The Carson Group
Address: 2370 Kerner Blvd Suite 350, San Rafael, CA 94901 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5AMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 461-6248 Appointments: carsonwealth.com: : : : Place name: : : Website: Category: Website: http://www.carsonwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carson Wealth Management Group Posting publicly on the Web Write a review Reviews Be the first to review
The Carson Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Carson Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Carson Group Employees
Gensler February 2014 - Present
The Carson Group October 2013 - January 2014
KOKE FM Austin August 2013 - November 2013
Texas House of Representatives August 2013 - October 2013
Faith Lutheran CDC July 2005 - March 2012
Skills
Social Media Marketing, Creative Direction, Time Management, Public Relations, Student Housing, Proposal Writing, Business Development, Marketing, Corporate Communications
Education
Webster University 2012 — 2013
Master of Arts (M.A.), International Relations and Affairs
Texas A&M University-Corpus Christi 2009 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies, 3.8
Austin Community College 2004 — 2008
Associate of Arts (A.A.), Communication- Journalism
Lockhart High School 2001 — 2005
High School Diploma
Faith Lutheran
RSG Photography 2009 - Present
WesPay May 2007 - Present
WesPay January 2007 - July 2008
WesPay June 2001 - May 2007
WesPay December 1999 - June 2001
The Carson Group 1999 - 1999
Franklin Templeton Investments 1996 - 1998
Skills
ACH Auditor, SQL Database, IT Management, Customer Service, ACH, Databases, Administration, Writing, Real Estate Landscape..., Electronic Payments, Relational Databases, Crystal Reports, Payments, E-commerce, Microsoft SQL Server, System Administration, Integration, Project Management, SQL, Business Analysis, Nonprofits, Project Planning, Business Development, CRM, Management, Risk Management, Mobile Payments, Product Management, Vendor Management, Process Improvement, Payment Systems, Program Management
Education
California State University-East Bay 1999 — 2001
MBA, Computer Information Science
University of Phoenix, Sacramento 1996 — 1998
BS, Business Administration
Sierra College 1993 — 1995
Business Administration and Management, General
Satrix Solutions 2008 - Present
iCrossing 2006 - 2008
Thomson Financial 2002 - 2005
Vitria Technology 2001 - 2002
Kestrel Solutions 2000 - 2001
AltaVista 1999 - 2000
The Carson Group 1996 - 1999
Georgeson 1992 - 1996
Skills
Business Process..., Strategy, Customer Satisfaction, Process Improvement, Customer Experience, Market Research, Net Promoter Score, Customer Retention, Leadership, Management Consulting, Management, Product Development, B2B, Business Strategy, Marketing Strategy, Customer Focus, Client Retention, Client Service, Customer Service, Operational Excellence, Sales Process, Strategic Planning, Analysis, Competitive Analysis, Client Services, Customer Relations, Client Relationship..., Process Optimization, Customer Loyalty, Segmentation, Employee Engagement, Employee Surveys, Analytics, Executive Management, Strategic Partnerships, Entrepreneurship
Education
Carnegie-Mellon University 1985 — 1989
BS, Economics
MuleSoft Inc May 2014 - Present
Badgeville March 2012 - May 2014
Salesforce.com April 2007 - March 2012
BMC Software May 2001 - April 2007
Freedecision.com January 2000 - April 2001
American Express January 1996 - January 2000
The Carson Group December 1994 - January 1996
Skills
SaaS, Salesforce.com, Enterprise Software, Cloud Computing, Solution Selling, Sales Process, Sales Enablement, Go-to-market Strategy, PaaS, Lead Generation, Strategic Partnerships, Demand Generation, Product Management, CRM, Analytics, Complex Sales, Sales, Business Alliances, Strategy, Business Intelligence, Cross-functional Team..., Business Development, E-commerce, Sales Management, Direct Sales, Start-ups, Sales Operations, Product Marketing, Mobile Devices, Selling, Partner Management, Channel Partners
