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
Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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4,117 Smith Barney employees in database. Find out everything there's to know about Smith Barney employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Smith Barney Employees
Employee
Years
Job
Industry
Kimberly Pepoon Kimberly Pepoon's Smith Barney Experience August 2005 - January 2007
Job Drug Delivery Systems Account Manager at Hospira
Industry Pharmaceuticals
Experience
Hospira January 2013 - Present
Hospira November 2010 - Present
nal von minden GmbH June 2010 - October 2010
nal von minden GmbH June 2009 - June 2010
nal von miden August 2008 - June 2009
Smith Barney August 2005 - January 2007
Skills
Market Research, Salesforce.com, Sales, Marketing, Sales Management, Hospital Sales, Pharmaceutical Sales, German, Finance, Medical Devices, Product Launch, Competitive Analysis, Business Planning, Cross-functional Team..., Market Analysis, Sales Operations, Pharmaceutical Industry, Sales Effectiveness, Strategy, Sales Presentations, Product Marketing, Forecasting, Selling, Capital Equipment, Account Management, Sales Process, Sales Force Development, Cold Calling, Market Development, Business Strategy, Leadership, Team Building
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Concentration in Marketing
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics, Finance
Hospira January 2013 - Present
Hospira November 2010 - Present
nal von minden GmbH June 2010 - October 2010
nal von minden GmbH June 2009 - June 2010
nal von miden August 2008 - June 2009
Smith Barney August 2005 - January 2007
Skills
Market Research, Salesforce.com, Sales, Marketing, Sales Management, Hospital Sales, Pharmaceutical Sales, German, Finance, Medical Devices, Product Launch, Competitive Analysis, Business Planning, Cross-functional Team..., Market Analysis, Sales Operations, Pharmaceutical Industry, Sales Effectiveness, Strategy, Sales Presentations, Product Marketing, Forecasting, Selling, Capital Equipment, Account Management, Sales Process, Sales Force Development, Cold Calling, Market Development, Business Strategy, Leadership, Team Building
Education
Loyola University of Chicago - Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Concentration in Marketing
University of Illinois at Urbana-Champaign 2004 — 2008
BA, Economics, Finance
Jane Bartosik Jane Bartosik's Smith Barney Experience 2003 - 2004
Job Director, Merrill Edge Premium Elite (High Net Worth Client Division)
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
Ed Van Valen Ed Van Valen's Smith Barney Experience January 2007 - August 2007
Job Always looking to learn new things
Industry Research
Experience
Deloitte May 2013 - Present
www.Juxster.com August 2010 - June 2011
Inhabitat.com March 2010 - August 2010
Iris Wireless September 2009 - February 2010
Morgan Stanley April 2008 - August 2008
Smith Barney January 2007 - August 2007
Skills
Social Media, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Social Media Marketing, Blogging, Public Speaking, Microsoft Excel, Editing, SEO, Web Analytics, Online Advertising, Project Management, Social Networking
Education
Quinnipiac University
BS, Sociology
Deloitte May 2013 - Present
www.Juxster.com August 2010 - June 2011
Inhabitat.com March 2010 - August 2010
Iris Wireless September 2009 - February 2010
Morgan Stanley April 2008 - August 2008
Smith Barney January 2007 - August 2007
Skills
Social Media, PowerPoint, Financial Analysis, Strategic Planning, Microsoft Office, Social Media Marketing, Blogging, Public Speaking, Microsoft Excel, Editing, SEO, Web Analytics, Online Advertising, Project Management, Social Networking
Education
Quinnipiac University
BS, Sociology
Bradley Saler Bradley Saler's Smith Barney Experience November 1996 - January 2009
Job Senior Vice PresidentInvestments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Smith Barney November 1996 - January 2009
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing Research/Finance
Rutgers University – Camden 1990 — 1993
BS, Management
UBS Financial Services January 2009 - Present
Smith Barney November 1996 - January 2009
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing Research/Finance
Rutgers University – Camden 1990 — 1993
BS, Management
JP Szabo JP Szabo's Smith Barney Experience February 2006 - September 2006
Job Consulting Group at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Morgan Stanley October 2014 - Present
Morgan Stanley Private Wealth Management January 2012 - July 2014
Graystone Consulting October 2006 - July 2014
Smith Barney February 2006 - September 2006
Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management
Education
Rochester Institute of Technology 2001 — 2005
BS, Finance, General
United Nations International School
Parker Roy Parker Roy's Smith Barney Experience May 1995 - May 2005
Job Senior Managing Director at Cushing Asset Management
Industry Financial Services
Experience
Swank Capital, LLC / Cushing Asset Management, LP June 2010 - Present
Morgan Stanley Smith Barney January 2005 - May 2010
Smith Barney May 1995 - May 2005
Skills
Asset Management, Business Development, Sales Training and..., Marketing, Mutual Funds, Closed End Funds, Hedge Funds, Separately Managed..., Alternative Investments, Investment Advisory, Securities, Equities, Fixed Income, FINRA, Series 24, Series 7
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Business
Rollins College 1982 — 1986
BA, Economics
Swank Capital, LLC / Cushing Asset Management, LP June 2010 - Present
Morgan Stanley Smith Barney January 2005 - May 2010
Smith Barney May 1995 - May 2005
Skills
Asset Management, Business Development, Sales Training and..., Marketing, Mutual Funds, Closed End Funds, Hedge Funds, Separately Managed..., Alternative Investments, Investment Advisory, Securities, Equities, Fixed Income, FINRA, Series 24, Series 7
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Business
Rollins College 1982 — 1986
BA, Economics
Sam Ghali Sam Ghali's Smith Barney Experience May 2005 - August 2007
Job Capital Markets Risk & Supervisory Officer
Industry Financial Services
Experience
Citi March 2015 - Present
Ernst & Young March 2013 - March 2015
Merrill Lynch September 2007 - March 2013
Smith Barney May 2005 - August 2007
Smith Barney November 2002 - May 2005
Global Capital Securities Corporation December 1997 - January 2002
Skills
FINRA, Fixed Income, Securities, Series 63, Series 7, Finance, Mutual Funds, Investments, Risk Management, Equities, Financial Services, Compliance, Vendor Management, Asset Management, Alternative Investments, Wealth Management
Education
Rutgers University
Bachelor of Arts
Citi March 2015 - Present
Ernst & Young March 2013 - March 2015
Merrill Lynch September 2007 - March 2013
Smith Barney May 2005 - August 2007
Smith Barney November 2002 - May 2005
Global Capital Securities Corporation December 1997 - January 2002
Skills
FINRA, Fixed Income, Securities, Series 63, Series 7, Finance, Mutual Funds, Investments, Risk Management, Equities, Financial Services, Compliance, Vendor Management, Asset Management, Alternative Investments, Wealth Management
Education
Rutgers University
Bachelor of Arts
Jan-Michael McClintic Jan-Michael McClintic's Smith Barney Experience June 2008 - August 2008
Job Director of I.T.
Industry Entertainment
Experience
Maxflight Corporation May 2009 - Present
JB Productions Live June 2007 - Present
Smith Barney June 2008 - August 2008
Skills
IT Operations, Information Technology, Customer Service, Sales, Operations Management, Manufacturing, Team Leadership, Project Management, Marketing Strategy, Management, Social Networking, Entertainment, Contract Negotiation, Project Planning, Marketing, Advertising
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Communication and Media Studies
Maxflight Corporation May 2009 - Present
JB Productions Live June 2007 - Present
Smith Barney June 2008 - August 2008
Skills
IT Operations, Information Technology, Customer Service, Sales, Operations Management, Manufacturing, Team Leadership, Project Management, Marketing Strategy, Management, Social Networking, Entertainment, Contract Negotiation, Project Planning, Marketing, Advertising
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor's degree, Communication and Media Studies
Barbara Silvan Barbara Silvan's Smith Barney Experience 1993 - 2001
Job Human Resources Executive
Industry Human Resources
Experience
Marsh & McLennan Companies, Inc. November 2010 - November 2012
Marsh & McLennan March 2005 - November 2010
Marsh Inc. 2002 - 2005
Smith Barney 1993 - 2001
Smith Barney 1990 - 1999
Smith Barney 1987 - 1990
Skills
Succession Planning, Organizational Design, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Management, Employee Relations, Performance Management, HR Policies, HR Transformation, Talent Acquisition, Management Development, Employment Law, Human Resources, Change Management
Education
Rider University
BS, Business Education
Marsh & McLennan Companies, Inc. November 2010 - November 2012
Marsh & McLennan March 2005 - November 2010
Marsh Inc. 2002 - 2005
Smith Barney 1993 - 2001
Smith Barney 1990 - 1999
Smith Barney 1987 - 1990
Skills
Succession Planning, Organizational Design, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Management, Employee Relations, Performance Management, HR Policies, HR Transformation, Talent Acquisition, Management Development, Employment Law, Human Resources, Change Management
Education
Rider University
BS, Business Education
Lori Ramsey Lori Ramsey's Smith Barney Experience 2005 - 2009
Job Director Sales and Business Development at Emerson Climate Technologies
Industry Consumer Goods
Experience
Emerson Climate Technologies October 2014 - Present
Emerson Climate Technologies 2013 - 2014
Lindenwood University 2009 - 2013
SMITH BARNEY 2005 - 2009
MarketSphere Consulting 2004 - 2005
Kraft Foods 2000 - 2001
GENERAL MILLS, INCORPORATED 1997 - 1999
GENERAL MILLS, INCORPORATED 1997 - 1998
Skills
Marketing, Relationship Management, P&L Budget Management, Sales, Communication, Project Management, Business Analysis, Budgets, Account Management, Entrepreneurship, Strategy, Research, Business Development, Program Management, Start-ups, CRM
Education
Olin School of BusinessWashington University in St. Louis 2002 — 2004
MASTER, BUSINESS ADMINISTRATION
Randolph-Macon Woman's College 1992 — 1996
BACHELOR OF ARTS, ECONOMICS AND COMMUNICATION
Emerson Climate Technologies October 2014 - Present
Emerson Climate Technologies 2013 - 2014
Lindenwood University 2009 - 2013
SMITH BARNEY 2005 - 2009
MarketSphere Consulting 2004 - 2005
Kraft Foods 2000 - 2001
GENERAL MILLS, INCORPORATED 1997 - 1999
GENERAL MILLS, INCORPORATED 1997 - 1998
Skills
Marketing, Relationship Management, P&L Budget Management, Sales, Communication, Project Management, Business Analysis, Budgets, Account Management, Entrepreneurship, Strategy, Research, Business Development, Program Management, Start-ups, CRM
Education
Olin School of BusinessWashington University in St. Louis 2002 — 2004
MASTER, BUSINESS ADMINISTRATION
Randolph-Macon Woman's College 1992 — 1996
BACHELOR OF ARTS, ECONOMICS AND COMMUNICATION
Thimas Bell's Smith Barney Experience June 2006 - August 2006
Job CEO, Project Manager at TB Creations
Industry Information Technology and Services
Experience
City of Rochester November 2014 - Present
TB Creations September 2009 - Present
Frontier Communications September 2012 - November 2014
DEM Productions, Inc. 2013 - 2013
Rochester Institute of Technology March 2009 - May 2012
Rochester Institute of Technology March 2009 - May 2012
RMBDC Inc June 2009 - August 2009
Fisher Price June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Web Design, Web Development, MySQL, Communication, Small Business Marketing, Project Management, Intermediate PHP..., ActionScript Programming, Small Business..., Database & Data Modeling, Java Programming, Web Server Side..., Online Marketing, Communication Skills, Social Media Marketing, ActionScript, Online Advertising, PHP, Databases, Graphic Design, Troubleshooting, User Interface Design, Customer Service, Logo Design, Flash, Photoshop, WordPress, Management, Leadership, User Experience, Interaction Design, Process Improvement, XHTML, Visio, Illustrator, CRM
Education
Rochester Institute of Technology 2007 — 2012
Bachelor of Science (BS), Information Technology
Rochester Institute of Technology 2007 — 2012
Certification, Small Business Management
City of Rochester November 2014 - Present
TB Creations September 2009 - Present
Frontier Communications September 2012 - November 2014
DEM Productions, Inc. 2013 - 2013
Rochester Institute of Technology March 2009 - May 2012
Rochester Institute of Technology March 2009 - May 2012
RMBDC Inc June 2009 - August 2009
Fisher Price June 2008 - August 2008
Smith Barney June 2006 - August 2006
Skills
Web Design, Web Development, MySQL, Communication, Small Business Marketing, Project Management, Intermediate PHP..., ActionScript Programming, Small Business..., Database & Data Modeling, Java Programming, Web Server Side..., Online Marketing, Communication Skills, Social Media Marketing, ActionScript, Online Advertising, PHP, Databases, Graphic Design, Troubleshooting, User Interface Design, Customer Service, Logo Design, Flash, Photoshop, WordPress, Management, Leadership, User Experience, Interaction Design, Process Improvement, XHTML, Visio, Illustrator, CRM
Education
Rochester Institute of Technology 2007 — 2012
Bachelor of Science (BS), Information Technology
Rochester Institute of Technology 2007 — 2012
Certification, Small Business Management
Brian Divney Brian Divney's Smith Barney Experience 1994 - 1995
Job Managing Principal at Timberline Capital Management, LLC
Industry Investment Management
Experience
Timberline Capital Management, LLC January 1999 - Present
Society Hill Capital Management February 1995 - January 1999
Smith Barney 1994 - 1995
Prudential Securities 1992 - 1994
Neuberger Berman 1988 - 1991
Skills
Alternative Investments, Equity Research, Asset Management, Capital Markets, Portfolio Management, Equities, Hedge Funds, Investment Management, Fund Of Funds, Bloomberg, Asset Allocation, Private Equity, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance and International Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Timberline Capital Management, LLC January 1999 - Present
Society Hill Capital Management February 1995 - January 1999
Smith Barney 1994 - 1995
Prudential Securities 1992 - 1994
Neuberger Berman 1988 - 1991
Skills
Alternative Investments, Equity Research, Asset Management, Capital Markets, Portfolio Management, Equities, Hedge Funds, Investment Management, Fund Of Funds, Bloomberg, Asset Allocation, Private Equity, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance and International Business
Rutgers University-New Brunswick 1984 — 1988
BA, Economics
Cregg Miyat CFP® Cregg Miyat CFP®'s Smith Barney Experience January 1998 - May 2008
Job Financial Advisor Investment Executive
Industry Financial Services
Experience
Cetera Advisors LLC May 2008 - Present
Smith Barney January 1998 - May 2008
Illinois Farm Bureau September 1992 - January 1997
Callahan Seeds April 1989 - September 1992
University of Missouri Extension Service September 1982 - April 1989
University of Tennessee November 1981 - March 1982
Indian Farm Bureau Coop June 1977 - August 1979
Skills
Strategic Financial..., Investment Strategies, Investments, Financial Planning, Financial Analysis, Financial Advisory, Estate Planning, Independent Financial..., Retirement, Long-term Care, Asset Management, Securities, IRAs, Barbershop Chorus..., Barbershop Quartet..., Show Script Writing, Agricultural Grain &..., Aquarium hobbist, Victory Motorcycle Owner, Football, Soccer,..., Marketing and Public..., Creative Problem Solving, Animal Science..., Home Improvement Skills..., Project Planning and...
Education
University of Tennessee-Knoxville 1979 — 1981
Master of Science, Agricultural Economics, 3.70/4.00
Purdue University 1973 — 1977
Bachelor of Science, Animal Science
Greenfield Central High School 1969 — 1973
Diploma, College Prep
Cetera Advisors LLC May 2008 - Present
Smith Barney January 1998 - May 2008
Illinois Farm Bureau September 1992 - January 1997
Callahan Seeds April 1989 - September 1992
University of Missouri Extension Service September 1982 - April 1989
University of Tennessee November 1981 - March 1982
Indian Farm Bureau Coop June 1977 - August 1979
Skills
Strategic Financial..., Investment Strategies, Investments, Financial Planning, Financial Analysis, Financial Advisory, Estate Planning, Independent Financial..., Retirement, Long-term Care, Asset Management, Securities, IRAs, Barbershop Chorus..., Barbershop Quartet..., Show Script Writing, Agricultural Grain &..., Aquarium hobbist, Victory Motorcycle Owner, Football, Soccer,..., Marketing and Public..., Creative Problem Solving, Animal Science..., Home Improvement Skills..., Project Planning and...
Education
University of Tennessee-Knoxville 1979 — 1981
Master of Science, Agricultural Economics, 3.70/4.00
Purdue University 1973 — 1977
Bachelor of Science, Animal Science
Greenfield Central High School 1969 — 1973
Diploma, College Prep
Isabell Daniel Isabell Daniel's Smith Barney Experience August 2006 - June 2008
Job Licensed Esthetician, Eyelash Extensionist, and Makeup Artist for Kalliste Clean Beauty Inc.
Industry Cosmetics
Experience
Kalliste Clean Beauty inc. January 2011 - Present
MiCamp Merchant Services 2010 - Present
YouSwoop February 2010 - November 2010
Chicago Skin Solutions April 2009 - November 2010
European Massage Therapy School March 2009 - February 2010
Rizzo Realty Group 2008 - 2009
Smith Barney August 2006 - June 2008
Wachovia Securities August 2004 - August 2006
Wachovia Securities August 2004 - August 2006
Bell Tower- Spa April 2002 - August 2004
Skills
Marketing, Small Business, Marketing Strategy, Customer Service, Financial Analysis, Investments, Portfolio Management, New Business Development, Relationship Management, Sales, Business Development, Financial Services, Social Media, Sales Management, Microsoft Excel, Sales Process, Microsoft Office, Customer Acquisition, Strategic Financial..., Insurance, Skin Care, CRM, Direct Sales, Beauty, Strategic Partnerships, Communication, Credit, Training, Account Management, Beauty Industry, Customer Retention, Strategic Planning
Education
Clarkstown South High School 1995 — 1999
Estelle skincare and spa institute
Rockland Community College
Associates, Math and Science
University of Arizona
Kalliste Clean Beauty inc. January 2011 - Present
MiCamp Merchant Services 2010 - Present
YouSwoop February 2010 - November 2010
Chicago Skin Solutions April 2009 - November 2010
European Massage Therapy School March 2009 - February 2010
Rizzo Realty Group 2008 - 2009
Smith Barney August 2006 - June 2008
Wachovia Securities August 2004 - August 2006
Wachovia Securities August 2004 - August 2006
Bell Tower- Spa April 2002 - August 2004
Skills
Marketing, Small Business, Marketing Strategy, Customer Service, Financial Analysis, Investments, Portfolio Management, New Business Development, Relationship Management, Sales, Business Development, Financial Services, Social Media, Sales Management, Microsoft Excel, Sales Process, Microsoft Office, Customer Acquisition, Strategic Financial..., Insurance, Skin Care, CRM, Direct Sales, Beauty, Strategic Partnerships, Communication, Credit, Training, Account Management, Beauty Industry, Customer Retention, Strategic Planning
Education
Clarkstown South High School 1995 — 1999
Estelle skincare and spa institute
Rockland Community College
Associates, Math and Science
University of Arizona
Eva Yiin Eva Yiin's Smith Barney Experience May 1996 - May 1997
Job at
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Bank of America Merrill Lynch December 2014 - Present
HSBC March 2013 - Present
HSBC May 2005 - March 2013
Merrill Lynch May 2004 - May 2005
Societe Generale Corporate and Investment Banking - SG CIB May 2003 - May 2004
Merrill Lynch May 1998 - May 2003
BNY Mellon May 1997 - May 1998
Citi May 1997 - May 1998
Smith Barney May 1996 - May 1997
JPMorgan Chase & Co. May 1993 - May 1996
Skills
Financial Services, Risk Management, Business Analysis, Banking, Derivatives, Fixed Income, FX Options, Back Office, Interest Rate...
Education
Queens College 1990 — 1993
Master's degree, Computer Science
Cristina Chung Cristina Chung's Smith Barney Experience February 2008 - May 2008
Job Financial Associate
Industry Financial Services
Experience
AIG May 2014 - Present
AIG April 2013 - April 2014
Citi June 2009 - March 2013
Citi June 2008 - June 2009
Smith Barney February 2008 - May 2008
Skills
Fixed Income, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Hedge Funds
Education
Rutgers University 2005 — 2009
BA, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
AIG May 2014 - Present
AIG April 2013 - April 2014
Citi June 2009 - March 2013
Citi June 2008 - June 2009
Smith Barney February 2008 - May 2008
Skills
Fixed Income, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Hedge Funds
Education
Rutgers University 2005 — 2009
BA, Economics
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Arts (BA), Economics
Janine Memon-Dietz Janine Memon-Dietz's Smith Barney Experience 1995 - 1997
Job Owner, Saving Grace Photography
Industry Fine Art
Experience
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Saving Grace Photography December 2006 - Present
TD Ameritrade August 2004 - May 2007
Cowen and Company May 2002 - August 2004
ABN AMRO Bank N.V. March 2001 - January 2002
NDB Capital Markets August 2000 - January 2001
Objective Health Systems, LLC January 2000 - September 2000
Sherwood Capital 1997 - 2000
Smith Barney 1995 - 1997
CSFB 1993 - 1995
Lehman Brothers 1991 - 1993
Skills
Program Management, Technical Documentation, Project Management, Business Analysis, Product Development, Social Media Marketing, Web Project Management, Entrepreneurship, Social Media, Photoshop, Business Strategy, Web Design, Graphic Design, Business Process..., Photo retouching, Commercial Photography, Product Management, Fine Art Photography, Marketing, Start-ups, Management, Customer Service, Microsoft Office, Communication, Data Mining, Technical Writing, Technical Support
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS. Mngt, Management
Adam P. Venanzi Adam P. Venanzi's Smith Barney Experience January 2007 - May 2007
Job Senior Account Manager at Ipreo
Industry Financial Services
Experience
Ipreo July 2010 - Present
Hold Brothers Online Investment Services/Xerxes Trading July 2008 - July 2010
Taylor Financial Group, LLC May 2007 - April 2008
Smith Barney January 2007 - May 2007
Skills
Equities, Trading, Capital Markets, Business Analysis, Financial Services, Relationship Management, FINRA, Bloomberg, Hedge Funds, Fixed Income, Securities, Investment Banking, Financial Analysis
Education
Ramapo College of New Jersey 2005 — 2007
BS, Business Administration
University of Hartford 2003 — 2005
Ipreo July 2010 - Present
Hold Brothers Online Investment Services/Xerxes Trading July 2008 - July 2010
Taylor Financial Group, LLC May 2007 - April 2008
Smith Barney January 2007 - May 2007
Skills
Equities, Trading, Capital Markets, Business Analysis, Financial Services, Relationship Management, FINRA, Bloomberg, Hedge Funds, Fixed Income, Securities, Investment Banking, Financial Analysis
Education
Ramapo College of New Jersey 2005 — 2007
BS, Business Administration
University of Hartford 2003 — 2005
Bryan Newman Bryan Newman's Smith Barney Experience December 1994 - September 1997
Job Assistant Vice President at Citigroup
Industry Information Technology and Services
Experience
Citigroup Capital Markets November 1999 - Present
Universal Automated Systems 1997 - 1999
Smith Barney December 1994 - September 1997
The Chase Manhattan Bank June 1992 - December 1994
Manufacturers Hanover Trust 1989 - 1992
Systematics/Alltel(current Fidelity Financial) 1987 - 1989
Skills
Business Analysis, Trading Systems, COBOL, JCL, User Acceptance Testing, DB2, Java, SQL, Analysis, Capital Markets, Banking, Problem Solving, Word, Microsoft Office, Outlook, Excel
Education
Rochester Institute of Technology 1981 — 1987
BS, Computer Science
Jamaica High School 1978 — 1981
Citigroup Capital Markets November 1999 - Present
Universal Automated Systems 1997 - 1999
Smith Barney December 1994 - September 1997
The Chase Manhattan Bank June 1992 - December 1994
Manufacturers Hanover Trust 1989 - 1992
Systematics/Alltel(current Fidelity Financial) 1987 - 1989
Skills
Business Analysis, Trading Systems, COBOL, JCL, User Acceptance Testing, DB2, Java, SQL, Analysis, Capital Markets, Banking, Problem Solving, Word, Microsoft Office, Outlook, Excel
Education
Rochester Institute of Technology 1981 — 1987
BS, Computer Science
Jamaica High School 1978 — 1981
Roger F. Vierra, Jr.'s Smith Barney Experience May 1989 - January 1991
Job Senior Vice President Investments and Institutional Consultant at UBS Institutional Consulting
Industry Financial Services
Experience
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
Alicia Dudick Alicia Dudick's Smith Barney Experience June 2007 - May 2009
Job Relationship Manager, Affinity Benefit Solutions, at American General
Industry Financial Services
Experience
American General June 2011 - Present
Citibank June 2009 - March 2011
Smith Barney June 2007 - May 2009
Citibank March 2001 - June 2007
Prudential Property & Casualty Insurance Company 1985 - 2000
Education
Queens College
BA, Mathematics
American General June 2011 - Present
Citibank June 2009 - March 2011
Smith Barney June 2007 - May 2009
Citibank March 2001 - June 2007
Prudential Property & Casualty Insurance Company 1985 - 2000
Education
Queens College
BA, Mathematics
Jill Corcoran's Smith Barney Experience May 1996 - March 2000
Job IP Client Liaison and Special Projects Manager at Cooley LLP
Industry Law Practice
Experience
Cooley LLP September 2014 - Present
Cooley LLP November 2012 - September 2014
Chadbourne & Parke LLP December 2010 - November 2012
Merck November 2009 - June 2010
Schering-Plough Pharmaceuticals June 2004 - November 2009
The BOC Group November 2001 - June 2004
Merrill Lynch March 2000 - September 2001
Smith Barney May 1996 - March 2000
COMEX (Commodity Exchange, Inc.) August 1988 - June 1993
Skills
Intellectual Property, Patents, Patent Prosecution, Due Diligence, Pharmaceutical Industry, Prosecution, Trademarks
Education
Randolph College 1984 — 1988
BA, Economics
Cooley LLP September 2014 - Present
Cooley LLP November 2012 - September 2014
Chadbourne & Parke LLP December 2010 - November 2012
Merck November 2009 - June 2010
Schering-Plough Pharmaceuticals June 2004 - November 2009
The BOC Group November 2001 - June 2004
Merrill Lynch March 2000 - September 2001
Smith Barney May 1996 - March 2000
COMEX (Commodity Exchange, Inc.) August 1988 - June 1993
Skills
Intellectual Property, Patents, Patent Prosecution, Due Diligence, Pharmaceutical Industry, Prosecution, Trademarks
Education
Randolph College 1984 — 1988
BA, Economics
Cindi Abribat's Smith Barney Experience 1997 - 2000
Job Partner at T.E.A.FACTORY CO
Industry Civic & Social Organization
Experience
T.E.A.FACTORY CO February 2012 - Present
Self Employed 2008 - Present
Waddell & Reed 2004 - 2006
Smith Barney 1997 - 2000
Skills
Public Speaking, Entrepreneurship, Social Media, Program Management, Team Building, Event Planning, Strategic Planning, Community Outreach, Social Networking, Coaching, Leadership, Public Relations, Training, Leadership Development, Budgets, Event Management, Teaching, Program Development, Social Media Marketing
Education
Rutgers University-New Brunswick 1976 — 1978
BS, Biology
Trinity College - Burlington, VT 1974 — 1976
Bachelor of Science (BS), Biology
T.E.A.FACTORY CO February 2012 - Present
Self Employed 2008 - Present
Waddell & Reed 2004 - 2006
Smith Barney 1997 - 2000
Skills
Public Speaking, Entrepreneurship, Social Media, Program Management, Team Building, Event Planning, Strategic Planning, Community Outreach, Social Networking, Coaching, Leadership, Public Relations, Training, Leadership Development, Budgets, Event Management, Teaching, Program Development, Social Media Marketing
Education
Rutgers University-New Brunswick 1976 — 1978
BS, Biology
Trinity College - Burlington, VT 1974 — 1976
Bachelor of Science (BS), Biology
Sonu Johar Sonu Johar's Smith Barney Experience December 2002 - September 2007
Job Actively Seeking Opportunities
Industry Investment Management
Experience
Forte Capital October 2009 - Present
Apple January 2012 - March 2013
Bryce Capital Management September 2007 - October 2009
Smith Barney December 2002 - September 2007
Merrill Lynch October 2000 - December 2002
Skills
Investments, Portfolio Management, Management, Fixed Income, Asset Allocation, Mutual Funds, Financial Services, Trading, Finance, Customer Service, Risk Management
Education
Rochester Institute of Technology 1995 — 2000
BS, Finance
State University of New York at Buffalo 1993 — 1995
Electrical and Mechanical Engineering
Forte Capital October 2009 - Present
Apple January 2012 - March 2013
Bryce Capital Management September 2007 - October 2009
Smith Barney December 2002 - September 2007
Merrill Lynch October 2000 - December 2002
Skills
Investments, Portfolio Management, Management, Fixed Income, Asset Allocation, Mutual Funds, Financial Services, Trading, Finance, Customer Service, Risk Management
Education
Rochester Institute of Technology 1995 — 2000
BS, Finance
State University of New York at Buffalo 1993 — 1995
Electrical and Mechanical Engineering
Matt Byrd Matt Byrd's Smith Barney Experience October 2003 - January 2006
Job Institutional Account Specialist at Pfizer
Industry Pharmaceuticals
Experience
Pfizer January 2015 - Present
Pfizer Pharmaceuticals January 2011 - December 2014
Pfizer Pharmaceuticals January 2006 - December 2010
Smith Barney October 2003 - January 2006
Edward Jones August 2002 - October 2003
Skills
Cardiology, Product Launch, Urology, Healthcare, Endocrinology, Neurology, Sales, Selling, OB/GYN, Strategic Planning, Project Management, Healthcare Information..., Pulmonology, Cross-functional Team..., Sales Operations, Psychiatry, Primary Care, Internal Medicine, Orthopedic, Pain Management, Social Media, Communication, Problem Solving, Analysis, Cross-functional..., Sales Process, Sales Analysis, Sales Effectiveness, Customer Satisfaction, Customer Engagement, Hospital Sales, Collaborative Problem..., Interdisciplinary..., Cross-functional..., Collaborative Leadership
Education
University of Illinois at Chicago 2012 — 2015
Master's degree, Health Informatics, 4.0
Xavier University 1998 — 2002
Business, Finance, Information Systems, 3.45
Richmond, The American International University in London 2000 — 2000
Oakwood High School 1994 — 1998
Pfizer January 2015 - Present
Pfizer Pharmaceuticals January 2011 - December 2014
Pfizer Pharmaceuticals January 2006 - December 2010
Smith Barney October 2003 - January 2006
Edward Jones August 2002 - October 2003
Skills
Cardiology, Product Launch, Urology, Healthcare, Endocrinology, Neurology, Sales, Selling, OB/GYN, Strategic Planning, Project Management, Healthcare Information..., Pulmonology, Cross-functional Team..., Sales Operations, Psychiatry, Primary Care, Internal Medicine, Orthopedic, Pain Management, Social Media, Communication, Problem Solving, Analysis, Cross-functional..., Sales Process, Sales Analysis, Sales Effectiveness, Customer Satisfaction, Customer Engagement, Hospital Sales, Collaborative Problem..., Interdisciplinary..., Cross-functional..., Collaborative Leadership
Education
University of Illinois at Chicago 2012 — 2015
Master's degree, Health Informatics, 4.0
Xavier University 1998 — 2002
Business, Finance, Information Systems, 3.45
Richmond, The American International University in London 2000 — 2000
Oakwood High School 1994 — 1998
Brian Gentile's Smith Barney Experience May 2004 - April 2005
Job Marketing Specialist at Gartner
Industry Marketing and Advertising
Experience
Gartner April 2015 - Present
Edge Marketing an ASM Company January 2015 - April 2015
Integrated Marketing Services August 2010 - January 2015
CitationAir May 2005 - August 2009
Smith Barney May 2004 - April 2005
Skills
Account Management, Marketing, Advertising, Social Media Marketing, Marketing Communications, Digital Marketing, Direct Marketing, Social Media, Direct Mail, Online Advertising, Customer Service, Email Marketing, Integrated Marketing, Marketing Strategy, Digital Strategy
Education
Quinnipiac University - School of Business 1997 — 2001
Marketing
Gartner April 2015 - Present
Edge Marketing an ASM Company January 2015 - April 2015
Integrated Marketing Services August 2010 - January 2015
CitationAir May 2005 - August 2009
Smith Barney May 2004 - April 2005
Skills
Account Management, Marketing, Advertising, Social Media Marketing, Marketing Communications, Digital Marketing, Direct Marketing, Social Media, Direct Mail, Online Advertising, Customer Service, Email Marketing, Integrated Marketing, Marketing Strategy, Digital Strategy
Education
Quinnipiac University - School of Business 1997 — 2001
Marketing
Diana R. Ianni, CFP® Diana R. Ianni, CFP®'s Smith Barney Experience 1993 - 1995
Job Client Relationship Manager at Delta Financial Group, Inc.
Industry Financial Services
Experience
Delta Financial Group, Inc. November 2006 - Present
Smith Barney 1993 - 1995
Merrill Lynch 1985 - 1993
Skills
Account Management, Relationship Management, CRM, Financial Services, Investments, Customer Service, Portfolio Management, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Economics
Delta Financial Group, Inc. November 2006 - Present
Smith Barney 1993 - 1995
Merrill Lynch 1985 - 1993
Skills
Account Management, Relationship Management, CRM, Financial Services, Investments, Customer Service, Portfolio Management, Mutual Funds
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1985
Bachelor's degree, Economics
Robert Bernardin, CRPC® Robert Bernardin, CRPC®'s Smith Barney Experience 1999 - 2011
Job Senior Vice President, Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons October 2012 - Present
Smith Barney 1999 - 2011
Smith Barney 1999 - 2011
Skills
Portfolio Management, Financial Advisory, Management, Finance, Investments
Education
The Ohio State University 1980 — 1982
Masters in Business, Finance, General
Purdue University 1976 — 1980
Bachelor's degree, Business Administration and Management, General
EDS
Hilliard Lyons October 2012 - Present
Smith Barney 1999 - 2011
Smith Barney 1999 - 2011
Skills
Portfolio Management, Financial Advisory, Management, Finance, Investments
Education
The Ohio State University 1980 — 1982
Masters in Business, Finance, General
Purdue University 1976 — 1980
Bachelor's degree, Business Administration and Management, General
EDS
Nathan Laffoon's Smith Barney Experience April 1989 - August 1991
Job immediate past president, board of trustees at Harbor Springs Library
Industry Marketing and Advertising
Experience
Harbor Springs Library March 2011 - Present
on-line productions inc 1993 - Present
Harbor Capital 2007 - 2013
Smith Barney April 1989 - August 1991
Drexel Burnham Lambert April 1987 - April 1989
Oppenheimer & Co. 1985 - 1986
Education
Rollins College 1967 — 1971
BA, Eng Lit, Philosophy of Religion
Harbor Springs Library March 2011 - Present
on-line productions inc 1993 - Present
Harbor Capital 2007 - 2013
Smith Barney April 1989 - August 1991
Drexel Burnham Lambert April 1987 - April 1989
Oppenheimer & Co. 1985 - 1986
Education
Rollins College 1967 — 1971
BA, Eng Lit, Philosophy of Religion
Kathy Nyman Kathy Nyman's Smith Barney Experience 1983 - 2007
Job Licenced Agent at New York Life Insurance Company, Focused on Insurance and Retirement Planning.
Industry Insurance
Experience
New York Life Insurance Company September 2009 - Present
Citigroup December 1983 - July 2007
Citi 1983 - 2007
Smith Barney 1983 - 2007
Skills
Insurance, Retirement Planning, Retirement, Mutual Funds, Series 7, Selling, Fixed Annuities, Finance, Series 63, Sales, CRM, Accounting, Investments, Financial Services, Portfolio Management, Securities, Equities, Asset Management, 401k, Life Insurance, Wealth Management, Investment Strategies, Asset Allocation
Education
Rutgers University-New Brunswick 1980 — 1983
BA, Communication
New York Life Insurance Company September 2009 - Present
Citigroup December 1983 - July 2007
Citi 1983 - 2007
Smith Barney 1983 - 2007
Skills
Insurance, Retirement Planning, Retirement, Mutual Funds, Series 7, Selling, Fixed Annuities, Finance, Series 63, Sales, CRM, Accounting, Investments, Financial Services, Portfolio Management, Securities, Equities, Asset Management, 401k, Life Insurance, Wealth Management, Investment Strategies, Asset Allocation
Education
Rutgers University-New Brunswick 1980 — 1983
BA, Communication
Chad D. Meisner, CFP® Chad D. Meisner, CFP®'s Smith Barney Experience January 2005 - April 2009
Job Financial Advisor | Associate Vice President | CERTIFIED FINANCIAL PLANNER(TM) |
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Smith Barney January 2005 - April 2009
A.G. Edwards & Sons, Inc. January 1996 - January 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Finance, Estate Planning, Financial Services, Retirement, Tax, Series 7, Mutual Funds, Asset Allocation, Investment Advisory
Education
Roger Williams University 1990 — 1994
Bachelor of Science, Business Administration
Minnechaug Regional High School 1986 — 1990
Ameriprise Financial Services, Inc. April 2009 - Present
Smith Barney January 2005 - April 2009
A.G. Edwards & Sons, Inc. January 1996 - January 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Finance, Estate Planning, Financial Services, Retirement, Tax, Series 7, Mutual Funds, Asset Allocation, Investment Advisory
Education
Roger Williams University 1990 — 1994
Bachelor of Science, Business Administration
Minnechaug Regional High School 1986 — 1990
Robert J. Eigenbauer, CFA Robert J. Eigenbauer, CFA's Smith Barney Experience July 1998 - February 2000
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock, Inc. October 2006 - December 2012
Merrill Lynch February 2000 - September 2006
Smith Barney July 1998 - February 2000
Skills
Mutual Funds, 401k, Financial Services, Microsoft Excel, Business Analysis, Financial Analysis, Investment Management, Finance, Bonds, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Science, Finance
BlackRock January 2013 - Present
BlackRock, Inc. October 2006 - December 2012
Merrill Lynch February 2000 - September 2006
Smith Barney July 1998 - February 2000
Skills
Mutual Funds, 401k, Financial Services, Microsoft Excel, Business Analysis, Financial Analysis, Investment Management, Finance, Bonds, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Science, Finance
John Conley's Smith Barney Experience January 1997 - March 2005
Job VP of Long Term Care Business Development at Healogics, Inc.
Industry Hospital & Health Care
Experience
Healogics, Inc. June 2015 - Present
Healogics August 2013 - May 2015
Johnson & Johnson April 2012 - August 2013
Johnson & Johnson April 2005 - February 2012
Smith Barney January 1997 - March 2005
American General Finance July 1994 - December 1996
Skills
Direct Sales, Management Consulting, Change Management, Action Plans, Public Speaking, Presentation Development, Customer Presentations, Evaluation, Business Planning, Business Strategy, Business Process, Staff Training, Executive Reporting, Productivity Improvement, Team Building, Incentive Programs, Compensation Plans, Sales Process, New Business Development, Branch Management, Project Management, Process Improvement, Business Development, Turn Around Management, Negotiation, Management, Compensation & Benefit, Business Analysis, Budgets, Analysis, Sales Management, Training, Strategy, Cross-functional Team..., Executive Management, Product Launch, Project Planning, Sales Operations, Strategic Planning, Analytics, Market Analysis, Consulting, Product Management, Market Development, Competitive Analysis, CRM, Business Process...
Education
Rollins College - Crummer Graduate School of Business 1993 — 1994
M.B.A, w; Finance
Carlson School of Management at the University of Minnesota 1986 — 1990
B.S, Business w; International Business
Edina High
Healogics, Inc. June 2015 - Present
Healogics August 2013 - May 2015
Johnson & Johnson April 2012 - August 2013
Johnson & Johnson April 2005 - February 2012
Smith Barney January 1997 - March 2005
American General Finance July 1994 - December 1996
Skills
Direct Sales, Management Consulting, Change Management, Action Plans, Public Speaking, Presentation Development, Customer Presentations, Evaluation, Business Planning, Business Strategy, Business Process, Staff Training, Executive Reporting, Productivity Improvement, Team Building, Incentive Programs, Compensation Plans, Sales Process, New Business Development, Branch Management, Project Management, Process Improvement, Business Development, Turn Around Management, Negotiation, Management, Compensation & Benefit, Business Analysis, Budgets, Analysis, Sales Management, Training, Strategy, Cross-functional Team..., Executive Management, Product Launch, Project Planning, Sales Operations, Strategic Planning, Analytics, Market Analysis, Consulting, Product Management, Market Development, Competitive Analysis, CRM, Business Process...
Education
Rollins College - Crummer Graduate School of Business 1993 — 1994
M.B.A, w; Finance
Carlson School of Management at the University of Minnesota 1986 — 1990
B.S, Business w; International Business
Edina High
Deana Dwyer Deana Dwyer's Smith Barney Experience 1994 - 2000
Job EA Institutional Accounts at Brandywine Global
Industry Financial Services
Experience
Brandywine Global April 2012 - Present
Lincoln Financial Group January 2011 - April 2012
Credit Suisse January 2001 - December 2010
Smith Barney 1994 - 2000
Education
Rowan University 1990 — 1994
BA, economics
Brandywine Global April 2012 - Present
Lincoln Financial Group January 2011 - April 2012
Credit Suisse January 2001 - December 2010
Smith Barney 1994 - 2000
Education
Rowan University 1990 — 1994
BA, economics
Gene Steiker Gene Steiker's Smith Barney Experience June 1998 - July 1999
Job
Industry Computer Software
Experience
GDS Associates January 2009 - Present
Merck/Schering Plough March 2005 - August 2010
Lehman Brothers September 2004 - November 2004
Citigroup July 2003 - September 2004
A&P July 2000 - February 2003
Rutgers University Foundation July 1999 - July 2000
Smith Barney June 1998 - July 1999
Bellcore/Telcordia Technologies October 1997 - May 1998
Sony Electronics, Inc June 1996 - October 1997
Group Health Incorporated February 1996 - June 1996
Skills
Business Intelligence, Software Project..., Project Management, Visio, Requirements Analysis, Integration, Requirements Gathering, Process Improvement, Databases, Testing, Oracle, Microsoft SQL Server, Analysis, Leadership, Access
Education
University of Pennsylvania 1969 — 1972
MA, Regional Economics
Rutgers University-New Brunswick 1964 — 1968
BA, Economics
NJIT
ASP, Java
GDS Associates January 2009 - Present
Merck/Schering Plough March 2005 - August 2010
Lehman Brothers September 2004 - November 2004
Citigroup July 2003 - September 2004
A&P July 2000 - February 2003
Rutgers University Foundation July 1999 - July 2000
Smith Barney June 1998 - July 1999
Bellcore/Telcordia Technologies October 1997 - May 1998
Sony Electronics, Inc June 1996 - October 1997
Group Health Incorporated February 1996 - June 1996
Skills
Business Intelligence, Software Project..., Project Management, Visio, Requirements Analysis, Integration, Requirements Gathering, Process Improvement, Databases, Testing, Oracle, Microsoft SQL Server, Analysis, Leadership, Access
Education
University of Pennsylvania 1969 — 1972
MA, Regional Economics
Rutgers University-New Brunswick 1964 — 1968
BA, Economics
NJIT
ASP, Java
Alexis Gonzales, MBA's Smith Barney Experience July 2008 - July 2009
Job Director of Career Services at ITT Technical Institute
Industry Higher Education
Experience
ITT Technical Institute October 2014 - Present
ITT Technical Institute January 2014 - October 2014
School Datebooks February 2012 - December 2013
Avanti Skin Center September 2010 - February 2012
Business.com July 2010 - November 2010
Xcel Energy August 2009 - September 2010
Smith Barney July 2008 - July 2009
Skills
Outlook, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Facebook, Social Networking, Marketing, Sales, Customer Service, Marketing Strategy, Email Marketing, Advertising, Retail, Public Speaking, PowerPoint, Management, Training, Leadership, Interviews
Education
Regis University 2011 — 2013
MBA, Master's of Business Administration
Daniels College of Business: University of Denver- 2006-2010 2006 — 2010
BSBA, marketing
University of Denver - Daniels College of Business 2006 — 2010
Bachelor's of Science in Business Administration, Marketing
Arvada High School
ITT Technical Institute October 2014 - Present
ITT Technical Institute January 2014 - October 2014
School Datebooks February 2012 - December 2013
Avanti Skin Center September 2010 - February 2012
Business.com July 2010 - November 2010
Xcel Energy August 2009 - September 2010
Smith Barney July 2008 - July 2009
Skills
Outlook, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Facebook, Social Networking, Marketing, Sales, Customer Service, Marketing Strategy, Email Marketing, Advertising, Retail, Public Speaking, PowerPoint, Management, Training, Leadership, Interviews
Education
Regis University 2011 — 2013
MBA, Master's of Business Administration
Daniels College of Business: University of Denver- 2006-2010 2006 — 2010
BSBA, marketing
University of Denver - Daniels College of Business 2006 — 2010
Bachelor's of Science in Business Administration, Marketing
Arvada High School
Steven Wahlberg Steven Wahlberg's Smith Barney Experience March 2003 - February 2005
Job Independent Business Owner at VoiceByWahlberg
Industry Professional Training & Coaching
Experience
YHB Investment Advisors, Inc. March 2007 - June 2008
Ameriprise Financial March 2006 - February 2007
Bank of America March 2005 - February 2006
Smith Barney March 2003 - February 2005
Crossroadstrading July 1980 - February 2003
Skills
Public Speaking, Investments, Strategic Planning, E-Learning, Business Strategy, Coaching, Small Business, Voice Over, Financial Analysis, Voice Acting, Narration, Customer Service, Marketing, Management, Sales, Business Planning, Entrepreneurship, Leadership Development, Training, Public Relations, Leadership, Presenter, Organizational..., Management Consulting, Strategy, Team Building, Studio Recording
Education
Rutgers University-New Brunswick 1975 — 1979
B.A., Psychology
FTHS 1971 — 1975
YHB Investment Advisors, Inc. March 2007 - June 2008
Ameriprise Financial March 2006 - February 2007
Bank of America March 2005 - February 2006
Smith Barney March 2003 - February 2005
Crossroadstrading July 1980 - February 2003
Skills
Public Speaking, Investments, Strategic Planning, E-Learning, Business Strategy, Coaching, Small Business, Voice Over, Financial Analysis, Voice Acting, Narration, Customer Service, Marketing, Management, Sales, Business Planning, Entrepreneurship, Leadership Development, Training, Public Relations, Leadership, Presenter, Organizational..., Management Consulting, Strategy, Team Building, Studio Recording
Education
Rutgers University-New Brunswick 1975 — 1979
B.A., Psychology
FTHS 1971 — 1975
Jeffrey Simon, CFP® Jeffrey Simon, CFP®'s Smith Barney Experience May 2001 - July 2006
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
RBC Wealth Management July 2006 - October 2012
Smith Barney May 2001 - July 2006
Alper Services LLC January 1998 - May 2001
American Express Financial Advisors August 1994 - January 1998
Baxter Healthcare August 1989 - August 1994
General Electric June 1988 - December 1988
Porsche September 1987 - April 1988
Ernst & Young September 1984 - September 1986
Education
University of Illinois at Chicago 1986 — 1989
MBA, Finance, International Business
Southern Methodist University 1980 — 1984
BBA, Accounting
Richmond, The American International University in London 1983 — 1983
Wells Fargo Advisors, LLC October 2012 - Present
RBC Wealth Management July 2006 - October 2012
Smith Barney May 2001 - July 2006
Alper Services LLC January 1998 - May 2001
American Express Financial Advisors August 1994 - January 1998
Baxter Healthcare August 1989 - August 1994
General Electric June 1988 - December 1988
Porsche September 1987 - April 1988
Ernst & Young September 1984 - September 1986
Education
University of Illinois at Chicago 1986 — 1989
MBA, Finance, International Business
Southern Methodist University 1980 — 1984
BBA, Accounting
Richmond, The American International University in London 1983 — 1983
Emily Chen Emily Chen's Smith Barney Experience May 2009 - April 2010
Job Manager, Client Services at Namely
Industry Chemicals
Experience
Namely July 2015 - Present
Namely August 2014 - June 2015
Formosa Plastics October 2012 - August 2014
Formosa Plastics February 2011 - September 2012
Smith Barney May 2009 - April 2010
Zale May 2008 - August 2009
Inteplast Group May 2007 - August 2007
Skills
Account Management, Customer Service, Client Relations, Microsoft Excel, Leadership, Analysis, Namely, Budgets, Sales, Process Improvement, Microsoft Office, Project Management, Data Analysis, AS400 system, Sales&Marketing, Team Leadership
Education
Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Namely July 2015 - Present
Namely August 2014 - June 2015
Formosa Plastics October 2012 - August 2014
Formosa Plastics February 2011 - September 2012
Smith Barney May 2009 - April 2010
Zale May 2008 - August 2009
Inteplast Group May 2007 - August 2007
Skills
Account Management, Customer Service, Client Relations, Microsoft Excel, Leadership, Analysis, Namely, Budgets, Sales, Process Improvement, Microsoft Office, Project Management, Data Analysis, AS400 system, Sales&Marketing, Team Leadership
Education
Rutgers Business School 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Byron Harrell CFP®, CRPS® Byron Harrell CFP®, CRPS®'s Smith Barney Experience September 2004 - February 2009
Job Vice PresidentInvestments at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC February 2009 - Present
Smith Barney September 2004 - February 2009
Skills
Series 7, Retirement Planning, Asset Managment, Employee Stock Options, Investments, Asset Management, Financial Services, Wealth Management, Finance, Investment Advisory, FINRA, Financial Advisory, Securities, Asset Allocation, Management, Wealth, Portfolio Management
Education
Randolph-Macon College 1996 — 2000
BS, Accounting
Davenport & Company LLC February 2009 - Present
Smith Barney September 2004 - February 2009
Skills
Series 7, Retirement Planning, Asset Managment, Employee Stock Options, Investments, Asset Management, Financial Services, Wealth Management, Finance, Investment Advisory, FINRA, Financial Advisory, Securities, Asset Allocation, Management, Wealth, Portfolio Management
Education
Randolph-Macon College 1996 — 2000
BS, Accounting
Daniel Snodgrass, CRPS Daniel Snodgrass, CRPS's Smith Barney Experience December 2005 - September 2008
Job Financial Advisor with UBS
Industry Financial Services
Experience
UBS Financial Services September 2008 - Present
Smith Barney December 2005 - September 2008
Smith Barney October 1999 - November 2005
Education
Rutgers, The State University of New Jersey-Camden 1995 — 2000
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Economics
Washington Township High School 1991 — 1995
UBS Financial Services September 2008 - Present
Smith Barney December 2005 - September 2008
Smith Barney October 1999 - November 2005
Education
Rutgers, The State University of New Jersey-Camden 1995 — 2000
Bachelor's degree, Economics
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (B.A.), Economics
Washington Township High School 1991 — 1995
Tara Cage Tara Cage's Smith Barney Experience January 2004 - September 2008
Job Realtor at Allen Tate
Industry Real Estate
Experience
Allen Tate Realtors January 2010 - Present
Morgan Stanley Smith Barney September 2008 - January 2010
Smith Barney January 2004 - September 2008
Education
Radford University 1988 — 1992
B.S., Economics
Allen Tate Realtors January 2010 - Present
Morgan Stanley Smith Barney September 2008 - January 2010
Smith Barney January 2004 - September 2008
Education
Radford University 1988 — 1992
B.S., Economics
Greg Ventura Greg Ventura's Smith Barney Experience 1988 - 1990
Job Quality Assurance Manager at DZS Software Solutions, Inc.
Industry Pharmaceuticals
Experience
DZS Software Solutions, Inc. 1997 - Present
DZS Computer Solutions, Inc. 1991 - 1997
Smith Barney 1988 - 1990
Deloitte, Haskins & Sells 1987 - 1988
Purolator Products, Inc. 1985 - 1987
Skills
21 CFR Part 11, Quality Assurance, Software Documentation, FDA, Computer System..., SDLC, Clinical Data Management, Programming, CRO, Testing, Data Management, Sop, EDC, GxP, Databases, Software Development, SAS, Clinical Trials, CTMS, Validation, CDISC, GCP, V&V, Software Quality..., User Acceptance Testing, ICH-GCP, Quality System, System Testing, Manual Testing, Black\Whitebox Testing, Unit Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
B.A., Mathematics
DZS Software Solutions, Inc. 1997 - Present
DZS Computer Solutions, Inc. 1991 - 1997
Smith Barney 1988 - 1990
Deloitte, Haskins & Sells 1987 - 1988
Purolator Products, Inc. 1985 - 1987
Skills
21 CFR Part 11, Quality Assurance, Software Documentation, FDA, Computer System..., SDLC, Clinical Data Management, Programming, CRO, Testing, Data Management, Sop, EDC, GxP, Databases, Software Development, SAS, Clinical Trials, CTMS, Validation, CDISC, GCP, V&V, Software Quality..., User Acceptance Testing, ICH-GCP, Quality System, System Testing, Manual Testing, Black\Whitebox Testing, Unit Testing
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1986
B.A., Mathematics
Barney Packard II, CFP®'s Smith Barney Experience June 2000 - September 2009
Job First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates September 2009 - Present
Clay Fire Territory 2006 - Present
Smith Barney June 2000 - September 2009
New York Life June 1999 - June 2000
Skills
Investments, Wealth Management, Insurance, Securities, Finance, Estate Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Retirement Planning, Investment Management, Investment Advisory, Series 65, Retirement, Series 63, Fixed Annuities, Wealth Management...
Education
Purdue University 1996 — 2000
Bachelors of Science, Financial Counseling and Planning
Raymond James & Associates September 2009 - Present
Clay Fire Territory 2006 - Present
Smith Barney June 2000 - September 2009
New York Life June 1999 - June 2000
Skills
Investments, Wealth Management, Insurance, Securities, Finance, Estate Planning, Financial Advisory, Asset Management, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Retirement Planning, Investment Management, Investment Advisory, Series 65, Retirement, Series 63, Fixed Annuities, Wealth Management...
Education
Purdue University 1996 — 2000
Bachelors of Science, Financial Counseling and Planning
Kathy Leeman, MBA Kathy Leeman, MBA's Smith Barney Experience 1998 - 2000
Job Manager, Industry Solutions at Oracle
Industry Marketing and Advertising
Experience
Oracle Marketing Cloud July 2013 - Present
First Data Corporation March 2009 - July 2013
KLM Marketing & Communications LLC December 2008 - August 2010
The Seed LLC February 2009 - September 2009
Cassandra Capital Partners February 2008 - June 2008
Citigroup August 2003 - February 2008
The CCS Companies August 2002 - May 2003
Smith Barney 1998 - 2000
Skills
Marketing Automation, Newsletter Production, Project Management, Public Speaking, Copywriting, Business Planning, Marketing Management, Strategic Planning, Marketing Strategy, Marketing, Business Strategy, B2B, Lead Generation, Email Marketing, Eloqua, B2B Marketing
Education
Regis University 2009 — 2012
MBA, Strategic Management
University of California, Riverside 1993 — 1997
B.A., Business
Canyon High School 1989 — 1993
Oracle Marketing Cloud July 2013 - Present
First Data Corporation March 2009 - July 2013
KLM Marketing & Communications LLC December 2008 - August 2010
The Seed LLC February 2009 - September 2009
Cassandra Capital Partners February 2008 - June 2008
Citigroup August 2003 - February 2008
The CCS Companies August 2002 - May 2003
Smith Barney 1998 - 2000
Skills
Marketing Automation, Newsletter Production, Project Management, Public Speaking, Copywriting, Business Planning, Marketing Management, Strategic Planning, Marketing Strategy, Marketing, Business Strategy, B2B, Lead Generation, Email Marketing, Eloqua, B2B Marketing
Education
Regis University 2009 — 2012
MBA, Strategic Management
University of California, Riverside 1993 — 1997
B.A., Business
Canyon High School 1989 — 1993
Paul Bouldin's Smith Barney Experience May 1996 - October 2001
Job Senior Land Broker at Marcus & Millichap
Industry Real Estate
Experience
Marcus Millichap October 2008 - Present
Bouldin & Associates October 2005 - September 2008
Morrison Homes May 2005 - October 2005
Trinity Consulting LLC October 2001 - May 2005
Smith Barney May 1996 - October 2001
Bouldin & Associates, Inc. January 1980 - June 1996
Wheat First Securities, Inc. June 1977 - January 1980
Education
Rollins College - Crummer Graduate School of Business 1976 — 1977
BA, Business Management
Rollins College 1975 — 1977
BA, Economics
Marcus Millichap October 2008 - Present
Bouldin & Associates October 2005 - September 2008
Morrison Homes May 2005 - October 2005
Trinity Consulting LLC October 2001 - May 2005
Smith Barney May 1996 - October 2001
Bouldin & Associates, Inc. January 1980 - June 1996
Wheat First Securities, Inc. June 1977 - January 1980
Education
Rollins College - Crummer Graduate School of Business 1976 — 1977
BA, Business Management
Rollins College 1975 — 1977
BA, Economics
Theresa Cardona's Smith Barney Experience June 2007 - December 2008
Job Property Management
Industry Real Estate
Experience
Nightingale Realty Group December 2014 - Present
Capano Management February 2014 - July 2014
GSA November 2008 - February 2014
Smith Barney June 2007 - December 2008
Marlin Leasing March 2007 - June 2007
Christian Playcare Center January 1996 - June 2007
Skills
Lease Abstracting, Lease Administration, Common Area Maintenance, Real Estate Contracts, Document Drafting, Legal Documents, Maintenance Requests, CPI Adjustments, Lease Summaries, Lease Extensions, Reducing Operating Costs, Invoicing, Withdraw Packages, CAM Reconciliation, Reserve Disbursement..., Property Management, Financial Analysis, Finance, Drafting Correspondence, Credit, Financial Reporting, Portfolio Management, Training, Real Estate Economics, Insurance, Credit Analysis, Customer Analysis, Commercial Real Estate, Microsoft Excel, Financial Modeling, Interviews, Analysis, Customer Service, Federal Government, Public Speaking, Administration, Teaching, Program Coordination, Procurement, Series 7, Community Outreach, Public Relations, Business Travel, Federal Government..., Leases, Budgets, Microsoft Office, Management, Strategic Planning, Contract Negotiation
Education
McKendree University
Masters of Arts, 4.0
Rutgers University
B.A, Economics
Rowan College at Gloucester County
A.A, Psychology
Nightingale Realty Group December 2014 - Present
Capano Management February 2014 - July 2014
GSA November 2008 - February 2014
Smith Barney June 2007 - December 2008
Marlin Leasing March 2007 - June 2007
Christian Playcare Center January 1996 - June 2007
Skills
Lease Abstracting, Lease Administration, Common Area Maintenance, Real Estate Contracts, Document Drafting, Legal Documents, Maintenance Requests, CPI Adjustments, Lease Summaries, Lease Extensions, Reducing Operating Costs, Invoicing, Withdraw Packages, CAM Reconciliation, Reserve Disbursement..., Property Management, Financial Analysis, Finance, Drafting Correspondence, Credit, Financial Reporting, Portfolio Management, Training, Real Estate Economics, Insurance, Credit Analysis, Customer Analysis, Commercial Real Estate, Microsoft Excel, Financial Modeling, Interviews, Analysis, Customer Service, Federal Government, Public Speaking, Administration, Teaching, Program Coordination, Procurement, Series 7, Community Outreach, Public Relations, Business Travel, Federal Government..., Leases, Budgets, Microsoft Office, Management, Strategic Planning, Contract Negotiation
Education
McKendree University
Masters of Arts, 4.0
Rutgers University
B.A, Economics
Rowan College at Gloucester County
A.A, Psychology
Jill McMenamin Ross Jill McMenamin Ross's Smith Barney Experience July 2004 - May 2006
Job Vice President, NJ Market Director at Beneficial Bank
Industry Financial Services
Experience
Beneficial Bank June 2012 - Present
Beneficial Savings Bank April 2008 - June 2012
Wachovia May 2006 - April 2008
Smith Barney July 2004 - May 2006
Commerce Bank May 1995 - July 2004
Skills
Banking, Credit, Commercial Lending, Investments, Financial Analysis, Mortgage Lending, Insurance, Small Business, Commercial Banking, Commercial Mortgages, Wealth Management, Retail Banking, Real Estate, Strategic Financial..., Small Business Lending, New Business Development, Marketing, Finance, Sales Management, Credit Analysis, Business Development, Financial Risk, Consumer Lending, Asset Based Lending, Cross Selling, Financial Services, Portfolio Management, Retirement Planning, Leadership, Credit Risk, Lines Of Credit, Mortgage Banking, Underwriting, Risk Management, Management, Investment Advisory, Mutual Funds, Due Diligence, Mergers & Acquisitions, Cash Management, Loan Origination, Series 7, Relationship Management, Securities, Credit Cards, Treasury Management, Deposits, Merchant Services, Branch Management, Asset Management
Education
Rutgers University – Camden 2002 — 2005
BS, Finance
Beneficial Bank June 2012 - Present
Beneficial Savings Bank April 2008 - June 2012
Wachovia May 2006 - April 2008
Smith Barney July 2004 - May 2006
Commerce Bank May 1995 - July 2004
Skills
Banking, Credit, Commercial Lending, Investments, Financial Analysis, Mortgage Lending, Insurance, Small Business, Commercial Banking, Commercial Mortgages, Wealth Management, Retail Banking, Real Estate, Strategic Financial..., Small Business Lending, New Business Development, Marketing, Finance, Sales Management, Credit Analysis, Business Development, Financial Risk, Consumer Lending, Asset Based Lending, Cross Selling, Financial Services, Portfolio Management, Retirement Planning, Leadership, Credit Risk, Lines Of Credit, Mortgage Banking, Underwriting, Risk Management, Management, Investment Advisory, Mutual Funds, Due Diligence, Mergers & Acquisitions, Cash Management, Loan Origination, Series 7, Relationship Management, Securities, Credit Cards, Treasury Management, Deposits, Merchant Services, Branch Management, Asset Management
Education
Rutgers University – Camden 2002 — 2005
BS, Finance
William Risberg Jr. William Risberg Jr.'s Smith Barney Experience January 1983 - December 1993
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS October 2008 - Present
Merrill Lynch January 1993 - October 2008
Smith Barney January 1983 - December 1993
Schering-Plough February 1977 - December 1983
Skills
Portfolio Management
Education
Rutgers University
MBA, Finance
UBS October 2008 - Present
Merrill Lynch January 1993 - October 2008
Smith Barney January 1983 - December 1993
Schering-Plough February 1977 - December 1983
Skills
Portfolio Management
Education
Rutgers University
MBA, Finance
Kate Kaeli, CMP Kate Kaeli, CMP's Smith Barney Experience September 1997 - May 1999
Job Meeting Planner / Account Executive at TH Mgmt Inc.
Industry Public Relations and Communications
Experience
TH Mgmt Inc. January 2011 - Present
Concept K July 2009 - January 2011
BlackRock October 2006 - November 2008
kma events, LLC October 2001 - October 2006
McCarter Theatre January 2000 - October 2001
Alliance Capital May 1999 - January 2000
Smith Barney September 1997 - May 1999
Smith Barney September 1995 - September 1997
Skills
Event Planning, Contract Negotiation, Budget Management, Meeting Planning, Proposal Writing, Promotions, Creative Development, Site Inspection, Budget Preparation, Venue Selection, Event Staffing, Theme Development, Special Events, Event Management, Fundraising, Trade Shows, Marketing Communications, Budgeting, Social Media, Public Relations
Education
University of North Carolina at Charlotte 2010 — 2010
Meeting and Event Planning Certificate
Radford University 1990 — 1995
B.S., Psychology
TH Mgmt Inc. January 2011 - Present
Concept K July 2009 - January 2011
BlackRock October 2006 - November 2008
kma events, LLC October 2001 - October 2006
McCarter Theatre January 2000 - October 2001
Alliance Capital May 1999 - January 2000
Smith Barney September 1997 - May 1999
Smith Barney September 1995 - September 1997
Skills
Event Planning, Contract Negotiation, Budget Management, Meeting Planning, Proposal Writing, Promotions, Creative Development, Site Inspection, Budget Preparation, Venue Selection, Event Staffing, Theme Development, Special Events, Event Management, Fundraising, Trade Shows, Marketing Communications, Budgeting, Social Media, Public Relations
Education
University of North Carolina at Charlotte 2010 — 2010
Meeting and Event Planning Certificate
Radford University 1990 — 1995
B.S., Psychology
Bradley Stoutenburgh Bradley Stoutenburgh's Smith Barney Experience June 2005 - August 2007
Job Associate, Strategy & Corporate Development at Condé Nast
Industry Publishing
Experience
Condé Nast August 2014 - Present
Condé Nast January 2013 - Present
Condé Nast January 2011 - December 2012
Hasbro June 2007 - August 2008
Sea Fresh USA June 2005 - August 2007
Smith Barney June 2005 - August 2007
Skills
Investments, Finance, Strategic Partnerships, Digital Marketing, Marketing Strategy, Publishing, New Business Development, Social Media, Marketing, Digital Media, Analytics, Competitive Analysis, Social Media Marketing, Financial Analysis, Business Development, Integrated Marketing, Financial Modeling
Education
University of Rhode Island 2007 — 2010
Bachelor of Science in Business Administration, Finance
South Kingstown High School 2002 — 2006
Roanoke College
Condé Nast August 2014 - Present
Condé Nast January 2013 - Present
Condé Nast January 2011 - December 2012
Hasbro June 2007 - August 2008
Sea Fresh USA June 2005 - August 2007
Smith Barney June 2005 - August 2007
Skills
Investments, Finance, Strategic Partnerships, Digital Marketing, Marketing Strategy, Publishing, New Business Development, Social Media, Marketing, Digital Media, Analytics, Competitive Analysis, Social Media Marketing, Financial Analysis, Business Development, Integrated Marketing, Financial Modeling
Education
University of Rhode Island 2007 — 2010
Bachelor of Science in Business Administration, Finance
South Kingstown High School 2002 — 2006
Roanoke College
Chip Wieczorek, CFP® Chip Wieczorek, CFP®'s Smith Barney Experience September 2006 - August 2009
Job Senior Vice President at Tradition Capital Management, LLC
Industry Financial Services
Experience
Tradition Capital Management, LLC March 2015 - Present
Beacon Trust a subsidiary of The Provident Bank August 2009 - February 2015
Smith Barney September 2006 - August 2009
Skills
Retirement, Estate Planning, Investments, Wealth Management, Series 7, Alternative Investments, Trust Services, Investment Advisory, Certified Financial..., Wealth, Portfolio Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Economics
Tradition Capital Management, LLC March 2015 - Present
Beacon Trust a subsidiary of The Provident Bank August 2009 - February 2015
Smith Barney September 2006 - August 2009
Skills
Retirement, Estate Planning, Investments, Wealth Management, Series 7, Alternative Investments, Trust Services, Investment Advisory, Certified Financial..., Wealth, Portfolio Management, Mutual Funds, Retirement Planning, Securities, Asset Allocation
Education
Rutgers University-New Brunswick 1991 — 1995
BA, Economics
Sean McGlinchey's Smith Barney Experience August 2007 - March 2008
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard June 2011 - October 2012
Prudential Financial February 2009 - June 2011
SMITH BARNEY August 2007 - March 2008
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Finance, Series 6, Relationship Management, Asset Allocation, Portfolio Management, Financial Analysis
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University – Camden 2005 — 2008
Bachelor's degree, Finance
Vanguard October 2012 - Present
Vanguard June 2011 - October 2012
Prudential Financial February 2009 - June 2011
SMITH BARNEY August 2007 - March 2008
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Finance, Series 6, Relationship Management, Asset Allocation, Portfolio Management, Financial Analysis
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University – Camden 2005 — 2008
Bachelor's degree, Finance
Christina Komonce's Smith Barney Experience May 2008 - August 2008
Job Events & Programming Manager, Google Fiber Kansas City
Industry Marketing and Advertising
Experience
Google June 2014 - Present
Adecco Group May 2012 - June 2014
TEAM Enterprises April 2012 - June 2012
Reece and Nichols Realtors September 2010 - May 2012
MAC Property Management May 2008 - December 2008
Agri Med South June 2006 - September 2008
Smith Barney May 2008 - August 2008
Meyer and Black Real Estate June 2003 - August 2006
Skills
Marketing, Advertising, Social Media, Microsoft Office, Market Research, Event Planning, Community Outreach, Advocate Development, Product Launch, Field Marketing, Marketing Strategy, Adobe Creative Suite, Google Docs, Marketing Communications, Public Speaking, Public Relations, Strategic Planning, Organization, Highly detail oriented, Email Marketing, Customer Service, Sales, Training, Leadership, Management, Digital Marketing, Social Media Marketing, Editing, Time Management, Budgets
Education
Rockhurst University 2009 — 2010
MBA, Management
Rockhurst University 2006 — 2009
BSBA, Marketing
Troy Buchanan High School 2002 — 2006
Gold Scholar Diploma
Google June 2014 - Present
Adecco Group May 2012 - June 2014
TEAM Enterprises April 2012 - June 2012
Reece and Nichols Realtors September 2010 - May 2012
MAC Property Management May 2008 - December 2008
Agri Med South June 2006 - September 2008
Smith Barney May 2008 - August 2008
Meyer and Black Real Estate June 2003 - August 2006
Skills
Marketing, Advertising, Social Media, Microsoft Office, Market Research, Event Planning, Community Outreach, Advocate Development, Product Launch, Field Marketing, Marketing Strategy, Adobe Creative Suite, Google Docs, Marketing Communications, Public Speaking, Public Relations, Strategic Planning, Organization, Highly detail oriented, Email Marketing, Customer Service, Sales, Training, Leadership, Management, Digital Marketing, Social Media Marketing, Editing, Time Management, Budgets
Education
Rockhurst University 2009 — 2010
MBA, Management
Rockhurst University 2006 — 2009
BSBA, Marketing
Troy Buchanan High School 2002 — 2006
Gold Scholar Diploma
Kathleen Senter Kathleen Senter's Smith Barney Experience June 1990 - March 1995
Job Production Planner at Novartis
Industry Pharmaceuticals
Experience
Novartis May 2011 - Present
Glatt Air Techniques August 2006 - March 2011
Prudential Rand 2004 - 2006
Par Pharmaceutical April 1995 - October 2004
Smith Barney June 1990 - March 1995
Skills
Manufacturing Operations, Pharmaceutical Packaging, SAP ERP, Microsoft Excel, Change Control, Manage Client..., Supply Chain, Logistics, Project Planning, MRP, Production Planning, Management, Supply Chain Management, Lean Manufacturing, Continuous Improvement, GMP, Pharmaceutical Industry, Cross-functional Team..., FDA, SOP
Education
Rockland Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
Nyack High School 1980 — 1984
Novartis May 2011 - Present
Glatt Air Techniques August 2006 - March 2011
Prudential Rand 2004 - 2006
Par Pharmaceutical April 1995 - October 2004
Smith Barney June 1990 - March 1995
Skills
Manufacturing Operations, Pharmaceutical Packaging, SAP ERP, Microsoft Excel, Change Control, Manage Client..., Supply Chain, Logistics, Project Planning, MRP, Production Planning, Management, Supply Chain Management, Lean Manufacturing, Continuous Improvement, GMP, Pharmaceutical Industry, Cross-functional Team..., FDA, SOP
Education
Rockland Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
Nyack High School 1980 — 1984
TJ Baudanza's Smith Barney Experience 2004 - 2006
Job CoOwner at Fabulous Frocks Boston
Industry Computer Software
Experience
Fabulous Frocks Boston August 2014 - Present
BeatTheChallenge.org July 2011 - Present
InnerPass Inc. July 2008 - July 2012
New York Life November 2006 - April 2008
Smith Barney 2004 - 2006
Skills
Digital Marketing, Social Media Marketing, Product Management, Email Marketing, Community Management, Microsoft Office, Graphic Design, Product Design, Multitasking Skills, SEO, Google Analytics, Web Analytics, Inbound Marketing, CRM, Entrepreneurship, Start-ups, Online Advertising, B2B, SaaS, Strategic Partnerships, Consulting, Marketing Management, Business Development, Creative Problem Solving, Management, Project Management, Competitive Analysis, Collaboration
Education
Quinnipiac University 2001 — 2006
BS, Entrepreneurship & Small Business Management
Fabulous Frocks Boston August 2014 - Present
BeatTheChallenge.org July 2011 - Present
InnerPass Inc. July 2008 - July 2012
New York Life November 2006 - April 2008
Smith Barney 2004 - 2006
Skills
Digital Marketing, Social Media Marketing, Product Management, Email Marketing, Community Management, Microsoft Office, Graphic Design, Product Design, Multitasking Skills, SEO, Google Analytics, Web Analytics, Inbound Marketing, CRM, Entrepreneurship, Start-ups, Online Advertising, B2B, SaaS, Strategic Partnerships, Consulting, Marketing Management, Business Development, Creative Problem Solving, Management, Project Management, Competitive Analysis, Collaboration
Education
Quinnipiac University 2001 — 2006
BS, Entrepreneurship & Small Business Management
Kathryn Harmon-Gmehlin Kathryn Harmon-Gmehlin's Smith Barney Experience May 1995 - September 1996
Job Instructional Designer/Developer at Arizona State Dept of Economic Security (DBME/FAA)
Industry E-Learning
Experience
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Arizona Department of Economic Security December 2012 - Present
Instant Epicurean LLP February 2012 - June 2013
Minisoft Inc August 2008 - February 2012
CCS Presentation Systems August 2007 - January 2008
La-Z-Boy Furniture Galleries December 2003 - August 2007
Morgan Stanley August 1999 - June 2003
Merrill Lynch May 1998 - August 1999
Charles Schwab September 1996 - May 1998
Smith Barney May 1995 - September 1996
Paine Webber May 1994 - May 1995
Skills
Training, Instructional Design, E-Learning, E-Learning Design, E-learning Development, Curriculum Development, Curriculum Design, Blended Learning, Team Building, Learning Management, Needs Analysis, Performance Management, ADDIE, Technical Training, Technical Writing, Software Training, Educational Technology, Photoshop, Captivate, Adobe Design Premium 6, Camtasia, Articulate Storyline 2, Raptivity, Learning Management..., SMART Technology, Certified Microsoft..., Certified Microsoft..., Leadership, Organizational..., Change Management, Adult Education, Budgets, ROI, Staff Development, Performance Improvement, Public Speaking, Talent Management, Coaching, Soft Skills, New Hire Orientations, Instructor-led Training, Training Delivery, Online Training, Hands-on Training
Education
Rio Salado College 2012 — 2018
Associates Degree in progress, eLearning Instructional Design, 4.0 GPA
Scottsdale Community College 2003 — 2004
Business
Neil Mertlich Neil Mertlich's Smith Barney Experience 2008 - 2008
Job Research Analyst at Aksia LLC
Industry Banking
Experience
Aksia January 2013 - Present
Bridgewater Associates September 2011 - January 2013
Credit Suisse March 2011 - August 2011
Instinet Corporation November 2009 - December 2010
Credit Suisse June 2009 - November 2009
Smith Barney 2008 - 2008
Destination Homes 2007 - 2007
Education
Westminster College 2006 — 2009
BA, Finance
Richmond, The American International University in London 2008 — 2009
Finance
Aksia January 2013 - Present
Bridgewater Associates September 2011 - January 2013
Credit Suisse March 2011 - August 2011
Instinet Corporation November 2009 - December 2010
Credit Suisse June 2009 - November 2009
Smith Barney 2008 - 2008
Destination Homes 2007 - 2007
Education
Westminster College 2006 — 2009
BA, Finance
Richmond, The American International University in London 2008 — 2009
Finance
Richard Kurlantzick Richard Kurlantzick's Smith Barney Experience August 2007 - May 2009
Job Vice President, Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
SunTrust Investment Services, Inc January 2013 - Present
HSBC May 2009 - December 2012
Smith Barney August 2007 - May 2009
Morgan Stanley May 2002 - August 2007
Management Recruiters International 1996 - 1998
Education
Rutgers University-New Brunswick 1976 — 1980
BA, Psychology
New Providence High School 1972 — 1976
Bruce Weisbard Bruce Weisbard's Smith Barney Experience September 1990 - June 2009
Job at Raymond James
Industry Financial Services
Experience
Raymond James June 2009 - Present
Smith Barney September 1990 - June 2009
Skills
Investment Advisory, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Stocks, Alternative Investments, Annuities, Wealth, Estate Planning, Financial Planning, Long Term Care, Insurance, Insurance Planning, Investment Strategies, Fixed Annuities, Investments, Series 65, Long-term Care, Wealth Management..., Financial Planners, Series 7, Mutual Funds, Pensions, Series 63, Strategic Financial...
Education
Queens College 1963 — 1968
Economic, Math
Raymond James June 2009 - Present
Smith Barney September 1990 - June 2009
Skills
Investment Advisory, Securities, Financial Advisory, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Stocks, Alternative Investments, Annuities, Wealth, Estate Planning, Financial Planning, Long Term Care, Insurance, Insurance Planning, Investment Strategies, Fixed Annuities, Investments, Series 65, Long-term Care, Wealth Management..., Financial Planners, Series 7, Mutual Funds, Pensions, Series 63, Strategic Financial...
Education
Queens College 1963 — 1968
Economic, Math
Terry Epstein Terry Epstein's Smith Barney Experience 1997 - 2004
Job Municipal Ananlyst at Savader Group
Industry Financial Services
Experience
SUNY Farmingdale January 2006 - Present
Savader Group 2004 - Present
Smith Barney 1997 - 2004
Prudential Securities Inc. 1979 - 2000
Skills
Portfolio Management, Fixed Income, Public Speaking, Bonds, Financial Analysis, Nonprofits
Education
Queens College 1977 — 1978
MS, History
SUNY Farmingdale January 2006 - Present
Savader Group 2004 - Present
Smith Barney 1997 - 2004
Prudential Securities Inc. 1979 - 2000
Skills
Portfolio Management, Fixed Income, Public Speaking, Bonds, Financial Analysis, Nonprofits
Education
Queens College 1977 — 1978
MS, History
Jennie Monroe Jennie Monroe's Smith Barney Experience September 2004 - June 2008
Job Director of 401(K) Division of Lang Retirement Partners and Lang,Lang & Co., CPA's
Industry Financial Services
Experience
Lang, Lang & Co. July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Advisors June 2008 - November 2011
Smith Barney September 2004 - June 2008
Morgan Stanley May 2002 - August 2003
JB Hanauer & Co. February 1996 - November 2001
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Direct Sales, Asset Allocation, Wealth, Wealth Management..., Loans, Commercial Lending, 401k, Mutual Funds, Series 7, Finance, Small Business, Qualifying Prospects, Retirement Plan..., Retirement Benefits, Investment Advisory, Series 63, Series 65, Personal Finance, Small Business Lending, Lines Of Credit, Asset Management, Income Protection, Employee Benefits, Trust Services, Investment Banking, Strategic Financial..., Financial Analysis, Business Strategy, Business Analysis, New Business Development, series 66, California life License, Defined Contribution, Capital Markets, Qualified Retirement..., Profit Sharing, 403 b, Sales Management, Operations Management, Organizational..., Relationship Management, Fiduciary, Fiduciary Services, Leadership, Business Development
Education
Ramapo College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Economics
Lang, Lang & Co. July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Advisors June 2008 - November 2011
Smith Barney September 2004 - June 2008
Morgan Stanley May 2002 - August 2003
JB Hanauer & Co. February 1996 - November 2001
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Direct Sales, Asset Allocation, Wealth, Wealth Management..., Loans, Commercial Lending, 401k, Mutual Funds, Series 7, Finance, Small Business, Qualifying Prospects, Retirement Plan..., Retirement Benefits, Investment Advisory, Series 63, Series 65, Personal Finance, Small Business Lending, Lines Of Credit, Asset Management, Income Protection, Employee Benefits, Trust Services, Investment Banking, Strategic Financial..., Financial Analysis, Business Strategy, Business Analysis, New Business Development, series 66, California life License, Defined Contribution, Capital Markets, Qualified Retirement..., Profit Sharing, 403 b, Sales Management, Operations Management, Organizational..., Relationship Management, Fiduciary, Fiduciary Services, Leadership, Business Development
Education
Ramapo College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Economics
Tim Behany Tim Behany's Smith Barney Experience 1996 - 2002
Job Head of Recruiting JP Morgan Securities at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan November 2012 - Present
JP Morgan January 2010 - November 2012
MRI/ Compusearch 2006 - 2010
Wachovia Securities, LLC 2002 - 2006
Smith Barney 1996 - 2002
Skills
Recruiting, Sourcing, Business Development, Financial Services, Asset Managment, Equities, Interviews, Sales
Education
Rutgers University-New Brunswick
J.P. Morgan November 2012 - Present
JP Morgan January 2010 - November 2012
MRI/ Compusearch 2006 - 2010
Wachovia Securities, LLC 2002 - 2006
Smith Barney 1996 - 2002
Skills
Recruiting, Sourcing, Business Development, Financial Services, Asset Managment, Equities, Interviews, Sales
Education
Rutgers University-New Brunswick
Barbara Pippin Barbara Pippin's Smith Barney Experience 1990 - 2004
Job Director of Operations at The Centurion Group, LLC
Industry Financial Services
Experience
The Centurion Group, LLC 2008 - Present
Commerce Capital Markets 2004 - 2008
Smith Barney 1990 - 2004
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Securities, FINRA, Investments, Mutual Funds, Pensions, Financial Services, Asset Management, Investment Advisory
Education
Rowan University
Rutgers University
Triton High School
The Centurion Group, LLC 2008 - Present
Commerce Capital Markets 2004 - 2008
Smith Barney 1990 - 2004
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Securities, FINRA, Investments, Mutual Funds, Pensions, Financial Services, Asset Management, Investment Advisory
Education
Rowan University
Rutgers University
Triton High School
Doug Anello Doug Anello's Smith Barney Experience 1998 - 2003
Job Principal, Senior Vice President of Sales at Phoenix Lithographing Corporation Printing, Packaging and Promotions
Industry Printing
Experience
Phoenix Lithographing 2003 - Present
Smith Barney 1998 - 2003
Morgan Stanley Dean Witter 1993 - 1998
Education
Rutgers University 1988 — 1992
Bachelors, Finance and Psychology
Cherokee HS Marlton, NJ 1985 — 1988
Phoenix Lithographing 2003 - Present
Smith Barney 1998 - 2003
Morgan Stanley Dean Witter 1993 - 1998
Education
Rutgers University 1988 — 1992
Bachelors, Finance and Psychology
Cherokee HS Marlton, NJ 1985 — 1988
Krystle Sanchez Krystle Sanchez's Smith Barney Experience October 2006 - January 2010
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs December 2014 - Present
Deutsche Bank September 2009 - November 2014
Smith Barney October 2006 - January 2010
HSBC Securities August 2005 - October 2006
Skills
Series 7, Series 66, Uniform Combined State..., Wealth Management..., Equities, Bloomberg, Fixed Income, Hedge Funds, Series 63, Investments, Trading, Derivatives, Securities, Asset Management, Investment Banking, Wealth Management, Portfolio Management
Education
City University of New York-Queens College 2003 — 2006
BBA, Corporate Finance
Goldman Sachs December 2014 - Present
Deutsche Bank September 2009 - November 2014
Smith Barney October 2006 - January 2010
HSBC Securities August 2005 - October 2006
Skills
Series 7, Series 66, Uniform Combined State..., Wealth Management..., Equities, Bloomberg, Fixed Income, Hedge Funds, Series 63, Investments, Trading, Derivatives, Securities, Asset Management, Investment Banking, Wealth Management, Portfolio Management
Education
City University of New York-Queens College 2003 — 2006
BBA, Corporate Finance
Kevin Rudnick, MBA, CFE Kevin Rudnick, MBA, CFE's Smith Barney Experience December 2007 - February 2008
Job ...
Industry Wholesale
Experience
Plano Synergy June 2015 - September 2015
Plano Synergy May 2014 - June 2015
Plano Synergy April 2013 - May 2014
Plano Synergy December 2011 - March 2013
OfficeMax March 2011 - December 2011
Edward Don & Company June 2008 - March 2011
Smith Barney December 2007 - February 2008
Skills
Account Reconciliation, Accounting, SAP, General Ledger, Financial Accounting, Financial Statements, Variance Analysis, Analysis, Microsoft Excel, Forecasting, Financial Analysis, Journal Entries, Financial Reporting, Inventory Management, GAAP, Budgets, Accruals, Microsoft Office, Access, AS400, JDE Enterprise One, Absorption, Standard Costs, Distribution Center..., Manufacturing Operations, Cetova, Crystal Reports, Forensic Analysis, Internal Controls, Segregation of Duties, Work Orders, IBM iSeries
Education
Morris Graduate School of Management 2008 — 2010
Master, Business Administration; Accounting
Robert Morris University - Illinois
Bachelor, Business Administration; Accounting
Plano Synergy June 2015 - September 2015
Plano Synergy May 2014 - June 2015
Plano Synergy April 2013 - May 2014
Plano Synergy December 2011 - March 2013
OfficeMax March 2011 - December 2011
Edward Don & Company June 2008 - March 2011
Smith Barney December 2007 - February 2008
Skills
Account Reconciliation, Accounting, SAP, General Ledger, Financial Accounting, Financial Statements, Variance Analysis, Analysis, Microsoft Excel, Forecasting, Financial Analysis, Journal Entries, Financial Reporting, Inventory Management, GAAP, Budgets, Accruals, Microsoft Office, Access, AS400, JDE Enterprise One, Absorption, Standard Costs, Distribution Center..., Manufacturing Operations, Cetova, Crystal Reports, Forensic Analysis, Internal Controls, Segregation of Duties, Work Orders, IBM iSeries
Education
Morris Graduate School of Management 2008 — 2010
Master, Business Administration; Accounting
Robert Morris University - Illinois
Bachelor, Business Administration; Accounting
Howard Leiner's Smith Barney Experience January 1997 - January 1998
Job Managing Director, FX Technology at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs December 2012 - Present
Goldman Sachs December 2007 - November 2012
C-BASS, LLC June 1998 - December 2007
Deutsche Bank January 1998 - May 1998
Smith Barney January 1997 - January 1998
Goldman Sachs June 1991 - January 1997
Education
Rensselaer Polytechnic Institute 1987 — 1991
Seaford High School 1984 — 1987
Goldman Sachs December 2012 - Present
Goldman Sachs December 2007 - November 2012
C-BASS, LLC June 1998 - December 2007
Deutsche Bank January 1998 - May 1998
Smith Barney January 1997 - January 1998
Goldman Sachs June 1991 - January 1997
Education
Rensselaer Polytechnic Institute 1987 — 1991
Seaford High School 1984 — 1987
Stephen O'Flaherty's Smith Barney Experience August 2005 - Present
Job Retirement Planning Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Smith Barney August 2005 - Present
Morgan Stanley Smith Barney August 2005 - Present
Columbia University September 2003 - August 2005
Schervier Nursing Care Center September 2002 - September 2003
Education
Quinnipiac University 1998 — 2002
Smith Barney August 2005 - Present
Morgan Stanley Smith Barney August 2005 - Present
Columbia University September 2003 - August 2005
Schervier Nursing Care Center September 2002 - September 2003
Education
Quinnipiac University 1998 — 2002
John A. Perez's Smith Barney Experience 1994 - 1996
Job
Industry Computer Software
Experience
John Perez & Co., LLC August 2007 - Present
TATA Consultancy Services October 2012 - January 2014
Hudson Securities, Inc. November 2006 - June 2010
Perseid Technologies April 2005 - August 2006
Crown Financial Group April 2004 - March 2005
Knight Securities 1996 - 2004
Salomon Smith Barney 1994 - 1996
Smith Barney 1994 - 1996
Skills
Java, Core Java, Java Concurrency, Garbage Collection, Hadoop, MapReduce, Pig, Hive, Swing, Jigloo, C, Pthreads, HTML, JavaScript, Windows, Linux, Unix, Shell Scripting, FIX Protocol, Visual C++, C++, Lead Guitar, Apache Pig, Microsoft SQL Server, SQL, Trading Systems, C#, JDBC, HBase, Sybase, Big Data, Distributed Systems, Software Design, Perl, Cassandra, REST, OOP, Agile Methodologies, Java Enterprise Edition, Web Services, Tomcat, Maven, Web Applications, SOA
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS
John Perez & Co., LLC August 2007 - Present
TATA Consultancy Services October 2012 - January 2014
Hudson Securities, Inc. November 2006 - June 2010
Perseid Technologies April 2005 - August 2006
Crown Financial Group April 2004 - March 2005
Knight Securities 1996 - 2004
Salomon Smith Barney 1994 - 1996
Smith Barney 1994 - 1996
Skills
Java, Core Java, Java Concurrency, Garbage Collection, Hadoop, MapReduce, Pig, Hive, Swing, Jigloo, C, Pthreads, HTML, JavaScript, Windows, Linux, Unix, Shell Scripting, FIX Protocol, Visual C++, C++, Lead Guitar, Apache Pig, Microsoft SQL Server, SQL, Trading Systems, C#, JDBC, HBase, Sybase, Big Data, Distributed Systems, Software Design, Perl, Cassandra, REST, OOP, Agile Methodologies, Java Enterprise Edition, Web Services, Tomcat, Maven, Web Applications, SOA
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS
Maude Moore's Smith Barney Experience 1996 - 1999
Job Head of Quality Assurance ERP & SCM at Avon
Industry Computer Software
Experience
Avon 2012 - Present
Avon April 2008 - August 2012
Oracle July 2007 - April 2008
Hyperion 2000 - 2007
US Clearing 1999 - 2000
Smith Barney 1996 - 1999
Anthem/Acordia Health 1992 - 1995
Skills
Quality Assurance, Business Analysis, Testing, Business Intelligence, ERP, SDLC, IT Management, Supply Chain, Vendor Management, Business Process..., Team Leadership, Team Building, Oracle, User Acceptance Testing, CRM, Team Management, Analysis, Integration, Management, Software Quality..., Software Quality..., Test Automation, Performance Testing, Test Planning, Requirements Analysis, HP Quality Center, Lean Software..., Enterprise Risk..., Coaching & Mentoring, Software Project..., Process Improvement, Business Process, IT Strategy, Cross-functional Team..., Project Management, Enterprise Architecture, Leadership, SQL, Design Review, Agile Methodologies, Change Management, Release Management, Project Planning, Enterprise Software, Program Management, Databases, IT Audit
Education
Purdue University
B.S., General Science - Biology, Geology, Mathematics
Avon 2012 - Present
Avon April 2008 - August 2012
Oracle July 2007 - April 2008
Hyperion 2000 - 2007
US Clearing 1999 - 2000
Smith Barney 1996 - 1999
Anthem/Acordia Health 1992 - 1995
Skills
Quality Assurance, Business Analysis, Testing, Business Intelligence, ERP, SDLC, IT Management, Supply Chain, Vendor Management, Business Process..., Team Leadership, Team Building, Oracle, User Acceptance Testing, CRM, Team Management, Analysis, Integration, Management, Software Quality..., Software Quality..., Test Automation, Performance Testing, Test Planning, Requirements Analysis, HP Quality Center, Lean Software..., Enterprise Risk..., Coaching & Mentoring, Software Project..., Process Improvement, Business Process, IT Strategy, Cross-functional Team..., Project Management, Enterprise Architecture, Leadership, SQL, Design Review, Agile Methodologies, Change Management, Release Management, Project Planning, Enterprise Software, Program Management, Databases, IT Audit
Education
Purdue University
B.S., General Science - Biology, Geology, Mathematics
Linda Welborn's Smith Barney Experience 1992 - 1996
Job Principal and Founder, LGW Consulting LLC
Industry Financial Services
Experience
LGW Consulting LLC February 2007 - Present
Pershing 1996 - 2006
Smith Barney 1992 - 1996
PaineWebber 1989 - 1992
Education
Rider University 1983 — 1988
Bachelor of Arts, Psychology and Busness
Manhasset High School 1979 — 1983
College Prep
LGW Consulting LLC February 2007 - Present
Pershing 1996 - 2006
Smith Barney 1992 - 1996
PaineWebber 1989 - 1992
Education
Rider University 1983 — 1988
Bachelor of Arts, Psychology and Busness
Manhasset High School 1979 — 1983
College Prep
Jay Lee, CFA's Smith Barney Experience June 2004 - August 2004
Job Portfolio Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
UBS Wealth Management February 2015 - Present
Neuberger Berman June 2010 - February 2015
Neuberger Berman June 2006 - May 2010
Bloomberg December 2004 - January 2005
Bertelsmann/Random House June 2004 - August 2004
Smith Barney June 2004 - August 2004
Skills
Equity Research, Financial Analysis, Financial Modeling, Project Management, Financial Markets, Public Speaking, Risk Management, Asset Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
B.S, Computer Engineering, Economics
UBS Wealth Management July 2015 - Present
UBS Wealth Management February 2015 - Present
Neuberger Berman June 2010 - February 2015
Neuberger Berman June 2006 - May 2010
Bloomberg December 2004 - January 2005
Bertelsmann/Random House June 2004 - August 2004
Smith Barney June 2004 - August 2004
Skills
Equity Research, Financial Analysis, Financial Modeling, Project Management, Financial Markets, Public Speaking, Risk Management, Asset Management
Education
Rensselaer Polytechnic Institute 2001 — 2005
B.S, Computer Engineering, Economics
Mary Keegan's Smith Barney Experience June 2004 - August 2005
Job Business Tax Services Manager at Ernst & Young LLP
Industry Accounting
Experience
Ernst & Young September 2008 - Present
Ernst & Young June 2007 - August 2008
A Door to Italy May 2008 - July 2008
Rochester Institute of Technology October 2005 - May 2008
Smith Barney June 2004 - August 2005
Skills
Tax, Tax Research, Corporate Tax, Income Tax, CPA, Tax Accounting, Tax Returns, Tax Preparation, Big 4
Education
Rochester Institute of Technology 2007 — 2008
MBA, Accounting
Rochester Institute of Technology 2003 — 2007
BS, Accounting
Ernst & Young September 2008 - Present
Ernst & Young June 2007 - August 2008
A Door to Italy May 2008 - July 2008
Rochester Institute of Technology October 2005 - May 2008
Smith Barney June 2004 - August 2005
Skills
Tax, Tax Research, Corporate Tax, Income Tax, CPA, Tax Accounting, Tax Returns, Tax Preparation, Big 4
Education
Rochester Institute of Technology 2007 — 2008
MBA, Accounting
Rochester Institute of Technology 2003 — 2007
BS, Accounting
Keith Wacker's Smith Barney Experience 1995 - 1996
Job Executive Director at UBS
Industry Financial Services
Experience
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
UBS April 2013 - Present
UBS Investment Bank September 2009 - Present
Bank of America 2008 - 2009
Merrill Lynch July 1997 - September 2008
Smith Barney 1995 - 1996
Cutting Edge Consulting 1994 - 1996
Education
Rutgers University-New Brunswick 1993 — 1994
Joseph Mara's Smith Barney Experience 1985 - 2006
Job Lender RelationsTreasury Management at Base Point Capital
Industry Financial Services
Experience
Base Point Capital January 2015 - Present
Tandragee Capital Management December 2011 - Present
TANDRAGEE Global Advisors, LLC January 2012 - January 2015
Fairholme Capital Management 2006 - 2011
Smith Barney 1985 - 2006
Smith Barney Asset Management 1998 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1985 - 1989
Lehman Brothers 1985 - 1989
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Managment, Retirement Planning, Strategic Financial..., Hedge Funds, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Asset Management
Education
SUNY at Albany 1975 — 1977
MS, Educational Communications
Queen's University 1971 — 1974
Bachelor of Science (BSc), Biology
Base Point Capital January 2015 - Present
Tandragee Capital Management December 2011 - Present
TANDRAGEE Global Advisors, LLC January 2012 - January 2015
Fairholme Capital Management 2006 - 2011
Smith Barney 1985 - 2006
Smith Barney Asset Management 1998 - 2000
Smith Barney 1993 - 1995
Lehman Brothers 1985 - 1989
Lehman Brothers 1985 - 1989
Skills
Wealth Management, Portfolio Management, Alternative Investments, Asset Managment, Retirement Planning, Strategic Financial..., Hedge Funds, Investment Advisory, Series 7, Mutual Funds, Asset Allocation, Asset Management
Education
SUNY at Albany 1975 — 1977
MS, Educational Communications
Queen's University 1971 — 1974
Bachelor of Science (BSc), Biology
Dana Brown's Smith Barney Experience 1994 - 1996
Job Senior Vice President at Callan Associates
Industry Investment Management
Experience
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Callan Associates July 2012 - Present
The Newport Group November 2008 - July 2012
The Newport Group September 2003 - November 2008
Morgan Stanley 1996 - 2003
Smith Barney 1994 - 1996
SunTrust Bank 1992 - 1994
Skills
Series 7, Series 66, Asset Allocation, target date funds, stable value, plan design, fiduciary governance, retirement income..., Liability Driven..., investment policy, manager evaluation,..., recruiting, training..., Investment Policy, Fiduciary, Retirement, LDI, Uniform Combined State..., Defined Contribution, Defined Benefit, Business Planning, Stable Value, Pensions, Institutional..., Qualified Retirement...
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
MBA, Finance
Stetson University 1988 — 1992
BBA, Finance
Stephanie Guberman-Cohn's Smith Barney Experience September 2005 - May 2008
Job Art Education, Teachers College Columbia University
Industry Education Management
Experience
Teachers College, Columbia University June 2008 - Present
Smith Barney September 2005 - May 2008
American Express Company October 2004 - September 2005
L'Oreal USA July 2003 - September 2004
Education
Teachers College of Columbia University 2008 — 2010
MA, Art Education
Rutgers Business School, Newark 2003 — 2006
MBA, Finance & Accounting
Rutgers Business School 1999 — 2003
BA, Finance / Fine Arts
Teachers College, Columbia University June 2008 - Present
Smith Barney September 2005 - May 2008
American Express Company October 2004 - September 2005
L'Oreal USA July 2003 - September 2004
Education
Teachers College of Columbia University 2008 — 2010
MA, Art Education
Rutgers Business School, Newark 2003 — 2006
MBA, Finance & Accounting
Rutgers Business School 1999 — 2003
BA, Finance / Fine Arts
Catherine Shaw, CMP's Smith Barney Experience July 1998 - December 2000
Job Senior Portfolio and Conference Manager at Georgia Institute of Technology
Industry Education Management
Experience
Georgia Institute of Technology September 2009 - Present
JPMorgan Chase December 2000 - December 2008
Smith Barney July 1998 - December 2000
Skills
Event Management, Event Planning, Event Marketing Strategy, Project Management, Marketing Communications, Marketing Strategy, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A. Communications & Journalism
Piscataway Highschool
Georgia Institute of Technology September 2009 - Present
JPMorgan Chase December 2000 - December 2008
Smith Barney July 1998 - December 2000
Skills
Event Management, Event Planning, Event Marketing Strategy, Project Management, Marketing Communications, Marketing Strategy, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
B.A. Communications & Journalism
Piscataway Highschool
Bradley Shaw's Smith Barney Experience January 1995 - January 1999
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Witter Partners January 2011 - March 2012
Morgan Stanley Smith Barney January 1999 - June 2010
Legg Mason 2006 - 2008
Smith Barney January 1995 - January 1999
Smith Barney January 1994 - January 1995
Arthur Anderson January 1992 - January 1994
Skills
Securities License 7,..., Equities, Economics, Banking, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, Finance, Asset Management
Education
Roger Williams University
BS, Business Administration / Minor - Finance & Economics
UBS Wealth Management April 2012 - Present
Witter Partners January 2011 - March 2012
Morgan Stanley Smith Barney January 1999 - June 2010
Legg Mason 2006 - 2008
Smith Barney January 1995 - January 1999
Smith Barney January 1994 - January 1995
Arthur Anderson January 1992 - January 1994
Skills
Securities License 7,..., Equities, Economics, Banking, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, Finance, Asset Management
Education
Roger Williams University
BS, Business Administration / Minor - Finance & Economics
Brandon Kanowitz's Smith Barney Experience January 2006 - December 2008
Job Optical Manager, Costco Wholesale
Industry Financial Services
Experience
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Costco Wholesale October 2013 - Present
Atlantic Eye Physicians July 2013 - Present
Optique Unique December 2009 - February 2013
Merrill Lynch October 2008 - March 2009
Smith Barney January 2006 - December 2008
AXA Advisors April 2008 - October 2008
Skills
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Mutual Funds, Wealth Management, Fixed Income, Asset Allocation, Eyewear, Financial Services, Investment Strategies
Education
Raritan Valley Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Ophthlamic Science
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor's of Science, Business/Managerial Economics
Richard Lei's Smith Barney Experience September 2008 - December 2008
Job Private Mathematics Tutor; Enrichment Zone Tutor at The New York Public Library
Industry Education Management
Experience
The New York Public Library March 2015 - Present
New York Cares September 2009 - Present
Smith Barney September 2008 - December 2008
ADP June 2008 - August 2008
WIS International March 2006 - October 2006
Skills
Analysis, Customer Service, Excel, Editing, English, E-commerce, Education, Internet, Inventory Management, Microsoft Office, Non-profits, Outlook, Operations Management, Organizing, PowerPoint, Problem Solving, Research, Teamwork, Team Leadership, Troubleshooting, Word, Writing, Nonprofits, Administration, Access, Leadership, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology
Bachelor of Science, Business Management, Economics, Psychology
The New York Public Library March 2015 - Present
New York Cares September 2009 - Present
Smith Barney September 2008 - December 2008
ADP June 2008 - August 2008
WIS International March 2006 - October 2006
Skills
Analysis, Customer Service, Excel, Editing, English, E-commerce, Education, Internet, Inventory Management, Microsoft Office, Non-profits, Outlook, Operations Management, Organizing, PowerPoint, Problem Solving, Research, Teamwork, Team Leadership, Troubleshooting, Word, Writing, Nonprofits, Administration, Access, Leadership, Microsoft Excel, Microsoft Word
Education
Rochester Institute of Technology
Bachelor of Science, Business Management, Economics, Psychology
Charlie Agnew's Smith Barney Experience May 2004 - November 2004
Job Account Manager, Business Development at Competitive Energy Services
Industry Renewables & Environment
Experience
Competitive Energy Services June 2013 - Present
Charlie's Yacht Services April 2012 - Present
Biomass Commodities August 2007 - May 2013
Smith Barney May 2004 - November 2004
Skills
Renewable Energy, Energy, Sustainability, Biomass, Biofuels, Energy Efficiency, Manufacturing, Outdoor Recreation, Sailing, Cleantech, Alternative Energy, Procurement
Education
Rochester Institute of Technology 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, Finance
Hebron Academy 1998 — 2001
Competitive Energy Services June 2013 - Present
Charlie's Yacht Services April 2012 - Present
Biomass Commodities August 2007 - May 2013
Smith Barney May 2004 - November 2004
Skills
Renewable Energy, Energy, Sustainability, Biomass, Biofuels, Energy Efficiency, Manufacturing, Outdoor Recreation, Sailing, Cleantech, Alternative Energy, Procurement
Education
Rochester Institute of Technology 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, Finance
Hebron Academy 1998 — 2001
Mark Pappas's Smith Barney Experience March 2000 - March 2002
Job Charitable Organization Trustee
Industry Investment Management
Experience
Private 1990 - Present
Dividend Capital Investments July 2004 - July 2005
Hovde Capital Advisors January 2003 - July 2003
Smith Barney March 2000 - March 2002
Oak Ridge Investments March 1993 - November 1999
General Board of Pension and Health Benefits June 1992 - March 1993
Oak Ridge Investments May 1990 - June 1992
Education
Purdue University - Krannert School of Management 1986 — 1992
bs, economics
Private 1990 - Present
Dividend Capital Investments July 2004 - July 2005
Hovde Capital Advisors January 2003 - July 2003
Smith Barney March 2000 - March 2002
Oak Ridge Investments March 1993 - November 1999
General Board of Pension and Health Benefits June 1992 - March 1993
Oak Ridge Investments May 1990 - June 1992
Education
Purdue University - Krannert School of Management 1986 — 1992
bs, economics
Jennifer Palladino's Smith Barney Experience November 2007 - December 2007
Job Associate at J.P. Morgan, Agency Manager of Wholesale Loan Operations
Industry Investment Banking
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan 2011 - February 2012
J.P. Morgan May 2008 - 2011
Enterprise Rent-A-Car May 2007 - December 2008
Northwestern Mutual December 2007 - May 2008
Smith Barney November 2007 - December 2007
Donnelly Steen & Company Wealth Advisors September 2007 - December 2007
Morgan Stanley September 2007 - November 2007
Skills
Investment Banking, Loans, Banking, Risk Management, Microsoft Excel, Operations Management, Secondary Loan Trading, Microsoft Office, Excel, PowerPoint, Word, Outlook, LoanIQ, ClearPar, TLM, Loan Syndications and..., Loan Market Association, Standard Terms &..., Business Objects, Customer Service, Teamwork, Credit, Problem Solving, Process Improvement, SharePoint, Results Oriented, Innovative Problem..., Day To Day Operations, Self Starter, Multitasker, TSI, Work Under Pressure, Financial Analysis, Accounting, Microsoft Word, Trading, Insurance, Portfolio Management
Education
Rowan University 2004 — 2008
Bachelor of Science, Finance
J.P. Morgan September 2012 - Present
J.P. Morgan February 2012 - September 2012
J.P. Morgan 2011 - February 2012
J.P. Morgan May 2008 - 2011
Enterprise Rent-A-Car May 2007 - December 2008
Northwestern Mutual December 2007 - May 2008
Smith Barney November 2007 - December 2007
Donnelly Steen & Company Wealth Advisors September 2007 - December 2007
Morgan Stanley September 2007 - November 2007
Skills
Investment Banking, Loans, Banking, Risk Management, Microsoft Excel, Operations Management, Secondary Loan Trading, Microsoft Office, Excel, PowerPoint, Word, Outlook, LoanIQ, ClearPar, TLM, Loan Syndications and..., Loan Market Association, Standard Terms &..., Business Objects, Customer Service, Teamwork, Credit, Problem Solving, Process Improvement, SharePoint, Results Oriented, Innovative Problem..., Day To Day Operations, Self Starter, Multitasker, TSI, Work Under Pressure, Financial Analysis, Accounting, Microsoft Word, Trading, Insurance, Portfolio Management
Education
Rowan University 2004 — 2008
Bachelor of Science, Finance
Morrison Chang's Smith Barney Experience February 2001 - October 2002
Job Software Engineer
Industry Computer Software
Experience
Medialets April 2011 - Present
Boyle Software January 2011 - February 2011
Goldman Sachs October 2007 - November 2008
Did-it Search Marketing July 2006 - September 2007
Interactive Data Corporation July 2004 - April 2005
Interactive Data Corporation November 2003 - April 2004
Smith Barney February 2001 - October 2002
Bear Stearns August 1997 - February 2001
Symbol Technologies November 1993 - August 1997
Skills
Java, Software Development, XML, Mobile Applications, SQL, Git, Mobile Devices, Perl, JavaScript, C/C++ STL, Subversion
Education
University of Southern California 1991 — 1992
MS, Computer Engineering
Rensselaer Polytechnic Institute 1987 — 1991
BS, Computer & Systems Engineering
Medialets April 2011 - Present
Boyle Software January 2011 - February 2011
Goldman Sachs October 2007 - November 2008
Did-it Search Marketing July 2006 - September 2007
Interactive Data Corporation July 2004 - April 2005
Interactive Data Corporation November 2003 - April 2004
Smith Barney February 2001 - October 2002
Bear Stearns August 1997 - February 2001
Symbol Technologies November 1993 - August 1997
Skills
Java, Software Development, XML, Mobile Applications, SQL, Git, Mobile Devices, Perl, JavaScript, C/C++ STL, Subversion
Education
University of Southern California 1991 — 1992
MS, Computer Engineering
Rensselaer Polytechnic Institute 1987 — 1991
BS, Computer & Systems Engineering
Becky Cortese's Smith Barney Experience January 1998 - January 2014
Job Portfolio Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Smith Barney January 1998 - January 2014
Education
Ramapo College of New Jersey 1996 — 1998
B.S., Business Administration/Finance
Morgan Stanley January 2014 - Present
Smith Barney January 1998 - January 2014
Education
Ramapo College of New Jersey 1996 — 1998
B.S., Business Administration/Finance
Jenna Belic's Smith Barney Experience March 2007 - Present
Job Client Service Associate at Smith Barney
Industry Financial Services
Experience
Smith Barney March 2007 - Present
Education
Queens College 2000 — 2004
Smith Barney March 2007 - Present
Education
Queens College 2000 — 2004
Carol Hevesy's Smith Barney Experience 1995 - 2000
Job Financial Services
Industry Financial Services
Experience
Oppenheimer & Co. Inc. January 2015 - Present
Commonfund March 2008 - November 2010
Smith Barney 1995 - 2000
Kidder Peabody 1994 - 1995
Alex Brown & Sons 1992 - 1994
Skills
Series 7
Education
Rollins College 1987 — 1991
B.A., Economics
Oppenheimer & Co. Inc. January 2015 - Present
Commonfund March 2008 - November 2010
Smith Barney 1995 - 2000
Kidder Peabody 1994 - 1995
Alex Brown & Sons 1992 - 1994
Skills
Series 7
Education
Rollins College 1987 — 1991
B.A., Economics
Monica Grace Trinidad Lui, CRPS®'s Smith Barney Experience January 2006 - February 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Northwestern Mutual May 2009 - May 2013
Citi February 2007 - November 2008
Smith Barney January 2006 - February 2007
Smith Barney May 2004 - December 2005
Wachovia Securities, LLC October 2002 - May 2004
Veritude, a Division of Fidelity Investments June 2002 - October 2002
Morgan Stanley August 2001 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Science, Biology/Biotechnology
Mount St. Dominic Academy 1991 — 1995
High School Diploma
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Northwestern Mutual May 2009 - May 2013
Citi February 2007 - November 2008
Smith Barney January 2006 - February 2007
Smith Barney May 2004 - December 2005
Wachovia Securities, LLC October 2002 - May 2004
Veritude, a Division of Fidelity Investments June 2002 - October 2002
Morgan Stanley August 2001 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Science, Biology/Biotechnology
Mount St. Dominic Academy 1991 — 1995
High School Diploma
Shannon Ricciardi's Smith Barney Experience April 2007 - August 2011
Job Operations Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - Present
Smith Barney April 2007 - August 2011
LaBranche & Co. June 2004 - December 2006
labranche 2001 - 2006
Labranche&Co LLC. 2000 - 2006
Education
Quinnipiac University - School of Business 2000 — 2004
BS, Buisness Management
Morgan Stanley Smith Barney April 2007 - Present
Smith Barney April 2007 - August 2011
LaBranche & Co. June 2004 - December 2006
labranche 2001 - 2006
Labranche&Co LLC. 2000 - 2006
Education
Quinnipiac University - School of Business 2000 — 2004
BS, Buisness Management
Andy Beck's Smith Barney Experience October 1995 - February 2004
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
UBS Wealth Management April 2011 - April 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Citi February 2004 - June 2009
Smith Barney October 1995 - February 2004
Shearson Lehman Brothers July 1990 - October 1995
Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding
Education
Rider University 1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior
JPMorgan Chase June 2013 - Present
UBS Wealth Management April 2011 - April 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Citi February 2004 - June 2009
Smith Barney October 1995 - February 2004
Shearson Lehman Brothers July 1990 - October 1995
Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding
Education
Rider University 1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior
Graham McMahon's Smith Barney Experience September 2006 - May 2007
Job Property Manager at Aspen Property Management
Industry Sports
Experience
Aspen Property Management June 2015 - Present
United States Marine Corps June 2011 - Present
Morgan Stanley October 2007 - April 2013
Smith Barney September 2006 - May 2007
Skills
Series 7, Series 66, Series 3, Fixed Income, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, 401k Rollovers, Investments, Military Operations, Infantry Tactics, Military Experience, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2007
Management & Employment Relations, Management
Infantry Officers Course 2012 — 2012
The Basic School - Quantico, VA 2011 — 2012
Hunterdon Central
Aspen Property Management June 2015 - Present
United States Marine Corps June 2011 - Present
Morgan Stanley October 2007 - April 2013
Smith Barney September 2006 - May 2007
Skills
Series 7, Series 66, Series 3, Fixed Income, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, 401k Rollovers, Investments, Military Operations, Infantry Tactics, Military Experience, Asset Management
Education
Rutgers University-New Brunswick 2003 — 2007
Management & Employment Relations, Management
Infantry Officers Course 2012 — 2012
The Basic School - Quantico, VA 2011 — 2012
Hunterdon Central
William E Christian's Smith Barney Experience July 1997 - August 2010
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
Smith Barney July 1997 - August 2010
Morgan Stanley Smith Barney July 1997 - August 2010
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Strategy, Finance, Investment Management, Wealth Management, Securities, Asset Management, Equities, Financial Planning, Fixed Income, Investments
Education
Ramapo College of New Jersey 1992 — 1996
BA, Business Administration
JP Morgan August 2010 - Present
Smith Barney July 1997 - August 2010
Morgan Stanley Smith Barney July 1997 - August 2010
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Strategy, Finance, Investment Management, Wealth Management, Securities, Asset Management, Equities, Financial Planning, Fixed Income, Investments
Education
Ramapo College of New Jersey 1992 — 1996
BA, Business Administration
Jim Schmelzer's Smith Barney Experience September 2005 - December 2005
Job Commodities Analyst at Welira Investments LLC
Industry Oil & Energy
Experience
Welira Investments LLC September 2013 - Present
ACES Power Marketing September 2012 - September 2013
ACES Power Marketing June 2007 - September 2012
ACES Power Marketing May 2006 - June 2007
Smith Barney September 2005 - December 2005
Skills
Derivatives, Trading, Energy Trading, Modeling, Hedging, PJM, Commodity, Energy Markets, Natural Gas, Portfolio Management, Risk Management, Energy, Technical Analysis, Valuation, Quantitative Finance, Electricity Markets, Renewable Energy, Forecasting, Financial Markets, SAS, Financial Analysis, Market Risk, Portfolio Optimization, Traders, Commodity Markets, Financial Modeling, Investments
Education
Purdue University 2001 — 2005
Bachelor of Science, Management
Purdue University - Krannert School of Management 2001 — 2005
Bachelors, Management, Finance
CFA Institute
Level II Candidate
Welira Investments LLC September 2013 - Present
ACES Power Marketing September 2012 - September 2013
ACES Power Marketing June 2007 - September 2012
ACES Power Marketing May 2006 - June 2007
Smith Barney September 2005 - December 2005
Skills
Derivatives, Trading, Energy Trading, Modeling, Hedging, PJM, Commodity, Energy Markets, Natural Gas, Portfolio Management, Risk Management, Energy, Technical Analysis, Valuation, Quantitative Finance, Electricity Markets, Renewable Energy, Forecasting, Financial Markets, SAS, Financial Analysis, Market Risk, Portfolio Optimization, Traders, Commodity Markets, Financial Modeling, Investments
Education
Purdue University 2001 — 2005
Bachelor of Science, Management
Purdue University - Krannert School of Management 2001 — 2005
Bachelors, Management, Finance
CFA Institute
Level II Candidate
Kevin L. Williams, AAMS, AWM's Smith Barney Experience May 1986 - August 1998
Job Senior Vice President – Branch Director, Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2006 - Present
Advest August 1998 - November 2006
Smith Barney May 1986 - August 1998
Education
Quinnipiac University 1982 — 1986
Bachelor of Science, Finance
RBC Wealth Management November 2006 - Present
Advest August 1998 - November 2006
Smith Barney May 1986 - August 1998
Education
Quinnipiac University 1982 — 1986
Bachelor of Science, Finance
Qin Fang's Smith Barney Experience June 2008 - September 2008
Job ALM Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Prudential November 2011 - July 2014
Prudential Financial April 2010 - November 2011
Smith Barney June 2008 - September 2008
Education
Rutgers Business School
Bachelors of Science, Finance
Prudential Financial July 2014 - Present
Prudential November 2011 - July 2014
Prudential Financial April 2010 - November 2011
Smith Barney June 2008 - September 2008
Education
Rutgers Business School
Bachelors of Science, Finance
Ellen Ruzin's Smith Barney Experience April 1993 - December 1995
Job Sr. Business Analyst
Industry Computer Software
Experience
Verizon Wireless July 2012 - January 2015
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - February 2010
Merrill Lynch May 1996 - August 2008
Smith Barney April 1993 - December 1995
Prudential Assurance October 1992 - March 1993
Skills
Requirements Analysis, COBOL, Requirements Gathering, Software Development, Agile Methodologies, SDLC, XML, DB2, SQL, Business Analysis, Data Warehousing
Education
Rigas Tehniska Universitate
BS, computer science
Verizon Wireless July 2012 - January 2015
Bank of America Merrill Lynch September 2011 - June 2012
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - February 2010
Merrill Lynch May 1996 - August 2008
Smith Barney April 1993 - December 1995
Prudential Assurance October 1992 - March 1993
Skills
Requirements Analysis, COBOL, Requirements Gathering, Software Development, Agile Methodologies, SDLC, XML, DB2, SQL, Business Analysis, Data Warehousing
Education
Rigas Tehniska Universitate
BS, computer science
Sonja Wallerstein's Smith Barney Experience June 1999 - June 2001
Job Sourcing Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
SWR Consulting- Forest Hills, New York June 2009 - September 2010
Citi June 1999 - March 2009
Citi Group 2001 - 2005
Smith Barney June 1999 - June 2001
Merrill Lynch August 1983 - May 1999
Skills
Office Equipment, Consulting, Program Management, Procurement, Strategic Sourcing, Cross-functional Team..., Contract Negotiation, Team Leadership, Vendor Management, Process Improvement, Supply Chain Management, Purchasing, Strategic Planning, Outsourcing, RFP, Project Management, Sourcing, Strategy, Change Management, Supply Management, Contract Management, Project Planning, Leadership, Business Process..., Risk Management, Negotiation, Marketing, Spend Analysis, Global Sourcing, Analysis, Management, Forecasting, Six Sigma, Operations Management, Team Building, Business Strategy, CRM, E-procurement, Supply Chain, Budgets, Pricing, Logistics, Mergers & Acquisitions, Financial Analysis, Management Consulting, Telecommunications, Business Analysis, Financial Services, Marketing Strategy, Business Development
Education
Queens College 1973 — 1976
MS, Education
Queens College 1969 — 1973
BA, Education, Psychology
Bank of America September 2010 - Present
SWR Consulting- Forest Hills, New York June 2009 - September 2010
Citi June 1999 - March 2009
Citi Group 2001 - 2005
Smith Barney June 1999 - June 2001
Merrill Lynch August 1983 - May 1999
Skills
Office Equipment, Consulting, Program Management, Procurement, Strategic Sourcing, Cross-functional Team..., Contract Negotiation, Team Leadership, Vendor Management, Process Improvement, Supply Chain Management, Purchasing, Strategic Planning, Outsourcing, RFP, Project Management, Sourcing, Strategy, Change Management, Supply Management, Contract Management, Project Planning, Leadership, Business Process..., Risk Management, Negotiation, Marketing, Spend Analysis, Global Sourcing, Analysis, Management, Forecasting, Six Sigma, Operations Management, Team Building, Business Strategy, CRM, E-procurement, Supply Chain, Budgets, Pricing, Logistics, Mergers & Acquisitions, Financial Analysis, Management Consulting, Telecommunications, Business Analysis, Financial Services, Marketing Strategy, Business Development
Education
Queens College 1973 — 1976
MS, Education
Queens College 1969 — 1973
BA, Education, Psychology
Lynn Demarco's Smith Barney Experience September 1996 - January 1998
Job Director Investment Sales at The Shopping Center Group
Industry Real Estate
Experience
The Shopping Center Group October 2012 - Present
HFF May 2008 - December 2011
The Staubach Company December 2006 - May 2008
Trammell Crow Company September 2004 - December 2006
CBRE/Insignia/ESG February 1999 - September 2004
Bear Stearns January 1998 - January 1999
Smith Barney September 1996 - January 1998
Wexford Management July 1994 - September 1996
Chase Manhattan Bank May 1989 - June 1994
Skills
Real Estate Economics, Disposition, Real Estate Development, Brokerage, Corporate Real Estate, Location Intelligence, Leases, Real Estate Transactions, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Financing, Due Diligence, Property Management, Asset Managment, Landlord, Acquisitions, Land Acquisition, Valuation, Property, Tenant, Investors, Investments, Joint Ventures, Tenant Representation, Shopping Centers, Lease Negotiations, Portfolio Management, Apartments, Asset Management, Residential Homes, Dispositions
Education
Rutgers University
BS, Chemistry
The Shopping Center Group October 2012 - Present
HFF May 2008 - December 2011
The Staubach Company December 2006 - May 2008
Trammell Crow Company September 2004 - December 2006
CBRE/Insignia/ESG February 1999 - September 2004
Bear Stearns January 1998 - January 1999
Smith Barney September 1996 - January 1998
Wexford Management July 1994 - September 1996
Chase Manhattan Bank May 1989 - June 1994
Skills
Real Estate Economics, Disposition, Real Estate Development, Brokerage, Corporate Real Estate, Location Intelligence, Leases, Real Estate Transactions, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Financing, Due Diligence, Property Management, Asset Managment, Landlord, Acquisitions, Land Acquisition, Valuation, Property, Tenant, Investors, Investments, Joint Ventures, Tenant Representation, Shopping Centers, Lease Negotiations, Portfolio Management, Apartments, Asset Management, Residential Homes, Dispositions
Education
Rutgers University
BS, Chemistry
Lisa Finkel's Smith Barney Experience May 2004 - November 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. February 2011 - Present
Gentry Partners, Ltd. 2009 - 2011
Smith Barney May 2004 - November 2008
AAA South Jersey June 2001 - August 2004
Unified Examiners June 2002 - August 2002
Education
Rowan University 2001 — 2005
Bachelors, Business Administration Specialization Finance
Wells Fargo Advisors, LLC. February 2011 - Present
Gentry Partners, Ltd. 2009 - 2011
Smith Barney May 2004 - November 2008
AAA South Jersey June 2001 - August 2004
Unified Examiners June 2002 - August 2002
Education
Rowan University 2001 — 2005
Bachelors, Business Administration Specialization Finance
Stewart Teichman's Smith Barney Experience Sr. Vice President - Branch ManagerOppenheimer & Co.September 2000 - March 2006
Job Sr. Vice Pres. Wealth Management at Smith Barney
Industry Financial Services
Experience
Smith Barney Sr. Vice President - Branch ManagerOppenheimer & Co.September 2000 - March 2006
Education
Queens College
B.A.
Smith Barney Sr. Vice President - Branch ManagerOppenheimer & Co.September 2000 - March 2006
Education
Queens College
B.A.
Mandy Bohler, MPA's Smith Barney Experience 1994 - 1999
Job
Industry Management Consulting
Experience
American Express December 2001 - September 2009
Merrill Lynch 1999 - 2001
Smith Barney 1994 - 1999
Skills
Data Mining, Statistical Data..., Policy Analysis, Non-profit Boards, Financial Analysis, Program Management, Small Business..., Financial Management..., Management, Asset Management, Business Analysis, Non-profit Leadership, Grant Writing, Agile Methodologies, Microsoft Excel, Accounting, Full SDLC, Risk Management, MySQL, SPSS, R, SQL, COBOL, HTML, CICS, DB2
Education
Rutgers, The State University of New Jersey-Newark
Master of Public Administration (MPA), Financial Management
Saint John's University
Bachelor of Science, Liberal Arts & Business Administration
Raritan Valley Community College
Associates in Computer Science, Computer Information Systems
The American College
Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
American Express December 2001 - September 2009
Merrill Lynch 1999 - 2001
Smith Barney 1994 - 1999
Skills
Data Mining, Statistical Data..., Policy Analysis, Non-profit Boards, Financial Analysis, Program Management, Small Business..., Financial Management..., Management, Asset Management, Business Analysis, Non-profit Leadership, Grant Writing, Agile Methodologies, Microsoft Excel, Accounting, Full SDLC, Risk Management, MySQL, SPSS, R, SQL, COBOL, HTML, CICS, DB2
Education
Rutgers, The State University of New Jersey-Newark
Master of Public Administration (MPA), Financial Management
Saint John's University
Bachelor of Science, Liberal Arts & Business Administration
Raritan Valley Community College
Associates in Computer Science, Computer Information Systems
The American College
Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Jeffrey Keehn's Smith Barney Experience January 2008 - April 2008
Job Credit Counselor at Novadebt
Industry Financial Services
Experience
Novadebt March 2011 - Present
Northwestern Mutual Financial Network 2008 - April 2011
Smith Barney January 2008 - April 2008
Skills
Budget Analysis, Credit Analysis, Business Relationship..., Financial Statement..., Personal Income Tax..., Retirement Planning, Series 6, Series 63, Series 65, Goal-driven leader, Mutual Funds, Budgets, Series 7, Insurance, Marketing, Small Business, Strategic Financial..., Finance, Financial Analysis, Customer Service, Financial Planning, Microsoft Office
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.72
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.53
Novadebt March 2011 - Present
Northwestern Mutual Financial Network 2008 - April 2011
Smith Barney January 2008 - April 2008
Skills
Budget Analysis, Credit Analysis, Business Relationship..., Financial Statement..., Personal Income Tax..., Retirement Planning, Series 6, Series 63, Series 65, Goal-driven leader, Mutual Funds, Budgets, Series 7, Insurance, Marketing, Small Business, Strategic Financial..., Finance, Financial Analysis, Customer Service, Financial Planning, Microsoft Office
Education
Rutgers Graduate Business School 2012 — 2015
Master of Business Administration (MBA), Accounting and Finance, 3.72
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, 3.53
Michael Rossman's Smith Barney Experience March 1996 - April 1998
Job Vice President, Financial Projects Group at Citigroup
Industry Information Technology and Services
Experience
Citigroup July 2010 - Present
Citigroup April 2009 - July 2010
Credit Suisse May 2005 - April 2009
HSBC Securities April 2000 - May 2005
Credit Suisse First Boston April 1998 - April 2000
Smith Barney March 1996 - April 1998
Merrill Lynch March 1990 - September 1996
Kidder Peabody August 1987 - September 1990
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance & Information Systems
Queens College 1984 — 1987
BA, Computer Science
Citigroup July 2010 - Present
Citigroup April 2009 - July 2010
Credit Suisse May 2005 - April 2009
HSBC Securities April 2000 - May 2005
Credit Suisse First Boston April 1998 - April 2000
Smith Barney March 1996 - April 1998
Merrill Lynch March 1990 - September 1996
Kidder Peabody August 1987 - September 1990
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance & Information Systems
Queens College 1984 — 1987
BA, Computer Science
Stephen Pittelman's Smith Barney Experience April 1997 - January 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. 2012 - Present
Smith Barney April 1997 - January 2012
Pididdly Links 1970 - 1997
Education
Queens College 1963 — 1968
Wells Fargo Advisors, LLC. 2012 - Present
Smith Barney April 1997 - January 2012
Pididdly Links 1970 - 1997
Education
Queens College 1963 — 1968
Fran Taber's Smith Barney Experience January 2002 - 2009
Job Director, Global Sales Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Communication for Social Change Consortium October 2009 - February 2010
Smith Barney January 2002 - 2009
Smith Barney January 1993 - January 2004
Shearson Lehman Brothers January 1988 - January 1993
ROSENFELD, SIROWITZ, HUMPHREY & STRAUSS (Advertising Agency) January 1987 - January 1988
CHAPMAN, STONE & ADLER January 1985 - January 1987
GREY DIRECT, INC January 1983 - January 1985
WARNER BROTHERS MUSIC PUBLISHING January 1979 - January 1983
Skills
Series 7, Financial Services, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Series 63, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Risk Management, Securities, Finance, Strategic Planning, Insurance, Equities, Mergers
Education
Hunter College of the City of New York
Master of Arts
Randolph-Macon Woman's College
Bachelor of Arts
Merrill Lynch March 2010 - Present
Communication for Social Change Consortium October 2009 - February 2010
Smith Barney January 2002 - 2009
Smith Barney January 1993 - January 2004
Shearson Lehman Brothers January 1988 - January 1993
ROSENFELD, SIROWITZ, HUMPHREY & STRAUSS (Advertising Agency) January 1987 - January 1988
CHAPMAN, STONE & ADLER January 1985 - January 1987
GREY DIRECT, INC January 1983 - January 1985
WARNER BROTHERS MUSIC PUBLISHING January 1979 - January 1983
Skills
Series 7, Financial Services, Portfolio Management, Investments, Asset Managment, Strategic Financial..., Series 63, Financial Analysis, Financial Modeling, Mutual Funds, Fixed Income, Risk Management, Securities, Finance, Strategic Planning, Insurance, Equities, Mergers
Education
Hunter College of the City of New York
Master of Arts
Randolph-Macon Woman's College
Bachelor of Arts
Nate Mallory's Smith Barney Experience May 2004 - August 2004
Job IT at Gearbox Software
Industry Computer Games
Experience
Gearbox Software April 2015 - Present
Game Developers Conference March 2011 - Present
Southwest Eye Clinic September 2005 - Present
Texas Health Physicians Group January 2015 - April 2015
Texas Health Resources September 2013 - December 2014
Apple Retail February 2011 - May 2012
Game Developers Conference 2002 - 2010
Navy Judge Advocate General's Corp June 2007 - August 2007
Yuasa & Hara Law Firm June 2006 - August 2006
Smith Barney May 2004 - August 2004
Skills
Server Administration, System Administration, Windows Server, Microsoft SQL Server, Intellectual Property, Databases, Training, Microsoft Office, Microsoft Excel, Problem Solving, Troubleshooting, Contract Negotiation, Windows 7, Game Development, Management, Video Games, Technical Support, ITIL v3 Foundations..., Web Design, Apple Certified, Web Development, Apple Certified...
Education
Temple University - James E. Beasley School of Law 2008 — 2008
University of Oklahoma - Price College of Business 2005 — 2008
MBA, Business Administration
University of Oklahoma College of Law 2004 — 2008
JD, Law
Santa Clara University School of Law 2006 — 2006
University of Oklahoma 2000 — 2004
BA, International & Area Studies: East Asia
University of Oklahoma 2000 — 2004
BA, Psychology
University of Oklahoma 2000 — 2004
Minor, Japanese Language
立命館大学 2001 — 2002
Casady School 1990 — 1999
High school diploma
Gearbox Software April 2015 - Present
Game Developers Conference March 2011 - Present
Southwest Eye Clinic September 2005 - Present
Texas Health Physicians Group January 2015 - April 2015
Texas Health Resources September 2013 - December 2014
Apple Retail February 2011 - May 2012
Game Developers Conference 2002 - 2010
Navy Judge Advocate General's Corp June 2007 - August 2007
Yuasa & Hara Law Firm June 2006 - August 2006
Smith Barney May 2004 - August 2004
Skills
Server Administration, System Administration, Windows Server, Microsoft SQL Server, Intellectual Property, Databases, Training, Microsoft Office, Microsoft Excel, Problem Solving, Troubleshooting, Contract Negotiation, Windows 7, Game Development, Management, Video Games, Technical Support, ITIL v3 Foundations..., Web Design, Apple Certified, Web Development, Apple Certified...
Education
Temple University - James E. Beasley School of Law 2008 — 2008
University of Oklahoma - Price College of Business 2005 — 2008
MBA, Business Administration
University of Oklahoma College of Law 2004 — 2008
JD, Law
Santa Clara University School of Law 2006 — 2006
University of Oklahoma 2000 — 2004
BA, International & Area Studies: East Asia
University of Oklahoma 2000 — 2004
BA, Psychology
University of Oklahoma 2000 — 2004
Minor, Japanese Language
立命館大学 2001 — 2002
Casady School 1990 — 1999
High school diploma
Alex Sebastian's Smith Barney Experience September 2005 - May 2007
Job Executive Financial Advisor at Fort McIntosh Wealth Advisors 278 East End Avenue Beaver PA 15009
Industry Financial Services
Experience
Securities offered through Raymond James Financial November 2013 - Present
Merrill Lynch May 2007 - November 2013
Smith Barney September 2005 - May 2007
Education
Robert Morris University 1996 — 2001
Bachelor of Business Administration BS. BA., Business/Finance
The Kiski School
Securities offered through Raymond James Financial November 2013 - Present
Merrill Lynch May 2007 - November 2013
Smith Barney September 2005 - May 2007
Education
Robert Morris University 1996 — 2001
Bachelor of Business Administration BS. BA., Business/Finance
The Kiski School
Mark Wrightington's Smith Barney Experience July 2001 - June 2009
Job Sr. Business Analyst / Project Manager
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2009 - Present
Various Non Profit Organizations 2000 - Present
Boy Scouts of America 2011 - 2015
Boy Scouts of America 2011 - 2015
Smith Barney July 2001 - June 2009
UBS Wealth Management 1987 - 2001
Thomson McKinnon Securities 1986 - 1987
Mellon Financial Services Corp 1980 - 1986
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Project Portfolio..., Program Management, SDLC, Financial Services, PMO, Visio, Management, IT Strategy, Process Improvement, Software Project..., Analysis, Banking, Integration, Mainframe, Business Process..., User Acceptance Testing, Analytics, Capital Markets, Business Process..., Change Management, Leadership, Disaster Recovery, Access, COBOL, SharePoint, IT Management, Project Delivery, SQL, Outsourcing, Governance, Product Management, CRM, Business Intelligence, PMP, Systems Analysis, Enterprise Architecture, Resource Management, Business Analysis, Vendor Management, Equities, Fixed Income, Risk Management, Strategic Planning
Education
Rowan University 1977 — 1980
Political Science, Criminal Justice
Rowan University 1977 — 1980
Political Science and Government
Morgan Stanley Private Wealth Management June 2009 - Present
Various Non Profit Organizations 2000 - Present
Boy Scouts of America 2011 - 2015
Boy Scouts of America 2011 - 2015
Smith Barney July 2001 - June 2009
UBS Wealth Management 1987 - 2001
Thomson McKinnon Securities 1986 - 1987
Mellon Financial Services Corp 1980 - 1986
Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Project Portfolio..., Program Management, SDLC, Financial Services, PMO, Visio, Management, IT Strategy, Process Improvement, Software Project..., Analysis, Banking, Integration, Mainframe, Business Process..., User Acceptance Testing, Analytics, Capital Markets, Business Process..., Change Management, Leadership, Disaster Recovery, Access, COBOL, SharePoint, IT Management, Project Delivery, SQL, Outsourcing, Governance, Product Management, CRM, Business Intelligence, PMP, Systems Analysis, Enterprise Architecture, Resource Management, Business Analysis, Vendor Management, Equities, Fixed Income, Risk Management, Strategic Planning
Education
Rowan University 1977 — 1980
Political Science, Criminal Justice
Rowan University 1977 — 1980
Political Science and Government
barbara konicke's Smith Barney Experience 1986 - 1991
Job Administrative Professional Financial Services
Industry Financial Services
Experience
New York Stock Exchange January 2010 - July 2010
CORE Staffing Services, Inc. 2006 - 2010
Trafelet Delta Funds April 2006 - April 2008
AllianceBernstein 2008 - 2008
American Management Association 2008 - 2008
Bear, Stearns & Co., Inc. April 1997 - June 2005
Furman Selz LLC 1994 - 1997
Smith Barney 1986 - 1991
Skills
Travel Arrangements, Outlook, Microsoft Excel, Administrative..., Hedge Funds, Access, Process Scheduler, Lotus Notes, Event Management, Editing, Marketing, Management, Office Management, Microsoft Word, Finance
Education
Queens College 1972 — 1976
BA, English
New York Stock Exchange January 2010 - July 2010
CORE Staffing Services, Inc. 2006 - 2010
Trafelet Delta Funds April 2006 - April 2008
AllianceBernstein 2008 - 2008
American Management Association 2008 - 2008
Bear, Stearns & Co., Inc. April 1997 - June 2005
Furman Selz LLC 1994 - 1997
Smith Barney 1986 - 1991
Skills
Travel Arrangements, Outlook, Microsoft Excel, Administrative..., Hedge Funds, Access, Process Scheduler, Lotus Notes, Event Management, Editing, Marketing, Management, Office Management, Microsoft Word, Finance
Education
Queens College 1972 — 1976
BA, English
Robert Pape's Smith Barney Experience April 2004 - May 2009
Job Project Manager, Product Management at Prudential
Industry Financial Services
Experience
Citibank June 2009 - March 2011
Smith Barney April 2004 - May 2009
North American Company for Life and Health 2001 - 2004
Prudential Financial 1986 - 2001
Chase 1998 - 1999
Skills
Asset Management, Banking, Business Strategy, Capital Markets, Change Management, Customer Service, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Insurance, Investments, Leadership, Life Insurance, Loans, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Psychology
Citibank June 2009 - March 2011
Smith Barney April 2004 - May 2009
North American Company for Life and Health 2001 - 2004
Prudential Financial 1986 - 2001
Chase 1998 - 1999
Skills
Asset Management, Banking, Business Strategy, Capital Markets, Change Management, Customer Service, Due Diligence, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, Insurance, Investments, Leadership, Life Insurance, Loans, Mutual Funds, New Business Development, Portfolio Management, Process Improvement, Project Management, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Team Building, Team Leadership, Vendor Management, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1992
MBA, Business
Rutgers University-New Brunswick 1979 — 1983
BA, Psychology
Ira Margolis's Smith Barney Experience February 1976 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Smith Barney February 1976 - Present
Education
Roosevelt University 1958 — 1962
bsba, busness administration
Smith Barney February 1976 - Present
Education
Roosevelt University 1958 — 1962
bsba, busness administration
Diane Keady's Smith Barney Experience 1996 - 2000
Job Portfolio Manager at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments 2004 - Present
Citigroup 2000 - 2004
Smith Barney 1996 - 2000
Smith Barney 1994 - 1996
Macy's East 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance, Management
Rutgers University-New Brunswick 1988 — 1992
BS, Accounting, English
ClearBridge Investments 2004 - Present
Citigroup 2000 - 2004
Smith Barney 1996 - 2000
Smith Barney 1994 - 1996
Macy's East 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance, Management
Rutgers University-New Brunswick 1988 — 1992
BS, Accounting, English
Darek Hunt, MPA, PhD Candidate's Smith Barney Experience May 2000 - July 2003
Job Principal at Aurora Strategic Advisors, LLC
Industry Investment Management
Experience
University of North Carolina Pembroke Regional Center May 2013 - May 2015
Marlton Economic Development Advisory Commission February 2012 - February 2013
Innovative Healthcare and Management Consultants December 2012 - 2013
FedEx Office November 2007 - November 2012
Rutger University/Senator Walter Rand Institue 2009 - 2010
Aurora Strategic Investments April 2005 - November 2007
Verizon Informational Services July 2003 - April 2005
Smith Barney May 2000 - July 2003
Saint Joan of Arc Confraternity of Christian Doctrine (CCD) January 1998 - January 2001
UBS (formerly, PaineWebber, Inc) July 1998 - May 2000
Skills
Negotiation, Contract Negotiation, Policy Analysis, Research, Non-profits, Grant Writing, Public Speaking, Fundraising, Budgeting, PowerPoint, Word, Writing, Teaching, Microsoft Office, Small Business, Public Policy, Problem Solving, Financial Analysis, Health Research, Healthcare Industry, Healthcare Management, Budgets, Strategic Planning, Nonprofits, Investment Banking, Investment Advisory, Investment Strategies, Institutional..., Strategic Financial..., Public Budgeting, Analysis, Project Planning, Marketing, Microsoft Word, Healthcare, Project Management, Administration, Team Building, Management, Staff Development, Professional..., Community Outreach, Leadership, Program Development, Policy, Leadership Development
Education
Walden University 2011 — 2016
Doctor of Philosophy (PhD)
Rutgers, The State University of New Jersey-Camden 2009 — 2010
MPA
Rutgers, The State University of New Jersey-Camden 1986 — 1991
B.A
University of North Carolina at Pembroke 1984 — 1986
University of North Carolina Pembroke Regional Center May 2013 - May 2015
Marlton Economic Development Advisory Commission February 2012 - February 2013
Innovative Healthcare and Management Consultants December 2012 - 2013
FedEx Office November 2007 - November 2012
Rutger University/Senator Walter Rand Institue 2009 - 2010
Aurora Strategic Investments April 2005 - November 2007
Verizon Informational Services July 2003 - April 2005
Smith Barney May 2000 - July 2003
Saint Joan of Arc Confraternity of Christian Doctrine (CCD) January 1998 - January 2001
UBS (formerly, PaineWebber, Inc) July 1998 - May 2000
Skills
Negotiation, Contract Negotiation, Policy Analysis, Research, Non-profits, Grant Writing, Public Speaking, Fundraising, Budgeting, PowerPoint, Word, Writing, Teaching, Microsoft Office, Small Business, Public Policy, Problem Solving, Financial Analysis, Health Research, Healthcare Industry, Healthcare Management, Budgets, Strategic Planning, Nonprofits, Investment Banking, Investment Advisory, Investment Strategies, Institutional..., Strategic Financial..., Public Budgeting, Analysis, Project Planning, Marketing, Microsoft Word, Healthcare, Project Management, Administration, Team Building, Management, Staff Development, Professional..., Community Outreach, Leadership, Program Development, Policy, Leadership Development
Education
Walden University 2011 — 2016
Doctor of Philosophy (PhD)
Rutgers, The State University of New Jersey-Camden 2009 — 2010
MPA
Rutgers, The State University of New Jersey-Camden 1986 — 1991
B.A
University of North Carolina at Pembroke 1984 — 1986
ANDREW C. SMITH CFP® AWMA®'s Smith Barney Experience 1995 - 2009
Job at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC 2009 - Present
Smith Barney 1995 - 2009
IBM January 1977 - November 1994
Skills
Series 7, Series 63, Series 65, Estate Planning, Wealth Management, Retirement Planning, Life & Health Insurance..., Disability Insurance, Long-term Care, Investment Advisory, Mutual Funds, ETFs, Financial Advisory, Securities, Investments
Education
Wake Forest University School of Business 1972 — 1976
MBA, Accounting / Finance
Quinnipiac University - School of Business 1969 — 1972
BS, Org Behavior
Janney Montgomery Scott LLC 2009 - Present
Smith Barney 1995 - 2009
IBM January 1977 - November 1994
Skills
Series 7, Series 63, Series 65, Estate Planning, Wealth Management, Retirement Planning, Life & Health Insurance..., Disability Insurance, Long-term Care, Investment Advisory, Mutual Funds, ETFs, Financial Advisory, Securities, Investments
Education
Wake Forest University School of Business 1972 — 1976
MBA, Accounting / Finance
Quinnipiac University - School of Business 1969 — 1972
BS, Org Behavior
Donna Boyette's Smith Barney Experience October 1982 - September 2005
Job Senior Registered Client Associate / Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors June 2009 - June 2013
UBS September 2005 - April 2009
Smith Barney October 1982 - September 2005
Skills
Investments, Mutual Funds, Management, Finance, Risk Management, Wealth Management, Securities, Customer Service, Financial Services, Series 7
Education
Regis University 2005 — 2012
Bachlor of Science, Human Resources Management, Various Classes
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors June 2009 - June 2013
UBS September 2005 - April 2009
Smith Barney October 1982 - September 2005
Skills
Investments, Mutual Funds, Management, Finance, Risk Management, Wealth Management, Securities, Customer Service, Financial Services, Series 7
Education
Regis University 2005 — 2012
Bachlor of Science, Human Resources Management, Various Classes
Kwangsoo Kim's Smith Barney Experience January 2006 - May 2009
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
carmela doerge's Smith Barney Experience May 2008 - Present
Job Client Service Associate at Smith Barney
Industry Financial Services
Experience
Smith Barney May 2008 - Present
Smith Barney June 1987 - October 1992
Education
Rockhurst University 1981 — 1985
BA, Finance
Smith Barney May 2008 - Present
Smith Barney June 1987 - October 1992
Education
Rockhurst University 1981 — 1985
BA, Finance
Kathy Kapiloff's Smith Barney Experience 2004 - 2005
Job Fixed Income Taxable Trading
Industry Banking
Experience
First Southwest Company 2009 - Present
ABN AMRO 2005 - 2009
Smith Barney 2004 - 2005
Oppenheimer Capital 2003 - 2004
Deutsche Bank 2002 - 2003
Skills
Fixed Income, Trading, Equities, Structured Products, Swaps, Bloomberg, Bonds, Series 63, Capital Markets, Investment Banking, Series 7, Derivatives, Securities, Portfolio Management, Hedge Funds
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics
First Southwest Company 2009 - Present
ABN AMRO 2005 - 2009
Smith Barney 2004 - 2005
Oppenheimer Capital 2003 - 2004
Deutsche Bank 2002 - 2003
Skills
Fixed Income, Trading, Equities, Structured Products, Swaps, Bloomberg, Bonds, Series 63, Capital Markets, Investment Banking, Series 7, Derivatives, Securities, Portfolio Management, Hedge Funds
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics
Kavin Khanna's Smith Barney Experience January 2009 - May 2009
Job Investment Professional at BlueMountain Capital Management
Industry Investment Management
Experience
BlueMountain Capital Management January 2015 - Present
Emmes Asset Management September 2013 - January 2015
Morgan Stanley June 2011 - September 2013
Prudential Real Estate Investors July 2010 - May 2011
Genworth Financial May 2009 - August 2009
Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
B.S., Finance
BlueMountain Capital Management January 2015 - Present
Emmes Asset Management September 2013 - January 2015
Morgan Stanley June 2011 - September 2013
Prudential Real Estate Investors July 2010 - May 2011
Genworth Financial May 2009 - August 2009
Smith Barney January 2009 - May 2009
Education
Rutgers University-New Brunswick 2006 — 2010
B.S., Finance
Ron Rakoover's Smith Barney Experience August 1993 - May 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2009 - Present
Smith Barney August 1993 - May 2009
Abbott, Stringham & Lynch 1992 - 1993
Deloitte & Touche 1990 - 1992
Mark Manufacturing 1980 - 1988
Skills
Finance, Investments, Retirement Planning, Estate Invesment...
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1990
MPA, Tax Accounting
Rice University 1976 — 1980
B.A., Managerial Studies and Economics
The Hebrew University 1978 — 1979
One Year Program, General Judaic & Middle Eastern Studies
Paschal High School, Fort Worth, TX 1972 — 1976
Wells Fargo Advisors, LLC May 2009 - Present
Smith Barney August 1993 - May 2009
Abbott, Stringham & Lynch 1992 - 1993
Deloitte & Touche 1990 - 1992
Mark Manufacturing 1980 - 1988
Skills
Finance, Investments, Retirement Planning, Estate Invesment...
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1990
MPA, Tax Accounting
Rice University 1976 — 1980
B.A., Managerial Studies and Economics
The Hebrew University 1978 — 1979
One Year Program, General Judaic & Middle Eastern Studies
Paschal High School, Fort Worth, TX 1972 — 1976
Budi Djafar's Smith Barney Experience February 2005 - July 2005
Job Assistant Editor / Researcher
Industry International Trade and Development
Experience
AMERICAN INDONESIAN CHAMBER OF COMMERCE January 2010 - Present
Bank Indonesia May 2007 - August 2007
Bank of New York Mellon August 2006 - May 2007
SMITH BARNEY February 2005 - July 2005
Merrill Lynch March 2001 - June 2001
Skills
Economics, Portfolio Management, Banking, Investments, Program Management
Education
The New School 2007 — 2010
Economics, Economics
Queens College 2002 — 2006
Economics, Economics
THE NEW SCHOOL FOR SOCIAL RESEARCH
Master of Science (MS); Bachelors of Arts, Economics; Economics (Honors) & Business Liberal Arts
AMERICAN INDONESIAN CHAMBER OF COMMERCE January 2010 - Present
Bank Indonesia May 2007 - August 2007
Bank of New York Mellon August 2006 - May 2007
SMITH BARNEY February 2005 - July 2005
Merrill Lynch March 2001 - June 2001
Skills
Economics, Portfolio Management, Banking, Investments, Program Management
Education
The New School 2007 — 2010
Economics, Economics
Queens College 2002 — 2006
Economics, Economics
THE NEW SCHOOL FOR SOCIAL RESEARCH
Master of Science (MS); Bachelors of Arts, Economics; Economics (Honors) & Business Liberal Arts
Phil Heidkamp's Smith Barney Experience 1995 - 1997
Job Managing Director, Compliance at Societe Generale
Industry Investment Banking
Experience
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Societe Generale 2011 - Present
FBR Capital Markets 2002 - 2011
American Express Financial Advisors 2002 - 2002
FBR.COM 1999 - 2001
NASD Regulation 1998 - 1999
PaineWebber 1997 - 1998
Smith Barney 1995 - 1997
Skills
Capital Markets, Investment Banking, Research, Control Room, Securities Regulation
Education
Rutgers University-New Brunswick
Bachelor of Arts
The Catholic University of America, Columbus School of Law
Juris Doctor
Rolf Baigas's Smith Barney Experience July 1994 - November 1997
Job Manager, Billing at NYCE Payments Network, LLC
Industry Financial Services
Experience
NYCE Payments Network, LLC (A FIS Company) May 2000 - Present
Dress Barn November 1997 - May 2000
Smith Barney July 1994 - November 1997
Skills
Electronic Funds..., Debit Cards, Electronic Payments, Payment Card Processing, ACH, Payments, Payment Systems, Banking, Credit Cards, JCL, Disaster Recovery, CICS
Education
Ramapo College of New Jersey
NYCE Payments Network, LLC (A FIS Company) May 2000 - Present
Dress Barn November 1997 - May 2000
Smith Barney July 1994 - November 1997
Skills
Electronic Funds..., Debit Cards, Electronic Payments, Payment Card Processing, ACH, Payments, Payment Systems, Banking, Credit Cards, JCL, Disaster Recovery, CICS
Education
Ramapo College of New Jersey
Anna C. Sweeney's Smith Barney Experience 2006 - 2008
Job Associate at Law Offices of Sadaka Associates
Industry Law Practice
Experience
Law Offices of Sadaka Associates LLC October 2012 - Present
Rutgers Race & Law Review May 2011 - May 2012
Environmental Protection Agency, Office of Regional Counsel, NJ Superfund Section August 2011 - December 2011
Eastern Environmental Law Center January 2011 - August 2011
The Honorable Sebastian P. Lombardi, J.S.C., Civil Division May 2010 - August 2010
G.H. Cook Scholars Program 2008 - 2009
Freehold Soil Conservation District May 2008 - August 2008
Smith Barney 2006 - 2008
The Daily Orange 2005 - 2006
Skills
Legal Research, Legal Writing, Environmental Awareness, Public Policy, Environmental Issues, Environmental Law, Environmental Compliance, Environmental Policy, Sustainability, Remediation, Research, Environmental Consulting, Litigation
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2006 — 2009
Bachelor of Science (B.S.), Environmental Policy, Institutions and Behavior
SUNY Environmental Science & Forestry 2005 — 2006
Law Offices of Sadaka Associates LLC October 2012 - Present
Rutgers Race & Law Review May 2011 - May 2012
Environmental Protection Agency, Office of Regional Counsel, NJ Superfund Section August 2011 - December 2011
Eastern Environmental Law Center January 2011 - August 2011
The Honorable Sebastian P. Lombardi, J.S.C., Civil Division May 2010 - August 2010
G.H. Cook Scholars Program 2008 - 2009
Freehold Soil Conservation District May 2008 - August 2008
Smith Barney 2006 - 2008
The Daily Orange 2005 - 2006
Skills
Legal Research, Legal Writing, Environmental Awareness, Public Policy, Environmental Issues, Environmental Law, Environmental Compliance, Environmental Policy, Sustainability, Remediation, Research, Environmental Consulting, Litigation
Education
Rutgers University School of Law - Newark 2009 — 2012
Doctor of Law (J.D.)
Rutgers University 2006 — 2009
Bachelor of Science (B.S.), Environmental Policy, Institutions and Behavior
SUNY Environmental Science & Forestry 2005 — 2006
Joann Lichtmann's Smith Barney Experience June 2005 - May 2006
Job Associate Director, Finance & Contracts at Dr. Reddy's Laboratories
Industry Pharmaceuticals
Experience
Dr. Reddy's Laboratories April 2013 - Present
Dr. Reddy's Laboratories July 2012 - Present
Dr. Reddy's Laboratories, Inc. August 2010 - June 2012
Dr. Reddy's Laboratories, Inc. April 2009 - July 2010
Dr. Reddy's Laboratories June 2006 - March 2009
Smith Barney June 2005 - May 2006
Rowan University September 2002 - May 2006
Education
Rowan University 2002 — 2006
B.S., Business Administration & Finance
Dr. Reddy's Laboratories April 2013 - Present
Dr. Reddy's Laboratories July 2012 - Present
Dr. Reddy's Laboratories, Inc. August 2010 - June 2012
Dr. Reddy's Laboratories, Inc. April 2009 - July 2010
Dr. Reddy's Laboratories June 2006 - March 2009
Smith Barney June 2005 - May 2006
Rowan University September 2002 - May 2006
Education
Rowan University 2002 — 2006
B.S., Business Administration & Finance
Geoffrey Halpern's Smith Barney Experience January 1989 - January 1994
Job Executive Office Professional
Industry Executive Office
Experience
J & B Goldbuyers July 2009 - March 2011
Avis Budget Group January 1995 - December 2008
SMITH BARNEY January 1989 - January 1994
Skills
Management, Advertising, Invoicing, Accounting, Negotiation, Fundraising, Account Reconciliation, Pricing, Retail, Strategic Planning
Education
Queens College 2009 — 2010
Certificate, Web Design
Colorado Tech University
A.S, Business Administration
Empire State College - Center for Distance Learning
working on behavioral science
richmonh hill hs
J & B Goldbuyers July 2009 - March 2011
Avis Budget Group January 1995 - December 2008
SMITH BARNEY January 1989 - January 1994
Skills
Management, Advertising, Invoicing, Accounting, Negotiation, Fundraising, Account Reconciliation, Pricing, Retail, Strategic Planning
Education
Queens College 2009 — 2010
Certificate, Web Design
Colorado Tech University
A.S, Business Administration
Empire State College - Center for Distance Learning
working on behavioral science
richmonh hill hs
Kristen Derosier's Smith Barney Experience March 2006 - July 2007
Job Finance and Operations Manager
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Harry Goff's Smith Barney Experience January 2000 - November 2004
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2004 - Present
Smith Barney January 2000 - November 2004
Citifinancial January 1997 - January 1999
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Equities, Retirement Planning, Alternative Investments, Mutual Funds, Portfolio Management, Investments, Capital Markets, Investment Advisory, Securities, Asset Allocation, Finance
Education
Queens University of Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Lynch November 2004 - Present
Smith Barney January 2000 - November 2004
Citifinancial January 1997 - January 1999
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Equities, Retirement Planning, Alternative Investments, Mutual Funds, Portfolio Management, Investments, Capital Markets, Investment Advisory, Securities, Asset Allocation, Finance
Education
Queens University of Charlotte 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brian Ness's Smith Barney Experience October 1996 - October 1998
Job FX Relationship Management Business Development
Industry Financial Services
Experience
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
Peter Szeto's Smith Barney Experience 2005 - 2005
Job Senior Consultant at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation August 2014 - Present
Northern Trust September 2013 - January 2015
Northern Trust May 2012 - August 2013
Northern Trust March 2009 - May 2012
Northern Trust March 2008 - March 2009
Smith Barney 2005 - 2005
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Equities, Equity Valuation, Financial Planning, Fixed Income, Hedge Funds, Securities, Derivatives, Asset Management, Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Wealth Management, Equity Research, Options, Financial Modeling, Investment Advisory, portfolio accounting, Performance Analysis, Financial Reporting, Alternative Assets, Account Reconciliation, Back Office..., Cash Posting, Bloomberg, Financial Accounting, Fund Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Financial Audits
Education
Purdue University 2001 — 2005
B.S., Finance
Northern Trust Corporation February 2015 - Present
Northern Trust Corporation August 2014 - Present
Northern Trust September 2013 - January 2015
Northern Trust May 2012 - August 2013
Northern Trust March 2009 - May 2012
Northern Trust March 2008 - March 2009
Smith Barney 2005 - 2005
Skills
Mutual Funds, Portfolio Management, Asset Allocation, Equities, Equity Valuation, Financial Planning, Fixed Income, Hedge Funds, Securities, Derivatives, Asset Management, Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Wealth Management, Equity Research, Options, Financial Modeling, Investment Advisory, portfolio accounting, Performance Analysis, Financial Reporting, Alternative Assets, Account Reconciliation, Back Office..., Cash Posting, Bloomberg, Financial Accounting, Fund Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Financial Audits
Education
Purdue University 2001 — 2005
B.S., Finance
Bill Brownlie's Smith Barney Experience April 1996 - August 1998
Job Regulatory Relations Manager/Vice President at Deutsche Bank Securities Inc
Industry Financial Services
Experience
Deutsche Bank Securities Inc July 2013 - Present
Deutsche Bank Securities Inc August 1998 - June 2013
Smith Barney April 1996 - August 1998
American Stock Exchange September 1987 - April 1996
Dean Witter Reynolds December 1985 - September 1987
Discount Brokerage Corp of America August 1983 - December 1985
Skills
Legal Compliance, Series 24, Prime Brokerage, Securities, FINRA, Enterprise Risk..., SEC, Electronic Trading, Investment Advisory, Equity Trading, Bank Secrecy Act, OFAC, AML, Market Data, Dodd-Frank, Broker-Dealer, Structured Products, Equity Derivatives, ETFs, Bloomberg, Anti Money Laundering, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Parsippany High School
Deutsche Bank Securities Inc July 2013 - Present
Deutsche Bank Securities Inc August 1998 - June 2013
Smith Barney April 1996 - August 1998
American Stock Exchange September 1987 - April 1996
Dean Witter Reynolds December 1985 - September 1987
Discount Brokerage Corp of America August 1983 - December 1985
Skills
Legal Compliance, Series 24, Prime Brokerage, Securities, FINRA, Enterprise Risk..., SEC, Electronic Trading, Investment Advisory, Equity Trading, Bank Secrecy Act, OFAC, AML, Market Data, Dodd-Frank, Broker-Dealer, Structured Products, Equity Derivatives, ETFs, Bloomberg, Anti Money Laundering, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Parsippany High School
Suzanne Plain-Ward's Smith Barney Experience June 2000 - March 2007
Job Senior Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Livonia Central School September 2009 - September 2012
Smith Barney June 2000 - March 2007
Prudential Securities June 1994 - June 2000
Shearson Lehman Brothers May 1987 - June 1994
Skills
Series 7, Series 66
Education
Rochester Institute of Technology
RBC Wealth Management October 2012 - Present
Livonia Central School September 2009 - September 2012
Smith Barney June 2000 - March 2007
Prudential Securities June 1994 - June 2000
Shearson Lehman Brothers May 1987 - June 1994
Skills
Series 7, Series 66
Education
Rochester Institute of Technology
Marcelline Schnelly's Smith Barney Experience February 2000 - April 2009
Job Public Safety Officer at Albright College
Industry Higher Education
Experience
Albright College April 2012 - Present
The Reading Hospital February 2006 - April 2011
Smith Barney February 2000 - April 2009
Education
Reading Area Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Criminal Justice
Reading Area Community College 2009 — 2011
Associate's degree, General Studies
Albright College April 2012 - Present
The Reading Hospital February 2006 - April 2011
Smith Barney February 2000 - April 2009
Education
Reading Area Community College 2009 — 2012
Associate of Arts and Sciences (A.A.S.), Criminal Justice
Reading Area Community College 2009 — 2011
Associate's degree, General Studies
Jennifer Halper's Smith Barney Experience May 1998 - November 2005
Job Sr. Registered Associate
Industry Financial Services
Experience
Morgan Stanley July 2006 - Present
Merrill Lynch January 2006 - June 2006
Smith Barney May 1998 - November 2005
Skills
Organizational..., People Skills, Teamwork, Relationship Management
Education
Queensborough Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Marketing
Morgan Stanley July 2006 - Present
Merrill Lynch January 2006 - June 2006
Smith Barney May 1998 - November 2005
Skills
Organizational..., People Skills, Teamwork, Relationship Management
Education
Queensborough Community College 1987 — 1990
Associate of Arts and Sciences (AAS), Marketing
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.