Smith Barney/Citigroup
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Smith Barney/Citigroup Employees
Employee
Years
Job
Industry
Blane C. Tierney Blane C. Tierney's Smith Barney/Citigroup Experience November 2000 - November 2005
Job Wealth Advisor/V.P. Director of Sales at Key Client Financial Advisors
Industry Financial Services
Experience
Key Client Financial Advisors November 2005 - Present
Smith Barney/Citigroup November 2000 - November 2005
Merrill Lynch July 1994 - November 2000
Skills
New Business Development, Wealth Management, Account Management, Sales, Finance, Mutual Funds, Securities, Financial Advisory, Series 63, Wealth, Banking, Mortgage Lending, Credit, Relationship Management
Education
Moravian College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Management/Economics
Key Client Financial Advisors November 2005 - Present
Smith Barney/Citigroup November 2000 - November 2005
Merrill Lynch July 1994 - November 2000
Skills
New Business Development, Wealth Management, Account Management, Sales, Finance, Mutual Funds, Securities, Financial Advisory, Series 63, Wealth, Banking, Mortgage Lending, Credit, Relationship Management
Education
Moravian College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Management/Economics
Lucy Stimmel Lucy Stimmel's Smith Barney/Citigroup Experience October 1981 - January 1992
Job Author/Creative Writer
Industry Writing and Editing
Experience
Independent Writer in Kirkland Washington April 2008 - Present
Smith Barney/Citigroup October 1981 - January 1992
ENI, oil and gas tax shelter firm April 1979 - October 1981
Alaskan Arctic Gas Company 1975 - 1977
Skills
Creative writing, Stock Broker/ financial..., Humorist and Humerous..., Management Skills, Writers, Published Author, Creative Writer, Short Stories, Articles, Ghostwriting, Memoir, Manuscript, Fiction, Freelance Writing, Books, Proofreading, Editing, Magazine Articles, Magazines, Creative Writing
Education
The Ohio State University 1971 — 1972
Post graduate work, Media/communications
The Ohio State University 1966 — 1970
B.S, English and Science Education
Independent Writer in Kirkland Washington April 2008 - Present
Smith Barney/Citigroup October 1981 - January 1992
ENI, oil and gas tax shelter firm April 1979 - October 1981
Alaskan Arctic Gas Company 1975 - 1977
Skills
Creative writing, Stock Broker/ financial..., Humorist and Humerous..., Management Skills, Writers, Published Author, Creative Writer, Short Stories, Articles, Ghostwriting, Memoir, Manuscript, Fiction, Freelance Writing, Books, Proofreading, Editing, Magazine Articles, Magazines, Creative Writing
Education
The Ohio State University 1971 — 1972
Post graduate work, Media/communications
The Ohio State University 1966 — 1970
B.S, English and Science Education
Margarita Ramos Margarita Ramos's Smith Barney/Citigroup Experience March 2005 - June 2006
Job Global HR Compliance Executive at Bank of America
Industry Capital Markets
Experience
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
Liz Cistone Liz Cistone's Smith Barney/Citigroup Experience April 2000 - August 2002
Job Administrative Assistant LVHN Facilities, Construction & Real Estate
Industry Hospital & Health Care
Experience
Rodale Inc. December 2006 - August 2015
EMMAUS HIGH SCHOOL September 2005 - December 2005
SMITH BARNEY/CITIGROUP April 2000 - August 2002
IVER DISPLAY SYSTEMS LTD September 1993 - April 2000
Skills
Microsoft Word, Outlook, Editing, Process Scheduler, Office Management, PowerPoint, Word, Scheduling, Microsoft Excel, Receptionist Duties, Safety Committee, Green Culture Services, Invoice Processing, Facilities Management, Facilities Operations, Customer Relations
Education
Katherine Gibbs School
Administrative studies
Rodale Inc. December 2006 - August 2015
EMMAUS HIGH SCHOOL September 2005 - December 2005
SMITH BARNEY/CITIGROUP April 2000 - August 2002
IVER DISPLAY SYSTEMS LTD September 1993 - April 2000
Skills
Microsoft Word, Outlook, Editing, Process Scheduler, Office Management, PowerPoint, Word, Scheduling, Microsoft Excel, Receptionist Duties, Safety Committee, Green Culture Services, Invoice Processing, Facilities Management, Facilities Operations, Customer Relations
Education
Katherine Gibbs School
Administrative studies
Samantha Nerette Samantha Nerette's Smith Barney/Citigroup Experience November 2007 - March 2008
Job Senior Analyst, Organizational Development at Office Depot
Industry Consumer Goods
Experience
Office Depot April 2015 - Present
Arise Virtual Solutions Inc. January 2014 - April 2015
Arise Virtual Solutions Inc. December 2010 - December 2013
Trafalgar Capital Advisors April 2008 - March 2010
Smith Barney/Citigroup November 2007 - March 2008
Skills
Analysis, Microsoft Excel, Business Process..., Process Improvement, Data Analysis, Organizational..., Finance, Organizational..., Financial Analysis, Business Analysis, Customer Service, Market Research, Leadership, Account Reconciliation, Statistics, Forecasting, Business Process, Financial Modeling
Education
Nova Southeastern University 2006 — 2008
MBA
University of Virginia 2001 — 2004
B.S. & B.A.
Office Depot April 2015 - Present
Arise Virtual Solutions Inc. January 2014 - April 2015
Arise Virtual Solutions Inc. December 2010 - December 2013
Trafalgar Capital Advisors April 2008 - March 2010
Smith Barney/Citigroup November 2007 - March 2008
Skills
Analysis, Microsoft Excel, Business Process..., Process Improvement, Data Analysis, Organizational..., Finance, Organizational..., Financial Analysis, Business Analysis, Customer Service, Market Research, Leadership, Account Reconciliation, Statistics, Forecasting, Business Process, Financial Modeling
Education
Nova Southeastern University 2006 — 2008
MBA
University of Virginia 2001 — 2004
B.S. & B.A.
Natalie Toalson McNamara's Smith Barney/Citigroup Experience September 2007 - October 2008
Job VP of Marketing and Client Development at WKH Solutions
Industry Marketing and Advertising
Experience
WKH Solutions October 2014 - Present
Troutman Sanders LLP September 2011 - October 2014
Troutman Sanders LLP November 2008 - August 2011
Smith Barney/Citigroup September 2007 - October 2008
Liberty Mutual Insurance December 2005 - August 2007
Principal Financial Group July 2003 - October 2005
Skills
Marketing, Project Management, Project Planning, Business Development, Marketing Strategy, Budgets, Marketing Communications, Sales, Strategic Planning, Social Media Marketing, CRM, Negotiation, Small Business, Social Media, Event Planning, Email Marketing, Public Relations, Customer Service, Team Building, Finance, New Business Development, Management, Leadership, Training, Account Management, Contract Negotiation, Event Management, Professional Mentoring, Strategy, Public Speaking, Advertising, Newsletters, Cold Calling, Sales Management, Marketing Management, Online Marketing, Blogging, Social Networking, Sales Presentations, Google Analytics, Insurance
Education
Radford University - College of Business and Economics 1999 — 2002
Marketing, College of Business
Clover Hill High School 1995 — 1998
WKH Solutions October 2014 - Present
Troutman Sanders LLP September 2011 - October 2014
Troutman Sanders LLP November 2008 - August 2011
Smith Barney/Citigroup September 2007 - October 2008
Liberty Mutual Insurance December 2005 - August 2007
Principal Financial Group July 2003 - October 2005
Skills
Marketing, Project Management, Project Planning, Business Development, Marketing Strategy, Budgets, Marketing Communications, Sales, Strategic Planning, Social Media Marketing, CRM, Negotiation, Small Business, Social Media, Event Planning, Email Marketing, Public Relations, Customer Service, Team Building, Finance, New Business Development, Management, Leadership, Training, Account Management, Contract Negotiation, Event Management, Professional Mentoring, Strategy, Public Speaking, Advertising, Newsletters, Cold Calling, Sales Management, Marketing Management, Online Marketing, Blogging, Social Networking, Sales Presentations, Google Analytics, Insurance
Education
Radford University - College of Business and Economics 1999 — 2002
Marketing, College of Business
Clover Hill High School 1995 — 1998
Timothy Dudgeon Timothy Dudgeon's Smith Barney/Citigroup Experience 1992 - 1996
Job Associate Partner at Citihub
Industry Financial Services
Experience
Citihub April 2014 - Present
RT Solutions Group April 2012 - January 2014
West Highland Support Services 2008 - 2014
Thomson Reuters 2007 - 2008
Merrill Lynch 2005 - 2007
MarkIT Associates 1996 - 2005
CIBC 2003 - 2004
JPMorgan Chase 1999 - 2002
Smith Barney/Citigroup 1992 - 1996
Bear Stearns January 1989 - April 1992
Skills
Market Data, Low Latency, RMDS, Wombat, Vendor, Sales, Product Marketing, Trading Systems, TIBCO Rendezvous, Reference Data, Vendor Management, Perl, Management, Electronic Trading, Trading, Equities, Financial Markets, Financial Services, High Frequency Trading, Strategic Partnerships, Investment Banking, Fixed Income, Equity Trading, Sybase, Options, Derivatives, Bloomberg, Prime Brokerage, Capital Markets, Order Management, Equity Derivatives, Back Office, Exchange Connectivity
Education
State University of New York College at Cortland 1980 — 1984
Bachelors of Science, Math and Computer Science
New York University 1990 — 1991
Certificate of C Programming
Washingtonville High School
Citihub April 2014 - Present
RT Solutions Group April 2012 - January 2014
West Highland Support Services 2008 - 2014
Thomson Reuters 2007 - 2008
Merrill Lynch 2005 - 2007
MarkIT Associates 1996 - 2005
CIBC 2003 - 2004
JPMorgan Chase 1999 - 2002
Smith Barney/Citigroup 1992 - 1996
Bear Stearns January 1989 - April 1992
Skills
Market Data, Low Latency, RMDS, Wombat, Vendor, Sales, Product Marketing, Trading Systems, TIBCO Rendezvous, Reference Data, Vendor Management, Perl, Management, Electronic Trading, Trading, Equities, Financial Markets, Financial Services, High Frequency Trading, Strategic Partnerships, Investment Banking, Fixed Income, Equity Trading, Sybase, Options, Derivatives, Bloomberg, Prime Brokerage, Capital Markets, Order Management, Equity Derivatives, Back Office, Exchange Connectivity
Education
State University of New York College at Cortland 1980 — 1984
Bachelors of Science, Math and Computer Science
New York University 1990 — 1991
Certificate of C Programming
Washingtonville High School
Alexander Riviere Alexander Riviere's Smith Barney/Citigroup Experience May 2007 - August 2007
Job Small Group Sales at athenahealth
Industry Information Technology and Services
Experience
athenahealth September 2014 - Present
IdeaPaint December 2012 - August 2014
Local and Tasty Catering August 2009 - July 2014
TRCO WORLD December 2010 - December 2012
Troquet October 2009 - June 2012
Smith Barney/CitiGroup May 2007 - August 2007
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - October 2005
Gym in Paradise March 2004 - July 2005
Skills
Bilingual, Microsoft Word, Photoshop, PowerPoint, Coaching, Youth Mentoring, Cpr Certified, NAV, Management, Sales&Marketing, Salesforce.com, Customer Service..., Building High..., Hospitality, Volunteering
Education
Maryville College 2005 — 2009
Bachelor of Arts, International Business, 3.33 GPA
athenahealth September 2014 - Present
IdeaPaint December 2012 - August 2014
Local and Tasty Catering August 2009 - July 2014
TRCO WORLD December 2010 - December 2012
Troquet October 2009 - June 2012
Smith Barney/CitiGroup May 2007 - August 2007
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - October 2005
Gym in Paradise March 2004 - July 2005
Skills
Bilingual, Microsoft Word, Photoshop, PowerPoint, Coaching, Youth Mentoring, Cpr Certified, NAV, Management, Sales&Marketing, Salesforce.com, Customer Service..., Building High..., Hospitality, Volunteering
Education
Maryville College 2005 — 2009
Bachelor of Arts, International Business, 3.33 GPA
Rebecca Babbitt Rebecca Babbitt's Smith Barney/Citigroup Experience November 2003 - October 2005
Job
Industry Financial Services
Experience
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
John Hancock Financial Services September 2014 - Present
John Hancock Financial Network September 2010 - September 2014
MetLife May 2007 - September 2010
Insitute for Financial Literacy October 2005 - October 2006
Smith Barney/Citigroup November 2003 - October 2005
UBS/Paine Webber August 2002 - August 2003
Skills
Management, Insurance, Series 7, Investments, Policy
Education
Simmons College - Simmons School of Management 2001 — 2002
MBA
Gettysburg College 1994 — 1998
BA
Robert J Gleason Robert J Gleason's Smith Barney/Citigroup Experience 1985 - 2002
Job at R J Gleason Photography, Princeton NJ
Industry Photography
Experience
R J Gleason Photography 2003 - Present
Smith Barney/Citigroup 1985 - 2002
Smith Barney/Citigroup January 1992 - November 2001
Skills
Photography, Computer Graphics, Presentations, Finacial / Investment..., Asset Management, Portraits, Photoshop, Weddings, Graphic Design, Sports/Action..., Corporate / Community..., Product Photography /..., Marketing, Asset Managment, Event Photography, Art, Event Management, Photos, Social Media, Digital Photography, Fine Art Photography, Image Editing, Still Life, Magazines, Landscape Photography, Editorial, Mac, Photo Shoots, Fine Art, Adobe Creative Suite, Studio Photography, Commercial Photography, Environmental..., Lightroom, Studio Lighting, Wedding Photography, Travel Photography, Editorial Photography, Headshots, Architectural..., Sports Photography, Lifestyle Photography, Food Photography, Black & White, On Location, Management
Education
Wharton 1988 — 1990
Associate's Degree, Portfolio & Investment Management
New Jersey City University 1971 — 1978
Sociology
R J Gleason Photography 2003 - Present
Smith Barney/Citigroup 1985 - 2002
Smith Barney/Citigroup January 1992 - November 2001
Skills
Photography, Computer Graphics, Presentations, Finacial / Investment..., Asset Management, Portraits, Photoshop, Weddings, Graphic Design, Sports/Action..., Corporate / Community..., Product Photography /..., Marketing, Asset Managment, Event Photography, Art, Event Management, Photos, Social Media, Digital Photography, Fine Art Photography, Image Editing, Still Life, Magazines, Landscape Photography, Editorial, Mac, Photo Shoots, Fine Art, Adobe Creative Suite, Studio Photography, Commercial Photography, Environmental..., Lightroom, Studio Lighting, Wedding Photography, Travel Photography, Editorial Photography, Headshots, Architectural..., Sports Photography, Lifestyle Photography, Food Photography, Black & White, On Location, Management
Education
Wharton 1988 — 1990
Associate's Degree, Portfolio & Investment Management
New Jersey City University 1971 — 1978
Sociology
Anthony Corrao's Smith Barney/Citigroup Experience October 1994 - December 2005
Job Managing Director at Corrao Wealth Management
Industry Financial Services
Experience
Corrao Wealth Management February 2012 - Present
St. Joseph's College January 2010 - Present
Oppenheimer & Co. December 2005 - February 2012
Marymount Manhattan College 2007 - May 2010
Smith Barney/Citigroup October 1994 - December 2005
Skills
Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Education Funding, Asset Managment, Securities
Education
Pace University 2010 — 2017
Research Doctorate
University of Pittsburgh 2002 — 2003
MBA
Boston University 1983 — 1987
BA
Chaminade High School 1979 — 1983
Corrao Wealth Management February 2012 - Present
St. Joseph's College January 2010 - Present
Oppenheimer & Co. December 2005 - February 2012
Marymount Manhattan College 2007 - May 2010
Smith Barney/Citigroup October 1994 - December 2005
Skills
Series 7, Strategic Financial..., Retirement Planning, Estate Planning, Investments, Life Insurance, Long Term Care Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Alternative Investments, Education Funding, Asset Managment, Securities
Education
Pace University 2010 — 2017
Research Doctorate
University of Pittsburgh 2002 — 2003
MBA
Boston University 1983 — 1987
BA
Chaminade High School 1979 — 1983
Lisa Gallegos Lisa Gallegos's Smith Barney/Citigroup Experience March 2004 - June 2006
Job Regional Retirement Sales Representative
Industry Financial Services
Experience
Paychex June 2013 - Present
Paychex July 2006 - May 2013
Smith Barney/Citigroup March 2004 - June 2006
Prudential Securities/Wachovia February 2000 - March 2004
PaineWebber August 1998 - February 2000
Skills
Retirement Plan..., Retirement Planning, 401k, Retirement, Series 63, Wealth Management, Investment Advisory, Benefits Administration, Pensions, Asset Allocation, Mutual Funds, Employee Benefits, Defined Benefit, Salesforce.com, Asset Management, Estate Planning, Strategic Financial..., Qualified Retirement..., Series 6, Cold Calling, Sales Presentations, Direct Sales, Defined Contribution, ERISA, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, HRIS, Health Insurance, IRAs, Insurance, Investment Strategies, Investments, PEO, Portfolio Management, Securities, Small Business, Financial Planning, Sales, Marketing
Education
University of Nevada-Reno
Bachelors, Marketing
Robert McQueen High School
Graduate
Paychex June 2013 - Present
Paychex July 2006 - May 2013
Smith Barney/Citigroup March 2004 - June 2006
Prudential Securities/Wachovia February 2000 - March 2004
PaineWebber August 1998 - February 2000
Skills
Retirement Plan..., Retirement Planning, 401k, Retirement, Series 63, Wealth Management, Investment Advisory, Benefits Administration, Pensions, Asset Allocation, Mutual Funds, Employee Benefits, Defined Benefit, Salesforce.com, Asset Management, Estate Planning, Strategic Financial..., Qualified Retirement..., Series 6, Cold Calling, Sales Presentations, Direct Sales, Defined Contribution, ERISA, Finance, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, HRIS, Health Insurance, IRAs, Insurance, Investment Strategies, Investments, PEO, Portfolio Management, Securities, Small Business, Financial Planning, Sales, Marketing
Education
University of Nevada-Reno
Bachelors, Marketing
Robert McQueen High School
Graduate
Philippe Legrand Philippe Legrand's Smith Barney/Citigroup Experience February 1989 - October 1998
Job Real Estate Agent and Consultant at HighGarden Real Estate
Industry Real Estate
Experience
HighGarden Real Estate April 2013 - Present
Wilkinson & Associates Real Estate August 2006 - April 2013
TIAA-CREF November 2004 - April 2005
Mergent, Inc. October 1998 - January 2004
Smith Barney/Citigroup February 1989 - October 1998
Education
Mingle School of Real Estate
Baruch College
City University of New York-Queens College
Bachelor of Arts
HighGarden Real Estate April 2013 - Present
Wilkinson & Associates Real Estate August 2006 - April 2013
TIAA-CREF November 2004 - April 2005
Mergent, Inc. October 1998 - January 2004
Smith Barney/Citigroup February 1989 - October 1998
Education
Mingle School of Real Estate
Baruch College
City University of New York-Queens College
Bachelor of Arts
Angie Newman Angie Newman's Smith Barney/Citigroup Experience 1985 - 2004
Job Senior VPPortfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services September 2004 - Present
Smith Barney/Citigroup 1985 - 2004
Skills
Financial Services, Series 7, Series 63, Wealth Management, Fixed Income, Equities, Investments, Asset Management, Mutual Funds, Securities, Capital Markets, Risk Management, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Asset Allocation
Education
Syracuse University 1979 — 1983
UBS Financial Services September 2004 - Present
Smith Barney/Citigroup 1985 - 2004
Skills
Financial Services, Series 7, Series 63, Wealth Management, Fixed Income, Equities, Investments, Asset Management, Mutual Funds, Securities, Capital Markets, Risk Management, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Asset Allocation
Education
Syracuse University 1979 — 1983
Kathleen J. Almulla's Smith Barney/Citigroup Experience 2000 - 2006
Job Managing Principal
Industry Financial Services
Experience
Financial Advisory Institute LLC July 2009 - Present
Merrill Lynch September 2006 - June 2009
Smith Barney/Citigroup 2000 - 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Loans, Banking, Credit, Financial Analysis, Commercial Lending, Risk Management, Asset Protection, Strategic Planning, Credit Analysis, Commercial Banking, Small Business, Public Speaking, Mergers, Business Planning, Series 7, Real Estate, Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Retirement, Asset Allocation, Investment Strategies, Series 65, Asset Management, Financial Planning
Education
George Mason University 1986 — 1989
University of Hawaii at Manoa
Financial Advisory Institute LLC July 2009 - Present
Merrill Lynch September 2006 - June 2009
Smith Barney/Citigroup 2000 - 2006
Skills
Wealth Management, Retirement Planning, Estate Planning, Investments, Strategic Financial..., Loans, Banking, Credit, Financial Analysis, Commercial Lending, Risk Management, Asset Protection, Strategic Planning, Credit Analysis, Commercial Banking, Small Business, Public Speaking, Mergers, Business Planning, Series 7, Real Estate, Series 63, Mutual Funds, Portfolio Management, Wealth Management..., Retirement, Asset Allocation, Investment Strategies, Series 65, Asset Management, Financial Planning
Education
George Mason University 1986 — 1989
University of Hawaii at Manoa
Jeff Pascoe, ARPC Jeff Pascoe, ARPC's Smith Barney/Citigroup Experience June 2002 - December 2005
Job Regional Retirement Representative at Paychex
Industry Human Resources
Experience
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Barbara Scharf Schamest's Smith Barney/Citigroup Experience February 2006 - February 2008
Job Senior Marketing & Strategy Executive
Industry Financial Services
Experience
Bank Leumi USA February 2013 - Present
Independent Consulting February 2008 - Present
The Dessoff Choirs Inc July 2002 - Present
Smith Barney/Citigroup February 2006 - February 2008
Firemans Fund Insurance Company February 2003 - February 2006
Prudential Securities March 1985 - November 2001
Prudential Financial 1997 - 2000
Standard & Poor's August 1981 - March 1985
Skills
General Management, Marketing Strategy, Marketing Communications, Branding, Customer Segmentation, Product Development, Business Intelligence, Marketing Research, Customer Analytics, Management, Integrated Marketing, Analytics, Segmentation, CRM, Start-ups, Strategy, Advertising, Financial Services, Marketing, Leadership, Business Strategy, Business Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA
Columbia University in the City of New York
MA
Wheaton College (MA)
BA
Bank Leumi USA February 2013 - Present
Independent Consulting February 2008 - Present
The Dessoff Choirs Inc July 2002 - Present
Smith Barney/Citigroup February 2006 - February 2008
Firemans Fund Insurance Company February 2003 - February 2006
Prudential Securities March 1985 - November 2001
Prudential Financial 1997 - 2000
Standard & Poor's August 1981 - March 1985
Skills
General Management, Marketing Strategy, Marketing Communications, Branding, Customer Segmentation, Product Development, Business Intelligence, Marketing Research, Customer Analytics, Management, Integrated Marketing, Analytics, Segmentation, CRM, Start-ups, Strategy, Advertising, Financial Services, Marketing, Leadership, Business Strategy, Business Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA
Columbia University in the City of New York
MA
Wheaton College (MA)
BA
Matt Viane Matt Viane's Smith Barney/Citigroup Experience May 2007 - August 2007
Job User Experience Architect at Allstate
Industry Design
Experience
Allstate October 2014 - Present
Drum Agency July 2013 - October 2014
Tribune Digital November 2011 - July 2013
Manifest Digital April 2011 - September 2011
Merchant Mobile Messaging Inc. dba College Mobile Deals June 2010 - April 2011
College Mobile Deals May 2009 - April 2011
Northwestern Mutual April 2009 - June 2009
Smith Barney/CitiGroup May 2007 - August 2007
Skills
Advertising, Mobile Marketing, Digital Marketing, Email Marketing, User Experience, Mobile Devices, Axure, Marketing, User-centered Design, Wireframes, Sales, Online Advertising, Digital Strategy, User Interface Design, Interaction Design, Account Management, Online Marketing, Integrated Marketing, Social Networking, Digital Media, Social Media, Mobile Applications
Education
DePaul University
Master of Science (MS), Human Computer Interaction
ADMCi - School for Digital Craftsmanship 2014 — 2014
Applied Interaction Design
Miami University
Finance/Entrepreneurship
Allstate October 2014 - Present
Drum Agency July 2013 - October 2014
Tribune Digital November 2011 - July 2013
Manifest Digital April 2011 - September 2011
Merchant Mobile Messaging Inc. dba College Mobile Deals June 2010 - April 2011
College Mobile Deals May 2009 - April 2011
Northwestern Mutual April 2009 - June 2009
Smith Barney/CitiGroup May 2007 - August 2007
Skills
Advertising, Mobile Marketing, Digital Marketing, Email Marketing, User Experience, Mobile Devices, Axure, Marketing, User-centered Design, Wireframes, Sales, Online Advertising, Digital Strategy, User Interface Design, Interaction Design, Account Management, Online Marketing, Integrated Marketing, Social Networking, Digital Media, Social Media, Mobile Applications
Education
DePaul University
Master of Science (MS), Human Computer Interaction
ADMCi - School for Digital Craftsmanship 2014 — 2014
Applied Interaction Design
Miami University
Finance/Entrepreneurship
Kelly Moulton's Smith Barney/Citigroup Experience 1996 - 2006
Job Managing Director, Slate Hill, Ltd.
Industry Financial Services
Experience
Moulton Advisory, LLC March 2013 - May 2015
J.P. Morgan January 2010 - February 2013
Edge Capital Partners January 2006 - February 2010
Smith Barney/Citigroup 1996 - 2006
Skills
Investments, Private Equity, Alternative Investments, Hedge Funds, Finance, Consulting, Multi-generational..., High Net Worth..., Forensic Analysis, Fundraising, Strategic Planning, Sales, Networking, Securities, Series 7, Estate Planning, Retirement, Series 63, Strategy, Portfolio Management, Wealth, Financial Advisory, Capital Markets, Asset Management, Equities, Financial Services, Wealth Management
Education
Florida State University 1992 — 1996
B.A. English and Spanish Business, English/Spanish
Florida State University 1992 — 1996
Bachelor of Arts (BA)
Moulton Advisory, LLC March 2013 - May 2015
J.P. Morgan January 2010 - February 2013
Edge Capital Partners January 2006 - February 2010
Smith Barney/Citigroup 1996 - 2006
Skills
Investments, Private Equity, Alternative Investments, Hedge Funds, Finance, Consulting, Multi-generational..., High Net Worth..., Forensic Analysis, Fundraising, Strategic Planning, Sales, Networking, Securities, Series 7, Estate Planning, Retirement, Series 63, Strategy, Portfolio Management, Wealth, Financial Advisory, Capital Markets, Asset Management, Equities, Financial Services, Wealth Management
Education
Florida State University 1992 — 1996
B.A. English and Spanish Business, English/Spanish
Florida State University 1992 — 1996
Bachelor of Arts (BA)
Maria Salazar Lukens's Smith Barney/Citigroup Experience June 2005 - July 2006
Job Vice President, Investor Relations at Digital Realty
Industry Information Technology and Services
Experience
Digital Realty July 2011 - Present
NMN Advisors, Inc. November 2013 - January 2015
Prologis, Inc. (fka AMB Property Corporation) May 2008 - June 2011
MacFarlane Partners July 2006 - May 2008
Smith Barney/Citigroup June 2005 - July 2006
GE Global Sponsors Finance August 2004 - June 2005
The Walt Disney Company March 2001 - August 2002
Tickets.com January 2000 - March 2001
Ernst & Young January 1998 - January 2000
Skills
Investor Relations, Private Equity, Equity Research, Financial Modeling, Financial Analysis, Real Estate, Finance, SEC filings, Strategic Financial..., Strategy, Analysis, Valuation, Forecasting, Investments, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
California State University-Fullerton 1992 — 1997
Bachelor of Arts (BA)
Digital Realty July 2011 - Present
NMN Advisors, Inc. November 2013 - January 2015
Prologis, Inc. (fka AMB Property Corporation) May 2008 - June 2011
MacFarlane Partners July 2006 - May 2008
Smith Barney/Citigroup June 2005 - July 2006
GE Global Sponsors Finance August 2004 - June 2005
The Walt Disney Company March 2001 - August 2002
Tickets.com January 2000 - March 2001
Ernst & Young January 1998 - January 2000
Skills
Investor Relations, Private Equity, Equity Research, Financial Modeling, Financial Analysis, Real Estate, Finance, SEC filings, Strategic Financial..., Strategy, Analysis, Valuation, Forecasting, Investments, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
California State University-Fullerton 1992 — 1997
Bachelor of Arts (BA)
Nancy L. Daniel, MSA Nancy L. Daniel, MSA's Smith Barney/Citigroup Experience February 2001 - June 2004
Job Financial Advisor/Owner at Crescendo Finance
Industry Financial Services
Experience
CRESCENDO FINANCE LLC June 2007 - Present
Raymond James & Associates July 2004 - April 2007
Smith Barney/Citigroup February 2001 - June 2004
Morgan Stanley/Dean Witter June 1993 - February 2001
Skills
Securities, Retirement, Portfolio Management, 401k Rollovers, Roth IRA, FINRA, 401k, Financial Advisory, Series 65, Strategic Financial..., Saving for Education, Investment Strategies, 529 Plans, College Savings Plans, Series 7, IRAs, Fixed Annuities, Retirement Planning, Investments, Investment Advisory, Insurance, Bonds, Financial Planners, Long-term Care, ETFs, Investment Advisory..., Stocks, Estate Planning, Series 63, Strategic Planning, Strategy, Options, Personal Financial..., Term Life Insurance, Life Insurance, Small Business, Wealth Management, Education Funding, College Education..., Investment Management, Separately Managed..., Employee Benefits, Wealth Accumulation, Municipal Bonds, Asset Allocation, Retirement Savings, Wealth Management..., Wealth, Long Term Care Insurance, Finance
Education
Eastern Michigan University 1980 — 1989
Master of Science, Accounting
Michigan State University 1972 — 1979
Ba/Ba, Music Education/Music Therapy
CRESCENDO FINANCE LLC June 2007 - Present
Raymond James & Associates July 2004 - April 2007
Smith Barney/Citigroup February 2001 - June 2004
Morgan Stanley/Dean Witter June 1993 - February 2001
Skills
Securities, Retirement, Portfolio Management, 401k Rollovers, Roth IRA, FINRA, 401k, Financial Advisory, Series 65, Strategic Financial..., Saving for Education, Investment Strategies, 529 Plans, College Savings Plans, Series 7, IRAs, Fixed Annuities, Retirement Planning, Investments, Investment Advisory, Insurance, Bonds, Financial Planners, Long-term Care, ETFs, Investment Advisory..., Stocks, Estate Planning, Series 63, Strategic Planning, Strategy, Options, Personal Financial..., Term Life Insurance, Life Insurance, Small Business, Wealth Management, Education Funding, College Education..., Investment Management, Separately Managed..., Employee Benefits, Wealth Accumulation, Municipal Bonds, Asset Allocation, Retirement Savings, Wealth Management..., Wealth, Long Term Care Insurance, Finance
Education
Eastern Michigan University 1980 — 1989
Master of Science, Accounting
Michigan State University 1972 — 1979
Ba/Ba, Music Education/Music Therapy
Paul Weisbruch's Smith Barney/Citigroup Experience 1998 - 1999
Job VP ETF/Options Sales and Trading at Street One Financial
Industry Capital Markets
Experience
Street One Financial November 2009 - Present
RevenueShares ETFs December 2007 - November 2009
Susquehanna International Group April 2004 - October 2007
Susquehanna International Group May 2005 - June 2007
Susquehanna International Group October 2003 - April 2004
Susquehanna International Group April 2003 - April 2004
Susquehanna International Group March 2000 - October 2003
Vanguard Group August 1999 - March 2000
Scottrade May 1998 - April 1999
Smith Barney/Citigroup 1998 - 1999
Skills
Series 4, Series 55, Series 7, ETFs, Best Execution, Liquidity, Options, Series 6, Series 63, Series 65, ETNs, Public Speaking, Equities, Trading, Equity Trading, Industry Analysis, Traders, Volatility, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Bonds, Bloomberg, Securities, Derivatives, Technical Analysis, Stocks, Commodities, Capital Markets, Structured Products, Hedging, Trading Systems, Electronic Trading, Proprietary Trading, FX, Emerging Markets, Risk
Education
Villanova University 2002 — 2005
MBA, Finance
University of Pittsburgh 1995 — 1999
B.S., Economics
Pocono Mountain H.S. 1991 — 1995
Street One Financial November 2009 - Present
RevenueShares ETFs December 2007 - November 2009
Susquehanna International Group April 2004 - October 2007
Susquehanna International Group May 2005 - June 2007
Susquehanna International Group October 2003 - April 2004
Susquehanna International Group April 2003 - April 2004
Susquehanna International Group March 2000 - October 2003
Vanguard Group August 1999 - March 2000
Scottrade May 1998 - April 1999
Smith Barney/Citigroup 1998 - 1999
Skills
Series 4, Series 55, Series 7, ETFs, Best Execution, Liquidity, Options, Series 6, Series 63, Series 65, ETNs, Public Speaking, Equities, Trading, Equity Trading, Industry Analysis, Traders, Volatility, Alternative Investments, Asset Allocation, Investment Strategies, Fixed Income, Bonds, Bloomberg, Securities, Derivatives, Technical Analysis, Stocks, Commodities, Capital Markets, Structured Products, Hedging, Trading Systems, Electronic Trading, Proprietary Trading, FX, Emerging Markets, Risk
Education
Villanova University 2002 — 2005
MBA, Finance
University of Pittsburgh 1995 — 1999
B.S., Economics
Pocono Mountain H.S. 1991 — 1995
Jennifer Engeling's Smith Barney/Citigroup Experience May 2005 - August 2005
Job Product Manager at Blackhawk Network
Industry Financial Services
Experience
Blackhawk Network July 2015 - Present
InteliSpend August 2013 - Present
U.S. Department of State October 2011 - December 2011
Thomson Reuters 2007 - July 2009
Ameriprise Financial 2006 - 2007
Smith Barney/Citigroup May 2005 - August 2005
Skills
Financial Markets, Market Research, Economics, Marketing Strategy, Leadership, French, Competitive Analysis, Finance, Financial Analysis, Data Analysis, Analysis, Business Development, Strategy, Business Strategy, Management, Strategic Planning, Business Analysis
Education
Washington University in St. Louis 2009 — 2012
MBA/MA, international business, international affairs
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
international business
Université Paris Dauphine 2010 — 2010
international business
Washington University in St. Louis 2002 — 2006
B.A., English, psychology, minor: gender studies
Blackhawk Network July 2015 - Present
InteliSpend August 2013 - Present
U.S. Department of State October 2011 - December 2011
Thomson Reuters 2007 - July 2009
Ameriprise Financial 2006 - 2007
Smith Barney/Citigroup May 2005 - August 2005
Skills
Financial Markets, Market Research, Economics, Marketing Strategy, Leadership, French, Competitive Analysis, Finance, Financial Analysis, Data Analysis, Analysis, Business Development, Strategy, Business Strategy, Management, Strategic Planning, Business Analysis
Education
Washington University in St. Louis 2009 — 2012
MBA/MA, international business, international affairs
WHU - Otto Beisheim Graduate School of Management 2011 — 2011
international business
Université Paris Dauphine 2010 — 2010
international business
Washington University in St. Louis 2002 — 2006
B.A., English, psychology, minor: gender studies
Edward Spitzer's Smith Barney/Citigroup Experience June 2006 - Present
Job Retired at Smith Barney/Citigroup
Industry Financial Services
Experience
Smith Barney/Citigroup June 2006 - Present
smith barney 1986 - 2006
Skills
Fileaid, SDLC, TSO, DB2, JCL, SAS programming
Education
City University of New York City College 1967 — 1969
Smith Barney/Citigroup June 2006 - Present
smith barney 1986 - 2006
Skills
Fileaid, SDLC, TSO, DB2, JCL, SAS programming
Education
City University of New York City College 1967 — 1969
Marc Mendez's Smith Barney/Citigroup Experience September 1998 - March 2004
Job President at USA Asset Managment
Industry Investment Management
Experience
USA Asset Managment 2004 - Present
Smith Barney/Citigroup September 1998 - March 2004
Skills
Divestitures, 401k, Strategic Financial..., Retirement Planning, Asset Management, Asset Allocation, Finance, Personal Finance, Estate Planning, Investment Advisory, Wealth, Financial Planners, Investment Management, Series 7, Cash Flow, Portfolio Management, Financial Planning
Education
University of California, Los Angeles
PFP, Financial Planning - Investments, Retirement, Tax, Insurance, Estate
University of Southern California - Marshall School of Business
Bachelor Science Degree, Finance
USA Asset Managment 2004 - Present
Smith Barney/Citigroup September 1998 - March 2004
Skills
Divestitures, 401k, Strategic Financial..., Retirement Planning, Asset Management, Asset Allocation, Finance, Personal Finance, Estate Planning, Investment Advisory, Wealth, Financial Planners, Investment Management, Series 7, Cash Flow, Portfolio Management, Financial Planning
Education
University of California, Los Angeles
PFP, Financial Planning - Investments, Retirement, Tax, Insurance, Estate
University of Southern California - Marshall School of Business
Bachelor Science Degree, Finance
Brent Wick's Smith Barney/Citigroup Experience April 2007 - April 2009
Job AnalystBarclays Wealth & Investment Management, Americas
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
Barclays Wealth and Investment Management May 2012 - July 2015
J.P. Morgan April 2009 - May 2012
Smith Barney/Citigroup April 2007 - April 2009
Wells Fargo March 2006 - April 2007
Bank of America August 2004 - March 2006
RadioShack August 1999 - August 2004
Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66
Education
California State University-Long Beach - College of Business Administration 1999 — 2009
B.S., Business Administration, Finance, Investments
Lakewood High School 1995 — 1999
Diploma, N/A
J.P. Morgan July 2015 - Present
Barclays Wealth and Investment Management May 2012 - July 2015
J.P. Morgan April 2009 - May 2012
Smith Barney/Citigroup April 2007 - April 2009
Wells Fargo March 2006 - April 2007
Bank of America August 2004 - March 2006
RadioShack August 1999 - August 2004
Skills
Fixed Income, Sales, Equities, Bloomberg, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Securities, Client Service, Microsoft Excel, Series 7, Series 66
Education
California State University-Long Beach - College of Business Administration 1999 — 2009
B.S., Business Administration, Finance, Investments
Lakewood High School 1995 — 1999
Diploma, N/A
Jack Snyder, Jr.'s Smith Barney/Citigroup Experience November 2002 - May 2005
Job Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Nuveen Investments April 2012 - Present
Sun Life Financial March 2009 - March 2012
Genworth Financial January 2008 - March 2009
Hartford Leaders May 2005 - December 2007
Smith Barney/Citigroup November 2002 - May 2005
Skills
Series 7, Series 63, Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 1999 — 2002
Bach of science, Finance
twin valley
Dustin Stadel's Smith Barney/Citigroup Experience October 2000 - January 2005
Job Regional Channel Manager 401k External Wholesaler
Industry Financial Services
Experience
ADP Retirement Services June 2014 - Present
ADP Retirement Services February 2010 - May 2014
RiverSource/Ameriprise Financial March 2008 - January 2009
Banc of America Investments/Bank of America January 2005 - March 2008
Smith Barney/Citigroup October 2000 - January 2005
Abbott Laboratories July 1996 - October 2000
E&J Gallo Winery June 1993 - July 1996
Skills
Sales, Strategic Financial..., New Business Development, Strategic Planning, Marketing, Series 7, Series 63, Retirement Benefits, 401k, Financial Advisory, Account Management, Territory Management, Territory Development, Mutual Funds, Fixed Annuities, Variable Annuities, Channel Partners, Salesforce Training, Sales Rep Training, SPIN Selling, FUSION Presentation..., Quality Sales Call...
Education
University of Oregon 1989 — 1993
Bachelors, Political Science
ADP Retirement Services June 2014 - Present
ADP Retirement Services February 2010 - May 2014
RiverSource/Ameriprise Financial March 2008 - January 2009
Banc of America Investments/Bank of America January 2005 - March 2008
Smith Barney/Citigroup October 2000 - January 2005
Abbott Laboratories July 1996 - October 2000
E&J Gallo Winery June 1993 - July 1996
Skills
Sales, Strategic Financial..., New Business Development, Strategic Planning, Marketing, Series 7, Series 63, Retirement Benefits, 401k, Financial Advisory, Account Management, Territory Management, Territory Development, Mutual Funds, Fixed Annuities, Variable Annuities, Channel Partners, Salesforce Training, Sales Rep Training, SPIN Selling, FUSION Presentation..., Quality Sales Call...
Education
University of Oregon 1989 — 1993
Bachelors, Political Science
Jonathan Hagan's Smith Barney/Citigroup Experience March 1996 - March 1999
Job Real Estate Investments
Industry Financial Services
Experience
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
CCI LLC 2012 - Present
SunTrust Bank January 2009 - March 2012
SunTrust Investment Services January 2008 - January 2009
SunTrust Robinson Humphrey April 1999 - January 2008
Smith Barney/Citigroup March 1996 - March 1999
Skills
Asset Managment, Investments, Wealth Management, Banking, Credit, Retirement Planning, Management, Capital Markets, Finance, Portfolio Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Michael Brophy's Smith Barney/Citigroup Experience 1994 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School