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.
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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
Giovanna Caccialanza Giovanna Caccialanza's Bankers Trust Experience 1997 - 1999
Job Head of Private Equity Latin America at Developing World Markets
Industry Financial Services
Experience
Developing World Markets September 2013 - Present
Citi Venture Capital International (CVCI) 2007 - 2013
Fitch Ratings 1999 - 2007
Bankers Trust 1997 - 1999
Bankers Trust 1992 - 1997
Skills
Investments, Valuation, Financial Modeling, Latin America, Private Equity, Research, Credit Analysis, Fixed Income, Capital Markets, Corporate Finance, Investment Banking, Relationship Management, Mentoring, Writing, Alternative Investments, Emerging Markets, Financial Analysis, Structured Finance, Mergers & Acquisitions, Due Diligence
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), International Finance
Universidad Catolica Andres Bello
Bachelor's degree, Economics
Developing World Markets September 2013 - Present
Citi Venture Capital International (CVCI) 2007 - 2013
Fitch Ratings 1999 - 2007
Bankers Trust 1997 - 1999
Bankers Trust 1992 - 1997
Skills
Investments, Valuation, Financial Modeling, Latin America, Private Equity, Research, Credit Analysis, Fixed Income, Capital Markets, Corporate Finance, Investment Banking, Relationship Management, Mentoring, Writing, Alternative Investments, Emerging Markets, Financial Analysis, Structured Finance, Mergers & Acquisitions, Due Diligence
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), International Finance
Universidad Catolica Andres Bello
Bachelor's degree, Economics
Nicholas G. Hanna's Bankers Trust Experience May 2011 - August 2011
Job Member of the Board of Directors at Carolina Union
Industry Law Practice
Experience
Carolina Union August 2014 - Present
Tulane University August 2011 - May 2014
Banker's Trust May 2011 - August 2011
Best Buy September 2009 - December 2009
World Class Footwear, Inc. June 2008 - August 2008
Skills
Finance, Spanish, University Teaching, Accounting, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Time Management, Sales Operations, Sales Management, Fashion, Fashion Design, Graphic Design, Public Law, Employee Law, International Business..., Social Media, Public Speaking, Social Networking, Customer Service, Event Planning, Management, Corporate Transactional, Capital Management, Capital Markets
Education
University of North Carolina School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, First Year
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance, General, Cum Laude
Carolina Union August 2014 - Present
Tulane University August 2011 - May 2014
Banker's Trust May 2011 - August 2011
Best Buy September 2009 - December 2009
World Class Footwear, Inc. June 2008 - August 2008
Skills
Finance, Spanish, University Teaching, Accounting, Sales, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Time Management, Sales Operations, Sales Management, Fashion, Fashion Design, Graphic Design, Public Law, Employee Law, International Business..., Social Media, Public Speaking, Social Networking, Customer Service, Event Planning, Management, Corporate Transactional, Capital Management, Capital Markets
Education
University of North Carolina School of Law 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, First Year
Tulane University 2010 — 2014
Bachelor of Science in Management, Finance, General, Cum Laude
Donald Bruce Donald Bruce's Bankers Trust Experience 1996 - 1999
Job Senior Credit Risk Analyst at Toyota Financial Services
Industry Capital Markets
Experience
Toyota Financial Services October 2012 - Present
Toyota Financial Services 2008 - Present
Countrywide Securities Corporation 2004 - 2007
OpenLink Financial 1999 - 2000
Bankers Trust 1996 - 1999
Skills
Forecasting, Analytics, Risk Management, Credit Risk, Financial Risk, Tableau Dashboard..., R, Financial Analysis, Financial Modeling, Mortgage Backed..., Fixed Income, Capital Markets, Portfolio Management, Credit, Trading, MBS, Derivatives, SAS Programming, Finance
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of St. Andrews 1990 — 1994
BSc, Applied Mathematics, 1st Class Hons
Toyota Financial Services October 2012 - Present
Toyota Financial Services 2008 - Present
Countrywide Securities Corporation 2004 - 2007
OpenLink Financial 1999 - 2000
Bankers Trust 1996 - 1999
Skills
Forecasting, Analytics, Risk Management, Credit Risk, Financial Risk, Tableau Dashboard..., R, Financial Analysis, Financial Modeling, Mortgage Backed..., Fixed Income, Capital Markets, Portfolio Management, Credit, Trading, MBS, Derivatives, SAS Programming, Finance
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance
University of St. Andrews 1990 — 1994
BSc, Applied Mathematics, 1st Class Hons
Scott Stickler, CSA Scott Stickler, CSA's Bankers Trust Experience November 1992 - June 1997
Job President/Owner, Assisting Hands Home Care of Monmouth County
Industry Hospital & Health Care
Experience
Assisting Hands Home Care of Monmouth County April 2014 - Present
Medical Billing Associates February 2013 - Present
UBS Investment Bank July 2011 - January 2013
Saxis Group August 2009 - July 2011
Saxon Strategic Funds/Nexus Trading March 2007 - August 2009
Morgan Stanley February 2000 - March 2007
Bear Stearns January 1999 - January 2000
O'Shaugnessy Capital June 1997 - March 1998
Bankers Trust November 1992 - June 1997
J.P. Morgan January 1989 - November 1992
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Trading, Hedge Funds, Options, Equity Derivatives, Ultra Low Latency, Derivatives, Equity Trading, Portfolio Management, Low Latency Trading, Futures, Equity Swaps, Algorithms, Global Business..., Financial Systems Design, Risk Monitoring, Proprietary Trading, Market Data, Financial Services, Financial Markets, Bloomberg, Asset Allocation, Middle Office, Alternative Investments, Credit Derivatives, Securities Lending, ETFs, Capital Markets
Education
University at Albany, SUNY 1985 — 1988
MBA, MIS / Marketing
University at Albany, SUNY 1981 — 1985
BS, MIS
Assisting Hands Home Care of Monmouth County April 2014 - Present
Medical Billing Associates February 2013 - Present
UBS Investment Bank July 2011 - January 2013
Saxis Group August 2009 - July 2011
Saxon Strategic Funds/Nexus Trading March 2007 - August 2009
Morgan Stanley February 2000 - March 2007
Bear Stearns January 1999 - January 2000
O'Shaugnessy Capital June 1997 - March 1998
Bankers Trust November 1992 - June 1997
J.P. Morgan January 1989 - November 1992
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Trading, Hedge Funds, Options, Equity Derivatives, Ultra Low Latency, Derivatives, Equity Trading, Portfolio Management, Low Latency Trading, Futures, Equity Swaps, Algorithms, Global Business..., Financial Systems Design, Risk Monitoring, Proprietary Trading, Market Data, Financial Services, Financial Markets, Bloomberg, Asset Allocation, Middle Office, Alternative Investments, Credit Derivatives, Securities Lending, ETFs, Capital Markets
Education
University at Albany, SUNY 1985 — 1988
MBA, MIS / Marketing
University at Albany, SUNY 1981 — 1985
BS, MIS
Delano Saporu's Bankers Trust Experience October 2013 - Present
Job Commercial Credit Analyst at Bankers Trust
Industry Financial Services
Experience
Management Leadership for Tomorrow (MLT) February 2015 - Present
Bankers Trust October 2013 - Present
Deloitte November 2012 - September 2013
TD Ameritrade May 2012 - November 2012
State Farm Insurance May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Leadership, Problem Solving, Auditing, Teamwork, Microsoft Office, Financial Risk, Investments, IT Audit, Team Building, Cash Flow Statements, Balance Sheet, Credit, Credit Analysis, Credit Risk, Coaching, Banking, Software Documentation, Strategy
Education
University of Nebraska at Omaha 2010 — 2012
Bachelor of Science (B.S.), Finance, Banking, and Portfolio Management
The University of North Dakota 2007 — 2010
Investments and Securities
Management Leadership for Tomorrow (MLT) February 2015 - Present
Bankers Trust October 2013 - Present
Deloitte November 2012 - September 2013
TD Ameritrade May 2012 - November 2012
State Farm Insurance May 2011 - August 2011
Skills
Financial Analysis, Financial Reporting, Leadership, Problem Solving, Auditing, Teamwork, Microsoft Office, Financial Risk, Investments, IT Audit, Team Building, Cash Flow Statements, Balance Sheet, Credit, Credit Analysis, Credit Risk, Coaching, Banking, Software Documentation, Strategy
Education
University of Nebraska at Omaha 2010 — 2012
Bachelor of Science (B.S.), Finance, Banking, and Portfolio Management
The University of North Dakota 2007 — 2010
Investments and Securities
Duncan Lee Duncan Lee's Bankers Trust Experience 1996 - 1999
Job President at DAL Capital
Industry Investment Management
Experience
DAL Capital 2013 - Present
DABCO Capital August 2013 - Present
Rocketvine May 2014 - Present
Home America 2010 - Present
Forte Development/AAE/Blue Water Capital 1999 - 2008
Bankers Trust 1996 - 1999
Merrill Lynch 1991 - 1996
Skills
Capital Raising, Distressed Debt, Emerging Markets, Investments, Fixed Income, Capital Markets, Trading, Alternative Investments, Hedge Funds, Financial Markets, Private Equity, Portfolio Management, Investment Management, Foreign Languages, Athletics, Cooking, Scuba Diving, Hunting, Swimming, Tennis, Table Tennis, Soccer, Baseball, Squash, Gardening, Bicycle, Backgammon, Board Games
Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
DAL Capital 2013 - Present
DABCO Capital August 2013 - Present
Rocketvine May 2014 - Present
Home America 2010 - Present
Forte Development/AAE/Blue Water Capital 1999 - 2008
Bankers Trust 1996 - 1999
Merrill Lynch 1991 - 1996
Skills
Capital Raising, Distressed Debt, Emerging Markets, Investments, Fixed Income, Capital Markets, Trading, Alternative Investments, Hedge Funds, Financial Markets, Private Equity, Portfolio Management, Investment Management, Foreign Languages, Athletics, Cooking, Scuba Diving, Hunting, Swimming, Tennis, Table Tennis, Soccer, Baseball, Squash, Gardening, Bicycle, Backgammon, Board Games
Education
The University of Texas at Austin
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Jennifer DeLong Jennifer DeLong's Bankers Trust Experience January 1994 - September 1997
Job SVP, Managing DirectorMultiAsset Product Management at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein September 2013 - Present
AllianceBernstein June 2011 - Present
AllianceBernstein January 2009 - July 2011
AllianceBernstein December 2001 - December 2008
AllianceBernstein May 1999 - November 2001
Smith Barney Plan Services (A CitiGroup Company) September 1997 - May 1999
Bankers Trust January 1994 - September 1997
Skills
Investments, Strategy, Mutual Funds, Product Management, Marketing Communications, Life Insurance, Investment Management, Financial Services, Asset Management, Portfolio Management, Marketing, Market Research, Marketing Strategy, Defined Contribution, CRM, Relationship Management, Series 63
Education
The College of New Jersey 1989 — 1993
BS, Business Management, International Business
AllianceBernstein September 2013 - Present
AllianceBernstein June 2011 - Present
AllianceBernstein January 2009 - July 2011
AllianceBernstein December 2001 - December 2008
AllianceBernstein May 1999 - November 2001
Smith Barney Plan Services (A CitiGroup Company) September 1997 - May 1999
Bankers Trust January 1994 - September 1997
Skills
Investments, Strategy, Mutual Funds, Product Management, Marketing Communications, Life Insurance, Investment Management, Financial Services, Asset Management, Portfolio Management, Marketing, Market Research, Marketing Strategy, Defined Contribution, CRM, Relationship Management, Series 63
Education
The College of New Jersey 1989 — 1993
BS, Business Management, International Business
Craig Asche Craig Asche's Bankers Trust Experience September 1979 - December 1984
Job President at Paws For A Cause
Industry Philanthropy
Experience
Paws For A Cause December 2012 - Present
Chartered Alternative Investment Analyst Association (CAIA Assoc.) June 2003 - December 2010
Salomon Brothers September 1984 - January 1996
Bankers Trust September 1979 - December 1984
Skills
international..., overlay strategies..., Development and..., Strategic planning, Start-ups, Strategic Planning, FX Options, Public Speaking, Trading, Financial Analysis, Risk Management, Portfolio Management, Investments, Strategic Financial..., Finance, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Financial Markets, Derivatives
Education
Trinity College-Hartford 1973 — 1977
Bachelor of Arts (B.A.), Economics
Central High School, Philadelphia, PA 1970 — 1973
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Paws For A Cause December 2012 - Present
Chartered Alternative Investment Analyst Association (CAIA Assoc.) June 2003 - December 2010
Salomon Brothers September 1984 - January 1996
Bankers Trust September 1979 - December 1984
Skills
international..., overlay strategies..., Development and..., Strategic planning, Start-ups, Strategic Planning, FX Options, Public Speaking, Trading, Financial Analysis, Risk Management, Portfolio Management, Investments, Strategic Financial..., Finance, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Financial Markets, Derivatives
Education
Trinity College-Hartford 1973 — 1977
Bachelor of Arts (B.A.), Economics
Central High School, Philadelphia, PA 1970 — 1973
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jim Gatheral Jim Gatheral's Bankers Trust Experience March 1986 - February 1993
Job Professor at Baruch College, CUNY
Industry Financial Services
Experience
Baruch College August 2010 - Present
GQ Analytics, LLC October 2014 - Present
Merrill Lynch March 1993 - August 2010
Bank of America Merrill Lynch March 1993 - August 2010
New York University 1998 - July 2010
Bankers Trust March 1986 - February 1993
Bank of America August 1983 - February 1986
Skills
Quantitative Finance, Monte Carlo Simulation, Derivatives, R, Stochastic Calculus, Bloomberg, Options, Trading, Equities, Mathematical Modeling, Modeling, Excel, Mathematica, Financial Engineering, Volatility, Econometrics, Microsoft Excel, Numerical Analysis, Financial Modeling, Market Risk, Quantitative Analytics, Equity Derivatives, Statistics, Financial Markets, Hedge Funds, Fixed Income, Quantative Analysis, VBA, Statistical Modeling, Time Series Analysis, Economics, Capital Markets, Credit Derivatives, Emerging Markets, Alternative Investments, Interest Rate..., Commodity, Trading Strategies, Valuation, Macroeconomics, Structured Finance, Portfolio Optimization, Portfolio Management, Trading Systems, Investment Banking, Equity Research
Education
University of Cambridge 1979 — 1983
Ph.D., Theoretical Physics
The University of Glasgow 1975 — 1979
B.Sc., Mathematics and Natural Philiosophy
Baruch College August 2010 - Present
GQ Analytics, LLC October 2014 - Present
Merrill Lynch March 1993 - August 2010
Bank of America Merrill Lynch March 1993 - August 2010
New York University 1998 - July 2010
Bankers Trust March 1986 - February 1993
Bank of America August 1983 - February 1986
Skills
Quantitative Finance, Monte Carlo Simulation, Derivatives, R, Stochastic Calculus, Bloomberg, Options, Trading, Equities, Mathematical Modeling, Modeling, Excel, Mathematica, Financial Engineering, Volatility, Econometrics, Microsoft Excel, Numerical Analysis, Financial Modeling, Market Risk, Quantitative Analytics, Equity Derivatives, Statistics, Financial Markets, Hedge Funds, Fixed Income, Quantative Analysis, VBA, Statistical Modeling, Time Series Analysis, Economics, Capital Markets, Credit Derivatives, Emerging Markets, Alternative Investments, Interest Rate..., Commodity, Trading Strategies, Valuation, Macroeconomics, Structured Finance, Portfolio Optimization, Portfolio Management, Trading Systems, Investment Banking, Equity Research
Education
University of Cambridge 1979 — 1983
Ph.D., Theoretical Physics
The University of Glasgow 1975 — 1979
B.Sc., Mathematics and Natural Philiosophy
Marjorie Kaufman, CFA's Bankers Trust Experience 1993 - 1995
Job Partner, Head of Marketing, Barington Capital
Industry Investment Management
Experience
Barington Capital Group August 2015 - Present
Guggenheim Global Trading (Multi-Strat Hedge Fund Platform) March 2014 - December 2014
Golden Seeds June 2012 - February 2014
Kingdon Capital 2003 - 2010
J&W Seligman 2000 - 2003
Towneley Capital Management 1996 - 2000
Jacobs Levy Equity Management 1995 - 1995
Bankers Trust 1993 - 1995
Skills
Capital Raises, Institutional Marketing, Investor Relations, New Business Development, Hedge Funds, Alternative Investments, Marketing Strategy, Product Development, Risk Analysis, Business Relationship..., International Marketing, Quantitative Finance, Fund Analysis, Financial Markets, Financial Advisory, Investment Strategies, Private Equity, Equities, Asset Management, Capital, Investments, Marketing, Analysis, Investment Management, Investment Banking, Fixed Income, Portfolio Management, Due Diligence, Mutual Funds, Mergers & Acquisitions, LBO, IPO, Risk Management, Finance, Institutional..., Funding, Strategy, Emerging Markets, Capital Raising, Capital Markets, Asset Allocation, Financial Structuring, Venture Capital, Fund Of Funds
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Pennsylvania
BA magna cum laude, Economics and Anthropology
Horace Mann
Barington Capital Group August 2015 - Present
Guggenheim Global Trading (Multi-Strat Hedge Fund Platform) March 2014 - December 2014
Golden Seeds June 2012 - February 2014
Kingdon Capital 2003 - 2010
J&W Seligman 2000 - 2003
Towneley Capital Management 1996 - 2000
Jacobs Levy Equity Management 1995 - 1995
Bankers Trust 1993 - 1995
Skills
Capital Raises, Institutional Marketing, Investor Relations, New Business Development, Hedge Funds, Alternative Investments, Marketing Strategy, Product Development, Risk Analysis, Business Relationship..., International Marketing, Quantitative Finance, Fund Analysis, Financial Markets, Financial Advisory, Investment Strategies, Private Equity, Equities, Asset Management, Capital, Investments, Marketing, Analysis, Investment Management, Investment Banking, Fixed Income, Portfolio Management, Due Diligence, Mutual Funds, Mergers & Acquisitions, LBO, IPO, Risk Management, Finance, Institutional..., Funding, Strategy, Emerging Markets, Capital Raising, Capital Markets, Asset Allocation, Financial Structuring, Venture Capital, Fund Of Funds
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Pennsylvania
BA magna cum laude, Economics and Anthropology
Horace Mann
Steven Eannuzzi Steven Eannuzzi's Bankers Trust Experience January 1993 - January 1999
Job Senior IT Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Raymond James Financial Inc. May 2012 - Present
BNY Mellon October 1999 - May 2012
Bankers Trust January 1993 - January 1999
Security Pacific Automation Company January 1986 - January 1993
Skills
SDLC, Enterprise Architecture, Software Project..., Software Development, Architectures, IT Strategy, Agile Methodologies, Business Analysis, Requirements Gathering, Architecture, Requirements Analysis, SQL, Agile Project Management, Integration, Databases, Oracle, Visio, Data Warehousing, Solution Architecture, ITIL, Vendor Management, Securities, Java, Java Enterprise Edition, Sybase, Collateral Management, Unix, Application Architecture, Microsoft SQL Server, PHP, Repos, Messaging, IT Management, Systems Analysis, Disaster Recovery, T-SQL, PMP, Data Modeling, HTML, Oracle SQL, Market Data, Quality Assurance, PMO, Business Requirements, Alternative Investments, Money Transfers, Tableau, Business Intelligence
Education
Suffolk County Community College 1982 — 1983
Associate of Science (A.S.), Computer Science
Centereach High School 1975 — 1979
9-12
Bradly Schwab Bradly Schwab's Bankers Trust Experience May 1995 - May 1997
Job Managing Director at CRT Capital Group
Industry Financial Services
Experience
CRT Special Investments LLC November 2011 - Present
Debt Acquisition Group, LLC July 2010 - October 2011
Triax Capital Advisors, LLC July 2007 - October 2011
GLS Services LLC September 2002 - July 2007
AIG Global Investment Group June 1999 - September 2002
Enron Mexico 1998 - 1998
Bankers Trust May 1995 - May 1997
Bear Stearns May 1994 - May 1995
Skills
Valuation, Private Equity, Restructuring, Equities, Fixed Income, Bankruptcy, Capital Markets, Hedge Funds, Business Strategy, Debt, Asset Managment, Credit Opportunities, Distressed Investing, Investments, Portfolio Management, Finance, Emerging Markets, Trading, Financial Structuring
Education
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD, International Business
University of Rochester 1989 — 1994
BA, Religion
CRT Special Investments LLC November 2011 - Present
Debt Acquisition Group, LLC July 2010 - October 2011
Triax Capital Advisors, LLC July 2007 - October 2011
GLS Services LLC September 2002 - July 2007
AIG Global Investment Group June 1999 - September 2002
Enron Mexico 1998 - 1998
Bankers Trust May 1995 - May 1997
Bear Stearns May 1994 - May 1995
Skills
Valuation, Private Equity, Restructuring, Equities, Fixed Income, Bankruptcy, Capital Markets, Hedge Funds, Business Strategy, Debt, Asset Managment, Credit Opportunities, Distressed Investing, Investments, Portfolio Management, Finance, Emerging Markets, Trading, Financial Structuring
Education
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD, International Business
University of Rochester 1989 — 1994
BA, Religion
Mark Cleary's Bankers Trust Experience January 1981 - April 1984
Job Deputy General Manager at Svenska Handelsbanken
Industry Banking
Experience
Svenska Handelsbanken January 2005 - Present
Svenska Handelsbanken March 2008 - March 2009
Svenska Handelsbanken NY Branch January 2005 - March 2008
Svenska Handelsbanken NY Branch January 2000 - October 2007
Svenska Handelsbanken NY Branch January 1995 - January 2000
Svenska Handelsbanken NY branch May 1987 - December 1994
Den norske Bank June 1986 - May 1987
Nordic American Bank April 1984 - June 1986
Bankers Trust January 1981 - April 1984
Bankers Trust January 1980 - January 1981
Skills
Credit, Investment Banking, Banking, Commercial Banking, Risk Management, Credit Risk, Finance, Capital Markets, Equities, Fixed Income, Financial Analysis, Insurance, Derivatives, FX Options, Financial Risk, Financial Markets, Portfolio Management
Education
UCL 1974 — 1978
BA (Hons), Scandinavian Studies
Newport Grammar School 1966 — 1973
3 A Levels, 11 O Levels, French, Russian, History
Svenska Handelsbanken January 2005 - Present
Svenska Handelsbanken March 2008 - March 2009
Svenska Handelsbanken NY Branch January 2005 - March 2008
Svenska Handelsbanken NY Branch January 2000 - October 2007
Svenska Handelsbanken NY Branch January 1995 - January 2000
Svenska Handelsbanken NY branch May 1987 - December 1994
Den norske Bank June 1986 - May 1987
Nordic American Bank April 1984 - June 1986
Bankers Trust January 1981 - April 1984
Bankers Trust January 1980 - January 1981
Skills
Credit, Investment Banking, Banking, Commercial Banking, Risk Management, Credit Risk, Finance, Capital Markets, Equities, Fixed Income, Financial Analysis, Insurance, Derivatives, FX Options, Financial Risk, Financial Markets, Portfolio Management
Education
UCL 1974 — 1978
BA (Hons), Scandinavian Studies
Newport Grammar School 1966 — 1973
3 A Levels, 11 O Levels, French, Russian, History
Valerie Conlon Valerie Conlon's Bankers Trust Experience 1996 - 1996
Job Senior Engineer at Bill & Melinda Gates Foundation
Industry Computer Software
Experience
Bill & Melinda Gates Foundation May 2000 - Present
IT consultant Self Employed 1996 - 2000
Bankers Trust 1996 - 1996
IT consultant Self Employed 1991 - 1996
Maximum Data Corp. 1985 - 1991
Chemical Bank 1982 - 1985
Skills
SharePoint, Business Analysis, Project Management, Agile Methodologies, Software Documentation, Microsoft Office, Business Intelligence, SQL, SDLC, Access, Visio, Microsoft SQL Server, Business Process, Databases, Vendor Management
Education
Saint John's University 1980 — 1982
BS, Management/Economics
University at Albany, SUNY
Bill & Melinda Gates Foundation May 2000 - Present
IT consultant Self Employed 1996 - 2000
Bankers Trust 1996 - 1996
IT consultant Self Employed 1991 - 1996
Maximum Data Corp. 1985 - 1991
Chemical Bank 1982 - 1985
Skills
SharePoint, Business Analysis, Project Management, Agile Methodologies, Software Documentation, Microsoft Office, Business Intelligence, SQL, SDLC, Access, Visio, Microsoft SQL Server, Business Process, Databases, Vendor Management
Education
Saint John's University 1980 — 1982
BS, Management/Economics
University at Albany, SUNY
Glen Walton, PMP Glen Walton, PMP's Bankers Trust Experience October 1995 - May 2000
Job
Industry Investment Management
Experience
Russell Investments December 2013 - Present
Russell Investments November 2012 - December 2013
Russell Investments June 2009 - November 2012
State Street Bank October 2005 - February 2009
State Street Bank August 2004 - September 2005
State Street Bank July 2003 - July 2004
Deutsche Bank June 2000 - June 2003
Bankers Trust October 1995 - May 2000
Lloyds TSB Bank 1987 - 1990
Skills
Vendor Management, Strategy, Relationship Management, Financial Services, Global Custody, Offshoring, Business Development, Outsourcing, Performance Measurement, BPO, Benchmarking, Customer Service, Risk Management, Management, CRM, Business Transformation, Banking Relationships, RFP Generation, Globalization, Fee, Negotiation, Strategic Planning, Change Management, Business Process..., Executive Management, Due Diligence, Process Improvement, Fund Administration, Governance, Securities Lending, Investment Management, Customer Relations, Commercial Negotiations, Enterprise Relationship..., Fee Benchmarking, BPO Offshoring, Project Management, PMP
Education
The University of Edinburgh 1993 — 1994
MSc, Geographical Information Systems, Pass
University of Nottingham 1990 — 1993
BA (Hons), Geography, 2:1
Waltham Toll Bar 1980 — 1987
Russell Investments December 2013 - Present
Russell Investments November 2012 - December 2013
Russell Investments June 2009 - November 2012
State Street Bank October 2005 - February 2009
State Street Bank August 2004 - September 2005
State Street Bank July 2003 - July 2004
Deutsche Bank June 2000 - June 2003
Bankers Trust October 1995 - May 2000
Lloyds TSB Bank 1987 - 1990
Skills
Vendor Management, Strategy, Relationship Management, Financial Services, Global Custody, Offshoring, Business Development, Outsourcing, Performance Measurement, BPO, Benchmarking, Customer Service, Risk Management, Management, CRM, Business Transformation, Banking Relationships, RFP Generation, Globalization, Fee, Negotiation, Strategic Planning, Change Management, Business Process..., Executive Management, Due Diligence, Process Improvement, Fund Administration, Governance, Securities Lending, Investment Management, Customer Relations, Commercial Negotiations, Enterprise Relationship..., Fee Benchmarking, BPO Offshoring, Project Management, PMP
Education
The University of Edinburgh 1993 — 1994
MSc, Geographical Information Systems, Pass
University of Nottingham 1990 — 1993
BA (Hons), Geography, 2:1
Waltham Toll Bar 1980 — 1987
Ford Stewart Ford Stewart's Bankers Trust Experience January 1985 - July 1995
Job Senior Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2011 - Present
Deutsche Bank June 2009 - May 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers August 1995 - September 2008
Bankers Trust January 1985 - July 1995
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Syracuse University 1979 — 1983
BA, Economics
Briarcliff High School 1975 — 1979
Bank of America May 2011 - Present
Deutsche Bank June 2009 - May 2011
Barclays Capital September 2008 - May 2009
Lehman Brothers August 1995 - September 2008
Bankers Trust January 1985 - July 1995
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Syracuse University 1979 — 1983
BA, Economics
Briarcliff High School 1975 — 1979
Sandra Shearin (Hale)'s Bankers Trust Experience September 1996 - February 1998
Job Executive Assistant to PhysicianinChief for Radiation Oncology & Surgical Oncology at Sarah Cannon
Industry Executive Office
Experience
Sarah Cannon January 2013 - Present
Sarah Cannon Research Institute April 2010 - January 2013
Lightning Source May 2008 - January 2010
Lightning Source July 2006 - May 2008
Renal Care Group May 2003 - July 2006
Renal Care Group November 2002 - May 2003
Children's Comprehensive Services February 1998 - January 2001
Bankers Trust September 1996 - February 1998
Bankers Trust May 1995 - September 1996
Bankers Trust December 1994 - May 1995
Skills
Project Management, PowerPoint, Recruiting, Management, Training, Employee Relations, Leadership, Microsoft Excel, Project Planning, Human Resources, Employee Benefits, Customer Service, Microsoft Word, New Business Development, Process Improvement, Microsoft Office, System Administration, Time Management, Accounts Payable, Outlook, Strategic Planning, Budgets
Education
Trevecca Nazarene University 1986 — 1988
Business Administration
West Valley High 1981 — 1985
Sarah Cannon January 2013 - Present
Sarah Cannon Research Institute April 2010 - January 2013
Lightning Source May 2008 - January 2010
Lightning Source July 2006 - May 2008
Renal Care Group May 2003 - July 2006
Renal Care Group November 2002 - May 2003
Children's Comprehensive Services February 1998 - January 2001
Bankers Trust September 1996 - February 1998
Bankers Trust May 1995 - September 1996
Bankers Trust December 1994 - May 1995
Skills
Project Management, PowerPoint, Recruiting, Management, Training, Employee Relations, Leadership, Microsoft Excel, Project Planning, Human Resources, Employee Benefits, Customer Service, Microsoft Word, New Business Development, Process Improvement, Microsoft Office, System Administration, Time Management, Accounts Payable, Outlook, Strategic Planning, Budgets
Education
Trevecca Nazarene University 1986 — 1988
Business Administration
West Valley High 1981 — 1985
Patrick M. Donovan, CPA Patrick M. Donovan, CPA's Bankers Trust Experience March 1988 - January 2001
Job Independent Accounting Consultant
Industry Financial Services
Experience
Own Account February 2012 - Present
The Center for Professional Education, Inc. ("CPE INC.") January 2012 - Present
Protiviti March 2012 - Present
Retired December 2010 - January 2012
AIG May 2006 - November 2010
Goldman Sachs 2002 - 2006
Arthur Andersen - On Call February 2001 - April 2002
Bankers Trust March 1988 - January 2001
Chase Manhattan Corporation December 1980 - February 1988
Coopers & Lybrand July 1978 - November 1980
Skills
Derivatives, Capital Markets, Structured Finance, Finance, US GAAP, Equities, Hedging, Accounting, Investment Banking, Financial Modeling, Securitization, Consolidation, Investments, Financial Accounting, Swaps, Options, Valuation, Fixed Income, Trading, Financial Risk, Hedge Funds, Financial Services, Credit, Financial Structuring, Treasury, Private Equity, Alternative Investments, Interest Rate..., FX Options, Credit Derivatives, Securities, Market Risk, Commodities, Commodity, Weaving, Exotic Derivatives
Education
State University of New York at Albany 1975 — 1978
BSc - Accounting, Accounting, Economics, Liberal Arts
SUNY Stony Brook 1967 — 1969
None, Physics and Economics
Own Account February 2012 - Present
The Center for Professional Education, Inc. ("CPE INC.") January 2012 - Present
Protiviti March 2012 - Present
Retired December 2010 - January 2012
AIG May 2006 - November 2010
Goldman Sachs 2002 - 2006
Arthur Andersen - On Call February 2001 - April 2002
Bankers Trust March 1988 - January 2001
Chase Manhattan Corporation December 1980 - February 1988
Coopers & Lybrand July 1978 - November 1980
Skills
Derivatives, Capital Markets, Structured Finance, Finance, US GAAP, Equities, Hedging, Accounting, Investment Banking, Financial Modeling, Securitization, Consolidation, Investments, Financial Accounting, Swaps, Options, Valuation, Fixed Income, Trading, Financial Risk, Hedge Funds, Financial Services, Credit, Financial Structuring, Treasury, Private Equity, Alternative Investments, Interest Rate..., FX Options, Credit Derivatives, Securities, Market Risk, Commodities, Commodity, Weaving, Exotic Derivatives
Education
State University of New York at Albany 1975 — 1978
BSc - Accounting, Accounting, Economics, Liberal Arts
SUNY Stony Brook 1967 — 1969
None, Physics and Economics
Lonnie Haber's Bankers Trust Experience 1995 - 1997
Job Accounting/Systems Manager at Greater Nashville Association of Realtors, Inc
Industry Accounting
Experience
Greater Nashville Association of Realtors, Inc 1999 - Present
Primus Financial 1997 - 1999
Bankers Trust 1995 - 1997
Skills
Financial Reporting, Accounting, Financial Analysis, Process Improvement, Internal Audit, Team Leadership, Operations Management, GAAP, Budgets, Management, Risk Management, Marketing
Education
Trevecca Nazarene University 1992 — 1994
BS, Business Administration, Accounting, Economics
Greater Nashville Association of Realtors, Inc 1999 - Present
Primus Financial 1997 - 1999
Bankers Trust 1995 - 1997
Skills
Financial Reporting, Accounting, Financial Analysis, Process Improvement, Internal Audit, Team Leadership, Operations Management, GAAP, Budgets, Management, Risk Management, Marketing
Education
Trevecca Nazarene University 1992 — 1994
BS, Business Administration, Accounting, Economics
Barry Schneider Barry Schneider's Bankers Trust Experience 1983 - 1987
Job Actor & Managing Director
Industry Performing Arts
Experience
The RATS Company (aka Russian Arts Theater & Studio) September 2009 - Present
actorbarry.com 1999 - Present
PayCheckr, LLC May 2009 - May 2010
Pineapple & Henry 2005 - 2005
Pineapple & Henry 2005 - 2005
Bankers Trust 1983 - 1987
Skills
Feature Films, Theatre, Singing, Improvisation, Social Networking, Plays, Acting, Film, Musical Theatre, Drama, Stage, Management, Program Management, Editing, Comedy, Performing Arts, Directing, Entertainment, Marketing, Strategy, Voice Acting
Education
Terry Schreiber Studio 2005 — 2008
Acting
HB Studio 1999 — 2004
Acting
Syracuse University 1974 — 1979
Architecture
Helen Gallagher School of Vocal Wonderment :)
Singing
Kimball Studio
T Schreiber
The RATS Company (aka Russian Arts Theater & Studio) September 2009 - Present
actorbarry.com 1999 - Present
PayCheckr, LLC May 2009 - May 2010
Pineapple & Henry 2005 - 2005
Pineapple & Henry 2005 - 2005
Bankers Trust 1983 - 1987
Skills
Feature Films, Theatre, Singing, Improvisation, Social Networking, Plays, Acting, Film, Musical Theatre, Drama, Stage, Management, Program Management, Editing, Comedy, Performing Arts, Directing, Entertainment, Marketing, Strategy, Voice Acting
Education
Terry Schreiber Studio 2005 — 2008
Acting
HB Studio 1999 — 2004
Acting
Syracuse University 1974 — 1979
Architecture
Helen Gallagher School of Vocal Wonderment :)
Singing
Kimball Studio
T Schreiber
Akbar Poonawala Akbar Poonawala's Bankers Trust Experience 1994 - 1999
Job CoFounder at Pivot Investment Partners LLC
Industry Financial Services
Experience
Pivot Investment Partners LLC 2014 - Present
Deutsche Bank 2011 - 2013
Deutsche Bank 2001 - 2013
Deutsche Bank 1999 - 2001
Bankers Trust 1994 - 1999
Bankers Trust 1990 - 1994
Bankers Trust 1986 - 1990
Citicorp 1985 - 1985
Tata Consultancy Services 1983 - 1984
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Fixed Income, Corporate Finance, Financial Modeling, Banking, FX Options, Private Equity, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Structured Products, Securities, Risk Management, Securities Market, Transactional Banking, Financial Markets, Financial Risk, Financial Services, Emerging Markets, Real Estate Private..., Sales Management, Project Management, Corporate Trust, Relationship Management, Asset Management, Credit Risk, Management Consulting, International Business, Investments, Investment Advisory, Business Development, Alternative Investments, Financial Structuring, Structured Finance, Credit Derivatives, Management, Bonds, Bloomberg, Equity Derivatives, Equity Research, Trading, Investment Management, Securitization, Options, Middle Office, Prime Brokerage
Education
CFA Institute 1993 — 1995
CFA
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA
Symbiosis institute of Management Studies 1981 — 1983
MBA
Ness Wadia College of Commerce - Poona University 1978 — 1981
B.Com
University of Pune
Bachelor of Commerce (B.Com.)
Pivot Investment Partners LLC 2014 - Present
Deutsche Bank 2011 - 2013
Deutsche Bank 2001 - 2013
Deutsche Bank 1999 - 2001
Bankers Trust 1994 - 1999
Bankers Trust 1990 - 1994
Bankers Trust 1986 - 1990
Citicorp 1985 - 1985
Tata Consultancy Services 1983 - 1984
Skills
Equities, Capital Markets, Investment Banking, Derivatives, Fixed Income, Corporate Finance, Financial Modeling, Banking, FX Options, Private Equity, Portfolio Management, Valuation, Hedge Funds, Financial Analysis, Structured Products, Securities, Risk Management, Securities Market, Transactional Banking, Financial Markets, Financial Risk, Financial Services, Emerging Markets, Real Estate Private..., Sales Management, Project Management, Corporate Trust, Relationship Management, Asset Management, Credit Risk, Management Consulting, International Business, Investments, Investment Advisory, Business Development, Alternative Investments, Financial Structuring, Structured Finance, Credit Derivatives, Management, Bonds, Bloomberg, Equity Derivatives, Equity Research, Trading, Investment Management, Securitization, Options, Middle Office, Prime Brokerage
Education
CFA Institute 1993 — 1995
CFA
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA
Symbiosis institute of Management Studies 1981 — 1983
MBA
Ness Wadia College of Commerce - Poona University 1978 — 1981
B.Com
University of Pune
Bachelor of Commerce (B.Com.)
Frank Ruggieri Frank Ruggieri's Bankers Trust Experience December 1986 - October 1998
Job Project Manager at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco January 2007 - Present
Wells Fargo Bank 2004 - 2006
Bankers Trust December 1986 - October 1998
Credit Agricole 1989 - 1991
IMI 1986 - 1989
Brown & Root 1981 - 1986
Skills
Derivatives, Credit Risk, Trading, SDLC, Risk Management, Banking, Business Analysis, Capital Markets, Portfolio Management, Fixed Income, Investment Banking, Financial Services, Financial Risk
Education
Texas A&M University 1978 — 1981
BS, Computing Science
Texas Tech University 1977 — 1978
BS, Industrial Engineering
Federal Reserve Bank of San Francisco January 2007 - Present
Wells Fargo Bank 2004 - 2006
Bankers Trust December 1986 - October 1998
Credit Agricole 1989 - 1991
IMI 1986 - 1989
Brown & Root 1981 - 1986
Skills
Derivatives, Credit Risk, Trading, SDLC, Risk Management, Banking, Business Analysis, Capital Markets, Portfolio Management, Fixed Income, Investment Banking, Financial Services, Financial Risk
Education
Texas A&M University 1978 — 1981
BS, Computing Science
Texas Tech University 1977 — 1978
BS, Industrial Engineering
Nancy Wilson Brothers Nancy Wilson Brothers's Bankers Trust Experience July 1988 - September 1991
Job Senior Managing Director at Aviation Finance Corporation
Industry Financial Services
Experience
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Aviation Finance Corporation February 2015 - Present
Citi April 2004 - February 2015
Morgan Stanley February 2002 - April 2004
Merrill Lynch June 1998 - February 2002
CIBC World Markets September 1997 - June 1998
Oppenheimer & Co. Inc. September 1993 - September 1997
Lehman Brothers September 1991 - September 1993
Bankers Trust July 1988 - September 1991
Skills
Credit Trading, Loan Sales, Bank Specialist, Sourcing, Distressed Debt, Private Placements, Bankruptcy, High Yield Bonds, Private Equity, Trade Compliance, Syndications, Trading, Electronic Trading, Series 7, Series 63, Fixed Income
Education
Syracuse University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Verona High School 1979 — 1983
High School
Lisa P. Chagnon Lisa P. Chagnon's Bankers Trust Experience 1985 - 2000
Job Financial Specialist at PNC Bank
Industry Financial Services
Experience
PNC Bank November 2014 - Present
AXA Advisors, LLC July 2010 - Present
Deutsche Bank January 1995 - July 2000
Bankers Trust 1985 - 2000
Education
Syracuse University 1981 — 1985
Bachelor's degree, Finance and Marketing
Belleville High School 1977 — 1981
HS Diploma
Holy Family School
PNC Bank November 2014 - Present
AXA Advisors, LLC July 2010 - Present
Deutsche Bank January 1995 - July 2000
Bankers Trust 1985 - 2000
Education
Syracuse University 1981 — 1985
Bachelor's degree, Finance and Marketing
Belleville High School 1977 — 1981
HS Diploma
Holy Family School
Sabrina (Robinson) Luy Sabrina (Robinson) Luy's Bankers Trust Experience July 1985 - August 1988
Job Contract Administrator at Music Works International
Industry Music
Experience
Music Works International September 2014 - Present
MSAD 6 February 2002 - May 2013
Hycor Biomedical/ Ventrex Laboratories August 1988 - September 1992
Bankers Trust July 1985 - August 1988
Skills
Teaching, Acting, Classroom Instruction, Research, Tutoring, Public Speaking, Excel, Spanish, Special Education, Customer Service, Classroom Management, Elementary Education, Volunteer Management, Classroom, Microsoft Excel, Educational Leadership, Program Development, Nonprofits, Fundraising, Microsoft Office, Leadership, Training, Curriculum Design, Community Outreach
Education
The Sage Colleges - Russell Sage College 1978 — 1982
Economics
Madison High School 1974 — 1978
Music Works International September 2014 - Present
MSAD 6 February 2002 - May 2013
Hycor Biomedical/ Ventrex Laboratories August 1988 - September 1992
Bankers Trust July 1985 - August 1988
Skills
Teaching, Acting, Classroom Instruction, Research, Tutoring, Public Speaking, Excel, Spanish, Special Education, Customer Service, Classroom Management, Elementary Education, Volunteer Management, Classroom, Microsoft Excel, Educational Leadership, Program Development, Nonprofits, Fundraising, Microsoft Office, Leadership, Training, Curriculum Design, Community Outreach
Education
The Sage Colleges - Russell Sage College 1978 — 1982
Economics
Madison High School 1974 — 1978
Thomas G. Gevas's Bankers Trust Experience January 1997 - August 1999
Job Vice President & Sr Relationship Mgr Investment Mgr Liaison Group (IMLG) Worldwide Ops @ Northern Trust
Industry Banking
Experience
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
Carl Chase Carl Chase's Bankers Trust Experience January 1990 - March 1991
Job Owner at Fish Window Cleaning
Industry E-Learning
Experience
Fish Window Cleaning September 2010 - Present
Self-Employeed January 2009 - February 2012
Kaplan EduNeering September 2007 - January 2009
Kaplan EduNeering September 2004 - September 2007
Self-employed June 2002 - September 2004
Mellon HR Solutions 2002 - 2003
InfoMedia Designs, Inc. February 1997 - June 2002
Sterling Resources February 1992 - February 1997
Bankers Trust January 1990 - March 1991
Education
Susquehanna University 1973 — 1977
Bachelor of Music, Music Education
Fish Window Cleaning September 2010 - Present
Self-Employeed January 2009 - February 2012
Kaplan EduNeering September 2007 - January 2009
Kaplan EduNeering September 2004 - September 2007
Self-employed June 2002 - September 2004
Mellon HR Solutions 2002 - 2003
InfoMedia Designs, Inc. February 1997 - June 2002
Sterling Resources February 1992 - February 1997
Bankers Trust January 1990 - March 1991
Education
Susquehanna University 1973 — 1977
Bachelor of Music, Music Education
David Fabian David Fabian's Bankers Trust Experience January 1993 - July 1999
Job Director at Citi
Industry Financial Services
Experience
Citi May 2006 - Present
JPMorgan Chase July 1999 - May 2006
Bankers Trust January 1993 - July 1999
KPMG September 1981 - December 1992
Skills
Financial Risk, Risk Management, Fixed Income, Securities, Financial Services, Banking, Auditing, Capital Markets, Derivatives
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
Citi May 2006 - Present
JPMorgan Chase July 1999 - May 2006
Bankers Trust January 1993 - July 1999
KPMG September 1981 - December 1992
Skills
Financial Risk, Risk Management, Fixed Income, Securities, Financial Services, Banking, Auditing, Capital Markets, Derivatives
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
Steve Hook's Bankers Trust Experience July 1989 - July 1996
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Sean Westley Sean Westley's Bankers Trust Experience 1994 - 1997
Job Managing Director at Weeden Prime Services, LLC
Industry Financial Services
Experience
Weeden Prime Services, LLC March 2014 - Present
ConvergEx Group 2008 - Present
UBS Investment Bank September 2008 - June 2010
Credit Suisse 2003 - 2008
Goldman Sachs 1997 - 2003
Bankers Trust 1994 - 1997
Skills
Derivatives, Investment Banking, Alternative Investments, Capital Markets, Asset Management, Prime Brokerage, Equities, Fixed Income, Hedge Funds, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Private Equity, FX Options, Trading, Risk Management, Securities, Valuation, Investments, Series 7, Financial Markets, Equity Derivatives, Financial Analysis, Financial Modeling, Emerging Markets, Financial Services, Options, Equity Trading, Mutual Funds, Strategy, Series 63, Due Diligence
Education
University at Albany, SUNY
BA
st francis prep!
Weeden Prime Services, LLC March 2014 - Present
ConvergEx Group 2008 - Present
UBS Investment Bank September 2008 - June 2010
Credit Suisse 2003 - 2008
Goldman Sachs 1997 - 2003
Bankers Trust 1994 - 1997
Skills
Derivatives, Investment Banking, Alternative Investments, Capital Markets, Asset Management, Prime Brokerage, Equities, Fixed Income, Hedge Funds, Bloomberg, Electronic Trading, Trading Systems, Portfolio Management, Private Equity, FX Options, Trading, Risk Management, Securities, Valuation, Investments, Series 7, Financial Markets, Equity Derivatives, Financial Analysis, Financial Modeling, Emerging Markets, Financial Services, Options, Equity Trading, Mutual Funds, Strategy, Series 63, Due Diligence
Education
University at Albany, SUNY
BA
st francis prep!
Anne Erni Anne Erni's Bankers Trust Experience 1993 - 1997
Job Head Of Human Resources at Bloomberg LP
Industry Human Resources
Experience
Bloomberg LP September 2013 - Present
Bloomberg LP June 2009 - September 2013
Bloomberg LP January 2009 - June 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Bankers Trust 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Skills
Trading, Securities, Investments, Portfolio Management, Risk Management, Corporate Finance, Prime Brokerage, Equities, Fixed Income, Succession Planning, Talent Management, Diversity, Executive Coaching, Leadership Development, Strategic HR, Organizational..., Organizational..., Culture Change, Advisory Boards, Key Account..., Sales, Career Development, Diversity, Performance Management, Talent Acquisition, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations: Economics & Latin America
The Johns Hopkins University 1982 — 1986
BA, International Relations
Bloomberg LP September 2013 - Present
Bloomberg LP June 2009 - September 2013
Bloomberg LP January 2009 - June 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers 2003 - 2008
Lehman Brothers 1997 - 2003
Bankers Trust 1993 - 1997
Swiss Bank Corporation 1988 - 1993
Skills
Trading, Securities, Investments, Portfolio Management, Risk Management, Corporate Finance, Prime Brokerage, Equities, Fixed Income, Succession Planning, Talent Management, Diversity, Executive Coaching, Leadership Development, Strategic HR, Organizational..., Organizational..., Culture Change, Advisory Boards, Key Account..., Sales, Career Development, Diversity, Performance Management, Talent Acquisition, Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1986 — 1988
MA, International Relations: Economics & Latin America
The Johns Hopkins University 1982 — 1986
BA, International Relations
Michael Ashton, CFA Michael Ashton, CFA's Bankers Trust Experience August 1996 - June 1997
Job Inflation Products and Markets Expert
Industry Investment Management
Experience
Enduring Investments LLC February 2009 - Present
Natixis December 2005 - February 2009
Ashton Analytics, LLC September 2004 - December 2005
Barclays Capital January 2001 - August 2004
Deutsche Bank July 1999 - December 2000
Ashton Analytics, Inc. July 1997 - June 1999
Bankers Trust August 1996 - June 1997
J.P. Morgan July 1994 - July 1996
Garvin Guybutler & Co July 1993 - June 1994
Technical Data July 1990 - June 1993
Skills
Inflation, Options, Interest Rate..., Economics, Econometrics, Entrepreneurship, Writing, Arbitrage, Commodities, Futures, Fixed Income, Commodity, Derivatives, Trading, Rates, Swaps, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, Long Distance Running, Market Analysis, Coaching, Structured Products, Risk Management, Investments, Investment Management, Treasury, Credit Derivatives, Alternative Investments, Institutional..., Market Risk, Finance, Equity Derivatives, Emerging Markets, Fund Of Funds, Electronic Trading, ETFs, Interest Rates, CDS
Education
Trinity University 1986 — 1990
B.A., Economics
Nolan 1982 — 1986
Enduring Investments LLC February 2009 - Present
Natixis December 2005 - February 2009
Ashton Analytics, LLC September 2004 - December 2005
Barclays Capital January 2001 - August 2004
Deutsche Bank July 1999 - December 2000
Ashton Analytics, Inc. July 1997 - June 1999
Bankers Trust August 1996 - June 1997
J.P. Morgan July 1994 - July 1996
Garvin Guybutler & Co July 1993 - June 1994
Technical Data July 1990 - June 1993
Skills
Inflation, Options, Interest Rate..., Economics, Econometrics, Entrepreneurship, Writing, Arbitrage, Commodities, Futures, Fixed Income, Commodity, Derivatives, Trading, Rates, Swaps, Capital Markets, Financial Markets, Hedge Funds, Bloomberg, Long Distance Running, Market Analysis, Coaching, Structured Products, Risk Management, Investments, Investment Management, Treasury, Credit Derivatives, Alternative Investments, Institutional..., Market Risk, Finance, Equity Derivatives, Emerging Markets, Fund Of Funds, Electronic Trading, ETFs, Interest Rates, CDS
Education
Trinity University 1986 — 1990
B.A., Economics
Nolan 1982 — 1986
Jennifer Lemaigre Jennifer Lemaigre's Bankers Trust Experience 1995 - 1997
Job VP, Global Talent Acquisition and Onboarding at LexisNexis Legal & Professional
Industry Information Services
Experience
LexisNexis September 2011 - Present
Board of Trustees, United Nations International School (UNIS) July 2005 - June 2011
Misys September 2007 - December 2010
NYC Department of Education 2005 - 2006
Jungle Media Group 2000 - 2002
Deloitte Consulting 1997 - 2000
Bankers Trust 1995 - 1997
Skills
Talent Management, Recruiting, Human Resources, Strategic Planning, Business Development, Performance Management, Onboarding, Employee Engagement, Employee Relations, Change Management, Applicant Tracking..., Financial Services
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
MA, International Relations
University of Michigan
Bachelor of Arts, Economics / French Language and Literature
LexisNexis September 2011 - Present
Board of Trustees, United Nations International School (UNIS) July 2005 - June 2011
Misys September 2007 - December 2010
NYC Department of Education 2005 - 2006
Jungle Media Group 2000 - 2002
Deloitte Consulting 1997 - 2000
Bankers Trust 1995 - 1997
Skills
Talent Management, Recruiting, Human Resources, Strategic Planning, Business Development, Performance Management, Onboarding, Employee Engagement, Employee Relations, Change Management, Applicant Tracking..., Financial Services
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1981 — 1983
MA, International Relations
University of Michigan
Bachelor of Arts, Economics / French Language and Literature
Clarence Haynes Clarence Haynes's Bankers Trust Experience July 1973 - December 1986
Job International Trade and Investment Advisory Services
Industry Financial Services
Experience
Foreign Investment and Trade Advisory 1996 - Present
Pryor Counts 1990 - 1995
International Finance Corporation March 1987 - March 1989
Bankers Trust July 1973 - December 1986
Skills
Business Strategy, Emerging Markets, Trading, Corporate Finance, Capital Markets, Management Consulting, Finance, Policy, Strategic Planning, Negotiation, Project Management, Financial Services, Leadership, Project Finance, Private Equity, Process Improvement, Strategy, Management, Financial Analysis, Investments, Banking, Commercial Banking, Entrepreneurship, Mergers & Acquisitions, Securities, Business Planning, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1971 — 1973
Master of Business Administration (MBA), Finance
The University of Kansas 1966 — 1971
Bachelors, Business Administration
Foreign Investment and Trade Advisory 1996 - Present
Pryor Counts 1990 - 1995
International Finance Corporation March 1987 - March 1989
Bankers Trust July 1973 - December 1986
Skills
Business Strategy, Emerging Markets, Trading, Corporate Finance, Capital Markets, Management Consulting, Finance, Policy, Strategic Planning, Negotiation, Project Management, Financial Services, Leadership, Project Finance, Private Equity, Process Improvement, Strategy, Management, Financial Analysis, Investments, Banking, Commercial Banking, Entrepreneurship, Mergers & Acquisitions, Securities, Business Planning, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1971 — 1973
Master of Business Administration (MBA), Finance
The University of Kansas 1966 — 1971
Bachelors, Business Administration
Tom Marzec Tom Marzec's Bankers Trust Experience July 1995 - January 1998
Job Benefits Consultant, Client Relationship Manager and Project Manager
Industry Human Resources
Experience
Milliman April 2008 - Present
Affiliated Computer Services, Inc. 2004 - 2008
Mellon 2003 - 2004
PricewaterhouseCoopers September 1998 - 2003
Pentegra Retirement Services January 1998 - September 1998
Bankers Trust July 1995 - January 1998
Watson Wyatt 1987 - 1995
Mercer 1979 - 1987
Skills
Defined Benefit, Employee Benefits, Defined Contribution, Pensions, Benefits Administration, Retirement, Actuarial Science, Executive Pay, Client Services, Applicant Tracking...
Education
Stony Brook University 1975 — 1977
Mathematics
Milliman April 2008 - Present
Affiliated Computer Services, Inc. 2004 - 2008
Mellon 2003 - 2004
PricewaterhouseCoopers September 1998 - 2003
Pentegra Retirement Services January 1998 - September 1998
Bankers Trust July 1995 - January 1998
Watson Wyatt 1987 - 1995
Mercer 1979 - 1987
Skills
Defined Benefit, Employee Benefits, Defined Contribution, Pensions, Benefits Administration, Retirement, Actuarial Science, Executive Pay, Client Services, Applicant Tracking...
Education
Stony Brook University 1975 — 1977
Mathematics
Stacy B. Sandler's Bankers Trust Experience September 1988 - May 1991
Job Principal at Deloitte Consulting
Industry Financial Services
Experience
Deloitte Consulting May 2000 - Present
Deloitte Consulting 2000 - Present
Mellon Bank February 1995 - May 2000
PNC Bank February 1992 - March 1995
Bankers Trust September 1988 - May 1991
Skills
Management Consulting, Business Process..., Product Management, Financial Services, Strategy, Mergers & Acquisitions, Business Transformation, Process Improvement, Due Diligence, Risk Management, Leadership, Program Management, Management, Project Management
Education
Tulane University - A.B. Freeman School of Business 1984 — 1988
Deloitte Consulting May 2000 - Present
Deloitte Consulting 2000 - Present
Mellon Bank February 1995 - May 2000
PNC Bank February 1992 - March 1995
Bankers Trust September 1988 - May 1991
Skills
Management Consulting, Business Process..., Product Management, Financial Services, Strategy, Mergers & Acquisitions, Business Transformation, Process Improvement, Due Diligence, Risk Management, Leadership, Program Management, Management, Project Management
Education
Tulane University - A.B. Freeman School of Business 1984 — 1988
Aaron Kilberg Aaron Kilberg's Bankers Trust Experience 1988 - 1991
Job Director, Business Development at Standard Life Investments
Industry Investment Management
Experience
UBS Global Asset Management June 2011 - January 2015
Aviva Investors 2009 - 2011
Kern Capital Management LLC 2005 - 2008
Timessquare Capital Mgt Inc 2001 - 2005
Neuberger Berman 1991 - 2001
Bankers Trust 1988 - 1991
Buck Consultants 1986 - 1988
Segal Rogerscasey 1983 - 1986
Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA
Stony Brook University 1979 — 1983
B.A.
UBS Global Asset Management June 2011 - January 2015
Aviva Investors 2009 - 2011
Kern Capital Management LLC 2005 - 2008
Timessquare Capital Mgt Inc 2001 - 2005
Neuberger Berman 1991 - 2001
Bankers Trust 1988 - 1991
Buck Consultants 1986 - 1988
Segal Rogerscasey 1983 - 1986
Skills
Alternative Investments, Hedge Funds, Growth Equities, Equities, Investment Strategies, Fixed Income, Investments, Asset Allocation, Asset Management, Fund Of Funds, Wealth Management, Series 63, Emerging Markets, Institutional..., Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA
Stony Brook University 1979 — 1983
B.A.
Guy Tallent's Bankers Trust Experience 1992 - 1994
Job
Industry Computer & Network Security
Experience
Verizon Enterprise Solutions October 2013 - Present
Verizon Business May 2010 - October 2013
Idaasco, Inc - Identity as a Service July 2009 - June 2011
SAIC January 2007 - July 2009
Strategic Identity Group October 2002 - January 2007
Identrus, LLC 1999 - 2002
JPMorgan Chase July 1994 - July 1999
Bankers Trust 1992 - 1994
First Horizon National Corporation 1988 - 1990
Skills
Identity Management, Information Security, Security, Information Security..., Cloud Computing, SaaS, Network Security, CISSP, Computer Security, Managed Services, Information Technology, Enterprise Software, Data Center, Business Continuity, Integration, Governance, Security Audits, Firewalls, Vulnerability Assessment, Professional Services, Data Security, PCI DSS, Penetration Testing, Enterprise Architecture, Disaster Recovery, IT Strategy, PKI, Vendor Management, Solution Architecture, Virtualization, IT Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
The University of Memphis 1984 — 1988
BBA
Verizon Enterprise Solutions October 2013 - Present
Verizon Business May 2010 - October 2013
Idaasco, Inc - Identity as a Service July 2009 - June 2011
SAIC January 2007 - July 2009
Strategic Identity Group October 2002 - January 2007
Identrus, LLC 1999 - 2002
JPMorgan Chase July 1994 - July 1999
Bankers Trust 1992 - 1994
First Horizon National Corporation 1988 - 1990
Skills
Identity Management, Information Security, Security, Information Security..., Cloud Computing, SaaS, Network Security, CISSP, Computer Security, Managed Services, Information Technology, Enterprise Software, Data Center, Business Continuity, Integration, Governance, Security Audits, Firewalls, Vulnerability Assessment, Professional Services, Data Security, PCI DSS, Penetration Testing, Enterprise Architecture, Disaster Recovery, IT Strategy, PKI, Vendor Management, Solution Architecture, Virtualization, IT Management
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA
The University of Memphis 1984 — 1988
BBA
Charles Schwartz Charles Schwartz's Bankers Trust Experience 1985 - 1987
Job Managing Partner, Titanium Capital Group
Industry Financial Services
Experience
Titanium Capital Group January 2003 - Present
AIG Trading Group 1999 - 2002
UBS 1995 - 1998
Goldman Sachs 1993 - 1995
AIG Financial Products 1987 - 1993
Bankers Trust 1985 - 1987
Skills
Derivatives, Structured Products, Strategy, Equities, Alternative Investments, Securities, Financial Modeling, Capital Markets, Private Equity, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Fixed Income, Hedge Funds, Financial Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Affairs
Tufts University 1978 — 1981
BA, International Affairs and French
St Albans School 1974 — 1978
Titanium Capital Group January 2003 - Present
AIG Trading Group 1999 - 2002
UBS 1995 - 1998
Goldman Sachs 1993 - 1995
AIG Financial Products 1987 - 1993
Bankers Trust 1985 - 1987
Skills
Derivatives, Structured Products, Strategy, Equities, Alternative Investments, Securities, Financial Modeling, Capital Markets, Private Equity, Wealth Management, Strategic Financial..., Financial Services, Asset Management, Fixed Income, Hedge Funds, Financial Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1982 — 1984
MA, International Affairs
Tufts University 1978 — 1981
BA, International Affairs and French
St Albans School 1974 — 1978
Cynthia DiLauro Cynthia DiLauro's Bankers Trust Experience August 1991 - February 2000
Job VP, HR Business Partner at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2005 - Present
Soros Fund Management February 2000 - January 2005
Bankers Trust August 1991 - February 2000
Computer Factory July 1989 - August 1991
Skills
Human Resources, Banking, Customer Service, Mergers & Acquisitions, Team Building, Coaching, Risk Management, Employee Engagement, Investments, Financial Analysis
Education
Syracuse University 1985 — 1989
BS, Law and Public Policy
BNY Mellon June 2005 - Present
Soros Fund Management February 2000 - January 2005
Bankers Trust August 1991 - February 2000
Computer Factory July 1989 - August 1991
Skills
Human Resources, Banking, Customer Service, Mergers & Acquisitions, Team Building, Coaching, Risk Management, Employee Engagement, Investments, Financial Analysis
Education
Syracuse University 1985 — 1989
BS, Law and Public Policy
Juergen Berkessel Juergen Berkessel's Bankers Trust Experience May 1987 - May 1999
Job Digital Strategy and Marketing Automation Solutions for Mobile, Web and Cloudbased products.
Industry Media Production
Experience
Polymash Design August 2010 - Present
Polymash Design September 2013 - May 2014
Deutsche Bank January 2009 - July 2010
Deutsche Bank August 2007 - January 2009
Positive Matrix 1998 - July 2007
DB May 1991 - July 2007
Bankers Trust May 1987 - May 1999
berkessel.com December 1986 - December 1991
Henry Ries Studios May 1984 - 1987
Skills
Mobile Strategy, Mobile Applications, IT Strategy, User Experience Design, User Interface Design, Persona, Mobile Marketing, Appcelerator, Android Development, iOS development, Information Architecture, Product Management, User Experience, Business Analysis, Project Management, Product Development, Agile Methodologies, Vendor Management, Requirements Analysis, Business Strategy, Software Project..., Mobile Devices, Agile Project Management, Java, Graphic Design, Apple Developer, iPhone Application..., Wireframes, Mockups, Photoshop, Cinema 4D, 3D Modeling, Animation, SDLC, Interaction Design, Strategy, Web Development, User-centered Design, Cloud Computing, User Interface, E-commerce, Android, iPhone, Usability Testing, HTML 5, Experience Design, Human Computer..., Digital Strategy, CMS, SaaS
Education
The University of Georgia 1979 — 1983
BA, Design
Westminster High School, Atlanta, GA 1977 — 1978
Helmholtz Gymnasium, Essen, Germany 1975 — 1977
Polymash Design August 2010 - Present
Polymash Design September 2013 - May 2014
Deutsche Bank January 2009 - July 2010
Deutsche Bank August 2007 - January 2009
Positive Matrix 1998 - July 2007
DB May 1991 - July 2007
Bankers Trust May 1987 - May 1999
berkessel.com December 1986 - December 1991
Henry Ries Studios May 1984 - 1987
Skills
Mobile Strategy, Mobile Applications, IT Strategy, User Experience Design, User Interface Design, Persona, Mobile Marketing, Appcelerator, Android Development, iOS development, Information Architecture, Product Management, User Experience, Business Analysis, Project Management, Product Development, Agile Methodologies, Vendor Management, Requirements Analysis, Business Strategy, Software Project..., Mobile Devices, Agile Project Management, Java, Graphic Design, Apple Developer, iPhone Application..., Wireframes, Mockups, Photoshop, Cinema 4D, 3D Modeling, Animation, SDLC, Interaction Design, Strategy, Web Development, User-centered Design, Cloud Computing, User Interface, E-commerce, Android, iPhone, Usability Testing, HTML 5, Experience Design, Human Computer..., Digital Strategy, CMS, SaaS
Education
The University of Georgia 1979 — 1983
BA, Design
Westminster High School, Atlanta, GA 1977 — 1978
Helmholtz Gymnasium, Essen, Germany 1975 — 1977
Wendy M. Uvino Wendy M. Uvino's Bankers Trust Experience September 1993 - September 1994
Job Head of Human Resources at Olayan America
Industry Financial Services
Experience
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Olayan America November 2014 - Present
Natixis North America July 2010 - October 2014
Lehman Brothers Holdings Inc. September 2008 - July 2010
Lehman Brothers Inc. September 1994 - October 2008
Bankers Trust September 1993 - September 1994
JWP Inc. September 1991 - August 1993
Columbia Pictures Industries, Inc. September 1982 - August 1991
Skills
HR Strategy, HR Transformation, Deferred Compensation, Project Management, HRIS, Employee Benefits, Human Resources, Restructuring, Mergers, Acquisition Integration, Succession Planning, Organizational Design, Talent Management, Recruiting, Leadership, Management, Executive Pay, Process Improvement, Capital Markets, Due Diligence, Executive Compensation..., Expatriate Management, Vendor Management, Change Management, Mergers, Performance Management, Personnel Management, Strategy, Talent Acquisition
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Westminster School
High School Diploma, High school
Raj Sondhi's Bankers Trust Experience 1993 - 1995
Job Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2013 - Present
ICAP 2004 - 2012
Dresdner Bank ZAO 1998 - 2004
Deutsche Bank 1995 - 1998
Bankers Trust 1993 - 1995
Bankers Trust 1988 - 1993
Westpac 1986 - 1988
Hoskyns 1984 - 1986
Skills
Computer Program, Equities Technology, US Equities, Compliance, Computer Security, Program Evaluation, Program Development, Project Management, Program Management, Staff Supervision, Technical Presentations, Department Budgeting, Business Strategy, Business Analysis, Global Delivery, Global Strategy, Accounts Payable, Accounts Receivable, Front Office, Back Office, Middle Office, Database Design, Financial Risk, Business Process, Integration, IT Strategy, Series 7, Series 63, Series 24, Series 55, Series 4, Bloomberg, Series 65
Education
Manchester University 1980 — 1984
Bachelor of Science (BSc), Mathematics & Computer Science
Prudential Financial July 2013 - Present
ICAP 2004 - 2012
Dresdner Bank ZAO 1998 - 2004
Deutsche Bank 1995 - 1998
Bankers Trust 1993 - 1995
Bankers Trust 1988 - 1993
Westpac 1986 - 1988
Hoskyns 1984 - 1986
Skills
Computer Program, Equities Technology, US Equities, Compliance, Computer Security, Program Evaluation, Program Development, Project Management, Program Management, Staff Supervision, Technical Presentations, Department Budgeting, Business Strategy, Business Analysis, Global Delivery, Global Strategy, Accounts Payable, Accounts Receivable, Front Office, Back Office, Middle Office, Database Design, Financial Risk, Business Process, Integration, IT Strategy, Series 7, Series 63, Series 24, Series 55, Series 4, Bloomberg, Series 65
Education
Manchester University 1980 — 1984
Bachelor of Science (BSc), Mathematics & Computer Science
Jon D. Eddy Jon D. Eddy's Bankers Trust Experience April 1992 - November 1993
Job Private Bank Business Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
Wilmington Trust / M&T Bank December 1993 - June 2012
Bankers Trust April 1992 - November 1993
Skills
•Analytical Expertise, •Macro Programming, •Applications Knowledge, •Project Leadership, •Technical Liaison, •Process Efficiencies, Microsoft Access, •Interface Design, •Technical Support, Microsoft Excel, Microsoft Word, Microsoft Visio, Disaster Recovery, Visual Basic, Business Analysis, Work Well Independently, Highly detail oriented, Business Process, Software Documentation, Financial Reporting, Visio, Accounting, Analytical Skills, Banking, Management, Financial Analysis, SDLC, Risk Management, Access, Process Improvement, Macro, SharePoint, Financial Services, System Administration
Education
Thiel College 1984 — 1988
BA, Accounting, Business Administration
JPMorgan Chase July 2012 - Present
Wilmington Trust / M&T Bank December 1993 - June 2012
Bankers Trust April 1992 - November 1993
Skills
•Analytical Expertise, •Macro Programming, •Applications Knowledge, •Project Leadership, •Technical Liaison, •Process Efficiencies, Microsoft Access, •Interface Design, •Technical Support, Microsoft Excel, Microsoft Word, Microsoft Visio, Disaster Recovery, Visual Basic, Business Analysis, Work Well Independently, Highly detail oriented, Business Process, Software Documentation, Financial Reporting, Visio, Accounting, Analytical Skills, Banking, Management, Financial Analysis, SDLC, Risk Management, Access, Process Improvement, Macro, SharePoint, Financial Services, System Administration
Education
Thiel College 1984 — 1988
BA, Accounting, Business Administration
Monty Agarwal Monty Agarwal's Bankers Trust Experience 1996 - 1998
Job Managing Partner at MACM LLC
Industry Investment Management
Experience
MACM LLC January 2008 - Present
AVM LP (Hedge Fund) 2006 - 2008
Predator Capital (Hedge Fund) 2003 - 2006
BNP Paribas 1999 - 2002
Barclays Capital 1998 - 1999
Bankers Trust 1996 - 1998
Dalcomp 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equities, Options, Trading, Asset Allocation, Commodity, Fixed Income, Asset Managment, Portfolio Management, Financial Markets, Public Speaking, Asset Management, Private Equity, Investments, Capital Markets, Investment Management, Financial Services, FX Options, Finance, Equity Trading, Investment Strategies, Investor Relations, Securities, Bloomberg, Emerging Markets, Bonds, Equity Research, Mutual Funds, Economics, Derivatives, Technical Analysis, Valuation, Investment Advisory, ETFs, Quantitative Analytics, Fundamental Analysis, Investment Banking, Wealth Management, Financial Modeling, Venture Capital, Currency, Foreign Exchange, Equity Valuation, Stocks, Series 7, Trading Systems, Stock Market, Financial Advisory
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Economics
University of Pennsylvania 1986 — 1990
BSE, Computer Science & Engineering
MACM LLC January 2008 - Present
AVM LP (Hedge Fund) 2006 - 2008
Predator Capital (Hedge Fund) 2003 - 2006
BNP Paribas 1999 - 2002
Barclays Capital 1998 - 1999
Bankers Trust 1996 - 1998
Dalcomp 1990 - 1994
Skills
Alternative Investments, Hedge Funds, Equities, Options, Trading, Asset Allocation, Commodity, Fixed Income, Asset Managment, Portfolio Management, Financial Markets, Public Speaking, Asset Management, Private Equity, Investments, Capital Markets, Investment Management, Financial Services, FX Options, Finance, Equity Trading, Investment Strategies, Investor Relations, Securities, Bloomberg, Emerging Markets, Bonds, Equity Research, Mutual Funds, Economics, Derivatives, Technical Analysis, Valuation, Investment Advisory, ETFs, Quantitative Analytics, Fundamental Analysis, Investment Banking, Wealth Management, Financial Modeling, Venture Capital, Currency, Foreign Exchange, Equity Valuation, Stocks, Series 7, Trading Systems, Stock Market, Financial Advisory
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance, Economics
University of Pennsylvania 1986 — 1990
BSE, Computer Science & Engineering
Pete Kelso Pete Kelso's Bankers Trust Experience September 1993 - November 1999
Job CTO of Aflac Global Investments
Industry Financial Services
Experience
Aflac October 2012 - Present
Deutsche Bank April 2011 - October 2012
Deutsche Asset Management June 2005 - April 2011
Merrill Lynch Investment Managers November 1999 - May 2005
Bankers Trust September 1993 - November 1999
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Asset Managment, Asset Management, Finance, Capital Markets, Financial Services, Portfolio Management, FX Options, Investments, Trading, Trading Systems, Risk Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Stastics
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Engineering
Aflac October 2012 - Present
Deutsche Bank April 2011 - October 2012
Deutsche Asset Management June 2005 - April 2011
Merrill Lynch Investment Managers November 1999 - May 2005
Bankers Trust September 1993 - November 1999
Skills
Derivatives, Equities, Fixed Income, Hedge Funds, Asset Managment, Asset Management, Finance, Capital Markets, Financial Services, Portfolio Management, FX Options, Investments, Trading, Trading Systems, Risk Management, Alternative Investments
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Stastics
University of Illinois at Urbana-Champaign 1984 — 1989
BS, Engineering
Bill Devaney Bill Devaney's Bankers Trust Experience 1993 - 1994
Job Senior Global Business Development & Licensing Executive
Industry Consumer Goods
Experience
WITH it Licensing 2013 - Present
Abas Leather Accessories 2013 - Present
Lightwedge January 2012 - March 2013
Insignia Athletics September 2010 - January 2012
Abas Leather Accessories 2001 - January 2012
Valkyrie Company, Inc. 1996 - 2003
Bankers Trust 1993 - 1994
Skills
New Business Development, Business Strategy, Licensing, Marketing Strategy, Brand Development, Retail, Product Development, Negotiation, Strategic Partnerships, Marketing, Strategy, Merchandising, Brand Management, Business Planning, Sales, Social Media Marketing, Leadership, Product Marketing, Management, E-commerce, P&L Management, Consumer Products, Start-ups, Digital Marketing, Product Management, Sales Operations, Sales Management, Marketing Management, Cross-functional Team..., Market Analysis, Pricing, Business Development, Product Launch, Brand Licensing, Competitive Analysis, Global Business..., Account Management
Education
Union College 1989 — 1992
BA
Lincoln Sudbury RHS 1985 — 1988
WITH it Licensing 2013 - Present
Abas Leather Accessories 2013 - Present
Lightwedge January 2012 - March 2013
Insignia Athletics September 2010 - January 2012
Abas Leather Accessories 2001 - January 2012
Valkyrie Company, Inc. 1996 - 2003
Bankers Trust 1993 - 1994
Skills
New Business Development, Business Strategy, Licensing, Marketing Strategy, Brand Development, Retail, Product Development, Negotiation, Strategic Partnerships, Marketing, Strategy, Merchandising, Brand Management, Business Planning, Sales, Social Media Marketing, Leadership, Product Marketing, Management, E-commerce, P&L Management, Consumer Products, Start-ups, Digital Marketing, Product Management, Sales Operations, Sales Management, Marketing Management, Cross-functional Team..., Market Analysis, Pricing, Business Development, Product Launch, Brand Licensing, Competitive Analysis, Global Business..., Account Management
Education
Union College 1989 — 1992
BA
Lincoln Sudbury RHS 1985 — 1988
Bob Schwartz Bob Schwartz's Bankers Trust Experience 1980 - 1995
Job Chief Technology Officer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
Kim Giles's Bankers Trust Experience 1987 - 2000
Job Techical Writer at InsightExpress
Industry Information Technology and Services
Experience
InsightExpress July 2014 - Present
The Navigators Group, Inc. September 2011 - May 2014
TraqFast LLC October 2009 - November 2010
Montgomery Township Sustainable Committee 2008 - 2010
Princeton Fulfillment Solutions August 2000 - December 2008
Deutsche Bank May 1987 - January 2000
Banker's Trust 1987 - 2000
Miningham & Oellerich 1985 - 1987
Skills
Documentation, Business Analysis, Software Documentation, SDLC, Software Development, Requirements Analysis, Quality Assurance, Testing, Integration, Enterprise Software, Training, Databases, Oracle, Leadership, SharePoint, Project Management
Education
Syracuse University - Martin J. Whitman School of Management
BA Summa Cum Laude 3.8, Information systems (major), Marketing (minor)
InsightExpress July 2014 - Present
The Navigators Group, Inc. September 2011 - May 2014
TraqFast LLC October 2009 - November 2010
Montgomery Township Sustainable Committee 2008 - 2010
Princeton Fulfillment Solutions August 2000 - December 2008
Deutsche Bank May 1987 - January 2000
Banker's Trust 1987 - 2000
Miningham & Oellerich 1985 - 1987
Skills
Documentation, Business Analysis, Software Documentation, SDLC, Software Development, Requirements Analysis, Quality Assurance, Testing, Integration, Enterprise Software, Training, Databases, Oracle, Leadership, SharePoint, Project Management
Education
Syracuse University - Martin J. Whitman School of Management
BA Summa Cum Laude 3.8, Information systems (major), Marketing (minor)
Glenn McGarry's Bankers Trust Experience 1988 - 1996
Job Senior Vice President at Kinetix Trading Solutions
Industry Financial Services
Experience
Kinetix Trading Solutions May 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers 1996 - 2008
Bankers Trust 1988 - 1996
Skills
Credit Derivatives, Trading Systems, Derivatives, CDS, Clearing, Regulatory Compliance, Dodd-Frank, SEF, Interest Rate...
Education
Stony Brook University 1982 — 1986
Kinetix Trading Solutions May 2013 - Present
Barclays Capital September 2008 - February 2013
Lehman Brothers 1996 - 2008
Bankers Trust 1988 - 1996
Skills
Credit Derivatives, Trading Systems, Derivatives, CDS, Clearing, Regulatory Compliance, Dodd-Frank, SEF, Interest Rate...
Education
Stony Brook University 1982 — 1986
Derek J. Murphy's Bankers Trust Experience 1989 - 1991
Job Head of Strategic Partner & Program Development @ Gannett
Industry Marketing and Advertising
Experience
Gannett, Inc. May 2015 - Present
USA TODAY February 2013 - May 2015
AOL Huffington Post Media Group 2011 - 2013
The Huffington Post 2009 - 2011
CNN Interactive April 2003 - March 2009
DJM Ventures LLC January 2002 - April 2003
Skillgames LLC - Walker Digital / Walt Disney Venture 2000 - 2002
American Express February 1992 - April 2000
Bankers Trust 1989 - 1991
IBM January 1985 - August 1987
Skills
Digital Media, Marketing Strategy, Licensing, Strategic Partnerships, Cross-functional Team..., Product Development, Revenue Growth..., Start-ups, Business Development, Strategy, Integrated Marketing, E-commerce, Marketing, Entrepreneurship, Online Marketing, Digital Marketing, Online Advertising, Television, Digital Strategy, New Business Development, Strategic Planning, Mobile Applications, Mergers & Acquisitions, Enterprise Software, New Media, Media
Education
Wharton Business School 1987 — 1989
MBA
Tufts University
BS
Gannett, Inc. May 2015 - Present
USA TODAY February 2013 - May 2015
AOL Huffington Post Media Group 2011 - 2013
The Huffington Post 2009 - 2011
CNN Interactive April 2003 - March 2009
DJM Ventures LLC January 2002 - April 2003
Skillgames LLC - Walker Digital / Walt Disney Venture 2000 - 2002
American Express February 1992 - April 2000
Bankers Trust 1989 - 1991
IBM January 1985 - August 1987
Skills
Digital Media, Marketing Strategy, Licensing, Strategic Partnerships, Cross-functional Team..., Product Development, Revenue Growth..., Start-ups, Business Development, Strategy, Integrated Marketing, E-commerce, Marketing, Entrepreneurship, Online Marketing, Digital Marketing, Online Advertising, Television, Digital Strategy, New Business Development, Strategic Planning, Mobile Applications, Mergers & Acquisitions, Enterprise Software, New Media, Media
Education
Wharton Business School 1987 — 1989
MBA
Tufts University
BS
Carl Livermore's Bankers Trust Experience September 1991 - August 1992
Job Managing Director at Scotiabank (Energy & Agricultural Commodities)
Industry Investment Banking
Experience
Scotiabank August 2012 - Present
JPMorgan Chase December 2011 - August 2012
Freepoint Commodities March 2011 - December 2011
Louis Dreyfus Highbridge Energy July 2009 - October 2010
Barclays Capital (formerly Lehman Brothers) September 2005 - July 2009
PA Consulting June 2002 - September 2005
Enron May 1995 - October 2001
Lehman Brothers August 1992 - May 1995
Bankers Trust September 1991 - August 1992
Royal Air Force January 1990 - September 1991
Skills
ETRM, Commodity, Natural Gas, Energy, Risk Management, Integration, Trading, Derivatives, Market Risk, FX Options, Commodity Markets, Valuation, Equities, Financial Risk, Trading Systems
Education
UCL 1994 — 1997
BSc (Hons)
Scotiabank August 2012 - Present
JPMorgan Chase December 2011 - August 2012
Freepoint Commodities March 2011 - December 2011
Louis Dreyfus Highbridge Energy July 2009 - October 2010
Barclays Capital (formerly Lehman Brothers) September 2005 - July 2009
PA Consulting June 2002 - September 2005
Enron May 1995 - October 2001
Lehman Brothers August 1992 - May 1995
Bankers Trust September 1991 - August 1992
Royal Air Force January 1990 - September 1991
Skills
ETRM, Commodity, Natural Gas, Energy, Risk Management, Integration, Trading, Derivatives, Market Risk, FX Options, Commodity Markets, Valuation, Equities, Financial Risk, Trading Systems
Education
UCL 1994 — 1997
BSc (Hons)
Joyce Iandoli's Bankers Trust Experience 1995 - 1998
Job Senior Program Management Consultant
Industry Information Technology and Services
Experience
Tata Consultancy Services June 2011 - September 2014
Tata Consultancy Services June 2011 - September 2014
Enterprise Solution Providers April 2010 - July 2010
Eclipsys May 2009 - April 2010
MarketNet Strategies March 2003 - May 2009
CA April 2005 - March 2009
CA 2005 - 2009
Morgan Stanley June 2003 - January 2004
Deutsche Bank 1998 - 2000
Bankers Trust 1995 - 1998
Skills
SDLC, Project Management, Leadership, Executive Management, Process Improvement, Program Management, PMO, Management, Software Project..., Change Management, Clarity, Agile Methodologies, Business Analysis, New Business Development, IT Strategy, Integration, Information Technology, MS Project, Governance, Enterprise Software, IT Service Management, Start-ups, Agile Project Management, Process Engineering, Business Process, SaaS, Project Portfolio..., Management Consulting, Sarbanes-Oxley Act, Business Process..., Enterprise Architecture, Cloud Computing, PMP, Banking, Business Intelligence, IT Management, Outsourcing, Vendor Management, Professional Services, CRM, ITIL, Pre-sales, Requirements Analysis, Resource Management, ERP, Cross-functional Team...
Education
State University of New York at Stony Brook 1972 — 1975
Bachelor of Arts (B.A.), History
Academy of St. Joseph
Regents Diploma
Tata Consultancy Services June 2011 - September 2014
Tata Consultancy Services June 2011 - September 2014
Enterprise Solution Providers April 2010 - July 2010
Eclipsys May 2009 - April 2010
MarketNet Strategies March 2003 - May 2009
CA April 2005 - March 2009
CA 2005 - 2009
Morgan Stanley June 2003 - January 2004
Deutsche Bank 1998 - 2000
Bankers Trust 1995 - 1998
Skills
SDLC, Project Management, Leadership, Executive Management, Process Improvement, Program Management, PMO, Management, Software Project..., Change Management, Clarity, Agile Methodologies, Business Analysis, New Business Development, IT Strategy, Integration, Information Technology, MS Project, Governance, Enterprise Software, IT Service Management, Start-ups, Agile Project Management, Process Engineering, Business Process, SaaS, Project Portfolio..., Management Consulting, Sarbanes-Oxley Act, Business Process..., Enterprise Architecture, Cloud Computing, PMP, Banking, Business Intelligence, IT Management, Outsourcing, Vendor Management, Professional Services, CRM, ITIL, Pre-sales, Requirements Analysis, Resource Management, ERP, Cross-functional Team...
Education
State University of New York at Stony Brook 1972 — 1975
Bachelor of Arts (B.A.), History
Academy of St. Joseph
Regents Diploma
Daniel Wolff's Bankers Trust Experience June 1995 - July 1999
Job Global Head of Infrastructure
Industry Financial Services
Experience
MarketAxess September 1999 - Present
Deutsche Bank July 1999 - September 1999
Bankers Trust June 1995 - July 1999
Skills
Electronic Trading, Trading Systems, Disaster Recovery, Fixed Income, Exchange Connectivity, IT Strategy, Credit Derivatives, SDLC, Data Warehousing, Infrastructure..., Vendor Management, High Availability, Infrastructure, Security, Data Center, Critical Infrastructure, Derivatives, Databases, Servers, Management, Enterprise Architecture, Strategy, Information Technology
Education
State University of New York at Albany 1991 — 1995
BA, Computer Science
MarketAxess September 1999 - Present
Deutsche Bank July 1999 - September 1999
Bankers Trust June 1995 - July 1999
Skills
Electronic Trading, Trading Systems, Disaster Recovery, Fixed Income, Exchange Connectivity, IT Strategy, Credit Derivatives, SDLC, Data Warehousing, Infrastructure..., Vendor Management, High Availability, Infrastructure, Security, Data Center, Critical Infrastructure, Derivatives, Databases, Servers, Management, Enterprise Architecture, Strategy, Information Technology
Education
State University of New York at Albany 1991 — 1995
BA, Computer Science
Patrice Daniels's Bankers Trust Experience July 1987 - July 1997
Job Managing Director at Blue Sky Advisors, Inc.
Industry Financial Services
Experience
Blue Sky Advisors, Inc. January 2007 - Present
Cenveo, Inc. September 2005 - Present
CB Richard Ellis, Inc. May 2004 - Present
WJ Communications July 2006 - May 2008
GE Commercial Finance June 2006 - June 2007
Onyx Capital Ventures March 2001 - June 2005
World Color, Inc. March 1999 - May 2003
CIBC World Markets March 1997 - October 2001
Bankers Trust July 1987 - July 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of California, Berkeley, Haas School of Business 1978 — 1982
Blue Sky Advisors, Inc. January 2007 - Present
Cenveo, Inc. September 2005 - Present
CB Richard Ellis, Inc. May 2004 - Present
WJ Communications July 2006 - May 2008
GE Commercial Finance June 2006 - June 2007
Onyx Capital Ventures March 2001 - June 2005
World Color, Inc. March 1999 - May 2003
CIBC World Markets March 1997 - October 2001
Bankers Trust July 1987 - July 1997
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of California, Berkeley, Haas School of Business 1978 — 1982
Tim Notestein's Bankers Trust Experience 1994 - 1999
Job Senior Director at SAP
Industry Information Technology and Services
Experience
SAP April 2014 - Present
SAP 2012 - March 2014
SAP 2010 - 2011
SAP 2009 - 2010
SAP 2008 - 2009
JP Morgan Chase 2006 - 2007
Fannie Mae 2005 - 2006
Lehman Brothers 2003 - 2004
Transindigo Inc. 1999 - 2002
Bankers Trust 1994 - 1999
Skills
Large Enterprise..., Engineering Software,..., Enterprise Architecture, SDLC, Software Project..., Business Intelligence, Data Warehousing, Business Analysis, IT Strategy, Vendor Management, Program Management, Enterprise Software, Cloud Computing, PMP, Business Objects, Project Portfolio..., Architecture, Requirements Analysis, Requirements Gathering, Integration, Solution Architecture, ERP, Business Process..., Pre-sales, Business Process, Agile Methodologies
Education
United States Merchant Marine Academy 1982 — 1986
BS, Electrical & Mechanical Engineering
Appomattox County Public 1978 — 1982
High School, General
Prince Edward Academy 1972 — 1975
N/A, General
Robert E. Lee Academy 1969 — 1972
N/A, General
SAP April 2014 - Present
SAP 2012 - March 2014
SAP 2010 - 2011
SAP 2009 - 2010
SAP 2008 - 2009
JP Morgan Chase 2006 - 2007
Fannie Mae 2005 - 2006
Lehman Brothers 2003 - 2004
Transindigo Inc. 1999 - 2002
Bankers Trust 1994 - 1999
Skills
Large Enterprise..., Engineering Software,..., Enterprise Architecture, SDLC, Software Project..., Business Intelligence, Data Warehousing, Business Analysis, IT Strategy, Vendor Management, Program Management, Enterprise Software, Cloud Computing, PMP, Business Objects, Project Portfolio..., Architecture, Requirements Analysis, Requirements Gathering, Integration, Solution Architecture, ERP, Business Process..., Pre-sales, Business Process, Agile Methodologies
Education
United States Merchant Marine Academy 1982 — 1986
BS, Electrical & Mechanical Engineering
Appomattox County Public 1978 — 1982
High School, General
Prince Edward Academy 1972 — 1975
N/A, General
Robert E. Lee Academy 1969 — 1972
N/A, General
Lynnette Antosh's Bankers Trust Experience 1990 - 1999
Job Senior Manager Commercial Term Lending at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
JP Morgan Chase May 2009 - Present
Deutsche Bank 1990 - 1999
Bankers Trust 1990 - 1999
Security Pacific Bank 1987 - 1991
Skills
Capital Markets, Credit, Fixed Income, Loans, Mortgage Lending, Structured Finance, Loan Origination, Banking
Education
Temple University
BS, Finance
JPMorgan Chase June 2014 - Present
JP Morgan Chase May 2009 - Present
Deutsche Bank 1990 - 1999
Bankers Trust 1990 - 1999
Security Pacific Bank 1987 - 1991
Skills
Capital Markets, Credit, Fixed Income, Loans, Mortgage Lending, Structured Finance, Loan Origination, Banking
Education
Temple University
BS, Finance
Stacey Jerrold MBA, SPHR, SHRM-SCP, CBC's Bankers Trust Experience November 1989 - June 1999
Job Executive and Business Coach, HR Practitioner
Industry Human Resources
Experience
What's Keeping You Up At Night? April 2010 - Present
Jerrold HR Solutions, LLC August 2008 - Present
The Five O'Clock Club June 2008 - Present
HRNY 2013 - June 2015
ING Clarion March 2003 - June 2008
Deutsche Bank June 1999 - January 2003
Bankers Trust November 1989 - June 1999
Lord & Taylor January 1987 - August 1989
Skills
Leadership Development, Executive Coaching, Succession Planning, Coaching, Career Counseling, Workforce Planning, Talent Management, Performance Management, Organizational..., Employee Relations, Organizational..., Career Development, HR Strategy, Organizational Design, Career Management, Personal Development, Executive Development, Recruiting, Talent Acquisition, Change Management, Onboarding, Human Resources, Outplacement, Training, Leadership, Strategy, Program Management, Deferred Compensation, Workshop Facilitation, Management, HRIS, Consulting, Executive Management, Employee Engagement, Strategic Planning, Mentoring, Personnel Management
Education
University of Hartford 1985 — 1987
MBA, Marketing
Susquehanna University 1981 — 1985
BS, Marketing
The Pingry School 1975 — 1982
High School
What's Keeping You Up At Night? April 2010 - Present
Jerrold HR Solutions, LLC August 2008 - Present
The Five O'Clock Club June 2008 - Present
HRNY 2013 - June 2015
ING Clarion March 2003 - June 2008
Deutsche Bank June 1999 - January 2003
Bankers Trust November 1989 - June 1999
Lord & Taylor January 1987 - August 1989
Skills
Leadership Development, Executive Coaching, Succession Planning, Coaching, Career Counseling, Workforce Planning, Talent Management, Performance Management, Organizational..., Employee Relations, Organizational..., Career Development, HR Strategy, Organizational Design, Career Management, Personal Development, Executive Development, Recruiting, Talent Acquisition, Change Management, Onboarding, Human Resources, Outplacement, Training, Leadership, Strategy, Program Management, Deferred Compensation, Workshop Facilitation, Management, HRIS, Consulting, Executive Management, Employee Engagement, Strategic Planning, Mentoring, Personnel Management
Education
University of Hartford 1985 — 1987
MBA, Marketing
Susquehanna University 1981 — 1985
BS, Marketing
The Pingry School 1975 — 1982
High School
Andrew Del Preore's Bankers Trust Experience 1976 - 1988
Job Owner, Del Preore Technology Consulting
Industry Insurance
Experience
Del Preore Technology Consulting February 1997 - Present
Vona Information Systems 1997 - 2004
Citigroup 1993 - 1996
Bankers Trust 1976 - 1988
Skills
Business Analysis, Change Management, Vendor Management, Project Management, Program Management, Microsoft Office, Risk Management, Strategic Planning, Requirements Analysis
Education
University of Michigan 1964 — 1965
Master's Degree, Mathematics
Stevens Institute of Technology 1960 — 1964
Bachelor's Degree, Mathematics
Del Preore Technology Consulting February 1997 - Present
Vona Information Systems 1997 - 2004
Citigroup 1993 - 1996
Bankers Trust 1976 - 1988
Skills
Business Analysis, Change Management, Vendor Management, Project Management, Program Management, Microsoft Office, Risk Management, Strategic Planning, Requirements Analysis
Education
University of Michigan 1964 — 1965
Master's Degree, Mathematics
Stevens Institute of Technology 1960 — 1964
Bachelor's Degree, Mathematics
Nestor Montoya's Bankers Trust Experience 1988 - 1990
Job Wealth Management Advisor at TIAACREF and Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
TIAA-CREF March 1998 - Present
Bankers Trust Company 1992 - 1997
Bankers Trust Company 1990 - 1992
Bankers Trust 1988 - 1990
Education
The University of New Mexico - Robert O. Anderson School of Management 1984 — 1988
BBA, Managerial Finance
Herb Hennig's Bankers Trust Experience 1980 - 1992
Job Computer Software Professional
Industry Computer Software
Experience
First Union 1992 - 1997
Bankers Trust 1980 - 1992
Education
Stevens Institute of Technology 1970 — 1975
First Union 1992 - 1997
Bankers Trust 1980 - 1992
Education
Stevens Institute of Technology 1970 — 1975
Andy Slusar's Bankers Trust Experience 1993 - 1999
Job Assistant Director Planning and Program Managment at Cornell University
Industry Higher Education
Experience
Cornell University 2011 - Present
Cornell University April 2007 - 2011
Kuali Foundation 2007 - 2009
Deutsche Bank 1999 - March 2007
Bankers Trust 1993 - 1999
Skills
Project Management, Higher Education, Program Management, Business Analysis, Project Planning, Leadership, Software Development, Budgets, Strategic Planning
Education
Stony Brook University 1977 — 1982
MS, BA, Management Science (MS), Social Sciences (BA)
Cornell University 2011 - Present
Cornell University April 2007 - 2011
Kuali Foundation 2007 - 2009
Deutsche Bank 1999 - March 2007
Bankers Trust 1993 - 1999
Skills
Project Management, Higher Education, Program Management, Business Analysis, Project Planning, Leadership, Software Development, Budgets, Strategic Planning
Education
Stony Brook University 1977 — 1982
MS, BA, Management Science (MS), Social Sciences (BA)
Greg Ehlers's Bankers Trust Experience 1988 - 1996
Job Head of Business Development at Round Table Investment Management Company
Industry Financial Services
Experience
Round Table Investment Management Company March 2014 - Present
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC September 2007 - May 2013
UBS Investment Bank January 2000 - January 2007
Gelber Group LLC 1998 - 2000
Merrill Lynch 1996 - 1998
Bankers Trust 1988 - 1996
Skills
Hedge Funds, Economics, Fixed Income, Equities, Equity Derivatives, Foreign Exchange, Commodity Markets, Investment Strategies, Trading, Portfolio Management, Central Banks, Mutual Funds, Family Office, Pension Funds, Investment Advisory, Interest Rate..., FX Derivatives, Model Portfolios
Education
The University of Montana - School of Business Administration 1982 — 1987
BS in Finance and Economics
Round Table Investment Management Company March 2014 - Present
Rareview Macro LLC May 2013 - Present
Navigate Advisors LLC September 2007 - May 2013
UBS Investment Bank January 2000 - January 2007
Gelber Group LLC 1998 - 2000
Merrill Lynch 1996 - 1998
Bankers Trust 1988 - 1996
Skills
Hedge Funds, Economics, Fixed Income, Equities, Equity Derivatives, Foreign Exchange, Commodity Markets, Investment Strategies, Trading, Portfolio Management, Central Banks, Mutual Funds, Family Office, Pension Funds, Investment Advisory, Interest Rate..., FX Derivatives, Model Portfolios
Education
The University of Montana - School of Business Administration 1982 — 1987
BS in Finance and Economics
Michelle S Russell, PMP's Bankers Trust Experience November 1994 - February 1998
Job VP, Senior Project Manager at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
HSBC Private Bank February 2002 - Present
Guardian Life Insurance February 2000 - August 2001
Ziff Davis Enterprise November 1999 - January 2000
Deutsche Bank January 1999 - November 1999
American Express March 1998 - January 1999
Bankers Trust November 1994 - February 1998
Skills
PMO, User Acceptance Testing, Project Management, Quality Assurance, Private Banking, Testing, Process Improvement, Program Management, Change Management, Business Requirements, Project Coordination, Project Delivery, Business Process, CRM, Management, Project Planning, Risk Management, Business Analysis, Financial Services, Portfolio Management, Leadership, Banking, SDLC
Education
University of Florida
BSBA, Finance
The George Washington University
Master's Certificate, Project Management
William Fuhs's Bankers Trust Experience 1983 - 1988
Job Managing Partner at PCS Network
Industry Real Estate
Experience
PCS Network January 2012 - Present
New York Private Bank & Trust 2004 - 2010
Bank of America / Fleet 2002 - 2004
JP Morgan Chase 1994 - 2002
Bankers Trust 1983 - 1988
IBM 1968 - 1983
Skills
Management, Nonprofits, Fixed Income, Networking, Investment Properties, Asset Management, Investments, Wealth, Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Mergers & Acquisitions, Valuation, Equities
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
PCS Network January 2012 - Present
New York Private Bank & Trust 2004 - 2010
Bank of America / Fleet 2002 - 2004
JP Morgan Chase 1994 - 2002
Bankers Trust 1983 - 1988
IBM 1968 - 1983
Skills
Management, Nonprofits, Fixed Income, Networking, Investment Properties, Asset Management, Investments, Wealth, Private Equity, Alternative Investments, Portfolio Management, Due Diligence, Mergers & Acquisitions, Valuation, Equities
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Hugh McFadden's Bankers Trust Experience 1976 - 1999
Job Consultant at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC February 2014 - Present
Modern Bank, N.A. April 2011 - October 2013
Promontory Financial Group 2007 - 2009
Citigroup 2000 - 2007
Bankers Trust 1976 - 1999
Bankers Trust Company (now Deutsche Bank) 1976 - 1999
US Treasury 1970 - 1976
Skills
Private Banking, Capital Markets, Management, Operational Risk, Business Strategy, Fixed Income, Risk Management, Banking, Financial Services, AML, Investment Banking, Portfolio Management, Financial Risk
Education
The George Washington University 1970 — 1976
M.A., Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1963 — 1965
M.A., International Relations&Economics
Yale University 1958 — 1963
Bachelor of Arts (BA), Psychology
Ridgewood high school 1955 — 1958
h.s., college prep
Promontory Financial Group, LLC February 2014 - Present
Modern Bank, N.A. April 2011 - October 2013
Promontory Financial Group 2007 - 2009
Citigroup 2000 - 2007
Bankers Trust 1976 - 1999
Bankers Trust Company (now Deutsche Bank) 1976 - 1999
US Treasury 1970 - 1976
Skills
Private Banking, Capital Markets, Management, Operational Risk, Business Strategy, Fixed Income, Risk Management, Banking, Financial Services, AML, Investment Banking, Portfolio Management, Financial Risk
Education
The George Washington University 1970 — 1976
M.A., Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1963 — 1965
M.A., International Relations&Economics
Yale University 1958 — 1963
Bachelor of Arts (BA), Psychology
Ridgewood high school 1955 — 1958
h.s., college prep
Richard Beesen's Bankers Trust Experience 1984 - 1999
Job Banking Consultant and Contractor
Industry Banking
Experience
East European Finance Company 2007 - Present
East European Finance Corp. 2005 - Present
Bank Consultant, Russia 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company New York, London 1984 - 2004
Bankers Trust 1984 - 1999
Education
UCLA Anderson School of Management 1989 — 1991
University of California, Los Angeles 1961 — 1981
BA, MA, History, French, Sociology
Yale University 1967 — 1969
M.A., French Language and Literature
East European Finance Company 2007 - Present
East European Finance Corp. 2005 - Present
Bank Consultant, Russia 2004 - Present
Deutsche Bank 1999 - 2004
Bankers Trust Company New York, London 1984 - 2004
Bankers Trust 1984 - 1999
Education
UCLA Anderson School of Management 1989 — 1991
University of California, Los Angeles 1961 — 1981
BA, MA, History, French, Sociology
Yale University 1967 — 1969
M.A., French Language and Literature
Holly Holland's Bankers Trust Experience August 1992 - June 1997
Job Experienced Finance Professional
Industry Financial Services
Experience
Treasury Bank/ Countrywide January 2004 - November 2006
PwC June 1997 - January 2004
Bankers Trust August 1992 - June 1997
Skills
Securitization, Structured Finance, Due Diligence, ABS, Capital Markets, Management, Banking, Commercial Banking, Financial Services, Portfolio Management, Business Development, Product Development, Marketing Management, Risk Management, Negotiation, Fixed Income, Derivatives, Finance, Leadership, Asset Management, Securities, Financial Analysis, Investments, Loans, Alternative Investments, Financial Markets, Structured Products, Loan Origination, Bonds, MBS, Residential Mortgages, Investment Banking, Credit, Financial Institutions, Credit Risk, Equities, Credit Analysis, Funding, Private Equity, Treasury Management, Valuation, Hedge Funds, Financial Risk, Financial Modeling, Corporate Finance, Cash Management, Mortgage Lending, Emerging Markets, Mergers, Financial Structuring
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1989
Bachelor of Business Administration (BBA) - double major, Finance and Real Estate
Treasury Bank/ Countrywide January 2004 - November 2006
PwC June 1997 - January 2004
Bankers Trust August 1992 - June 1997
Skills
Securitization, Structured Finance, Due Diligence, ABS, Capital Markets, Management, Banking, Commercial Banking, Financial Services, Portfolio Management, Business Development, Product Development, Marketing Management, Risk Management, Negotiation, Fixed Income, Derivatives, Finance, Leadership, Asset Management, Securities, Financial Analysis, Investments, Loans, Alternative Investments, Financial Markets, Structured Products, Loan Origination, Bonds, MBS, Residential Mortgages, Investment Banking, Credit, Financial Institutions, Credit Risk, Equities, Credit Analysis, Funding, Private Equity, Treasury Management, Valuation, Hedge Funds, Financial Risk, Financial Modeling, Corporate Finance, Cash Management, Mortgage Lending, Emerging Markets, Mergers, Financial Structuring
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1989
Bachelor of Business Administration (BBA) - double major, Finance and Real Estate
Felecia Berry's Bankers Trust Experience May 1993 - October 1999
Job Manager, Customer Solutions Center at Tractor Supply Company
Industry Retail
Experience
Tractor Supply Company August 2013 - Present
Dell July 2006 - August 2013
Dell July 2006 - August 2013
American Red Cross 2005 - 2006
Urban League of Middle TN 2005 - 2006
Sprint 1999 - 2004
Bankers Trust May 1993 - October 1999
Kroger 1986 - 1993
Skills
Customer Service, Call Center, Team Building, Strategic Planning, Coaching, Sales, Team Leadership, Leadership, Management, Process Improvement, Account Management, Recruiting, Customer Satisfaction, Project Management, Employee Relations, Call Centers, Training, Troubleshooting, Customer Experience, Cross-functional Team..., Operations Management, Program Management, Leadership Development, Performance Management, Salesforce.com, Vendor Management, Technical Support
Education
Tennessee State University 1981 — 1985
Tractor Supply Company August 2013 - Present
Dell July 2006 - August 2013
Dell July 2006 - August 2013
American Red Cross 2005 - 2006
Urban League of Middle TN 2005 - 2006
Sprint 1999 - 2004
Bankers Trust May 1993 - October 1999
Kroger 1986 - 1993
Skills
Customer Service, Call Center, Team Building, Strategic Planning, Coaching, Sales, Team Leadership, Leadership, Management, Process Improvement, Account Management, Recruiting, Customer Satisfaction, Project Management, Employee Relations, Call Centers, Training, Troubleshooting, Customer Experience, Cross-functional Team..., Operations Management, Program Management, Leadership Development, Performance Management, Salesforce.com, Vendor Management, Technical Support
Education
Tennessee State University 1981 — 1985
John Vinnicombe's Bankers Trust Experience 1985 - 1992
Job International Director at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle September 1995 - Present
Bankers Trust 1985 - 1992
Bankers Trust Company / BT Securities Corp. 1985 - 1992
Education
University of California, Los Angeles - The Anderson School of Management 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley
Bachelor of Science (B.S.), Accounting and Finance
Jones Lang LaSalle September 1995 - Present
Bankers Trust 1985 - 1992
Bankers Trust Company / BT Securities Corp. 1985 - 1992
Education
University of California, Los Angeles - The Anderson School of Management 1983 — 1985
Master of Business Administration (MBA), Finance and Marketing
University of California, Berkeley
Bachelor of Science (B.S.), Accounting and Finance
David Madigan's Bankers Trust Experience February 1994 - January 1996
Job Breckinridge Capital Advisors CIO
Industry Financial Services
Experience
Breckinridge Capital Advisors November 2003 - Present
Town of Duxbury March 2012 - Present
Municipal Securities Rulemaking Board October 2010 - September 2013
Duxbury Financial Advisory Committee July 2007 - June 2011
Duxbury Finance Committee July 2003 - June 2007
Thomson Financial March 1996 - January 2003
Thomson Reuters 1996 - 2003
Bankers Trust February 1994 - January 1996
Merrill Lynch January 1990 - January 1993
Prudential Insurance January 1986 - January 1990
Skills
Mutual Funds, Municipalities, Fixed Income, Investments, Investment Management, Bonds, Portfolio Management, Bloomberg, Trading, Equities, Asset Allocation, Capital Markets, Securities, Investment Strategies, Financial Modeling, Series 7
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Notre Dame 1977 — 1981
BBS, Accounting
Breckinridge Capital Advisors November 2003 - Present
Town of Duxbury March 2012 - Present
Municipal Securities Rulemaking Board October 2010 - September 2013
Duxbury Financial Advisory Committee July 2007 - June 2011
Duxbury Finance Committee July 2003 - June 2007
Thomson Financial March 1996 - January 2003
Thomson Reuters 1996 - 2003
Bankers Trust February 1994 - January 1996
Merrill Lynch January 1990 - January 1993
Prudential Insurance January 1986 - January 1990
Skills
Mutual Funds, Municipalities, Fixed Income, Investments, Investment Management, Bonds, Portfolio Management, Bloomberg, Trading, Equities, Asset Allocation, Capital Markets, Securities, Investment Strategies, Financial Modeling, Series 7
Education
The University of Chicago Booth School of Business 1983 — 1985
University of Notre Dame 1977 — 1981
BBS, Accounting
Anne Milne's Bankers Trust Experience 1989 - 1992
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Bank of America Merill Lynch June 2010 - Present
Deutsche Bank Securities 2002 - May 2010
JPMorgan Chase 2000 - 2002
ING 1996 - 2000
Trust Company of the West 1994 - 1996
Bankers Trust 1989 - 1992
Skills
Emerging Markets, Latin America, Fixed Income, Management, Portfolio Management, Investment Banking, Corporate Finance, Investments, Valuation, Equities, Capital Markets, Structured Products, Financial Modeling, Hedge Funds, Strategy, Financial Analysis, High Yield, Equity Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1985
MA, International Economics
The Johns Hopkins University
Ralph Edwards's Bankers Trust Experience 1997 - 1999
Job Derivatives Strategist | Option Business Development Expert
Industry Investment Management
Experience
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
ITG July 2011 - December 2012
Sanford Bernstein August 2007 - May 2011
Prudential Equity Group 2004 - 2007
First New York Securities 2003 - 2004
CIBC World Markets 1999 - 2003
Bankers' Trust 1997 - 1999
Lehman Brothers 1996 - 1997
CS First Boston / CSFP Capital Inc. 1993 - 1995
Merrill Lynch & Co. 1981 - 1993
Education
The University of Chicago - Booth School of Business 1979 — 1981
Master of Business Administration (MBA), Finance and Statistics
University of Pennsylvania 1975 — 1979
BA, Mathematics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Karen Arrese's Bankers Trust Experience June 1992 - June 1995
Job Education & Marketing Director at Sokanu
Industry Information Technology and Services
Experience
Sokanu November 2012 - Present
Teo Siguenza Architect March 2008 - August 2011
Bank Julius Baer June 1998 - March 2001
JP Morgan Chase June 1997 - June 1998
Standish, Ayer and Wood June 1995 - June 1997
Bankers Trust June 1992 - June 1995
Skills
Portfolio Management, Bonds, Securities, Mutual Funds, Treasury, Strategy, Currency, Asset Managment, Due Diligence, Mergers, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Chartered Financial...
Education
Union College 1988 — 1992
Economics, Economics
London School of Economics 1990 — 1991
Economics, Economics
Sokanu November 2012 - Present
Teo Siguenza Architect March 2008 - August 2011
Bank Julius Baer June 1998 - March 2001
JP Morgan Chase June 1997 - June 1998
Standish, Ayer and Wood June 1995 - June 1997
Bankers Trust June 1992 - June 1995
Skills
Portfolio Management, Bonds, Securities, Mutual Funds, Treasury, Strategy, Currency, Asset Managment, Due Diligence, Mergers, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Chartered Financial...
Education
Union College 1988 — 1992
Economics, Economics
London School of Economics 1990 — 1991
Economics, Economics
Niels Christensen's Bankers Trust Experience February 1990 - May 1990
Job Vice President Investor Relations at Unisys
Industry Information Technology and Services
Experience
Unisys September 2009 - Present
Unisys April 2008 - Present
Unisys September 2004 - April 2008
Unisys September 2002 - August 2004
Unisys September 2001 - August 2002
PwC August 1996 - September 2001
Credit Lyonnais August 1993 - August 1994
Manufacturers Hanover Trust June 1990 - August 1993
Bankers Trust February 1990 - May 1990
Chevy Chase Bank May 1989 - December 1989
Skills
Investor Relations, Financial Analysis, Financial Reporting, Financial Management, Analysis, Managerial Finance, Sarbanes-Oxley Act, Financial Modeling, Auditing, Finance, Internal Controls, Forecasting, Mergers & Acquisitions, Due Diligence, Revenue Recognition, Corporate Finance, Acquisition Integration, SEC filings, US GAAP, Business Process..., Executive Management, Internal Audit, Consolidation, Strategic Financial...
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (M.B.A.)
William & Mary 1985 — 1989
BA, Economics & Government
Unisys September 2009 - Present
Unisys April 2008 - Present
Unisys September 2004 - April 2008
Unisys September 2002 - August 2004
Unisys September 2001 - August 2002
PwC August 1996 - September 2001
Credit Lyonnais August 1993 - August 1994
Manufacturers Hanover Trust June 1990 - August 1993
Bankers Trust February 1990 - May 1990
Chevy Chase Bank May 1989 - December 1989
Skills
Investor Relations, Financial Analysis, Financial Reporting, Financial Management, Analysis, Managerial Finance, Sarbanes-Oxley Act, Financial Modeling, Auditing, Finance, Internal Controls, Forecasting, Mergers & Acquisitions, Due Diligence, Revenue Recognition, Corporate Finance, Acquisition Integration, SEC filings, US GAAP, Business Process..., Executive Management, Internal Audit, Consolidation, Strategic Financial...
Education
The University of Texas at Austin 1994 — 1996
Master of Business Administration (M.B.A.)
William & Mary 1985 — 1989
BA, Economics & Government
Carmine Vona's Bankers Trust Experience 1969 - 1997
Job Chairman at Metrosoft
Industry Computer Software
Experience
Metrosoft January 2001 - Present
Vona Information Systems June 1996 - December 2006
Bankers Trust 1969 - 1997
Education
Università degli Studi di Napoli 'Federico II' 1956 — 1962
Physics, Nuclear physics
Metrosoft January 2001 - Present
Vona Information Systems June 1996 - December 2006
Bankers Trust 1969 - 1997
Education
Università degli Studi di Napoli 'Federico II' 1956 — 1962
Physics, Nuclear physics
Susan Johansen Shiels's Bankers Trust Experience 1989 - 1998
Job Human Resources/Recruiting Professional
Industry Human Resources
Experience
Ernst & Young 2005 - 2010
ABN AMRO 2001 - 2004
Sterling Resources Intl. 1998 - 2000
Bankers Trust 1989 - 1998
Education
Susquehanna University 1985 — 1989
BA, Business
Ernst & Young 2005 - 2010
ABN AMRO 2001 - 2004
Sterling Resources Intl. 1998 - 2000
Bankers Trust 1989 - 1998
Education
Susquehanna University 1985 — 1989
BA, Business
Kami Elmore's Bankers Trust Experience July 1995 - October 1997
Job Manager International Finance at Henry Schein
Industry Hospital & Health Care
Experience
Henry Schein June 2009 - Present
American Express March 2008 - January 2009
American Express February 2005 - February 2008
American Express February 2004 - February 2005
Foot Locker September 2001 - August 2003
Foot Locker October 1997 - September 2001
Bankers Trust July 1995 - October 1997
Morgan Stanley February 1990 - June 1995
Education
Stony Brook University 1987 — 1989
BS, Finance, Business Management
Henry Schein June 2009 - Present
American Express March 2008 - January 2009
American Express February 2005 - February 2008
American Express February 2004 - February 2005
Foot Locker September 2001 - August 2003
Foot Locker October 1997 - September 2001
Bankers Trust July 1995 - October 1997
Morgan Stanley February 1990 - June 1995
Education
Stony Brook University 1987 — 1989
BS, Finance, Business Management
Carmine D'Avino, CFP's Bankers Trust Experience 1997 - 2000
Job Principal, CCO, and Investment Advisor at PWM Advisory Group, LLC Private Wealth Management
Industry Financial Services
Experience
PWM Advisory Group, LLC - Private Wealth Management August 2011 - Present
Pinnacle Associates March 2000 - Present
Bankers Trust 1997 - 2000
Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Asset Managment, Bloomberg
Education
Susquehanna University 1990 — 1994
Bachelor of Science (B.S.), Finance
Madison High School 1986 — 1990
PWM Advisory Group, LLC - Private Wealth Management August 2011 - Present
Pinnacle Associates March 2000 - Present
Bankers Trust 1997 - 2000
Skills
Wealth Management, Investment Advisory, Portfolio Management, Fixed Income, Equities, Hedge Funds, Investment Strategies, Retirement Planning, Strategic Financial..., Asset Allocation, Asset Managment, Bloomberg
Education
Susquehanna University 1990 — 1994
Bachelor of Science (B.S.), Finance
Madison High School 1986 — 1990
David Michaels's Bankers Trust Experience March 1990 - August 1992
Job Managing Director & Head of Technology at Capstone Partners LLC
Industry Investment Banking
Experience
Capstone Partners LLC July 2012 - Present
SagePoint Advisors LLC June 2008 - July 2012
Montgomery July 1994 - April 2008
Bankers Trust March 1990 - August 1992
General Dynamics June 1988 - March 1990
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Investment Banking, Valuation, Capital Raising, Private Placements, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Investments, Equities, M&A experience, Business Strategy, Capital Markets, Restructuring, Hedge Funds, Financial Analysis, Strategic Partnerships, Strategy, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Business Development, Business Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Michigan 1984 — 1988
BSME, Mechanical Engineering
Capstone Partners LLC July 2012 - Present
SagePoint Advisors LLC June 2008 - July 2012
Montgomery July 1994 - April 2008
Bankers Trust March 1990 - August 1992
General Dynamics June 1988 - March 1990
Skills
Venture Capital, Corporate Development, Private Equity, Mergers, Investment Banking, Valuation, Capital Raising, Private Placements, Due Diligence, Corporate Finance, Financial Modeling, Start-ups, Investments, Equities, M&A experience, Business Strategy, Capital Markets, Restructuring, Hedge Funds, Financial Analysis, Strategic Partnerships, Strategy, Entrepreneurship, Mergers & Acquisitions, Management Consulting, Business Development, Business Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Michigan 1984 — 1988
BSME, Mechanical Engineering
Wylfred Kwok's Bankers Trust Experience 1989 - 1994
Job IT Consultant at Morneau Sobeco
Industry Information Technology and Services
Experience
Morneau Sobeco July 2005 - Present
Attachmate August 1999 - June 2005
Minacs April 1998 - August 1999
Bankers Trust 1989 - 1994
Skills
MCSD, .NET, Visual Basic, T-SQL, Microsoft SQL Server, IIS, ASP, Software Development, XML
Education
The Hong Kong Polytechnic University 1987 — 1990
B. Sc., Mathematics
Morneau Sobeco July 2005 - Present
Attachmate August 1999 - June 2005
Minacs April 1998 - August 1999
Bankers Trust 1989 - 1994
Skills
MCSD, .NET, Visual Basic, T-SQL, Microsoft SQL Server, IIS, ASP, Software Development, XML
Education
The Hong Kong Polytechnic University 1987 — 1990
B. Sc., Mathematics
Andrew Fitts's Bankers Trust Experience August 1997 - July 1999
Job Mathematics Teacher at NYC iSchool
Industry Primary/Secondary Education
Experience
NYC iSchool August 2015 - Present
A. Philip Randolph Campus High School August 2014 - Present
Credit Suisse September 2000 - April 2013
Donaldson, Lufkin & Jenrette July 1999 - September 2000
Bankers Trust August 1997 - July 1999
Skills
Fixed Income, Derivatives, Structured Products, Interest Rate..., Credit Derivatives, Capital Markets, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Equities, Swaps, Alternative Investments, Market Risk, Bonds, Structured Finance, Financial Markets, Bloomberg, Options, Financial Structuring, Emerging Markets, Trading, Trading Systems, Middle Office
Education
Columbia University Teachers College 2012 — 2014
Master's Degree, Mathematics Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Kingswood-Oxford 1982 — 1987
High School
NYC iSchool August 2015 - Present
A. Philip Randolph Campus High School August 2014 - Present
Credit Suisse September 2000 - April 2013
Donaldson, Lufkin & Jenrette July 1999 - September 2000
Bankers Trust August 1997 - July 1999
Skills
Fixed Income, Derivatives, Structured Products, Interest Rate..., Credit Derivatives, Capital Markets, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Equities, Swaps, Alternative Investments, Market Risk, Bonds, Structured Finance, Financial Markets, Bloomberg, Options, Financial Structuring, Emerging Markets, Trading, Trading Systems, Middle Office
Education
Columbia University Teachers College 2012 — 2014
Master's Degree, Mathematics Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
University of Richmond 1987 — 1991
BA, Economics
Kingswood-Oxford 1982 — 1987
High School
Andrew Boyd-Jones's Bankers Trust Experience 1979 - 1981
Job Managing Director at 41 North Partners, LLC
Industry Investment Banking
Experience
41 North Partners, LLC 2014 - Present
Holding Capital Group 2003 - Present
Trenwith Capital, LLC October 1981 - June 2000
Bankers Trust 1979 - 1981
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuations, Real Estate Development, Private Equity, Strategic Planning, Management, Customer Service, Business Strategy
Education
The London School of Economics and Political Science (LSE) 1975 — 1976
Master of Science (MSc), Economics & History
University of Virginia 1971 — 1975
Bachelor of Science (BSc) with Distinction, Economics
Episcopal High School of Jacksonville 1970 — 1971
High School Diploma
41 North Partners, LLC 2014 - Present
Holding Capital Group 2003 - Present
Trenwith Capital, LLC October 1981 - June 2000
Bankers Trust 1979 - 1981
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuations, Real Estate Development, Private Equity, Strategic Planning, Management, Customer Service, Business Strategy
Education
The London School of Economics and Political Science (LSE) 1975 — 1976
Master of Science (MSc), Economics & History
University of Virginia 1971 — 1975
Bachelor of Science (BSc) with Distinction, Economics
Episcopal High School of Jacksonville 1970 — 1971
High School Diploma
Tracey Robbins's Bankers Trust Experience 1989 - 1996
Job Executive Director at JPMorgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
JPMorgan October 1996 - Present
Bankers Trust 1989 - 1996
Arthur Andersen & Co 1983 - 1989
Skills
Project Management, Middle Office, Capital Markets, Syndications, Fixed Income, Leveraged Finance, Investment Banking, Structured Finance, Financial Services, Finance, Bonds, Management, Credit Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Modeling, Risk Management, Derivatives, Structured Products
Education
The Ohio State University
BSBA
J.P. Morgan April 2015 - Present
JPMorgan October 1996 - Present
Bankers Trust 1989 - 1996
Arthur Andersen & Co 1983 - 1989
Skills
Project Management, Middle Office, Capital Markets, Syndications, Fixed Income, Leveraged Finance, Investment Banking, Structured Finance, Financial Services, Finance, Bonds, Management, Credit Derivatives, Equities, Portfolio Management, Hedge Funds, Financial Modeling, Risk Management, Derivatives, Structured Products
Education
The Ohio State University
BSBA
Celia Purcell's Bankers Trust Experience 1992 - 1996
Job Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2004 - Present
Wells Fargo Internal Audit 2008 - 2012
Wells Fargo 2004 - 2010
Wachovia 2004 - 2010
Bankers Trust 1992 - 1996
Skills
Risk Management, Process Improvement, Auditing, Internal Audit, Leadership, Banking, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Analysis, Risk Assessment, Strategic Financial..., Business Process..., Financial Reporting, Accounting, Business Analysis
Education
Trevecca Nazarene University 1995 — 1997
Master's degree, Organizational Management
Peabody College 1969 — 1973
Bachelor of Arts (B.A.), Fine Arts
Wells Fargo September 2004 - Present
Wells Fargo Internal Audit 2008 - 2012
Wells Fargo 2004 - 2010
Wachovia 2004 - 2010
Bankers Trust 1992 - 1996
Skills
Risk Management, Process Improvement, Auditing, Internal Audit, Leadership, Banking, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Analysis, Risk Assessment, Strategic Financial..., Business Process..., Financial Reporting, Accounting, Business Analysis
Education
Trevecca Nazarene University 1995 — 1997
Master's degree, Organizational Management
Peabody College 1969 — 1973
Bachelor of Arts (B.A.), Fine Arts
Amy Hsiao CPA, CAMS's Bankers Trust Experience March 1996 - July 1997
Job Senior Manager, Compliance Audit at American Express
Industry Banking
Experience
American Express July 2008 - March 2011
Bank of America January 2005 - December 2005
UBS May 1999 - December 2004
Deloitte & Touche LLP October 1997 - September 1998
Bankers Trust March 1996 - July 1997
Daiwa Securities February 1994 - March 1996
Skills
Auditing, Financial Analysis, Internal Controls, Series 7, Sarbanes-Oxley Act, Financial Modeling, Financial Risk, Enterprise Risk..., Banking, Internal Audit, Operational Risk, Financial Services, Corporate Finance, AML, Operational Risk...
Education
University of Pennsylvania - The Wharton School
Executive Program
Temple University
Master Degree, Accounting
University of Missouri-Columbia
Bachelor of Business Administration, Finance & Banking
American Express July 2008 - March 2011
Bank of America January 2005 - December 2005
UBS May 1999 - December 2004
Deloitte & Touche LLP October 1997 - September 1998
Bankers Trust March 1996 - July 1997
Daiwa Securities February 1994 - March 1996
Skills
Auditing, Financial Analysis, Internal Controls, Series 7, Sarbanes-Oxley Act, Financial Modeling, Financial Risk, Enterprise Risk..., Banking, Internal Audit, Operational Risk, Financial Services, Corporate Finance, AML, Operational Risk...
Education
University of Pennsylvania - The Wharton School
Executive Program
Temple University
Master Degree, Accounting
University of Missouri-Columbia
Bachelor of Business Administration, Finance & Banking
Phyllis Gowen (Phyllis Hirsch)'s Bankers Trust Experience 1992 - 1996
Job Presentation Designer / Graphic Artist / Powerpoint Expert
Industry Graphic Design
Experience
Digital Magic Designs January 1996 - Present
Deustche Bank 1996 - 1998
Bankers Trust 1992 - 1996
James D Wolfensohn June 1990 - 1992
Wasserstein Perella January 1988 - July 1990
SFM Media Corporation March 1983 - April 1985
Leber Katz Partner January 1980 - June 1981
Skills
Graphic Design, InDesign, Web Design, Advertising, Adobe Creative Suite, Logo Design, Graphics, Creative Direction, Photoshop, Brochures, Corporate Identity, Social Networking, Photography, Brand Development, Mac, Video Editing, Multimedia, Marketing, Art Direction, Blogging, Branding & Identity, Copywriting, Corporate Branding, Creative Strategy, Digital Media, Direct Mail, Dreamweaver, Email Marketing, Facebook, Flash, Illustration, Illustrator, Layout, Marketing Communications, Newsletters
Education
University of South Florida 1978 — 1979
Mass Communication
Syracuse University 1976 — 1978
PS 24 1964 — 1969
Digital Magic Designs January 1996 - Present
Deustche Bank 1996 - 1998
Bankers Trust 1992 - 1996
James D Wolfensohn June 1990 - 1992
Wasserstein Perella January 1988 - July 1990
SFM Media Corporation March 1983 - April 1985
Leber Katz Partner January 1980 - June 1981
Skills
Graphic Design, InDesign, Web Design, Advertising, Adobe Creative Suite, Logo Design, Graphics, Creative Direction, Photoshop, Brochures, Corporate Identity, Social Networking, Photography, Brand Development, Mac, Video Editing, Multimedia, Marketing, Art Direction, Blogging, Branding & Identity, Copywriting, Corporate Branding, Creative Strategy, Digital Media, Direct Mail, Dreamweaver, Email Marketing, Facebook, Flash, Illustration, Illustrator, Layout, Marketing Communications, Newsletters
Education
University of South Florida 1978 — 1979
Mass Communication
Syracuse University 1976 — 1978
PS 24 1964 — 1969
Kenneth J Pennington III, CFA's Bankers Trust Experience May 1989 - July 2000
Job Chief Risk Officer at Cowen and Company (formerly Ramius LLC)
Industry Investment Management
Experience
Cowen and Company January 2004 - Present
Ramius Capital Group January 2004 - April 2011
Zurich Capital Markets July 2000 - January 2004
Bankers Trust May 1989 - July 2000
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Syracuse University 1984 — 1988
BA, Economics
Scuola Svizzera
Cowen and Company January 2004 - Present
Ramius Capital Group January 2004 - April 2011
Zurich Capital Markets July 2000 - January 2004
Bankers Trust May 1989 - July 2000
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Syracuse University 1984 — 1988
BA, Economics
Scuola Svizzera
Arthur Cohen's Bankers Trust Experience March 1997 - October 1998
Job Deputy Program Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2008 - Present
Credit Suisse April 2002 - July 2008
PriceWaterhouseCoopers 1998 - 2002
Bankers Trust March 1997 - October 1998
The Chase Manhattan Bank March 1988 - November 1997
Education
Stockton University 1982 — 1987
Bank of New York Mellon July 2008 - Present
Credit Suisse April 2002 - July 2008
PriceWaterhouseCoopers 1998 - 2002
Bankers Trust March 1997 - October 1998
The Chase Manhattan Bank March 1988 - November 1997
Education
Stockton University 1982 — 1987
Marguerite Dugan's Bankers Trust Experience July 1994 - June 1996
Job Senior Vice President Chief Operating Officer, Finance at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company February 2012 - Present
Morgan Stanley August 2010 - January 2012
Jefferies & Company March 2009 - July 2010
Morgan Stanley October 2006 - February 2009
Morgan Stanley February 2002 - October 2006
Morgan Stanley June 2000 - February 2002
Morgan Stanley October 1997 - June 2000
Peace Corps September 1996 - March 1997
Bankers Trust July 1994 - June 1996
Skills
Project Management, Product Development, Financial Planning &..., Change Management, Strategic Planning, Process Re-engineering, Financial Control
Education
University at Albany, SUNY 1989 — 1994
BA, Business Administration
Jefferies & Company February 2012 - Present
Morgan Stanley August 2010 - January 2012
Jefferies & Company March 2009 - July 2010
Morgan Stanley October 2006 - February 2009
Morgan Stanley February 2002 - October 2006
Morgan Stanley June 2000 - February 2002
Morgan Stanley October 1997 - June 2000
Peace Corps September 1996 - March 1997
Bankers Trust July 1994 - June 1996
Skills
Project Management, Product Development, Financial Planning &..., Change Management, Strategic Planning, Process Re-engineering, Financial Control
Education
University at Albany, SUNY 1989 — 1994
BA, Business Administration
Lee Anne Demere's Bankers Trust Experience May 1993 - March 1997
Job Associate Project Manager
Industry Hospital & Health Care
Experience
HCA IT&S February 2014 - Present
The Dominican Campus September 2003 - August 2008
Bankers Trust May 1993 - March 1997
IBM August 1990 - May 1992
Skills
Project Planning, Leadership, Leadership Development, Nonprofits, Teaching, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
University of Tennessee-Knoxville 1983 — 1987
Bachelor of Arts (B.A.), Art History
HCA IT&S February 2014 - Present
The Dominican Campus September 2003 - August 2008
Bankers Trust May 1993 - March 1997
IBM August 1990 - May 1992
Skills
Project Planning, Leadership, Leadership Development, Nonprofits, Teaching, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Marketing
University of Tennessee-Knoxville 1983 — 1987
Bachelor of Arts (B.A.), Art History
Elizabeth Thorne's Bankers Trust Experience 1989 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
TD Securities 1996 - 2000
Bankers Trust 1989 - 1996
Oppenheimer & Company, Inc. 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Wellesley College 1982 — 1986
BA, philosophy, economics
TD Securities 1996 - 2000
Bankers Trust 1989 - 1996
Oppenheimer & Company, Inc. 1986 - 1988
Education
The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Wellesley College 1982 — 1986
BA, philosophy, economics
Katherine Sieh-Takata's Bankers Trust Experience 1990 - 1992
Job President at Boa Vista LLC
Industry Investment Management
Experience
Boa Vista LLC June 2012 - Present
Bankers Trust 1990 - 1992
American Express 1985 - 1987
Lehman Brothers 1984 - 1985
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1988
Master of Arts, International Relations
University of Pennsylvania 1980 — 1984
Bachelor of Arts, Economics and International Relations
Boa Vista LLC June 2012 - Present
Bankers Trust 1990 - 1992
American Express 1985 - 1987
Lehman Brothers 1984 - 1985
Education
University of Pennsylvania - The Wharton School 1988 — 1990
Master of Business Administration, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1987 — 1988
Master of Arts, International Relations
University of Pennsylvania 1980 — 1984
Bachelor of Arts, Economics and International Relations
anthony sigel's Bankers Trust Experience 1990 - 1992
Job President and Managing Partner, Kilmer Capital Partners Limited
Industry Investment Management
Experience
Kilmer Capital Partners Chairman, DirectorCoalisionDecember 2008 - Present
Unisync 1995 - Present
McGregor Industries 2005 - December 2010
Tribal Sportswear 2006 - 2010
Vansco Electronics August 2005 - April 2008
Give and Go Prepared Foods May 2003 - November 2007
SMTC May 1995 - May 2001
Professional Sports Publications 1997 - 2001
Coretec 1994 - 1999
Bankers Trust 1990 - 1992
Skills
Mergers, Strategic Planning, Negotiation, Business Strategy
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Fincance
Tulane University 1982 — 1986
ba
University of Pennsylvania 1982 — 1986
ba, communications
Tulane University 1982 — 1984
ba
Kilmer Capital Partners Chairman, DirectorCoalisionDecember 2008 - Present
Unisync 1995 - Present
McGregor Industries 2005 - December 2010
Tribal Sportswear 2006 - 2010
Vansco Electronics August 2005 - April 2008
Give and Go Prepared Foods May 2003 - November 2007
SMTC May 1995 - May 2001
Professional Sports Publications 1997 - 2001
Coretec 1994 - 1999
Bankers Trust 1990 - 1992
Skills
Mergers, Strategic Planning, Negotiation, Business Strategy
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Fincance
Tulane University 1982 — 1986
ba
University of Pennsylvania 1982 — 1986
ba, communications
Tulane University 1982 — 1984
ba
Steve Chubb's Bankers Trust Experience 1997 - 2002
Job Senior Consultant at Murex
Industry Information Technology and Services
Experience
Murex June 2011 - Present
Bank of New York Mellon February 2007 - September 2010
American Express April 2005 - March 2007
Deutsche Bank September 2001 - April 2003
Deutsche Bank 1995 - 2003
Bankers Trust 1997 - 2002
Bankers Trust June 1998 - August 2000
Republic Bank May 1995 - September 1997
SWIFT November 1991 - March 1995
Skills
Integration, SDLC, Unix, Disaster Recovery, SWIFT payments, Security, Testing, Software Documentation, SWIFT messaging, Quality Assurance, Payments, Banking, AIX, Networking, Linux, PMP, COBOL, Java, Windows, Project Planning, PMO, SWIFT Payments, IBM AIX
Education
Stevens Institute of Technology 1983 — 1987
Bachelor's of Science, Systems Planning and Management
Stevens Institute of Technology 1983 — 1987
BS, Systems Planning and Management
Murex June 2011 - Present
Bank of New York Mellon February 2007 - September 2010
American Express April 2005 - March 2007
Deutsche Bank September 2001 - April 2003
Deutsche Bank 1995 - 2003
Bankers Trust 1997 - 2002
Bankers Trust June 1998 - August 2000
Republic Bank May 1995 - September 1997
SWIFT November 1991 - March 1995
Skills
Integration, SDLC, Unix, Disaster Recovery, SWIFT payments, Security, Testing, Software Documentation, SWIFT messaging, Quality Assurance, Payments, Banking, AIX, Networking, Linux, PMP, COBOL, Java, Windows, Project Planning, PMO, SWIFT Payments, IBM AIX
Education
Stevens Institute of Technology 1983 — 1987
Bachelor's of Science, Systems Planning and Management
Stevens Institute of Technology 1983 — 1987
BS, Systems Planning and Management
Judy Vider's Bankers Trust Experience January 1982 - August 1997
Job Managing Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Morgan Stanley May 2004 - Present
Credit Suisse February 2000 - May 2004
Lehman Brothers September 1997 - January 2000
Bankers Trust January 1982 - August 1997
Skills
Risk Management, Equities, Fixed Income, Derivatives, Business Analysis, Financial Risk
Education
Touro College 1982 — 1985
Nigel Pentland's Bankers Trust Experience September 1988 - May 1991
Job Partner at AinaKai Capital
Industry Financial Services
Experience
AinaKai Capital January 2013 - Present
Independent October 2008 - Present
Banque AIG June 2000 - June 2008
AIG Financial Products May 1991 - June 2000
Bankers Trust September 1988 - May 1991
Prudential Assurance 1983 - 1986
Skills
Financial Markets:..., Equity Derivatives, Derivatives, Structured Finance, Corporate Governance, Financial Structuring, Trading, Fixed Income, Structured Products, Capital Markets
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance, Statistics
University of Liverpool 1979 — 1983
BA, Economics, Russian
AinaKai Capital January 2013 - Present
Independent October 2008 - Present
Banque AIG June 2000 - June 2008
AIG Financial Products May 1991 - June 2000
Bankers Trust September 1988 - May 1991
Prudential Assurance 1983 - 1986
Skills
Financial Markets:..., Equity Derivatives, Derivatives, Structured Finance, Corporate Governance, Financial Structuring, Trading, Fixed Income, Structured Products, Capital Markets
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance, Statistics
University of Liverpool 1979 — 1983
BA, Economics, Russian
West Griffin's Bankers Trust Experience 1985 - 1993
Job President at Renovar Resources
Industry Oil & Energy
Experience
Renovar Resources January 2015 - Present
Energy XXI July 2005 - October 2014
Alon USA January 2004 - December 2004
Energy Asset Management, LLC 2002 - 2003
InterGen North America 1999 - 2002
InterGen 1996 - 1999
UBS 1993 - 1996
Bankers Trust 1985 - 1993
Skills
Due Diligence, Energy, Energy Industry, Mergers & Acquisitions, Natural Gas, Financial Modeling, Corporate Finance, Petroleum, Financial Analysis, Upstream, Gas, Private Equity, Risk Management, Oil/Gas, Valuation, Budgets, Oil & Gas, Capital Markets
Education
Thayer School of Engineering at Dartmouth 1983 — 1985
Bachelor of Engineering (BE)
The Amos Tuck School of Business 1982 — 1985
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1979 — 1983
Bachelor's degree
Renovar Resources January 2015 - Present
Energy XXI July 2005 - October 2014
Alon USA January 2004 - December 2004
Energy Asset Management, LLC 2002 - 2003
InterGen North America 1999 - 2002
InterGen 1996 - 1999
UBS 1993 - 1996
Bankers Trust 1985 - 1993
Skills
Due Diligence, Energy, Energy Industry, Mergers & Acquisitions, Natural Gas, Financial Modeling, Corporate Finance, Petroleum, Financial Analysis, Upstream, Gas, Private Equity, Risk Management, Oil/Gas, Valuation, Budgets, Oil & Gas, Capital Markets
Education
Thayer School of Engineering at Dartmouth 1983 — 1985
Bachelor of Engineering (BE)
The Amos Tuck School of Business 1982 — 1985
Master of Business Administration (MBA), Accounting and Finance
Dartmouth College 1979 — 1983
Bachelor's degree
Brenda Logan's Bankers Trust Experience 1994 - 1999
Job Health Assist Specialist at Family & Childrens Service
Industry Nonprofit Organization Management
Experience
Capital Confirmation May 2007 - October 2013
MetLife 1996 - 2002
Bankers Trust 1994 - 1999
Skills
Team Building, Vendor Management, Program Management, Process Improvement, Employee Benefits, Leadership, Business Analysis, Risk Management, Strategic Planning, Management, Project Management, Accounting, Financial Services, Retirement, Budgets, Training, Customer Service, Financial Analysis, Fundraising, Public Relations, Financial Reporting, 401k
Education
University of Kansas 1957 — 1961
Bachelor of Arts (BA), Liberal Arts-Apparel Merchandising
Shawnee Mission North High School 1956 — 1957
Capital Confirmation May 2007 - October 2013
MetLife 1996 - 2002
Bankers Trust 1994 - 1999
Skills
Team Building, Vendor Management, Program Management, Process Improvement, Employee Benefits, Leadership, Business Analysis, Risk Management, Strategic Planning, Management, Project Management, Accounting, Financial Services, Retirement, Budgets, Training, Customer Service, Financial Analysis, Fundraising, Public Relations, Financial Reporting, 401k
Education
University of Kansas 1957 — 1961
Bachelor of Arts (BA), Liberal Arts-Apparel Merchandising
Shawnee Mission North High School 1956 — 1957
Andrew de Araujo's Bankers Trust Experience August 1993 - September 1999
Job President at Key Capital Advisors
Industry Financial Services
Experience
Key Capital Advisors September 1999 - Present
Bankers Trust August 1993 - September 1999
Bank of Boston September 1989 - August 1993
Skills
Capital Markets, Investments, Private Equity, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Asset Managment, Fixed Income, Investment Advisory, Investment Banking
Education
Tulane University 1985 — 1989
Darien High School
Key Capital Advisors September 1999 - Present
Bankers Trust August 1993 - September 1999
Bank of Boston September 1989 - August 1993
Skills
Capital Markets, Investments, Private Equity, Wealth Management, Alternative Investments, Portfolio Management, Asset Management, Equities, Hedge Funds, Asset Managment, Fixed Income, Investment Advisory, Investment Banking
Education
Tulane University 1985 — 1989
Darien High School
Andy Goodman's Bankers Trust Experience 1993 - 1996
Job EVP, CHRO at OpenLink Financial
Industry Computer Software
Experience
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
OpenLink Financial September 2014 - Present
Andrew Goodman September 2013 - August 2014
E*TRADE Financial November 2010 - August 2013
CA 2002 - November 2010
Merrill Lynch 1996 - 2002
Bankers Trust 1993 - 1996
Ernst & Young 1986 - 1993
GE 1983 - 1986
Skills
Succession Planning, Strategy, Talent Management, Deferred Compensation, Performance Management, Recruiting, Personnel Management, HRIS, Executive Management, Business Strategy, Change Management, Professional Services, Employee Relations, Integration, Leadership Development, Mergers & Acquisitions, Strategic Planning, Onboarding, Business Process, Employee Benefits, Organizational..., Human Resources, Project Management, Talent Acquisition, Executive Pay, Leadership, Employee Engagement, Management, Organizational Design, Vendor Management, Cross-functional Team..., Workforce Planning, Applicant Tracking..., Interpersonal Skill, Temporary Placement, Compensation & Benefit, HR Consulting, Executive Coaching, Executive Search, HR Transformation, Technical Recruiting, Organizational..., Internet Recruiting, HR Policies, Compensation & Benefits
Education
Stony Brook University 1976 — 1981
Greg Zant's Bankers Trust Experience 1992 - 1999
Job Electronic Trading Infrastructure Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers 2001 - 2008
Genosys Technology Management, INc July 1999 - October 2001
Deutsche Bank May 1999 - July 1999
Bankers Trust 1992 - 1999
Digital Communications Products Inc 1981 - 1991
Skills
High Frequency Trading, Market Data, Trading Systems, Electronic Trading, ITIL, Emerging Markets, Financial Modeling, Prime Brokerage, Reference Data, Fixed Income, Data Center, Equity Derivatives, Telecommunications, Derivatives, Equities
Education
Stony Brook University
Business Mgmt
JPMorgan Chase September 2011 - Present
Barclays Capital September 2008 - September 2011
Lehman Brothers 2001 - 2008
Genosys Technology Management, INc July 1999 - October 2001
Deutsche Bank May 1999 - July 1999
Bankers Trust 1992 - 1999
Digital Communications Products Inc 1981 - 1991
Skills
High Frequency Trading, Market Data, Trading Systems, Electronic Trading, ITIL, Emerging Markets, Financial Modeling, Prime Brokerage, Reference Data, Fixed Income, Data Center, Equity Derivatives, Telecommunications, Derivatives, Equities
Education
Stony Brook University
Business Mgmt
Nathan Engelhard's Bankers Trust Experience May 1996 - November 1998
Job Managing Partner New Edge Capital S.A.
Industry Banking
Experience
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
New Edge Capital S.A. October 2012 - Present
Deutsche Bank August 2010 - September 2012
Lehman Brothers/Barclays Capital June 2008 - September 2009
Deutsche Bank Securities October 2006 - June 2008
Credit Suisse September 2005 - October 2006
UBS Investment Bank August 2000 - August 2005
SG Securities January 1999 - August 2000
Bankers Trust May 1996 - November 1998
Skills
Equity Derivatives, Derivatives, Latin America, Financial Structuring, Management, Investment Banking, Capital Markets, Sales, Emerging Markets, Equities, Hedge Funds, Structured Products, Corporate Finance, Trading, Financial Markets, Structured Finance, Financial Modeling, Portfolio Management, Bloomberg, Investments
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Universidad de Lima 1981 — 1986
Bachellor, Industrial Engineering
Warren Spar's Bankers Trust Experience 1996 - 1999
Job CEO, Sparring Partners Capital
Industry Investment Banking
Experience
Sparring Partners Capital 2000 - Present
Bankers Trust 1996 - 1999
Deutsche Bank 1995 - 1996
Lehman Brothers 1983 - 1995
Bankers Trust 1980 - 1983
Bank of America 1977 - 1980
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA
Syracuse University 1971 — 1975
BA, History, Political Science
Sparring Partners Capital 2000 - Present
Bankers Trust 1996 - 1999
Deutsche Bank 1995 - 1996
Lehman Brothers 1983 - 1995
Bankers Trust 1980 - 1983
Bank of America 1977 - 1980
Education
The University of Chicago - Booth School of Business 1975 — 1977
MBA
Syracuse University 1971 — 1975
BA, History, Political Science
Amol Patki's Bankers Trust Experience April 1996 - June 1999
Job FX and Public Finance Product Control at JP Morgan
Industry Financial Services
Steven Audi's Bankers Trust Experience 1990 - 1992
Job Principal at Northwind Management Group, LLC
Industry Investment Management
Experience
Northwind Management Group, LLC 2010 - Present
Balance Asset Management, LLC 2004 - 2008
Resurgence Asset Management, LLC 1997 - 2004
Bear Stearns 1992 - 1995
Bankers Trust 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1989
BS, Economics
Northwind Management Group, LLC 2010 - Present
Balance Asset Management, LLC 2004 - 2008
Resurgence Asset Management, LLC 1997 - 2004
Bear Stearns 1992 - 1995
Bankers Trust 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1989
BS, Economics
Ellen Sax's Bankers Trust Experience 1986 - 1990
Job Director, Community Engagement at MVP Health Care
Industry Financial Services
Experience
MVP Health Care February 2014 - Present
KeyBank August 2001 - January 2014
KeyBank August 1990 - May 2001
Bankers Trust 1986 - 1990
Skills
Fundraising, Non-profits, Public Relations, Community Outreach, Community Development, Public Speaking, Strategic Planning, Event Planning, Event Management, Leadership Development, Grant Writing, Social Media, Marketing Communications, Media Relations, Social Media Marketing, Volunteer Management, Facebook, Marketing Strategy, Strategic Communications, Recruiting, Nonprofits, Program Development, Training, Human Resources, Project Management, Program Management, Policy, Blogging, Leadership, Social Networking, Team Building, Marketing, Newsletters, Organizational..., Budgets, Management, Small Business, Speech Writing, Editing, Press Releases, Crisis Communications, Philanthropy, Corporate Communications, Advertising, Grants, Coaching, Research, Internal Communications, Sponsorship, Workshop Facilitation
Education
Syracuse University 1978 — 1980
MS, Rehabilitation Counseling
Syracuse University - Maxwell School 1978 — 1980
MPA, Public Administration
Syracuse University 1975 — 1978
BS, Education
MVP Health Care February 2014 - Present
KeyBank August 2001 - January 2014
KeyBank August 1990 - May 2001
Bankers Trust 1986 - 1990
Skills
Fundraising, Non-profits, Public Relations, Community Outreach, Community Development, Public Speaking, Strategic Planning, Event Planning, Event Management, Leadership Development, Grant Writing, Social Media, Marketing Communications, Media Relations, Social Media Marketing, Volunteer Management, Facebook, Marketing Strategy, Strategic Communications, Recruiting, Nonprofits, Program Development, Training, Human Resources, Project Management, Program Management, Policy, Blogging, Leadership, Social Networking, Team Building, Marketing, Newsletters, Organizational..., Budgets, Management, Small Business, Speech Writing, Editing, Press Releases, Crisis Communications, Philanthropy, Corporate Communications, Advertising, Grants, Coaching, Research, Internal Communications, Sponsorship, Workshop Facilitation
Education
Syracuse University 1978 — 1980
MS, Rehabilitation Counseling
Syracuse University - Maxwell School 1978 — 1980
MPA, Public Administration
Syracuse University 1975 — 1978
BS, Education
Alberto G. Musalem's Bankers Trust Experience 1995 - 1995
Job Executive Vice President at the Federal Reserve Bank of New York
Industry Government Administration
Experience
Federal Reserve Bank of New York January 2014 - Present
School the World May 2010 - Present
Tudor Investment Corporation August 2000 - December 2013
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2007 - 2007
International Monetary Fund September 1996 - June 2000
Bankers Trust 1995 - 1995
McKinsey & Company 1994 - 1994
Education
University of Pennsylvania
Doctor of Philosophy (PhD), Economics
The London School of Economics and Political Science (LSE)
Master of Science (MSc), Economics
The London School of Economics and Political Science (LSE)
Bachelor of Science (BSc), Economics
Federal Reserve Bank of New York January 2014 - Present
School the World May 2010 - Present
Tudor Investment Corporation August 2000 - December 2013
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2007 - 2007
International Monetary Fund September 1996 - June 2000
Bankers Trust 1995 - 1995
McKinsey & Company 1994 - 1994
Education
University of Pennsylvania
Doctor of Philosophy (PhD), Economics
The London School of Economics and Political Science (LSE)
Master of Science (MSc), Economics
The London School of Economics and Political Science (LSE)
Bachelor of Science (BSc), Economics
Debbie Essen's Bankers Trust Experience January 1985 - January 1990
Job Project Manager at IBM
Industry Computer Hardware
Experience
IBM May 2002 - Present
American Express 1990 - 2002
Bankers Trust January 1985 - January 1990
Skills
Software Project...
Education
Union College 1979 — 1983
BS, Computer Science
IBM May 2002 - Present
American Express 1990 - 2002
Bankers Trust January 1985 - January 1990
Skills
Software Project...
Education
Union College 1979 — 1983
BS, Computer Science
Tom Bliss's Bankers Trust Experience July 1981 - July 2001
Job IT Manager and Financial Services Professional
Industry Information Technology and Services
Experience
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
TMG Health December 2011 - Present
Prudential Financial March 2011 - June 2011
Bank of New York Mellon September 2004 - January 2009
BNYMellon 2004 - 2009
State Street Bank August 2002 - September 2004
The Walsh Associates 2002 - 2004
Deutsche Asset Management March 2000 - July 2001
Bankers Trust July 1981 - July 2001
Deutsche Bank 2000 - 2001
Skills
Vendor Management, Risk Management, Change Management, Visio, Software Development, SQL, Process Improvement, Business Analysis, Oracle, SDLC, Management, Quality Assurance, Equities, User Acceptance Testing, Integration, Fixed Income, Databases, Securities, Derivatives, Access
Education
Saint John's University 1984 — 1986
Business Management
Suffolk County Community College 1977 — 1980
AAS, Accounting
Brian Spellman's Bankers Trust Experience 1994 - 1999
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management November 2009 - Present
Deutsche Asset Management 1999 - 2008
Bankers Trust 1994 - 1999
Union Bank of Switzerland 1991 - 1994
MTB Banking Corporation 1990 - 1991
Skills
Equities, Hedge Funds, Electronic Trading, Equity Trading, Derivatives, Capital Markets, Investment Management, Alternative Investments, Investment Banking, Trading Systems, Bloomberg, Mutual Funds, Proprietary Trading, Asset Management, Foreign Exchange, Options, Fixed Income, Trading, Operational Risk, Investments, Private Equity, Prime Brokerage, Middle Office
Education
Susquehanna University 1986 — 1990
B.S., Finance
Christian Brothers Academy 1982 — 1986
Goldman Sachs Asset Management November 2009 - Present
Deutsche Asset Management 1999 - 2008
Bankers Trust 1994 - 1999
Union Bank of Switzerland 1991 - 1994
MTB Banking Corporation 1990 - 1991
Skills
Equities, Hedge Funds, Electronic Trading, Equity Trading, Derivatives, Capital Markets, Investment Management, Alternative Investments, Investment Banking, Trading Systems, Bloomberg, Mutual Funds, Proprietary Trading, Asset Management, Foreign Exchange, Options, Fixed Income, Trading, Operational Risk, Investments, Private Equity, Prime Brokerage, Middle Office
Education
Susquehanna University 1986 — 1990
B.S., Finance
Christian Brothers Academy 1982 — 1986
Nischal Pai, CFA's Bankers Trust Experience 1997 - 1999
Job Managing Director at Intelligent Edge Advisors
Industry Capital Markets
Experience
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
Intelligent Edge Advisors 2009 - Present
Columbia Management 2007 - 2008
US Trust 2000 - 2007
Deutsche Asset Management 1999 - 2000
Bankers Trust 1997 - 1999
State Street Global Advisors 1992 - 1997
Skills
Equities, Asset Management, Capital Markets, Mutual Funds, Hedging, Fixed Income, Derivatives, Hedge Funds, Structured Products, Wealth Management, Private Wealth..., Portfolio Management, Institutional, Options, Investment Strategies, Alternative Investments, Quantitative Analytics, ETFs, Bloomberg, Investment Management, Investments, Asset Allocation, Structured Finance, Securities, Management, Financial Services
Education
The University of Akron
MBA, Finance
The University of Akron
MS, Physics
The University of Bombay
BS, Physics
Susan Orner Miller's Bankers Trust Experience 1995 - 1998
Job Managing Partner at Miller Klein Group, LLC | smiller@mkgsearch.com
Industry Staffing and Recruiting
Experience
Miller Klein Group, LLC May 2009 - Present
Boutique Search Firm January 1998 - November 2001
Bankers Trust 1995 - 1998
Lord & Taylor 1990 - 1991
Skills
Recruiting, Microsoft Office, Interviews, Performance Management, Talent Acquisition, Management, Talent Management, Outlook, Internet Recruiting, Employee Relations
Education
Teachers College of Columbia University 1995 — 1997
MA, Organizational Psychology
University at Albany, SUNY 1986 — 1990
BA, Communications
Miller Klein Group, LLC May 2009 - Present
Boutique Search Firm January 1998 - November 2001
Bankers Trust 1995 - 1998
Lord & Taylor 1990 - 1991
Skills
Recruiting, Microsoft Office, Interviews, Performance Management, Talent Acquisition, Management, Talent Management, Outlook, Internet Recruiting, Employee Relations
Education
Teachers College of Columbia University 1995 — 1997
MA, Organizational Psychology
University at Albany, SUNY 1986 — 1990
BA, Communications
Carol Sterling's Bankers Trust Experience 1986 - 1999
Job IT Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank December 1999 - Present
Bankers Trust 1986 - 1999
Barclays Bank March 1981 - May 1986
Equitable Life US June 1976 - February 1981
Skills
Securities, Vendor Management, Banking
Education
Stony Brook University 1972 — 1976
B.A., English, Physics
Bronx High School of Science 1969 — 1972
Science
Deutsche Bank December 1999 - Present
Bankers Trust 1986 - 1999
Barclays Bank March 1981 - May 1986
Equitable Life US June 1976 - February 1981
Skills
Securities, Vendor Management, Banking
Education
Stony Brook University 1972 — 1976
B.A., English, Physics
Bronx High School of Science 1969 — 1972
Science
Kyle McKay's Bankers Trust Experience October 1994 - October 1997
Job Vice President at The Royal Bank of Scotland plc
Industry Banking
Experience
The Royal Bank of Scotland plc September 2000 - Present
National Westminster Bank October 1997 - September 2000
Bankers Trust October 1994 - October 1997
Skills
FX Options, Equities, Fixed Income, Cash Management, Securitization, Emerging Markets, Banking, Structured Products, Financial Risk, Interest Rate..., Investment Banking, Financial Markets, Swaps, Middle Office, Derivatives, Capital Markets, Back Office, Bonds, Money Market
Education
Susquehanna University 1985 — 1989
BS, physics with math minor
The Royal Bank of Scotland plc September 2000 - Present
National Westminster Bank October 1997 - September 2000
Bankers Trust October 1994 - October 1997
Skills
FX Options, Equities, Fixed Income, Cash Management, Securitization, Emerging Markets, Banking, Structured Products, Financial Risk, Interest Rate..., Investment Banking, Financial Markets, Swaps, Middle Office, Derivatives, Capital Markets, Back Office, Bonds, Money Market
Education
Susquehanna University 1985 — 1989
BS, physics with math minor
Mark Neuwirth's Bankers Trust Experience 1994 - 2001
Job Licensed Associate Real Estate Broker at Bond New York
Industry Real Estate
Experience
Bond New York June 2015 - Present
Bellmarc Realty November 2001 - June 2015
Deutsche Bank January 1995 - September 2001
Bankers Trust 1994 - 2001
Skills
Investment Properties, Brokerage, Real Estate Transactions, Real Estate, Condos, Real Estate Development, Sellers, Negotiation, Investors, Sales, Real Estate Economics, Property Management, Relocation, Townhomes, Rentals, Residential Homes, Selling, Apartments, First Time Home Buyers, Investments, Luxury, Leases, Listings
Education
Brooklyn College 1988 — 1990
Associate's Degree, Computer Science
Culinary Institute of America 1983 — 1984
Associate's Degree, Culinary Arts/Chef Training, A
Bond New York June 2015 - Present
Bellmarc Realty November 2001 - June 2015
Deutsche Bank January 1995 - September 2001
Bankers Trust 1994 - 2001
Skills
Investment Properties, Brokerage, Real Estate Transactions, Real Estate, Condos, Real Estate Development, Sellers, Negotiation, Investors, Sales, Real Estate Economics, Property Management, Relocation, Townhomes, Rentals, Residential Homes, Selling, Apartments, First Time Home Buyers, Investments, Luxury, Leases, Listings
Education
Brooklyn College 1988 — 1990
Associate's Degree, Computer Science
Culinary Institute of America 1983 — 1984
Associate's Degree, Culinary Arts/Chef Training, A
Lisa Fults's Bankers Trust Experience September 1993 - 1996
Job TSS Brand Global Channels Manager at IBM
Industry Computer Hardware
Experience
IBM Global Services January 2008 - Present
IBM July 2005 - December 2007
IBM January 2003 - July 2005
IBM January 2001 - December 2002
IBM March 1998 - December 2000
Comerica December 1996 - March 1998
Bankers Trust September 1993 - 1996
Skills
Selling, Account Management, Sales Enablement, Leadership, Training, Virtualization, Social Networking, Cloud Computing, Sales Operations, Professional Services, Enterprise Software, Sales Process, SaaS, Solution Selling, Storage, Channel, Sales, Lead Generation, Go-to-market Strategy, Sales Management, Data Center, Program Management, Channel Partners, CRM, Software Industry, Business Development, Business Alliances, Managed Services, Direct Sales, Partner Management, Strategic Partnerships, Demand Generation, Business Intelligence, Salesforce.com, Storage Virtualization
Education
Tennessee Technological University
B.S., Finance, English
IBM Global Services January 2008 - Present
IBM July 2005 - December 2007
IBM January 2003 - July 2005
IBM January 2001 - December 2002
IBM March 1998 - December 2000
Comerica December 1996 - March 1998
Bankers Trust September 1993 - 1996
Skills
Selling, Account Management, Sales Enablement, Leadership, Training, Virtualization, Social Networking, Cloud Computing, Sales Operations, Professional Services, Enterprise Software, Sales Process, SaaS, Solution Selling, Storage, Channel, Sales, Lead Generation, Go-to-market Strategy, Sales Management, Data Center, Program Management, Channel Partners, CRM, Software Industry, Business Development, Business Alliances, Managed Services, Direct Sales, Partner Management, Strategic Partnerships, Demand Generation, Business Intelligence, Salesforce.com, Storage Virtualization
Education
Tennessee Technological University
B.S., Finance, English
Denise Dalonzo's Bankers Trust Experience January 1990 - June 1992
Job Director at Citigroup
Industry Banking
Experience
Citigroup DirectorCitigroupJune 1992 - Present
Bankers Trust January 1990 - June 1992
Education
Stony Brook University 1985 — 1989
BA, English
Stony Brook University 1985 — 1989
BA, English
Citigroup DirectorCitigroupJune 1992 - Present
Bankers Trust January 1990 - June 1992
Education
Stony Brook University 1985 — 1989
BA, English
Stony Brook University 1985 — 1989
BA, English
Belkis Knudsvig's Bankers Trust Experience 1990 - November 1999
Job Wealth Advisor/ Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo 2010 - Present
Lehman Brothers/ Barclays May 2005 - 2010
Citigroup Private Bank November 1999 - 2005
Bankers Trust 1990 - November 1999
Chase Manhattan Bank 1985 - 1990
Skills
Alternative Investments, Fixed Income, Wealth Management, Equities, Hedge Funds, Asset Allocation, Capital Markets, Asset Managment, Investment Management, Series 7, Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Cincinnati
Bachelor of Science (BS), Psychology
Wells Fargo 2010 - Present
Lehman Brothers/ Barclays May 2005 - 2010
Citigroup Private Bank November 1999 - 2005
Bankers Trust 1990 - November 1999
Chase Manhattan Bank 1985 - 1990
Skills
Alternative Investments, Fixed Income, Wealth Management, Equities, Hedge Funds, Asset Allocation, Capital Markets, Asset Managment, Investment Management, Series 7, Wealth Management..., Asset Management, Portfolio Management, Private Banking, Investments
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Cincinnati
Bachelor of Science (BS), Psychology
arthur wielkoszewski's Bankers Trust Experience 1980 - 1982
Job
Industry Computer Software
Experience
Rice Analytics 2009 - Present
AW International 1991 - 2008
US Embassy 1994 - 1996
Schroder Bank & Trust 1982 - 1991
Bankers Trust 1980 - 1982
Citibank 1979 - 1980
US Army 1971 - 1978
Education
United States Military Academy at West Point 1967 — 1971
BS, Engineering, Central & Eastern European Studies
University of California, Los Angeles 1966 — 1967
Mathematics
Rice Analytics 2009 - Present
AW International 1991 - 2008
US Embassy 1994 - 1996
Schroder Bank & Trust 1982 - 1991
Bankers Trust 1980 - 1982
Citibank 1979 - 1980
US Army 1971 - 1978
Education
United States Military Academy at West Point 1967 — 1971
BS, Engineering, Central & Eastern European Studies
University of California, Los Angeles 1966 — 1967
Mathematics
Aaron Palmer's Bankers Trust Experience April 2007 - November 2007
Job Subject Matter Expert at Impact Technologies Group, Inc.
Industry Financial Services
Experience
Impact Technologies Group, Inc. March 2008 - November 2011
Bankers Trust April 2007 - November 2007
Wells Fargo November 2005 - March 2007
Skills
Microsoft CRM, Microsoft Office 2007, Constant Contact, @task, number cruncher, Live Meeting, Expression Web, emoney advisor, PlanLab, Salesforce.com
Education
The Ohio State University 2000 — 2005
Bachelors, Political Science, Finance
Berea High School
Impact Technologies Group, Inc. March 2008 - November 2011
Bankers Trust April 2007 - November 2007
Wells Fargo November 2005 - March 2007
Skills
Microsoft CRM, Microsoft Office 2007, Constant Contact, @task, number cruncher, Live Meeting, Expression Web, emoney advisor, PlanLab, Salesforce.com
Education
The Ohio State University 2000 — 2005
Bachelors, Political Science, Finance
Berea High School
Larry Melton's Bankers Trust Experience January 1983 - February 1987
Job IT Systems Administrator at Utopia Home Care, Inc.
Industry Hospital & Health Care
Experience
Utopia Home Care, Inc. March 2006 - Present
Bankers Trust January 1983 - February 1987
Skills
Healthcare, Healthcare Information..., HIPAA, EMR, EHR, Healthcare Management, Software Documentation, Software Implementation, Data Entry, Troubleshooting, Process Improvement, Team Building, Leadership, Testing, Outlook
Education
Tusculum College 1978 — 1982
BS, Business Administration
Utopia Home Care, Inc. March 2006 - Present
Bankers Trust January 1983 - February 1987
Skills
Healthcare, Healthcare Information..., HIPAA, EMR, EHR, Healthcare Management, Software Documentation, Software Implementation, Data Entry, Troubleshooting, Process Improvement, Team Building, Leadership, Testing, Outlook
Education
Tusculum College 1978 — 1982
BS, Business Administration
Rob Sammons's Bankers Trust Experience January 1994 - June 1999
Job President at Anetics, Inc.
Industry Financial Services
Experience
Anetics, Inc. September 1999 - Present
Deutsche Bank June 1999 - September 1999
Bankers Trust January 1994 - June 1999
Skills
Investment Banking, Hedge Funds, Equities, Capital Markets, Fixed Income, Integration, Securities Lending, Bloomberg, Derivatives, Trading Systems, Securities, Financial Services, Trading, Financial Markets, Prime Brokerage, Bonds, Equity Derivatives, Options
Education
The Polytechnic Institute of New York University
Bachelor of Science (BS), Systems Engineering
Anetics, Inc. September 1999 - Present
Deutsche Bank June 1999 - September 1999
Bankers Trust January 1994 - June 1999
Skills
Investment Banking, Hedge Funds, Equities, Capital Markets, Fixed Income, Integration, Securities Lending, Bloomberg, Derivatives, Trading Systems, Securities, Financial Services, Trading, Financial Markets, Prime Brokerage, Bonds, Equity Derivatives, Options
Education
The Polytechnic Institute of New York University
Bachelor of Science (BS), Systems Engineering
Jim Shally's Bankers Trust Experience 1990 - 1995
Job Senior Principal Program Management at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
Collaborative Consulting February 2012 - Present
Fidelity Investments March 2001 - May 2010
Prudential Financial 1995 - 2001
Bankers Trust 1990 - 1995
Merrill Lynch 1988 - 1990
Education
Fairleigh Dickinson University-Florham Campus
Economics
The Johns Hopkins University
Biology, Economics
pedro beroy's Bankers Trust Experience August 1992 - February 1995
Job CoFounder/Partner at Aurum Soluciones Financieras
Industry Banking
Experience
Aurum Soluciones Financieras January 2012 - Present
Credit Suisse September 2000 - June 2011
Donaldson, Lufkin & Jenrette February 1995 - September 2000
Bankers Trust August 1992 - February 1995
Skills
Derivatives, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Investments, Equities, Asset Management, Portfolio Management, Structured Products, Structured Finance, Private Equity
Education
The Amos Tuck School at Dartmouth College 1990 — 1992
MBA, Business Administration
Universitat Politècnica de Catalunya 1981 — 1987
MS, Civil Engineering
Aurum Soluciones Financieras January 2012 - Present
Credit Suisse September 2000 - June 2011
Donaldson, Lufkin & Jenrette February 1995 - September 2000
Bankers Trust August 1992 - February 1995
Skills
Derivatives, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Investments, Equities, Asset Management, Portfolio Management, Structured Products, Structured Finance, Private Equity
Education
The Amos Tuck School at Dartmouth College 1990 — 1992
MBA, Business Administration
Universitat Politècnica de Catalunya 1981 — 1987
MS, Civil Engineering
Manuel Cadarso's Bankers Trust Experience 1996 - 1999
Job HSBC Bank USA
Industry Financial Services
Experience
HSBC August 2007 - Present
Bear Stearns August 2001 - August 2007
Bankers Trust 1996 - 1999
Education
UCLA Anderson School of Management 1999 — 2001
MBA
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S, Business Adminstration
HSBC August 2007 - Present
Bear Stearns August 2001 - August 2007
Bankers Trust 1996 - 1999
Education
UCLA Anderson School of Management 1999 — 2001
MBA
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S, Business Adminstration
Denise Bertolami's Bankers Trust Experience March 1989 - May 1998
Job Talbots
Industry Marketing and Advertising
Experience
Manasquan Presbyterian Church September 2014 - Present
Talbots May 2003 - Present
Citibank May 1998 - January 2001
Bankers Trust March 1989 - May 1998
Skills
Accounting, Pensions, Retirement, Auditing, Retail, Project Management, Team Building, Securities, Investments, Fashion, Financial Services, Store Management, Visual Merchandising, Leadership, Analytics, Training, Risk Management
Education
Stonehill College 1984 — 1986
BA, Psychology. Health Care Admin minor
Manasquan Presbyterian Church September 2014 - Present
Talbots May 2003 - Present
Citibank May 1998 - January 2001
Bankers Trust March 1989 - May 1998
Skills
Accounting, Pensions, Retirement, Auditing, Retail, Project Management, Team Building, Securities, Investments, Fashion, Financial Services, Store Management, Visual Merchandising, Leadership, Analytics, Training, Risk Management
Education
Stonehill College 1984 — 1986
BA, Psychology. Health Care Admin minor
John Whiteman's Bankers Trust Experience June 2003 - August 2003
Job Law Clerk at Oliver Walker Wilson LLC
Industry Legal Services
Experience
Oliver Walker Wilson LLC May 2015 - Present
University of Missouri August 2014 - Present
University of Missouri September 2013 - Present
MEI - Missouri Energy Initiative May 2014 - August 2014
Subway (K&B inc.) May 2010 - May 2013
Truman State University August 2009 - December 2009
2008 Adventure Land June 2008 - August 2008
Wells Fargo Arena June 2005 - May 2008
The old Spaghetti works July 2005 - November 2007
Bankers Trust June 2003 - August 2003
Skills
Public Speaking, Time Management, Leadership, Research, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Advertising, Editing, Microsoft Excel, Customer Service, Public Relations, Social Networking, Nonprofits, Organization, Teaching, Problem Solving, Multimedia, Writing, Web Design, Youth Mentoring, Legal Research, Legal Writing
Education
University of Missouri-Columbia School of Law 2013 — 2016
Doctor of Law (JD), Tax and Estate Planning, 2L
Truman State University 2008 — 2013
BA Communication Studies, Communication, Liberal Arts, Senior
Oliver Walker Wilson LLC May 2015 - Present
University of Missouri August 2014 - Present
University of Missouri September 2013 - Present
MEI - Missouri Energy Initiative May 2014 - August 2014
Subway (K&B inc.) May 2010 - May 2013
Truman State University August 2009 - December 2009
2008 Adventure Land June 2008 - August 2008
Wells Fargo Arena June 2005 - May 2008
The old Spaghetti works July 2005 - November 2007
Bankers Trust June 2003 - August 2003
Skills
Public Speaking, Time Management, Leadership, Research, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Advertising, Editing, Microsoft Excel, Customer Service, Public Relations, Social Networking, Nonprofits, Organization, Teaching, Problem Solving, Multimedia, Writing, Web Design, Youth Mentoring, Legal Research, Legal Writing
Education
University of Missouri-Columbia School of Law 2013 — 2016
Doctor of Law (JD), Tax and Estate Planning, 2L
Truman State University 2008 — 2013
BA Communication Studies, Communication, Liberal Arts, Senior
E. Coombs's Bankers Trust Experience January 1989 - March 1995
Job MD, Jefferies & Company, Inc.
Industry Investment Banking
Experience
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Jefferies & Company October 2009 - Present
Morgan Stanley April 1995 - March 2003
Bankers Trust January 1989 - March 1995
Education
Tufts University 1981 — 1985
University of Southern California
University of Tübingen
Deutsche Geschichte
Nadir Sadiq's Bankers Trust Experience 1998 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America January 2006 - December 2010
Bankers Trust 1998 - 2005
Skills
Banking, Risk Management, Software Development
Education
Stony Brook University 2004 — 2005
MS in Business Administration, IMS
Bank of America January 2006 - December 2010
Bankers Trust 1998 - 2005
Skills
Banking, Risk Management, Software Development
Education
Stony Brook University 2004 — 2005
MS in Business Administration, IMS
David Ornstein's Bankers Trust Experience 1994 - 1999
Job
Industry Financial Services
Experience
Barclays Investment Bank July 2004 - Present
Deutsche Bank December 2001 - May 2004
Plumb Design August 2000 - October 2001
Bear Stearns & Company July 1999 - August 2000
Bankers Trust 1994 - 1999
Skills
Research, Microsoft Word, Windows, PowerPoint, Microsoft Office, Outlook, Strategic Planning, Customer Service, English, Microsoft Excel, Risk Management, Valuation, Derivatives, Budgets, Equities, Portfolio Management, Photoshop, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Leadership, Banking, Investment Banking, Access, HTML, Public Speaking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), English Language and Literature/Letters
Barclays Investment Bank July 2004 - Present
Deutsche Bank December 2001 - May 2004
Plumb Design August 2000 - October 2001
Bear Stearns & Company July 1999 - August 2000
Bankers Trust 1994 - 1999
Skills
Research, Microsoft Word, Windows, PowerPoint, Microsoft Office, Outlook, Strategic Planning, Customer Service, English, Microsoft Excel, Risk Management, Valuation, Derivatives, Budgets, Equities, Portfolio Management, Photoshop, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Leadership, Banking, Investment Banking, Access, HTML, Public Speaking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), English Language and Literature/Letters
Debbie Lum's Bankers Trust Experience April 1983 - March 1995
Job Substitute Teacher at Denville Township Schools
Industry Events Services
Experience
Denville Township Schools September 2007 - Present
Morris Hills Regional Education Association September 2010 - June 2012
Denville Township Schools February 2001 - June 2012
Bankers Trust April 1983 - March 1995
Skills
Event Management, Social Media, Microsoft Office, Customer Service, Fundraising, Public Relations, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Non-profits
Education
Tufts University 1975 — 1979
Bachelor of Arts (B.A.), French Language and Literature
Denville Township Schools September 2007 - Present
Morris Hills Regional Education Association September 2010 - June 2012
Denville Township Schools February 2001 - June 2012
Bankers Trust April 1983 - March 1995
Skills
Event Management, Social Media, Microsoft Office, Customer Service, Fundraising, Public Relations, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Non-profits
Education
Tufts University 1975 — 1979
Bachelor of Arts (B.A.), French Language and Literature
Chantal Lapice's Bankers Trust Experience 1986 - 1992
Job Eurohypo AG
Industry Banking
Experience
Eurohypo AG January 2003 - Present
HVB April 2002 - January 2003
The Royal Bank of Scotland July 2001 - April 2002
Bankers Trust 1986 - 1992
Skills
ACBS, Summit, T Recs, Syndtrak, Intralinks, Amma, Midas, Microsoft Excel, Microsoft Word
Education
The Sage Colleges - Russell Sage College
Bachelor's degree, Economics/Management
Eurohypo AG January 2003 - Present
HVB April 2002 - January 2003
The Royal Bank of Scotland July 2001 - April 2002
Bankers Trust 1986 - 1992
Skills
ACBS, Summit, T Recs, Syndtrak, Intralinks, Amma, Midas, Microsoft Excel, Microsoft Word
Education
The Sage Colleges - Russell Sage College
Bachelor's degree, Economics/Management
Marie Lindsay's Bankers Trust Experience 1983 - 1985
Job Certified Specialist in Estate Planning and Probate at Lindsay & Lindsay, LLC
Industry Law Practice
Experience
Lindsay & Lindsay, LLC 1992 - Present
Sinkler, Gibbes & Simons (Sinkler & Boyd) 1985 - 1992
Bankers Trust 1983 - 1985
James River/Dixie Northern 1980 - 1982
Education
University of South Carolina-Columbia
JD, Tax, Estate Planning & Probate
Transylvania University 1976 — 1980
BS, Business Administration
Lindsay & Lindsay, LLC 1992 - Present
Sinkler, Gibbes & Simons (Sinkler & Boyd) 1985 - 1992
Bankers Trust 1983 - 1985
James River/Dixie Northern 1980 - 1982
Education
University of South Carolina-Columbia
JD, Tax, Estate Planning & Probate
Transylvania University 1976 — 1980
BS, Business Administration
Brackston Helms's Bankers Trust Experience 1999 - 2000
Job Senior Vice President at CNL
Industry Financial Services
Experience
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
Barry McCarraher's Bankers Trust Experience 1989 - 1999
Job Director, Regional Manager of Client Onboarding
Industry Banking
Experience
Deutsche Bank 2013 - Present
HSBC 2000 - 2013
Bankers Trust 1989 - 1999
Skills
Capital Markets, Financial Markets, Investment Banking, Fixed Income, Derivatives, Risk Management, Equities, Financial Services, Hedge Funds, FX Options, Banking, Syndications, FX Operations
Education
Temple University
Deutsche Bank 2013 - Present
HSBC 2000 - 2013
Bankers Trust 1989 - 1999
Skills
Capital Markets, Financial Markets, Investment Banking, Fixed Income, Derivatives, Risk Management, Equities, Financial Services, Hedge Funds, FX Options, Banking, Syndications, FX Operations
Education
Temple University
Harry Moreno's Bankers Trust Experience September 1987 - August 1995
Job Senior Vice President at DZ BANK AG
Industry Financial Services
Experience
DZ BANK AG November 2013 - Present
Bank of America Merrill Lynch March 2011 - November 2013
Banco Santander September 2002 - February 2011
Commerzbank AG August 1997 - September 2002
Bankers Trust September 1987 - August 1995
Skills
Structured Trade Finance, Structured Trade, Latin America, Structured Finance, Capital Markets, Project Finance, Financial Structuring, Investment Banking, Trade Finance, Emerging Markets, Export Finance
Education
Stony Brook University
Economics
DZ BANK AG November 2013 - Present
Bank of America Merrill Lynch March 2011 - November 2013
Banco Santander September 2002 - February 2011
Commerzbank AG August 1997 - September 2002
Bankers Trust September 1987 - August 1995
Skills
Structured Trade Finance, Structured Trade, Latin America, Structured Finance, Capital Markets, Project Finance, Financial Structuring, Investment Banking, Trade Finance, Emerging Markets, Export Finance
Education
Stony Brook University
Economics
Anthony Contessa's Bankers Trust Experience September 1991 - November 1993
Job Managing Director at Second Bridge Capital
Industry Financial Services
Experience
Second Bridge Capital March 2012 - Present
Swiss Re October 2001 - March 2012
Munich Re Asset Management November 1998 - October 2001
Lehman Brothers April 1997 - November 1998
Deloitte & Touche November 1993 - July 1996
Bankers Trust September 1991 - November 1993
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Asset Management, Portfolio Management, Structured Finance, Hedge Funds, Structured Products, Trading, Valuation, Equities, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1986 — 1990
Bachelor of Science (BS), Economics
Second Bridge Capital March 2012 - Present
Swiss Re October 2001 - March 2012
Munich Re Asset Management November 1998 - October 2001
Lehman Brothers April 1997 - November 1998
Deloitte & Touche November 1993 - July 1996
Bankers Trust September 1991 - November 1993
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Asset Management, Portfolio Management, Structured Finance, Hedge Funds, Structured Products, Trading, Valuation, Equities, Risk Management, Financial Risk
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1986 — 1990
Bachelor of Science (BS), Economics
Molly Siegel's Bankers Trust Experience 1983 - 1986
Job Accounts Receivable Collections Specialist
Industry Accounting
Experience
Kimco Realty Corporation February 2010 - June 2013
Sirona Dental Systems February 2009 - January 2010
L.I.D., Ltd. July 2000 - September 2008
JPMorgan Chase 1986 - 1989
Bankers Trust 1983 - 1986
Revlon 1980 - 1983
Skills
Accounting, Collections, Accounts Receivable, Account Reconciliation, Customer Service, Microsoft Excel, Microsoft Word, Analysis, Financial Statements, Invoicing, Public Speaking, Financial Analysis, Training, Management, Accounts Payable, Budgets, Outlook
Education
State University of New York at Albany 1975 — 1979
Bachelor of Science (B.S.), Computer Science and Applied Mathematics
Kimco Realty Corporation February 2010 - June 2013
Sirona Dental Systems February 2009 - January 2010
L.I.D., Ltd. July 2000 - September 2008
JPMorgan Chase 1986 - 1989
Bankers Trust 1983 - 1986
Revlon 1980 - 1983
Skills
Accounting, Collections, Accounts Receivable, Account Reconciliation, Customer Service, Microsoft Excel, Microsoft Word, Analysis, Financial Statements, Invoicing, Public Speaking, Financial Analysis, Training, Management, Accounts Payable, Budgets, Outlook
Education
State University of New York at Albany 1975 — 1979
Bachelor of Science (B.S.), Computer Science and Applied Mathematics
Bina Lokhandwala's Bankers Trust Experience September 1987 - April 1990
Job Application Developer at Town Sports International
Industry Health, Wellness and Fitness
Experience
Town Sports International September 2001 - August 2015
Town Sports International April 1998 - August 2001
Bankers Trust September 1987 - April 1990
Skills
Microsoft Office, Microsoft Excel, Leadership, Team Building, Microsoft Word, PL/SQL, Crystal Reports, Debugging, Data Analysis, Business Intelligence, SSIS, Conversion Optimization, Visual Studio, Accounting, Account Reconciliation, SharePoint, Oracle Financials, Epicor, Visual Basic
Education
The Chubb Institute 1998 — 2000
Associate’s Degree, Computer Programming
The Maharaja Sayajirao University of Baroda 1975 — 1979
Bachelor’s Degree, Accounting
Town Sports International September 2001 - August 2015
Town Sports International April 1998 - August 2001
Bankers Trust September 1987 - April 1990
Skills
Microsoft Office, Microsoft Excel, Leadership, Team Building, Microsoft Word, PL/SQL, Crystal Reports, Debugging, Data Analysis, Business Intelligence, SSIS, Conversion Optimization, Visual Studio, Accounting, Account Reconciliation, SharePoint, Oracle Financials, Epicor, Visual Basic
Education
The Chubb Institute 1998 — 2000
Associate’s Degree, Computer Programming
The Maharaja Sayajirao University of Baroda 1975 — 1979
Bachelor’s Degree, Accounting
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation