Smith Barney Citigroup
Smith Barney Citigroup List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Smith Barney Citigroup. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Smith Barney Citigroup Salaries. You can even request information on how much does Smith Barney Citigroup pay if you want to. Learn about salaries, pros and cons of working for Smith Barney Citigroup 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!
142 Smith Barney Citigroup employees in database. Find out everything there's to know about Smith Barney Citigroup 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 Citigroup Employees
Wells Fargo Wealth Management December 2014 - March 2015
Wells Fargo Private Bank July 2006 - March 2015
Bank of America Private Bank February 2003 - July 2006
Smith Barney Citigroup October 1994 - February 2003
Skills
Retirement Planning, Uniform Combined State..., Asset Allocation, Investment Strategies, Alternative Investments, Equities, Investments, Mutual Funds, Fixed Income, Securities, Asset Managment, Financial Advisory, Retirement, ETFs, Estate Planning, Bonds, 401k Rollovers, Wealth, Hedge Funds, IRAs
Education
Eckerd College
Bachelor of Arts (B.A.), Business Administration and Management, General
UBS Financial Services, Inc. January 2007 - Present
Smith Barney/ Citigroup 1988 - 2007
Kidder Peabody 1982 - 1988
Mobil Oil 1979 - 1982
Education
City University of New York
Nike February 2014 - Present
Feld Entertainment April 2009 - March 2012
Smith Barney Citigroup August 2008 - December 2008
Foot Locker January 2001 - September 2007
adidas April 2005 - January 2006
Skills
Financial Analysis, Social Media, Internal Controls, Sarbanes-Oxley Act, Business Analysis, Budgets, US GAAP, Financial Reporting, Social Networking, Accounting, Financial Accounting, Event Planning, Marketing, Event Management, Marketing Strategy, Financial Modeling, Social Media Marketing, Internal Audit, GAAP, Auditing, Marketing Communications, Consumer Education, Events Coordination, Event Production, Product Marketing, Marketing Management, Employee Training, Training Delivery, Training & Development, Consumer Goods, Consumer Products
Education
George Mason University 2004 — 2008
BS, Finance
George Mason University - School of Business 2004 — 2008
Bachelor's degree - Finance
SunTrust Robinson Humphrey July 2013 - Present
SunTrust Robinson Humphrey November 2010 - June 2013
Porter, White & Company July 2007 - November 2010
Smith Barney (Citigroup) June 2005 - August 2005
BMC Capital June 2004 - August 2004
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Due Diligence, Mergers & Acquisitions, Bloomberg, Private Equity, Business Valuation, Capital Markets, LBO, DCF, Equities, Alternative Investments, Hedge Funds, Fixed Income
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2007
M.S.
Sewanee-The University of the South 2002 — 2006
B.A.
Foster Wealth, Inc. August 2012 - Present
Deschutes Investment Consulting LLC June 2006 - August 2012
The Strategic Alliance January 2004 - May 2006
Smith Barney (Citigroup) April 2003 - December 2003
Phillips and Company Securities August 2002 - February 2003
Skills
Retirement Planning, Estate Planning, Financial Planning, Asset Protection, Asset Management, Budgeting, Debt Management, Wealth Management, Investment Advisory, Retirement, Investments, Wealth Accumulation, Wealth, Retirement Income..., Asset Allocation, IRA's, 401k, Personal Finance, Financial Advisory, Mutual Funds, Risk Management, Investment Strategies, High Net Worth..., Pensions, Finance, Investment Management
Education
American University - Kogod School of Business 1998 — 2002
B.S. Cum Laude, Business Administration
Corvallis High 1994 — 1998
Langley School, McLean Virginia 1985 — 1991
Philadelphia Housing Authority April 2010 - Present
Philadelphia Housing Authority April 2010 - December 2012
SEPTA June 2009 - September 2009
Eastern University June 2008 - January 2009
Sedgwick CMS. April 2007 - June 2008
Target Corporation June 2005 - January 2007
Temple University (Society August 2004 - June 2005
Franklin Institute August 2004 - January 2005
Smith Barney- Citigroup August 2003 - May 2004
Skills
Event Planning, Leadership, Team Building, Problem Solving, Presenter, Analysis, Coaching, Customer Service, Employee Relations, Human Resources, Management, Marketing, Microsoft Excel, Negotiation, Performance Management, Process Improvement, Program Management, Strategic Planning, Time Management, Training
Education
Villanova University February 2010 2009 — 2010
Masters Certificate, Applied Project Management
Eastern University 2008 — 2010
MBA, Business Administration, 3.67
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor, Business Administration/Human Resource Management, 3.267
Merrill Lynch June 2009 - Present
Smith Barney Citigroup July 1998 - June 2009
Skills
Series 7, Retirement Planning, Wealth Management, Saving for Education, Investment Advisory, Asset Allocation, Financial Advisory
Education
Michigan State University 1986 — 1990
Michigan State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
JPMorgan Chase May 2007 - Present
Wells Fargo Financial, Inc. October 2006 - May 2007
Smith Barney, Citigroup January 2006 - August 2006
Education
Eastern Michigan University 2001 — 2005
Bachelors in Business Administration, Marketing
Keolis America Inc. June 2014 - Present
Keolis June 2014 - Present
Lockheed Martin July 2009 - June 2014
Smith Barney, Citigroup September 2008 - May 2009
Children Achieving Maximum Potential September 2007 - May 2008
Delta Tau Delta Fraternity April 2007 - May 2008
Skills
Data Analysis, Forecasting, Leadership, Financial Analysis, Government Contracting, Auditing, Financial Systems, Hyperion Planning, Analysis, Budgets, Finance, Earned Value Management, Financial Planning, Financial Reporting, Management, Microsoft Excel, PowerPoint
Education
The George Washington University - School of Business 2011 — 2012
MBA, Business Administration
University of Maryland at College ParkCollege 2005 — 2009
Bachelor of Science; H. Smith School, Accounting and Finance; Business
The Mason Companies Sr Vice President, Wealth StrategistU.S. Trust, Bank of America2005 - 2011
Smith Barney Citigroup 1998 - 2005
Skills
Strategic Financial..., Investment Management, Estate Planning, Financial Modeling, Tax, Investment Advisory, Wealth, Retirement
Education
The University of Kansas
University of Miami School of Law
MBCG Co-Portfolio Manager January 2011 - Present
Brown, Guandolo, Onuska & Orr July 2007 - Present
Smith Barney Citigroup December 2004 - July 2007
Merrill Lynch January 2003 - December 2004
Millennium Capital Management 2000 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Trust and Estate..., Insurance Solutions, Private Banking, Mergers & Acquisitions, Insurance, Public Speaking, Social Media Marketing, Event Management, Wealth, Leadership, Social Media, Strategic Planning, Event Planning, Social Networking, Customer Service, Management, Investments, Finance, Marketing, Securities, Strategy, Fundraising
Education
University of Pennsylvania - The Wharton School
Advanced Planning Certificate Program
The University of Connecticut
Edinboro University of Pennsylvania
United States Marine Corps
Howard University
Coatesville Area Senior High
PayPal January 2015 - February 2015
Electronic Arts (EA) March 2014 - September 2014
Prince of Peace Enterprises, Inc. September 2009 - March 2014
PlayByEarPiano July 2008 - September 2009
Plantronics March 2008 - March 2008
Smith Barney (Citigroup) December 2005 - June 2007
SanDisk June 1999 - November 2005
AMD April 1998 - May 1999
Skills
Data Analysis, Business Analysis, Strategy, Business Intelligence, Cross-functional Team..., Consultative Selling, Product Marketing, Competitive Analysis, Marketing Strategy, Product Management, Product Development, Consumer Products
Education
UCSC Silicon Valley Extension 2015 — 2015
Project and Program Management Certificate (currently in progress)
Santa Clara University
MBA, Marketing Management
University of California, Los Angeles
BS, Electrical Engineering
WearAway July 2014 - Present
Women In Venture May 2014 - Present
Launchpad LA November 2013 - April 2014
Wilhelmina Models LA July 2013 - March 2014
Greene Mgmt June 2013 - February 2014
NTA Talent Agency February 2013 - February 2014
Nicole Miller January 2012 - April 2012
Wilhelmina Models NY November 2009 - April 2012
Elite Model Management June 2006 - June 2009
Smith Barney Citigroup June 2005 - August 2005
Skills
Fashion, Entrepreneurship, Start-ups, E-commerce, Venture Capital, Marketing, Branding & Identity, Social Media Marketing, Fashion Design, Web Design, User Interface Design, Runway, Modeling, Celebrity, Editorial, Fit, Styling, Beauty Industry, Fashion Shows, Art, Social Services, Photo Shoots, Wardrobe, Magazines, Event Planning, Creative Direction, Social Networking
Education
University of Delaware 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American University of Paris
French Language, European History
Sun Valley Shutters & Shades June 2002 - Present
Smith Barney/ Citigroup June 1981 - January 1999
Skills
Customer Service, Merchandising, Microsoft Office, Sales, Marketing Strategy, Team Building, Coaching
Education
Harvard Business School 1979 — 1981
Master of Business Administration (MBA)
St. John's College (NM) 1972 — 1976
Bachelor of Arts (B.A.), Philosophy
EKO Energy Group, LLC August 2012 - Present
Infrastructure Advisory Services January 2004 - Present
BKS Energy, LLC January 2007 - 2011
Smith Barney Citigroup 2003 - 2004
Centurion USA / Panamerican Securities SA April 1993 - March 2002
Pacific Enterprises International 1997 - 1998
NRG Energy 1994 - 1997
Coastal Power, Coastal Corporation April 1994 - December 1994
U.S. Department of State September 1993 - March 1994
Dewey Ballantine June 1992 - March 1994
Skills
Renewable Energy, Alternative Fuels, Project Finance, Power Generation, Venture Capital, Non-Recourse Project..., Export Credit Agency..., Energy, Start-ups, Financial Modeling, Mergers & Acquisitions, Business Development, Alternative Energy, Private Equity, Strategic Planning, Finance, Investment Banking, Strategic Partnerships, Financial Structuring, Investments, Executive Management
Education
Trinity Hall, Cambridge University 1990 — 1991
M. Phil., Latin American Studies, Inflation Theory, Monetary Economics, Applied Maths
Georgetown University 1981 — 1985
Bachelor of Arts (BA), European History
Corpus Christi College, Cambridge University 1984 — 1984
Dining Privileges / Library Privileges / Old Court Living Privileges, European Studies/Civilization, Senior Thesis
Rogers High School 1976 — 1980
Baccalureate, History
Optivest Wealth Management March 1987 - Present
Optivest Foundation 1997 - Present
Orange County Exit Planning 2011 - Present
Smith Barney Citigroup 1979 - 1987
Skills
Investment Advisory, Portfolio Management, Wealth Management, Estate Planning, Accounting, Private Banking, Insurance, Charitable Giving, Concierge Services, Succession Planning, Exit Strategies, Retirement Income..., Retirement Planning, Real Estate Investment
Education
University of Southern California 1974 — 1978
BS, Business
Currently being updated March 2009 - July 2014
Smith Barney, Citigroup May 2006 - March 2009
Education
University of Colorado System 1987 — 1991
Bachelor's Degree, Communication Major and Business Study
Columbia University in the City of New York 1996 — 1997
Post-Baccalaureate Pre-Medical Program, Non-Degree
CNO Financial Group January 2014 - Present
CNO Financial Group August 2011 - January 2014
CNO Financial Group April 2007 - August 2011
Purdue University May 2006 - August 2006
Smith Barney Citigroup June 2005 - March 2006
Purdue University 2005 - 2006
Skills
