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Vitae
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PETER J. CONLON, JR.
EDUCATION
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B.S. Marketing, Syracuse University,
1973
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M.B.A. Management, University of Texas,
Arlington, 1978
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Art of Negotiation, 1980
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Intro ADR Training, 40 Hours 1990
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NASD-SRO/AAA Securities Arbitrator
Training, 1994
NASD Employment Law
Training, 1994
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NASD Arbitrator Chair
Training, 1997
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NASD Code of Arbitration
(new), 2007
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Leadership Arlington 1994-95
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NYSE Arbitration Training,
2005
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Arbitration Training,
Federal Arbitration Act, State
Arbitration Act, University of Texas, School of Law, 2006
Ethical Issues in
Mediation and Beyond Basic Mediation,
University of Texas School of Law, 2004
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Arbitration Workshop,
University of Texas School of Law, 2006
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NASD Expungement, 2004
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NASD Discovery, Abuses and
Sanctions, 2005
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NYSE Arbitrator Training,
2005
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NASD Direct Communications
Rule, 2006
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PROFESSIONAL
DESIGNATIONS/LICENSES
- Registered Financial
Consultant (RFC)
- NASD Series 8, 7, 63, 3
(1985-2005)
- Life
and Health General Lines Life Insurance, Texas
- Mediator/Arbitrator
ACADEMIC
EXPERIENCE
- Adjunct Faculty Instructor, Texas Christian
University,
Extension Program (Degree) Carswell AFB,
1978-1988
- Adjunct Faculty Instructor, Park College,
Extension Program (Degree) Carswell AFB,
1991-1992
- Lecturer, Tarrant County Junior College,
N.W. Campus,
Continuing Education Program, 1990
- Lecturer, Southwest Training Schools, Life
Insurance
Continuing Education Program, 1995-present
OTHER
EXPERIENCE
- 1973-1979: Active Duty, U.S. Air Force
- 1979-1994: US Air Force Reserve, Retired Lt.
Colonel
- 1979-1985: Manufacturers
Representative/Regional Manager Warner
Electric/Red Lion Controls
- 1985-1989: Financial Consultant, Shearson
Lehman Brothers, PaineWebber/Rotan
- 1989-2003: Branch Manager/ Independent
Contractor, Raymond James Financial Services
Inc.
- 1989-Present: Owner, Conlon Financial
Advisors & Associates; Chief Financial Officer, C.Mc.C., Inc.
HONORS
AND RECOGNITION
- President Club Winner, 1980, 1981, 1982
- Broker of the Year, 1987
- Air Force Commendation Medal, 1977
- Meritorious Service Medal, 1991, 1993
- Distinguished Lt. Governor Optimist
International, 1989
- Community Builder Award, Masonic Grand Lodge
of Texas, 1995
CIVIC/PROFESSIONAL INVOLVEMENT
- Chair, Teen Court Advisory Board, City of
Arlington, Texas, 1995-2001
- Chair, Retired Activities Council, NAS JRB
Carswell Field, 1999-2000
- Board of Directors, Texas National Cemetery
Foundation,1998-2001
- Chairman, Project Standdown, Tarrant County
Veterans Council 1992-1993, 1993-1994
- Optimist International Foundation Rep,
1992-1993, 1994-1995
- Governor, Optimist International for North
Texas, 1990-1991
- Lt. Governor, Optimist International,
1988-1990
- President, Aerospace Optimist Club,
1987-1988
- Lt. Col. U.S. Air Force Reserves, Retired
- Board of Advisors, National Institute on
Financial Issues and Services for Elders, 1994
- Board of Directors, Ft. Worth Council Navy
League, 1991-1995
- Board of Directors, Tarrant County
Association of Mediators, 1993-1995,
2001-Present
- President, Reserve Officers Association,
Phantom Chapter, 1992-1993
- Vice-President, Reserve Officers
Association, Phantom Chapter, 1989-1992
- President, Wellington Place Homeowners
Assoc., 1981-1988
- Member, International Assoc. of Registered
Financial Consultants
- Member, Texas Association of Mediators
- Member, ADR Section, State Bar of Texas
- Member, Arlington Chamber of Commerce
- Member, Tarrant County ERISA Working Group,
1991-2001
- Member, Tarrant County Association of
Mediators
- President, Arlington Sunset Rotary 2003-2004
- Member, Loan Review Board, City of
Arlington, Texas 2001-2005
PUBLICATIONS AND PAPERS
- Use of 401K Plans, Arlington Daily News,
March 1989
- The Pitfalls of Medigap Insurance, Fort
Worth Business Press, June, 1991
- Ethics, Military v. Civilian - prepared for
National Security Management Course, March 1989
- The Impact of Minority Rights on the Union's
Duty of Fair Representation,
Research Paper for Graduate Degree, May 1978
- Continuing Education Courses in Ethics,
Insurance Regulations, Social Security,
Medicare, Annuities, Investment Planning, Estate
Planning, written for Southwest Training
Schools, 1997-Present
ARBITRATION/MEDIATION ASSIGNMENTS
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Contract, Business
Disputes, Personal Injury and DTPA
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Securities, Multiparty
Cross Claims
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Employment Contracts,
EEOC
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