Smith Barney Brokerage Firm

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Smith Barney Brokerage Firm Employees

Employee
Years
Job
Industry
Dean Howell Dean Howell Portland, Oregon Details
Dean Howell's Smith Barney Brokerage Firm Experience January 1972 - May 2005
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  November 2013 - Present
Morgan Stanley  May 2005 - November 2013
Smith Barney Brokerage Firm   January 1972 - May 2005

Education
Portland State University   1966 — 1972
Bachelor's degree, Business Administration and Management, General

Greg Pang Greg Pang Mclean, Virginia Details
Greg Pang's Smith Barney Brokerage Firm Experience 1993 - 2003
Job Financial Consultant at Capital One Financial Advisors
Industry Financial Services
Experience
Capital One  2003 - Present
Smith Barney Brokerage Firm   1993 - 2003
Prudential Financial  1989 - 1993

Skills
Financial Services, Relationship Management, Banking, Risk Management

Education
Colgate University   1983 — 1987
Bachelor of Arts (B.A.), Economics

Stephen F Sypek Stephen F Sypek Greater Boston Area Details
Stephen F Sypek's Smith Barney Brokerage Firm Experience December 1999 - April 2006
Job Vice President Wealth Management, Financial Advisor
Industry Financial Services
Experience
UBS  June 2011 - Present
Deutsche Bank  April 2006 - May 2011
Smith Barney Brokerage Firm   December 1999 - April 2006

Education
Providence College   1980 — 1984
Bachelor of Science (BS), Finance

Daniel P. Feldstein, CFP ® Daniel P. Feldstein, CFP ® Greater Chicago Area Details
Daniel P. Feldstein, CFP ®'s Smith Barney Brokerage Firm Experience December 2000 - February 2005
Job Senior Financial Advisor at BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors  February 2005 - Present
BMO Harris Financial Advisors  2005 - Present
Smith Barney Brokerage Firm   December 2000 - February 2005

Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Portfolio Management, Financial Planning, Mutual Funds

Education
Arizona State University   1991 — 1995
Bachelor of Science (B.S.), Marketing

Glenn McNorton Glenn McNorton Sarasota, Florida Details
Glenn McNorton's Smith Barney Brokerage Firm Experience October 2006 - March 2009
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   January 2015 - Present
Wells Fargo Advisors  March 2009 - January 2015
Smith Barney Brokerage Firm   October 2006 - March 2009
Florida Institute of CPAs (FICPA)   January 2000 - June 2002

Skills
Investments, Financial Services, Financial Advisory, Asset Allocation, Investment Strategies, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Retirement-Plan..., Multigenerational..., Insurance, Wealth Management...

Education
Florida Southern College   1983 — 1984
Bachelor of Science (BS), Accounting and Finance

South Florida Community College   1981 — 1982
Associate of Arts (A.A.), Business/Accounting

Cherita Montgomery Cherita Montgomery Dallas, Texas Details
Cherita Montgomery's Smith Barney Brokerage Firm Experience September 2000 - September 2009
Job Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management  April 2012 - Present
Smith Barney Brokerage Firm   September 2000 - September 2009

Education
Texas A&M University   1986 — 1990
Bachelor of Arts (B.A.), Journalism

Jennifer Socha Jennifer Socha Weston, Connecticut Details
Jennifer Socha's Smith Barney Brokerage Firm Experience 1995 - 1997
Job Educational Consultant
Industry Education Management
Experience
Self-employed  September 2003 - Present
Eastchester School District  1999 - 2004
St. David's School   1997 - 1999
Smith Barney Brokerage Firm   1995 - 1997

Skills
ACT/SAT Preparation, Writing and Reading..., College Admissions..., College Essays, Executive Function...

Education
New York University   1997 — 1999
Master of Arts (MA), English/Language Arts Teacher Education

St. John's University   1991 — 1994
Bachelor of Arts (BA), English Language and Literature

Paul C. Namm Paul C. Namm Greater New York City Area Details
Paul C. Namm's Smith Barney Brokerage Firm Experience September 1991 - February 1999
Job First Vice PresidentWealth Management, Senior Portfolio Manager
Industry Financial Services
Experience
UBS  February 1999 - Present
HCPLive  February 1992 - December 2004
Smith Barney Brokerage Firm   September 1991 - February 1999
AAMCO Transmissions and Total Car Care  February 1982 - February 1984
PNC  February 1978 - February 1981
Hillshire Brands  February 1973 - February 1977

Education
Pace University - Lubin School of Business   1980 — 1982
MBA, Executive Management Program

Baruch College, City University of New York (CUNY)   1964 — 1969
BBA, Accounting

Midwood High School   1961 — 1964
ACADEMIC

Anthony Monaco Anthony Monaco Greater New York City Area Details
Anthony Monaco's Smith Barney Brokerage Firm Experience 2004 - 2008
Job Vice President Head of Business Development and Strategy at HTx Services LLC
Industry Information Technology and Services
Experience
HTx Services LLC  March 2015 - Present
Grange Technology Management Corporation   January 2013 - February 2015
Morgan Stanley  June 2009 - October 2012
Citi  2008 - 2009
Smith Barney Brokerage Firm   2004 - 2008

Skills
IT Service Management, Risk Management, Securities, ITIL Process, Asset Management, Desktop Support..., Vendor Management, Business Analysis, Program Management, SDLC, IT Management, IT Strategy, Process Improvement, Disaster Recovery

Education
State University of New York Empire State College
Bachelor's Degree, Business Administration, Management and Operations

Coleen Reinhardt Coleen Reinhardt Greater Pittsburgh Area Details
Coleen Reinhardt's Smith Barney Brokerage Firm Experience August 1992 - April 1998
Job National & Digital Sales Coordinator at CBS Radio
Industry Marketing and Advertising
Experience
CBS Radio  April 1998 - Present
PartyLite Gifts Ltd.  March 2006 - February 2009
Smith Barney Brokerage Firm   August 1992 - April 1998
Dollar Bank, FSB  September 1988 - July 1992

Skills
Google Analytics IQ..., Marketing, Digital Marketing, Advertising, Event Planning, Media Planning, Digital Media, Microsoft Office, Radio Advertising, Client Relations, Account Management, Social Media, CRM, Sales Presentations, Broadcast, Integrated Marketing, Online Marketing, Event Management, Public Speaking, Radio Production, Photoshop, Microsoft Excel, SharePoint, WavePad, HTML, Marketing Communications, Radio Promotions, PowerPoint, Social Media Marketing, Social Networking, Marketing Strategy

Education
Point Park University   1999 — 2001
Bachelor of Arts (B.A.), Journalism/Mass Communications, 4.0

Community College of Allegheny County   1997 — 1999
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Carlynton

Hillary Henderson Hillary Henderson San Diego, California Details
Hillary Henderson's Smith Barney Brokerage Firm Experience October 2005 - May 2009
Job Vice President; Preferred Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  September 2013 - Present
Merrill Edge  January 2013 - September 2013
Merrill Lynch  May 2009 - January 2013
Smith Barney Brokerage Firm   October 2005 - May 2009
US Navy  December 2001 - October 2005

Skills
Management, Marketing, Public Speaking, Leadership, Microsoft Office, Social Media, Investments, Customer Service, Program Management, Financial Analysis

Education
University of Arizona   1997 — 2001
Bachelor of Business Administration (B.B.A.), Business & Public Administration

James Fernandez, CRPC® James Fernandez, CRPC® New York, New York Details
James Fernandez, CRPC®'s Smith Barney Brokerage Firm Experience July 2007 - November 2008
Job Wealth Management Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management  November 2008 - Present
Smith Barney Brokerage Firm   July 2007 - November 2008

Education
Allegheny College
BS, Mathematics

Amy Irving Amy Irving Miami/Fort Lauderdale Area Details
Amy Irving's Smith Barney Brokerage Firm Experience July 2002 - August 2003
Job Marketing, Communications and Development Consultant
Industry Marketing and Advertising
Experience
Prescott Media   January 2014 - Present
Isabelle Media   January 2008 - Present
Morgan Stanley Investment Management  January 2005 - January 2007
UBS Wealth Management  September 2004 - December 2005
Smith Barney Brokerage Firm   July 2002 - August 2003

Skills
Editing, Blogging, Creative Writing, Copy Editing, Social Media, Proofreading, Research, Public Speaking, Journalism, Microsoft Office, Public Relations, Teaching, Editorial, Storytelling, Social Networking, Press Releases, Web Content

Education
Emory University
Creative writing

Emory University - Goizueta Business School
Finance/operations management

Stuyvesant

Casey Burgess Casey Burgess Greater Denver Area Details
Casey Burgess's Smith Barney Brokerage Firm Experience 2004 - 2004
Job Branch Manager at Enterprise RentACar
Industry Automotive
Experience
Enterprise Rent-A-Car  February 2009 - Present
Enterprise Rent-A-Car  January 2008 - February 2009
Enterprise Rent-A-Car  April 2007 - January 2008
Cave of the Winds  May 2005 - April 2007
Smith Barney Brokerage Firm   2004 - 2004

Skills
Sales, Customer Retention, Training, Management, Marketing

Education
University of Northern Colorado   2001 — 2005
Bachelor of Science (B.S.), Business Administration/Finance

lori Stoutenburg (Lancaster) lori Stoutenburg (Lancaster) Los Angeles, California Details
lori Stoutenburg (Lancaster)'s Smith Barney Brokerage Firm Experience March 2000 - March 2005
Job Senior Editor at Raked Magazine
Industry Events Services
Experience
How We Roll Productions   Senior EditorRaked MagazineFebruary 2015 - Present
Passing Lane Productions   January 2015 - Present
East of Byzantium   May 2014 - October 2014
Million Dollar Date   August 2013 - November 2013
National Geographic  January 2009 - April 2009
National Geographic  2008 - 2008
National Geographic  March 2005 - July 2005
Smith Barney Brokerage Firm   March 2000 - March 2005
Alex. Brown & Sons   January 1991 - March 2000

Skills
Production Design, Hold Series 7, Series 8, Video Production, Harley Davidson, Motorcycle Industry

Education
University of California, Los Angeles   1994 — 1995
HTML / Web programming

Eastern Michigan University   1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting Information Systems

Greg Gallop Greg Gallop Los Angeles, California Details
Greg Gallop's Smith Barney Brokerage Firm Experience August 2000 - November 2002
Job Retired Banker
Industry Financial Services
Experience
Retired  November 2013 - Present
Citi  May 2006 - November 2013
U.S. Bank   November 2002 - May 2006
Smith Barney Brokerage Firm   August 2000 - November 2002
First Union (Wells Fargo)   March 1998 - November 1999
First Union  October 1992 - March 1998
American Savings Bank, FSB  September 1989 - October 1992
American Savings Bank, FSB  March 1986 - September 1989
American Savings Bank, FSB  May 1985 - March 1986

Skills
Relationship Management, Financial Services, Portfolio Management, Branch Banking, Cross Selling, Small Business Lending, Wealth Management, Investments, Sales, Leadership, Risk Management, Credit, Business Development, Customer Service, Management

Education
Washington University in St. Louis   1979 — 1983
Bachelor's degree, Spanish Language and Literature

Universidad Complutense de Madrid   1981 — 1982
Year Abroad, Spanish Language and Literature

Gerald Norris CFP®, CIMA®, CRPC® Gerald Norris CFP®, CIMA®, CRPC® Greater Detroit Area Details
Gerald Norris CFP®, CIMA®, CRPC®'s Smith Barney Brokerage Firm Experience January 1981 - December 1988
Job Financial AdvisorSenior Vice President Wealth Management with Norris Wealth Management Group at UBS
Industry Financial Services
Experience
UBS Wealth Management  January 1989 - Present
UBS Wealth Management  January 1989 - December 2007
UBS Wealth Management  January 2000 - June 2006
UBS Paine Webber  January 1989 - December 2004
PaineWebber  January 1989 - December 2000
Smith Barney Brokerage Firm   January 1981 - December 1988

Education
Ferris State University   1973 — 1978
Bachelor of Science; Associates, Pharmacy, Business

Bynum Satterwhite Bynum Satterwhite Greenville, North Carolina Details
Bynum Satterwhite's Smith Barney Brokerage Firm Experience 1984 - 1996
Job Vice President, Investments at Raymond James and Associates
Industry Investment Management
Experience
Raymond James and Associates  September 2014 - Present
Capital Investment Counsel  1996 - 2014
Smith Barney Brokerage Firm   1984 - 1996
ETHICON Johnson & Johnson  1982 - 1984
Lukens Steel Company  1979 - 1982

Skills
Portfolio Management, Wealth Management, Finance, Retirement Planning, Financial Analysis, Financial Planning, Mutual Funds, Asset Management, Securities, Equities

Education
University of North Carolina at Chapel Hill   1975 — 1979
Bachelor of Business Administration (B.B.A.)

Russell Burch Russell Burch Spartanburg, South Carolina Details
Russell Burch's Smith Barney Brokerage Firm Experience 1973 - 1974
Job Computer Software Consultant Michelin Aircraft
Industry Automotive
Experience
Michelin  1998 - Present
Burch Advantage Computing   1999 - 2015
Innovak International Inc   1977 - 1991
USC Upstate  1975 - 1977
Spartanburg High School  1975 - 1976
Smith Barney Brokerage Firm   1973 - 1974
Spartanburg Methodist College  1971 - 1973

Skills
IBM iSeries, Self Published Author, Information Analyst, Computer Startups

Education
University of South Carolina-Columbia   1970 — 1973
Master's degree, Economics

Wofford College   1968 — 1970
AB, Economics

United States Naval Academy   1966 — 1968
Mathematics

Gene Berezin Gene Berezin Brooklyn, New York Details
Gene Berezin's Smith Barney Brokerage Firm Experience August 1999 - December 2000
Job Developer/Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  October 2008 - May 2015
Department of Finance  June 2006 - July 2008
JPMorgan Chase  July 2005 - October 2005
Pershing, a BNY Mellon company  October 2004 - May 2005
UBS  December 2000 - August 2004
UBS  December 2000 - August 2004
Smith Barney Brokerage Firm   August 1999 - December 2000

Skills
COBOL, Business Analysis, SDLC, User Acceptance Testing, Business Requirements, Requirements Analysis, SQL, Requirements Gathering, JCL, Visio, CICS, DB2, Data Warehousing, Data Modeling, Microsoft SQL Server, VSAM, Agile Methodologies, JIRA, Integration, Quality Assurance, Quality Center, Waterfall, SAS, MQ Series, Data Analysis, HP Quality Center

Education
Globe Institute of Technology   1996 — 1997
Associate's degree, Information Technology

St. Petersburg, Russia   1979 — 1984
Combine Bachelor’s and Master’s Degree in Civil Engineering, Civil Engineering

Viinitsa, the Ukraine   1969 — 1979
High School diploma, math, physics

Jessica Levandowski Jessica Levandowski Washington, District Of Columbia Details
Jessica Levandowski's Smith Barney Brokerage Firm Experience June 2007 - August 2007
Job Digital Director at House Oversight and Government Reform Committee Democratic Staff
Industry Political Organization
Experience
House Oversight and Government Reform Committee - Democratic Staff   January 2015 - Present
Democratic Party of Arkansas - Senator Mark Pryor - Congressman Mike Ross - James Lee Witt   July 2014 - December 2014
Monica Vernon for Congress   2014 - 2014
League of Conservation Voters  2013 - 2014
Democratic Party of Wisconsin - Senator Tammy Baldwin   2012 - 2012
Orion Engineered Systems of Minnesota   2010 - 2012
JR Creations Management   2010 - 2010
Stifel Bank & Trust  June 2009 - August 2009
Citi Smith Barney  June 2008 - September 2008
Smith Barney Brokerage Firm   June 2007 - August 2007

Skills
HTML, CSS, Drupal, Wordpress, Website Creation, Phone App Development, Dreamweaver, Phone Gap Build, CMS, CRM, Salsa, Emma, VAN, NGP, TargetSmart, Convio, Nation Builder, Act Blue, Critical Mention, Photoshop, Illustrator, After Effects, Audition, Premiere Pro, InDesign, Edge Code, Lightroom, Flash, Encode, Video Creation, Video Editing, Audio Editing, Prezi, Word, Excel, PowerPoint, One Note, Access

Education
Penn State University
Psychology

Kelly Nocher Riepe, CFP® Kelly Nocher Riepe, CFP® Baltimore, Maryland Area Details
Kelly Nocher Riepe, CFP®'s Smith Barney Brokerage Firm Experience December 2005 - April 2007
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  May 2011 - Present
Feats Inc.  July 2010 - December 2010
Kenan-Flagler Business School  July 2008 - May 2010
Bank of America  June 2009 - August 2009
Bandwidth.com  May 2009 - June 2009
Credit Suisse Private Bank  April 2007 - October 2007
Smith Barney Brokerage Firm   December 2005 - April 2007

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
MBA, General Management

The Tuck School of Business at Dartmouth   2005 — 2005
n/a, Business Bridge Program

Dickinson College   2002 — 2005
BA, Policy Studies, Political Science

St. Paul's School for Girls   1997 — 2001

Gordon Burns Gordon Burns Charlotte, North Carolina Area Details
Gordon Burns's Smith Barney Brokerage Firm Experience August 1994 - November 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  November 2009 - Present
Smith Barney Brokerage Firm   August 1994 - November 2009
Nationsbank Securities   September 1986 - August 1994
E F Hutton & Co Inc   May 1975 - September 1986
Hornblower & Weeks, Hemphill Noyes brokerage firm   March 1971 - May 1975

Skills
Wealth Management, Retirement Planning, Portfolio Management, Asset Allocation, Investment Advisory, Financial Advisory, Securities, Mutual Funds, Series 7, Series 63

Education
Duke University   1961 — 1966
Bachelor’s Degree, Political Science and Government

Steve Saucier Steve Saucier Ocala, Florida Area Details
Steve Saucier's Smith Barney Brokerage Firm Experience 1988 - 2006
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James  2006 - Present
Smith Barney Brokerage Firm   1988 - 2006

Education
Mississippi State University   1979 — 1980
Master of Business Administration (MBA)

Christopher Ayer Christopher Ayer Greater Boston Area Details
Christopher Ayer's Smith Barney Brokerage Firm Experience April 2004 - August 2008
Job Senior VP Investments, Wealth Advisor at UBS
Industry Financial Services
Experience
UBS  August 2008 - Present
Smith Barney Brokerage Firm   April 2004 - August 2008

Skills
Investments, Strategic Planning, Advanced Estate Planning, Pre-liquidity Planning...

Education
Dartmouth College   1994 — 1995
Master of Arts in Liberal Studies Program

Gordon College   1989 — 1992
BA, Political Science

Steve Goldenberg Steve Goldenberg San Francisco Bay Area Details
Steve Goldenberg's Smith Barney Brokerage Firm Experience March 1991 - March 1996
Job Executive DirectorInvestments
Industry Investment Management
Experience
Oppenheimer & Co. Inc.   March 1996 - Present
Smith Barney Brokerage Firm   March 1991 - March 1996
Software Publishing Corporation  January 1987 - March 1991
Mircopro   December 1981 - December 1986
ZadoCorp International   December 1968 - December 1982

Skills
401k Rollovers, Wealth Management..., Investments Strategies, Retirement, Stock Due Diligence, Fixed Income Strategies, Deferred Compensation..., Financial Advisory, Financial Services, Retirement-Plan..., Multigenerational..., Investments, Insurance, Asset Allocation

Education
Stanford University   2012 — 2013
Continuing Education

Notre Dame   1980 — 1982
MBA

Menlo College   1976 — 1980
BS

The Cate School
High School Diploma

Harold Hodgson Harold Hodgson Greater New York City Area Details
Harold Hodgson's Smith Barney Brokerage Firm Experience 1986 - 2001
Job Solutions Architect at ICF International
Industry Computer Software
Experience
ICF International  September 2013 - Present
Reed Elsevier  April 2011 - June 2013
Bank of America  2010 - 2011
Alliance Times   2009 - 2010
AOL  2008 - 2009
NY & Co.   2007 - 2008
J.Crew Group, Inc.   2005 - 2007
Bookspan  2004 - 2005
Smith Barney Brokerage Firm   1986 - 2001
Smith Barney Brokerage Firm   1986 - 2001

Skills
ATG, Java, JBoss Application Server, Java Enterprise Edition, JSP, Agile Methodologies, Ant, Servlets, Struts, JMS, JDBC, Web Services, ATG Dynamo, E-commerce, Spring, Spring Framework, Weblogic, Hybris Platform, Github, SDLC

Education
City University of New York-Brooklyn College   1983 — 1996

Robert Cardone Robert Cardone Greater New York City Area Details
Robert Cardone's Smith Barney Brokerage Firm Experience January 1989 - March 1991
Job VP and Controller at Remedy Partners
Industry Financial Services
Experience
Remedy Partners  March 2015 - Present
OTR Global  November 2010 - March 2015
Siemens Healthcare Diagnostics  April 2007 - November 2010
Russell Reynolds Associates  March 2006 - April 2007
Premcor Refining  2004 - 2006
Instinet Incorporated  January 2000 - December 2003
Instinet Incorporated  April 1994 - December 1999
Instinet Incorporated  March 1991 - April 1994
Smith Barney Brokerage Firm   January 1989 - March 1991
Arthur Andersen & Co.   September 1987 - January 1989

Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Analysis, Forecasting, Risk Management, Accounting, Managerial Finance, Process Improvement, Variance Analysis, Financial Modeling, Internal Controls, Hyperion Enterprise, SAP, General Ledger, Hyperion

Education
Iona College   1983 — 1987
Bachelor of Business Administration (BBA), Public Accounting

James Garvey James Garvey Greater New York City Area Details
James Garvey's Smith Barney Brokerage Firm Experience June 1991 - April 1994
Job Former MD at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  May 2000 - May 2014
Banco Santander  May 1996 - April 2000
ABN AMRO Bank N.V.   April 1995 - May 1996
BBVA Bancomer  April 1994 - April 1995
Smith Barney Brokerage Firm   June 1991 - April 1994

Skills
Investment Banking, Capital Markets, Fixed Income, Derivatives, Credit Derivatives, Prime Brokerage, Loan Origination, Structured Finance, Equities, Banking, Equity Derivatives, Structured Products, MBS, ABS, Financial Structuring, CDS, FX Options, Operational Risk, Swaps, Middle Office, Securitization, Bonds

Education
American University   1986 — 1988
Master of Business Administration (MBA), International Business

Saint Michael's College   1982 — 1986
Bachelor's degree, Business Administration and Management, General

Kevin Banks, MBA Kevin Banks, MBA Washington D.C. Metro Area Details
Kevin Banks, MBA's Smith Barney Brokerage Firm Experience 2004 - 2006
Job Recent MBA graduate with progressive experience in business development, training and management
Industry Financial Services
Experience
Georgetown Events  July 2014 - Present
First Savings Bank of Perkasie  August 2010 - July 2014
Huntingdon Valley Bank  April 2007 - August 2010
Smith Barney Brokerage Firm   2004 - 2006

Skills
Leadership, Management, Sales, Selling, Coaching, Sales Management, Investments, Cross Selling, Team Building, Strategic Planning, Business Development, Team Leadership, Portfolio Management, Budgets, Operations Management, Retail Banking, Marketing Strategy, New Business Development, Account Management, Finance, Microsoft Office, Process Improvement, Fundraising, Project Management, Marketing Communications, Public Speaking, Customer Retention, Human Capital Management, Business Analytics, Change Management, Organizational..., Customer Service, Strategy, Sales Operations, Marketing, CRM, Social Media, Financial Services, Social Networking, Banking

Education
Ohio University   2013 — 2015
Master of Business Administration (M.B.A.), Executive Management, 3.3

Penn State University   2010 — 2013
Bachelors of Science, Organizational Leadership, 3.45

Ward Melville
Regents

Jack Inserra Jack Inserra Greater New York City Area Details
Jack Inserra's Smith Barney Brokerage Firm Experience January 1988 - January 2006
Job First Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS  February 2006 - Present
Smith Barney Brokerage Firm   January 1988 - January 2006

Skills
Wealth Management, Series 7, Strategic Planning, Leadership, Series 63, Management, Portfolio Management, Asset Allocation, Asset Management, Marketing

Education
Penn State University   1981 — 1985

Laura Bruckner Laura Bruckner Greater New York City Area Details
Laura Bruckner's Smith Barney Brokerage Firm Experience November 1994 - December 1995
Job Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  July 1996 - Present
Smith Barney Brokerage Firm   November 1994 - December 1995

Skills
Management, Business Analysis, Equities, Finance, Fixed Income, Program Management, Project Management, Risk Management, SDLC

Education
St. Francis College
BS in Mathematics

University of Washington
Associate of Science (A.S.), Project Management

Anthony Purpero Anthony Purpero Santa Barbara, California Area Details
Anthony Purpero's Smith Barney Brokerage Firm Experience January 1993 - January 2005
Job Senior Financial Advisor at Partnervest Financial Group LLC/Financial Planning Specialist/Partner
Industry Financial Services
Experience
Partnervest Financial Group, LLC  January 2005 - Present
Partnervest Advisory Services LLC   January 2005 - Present
Smith Barney Brokerage Firm   January 1993 - January 2005
Shearson American Express  January 1984 - January 1993
Shearson Lehman Hutton Ifg   January 1982 - January 1984
Partnervest Advisory Services LLC   January 1978 - January 1982

Skills
Securities, Insurance, Mutual Funds, Finance, Financial Services, Strategic Financial..., Retirement Planning, Series 7, Investments, Series 63, Asset Allocation, Investment Advisory, Wealth Management, ETFs, Series 6, Alternative Investments, Series 65

Education
Private Planning Services, New York, NY,
FPS Training and Designation Program, Financial Planning Specialst Designation

Cosulting Group Univesity, New York, NY
Senior Portfolio Management Diploma

Smith Barney Shearson
Portfolio Management Diploma

Chicago Board of Trade
Registered Commodity Representative Certificate

Southern Oregon University
Emphasis in Math, Finance, Biological Science

Southern Oregon University
Teaching Certificate

University of Utah
Bachelor of Science (B.S.)

David Litman David Litman Washington D.C. Metro Area Details
David Litman's Smith Barney Brokerage Firm Experience March 1998 - October 2007
Job First Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management  September 2007 - Present
Smith Barney Brokerage Firm   March 1998 - October 2007

Education
Tulane University - A.B. Freeman School of Business   1981 — 1985
BSM, Finance & Accounting

Joseph Penczak Joseph Penczak Greater New York City Area Details
Joseph Penczak's Smith Barney Brokerage Firm Experience October 1987 - April 1989
Job Artistic Director at Troupe of Friends
Industry Entertainment
Experience
troupe of friends   April 2005 - Present
New York City/ Tri-State Area   1993 - Present
First Boston Corporation  April 1992 - April 1993
Merrill Lynch  October 1990 - April 1992
Smith Barney Brokerage Firm   October 1987 - April 1989

Skills
Theatre, Stage, Choreography, Performing Arts, Acting, Directing, Festivals, Arts Administration, Musical Theatre, Comedy, Shakespeare, Nonprofits, Editing, Creative Writing, Film, Entertainment, Teaching, Writing, Project Management

Education
NY Institute of Finance
Certificate, Brokerage

New York University
CICS Systems Architecture and Design

Rutgers, The State University of New Jersey-Newark
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies

Securities Training Corp
Series 7, Brokerage

The Chubb Institue
Certificate, Computer Programming, Specific Applications

Thomas Edison State College
Bachelor of Arts (B.A.), Mathematics

international Institute of Finance
PMP, Project Management

Thomas Popp Thomas Popp New York, New York Details
Thomas Popp's Smith Barney Brokerage Firm Experience April 1994 - November 1994
Job Managing Director Compliance Officer at Convergex Group
Industry Financial Services
Experience
Convergex Group  February 2005 - Present
BNY Mellon  February 2003 - February 2005
Merrill Lynch  November 1994 - February 2003
Smith Barney Brokerage Firm   April 1994 - November 1994
New York Mercantile Exchange  December 1991 - April 1994
Internal Revenue Service  June 1990 - December 1990

Skills
Securities, Series 7, Compliance, Series 63, Investments, Electronic Trading, Asset Management, Trading Systems, Financial Risk, Hedge Funds, Financial Services, Risk Management, Capital Markets, Equities, Financial Markets, Equity Trading, Management

Education
State University of New York College at Fredonia   1987 — 1989
Finance, General

Lynn Sperandeo Lynn Sperandeo Greater New York City Area Details
Lynn Sperandeo's Smith Barney Brokerage Firm Experience September 2004 - August 2006
Job Financial Advisor and Managing Director at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC  September 2006 - Present
Smith Barney Brokerage Firm   September 2004 - August 2006
Credit Suisse  2000 - September 2004
Donaldson, Lufkin & Jenrette   November 1979 - 2000

Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory

Education
LIU Brooklyn   1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology

Brian Scarberry Brian Scarberry Greater St. Louis Area Details
Brian Scarberry's Smith Barney Brokerage Firm Experience June 2005 - April 2010
Job Complex Supervisory Officer at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management  August 2012 - Present
UBS Wealth Management  July 2010 - August 2012
Smith Barney Brokerage Firm   June 2005 - April 2010

Education
The University of Memphis

University of Mississippi

Dmitriy Kelmenson Dmitriy Kelmenson Brooklyn, New York Details
Dmitriy Kelmenson's Smith Barney Brokerage Firm Experience February 2004 - June 2009
Job IT Project Manager, VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley  June 2009 - Present
Smith Barney Brokerage Firm   February 2004 - June 2009
KEANE  June 1997 - February 2004

Skills
Leadership, Wealth Management, Project Management, Vendor Management, Asset Management, Investment Banking, Management, Portfolio Management, Equities, SDLC, Requirements Analysis, Business Analysis, Process Improvement, Risk Management, Financial Services, Fixed Income, Program Management, Integration, Mutual Funds

Education
City University of New York-Brooklyn College   1993 — 1996
Computer Science

Heather E. Hayes Heather E. Hayes Ponte Vedra Beach, Florida Details
Heather E. Hayes's Smith Barney Brokerage Firm Experience January 1995 - June 2009
Job Account Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS  November 2011 - Present
LPL Financial  June 2009 - November 2011
Smith Barney Brokerage Firm   January 1995 - June 2009

Education
State University of New York at Canton
Business Administration

Larry Vignali Larry Vignali Alexandria, Virginia Details
Larry Vignali's Smith Barney Brokerage Firm Experience April 1994 - April 1997
Job Director of Business Development at BrunsPak
Industry Financial Services
Experience
Bruns-Pak  August 2011 - Present
Vincere Group   March 2006 - Present
Hatteras Investments   April 2006 - 2009
BB&T  March 2001 - March 2006
Mercantile Bank  January 1997 - January 2001
Smith Barney Brokerage Firm   April 1994 - April 1997
GSA  May 1991 - April 1994
U.S. Peace Corps   April 1989 - April 1991

Skills
Sales, Strategic Partnerships, Strategic Planning, Business Development, Strategy, Business Strategy, New Business Development, Start-ups, Entrepreneurship, Management Consulting, Management, Sales Management, Leadership, Program Management, Business Planning, CRM, Contract Negotiation, Marketing Strategy

Education
Gettysburg College   1980 — 1983
Bachelor of Arts (B.A.)

Gettysburg College   1979 — 1983

Angelynn Harrison-Satterwhite Angelynn Harrison-Satterwhite Richmond, Virginia Area Details
Angelynn Harrison-Satterwhite's Smith Barney Brokerage Firm Experience August 1990 - October 1994
Job Independent Contractor at Working Solutions
Industry Consumer Services
Experience
Working Solutions  June 2015 - Present
Sykes  September 2008 - October 2014
Progressive Nursing Staffers  2002 - 2005
Online Resources  June 1999 - November 2000
First Union National Bank  June 1998 - February 1999
First Union Brokerage  August 1997 - June 1998
Microdyne  April 1995 - June 1997
Sterling Capital Management LLC  October 1994 - January 1995
Smith Barney Brokerage Firm   August 1990 - October 1994
Marriott Hotels  1989 - 1990

Skills
Call Centers, Avaya, Technical Support, Troubleshooting, Service Delivery, Workforce Management, Active Directory, Cisco Technologies, Sla, Outsourcing, Vendor Management, ITIL, BPO, VPN, Windows Server, Customer Service

Education
West Charlotte Senior High   1985 — 1989

University of Phoenix

Robin Paulk Robin Paulk Jacksonville, Florida Details
Robin Paulk's Smith Barney Brokerage Firm Experience October 1986 - March 1989
Job Executive Administrative Assistant
Industry Hospital & Health Care
Experience
McKesson  June 2002 - Present
e house Company   April 2000 - April 2002
PSS  September 1995 - April 2000
Salomon Brothers  March 1989 - September 1995
Smith Barney Brokerage Firm   October 1986 - March 1989
Goldome Bank  March 1979 - October 1986

Skills
MS Word, PowerPoint, Microsoft Excel, Outlook, Kronos Timekeeping, Concur, Cisco WebEx Meetings, Meeting Planning, Meeting Scheduling, Organizing Meetings, Event Planning, Coordinate Meetings, Annual Meetings, Business Travel, Travel Planning, Online Travel, Employee Wellness..., Expense Reports, Handle Confidential..., Executive..., Office Management, Administration, Administrative..., Budgets, Healthcare, Management, Microsoft Word, Onboarding, Scheduling, Process Improvement

Education
Erie Community College   1977 — 1979
Secretarial Science

Kensington HS   1973 — 1977
Business Administration

Eric Whipple Eric Whipple Greater Detroit Area Details
Eric Whipple's Smith Barney Brokerage Firm Experience March 2007 - January 2013
Job Associate Vice President Investements at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2013 - Present
Morgan Stanley  January 2012 - March 2013
Smith Barney Brokerage Firm   March 2007 - January 2013
ZF TRW  January 2002 - March 2007

Education
Central Michigan University   1991 — 1996
Bachelor of Science (B.S.), Economics

Philip Holst Philip Holst Greater Chicago Area Details
Philip Holst's Smith Barney Brokerage Firm Experience May 2002 - February 2005
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Greek Housing Management, LLC   September 2012 - April 2015
Computershare, Inc  February 2005 - September 2012
Smith Barney Brokerage Firm   May 2002 - February 2005

Education
University of Iowa
Bachelors of Business Administration, Finance

Indiana State University   1993 — 1995