Education
Tulane University 1990 — 1994
BA, Economics
Montgomery High School 1987 — 1990
Minted March 2015 - Present
Walmart / @ Walmart Labs March 2013 - March 2015
Walmart March 2011 - March 2013
Walmart July 2009 - April 2011
Walmart June 2008 - July 2009
Walmart July 2006 - June 2008
Gap, Inc. June 2004 - June 2006
Symyx Technologies June 2000 - June 2002
The Carson Group 1997 - 2000
Skills
Strategy, Cross-functional Team..., Mobile Commerce, E-commerce, Analytics, Digital Strategy, Mobile Devices, Business Development, Product Management, Merchandising, Leadership, Management, Digital Media, Strategic Partnerships, Business Strategy, Strategic Planning, Mobile Applications, Mobile Marketing, Mobile Technology, Retail, Multi-channel Retail, Online Retail, Competitive Analysis, Product Marketing, Multi-channel Marketing
Education
Stanford University Graduate School of Business 2002 — 2004
MBA
Colby College 1993 — 1997
BA
Chadwick School
Stevens Capital Management July 2007 - October 2014
Cowen & Company August 2004 - April 2007
Capricorn Management LLC May 2003 - August 2003
Brockway Moran & Partners July 2000 - May 2002
Donaldson, Lufkin & Jenrette May 1998 - June 2000
The Carson Group June 1997 - April 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BA, Sociology
Madison Education Foundation June 2011 - Present
Credit Suisse Asset Management, LLC (formerly Warburg Pincus Asset Management, Inc.) July 1997 - November 2002
Lord, Abbett & Co. LLC November 1993 - July 1997
Cantor Fitzgerald, Inc. September 1993 - November 1993
Fordham University September 1992 - May 1993
The Carson Group September 1992 - November 1992
Skills
Home for many years..., Experienced...
Education
Fordham University 1989 — 1993
Bachelor's Degree, Finance, College of Business Administration (renamed Gabelli School of Business)
Penn State Dance Marathon April 2014 - Present
Deloitte June 2014 - Present
Deloitte June 2013 - August 2013
Royal Chemical June 2012 - August 2012
The Carson Group June 2012 - August 2012
Gap Inc. April 2011 - June 2012
Twin Lakes Association May 2009 - August 2009
Skills
Merchandising, Retail, Fashion, Loss Prevention, Customer Service, Retail Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Adobe Photoshop, Final Cut Pro, Photoshop, Advertising, Social Media
Education
Penn State University 2011 — 2015
Bachelor's degree, Accounting, Junior
Hudson High School 2007 — 2011
591 RBK Media September 2009 - Present
Rabidly Red August 2006 - September 2009
Long Island University September 2002 - August 2006
Thomson Reuters 2000 - 2002
Long Island University 1999 - 2002
The Carson Group 1998 - 2000
Ernst & Young LLP 1996 - 1998
New York University 1996 - 1998
Skills
CSS, Photoshop, Video, Flash, HTML, Illustrator, Audio, ActionScript, JavaScript, XHTML, SQL, Web Standards, Computer Graphics, Audacity, Final Cut Studio, Color Grading, Large Format Printing, CFML, Gimp, RTSP, Recording, Graphic Design, Multimedia, SEO, Dreamweaver, Adobe Creative Suite, Integration, Web Design, Mac, Web Development, Graphics, XML, Wordpress, CMS, Troubleshooting, Mac OS X, Photography, After Effects, Programming, Windows, MySQL, HTML5, Public Speaking, Adobe Acrobat, XP, Red Hat Linux
Education
School of Visual Arts 1992 — 1994
MFA, Computer Art
School of Visual Arts 1987 — 1991
BFA, Photography
Mehran Farhat January 2015 - Present
REMIX Brands January 2012 - Present
MAVEN 2005 - 2014
Westfield March 2007 - February 2010
The Carson Group January 1998 - December 2003
Young & Rubicam September 1996 - December 1997
Skills
Public Relations, Brand Architecture, Digital Marketing, Marketing Communications, Social Media, Strategic Planning, Advertising, Customer Insight, Digital Strategy, Affiliate Marketing, Negotiation, Online Advertising, Business Strategy, Business Development, Budgets, Direct Marketing, Brand Development, Strategy, Product Development, Marketing, Marketing Strategy, Social Media Marketing, Management, Integrated Marketing, Market Research, Digital Media, Brand Management
Education
USC Marshall School of Business 2004 — 2006
MBA, Strategy / Marketing / Entrepreneurial Studies
Tufts University 1992 — 1996
BA, International Relations / Economics
Phoenix Investor Relations, LLC January 2005 - Present
The Global Consulting Group August 2002 - December 2004
Thomson Financial July 2000 - July 2002
The Carson Group March 2000 - July 2000
France Telecom North America August 1996 - April 1998
Bankers Trust July 1981 - May 1989
Skills
Investments, Investor Relations, Corporate Finance, Strategy, Financial Markets, Management, Strategic Planning, Financial Communications, IPO, Analytics, Finance
Education
INSEAD 1980 — 1981
Master of Business Administration (MBA), Finance and Marketing
University of Paris VII, France
Master's degree, Physics and Chemistry
Douglas Elliman Real Estate March 2008 - Present
Prudential Douglas Elliman June 2003 - Present
Pepper6 Productions 2002 - 2003
Thomson Financial 2000 - 2001
The Carson Group 1999 - 2000
Skills
Corporate Relocation, Condos, Real Estate, Leases, Investments, Relocation, Luxury, Short Sales, Investment Properties, Townhomes, Sellers, Home
Education
New York University 2002 — 2002
Certification, Digital Videography
Rollins College 1993 — 1999
Bachelor's Degree, Elementary Education
Art Institute of Fort Lauderdale 1996 — 1997
Associate Degree, Multimedia
Reynolds & Brown, Inc December 2005 - Present
Foley & Mansfield July 2004 - December 2005
Severson & Werson October 2002 - March 2004
The Carson Group May 1998 - July 1999
U.S. Senator Harry Reid May 1993 - August 1993
Skills
Mediation, Litigation, Disposition, Commercial Real Estate, Corporate Law, Bankruptcy, Product Liability, Torts, Real Estate, Depositions, Motions, Trials, Property Law, Real Estate Transactions, Leases, Management, Dispositions
Education
University of San Francisco School of Law 1999 — 2002
Juris Doctor
University of California, Davis 1992 — 1996
Bachelor of Arts, Political Science; Rhetoric and Communications
NASDAQ June 2013 - Present
Thomson Reuters January 2008 - May 2013
Thomson Reuters January 2007 - December 2008
Thomson Reuters January 2006 - December 2007
Thomson Financial January 2000 - December 2005
Thomson Financial (acquired The Carson Group) January 1999 - November 2000
The Carson Group January 1997 - January 1999
The Carson Group January 1996 - January 1997
The Carson Group January 1995 - January 1996
European Privatization and Investment Corp (EPIC) September 1992 - July 1994
Skills
Product Management, Competitive Analysis, New Business Development, Product Development, Investor Relations, Cross-functional Team..., SaaS, Analytics, Strategy, Acquisition Integration, Solution Selling, Strategic Planning, Financial Services, Business Strategy, Financial Markets, Business Development, Merger Integration, Quantitative Research, Quantitative Analytics, Enterprise Software, Program Management, Product Marketing, Mergers & Acquisitions, Executive Management, Leadership, CRM, Management, Analysis, Strategic Partnerships, Finance, Capital Markets, Consulting
Education
Brandeis University
BA, History, Political Science
Pathwise
The George Washington University
MA International Affairs:, Politics, Economics, Marketing
Gilbert Schaab September 2011 - Present
Dow Investment Group LLC May 2006 - August 2011
Cape Cod Bank & Trust 2002 - 2004
Yale School of Management 1999 - 2000
The Carson Group 1997 - 1999
Paine Webber 1996 - 1997
Skills
Series 7, Series 65, Financial Markets, Finance, Strategy, Business Strategy, Financial Advisory, 401k, Financial Services, Due Diligence, Financial Analysis, Investment Management, Equity Research, Trading
Education
Boston University Questrom School of Business 2009 — 2010
MSIM, Investment Management
The Landing School 2004 — 2005
Graduate, Yacht Design
Indiana University - Kelley School of Business 2000 — 2002
MBA, Entrepreneurship, Finance and Marketing, etc.
Bowdoin College 1991 — 1995
BA
Memorial High School 1987 — 1991
Cypress-Fairbanks I.S.D. August 2015 - Present
Katy ISD August 2014 - June 2015
_ January 2014 - June 2014
_ May 2010 - June 2014
Star Furniture March 2013 - May 2014
Pinot's Palette January 2013 - March 2014
The Carson Group June 2012 - September 2012
Texas Christian University January 2009 - May 2012
The Modern Art Museum of Fort Worth 2011 - 2011
Eddie Bauer July 2007 - August 2008
Skills
English Literature, Writing, Facebook, InDesign, Graphic Design, Dreamweaver, Blogging, Advertising, Social Media, Public Relations, PowerPoint, Research, Public Speaking, Art, Conceptual Art, Photoshop, Flash, Word, Oil Painting, Acrylic Painting, Sketching, Academic Tutoring, Art Education, English grammar, Essayist, Newsletters, WordPress, Logo Design, Brochures, Publishing
Education
Texas Christian University 2008 — 2012
Bachelor of Science (B.S.), Ad/PR
Seven Lakes High School 2005 — 2008
Burnt Cheese Press March 2015 - Present
Panini Happy January 2008 - Present
Intuit September 2005 - April 2008
Gateway November 2004 - March 2005
Warner Bros. Online July 2002 - November 2004
The Carson Group July 1997 - July 2000
Skills
Food Writing, Social Media, Online Marketing, Blogging, Marketing Communications, Social Media Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Digital Media, Marketing, New Media, Email Marketing, Publishing, Website Development, Magazines
Education
Stanford Graduate School of Business 2000 — 2002
MBA
Stanford University 1992 — 1996
BA
Video Tapestry March 2011 - Present
The Carson Group January 2008 - March 2011
Kittery Trading Post 2003 - 2008
Creative Data January 2001 - June 2001
Q-Span Information Systems 1999 - 2000
Star Island Corporation 1997 - 1999
sfs video March 1995 - June 1996
sfs video July 1994 - September 1994
Lexington Minuteman January 1987 - November 1989
Skills
Photoshop, Creative Writing, Music, Social Media Marketing, Event Management, Editing, Digital Photography, Public Speaking, Final Cut Pro, Social Media, Marketing, Nonprofits
Education
Boston College 1990 — 1991
Certificate, Program for Women in Politics and Government
Northeastern University
BS, Sociology
GWN Consultants Marketing and Public Relations July 1991 - Present
Larsen and Ludwig (now LLI Engineering)) 1989 - 1991
Public Relations Consulting 1988 - 1989
Bohlen Powell Larkin Cywinski Architects 1987 - 1988
The Carson Group 1986 - 1987
Ketchum Public Relations 1979 - 1986
Skills
Video, Positioning, Advertising, Marketing Strategy, Media Relations, Marketing, media relations,..., Small Business, Public Relations, Event Management, Leadership, Nonprofits, Sales, Publicity, Business Development, New Business Development, Market Planning, Management, Budgets, Social Media Marketing, Proposal Writing, Social Networking, Online Marketing, Email Marketing, Marketing Communications, B2B Marketing, Entrepreneurship, Online Advertising, Newsletters, Copywriting, Brand Development, Publications, Blogging, Editorial, Press Releases
Education
University of Pittsburgh 1975 — 1979
Bachelor of Arts (BA)
Console Law Offices LLC April 2015 - Present
Flaster/Greenberg PC June 2014 - April 2015
United States Bankruptcy Court 2013 - May 2014
United States District Court for the District of New Jersey September 2012 - April 2013
United States District Court for the District of New Jersey May 2012 - August 2012
Suffolk County District Attorney’s Office May 2003 - August 2003
U.S. Attorney’s Office for the District of New Jersey 2002 - 2003
The Carson Group January 2000 - October 2000
The Carson Group June 1997 - June 1999
Skills
Research, Federal Courts, Public Speaking, Consulting, Legal Research, Legal Writing, Editing, Legal Advice, Strategy, Capital Markets, Financial Markets, Bankruptcy, Investor Relations, Motions, Litigation, Commercial Litigation, Employment Litigation, Insurance Coverage..., Insurance
Education
Rutgers University School of Law - Camden 2001 — 2004
JD, Law, With Honors
Colby College 1993 — 1997
B.A, Government
Marblehead High School
Dwellworks, LLC July 2012 - Present
Weible & Associates, Co., CPA December 2011 - July 2012
Sleepy Hollow Golf Course June 2007 - November 2011
Greater Cleveland Partnership, COSE October 2010 - April 2011
COSE October 2010 - April 2011
The Carson Group January 2010 - June 2010
The Carson Group January 2010 - June 2010
Skills
QuickBooks, Customer Service, SEO, Microsoft Office, Social Media Marketing, Social Media, Marketing Communications
Education
Kent State University 2007 — 2011
BA, Business Management
Brecksville-Broadview Heights High School
Les Mills 2014 - Present
GLG (Gerson Lehrman Group) 2014 - Present
Synch 2014 - Present
Independent Consultant 2013 - Present
Nike 2011 - 2012
Xbox 2009 - 2011
The Carson Group 2006 - 2009
Xbox 1996 - 2005
1996 Atlanta Summer Olympic Games 1996 - 1996
Skills
Strategic Partnerships, Product Strategy, Digital Strategy, Financial Modeling, Financial Analysis, Business Development, Contract Negotiation, Competitive Analysis, Business Intelligence, Partner Development, Overseas Experience, Process Improvement, P&L Responsibility, Product Management, Negotiation, New Business Development, P&L Management, Account Management, Leadership, Cross-functional Team..., Analytics
Education
Duke University - The Fuqua School of Business
MBA
Indiana University Bloomington
BA
Power Invaders Incorporated August 2015 - Present
Gillies Computer Consultants 2000 - July 2015
Scholastic - eScholastic Division September 2010 - March 2015
Scholastic March 2009 - September 2010
Christopher Gillies Photography [formerly Calico Photography] September 1999 - January 2010
- August 2008 - March 2009
Mc-Graw-Hill / The Grow Network November 2006 - August 2008
Thomson Financial September 2000 - November 2006
The Carson Group October 1999 - September 2000
Citibank March 1999 - October 1999
Skills
Project Management, Process Improvement, SDLC, Business Intelligence, Software Project..., Business Analysis, CRM, Data Analysis, Management, Vendor Management, Microsoft Office, E-commerce, Windows, Team Leadership, Product Development, Program Management, Strategy, Agile Methodologies, Security, Research, Flexibility/Adaptability..., Transformational..., Teamwork, Lifelong Learning, Camtasia, Assistive Technology, Business Process, Training, Databases, Troubleshooting, Visio, IT Management, Networking, IT Strategy, Integration, Email Marketing, Information Technology, Enterprise Software, Requirements Analysis, Risk Management, Analytics, Leadership, Analysis, Enterprise Architecture, Strategic Planning, Team Management, Web Development, Social Media, Business Strategy, Web Applications
Education
Capella University 2010 — 2013
Certification of Advanced Graduate Studies [Ph.D. Program], Information Technology, 4.0
Capella University 2001 — 2003
Master of Science (M.S.), Information Technology, 4.0
City University of New York-Brooklyn College 1991 — 1996
Bachelor of Science (B.S.), Accounting
United States Tennis Association March 2001 - Present
(USTA) United States Tennis Association January 2015 - June 2015
Bristol-Myers Squibb 1997 - 2001
The Carson Group January 1992 - December 1995
Skills
Financial Analysis, P&L Management, Strategic Planning, Business Strategy, Budgeting, Financial Modeling, Strategic Financial..., Financial Reporting, Hyperion Enterprise, Hyperion Planning, Lawson General Ledger, Budgets, Analysis, Leadership, Investments, Business Analysis, Finance, Forecasting, Business Development, Strategy, Management, Accounting
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Lehigh University 1987 — 1991
BA
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
Guitar Center July 2015 - Present
Guitar Center June 2014 - July 2015
Guitar Center November 2013 - May 2014
Guitar Center January 2013 - October 2013
Guitar Center September 2012 - December 2012
Guitar Center June 2012 - August 2012
ETSound Studio July 2006 - May 2012
Hedges & Company October 2010 - December 2010
The Carson Group June 2006 - June 2010
GreenLeif May 2007 - December 2009
Skills
Sound, Audio Engineering, Audio Editing, Music Production, Music, Video, Logic Pro, Pro Tools, Editing, Videography, Management, Audio Mixing, Audio, Sales, Sales Management, Sales Operations, Retail Sales, Team Management, Social Media, Live Sound, Video Production
Education
Ohio University 2006 — 2010
BA, Audio Production
The University of Akron 2004 — 2005
Music Performance
Hudson High 2000 — 2004
Diploma
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
IBM October 2010 - Present
IBM September 2008 - Present
Telelogic, Inc. May 2005 - November 2008
Popkin Software February 2002 - May 2005
MediaBrains 2000 - 2001
The Carson Group 1997 - 2000
Thomson Financial 1997 - 2000
Skills
Enterprise Software, SaaS, Solution Selling, Cloud Computing, Sales Enablement, Software Industry, Business Alliances, CRM, Pre-sales, Management
Education
Purchase College, SUNY 1993 — 1995
Bachelor's degree, Sociology
State University of New York College at Purchase 1993 — 1995
Bachelor of Arts, Sociology
Western Pa Conference UMC November 2013 - Present
Western PA United Methodist Church November 2007 - October 2013
The Global Consulting Group January 2002 - May 2005
Thomson Financial Investor Relations June 1998 - January 2002
The Carson Group June 1997 - June 1998
Westinghouse / CBS Corporation January 1994 - June 1997
Westinghouse Electric Company January 1992 - January 1994
Westinghouse Electric Company January 1985 - January 1992
Education
Ball State University 1972 — 1975
MBA-Unfinished
Saint Vincent College 1965 — 1969
BA, Financial Administration
Choice Logistics June 2015 - Present
The Carson Group February 2014 - May 2015
Panther Expedited Services January 2007 - February 2014
Panther Expedited Services October 2011 - January 2013
Panther Expedited Services August 2007 - September 2008
Panther Expedited Services January 2007 - August 2007
Western & Southern Financial Group April 2006 - January 2007
Skills
Sales Management, Consultative Selling, Sales Excellence, Sales Process, Inside Sales, Sales Support, Cold Calling, Salesforce.com, Account Management, Direct Sales, Team Leadership, Market Research, Performance Management, Coaching, New Business Development, National Accounts, Closing Deals, Thinking Outside The Box, Data Management, Supply Chain Consulting, Transportation, Shipping, Freight Forwarding, Air Freight, Ground Transportation, Expediting, Truckload, Ocean, Logistics, PowerPoint, Sales Operations, Marketing Strategy, Sales, Management, Training, Leadership, Container, 3PL, Transportation..., Pricing, Freight, Logistics Management, Trucking, Operations Management, Selling, Customer Service, LTL, P&L Management, Inventory Management, Customer Retention
Education
Ashland University 1999 — 2003
Bachelor of Arts (B.A.), History and Political Science
The College of Wooster 1995 — 1996
Economics and Philosophy
HSBC November 2010 - Present
Bank of America April 2003 - November 2010
Lehman Brothers June 2000 - August 2002
Thomson October 1995 - May 1999
The Carson Group June 1994 - October 1995
Investors' Fiduciary Services, Inc. 1993 - 1993
Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Duke University 1990 — 1994
BA, Economics
CEB August 2012 - Present
Corporate Executive Board 2012 - November 2012
Atlantic Media Company August 2011 - March 2012
Corporate Executive Board March 2001 - June 2008
World Bank June 1998 - August 1999
The Carson Group January 1995 - July 1997
U.S. Congressman David Obey (WI) January 1993 - December 1994
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, International Corporate Strategy
Johns Hopkins SAIS 1997 — 1999
MA, International Affairs
Cornell University 1987 — 1991
BA, Government
NASDAQ OMX June 2013 - Present
Thomson Reuters 2008 - June 2013
Thomson Reuters 2004 - 2008
Thomson Financial January 2001 - 2004
The Carson Group January 1995 - December 1999
Skills
Financial Markets, Capital Markets, Vendor Management, Business Analysis, Equities, Investor Relations, Market Data, Product Management, Strategy, Financial Services, Mergers & Acquisitions, Fixed Income, Financial Modeling, Business Development, Financial Analysis, Strategic Partnerships, Business Strategy, Hedge Funds
Education
University of Pittsburgh
First Communities August 2004 - Present
INVESCO February 2001 - July 2004
The Carson Group 1998 - 2001
Skills
Property Management, Asset Managment, Operations Management, Leases, Security APL, Operational Excellence
Education
Furman University 1993 — 1997
A.A. Sayia & Co., Inc. 2006 - Present
Goldman Sachs 2003 - 2006
The Carson Group 2000 - 2003
Thomson Financial 2000 - 2003
General Reinsurance 1999 - 2000
Skills
Capital Markets, Hedge Funds, Investment Banking, Investor Relations, Equities, Financial Markets, Alternative Investments, Bloomberg, Valuation
Education
Colgate University 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Kent Place School 1989 — 1993
RBC Capital Markets July 2009 - Present
Banc of America Securities 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2001 - 2004
The Carson Group 1998 - 2001
Epsilon Data Management 1996 - 1997
IBM 1990 - 1995
Education
Franklin & Marshall College
BA, Business
New York University
Graduate Program, Global Strategy
Pace University - Lubin School of Business
MBA, Finance & Accounting
Thomson Reuters April 2009 - Present
Thomson Reuters April 2008 - April 2009
Thomson Financial 2000 - 2008
The Carson Group 1996 - 2000
SEC ONLINE 1991 - 1996
Skills
Market Data, Project Management, Reference Data, Financial Markets, Equities, Trading Systems, Fixed Income, Product Management, Business Analysis, Analytics, Data Management, Account Management, Capital Markets
Education
School of Visual Arts 1984 — 1988
BFA, Media Arts
Cancer Treatment Centers of America August 2011 - Present
Two Rivers Naturopathy 2007 - 2011
Maternal Wellness Center 2007 - 2009
Bastyr University 2002 - 2006
The Carson Group 1996 - 1999
Skills
Health, Treatment, Chronic Illness, Teaching
Education
Bastyr University 2001 — 2006
ND, Naturopathic Medicine/Naturopathy
Fordham University 1994 — 1996
Bachelor's degree, English Literature
Thomson Reuters April 2008 - Present
Thomson Financial September 2000 - April 2008
The Carson Group May 1995 - September 2000
JP Morgan July 1993 - April 1995
Skills
Market Data, Product Management, Investor Relations, Financial Markets, Equities, Capital Markets, SaaS, Trading Systems
Education
Duke University 1989 — 1993
Bachelor of Science, Mechanical Engineering
The CARSON Group February 2000 - Present
The Carson Group representing Spring Footwear, Ellington Handbags 2000 - Present
Wolverine Worldwide December 1993 - December 1999
Wolverine Worldwide 1993 - 1999
Skills
Shoes, Retail, Footwear, Handbags, Wholesale, Fashion, Sales, Leather, Aministration, Management, Trend Analysis, Merchandising, Visual Merchandising, Apparel, Trend, Sales Management
Education
Boston University 1968 — 1971
AB, Religion and Art History
Funaro and Co / pc November 2012 - Present
Stern & Co. 2000 - 2009
The Carson Group 1999 - 2000
Skills
Finance, Financial Statements, Financial Reporting, Account Reconciliation, Accounting, Tax, CPA, Corporate Tax, Business Development, Management, GAAP, Financial Accounting
Education
Certified Public Accountant, New Jersey
Rutgers University 2010 — 2011
Master of Accountancy, Financial Accounting
Rutgers University 1994 — 1997
Master of Business Administration (MBA), Accounting
Montclair State University 1991 — 1994
Bachelor of Science (B.S.), Finance
Six 5 Creative 2006 - Present
The Carson Group September 2002 - September 2006
Best Buy May 1999 - August 2001
Education
The University of Akron 2002 — 2004
Bowling Green State University 1998 — 2002
Telecommunications
Chaco Credit Union September 2006 - Present
Milan Community School Corp July 1999 - June 2005
The Carson Group April 1994 - July 1999
PPI/Microtreck August 1993 - April 1994
VASA North America 1989 - 1992
EDS 1985 - 1989
US Navy October 1980 - October 1984
Skills
Microsoft Office, Change Management, Microsoft Excel, Weapons, Customer Service, Business Analysis, System Administration, Leadership, Training, Management, Team Building, Integration, Process Improvement, Vendor Management, Sales, Coaching, Disaster Recovery, Strategic Planning
Education
Indiana University Kokomo 1985 — 1989
BS, Business: Mangment & Administration
Lewis Cass High School 1976 — 1980
Toppan Vite New York March 2013 - Present
RR Donnelley December 1999 - March 2013
Bowne June 2007 - March 2011
Bowne January 2004 - June 2007
Bowne August 2001 - January 2004
Bowne December 1999 - August 2001
The Carson Group August 1997 - February 1999
Skills
Financial Analysis, Account Management, Pricing, Pricing Strategy, Process Improvement, Vendor Management, Variable Data Printing, Strategic Planning, Financial Services, Direct Mail, Forecasting, Offset Printing, New Business Development, Sales Operations, Financial Reporting, Mergers & Acquisitions, Cross-functional Team..., Sales, Analytics, CRM, Competitive Analysis, Strategy
Education
University of Scranton 1993 — 1997
BS, Finance, Operations Management, Economics
BNY Mellon 2015 - Present
CIT July 2012 - 2014
Thomson Reuters 2004 - 2012
Thomson Financial 2000 - 2004
The Carson Group 1998 - 2000
Cegelec India Ltd. 1996 - 1998
Education
Indian Institute of Technology, Delhi
B.Tech
Indian Institute of Technology, Delhi
Ph.D.