Smith Barney Brokerage Firm
Smith Barney Brokerage Firm List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Smith Barney Brokerage Firm. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Smith Barney Brokerage Firm Salaries. You can even request information on how much does Smith Barney Brokerage Firm pay if you want to. Learn about salaries, pros and cons of working for Smith Barney Brokerage Firm 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!
46 Smith Barney Brokerage Firm employees in database. Find out everything there's to know about Smith Barney Brokerage Firm 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 Brokerage Firm Employees
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
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
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
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
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
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
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
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
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
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
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
UBS Wealth Management November 2008 - Present
Smith Barney Brokerage Firm July 2007 - November 2008
Education
Allegheny College
BS, Mathematics
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
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
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
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
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
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.)
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
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
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
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
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
Raymond James 2006 - Present
Smith Barney Brokerage Firm 1988 - 2006
Education
Mississippi State University 1979 — 1980
Master of Business Administration (MBA)
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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