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
Caryn Lamping Caryn Lamping's Bankers Trust Experience 1985 - 1988
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bankers Trust 1985 - 1988
Education
University of Connecticut
Bankers Trust 1985 - 1988
Education
University of Connecticut
Bill Stockton Bill Stockton's Bankers Trust Experience 1994 - 1999
Job
Industry Information Technology and Services
Experience
Deutsche Bank July 1994 - October 2012
Deutsche Bank ( New York) 1994 - August 2011
Three Days of Rain, LLC 1998 - 2007
Bankers Trust - Deutsche Bank 1994 - 1999
Bankers Trust 1994 - 1999
Skills
Business Analysis, Program Management, Vendor Management, IT Strategy, Outsourcing, Management, ITIL, Business Process..., IT Management, Project Management, Knowledge Management, Leadership, Process Improvement, Software Project..., Risk Management, Knowledge Sharing, KCS, IT Service Management, Consulting, Data Center, PMO, Project Delivery, Infrastructure, Governance, Service Delivery, Project Portfolio..., Enterprise Architecture, Stakeholder Management, Business Transformation, SDLC, Offshoring, PMP, IT Operations, IT Outsourcing, Service Management, Information Technology
Education
University of North Carolina at Chapel Hill 1980 — 1985
Bachelor of Arts (B.A.), Psychology
Deutsche Bank July 1994 - October 2012
Deutsche Bank ( New York) 1994 - August 2011
Three Days of Rain, LLC 1998 - 2007
Bankers Trust - Deutsche Bank 1994 - 1999
Bankers Trust 1994 - 1999
Skills
Business Analysis, Program Management, Vendor Management, IT Strategy, Outsourcing, Management, ITIL, Business Process..., IT Management, Project Management, Knowledge Management, Leadership, Process Improvement, Software Project..., Risk Management, Knowledge Sharing, KCS, IT Service Management, Consulting, Data Center, PMO, Project Delivery, Infrastructure, Governance, Service Delivery, Project Portfolio..., Enterprise Architecture, Stakeholder Management, Business Transformation, SDLC, Offshoring, PMP, IT Operations, IT Outsourcing, Service Management, Information Technology
Education
University of North Carolina at Chapel Hill 1980 — 1985
Bachelor of Arts (B.A.), Psychology
David Reiss David Reiss's Bankers Trust Experience March 1994 - June 2000
Job Principal
Industry Financial Services
Experience
Brookville Advisory 2011 - Present
Morgan Stanley / Frontpoint Partners December 2006 - June 2011
Brookville Capital Management 2002 - 2011
Bankers Trust March 1994 - June 2000
Kidder Peabody September 1989 - March 1994
Skills
Portfolio Management, Bonds, High Yield, Management, Valuation, Financial Modeling, Private Equity, Hedge Funds, Investments, Equities, Due Diligence, Capital Markets, Mergers & Acquisitions, Asset Management, Alternative Investments, Fixed Income, Financial Analysis, Equity Research, Emerging Markets
Education
Wharton School of Business 1986 — 1988
MBA, Finance, General
University of Pennsylvania 1980 — 1984
Bachelor's degree, Mathematics
Brookville Advisory 2011 - Present
Morgan Stanley / Frontpoint Partners December 2006 - June 2011
Brookville Capital Management 2002 - 2011
Bankers Trust March 1994 - June 2000
Kidder Peabody September 1989 - March 1994
Skills
Portfolio Management, Bonds, High Yield, Management, Valuation, Financial Modeling, Private Equity, Hedge Funds, Investments, Equities, Due Diligence, Capital Markets, Mergers & Acquisitions, Asset Management, Alternative Investments, Fixed Income, Financial Analysis, Equity Research, Emerging Markets
Education
Wharton School of Business 1986 — 1988
MBA, Finance, General
University of Pennsylvania 1980 — 1984
Bachelor's degree, Mathematics
Richard Diamond Richard Diamond's Bankers Trust Experience September 1987 - January 1988
Job Managing Director at The Cowen Group
Industry Investment Management
Experience
Ramius LLC September 2000 - Present
RBC January 1999 - September 2000
Bankers Trust September 1987 - January 1988
Skills
Proprietary Trading, Trading Strategies, Futures Trading, Technical Analysis, Hedge Funds, Global Macro, Asset Management, Portfolio Management, Derivatives, Fixed Income, Equities, Alternative Investments, Trading
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1972 — 1976
Bachelor of Arts (B.A.), Economics
Ramius LLC September 2000 - Present
RBC January 1999 - September 2000
Bankers Trust September 1987 - January 1988
Skills
Proprietary Trading, Trading Strategies, Futures Trading, Technical Analysis, Hedge Funds, Global Macro, Asset Management, Portfolio Management, Derivatives, Fixed Income, Equities, Alternative Investments, Trading
Education
University of Pennsylvania - The Wharton School 1976 — 1978
Master of Business Administration (MBA), Finance, General
University of Maryland College Park 1972 — 1976
Bachelor of Arts (B.A.), Economics
Greg Means Greg Means's Bankers Trust Experience June 2008 - Present
Job Officer, Assistant Manager Bankers Trust
Industry Financial Services
Experience
Bankers Trust June 2008 - Present
Skills
Banking, Customer Service, Leadership
Education
University of Iowa 1998 — 2003
Bachelor of Arts (B.A.), Psychology and Communications
Iowa Bankers Associaiton
Iowa School of Banking
Bankers Trust June 2008 - Present
Skills
Banking, Customer Service, Leadership
Education
University of Iowa 1998 — 2003
Bachelor of Arts (B.A.), Psychology and Communications
Iowa Bankers Associaiton
Iowa School of Banking
Abbie Thompson Abbie Thompson's Bankers Trust Experience 2010 - Present
Job AVP, Commercial Loan Operations Supervisor at Bankers Trust
Industry Financial Services
Experience
Bankers Trust 2010 - Present
Education
University of Northern Iowa 1994 — 1999
Bankers Trust 2010 - Present
Education
University of Northern Iowa 1994 — 1999
Dale Levesque, AAP Dale Levesque, AAP's Bankers Trust Experience July 2013 - Present
Job VP, Treasury Management at Bankers Trust
Industry Banking
Experience
Bankers Trust July 2013 - Present
Meridian Bank February 2012 - July 2013
AmTrust Bank May 2011 - February 2012
National Bank of Arizona August 2007 - May 2011
Wells Fargo Bank November 2004 - August 2007
Skills
Commercial Banking, Banking, Treasury Management, Portfolio Management, Merchant Services, Cash Management, Treasury Services, Relationship Management, ACH, Electronic Payments, Credit Cards, Internet Banking, Cross Selling, Payment Card Processing, Payments, Banking Relationships, Treasury, Lockbox, Positive Pay, Sweep Accounts, Remote Deposit Capture, Account Reconciliation, Account Management, Depository Services
Education
University of Maryland University College 2008 — 2010
Master of Science, Financial Management and Information Systems
University of Phoenix 2004 — 2006
Bachelor of Science, Business and Marketing
Eastern Arizona College 2002 — 2004
Associate
Bankers Trust July 2013 - Present
Meridian Bank February 2012 - July 2013
AmTrust Bank May 2011 - February 2012
National Bank of Arizona August 2007 - May 2011
Wells Fargo Bank November 2004 - August 2007
Skills
Commercial Banking, Banking, Treasury Management, Portfolio Management, Merchant Services, Cash Management, Treasury Services, Relationship Management, ACH, Electronic Payments, Credit Cards, Internet Banking, Cross Selling, Payment Card Processing, Payments, Banking Relationships, Treasury, Lockbox, Positive Pay, Sweep Accounts, Remote Deposit Capture, Account Reconciliation, Account Management, Depository Services
Education
University of Maryland University College 2008 — 2010
Master of Science, Financial Management and Information Systems
University of Phoenix 2004 — 2006
Bachelor of Science, Business and Marketing
Eastern Arizona College 2002 — 2004
Associate
Ashley Buntrock, CPA Ashley Buntrock, CPA's Bankers Trust Experience 2005 - 2008
Job Accounting Manager at Mittera Group
Industry Accounting
Experience
Mittera Group July 2015 - Present
Cummings Keegan & Co., PLLP December 2013 - July 2015
Minnesota School of Business January 2015 - June 2015
PricewaterhouseCoopers July 2011 - December 2013
AEGON Americas June 2010 - September 2010
State of Iowa July 2009 - November 2009
Bankers Trust 2005 - 2008
Skills
Accounting, CPA, Tax Research, Microsoft Excel, Sales Tax, Big 4, Microsoft Word, Time Management, State Tax, US GAAP, CCH Intelliconnect, Corporate Tax, Payroll, Tax Accounting, Income Tax, Partnership Taxation, Financial Statements, US Tax, Account Reconciliation, S Corporations, QuickBooks, Payroll Taxes, Personal Income Tax...
Education
University of Northern Iowa 2006 — 2011
Bachelor of Arts (B.A.), Accounting
Mittera Group July 2015 - Present
Cummings Keegan & Co., PLLP December 2013 - July 2015
Minnesota School of Business January 2015 - June 2015
PricewaterhouseCoopers July 2011 - December 2013
AEGON Americas June 2010 - September 2010
State of Iowa July 2009 - November 2009
Bankers Trust 2005 - 2008
Skills
Accounting, CPA, Tax Research, Microsoft Excel, Sales Tax, Big 4, Microsoft Word, Time Management, State Tax, US GAAP, CCH Intelliconnect, Corporate Tax, Payroll, Tax Accounting, Income Tax, Partnership Taxation, Financial Statements, US Tax, Account Reconciliation, S Corporations, QuickBooks, Payroll Taxes, Personal Income Tax...
Education
University of Northern Iowa 2006 — 2011
Bachelor of Arts (B.A.), Accounting
Dave Arens Dave Arens's Bankers Trust Experience 1994 - 2003
Job Vice President & Wealth Advisor at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2004 - Present
Quester Linquistics 2003 - 2004
Bankers Trust 1994 - 2003
Bank of America 1989 - 1994
Bankers Trust 1984 - 1989
Skills
Private Banking, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Wealth Management, Retirement Planning, Credit, Asset Managment, Investments, Estate Planning, Banking, Small Business Lending, Strategic Financial..., Risk Management, Securities, Investment Advisory, Consumer Lending, Cross Selling
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1984
MA, Economics
University of Iowa 1977 — 1982
BA, Zoology
GDMLI
Wells Fargo April 2004 - Present
Quester Linquistics 2003 - 2004
Bankers Trust 1994 - 2003
Bank of America 1989 - 1994
Bankers Trust 1984 - 1989
Skills
Private Banking, Loans, Commercial Lending, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Wealth Management, Retirement Planning, Credit, Asset Managment, Investments, Estate Planning, Banking, Small Business Lending, Strategic Financial..., Risk Management, Securities, Investment Advisory, Consumer Lending, Cross Selling
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1984
MA, Economics
University of Iowa 1977 — 1982
BA, Zoology
GDMLI
Sal Bommarito Sal Bommarito's Bankers Trust Experience 1984 - 1990
Job Writer at Self employed
Industry Investment Banking
Experience
Self Employed 1994 - Present
Twin Capital, Inc. 1994 - 2013
AXA 1999 - 2001
Chemical Bank 1990 - 1994
Bankers Trust 1984 - 1990
Gelco Corporation 1980 - 1984
Manufacturers Hanover Trust 1971 - 1980
Skills
Strategic Planning, Private Equity, Mergers & Acquisitions, Public Speaking, Investment Banking, Social Media, Fundraising, Due Diligence, Nonprofits, Communications
Education
Fordam University 1972 — 1974
Master of Business Administration (MBA), Business/Commerce, General
University of Notre Dame 1966 — 1970
AB, Sociology
Self Employed 1994 - Present
Twin Capital, Inc. 1994 - 2013
AXA 1999 - 2001
Chemical Bank 1990 - 1994
Bankers Trust 1984 - 1990
Gelco Corporation 1980 - 1984
Manufacturers Hanover Trust 1971 - 1980
Skills
Strategic Planning, Private Equity, Mergers & Acquisitions, Public Speaking, Investment Banking, Social Media, Fundraising, Due Diligence, Nonprofits, Communications
Education
Fordam University 1972 — 1974
Master of Business Administration (MBA), Business/Commerce, General
University of Notre Dame 1966 — 1970
AB, Sociology
Suet-Nie Wong Suet-Nie Wong's Bankers Trust Experience 1998 - 1999
Job Experienced Treasury Control Analyst seeking for opportunity in the financial and banking industries.
Industry Investment Banking
Experience
UniCredit Markets & Investment Banking December 2000 - December 2012
HSBC Investments 2000 - 2001
Bankers Trust 1998 - 1999
Skills
Bloomberg, Fixed Income, Derivatives, Market Data, Bloomberg Terminal, FX Options, Futures, Interest Rate Swaps, Swaptions, microsoft access, Microsoft Excel, Corporate Actions, Financial Reporting, Kondor+, Microsoft Exchange, Lotus Notes, Atlas, Midas Plus, Account Reconciliation
Education
University of Nebraska-Lincoln 1994 — 1996
Bachelor of Science (B.S.), Finance
UniCredit Markets & Investment Banking December 2000 - December 2012
HSBC Investments 2000 - 2001
Bankers Trust 1998 - 1999
Skills
Bloomberg, Fixed Income, Derivatives, Market Data, Bloomberg Terminal, FX Options, Futures, Interest Rate Swaps, Swaptions, microsoft access, Microsoft Excel, Corporate Actions, Financial Reporting, Kondor+, Microsoft Exchange, Lotus Notes, Atlas, Midas Plus, Account Reconciliation
Education
University of Nebraska-Lincoln 1994 — 1996
Bachelor of Science (B.S.), Finance
William Graber's Bankers Trust Experience January 1974 - January 1978
Job WEG Finance Consultants
Industry Banking
Experience
WEG Finance Consultants August 2011 - Present
Rumson Fair- Haven Bank & Trust March 2010 - August 2011
Northfield Bank February 2004 - October 2009
SI Bank and Trust January 2003 - January 2004
Independence Community Bank January 1996 - January 2003
United National Bank January 1994 - January 1996
Constellation Bank January 1985 - January 1994
Midlantic National Bank January 1980 - January 1984
New Jersey National Bank January 1978 - January 1980
Bankers Trust January 1974 - January 1978
Skills
Commercial Lending, Banking Relationships, Loan Officers, Closings, Small Business Lending, Banking, Loans, Credit Analysis, Commercial Mortgages, Financial Analysis, Finance, Loan Servicing, Mortgage Lending, Credit, Small Business, Loan Origination, Budgets, New Business Development, Portfolio Management, Financial Structuring, Financial Services, Commercial Real Estate, Negotiation, Real Estate, Leadership, Commercial Banking, Sales, Management
Education
America's Community Bankers Association 1997 — 1999
Certificate
New York Institute of Credit 1974 — 1976
Certificate, Credit and Financial analysis
University of Louisville 1968 — 1972
Bachelor of Science
Asbury Park High School 1964 — 1968
University of Louisville
Bachelor's degree, Sociology
WEG Finance Consultants August 2011 - Present
Rumson Fair- Haven Bank & Trust March 2010 - August 2011
Northfield Bank February 2004 - October 2009
SI Bank and Trust January 2003 - January 2004
Independence Community Bank January 1996 - January 2003
United National Bank January 1994 - January 1996
Constellation Bank January 1985 - January 1994
Midlantic National Bank January 1980 - January 1984
New Jersey National Bank January 1978 - January 1980
Bankers Trust January 1974 - January 1978
Skills
Commercial Lending, Banking Relationships, Loan Officers, Closings, Small Business Lending, Banking, Loans, Credit Analysis, Commercial Mortgages, Financial Analysis, Finance, Loan Servicing, Mortgage Lending, Credit, Small Business, Loan Origination, Budgets, New Business Development, Portfolio Management, Financial Structuring, Financial Services, Commercial Real Estate, Negotiation, Real Estate, Leadership, Commercial Banking, Sales, Management
Education
America's Community Bankers Association 1997 — 1999
Certificate
New York Institute of Credit 1974 — 1976
Certificate, Credit and Financial analysis
University of Louisville 1968 — 1972
Bachelor of Science
Asbury Park High School 1964 — 1968
University of Louisville
Bachelor's degree, Sociology
Alyssa Stanek Alyssa Stanek's Bankers Trust Experience May 2011 - May 2013
Job Marketing Communications Specialist
Industry Hospital & Health Care
Experience
UnityPoint Health - Fort Dodge February 2014 - Present
Heartland Communications Group May 2013 - January 2014
Bankers Trust May 2011 - May 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, HTML, Marketing Communications, Illustrator, Teamwork, Event Planning, InDesign, Research, Public Speaking, Public Relations
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
UnityPoint Health - Fort Dodge February 2014 - Present
Heartland Communications Group May 2013 - January 2014
Bankers Trust May 2011 - May 2013
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, HTML, Marketing Communications, Illustrator, Teamwork, Event Planning, InDesign, Research, Public Speaking, Public Relations
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Myla Bushman Myla Bushman's Bankers Trust Experience August 2013 - Present
Job Vice President Private Banking Officer at Bankers Trust
Industry Banking
Experience
Bankers Trust August 2013 - Present
Skills
Finance, Small Business, Private Banking, Commercial Lending, Mortgage Lending, Commercial Banking, Loan Origination, Credit Analysis, Investments, Retail Banking, Portfolio Management, Wealth Management, Mortgage Banking, Retirement Planning, Strategic Financial..., Cash Management, Financial Analysis, Treasury Management, Underwriting, Refinance
Education
University of Arizona 1985 — 1988
Business Administration, Management and Operations
Aberdeen Central
Bankers Trust August 2013 - Present
Skills
Finance, Small Business, Private Banking, Commercial Lending, Mortgage Lending, Commercial Banking, Loan Origination, Credit Analysis, Investments, Retail Banking, Portfolio Management, Wealth Management, Mortgage Banking, Retirement Planning, Strategic Financial..., Cash Management, Financial Analysis, Treasury Management, Underwriting, Refinance
Education
University of Arizona 1985 — 1988
Business Administration, Management and Operations
Aberdeen Central
Susan Jarrett Susan Jarrett's Bankers Trust Experience 1982 - 1986
Job Credentialed Trainer Cupid and Ambulatory Providers at Montefiore Health System
Industry Hospital & Health Care
Experience
Montefiore Health System December 2014 - Present
UNC Health Care December 2013 - Present
University of Arizona Medical Center June 2013 - November 2013
Norton Healthcare January 2013 - March 2013
NYU Langone Medical Center July 2012 - January 2013
Morgan Stanley 1986 - 2012
Bankers Trust 1982 - 1986
KPMG 1980 - 1982
University of Pennsylvania 1978 - 1980
Skills
Project Management, Risk Management, Training, Disaster Recovery, Leadership, Telecommunications, Operations Management, Risk Assessment, Vendor Management, Change Management, Program Management, Budgets, Business Analysis, Business Process..., CPOE, Documentation, Epic Systems, Healthcare Information..., Leadership Development, Management
Education
University of North Carolina at Greensboro
Bachelors of Arts, Education
Montefiore Health System December 2014 - Present
UNC Health Care December 2013 - Present
University of Arizona Medical Center June 2013 - November 2013
Norton Healthcare January 2013 - March 2013
NYU Langone Medical Center July 2012 - January 2013
Morgan Stanley 1986 - 2012
Bankers Trust 1982 - 1986
KPMG 1980 - 1982
University of Pennsylvania 1978 - 1980
Skills
Project Management, Risk Management, Training, Disaster Recovery, Leadership, Telecommunications, Operations Management, Risk Assessment, Vendor Management, Change Management, Program Management, Budgets, Business Analysis, Business Process..., CPOE, Documentation, Epic Systems, Healthcare Information..., Leadership Development, Management
Education
University of North Carolina at Greensboro
Bachelors of Arts, Education
Jane Curley Jane Curley's Bankers Trust Experience 1997 - 1999
Job Bank of America
Industry Financial Services
Experience
Bank of America 2012 - Present
Bank of America 2008 - 2011
Belk School of Business, UNC Charlotte 2005 - 2005
Merrill Lynch 1999 - 2002
Deutsche Bank 1999 - 1999
Bankers Trust 1997 - 1999
Skills
Fixed Income, Equities, Interest Rate..., Interest Rate Swaps, FX Derivatives, Risk Management, Market Risk, Quantitative Risk, Model Validation, Model Development, Quantitative Models, Portfolio Risk, Equity Research, Quantitative Equity..., Index Arbitrage, Portfolio Optimization, Portfolio Management, Statistical Arbitrage, Quantitative Research, Quantitative Management, Excel, VBA, R, Matlab, C++, SQL, Fortran, Derivatives, Quantitative Analytics, Asset Management, Capital Markets, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Statistics and Operations Research
UC Santa Cruz
BA, Economics
UNC Charlotte
MS, Mathematical Finance
Bank of America 2012 - Present
Bank of America 2008 - 2011
Belk School of Business, UNC Charlotte 2005 - 2005
Merrill Lynch 1999 - 2002
Deutsche Bank 1999 - 1999
Bankers Trust 1997 - 1999
Skills
Fixed Income, Equities, Interest Rate..., Interest Rate Swaps, FX Derivatives, Risk Management, Market Risk, Quantitative Risk, Model Validation, Model Development, Quantitative Models, Portfolio Risk, Equity Research, Quantitative Equity..., Index Arbitrage, Portfolio Optimization, Portfolio Management, Statistical Arbitrage, Quantitative Research, Quantitative Management, Excel, VBA, R, Matlab, C++, SQL, Fortran, Derivatives, Quantitative Analytics, Asset Management, Capital Markets, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Statistics and Operations Research
UC Santa Cruz
BA, Economics
UNC Charlotte
MS, Mathematical Finance
Michael Whitted Michael Whitted's Bankers Trust Experience 1995 - 1997
Job VP, Corporate Development and Corporate Officer at SPX Corporation.
Industry Mechanical or Industrial Engineering
Experience
SPX Corporation 2001 - Present
Bear Stearns 1998 - 2001
CIBC World Markets 1997 - 1998
Bankers Trust 1995 - 1997
Skills
Divestitures, Investment Banking, Acquisitions, Joint Ventures, Mergers, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Strategy, Financial Analysis, Business Development, Portfolio Management, Product Management, Business Strategy, Competitive Analysis, Financial Services, Investments, Mergers & Acquisitions, Acquisition Integration, Corporate Development, M
Education
University of Michigan 1990 — 1994
BBA, Finance
Cranbrook Kingswood 1986 — 1990
High School
SPX Corporation 2001 - Present
Bear Stearns 1998 - 2001
CIBC World Markets 1997 - 1998
Bankers Trust 1995 - 1997
Skills
Divestitures, Investment Banking, Acquisitions, Joint Ventures, Mergers, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Strategy, Financial Analysis, Business Development, Portfolio Management, Product Management, Business Strategy, Competitive Analysis, Financial Services, Investments, Mergers & Acquisitions, Acquisition Integration, Corporate Development, M
Education
University of Michigan 1990 — 1994
BBA, Finance
Cranbrook Kingswood 1986 — 1990
High School
Ben Tregoe Ben Tregoe's Bankers Trust Experience July 1993 - July 1995
Job SVP Business Development at Nanigans
Industry Marketing and Advertising
Experience
Nanigans November 2011 - Present
RiffWare 2005 - December 2011
Good Connective April 2010 - October 2011
getsugar December 2003 - October 2011
GoldPocket Interactive September 2002 - October 2003
Moeo December 2000 - September 2002
Disney ABC Television Group 1999 - 2000
Lazard September 1995 - September 1996
Bankers Trust July 1993 - July 1995
Cushman & Wakefield July 1992 - July 1993
Skills
Start-ups, Mobile Devices, Entrepreneurship, Business Development, Product Development, Partnerships, Sales, Digital Media, Online Advertising, Digital Marketing, Strategic Partnerships, Digital Strategy
Education
University of Pennsylvania 1990 — 1992
Bachelor of Arts, American History
Groton 1982 — 1986
Nanigans November 2011 - Present
RiffWare 2005 - December 2011
Good Connective April 2010 - October 2011
getsugar December 2003 - October 2011
GoldPocket Interactive September 2002 - October 2003
Moeo December 2000 - September 2002
Disney ABC Television Group 1999 - 2000
Lazard September 1995 - September 1996
Bankers Trust July 1993 - July 1995
Cushman & Wakefield July 1992 - July 1993
Skills
Start-ups, Mobile Devices, Entrepreneurship, Business Development, Product Development, Partnerships, Sales, Digital Media, Online Advertising, Digital Marketing, Strategic Partnerships, Digital Strategy
Education
University of Pennsylvania 1990 — 1992
Bachelor of Arts, American History
Groton 1982 — 1986
Ronald Kubik Ronald Kubik's Bankers Trust Experience January 1987 - January 1999
Job Derivatives Application Specialist
Industry Financial Services
Experience
Deutsche Bank January 1999 - January 2009
Bankers Trust January 1987 - January 1999
Fordham University January 1983 - January 1987
Long Island University January 1981 - January 1983
Skills
Business Analysis, Derivatives, Disaster Recovery, Market Data, SDLC, Leadership, Capital Markets, Equities, Databases, Trading Systems, Trading, Troubleshooting, Investment Banking, Back Office, Management, Risk Management, Fixed Income, Financial Risk
Education
University of Idaho 1973 — 1978
B.A, English
Deutsche Bank January 1999 - January 2009
Bankers Trust January 1987 - January 1999
Fordham University January 1983 - January 1987
Long Island University January 1981 - January 1983
Skills
Business Analysis, Derivatives, Disaster Recovery, Market Data, SDLC, Leadership, Capital Markets, Equities, Databases, Trading Systems, Trading, Troubleshooting, Investment Banking, Back Office, Management, Risk Management, Fixed Income, Financial Risk
Education
University of Idaho 1973 — 1978
B.A, English
CURTIS WOODMAN CURTIS WOODMAN's Bankers Trust Experience January 1998 - January 2001
Job Jazz Pianist, Composer, Producer
Industry Music
Experience
SunTouch Productions Ltd February 2010 - Present
Inter-Securities, LTD June 2009 - Present
KSP Capital Management LLC June 2004 - May 2009
Presidio Management LLC April 2002 - May 2004
Bankers Trust January 1998 - January 2001
Union Bank of Switzerland January 1995 - December 1997
Merrill Lynch January 1990 - January 1995
Education
University of Oregon 1982 — 1986
B.S., Economics, Finance, English
Berklee College of Music 1978 — 1980
Jazz Piano and Composition
Moses Brown 1976 — 1978
Thatcher School 1974 — 1976
SunTouch Productions Ltd February 2010 - Present
Inter-Securities, LTD June 2009 - Present
KSP Capital Management LLC June 2004 - May 2009
Presidio Management LLC April 2002 - May 2004
Bankers Trust January 1998 - January 2001
Union Bank of Switzerland January 1995 - December 1997
Merrill Lynch January 1990 - January 1995
Education
University of Oregon 1982 — 1986
B.S., Economics, Finance, English
Berklee College of Music 1978 — 1980
Jazz Piano and Composition
Moses Brown 1976 — 1978
Thatcher School 1974 — 1976
Todd Nussinow, MAS Todd Nussinow, MAS's Bankers Trust Experience 1984 - 1987
Job Account Executive/Branding Expert at ePromos Promotional Products
Industry Marketing and Advertising
Experience
ePromos Promotional Products May 2010 - Present
SunGraphix January 2009 - January 2010
Geiger March 2008 - January 2009
To a T Promotional Advertising June 2002 - September 2007
American Falcon Corp May 1990 - June 2002
Mabon Nugent & Co March 1986 - April 1990
Banker's Trust 1984 - 1987
Skills
Promotional Products, Sales Management, Product Development, Customer Relations, Corporate Gifts, Advertising, Direct Marketing, Customer Service, Trade Shows, Sales, Marketing, Training, Management, B2B, Email Marketing, Social Media Marketing, Online Advertising, Customer Satisfaction, Marketing Strategy, Creative Direction, Lead Generation
Education
NASD
Promotional Products Assn Int'l.
Master Advertising Specialist
University of Maine
BS, Business Administration
ePromos Promotional Products May 2010 - Present
SunGraphix January 2009 - January 2010
Geiger March 2008 - January 2009
To a T Promotional Advertising June 2002 - September 2007
American Falcon Corp May 1990 - June 2002
Mabon Nugent & Co March 1986 - April 1990
Banker's Trust 1984 - 1987
Skills
Promotional Products, Sales Management, Product Development, Customer Relations, Corporate Gifts, Advertising, Direct Marketing, Customer Service, Trade Shows, Sales, Marketing, Training, Management, B2B, Email Marketing, Social Media Marketing, Online Advertising, Customer Satisfaction, Marketing Strategy, Creative Direction, Lead Generation
Education
NASD
Promotional Products Assn Int'l.
Master Advertising Specialist
University of Maine
BS, Business Administration
Rick Tange Rick Tange's Bankers Trust Experience January 1994 - January 1995
Job Regional Operations Manager at Comcast
Industry Telecommunications
Experience
Comcast Cable September 2008 - Present
Comcast Cable August 2005 - September 2008
Comcast August 2002 - August 2005
Comcast Cable January 2002 - August 2002
UW - Madison January 1997 - January 2001
Bankers Trust January 1994 - January 1995
Skills
Microsoft SQL Server, Microsoft Reporting..., SharePoint, SQL, Trend Forecasting, VoIP, Process Improvement, Cross-functional Team..., Strategy, Data Analysis, Performance Improvement, Leadership, Business Process, Analysis, Training, Call Center, Call Centers, Management, Vendor Management, Customer Retention, Broadband, Forecasting
Education
University of Wisconsin-Madison 1995 — 2000
MA, Political Science
University of California, Los Angeles 1988 — 1993
BA, History / Politcal Science
University Fellow
B.A, Political Science and History Double
University of Wisconsin
M.A, Political Science
Comcast Cable September 2008 - Present
Comcast Cable August 2005 - September 2008
Comcast August 2002 - August 2005
Comcast Cable January 2002 - August 2002
UW - Madison January 1997 - January 2001
Bankers Trust January 1994 - January 1995
Skills
Microsoft SQL Server, Microsoft Reporting..., SharePoint, SQL, Trend Forecasting, VoIP, Process Improvement, Cross-functional Team..., Strategy, Data Analysis, Performance Improvement, Leadership, Business Process, Analysis, Training, Call Center, Call Centers, Management, Vendor Management, Customer Retention, Broadband, Forecasting
Education
University of Wisconsin-Madison 1995 — 2000
MA, Political Science
University of California, Los Angeles 1988 — 1993
BA, History / Politcal Science
University Fellow
B.A, Political Science and History Double
University of Wisconsin
M.A, Political Science
Ted Economos Ted Economos's Bankers Trust Experience August 2010 - Present
Job Vice President Treasury Services at Bankers Trust
Industry Banking
Experience
Bankers Trust August 2010 - Present
Wells Fargo February 2005 - July 2010
Community State Bank April 2000 - December 2005
The Principal Financial Group July 1986 - March 2000
Skills
Small Business Lending, Banking, Customer Relations, New Business Development, Treasury Services, Commercial Lending, Customer Service, Credit Analysis, Loans, Management, Credit, Commercial Banking, Business Development, Treasury Management, Relationship Management, Finance, Portfolio Management, Underwriting, Mortgage Lending, Consumer Lending, Credit Risk, Financial Services, Strategic Financial..., Retail Banking, Construction Loans, Lines Of Credit, Mortgage Banking, SBA, Private Banking, Investments, Commercial Mortgages, ACH, Cross Selling, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Residential Mortgages, Loan Origination, Financial Analysis, Refinance, Securities, Retirement Planning, FHA, Corporate Finance, Asset Management, Wealth Management, Financial Planning
Education
The University of Iowa
Bachelor of Business Administration (BBA), Marketing & Economics
University of Iowa
BBA, Marketing Major, Economics Minor
Bankers Trust August 2010 - Present
Wells Fargo February 2005 - July 2010
Community State Bank April 2000 - December 2005
The Principal Financial Group July 1986 - March 2000
Skills
Small Business Lending, Banking, Customer Relations, New Business Development, Treasury Services, Commercial Lending, Customer Service, Credit Analysis, Loans, Management, Credit, Commercial Banking, Business Development, Treasury Management, Relationship Management, Finance, Portfolio Management, Underwriting, Mortgage Lending, Consumer Lending, Credit Risk, Financial Services, Strategic Financial..., Retail Banking, Construction Loans, Lines Of Credit, Mortgage Banking, SBA, Private Banking, Investments, Commercial Mortgages, ACH, Cross Selling, Financial Risk, Asset Based Lending, Cash Management, Risk Management, Residential Mortgages, Loan Origination, Financial Analysis, Refinance, Securities, Retirement Planning, FHA, Corporate Finance, Asset Management, Wealth Management, Financial Planning
Education
The University of Iowa
Bachelor of Business Administration (BBA), Marketing & Economics
University of Iowa
BBA, Marketing Major, Economics Minor
Denny O'Donnell Denny O'Donnell's Bankers Trust Experience August 2013 - Present
Job VP, Mortgage at Bankers Trust
Industry Computer Software
Experience
Bankers Trust August 2013 - Present
WebEquity Solutions August 2010 - July 2011
Magnum 2004 - 2010
Magnum Chandler 2003 - 2010
New Century Mortgage 2001 - 2006
Washington Mutual, Inc. January 1997 - January 2001
NationsCredit 1995 - 1996
Education
University of Nebraska-Lincoln 1987 — 1991
Finance
Harvard High School 1983 — 1987
College Prep
Bankers Trust August 2013 - Present
WebEquity Solutions August 2010 - July 2011
Magnum 2004 - 2010
Magnum Chandler 2003 - 2010
New Century Mortgage 2001 - 2006
Washington Mutual, Inc. January 1997 - January 2001
NationsCredit 1995 - 1996
Education
University of Nebraska-Lincoln 1987 — 1991
Finance
Harvard High School 1983 — 1987
College Prep
Lucien Burnett Lucien Burnett's Bankers Trust Experience May 1980 - May 1997
Job Partner at Atrevida Partners, LLC
Industry Investment Management
Experience
Atrevida Partners, LLC July 2015 - Present
Saguenay Strathmore Capital May 2004 - June 2015
AIGFP May 1997 - May 2004
Bankers Trust May 1980 - May 1997
Education
University of North Carolina at Chapel Hill
BA Economics
Atrevida Partners, LLC July 2015 - Present
Saguenay Strathmore Capital May 2004 - June 2015
AIGFP May 1997 - May 2004
Bankers Trust May 1980 - May 1997
Education
University of North Carolina at Chapel Hill
BA Economics
Jeffrey R. Diehl's Bankers Trust Experience 1991 - 1991
Job Managing Partner at Strategic Sovereign Advisors LLC
Industry Investment Banking
Experience
Strategic Sovereign Advisors LLC May 2015 - Present
Business Council for International Understanding (BCIU) April 2014 - Present
HSBC Securities August 2013 - April 2015
HSBC August 2011 - August 2013
HSBC 1996 - September 2011
HSBC 1996 - September 2011
Smith Barney, Inc January 1994 - January 1996
Swiss Bank Corporation January 1991 - January 1994
First Boston Corporation January 1984 - January 1991
Bankers Trust 1991 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, International Finance
University of Michigan 1974 — 1977
BA, Psychology
Strategic Sovereign Advisors LLC May 2015 - Present
Business Council for International Understanding (BCIU) April 2014 - Present
HSBC Securities August 2013 - April 2015
HSBC August 2011 - August 2013
HSBC 1996 - September 2011
HSBC 1996 - September 2011
Smith Barney, Inc January 1994 - January 1996
Swiss Bank Corporation January 1991 - January 1994
First Boston Corporation January 1984 - January 1991
Bankers Trust 1991 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Financial Markets, Derivatives, Corporate Finance, Risk Management, Investments, Banking, Trading, Securitization, Financial Risk, Credit, Cash Management, Funding, Loans, Strategic Planning, Leveraged Finance, Management, Leadership, Currency, New Business Development, Hedge Funds, Asset Management, Treasury Management, FX Options, Bonds, Finance, Financial Institutions, Hedging, Project Finance, Treasury, Trade Finance, Relationship Management, Operational Risk, Investment Management, Commercial Banking, Strategic Financial..., Structured Products, Emerging Markets, Portfolio Management, Structured Finance, Strategy, Financial Services, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, International Finance
University of Michigan 1974 — 1977
BA, Psychology
Alexander McKown's Bankers Trust Experience 1984 - 1987
Job Banking Professional
Industry Banking
Experience
Deutsche Bank March 1973 - July 2009
Bankers Trust 1984 - 1987
Skills
Capital Markets, Risk Management, Fixed Income, Financial Markets, Banking, Investment Banking, Structured Products, Asset Management, Strategic Planning, Portfolio Management, Commercial Banking, Mergers & Acquisitions, Equities, Derivatives, Customer Service, Financial Services, Securities, FX Options, Hedge Funds, Financial Risk
Education
University of Pennsylvania
B.A., American Studies
Deutsche Bank March 1973 - July 2009
Bankers Trust 1984 - 1987
Skills
Capital Markets, Risk Management, Fixed Income, Financial Markets, Banking, Investment Banking, Structured Products, Asset Management, Strategic Planning, Portfolio Management, Commercial Banking, Mergers & Acquisitions, Equities, Derivatives, Customer Service, Financial Services, Securities, FX Options, Hedge Funds, Financial Risk
Education
University of Pennsylvania
B.A., American Studies
Darin Woodward, CTP's Bankers Trust Experience April 2012 - Present
Job Vice President, Commercial Banking Product Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust April 2012 - Present
Bankers Trust Company April 2009 - April 2012
Bankers Trust Company April 2007 - April 2009
Bankers Trust August 2004 - April 2007
Bankers Trust December 1996 - August 2004
Skills
Treasury Services..., Treasury product sales, Project Management, Bank Operations..., Operations Management, Treasury Services, Banking, Commercial Banking, Treasury
Education
University of Northern Iowa 1991 — 1993
B.A., Finance
Marshalltown Community College 1989 — 1991
Associate, Business
Bankers Trust April 2012 - Present
Bankers Trust Company April 2009 - April 2012
Bankers Trust Company April 2007 - April 2009
Bankers Trust August 2004 - April 2007
Bankers Trust December 1996 - August 2004
Skills
Treasury Services..., Treasury product sales, Project Management, Bank Operations..., Operations Management, Treasury Services, Banking, Commercial Banking, Treasury
Education
University of Northern Iowa 1991 — 1993
B.A., Finance
Marshalltown Community College 1989 — 1991
Associate, Business
Sarah Fergot's Bankers Trust Experience 1997 - 1998
Job Collateral Risk Manager
Industry Banking
Experience
First Republic Bank March 2009 - Present
Natixis CIB 2006 - August 2008
TriLife Coaching, nyc October 2007 - July 2008
Natixis Capital Markets 2001 - 2006
Natixis Capital Markets 1998 - 2001
Bankers Trust 1997 - 1998
Skills
CRM, Collateral Management, Process Improvement, Risk Analysis, Basel II, Fixed Income, Banking, Portfolio Management, Back Office, Analysis, Derivatives, Capital Markets, Credit, Credit Risk, Hedge Funds, Bloomberg, Training, Trading, Structured Products, Valuation, Finance, Financial Risk, Mutual Funds, Risk Management, Business Requirements, Financial Reporting, Middle Office, Equities, Financial Services, Internal Audit
Education
University of Maine 1993 — 1997
B.S., Business Administration (Finance)
First Republic Bank March 2009 - Present
Natixis CIB 2006 - August 2008
TriLife Coaching, nyc October 2007 - July 2008
Natixis Capital Markets 2001 - 2006
Natixis Capital Markets 1998 - 2001
Bankers Trust 1997 - 1998
Skills
CRM, Collateral Management, Process Improvement, Risk Analysis, Basel II, Fixed Income, Banking, Portfolio Management, Back Office, Analysis, Derivatives, Capital Markets, Credit, Credit Risk, Hedge Funds, Bloomberg, Training, Trading, Structured Products, Valuation, Finance, Financial Risk, Mutual Funds, Risk Management, Business Requirements, Financial Reporting, Middle Office, Equities, Financial Services, Internal Audit
Education
University of Maine 1993 — 1997
B.S., Business Administration (Finance)
Glenn Shimamoto's Bankers Trust Experience 1991 - 1997
Job Operational Risk, Controls, Resiliency Program Manager
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2010 - 2012
Deutsche Bank 1998 - 2010
Bankers Trust 1991 - 1997
Skills
Program Management, Risk Management, Operational Risk, Risk and Control Self..., Business Continuity..., Creative Problem Solving, Business Resiliency..., Global Teamwork, Governance, Project Management, Data Management, Business Requirements, Thought Leadership, Cross-functional Team..., Presentation Development, Research and analysis, SharePoint, Process Modeling, Metrics Definition, KPI Dashboards, Process Mappinjg, Sophisticated Data..., Product Evaluation
Education
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Energy Managment and Policy
University of Pennsylvania
Bachelor's Degree, Mathematics
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2010 - 2012
Deutsche Bank 1998 - 2010
Bankers Trust 1991 - 1997
Skills
Program Management, Risk Management, Operational Risk, Risk and Control Self..., Business Continuity..., Creative Problem Solving, Business Resiliency..., Global Teamwork, Governance, Project Management, Data Management, Business Requirements, Thought Leadership, Cross-functional Team..., Presentation Development, Research and analysis, SharePoint, Process Modeling, Metrics Definition, KPI Dashboards, Process Mappinjg, Sophisticated Data..., Product Evaluation
Education
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Energy Managment and Policy
University of Pennsylvania
Bachelor's Degree, Mathematics
Daniel Swasbrook Daniel Swasbrook's Bankers Trust Experience October 1996 - June 1999
Job Managing Director Global Markets
Industry Banking
Experience
UBS June 2015 - Present
Deutsche Bank February 2004 - June 2015
Deutsche Bank July 2001 - May 2003
Goldman Sachs 2003 - 2003
Deutsche Bank June 1999 - July 2001
Bankers Trust October 1996 - June 1999
Skills
Derivatives, Alternative Investments, Financial Markets, Fixed Income, Hedge Funds, Capital Markets, FX Options, Investment Banking, Private Equity, Investments, Trading Systems, Equities, Trading, Emerging Markets, Bloomberg, Asset Management, Equity Derivatives, Portfolio Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
EMBA, Entrepreneurship & Strategy
University of Auckland 1996 — 1998
Bachelor of Commerce, Finance & Economics
King's College 1991 — 1995
A bursary
UBS June 2015 - Present
Deutsche Bank February 2004 - June 2015
Deutsche Bank July 2001 - May 2003
Goldman Sachs 2003 - 2003
Deutsche Bank June 1999 - July 2001
Bankers Trust October 1996 - June 1999
Skills
Derivatives, Alternative Investments, Financial Markets, Fixed Income, Hedge Funds, Capital Markets, FX Options, Investment Banking, Private Equity, Investments, Trading Systems, Equities, Trading, Emerging Markets, Bloomberg, Asset Management, Equity Derivatives, Portfolio Management, Structured Products
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
EMBA, Entrepreneurship & Strategy
University of Auckland 1996 — 1998
Bachelor of Commerce, Finance & Economics
King's College 1991 — 1995
A bursary
Jamie Falcone Jamie Falcone's Bankers Trust Experience 1998 - 1999
Job Senior Biopharmaceutical Representative
Industry Biotechnology
Experience
Amgen October 2014 - Present
Amgen August 2009 - Present
Pfizer January 2004 - April 2009
Pfizer June 1999 - January 2004
Bankers Trust 1998 - 1999
Wallace Computer Services 1997 - 1998
Skills
Cardiology, Endocrinology, Internal Medicine, Rheumatology, OB/GYN, Pharmaceutical Sales, Biotechnology, Injectable, Buy & Bill, Sales, Managed Care, Hospital Sales, Team Leadership, Personal Development, Budget Monitoring, Competitive, Deliver Results, Integrity, Pulmonology, Gastroenterology, Oncology, Sales Operations, Medical Devices, Leadership, Dermatology, Biopharmaceuticals, Healthcare, Nephrology, Pharmaceutical Industry, Product Launch, Sales Effectiveness, Infectious Diseases, Urology, Neurology, Sales Force Development, Market Access, Allergy, Osteoporosis, Selling Skills, Surgeons, Psychiatry
Education
University of Maryland College Park 1993 — 1997
BS, Marketing
Art Institute of Florence 1996 — 1996
International Business
Amgen October 2014 - Present
Amgen August 2009 - Present
Pfizer January 2004 - April 2009
Pfizer June 1999 - January 2004
Bankers Trust 1998 - 1999
Wallace Computer Services 1997 - 1998
Skills
Cardiology, Endocrinology, Internal Medicine, Rheumatology, OB/GYN, Pharmaceutical Sales, Biotechnology, Injectable, Buy & Bill, Sales, Managed Care, Hospital Sales, Team Leadership, Personal Development, Budget Monitoring, Competitive, Deliver Results, Integrity, Pulmonology, Gastroenterology, Oncology, Sales Operations, Medical Devices, Leadership, Dermatology, Biopharmaceuticals, Healthcare, Nephrology, Pharmaceutical Industry, Product Launch, Sales Effectiveness, Infectious Diseases, Urology, Neurology, Sales Force Development, Market Access, Allergy, Osteoporosis, Selling Skills, Surgeons, Psychiatry
Education
University of Maryland College Park 1993 — 1997
BS, Marketing
Art Institute of Florence 1996 — 1996
International Business
David Kulkarni David Kulkarni's Bankers Trust Experience July 1994 - December 1994
Job Partner at Guefen Development Company
Industry Investment Banking
Experience
Guefen Development August 2013 - Present
Stout Risius Ross (formerly HFBE) May 1995 - August 2013
Bankers Trust July 1994 - December 1994
Texas Children's Hospital June 1993 - June 1994
Education
University of Houston 1988 — 1995
BBA in Accounting and MBA in Finance, Financial
Guefen Development August 2013 - Present
Stout Risius Ross (formerly HFBE) May 1995 - August 2013
Bankers Trust July 1994 - December 1994
Texas Children's Hospital June 1993 - June 1994
Education
University of Houston 1988 — 1995
BBA in Accounting and MBA in Finance, Financial
Christina Jarck Christina Jarck's Bankers Trust Experience January 2014 - Present
Job Marketing Events Coordinator at Bankers Trust
Industry Marketing and Advertising
Experience
Bankers Trust January 2014 - Present
Young Women's Resource Center February 2008 - December 2013
Prevent Blindness Iowa November 2005 - February 2008
Skills
Volunteer Management, Community Outreach, Fundraising, Nonprofits, Event Planning, Community Development, Social Media, Event Management
Education
University of Northern Iowa 2003 — 2005
Leisure, Youth & Human Services
Bankers Trust January 2014 - Present
Young Women's Resource Center February 2008 - December 2013
Prevent Blindness Iowa November 2005 - February 2008
Skills
Volunteer Management, Community Outreach, Fundraising, Nonprofits, Event Planning, Community Development, Social Media, Event Management
Education
University of Northern Iowa 2003 — 2005
Leisure, Youth & Human Services
Susan Coleman Susan Coleman's Bankers Trust Experience August 1984 - August 1998
Job Realtor at Frank Howard Allen Realtors
Industry Real Estate
Experience
Frank Howard Allen Realtors April 2002 - Present
Bankers Trust August 1984 - August 1998
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Finance
University of California, Davis 1974 — 1978
B.S., Renewable Natural Resources
Frank Howard Allen Realtors April 2002 - Present
Bankers Trust August 1984 - August 1998
Education
University of California, Berkeley, Haas School of Business 1982 — 1984
MBA, Finance
University of California, Davis 1974 — 1978
B.S., Renewable Natural Resources
Michael Oliveira, PMP Michael Oliveira, PMP's Bankers Trust Experience November 1995 - March 1999
Job Executive IT and Program Management Financial Services Professional
Industry Financial Services
Experience
Broadridge Financial Solutions July 2014 - Present
Broadridge February 2012 - January 2014
UBS Wealth Management February 2007 - June 2011
Alliance Bernstein April 1999 - February 2007
Bankers Trust November 1995 - March 1999
Prudential Securities 1988 - 1995
Skills
CRM, Strategy, Program Management, Management, Databases, Data Warehousing, Project Management, Fixed Income, Leadership, Portfolio Management, Oracle, Equities, Derivatives, Asset Allocation, Business Analysis, Sybase, Financial Services, SDLC, Unix, Securities Lending, Trading, Strategic Planning, Corporate Actions, Offshoring, Vendor Management, DB2, Financial Risk, Pricing Analysis, Infrastructure...
Education
SUNY Albany 1983 — 1986
BS, Management Information Systems
State University of New York at Albany 1983 — 1986
Bachelor of Science (B.S.), Management Information Systems, General
Broadridge Financial Solutions July 2014 - Present
Broadridge February 2012 - January 2014
UBS Wealth Management February 2007 - June 2011
Alliance Bernstein April 1999 - February 2007
Bankers Trust November 1995 - March 1999
Prudential Securities 1988 - 1995
Skills
CRM, Strategy, Program Management, Management, Databases, Data Warehousing, Project Management, Fixed Income, Leadership, Portfolio Management, Oracle, Equities, Derivatives, Asset Allocation, Business Analysis, Sybase, Financial Services, SDLC, Unix, Securities Lending, Trading, Strategic Planning, Corporate Actions, Offshoring, Vendor Management, DB2, Financial Risk, Pricing Analysis, Infrastructure...
Education
SUNY Albany 1983 — 1986
BS, Management Information Systems
State University of New York at Albany 1983 — 1986
Bachelor of Science (B.S.), Management Information Systems, General
Jill Smith Jill Smith's Bankers Trust Experience 1999 - 2004
Job Principal at Venture Management Consultants, Inc.
Industry
Experience
Venture Management Consultants, Inc. November 2011 - Present
LADCO Development July 2009 - December 2011
VisionBank of Iowa January 2006 - August 2008
Bankers Trust 1999 - 2004
Skills
Financial Analysis, Valuation, Asset Managment, Real Estate, Strategic Planning, Investments, Mortgage Lending, Negotiation, Credit Analysis, Commercial Lending, Commercial Real Estate, Budgets, Portfolio Management, Asset Management, Insurance, Small Business, Real Estate Economics, Leases, Strategic Financial..., Mergers, Contract Negotiation, Underwriting, Investment Properties, Banking, Credit, Business Planning, Business Development, Business Strategy, Finance, Loans, Small Business Lending, Loan Origination
Education
University of Northern Iowa 1988 — 1992
Finance, Finance, Accounting
Venture Management Consultants, Inc. November 2011 - Present
LADCO Development July 2009 - December 2011
VisionBank of Iowa January 2006 - August 2008
Bankers Trust 1999 - 2004
Skills
Financial Analysis, Valuation, Asset Managment, Real Estate, Strategic Planning, Investments, Mortgage Lending, Negotiation, Credit Analysis, Commercial Lending, Commercial Real Estate, Budgets, Portfolio Management, Asset Management, Insurance, Small Business, Real Estate Economics, Leases, Strategic Financial..., Mergers, Contract Negotiation, Underwriting, Investment Properties, Banking, Credit, Business Planning, Business Development, Business Strategy, Finance, Loans, Small Business Lending, Loan Origination
Education
University of Northern Iowa 1988 — 1992
Finance, Finance, Accounting
Carla Richards's Bankers Trust Experience May 1997 - April 2010
Job CoFounder at Anna's Warriors Foundation
Industry Banking
Experience
Anna's Warriors Foundation April 2014 - Present
Wells Fargo July 2010 - May 2014
Bankers Trust May 1997 - April 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Finance, Investment Properties, Credit, Banking, Commercial Lending, Loan Origination, Credit Analysis, Underwriting, Residential Mortgages, Refinance, Insurance, Small Business Lending, FHA financing, Wealth Management, Management, Leadership, Customer Service, Strategic Planning
Education
University of Iowa 1981 — 1985
BA, Economics, Marketing
Anna's Warriors Foundation April 2014 - Present
Wells Fargo July 2010 - May 2014
Bankers Trust May 1997 - April 2010
Skills
Mortgage Lending, Loans, Mortgage Banking, Finance, Investment Properties, Credit, Banking, Commercial Lending, Loan Origination, Credit Analysis, Underwriting, Residential Mortgages, Refinance, Insurance, Small Business Lending, FHA financing, Wealth Management, Management, Leadership, Customer Service, Strategic Planning
Education
University of Iowa 1981 — 1985
BA, Economics, Marketing
Andrea Bierce Andrea Bierce's Bankers Trust Experience January 1974 - October 1976
Job Member of the Board, UBS Bank USA & Cyient, Ltd.
Industry Financial Services
Experience
UBS Bank USA January 2015 - Present
Cyient, Ltd October 2014 - Present
Gupton Marrs International June 2009 - Present
Wells Fargo October 2007 - June 2009
BearingPoint, formerly KPMG Consulting August 2005 - September 2007
A.T. Kearney 2002 - 2005
KPMG July 1982 - May 2002
JCPenney October 1976 - June 1982
Bankers Trust January 1974 - October 1976
Skills
Governance, Risk, Customer Experience, Cost Reduction, Marketing Strategy, Go-to-market Strategy, Business Transformation, Business Process..., Management Consulting, Strategy Development, Performance Improvement, Risk Management, Vendor Management, Compliance, Acquisition Integration, Offshoring, Shared Services, Strategic Sourcing, Business Development, Strategy, Financial Risk, Strategic Partnerships, Mergers & Acquisitions, Program Management, Management, Enterprise Software, Consulting, Outsourcing, CRM, Leadership, Business Process, Executive Management, Business Strategy, IT Strategy, Change Management, Portfolio Management, PMO, Cross-functional Team..., Enterprise Risk..., Restructuring, Business Process..., Organizational Design, Due Diligence, Business Analysis, Finance, Process Improvement, Thought Leadership, Project Portfolio..., Strategic Consulting, Process Engineering
Education
Yale School of Management 2006 — 2006
Executive Leadership Program
University of Pennsylvania 1972 — 1974
Bachelor's Degree, Economics
Dana Hall School
UBS Bank USA January 2015 - Present
Cyient, Ltd October 2014 - Present
Gupton Marrs International June 2009 - Present
Wells Fargo October 2007 - June 2009
BearingPoint, formerly KPMG Consulting August 2005 - September 2007
A.T. Kearney 2002 - 2005
KPMG July 1982 - May 2002
JCPenney October 1976 - June 1982
Bankers Trust January 1974 - October 1976
Skills
Governance, Risk, Customer Experience, Cost Reduction, Marketing Strategy, Go-to-market Strategy, Business Transformation, Business Process..., Management Consulting, Strategy Development, Performance Improvement, Risk Management, Vendor Management, Compliance, Acquisition Integration, Offshoring, Shared Services, Strategic Sourcing, Business Development, Strategy, Financial Risk, Strategic Partnerships, Mergers & Acquisitions, Program Management, Management, Enterprise Software, Consulting, Outsourcing, CRM, Leadership, Business Process, Executive Management, Business Strategy, IT Strategy, Change Management, Portfolio Management, PMO, Cross-functional Team..., Enterprise Risk..., Restructuring, Business Process..., Organizational Design, Due Diligence, Business Analysis, Finance, Process Improvement, Thought Leadership, Project Portfolio..., Strategic Consulting, Process Engineering
Education
Yale School of Management 2006 — 2006
Executive Leadership Program
University of Pennsylvania 1972 — 1974
Bachelor's Degree, Economics
Dana Hall School
Glenn Degenaars, CFA's Bankers Trust Experience 1997 - 1998
Job Senior Managing Director / Senior Portfolio Manager at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management August 2010 - Present
Deutsche Bank November 1998 - August 2010
Bankers Trust 1997 - 1998
Viacom May 1995 - March 1997
Skills
Alternative Investments, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Management, Asset Managment, Fixed Income, Hedge Funds, High Net Worth..., Investment Strategies, Private Equity, Relationship Management, Wealth Management..., Finance, Capital Markets, Retirement, Trading, Retirement Planning, Financial Analysis, Securities, Retirement Savings
Education
University of Delaware 1993 — 1997
BS, Finance
Ramapo High School
First Republic Private Wealth Management August 2010 - Present
Deutsche Bank November 1998 - August 2010
Bankers Trust 1997 - 1998
Viacom May 1995 - March 1997
Skills
Alternative Investments, Equities, Asset Allocation, Wealth Management, Investment Advisory, Portfolio Management, Investments, Asset Management, Investment Management, Asset Managment, Fixed Income, Hedge Funds, High Net Worth..., Investment Strategies, Private Equity, Relationship Management, Wealth Management..., Finance, Capital Markets, Retirement, Trading, Retirement Planning, Financial Analysis, Securities, Retirement Savings
Education
University of Delaware 1993 — 1997
BS, Finance
Ramapo High School
Steve Wetter Steve Wetter's Bankers Trust Experience 1992 - 1999
Job Portfolio Manager at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Brandon Pascal's Bankers Trust Experience May 2011 - August 2011
Job Seeking Fulltime Corporate Opportunities
Industry Apparel & Fashion
Experience
Dungarees November 2011 - August 2015
The Broadway Hotel Ltd. March 2014 - June 2015
University of Missouri August 2010 - December 2014
Jumpstart August 2011 - May 2012
Bankers Trust May 2011 - August 2011
USMFIELD Resources February 2009 - August 2010
Skills
Public Speaking, Microsoft Office, Social Media, Facebook, PowerPoint, Event Planning, Research, Time Management, Community Outreach, Social Networking, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Photoshop, Sales, Retail, Marketing
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Textile and Apparel Management, Graduate
Dungarees November 2011 - August 2015
The Broadway Hotel Ltd. March 2014 - June 2015
University of Missouri August 2010 - December 2014
Jumpstart August 2011 - May 2012
Bankers Trust May 2011 - August 2011
USMFIELD Resources February 2009 - August 2010
Skills
Public Speaking, Microsoft Office, Social Media, Facebook, PowerPoint, Event Planning, Research, Time Management, Community Outreach, Social Networking, Customer Service, Leadership, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Photoshop, Sales, Retail, Marketing
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (BS), Textile and Apparel Management, Graduate
Travis Etchison Travis Etchison's Bankers Trust Experience March 2013 - Present
Job Business Banking Manager at Bankers Trust
Industry Financial Services
Experience
Bankers Trust March 2013 - Present
Wells Fargo May 2005 - March 2013
Capital Bank May 2000 - April 2005
Bank of America September 1996 - April 2000
Skills
Loans, Portfolio Management, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Credit
Education
University of North Carolina at Charlotte 1991 — 1995
Bankers Trust March 2013 - Present
Wells Fargo May 2005 - March 2013
Capital Bank May 2000 - April 2005
Bank of America September 1996 - April 2000
Skills
Loans, Portfolio Management, Commercial Lending, Commercial Banking, Mortgage Lending, Consumer Lending, Banking, Small Business Lending, Credit Analysis, Credit
Education
University of North Carolina at Charlotte 1991 — 1995
Nancy Saengkio's Bankers Trust Experience May 2010 - August 2010
Job General Ledger Accountant at BH Management Services, Inc.
Industry Accounting
Experience
BH Management Services, LLC January 2015 - Present
BH Management Services, Inc. July 2013 - Present
Iowa Department of Human Services May 2012 - July 2013
Iowa Department of Human Services August 2011 - May 2012
Nationwide Insurance May 2011 - July 2011
Great Western Bank August 2010 - May 2011
Bankers Trust May 2010 - August 2010
WebFilings, LLC December 2009 - May 2010
Campus Organizations Accounting September 2007 - December 2009
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Budgets, Leadership, Data Analysis, Accounting, Finance, Access, Payroll, Employee Benefits, Research, Adaptability, Proactive self-starter, Dependable Team Player, Human Resources
Education
Upper Iowa University 2013 — 2015
Master of Business Administration (M.B.A.), Quality Management
University of Houston-Victoria 2012 — 2012
Global Master of Business Administration, Management
Iowa State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting & Finance
Storm Lake High 2003 — 2007
High School Diploma, General Education
BH Management Services, LLC January 2015 - Present
BH Management Services, Inc. July 2013 - Present
Iowa Department of Human Services May 2012 - July 2013
Iowa Department of Human Services August 2011 - May 2012
Nationwide Insurance May 2011 - July 2011
Great Western Bank August 2010 - May 2011
Bankers Trust May 2010 - August 2010
WebFilings, LLC December 2009 - May 2010
Campus Organizations Accounting September 2007 - December 2009
Skills
Microsoft Excel, Outlook, Customer Service, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Budgets, Leadership, Data Analysis, Accounting, Finance, Access, Payroll, Employee Benefits, Research, Adaptability, Proactive self-starter, Dependable Team Player, Human Resources
Education
Upper Iowa University 2013 — 2015
Master of Business Administration (M.B.A.), Quality Management
University of Houston-Victoria 2012 — 2012
Global Master of Business Administration, Management
Iowa State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting & Finance
Storm Lake High 2003 — 2007
High School Diploma, General Education
Kevin Chorniak's Bankers Trust Experience February 2015 - Present
Job Highly Accomplished CSuite Executive / Strategic and Operational Leader focused on Execution and Achieving Results
Industry Financial Services
Experience
Bankers Trust February 2015 - Present
Fifth Third Bank October 2010 - October 2014
Fifth Third Bank April 2007 - October 2010
Fifth Third Bank October 2006 - April 2007
Fifth Third Bank September 2003 - October 2006
Fifth Third Bank December 1999 - September 2003
Fifth Third Bank October 1997 - December 1999
Fifth Third Bank November 1995 - October 1997
Fifth Third Bank June 1994 - November 1995
Cincinnati Water Works April 1991 - June 1994
Skills
Qualified Retirement..., Global Custody, Organizational..., Project Planning, Defined Benefit, Sales Operations, Pensions, Coaching, Retirement, Portfolio Management, Strategic Leadership, Escrows, CRM, Employee Development, Cross Functional..., Consultative Selling, Problem Solving, Talent Management, Selling, Mutual Funds, Team Building, Operations Management, Thought Leadership, Fiduciary Services, Operational Excellence, Strategic Planning, Leadership, Relationship Management, Process Improvement, Management, Investment Management, Cross-functional Team..., Investments, New Business Development, Customer Experience, 401k, Negotiation, Business Strategy, Banking, Retirement Planning, Non-profits, Product Management, Sales Management, P&L Management, Strategy, Risk Management, Sales, Project Management, Financial Services
Education
University of Cincinnati College of Business 1989 — 1994
Bachelors of Business Administration, Management and Marketing
Leadership Experience Program (LEX) 2013 — 2014
Vermilion High School
Bankers Trust February 2015 - Present
Fifth Third Bank October 2010 - October 2014
Fifth Third Bank April 2007 - October 2010
Fifth Third Bank October 2006 - April 2007
Fifth Third Bank September 2003 - October 2006
Fifth Third Bank December 1999 - September 2003
Fifth Third Bank October 1997 - December 1999
Fifth Third Bank November 1995 - October 1997
Fifth Third Bank June 1994 - November 1995
Cincinnati Water Works April 1991 - June 1994
Skills
Qualified Retirement..., Global Custody, Organizational..., Project Planning, Defined Benefit, Sales Operations, Pensions, Coaching, Retirement, Portfolio Management, Strategic Leadership, Escrows, CRM, Employee Development, Cross Functional..., Consultative Selling, Problem Solving, Talent Management, Selling, Mutual Funds, Team Building, Operations Management, Thought Leadership, Fiduciary Services, Operational Excellence, Strategic Planning, Leadership, Relationship Management, Process Improvement, Management, Investment Management, Cross-functional Team..., Investments, New Business Development, Customer Experience, 401k, Negotiation, Business Strategy, Banking, Retirement Planning, Non-profits, Product Management, Sales Management, P&L Management, Strategy, Risk Management, Sales, Project Management, Financial Services
Education
University of Cincinnati College of Business 1989 — 1994
Bachelors of Business Administration, Management and Marketing
Leadership Experience Program (LEX) 2013 — 2014
Vermilion High School
Ranae Juhl Ranae Juhl's Bankers Trust Experience June 2015 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust June 2015 - Present
U S Bank NA 2002 - June 2015
Boys and Girls Club of Cedar Rapids 2013 - 2015
International Traders of Iowa 2013 - 2015
GE Capital 1999 - 2001
Skills
Commercial Lending, Financial Analysis, Credit Analysis, Loans, Commercial Banking, International Business, Foreign Exchange, Municipal Bonds, Project Management, Six Sigma, Fund Accounting, Financial Accounting, Banking, Cash Management, Credit, Customer Service, Lines Of Credit, Loan Origination, Management, Relationship Management, Underwriting, Consumer Lending, Mortgage Lending, Small Business Lending, Treasury Management, Retail Banking, Portfolio Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2015
Master of Business Administration (MBA), Finance/Management
University of Iowa 1987 — 1992
Bachelor of Science (B.S.), Economics/Political Science
Bankers Trust June 2015 - Present
U S Bank NA 2002 - June 2015
Boys and Girls Club of Cedar Rapids 2013 - 2015
International Traders of Iowa 2013 - 2015
GE Capital 1999 - 2001
Skills
Commercial Lending, Financial Analysis, Credit Analysis, Loans, Commercial Banking, International Business, Foreign Exchange, Municipal Bonds, Project Management, Six Sigma, Fund Accounting, Financial Accounting, Banking, Cash Management, Credit, Customer Service, Lines Of Credit, Loan Origination, Management, Relationship Management, Underwriting, Consumer Lending, Mortgage Lending, Small Business Lending, Treasury Management, Retail Banking, Portfolio Management, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2015
Master of Business Administration (MBA), Finance/Management
University of Iowa 1987 — 1992
Bachelor of Science (B.S.), Economics/Political Science
Braden Renaud's Bankers Trust Experience June 2015 - Present
Job Management Trainee
Industry Higher Education
Experience
Bankers Trust June 2015 - Present
Wells Fargo December 2014 - June 2015
Bankers Trust May 2014 - August 2014
Fluent April 2014 - April 2014
Thrivent Financial for Lutherans May 2013 - January 2014
Richway Industries July 2012 - October 2013
Hudson High School August 2011 - November 2012
Famous Footwear/ Factory Brand Shoes June 2008 - February 2012
Bankers Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, InDesign, Photoshop, PowerPoint, Leadership Development, Market Research, Communication, Community Outreach, Cultural Diversity, Management, Marketing, Strategy, Social Media, Sales, Time Management
Education
University of Northern Iowa 2010 — 2015
Bachelor's degree, Marketing Management & Finance
University of Newcastle 2012 — 2012
Honors Summer Exchange Program, Marketing
Bankers Trust June 2015 - Present
Wells Fargo December 2014 - June 2015
Bankers Trust May 2014 - August 2014
Fluent April 2014 - April 2014
Thrivent Financial for Lutherans May 2013 - January 2014
Richway Industries July 2012 - October 2013
Hudson High School August 2011 - November 2012
Famous Footwear/ Factory Brand Shoes June 2008 - February 2012
Bankers Trust Company May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Customer Service, InDesign, Photoshop, PowerPoint, Leadership Development, Market Research, Communication, Community Outreach, Cultural Diversity, Management, Marketing, Strategy, Social Media, Sales, Time Management
Education
University of Northern Iowa 2010 — 2015
Bachelor's degree, Marketing Management & Finance
University of Newcastle 2012 — 2012
Honors Summer Exchange Program, Marketing
Philip Fishman's Bankers Trust Experience April 1995 - June 1999
Job Category Manager Real Estate and Corporate Services at BNY Mellon
Industry Banking
Experience
Citibank 2006 - 2013
The New York Mortgage Company/Mortgage1 September 2003 - April 2006
The Hub Connection September 2002 - September 2003
Deutsche Bank June 1999 - July 2002
Bankers Trust April 1995 - June 1999
Random House 1991 - 1995
Other Professional experiences 1986 - 1991
Skills
Negotiation, Change Management, Facilities Management, Relationship Management, Spend Analysis, Financial Analysis, Business Process..., Business Analysis, Sourcing, Process Improvement, Strategic Sourcing, Vendor Management, Logistics, Outsourcing, Procurement, Project Management, Marketing Strategy, Operations Management, Risk Management, Supply Management, Contract Negotiation, Strategy, Financial Services, Purchasing, Project Planning, Management, Corporate Finance, Program Management, Leadership, Strategic Planning, Analysis, E-procurement, Team Building, Training, Cross-functional Team..., Forecasting, Supply Chain Management, Global Sourcing, New Business Development, Sales, Contract Management, Team Leadership, Supply Chain
Education
University of Massachusetts, Amherst 1981 — 1986
Dual Degrees: B.S., BioChemistry, Psychology
Citibank 2006 - 2013
The New York Mortgage Company/Mortgage1 September 2003 - April 2006
The Hub Connection September 2002 - September 2003
Deutsche Bank June 1999 - July 2002
Bankers Trust April 1995 - June 1999
Random House 1991 - 1995
Other Professional experiences 1986 - 1991
Skills
Negotiation, Change Management, Facilities Management, Relationship Management, Spend Analysis, Financial Analysis, Business Process..., Business Analysis, Sourcing, Process Improvement, Strategic Sourcing, Vendor Management, Logistics, Outsourcing, Procurement, Project Management, Marketing Strategy, Operations Management, Risk Management, Supply Management, Contract Negotiation, Strategy, Financial Services, Purchasing, Project Planning, Management, Corporate Finance, Program Management, Leadership, Strategic Planning, Analysis, E-procurement, Team Building, Training, Cross-functional Team..., Forecasting, Supply Chain Management, Global Sourcing, New Business Development, Sales, Contract Management, Team Leadership, Supply Chain
Education
University of Massachusetts, Amherst 1981 — 1986
Dual Degrees: B.S., BioChemistry, Psychology
Jeanine Thomson Jeanine Thomson's Bankers Trust Experience January 1998 - March 1999
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Oaktree Capital Management March 2005 - Present
Merrill Lynch April 1999 - February 2005
Bankers Trust January 1998 - March 1999
Skills
Equities, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Asset Managment, Investments
Education
University of Otago 1994 — 1997
BCom (Hons), Finance, Accounting
Jessica Hoffman Brennan's Bankers Trust Experience June 1996 - October 1999
Job Managing Director at The Carlyle Group
Industry Banking
Experience
The Carlyle Group June 2011 - Present
Credit Suisse November 1999 - June 2011
Bankers Trust June 1996 - October 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Literature and Economics
Brooklyn Technical High School 1989 — 1992
The Carlyle Group June 2011 - Present
Credit Suisse November 1999 - June 2011
Bankers Trust June 1996 - October 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Literature and Economics
Brooklyn Technical High School 1989 — 1992
Rick Seidenstein Rick Seidenstein's Bankers Trust Experience 1994 - 1995
Job Managing Director
Industry Financial Services
Experience
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
Erika Koster Erika Koster's Bankers Trust Experience February 1988 - September 1989
Job Partner at Oppenheimer Wolff & Donnelly
Industry Law Practice
Experience
Oppenheimer Wolff & Donnelly 1992 - Present
digs 2014 - 2015
digs 2014 - 2015
digs 2014 - 2015
Bankers Trust February 1988 - September 1989
Softouch Consultants June 1986 - September 1989
Shearson Lehman Hutton March 1988 - December 1988
Morgan Stanley December 1984 - June 1986
Skills
Intellectual Property, Software Licensing, Trademark Prosecution, Copyright Law, Trademarks, Licensing, Trademark Infringement
Education
University of Chicago Law School 1989 — 1992
JD
Williams College 1980 — 1984
BA, cum laude, Mathematics
The Maret School 1977 — 1980
Oppenheimer Wolff & Donnelly 1992 - Present
digs 2014 - 2015
digs 2014 - 2015
digs 2014 - 2015
Bankers Trust February 1988 - September 1989
Softouch Consultants June 1986 - September 1989
Shearson Lehman Hutton March 1988 - December 1988
Morgan Stanley December 1984 - June 1986
Skills
Intellectual Property, Software Licensing, Trademark Prosecution, Copyright Law, Trademarks, Licensing, Trademark Infringement
Education
University of Chicago Law School 1989 — 1992
JD
Williams College 1980 — 1984
BA, cum laude, Mathematics
The Maret School 1977 — 1980
Kin Kui Kin Kui's Bankers Trust Experience August 1992 - August 1994
Job VP, Senior Product Manager at Union Bank
Industry Banking
Experience
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Union Bank February 2014 - Present
Bank of the West September 2000 - January 2014
Sanwa Bank January 1996 - September 2000
Towers Perrin January 1995 - December 1995
Bankers Trust August 1992 - August 1994
Education
University of California, Irvine
Marcel Bonnewit Marcel Bonnewit's Bankers Trust Experience 1990 - 1993
Job at First Martin
Industry Commercial Real Estate
Experience
First Martin Corporation April 2014 - Present
McKinley May 2011 - 2013
Amsterdam Enterprises, Inc. 2002 - 2012
Arthur Andersen - Business Consulting 1995 - 2001
First Chicago 1993 - 1995
Bankers Trust 1990 - 1993
Skills
Due Diligence, Disposition, Financial Analysis, Process Improvement, Negotiation, Market Planning, Business Process..., Business Strategy, Finance, Project Management, Market Research, Real Estate
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Michigan 1986 — 1990
BA, Political Science & Communications
University of Michigan 1986 — 1990
BA, Political Science & Communications
First Martin Corporation April 2014 - Present
McKinley May 2011 - 2013
Amsterdam Enterprises, Inc. 2002 - 2012
Arthur Andersen - Business Consulting 1995 - 2001
First Chicago 1993 - 1995
Bankers Trust 1990 - 1993
Skills
Due Diligence, Disposition, Financial Analysis, Process Improvement, Negotiation, Market Planning, Business Process..., Business Strategy, Finance, Project Management, Market Research, Real Estate
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance
University of Michigan 1986 — 1990
BA, Political Science & Communications
University of Michigan 1986 — 1990
BA, Political Science & Communications
Mike Tiernan Mike Tiernan's Bankers Trust Experience January 2004 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust January 2004 - Present
Education
University of Iowa 1976 — 2002
BBA, Economics and Marketing
Bankers Trust January 2004 - Present
Education
University of Iowa 1976 — 2002
BBA, Economics and Marketing
Jens Ratsey-Woodroffe Jens Ratsey-Woodroffe's Bankers Trust Experience September 1996 - November 1997
Job Executive Director, Global Technology, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
JPMorgan Chase July 2014 - Present
RBS Markets & International Banking October 2011 - December 2013
RBS Global Banking & Markets June 2005 - October 2011
RBS Greenwich Capital April 2005 - June 2005
NatWest Markets December 1999 - April 2005
Trade.com March 1999 - December 1999
Lehman Brothers February 1999 - March 1999
NatWest Markets November 1997 - February 1999
Bankers Trust September 1996 - November 1997
Inmarsat March 1996 - September 1996
Skills
FX Options, Trading Systems, Electronic Trading, Market Data, Sybase, Investment Banking, Fixed Income, Databases, SDLC, Derivatives, Low Latency, E-commerce, Capital Markets, Enterprise Architecture, Equity Derivatives, SQL, Integration, Unix, Microsoft SQL Server, C#, Requirements Analysis, Software Development, Project Delivery, Agile Methodologies, JavaScript, CSS, Java, Xamarin, Technical Support, Mobile Product...
Education
University of Brighton 1986 — 1991
Bsc(Hons), Computer Studies
Ryde School 1974 — 1986
Graham Twynam Graham Twynam's Bankers Trust Experience 1992 - 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Guy Carpenter 2009 - Present
BlackRock 2006 - 2009
Prudential Insurance 2002 - 2006
Deutsche Bank 2000 - 2002
Prudential Insurance 1998 - 2000
Bankers Trust 1992 - 1997
Skills
Business Analysis, Project Management, Integration, Requirements Gathering, Business Development, Software Documentation, Databases, Management, Quality Assurance, Testing, Project Planning, SDLC, Vendor Management, Analytics, Requirements Analysis, Business Intelligence, Business Process, Visio, Software Project..., Data Warehousing, IT Strategy, PMO, PMP
Education
University of Brighton
BA (Honors), Business
Guy Carpenter 2009 - Present
BlackRock 2006 - 2009
Prudential Insurance 2002 - 2006
Deutsche Bank 2000 - 2002
Prudential Insurance 1998 - 2000
Bankers Trust 1992 - 1997
Skills
Business Analysis, Project Management, Integration, Requirements Gathering, Business Development, Software Documentation, Databases, Management, Quality Assurance, Testing, Project Planning, SDLC, Vendor Management, Analytics, Requirements Analysis, Business Intelligence, Business Process, Visio, Software Project..., Data Warehousing, IT Strategy, PMO, PMP
Education
University of Brighton
BA (Honors), Business
Frank Hoyt Frank Hoyt's Bankers Trust Experience 1984 - 1990
Job President, Midwest Lawyers LLC
Industry Insurance
Experience
Midwest Lawyers LLC September 2005 - Present
Minnesota Lawyers Mutual 1996 - 2004
Hoyt Law Firm 1990 - 1996
Bankers Trust 1984 - 1990
State of Iowa 1980 - 1984
State of Iowa 1975 - 1980
Education
University of Iowa College of Law 1971 — 1974
Juris Doctor, Law
University of Iowa 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government, 4.0
Midwest Lawyers LLC September 2005 - Present
Minnesota Lawyers Mutual 1996 - 2004
Hoyt Law Firm 1990 - 1996
Bankers Trust 1984 - 1990
State of Iowa 1980 - 1984
State of Iowa 1975 - 1980
Education
University of Iowa College of Law 1971 — 1974
Juris Doctor, Law
University of Iowa 1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government, 4.0
Magda Dabrowska's Bankers Trust Experience December 2012 - January 2013
Job System Administrator at Bank Iowa
Industry Banking
Experience
Bank Iowa September 2015 - Present
Bank Iowa May 2013 - Present
Bankers Trust December 2012 - January 2013
Maurices May 2009 - January 2013
Bankers Trust May 2012 - August 2012
Skills
Active Directory..., Windows Remote Desktop..., Mobile Device Management, Service Desk Incident..., Cisco Unity Management, Customer Service, Information Technology, Leadership, Microsoft Office, Technical Support, Help Desk Support, Project Management, SharePoint, Troubleshooting, Active Directory
Education
University of Iowa 2010 — 2013
Management Information Systems, General
Bank Iowa September 2015 - Present
Bank Iowa May 2013 - Present
Bankers Trust December 2012 - January 2013
Maurices May 2009 - January 2013
Bankers Trust May 2012 - August 2012
Skills
Active Directory..., Windows Remote Desktop..., Mobile Device Management, Service Desk Incident..., Cisco Unity Management, Customer Service, Information Technology, Leadership, Microsoft Office, Technical Support, Help Desk Support, Project Management, SharePoint, Troubleshooting, Active Directory
Education
University of Iowa 2010 — 2013
Management Information Systems, General
Brian Bader Brian Bader's Bankers Trust Experience 1993 - 2003
Job Principal, Head of Sales
Industry Investment Management
Experience
Rainier Investment Management 2007 - Present
US Trust Company 2003 - 2007
Deutsche Asset Management 1993 - 2003
Bankers Trust 1993 - 2003
Bankers Trust Co Global Investment Management 1993 - 1999
Price Waterhouse Management Consultants 1991 - 1993
Citibank 1987 - 1991
Bradford Trust Company 1983 - 1987
Skills
Mutual Funds, Equities, Securities, Investment Management, Asset Managment, Trading, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Relationship Management, Networking, Investments, Bloomberg, Fund Accounting, ETFs, Financial Services, Fund Of Funds, Investment Strategies, FINRA, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Institutional...
Education
State University of New York at Albany 1979 — 1983
Economics
Rainier Investment Management 2007 - Present
US Trust Company 2003 - 2007
Deutsche Asset Management 1993 - 2003
Bankers Trust 1993 - 2003
Bankers Trust Co Global Investment Management 1993 - 1999
Price Waterhouse Management Consultants 1991 - 1993
Citibank 1987 - 1991
Bradford Trust Company 1983 - 1987
Skills
Mutual Funds, Equities, Securities, Investment Management, Asset Managment, Trading, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Portfolio Management, Fixed Income, Relationship Management, Networking, Investments, Bloomberg, Fund Accounting, ETFs, Financial Services, Fund Of Funds, Investment Strategies, FINRA, Series 63, Wealth Management, Investment Advisory, Separately Managed..., Institutional...
Education
State University of New York at Albany 1979 — 1983
Economics
Adrian Leung Adrian Leung's Bankers Trust Experience August 1993 - February 1999
Job Systems Engineer at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems January 2012 - Present
Cisco Systems August 2007 - January 2012
Cisco Systems March 1999 - July 2007
Bankers Trust August 1993 - February 1999
Standard Chartered Bank November 1990 - August 1993
Prep Design June 1989 - August 1990
Skills
CCNP, CISSP, Network Security, CISA, VCP, CISM, IP Multicast, Data Center, Network Architecture, Virtualization, Network Engineering, Cloud Computing, Disaster Recovery
Education
University of Adelaide 2003 — 2005
MBA, Business
Western University 1985 — 1989
B. Sc, Computer and Statistics
Cisco Systems January 2012 - Present
Cisco Systems August 2007 - January 2012
Cisco Systems March 1999 - July 2007
Bankers Trust August 1993 - February 1999
Standard Chartered Bank November 1990 - August 1993
Prep Design June 1989 - August 1990
Skills
CCNP, CISSP, Network Security, CISA, VCP, CISM, IP Multicast, Data Center, Network Architecture, Virtualization, Network Engineering, Cloud Computing, Disaster Recovery
Education
University of Adelaide 2003 — 2005
MBA, Business
Western University 1985 — 1989
B. Sc, Computer and Statistics
Jerry Gil's Bankers Trust Experience 1989 - 1995
Job Senior Vice President at IKONIC Fund Services
Industry Financial Services
Experience
IKONIC Fund Services (USA) Inc. 2014 - Present
Ermerging Asset Management 2013 - 2014
SEI 2011 - 2013
BNP Paribas 2002 - 2011
Citigroup 1997 - 2001
Murray Johnstone Fund Managers 1995 - 1997
Bankers Trust 1989 - 1995
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Fund Of Funds, Custodians, Prime Brokerage, Investments, Portfolio Management, Mutual Funds, Asset Management, Asset Managment, Derivatives, Investment Banking, Private Equity, Bloomberg, Financial Markets, Capital Markets, Fund Administration, Securities, Trading, Bonds, Options, Relationship Management, Investment Management, Financial Services, ETFs, Funding, Valuation, Emerging Markets, FX Options, Equity Derivatives, Structured Finance, Trading Systems
Education
University of Liverpool
MBA
IKONIC Fund Services (USA) Inc. 2014 - Present
Ermerging Asset Management 2013 - 2014
SEI 2011 - 2013
BNP Paribas 2002 - 2011
Citigroup 1997 - 2001
Murray Johnstone Fund Managers 1995 - 1997
Bankers Trust 1989 - 1995
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Fund Of Funds, Custodians, Prime Brokerage, Investments, Portfolio Management, Mutual Funds, Asset Management, Asset Managment, Derivatives, Investment Banking, Private Equity, Bloomberg, Financial Markets, Capital Markets, Fund Administration, Securities, Trading, Bonds, Options, Relationship Management, Investment Management, Financial Services, ETFs, Funding, Valuation, Emerging Markets, FX Options, Equity Derivatives, Structured Finance, Trading Systems
Education
University of Liverpool
MBA
Kristen Reza Kristen Reza's Bankers Trust Experience June 1996 - August 1997
Job Attorney Recruiter at Matura Farrington Staffing Services, Inc.
Industry Legal Services
Experience
Matura Farrington Staffing Services, Inc. March 2011 - Present
Special Counsel , fka Davidson Staffing May 2004 - March 2011
On Call Counsel June 2001 - May 2004
Bankers Trust June 1996 - August 1997
Skills
Recruiting, Talent Acquisition, Sourcing, Temporary Placement
Education
University of California, San Diego
BS, Neuro Biology and Psychology
University of San Francisco School of Law
Law
Matura Farrington Staffing Services, Inc. March 2011 - Present
Special Counsel , fka Davidson Staffing May 2004 - March 2011
On Call Counsel June 2001 - May 2004
Bankers Trust June 1996 - August 1997
Skills
Recruiting, Talent Acquisition, Sourcing, Temporary Placement
Education
University of California, San Diego
BS, Neuro Biology and Psychology
University of San Francisco School of Law
Law
Everett Johnson's Bankers Trust Experience June 1996 - June 1997
Job Principal at Edward Jones
Industry Information Technology and Services
Experience
Edward Jones April 2007 - Present
Citigroup, Inc. June 1997 - April 2007
Bankers Trust June 1996 - June 1997
Moody's Investors Service December 1992 - June 1996
Skills
Financial Services, Portfolio Management, Vendor Management, SDLC, Risk Management, Analysis, Leadership, Series 7, Project Management, Software Development, Banking, Strategy, Business Analysis, Program Management, Business Process..., Process Improvement, Project Portfolio..., PMO, Management Consulting, CRM, Outsourcing, IT Strategy, Enterprise Architecture, Cross-functional Team..., Business Process, Business Intelligence, Inspiring People
Education
University of Pennsylvania - The Wharton School 2006 — 2010
University of Pennsylvania 2006 — 2009
MS, Masters in Technology Management
Wagner College 1983 — 1988
BS, Computer Science & Business Administration
Edward Jones April 2007 - Present
Citigroup, Inc. June 1997 - April 2007
Bankers Trust June 1996 - June 1997
Moody's Investors Service December 1992 - June 1996
Skills
Financial Services, Portfolio Management, Vendor Management, SDLC, Risk Management, Analysis, Leadership, Series 7, Project Management, Software Development, Banking, Strategy, Business Analysis, Program Management, Business Process..., Process Improvement, Project Portfolio..., PMO, Management Consulting, CRM, Outsourcing, IT Strategy, Enterprise Architecture, Cross-functional Team..., Business Process, Business Intelligence, Inspiring People
Education
University of Pennsylvania - The Wharton School 2006 — 2010
University of Pennsylvania 2006 — 2009
MS, Masters in Technology Management
Wagner College 1983 — 1988
BS, Computer Science & Business Administration
Donna Fitzmaurice's Bankers Trust Experience 1987 - 1989
Job Executive Director Global Cash Concentration Head at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2012 - Present
JP Morgan Chase April 2011 - August 2012
Bank Mendes Gans October 2003 - April 2011
Wachovia, A Wells Fargo Company 2002 - 2003
Wachovia Bank 1998 - 2002
Bank of Tokyo-Mitsubishi 1989 - 1996
Bankers Trust 1987 - 1989
Goldman Sachs 1986 - 1987
Skills
Treasury, Banking, Treasury Management, Cash Management, Liquidity Management
Education
University of North Carolina at Chapel Hill 2000 — 2000
Executive Leadship Program
Saint John's University 1987 — 1990
MBA, International Finance
University at Albany, SUNY 1981 — 1985
B.S., Economics and Business
JPMorgan Chase February 2012 - Present
JP Morgan Chase April 2011 - August 2012
Bank Mendes Gans October 2003 - April 2011
Wachovia, A Wells Fargo Company 2002 - 2003
Wachovia Bank 1998 - 2002
Bank of Tokyo-Mitsubishi 1989 - 1996
Bankers Trust 1987 - 1989
Goldman Sachs 1986 - 1987
Skills
Treasury, Banking, Treasury Management, Cash Management, Liquidity Management
Education
University of North Carolina at Chapel Hill 2000 — 2000
Executive Leadship Program
Saint John's University 1987 — 1990
MBA, International Finance
University at Albany, SUNY 1981 — 1985
B.S., Economics and Business
Suzanne Sestak Wilson's Bankers Trust Experience 1993 - 1997
Job Executive Coach│Recruiter│Human Resources
Industry Human Resources
Experience
RiseSmart 2014 - Present
UNC Kenan-Flagler August 2013 - Present
Rockefeller & Co., Inc. March 2013 - April 2014
Rockefeller & Co., Inc. July 2004 - March 2013
Goldman Sachs 1997 - 2002
Bankers Trust 1993 - 1997
Skills
Employee Benefits, Performance Reviews, Recruiting, Employee Relations, Training, Compensation, Deferred Compensation, Human Resources, Leadership, Vendor Management, HRIS, Management, Onboarding, Executive Search, Talent Acquisition, Interviews, Benefits Administration, Sourcing, Performance Management, Technical Recruiting, Applicant Tracking..., Financial Services, Contract Recruitment, Staffing Services, Temporary Placement, Employee Engagement, Internet Recruiting, Temporary Staffing, Benefits Negotiation, Personnel Management, Talent Management, Strategy, Resume Writing, Coaching
Education
University of Delaware
BS, Interdisciplinary Studies in Human Resources
RiseSmart 2014 - Present
UNC Kenan-Flagler August 2013 - Present
Rockefeller & Co., Inc. March 2013 - April 2014
Rockefeller & Co., Inc. July 2004 - March 2013
Goldman Sachs 1997 - 2002
Bankers Trust 1993 - 1997
Skills
Employee Benefits, Performance Reviews, Recruiting, Employee Relations, Training, Compensation, Deferred Compensation, Human Resources, Leadership, Vendor Management, HRIS, Management, Onboarding, Executive Search, Talent Acquisition, Interviews, Benefits Administration, Sourcing, Performance Management, Technical Recruiting, Applicant Tracking..., Financial Services, Contract Recruitment, Staffing Services, Temporary Placement, Employee Engagement, Internet Recruiting, Temporary Staffing, Benefits Negotiation, Personnel Management, Talent Management, Strategy, Resume Writing, Coaching
Education
University of Delaware
BS, Interdisciplinary Studies in Human Resources
Amy Queler's Bankers Trust Experience November 1981 - October 1984
Job Financial Services Professional
Industry Financial Services
Experience
integrated resources 1986 - 1989
Integrated Resources November 1984 - December 1988
Bankers Trust November 1981 - October 1984
Skills
Public Speaking, Financial Analysis, Finance, Budgets, Cash Management, Fixed Income, Leadership, Marketing
Education
University of Miami - School of Business 1980 — 1981
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Accounting
integrated resources 1986 - 1989
Integrated Resources November 1984 - December 1988
Bankers Trust November 1981 - October 1984
Skills
Public Speaking, Financial Analysis, Finance, Budgets, Cash Management, Fixed Income, Leadership, Marketing
Education
University of Miami - School of Business 1980 — 1981
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Accounting
Jason Meklinsky's Bankers Trust Experience March 1998 - August 1999
Job Alternative Investments Professional
Industry Financial Services
Experience
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Broadridge Investment Management Solutions (Formerly "Paladyne") October 2011 - Present
Cantor Fitzgerald October 2009 - September 2011
Merlin Securities November 2008 - October 2009
UBS Investment Bank May 2007 - May 2008
Bear, Stearns and Co August 1998 - May 2007
Bankers Trust March 1998 - August 1999
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
Jolene Finley's Bankers Trust Experience November 2013 - Present
Job Advertising AdministratorBank Products and Regional Markets at Bankers Trust
Industry Marketing and Advertising
Experience
Bankers Trust November 2013 - Present
Jolene Finley Media Services April 2009 - November 2013
Solutions Inc. March 2001 - March 2009
Thomas C. Porter & Associates August 1994 - February 2001
King Videocable Company July 1992 - August 1994
Skills
B2B, Agriculture, Advertising, Marketing Communications, Online Advertising, Integrated Marketing, Social Media, Marketing, Market Research, Digital Marketing, Event Management, Advertising Sales, Media Planning, Media Buying, Public Relations, Broadcast, Social Media Marketing, Online Marketing, Digital Media, Radio, Lead Generation, Digital Strategy, Negotiation, Media Relations, Direct Marketing, New Media, B2B Marketing, B2B Marketing Strategy, Marketing Strategy
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Bankers Trust November 2013 - Present
Jolene Finley Media Services April 2009 - November 2013
Solutions Inc. March 2001 - March 2009
Thomas C. Porter & Associates August 1994 - February 2001
King Videocable Company July 1992 - August 1994
Skills
B2B, Agriculture, Advertising, Marketing Communications, Online Advertising, Integrated Marketing, Social Media, Marketing, Market Research, Digital Marketing, Event Management, Advertising Sales, Media Planning, Media Buying, Public Relations, Broadcast, Social Media Marketing, Online Marketing, Digital Media, Radio, Lead Generation, Digital Strategy, Negotiation, Media Relations, Direct Marketing, New Media, B2B Marketing, B2B Marketing Strategy, Marketing Strategy
Education
University of Iowa 1987 — 1991
BA, Communication Studies
Lawrence Goldman's Bankers Trust Experience 1991 - 1994
Job Program Manager at Sikorsky Aircraft
Industry Airlines/Aviation
Experience
Sikorsky Aircraft CIO/VPHelicopter Support1995 - 2006
Bankers Trust 1991 - 1994
Education
University of Colorado Boulder 1972 — 1977
bs, mcdb
Sikorsky Aircraft CIO/VPHelicopter Support1995 - 2006
Bankers Trust 1991 - 1994
Education
University of Colorado Boulder 1972 — 1977
bs, mcdb
Christina Bellini's Bankers Trust Experience April 1992 - June 1999
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank June 1999 - Present
Bankers Trust April 1992 - June 1999
Education
University of Massachusetts, Amherst 1986 — 1990
Syosset High School 1983 — 1986
Deutsche Bank June 1999 - Present
Bankers Trust April 1992 - June 1999
Education
University of Massachusetts, Amherst 1986 — 1990
Syosset High School 1983 — 1986
Fernando Salido's Bankers Trust Experience 1989 - 1990
Job Vice President Consumer & Shopper Marketing Solutions at IRI
Industry Consumer Goods
Experience
IRI May 2011 - Present
Tyson Foods February 2009 - May 2011
Wal-Mart December 2007 - January 2009
Tyson Foods, Inc. July 2005 - November 2007
Miller Brewing Company 2003 - 2005
Diageo August 1998 - August 2003
Hewlett Packard May 1995 - May 1998
AT&T 1990 - 1994
Bankers Trust 1989 - 1990
Skills
Pricing Strategy, Market Research, P&L Management, Shopper Marketing, Strategic Planning, Crystal Ball, Cognos, Hyperion, Statistics, Minitab, Essbase, Analytics, Access, Market Development, Pricing, Product Development, Consumer Insights, Segmentation, Competitive Analysis, Forecasting, FMCG, Marketing Research, IRI, Category Management, Strategy Development, Business Strategy, Business Planning, Marketing Strategy, Product Management, Cross-functional Team..., P&L, Team Leadership, Retail, New Business Development, Consumer Products, Brand Development, Strategy, Customer Insight, Leadership, Marketing, Management Consulting, Analysis, Market Analysis, Competitive Intelligence, Business Development, Process Improvement, Brand Management, Product Innovation, Strategic Thinking, Nielsen
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, Marketing, Corporate Strategy
Washington University in St. Louis 1985 — 1989
Bachelor of Arts (BA), Economics, English
IRI May 2011 - Present
Tyson Foods February 2009 - May 2011
Wal-Mart December 2007 - January 2009
Tyson Foods, Inc. July 2005 - November 2007
Miller Brewing Company 2003 - 2005
Diageo August 1998 - August 2003
Hewlett Packard May 1995 - May 1998
AT&T 1990 - 1994
Bankers Trust 1989 - 1990
Skills
Pricing Strategy, Market Research, P&L Management, Shopper Marketing, Strategic Planning, Crystal Ball, Cognos, Hyperion, Statistics, Minitab, Essbase, Analytics, Access, Market Development, Pricing, Product Development, Consumer Insights, Segmentation, Competitive Analysis, Forecasting, FMCG, Marketing Research, IRI, Category Management, Strategy Development, Business Strategy, Business Planning, Marketing Strategy, Product Management, Cross-functional Team..., P&L, Team Leadership, Retail, New Business Development, Consumer Products, Brand Development, Strategy, Customer Insight, Leadership, Marketing, Management Consulting, Analysis, Market Analysis, Competitive Intelligence, Business Development, Process Improvement, Brand Management, Product Innovation, Strategic Thinking, Nielsen
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
Master of Business Administration (MBA), Finance, Marketing, Corporate Strategy
Washington University in St. Louis 1985 — 1989
Bachelor of Arts (BA), Economics, English
Susannah Carrier's Bankers Trust Experience 1992 - 1995
Job Managing Director, Marketing & IR at Silver Lake
Industry Investment Management
Experience
Silver Lake 2006 - Present
Credit Suisse First Boston 2000 - 2005
Bankers Trust 1992 - 1995
Skills
Private Equity, Venture Capital, Hedge Funds, Investor Relations, Emerging Markets, Investment Banking, Investments, Alternative Investments, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Start-ups, Strategy, Strategic Partnerships, Business Strategy, Product Management, Portfolio Management, Entrepreneurship
Education
University of California, Berkeley 1997 — 1999
MBA
Wellesley College 1988 — 1992
Bachelor of Arts (BA)
Silver Lake 2006 - Present
Credit Suisse First Boston 2000 - 2005
Bankers Trust 1992 - 1995
Skills
Private Equity, Venture Capital, Hedge Funds, Investor Relations, Emerging Markets, Investment Banking, Investments, Alternative Investments, Asset Management, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Start-ups, Strategy, Strategic Partnerships, Business Strategy, Product Management, Portfolio Management, Entrepreneurship
Education
University of California, Berkeley 1997 — 1999
MBA
Wellesley College 1988 — 1992
Bachelor of Arts (BA)
Nancy Malamed (Simon)'s Bankers Trust Experience March 1994 - April 1996
Job Executive Director Senior Private Banker at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
Matthew Aaronson's Bankers Trust Experience January 1992 - December 1992
Job Independent Consultant
Industry Financial Services
Experience
Lighthouse Advisory Services May 2013 - Present
Investment Advisor September 2009 - May 2013
PwC September 2003 - June 2009
PwC June 1999 - September 2003
Citicorp Securities/Citigroup January 1993 - January 1999
Bankers Trust January 1992 - December 1992
Skills
Due Diligence, Valuation, Financial Analysis, CMBS, Financial Modeling, Real Estate, Portfolio Management, Finance
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
Lighthouse Advisory Services May 2013 - Present
Investment Advisor September 2009 - May 2013
PwC September 2003 - June 2009
PwC June 1999 - September 2003
Citicorp Securities/Citigroup January 1993 - January 1999
Bankers Trust January 1992 - December 1992
Skills
Due Diligence, Valuation, Financial Analysis, CMBS, Financial Modeling, Real Estate, Portfolio Management, Finance
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
Andrew Bernstein's Bankers Trust Experience 1994 - 1997
Job Vice President at MetLife
Industry Insurance
Experience
MetLife January 2007 - Present
Deloitte 2005 - 2007
Deloitte Consulting April 1999 - 2005
Dreyfus Retirement Services December 1997 - April 1999
Bankers Trust 1994 - 1997
The Lamon Agency 1992 - 1994
Skills
Employee Benefits, Retirement, Strategic Planning, Management, Deferred Compensation, Pensions, Mergers, Insurance, Leadership, Strategy, Executive Pay, Project Management, Mergers & Acquisitions, Human Resources, Program Management, 401k, Change Management, Business Strategy, Financial Services, Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Management
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
MetLife January 2007 - Present
Deloitte 2005 - 2007
Deloitte Consulting April 1999 - 2005
Dreyfus Retirement Services December 1997 - April 1999
Bankers Trust 1994 - 1997
The Lamon Agency 1992 - 1994
Skills
Employee Benefits, Retirement, Strategic Planning, Management, Deferred Compensation, Pensions, Mergers, Insurance, Leadership, Strategy, Executive Pay, Project Management, Mergers & Acquisitions, Human Resources, Program Management, 401k, Change Management, Business Strategy, Financial Services, Consulting
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance, Management
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Chris Harrison's Bankers Trust Experience 1992 - 1999
Job Symphony Asset Mgt
Industry Financial Services
Experience
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Stan Koss's Bankers Trust Experience 1995 - 1997
Job Partner at TTK Partners, LLC
Industry Financial Services
Experience
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
Alfredo Chang's Bankers Trust Experience 1994 - 1996
Job CFO at Latam Jets Holdings
Industry Financial Services
Experience
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Latam Jets Holdings August 2012 - Present
Inception Partners, LLC 2010 - Present
Breslau Capital Partners, LLC 2011 - September 2012
BTIG 2009 - November 2010
Lehman Brothers AM 2007 - 2009
Lehman Brothers 2007 - 2008
GE Asset Management 2000 - 2007
GE 2000 - 2007
AIG Global Investment Group 1996 - 2000
Bankers Trust 1994 - 1996
Skills
Investment Banking, High Yield, Strategy, Asset Allocation, Derivatives, Private Equity, Investments, Credit
Education
University of Florida 1990 — 1993
Bachelors, Finance
Brian Permenter's Bankers Trust Experience 1995 - 1996
Job Senior Vice President at Georgeson
Industry Financial Services
Experience
Computershare 2003 - Present
Georgeson 1997 - Present
Bankers Trust 1995 - 1996
Education
University of Delaware 1991 — 1995
BS, Finance & Marketing
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Computershare 2003 - Present
Georgeson 1997 - Present
Bankers Trust 1995 - 1996
Education
University of Delaware 1991 — 1995
BS, Finance & Marketing
University of Delaware - Lerner College of Business and Economics 1991 — 1995
David Linder's Bankers Trust Experience October 1995 - January 1998
Job Director at Orbis Financial Corp
Industry Computer Software
Experience
Orbis Financial Corp November 2002 - Present
JPMorgan Chase January 1998 - July 2002
Bankers Trust October 1995 - January 1998
Kidder Peabody November 1990 - January 1995
Skills
Business Analysis, Data Modeling, Visio, Fixed Income, Vendor Management, Testing, Financial Services, Databases, Oracle, Security, Unix, SQL, Bloomberg, Software Documentation, Management, Reference Data, Portfolio Management, Data Warehousing, SDLC, Project Management
Education
University of Connecticut 1985 — 1990
Bachelors BA, Management Info Systems / Finance
Orbis Financial Corp November 2002 - Present
JPMorgan Chase January 1998 - July 2002
Bankers Trust October 1995 - January 1998
Kidder Peabody November 1990 - January 1995
Skills
Business Analysis, Data Modeling, Visio, Fixed Income, Vendor Management, Testing, Financial Services, Databases, Oracle, Security, Unix, SQL, Bloomberg, Software Documentation, Management, Reference Data, Portfolio Management, Data Warehousing, SDLC, Project Management
Education
University of Connecticut 1985 — 1990
Bachelors BA, Management Info Systems / Finance
Kevin McCann, CAIA's Bankers Trust Experience 1996 - 1998
Job Vice President, Senior Operational Due Diligence Analyst / Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Robert DeVries's Bankers Trust Experience 1996 - 1996
Job Wealth Coach at FirstWave Financial
Industry Financial Services
Experience
FirstWave Financial September 2012 - Present
Crump Insurance January 2003 - September 2012
CPA Wealth Management 1999 - 2002
ING Furman Selz 1997 - 1998
Bankers Trust 1996 - 1996
WilmerHale 1989 - 1994
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.), History
Grand Rapids Catholic Central 1980 — 1984
FirstWave Financial September 2012 - Present
Crump Insurance January 2003 - September 2012
CPA Wealth Management 1999 - 2002
ING Furman Selz 1997 - 1998
Bankers Trust 1996 - 1996
WilmerHale 1989 - 1994
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University of Michigan 1984 — 1988
Bachelor of Arts (B.A.), History
Grand Rapids Catholic Central 1980 — 1984
Mark Paidosh, PMP's Bankers Trust Experience July 1996 - October 1999
Job Mgr. IT Project Management at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group February 2013 - Present
Prescription Solutions September 2010 - February 2013
United Health Group September 2010 - February 2013
LendingTree November 2004 - June 2010
Deutsche Bank May 2002 - October 2004
Deutsche Bank August 2001 - May 2002
Deutsche Bank October 1999 - August 2001
Bankers Trust July 1996 - October 1999
Bankers Trust August 1995 - July 1996
Prudential Home Mortgage April 1992 - May 1994
Skills
Management, Project Management, Leadership, PMO, Software Development, Mergers & Acquisitions, Budgets, Financial Services, Finance, Information Technology, Marketing, Financial Risk, Business Analysis, SDLC, Negotiation, Process Improvement, Vendor Management, Loans, Visio, Business Process...
Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics
UnitedHealth Group February 2013 - Present
Prescription Solutions September 2010 - February 2013
United Health Group September 2010 - February 2013
LendingTree November 2004 - June 2010
Deutsche Bank May 2002 - October 2004
Deutsche Bank August 2001 - May 2002
Deutsche Bank October 1999 - August 2001
Bankers Trust July 1996 - October 1999
Bankers Trust August 1995 - July 1996
Prudential Home Mortgage April 1992 - May 1994
Skills
Management, Project Management, Leadership, PMO, Software Development, Mergers & Acquisitions, Budgets, Financial Services, Finance, Information Technology, Marketing, Financial Risk, Business Analysis, SDLC, Negotiation, Process Improvement, Vendor Management, Loans, Visio, Business Process...
Education
University of Minnesota-Twin Cities
Bachelor of Science, Economics
Derek LaMarche's Bankers Trust Experience August 1997 - January 1998
Job Professional Services at ServiceNow
Industry Information Technology and Services
Experience
ServiceNow April 2008 - Present
TIAA-CREF February 2005 - April 2008
MetLife 1998 - 2004
Banker's Trust August 1997 - January 1998
Friedmans Jewelers 1995 - 1997
Savannah College of Art and Design 1990 - 1993
Skills
ITIL Certified, SDLC, ITIL, Document Management, IT Service Management, Enterprise Architecture, SaaS, IT Strategy, Vendor Management, Solution Architecture, Service-Now, Disaster Recovery, Leadership, Software Development, Consulting, Virtualization, Service Delivery, Business Process..., Service Management, Configuration Management, Incident Management, Program Management, PMP, Cloud Computing, Enterprise Software, Professional Services, Business Process, Pre-sales, IT Operations, Requirements Analysis, IT Management, Process Improvement, Information Technology
Education
State University of New York at Buffalo 1985 — 1990
BA, Political Science
ServiceNow April 2008 - Present
TIAA-CREF February 2005 - April 2008
MetLife 1998 - 2004
Banker's Trust August 1997 - January 1998
Friedmans Jewelers 1995 - 1997
Savannah College of Art and Design 1990 - 1993
Skills
ITIL Certified, SDLC, ITIL, Document Management, IT Service Management, Enterprise Architecture, SaaS, IT Strategy, Vendor Management, Solution Architecture, Service-Now, Disaster Recovery, Leadership, Software Development, Consulting, Virtualization, Service Delivery, Business Process..., Service Management, Configuration Management, Incident Management, Program Management, PMP, Cloud Computing, Enterprise Software, Professional Services, Business Process, Pre-sales, IT Operations, Requirements Analysis, IT Management, Process Improvement, Information Technology
Education
State University of New York at Buffalo 1985 — 1990
BA, Political Science
Janet Price's Bankers Trust Experience 1984 - 1991
Job Independent Real Estate Professional
Industry Real Estate
Experience
Fitch Training January 2003 - Present
Fitch Ratings 1991 - 2002
Bankers Trust 1984 - 1991
Skills
CMBS
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA
University of Michigan 1980 — 1982
Master of Urban Planning
University of Michigan 1976 — 1980
AB, Urban Studies
Grosse Pointe South High School 1972 — 1976
Fitch Training January 2003 - Present
Fitch Ratings 1991 - 2002
Bankers Trust 1984 - 1991
Skills
CMBS
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA
University of Michigan 1980 — 1982
Master of Urban Planning
University of Michigan 1976 — 1980
AB, Urban Studies
Grosse Pointe South High School 1972 — 1976
Buzz Bolton's Bankers Trust Experience 1993 - 2002
Job Manager Benefits Administration Operations at Cummins
Industry Automotive
Experience
Cummins March 2003 - Present
Deutsche Bank 1993 - 2002
BT Services, TN 1993 - 2002
Bankers Trust/ MetLife 1993 - 2002
MetLife / BT Services 1993 - 2002
MetLife Financial Services 1993 - 2002
Bankers Trust 1993 - 2002
MetLife 1993 - 2002
MetLife / BT Services TN 1993 - 2002
BT SERVICES, A SUBSIDIARY OF BANKERS TRUST 1992 - 2002
Skills
Process Improvement, Vendor Management, Program Management, Cross-functional Team..., Strategy, Buzz Marketing, HRIS, Employee Benefits, Six Sigma, Quality Assurance, Business Process..., Business Analysis, Leadership, Change Management, Human Resources, Customer Service, Project Management, Integration, ERP, Financial Services
Education
University of Alabama 1976 — 1984
Cummins March 2003 - Present
Deutsche Bank 1993 - 2002
BT Services, TN 1993 - 2002
Bankers Trust/ MetLife 1993 - 2002
MetLife / BT Services 1993 - 2002
MetLife Financial Services 1993 - 2002
Bankers Trust 1993 - 2002
MetLife 1993 - 2002
MetLife / BT Services TN 1993 - 2002
BT SERVICES, A SUBSIDIARY OF BANKERS TRUST 1992 - 2002
Skills
Process Improvement, Vendor Management, Program Management, Cross-functional Team..., Strategy, Buzz Marketing, HRIS, Employee Benefits, Six Sigma, Quality Assurance, Business Process..., Business Analysis, Leadership, Change Management, Human Resources, Customer Service, Project Management, Integration, ERP, Financial Services
Education
University of Alabama 1976 — 1984
Christine Most's Bankers Trust Experience April 1987 - March 1988
Job Administrative Coordinator at University of Richmond
Industry Higher Education
Experience
University of Richmond February 2007 - Present
Capital One January 1996 - August 1996
Salomon Brothers June 1990 - December 1995
Salomon Brothers March 1988 - June 1990
Bankers Trust April 1987 - March 1988
Bankers Trust December 1986 - April 1987
American Savings Bank July 1986 - December 1986
American Savings Bank July 1984 - July 1986
American Savings Bank March 1983 - July 1984
Skills
Student Affairs, Higher Education, Event Planning
Education
University of North Texas 2005 — 2006
Graduate Academic Certificate, Applied Behavior Analysis
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Computer Applications and Information Systems
The College of William and Mary 1978 — 1982
Bachelor of Business Administration (BBA), Management
University of Richmond February 2007 - Present
Capital One January 1996 - August 1996
Salomon Brothers June 1990 - December 1995
Salomon Brothers March 1988 - June 1990
Bankers Trust April 1987 - March 1988
Bankers Trust December 1986 - April 1987
American Savings Bank July 1986 - December 1986
American Savings Bank July 1984 - July 1986
American Savings Bank March 1983 - July 1984
Skills
Student Affairs, Higher Education, Event Planning
Education
University of North Texas 2005 — 2006
Graduate Academic Certificate, Applied Behavior Analysis
New York University - Leonard N. Stern School of Business 1984 — 1989
MBA, Computer Applications and Information Systems
The College of William and Mary 1978 — 1982
Bachelor of Business Administration (BBA), Management
Rebecca Moomey's Bankers Trust Experience March 1999 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust March 1999 - Present
Skills
Employee Benefits, Commercial Lending, Portfolio Management, Estate Planning, Asset Managment, Strategic Planning, Wealth Management, Asset Management, Fundraising, Retirement Planning, Investments, Banking, Loans, Commercial Banking, Public Speaking
Education
University of Northern Iowa 1991 — 1995
BA, Finance
Bankers Trust March 1999 - Present
Skills
Employee Benefits, Commercial Lending, Portfolio Management, Estate Planning, Asset Managment, Strategic Planning, Wealth Management, Asset Management, Fundraising, Retirement Planning, Investments, Banking, Loans, Commercial Banking, Public Speaking
Education
University of Northern Iowa 1991 — 1995
BA, Finance
Ed Goldschmidt's Bankers Trust Experience October 1993 - November 2000
Job Vice President Technology Services at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions January 2011 - Present
Broadridge Financial Solutions 2006 - Present
Optech Systems / Matrix Financial Services April 2006 - January 2011
Business Objects December 2003 - April 2006
Seagate Software / Crystal Decisions November 2000 - December 2003
Bankers Trust October 1993 - November 2000
Microsoft September 1992 - October 1993
Mocatta Metals Corporation May 1989 - September 1992
Irving Trust June 1987 - May 1989
IBM July 1984 - June 1987
Skills
Business Intelligence, Business Analysis, Dashboard, Crystal Reports, C#, Microsoft SQL Server, Business Objects...
Education
University of Michigan 1979 — 1984
Bachelor of Science (BS), Computer Engineering, Electical Engineering
Broadridge Financial Solutions January 2011 - Present
Broadridge Financial Solutions 2006 - Present
Optech Systems / Matrix Financial Services April 2006 - January 2011
Business Objects December 2003 - April 2006
Seagate Software / Crystal Decisions November 2000 - December 2003
Bankers Trust October 1993 - November 2000
Microsoft September 1992 - October 1993
Mocatta Metals Corporation May 1989 - September 1992
Irving Trust June 1987 - May 1989
IBM July 1984 - June 1987
Skills
Business Intelligence, Business Analysis, Dashboard, Crystal Reports, C#, Microsoft SQL Server, Business Objects...
Education
University of Michigan 1979 — 1984
Bachelor of Science (BS), Computer Engineering, Electical Engineering
Anthony Cirincione's Bankers Trust Experience 1991 - 2000
Job Managing Director Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
CIBC World Markets 2000 - 2004
Bankers Trust 1991 - 2000
Education
NYU Stern School of Business
Master of Business Administration (MBA)
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley May 2004 - Present
CIBC World Markets 2000 - 2004
Bankers Trust 1991 - 2000
Education
NYU Stern School of Business
Master of Business Administration (MBA)
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Stella Rosenthal's Bankers Trust Experience September 1993 - June 1999
Job Chief Financial Officer
Industry Real Estate
Experience
Capital Homes Residential Group, LLC June 2003 - Present
Veronis Suhler Stevenson October 1999 - January 2001
Bankers Trust September 1993 - June 1999
Education
University of Melbourne
B.A. (Hons)
University of Oxford
M.Litt
Capital Homes Residential Group, LLC June 2003 - Present
Veronis Suhler Stevenson October 1999 - January 2001
Bankers Trust September 1993 - June 1999
Education
University of Melbourne
B.A. (Hons)
University of Oxford
M.Litt
Eric Schubert's Bankers Trust Experience February 1987 - April 1989
Job Regulatory Affairs Advisor
Industry Utilities
Experience
BP April 2007 - Present
Public Utility Commission of Texas April 1999 - April 2007
Research and Planning Consultants January 1993 - April 1999
Chicago Board of Trade August 1989 - December 1991
Bankers Trust February 1987 - April 1989
Skills
Energy Markets, Energy, Energy Policy, Electricity Markets, Policy, Regulatory Affairs, Hedging, Renewable Energy, Natural Gas, Analysis, Commodity, Commodity Markets, Risk Management, Policy Analysis, Economics, Strategic Planning, Power Generation
Education
University of Illinois at Urbana-Champaign 1983 — 1986
Ph.D., Economics
University of Illinois at Urbana-Champaign 1981 — 1983
MS, Economics
University of Illinois at Urbana-Champaign 1977 — 1981
BA, Economics
BP April 2007 - Present
Public Utility Commission of Texas April 1999 - April 2007
Research and Planning Consultants January 1993 - April 1999
Chicago Board of Trade August 1989 - December 1991
Bankers Trust February 1987 - April 1989
Skills
Energy Markets, Energy, Energy Policy, Electricity Markets, Policy, Regulatory Affairs, Hedging, Renewable Energy, Natural Gas, Analysis, Commodity, Commodity Markets, Risk Management, Policy Analysis, Economics, Strategic Planning, Power Generation
Education
University of Illinois at Urbana-Champaign 1983 — 1986
Ph.D., Economics
University of Illinois at Urbana-Champaign 1981 — 1983
MS, Economics
University of Illinois at Urbana-Champaign 1977 — 1981
BA, Economics
Mary Lou Parkinson's Bankers Trust Experience 1998 - 1999
Job Senior Researcher at MLP Information Services
Industry Research
Diane Wysopal's Bankers Trust Experience 1995 - 1998
Job Business Manager Commercial Term Lending at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase 2010 - Present
JSW Enterprises, Inc. 1998 - January 2011
Bankers Trust 1995 - 1998
Bank of America, Corporate Trust 1991 - 1994
Skills
Financial Analysis, Banking, Capital Markets, Portfolio Management, Management, Strategic Planning, Sales, Finance, Leadership, Marketing, Risk Management, Loans, Analytics, Marketing Strategy
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Mathematics and Economics
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase 2010 - Present
JSW Enterprises, Inc. 1998 - January 2011
Bankers Trust 1995 - 1998
Bank of America, Corporate Trust 1991 - 1994
Skills
Financial Analysis, Banking, Capital Markets, Portfolio Management, Management, Strategic Planning, Sales, Finance, Leadership, Marketing, Risk Management, Loans, Analytics, Marketing Strategy
Education
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (BA), Mathematics and Economics
Victoria Facto's Bankers Trust Experience October 2006 - Present
Job Vice President at Bankers Trust
Industry Banking
Experience
Bankers Trust October 2006 - Present
Wells Fargo 1987 - 2005
Skills
Banking, Commercial Lending, Financial Analysis, Underwriting, Loans, Credit, Credit Analysis, Small Business Lending
Education
University of Iowa 1983 — 1987
Bankers Trust October 2006 - Present
Wells Fargo 1987 - 2005
Skills
Banking, Commercial Lending, Financial Analysis, Underwriting, Loans, Credit, Credit Analysis, Small Business Lending
Education
University of Iowa 1983 — 1987
Timothy Clark's Bankers Trust Experience 1998 - 2000
Job Managing Director at Gridiron Capital
Industry Venture Capital & Private Equity
Experience
Gridiron Capital 2006 - Present
Stifel Nicolaus 2003 - 2006
Rawlings Sporting Goods 2002 - 2003
Morgan Stanley 2000 - 2002
Bankers Trust 1998 - 2000
Warburg Dillon Read 1994 - 1998
Boatmen's Bank 1989 - 1994
Cincinnati Reds 1988 - 1989
Skills
Derivatives, Corporate Finance, Financial Analysis, Due Diligence, Leveraged Finance, Financial Modeling, Venture Capital, Alternative Investments
Education
Washington University in St. Louis 1992 — 1994
MA
University of Missouri-Columbia 1983 — 1988
BA, Economics, Art History
Holland Hall School 1979 — 1983
Gridiron Capital 2006 - Present
Stifel Nicolaus 2003 - 2006
Rawlings Sporting Goods 2002 - 2003
Morgan Stanley 2000 - 2002
Bankers Trust 1998 - 2000
Warburg Dillon Read 1994 - 1998
Boatmen's Bank 1989 - 1994
Cincinnati Reds 1988 - 1989
Skills
Derivatives, Corporate Finance, Financial Analysis, Due Diligence, Leveraged Finance, Financial Modeling, Venture Capital, Alternative Investments
Education
Washington University in St. Louis 1992 — 1994
MA
University of Missouri-Columbia 1983 — 1988
BA, Economics, Art History
Holland Hall School 1979 — 1983
Robert Moreland's Bankers Trust Experience 1997 - 1998
Job Finance and Operations Professional
Industry Financial Services
Experience
Chicago Sinfonietta 2014 - Present
Columbia College Chicago 2008 - 2014
BerchWood Partners 2007 - 2008
Asset Consulting Group 2005 - 2007
Proof Statement Advisors 1999 - 2004
Bankers Trust 1997 - 1998
Aon Hewitt 1994 - 1997
Kemper Corporation 1986 - 1994
University of Illinois at Urbana-Champaign 1979 - 1985
Eastern Illinois University 1982 - 1983
Skills
Teaching, Editing, Microsoft Office, Social Media, Nonprofits, Public Speaking, Theatre, Microsoft Excel, Event Planning, Music, Creative Writing, Fundraising, Blogging, Curriculum Design, Research, PowerPoint, Customer Service
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Master's Degree, Finance
University of Illinois at Chicago 1975 — 1979
Bachelor's Degree, Economics and Finance
Chicago Sinfonietta 2014 - Present
Columbia College Chicago 2008 - 2014
BerchWood Partners 2007 - 2008
Asset Consulting Group 2005 - 2007
Proof Statement Advisors 1999 - 2004
Bankers Trust 1997 - 1998
Aon Hewitt 1994 - 1997
Kemper Corporation 1986 - 1994
University of Illinois at Urbana-Champaign 1979 - 1985
Eastern Illinois University 1982 - 1983
Skills
Teaching, Editing, Microsoft Office, Social Media, Nonprofits, Public Speaking, Theatre, Microsoft Excel, Event Planning, Music, Creative Writing, Fundraising, Blogging, Curriculum Design, Research, PowerPoint, Customer Service
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Master's Degree, Finance
University of Illinois at Chicago 1975 — 1979
Bachelor's Degree, Economics and Finance
Shelly Schmit's Bankers Trust Experience August 2011 - Present
Job Mortgage Loan Originator at Bankers Trust
Industry Real Estate
Experience
Bankers Trust August 2011 - Present
HomeServices Lending November 2008 - August 2011
Forethought Financial Services, Inc. 1996 - 2006
KRNA 1992 - 1996
Education
University of Northern Iowa 1988 — 1992
BA, Communications/Public Relations
Bankers Trust August 2011 - Present
HomeServices Lending November 2008 - August 2011
Forethought Financial Services, Inc. 1996 - 2006
KRNA 1992 - 1996
Education
University of Northern Iowa 1988 — 1992
BA, Communications/Public Relations
K'Lyn Uhl's Bankers Trust Experience March 2012 - Present
Job Marketing at Bankers Trust
Industry Marketing and Advertising
Experience
Bankers Trust March 2012 - Present
Liberty Bank July 2007 - March 2012
Movement, Inc May 2006 - July 2007
Skills
Adobe InDesign, Adobe Photoshop, Marketing, Advertising, Banking, Microsoft Office, Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, PowerPoint
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts, Communications/Public Relations
Bankers Trust March 2012 - Present
Liberty Bank July 2007 - March 2012
Movement, Inc May 2006 - July 2007
Skills
Adobe InDesign, Adobe Photoshop, Marketing, Advertising, Banking, Microsoft Office, Microsoft Excel, Marketing Strategy, Outlook, Microsoft Word, PowerPoint
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts, Communications/Public Relations
Frank P. L. Minard's Bankers Trust Experience 1996 - 1998
Job Managing Partner at XT Capital Partners
Industry Marketing and Advertising
Experience
XT Capital Partners May 2004 - Present
InvestorForce May 1999 - 2004
Morgan Stanley Asset Management 1998 - 1999
Bankers Trust 1996 - 1998
Mitchell Hutchins Asset Management February 1993 - May 1996
Oppenheimer Capital February 1983 - February 1993
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24
Education
Rutgers Graduate Business School 1972 — 1975
MBA, Finance, With Honors
University of North Carolina at Chapel Hill 1964 — 1968
BA, English
The Taft School 1960 — 1963
High School
The Taft School
XT Capital Partners May 2004 - Present
InvestorForce May 1999 - 2004
Morgan Stanley Asset Management 1998 - 1999
Bankers Trust 1996 - 1998
Mitchell Hutchins Asset Management February 1993 - May 1996
Oppenheimer Capital February 1983 - February 1993
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24
Education
Rutgers Graduate Business School 1972 — 1975
MBA, Finance, With Honors
University of North Carolina at Chapel Hill 1964 — 1968
BA, English
The Taft School 1960 — 1963
High School
The Taft School
Chuck Chakravarthy's Bankers Trust Experience 1997 - 1999
Job President at Rayran Systems, Inc
Industry Information Technology and Services
Experience
Rayran Systems, Inc ConsultantWachovia Securities Financial Network2007 - 2008
Morgan Stanley 2007 - 2007
Multex 1998 - 2001
Multex 1998 - 2001
Bankers Trust 1997 - 1999
Education
Bajaj Institute of Management 1978 — 1979
Diploma, Marketing & Business Administration
University of Mumbai 1970 — 1977
MS, Electronics
Rayran Systems, Inc ConsultantWachovia Securities Financial Network2007 - 2008
Morgan Stanley 2007 - 2007
Multex 1998 - 2001
Multex 1998 - 2001
Bankers Trust 1997 - 1999
Education
Bajaj Institute of Management 1978 — 1979
Diploma, Marketing & Business Administration
University of Mumbai 1970 — 1977
MS, Electronics
Sally Murison's Bankers Trust Experience 1993 - 1999
Job Business Analyst at SpiWeb Consultancy Limited
Industry Information Services
Experience
SpiWeb Consultancy Limited November 2008 - Present
Deutsche Bank Securities January 2004 - August 2008
Deutsche Bank Securities March 1997 - December 2003
Bankers Trust 1993 - 1999
Education
University of Arizona 1965 — 1970
BS, Textile Chemistry
SpiWeb Consultancy Limited November 2008 - Present
Deutsche Bank Securities January 2004 - August 2008
Deutsche Bank Securities March 1997 - December 2003
Bankers Trust 1993 - 1999
Education
University of Arizona 1965 — 1970
BS, Textile Chemistry
Theresa Haverty's Bankers Trust Experience February 1996 - April 1998
Job Director at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Credit Suisse April 2009 - Present
Credit Suisse January 2005 - April 2009
Credit Suisse June 2000 - January 2005
Lehman Brothers August 1998 - June 2000
Bear Stearns Asset Management April 1998 - August 1998
Bankers Trust February 1996 - April 1998
Skills
Derivatives, Hedge Funds, Alternative Investments, Prime Brokerage, Information Technology
Education
University of Delaware 1992 — 1995
Accounting / MIS, Management Information Systems and Accounting
Ted Jestin's Bankers Trust Experience 1998 - 1999
Job MD and Global Head of IT Risk at MSCI Inc.
Industry Information Technology and Services
Experience
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
MSCI Inc. July 2014 - Present
Fannie Mae 2009 - 2013
Barclays Capital 2008 - 2009
Lehman Brothers 2006 - September 2008
Citadel Investment Group 2002 - 2006
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Salomon Brothers 1996 - 1998
Chase Manhattan Corporation 1983 - 1996
Skills
Information Security, Financial Risk, Management, Risk Management, Infrastructure, Security, CISSP, PKI, Information Security..., Program Management, Enterprise Architecture, Internal Audit, Virtualization, Auditing, Business Continuity, Disaster Recovery, Network Security, IT Strategy
Education
P.E.O.
P. Eng., Professional Engineer
The University of Calgary
BSc EE, Electrical Engineering
Kyra Goldsmith's Bankers Trust Experience 1997 - 1998
Job Sr. Business Analyst at JetBlue
Industry Information Technology and Services
Experience
JetBlue Airways 2014 - Present
HomeServe USA January 2013 - December 2013
Instant Response Network April 2011 - November 2012
PLATFORMedia LLC January 2000 - March 2011
UBS 1998 - 1999
Bankers Trust 1997 - 1998
Winged Keel Group 1996 - 1997
Skills
Risk Management, Business Analysis, Business Development, Start-ups, Analysis, Strategic Planning, Business Strategy, New Business Development, Portfolio Management, Investments, Financial Modeling, CRM, Strategy, Analytics, Product Management
Education
University of California, Santa Barbara 1991 — 1996
BA, Philosophy
DHHS
JetBlue Airways 2014 - Present
HomeServe USA January 2013 - December 2013
Instant Response Network April 2011 - November 2012
PLATFORMedia LLC January 2000 - March 2011
UBS 1998 - 1999
Bankers Trust 1997 - 1998
Winged Keel Group 1996 - 1997
Skills
Risk Management, Business Analysis, Business Development, Start-ups, Analysis, Strategic Planning, Business Strategy, New Business Development, Portfolio Management, Investments, Financial Modeling, CRM, Strategy, Analytics, Product Management
Education
University of California, Santa Barbara 1991 — 1996
BA, Philosophy
DHHS
Cathy MacArthur's Bankers Trust Experience 1985 - 1994
Job Managing Director at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
Larry Liu's Bankers Trust Experience 1992 - 1998
Job Director of Engagement Delivery at GFT
Industry Banking
Experience
GFT August 2014 - Present
Rule Financial September 2013 - Present
Credit Suisse September 2009 - September 2013
Credit Suisse April 2006 - September 2009
Credit Suisse, Legal and Compliance Technology January 2004 - December 2006
Credit Suisse, Investment Banking Technology 1998 - 2003
Bankers Trust 1992 - 1998
Skills
Prime Brokerage, Business Analysis, Investment Banking, Equities, Program Management, Process Engineering, Hedge Funds, Portfolio Management, Mobile Applications, Trading Systems, Fixed Income, Middle Office, Derivatives, Low Latency, Bloomberg, Back Office, Banking, Securities, Trading, Equity Derivatives, Credit Risk, FX Options, Securities Lending, Financial Markets, Credit Derivatives, Interest Rate..., Financial Services, Market Risk, Electronic Trading, SDLC, Financial Risk, Investments, Options, Bonds, Asset Management, Swaps, Vendor Management, Private Banking, Reference Data, Emerging Markets, Strategy, Enterprise Architecture, Capital Markets, IT Strategy, Valuation, Alternative Investments, Equity Trading, PMO, Market Data, Commodity
Education
Crossfire 2012 — 2013
Mobile Programming
Queens College of City University of New York
Master of Computer Science
University of Houston
Computer Science - Graduate School Study
GFT August 2014 - Present
Rule Financial September 2013 - Present
Credit Suisse September 2009 - September 2013
Credit Suisse April 2006 - September 2009
Credit Suisse, Legal and Compliance Technology January 2004 - December 2006
Credit Suisse, Investment Banking Technology 1998 - 2003
Bankers Trust 1992 - 1998
Skills
Prime Brokerage, Business Analysis, Investment Banking, Equities, Program Management, Process Engineering, Hedge Funds, Portfolio Management, Mobile Applications, Trading Systems, Fixed Income, Middle Office, Derivatives, Low Latency, Bloomberg, Back Office, Banking, Securities, Trading, Equity Derivatives, Credit Risk, FX Options, Securities Lending, Financial Markets, Credit Derivatives, Interest Rate..., Financial Services, Market Risk, Electronic Trading, SDLC, Financial Risk, Investments, Options, Bonds, Asset Management, Swaps, Vendor Management, Private Banking, Reference Data, Emerging Markets, Strategy, Enterprise Architecture, Capital Markets, IT Strategy, Valuation, Alternative Investments, Equity Trading, PMO, Market Data, Commodity
Education
Crossfire 2012 — 2013
Mobile Programming
Queens College of City University of New York
Master of Computer Science
University of Houston
Computer Science - Graduate School Study
Govind Seshadri's Bankers Trust Experience 1997 - 2000
Job VP at HSBC Securities
Industry Information Technology and Services
Experience
HSBC Securities December 2000 - Present
Bankers Trust 1997 - 2000
Ascent Computing 1996 - 1997
Skills
Sybase, Trading Systems, Database Administration, Fixed Income, Databases, Derivatives, Capital Markets, FX Options, Market Data, Electronic Trading, Reference Data, Middle Office, Equities, Investment Banking, SDLC, Oracle, Back Office, Production Support, Sybase IQ, Big Data, NoSQL
Education
University of New England (AU) 1992 — 1994
Master, Computer Science
University of Madras 1987 — 1989
Masters, Mathematics
Maruthi
HSBC Securities December 2000 - Present
Bankers Trust 1997 - 2000
Ascent Computing 1996 - 1997
Skills
Sybase, Trading Systems, Database Administration, Fixed Income, Databases, Derivatives, Capital Markets, FX Options, Market Data, Electronic Trading, Reference Data, Middle Office, Equities, Investment Banking, SDLC, Oracle, Back Office, Production Support, Sybase IQ, Big Data, NoSQL
Education
University of New England (AU) 1992 — 1994
Master, Computer Science
University of Madras 1987 — 1989
Masters, Mathematics
Maruthi
Robert Nance's Bankers Trust Experience 1992 - 1993
Job Senior Staff Engineer at Qualcomm Innovation Center Inc
Industry Telecommunications
Experience
Qualcomm Innovation Center Inc May 2010 - Present
IGT January 2009 - May 2010
Progressive Gaming International 2005 - 2008
Cedros Village Fine Art 2003 - 2007
VirtGame 1997 - 2005
CYVA Research 1995 - 1997
FileNet 1995 - 1996
Bankers Trust 1992 - 1993
Enfin Software Corp. 1987 - 1993
Software Products International 1982 - 1986
Education
University of California, San Diego 1976 — 1980
B.A, Computer Science, Political Philosophy, Russian Literature
Qualcomm Innovation Center Inc May 2010 - Present
IGT January 2009 - May 2010
Progressive Gaming International 2005 - 2008
Cedros Village Fine Art 2003 - 2007
VirtGame 1997 - 2005
CYVA Research 1995 - 1997
FileNet 1995 - 1996
Bankers Trust 1992 - 1993
Enfin Software Corp. 1987 - 1993
Software Products International 1982 - 1986
Education
University of California, San Diego 1976 — 1980
B.A, Computer Science, Political Philosophy, Russian Literature
anthony takazawa's Bankers Trust Experience 1996 - 1999
Job Vice President of Investor Relations at EMC
Industry Information Technology and Services
Experience
EMC 1999 - Present
Bankers Trust 1996 - 1999
The Phoenix Companies 1989 - 1996
Skills
Equities, Corporate Communications, Investor Relations, Equity Research, Strategic Partnerships, Financial Analysis, Crisis Communications, Analyst Relations, Internal Communications, Strategic Communications, Annual Reports, Corporate Social..., Market Research, Messaging, Business Strategy, Financial Reporting, SEC filings, Written & Oral..., Shareholder Activism, Crisis management, Shareholder Value, Corporate Governance, Legal Compliance, Cross-functional Team..., Equity Derivatives, Investment Strategies, Equity Valuation, Economic Research, Crisis Management, Strategy
Education
University of Notre Dame
BBA, Finance/Investments
University of Wisconsin-Madison - School of Business
MBA, Finance/Investments
EMC 1999 - Present
Bankers Trust 1996 - 1999
The Phoenix Companies 1989 - 1996
Skills
Equities, Corporate Communications, Investor Relations, Equity Research, Strategic Partnerships, Financial Analysis, Crisis Communications, Analyst Relations, Internal Communications, Strategic Communications, Annual Reports, Corporate Social..., Market Research, Messaging, Business Strategy, Financial Reporting, SEC filings, Written & Oral..., Shareholder Activism, Crisis management, Shareholder Value, Corporate Governance, Legal Compliance, Cross-functional Team..., Equity Derivatives, Investment Strategies, Equity Valuation, Economic Research, Crisis Management, Strategy
Education
University of Notre Dame
BBA, Finance/Investments
University of Wisconsin-Madison - School of Business
MBA, Finance/Investments
Mary Catherine Permenter's Bankers Trust Experience October 1996 - June 1998
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas May 2004 - Present
BNP Paribas- New York, NY 2004 - Present
Zurich Capital Markets October 2002 - October 2003
Accenture June 1998 - October 2002
Bankers Trust October 1996 - June 1998
Education
University of Delaware 1992 — 1996
BA, Mathematical Science, minor Economics
BNP Paribas May 2004 - Present
BNP Paribas- New York, NY 2004 - Present
Zurich Capital Markets October 2002 - October 2003
Accenture June 1998 - October 2002
Bankers Trust October 1996 - June 1998
Education
University of Delaware 1992 — 1996
BA, Mathematical Science, minor Economics
Michael C. Moorhead's Bankers Trust Experience 1994 - 1997
Job Managing Partner at Tippett Moorhead Financial Partners
Industry Insurance
Experience
Tippett Moorhead Financial Partners May 2012 - Present
Mullin TBG 1997 - 2012
Bankers Trust 1994 - 1997
Chemical Bank 1988 - 1994
First Interstate Bank 1976 - 1987
Skills
Insurance, Business Development, Leadership, Financial Planning, New Business Development, Operations Management, Risk Managment Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Strategy, Management, Securities
Education
University of California, Los Angeles
Bachelor's degree and MBA
Tippett Moorhead Financial Partners May 2012 - Present
Mullin TBG 1997 - 2012
Bankers Trust 1994 - 1997
Chemical Bank 1988 - 1994
First Interstate Bank 1976 - 1987
Skills
Insurance, Business Development, Leadership, Financial Planning, New Business Development, Operations Management, Risk Managment Strategy, Retention Strategy, Retirement Strategy, Deferred Compensation..., Supplemental Disability..., Strategy, Management, Securities
Education
University of California, Los Angeles
Bachelor's degree and MBA
Christopher A. Dean's Bankers Trust Experience January 2013 - June 2015
Job Commercial Lender at Dubuque Bank & Trust
Industry Banking
Experience
Dubuque Bank & Trust July 2015 - Present
Bankers Trust January 2013 - June 2015
Bankers Trust Company October 2006 - December 2012
Wells Fargo Financial June 2006 - October 2006
Wells Fargo Financial, CLAO May 2005 - May 2006
Wells Fargo Financial 2004 - 2005
AEGON USA Realty Advisors, Inc. January 2003 - August 2003
Skills
Loans, Mortgage Lending, Portfolio Management, Investments, Finance, Underwriting, Commercial Lending, Credit, Credit Analysis, Loan Origination, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Small Business Lending, Insurance, Relationship Management
Education
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Finance, General
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Psychology
Western Dubuque 1994 — 1997
IBA Commercial Lending School
IBA Commercial Lending School
Dubuque Bank & Trust July 2015 - Present
Bankers Trust January 2013 - June 2015
Bankers Trust Company October 2006 - December 2012
Wells Fargo Financial June 2006 - October 2006
Wells Fargo Financial, CLAO May 2005 - May 2006
Wells Fargo Financial 2004 - 2005
AEGON USA Realty Advisors, Inc. January 2003 - August 2003
Skills
Loans, Mortgage Lending, Portfolio Management, Investments, Finance, Underwriting, Commercial Lending, Credit, Credit Analysis, Loan Origination, Commercial Banking, Banking, Lines Of Credit, Commercial Real Estate, Small Business Lending, Insurance, Relationship Management
Education
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Finance, General
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Real Estate
University of Northern Iowa 1998 — 2004
Bachelor of Arts (B.A.), Psychology
Western Dubuque 1994 — 1997
IBA Commercial Lending School
IBA Commercial Lending School
Ann M. Griffith's Bankers Trust Experience 1997 - 1997
Job Managing Director at Oyster Consulting, LLC
Industry Financial Services
Experience
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
Oyster Consulting, LLC 2011 - Present
IFC - International Finance Corporation August 2010 - June 2011
FBR July 2005 - June 2010
NASD 2002 - 2005
Credit Suisse First Boston January 1998 - June 2002
Bankers Trust 1997 - 1997
US Securities and Exchange Commission 1991 - 1997
Skills
Compliance, Corporate Governance, Series 7, FINRA, AML, Risk Management, Hedge Funds, Capital Markets, Investment Advisory, Securities Regulation, Risk Assessment, Policy, Private Equity, Broker-Dealer, Due Diligence, Securities, SEC, Equities, Alternative Investments, Financial Services, Private Placements, Prime Brokerage, Asset Management, Mutual Funds, Series 24, Trading, Anti Money Laundering
Education
University of Illinois College of Law 1986 — 1989
J.D., Law
University of Illinois at Urbana-Champaign 1982 — 1986
B.A., English
James Hintze's Bankers Trust Experience 1985 - 1988
Job DCP at BGC Partners
Industry Capital Markets
Experience
BGC Partners September 2004 - Present
emeralds International 2015 - 2015
emeralds International 2015 - 2015
emeralds International 2015 - 2015
Bank of New York Mellon June 2001 - September 2004
Citibank 1996 - 2001
Prudential Securities April 1989 - September 1992
Bankers Trust 1985 - 1988
Digital Equipment Corporation January 1982 - January 1984
Univ of Iowa Weeg Computer Center 1975 - 1981
Skills
VMS, SWIFT payments, Disaster Recovery, Data Center, Derivatives, Unix, ITIL, Operating Systems, TCP/IP, HP, Storage, Market Data
Education
University of Iowa
BGC Partners September 2004 - Present
emeralds International 2015 - 2015
emeralds International 2015 - 2015
emeralds International 2015 - 2015
Bank of New York Mellon June 2001 - September 2004
Citibank 1996 - 2001
Prudential Securities April 1989 - September 1992
Bankers Trust 1985 - 1988
Digital Equipment Corporation January 1982 - January 1984
Univ of Iowa Weeg Computer Center 1975 - 1981
Skills
VMS, SWIFT payments, Disaster Recovery, Data Center, Derivatives, Unix, ITIL, Operating Systems, TCP/IP, HP, Storage, Market Data
Education
University of Iowa
Jerry McCauley's Bankers Trust Experience 1985 - 1998
Job Assistant Director, Corporate, Foundation and Restricted Giving at United States Holocaust Memorial Museum
Industry Museums and Institutions
Experience
United States Holocaust Memorial Museum October 2012 - Present
United States Holocaust Memorial Museum October 2003 - September 2012
Bankers Trust 1985 - 1998
Skills
Museums, Non-profits, Research, Grant Writing, Grants, Nonprofits, Program Development, Philanthropy
Education
University of Mississippi
Bachelor of Arts (B.A.), Psychology
United States Holocaust Memorial Museum October 2012 - Present
United States Holocaust Memorial Museum October 2003 - September 2012
Bankers Trust 1985 - 1998
Skills
Museums, Non-profits, Research, Grant Writing, Grants, Nonprofits, Program Development, Philanthropy
Education
University of Mississippi
Bachelor of Arts (B.A.), Psychology
Marshall Adam Pike's Bankers Trust Experience June 2007 - November 2011
Job Vice President at Icon Bank of Texas
Industry Banking
Experience
Icon Bank of Texas January 2014 - Present
Icon Bank of Texas August 2012 - January 2014
Heritage Bank February 2012 - August 2012
Bankers Trust June 2007 - November 2011
University of Houston August 2003 - May 2007
Skills
Commercial Lending, Financial Analysis, Real Estate, Microsoft Excel, PowerPoint, Customer Service, Marketing, Underwriting, Microsoft Office, Microsoft Word, Portfolio Management
Education
University of Houston 2001 — 2007
BA, Corporate/Organizational Communication
Icon Bank of Texas January 2014 - Present
Icon Bank of Texas August 2012 - January 2014
Heritage Bank February 2012 - August 2012
Bankers Trust June 2007 - November 2011
University of Houston August 2003 - May 2007
Skills
Commercial Lending, Financial Analysis, Real Estate, Microsoft Excel, PowerPoint, Customer Service, Marketing, Underwriting, Microsoft Office, Microsoft Word, Portfolio Management
Education
University of Houston 2001 — 2007
BA, Corporate/Organizational Communication
Jon St. Clair's Bankers Trust Experience 1998 - 2000
Job Derivative Operations Sr. Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors November 2004 - Present
Principal Global Investors May 2002 - November 2004
MetLife Financial Services May 2000 - December 2001
Bankers Trust 1998 - 2000
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Financial Planning, Insurance, Bonds, Settlement, Valuation, Annuities, Bloomberg Terminal, Financial Services, Trading
Education
University of Northern Iowa 1993 — 1997
B.A., Marketing
Principal Global Investors November 2004 - Present
Principal Global Investors May 2002 - November 2004
MetLife Financial Services May 2000 - December 2001
Bankers Trust 1998 - 2000
Skills
Securities, Investments, Fixed Income, Bloomberg, Derivatives, Financial Planning, Insurance, Bonds, Settlement, Valuation, Annuities, Bloomberg Terminal, Financial Services, Trading
Education
University of Northern Iowa 1993 — 1997
B.A., Marketing
torova bridgeford's Bankers Trust Experience 1994 - 1996
Job Lotus Notes Administrator at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young April 2007 - Present
Bankers Trust 1994 - 1996
Education
University of Bridgeport 1983 — 1987
BS, Computer Inform System
Ernst & Young April 2007 - Present
Bankers Trust 1994 - 1996
Education
University of Bridgeport 1983 — 1987
BS, Computer Inform System
Bin Zhou's Bankers Trust Experience September 1994 - June 1996
Job Financial Services Professional
Industry Financial Services
Experience
Barclays September 2009 - Present
Bear Stearns March 2007 - June 2008
Barclays Capital June 1996 - December 2006
Bankers Trust September 1994 - June 1996
Kansas State University September 1991 - September 1994
Skills
Options, Trading, Risk Management, Derivatives, Credit Derivatives, Market Risk, Interest Rate..., Fixed Income, Structured Products, Interest Rate Swaps, Financial Modeling, Securities Lending, Quantitative Analytics, Proprietary Trading, FX Options, Hedge Funds, Operational Risk, Equity Derivatives, Financial Engineering, Liquidity Management, Team Management, algorithm trading, Commodity Risk..., FX trading, Stress Testing, risk capital management, RWA, VAR, Scenario Analysis, Risk Control Policy, Global Regulatory...
Education
University of Pittsburgh 1985 — 1991
Ph.D, Physics
University of Kentucky 1984 — 1985
Physics
Wuhan University 1980 — 1984
Bachelor's degree, Physics
Barclays September 2009 - Present
Bear Stearns March 2007 - June 2008
Barclays Capital June 1996 - December 2006
Bankers Trust September 1994 - June 1996
Kansas State University September 1991 - September 1994
Skills
Options, Trading, Risk Management, Derivatives, Credit Derivatives, Market Risk, Interest Rate..., Fixed Income, Structured Products, Interest Rate Swaps, Financial Modeling, Securities Lending, Quantitative Analytics, Proprietary Trading, FX Options, Hedge Funds, Operational Risk, Equity Derivatives, Financial Engineering, Liquidity Management, Team Management, algorithm trading, Commodity Risk..., FX trading, Stress Testing, risk capital management, RWA, VAR, Scenario Analysis, Risk Control Policy, Global Regulatory...
Education
University of Pittsburgh 1985 — 1991
Ph.D, Physics
University of Kentucky 1984 — 1985
Physics
Wuhan University 1980 — 1984
Bachelor's degree, Physics
Jeff Mexicotte's Bankers Trust Experience 1997 - 2000
Job Senior Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Credit Suisse May 2007 - August 2008
Citigroup May 2005 - May 2007
Citigroup 2005 - 2007
Citi 2005 - 2007
Deutsche Bank August 1997 - May 2005
Bankers Trust 1997 - 2000
Digital Equipment BCFI AB 1983 - 1996
Digital Equipment Corporation 1982 - 1995
Skills
Visio, Project Management, Program Management, Management, PMP, Budgets, Project Planning, Quality Assurance, Policy, Software Development, IT Strategy, Cloud Computing, PMO, Pre-sales, SDLC
Education
University of Michigan 1977 — 1981
BA, Computer Science
Morgan Stanley January 2011 - Present
Credit Suisse May 2007 - August 2008
Citigroup May 2005 - May 2007
Citigroup 2005 - 2007
Citi 2005 - 2007
Deutsche Bank August 1997 - May 2005
Bankers Trust 1997 - 2000
Digital Equipment BCFI AB 1983 - 1996
Digital Equipment Corporation 1982 - 1995
Skills
Visio, Project Management, Program Management, Management, PMP, Budgets, Project Planning, Quality Assurance, Policy, Software Development, IT Strategy, Cloud Computing, PMO, Pre-sales, SDLC
Education
University of Michigan 1977 — 1981
BA, Computer Science
Surasee Rodari's Bankers Trust Experience bankerbankers trust co.1979 - Present
Job Vice President at Bankers Trust
Industry Financial Services
Experience
Bankers Trust bankerbankers trust co.1979 - Present
Education
University of Northern Iowa 1975 — 1978
bachelor, Accounting
Bankers Trust bankerbankers trust co.1979 - Present
Education
University of Northern Iowa 1975 — 1978
bachelor, Accounting
Vernon Barback's Bankers Trust Experience 1977 - 1999
Job Partner at AltB Partners LP
Industry Financial Services
Experience
AltB Partners LP January 2013 - Present
GlobeOp Financial Services March 2004 - September 2012
Citigroup Asset Management August 1999 - February 2004
Bankers Trust 1977 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Banking, Securities, Fixed Income, Private Equity, Fund Administration, Derivatives, Financial Markets, Equity Derivatives, Options, Credit Derivatives, Fund Of Funds, Bloomberg, Banking, Trading, Start-ups, Middle Office, Portfolio Management
Education
University of Cambridge 1974 — 1977
BA, Economics
AltB Partners LP January 2013 - Present
GlobeOp Financial Services March 2004 - September 2012
Citigroup Asset Management August 1999 - February 2004
Bankers Trust 1977 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Asset Management, Capital Markets, Investment Banking, Securities, Fixed Income, Private Equity, Fund Administration, Derivatives, Financial Markets, Equity Derivatives, Options, Credit Derivatives, Fund Of Funds, Bloomberg, Banking, Trading, Start-ups, Middle Office, Portfolio Management
Education
University of Cambridge 1974 — 1977
BA, Economics
Molly Schrader's Bankers Trust Experience August 2005 - August 2006
Job Associate Managing Director at The Private Bank And Trust Company
Industry Banking
Experience
The Private Bank And Trust Company August 2006 - Present
Bankers Trust August 2005 - August 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Insurance, Risk Management, Mortgage Lending, Loans, Small Business
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance and Marketing
The Private Bank And Trust Company August 2006 - Present
Bankers Trust August 2005 - August 2006
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Insurance, Risk Management, Mortgage Lending, Loans, Small Business
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2005
BBA, Finance and Marketing
gail quinn's Bankers Trust Experience December 1997 - September 1998
Job Independent writer/editor at Simple Solutions NYC
Industry Writing and Editing
Experience
Simple Solutions NYC September 2011 - Present
Banker's Trust December 1997 - September 1998
Credit Suisse July 1988 - July 1997
Skills
Editing, Writing, Research, Teaching, Psychology, Public Speaking, Non-fiction, Tutoring, Corporate Communications, Newsletters, Nonprofits, Proofreading, Journalism
Education
University of Michigan 1976 — 1978
MA, Psychology
University of Michigan 1969 — 1972
Bachelor of Arts (B.A.), English/Journalism
Simple Solutions NYC September 2011 - Present
Banker's Trust December 1997 - September 1998
Credit Suisse July 1988 - July 1997
Skills
Editing, Writing, Research, Teaching, Psychology, Public Speaking, Non-fiction, Tutoring, Corporate Communications, Newsletters, Nonprofits, Proofreading, Journalism
Education
University of Michigan 1976 — 1978
MA, Psychology
University of Michigan 1969 — 1972
Bachelor of Arts (B.A.), English/Journalism
Stephen Chiu's Bankers Trust Experience 1996 - 1997
Job SVP at Mizuho Bank Ltd
Industry Financial Services
Experience
Mizuho Bank November 2014 - Present
RBS Markets & International Banking May 2010 - November 2014
Citigroup June 1999 - April 2010
UBS November 1997 - June 1999
Bankers Trust 1996 - 1997
Skills
Liquidity, Funding, Balance Sheet, Capital Markets, Capital Management, Bloomberg, Liquidity Management, Financial Analysis, Treasury Management, Treasury, Investment Banking, Fixed Income, Stress Testing, US Treasuries, Interest Rate Risk..., Financial Reporting, Secured Financing, Balance Sheet Review, ALCO, Funds Transfer Pricing, ALM, Finance, Liquidity Risk, Financial Risk
Education
University of Michigan 1991 — 1996
BA, Economics, Asian Studies
Stuyvesant High School 1987 — 1991
HS
Mizuho Bank November 2014 - Present
RBS Markets & International Banking May 2010 - November 2014
Citigroup June 1999 - April 2010
UBS November 1997 - June 1999
Bankers Trust 1996 - 1997
Skills
Liquidity, Funding, Balance Sheet, Capital Markets, Capital Management, Bloomberg, Liquidity Management, Financial Analysis, Treasury Management, Treasury, Investment Banking, Fixed Income, Stress Testing, US Treasuries, Interest Rate Risk..., Financial Reporting, Secured Financing, Balance Sheet Review, ALCO, Funds Transfer Pricing, ALM, Finance, Liquidity Risk, Financial Risk
Education
University of Michigan 1991 — 1996
BA, Economics, Asian Studies
Stuyvesant High School 1987 — 1991
HS
David Squires's Bankers Trust Experience March 1998 - July 1999
Job Delivering Business Intelligence as a Global / Cross Functional Shared Service
Industry Banking
Experience
UBS January 2013 - Present
UBS November 2011 - June 2013
UBS Investment Bank January 2010 - November 2011
UBS Investment Bank January 2007 - January 2010
UBS Investment Bank April 2005 - January 2007
UBS Investment Bank July 2003 - April 2005
UBS Investment Bank August 2000 - July 2003
UBS Investment Bank July 1999 - August 2000
Bankers Trust March 1998 - July 1999
Fuji Bank November 1994 - March 1998
Skills
Managerial Experience, Business Analytics, Investment Banking, Stakeholder Management, Business Analysis, Outsourcing, Process Excellence, Change Management, Business Management, MIS, Operational Excellence, Management, Financial Services, Business Intelligence
Education
ACCA - Association of Certified Chartered Accountants 1995 — 1998
University of Brighton 1991 — 1994
Upper 2:1, BA Hons Accounting & Finance
Hastings College of Arts & Technology 1989 — 1991
Distinction, BTEC National Diploma in Business & Finance
UBS January 2013 - Present
UBS November 2011 - June 2013
UBS Investment Bank January 2010 - November 2011
UBS Investment Bank January 2007 - January 2010
UBS Investment Bank April 2005 - January 2007
UBS Investment Bank July 2003 - April 2005
UBS Investment Bank August 2000 - July 2003
UBS Investment Bank July 1999 - August 2000
Bankers Trust March 1998 - July 1999
Fuji Bank November 1994 - March 1998
Skills
Managerial Experience, Business Analytics, Investment Banking, Stakeholder Management, Business Analysis, Outsourcing, Process Excellence, Change Management, Business Management, MIS, Operational Excellence, Management, Financial Services, Business Intelligence
Education
ACCA - Association of Certified Chartered Accountants 1995 — 1998
University of Brighton 1991 — 1994
Upper 2:1, BA Hons Accounting & Finance
Hastings College of Arts & Technology 1989 — 1991
Distinction, BTEC National Diploma in Business & Finance
Joseph Bustin, CFP®'s Bankers Trust Experience 1981 - 1989
Job Owner at JBFS LLC
Industry Financial Services
Experience
JBFS LLC May 2005 - Present
Citzens Bank & Trust, Chillicothe, MO September 2006 - March 2010
BDFS Corp 1992 - 2005
Bankers Trust 1981 - 1989
Skills
Investments, Insurance, Retirement Planning, Annuities
Education
University of Notre Dame 1972 — 1978
BA, MBA, Political Science, Finance
JBFS LLC May 2005 - Present
Citzens Bank & Trust, Chillicothe, MO September 2006 - March 2010
BDFS Corp 1992 - 2005
Bankers Trust 1981 - 1989
Skills
Investments, Insurance, Retirement Planning, Annuities
Education
University of Notre Dame 1972 — 1978
BA, MBA, Political Science, Finance
Skylar Mayberry-Mayes's Bankers Trust Experience September 2014 - June 2015
Job Personal Lines Underwriter at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance June 2015 - Present
Bankers Trust September 2014 - June 2015
BTC Capital Management/Bankers Trust Company June 2012 - August 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
United Way of Central Iowa August 2012 - November 2012
University of Northern Iowa January 2011 - June 2012
Bankers Trust April 2011 - August 2011
City of Davenport August 2010 - August 2010
State Farm Insurance April 2007 - June 2007
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Northern Iowa 2007 — 2012
Bachelor of Arts (B.A.), Finance: Management
University of Missouri-Saint Louis 2010 — 2010
Finance: International Business
Nationwide Insurance June 2015 - Present
Bankers Trust September 2014 - June 2015
BTC Capital Management/Bankers Trust Company June 2012 - August 2014
Volunteer Income Tax Assistance (VITA) January 2014 - April 2014
United Way of Central Iowa August 2012 - November 2012
University of Northern Iowa January 2011 - June 2012
Bankers Trust April 2011 - August 2011
City of Davenport August 2010 - August 2010
State Farm Insurance April 2007 - June 2007
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Northern Iowa 2007 — 2012
Bachelor of Arts (B.A.), Finance: Management
University of Missouri-Saint Louis 2010 — 2010
Finance: International Business
Georgia Gaden Jones's Bankers Trust Experience May 1999 - June 2000
Job Doctoral Candidate, Researcher, Communicator
Industry Higher Education
Experience
University of Calgary September 2006 - Present
Nugene Language Centre February 2001 - April 2004
Bankers Trust May 1999 - June 2000
Skills
Writing, Research, New Media, Higher Education, Blogging, Editing, Qualitative Research, Interviews, Teaching, History, Program Management, University Teaching, Program Development, Curriculum Design, Social Media, Grant Writing
Education
University of York 2004 — 2005
Master of Arts (M.A.), Graduated with distinction
University College Dublin
Bachelor of Arts
University of Calgary September 2006 - Present
Nugene Language Centre February 2001 - April 2004
Bankers Trust May 1999 - June 2000
Skills
Writing, Research, New Media, Higher Education, Blogging, Editing, Qualitative Research, Interviews, Teaching, History, Program Management, University Teaching, Program Development, Curriculum Design, Social Media, Grant Writing
Education
University of York 2004 — 2005
Master of Arts (M.A.), Graduated with distinction
University College Dublin
Bachelor of Arts
James McFarland's Bankers Trust Experience 1991 - 1999
Job Managing Director Global Markets BNY Mellon
Industry Financial Services
Experience
Morgan Stanley 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1991 - 1999
Skills
Fixed Income, Structured Products, Investment Banking, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Equities, Swaps, FX Options, Securities, Bloomberg, Alternative Investments, Equity Derivatives, Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance/International Business
State University of New York at Buffalo
Economics
Morgan Stanley 2004 - 2013
Deutsche Bank 2000 - 2004
Bankers Trust 1991 - 1999
Skills
Fixed Income, Structured Products, Investment Banking, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Equities, Swaps, FX Options, Securities, Bloomberg, Alternative Investments, Equity Derivatives, Finance
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance/International Business
State University of New York at Buffalo
Economics
Jeffrey Bronchick's Bankers Trust Experience 1985 - 1986
Job Principal at Cove Street Capital, LLC
Industry Financial Services
Experience
Cove Street Capital, LLC July 2011 - Present
Reed, Conner & Birdwell Investment Management 1989 - 2011
Neuberger Berman 1986 - 1989
Bankers Trust 1985 - 1986
First Boston Corporation 1984 - 1985
Education
University of Pennsylvania 1980 — 1984
BA, Economics
London School of Economics 1982 — 1983
Economics
Cove Street Capital, LLC July 2011 - Present
Reed, Conner & Birdwell Investment Management 1989 - 2011
Neuberger Berman 1986 - 1989
Bankers Trust 1985 - 1986
First Boston Corporation 1984 - 1985
Education
University of Pennsylvania 1980 — 1984
BA, Economics
London School of Economics 1982 — 1983
Economics
Jeffrey Leto's Bankers Trust Experience May 2012 - Present
Job Mortgage Loan Closer at Bankers Trust
Industry Banking
Experience
Bankers Trust May 2012 - Present
Palmer Group July 2011 - April 2012
MetaBank July 2006 - June 2011
Cornerstone Mortgage Company December 2004 - July 2006
Unified Title & Settlement July 2002 - October 2004
First American Lenders Advantage June 1999 - July 2002
Education
University of Northern Iowa 1993 — 1998
BA, Business Administration in Management
Bankers Trust May 2012 - Present
Palmer Group July 2011 - April 2012
MetaBank July 2006 - June 2011
Cornerstone Mortgage Company December 2004 - July 2006
Unified Title & Settlement July 2002 - October 2004
First American Lenders Advantage June 1999 - July 2002
Education
University of Northern Iowa 1993 — 1998
BA, Business Administration in Management
Valorie Friedsam's Bankers Trust Experience January 1995 - May 1995
Job Founder at Valorie Friedsam Designs
Industry Executive Office
Experience
Valorie Friedsam Designs November 2003 - Present
Medialink May 1995 - May 2000
Bankers Trust January 1995 - May 1995
Robertson, Stephens & Company April 1993 - November 1994
Hamilton Management September 1990 - September 1992
Education
University of Arizona 1985 — 1990
BS, Communications
Valorie Friedsam Designs November 2003 - Present
Medialink May 1995 - May 2000
Bankers Trust January 1995 - May 1995
Robertson, Stephens & Company April 1993 - November 1994
Hamilton Management September 1990 - September 1992
Education
University of Arizona 1985 — 1990
BS, Communications
Lucy Rinaldi's Bankers Trust Experience 1989 - 1996
Job Chief Investment Officer at Albert & Mary Lasker Foundation
Industry Financial Services
Experience
Albert & Mary Lasker Foundation November 2005 - Present
Bankers Trust 1989 - 1996
Goldman Sachs 1983 - 1989
Skills
Hedge Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Equities, Portfolio Management
Education
Oxford University 1978 — 1982
BA, Philosophy & Economics
Albert & Mary Lasker Foundation November 2005 - Present
Bankers Trust 1989 - 1996
Goldman Sachs 1983 - 1989
Skills
Hedge Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Equities, Portfolio Management
Education
Oxford University 1978 — 1982
BA, Philosophy & Economics
Alex Garbuio's Bankers Trust Experience 1991 - 1992
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2008 - Present
Bear Stearns 1998 - 2008
Bankers Trust 1991 - 1992
Education
University of Michigan 1985 — 1988
Bachelor of Science (BS), Industrial Engineering Operations Research
J.P. Morgan 2008 - Present
Bear Stearns 1998 - 2008
Bankers Trust 1991 - 1992
Education
University of Michigan 1985 — 1988
Bachelor of Science (BS), Industrial Engineering Operations Research
Joe Cate's Bankers Trust Experience May 2010 - August 2010
Job C.P.A. at Roth & Company, P.C.
Industry Accounting
Experience
Roth & Company, P.C. 2012 - Present
Bankers Trust May 2010 - August 2010
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, Internal Controls, QuickBooks, General Ledger, Income Tax, Financial Analysis, Account Reconciliation, Accounts Payable, CPA
Education
University of Iowa 2011 — 2012
Master's degree, Accounting
University of Iowa 2007 — 2010
BBA, Accounting
Roth & Company, P.C. 2012 - Present
Bankers Trust May 2010 - August 2010
Skills
Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, Internal Controls, QuickBooks, General Ledger, Income Tax, Financial Analysis, Account Reconciliation, Accounts Payable, CPA
Education
University of Iowa 2011 — 2012
Master's degree, Accounting
University of Iowa 2007 — 2010
BBA, Accounting
Connie McCleary-Geiger's Bankers Trust Experience June 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Bankers Trust June 2015 - Present
Athene Asset Management (f/k/a Aviva Investors North America) April 2012 - May 2015
Kidder Benefits Consultants, Inc. November 2006 - March 2012
Aerojet September 2005 - October 2006
Raley's July 2002 - August 2005
Polycomp Administrative Services, Inc. September 2000 - July 2002
Watson Wyatt Worldwide December 1998 - May 2000
The Boston Consulting Group August 1992 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Deferred Compensation, ERISA, Retirement, Wealth Management, Organization Skills, Executive..., Legal Documents, Legal Compliance, Event Planning, Events Coordination
Education
University of Iowa College of Law 1989 — 1992
Doctor of Law (J.D.)
University of Iowa 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Bankers Trust June 2015 - Present
Athene Asset Management (f/k/a Aviva Investors North America) April 2012 - May 2015
Kidder Benefits Consultants, Inc. November 2006 - March 2012
Aerojet September 2005 - October 2006
Raley's July 2002 - August 2005
Polycomp Administrative Services, Inc. September 2000 - July 2002
Watson Wyatt Worldwide December 1998 - May 2000
The Boston Consulting Group August 1992 - February 1998
Skills
Employee Benefits, Benefits Administration, 401k, Deferred Compensation, ERISA, Retirement, Wealth Management, Organization Skills, Executive..., Legal Documents, Legal Compliance, Event Planning, Events Coordination
Education
University of Iowa College of Law 1989 — 1992
Doctor of Law (J.D.)
University of Iowa 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Cody Fish's Bankers Trust Experience May 2012 - August 2012
Job Tax Process Specialist at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Robert Half January 2015 - April 2015
Transamerica January 2014 - December 2014
The University of Iowa June 2013 - August 2013
Bankers Trust May 2012 - August 2012
Skills
QuickBooks, Microsoft Excel, Tax, Auditing, Financial Reporting, Microsoft Word, Financial Analysis, PowerPoint, Tax Preparation, Bookkeeping, Income Tax, Microsoft Office, Teamwork, Access, Accounts Payable, Financial Statements, GAAP, Peachtree, Account Reconciliation, General Ledger, CPA
Education
University of Iowa 2010 — 2015
BBA, Accounting / Finance
University of Iowa 2010 — 2015
Accounting, Accounting and Finance
PwC June 2015 - Present
Robert Half January 2015 - April 2015
Transamerica January 2014 - December 2014
The University of Iowa June 2013 - August 2013
Bankers Trust May 2012 - August 2012
Skills
QuickBooks, Microsoft Excel, Tax, Auditing, Financial Reporting, Microsoft Word, Financial Analysis, PowerPoint, Tax Preparation, Bookkeeping, Income Tax, Microsoft Office, Teamwork, Access, Accounts Payable, Financial Statements, GAAP, Peachtree, Account Reconciliation, General Ledger, CPA
Education
University of Iowa 2010 — 2015
BBA, Accounting / Finance
University of Iowa 2010 — 2015
Accounting, Accounting and Finance
Irene Kimama's Bankers Trust Experience June 2013 - August 2013
Job Tax Intern at EY
Industry Accounting
Experience
EY June 2015 - Present
Principal Financial Group June 2014 - August 2014
Bankers Trust June 2013 - August 2013
Education
University of Notre Dame 2015 — 2016
Master’s Degree, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2015
Bachelor’s Degree, Accounting
EY June 2015 - Present
Principal Financial Group June 2014 - August 2014
Bankers Trust June 2013 - August 2013
Education
University of Notre Dame 2015 — 2016
Master’s Degree, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Theresa Christie's Bankers Trust Experience April 1990 - January 1999
Job
Industry
Experience
Bankers Trust April 1990 - January 1999
KPMG US September 1986 - April 1990
Skills
Budgets, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Training, Public Speaking, Strategic Planning, Social Media
Education
University of Delaware 1982 — 1986
Bachelor of Science (BS), Accounting, CPA
Bankers Trust April 1990 - January 1999
KPMG US September 1986 - April 1990
Skills
Budgets, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Training, Public Speaking, Strategic Planning, Social Media
Education
University of Delaware 1982 — 1986
Bachelor of Science (BS), Accounting, CPA
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation