Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Salaries. You can even request information on how much does Bankers Trust pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust directly from the past employees.
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1,851 Bankers Trust employees in database. Find out everything there's to know about Bankers Trust employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bankers Trust Employees
Employee
Years
Job
Industry
Frank R. Castro Jr. Frank R. Castro Jr.'s Bankers Trust Experience July 1994 - May 1995
Job Financial Advisor at Evershore Financial Group
Industry Financial Services
Experience
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Evershore Financial Group July 2014 - Present
International Fund Services December 2005 - October 2010
MetLife Financial Services July 2002 - November 2005
COLDWELL BANKER RESIDENTIAL REAL ESTATE September 1998 - July 2002
Beddows Commodities Inc March 1998 - September 1998
Chase Manhattan Bank May 1995 - January 1998
Bankers Trust July 1994 - May 1995
Dean Witter/Intercapital July 1993 - July 1994
Skills
Financial Strategies, Retirement Strategies, Wealth Management, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, College Funding..., Finance, Financial Strategies...
Education
State University of New York College at Oswego
B.S, Accounting
Monsignor Farrell
Melissa Beeli (Molly Otto) Melissa Beeli (Molly Otto)'s Bankers Trust Experience 1993 - 1998
Job Client Manager at Coastal Financial Group
Industry Human Resources
Experience
Coastal Financial Group 2014 - Present
ESP Computer Services October 2010 - May 2014
ESP Computer Services November 2011 - September 2012
Bankers Trust / Deutsche Bank 1993 - 1998
Bankers Trust 1993 - 1998
San Diego State University 1980 - 1984
Skills
Budgets, Strategic Planning, Start-ups, Investments, Real Estate, Management, Sales
Education
San Diego State University-California State University
Psychology, Public Administration
San Diego State University-California State University
Bachelor's degree, Psychology
Coastal Financial Group 2014 - Present
ESP Computer Services October 2010 - May 2014
ESP Computer Services November 2011 - September 2012
Bankers Trust / Deutsche Bank 1993 - 1998
Bankers Trust 1993 - 1998
San Diego State University 1980 - 1984
Skills
Budgets, Strategic Planning, Start-ups, Investments, Real Estate, Management, Sales
Education
San Diego State University-California State University
Psychology, Public Administration
San Diego State University-California State University
Bachelor's degree, Psychology
Marla Trussell Marla Trussell's Bankers Trust Experience 1985 - 1987
Job Your Trusted Real Estate Source since 2003
Industry Real Estate
Experience
Coldwell Banker September 2006 - Present
Century 21 Sea Coast July 2003 - January 2006
20th Century Plastics 2001 - 2003
Robert Half Management Resources June 2000 - April 2001
Healthcare Microsystems April 1994 - December 1998
Computron Software June 1992 - April 1994
Security Pacific Bank October 1987 - April 1989
Bankers Trust 1985 - 1987
Skills
REO, Foreclosures, Real Estate, Short Sales, Sellers, Buyers, Loans, Investment Properties, Relocation, Investors, Referrals, First Time Home Buyers, 1031 Exchanges, Condos, Single Family Homes
Education
University of California, San Diego 2012 — 2014
Accounting
University of Southern California - Marshall School of Business 1989 — 1993
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
Coldwell Banker September 2006 - Present
Century 21 Sea Coast July 2003 - January 2006
20th Century Plastics 2001 - 2003
Robert Half Management Resources June 2000 - April 2001
Healthcare Microsystems April 1994 - December 1998
Computron Software June 1992 - April 1994
Security Pacific Bank October 1987 - April 1989
Bankers Trust 1985 - 1987
Skills
REO, Foreclosures, Real Estate, Short Sales, Sellers, Buyers, Loans, Investment Properties, Relocation, Investors, Referrals, First Time Home Buyers, 1031 Exchanges, Condos, Single Family Homes
Education
University of California, San Diego 2012 — 2014
Accounting
University of Southern California - Marshall School of Business 1989 — 1993
MBA, Real Estate
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
Diana Calligan Diana Calligan's Bankers Trust Experience 1978 - 1981
Job sales rep
Industry Marketing and Advertising
Experience
Self-employed 2006 - Present
Weightman Advertising 1988 - 1993
Baker Spielvogel Bates Advertising 1984 - 1988
Dancer Fitzgerald Sample Advertising 1983 - 1984
Bankers Trust 1978 - 1981
Skills
Sales, Direct Sales, Event Management, Event Based Marketing, Advertising, Trade Shows, Market Research, Videography, Interviews, Brand Management
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA), Marketing
Smith College 1974 — 1978
Bachelor's degree, Economics
Greenwich High School 1971 — 1974
Self-employed 2006 - Present
Weightman Advertising 1988 - 1993
Baker Spielvogel Bates Advertising 1984 - 1988
Dancer Fitzgerald Sample Advertising 1983 - 1984
Bankers Trust 1978 - 1981
Skills
Sales, Direct Sales, Event Management, Event Based Marketing, Advertising, Trade Shows, Market Research, Videography, Interviews, Brand Management
Education
Tuck School of Business at Dartmouth 1981 — 1983
Master of Business Administration (MBA), Marketing
Smith College 1974 — 1978
Bachelor's degree, Economics
Greenwich High School 1971 — 1974
Valentina Glaviano, CIMA Valentina Glaviano, CIMA's Bankers Trust Experience 1994 - 1997
Job Investment Management Executive
Industry Investment Management
Experience
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Lattice Strategies, LLC January 2015 - Present
MS Consulting June 2012 - January 2015
Altegris Investments September 2012 - July 2013
Guggenheim Partners - formerly Rydex/SG Investors August 2010 - May 2012
iShares/Barclays Global Investors, acquired by BlackRock May 2007 - February 2010
Lazard Asset Management 1997 - 2007
Bankers Trust 1994 - 1997
Skills
Alternative Investments, Investments, Portfolio Management, ETFs, Mutual Funds, Asset Allocation, Investment Strategies, Capital Markets, Investment Management, Hedge Funds, Series 7, Structured Products, Sales Management, Strategy, Asset Management, Risk Management, Financial Services, Start-ups, Product Development, Distribution Strategies, Finance, Fixed Income, Equities, FINRA, Series 63, High Net Worth..., Investment Advisory, Business Development, Wealth Management, Financial Advisory, Series 24, Securities, Financial Markets, Separately Managed..., Private Equity, Fund Of Funds, Emerging Markets, Investment Banking
Education
University of California, Los Angeles 1982 — 1986
BS, Economics
Chartered Alternative Investment Analyst Association
CAIA designation candidate
Stanford Graduate School of Business 2009 — 2009
UC Berkeley Haas School of Business 2008 — 2008
Wharton School, University of Pennsylvania 2004 — 2004
AIA, Alternative Investment Analyst
Wharton School, University of Pennsylvania 1999 — 2000
CIMA, Certified Investment Management Analyst
Teri Akin Teri Akin's Bankers Trust Experience 1965 - 1967
Job Fine Art Documentary Photographer
Industry Photography
Experience
Self-employed 2002 - Present
Citibank 1969 - 1974
Cybernetics International 1967 - 1969
Bankers Trust 1965 - 1967
Education
Smith College 1961 — 1965
BS, Mathematics
Self-employed 2002 - Present
Citibank 1969 - 1974
Cybernetics International 1967 - 1969
Bankers Trust 1965 - 1967
Education
Smith College 1961 — 1965
BS, Mathematics
Susan Murray Susan Murray's Bankers Trust Experience September 1988 - August 1989
Job Talent Acquisition/Employee Relations
Industry Human Resources
Experience
Resources Global Professionals 2001 - 2014
Resources Global Professionals 2000 - 2001
Resources Global Professionals February 2000 - November 2000
Metrologic Instruments 1998 - 2000
Franklin Electronic Publishers 1995 - 1998
Rittenhouse Development Company 1989 - 1995
Bankers Trust September 1988 - August 1989
Bowman & Company 1987 - 1988
Skills
Compensation, Employee Relations, Recruitment/Retention, Talent Acquisition, Talent Management, College Recruiting, Onboarding, HRIS, Applicant Tracking..., Deferred Compensation, Change Management, Workforce Planning, Process Improvement, Recruiting, Performance Management, Succession Planning, Internet Recruiting, Training, Strategy, Employee Benefits, New Hire Orientations, Human Resources, Management, Career Development, Policy, Employee Engagement, Sourcing, Technical Recruiting, Consulting
Education
Rutgers University-New Brunswick
NextGen HR Masters Certificate Program, Human Resources Development
Villanova University 1999 — 2001
MS, Human Resources
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
RVRHS
Resources Global Professionals 2001 - 2014
Resources Global Professionals 2000 - 2001
Resources Global Professionals February 2000 - November 2000
Metrologic Instruments 1998 - 2000
Franklin Electronic Publishers 1995 - 1998
Rittenhouse Development Company 1989 - 1995
Bankers Trust September 1988 - August 1989
Bowman & Company 1987 - 1988
Skills
Compensation, Employee Relations, Recruitment/Retention, Talent Acquisition, Talent Management, College Recruiting, Onboarding, HRIS, Applicant Tracking..., Deferred Compensation, Change Management, Workforce Planning, Process Improvement, Recruiting, Performance Management, Succession Planning, Internet Recruiting, Training, Strategy, Employee Benefits, New Hire Orientations, Human Resources, Management, Career Development, Policy, Employee Engagement, Sourcing, Technical Recruiting, Consulting
Education
Rutgers University-New Brunswick
NextGen HR Masters Certificate Program, Human Resources Development
Villanova University 1999 — 2001
MS, Human Resources
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
RVRHS
Lori Paradis Lori Paradis's Bankers Trust Experience March 1995 - June 1999
Job Executive Assistant at Spirax Sarco Canada Limited
Industry Mechanical or Industrial Engineering
Experience
Spirax Sarco Canada Limited February 2014 - Present
Platinex Inc, June 2008 - February 2014
IUOE Local 793 June 2000 - June 2008
Bankers Trust March 1995 - June 1999
Skills
Mining, Cash Management, Mineral Exploration, Finance, Company Secretarial Work, Corporate Governance, Accounting, Account Reconciliation, General Ledger, Payroll, Bank Reconciliation, Spreadsheets, Equities, Gold, Corporate Finance, Journal Entries, Financial Statements
Education
Seneca College of Applied Arts and Technology
Spirax Sarco Canada Limited February 2014 - Present
Platinex Inc, June 2008 - February 2014
IUOE Local 793 June 2000 - June 2008
Bankers Trust March 1995 - June 1999
Skills
Mining, Cash Management, Mineral Exploration, Finance, Company Secretarial Work, Corporate Governance, Accounting, Account Reconciliation, General Ledger, Payroll, Bank Reconciliation, Spreadsheets, Equities, Gold, Corporate Finance, Journal Entries, Financial Statements
Education
Seneca College of Applied Arts and Technology
Charlie Haas Charlie Haas's Bankers Trust Experience November 1996 - February 1998
Job Spine Specialist at NuVasive
Industry Hospital & Health Care
Experience
NuVasive March 2013 - Present
Office Depot February 2011 - March 2013
Nutrition Market April 2009 - January 2011
Custom Muscle Nutrition May 2008 - January 2011
World Wrestling Entertainment October 2000 - March 2010
Goldman Sachs April 1999 - January 2001
The Bank of New York February 1998 - March 1999
Bankers Trust November 1996 - February 1998
William T Cruise May 1995 - August 1996
LA Transport May 1994 - August 1994
Skills
B2B, New Business Development, Marketing, Marketing Strategy, Management, Business, Market Planning, Cold Calling, Account Management, Sales, Sales Management, Customer Retention, Sales Operations, Solution Selling, Sales Process, Trade Shows, Online Marketing, Sales Presentations, Retail, Social Networking, CRM, Business Development, Advertising, Direct Sales, Salesforce.com, Social Media Marketing, Strategic Partnerships, SEO, Merchandising, Leadership, Selling, Pricing, Key Account Management, Online Advertising, Training, Networking, Time Management, Market Research, Team Building, Lead Generation, Building Relationships, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Entrepreneurship, Forecasting, Key Account Development
Education
Seton Hall University 1991 — 1996
Bachelor of Science, Economics
Edmond High School 1987 — 1991
General, General
NuVasive March 2013 - Present
Office Depot February 2011 - March 2013
Nutrition Market April 2009 - January 2011
Custom Muscle Nutrition May 2008 - January 2011
World Wrestling Entertainment October 2000 - March 2010
Goldman Sachs April 1999 - January 2001
The Bank of New York February 1998 - March 1999
Bankers Trust November 1996 - February 1998
William T Cruise May 1995 - August 1996
LA Transport May 1994 - August 1994
Skills
B2B, New Business Development, Marketing, Marketing Strategy, Management, Business, Market Planning, Cold Calling, Account Management, Sales, Sales Management, Customer Retention, Sales Operations, Solution Selling, Sales Process, Trade Shows, Online Marketing, Sales Presentations, Retail, Social Networking, CRM, Business Development, Advertising, Direct Sales, Salesforce.com, Social Media Marketing, Strategic Partnerships, SEO, Merchandising, Leadership, Selling, Pricing, Key Account Management, Online Advertising, Training, Networking, Time Management, Market Research, Team Building, Lead Generation, Building Relationships, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Entrepreneurship, Forecasting, Key Account Development
Education
Seton Hall University 1991 — 1996
Bachelor of Science, Economics
Edmond High School 1987 — 1991
General, General
Will Gourd Will Gourd's Bankers Trust Experience 1985 - 1987
Job Managing Director at UBS Financial Services, Inc.
Industry Banking
Experience
UBS Private Wealth Management September 2008 - Present
Lehman Brothers March 2005 - September 2008
JP Morgan Private Bank 1994 - March 2005
Smith Barney 1987 - 1994
Bankers Trust 1985 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Skidmore College 1981 — 1985
Economics and Business
Suffield Acadamy 1978 — 1981
UBS Private Wealth Management September 2008 - Present
Lehman Brothers March 2005 - September 2008
JP Morgan Private Bank 1994 - March 2005
Smith Barney 1987 - 1994
Bankers Trust 1985 - 1987
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance
Skidmore College 1981 — 1985
Economics and Business
Suffield Acadamy 1978 — 1981
Maria Bastone Maria Bastone's Bankers Trust Experience 1996 - 1998
Job Client Support & Project Manager
Industry Banking
Experience
Deutsche Bank 2006 - 2010
Deutsche Bank 1998 - 2010
Bankers Trust 1996 - 1998
Bankers Trust 1994 - 1996
Anchor Savings Bank 1986 - 1994
Skills
Banking, Back Office, Payments, SWIFT payments, Risk Management, Financial Services, Vendor Management, Investment Banking, Financial Risk, FX Options, Disaster Recovery, Transaction Processing, Accounting, Process Improvement, Account Management, Business Analysis, Project Management, Management, Cash Management, Transaction Research, Client Support, Lockbox Services
Education
William Paterson University of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Sociology and Business Administration
Southern New Hampshire University
Master of Business Administration (MBA), Finance and Financial Management Services
Deutsche Bank 2006 - 2010
Deutsche Bank 1998 - 2010
Bankers Trust 1996 - 1998
Bankers Trust 1994 - 1996
Anchor Savings Bank 1986 - 1994
Skills
Banking, Back Office, Payments, SWIFT payments, Risk Management, Financial Services, Vendor Management, Investment Banking, Financial Risk, FX Options, Disaster Recovery, Transaction Processing, Accounting, Process Improvement, Account Management, Business Analysis, Project Management, Management, Cash Management, Transaction Research, Client Support, Lockbox Services
Education
William Paterson University of New Jersey 1986 — 1991
Bachelor of Arts (B.A.), Sociology and Business Administration
Southern New Hampshire University
Master of Business Administration (MBA), Finance and Financial Management Services
Erin Lemon's Bankers Trust Experience January 1987 - June 1990
Job Realtor®, Iowa Realty
Industry Real Estate
Experience
Iowa Realty July 2014 - Present
Keller Williams Greater Des Moines 2012 - 2014
Hall Tree April 2012 - October 2012
Midwest Oral and Facial Surgery PC December 2001 - March 2010
The Heart and Lung Assiciation October 1995 - June 2000
Jay p Malmquist August 1990 - June 1994
Jesuit High School, Portland OR September 1990 - September 1992
Bankers Trust January 1987 - June 1990
Skills
Accounts Payable, Accounts Receivable, Health Insurance, Fundraising, Administrative..., Customer Service, Microsoft Excel, Graphic Design, Internet, IFRS, Invoicing, Leadership, Microsoft Office, Marketing Research, Non-profits, QuickBooks, Problem Solving, Creative Writing, Public Relations, Facebook, Marketing Communications, Access, Social Media Marketing, Advertising, Team Building, Data Analysis, Negotiation, Residential Homes, Real Estate, Marketing, Real Estate Transactions, New Homes, Selling, Rentals, Relocation Buyers, Move Up Buyers, New Home Sales, Buyer Representation, First Time Home Buyers, Single Family Homes, Buyers, Relocation, Foreclosures, Listings, Event Management, Sellers, Council of Residential..., ABR, Seller Representation, REO
Education
Iowa Realtors Association 2012 — 2015
Licensed Iowa Realtor, Real Estate
Simpson College 1986 — 1990
Bachelor's Degree, Communication and Media Studies
Sioux Valley High School 1983 — 1986
High School, Communication and Media Studies
Iowa Realty July 2014 - Present
Keller Williams Greater Des Moines 2012 - 2014
Hall Tree April 2012 - October 2012
Midwest Oral and Facial Surgery PC December 2001 - March 2010
The Heart and Lung Assiciation October 1995 - June 2000
Jay p Malmquist August 1990 - June 1994
Jesuit High School, Portland OR September 1990 - September 1992
Bankers Trust January 1987 - June 1990
Skills
Accounts Payable, Accounts Receivable, Health Insurance, Fundraising, Administrative..., Customer Service, Microsoft Excel, Graphic Design, Internet, IFRS, Invoicing, Leadership, Microsoft Office, Marketing Research, Non-profits, QuickBooks, Problem Solving, Creative Writing, Public Relations, Facebook, Marketing Communications, Access, Social Media Marketing, Advertising, Team Building, Data Analysis, Negotiation, Residential Homes, Real Estate, Marketing, Real Estate Transactions, New Homes, Selling, Rentals, Relocation Buyers, Move Up Buyers, New Home Sales, Buyer Representation, First Time Home Buyers, Single Family Homes, Buyers, Relocation, Foreclosures, Listings, Event Management, Sellers, Council of Residential..., ABR, Seller Representation, REO
Education
Iowa Realtors Association 2012 — 2015
Licensed Iowa Realtor, Real Estate
Simpson College 1986 — 1990
Bachelor's Degree, Communication and Media Studies
Sioux Valley High School 1983 — 1986
High School, Communication and Media Studies
Gina Sapnar Gina Sapnar's Bankers Trust Experience June 1983 - May 1987
Job Banking/Financial Analysis/Finance
Industry Banking
Experience
Sunnyfield Corporation September 2008 - May 2013
United Jersey Bank/Summit Bank May 1990 - January 1996
First Fidelity Bank June 1987 - April 1990
Bankers Trust June 1983 - May 1987
Skills
Public Speaking, Teaching, Strategic Planning, Short Sales, Customer Service, Sales, Coaching, Fitness, Research, Marketing, Wellness, Event Planning, Curriculum Design, Sales Management, Social Networking, Finance, Loans, Budgets, Negotiation, Insurance
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
University of Vermont
Bachelor of Science (BS), Botany/Plant Biology
Sunnyfield Corporation September 2008 - May 2013
United Jersey Bank/Summit Bank May 1990 - January 1996
First Fidelity Bank June 1987 - April 1990
Bankers Trust June 1983 - May 1987
Skills
Public Speaking, Teaching, Strategic Planning, Short Sales, Customer Service, Sales, Coaching, Fitness, Research, Marketing, Wellness, Event Planning, Curriculum Design, Sales Management, Social Networking, Finance, Loans, Budgets, Negotiation, Insurance
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
University of Vermont
Bachelor of Science (BS), Botany/Plant Biology
Kurt Schoknecht Kurt Schoknecht's Bankers Trust Experience January 1992 - August 1999
Job Managing Partner, The Cardinal Partners
Industry Financial Services
Experience
The Cardinal Partners March 2008 - Present
Greenwich Associates March 2012 - April 2014
BlackRock May 2011 - February 2012
AllianceBernstein August 1999 - February 2008
Bankers Trust January 1992 - August 1999
McKinsey & Company February 1988 - January 1992
Citibank June 1977 - September 1988
Skills
Management Consulting, Recruiting, Asset Managment, Investments, Mutual Funds, Investment Management, Equities, Private Equity, Asset Allocation, Asset Management, Corporate Finance, Emerging Markets, Finance, Financial Services, Risk Management, Series 7, Strategic Financial..., Strategy
Education
Stanford University Graduate School of Business 1975 — 1977
M.B.A., Finance
Stanford University 1969 — 1973
B.A., History, Mathematics, German
The Cardinal Partners March 2008 - Present
Greenwich Associates March 2012 - April 2014
BlackRock May 2011 - February 2012
AllianceBernstein August 1999 - February 2008
Bankers Trust January 1992 - August 1999
McKinsey & Company February 1988 - January 1992
Citibank June 1977 - September 1988
Skills
Management Consulting, Recruiting, Asset Managment, Investments, Mutual Funds, Investment Management, Equities, Private Equity, Asset Allocation, Asset Management, Corporate Finance, Emerging Markets, Finance, Financial Services, Risk Management, Series 7, Strategic Financial..., Strategy
Education
Stanford University Graduate School of Business 1975 — 1977
M.B.A., Finance
Stanford University 1969 — 1973
B.A., History, Mathematics, German
Francis Irizarry Francis Irizarry's Bankers Trust Experience 1996 - 1998
Job Assistant Vice President at HSBC
Industry Banking
Experience
HSBC Securities Inc January 2000 - Present
Citibank SSB division 2000 - 2001
Ing Barings 1998 - 2000
Bankers Trust 1996 - 1998
Education
Stevenson High School 1984 — 1988
HS Diploma, General studies
SUNY Oswego
n/a, English
HSBC Securities Inc January 2000 - Present
Citibank SSB division 2000 - 2001
Ing Barings 1998 - 2000
Bankers Trust 1996 - 1998
Education
Stevenson High School 1984 — 1988
HS Diploma, General studies
SUNY Oswego
n/a, English
Bill Garry Bill Garry's Bankers Trust Experience 1990 - 1993
Job MD at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems SVPChase1993 - 1998
Bankers Trust 1990 - 1993
Skills
Capital Markets, Risk Management, Account Management
Education
Saint Bonaventure University
SunGard Financial Systems SVPChase1993 - 1998
Bankers Trust 1990 - 1993
Skills
Capital Markets, Risk Management, Account Management
Education
Saint Bonaventure University
Marc Jellinek Marc Jellinek's Bankers Trust Experience 1998 - 1999
Job Sr. Lead Consultant at Catapult Systems
Industry Computer Software
Experience
Catapult Systems December 2013 - Present
Professional Association for SQL Server December 2012 - December 2013
Microsoft September 2012 - December 2013
Neudesic January 2012 - November 2013
Ernst & Young February 2011 - August 2011
Major League Baseball Network November 2008 - February 2011
Corporate Technologies Inc February 2008 - November 2008
Parental Notifications August 2004 - March 2008
Microsoft March 1999 - July 2004
Bankers Trust 1998 - 1999
Skills
Data Warehousing, ETL, Business Intelligence, Project Management, Databases, Microsoft SQL Server, Software Development, SQL, OLAP, Data Modeling, .NET, Database Design, Business Objects, T-SQL, Data Integration, ERP, Data Quality, Enterprise Software, SSRS, SSIS, Enterprise Architecture, Solution Architecture, SDLC, Analysis Services, Performance Tuning, Data Warehouse..., SharePoint, Application Architecture, TFS, Master Data Management, Agile Methodologies, Pre-sales, Consulting, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1991
BS/BFA, Computer Science / Visual Art
Catapult Systems December 2013 - Present
Professional Association for SQL Server December 2012 - December 2013
Microsoft September 2012 - December 2013
Neudesic January 2012 - November 2013
Ernst & Young February 2011 - August 2011
Major League Baseball Network November 2008 - February 2011
Corporate Technologies Inc February 2008 - November 2008
Parental Notifications August 2004 - March 2008
Microsoft March 1999 - July 2004
Bankers Trust 1998 - 1999
Skills
Data Warehousing, ETL, Business Intelligence, Project Management, Databases, Microsoft SQL Server, Software Development, SQL, OLAP, Data Modeling, .NET, Database Design, Business Objects, T-SQL, Data Integration, ERP, Data Quality, Enterprise Software, SSRS, SSIS, Enterprise Architecture, Solution Architecture, SDLC, Analysis Services, Performance Tuning, Data Warehouse..., SharePoint, Application Architecture, TFS, Master Data Management, Agile Methodologies, Pre-sales, Consulting, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1991
BS/BFA, Computer Science / Visual Art
Ralph Colon - CPA Ralph Colon - CPA's Bankers Trust Experience July 1997 - May 1999
Job Head of Internal Audit
Industry Accounting
Experience
Greater New York Insurance Companies June 2006 - Present
Citi May 2005 - June 2006
Citi April 2000 - May 2005
Fidelity Investments May 1999 - April 2000
Bankers Trust July 1997 - May 1999
Fidelity Investments October 1995 - July 1997
PwC October 1993 - October 1995
Skills
Internal Audit, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, External Audit, Financial Reporting, GAAP, Financial Audits, IFRS, Financial Accounting, Enterprise Risk..., Assurance, SEC filings, Sarbanes-Oxley, CPA, Financial Statements, Financial Analysis, COSO
Education
St. Francis College
Bachelor of Science (BS), Accounting
Greater New York Insurance Companies June 2006 - Present
Citi May 2005 - June 2006
Citi April 2000 - May 2005
Fidelity Investments May 1999 - April 2000
Bankers Trust July 1997 - May 1999
Fidelity Investments October 1995 - July 1997
PwC October 1993 - October 1995
Skills
Internal Audit, Internal Controls, Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, External Audit, Financial Reporting, GAAP, Financial Audits, IFRS, Financial Accounting, Enterprise Risk..., Assurance, SEC filings, Sarbanes-Oxley, CPA, Financial Statements, Financial Analysis, COSO
Education
St. Francis College
Bachelor of Science (BS), Accounting
Gale Hagele Gale Hagele's Bankers Trust Experience July 1983 - December 1993
Job VP Product Management and Business Development at Royal Bank of Scotland/Citizens Bank
Industry Banking
Experience
RBS Citizens 2011 - 2014
The Mergis Group October 2008 - June 2011
Bank of America 2003 - 2008
Citigroup 1997 - 2003
Financial Performance Corp 1995 - 1997
The Chase Manhattan Bank January 1994 - September 1995
Bankers Trust July 1983 - December 1993
Skills
Program Management, Business Development, Management, CRM, Marketing, Banking, Cash Management, Financial Services, Payments, Strategy, Credit Cards, Cross-functional Team..., Sales, Risk Management, Marketing Strategy, Direct Marketing, Product Management, Leadership, Vendor Management
Education
Saint Lawrence University 1981 — 1985
BS, Economics
Blind Brook HS
RBS Citizens 2011 - 2014
The Mergis Group October 2008 - June 2011
Bank of America 2003 - 2008
Citigroup 1997 - 2003
Financial Performance Corp 1995 - 1997
The Chase Manhattan Bank January 1994 - September 1995
Bankers Trust July 1983 - December 1993
Skills
Program Management, Business Development, Management, CRM, Marketing, Banking, Cash Management, Financial Services, Payments, Strategy, Credit Cards, Cross-functional Team..., Sales, Risk Management, Marketing Strategy, Direct Marketing, Product Management, Leadership, Vendor Management
Education
Saint Lawrence University 1981 — 1985
BS, Economics
Blind Brook HS
Lisa Coca's Bankers Trust Experience 1990 - 1993
Job Managing Director, Corporate Venture Investments & Commercial Development
Industry Venture Capital & Private Equity
Experience
HourlyNerd January 2015 - Present
Ascendify January 2015 - Present
GE Ventures January 2012 - Present
GE Capital Real Estate January 2009 - December 2011
GE Capital Real Estate January 2005 - December 2008
Deutsche Bank June 1999 - December 2002
GE Capital Real Estate 1995 - 1998
Bankers Trust 1990 - 1993
Skills
Corporate Venture..., New Business Development, Clean Energy..., Investments, Marketing, Marketing Strategy, Commercial Real Estate, Energy Efficiency, International, Sustainability
Education
Stanford GSB 1993 — 1995
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelors of Science, Economics, Finance Major, Graduated, cum laude
HourlyNerd January 2015 - Present
Ascendify January 2015 - Present
GE Ventures January 2012 - Present
GE Capital Real Estate January 2009 - December 2011
GE Capital Real Estate January 2005 - December 2008
Deutsche Bank June 1999 - December 2002
GE Capital Real Estate 1995 - 1998
Bankers Trust 1990 - 1993
Skills
Corporate Venture..., New Business Development, Clean Energy..., Investments, Marketing, Marketing Strategy, Commercial Real Estate, Energy Efficiency, International, Sustainability
Education
Stanford GSB 1993 — 1995
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelors of Science, Economics, Finance Major, Graduated, cum laude
Jim Convery Jim Convery's Bankers Trust Experience August 1994 - May 1995
Job Developer/Consultant at Unlimited Solutions
Industry Information Technology and Services
Experience
Unlimited Solutions August 2008 - Present
Agency.com November 2006 - July 2008
15secondpitch.com 2002 - 2008
International Institute for Learning May 2004 - January 2006
Ziff Davis Media March 2001 - November 2001
Advance Newhouse April 1998 - September 2001
AIG Financial Products November 1995 - April 1996
Bankers Trust August 1994 - May 1995
American Express Publishing September 1993 - February 1994
Pfizer August 1990 - November 1993
Education
Columbia University CTA Program 1988 — 1989
Certificate, Relational Database Theory and Design
Saint Lawrence University 1979 — 1984
Bachelor of Science (BS), Biology and Psychology
Unlimited Solutions August 2008 - Present
Agency.com November 2006 - July 2008
15secondpitch.com 2002 - 2008
International Institute for Learning May 2004 - January 2006
Ziff Davis Media March 2001 - November 2001
Advance Newhouse April 1998 - September 2001
AIG Financial Products November 1995 - April 1996
Bankers Trust August 1994 - May 1995
American Express Publishing September 1993 - February 1994
Pfizer August 1990 - November 1993
Education
Columbia University CTA Program 1988 — 1989
Certificate, Relational Database Theory and Design
Saint Lawrence University 1979 — 1984
Bachelor of Science (BS), Biology and Psychology
William Muniz William Muniz's Bankers Trust Experience July 1994 - January 1995
Job Windows Administrator at Tullett Prebon
Industry Banking
Experience
Tullett Prebon 2013 - Present
PR Newswire September 1996 - December 2012
Rolodex January 1995 - September 1996
Banker's Trust July 1994 - January 1995
Skills
Active Directory, Disaster Recovery, VMware, Citrix, Servers, System Administration, IIS, IT Operations, System Deployment, ITIL, Windows Server, SharePoint, Integration, VPN, Operating Systems, Server Architecture, Microsoft SQL Server, Data Center, Virtualization, Information Technology, Windows 7, Technical Support, Troubleshooting, VMware ESX, Infrastructure, Blackberry Enterprise..., SAN, Terminal Server, Cloud Computing, DNS, Firewalls, DHCP, IT Management, SQL, Windows, Microsoft Exchange, Solaris, Security, IT Service Management, Microsoft Technologies, Enterprise Architecture, LANDesk, Storage Area Networks, Windows Server 2008, Windows Server 2003, Scripting, Netscaler
Education
Saint Peter's University 1991 — 1994
Bachelors, Management
VariousTechnical Training Centers
Information Technology
Tullett Prebon 2013 - Present
PR Newswire September 1996 - December 2012
Rolodex January 1995 - September 1996
Banker's Trust July 1994 - January 1995
Skills
Active Directory, Disaster Recovery, VMware, Citrix, Servers, System Administration, IIS, IT Operations, System Deployment, ITIL, Windows Server, SharePoint, Integration, VPN, Operating Systems, Server Architecture, Microsoft SQL Server, Data Center, Virtualization, Information Technology, Windows 7, Technical Support, Troubleshooting, VMware ESX, Infrastructure, Blackberry Enterprise..., SAN, Terminal Server, Cloud Computing, DNS, Firewalls, DHCP, IT Management, SQL, Windows, Microsoft Exchange, Solaris, Security, IT Service Management, Microsoft Technologies, Enterprise Architecture, LANDesk, Storage Area Networks, Windows Server 2008, Windows Server 2003, Scripting, Netscaler
Education
Saint Peter's University 1991 — 1994
Bachelors, Management
VariousTechnical Training Centers
Information Technology
Joseph A Giordano Joseph A Giordano's Bankers Trust Experience 1979 - 1996
Job Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank August 2010 - Present
Fidelity Investments July 2008 - August 2010
JPMorgan Chase 1996 - 2008
Bankers Trust 1979 - 1996
Skills
Cross-functional Team..., Asset Managment, Leadership, Investments, Equities, Change Management, Banking, Fixed Income, Portfolio Management, Hedge Funds, Management, Wealth Management, Alternative Investments, Financial Services, Structured Finance, Executive Management, Risk Management, Asset Management, Relationship Management, Series 7, Team Leadership, Securities, Financial Risk, Strategy, Financial Analysis, Investment Banking, Mergers & Acquisitions, Derivatives, Sales, Loans, Bonds, Thought Leadership, Mutual Funds, Due Diligence, Capital Markets, Business Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
MBA, Finance
St. Francis College 1975 — 1979
BA, Accounting
US Bank August 2010 - Present
Fidelity Investments July 2008 - August 2010
JPMorgan Chase 1996 - 2008
Bankers Trust 1979 - 1996
Skills
Cross-functional Team..., Asset Managment, Leadership, Investments, Equities, Change Management, Banking, Fixed Income, Portfolio Management, Hedge Funds, Management, Wealth Management, Alternative Investments, Financial Services, Structured Finance, Executive Management, Risk Management, Asset Management, Relationship Management, Series 7, Team Leadership, Securities, Financial Risk, Strategy, Financial Analysis, Investment Banking, Mergers & Acquisitions, Derivatives, Sales, Loans, Bonds, Thought Leadership, Mutual Funds, Due Diligence, Capital Markets, Business Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1983 — 1986
MBA, Finance
St. Francis College 1975 — 1979
BA, Accounting
Evan Tsamas Evan Tsamas's Bankers Trust Experience 1989 - 1994
Job Director Functional Training at Citi
Industry Human Resources
Experience
FUNCTIONAL LEARNING May 2007 - Present
Citigroup July 2004 - May 2007
TSAMAS TRAINING CORPORATION March 2001 - July 2004
Citibank November 1999 - March 2001
CITIBANK, N March 1999 - November 1999
Citibank January 1998 - March 1999
Citibank January 1996 - January 1998
Citibank March 1994 - December 1995
BANKERS TRUST COMPANY September 1993 - March 1994
Bankers Trust 1989 - 1994
Education
Rutgers Business School 1981 — 1985
New York University School of Continuing Education
Certificate, Training and Human Resource
Rutgers College
Bachelor of Arts, Psychology
FUNCTIONAL LEARNING May 2007 - Present
Citigroup July 2004 - May 2007
TSAMAS TRAINING CORPORATION March 2001 - July 2004
Citibank November 1999 - March 2001
CITIBANK, N March 1999 - November 1999
Citibank January 1998 - March 1999
Citibank January 1996 - January 1998
Citibank March 1994 - December 1995
BANKERS TRUST COMPANY September 1993 - March 1994
Bankers Trust 1989 - 1994
Education
Rutgers Business School 1981 — 1985
New York University School of Continuing Education
Certificate, Training and Human Resource
Rutgers College
Bachelor of Arts, Psychology
Jay Strunk Jay Strunk's Bankers Trust Experience June 2005 - June 2007
Job Central US Sales at Inkcups Now
Industry Apparel & Fashion
Experience
Inkcups Now August 2010 - Present
Community Savings Bank June 2008 - June 2009
Bankers Trust June 2005 - June 2007
US Bank 2004 - 2005
Great America Leasing May 1998 - March 2004
Skills
Banking, Sales, Portfolio Management, Credit Analysis, Time Management, Business Development, Forecasting, Screen Printing, Credit, Commercial Banking, Negotiation, Commercial Lending, Marketing Strategy, Sales Management, Customer Service, Team Leadership, CRM, Loans, Sales Operations, Selling, Strategic Planning, Team Building, New Business Development, Financial Analysis, Account Management, Small Business Lending, Real Estate, Building Relationships, Long-term Customer..., Finance, Salesforce.com
Education
Leadership for 5 Seasons 2008 — 2008
St. Ambrose University 1993 — 1996
BA, Finance
Inkcups Now August 2010 - Present
Community Savings Bank June 2008 - June 2009
Bankers Trust June 2005 - June 2007
US Bank 2004 - 2005
Great America Leasing May 1998 - March 2004
Skills
Banking, Sales, Portfolio Management, Credit Analysis, Time Management, Business Development, Forecasting, Screen Printing, Credit, Commercial Banking, Negotiation, Commercial Lending, Marketing Strategy, Sales Management, Customer Service, Team Leadership, CRM, Loans, Sales Operations, Selling, Strategic Planning, Team Building, New Business Development, Financial Analysis, Account Management, Small Business Lending, Real Estate, Building Relationships, Long-term Customer..., Finance, Salesforce.com
Education
Leadership for 5 Seasons 2008 — 2008
St. Ambrose University 1993 — 1996
BA, Finance
Charles R Parker Charles R Parker's Bankers Trust Experience 1980 - 1989
Job Proprietor at Charles R Parker Tax & Accounting Services
Industry Accounting
Experience
Charles R Parker Tax & Accounting Services 1989 - Present
Frankel Loughran Starr & Vallone LLP 2002 - 2014
Ernst & Young 1998 - 2000
Freedman & Company 1991 - 1996
Polakoff & Michaelson 1989 - 1991
Bankers Trust 1980 - 1989
Skills
Tax Preparation, Tax, Tax Returns, Income Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Research, International Tax, GAAP, QuickBooks, CPA, Financial Reporting, Auditing, Tax Advisory, Financial Accounting, High Net Worth..., Financial Statements, Tax Law, Strategic Planning, Budgets, Banking, Microsoft Office, Nonprofits, General Ledger, Strategic Financial..., Finance, Private Equity
Education
Saint John's University 1984 — 1986
MBA, Taxation
State University of New York College at Old Westbury 1976 — 1980
BS, Business Management - Accounting
Xavier High School 1971 — 1975
St. Mark the Evangelist 1963 — 1971
Charles R Parker Tax & Accounting Services 1989 - Present
Frankel Loughran Starr & Vallone LLP 2002 - 2014
Ernst & Young 1998 - 2000
Freedman & Company 1991 - 1996
Polakoff & Michaelson 1989 - 1991
Bankers Trust 1980 - 1989
Skills
Tax Preparation, Tax, Tax Returns, Income Tax, Corporate Tax, Tax Accounting, Partnership Taxation, Accounting, Tax Research, International Tax, GAAP, QuickBooks, CPA, Financial Reporting, Auditing, Tax Advisory, Financial Accounting, High Net Worth..., Financial Statements, Tax Law, Strategic Planning, Budgets, Banking, Microsoft Office, Nonprofits, General Ledger, Strategic Financial..., Finance, Private Equity
Education
Saint John's University 1984 — 1986
MBA, Taxation
State University of New York College at Old Westbury 1976 — 1980
BS, Business Management - Accounting
Xavier High School 1971 — 1975
St. Mark the Evangelist 1963 — 1971
John Papciak's Bankers Trust Experience August 1989 - June 1994
Job COO Risk Management at HSBC
Industry Banking
Experience
HSBC January 2014 - Present
Citigroup September 2011 - December 2013
HSBC April 2010 - September 2011
Credit Suisse January 2004 - April 2010
Deutsche Bank, New York December 1996 - January 2004
Barclays Bank June 1994 - December 1996
Bankers Trust August 1989 - June 1994
Merrill Lynch February 1985 - August 1989
Skills
Risk Management, Banking, Capital Markets, Regulatory Capital, Financial Analysis, Forecasting, Financial Services, Business Process, Management, Fixed Income, Internal Controls, Investment Banking, Finance, Credit Risk, Derivatives, Financial Modeling, Equities, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1991
MBA, Finance
University of South Carolina-Columbia 1980 — 1984
BS, Oceanography
HSBC January 2014 - Present
Citigroup September 2011 - December 2013
HSBC April 2010 - September 2011
Credit Suisse January 2004 - April 2010
Deutsche Bank, New York December 1996 - January 2004
Barclays Bank June 1994 - December 1996
Bankers Trust August 1989 - June 1994
Merrill Lynch February 1985 - August 1989
Skills
Risk Management, Banking, Capital Markets, Regulatory Capital, Financial Analysis, Forecasting, Financial Services, Business Process, Management, Fixed Income, Internal Controls, Investment Banking, Finance, Credit Risk, Derivatives, Financial Modeling, Equities, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1991
MBA, Finance
University of South Carolina-Columbia 1980 — 1984
BS, Oceanography
Laurie Gross Laurie Gross's Bankers Trust Experience 1987 - 1992
Job Financial Advisor at Raymond James Financial, Inc., Member FINRA/SIPC; Investment Management Consultant
Industry Financial Services
Experience
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Raymond James Financial, Inc. 2015 - Present
Raymond James January 2007 - February 2015
Bankers Trust 1987 - 1992
Skills
Retirement Planning, Investment Advisory..., College Education..., Life & Health Insurance..., Wealth Management, Asset Managment
Education
State University of New York College at Oneonta 1976 — 1980
BA Economics
Hillcrest High School; Queens, NY
Denise Brito Denise Brito's Bankers Trust Experience March 1997 - February 2001
Job Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Guggenheim Investments September 2011 - Present
HSBC July 2010 - January 2011
Rothschild March 2009 - January 2010
Bear Stearns Asset Management August 2007 - July 2008
Deutsche Asset Management May 2006 - August 2007
Zurich Scudder Investments February 2001 - April 2002
Bankers Trust March 1997 - February 2001
BBV-Probursa International, Inc. July 1993 - November 1996
Skills
Asset Management, Financial Services, Marketing Support, Data Management, Hedge Funds, Asset Managment, Securities, Trading, Investment Management, Risk Management, Alternative Investments, Asset Allocation, Mutual Funds, Bloomberg, Equities, Fixed Income, Investment Strategies
Education
Saint John's University
St. Francis College
BS, Business Management
Bob Moulton Bob Moulton's Bankers Trust Experience August 1988 - December 1989
Job President, Americana Mortgage Group Inc. NMLS 19904
Industry Financial Services
Experience
Americana Mortgage Group Inc. NMLS 22338 1996 - Present
Dearie Mortgage Group January 1990 - August 1996
Bankers Trust August 1988 - December 1989
MasterCard International April 1984 - August 1988
Dun and Bradstreet April 1981 - April 1984
Clairol, Inc. October 1979 - April 1981
Skills
Mortgage Lending, Refinance, Loans, Condos, Real Estate Financing, Finance, Budgets, Investments, Customer Service, Real Estate, Start-ups, Entrepreneurship, Loan Origination, FHA, Residential Mortgages, Credit, Management
Education
Saint John's University - Peter J. Tobin College of Business
Master’s Degree, Finance
Americana Mortgage Group Inc. NMLS 22338 1996 - Present
Dearie Mortgage Group January 1990 - August 1996
Bankers Trust August 1988 - December 1989
MasterCard International April 1984 - August 1988
Dun and Bradstreet April 1981 - April 1984
Clairol, Inc. October 1979 - April 1981
Skills
Mortgage Lending, Refinance, Loans, Condos, Real Estate Financing, Finance, Budgets, Investments, Customer Service, Real Estate, Start-ups, Entrepreneurship, Loan Origination, FHA, Residential Mortgages, Credit, Management
Education
Saint John's University - Peter J. Tobin College of Business
Master’s Degree, Finance
Craig Hendrick Craig Hendrick's Bankers Trust Experience May 1989 - July 1999
Job Accounting and Operations Consulting
Industry Financial Services
Experience
CKH Consulting LLC April 2012 - Present
Lombard Risk September 2011 - March 2012
Barclays Capital Inc. May 2000 - December 2010
Bankers Trust May 1989 - July 1999
Daiwa Securities July 1986 - April 1989
Merrill Lynch Investment Managers July 1984 - June 1986
Skills
Banking Operations, Investment Banking, International Project..., Collateral Management, Client Valuations, Financial Accounting, Client Liaison, Core Banking, Fixed Income, Project Management, Leadership, Management, Client, Mergers & Acquisitions, Risk Management, Capital Markets, Finance, Training, Analysis, Business Development, Credit, Derivatives, Securities, Executive Management, Strategic Planning, Back Office, Valuation, Business Planning
Education
State University of New York College at Oneonta 1981 — 1984
BS, Business, Economics and Accounting
Walt Whitman HS
CKH Consulting LLC April 2012 - Present
Lombard Risk September 2011 - March 2012
Barclays Capital Inc. May 2000 - December 2010
Bankers Trust May 1989 - July 1999
Daiwa Securities July 1986 - April 1989
Merrill Lynch Investment Managers July 1984 - June 1986
Skills
Banking Operations, Investment Banking, International Project..., Collateral Management, Client Valuations, Financial Accounting, Client Liaison, Core Banking, Fixed Income, Project Management, Leadership, Management, Client, Mergers & Acquisitions, Risk Management, Capital Markets, Finance, Training, Analysis, Business Development, Credit, Derivatives, Securities, Executive Management, Strategic Planning, Back Office, Valuation, Business Planning
Education
State University of New York College at Oneonta 1981 — 1984
BS, Business, Economics and Accounting
Walt Whitman HS
Robert Stickel Robert Stickel's Bankers Trust Experience October 1986 - August 1988
Job President at LifeSavers, Inc.
Industry Medical Devices
Experience
LifeSavers Inc. May 1992 - Present
Becton Dickinson April 1989 - May 1992
Bankers Trust October 1986 - August 1988
Skills
Cpr Certified, Emergency Services, First Aid, Public Speaking, Medical Devices, Entrepreneurship, Emergency Management, Healthcare, Strategic Planning, Leadership Development, Emergency Medicine, Small Business, Marketing Strategy, New Business Development, Program Management, Training, Business Strategy, Customer Service, Coaching, Microsoft Office, Sales Management, Disaster Response, Firefighting, AED, EMS, CPR Certified
Education
Seton Hall University 1989 — 1993
MBA, Marketing
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
Bachelor of Science, Finance, Marketing
LifeSavers Inc. May 1992 - Present
Becton Dickinson April 1989 - May 1992
Bankers Trust October 1986 - August 1988
Skills
Cpr Certified, Emergency Services, First Aid, Public Speaking, Medical Devices, Entrepreneurship, Emergency Management, Healthcare, Strategic Planning, Leadership Development, Emergency Medicine, Small Business, Marketing Strategy, New Business Development, Program Management, Training, Business Strategy, Customer Service, Coaching, Microsoft Office, Sales Management, Disaster Response, Firefighting, AED, EMS, CPR Certified
Education
Seton Hall University 1989 — 1993
MBA, Marketing
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
Bachelor of Science, Finance, Marketing
Brian Heston, PMP Brian Heston, PMP's Bankers Trust Experience June 1997 - July 1998
Job Program Manger
Industry Financial Services
Experience
Client Confidential December 2013 - Present
Client Confidential May 2013 - November 2013
Client Confidential June 2010 - March 2013
Client Confidential December 2009 - May 2010
Client Confidential December 2008 - September 2009
KPMG January 2007 - December 2008
Citigroup June 2005 - October 2006
The Bank of New York 1998 - 2005
Bankers Trust June 1997 - July 1998
Bankers Trust January 1996 - June 1997
Skills
Program Management, Acquisition Integration, Change Management, Project Management, Mergers, PMO, Project Portfolio..., Risk Management, Business Process..., Financial Services, Management Consulting, Governance, Process Improvement, PMP, Business Transformation, IT Strategy, Mergers & Acquisitions, Internal Audit, Strategy, Outsourcing, SDLC, Enterprise Architecture, Consulting, Business Strategy, Finance, Enterprise Risk..., Vendor Management, Business Analysis, Business Process, Project Delivery, Business Process...
Education
Villanova University 2009 — 2009
Six Sigma (Green Belt)
St. Peter's College 1997 — 1999
MBA
Rutgers, The State University of New Jersey-Camden 1987 — 1991
Bachelor of Arts
Client Confidential December 2013 - Present
Client Confidential May 2013 - November 2013
Client Confidential June 2010 - March 2013
Client Confidential December 2009 - May 2010
Client Confidential December 2008 - September 2009
KPMG January 2007 - December 2008
Citigroup June 2005 - October 2006
The Bank of New York 1998 - 2005
Bankers Trust June 1997 - July 1998
Bankers Trust January 1996 - June 1997
Skills
Program Management, Acquisition Integration, Change Management, Project Management, Mergers, PMO, Project Portfolio..., Risk Management, Business Process..., Financial Services, Management Consulting, Governance, Process Improvement, PMP, Business Transformation, IT Strategy, Mergers & Acquisitions, Internal Audit, Strategy, Outsourcing, SDLC, Enterprise Architecture, Consulting, Business Strategy, Finance, Enterprise Risk..., Vendor Management, Business Analysis, Business Process, Project Delivery, Business Process...
Education
Villanova University 2009 — 2009
Six Sigma (Green Belt)
St. Peter's College 1997 — 1999
MBA
Rutgers, The State University of New Jersey-Camden 1987 — 1991
Bachelor of Arts
Tod Mitchinson Tod Mitchinson's Bankers Trust Experience 1994 - 1995
Job Vice President Corporate Information Security Officer at AIG
Industry Financial Services
Experience
AIG May 2013 - Present
ICAP December 2010 - May 2013
Credit Suisse August 2000 - December 2010
CSC @ JP Morgan 1995 - 2000
Deutsche Bank 1994 - 1995
Bankers Trust 1994 - 1995
TCG 1988 - 1994
Bantam, Doubleday, Dell Publishing Inc. 1986 - 1988
Skills
Experienced Information..., IT Risk, Security, IT Management, Information Security..., CISSP, Digital Forensics
Education
State University of New York College at Oswego 1981 — 1985
IMD (International Institute for Management Development)
Executive Leadership
AIG May 2013 - Present
ICAP December 2010 - May 2013
Credit Suisse August 2000 - December 2010
CSC @ JP Morgan 1995 - 2000
Deutsche Bank 1994 - 1995
Bankers Trust 1994 - 1995
TCG 1988 - 1994
Bantam, Doubleday, Dell Publishing Inc. 1986 - 1988
Skills
Experienced Information..., IT Risk, Security, IT Management, Information Security..., CISSP, Digital Forensics
Education
State University of New York College at Oswego 1981 — 1985
IMD (International Institute for Management Development)
Executive Leadership
Mukesh Mehta Mukesh Mehta's Bankers Trust Experience 1995 - 1999
Job Chief Information Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Cetera Financial Group 2014 - Present
TD Ameritrade 2011 - 2013
TD Ameritrade 2009 - 2011
Charles Schwab 2003 - 2008
Charles Schwab 1999 - 2003
Bankers Trust 1995 - 1999
Kwasha Lipton 1987 - 1994
ER Keller and Co 1987 - 1987
Bell Communications Research 1984 - 1987
Skills
Strategy, Management, Software Development, Information Technology, Investments, Product Development, Finance, Vendor Management, Financial Services, SDLC, Business Analysis, IT Strategy, Risk Management, Enterprise Architecture, Portfolio Management
Education
Stanford University 2006 — 2006
Rutgers University-New Brunswick 1983 — 1987
BA
Pam Levesque's Bankers Trust Experience 1992 - 1998
Job Traveler
Industry Real Estate
Experience
The World and Beyond 2011 - Present
Park City Investment Partners, LLC June 2005 - December 2012
Summit Sotheby's International Realty 2008 - October 2011
Keller Williams Realty 2007 - 2008
Bald Eagle Realty 2005 - 2007
Morgan Stanley Investment Management 1998 - 2003
Bankers Trust 1992 - 1998
City and County of San Francisco 1984 - 1992
Skills
Real Estate, Investment Properties, Luxury, Sellers, Real Estate Transactions, Sales
Education
Saint Mary's College of California 1984 — 1986
MBA, Finance
University of Rhode Island 1971 — 1975
BA, Sociology and English
The World and Beyond 2011 - Present
Park City Investment Partners, LLC June 2005 - December 2012
Summit Sotheby's International Realty 2008 - October 2011
Keller Williams Realty 2007 - 2008
Bald Eagle Realty 2005 - 2007
Morgan Stanley Investment Management 1998 - 2003
Bankers Trust 1992 - 1998
City and County of San Francisco 1984 - 1992
Skills
Real Estate, Investment Properties, Luxury, Sellers, Real Estate Transactions, Sales
Education
Saint Mary's College of California 1984 — 1986
MBA, Finance
University of Rhode Island 1971 — 1975
BA, Sociology and English
Lori Pearson Lori Pearson's Bankers Trust Experience January 1980 - September 1982
Job Missions Coach at The Evangelical Alliance Mission | TEAM
Industry Religious Institutions
Experience
The Evangelical Alliance Mission TEAM October 2013 - Present
State Farm September 2000 - October 2012
Goldman Sachs 1983 - 1986
Bankers Trust January 1980 - September 1982
Skills
Strategic Planning, Customer Service, Microsoft Office, Public Speaking, Team Building, Budgets, Leadership, Small Business, Sales, Training, Coaching, Event Planning, Leadership Development, Teamwork, Accounting
Education
Skidmore College 1976 — 1980
B.S.
The Evangelical Alliance Mission TEAM October 2013 - Present
State Farm September 2000 - October 2012
Goldman Sachs 1983 - 1986
Bankers Trust January 1980 - September 1982
Skills
Strategic Planning, Customer Service, Microsoft Office, Public Speaking, Team Building, Budgets, Leadership, Small Business, Sales, Training, Coaching, Event Planning, Leadership Development, Teamwork, Accounting
Education
Skidmore College 1976 — 1980
B.S.
Erick Chumpitaz Erick Chumpitaz's Bankers Trust Experience June 1998 - June 1999
Job Production Support Electronic Trading at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Stephanie Zeller Stephanie Zeller's Bankers Trust Experience 2005 - 2007
Job Experienced Banker and Customer Service Extraordinaire
Industry Banking
Experience
Fiserv November 2014 - Present
Foster Group July 2014 - September 2014
West Bank May 2014 - July 2014
West Bank August 2010 - May 2014
Valley Bank August 2008 - September 2010
Bankers Trust 2005 - 2007
Skills
Banking, Customer Service, Credit, Commercial Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Consumer Lending, Microsoft Office, Credit Analysis, Retail Banking, Sales, Management, Finance
Education
Simpson College 2002 — 2006
Bachelor, Marketing/HR
Simpson College 2002 — 2006
Bachelor of Arts (BA), Marketing/HR
Fiserv November 2014 - Present
Foster Group July 2014 - September 2014
West Bank May 2014 - July 2014
West Bank August 2010 - May 2014
Valley Bank August 2008 - September 2010
Bankers Trust 2005 - 2007
Skills
Banking, Customer Service, Credit, Commercial Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Loans, Consumer Lending, Microsoft Office, Credit Analysis, Retail Banking, Sales, Management, Finance
Education
Simpson College 2002 — 2006
Bachelor, Marketing/HR
Simpson College 2002 — 2006
Bachelor of Arts (BA), Marketing/HR
Dr. Tim Coville Dr. Tim Coville's Bankers Trust Experience 1988 - 1996
Job Associate Professor at St. John's University
Industry Accounting
Experience
St. John's University September 2009 - Present
St. John's University September 2009 - Present
SUNY College at Old Westbury January 2007 - September 2009
ABN AMRO July 2001 - June 2002
Deutsche Bank July 1999 - June 2001
Bankers Trust 1988 - 1996
Salomon Brothers November 1985 - June 1988
Salomon Brothers Asset Management 1985 - 1988
Ernst & Whinney January 1983 - March 1985
Ernst & Young 1983 - 1985
Skills
Financial Analysis, Accounting, Finance, Risk Management, PowerPoint, Derivatives, Fixed Income, Forecasting, Financial Accounting, Management, Public Speaking, QuickBooks, Research, Capital Markets, Credit, Trading, Team Building, Credit Derivatives, Financial Reporting, Investments, Internal Controls, Microsoft Excel, Data Analysis, Business Analysis, Corporate Finance, Financial Modeling, Nonprofits, Account Reconciliation, Tax, Business Strategy, Auditing, Budgets, Economics, Financial Risk, Statistics, Project Management, Leadership, General Ledger, Business Planning, Analysis, Microsoft Word, Strategic Planning, Microsoft Office, Valuation, Quantitative Analytics, Higher Education, Econometrics, Teaching, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Ph.D., Management & Accounting
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1982
B.S., Double Major Economics & Accounting
Cayuga County Community College 1979 — 1980
A.A.S., Business Administration
Baldwinsville, NY's High School
Baldwinsville, NY's High School
St. John's University September 2009 - Present
St. John's University September 2009 - Present
SUNY College at Old Westbury January 2007 - September 2009
ABN AMRO July 2001 - June 2002
Deutsche Bank July 1999 - June 2001
Bankers Trust 1988 - 1996
Salomon Brothers November 1985 - June 1988
Salomon Brothers Asset Management 1985 - 1988
Ernst & Whinney January 1983 - March 1985
Ernst & Young 1983 - 1985
Skills
Financial Analysis, Accounting, Finance, Risk Management, PowerPoint, Derivatives, Fixed Income, Forecasting, Financial Accounting, Management, Public Speaking, QuickBooks, Research, Capital Markets, Credit, Trading, Team Building, Credit Derivatives, Financial Reporting, Investments, Internal Controls, Microsoft Excel, Data Analysis, Business Analysis, Corporate Finance, Financial Modeling, Nonprofits, Account Reconciliation, Tax, Business Strategy, Auditing, Budgets, Economics, Financial Risk, Statistics, Project Management, Leadership, General Ledger, Business Planning, Analysis, Microsoft Word, Strategic Planning, Microsoft Office, Valuation, Quantitative Analytics, Higher Education, Econometrics, Teaching, Bloomberg, Access
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2008
Ph.D., Management & Accounting
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance
University at Albany, SUNY 1980 — 1982
B.S., Double Major Economics & Accounting
Cayuga County Community College 1979 — 1980
A.A.S., Business Administration
Baldwinsville, NY's High School
Baldwinsville, NY's High School
Joseph F. Gerdes's Bankers Trust Experience June 1985 - July 1993
Job Senior Vice President at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Safra National Bank of New York December 2014 - Present
E*TRADE Clearing LLC April 2009 - December 2014
Morgan Stanley April 2006 - April 2009
Jefferies & Company June 2005 - April 2006
Julius Baer June 2004 - June 2005
US Trust Company July 2001 - June 2004
Charles Schwab August 1993 - June 2004
Charles Schwab Europe January 1999 - July 2001
Bankers Trust June 1985 - July 1993
Skills
Securities, Brokerage, Cash Management, Financial Services, Settlement, Risk Management, Management, Trading, Entrepreneurship, FINRA, Back Office, Equities, Derivatives, Banking, Program Management, Leadership, Operational Risk, Outsourcing, Capital Markets, Mutual Funds, Executive Management, Bloomberg, Series 7, Online Brokerage, Financial Risk, Asset Management, Wealth Management, Fixed Income, Options, Hedge Funds, Electronic Trading, Trading Systems, Series 63, Equity Trading, Alternative Investments, Series 24
Education
Saint Peter's University 1981 — 1985
Bachelor of Science (B.S.), Business Management, Economics
Mary Jo Vogl's Bankers Trust Experience November 1990 - February 2007
Job Homeownership Analyst, II at Federal Home Loan Bank of Des Moines
Industry Financial Services
Experience
Federal Home Loan Bank of Des Moines February 2007 - Present
Bankers Trust November 1990 - February 2007
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Asset Management, Strategic Planning, Residential Mortgages, Community Development, Microsoft Excel, Grant Writing, Mortgage Banking, Finance, Affordable Housing, Commercial Lending
Education
Simpson College 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
American Institute of Business 1983 — 1985
Associate's degree, Business Administration and Management, General
Federal Home Loan Bank of Des Moines February 2007 - Present
Bankers Trust November 1990 - February 2007
Skills
Loans, Credit Analysis, Credit, Mortgage Lending, Asset Management, Strategic Planning, Residential Mortgages, Community Development, Microsoft Excel, Grant Writing, Mortgage Banking, Finance, Affordable Housing, Commercial Lending
Education
Simpson College 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
American Institute of Business 1983 — 1985
Associate's degree, Business Administration and Management, General
Rajeev Khanna Rajeev Khanna's Bankers Trust Experience August 1996 - March 1997
Job Chief Technology Officer at Aon
Industry Financial Services
Experience
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
AON April 2015 - Present
Expedia Inc. July 2012 - April 2015
Asurion July 2009 - July 2012
UBS AG October 2008 - May 2009
UBS AG October 2006 - October 2008
UBS AG January 2006 - October 2006
UBS November 1997 - December 2005
Pencom Systems March 1997 - October 1997
Bankers Trust August 1996 - March 1997
Paine Webber June 1995 - August 1996
Skills
Leadership, Infrastructure, Cloud Computing, IT Service Management, Data Center, Service Delivery, Strategic Planning, Vendor Management, ITIL, Disaster Recovery, CRM, Governance, Offshoring, Integration, Program Management, Management, Capacity Planning, IT Strategy, Virtualization, Servers, Enterprise Architecture, IT Operations, Enterprise Software, VMware, Networking, IT Management, Cross-functional Team..., Business Continuity, Business Intelligence, Unix, Outsourcing, Storage, System Administration, Business Process..., SDLC, Incident Management, Information Technology, Security, Service Management, Databases, Strategy, Process Improvement, Consulting, Project Management, Business Analysis, Project Portfolio..., Requirements Analysis, Solution Architecture, Software Project..., Change Management
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Electrical Engineering
Emily Edelstein Emily Edelstein's Bankers Trust Experience 1993 - 1997
Job Product Manager and Project Manager
Industry Financial Services
Experience
JPMorgan 2008 - September 2014
Bear Stearns/ Global Clearing Services June 2005 - 2008
State Street 2000 - 2005
Deutsche Bank 1997 - 2000
Bankers Trust 1993 - 1997
Skills
Product Development, Project Management, SDLC, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management, Derivatives, Team Building, Portfolio Management, Business Analysis, Vendor Management, Investments, Investment Banking, Asset Management, Customer Service, Prime Brokerage, Trading Systems, Accounting, Capital Markets, Bloomberg, Risk Management, Strategy, Financial Risk
Education
Rutgers College
BA
JPMorgan 2008 - September 2014
Bear Stearns/ Global Clearing Services June 2005 - 2008
State Street 2000 - 2005
Deutsche Bank 1997 - 2000
Bankers Trust 1993 - 1997
Skills
Product Development, Project Management, SDLC, Management, Fixed Income, Financial Services, Equities, Quality Assurance, Securities, Banking, Hedge Funds, Team Management, Derivatives, Team Building, Portfolio Management, Business Analysis, Vendor Management, Investments, Investment Banking, Asset Management, Customer Service, Prime Brokerage, Trading Systems, Accounting, Capital Markets, Bloomberg, Risk Management, Strategy, Financial Risk
Education
Rutgers College
BA
Guy Ardito's Bankers Trust Experience 1996 - 1997
Job Executive Coach & Entrepreneur Coach
Industry Professional Training & Coaching
Experience
Rich Life, LLC 2000 - Present
Landmark Education 1998 - 2000
INTERWORLD DIGITAL LTD. 1997 - 1999
Bankers Trust 1996 - 1997
Skills
Executive Coaching, Leadership Development, Entrepreneurship, Coaching, Permission Marketing, Relationship Marketing, Systems Engineering, System Architecture, Interpersonal..., Training, Teaching, E-commerce, Programming, Mobile Applications, Team Leadership, Web Services, Enterprise Architecture, Web Development, Analytics, Distributed Team..., Training & Development, iPhone development, CMS, NLP, neuro linguistic..., Object Oriented Design, Improvisational Comedy, Meditation, Neuromuscular Therapy, Yoga Therapy, Tai Chi
Education
Robbins Madanes Training 2013 — 2014
Master Coach
NLP Center of New York 2011 — 2012
NLP Master Practitioner
NLP Center of New York 2010 — 2011
NLP Coach
Stevens Institute of Technology 1988 — 1993
Master of Science, Computer Science
Stevens Institute of Technology 1984 — 1988
Bachelor of Engineering, Computer Engineering
Rich Life, LLC 2000 - Present
Landmark Education 1998 - 2000
INTERWORLD DIGITAL LTD. 1997 - 1999
Bankers Trust 1996 - 1997
Skills
Executive Coaching, Leadership Development, Entrepreneurship, Coaching, Permission Marketing, Relationship Marketing, Systems Engineering, System Architecture, Interpersonal..., Training, Teaching, E-commerce, Programming, Mobile Applications, Team Leadership, Web Services, Enterprise Architecture, Web Development, Analytics, Distributed Team..., Training & Development, iPhone development, CMS, NLP, neuro linguistic..., Object Oriented Design, Improvisational Comedy, Meditation, Neuromuscular Therapy, Yoga Therapy, Tai Chi
Education
Robbins Madanes Training 2013 — 2014
Master Coach
NLP Center of New York 2011 — 2012
NLP Master Practitioner
NLP Center of New York 2010 — 2011
NLP Coach
Stevens Institute of Technology 1988 — 1993
Master of Science, Computer Science
Stevens Institute of Technology 1984 — 1988
Bachelor of Engineering, Computer Engineering
Jeff Saeger, CFA Jeff Saeger, CFA's Bankers Trust Experience November 1996 - November 1998
Job Director Portfolio Manager at Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank July 2014 - Present
Victory Capital Management September 2009 - June 2014
Deutsche Asset Management December 2008 - September 2009
Deutsche Asset Management September 2004 - December 2008
Deutsche Asset Management November 1998 - September 2004
Bankers Trust November 1996 - November 1998
Skills
Portfolio Management
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science, Finance/Economics
Deutsche Bank July 2014 - Present
Victory Capital Management September 2009 - June 2014
Deutsche Asset Management December 2008 - September 2009
Deutsche Asset Management September 2004 - December 2008
Deutsche Asset Management November 1998 - September 2004
Bankers Trust November 1996 - November 1998
Skills
Portfolio Management
Education
SUNY Fredonia 1991 — 1995
Bachelor of Science, Finance/Economics
Mike Cavallo Mike Cavallo's Bankers Trust Experience June 1990 - November 1992
Job Vice President Manager, BNY Mellon Investment Performance & Risk Analytics Consulting
Industry Financial Services
Experience
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
BNY Mellon November 1992 - Present
Bankers Trust June 1990 - November 1992
Merrill Lynch & Co., Inc. June 1989 - June 1990
Skills
Banking, Financial Services, Fixed Income, Equities, Derivatives, Mutual Funds, Portfolio Management, Capital Markets, Securities, Hedge Funds, Investments, Asset Management, Risk Management, FX Options, Bloomberg, Alternative Investments
Education
Seton Hall University
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1985 — 1989
Bachelor's degree, Economics
Peter Kushnir Peter Kushnir's Bankers Trust Experience 1994 - 1997
Job Equities Market Data Specialist at KBW
Industry Investment Banking
Experience
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
Christine Solga Bradburn, CSW Christine Solga Bradburn, CSW's Bankers Trust Experience 1990 - 1991
Job Manager WA/AK The Wine Group
Industry Wine and Spirits
Experience
The Wine Group March 2013 - Present
Premium Port Wines 2007 - March 2013
GM Nameplate / Elite Label 2002 - 2003
Vintage New World 1998 - 2001
Conterm Consolidation Services 1991 - 1997
Bankers Trust 1990 - 1991
Skills
Wine, Wine Tasting, Wineries, Sales Management, Food Pairing, Sales, Alcoholic Beverages, Beverage Industry, Winemaking, Negotiation, Customer Service, Marketing Communications, Account Management, Food, Key Account Development, Marketing Strategy, Beer, Pricing, Food & Beverage, Hospitality
Education
Syracuse University 1987 — 1990
BS, Food Science / Business
Saint Joseph's University 1986 — 1987
The Wine Group March 2013 - Present
Premium Port Wines 2007 - March 2013
GM Nameplate / Elite Label 2002 - 2003
Vintage New World 1998 - 2001
Conterm Consolidation Services 1991 - 1997
Bankers Trust 1990 - 1991
Skills
Wine, Wine Tasting, Wineries, Sales Management, Food Pairing, Sales, Alcoholic Beverages, Beverage Industry, Winemaking, Negotiation, Customer Service, Marketing Communications, Account Management, Food, Key Account Development, Marketing Strategy, Beer, Pricing, Food & Beverage, Hospitality
Education
Syracuse University 1987 — 1990
BS, Food Science / Business
Saint Joseph's University 1986 — 1987
Alisa Backert Alisa Backert's Bankers Trust Experience 1994 - 1996
Job Founder, entrepreneur, mentor, inventor
Industry Internet
Experience
Election-America, Inc. October 2012 - Present
e-Government Consulting, Inc. June 2003 - March 2012
election.com January 2000 - May 2003
Bankers Trust 1994 - 1996
Skills
Business Strategy, Marketing Strategy, Program Management, Public Speaking, Software Development, Strategy, Information Security
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Election-America, Inc. October 2012 - Present
e-Government Consulting, Inc. June 2003 - March 2012
election.com January 2000 - May 2003
Bankers Trust 1994 - 1996
Skills
Business Strategy, Marketing Strategy, Program Management, Public Speaking, Software Development, Strategy, Information Security
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Pagdin Don Pagdin Don's Bankers Trust Experience 1996 - 1996
Job Software Engineer at Type80 Security Software
Industry Computer Software
Experience
OncoBlot 2010 - Present
Type80 Security Software November 1999 - Present
SOA Software April 2010 - April 2012
Deutsche Bank April 2000 - December 2005
D.P. ProScriptions 1989 - 1999
Bankers Trust 1996 - 1996
Merrill Lynch 1993 - 1996
Sony Corporation of America 1990 - 1991
AIG 1989 - 1991
M&M/Mars 1980 - 1989
Skills
Knows a binnacle from a..., Programming, Business Analysis, SQL, OOP, Software Design, CICS
Education
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
Bachelor’s Degree, Economics, Passed
Red Bank Regional 1960 — 1964
High School, Sailing, Trombone, Electric Bass, Guitar, Passed
Little Silver Public 1951 — 1960
OncoBlot 2010 - Present
Type80 Security Software November 1999 - Present
SOA Software April 2010 - April 2012
Deutsche Bank April 2000 - December 2005
D.P. ProScriptions 1989 - 1999
Bankers Trust 1996 - 1996
Merrill Lynch 1993 - 1996
Sony Corporation of America 1990 - 1991
AIG 1989 - 1991
M&M/Mars 1980 - 1989
Skills
Knows a binnacle from a..., Programming, Business Analysis, SQL, OOP, Software Design, CICS
Education
Rutgers, The State University of New Jersey-New Brunswick 1964 — 1968
Bachelor’s Degree, Economics, Passed
Red Bank Regional 1960 — 1964
High School, Sailing, Trombone, Electric Bass, Guitar, Passed
Little Silver Public 1951 — 1960
Scott Brackenbury Scott Brackenbury's Bankers Trust Experience September 1990 - June 1992
Job Regional Contract Manager at Liberty Mutual Surety
Industry Financial Services
Experience
Liberty Mutual Surety June 1992 - Present
Bankers Trust September 1990 - June 1992
Skills
Surety, Surety Bonds, Underwriting, Insurance, Portfolio Management, Employment Practices..., Reinsurance, Credit, Financial Risk, Professional Liability, Claim, Management, Workers Compensation, Casualty, Financial Analysis, Brokers, Commercial Insurance, Property & Casualty..., Fiduciary, Risk Management
Education
Rutgers University-New Brunswick 1986 — 1990
BS, Economics
Liberty Mutual Surety June 1992 - Present
Bankers Trust September 1990 - June 1992
Skills
Surety, Surety Bonds, Underwriting, Insurance, Portfolio Management, Employment Practices..., Reinsurance, Credit, Financial Risk, Professional Liability, Claim, Management, Workers Compensation, Casualty, Financial Analysis, Brokers, Commercial Insurance, Property & Casualty..., Fiduciary, Risk Management
Education
Rutgers University-New Brunswick 1986 — 1990
BS, Economics
Danielle Arena Danielle Arena's Bankers Trust Experience November 1996 - June 1999
Job Realtor at Century 21, Action Plus Realty
Industry Real Estate
Experience
Century 21, Action Plus Realty February 2009 - Present
Standard & Poor's June 1999 - June 2005
Bankers Trust November 1996 - June 1999
Skills
First Time Home Buyers, Sellers, Short Sales, Foreclosures, Buyer Representation, Investors, Real Estate, Investment Properties, Real Estate Transactions, Luxury, Residential Homes, REO, Investments, Commercial Real Estate, Single Family Homes, Relocation, Condos, Listings, New Homes, New Home Sales, Referrals
Education
St. Francis College 1990 — 1994
BA, English, Business
Port Richmond HS 1986 — 1990
HS Diploma, General Education
Century 21, Action Plus Realty February 2009 - Present
Standard & Poor's June 1999 - June 2005
Bankers Trust November 1996 - June 1999
Skills
First Time Home Buyers, Sellers, Short Sales, Foreclosures, Buyer Representation, Investors, Real Estate, Investment Properties, Real Estate Transactions, Luxury, Residential Homes, REO, Investments, Commercial Real Estate, Single Family Homes, Relocation, Condos, Listings, New Homes, New Home Sales, Referrals
Education
St. Francis College 1990 — 1994
BA, English, Business
Port Richmond HS 1986 — 1990
HS Diploma, General Education
Karen Powanda Karen Powanda's Bankers Trust Experience June 1993 - July 1998
Job Global Operations Manager at Honeywell
Industry Aviation & Aerospace
Experience
Honeywell February 2011 - Present
Honeywell March 2002 - Present
Honeywell International 2001 - Present
Ernst & Young 2001 - 2002
Prudential Financial August 1998 - March 2000
Deutsche Bank June 1993 - August 1998
Bankers Trust June 1993 - July 1998
Skills
Six Sigma, Process Improvement, Cross-functional Team..., Change Management, Management, Outsourcing
Education
Rutgers University-New Brunswick 1991 — 1993
School of Business, Management
Union County College 1989 — 1991
aa, business
Honeywell February 2011 - Present
Honeywell March 2002 - Present
Honeywell International 2001 - Present
Ernst & Young 2001 - 2002
Prudential Financial August 1998 - March 2000
Deutsche Bank June 1993 - August 1998
Bankers Trust June 1993 - July 1998
Skills
Six Sigma, Process Improvement, Cross-functional Team..., Change Management, Management, Outsourcing
Education
Rutgers University-New Brunswick 1991 — 1993
School of Business, Management
Union County College 1989 — 1991
aa, business
Richard Fromm Richard Fromm's Bankers Trust Experience 1986 - 1994
Job Professional Videographer
Industry Media Production
Experience
FROMMVIDEO May 2001 - Present
BusinessEdge Solutions 2000 - 2005
Fujitsu Consulting 1998 - 2002
DMR Consulting 1999 - 2000
DMR Trecom 1998 - 2000
JPMorgan Chase 1998 - 2000
Netlan 1994 - 1998
Bankers Trust 1986 - 1994
Morris Decision Systems 1982 - 1986
American Hospitality Corporation 1976 - 1980
Skills
Video Production, Video Editing, Web Video, Digital Signage, Business Analysis, Project Management, Integration, Consulting, Information Technology, Management Consulting, Strategic Planning, Telecommunications, CRM, Social Media Marketing, Cross-functional Team..., Photoshop, Process Improvement, Marketing, Mobile Devices, Coaching, Project Planning, SharePoint, Leadership, Team Leadership, Digital Strategy, Web Design, Social Media, Account Management, Strategy, Entrepreneurship, Start-ups, E-commerce, Business Process..., Vendor Management
Education
State University of New York College at Buffalo 1972 — 1975
The George Washington University 1970 — 1971
JFKHS
FROMMVIDEO May 2001 - Present
BusinessEdge Solutions 2000 - 2005
Fujitsu Consulting 1998 - 2002
DMR Consulting 1999 - 2000
DMR Trecom 1998 - 2000
JPMorgan Chase 1998 - 2000
Netlan 1994 - 1998
Bankers Trust 1986 - 1994
Morris Decision Systems 1982 - 1986
American Hospitality Corporation 1976 - 1980
Skills
Video Production, Video Editing, Web Video, Digital Signage, Business Analysis, Project Management, Integration, Consulting, Information Technology, Management Consulting, Strategic Planning, Telecommunications, CRM, Social Media Marketing, Cross-functional Team..., Photoshop, Process Improvement, Marketing, Mobile Devices, Coaching, Project Planning, SharePoint, Leadership, Team Leadership, Digital Strategy, Web Design, Social Media, Account Management, Strategy, Entrepreneurship, Start-ups, E-commerce, Business Process..., Vendor Management
Education
State University of New York College at Buffalo 1972 — 1975
The George Washington University 1970 — 1971
JFKHS
Erich EJ Best Erich EJ Best's Bankers Trust Experience August 1995 - July 2000
Job Manager Deployment at Broadridge
Industry Investment Banking
Experience
Broadridge May 2012 - Present
ADP April 2007 - May 2012
ADP Brokerage Services Group August 2004 - March 2007
Hewlett-Packard September 2003 - August 2004
Commerzbank June 2002 - June 2003
Deutsche Bank July 2000 - May 2002
Bankers Trust August 1995 - July 2000
Perkins & Will 1992 - 1995
Orkand 1990 - 1992
Naval Weapons Station Earle 1989 - 1992
Skills
Unix, Integration, SQL, Perl, Java, Databases, Apache, Access, HTML, C, Oracle, AIX, RedHat, Servers, Disaster Recovery, Solaris, Linux, Sybase, SDLC, Microsoft SQL Server, Technical Support, Performance Tuning, SOA, Security, Shell Scripting, High Availability, Operating Systems, Enterprise Software, ITIL, Cloud Computing, System Administration, Testing, Troubleshooting, Enterprise Architecture, Windows, System Deployment, Data Center, VMware, SharePoint, Quality Assurance, Virtualization, Business Process, Software Documentation, IT Strategy, Requirements Analysis, IT Management, Visio, Management, Vendor Management, IT Operations
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2007
BA - Sociology Cum Laude, Human Development, Technology, Communication, Writing
Autosys Admin 2005 — 2005
Linux Red Hat Admin 2005 — 2005
Serena PVCS Admin 2004 — 2004
Ajilon Online Training 2003 — 2003
Shell Programming
AppMind 2003 — 2003
AppMind integration with OpenView
Hewlett-Packard 2003 — 2003
Open View Administration
SUSE Linux Admin 2002 — 2002
IQFinancial 2002 — 2002
Supporting Loan IQ
Sun Education 1999 — 2001
Java, Solaris Administration
Broadridge May 2012 - Present
ADP April 2007 - May 2012
ADP Brokerage Services Group August 2004 - March 2007
Hewlett-Packard September 2003 - August 2004
Commerzbank June 2002 - June 2003
Deutsche Bank July 2000 - May 2002
Bankers Trust August 1995 - July 2000
Perkins & Will 1992 - 1995
Orkand 1990 - 1992
Naval Weapons Station Earle 1989 - 1992
Skills
Unix, Integration, SQL, Perl, Java, Databases, Apache, Access, HTML, C, Oracle, AIX, RedHat, Servers, Disaster Recovery, Solaris, Linux, Sybase, SDLC, Microsoft SQL Server, Technical Support, Performance Tuning, SOA, Security, Shell Scripting, High Availability, Operating Systems, Enterprise Software, ITIL, Cloud Computing, System Administration, Testing, Troubleshooting, Enterprise Architecture, Windows, System Deployment, Data Center, VMware, SharePoint, Quality Assurance, Virtualization, Business Process, Software Documentation, IT Strategy, Requirements Analysis, IT Management, Visio, Management, Vendor Management, IT Operations
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2007
BA - Sociology Cum Laude, Human Development, Technology, Communication, Writing
Autosys Admin 2005 — 2005
Linux Red Hat Admin 2005 — 2005
Serena PVCS Admin 2004 — 2004
Ajilon Online Training 2003 — 2003
Shell Programming
AppMind 2003 — 2003
AppMind integration with OpenView
Hewlett-Packard 2003 — 2003
Open View Administration
SUSE Linux Admin 2002 — 2002
IQFinancial 2002 — 2002
Supporting Loan IQ
Sun Education 1999 — 2001
Java, Solaris Administration
Dennis Matthews Dennis Matthews's Bankers Trust Experience January 1982 - November 1984
Job SVP Loan Operations Webster Bank
Industry Financial Services
Experience
Webster Bank June 2006 - Present
Webster Financial Corp. 2006 - Present
EGF&G Club 2006 - 2011
Bank of America February 2003 - May 2005
Fleet Bank June 1998 - February 2003
Shawmut Bank November 1984 - June 1998
Bankers Trust January 1982 - November 1984
Allstate Insurance June 1971 - December 1981
Education
United States Army War College 1992 — 1994
Strategic Studies, Strategic Studies
Seton Hall University 1964 — 1969
BA, Sociology
Webster Bank June 2006 - Present
Webster Financial Corp. 2006 - Present
EGF&G Club 2006 - 2011
Bank of America February 2003 - May 2005
Fleet Bank June 1998 - February 2003
Shawmut Bank November 1984 - June 1998
Bankers Trust January 1982 - November 1984
Allstate Insurance June 1971 - December 1981
Education
United States Army War College 1992 — 1994
Strategic Studies, Strategic Studies
Seton Hall University 1964 — 1969
BA, Sociology
Dave Kuttler Dave Kuttler's Bankers Trust Experience June 1997 - August 1999
Job SVP & CIO at Vertex Pharmaceuticals
Industry Biotechnology
Experience
ReSurfX, Inc. October 2011 - March 2014
Vertex Pharmaceuticals October 2008 - May 2011
Johnson & Johnson August 1999 - October 2008
Bankers Trust June 1997 - August 1999
Medco 1995 - 1997
Hewlett-Packard 1992 - 1995
Skills
Business Strategy, Leadership, IT Strategy, Governance, IT Management, Big Data, Enterprise Software, Culture Change, Infrastructure, Change Management, Enterprise Architecture, Business Intelligence, Vendor Management, Outsourcing, SDLC, IT Operations, IT Service Management, Project Portfolio..., ITIL, Business Continuity, Management, Strategy, Business Development, Security, Cloud Computing
Education
Stevens Institute of Technology 1998 — 2000
MS, Information Systems
ReSurfX, Inc. October 2011 - March 2014
Vertex Pharmaceuticals October 2008 - May 2011
Johnson & Johnson August 1999 - October 2008
Bankers Trust June 1997 - August 1999
Medco 1995 - 1997
Hewlett-Packard 1992 - 1995
Skills
Business Strategy, Leadership, IT Strategy, Governance, IT Management, Big Data, Enterprise Software, Culture Change, Infrastructure, Change Management, Enterprise Architecture, Business Intelligence, Vendor Management, Outsourcing, SDLC, IT Operations, IT Service Management, Project Portfolio..., ITIL, Business Continuity, Management, Strategy, Business Development, Security, Cloud Computing
Education
Stevens Institute of Technology 1998 — 2000
MS, Information Systems
Erich White's Bankers Trust Experience 1996 - 1998
Job Vice President, Human Capital Management at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2014 - Present
Goldman Sachs & Co. April 2006 - April 2014
Bristol-Myers Squibb February 2005 - February 2006
Bristol-Myers Squibb April 1998 - February 2005
Banker's Trust 1996 - 1998
Prudential Financial 1992 - 1996
Skills
Business Process..., Forecasting, Finance, Financial Analysis, Analysis, Project Management, Financial Services, Budgets, SAP, Strategic Financial..., Project Planning, Software Implementation, Data Analysis, Financial Reporting, Strategic Planning, Management, Leadership, Excel models, MS Excel Pivot Tables
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA
Seton Hall University 1988 — 1992
BS
Goldman Sachs April 2014 - Present
Goldman Sachs & Co. April 2006 - April 2014
Bristol-Myers Squibb February 2005 - February 2006
Bristol-Myers Squibb April 1998 - February 2005
Banker's Trust 1996 - 1998
Prudential Financial 1992 - 1996
Skills
Business Process..., Forecasting, Finance, Financial Analysis, Analysis, Project Management, Financial Services, Budgets, SAP, Strategic Financial..., Project Planning, Software Implementation, Data Analysis, Financial Reporting, Strategic Planning, Management, Leadership, Excel models, MS Excel Pivot Tables
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA
Seton Hall University 1988 — 1992
BS
Dzovig Zoe Gharibian Dzovig Zoe Gharibian's Bankers Trust Experience September 1992 - February 1994
Job Accounting Manager at Charlesbank Capital Partners
Industry Venture Capital & Private Equity
Experience
Charlesbank Capital Partners February 2006 - Present
BNY Mellon September 2001 - August 2005
State Street Bank June 1998 - September 2001
Harvard Management Company February 1994 - June 1998
Bankers Trust September 1992 - February 1994
Education
Rutgers University
Watertown High
Charlesbank Capital Partners February 2006 - Present
BNY Mellon September 2001 - August 2005
State Street Bank June 1998 - September 2001
Harvard Management Company February 1994 - June 1998
Bankers Trust September 1992 - February 1994
Education
Rutgers University
Watertown High
Bruce Solo Bruce Solo's Bankers Trust Experience January 1981 - December 1985
Job Solosoft Techsolutions a I.T solutions provider in Jacksonville Fl
Industry Information Technology and Services
Experience
Solosoft Solutions Inc October 2007 - Present
Solosoft Solutions, Inc November 2006 - Present
Computer Sales and Services September 2004 - November 2006
Komputer Kingdom 2003 - 2006
Spartan Computer Services Corp August 2001 - September 2004
Ttraining Solutions Group, Inc July 1997 - July 2001
Heller Financial 1982 - 1989
Bankers Trust January 1981 - December 1985
Skills
Microsoft Office, Teaching, Excel, Network Design, Planning, Business Planning, Network Engineering, Deployment, Analysis, Security, Cisco, Technical Training, Disaster Recovery, Cisco Technologies, Servers, TCP/IP, Project Planning, Data Center, System Deployment
Education
Herzing College 1998 — 2001
Diploma Network Engineer, Network Engineering, Business Administration
Saint John's University 1978 — 1982
BS, Business Administration
Saint John's University
B.A, Business Administration
Solosoft Solutions Inc October 2007 - Present
Solosoft Solutions, Inc November 2006 - Present
Computer Sales and Services September 2004 - November 2006
Komputer Kingdom 2003 - 2006
Spartan Computer Services Corp August 2001 - September 2004
Ttraining Solutions Group, Inc July 1997 - July 2001
Heller Financial 1982 - 1989
Bankers Trust January 1981 - December 1985
Skills
Microsoft Office, Teaching, Excel, Network Design, Planning, Business Planning, Network Engineering, Deployment, Analysis, Security, Cisco, Technical Training, Disaster Recovery, Cisco Technologies, Servers, TCP/IP, Project Planning, Data Center, System Deployment
Education
Herzing College 1998 — 2001
Diploma Network Engineer, Network Engineering, Business Administration
Saint John's University 1978 — 1982
BS, Business Administration
Saint John's University
B.A, Business Administration
Brian O'Shea Brian O'Shea's Bankers Trust Experience 1992 - 1998
Job CIT
Industry Information Technology and Services
Experience
CIT April 2013 - Present
Bank of America November 2011 - December 2012
Verizon Wireless July 2010 - October 2011
Jaguar Land Rover North America, LLC 2008 - August 2010
Morgan Stanley 2003 - 2008
Medco 2002 - 2003
Sony Electronics 2000 - 2002
Prudential Financial 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Bankers Trust 1992 - 1998
Skills
SDLC, Data Warehousing, Business Analysis, Project Management, Requirements Analysis, Data Modeling, Requirements Gathering, Software Project..., PMO, Database Design, Business Intelligence, Enterprise Architecture, Information Technology, DB2, IT Strategy, ETL, Integration, Systems Analysis, Agile Methodologies, Solution Architecture, Business Requirements, Oracle, Databases, IT Management, Microsoft SQL Server, SQL, Software Development, Teradata, User Acceptance Testing, PMP, Business Objects, Sybase, Actimize, Denodo, Big Data, Tableau, Data Science, VBA, MySQL, Hadoop, Python, R, Data Analysis, Data Migration, Apache Pig, Hive, Excel Models, Apache Spark, Machine Learning
Education
Rutgers, The State University of New Jersey-Newark
CIT April 2013 - Present
Bank of America November 2011 - December 2012
Verizon Wireless July 2010 - October 2011
Jaguar Land Rover North America, LLC 2008 - August 2010
Morgan Stanley 2003 - 2008
Medco 2002 - 2003
Sony Electronics 2000 - 2002
Prudential Financial 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Bankers Trust 1992 - 1998
Skills
SDLC, Data Warehousing, Business Analysis, Project Management, Requirements Analysis, Data Modeling, Requirements Gathering, Software Project..., PMO, Database Design, Business Intelligence, Enterprise Architecture, Information Technology, DB2, IT Strategy, ETL, Integration, Systems Analysis, Agile Methodologies, Solution Architecture, Business Requirements, Oracle, Databases, IT Management, Microsoft SQL Server, SQL, Software Development, Teradata, User Acceptance Testing, PMP, Business Objects, Sybase, Actimize, Denodo, Big Data, Tableau, Data Science, VBA, MySQL, Hadoop, Python, R, Data Analysis, Data Migration, Apache Pig, Hive, Excel Models, Apache Spark, Machine Learning
Education
Rutgers, The State University of New Jersey-Newark
Alex Rivera Alex Rivera's Bankers Trust Experience October 1991 - February 1993
Job Market Leader at Movement Mortgage
Industry Banking
Experience
Movement Mortgage November 2014 - Present
Jersey Mortgage Company February 1993 - November 2014
Bankers Trust October 1991 - February 1993
Bear Stearns November 1990 - September 1991
Spear Leed and Kellog December 1989 - November 1990
Salomon Brothers June 1987 - December 1989
Skills
Banking, Loans, Mortgage, Real Estate, Credit, Credit Risk, Mortgage Lending, Sellers, First Time Home Buyers, Investment Properties, FHA, Condos, Residential Homes, Investors, Referrals, Refinance, Buyers, Certified Mortgage..., Commercial Mortgages, Credit Analysis, FHA financing, Finance, Foreclosures, Government Loans, Sales, Short Sales, VA loans
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics/ Finance
Movement Mortgage November 2014 - Present
Jersey Mortgage Company February 1993 - November 2014
Bankers Trust October 1991 - February 1993
Bear Stearns November 1990 - September 1991
Spear Leed and Kellog December 1989 - November 1990
Salomon Brothers June 1987 - December 1989
Skills
Banking, Loans, Mortgage, Real Estate, Credit, Credit Risk, Mortgage Lending, Sellers, First Time Home Buyers, Investment Properties, FHA, Condos, Residential Homes, Investors, Referrals, Refinance, Buyers, Certified Mortgage..., Commercial Mortgages, Credit Analysis, FHA financing, Finance, Foreclosures, Government Loans, Sales, Short Sales, VA loans
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics/ Finance
Joseph Zito's Bankers Trust Experience January 1997 - June 1998
Job Senior Director, Business Performance Management at American Red Cross
Industry Nonprofit Organization Management
Experience
American Red Cross February 2014 - Present
American Red Cross March 2013 - January 2014
Mimeo.com January 2012 - January 2013
Mimeo.com December 1999 - January 2012
Frontier Insurance Group, Inc June 1998 - December 1999
Bankers Trust January 1997 - June 1998
Prudential Securities, Inc. December 1993 - December 1996
Skills
Salesforce.com, Business Process Design, Sales Management, CRM, Sales Process, Sales Compensation, Strategic Planning, Marketing Communications, Email Marketing, Data Analysis, Database Management, CRM software, Sales Force..., CTI, Budget Allocation, Budget Management, Sales Trainings, Data Management, Sales Operations, Software Project..., Financial Accounting, Project Management, Sales, Enterprise Software, SaaS, Account Management, Lead Generation, B2B, E-commerce, Budgets, New Business Development, Start-ups, Business Analysis, Leadership, Training, Marketing, Sales Effectiveness
Education
Siena College 1988 — 1992
BBA, Accounting
Clarkstown South 1984 — 1988
American Red Cross February 2014 - Present
American Red Cross March 2013 - January 2014
Mimeo.com January 2012 - January 2013
Mimeo.com December 1999 - January 2012
Frontier Insurance Group, Inc June 1998 - December 1999
Bankers Trust January 1997 - June 1998
Prudential Securities, Inc. December 1993 - December 1996
Skills
Salesforce.com, Business Process Design, Sales Management, CRM, Sales Process, Sales Compensation, Strategic Planning, Marketing Communications, Email Marketing, Data Analysis, Database Management, CRM software, Sales Force..., CTI, Budget Allocation, Budget Management, Sales Trainings, Data Management, Sales Operations, Software Project..., Financial Accounting, Project Management, Sales, Enterprise Software, SaaS, Account Management, Lead Generation, B2B, E-commerce, Budgets, New Business Development, Start-ups, Business Analysis, Leadership, Training, Marketing, Sales Effectiveness
Education
Siena College 1988 — 1992
BBA, Accounting
Clarkstown South 1984 — 1988
Lloyd B. Spencer's Bankers Trust Experience August 1998 - August 1999
Job Commodity Trading & Risk Management Executive
Industry Investment Banking
Experience
SmartEnergy Holdings LLC May 2012 - Present
Kahu Trading January 2009 - Present
Credit Suisse August 2012 - February 2013
Deutsche Bank June 2011 - December 2011
Kiwi Club of New York February 2004 - February 2011
Haroldon Court Condominium 2006 - 2011
KEA January 2008 - August 2009
Credit Suisse December 2004 - December 2008
PricewaterhouseCoopers December 1999 - December 2004
Bankers Trust August 1998 - August 1999
Skills
Commodities, Openlink, Statistical Arbitrage, Trading, Matlab, R, .NET, Energy Markets, Hedging, Energy, Retail Energy, Yacht Racing, C#, Data Center Energy..., Commodity, Derivatives, Energy Management, Risk Management, Financial Risk, Market Risk, Financial Modeling, Commodity Markets, Valuation, Portfolio Management, Management Consulting, Start-ups, Business Analysis, Options, Business Development, Management, Finance, Business Strategy, Analysis
Education
Kings School
Stanford University
MS
University of Auckland
B Comm B Sc
SmartEnergy Holdings LLC May 2012 - Present
Kahu Trading January 2009 - Present
Credit Suisse August 2012 - February 2013
Deutsche Bank June 2011 - December 2011
Kiwi Club of New York February 2004 - February 2011
Haroldon Court Condominium 2006 - 2011
KEA January 2008 - August 2009
Credit Suisse December 2004 - December 2008
PricewaterhouseCoopers December 1999 - December 2004
Bankers Trust August 1998 - August 1999
Skills
Commodities, Openlink, Statistical Arbitrage, Trading, Matlab, R, .NET, Energy Markets, Hedging, Energy, Retail Energy, Yacht Racing, C#, Data Center Energy..., Commodity, Derivatives, Energy Management, Risk Management, Financial Risk, Market Risk, Financial Modeling, Commodity Markets, Valuation, Portfolio Management, Management Consulting, Start-ups, Business Analysis, Options, Business Development, Management, Finance, Business Strategy, Analysis
Education
Kings School
Stanford University
MS
University of Auckland
B Comm B Sc
Robert Goobie, CMA's Bankers Trust Experience 1997 - 1999
Job Portfolio Manager Fixed Income and Derivatives at Healthcare of Ontario Pension Plan
Industry Investment Management
Experience
Healthcare of Ontario Pension Plan February 2011 - Present
Healthcare of Ontario Pension Plan February 2008 - February 2011
Healthcare of Ontario Pension Plan October 2000 - February 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1997 - 1999
TD Securities 1996 - 1997
HSBC 1994 - 1997
Templeton 1993 - 1994
Skills
Derivatives, Fixed Income, Options, Trading, Portfolio Management, Securities Lending, Investments, Collateral Management, Finance, Capital Markets, Currency, Bloomberg, Treasury, Equities, Asset Management, Hedge Funds, Pension Funds, FX trading, FX Options, Bonds, Swaps, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Equity Trading, Investment Management, Trading Systems, Back Office, Investment Strategies, Electronic Trading, Financial Modeling, Cash Management, Foreign Exchange, Credit Derivatives
Education
Society of Managment Accountants 1994 — 1996
CMA
Ryerson University 1989 — 1993
Bachelor of Commerce (B.Com.)
Healthcare of Ontario Pension Plan February 2011 - Present
Healthcare of Ontario Pension Plan February 2008 - February 2011
Healthcare of Ontario Pension Plan October 2000 - February 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1997 - 1999
TD Securities 1996 - 1997
HSBC 1994 - 1997
Templeton 1993 - 1994
Skills
Derivatives, Fixed Income, Options, Trading, Portfolio Management, Securities Lending, Investments, Collateral Management, Finance, Capital Markets, Currency, Bloomberg, Treasury, Equities, Asset Management, Hedge Funds, Pension Funds, FX trading, FX Options, Bonds, Swaps, Securities, Financial Markets, Alternative Investments, Equity Derivatives, Equity Trading, Investment Management, Trading Systems, Back Office, Investment Strategies, Electronic Trading, Financial Modeling, Cash Management, Foreign Exchange, Credit Derivatives
Education
Society of Managment Accountants 1994 — 1996
CMA
Ryerson University 1989 — 1993
Bachelor of Commerce (B.Com.)
Bill Hudock's Bankers Trust Experience January 1994 - July 1995
Job Management Consultant at Financial Industry Technical Services, Inc. (FITS)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2015 - Present
Aspire Financial Services November 2011 - March 2015
InvestLink Technologies October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS) January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services) December 1997 - December 1998
Dreyfus Retirement Services July 1995 - December 1997
Bankers Trust January 1994 - July 1995
Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services
Education
Saint Thomas Aquinas College 1980 — 1984
Bachelor of Science (BS), Finance, General
High School 1976 — 1980
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2015 - Present
Aspire Financial Services November 2011 - March 2015
InvestLink Technologies October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS) January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services) December 1997 - December 1998
Dreyfus Retirement Services July 1995 - December 1997
Bankers Trust January 1994 - July 1995
Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services
Education
Saint Thomas Aquinas College 1980 — 1984
Bachelor of Science (BS), Finance, General
High School 1976 — 1980
Daniel Schreier's Bankers Trust Experience December 1989 - February 1998
Job Director of: IT Program & Project Mgmt, Functional Architecture & IT Product Mgmt, Application Delivery Mgmt
Industry Information Technology and Services
Experience
CPI Solutions September 2011 - April 2015
Oaktree Capital Management October 2010 - May 2011
Lender Processing Services September 2008 - February 2010
Countrywide July 2007 - April 2008
Indymac Bank September 2005 - June 2007
Indymac Bank February 2004 - September 2005
Indymac Bank April 2000 - February 2004
Geac March 1998 - July 1999
Bankers Trust December 1989 - February 1998
Skills
SDLC, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Program Management, SaaS, Business Process, Strategic Planning, Project Management, Analysis, Management, PMO, Leadership, CRM, Disaster Recovery, ERP, Solution Architecture, Quality Assurance, Scrum, Software Development, Change Management, Banking, Agile Methodologies, SharePoint, SQL, IT Management, Testing, Project Planning, Enterprise Software, IT Strategy, Vendor Management, Resource Management, Business Process..., Enterprise Architecture, Consulting, Visio, Start-ups, IT Service Management, IT Relationship..., Business Transformation, Operations Management, Mission Critical System..., Change Agent
Education
University of Southern California - Marshall School of Business
M.B.A., Finance
Seton Hall University 1984 — 1988
B.S., Management
CPI Solutions September 2011 - April 2015
Oaktree Capital Management October 2010 - May 2011
Lender Processing Services September 2008 - February 2010
Countrywide July 2007 - April 2008
Indymac Bank September 2005 - June 2007
Indymac Bank February 2004 - September 2005
Indymac Bank April 2000 - February 2004
Geac March 1998 - July 1999
Bankers Trust December 1989 - February 1998
Skills
SDLC, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Program Management, SaaS, Business Process, Strategic Planning, Project Management, Analysis, Management, PMO, Leadership, CRM, Disaster Recovery, ERP, Solution Architecture, Quality Assurance, Scrum, Software Development, Change Management, Banking, Agile Methodologies, SharePoint, SQL, IT Management, Testing, Project Planning, Enterprise Software, IT Strategy, Vendor Management, Resource Management, Business Process..., Enterprise Architecture, Consulting, Visio, Start-ups, IT Service Management, IT Relationship..., Business Transformation, Operations Management, Mission Critical System..., Change Agent
Education
University of Southern California - Marshall School of Business
M.B.A., Finance
Seton Hall University 1984 — 1988
B.S., Management
Steve Paraboschi's Bankers Trust Experience February 1998 - May 2000
Job Chief Executive Officer at AXA Assistance USA
Industry Insurance
Experience
AXA Assistance USA March 2015 - Present
AXA Assistance USA May 2009 - Present
Steven Paraboschi, LLC December 2007 - May 2009
MetLife May 2000 - November 2007
Bankers Trust February 1998 - May 2000
Automatic Data Processing (ADP) July 1995 - February 1998
Quick America 1994 - 1995
Skills
Strategic Planning, Insurance, Strategy, Management, Business Strategy, Program Management, Health Insurance, Leadership, IT Strategy, Product Management, Underwriting, Business Process..., Marketing, Sales, Cross-functional Team..., Process Improvement, Start-ups, Intellectually Curious, E-commerce, Team Management, CRM, Business Analysis, Outsourcing, Vendor Management, Risk Management, Employee Benefits, Banking, Financial Services, Change Management, Customer Satisfaction, Analysis, Business Development, Management Consulting, Analytics, Sales Operations, Business Planning, Account Management, Business Intelligence, Call Centers, Project Portfolio..., Team Leadership
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1996
MBA, Corporate Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Economics
Montville Township High School 1983 — 1987
AXA Assistance USA March 2015 - Present
AXA Assistance USA May 2009 - Present
Steven Paraboschi, LLC December 2007 - May 2009
MetLife May 2000 - November 2007
Bankers Trust February 1998 - May 2000
Automatic Data Processing (ADP) July 1995 - February 1998
Quick America 1994 - 1995
Skills
Strategic Planning, Insurance, Strategy, Management, Business Strategy, Program Management, Health Insurance, Leadership, IT Strategy, Product Management, Underwriting, Business Process..., Marketing, Sales, Cross-functional Team..., Process Improvement, Start-ups, Intellectually Curious, E-commerce, Team Management, CRM, Business Analysis, Outsourcing, Vendor Management, Risk Management, Employee Benefits, Banking, Financial Services, Change Management, Customer Satisfaction, Analysis, Business Development, Management Consulting, Analytics, Sales Operations, Business Planning, Account Management, Business Intelligence, Call Centers, Project Portfolio..., Team Leadership
Education
Fairleigh Dickinson University-Florham Campus 1992 — 1996
MBA, Corporate Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Economics
Montville Township High School 1983 — 1987
Joseph Cece's Bankers Trust Experience September 1995 - March 1998
Job Vice President at Citi Hedge Fund Services North America Inc.
Industry Financial Services
Experience
Citigroup October 2007 - Present
SunGard October 2006 - October 2007
New York Life Investment Management March 1998 - August 2006
Bankers Trust September 1995 - March 1998
Merrill Lynch August 1994 - September 1995
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Fund Accounting, Investments, Business Process, CRM, Business Analysis, Accounting, Analysis, Fixed Income, Market Data, Financial Services, Derivatives, Asset Allocation, Securities, Equities
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
B.A., Economics, G.P.A.: 3.71 of 4.00
Citigroup October 2007 - Present
SunGard October 2006 - October 2007
New York Life Investment Management March 1998 - August 2006
Bankers Trust September 1995 - March 1998
Merrill Lynch August 1994 - September 1995
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Fund Accounting, Investments, Business Process, CRM, Business Analysis, Accounting, Analysis, Fixed Income, Market Data, Financial Services, Derivatives, Asset Allocation, Securities, Equities
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1994
B.A., Economics, G.P.A.: 3.71 of 4.00
Lorna Ness's Bankers Trust Experience 1981 - 1996
Job Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's DirecteurAXADecember 2000 - February 2002
AXA Equitable August 1999 - February 2002
NetRisk 1997 - 1999
Askari May 1996 - March 1997
Bankers Trust 1981 - 1996
Skills
Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Derivatives, Treasury Management, Financial Modeling, Liquidity Risk, Management Consulting, Project Management, Corporate Finance, Securitization, Capital Markets, Fixed Income, Structured Finance, Product Management, Banking, Insurance, Structured Products, ABS, Portfolio Management, Finance, Investment Banking, Financial Markets, Emerging Markets, Equities, Hedge Funds, Bonds, Securities, Risk Management, Financial Structuring, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA
University of Pennsylvania 1977 — 1981
MA
St. Lawrence University 1971 — 1975
Standard & Poor's DirecteurAXADecember 2000 - February 2002
AXA Equitable August 1999 - February 2002
NetRisk 1997 - 1999
Askari May 1996 - March 1997
Bankers Trust 1981 - 1996
Skills
Enterprise Risk..., Financial Risk, Credit Risk, Market Risk, Derivatives, Treasury Management, Financial Modeling, Liquidity Risk, Management Consulting, Project Management, Corporate Finance, Securitization, Capital Markets, Fixed Income, Structured Finance, Product Management, Banking, Insurance, Structured Products, ABS, Portfolio Management, Finance, Investment Banking, Financial Markets, Emerging Markets, Equities, Hedge Funds, Bonds, Securities, Risk Management, Financial Structuring, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA
University of Pennsylvania 1977 — 1981
MA
St. Lawrence University 1971 — 1975
Thomas Valentino's Bankers Trust Experience 1996 - 2000
Job Service Manager at Sorbis Corporation
Industry Information Technology and Services
Experience
Sorbis Corporation July 2015 - Present
HCL Technologies (Infrastructure Services Division) November 2012 - May 2015
CompuCom March 2011 - November 2012
CompuCom October 2005 - March 2011
OppenheimerFunds October 2004 - February 2005
Deutsche Bank 2000 - 2003
Bankers Trust 1996 - 2000
Merck December 1993 - June 1996
MCI International November 1992 - June 1993
Skills
ITIL, Vendor Management, Business Analysis, SharePoint, IT Service Management, IT Strategy, Service Delivery, Service Delivery..., Troubleshooting, Business Relationship..., ITIL Service Strategy, Communication Skills, IT Management, IT Outsourcing, Disaster Recovery, Process Improvement, IT Operations, Project Management, Outsourcing, Integration, Project Delivery, Active Directory, Service Management, Software Project..., ITIL Certified, Team Leadership, Software Documentation, Technical Support, Incident Management, Lotus Notes, Operating Systems, Windows, Problem Management, Blackberry, Requirements Analysis, Visio, Change Management, Data Center, Leadership, Service Desk, Vendor Relationship..., Budget Forecasts
Education
Saint Peter's University 1988 — 1992
BS, Computer Science, Data Processing
Saint Joseph by the Sea High School 1984 — 1988
Sorbis Corporation July 2015 - Present
HCL Technologies (Infrastructure Services Division) November 2012 - May 2015
CompuCom March 2011 - November 2012
CompuCom October 2005 - March 2011
OppenheimerFunds October 2004 - February 2005
Deutsche Bank 2000 - 2003
Bankers Trust 1996 - 2000
Merck December 1993 - June 1996
MCI International November 1992 - June 1993
Skills
ITIL, Vendor Management, Business Analysis, SharePoint, IT Service Management, IT Strategy, Service Delivery, Service Delivery..., Troubleshooting, Business Relationship..., ITIL Service Strategy, Communication Skills, IT Management, IT Outsourcing, Disaster Recovery, Process Improvement, IT Operations, Project Management, Outsourcing, Integration, Project Delivery, Active Directory, Service Management, Software Project..., ITIL Certified, Team Leadership, Software Documentation, Technical Support, Incident Management, Lotus Notes, Operating Systems, Windows, Problem Management, Blackberry, Requirements Analysis, Visio, Change Management, Data Center, Leadership, Service Desk, Vendor Relationship..., Budget Forecasts
Education
Saint Peter's University 1988 — 1992
BS, Computer Science, Data Processing
Saint Joseph by the Sea High School 1984 — 1988
Schene N. Groom's Bankers Trust Experience 1998 - 1999
Job Director, Information Technology
Industry Information Technology and Services
Experience
National Metering Services, Inc 2009 - Present
CCNet Managed Services March 2008 - Present
Underdog Truck Service July 2005 - March 2008
Austin Nichols 2000 - 2001
esavio 1999 - 2001
Tachion Networks 1999 - 2000
Bankers Trust 1998 - 1999
Bertelsmann April 1997 - July 1998
BMG February 1994 - April 1997
Bertelsmann 1994 - 1996
Skills
IT Strategy, Operations Management, Data Center, Security, Network Engineering, Troubleshooting, Business Analysis, Servers, Telecommunications, Vendor Management, Infrastructure, Software Development, LAN-WAN, Strategic Planning, Network Architecture, Project Management, Business Intelligence, Java, DNS, Sendmail, Unix Operating Systems, Management, Unix, Samba, Cacti, SNMP
Education
USMC Data Processing 1987 — 1988
Local and Wide Area Networking, Mainframe Programming and Small Systems
St. Peter's College 1985 — 1987
Computer Science
Wood-Ridge High School 1980 — 1985
College Preparatory
National Metering Services, Inc 2009 - Present
CCNet Managed Services March 2008 - Present
Underdog Truck Service July 2005 - March 2008
Austin Nichols 2000 - 2001
esavio 1999 - 2001
Tachion Networks 1999 - 2000
Bankers Trust 1998 - 1999
Bertelsmann April 1997 - July 1998
BMG February 1994 - April 1997
Bertelsmann 1994 - 1996
Skills
IT Strategy, Operations Management, Data Center, Security, Network Engineering, Troubleshooting, Business Analysis, Servers, Telecommunications, Vendor Management, Infrastructure, Software Development, LAN-WAN, Strategic Planning, Network Architecture, Project Management, Business Intelligence, Java, DNS, Sendmail, Unix Operating Systems, Management, Unix, Samba, Cacti, SNMP
Education
USMC Data Processing 1987 — 1988
Local and Wide Area Networking, Mainframe Programming and Small Systems
St. Peter's College 1985 — 1987
Computer Science
Wood-Ridge High School 1980 — 1985
College Preparatory
Lauren Altucher's Bankers Trust Experience April 1998 - September 1999
Job Technical Leader at HBO
Industry Computer Software
Experience
HBO January 2002 - Present
Vaultus October 2000 - December 2001
Xceed September 1999 - October 2000
Bankers Trust April 1998 - September 1999
AT&T September 1996 - September 1997
Skills
Oracle, Swing, Software Development, Project Management, XML, HTML, SDLC, Analysis, Enterprise Software, SQL, Software Project..., JavaScript, Spring, Wireless, Digital Media, Design Patterns, Telecommunications, Leadership, Business Analysis, ASP, C, Requirements Analysis, JSON, Agile Methodologies, AJAX, User Interface Design, Java Enterprise Edition, User Interface, C++, Java, Hibernate
Education
Eötvös Loránd Tudományegyetem 1998 — 1998
Mathematics
Rutgers University-New Brunswick 1992 — 1996
BA, Computer Science, Math
HBO January 2002 - Present
Vaultus October 2000 - December 2001
Xceed September 1999 - October 2000
Bankers Trust April 1998 - September 1999
AT&T September 1996 - September 1997
Skills
Oracle, Swing, Software Development, Project Management, XML, HTML, SDLC, Analysis, Enterprise Software, SQL, Software Project..., JavaScript, Spring, Wireless, Digital Media, Design Patterns, Telecommunications, Leadership, Business Analysis, ASP, C, Requirements Analysis, JSON, Agile Methodologies, AJAX, User Interface Design, Java Enterprise Edition, User Interface, C++, Java, Hibernate
Education
Eötvös Loránd Tudományegyetem 1998 — 1998
Mathematics
Rutgers University-New Brunswick 1992 — 1996
BA, Computer Science, Math
Lisa Zonino's Bankers Trust Experience 1985 - 1999
Job Consultant at Egon Zehnder International
Industry Financial Services
Experience
Egon Zehnder International September 2012 - Present
CIT July 2010 - Present
CIT Group 2010 - Present
Egon Zehnder International 2007 - 2010
Morgan Stanley 1999 - 2007
Bankers Trust 1985 - 1999
Banker Trust 1985 - 1999
Banker Trust 1985 - 1999
Skills
Credit Risk, Operational Risk, Risk Management, Market Risk, Risk
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Smith College 1979 — 1983
AB, Economics/Psychology
The Taft School 1977 — 1979
Irvington HS
Irvington high school
Irvington high school
Egon Zehnder International September 2012 - Present
CIT July 2010 - Present
CIT Group 2010 - Present
Egon Zehnder International 2007 - 2010
Morgan Stanley 1999 - 2007
Bankers Trust 1985 - 1999
Banker Trust 1985 - 1999
Banker Trust 1985 - 1999
Skills
Credit Risk, Operational Risk, Risk Management, Market Risk, Risk
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Smith College 1979 — 1983
AB, Economics/Psychology
The Taft School 1977 — 1979
Irvington HS
Irvington high school
Irvington high school
George Redfern's Bankers Trust Experience 1998 - 2000
Job Project Manager at Paladyne Systems
Industry Financial Services
Experience
Paladyne Systems Project ManagerPaladyne Systems2007 - Present
Deutsche Bank / Bankers Trust 1998 - 2003
Bankers Trust 1998 - 2000
Education
Saint Peter's University 1991 — 1996
Marist High School
Paladyne Systems Project ManagerPaladyne Systems2007 - Present
Deutsche Bank / Bankers Trust 1998 - 2003
Bankers Trust 1998 - 2000
Education
Saint Peter's University 1991 — 1996
Marist High School
Mike Slomsky's Bankers Trust Experience 1995 - 1997
Job Investor
Industry Financial Services
Experience
Personal investor May 2013 - Present
Graham Capital Management September 2012 - May 2013
JPMorgan August 1999 - January 2012
Bankers Trust 1995 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
Personal investor May 2013 - Present
Graham Capital Management September 2012 - May 2013
JPMorgan August 1999 - January 2012
Bankers Trust 1995 - 1997
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
John Finnin's Bankers Trust Experience 1990 - 1997
Job Principal at Robeco Investment Management
Industry Financial Services
Experience
Robeco Investment Management June 2007 - Present
Citigroup June 2004 - May 2007
Dreyfus / Mellon Retirement Services 1997 - 2004
Mellon HR Solutions 1997 - 2004
Mellon Retirement Services 1997 - 2004
Mellon Employee Benefits Solutions 1997 - 2004
Bankers Trust 1990 - 1997
Skills
Asset Management, Employee Benefits, Valuation, Leadership, Capital Markets, Investments, Bloomberg, Asset Allocation, Wealth Management, Asset Managment, Due Diligence, Process Improvement, Management, Financial Services, Vendor Management, Finance, Mutual Funds, Retirement
Education
Saint Bonaventure University 1985 — 1989
Robeco Investment Management June 2007 - Present
Citigroup June 2004 - May 2007
Dreyfus / Mellon Retirement Services 1997 - 2004
Mellon HR Solutions 1997 - 2004
Mellon Retirement Services 1997 - 2004
Mellon Employee Benefits Solutions 1997 - 2004
Bankers Trust 1990 - 1997
Skills
Asset Management, Employee Benefits, Valuation, Leadership, Capital Markets, Investments, Bloomberg, Asset Allocation, Wealth Management, Asset Managment, Due Diligence, Process Improvement, Management, Financial Services, Vendor Management, Finance, Mutual Funds, Retirement
Education
Saint Bonaventure University 1985 — 1989
Carl Ferrara's Bankers Trust Experience 1977 - 1980
Job Managing Director at JPMorgan
Industry Banking
Experience
JPMorgan January 2008 - Present
The Chase Manhattan Bank 1988 - 2005
J&W Seligman 1980 - 1987
Bankers Trust 1977 - 1980
Gulf and Western 1973 - 1977
Ford Motor Company 1973 - 1974
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Asset Managment, Financial Analysis, Capital Markets, Investment Management, Equities, Asset Management, Finance, Bloomberg, Global Custody, Derivatives, Mergers & Acquisitions, Banking, Risk Management, Financial Markets, Series 7, Management, Portfolio Management, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Finance
Upsala College 1968 — 1972
Bachelor of Arts (BA), Economica and Philosophy
JPMorgan January 2008 - Present
The Chase Manhattan Bank 1988 - 2005
J&W Seligman 1980 - 1987
Bankers Trust 1977 - 1980
Gulf and Western 1973 - 1977
Ford Motor Company 1973 - 1974
Skills
Alternative Investments, Hedge Funds, Investments, Fixed Income, Securities, Mutual Funds, Asset Managment, Financial Analysis, Capital Markets, Investment Management, Equities, Asset Management, Finance, Bloomberg, Global Custody, Derivatives, Mergers & Acquisitions, Banking, Risk Management, Financial Markets, Series 7, Management, Portfolio Management, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 1972 — 1973
MBA, Finance
Upsala College 1968 — 1972
Bachelor of Arts (BA), Economica and Philosophy
Fran Carbone's Bankers Trust Experience December 1987 - November 1995
Job Principal, Fran Carbone Associates, Inc.
Industry Financial Services
Experience
Fran Carbone Associates, Inc. June 2008 - Present
Morgan Stanley January 2007 - November 2007
Morgan Stanley November 2000 - January 2007
Morgan Stanley March 1996 - January 2000
Bankers Trust December 1987 - November 1995
Skills
Recruiting, Project Management, Talent Management, Human Resources, Management, Strategy, Business Development, Strategic Planning, Banking, Requirements Analysis, Organizational..., Leadership, Business Process, Business Analysis, Vendor Management, Consulting
Education
State University of New York Empire State College 1991 — 1992
BS, Management Information Science
Fran Carbone Associates, Inc. June 2008 - Present
Morgan Stanley January 2007 - November 2007
Morgan Stanley November 2000 - January 2007
Morgan Stanley March 1996 - January 2000
Bankers Trust December 1987 - November 1995
Skills
Recruiting, Project Management, Talent Management, Human Resources, Management, Strategy, Business Development, Strategic Planning, Banking, Requirements Analysis, Organizational..., Leadership, Business Process, Business Analysis, Vendor Management, Consulting
Education
State University of New York Empire State College 1991 — 1992
BS, Management Information Science
Dennis Kelly CFA's Bankers Trust Experience June 1992 - October 1997
Job Director of Treasury at Mitsubishi Motors North America, Inc.
Industry Automotive
Experience
Mitsubishi Motors October 2003 - Present
Mitsubishi Motors September 1999 - October 2003
Westcorp / WFS Financial October 1997 - August 1999
Bankers Trust June 1992 - October 1997
Resolution Trust Corporation June 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Finance, Financial Reporting, Credit, Managerial Finance, Accounting, Sarbanes-Oxley Act, Cash Flow, Treasury, Risk Management, Valuation, Strategic Financial..., Cash Management, Financial Planning
Education
San Diego State University-California State University
BS, Finance
Mitsubishi Motors October 2003 - Present
Mitsubishi Motors September 1999 - October 2003
Westcorp / WFS Financial October 1997 - August 1999
Bankers Trust June 1992 - October 1997
Resolution Trust Corporation June 1990 - June 1992
Skills
Financial Modeling, Financial Analysis, Forecasting, Corporate Finance, Finance, Financial Reporting, Credit, Managerial Finance, Accounting, Sarbanes-Oxley Act, Cash Flow, Treasury, Risk Management, Valuation, Strategic Financial..., Cash Management, Financial Planning
Education
San Diego State University-California State University
BS, Finance
Ivy Olsen's Bankers Trust Experience 1985 - 1993
Job Accountant Analyst at Parker Aerospace
Industry Semiconductors
Experience
Parker Aerospace June 2012 - Present
SMSC August 2011 - June 2012
Data Device Corporation June 2005 - August 2011
Atkins Nutritionals, Inc. June 2002 - November 2004
Kleet Lumber May 1999 - May 2002
Bankers Trust 1985 - 1993
American Express Bank 1981 - 1985
Columbia Ribbon and Carbon 1980 - 1982
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Budgets, Auditing, Business Analysis, Cost Accounting, Cross-functional Team..., Employee Relations, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, General Ledger, Hyperion Enterprise, Manufacturing, Mergers, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Payroll, PeopleSoft, Process Improvement, Program Management, Project Management, SAP, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Six Sigma, Strategic Planning, US GAAP, Variance Analysis, Internal Controls
Education
St. Joseph's College
MBA, Accounting
St. Joseph's College 2003 — 2005
MS, Human Resources
St. Joseph's College 1996 — 1998
BS, Accounting
Parker Aerospace June 2012 - Present
SMSC August 2011 - June 2012
Data Device Corporation June 2005 - August 2011
Atkins Nutritionals, Inc. June 2002 - November 2004
Kleet Lumber May 1999 - May 2002
Bankers Trust 1985 - 1993
American Express Bank 1981 - 1985
Columbia Ribbon and Carbon 1980 - 1982
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Analysis, Budgets, Auditing, Business Analysis, Cost Accounting, Cross-functional Team..., Employee Relations, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, General Ledger, Hyperion Enterprise, Manufacturing, Mergers, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Payroll, PeopleSoft, Process Improvement, Program Management, Project Management, SAP, SEC filings, Sarbanes-Oxley, Sarbanes-Oxley Act, Six Sigma, Strategic Planning, US GAAP, Variance Analysis, Internal Controls
Education
St. Joseph's College
MBA, Accounting
St. Joseph's College 2003 — 2005
MS, Human Resources
St. Joseph's College 1996 — 1998
BS, Accounting
Debbie Higgins's Bankers Trust Experience 1987 - 1995
Job Manager, HCM at Collaborative Solutions, LLC
Industry Financial Services
Experience
Collaborative Solutions, LLC April 2014 - Present
Collaborative Solutions, LLC October 2012 - Present
International Rescue Committee November 2010 - October 2012
MSCI Inc. January 2009 - November 2010
Altria Corporate Services, Inc. 2006 - 2008
Altria Corporate Services, Inc. 2002 - 2006
Philip Morris International 1995 - 2002
Bankers Trust 1987 - 1995
Yourdon 1980 - 1987
Skills
Workday, SAP HR, Personnel Management, HRIS, Deferred Compensation, Human Resources, Training, PeopleSoft, Talent Management, Benefits Administration, Leadership, Change Management, Onboarding, Performance Management, Management, Employee Benefits
Education
University at Albany, SUNY 1978 — 1980
MA, Russian Language & Literature
Rutgers University-New Brunswick 1974 — 1978
BA, Russian Lanuage, Russian Literature
Collaborative Solutions, LLC April 2014 - Present
Collaborative Solutions, LLC October 2012 - Present
International Rescue Committee November 2010 - October 2012
MSCI Inc. January 2009 - November 2010
Altria Corporate Services, Inc. 2006 - 2008
Altria Corporate Services, Inc. 2002 - 2006
Philip Morris International 1995 - 2002
Bankers Trust 1987 - 1995
Yourdon 1980 - 1987
Skills
Workday, SAP HR, Personnel Management, HRIS, Deferred Compensation, Human Resources, Training, PeopleSoft, Talent Management, Benefits Administration, Leadership, Change Management, Onboarding, Performance Management, Management, Employee Benefits
Education
University at Albany, SUNY 1978 — 1980
MA, Russian Language & Literature
Rutgers University-New Brunswick 1974 — 1978
BA, Russian Lanuage, Russian Literature
Christopher Scherner's Bankers Trust Experience 1996 - 1999
Job Syndicate Operations Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2010 - Present
Wells Fargo September 1999 - October 2010
Bankers Trust 1996 - 1999
Merrill Lynch 1994 - 1996
Van Eck Associates 1993 - 1994
Skills
Banking, Investments, Mutual Funds, Asset Managment, Project Management, Fixed Income, Asset Management, Finance, Securities, Securities Lending, Financial Modeling, Financial Analysis, Business Strategy, Equities, Bonds, Cash Management, Analysis, Bloomberg, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (BS), Accounting
River Dell High
Wells Fargo November 2010 - Present
Wells Fargo September 1999 - October 2010
Bankers Trust 1996 - 1999
Merrill Lynch 1994 - 1996
Van Eck Associates 1993 - 1994
Skills
Banking, Investments, Mutual Funds, Asset Managment, Project Management, Fixed Income, Asset Management, Finance, Securities, Securities Lending, Financial Modeling, Financial Analysis, Business Strategy, Equities, Bonds, Cash Management, Analysis, Bloomberg, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Science (BS), Accounting
River Dell High
Louis Morgantini's Bankers Trust Experience 1990 - 1996
Job Director Margin Technology at Citigroup
Industry Information Technology and Services
Experience
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Citigroup May 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2010
Fidelity Investments March 2009 - September 2009
GlobeOp Financial Services April 2006 - May 2008
Various firms 2005 - 2006
Lehman Brothers 2001 - 2005
Lehman Brothers September 1996 - April 2000
Bankers Trust 1990 - 1996
Skills
Business Process, Software Documentation, Risk Management, Project Management, Capital Markets, E-commerce, Project Portfolio..., Business Analysis, Analysis, Requirements Gathering, Fixed Income, Trading Systems, Quality Assurance, Derivatives, Databases, Investment Banking, Leadership, Management
Education
University of Medicine and Dentistry of New Jersey 2004 — 2005
BS, Nuclear Medicine Technology
St. Francis College 1983 — 1987
BA, Business Management
Carey Loftus's Bankers Trust Experience 1987 - 1999
Job Great Play of Middletown Opening September 2015
Industry Health, Wellness and Fitness
Experience
Jacanna Inc. DBA Great Play of Middletown January 2015 - Present
State Street 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust 1987 - 1999
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Banking, Investments, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Bonds, Financial Markets, Trading, Relationship Management, Investment Banking, Asset Allocation, Investment Management, Financial Risk, Private Equity, Analysis, Securities Lending, CRM, Global Custody, Middle Office, Fund Accounting, Client Services
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
MBA
State University of New York College at Cortland
State University of New York College at Oswego
BS, Business Administration
Jacanna Inc. DBA Great Play of Middletown January 2015 - Present
State Street 2003 - 2013
Deutsche Bank 1999 - 2003
Bankers Trust 1987 - 1999
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Bloomberg, Mutual Funds, Capital Markets, Banking, Investments, Asset Management, Alternative Investments, Portfolio Management, Financial Services, Bonds, Financial Markets, Trading, Relationship Management, Investment Banking, Asset Allocation, Investment Management, Financial Risk, Private Equity, Analysis, Securities Lending, CRM, Global Custody, Middle Office, Fund Accounting, Client Services
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
MBA
State University of New York College at Cortland
State University of New York College at Oswego
BS, Business Administration
Michael Taliercio's Bankers Trust Experience September 1990 - March 1994
Job Math Teacher
Industry Primary/Secondary Education
Experience
Saint Matthias School January 2014 - Present
Lehman Brothers Bank December 2005 - March 2008
JPMorgan Chase February 1999 - December 2005
Constantin Control Associates April 1994 - February 1999
Bankers Trust September 1990 - March 1994
Skills
Access, Account Reconciliation, Analysis, Derivatives, Finance, Portfolio Management, Accounting, Banking, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
Tottenville High School 1982 — 1986
Saint Matthias School January 2014 - Present
Lehman Brothers Bank December 2005 - March 2008
JPMorgan Chase February 1999 - December 2005
Constantin Control Associates April 1994 - February 1999
Bankers Trust September 1990 - March 1994
Skills
Access, Account Reconciliation, Analysis, Derivatives, Finance, Portfolio Management, Accounting, Banking, Hedge Funds
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
Tottenville High School 1982 — 1986
Michelle Hernandez Watkins's Bankers Trust Experience June 1997 - June 1998
Job Digital IT Business Relationship Manager at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson Consumer July 2008 - Present
Johnson & Johnson Group of Consumer Companies November 2005 - June 2008
Johnson & Johnson November 1998 - October 2005
Rockefeller Financial Services Inc July 1998 - October 1998
Bankers Trust June 1997 - June 1998
Skills
Cross-functional Team..., Vendor Management, Business Relationship..., Business Intelligence, Team Building, Digital Marketing, Project Management, Process Improvement, SDLC, Management, IT Strategy, ITIL, Project Portfolio..., Business Process, Leadership, Program Management, Supply Chain, Quality Assurance, Analytics
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Management of Innovation and Technology
Rutgers University-New Brunswick 1993 — 1997
BS, Finance
Johnson & Johnson Consumer July 2008 - Present
Johnson & Johnson Group of Consumer Companies November 2005 - June 2008
Johnson & Johnson November 1998 - October 2005
Rockefeller Financial Services Inc July 1998 - October 1998
Bankers Trust June 1997 - June 1998
Skills
Cross-functional Team..., Vendor Management, Business Relationship..., Business Intelligence, Team Building, Digital Marketing, Project Management, Process Improvement, SDLC, Management, IT Strategy, ITIL, Project Portfolio..., Business Process, Leadership, Program Management, Supply Chain, Quality Assurance, Analytics
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Management of Innovation and Technology
Rutgers University-New Brunswick 1993 — 1997
BS, Finance
Richard Weisberg's Bankers Trust Experience 1997 - 1998
Job Director Risk Architecture at Citi
Industry Banking
Experience
Citi June 2011 - Present
Citi July 2008 - May 2011
HSBC 2001 - 2008
Deutsche Bank 1998 - 2001
Bankers Trust 1997 - 1998
HSBC 1993 - 1997
CIBC 1991 - 1993
HSBC 1987 - 1991
Education
State University of New York at Buffalo - School of Management 1985 — 1987
MBA, Finance
West Virginia University 1981 — 1985
BS, Finance
Citi June 2011 - Present
Citi July 2008 - May 2011
HSBC 2001 - 2008
Deutsche Bank 1998 - 2001
Bankers Trust 1997 - 1998
HSBC 1993 - 1997
CIBC 1991 - 1993
HSBC 1987 - 1991
Education
State University of New York at Buffalo - School of Management 1985 — 1987
MBA, Finance
West Virginia University 1981 — 1985
BS, Finance
Charlie Neiss's Bankers Trust Experience July 1985 - January 1987
Job SVP at Citigroup
Industry Financial Services
Experience
Citigroup February 1987 - Present
Watchung Borough Board of Education April 2001 - December 2013
Bankers Trust July 1985 - January 1987
Deloitte Haskins & Sells February 1984 - July 1985
Skills
IT Strategy, Enterprise Architecture, Financial Services, SDLC, Business Analysis, Vendor Management, Risk Management, Program Management, Governance, Integration, Project Portfolio..., IT Management, Process Improvement, Enterprise Software, Strategy, Business Process...
Education
Stevens Institute of Technology 2005 — 2007
MS, IS
Chubb Institute for Computer Technology 1983 — 1983
Temple University 1977 — 1981
BA, Anthropology
Citigroup February 1987 - Present
Watchung Borough Board of Education April 2001 - December 2013
Bankers Trust July 1985 - January 1987
Deloitte Haskins & Sells February 1984 - July 1985
Skills
IT Strategy, Enterprise Architecture, Financial Services, SDLC, Business Analysis, Vendor Management, Risk Management, Program Management, Governance, Integration, Project Portfolio..., IT Management, Process Improvement, Enterprise Software, Strategy, Business Process...
Education
Stevens Institute of Technology 2005 — 2007
MS, IS
Chubb Institute for Computer Technology 1983 — 1983
Temple University 1977 — 1981
BA, Anthropology
Frank Lauletta's Bankers Trust Experience 1974 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Trust Company August 2001 - November 2007
Bankers Trust 1974 - 2001
Education
St. Francis College 1970 — 1974
U.S. Trust Company August 2001 - November 2007
Bankers Trust 1974 - 2001
Education
St. Francis College 1970 — 1974
jennifer bol's Bankers Trust Experience 1991 - 1994
Job global practice leader; education, nonprofit, and government practice, spencer stuart
Industry Staffing and Recruiting
Experience
Spencer Stuart January 2003 - Present
Heidrick & Struggles 1997 - 2002
Young & Rubicam 1994 - 1997
Bankers Trust 1991 - 1994
The MAC Group 1984 - 1992
Education
Yale University - Yale School of Management 1984 — 1986
Smith College 1977 — 1981
A.B., Government and Economics
Spencer Stuart January 2003 - Present
Heidrick & Struggles 1997 - 2002
Young & Rubicam 1994 - 1997
Bankers Trust 1991 - 1994
The MAC Group 1984 - 1992
Education
Yale University - Yale School of Management 1984 — 1986
Smith College 1977 — 1981
A.B., Government and Economics
Diane Severino's Bankers Trust Experience 1987 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
State Street Bank February 1987 - December 2014
Bankers Trust 1987 - 2003
Skills
Financial Services, Equities, Fixed Income, Securities, Mutual Funds, Relationship Management, Investments, Asset Management, Derivatives, Investment Banking, Customer Service, Leadership, Series 7, CRM, Management, Accounting, Banking, Risk Management, New Business Development, Fund Administration, Global Custody, Financial Analysis, FX Options, Fund Accounting, Securities Lending, Alternative Investments, Bloomberg, Financial Markets, Series 63, Portfolio Management, Customer Satisfaction, Bonds, Corporate Actions, Capital Markets, Middle Office, Business Analysis, Asset Managment, Hedge Funds
Education
Rutgers University-New Brunswick 1980 — 1983
State Street Bank February 1987 - December 2014
Bankers Trust 1987 - 2003
Skills
Financial Services, Equities, Fixed Income, Securities, Mutual Funds, Relationship Management, Investments, Asset Management, Derivatives, Investment Banking, Customer Service, Leadership, Series 7, CRM, Management, Accounting, Banking, Risk Management, New Business Development, Fund Administration, Global Custody, Financial Analysis, FX Options, Fund Accounting, Securities Lending, Alternative Investments, Bloomberg, Financial Markets, Series 63, Portfolio Management, Customer Satisfaction, Bonds, Corporate Actions, Capital Markets, Middle Office, Business Analysis, Asset Managment, Hedge Funds
Education
Rutgers University-New Brunswick 1980 — 1983
Jeanine Gilbert Berry's Bankers Trust Experience 1994 - 1997
Job Procurement Team SAP Reimplementation
Industry Medical Devices
Experience
BD September 2006 - Present
Sony Electronics July 1997 - July 2005
Bankers Trust 1994 - 1997
Chemical Bank 1981 - 1993
Skills
Procurement, Compliance, Sourcing, Purchasing, Six Sigma, Process Improvement, Change Management, SAP, Contract Negotiations, Vendor Relations, Contract Management, Vendor Management, ERP, RFP, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, General
State University of New York College at Buffalo
BS, Business
BD September 2006 - Present
Sony Electronics July 1997 - July 2005
Bankers Trust 1994 - 1997
Chemical Bank 1981 - 1993
Skills
Procurement, Compliance, Sourcing, Purchasing, Six Sigma, Process Improvement, Change Management, SAP, Contract Negotiations, Vendor Relations, Contract Management, Vendor Management, ERP, RFP, Contract Negotiation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, General
State University of New York College at Buffalo
BS, Business
Paul Meyer's Bankers Trust Experience 1989 - 2001
Job Director, Cross Asset Solutions at Citi
Industry Capital Markets
Experience
Citi August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers October 2003 - October 2008
State Street October 2002 - September 2003
Deutsche Bank 2001 - 2002
Bankers Trust 1989 - 2001
National Community Bank 1988 - 1989
Skills
Hedge Funds, Asset Management, Capital Markets, Commodity, Derivatives, Equities, FX Options, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BS, Economics
Paramus
Citi August 2013 - Present
Barclays Capital September 2008 - August 2013
Lehman Brothers October 2003 - October 2008
State Street October 2002 - September 2003
Deutsche Bank 2001 - 2002
Bankers Trust 1989 - 2001
National Community Bank 1988 - 1989
Skills
Hedge Funds, Asset Management, Capital Markets, Commodity, Derivatives, Equities, FX Options, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
BS, Economics
Paramus
Steven Cavaluzzo's Bankers Trust Experience June 1980 - June 1984
Job SVP Managing Senior Credit Officer at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peggy Capomaggi's Bankers Trust Experience October 1996 - June 1999
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorDeutsche BankJune 1999 - March 2005
Deutsche Bank 1999 - 2005
Bankers Trust October 1996 - June 1999
Bankers Trust 1996 - 1999
JPMorgan Chase 1985 - 1996
Chase Manhattan Bank 1985 - 1996
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
St. Francis College 1971 — 1975
Morgan Stanley Managing DirectorDeutsche BankJune 1999 - March 2005
Deutsche Bank 1999 - 2005
Bankers Trust October 1996 - June 1999
Bankers Trust 1996 - 1999
JPMorgan Chase 1985 - 1996
Chase Manhattan Bank 1985 - 1996
Education
New York University - Leonard N. Stern School of Business 1980 — 1983
MBA, Accounting
St. Francis College 1971 — 1975
Joe Galdo's Bankers Trust Experience December 1993 - October 2001
Job Manager Financial Controls Unit at AIG
Industry Investment Management
Experience
AIG April 2014 - Present
Barclays Capital March 2012 - April 2014
AllianceBernstein June 2009 - April 2012
UBS Investment Bank May 2007 - April 2009
KPMG Advisory August 2003 - April 2007
JPMorgan Chase November 2001 - August 2002
Bankers Trust December 1993 - October 2001
The Bank of New York July 1991 - December 1993
Skills
Hedge Funds, Banking, Fixed Income, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Science, Accounting
AIG April 2014 - Present
Barclays Capital March 2012 - April 2014
AllianceBernstein June 2009 - April 2012
UBS Investment Bank May 2007 - April 2009
KPMG Advisory August 2003 - April 2007
JPMorgan Chase November 2001 - August 2002
Bankers Trust December 1993 - October 2001
The Bank of New York July 1991 - December 1993
Skills
Hedge Funds, Banking, Fixed Income, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Science, Accounting
Ed Schweitzer's Bankers Trust Experience 1986 - 1996
Job Owner, EH Schweitzer & Associates, LLC
Industry Financial Services
Experience
EH Schweitzer & Associates, LLC March 2006 - Present
EH Schweitzer & Associates, LLC 2006 - Present
Banc of America Securities January 1996 - March 2005
Bankers Trust 1986 - 1996
Skills
Leveraged Finance, Capital Markets, Mergers, Venture Capital, Corporate Development, Investment Banking, Private Equity, Valuation, Corporate Finance, Investments, Fixed Income, Hedge Funds, LBO, Asset Managment, Alternative Investments, Start-ups, Financial Structuring, Business Development, Portfolio Management, Equities, Executive Management, Due Diligence, Emerging Markets, Financial Modeling, M&A experience
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Accounting and Finance
Stanford University 1972 — 1976
BA, Economics
EH Schweitzer & Associates, LLC March 2006 - Present
EH Schweitzer & Associates, LLC 2006 - Present
Banc of America Securities January 1996 - March 2005
Bankers Trust 1986 - 1996
Skills
Leveraged Finance, Capital Markets, Mergers, Venture Capital, Corporate Development, Investment Banking, Private Equity, Valuation, Corporate Finance, Investments, Fixed Income, Hedge Funds, LBO, Asset Managment, Alternative Investments, Start-ups, Financial Structuring, Business Development, Portfolio Management, Equities, Executive Management, Due Diligence, Emerging Markets, Financial Modeling, M&A experience
Education
Stanford University Graduate School of Business 1984 — 1986
MBA, Accounting and Finance
Stanford University 1972 — 1976
BA, Economics
Robert Cirrotti's Bankers Trust Experience 1996 - 1996
Job Managing Director, Head of Retirement Solutions
Industry Financial Services
Experience
Pershing July 2009 - Present
Prudential September 1996 - June 2009
Prudential Financial 1996 - 2007
Prudential Retirement Services 1999 - 2006
Bankers Trust 1996 - 1996
Chemical Bank 1993 - 1996
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business
Pershing July 2009 - Present
Prudential September 1996 - June 2009
Prudential Financial 1996 - 2007
Prudential Retirement Services 1999 - 2006
Bankers Trust 1996 - 1996
Chemical Bank 1993 - 1996
Education
Rutgers University-New Brunswick 1989 — 1993
BS, Business
Jack Murrin's Bankers Trust Experience June 1995 - June 1999
Job Director of Finance at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company May 2002 - December 2010
Bankers Trust June 1995 - June 1999
Arthur Andersen & Co July 1977 - July 1979
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
University of Pennsylvania - The Wharton School 1975 — 1977
B.S. Economics, Finance & Accounting
McKinsey & Company May 2002 - December 2010
Bankers Trust June 1995 - June 1999
Arthur Andersen & Co July 1977 - July 1979
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
University of Pennsylvania - The Wharton School 1975 — 1977
B.S. Economics, Finance & Accounting
Anita DiLisio's Bankers Trust Experience July 1986 - April 1989
Job Senior IT Manager and Training Professional
Industry Insurance
Experience
Gen Re October 2013 - May 2015
Gen Re October 2011 - October 2013
Gen Re December 2010 - October 2011
Gen Re May 2008 - December 2010
Gen Re March 2007 - May 2008
Gen Re March 2000 - March 2007
Gen Re January 1998 - March 2000
Gen Re April 1990 - January 1998
Gen Re April 1989 - April 1990
Bankers Trust July 1986 - April 1989
Skills
Relationship Management, IT Strategy, Business Analysis, Business Process..., SDLC, Process Improvement, IT Governance, Vendor Management, Incident Management, Release Management, Change Management, Outsourcing Management, Project Management, Management, Risk Management, Business Continuity..., Disaster Recovery, Budget Management, Requirements Gathering, Requirements Analysis, Software Documentation, Executive Support, Reinsurance, Insurance, Enterprise Architecture, MS Office Suite, Lotus Notes, HP Quality Center, Documentum, SharePoint, Concur, OFAC, Facilitation, Visio, ITIL, Business Process
Education
Sacred Heart University 2011 — 2015
Bachelors of Science, General Studies- Social Science, 3.86 GPA
The College of Westchester 1988 — 1991
Associates, Computer Systems Management
Berkeley College-New York 1982 — 1983
Diploma, Executive Secretarial
Gen Re October 2013 - May 2015
Gen Re October 2011 - October 2013
Gen Re December 2010 - October 2011
Gen Re May 2008 - December 2010
Gen Re March 2007 - May 2008
Gen Re March 2000 - March 2007
Gen Re January 1998 - March 2000
Gen Re April 1990 - January 1998
Gen Re April 1989 - April 1990
Bankers Trust July 1986 - April 1989
Skills
Relationship Management, IT Strategy, Business Analysis, Business Process..., SDLC, Process Improvement, IT Governance, Vendor Management, Incident Management, Release Management, Change Management, Outsourcing Management, Project Management, Management, Risk Management, Business Continuity..., Disaster Recovery, Budget Management, Requirements Gathering, Requirements Analysis, Software Documentation, Executive Support, Reinsurance, Insurance, Enterprise Architecture, MS Office Suite, Lotus Notes, HP Quality Center, Documentum, SharePoint, Concur, OFAC, Facilitation, Visio, ITIL, Business Process
Education
Sacred Heart University 2011 — 2015
Bachelors of Science, General Studies- Social Science, 3.86 GPA
The College of Westchester 1988 — 1991
Associates, Computer Systems Management
Berkeley College-New York 1982 — 1983
Diploma, Executive Secretarial
Phil Jamison's Bankers Trust Experience 1997 - 1999
Job Portfolio Manager at US Trust
Industry Research
Experience
US Trust May 2010 - Present
Dresdner Bank 1999 - April 2010
Bankers Trust 1997 - 1999
Mellon Financial 1991 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Equities, Fixed Income, Hedge Funds, Investments, Wealth Management, Investment Advisory, Capital Markets, Securities, Portfolio Optimization, Equity Research, Trading, Financial Analysis, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business
Saint Vincent College
Bachelor of Science (B.S.), Economics, History
US Trust May 2010 - Present
Dresdner Bank 1999 - April 2010
Bankers Trust 1997 - 1999
Mellon Financial 1991 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Equities, Fixed Income, Hedge Funds, Investments, Wealth Management, Investment Advisory, Capital Markets, Securities, Portfolio Optimization, Equity Research, Trading, Financial Analysis, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business
Saint Vincent College
Bachelor of Science (B.S.), Economics, History
George Holewyne's Bankers Trust Experience June 1995 - December 1998
Job Mgr, Institutional Marketing at Vaughan Nelson
Industry Investment Management
Experience
Vaughan Nelson September 2000 - Present
Compass Bank January 1999 - September 2000
Bankers Trust June 1995 - December 1998
Skills
Asset Management, Alternative Investments, Financial Services, Analytics, Investment Management, Marketing, Asset Allocation, Hedge Funds, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Fixed Income, Series 63, Equities, Series 7
Education
Sam Houston State University
Bachelor's Degree, Finance
Spring Branch High School
Vaughan Nelson September 2000 - Present
Compass Bank January 1999 - September 2000
Bankers Trust June 1995 - December 1998
Skills
Asset Management, Alternative Investments, Financial Services, Analytics, Investment Management, Marketing, Asset Allocation, Hedge Funds, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Fixed Income, Series 63, Equities, Series 7
Education
Sam Houston State University
Bachelor's Degree, Finance
Spring Branch High School
Michael Eichner's Bankers Trust Experience 1987 - 1996
Job Programming Manager at Disc Graphics
Industry Information Technology and Services
Experience
Disc Graphics ConsultantSociete Generale1997 - 2005
Mikener Systems Inc. September 1992 - January 2001
Bankers Trust 1987 - 1996
Skills
T-SQL, ASP.NET MVC, LINQ, WCF, SDLC
Education
State University of New York College at Oneonta 1974 — 1978
Disc Graphics ConsultantSociete Generale1997 - 2005
Mikener Systems Inc. September 1992 - January 2001
Bankers Trust 1987 - 1996
Skills
T-SQL, ASP.NET MVC, LINQ, WCF, SDLC
Education
State University of New York College at Oneonta 1974 — 1978
Bob England's Bankers Trust Experience April 1990 - April 1997
Job Vice President at HSBC Bank USA
Industry Financial Services
Experience
HSBC Bank USA April 2008 - Present
HSBC 2008 - Present
Morgan Stanley April 2005 - January 2008
Deutsche Bank 1997 - 2005
Bankers Trust April 1990 - April 1997
Kidder Peabody June 1988 - March 1990
Skills
Collateral Management, Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Middle Office
Education
St. Peter's College 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Glassboro St College 1984 — 1985
HSBC Bank USA April 2008 - Present
HSBC 2008 - Present
Morgan Stanley April 2005 - January 2008
Deutsche Bank 1997 - 2005
Bankers Trust April 1990 - April 1997
Kidder Peabody June 1988 - March 1990
Skills
Collateral Management, Trading, Derivatives, Capital Markets, Hedge Funds, Fixed Income, Middle Office
Education
St. Peter's College 1986 — 1988
Bachelor of Science (B.S.), Accounting and Finance
Glassboro St College 1984 — 1985
Tejal Jinwala's Bankers Trust Experience 1995 - 2005
Job Vice President at Hadley Partners, Inc.
Industry Investment Banking
Experience
Hadley Partners, Inc. Vice PresidentDeutsche Bank SecuritiesJune 1995 - September 2005
Bankers Trust 1995 - 2005
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Finance
Hadley Partners, Inc. Vice PresidentDeutsche Bank SecuritiesJune 1995 - September 2005
Bankers Trust 1995 - 2005
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Finance
Janine Shugan's Bankers Trust Experience July 1987 - November 1992
Job Senior Business Analyst at CIT
Industry Financial Services
Experience
CIT Group January 2014 - Present
The CIT Group 2009 - Present
Lehman Brothers April 2004 - December 2008
Lehman Brothers (New York, NY) 1992 - 2008
Lehman Brothers August 1998 - April 2004
Bankers Trust July 1987 - November 1992
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
CIT Group January 2014 - Present
The CIT Group 2009 - Present
Lehman Brothers April 2004 - December 2008
Lehman Brothers (New York, NY) 1992 - 2008
Lehman Brothers August 1998 - April 2004
Bankers Trust July 1987 - November 1992
Education
Rutgers University-New Brunswick 1983 — 1987
BA, Economics
Bill Stush's Bankers Trust Experience June 1989 - November 2000
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Deutsche Bank December 2000 - May 2005
Bankers Trust June 1989 - November 2000
Education
Seton Hall University 1985 — 1989
Merrill Lynch May 2005 - Present
Deutsche Bank December 2000 - May 2005
Bankers Trust June 1989 - November 2000
Education
Seton Hall University 1985 — 1989
Keith Breidt's Bankers Trust Experience 1996 - 1997
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2007 - 2014
JPMorgan Chase 2006 - 2007
Goldman Sachs 2004 - 2005
Coach 2004 - 2004
Merrill Lynch 2002 - 2003
Barclays Capital 2001 - 2002
Deutsche Bank 1998 - 2001
Chase 1997 - 1998
Bankers Trust 1996 - 1997
MetLife 1994 - 1996
Skills
Operational Risk, Market Data, Trading Systems, Prime Brokerage, Risk Management, Investment Banking, Electronic Trading, Business Continuity, Disaster Recovery, SDLC, Sybase, Low Latency, IT Strategy, Financial Services, Capital Markets, Equities, Fixed Income, Reference Data
Education
Rutgers Business School 2012 — 2016
Master of Business Administration
Thomas Edison State College 2008 — 2012
Bachelor of Arts, Mathematics/Natural Sciences
North Bennet Street School 2005 — 2006
N/A, Preservation Carpentry
Goldman Sachs 2007 - 2014
JPMorgan Chase 2006 - 2007
Goldman Sachs 2004 - 2005
Coach 2004 - 2004
Merrill Lynch 2002 - 2003
Barclays Capital 2001 - 2002
Deutsche Bank 1998 - 2001
Chase 1997 - 1998
Bankers Trust 1996 - 1997
MetLife 1994 - 1996
Skills
Operational Risk, Market Data, Trading Systems, Prime Brokerage, Risk Management, Investment Banking, Electronic Trading, Business Continuity, Disaster Recovery, SDLC, Sybase, Low Latency, IT Strategy, Financial Services, Capital Markets, Equities, Fixed Income, Reference Data
Education
Rutgers Business School 2012 — 2016
Master of Business Administration
Thomas Edison State College 2008 — 2012
Bachelor of Arts, Mathematics/Natural Sciences
North Bennet Street School 2005 — 2006
N/A, Preservation Carpentry
Carolyn Hamrak's Bankers Trust Experience 1997 - 1999
Job Senior Financial Manager at The Metropolitan Museum of Art
Industry Nonprofit Organization Management
Experience
The Metropolitan Museum of Art 2011 - Present
The New York Botanical Garden 2008 - 2010
The Metropolitan Opera 2000 - 2008
JP Morgan Chase 1999 - 2000
Bankers Trust 1997 - 1999
Devon Property 1989 - 1997
Skills
Financial Analysis, Non-profits, Budgets, Financial Reporting
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Finance
Cathedral High School
FMA
The Metropolitan Museum of Art 2011 - Present
The New York Botanical Garden 2008 - 2010
The Metropolitan Opera 2000 - 2008
JP Morgan Chase 1999 - 2000
Bankers Trust 1997 - 1999
Devon Property 1989 - 1997
Skills
Financial Analysis, Non-profits, Budgets, Financial Reporting
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Finance
Cathedral High School
FMA
Bill Prendergast's Bankers Trust Experience 1986 - 1999
Job AIG, Inc
Industry Accounting
Experience
AIG November 2011 - Present
Consulting March 2010 - November 2011
Merrill Lynch September 1999 - July 2008
Bankers Trust 1986 - 1999
Skills
Auditing, SEC filings, Corporate Governance, Banking Law, Enterprise Risk..., SEC Filings, Financial Services, Mergers & Acquisitions, Analysis, Governance, Internal Audit, Strategic Planning, Management, Operational Risk, Financial Risk, Derivatives, Equities, Private Equity, Sarbanes-Oxley, Finance, Sarbanes-Oxley Act, Hedge Funds, Internal Controls, Investments, Risk Management, Due Diligence, Restructuring, Capital Markets, Accounting, Corporate Law, Corporate Finance, Operational Risk..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA
St. Francis College 1975 — 1977
BS
AIG November 2011 - Present
Consulting March 2010 - November 2011
Merrill Lynch September 1999 - July 2008
Bankers Trust 1986 - 1999
Skills
Auditing, SEC filings, Corporate Governance, Banking Law, Enterprise Risk..., SEC Filings, Financial Services, Mergers & Acquisitions, Analysis, Governance, Internal Audit, Strategic Planning, Management, Operational Risk, Financial Risk, Derivatives, Equities, Private Equity, Sarbanes-Oxley, Finance, Sarbanes-Oxley Act, Hedge Funds, Internal Controls, Investments, Risk Management, Due Diligence, Restructuring, Capital Markets, Accounting, Corporate Law, Corporate Finance, Operational Risk..., Financial Modeling
Education
New York University - Leonard N. Stern School of Business
MBA
St. Francis College 1975 — 1977
BS
Douglas Schreiber's Bankers Trust Experience May 1989 - November 1997
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
JPMorgan Chase November 1997 - August 2014
Bankers Trust May 1989 - November 1997
Skills
Financial Services, Securities, Investment Banking, Fixed Income, Banking, Hedge Funds, Capital Markets, Corporate Trust, Equities, Derivatives
Education
Saint Peter's University 1985 — 1989
BNY Mellon September 2014 - Present
JPMorgan Chase November 1997 - August 2014
Bankers Trust May 1989 - November 1997
Skills
Financial Services, Securities, Investment Banking, Fixed Income, Banking, Hedge Funds, Capital Markets, Corporate Trust, Equities, Derivatives
Education
Saint Peter's University 1985 — 1989
Jim Mayer's Bankers Trust Experience 1986 - 1993
Job Multiple Operations Director at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2008 - Present
ING Institutional Plan Services July 2008 - Present
CitiStreet 2000 - 2008
State Street 1998 - 2000
State Street 1993 - 1998
Bankers Trust 1986 - 1993
Dreyfus 1992 - 1992
Education
Saint Peter's University 1985 — 1987
Bachelor's Degree, Marketing and Mathematics
Temple University 1982 — 1984
Electrical Engineering
Voya Financial July 2008 - Present
ING Institutional Plan Services July 2008 - Present
CitiStreet 2000 - 2008
State Street 1998 - 2000
State Street 1993 - 1998
Bankers Trust 1986 - 1993
Dreyfus 1992 - 1992
Education
Saint Peter's University 1985 — 1987
Bachelor's Degree, Marketing and Mathematics
Temple University 1982 — 1984
Electrical Engineering
Timothy Corliss's Bankers Trust Experience September 1990 - December 1998
Job Senior Trader Head of International Trading at TimesSquare Capital Management
Industry Financial Services
Experience
TimesSquare Capital Management February 2012 - Present
Olivetree Financial Group March 2011 - January 2012
HawkStone Capital / Bear Stearns October 2007 - February 2011
Sierra Global Management July 2000 - October 2007
State of New Jersey - Division of Investment March 1998 - June 2000
Bankers Trust September 1990 - December 1998
Skills
Equities, Derivatives, Commodity, Mutual Funds, Portfolio Management, Mergers & Acquisitions, Bonds, Management, Risk Management, Investment Banking, Equity Trading, Bloomberg, Financial Services, Options, Investments, Electronic Trading, Trading, Securities, Investment Strategies, Hedge Funds, Trading Strategies, Hedging, Emerging Markets, Technical Analysis, Series 7, Series 63, Foreign Exchange, FX trading, Market Risk, Global Macro, Options Strategies, MBS, Buy-side, Bloomberg Terminal, Fundamental Analysis, Proprietary Trading, Swaps, Equity Derivatives, FX Options, Currency
Education
Rutgers University-New Brunswick 1985 — 1989
BA, International Economics, English Literature
TimesSquare Capital Management February 2012 - Present
Olivetree Financial Group March 2011 - January 2012
HawkStone Capital / Bear Stearns October 2007 - February 2011
Sierra Global Management July 2000 - October 2007
State of New Jersey - Division of Investment March 1998 - June 2000
Bankers Trust September 1990 - December 1998
Skills
Equities, Derivatives, Commodity, Mutual Funds, Portfolio Management, Mergers & Acquisitions, Bonds, Management, Risk Management, Investment Banking, Equity Trading, Bloomberg, Financial Services, Options, Investments, Electronic Trading, Trading, Securities, Investment Strategies, Hedge Funds, Trading Strategies, Hedging, Emerging Markets, Technical Analysis, Series 7, Series 63, Foreign Exchange, FX trading, Market Risk, Global Macro, Options Strategies, MBS, Buy-side, Bloomberg Terminal, Fundamental Analysis, Proprietary Trading, Swaps, Equity Derivatives, FX Options, Currency
Education
Rutgers University-New Brunswick 1985 — 1989
BA, International Economics, English Literature
David Tatta's Bankers Trust Experience June 1992 - August 1997
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing October 2011 - Present
HSBC Securities September 2010 - July 2011
Pershing July 2010 - September 2010
AIG Investments September 2006 - December 2008
Deutsche Asset Management 2001 - 2005
Deutsche Bank September 1997 - February 2001
Bankers Trust June 1992 - August 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg
Education
Siena College 1988 — 1992
BS, Marketing and Management
Pershing October 2011 - Present
HSBC Securities September 2010 - July 2011
Pershing July 2010 - September 2010
AIG Investments September 2006 - December 2008
Deutsche Asset Management 2001 - 2005
Deutsche Bank September 1997 - February 2001
Bankers Trust June 1992 - August 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg
Education
Siena College 1988 — 1992
BS, Marketing and Management
Alexandria Pertose-Capra's Bankers Trust Experience 1988 - 1989
Job Financial Services Professional
Industry Financial Services
Experience
ING Barings 1998 - 2000
Nextera Enterprises, Inc. 1998 - 1999
Ernst & Young 1994 - 1998
Special Project 1997 - 1997
Salomon Brothers 1990 - 1993
Bankers Trust 1988 - 1989
Prudential Financial 1988 - 1988
Skills
Equities
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BA, Finance
ING Barings 1998 - 2000
Nextera Enterprises, Inc. 1998 - 1999
Ernst & Young 1994 - 1998
Special Project 1997 - 1997
Salomon Brothers 1990 - 1993
Bankers Trust 1988 - 1989
Prudential Financial 1988 - 1988
Skills
Equities
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1993
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BA, Finance
Marty Sulich's Bankers Trust Experience 1988 - 2003
Job Vice President at Mitsubishi UFJ Trust and Banking
Industry Banking
Experience
Mitsubishi UFJ Trust and Banking VP, Securities LendingMitsubishi UFJ2004 - Present
bankers trust 1988 - 2003
Bankers Trust 1988 - 2001
Education
Seton Hall University 1981 — 1985
BS, Business Admin
Seton Hall University
Mitsubishi UFJ Trust and Banking VP, Securities LendingMitsubishi UFJ2004 - Present
bankers trust 1988 - 2003
Bankers Trust 1988 - 2001
Education
Seton Hall University 1981 — 1985
BS, Business Admin
Seton Hall University
Lourdes Del Col's Bankers Trust Experience April 1991 - June 1999
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
Bank of America June 2008 - January 2012
Bank of America July 2007 - July 2008
US Trust January 2005 - July 2007
Deutsche Bank June 1999 - January 2005
Bankers Trust April 1991 - June 1999
Education
St. Peter's College
Bachelor of Science, Accounting, Marketing
Barclays Capital August 2009 - Present
Bank of America June 2008 - January 2012
Bank of America July 2007 - July 2008
US Trust January 2005 - July 2007
Deutsche Bank June 1999 - January 2005
Bankers Trust April 1991 - June 1999
Education
St. Peter's College
Bachelor of Science, Accounting, Marketing
Herminia Bermudez's Bankers Trust Experience 1990 - 1998
Job Financial Services Professional
Industry Banking
Experience
Barclays 2010 - 2013
US Trust / Bank of America 2005 - 2009
Deutsche Bank 1998 - 2004
Bankers Trust 1990 - 1998
Skills
Derivatives, Equities, Securities, Financial Services, Risk Management, FX Options, User Acceptance Testing, Trading, Financial Services...
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics, Spanish
Stevens Institute of Technology
MS, Information Technology
Barclays 2010 - 2013
US Trust / Bank of America 2005 - 2009
Deutsche Bank 1998 - 2004
Bankers Trust 1990 - 1998
Skills
Derivatives, Equities, Securities, Financial Services, Risk Management, FX Options, User Acceptance Testing, Trading, Financial Services...
Education
Rutgers University-New Brunswick 1986 — 1990
BA, Economics, Spanish
Stevens Institute of Technology
MS, Information Technology
Joseph Chris's Bankers Trust Experience 1988 - 1991
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
MetLife April 2009 - Present
Credit Suisse 2002 - 2007
Merrill Lynch 1997 - 2002
AT&T 1996 - 1996
Mutual Benefit Life 1988 - 1991
Bankers Trust 1988 - 1991
Skills
Strategic Planning, Fixed Income, Financial Services, Portfolio Management, Vendor Management, Program Management, Customer Service, Risk Management, Team Building, Finance, Business Analysis, SDLC, Project Management
Education
Seton Hall University 1984 — 1988
BS, Finance
Seton Hall Prep
Bank of America August 2010 - Present
MetLife April 2009 - Present
Credit Suisse 2002 - 2007
Merrill Lynch 1997 - 2002
AT&T 1996 - 1996
Mutual Benefit Life 1988 - 1991
Bankers Trust 1988 - 1991
Skills
Strategic Planning, Fixed Income, Financial Services, Portfolio Management, Vendor Management, Program Management, Customer Service, Risk Management, Team Building, Finance, Business Analysis, SDLC, Project Management
Education
Seton Hall University 1984 — 1988
BS, Finance
Seton Hall Prep
Jason Bierman's Bankers Trust Experience November 1995 - November 1997
Job Crude and products trader at HETCO
Industry Oil & Energy
Experience
HETCO October 2013 - Present
HETCO 1997 - Present
Bankers Trust November 1995 - November 1997
caxton 1993 - 1995
Skills
Commodity, Trading, Options, Natural Gas, Hedging, Commodity Markets, Derivatives, Energy Markets, Bloomberg, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Proprietary Trading, Risk Management, Swaps, Trading Strategies, Trading Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
ba, economics
HETCO October 2013 - Present
HETCO 1997 - Present
Bankers Trust November 1995 - November 1997
caxton 1993 - 1995
Skills
Commodity, Trading, Options, Natural Gas, Hedging, Commodity Markets, Derivatives, Energy Markets, Bloomberg, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Proprietary Trading, Risk Management, Swaps, Trading Strategies, Trading Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
ba, economics
Paul Wittenbrink's Bankers Trust Experience October 1997 - March 1999
Job Department Manager at Citigroup
Industry Banking
Experience
Citigroup May 2007 - Present
Highbridge Capital Management November 2005 - May 2007
Atticus Capital Management June 2005 - November 2005
Exis Capital Management December 2002 - May 2005
Soros Fund Management January 2000 - December 2002
Morgan Stanley Dean Witter March 1999 - January 2000
Bankers Trust October 1997 - March 1999
Skills
Fixed Income, Portfolio Management, FX, Economics, Mergers, Bloomberg, Equities, Trading, Hedge Funds, Valuation, Options, Bonds, Securities, Derivatives, Credit, Risk Management, Proprietary Trading, Excel, Customer Relations, Financial Reporting, Loans, Equity Trading, Budgeting, Business Analysis, Financial Markets, P&L, Commodities, Microsoft Office, Outlook
Education
State University of New York College at Fredonia 1992 — 1997
Economics, Economics
St. Peter and Paul
The Eden Jr/Sr High School
The Enden Jr/Sr High
Citigroup May 2007 - Present
Highbridge Capital Management November 2005 - May 2007
Atticus Capital Management June 2005 - November 2005
Exis Capital Management December 2002 - May 2005
Soros Fund Management January 2000 - December 2002
Morgan Stanley Dean Witter March 1999 - January 2000
Bankers Trust October 1997 - March 1999
Skills
Fixed Income, Portfolio Management, FX, Economics, Mergers, Bloomberg, Equities, Trading, Hedge Funds, Valuation, Options, Bonds, Securities, Derivatives, Credit, Risk Management, Proprietary Trading, Excel, Customer Relations, Financial Reporting, Loans, Equity Trading, Budgeting, Business Analysis, Financial Markets, P&L, Commodities, Microsoft Office, Outlook
Education
State University of New York College at Fredonia 1992 — 1997
Economics, Economics
St. Peter and Paul
The Eden Jr/Sr High School
The Enden Jr/Sr High
Leilia MacNeil's Bankers Trust Experience October 2005 - Present
Job
Industry Banking
Experience
Meals to Heal - Chef D's Rock Power Pizza July 2014 - Present
The FreeStore 2013 - Present
Bankers Trust October 2005 - Present
Food Bank of Iowa May 2014 - 2014
Carroll Publishing May 2003 - June 2005
Whitman-Walker Clinic 2004 - 2005
Adventist Health June 2001 - May 2003
Skills
Customer Service, Time Management, Leadership, Banking, Research, Project Management, Strategic Planning, Managing Deadlines, Process Improvement, Training, Proofreading, Microsoft Excel, Vendor Management, Project Planning, Project Coordination, Report Writing, Diversity & Inclusion, Time & Attendance, Technology, AS400 system, Microsoft CRM, Committees, Organization &..., Compliance, Technical Writing, Technical Training, Organization
Education
Bankers Trust Leadership Academy 2013 — 2013
Southwestern Adventist University 1997 — 2000
BBA
Meals to Heal - Chef D's Rock Power Pizza July 2014 - Present
The FreeStore 2013 - Present
Bankers Trust October 2005 - Present
Food Bank of Iowa May 2014 - 2014
Carroll Publishing May 2003 - June 2005
Whitman-Walker Clinic 2004 - 2005
Adventist Health June 2001 - May 2003
Skills
Customer Service, Time Management, Leadership, Banking, Research, Project Management, Strategic Planning, Managing Deadlines, Process Improvement, Training, Proofreading, Microsoft Excel, Vendor Management, Project Planning, Project Coordination, Report Writing, Diversity & Inclusion, Time & Attendance, Technology, AS400 system, Microsoft CRM, Committees, Organization &..., Compliance, Technical Writing, Technical Training, Organization
Education
Bankers Trust Leadership Academy 2013 — 2013
Southwestern Adventist University 1997 — 2000
BBA
Dennis Granelli's Bankers Trust Experience 1995 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America January 2011 - Present
The Bank of New York October 2002 - August 2006
The Bank of New York October 2002 - January 2003
MetLife 1998 - 2002
Bankers Trust 1995 - 2000
Skills
Financial Services, Fixed Income, Loans, Relationship Management, Banking, Management, Process Improvement, Equities, Portfolio Management
Education
Saint Peter's University 1991 — 1995
BS, Computer Science/MIS
Bank of America January 2011 - Present
The Bank of New York October 2002 - August 2006
The Bank of New York October 2002 - January 2003
MetLife 1998 - 2002
Bankers Trust 1995 - 2000
Skills
Financial Services, Fixed Income, Loans, Relationship Management, Banking, Management, Process Improvement, Equities, Portfolio Management
Education
Saint Peter's University 1991 — 1995
BS, Computer Science/MIS
Walter DeCanio's Bankers Trust Experience January 1995 - January 1999
Job Senior Vice President, AML Compliance at Citi
Industry Financial Services
Experience
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
Citi December 2010 - Present
Bank of America March 2007 - September 2009
Cowen and Company March 1999 - March 2007
Banker's Trust January 1995 - January 1999
Goldman, Sachs & Co January 1993 - January 1995
Salomon Brothers, Inc January 1985 - January 1993
Skills
Mergers, Finance, Contract Negotiation, Mergers & Acquisitions, Investment Banking, Management, Six Sigma, Process Improvement, Business Analysis, Banking
Education
Saint Peter's University 1981 — 1985
BS, Finance, Economics
Monsignor Farrell 1977 — 1981
University of Phoenix
MBA (In Progress)
Anthony Silvio's Bankers Trust Experience May 1994 - June 1999
Job Director at TradeStation
Industry Financial Services
Experience
UBS Investment Bank December 2003 - April 2015
ABN AMRO June 2001 - December 2003
ING July 1999 - June 2001
Bankers Trust May 1994 - June 1999
Skills
Prime Brokerage, Equities, Securities Lending, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Trading, Securities, Trading Systems, Investment Banking, Equity Derivatives, Middle Office, Series 7, Options, Financial Markets, Investments, Finance, market security color, Stress Management, Sales & Distribution
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
MBA, Economics
St. John's University 1990 — 1994
Bachelor of Science (BS), Finance, General
UBS Investment Bank December 2003 - April 2015
ABN AMRO June 2001 - December 2003
ING July 1999 - June 2001
Bankers Trust May 1994 - June 1999
Skills
Prime Brokerage, Equities, Securities Lending, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Trading, Securities, Trading Systems, Investment Banking, Equity Derivatives, Middle Office, Series 7, Options, Financial Markets, Investments, Finance, market security color, Stress Management, Sales & Distribution
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
MBA, Economics
St. John's University 1990 — 1994
Bachelor of Science (BS), Finance, General
Mo Perera, QPA, QKA's Bankers Trust Experience August 1989 - April 1996
Job Benefits Professional in Newtown, PA
Industry Human Resources
Experience
Vanguard February 2010 - October 2014
Cammack LaRhette Consulting August 2006 - May 2009
Aon Consulting July 2000 - July 2006
Towers Perrin May 1996 - July 2000
Bankers Trust August 1989 - April 1996
Skills
Employee Benefits, Business Strategy, Benefits Administration, Equities, Series 63, Valuation, Pensions, Defined Benefit, Executive Pay, Series 7, ERISA, Performance Management, Strategy, Business Analysis, Consulting, Mergers & Acquisitions, Process Improvement, Investments, 401k, Leadership, Deferred Compensation, Financial Modeling, Risk Management, Program Management, Series 6, Business Planning, Retirement Planning, Human Resources, Asset Allocation, Wealth Management, Strategic Planning, Analysis, Vendor Management, Financial Analysis, Relationship Management, Asset Management, Mutual Funds, Project Management, Talent Management, Investment Advisory, Portfolio Management, Retirement, CRM, Financial Services, Employee Relations, Change Management, Management, Analytics, Management Consulting, Due Diligence
Education
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts
Vanguard February 2010 - October 2014
Cammack LaRhette Consulting August 2006 - May 2009
Aon Consulting July 2000 - July 2006
Towers Perrin May 1996 - July 2000
Bankers Trust August 1989 - April 1996
Skills
Employee Benefits, Business Strategy, Benefits Administration, Equities, Series 63, Valuation, Pensions, Defined Benefit, Executive Pay, Series 7, ERISA, Performance Management, Strategy, Business Analysis, Consulting, Mergers & Acquisitions, Process Improvement, Investments, 401k, Leadership, Deferred Compensation, Financial Modeling, Risk Management, Program Management, Series 6, Business Planning, Retirement Planning, Human Resources, Asset Allocation, Wealth Management, Strategic Planning, Analysis, Vendor Management, Financial Analysis, Relationship Management, Asset Management, Mutual Funds, Project Management, Talent Management, Investment Advisory, Portfolio Management, Retirement, CRM, Financial Services, Employee Relations, Change Management, Management, Analytics, Management Consulting, Due Diligence
Education
Rutgers University-New Brunswick 1985 — 1989
Bachelor of Arts
Michael De Benedetto, CPA's Bankers Trust Experience 1993 - 1998
Job Vice President, Finance (Sarbox & FDICIA)
Industry Financial Services
Experience
CIT July 2015 - Present
JPMorgan Chase & Co. March 2014 - July 2015
JP MorganChase June 2011 - March 2014
ADP July 2009 - June 2011
ADP August 2004 - June 2009
BDO Seidman, LLP 2003 - 2004
KPMG, PwC and Deloitte and Touche (AIMR and Financial Services) June 1998 - July 2003
Bankers Trust 1993 - 1998
Skills
Accounting, Auditing, CPA, Coaching, Cross-functional Team..., Finance, Financial Analysis, IFRS, Internal Controls, Internal Audit, Leadership, Microsoft Excel, Process Improvement, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University-Florham Campus 1988 — 1990
MBA, Accounting
Seton Hall University 1983 — 1986
BA, Marketing
Mt. Olive High School 1979 — 1982
CIT July 2015 - Present
JPMorgan Chase & Co. March 2014 - July 2015
JP MorganChase June 2011 - March 2014
ADP July 2009 - June 2011
ADP August 2004 - June 2009
BDO Seidman, LLP 2003 - 2004
KPMG, PwC and Deloitte and Touche (AIMR and Financial Services) June 1998 - July 2003
Bankers Trust 1993 - 1998
Skills
Accounting, Auditing, CPA, Coaching, Cross-functional Team..., Finance, Financial Analysis, IFRS, Internal Controls, Internal Audit, Leadership, Microsoft Excel, Process Improvement, Project Management, Risk Assessment, Risk Management, Sarbanes-Oxley Act
Education
Fairleigh Dickinson University-Florham Campus 1988 — 1990
MBA, Accounting
Seton Hall University 1983 — 1986
BA, Marketing
Mt. Olive High School 1979 — 1982
Marc Burghardt's Bankers Trust Experience November 1997 - March 1999
Job Managing Director at MUFG Americas
Industry Banking
Experience
MUFG Americas March 1999 - Present
Bankers Trust November 1997 - March 1999
Port Authority of New York and New Jersey February 1993 - November 1997
Skills
Credit
Education
NYU Stern School of Business 1994 — 1998
MBA, Finance & International Business
Rutgers University 1989 — 1993
BS, Finance
MUFG Americas March 1999 - Present
Bankers Trust November 1997 - March 1999
Port Authority of New York and New Jersey February 1993 - November 1997
Skills
Credit
Education
NYU Stern School of Business 1994 — 1998
MBA, Finance & International Business
Rutgers University 1989 — 1993
BS, Finance
Theresa Mannz's Bankers Trust Experience December 1997 - August 1999
Job Family Office Executive at Lowenhaupt Global Advisors, LLC
Industry Financial Services
Experience
Lowenhaupt Global Advisors, LLC July 2008 - Present
TIAA-CREF August 1999 - June 2008
Bankers Trust December 1997 - August 1999
Boatmen's Trust Company December 1983 - December 1997
Boatmen's Trust Company 1983 - 1997
Education
Southern Illinois University, Edwardsville 1980 — 1983
MBA, Finance
Lowenhaupt Global Advisors, LLC July 2008 - Present
TIAA-CREF August 1999 - June 2008
Bankers Trust December 1997 - August 1999
Boatmen's Trust Company December 1983 - December 1997
Boatmen's Trust Company 1983 - 1997
Education
Southern Illinois University, Edwardsville 1980 — 1983
MBA, Finance
Kieran McGlynn's Bankers Trust Experience 1995 - 1999
Job Head of Institutional Relationship Management at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1999 - 2005
Bankers Trust 1995 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
Seton Hall University 1989 — 1993
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1999 - 2005
Bankers Trust 1995 - 1999
Skills
Alternative Investments, Equities, Hedge Funds, Mutual Funds, Investment Strategies, Portfolio Management, Fixed Income, Asset Managment, Asset Management
Education
Seton Hall University 1989 — 1993
PATRICK O'B. PETERKIN's Bankers Trust Experience 1989 - 1999
Job Vice President, Relationship Manager at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Richard Bianco's Bankers Trust Experience June 1993 - February 1994
Job Executive Director Finance & Control at JPMorganChase
Industry Financial Services
Experience
JPMorgan Chase February 1994 - Present
Bankers Trust June 1993 - February 1994
American Express Bank June 1989 - June 1993
Arthur Andersen & Co. August 1986 - June 1989
Skills
Financial Services, Financial Analysis, Financial Modeling, Due Diligence, Risk Management, Securities, Asset Managment, Financial Reporting, Investments, Project Management, Sarbanes-Oxley, Dodd-Frank
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.S., Accounting
Xaverian High School 1978 — 1982
Business
JPMorgan Chase February 1994 - Present
Bankers Trust June 1993 - February 1994
American Express Bank June 1989 - June 1993
Arthur Andersen & Co. August 1986 - June 1989
Skills
Financial Services, Financial Analysis, Financial Modeling, Due Diligence, Risk Management, Securities, Asset Managment, Financial Reporting, Investments, Project Management, Sarbanes-Oxley, Dodd-Frank
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
B.S., Accounting
Xaverian High School 1978 — 1982
Business
Barbara Francis's Bankers Trust Experience 1980 - 1997
Job Head of US Trading Desk at Liquidnet
Industry Financial Services
Dan Meade's Bankers Trust Experience July 1991 - June 1992
Job SVP, Senior Trader, Derivatives at KeyBank
Industry Capital Markets
Experience
Key Bank November 2009 - Present
Superior Bank May 2009 - November 2009
Regions Financial Corporation March 2001 - February 2009
Wachovia Bank June 1998 - March 2001
General Re Financial Products June 1992 - June 1996
Bankers Trust July 1991 - June 1992
Skills
Derivatives, Interest Rate..., Fixed Income Trading, Market Making, Investments, Portfolio Management, Risk Management, Financial Modeling, Valuation, VBA, SQL, Fixed Income, Hedging, Derivatives Trading, Commercial Banking, Capital Markets, Options, FX Options
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance
State University of New York College at Buffalo 1986 — 1991
BS, BA, Accounting, Finance and Management Information Systems
Key Bank November 2009 - Present
Superior Bank May 2009 - November 2009
Regions Financial Corporation March 2001 - February 2009
Wachovia Bank June 1998 - March 2001
General Re Financial Products June 1992 - June 1996
Bankers Trust July 1991 - June 1992
Skills
Derivatives, Interest Rate..., Fixed Income Trading, Market Making, Investments, Portfolio Management, Risk Management, Financial Modeling, Valuation, VBA, SQL, Fixed Income, Hedging, Derivatives Trading, Commercial Banking, Capital Markets, Options, FX Options
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
MBA, Finance
State University of New York College at Buffalo 1986 — 1991
BS, BA, Accounting, Finance and Management Information Systems
John F. Soper, CPA's Bankers Trust Experience June 1996 - October 1999
Job Senior Consultant at Avid Consulting
Industry Financial Services
Experience
Avid Consulting March 2015 - Present
Enterprise Solution Providers March 2013 - August 2014
Panache Resources & Systems June 2005 - March 2013
Trafin Corp June 2004 - June 2005
Daiwa Securities September 2003 - June 2004
Barclays Capital May 2000 - August 2003
ShopBistro.com November 1999 - April 2000
Banker's Trust June 1996 - October 1999
Barclays Capital March 1994 - June 1996
Lehman Brothers May 1987 - March 1994
Skills
Accounting, Financial Analysis, Problem Solving, Project Management, Change Management, Management Consulting, Operations Management, Strategic Planning, Financial Reporting, Foreign Currency..., Equity Derivatives, Credit Derivatives, Financial Controlling, Front to Back Office, Prime Brokerage, Fixed Income Derivatives, Market and Credit Risk..., Hedge Fund Services, Fixed Income, Derivatives, Financial Services, Securities, Equities, Product Control, Hedge Funds, Capital Markets, Investment Banking, Financial Risk, Swaps, Interest Rate..., Back Office, Middle Office, Business Analysis, Auditing, Analysis, Securitization, Account Reconciliation, Liquidity Risk, Market Risk, Financial Audits, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Avid Consulting March 2015 - Present
Enterprise Solution Providers March 2013 - August 2014
Panache Resources & Systems June 2005 - March 2013
Trafin Corp June 2004 - June 2005
Daiwa Securities September 2003 - June 2004
Barclays Capital May 2000 - August 2003
ShopBistro.com November 1999 - April 2000
Banker's Trust June 1996 - October 1999
Barclays Capital March 1994 - June 1996
Lehman Brothers May 1987 - March 1994
Skills
Accounting, Financial Analysis, Problem Solving, Project Management, Change Management, Management Consulting, Operations Management, Strategic Planning, Financial Reporting, Foreign Currency..., Equity Derivatives, Credit Derivatives, Financial Controlling, Front to Back Office, Prime Brokerage, Fixed Income Derivatives, Market and Credit Risk..., Hedge Fund Services, Fixed Income, Derivatives, Financial Services, Securities, Equities, Product Control, Hedge Funds, Capital Markets, Investment Banking, Financial Risk, Swaps, Interest Rate..., Back Office, Middle Office, Business Analysis, Auditing, Analysis, Securitization, Account Reconciliation, Liquidity Risk, Market Risk, Financial Audits, Credit Risk
Education
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Richard Vella's Bankers Trust Experience November 1985 - June 1999
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock Managing DirectorMerrill Lynch Investment ManagersJuly 1999 - October 2006
Bankers Trust November 1985 - June 1999
The Boeing Company August 1980 - September 1983
Education
University of Washington, Michael G. Foster School of Business 1983 — 1985
MBA, Finance
Rutgers University-New Brunswick 1977 — 1980
BS, Mechanical Engineering
BlackRock Managing DirectorMerrill Lynch Investment ManagersJuly 1999 - October 2006
Bankers Trust November 1985 - June 1999
The Boeing Company August 1980 - September 1983
Education
University of Washington, Michael G. Foster School of Business 1983 — 1985
MBA, Finance
Rutgers University-New Brunswick 1977 — 1980
BS, Mechanical Engineering
Marlene Tercero-Griffin's Bankers Trust Experience August 1989 - February 1995
Job Financial Services Professional
Industry Financial Services
Experience
Citi Group February 1995 - March 2002
Bankers Trust August 1989 - February 1995
Education
Rutgers University 1984 — 1988
BS, Accounting
Citi Group February 1995 - March 2002
Bankers Trust August 1989 - February 1995
Education
Rutgers University 1984 — 1988
BS, Accounting
Beth Danish's Bankers Trust Experience October 1986 - August 1990
Job Administration at M Kogan Consulting, Inc.
Industry Computer & Network Security
Experience
M Kogan Consulting, Inc. October 2012 - Present
Bankers Trust October 1986 - August 1990
Skills
Network Security, Linux, Windows, Cloud Computing, Firewalls, Java, C++, Information Security, HTML, C, Virtualization, Windows Server
Education
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Communications
M Kogan Consulting, Inc. October 2012 - Present
Bankers Trust October 1986 - August 1990
Skills
Network Security, Linux, Windows, Cloud Computing, Firewalls, Java, C++, Information Security, HTML, C, Virtualization, Windows Server
Education
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Communications
NORMA BENITES's Bankers Trust Experience March 1972 - February 1997
Job VICE PRESIDENT / PERSONAL BANKER J P MORGAN CHASE BANK, N,A. 4 NEW YORK PLAZA NEW YORK, N.Y. 10004
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
Tony Durak's Bankers Trust Experience 1984 - 1988
Job Vice President Relationship Management at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) April 2015 - Present
Wealth Management Systems, Inc (WMSI) 2015 - Present
Prudential Financial March 2013 - April 2015
MetLife 2006 - 2012
Affiliated Computer Services 2002 - 2006
Kwasha Lipton/PWC Unifi 1994 - 2001
The Segal Company 1988 - 1994
Bankers Trust 1984 - 1988
Education
Wagner College 1985 — 1988
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Peter's College 1980 — 1984
Bachelor of Science (BSc), Business Administration and Management, General
Wealth Management Systems, Inc (WMSI) April 2015 - Present
Wealth Management Systems, Inc (WMSI) 2015 - Present
Prudential Financial March 2013 - April 2015
MetLife 2006 - 2012
Affiliated Computer Services 2002 - 2006
Kwasha Lipton/PWC Unifi 1994 - 2001
The Segal Company 1988 - 1994
Bankers Trust 1984 - 1988
Education
Wagner College 1985 — 1988
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Peter's College 1980 — 1984
Bachelor of Science (BSc), Business Administration and Management, General
Ed Brill's Bankers Trust Experience 1987 - 1990
Job retired
Industry Financial Services
Experience
Self-employed Head of Quantittaive InvestmentsPanAgora Asset Management1990 - 1993
Bankers Trust 1987 - 1990
Citadel Financial Group 1982 - 1986
Education
Stanford University
Doctor of Philosophy (PhD)
Self-employed Head of Quantittaive InvestmentsPanAgora Asset Management1990 - 1993
Bankers Trust 1987 - 1990
Citadel Financial Group 1982 - 1986
Education
Stanford University
Doctor of Philosophy (PhD)
Michael D'Agosta's Bankers Trust Experience June 1996 - April 1999
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Brown Brothers Harriman October 2000 - Present
MD Sass April 1999 - October 2000
Bankers Trust June 1996 - April 1999
Education
St. John's University 1992 — 1996
Bachelor's Degree, Accounting
Brian Schmitt's Bankers Trust Experience May 1994 - May 1995
Job CFO at American Heritage Federal Credit Union
Industry Banking
Experience
American Heritage Federal Credit Union December 2006 - Present
Paragon Federal Credit Union June 2005 - November 2006
FAA Eastern Region Federal Credit Union June 1995 - May 2005
Bankers Trust May 1994 - May 1995
Washington Savings Bank June 1990 - May 1994
Deloitte and Touche January 1985 - May 1990
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Finance, Credit Analysis, Cash Management, Credit Risk, Commercial Banking, Commercial Lending
Education
National School of Community Bankers 1993 — 1995
Certifcate, Banking and Financial Support Services
Rutgers Graduate School of Business 1983 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University-New Brunswick 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
American Heritage Federal Credit Union December 2006 - Present
Paragon Federal Credit Union June 2005 - November 2006
FAA Eastern Region Federal Credit Union June 1995 - May 2005
Bankers Trust May 1994 - May 1995
Washington Savings Bank June 1990 - May 1994
Deloitte and Touche January 1985 - May 1990
Skills
Banking, Risk Management, Credit, Financial Analysis, Loans, Finance, Credit Analysis, Cash Management, Credit Risk, Commercial Banking, Commercial Lending
Education
National School of Community Bankers 1993 — 1995
Certifcate, Banking and Financial Support Services
Rutgers Graduate School of Business 1983 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University-New Brunswick 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
edward brill's Bankers Trust Experience 1987 - 1990
Job money manager
Industry Financial Services
Experience
Self-employed self employedme1994 - Present
PanAgora Asset Management 1990 - 1994
Bankers Trust 1987 - 1990
Skills
Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Strategic Financial..., Trading, Financial Analysis, Banking, Retirement Planning, Fixed Income, Financial Markets
Education
Stanford University
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
University of California, Los Angeles
Bachelors of Science, Mathematics
Self-employed self employedme1994 - Present
PanAgora Asset Management 1990 - 1994
Bankers Trust 1987 - 1990
Skills
Investments, Portfolio Management, Equities, Wealth Management, Asset Management, Strategic Financial..., Trading, Financial Analysis, Banking, Retirement Planning, Fixed Income, Financial Markets
Education
Stanford University
Doctor of Philosophy (PhD), Mathematical Statistics and Probability
University of California, Los Angeles
Bachelors of Science, Mathematics
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation