Thomson Mckinnon Securities Inc.
Description
Address: 1 State St, New York, NY 10004 Phone: (212) 344-0385: : Website: : Category: : Hours: : Place name: : Category: Bank 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website 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 Thomson Mckinnon Posting publicly on the Web Write a review Reviews Be the first to review
Thomson Mckinnon Securities Inc. 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 Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Thomson Mckinnon Securities Inc. Employees
Employee
Years
Job
Industry
Amy Lichtenstein, CPA Amy Lichtenstein, CPA's Thomson Mckinnon Securities Inc. Experience 1989 - 1989
Job Seasoned Financial Accounting & Operations Controller
Industry Banking
Experience
Citigroup 1989 - 2005
Thomson McKinnon Securities, Inc 1989 - 1989
Fundamental Information Systems 1988 - 1988
Laventhol & Horwath 1984 - 1988
Skills
Real Estate, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Accounting, Microsoft Excel, Microsoft Word, Forecasting, Finance, Financial Audits, Financial Statements, Auditing, Account Reconciliation, Financial Modeling, Due Diligence, Internal Audit, Management
Education
Binghamton University 1980 — 1984
Bachelor of Science (BS), Accounting
Citigroup 1989 - 2005
Thomson McKinnon Securities, Inc 1989 - 1989
Fundamental Information Systems 1988 - 1988
Laventhol & Horwath 1984 - 1988
Skills
Real Estate, Financial Reporting, Budgets, Financial Analysis, Internal Controls, Accounting, Microsoft Excel, Microsoft Word, Forecasting, Finance, Financial Audits, Financial Statements, Auditing, Account Reconciliation, Financial Modeling, Due Diligence, Internal Audit, Management
Education
Binghamton University 1980 — 1984
Bachelor of Science (BS), Accounting
Steven Spinello, CPA Steven Spinello, CPA's Thomson Mckinnon Securities Inc. Experience 1985 - 1989
Job Owner, Steven T Spinello, CPA
Industry Accounting
Experience
Steven T. Spinello, CPA November 1990 - Present
Thomson McKinnon Securities Inc. 1985 - 1989
Deloitte 1982 - 1985
Skills
QuickBooks, Accounting, Tax, CPA, Mergers, Small Business, Accounts Payable, Income Tax, Accounts Receivable, Payroll, Financial Analysis, Budgets, Financial Reporting, Tax Preparation, Due Diligence, Corporate Tax, Internal Controls, Strategic Financial..., Business Planning, Mergers & Acquisitions
Education
Monmouth University 1979 — 1982
Bachelor of Science (BS), Accounting
University of South Florida 1974 — 1975
Steven T. Spinello, CPA November 1990 - Present
Thomson McKinnon Securities Inc. 1985 - 1989
Deloitte 1982 - 1985
Skills
QuickBooks, Accounting, Tax, CPA, Mergers, Small Business, Accounts Payable, Income Tax, Accounts Receivable, Payroll, Financial Analysis, Budgets, Financial Reporting, Tax Preparation, Due Diligence, Corporate Tax, Internal Controls, Strategic Financial..., Business Planning, Mergers & Acquisitions
Education
Monmouth University 1979 — 1982
Bachelor of Science (BS), Accounting
University of South Florida 1974 — 1975
J.R. Hesano's Thomson Mckinnon Securities Inc. Experience January 1987 - January 1990
Job Managing Director Wealth Management at UBS Financial Svc Inc
Industry Banking
Experience
UBS Financial Svc Inc February 2015 - Present
J.P. Morgan February 2000 - February 2015
MICHIGAN NATIONAL CORPORATION January 1996 - January 2000
CHEMICAL BANK and TRUST COMPANY January 1990 - January 1996
THOMSON McKINNON SECURITIES, INC January 1987 - January 1990
Education
Central Michigan University
Master, Business Administration; financial analysis and portfolio management
Western Michigan University
Bachelor, Business Administration
UBS Financial Svc Inc February 2015 - Present
J.P. Morgan February 2000 - February 2015
MICHIGAN NATIONAL CORPORATION January 1996 - January 2000
CHEMICAL BANK and TRUST COMPANY January 1990 - January 1996
THOMSON McKINNON SECURITIES, INC January 1987 - January 1990
Education
Central Michigan University
Master, Business Administration; financial analysis and portfolio management
Western Michigan University
Bachelor, Business Administration
Robert H. Rath Robert H. Rath's Thomson Mckinnon Securities Inc. Experience January 1986 - January 1989
Job President at Due Diligence Financial Services, Inc.
Industry Financial Services
Experience
Diligence Financial Services, Inc January 1996 - Present
SunTrust Banks, Inc January 1993 - January 1996
Xélan - The Economic Association of Health Professionals February 1989 - January 1993
Thomson McKinnon Securities, Inc January 1986 - January 1989
Thomson McKinnon Securities, Inc January 1980 - January 1989
Skills
Investment Analysis, Investment Marketing, Financial Planning, Series 7, Portfolio Management, Investments, Equities, Investment Management, Valuation, Asset Allocation, Strategic Financial..., Mutual Funds, Finance, Securities, Hedge Funds, Series 63, Bonds, Due Diligence, Financial Risk, Fixed Annuities, Wealth Management
Education
Georgia State University 1988 — 1990
Master of Business Administration (MBA), International Business; International Business Management, Corporate Finance, Marketing, Economics
Niagara University 1974 — 1978
Bachelor of Arts (BA), Political Science; Political Science, Economics, Criminal Justice, Religion
Diligence Financial Services, Inc January 1996 - Present
SunTrust Banks, Inc January 1993 - January 1996
Xélan - The Economic Association of Health Professionals February 1989 - January 1993
Thomson McKinnon Securities, Inc January 1986 - January 1989
Thomson McKinnon Securities, Inc January 1980 - January 1989
Skills
Investment Analysis, Investment Marketing, Financial Planning, Series 7, Portfolio Management, Investments, Equities, Investment Management, Valuation, Asset Allocation, Strategic Financial..., Mutual Funds, Finance, Securities, Hedge Funds, Series 63, Bonds, Due Diligence, Financial Risk, Fixed Annuities, Wealth Management
Education
Georgia State University 1988 — 1990
Master of Business Administration (MBA), International Business; International Business Management, Corporate Finance, Marketing, Economics
Niagara University 1974 — 1978
Bachelor of Arts (BA), Political Science; Political Science, Economics, Criminal Justice, Religion
Steven Jaspen Steven Jaspen's Thomson Mckinnon Securities Inc. Experience 1983 - 1984
Job Looking for New Opportunities
Industry Banking
Experience
Natixis Securities Americas, LLC March 1986 - December 2014
Natixis Securities Americas, LLC 1986 - December 2014
Goldman Sachs March 1984 - March 1986
Thomson McKinnon Securities Inc. 1983 - 1984
Skills
Equities, Fixed Income, Internal Controls, Options, Trading, Prime Brokerage, Bloomberg, Settlement, Accounting, Derivatives, Securities, Capital Markets, Financial Services, Trading Systems, Hedge Funds
Education
City University of New York-Brooklyn College 1974 — 1979
BA, Economics/Philosophy
Natixis Securities Americas, LLC March 1986 - December 2014
Natixis Securities Americas, LLC 1986 - December 2014
Goldman Sachs March 1984 - March 1986
Thomson McKinnon Securities Inc. 1983 - 1984
Skills
Equities, Fixed Income, Internal Controls, Options, Trading, Prime Brokerage, Bloomberg, Settlement, Accounting, Derivatives, Securities, Capital Markets, Financial Services, Trading Systems, Hedge Funds
Education
City University of New York-Brooklyn College 1974 — 1979
BA, Economics/Philosophy
Glenn Baytala Glenn Baytala's Thomson Mckinnon Securities Inc. Experience January 1980 - January 1989
Job Back looking for work in the business
Industry Financial Services
Experience
Garwood Sec. LLC. December 2013 - Present
CCM Equities January 2011 - June 2012
Gar Wood Securities 2011 - 2012
CCM Equities January 2010 - January 2011
Fortis Clearing Americas January 2000 - January 2010
Lake Shore Securities L.P January 1989 - January 1999
Thomson McKinnon Securities, Inc January 1980 - January 1989
Merrill Lynch, Pierce, Fenner & Smith January 1973 - January 1980
Skills
Series 7, Series 63, CBOE Membership, Options, Trading, Securities, Financial Markets, Equity Derivatives, Equities, Derivatives, Electronic Trading, Back Office, Brokerage, Commodity, Bloomberg, Equity Trading, FINRA, Hedging, Proprietary Trading, Trading Systems
Education
University of Illinois at Chicago 1974 — 1976
Political Science and Government, 3.0
Garwood Sec. LLC. December 2013 - Present
CCM Equities January 2011 - June 2012
Gar Wood Securities 2011 - 2012
CCM Equities January 2010 - January 2011
Fortis Clearing Americas January 2000 - January 2010
Lake Shore Securities L.P January 1989 - January 1999
Thomson McKinnon Securities, Inc January 1980 - January 1989
Merrill Lynch, Pierce, Fenner & Smith January 1973 - January 1980
Skills
Series 7, Series 63, CBOE Membership, Options, Trading, Securities, Financial Markets, Equity Derivatives, Equities, Derivatives, Electronic Trading, Back Office, Brokerage, Commodity, Bloomberg, Equity Trading, FINRA, Hedging, Proprietary Trading, Trading Systems
Education
University of Illinois at Chicago 1974 — 1976
Political Science and Government, 3.0
Jim Dracopoulos Jim Dracopoulos's Thomson Mckinnon Securities Inc. Experience 1988 - 1989
Job Trust Real Estate Management
Industry Banking
Experience
Cardinal Health, Inc. 2008 - 2010
Nationwide Mutual Insurance Company 1996 - 2008
Merrill Lynch 1989 - 1991
Thomson McKinnon Securities Inc. 1988 - 1989
Shearson Lehman Brothers Inc. 1985 - 1988
Skills
Mergers, Insurance, Tax, Real Estate, Software Licensing, Mutual Funds, Governance, Corporate Governance, Corporate Law, Financial Products, Offshore Investments
Education
New York University School of Law
LL.M
The University of Michigan School of Business Administration
BBA
University of Toledo College of Law
JD
Cardinal Health, Inc. 2008 - 2010
Nationwide Mutual Insurance Company 1996 - 2008
Merrill Lynch 1989 - 1991
Thomson McKinnon Securities Inc. 1988 - 1989
Shearson Lehman Brothers Inc. 1985 - 1988
Skills
Mergers, Insurance, Tax, Real Estate, Software Licensing, Mutual Funds, Governance, Corporate Governance, Corporate Law, Financial Products, Offshore Investments
Education
New York University School of Law
LL.M
The University of Michigan School of Business Administration
BBA
University of Toledo College of Law
JD
Debra Speyer Debra Speyer's Thomson Mckinnon Securities Inc. Experience August 1984 - October 1987
Job Elder Law Attorney | Wall Street Fraud Attorney | Probate Attorney | Estate Planning | Investment Fraud Recovery
Industry Law Practice
Experience
Debra G. Speyer Law Offices July 1990 - Present
Professional Services of Coconut Grove, LLC 2006 - 2013
FINRA October 1987 - July 1990
Thomson McKinnon Securities, Inc August 1984 - October 1987
Skills
Estate Planning, Mutual Funds, Derivatives, Wills, Trusts, Guardianship, Estate Law, Banking, Powers of Attorney, FINRA, Estate Administration
Education
Hofstra University 1984 — 1986
M.B.A., Finance; thesis - Program Trading and Stock Market Manipulation
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
J.D., Law
Hofstra University 1976 — 1980
BBA, Accounting
Debra G. Speyer Law Offices July 1990 - Present
Professional Services of Coconut Grove, LLC 2006 - 2013
FINRA October 1987 - July 1990
Thomson McKinnon Securities, Inc August 1984 - October 1987
Skills
Estate Planning, Mutual Funds, Derivatives, Wills, Trusts, Guardianship, Estate Law, Banking, Powers of Attorney, FINRA, Estate Administration
Education
Hofstra University 1984 — 1986
M.B.A., Finance; thesis - Program Trading and Stock Market Manipulation
Maurice A. Deane School of Law at Hofstra University 1981 — 1984
J.D., Law
Hofstra University 1976 — 1980
BBA, Accounting
Jim Keagy Jim Keagy's Thomson Mckinnon Securities Inc. Experience 1982 - 1989
Job Independent Financial Services Professional
Industry Financial Services
Experience
Barclays Global Investors 1999 - 2008
Metric Capital/SSR Realty Advisors 1995 - 1998
AEW Capital Management 1989 - 1995
Thomson McKinnon Securities Inc 1982 - 1989
Skills
Hedge Funds, Trading Systems, Asset Managment, Asset Management, Equities, Investments, Corporate Finance, Strategic Planning, Alternative Investments, Asset Allocation, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Mutual Funds, Investment Management, Capital Markets
Education
Harvard Business School
MBA
Yale University
BS, Business
Barclays Global Investors 1999 - 2008
Metric Capital/SSR Realty Advisors 1995 - 1998
AEW Capital Management 1989 - 1995
Thomson McKinnon Securities Inc 1982 - 1989
Skills
Hedge Funds, Trading Systems, Asset Managment, Asset Management, Equities, Investments, Corporate Finance, Strategic Planning, Alternative Investments, Asset Allocation, Private Equity, Portfolio Management, Fixed Income, Investment Strategies, Mutual Funds, Investment Management, Capital Markets
Education
Harvard Business School
MBA
Yale University
BS, Business
Jim Grien's Thomson Mckinnon Securities Inc. Experience 1986 - 1989
Job President & CEO TM Capital Corp.
Industry Investment Banking
Experience
TM Capital Corp. January 2008 - Present
TM Capital Corp. June 2001 - December 2007
Prudential Securities 1989 - 2001
Thomson McKinnon Securities Inc. 1986 - 1989
McKenna Long & Aldridge LLP 1984 - 1986
Skills
Investment Banking, Middle Market, Mergers, Acquisitions, Business Valuation, Valuation, Litigation Support, Financial Analysis, Board Advisory Services, Private Equity, Venture Capital, Corporate Finance, Business Strategy, Cross-border M&A, Cross-border...
Education
Columbia University School of Law
University of Pennsylvania
TM Capital Corp. January 2008 - Present
TM Capital Corp. June 2001 - December 2007
Prudential Securities 1989 - 2001
Thomson McKinnon Securities Inc. 1986 - 1989
McKenna Long & Aldridge LLP 1984 - 1986
Skills
Investment Banking, Middle Market, Mergers, Acquisitions, Business Valuation, Valuation, Litigation Support, Financial Analysis, Board Advisory Services, Private Equity, Venture Capital, Corporate Finance, Business Strategy, Cross-border M&A, Cross-border...
Education
Columbia University School of Law
University of Pennsylvania
Drew M. Gollerkeri's Thomson Mckinnon Securities Inc. Experience 1988 - 1989
Job Director of Finance at Core Health Inc.
Industry Hospital & Health Care
Experience
Core Health Inc. 2014 - Present
Akamai Technologies 2014 - 2014
Systagenix Inc. 2013 - 2013
Biogen Idec Inc. 2006 - 2013
Sanofi-Aventis Inc. 2001 - 2006
Aventis Pharma AG 1997 - 2001
Hoechst Marion Roussel Inc. 1991 - 1997
Thomson McKinnon Securities Inc. 1988 - 1989
Skills
Biotechnology, Pharmaceutical Industry, Sarbanes-Oxley Act, Financial Modeling, Lifesciences, Financial Analysis, Due Diligence, Financial Reporting, Cross-functional Team..., Forecasting, Process Improvement, Internal Controls, SEC filings, Corporate Finance, Auditing, Accounting, Shared Services, Treasury Services, Tax
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration (MBA), Financial Strategy and Accounting
University of Missouri-Kansas City
Master of Science (M.S.), Accounting
University of Kansas
Bachelor of Arts (BA), Major: Chemistry; Minor: English Literature
Core Health Inc. 2014 - Present
Akamai Technologies 2014 - 2014
Systagenix Inc. 2013 - 2013
Biogen Idec Inc. 2006 - 2013
Sanofi-Aventis Inc. 2001 - 2006
Aventis Pharma AG 1997 - 2001
Hoechst Marion Roussel Inc. 1991 - 1997
Thomson McKinnon Securities Inc. 1988 - 1989
Skills
Biotechnology, Pharmaceutical Industry, Sarbanes-Oxley Act, Financial Modeling, Lifesciences, Financial Analysis, Due Diligence, Financial Reporting, Cross-functional Team..., Forecasting, Process Improvement, Internal Controls, SEC filings, Corporate Finance, Auditing, Accounting, Shared Services, Treasury Services, Tax
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration (MBA), Financial Strategy and Accounting
University of Missouri-Kansas City
Master of Science (M.S.), Accounting
University of Kansas
Bachelor of Arts (BA), Major: Chemistry; Minor: English Literature
Stephen Koch's Thomson Mckinnon Securities Inc. Experience March 1982 - March 1988
Job Data Quality Manager at SmartStream Technologies
Industry Financial Services
Experience
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
SmartStream Technologies April 2014 - Present
Esarkay Consulting LLC June 2013 - Present
Interactive Data June 2011 - May 2013
CITCO Fund Services September 2003 - June 2011
Fidelity Investments July 1995 - January 2003
Kidder Peabody March 1988 - July 1995
Thomson McKinnon Securities Inc. March 1982 - March 1988
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Alternative Investments, Financial Markets, Mutual Funds, Securities, Market Data, Prime Brokerage, Bloomberg, Asset Managment, Options, Financial Services, Fund Of Funds, Swaps, Middle Office, Bonds, Corporate Actions, FX Options, Asset Management, Risk Management, Fund Administration
Education
Stony Brook University 1976 — 1980
BA, History
Peter G. Snelling's Thomson Mckinnon Securities Inc. Experience October 1983 - August 1989
Job First Vice President Wealth Mangement at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Merrill Lynch March 2008 - Present
Citigroup Global Markets Inc. August 1994 - March 2008
Prudential Securities Incorporated August 1989 - August 1994
Thomson McKinnon Securities Inc. October 1983 - August 1989
Skills
Alternative Investments, Wealth Management..., Asset Allocation, Investment Advisory, Retirement Planning, Retirement Plan..., Investment Strategies, Trust Services, Financial Advisory, Strategic Planning, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2002 — 2007
Certified Investment Manager Analyst (CIMA®) and Certificate of Professional Development, Advanced Investment Analysis, Alternative Investments, Foundation and Endowment Financial Mngt.
Exit Planning Institute 2011 — 2011
Certified Exit Planning Advisor (CEPA®), Middle market exit planning
University of Denver - Daniels College of Business 2007 — 2007
Certifed Private Wealth Advisor (CPWA®)
University of Delaware - Lerner College of Business and Economics 1978 — 1982
B.S. Economics, Economics and Finance
Brandon Au's Thomson Mckinnon Securities Inc. Experience 1986 - 1988
Job Director at UBS
Industry Information Technology and Services
Experience
UBS June 2010 - Present
Barclays Capital October 2009 - May 2010
DataBase Technologies 2009 - October 2009
Goldman Sachs 2004 - 2008
Goldman Sachs 2002 - 2004
Goldman Sachs Tokyo 2001 - 2002
Goldman Sachs Tokyo 1990 - 2001
Goldman Sachs 1988 - 1990
Thomson McKinnon Securities Inc. 1986 - 1988
Skills
Internal Audit, Business Continuity..., Project Management, SDLC, Financial Risk, Fixed Income, Equities, Trading Systems, Risk Management, Business Analysis, IT Strategy, Investment Banking, Strategy, Outsourcing, Databases, Integration
Education
Columbia University in the City of New York 1982 — 1986
BS, Electrical Engineering
International Institution of Learning
Certificate, Kerzner Approach to Project Management
William Paterson University of New Jersey
White Belt, Lean Six Sigma
UBS June 2010 - Present
Barclays Capital October 2009 - May 2010
DataBase Technologies 2009 - October 2009
Goldman Sachs 2004 - 2008
Goldman Sachs 2002 - 2004
Goldman Sachs Tokyo 2001 - 2002
Goldman Sachs Tokyo 1990 - 2001
Goldman Sachs 1988 - 1990
Thomson McKinnon Securities Inc. 1986 - 1988
Skills
Internal Audit, Business Continuity..., Project Management, SDLC, Financial Risk, Fixed Income, Equities, Trading Systems, Risk Management, Business Analysis, IT Strategy, Investment Banking, Strategy, Outsourcing, Databases, Integration
Education
Columbia University in the City of New York 1982 — 1986
BS, Electrical Engineering
International Institution of Learning
Certificate, Kerzner Approach to Project Management
William Paterson University of New Jersey
White Belt, Lean Six Sigma
Laurie Cummings's Thomson Mckinnon Securities Inc. Experience July 1980 - October 1981
Job Communications Assistant at Diabetes Research Institute Foundation
Industry Nonprofit Organization Management
Experience
Diabetes Research Institute Foundation February 2004 - Present
Adolescent Psychiatry & Pediatric Psychiatry January 1998 - February 2000
Thomson McKinnon Securities Inc July 1980 - October 1981
Skills
Facebook, Community Outreach, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Web Content, Inventory Control, Multi-line Phone, PDF Creator, Articles, Raiser's Edge, Press Kits, Literature, Brochures, Data Entry, Photoshop, Medical Billing, Medical Coding, Customer Service, Editing, Public Relations, Social Media
Education
Beacon College 1996 — 1998
Certified Nursing Assistant, Practical Nursing, Vocational Nursing and Nursing Assistants
National School of Technology 1990 — 1993
Associate's degree, Medical/Clinical Assistant
St. Anthony's Commercial 1976 — 1978
Academy Of Mt St Ursula 1975 — 1976
Nursing Education
Diabetes Research Institute Foundation February 2004 - Present
Adolescent Psychiatry & Pediatric Psychiatry January 1998 - February 2000
Thomson McKinnon Securities Inc July 1980 - October 1981
Skills
Facebook, Community Outreach, Communication, Microsoft Office, Microsoft Excel, Microsoft Word, Web Content, Inventory Control, Multi-line Phone, PDF Creator, Articles, Raiser's Edge, Press Kits, Literature, Brochures, Data Entry, Photoshop, Medical Billing, Medical Coding, Customer Service, Editing, Public Relations, Social Media
Education
Beacon College 1996 — 1998
Certified Nursing Assistant, Practical Nursing, Vocational Nursing and Nursing Assistants
National School of Technology 1990 — 1993
Associate's degree, Medical/Clinical Assistant
St. Anthony's Commercial 1976 — 1978
Academy Of Mt St Ursula 1975 — 1976
Nursing Education
Jack Tate's Thomson Mckinnon Securities Inc. Experience 1974 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Company January 2004 - September 2008
Prudential Bache Securities Inc. 1989 - 2003
Thomson Mckinnon Securities Inc. 1974 - 1989
Education
University of Notre Dame 1960 — 1966
BA; MA, Political Science; Economics
Jefferies & Company January 2004 - September 2008
Prudential Bache Securities Inc. 1989 - 2003
Thomson Mckinnon Securities Inc. 1974 - 1989
Education
University of Notre Dame 1960 — 1966
BA; MA, Political Science; Economics
Eliot Goldberg's Thomson Mckinnon Securities Inc. Experience May 1981 - April 1991
Job Tax Principal at Grassi & Co.
Industry Financial Services
Experience
Grassi & Co. January 2013 - Present
Leaders in Alternative Investments in Greater New York City Area 2012 - Present
The D. E. Shaw Group December 1993 - December 2011
Thomson MCKinnon Securities Inc. May 1981 - April 1991
Skills
Hedge Funds, Alternative Investments, Alternative Investment..., Fund Of Funds, Private Equity, Accounting, Tax, Financial Analysis, Due Diligence, International Tax, Tax Compliance, State and Local tax, Mergers, Corporate Finance, Valuation, Asset Management, Tax Law, Financial Services, Mergers & Acquisitions, Restructuring, Financial Reporting, GAAP, Corporate Tax, Tax Accounting, Auditing, CPA, Finance, Tax Advisory, Tax Research, Partnership Taxation, Internal Controls, Sarbanes-Oxley Act, High Net Worth..., Strategic Financial..., Income Tax, Transfer Pricing, Tax Preparation, Tax Returns, Financial Planning
Education
Baruch College
Master of Business Administration (M.B.A.), Taxation
Brooklyn College
Bachelor's degree, Accounting
Grassi & Co. January 2013 - Present
Leaders in Alternative Investments in Greater New York City Area 2012 - Present
The D. E. Shaw Group December 1993 - December 2011
Thomson MCKinnon Securities Inc. May 1981 - April 1991
Skills
Hedge Funds, Alternative Investments, Alternative Investment..., Fund Of Funds, Private Equity, Accounting, Tax, Financial Analysis, Due Diligence, International Tax, Tax Compliance, State and Local tax, Mergers, Corporate Finance, Valuation, Asset Management, Tax Law, Financial Services, Mergers & Acquisitions, Restructuring, Financial Reporting, GAAP, Corporate Tax, Tax Accounting, Auditing, CPA, Finance, Tax Advisory, Tax Research, Partnership Taxation, Internal Controls, Sarbanes-Oxley Act, High Net Worth..., Strategic Financial..., Income Tax, Transfer Pricing, Tax Preparation, Tax Returns, Financial Planning
Education
Baruch College
Master of Business Administration (M.B.A.), Taxation
Brooklyn College
Bachelor's degree, Accounting
Thomas J Sengel's Thomson Mckinnon Securities Inc. Experience 1986 - 1989
Job Senior Client Services Manager at BT Global Services
Industry Telecommunications
Experience
BT Global Services February 1995 - July 2013
Santa Project 2011 - 2013
LGBT Center NYC 2002 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT / MCI Corporation - Concert (Joint Venture - BT/MCI) February 1995 - 1998
The Bank Of New York 1989 - February 1995
Thomson McKinnon Securities Inc 1986 - 1989
Skills
Team Leadership, Organization &..., Communication, Interpersonal Skill, Professional, Time Management, Strategy, Budgets, Training, Project Planning, Leadership, Project Management, Management, Recruiting, Software Documentation, Strategic Planning, Performance Management, Team Management, Event Management, Retail, Telecommunications, Networking, Data Center
Education
New York Guitar Academy
Still Working, Flamenco Guitar
W.I.T.S. World Instructor Training 2006 — 2006
Personal Training Certification, Personal Trainer, A
DeVry University 1992 — 1994
Ohio University, Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Ohio University
BT Global Services February 1995 - July 2013
Santa Project 2011 - 2013
LGBT Center NYC 2002 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT / MCI Corporation - Concert (Joint Venture - BT/MCI) February 1995 - 1998
The Bank Of New York 1989 - February 1995
Thomson McKinnon Securities Inc 1986 - 1989
Skills
Team Leadership, Organization &..., Communication, Interpersonal Skill, Professional, Time Management, Strategy, Budgets, Training, Project Planning, Leadership, Project Management, Management, Recruiting, Software Documentation, Strategic Planning, Performance Management, Team Management, Event Management, Retail, Telecommunications, Networking, Data Center
Education
New York Guitar Academy
Still Working, Flamenco Guitar
W.I.T.S. World Instructor Training 2006 — 2006
Personal Training Certification, Personal Trainer, A
DeVry University 1992 — 1994
Ohio University, Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Ohio University
Clark Fwcmacadam's Thomson Mckinnon Securities Inc. Experience March 1979 - March 1981
Job COO at F. W, MacAdam & Co.
Industry Investment Management
Experience
F. W, MacAdam & Co. March 1991 - Present
Thomson McKinnon Securities Inc. March 1979 - March 1981
Skills
Writing, Policy Analysis, Data Analysis, Financial Analysis, Market Analysis, Architectural &...
Education
Harvard University 1983 — 1991
ALB, All the pertinent undergraduate things.s
American University 1976 — 1978
none, Political Science
F. W, MacAdam & Co. March 1991 - Present
Thomson McKinnon Securities Inc. March 1979 - March 1981
Skills
Writing, Policy Analysis, Data Analysis, Financial Analysis, Market Analysis, Architectural &...
Education
Harvard University 1983 — 1991
ALB, All the pertinent undergraduate things.s
American University 1976 — 1978
none, Political Science