Thomson McKinnon Securities

Thomson McKinnon Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Thomson McKinnon Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Thomson McKinnon Securities Salaries. You can even request information on how much does Thomson McKinnon Securities pay if you want to. Learn about salaries, pros and cons of working for Thomson McKinnon Securities directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

57 Thomson McKinnon Securities employees in database. Find out everything there's to know about Thomson McKinnon Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Thomson McKinnon Securities Employees

Employee
Years
Job
Industry
Rick Weissman Rick Weissman New York, New York Details
Rick Weissman's Thomson McKinnon Securities Experience May 1980 - August 1980
Job President at Pro Services I, LLC
Industry Computer Software
Experience
Pro Services I, LLC   July 2015 - Present
ProLink Solutions  October 2014 - June 2015
Gleacher & Company  June 2008 - April 2013
RBS - Greenwich Capital Markets   September 1994 - May 2008
Nomura Securities International  June 1989 - September 1994
LF Rothschild & Company   September 1986 - March 1989
Powers Research, Inc.   June 1981 - September 1986
Thomson McKinnon Securities   May 1980 - August 1980
Thomson McKinnon Securities   June 1979 - August 1979

Skills
Enterprise Software, Management, Account Management, Sales, Business Development, Derivatives, Risk Management, Fixed Income, Portfolio Management, Trading, Bonds, Hedge Funds, Asset Management, Capital Markets

Education
Cornell University - Johnson Graduate School of Management   1979 — 1981
Master of Business Administration (M.B.A.), Finance and Accounting, 3.8

University of Pennsylvania - The Wharton School   1974 — 1978
Bachelor's Degree, Finance and Marketing, 3.1

Gerry DeMers Gerry DeMers Tucson, Arizona Area Details
Gerry DeMers's Thomson McKinnon Securities Experience June 1988 - September 1989
Job President, CIO Hillcrest Investment Management
Industry Financial Services
Experience
DeMers Asset Management & Hillcrest Investment Management   January 2008 - Present
Born Capital Financial Services   June 2007 - July 2012
Gerry DeMers Research & Trading   September 1998 - June 2007
Fuji Securities  October 1995 - September 1998
Jackson Associates  October 1991 - October 1995
Financial Markets Research & Trading   October 1993 - December 1994
Gelderman Securities   September 1989 - October 1991
Thomson McKinnon Securities   June 1988 - September 1989
Bank of America Securities  May 1987 - June 1988
Paine Webber  April 1985 - April 1987

Skills
Wealth Management, Options, Alternative Investments, Investment Advisory, Fixed Income, Equities, Portfolio Management, Trading, Hedge Funds, Derivatives, Financial Markets, Bonds, Asset Management, Securities, Mutual Funds, Asset Allocation, Investments, Private Equity, Hedging, Capital Markets, Currency, Trading Systems

Education
University of Arizona   1976 — 1983
BS in Business Admninistration (before Eller College of Management), Marketing, Economics

Cliff Sellery CFP, CIMA, CRPS Cliff Sellery CFP, CIMA, CRPS Indianapolis, Indiana Area Details
Cliff Sellery CFP, CIMA, CRPS's Thomson McKinnon Securities Experience April 1976 - April 1988
Job UBS Institutional Consultant at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  April 1988 - Present
UBS Wealth Management  April 1988 - Present
UBS Wealth Management  April 1988 - Present
Thomson McKinnon Securities   April 1976 - April 1988

Education
Indiana University Bloomington   1970 — 1973
BS Psychology, Minors in Math & Chemistry

DePauw University   1968 — 1969
Liberal Arts

Elaine LaPierre Elaine LaPierre Greater Philadelphia Area Details
Elaine LaPierre's Thomson McKinnon Securities Experience 1986 - 1988
Job Project Manager, Office Manager
Industry Events Services
Experience
Makefield Equestrian Services   2012 - Present
Council Rock North Choir Parents' Association   2011 - 2013
Tower Mountain Software, Inc.   1993 - 1998
Elf Atochem North America  1990 - 1993
Thomson McKinnon Securities   1986 - 1988
IPC Systems, Inc.   1985 - 1986

Skills
Project Management, Vendor Management, Analysis, Highly detail oriented, Team Leadership, QuickBooks, Microsoft Office, Travel Planning, Multi Tasking, Squarespace, Volunteer Management, Problem Solving, Telecommunications

Education
Bucknell University
Bachelor of Arts (B.A.), Economics, French

Andrew L. Lees III Andrew L. Lees III Greater Nashville Area Details
Andrew L. Lees III's Thomson McKinnon Securities Experience July 1983 - July 1988
Job Financial Advisor, Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2010 - Present
US Bancorp Investments  July 1988 - February 2010
Thomson McKinnon Securities   July 1983 - July 1988

Skills
Financial Guidance, Regular Informative..., Investment Analysis, Investments, Retirement Planning

Education
Auburn University   1975 — 1980
Bachelor of Science (BS), Industrial Management

Andrea Kellett Andrea Kellett New York, New York Details
Andrea Kellett's Thomson McKinnon Securities Experience October 1986 - June 1989
Job Managing Director/CFO at Trimaran Capital Partners
Industry Venture Capital & Private Equity
Experience
Trimaran Capital Partners  February 2006 - Present
CIBC World Markets Corp.  August 1995 - February 2006
The Argosy Group, L.P.   April 1990 - August 1995
Thomson McKinnon Securities   October 1986 - June 1989
Thomson McKinnon Securities   October 1981 - September 1986
Arthur Young  August 1978 - October 1981

Skills
Private Equity, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Corporate Development, Venture Capital, Mergers & Acquisitions, Equities, Investment Banking, LBO, Financial Reporting, Finance, Financial Analysis, Sarbanes-Oxley Act, High Yield, Treasury, Capital Markets, Asset Management, Investments, Executive Management, Managerial Finance, Human Resources, Financial Services

Education
SUNY Albany   1976 — 1978
Bachelor's of Science, Accounting

Ken Brill Ken Brill Springfield, Massachusetts Area Details
Ken Brill's Thomson McKinnon Securities Experience June 1986 - September 1991
Job Assistant VicePresident, Compliance at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2004 - Present
World Group Securities  June 1998 - January 2004
Argent Securities, Inc.   May 1995 - June 1998
Thomson McKinnon Securities   June 1986 - September 1991

Education
Kenyon College   1979 — 1983
B.A., Psychology

Saint Albans School   1975 — 1979

Janney Elementary School

Scott Greenberg Scott Greenberg Greater New York City Area Details
Scott Greenberg's Thomson McKinnon Securities Experience 1986 - 1988
Job Financial Services Information Specialist
Industry Financial Services
Experience
Morgan Stanley  September 2005 - Present
Bear Stearns  August 1996 - May 2005
Automatic Data Processing (ADP) - Brokerage Division (Now Broadridge Financial Solutions)   January 1989 - August 1996
Thomson McKinnon Securities   1986 - 1988
E.F. Hutton Inc.   May 1984 - January 1986

Skills
Cost Basis Reporting, Tax Lot Accounting, Wealth Management, Brokerage Back Office, Compliance, Brokerage General Ledger, Brokerage P&L, Business Analysis, IT, Software Project..., Corporate Actions, Systems Analysis, Application Design, Database Design, DB2 for z/OS, SQL, Team Leadership, Prime Brokerage Billing, Broker Dealer (BD)..., Mutual Funds, Change Management, Microsoft Office, Microsoft Excel, Visio, MS Project, VSAM, COBOL, Offshore Management, Application Development..., Application Integration, Vendor Software..., Technical Leadership, Application Performance..., Stored Procedures, DB2 Performance, DB2 Utilities, CICS Transaction Server, QMF, Concurrent Processing, MVS / zOS JCL, ACATS, Correspondent Clearance..., Trade Commissions, Creative Problem Solving, System Documentation, PowerPoint, HP PPM, Rational Developer for..., C Language, SDLC

Education
HOFSTRA UNIVERSITY
BS, Computer Science

C.W. POST CENTER OF LONG ISLAND UNIVERSITY
Transferred, Computer Science

The Chubb Institute   1995 — 1996
Certificate, Client/Server Application Development

NYU School of Continuing and Professional Studies   1994 — 1994
C Programming (Parts 1 and 2)

David Rothenberg David Rothenberg Westfield, New Jersey Details
David Rothenberg's Thomson McKinnon Securities Experience September 1984 - September 1988
Job Senior Director Enterprise Change Management at Broadridge Financial Services
Industry Financial Services
Experience
Broadridge Financial Services  March 2014 - Present
The Depository Trust & Clearing Corporation  October 2013 - October 2014
The Depository Trust & Clearing Corporation  January 1998 - October 2014
The Depository Trust & Clearing Corporation  April 1992 - January 1998
The Depository Trust & Clearing Corporation  September 1988 - January 1992
Thomson McKinnon Securities   September 1984 - September 1988
Amalgamated Life Insurance Company  April 1980 - September 1984

Skills
PMO, Program Management, Enterprise Portfolio..., Process Re-engineering, Project Portfolio..., Project Management, Business Process..., Risk Management, Business Analysis, IT Strategy, Process Improvement, Vendor Management, Requirements Analysis, SDLC

Education
St. John's University   1980 — 1983
Master of Business Administration (M.B.A.)

Stony Brook University   1975 — 1979
Bachelor's Degree, Political Science and Government & Art

S. Houston Jones II, CFP® S. Houston Jones II, CFP® Houston, Texas Area Details
S. Houston Jones II, CFP®'s Thomson McKinnon Securities Experience September 1984 - July 1987
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 1998 - Present
Domino's Pizza France   1992 - 1997
Fritz-Bansard Freight Systems   1989 - 1992
Thomson-McKinnon Securities  September 1984 - July 1987

Skills
Retirement Planning, Investments, Estate Planning..., Strategic Investment..., Securities, Alternative Investments, Investment Planning, Asset Allocation, Financial Advisory, Comprehensive Planning, College Education..., Retirement, Finance, Financial Services, Small Business...

Education
Tulane University - A.B. Freeman School of Business   1987 — 1989
Master of Business Administration (MBA), International Business

Louisiana State University   1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General

Fredric Leopold Fredric Leopold New York, New York Details
Fredric Leopold's Thomson McKinnon Securities Experience January 1983 - December 1986
Job President of Northstar Properties | Ownerbuilder of retail and multifamily real estate in New York and New England.
Industry Real Estate
Experience
Northstar Properties  January 1987 - Present
Thomson McKinnon Securities   January 1983 - December 1986

Skills
Location Intelligence, Real Estate Economics, Brokerage, Strategic Planning, Tenant, Leases, Real Estate Private..., Property, Real Estate, Real Estate Development, Shopping Centers, Disposition

Education
Yale School of Management   1977 — 1979
MBA

University of California, Berkeley   1973 — 1977
B.A., Economics

Phillips Exeter Academy   1970 — 1973

Robert L. Friedman Robert L. Friedman Greater New York City Area Details
Robert L. Friedman's Thomson McKinnon Securities Experience 1981 - 1986
Job Consumer Advocate Who Provides A Self Help System For Consumers Who Are Harrassed By Debt Collectors
Industry Consumer Services
Experience
StoptheCallsFast.Com   January 2008 - Present
Sundownnetworking.com, LLC   January 2008 - December 2009
Vector Financial Services   1986 - 2002
Thomson McKinnon Securities   1981 - 1986
Paine Webber Mitchell Hutchins   1976 - 1981
Bache & Co   1974 - 1976

Skills
conducting and..., cooking, Public Speaking, Social Media Marketing, Social Media, Social Networking, Entrepreneurship, Small Business, Interviews, Conducting, Blogging, Advertising, Time Management, Sales, Marketing, Management, Strategy, Online Marketing, Email Marketing, Start-ups, Investments, Marketing Strategy, Leadership, Strategic Planning, Business Development

Education
Fairleigh Dickinson University   1970 — 1974
academic, MBA

Fairleigh Dickinson University   1970 — 1974
MBA, Finance Managment

Fairleigh Dickinson University   1963 — 1969
BA, political science

The New School for Social Research   1965 — 1966
non, political science

teaneck high school   1959 — 1962
academic, academic diploma

Tiffany Craig Brown Tiffany Craig Brown Sacramento, California Area Details
Tiffany Craig Brown's Thomson McKinnon Securities Experience 1985 - 1987
Job Tiffany Craig Brown Author
Industry Writing and Editing
Experience
Tiffany Craig Brown   2003 - Present
Heritage Park Wine Club   2009 - 2013
Syrah Homeowners Association   2005 - 2008
Natomas Journal  1999 - 2004
Access Health  1997 - 1998
Foundation Health/ TRICARE   1993 - 1997
Lexington Capital Management  1987 - 1990
Thomson McKinnon Securities   1985 - 1987
U.S. Army   1976 - 1978

Skills
Published Author, Novels, Fiction Writing, Fiction, Ebooks, Creative Writing, Creative Writer, Writing Skills, Editing, Proofreading, Writing, Newsletters, Journalism, Newspaper, Copywriting, Press Releases, Writers, Case Studies, Training, Freelance Writing, Books, Social Media, Publishing, Magazines, Newspapers, Editorial, Publications, Copy Editing, Web Content, Feature Articles, Literature, Poetry, News Writing, Blogging, Non-fiction, Facebook, Technical Writing, Social Networking, Media Relations, Marketing Copy, Magazine Articles, Book Reviews, Ghostwriting, Content Writing, Marketing, Publicity, Content Development, Public Relations, AP Style, Strategic Communications

Education
California State University-Sacramento   1984 — 1986
B.S., Business/Finance

San Diego Mesa College   1981 — 1983
Business/Corporate Communications

Lake Tahoe Community College   1975 — 1976
Journalism

Nile C. Kinnick High School - Yokosuka   1971 — 1974
HS, General

Edwin Andrews, CFP® Edwin Andrews, CFP® Greater New York City Area Details
Edwin Andrews, CFP®'s Thomson McKinnon Securities Experience August 1987 - August 1990
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  May 2009 - Present
Smith Barney  March 2002 - May 2009
Prudential Securities  November 1990 - March 2002
Thomson Mckinnon Securities   August 1987 - August 1990

Skills
Investments, Mutual Funds, Equities, Retirement Planning, Securities, Fixed Income, Estate Planning..., Estate Planning, Asset Allocation, Finance, Financial Services

Education
Fairleigh Dickinson University   1979 — 1981
MBA

Muhlenberg College   1975 — 1980
BA

Hun School   1970 — 1975

Lawrence T. Larmer Lawrence T. Larmer Greater New York City Area Details
Lawrence T. Larmer's Thomson McKinnon Securities Experience January 1985 - April 1988
Job Principal at Creative Capital Group
Industry Financial Services
Experience
Creative Capital Group  September 1992 - Present
Allentown School Board   2007 - 2009
Shearson Lehman Brothers  1988 - 1992
Thomson McKinnon Securities   January 1985 - April 1988
Prudential-Bache Securities  March 1980 - January 1985

Education
World Intellectual Property Organization   2007 — 2007
Intellectual Property

Villanova University   1972 — 1978
Graduate Study in History

New York University   1973 — 1974
Writing

Gettysburg College   1967 — 1971
BA, History

Severn School

Severn School (Annapolis, MD)

Severn School (Annapolis, MD)

Matthew Iskric Matthew Iskric Huntington, New York Details
Matthew Iskric's Thomson McKinnon Securities Experience January 1981 - January 1982
Job Retiree at Retired most happily
Industry Financial Services
Experience
Retired - most happily  October 2011 - Present
Gold Coast Bank (NY)   May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting   October 2010 - Present
Clark Dodge & Co., Inc.   July 2009 - September 2010
Oppenheimer & Co. Inc.   February 1994 - March 2009
Smith Barney  January 1992 - January 1994
Prudential Securities  1990 - 1992
Shearson Lehman Brothers  January 1982 - January 1990
Thomson McKinnon Securities   January 1981 - January 1982
Bear Stearns & Co  January 1980 - January 1981

Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development

Education
Fordham University   1968 — 1971
BA, Political Science

David Mortimer David Mortimer Greater Philadelphia Area Details
David Mortimer's Thomson McKinnon Securities Experience 1986 - 1989
Job Managing Director at SenaHill Partners, LP
Industry Financial Services
Experience
SenaHill Partners, LP  May 2014 - Present
Princeton Ventures Management, LLC   November 2012 - Present
Trading Technology Company   August 2007 - January 2012
3D Markets, Inc.   August 2007 - May 2009
Piper Jaffray  2004 - 2007
Vie Financial Group, Inc.   2002 - 2005
Knight Securities  2001 - 2003
Susquehanna International Group  1998 - 2001
The Chase Manhattan Bank  1989 - 1993
Thomson McKinnon Securities   1986 - 1989

Skills
Derivatives, Electronic Trading, Equity Trading, Options, Trading Systems, Capital Markets, Financial Markets, Series 63, Equity Derivatives, Proprietary Trading, ETFs, Market Data, Market Structure, Alternative Investments, Trading Strategies, Asset Managment, Trading System, Asset Management, Venture Capital, Investments, Portfolio Management, Investment Banking

Education
Drexel University - College of Business and Administration   1981 — 1985

University of Colorado at Boulder   1979 — 1981

Terri Tierney Clark Terri Tierney Clark Phoenix, Arizona Area Details
Terri Tierney Clark's Thomson McKinnon Securities Experience 1983 - 1984
Job Career Advisor/Speaker/Best Selling Author:Learn, Work, Lead: What Your Mentor Won't Tell You, Principal Summit Equity
Industry Financial Services
Experience
Summit Leadership Advisors   January 2014 - Present
Summit Equity Advisors   March 2000 - Present
Merrill Lynch  January 1989 - January 1999
Thomson McKinnon Securities   1983 - 1984
Warburg Paribas Becker  1981 - 1983

Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Strategy, Emerging Markets, Fundraising, Management, Start-ups, Corporate Finance, Corporate Development, Equities, Restructuring, Investments, Valuation, Business Plan Developer, Gen Y Career Advice, Writing, Public Speaking, Career Development, Negotiation

Education
The Amos Tuck School at Dartmouth College   1984 — 1986
MBA, 1986

Smith College   1977 — 1981
AB, Economics

Shari V Andrews Shari V Andrews Chicago, Illinois Details
Shari V Andrews's Thomson McKinnon Securities Experience January 1984 - January 1984
Job Chief Executive Officer Florals by Shari
Industry Retail
Experience
Florals by Shari   February 2012 - Present
Atlas Securities, Inc   February 2006 - February 2007
Charles Schwab & Co.   June 2000 - June 2001
Charles Schwab & Co  April 1998 - June 2000
Thomson McKinnon Securities   January 1984 - January 1984

Skills
Floral Design, Customer Service, Holidays, Sales, Customer Satisfaction, Team Building, Anniversaries, Flowers, Banking, Financial Advisory, Sales Management, Advertising, Leadership, Strategy, Management, Public Speaking, Social Media

Education
Golden Gate University   2002 — 2003
Business Administration and Management, General

Illinois State University   1974 — 1978
Bachelor of Science (B.S.), Mass Communication/Media Studies

Elizabeth (Liza) Updike Elizabeth (Liza) Updike Greater Boston Area Details
Elizabeth (Liza) Updike's Thomson McKinnon Securities Experience October 1986 - April 1988
Job IRS Certified Volunteer Tax Preparer at Montachusett Opportunity Council, Inc.
Industry Nonprofit Organization Management
Experience
Montachusett Opportunity Council, Inc.   January 2013 - Present
Harvard Unitarian Church   June 2005 - August 2012
First Congregational Unitarian Society of Westborough   August 1998 - June 2005
State Street Corporation  April 1988 - February 1994
Thomson McKinnon Securities   October 1986 - April 1988

Skills
Finance, Portfolio Management, Accounting, Research, Mutual Funds, Securities, Tax, Management, Public Speaking, Community Outreach, Fundraising, Budgets

Education
Boston University
M.B.A

Clark University   1982 — 1986
BA, Economics

Scarsdale High School   1978 — 1982

Larry Galantis, CFP® Larry Galantis, CFP® Tampa/St. Petersburg, Florida Area Details
Larry Galantis, CFP®'s Thomson McKinnon Securities Experience 1986 - 1989
Job Branch Owner An Independent Firm
Industry Investment Management
Experience
Wealth Guidance Group Inc.   April 2000 - Present
Raymond James Financial Services  April 2000 - Present
Prudential Securities  1989 - 2000
Thomson McKinnon Securities   1986 - 1989

Skills
Retirement Planning, Investments, Series 7, Retirement, Securities, Estate Planning, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., Asset Managment, Divorce Planning, Windfalls and Personal...

Education
University of South Florida   1975 — 1982
BA, Finance

Jayne Trentanove Jayne Trentanove Baltimore, Maryland Area Details
Jayne Trentanove's Thomson McKinnon Securities Experience 1980 - 1981
Job Director of Communications at Tkf Foundation
Industry Marketing and Advertising
Experience
TKF Foundation   January 2015 - Present
Edge Communications  July 2011 - December 2013
WellPoint  October 2008 - July 2011
Harte-Hanks  October 2005 - May 2008
Beyond Words Marketing Communications, Inc.   October 1992 - October 2005
Goldberg, Marchesano, Kohlman Advertising   March 1991 - June 1992
Sonitrol Corporation  March 1984 - April 1991
Belzona  1981 - 1984
Thomson McKinnon Securities   1980 - 1981
Feld Entertainment  1979 - 1980

Skills
Integrated Marketing, Marketing Communications, Direct Mail, Direct Marketing, Marketing, Creative Direction, Leadership, New Business Development, Competitive Analysis, CRM, Budgets, Social Media Marketing, Strategic Communications, Market Research, Press Releases, Sales, Email Marketing

Education
University of Maryland College Park   1975 — 1978
BS, Journalism

Hicksville High School   1971 — 1975

Ellen Curry Ellen Curry Greater Philadelphia Area Details
Ellen Curry's Thomson McKinnon Securities Experience 1987 - 1989
Job Telos Controller at Tiptree Financial Inc
Industry Financial Services
Experience
Tiptree Financial Inc   July 2012 - Present
Tiptree Financial Inc   July 2007 - Present
Core Management   2002 - 2007
Foresight Solutions   1999 - 2002
American Business Financial Services  1997 - 1998
Radian  1990 - 1997
Thomson McKinnon Securities   1987 - 1989
Goldman Sachs  1985 - 1987
PricewaterhouseCoopers  1981 - 1985

Skills
Forecasting, Budgets, Accounting, GAAP, Consolidation, Sarbanes-Oxley Act, Cash Management, Tax Accounting, Financial Reporting, Management Reporting,..., General Ledger..., Due Diligence, Auditing, IPO, Strategic Planning, Investor Relations, Rating Agency Relations, Wall St Analyst..., Treasury, Great Plains GL Software, Acquisitions, Statutory Accounting, Payroll and HR, CLOs, Non-performing Loans

Education
New York University - Leonard N. Stern School of Business   1987 — 1990
MBA, Finance

Australian Graduate School of Management   1989 — 1989
International Exchange Program

Baruch College, City University of New York (CUNY)   1977 — 1981
BBA, Accounting

Courtney Wood Courtney Wood Greater New York City Area Details
Courtney Wood's Thomson McKinnon Securities Experience August 1987 - August 1989
Job Director at Tata Consultancy Services
Industry Management Consulting
Experience
Tata Consultancy Services  April 2006 - Present
Wood & Associates  October 2001 - March 2006
Cap Gemini Ernst & Young  January 1999 - September 2001
Andersen Consulting  April 1996 - December 1998
KPMG  September 1991 - March 1996
Thomson McKinnon Securities   August 1987 - August 1989
Norwest Bank  August 1985 - July 1987

Skills
Management Consulting, Business Transformation, IT Strategy, Change Management, Program Management, Business Process..., Business Process..., Business Strategy, Business Analysis, Strategy, Business Process, Strategic Planning

Education
Columbia University - Columbia Business School   1989 — 1991
MBA

DePauw University   1981 — 1985
B.A., Economics

Richmond College (London)   1984 — 1984
semester abroad

Pleasant Valley High School   1977 — 1981

Unleashing Innovation Summit

Unleashing Innovation Summit

Michael Varner Michael Varner Memphis, Tennessee Details
Michael Varner's Thomson McKinnon Securities Experience November 1983 - May 1986
Job analyst at Varner Brothers
Industry Financial Services
Experience
Varner Brothers   October 1986 - Present
Varner Trading, Inc.   May 1986 - October 1997
Varner Trading, Inc.   July 1982 - October 1997
Thomson McKinnon Securities   November 1983 - May 1986

Skills
Hedging, Risk Management, Sales Management, Financial Analysis, Trading, Derivatives, Microsoft Excel, Commodity, Options, International Trade, Investments, Mutual Funds, Technical Analysis, Commodity Markets, Portfolio Management, Hedge Funds, Commodity Risk..., Management, Strategic Planning, Leadership, Negotiation, Strategy, Sales

Education
University of Mississippi   1978 — 1982
BBA, banking/finance

University of Mississippi - School of Business Administration   1978 — 1982
B.B.A., Banking/Finance

William Donovan William Donovan Washington D.C. Metro Area Details
William Donovan's Thomson McKinnon Securities Experience January 1983 - March 1986
Job Financial development executive specializing in housing finance and capital markets
Industry Financial Services
Experience
US Department of the Treasury  March 2012 - November 2014
William Donovan   May 2010 - February 2012
International Finance Corporation  August 2008 - October 2009
US Treasury - Office of Technical Assistance  December 2002 - August 2008
Donovan Group  January 2000 - January 2004
A.G. Edwards & Sons, Inc.   January 1996 - January 2000
Alex. Brown & Sons, Inc.   January 1991 - April 1996
Investment Counselors of Maryland   November 1988 - October 1990
Citicorp  March 1986 - May 1988
Thomson McKinnon Securities   January 1983 - March 1986

Skills
Housing Finance, IPO, Capital Markets, Fixed Income, training and development, Secondary Mortgage..., Mortgage Securities, Securities, Valuation, Portfolio Management, Mortgage Lending, Investments, Financial Modeling, Credit Risk, Banking, Economics, Risk Management, Finance, Financial Risk, Bloomberg, Strategy, Financial Analysis, Corporate Finance, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1973 — 1975
MBA, Financial Accounting

The Johns Hopkins University   1967 — 1971
BA, Quatitative Studies/Computer Science

Karen Kachadoorian Karen Kachadoorian Greater New York City Area Details
Karen Kachadoorian's Thomson McKinnon Securities Experience 1986 - 1988
Job Leader, Mercer Networks
Industry Human Resources
Experience
Mercer  2010 - Present
ORC Worldwide  2004 - 2010
Towers Perrin  1989 - 1993
Thomson McKinnon Securities   1986 - 1988

Skills
Incentive Programs, Executive Pay, Due Diligence, Human Resources, Performance Management, HR Consulting, Equities, Policy, Corporate Finance

Education
New York University - Leonard N. Stern School of Business
MBA, Marketing and International Business

Georgetown University
BS, Finance and International Management

Nyenrode Business Universiteit
International Finance and Management

University of New South Wales
International Marketing and Management

John Jack B. Kelly John Jack B. Kelly New York, New York Details
John Jack B. Kelly's Thomson McKinnon Securities Experience 1968 - 1989
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities   March 2009 - Present
Smith Barney  February 2006 - March 2009
Legg Mason  March 2003 - February 2006
Prudential Financial  July 1989 - March 2003
Thomson McKinnon Securities   1968 - 1989

Skills
Portfolio Management, Wealth Management, Securities

Education
Cornell University
Bachelor's degree, Economics

Sheila Kearney Cordtz Sheila Kearney Cordtz Greater Atlanta Area Details
Sheila Kearney Cordtz's Thomson McKinnon Securities Experience January 1982 - September 1983
Job Sales Manager/Caribbean Basin at Dominican Solutions LLC
Industry Information Technology and Services
Experience
Dominican Medical Solutions LLC   June 2012 - Present
Caudex Companies   September 2009 - Present
Crudem Foundation/Hospital Sacre Coeur   January 2010 - June 2013
Order of Malta  January 1998 - January 2009
EF Hutton and Company   September 1983 - August 1984
Thomson McKinnon Securities   January 1982 - September 1983
PepsiCo  August 1981 - January 1982
Ivan F Boesky & Co   June 1980 - September 1980

Skills
University Of Havana...

Education
The School of International Service, The American University, Wash, D.C.   1980 — 1981
B.A./B.A/, Spanish/Latin American Area Studies/Economics

Winter Study in the Republic of Cuba   1978 — 1979
Diplomatic Educational Exchange Program

Universidad Complutense de Madrid   1977 — 1979
Bachelor’s Degree, Spanish History, Political Science

Roy Blumberg Roy Blumberg Greater Philadelphia Area Details
Roy Blumberg's Thomson McKinnon Securities Experience 1987 - 1989
Job Partner at Horatio Street Wealth Management
Industry Financial Services
Experience
Horatio Street Wealth Management   2009 - Present
Janney Montgomery Scott  2006 - 2008
Sterne Agee  2000 - 2006
The Roosevelt Investment Group  May 1999 - May 2000
First Allied Securities/Josephthal Inc.   1996 - 1999
CNBC  1989 - 1996
Thomson McKinnon Securities   1987 - 1989

Education
The University of Connecticut School of Business
Bs, Business Administraton

William hall high school

William hall high school

Roger Snyder Roger Snyder Little Rock, Arkansas Area Details
Roger Snyder's Thomson McKinnon Securities Experience August 1987 - March 1989
Job President / CEO at Signet6 Network Sciences
Industry Telecommunications
Experience
Signet6   September 1991 - Present
Signet6   September 1991 - Present
Louis Dreyfus Commodities  March 1989 - November 1990
Thomson McKinnon Securities   August 1987 - March 1989
Drexel Burnham Lambert / EF Hutton   September 1982 - August 1987

Education
Memphis State Herff College of Engineering   1978 — 1979
Engineer's Degree, Mechanical Engineering Fluids & Hydraulics

University of Arkansas at Little Rock   1973 — 1978
Engineer's Degree, Industrial and Mechanical Engineering

William Weber William Weber Greater New York City Area Details
William Weber's Thomson McKinnon Securities Experience September 1986 - January 1990
Job Managing Director Sr Strategist FIG at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC  September 2014 - Present
Drexel Hamilton, LLC  December 2013 - September 2014
Guggenheim Partners  June 2011 - October 2013
Keefe, Bruyette & Woods, Inc.   December 2002 - June 2011
Banca Antonveneta   August 1996 - December 2002
CrossLand FSB   January 1994 - April 1996
FDIC - Division of Resolutions   January 1990 - January 1994
Thomson McKinnon Securities   September 1986 - January 1990

Skills
Investment Banking, Capital Markets, Valuation, Structured Products, Series 7, Structured Finance, Series 63, Private Equity, Asset Management, Fixed Income, Equity Research, Investments, Trading, Bloomberg, Financial Modeling, Hedge Funds, Equities, Derivatives, Portfolio Management, Corporate Finance, Alternative Investments, Finance, Banking

Education
City University of New York-Brooklyn College   1983 — 1986

City University of New York-College of Staten Island   1981 — 1983
General Studies

FISERV - IPS-Sendero   1994 — 1994
Certificate - Financial Modeling, Asset/Liability Management

None

Patricia Brawer Patricia Brawer Greater New York City Area Details
Patricia Brawer's Thomson McKinnon Securities Experience 1971 - 1989
Job Dynamic Executive Director with diversified experience in premier financial services firms
Industry Financial Services
Experience
Morgan Stanley Smith Barney  2009 - Present
Smith Barney  2004 - Present
Citi Global Wealth Management  2004 - Present
Citi Smith Barney  2004 - Present
Citi  2004 - June 2009
Prudential Securities  1989 - 2004
THOMSON McKINNON SECURITIES   1971 - 1989

Education
Smith College   1962 — 1966

University of Edinburgh

Dennis Fama Dennis Fama Greater New York City Area Details
Dennis Fama's Thomson McKinnon Securities Experience 1984 - 1988
Job Investment Systems, Business Analyst at Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   December 1999 - Present
J&W Seligman  December 1999 - November 2008
Trust Company of the West  1995 - 1999
Continental Asset Management   1988 - 1995
Thomson Mckinnon Securities   1984 - 1988

Skills
Valuation, Asset Managment, Investments, Trading, Portfolio Management, Equities, Fixed Income, Business Analysis

Education
City University of New York-Queens College
BS

Linda J. Richardson Linda J. Richardson Greater Boston Area Details
Linda J. Richardson's Thomson McKinnon Securities Experience 1979 - 1986
Job Financial Services Professional
Industry Financial Services
Experience
Chicago Board of Trade  1988 - 1993
E F. Hutton  1986 - 1988
Thomson McKinnon Securities   1979 - 1986
Oppenheimer and Co.  1977 - 1979

Skills
Fixed Income, Hedge Funds, Capital Markets, Securities, Equities, Trading, Risk Management, Derivatives, Alternative Investments, Investment Banking, Options, Financial Markets, Trading Systems, Series 7, Strategy

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2007 — 2007
Back in Business Executive Education Program

University of Massachusetts, Amherst
BA, English

Ted Dougherty Ted Dougherty Greater New York City Area Details
Ted Dougherty's Thomson McKinnon Securities Experience June 1987 - October 1989
Job National Managing Partner, Investment Management Tax, and National Hedge Fund Leader, Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche  May 2002 - Present
Deloitte  2002 - Present
Arthur Andersen  September 1992 - May 2002
PaineWebber  1989 - 1992
Thomson McKinnon Securities   June 1987 - October 1989

Skills
Partnership Taxation, Tax, Tax Advisory, Tax Law, Tax Preparation, Asset Management, Tax Returns, International Tax, Hedge Funds, Accounting, Tax Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, Private Equity, Tax Research, Auditing, Investments, SEC filings, Corporate Tax, GAAP, Income Tax

Education
New York University   1989 — 1992
Master of Business Administration (MBA), Accounting

Rutgers University-New Brunswick   1983 — 1987

Tom Brady Tom Brady Greater Chicago Area Details
Tom Brady's Thomson McKinnon Securities Experience 1980 - 1988
Job V.P. at Chicago Board Options Exchange
Industry Financial Services
Experience
Chicago Board Options Exchange  1988 - Present
Thomson McKinnon Securities   1980 - 1988
Merrill Lynch  1974 - 1980
Merrill Lynch  1970 - 1974

Skills
Options, Electronic Trading, Equities, Derivatives, Securities, Trading, Hedge Funds, Equity Derivatives, Options Strategies, Capital Markets

Education
Loyola University of Chicago   1966 — 1969
Bachelor of Arts (B.A.), Political Science and Government

Fenwick High School   1961 — 1965
High School Degree

Larry Goldsmith Larry Goldsmith Greater New York City Area Details
Larry Goldsmith's Thomson McKinnon Securities Experience 1985 - 1989
Job President at Triad Securities Corp
Industry Financial Services
Experience
Triad Securities Corp   June 2013 - Present
triad securities corp.   January 1994 - May 2013
Bankers Trust  1989 - 1993
Thomson McKinnon Securities   1985 - 1989
Thomson Mckinnon  1985 - 1989

Education
Hofstra University   1981 — 1985

Saratoga Springs High School   1978 — 1981

Paul Marinoff Paul Marinoff Greater New York City Area Details
Paul Marinoff's Thomson McKinnon Securities Experience January 1983 - January 1989
Job AVP at Credit Suisse First Boston
Industry Financial Services
Experience
Credit Suisse First  November 2000 - Present
DLJ Securities Inc   January 1989 - January 2000
Thomson McKinnon Securities   January 1983 - January 1989
Metroplex Auto Repair   January 1978 - January 1983

Skills
Market Data, Bloomberg, Capital Markets, Fixed Income, MBS, Trading Systems, Bonds, Derivatives, Prime Brokerage, Securities, Back Office, Settlement, Middle Office, Equities, Portfolio Management, Structured Products, Trading, Equity Derivatives, Swaps, Credit Derivatives, FX Options, Investment Banking, Collateral Management, Interest Rate..., Securities Lending, Electronic Trading, SWIFT payments, Corporate Actions, Equity Trading, Options, Financial Markets, Securitization, Hedge Funds, Market Risk, Foreign Exchange, Bloomberg Terminal, Operational Risk, Emerging Markets, Alternative Investments, Series 7, Series 63, Financial Services, Asset Management, Equity Research

Education
Kingsborough Community College   1976 — 1978
None, Computer Science

Kingsborough Community College   1976 — 1978

Ed McKenzie Ed McKenzie Virgin Islands (U.S.) area Details
Ed McKenzie's Thomson McKinnon Securities Experience 1985 - 1988
Job Managing Director at Solar Systems, LLC
Industry Real Estate
Experience
Solar Systems, LLC   September 2009 - Present
Seaforth-Argyle, LLC   June 2001 - Present
Graham, Curtin & Sheridan   1997 - 2001
Bressler, Amery & Ross, P.C.   1991 - 1997
Thomson-McKinnon Securities  1985 - 1988

Skills
Real Estate, Management, Marketing, Energy, Real Estate Development, Solar Energy, Sales, Advertising, Intellectual Property, Joint Ventures, Solar Thermal, Construction Management, Manufacturing, Strategic Planning, Contract Negotiation, Finance, Entrepreneurship

Education
Georgetown University Law Center   1978 — 1982
J.D., Law

Universidad Complutense de Madrid   1979 — 1980
Sciencias Politicas

American University   1974 — 1978
B.A., Political Science

Point Pleasant Beach H.S.   1970 — 1974
Diploma

Dan Keppel Dan Keppel Greater New York City Area Details
Dan Keppel's Thomson McKinnon Securities Experience September 1987 - September 1990
Job CEO at Insurance Advisors Network, LLC
Industry Financial Services
Experience
Insurance Advisors Network, LLC   May 2000 - Present
Keystone Financial Bank   September 1997 - May 2000
The Dime Savings Bank of NY  September 1990 - September 1997
Thomson McKinnon Securities   September 1987 - September 1990

Skills
Banking, Fixed Annuities, Insurance, Life Insurance, Investments, Disability Insurance

Education
Baruch College, City University of New York (CUNY)
MBA, Business

Steve Patti Steve Patti Greater New York City Area Details
Steve Patti's Thomson McKinnon Securities Experience October 1987 - 1990
Job Attorney at Stephen Patti Esq.
Industry Law Practice
Experience
Stephen Patti ESQ.   March 2003 - Present
Bloomberg L.P.   January 2002 - October 2002
Americican Stock Exchange   1990 - May 2001
Thomson McKinnon Securities   October 1987 - 1990

Skills
Arbitration, Collections, Compliance, Contract Negotiation, Corporate Law, Courts, Employment Law, Legal Advice, Legal Writing, Litigation, Microsoft Office, Microsoft Word, Personal Injury, Securites Law, Wills

Education
Hofstra University School of Law   1984 — 1987
Doctor of Law (JD), LAW

Brooklyn College   1980 — 1983
Political Science and Government

Genan Kirby Genan Kirby Indianapolis, Indiana Area Details
Genan Kirby's Thomson McKinnon Securities Experience September 1986 - January 1988
Job VP Wealth Management Advisor, Fifth Third Private Bank, 3173832691 or Genan.Kirby@53.com
Industry Banking
Experience
Fifth Third Bank  June 2015 - Present
SalinBank   September 2008 - June 2015
Ash Brokerage  2011 - 2014
Morgan Keegan  July 2005 - August 2008
First National Bank & Trust  June 2002 - June 2005
Robert W. Baird & Co.   January 1991 - June 2002
Members First Credit Union (RCA Credit Union)   January 1988 - January 2002
Thomson McKinnon Securities   September 1986 - January 1988

Education
Indiana University Bloomington   1980 — 1984
General Studies, Education/Business/Econ

Sue Ledingham Sue Ledingham Greater Denver Area Details
Sue Ledingham's Thomson McKinnon Securities Experience July 1979 - May 1989
Job Sales and marketing
Industry Real Estate
Experience
Cherry Creek Properties, LLC  October 2011 - Present
Clear Creek Consulting  April 2011 - Present
Distinctive Properties, Ltd.   January 1995 - January 2012
Prudential Securities  July 1989 - February 1992
Thomson McKinnon Securities   July 1979 - May 1989
City Federal Savings and Loan  January 1977 - June 1979

Skills
Contract Negotiation, Sales, Customer Service, Relocation, Product Marketing, Office Management, Microsoft Office, Administration, Retail, Creative Writing, Crisis Management, Microsoft Word, Marketing, Mentoring, Customer Relations, Word, Writing, Problem Solving, Organizing, Short Sales, Luxury, Single Family Homes, New Home Sales, Foreclosures, Real Estate, Referrals, Real Estate Transactions

Education
Colorado State University   1972 — 1976
B.S., Marketing, Retail, Textiles and Clothing, 3.5 GPA

Stafford Hall School of Business   1978 — 1979
Certicate, Business Correspondence, 3.8 GPA

Jim Coghlan Jim Coghlan Sarasota, Florida Area Details
Jim Coghlan's Thomson McKinnon Securities Experience January 1984 - November 1985
Job Human Resources Manager
Industry Human Resources
Experience
International Ship Repair & Marine Services, Inc.   May 2013 - April 2015
Ceres Environmental Services, Inc.   June 2010 - March 2013
ITW Paslode  September 1996 - July 2009
United States Marine Corps  June 2006 - June 2009
Becton Dickinson  June 1991 - January 1996
Becton Dickinson  December 1988 - June 1991
Permacel Tape (Avery Dennison)   November 1985 - December 1988
Thomson Mckinnon Securities   January 1984 - November 1985

Skills
Employee Relations, Strategic Planning, Team Building, Supervisory Skills, Negotiation, Budgets, Human Resources, Recruiting, Coaching, Contract Negotiation, OSHA 30 Hour..., Construction Quality..., Employee Benefits, Performance Management, Leadership Development, Talent Management, Leadership, Personnel Management, Program Management, Succession Planning, Management, Payroll, Policy, Onboarding, Training, Sourcing, Employee Engagement, College Recruiting, Applicant Tracking..., Workforce Planning, Talent Acquisition, HRIS, Labor Relations, Deferred Compensation, Benefits Administration, Technical Recruiting, Hiring, Organizational..., Interviews, Temporary Placement, Internet Recruiting, New Hire Orientations, Employee Training, HR Policies, Conflict Resolution, Executive Search, Employment Law, Organizational Design, Organizational..., Change Management

Education
Saint Joseph's University   1981 — 1984
MBA, Marketing

Gonzaga University   1973 — 1977
BBA, Personnel Organizational Management

Mark Wrightington Mark Wrightington Greater New York City Area Details
Mark Wrightington's Thomson McKinnon Securities Experience 1986 - 1987
Job Sr. Business Analyst / Project Manager
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  June 2009 - Present
Various Non Profit Organizations  2000 - Present
Boy Scouts of America  2011 - 2015
Boy Scouts of America  2011 - 2015
Smith Barney  July 2001 - June 2009
UBS Wealth Management  1987 - 2001
Thomson McKinnon Securities   1986 - 1987
Mellon Financial Services Corp   1980 - 1986

Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Project Portfolio..., Program Management, SDLC, Financial Services, PMO, Visio, Management, IT Strategy, Process Improvement, Software Project..., Analysis, Banking, Integration, Mainframe, Business Process..., User Acceptance Testing, Analytics, Capital Markets, Business Process..., Change Management, Leadership, Disaster Recovery, Access, COBOL, SharePoint, IT Management, Project Delivery, SQL, Outsourcing, Governance, Product Management, CRM, Business Intelligence, PMP, Systems Analysis, Enterprise Architecture, Resource Management, Business Analysis, Vendor Management, Equities, Fixed Income, Risk Management, Strategic Planning

Education
Rowan University   1977 — 1980
Political Science, Criminal Justice

Rowan University   1977 — 1980
Political Science and Government

Don McMillan Don McMillan Reading, Pennsylvania Area Details
Don McMillan's Thomson McKinnon Securities Experience 1984 - August 1988
Job Sr. Director, Americas Marketing & Operations at EnerSys
Industry Electrical/Electronic Manufacturing
Experience
EnerSys  May 1996 - Present
Yuasa Inc.   August 1988 - May 1996
Thomson McKinnon Securities   1984 - August 1988
Helfrecht Machine Co.   1974 - 1984

Skills
Product Management, Key Account Management, Product Development, New Business Development, Sales Management, Marketing, Sales Operations, Pricing, Sales, Advertising, Cross-functional Team..., Customer Service, Training, Product Marketing, B2B, Account Management, Competitive Analysis

Education
Michigan State University - The Eli Broad College of Business   1991 — 1993
MBA, Marketing

Michigan State University   1971 — 1974
B.A., Business Administration

Len Plaxin Len Plaxin Greater New York City Area Details
Len Plaxin's Thomson McKinnon Securities Experience April 1986 - August 1988
Job Financial Services Professional
Industry Financial Services
Experience
Home  Managing DirectorBear Stearns1988 - 2008
Thomson McKinnon Securities   April 1986 - August 1988
Chemical Bank  June 1984 - April 1986

Skills
Fixed Income, Securities, Hedge Funds, Prime Brokerage, Equities, Series 7, Mutual Funds, Trading Systems, Electronic Trading, Middle Office, Alternative Investments, Options, Derivatives, Equity Derivatives, Credit Derivatives, Series 24, Series 63, Bloomberg, Capital Markets, FINRA, Equity Trading, Structured Products, Market Data, Settlement, COBOL, JCL, SQL DB2, Microsoft Excel, Intertest, Project Management, Business Analysis, Corporate Actions, Trading, Back Office, Securities Lending, Collateral Management, Investment Banking, Full SDLC, IBM Mainframe, Reference Data, Asset Management, Low Latency, Swaps, Portfolio Management, Financial Services, Sybase, ETFs, MBS, Proprietary Trading, High Yield

Education
City University of New York City College   1965 — 1969
Bachelor of Science (BS), Mathematics

Ron Nussbaum Ron Nussbaum Greater New York City Area Details
Ron Nussbaum's Thomson McKinnon Securities Experience 1985 - 1990
Job Counsel at Krieger & Prager LLP
Industry Law Practice
Experience
Krieger & Prager LLP   September 1997 - Present
Alpert & Raice   1993 - 1996
Thomson McKinnon Securities   1985 - 1990
Kronish Lieb Wiener & Hellman   1979 - 1985

Skills
Contract Negotiation, Business Transactions, Securities Offerings

Education
City University of New York City College   1964 — 1968
Bachelor of Arts (B.A.), Economics

Harvard Law School 1971
Doctor of Law (J.D.)

Bruce Ulmer, CPA Bruce Ulmer, CPA Greater Philadelphia Area Details
Bruce Ulmer, CPA's Thomson McKinnon Securities Experience 1987 - 1989
Job VP Internal Audit at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics  July 2006 - Present
Lincoln Financial Group  1999 - 2006
Delaware Investments  June 1993 - June 1999
Vanguard  December 1989 - May 1993
Thomson McKinnon Securities   1987 - 1989
Merrill Lynch  1981 - 1987
Corroon & Black Corp.   1978 - 1981
PwC  1970 - 1978

Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement

Education
University of Delaware
BS Acctg., Accounting

Marybeth Swisher Marybeth Swisher Greater New York City Area Details
Marybeth Swisher's Thomson McKinnon Securities Experience 1988 - 1989
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch  January 2011 - Present
Merrill Lynch Wealth Management  2011 - February 2011
Morgan Stanley Investment Management  2005 - 2010
Morgan Stanley  2002 - 2005
Morgan Stanley Investment Management  1999 - 2002
Dean Witter Intercapital  1996 - 1999
Nuveen Investments  1991 - 1996
US Healthcare  1989 - 1991
Thomson McKinnon Securities   1988 - 1989
Nuveen Investments  1987 - 1988

Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning

Education
Penn State University
B.A., Journalism, Business minor

christopher schaeffer christopher schaeffer Indianapolis, Indiana Area Details
christopher schaeffer's Thomson McKinnon Securities Experience January 1986 - December 1996
Job private client equity manager
Industry Financial Services
Experience
IUPUI  January 1987 - September 2009
Raymond James Financial Inc.  December 1996 - May 2001
Thomson McKinnon Securities   January 1986 - December 1996

Education
Indiana University Bloomington   1978 — 1982
BA, Economics

Douglas Huston Douglas Huston Fort Lauderdale, Florida Details
Douglas Huston's Thomson McKinnon Securities Experience 1977 - 1989
Job Presdent Liberty Asset Advisors
Industry Investment Management
Experience
Liberty Asset Advisors Inc   February 1989 - Present
Thomson McKinnon Securities   1977 - 1989
IBM  1970 - 1972
Proctor & Gamble  1965 - 1968

Skills
Investments, Asset Managment, Strategic Planning, Alternative Investments, Private Equity, Mergers, Due Diligence, Hedge Funds, Financial Analysis, Business Strategy, Asset Allocation, Mutual Funds, Valuation, Retirement Planning, Investment Strategies, Financial Modeling

Education
Xavier University   1970 — 1972
Financial Economics

Ohio University   1965 — 1970
BA Economics

Colerain H S   1961 — 1965

Margaret Zitch Margaret Zitch Greater Philadelphia Area Details
Margaret Zitch's Thomson McKinnon Securities Experience October 1983 - July 1984
Job Physical Therapy Aide at Medical Rehabilitation Centers of Pennsylvania
Industry Hospital & Health Care
Experience
Medical Rehabilitation Centers of Pennsylvania   September 2012 - Present
Thomson McKinnon Securities   October 1983 - July 1984
Merrill Lynch Pierce Fenner & Smith  March 1978 - September 1983

Education
University of Maryland College Park
Bachelor of Science (BS), Textiles and Marketing

Norm Shatkin Norm Shatkin Alameda, California Details
Norm Shatkin's Thomson McKinnon Securities Experience 1981 - 1987
Job Consumer Goods Professional
Industry Computer Software
Experience
Retired and enjoying time to pursue personal interests and family  September 2007 - Present
ADP, INC  2000 - 2007
Thomson McKinnon Securities   1981 - 1987

Education
Hofstra University   1972 — 1975
BA, Biology