Customer Service, Insurance, Microsoft Excel, Process Improvement, Data Analysis, Accounting, Business Analysis, Microsoft Office, Analysis, Leadership, Editing, Call Centers, Microsoft Word, Team Building, PowerPoint, Training
Education
Indiana Wesleyan University 2009 — 2012
Masters, Business Administration Accounting Specialization
Purdue University 2002 — 2006
B.S, Financial Counseling and Planning
Northeastern Banking Services Group September 2009 - Present
CCR LLP 2003 - 2009
NWS Corporation 2001 - 2003
Smith Barney Citigroup 1999 - 2001
KPMG 1995 - 1999
Fleet Bank 1991 - 1995
Skills
Banking, Financial Services, Account Management, Credit, Team Building, Risk Management, Financial Modeling, Strategic Planning, Loans, Sales, Vendor Management, Sales Management, Program Management, Retail Banking, New Business Development, Process Improvement, Commercial Lending, Strategy, Internet Banking, Coaching, Insurance, Outsourcing, Management Consulting, Strategic Partnerships, Business Strategy, Business Analysis, Management, Commercial Mortgages, Asset Based Lending, Customer Service, Budgets, Executive Management, Financial Institutions, Commercial Banking, Leadership, Change Management, Portfolio Management, Analysis, Finance, Relationship Management, Electronic Payments, Start-ups, Strategic Financial..., CRM, Investments, Business Development, Mergers & Acquisitions, Operational Risk..., Financial Analysis, Mortgage Lending
Education
Western New England College 1998 — 2001
Masters in Business Administration, Business, Management, Marketing, and Related Support Services
University of Massachusetts, Amherst
Business Administration and Management
Barclays Investment Bank September 2010 - Present
Capstone Business Credit, LLC February 2008 - September 2010
Metro International November 2005 - February 2008
Yahoo! June 2005 - October 2005
Smith Barney Citigroup September 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Business Development, Marketing Strategy, Strategic Planning, New Business Development, Credit, Competitive Analysis, Start-ups, Online Advertising, Business Strategy, Account Management
Education
Hobart and William Smith Colleges 2001 — 2005
B.A., Media & Society
The Browning School 1992 — 2001
First Trust August 2013 - Present
Goldman Sachs September 2009 - July 2013
New York Life Investments/MainStay Investments July 2007 - September 2009
Smith Barney Citigroup May 2006 - July 2007
Skills
Alternative Investments, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Trading, Financial Services, Capital Markets, Fixed Income, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
University of Dayton 2002 — 2006
Bachelor, Finance
Publicis North America June 2015 - Present
Publicis Kaplan Thaler November 2013 - May 2015
Publicis Kaplan Thaler November 2012 - November 2013
World Wrestling Entertainment (Temporary Assignment) August 2012 - October 2012
Mercantile Capital Corporation February 2012 - June 2012
Mercantile Capital Corporation October 2011 - February 2012
Mercantile Capital Corporation October 2010 - October 2011
Mercantile Capital Corporation May 2009 - August 2009
Smith Barney, Citigroup June 2005 - July 2005
Skills
Marketing, Market Research, Online Advertising, Microsoft Office, Microsoft Excel, Advertising, Microsoft Word, PowerPoint, Accounting, Social Media, Social Media Marketing, Facebook, Sales, Integrated Marketing, Oral & Written..., Analytics, SBA 504, Mortgage Lending, Digital Marketing
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.) in Business Administration, Cum Laude, Marketing, 3.8/4.0 GPA
Saint John's University, Rome Campus 2009 — 2009
Transamerica Financial Advisors, Inc. Transamerica Financial Group. September 2013 - Present
Westchester County 501(c) Non For Profit Organization December 2012 - December 2013
Prudential Financial September 2008 - December 2012
Arthur J. Gallagher & Co. May 2006 - August 2008
Smith Barney Citigroup August 2005 - May 2006
TIAA-CREF August 1997 - April 2005
Skills
Microsoft Office, Microsoft Excel, Customer Service, Retirement Planning, Retirement, Insurance, Financial Advisory, Strategic Financial..., Mutual Funds, Fixed Annuities, Finance, Disability Insurance, Sales, Risk Management, Financial Analysis, Strategic Planning, Leadership, Banking, Financial Planning
Education
City University Graduate School
Master of Business Administration (MBA), Financial Planning and Services
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance and Investments
College for Financial Planning
Financial Planning and Services
Seth Low Junior High
Tulane University - A.B. Freeman School of Business
Master of Business Administration (MBA), Accounting and Finance
Pacific Paradigm Advisors January 2012 - Present
The Blackstone Group February 2008 - December 2011
Leda Research and Trading January 2003 - January 2008
Robertson Stephens 2002 - 2003
Smith Barney - Citigroup 2000 - 2002
Sanford Bernstein 1999 - 2000
McKinsey & Co 1997 - 1999
Skills
Research, Investments, Trading, Equity Research, Business Analysis, Macroeconomics, Matlab, Factset, Bloomberg, Valuation, Portfolio Management, Equities, Financial Modeling, Strategy, Mergers & Acquisitions, Quantitative Analytics, Risk Management, Capital Markets, Management
Education
MIT-Sloan 1995 — 1997
MBA, Operations Research, Finance
MIT 1991 — 1996
PhD, Engineering
UBS April 2015 - Present
UBS January 2014 - April 2015
UBS August 2013 - December 2013
UBS September 2011 - August 2013
UBS September 2006 - August 2011
Smith Barney Citigroup September 2000 - September 2006
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Business Administration
Accenture January 2005 - Present
Smith Barney, Citigroup May 2003 - December 2004
Skills
Analysis, Forecasting, Financial Accounting, SAP, SAP R/3, SAP BW, Ariba, Financial Reporting, Corporate Finance, Microsoft Excel, Pricing, Revenue Recognition, Internal Controls, Revenue Protection, Expense Management, Account Reconciliation, Project Management, Financial Analysis
Education
Fairleigh Dickinson University-Florham Campus 2003 — 2004
Master, Business Administration; International Business
Fairleigh Dickinson University 2000 — 2003
Bachelor of Science, Economics & Finance; Finance
BlackRock October 2010 - Present
BlackRock April 2007 - October 2010
Smith Barney, Citigroup August 2002 - February 2007
California Army National Guard March 1997 - June 2004
Skills
Bloomberg, Mutual Funds, Investments, Asset Allocation, Fixed Income, GIPS, Performance Measurement, SQL, Derivatives, Investment Management, Capital Markets, Finance, Equities, Trading, StatPro, Due Diligence, Reuters, Zephyr StyleADVISOR, Zephyr AllocationADVISOR, ETFs, Hedge Funds
Education
California State University-East Bay 2002 — 2006
M.B.A, Business Economics
California State University-East Bay 1998 — 2002
B.A, Finance
UBS Wealth Management August 2012 - Present
J.P. Morgan 2010 - 2012
Smith Barney Citigroup 1997 - 2010
Merrill Lynch 1995 - 1997
NatWest (currently Bank of America) 1992 - 1995
Skills
Investments, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management, Hedge Funds, Financial Services, Registered Options...
Education
Queens College
BS, Economics & Sociology
H & R Block January 2013 - Present
Multi Financial Securities Corporation February 2011 - December 2013
Smith Barney, Citigroup September 1996 - March 2009
Illinois Central College September 1999 - March 2001
Skills
Investments, Retirement Planning, Strategic Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Finance, Public Relations, Investment Strategies, Wealth Management, Insurance, Estate Planning, Microsoft Office, Retirement, Financial Advisory, Recruiting, Forecasting, Securities, Financial Services, Small Business, Life Insurance
Education
Purdue University Calumet 1992 — 1996
Bachelor's Degree, Finance Management
Purdue University
Bachelor of Science Degree, Business/Finance Management; Domestic&International Business, Management, Finance&Accounting
Mercer County Public Library May 2006 - Present
Prudential Investments September 1996 - May 1999
Smith Barney Citigroup September 1993 - September 1996
Hapag-Lloyd AG September 1985 - August 1993
Education
City University of New York-College of Staten Island
United Retirement Plan Consultants December 2014 - Present
Kravitz, Inc. November 2009 - December 2014
Morgan Stanley August 2007 - November 2009
Japanese American Cultural & Community Center June 2007 - August 2007
Smith Barney Citigroup June 2004 - September 2006
Skills
MS Excel Pivot Tables, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Analysis, Financial Analysis, Strategic Planning, Process Improvement, Outlook, Business Analysis
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Oppenheimer & Co. Inc. June 2009 - Present
Smith Barney Citigroup October 2003 - June 2009
Piper Jaffray March 1998 - October 2003
Juran and Moody Inc. January 1989 - February 1996
Education
Hamline University 1985 — 1988
Bachelor of Arts (B.A.), Economics
University of Minnesota-Twin Cities 1979 — 1981
No degree, International Business
SpotX February 2014 - Present
ValueClick (now Conversant) June 2012 - February 2014
DataXu February 2011 - April 2012
Undertone January 2009 - December 2010
United Business Media - TechWeb August 2007 - December 2008
DM Review - Source Media October 2004 - August 2007
Smith Barney - Citigroup April 2002 - October 2004
Zaplet May 2000 - August 2000
Anderson & Lembke April 1996 - June 1999
JWT January 1992 - April 1996
Skills
Digital Media, Online Advertising, Advertising, Digital Marketing, Media Planning, Integrated Marketing, Business Development, B2B, Analytics, Sales, Mobile Advertising, Ad Networks, Display Advertising, Video Advertising, Direct Marketing, Account Management, New Business Development, Programmatic Advertising
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA, Marketing Management
University of Pennsylvania 1987 — 1991
BA, History
Head-Royce School 1979 — 1987
Focal Point Financial Services / SagePoint Financial, Inc. April 2007 - Present
Smith Barney - Citigroup 2003 - 2007
3M Company 1975 - 2002
Skills
Investments, Employee Benefits, Retirement, Securities, Life Insurance, Asset Managment, Strategic Financial..., Small Business, Financial Planners, Insurance, Risk Management, Financial Analysis, Finance, Wealth Management
Education
Cardinal Stritch University 1998 — 1999
BS, Business Management
Scotiabank Global Banking and Markets November 2013 - Present
Tech Mahindra (formerly Mahindra Satyam) June 2004 - Present
Morgan Stanley Wealth Management 2010 - 2013
Ford Motor Company 2008 - 2010
Smith Barney Citigroup 2008 - 2008
Skills
Requirements Analysis, Business Analysis, SDLC
Education
University of Madras 2000 — 2004
BE, Mechanical
Marsh December 2013 - Present
Aon Corporation January 2010 - December 2013
Morgan Stanley Smith Barney April 2007 - March 2009
Smith Barney (Citigroup) April 2006 - April 2007
The Community Preservation Corporation 2004 - 2006
Philip Morris June 2000 - July 2003
Skills
Risk Management, Salesforce.com, Insurance, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Marketing Communications, Trade Marketing, Project Management, Marketing Management, Eloqua, SharePoint, Sales, Management, Social Media, Property & Casualty..., Leadership, Underwriting, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
Psychology and Philosophy
Thrive 4-7, LLC July 2015 - Present
Lincoln County Schools August 2010 - September 2015
Gaston County Schools June 2008 - July 2010
Smith Barney Citigroup July 2000 - August 2001
Skills
Language Arts, Differentiated..., Lesson Planning, Special Education, Teaching, Classroom Management, K-12, Classroom, Curriculum Development, Professional Learning..., Curriculum Mapping, Literacy, Educational Leadership, Public Speaking, Instructional Technology, Mathematics Education, Tutoring, Elementary Education, Educational Technology, Balanced Literacy, Gifted Education, Teacher Training, Microsoft Word, PowerPoint, Microsoft Office, Social Studies, Staff Development, Smartboard, Mathematics, Mathematical Modeling, Mathematical Analysis, Event Planning, Spreadsheets, Microsoft Excel, Problem Solving, Rugby, Professional..., Adult Education, Leadership, Management, Team Building, Training, Community Outreach, Strategic Planning
Education
Keller Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Accounting
UNC Chapel Hill 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Broadridge Financial Solutions November 2014 - Present
Morgan Stanley December 2011 - October 2014
Smith Barney Citigroup October 2005 - November 2011
The ExecuSearch Group 2004 - 2005
Thomson Financial September 2003 - December 2004
Dun & Bradstreet January 2002 - August 2003
Response Insurance August 1998 - August 2000
Education
NYU School of Professional Studies 2015 — 2017
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree
University of Havana 2000 — 2001
Bachelor’s Degree
Manhattanville College 1996 — 2001
Bachelor's degree
Cardinal Hayes High School 1993 — 1996
Michigan Farm Bureau October 2013 - Present
Farm Bureau Financial Services October 2013 - Present
State Farm January 2009 - June 2013
Western & Southern Financial 2008 - 2009
The Private Bank And Trust Company January 2007 - December 2007
UBS 2006 - 2007
Smith Barney Citigroup 2005 - 2006
Target 2000 - 2005
Skills
Sales, Management, Sales Management, Sales & Marketing..., Finance, Recruiting, Retail Sales, Store Management, New Store Openings, New Store Development, Networking, Social Networking, Training, Sales Leads, Referrals, Business Strategy, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Prospect Research, Sales Prospecting, Prospecting Skills, Finacial Management, Portfolio Management, Cold Calling, Selling
Education
University of Phoenix 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Oakland University 2001 — 2006
Bachelor of Science (BS), Marketing Finance
JPMorgan Chase & Co. April 2015 - Present
Van Eck Global August 2010 - March 2015
Credit Suisse February 2009 - May 2009
Smith Barney Citigroup May 2008 - August 2008
The Besen Group, LLC March 2007 - December 2007
Skills
Hedge Funds, Mutual Funds, Fixed Income, Derivatives, Bloomberg, Equities, Investments, Financial Analysis, Capital Markets, Emerging Markets, Securities, Asset Management, Portfolio Management, Chess
Education
City University of New York-Baruch College 2005 — 2010
BBA, Finance and Investments
Georgian Technical University 2001 — 2004
BBA, Finance and Banking
The GunRoom LLC September 2010 - Present
Independent real estate investor January 2012 - Present
Koury's Market, Inc. May 2005 - May 2010
Smith Barney Citigroup June 2007 - August 2007
ConMed Corporation December 2006 - March 2007
US Department Of Agriculture May 2005 - August 2005
Skills
Business Strategy, Marketing, Valuation, Retail, Management, Real Estate, Finance, Strategic Planning, Entrepreneurship, Negotiation, Market Research, Strategy, Competitive Analysis, Business Development
Education
Cornell University 2005 — 2008
B.Sc
Cornell University, College of Agriculture and Life Sciences 2005 — 2008
Bachelor of Science, Interdisciplinary Studies, Applied Economics and Management
Wells Fargo Advisors, LLC February 2009 - Present
Smith Barney Citigroup February 1998 - February 2009
Advest Group Inc June 1992 - February 1998
Skills
Fixed Annuities, Asset Allocation, Risk Management, Personal Finance, Liability Management, Financial Planning, Financial Modeling, Insurance, Financial Analysis, Loans, Alternative Investments, ALM, Asset Management, Banking, Investments, Life Insurance, Hedge Funds, Mutual Funds, Finance, Mortgage Lending, Estate Planning, Strategic Financial..., Retirement Planning, Management
Education
University of Maine 1979 — 1984
Bachelor's Degree, Natural Resources
University of Maine 1979 — 1981
Associate's Degree, Business Managment
Milford Area High School 1976 — 1979
APSB 2012 - 2014
Merrimac Asset Management LLC 2010 - 2012
UBS Wealth Management 2006 - 2009
Fiserv Investor Services 2004 - 2006
Smith Barney Citigroup 1999 - 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business English, English, Event Planning, Project Planning, Financial Services, Special Education, Communication, Interpersonal Skills, Interpersonal..., Interpersonal..., Administrative..., Office Administration, Office Management, Series 7, Series 63, Series 6, Series 24, Trade Compliance, Customer Service, Finance, Investments, Regulatory Compliance, Risk Management
Education
University of Louisiana at Lafayette 1989 — 1993
Bachelor of Arts (BA), English
The Louisiana School of Math, Science, and Arts 1986 — 1988
Third Street Partners October 2013 - Present
David Barrett Partners February 2013 - October 2013
Tribe Capital Management August 2008 - April 2012
HBK Capital Management September 2007 - July 2008
Lehman Brothers July 2005 - August 2007
Smith Barney Citigroup January 2004 - May 2005
Skills
Investing, Equity Research, Financial Analysis, Financial Modeling, M&A due diligence, M&A experience, Strategic Planning, Fundamental Research, Corporate Finance, Idea Generation, Team Motivator, Self Starter, Operational Efficiency, Organizational..., Due Diligence, Investments, Fundamental Analysis, Investment Strategies, IPO, Financial Markets, Corporate Development, Investor Relations, Venture Capital, Equity Valuation, Capital Structure, Investment Management, Financial Institutions, Valuation, Bloomberg, Alternative Investments, Business Strategy, Management Consulting, Financial Services, Finance, Capital Markets, Investment Banking, Portfolio Management, Hedge Funds, Equities, Recruiting, Executive Search, Private Equity, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Fixed Income, Management, Strategy, Financial Structuring
Education
The George Washington University 2001 — 2005
BBA, Magna Cum Laude, Finance, International Business and Economics
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration - Magna Cum Laude, Finance, International Business and Economics
FOMON & ULLOA Wealth Management Group of Wells Fargo Advisors October 2008 - Present
Morgan Stanley April 2002 - October 2008
Smith Barney Citigroup June 1993 - March 2002
Shearson Lehman Brothers January 1990 - June 1993
Shearson Lehman / American Express November 1987 - December 1988
EF Hutton & Company, Inc. 1980 - November 1987
Skills
Investments, Retirement Planning, Business Strategy, Finance, Financial Analysis, Insurance, Management Consulting, Change Management, Risk Management, Business Analysis, Strategy
Education
University of Southern California 1975 — 1977
Bachelor of Arts (B.A.), Letters, Arts & Sciences
Nothnagle Realtors June 2013 - Present
VictoriaLondonLUXURY October 2013 - Present
W.E.S.T - Independent Consultancy January 2013 - Present
Fairport Watch and Jewelry February 2012 - Present
GreenEnergy November 2011 - Present
Gemserv January 2009 - October 2011
Arqiva September 2005 - December 2008
National Grid September 2006 - April 2007
Smith Barney Citigroup March 2005 - July 2005
Electronics and Innovations, Ltd January 2005 - July 2005
Skills
Effective Corporate..., Optimal Maximisation of..., Evidence Based Approach, Business Strategy, Energy, New Business Development, Change Management, Business Analysis, Governance, Business Transformation, Contract Negotiation, Strategy, Business Process, Stakeholder Management, Program Management, Renewable Energy, Business Case, Business Development, Smart Grid, Management, Business Planning, CRM, Analysis
Education
University of Rochester - Simon Business School 2004 — 2005
MBA, Finance, Accounting
Saint Bonaventure University 1996 — 2000
BSc, Business Administration
Raymond James May 2009 - Present
Smith Barney - Citigroup June 1993 - May 2009
Arizona Community College January 2000 - June 2001
Dean Witter, Morgan Stanley August 1983 - June 1993
Skills
Retirement Planning, Wealth Management, Finance, Portfolio Management, Retirement, Financial Advisory, Securities, Financial Services, Wealth Management..., Asset Allocation, Mutual Funds, Series 7, Management, Estate Planning
Education
BYU
Social-Psychology, Science
Santa Fe High School
HS Diploma, College Prep, Cerritos Jr College
Houlihan Lawrence June 2005 - Present
Smith Barney Citigroup September 1992 - April 2003
Shearson lehman 1987 - 1992
Goldman Sachs June 1977 - July 1987
Skills
Sellers, Real Estate, Luxury, Real Estate Transactions, National Association of..., Move Up Buyers, ABR, Buyers, First Time Home Buyers, Condos, Single Family Homes, Relocation Buyers, Buyer Representation, Relocation, New Home Sales
Education
New York University 1978 — 1980
MBA, Finance
NYU 1974 — 1976
Master's degree, Near and Middle Eastern Studies
New York University 1969 — 1974
Bachelor's degree, Literature
Invision Consulting November 2011 - Present
Brandworkz October 2011 - January 2012
Morgan Stanley Smith Barney July 2000 - May 2010
Smith Barney Citigroup 1994 - 2000
Skills
Video Production, Financial Services, Budget, Program Management, Video, Newsletters, Investments, Equities, Relationship Management, Series 7, New Business Development, Business Strategy, Marketing Communications, Marketing Strategy, Business Development, Analysis, Marketing, Project Management, Vendor Management, Social Media, Editing, Budgets, Sales, Email Marketing, Research, Strategy, Leadership, Competitive Analysis
Education
Ithaca College
BA, Psychology
Ameriprise Financial July 2006 - Present
Smith Barney Citigroup April 2004 - July 2006
Morgan Stanley Alternative Investment Partners April 2003 - April 2004
Education
Saint Joseph's University 1998 — 2002
B.S., Marketing
PwC Advisory Services July 2014 - Present
Wipro Consulting April 2014 - June 2015
Brighter Concept Health Care October 2009 - August 2014
Global Consulting Practice of TCS August 2012 - April 2014
Ernst & Young February 2010 - August 2012
Erie Insurance Group August 2008 - March 2010
The Hartford February 2007 - August 2008
Deloitte October 2005 - January 2007
IBM Business Consulting Services April 2004 - August 2006
Smith Barney Citigroup March 2002 - March 2004
Skills
Master Data Management, Data Modeling, Business Analysis, Agile Methodologies, Strategy, Enterprise Architecture, SDLC, IT Strategy, Solution Architecture, Technical Architecture, Data Architecture, Business Process Design, Program Management, Project Management, Project Planning, Engagement Management, Pre-Sales Initiatives, Practice Management, Practice Development, Data Warehousing, Business Intelligence, Current State Assessment, Gap Analysis, Data Governance, Data Stewardship, Big Data, Governance, Information Management, Architecture, Business Transformation, CRM, Consulting, Integration, Management, Outsourcing, Pre-sales, SOA
Education
University of Pune 1993 — 1995
MBA, Finance
University of Pune 1992 — 1994
MS, Computer Science
SAR Wealth Management 2010 - Present
SAR Group LLC 2008 - Present
WMS Financial Planners Inc 2006 - 2008
Smith Barney 2004 - 2004
SMITH BARNEY Citigroup 1999 - 2003
Prudential UK 1997 - 1998
Skills
Investments, Wealth Management, Portfolio Management, Alternative Investments, Investment Management, Retirement Planning, Equities, Securities, Financial Services, Asset Management, Investment Strategies, International Clients, Expatriate Investment..., Sharia Compliant..., Stock Trading
Education
FINRA 1999 — 1999
Series 7, 63 & 65, General Securities Exam, Uniform State Securities Exam & Investment Advisor Exam
Chartered Insurance Institute (CII) 1997 — 1998
Financial Planning Certificate (F.P.C.)
University of Newcastle-upon-Tyne 1995 — 1996
MBA, Business Administration
Newcastle University 1992 — 1995
Ba (hons), Business Management
Smith Barney Citigroup 2007 - 2010
Medtronic 2002 - 2006
Cyberonics 2000 - 2002
Teva Pharmaceuticals 1998 - 2000
Glaxo Welcome Inc 1990 - 1998
Skills
Sales, Strategic Planning, Marketing, Leadership, Marketing Strategy, Communication, Time Management, Sales Trainer, Negotiation, Independent Thinking, Self Motivated, Social Media Marketing, Flexible Approach, Achievement Oriented, Team Oriented, Responsible, Intuitive Leadership, Hard Worker, Credibility, Small Business, Team Building
Education
College of Charleston
Bachelor's Degree, Business Administration and Sociology
Converse College
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Jason Carra Photography April 2013 - Present
Banc of California August 2014 - November 2014
Altec December 2013 - February 2014
JPMorgan Chase April 2006 - March 2013
Hudson Valley Bank July 2005 - March 2006
JPMorgan Chase February 2005 - June 2005
Smith Barney/ Citigroup January 2004 - January 2005
TD Waterhouse, Inc. January 2000 - August 2003
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Business Development, Integration, Process Improvement, Software Documentation, Requirements Gathering, Cloud Computing, Vendor Management, Sales, Social Media, Management, Leadership
Education
Ocean County College 1994 — 1994
Computer Science
Ameriprise Financial Services, Inc. October 2012 - Present
McCulloch & Mutchler Wealth Management, LLC. March 2005 - September 2012
Smith Barney Citigroup March 2001 - March 2005
West Branch Valley FCU June 1993 - March 2001
Skills
Retirement Planning, Retirement, Investments, Finance, Tax, Financial Planning, Wealth Management, Portfolio Management, Financial Analysis, Insurance
Education
Penn State University
NASDAQ Listing Qualifications Hearing Panel February 2015 - Present
Capitol Financial Forensics & Accounting LLC (CaFFA) November 2014 - Present
AARP January 2010 - November 2014
Women Empowered Against Violence, Inc October 2009 - December 2009
KPMG LLP December 2007 - September 2009
Deloitte FAS, LLP June 2005 - December 2007
Watkins Meegan Drury March 2005 - June 2005
PwC September 2002 - February 2005
Securities Pricing and Research March 2002 - September 2002
Smith Barney Citigroup February 2000 - March 2002
Skills
Forensic Accounting, Auditing, Corporate Governance, Accounting, Risk Assessment, Internal Controls, Risk Management, Litigation Support, CPA, CFE, CFF, Fraud Detection, Certified Fraud Examiner, Corporate Fraud..., Investigation, Fraud, Internal Investigations, Forensic Investigations, Fraud Awareness Training, Fraud Risk Assessment, Fraud Risk Management..., Investigations Team..., Private Investigations, Forensic Analysis, Enterprise Risk..., FCPA
Education
The Johns Hopkins University - Carey Business School 1999 — 2003
MBA, Accounting and Finance
University of Maryland College Park
BS, Chemical Engineering
APG Asset Management July 2011 - Present
APG Asset Management November 2010 - July 2011
J.P. Morgan August 2006 - May 2010
SMITH BARNEY, CITIGROUP January 2005 - August 2006
Ernst & Young October 2004 - January 2005
American Express Financial Advisors February 2003 - August 2004
Skills
Writing, Alternative Investments, Fixed Income, Hedge Funds, Equities, Risk Management, Financial Risk, Finance, Prime Brokerage, Asset Management, Bloomberg, Derivatives, Portfolio Management, Securities Lending, Investments, Capital Markets
Education
Fairfield University, Dolan School of Business 1998 — 2003
Bachelor of Science, Business Marketing
Fairfield University 1998 — 2002
The Gaudreau Group June 2012 - Present
Foley Conelly Employee Benefits March 2010 - May 2011
State Farm November 2008 - January 2010
Smith Barney Citigroup January 2007 - February 2009
Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Sales, Customer Service, Affordable Care Act
Education
Eastern Florida State College 2003 — 2004
Associate's degree, General Studies
University of South Florida 2002 — 2004
Associate's degree, General Studies
Wells Fargo Advisors June 2007 - Present
Smith Barney Citigroup September 1983 - June 2007
Bache Halsey Stuart Shields October 1981 - September 1983
Skills
Investments, Customer Service, Portfolio Management, Finance, Microsoft Office, Management
Education
Austin College 1969 — 1973
Bachelor of Arts (BA), Economics
Irving High School 1964 — 1969
UBS Wealth Management August 2013 - Present
Morgan Stanley Smith Barney January 2009 - July 2013
Smith Barney Citigroup January 2007 - December 2008
Smith Barney Citigroup July 2004 - December 2006
Skills
Equities, Investments, Portfolio Management, ETFs, Series 7, Series 63, Wealth Management, Asset Managment, Bloomberg, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Series 86, Series 87, Series 65
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), History
HSBC February 2013 - Present
JPMorgan Chase April 2009 - January 2013
JPMorgan January 2007 - April 2009
JP Morgan Chase April 2001 - December 2006
Smith Barney Citigroup July 1997 - May 1999
Skills
Entrepreneurship, Portfolio Management, Series 7, Capital Markets, Wealth Management, Asset Managment, Technology, Technology Management, Program Management, Investments, Fixed Income, Equities, Trading Systems, Trading, Financial Services, Financial Risk, Financial Markets, Asset Management, Investment Banking, Middle Office, Derivatives, Back Office, Business Analysis, Management, Finance, Bloomberg, Risk Management, Valuation, Banking, Hedge Funds, Securities
Education
Penn State University 2006 — 2008
MBA, Economics, Finance
City University of New York-Baruch College - Zicklin School of Business
Bachelor Business Administration, Information Systems
Self-employed 2006 - Present
"Green Brothers” Film August 2014 - November 2014
MetTel February 2011 - August 2013
Grant Thornton LLP December 2009 - February 2011
Commodore Funding Corporation February 2007 - March 2008
Smith Barney Citigroup February 2007 - May 2007
Education
Fordham University 2005 — 2009
Bachelor's Degree
Evergreen Valley High School 2002 — 2005
High School
First Choice Health January 2014 - Present
Providence Health & Services January 2013 - January 2014
Providence Health & Services December 2012 - January 2014
Providence Health & Services February 2012 - December 2012
First Choice Health September 2008 - April 2012
First Choice Health September 2008 - July 2011
The Pampered Chef/Dining-In-Style Personal Chef Service June 2005 - February 2010
City of Eugene December 2003 - April 2005
Smith Barney/ Citigroup January 2000 - December 2003
Mid-State School of Insurance January 1999 - January 2000
Skills
Training, Health Insurance, Employee Benefits, Human Resources, Leadership, Management, Coaching, Call Centers, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Insurance, Managed Care, Medicare, Strategy, Team Building
Education
University of Oregon 1989 — 1994
Architecture and Historic Preservation
CME Group August 2009 - Present
Wachovia, A Wells Fargo Company January 2008 - December 2008
Smith Barney Citigroup June 2005 - February 2007
Skills
Hedge Funds, Derivatives, Bloomberg, Equities, Fixed Income, Options, Investment Banking, Investments, Trading Systems, FX Options, Portfolio Management, Financial Analysis, Commodity Markets, Futures Trading, Real Estate, Proprietary Trading, Structured Products, Alternative Investments, Financial Services
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Baruch College 2004 — 2008
Bachelors, Finance
Samerth Charitable Trust October 2012 - December 2012
LSE September 2009 - July 2011
Karsch Capital Management June 2008 - September 2008
Ramierz and Company June 2007 - December 2007
Smith Barney/ Citigroup January 2005 - February 2007
Skills
Economics, Public Policy, Policy Analysis, Macroeconomics, International..., Politics, Economic Development, Emerging Markets, International Relations, Foreign Policy, NGOs, Capital Markets, Policy, French, Statistics, Corporate Social..., Report Writing, International Economics, Political Science, International Trade, Qualitative Research, Data Analysis
Education
The London School of Economics and Political Science (LSE) 2009 — 2011
MPA, Economic and Public Policy
New York University 2003 — 2006
Bachelor's degree, Economics
Robert Half Management Resources December 2014 - August 2015
Rabobank, N.A. August 2014 - November 2014
RS Investments July 2004 - October 2013
Smith Barney - Citigroup January 2003 - June 2004
Aflac June 2001 - July 2002
TD Waterhouse January 1996 - April 2001
Skills
Securities, Alternative Investments, Investment Management, Equities, Fixed Income, Asset Management, Series 7, Investment Compliance, Investments, Hedge Funds, Wealth Management, Options Strategies, Securities Regulation, Insurance, Strategic Financial..., FINRA, Series 4, Series 24, Series 9, Series 10, Multi-family Investment..., Residential Investment..., Asset Managment, Marketing Communications, Regulatory Compliance, Broker-Dealer, Mutual Funds, Private Equity, Registered Investment...
