Soloman Smith Barney
Industry: Investment banking
DescriptionSalomon Brothers was an American investment bank founded in 1910 by Arthur, Herbert and Percy Salomon and a clerk named Ben Levy, remaining a partnership until the early 1980s. It was acquired by the commodity trading firm Phibro Corporation and became Salomon Inc. Founded: 1910 Ceased operations: 2003 Headquarters: New York City, NY Revenue: 4.018 billion USD (June 1997) Number of employees: 7,100 (June 1997) Founders: Percy Salomon, Herbert Salomon, Arthur Salomon
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Soloman Smith Barney Employees
Employee
Years
Job
Industry
Jenna Page Jenna Page's Soloman Smith Barney Experience September 2003 - May 2005
Job Owner, Land and Cruise Vacation Specialist
Industry Leisure, Travel & Tourism
Experience
Cruise Planners July 2014 - Present
Google August 2015 - September 2015
Soloman Smith Barney September 2003 - May 2005
Merrill Lynch July 2000 - August 2003
Merrill Lynch July 1996 - July 2000
Charles Schwab April 1995 - April 1996
Charles Schwab October 1992 - March 1995
Clear Channel Communications - WINZ/WZTA October 1990 - September 1993
WPLG TV September 1989 - September 1990
MTV Networks, New York , NY August 1987 - July 1989
Skills
Film Production, Film Editing, Screenwriting, Video Production, Video Editing, Investments, Loans, Brokerage, Series 63, Series 7, Final Cut Pro, Video, Customer Service, Public Speaking, Sales, Editing, Social Networking, Call Centers, Blogging, Social Media, Facebook, Creative Writing, Photography, Management, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Marketing, Incentive Travel, Travel Management, Vacation, Cruises, Team Building, Strategic Planning, Public Relations, Online Advertising, Online Marketing, Entrepreneurship, Budgets, Hospitality, Negotiation, New Business Development, Small Business, Leadership, Advertising, Tourism, Hotels, Resorts, Leisure Travel
Education
New York University 1985 — 1989
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
Hartwick College 1985 — 1987
Bachelor of Arts (B.A.)
Cruise Planners July 2014 - Present
Google August 2015 - September 2015
Soloman Smith Barney September 2003 - May 2005
Merrill Lynch July 2000 - August 2003
Merrill Lynch July 1996 - July 2000
Charles Schwab April 1995 - April 1996
Charles Schwab October 1992 - March 1995
Clear Channel Communications - WINZ/WZTA October 1990 - September 1993
WPLG TV September 1989 - September 1990
MTV Networks, New York , NY August 1987 - July 1989
Skills
Film Production, Film Editing, Screenwriting, Video Production, Video Editing, Investments, Loans, Brokerage, Series 63, Series 7, Final Cut Pro, Video, Customer Service, Public Speaking, Sales, Editing, Social Networking, Call Centers, Blogging, Social Media, Facebook, Creative Writing, Photography, Management, Social Media Marketing, Event Planning, Event Management, Marketing Strategy, Marketing, Incentive Travel, Travel Management, Vacation, Cruises, Team Building, Strategic Planning, Public Relations, Online Advertising, Online Marketing, Entrepreneurship, Budgets, Hospitality, Negotiation, New Business Development, Small Business, Leadership, Advertising, Tourism, Hotels, Resorts, Leisure Travel
Education
New York University 1985 — 1989
Bachelor of Fine Arts (BFA), Cinematography and Film/Video Production
Hartwick College 1985 — 1987
Bachelor of Arts (B.A.)
