2010 to Present: Morgan Stanley Wealth Management – Garden City, NY
Vice President, CFP, Portfolio Manager
2000 to 2010: Paine Webber/UBS Wealth Management – Garden City, NY
Vice President, CFP, Financial Advisor
1991 to 1999: President, U.S. Titan, Inc. - Pelham, NY
Titan operates a timechartered fleet of Suezmax, Aframax, and Panamax vessels for clean and dirty trading. Terminal projects include a joint venture with Morgan Stanley Energy Group and the Irish National Petroleum Co. to reactivate the Bantry Bay oil terminal and assisted Lagoven with the restructuring of the Freeport, Bahamas oil terminal (BORCO).
1991-92: Consultant, Saudi Aramco - Dhahran, Saudi Arabia
Retained by Saudi Aramco to assist with their intended purchase of the Grand Bahama crude oil terminal. Assisted in perfecting Aramco's Letter of Intent. Consulted for various subsidiaries and technical, crude marketing, legal, and financial functions.
1986-1991: President, Burmpac Oil Company - New York, NY
Following the acquisition of Burmah's Bahamas oil terminal, appointed Chief Executive Officer for this $80 million revenue oil shipping and terminalling company.
1980-1986: Executive Vice President, Burmah Oil Tankers Limited - New York, NY
Responsible for the marketing, operation, and accounting of the Bahamas Oil Terminal. Accountable for Burmah's relations with the Government of the Bahamas. Negotiated amendments to the Operating Lease with the Government. Also, responsible for the freight trading, COA's, and vessel chartering.
1977-1980: Vice President, Marketing, Burmah Oil Tankers Limited - New York, NY
Established and implemented the marketing strategy for Burmah’s 5 million-barrel Bahamas Oil Terminal including the parceling of oil cargoes, contracts of affreightment, and storage contracts.
1975-1977: Assistant to the President, Burmah Oil Tankers Limited - New York, NY
Member of crisis team organized to restructure this division. The team's mandate was to unwind the major profit draining time charters, bareboat charters, and new building ULCC commitments while retaining the profitable core of this 50 tanker fleet company. Inaugurated the new Bahamas crude oil terminal.
1973-1975: Personnel Director, Burmah Oil Inc. - New York, NY
Responsible for employment, compensation, employee benefits, and pension plans for Burmah's U.S subsidiaries.
1966-1973: Various administrative positions, RCA Corp.
Recruited into their Corporate Management Training Program from college; rotated through several divisions and subsidiaries.
B.S. Economics 1966, Juniata College
Masters of Business 1975, New York Institute of Technology
Hugh O'Brian Youth Leadership Foundation
Juniata College Trustees Council
Society of Maritime Arbitrators
The University Club
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