UBS- Paine Webber
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UBS- Paine Webber Employees
Integrity Wealth Advisors, Ltd. June 2009 - Present
Statehouse Investments, LLC May 2006 - June 2009
UBS - Paine Webber July 1999 - June 2006
US Bancorp - Piper Jaffray June 1987 - July 1999
Blunt, Ellis & Loew - Kemper Securities June 1984 - June 1987
Fink and Fink Law Firm 1971 - 1984
Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401k Rollovers, Mutual Funds, College Education..., Strategic Investment...
Education
Marquette University
Juris Doctoris Degree, Law
Syracuse University
Master of Science (M.S.), Television-Radio
St. Norbert College
Bachelor of Science (B.S.), Speech Communication
Serrins Fisher LLP May 2012 - Present
Liane Fisher Law PLLC December 2009 - July 2012
Jackson Lewis LLP October 2006 - November 2009
Queller Fisher Dienst Serrins Washor and Kool July 2005 - September 2006
UBS Paine Webber 2000 - 2002
Skills
Employment Law, Litigation, Mediation, Legal Writing, Arbitration, Discrimination, Courts, Trials, Employment Contracts, Alternative Dispute..., Depositions, Human Resources, Policy, Training, Employee Handbooks, Legal Research, Wage & Hour
Education
Brooklyn Law School 2002 — 2005
J.D., Law
The George Washington University - School of Business
BBA, cum laude, Business and Finance
United Nations International School, New York City
High School Diploma, 12
Umpqua Bank Branch ManagerSterling BankNovember 2010 - May 2014
Prime Lending July 2009 - November 2010
National City Mortgage August 2008 - July 2009
GMAC Mortgage March 2003 - August 2008
Merrill Lynch August 2001 - March 2003
UBS Paine Webber July 2000 - August 2001
Old Kent Bank/Republic Mortgage March 1999 - April 2000
Premier Mortgage Northwest December 1997 - March 1999
Custodial Supply Company August 1996 - August 1998
Peirone Produce Company May 1986 - July 1996
Skills
Mortgage Lending, Loans, Finance, Residential Homes, Sales, Credit, Banking, FHA, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, Credit Analysis, Commercial Lending, Consumer Lending
Education
Eastern Washington University 1989 — 1991
Bachelor's Degree, Radio Television Production
Spokane Falls Community College 1984 — 1986
Associate's Degree
Pace September 2015 - Present
KitchenNette June 2015 - Present
Self-Employed April 2015 - September 2015
FirstLight HomeCare of West Los Angeles October 2012 - April 2015
Applied Fire Safety, Inc. January 2007 - December 2012
Harvey & Company LLC August 2003 - December 2008
World Trade Centers Association July 2003 - August 2003
UBS Paine Webber October 2002 - February 2003
Glen Ivy July 1997 - August 2001
Skills
Project Management, Program Management, Management, Strategic Planning, Business Development, Strategy, Budgets, New Business Development, Contract Negotiation, Operations Management, Operational Efficiency, Process Improvement, Business Strategy, Operational Planning, Problem Solving, Financial Modeling, Forecasting, Training, Instructional Manuals, Instructional Writing, Microsoft Office, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Market Research, Private Equity, Mergers, Financial Analysis, Portfolio Management, Business Valuation, Customer Service, Interpersonal..., Quality Assurance, Human Resources, Healthcare, Information Technology, CRM Databases, Talent Management, AutoCAD, HTML, HTML5, CSS, CSS3, MySQL, TQM, CRM, Team Building, JIRA, Confluence, Product Management
Education
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International Business & Finance; Business Economics, 3.28
Riverside Community College 1998 — 2000
Associate of Arts & Associate of Science, General Studies, 3.37
General Assembly
Santa Monica College
Computer Science
MDS Energy Development, LLC February 2015 - Present
Hard Rock Exploration October 2013 - Present
Aztec Oil & Gas December 2008 - August 2013
Black Diamond Energy, Inc. February 2002 - December 2008
UBS Paine Webber February 2000 - February 2002
Boise Cascade 1995 - 1999
Delhi Gas Pipeline 1990 - 1995
Skills
Investments, Alternative Investments, New Business Development, Series 7, Series 63, Sales, Analysis, Strategic Financial..., Marketing, Financial Advisory, Investment Strategies, Investment Advisory, Risk Management, Asset Allocation, Finance, Account Management, Business Development, Customer Service, Public Speaking, Hedge Funds, Human Resources, Oil & Gas Industry
Education
Stephen F. Austin State University
Bachelor Science, Petroleum Geology
Fifth Third Securities January 2010 - Present
Citi Smith Barney March 2004 - January 2010
UBS Paine Webber May 2002 - March 2004
Education
Northwestern University 2011 — 2012
Certified Financial Planner™ Professional, Financial Planning and Services
Keller Graduate School of Management of DeVry University 1996 — 1997
Master of Business Administration (MBA), Marketing, Honors
San Francisco State University 1979 — 1981
Bachelor of Science (BS), Computer Software Engineering
Tampa Yacht Sales July 2002 - Present
Galati Yachts October 2010 - December 2013
Gulfeagle Supply October 2008 - December 2010
MarineMax July 2002 - October 2008
Omni Financial September 2001 - July 2002
UBS - Paine Webber July 1998 - September 2001
Mountain Air Country Club August 1996 - June 1998
Southwestern Company March 1993 - September 1996
Skills
Sales Management, Sales Process, Customer Relations, Vendor Relations, Contract Negotiation, Direct Sales, Budgeting, Event Management, Customer Service, Budgets, Yachting, Boat, Boating, Sales, Selling, Negotiation, Team Building, Maritime, Leadership, Advertising, New Business Development, Sailing, Retail, Cold Calling, Management, Email Marketing, Marketing, Logistics, Marketing Strategy, Sales Operations, CRM, Purchasing, Strategic Partnerships, Operations Management, Account Management, Pricing, Strategic Planning, Navigation, International Sales, Fishing, Brokerage, Marinas, Ports, Charter, Shipping, Cruises, Ocean, Luxury Lifestyle, Diving, Maritime Operations
Education
Florida State University - College of Business 1990 — 1994
BS, Finance & Marketing
Guggenheim Partners June 2011 - Present
Artemis LLC April 2009 - July 2011
Credit Suisse June 2001 - June 2009
UBS Paine Webber November 2000 - June 2001
PaineWebber April 1997 - November 2000
Fitch Ratings March 1993 - April 1997
Mutual of New York February 1985 - March 1993
Education
New York University
University of Vermont
Wykoff Consulting January 2010 - Present
The Dump November 2009 - Present
The Dump November 2009 - Present
Nasser Cardiology September 2008 - Present
Houston Independent School DistrictSpring 2009 January 2009 - May 2009
Locke Liddell & Sapp LLP May 2005 - August 2005
UBS Paine Webber January 2003 - February 2003
Office of Mayor Lee P. Brown May 2001 - August 2001
Education
Southern Methodist University
Bachelor of Arts, Markets and Culture
Cocktail Caviar Brands September 2012 - Present
FBR Capital Markets May 2011 - November 2012
Center on Budget and Policy Priorities May 2010 - July 2010
Greenpeace June 2006 - July 2007
Merrill Lynch May 2005 - October 2006
UBS Paine-Webber May 2003 - August 2004
Skills
Economics, Financial Modeling, Microsoft Excel, Policy, Leadership, Data Analysis, Valuation, Fundraising, Research
Education
Columbia University, School of International and Public AffairsNew 2009 — 2011
Masters, Public Administration
National University of Singapore, Lee Kuan Yew School of Public Policy 2009 — 2011
Masters, Public Policy
University of Florida - Warrington College of Business Administration 2002 — 2006
Bachelor of Arts, Finance
Durant High School
Chartwell Partners January 2012 - Present
Russell Reynolds Associates May 2007 - December 2011
AppleOne a subsidiary of Howroyd Group 2006 - 2007
The British Corner Institute (Italy) 2005 - 2007
University of California, Davis 2003 - 2005
Kauai Magazine 2000 - 2003
UBS Paine Webber 1997 - 1999
Skills
Talent Management, Executive Search, Talent Acquisition, Recruiting, Healthcare Information..., Healthcare, Leadership Development, Interviews, Start-ups, Strategy, Management, Program Management, Technical Recruiting, Finance, Team Building, Executive Management, Management Consulting, Consulting, Business Development, New Business Development, Analysis, Business Strategy, CRM, Public Speaking, Human Resources, Organizational..., Process Improvement, Entrepreneurship, Sourcing, Search, Executive Coaching, Applicant Tracking..., Professional Services, Employee Benefits, Onboarding, College Recruiting, Training, Mergers & Acquisitions, Employee Relations, Financial Services, Vendor Management, Strategic Planning, Change Management, Organizational Design, Cold Calling, Staff Development, Personnel Management, HR Consulting, Performance Management, Internet Recruiting
Education
University of California, Berkeley
BA, Interdisciplinary Studies- Southeast Asia Culture and Political Economy
University of California, Davis 2003 — 2005
MA, English Literature, Creative Writing
Santa Rosa High
Van Kirk Wealth Advisors 2014 - Present
Stifel Financial Corp. 2008 - 2014
UBS 2003 - 2008
UBS Paine Webber 2000 - 2003
Education
Georgia Institute of Technology
Retired August 2009 - Present
Herbert & Weiss, Attorneys at Law November 2004 - August 2009
UBS Paine Webber April 1997 - June 2002
Petrie Stores Corp 1990 - 1996
Skills
Legal Research, Customer Service, Criminal Law, Pleadings, Courts, Westlaw, Litigation Support, Litigation, Legal Writing, Notary Public, Legal Assistance, Civil Litigation, Termination of Parental..., Criminal Procedure, Felonies, Cite Checking, Executive Management, Drug Cases, Expungement, Dispute Resolution, Commercial Litigation, Trials, Legal Documents, Legal Issues, Wordperfect, Appeals
Education
Bergen Community College
Criminal Justice
Chase Investment Services Corp. August 2010 - Present
Edward Jones Investments June 2009 - June 2010
First National Capital Lending Finance Company - Oil &Gas May 2008 - June 2009
Novy Investments, Inc March 2001 - April 2008
UBS Paine Webber January 2000 - January 2001
American Express Financial Advisors January 1997 - January 2000
Education
University of Houston 1990 — 1994
B.A., Business Management
The Gottlieb Organization April 2014 - Present
Summit Alliance Executive Benefits, LLC May 2011 - July 2013
Clark Consulting February 2010 - June 2011
Newport Group 2005 - 2010
Benefits Group WorldWide April 2001 - April 2005
UBS Paine Webber August 1997 - February 2001
UBS Wealth Management 1998 - 2001
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Kidder Peabody & Co. 1981 - 1994
Skills
Finance, Fixed Income, Series 6, Investments, Series 65, Sales, Equities, Mutual Funds, Asset Management, IRAs, Asset Allocation, Series 7, Executive Management, Investment Strategies, Management, 401k, Retirement, Hedge Funds, Portfolio Management, Wealth Management, Estate Planning, Fixed Annuities, Investment Advisory, Options, Retirement Planning, Insurance, Uniform Combined State..., Financial Modeling, Alternative Investments, FINRA, Pensions, Securities, Financial Services, Financial Analysis, Risk Management, Life Insurance, Executive Pay, Retirement Plan..., Process Improvement, Disability Insurance, Series 24, Business Analysis, Strategic Financial..., Deferred Compensation, Series 63, Business Planning, Employee Benefits, Due Diligence, Relationship Management, Defined Benefit
Education
Assumption College 1965 — 1969
Bachelor of Arts (B.A.), Economics
CNBC April 2015 - Present
Western Union Financial Services - Electronic Payments March 2013 - March 2015
Western Union Financial Services - Electronic Payments 2011 - 2013
Western Union Financial Services - Electronic Payments 2010 - 2011
Western Union Financial Services - Electronic Payments 2006 - 2010
Western Union/First Data Corp. 2004 - 2006
eCommerce Group/First Data Corporation 2002 - 2004
UBS/ Paine Webber 2000 - 2002
Education
Florida International University 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Vanguard October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard April 2002 - September 2011
UBS Paine Webber July 2001 - April 2002
Charles Schwab August 2000 - May 2001
Alan Advertising Company September 1992 - January 2000
Noo's Pizza & Hoagies July 1987 - March 1994
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA
Education
Drexel University
MBA
Penn State University
BS
Arizona State University
NonDegree Candidate
ESM Ferolie October 2012 - Present
ESM Ferolie June 1996 - Present
Shannon Financial Service Group April 1989 - June 1996
UBS Paine Webber 1979 - 1989
Skills
Market Planning, Sales Management, Direct Sales, Team Leadership, Team Building, New Business Development, Strategy, Management Consulting, Project Planning, Sales Presentations, Consumer Products, P&L Management, Business Planning, Strategic Partnerships, Competitive Analysis, Cross-functional Team..., Market Analysis, Product Management, P&L, Marketing Management, Key Account Management, Sales Operations, Brand Development, Contract Negotiation, Pricing, Market Research
Education
Robert Morris University 1979 — 1981
Graduate School of Business
Robert Morris University 1974 — 1977
BSBA, Economics
Self November 2000 - Present
Northrop Grumman Corporation November 2006 - May 2007
Boeing April 2005 - December 2005
DreamHammer February 2003 - January 2005
UBS Paine Webber July 2001 - January 2003
Litton and Litton/PRC, later acquired by Northrop Grumman July 1998 - October 2000
Northrop Grumman Corporation July 1979 - June 1998
Skills
Research, Microsoft Office, Process Analysis, Technical Writing, Analysis, Proposal Writing, Writing, Languages, Presentations, Total Quality...
Education
Technion - Israel Institute of Technology
Almost Master of Science (MSc) -- all but thesis, Computer Science
UCLA
Bachelor of Arts (BA), Mathematics
Advantage Mortgage 2003 - Present
UBS Paine Webber 1999 - 2002
Skills
Loans, Investment Properties, Mortgage Lending, FHA, Commercial Lending, Investments, Residential Mortgages, Mortgage Banking, Loan Origination, Referrals, Credit, Refinance
Education
University of California, Santa Barbara
BA, ECONOMICS
TECT Power July 2014 - Present
TECT Power January 2014 - June 2014
TECT Power March 2013 - December 2013
SRC Tec Inc. July 2010 - February 2013
Lockheed Martin July 2007 - May 2010
RBS Greenwich Capital May 2001 - July 2007
UBS Paine Webber February 2000 - February 2001
Skills
Program Management, Fixed Income, Risk Management, Earned Value Management, Trading, Financial Analysis, Proposal Writing, Financial Modeling, CRM, Finance, Process Improvement, Government Contracting, Analysis, Cross-functional Team..., Bloomberg
Education
College of Mount Saint Vincent 1997 — 2000
BS, Finance
B.Riley & Co. June 2004 - Present
The Seidler Companies 2001 - 2004
UBS Paine Webber 1999 - 2001
Autobytel, Inc. 1995 - 1999
Pacific Diversified Capital 1987 - 1995
Ducommun Aerostructures May 1983 - June 1987
Skills
Corporate Finance, Business Valuation, Corporate Development, Finance, Equities, Mergers & Acquisitions, Due Diligence, Business Development, Private Equity, Financial Modeling, Public Equity Offerings
Education
University of San Diego 1981 — 1983
MBA
PLUM Lending January 2015 - Present
Nixon Peabody LLP October 2007 - January 2015
Nixon Peabody LLP May 2006 - August 2006
Hawaii Intermediate Court of Appeals, Judicial Externship June 2005 - August 2005
MP Financial August 2002 - May 2003
UBS Paine Webber April 2002 - July 2002
Skills
Real Estate, Mergers, Loans, Restructuring, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Leasing, Joint Ventures, Real Estate Development, Investment Properties, Acquisitions, Mergers & Acquisitions, Corporate Law, Commercial Real Estate, Portfolio Management, Bankruptcy, Foreclosures
Education
University of California, Hastings College of the Law 2004 — 2007
J.D.
University of California, Los Angeles 1999 — 2003
B.A., Political Science
Università degli Studi di Firenze 2001 — 2001
Saint Francis High School 1995 — 1999
Ann Martin Center July 2015 - Present
Ann Martin Center January 2014 - June 2015
Califorinia Institute of Integral Studies August 2005 - January 2014
California Institute of Integral Studies September 2008 - August 2009
California Institute of Integral Studies August 2005 - September 2008
UBS Paine Webber August 1999 - May 2000
Federal Home Loan Bank of San Francisco January 1997 - August 1998
Metropolis Publications September 1995 - February 1997
Skills
Employee Relations, Training, Leadership Development, Recruiting, Succession Planning, Organizational..., Onboarding, Change Management, Management, Human Resources, Leadership, HRIS, Employee Benefits, Personnel Management, Employment Law, Employee Training, Staff Development, Organizational Design, Hiring, New Hire Orientations
Education
PHR Certification 2008 — 2017
Notre Dame de Namur University 1997 — 2001
MA, Counseling Psychology
California State University-Northridge
BA, Counseling Psychology
Team Red, White & Blue August 2015 - Present
DCU Financial 2005 - Present
Johnson & Wales University March 2004 - June 2008
Oceanstate Financial 2001 - 2005
UBS Paine Webber 1999 - 2001
United States Marine Corps February 1991 - February 1995
Skills
Strategic Financial..., Team Building, Project Management, Leadership Development, Curriculum Design, Leadership, Conflict Resolution, Business Analysis, Training, Management, Sales Operations, Portfolio Management, Wealth Management, Insurance, Investments, Series 7, Finance, Financial Services, Securities, Retirement
Education
Boston University 2011 — 2013
Executive MBA
Johnson and Wales University 1995 — 1998
Bachelor of Science (B.S.), Entrepreneurship
CHARIHO High School 1987 — 1990
OTG (Newark Airport) September 2014 - June 2015
Hudson Group April 2013 - September 2014
Macy's August 2012 - April 2013
Self-Employed April 2011 - August 2012
Planet Fitness 2010 - 2011
PNC Bank 2008 - 2009
Morgan Funding Corp 2003 - 2008
Jaguar Cars Corporate Office 2001 - 2003
UBS Paine Webber 1989 - 2001
Skills
Great communications..., Great Motivator, great customer service..., great educator, Nutrition, Lifestyle, Sales, Selling, Retail Sales, Visual Merchandising, Team-oriented, Cashiering, Store Management, Goal Oriented, Highly detail oriented, Highly motivated..., Friendly Personality, Merchandising, Loss Prevention
Education
Saint Peter's University 1986 — 1989
Psychology
Prudential Financial May 2013 - Present
Legal Approach March 2010 - Present
Ameriprise Financial Services, Inc. November 2007 - March 2010
Wachovia Securities Financial Network January 2006 - November 2007
Janney Montgomery Scott LLC January 2001 - January 2006
UBS Paine Webber October 1999 - December 2001
J.B. Hanauer & Co. August 1996 - December 1999
Legal Approach February 1996 - December 1998
Becker & Poliakoff, P.A. August 1994 - December 1996
Proskauer Rose LLP September 1991 - September 1994
Skills
Investments, Wealth Management, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Insurance, Marketing, Asset Management, Trusts, Trustee, Charitable Trusts, Charities, Options, Non-profit Leadership, Animal Welfare, International Law, Marketing Strategy, Private Banking, Hedge Funds, Fixed Income, Retirement Planning, Precious Metals, Foreign Currency, Technical Analysis, Equity Research, Capital Markets, Venture Capital, Finance, Securities, Mutual Funds, Asset Allocation, Series 63, Series 7, Financial Advisory, Investment Management, Investment Advisory, Wealth, Estate Planning, Retirement, Business Development, Networking, Direct Sales, Startup Development, Creative Solutions, 401k, Financial Services, Financial Planners, Strategic Financial..., FINRA
Education
Florida Atlantic University 1990 — 1994
Bachelor of Science (BS), International Business
Harvard Business School 1989 — 1992
Bachelor of Science (BS), Political Science and Government
Embrace Home Loans May 2006 - Present
Town of Foster, RI July 2005 - February 2006
Edward Jones 2003 - 2005
Bank Rhode Island 2001 - 2003
UBS Paine Webber 1999 - 2001
First International Bank 1998 - 1999
Fleet Bank 1993 - 1998
Skills
Financial Analysis, Mortgage Lending, Direct Sales, Loans, Investments, Strategic Financial..., Managerial Finance, Credit, Portfolio Management, FHA, Finance, Mortgage Banking, Banking, Loan Origination, Insurance, Underwriting, Management, Team Building, Refinance, Budgets, Customer Service, USDA, Leadership, Real Estate, Commercial Lending, Credit Analysis, Residential Mortgages, FHA financing, Investment Properties, Credit Risk, Government Loans, VA loans, Mortgage Underwriting, Analysis, Commercial Mortgages, Construction Loans, FHA Financing, VA Loans, Financial Planning
Education
University of Rhode Island - College of Business Administration 1983 — 1987
B.S. Business Administration, Major: Finance, Minor: Economics
Mount St. Charles Academy 1977 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Wealth Management January 1989 - Present
UBS Wealth Management January 1989 - December 2007
UBS Wealth Management January 2000 - June 2006
UBS Paine Webber January 1989 - December 2004
PaineWebber January 1989 - December 2000
Smith Barney Brokerage Firm January 1981 - December 1988
Education
Ferris State University 1973 — 1978
Bachelor of Science; Associates, Pharmacy, Business
NetWorth Services, Inc. January 1997 - Present
UBS Paine Webber February 1996 - February 2000
Prudential Securities March 1992 - February 1996
Skills
Executive Management, Mergers, New Business Development, Contract Negotiation, Management, Risk Management, Auditing, Financial Analysis, Social Media Marketing, Negotiation, Analysis, Financial Services, Marketing Strategy, Mergers & Acquisitions, Tax, Securities, Investments, SaaS, Start-ups, Strategic Planning, Finance, Budgets, Sales, Business Planning, Strategy, Management Consulting, Due Diligence, Portfolio Management, Small Business, Business Development, Entrepreneurship, Business Strategy, Leadership, Strategic Financial..., Data Analysis, Accounting, Private Equity, Venture Capital, Asset Management, Corporate Finance, Alternative Investments, Strategic Partnerships, Cloud Computing, Financial Modeling, Corporate Development, Series 7, Investor Relations, Valuation, Restructuring, Investment Advisory
Education
Temple University
Bachelors of Science, Business
Cellotape-Landmark Label March 2015 - Present
thinaire February 2011 - Present
InGenuity Media, Inc June 2009 - February 2011
Starlite Media August 2006 - June 2009
the weston group 1997 - 2006
Morgan Stanley 1995 - December 1997
UBS Paine Webber 1993 - 1995
CIBC Oppenheimer 1988 - 1993
LF Rothschild 1985 - 1988
Skills
Sales, Sales Management, Team building, Team Leadership, Business planning, Advertising sales, Business Strategy, Technology, Near field comunications, Mobile engagement and..., Mobile Marketing, Mobile Technology, Mobile Solutions, Outdoor Advertising, Mobile Devices, Digital Media, CRM, E-commerce, LinkedIn, Lead Generation, Entrepreneurship, Business Planning, Business Development, Strategic Partnerships, Digital Marketing, Social Networking, Team Building, Mobile Advertising, Marketing, Advertising, Leadership, Start-ups, Strategy, Social Media Marketing, Marketing Strategy, Brand Development, Product Marketing, Online Marketing, Digital Strategy, Brand Management, SEM, Integrated Marketing, Online Advertising, New Business Development, B2B, Email Marketing, Market Research, Direct Marketing, Multi-channel Marketing, PPC
Education
State University of New York at Stony Brook 1981 — 1986
BS, Economics and business
Ward Melville HS 1977 — 1980
HS, High School/Secondary Diplomas and Certificates
Horizon Adult Day Services 2009 - Present
Stanford Group Company November 2000 - March 2009
Stanford Financial Group Company 2000 - 2009
UBS Paine Webber April 1992 - October 1999
Bank of America October 1987 - March 1992
Education
Howard University 1983 — 1986
BBA, Accounting
Direct USA July 2010 - Present
Recruit 360 November 2009 - July 2010
University of California January 2009 - December 2009
CROWN & IMPLANT MANUFACTURER February 2007 - October 2009
MOMBO.COM January 2002 - July 2006
UBS PAINE WEBBER September 1998 - June 2001
Education
University of Hawaii at Manoa 1993 — 2005
General Undergrad
University of California, Los Angeles 1996 — 1998
Bachelor of Arts Degree, Economic History
California Lutheran University
Bachelors of Arts, Accounting
CRESPI 1989 — 1993
Hanley Wood February 2013 - Present
Baker & McKenzie October 2006 - February 2013
Joseph, Greenwald & Laake, P.A. October 2003 - October 2006
Sun Splash Tours November 2003 - March 2005
Sun Splash Tours November 2003 - March 2005
UBS Paine Webber May 2004 - August 2004
Skills
Accounts Payable, Management, Budgets, Outlook, Microsoft Excel, Process Improvement, Project Implementation, Epicor, DocLink, Concur, Expense Management, 1099 Preparation, Microsoft Office, Microsoft Word, General Ledger
Education
Georgetown University 2011 — 2012
Certificate, Budget and Finance
University of Maryland College Park 2000 — 2004
B.A., Communication
Shelock and Walker August 2013 - Present
GRN/Fortune Personnel of Charlotte December 2005 - December 2010
Morgan Keegan December 1999 - November 2005
UBS- Paine Webber October 1990 - December 1999
Skills
Selling, Medical Devices, Sales, Management, Executive Search, Pharmaceutical Industry, Direct Sales, Security, Account Management, Strategic Planning, Marketing, Leadership, Marketing Strategy, Small Business, Business Development, Strategic Financial...
Education
University of South Carolina - Darla Moore School of Business
BS, Marketing
SNW Asset Management June 2015 - Present
Freestone Capital Management May 2009 - June 2015
Oppenheimer & Co. July 2001 - May 2009
UBS Paine Webber June 2000 - July 2001
Prudential Financial Services August 1997 - June 2000
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Series 63, Mutual Funds, Asset Management, Management, Investment Strategies, Investments, Series 7, Financial Services
Education
Western Washington University 1992 — 1997
Bach in Business Marketing, Marketing and Finance
College for Financial Planning
Accredited Wealth Management Advisor
CRT Capital LLC July 2009 - February 2014
Countrywide Securities Corp September 2006 - September 2008
Strategic Advisors 2001 - March 2006
Medical Present Value (MPV)/Experian April 1998 - March 2000
JP Morgan Chase May 1995 - March 1998
UBS Paine Webber August 1993 - May 1995
Lehman Brothers December 1986 - August 1993
First Federal S&L of San Antonio January 1986 - December 1986
Education
The University of Texas at Austin 1983 — 1985
MBA
Villanova University 1979 — 1983
BSBA
Ciena April 2013 - Present
Strategy Development Recruitment and Workforce Planning Employee Relations Change Management 2012 - 2013
Burger King Corporation October 2011 - April 2012
Royal Caribbean International March 2010 - September 2011
Premiere Consultants LLC 2007 - 2010
Optimi Corporation 2005 - 2007
Wachovia Corporation 2003 - 2005
UBS Paine Webber 2001 - 2003
Pitney Bowes, Inc 1997 - 2001
Quality Management Consultants International 1994 - 1997
Education
St. Thomas University
Master in Science, Human Resources and Management
Barry University
BA, Business Management
U.S. Bank February 2014 - Present
US Bank February 2006 - February 2014
Bank of America Merrill Lynch August 2006 - February 2011
Bloomfield Hills Financial July 2003 - December 2005
UBS /Paine Webber June 2000 - July 2002
Skills
Loans, CDO, Valuation, Securitization, Finance, Fixed Income, Structured Finance, Capital Markets, Bonds, CLO, Structured Products, Alternative Investments, Bloomberg, Mergers
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Change Management and Finance
Hope College 1993 — 1997
BA, Business Admin & Language Arts
CUSO Financial Services, LP 2004 - May 2013
LPL Financial 2001 - 2003
UBS Paine Webber 2000 - 2001
J.C. Bradford & Company 1999 - 2000
State Farm 1998 - 1999
News Channel 5, WTVF 1997 - 1997
Education
Middle Tennessee State University 1993 — 1997
Mortgage Network June 2007 - Present
UBS Paine Webber June 1996 - September 2001
The Linden Company October 1993 - June 1996
Education
University of California, Los Angeles 1980 — 1985
Principia Upper School 1977 — 1980
Lib Arts, English
Smude & Associates, Inc. July 2004 - Present
Maher Structured Settlements January 2013 - Present
Triton Capital Management 2002 - 2004
UBS Paine Webber 1999 - 2002
Merrill Lynch 1997 - 1999
Skills
Retirement income..., Retirement plan..., 401 k rollovers, Term Life Insurance, Disability Insurance, Long Term Care, Retirement, 401k, Fixed Annuities, Long-term Care, Retirement Planning, Investment Advisory, Wealth Management, Structured Settlements, Universal Life, Equity Indexed Annuities, Estate Planning, IRAs, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Strategic Financial..., 401k Rollovers, Wealth Management..., Wealth Accumulation, Finance, Personal Finance, Whole Life, Investment Strategies, Critical Illness, Asset Allocation, Investments, Insurance, Pensions, High Net Worth..., Small Business, Financial Services, Alternative Investments, Asset Management, Roth IRA, Portfolio Management
Education
Lawrence Technological University 1987 — 1989
BSBA, Marketing/Finance
Brother Rice High School 1981 — 1985
Strategic Coach 2005 — 2008
Dale Carnegie Training 1991 — 2000
BB&T January 2013 - Present
BB&T January 2009 - December 2012
BB&T June 2006 - January 2009
SunMark Community Bank September 2003 - January 2006
UBS Paine Webber March 2001 - November 2002
First Union National Bank March 2000 - March 2001
SunTrust Bank November 1995 - March 2000
Bank South November 1994 - November 1995
Bank of America April 1986 - November 1994
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Underwriting, Credit, Portfolio Management, Problem Loan Management, Real Estate Sales, Financial Advisor, Real Estate, Loans
Education
Stonier Graduate School of Banking 1997 — 1999
Banking and Financial Support Services
University of Central Florida - College of Business Administration 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Professional Services Group September 2007 - Present
InterContinental Exchange ICE / NYBOT January 2003 - February 2007
UBS Paine Webber January 1982 - June 2002
Skills
Commodity, Hedging, Trading, Data mining
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1975
BA, Economics
Altria July 2002 - February 2012
Altria July 2002 - February 2007
UBS Paine Webber January 2000 - January 2001
Education
The University of Texas at Austin 1998 — 2002
BA, Finance
The University of Texas at Austin - Red McCombs School of Business 1998 — 2002
GRN Vice PresidentWachoviaJune 1997 - January 2000
UBS Paine Webber October 1992 - June 1997
Education
Clemson University 1998 — 2004
BS
EXL Service March 2013 - Present
Societe Generale August 2008 - Present
Jefferies LLC June 2014 - June 2014
Societe Generale 2004 - December 2012
SG Americas Securities, LLC August 2004 - August 2008
UBS Wealth Management May 2002 - July 2004
UBS Paine Webber July 2000 - May 2002
Picatinny Federal Credit Union June 1987 - June 2000
Education
New Jersey City University
Bachelor of Science, Business Management
CDI Corporation June 2005 - Present
MedCases, Inc. February 2004 - June 2005
Procacci Brothers Sales Corporation May 2003 - February 2004
PNC Investments November 2001 - April 2003
UBS Paine Webber March 1999 - November 2001
Proscape Technologies, Inc. October 1997 - March 1999
BDP International March 1986 - September 1997
Systems and Computer Technology Corporation July 1981 - March 1986
WHYY, Inc. September 1980 - July 1981
Skills
Accounting, Great Plains, General Ledger, Financial Reporting, Accounts Receivable, Accounts Payable, Financial Analysis, P&L, Process Improvement, Excel, Internal Controls, Reconciliation, Quickbooks, Variance Analysis, Finance, Sarbanes-Oxley Act, Great Plains Software, QuickBooks, Account Reconciliation, Cognos, Microsoft Excel
Education
Temple University - Fox School of Business and Management 1986 — 1989
MBA, Finance
La Salle University 1976 — 1980
BS, Accounting
Good Karma Foods, Inc. March 2015 - Present
Human Movement Management January 2014 - January 2015
Mix1 Beverage Company September 2009 - December 2013
CSG Systems International, Inc. March 2005 - August 2009
Janco Partners July 2000 - February 2005
Boulder Financial Group 1997 - 2000
UBS Paine Webber 1999 - 1999
Nordby International 1999 - 1999
Skills
Financial Modeling, Investor Relations, Forecasting, Marketing Strategy, Financial Analysis, Due Diligence, Valuation, Investments, Corporate Development, Strategy, Leadership, Strategic Planning, Management, Finance
Education
University of Colorado Boulder 1996 — 2000
BS, Business Administration
University of Colorado Boulder - Leeds School of Business 1996 — 2000
Finance, Marketing
CreditSights July 2009 - Present
Chapdelaine Corporate Securities November 2005 - November 2006
Euro Brokers March 2004 - November 2005
ICAP September 2002 - March 2004
UBS August 2001 - September 2002
UBS Paine Webber March 2000 - August 2001
Skills
Finance, Investments, Fixed Income, Equities, Bloomberg, Credit, Bonds, Portfolio Management, Financial Analysis, Financial Statement..., Trading, Capital Markets, Valuation, Investment Banking, Hedge Funds, Financial Modeling, Bloomberg Terminal, FactSet
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance & Investments
College of Charleston
BS, Business Administration
Farmers Insurance March 2013 - Present
Farmers Insurance March 2002 - February 2013
UBS Paine Webber June 1999 - June 2001
CIBC Oppenheimer October 1997 - May 1999
Skills
Insurance, Commercial Insurance, Term Life Insurance, Property & Casualty..., Claim, Marketing, General Insurance, Liability, Umbrella Insurance, Underwriting, Life Insurance, Workers Compensation, Health Insurance, Sales, Disability Insurance, Casualty Insurance, Marketing Strategy, Fixed Annuities, Sales Management, Strategic Planning, Casualty, Project Management
Education
Concord Law School - Kaplan University
Juris Doctor
Loyola Marymount University 1997 — 1999
MBA, Finance
Loyola Marymount University, College of Business Administration 1989 — 1993
BBA, Finance
Francis Ford Coppola Presents July 2008 - Present
Montesquieu Winery 2002 - 2008
UBS/ Paine Webber 2001 - 2002
Christie's Auction House May 2001 - August 2001
Education
Sotheby's Institute, University of London 2000 — 2001
Master of Arts (M.A.), Arts Administration
Smith College 1995 — 2000
BA, Economics
London School of Economics and Political Science 1997 — 1998
specialized study in Economics of European Integration
Choice Ticketing Systems April 2014 - Present
Vendini April 2010 - March 2014
Aurora Communications June 2004 - March 2011
Ameriquest Mortgage Company April 2002 - May 2004
UBS Paine Webber October 2001 - January 2003
UBS Paine Webber November 1999 - March 2002
SMC Corporation 1999 - 2001
Skills
SaaS, Telecommunications, VoIP, MPLS, Wireless, Selling, Sales, Cold Calling, Sales Operations, Management, Telephony, Salesforce.com, Solution Selling, Ethernet, Enterprise Software, Cloud Computing, Account Management, Sales Process, Direct Sales, Sales Management, Managed Services, Lead Generation, CRM, Management Consulting
Education
Arizona State University 1993 — 1997
Bachelor of Science, Finance
Peoples United Bank October 2009 - Present
People's United Bank August 2004 - September 2009
UBS PAINE WEBBER May 1992 - June 2002
People's Bank June 1974 - December 1991
Skills
Credit Analysis, Credit Cards, Cross Selling, Lines Of Credit, Loan Origination, Financial Services, Relationship Management, Credit Risk, Commercial Mortgages, Home Equity Lines of..., Financial Analysis, Mutual Funds, Residential Mortgages, Insurance, Wealth Management, Cash Management, Strategic Financial..., Sales Management, Payroll Services, Business Development, Professional Services, Value Based Selling, Sales Process, Consultative Sales, Business Corporate...
Education
PROVIDENCE COLLEGE 1970 — 1974
BA, ECONOMICS
University of New Haven 1974 — 1977
MBA, FINANCE
Reliance Worldwide Corporation January 2014 - Present
Bauerfeind USA October 2001 - December 2013
Bauerfeind USA, Inc October 2001 - December 2013
UBS Paine Webber August 2000 - October 2001
Skills
Customer Relations, Excel, Problem Solving, Sales Management, Customer Service, Microsoft Office, Social Media, Microsoft Excel, Management
Education
Floyd College
Kennesaw State University - Excel XP Class Rockhurst University
Lee University
External Studies
North Cobb High School
Allianz Global Investors August 2014 - Present
Fidelity Investments June 2003 - July 2014
UBS Paine Webber July 1991 - June 2003
Oppenheimer, Appel, Dixon August 1987 - June 1991
Skills
CPA, Series 27, Hedge Funds, Financial Services, FINRA, Strategic Financial..., Finance
Education
State University of New York College at Oswego 1983 — 1987
BS, Accounting
Eaton Vance August 2001 - Present
UBS/ Paine Webber July 1998 - May 2001
MFS Investment Management 1983 - 1994
Skills
Investments, Series 65, Wealth Management, Series 7, Mutual Funds, Series 24, Series 63, Separately Managed..., Estate Planning, Asset Allocation, Series 6, Alternative Investments, Insurance, Securities, Investment Strategies, ETFs
Education
Ithaca College 1979 — 1983
B.S., Political Science, Business
Bessemer Trust 2001 - Present
Evaluation Associates January 1998 - 2001
UBS Paine Webber 1988 - 1997
PaineWebber 1988 - 1997
Skills
Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Management, Equities, Private Equity, Investments, Investment Advisory, Portfolio Management, Series 7, Fixed Income, Investment Strategies, Mutual Funds, Series 63, Securities, High Net Worth..., Wealth Management..., Capital Markets
Education
Vanderbilt University 1975 — 1979
BS, Business Administration
American University
MA, Applied Economics
Syracuse University - Martin J. Whitman School of Management
MBA
Banc of America Investment Services/ Merrill Lynch December 2006 - Present
Investor's Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
Bachelor of Science, Business Administration; Financial Services
Missouri Employers Mutual January 2015 - Present
Travelers August 2012 - December 2014
AIG April 2010 - July 2012
AIG September 2008 - March 2010
AIG January 2008 - August 2008
The Hartford November 2005 - May 2007
The Hartford June 2005 - October 2005
The Hartford January 2004 - May 2005
UBS Paine Webber August 2002 - December 2002
Bazis & Riddle Investment Group May 2001 - August 2001
Skills
Product Management, International Business, P&L Management, Pricing Strategy, Strategic Planning, Marketing Strategy, Business Planning, Business Reporting, Matrix Management, Forecasting, Budgeting, Competitive Analysis, Business Analysis, Contract Negotiation, Pricing Negotiation, Client Relationship..., National Account..., Risk Management, National Account..., Team Leadership, Property & Casualty..., Risk Analysis, Investment Strategies, Workers Compensation, Underwriting, Insurance, Commercial Insurance, Casualty
Education
Connecticut College 2000 — 2003
BA, Economics
Marquette University 1999 — 1999
Creighton Prep 1995 — 1998
Brown Brothers Harriman June 2011 - Present
Banc of America Investment Services/Merrill Lynch December 2006 - September 2010
Investors Bank & Trust June 2006 - December 2006
UBS Paine Webber September 2005 - December 2005
Education
Bryant University
BS, Financial Services
Knighthead Annuity & Life Assurance Company January 2015 - Present
Altamont Capital Partners September 2014 - Present
HantzBank April 2011 - Present
Whitemarsh Holdings, Inc. October 2012 - August 2014
Legg Mason September 2008 - January 2011
Prudential Financial 2002 - 2008
Prudential Financial 1999 - 2002
UBS/ Paine Webber 1993 - 1999
Skills
Asset Managment, Variable Annuities, Mutual Funds, Separately Managed..., Fixed Annuities, Executive Management, Leadership, High Performance Teams, Innovation, Acquisitions, Acquisition Integration, Asset Management, Alternative Investments, Retirement, Venture Capital, Financial Services, Mergers & Acquisitions, Securities, Investment Management, Management, Investment Banking, Strategy, Portfolio Management, Hedge Funds, Asset Allocation, ETFs, Equities, FINRA, Investment Advisory, Series 24, Private Equity, Series 7, Investments, Series 63, Investment Strategies, Fixed Income
Education
Susquehanna University 1975 — 1979
Bachelor of Science (B.S.), Business, Dual Emphasis, Finance, Marketing
Mattos Capital Management LLC May 2003 - Present
UBS Paine Webber October 1989 - May 2003
Dean Witter October 1989 - October 1993
U.S. Army July 1982 - October 1991
Skills
Series 8, Series 7
Education
Providence College
BA, Political Science
University of Rhode Island - College of Business Administration
Business Administration and Management, General
University of Southern California
Information Management at the Pentagon, VA
Community College of Rhode Island
TV/Film Production