Bankers Trust
Industry: Bank
DescriptionBankers Trust was a historic American banking organization. The bank merged with Alex. Brown & Sons before being acquired by Deutsche Bank in 1999. Headquarters: New York City, New York, United States Successor: Deutsche Bank Founder: Henry Pomeroy Davison Founded: 1903
Bankers Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bankers Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bankers Trust Salaries. You can even request information on how much does Bankers Trust pay if you want to. Learn about salaries, pros and cons of working for Bankers Trust directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
David Ferguson David Ferguson's Bankers Trust Experience September 1985 - March 1987
Job Partner at Perella Weinberg Partners
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Ron Artinian Ron Artinian's Bankers Trust Experience 1972 - 1976
Job Independent Investor
Industry Financial Services
Experience
The Reserve Funds 2006 - Present
Self-employed 1998 - Present
First Real Estate Investment Trust of New Jersey 1992 - Present
Magic Insurance 2007 - 2010
Smith Barney 1989 - 1998
Lehman Brothers 1972 - 1989
Bankers Trust 1972 - 1976
Skills
Finance
Education
University of Pennsylvania - The Wharton School 1970 — 1972
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
The Reserve Funds 2006 - Present
Self-employed 1998 - Present
First Real Estate Investment Trust of New Jersey 1992 - Present
Magic Insurance 2007 - 2010
Smith Barney 1989 - 1998
Lehman Brothers 1972 - 1989
Bankers Trust 1972 - 1976
Skills
Finance
Education
University of Pennsylvania - The Wharton School 1970 — 1972
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1966 — 1969
Bachelor of Arts (BA), English Language and Literature/Letters
Arnulfo Ybarra, CRCM Arnulfo Ybarra, CRCM's Bankers Trust Experience July 2011 - Present
Job Lending Compliance
Industry Financial Services
Experience
Bankers Trust July 2011 - Present
FDIC June 1984 - June 2011
Skills
Loans, Fair Lending, CRA, RESPA, TILA
Education
University of Phoenix 1984 — 1986
Bachelor’s Degree, Business Administration and Management, General
Bankers Trust July 2011 - Present
FDIC June 1984 - June 2011
Skills
Loans, Fair Lending, CRA, RESPA, TILA
Education
University of Phoenix 1984 — 1986
Bachelor’s Degree, Business Administration and Management, General
Craig Harrington Craig Harrington's Bankers Trust Experience November 1994 - November 1999
Job Chief Financial Officer at Clay
Industry Financial Services
Experience
Clay March 2010 - Present
Club Ventures Investments LLC April 2001 - October 2010
Deloitte & Touche September 2000 - April 2001
Bankers Trust November 1994 - November 1999
KPMG September 1989 - November 1994
Skills
Accounting, Venture Capital, Budgeting, Finance, Internal Controls, Budgets, Risk Management, GAAP, Auditing, Managerial Finance, Investments, Financial Risk, Financial Reporting, General Ledger
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Rhode Island - College of Business Administration 1985 — 1989
BA, Accounting
Clay March 2010 - Present
Club Ventures Investments LLC April 2001 - October 2010
Deloitte & Touche September 2000 - April 2001
Bankers Trust November 1994 - November 1999
KPMG September 1989 - November 1994
Skills
Accounting, Venture Capital, Budgeting, Finance, Internal Controls, Budgets, Risk Management, GAAP, Auditing, Managerial Finance, Investments, Financial Risk, Financial Reporting, General Ledger
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance
University of Rhode Island - College of Business Administration 1985 — 1989
BA, Accounting
Mark Langsfeld Mark Langsfeld's Bankers Trust Experience January 1994 - July 1996
Job President at ListenLogic | Big Data & Advanced Analytics
Industry Information Technology and Services
Experience
ListenLogic January 2008 - Present
Early Stage Startups and Public Sector January 2012 - Present
Mediagistics February 2006 - 2008
Move.com, Homestore, REALTOR.com August 2001 - February 2006
4anything.com August 1997 - November 1999
Bankers Trust January 1994 - July 1996
Skills
Strategy, Business Strategy, Business Intelligence, SEM, Product Management, Market Research, Social Media, Strategic Partnerships, Strategic Planning, Start-ups, Entrepreneurship, Business Development, Leadership, Management, Relationship Marketing, Strategic Consulting, Marketing Strategy, Lead Generation, Marketing Research, Advertising, Information Architecture, Mergers & Acquisitions, Competitive Analysis, Pharmaceutical Research, Public Speaking, Corporate Risk, Risk Intelligence, Big Data
Education
University of Pennsylvania - The Wharton School 1992 — 1993
University of Rochester 1989 — 1992
BA
Germantown Academy 1975 — 1989
K-12
ListenLogic January 2008 - Present
Early Stage Startups and Public Sector January 2012 - Present
Mediagistics February 2006 - 2008
Move.com, Homestore, REALTOR.com August 2001 - February 2006
4anything.com August 1997 - November 1999
Bankers Trust January 1994 - July 1996
Skills
Strategy, Business Strategy, Business Intelligence, SEM, Product Management, Market Research, Social Media, Strategic Partnerships, Strategic Planning, Start-ups, Entrepreneurship, Business Development, Leadership, Management, Relationship Marketing, Strategic Consulting, Marketing Strategy, Lead Generation, Marketing Research, Advertising, Information Architecture, Mergers & Acquisitions, Competitive Analysis, Pharmaceutical Research, Public Speaking, Corporate Risk, Risk Intelligence, Big Data
Education
University of Pennsylvania - The Wharton School 1992 — 1993
University of Rochester 1989 — 1992
BA
Germantown Academy 1975 — 1989
K-12
Patty McKay Patty McKay's Bankers Trust Experience 1990 - 1993
Job Senior Director, Learning and Talent Development at AMN Healthcare
Industry Human Resources
Experience
AMN Healthcare May 2012 - Present
Patty McKay Consulting April 2012 - May 2012
LG Electronics April 2008 - March 2012
LGElectronics MobileComm, U.S.A., Inc. May 2008 - January 2011
Abbott 1999 - 2008
Guidant Corporation April 1999 - January 2006
Medtronic Vascular 1998 - 1999
Development Dimensions International January 1994 - January 1996
Bankers Trust 1990 - 1993
Skills
Leadership Development, Coaching, Project Management, Organizational..., Succession Planning, Global Mindset, Change Leadership, Team Building, Diversity & Inclusion, Assessment Tools, Organizational Culture, Executive Meeting Design, Strategic Thinking and..., Results Orientation, Customer Focus, Competency Models, Behavioral Interviewing, Change Management, Workshop Facilitation, Leadership, Strategy, Talent Management, Business Strategy, Onboarding, Talent Acquisition, Training, Staff Development, Cross-functional Team..., Workforce Planning, Executive Coaching, Training Delivery, Management, Performance Management, Result Oriented, Organizational..., Employee Engagement, Career Counseling, Human Resources, Strategic Thinking, Organizational Design, Employee Relations, 360 Feedback, Executive Management, Personnel Management, Employee Training, Career Development, Consulting
Education
University of San Diego
BA, Psychology, Speech Arts
AMN Healthcare May 2012 - Present
Patty McKay Consulting April 2012 - May 2012
LG Electronics April 2008 - March 2012
LGElectronics MobileComm, U.S.A., Inc. May 2008 - January 2011
Abbott 1999 - 2008
Guidant Corporation April 1999 - January 2006
Medtronic Vascular 1998 - 1999
Development Dimensions International January 1994 - January 1996
Bankers Trust 1990 - 1993
Skills
Leadership Development, Coaching, Project Management, Organizational..., Succession Planning, Global Mindset, Change Leadership, Team Building, Diversity & Inclusion, Assessment Tools, Organizational Culture, Executive Meeting Design, Strategic Thinking and..., Results Orientation, Customer Focus, Competency Models, Behavioral Interviewing, Change Management, Workshop Facilitation, Leadership, Strategy, Talent Management, Business Strategy, Onboarding, Talent Acquisition, Training, Staff Development, Cross-functional Team..., Workforce Planning, Executive Coaching, Training Delivery, Management, Performance Management, Result Oriented, Organizational..., Employee Engagement, Career Counseling, Human Resources, Strategic Thinking, Organizational Design, Employee Relations, 360 Feedback, Executive Management, Personnel Management, Employee Training, Career Development, Consulting
Education
University of San Diego
BA, Psychology, Speech Arts
Paul Legvold's Bankers Trust Experience 1995 - 1998
Job Managing Partner, Global Asset Management Korn Ferry International
Industry Financial Services
Experience
Korn Ferry International June 2010 - Present
Heidrick & Struggles 2000 - 2010
Wilshire Associates 1998 - 2000
Bankers Trust 1995 - 1998
Mitchell Hutchins 1994 - 1995
Brown Brothers Harriman 1980 - 1994
Education
University of Southern California
MBA, BS, Finance
Korn Ferry International June 2010 - Present
Heidrick & Struggles 2000 - 2010
Wilshire Associates 1998 - 2000
Bankers Trust 1995 - 1998
Mitchell Hutchins 1994 - 1995
Brown Brothers Harriman 1980 - 1994
Education
University of Southern California
MBA, BS, Finance
Seth M. Lynn, Jr. Seth M. Lynn, Jr.'s Bankers Trust Experience January 1975 - March 1986
Job Senior Investment Consultant
Industry Financial Services
Experience
Dahab Associates, Inc. January 2012 - Present
BeMyMirror LLC August 2010 - December 2011
Edisonet LLC September 2009 - December 2011
Byram Capital 2002 - 2008
Axe-Houghton Associates 1992 - 2002
Axe-Houghton Management, Inc. 1990 - 1992
Axe Core Investors 1986 - 1990
Bankers Trust January 1975 - March 1986
Skills
Portfolio Management, Strategy, Alternative Investments, Equities, Financial Analysis, Venture Capital, Private Equity, Management, Asset Management, Investments, Asset Allocation, Valuation, Investment Advisory, Hedge Funds, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance
Yale University 1967 — 1971
BA, Art History
The Hill School 1962 — 1967
Dahab Associates, Inc. January 2012 - Present
BeMyMirror LLC August 2010 - December 2011
Edisonet LLC September 2009 - December 2011
Byram Capital 2002 - 2008
Axe-Houghton Associates 1992 - 2002
Axe-Houghton Management, Inc. 1990 - 1992
Axe Core Investors 1986 - 1990
Bankers Trust January 1975 - March 1986
Skills
Portfolio Management, Strategy, Alternative Investments, Equities, Financial Analysis, Venture Capital, Private Equity, Management, Asset Management, Investments, Asset Allocation, Valuation, Investment Advisory, Hedge Funds, Equity Research, Investment Management
Education
University of Pennsylvania - The Wharton School 1973 — 1975
MBA, Finance
Yale University 1967 — 1971
BA, Art History
The Hill School 1962 — 1967
Michael Berardi, CISA, CGEIT, CRISC's Bankers Trust Experience December 1987 - February 1992
Job Vice President/Information Security Engineer at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America December 2011 - August 2015
Information Systems Audit & Control Association May 2009 - May 2012
Nestle USA January 2010 - September 2011
Energizer Holdings, Inc. November 2001 - September 2009
Hughes Supply (now HD Supply) January 1997 - June 2001
Lockheed Martin 1992 - 1997
Bankers Trust December 1987 - February 1992
Smith Barney 1986 - 1987
Federal Reserve Bank of New York 1984 - 1986
Skills
SAP R/3, Pre-Implementation..., People Management, IT Audit, CISA, Governance, SOX, ACL, IT Governance, Internal Controls, IT Risk, Data Analysis, Business Continuity, Risk Assessment, Auditing, Sarbanes-Oxley Act, Information Technology, Leadership, Assurance, Process Improvement, Internal Audit, Operational Risk..., Risk Management, Financial Reporting, Access Lists, Disaster Recovery, Business Process, Mergers & Acquisitions, Network Security, Information Security, SAP, Management, COSO, COBIT, Financial Services, SAS70, ERP, Security, Due Diligence, Information Security..., ISO 27001, CRISC, Financial Risk, Access, Sarbanes-Oxley, Accounting, Fraud, Enterprise Risk..., Business Process..., CISSP
Education
University of Phoenix 1996 — 1999
Master of Science
Villanova University 1977 — 1981
Bachelor of Arts
Bank of America August 2015 - Present
Bank of America December 2011 - August 2015
Information Systems Audit & Control Association May 2009 - May 2012
Nestle USA January 2010 - September 2011
Energizer Holdings, Inc. November 2001 - September 2009
Hughes Supply (now HD Supply) January 1997 - June 2001
Lockheed Martin 1992 - 1997
Bankers Trust December 1987 - February 1992
Smith Barney 1986 - 1987
Federal Reserve Bank of New York 1984 - 1986
Skills
SAP R/3, Pre-Implementation..., People Management, IT Audit, CISA, Governance, SOX, ACL, IT Governance, Internal Controls, IT Risk, Data Analysis, Business Continuity, Risk Assessment, Auditing, Sarbanes-Oxley Act, Information Technology, Leadership, Assurance, Process Improvement, Internal Audit, Operational Risk..., Risk Management, Financial Reporting, Access Lists, Disaster Recovery, Business Process, Mergers & Acquisitions, Network Security, Information Security, SAP, Management, COSO, COBIT, Financial Services, SAS70, ERP, Security, Due Diligence, Information Security..., ISO 27001, CRISC, Financial Risk, Access, Sarbanes-Oxley, Accounting, Fraud, Enterprise Risk..., Business Process..., CISSP
Education
University of Phoenix 1996 — 1999
Master of Science
Villanova University 1977 — 1981
Bachelor of Arts
Duke Pyle Duke Pyle's Bankers Trust Experience August 2008 - August 2009
Job Mortgage Specialist NMLS #218507 AZ LO0913881
Industry Banking
Experience
Academy Mortgage Corporation February 2010 - Present
Americas Mortgage Alliance, Inc. August 2009 - February 2010
Bankers Trust August 2008 - August 2009
Grace Funding Inc December 2007 - August 2008
Great Southwest Mortgage January 2005 - January 2007
United States Navy December 1986 - June 1994
Skills
Veteran Loan Specialist, First Time Home Buyers, Refinance, FHA, USDA, Investment Properties, VA loans, Loans, Mortgage Banking, Short Sales, Real Estate Transactions, FHA financing, Mortgage Lending, Real Estate, Residential Mortgages, Investors, CRM, Finance, Referrals, Loan Origination, Sellers, Funding, Credit, Portfolio Management, Construction Loans, Government Loans, Certified Mortgage..., Real Estate Financing, Mortgage Underwriting, Home Equity Loans, Underwriting, Reverse Mortgages, Commercial Mortgages, Real Estate Economics, Commercial Lending, Credit Analysis, HUD, REO, VA Loans
Education
University of Phoenix 1994 — 1996
BSBA, Business Administration
Vincennes University 1985 — 1987
AS/BA, Business
Academy Mortgage Corporation February 2010 - Present
Americas Mortgage Alliance, Inc. August 2009 - February 2010
Bankers Trust August 2008 - August 2009
Grace Funding Inc December 2007 - August 2008
Great Southwest Mortgage January 2005 - January 2007
United States Navy December 1986 - June 1994
Skills
Veteran Loan Specialist, First Time Home Buyers, Refinance, FHA, USDA, Investment Properties, VA loans, Loans, Mortgage Banking, Short Sales, Real Estate Transactions, FHA financing, Mortgage Lending, Real Estate, Residential Mortgages, Investors, CRM, Finance, Referrals, Loan Origination, Sellers, Funding, Credit, Portfolio Management, Construction Loans, Government Loans, Certified Mortgage..., Real Estate Financing, Mortgage Underwriting, Home Equity Loans, Underwriting, Reverse Mortgages, Commercial Mortgages, Real Estate Economics, Commercial Lending, Credit Analysis, HUD, REO, VA Loans
Education
University of Phoenix 1994 — 1996
BSBA, Business Administration
Vincennes University 1985 — 1987
AS/BA, Business
Neil Bisset Neil Bisset's Bankers Trust Experience December 1997 - May 1999
Job SVP and Chief Information Officer at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan May 2015 - Present
TD Bank Group June 2011 - January 2015
CIBC April 2007 - June 2011
CIBC December 2001 - March 2007
Deutsche Bank January 2000 - November 2001
Deutsche Bank May 1999 - January 2000
Bankers Trust December 1997 - May 1999
Bankers Trust May 1994 - November 1997
Skills
Leadership, IT Strategy, CIOs, Wealth Management, Back Office, Trading Systems, Project Delivery, Talent Management, Retail Banking, Market Risk, Operational Excellence, Business Process..., Relationship Building, Banking, Capital Markets, Derivatives, Electronic Trading, Enterprise Architecture, Equities, Exceptional People..., Financial Markets, Financial Services, Fixed Income, Investment Banking, Organizational..., Project Management, Relationship Management, Risk Management, Strategy, Settlement, Trading, Vendor Management, SDLC, Market Data, Finance, Business Analysis, Equity Derivatives, FX Options, People Skills, Strategic Visionary
Education
Canadian Securities Institute 2012 — 2012
Partners, Directors and Senior Officers Qualifying Examination (2012)
TD Bank 2011 — 2011
Build for the Future Executive Program
CIBC 2010 — 2010
The Leadership Code (Dave Ulrich)
University of Southampton 1984 — 1987
Bachelor's Degree, Electronics and Electrical Engineering, 1st Class (Honours)
Bromley Technical College 1982 — 1983
Level IV TEC Electronics, Distinction
St. Dunstan's College, London, UK 1975 — 1982
3 A Levels (+ 2 S levels), 2 AO Level, 11 O Levels
Ontario Teachers' Pension Plan May 2015 - Present
TD Bank Group June 2011 - January 2015
CIBC April 2007 - June 2011
CIBC December 2001 - March 2007
Deutsche Bank January 2000 - November 2001
Deutsche Bank May 1999 - January 2000
Bankers Trust December 1997 - May 1999
Bankers Trust May 1994 - November 1997
Skills
Leadership, IT Strategy, CIOs, Wealth Management, Back Office, Trading Systems, Project Delivery, Talent Management, Retail Banking, Market Risk, Operational Excellence, Business Process..., Relationship Building, Banking, Capital Markets, Derivatives, Electronic Trading, Enterprise Architecture, Equities, Exceptional People..., Financial Markets, Financial Services, Fixed Income, Investment Banking, Organizational..., Project Management, Relationship Management, Risk Management, Strategy, Settlement, Trading, Vendor Management, SDLC, Market Data, Finance, Business Analysis, Equity Derivatives, FX Options, People Skills, Strategic Visionary
Education
Canadian Securities Institute 2012 — 2012
Partners, Directors and Senior Officers Qualifying Examination (2012)
TD Bank 2011 — 2011
Build for the Future Executive Program
CIBC 2010 — 2010
The Leadership Code (Dave Ulrich)
University of Southampton 1984 — 1987
Bachelor's Degree, Electronics and Electrical Engineering, 1st Class (Honours)
Bromley Technical College 1982 — 1983
Level IV TEC Electronics, Distinction
St. Dunstan's College, London, UK 1975 — 1982
3 A Levels (+ 2 S levels), 2 AO Level, 11 O Levels
Michael T. Daley Michael T. Daley's Bankers Trust Experience December 1992 - November 1997
Job Chief Marketing & Sales Officer | Change Leader, Strategist
Industry Financial Services
Experience
Marketing & Sales Executive Leadership, Greater New York City Area 2015 - Present
BUTI Fitness Inc May 2013 - Present
Cushman & Wakefield 2015 - 2015
Cushman & Wakefield 2015 - 2015
Mercer February 2010 - April 2013
Principal Financial Group June 2000 - December 2003
Cigna November 1997 - January 2000
Bankers Trust December 1992 - November 1997
T. Rowe Price April 1986 - November 1992
Quaker Oats April 1982 - April 1986
Skills
Employee Benefits, Defined Benefit, Strategic Planning, Marketing, Strategy, Management, Executive Pay, Defined Contribution, Marketing Management, Lead Generation, Marketing Strategy, Sales Management, CRM, Market Research, Start-ups, Sales Process, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Sales, Leadership, ERISA, Business Development, New Business Development, Product Development, Financial Services, P&L Management, Change Management, Chief Marketing & Sales..., Social Media Marketing, Marketing Communications, Online Marketing, Digital Marketing, Product Marketing, Email Marketing, Integrated Marketing, Content Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science in Economics, Marketing
North Farmington High School - Farmington Hills, MI 1971 — 1974
Marketing & Sales Executive Leadership, Greater New York City Area 2015 - Present
BUTI Fitness Inc May 2013 - Present
Cushman & Wakefield 2015 - 2015
Cushman & Wakefield 2015 - 2015
Mercer February 2010 - April 2013
Principal Financial Group June 2000 - December 2003
Cigna November 1997 - January 2000
Bankers Trust December 1992 - November 1997
T. Rowe Price April 1986 - November 1992
Quaker Oats April 1982 - April 1986
Skills
Employee Benefits, Defined Benefit, Strategic Planning, Marketing, Strategy, Management, Executive Pay, Defined Contribution, Marketing Management, Lead Generation, Marketing Strategy, Sales Management, CRM, Market Research, Start-ups, Sales Process, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, Sales, Leadership, ERISA, Business Development, New Business Development, Product Development, Financial Services, P&L Management, Change Management, Chief Marketing & Sales..., Social Media Marketing, Marketing Communications, Online Marketing, Digital Marketing, Product Marketing, Email Marketing, Integrated Marketing, Content Marketing, Content Strategy
Education
University of Pennsylvania - The Wharton School 1974 — 1978
Bachelor of Science in Economics, Marketing
North Farmington High School - Farmington Hills, MI 1971 — 1974
Lesley Deutch's Bankers Trust Experience July 1998 - September 2000
Job Senior Vice President at John Burns Real Estate Consulting
Industry Real Estate
Experience
John Burns Real Estate Consulting 2008 - Present
DB RREEF September 2000 - June 2003
Bankers Trust July 1998 - September 2000
Lehman Brothers July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA,BS, Economics
John Burns Real Estate Consulting 2008 - Present
DB RREEF September 2000 - June 2003
Bankers Trust July 1998 - September 2000
Lehman Brothers July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA,BS, Economics
Doreen Hall Doreen Hall's Bankers Trust Experience 1989 - 1991
Job Project Manager at Atypon
Industry Publishing
Experience
Atypon April 2015 - Present
AIP Publishing, LLC October 2011 - April 2015
American Institute of Physics October 2010 - October 2011
American Institute of Physics February 2004 - October 2010
Bankers Trust 1989 - 1991
The Chase Manhattan Bank 1987 - 1989
Skills
Management, Online Publishing, Project Management, Content Management, Publishing, Strategy, Business Development, Product Development, CRM, E-commerce, Academic Publishing, Content Development, Ebooks, Entrepreneurship, Journals, Publications, Content Strategy, Product Management
Education
University of Scranton
B.S., Chemistry-Business
Atypon April 2015 - Present
AIP Publishing, LLC October 2011 - April 2015
American Institute of Physics October 2010 - October 2011
American Institute of Physics February 2004 - October 2010
Bankers Trust 1989 - 1991
The Chase Manhattan Bank 1987 - 1989
Skills
Management, Online Publishing, Project Management, Content Management, Publishing, Strategy, Business Development, Product Development, CRM, E-commerce, Academic Publishing, Content Development, Ebooks, Entrepreneurship, Journals, Publications, Content Strategy, Product Management
Education
University of Scranton
B.S., Chemistry-Business
Scott Samet Scott Samet's Bankers Trust Experience June 1990 - June 1992
Job President & coFounder at Taste of Nature, Inc.
Industry Food & Beverages
Experience
Taste of Nature, Inc. July 1992 - Present
Bankers Trust June 1990 - June 1992
Skills
Food, Income Statement, Mobile Gaming Apps and..., Food & Beverage, Food Service, Forecasting, Grocery, New Business Development, P&L, Consumer Products, P&L Management, Product Development, Retail, Sales Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Economics
Taste of Nature, Inc. July 1992 - Present
Bankers Trust June 1990 - June 1992
Skills
Food, Income Statement, Mobile Gaming Apps and..., Food & Beverage, Food Service, Forecasting, Grocery, New Business Development, P&L, Consumer Products, P&L Management, Product Development, Retail, Sales Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Economics
Vito Milano's Bankers Trust Experience 1990 - 1994
Job President at Valencia Advisors
Industry Financial Services
Experience
Valencia Advisors November 2009 - Present
Evolution Capital Management June 2007 - September 2010
UBS 2001 - 2006
Bankers Trust 1990 - 1994
Skills
Business Development, FINRA, Trading, Electronic Trading, Capital Markets, Derivatives, Marketing, Wealth Management, Financial Advisory, Asset Allocation, Options, Emerging Markets, Bloomberg, Fixed Annuities, Management, Alternative Investments, Capital, Fixed Income, Investment Strategies, Investment Advisory, Project Management, Investments, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
B.S., Finance & Entrepreneurial Management
Valencia Advisors November 2009 - Present
Evolution Capital Management June 2007 - September 2010
UBS 2001 - 2006
Bankers Trust 1990 - 1994
Skills
Business Development, FINRA, Trading, Electronic Trading, Capital Markets, Derivatives, Marketing, Wealth Management, Financial Advisory, Asset Allocation, Options, Emerging Markets, Bloomberg, Fixed Annuities, Management, Alternative Investments, Capital, Fixed Income, Investment Strategies, Investment Advisory, Project Management, Investments, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
B.S., Finance & Entrepreneurial Management
Eileen White Boyle Eileen White Boyle's Bankers Trust Experience May 1988 - March 1996
Job Project Manager Compliance Change Management at Barclays
Industry Investment Banking
Experience
Barclays November 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Barclays Capital May 1997 - April 2010
Technology Solutions Company March 1996 - April 1997
Bankers Trust May 1988 - March 1996
Skills
Business Analysis, Project Management, Business Process..., Management, Data Migration, Fixed Income, Derivatives, Investment Banking, Middle Office, Equities, Operational Risk, Capital Markets
Education
University of Scranton 1982 — 1986
Economics/ Finance
University of Scranton
Barclays November 2012 - Present
Bank of America Merrill Lynch April 2011 - March 2012
Barclays Capital May 1997 - April 2010
Technology Solutions Company March 1996 - April 1997
Bankers Trust May 1988 - March 1996
Skills
Business Analysis, Project Management, Business Process..., Management, Data Migration, Fixed Income, Derivatives, Investment Banking, Middle Office, Equities, Operational Risk, Capital Markets
Education
University of Scranton 1982 — 1986
Economics/ Finance
University of Scranton
Valeria Achoa Valeria Achoa's Bankers Trust Experience November 1994 - February 1997
Job STEPAN
Industry Machinery
Experience
Stepan Industria de Maquinas e Motores Ltda. January 2009 - Present
YWCA USA - Greenwich July 2011 - June 2014
Citi December 2006 - January 2008
Itau Securities - Banco Itaú January 2005 - November 2006
Fimat USA LLC January 2004 - December 2004
ABN AMRO Bank N.V. March 1997 - October 2002
Bankers Trust November 1994 - February 1997
Procter & Gamble January 1990 - June 1991
Skills
Social Media, Staff Development, Strategic Planning, Finance, Nonprofits, Volunteer Management, Business Strategy, Strategy, Social Media Marketing, Start-ups, PowerPoint, Public Speaking, Portuguese
Education
William E. Simon School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
University of Rochester - Simon Business School 1991 — 1994
M.B.A. Finance and Marketing, Banking, Corporate, Finance, and Securities Law
Stepan Industria de Maquinas e Motores Ltda. January 2009 - Present
YWCA USA - Greenwich July 2011 - June 2014
Citi December 2006 - January 2008
Itau Securities - Banco Itaú January 2005 - November 2006
Fimat USA LLC January 2004 - December 2004
ABN AMRO Bank N.V. March 1997 - October 2002
Bankers Trust November 1994 - February 1997
Procter & Gamble January 1990 - June 1991
Skills
Social Media, Staff Development, Strategic Planning, Finance, Nonprofits, Volunteer Management, Business Strategy, Strategy, Social Media Marketing, Start-ups, PowerPoint, Public Speaking, Portuguese
Education
William E. Simon School of Business 1992 — 1994
Master of Business Administration (MBA), Finance and Marketing
University of Rochester - Simon Business School 1991 — 1994
M.B.A. Finance and Marketing, Banking, Corporate, Finance, and Securities Law
Michael Clark Michael Clark's Bankers Trust Experience January 1988 - January 1994
Job Board Member | Chief Executive Officer | CEO | Board Level Advisor at JP Morgan | Fidelity Investments
Industry Financial Services
Experience
Board of Directors Advisory March 2011 - Present
Fidelity Investments December 2006 - February 2010
J.P. Morgan 2002 - 2007
J.P. Morgan January 1993 - January 2004
Bankers Trust January 1988 - January 1994
Bankers Trust January 1986 - January 1988
United States Marine Corps January 1986 - January 1986
Skills
Capital Markets, Financial Markets, Securities, Equities, Hedge Funds, Leadership Trainer, Fixed Income, Portfolio Management, Derivatives, Banking, Asset Managment, Alternative Investments, Exceptional mentor &..., Mergers & Acquisitions, Management, Financial Services, Valuation, Structured Finance, Asset Management, Private Equity, Finance, Global Custody, Investment Management, FX Options, Investment Banking, Bonds, Investments, Strategy, Risk Management, Executive Management
Education
New York University 1991 — 1997
MBA, Business, Management, Marketing, and Related Support Services
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance/Prod Mgt, 3.57
USC 1979 — 1982
MS, Quant and Stats
University of Southern California 1980 — 1981
MS, Quantitative Analysis and Statistics, 3.2
SUNY Maritime College 1975 — 1979
Bachelor of Science, Transportation/Mobility Management
Board of Directors Advisory March 2011 - Present
Fidelity Investments December 2006 - February 2010
J.P. Morgan 2002 - 2007
J.P. Morgan January 1993 - January 2004
Bankers Trust January 1988 - January 1994
Bankers Trust January 1986 - January 1988
United States Marine Corps January 1986 - January 1986
Skills
Capital Markets, Financial Markets, Securities, Equities, Hedge Funds, Leadership Trainer, Fixed Income, Portfolio Management, Derivatives, Banking, Asset Managment, Alternative Investments, Exceptional mentor &..., Mergers & Acquisitions, Management, Financial Services, Valuation, Structured Finance, Asset Management, Private Equity, Finance, Global Custody, Investment Management, FX Options, Investment Banking, Bonds, Investments, Strategy, Risk Management, Executive Management
Education
New York University 1991 — 1997
MBA, Business, Management, Marketing, and Related Support Services
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance/Prod Mgt, 3.57
USC 1979 — 1982
MS, Quant and Stats
University of Southern California 1980 — 1981
MS, Quantitative Analysis and Statistics, 3.2
SUNY Maritime College 1975 — 1979
Bachelor of Science, Transportation/Mobility Management
Richard Pascoe's Bankers Trust Experience October 1997 - June 1999
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch May 2006 - Present
Merrill Lynch February 2001 - April 2006
Deutsche Bank June 1999 - February 2001
Bankers Trust October 1997 - June 1999
Legal & General Insurance October 1996 - October 1997
SBW Insurance Research Ltd October 1995 - October 1996
BUPA July 1993 - October 1995
Skills
IT Strategy, IT Management, Program Management, Integration, Software Development, Business Analysis, Market Data, Business Intelligence, Project Management, Microsoft Excel, VBA, Electronic Trading, Prime Brokerage, Equities, Equities Technology, Hedge Funds
Education
University of Reading 1989 — 1992
BSc, Applied Mathematics
Merrill Lynch May 2006 - Present
Merrill Lynch February 2001 - April 2006
Deutsche Bank June 1999 - February 2001
Bankers Trust October 1997 - June 1999
Legal & General Insurance October 1996 - October 1997
SBW Insurance Research Ltd October 1995 - October 1996
BUPA July 1993 - October 1995
Skills
IT Strategy, IT Management, Program Management, Integration, Software Development, Business Analysis, Market Data, Business Intelligence, Project Management, Microsoft Excel, VBA, Electronic Trading, Prime Brokerage, Equities, Equities Technology, Hedge Funds
Education
University of Reading 1989 — 1992
BSc, Applied Mathematics
Greg Bartz's Bankers Trust Experience 1993 - 1997
Job VP Alternative Fund Services at Deutsche Bank
Industry Financial Services
Experience
Citi Residential Lending September 2007 - August 2008
ACC Capital Corp. 2003 - 2007
Deloitte & Touche 1997 - 2003
Bankers Trust 1993 - 1997
Deutche Bank 1993 - 1996
Bankers Trust/Deutsche Bank 1993 - 1996
Bankers Trust 1993 - 1996
Arthur Andersen October 1989 - June 1993
Skills
Capital Markets, Process Improvement, Securitization, Loans, Private Equity, Credit, Hedge Funds, Leadership, Finance, Mortgage Lending, Management, Financial Modeling, MBS, Valuation, ABS, Fixed Income
Education
University of Southern California - Marshall School of Business 1994 — 1998
MBA, Finance
University of Southern California 1987 — 1989
BS, Business Finance
Citi Residential Lending September 2007 - August 2008
ACC Capital Corp. 2003 - 2007
Deloitte & Touche 1997 - 2003
Bankers Trust 1993 - 1997
Deutche Bank 1993 - 1996
Bankers Trust/Deutsche Bank 1993 - 1996
Bankers Trust 1993 - 1996
Arthur Andersen October 1989 - June 1993
Skills
Capital Markets, Process Improvement, Securitization, Loans, Private Equity, Credit, Hedge Funds, Leadership, Finance, Mortgage Lending, Management, Financial Modeling, MBS, Valuation, ABS, Fixed Income
Education
University of Southern California - Marshall School of Business 1994 — 1998
MBA, Finance
University of Southern California 1987 — 1989
BS, Business Finance
Craig Kievit's Bankers Trust Experience July 1988 - December 1997
Job Experienced Financial Services Professional
Industry Financial Services
Experience
C3 Educators Insurance & Retirement Planning Solutions June 2013 - Present
MetLife January 1998 - August 2012
Bankers Trust July 1988 - December 1997
Skills
Retirement, ERISA, 401k, Defined Contribution, Defined Benefit, Pensions, Fixed Annuities, Mutual Funds, Profit Sharing, Employee Benefits, IRAs, Financial Services, Retirement Planning, Series 6, Strategic Financial..., Leadership, Disability Insurance, Variable Annuities, Qualified Retirement..., 401k Rollovers, Relationship Management, Asset Allocation, Life Insurance, Rollovers, Customer Experience, Licensed Property &..., Licensed Life & Health..., Roth IRA, Customer Centric..., Retirement Plan..., FINRA, Securities, Term Life Insurance, Long Term Care Insurance, Insurance, Investments, Financial Planning
Education
University of Scranton
Bachelor of Science, Business Management
C3 Educators Insurance & Retirement Planning Solutions June 2013 - Present
MetLife January 1998 - August 2012
Bankers Trust July 1988 - December 1997
Skills
Retirement, ERISA, 401k, Defined Contribution, Defined Benefit, Pensions, Fixed Annuities, Mutual Funds, Profit Sharing, Employee Benefits, IRAs, Financial Services, Retirement Planning, Series 6, Strategic Financial..., Leadership, Disability Insurance, Variable Annuities, Qualified Retirement..., 401k Rollovers, Relationship Management, Asset Allocation, Life Insurance, Rollovers, Customer Experience, Licensed Property &..., Licensed Life & Health..., Roth IRA, Customer Centric..., Retirement Plan..., FINRA, Securities, Term Life Insurance, Long Term Care Insurance, Insurance, Investments, Financial Planning
Education
University of Scranton
Bachelor of Science, Business Management
Lloyd Buchanan's Bankers Trust Experience 1981 - 1988
Job Owner of a women's apparel company
Industry Apparel & Fashion
Experience
Gretchen Scott Designs 2009 - Present
Mellon Capital Management 2008 - 2009
Bank of New York Mellon 2002 - 2009
Foundation for Economic Education 2000 - 2009
Axe-Houghton Associates 1988 - 2002
Bankers Trust 1981 - 1988
Skills
Trading, Retail, Derivatives, Investments, Securities, Alternative Investments, Asset Managment, Start-ups, Series 7, Portfolio Management, Entrepreneurship, Strategic Planning, Equities, Due Diligence, Mutual Funds, Asset Management, Emerging Markets, Business Strategy, Microsoft Excel, Financial Modeling, Private Equity, Asset Allocation, Financial Services, Executive Management, Investment Advisory, Financial Markets, Social Media, Training, Economics, Hedge Funds, Public Relations, Valuation, Fixed Income, Mergers & Acquisitions, Investment Strategies, Wealth Management, Social Media Marketing, Investment Banking, Financial Analysis, Venture Capital, Marketing, Capital Markets, Marketing Strategy, Investment Management, New Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School 1973 — 1976
BS Economics, Economics
Gretchen Scott Designs 2009 - Present
Mellon Capital Management 2008 - 2009
Bank of New York Mellon 2002 - 2009
Foundation for Economic Education 2000 - 2009
Axe-Houghton Associates 1988 - 2002
Bankers Trust 1981 - 1988
Skills
Trading, Retail, Derivatives, Investments, Securities, Alternative Investments, Asset Managment, Start-ups, Series 7, Portfolio Management, Entrepreneurship, Strategic Planning, Equities, Due Diligence, Mutual Funds, Asset Management, Emerging Markets, Business Strategy, Microsoft Excel, Financial Modeling, Private Equity, Asset Allocation, Financial Services, Executive Management, Investment Advisory, Financial Markets, Social Media, Training, Economics, Hedge Funds, Public Relations, Valuation, Fixed Income, Mergers & Acquisitions, Investment Strategies, Wealth Management, Social Media Marketing, Investment Banking, Financial Analysis, Venture Capital, Marketing, Capital Markets, Marketing Strategy, Investment Management, New Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School 1973 — 1976
BS Economics, Economics
Laura Feinland Katz's Bankers Trust Experience November 1992 - March 1995
Job Managing Director at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's April 1995 - Present
Bankers Trust November 1992 - March 1995
Marine Midland Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Standard & Poor's April 1995 - Present
Bankers Trust November 1992 - March 1995
Marine Midland Bank 1986 - 1992
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Laurel Fensterer's Bankers Trust Experience September 1996 - April 1999
Job CFO/Vice President at Black Knight Technology
Industry Defense & Space
Experience
Black Knight Technology October 1999 - Present
Deutsche Bank April 1999 - September 1999
Bankers Trust September 1996 - April 1999
Education
University of Pennsylvania 1991 — 1996
Black Knight Technology October 1999 - Present
Deutsche Bank April 1999 - September 1999
Bankers Trust September 1996 - April 1999
Education
University of Pennsylvania 1991 — 1996
Rice Edmonds's Bankers Trust Experience August 1993 - January 1996
Job Managing Director at Edmonds Capital, LLC
Industry Venture Capital & Private Equity
Experience
Shane's Rib Shack January 2009 - Present
Edmonds Capital LLC October 2008 - Present
Town Sports International December 1996 - Present
!Savory Restaurant February 2012 - Present
University of Virginia, McIntire School of Commerce October 2011 - Present
McCormick & Schmick's October 2001 - December 2011
Planet Smoothie January 2009 - November 2011
Wilson Farms June 2005 - June 2011
Bruckmann, Rosser, Sherrill & Co., Inc. February 1996 - September 2008
Bankers Trust August 1993 - January 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1989 — 1993
BS, Finance
Shane's Rib Shack January 2009 - Present
Edmonds Capital LLC October 2008 - Present
Town Sports International December 1996 - Present
!Savory Restaurant February 2012 - Present
University of Virginia, McIntire School of Commerce October 2011 - Present
McCormick & Schmick's October 2001 - December 2011
Planet Smoothie January 2009 - November 2011
Wilson Farms June 2005 - June 2011
Bruckmann, Rosser, Sherrill & Co., Inc. February 1996 - September 2008
Bankers Trust August 1993 - January 1996
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
University of Virginia 1989 — 1993
BS, Finance
Chuck Mayle-Rosauri's Bankers Trust Experience 1993 - 1996
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Morgan Stanley April 1996 - Present
Citigroup Smith Barney 1996 - Present
Smith Barney January 1997 - June 2009
Citi Global Wealth Management April 1996 - June 2009
Morgan Stanley Smith Barney April 1996 - June 2009
Citi Smith Barney 1996 - June 2009
bankers trust 1993 - 1996
Education
University of Richmond
Gayle Stamer's Bankers Trust Experience 1992 - 1995
Job Marketing Manager at Quadrangle Products Inc.
Industry Electrical/Electronic Manufacturing
Experience
Quadrangle Products Inc. 2005 - Present
Alliance Capital Management 1996 - 1999
Bankers Trust 1992 - 1995
Skills
Marketing, Business Strategy, Product Development, Marketing Strategy, Product Marketing
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
Quadrangle Products Inc. 2005 - Present
Alliance Capital Management 1996 - 1999
Bankers Trust 1992 - 1995
Skills
Marketing, Business Strategy, Product Development, Marketing Strategy, Product Marketing
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Finance
M Craig Wimpy's Bankers Trust Experience 1993 - 1996
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney 2005 - 2009
Bank of America 2000 - 2005
PwC Consulting 1996 - 2000
Bankers Trust 1993 - 1996
Skills
Series 7, Wealth Management
Education
New York University, Stern School of Business
MBA, Finance
University of Pennsylvania
BA, Finance - Wharton Undergraduate
Ngalai Chinsee's Bankers Trust Experience July 1988 - March 1999
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Winnie Del Pilar's Bankers Trust Experience 1997 - 1999
Job Vice President Product Controller at Daiwa Capital Markets America Inc.
Industry Investment Banking
Experience
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
Daiwa Capital Markets America Inc. 2004 - Present
MetLife Financial Services 2003 - 2004
Deutsche Bank Securities 1999 - 2002
Bankers Trust 1997 - 1999
Lehman Brothers 1986 - 1997
Pru Bache Securities 1986 - 1987
Skills
Equities, Fixed Income, Finance, FX Options, Derivatives, Credit Derivatives, Series 63, Financial Services, Hedge Funds, Trading, Capital Markets, Middle Office, Financial Risk, Bloomberg, Investment Banking, Equity Derivatives
Education
Saint John's University
MBA, Accounting
University of Santo Tomas
BS in Business Administration, Accounting
Christopher Suan's Bankers Trust Experience August 1993 - July 1999
Job Senior Managing Director at Orix Americas
Industry Financial Services
Experience
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Orix Americas March 2014 - Present
KKR April 2013 - February 2014
MatlinPatterson Asset Management, L.P. May 2010 - December 2012
Suan Capital Advisors LLC March 2009 - April 2010
D.B. Zwirn & Co. March 2004 - January 2008
Highbridge Capital Management March 2002 - March 2004
Banc of America Securities January 2001 - March 2002
Bankers Trust August 1993 - July 1999
Kidder Peabody January 1989 - May 1991
Skills
Hedge Funds, Debt, Mergers, Private Equity, Fixed Income, Deal Development, Transaction Origination, Loan Origination, Equities, Mergers & Acquisitions, Investments
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Yale University 1984 — 1988
BA, Economics, History
Philips Academy 1982 — 1984
Paul Lattanzio's Bankers Trust Experience 1984 - 1997
Job Senior Partner at Alvarez & Marsal Capital
Industry Financial Services
Experience
Alvarez & Marsal Capital February 2015 - Present
Insperity, Inc. 1994 - Present
Star Avenue Capital May 2010 - January 2015
Owner4Hire February 2009 - May 2010
Bear Growth Capital Parners July 2003 - January 2009
Crestcom 2007 - 2008
TD Capital 1999 - 2002
NMS Capital 1998 - 1999
Bankers Trust 1984 - 1997
Skills
Private Equity, Venture Capital, Funding, Retail, Management, Mergers & Acquisitions, Capital, Leveraged Finance, Outsourcing, Buyouts, Business Strategy, Due Diligence, Hedge Funds, Mergers
Education
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance and Legal Studies
valley stream central
Alvarez & Marsal Capital February 2015 - Present
Insperity, Inc. 1994 - Present
Star Avenue Capital May 2010 - January 2015
Owner4Hire February 2009 - May 2010
Bear Growth Capital Parners July 2003 - January 2009
Crestcom 2007 - 2008
TD Capital 1999 - 2002
NMS Capital 1998 - 1999
Bankers Trust 1984 - 1997
Skills
Private Equity, Venture Capital, Funding, Retail, Management, Mergers & Acquisitions, Capital, Leveraged Finance, Outsourcing, Buyouts, Business Strategy, Due Diligence, Hedge Funds, Mergers
Education
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance and Legal Studies
valley stream central
Robert Pepitone's Bankers Trust Experience May 1995 - January 1996
Job Director of Quality Assurance at Investor Analytics
Industry Financial Services
Experience
Investor Analytics January 2012 - Present
UBS Investment Bank May 2006 - December 2011
Royal Bank of Canada January 1997 - April 2006
AIG 1996 - 1997
Bankers Trust May 1995 - January 1996
Moody's Investors Service May 1992 - May 1995
Skills
Agile Methodologies, Trading, Investment Banking, Fixed Income, SDLC, Market Risk, Trading Systems, Quality Assurance, Regression Testing, Derivatives, Software Quality..., Equity Derivatives, Vendor Management, Electronic Trading, Test Automation, Testing, Manual Testing, User Acceptance Testing, Portfolio Management, Unix, SQL, System Testing, Requirements Analysis, QTP, Process Improvement, Quality Center, FX Options, Java, Autosys, Financial Services, Test Planning, Business Analysis, Risk Management, Equities, Sybase, Market Data, Perl, Test Management, Software Development, Options, Financial Risk, Project Management, Change Management, Hedge Funds, Software Project..., Unix Shell Scripting, JIRA, Quantitative Analytics, Software Documentation, Capital Markets
Education
University of South Carolina-Columbia 1986 — 1990
BS, Personnel Management
Investor Analytics January 2012 - Present
UBS Investment Bank May 2006 - December 2011
Royal Bank of Canada January 1997 - April 2006
AIG 1996 - 1997
Bankers Trust May 1995 - January 1996
Moody's Investors Service May 1992 - May 1995
Skills
Agile Methodologies, Trading, Investment Banking, Fixed Income, SDLC, Market Risk, Trading Systems, Quality Assurance, Regression Testing, Derivatives, Software Quality..., Equity Derivatives, Vendor Management, Electronic Trading, Test Automation, Testing, Manual Testing, User Acceptance Testing, Portfolio Management, Unix, SQL, System Testing, Requirements Analysis, QTP, Process Improvement, Quality Center, FX Options, Java, Autosys, Financial Services, Test Planning, Business Analysis, Risk Management, Equities, Sybase, Market Data, Perl, Test Management, Software Development, Options, Financial Risk, Project Management, Change Management, Hedge Funds, Software Project..., Unix Shell Scripting, JIRA, Quantitative Analytics, Software Documentation, Capital Markets
Education
University of South Carolina-Columbia 1986 — 1990
BS, Personnel Management
Sebastiano Riva's Bankers Trust Experience September 1994 - April 1998
Job Corporate Debt Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Patrick Littlefield's Bankers Trust Experience June 1995 - July 1999
Job Hedge Fund Research at Towers Watson
Industry Investment Management
Experience
Towers Watson January 2014 - Present
Suranya Capital Partners August 2010 - March 2012
QFS Asset Management, Inc. July 1999 - August 2010
Bankers Trust June 1995 - July 1999
Skills
Portfolio Management, Trading Systems, Trading, Global Macro, Risk Management, Trading Strategies, Execution Management, Technical Analysis, Credit Analysis, Equity Trading, FX trading, Fixed Income Trading, Derivatives, Asset Allocation, Electronic Trading, Interest Rate Risk..., Swaps, Hedge Funds, Managed Futures, Risk Arbitrage, Statistics, Portfolio Strategy, Portfolio Optimization, Options Strategies, Investor Presentations, Training & Development, Emerging Markets, Fixed Income, Equities, Investments, Investor Relations, Investment Management, Foreign Exchange, Execution Management..., Commodity Markets, Options, FX Options, Alternative Investments, Financial Markets, Foreign Currency, Financial Risk, Hedging, Bloomberg, Currency, Proprietary Trading, Structured Products, Volatility, Equity Derivatives, Structured Finance, Arbitrage
Education
Queens College, CUNY
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Towers Watson January 2014 - Present
Suranya Capital Partners August 2010 - March 2012
QFS Asset Management, Inc. July 1999 - August 2010
Bankers Trust June 1995 - July 1999
Skills
Portfolio Management, Trading Systems, Trading, Global Macro, Risk Management, Trading Strategies, Execution Management, Technical Analysis, Credit Analysis, Equity Trading, FX trading, Fixed Income Trading, Derivatives, Asset Allocation, Electronic Trading, Interest Rate Risk..., Swaps, Hedge Funds, Managed Futures, Risk Arbitrage, Statistics, Portfolio Strategy, Portfolio Optimization, Options Strategies, Investor Presentations, Training & Development, Emerging Markets, Fixed Income, Equities, Investments, Investor Relations, Investment Management, Foreign Exchange, Execution Management..., Commodity Markets, Options, FX Options, Alternative Investments, Financial Markets, Foreign Currency, Financial Risk, Hedging, Bloomberg, Currency, Proprietary Trading, Structured Products, Volatility, Equity Derivatives, Structured Finance, Arbitrage
Education
Queens College, CUNY
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Brian Wolpert's Bankers Trust Experience 1988 - 1997
Job Capital Markets
Industry Financial Services
Experience
Consulting 2010 - Present
Merrill Lynch 2005 - 2010
GlobeOp 2004 - 2005
UBS 1997 - 1999
Bankers Trust 1988 - 1997
Education
University of Rochester
MBA, Finance, Economics
Consulting 2010 - Present
Merrill Lynch 2005 - 2010
GlobeOp 2004 - 2005
UBS 1997 - 1999
Bankers Trust 1988 - 1997
Education
University of Rochester
MBA, Finance, Economics
Peter Olaynack's Bankers Trust Experience August 1989 - April 1992
Job
Industry Financial Services
Experience
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
Karen Barno's Bankers Trust Experience 1986 - 1994
Job Manager of Customer Service and Operations
Industry Human Resources
Experience
FASCore October 2013 - Present
FASCore August 2009 - November 2012
ING December 2004 - August 2009
Deutsche Bank (formerly Bankers Trust) December 1986 - January 2004
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Pensions, Relationship Management, Securities, Retirement, Vendor Management, Employee Benefits, Operations Management, Series 6, Process Improvement, Management, Retirement Planning, Coaching, Financial Reporting, Series 63, PeopleSoft, Employee Training, Project Management, Organizational..., Benefits Administration, Customer Service, Six Sigma, Strategic Financial..., Human Resources, Employee Engagement, Recruiting, Succession Planning, Defined Benefit, Financial Services, Training, Risk Management, Insurance, Account Management, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MBA, Business Administration and Management, General
University of Phoenix 2002 — 2005
BS, Business Management
FASCore October 2013 - Present
FASCore August 2009 - November 2012
ING December 2004 - August 2009
Deutsche Bank (formerly Bankers Trust) December 1986 - January 2004
Bankers Trust 1986 - 1994
Skills
Mutual Funds, Pensions, Relationship Management, Securities, Retirement, Vendor Management, Employee Benefits, Operations Management, Series 6, Process Improvement, Management, Retirement Planning, Coaching, Financial Reporting, Series 63, PeopleSoft, Employee Training, Project Management, Organizational..., Benefits Administration, Customer Service, Six Sigma, Strategic Financial..., Human Resources, Employee Engagement, Recruiting, Succession Planning, Defined Benefit, Financial Services, Training, Risk Management, Insurance, Account Management, Banking
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
MBA, Business Administration and Management, General
University of Phoenix 2002 — 2005
BS, Business Management
Michelle Fang's Bankers Trust Experience 1996 - 1999
Job Director, Product Specialist at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Real Estate Investors May 2012 - Present
GE Asset Management January 2011 - May 2012
Metropolitan Real Estate October 2009 - February 2011
GE Asset Management 1999 - 2008
Bankers Trust 1996 - 1999
SEI Investments 1994 - 1996
Skills
Marketing Strategy, Product Management, Investment Management, Marketing, Investor Relations, Asset Allocation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania 1990 — 1994
Bachelor's, Communications, History
Principal Real Estate Investors May 2012 - Present
GE Asset Management January 2011 - May 2012
Metropolitan Real Estate October 2009 - February 2011
GE Asset Management 1999 - 2008
Bankers Trust 1996 - 1999
SEI Investments 1994 - 1996
Skills
Marketing Strategy, Product Management, Investment Management, Marketing, Investor Relations, Asset Allocation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania 1990 — 1994
Bachelor's, Communications, History
Glenn Perillo's Bankers Trust Experience 1988 - 1991
Job Managing Director at LibreMax Capital
Industry Investment Management
Experience
LibreMax Capital April 2012 - Present
Citadel Investment Group November 2008 - October 2011
BlackRock 1997 - 2008
NY Life 1991 - 1997
Bankers Trust 1988 - 1991
Kidder Peabody 1987 - 1988
Skills
Portfolio Optimization, Financial Modeling, Prepayment & Credit..., Portfolio Management, MBS
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
MS, Statistics & Operations Research
University of South Florida 1980 — 1985
BSCE, Computer Engineering
Hanover Park High
Hanover Park High
LibreMax Capital April 2012 - Present
Citadel Investment Group November 2008 - October 2011
BlackRock 1997 - 2008
NY Life 1991 - 1997
Bankers Trust 1988 - 1991
Kidder Peabody 1987 - 1988
Skills
Portfolio Optimization, Financial Modeling, Prepayment & Credit..., Portfolio Management, MBS
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance
New York University - Leonard N. Stern School of Business 1992 — 1996
MS, Statistics & Operations Research
University of South Florida 1980 — 1985
BSCE, Computer Engineering
Hanover Park High
Hanover Park High
Tom Boggiano, CFA, CFP's Bankers Trust Experience October 1983 - April 2000
Job Investment Management Professional
Industry Financial Services
Experience
Self Employed April 2015 - Present
Monster Worldwide Inc April 2013 - April 2015
Commerzbank AG April 2008 - August 2011
Commerzbank AG March 2003 - April 2008
Bankers Trust October 1983 - April 2000
Skills
Alternative Investments, Portfolio Management, Due Diligence, Trading, Investments, Valuation, Hedge Funds, Asset Management, Emerging Markets, Asset Managment, Fixed Income, Banking, Risk Management, Corporate Finance, Financial Analysis, Investment Management, Financial Markets, Equities, Securities, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Accounting
Self Employed April 2015 - Present
Monster Worldwide Inc April 2013 - April 2015
Commerzbank AG April 2008 - August 2011
Commerzbank AG March 2003 - April 2008
Bankers Trust October 1983 - April 2000
Skills
Alternative Investments, Portfolio Management, Due Diligence, Trading, Investments, Valuation, Hedge Funds, Asset Management, Emerging Markets, Asset Managment, Fixed Income, Banking, Risk Management, Corporate Finance, Financial Analysis, Investment Management, Financial Markets, Equities, Securities, Credit Derivatives
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Accounting
Martin Lazarus's Bankers Trust Experience November 1984 - April 1993
Job Examining Officer at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York February 2015 - Present
Merrill Lynch May 2005 - February 2015
Merrill Lynch March 2000 - April 2005
JP Morgan Chase January 1998 - March 2000
Scudder Investments 1993 - 1997
Bankers Trust November 1984 - April 1993
Skills
Fixed Income, Finance, Product Management, Asset Management, Investments, Series 24, Alternative Investments, Analysis, Wealth Management, Mutual Funds, Program Management, Series 7
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Finance, Applied Economics
Federal Reserve Bank of New York February 2015 - Present
Merrill Lynch May 2005 - February 2015
Merrill Lynch March 2000 - April 2005
JP Morgan Chase January 1998 - March 2000
Scudder Investments 1993 - 1997
Bankers Trust November 1984 - April 1993
Skills
Fixed Income, Finance, Product Management, Asset Management, Investments, Series 24, Alternative Investments, Analysis, Wealth Management, Mutual Funds, Program Management, Series 7
Education
University of Rochester
BA, Economics
University of Rochester - Simon Business School
MBA, Finance, Applied Economics
Doug Fremont's Bankers Trust Experience 1998 - 1999
Job Director, Oil Derivatives Trading at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada Director, Oil Derivatives TradingSuncor Energy2003 - 2008
AIG 2001 - 2003
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
National Bank of Canada Director, Oil Derivatives TradingSuncor Energy2003 - 2008
AIG 2001 - 2003
Deutsche Bank 1999 - 2001
Bankers Trust 1998 - 1999
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Edward Marron's Bankers Trust Experience 1976 - 1994
Job Partner at Marron and Company
Industry Real Estate
Experience
Marron and Company ConsultantCredit Suisse First Boston2000 - 2001
CreditRe Mortgage Capital LLC 1994 - 2000
Bankers Trust 1976 - 1994
Skills
Real Estate Transactions, Mergers & Acquisitions, Real Estate, Portfolio Management, Due Diligence, Budgets, Management, Investments, Business Planning, Strategic Planning, Investment Properties, Asset Managment, Negotiation, Banking, Valuation, Business Strategy, New Business Development, Real Estate Economics, Private Equity, Real Estate Development, Contract Negotiation, Disposition, Commercial Real Estate, Real Estate Financing
Education
University of Pennsylvania - The Wharton School
Marron and Company ConsultantCredit Suisse First Boston2000 - 2001
CreditRe Mortgage Capital LLC 1994 - 2000
Bankers Trust 1976 - 1994
Skills
Real Estate Transactions, Mergers & Acquisitions, Real Estate, Portfolio Management, Due Diligence, Budgets, Management, Investments, Business Planning, Strategic Planning, Investment Properties, Asset Managment, Negotiation, Banking, Valuation, Business Strategy, New Business Development, Real Estate Economics, Private Equity, Real Estate Development, Contract Negotiation, Disposition, Commercial Real Estate, Real Estate Financing
Education
University of Pennsylvania - The Wharton School
Paul Michowicz, CFA, FRM's Bankers Trust Experience August 1994 - July 1999
Job Managing Director at Advisors Asset Management, Inc.
Industry Investment Management
Experience
Advisors Asset Management, Inc. September 2011 - Present
Texel Fixed Income Hedge Fund January 2007 - August 2011
Huxley Capital Management 2008 - 2009
Texel Fixed Income Hedge Fund March 2005 - December 2007
GMAC-RFC July 2003 - March 2005
Lehman Brothers March 2000 - September 2001
Deutsche Bank July 1999 - March 2000
Bankers Trust August 1994 - July 1999
Goldman Sachs May 1993 - July 1993
Macquarie Group January 1988 - August 1992
Skills
Structured Products, Portfolio Management, Options, Investment Strategies, Private Equity, Hedge Funds, Investment Banking, Risk Management, ABS, MBS, CDO, Bloomberg, Alternative Investments, Arbitrage, Venture Capital, Start-ups, Equity Derivatives, Equity Trading, Credit Analysis, Due Diligence, Microsoft Excel, Accounting, Options Strategies, Relative Value Trading, Technology, Convertible Bonds, CLO, Correlation Trading, Black-Scholes, Chartered Financial..., Financial Risk..., Investment Selection, Investment Valuation, Family Office, Principal Investments, Principal Investing, Fixed Income Strategies, Fixed Income Portfolio..., Trading Floor, Entrepreneurship, Bond Markets, Equity Capital Markets, Analytical Models, Lateral Thinking
Education
Wharton School, University of Pennsylvania 1992 — 1994
MBA, Palmer Scholar, Finance, Management
University of NSW 1984 — 1987
Bachelor of Commerce (B.Com.) - Honors, Accounting and Finance
Advisors Asset Management, Inc. September 2011 - Present
Texel Fixed Income Hedge Fund January 2007 - August 2011
Huxley Capital Management 2008 - 2009
Texel Fixed Income Hedge Fund March 2005 - December 2007
GMAC-RFC July 2003 - March 2005
Lehman Brothers March 2000 - September 2001
Deutsche Bank July 1999 - March 2000
Bankers Trust August 1994 - July 1999
Goldman Sachs May 1993 - July 1993
Macquarie Group January 1988 - August 1992
Skills
Structured Products, Portfolio Management, Options, Investment Strategies, Private Equity, Hedge Funds, Investment Banking, Risk Management, ABS, MBS, CDO, Bloomberg, Alternative Investments, Arbitrage, Venture Capital, Start-ups, Equity Derivatives, Equity Trading, Credit Analysis, Due Diligence, Microsoft Excel, Accounting, Options Strategies, Relative Value Trading, Technology, Convertible Bonds, CLO, Correlation Trading, Black-Scholes, Chartered Financial..., Financial Risk..., Investment Selection, Investment Valuation, Family Office, Principal Investments, Principal Investing, Fixed Income Strategies, Fixed Income Portfolio..., Trading Floor, Entrepreneurship, Bond Markets, Equity Capital Markets, Analytical Models, Lateral Thinking
Education
Wharton School, University of Pennsylvania 1992 — 1994
MBA, Palmer Scholar, Finance, Management
University of NSW 1984 — 1987
Bachelor of Commerce (B.Com.) - Honors, Accounting and Finance
Jason Ford's Bankers Trust Experience October 1994 - September 1997
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2015 - Present
Jefferies & Company March 2007 - December 2014
Wachovia, A Wells Fargo Company September 2003 - March 2007
Merrill Lynch 1997 - 2003
Bankers Trust October 1994 - September 1997
Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis
Education
Reading University 1989 — 1992
Bs, Math
Deutsche Bank January 2015 - Present
Jefferies & Company March 2007 - December 2014
Wachovia, A Wells Fargo Company September 2003 - March 2007
Merrill Lynch 1997 - 2003
Bankers Trust October 1994 - September 1997
Skills
Equities, Trading Systems, Derivatives, Capital Markets, Electronic Trading, Equity Derivatives, Trading, Options, Market Data, Financial Markets, Equity Trading, Structured Products, Securities, Swaps, Banking, Information Technology, VBA, Trading System, Financial Engineering, Risk Management, Corporate Actions, Exchange Connectivity, Financial Services, Hedging, ETFs, Market Risk, Middle Office, C++, Visual C++, C#, Visual C#, Microsoft Technologies, Programming, Technology Management, Realtime Programming, Low Latency, Sybase, Financial Risk, Investment Banking, Fixed Income, FX Options, Credit Derivatives, Business Analysis
Education
Reading University 1989 — 1992
Bs, Math
Marc Utay's Bankers Trust Experience 1992 - 1993
Job Managing Partner at Clarion Capital Partners
Industry Financial Services
Experience
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation