Waterhouse Securities

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Waterhouse Securities Employees

Employee
Years
Job
Industry
Ann Korchin Ann Korchin Albany, California Details
Ann Korchin's Waterhouse Securities Experience January 1982 - 1985
Job School Psychologist at Berkeley Unified School District
Industry Education Management
Experience
Berkeley Unified School District  September 1990 - Present
Mental Health Facility for people who filed for Worker's Compensation   1990 - 1992
Waterhouse Securities   January 1982 - 1985

Skills
Strong consultation,..., Curriculum Development, Educational Psychology, Educational Assessment, Classroom Management, Educational Consulting, Psychoeducational, Parenthood, Educational Technology, Higher Education, Child Development, Psychological Assessment, Adolescents, Teacher Training, Student Counseling

Education
California State University-East Bay   1986 — 1989
MS, Child Counseling

University of California, Santa Cruz   1979 — 1982
BA, English Literature

Joe Nigro Joe Nigro Howell, New Jersey Details
Joe Nigro's Waterhouse Securities Experience January 1991 - June 1994
Job RFID Specialist at Wireless Asset Protection Sytems
Industry Electrical/Electronic Manufacturing
Experience
Integrated Systems & Services   December 2012 - Present
Wireless Asset Protection Sytems   December 2012 - Present
Secure Electronic Technologies, LLC   August 2009 - Present
McRoberts Security Technologies   June 1994 - August 2009
Waterhouse Securities   January 1991 - June 1994

Skills
AutoCAD Lt., Microsoft Power Point, Microsoft CRM, Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft Project, Microsoft Access, QuickBooks Pro, Use of Digital Multi..., Ability to read..., Use of Oscilloscope, Experience in home..., MS Project, Troubleshooting, QuickBooks, PowerPoint, Outlook, Security, Management, Leadership, Project Planning, Project Management, Account Management, Customer Service, Networking, New Business Development, Process Improvement, Product Development, Sales Management, Sales, Strategic Planning

Education
DeVry University   1992 — 1994
Associate's degree, Electrical, Electronic and Communications Engineering Technology/Technician

Amy Godwin, CFP® Amy Godwin, CFP® Washington D.C. Metro Area Details
Amy Godwin, CFP®'s Waterhouse Securities Experience 1993 - February 2001
Job Senior Branch Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  February 2001 - Present
Waterhouse Securities   1993 - February 2001

Skills
Series 65, Series 63, Series 7, Series 8

Education
Rice University   1990 — 1993
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Joe Hodges Joe Hodges Macon, Georgia Area Details
Joe Hodges's Waterhouse Securities Experience 1994 - 1998
Job Member at M Financial Group
Industry Investment Management
Experience
M Financial Group  September 2013 - Present
Grant Financial Group   October 2002 - Present
New York Life  October 2002 - October 2013
A.G. Edwards   1998 - October 2002
Waterhouse securities   1994 - 1998
Edward Jones  September 1992 - 1994

Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...

Education
Georgia Southern University   1988 — 1991

Georgia Institute of Technology   1984 — 1988

Matthew Enos Matthew Enos Greater Boston Area Details
Matthew Enos's Waterhouse Securities Experience May 1998 - December 1998
Job Client Relationship Manager Linedata
Industry Financial Services
Experience
Linedata  June 2014 - Present
Fidelity Investments  October 2011 - June 2014
Fidelity Investments  October 2005 - April 2010
Raymond James & Associates  June 2003 - October 2005
Advest, Inc  September 2002 - June 2003
Gruntal & Co., LLC   May 2000 - August 2001
Fahnestock & Co  January 1999 - May 2000
Waterhouse Securities   May 1998 - December 1998
Fidelity Investments  January 1996 - May 1998

Education
New England College   1991 — 1994
Bachelor of Arts Degree, Business Administration

New England College   1991 — 1994
BA, Business Administration

Keith Benton Keith Benton Charlotte, North Carolina Area Details
Keith Benton's Waterhouse Securities Experience 1993 - 1997
Job Financial Advisor located at Founders FCU
Industry Investment Management
Experience
Founders Federal Credit Union  April 2006 - Present
Coastal FCU   2005 - 2005
DLJ  1997 - 2004
Bank of America  1997 - 1998
waterhouse securities   1993 - 1997

Education
Robert Morris University   1990 — 1994
BSBA, Finance

LYCO

LYCO

LYCO

Derrick McLendon Derrick McLendon Greater Atlanta Area Details
Derrick McLendon's Waterhouse Securities Experience 1994 - 1998
Job CEO, FOFO40.com
Industry Sports
Experience
FOFO-40.com   December 2006 - Present
Waterhouse Securities   1994 - 1998
Waterhouse Securities   1994 - 1998
waterhouse securites   1994 - 1998

Education
The University of Tennessee at Chattanooga   1987 — 1992

The University of Tennessee at Chattanooga   1987 — 1992
BA, Finance

James Segarra James Segarra Greater New York City Area Details
James Segarra's Waterhouse Securities Experience January 1989 - 1992
Job Manager, IT Systems
Industry Computer Software
Experience
Montefiore IT  August 1998 - Present
Fahnestock & Co.   1996 - 1998
Lewco Securities  1994 - 1996
Goldman Sachs Asset Management  1995 - 1995
Citicorp Investment Services  1992 - 1994
Waterhouse Securities   January 1989 - 1992
Drexel Burnham Lambert  1980 - 1989

Skills
Process Improvement, HL7, Software Documentation, Vendor Management, Software Implementation, SDLC, VB.NET, SQL, Requirements Analysis, Software Project..., Visio, SharePoint, IT Strategy, Unix, PMP, Requirements Gathering, Disaster Recovery, Data Center, Healthcare Information..., Troubleshooting, Integration, Business Analysis, ITIL, BMC Remedy, Program Management, MS Project, Project Management, Security, Microsoft SQL Server, IT Management, Databases, Systems Analysis, Testing, Business Intelligence, Enterprise Architecture, IT Service Management, Project Portfolio..., PMO, Data Warehousing, Business Process, Crystal Reports, Software Development, Agile Methodologies, Enterprise Software, Database Design, Business Requirements, Scrum, Business Process..., Quality Assurance, User Acceptance Testing

Education
Pace University   1983 — 1987

Bronx Science   1970 — 1974

Rod McKinnis Rod McKinnis Phoenix, Arizona Area Details
Rod McKinnis's Waterhouse Securities Experience 1994 - 1996
Job Partner at Research Based Solutions | Author | Sales Speaker
Industry Management Consulting
Experience
Research Based Solutions   June 2012 - Present
National Sales Network, Phoenix   January 2011 - December 2013
The McKinnis Consulting Group LLC   February 2004 - June 2012
PsyMetrics Global   2009 - 2009
National Sales Network  2006 - 2008
TD Waterhouse Investor Services  January 1994 - February 2006
TD Waterhouse  1994 - 2004
University of Colorado  August 1996 - May 1997
Waterhouse Securities   1994 - 1996

Skills
Sales Management, Sales Process, Direct Sales, Consultative Selling, New Business Development, Increasing Revenue, Lead Generation, Strategic Planning, Leadership Development, Selling, Team Building, Coaching, Business Strategy, Executive Management, Management Consulting, Customer Relations, Executive Coaching, Training, Salesforce.com, Sales, Customer Service, Management, Strategy, Business Development, Start-ups, Strategic Partnerships, Leadership, Business Planning, Marketing Strategy, Small Business, Fundraising

Education
Eastern Illinois University   1987 — 1993
M.A., Economics/Business

Mendel Catholic   1983 — 1987

Brian T Smith Brian T Smith Greater New York City Area Details
Brian T Smith's Waterhouse Securities Experience January 1995 - January 1998
Job Sr. QA Analyst at OpenLink Financial, LLC
Industry Financial Services
Experience
OpenLink Financial  November 2010 - Present
Unemployed  October 2010 - November 2010
MetLife  July 2010 - October 2010
MetLife  September 2007 - March 2010
TD Ameritrade  April 2006 - November 2007
TD Waterhouse  February 2003 - April 2006
TD Waterhouse  January 2000 - February 2003
TD Waterhouse  January 1998 - January 2000
Waterhouse Securities   January 1995 - January 1998

Skills
Series 7, MS Project, Retirement Planning, Project Delivery, Customer Satisfaction, System Testing, CompTIA Network+

Education
University of Phoenix   2012 — 2014
Bachelor of Science (B.S.), Information Technology

University of Phoenix   2010 — 2012
Associate of Arts (A.A.), Information Technology

Lynbrook, HS

Jim Kravitz Jim Kravitz Greater Philadelphia Area Details
Jim Kravitz's Waterhouse Securities Experience 1986 - 1989
Job Managing Partner/Financial Advisor at Lawrence James Financial Group
Industry Financial Services
Experience
Lawrence James Financial Group   August 2013 - Present
Delaware Valley Financial Group  June 2012 - August 2013
Vantage Point Bank and Financial Services  June 2011 - June 2012
Matrix Audio Systems   1996 - 2010
Radnor Capital Management/Custodian Securities   1993 - 1996
PML Securities   1991 - 1993
Capital Analysts, Inc.   1989 - 1991
Waterhouse Securities   1986 - 1989
First Jersey Securities   1985 - 1986

Skills
Mortgage, Insurance, Credit, Banking, Financial Planning, Annuities, Loans, Investments, Business Planning, Portfolio Management, Investment Banking, Asset Management, Cash Management, Corporate Finance, Estate Planning, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Fixed Annuities, Mortgage Lending, Securities, Finance, Retirement, Financial Services, Mutual Funds, FINRA, Investment Advisory, 401k, Asset Allocation, Series 63, Wealth, Life Insurance, Investment Strategies

Education
Penn State University
BS, Finance

David Kasper David Kasper Greater Detroit Area Details
David Kasper's Waterhouse Securities Experience September 1988 - July 1993
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2014 - Present
Multi-Bank Securities, Inc.   April 2013 - March 2014
BondDesk Group LLC  April 2012 - February 2013
BondDesk Group LLC  August 2011 - March 2012
BondDesk Group LLC  December 2010 - July 2011
Ameriprise Financial  November 2008 - June 2010
H&R Block Financial Advisors  February 2000 - October 2008
Olde Discount  November 1993 - February 2000
Waterhouse Securities   September 1988 - July 1993

Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading

Education
Eastern Michigan University   1982 — 1985
Bachelors, Finance - Investment Analysis

James McMahon James McMahon Greater New York City Area Details
James McMahon's Waterhouse Securities Experience 1993 - 1994
Job VP Electronic Desk EMS at ITG
Industry Financial Services
Experience
ITG  November 2013 - Present
SunGard Brokerage & Securities Services LLC   June 2009 - Present
Lava Electronic Execution Technology @ Citi   August 2006 - June 2009
Joseph Stevens  July 2005 - August 2006
Pershing Trading Co.   February 1997 - July 2005
Citi  1994 - 1997
Waterhouse securities   1993 - 1994

Skills
Equity Trading, Options, Trading, Series 24, Equities, Customer Relations, Algorithms, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Bloomberg, Financial Markets, Series 63, Capital Markets, Market Making, Risk, Order Management, Smart Order Routing, Trading Strategies, Brokerage

Education
State University of New York College at Plattsburgh   1988 — 1992
BS, International Business

Jenn Feliberty Jenn Feliberty New York, New York Details
Jenn Feliberty's Waterhouse Securities Experience December 1998 - November 1999
Job Senior Fixed Income Trader: Focused| GoalOriented| Capital Markets
Industry Financial Services
Experience
Financial Women's Association  October 2012 - Present
TD Ameritrade  December 1998 - August 2015
Waterhouse Securities   December 1998 - November 1999
Bankers Trust Corporation   November 1997 - December 1998

Skills
Fixed Income, Trading, Series 7, Series 63, Bloomberg, Securities, Settlement, Emerging Markets, Equities, Prime Brokerage, Bonds, Municipal Bonds, Budgets, Electronic Trading, FINRA, Corporate Actions, Municipalities, Spanish, Investments, Municipal, Fixed Income Trading, Fundraisers, Fundraising, Volunteer Coordinating, Managing Volunteers, Charity Events, Organizing, Budget Oversight, Spanish translation, Charity, Volunteer Management

Education
University of Rochester - Simon Business School   2015 — 2016
Master of Science (MS), Finance, General

State University of New York at Buffalo   1992 — 1999
Bachelor of Arts, Psychology

Linda Morris Abbott Linda Morris Abbott Phoenix, Arizona Area Details
Linda Morris Abbott's Waterhouse Securities Experience June 1995 - October 1996
Job Participant Services at Vanguard
Industry Financial Services
Experience
Vanguard  November 2014 - Present
Charles Schwab  August 2000 - August 2001
Credit Suisse  August 1999 - August 2000
Paine Webber  January 1997 - August 1999
Waterhouse Securities   June 1995 - October 1996
Smith Barney  January 1992 - January 1995

Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management

Education
California State University-Long Beach
Journalism

University of Southern California
Journalism

Keith Keenan Keith Keenan Caldwell, New Jersey Details
Keith Keenan's Waterhouse Securities Experience January 1995 - January 1997
Job Equity Derivative Portfolio Manager at Private Family Office
Industry Investment Management
Experience
Private Family Office  January 2012 - Present
Private Family Office  January 2007 - January 2012
Wall Street Access  January 2002 - January 2007
Wall Street Access  January 2000 - January 2002
Wall Street Access  January 1997 - January 2000
Waterhouse Securities   January 1995 - January 1997

Skills
Derivatives, Options, Bloomberg, Trading, Equities, Portfolio Management, FX Options, Commodity, Risk Management, Financial Risk, Mutual Funds, Proprietary Trading, Hedging, Options Strategies, Analysis, Series 4, 7, 55, 63

Education
Fordham University   1991 — 1995
B.A, History

Edward Adrion Edward Adrion Greater New York City Area Details
Edward Adrion's Waterhouse Securities Experience 1988 - 1989
Job Associate Director of Trading at Miller/Howard Investments
Industry Financial Services
Experience
Miller/Howard Investments  March 2015 - Present
WP Stewart & Co   January 2010 - December 2013
Reich & Tang Asset Mgmt/Delafield Fund   November 1996 - November 2009
Fiduciary Trust Company Int'l   July 1992 - November 1996
Charles Schwab  March 1989 - July 1992
Waterhouse Securities   1988 - 1989
Smith Barney  1986 - 1987

Education
Baruch College, City University of New York (CUNY)   1992 — 1998
MBA, Finance & Investments

Pace University   1982 — 1985
BBA, Finance

Bergen Community College   1980 — 1982
Business Administration

Meredith Start Meredith Start Allentown, Pennsylvania Area Details
Meredith Start's Waterhouse Securities Experience 1996 - 1998
Job Executive Assistant at Fisher Clinical Services
Industry Pharmaceuticals
Experience
Fisher Clinical Services  July 2007 - February 2013
Air Products  January 2006 - January 2007
Rodale  2000 - 2005
American Express  September 1998 - September 2000
Waterhouse Securities   1996 - 1998
Ambient Labs   1995 - 1996
Cantor Fitzgerald  1992 - 1993

Skills
Pharmaceutical Industry, Process Improvement, ACT!, Concur, Customer Service, LDRPS, Lotus Notes, Management, Microsoft Excel, Microsoft Office, Microsoft Word, System Administration, Outlook, PowerPoint, Project Management, SAP, United Way Campaign -..., United Way Campaign..., United Way Campaign...

Education
Kingsborough Community College   1990 — 1992
Associate of Arts and Sciences (AAS), Radio and Television Broadcasting Technology/Technician

Dave Whitmore Dave Whitmore Greater New York City Area Details
Dave Whitmore's Waterhouse Securities Experience 1985 - 1994
Job Investment professional
Industry Financial Services
Experience
E*TRADE Financial  April 2011 - Present
Coleman Research Group  July 2010 - April 2011
Genesis Securities  May 2008 - July 2010
TD Ameritrade, Inc.   October 2005 - July 2007
Ameritrade Inc  April 2002 - October 2005
Datek Online  May 1999 - April 2002
Waterhouse Securities   1985 - 1994

Skills
Product Development, Marketing Communications, Investments, Trading, Series 7, Equities, Risk Management, Financial Markets, Mutual Funds, Securities, Fixed Income, Series 24, Series 3, Technical Analysis, FINRA, Series 63, Business Strategy, Electronic Trading, Financial Services, Investment Strategies, Product Management, Options, Mergers & Acquisitions, Portfolio Management, Trading Systems, Alternative Investments, Asset Management, Hedge Funds

Education
New York University, Stern School of Business   1995 — 1997
MBA

University of California, Santa Barbara
BA

Candice Sagehorn Candice Sagehorn Orange County, California Area Details
Candice Sagehorn's Waterhouse Securities Experience 1994 - 1995
Job
Industry Financial Services
Experience
Schwab Advisor Services  March 2011 - Present
Morgan Stanley Smith Barney  January 2010 - March 2011
Morgan Stanley Smith Barney  July 2003 - January 2010
UBS PaineWebber Inc.  November 2002 - June 2003
UBS PaineWebber Inc.  January 2001 - November 2002
UBS PaineWebber Inc.  December 1998 - January 2001
UBS PaineWebber Inc.  May 1997 - December 1998
Waterhouse Securities   1994 - 1995

Education
Azusa Pacific University   2002 — 2004
B.A.

Keith Reisinger Keith Reisinger Chicago, Illinois Details
Keith Reisinger's Waterhouse Securities Experience 1993 - 1994
Job Capital Markets Professional
Industry Capital Markets
Experience
Self-employed  2008 - Present
Online Trading Academy  March 2008 - 2012
Sea Securities, LLC   2004 - 2007
The Chicago Stock Exchange   1995 - 2007
Waterhouse Securities   1993 - 1994

Education
Penn State University   1991 — 1993
BS, Finance/Economics

UNC-Wilmington   1989 — 1991

Brian Siegel Brian Siegel Greater Atlanta Area Details
Brian Siegel's Waterhouse Securities Experience January 1901 - December 2000
Job
Industry Information Technology and Services
Experience
Stratix Corporation  January 2014 - Present
P&F USA   August 2008 - January 2014
Philips Consumer Electronics  January 2007 - July 2008
NCR Corporation  July 2002 - December 2006
marchFIRST (USWeb/CKS)   January 1901 - December 2000
Waterhouse Securities   January 1901 - December 2000
Lehman Brothers  January 1900 - January 2000

Skills
Product Management, Program Management, Vendor Management, Product Marketing, Project Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, Team Leadership, Competitive Analysis, Pricing, Strategic Partnerships, New Business Development, Forecasting, Consumer Electronics, Product Development, Start-ups, Supply Chain, Account Management, Strategy, Business Planning, Business Strategy, Analysis, Training, Process Improvement, CRM, Operations Management, Call Centers, Supply Chain Management, Financial Analysis, Consumer Products, Sales Management, Contract Negotiation, Budgets, Management, Team Management

Education
Georgia State University - J. Mack Robinson College of Business   1998 — 1999
MBA

University of Rhode Island - College of Business Administration   1990 — 1994
BS

Woodward Academy   1985 — 1990

Angela Colon - Mahoney Angela Colon - Mahoney Greater New York City Area Details
Angela Colon - Mahoney's Waterhouse Securities Experience 1998 - 2001
Job Senior HR Business Partner, Technology & Innovation and Global Talent Management Leader
Industry Human Resources
Experience
Tyco  2013 - Present
Tyco International  2012 - 2014
AMM Consulting   2010 - 2012
Mercer Delta Consulting  2007 - 2010
Department of Citywide Administrative Services  2006 - 2007
Unilever  2004 - 2006
Memorial Sloan-Kettering Cancer Center  2002 - 2004
Giuliani Partners  2001 - 2004
Waterhouse Securities   1998 - 2001

Skills
HR Consulting, Onboarding, Performance Improvement, Workforce Planning, Talent Acquisition, Coaching, Workshop Facilitation, Cultural Transformation, Strategic Planning, Deferred Compensation, HR Transformation, Employee Relations, Emotional Intelligence, Human Resources, Team Building, HRIS, Diversity & Inclusion, HR Policies, Business Transformation, Recruiting, Mergers & Acquisitions, Management, Organizational Learning, Psychometrics, Personnel Management, Executive Search, Employee Surveys

Education
New School University
MS

St. John's University
Bachelor of Arts

Marty Morua Marty Morua Greater New York City Area Details
Marty Morua's Waterhouse Securities Experience October 1995 - June 1998
Job Real Estate Broker at Corcoran Group Real Estate
Industry Financial Services
Experience
Corcoran Group Real Estate  July 2015 - Present
Allbackoffice Consulting, LLC  March 2014 - Present
Advisors Ahead  February 2014 - Present
TradePMR  April 2013 - November 2013
MyRIAcoach   July 2007 - January 2013
TDAmeritrade  June 1998 - June 2007
Waterhouse Securities   October 1995 - June 1998
Best Little Real Estate Inc.   September 1991 - October 1995

Skills
Financial Services, Investments, Securities, Portfolio Management, Investment Advisory, Equities, Wealth Management, Finance, Financial Advisory, Fixed Income, FINRA, Asset Management, Relationship Management, Mutual Funds, Custodial Services, Business Development, Financial Planning, RIAs and financial..., Retirement Planning, Investment Strategies, Alternative Investments, Real Estate Transactions, Real Estate, Real Estate License, Real Estate Marketing

Education
New York Institute of Technology-Old Westbury   1987 — 1991
Economics & Intl Banking, International Economics

Ron Dornau Ron Dornau Greater New York City Area Details
Ron Dornau's Waterhouse Securities Experience 1988 - 1993
Job Partner / Investment Manager at Foresight Global Investors
Industry Investment Management
Experience
Foresight Global Investors   2015 - Present
Lazard Asset Management  2007 - 2014
Silchester International Investors   2002 - 2007
Morgan Stanley  1998 - 2002
Brandes Investment Partners  1993 - 1998
Waterhouse Securities   1988 - 1993

Skills
Alternative Investments, Equity Research, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management, Portfolio Management, Emerging Markets, Investment Strategies, Valuation, Bloomberg, Mutual Funds, Capital Markets

Education
Syracuse University - Martin J. Whitman School of Management   2006 — 2008
MBA, Finance

Syracuse University   1983 — 1988
BA, Economics

Ahmed Shareef Ahmed Shareef Greater New York City Area Details
Ahmed Shareef's Waterhouse Securities Experience 1993 - 1997
Job
Industry Financial Services
Experience
Jefferies & Company  August 2011 - Present
Bank of America Merrill Lynch  June 2009 - July 2011
Banc of America Securities  March 2005 - June 2009
Merrill Lynch  2001 - February 2005
Herzog Heine Geduld  August 1997 - 2001
Waterhouse Securities   1993 - 1997

Skills
Equity Derivatives, Equities, Risk, Trading Systems, Risk Management, Derivatives, Equity Trading

Education
CFA Institute   2009 — 2009
- Passed CFA Step 1 exam in June 2009.

Polytechnic University   1993 — 1995
MS, Computer Science

Osmania University   1988 — 1992
BS, Computer Science

Don Pollard Don Pollard Greater New York City Area Details
Don Pollard's Waterhouse Securities Experience 1993 - 1995
Job VP Branch Manager
Industry Financial Services
Experience
Regional BD   March 2014 - March 2015
Gold Coast Gold Buyer   October 2011 - January 2014
MetLife Financial Services  November 2010 - August 2012
AppCrown   March 2010 - September 2010
DSI  2009 - 2010
Smith Barney  November 2005 - May 2009
E*Trade Professional  2004 - 2005
E*TRADE  2003 - 2005
Quick & Reilly  1995 - 2001
Waterhouse Securities   1993 - 1995

Skills
Fixed Income, Mutual Funds, Options, Management, FINRA, Trading, Compliance, Securities, Investments, Banking, Series 63, Financial Services, Series 7, CRM, Insurance, Training, Portfolio Management, Strategic Financial..., Wealth Management, Leadership, Retirement Planning, Equities, Risk Management, Bonds, Finance, Call Centers, Business Development, Financial Risk, Asset Management, Asset Allocation, Relationship Management, Start-ups, Branch Operation, Branch Management, Series 24, Financial Planning

Education
Saint Joseph's College   2001 — 2010
BS, Organizational Managment

Centereach

Kathryn A. O'Hagan Kathryn A. O'Hagan Greater New York City Area Details
Kathryn A. O'Hagan's Waterhouse Securities Experience August 1997 - January 2000
Job Managing Principal, Shelter Island Capital LLC
Industry Financial Services
Experience
Shelter Island Capital LLC   February 2009 - Present
Fordham University  September 1993 - Present
Smith Barney  April 2004 - 2009
Dean Witter Reynolds  February 2001 - April 2004
The New York Institute of Finance   January 2000 - February 2001
Waterhouse Securities   August 1997 - January 2000

Skills
Financial Planning, Insurance, Series 7, Series 63, Asset Management, Fixed Income, Mutual Funds, Portfolio Management, Investments, Estate Planning, Retirement Planning, Asset Allocation, Financial Modeling, Annuities, Alternative Investments, Business Planning, Strategic Financial..., Investment Strategies, Fixed Annuities, Finance, Securities

Education
City University of New York
MA, English

Fordham University
PhD, (In progress)

Fordham University
BA, English, Communications

St. Francis Preparatory School

Alex Wren Alex Wren Stamford, Connecticut Details
Alex Wren's Waterhouse Securities Experience June 1996 - February 1999
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade  September 2008 - Present
Morgan Stanley  February 2008 - September 2008
Lehman Brothers  June 2004 - February 2008
Charles Schwab  February 1999 - June 2004
WATERHOUSE SECURITIES   June 1996 - February 1999

Skills
Asset Management, Customer Service, Management, Process Improvement, Wealth Management, Finance, Series 63, Sales, Series 7, Mutual Funds, Securities, Investment Advisory, Cross-functional Team..., Options, Bonds, Asset Allocation, ETFs, Equities

Education
Binghamton University   1993 — 1995
BS, Marketing

State University of New York at Delhi   1991 — 1993
AAS, Business Admin

Roslyn HS   1988 — 1991

Jeremy Honis Jeremy Honis Orlando, Florida Area Details
Jeremy Honis's Waterhouse Securities Experience March 1999 - December 2000
Job AflacBenefits Coordinator
Industry Insurance
Experience
Aflac  January 2014 - Present
MyCity Networks  September 2011 - January 2014
DVS Group   September 2010 - August 2011
West Orange Investments   February 2007 - April 2010
TD Ameritrade  January 2001 - December 2006
US Army  July 1992 - May 2001
Waterhouse Securities   March 1999 - December 2000
Paul Hanna Management   September 1998 - March 1999
Honis Auto Detailing   August 1996 - September 1998
MediCenter Diabetic Supply   July 1995 - August 1996

Skills
Operations Management, Team Building, Strategic Planning, Facilities Management, Budgets, Contract Negotiation, Income Statement, Customer Service, Process Improvement, Change Management, Negotiation, New Business Development, Sales Management, Management, Contract Management, Risk Management

Education
Palm Beach State College
Associates of Arts

Leadership West Orange

Onondaga Central

Steve Fouch Steve Fouch Traverse City, Michigan Details
Steve Fouch's Waterhouse Securities Experience August 1993 - July 1994
Job President, Chess Construction Inc.
Industry Construction
Experience
Chess Construction, Inc.   1995 - Present
Cherry Bend LLC   January 2000 - Present
Waterhouse Securities   August 1993 - July 1994
Chatfield Dean & Co.   June 1993 - August 1993

Skills
Construction, Contract Negotiation, Renovation

Education
University of Michigan   1989 — 1993
BA, Economics

Traverse City Central High School

Cindy Davenport Cindy Davenport Cincinnati Area Details
Cindy Davenport's Waterhouse Securities Experience 1993 - 1996
Job Instructor
Industry Education Management
Experience
University of Cincinnati  January 2012 - Present
Xavier University  January 2009 - May 2011
Fifth Third Securities  November 1999 - December 2008
Financial Industry Regulatory Authority (FINRA)   1996 - 1999
Waterhouse Securities   1993 - 1996

Skills
Teaching, Public Speaking, Customer Service, Microsoft Excel, Leadership, Strategic Planning, Training, Program Management, Microsoft Office, Coaching, Team Leadership, Financial Services, Investments, Financial Analysis, Mutual Funds, Banking, Management

Education
Xavier University   2009 — 2011
Master of Education (M.Ed.), Mathematics, 7-12

Miami University   1989 — 1993
Bachelor of Science (B.S.), Finance, General

Kevin Noonan Kevin Noonan Greater New York City Area Details
Kevin Noonan's Waterhouse Securities Experience May 1987 - October 1989
Job at Johns Hopkins University Applied Physics Laboratory
Industry Management Consulting
Experience
Johns Hopkins University Applied Physics Laboratory  June 2009 - Present
Tefen  March 2007 - June 2009
KT Consulting  2005 - 2009
FY Consulting   2005 - 2007
Norcatec LLC   2001 - 2005
maxant technologies   1997 - 2000
Prime UV   June 1994 - June 1997
Unisys Defense Systems  1990 - 1993
Waterhouse Securities   May 1987 - October 1989

Skills
Strategic Planning, Business Strategy, Program Management, MS Project, Operations Management, Product Development, Organizational..., Business Process..., Business Analysis, PMP, Analysis, Process Engineering, Performance Improvement, Business Planning, Team Leadership, Root Cause Analysis, Process Improvement..., Healthcare improvement, Leadership, Collaboration, Senior Executive..., Manufacturing, Process Optimization, Executive Management, Intelligence Analysis, Knowledge Sharing, Visionary, Knowledge Management, Resource Development, Business Process..., Healthcare Management, Brand Loyalty, DoD, Operational Excellence, Quality Management, Project Portfolio..., Lean Manufacturing, Value Stream Mapping, Business Process, Process Improvement

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1998 — 1999
MBA, Operations Management

Hofstra University   1989 — 1990
BS, Industrial Engineering

State University of New York College at Oneonta   1981 — 1985
BS, Business Economics

Eden Debebe Eden Debebe Washington D.C. Metro Area Details
Eden Debebe's Waterhouse Securities Experience May 1992 - July 1998
Job Senior Advertising Review Principal at Etrade Financial
Industry Financial Services
Experience
Etrade Financial  March 2007 - Present
Capital Financial Group  November 2004 - February 2007
Capital Financial Group  June 2000 - February 2007
Capital Financial Group  June 2000 - February 2007
Online Securities, Inc   February 1999 - June 2000
Waterhouse Securities   May 1992 - July 1998

Education
University of Minnesota-Twin Cities   1980 — 1984
B.S., Economics

Stephen Boscarino Stephen Boscarino Centereach, New York Details
Stephen Boscarino's Waterhouse Securities Experience 1993 - 1995
Job Energy Consultant at Energy By Choice, Ltd
Industry Renewables & Environment
Experience
Energy By Choice, Ltd  July 2013 - Present
TD Ameritrade  March 2005 - December 2011
Banc of America Investments  March 2002 - March 2005
Quick & Reilly  May 1996 - March 2001
Waterhouse Securities   1993 - 1995

Skills
Fixed Income, Series 7, Series 65, Series 9, Series 10, Life and Variable..., Managed Services, FINRA, Financial Services, Series 63, Tactical Asset..., Technical Analysis, Customer Service, High Net Worth...

Education
State University of New York College at Brockport   1984 — 1988
Bachelor of Science, English

David Muscat David Muscat Phoenix, Arizona Area Details
David Muscat's Waterhouse Securities Experience January 1996 - June 1997
Job Business
Industry Financial Services
Experience
Charles Schwab  July 1997 - Present
various  January 1973 - Present
Waterhouse Securities   January 1996 - June 1997
RBC  October 1994 - May 1996

Skills
Marketing, Asset Consoldation, Leadership, Management, Sales, Finance, Selling, New Business Development, Retail, Networking, Financial Analysis, Accounting, Business Strategy, Strategy, Team Building, Business Development, CRM, Account Management

Education
College for Financial Planning   2013 — 2013
Accredited Asset Management Specialist - AAMS, Wealth Management

NASD   1997 — 1997
incomplete, English Language and Literature, General

University of Manitoba   1984 — 1988
Bachelors, French, English Literature, Business

L-Università ta' Malta   1971 — 1971
BA, Languages, Accounting & Business

Eric Tassell Eric Tassell Greater Los Angeles Area Details
Eric Tassell's Waterhouse Securities Experience 1995 - 1997
Job SVP StockCross Corporate Services
Industry Financial Services
Experience
StockCross Financial   Mid market Segment Leader - Corp. ServicesE*TRADE FinancialMay 2003 - April 2009
TD Waterhouse  March 2000 - May 2003
Waterhouse Securities   1995 - 1997

Skills
Business Development, Strategy, Business Strategy, Business Planning, Management, Leadership, Process Improvement, Talent Management, Leadership Development, Recruiting, Mergers & Acquisitions, Relationship Management, Risk Management, Series 7, Financial Services

Education
Syracuse University   1985 — 1990

Portsmouth Abbey   1982 — 1985

Steven Revich Steven Revich Greater New York City Area Details
Steven Revich's Waterhouse Securities Experience 1993 - 1995
Job Director Head of Energy Credit Risk at Barclays
Industry Investment Banking
Experience
Barclays Capital  August 2004 - Present
Louis Dreyfus  March 2002 - August 2004
American International Group  June 1999 - March 2002
Reuters  1997 - 1999
Waterhouse Securities   1993 - 1995

Skills
Commodities, Credit Risk, Investment Banking, Energy, Credit, Risk Management, Derivatives, Credit Analysis, Risk, Project Finance, Trading, Energy Trading, FX, Commodity, FX Options, Financial Risk, Commodity Markets, Financial Modeling, Banking, Market Risk, Fixed Income

Education
Hofstra University   1995 — 1997
MBA, Banking and Finance

Syracuse University - Maxwell School   1989 — 1993
BA, Political Science

Roger Scully Roger Scully Greater New York City Area Details
Roger Scully's Waterhouse Securities Experience 1998 - 1998
Job Healthcare Specialist
Industry Financial Services
Experience
JMP Securities  February 2011 - Present
Maxim Group  June 2010 - November 2010
Leerink Swann  2008 - 2008
Bear Stearns  2004 - 2008
Merrill Lynch  2002 - 2004
Merrill Lynch  1998 - 2002
Waterhouse Securities   1998 - 1998
Montrose Capital Management   1997 - 1998
Monroe Parker Securities   1996 - 1997

Skills
Capital Markets, Financial Modeling, Corporate Finance, Equity Research, Valuation, Investment Banking, Investments, Equities, Hedge Funds, Series 7, Series 55, Series 63, Series 24, Private Equity, Due Diligence, Operations, Securities, Business Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Equity Trading, Mutual Funds, Alternative Investments, Investor Relations

Education
City University of New York-Herbert H. Lehman College   1992 — 1996
Bachelor of Arts (BA), Anthropology

Adrian Coard Adrian Coard Greater New York City Area Details
Adrian Coard's Waterhouse Securities Experience April 1992 - April 1994
Job Corporate Actions Specialist
Industry Financial Services
Experience
RtEc INTERNATIONAL LLC   June 2009 - Present
RTEC International LLC   June 2009 - 2012
DEUTSCHE BANK SECURITIES INC  May 1997 - July 2009
Deutsche Bank Securities Inc.  May 1997 - June 2009
Deutsche Bank Securities Inc  May 1997 - June 2009
Deutsche Bank Securities  February 1997 - June 2009
Bear Stearns  October 1996 - May 1997
OPPENHEIMER  April 1994 - October 1996
WATERHOUSE SECURITIES   April 1992 - April 1994
DEAN WITTER REYNOLDS  October 1987 - April 1992

Skills
Mergers, Corporate Actions, Equities, DTC, Settlements, Securities Lending, Prime Brokerage, Securities, Middle Office, Back Office, Client Service, Customer Relations, Excel, PowerPoint, Bonds, Problem Solving, Microsoft Office, Compliance

Education
City College of New York
Political Science

City College of New York
B.A, Political Science

Kingsborough Community College

New York Institute of Finance

Jennifer Clausius Jennifer Clausius United States Details
Jennifer Clausius's Waterhouse Securities Experience 1994 - 1999
Job Senior Business Planning Analyst at Chesapeake Utilities Corporation
Industry
Experience
Chesapeake Utilities Corporation  December 2011 - Present
Chesapeake Utilities Corporation  February 2001 - 2011
Hospital Billing & Collection Services Ltd   2000 - 2001
AT&T Solutions  1999 - 2000
Waterhouse Securities   1994 - 1999

Education
Wilmington University
Master of Business Administration (M.B.A.)

Penn State University   1990 — 1994
Bachelor's Degree, Finance

Robert Weathers Robert Weathers Greater New York City Area Details
Robert Weathers's Waterhouse Securities Experience August 1999 - October 2001
Job Vice President, National Business Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2011 - Present
Morgan Stanley Smith Barney  July 2008 - January 2011
Smith Barney  January 2005 - June 2008
Wachovia Securities  May 2002 - January 2005
Waterhouse Securities   August 1999 - October 2001

Skills
Series 7, Securities, Series 63, Equities, Asset Management, Series 24, Series 3, Series 9, Series 10, Series 65

Education
Elmhurst College   1995 — 1999
BS, Economics, Philosophy, Political Science, 3.98