINRA/SIPC March 2009 - Present
FINRA June 2000 - Present
Smith Barney 1994 - 2009
Skills
Retirement Planning, Series 7, Estate Planning, Asset Allocation, Mutual Funds, Investments, Asset Managment, 401k, IRAs, 401k Rollovers, Financial Services, Portfolio Management, Equities, Long-term Care, Life Insurance, Bonds, Variable Annuities, Investment Management, ETFs, Wealth Management..., Wealth, Succession Planning, Investment Strategies, Fixed Annuities, Securities, Investment Advisory, Insurance, Strategic Financial..., Financial Advisory, Wealth Management, Retirement, Asset Management, Series 63
Education
Franklin University 1978 — 1981
Bachelor of Science
The Ohio State University
David A. Schombert David A. Schombert's Smith Barney Experience October 1996 - May 2007
Job Founder & CIO at Metropolitan Capital Strategies
Industry Investment Management
Experience
Metropolitan Capital Strategies May 2007 - Present
Smith Barney October 1996 - May 2007
Education
George Mason University
Metropolitan Capital Strategies May 2007 - Present
Smith Barney October 1996 - May 2007
Education
George Mason University
Bryan Keller's Smith Barney Experience June 2008 - August 2008
Job Manager, Operational Analytics and Reporting at Goodwill Industries of the Southern Piedmont
Industry Nonprofit Organization Management
Experience
Goodwill Industries of the Southern Piedmont November 2013 - Present
Goodwill Industries of the Southern Piedmont November 2011 - August 2012
Charlotte Mecklenburg Schools October 2009 - June 2011
The Paladin Newspaper August 2008 - May 2009
Furman University September 2005 - May 2009
Smith Barney June 2008 - August 2008
The Paladin Newspaper August 2007 - May 2008
The Archimedes Palimpsest Project August 2007 - May 2008
Habitat for Humanity of Matthews June 2004 - August 2004
Skills
SAS, Stata, R, Access, PowerPoint, Data Analysis, Microsoft Excel, Statistics, Research, Teaching, Tutoring, Time Series Analysis, Data Mining, Labor Economics, Regression Analysis, SAS E-Miner, Decision Trees, Neural Networks, Cluster Analysis, Public Speaking, Grant Writing, Nonprofits, Community Outreach, Microsoft Office, Event Planning
Education
University of North Carolina at Greensboro 2012 — 2013
Master of Arts (MA), Applied Economics
Furman University 2005 — 2009
B.S., Mathematics-Economics
Goodwill Industries of the Southern Piedmont November 2013 - Present
Goodwill Industries of the Southern Piedmont November 2011 - August 2012
Charlotte Mecklenburg Schools October 2009 - June 2011
The Paladin Newspaper August 2008 - May 2009
Furman University September 2005 - May 2009
Smith Barney June 2008 - August 2008
The Paladin Newspaper August 2007 - May 2008
The Archimedes Palimpsest Project August 2007 - May 2008
Habitat for Humanity of Matthews June 2004 - August 2004
Skills
SAS, Stata, R, Access, PowerPoint, Data Analysis, Microsoft Excel, Statistics, Research, Teaching, Tutoring, Time Series Analysis, Data Mining, Labor Economics, Regression Analysis, SAS E-Miner, Decision Trees, Neural Networks, Cluster Analysis, Public Speaking, Grant Writing, Nonprofits, Community Outreach, Microsoft Office, Event Planning
Education
University of North Carolina at Greensboro 2012 — 2013
Master of Arts (MA), Applied Economics
Furman University 2005 — 2009
B.S., Mathematics-Economics
Peter Zucco's Smith Barney Experience August 1997 - April 2000
Job Senior Regional Vice President at Northstar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
Tim Intemann Tim Intemann's Smith Barney Experience 1993 - 1994
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo & Company June 1998 - Present
Pershing LLC 1994 - 1998
Smith Barney 1993 - 1994
Skills
Banking, Financial Analysis, Credit, Loans, Credit Analysis, Credit Risk, Capital Markets, Essbase, Commercial Lending, Securities, Equities, Financial Modeling, Treasury Management, Finance, Financial Services
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Niagara University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo & Company June 1998 - Present
Pershing LLC 1994 - 1998
Smith Barney 1993 - 1994
Skills
Banking, Financial Analysis, Credit, Loans, Credit Analysis, Credit Risk, Capital Markets, Essbase, Commercial Lending, Securities, Equities, Financial Modeling, Treasury Management, Finance, Financial Services
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Niagara University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Chris Osborne, CFP Chris Osborne, CFP's Smith Barney Experience September 2005 - February 2007
Job Financial Advisor
Industry Financial Services
Experience
at a national financial service firm October 2009 - Present
Morgan Stanley March 2007 - October 2009
Smith Barney September 2005 - February 2007
Smith Barney November 2002 - September 2005
Smith Barney June 1999 - November 2002
Smith Barney November 1996 - June 1999
Smith Barney April 1977 - November 1996
Education
George Mason University 1973 — 1974
Bachelor of Science, Business Administration
at a national financial service firm October 2009 - Present
Morgan Stanley March 2007 - October 2009
Smith Barney September 2005 - February 2007
Smith Barney November 2002 - September 2005
Smith Barney June 1999 - November 2002
Smith Barney November 1996 - June 1999
Smith Barney April 1977 - November 1996
Education
George Mason University 1973 — 1974
Bachelor of Science, Business Administration
Nancy Hoehler Nancy Hoehler's Smith Barney Experience 1989 - 1994
Job Managing Partner at ShimmerNYC
Industry Events Services
Experience
ShimmerNYC February 2012 - Present
Intuition Financial Placement April 2007 - February 2012
Bear Stearns February 1994 - February 2004
Smith Barney 1989 - 1994
Skills
Equities, Trading, Portfolio Management, Investments, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Asset Managment, Financial Markets, Bloomberg, Alternative Investments, Private Equity, Series 63, Derivatives, Series 7, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
Master of Business Administration (MBA), Finance, General
ShimmerNYC February 2012 - Present
Intuition Financial Placement April 2007 - February 2012
Bear Stearns February 1994 - February 2004
Smith Barney 1989 - 1994
Skills
Equities, Trading, Portfolio Management, Investments, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Asset Managment, Financial Markets, Bloomberg, Alternative Investments, Private Equity, Series 63, Derivatives, Series 7, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 1994 — 1997
Master of Business Administration (MBA), Finance, General
Robert Vogt Robert Vogt's Smith Barney Experience April 1983 - May 2003
Job Investment Manager at Capital Asset
Industry Investment Management
Experience
Capital Asset July 2013 - Present
Fairchilds Market June 2007 - July 2013
Smith Barney April 1983 - May 2003
Skills
Food, Restaurants, Cooking, Catering, Food & Beverage, Equity Trading, Culinary Skills, Menu Development, Food Service, Recipes, Food Safety, Cuisine, Food Industry, Financial Planners, Investment Advice, Investments, Sales, Management, Leadership, Marketing
Education
Fordham University 1978 — 1980
Master of Business Administration (MBA), Finance/ Marketing
University of Richmond 1974 — 1978
Bachelor's Degree, Economics
Millburn High School 1971 — 1974
High School
Capital Asset July 2013 - Present
Fairchilds Market June 2007 - July 2013
Smith Barney April 1983 - May 2003
Skills
Food, Restaurants, Cooking, Catering, Food & Beverage, Equity Trading, Culinary Skills, Menu Development, Food Service, Recipes, Food Safety, Cuisine, Food Industry, Financial Planners, Investment Advice, Investments, Sales, Management, Leadership, Marketing
Education
Fordham University 1978 — 1980
Master of Business Administration (MBA), Finance/ Marketing
University of Richmond 1974 — 1978
Bachelor's Degree, Economics
Millburn High School 1971 — 1974
High School
Atila G. Memisha's Smith Barney Experience September 2005 - May 2006
Job Treasury Analyst at Warner Music Group
Industry Financial Services
Experience
Warner Music Group October 2011 - Present
The Metropolitan Museum of Art July 2007 - October 2011
Smith Barney September 2005 - May 2006
Fordham University September 2003 - June 2004
Skills
Financial Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Accounting, Analysis, Microsoft Word, Access, Public Speaking, Budgets, Risk Management, Customer Service, Italian, Financial Reporting, English, Strategic Planning, Nonprofits, Forecasting, Accounts Receivable, Treasury Management, Finance, Account Reconciliation, Financial Modeling, Social Media, QuickBooks, Data Analysis, Management, Treasury, Project Management, Market Research, Corporate Finance, Policy, Banking, General Ledger, Accounts Payable, Negotiation, Event Management, Outlook, Financial Accounting, Cash Management, Leadership, Auditing
Education
Fordham University 2002 — 2006
Business, Finance/ Italian
Fordham University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Warner Music Group October 2011 - Present
The Metropolitan Museum of Art July 2007 - October 2011
Smith Barney September 2005 - May 2006
Fordham University September 2003 - June 2004
Skills
Financial Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Accounting, Analysis, Microsoft Word, Access, Public Speaking, Budgets, Risk Management, Customer Service, Italian, Financial Reporting, English, Strategic Planning, Nonprofits, Forecasting, Accounts Receivable, Treasury Management, Finance, Account Reconciliation, Financial Modeling, Social Media, QuickBooks, Data Analysis, Management, Treasury, Project Management, Market Research, Corporate Finance, Policy, Banking, General Ledger, Accounts Payable, Negotiation, Event Management, Outlook, Financial Accounting, Cash Management, Leadership, Auditing
Education
Fordham University 2002 — 2006
Business, Finance/ Italian
Fordham University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
Gene Cunningham Gene Cunningham's Smith Barney Experience 1990 - 1997
Job Fixed Income Trader at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
Laneeca Taylor Laneeca Taylor's Smith Barney Experience January 2005 - January 2010
Job Vice President / Senior Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Smith Barney January 2005 - January 2010
Smith Barney September 1994 - January 2005
Skills
Series 3, Series 7, Series 66, Series 8, Securities, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Investment Advisory, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Series 24, Series 65, Financial Services, AML, Risk Management, Strategic Financial..., Retirement Planning
Education
Gadsden State Community College
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Smith Barney January 2005 - January 2010
Smith Barney September 1994 - January 2005
Skills
Series 3, Series 7, Series 66, Series 8, Securities, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Investment Advisory, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Series 24, Series 65, Financial Services, AML, Risk Management, Strategic Financial..., Retirement Planning
Education
Gadsden State Community College
Tiffany D. Kelley's Smith Barney Experience 2002 - 2005
Job Associate Vice President, Stock Compensation Administration at Primerica
Industry Financial Services
Experience
Primerica 2012 - Present
TSYS 2008 - 2012
CDC Software February 2007 - September 2008
The Home Depot 2006 - 2007
E*Trade Financial April 2005 - August 2006
Smith Barney 2002 - 2005
Skills
Project Management, Efficient Microsoft..., Equity Edge, BNY Mellon Automated..., ADP, Ultipro, Sapphire, Vendor Management, Process Improvement, Cross-functional Team..., Benefits Administration, Executive Pay, Deferred Compensation, Financial Services, Proxy, 10b5-1 Plans, Transfer Agency, Implementation..., RFP Design, Supervising Others, Equities, Human Resources, HRIS, Relationship Management, Incentive Programs, Compensation, Management, Leadership, Employee Benefits, Talent Management, Payroll, Program Management
Education
Georgia Southern University
Bachelor's of Business Administration
Primerica 2012 - Present
TSYS 2008 - 2012
CDC Software February 2007 - September 2008
The Home Depot 2006 - 2007
E*Trade Financial April 2005 - August 2006
Smith Barney 2002 - 2005
Skills
Project Management, Efficient Microsoft..., Equity Edge, BNY Mellon Automated..., ADP, Ultipro, Sapphire, Vendor Management, Process Improvement, Cross-functional Team..., Benefits Administration, Executive Pay, Deferred Compensation, Financial Services, Proxy, 10b5-1 Plans, Transfer Agency, Implementation..., RFP Design, Supervising Others, Equities, Human Resources, HRIS, Relationship Management, Incentive Programs, Compensation, Management, Leadership, Employee Benefits, Talent Management, Payroll, Program Management
Education
Georgia Southern University
Bachelor's of Business Administration
Rich K. Ohanian, CPA's Smith Barney Experience September 2005 - December 2005
Job Senior Manager, Wealth & Asset Management, Financial Services Office at Ernst & Young
Industry Financial Services
Experience
EY September 2008 - Present
TheMarkets.com September 2007 - September 2008
Ernst & Young June 2007 - August 2007
UBS December 2006 - May 2007
Maier, Markey, & Menashi, LLP (M Group) January 2006 - December 2006
Smith Barney September 2005 - December 2005
Skills
Microsoft Office, Financial Modeling, DCF, Bloomberg, Factset, Wall Street Office, Advent Geneva, Quickbooks, Valuation, Private Equity, Distressed Debt, Restructuring, US GAAP, Financial Reporting, Product Development, Alternative Investments, Hedge Funds, Fixed Income, Investment Companies, Credit Derivatives, ABS, CDS, Corporates
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
M.B.A., Finance and Business Economics
Fordham University 2004 — 2007
B.S., Public Accounting, International Business
Kellenberg Memorial High School 2000 — 2004
EY September 2008 - Present
TheMarkets.com September 2007 - September 2008
Ernst & Young June 2007 - August 2007
UBS December 2006 - May 2007
Maier, Markey, & Menashi, LLP (M Group) January 2006 - December 2006
Smith Barney September 2005 - December 2005
Skills
Microsoft Office, Financial Modeling, DCF, Bloomberg, Factset, Wall Street Office, Advent Geneva, Quickbooks, Valuation, Private Equity, Distressed Debt, Restructuring, US GAAP, Financial Reporting, Product Development, Alternative Investments, Hedge Funds, Fixed Income, Investment Companies, Credit Derivatives, ABS, CDS, Corporates
Education
Fordham University - Graduate School of Business Administration 2007 — 2008
M.B.A., Finance and Business Economics
Fordham University 2004 — 2007
B.S., Public Accounting, International Business
Kellenberg Memorial High School 2000 — 2004
Dimitri Magradze's Smith Barney Experience June 2005 - September 2005
Job CPC at Federal Reserve Bank
Industry Banking
Experience
Federal Reserve Bank of Atlanta September 2014 - Present
Federal Reserve Bank of Atlanta September 2008 - Present
Dep. of Banking and Finance November 2005 - January 2010
SMITH BARNEY June 2005 - September 2005
Georgia State University July 2003 - September 2005
Smith Barney March 2004 - December 2004
Skills
Credit Risk, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Regulatory Reporting, Financial Reporting, Enterprise Risk..., Internal Audit, Regulatory Liaison, Regulatory Analysis, Risk Management
Education
Federal Reserve System 2008 — 2011
Commissioning Program, Bank Regulation
Georgia State University 2002 — 2005
MBA / MIB (Masters of International Business), Finance
Georgia State University
M.B.A; Master of Business Administration, Finance
Georgia State University
M.I.B. (Masters of International Business), International Business
University of West Georgia 1997 — 2001
BBA, Finance
State University of West Georgia
B.B.A; Bachelor of Business Administration, Finance
Federal Reserve Bank of Atlanta September 2014 - Present
Federal Reserve Bank of Atlanta September 2008 - Present
Dep. of Banking and Finance November 2005 - January 2010
SMITH BARNEY June 2005 - September 2005
Georgia State University July 2003 - September 2005
Smith Barney March 2004 - December 2004
Skills
Credit Risk, Banking, Financial Analysis, Financial Modeling, Credit Analysis, Regulatory Reporting, Financial Reporting, Enterprise Risk..., Internal Audit, Regulatory Liaison, Regulatory Analysis, Risk Management
Education
Federal Reserve System 2008 — 2011
Commissioning Program, Bank Regulation
Georgia State University 2002 — 2005
MBA / MIB (Masters of International Business), Finance
Georgia State University
M.B.A; Master of Business Administration, Finance
Georgia State University
M.I.B. (Masters of International Business), International Business
University of West Georgia 1997 — 2001
BBA, Finance
State University of West Georgia
B.B.A; Bachelor of Business Administration, Finance
Jim Bach's Smith Barney Experience 1999 - 2005
Job Home and Marine Service
Industry Construction
Experience
Jimmy's Home and Marine January 2011 - Present
Applied Computing Technologies 2009 - November 2010
Cantrell Cutter Printing January 2007 - December 2008
Wachovia Securities, LLC 2005 - 2007
Smith Barney 1999 - 2005
Skills
Marketing, Series 7, Strategic Planning, Financial Analysis, Risk Management, Business Development, Leadership, Contract Negotiation, Investments, Change Management, Project Management, Proposal Writing, Management, Program Management, Executive Management, Process Improvement, Team Building, Strategy, Maintenance & Repair, Operations Management, Painting
Education
George Mason University 1983 — 1985
Northern Virginia Community College 1981 — 1983
Business Administration
Jimmy's Home and Marine January 2011 - Present
Applied Computing Technologies 2009 - November 2010
Cantrell Cutter Printing January 2007 - December 2008
Wachovia Securities, LLC 2005 - 2007
Smith Barney 1999 - 2005
Skills
Marketing, Series 7, Strategic Planning, Financial Analysis, Risk Management, Business Development, Leadership, Contract Negotiation, Investments, Change Management, Project Management, Proposal Writing, Management, Program Management, Executive Management, Process Improvement, Team Building, Strategy, Maintenance & Repair, Operations Management, Painting
Education
George Mason University 1983 — 1985
Northern Virginia Community College 1981 — 1983
Business Administration
Merav Brown's Smith Barney Experience September 2003 - May 2006
Job ManagerNorth America Benefits and Global Equity at Unilever
Industry Human Resources
Experience
Unilever July 2013 - Present
Unilever March 2008 - Present
Time Warner June 2006 - March 2008
Smith Barney September 2003 - May 2006
Skills
Employee Benefits
Education
Fordham Gabelli School of Business 1998 — 2001
Unilever July 2013 - Present
Unilever March 2008 - Present
Time Warner June 2006 - March 2008
Smith Barney September 2003 - May 2006
Skills
Employee Benefits
Education
Fordham Gabelli School of Business 1998 — 2001
Chris Lanza's Smith Barney Experience August 2005 - December 2006
Job Derivatives at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management April 2012 - Present
Morgan Stanley August 2007 - April 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley August 2007 - December 2009
Smith Barney August 2005 - December 2006
Education
Fordham University 2003 — 2007
Bachelor's Degree
Och-Ziff Capital Management April 2012 - Present
Morgan Stanley August 2007 - April 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley August 2007 - December 2009
Smith Barney August 2005 - December 2006
Education
Fordham University 2003 — 2007
Bachelor's Degree
Ernest Rockey's Smith Barney Experience May 1991 - October 1994
Job Investment Counselor at Old Dominion Capital Management, Inc.
Industry Financial Services
Experience
Old Dominion Capital Management, Inc. December 2009 - Present
Charles Schwab & Co, Inc. February 1996 - October 2009
Smith Barney May 1991 - October 1994
Skills
Portfolio Management, Financial Planning
Education
La Salle University 1983 — 1987
Georgetown University - The McDonough School of Business
Certificate, Financial Planning
Old Dominion Capital Management, Inc. December 2009 - Present
Charles Schwab & Co, Inc. February 1996 - October 2009
Smith Barney May 1991 - October 1994
Skills
Portfolio Management, Financial Planning
Education
La Salle University 1983 — 1987
Georgetown University - The McDonough School of Business
Certificate, Financial Planning
Jey Purushotham's Smith Barney Experience January 2001 - October 2002
Job
Industry Financial Services
Experience
NYSE Regulation 2013 - 2015
New York Stock Exchange 2009 - 2013
New York Stock Exchange 2007 - 2009
New York Stock Exchange 2004 - 2007
Beckett Law Group March 2003 - November 2003
Smith Barney January 2001 - October 2002
Merrill Lynch July 1999 - January 2001
Skills
Management, Equities, Financial Markets, Financial Analysis, Series 7, Capital Markets, Analytics, Investment Banking, Financial Modeling, Analysis, Portfolio Management, Fixed Income, Finance, Trading, Derivatives, Securities, Valuation
Education
Fordham Gabelli School of Business 2007 — 2010
MBA
Tufts University 1995 — 1999
BA
NYSE Regulation 2013 - 2015
New York Stock Exchange 2009 - 2013
New York Stock Exchange 2007 - 2009
New York Stock Exchange 2004 - 2007
Beckett Law Group March 2003 - November 2003
Smith Barney January 2001 - October 2002
Merrill Lynch July 1999 - January 2001
Skills
Management, Equities, Financial Markets, Financial Analysis, Series 7, Capital Markets, Analytics, Investment Banking, Financial Modeling, Analysis, Portfolio Management, Fixed Income, Finance, Trading, Derivatives, Securities, Valuation
Education
Fordham Gabelli School of Business 2007 — 2010
MBA
Tufts University 1995 — 1999
BA
Tamir Assas's Smith Barney Experience July 2007 - December 2008
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
Desiree Nunes's Smith Barney Experience January 2007 - August 2007
Job Private Wealth Associate
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
New England Securities June 2009 - June 2013
AXA Advisors June 2008 - December 2008
UBS Wealth Management September 2007 - April 2008
Smith Barney January 2007 - August 2007
Mamaroneck Village Tile June 2006 - May 2007
Henri Bendel March 2005 - December 2005
McDonald's owner operator October 2000 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales
Education
Fordham University 2004 — 2008
BS
Merrill Lynch July 2013 - Present
New England Securities June 2009 - June 2013
AXA Advisors June 2008 - December 2008
UBS Wealth Management September 2007 - April 2008
Smith Barney January 2007 - August 2007
Mamaroneck Village Tile June 2006 - May 2007
Henri Bendel March 2005 - December 2005
McDonald's owner operator October 2000 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Securities, Sales
Education
Fordham University 2004 — 2008
BS
Kim Rehm's Smith Barney Experience August 2002 - June 2009
Job Manager, Equity & International Compensation at Xylem Inc.
Industry Financial Services
Experience
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Ryan Hogan's Smith Barney Experience September 2000 - October 2003
Job Pharmaceuticals
Industry Pharmaceuticals
Experience
Regenax Pharmaceuticals January 2008 - Present
Smith Barney September 2000 - October 2003
Morgan Stanley May 1998 - September 2000
Skills
Strategic Planning, Pharmaceutics, Pharmaceutical Industry, Management, Pharmacy, Leadership, Healthcare Management, Medicine, Pain Management, Hospitals, Clinical Research, Customer Service, Nutrition, Team Building, Public Speaking, Healthcare
Education
Florida State University - College of Business 1993 — 1998
Finance, Marketing, International Business Majors
Regenax Pharmaceuticals January 2008 - Present
Smith Barney September 2000 - October 2003
Morgan Stanley May 1998 - September 2000
Skills
Strategic Planning, Pharmaceutics, Pharmaceutical Industry, Management, Pharmacy, Leadership, Healthcare Management, Medicine, Pain Management, Hospitals, Clinical Research, Customer Service, Nutrition, Team Building, Public Speaking, Healthcare
Education
Florida State University - College of Business 1993 — 1998
Finance, Marketing, International Business Majors
Christopher Remillard's Smith Barney Experience March 1999 - November 2005
Job Director Product Management
Industry Financial Services
Experience
Fidelity Investments - Fidelity Institutional Product July 2013 - Present
Fidelity Investments - National Financial August 2008 - July 2013
Fidelity Investments - National Financial April 2007 - July 2008
Fidelity Investments - National Financial March 2006 - April 2007
Smith Barney March 1999 - November 2005
Skills
Business Analysis, Business Development, Equities, Finance, Financial Planning, Fixed Income
Education
Framingham State University 1993 — 1997
Business/Managerial Economics
Fidelity Investments - Fidelity Institutional Product July 2013 - Present
Fidelity Investments - National Financial August 2008 - July 2013
Fidelity Investments - National Financial April 2007 - July 2008
Fidelity Investments - National Financial March 2006 - April 2007
Smith Barney March 1999 - November 2005
Skills
Business Analysis, Business Development, Equities, Finance, Financial Planning, Fixed Income
Education
Framingham State University 1993 — 1997
Business/Managerial Economics
Jeffrey Archer's Smith Barney Experience August 1986 - February 1996
Job Assistant Vice President at MetLife
Industry Financial Services
Experience
MetLife August 2013 - Present
Lutheran Medical Center November 2004 - August 2013
NBTY February 2003 - September 2004
Cushman & Wakefield September 2001 - February 2003
Arrow Electronics August 1996 - August 2002
Smith Barney August 1986 - February 1996
Skills
Payroll Operations, Payroll Taxes, ERP System..., Project Management, Multi-state Payroll, Lawson HR Suite, Payroll Conversions, Payroll Analysis, Kronos, Internal Controls, Lawson HRIS, Process Improvement, Ceridian, ERP, HRIS, Multi-State Sales Tax, Payroll, Software Documentation, Accounting, Human Resources
Education
Fordham Gabelli School of Business 1987 — 1992
MBA, Finance
Syracuse University 1979 — 1984
BA, Economics
MetLife August 2013 - Present
Lutheran Medical Center November 2004 - August 2013
NBTY February 2003 - September 2004
Cushman & Wakefield September 2001 - February 2003
Arrow Electronics August 1996 - August 2002
Smith Barney August 1986 - February 1996
Skills
Payroll Operations, Payroll Taxes, ERP System..., Project Management, Multi-state Payroll, Lawson HR Suite, Payroll Conversions, Payroll Analysis, Kronos, Internal Controls, Lawson HRIS, Process Improvement, Ceridian, ERP, HRIS, Multi-State Sales Tax, Payroll, Software Documentation, Accounting, Human Resources
Education
Fordham Gabelli School of Business 1987 — 1992
MBA, Finance
Syracuse University 1979 — 1984
BA, Economics
Richard Sweeney's Smith Barney Experience July 1996 - April 1997
Job MiddleRock Partners, LLC
Industry Financial Services
Experience
MiddleRock Partners May 2015 - Present
Morgan Stanley June 2009 - October 2014
Citi February 2001 - June 2009
CDMS, Inc. September 1998 - February 2001
The Hampshire Company April 1997 - September 1998
Smith Barney July 1996 - April 1997
PwC January 1988 - November 1995
Education
Fordham University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Accounting, Cum Laude
MiddleRock Partners May 2015 - Present
Morgan Stanley June 2009 - October 2014
Citi February 2001 - June 2009
CDMS, Inc. September 1998 - February 2001
The Hampshire Company April 1997 - September 1998
Smith Barney July 1996 - April 1997
PwC January 1988 - November 1995
Education
Fordham University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Accounting, Cum Laude
Robert Romano's Smith Barney Experience January 2002 - August 2009
Job Head of Equity Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
Olma Fuentes's Smith Barney Experience May 2008 - August 2008
Job Global Knowledge Manager, Energy at Korn Ferry
Industry Management Consulting
Experience
Korn Ferry February 2015 - Present
Korn Ferry May 2014 - Present
Reputation Institute March 2012 - May 2014
Reputation Institute July 2010 - March 2012
Telsey Advisory Group September 2008 - May 2009
Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Economics, Equities, Research, Market Research, Microsoft Excel, Consulting, Presentations, Qualitative Research, Equity Research, Report Writing, Writing, Magazine Management, Case Studies, Editorial Process, Management, Content Management, Content Production, Finance, Management Consulting, Data Analysis, Analytics, Project Management, Market Analysis, Competitive Analysis, PowerPoint, Reputation Management, Reputation, Financial Analysis, Financial Accounting, Conducting Interviews, Client Presentation, Copy Editing, Creative Writing, Business Writing, Quantitative Research, Competitive Intelligence, Strategy, Analysis, Interviews
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance
Williams College 1999 — 2003
B.A., American Studies
Korn Ferry February 2015 - Present
Korn Ferry May 2014 - Present
Reputation Institute March 2012 - May 2014
Reputation Institute July 2010 - March 2012
Telsey Advisory Group September 2008 - May 2009
Smith Barney May 2008 - August 2008
Skills
Financial Modeling, Economics, Equities, Research, Market Research, Microsoft Excel, Consulting, Presentations, Qualitative Research, Equity Research, Report Writing, Writing, Magazine Management, Case Studies, Editorial Process, Management, Content Management, Content Production, Finance, Management Consulting, Data Analysis, Analytics, Project Management, Market Analysis, Competitive Analysis, PowerPoint, Reputation Management, Reputation, Financial Analysis, Financial Accounting, Conducting Interviews, Client Presentation, Copy Editing, Creative Writing, Business Writing, Quantitative Research, Competitive Intelligence, Strategy, Analysis, Interviews
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Master of Business Administration (MBA), Finance
Williams College 1999 — 2003
B.A., American Studies
Paul Greathouse's Smith Barney Experience June 2005 - August 2005
Job Manager at Garber Reporting Service
Industry Food & Beverages
Experience
Garber Reporting Service December 2012 - Present
Whole Foods Market October 2012 - December 2012
Parson Produce January 2011 - February 2012
Red Fern Farm September 2010 - November 2010
Towers Watson January 2009 - May 2010
Litus Advisors June 2008 - December 2008
Inmar February 2008 - September 2008
GNI Capital, Inc. January 2007 - April 2007
Smith Barney June 2005 - August 2005
Skills
Strategic Planning, Customer Service, Forecasting, Marketing, Investments, Process Improvement, Analysis, Hedge Funds, Valuation, Asset Allocation, Finance, Leadership, Financial Modeling, Public Speaking, Financial Analysis
Education
Furman University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration
Garber Reporting Service December 2012 - Present
Whole Foods Market October 2012 - December 2012
Parson Produce January 2011 - February 2012
Red Fern Farm September 2010 - November 2010
Towers Watson January 2009 - May 2010
Litus Advisors June 2008 - December 2008
Inmar February 2008 - September 2008
GNI Capital, Inc. January 2007 - April 2007
Smith Barney June 2005 - August 2005
Skills
Strategic Planning, Customer Service, Forecasting, Marketing, Investments, Process Improvement, Analysis, Hedge Funds, Valuation, Asset Allocation, Finance, Leadership, Financial Modeling, Public Speaking, Financial Analysis
Education
Furman University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration
Sarah Bauerle's Smith Barney Experience March 2006 - Present
Job Consulting Group Analyst at Smith Barney
Industry Investment Management
Experience
Smith Barney March 2006 - Present
Education
Villanova University 2002 — 2005
BA, Economics, Political Science, Environmental Studies
Georgetown University 2001 — 2001
Central Bucks West High School 1999 — 2001
n/a
Smith Barney March 2006 - Present
Education
Villanova University 2002 — 2005
BA, Economics, Political Science, Environmental Studies
Georgetown University 2001 — 2001
Central Bucks West High School 1999 — 2001
n/a
Michelle Steinhaus's Smith Barney Experience 2001 - 2008
Job Branch Manager at The Arlington Group Investment Consulting, LLC.
Industry Financial Services
Experience
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
Greg Gammer's Smith Barney Experience February 2004 - April 2006
Job Senior Business Analyst Consultant at INVeSHARE, Inc.
Industry Information Technology and Services
Experience
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
Adam Wood, CFA's Smith Barney Experience April 2002 - September 2002
Job Vice President Wealth Management at Citi
Industry Financial Services
Experience
Citigroup September 2003 - Present
Smith Barney April 2002 - September 2002
Education
Fordham Gabelli School of Business 2005 — 2007
Loyola University Maryland 1999 — 2003
Bachelors, Finance
mildred strang
yhs
Citigroup September 2003 - Present
Smith Barney April 2002 - September 2002
Education
Fordham Gabelli School of Business 2005 — 2007
Loyola University Maryland 1999 — 2003
Bachelors, Finance
mildred strang
yhs
Lee Perkins's Smith Barney Experience July 2007 - December 2009
Job President of JL Perkins Wealth Management
Industry Financial Services
Experience
JL Perkins Wealth Management January 2014 - Present
Cold Stone Creamery 2006 - Present
Christy Capital Management January 2010 - January 2014
Smith Barney July 2007 - December 2009
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., IRAs, Finance, Financial Planners, Insurance, 401k Rollovers, Financial Planning, Microsoft Excel, Strategic Planning, Management
Education
Georgia College and State University 1990 — 1993
Business Management
Mercer University 1988 — 1990
JL Perkins Wealth Management January 2014 - Present
Cold Stone Creamery 2006 - Present
Christy Capital Management January 2010 - January 2014
Smith Barney July 2007 - December 2009
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., IRAs, Finance, Financial Planners, Insurance, 401k Rollovers, Financial Planning, Microsoft Excel, Strategic Planning, Management
Education
Georgia College and State University 1990 — 1993
Business Management
Mercer University 1988 — 1990
Chris Ferris's Smith Barney Experience May 2006 - May 2007
Job Assistant Vice President at Bank of America Merrill Lynch Investment Management & Guidance
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
John Hancock Funds, LLC March 2011 - August 2012
Fred Alger Management September 2009 - July 2010
Fred Alger Management, Inc. May 2007 - September 2009
Smith Barney May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Managment, Mutual Funds, Series 7, Bloomberg, Investment Management, Asset Allocation, Investments, Equities, Portfolio Management, Series 63, Asset Management, Research, Hedge Funds, Financial Services, Fixed Income
Education
Fordham Gabelli School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Gettysburg College 2000 — 2004
Bachelor's degree, Business Management
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
John Hancock Funds, LLC March 2011 - August 2012
Fred Alger Management September 2009 - July 2010
Fred Alger Management, Inc. May 2007 - September 2009
Smith Barney May 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Alternative Investments, Asset Managment, Mutual Funds, Series 7, Bloomberg, Investment Management, Asset Allocation, Investments, Equities, Portfolio Management, Series 63, Asset Management, Research, Hedge Funds, Financial Services, Fixed Income
Education
Fordham Gabelli School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.9
Gettysburg College 2000 — 2004
Bachelor's degree, Business Management
Richard Wheeler's Smith Barney Experience July 2007 - February 2008
Job Oil & Energy Professional
Industry Oil & Energy
Experience
OSCE November 2013 - Present
Center for Energy Security Dialogue June 2013 - Present
OSCE February 2015 - September 2015
Energy Security Advisors June 2013 - October 2013
World Energy Expert Group June 2013 - October 2013
OSCE November 2010 - May 2013
Stockton Wheeler International March 2008 - October 2010
Smith Barney July 2007 - February 2008
Kellogg Brown & Root June 2006 - March 2007
Kellogg Brown & Root September 2004 - March 2006
Education
Georgetown University 1993 — 1995
M.A., Russian & Eurasian Studies
University of California, Irvine 1987 — 1991
B.A., Russian
Santa Monica College 2010 — 2013
Certificate, Accounting
Energy Charter Knowledge Center 2013 — 2013
Certificate, Executive Training Program
European Security & Defence College 2014 — 2014
Certificate, ESDC Core Course on Security Sector Reform
Санкт-Петербургский Государственный Университет 1989 — 1989
Russian Language Courses
George Mason University
Project Management
OSCE November 2013 - Present
Center for Energy Security Dialogue June 2013 - Present
OSCE February 2015 - September 2015
Energy Security Advisors June 2013 - October 2013
World Energy Expert Group June 2013 - October 2013
OSCE November 2010 - May 2013
Stockton Wheeler International March 2008 - October 2010
Smith Barney July 2007 - February 2008
Kellogg Brown & Root June 2006 - March 2007
Kellogg Brown & Root September 2004 - March 2006
Education
Georgetown University 1993 — 1995
M.A., Russian & Eurasian Studies
University of California, Irvine 1987 — 1991
B.A., Russian
Santa Monica College 2010 — 2013
Certificate, Accounting
Energy Charter Knowledge Center 2013 — 2013
Certificate, Executive Training Program
European Security & Defence College 2014 — 2014
Certificate, ESDC Core Course on Security Sector Reform
Санкт-Петербургский Государственный Университет 1989 — 1989
Russian Language Courses
George Mason University
Project Management
Frank Mummert's Smith Barney Experience December 1998 - March 2003
Job SVP Finance Capital Adequacy and Resolution
Industry Financial Services
Experience
SunTrust Bank July 2014 - Present
KPMG April 2003 - May 2014
Smith Barney December 1998 - March 2003
Skills
Risk Management, Financial Risk, Financial Services, Banking, Finance, Credit, Cash Management, Operational Risk, Treasury Management, Securities, Financial Advisory, PMP, Financial Modeling, Financial Analysis, Internal Controls, Mergers, Financial Reporting, Enterprise Risk..., Management Consulting, Internal Audit, Business Process..., Acquisition Integration, Governance, Process Improvement, Business Strategy, Strategy, SEC filings, Business Analysis, Business Transformation, Strategic Financial..., Change Management, Portfolio Management, Strategic Planning, Program Management, Business Process...
Education
Georgia Institute of Technology 1996 — 2000
SunTrust Bank July 2014 - Present
KPMG April 2003 - May 2014
Smith Barney December 1998 - March 2003
Skills
Risk Management, Financial Risk, Financial Services, Banking, Finance, Credit, Cash Management, Operational Risk, Treasury Management, Securities, Financial Advisory, PMP, Financial Modeling, Financial Analysis, Internal Controls, Mergers, Financial Reporting, Enterprise Risk..., Management Consulting, Internal Audit, Business Process..., Acquisition Integration, Governance, Process Improvement, Business Strategy, Strategy, SEC filings, Business Analysis, Business Transformation, Strategic Financial..., Change Management, Portfolio Management, Strategic Planning, Program Management, Business Process...
Education
Georgia Institute of Technology 1996 — 2000
dan smallwood's Smith Barney Experience September 1992 - November 1996
Job COO at Power Roofing
Industry Construction
Experience
Power Roofing November 2003 - Present
DoubleClick January 2000 - June 2002
Smith Barney September 1992 - November 1996
Education
University of North Carolina at Greensboro 1997 — 1998
MA, Economics
Furman University 1987 — 1991
Power Roofing November 2003 - Present
DoubleClick January 2000 - June 2002
Smith Barney September 1992 - November 1996
Education
University of North Carolina at Greensboro 1997 — 1998
MA, Economics
Furman University 1987 — 1991
Michael Dostie's Smith Barney Experience June 2007 - August 2007
Job Assistant Vice President, Bellwether Enterprise
Industry Banking
Experience
Bellwether Enterprise December 2012 - Present
Furman University June 2008 - Present
Furman University January 2012 - December 2012
Furman University July 2008 - December 2011
Smith Barney June 2007 - August 2007
Education
Furman University 2004 — 2008
Furman University
Bachelor of Arts, Business Administration
Bellwether Enterprise December 2012 - Present
Furman University June 2008 - Present
Furman University January 2012 - December 2012
Furman University July 2008 - December 2011
Smith Barney June 2007 - August 2007
Education
Furman University 2004 — 2008
Furman University
Bachelor of Arts, Business Administration
Meredith Schneider, CFP®'s Smith Barney Experience June 1998 - August 2007
Job Financial Adviser, Wealth Manager, CERTIFIED FINANCIAL PLANNER ™ Practitioner & Investment Manager
Industry Financial Services
Experience
Schneider Wealth Management, Registered Investment Advisor August 2007 - Present
Smith Barney June 1998 - August 2007
US Army June 1992 - August 1996
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Portfolio Management, Financial Advisory, Strategic Financial..., Investment Strategies, Pensions, Mutual Funds
Education
Georgetown University Law Center 1996 — 1997
Yale University 1988 — 1992
BA, Ethics, Politics, & Economics
Castilleja 1981 — 1988
Eaton
Schneider Wealth Management, Registered Investment Advisor August 2007 - Present
Smith Barney June 1998 - August 2007
US Army June 1992 - August 1996
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Portfolio Management, Financial Advisory, Strategic Financial..., Investment Strategies, Pensions, Mutual Funds
Education
Georgetown University Law Center 1996 — 1997
Yale University 1988 — 1992
BA, Ethics, Politics, & Economics
Castilleja 1981 — 1988
Eaton
Michelle Bente's Smith Barney Experience February 2001 - November 2002
Job Assistant Marketing Manager at Van Wezel Performing Arts Hall
Industry Marketing and Advertising
Experience
Van Wezel Performing Arts Hall November 2002 - Present
Smith Barney February 2001 - November 2002
Ceridian Benefit Services August 2000 - February 2001
Education
Florida State University 1998 — 2000
Bachelor's degree
Van Wezel Performing Arts Hall November 2002 - Present
Smith Barney February 2001 - November 2002
Ceridian Benefit Services August 2000 - February 2001
Education
Florida State University 1998 — 2000
Bachelor's degree
Robert Hayk's Smith Barney Experience April 2004 - April 2009
Job Founder at Grapes & Barley, LLC
Industry Wine and Spirits
Experience
Grapes & Barley March 2013 - Present
Merrill Lynch April 2009 - March 2013
Smith Barney April 2004 - April 2009
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Banking, Credit, Retirement Planning, Financial Analysis, Financial Risk, Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Securities, Risk Management, Asset Allocation, Valuation, Financial Modeling, Equities, Investment Strategies, Fixed Income
Education
Georgetown University
Bachelor of Arts (B.A.), Gov/Econ/Finance
Moscow High School #25
Grapes & Barley March 2013 - Present
Merrill Lynch April 2009 - March 2013
Smith Barney April 2004 - April 2009
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Banking, Credit, Retirement Planning, Financial Analysis, Financial Risk, Finance, Private Equity, Due Diligence, Mergers & Acquisitions, Mutual Funds, Securities, Risk Management, Asset Allocation, Valuation, Financial Modeling, Equities, Investment Strategies, Fixed Income
Education
Georgetown University
Bachelor of Arts (B.A.), Gov/Econ/Finance
Moscow High School #25
Elizabeth Binford's Smith Barney Experience January 1986 - June 1988
Job Assistant to the President at Lerman Financial Group, Inc.
Industry Financial Services
Experience
Lerman Financial Group, Inc. AdministratorCongregation Shaarey TefillaApril 1996 - May 2001
Smith Barney January 1986 - June 1988
First Boston July 1984 - December 1986
Education
Fordham Gabelli School of Business 1981 — 1987
MBA, Finance
University of Louisville 1971 — 1978
Bach of Music, Performance (cello)
Lerman Financial Group, Inc. AdministratorCongregation Shaarey TefillaApril 1996 - May 2001
Smith Barney January 1986 - June 1988
First Boston July 1984 - December 1986
Education
Fordham Gabelli School of Business 1981 — 1987
MBA, Finance
University of Louisville 1971 — 1978
Bach of Music, Performance (cello)
Jen Cooper Rivera's Smith Barney Experience March 2003 - April 2005
Job Investment/Financial Education Consultant
Industry Financial Services
Experience
Retirement Educators, Inc October 2006 - Present
JPMorgan Chase April 2005 - October 2006
Smith Barney March 2003 - April 2005
WCMH-TV 1999 - 2003
National City Bank December 1989 - October 2002
Education
Franklin University 1991 — 1996
B.S.
Retirement Educators, Inc October 2006 - Present
JPMorgan Chase April 2005 - October 2006
Smith Barney March 2003 - April 2005
WCMH-TV 1999 - 2003
National City Bank December 1989 - October 2002
Education
Franklin University 1991 — 1996
B.S.
Ralph Cenname's Smith Barney Experience July 1999 - January 2006
Job Associate Vice PresidentInvestments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Wells Fargo Advisors, LLC July 2012 - Present
Merrill Lynch January 2006 - July 2012
Smith Barney July 1999 - January 2006
Market News International April 1997 - July 1999
Skills
Finance, Retirement, Investments, Mutual Funds, Accounting, Equities, Options, Retirement Planning, Securities, Fixed Income, General Ledger, Accounts Payable, Financial Statements, Financial Services
Education
Fordham Gabelli School of Business 1994 — 1998
MBA, Finance
Iona College 1985 — 1989
BBA, Public Accounting
Phillip Juno Raby's Smith Barney Experience 1987 - 1995
Job Principal at New Urban Investments LLC
Industry Real Estate
Experience
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
Cliff Kaehler's Smith Barney Experience October 2008 - August 2009
Job CEO at Novel Energy Solutions
Industry Investment Banking
Experience
Novel Energy Solutions September 2012 - Present
K-LER Cattle Co. January 2000 - Present
Credit Suisse July 2010 - August 2012
American Council On Renewable Energy (ACORE) January 2010 - May 2010
Export-Import Bank of the United States August 2009 - December 2009
Smith Barney October 2008 - August 2009
Sensor Motion Company May 2006 - July 2006
Skills
Corporate Finance, Valuation, Financial Analysis, Investment Banking, Project Finance, Mergers, Finance, Renewable Energy, Energy, Analysis, Mergers & Acquisitions, Emerging Markets, Trading, Energy Efficiency, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Accounting/Finance
Winona Cotter High School 2005 — 2007
Novel Energy Solutions September 2012 - Present
K-LER Cattle Co. January 2000 - Present
Credit Suisse July 2010 - August 2012
American Council On Renewable Energy (ACORE) January 2010 - May 2010
Export-Import Bank of the United States August 2009 - December 2009
Smith Barney October 2008 - August 2009
Sensor Motion Company May 2006 - July 2006
Skills
Corporate Finance, Valuation, Financial Analysis, Investment Banking, Project Finance, Mergers, Finance, Renewable Energy, Energy, Analysis, Mergers & Acquisitions, Emerging Markets, Trading, Energy Efficiency, Management
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Accounting/Finance
Winona Cotter High School 2005 — 2007
Jim Ragland's Smith Barney Experience September 2000 - May 2005
Job President at Ragland Golf
Industry Hospitality
Experience
Ragland Golf October 2009 - Present
Sea Island Company May 2005 - May 2009
Smith Barney September 2000 - May 2005
Skills
Golf, Sales, Sales Presentations, Sales Process
Education
Georgia Southern University 1978 — 1982
Business, Business and Golf
Ragland Golf October 2009 - Present
Sea Island Company May 2005 - May 2009
Smith Barney September 2000 - May 2005
Skills
Golf, Sales, Sales Presentations, Sales Process
Education
Georgia Southern University 1978 — 1982
Business, Business and Golf
Ryan P. McCrudden's Smith Barney Experience January 2005 - May 2005
Job HR Consultant at Cigna Corporation
Industry Human Resources
Experience
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Matthew Power's Smith Barney Experience 1996 - 2001
Job Senior Vice President Wealth Management and Branch Manager UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
UBS Financial Services Inc. March 2012 - Present
Stifel Nicolaus September 2009 - March 2012
UBS Financial Services Inc. December 2006 - September 2009
UBS Financial Services Inc. March 2006 - December 2006
UBS Financial Services Inc. June 2004 - March 2006
Wachovia Securities April 2001 - June 2004
Smith Barney 1996 - 2001
Greenbaum, Rowe, Smith & Davis, LLP 1991 - 1995
Education
Fordham University School of Law 1982 — 1985
JD, Law
SUNY Albany 1978 — 1982
Bachelor of Arts (B.A.), Economics
Michael Conry's Smith Barney Experience 1989 - 1994
Job Director, FIG Americas at Commonwealth Bank of Australia
Industry Financial Services
Experience
Commonwealth Bank of Australia September 2014 - Present
Standard Chartered Bank June 2010 - September 2014
Fidelity Investments June 2009 - June 2010
Cantor Fitzgerald September 2007 - March 2009
BNP Paribas 2001 - 2007
Parson Group Consulting 2000 - 2001
Nikko Securities NA January 1997 - September 1998
Fimat 1994 - 1996
Smith Barney 1989 - 1994
Dean Witter Reynolds 1986 - 1989
Skills
Fixed Income, Equities, Banking, Investment Banking, Finance, Investments, Portfolio Management, Risk Management, Financial Services, Credit, Corporate Finance, Trading, Capital Markets, Financial Markets, Securities
Education
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Loras College 1979 — 1983
BA, Finance and Political Science
Commonwealth Bank of Australia September 2014 - Present
Standard Chartered Bank June 2010 - September 2014
Fidelity Investments June 2009 - June 2010
Cantor Fitzgerald September 2007 - March 2009
BNP Paribas 2001 - 2007
Parson Group Consulting 2000 - 2001
Nikko Securities NA January 1997 - September 1998
Fimat 1994 - 1996
Smith Barney 1989 - 1994
Dean Witter Reynolds 1986 - 1989
Skills
Fixed Income, Equities, Banking, Investment Banking, Finance, Investments, Portfolio Management, Risk Management, Financial Services, Credit, Corporate Finance, Trading, Capital Markets, Financial Markets, Securities
Education
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Loras College 1979 — 1983
BA, Finance and Political Science
Bradley Binsol's Smith Barney Experience 2000 - 2000
Job Portfolio Associate VP at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments June 2001 - Present
Citigoup Asset Management 2001 - 2005
Smith Barney 2000 - 2000
Citicorp 1998 - 2000
Skills
Equities, Portfolio Management, Asset Allocation, Trading, Separately Managed..., High Net Worth..., Series 7, Bloomberg, Investment Management, Fixed Income, Hedge Funds, Series 63
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
New York Institute of Technology
ClearBridge Investments June 2001 - Present
Citigoup Asset Management 2001 - 2005
Smith Barney 2000 - 2000
Citicorp 1998 - 2000
Skills
Equities, Portfolio Management, Asset Allocation, Trading, Separately Managed..., High Net Worth..., Series 7, Bloomberg, Investment Management, Fixed Income, Hedge Funds, Series 63
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
New York Institute of Technology
Michael Shawn Greene's Smith Barney Experience May 2006 - October 2011
Job Business Development Consultant at Socialated
Industry Internet
Experience
Socialated June 2014 - Present
Productive Business Solutions November 2012 - June 2014
Citi November 2011 - October 2012
Smith Barney May 2006 - October 2011
Dragnet Corporation May 2005 - May 2006
Convergys Corporation August 1997 - February 2005
Skills
Investment Operations, Corporate Actions, Customer Relations, Customer Service, Customer Satisfaction, Sales Management, Sales Support, Sales Process, Online Marketing, Product Marketing, Marketing Strategy, Investments, Sales Operations, Management, Sales, B2B, Account Management, Training, Business Development, Social Media, Strategic Planning, New Business Development, Marketing, Negotiation
Education
Montgomery College 1985 — 1986
General Studies, A
Gateway Community and Technical College
Operations Management, American History (United States)
University of Maryland University College
Marketing
Socialated June 2014 - Present
Productive Business Solutions November 2012 - June 2014
Citi November 2011 - October 2012
Smith Barney May 2006 - October 2011
Dragnet Corporation May 2005 - May 2006
Convergys Corporation August 1997 - February 2005
Skills
Investment Operations, Corporate Actions, Customer Relations, Customer Service, Customer Satisfaction, Sales Management, Sales Support, Sales Process, Online Marketing, Product Marketing, Marketing Strategy, Investments, Sales Operations, Management, Sales, B2B, Account Management, Training, Business Development, Social Media, Strategic Planning, New Business Development, Marketing, Negotiation
Education
Montgomery College 1985 — 1986
General Studies, A
Gateway Community and Technical College
Operations Management, American History (United States)
University of Maryland University College
Marketing
Moss Crosby's Smith Barney Experience 2004 - 2009
Job Managing Director, Founder at Twickenham Wealth Advisors
Industry Financial Services
Experience
Twickenham Wealth Advisors September 2013 - Present
Morgan Stanley Wealth Management 2004 - September 2013
Smith Barney 2004 - 2009
ITC^DeltaCom 1993 - 2003
Skills
Asset Managment, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Team Building, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Analysis, Investment Advisory, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Insurance, Series 65, Strategic Planning, Fixed Income, Mergers, 401k, Private Equity, Executive Management, Finance, Fixed Annuities, Venture Capital, Wealth Management..., Financial Modeling, ETFs, Business Planning, Estate Planning
Education
Furman University 1985 — 1989
Bachelor of Arts (BA)
Twickenham Wealth Advisors September 2013 - Present
Morgan Stanley Wealth Management 2004 - September 2013
Smith Barney 2004 - 2009
ITC^DeltaCom 1993 - 2003
Skills
Asset Managment, Wealth Management, Investments, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Team Building, Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Retirement, Financial Analysis, Investment Advisory, Securities, Investment Strategies, Series 63, Equities, Financial Advisory, Insurance, Series 65, Strategic Planning, Fixed Income, Mergers, 401k, Private Equity, Executive Management, Finance, Fixed Annuities, Venture Capital, Wealth Management..., Financial Modeling, ETFs, Business Planning, Estate Planning
Education
Furman University 1985 — 1989
Bachelor of Arts (BA)
Todd Levine's Smith Barney Experience 2001 - 2004
Job Vice President at Sandy Spring Bank
Industry Banking
Experience
Sandy Spring Bank September 2006 - Present
Wells Fargo Government Finance 2004 - 2006
Smith Barney 2001 - 2004
Merrill Lynch 1996 - 2001
Skills
Commercial Lending, Consumer Lending, Investments, Real Estate, Merchant Services, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Mortgage Banking
Education
Towson University 1996 — 1998
Bachelor of Science (BS), Speech Communication and Rhetoric, Cum Laude
Bullis School 1989 — 1993
Frostburg State University
Sandy Spring Bank September 2006 - Present
Wells Fargo Government Finance 2004 - 2006
Smith Barney 2001 - 2004
Merrill Lynch 1996 - 2001
Skills
Commercial Lending, Consumer Lending, Investments, Real Estate, Merchant Services, Small Business Lending, Commercial Banking, Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Loan Origination, Retail Banking, Mortgage Banking
Education
Towson University 1996 — 1998
Bachelor of Science (BS), Speech Communication and Rhetoric, Cum Laude
Bullis School 1989 — 1993
Frostburg State University
George M. Parker CFP, CFA's Smith Barney Experience 1988 - 2008
Job Financial Planner | Asset Manager
Industry Financial Services
Experience
GM Parker LLC 2008 - Present
Smith Barney 1988 - 2008
High Technology Firms 1981 - 1988
Education
Suffolk University
Master of Business Administration (M.B.A.)
Framingham State College
Bachelor of Arts (B.A.), Econnomics
Quinsigamond Community College
Associate of Arts (A.A.), Business Administration and Management, General
GM Parker LLC 2008 - Present
Smith Barney 1988 - 2008
High Technology Firms 1981 - 1988
Education
Suffolk University
Master of Business Administration (M.B.A.)
Framingham State College
Bachelor of Arts (B.A.), Econnomics
Quinsigamond Community College
Associate of Arts (A.A.), Business Administration and Management, General
R. Taylor Hines, CFP's Smith Barney Experience 2000 - 2001
Job Owner at Hines Capital
Industry Financial Services
Experience
Hines Capital January 2012 - Present
D&B Financial Services 2001 - 2011
Smith Barney 2000 - 2001
Skills
Strategic Planning, Certified Financial..., Stock Market, Account Management, Sales Management
Education
Georgia Southern University 1996 — 2000
Hines Capital January 2012 - Present
D&B Financial Services 2001 - 2011
Smith Barney 2000 - 2001
Skills
Strategic Planning, Certified Financial..., Stock Market, Account Management, Sales Management
Education
Georgia Southern University 1996 — 2000
Lindsey Leonard's Smith Barney Experience 2004 - 2007
Job Vice President at ARCpoint Labs
Industry Health, Wellness and Fitness
Experience
ARCpoint Labs July 2012 - Present
Regions Bank January 2010 - June 2012
The Cliffs Communities 2007 - 2009
Smith Barney 2004 - 2007
Wells Fargo Financial 2000 - 2004
Skills
Drug Testing, Corporate Wellness, Paternity, DOT Regulations, Wellness Programs, Breath Alcohol..., On-site Services, DNA, Synthetic Drug Detection, Environmental Testing, Mobile Drug Testing, Hair Follicle Drug..., Forensic Toxicology, Clinical Laboratory..., Certified Professional..., DOT Compliance, Drawing Blood, Marketing Communications, Sales Management, Customer Acquisition, Employee Wellness, Background Checks, Corporations
Education
Georgia Southern University 1996 — 2000
BBA, Finance
Stratford Academy
ARCpoint Labs July 2012 - Present
Regions Bank January 2010 - June 2012
The Cliffs Communities 2007 - 2009
Smith Barney 2004 - 2007
Wells Fargo Financial 2000 - 2004
Skills
Drug Testing, Corporate Wellness, Paternity, DOT Regulations, Wellness Programs, Breath Alcohol..., On-site Services, DNA, Synthetic Drug Detection, Environmental Testing, Mobile Drug Testing, Hair Follicle Drug..., Forensic Toxicology, Clinical Laboratory..., Certified Professional..., DOT Compliance, Drawing Blood, Marketing Communications, Sales Management, Customer Acquisition, Employee Wellness, Background Checks, Corporations
Education
Georgia Southern University 1996 — 2000
BBA, Finance
Stratford Academy
James Stebner's Smith Barney Experience May 1990 - September 1995
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 1996 - Present
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Smith Barney May 1990 - September 1995
Skills
Series 24, Interest Rate..., Bonds, Securities, Capital Markets, Fixed Income, Series 63, Bloomberg, Series 7, Portfolio Management, Derivatives, Mutual Funds, Alternative Investments, Investments, Wealth Management, Structured Products, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1997 — 2002
MBA, Finance
St. John's University 1988 — 1990
B.S., Finance
St Chris
St. Agnes HS
Wells Fargo Advisors February 1996 - Present
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Smith Barney May 1990 - September 1995
Skills
Series 24, Interest Rate..., Bonds, Securities, Capital Markets, Fixed Income, Series 63, Bloomberg, Series 7, Portfolio Management, Derivatives, Mutual Funds, Alternative Investments, Investments, Wealth Management, Structured Products, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1997 — 2002
MBA, Finance
St. John's University 1988 — 1990
B.S., Finance
St Chris
St. Agnes HS
Ruben Gotlieb's Smith Barney Experience 1995 - 1996
Job Shareholder at GrayRobinson, P.A.
Industry Law Practice
Experience
GrayRobinson, P.A. December 2014 - Present
Arnstein & Lehr LLP 2014 - Present
Gotlieb & Associates, P.A. September 2009 - Present
Standard Chartered Bank 1996 - 2009
Smith Barney 1995 - 1996
Ruden, McClosky, Smith, Schuster and Russell 1989 - 1995
Immigration and Naturalization Service 1986 - 1987
Immigration and Naturalization Service 1985 - 1986
Broad and Cassel 1984 - 1985
Finley, Kumble, Wagner, Heine, Underberg, Manley and Casey 1983 - 1984
Skills
International Tax, Tax, Corporate Law, Tax Law, Estate Planning, Trusts, Corporate Tax, Cross-border..., Corporate Governance, Tax Preparation, Income Tax, Estate Tax Planning, High Net Worth..., Tax Advisory
Education
Georgetown University
L.L.M., Taxation
Georgetown University
L.L.M., International and Labor Law
The University of Memphis—Cecil C. Humphreys School of Law
J.D., Law
Touro College
B.A., Education
GrayRobinson, P.A. December 2014 - Present
Arnstein & Lehr LLP 2014 - Present
Gotlieb & Associates, P.A. September 2009 - Present
Standard Chartered Bank 1996 - 2009
Smith Barney 1995 - 1996
Ruden, McClosky, Smith, Schuster and Russell 1989 - 1995
Immigration and Naturalization Service 1986 - 1987
Immigration and Naturalization Service 1985 - 1986
Broad and Cassel 1984 - 1985
Finley, Kumble, Wagner, Heine, Underberg, Manley and Casey 1983 - 1984
Skills
International Tax, Tax, Corporate Law, Tax Law, Estate Planning, Trusts, Corporate Tax, Cross-border..., Corporate Governance, Tax Preparation, Income Tax, Estate Tax Planning, High Net Worth..., Tax Advisory
Education
Georgetown University
L.L.M., Taxation
Georgetown University
L.L.M., International and Labor Law
The University of Memphis—Cecil C. Humphreys School of Law
J.D., Law
Touro College
B.A., Education
Kevin Galvin's Smith Barney Experience Regional Sales Director Mutual Funds and AnnuitiesSmith BarneyMarch 2007 - September 2010
Job Regional Sales Manager Mutual Funds and Annuities
Industry Financial Services
Experience
Smith Barney Regional Sales Director Mutual Funds and AnnuitiesSmith BarneyMarch 2007 - September 2010
Education
Fordham University - Graduate School of Business Administration 1984 — 1990
MBA, Business Management
Smith Barney Regional Sales Director Mutual Funds and AnnuitiesSmith BarneyMarch 2007 - September 2010
Education
Fordham University - Graduate School of Business Administration 1984 — 1990
MBA, Business Management
Bill Bambrick's Smith Barney Experience 1998 - 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Smith Barney 1998 - 2009
Education
Florida State University
Ameriprise Financial 2009 - Present
Smith Barney 1998 - 2009
Education
Florida State University
Andrea Johnson's Smith Barney Experience February 2006 - August 2007
Job Managing Director
Industry Financial Services
Experience
Capital Guardian LLC April 2010 - November 2014
Morgan Stanley Smith Barney April 2006 - April 2010
Smith Barney February 2006 - August 2007
Skills
Portfolio Management, Financial Services, Finance, Series 7, Wealth Management, Equities, Mutual Funds, Asset Management, Management, Retirement Planning, Corporate Finance, Investment Advisory, Fixed Income, Investment Banking, Investments, Series 66
Education
Gardner-Webb University
Bachelor of Business Administration (B.B.A.)/ Finance, Quantitative Analysis
Capital Guardian LLC April 2010 - November 2014
Morgan Stanley Smith Barney April 2006 - April 2010
Smith Barney February 2006 - August 2007
Skills
Portfolio Management, Financial Services, Finance, Series 7, Wealth Management, Equities, Mutual Funds, Asset Management, Management, Retirement Planning, Corporate Finance, Investment Advisory, Fixed Income, Investment Banking, Investments, Series 66
Education
Gardner-Webb University
Bachelor of Business Administration (B.B.A.)/ Finance, Quantitative Analysis
Lloyd Wolf's Smith Barney Experience August 2000 - August 2006
Job Owner, Wolf Executive Search
Industry Financial Services
Experience
Wolf Executive Search October 2008 - Present
RBC Wealth Management October 2006 - September 2008
Smith Barney August 2000 - August 2006
Skills
Recruiting, Training, Executive Search
Education
Florida State University 1975 — 1978
University of Miami 1974 — 1975
Wolf Executive Search October 2008 - Present
RBC Wealth Management October 2006 - September 2008
Smith Barney August 2000 - August 2006
Skills
Recruiting, Training, Executive Search
Education
Florida State University 1975 — 1978
University of Miami 1974 — 1975
Candi Childers's Smith Barney Experience January 1994 - June 1995
Job Program Manager at QBE North America
Industry Information Technology and Services
Experience
QBE North America November 2013 - Present
AXA Seguros (AXA Mexico) June 2012 - June 2013
AXA Equitable July 1998 - June 2013
Mortgage Backed Securities Clearing Corporation (MBSCC) July 1995 - June 1998
Smith Barney January 1994 - June 1995
Merrill Lynch June 1988 - May 1994
Skills
PMO, SDLC, Project Portfolio..., Requirements Gathering, Project Delivery, Software Project..., PMP, IT Strategy, Vendor Management, Business Requirements, Requirements Analysis, Business Analysis, Business Process..., Visio, CMMI, User Acceptance Testing, Resource Management, Enterprise Architecture, IT Management, Systems Analysis, MS Project, Program Management, Financial Services, Project Management, Process Improvement, Management, Project Planning, Quality Assurance, Risk Management, Governance, Cross-functional Team..., Outsourcing, Leadership, Business Process, Team Leadership, Integration, Agile Project Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Baruch College 1982 — 1983
Computer Programming - Continuing Studies, Computer Programming
SUNY New Paltz 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
QBE North America November 2013 - Present
AXA Seguros (AXA Mexico) June 2012 - June 2013
AXA Equitable July 1998 - June 2013
Mortgage Backed Securities Clearing Corporation (MBSCC) July 1995 - June 1998
Smith Barney January 1994 - June 1995
Merrill Lynch June 1988 - May 1994
Skills
PMO, SDLC, Project Portfolio..., Requirements Gathering, Project Delivery, Software Project..., PMP, IT Strategy, Vendor Management, Business Requirements, Requirements Analysis, Business Analysis, Business Process..., Visio, CMMI, User Acceptance Testing, Resource Management, Enterprise Architecture, IT Management, Systems Analysis, MS Project, Program Management, Financial Services, Project Management, Process Improvement, Management, Project Planning, Quality Assurance, Risk Management, Governance, Cross-functional Team..., Outsourcing, Leadership, Business Process, Team Leadership, Integration, Agile Project Management
Education
Fordham University - Graduate School of Business Administration 1991 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Baruch College 1982 — 1983
Computer Programming - Continuing Studies, Computer Programming
SUNY New Paltz 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
William Chesner's Smith Barney Experience April 1991 - May 1995
Job Financial Services Professional
Industry Financial Services
Experience
Credit Suisse January 2005 - January 2012
Freddie Mac September 2001 - November 2004
Prudential Securities January 1998 - January 2000
UBS Securities LLC January 1996 - January 1998
Smith Barney April 1991 - May 1995
GE Mortgage Services, Inc August 1987 - April 1991
Skills
Series 7, 63, 24
Education
Georgetown University 1983 — 1987
BA, Economics
Georgetown University, Washington D.C
B.A. Degree, Economics
Credit Suisse January 2005 - January 2012
Freddie Mac September 2001 - November 2004
Prudential Securities January 1998 - January 2000
UBS Securities LLC January 1996 - January 1998
Smith Barney April 1991 - May 1995
GE Mortgage Services, Inc August 1987 - April 1991
Skills
Series 7, 63, 24
Education
Georgetown University 1983 — 1987
BA, Economics
Georgetown University, Washington D.C
B.A. Degree, Economics
Charlotte Wells's Smith Barney Experience October 1999 - July 2003
Job Senior Registered Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
UBS Financial Services Inc February 2009 - Present
Merrill Lynch July 2003 - February 2009
Smith Barney October 1999 - July 2003
Education
Georgia College and State University 1968 — 1972
BS, Merchandising
Stone Mountain High School 1963 — 1968
richard meisenheimer's Smith Barney Experience 1989 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Bloomberg 2006 - 2012
McLaughlin, Piven, Vogel Securities 2002 - 2006
BondGlobe, Inc. 2000 - 2001
Smith Barney 1989 - 1996
Education
Fordham University School of Law
JD
Queens College
Bachelor of Arts (BA)
Bloomberg 2006 - 2012
McLaughlin, Piven, Vogel Securities 2002 - 2006
BondGlobe, Inc. 2000 - 2001
Smith Barney 1989 - 1996
Education
Fordham University School of Law
JD
Queens College
Bachelor of Arts (BA)
Kenneth Wiland's Smith Barney Experience July 1984 - March 2012
Job First Vice President at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2012 - Present
Smith Barney July 1984 - March 2012
Education
Furman University 1973 — 1977
Bachelor of Arts (B.A.), Finance and Financial Management Services
Janney Montgomery Scott March 2012 - Present
Smith Barney July 1984 - March 2012
Education
Furman University 1973 — 1977
Bachelor of Arts (B.A.), Finance and Financial Management Services
Frank Viggiano's Smith Barney Experience September 2000 - January 2002
Job Vice President Equity Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Morgan Stanley February 2007 - Present
Legg Mason January 2005 - February 2007
Citi January 2002 - January 2005
Smith Barney September 2000 - January 2002
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Derivatives, Equities, Portfolio Management, Capital Markets, Series 7, Series 66, Asset Management, ETFs, Foreign Exchange, Investments, Bloomberg, Series 63
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Master of Business Administration (MBA), Accounting and Finance
Marist College 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Robin Novak's Smith Barney Experience 1994 - 2008
Job retired at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2013 - Present
Smith Barney 1994 - 2008
Education
Florida State University
Master of Arts (M.A.)
Morgan Stanley Wealth Management February 2013 - Present
Smith Barney 1994 - 2008
Education
Florida State University
Master of Arts (M.A.)
Brad Duckworth's Smith Barney Experience January 2006 - March 2009
Job Sales Associate at Best Buy
Industry Retail
Experience
Best Buy August 2013 - Present
Best Buy April 2008 - July 2011
Smith Barney January 2006 - March 2009
Staffpro February 2006 - March 2008
Legg Mason Wood Walker October 2005 - December 2005
USAA (Kelly Temporary Service Employee) October 2004 - September 2005
Guaranty Bank November 2003 - March 2004
Countrywide Home Loans (Appleone Temporary) May 2001 - October 2002
Hart Greer (Kelly Temporary) April 2000 - June 2000
International Pharmacy Management March 1999 - April 2000
Skills
Direct Sales, Customer Service, Customer Support, Operations Research, Employee Training, Customer Retention, Customer Satisfaction, Front to Back Office
Education
George C Wallace State Community College-Hanceville 2011 — 2013
N/A, Physical Therapy Assistant
University of Alabama at Birmingham - Collat School of Business 1996 — 1998
N/A, Business Administration and Management, General, Graduate Level
University of Alabama at Birmingham 1993 — 1996
Bachelor's degree, History
Trinity Valley Community College Henderson County 1989 — 1992
Associate's degree, Business Administration and Management, General
Best Buy August 2013 - Present
Best Buy April 2008 - July 2011
Smith Barney January 2006 - March 2009
Staffpro February 2006 - March 2008
Legg Mason Wood Walker October 2005 - December 2005
USAA (Kelly Temporary Service Employee) October 2004 - September 2005
Guaranty Bank November 2003 - March 2004
Countrywide Home Loans (Appleone Temporary) May 2001 - October 2002
Hart Greer (Kelly Temporary) April 2000 - June 2000
International Pharmacy Management March 1999 - April 2000
Skills
Direct Sales, Customer Service, Customer Support, Operations Research, Employee Training, Customer Retention, Customer Satisfaction, Front to Back Office
Education
George C Wallace State Community College-Hanceville 2011 — 2013
N/A, Physical Therapy Assistant
University of Alabama at Birmingham - Collat School of Business 1996 — 1998
N/A, Business Administration and Management, General, Graduate Level
University of Alabama at Birmingham 1993 — 1996
Bachelor's degree, History
Trinity Valley Community College Henderson County 1989 — 1992
Associate's degree, Business Administration and Management, General
Tony LoCascio, CFP (R)'s Smith Barney Experience 1983 - 1984
Job President at Bishop Ortiz & LoCascio Associates
Industry Financial Services
Experience
Bishop Ortiz & LoCascio Associates 1984 - Present
Smith Barney 1983 - 1984
Education
Florida State University - College of Business
Bachelor's degree, Finance
Winter Haven High School
High School Diploma
Bishop Ortiz & LoCascio Associates 1984 - Present
Smith Barney 1983 - 1984
Education
Florida State University - College of Business
Bachelor's degree, Finance
Winter Haven High School
High School Diploma
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.