Sherry Anselmo Sherry Anselmo's Soloman Smith Barney Experience July 1995 - May 2001
Job Investment and Consulting Services
Industry Financial Services
Experience
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
TD Ameritrade 2013 - Present
Championship Volleyball, Inc. 2011 - 2012
Wachovia Securities Financial Network May 2001 - June 2005
Soloman Smith Barney July 1995 - May 2001
Merrill Lynch June 1984 - July 1994
Skills
Investments, Sports, Strategic Planning, Marketing Strategy, Sales, CRM, Entrepreneurship, Marketing, Management, Athletics, Mergers & Acquisitions, Leadership, Event Planning, Finance
Education
University of Missouri-Columbia 1980 — 1984
BSBA, Finance
Colleen Tovar's Soloman Smith Barney Experience Financial CounselorHarrison Medical CenterJune 2013 - Present
Job Financial Counselor at Harrison Medical Center
Industry Hospital & Health Care
Experience
Soloman Smith Barney Financial CounselorHarrison Medical CenterJune 2013 - Present
Swedish Medical Center July 2011 - July 2013
Nordstrom July 1995 - July 2007
Skills
Insurance, Healthcare Management, HIPAA, Employee Benefits, Medicaid, Revenue Cycle, Team Building, Finance, Healthcare, Healthcare Information..., EHR, Hospitals, Medicare, EMR, Management, Customer Service, Customer Satisfaction, Customer Relations, Affordable Care Act, Sales Management, Sales, Leadership, Software Documentation, Training, Process Improvement, Medical Billing, Medical Coding
Education
Central Washington University 2011 — 2012
Certification , Medical Insurance Coding Specialist/Coder
Soloman Smith Barney Financial CounselorHarrison Medical CenterJune 2013 - Present
Swedish Medical Center July 2011 - July 2013
Nordstrom July 1995 - July 2007
Skills
Insurance, Healthcare Management, HIPAA, Employee Benefits, Medicaid, Revenue Cycle, Team Building, Finance, Healthcare, Healthcare Information..., EHR, Hospitals, Medicare, EMR, Management, Customer Service, Customer Satisfaction, Customer Relations, Affordable Care Act, Sales Management, Sales, Leadership, Software Documentation, Training, Process Improvement, Medical Billing, Medical Coding
Education
Central Washington University 2011 — 2012
Certification , Medical Insurance Coding Specialist/Coder
Laura Wilton's Soloman Smith Barney Experience 2000 - 2004
Job Sales Professional
Industry Individual & Family Services
Experience
Home To Stay October 2014 - Present
benny's PET DEPOT 2010 - 2014
Holiday Barn Pet Resorts 2009 - 2010
Robins Cellars The 2008 - 2009
National Distributing Company 2004 - 2007
Soloman Smith Barney 2000 - 2004
Skills
Sales, Sales Management, Management, Customer Retention, Customer Service, Team Leadership, New Business Development
Education
Elon College 1990 — 1994
Bachelor's degree, European History
University of North Carolina at Greensboro
European History
Home To Stay October 2014 - Present
benny's PET DEPOT 2010 - 2014
Holiday Barn Pet Resorts 2009 - 2010
Robins Cellars The 2008 - 2009
National Distributing Company 2004 - 2007
Soloman Smith Barney 2000 - 2004
Skills
Sales, Sales Management, Management, Customer Retention, Customer Service, Team Leadership, New Business Development
Education
Elon College 1990 — 1994
Bachelor's degree, European History
University of North Carolina at Greensboro
European History
Jeffrey Krupnick's Soloman Smith Barney Experience May 2004 - May 2008
Job JHS Capital Advisors, Executive Vice President
Industry Financial Services
Experience
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
JHS Capital Advisors, LLC January 2015 - Present
Wells Fargo Advisors, LLC May 2008 - December 2014
Soloman Smith Barney May 2004 - May 2008
Merrill Lynch February 2000 - May 2004
Skills
Customer Service, Financial Analysis, Mortgage Lending, Investments, Wealth Management, Commercial Lending, Retirement Planning, Asset Allocation, Portfolio Management, Mutual Funds, Asset Based Lending, Finance, Asset Management, Securities
Education
University of South Florida 1998 — 2000
Bachelor of Science (BS), College of Business Administration
St. Rose High School 1991 — 1993
Rumson Country Day School 1980 — 1989
Steve Cull Steve Cull's Soloman Smith Barney Experience May 2008 - May 2010
Job Regional Sales Manager at Serac Inc.
Industry Packaging and Containers
Experience
Serac Group February 2015 - Present
Technical Solutions Co.,Ltd. May 2010 - February 2015
Soloman Smith Barney May 2008 - May 2010
Skills
Sales Management, Finance, Account Management, Product Development, New Business Development
Education
North Central College 2004 — 2008
Bachelor or Arts, Finance, Economics, & Management
Serac Group February 2015 - Present
Technical Solutions Co.,Ltd. May 2010 - February 2015
Soloman Smith Barney May 2008 - May 2010
Skills
Sales Management, Finance, Account Management, Product Development, New Business Development
Education
North Central College 2004 — 2008
Bachelor or Arts, Finance, Economics, & Management
Irene Sun Irene Sun's Soloman Smith Barney Experience June 2001 - August 2001
Job Bainbridge Consulting
Industry Management Consulting
Experience
Bainbridge, Inc. February 2015 - Present
Hagerty Consulting March 2013 - February 2015
MSCI Inc. February 2012 - May 2012
Beyondbond June 2011 - August 2011
Atlantic Council of the United States September 2009 - August 2010
Council on Foreign Relations September 2009 - December 2009
Davis Polk & Wardwell LLP October 2004 - June 2008
Google August 2004 - October 2004
ISAACS CLOUSE AND CROSE LLP August 2002 - August 2004
Soloman Smith Barney June 2001 - August 2001
Skills
Policy Analysis, International Relations, Strategy, Editing, Stata, Research, Economics, Public Policy, Government, Leadership, Public Speaking, French, Government Relations, Qualitative Research, Microsoft Excel, Program Management, Event Management, Data Analysis, Event Planning, Emergency Management, Federal Grants..., Analysis, Strategic Planning, Management, Competitive Analysis, Writing, PowerPoint, Statistics, Project Management, International..., Market Sizing, Market Research, Team Building, International Market...
Education
Columbia University in the City of New York
Master's degree in International Affairs
University of California, Los Angeles
Bachelor of Arts (BA)
Monta Vista High School (Cupertino, CA)
Bainbridge, Inc. February 2015 - Present
Hagerty Consulting March 2013 - February 2015
MSCI Inc. February 2012 - May 2012
Beyondbond June 2011 - August 2011
Atlantic Council of the United States September 2009 - August 2010
Council on Foreign Relations September 2009 - December 2009
Davis Polk & Wardwell LLP October 2004 - June 2008
Google August 2004 - October 2004
ISAACS CLOUSE AND CROSE LLP August 2002 - August 2004
Soloman Smith Barney June 2001 - August 2001
Skills
Policy Analysis, International Relations, Strategy, Editing, Stata, Research, Economics, Public Policy, Government, Leadership, Public Speaking, French, Government Relations, Qualitative Research, Microsoft Excel, Program Management, Event Management, Data Analysis, Event Planning, Emergency Management, Federal Grants..., Analysis, Strategic Planning, Management, Competitive Analysis, Writing, PowerPoint, Statistics, Project Management, International..., Market Sizing, Market Research, Team Building, International Market...
Education
Columbia University in the City of New York
Master's degree in International Affairs
University of California, Los Angeles
Bachelor of Arts (BA)
Monta Vista High School (Cupertino, CA)
Sheena Yiu Sheena Yiu's Soloman Smith Barney Experience February 2008 - August 2008
Job Senior Treasury Analyst & MBA candidate at Chapman University
Industry Financial Services
Experience
American Career College May 2015 - Present
Advantage Sales & Marketing, Inc. July 2013 - May 2015
Vanguard Space Technologies, Inc. January 2012 - July 2013
Soloman Smith Barney February 2008 - August 2008
Skills
Crystal Reports, Microsoft Excel, Epicor, Exostar, WAWF, Accounting, Account Reconciliation, Accounts Receivable, Fixed Assets, Financial Analysis, General Ledger, Cash Flow, Data Analysis, Analysis, Variance Analysis, Cash Management, Spreadsheets, GAAP, Financial Accounting, Accounts Payable, Forecasting, Budgets, Microsoft Office, Social Media, Research, Finance, PowerPoint, Microsoft Word, Management, Financial Reporting, Time Management
Education
Chapman University 2014 — 2016
Master of Business Administration (MBA), Finance
George Brown College 2010 — 2012
University of California, Los Angeles 2006 — 2009
Bachelor of Arts (B.A.), Economics and Global Studies
American Career College May 2015 - Present
Advantage Sales & Marketing, Inc. July 2013 - May 2015
Vanguard Space Technologies, Inc. January 2012 - July 2013
Soloman Smith Barney February 2008 - August 2008
Skills
Crystal Reports, Microsoft Excel, Epicor, Exostar, WAWF, Accounting, Account Reconciliation, Accounts Receivable, Fixed Assets, Financial Analysis, General Ledger, Cash Flow, Data Analysis, Analysis, Variance Analysis, Cash Management, Spreadsheets, GAAP, Financial Accounting, Accounts Payable, Forecasting, Budgets, Microsoft Office, Social Media, Research, Finance, PowerPoint, Microsoft Word, Management, Financial Reporting, Time Management
Education
Chapman University 2014 — 2016
Master of Business Administration (MBA), Finance
George Brown College 2010 — 2012
University of California, Los Angeles 2006 — 2009
Bachelor of Arts (B.A.), Economics and Global Studies
Sherri Overton-Vance Sherri Overton-Vance's Soloman Smith Barney Experience January 2006 - June 2009
Job Assistant for The Liles Group
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Brendan Lynch's Soloman Smith Barney Experience 1991 - 1995
Job Vice President, Business Manager at Bank of America
Industry Financial Services
Experience
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
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
Kathy Giske Schneider Kathy Giske Schneider's Soloman Smith Barney Experience 1999 - 2004
Job Senior Enterprise Solutions Sales Executive
Industry Financial Services
Experience
In Transition - Actively Pursuing new Opportunities April 2015 - Present
Bloomberg LP December 2006 - December 2014
JPMorgan 2004 - 2006
Soloman Smith Barney 1999 - 2004
Skills
Bloomberg, Bloomberg Terminal, Banking, Equities, Derivatives, Securities, Financial Markets, Sales, Investments, Mergers & Acquisitions, Asset Management, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
In Transition - Actively Pursuing new Opportunities April 2015 - Present
Bloomberg LP December 2006 - December 2014
JPMorgan 2004 - 2006
Soloman Smith Barney 1999 - 2004
Skills
Bloomberg, Bloomberg Terminal, Banking, Equities, Derivatives, Securities, Financial Markets, Sales, Investments, Mergers & Acquisitions, Asset Management, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Dale Ditto Dale Ditto's Soloman Smith Barney Experience April 2000 - September 2002
Job Hilliard Lyons McIntoshDitto Wealth Advisory Group Financial Consultant, Senior Vice President
Industry Financial Services
Experience
Hilliard Lyons March 2009 - Present
UBS October 2002 - March 2009
Soloman Smith Barney April 2000 - September 2002
Dale Ditto Attorney-At-Law January 1985 - March 2000
Education
University of Virginia 1979 — 1982
Master of Arts (M.A.), Foreign Affairs
University of Virginia School of Law 1976 — 1978
Doctor of Law (J.D.), Law
Oral Roberts University 1973 — 1975
Bachelor of Science (B.S.), Business/Commerce, General
Hilliard Lyons March 2009 - Present
UBS October 2002 - March 2009
Soloman Smith Barney April 2000 - September 2002
Dale Ditto Attorney-At-Law January 1985 - March 2000
Education
University of Virginia 1979 — 1982
Master of Arts (M.A.), Foreign Affairs
University of Virginia School of Law 1976 — 1978
Doctor of Law (J.D.), Law
Oral Roberts University 1973 — 1975
Bachelor of Science (B.S.), Business/Commerce, General
Jennifer Majcher Jennifer Majcher's Soloman Smith Barney Experience 1997 - 1998
Job General Education Instructor at Rosedale Technical College
Industry Higher Education
Experience
Rosedale Technical College Branch Operations ManagerLegg Mason2000 - 2001
PNC 1999 - 2000
Merrill Lynch 1998 - 1999
Soloman Smith Barney 1997 - 1998
Skills
Higher Education, Brokerage, Team Leadership, Educational Leadership, Leadership Development, Instructor-led Training, Recruiting, Management, Teaching, Public Speaking, Leadership, Coaching
Education
Point Park University 1986 — 1991
Bachelor's Degree, Business Administration and Management, General
Point Park University 1986 — 1991
Bachelor's Degree, Fine/Studio Arts, Dance
Montour School District
Rosedale Technical College Branch Operations ManagerLegg Mason2000 - 2001
PNC 1999 - 2000
Merrill Lynch 1998 - 1999
Soloman Smith Barney 1997 - 1998
Skills
Higher Education, Brokerage, Team Leadership, Educational Leadership, Leadership Development, Instructor-led Training, Recruiting, Management, Teaching, Public Speaking, Leadership, Coaching
Education
Point Park University 1986 — 1991
Bachelor's Degree, Business Administration and Management, General
Point Park University 1986 — 1991
Bachelor's Degree, Fine/Studio Arts, Dance
Montour School District
Ryan Tevis Ryan Tevis's Soloman Smith Barney Experience January 2000 - November 2002
Job
Industry Financial Services
Experience
Tevis Investment Management, LLC February 2013 - Present
TH Wealth Management December 2002 - February 2013
Soloman Smith Barney January 2000 - November 2002
State Farm Insurance September 1995 - January 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The University of Dallas 2002 — 2005
Master of Business Administration (M.B.A.)
Baylor University 1991 — 1995
Bachelor's degree, Liberal Arts & Business
Tevis Investment Management, LLC February 2013 - Present
TH Wealth Management December 2002 - February 2013
Soloman Smith Barney January 2000 - November 2002
State Farm Insurance September 1995 - January 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
The University of Dallas 2002 — 2005
Master of Business Administration (M.B.A.)
Baylor University 1991 — 1995
Bachelor's degree, Liberal Arts & Business
Steve Conkling's Soloman Smith Barney Experience 1998 - January 2004
Job Partner and Founder at Darmego LLC
Industry Computer Software
Experience
Darmego LLC August 2010 - Present
TyraTech May 2007 - June 2010
segOne, Inc. February 2004 - April 2007
Soloman Smith Barney 1998 - January 2004
PNV 1997 - 2000
Interactive Systems Corporation 1984 - 1990
Skills
Operations Management, Management, Product Development, Leadership, Start-ups, Cross-functional Team..., Mergers, R&D, Strategic Planning, Change Management, New Business Development, Marketing Strategy, Strategic Partnerships, Strategy, Innovation Consulting, Lifesciences, Business Strategy, Biotechnology, Continuous Improvement, Licensing, Sales Management, Licensing Negotiations, Market Development, Business Planning, Business Development, Finance, Entrepreneurship, Mergers & Acquisitions, Consulting, Investments, Management Consulting, Competitive Analysis, Executive Management, Corporate Development, Product Management, International Business, Venture Capital, Go-to-market Strategy, P&L Management, Market Research
Education
University of Southern California - Marshall School of Business 1970 — 1973
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1962 — 1966
Bachelor of Science (B.S.), Industrial Management / Computer Science
Darmego LLC August 2010 - Present
TyraTech May 2007 - June 2010
segOne, Inc. February 2004 - April 2007
Soloman Smith Barney 1998 - January 2004
PNV 1997 - 2000
Interactive Systems Corporation 1984 - 1990
Skills
Operations Management, Management, Product Development, Leadership, Start-ups, Cross-functional Team..., Mergers, R&D, Strategic Planning, Change Management, New Business Development, Marketing Strategy, Strategic Partnerships, Strategy, Innovation Consulting, Lifesciences, Business Strategy, Biotechnology, Continuous Improvement, Licensing, Sales Management, Licensing Negotiations, Market Development, Business Planning, Business Development, Finance, Entrepreneurship, Mergers & Acquisitions, Consulting, Investments, Management Consulting, Competitive Analysis, Executive Management, Corporate Development, Product Management, International Business, Venture Capital, Go-to-market Strategy, P&L Management, Market Research
Education
University of Southern California - Marshall School of Business 1970 — 1973
Master of Business Administration (M.B.A.), Accounting and Finance
Purdue University 1962 — 1966
Bachelor of Science (B.S.), Industrial Management / Computer Science
Jonathan Woods's Soloman Smith Barney Experience May 2001 - May 2007
Job Chief Investment Officer
Industry Financial Services
Experience
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Woods Asset Management June 2015 - Present
Morgan Stanley May 2007 - May 2015
Soloman Smith Barney May 2001 - May 2007
Merrill Lynch January 1995 - May 2001
Lazard Asset Management 1986 - 1995
Skills
Asset Management, Equities, Series 7, Alternative Investments, Series 63, Retirement Planning, Capital Markets, Trading, Asset Allocation, Investments, Strategic Planning, Financial Analysis, Fixed Income, Investment Strategies, Hedge Funds, Mutual Funds, Portfolio Management, Bonds, Equity Research, Marketing Strategy, Educational Fundraising, Social Media Marketing, Youth Programs, Bloomberg, Financial Services, Investment Management, Options, Securities, Financial Modeling, Strategic Financial..., Trading Systems, Valuation, Investor Relations, Structured Products, Financial Advisory, Fund Of Funds, Due Diligence, Credit Analysis, Risk Management, Finance, Fixed Annuities, Structured Finance, Financial Structuring, Mergers & Acquisitions, Executive Management, Corporate Finance, Venture Capital, Emerging Markets, Economics, Banking
Education
Ohio Wesleyan University 1981 — 1985
The Brooks School 1979 — 1981
The Fessenden School 1977 — 1979
Derby Academy 1971 — 1977
Douglas F. Halliday Jr.'s Soloman Smith Barney Experience February 2006 - June 2007
Job Private Client Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
Citibank August 2008 - February 2015
Jonker Navigation Corp (USA) Inc June 2007 - August 2008
Soloman Smith Barney February 2006 - June 2007
Morgan Stanley March 2005 - February 2006
Skills
Banking, Commercial Banking, Credit Analysis, Customer Service, Credit, Management, Portfolio Management, Retail Banking, Strategic Planning, Finance, Microsoft Office
Education
Florida International University
Bachelor’s Degree, Finance
JPMorgan Chase & Co. March 2015 - Present
Citibank August 2008 - February 2015
Jonker Navigation Corp (USA) Inc June 2007 - August 2008
Soloman Smith Barney February 2006 - June 2007
Morgan Stanley March 2005 - February 2006
Skills
Banking, Commercial Banking, Credit Analysis, Customer Service, Credit, Management, Portfolio Management, Retail Banking, Strategic Planning, Finance, Microsoft Office
Education
Florida International University
Bachelor’s Degree, Finance
Anthony Coiro's Soloman Smith Barney Experience 1998 - 1999
Job SVP / COO Global Risk Reporting & Analysis at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
Citi January 2012 - January 2014
Citi September 2010 - December 2011
Citigroup April 2009 - September 2010
Citigroup April 2004 - March 2009
Credit Suisse 2003 - 2004
Bank of Tokyo-Mitsubishi 2001 - 2002
Prudential Securities 1999 - 2001
Soloman Smith Barney 1998 - 1999
Prudential Securities 1992 - 1998
Skills
Market Risk, Risk Management, Fixed Income, Banking, Hedge Funds, Credit Risk, Credit, Financial Risk, Capital Markets, Portfolio Management, Enterprise Risk..., Equities
Education
Long Island University, C.W. Post Campus 1990 — 1991
MBA, Finance
Rowan University 1985 — 1987
BS
Citi February 2014 - Present
Citi January 2012 - January 2014
Citi September 2010 - December 2011
Citigroup April 2009 - September 2010
Citigroup April 2004 - March 2009
Credit Suisse 2003 - 2004
Bank of Tokyo-Mitsubishi 2001 - 2002
Prudential Securities 1999 - 2001
Soloman Smith Barney 1998 - 1999
Prudential Securities 1992 - 1998
Skills
Market Risk, Risk Management, Fixed Income, Banking, Hedge Funds, Credit Risk, Credit, Financial Risk, Capital Markets, Portfolio Management, Enterprise Risk..., Equities
Education
Long Island University, C.W. Post Campus 1990 — 1991
MBA, Finance
Rowan University 1985 — 1987
BS
Steve Putinski's Soloman Smith Barney Experience March 2000 - February 2004
Job Financial Advisor & Vice President of Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2010 - Present
Morgan Stanley March 2008 - December 2010
Huntington National Bank (formerly Sky Trust) February 2004 - March 2008
Soloman Smith Barney March 2000 - February 2004
H&R Block Financial Advisors (formerly Olde Discount) July 1997 - March 2000
Education
University of Mount Union 1993 — 1997
B.A., Business and Economics
UBS Financial Services, Inc. December 2010 - Present
Morgan Stanley March 2008 - December 2010
Huntington National Bank (formerly Sky Trust) February 2004 - March 2008
Soloman Smith Barney March 2000 - February 2004
H&R Block Financial Advisors (formerly Olde Discount) July 1997 - March 2000
Education
University of Mount Union 1993 — 1997
B.A., Business and Economics
sherrie atherly's Soloman Smith Barney Experience 1989 - 2000
Job Practice Admin Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Soloman Smith Barney 1989 - 2000
Black & Company 1975 - 1984
Skills
Investments, Customer Service, Financial Analysis, Project Management, Microsoft Office
Education
Portland State University
Bachelor of Arts, Secondary Education and Teaching, English
Sammamish High School, Bellevue Wa
Wells Fargo Advisors, LLC April 2007 - Present
Soloman Smith Barney 1989 - 2000
Black & Company 1975 - 1984
Skills
Investments, Customer Service, Financial Analysis, Project Management, Microsoft Office
Education
Portland State University
Bachelor of Arts, Secondary Education and Teaching, English
Sammamish High School, Bellevue Wa
Helena Denham-Carter's Soloman Smith Barney Experience 1991 - 1993
Job Director of Compensation and Benefits at MDC Government
Industry Human Resources
Experience
Miami-Dade County July 2014 - Present
SEIU April 2007 - June 2014
U.S. Department of Health and Human Services 2006 - February 2007
Mercer January 2005 - July 2006
PriceWaterHouseCoopers 2000 - December 2004
Merrill Lynch 2000 - 2002
Ywca Retirement Fund Inc 1994 - April 1999
Soloman Smith Barney 1991 - 1993
Securities and Exchange Commision 1990 - 1991
Skills
Employee Benefits, Process Improvement, Pensions, Benefits Administration, Outsourcing, Performance Management, Management Consulting, Strategic Planning, Defined Benefit, Change Management, Retirement, Consulting, Start-ups, Vendor Management, Program Management, Financial Services, Financial Analysis, Management, Customer Service, Leadership, Policy, Employee Relations, Training, Human Resources, Labor Relations, Labor Management, Deferred Compensation, Compensation & Benefits, Workers Compensation
Education
Mercy College 2005 — 2007
MS, Business
City University of New York-College of Staten Island 2000 — 2006
BS, Finance
Miami-Dade County July 2014 - Present
SEIU April 2007 - June 2014
U.S. Department of Health and Human Services 2006 - February 2007
Mercer January 2005 - July 2006
PriceWaterHouseCoopers 2000 - December 2004
Merrill Lynch 2000 - 2002
Ywca Retirement Fund Inc 1994 - April 1999
Soloman Smith Barney 1991 - 1993
Securities and Exchange Commision 1990 - 1991
Skills
Employee Benefits, Process Improvement, Pensions, Benefits Administration, Outsourcing, Performance Management, Management Consulting, Strategic Planning, Defined Benefit, Change Management, Retirement, Consulting, Start-ups, Vendor Management, Program Management, Financial Services, Financial Analysis, Management, Customer Service, Leadership, Policy, Employee Relations, Training, Human Resources, Labor Relations, Labor Management, Deferred Compensation, Compensation & Benefits, Workers Compensation
Education
Mercy College 2005 — 2007
MS, Business
City University of New York-College of Staten Island 2000 — 2006
BS, Finance
Jayette Hosmer's Soloman Smith Barney Experience January 2003 - June 2003
Job Customer Service Analyst at Cott Corporation
Industry Food & Beverages
Experience
Cott Corporation October 2011 - Present
Cliffstar Corporation October 2005 - January 2011
American Home Loans July 2003 - July 2004
Soloman Smith Barney January 2003 - June 2003
Skills
SAP, Process Improvement, Microsoft Excel, Purchasing, Forecasting, Six Sigma, Inventory Management, Microsoft Office, Strategic Planning, Sales, Supply Chain, Leadership, Retail, Customer Service, Business Development, Logistics, Lean Manufacturing, Change Management, PowerPoint, Business Strategy, Supply Chain Management, Cross-functional Team..., Materials Management, Operations Management, Continuous Improvement, Manufacturing, Product Development, Team Building, Project Management
Education
State University of New York College at Fredonia 2000 — 2003
Bacholor of Science, Finance
Erie Community College 1997 — 2000
Business Administration, Marketing
Cott Corporation October 2011 - Present
Cliffstar Corporation October 2005 - January 2011
American Home Loans July 2003 - July 2004
Soloman Smith Barney January 2003 - June 2003
Skills
SAP, Process Improvement, Microsoft Excel, Purchasing, Forecasting, Six Sigma, Inventory Management, Microsoft Office, Strategic Planning, Sales, Supply Chain, Leadership, Retail, Customer Service, Business Development, Logistics, Lean Manufacturing, Change Management, PowerPoint, Business Strategy, Supply Chain Management, Cross-functional Team..., Materials Management, Operations Management, Continuous Improvement, Manufacturing, Product Development, Team Building, Project Management
Education
State University of New York College at Fredonia 2000 — 2003
Bacholor of Science, Finance
Erie Community College 1997 — 2000
Business Administration, Marketing
Akia Jones's Soloman Smith Barney Experience September 2007 - January 2009
Job Working at Education
Industry E-Learning
Experience
UPS Supply Chain Solutions TeacherEast Orange Board of EducationSeptember 2012 - Present
Education September 2009 - Present
Irvington Board Of Education February 2009 - November 2011
Soloman Smith Barney September 2007 - January 2009
ERT August 2006 - September 2007
Division of Children and Families July 2004 - August 2006
PNC August 2003 - June 2004
Pacific Northwest National Laboratory - PNNL June 2003 - August 2003
Skills
PowerPoint, English, Management, Teaching, Team Building, Microsoft Office, Educational Technology
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master’s Degree, Management Information Systems, General
North Carolina Agricultural and Technical State University 1999 — 2003
Bachelor's degree, Computer Science
UPS Supply Chain Solutions TeacherEast Orange Board of EducationSeptember 2012 - Present
Education September 2009 - Present
Irvington Board Of Education February 2009 - November 2011
Soloman Smith Barney September 2007 - January 2009
ERT August 2006 - September 2007
Division of Children and Families July 2004 - August 2006
PNC August 2003 - June 2004
Pacific Northwest National Laboratory - PNNL June 2003 - August 2003
Skills
PowerPoint, English, Management, Teaching, Team Building, Microsoft Office, Educational Technology
Education
Keller Graduate School of Management of DeVry University 2004 — 2006
Master’s Degree, Management Information Systems, General
North Carolina Agricultural and Technical State University 1999 — 2003
Bachelor's degree, Computer Science
Robbie brust's Soloman Smith Barney Experience February 1997 - August 2006
Job First Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Wells Fargo Advisors August 2006 - September 2013
Soloman Smith Barney February 1997 - August 2006
Skills
Finance, Retirement Planning, Wealth Management, Series 63, Series 7, Asset Management
Education
University of Florida 1981 — 1986
Bachelor of Science (B.S.), Accounting
University of Florida 1981 — 1986
Bachelor of Science (BS), Accounting
Merrill Lynch First Vice President - Wealth ManagementMerrill LynchSeptember 2013 - Present
Wells Fargo Advisors August 2006 - September 2013
Soloman Smith Barney February 1997 - August 2006
Skills
Finance, Retirement Planning, Wealth Management, Series 63, Series 7, Asset Management
Education
University of Florida 1981 — 1986
Bachelor of Science (B.S.), Accounting
University of Florida 1981 — 1986
Bachelor of Science (BS), Accounting
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Solomon Brothers