Education
Golden Gate University
Bachelor of Arts (B.A.), Business / Human Resource Management
UBS Financial Services, Inc. May 2012 - Present
Merrill Lynch July 2008 - May 2012
Smith Barney Citigroup July 1991 - July 2008
Education
City University of New York
Bachelor's degree, Business Administration and Management, General
St. John's University
Deloitte 2011 - Present
UniCredit Corporate & Investment Banking 2005 - 2011
NY Cares / Columbia University DDC 2008 - 2010
TheMarkets.com August 2004 - February 2005
Smith Barney - Citigroup September 2003 - September 2004
Asphalt Green June 2001 - August 2003
Skills
Equities, Mergers, Investments, Capital Markets, Options, CRM, Mergers & Acquisitions, Finance, Derivatives, Corporate Finance, Emerging Markets, Risk Management, Bloomberg, Private Equity, Structured Finance, Hedge Funds, Investment Banking, Financial Modeling, Valuation, Analysis, Mutual Funds, Swimming
Education
New York University, Stern School of Business 2013 — 2014
Master of Science (M.S.), Risk Management
Fordham University 2004 — 2005
Master of Arts, Financial Economics
Fordham University 2000 — 2004
Bachelor of Arts, Economics, Minor in Business
Corvinus University of Budapest 2002 — 2002
Economics
Loyola School 1996 — 2000
Forex Club International Limited January 2013 - May 2015
Forex Club International Limited January 2013 - May 2015
Forex Club LLC (US) June 2012 - January 2013
Forex Club LLC (US) July 2011 - January 2013
GAIN Capital July 2007 - May 2011
Smith Barney, Citigroup January 2007 - June 2007
Skills
Trading, Investments, Sales, Foreign Exchange, Salesforce.com, FX Options, Commodity, Computer Maintenance, Financial Services, Photography, Technical Analysis, Financial Markets, Trading Systems, Derivatives, Currency, Options, Securities, CRM, Risk Management, FX Trading, Electronic Trading, Portfolio Management, Equities, Salesforce Training, Employee Training, Photoshop, PC building, Trading Strategies, New Hire Training, Human Resources, Sales Process, Team Building, Team Leadership, Hosting Events, Client Training, Screening Resumes, Phone Screening, Trading Psychology, Mobile Technology, Consumer Electronics, Microsoft Office, Financial Analysis, Management, Finance, Capital Markets, Banking
Education
Zicklin School of Business, Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Investment
Kingsborough Community College 2001 — 2002
Computer Science, Completed first year before transferring to Baruch College
Google June 2011 - Present
AOL January 2009 - March 2011
AOL May 2007 - December 2008
AOL May 2003 - May 2007
Private Hedge Fund August 2000 - February 2003
Smith Barney Asset Management December 1999 - December 2000
Smith Barney Citigroup January 2000 - August 2000
Skills
Digital Strategy, Digital Marketing, Online Advertising, Display Advertising, Content Strategy, Marketing Strategy, SEM, PPC, Search Advertising, Strategy, Mobile Advertising, Business Development, Mobile Marketing, Digital Media, Online Marketing, E-commerce, Relationship Marketing, Cross-functional...
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Marketing and Organizational Management
State University of New York at Buffalo 1993 — 1997
B.A., International Business and World Trade
Mintigo, Inc. December 2014 - Present
Hearsay Social February 2014 - October 2014
Salesforce.com August 2011 - January 2014
Fisher Investments March 2006 - August 2011
BMO Harris Private Banking May 2003 - August 2004
Smith Barney Citigroup October 1998 - May 2003
Merrill Lynch August 1994 - October 1998
Skills
Complex Sales, Team Leadership, Training & Development, Customer Relations, Salesforce.com, Cloud Computing, Customer Service, Enterprise Software, SaaS, Strategic Partnerships, IT Strategy, Employee Training, Management, Sales Operations, CRM, PaaS, Sales, Cold Calling, Entrepreneurship, Sales Process, Social Networking, Lead Generation, Account Management, Enterprise Architecture, Direct Sales, Leadership, Solution Selling
Education
The University of Calgary 1987 — 1991
Haskayne School of Business - Bachelor of Commerce, Finance
Camille J. Lerouge Collegiate High School 1981 — 1984
Matriculation
Citi May 2001 - Present
Citi April 1998 - May 2001
Orrick, Herrington & Sutcliffe LLP August 1997 - June 1998
Smith Barney Citigroup June 1994 - July 1997
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives, Banking, Investments, Risk Management
Education
Vanderbilt University 1990 — 1994
European Studies, Double Focus on France & Italy
The London School of Economics and Political Science (LSE)
Bon Vivant LLC January 2009 - June 2015
Revere Global Capital Markets December 2010 - March 2012
MSF Enterprises LLC - Multinational Strategic Financing October 2007 - January 2009
Smith Barney Citigroup August 2004 - September 2007
Ruder Finn, Inc. October 2003 - June 2004
Weber Shandwick Worldwide January 1999 - September 2003
Haynes & Boone LLP September 1998 - December 1999
Houston Golf Association June 1995 - August 1998
International Management Group (IMG) w. LPGA May 1998 - June 1998
Skills
Event Management, Public Relations, Media Relations, Entrepreneurship, Event Planning, Social Media, Corporate Communications, Special Events..., Budgets, Sponsorship, Marketing Management, Leadership, Entertainment, Relationship Management, Marketing Communications, Integrated Marketing, Marketing, Catering, Vendor Management, Press Releases, Management, New Media, Corporate Events, Marketing Strategy, Brand Development, Large Scale Events, Proposal Generation, Investments, Nonprofits, Publicity, Copywriting, Editing, Writing
Education
Southern Methodist University 1994 — 1998
BA, Meadows School
UCLA 2012 — 2013
Continuting Education, Graphic Design
Julia Dean School of Photography & Visual Arts 2012 — 2012
Continuting Education, Photography & Lighting
State Street Alternative Investment Solutions July 2014 - Present
State Street Alternative Investment Solutions April 2006 - July 2014
Citi June 2004 - March 2006
Smith Barney, Citigroup June 2003 - September 2003
Education
City University of New York-Brooklyn College 2002 — 2006
Bachelor's Degree, Business Management and Finance - B.S.
McKinsey & Company August 2015 - Present
McKinsey & Company June 2014 - August 2014
Trillium Trading, LLC August 2007 - May 2013
PFM Asset Management June 2006 - August 2006
Smith-Barney Citigroup June 2005 - August 2005
Skills
Equities, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Microsoft Excel, Strategy, Trading Strategies, Investments, Trading, Analysis, Time Management, Intermediate/Advanced..., Valuation, Hedge Funds
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2003 — 2007
Bachelor's degree, Economics
Bank of America Merrill Lynch 2008 - Present
Bank of America Merrill Lynch 2005 - 2008
Robert Morris College 2004 - 2005
Bank of America Merrill Lynch 2002 - 2005
Gibson Consulting Group, LLC 2001 - 2002
PricewaterhouseCoopers Consulting 2000 - 2001
UBS Investment Bank 1997 - 1998
Smith Barney Citigroup 1995 - 1997
Soloman Smith Barney 1991 - 1995
Skills
Program Management, Leadership, Management, Project Management, Strategic Planning, Process Improvement, PMO, Organizational..., Financial Modeling, Business Analysis, Financial Analysis, Strategy, Non-profits, Risk Management, Vendor Management, Accounting, Strategic Financial..., Nonprofits, Business Development, Philanthropy, Board Development, Board Governance, Business Process..., Analytical Skills, Volunteer Recruiting, Change Management, Financial Services, Analysis, Competitive Analysis, Fundraising, Corporate Social..., Finance, Executive Management, Consulting, Banking
Education
Loyola University of Chicago 2007 — 2014
Master's Degree, Social Justice and Community Development, 3.82 GPA
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Strategy
Canisius College 1988 — 1992
B.S., Finance
Think Tanks, Management Consulting, problem solving, June 2013 - Present
Wells Fargo Advisors January 2009 - June 2013
Smith Barney Citigroup October 1996 - January 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated November 1981 - October 1996
BRUNS NORDEMAN REA & CO. January 1981 - November 1981
Max Meiseles Hardware April 1976 - January 1981
Tishman Construction June 1971 - April 1976
Skills
Team Leadership, Consulting, Process Improvement, Strategic Planning, Organizational..., Organizational..., Marketing Strategy, Security Operations, Sales, Strategy, Marketing, Community Outreach, Change Management, Social Media Marketing, Financial Markets, Firearms, Survival Analysis, Logical Thinker, Blogging, Private Equity, Financial Modeling, Hedge Funds, Business Planning, Coaching, Portfolio Management, Financial Services, Event Planning, Customer Service, Small Business, PowerPoint, Executive Management, Intelligence, Investment Banking, Project Management, Negotiation, Foreign Policy, Strategic Partnerships, Series 7, Teaching, Contract Negotiation, Business Analysis, Budgets, Start-ups, Banking, Capital Markets, Financial Analysis, Microsoft Excel, Insurance, Military, Leadership Development
Education
Sheepshead Bay High School 1964 — 1967
Kingsborough Community College 1968 — 1970
Smith Barney Citigroup March 2007 - Present
Hewitt and Associates October 2005 - March 2007
Eddie Bauer May 2001 - October 2005
3Com 1999 - 2001
Anixter September 1991 - September 1999
Skills
Strategic Financial..., Investments, Accounting, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Analysis, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Risk Management, Cash Management, IT Financial Management, Credit, Financial Planning, Management, Process Improvement
Education
Northwestern University - CFP Program 2003 — 2005
CFP Program, Certified Financial Planning Program
The University of Chicago Booth School of Business 1997 — 1999
M.B.A., Finance, Strategic Mgmt
Northern Illinois University 1987 — 1991
B.S., Accounting
Encore Upscale Resale January 2010 - Present
Smith Barney Citigroup 1984 - 2006
Merrill Lynch 1979 - 1983
Education
Albion College 1975 — 1979
BA, Business
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Patrick Bennett & Assoc, Inc 1997 - Present
Bank of America Merrill Lynch April 2004 - September 2011
Smith Barney Citigroup 1998 - 2004
Skills
Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Advisory, Estate Planning, Investment Strategies, Finance, Insurance
Education
St. Mary's College of California 1987 — 1991
Bachelor of Arts (B.A.), History English, Cum Laude
St Lawrence Academy (Middle & High School)
Deutsche Bank November 2014 - Present
Commerzbank AG July 2013 - November 2014
KPMG US October 2011 - July 2013
Citi July 2010 - October 2011
BNY Mellon August 2009 - July 2010
Smith Barney Citigroup January 2009 - May 2009
Skills
AML, KYC, SAR, Finance, OFAC, Due Diligence, Sanction, USA PATRIOT Act, Risk Assessment, Bank Secrecy Act, Anti Money Laundering, Pivot Tables, Fraud, Wealth Management, Risk Management, Asset Management, Analysis, Gap Analysis, Suspicious Activity..., CTR, Compliance Remediation, Enterprise Risk..., Valuation, Investments
Education
Zicklin School of Business – Baruch College 2007 — 2009
Bachelor of Business Administration
City University of New York City College 2006 — 2007
Finance
2 Minute Finance August 2008 - Present
Bobby Lee Productions September 2009 - Present
Cibo Studios February 2012 - June 2012
Symantec September 2009 - September 2010
Symantec August 2007 - September 2009
KRON-TV December 2006 - March 2007
The Tennessean (Gannett) June 2006 - August 2006
Fireman's Fund Insurance Company June 2005 - August 2005
Smith Barney (Citigroup) October 2004 - May 2005
Skills
Final Cut Pro, ProTools, Edius, ENPS, Social Media Marketing, Finance, Accounting, Personal Finance, Editing, Blogging, Pro Tools, Journalism, Social Media, New Media, Video, Storytelling, Television, Radio, Broadcast, Newspapers, Facebook
