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Ms. Shelley Poerio's professional
résumé
| Summary
of qualifications |
- Experienced in startup company financing, customer
development and relations
- Extensive brokerage background, both retail and wholesale
- Technically savvy, having been a system engineer for several
years prior to entering finance world.
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Professional experience |
2001
- present
Arentz
Landscape Architects LLC
CHIEF OPERATING OFFICER
for day-to-day
operations, financial and legal operations of established
architectural firm and startup construction management company.
1999 – 2000
Friedman Billings Ramsey, Arlington, VA.
PRINCIPAL
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Initiated and managed development, infrastructure, and implementation
of all aspects of online brokerage operations, trading, customer
service, and callcenter for start-up online investment bank, fbr.com.
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Compliance oversight responsibility.
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Hired and managed 20 direct-report employees.
1996 – 1998 Morgan
Stanley Dean Witter, San Francisco, CA
PRINCIPAL
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Built technical support department for one of the
industry’s pioneering online brokerage firms.
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Managed department and assisted in development of
firm purchased by Dean Witter Reynolds in 1997
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Cited for 3 consecutive years as Barron’s Number 1
online brokerage firm. (’96 – ’98)
1993 – 1996
PaineWebber, Inc. Walnut Creek, CA
INVESTMENT EXECUTIVE
1987 - 1992
ATT New York and San Francisco.
ACCOUNT EXECUTIVE/SYSTEMS ENGINEER
1984 – 1987 Electronic Data Systems,
Baltimore, Detroit and New York.
SYSTEMS
ENGINEER
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| Education |
- STANFORD UNIVERSITY, BA Communications
Varsity Track (team captain), Faculty Club, Center for Information
Technology
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