Bramson ORT College since May 2009
Adjunct Professor
National Financial Services (Fidelity Brokerage Company) Sep 2006 - Dec 2008
Regulatory Control Analyst
Merrill Lynch & Company, Inc. Mar 2006 - Nov 2006
Retirement Plan Representative
Western & Southern Financial Group; Livonia, Michigan May 2005 - Oct 2005
Financial Advisor/Insurance Representative
Secure Investors Group, Inc. Feb 2004 - Apr 2005
Asset Consultant/New Business Development
Education:
New York Institute of Finance 1999 - 1999
Course, Customer Protection Rule - 15c3-3
New York Institute of Finance 1999 - 1999
Course, Uniform Net Capital Rule - 15c3-1
Saint John's University 1990 - 1996
MBA, Accounting
City University of New York-Baruch College 1979 - 1984
BBA, Finance
Skills:
* BBA in Finance Baruch College (CUNY) * MBA in Accounting St Johns University * Customer Protection Rule 15c3-3 * Uniform Net Capital Rule 15c3-1 * FINRA Series 7 (General Securities Representative Exam) * Shado Suite FACTS FBSI Autocage BACT * Financial Focus * NWL Solutions * Monte Carlo Simulation * GoSystem Tax * BNA Income Tax Planner * Brentmark Estate Planning Tools * Excel Lotus and Microsoft Word * Awards Choice PCOE FA Trade Link ML Net
Account Quality Manager At Bridgestone Americas Tire Operations, Llc
2009 to 2000 Adjunct Professor (Part-Time)Bramson ORT College New York, NY 2011 to 2013 Teacher/Instructor (Part-Time)Bramson ORT College Jersey City, NJ 2010 to 2011 Teacher/Instructor (Part-Time)Fidelity Brokerage Company New York, NY 2006 to 2008 Accounting Analyst III (Regulatory Reporting/Control)Merrill Lynch & Company, Inc Hopewell, NJ 2006 to 2006 Retirement Plan RepresentativeWestern & Southern Financial Group Livonia, MI 2005 to 2005 Insurance RepresentativeSecure Investors Group, Inc Troy, MI 2004 to 2005 Asset Consultant (New Business Administrator)The Ayco Company, L.P Troy, MI 2001 to 2003 Senior Financial PlanneriClearing LLC Jersey City, NJ 1999 to 2001 Regulatory Control AnalystPrudential Securities, Inc
1996 to 1999 Regulatory Compliance AnalystPrudential Securities, Inc New York, NY 1985 to 1999Prudential Securities, Inc
1994 to 1996 Firm Financing AccountantPrudential Securities, Inc
1985 to 1994 Reconciliation AnalystMerrill Lynch & Company, Inc New York, NY 1984 to 1985 Customer Accountant
WINNER: Spike Jonze (MJZ)Dream It, Squarespace SquarespaceFirst Assistant Director: Thomas SmithThe New Normal, Medmen MekanismFirst Assistant Director: Thomas SmithSecond Assistant Directors: David Marnell, Jeff Tavani