Education
Syracuse University 2012 — 2013
Master of Science (M.S.), New Media Management
University of San Francisco 2003 — 2007
B.S. (Honors), Business Administration - Finance
Bank of America May 2014 - Present
Morgan Stanley September 2010 - April 2014
Avaya Platinum Business Partner November 2003 - September 2010
Gruntal & Co (acquisition by Ryan Beck) 2000 - 2003
Smith Barney Citigroup 1993 - 2000
Dean Witter 1985 - 1993
Skills
Negotiation, Project Planning, Management, Forecasting, VoIP, Data Center, Avaya, Unified Communications, Call Center, Telecommunications, Telephony, Professional Services, Disaster Recovery, Managed Services, Strategic Planning, Cisco Routers, Avaya Communication..., Cisco Technologies, IPC, Speakerbus, BT, Thompson One, Reuters, Program Management, PMP, PMO, PMBOK, Vendor Management, Vendor Relationships, Project Management, Call Centers, Information Technology, Network Architecture
Education
Villanova University 2006 — 2006
Project Management Professional (PMP)
Kean University 1985 — 1991
BS, Business Management\ Leadership
Merrill Lynch Investment Managers October 2008 - Present
Smith Barney Citigroup July 1993 - October 2008
Skills
Wealth Management..., Wealth Management, Financial Advisory, Portfolio Management, Estate Planning, Retirement, Investments, Finance, Financial Services, Series 7
Education
Suffolk University
Bachelors, Finance
Suffolk University
MBA, Finance
EisnerAmper LLP October 2014 - Present
INROADS August 2010 - Present
PwC June 2010 - Present
PwC July 2011 - June 2014
SU Aboard Office September 2010 - May 2011
National Association of Black Accountants (NABA) August 2009 - May 2010
PricewaterhouseCoopers, LLP June 2009 - August 2009
Liberty Partnership Program November 2007 - May 2009
Smith Barney- Citigroup June 2005 - August 2005
Skills
Account Reconciliation, Accounting, Finance, Internal Audit, Tax, Financial Statements, Budgets, Microsoft Excel, GAAP
Education
Syracuse University - Joseph I. Lubin School of Accounting 2010 — 2011
Master of Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting, Finance, Economics
Syracuse University, The Joseph I. Lubin, School of Accounting
Master of Science, Accounting
Syracuse University, The Martin J. Whitman School of Management
Bachelor of Science, Accounting and Finance
Accenture January 2008 - Present
The Coca-Cola Company June 2006 - October 2006
Smith Barney Citigroup May 2005 - August 2005
Skills
Management Consulting, Management, Business Process..., Business Analysis, Business Strategy, Analytics, Business Intelligence, Marketing, Business Process, Strategy, CRM, Consulting, Business Process Design, Business Transformation, IT Strategy, Pivot Tables, Vlookup, Metrics Reporting, Anti Money Laundering
Education
Georgia Institute of Technology 2003 — 2007
BS in Management, Finance and Marketing
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2007
Management, Finance and Marketing
Walker Nell Partners Inc. Affiliated with Cohn Reznick LLP July 2011 - Present
JPMorgan Chase November 2009 - June 2011
JPMorgan Chase April 2008 - September 2008
Smith Barney (Citigroup) June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Distressed Debt, Capital Budgeting, Corporate Turnarounds, Debt Restructuring, Turn Around Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Management, Due Diligence, Finance, Investments, Restructuring, Management, Analysis, Mergers & Acquisitions
Education
Drexel University - LeBow College of Business 2006 — 2009
Bachelor of Science (B.S.), Finance
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
EMC July 2015 - Present
EMC June 2010 - July 2015
Staples Inc. June 2006 - May 2010
Fidelity Investments April 2005 - June 2006
Smith Barney, Citigroup September 2002 - April 2005
Digitas Classic February 2001 - August 2002
Skills
Business Intelligence, BI Infrastructure and..., Cloud Computing, SOA, PMO, Product Development, Program/Product..., Enterprise Architecture, Cross-functional Team..., IT Strategy and..., Business Requirements, SDLC, Vendor Management, Business Process..., Agile Methodologies, Strategic Planning, Enterprise Software, CRM, Software Development, Strategy, Supply Chain Management, Business Readiness, Business Analysis
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Analytics and Healthcare Management
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
Advanced Certificate for Executives (ACE), Management, Innovation and Technology
Harvard University
Masters in Management, International Management
University of Mumbai
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
SouthEast Alaska Regional Health Consortium a.k.a SEARHC September 2014 - Present
Keck Medicine of USC March 2013 - August 2014
West Penn Allegheny Health System May 2012 - February 2013
Kindred Healthcare April 2011 - April 2012
MetroHealth Medical Center October 2007 - April 2011
Booz Allen Hamilton August 2007 - October 2008
MedStar Health June 2006 - July 2007
Amedisys January 2005 - June 2006
Smith Barney - Citigroup October 2000 - June 2003
Skills
Corporate Finance, Healthcare, Healthcare Information..., Managerial Finance, New Business Development, Operations Management, Corporate Strategy..., Financial Reporting, Mergers, Healthcare Consulting, Revenue Cycle Management, Healthcare Analytics, Managed Care, Healthcare Reimbursement, Hospital Revenue Cycle, Supply Chain..., Management Consulting, Financial Modeling, Financial Analysis, Merger & Acquisitions, Capital Project Planning, Debt & Equity Financing, Increase Productivity, Healthcare Management, Mergers & Acquisitions, Process Improvement, Strategic Planning, Management, Business Strategy, Business Development, Revenue Cycle, Valuation, Physician Relations, Strategy, Forecasting, Finance, Financial Accounting, Leadership, Executive Management, Analysis, Hospitals, Consulting
Education
Tulane University - A.B. Freeman School of Business 2003 — 2006
MBA, Finance, Accounting
Tulane University School of Medicine 2003 — 2006
MPH, Healthcare Managment, Epidemiology, Biostatistics
The George Washington University 1998 — 2002
Bachelor’s Degree, Biology, Finance, Economics
Newark Academy 1994 — 1998
Diploma, High School Diplomas
Mizuho Securities USA, Inc. April 2007 - Present
SourceMedia June 2006 - April 2007
Selecciones Reader's Digest August 2003 - June 2006
Smith Barney, Citigroup May 2002 - July 2003
Skills
Competitive Analysis, Management, Analysis, Auditing, Investments, Data Analysis, Leadership, Team Leadership, Business Analysis
Education
Baruch College 2011 — 2012
Master of Science (M.S.), Finance
Pace University - Lubin School of Business 1998 — 2003
BBA, Marketing Management
Instituto Internacional, Madrid 2001 — 2002
Study Abroad Program, International Marketing
The Heartland Institute January 2014 - Present
the Heartland Institute August 2007 - January 2014
Young Republican National Federation July 2007 - July 2009
Chicago Young Republicans April 2007 - April 2009
Cook County Republican Party August 2005 - March 2007
Smith Barney - Citigroup June 2004 - August 2004
Skills
Political Campaigns, Community Outreach, Government, Non-profits, Public Relations, Political Consulting, Nonprofits, Event Planning, Blogging, Editing, Coalitions, Dreamweaver, Public Policy, Research, Advertising
Education
The American University of Paris 2001 — 2005
Bachelors, International Affairs and International Communications
Petaluma High School
Twitter 2014 - Present
Cojoin Inc. February 2013 - July 2014
GOOD 2012 - 2013
The Search Agency 2010 - 2012
RAND Corporation 2006 - 2008
UNC-SILS January 2004 - December 2006
Smith Barney - Citigroup 2004 - 2004
Pathfinder International June 2001 - August 2001
Education
University of North Carolina at Chapel Hill
Master's Degree
University of North Carolina at Chapel Hill
Bachelor's Degree
Citigroup November 1995 - November 2006
Smith Barney (Citigroup) November 1994 - November 1995
Moody's Investors Service September 1987 - August 1994
Education
SpringHouse Training & Consulting 2007 — 2007
New York University 1987 — 1989
Advance Degree
Pace University 1987 — 1989
Masters
City University of New York-Herbert H. Lehman College 1977 — 1981
BA
Morgan Stanley January 2012 - Present
Morgan Stanley June 2004 - December 2011
Smith Barney Citigroup June 2002 - June 2004
U.S. Senate Office – Senator Alfonse D’Amato May 1996 - August 1996
Skills
Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Real Estate, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Fundraising, Investment Management, Investment Strategies, Investments, Management, Wealth Management
Education
Gettysburg College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Salisbury School 1995 — 1997
High School
NERA Economic Consulting InternPatriot Capital2007 - 2007
Legg Mason 2007 - 2007
Smith Barney, Citigroup 2006 - 2006
Neptune Orient Lines 2006 - 2006
GlobalTech Research 2006 - 2006
Education
The Johns Hopkins University 2005 — 2009
PricewaterhouseCoopers LLP U.S. September 2005 - Present
Smith Barney - Citigroup May 2004 - July 2005
Skills
Investments, Private Equity, Financial Reporting, Team Management, Operational Efficiency, Risk Management, US GAAP, Accounting, SEC filings, Due Diligence, Auditing, Financial Accounting, GAAP, CPA, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor of Science (BS), Accounting and Finance
First Data Corporation October 2013 - Present
JPMorgan Chase October 2012 - October 2013
JPMorgan Chase August 2009 - December 2012
Citi September 2008 - July 2009
Citi June 2007 - September 2008
Citi November 2005 - June 2007
Smith Barney, Citigroup July 2004 - November 2005
Skills
Banking, Financial Services, Institutional..., Investment Banking, Financial Analysis, Investments, Portfolio Management, Corporate Finance, Vendor Management, Event Planning, Event Management, Project Management, Office Administration, Budgets, Venue Management, Venue Relations, Contract Management, Mergers & Acquisitions, Recruiting, Sales, Bloomberg, Equities, Securities
Education
The George Washington University - School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and International Business
IPAG 2003 — 2003
PwC June 2014 - Present
PwC May 2013 - June 2014
Deloitte January 2006 - May 2013
CCG Advisors 2004 - 2005
Smith Barney Citigroup 2002 - 2004
Skills
Management Consulting, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Business Strategy, Project Management, Business Process..., Auditing, Strategic Planning, Due Diligence, Business Planning, Analysis, IT Strategy, Governance, Accounting, Risk Management, Business Analysis, Change Management, Market Research, PMO, Enterprise Risk..., External Audit, Finance, Financial Services, IT Audit, Internal Audit, Internal Controls, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
Georgia State University 2002 — 2005
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Georgia State University - J. Mack Robinson College of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - July 2014
J.P. Morgan January 2010 - March 2013
J.P. Morgan July 2007 - January 2010
J.P. Morgan January 2005 - June 2007
Smith Barney - Citigroup February 1999 - January 2005
Skills
Business Strategy, Alternative Investments, Investments, Capital Markets, Derivatives, Budgets, Banking, Fixed Income, Hedge Funds, Equities, Mergers & Acquisitions, Business Development, Portfolio Management, Business Analysis, Risk Management, Investment Banking, Valuation
Education
Florida International University
Ericsson July 2013 - Present
Ericsson February 2009 - July 2013
Citigroup, GlobalWealth Management December 2004 - February 2009
Smith Barney - Citigroup December 2004 - March 2006
ABN AMRO, Inc. 2002 - 2004
ABN AMRO Bank 2001 - 2004
Identrus 2000 - 2001
PricewaterhouseCoopers September 1997 - November 2000
Skills
Portfolio Management, Banking, Financial Risk, Financial Services, Risk Management, Mergers & Acquisitions, Management Consulting, Business Analysis, Financial Modeling, Credit Risk, Business Transformation, Enterprise Risk..., Executive Management, Project Portfolio..., Outsourcing, Business Strategy, Vendor Management, Change Management, Credit Cards, Governance, Analysis, Analytics, Business Development, Business Intelligence, Business Planning, Business Process, Business Process..., CRM, Corporate Finance, Cross-functional Team..., Due Diligence, Finance, IT Strategy, Integration, Investment Banking, Managerial Finance, Operational Risk, PMO, Product Management, Process Improvement, Program Management, Project Delivery, Relationship Management, Restructuring, Strategy, Team Management, Consulting, Telecommunications, Management, Leadership
Education
New York University 2000 — 2001
eCommerce Certificate
Lehigh University 1994 — 1997
PhD
Lehigh University 1992 — 1994
MS
Montclair State University 1989 — 1991
BS
UBS September 2014 - Present
Morgan Stanley October 2006 - September 2014
Smith Barney Citigroup October 1996 - October 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA
Brooklyn Law School 1988 — 1991
J.D., Law
Carleton College 1979 — 1983
BA, Economics
Allianz Global Investors September 2014 - Present
Morgan Stanley April 2013 - July 2014
Morgan Stanley July 2009 - March 2013
Smith Barney Citigroup May 2008 - June 2009
Citi April 2006 - April 2008
Citi September 2002 - March 2006
Skills
Mutual Funds, Marketing Communications, Financial Services, Wealth Management, Financial Analysis, Investment Products, Series 7
Education
Le Moyne College
Bachelor of Business Administration (BBA)
State University of New York College at Geneseo
Yarrison/Voigt Group of Wells Fargo Advisors, LLC April 2009 - Present
Smith Barney Citigroup February 2006 - April 2009
Legg Mason January 1992 - February 2006
Skills
Investment Strategies, 401k Rollovers, Retirement Planning, Insurance, Risk Management, Asset Allocation
Education
United States Naval Academy 1978 — 1982
Bachelor's Degree, Physical Science
Dell April 2015 - Present
Citi August 2006 - April 2015
Smith Barney Citigroup August 2004 - August 2006
RCI March 2001 - July 2004
Bluestone 2000 - 2002
Skills
SDLC, Enterprise Architecture, Disaster Recovery, ITIL, Vendor Management, IT Management, Solaris, IT Strategy, Business Analysis, Websphere, Integration, Weblogic, Virtualization, Requirements Analysis, Data Center
Education
Stevens Institute of Technology 2006 — 2008
MSIS, Information System
1992 — 1996
BSc, Electrical Engineering
MetLife 2006 - Present
Smith Barney Citigroup 2002 - 2006
Prudential Insurance Co of America 1995 - 2001
Prudential Securities 1994 - 1995
Skills
Insurance, Financial Services, Life Insurance, Fixed Annuities, Broker-Dealer, FINRA, Series 63, Mutual Funds, Series 6, Investments, Operational Risk..., Securities, Securities Regulation, Investment Advisory, Series 24, Risk Management, Equities, Management, Hedge Funds
Education
Fordham University School of Law 1989 — 1992
JD
Queens College
BA
Graystone Consulting May 2010 - Present
WaterStreet Investment Consultants September 2004 - January 2012
Eklektikos Capital Management, LP August 2005 - May 2010
WaterStreet Investment Consultants, LLC 2004 - May 2010
Smith Barney Citigroup May 1985 - September 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Investment Advisory, Portfolio Management, Series 7, Equities, Investments, Wealth Management, Investment Strategies, Retirement Planning, Series 63, Asset Management, Capital Markets, Financial Advisory
Education
University of Arkansas at Fayetteville 1975 — 1978
BS, Business Administration
New Mexico Military Institute 1974 — 1975
AA, Engineering
Toyota Motor Sales (onsite for Callahan Creek) 2007 - Present
Image Printing Solutions 2004 - 2005
Goldman Sachs 2000 - 2003
Smith Barney Citigroup 1994 - 1999
Smith Barney Citigroup 1994 - 1999
Education
Art Center College of Design 1986 — 1988
Bachelor's Degree, Graphic Design and Packaging
Southern Methodist University 1980 — 1984
Bachelor's Degree, Journalism and Communication
Back 2 Basics FC LLC November 2014 - Present
Fifth Third Bank November 2013 - October 2014
Bank of America September 2012 - November 2013
Bank of America June 2010 - September 2012
Vendormate, Inc. March 2008 - October 2009
Bank of America May 2007 - March 2008
SunTrust Bank December 2005 - November 2006
Smith Barney Citigroup April 2004 - September 2004
Skills
Account Management, Risk Management, Sales, Marketing, Strategic Planning, Reporting, Multi-tasking Skills, Business Development, Budget Management, Communication, Problem Resolution, Organization, Customer Service, Administrative..., Loans, Finance, Analysis, CRM, Leadership, Salesforce.com, Financial Services, Selling, Financial Analysis, Process Improvement, Credit, Microsoft Excel, Training, Credit Analysis, Relationship Management, Negotiation, Budgets, Customer Satisfaction, Time Management, Sales Management, Sales Operations, Portfolio Management, Banking
Education
Florida Agricultural and Mechanical University 2002 — 2007
Bachelor of Science, Business Administration concentration Finance
Forest Elementary
Lasko Products March 2005 - Present
Smith Barney, Citigroup March 2003 - March 2005
May Department Stores July 2002 - March 2003
Bloomsburg University January 2000 - May 2002
Skills
Sales Operations, Microsoft Office, Account Management, Marketing, Inventory Management, Forecasting, Marketing Communications, Retail, Marketing Management, New Business Development, Sales, Sales Management, Merchandising
Education
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science in Business Administration, Marketing
IDIA Consulting /Bathe Safe Remodeling October 2010 - Present
Incision Audio April 2003 - Present
Tipico USA June 2011 - March 2013
Bhang Shots December 2011 - September 2012
YSL Corp August 2008 - October 2010
EntertainUsNY May 2008 - September 2010
Smith Barney/ Citigroup May 2007 - September 2007
Spa World Corp May 2006 - January 2007
Skills
Marketing, SEO, E-commerce, Marketing Strategy, Online Advertising, Product Development, Entrepreneurship, Online Marketing, Social Media Marketing, Start-ups, Email Marketing, New Business Development, Marketing Management, Contract Negotiation, Sales Management, Team Building, Small Business, SEM, Advertising, PPC, Strategic Planning, Public Speaking, Customer Service, Customer Retention, Consulting, Market Planning, Public Relations, Sales, Computer Maintenance, Manufacturing, Freight, Web Design, Product Design, Video Editing, Photoshop, Start-up Consulting, Aging in Place, Construction, Dealer Network..., Dealer Management, Dealer Relationships, Sales Operations, Sales Process, Direct Sales, Account Management, Accounting, QuickBooks, E-commerce SEO, E-commerce Consulting, E-commerce Optimization
Education
State University of New York at Buffalo 2004 — 2008
Bachelors, Business Administration and Management, General
Long Beach High School 2000 — 2004
Jefferies LLC July 2014 - Present
C Devine & Associates March 2012 - July 2014
Capital Group 2012 - 2014
Smith Barney - Citigroup March 1997 - February 2012
Standard and Poors November 1994 - March 1997
Confederation Life June 1990 - August 1994
Skills
Investments, Portfolio Management, Financial Services, Asset Management, Equity Research, Risk Management, Financial Modeling, Valuation, Mutual Funds, Equities, Trading, Capital Markets, Finance, Life Insurance, Fixed Annuities, Series 7, Insurance, Asset Managment, Alternative Investments, Hedge Funds, Chartered Financial..., Strategy, Mergers & Acquisitions, Investment Advisory, Investment Strategies, Investment Management, Retirement, Series 63, Business Strategy, Investment Banking, Acquisitions, Strategic Planning, Asset Allocation, Analysis, CFA, Corporate Finance, Securities, Private Equity, Wealth Management, Enterprise Risk..., Certified Financial..., Accounting, Fixed Income, Financial Risk, Strategic Financial..., Financial Advisory, Corporate Development, Investor Relations, Strategic Investment, Mergers
Education
York University - Schulich School of Business 1982 — 1984
MBA, Finance
University of Guelph 1978 — 1982
BSc, Biology
Citi July 2012 - Present
Wells Fargo Advisors, LLC February 2009 - March 2010
Smith Barney Citigroup May 2007 - February 2009
Alexander's Mobility Service September 2006 - May 2007
Bloomingdales January 2005 - May 2006
Parallel September 2004 - January 2005
Macy's July 2001 - December 2002
Skills
Sales, Fixed Annuities, Management, Accounting, Financial Analysis, Retirement Planning, Securities, Portfolio Management, Mutual Funds, Customer Service, Financial Modeling, Microsoft Word, Outlook
Education
California State University-Long Beach - College of Business Administration 2007 — 2009
Bachelor of Science (B.S.), Finance, Real Estate, and Business Law
Orange Coast College 2006 — 2008
AA, Business Economics
Fashion Institute of Design & Merchandising 2004 — 2005
Product Development
Folkungaskolan 2003 — 2004
Exchange Student
Banco Santander November 2009 - August 2010
Calyon Securities Inc. April 2005 - March 2009
Interactive Brokers July 2001 - June 2003
Oscar Gruss June 2000 - July 2001
Robert Fleming June 1999 - April 2000
Smith Barney (Citigroup) June 1995 - May 1999
Lewco Securities Corp. October 1990 - May 1995
New York Stock Exchange June 1989 - October 1990
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Receivable, Financial Statements, Budgets, Managerial Finance, General Ledger, Financial Reporting, Consolidation
Education
Long Island University 2003 — 2004
Master's Degree, Accounting
New York Institute of Technology-Old Westbury
Bachelor's Degree, Finance
Morgan Stanley Smith Barney January 2006 - Present
SMITH BARNEY - CITIGROUP January 1998 - January 2006
Skills
Integration, SQL, Requirements Gathering, Access, User Acceptance Testing, Software Documentation, Testing, SDLC, Equities, Business Analysis, Requirements Analysis, Options, Software Project..., Analysis, Business Requirements, Asset Managment, Microsoft SQL Server, Pivot Tables, Restricted Stock, Employee Stock Options
Education
New York University 2004 — 2005
Certificate in Object Oriented Programming using Java
Pace University 1996 — 1998
Master of Science, Computer Science
TECHNICAL UNIVERSITY OF WARSAW 1981 — 1986
Bachelor of Science, Mechanical Engineering
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Lacoste March 2013 - Present
Lacoste June 2011 - Present
Lacoste May 2007 - June 2011
C-town Supermarkets April 2000 - July 2007
Macys July 2006 - May 2007
Smith Barney, Citigroup January 2005 - May 2005
Starosolsky & Associates January 2005 - February 2005
Skills
Inventory Management, Shipping, Microsoft Office, Retail, E-commerce, Marketing, Sales, PowerPoint, Customer Service, Microsoft Excel, Forecasting, Microsoft Word
Education
Manhattanville College 2002 — 2006
Bachelor of Arts, Economics
JPMorgan Chase & Co. October 2014 - January 2015
HealthPlan Services April 2014 - August 2014
The Depository Trust & Clearing Corporation October 2013 - February 2014
Bank of America May 2013 - September 2013
TracFone Wireless December 2012 - March 2013
NYC department of finance April 2009 - June 2010
Smith Barney Citigroup June 1994 - December 2008
Merrill Lynch/First Boston Corp/Citibank June 1980 - June 1994
Skills
JMS, Core Java, J2EE Application..., SQL, JavaScript, DHTML, SOA, JDBC, RAD, Eclipse, CVS, IBM clearcase, CICS, WebSphere Application..., WebSphere MQ, Weblogic, SVN, JPA, Hibernate, Spring Framework, Tomcat, Maven, SOAP, RESTful WebServices, Application enterprise...
Education
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Computer Technology/Computer Systems Technology
Morguard July 2015 - Present
Poinciana Management Inc July 2014 - July 2015
CBRE November 2011 - July 2014
NSNYRE December 2009 - October 2011
NSNYRE October 2008 - December 2009
Smith Barney (CitiGroup) October 2004 - March 2008
Hogan Commercial Group January 2003 - August 2003
Skills
Acquisitions, Commercial Real Estate, Brokerage, Disposition, Facilities Management, Financial Modeling, Landlords, Leases, Marketing, New Business Development, Program Management, Proposal Writing, Real Estate, Real Estate Economics, Recruiting, Retail, Sales
Education
University of Maryland College Park
University of Maryland, College
B.A, Criminal Justice (Statistics Focus)
Ernst & Young March 2012 - Present
Bank of America Home Loans July 2008 - February 2012
Cottage Health System January 2008 - July 2008
Smith Barney Citigroup July 2005 - September 2005
Skills
Trading, Mutual Funds, Fixed Income, Risk Management, Credit Risk, Banking, Financial Modeling, Portfolio Management, Financial Risk
Education
University of California, Santa Barbara 2003 — 2008
Financial Mathematics and Statistics, Mathematical Finance, Financial Risk Management
Monte Vista High School (Danville, CA)
Monte Vista High School (Danville, CA)
Monte Vista High School (Danville, CA)
Monte Vista High School (Danville, CA)
Comerica Bank November 2014 - Present
Adam Lowen, Attorney & Counselor at Law, PLLC August 2013 - October 2014
Merrill Lynch January 2012 - September 2013
Quicken Loans December 2009 - May 2011
Smith Barney (Citigroup) April 2000 - December 2005
Skills
Estate Planning, Wealth Management, Strategic Financial..., Retirement Planning, Investments, Trusts, Wills, IRAs, Estate Administration
Education
University of Toledo College of Law 2006 — 2009
J.D., cum laude
University of Oregon 1999 — 2002
B.A., History
Kansas State University 1997 — 1999
Major: Music Education
Self Employed August 2009 - Present
Smith Barney Citigroup August 2004 - June 2005
Merrill Lynch April 2003 - August 2004
Merrill Lynch June 1999 - December 2002
Merrill Lynch September 1998 - June 1999
Macedonian Permanent Mission to the United Nations September 1994 - December 1995
Ministry of Foreign Relations, Macedonia January 1993 - September 1994
Office of the President of the Government of Macedonia September 1992 - September 1994
freelance May 1989 - September 1993
OSCE September 1992 - January 1993
Skills
Public Speaking, Strategic Planning, Research, Social Media, International Relations, Entrepreneurship, Fixed Income, Strategic Communications, Due Diligence, Politics
Education
Columbia University - School of International and Public Affairs 1996 — 1999
Masters, International Affairs, Business and Finance
University of Cyril and Metodij, Skopje
Bachelor of Arts (BA), English Language and Literature, General
Merkurio Pictures 2010 - Present
El Nuevo Cojo Ilustrado 2003 - Present
UCLA 2011 - 2011
Smith Barney Citigroup 2000 - 2006
Skills
Feature Films, Producing, Video Production, Entertainment, Theatre, Television, Improvisation, Film, Short Films, Acting, Music, Film Production, Voice Over, Stage, Screenwriting, Commercials, Comedy, Drama, Final Draft, Voice Acting, Dialects, Plays, Independent Film, Casting, Directing, Pre-production, Post Production, Production Managment, Camera, Cinematography, Film Editing, Storytelling, Media Production, Music Videos, Reality, Film Finance, Festivals
Education
Fordham University
LLM
New York University
Cinematography and Film/Video Production
Universidad Santa Maria 1991 — 1996
Doctor of Law (JD), Law
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Morgan Stanley Wealth Managment 2009 - Present
Smith Barney Citigroup November 1999 - 2009
Marsh & McLennan Companies, Inc. September 1998 - October 1999
American Home Product February 1996 - July 1998
Skills
Business Requirements, Performance Testing, Risk Management, LoadRunner, Test Automation, Wealth Management, Manual Testing, Equities, Release Management, Banking, Fixed Income, Trading Systems, Quality Assurance, Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Software Project..., Vendor Management, Testing
Education
Long Island University, Brooklyn Campus 1994 — 1996
Master of Science (MS), Chemistry
LiveNote, Inc December 2007 - May 2008
Yerba Buena Financial Partners, LLC September 2006 - September 2007
Smith Barney Citigroup February 2003 - August 2006
Northern California World Trade Center February 2004 - April 2004
UCLA October 1997 - July 2002
Education
University of California, Los Angeles
Bachelor of Arts, Political Science
Golden Gate UniversityMay 2008
Master Business Administration, Finance
The Law Offices of Sandy N. Webb September 2013 - November 2013
Oregon Department of Justice August 2011 - January 2012
JP Morgan August 2008 - August 2010
RBS Sempra Commodities August 2008 - July 2010
RBS Global Banking & Markets October 2007 - July 2008
ABB Inc. May 2007 - October 2007
Smith Barney CitiGroup August 2005 - May 2007
Skills
Commodity, Energy, Microsoft Excel, Data Analysis, Access, Analysis, Project Management, Microsoft Office, Software Documentation, PowerPoint, Research, Medical Terminology, Human Anatomy, Physiology, Medical Education, Banking
Education
Fairfield University 1995 — 2001
MA, Secondary Education
Fairfield University 1992 — 1994
BA, English and Marketing
Norwalk Community College 1990 — 1992
AA, Humanities and Languages
Self August 2014 - Present
Montalvo Arts Center November 2012 - November 2014
Smith Barney, Self 2009 - 2014
Financial Industry Regulatory Authority (FINRA) 2000 - 2003
Smith Barney Citigroup 1982 - 2002
Quality Investments Inc 1982 - 1988
Skills
Leadership, Vision, Determination to Succeed, Novels, Mergers & Acquisitions, Fiction, Non-fiction, Financial Services, Short Stories, Imagination, Books, Management, Venture Capital, Finance, Private Equity, Public Speaking, Strategy, Strategic Planning, Mentoring, Social Media, Research
Education
Stanford University 2000 — 2003
BS, Anthropological Sciences, College overal: 3.91
G.E.D.
High School equivalency ... or close enough.
Levenson Katzin & Ballotta July 2014 - November 2014
US Gas and Electric Inc February 2014 - July 2014
Smith & Nephew Orthopaedics March 2011 - November 2013
SunTrust Bank June 2008 - March 2010
PwC June 2007 - March 2008
University of Central Florida May 2004 - May 2005
University of Central Florida May 2001 - May 2004
Smith Barney Citigroup April 2001 - February 2002
Skills
Banking, Credit, Credit Risk, Portfolio Management, Financial Risk, Risk Management, Loans, Commercial Banking, Credit Analysis, Consumer Lending, Commercial Lending, Small Business Lending, Cross Selling, Trade Finance, Financial Analysis, Core Banking, Cash Management, Sales, Salesforce.com, Medical Devices, Client Billing, Health Insurance, Customer Service, Account Management, Training, Leadership
Education
Nova Southeastern University 2006 — 2006
Master of Business Administration (MBA), Business/Commerce, General
University of Central Florida 2000 — 2004
Bachelor of Science (BS), Finance, General
Ultralat Capital Markets May 2011 - Present
Ultralat Capital Markets August 2008 - May 2011
EFG Capital International Corp. November 2005 - August 2008
Smith Barney Citigroup February 2002 - November 2005
Banco de Occidente January 2000 - December 2001
Skills
Microsoft Office, Management, Microsoft Excel, Sales, Leadership, Process reengineering
Education
Universidad ICESI 1999 — 2000
Master of Business Administration (MBA), MBA
Pontificia Universidad Javeriana 1992 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
UBS Financial Services, Inc. January 2009 - Present
Smith Barney-Citigroup May 1999 - January 2009
Education
The University of Memphis 2004 — 2006
Masters of Business Administration, Finance
University of Wisconsin-Madison 1992 — 1996
B.S., Ag. Economics
Janney Montgomery Scott 2009 - Present
Smith Barney Citigroup 2004 - 2009
Legg Mason 1988 - 2004
Hopper Soliday March 1981 - February 1988
Skills
Asset Management, Securities, Strategic Planning, Wealth Management, Series 7, Mutual Funds, Series 63
Education
Rollins College 1972 — 1976
Bachelor’s Degree, Economics
Citi 2012 - 2013
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney (Citigroup) 2004 - 2009
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Morgan Stanley Continuing Education Program
ASA Institute of Business and Computer Technology
Computer Science
Smith Barney April 2000 - May 2009
Smith Barney CitiGroup May 2000 - September 2008
Merrill Lynch June 1993 - January 2000
Skills
Risk Management, Strategic Planning, Management Consulting, Finance, Management, Retirement Planning, Nonprofits, Retirement, Fundraising, Process Improvement, Leadership, Customer Service, Project Management
Education
Indiana University Bloomington
UBS May 2009 - Present
Smith Barney Citigroup January 1984 - May 2009
Education
Michigan State University
Bachelor of Arts (B.A.), Accounting and Finance
Convergys Command Center 2014 - Present
Fidelity Investments September 2006 - September 2014
Smith Barney Citigroup February 2003 - September 2006
Citi December 2001 - February 2003
Skills
Leadership, Customer Service, Financial Services, Business Process..., Client Services, Project Management, Asset Allocation, Client Relations, Analysis, Microsoft Office, Account Management, Investments, Financial Analysis, Relationship Management, Business Strategy, Mutual Funds, Relationship Building, Call Centers, Management, Process Improvement, Sales, Employee Benefits, Team Management
Education
University of Cincinnati
Merrill Lynch August 2010 - Present
Convergent Wealth Advisors September 2008 - August 2010
Smith Barney Citigroup May 2006 - September 2008
Skills
Series 7, Alternative Investments, Bloomberg, Asset Management, Financial Accounting, Financial Services, Financial Modeling, Financial Analysis, Equities, Wealth Management, Portfolio Management, Mutual Funds, Investments
Education
State University of New York College at Geneseo 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Columbia University in the City of New York October 2007 - Present
Bank of America October 2005 - April 2006
Smith Barney, Citigroup January 2005 - May 2005
Skills
Mac, Windows, Troubleshooting, Customer Service, Networking, Security, Social Media, Public Speaking, PowerPoint, Research, Analysis, Teamwork, Consulting, Teaching
Education
St Tikhon's Orthodox Theological Seminary 2013 — 2015
Master of Divinity (M.Div.), Theology
Columbia University in the City of New York 2006 — 2008
Master of Arts (M.A.), Economics, Computing and Technology, Education
Purchase College, SUNY 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics