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.
Smith Barney Salaries. You can even request information on how much does Smith Barney pay if you want to. Learn about salaries, pros and cons of working for Smith Barney directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Dominic Lazzaro Dominic Lazzaro's Smith Barney Experience June 2003 - August 2003
Job Director, Strategic Accounts at The Profero Group, LLC
Industry Marketing and Advertising
Experience
The Profero Group, LLC April 2015 - Present
Johnson & Johnson August 2013 - March 2015
Johnson & Johnson June 2011 - August 2013
Johnson & Johnson January 2010 - June 2011
Johnson & Johnson - Janssen Pharmaceuticals June 2007 - December 2009
JOM Pharmaceuticals March 2006 - June 2007
Marlin Leasing (MRLN) April 2005 - March 2006
Smith Barney June 2003 - August 2003
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Management, Marketing, Strategy, Sales, Cross-functional Team..., Investments, Competitive Analysis, Managed Care, Product Launch, Pharmaceutical Industry, Market Research, Market Analysis, Strategic Planning, Finance, Product Marketing, Business Strategy, Leadership, Marketing Communications, Organizational..., Marketing Strategy
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Marketing, Finance
Bloomsburg University of Pennsylvania 2000 — 2004
B.S., Finance
The Profero Group, LLC April 2015 - Present
Johnson & Johnson August 2013 - March 2015
Johnson & Johnson June 2011 - August 2013
Johnson & Johnson January 2010 - June 2011
Johnson & Johnson - Janssen Pharmaceuticals June 2007 - December 2009
JOM Pharmaceuticals March 2006 - June 2007
Marlin Leasing (MRLN) April 2005 - March 2006
Smith Barney June 2003 - August 2003
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Management, Marketing, Strategy, Sales, Cross-functional Team..., Investments, Competitive Analysis, Managed Care, Product Launch, Pharmaceutical Industry, Market Research, Market Analysis, Strategic Planning, Finance, Product Marketing, Business Strategy, Leadership, Marketing Communications, Organizational..., Marketing Strategy
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Marketing, Finance
Bloomsburg University of Pennsylvania 2000 — 2004
B.S., Finance
Christine Cunningham Christine Cunningham's Smith Barney Experience September 1999 - July 2003
Job Associate Director, IB Compliance Business Manager at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank September 2006 - Present
Ferrell Capital Management July 2005 - September 2006
Starwood Capital Group October 2004 - June 2005
Pequot Capital Management, Inc. October 2003 - July 2004
Smith Barney September 1999 - July 2003
Skills
Hedge Funds, Fixed Income, Investment Banking, Bonds, Equities, High Yield Bonds, Investment Grade Bonds, Forecasting, Budgets, Project Management, Financial Markets, Credit Derivatives, Investments, Dodd-Frank, Compliance, Global Business..., Structured Products, Derivatives, Securities, Trading, Bloomberg, Management, Capital Markets
Education
Boston University 1994 — 1998
Bachelor’s Degree
Darien High School
UBS Investment Bank September 2006 - Present
Ferrell Capital Management July 2005 - September 2006
Starwood Capital Group October 2004 - June 2005
Pequot Capital Management, Inc. October 2003 - July 2004
Smith Barney September 1999 - July 2003
Skills
Hedge Funds, Fixed Income, Investment Banking, Bonds, Equities, High Yield Bonds, Investment Grade Bonds, Forecasting, Budgets, Project Management, Financial Markets, Credit Derivatives, Investments, Dodd-Frank, Compliance, Global Business..., Structured Products, Derivatives, Securities, Trading, Bloomberg, Management, Capital Markets
Education
Boston University 1994 — 1998
Bachelor’s Degree
Darien High School
William Stein, CFA's Smith Barney Experience June 1996 - February 1998
Job Technology / Industrials Equity Research Analyst
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
SunTrust Robinson Humphrey July 2012 - Present
Credit Suisse July 2004 - July 2012
Independent Consultant August 2003 - June 2004
MF Electronics January 2002 - August 2003
MF Electronics May 1999 - December 2001
NetGravity February 1998 - April 1999
Smith Barney June 1996 - February 1998
BlackRock January 1993 - June 1994
AT&T January 1992 - December 1992
Skills
Investments, Equity Research, Financial Analysis, Financial Modeling, Valuation, Competitive Analysis, Product Marketing, Restructuring, Strategy, Equities, Fixed Income, Management, Analysis, Corporate Finance, Stocks, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Brandeis University 1988 — 1992
BA, Computer Science
Scarsdale High School 1984 — 1988
High School
Morgan Ryan-Angel Morgan Ryan-Angel's Smith Barney Experience February 2007 - June 2009
Job Demographic Conversion Head Operations Integration at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney February 2007 - June 2009
Citi December 2005 - February 2007
Skills
Cross-functional Team..., Customer Experience, Financial Services, Strategy, Management, Integration, Data Conversion
Education
Bond University 2000 — 2004
Bachelor of Commerce, Finance
Michael West, CFP®'s Smith Barney Experience 1993 - February 1998
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
Raymond James May 2005 - Present
UBS February 1998 - May 2005
Smith Barney 1993 - February 1998
Mike Shad Ford August 1989 - May 1991
Jones Day February 1984 - May 1989
Alpha 1 Construction Company September 1983 - February 1985
US Army September 1980 - September 1983
Skills
Retirement Planning, Estate Planning, Wealth Management, Strategic Financial..., Securities, Investments, Financial Advisory, Finance, Financial Services, 401k
Education
Bob Jones University 1991 — 1993
Bachelor of Science, Finance
Bob Jones University 1991 — 1993
Bachelor's degree, Finance and Financial Management Services
Tracey Shiu's Smith Barney Experience September 2008 - December 2008
Job Customer Experience Specialist at Casper
Industry Insurance
Experience
Casper March 2015 - Present
Options for College, Inc. June 2014 - February 2015
In This Together Media March 2014 - June 2014
TitleVest July 2013 - March 2014
Bowdoin College June 2011 - December 2011
Coffin School October 2010 - December 2011
Bowdoin College Dining Services September 2009 - December 2011
David J. Louie Insurance May 2010 - August 2010
UBS January 2009 - May 2009
Smith Barney September 2008 - December 2008
Skills
Microsoft Excel, Writing, Editing, Customer Service, Time Management, Research, Training
Education
Bowdoin College 2009 — 2013
Hunter College High School 2003 — 2009
Hunter College High School
Bowdoin College
Bachelor of Arts, Economics and Psychology, Minor in Chinese
Casper March 2015 - Present
Options for College, Inc. June 2014 - February 2015
In This Together Media March 2014 - June 2014
TitleVest July 2013 - March 2014
Bowdoin College June 2011 - December 2011
Coffin School October 2010 - December 2011
Bowdoin College Dining Services September 2009 - December 2011
David J. Louie Insurance May 2010 - August 2010
UBS January 2009 - May 2009
Smith Barney September 2008 - December 2008
Skills
Microsoft Excel, Writing, Editing, Customer Service, Time Management, Research, Training
Education
Bowdoin College 2009 — 2013
Hunter College High School 2003 — 2009
Hunter College High School
Bowdoin College
Bachelor of Arts, Economics and Psychology, Minor in Chinese
Kanika (Marwaha) Chadha's Smith Barney Experience April 2002 - April 2003
Job Actively seeking analytic/strategic role in NYC
Industry Research
Experience
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
WhoTrades ~ Tech StartUp - Broker Dealer October 2013 - September 2014
The Benchmark Company, LLC October 2008 - October 2012
Fortress Investment Group, LLC June 2007 - August 2008
Investors Bank & Trust Co April 2006 - June 2007
NATIXIS Asset Management August 2004 - April 2006
MetLife Financial Services January 2004 - July 2004
Morgan Stanley September 2003 - December 2003
Smith Barney April 2002 - April 2003
Skills
Valuation, Hedge Funds, Bloomberg, Equities, Financial Modeling, Financial Analysis, Capital Markets, French, Hindi, Marketing Strategy, Equity Research, Microsoft Excel, Modeling, Software Project..., Business Analysis, New Business Development, Presentations, Public Speaking, Brand Development, Digital Strategy, Social Media, Microsoft Office, Microsoft Word, Nonprofits, Qualitative Research, Quantitative Research, Research, Strategic Planning, WordPress, Finance, Portfolio Management, Marketing, Start-ups, Trading, Strategy, Investments, Risk Management, Non-profit Leadership, Analysis, Non-profit Volunteer, Fixed Income, Investment Banking
Education
Boston University 2004 — 2007
M.S.
Boston University 1999 — 2003
B.A.
Erik Renaud Erik Renaud's Smith Barney Experience 2003 - 2005
Job Securities Research Team Leader at Fisher Investments
Industry Financial Services
Experience
Fisher Investments April 2012 - Present
Fisher Investments February 2008 - April 2012
Fisher Investments June 2005 - February 2008
Smith Barney 2003 - 2005
Education
Santa Clara University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Bond University 2004 — 2004
Fisher Investments April 2012 - Present
Fisher Investments February 2008 - April 2012
Fisher Investments June 2005 - February 2008
Smith Barney 2003 - 2005
Education
Santa Clara University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Bond University 2004 — 2004
Michelle (Soares) Vanslette Michelle (Soares) Vanslette's Smith Barney Experience 1997 - 2001
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
YWCA of Central Westchester & White Plains 2005 - 2012
Smith Barney 1997 - 2001
Advantage Staffing 1995 - 1997
Deloitte 1992 - 1995
Skills
Preparation and..., Preparation and..., Budget Preparation and..., Grant Management and..., Annual preparation of..., Review and preparation..., CPA, Member of AICPA, Accounting, Finance, Financial Analysis, Financial Statements, GAAP, Revenue Recognition, Financial Modeling, SEC filings, Tax Preparation, Cash Flow, General Ledger, Internal Controls, Variance Analysis, Sarbanes-Oxley, US GAAP
Education
Binghamton University - School of Management 1988 — 1992
Bachelor of Science (BS), Accounting, 3.7
YWCA of Central Westchester & White Plains 2005 - 2012
Smith Barney 1997 - 2001
Advantage Staffing 1995 - 1997
Deloitte 1992 - 1995
Skills
Preparation and..., Preparation and..., Budget Preparation and..., Grant Management and..., Annual preparation of..., Review and preparation..., CPA, Member of AICPA, Accounting, Finance, Financial Analysis, Financial Statements, GAAP, Revenue Recognition, Financial Modeling, SEC filings, Tax Preparation, Cash Flow, General Ledger, Internal Controls, Variance Analysis, Sarbanes-Oxley, US GAAP
Education
Binghamton University - School of Management 1988 — 1992
Bachelor of Science (BS), Accounting, 3.7
Patricia Yue, CFA's Smith Barney Experience April 2007 - October 2007
Job Operations Associate at Esposito Securities, LLC
Industry Investment Management
Experience
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Esposito Securities, LLC May 2012 - Present
Genesis Securities March 2009 - July 2010
State Street October 2007 - December 2008
Smith Barney April 2007 - October 2007
National Securities February 2006 - February 2007
Scottrade July 2003 - December 2005
Skills
Relationship Management, Equities, Strategic Financial..., Fixed Income, Series 7, Securities, Bloomberg, Hedge Funds, Series 24, Series 55, Series 3, Series 63, Series 65, Portfolio Management, Trading, Alternative Investments, FINRA, Mutual Funds, Financial Planning, Investments
Education
Boston University Questrom School of Business 2007 — 2008
Master of Science, Investment Management
Stuart Asher Tanenbaum Stuart Asher Tanenbaum's Smith Barney Experience June 2007 - August 2007
Job
Industry Law Practice
Experience
Philip L. Kamaras, Esq. May 2010 - August 2010
John McCain 2008 August 2008 - November 2008
Smith Barney June 2007 - August 2007
The Asylum June 2006 - August 2006
Skills
Community Outreach, Management, Politics, Legal Research, Research
Education
Seton Hall University School of Law 2009 — 2012
Doctor of Law (J.D.)
Brandeis University 2005 — 2008
Bachelor of Arts (B.A.), Majors in Islamic and Middle Eastern Studies and History, and minor in Business
Philip L. Kamaras, Esq. May 2010 - August 2010
John McCain 2008 August 2008 - November 2008
Smith Barney June 2007 - August 2007
The Asylum June 2006 - August 2006
Skills
Community Outreach, Management, Politics, Legal Research, Research
Education
Seton Hall University School of Law 2009 — 2012
Doctor of Law (J.D.)
Brandeis University 2005 — 2008
Bachelor of Arts (B.A.), Majors in Islamic and Middle Eastern Studies and History, and minor in Business
Caitlin Johnson Caitlin Johnson's Smith Barney Experience January 2009 - May 2009
Job Benefits Consultant at Hays Companies
Industry Insurance
Experience
Hays Companies January 2015 - Present
Hays Companies January 2014 - December 2014
Hays Companies October 2012 - December 2013
Unum March 2011 - September 2012
Allstate May 2009 - March 2011
Smith Barney January 2009 - May 2009
Strategic Marketing September 2008 - December 2008
Skills
Insurance, Employee Benefits
Education
Bethel University 2013 — 2015
Master of Business Administration (MBA)
Palm Beach Atlantic University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Hays Companies January 2015 - Present
Hays Companies January 2014 - December 2014
Hays Companies October 2012 - December 2013
Unum March 2011 - September 2012
Allstate May 2009 - March 2011
Smith Barney January 2009 - May 2009
Strategic Marketing September 2008 - December 2008
Skills
Insurance, Employee Benefits
Education
Bethel University 2013 — 2015
Master of Business Administration (MBA)
Palm Beach Atlantic University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Tim Dunton Tim Dunton's Smith Barney Experience 1985 - 1987
Job Owner at TreadmillWorld.com
Industry Venture Capital & Private Equity
Experience
Treadmill-World.com October 2008 - Present
Cairoli Properties 2003 - Present
Self-Employed 1991 - Present
Webster's Power Wash Co. March 2003 - March 2005
KPMG Peat Marwick 1987 - 1991
Chase Manhattan Bank 1985 - 1987
Smith Barney 1985 - 1987
Skills
Venture Capital, Valuation, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Real Estate, Investments, Start-ups, Strategy, Selling, Management, Equities, Finance, Mergers & Acquisitions, Small Business, Tax, Restructuring, Acquisitions, Investment Banking, Financial Modeling, Contract Negotiation, Financial Analysis, Business Development, Asset Management, Strategic Partnerships, Corporate Development, Private Equity, New Business Development, Strategic Financial..., Strategic Planning, E-commerce, Mobile Devices, Corporate Law, Portfolio Management, Business Planning, Management Consulting, Securities, CRM, Executive Management, Commercial Real Estate, Corporate Finance, Joint Ventures, IPO, Funding, Strategic Consulting, Business Valuation, Business, International Business, Real Estate Economics
Education
Boston College Law School
JD
New York University
BA, Philosophy
Treadmill-World.com October 2008 - Present
Cairoli Properties 2003 - Present
Self-Employed 1991 - Present
Webster's Power Wash Co. March 2003 - March 2005
KPMG Peat Marwick 1987 - 1991
Chase Manhattan Bank 1985 - 1987
Smith Barney 1985 - 1987
Skills
Venture Capital, Valuation, Mergers, Business Strategy, Due Diligence, Entrepreneurship, Real Estate, Investments, Start-ups, Strategy, Selling, Management, Equities, Finance, Mergers & Acquisitions, Small Business, Tax, Restructuring, Acquisitions, Investment Banking, Financial Modeling, Contract Negotiation, Financial Analysis, Business Development, Asset Management, Strategic Partnerships, Corporate Development, Private Equity, New Business Development, Strategic Financial..., Strategic Planning, E-commerce, Mobile Devices, Corporate Law, Portfolio Management, Business Planning, Management Consulting, Securities, CRM, Executive Management, Commercial Real Estate, Corporate Finance, Joint Ventures, IPO, Funding, Strategic Consulting, Business Valuation, Business, International Business, Real Estate Economics
Education
Boston College Law School
JD
New York University
BA, Philosophy
Ian Forman, MBA Ian Forman, MBA's Smith Barney Experience 2007 - 2007
Job Sales and Distribution at Baron Capital MBA Candidate 2015
Industry Financial Services
Experience
Baron Capital Group, Inc. November 2014 - Present
JPMorgan Chase November 2009 - December 2014
Smith Barney 2007 - 2007
Skills
Financial Analysis, Equities, Risk Management, Sales, Asset Management, Microsoft Office, Teamwork, Mutual Funds, Relationship Management, Banking, Finance, Credit, Loans, Investments
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
SUNY at Buffalo 2005 — 2009
Bachelor of Science (BS), Finance
New York University SCPS 2012 — 2013
Fixed Income
International College of Management in Sydney 2008 — 2008
Business Administration and Management, General
Baron Capital Group, Inc. November 2014 - Present
JPMorgan Chase November 2009 - December 2014
Smith Barney 2007 - 2007
Skills
Financial Analysis, Equities, Risk Management, Sales, Asset Management, Microsoft Office, Teamwork, Mutual Funds, Relationship Management, Banking, Finance, Credit, Loans, Investments
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
SUNY at Buffalo 2005 — 2009
Bachelor of Science (BS), Finance
New York University SCPS 2012 — 2013
Fixed Income
International College of Management in Sydney 2008 — 2008
Business Administration and Management, General
Craig Harasimowicz Craig Harasimowicz's Smith Barney Experience June 2007 - August 2007
Job Associate at Moore & Van Allen, PLLC
Industry Law Practice
Experience
Moore & Van Allen, PLLC September 2014 - Present
North Carolina Business Court July 2013 - August 2013
Moore & Van Allen, PLLC May 2013 - June 2013
Mintz Levin Financial Advisors, LLC February 2010 - June 2011
Mintz Levin Financial Advisors, LLC May 2008 - January 2010
Smith Barney June 2007 - August 2007
Skills
Estate Planning, Investments, Wealth Management, Strategic Financial..., Equities, Legal Research, Legal Writing, Westlaw, Risk Management, Analysis, Lexis
Education
Wake Forest University School of Law 2011 — 2014
Juris Doctor (J.D.), Cum Laude
Davidson College 2005 — 2008
B.A., Political Science
Boston College 2004 — 2005
Moore & Van Allen, PLLC September 2014 - Present
North Carolina Business Court July 2013 - August 2013
Moore & Van Allen, PLLC May 2013 - June 2013
Mintz Levin Financial Advisors, LLC February 2010 - June 2011
Mintz Levin Financial Advisors, LLC May 2008 - January 2010
Smith Barney June 2007 - August 2007
Skills
Estate Planning, Investments, Wealth Management, Strategic Financial..., Equities, Legal Research, Legal Writing, Westlaw, Risk Management, Analysis, Lexis
Education
Wake Forest University School of Law 2011 — 2014
Juris Doctor (J.D.), Cum Laude
Davidson College 2005 — 2008
B.A., Political Science
Boston College 2004 — 2005
Bob Borkowski's Smith Barney Experience 1999 - 2004
Job Vice President, Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
Janney Montgomery Scott October 2013 - Present
Merrill Lynch November 2004 - October 2013
Southington Northern Little League September 2011 - September 2013
Smith Barney 1999 - 2004
Tucker Anthony 1994 - 1999
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Investments, Retirement Planning, Retirement, Equities, Asset Managment, Portfolio Management, Fixed Income, Securities, Strategic Financial..., Hedge Funds, 401k, Insurance, Investment Management, Investment Advisory, Investment Strategies, Series 65, Loans, Mortgage Lending, Finance, Financial Services, Financial Advisory
Education
Boston College 1989 — 1993
BS, Finance, Operations & Strategic Management
Peter Ashby, CFP® Peter Ashby, CFP®'s Smith Barney Experience February 2007 - March 2009
Job CFP®, Founder at Adams Ashby Financial Advisors
Industry Financial Services
Experience
Adams Ashby Financial Advisors April 2009 - Present
Smith Barney February 2007 - March 2009
Automatic Data Processing 2005 - 2007
Skills
Insurance, Retirement, Retirement Planning, 401k, Strategic Financial..., Wealth Management, Series 7, Financial Advisory, Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Disability Insurance, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Chico 1999 — 2004
Bachelor of Arts (B.A.), History
Boston University 2010 — 2011
Certificate, Financial Planning
Adams Ashby Financial Advisors April 2009 - Present
Smith Barney February 2007 - March 2009
Automatic Data Processing 2005 - 2007
Skills
Insurance, Retirement, Retirement Planning, 401k, Strategic Financial..., Wealth Management, Series 7, Financial Advisory, Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Disability Insurance, Asset Allocation, Portfolio Management, Financial Services
Education
California State University-Chico 1999 — 2004
Bachelor of Arts (B.A.), History
Boston University 2010 — 2011
Certificate, Financial Planning
Lev Brickman's Smith Barney Experience 2003 - 2009
Job Financial Advisor/Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney 2003 - 2009
Prudential Financial 1998 - 2003
Lev Brickman, Clinical Social Worker 1994 - 1998
Education
Boston University 1991 — 1993
Master of Social Work (M.S.W.)
Gordon College 1987 — 1991
Bachelor of Science (B.S.), Psychology
Ameriprise Financial Services, Inc. March 2009 - Present
Smith Barney 2003 - 2009
Prudential Financial 1998 - 2003
Lev Brickman, Clinical Social Worker 1994 - 1998
Education
Boston University 1991 — 1993
Master of Social Work (M.S.W.)
Gordon College 1987 — 1991
Bachelor of Science (B.S.), Psychology
Kristen Zachrich Kristen Zachrich's Smith Barney Experience September 2004 - December 2004
Job Analyst, Population Health at ProMedica
Industry Hospital & Health Care
Experience
ProMedica June 2014 - Present
Toledo Lucas County Homelessness Board November 2013 - June 2014
Toledo Lucas County Homelessness Board March 2013 - October 2013
Assetware Inc November 2012 - March 2013
InfoStream Solutions January 2013 - 2013
Ruralogic, Inc. April 2011 - November 2012
Harbor Capital Advisors September 2005 - July 2010
Harbor Capital Advisors January 2005 - April 2005
Smith Barney September 2004 - December 2004
Skills
Microsoft Office, Access, Microsoft Excel, Visio, Crystal Reports, Visual Studio, Business Objects, Management, Sage, HTML, Software Documentation, JavaScript, SQL, WordPress, PSD to Wordpress, Opencart, SAP Business Objects, Microsoft Visio, Trillium, Websense, Thomson Vestek FREND, FactSet Portfolio..., Zephyr Style Advisor, Pragmatech - Proposal..., SalesLogix CRM, BaseCamp, QlikView, SharePoint, Business Analysis, Basecamp, Databases, Analysis
Education
Northwest State Community College 2010 — 2011
Database Programming Certificate
Bowling Green State University 2002 — 2005
BS in Business Administration, Finance
Ayersville High School
ProMedica June 2014 - Present
Toledo Lucas County Homelessness Board November 2013 - June 2014
Toledo Lucas County Homelessness Board March 2013 - October 2013
Assetware Inc November 2012 - March 2013
InfoStream Solutions January 2013 - 2013
Ruralogic, Inc. April 2011 - November 2012
Harbor Capital Advisors September 2005 - July 2010
Harbor Capital Advisors January 2005 - April 2005
Smith Barney September 2004 - December 2004
Skills
Microsoft Office, Access, Microsoft Excel, Visio, Crystal Reports, Visual Studio, Business Objects, Management, Sage, HTML, Software Documentation, JavaScript, SQL, WordPress, PSD to Wordpress, Opencart, SAP Business Objects, Microsoft Visio, Trillium, Websense, Thomson Vestek FREND, FactSet Portfolio..., Zephyr Style Advisor, Pragmatech - Proposal..., SalesLogix CRM, BaseCamp, QlikView, SharePoint, Business Analysis, Basecamp, Databases, Analysis
Education
Northwest State Community College 2010 — 2011
Database Programming Certificate
Bowling Green State University 2002 — 2005
BS in Business Administration, Finance
Ayersville High School
Douglas Willig Douglas Willig's Smith Barney Experience September 2005 - September 2006
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
Wellington Management March 2015 - Present
Wellington Management June 2013 - February 2015
Merrill Lynch September 2006 - October 2011
Smith Barney September 2005 - September 2006
Skills
Personal Financial..., Investments, Asset Allocation, Securities, Financial Services, Bloomberg, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Investment Management
Boston University 2002 — 2006
Bachelor of Arts, International Relations
Avon Old Farms 1999 — 2002
Jeremy Cote, CFA Jeremy Cote, CFA's Smith Barney Experience January 1995 - April 1995
Job Equity Analyst at Trillium Asset Management | Global TMT Sectors | Fundamental Research & Portfolio Management Expertise
Industry Investment Management
Experience
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Trillium Asset Management May 2014 - Present
FM Global March 2008 - April 2014
FM Global November 2004 - March 2008
Baring Asset Management March 2001 - July 2003
Baring Asset Management September 2000 - February 2001
Baring Asset Management January 2000 - August 2000
Atlantic Trust Company (Formerly Pell Rudman Trust Company) October 1997 - December 1999
State Street Corporation September 1996 - September 1998
Smith Barney January 1995 - April 1995
Skills
Equities, Financial Modeling, Competitive Analysis, Equity Research, Portfolio Management, Valuation, Asset Allocation, Bloomberg, Financial Analysis, Financial Statement..., Risk Management, Factset, Equity Valuation, Quantitative Analytics, Economics, Investments, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Business Administration (MBA), Specialization: Asset Management
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2009
Master of Science in Finance (MSF)
Plymouth State University 1990 — 1996
Bachelor of Science (BS), Applied Economics
Scott Masse's Smith Barney Experience October 1996 - October 1998
Job Owner, MASS eInsurance Agency
Industry Financial Services
Experience
MASS e-Insurance Agency January 2014 - Present
Horace Mann June 2009 - January 2013
Dynamic Natural Resources July 2007 - October 2008
Masse Wealth Management June 2001 - June 2007
Legg Mason October 1998 - June 2001
Smith Barney October 1996 - October 1998
Skills
SEO, Sales, Sales Management, Property & Casualty..., Life Insurance, Commercial Insurance, Oil & Gas Industry, Restaurants, Financial Markets, Financial Services, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Insurance, Wealth Management, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, IRAs, Term Life Insurance, Long-term Care, Series 63, 401k
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken 1988 — 1992
MASS e-Insurance Agency January 2014 - Present
Horace Mann June 2009 - January 2013
Dynamic Natural Resources July 2007 - October 2008
Masse Wealth Management June 2001 - June 2007
Legg Mason October 1998 - June 2001
Smith Barney October 1996 - October 1998
Skills
SEO, Sales, Sales Management, Property & Casualty..., Life Insurance, Commercial Insurance, Oil & Gas Industry, Restaurants, Financial Markets, Financial Services, Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Finance, Insurance, Wealth Management, Fixed Annuities, Retirement, Disability Insurance, Retirement Planning, IRAs, Term Life Insurance, Long-term Care, Series 63, 401k
Education
Boston College 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Bishop Hendricken 1988 — 1992
Dina DeHart's Smith Barney Experience 2003 - 2003
Job Marketing Manager at Coty Beauty
Industry Cosmetics
Experience
Coty Beauty January 2013 - Present
Coty Beauty February 2011 - December 2012
Rimmel Cosmetics at Coty Beauty September 2010 - February 2011
CEMEX September 2007 - January 2010
CEMEX July 2006 - September 2007
Smith Barney 2003 - 2003
Skills
Business Development, Strategic Planning, Leadership, Brand Management, Analysis, Market Research, Fragrance, Personal Care, Marketing Strategy, Cross-functional Team..., Marketing Management, Competitive Analysis, International Marketing, Market Planning, Spanish, Marketing, Consumer Products, Strategy
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance and Entrepreneurship
Vladimir Nazor
Coty Beauty January 2013 - Present
Coty Beauty February 2011 - December 2012
Rimmel Cosmetics at Coty Beauty September 2010 - February 2011
CEMEX September 2007 - January 2010
CEMEX July 2006 - September 2007
Smith Barney 2003 - 2003
Skills
Business Development, Strategic Planning, Leadership, Brand Management, Analysis, Market Research, Fragrance, Personal Care, Marketing Strategy, Cross-functional Team..., Marketing Management, Competitive Analysis, International Marketing, Market Planning, Spanish, Marketing, Consumer Products, Strategy
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance and Entrepreneurship
Vladimir Nazor
Brian Kenny's Smith Barney Experience 2000 - 2004
Job Project Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Albridge, an Affiliate of Pershing August 2012 - Present
UBS Wealth Management January 2012 - June 2012
Bank of America Merrill Lynch November 2010 - August 2011
Fidelity Investments June 2007 - May 2010
Fidelity Investments May 2004 - June 2007
Smith Barney, Division of Citigroup March 2000 - May 2004
Smith Barney 2000 - 2004
Skills
pmi, PMO, PMBOK, MS Project, Project Planning, Project Implementation, Software Project..., Project Delivery, Team Leadership, Team Management, Cross-functional Team..., Team Building, Project Portfolio..., Vendor Management, Resource Management, SDLC, Account Management, Restricted Stock, Application Development, Remediation, Web Applications, Quality Assurance, Software Development, Management
Education
Boston University
BS, Management Studies, Business Management
Hudson Catholic
Kalyan Kakati Kalyan Kakati's Smith Barney Experience 1995 - 1996
Job Senior VP Citigroup Market Risk
Industry Financial Services
Experience
Citi September 2014 - Present
Lincoln Financial Group November 2012 - March 2014
Nomura Securities June 2009 - November 2012
iTradeBonds.com November 2008 - August 2009
Barclays Capital January 2005 - December 2008
BNP Paribas 2004 - 2005
J.P. Morgan 1996 - 2002
Smith Barney 1995 - 1996
AT&T Bell Labs 1989 - 1995
Skills
Electronic Trading, Emerging Markets, Derivatives, Trading, Quantitative Analytics, Reference Data, Loans, Summit, Syndications, Intex, Batch Processing, Trace, Fixed Income, Market Risk, Investment Banking, Structured Products, Risk Management, Capital Markets, Equities, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Stevens Institute of Technology 1987 — 1989
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1982 — 1986
B.E (Hons), Electrical & Electronics Engineering
Cotton College 1979 — 1982
Pre University, Science
Citi September 2014 - Present
Lincoln Financial Group November 2012 - March 2014
Nomura Securities June 2009 - November 2012
iTradeBonds.com November 2008 - August 2009
Barclays Capital January 2005 - December 2008
BNP Paribas 2004 - 2005
J.P. Morgan 1996 - 2002
Smith Barney 1995 - 1996
AT&T Bell Labs 1989 - 1995
Skills
Electronic Trading, Emerging Markets, Derivatives, Trading, Quantitative Analytics, Reference Data, Loans, Summit, Syndications, Intex, Batch Processing, Trace, Fixed Income, Market Risk, Investment Banking, Structured Products, Risk Management, Capital Markets, Equities, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Stevens Institute of Technology 1987 — 1989
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1982 — 1986
B.E (Hons), Electrical & Electronics Engineering
Cotton College 1979 — 1982
Pre University, Science
Reagan Bissonnette's Smith Barney Experience 2004 - 2007
Job Director of Easement Stewardship at the Society for the Protection of New Hampshire Forests
Industry Environmental Services
Experience
Society for the Protection of New Hampshire Forests 2014 - Present
Ropes & Gray LLP 2011 - 2013
Center for Women & Enterprise 2010 - 2011
Ropes & Gray LLP 2009 - 2009
Dain, Torpy, Le Ray, Wiest & Garner, P.C. 2008 - 2008
Smith Barney 2004 - 2007
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Strategy, Management Consulting, Management, Project Management, Knowledge Management, Best Practices, Non-profit..., Sustainability, Environmental Awareness, Land Conservation
Education
Boston College Law School 2007 — 2010
Juris Doctor (J.D.)
Washington University in St. Louis 1999 — 2003
Bachelor's Degree
Society for the Protection of New Hampshire Forests 2014 - Present
Ropes & Gray LLP 2011 - 2013
Center for Women & Enterprise 2010 - 2011
Ropes & Gray LLP 2009 - 2009
Dain, Torpy, Le Ray, Wiest & Garner, P.C. 2008 - 2008
Smith Barney 2004 - 2007
Skills
Corporate Law, Mergers & Acquisitions, Corporate Governance, Strategy, Management Consulting, Management, Project Management, Knowledge Management, Best Practices, Non-profit..., Sustainability, Environmental Awareness, Land Conservation
Education
Boston College Law School 2007 — 2010
Juris Doctor (J.D.)
Washington University in St. Louis 1999 — 2003
Bachelor's Degree
Adam Hickey Adam Hickey's Smith Barney Experience January 2006 - August 2006
Job Private Client Specialist
Industry Financial Services
Experience
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
Rich DiLando's Smith Barney Experience May 2008 - August 2008
Job Global Product Marketing ManagerClassics and Basketball Footwear at Reebok; Boston College MBA
Industry Marketing and Advertising
Experience
Reebok January 2014 - Present
Reebok August 2011 - December 2013
Adidas Group April 2010 - August 2011
Reebok January 2010 - April 2010
Boston Beer Company July 2009 - October 2009
Reebok December 2008 - May 2009
Blue Sky Sports and Entertainment September 2008 - December 2008
Smith Barney May 2008 - August 2008
Reebok January 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Product Marketing, Marketing Strategy, Advertising, Marketing, Event Planning, Branding Initiatives, Footwear, Product Management, Strategic Consulting, Project Management, Strategy, Product Lifecycle..., Business Strategy, Business Analysis, Distribution Strategies, Customer Segmentation..., Strategic Planning, Social Media Marketing, Social Media, Sales, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Marketing, Business Law
Central Catholic High School 2001 — 2005
Reebok January 2014 - Present
Reebok August 2011 - December 2013
Adidas Group April 2010 - August 2011
Reebok January 2010 - April 2010
Boston Beer Company July 2009 - October 2009
Reebok December 2008 - May 2009
Blue Sky Sports and Entertainment September 2008 - December 2008
Smith Barney May 2008 - August 2008
Reebok January 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Product Marketing, Marketing Strategy, Advertising, Marketing, Event Planning, Branding Initiatives, Footwear, Product Management, Strategic Consulting, Project Management, Strategy, Product Lifecycle..., Business Strategy, Business Analysis, Distribution Strategies, Customer Segmentation..., Strategic Planning, Social Media Marketing, Social Media, Sales, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2013
MBA
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance, Marketing, Business Law
Central Catholic High School 2001 — 2005
Chip Rewey Chip Rewey's Smith Barney Experience June 1994 - August 1995
Job Portfolio Manager at Third Avenue Management
Industry Investment Management
Experience
Third Avenue Management June 2014 - Present
Cramer Rosenthal McGlynn January 2003 - December 2013
Sloate Weisman Murray and Co., LLC. August 1995 - January 2003
Smith Barney June 1994 - August 1995
Associates First Capital Corp. 1990 - 1992
Skills
Portfolio Management, Alternative Investments, Equity Research, Investment Management, Hedge Funds, Bloomberg, Investment Strategies, Equity Valuation, Chartered Financial..., Equities, Fixed Income, Mutual Funds, Asset Management, CFA, Asset Allocation, Investment Advisory, Risk Management, Manage Client..., Client Development, Concentrated Stock..., Family Office, CIOs, Chief Investment Officer
Education
Duke University - Fuqua School of Business 1992 — 1994
MBA, Finance
Boston College - Carroll School of Management 1986 — 1990
BS, Finance
Third Avenue Management June 2014 - Present
Cramer Rosenthal McGlynn January 2003 - December 2013
Sloate Weisman Murray and Co., LLC. August 1995 - January 2003
Smith Barney June 1994 - August 1995
Associates First Capital Corp. 1990 - 1992
Skills
Portfolio Management, Alternative Investments, Equity Research, Investment Management, Hedge Funds, Bloomberg, Investment Strategies, Equity Valuation, Chartered Financial..., Equities, Fixed Income, Mutual Funds, Asset Management, CFA, Asset Allocation, Investment Advisory, Risk Management, Manage Client..., Client Development, Concentrated Stock..., Family Office, CIOs, Chief Investment Officer
Education
Duke University - Fuqua School of Business 1992 — 1994
MBA, Finance
Boston College - Carroll School of Management 1986 — 1990
BS, Finance
Derrik Jarvis's Smith Barney Experience April 1998 - September 1998
Job Business BrokerVentures at World Business Lenders, LLC
Industry Financial Services
Experience
World Business Lenders, LLC February 2015 - Present
Merchant Solutions Group February 2013 - February 2015
Advantedge Corporation August 2012 - February 2013
JPMorgan Chase November 2009 - March 2011
Paget Construction December 2008 - January 2010
Century 21 Real Estate September 2005 - September 2009
Lowe's Home Improvement January 2007 - December 2008
Macy's Department Store May 2001 - January 2002
University of Bridgeport December 1998 - October 2000
Smith Barney April 1998 - September 1998
Skills
Budgets, Selling, Training, Time Management, Managerial Finance, Sales, Real Estate, Marketing, Negotiation, Strategic Planning, Customer Service, Investment Properties, Marketing Strategy, Team Building, New Business Development, Sales Management, Risk Management, Entrepreneurship, Competitive Analysis, Process Improvement, Executive Management, Team Management, Recruiting, Banking, Leadership Development, Customer Retention, B2B, Business Strategy, Financial Analysis, Finance, Team Leadership, Business Development, Account Management, Contract Negotiation, Small Business, Business Planning, Direct Sales, Strategy, Start-ups, CRM, Coaching, Market Research, Analysis, Social Networking, Sales Operations, Operations Management, Insurance, Credit, Cold Calling, Sales Process
Education
City University of New York-Brooklyn College 2014 — 2015
MBA, International Business
City University of New York-Brooklyn College 2005 — 2008
BACHELORS, Internationanl business/Business management and Finance
Queens School of Real Estate 2005 — 2005
Licensed, Real Estate
Borough of Manhattan Community College 2001 — 2003
Associates, Business Management
University of Bridgeport 1998 — 2001
Bachelors, BIOLOGY
World Business Lenders, LLC February 2015 - Present
Merchant Solutions Group February 2013 - February 2015
Advantedge Corporation August 2012 - February 2013
JPMorgan Chase November 2009 - March 2011
Paget Construction December 2008 - January 2010
Century 21 Real Estate September 2005 - September 2009
Lowe's Home Improvement January 2007 - December 2008
Macy's Department Store May 2001 - January 2002
University of Bridgeport December 1998 - October 2000
Smith Barney April 1998 - September 1998
Skills
Budgets, Selling, Training, Time Management, Managerial Finance, Sales, Real Estate, Marketing, Negotiation, Strategic Planning, Customer Service, Investment Properties, Marketing Strategy, Team Building, New Business Development, Sales Management, Risk Management, Entrepreneurship, Competitive Analysis, Process Improvement, Executive Management, Team Management, Recruiting, Banking, Leadership Development, Customer Retention, B2B, Business Strategy, Financial Analysis, Finance, Team Leadership, Business Development, Account Management, Contract Negotiation, Small Business, Business Planning, Direct Sales, Strategy, Start-ups, CRM, Coaching, Market Research, Analysis, Social Networking, Sales Operations, Operations Management, Insurance, Credit, Cold Calling, Sales Process
Education
City University of New York-Brooklyn College 2014 — 2015
MBA, International Business
City University of New York-Brooklyn College 2005 — 2008
BACHELORS, Internationanl business/Business management and Finance
Queens School of Real Estate 2005 — 2005
Licensed, Real Estate
Borough of Manhattan Community College 2001 — 2003
Associates, Business Management
University of Bridgeport 1998 — 2001
Bachelors, BIOLOGY
George W.C. Murphy's Smith Barney Experience October 1999 - May 2009
Job Vice President Investments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Smith Barney October 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Investments, Alternative Investments
Education
Boston College 1972 — 1976
B.A., Political Science Cum Laude
Wells Fargo Advisors May 2009 - Present
Smith Barney October 1999 - May 2009
Skills
Retirement Planning, Asset Allocation, Investments, Alternative Investments
Education
Boston College 1972 — 1976
B.A., Political Science Cum Laude
Christian Korsnack Christian Korsnack's Smith Barney Experience January 2004 - May 2004
Job Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP February 2007 - Present
HCR ManorCare June 2004 - January 2007
Smith Barney January 2004 - May 2004
Skills
Revenue Recognition, SEC, Financial Reporting, Financial Analysis, 10K/10Q, Software, Lease Accounting
Education
Bowling Green State University 2002 — 2006
B.S., Accounting and Finance
Bowling Green High School
Moss Adams LLP February 2007 - Present
HCR ManorCare June 2004 - January 2007
Smith Barney January 2004 - May 2004
Skills
Revenue Recognition, SEC, Financial Reporting, Financial Analysis, 10K/10Q, Software, Lease Accounting
Education
Bowling Green State University 2002 — 2006
B.S., Accounting and Finance
Bowling Green High School
Jason Symond's Smith Barney Experience June 1993 - December 2008
Job First Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Smith Barney June 1993 - December 2008
Smith Barney June 1993 - December 2008
Education
Boston College 1989 — 1993
MS, Economics
Melrose High School 1987 — 1989
UBS Financial Services Inc. December 2008 - Present
Smith Barney June 1993 - December 2008
Smith Barney June 1993 - December 2008
Education
Boston College 1989 — 1993
MS, Economics
Melrose High School 1987 — 1989
Richard Maisto Richard Maisto's Smith Barney Experience 1990 - 1996
Job Founding Partner at Morpheus Capital Advisors
Industry Financial Services
Experience
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Medical Tactile, Inc. May 2015 - Present
Acousys Biodevices Inc April 2012 - Present
Morpheus Capital Advisors September 2002 - Present
BT Alex Brown 1996 - 2001
Smith Barney 1990 - 1996
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Mergers, Debt, Investment Banking, Restructuring, Equities, Capital, Credit, Valuation, Corporate Finance, Financial Modeling, Venture Capital, Financial Analysis, Due Diligence, Start-ups, Strategic Planning, LBO, Business Strategy, Leveraged Finance, Negotiation, Bankruptcy, IPO, Recapitalizations, Private Placements, Business Planning, Business Valuation, Capital Markets, Corporate Development, Structured Finance, Alternative Investments
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance, Financial Markets
Boston College
BS, Finance, English
Stephen R. Barbera's Smith Barney Experience August 2000 - January 2007
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. January 2007 - Present
Smith Barney August 2000 - January 2007
Trinchero Family Estates June 1993 - August 2000
E & J Gallo Winery December 1990 - June 1993
Bear Stearns September 1989 - April 1990
Education
Boston College 1986 — 1990
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS - FInance
Iona Preparatory High School 1982 — 1986
UBS Financial Services Inc. January 2007 - Present
Smith Barney August 2000 - January 2007
Trinchero Family Estates June 1993 - August 2000
E & J Gallo Winery December 1990 - June 1993
Bear Stearns September 1989 - April 1990
Education
Boston College 1986 — 1990
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS - FInance
Iona Preparatory High School 1982 — 1986
Thomas J. Roberts Thomas J. Roberts's Smith Barney Experience January 2001 - December 2005
Job Principal, Pinnacle Advisor Group, Inc.
Industry Investment Management
Experience
Pinnacle Advisor Group, Inc. January 2006 - Present
Smith Barney January 2001 - December 2005
Fastnet Corporation January 2000 - October 2000
Binney & Smith April 1989 - January 2000
PepsiAmericas April 1984 - March 1989
Richardson-Vicks, Inc. January 1982 - March 1984
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Bloomsburg University of Pennsylvania 1977 — 1981
BA, Communications and Marketing
Pinnacle Advisor Group, Inc. January 2006 - Present
Smith Barney January 2001 - December 2005
Fastnet Corporation January 2000 - October 2000
Binney & Smith April 1989 - January 2000
PepsiAmericas April 1984 - March 1989
Richardson-Vicks, Inc. January 1982 - March 1984
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Bloomsburg University of Pennsylvania 1977 — 1981
BA, Communications and Marketing
Steve Henningson, CIMA Steve Henningson, CIMA's Smith Barney Experience May 1984 - August 2004
Job Principal at Concierge Wealth Management Group
Industry Investment Management
Experience
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Mark Meyerowitz's Smith Barney Experience January 1997 - April 1999
Job Meyerowitz Investment Management, RIA
Industry Financial Services
Experience
Meyerowitz Investment Management January 2003 - Present
Edward Jones June 2000 - January 2003
Simply Delicious Bake Shop May 1999 - May 2000
Smith Barney January 1997 - April 1999
Meyerowitz Furs June 1977 - September 1996
Skills
Fundraising, Social Media, Public Speaking, Public Relations, Strategic Planning, Community Outreach, Strategic Communications, Business Development, Customer Service, Government, Policy Analysis, Social Media Marketing, Politics, Event Management, Management, Public Policy, Nonprofits, Event Planning, Team Building, Marketing Communications, Leadership, Media Relations, Entrepreneurship, Social Networking, Research, International Relations, Policy, Leadership Development, Strategy, Finance, Analysis, Investments, Budgets, Small Business, Financial Services, Retail, Account Management, Training, Marketing, Start-ups, Business Strategy, Marketing Strategy, Business Planning
Education
New York University, School of Continuing and Professional Studies 2013 — 2015
Certificate, Art Appraisal
Brandeis University 1975 — 1977
Political Science and Government
Meyerowitz Investment Management January 2003 - Present
Edward Jones June 2000 - January 2003
Simply Delicious Bake Shop May 1999 - May 2000
Smith Barney January 1997 - April 1999
Meyerowitz Furs June 1977 - September 1996
Skills
Fundraising, Social Media, Public Speaking, Public Relations, Strategic Planning, Community Outreach, Strategic Communications, Business Development, Customer Service, Government, Policy Analysis, Social Media Marketing, Politics, Event Management, Management, Public Policy, Nonprofits, Event Planning, Team Building, Marketing Communications, Leadership, Media Relations, Entrepreneurship, Social Networking, Research, International Relations, Policy, Leadership Development, Strategy, Finance, Analysis, Investments, Budgets, Small Business, Financial Services, Retail, Account Management, Training, Marketing, Start-ups, Business Strategy, Marketing Strategy, Business Planning
Education
New York University, School of Continuing and Professional Studies 2013 — 2015
Certificate, Art Appraisal
Brandeis University 1975 — 1977
Political Science and Government
Edwin Xiao, LEED AP,CMIT's Smith Barney Experience 2004 - 2004
Job Construction
Industry Real Estate
Experience
United Development& Construction Group July 2010 - Present
Habitat for Humanity - New York City September 2009 - March 2010
New York City Economic Development Corporation September 2008 - December 2009
NYC Dept. of Housing Preservation and Development March 2009 - September 2009
GFI Capital September 2008 - March 2009
NFI (National Freight Industries) Real Estate September 2007 - June 2008
Grubb and Ellis September 2006 - December 2006
Bank of America 2005 - 2005
Smith Barney 2004 - 2004
takeoutMARKETING 1999 - 2000
Skills
Construction Management, Real Estate Finance, Real Estate Development, General Construction, Carpentry, Management Consulting, Real Estate Economics, Construction, Negotiation, Leases
Education
Columbia University in the City of New York 2009 — 2011
MS, Construction Administration
New York University 2008 — 2010
M.S., Construction Management
University of Southern California - Marshall School of Business 2009 — 2009
Ross Certificate, Real Estate Development
Boston College
B.S., Finance/Economics/Management
Holmdel High School
Laguardia Community College
Certificate, Carpentry
United Development& Construction Group July 2010 - Present
Habitat for Humanity - New York City September 2009 - March 2010
New York City Economic Development Corporation September 2008 - December 2009
NYC Dept. of Housing Preservation and Development March 2009 - September 2009
GFI Capital September 2008 - March 2009
NFI (National Freight Industries) Real Estate September 2007 - June 2008
Grubb and Ellis September 2006 - December 2006
Bank of America 2005 - 2005
Smith Barney 2004 - 2004
takeoutMARKETING 1999 - 2000
Skills
Construction Management, Real Estate Finance, Real Estate Development, General Construction, Carpentry, Management Consulting, Real Estate Economics, Construction, Negotiation, Leases
Education
Columbia University in the City of New York 2009 — 2011
MS, Construction Administration
New York University 2008 — 2010
M.S., Construction Management
University of Southern California - Marshall School of Business 2009 — 2009
Ross Certificate, Real Estate Development
Boston College
B.S., Finance/Economics/Management
Holmdel High School
Laguardia Community College
Certificate, Carpentry
Ashley Eaves's Smith Barney Experience August 2008 - December 2008
Job Treasury Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. August 2014 - Present
Federal Reserve Bank of Boston May 2012 - August 2014
Federal Reserve Bank of Boston June 2010 - May 2012
State Street February 2010 - May 2010
Federal Reserve Bank of Boston January 2009 - March 2010
Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Process Improvement, Hedge Funds
Education
Boston College - Carroll School of Management 2011 — 2015
Masters in Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Master’s Degree, Masters of Science in Finance (MSF) Candidate
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Science in Business Administration BSBA, Finance
Santander Bank, N.A. August 2014 - Present
Federal Reserve Bank of Boston May 2012 - August 2014
Federal Reserve Bank of Boston June 2010 - May 2012
State Street February 2010 - May 2010
Federal Reserve Bank of Boston January 2009 - March 2010
Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Process Improvement, Hedge Funds
Education
Boston College - Carroll School of Management 2011 — 2015
Masters in Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2015
Master’s Degree, Masters of Science in Finance (MSF) Candidate
Suffolk University - Sawyer Business School 2006 — 2010
Bachelor of Science in Business Administration BSBA, Finance
Pamela Tishman's Smith Barney Experience January 1982 - January 1984
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker January 2002 - Present
Coldwell Banker Residential Brokerage 2002 - Present
Smith Barney January 1982 - January 1984
Garvin Bantel, Timothy J. Meyers January 1978 - January 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Investment Properties, Real Estate, Sales, Leadership, First Time Home Buyers, Relocation, Sellers, Photography, Condos, Townhomes, Team Building
Education
Boston University
Photojournalism
NYU 1978 — 1980
Economics Classes
Coldwell Banker January 2002 - Present
Coldwell Banker Residential Brokerage 2002 - Present
Smith Barney January 1982 - January 1984
Garvin Bantel, Timothy J. Meyers January 1978 - January 1981
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Investment Properties, Real Estate, Sales, Leadership, First Time Home Buyers, Relocation, Sellers, Photography, Condos, Townhomes, Team Building
Education
Boston University
Photojournalism
NYU 1978 — 1980
Economics Classes
David Finci's Smith Barney Experience 2000 - 2007
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
Merrill Lynch April 2014 - Present
Morgan Stanley 2007 - April 2014
Smith Barney 2000 - 2007
Citicorp 1990 - 1999
Skills
Fixed Income, Wealth Management, Retirement Planning, Portfolio Management, Investments, Alternative Investments, Hedge Funds, Asset Managment, Capital Markets, Investment Strategies, Financial Modeling
Education
Boston University - School of Management 1983 — 1987
Bachelor of Science (BS), Finance
BRIAN NOYES BRIAN NOYES's Smith Barney Experience August 2006 - March 2008
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
Brendon Luckain's Smith Barney Experience 2007 - 2007
Job Inflight Team Leader at JetBlue Airways
Industry Financial Services
Experience
JetBlue Airways April 2015 - Present
JetBlue Airways February 2012 - April 2015
Wells Fargo December 2010 - February 2012
Maxim Group July 2009 - December 2010
State Street June 2008 - June 2009
City Sports January 2004 - January 2009
Brandeis University September 2005 - May 2008
Smith Barney 2007 - 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Event Planning, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Data Analysis, Nonprofits, Access, Spanish, Analysis, Research
Education
Brandeis University 2005 — 2008
BA, Economics, Concentration in Theater Arts
JetBlue Airways April 2015 - Present
JetBlue Airways February 2012 - April 2015
Wells Fargo December 2010 - February 2012
Maxim Group July 2009 - December 2010
State Street June 2008 - June 2009
City Sports January 2004 - January 2009
Brandeis University September 2005 - May 2008
Smith Barney 2007 - 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Event Planning, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Data Analysis, Nonprofits, Access, Spanish, Analysis, Research
Education
Brandeis University 2005 — 2008
BA, Economics, Concentration in Theater Arts
Andrew Fuhrman's Smith Barney Experience 1999 - 2008
Job Vice President Investments at The Eisenberg Fuhrman Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Eisenberg Fuhrman Group of Wells Fargo Advisors, LLC 2008 - Present
Smith Barney 1999 - 2008
Skills
Financial Guidance, Asset Allocation, Portfolio..., Wealth Preservation, Estate Planning, Investments, Securities, Equities, Bonds, Financial Planning, Asset Management, Series 7, Retirement, Financial Advisory, Investment Advisory, Investment Strategies, Series 63, Fixed Annuities, Alternative Investments, Wealth, 401k
Education
Boston University
Bachelor of Science (BS), Business Administration
Nova Southeastern University
Master of Business Administration (M.B.A.)
The Eisenberg Fuhrman Group of Wells Fargo Advisors, LLC 2008 - Present
Smith Barney 1999 - 2008
Skills
Financial Guidance, Asset Allocation, Portfolio..., Wealth Preservation, Estate Planning, Investments, Securities, Equities, Bonds, Financial Planning, Asset Management, Series 7, Retirement, Financial Advisory, Investment Advisory, Investment Strategies, Series 63, Fixed Annuities, Alternative Investments, Wealth, 401k
Education
Boston University
Bachelor of Science (BS), Business Administration
Nova Southeastern University
Master of Business Administration (M.B.A.)
Chris Kirkinis's Smith Barney Experience May 2007 - August 2007
Job Tech Entrepreneur, Full Stack Developer, and Digital Media Creative
Industry Internet
Experience
Tech Startup February 2014 - Present
Freelance Video Production January 2011 - Present
Bedrocket Media Ventures April 2012 - February 2014
ADM Tronics Unlimited, Inc. November 2011 - February 2012
UBS January 2010 - 2010
Weill Cornell Medical College May 2007 - September 2007
Smith Barney May 2007 - August 2007
Morristown Memorial Hospital January 2004 - May 2004
Skills
Entrepreneurship, Product Management, Ruby on Rails, JavaScript, UX Design, Wire Framing, Lean Startup, Video, Photoshop, Graphic Design, Responsive Web Design, HTML5, CSS, Agile Methodologies, Data Analysis, Start-ups, Scrum, Ruby, PostgreSQL, SQL, Bootstrap, Video Production, Editing, Producing, After Effects, Premiere, Motion Graphics, Animation, Camera Operation, Adobe Creative Suite, Social Media, Marketing, Research, Social Media Marketing, Microsoft Excel, PowerPoint, DSLR, Troubleshooting, Statistics, Technology, Biotechnology, Solidworks, 3D Modeling
Education
General Assembly 2014 — 2014
Product Managment
Boston University 2004 — 2008
BA, Biology
Newark Academy 2000 — 2004
Tech Startup February 2014 - Present
Freelance Video Production January 2011 - Present
Bedrocket Media Ventures April 2012 - February 2014
ADM Tronics Unlimited, Inc. November 2011 - February 2012
UBS January 2010 - 2010
Weill Cornell Medical College May 2007 - September 2007
Smith Barney May 2007 - August 2007
Morristown Memorial Hospital January 2004 - May 2004
Skills
Entrepreneurship, Product Management, Ruby on Rails, JavaScript, UX Design, Wire Framing, Lean Startup, Video, Photoshop, Graphic Design, Responsive Web Design, HTML5, CSS, Agile Methodologies, Data Analysis, Start-ups, Scrum, Ruby, PostgreSQL, SQL, Bootstrap, Video Production, Editing, Producing, After Effects, Premiere, Motion Graphics, Animation, Camera Operation, Adobe Creative Suite, Social Media, Marketing, Research, Social Media Marketing, Microsoft Excel, PowerPoint, DSLR, Troubleshooting, Statistics, Technology, Biotechnology, Solidworks, 3D Modeling
Education
General Assembly 2014 — 2014
Product Managment
Boston University 2004 — 2008
BA, Biology
Newark Academy 2000 — 2004
Anthony Beryl's Smith Barney Experience July 1992 - September 1994
Job President at Beryl Investment Group, LLC
Industry Financial Services
Experience
Beryl Investment Group, LLC April 2007 - Present
The PRICE Futures Group, Inc. October 2002 - Present
Wachovia Securities/Wells Fargo December 2000 - June 2001
Prudential Financial September 1994 - December 2000
Smith Barney July 1992 - September 1994
Member of the New York Merc & the Coffee, Cocoa & Sugar Exchanges February 1985 - July 1992
EF Hutton July 1976 - February 1985
Sunshine Mining Co. May 1970 - July 1976
Rafkind & Co. July 1963 - May 1970
Education
Boston University
Bachelor of Science (BS), Operations Management and Finance
Great Neck South High School
Beryl Investment Group, LLC April 2007 - Present
The PRICE Futures Group, Inc. October 2002 - Present
Wachovia Securities/Wells Fargo December 2000 - June 2001
Prudential Financial September 1994 - December 2000
Smith Barney July 1992 - September 1994
Member of the New York Merc & the Coffee, Cocoa & Sugar Exchanges February 1985 - July 1992
EF Hutton July 1976 - February 1985
Sunshine Mining Co. May 1970 - July 1976
Rafkind & Co. July 1963 - May 1970
Education
Boston University
Bachelor of Science (BS), Operations Management and Finance
Great Neck South High School
Fred Lin Fred Lin's Smith Barney Experience 2006 - 2006
Job M.D. Candidate at the University of Pennsylvania School of Medicine
Industry Medical Practice
Experience
Hospital of the University of Pennsylvania 2011 - 2012
JPMorgan Chase 2010 - 2010
Moody's Investors Service 2008 - 2009
KPMG UK 2007 - 2007
Smith Barney 2006 - 2006
Skills
Financial Analysis, Corporate Finance, Public Health, Private Equity, Securities, Medicine, Equity Research, Data Analysis, Financial Modeling, Financial Services, Financial Advisory, Clinical Research, Statistics
Education
University of Pennsylvania 2012 — 2016
Doctor of Medicine (M.D.)
Bryn Mawr College 2010 — 2011
Postbaccalaureate
Boston University 2004 — 2008
Bachelors of Science in Business Administration, magna cum laude
Bronx High School of Science 2000 — 2004
Hospital of the University of Pennsylvania 2011 - 2012
JPMorgan Chase 2010 - 2010
Moody's Investors Service 2008 - 2009
KPMG UK 2007 - 2007
Smith Barney 2006 - 2006
Skills
Financial Analysis, Corporate Finance, Public Health, Private Equity, Securities, Medicine, Equity Research, Data Analysis, Financial Modeling, Financial Services, Financial Advisory, Clinical Research, Statistics
Education
University of Pennsylvania 2012 — 2016
Doctor of Medicine (M.D.)
Bryn Mawr College 2010 — 2011
Postbaccalaureate
Boston University 2004 — 2008
Bachelors of Science in Business Administration, magna cum laude
Bronx High School of Science 2000 — 2004
Daniel Berger Daniel Berger's Smith Barney Experience April 2006 - March 2008
Job Thomson Reuters Municipal Market Data
Industry Financial Services
Experience
Thomson Reuters Municipal Market Data May 2010 - Present
UBS Wealth Management March 2008 - April 2009
Smith Barney April 2006 - March 2008
MBIA 1985 - 1998
Skills
Fixed Income, Portfolio Management, Finance, Asset Management, Credit Risk, Securities, Asset Managment, Investment Banking, Investments, Underwriting, Bonds, Municipal Bonds, Capital Markets, Financial Services, Fundamental Analysis, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA
Brandeis University 1976 — 1980
Bachelor’s Degree
Thomson Reuters Municipal Market Data May 2010 - Present
UBS Wealth Management March 2008 - April 2009
Smith Barney April 2006 - March 2008
MBIA 1985 - 1998
Skills
Fixed Income, Portfolio Management, Finance, Asset Management, Credit Risk, Securities, Asset Managment, Investment Banking, Investments, Underwriting, Bonds, Municipal Bonds, Capital Markets, Financial Services, Fundamental Analysis, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA
Brandeis University 1976 — 1980
Bachelor’s Degree
Joe Cantu's Smith Barney Experience October 1995 - March 2002
Job Chief Investment Officer and President at CANTU TACTICAL WEALTH MANAGEMENT, INC.
Industry Investment Management
Experience
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
CANTU TACTICAL WEALTH MANAGEMENT, INC. January 2010 - Present
Merrill Lynch August 2007 - January 2010
Morgan Stanley March 2002 - August 2007
Texas County College January 1990 - January 2004
Smith Barney October 1995 - March 2002
MERRILL LYNCH October 1990 - November 1995
Regional Securites Firms July 1988 - November 1990
Combat Aviation Brigade, 1ST Cav. Div. US Army August 1986 - October 1988
HONDURAS, LATIN AMERICA EMBASSY-MIL.GROUP January 1986 - August 1986
Combat Aviation Brigade, 1ST Cav. Div. US Army July 1984 - January 1986
Skills
Certified Scuba Diver, Musician - Vocal and..., US Coast Guard..., Private Pilot Fixed Wing, West Point Society of..., Helicopter Pilot
Education
Boston University Graduate School of Management
Master of Science, Business Administration
United States Military Academy at West Point
Bachelor of Science, Engineering and Economics
Nickolas J. Spiliotis, CFP®, CRPS Nickolas J. Spiliotis, CFP®, CRPS's Smith Barney Experience June 1994 - June 2002
Job Financial Advisor at LPL Financial/NJS Wealth Management, LLC
Industry Financial Services
Experience
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
LPL Financial / NJS Wealth Management, LLC August 2012 - Present
Babylon Town Chamber of Commerce January 2012 - Present
231 Business Network September 2007 - Present
Merrill Lynch June 2008 - August 2012
AHEPA Great South Bay Chapter 416 September 2008 - June 2012
A.G. Edwards & Sons, Inc. June 2002 - June 2008
Smith Barney June 1994 - June 2002
John Hancock Financial Services June 1991 - June 1994
Skills
Personal Financial..., Private Wealth..., Retirement Plan..., Personal Retirement..., Business Succession..., Investments, Education Planning
Education
Berklee College of Music 1982 — 1986
Bachelor of Music, Music Production and Engineering, Jazz Composition and Arranging. Principle Instrument: Guitar
Babylon Junior-Senior High School 1976 — 1982
Brian Lawrence's Smith Barney Experience 2007 - 2007
Job Business Development, Equity Research & Portfolio Management
Industry Investment Management
Experience
Global Hunter Securities 2015 - Present
ClearRock Capital 2012 - 2014
State Street Global Advisors 2010 - 2012
MSIM Equity Fund 2010 - 2011
The Private Edge Group at State Street Bank 2008 - 2010
UBS 2007 - 2008
Smith Barney 2007 - 2007
ERA Boston Real Estate Group 2005 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management
Education
Boston University - School of Management 2010 — 2011
Master of Science (MS), Investment Management
Investment Banking Institute
Harvard University
Financial accounting coursework
Fort Lewis College
Bachelor's, English-Communications
Global Hunter Securities 2015 - Present
ClearRock Capital 2012 - 2014
State Street Global Advisors 2010 - 2012
MSIM Equity Fund 2010 - 2011
The Private Edge Group at State Street Bank 2008 - 2010
UBS 2007 - 2008
Smith Barney 2007 - 2007
ERA Boston Real Estate Group 2005 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Alternative Investments, Fund Analysis, Marketing Strategy, Investor Relations, Real Estate, Accounting, Financial Analysis, Fundamental Research, Technical Analysis, Portfolio Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Market Research, Research, Analysis, Equities, Private Equity, Hedge Funds, Asset Management
Education
Boston University - School of Management 2010 — 2011
Master of Science (MS), Investment Management
Investment Banking Institute
Harvard University
Financial accounting coursework
Fort Lewis College
Bachelor's, English-Communications
David Dahan, CRPC® David Dahan, CRPC®'s Smith Barney Experience January 2003 - June 2009
Job Senior Portfolio Manager at Wealth Strategies & Management, LLC
Industry Financial Services
Experience
Wealth Strategies & Management, LLC September 2012 - Present
Morgan Stanley Smith Barney July 2009 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney January 2003 - June 2009
Smith Barney 2001 - January 2004
Smith Barney 1999 - 2003
Smith Barney 1994 - 1999
Smith Barney August 1992 - 1994
Skills
Financial Planning, Wealth Management, Insurance, Portfolio Management, Investments, Retirement Planning, Retirement, Strategic Financial..., Financial Services, Estate Planning, Securities, Business Analysis, Fixed Income, Financial Advisory
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
Bachelor's degree, Finance and Management Information Systems
The Lawrenceville School, NJ 1985 — 1987
Secondary School
Wealth Strategies & Management, LLC September 2012 - Present
Morgan Stanley Smith Barney July 2009 - August 2012
Morgan Stanley Smith Barney June 2009 - August 2012
Smith Barney January 2003 - June 2009
Smith Barney 2001 - January 2004
Smith Barney 1999 - 2003
Smith Barney 1994 - 1999
Smith Barney August 1992 - 1994
Skills
Financial Planning, Wealth Management, Insurance, Portfolio Management, Investments, Retirement Planning, Retirement, Strategic Financial..., Financial Services, Estate Planning, Securities, Business Analysis, Fixed Income, Financial Advisory
Education
College for Financial Planning 2008 — 2008
CRPC, Chartered Retirement Planning Counselor
Boston College - Wallace E. Carroll Graduate School of Management 1987 — 1991
Bachelor's degree, Finance and Management Information Systems
The Lawrenceville School, NJ 1985 — 1987
Secondary School
Todd W. Darling, CFP® Todd W. Darling, CFP®'s Smith Barney Experience January 1990 - April 1994
Job First Vice PresidentInvestments and CERTIFIED FINANCIAL PLANNER™ CERTIFICANT Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2004 - Present
UBS Wealth Management April 1994 - November 2004
Smith Barney January 1990 - April 1994
Education
Bowdoin College 1985 — 1989
BA, Government, German Language
Masconomet Regional 1982 — 1985
Wells Fargo Advisors, LLC November 2004 - Present
UBS Wealth Management April 1994 - November 2004
Smith Barney January 1990 - April 1994
Education
Bowdoin College 1985 — 1989
BA, Government, German Language
Masconomet Regional 1982 — 1985
James Marotta James Marotta's Smith Barney Experience 1999 - 2000
Job Experienced Financial Services Professional
Industry Financial Services
Experience
BNY Mellon April 2011 - Present
Credit Suisse July 2006 - August 2010
Lehman Brothers February 2004 - July 2006
Deutsche Bank April 2002 - February 2004
Goldman Sachs June 2000 - November 2001
Smith barney 1999 - 2000
Skills
Budgets, Forecasting, Management, Strategic Financial..., General Ledger, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Internal Audit, Banking, Leadership
Education
Binghamton University 1996 — 2000
B.A., Econmics
BNY Mellon April 2011 - Present
Credit Suisse July 2006 - August 2010
Lehman Brothers February 2004 - July 2006
Deutsche Bank April 2002 - February 2004
Goldman Sachs June 2000 - November 2001
Smith barney 1999 - 2000
Skills
Budgets, Forecasting, Management, Strategic Financial..., General Ledger, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Analysis, Variance Analysis, Internal Audit, Banking, Leadership
Education
Binghamton University 1996 — 2000
B.A., Econmics
Matthew Confer Matthew Confer's Smith Barney Experience June 2006 - August 2006
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2014 - Present
Deloitte Consulting September 2011 - August 2014
Deloitte Consulting September 2010 - August 2011
Deloitte Consulting June 2008 - September 2010
Fidelity Investments June 2007 - August 2007
Citigroup September 2006 - December 2006
Smith Barney June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance, Marketing
Wheaton College 2004 — 2008
Bachelor of Science, Economics
Deloitte Consulting September 2014 - Present
Deloitte Consulting September 2011 - August 2014
Deloitte Consulting September 2010 - August 2011
Deloitte Consulting June 2008 - September 2010
Fidelity Investments June 2007 - August 2007
Citigroup September 2006 - December 2006
Smith Barney June 2006 - August 2006
Merrill Lynch June 2005 - August 2005
Skills
Analysis, Management, Strategic Financial..., Budgets, Corporate Finance, Financial Modeling, Microsoft Office, PowerPoint, Process Improvement, Forecasting, Project Management, Financial Reporting, Financial Analysis, Microsoft Excel, Managerial Finance, Accounting, Excel, Financial Management, Reconciliation, Profitability Analysis, Financial Forecasting, Budgeting, SAP BW, PMO, Financial Controlling, MS Excel Pivot Tables, Tableau, Financial Risk, Team Leadership, Team Management, Account Reconciliation
Education
Boston University Graduate School of Management 2010 — 2012
MBA, Finance, Marketing
Wheaton College 2004 — 2008
Bachelor of Science, Economics
Vicente DyReyes's Smith Barney Experience June 2008 - August 2008
Job Founder at mise en place
Industry Food & Beverages
Experience
mise en place (mepNYC) November 2014 - Present
The Founder Institute 2015 - 2015
J.P. Morgan August 2012 - November 2014
J.P. Morgan March 2010 - August 2012
Aleutian Capital Partners January 2010 - March 2010
Xtract Research LLC May 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Boston College 2005 — 2009
Bachelor of Science (B.S.), Management and Leadership
mise en place (mepNYC) November 2014 - Present
The Founder Institute 2015 - 2015
J.P. Morgan August 2012 - November 2014
J.P. Morgan March 2010 - August 2012
Aleutian Capital Partners January 2010 - March 2010
Xtract Research LLC May 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Boston College 2005 — 2009
Bachelor of Science (B.S.), Management and Leadership
Thomas Kowalchuk's Smith Barney Experience January 2006 - May 2008
Job Chief Compliance Officer, Operations Manager at Samalin Investment Counsel
Industry Financial Services
Experience
Samalin Investment Counsel August 2013 - Present
Samalin Investment Counsel August 2013 - Present
Samalin Investment Counsel January 2013 - Present
Samalin Investment Counsel June 2008 - December 2012
Smith Barney January 2006 - May 2008
St. Vincent Medical Center April 2005 - January 2006
Skills
Operations Management, IT Operations, Compliance Management, Security Operations, Financial Audits, Internal Audit, Security Audits, Web Content Management, Web Design, Team Management, Workflow Management, Managing Workflow, Business Workflows
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services
Samalin Investment Counsel August 2013 - Present
Samalin Investment Counsel August 2013 - Present
Samalin Investment Counsel January 2013 - Present
Samalin Investment Counsel June 2008 - December 2012
Smith Barney January 2006 - May 2008
St. Vincent Medical Center April 2005 - January 2006
Skills
Operations Management, IT Operations, Compliance Management, Security Operations, Financial Audits, Internal Audit, Security Audits, Web Content Management, Web Design, Team Management, Workflow Management, Managing Workflow, Business Workflows
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services
Lindsey Toole Lindsey Toole's Smith Barney Experience May 2002 - November 2008
Job Vice President, Wealth Advisor at Acumen Wealth Advisors
Industry Financial Services
Experience
Acumen Wealth Advisors July 2015 - Present
Northwestern Mutual September 2014 - July 2015
SunTrust Bank June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC June 2009 - June 2013
Oppenheimer & Co. March 2009 - June 2009
Stanford Group Company November 2008 - March 2009
Smith Barney May 2002 - November 2008
Education
Boston University 2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management
Montreat College 1998 — 2002
BS: Business Administration, Finance / Economics
North Augusta High School 1994 — 1998
Acumen Wealth Advisors July 2015 - Present
Northwestern Mutual September 2014 - July 2015
SunTrust Bank June 2013 - September 2014
PInkerton Wealth Management Group of Wells Fargo Advisors, LLC June 2009 - June 2013
Oppenheimer & Co. March 2009 - June 2009
Stanford Group Company November 2008 - March 2009
Smith Barney May 2002 - November 2008
Education
Boston University 2012 — 2015
Master of Science (M.S.), Banking and Financial Services Management
Montreat College 1998 — 2002
BS: Business Administration, Finance / Economics
North Augusta High School 1994 — 1998
Suzan Budak's Smith Barney Experience 1995 - 2003
Job Senior Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Merrill Lynch October 2008 - Present
Morgan Stanley April 2007 - October 2008
Charles Schwab September 2003 - March 2007
Smith Barney 1995 - 2003
Skills
Series 7, Asset Allocation, Trading, Equities, Portfolio Management, Bloomberg, Alternative Investments, Retirement, Wealth, Estate Planning, Strategic Financial..., Futures Trading, FX trading, Organization, Securities, Investment Strategies, Financial Services, ETFs, Series 63, Series 65, Financial Planning
Education
Bentley University
Bachelor’s Degree, Economics/Finance
College for Financial Planning
CFP, Financial Planning and Services
Annette Ruh Annette Ruh's Smith Barney Experience 2000 - 2007
Job Registered Sr. Sales Associate
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
Justin Geller Justin Geller's Smith Barney Experience July 2004 - July 2008
Job CoFounder and COO at PaintZen
Industry Consumer Services
Experience
PaintZen January 2013 - Present
MyClean October 2009 - Present
Wells Fargo Advisors April 2008 - June 2013
Smith Barney July 2004 - July 2008
Coupons4Campus.com August 1998 - June 2001
Education
Binghamton University - School of Management 1998 — 2002
BS, Finance & MIS
Saddle River Day 1996 — 1998
Bachelor's degree
PaintZen January 2013 - Present
MyClean October 2009 - Present
Wells Fargo Advisors April 2008 - June 2013
Smith Barney July 2004 - July 2008
Coupons4Campus.com August 1998 - June 2001
Education
Binghamton University - School of Management 1998 — 2002
BS, Finance & MIS
Saddle River Day 1996 — 1998
Bachelor's degree
Gideon Rosenbaum's Smith Barney Experience June 2007 - August 2008
Job Senior Associate at PwC
Industry Financial Services
Experience
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
PwC June 2014 - Present
Merrill Lynch February 2012 - May 2014
Barclays Wealth February 2010 - February 2012
Morgan Stanley October 2009 - January 2010
Smith Barney June 2007 - August 2008
Cantor Fitzgerald June 2006 - August 2006
Northwestern Mutual June 2002 - September 2003
Skills
Financial Modeling, Business Valuation, DCF Valuation, Equities, Finance, Series 7, Bloomberg, Trading, Bonds, Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments
Education
Brandeis University 2006 — 2009
BA, Economics/Business
Carrie Kennington Carrie Kennington's Smith Barney Experience January 2000 - December 2004
Job Fund Reporting Liaison at Davis Selected Advisors
Industry Financial Services
Experience
Davis Selected Advisors December 2005 - Present
Smith Barney January 2000 - December 2004
Smith Barney May 1992 - December 1999
Newberry Opera Company 1998 - 1999
Heritage Chamber Singers 1996 - 1998
Greater Anderson Music Consortium 1993 - 1998
Skills
Investments, Financial Analysis, Risk Management, Banking, Financial Services, Investment Advisory, Cash Management, Orchestral Music, Singing, Concerts, Piano, Choral, Customer Service, Public Relations, Public Speaking, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Social Media, Strategic Planning, Nonprofits
Education
Bob Jones University
Davis Selected Advisors December 2005 - Present
Smith Barney January 2000 - December 2004
Smith Barney May 1992 - December 1999
Newberry Opera Company 1998 - 1999
Heritage Chamber Singers 1996 - 1998
Greater Anderson Music Consortium 1993 - 1998
Skills
Investments, Financial Analysis, Risk Management, Banking, Financial Services, Investment Advisory, Cash Management, Orchestral Music, Singing, Concerts, Piano, Choral, Customer Service, Public Relations, Public Speaking, Microsoft Excel, Event Planning, Leadership, Microsoft Office, Social Media, Strategic Planning, Nonprofits
Education
Bob Jones University
Loretta Charron Loretta Charron's Smith Barney Experience September 1999 - September 2002
Job Business Development Consultant, Director at Robert W. Baird & Co.CIMA (R)
Industry Financial Services
Experience
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Robert W. Baird & Co. September 2011 - Present
Legg Mason May 2007 - July 2011
Citigroup Asset Management July 2003 - May 2007
Smith Barney September 1999 - September 2002
Education
The Coaches Training Institute 2014 — 2014
Co-Active Coaching, Fundamentals, Completed
UC Berkeley Haas School of Business 2008 — 2008
IMCA, CIMA(r)
Pace University 1985 — 1990
MBA, Corporate Finance
Boston College 1979 — 1983
BA, Economics, Philosophy
Deanna Bannister-Walker Deanna Bannister-Walker's Smith Barney Experience 1995 - 1998
Job Operations Management
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2011 - 2013
JP Morgan Chase 2009 - 2012
Chase Investment Services Corporation 2006 - 2009
Citigroup 1998 - 2006
Smith Barney 1995 - 1998
(former) First Fidelity Bancorporation 1991 - 1995
Federal Reserve Bank of New York July 1985 - June 1991
Skills
Financial Services, Fixed Income, Banking, Program Management, Capital Markets, Equities, Financial Analysis, Management, Portfolio Management, Risk Management, Securities, Business Analysis, Process Improvement, Relationship Management, Strategy, Finance, Leadership, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Brandeis University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Joseph Marrocco's Smith Barney Experience 1996 - 2002
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
UBS Financial Services Inc 2010 - Present
Wells Fargo Advisors 2006 - 2010
Morgan Stanley 2002 - 2006
Smith Barney 1996 - 2002
Education
Boston College 1981 — 1985
Bachelors, Economics
Hingham High School 1979 — 1981
Scott Altman CFP ® Scott Altman CFP ®'s Smith Barney Experience January 1983 - January 1995
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Raymond James June 2012 - Present
Wells Fargo Advisors LLC January 2008 - July 2012
MORGAN STANLEY January 1995 - January 2008
Smith Barney January 1983 - January 1995
EQUITABLE LIFE ASSURANCE January 1981 - January 1983
Skills
Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Retirement, Management
Education
American College 2014 — 2014
RICP®
American College 2001 — 2003
CFP ®, CERTIFIED FINANCIAL PLANNER™
Bowling Green State University 1977 — 1981
Bachelor of Science, Marketing
Clarence Darrow Jr Clarence Darrow Jr's Smith Barney Experience 1995 - 1997
Job Legal Assistant
Industry Legal Services
Experience
Beans, Farnsworth, Goldblum, and Assad March 2001 - Present
Smith Barney 1995 - 1997
Citibank WOrld HQ 1993 - 1995
Education
Bergen Community College 1979 — 2008
Beans, Farnsworth, Goldblum, and Assad March 2001 - Present
Smith Barney 1995 - 1997
Citibank WOrld HQ 1993 - 1995
Education
Bergen Community College 1979 — 2008
Orin Port Orin Port's Smith Barney Experience May 1999 - January 2005
Job Business Development Officer at Deerpath Capital Management
Industry Investment Banking
Experience
Deerpath Capital Management August 2012 - Present
Comerica Bank March 2010 - August 2012
Wells Fargo Advisors, LLC August 2008 - March 2010
Morgan Stanley January 2005 - August 2008
Smith Barney May 1999 - January 2005
Prudential Securities March 1997 - May 1999
The Chase Manhattan Bank June 1988 - March 1997
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Finance
Binghamton University - School of Management 1983 — 1987
BS, Finance
Syosset High School 1980 — 1983
H.S. Diploma
Deerpath Capital Management August 2012 - Present
Comerica Bank March 2010 - August 2012
Wells Fargo Advisors, LLC August 2008 - March 2010
Morgan Stanley January 2005 - August 2008
Smith Barney May 1999 - January 2005
Prudential Securities March 1997 - May 1999
The Chase Manhattan Bank June 1988 - March 1997
Education
Pace University - Lubin School of Business 1992 — 1995
MBA, Finance
Binghamton University - School of Management 1983 — 1987
BS, Finance
Syosset High School 1980 — 1983
H.S. Diploma
Christopher Renke Christopher Renke's Smith Barney Experience March 2006 - August 2006
Job Attorney at Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP
Industry Law Practice
Experience
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP January 2008 - Present
Kenneth M. Piken & Associates June 2007 - January 2008
Smith Barney March 2006 - August 2006
New York State Supreme Court, County of Nassau, Honorable F. Dana Winslow May 2005 - September 2005
Skills
Alternative Dispute..., Appeals, Civil Litigation, Commercial Litigation, Corporate Law, Courts, Elder Law, Legal Research, Legal Writing, Litigation, Westlaw, Trials, Mediation, Estate Planning, Family Law, Trial Practice, Legal Advice
Education
Maurice A. Deane School of Law at Hofstra University 2006 — 2009
Juris Doctor, Law
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Management, Business Law
Abrams, Fensterman, Fensterman, Eisman, Formato, Ferrara & Wolf, LLP January 2008 - Present
Kenneth M. Piken & Associates June 2007 - January 2008
Smith Barney March 2006 - August 2006
New York State Supreme Court, County of Nassau, Honorable F. Dana Winslow May 2005 - September 2005
Skills
Alternative Dispute..., Appeals, Civil Litigation, Commercial Litigation, Corporate Law, Courts, Elder Law, Legal Research, Legal Writing, Litigation, Westlaw, Trials, Mediation, Estate Planning, Family Law, Trial Practice, Legal Advice
Education
Maurice A. Deane School of Law at Hofstra University 2006 — 2009
Juris Doctor, Law
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Management, Business Law
Glenn Bolstad Glenn Bolstad's Smith Barney Experience 1995 - 1998
Job General Manager, North America at Appway
Industry Computer Software
Experience
Appway April 2011 - Present
Microsoft February 2008 - April 2011
Mainline Information Systems January 2007 - February 2008
IBM 1998 - 2008
Smith Barney 1995 - 1998
Chemical Bank 1993 - 1995
Skills
Cloud Computing, Solution Selling, SaaS, Enterprise Software, Business Alliances, Go-to-market Strategy, Data Center, Business Process..., Strategy, IT Strategy, Competitive Analysis, Enterprise Architecture, Vendor Management, Sales Enablement, CRM, Product Management, Partner Management, Business Development, Outsourcing, Sales Operations, Business Intelligence, Strategic Partnerships, Professional Services, Pre-sales, Demand Generation, Software Industry, Sales Management, Sales Process, Customer Relations
Education
BI Norwegian Business School 1991 — 1993
MBA, International Finance
Appway April 2011 - Present
Microsoft February 2008 - April 2011
Mainline Information Systems January 2007 - February 2008
IBM 1998 - 2008
Smith Barney 1995 - 1998
Chemical Bank 1993 - 1995
Skills
Cloud Computing, Solution Selling, SaaS, Enterprise Software, Business Alliances, Go-to-market Strategy, Data Center, Business Process..., Strategy, IT Strategy, Competitive Analysis, Enterprise Architecture, Vendor Management, Sales Enablement, CRM, Product Management, Partner Management, Business Development, Outsourcing, Sales Operations, Business Intelligence, Strategic Partnerships, Professional Services, Pre-sales, Demand Generation, Software Industry, Sales Management, Sales Process, Customer Relations
Education
BI Norwegian Business School 1991 — 1993
MBA, International Finance
Kevin Connors Kevin Connors's Smith Barney Experience February 2006 - June 2006
Job Program Manager at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Santander Bank, N.A. November 2014 - Present
Boston Private Bank June 2013 - November 2014
Brown Brothers Harriman February 2012 - May 2013
Brown Brothers Harriman April 2009 - January 2012
Brown Brothers Harriman June 2006 - March 2009
Smith Barney February 2006 - June 2006
Merrill Lynch September 2005 - January 2006
Skills
Bloomberg, Mutual Funds, Capital Markets, Alternative Investments, Securities, Financial Services, Asset Management, Portfolio Management, Investments, Equities, Fixed Income, Relationship Management, Banking, Hedge Funds, Customer Service, Finance, Risk Management, Analysis, Financial Risk, Management
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Stonehill College 2002 — 2006
Bachelors, Business Administration and Management, General
Jeff Sweitzer Jeff Sweitzer's Smith Barney Experience July 1984 - February 2007
Job Vice President National Accounts
Industry Environmental Services
Experience
Steritech July 2009 - Present
Smith Barney July 1984 - February 2007
Skills
Budgets, Asset Managment, Negotiation, Investments, Portfolio Management, Income Statement, Forecasting, Financial Analysis, Profit, Strategic Planning, Sales, Sales Management, Contract Negotiation, Business Development
Education
University of Georgia - Terry College of Business 1982 — 1984
MBA, Finance
Bob Jones University 1975 — 1979
BS, Management
Kempsville High School Va. Beach 1971 — 1974
High School diploma
Steritech July 2009 - Present
Smith Barney July 1984 - February 2007
Skills
Budgets, Asset Managment, Negotiation, Investments, Portfolio Management, Income Statement, Forecasting, Financial Analysis, Profit, Strategic Planning, Sales, Sales Management, Contract Negotiation, Business Development
Education
University of Georgia - Terry College of Business 1982 — 1984
MBA, Finance
Bob Jones University 1975 — 1979
BS, Management
Kempsville High School Va. Beach 1971 — 1974
High School diploma
Laurinda Uang Laurinda Uang's Smith Barney Experience December 2004 - August 2006
Job Deal (Contracts) Manager at Oracle
Industry Law Practice
Experience
Oracle March 2013 - Present
Edward George and Associates November 2011 - August 2012
Yang and Sacchetti December 2009 - September 2011
Raytheon Corporation December 2008 - February 2009
U.S. Securities and Exchange Commission June 2008 - August 2008
Federal District Court for the District of Massachusetts November 2007 - February 2008
Law Offices of Timothy J. McCarthy August 2007 - October 2007
State Street July 2007 - August 2007
Sullivan & Worcester May 2007 - July 2007
Smith Barney December 2004 - August 2006
Skills
Spanish, Mandarin, Cantonese, Legal Research, Legal Writing, Litigation, Immigration Law, Civil Litigation, Courts, Commercial Litigation, Westlaw
Education
Northeastern University School of Law 2006 — 2009
Juris Doctor, Law
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Politics
Medford High School 1998 — 2002
Oracle March 2013 - Present
Edward George and Associates November 2011 - August 2012
Yang and Sacchetti December 2009 - September 2011
Raytheon Corporation December 2008 - February 2009
U.S. Securities and Exchange Commission June 2008 - August 2008
Federal District Court for the District of Massachusetts November 2007 - February 2008
Law Offices of Timothy J. McCarthy August 2007 - October 2007
State Street July 2007 - August 2007
Sullivan & Worcester May 2007 - July 2007
Smith Barney December 2004 - August 2006
Skills
Spanish, Mandarin, Cantonese, Legal Research, Legal Writing, Litigation, Immigration Law, Civil Litigation, Courts, Commercial Litigation, Westlaw
Education
Northeastern University School of Law 2006 — 2009
Juris Doctor, Law
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.), Economics and Politics
Medford High School 1998 — 2002
Katharine Greeley's Smith Barney Experience February 2007 - April 2008
Job Senior Loan Originator at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation March 2015 - Present
Greenpark Mortgage April 2008 - February 2015
CTX Mortgage April 2008 - August 2008
Smith Barney February 2007 - April 2008
First Horizon Home Loans February 2003 - February 2007
RSA Security April 1999 - May 2002
Evolutionary Technologies Inc March 1996 - March 1998
Skills
Mortgage Lending, Refinance, Financial Services, First Time Home Buyers, Real Estate, Investment Properties
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance and Marketing
University of Massachusetts, Amherst 1982 — 1986
BBA, MIS
Fairway Independent Mortgage Corporation March 2015 - Present
Greenpark Mortgage April 2008 - February 2015
CTX Mortgage April 2008 - August 2008
Smith Barney February 2007 - April 2008
First Horizon Home Loans February 2003 - February 2007
RSA Security April 1999 - May 2002
Evolutionary Technologies Inc March 1996 - March 1998
Skills
Mortgage Lending, Refinance, Financial Services, First Time Home Buyers, Real Estate, Investment Properties
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Finance and Marketing
University of Massachusetts, Amherst 1982 — 1986
BBA, MIS
Matthew Libien, CFP® Matthew Libien, CFP®'s Smith Barney Experience October 2001 - February 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
LeTip of Hackensack 1999 - Present
Pack 86 2009 - 2012
Smith Barney October 2001 - February 2009
PaineWebber 1997 - 2001
CIT 1995 - 1997
Education
Certified Financial Planner Board of Standards 2011 — 2011
CFP(R), Financial Planning
Farileigh Dickinson University - Hackensack 2009 — 2010
CFP certificate, Financial Planning
Boston University - School of Management 1990 — 1995
BSBA, Finance
Glen Rock High School
Wells Fargo Advisors, LLC February 2009 - Present
LeTip of Hackensack 1999 - Present
Pack 86 2009 - 2012
Smith Barney October 2001 - February 2009
PaineWebber 1997 - 2001
CIT 1995 - 1997
Education
Certified Financial Planner Board of Standards 2011 — 2011
CFP(R), Financial Planning
Farileigh Dickinson University - Hackensack 2009 — 2010
CFP certificate, Financial Planning
Boston University - School of Management 1990 — 1995
BSBA, Finance
Glen Rock High School
Veronica P. McLeod Veronica P. McLeod's Smith Barney Experience November 1997 - April 2006
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2006 - Present
Smith Barney November 1997 - April 2006
NBS Card Services January 1990 - November 1997
Skills
Investments, Finance, Retirement, Retirement Planning, Financial Analysis, Securities, Financial Services, Insurance, Risk Management, Due Diligence, Small Business, Mergers, Estate Strategies, Portfolio Analysis, 401k Rollovers, College Education..., Tax Planning, Social Security Planning
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
MBA, Finance
NJCPA 1993 — 1993
CPA, Tax/Accounting
Bloomfield College 1989 — 1993
B. Sc, Accounting
Ardenne High School, Jamaica
Wells Fargo Advisors, LLC April 2006 - Present
Smith Barney November 1997 - April 2006
NBS Card Services January 1990 - November 1997
Skills
Investments, Finance, Retirement, Retirement Planning, Financial Analysis, Securities, Financial Services, Insurance, Risk Management, Due Diligence, Small Business, Mergers, Estate Strategies, Portfolio Analysis, 401k Rollovers, College Education..., Tax Planning, Social Security Planning
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
MBA, Finance
NJCPA 1993 — 1993
CPA, Tax/Accounting
Bloomfield College 1989 — 1993
B. Sc, Accounting
Ardenne High School, Jamaica
Stanley Lee Zagorski's Smith Barney Experience 1998 - 2002
Job Owner, Zagorski Financial Services
Industry Financial Services
Experience
Smith Barney 1998 - 2002
Allmerica Financial 1979 - 1998
Education
Bentley College 1970 — 1974
BS, Accounting
Smith Barney 1998 - 2002
Allmerica Financial 1979 - 1998
Education
Bentley College 1970 — 1974
BS, Accounting
Jennifer Buck's Smith Barney Experience 1999 - 2002
Job Consultant, Institutional Software at Morningstar
Industry Investment Management
Experience
Morningstar November 2010 - Present
Thomson Reuters January 2009 - August 2011
Goldman Sachs August 2006 - June 2008
Self Employed 2002 - 2006
Smith Barney 1999 - 2002
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, finance
Boston College 1994 — 1998
Economics
Deerfield Academy 1991 — 1994
Lake Forest Country Day School 1981 — 1991
Morningstar November 2010 - Present
Thomson Reuters January 2009 - August 2011
Goldman Sachs August 2006 - June 2008
Self Employed 2002 - 2006
Smith Barney 1999 - 2002
Education
The University of Chicago Booth School of Business 2003 — 2007
MBA, finance
Boston College 1994 — 1998
Economics
Deerfield Academy 1991 — 1994
Lake Forest Country Day School 1981 — 1991
Vicktoria V. Scotto-Lavino's Smith Barney Experience January 2005 - December 2007
Job Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Citigroup May 2010 - September 2013
Morgan Stanley Smith Barney January 2008 - September 2009
Smith Barney January 2005 - December 2007
Smith Barney January 2002 - December 2005
Smith Barney January 1999 - December 2002
Skills
Business Analysis, Business Process..., Investments, Portfolio Management, SDLC, Financial Services, Integration, Banking, Leadership, Business Intelligence, Wealth Management, Mergers & Acquisitions, Credit, Project Management, Financial Analysis, Budgets, Databases, Relationship Management, Equities, IT Strategy, Cash Management, Trading, Securities, Strategic Planning, Risk Management, Fixed Income, Strategy
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Mathematics
Steiner
TIAA-CREF January 2014 - Present
Citigroup May 2010 - September 2013
Morgan Stanley Smith Barney January 2008 - September 2009
Smith Barney January 2005 - December 2007
Smith Barney January 2002 - December 2005
Smith Barney January 1999 - December 2002
Skills
Business Analysis, Business Process..., Investments, Portfolio Management, SDLC, Financial Services, Integration, Banking, Leadership, Business Intelligence, Wealth Management, Mergers & Acquisitions, Credit, Project Management, Financial Analysis, Budgets, Databases, Relationship Management, Equities, IT Strategy, Cash Management, Trading, Securities, Strategic Planning, Risk Management, Fixed Income, Strategy
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Mathematics
Steiner
Jocari Valeza's Smith Barney Experience April 2005 - June 2006
Job Client Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Wachovia Bank April 2008 - April 2010
Phipps Community Development Corporation January 2006 - April 2008
Smith Barney April 2005 - June 2006
Berkeley College October 2002 - January 2006
Skills
Non-profits, Project Planning, Banking, Credit, Customer Service, Financial Analysis, Microsoft Excel, Event Planning, Outlook, PowerPoint, Portfolio Management, Financial Modeling, PeopleSoft, QuickBooks, Microsoft Office, Relationship Management, Access, Accounting, Business Development, Commercial Banking, Cross Selling, Finance, Leadership, Loans, Management, Mergers & Acquisitions, Mutual Funds, Nonprofits, Policy, Recruiting, Risk Management, Spanish, Commercial Lending, Analysis, Financial Risk, CRM, Cash Management, Budgets, Financial Reporting, Treasury Management
Education
Long Island University, Brooklyn Campus 2005 — 2008
MBA
Berkeley College 2002 — 2005
BBA
Enterprise Business & Technology HS 1997 — 2001
HS Diploma
Wells Fargo Bank February 2013 - Present
Wells Fargo Bank January 2010 - January 2013
Wachovia Bank April 2008 - April 2010
Phipps Community Development Corporation January 2006 - April 2008
Smith Barney April 2005 - June 2006
Berkeley College October 2002 - January 2006
Skills
Non-profits, Project Planning, Banking, Credit, Customer Service, Financial Analysis, Microsoft Excel, Event Planning, Outlook, PowerPoint, Portfolio Management, Financial Modeling, PeopleSoft, QuickBooks, Microsoft Office, Relationship Management, Access, Accounting, Business Development, Commercial Banking, Cross Selling, Finance, Leadership, Loans, Management, Mergers & Acquisitions, Mutual Funds, Nonprofits, Policy, Recruiting, Risk Management, Spanish, Commercial Lending, Analysis, Financial Risk, CRM, Cash Management, Budgets, Financial Reporting, Treasury Management
Education
Long Island University, Brooklyn Campus 2005 — 2008
MBA
Berkeley College 2002 — 2005
BBA
Enterprise Business & Technology HS 1997 — 2001
HS Diploma
Jeremy Schlueter's Smith Barney Experience March 2008 - April 2009
Job Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance July 2010 - Present
Sandler Training 2013 - 2013
skylight financial group April 2009 - April 2010
Smith Barney March 2008 - April 2009
Bank of America September 2001 - February 2008
Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Casualty, Whole Life, Account Management, Homeowners, Health Insurance, General Insurance, Umbrella Insurance, Sales
Education
Bowling Green State University 1995 — 2001
Bachelor of Applied Science (BASc), communication
Farmers Insurance July 2010 - Present
Sandler Training 2013 - 2013
skylight financial group April 2009 - April 2010
Smith Barney March 2008 - April 2009
Bank of America September 2001 - February 2008
Skills
Insurance, Life Insurance, Term Life Insurance, Property & Casualty..., Commercial Insurance, Customer Service, Casualty, Whole Life, Account Management, Homeowners, Health Insurance, General Insurance, Umbrella Insurance, Sales
Education
Bowling Green State University 1995 — 2001
Bachelor of Applied Science (BASc), communication
Goutam Ghosh's Smith Barney Experience 2005 - 2009
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
Daniel Arosemena's Smith Barney Experience May 2008 - Present
Job Financial Services Intern
Industry Financial Services
Experience
Smith Barney May 2008 - Present
Skills
Financial Analysis, Finance, Financial Modeling, Valuation, Bloomberg, Microsoft Office
Education
Tecnológico de Monterrey 2004 — 2010
Financial Management
Boston University 2007 — 2008
Finance
Smith Barney May 2008 - Present
Skills
Financial Analysis, Finance, Financial Modeling, Valuation, Bloomberg, Microsoft Office
Education
Tecnológico de Monterrey 2004 — 2010
Financial Management
Boston University 2007 — 2008
Finance
Subodh Malhotra's Smith Barney Experience 1997 - 1998
Job Financial Technology Executive | Director | Digital Strategy | Product Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Morgan Stanley Wealth Management 2014 - July 2015
Morgan Stanley Wealth Management 2012 - 2014
Morgan Stanley Smith Barney June 2009 - June 2012
Citigroup January 2005 - May 2009
Citigroup 1998 - 2004
Smith Barney 1997 - 1998
CNA Insurance December 1992 - July 1996
Tata Consultancy Services 1986 - 1991
Skills
IT Executive Management, Wealth Management, Alternative Investments, Restricted Stock, Equities, Solution Architecture, SDLC, IT Strategy, Project Management, Vendor Management, IT Project & Program..., Integration, Risk Management, Employee Stock Options, Offshore Resource..., Equity Plans, E-commerce, Business Analysis, Financial Services, Management, Portfolio Management, Leadership, Program Management
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree, Electrical and Electronics Engineering
Birla Institute of Technology & Science, Pilani
Master’s Degree, Economics
Robert Mancini CIMA's Smith Barney Experience April 2003 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2003 - Present
Sanford C. Bernstein June 1999 - March 2003
Skills
Series 7, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Finance, Asset Management, Asset Allocation, Retirement Planning, Securities, Wealth Management, Investment Management, Investment Advisory, Retirement, Series 63
Education
Boston University 1994 — 1996
MS, Business
Villanova University 1988 — 1992
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney April 2003 - Present
Sanford C. Bernstein June 1999 - March 2003
Skills
Series 7, Investments, Estate Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Mutual Funds, Alternative Investments, Finance, Asset Management, Asset Allocation, Retirement Planning, Securities, Wealth Management, Investment Management, Investment Advisory, Retirement, Series 63
Education
Boston University 1994 — 1996
MS, Business
Villanova University 1988 — 1992
Doug Song's Smith Barney Experience 1993 - 1996
Job Managing Partner, Prodos Capital Management LLC
Industry Investment Management
Experience
Prodos Capital Management LLC September 2003 - Present
Verus International 2001 - 2003
On2 Technologies 1996 - 1999
Smith Barney 1993 - 1996
Education
Boston University Questrom School of Business 1985 — 1989
BS, Finance
Stuyvesant High School
Prodos Capital Management LLC September 2003 - Present
Verus International 2001 - 2003
On2 Technologies 1996 - 1999
Smith Barney 1993 - 1996
Education
Boston University Questrom School of Business 1985 — 1989
BS, Finance
Stuyvesant High School
Rob Riley's Smith Barney Experience August 2006 - August 2010
Job Athletic Director at Regis College
Industry Higher Education
Experience
Regis College December 2012 - Present
Columbus Blue Jackets January 2006 - December 2012
Smith Barney August 2006 - August 2010
United States Military Academy at West Point 1985 - 2004
Education
Boston College 1975 — 1978
Regis College December 2012 - Present
Columbus Blue Jackets January 2006 - December 2012
Smith Barney August 2006 - August 2010
United States Military Academy at West Point 1985 - 2004
Education
Boston College 1975 — 1978
Margaret Pierce, CFP®, AIFA®'s Smith Barney Experience May 1991 - March 1993
Job Vice President, Institutional Sales at DailyAccess Corporation A Verisight Company
Industry Investment Management
Experience
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
DailyAccess Corporation, A Verisight Company September 2014 - Present
Art In Giving July 2013 - August 2014
American Century Investments May 1998 - March 2013
TIAA-CREF March 1993 - April 1998
Smith Barney May 1991 - March 1993
Skills
Certified Financial..., Series 63, Asset Management, Mutual Funds, Creative Strategy, 401k, Investments, Charismatic Leadership, Public Speaking, Insurance, New Business Development, Work Ethic, Relationship Management, Series 6, Retirement, Investment Advisory, Separately Managed..., Financial Services, Retirement Planning, Asset Allocation, Series 7, Wealth Management, Securities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2013
Master of Business Administration (MBA)
Boston University 1989 — 1991
Bachelor of Science (B.S.), Communications
Tabor Academy 1985 — 1987
Lake Forest Country Day School
Jennifer Jacobus, PhD's Smith Barney Experience 1993 - 1995
Job Sr Managing Associate at ESA; Ecologist; Environmental Professional
Industry Renewables & Environment
Experience
Environmental Science Associates November 2004 - Present
University of Michigan September 1999 - November 2004
Analysis Group/Economics January 1998 - August 1999
Smith Barney 1993 - 1995
Skills
Water, Ecology, Project Planning, Endangered Species, NEPA, Environmental Planning, Environmental Science, Land Use, Environmental Impact..., Environmental Consulting, Land Use Planning, CEQA, Environmental Awareness, Environmental Compliance, Water Quality
Education
University of Michigan 1999 — 2005
Ph.D., School of Natural Resources and Environment
Boston University 1995 — 1997
M.A., Geography
The Johns Hopkins University 1989 — 1993
B.A., Economics
Environmental Science Associates November 2004 - Present
University of Michigan September 1999 - November 2004
Analysis Group/Economics January 1998 - August 1999
Smith Barney 1993 - 1995
Skills
Water, Ecology, Project Planning, Endangered Species, NEPA, Environmental Planning, Environmental Science, Land Use, Environmental Impact..., Environmental Consulting, Land Use Planning, CEQA, Environmental Awareness, Environmental Compliance, Water Quality
Education
University of Michigan 1999 — 2005
Ph.D., School of Natural Resources and Environment
Boston University 1995 — 1997
M.A., Geography
The Johns Hopkins University 1989 — 1993
B.A., Economics
Tim Zulueta's Smith Barney Experience May 2008 - July 2008
Job Operations Analyst at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Electronic Consulting Services December 2012 - August 2014
Anzair Corporation May 2011 - December 2012
Luciano Italian Restaurant and Pizzeria June 2007 - September 2010
Wells Fargo Advisors July 2010 - August 2010
JP Morgan Chase February 2010 - April 2010
Smith Barney May 2008 - July 2008
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Business Administration - Finance & Marketing
Boston University Questrom School of Business 2007 — 2011
Finance, Marketing
Boston University - London 2010 — 2010
London Internship Program - Management Track
Deloitte September 2014 - Present
Electronic Consulting Services December 2012 - August 2014
Anzair Corporation May 2011 - December 2012
Luciano Italian Restaurant and Pizzeria June 2007 - September 2010
Wells Fargo Advisors July 2010 - August 2010
JP Morgan Chase February 2010 - April 2010
Smith Barney May 2008 - July 2008
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Business Administration - Finance & Marketing
Boston University Questrom School of Business 2007 — 2011
Finance, Marketing
Boston University - London 2010 — 2010
London Internship Program - Management Track
Allisen Graves's Smith Barney Experience February 2001 - July 2004
Job Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
HSBC Private Bank February 2007 - Present
Citigroup Private Bank July 2004 - February 2007
Smith Barney February 2001 - July 2004
Merrill Lynch April 1999 - February 2001
Smith Barney May 1998 - April 1999
Skills
Wealth Management, Series 7, Private Banking, Wealth Management..., Alternative Investments, Hedge Funds, Investments, Investment Advisory, Asset Allocation, Portfolio Management, Banking, Equities, Fixed Income, Asset Management, Financial Services
Education
Binghamton University - School of Management 1994 — 1998
Bachelor of Science (BS), Finance, Marketing and Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
State University of New York at Binghamton 1994 — 1998
Bachelor of Science (BS), Finance, Marketing, Management
Ken Dorph's Smith Barney Experience 1985 - 1987
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Sag Harbor Consulting 2003 - Present
KPMG Consulting / BearingPoint 1999 - 2002
Barents 1994 - 1999
Booz Allen Hamilton 1989 - 1994
International Finance Corporation 1987 - 1989
Smith Barney 1985 - 1987
Citibank 1983 - 1985
Skills
Management Consulting, Financial Institutions, Business Strategy, Restructuring, Risk Management, Islamic Finance, Credit Risk, Strategy Development, Strategy, Due Diligence, Strategic Consulting, Business Process..., Business Process..., Governance, Business Transformation, Organizational Design, Change Management, Program Management, Banking
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), International Finance
University of Michigan 1979 — 1981
MA, Middle East Studies
Binghamton University 1970 — 1974
BA, Anthropology
Sag Harbor Consulting 2003 - Present
KPMG Consulting / BearingPoint 1999 - 2002
Barents 1994 - 1999
Booz Allen Hamilton 1989 - 1994
International Finance Corporation 1987 - 1989
Smith Barney 1985 - 1987
Citibank 1983 - 1985
Skills
Management Consulting, Financial Institutions, Business Strategy, Restructuring, Risk Management, Islamic Finance, Credit Risk, Strategy Development, Strategy, Due Diligence, Strategic Consulting, Business Process..., Business Process..., Governance, Business Transformation, Organizational Design, Change Management, Program Management, Banking
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), International Finance
University of Michigan 1979 — 1981
MA, Middle East Studies
Binghamton University 1970 — 1974
BA, Anthropology
Stelio Suarez's Smith Barney Experience January 2002 - August 2002
Job EVP, CFO
Industry Computer Software
Experience
Conduko, Inc. May 2015 - Present
GLC Advisors & Co., LLC September 2014 - March 2015
AlixPartners February 2012 - August 2014
BearingPoint Inc., Liquidating Trust 2009 - February 2012
BearingPoint October 2004 - January 2009
Glenwood Capital Partners, LLC July 2003 - October 2004
Smith Barney January 2002 - August 2002
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Accounting, Acquisition Integration, Bloomberg, Business Process..., Capital Markets, Cash Management, Corporate Development, Finance, Forecasting, Investment Banking, Management Consulting, Managerial Finance, Private Equity, Restructuring, Risk Management, Venture Capital, Strategy, Investments, Real Estate Economics
Education
Boston University Questrom School of Business 1999 — 2003
Conduko, Inc. May 2015 - Present
GLC Advisors & Co., LLC September 2014 - March 2015
AlixPartners February 2012 - August 2014
BearingPoint Inc., Liquidating Trust 2009 - February 2012
BearingPoint October 2004 - January 2009
Glenwood Capital Partners, LLC July 2003 - October 2004
Smith Barney January 2002 - August 2002
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Corporate Finance, Accounting, Acquisition Integration, Bloomberg, Business Process..., Capital Markets, Cash Management, Corporate Development, Finance, Forecasting, Investment Banking, Management Consulting, Managerial Finance, Private Equity, Restructuring, Risk Management, Venture Capital, Strategy, Investments, Real Estate Economics
Education
Boston University Questrom School of Business 1999 — 2003
Greg Woodson's Smith Barney Experience 2000 - 2001
Job Senior Faculty member at the T'ai Chi Foundation
Industry Health, Wellness and Fitness
Experience
Blue Tiger Way 2009 - Present
New York School of T'ai Chi Chuan 1983 - Present
Tai Chi Foundation & School of Tai Chi Chuan 1976 - Present
Greenhouse Holistic 2006 - November 2010
SUNY College of Optometry 2003 - April 2008
DEC 2002 - 2002
HP Software 2000 - 2001
Smith Barney 2000 - 2001
JP Morgan 1991 - 2000
Equitable Life 1986 - 1991
Skills
Tai Chi, Qigong, Arica Psychocalisthenics, Teaching, Wellness, Fitness, Meditation, Leadership, Reiki, Tai Chi Chuan, Healing, Public Speaking, Holistic Health, Coaching, Pain Management, Nonprofits, Chronic Pain, Stress Management, Relaxation, Headaches, Training, Alternative Medicine, Energy Healing, Personal Development, Wellbeing, Chronic Illness, Back Pain, Insomnia, Bodywork, Mindfulness, Self-esteem
Education
University of Florida 1979 — 1983
Berklee College of Music 1976 — 1976
Saxophone
Berkeley High School 1971 — 1975
Blue Tiger Way 2009 - Present
New York School of T'ai Chi Chuan 1983 - Present
Tai Chi Foundation & School of Tai Chi Chuan 1976 - Present
Greenhouse Holistic 2006 - November 2010
SUNY College of Optometry 2003 - April 2008
DEC 2002 - 2002
HP Software 2000 - 2001
Smith Barney 2000 - 2001
JP Morgan 1991 - 2000
Equitable Life 1986 - 1991
Skills
Tai Chi, Qigong, Arica Psychocalisthenics, Teaching, Wellness, Fitness, Meditation, Leadership, Reiki, Tai Chi Chuan, Healing, Public Speaking, Holistic Health, Coaching, Pain Management, Nonprofits, Chronic Pain, Stress Management, Relaxation, Headaches, Training, Alternative Medicine, Energy Healing, Personal Development, Wellbeing, Chronic Illness, Back Pain, Insomnia, Bodywork, Mindfulness, Self-esteem
Education
University of Florida 1979 — 1983
Berklee College of Music 1976 — 1976
Saxophone
Berkeley High School 1971 — 1975
Tim Lorimer's Smith Barney Experience May 2007 - May 2008
Job Equity Options Trader at Simplex Investments
Industry Financial Services
Experience
Simplex Investments October 2008 - August 2010
Ennis Knupp & Associates June 2008 - October 2008
Smith Barney May 2007 - May 2008
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
Simplex Investments October 2008 - August 2010
Ennis Knupp & Associates June 2008 - October 2008
Smith Barney May 2007 - May 2008
Education
Bradley University 2004 — 2008
Bachelor of Science, Finance
Daniella Kohavy's Smith Barney Experience August 2006 - July 2008
Job Director, Technical Support at Nomi
Industry Consumer Services
Experience
Nomi February 2014 - Present
uSell.com January 2013 - January 2014
TuneCore November 2010 - December 2012
TuneCore December 2009 - November 2010
Smith Barney August 2006 - July 2008
Skills
Customer Experience, User Experience, Quality Assurance, Public Speaking, Spanish-speaking, Bug Tracking, Internal Communications, Operational Issues, eCommerce, RightNow, SaaS, Customer Retention, Start-ups, Management, Product Management, Social Media, CRM, Strategy, Social Media Marketing, Customer Service, Leadership, Salesforce.com, Sales
Education
State University of New York at Binghamton 2002 — 2006
Bachelor of Arts (B.A.), English
Nomi February 2014 - Present
uSell.com January 2013 - January 2014
TuneCore November 2010 - December 2012
TuneCore December 2009 - November 2010
Smith Barney August 2006 - July 2008
Skills
Customer Experience, User Experience, Quality Assurance, Public Speaking, Spanish-speaking, Bug Tracking, Internal Communications, Operational Issues, eCommerce, RightNow, SaaS, Customer Retention, Start-ups, Management, Product Management, Social Media, CRM, Strategy, Social Media Marketing, Customer Service, Leadership, Salesforce.com, Sales
Education
State University of New York at Binghamton 2002 — 2006
Bachelor of Arts (B.A.), English
Mike Carlotti's Smith Barney Experience June 1993 - June 1996
Job Vice President & Treasurer at Scientific Games
Industry Gambling & Casinos
Experience
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Joel Kazis's Smith Barney Experience 1989 - 1991
Job Vice President at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
NASDAQ OMX 2005 - Present
Thomson TradeWeb 2003 - 2005
Quant Trading Inc 1995 - 2003
UBS Investment Bank 1992 - 1993
Smith Barney 1989 - 1991
Salomon Brothers 1979 - 1989
Education
Brandeis University 1971 — 1975
BA, History
Columbia University - Columbia Business School
MBA
Daina Paul's Smith Barney Experience 2000 - 2002
Job Coordinator, Medical Staff Services at Calvary Hospital
Industry Hospital & Health Care
Experience
Calvary Hospital 2006 - Present
Calvary Hospital 2002 - 2006
Smith Barney 2000 - 2002
Skills
Microsoft Office, Analysis, Human Resources, Process Improvement, Budgets, Management, Recruiting, Medicine, Outlook, Software Documentation, Microsoft Excel, Invoicing, Data Analysis, Sales, Event Management, PowerPoint, Time Management, Editing
Education
Mercy College 2008 — 2010
Masters in Health Care Administration
Berkeley College 2003 — 2006
Bachelors Business Administration, Business Administration
Berkeley College 1998 — 2000
Associates Office Systems Management, Business Administration
Calvary Hospital 2006 - Present
Calvary Hospital 2002 - 2006
Smith Barney 2000 - 2002
Skills
Microsoft Office, Analysis, Human Resources, Process Improvement, Budgets, Management, Recruiting, Medicine, Outlook, Software Documentation, Microsoft Excel, Invoicing, Data Analysis, Sales, Event Management, PowerPoint, Time Management, Editing
Education
Mercy College 2008 — 2010
Masters in Health Care Administration
Berkeley College 2003 — 2006
Bachelors Business Administration, Business Administration
Berkeley College 1998 — 2000
Associates Office Systems Management, Business Administration
Mary Hogan Preusse's Smith Barney Experience August 1994 - June 1996
Job Managing Director / CoHead Americas Real Estate at APG Asset Management US
Industry Investment Management
Experience
APG Asset Management March 2000 - Present
Bowdoin College June 2012 - Present
Bowdoin College 2008 - 2011
Dresdner Kleinwort Benson March 1998 - February 2000
UBS Securities June 1996 - March 1998
Smith Barney August 1994 - June 1996
Merrill Lynch July 1990 - August 1994
Education
Bowdoin College 1986 — 1990
AB, Mathematics
APG Asset Management March 2000 - Present
Bowdoin College June 2012 - Present
Bowdoin College 2008 - 2011
Dresdner Kleinwort Benson March 1998 - February 2000
UBS Securities June 1996 - March 1998
Smith Barney August 1994 - June 1996
Merrill Lynch July 1990 - August 1994
Education
Bowdoin College 1986 — 1990
AB, Mathematics
Sukru Uluoglu's Smith Barney Experience December 2001 - November 2006
Job Senior Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Morgan Stanley Smith Barney December 2001 - Present
Morgan Stanley November 2006 - January 2010
Smith Barney December 2001 - November 2006
Fidelity Investments Brokerage Serivces November 1997 - December 2001
Skills
Financial Services, FINRA, Risk Management, Series 7, Insurance, Financial Risk, Series 63, Securities, KYC, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Uniform Combined State..., Operational Risk..., Risk Assessment, Change Management, Enterprise Risk..., Equities, Investments, Portfolio Management
Education
Boston University Questrom School of Business
MBA
Kadikoy Anadolu
Kadikoy Anadolu
Gloria Darcey-Adams's Smith Barney Experience 1993 - 1998
Job Project Manager at IBM
Industry Information Services
Experience
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
IBM July 2011 - Present
IBM 2000 - 2008
AT&T 1998 - 2000
Prudential Insurance 1997 - 1998
Smith Barney 1993 - 1998
Smith Barney 1993 - 1997
Shearson Lehman Brothers 1988 - 1993
Price Waterhouse 1983 - 1988
Skills
Change Management, Disaster Recovery, Management, ITIL, IT Service Management, PMP, Service Delivery, IT Strategy, Data Center, Program Management, Vendor Management, IT Outsourcing, Cloud Computing, Software Project..., SDLC, Virtualization, Integration, Requirements Analysis, Business Analysis, IT Management, Databases, Project Portfolio..., Enterprise Architecture, Business Process..., Outsourcing
Education
Boston University
B.S., Political Science
Dawn Gordon-Wylie's Smith Barney Experience 1987 - 1995
Job Sales Support at Thomas Lighting Co
Industry Financial Services
Experience
Thomas Lighting Co November 2013 - Present
Farsight Security, Inc September 2013 - October 2013
J.P. Morgan October 2005 - August 2011
Corporate Consulting Services February 2003 - August 2005
International Market Recruiters May 2002 - August 2002
Global Financial Services, Inc December 1998 - May 2002
Metropolitan West January 1997 - January 1998
CantorFitzgerald October 1995 - October 1997
Smith Barney 1987 - 1995
Skills
Investment Banking..., Prime Brokerage, Broker/Dealer, Client Service, Collateral Management, Portfolio Management, Settlements, Back Office, Middle Office, Securities, FX, Compliance, Risk, Settlement, Financial Services, Mutual Funds
Education
Bergen Community College 1979 — 1981
Business Mgt
Thomas Lighting Co November 2013 - Present
Farsight Security, Inc September 2013 - October 2013
J.P. Morgan October 2005 - August 2011
Corporate Consulting Services February 2003 - August 2005
International Market Recruiters May 2002 - August 2002
Global Financial Services, Inc December 1998 - May 2002
Metropolitan West January 1997 - January 1998
CantorFitzgerald October 1995 - October 1997
Smith Barney 1987 - 1995
Skills
Investment Banking..., Prime Brokerage, Broker/Dealer, Client Service, Collateral Management, Portfolio Management, Settlements, Back Office, Middle Office, Securities, FX, Compliance, Risk, Settlement, Financial Services, Mutual Funds
Education
Bergen Community College 1979 — 1981
Business Mgt
Blane Walter's Smith Barney Experience 1993 - 1994
Job Partner at Talisman Capital Partners
Industry Health, Wellness and Fitness
Experience
Talisman Capital Partners October 2000 - Present
inVentiv Health August 1994 - Present
Smith Barney 1993 - 1994
Smith Barney 1993 - 1994
Skills
Strategic Planning
Education
Boston College 1989 — 1993
BS, Marketing, Finance
Columbus Academy 1982 — 1989
Talisman Capital Partners October 2000 - Present
inVentiv Health August 1994 - Present
Smith Barney 1993 - 1994
Smith Barney 1993 - 1994
Skills
Strategic Planning
Education
Boston College 1989 — 1993
BS, Marketing, Finance
Columbus Academy 1982 — 1989
Joseph Urbelis's Smith Barney Experience April 2006 - November 2006
Job Strategy Supervisor at Horizon Media
Industry Marketing and Advertising
Experience
Horizon Media April 2015 - Present
Horizon Media September 2013 - April 2015
Universal McCann October 2012 - September 2013
Universal McCann July 2011 - October 2012
Hill Holliday January 2011 - April 2011
d expósito & Partners June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Smith Barney April 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
King's College London 2009 — 2010
Study Abroad Program
Horizon Media April 2015 - Present
Horizon Media September 2013 - April 2015
Universal McCann October 2012 - September 2013
Universal McCann July 2011 - October 2012
Hill Holliday January 2011 - April 2011
d expósito & Partners June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Smith Barney April 2006 - November 2006
Merrill Lynch June 2005 - August 2005
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, Marketing
King's College London 2009 — 2010
Study Abroad Program
Diane Halverson's Smith Barney Experience January 1995 - April 1995
Job Senior Education Consultant at Marsh & McLennan Agency, known locally as Bostonian Group
Industry Investment Management
Experience
Marsh & McLennan Agency March 2014 - Present
Kanon Bloch Carré January 2007 - February 2014
New York Life Investment Management May 2004 - June 2006
PFE Group/Watson Wyatt Worldwide May 1995 - February 2004
Smith Barney January 1995 - April 1995
Skills
Series 65, Investment Advisor..., Mutual Funds, Wealth Management, Investments, Alternative Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Risk Management, Financial Planners, 401k, Retirement, Series 7, Portfolio Management, Business Development, Pensions, Retirement Plan..., CRM, Investment Strategies, Investment Management, Investment Advisory, Financial Markets, Financial Services
Education
Boston University 2008 — 2008
Certificate, Financial Planning
Texas Woman's University
B.S., Journalism, Cum Laude
Marsh & McLennan Agency March 2014 - Present
Kanon Bloch Carré January 2007 - February 2014
New York Life Investment Management May 2004 - June 2006
PFE Group/Watson Wyatt Worldwide May 1995 - February 2004
Smith Barney January 1995 - April 1995
Skills
Series 65, Investment Advisor..., Mutual Funds, Wealth Management, Investments, Alternative Investments, Retirement Planning, Estate Planning, Asset Management, Strategic Financial..., Asset Allocation, Risk Management, Financial Planners, 401k, Retirement, Series 7, Portfolio Management, Business Development, Pensions, Retirement Plan..., CRM, Investment Strategies, Investment Management, Investment Advisory, Financial Markets, Financial Services
Education
Boston University 2008 — 2008
Certificate, Financial Planning
Texas Woman's University
B.S., Journalism, Cum Laude
Danielle Sherbertes's Smith Barney Experience 1995 - 1997
Job Manager at Massachusetts Securities Division
Industry Financial Services
Experience
Massachusetts Securities Division March 2004 - Present
Massachusetts Securities Division 2004 - Present
Office of Legislative Affairs January 2003 - October 2003
Tucker Anthony 2000 - 2002
Moors and Cabot 1997 - 2000
Smith Barney 1995 - 1997
Education
University of Massachusetts Boston 2005 — 2007
Masters, Public Affairs
Bridgewater State University 1990 — 1994
Bachelors, Political Science and History
Massachusetts Securities Division March 2004 - Present
Massachusetts Securities Division 2004 - Present
Office of Legislative Affairs January 2003 - October 2003
Tucker Anthony 2000 - 2002
Moors and Cabot 1997 - 2000
Smith Barney 1995 - 1997
Education
University of Massachusetts Boston 2005 — 2007
Masters, Public Affairs
Bridgewater State University 1990 — 1994
Bachelors, Political Science and History
Jack Dembowitz's Smith Barney Experience December 1984 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Smith Barney December 1984 - Present
Education
Drexel University - LeBow College of Business 1973 — 1975
MBA, Finance and Accounting
Brandeis University 1967 — 1971
BA, Politics
Smith Barney December 1984 - Present
Education
Drexel University - LeBow College of Business 1973 — 1975
MBA, Finance and Accounting
Brandeis University 1967 — 1971
BA, Politics
Monika Pradhan's Smith Barney Experience September 2006 - March 2007
Job Senior Account Executive at Stack Exchange
Industry Retail
Experience
Stack Exchange May 2015 - Present
Stack Exchange March 2015 - Present
Stack Exchange November 2014 - February 2015
Stack Exchange June 2013 - October 2014
Michael Kors December 2011 - May 2013
Bloomingdale's August 2011 - December 2011
Bloomingdale's July 2010 - August 2011
Bloomingdales April 2009 - August 2010
Bloomingdale's June 2007 - March 2009
Smith Barney September 2006 - March 2007
Skills
Fashion, Retail, Merchandising, Merchandise Planning, Trend Analysis, Apparel, Account Management, Retail Buying, Trend, Inventory Management, Microsoft Excel, PowerPoint, Sales Management
Education
Boston University 2003 — 2007
BA, Economics
Boston University: Instituto Internacional 2006 — 2006
Minor, Spanish
Westwood High School
Stack Exchange May 2015 - Present
Stack Exchange March 2015 - Present
Stack Exchange November 2014 - February 2015
Stack Exchange June 2013 - October 2014
Michael Kors December 2011 - May 2013
Bloomingdale's August 2011 - December 2011
Bloomingdale's July 2010 - August 2011
Bloomingdales April 2009 - August 2010
Bloomingdale's June 2007 - March 2009
Smith Barney September 2006 - March 2007
Skills
Fashion, Retail, Merchandising, Merchandise Planning, Trend Analysis, Apparel, Account Management, Retail Buying, Trend, Inventory Management, Microsoft Excel, PowerPoint, Sales Management
Education
Boston University 2003 — 2007
BA, Economics
Boston University: Instituto Internacional 2006 — 2006
Minor, Spanish
Westwood High School
Bill Liberti's Smith Barney Experience July 1987 - January 2006
Job Senior VP Investments at Coburn & Meredith
Industry Financial Services
Experience
Coburn & Meredith January 2006 - Present
Smith Barney July 1987 - January 2006
US Air Force May 1983 - June 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1987
Finance
Embry-Riddle Aeronautical University 1979 — 1983
BSAE, Aeronautical Engineering
Coburn & Meredith January 2006 - Present
Smith Barney July 1987 - January 2006
US Air Force May 1983 - June 1987
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1987
Finance
Embry-Riddle Aeronautical University 1979 — 1983
BSAE, Aeronautical Engineering
Colin Scanlon's Smith Barney Experience May 2008 - August 2008
Job Vice President at Vertical Capital
Industry Financial Services
Experience
Vertical Capital September 2012 - Present
Citigroup July 2010 - September 2012
ICAP June 2009 - August 2009
Legal Aid Society of Mid-New York June 2007 - August 2009
Smith Barney May 2008 - August 2008
Zogby International June 2004 - August 2008
Estate Planning Law Center June 2007 - September 2007
Skills
Equities, Investments, Finance, Hedge Funds, Bloomberg, Securities, Valuation
Education
Boston College 2007 — 2010
B.S., Economics, Business Administration
London School of Economics and Political Science 2008 — 2009
Economic History
Boston University 2006 — 2007
Economics, Political Science
Vertical Capital September 2012 - Present
Citigroup July 2010 - September 2012
ICAP June 2009 - August 2009
Legal Aid Society of Mid-New York June 2007 - August 2009
Smith Barney May 2008 - August 2008
Zogby International June 2004 - August 2008
Estate Planning Law Center June 2007 - September 2007
Skills
Equities, Investments, Finance, Hedge Funds, Bloomberg, Securities, Valuation
Education
Boston College 2007 — 2010
B.S., Economics, Business Administration
London School of Economics and Political Science 2008 — 2009
Economic History
Boston University 2006 — 2007
Economics, Political Science
Bradley Myles's Smith Barney Experience June 2008 - May 2009
Job Quantitative Risk Analyst at EverBank
Industry Banking
Experience
EverBank March 2014 - Present
EverBank June 2013 - March 2014
EverBank July 2012 - June 2013
New Capital Bank January 2011 - July 2012
Smith Barney June 2008 - May 2009
Skills
VBA, Mathematica, Portfolio Optimization, Security Analysis, Risk, Matlab, SPSS, Numerical Analysis, Statistics, Excel, Monte Carlo Simulation, Partial Differential..., Eviews, Portfolio Management, Linear Algebra, Mathematical Modeling, Applied Mathematics, Stochastic, Quantitative Finance, Fixed Income, Microsoft Excel, Financial Risk, QRM Modeling, Interest Rate Risk, Earnings Risk Simulation, Interest Rate Risk..., Bonds, Options, Statistical Modeling, MBS, Stochastic Methods, Interest Rate..., Stochastic Calculus, Derivatives, Financial Analysis, ALM, QRM, Quantitative Analytics, Hedging, Analysis, Bloomberg, Financial Markets, Market Risk, Financial Modeling
Education
Bradley University 2011 — 2012
M.S., Quantitative Finance
Bradley University 2008 — 2011
B.S., Finance; Minor: Mathematics
EverBank March 2014 - Present
EverBank June 2013 - March 2014
EverBank July 2012 - June 2013
New Capital Bank January 2011 - July 2012
Smith Barney June 2008 - May 2009
Skills
VBA, Mathematica, Portfolio Optimization, Security Analysis, Risk, Matlab, SPSS, Numerical Analysis, Statistics, Excel, Monte Carlo Simulation, Partial Differential..., Eviews, Portfolio Management, Linear Algebra, Mathematical Modeling, Applied Mathematics, Stochastic, Quantitative Finance, Fixed Income, Microsoft Excel, Financial Risk, QRM Modeling, Interest Rate Risk, Earnings Risk Simulation, Interest Rate Risk..., Bonds, Options, Statistical Modeling, MBS, Stochastic Methods, Interest Rate..., Stochastic Calculus, Derivatives, Financial Analysis, ALM, QRM, Quantitative Analytics, Hedging, Analysis, Bloomberg, Financial Markets, Market Risk, Financial Modeling
Education
Bradley University 2011 — 2012
M.S., Quantitative Finance
Bradley University 2008 — 2011
B.S., Finance; Minor: Mathematics
Joseph Zweig's Smith Barney Experience April 1980 - Present
Job sr. vice president at Smith Barney
Industry Financial Services
Experience
Smith Barney April 1980 - Present
etj corp. June 1972 - March 1980
carson pirie scott June 1969 - May 1972
Education
Bradley University 1967 — 1969
bs, marketing
Indiana University Bloomington 1964 — 1967
Smith Barney April 1980 - Present
etj corp. June 1972 - March 1980
carson pirie scott June 1969 - May 1972
Education
Bradley University 1967 — 1969
bs, marketing
Indiana University Bloomington 1964 — 1967
Ted Armstrong's Smith Barney Experience November 1992 - August 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Smith Barney November 1992 - August 2006
Education
Boise State University 1988 — 1991
BBA, Marketing
Wells Fargo Advisors, LLC August 2006 - Present
Smith Barney November 1992 - August 2006
Education
Boise State University 1988 — 1991
BBA, Marketing
Lee Chambliss, CSCP's Smith Barney Experience March 1998 - March 1999
Job Sr Complaince Officer
Industry Financial Services
Experience
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Stifel Financial Corp. July 2015 - Present
Sterne Agee 2006 - Present
Morgan Stanley March 1999 - August 2006
Smith Barney March 1998 - March 1999
Skills
Investments, Portfolio Management, Securities, Series 7, Financial Analysis, Asset Management, Risk Management, Equities, Mutual Funds, Options
Education
Birmingham-Southern College 1984 — 1988
Bachelor of Arts (B.A.), Economics
University of Alabama 1983 — 1984
none
Caroline Claps's Smith Barney Experience May 2009 - August 2009
Job Assistant Branch Manager at Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Bank of America June 2010 - August 2011
Merrill Lynch October 2009 - May 2010
Smith Barney May 2009 - August 2009
Schindler Elevator Corporation March 2009 - May 2009
J.Crew June 2007 - January 2009
Skills
Banking, Customer Service, Committed to Customer..., Data Analysis, Problem Solving, Leading Organizational..., Early Adopter, Coaching, Cash Handling Experience, Operational Excellence, Operational Risk, Risk Management, Organizational..., Multi Tasking, Organizational Change..., Sales Operations, Sales Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), Psychology
Fudan University 2008 — 2009
Chinese
Bank of America September 2011 - Present
Bank of America June 2010 - August 2011
Merrill Lynch October 2009 - May 2010
Smith Barney May 2009 - August 2009
Schindler Elevator Corporation March 2009 - May 2009
J.Crew June 2007 - January 2009
Skills
Banking, Customer Service, Committed to Customer..., Data Analysis, Problem Solving, Leading Organizational..., Early Adopter, Coaching, Cash Handling Experience, Operational Excellence, Operational Risk, Risk Management, Organizational..., Multi Tasking, Organizational Change..., Sales Operations, Sales Management
Education
Boston University 2006 — 2010
Bachelor of Arts (BA), Psychology
Fudan University 2008 — 2009
Chinese
Josh Cianciolo's Smith Barney Experience 2000 - 2008
Job Managed Account Marketing Strategy at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
TIAA-CREF September 2010 - Present
Library Foundation of Needham February 2010 - January 2013
Bank of America February 2008 - March 2009
Smith Barney 2000 - 2008
Lord Abbett 1997 - 2000
Skills
Unified Managed Accounts, UMA, Separately Managed..., Managed Accounts, SMA, Investment Advisory, Mutual Funds, Wealth Management, Series 7, Managing Accounts, Portfolio Management, Financial Advisory, Strategy, Asset Management, Investments, Investment Strategies, Series 63, Investment Management, Asset Allocation, Alternative Investments, Trading Systems, Hedge Funds, Emerging Markets, Management, Capital Markets, Private Equity, Strategic Financial..., Retirement, Wealth, Bonds, Options, Program Management, Financial Services, Analytics, 401k, Retirement Planning, Business Development, Equities, Trading, Fixed Income, Relationship Management, Financial Markets, Securities, Leadership, FINRA, Series 24, Wealth Management..., Uniform Combined State..., Product Management, Series 65
Education
Boston College 1991 — 1995
Providence Country Day
Larry Ip's Smith Barney Experience September 2007 - June 2008
Job VP of Special Projects at Wall St. Training
Industry Financial Services
Experience
Wall St. Training January 2012 - Present
Renovamen Capital June 2011 - January 2012
Wall St. Training May 2009 - December 2011
Dyrect Investing Ltd September 2008 - May 2009
Smith Barney September 2007 - June 2008
Skills
Equity Research, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Strategy, Business Strategy, Microsoft Word
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Hunter College High School 2002 — 2008
Wall St. Training January 2012 - Present
Renovamen Capital June 2011 - January 2012
Wall St. Training May 2009 - December 2011
Dyrect Investing Ltd September 2008 - May 2009
Smith Barney September 2007 - June 2008
Skills
Equity Research, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Strategy, Business Strategy, Microsoft Word
Education
Boston University - School of Management 2008 — 2012
BSBA, Finance
Hunter College High School 2002 — 2008
Barbara Bolshon's Smith Barney Experience October 1987 - April 1991
Job Executive Director at Young Israel of New Rochelle
Industry Nonprofit Organization Management
Experience
Young Israel of New Rochelle July 2009 - Present
UJA-Federation of New York March 2007 - July 2009
Congregation Or Zarua January 2002 - December 2006
Towers Perrin April 1991 - January 2001
Smith Barney October 1987 - April 1991
Merrill Lynch August 1980 - December 1983
Arthur D. Little July 1978 - July 1980
Skills
Board Development, Non-profits, Philanthropy, Volunteer Management, Program Development, Fundraising, Community Outreach, Community Organizing, Event Planning, Public Speaking, Donor Management, Strategic Planning, Program Management, Leadership, Marketing Strategy, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MBA
Brandeis University 1972 — 1975
BA, Math and Economcis
Young Israel of New Rochelle July 2009 - Present
UJA-Federation of New York March 2007 - July 2009
Congregation Or Zarua January 2002 - December 2006
Towers Perrin April 1991 - January 2001
Smith Barney October 1987 - April 1991
Merrill Lynch August 1980 - December 1983
Arthur D. Little July 1978 - July 1980
Skills
Board Development, Non-profits, Philanthropy, Volunteer Management, Program Development, Fundraising, Community Outreach, Community Organizing, Event Planning, Public Speaking, Donor Management, Strategic Planning, Program Management, Leadership, Marketing Strategy, Marketing
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
MBA
Brandeis University 1972 — 1975
BA, Math and Economcis
Kevin Colton, CFA's Smith Barney Experience June 1996 - July 1997
Job Consultant at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
Marjorie Almansi's Smith Barney Experience 1990 - 1996
Job CEO at Flying Point Consulting
Industry Internet
Experience
Able Construction, Inc. January 2013 - Present
E-commerce website November 2008 - May 2012
Pfizer 1998 - 2003
Deutsche Bank 1996 - 1998
Smith Barney 1990 - 1996
Education
Boston University
Bachelor's degree, Sociology
Able Construction, Inc. January 2013 - Present
E-commerce website November 2008 - May 2012
Pfizer 1998 - 2003
Deutsche Bank 1996 - 1998
Smith Barney 1990 - 1996
Education
Boston University
Bachelor's degree, Sociology
Kevin Sporer's Smith Barney Experience May 2004 - May 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney May 2004 - May 2009
Education
The College of New Jersey 2002 — 2006
Bachelor of Science, Finance
Bond University 2004 — 2004
Ameriprise Financial Services, Inc. May 2009 - Present
Smith Barney May 2004 - May 2009
Education
The College of New Jersey 2002 — 2006
Bachelor of Science, Finance
Bond University 2004 — 2004
David Cichan's Smith Barney Experience June 1992 - July 2007
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Smith Barney June 1992 - July 2007
Skills
Series 7, Wealth Management, Equities, Series 63, Alternative Investments, Fixed Income, Portfolio Management, Investments, Capital Markets, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Hedge Funds, Asset Managment, Investment Advisory, Series 65, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch July 2007 - Present
Smith Barney June 1992 - July 2007
Skills
Series 7, Wealth Management, Equities, Series 63, Alternative Investments, Fixed Income, Portfolio Management, Investments, Capital Markets, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Hedge Funds, Asset Managment, Investment Advisory, Series 65, Investment Strategies
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Benjamin Manley's Smith Barney Experience May 2006 - August 2006
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
AXA Advisors July 2013 - Present
Morgan Stanley Smith Barney July 2010 - July 2013
Koons Automotive Company July 2009 - February 2010
Watermoon May 2008 - August 2008
Northwestern Mutual Financial Network May 2008 - August 2008
Smith Barney May 2006 - August 2006
Skills
Sales, Finance, Customer Satisfaction, CRM, Insurance, Business Development, Financial Modeling, Data Analysis, Banking, Bloomberg, Investments, Leadership, Management, Project Management
Education
BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 2005 — 2009
Bachelor of Science, Business Administration; Finance
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance
Michael Abren's Smith Barney Experience May 2002 - December 2008
Job Registered Client Service Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Smith Barney May 2002 - December 2008
Education
Boston College 1998 — 2002
Finance and Marketing
MHS
UBS Financial Services, Inc. December 2008 - Present
Smith Barney May 2002 - December 2008
Education
Boston College 1998 — 2002
Finance and Marketing
MHS
Christopher Becerra's Smith Barney Experience May 2007 - August 2007
Job Closer Securities Analyst
Industry Investment Banking
Experience
Allstate December 2014 - Present
Citi October 2013 - December 2014
Nations Lending Corportation January 2013 - October 2013
The Detail Doctors December 2009 - January 2013
Safe Auto Insurance May 2009 - December 2009
Ten Minute Oil Changers June 2002 - August 2008
Smith Barney May 2007 - August 2007
Skills
Insurance, Team Building, Claim, Entrepreneurship, Sales, Customer Service, Finance, Marketing Strategy, Coaching
Education
Bizdom 2011 — 2011
Entrepreneurship/Entrepreneurial Studies
Bowling Green State University 2004 — 2008
BA, Interpersonal Communication, 3.0
Allstate December 2014 - Present
Citi October 2013 - December 2014
Nations Lending Corportation January 2013 - October 2013
The Detail Doctors December 2009 - January 2013
Safe Auto Insurance May 2009 - December 2009
Ten Minute Oil Changers June 2002 - August 2008
Smith Barney May 2007 - August 2007
Skills
Insurance, Team Building, Claim, Entrepreneurship, Sales, Customer Service, Finance, Marketing Strategy, Coaching
Education
Bizdom 2011 — 2011
Entrepreneurship/Entrepreneurial Studies
Bowling Green State University 2004 — 2008
BA, Interpersonal Communication, 3.0
Holly Crockett's Smith Barney Experience December 2005 - June 2009
Job Assistant Branch Manager at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Davenport & Company LLC April 2015 - Present
Morgan Stanley November 2010 - January 2015
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney December 2005 - June 2009
Legg Mason April 1995 - December 2005
Legg Mason February 1993 - March 1995
Legg Mason June 1987 - February 1993
Newport News Public Schools August 1983 - June 1987
Skills
Series 7, Securities, Wealth Management, Financial Advisory, Alternative Investments, Series 65, Series 63, Series 31, Series 8, FINRA, Series 24, Mutual Funds, Asset Allocation, 401k, Asset Management, Bonds, Equities, Estate Planning, Finance, Fixed Annuities, Investment Strategies, Retirement
Education
Bridgewater College 1978 — 1982
Bachelor of Arts (B.A.), History and Political Science
Orange County High School
Beth Conley's Smith Barney Experience April 1996 - April 2001
Job Director of Sales and Marketing
Industry Financial Services
Experience
SWBC 2010 - Present
JPMORGAN ASSET MANAGEMENT April 2001 - March 2010
SMITH BARNEY April 1996 - April 2001
Merrill Lynch May 1992 - April 1996
Skills
Sales, Insurance, Outlook, Marketing, Sales Management, Sales Operations, Series 7, Investments, Training, Business Development, Finance, Business Planning, Financial Services, Portfolio Management, Budgets
Education
Bowling Green State University 1985 — 1989
Bachelor of Science, Education
Fredericktown High School 1982 — 1985
SWBC 2010 - Present
JPMORGAN ASSET MANAGEMENT April 2001 - March 2010
SMITH BARNEY April 1996 - April 2001
Merrill Lynch May 1992 - April 1996
Skills
Sales, Insurance, Outlook, Marketing, Sales Management, Sales Operations, Series 7, Investments, Training, Business Development, Finance, Business Planning, Financial Services, Portfolio Management, Budgets
Education
Bowling Green State University 1985 — 1989
Bachelor of Science, Education
Fredericktown High School 1982 — 1985
Mark Goldman's Smith Barney Experience January 1990 - January 1996
Job Goldman Financial Solutions
Industry Financial Services
Experience
Wunderlich Securities March 2007 - Present
Capital Securities of America September 2002 - 2007
First Allied Securities February 1996 - September 2002
Smith Barney January 1990 - January 1996
Skills
Strategic Financial..., Small Business, Risk Management, Retirement Planning, Series 7, Financial Risk, Tax Free Income, Variable Annuities, ETFs, Alternative Investments, Wealth Management, Syndicate, Fixed Income Portfolio..., College Savings Plans, Investments, Financial Services, Finance, Management, Mutual Funds, Portfolio Management, Securities, Equities, Asset Management, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Retirement, Insurance, Investment Strategies, Financial Analysis, Fixed Income
Education
Binghamton University 1982 — 1986
BS Accounting, Accounting and Finance
State University of New York at Binghamton 1982 — 1986
BA, Accounting, Finance
Wunderlich Securities March 2007 - Present
Capital Securities of America September 2002 - 2007
First Allied Securities February 1996 - September 2002
Smith Barney January 1990 - January 1996
Skills
Strategic Financial..., Small Business, Risk Management, Retirement Planning, Series 7, Financial Risk, Tax Free Income, Variable Annuities, ETFs, Alternative Investments, Wealth Management, Syndicate, Fixed Income Portfolio..., College Savings Plans, Investments, Financial Services, Finance, Management, Mutual Funds, Portfolio Management, Securities, Equities, Asset Management, Asset Allocation, Series 63, Investment Advisory, Financial Advisory, Retirement, Insurance, Investment Strategies, Financial Analysis, Fixed Income
Education
Binghamton University 1982 — 1986
BS Accounting, Accounting and Finance
State University of New York at Binghamton 1982 — 1986
BA, Accounting, Finance
Jack Dowling's Smith Barney Experience June 1995 - February 1998
Job Strategic Account Manager at Highwinds
Industry Telecommunications
Experience
Highwinds July 2013 - Present
Cablevision January 2012 - July 2013
Simpson Capital November 2000 - January 2010
Advantage Testing September 1998 - November 2000
Smith Barney June 1995 - February 1998
Smith Barney February 1992 - June 1995
Skills
Trading, Electronic Trading, Trading Strategies, Analysis, Volatility, Traders, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
Boston College 1984 — 1988
Bachelor of Arts, Economics
Highwinds July 2013 - Present
Cablevision January 2012 - July 2013
Simpson Capital November 2000 - January 2010
Advantage Testing September 1998 - November 2000
Smith Barney June 1995 - February 1998
Smith Barney February 1992 - June 1995
Skills
Trading, Electronic Trading, Trading Strategies, Analysis, Volatility, Traders, Equities, Bloomberg, Portfolio Management, Capital Markets
Education
Boston College 1984 — 1988
Bachelor of Arts, Economics
Cindy Galle (Barba)'s Smith Barney Experience 1996 - 1997
Job Facilities Operations Manager at Park Avenue Armory
Industry Facilities Services
Experience
Park Avenue Armory February 2008 - March 2011
Park Avenue Armory 2008 - March 2011
NYC Department of Sanitation 2003 - 2008
City of New York, Department of Sanitation - Fresh Kills May 2004 - December 2007
City of New York, Department of Sanitation April 2001 - May 2004
NYC Department of Sanitation 2001 - 2003
NYC Department of Sanitation 1997 - 2001
Smith Barney 1996 - 1997
Skills
Strategic Planning, Budgets, Event Management, Contract Management, Project Planning, Analysis, Program Management
Education
Borough of Manhattan Community College 1997 — 1998
City University of New York City College 1996 — 1997
Borough of Manhattan Community College
Park Avenue Armory February 2008 - March 2011
Park Avenue Armory 2008 - March 2011
NYC Department of Sanitation 2003 - 2008
City of New York, Department of Sanitation - Fresh Kills May 2004 - December 2007
City of New York, Department of Sanitation April 2001 - May 2004
NYC Department of Sanitation 2001 - 2003
NYC Department of Sanitation 1997 - 2001
Smith Barney 1996 - 1997
Skills
Strategic Planning, Budgets, Event Management, Contract Management, Project Planning, Analysis, Program Management
Education
Borough of Manhattan Community College 1997 — 1998
City University of New York City College 1996 — 1997
Borough of Manhattan Community College
Shannon Franklin, PHR's Smith Barney Experience January 1992 - December 2003
Job Executive Assistant to the President and Secretary, Board of Education at Blue Mountain Community College
Industry Higher Education
Experience
Blue Mountain Community College February 2013 - Present
Blue Mountain Community College February 2004 - February 2013
Smith Barney January 1992 - December 2003
Shearson Lehman Brothers May 1982 - December 1991
Skills
Higher Education, Coaching, Policy, Leadership, Research, Microsoft Excel, E-Learning, Training, Fundraising, Community Outreach
Education
Blue Mountain Community College
Associate of Science (A.S.), Secretarial Science
Blue Mountain Community College February 2013 - Present
Blue Mountain Community College February 2004 - February 2013
Smith Barney January 1992 - December 2003
Shearson Lehman Brothers May 1982 - December 1991
Skills
Higher Education, Coaching, Policy, Leadership, Research, Microsoft Excel, E-Learning, Training, Fundraising, Community Outreach
Education
Blue Mountain Community College
Associate of Science (A.S.), Secretarial Science
Alex Pedraza's Smith Barney Experience 2002 - 2002
Job Founder Pango Credit
Industry Financial Services
Experience
Pango Credit January 2013 - Present
Aguamarina January 2007 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2007 - 2010
Credit Suisse 2004 - 2007
MobileLime 2003 - 2003
Smith Barney 2002 - 2002
Skills
Valuation, Start-ups, Investment Banking, Capital Markets, Credit, Mergers & Acquisitions, Private Equity, Financial Institutions, Structured Products, Emerging Markets, M&A execution, Valuation Analysis, Series 7, Loans, Financial Analysis, Financial Regulation, Securities Regulation, Corporate Finance, Due Diligence, Finance, Financial Modeling, Portfolio Management, Investments, Information Systems
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Dual Concentration in Finance and Management Information Systems
Pango Credit January 2013 - Present
Aguamarina January 2007 - Present
Credit Suisse 2011 - 2012
Credit Suisse 2007 - 2010
Credit Suisse 2004 - 2007
MobileLime 2003 - 2003
Smith Barney 2002 - 2002
Skills
Valuation, Start-ups, Investment Banking, Capital Markets, Credit, Mergers & Acquisitions, Private Equity, Financial Institutions, Structured Products, Emerging Markets, M&A execution, Valuation Analysis, Series 7, Loans, Financial Analysis, Financial Regulation, Securities Regulation, Corporate Finance, Due Diligence, Finance, Financial Modeling, Portfolio Management, Investments, Information Systems
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science (BS), Dual Concentration in Finance and Management Information Systems
steven weisberg's Smith Barney Experience June 1994 - February 2003
Job
Industry Financial Services
Experience
Raymond James October 2011 - Present
Morgan Stanley February 2003 - September 2011
Smith Barney June 1994 - February 2003
Skills
Fundamental Analysis, Technical Analysis, Equity Trading, Mutual Funds, Bloomberg, Financial Advisory, Securities, Series 7
Education
SUNY Binghamton 1970 — 1972
B.A.
Brooklyn College 1968 — 1970
Bachelor of Arts (B.A.), Economics
Raymond James October 2011 - Present
Morgan Stanley February 2003 - September 2011
Smith Barney June 1994 - February 2003
Skills
Fundamental Analysis, Technical Analysis, Equity Trading, Mutual Funds, Bloomberg, Financial Advisory, Securities, Series 7
Education
SUNY Binghamton 1970 — 1972
B.A.
Brooklyn College 1968 — 1970
Bachelor of Arts (B.A.), Economics
Gary Ben-Ezra, CFA®'s Smith Barney Experience October 2004 - April 2007
Job Senior Vice PresidentInvestment Officer at The Oak Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2007 - Present
Smith Barney October 2004 - April 2007
Enterprise Investments May 1997 - October 2004
PwC June 1995 - May 1997
Education
Boston University 1995 — 1996
Master of Business Administration (MBA), Business with concentration in Accounting
Union College 1991 — 1995
Bachelor of Arts (BA), Economics
Wells Fargo Advisors April 2007 - Present
Smith Barney October 2004 - April 2007
Enterprise Investments May 1997 - October 2004
PwC June 1995 - May 1997
Education
Boston University 1995 — 1996
Master of Business Administration (MBA), Business with concentration in Accounting
Union College 1991 — 1995
Bachelor of Arts (BA), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.