Swiss Bank Corporation
Industry: Investment company
DescriptionSwiss Bank Corporation was a Swiss investment bank and financial services company located in Switzerland. Prior to its merger, the bank was the third largest in Switzerland with over CHF300 billion of assets and CHF11.7 billion of equity. Founded: 1872 Headquarters: Basel, Switzerland Successor: UBS Defunct: 1998 Fate: Merged with Union Bank of Switzerland to form UBS Predecessor: Bankverein (1854–1872); Basler Bankverein (1872–1895); Basler & Zürcher Bankverein (1895)
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Swiss Bank Corporation Employees
Employee
Years
Job
Industry
Peter Maync Peter Maync's Swiss Bank Corporation Experience August 1981 - June 1983
Job Founder & CEO of EurAmerican Import Co.
Industry Consumer Goods
Experience
EurAmerican Import Co. September 1994 - Present
Societe Generale September 1983 - November 1991
Olympic Committee of Switzerland January 1982 - August 1984
Swiss Bank Corporation August 1981 - June 1983
Credit Suisse March 1976 - April 1981
Skills
Entrepreneurship, New Business Development, Marketing, Business Strategy, Sales Management, Small Business, Product Development, Start-ups, Strategic Planning, Team Building, Coaching, Sales, Business Planning, Food & Beverage, Finance, Fitness, Health, Negotiation, Tutoring, Valuation, Writing, Youth Mentoring, Marketing Strategy, Management
Education
University of Oregon 1964 — 1970
Master of Arts (MA) in Economics & Political Science. BA in Mathematics & General Science, Economics, Political Science. Mathematics & Physical Sciences.
University of Berne, Switzerland 1963 — 1964
Pre-Med Degree, Physical Sciences
EurAmerican Import Co. September 1994 - Present
Societe Generale September 1983 - November 1991
Olympic Committee of Switzerland January 1982 - August 1984
Swiss Bank Corporation August 1981 - June 1983
Credit Suisse March 1976 - April 1981
Skills
Entrepreneurship, New Business Development, Marketing, Business Strategy, Sales Management, Small Business, Product Development, Start-ups, Strategic Planning, Team Building, Coaching, Sales, Business Planning, Food & Beverage, Finance, Fitness, Health, Negotiation, Tutoring, Valuation, Writing, Youth Mentoring, Marketing Strategy, Management
Education
University of Oregon 1964 — 1970
Master of Arts (MA) in Economics & Political Science. BA in Mathematics & General Science, Economics, Political Science. Mathematics & Physical Sciences.
University of Berne, Switzerland 1963 — 1964
Pre-Med Degree, Physical Sciences
Gerald Hees Gerald Hees's Swiss Bank Corporation Experience 1983 - 1994
Job Program Manager / Divisional Executive practiced in managing a portfolio of logistical projects and programs
Industry Financial Services
Experience
Major Hedge Fund in Westport CT June 2010 - Present
Financial Services and Technology Firms December 2008 - Present
UBS Investment Bank January 2000 - May 2008
SBC Warburg 1994 - 2000
Swiss Bank Corporation 1983 - 1994
Skills
Business Process..., Product Development, Fixed Income, Equities, Hedge Funds, FX Options, Trading, Financial Markets, Portfolio Management, Options, Risk Management, Financial Modeling, Electronic Trading, Strategy, Securities, Investment Banking, Program Management, Capital Markets, Trading Systems, Derivatives, Cross-functional Team..., Market Risk, Market Data, Swaps, Equity Derivatives, Asset Management, Financial Risk, Investments, Banking, Emerging Markets
Education
Thunderbird School of Global Management 1982 — 1983
Master of International Management, International Finance
University of Arizona, Eller College of Management 1978 — 1982
BSBA, Finance and Business Economics
Major Hedge Fund in Westport CT June 2010 - Present
Financial Services and Technology Firms December 2008 - Present
UBS Investment Bank January 2000 - May 2008
SBC Warburg 1994 - 2000
Swiss Bank Corporation 1983 - 1994
Skills
Business Process..., Product Development, Fixed Income, Equities, Hedge Funds, FX Options, Trading, Financial Markets, Portfolio Management, Options, Risk Management, Financial Modeling, Electronic Trading, Strategy, Securities, Investment Banking, Program Management, Capital Markets, Trading Systems, Derivatives, Cross-functional Team..., Market Risk, Market Data, Swaps, Equity Derivatives, Asset Management, Financial Risk, Investments, Banking, Emerging Markets
Education
Thunderbird School of Global Management 1982 — 1983
Master of International Management, International Finance
University of Arizona, Eller College of Management 1978 — 1982
BSBA, Finance and Business Economics
Patrick Gilmore, Jr. Patrick Gilmore, Jr.'s Swiss Bank Corporation Experience March 1992 - April 1994
Job Certified Financial Planner at PGA Financial Group
Industry Financial Services
Experience
PGA Financial Group July 1996 - Present
SagePoint Financial Inc. July 1999 - Present
PNC Financial Services Group May 1994 - July 1996
Swiss Bank Corporation March 1992 - April 1994
Skills
Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Customer Service, Disability Insurance, Estate Planning, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Long-term Care, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Student Financial Aid, Tax, Wealth Management
Education
University of Scranton 1983 — 1987
BS, Accounting
Chaminade High School 1979 — 1983
PGA Financial Group July 1996 - Present
SagePoint Financial Inc. July 1999 - Present
PNC Financial Services Group May 1994 - July 1996
Swiss Bank Corporation March 1992 - April 1994
Skills
Asset Allocation, Asset Management, Asset Managment, Certified Financial..., Customer Service, Disability Insurance, Estate Planning, FINRA, Finance, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Long-term Care, Mutual Funds, Options, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Student Financial Aid, Tax, Wealth Management
Education
University of Scranton 1983 — 1987
BS, Accounting
Chaminade High School 1979 — 1983
Kate Goss Dybala Kate Goss Dybala's Swiss Bank Corporation Experience November 1994 - May 1996
Job Electronic Trading Admin
Industry Banking
Experience
Credit Suisse July 1996 - July 2006
Credit Suisse July 1996 - July 2006
SWISS BANK CORPORATION November 1994 - May 1996
DILLON READ COMPANY, INC April 1993 - June 1994
The Bank of New York August 1984 - March 1993
Education
State University of New York College at Cortland 1979 — 1984
State University of New York College at Cortland
Bachelor of Arts, Education
UNIVERSITY OF SALAMANCA
Credit Suisse July 1996 - July 2006
Credit Suisse July 1996 - July 2006
SWISS BANK CORPORATION November 1994 - May 1996
DILLON READ COMPANY, INC April 1993 - June 1994
The Bank of New York August 1984 - March 1993
Education
State University of New York College at Cortland 1979 — 1984
State University of New York College at Cortland
Bachelor of Arts, Education
UNIVERSITY OF SALAMANCA
Debbie Mulvaney Debbie Mulvaney's Swiss Bank Corporation Experience 1980 - 1988
Job Financial Oversight Committee Member at Santa MonicaMalibu Unified School District
Industry Accounting
Experience
Santa Monica-Malibu Unified School District April 2015 - Present
Debbie Mulvaney Business Management 2005 - Present
SMMUSD PTSA 2010 - 2012
Swiss Bank Corporation 1980 - 1988
Skills
Payroll, Preparation, Accounts Payable, Quickbooks, Bookkeeping, Excel, Santa Monica Campaign..., Campaign Treasury, Management, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Analysis, QuickBooks, Financial Accounting, Microsoft Word, Job Costing, Small Business, Accounting, Nonprofits, Strategic Financial..., Financial Reporting, Tax, Budgets, Internal Audit, Auditing, Banking
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Business Administration & Finance
University at Albany, SUNY 1974 — 1978
BA, psychology
Santa Monica-Malibu Unified School District April 2015 - Present
Debbie Mulvaney Business Management 2005 - Present
SMMUSD PTSA 2010 - 2012
Swiss Bank Corporation 1980 - 1988
Skills
Payroll, Preparation, Accounts Payable, Quickbooks, Bookkeeping, Excel, Santa Monica Campaign..., Campaign Treasury, Management, Invoicing, Microsoft Excel, Microsoft Office, Accounts Receivable, Financial Analysis, QuickBooks, Financial Accounting, Microsoft Word, Job Costing, Small Business, Accounting, Nonprofits, Strategic Financial..., Financial Reporting, Tax, Budgets, Internal Audit, Auditing, Banking
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Business Administration & Finance
University at Albany, SUNY 1974 — 1978
BA, psychology
Jeffrey R. Diehl Jeffrey R. Diehl's Swiss Bank Corporation Experience January 1991 - January 1994
Job Managing Partner at Strategic Sovereign Advisors LLC
Industry Investment Banking
Experience
Strategic Sovereign Advisors LLC May 2015 - Present
Business Council for International Understanding (BCIU) April 2014 - Present
HSBC Securities August 2013 - April 2015
HSBC August 2011 - August 2013
HSBC 1996 - September 2011
HSBC 1996 - September 2011
Smith Barney, Inc January 1994 - January 1996
Swiss Bank Corporation January 1991 - January 1994
First Boston Corporation January 1984 - January 1991
Bankers Trust 1991 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, International Finance
University of Michigan 1974 — 1977
BA, Psychology
Strategic Sovereign Advisors LLC May 2015 - Present
Business Council for International Understanding (BCIU) April 2014 - Present
HSBC Securities August 2013 - April 2015
HSBC August 2011 - August 2013
HSBC 1996 - September 2011
HSBC 1996 - September 2011
Smith Barney, Inc January 1994 - January 1996
Swiss Bank Corporation January 1991 - January 1994
First Boston Corporation January 1984 - January 1991
Bankers Trust 1991 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, International Finance
University of Michigan 1974 — 1977
BA, Psychology
Beat Guldimann Beat Guldimann's Swiss Bank Corporation Experience October 1987 - January 1997
Job President @ Tribeca Consulting Group
Industry Financial Services
Experience
Inside Swiss Banking December 2009 - Present
Tribeca Consulting Group July 2007 - Present
Weigh House Investor Services August 2010 - November 2012
Hampton & Cie. 2006 - 2007
CIBC 2001 - 2004
UBS 1997 - 2001
Swiss Bank Corporation October 1987 - January 1997
Skills
Wealth Management, Business Strategy, Regulatory Affairs, Global Private Banking, Cross-border..., Legal Issues, Board Governance, Guest Lecturing, Public Speaking
Education
1976 — 1981
LLD, Law
Inside Swiss Banking December 2009 - Present
Tribeca Consulting Group July 2007 - Present
Weigh House Investor Services August 2010 - November 2012
Hampton & Cie. 2006 - 2007
CIBC 2001 - 2004
UBS 1997 - 2001
Swiss Bank Corporation October 1987 - January 1997
Skills
Wealth Management, Business Strategy, Regulatory Affairs, Global Private Banking, Cross-border..., Legal Issues, Board Governance, Guest Lecturing, Public Speaking
Education
1976 — 1981
LLD, Law
Eric Kunath Eric Kunath's Swiss Bank Corporation Experience March 1995 - December 1997
Job Chief Trading Officer at CDE Trading LLC
Industry Financial Services
Experience
CDE Trading LLC July 2009 - Present
EPIK Trading August 2003 - December 2006
CME Group 1993 - 2005
EPK Trading May 1999 - July 2003
Alaron Trading March 1995 - December 1999
Stafford Trading LLC December 1997 - April 1999
Swiss Bank Corporation March 1995 - December 1997
TAG Trading 1993 - 1995
Skills
Options, Interest Rate..., Economics, Excel, Research, Word, Statistical Arbitrage, Risk Analysis, Equities, Trading, Commodities, Industry Analysis, Stocks, Bloomberg, Capital Markets, Arbitrage, Derivatives, Financial Markets, Investments, Financial Analysis, Risk Management, Technical Analysis, Securities, Bonds, Investment Banking, Fixed Income, Analysis, Alternative Investments, Risk, Trading Strategies, Proprietary Trading, FX, Hedging, Asset, Equity Research, Equity Derivatives, Volatility, Fixed Income Trading, Commodity, Electronic Trading, Volatility Arbitrage, Global Macro, Options Strategies, Market Making, Options Pricing, Equity Trading, FX Options, Commodity Markets, Financial Risk
Education
University of North Texas 2000 — 2002
Bachelor of Business Administration, Economics
Environmental Technical Institute 1991 — 1992
HVAC, Heating, Venting, Refrigeration, Electrical
Glenbrook South High School 1981 — 1985
CDE Trading LLC July 2009 - Present
EPIK Trading August 2003 - December 2006
CME Group 1993 - 2005
EPK Trading May 1999 - July 2003
Alaron Trading March 1995 - December 1999
Stafford Trading LLC December 1997 - April 1999
Swiss Bank Corporation March 1995 - December 1997
TAG Trading 1993 - 1995
Skills
Options, Interest Rate..., Economics, Excel, Research, Word, Statistical Arbitrage, Risk Analysis, Equities, Trading, Commodities, Industry Analysis, Stocks, Bloomberg, Capital Markets, Arbitrage, Derivatives, Financial Markets, Investments, Financial Analysis, Risk Management, Technical Analysis, Securities, Bonds, Investment Banking, Fixed Income, Analysis, Alternative Investments, Risk, Trading Strategies, Proprietary Trading, FX, Hedging, Asset, Equity Research, Equity Derivatives, Volatility, Fixed Income Trading, Commodity, Electronic Trading, Volatility Arbitrage, Global Macro, Options Strategies, Market Making, Options Pricing, Equity Trading, FX Options, Commodity Markets, Financial Risk
Education
University of North Texas 2000 — 2002
Bachelor of Business Administration, Economics
Environmental Technical Institute 1991 — 1992
HVAC, Heating, Venting, Refrigeration, Electrical
Glenbrook South High School 1981 — 1985
Ronit Ryba, PMP's Swiss Bank Corporation Experience 1994 - 1997
Job Vice President, PMO at Credit Suisse
Industry Information Technology and Services
Experience
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Anne Erni Anne Erni's Swiss Bank Corporation Experience 1988 - 1993
Job Head Of Human Resources at Bloomberg LP
Industry Human Resources
Experience
Bloomberg LP September 2013 - Present
Bloomberg LP June 2009 - September 2013
Bloomberg LP January 2009 - June 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Bankers Trust 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Skills
Trading, Securities, Investments, Portfolio Management, Risk Management, Corporate Finance, Prime Brokerage, Equities, Fixed Income, Succession Planning, Talent Management, Diversity, Executive Coaching, Leadership Development, Strategic HR, Organizational..., Organizational..., Culture Change, Advisory Boards, Key Account..., Sales, Career Development, Diversity, Performance Management, Talent Acquisition, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations: Economics & Latin America
The Johns Hopkins University 1982 — 1986
BA, International Relations
Bloomberg LP September 2013 - Present
Bloomberg LP June 2009 - September 2013
Bloomberg LP January 2009 - June 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Bankers Trust 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Skills
Trading, Securities, Investments, Portfolio Management, Risk Management, Corporate Finance, Prime Brokerage, Equities, Fixed Income, Succession Planning, Talent Management, Diversity, Executive Coaching, Leadership Development, Strategic HR, Organizational..., Organizational..., Culture Change, Advisory Boards, Key Account..., Sales, Career Development, Diversity, Performance Management, Talent Acquisition, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations: Economics & Latin America
The Johns Hopkins University 1982 — 1986
BA, International Relations
Miles Doherty, CPA Miles Doherty, CPA's Swiss Bank Corporation Experience 1995 - 1996
Job Experienced COO | CFO | CCO | CPA | Investment Management, RIA
Industry Investment Management
Experience
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Experienced COO/CFO/CPA August 2013 - Present
Modera Wealth Management 2012 - 2013
Summit Rock Advisors 2007 - 2011
JP Morgan Incubator Strategies Group 2002 - 2007
Morgan Stanley Dean Witter 1997 - 2002
MorganStanley Dean Witter 1996 - 1997
Swiss Bank Corporation 1995 - 1996
PwC 1986 - 1995
Skills
CPA, Risk Management, Infrastructure, Hedge Funds, Alternative Investments, Operational Due..., Fund Of Funds, Asset Management, Compliance, Operational Risk, Due Diligence, Financial Modeling, Mutual Funds, Equities
Education
State University of New York College at Brockport 1981 — 1985
BS, Accounting, Marketing
Doug MacDonald Doug MacDonald's Swiss Bank Corporation Experience 1995 - 1997
Job Director of Communications at Lathrop & Gage LLP
Industry Public Relations and Communications
Experience
Lathrop & Gage LLP August 2015 - Present
A.T. Kearney January 2007 - September 2014
Baker & McKenzie December 2005 - December 2006
A.T. Kearney February 2000 - November 2005
Burson-Marsteller 1997 - 2000
Swiss Bank Corporation 1995 - 1997
Posner McGrath 1993 - 1995
Tenneco 1990 - 1993
Reliable Corporation 1989 - 1990
Williams Whittle Associates 1987 - 1989
Skills
Strategic Communications, Thought Leadership, Corporate Communications, Integrated Marketing, Content Development, Public Relations, Media Relations, Internal Communications, Crisis Communications, Marketing Communications, Communication Training, Press Releases, Speech Writing, Content Strategy, Executive Communications, Corporate Branding, Brand Communication, Brand Implementation
Education
Syracuse University 1983 — 1987
BS, Public Relations
Lathrop & Gage LLP August 2015 - Present
A.T. Kearney January 2007 - September 2014
Baker & McKenzie December 2005 - December 2006
A.T. Kearney February 2000 - November 2005
Burson-Marsteller 1997 - 2000
Swiss Bank Corporation 1995 - 1997
Posner McGrath 1993 - 1995
Tenneco 1990 - 1993
Reliable Corporation 1989 - 1990
Williams Whittle Associates 1987 - 1989
Skills
Strategic Communications, Thought Leadership, Corporate Communications, Integrated Marketing, Content Development, Public Relations, Media Relations, Internal Communications, Crisis Communications, Marketing Communications, Communication Training, Press Releases, Speech Writing, Content Strategy, Executive Communications, Corporate Branding, Brand Communication, Brand Implementation
Education
Syracuse University 1983 — 1987
BS, Public Relations
Francoise Baecker Francoise Baecker's Swiss Bank Corporation Experience February 1992 - July 1993
Job Capital Markets Professional
Industry Capital Markets
Experience
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
UBS April 1994 - July 1999
The Northstar Group July 1993 - April 1994
Swiss Bank Corporation February 1992 - July 1993
Swiss Bank Corporation June 1990 - January 1992
Bear, Stearns & Company, Inc. June 1989 - August 1989
The Bank Of California May 1986 - July 1988
Skills
Program Management, Derivatives, Capital Markets, Valuation, Fixed Income, Financial Markets, Forecasting, Business Development, Training, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Stanford University 1980 — 1984
Bachelor's degree, Economics
Jonathan P. Guy Jonathan P. Guy's Swiss Bank Corporation Experience 1989 - 1990
Job Partner at Orrick, Herrington & Sutcliffe LLP
Industry Law Practice
Experience
Orrick, Herrington & Sutcliffe LLP January 2006 - Present
Swidler & Berlin, LLP 1993 - 2006
Swiss Bank Corporation 1989 - 1990
Commerzbank AG 1987 - 1989
Export-Import Bank of the United States 1984 - 1986
Education
Stanford University Law School 1990 — 1993
Doctor of Law (J.D.)
London School of Economics and Political Science 1980 — 1983
Bachelor of Science (BSc), Economics, Honors
Royal Latin Grammar School 1972 — 1979
Orrick, Herrington & Sutcliffe LLP January 2006 - Present
Swidler & Berlin, LLP 1993 - 2006
Swiss Bank Corporation 1989 - 1990
Commerzbank AG 1987 - 1989
Export-Import Bank of the United States 1984 - 1986
Education
Stanford University Law School 1990 — 1993
Doctor of Law (J.D.)
London School of Economics and Political Science 1980 — 1983
Bachelor of Science (BSc), Economics, Honors
Royal Latin Grammar School 1972 — 1979
Laura Feldman Laura Feldman's Swiss Bank Corporation Experience January 1993 - August 1994
Job Business Manager at Starr Design
Industry Architecture & Planning
Experience
Starr Design February 2013 - Present
Tribeca Billing Services, LLC May 2009 - January 2013
Independent Human Resources Consultant February 2003 - October 2003
Brannon & Tully/COMFORCE January 1997 - August 1998
Computer Professionals, Inc 1996 - 1997
Swiss Bank Corporation January 1993 - August 1994
SBCI Swiss Bank Investment Bank 1991 - 1994
Securities Data Co. 1990 - 1991
Bear Stearns June 1986 - November 1989
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Organization, Problem Solving, QuickBooks, User Acceptance Testing
Education
University at Albany, SUNY 1982 — 1986
BA, Psychology
Starr Design February 2013 - Present
Tribeca Billing Services, LLC May 2009 - January 2013
Independent Human Resources Consultant February 2003 - October 2003
Brannon & Tully/COMFORCE January 1997 - August 1998
Computer Professionals, Inc 1996 - 1997
Swiss Bank Corporation January 1993 - August 1994
SBCI Swiss Bank Investment Bank 1991 - 1994
Securities Data Co. 1990 - 1991
Bear Stearns June 1986 - November 1989
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Organization, Problem Solving, QuickBooks, User Acceptance Testing
Education
University at Albany, SUNY 1982 — 1986
BA, Psychology
Lynn Challenger's Swiss Bank Corporation Experience 1991 - 1995
Job Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Yisun Cheng's Swiss Bank Corporation Experience May 1994 - January 1996
Job General Manager (CEO) at UBS Securities Co., Ltd
Industry Financial Services
Experience
UBS Securities Co., Ltd August 2012 - Present
China Investment Corporation June 2008 - July 2012
Invariant Capital Management LLC August 2007 - September 2010
UBS November 2005 - March 2007
UBS February 2002 - November 2005
UBS January 2001 - February 2002
Perot Systems/UBS 1996 - 2001
Perot Systems January 1996 - December 2000
Swiss Bank Corporation May 1994 - January 1996
WMI April 1990 - April 1994
Skills
Business Planning
Education
University of Pittsburgh 1985 — 1988
PhD, Chemical Engineering
UBS Securities Co., Ltd August 2012 - Present
China Investment Corporation June 2008 - July 2012
Invariant Capital Management LLC August 2007 - September 2010
UBS November 2005 - March 2007
UBS February 2002 - November 2005
UBS January 2001 - February 2002
Perot Systems/UBS 1996 - 2001
Perot Systems January 1996 - December 2000
Swiss Bank Corporation May 1994 - January 1996
WMI April 1990 - April 1994
Skills
Business Planning
Education
University of Pittsburgh 1985 — 1988
PhD, Chemical Engineering
Bonnie Piper's Swiss Bank Corporation Experience 1991 - 1993
Job Human Resources Generalist at Robert Wood Johnson Foundation
Industry Human Resources
Experience
Princeton Public Library 2006 - 2012
Swiss Bank Corporation 1991 - 1993
Swiss Bank Corporation 1989 - 1991
Swiss Bank Corporation 1988 - 1989
Skills
Compensation, Benefits, Employee Relations, Talent Acquisition, Talent Management, Deferred Compensation
Education
University at Albany, SUNY
MBA, Human Resources Management
Princeton Public Library 2006 - 2012
Swiss Bank Corporation 1991 - 1993
Swiss Bank Corporation 1989 - 1991
Swiss Bank Corporation 1988 - 1989
Skills
Compensation, Benefits, Employee Relations, Talent Acquisition, Talent Management, Deferred Compensation
Education
University at Albany, SUNY
MBA, Human Resources Management
Hrant Tosbath's Swiss Bank Corporation Experience March 1991 - March 1996
Job Chief Executive Officer, The Davenport Group, Inc.
Industry Fund-Raising
Experience
The Davenport Group, Inc. May 2000 - Present
GFTA April 1997 - June 1999
Swiss Bank Corporation March 1991 - March 1996
Republic National Bank 1985 - 1991
Skills
Venture Capital, Hedge Funds, Asset Management, Investor Relations, Private Equity, Fixed Income, Alternative Investments, Emerging Markets, Due Diligence, Joint Ventures, Corporate Development, Equities, Management, Financial Structuring, Mergers & Acquisitions, Restructuring, Investment Management, Investments, Investment Advisory, Portfolio Management, Investment Banking, Asset Managment
Education
Lycee Francais
University of San Francisco
The Davenport Group, Inc. May 2000 - Present
GFTA April 1997 - June 1999
Swiss Bank Corporation March 1991 - March 1996
Republic National Bank 1985 - 1991
Skills
Venture Capital, Hedge Funds, Asset Management, Investor Relations, Private Equity, Fixed Income, Alternative Investments, Emerging Markets, Due Diligence, Joint Ventures, Corporate Development, Equities, Management, Financial Structuring, Mergers & Acquisitions, Restructuring, Investment Management, Investments, Investment Advisory, Portfolio Management, Investment Banking, Asset Managment
Education
Lycee Francais
University of San Francisco
Patricia R Carbon's Swiss Bank Corporation Experience 1989 - 1991
Job New York City Residential Real Estate Expert
Industry Real Estate
Experience
The Corcoran Group Real Estate June 2002 - Present
Intralinks, Inc. 2000 - 2002
The Tokai Bank, Limited 1991 - 1999
Swiss Bank Corporation 1989 - 1991
Chase Manhattan Bank 1985 - 1989
CIGNA 1978 - 1983
Skills
Buyers, Commercial Real Estate, Marketing, Home Staging, Investment Properties, Investors, Single Family Homes, New Home Sales, Real Estate Development, Short Sales, Leases, Brokerage, Move Up Buyers, Sales Management, Real Property, Marketing Strategy, Real Estate Economics, Real Estate
Education
The University of Connecticut
Master of Business Administration (M.B.A.), Real Estate
University of Dayton
Bachelor of Arts (B.A.), English
The Corcoran Group Real Estate June 2002 - Present
Intralinks, Inc. 2000 - 2002
The Tokai Bank, Limited 1991 - 1999
Swiss Bank Corporation 1989 - 1991
Chase Manhattan Bank 1985 - 1989
CIGNA 1978 - 1983
Skills
Buyers, Commercial Real Estate, Marketing, Home Staging, Investment Properties, Investors, Single Family Homes, New Home Sales, Real Estate Development, Short Sales, Leases, Brokerage, Move Up Buyers, Sales Management, Real Property, Marketing Strategy, Real Estate Economics, Real Estate
Education
The University of Connecticut
Master of Business Administration (M.B.A.), Real Estate
University of Dayton
Bachelor of Arts (B.A.), English
Dan Musil's Swiss Bank Corporation Experience 1994 - 2002
Job UNIX systems Engineer at Peak6
Industry Investment Banking
Mona Nandedkar's Swiss Bank Corporation Experience August 1996 - April 1998
Job Head Strategic Planning & Implementation, Enterprise Global Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Biz Edge Holdings Inc. April 2009 - December 2014
Biz Edge Inc. April 2009 - August 2014
Citi April 2007 - April 2009
Citi October 2003 - April 2007
Citi July 2002 - October 2003
Citi February 2001 - July 2002
Citi April 1998 - February 2001
Swiss Bank Corporation August 1996 - April 1998
Global Professionals July 1994 - July 1996
Skills
Financial Services, Business Development, Banking, Program Management, Mergers, Management Consulting, Business Process..., Relationship Management, Start-ups, Entrepreneurship, Business Strategy, Mergers & Acquisitions, Management, IT Strategy, Business Intelligence, Business Process, Leadership, Business Transformation, Process Improvement, CRM, Strategic Planning, Portfolio Management, Investments, Creative Problem Solving
Education
University of Pennsylvania - The Wharton School 2006 — 2008
M.B.A., Finance
S.N.D.T. University, Mumbai 1991 — 1994
Masters in Computer Applications, Data Management
University of Mumbai 1988 — 1991
Bachelors in Science, Mathematics
Wells Fargo January 2015 - Present
Biz Edge Holdings Inc. April 2009 - December 2014
Biz Edge Inc. April 2009 - August 2014
Citi April 2007 - April 2009
Citi October 2003 - April 2007
Citi July 2002 - October 2003
Citi February 2001 - July 2002
Citi April 1998 - February 2001
Swiss Bank Corporation August 1996 - April 1998
Global Professionals July 1994 - July 1996
Skills
Financial Services, Business Development, Banking, Program Management, Mergers, Management Consulting, Business Process..., Relationship Management, Start-ups, Entrepreneurship, Business Strategy, Mergers & Acquisitions, Management, IT Strategy, Business Intelligence, Business Process, Leadership, Business Transformation, Process Improvement, CRM, Strategic Planning, Portfolio Management, Investments, Creative Problem Solving
Education
University of Pennsylvania - The Wharton School 2006 — 2008
M.B.A., Finance
S.N.D.T. University, Mumbai 1991 — 1994
Masters in Computer Applications, Data Management
University of Mumbai 1988 — 1991
Bachelors in Science, Mathematics
Lloyd Plenty's Swiss Bank Corporation Experience 1993 - 1996
Job Global Head of Investment Managers and Market Infrastructures at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2011 - Present
BNP Paribas July 2003 - July 2011
Capital Markets Credit Analysts Society 2005 - 2008
SBC Warburg 1993 - 1996
Swiss Bank Corporation 1993 - 1996
Morgan Grenfell 1986 - 1990
Robson Rhodes 1982 - 1986
Education
The London School of Economics and Political Science (LSE) 1979 — 1982
BNP Paribas July 2011 - Present
BNP Paribas July 2003 - July 2011
Capital Markets Credit Analysts Society 2005 - 2008
SBC Warburg 1993 - 1996
Swiss Bank Corporation 1993 - 1996
Morgan Grenfell 1986 - 1990
Robson Rhodes 1982 - 1986
Education
The London School of Economics and Political Science (LSE) 1979 — 1982
Taha Vasi's Swiss Bank Corporation Experience 1994 - 1997
Job Senior Linux/Unix Engineer at Millennium Partners
Industry Financial Services
Experience
Millennium Partners August 2011 - Present
Bank of America/Merrill Lynch May 2010 - August 2011
ISE 2007 - April 2010
International Securities Exchange August 2007 - March 2010
JP Morgan Chase 2001 - 2007
UBS June 1996 - January 1999
Lehman Brothers 1997 - 1998
Swiss Bank Corporation 1994 - 1997
Skills
Linux, Solaris, Unix, Perl, Programming, System Administration, C, Disaster Recovery, Distributed Systems, Shell Scripting, Unix Shell Scripting, Performance Tuning, Servers, Oracle, Business Analysis, Virtualization, TCP/IP, VMware, Red Hat Linux, Data Center, Databases, Enterprise Architecture, Integration, Low Latency, Security, Storage, Storage Area Networks, High Availability
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science (BS) - CompSci and Applied Math and Statistics.
Millennium Partners August 2011 - Present
Bank of America/Merrill Lynch May 2010 - August 2011
ISE 2007 - April 2010
International Securities Exchange August 2007 - March 2010
JP Morgan Chase 2001 - 2007
UBS June 1996 - January 1999
Lehman Brothers 1997 - 1998
Swiss Bank Corporation 1994 - 1997
Skills
Linux, Solaris, Unix, Perl, Programming, System Administration, C, Disaster Recovery, Distributed Systems, Shell Scripting, Unix Shell Scripting, Performance Tuning, Servers, Oracle, Business Analysis, Virtualization, TCP/IP, VMware, Red Hat Linux, Data Center, Databases, Enterprise Architecture, Integration, Low Latency, Security, Storage, Storage Area Networks, High Availability
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science (BS) - CompSci and Applied Math and Statistics.
David Kopec's Swiss Bank Corporation Experience 1999 - 2000
Job Director, Credit Risk Management at Bank of TokyoMitsubishi
Industry Information Technology and Services
Experience
MUFG Americas August 2008 - Present
UBS Investment Bank 2006 - November 2007
UBS Investment Bank 2004 - 2005
UBS Investment Bank 2002 - 2003
SBC Warburg 1997 - 2002
Swiss Bank Corporation 1999 - 2000
Westpac 1994 - 1996
Westpac 1993 - 1994
Westpac 1991 - 1993
Skills
Business Analysis, Risk Management, Fixed Income, SDLC, Project Management, Investment Banking, Trading Systems, Financial Services, Databases, SQL, Credit Risk, Outsourcing, Program Management, CRM, Banking, Management, Trading, Cross-functional Team..., Back Office, Finance, Market Risk, Credit Derivatives, Derivatives, Capital Markets, FX Options, Interest Rate..., Structured Finance, Securities, Portfolio Management
Education
State University of New York College at Cortland 1980 — 1984
State University of New York - System
MUFG Americas August 2008 - Present
UBS Investment Bank 2006 - November 2007
UBS Investment Bank 2004 - 2005
UBS Investment Bank 2002 - 2003
SBC Warburg 1997 - 2002
Swiss Bank Corporation 1999 - 2000
Westpac 1994 - 1996
Westpac 1993 - 1994
Westpac 1991 - 1993
Skills
Business Analysis, Risk Management, Fixed Income, SDLC, Project Management, Investment Banking, Trading Systems, Financial Services, Databases, SQL, Credit Risk, Outsourcing, Program Management, CRM, Banking, Management, Trading, Cross-functional Team..., Back Office, Finance, Market Risk, Credit Derivatives, Derivatives, Capital Markets, FX Options, Interest Rate..., Structured Finance, Securities, Portfolio Management
Education
State University of New York College at Cortland 1980 — 1984
State University of New York - System
Ed Grant's Swiss Bank Corporation Experience 1984 - 1995
Job FVP at IDB Bank
Industry Banking
Experience
IDB Bank March 2008 - Present
HSBC Securities (USA), Inc. 2004 - 2008
HSBC Securities 2004 - 2008
ING Investment Banking 2000 - 2004
UBS 1984 - 1999
Swiss Bank Corporation 1984 - 1995
Skills
CPA, Series 7, 24, 27...
Education
Stockton University
IDB Bank March 2008 - Present
HSBC Securities (USA), Inc. 2004 - 2008
HSBC Securities 2004 - 2008
ING Investment Banking 2000 - 2004
UBS 1984 - 1999
Swiss Bank Corporation 1984 - 1995
Skills
CPA, Series 7, 24, 27...
Education
Stockton University
Laura Anson's Swiss Bank Corporation Experience 1994 - 1996
Job The James Group
Industry Marketing and Advertising
Experience
The James Group 2008 - Present
Camera Homefinders 1999 - 2005
Louise Bradley 1996 - 1998
Swiss Bank Corporation 1994 - 1996
Education
University of Manchester 1990 — 1994
BA, Languages, History and Psychology
The James Group 2008 - Present
Camera Homefinders 1999 - 2005
Louise Bradley 1996 - 1998
Swiss Bank Corporation 1994 - 1996
Education
University of Manchester 1990 — 1994
BA, Languages, History and Psychology
Brett Mehlman's Swiss Bank Corporation Experience 1992 - 1994
Job COO at Senior Care Development, LLC
Industry Real Estate
Experience
Senior Care Development, LLC Managing DirectorBNP Paribas1994 - 2007
Swiss Bank Corporation 1992 - 1994
Chemical Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Tufts University 1982 — 1986
BS, Mechanical Engineering
Senior Care Development, LLC Managing DirectorBNP Paribas1994 - 2007
Swiss Bank Corporation 1992 - 1994
Chemical Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Tufts University 1982 — 1986
BS, Mechanical Engineering
Diff Ritchie's Swiss Bank Corporation Experience 1991 - 1999
Job at Wilmington Trust Wealth Management
Industry Investment Management
Experience
Wilmington Trust Wealth Management January 2010 - Present
UBS Investment Bank 1991 - 1999
Swiss Bank Corporation 1991 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1978
MBA, Business
Wilmington Trust Wealth Management January 2010 - Present
UBS Investment Bank 1991 - 1999
Swiss Bank Corporation 1991 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1978
MBA, Business
Julia Kaufmann's Swiss Bank Corporation Experience February 1993 - April 1994
Job Change Management Director at UPMC
Industry Management Consulting
Experience
UPMC April 2013 - Present
Accenture March 2011 - August 2013
FastBook Partners July 2008 - August 2013
High Impact Coaching 2007 - August 2013
Dress for Success Morris County March 2009 - 2010
Goldman Sachs 2008 - 2009
Accenture 1995 - 2001
Citibank 1995 - 1996
Citi Group 1994 - 1995
Swiss Bank Corporation February 1993 - April 1994
Skills
Career Development, Strategy, Program Management, Talent Management, Leadership Development, Change Management, Leadership, Management Consulting, Succession Planning, Human Resources, Coaching, Organizational Design, Cross-functional Team..., Informatics, Health Informatics, Healthcare Management, Healthcare Information...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA
University of Pittsburgh 1989 — 1991
BA
Landschulheim Kempfenhausen 1986 — 1988
Abitur
UPMC April 2013 - Present
Accenture March 2011 - August 2013
FastBook Partners July 2008 - August 2013
High Impact Coaching 2007 - August 2013
Dress for Success Morris County March 2009 - 2010
Goldman Sachs 2008 - 2009
Accenture 1995 - 2001
Citibank 1995 - 1996
Citi Group 1994 - 1995
Swiss Bank Corporation February 1993 - April 1994
Skills
Career Development, Strategy, Program Management, Talent Management, Leadership Development, Change Management, Leadership, Management Consulting, Succession Planning, Human Resources, Coaching, Organizational Design, Cross-functional Team..., Informatics, Health Informatics, Healthcare Management, Healthcare Information...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA
University of Pittsburgh 1989 — 1991
BA
Landschulheim Kempfenhausen 1986 — 1988
Abitur
Mary Mortensen's Swiss Bank Corporation Experience July 1981 - July 1986
Job Freelance indexer at Mary Mortensen, Indexer
Industry Publishing
Experience
Mary Mortensen, Indexer February 1995 - Present
JP Morgan July 1986 - July 1994
Swiss Bank Corporation July 1981 - July 1986
Skills
International Relations, Economics, Social Sciences, Books, History, Publications, Textbooks, Politics, Publishing, Indexing, Academic Publishing, Non-fiction
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Studies
Wartburg College 1974 — 1978
BA, French
Mary Mortensen, Indexer February 1995 - Present
JP Morgan July 1986 - July 1994
Swiss Bank Corporation July 1981 - July 1986
Skills
International Relations, Economics, Social Sciences, Books, History, Publications, Textbooks, Politics, Publishing, Indexing, Academic Publishing, Non-fiction
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Studies
Wartburg College 1974 — 1978
BA, French
Michele Rosenfeld's Swiss Bank Corporation Experience 1988 - 1994
Job at
Industry Law Practice
Experience
Gwendolyn J. Sterk and the Family Law Group January 2015 - Present
Law Office of Michele A. Rosenfeld August 2009 - January 2014
Wakenight and Associates 2008 - 2009
Swiss Bank Corporation 1988 - 1994
Skills
Family Law
Education
University of Nebraska-Lincoln 1994 — 1997
JD, Law
University of Illinois Chicago 1986 — 1991
Bachelors, Economics
Gwendolyn J. Sterk and the Family Law Group January 2015 - Present
Law Office of Michele A. Rosenfeld August 2009 - January 2014
Wakenight and Associates 2008 - 2009
Swiss Bank Corporation 1988 - 1994
Skills
Family Law
Education
University of Nebraska-Lincoln 1994 — 1997
JD, Law
University of Illinois Chicago 1986 — 1991
Bachelors, Economics
Ashraf Rizvi's Swiss Bank Corporation Experience March 1995 - March 1999
Job Partner at SummerHaven Investment Management
Industry Financial Services
Experience
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
SummerHaven Investment Management October 2008 - Present
Rizvi Capital Management February 2008 - October 2008
UBS Investment Bank November 2007 - February 2008
UBS Investment Bank March 2007 - November 2007
UBS Investment Bank March 2005 - March 2007
UBS Investment Bank March 2001 - March 2005
UBS Investment Bank March 1999 - March 2001
Swiss Bank Corporation March 1995 - March 1999
Swiss Bank Corporation October 1994 - March 1995
Credit Suisse April 1993 - September 1994
Skills
Risk Management, Derivatives, Commodity, FX Options, Trading, Rates, Investment Banking, FX trading, Management, Emerging Markets, Options, Prime Brokerage, Hedge Funds, Capital Markets, Forwards, Fixed Income, Currency, Private Equity, Bloomberg, Structured Products, Alternative Investments, Financial Markets, Structured Finance, Equities, Asset Management, Swaps, Investment Management, Securities, High Yield, Private Placements, Foreign Exchange, Electronic Trading, Credit Derivatives, Equity Trading, ETFs, Interest Rate..., Market Risk, Trading Systems, Hedging, Bonds, Financial Structuring, Proprietary Trading, Quantitative Finance, Securitization, Valuation, Trading Strategies
Education
University of Pennsylvania - The Wharton School 1983 — 1986
BSE, Finance and Management
Winston Lacayo's Swiss Bank Corporation Experience July 1986 - January 1995
Job Investment Banker
Industry Investment Banking
Experience
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
a January 2006 - Present
UBS January 1999 - March 2003
UBS Warburg January 1995 - 1999
Swiss Bank Corporation July 1986 - January 1995
NSHMBA New York 1988 - 1991
Skills
Investment Banking
Education
University of Rochester - Simon Business School 1984 — 1986
MBA, Finance
Tulane University 1980 — 1984
BSE, Chemical Engineering
Pamela Leslie's Swiss Bank Corporation Experience 1978 - 1987
Job Director, Risk Projects at UBS Wealth Management (retired)
Industry Banking
Experience
UBS Wealth Management January 2006 - April 2010
UBS Wealth Management December 1987 - 2006
Swiss Bank Corporation 1978 - 1987
Education
Thunderbird School of Global Management 1976 — 1977
MBA, International Finance
University of Colorado Boulder 1972 — 1975
BA, Romance Languages
Miami Beach Senior High 1970 — 1973
High School
UBS Wealth Management January 2006 - April 2010
UBS Wealth Management December 1987 - 2006
Swiss Bank Corporation 1978 - 1987
Education
Thunderbird School of Global Management 1976 — 1977
MBA, International Finance
University of Colorado Boulder 1972 — 1975
BA, Romance Languages
Miami Beach Senior High 1970 — 1973
High School
Steven Chee's Swiss Bank Corporation Experience 1992 - 1994
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
UBS January 2008 - October 2010
UBS WARBURG 2001 - 2008
UBS 1998 - 2001
SBC Warburg Dillon Read 1994 - 1998
Swiss Bank Corporation 1992 - 1994
O’Connor & Associates / SBC–O’CONNOR 1990 - 1992
Skills
FX Options, Derivatives, Options, FX Derivatives, Foreign Exchange, Financial Markets, Fixed Income, Trading Systems, Proprietary Trading, Market Risk, Investment Banking, Capital Markets, Trading Strategies, Equities, Financial Risk, Structured Products, Portfolio Management, Trading, Electronic Trading, Alternative Investments, Commodity, Securities, Prime Brokerage, Interest Rate..., Equity Derivatives, Bloomberg, Bonds, FX trading, Currency
Education
University of Oregon
Finance, Marketing
Bob Frisch's Swiss Bank Corporation Experience 1982 - 1984
Job Capital Raising Services for Fundless Sponsors
Industry Investment Banking
Experience
Frisch Capital Partners, LLC 1996 - Present
GE Capital 1994 - 1995
Heller Financial 1987 - 1994
CreditAnstalt 1984 - 1987
Swiss Bank Corporation 1982 - 1984
Manufacturers Hanover Trust 1979 - 1982
Skills
Investment Banking, Valuation, Capital Markets, Private Equity, Mezzanine, Corporate Finance, Financial Modeling, Private Placements, Financial Analysis, Venture Capital, Leveraged Finance, Corporate Development, Fundless Sponsors, Independent Sponsors, Debt & Equity Capital...
Education
University of Pennsylvania
International Relations, Economics
Phillips Exeter 1971 — 1973
Frisch Capital Partners, LLC 1996 - Present
GE Capital 1994 - 1995
Heller Financial 1987 - 1994
CreditAnstalt 1984 - 1987
Swiss Bank Corporation 1982 - 1984
Manufacturers Hanover Trust 1979 - 1982
Skills
Investment Banking, Valuation, Capital Markets, Private Equity, Mezzanine, Corporate Finance, Financial Modeling, Private Placements, Financial Analysis, Venture Capital, Leveraged Finance, Corporate Development, Fundless Sponsors, Independent Sponsors, Debt & Equity Capital...
Education
University of Pennsylvania
International Relations, Economics
Phillips Exeter 1971 — 1973
Cathy Kim Penny's Swiss Bank Corporation Experience 1987 - 1989
Job COO, Penny Corp
Industry Financial Services
Experience
Silicon Valley Bank 1992 - 1994
Heller Financial 1989 - 1992
Swiss Bank Corporation 1987 - 1989
The World Bank 1986 - 1986
Education
The University of Chicago 1981 — 1985
Biology
William E. Simon School of Business
Master of Business Administration (M.B.A.), Finance
Silicon Valley Bank 1992 - 1994
Heller Financial 1989 - 1992
Swiss Bank Corporation 1987 - 1989
The World Bank 1986 - 1986
Education
The University of Chicago 1981 — 1985
Biology
William E. Simon School of Business
Master of Business Administration (M.B.A.), Finance
Steve Fischer's Swiss Bank Corporation Experience September 1989 - March 1995
Job Managing Director at ING Capital LLC
Industry Financial Services
Experience
ING Capital LLC March 1995 - August 2014
Swiss Bank Corporation September 1989 - March 1995
ABB Energy Ventures September 1988 - September 1989
Skills
Capital Markets, Corporate Finance, Credit Risk, Financial Structuring, Investment Banking, Portfolio Management, Private Equity, Project Finance, Risk Management, Structured Finance, Leveraged Finance, Valuation, Due Diligence, Emerging Markets, Equities, Fixed Income
Education
Fairleigh Dickinson University-College at Florham 1984 — 1986
Master of Business Administration (M.B.A.), International Finance
The University of Connecticut School of Business 1969 — 1973
Bachelor's Degree, Accounting
ING Capital LLC March 1995 - August 2014
Swiss Bank Corporation September 1989 - March 1995
ABB Energy Ventures September 1988 - September 1989
Skills
Capital Markets, Corporate Finance, Credit Risk, Financial Structuring, Investment Banking, Portfolio Management, Private Equity, Project Finance, Risk Management, Structured Finance, Leveraged Finance, Valuation, Due Diligence, Emerging Markets, Equities, Fixed Income
Education
Fairleigh Dickinson University-College at Florham 1984 — 1986
Master of Business Administration (M.B.A.), International Finance
The University of Connecticut School of Business 1969 — 1973
Bachelor's Degree, Accounting
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