
VP at Bernstein
Greater New York City Area

VP at Bernstein
Greater New York City Area
(Public Company; 1001-5000 employees; Financial Services industry)
2006 — Present (2 years)
Private Client financial advisor/money manager providing high net worth clients with the best after-tax risk adjusted returns. Bernstein is one of the most admired investment firms on Wall Street. Using the industry's most sophisticated analytical tools, I work with clients who are selling their business, planning to retire, in need of complex wealth management and estate planning to achieve their specific financial goals.
(Privately Held; Banking industry)
2004 — 2006 (2 years)
Enabled banks including Sun Trust, Webster Bank, Northfork Bank to offer their corporate customers to accept electronic payment. One of the only non-financial companies that the Federal Reserve approved to accept ACH payments on the Federal Reserve's banking network.
(Privately Held; 51-200 employees; Computer & Network Security industry)
2002 — 2004 (2 years)
One of the leading database security companies. Clients included Goldman Sachs, Coke, Intuit and many other high profile companies who recognized the need to protect sensitive client data.
(Privately Held; 51-200 employees; Telecommunications industry)
2000 — 2002 (2 years)
One of the leading wireless technology companies enabling the large wireless carriers including Cingular & ATT to offer their customers messaging and internet access.
(Privately Held; Financial Services industry)
1989 — 2000 (11 years)
Gartner Group ranked ClientSoft one of the market leaders for 7+ years in the are of legacy extension. ClientSoft enabled large corporate customers such as AllState, ADP, and others to extend their IBM mainframe computer applications over the internet and wirelessly.
(Public Company; Financial Services industry)
1980 — 1986 (6 years)
GE is one of the largerst and most well respect financial services companies.
BS, Math, Computer Science, 1976 — 1980
Tennis, boating
Stamford Theatre Works, CT Venture Group