Linsco Private Ledger

Company Profile

Status:Inactive

Industry:Management Consulting Services, Security Broker/Dealer

Member:Loretta Butts / Principal, inactive

Former Employees

	Position at Linsco Private Ledger	Next job position
A.j. Mcculley	Financial ConsultantMar 1998 - Dec 1999	The McCulley Insurance AgencyOwner Since Jun 2000
Alex Crooks	Financial AdvisorSince 2005	Crooks & Company Financial ManagementOwner
Alex Denis	Technical Support Help DeskApr 2000 - Feb 2002	First SolarPowerplant Performance Engineer Since Jul 2011
Alicia Shortland	Office Assistant/ReceptionistJan 2000 - Jun 2001
Amanda Hawley	SVP - Associate CounselSince 1999	LPL Financial CorporationSVP - Associate Counsel Since Mar 1999
Amanda Mingard	Client Services ManagerOct 2003 - Nov 2005
Amy Dufore	Administrative AssociateJul 2003 - Aug 2005
Andrew Burtle	Independent Financial ConsultantMay 1994 - Dec 1997	VMD Systems Integrators, IncVice President, Operations Since Jan 2007
Angela J Serrano	Sr. Regional Practice Management Consultant2004 - 2007	Jenny CraigProgram Director Since Apr 2012
Anita Li	Advertising Compliance AnalystJan 2005 - Apr 2007	National Planning CorporationManager - Licensing and Registration Dept. Since Jul 2011
Arcadio Estanislao	Money Desk SpecialistFeb 2005 - Jul 2005	Wells Fargo BankMembership Banking Regional Program Manager Since Jul 2005
Arlene Obrzut	CFP
Ayinde Usher	Sr. Computer OperatorApr 2001 - Jul 2012	TeradataLab Engineer Since Jul 2012
Balla Kebe	Mutual Funds Operations Specialist/Data AnalystOct 2006 - Feb 2008	Windham San Diego BaysideGuest Service Representative Since May 2011
Betsy Byrne	Senior Advertising Analyst
Brad Lambert	OperationsAug 1993 - Jun 1994	SymantecNational Sales Manager - eDiscovery Since Jul 2013
Brian Degiosio	Treasury AnalystSince 2005
Brian Wool	Software Implementation TechnicianApr 2000 - Aug 2000 Software Implementation Technician
Chris Stutes	Investment RepresentativeSince 2007	Cornerstone Wealth Management, IncOwner Since Feb 2007
Christine Nguyen	Equity Trader
Corinne Doi	Financial Consultant
Corwin Jenkins	Help Desk Representative2006 - 2008	Arizona Department of RevenueInformation Security Engineer Since 2013
Damian Lyons	Brokerage Service associate
David Martin	Financial Consultant
Deanna Walcott	Investment Associate2007 - 2008	Timothy Herbert FinancialTeam Leader Since Sep 2009
Debra Austin	Registered Client AssistantMay 1989 - Mar 1992
Derrick Fimon	Tech Support Representative
Diane Talley	Stockbroker
Diane Tran	Junior Tax Accountant/Operations AccountantJan 2001 - Aug 2002	SE LaboratoriesFinance Since Sep 2008
Didier Lecorps	Operations Specialist2004 - 2007	York Capital ManagementOperations Associate Since Sep 2011
Donna Nauss	Vice President, Regulatory and Compliance Affairs1991 - 2000	D Nauss and Associates, LLCFounder and Consultant Since Oct 2009
Dustin Roesel	Telephone Support Help DeskFeb 2000 - Jun 2000	Indiana UniversityExecutive and Internal Technology Services Since Nov 2012
Dylan Richards	Manager, Mutual Fund OperationsDec 2006 - Dec 2007 Supervisor, Mutual Fund OperationsJul 2005 - Dec 2005 Team Lead, Mutual Fund OperationsJan 2005 - Jun 2005 Senior Mutual Fund Reconciliation SpecialistJul 2004 - Dec 2004 Mutual Fund Reconciliation SpecialistJan 2004 - Jun 2004 Temp, Mutual Fund Reconciliation SpecialistJun 2003 - Dec 2003	LPL FinancialAssistant Vice President Since Mar 2010
Elizabeth Akers	Administrative Assistant1998 - 1999
Elizabeth Eurit	Administrative AssistantAug 1997 - Apr 2001	Carroll Consolidated School CorporationSubstitute Teacher Since Sep 2012
Erin Mcghee	Margin Specialist2002 - 2004	Encore Capital GroupProgram Manager II
Evelyn Johns	Financial Advisor
Gail Harris	Office Manager/Licensed Assistant to Owner DownsizedAug 2001 - Dec 2004 Office Manager/Licensed Assistant to OwnerAug 2001 - Dec 2004	Harvard Law SchoolExecutive Assistant Since Jul 2012
Genya Van Houten	Associate PlannerAug 2001 - Mar 2003	Bank of AmericaHome Service Specialist Since Apr 2009
Genya Van Houten	Associate PlannerAug 2001 - Mar 2003
George Viray	Compliance AnalystSep 1999 - Mar 2000
Gregory Kastner	Registered Representative & Licensed Tax PreparerJul 1993 - Aug 1994	BDO USA, LLPSenior Manager - Tax, Financial Services Since Nov 2010
Henry Chang	financial advisorMay 1998 - Apr 2004	Financial Networkfinancial advisor Since Jan 2004
James Moreen	AnalystMar 2005 - May 2007	Bank of America Merrill LynchProduct Manager Since Oct 2007
James Stokes	Investment Department Manager
Jason Donaghy	RIA Service 360 Team 41Since Jan 2008
Jason Rosales	Director of Operations- Bogazc Tax & Financial Services2002 - 2005	TD AmeritradeAnalyst - Government Reporting & Mutual Funds
Jason Sanderson	Network Analyst1998 - 1999	ResMedInfrastructure Technical Lead Since Jul 2009
Jeanne Chappell	Registration CoordinatorJun 2006 - Aug 2008	Bridgepoint EducationOperations Compliance Lead Since Aug 2012
Jed Brody	Investment Advisor RepresentativeJan 1995 - Jan 2000	National Life Group2nd-VP Life and Annuity Sales Desk Since Dec 2010
Jeffrey Lundy	Mr.
Jeffrey Mahan	Transition Specialist (Contract)Since Jun 2014 Client Government Reporting Service Representative (Contract)Dec 2013 - May 2014	Linsco Private LedgerTransition Specialist (Contract) Since Jun 2014
Jenny Hobbs	Trader/ Broker Services RepresentativeOct 1997 - Jul 2000	Legacy Senior ReferralsCEO and Owner Since May 2013
Jessica Hughes	Registration Coordinator2002 - 2004	Sensationally SweetCo-owner Since Jan 2013
Jill Britton	Branch Office Administrator / Sales AssistantJan 2003 - Jun 2003	American Homes 4 RentAsset Recovery Coordinator Since Feb 2014
Jimmy Power	Financial AdvisorDec 2006 - Apr 2007	VALIC FINANCIAL SERVICESFinancial Advisor Since Feb 2010
Joel Weiss	Securities Specialist2004 - 2006	Scottrade Financial ServicesInvestment Consultant Since 2006
John Howard-Fusco	Registered Administrative Associate2003 - 2004	Eating in South Jersey, LLCCo-owner Since 2008
John Mclaughlin	Practice Management ConsultantMay 2000 - Dec 2011	The HartfordRegional Martketing Director Since Dec 2011
John Oelze	Asst. Equity TraderFeb 1992 - Apr 1996	InvenireFounder & Intrapreneur Since Oct 2007
John Yoder	Data ArchitectMar 2006 - Aug 2006	Nationwide InsuranceSenior Consultant Since Nov 2009
John Zang	Branch Manager1999 - 2000	JP Morgan Asset ManagementInternal Client Advisor Since 2010
Jonathan Kay	Assistant AnalystSep 2006 - May 2007	ApptopiaFounder Since Nov 2011
Josh Schulz	Business Analyst2002 - 2004	ITtoolboxSoftware Engineer
Justin Patteson	Registered RepresentativeFeb 2005 - Dec 2005	UBS Financial Services Inc.Wealth Strategy Associate Since Feb 2006
Karen Cagnina	Branch Operations ManagerJan 2003 - Jun 2007	Merrill LynchRegistered Client Associate Since Jul 2007
Karen Rajagopalan	Financial Advisor
Karen Waltemath	CFP, CLTCSince Apr 2004
Kathy Dorn	SecretaryOct 2003 - Apr 2006	DHS Drilling/Chapman TruckingSecretary/Bookkeeper Since Nov 2006
Kelly Reisenauer	Operations Specialist1999 - 2002
Ken Teshima	Series 7 Stockbroker1985 - 1995	Teshima & CompanyCEO Since Oct 1982
Kenneth Daigle	Financial Services RepresentativeNov 2005 - Nov 2013
Kevin Parnell	Operations Service RepresentativeMar 2004 - Jan 2005	Northwestern Memorial HospitalOR Control Desk Coordinator Since Feb 2011
Kody Condos	Office Manager / ParalegalAug 2000 - Feb 2004	Hirst Applegate, LLPSpecial Projects Paralegal Since Sep 2011
Krista Giordano	Fixed Income Trader2004 - 2006
Lawrence Spurgeon	Broker Resource Consultant2007 - 2009
Leslie Scott	Investment Consultant
Lisa Delano	Director1999 - 2004
Loriann Murray	Design ManagerSep 1997 - Apr 2000	CramerVice President, Creative Director Since 2001
Marc Freedman Cfp	LPL Investment AdvisorSince 1991	MSF ProductionsMotivational Speaker, Author, Facilitator Since Oct 2007
Marcy Braun	Operations Manager2000 - 2001	La QuintaFront Desk Agent Since Oct 2012
Mary Collins	Operational Business SpecialistOct 2006 - Oct 2007	Apria HealthcareqSuspended Billing Representative Since Sep 2013
Matthew Rae	Call Center Rep
Maureen Farrell-Jacobs	Senior AccountantJan 2000 - Sep 2004	San Diego County Regional Airport AuthoritySenior Accountant Since Sep 2004
Megan Carnes	Marketing Coordinator1999 - 2004	FacebookClient Partner, Global Marketing Solutions - NYC Since Nov 2010
Michael Prisby	Investment Advisor Representative1996 - 1997 Investment Advisor AssistantSince 1996
Michael Savaria	Branch DevelopmentSince 2000	LPL FinancialLPL Financial Since Oct 2012
Michael Todd	Investment AdvisorApr 2000 - Jan 2006
Michelle Everett	Investment CoordinatorJan 2002 - Jan 2005	Sunflower BankProof Operator Since Sep 2011
Michelle Riordan	Administrative Assistant, Strategic Planning & Marketing2001 - 2005 Clinical Research Administrative/Medical Assistant2001 - 2005
Mike Bille	Lead Compliance Examiner
Mike Caulkins	Certified Financial Planner (tm)Since Jun 2005
Mike Colavito	Branch Manager/Registered Principal1999 - 2005	Mid Pacific Testing & InspectionCOO Since Feb 2005
Mike Garvey	Financial AdvisorJul 2005 - Jan 2007	Blue Key TechnologyManaging Partner Since Feb 2011
Mike Todd	Financial Advisor/Entrepreneur1994 - 2005	Flagstar BankSenior Loan Officer
Mila Curry	Zimms Financial ManagementJan 2000 - Aug 2008
Molly Vielweber	Investment Advisor
Nathan Ksiazek	Financial ConsultantSince Jul 2004
Nell La Lond	Admin AsstSince Aug 1998
Nena Murphy	Administrative AssistantJun 2001 - Jan 2002
Nishant Patel	Financial ConsultantJan 2005 - May 2005	R.J. Reynolds Tobacco CompanyTerritory Manager Since Jan 2008
Paul Bishop	Municipal Bond/UIT TraderOct 1994 - Dec 1996	Charles Schwab & Co.Senior Software Application Engineer Since Jun 2001
Paul Samson	Developer
Paula Mcclelland	Office AdministratorJan 2006 - Dec 2006	Miramont Lifestyle FitnessExecutive Support Since Jan 2007
Phil Gussman	Financial ConsultantJan 1995 - Jan 1998	Edge Health LLC.Senior Campaign Manager, VP Patient Advocacy Since Mar 2009
Reginald Jackson	Broker/Dealer1998 - 1999	Royal AllianceBroker/Dealer Since 2003
Richard Crancer	Service Center Representative - Team LeadSince 2011	LPLPeer Coach Since Jan 2013
Rod Abston	Manager, Advisory Services SalesJul 1999 - Dec 2000	MassMutualRegional Sales Director, Wholesaler Since Jan 2007
Rodrigo Legaspi	Money Desk Specialist, Accounts PayableMar 2002 - Jun 2006
Roland Hauner	Portfolio Accounting SpecialistAug 2000 - Oct 2002	Serco IncorporatedFinancial Analyst III Since May 2007
Roy Lederman	Owner iFinancial/Broker Dealer2003 - 2004	AllstateExclusive Financial Specialist Since Oct 2004
Rum Walia	Financial AdvisorJun 2001 - Dec 2008	Clarion Hotel AlbuquerqueOwner/Director Since Mar 2008
Ryan Cullumber	Financial Consultant2005 - 2006	Capstone Affluent StrategiesFinancial Advisor Since Dec 2012
Sal Begis	Compliance analyst2002 - 2005	Canaccord Genuity Inc.Vice President-Compliance Officer Since Apr 2011
Sartaj Kaur	Senior Associate
Sean Callahan	Team lead Outgoing Transfers SpecialistSep 2000 - Dec 2005	Aircold Supply / Ferguson EnterprisesInside Sales Since Jan 2006
Sean Donnelly	Technology Marketing/ Research SupportJul 1998 - Jun 2002	UBS Financial Services IncFinancial Advisor Since Apr 2012
Shaneta Robinson	SENIOR NEW ACCOUNTS SPECIALISTApr 2007 - Dec 2010	TIME WARNER CABLERETENTION REPRESENTATIVE Since Jan 2013
Shannon Fournier	Manager Advisory Operations1999 - Jan 2009
Sherry Kidd	Administrative Assistant to the Registered RepresentativeAug 1999 - Dec 2002	Trinity Lutheran ChurchParish Secretary Since Feb 2008
Skip Jourdan	Financial AdvisorSep 2004 - May 2007	BidPlus IncCo-Founder/Vice President Since Jun 1986
Stacy Hoag	Legal AssistantMar 2005 - 2007 Securities and Insurance Registration CoordinatorFeb 2002 - Mar 2005	Fidelity InvestmentsDirector-Institutional Wealth Services Oversight Since Apr 2011
Steve English	AVP - Transition ServiceSince 2004	LPL FinancialAVP - Transition Services
Steve Faraji	FINANCIAL CONSULTANT2001 - 2006	NorthStar Realty SecuritiesRegional Sales Consultant Since Mar 2013
Stuart Abrams	Owner
Suzanna Sinapyan	Financial AnalystMar 2001 - Oct 2001
Tanga Alexander	Independent Financial Advisor1998 - 2000	Wells Fargo Bank NAPrivate Mortgage Banking Branch Sales Manager Since 2013
Taria Agbelusi	Independent Financial Advisor1997 - 1999
Teresa Thompson
Terra Muchow	Annuities Specialist AssistantSince 2005
Theodore Singh	Trade Processing AssistantAug 2000 - Aug 2001
Vickie Wright	Administrative AssistantApr 1996 - Apr 1998	Health Insurance Advisors, IncPartner Since Mar 2002
Wanda Burnett	Administrative Office AssistantMay 2006 - Aug 2008 Office InternAug 2006 - Dec 2006	Kelly ServicesTemp Since May 2010
William Ramsdell	Investment Advisor RepresentativeFeb 1993 - Dec 1999	Ramsdell Capital ManagementPrincipal, Registered Investment Advisor Since Dec 1999