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
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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
Kay Gurtin Kay Gurtin's Bankers Trust Experience March 1985 - May 1990
Job SVP, Human Resources at Gurtin Fixed Income Management, LLC
Industry Investment Management
Experience
Gurtin Fixed Income Management, LLC March 2007 - Present
Executive Options August 1990 - November 1996
Bankers Trust March 1985 - May 1990
Skills
Fixed Income, Securities, Bonds, Bloomberg, Investments, Asset Management, Portfolio Management, Series 7, Capital Markets, Private Equity, Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Credit Analysis, Investment Management
Education
Brown University 1979 — 1983
BA, Organizational Behavior and Management
Gurtin Fixed Income Management, LLC March 2007 - Present
Executive Options August 1990 - November 1996
Bankers Trust March 1985 - May 1990
Skills
Fixed Income, Securities, Bonds, Bloomberg, Investments, Asset Management, Portfolio Management, Series 7, Capital Markets, Private Equity, Financial Analysis, Bloomberg Terminal, Financial Modeling, Hedge Funds, Credit Analysis, Investment Management
Education
Brown University 1979 — 1983
BA, Organizational Behavior and Management
Bruce A. Strumlauf Bruce A. Strumlauf's Bankers Trust Experience August 1993 - July 1995
Job ShareholderTax, LevitZacks
Industry Accounting
Experience
LevitZacks, Certified Public Accountants September 2004 - Present
Ernst & Young, LLP September 1998 - October 2003
Coopers & Lybrand July 1995 - September 1998
Bankers Trust August 1993 - July 1995
Security Pacific National Trust Company January 1990 - July 1993
Kenneth Leventhal & Co., CPA's January 1985 - January 1990
Skills
Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Law, FIN 48, International Tax, FAS109, Tax Research, Financial Accounting, FAS 5, Trusts, Forensic Accounting, Due Diligence, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, S Corporations
Education
California State University-Northridge 1975 — 1979
Bachelor of Science, Business Administration/Accounting
Golden Gate University 1997 — 2000
MS, Taxation
LevitZacks, Certified Public Accountants September 2004 - Present
Ernst & Young, LLP September 1998 - October 2003
Coopers & Lybrand July 1995 - September 1998
Bankers Trust August 1993 - July 1995
Security Pacific National Trust Company January 1990 - July 1993
Kenneth Leventhal & Co., CPA's January 1985 - January 1990
Skills
Tax, Corporate Tax, Partnership Taxation, CPA, Income Tax, Tax Preparation, Accounting, Financial Reporting, Tax Law, FIN 48, International Tax, FAS109, Tax Research, Financial Accounting, FAS 5, Trusts, Forensic Accounting, Due Diligence, Sarbanes-Oxley Act, Tax Accounting, Tax Returns, S Corporations
Education
California State University-Northridge 1975 — 1979
Bachelor of Science, Business Administration/Accounting
Golden Gate University 1997 — 2000
MS, Taxation
David Fink David Fink's Bankers Trust Experience August 1991 - July 1997
Job
Industry Information Technology and Services
Experience
Genpact Headstrong Capital Markets August 2008 - Present
Citigroup - Wealth Management May 2006 - August 2008
Headstrong January 2003 - May 2006
TenFold May 2000 - December 2002
Deutsche Bank July 1997 - March 2000
Bankers Trust August 1991 - July 1997
Andersen Consulting (Accenture) September 1987 - August 1991
Skills
Financial Services, Vendor Management, IT Strategy, Project Management, Risk Management, Program Management, Business Analysis, Software Development, SDLC, Management, Leadership, Software Project..., Mergers & Acquisitions, Business Process..., Business Transformation, Offshoring, Process Improvement, Outsourcing, Consulting, IT Management, Strategy, Project Portfolio..., Capital Markets, CRM, Investment Banking, Management Consulting, Banking, Integration, PMP, Data Warehousing, Requirements Gathering, Analytics, Project Delivery, Mergers, Requirements Analysis, Fixed Income, Change Management, Business Intelligence, PMO, Team Management, Enterprise Architecture, Business Process, Governance, Resource Management, Service Delivery
Education
The University of Chicago Booth School of Business 1986 — 1987
MBA, Business Strategy and Finance
Boston University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Genpact Headstrong Capital Markets August 2008 - Present
Citigroup - Wealth Management May 2006 - August 2008
Headstrong January 2003 - May 2006
TenFold May 2000 - December 2002
Deutsche Bank July 1997 - March 2000
Bankers Trust August 1991 - July 1997
Andersen Consulting (Accenture) September 1987 - August 1991
Skills
Financial Services, Vendor Management, IT Strategy, Project Management, Risk Management, Program Management, Business Analysis, Software Development, SDLC, Management, Leadership, Software Project..., Mergers & Acquisitions, Business Process..., Business Transformation, Offshoring, Process Improvement, Outsourcing, Consulting, IT Management, Strategy, Project Portfolio..., Capital Markets, CRM, Investment Banking, Management Consulting, Banking, Integration, PMP, Data Warehousing, Requirements Gathering, Analytics, Project Delivery, Mergers, Requirements Analysis, Fixed Income, Change Management, Business Intelligence, PMO, Team Management, Enterprise Architecture, Business Process, Governance, Resource Management, Service Delivery
Education
The University of Chicago Booth School of Business 1986 — 1987
MBA, Business Strategy and Finance
Boston University 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Tracy Abbas Tracy Abbas's Bankers Trust Experience 1990 - Present
Job Vice President and Trust Officer at Bankers Trust
Industry Financial Services
Experience
Bankers Trust 1990 - Present
Hawkeye Capital Bank & Trust 1985 - 1990
Skills
Marketing, Fundraising, Estate Planning, Estate Law, Public Speaking, Retirement Planning, Investments, Loans, Commercial Lending, Marketing Strategy, Nonprofits, Banking, Account Management, Personal Trust..., Securities, Investment Advisory, Commercial Banking, Small Business Lending
Education
Buena Vista University 1981 — 1985
BA in Management Science, Business Administration and Management, General
Greater DSM Leadership Institute
Graduated with the Class of 1995/96, Served on GDMLI Board 1996-2000, Served on GDMLI Board again from 2008-2010 serving as President during 2009/10
Bankers Trust 1990 - Present
Hawkeye Capital Bank & Trust 1985 - 1990
Skills
Marketing, Fundraising, Estate Planning, Estate Law, Public Speaking, Retirement Planning, Investments, Loans, Commercial Lending, Marketing Strategy, Nonprofits, Banking, Account Management, Personal Trust..., Securities, Investment Advisory, Commercial Banking, Small Business Lending
Education
Buena Vista University 1981 — 1985
BA in Management Science, Business Administration and Management, General
Greater DSM Leadership Institute
Graduated with the Class of 1995/96, Served on GDMLI Board 1996-2000, Served on GDMLI Board again from 2008-2010 serving as President during 2009/10
Janine Hirsch Bielski Janine Hirsch Bielski's Bankers Trust Experience November 1993 - March 1998
Job Seeking New Position
Industry Research
Experience
Open To Opportunities May 2014 - Present
Precision Health Economics, LLC October 2011 - May 2014
Precision Health Economics LLC March 2009 - October 2011
The Hero Initiative August 2002 - December 2008
The Starbright Foundation July 2000 - July 2002
Kaufman and Broad January 2000 - July 2000
Markham/Novell Communications March 1998 - August 1999
Bankers Trust November 1993 - March 1998
Skills
Research, Program Management, Event Planning, Public Speaking, Strategic Planning, Social Media, Microsoft Office, Program Evaluation, Proposal Writing, Internal Communications, Customer Service, Corporate Communications, Fundraising, Event Management, Contract Management, Talent Management, Vendor Relationships, Office Management, Office Administration, Marketing Communications
Education
Bradley University 1989 — 1993
Bachelor Of Science
Livingston High School
Open To Opportunities May 2014 - Present
Precision Health Economics, LLC October 2011 - May 2014
Precision Health Economics LLC March 2009 - October 2011
The Hero Initiative August 2002 - December 2008
The Starbright Foundation July 2000 - July 2002
Kaufman and Broad January 2000 - July 2000
Markham/Novell Communications March 1998 - August 1999
Bankers Trust November 1993 - March 1998
Skills
Research, Program Management, Event Planning, Public Speaking, Strategic Planning, Social Media, Microsoft Office, Program Evaluation, Proposal Writing, Internal Communications, Customer Service, Corporate Communications, Fundraising, Event Management, Contract Management, Talent Management, Vendor Relationships, Office Management, Office Administration, Marketing Communications
Education
Bradley University 1989 — 1993
Bachelor Of Science
Livingston High School
Joseph Daly Joseph Daly's Bankers Trust Experience January 1994 - December 1999
Job Chief Operating Officer Meritus Payment Solutions
Industry Financial Services
Experience
Meritus Payment Solutions an Optimal Payments Company 2013 - Present
Hewlett-Packard 2012 - 2013
DST Health Solutions 2011 - 2012
Comdata Corporation a subsidiary of Ceridian December 2004 - December 2010
Ceridian March 2004 - November 2006
Cigna March 2003 - March 2004
Deutsche Bank January 2000 - March 2003
Bankers Trust January 1994 - December 1999
Skills
Process Improvement, Risk Management, Leadership, Management, Strategic Planning, Operations Management, Executive Management, Budgets, Business Intelligence, Business Process..., Contract Negotiation, Business Analysis, Financial Risk, Financial Services, Team Management, Strategy, Banking, Mergers & Acquisitions, Financial Analysis, Auditing, Internal Audit, Forecasting, Finance, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Enterprise Risk..., Accounting, Financial Modeling, Fintech, Scalability, Payment Card Processing, Business Strategy, Strategic Thinking, Organizational..., Organizational..., Organizational Design
Education
Trevecca Nazarene University 2007 — 2010
MBA, Business
Binghamton University 1984 — 1988
BA, Accounting
Meritus Payment Solutions an Optimal Payments Company 2013 - Present
Hewlett-Packard 2012 - 2013
DST Health Solutions 2011 - 2012
Comdata Corporation a subsidiary of Ceridian December 2004 - December 2010
Ceridian March 2004 - November 2006
Cigna March 2003 - March 2004
Deutsche Bank January 2000 - March 2003
Bankers Trust January 1994 - December 1999
Skills
Process Improvement, Risk Management, Leadership, Management, Strategic Planning, Operations Management, Executive Management, Budgets, Business Intelligence, Business Process..., Contract Negotiation, Business Analysis, Financial Risk, Financial Services, Team Management, Strategy, Banking, Mergers & Acquisitions, Financial Analysis, Auditing, Internal Audit, Forecasting, Finance, US GAAP, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Enterprise Risk..., Accounting, Financial Modeling, Fintech, Scalability, Payment Card Processing, Business Strategy, Strategic Thinking, Organizational..., Organizational..., Organizational Design
Education
Trevecca Nazarene University 2007 — 2010
MBA, Business
Binghamton University 1984 — 1988
BA, Accounting
Nora C. D'Ambra's Bankers Trust Experience 1987 - 1993
Job Member Services Coordinator at Investment Casting Institute
Industry Nonprofit Organization Management
Experience
Investment Casting Institute February 2008 - Present
Bryant Staffing September 1998 - November 2007
Bankers Trust 1987 - 1993
Skills
Administrative..., Recruiting, PowerPoint, Software Documentation, Databases, Temporary Placement, Troubleshooting, Data Entry, Administration, Outlook, Payroll, Time Management, Human Resources, Training, Teamwork, Employee Relations, Microsoft Word, Office Administration, Administrative..., Operations Management, Team Building, Microsoft Office, Customer Service
Education
Berkeley College 1979 — 1981
Associate of Arts (AA), Marketing & Management
Investment Casting Institute February 2008 - Present
Bryant Staffing September 1998 - November 2007
Bankers Trust 1987 - 1993
Skills
Administrative..., Recruiting, PowerPoint, Software Documentation, Databases, Temporary Placement, Troubleshooting, Data Entry, Administration, Outlook, Payroll, Time Management, Human Resources, Training, Teamwork, Employee Relations, Microsoft Word, Office Administration, Administrative..., Operations Management, Team Building, Microsoft Office, Customer Service
Education
Berkeley College 1979 — 1981
Associate of Arts (AA), Marketing & Management
Suzanne Proctor McAndrews's Bankers Trust Experience November 1980 - February 1994
Job Brand Strategy Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 1994 - Present
Bankers Trust November 1980 - February 1994
IBM September 1977 - November 1980
Skills
Segmentation, Marketing Strategy, Market Research, Marketing Research, Marketing Communications, Marketing, Customer Insight, Brand Management, Advertising, Competitive Analysis, Direct Marketing, Integrated Marketing, Investments, Leadership, Financial Services, Relationship Management, Strategic Planning, Mutual Funds
Education
Harvard Business School 1975 — 1977
MBA
Brown University 1969 — 1973
AB, Social Psychology
Vanguard March 1994 - Present
Bankers Trust November 1980 - February 1994
IBM September 1977 - November 1980
Skills
Segmentation, Marketing Strategy, Market Research, Marketing Research, Marketing Communications, Marketing, Customer Insight, Brand Management, Advertising, Competitive Analysis, Direct Marketing, Integrated Marketing, Investments, Leadership, Financial Services, Relationship Management, Strategic Planning, Mutual Funds
Education
Harvard Business School 1975 — 1977
MBA
Brown University 1969 — 1973
AB, Social Psychology
Ernest Ferdman Ernest Ferdman's Bankers Trust Experience 1996 - 1997
Job Director, Data Analytics at Harbor Freight Tools
Industry Information Technology and Services
Experience
Harbor Freight Tools August 2014 - Present
Harbor Freight Tools December 2010 - August 2014
The Walt Disney Company January 2008 - December 2010
County of Ventura May 2001 - January 2008
Disney Consumer Products May 1997 - May 2001
The Walt Disney Company February 1997 - May 1997
Bankers Trust 1996 - 1997
Counrywide 1993 - 1996
Unisys 1987 - 1991
Skills
Project Management, Relational Databases, Web Technologies, Software Development..., Life-cycle Management, Client Server..., Data Analysis, Leadership, SDLC, Business Intelligence, Data Modeling, Requirements Analysis, Management, Database Design, SQL, Databases, Enterprise Architecture, ETL, Data Warehousing, Business Objects, Visio, Analysis, Testing, Cross-functional Team..., Security, E-commerce, IT Strategy, IT Management, Software Project..., Team Management, Vendor Management, Integration, ERP, Business Analysis, Requirements Gathering, Training, Information Technology, Oracle, Consulting, Business Process..., Business Process Design
Education
National University 1987 — 1988
Master of Science, Software Engineering
California State University-Northridge 1982 — 1987
Bachelor of Science, Computer Science
Canyon High School
Sierra Vista Junior High School
Harbor Freight Tools August 2014 - Present
Harbor Freight Tools December 2010 - August 2014
The Walt Disney Company January 2008 - December 2010
County of Ventura May 2001 - January 2008
Disney Consumer Products May 1997 - May 2001
The Walt Disney Company February 1997 - May 1997
Bankers Trust 1996 - 1997
Counrywide 1993 - 1996
Unisys 1987 - 1991
Skills
Project Management, Relational Databases, Web Technologies, Software Development..., Life-cycle Management, Client Server..., Data Analysis, Leadership, SDLC, Business Intelligence, Data Modeling, Requirements Analysis, Management, Database Design, SQL, Databases, Enterprise Architecture, ETL, Data Warehousing, Business Objects, Visio, Analysis, Testing, Cross-functional Team..., Security, E-commerce, IT Strategy, IT Management, Software Project..., Team Management, Vendor Management, Integration, ERP, Business Analysis, Requirements Gathering, Training, Information Technology, Oracle, Consulting, Business Process..., Business Process Design
Education
National University 1987 — 1988
Master of Science, Software Engineering
California State University-Northridge 1982 — 1987
Bachelor of Science, Computer Science
Canyon High School
Sierra Vista Junior High School
Dmitry Pugachevsky Dmitry Pugachevsky's Bankers Trust Experience September 1993 - June 1999
Job Head of Research at Quantifi
Industry Investment Banking
Experience
Quantifi, Inc. 2011 - Present
JPMorgan June 2008 - March 2011
Bear Stearns July 2001 - May 2008
Deutsche Bank June 1999 - June 2001
Bankers Trust September 1993 - June 1999
Skills
Credit Derivatives, Credit Risk, CVA, Monte Carlo Simulation, Basel III, wrong-way risk, FVA, cross-asset analytics, Credit, Counterparty Risk, Derivatives, Quantitative Analytics, Fixed Income, FX Options, Equity Derivatives, Interest Rate..., Analytics, Structured Products, Quantitative Investing, Quantitative Finance, Market Risk
Education
Carnegie Mellon University 1989 — 1993
Ph. D., Applied Math
Quantifi, Inc. 2011 - Present
JPMorgan June 2008 - March 2011
Bear Stearns July 2001 - May 2008
Deutsche Bank June 1999 - June 2001
Bankers Trust September 1993 - June 1999
Skills
Credit Derivatives, Credit Risk, CVA, Monte Carlo Simulation, Basel III, wrong-way risk, FVA, cross-asset analytics, Credit, Counterparty Risk, Derivatives, Quantitative Analytics, Fixed Income, FX Options, Equity Derivatives, Interest Rate..., Analytics, Structured Products, Quantitative Investing, Quantitative Finance, Market Risk
Education
Carnegie Mellon University 1989 — 1993
Ph. D., Applied Math
Tony Braida Tony Braida's Bankers Trust Experience October 2014 - Present
Job Assistant Vice President, International Banking at Bankers Trust
Industry Oil & Energy
Experience
Bankers Trust October 2014 - Present
Ryko Solutions, Inc. 1994 - October 2014
Iowa Export-Import Trading Company March 1991 - June 1994
Skills
Negotiation, Strategic Planning, New Business Development, Product Development, Sales Management, Foreign Languages, International Marketing, International Business
Education
Boston University 1989 — 1990
International Business Management
Central College 1985 — 1989
BA, International Management and Spanish Language
Bankers Trust October 2014 - Present
Ryko Solutions, Inc. 1994 - October 2014
Iowa Export-Import Trading Company March 1991 - June 1994
Skills
Negotiation, Strategic Planning, New Business Development, Product Development, Sales Management, Foreign Languages, International Marketing, International Business
Education
Boston University 1989 — 1990
International Business Management
Central College 1985 — 1989
BA, International Management and Spanish Language
Diane Katzenstein Diane Katzenstein's Bankers Trust Experience 1992 - 1999
Job Managing Director Operational Risk Management
Industry Financial Services
Experience
BNY Mellon June 2005 - Present
State Street Corporation January 2003 - September 2004
Deutsche Bank 1999 - 2003
Bankers Trust 1992 - 1999
KPMG Peat Marwick 1989 - 1991
BDO Seidman 1986 - 1989
Chassin Kandell 1984 - 1986
Schwaeber and Sloane, PC 1982 - 1984
Education
State University of New York at Binghamton
BS
BNY Mellon June 2005 - Present
State Street Corporation January 2003 - September 2004
Deutsche Bank 1999 - 2003
Bankers Trust 1992 - 1999
KPMG Peat Marwick 1989 - 1991
BDO Seidman 1986 - 1989
Chassin Kandell 1984 - 1986
Schwaeber and Sloane, PC 1982 - 1984
Education
State University of New York at Binghamton
BS
David Kolker's Bankers Trust Experience November 1991 - December 1995
Job CFO at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments March 2010 - Present
AIG Global Investment Group December 2004 - March 2010
Deutsche Bank January 2000 - December 2004
Garban Broking Services January 1998 - December 1999
Deutsche Bank January 1995 - December 1997
Bankers Trust November 1991 - December 1995
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Financial Reporting, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Financial Control, Corporate Finance, Managerial Finance, Financial Audits, Management, Equities, Portfolio Management, Emerging Markets, Fund Of Funds, Financial Services, Strategy, Finance
Education
Boston University 1988 — 1991
B.S. B.A., Finance & Accounting
PineBridge Investments March 2010 - Present
AIG Global Investment Group December 2004 - March 2010
Deutsche Bank January 2000 - December 2004
Garban Broking Services January 1998 - December 1999
Deutsche Bank January 1995 - December 1997
Bankers Trust November 1991 - December 1995
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Financial Analysis, Financial Reporting, Financial Planning, Financial Modeling, Financial Management, Financial Accounting, Financial Control, Corporate Finance, Managerial Finance, Financial Audits, Management, Equities, Portfolio Management, Emerging Markets, Fund Of Funds, Financial Services, Strategy, Finance
Education
Boston University 1988 — 1991
B.S. B.A., Finance & Accounting
Jennifer Costley Jennifer Costley's Bankers Trust Experience 1989 - 1999
Job Principal at Ashokan Advisors
Industry Management Consulting
Experience
Ashokan Advisors May 2013 - Present
Credit Suisse March 2003 - May 2013
DoubleClick 1999 - 2003
Bankers Trust 1989 - 1999
Bell Laboratories 1983 - 1990
Skills
Enterprise Architecture, IT Strategy, Program Management, Architecture, Vendor Management, IT Management, Business Analysis, Project Portfolio..., Risk Management, SDLC, Project Management, Change Management, Integration, Infrastructure, Strategic Planning, Sustainability, Analysis, Environmental Science, Data Center, Green IT, Technical Writing, Governance, Business Intelligence, Solution Architecture, Security, Software Development, CRM, Information Technology, PMO, Architectures, Report Writing, Consensus Building, Standards Development, Management, Leadership, Project Planning, Cross-functional Team..., Mentoring
Education
Columbia University in the City of New York 2006 — 2009
Certificate, Conservation Biology
Columbia University in the City of New York 1978 — 1983
Ph.D., Chemical Physics
Brandeis University 1974 — 1978
B.A., Physics & Chemistry
CERC
CERC
CERC
Ashokan Advisors May 2013 - Present
Credit Suisse March 2003 - May 2013
DoubleClick 1999 - 2003
Bankers Trust 1989 - 1999
Bell Laboratories 1983 - 1990
Skills
Enterprise Architecture, IT Strategy, Program Management, Architecture, Vendor Management, IT Management, Business Analysis, Project Portfolio..., Risk Management, SDLC, Project Management, Change Management, Integration, Infrastructure, Strategic Planning, Sustainability, Analysis, Environmental Science, Data Center, Green IT, Technical Writing, Governance, Business Intelligence, Solution Architecture, Security, Software Development, CRM, Information Technology, PMO, Architectures, Report Writing, Consensus Building, Standards Development, Management, Leadership, Project Planning, Cross-functional Team..., Mentoring
Education
Columbia University in the City of New York 2006 — 2009
Certificate, Conservation Biology
Columbia University in the City of New York 1978 — 1983
Ph.D., Chemical Physics
Brandeis University 1974 — 1978
B.A., Physics & Chemistry
CERC
CERC
CERC
Thelma (Tachi) Morales Thelma (Tachi) Morales's Bankers Trust Experience December 1992 - January 1995
Job Executive Assistant to Vice Chairman at PineBridge Investments
Industry Investment Management
Experience
PineBridge Investments (Divested AIG Investments division purchased by Pacific Century Group) February 1995 - Present
Bankers Trust December 1992 - January 1995
Hyatt Hotels Corporation September 1986 - November 1992
American Medical Women's Association (AMWA) 1981 - 1984
Skills
Asset Managment, Administrative..., Customer-focused, Office Management, Sales, Fundraising, Microsoft Suite, Financial Analysis, Management, Asset Management, Administrative..., Microsoft Office, Equities, Human Resources, Access, Office Administration, Interviews, Financial Services, PowerPoint, Investments, Hedge Funds, Customer Service, Time Management, Finance, Event Management, Negotiation, Policy, Administrative...
Education
Borough of Manhattan Community College
Business Administration and Management, General
Pace University - Lubin School of Business
Business Administration and Management, General
PineBridge Investments (Divested AIG Investments division purchased by Pacific Century Group) February 1995 - Present
Bankers Trust December 1992 - January 1995
Hyatt Hotels Corporation September 1986 - November 1992
American Medical Women's Association (AMWA) 1981 - 1984
Skills
Asset Managment, Administrative..., Customer-focused, Office Management, Sales, Fundraising, Microsoft Suite, Financial Analysis, Management, Asset Management, Administrative..., Microsoft Office, Equities, Human Resources, Access, Office Administration, Interviews, Financial Services, PowerPoint, Investments, Hedge Funds, Customer Service, Time Management, Finance, Event Management, Negotiation, Policy, Administrative...
Education
Borough of Manhattan Community College
Business Administration and Management, General
Pace University - Lubin School of Business
Business Administration and Management, General
David Aaron David Aaron's Bankers Trust Experience 1987 - 1995
Job CoCEO and Chief Investment Officer at EMM
Industry Financial Services
Experience
EMM March 2009 - Present
Lehman Brothers June 2006 - March 2009
Neuberger Berman 2006 - 2009
Bluehaven Services 2004 - 2006
Derivatech 1996 - 2004
Bankers Trust 1987 - 1995
Skills
Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading, Investment Strategies, Asset Managment, FX, Asset Management, Capital Markets, Financial Markets, Global Macro, Hedging, Currency, Options, FX trading, Trading Systems
Education
Brown University 1982 — 1986
BA, International Relations
EMM March 2009 - Present
Lehman Brothers June 2006 - March 2009
Neuberger Berman 2006 - 2009
Bluehaven Services 2004 - 2006
Derivatech 1996 - 2004
Bankers Trust 1987 - 1995
Skills
Investment Advisory, Wealth Management, Portfolio Management, Asset Allocation, Risk Management, Impact Investing, Due Diligence, Hedge Funds, Derivatives, Investments, Alternative Investments, Trading, Investment Strategies, Asset Managment, FX, Asset Management, Capital Markets, Financial Markets, Global Macro, Hedging, Currency, Options, FX trading, Trading Systems
Education
Brown University 1982 — 1986
BA, International Relations
Gabriela Soppelsa Gabriela Soppelsa's Bankers Trust Experience 1990 - 1999
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2002 - Present
Morgan Stanley Firm Risk Managment August 1999 - June 2002
Bankers Trust 1990 - 1999
Education
Carleton University
M.Sc. Mathematics and Statistics
MIT Sloan School of Management
MBA
University of Ottawa / Université d'Ottawa
BA Economics
Morgan Stanley Investment Management June 2002 - Present
Morgan Stanley Firm Risk Managment August 1999 - June 2002
Bankers Trust 1990 - 1999
Education
Carleton University
M.Sc. Mathematics and Statistics
MIT Sloan School of Management
MBA
University of Ottawa / Université d'Ottawa
BA Economics
Mark W. Moore Mark W. Moore's Bankers Trust Experience 1996 - 1997
Job Senior Relationship Manager Institutional Sales Trader
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
SunTrust Robinson Humphrey 2000 - 2014
PaineWebber 1998 - 2000
NatWest 1997 - 1997
Bankers Trust 1996 - 1997
Skills
Relationship Management, Business Development, Management / Leadership, Market Trend Analysis, Negotiation, Growth Strategies, Institutional Sales, Equity Trading, Securities, Financial Markets, Equity Research, Bloomberg, Hedge Funds, Asset Management, Investments, Series 63, Fixed Income, Investment Management, Strategy, Alternative Investments, Options, Trading Systems, Portfolio Management, Equities, Trading, Series 7, Capital Markets, Investment Accounting, Leadership Management
Education
Boston University Questrom School of Business 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Providence College 1981 — 1985
Bachelor of Science (B.S.) Business Administration, Marketing / Marketing Management
Camille Harriott Camille Harriott's Bankers Trust Experience April 1987 - November 1989
Job Higher Education Professional
Industry Higher Education
Experience
New York University January 1990 - Present
New York University 1990 - 2012
Bankers Trust April 1987 - November 1989
Education
Capella University 2011 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
NYU 2002 — 2007
Bachelor of Science (BS), Leadership and Management Studies
New York University January 1990 - Present
New York University 1990 - 2012
Bankers Trust April 1987 - November 1989
Education
Capella University 2011 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
NYU 2002 — 2007
Bachelor of Science (BS), Leadership and Management Studies
Romolo Marcucci Romolo Marcucci's Bankers Trust Experience 1983 - 1985
Job Executive in outsourced technology infrastructure services with Coranet Corp
Industry Information Technology and Services
Experience
Coranet Corp 2004 - Present
Comforce 1998 - 2004
Camelot Communications Group Inc 1991 - 2003
Nortel 1985 - 1991
Bankers Trust 1983 - 1985
Skills
Thought Leadership, VoIP, Start-ups, Telecommunications, Executive Management, Strategic Partnerships, Professional Services, Strategy, IT Strategy, Operations Management, Organizational..., Executive Coaching, Networking, Culture Change, Executive Development, Management, Mergers & Acquisitions, Leadership, Business Development, Vendor Management, Sales, Solution Selling, Program Management
Education
New Jersey Institute of Technology 1998 — 2000
MA, Business & Technology
Binghamton University 1979 — 1983
1983, Psychology
Coranet Corp 2004 - Present
Comforce 1998 - 2004
Camelot Communications Group Inc 1991 - 2003
Nortel 1985 - 1991
Bankers Trust 1983 - 1985
Skills
Thought Leadership, VoIP, Start-ups, Telecommunications, Executive Management, Strategic Partnerships, Professional Services, Strategy, IT Strategy, Operations Management, Organizational..., Executive Coaching, Networking, Culture Change, Executive Development, Management, Mergers & Acquisitions, Leadership, Business Development, Vendor Management, Sales, Solution Selling, Program Management
Education
New Jersey Institute of Technology 1998 — 2000
MA, Business & Technology
Binghamton University 1979 — 1983
1983, Psychology
Edward Pla Edward Pla's Bankers Trust Experience 1993 - 1994
Job Managing Director UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank 1994 - Present
LCH.Clearnet June 2010 - March 2014
Bankers Trust 1993 - 1994
Cooper Neff Assoc 1991 - 1993
O'Connor & Associates. 1985 - 1991
Skills
Prime Brokerage, Derivatives, Fixed Income, Trading, FX Options, Hedge Funds, Electronic Trading, Investment Banking, Options, Trading Systems, Equity Derivatives, Capital Markets, Equities, Financial Markets
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance
Boston College 1981 — 1985
BS, Finance & Philosophy
UBS Investment Bank 1994 - Present
LCH.Clearnet June 2010 - March 2014
Bankers Trust 1993 - 1994
Cooper Neff Assoc 1991 - 1993
O'Connor & Associates. 1985 - 1991
Skills
Prime Brokerage, Derivatives, Fixed Income, Trading, FX Options, Hedge Funds, Electronic Trading, Investment Banking, Options, Trading Systems, Equity Derivatives, Capital Markets, Equities, Financial Markets
Education
The University of Chicago - Booth School of Business 1989 — 1992
MBA, Finance
Boston College 1981 — 1985
BS, Finance & Philosophy
Karen Baler Karen Baler's Bankers Trust Experience 1988 - 1991
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Nantucket Fish Co. 2006 - 2011
Marketing Technology Solutions 2003 - 2004
Deutsche Bank 1992 - 2002
Citi 1996 - 1996
Bankers Trust 1988 - 1991
Skills
Test Planning, Testing, Quality Assurance, SDLC, Business Analysis, Requirements Analysis
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Brandeis University 1974 — 1978
BA, American Studies
Nantucket Fish Co. 2006 - 2011
Marketing Technology Solutions 2003 - 2004
Deutsche Bank 1992 - 2002
Citi 1996 - 1996
Bankers Trust 1988 - 1991
Skills
Test Planning, Testing, Quality Assurance, SDLC, Business Analysis, Requirements Analysis
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Brandeis University 1974 — 1978
BA, American Studies
Kenny Eng Kenny Eng's Bankers Trust Experience 1995 - 1997
Job Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. 2013 - Present
iMentor 2002 - Present
RBC Capital Markets 2012 - 2012
HSBC Securities 2010 - 2012
Barclays Capital 2009 - 2010
Citigroup 1997 - 2009
Bankers Trust 1995 - 1997
Education
Carnegie Mellon University
BSc, Dual Major, Industrial Management and Economics
Stuyvesant High School
Angelo, Gordon & Co. 2013 - Present
iMentor 2002 - Present
RBC Capital Markets 2012 - 2012
HSBC Securities 2010 - 2012
Barclays Capital 2009 - 2010
Citigroup 1997 - 2009
Bankers Trust 1995 - 1997
Education
Carnegie Mellon University
BSc, Dual Major, Industrial Management and Economics
Stuyvesant High School
Mike McManus Mike McManus's Bankers Trust Experience 1990 - 1992
Job Senior Business Leader: Strategy, Planning and Innovation Global Commercial Products at MasterCard
Industry Financial Services
Experience
MasterCard January 2012 - Present
MasterCard July 2009 - January 2012
MasterCard February 2006 - July 2009
Fitch Ratings 2001 - 2005
Visa 1999 - 2001
Citibank 1990 - 1999
Bankers Trust 1990 - 1992
Skills
Management, Strategic Planning, Electronic Payments, Payments, Payment Systems, Credit Cards, Payment Card Processing, Cards, Strategic Partnerships, E-payments, Payment Cards, Strategy, Financial Services, E-commerce, Banking, Cross-functional Team..., Business Strategy, Payment Gateways, Payment Industry, Product Development, Risk Management, B2B, Competitive Analysis, Project Management, Process Improvement, Product Management
Education
Binghamton University 1984 — 1987
MasterCard January 2012 - Present
MasterCard July 2009 - January 2012
MasterCard February 2006 - July 2009
Fitch Ratings 2001 - 2005
Visa 1999 - 2001
Citibank 1990 - 1999
Bankers Trust 1990 - 1992
Skills
Management, Strategic Planning, Electronic Payments, Payments, Payment Systems, Credit Cards, Payment Card Processing, Cards, Strategic Partnerships, E-payments, Payment Cards, Strategy, Financial Services, E-commerce, Banking, Cross-functional Team..., Business Strategy, Payment Gateways, Payment Industry, Product Development, Risk Management, B2B, Competitive Analysis, Project Management, Process Improvement, Product Management
Education
Binghamton University 1984 — 1987
Tricia (Hayes) Cole Tricia (Hayes) Cole's Bankers Trust Experience 1992 - 1995
Job Executive Managing Director at Corcoran Sunshine Marketing Group
Industry Real Estate
Experience
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Corcoran Sunshine Marketing Group 2009 - Present
Corcoran Sunshine Marketing Group 2006 - 2009
Corcoran Sunshine Marketing Group 2002 - 2006
The Corcoran Group 1998 - 2001
Lehman Brothers 1995 - 1997
Bankers Trust 1992 - 1995
Merrill Lynch 1988 - 1990
Skills
Leases, Real Estate Development, Property Management, Real Estate, Brokerage, Real Estate Transactions, Investment Properties, Real Estate Economics, Due Diligence, Advertising, Strategic Planning, Social Media, Financial Modeling, Financial Analysis, Asset Management, Contract Negotiation, Negotiation, Residential Homes, Selling
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance, Decision Sciences
Brown University 1984 — 1988
BA, Math, Economics
Elmerina Brooks's Bankers Trust Experience 1986 - 1989
Job Real Estate Sales Agent at Halstead Property
Industry Real Estate
Experience
Halstead Property September 1996 - Present
Bankers Trust 1986 - 1989
Chemical Bank 1979 - 1986
Skills
Real Estate, Real Estate Transactions, Sellers, Relocation, Investment Properties, First Time Home Buyers, Selling, Investments, Negotiation, Brokerage, Property Management, Residential Homes, Leases, Due Diligence, Financial Analysis, Commercial Real Estate, Sales
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
B.A ., Psychology
Halstead Property September 1996 - Present
Bankers Trust 1986 - 1989
Chemical Bank 1979 - 1986
Skills
Real Estate, Real Estate Transactions, Sellers, Relocation, Investment Properties, First Time Home Buyers, Selling, Investments, Negotiation, Brokerage, Property Management, Residential Homes, Leases, Due Diligence, Financial Analysis, Commercial Real Estate, Sales
Education
Cornell University - Johnson Graduate School of Management 1977 — 1979
MBA, Finance
Bucknell University 1973 — 1977
B.A ., Psychology
Ranjan Chakraborty Ranjan Chakraborty's Bankers Trust Experience 1993 - 2000
Job Program Manager, Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Barclays Investment Bank May 2013 - April 2015
Citigroup November 2009 - May 2013
Credit Suisse 2002 - 2009
Arthur Andersen 2001 - 2002
Sapient 2000 - 2001
Bankers Trust 1993 - 2000
CMC Ltd. 1985 - 1993
Skills
Management, Equities, Investment Banking, Fixed Income, Risk Management, Prime Brokerage, Margin, Billing Systems, PnL, Cross-functional Team..., SDLC, IT Strategy, PMO, Software Project..., Banking, Testing, Capital Markets, Business Process, Vendor Management, Business Analysis, Financial Services, Derivatives, Offshoring, Portfolio Management, Program Management, Project Management
Education
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering, Electrical Engineering
Indian Institute of Technology, Madras
M.Tech, Industrial Management
Morgan Stanley April 2015 - Present
Barclays Investment Bank May 2013 - April 2015
Citigroup November 2009 - May 2013
Credit Suisse 2002 - 2009
Arthur Andersen 2001 - 2002
Sapient 2000 - 2001
Bankers Trust 1993 - 2000
CMC Ltd. 1985 - 1993
Skills
Management, Equities, Investment Banking, Fixed Income, Risk Management, Prime Brokerage, Margin, Billing Systems, PnL, Cross-functional Team..., SDLC, IT Strategy, PMO, Software Project..., Banking, Testing, Capital Markets, Business Process, Vendor Management, Business Analysis, Financial Services, Derivatives, Offshoring, Portfolio Management, Program Management, Project Management
Education
Bengal Engineering and Science University, Shibpur
Bachelor of Engineering, Electrical Engineering
Indian Institute of Technology, Madras
M.Tech, Industrial Management
Mike Corelli Mike Corelli's Bankers Trust Experience April 1993 - February 1999
Job Founder, Managing Partner at Black Marlin Capital LLC
Industry Financial Services
Experience
Black Marlin Capital LLC July 2013 - Present
Allianz Global Investors February 1999 - April 2013
Bankers Trust April 1993 - February 1999
Skills
Investments, Equities, Small & Mid Cap Equities, Energy Industry &..., Healthcare Investing, Industrial Sector, Technology Investing, Entrepreneurship, Rental Real Estate, Leadership, Hedge Funds, Series 7, Management, Mutual Funds, Fixed Income, Investment Management, Alternative Investments, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Valuation, Bloomberg, Executive Management, Securities, Asset Management, Healthcare, Equity Valuation
Education
Bucknell University 1989 — 1993
BA, Political Science, Minor - Legal Studies
Black Marlin Capital LLC July 2013 - Present
Allianz Global Investors February 1999 - April 2013
Bankers Trust April 1993 - February 1999
Skills
Investments, Equities, Small & Mid Cap Equities, Energy Industry &..., Healthcare Investing, Industrial Sector, Technology Investing, Entrepreneurship, Rental Real Estate, Leadership, Hedge Funds, Series 7, Management, Mutual Funds, Fixed Income, Investment Management, Alternative Investments, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Valuation, Bloomberg, Executive Management, Securities, Asset Management, Healthcare, Equity Valuation
Education
Bucknell University 1989 — 1993
BA, Political Science, Minor - Legal Studies
Greg Babij's Bankers Trust Experience June 1995 - June 1997
Job Managing Principal at Norfolk Markets
Industry Financial Services
Experience
Norfolk Markets November 2011 - Present
AVM LP (Broker - Dealer) February 2003 - December 2013
Deutsche Bank June 1997 - February 2003
Bankers Trust June 1995 - June 1997
Education
Bucknell University 1991 — 1995
BS Civil Engineering
Norfolk Markets November 2011 - Present
AVM LP (Broker - Dealer) February 2003 - December 2013
Deutsche Bank June 1997 - February 2003
Bankers Trust June 1995 - June 1997
Education
Bucknell University 1991 — 1995
BS Civil Engineering
Carl J. DeLisi Carl J. DeLisi's Bankers Trust Experience 1998 - 1999
Job President at LaraLuu Marketing
Industry Investment Management
Experience
LaraLuu Marketing July 2012 - Present
Major Mutual Fund & Hedge Fund January 2012 - Present
IQ Market Data Solutions January 2011 - Present
Ingenious Intelligence, bnc., Inc. September 2002 - Present
MetLife 2009 - December 2011
AIG Investments March 2005 - June 2009
Deutsche Bank 1999 - 2002
Bankers Trust 1998 - 1999
Bank of New York January 1988 - June 1998
Dean Witter Reynolds June 1982 - August 1987
Skills
Private Equity, Securities, Enterprise Architecture, Data Analysis, Asset Managment, Investment Banking, Derivatives, Portfolio Management, Business Analysis, Management, IT Management, Vendor Management, SDLC, Alternative Investments, Integration, Trading, Bonds, Fixed Income, Investments, Risk Management, Banking, Financial Services, IT Strategy, Capital Markets, SQL, Requirements Gathering, Performance Management, Business Intelligence, Outsourcing, Equity Trading, Visio, Data Warehousing, Sales, Hedge Funds, Change Management, Databases, Requirements Analysis, Disaster Recovery, Project Management, Equities, Analysis, Program Management, Asset Management, Product Development, Software Project..., Data Modeling, Project Portfolio..., Trading Systems, Options
Education
King's College London 1996 — 1999
City University of New York-Brooklyn College 1983 — 1986
Brooklyn Law School 1980 — 1983
JD
New York University 1976 — 1980
LaraLuu Marketing July 2012 - Present
Major Mutual Fund & Hedge Fund January 2012 - Present
IQ Market Data Solutions January 2011 - Present
Ingenious Intelligence, bnc., Inc. September 2002 - Present
MetLife 2009 - December 2011
AIG Investments March 2005 - June 2009
Deutsche Bank 1999 - 2002
Bankers Trust 1998 - 1999
Bank of New York January 1988 - June 1998
Dean Witter Reynolds June 1982 - August 1987
Skills
Private Equity, Securities, Enterprise Architecture, Data Analysis, Asset Managment, Investment Banking, Derivatives, Portfolio Management, Business Analysis, Management, IT Management, Vendor Management, SDLC, Alternative Investments, Integration, Trading, Bonds, Fixed Income, Investments, Risk Management, Banking, Financial Services, IT Strategy, Capital Markets, SQL, Requirements Gathering, Performance Management, Business Intelligence, Outsourcing, Equity Trading, Visio, Data Warehousing, Sales, Hedge Funds, Change Management, Databases, Requirements Analysis, Disaster Recovery, Project Management, Equities, Analysis, Program Management, Asset Management, Product Development, Software Project..., Data Modeling, Project Portfolio..., Trading Systems, Options
Education
King's College London 1996 — 1999
City University of New York-Brooklyn College 1983 — 1986
Brooklyn Law School 1980 — 1983
JD
New York University 1976 — 1980
GW Wong's Bankers Trust Experience 1993 - 1995
Job Analyst at Misys
Industry Computer Software
Experience
Misys 2011 - Present
Misys 2007 - 2011
Misys 2005 - 2007
Misys 2000 - 2004
Misys 1999 - 2004
Misys 1995 - 1999
Bankers Trust 1993 - 1995
Misys 1990 - 1993
Skills
Trading Systems, Derivatives, Fixed Income, Sybase, Capital Markets
Education
Binghamton University
Bachelor of Arts (B.A.), Mathematics and Computer Science
Misys 2011 - Present
Misys 2007 - 2011
Misys 2005 - 2007
Misys 2000 - 2004
Misys 1999 - 2004
Misys 1995 - 1999
Bankers Trust 1993 - 1995
Misys 1990 - 1993
Skills
Trading Systems, Derivatives, Fixed Income, Sybase, Capital Markets
Education
Binghamton University
Bachelor of Arts (B.A.), Mathematics and Computer Science
Amy Underhill Amy Underhill's Bankers Trust Experience June 2013 - July 2014
Job Operations and Compliance at Generations Wealth Management
Industry Financial Services
Experience
Generations Wealth Management August 2014 - Present
Bankers Trust June 2013 - July 2014
Wells Fargo January 2010 - February 2013
Skyline Exhibits Iowa Nebraska 2013 - 2013
Wells Fargo January 2001 - December 2009
Skills
Wealth Management, Trusts, Finance, Cross Selling, Customer Service, Retail Banking, Private Banking, Relationship Management, Banking, Trust Services, Microsoft Excel, Microsoft Office, Loan Origination, Financial Analysis, Retirement Planning, Loans, Commercial Banking, Risk Management, Portfolio Management, Leadership, Sales, Mortgage Lending, Securities, Small Business Lending, Strategic Planning, Management
Education
Buena Vista University 1995 — 1997
Bachelor of Arts Degree in Business Administration, Business Management and General Business Administration
Marshalltown Community College 1993 — 1995
Associate’s Degree, Business Administration, Management and Operations
MHS 1990 — 1993
Generations Wealth Management August 2014 - Present
Bankers Trust June 2013 - July 2014
Wells Fargo January 2010 - February 2013
Skyline Exhibits Iowa Nebraska 2013 - 2013
Wells Fargo January 2001 - December 2009
Skills
Wealth Management, Trusts, Finance, Cross Selling, Customer Service, Retail Banking, Private Banking, Relationship Management, Banking, Trust Services, Microsoft Excel, Microsoft Office, Loan Origination, Financial Analysis, Retirement Planning, Loans, Commercial Banking, Risk Management, Portfolio Management, Leadership, Sales, Mortgage Lending, Securities, Small Business Lending, Strategic Planning, Management
Education
Buena Vista University 1995 — 1997
Bachelor of Arts Degree in Business Administration, Business Management and General Business Administration
Marshalltown Community College 1993 — 1995
Associate’s Degree, Business Administration, Management and Operations
MHS 1990 — 1993
Michael Delaney Michael Delaney's Bankers Trust Experience 1987 - 1990
Job Director Market and Liquidity Risk Management at Credit Suisse
Industry Banking
Experience
Credit Suisse September 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Standard Chartered Bank January 1995 - November 2014
Merrill Lynch 1991 - 1995
Bankers Trust 1987 - 1990
Skills
Market Risk, Project Management, Banking, Management, Leadership, Strategic Planning, Risk Management, Financial Analysis, Capital Markets
Education
Binghamton University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Binghamton University
Bachelor of Applied Science (B.A.Sc.), Accounting
Credit Suisse September 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Standard Chartered Bank January 1995 - November 2014
Merrill Lynch 1991 - 1995
Bankers Trust 1987 - 1990
Skills
Market Risk, Project Management, Banking, Management, Leadership, Strategic Planning, Risk Management, Financial Analysis, Capital Markets
Education
Binghamton University 1984 — 1987
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Binghamton University
Bachelor of Applied Science (B.A.Sc.), Accounting
Robert A. Bate, CPA Robert A. Bate, CPA's Bankers Trust Experience May 1992 - January 1999
Job Founder at 4 Your Wealth Financial
Industry Financial Services
Experience
4 Your Wealth Financial December 2013 - Present
Bank of America Merrill Lynch November 2007 - August 2010
LaSalle Global Trust Services January 1999 - November 2007
Bankers Trust May 1992 - January 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Statements, Finance, Tax, Internal Controls, Analysis
Education
California State University-Los Angeles
bachelor of science, business administration - accounting
4 Your Wealth Financial December 2013 - Present
Bank of America Merrill Lynch November 2007 - August 2010
LaSalle Global Trust Services January 1999 - November 2007
Bankers Trust May 1992 - January 1999
Skills
Accounting, Process Improvement, Financial Analysis, Financial Statements, Finance, Tax, Internal Controls, Analysis
Education
California State University-Los Angeles
bachelor of science, business administration - accounting
Papka, Ron's Bankers Trust Experience 1989 - 1991
Job Director at Citi
Industry Financial Services
Experience
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Citi December 2009 - Present
Barclays Capital September 2008 - December 2009
Lehman Brothers March 2003 - September 2008
BlackRock September 2000 - March 2003
Hyperion Capital Management 1992 - 1994
First Boston Corporation 1991 - 1991
Bankers Trust 1989 - 1991
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Equities, Electronic Trading, Investment Banking, Market Data, Portfolio Management, Hedge Funds, Trading, Credit Derivatives, Risk Management, Asset Management, Equity Derivatives, Enterprise Architecture, Analytics, Options, Interest Rate..., FX Options, Market Risk, Low Latency, Prime Brokerage
Education
University of Massachusetts, Amherst 1994 — 1999
Ph.D., Computer Science
Brown University 1991 — 1992
MS, Computer Science
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
David Giambastiani David Giambastiani's Bankers Trust Experience 1995 - 2000
Job Director, Credit Risk Manager at CLS Group.
Industry Financial Services
Experience
CLS Bank International November 2012 - Present
Brown Brothers Harriman June 2005 - August 2012
Bear Stearns November 2000 - March 2005
Bankers Trust 1995 - 2000
Skills
Credit Risk, Commercial Lending, Credit Analysis, Risk Management, Counterparty Risk, Fixed Income, Derivatives, Securities Lending, Financial Institutions, ISDA, Mutual Funds, Swaps, Interest Rate..., Banking, Series 7, Portfolio Management, Financial Services
Education
Pace University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Canisius College 1976 — 1979
Bachelor of Arts (B.A.), Finance, General
CLS Bank International November 2012 - Present
Brown Brothers Harriman June 2005 - August 2012
Bear Stearns November 2000 - March 2005
Bankers Trust 1995 - 2000
Skills
Credit Risk, Commercial Lending, Credit Analysis, Risk Management, Counterparty Risk, Fixed Income, Derivatives, Securities Lending, Financial Institutions, ISDA, Mutual Funds, Swaps, Interest Rate..., Banking, Series 7, Portfolio Management, Financial Services
Education
Pace University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Canisius College 1976 — 1979
Bachelor of Arts (B.A.), Finance, General
Brett Levy Brett Levy's Bankers Trust Experience April 1992 - February 1999
Job Managing Director, HY Research at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Jefferies & Company July 2004 - Present
RBC Capital Markets 2000 - 2004
Credit Suisse February 1999 - October 2000
Bankers Trust April 1992 - February 1999
Skills
Leveraged Finance, Private Placements, Investment Banking, Debt, Equity Research, High Yield, Emerging Markets, Bonds, Capital Markets, Equities, CDS, Alternative Investments, Hedge Funds, Asset Management, Bloomberg, Fixed Income, Mergers & Acquisitions, Valuation, LBO, Financial Modeling, Financial Markets, Portfolio Management, Private Equity, Credit Derivatives, Corporate Finance, Structured Products, Structured Finance, Financial Structuring, Investments, Securities, Equity Derivatives, Trading, Derivatives
Education
M.I.T. 1984 — 1986
MSM, Finance and M.I.S.
Boston University 1978 — 1982
BSBA, Finance and Marketing
Newton North High School 1975 — 1978
High school diploma
Chris Meli Chris Meli's Bankers Trust Experience June 1996 - June 1999
Job Head of Risk Management Group at SMBC Nikko Securities America, Inc.
Industry Financial Services
Experience
SMBC Nikko Securities America, Inc. May 2014 - Present
Barclays Capital November 2005 - May 2013
Bank of America October 2000 - October 2005
Deutsche Bank June 1999 - September 2000
Bankers Trust June 1996 - June 1999
Naval Research Laboratory August 1993 - July 1995
Max Planck Institute for Fluid Dynamics June 1992 - April 1993
Brown University January 1988 - May 1992
Skills
Market Risk, Derivatives, Structured Products, Fixed Income, Capital Markets, Structured Finance, Credit Derivatives, Interest Rate..., Credit Risk, Quantitative Finance, Bloomberg, Financial Risk, Risk Management
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Finance
Brown University 1986 — 1992
Ph.D., Physics
University of Delaware 1983 — 1986
B.S., B.A., Physics, History, cum laude
Dartmouth College 1982 — 1983
SMBC Nikko Securities America, Inc. May 2014 - Present
Barclays Capital November 2005 - May 2013
Bank of America October 2000 - October 2005
Deutsche Bank June 1999 - September 2000
Bankers Trust June 1996 - June 1999
Naval Research Laboratory August 1993 - July 1995
Max Planck Institute for Fluid Dynamics June 1992 - April 1993
Brown University January 1988 - May 1992
Skills
Market Risk, Derivatives, Structured Products, Fixed Income, Capital Markets, Structured Finance, Credit Derivatives, Interest Rate..., Credit Risk, Quantitative Finance, Bloomberg, Financial Risk, Risk Management
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Finance
Brown University 1986 — 1992
Ph.D., Physics
University of Delaware 1983 — 1986
B.S., B.A., Physics, History, cum laude
Dartmouth College 1982 — 1983
Francisco Heredia's Bankers Trust Experience 1990 - 1992
Job Managing Director, CoFounder at Molten Markets, Inc.
Industry Financial Services
Experience
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Molten Markets Inc October 2011 - Present
UBS Investment Bank January 2011 - September 2011
UBS Investment Bank September 2009 - December 2010
FX Startup April 2009 - September 2009
Boston Global Associates January 2009 - September 2009
State Street Global Markets - Global Link February 1999 - January 2009
Putnam Investments May 1992 - November 1997
Bankers Trust 1990 - 1992
Harvard Management Company 1989 - 1990
Skills
FX, Fixed Income, Currency, Derivatives, Hedge Funds, Commodities, Financial Markets, Capital Markets, Asset Management, Trading Systems, Electronic Trading, Emerging Markets, Investment Banking
Education
Brandeis University, Lemberg - International Business School
MS, International Finance
Northeastern University
Bachelor of Science, Finance and International Business
Colegio Hispano Americano
Colegio Hispano Americano
Robert Enoch Robert Enoch's Bankers Trust Experience October 1993 - September 1998
Job Consultant; Financial Services at Enoch Consulting
Industry Marketing and Advertising
Experience
Enoch Consulting September 2004 - May 2005
GreenPoint Bank 1998 - 2002
Greenpoint Financial 1997 - 2002
Bankers Trust October 1993 - September 1998
Citibank February 1981 - September 1993
Education
Brooklyn Law School 1977 — 1981
JD, Law
SUNY at Stony Brook 1974 — 1977
BS, Political Science, Psychology
Stony Brook University 1973 — 1977
BA, political science
Enoch Consulting September 2004 - May 2005
GreenPoint Bank 1998 - 2002
Greenpoint Financial 1997 - 2002
Bankers Trust October 1993 - September 1998
Citibank February 1981 - September 1993
Education
Brooklyn Law School 1977 — 1981
JD, Law
SUNY at Stony Brook 1974 — 1977
BS, Political Science, Psychology
Stony Brook University 1973 — 1977
BA, political science
Clay Thompson's Bankers Trust Experience November 1996 - June 1999
Job Vice President, Valuation Control Group at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2008 - Present
Wachovia Securities November 2005 - March 2008
Societe Generale September 2003 - October 2005
Constellation Financial Managment January 2000 - September 2003
Deutsche Bank June 1999 - January 2000
Bankers Trust November 1996 - June 1999
Arthur Andersen September 1994 - November 1996
Skills
Product Control, Equities, Equity Derivatives
Education
Carnegie Mellon University 1990 — 1994
B.S., Industrial Management
Stuyvesant High School 1986 — 1990
PS 159
JPMorgan Chase March 2008 - Present
Wachovia Securities November 2005 - March 2008
Societe Generale September 2003 - October 2005
Constellation Financial Managment January 2000 - September 2003
Deutsche Bank June 1999 - January 2000
Bankers Trust November 1996 - June 1999
Arthur Andersen September 1994 - November 1996
Skills
Product Control, Equities, Equity Derivatives
Education
Carnegie Mellon University 1990 — 1994
B.S., Industrial Management
Stuyvesant High School 1986 — 1990
PS 159
Barbara Goodstein's Bankers Trust Experience 1992 - 1994
Job President and CEO TIGER 21 Holdings
Industry Financial Services
Experience
TIGER 21 May 2015 - Present
Manning and Napier, NYSE: MN November 2012 - Present
God's Love We Deliver 2010 - Present
Vonage July 2012 - February 2015
AXA Equitable 2005 - 2011
JPMorgan Chase 2001 - 2005
Instinet.com 1998 - 2001
Scudder Kemper Investments 1996 - 1998
Van Eck Global 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Leadership, Management, Business Strategy, Business Development, New Business..., Digital Media, Marketing, Innovation, Digital Marketing, Marketing Strategy, Marketing Communications, Strategy, Integrated Marketing, New Business Development, Advertising, Strategic Planning, Digital Innovation, Corporate Communications, Mergers & Acquisitions, Brand Management, Investments, Public Relations, Segmentation, marketing concepts, Identifying New...
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing
Brown University 1977 — 1981
BA, English
TIGER 21 May 2015 - Present
Manning and Napier, NYSE: MN November 2012 - Present
God's Love We Deliver 2010 - Present
Vonage July 2012 - February 2015
AXA Equitable 2005 - 2011
JPMorgan Chase 2001 - 2005
Instinet.com 1998 - 2001
Scudder Kemper Investments 1996 - 1998
Van Eck Global 1994 - 1996
Bankers Trust 1992 - 1994
Skills
Leadership, Management, Business Strategy, Business Development, New Business..., Digital Media, Marketing, Innovation, Digital Marketing, Marketing Strategy, Marketing Communications, Strategy, Integrated Marketing, New Business Development, Advertising, Strategic Planning, Digital Innovation, Corporate Communications, Mergers & Acquisitions, Brand Management, Investments, Public Relations, Segmentation, marketing concepts, Identifying New...
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Marketing
Brown University 1977 — 1981
BA, English
Aaron Katz Aaron Katz's Bankers Trust Experience 1992 - 1996
Job Data, Research, and Technology | Leveraging data to drive business results
Industry Market Research
Experience
Hasbro March 2015 - Present
Vistaprint December 2012 - March 2015
Schireson Associates February 2012 - November 2012
Millward Brown Digital July 2010 - February 2012
Millward Brown Digital January 2009 - July 2010
Millward Brown Digital February 2008 - January 2009
Fidelity Investments June 2006 - February 2008
Forrester Research June 2004 - June 2006
Intek Information Inc. 1998 - 1999
Bankers Trust 1992 - 1996
Skills
Questionnaire Design, Strategy, Market Research, Analysis, Data Analysis, Marketing Research, Analytics, Segmentation, Qualitative Research, Competitive Intelligence, Report Writing, Business Development, Business Intelligence, SPSS, Product Marketing, Quantitative Research, Customer Insight, Competitive Analysis, Business Strategy, Financial Services, SAS, Web Analytics, Databases, Online Advertising, Product Management, Research Design
Education
Brown University 1999 — 2004
M.A.
University of California, Santa Barbara 1989 — 1993
BA/MA
Hasbro March 2015 - Present
Vistaprint December 2012 - March 2015
Schireson Associates February 2012 - November 2012
Millward Brown Digital July 2010 - February 2012
Millward Brown Digital January 2009 - July 2010
Millward Brown Digital February 2008 - January 2009
Fidelity Investments June 2006 - February 2008
Forrester Research June 2004 - June 2006
Intek Information Inc. 1998 - 1999
Bankers Trust 1992 - 1996
Skills
Questionnaire Design, Strategy, Market Research, Analysis, Data Analysis, Marketing Research, Analytics, Segmentation, Qualitative Research, Competitive Intelligence, Report Writing, Business Development, Business Intelligence, SPSS, Product Marketing, Quantitative Research, Customer Insight, Competitive Analysis, Business Strategy, Financial Services, SAS, Web Analytics, Databases, Online Advertising, Product Management, Research Design
Education
Brown University 1999 — 2004
M.A.
University of California, Santa Barbara 1989 — 1993
BA/MA
Raj Saxena Raj Saxena's Bankers Trust Experience August 1993 - December 1994
Job
Industry Management Consulting
Experience
Amazon August 2015 - Present
Cymetica January 2015 - Present
Cisco Systems January 2006 - October 2014
JPMorgan Chase April 2005 - December 2005
Bank Of America November 2001 - January 2005
PriceWaterhouseCoopers January 1995 - November 2001
Bankers Trust August 1993 - December 1994
Skills
Management Consulting, Six Sigma Deployment, Supply Chain..., Business Transformation, Cross-functional Team..., Team Leadership, Strategic Leadership, Strategic Planning, Partner Management, Six Sigma, Operational Excellence, Process Improvement, Change Management, Strategy, Business Process, Program Management, Business Strategy, Enterprise Software, Leadership, Supply Chain, Business Process..., Project Portfolio..., Leadership Development, Acquisition Integration, Business Process..., Business Process Design, Outsourcing, Customer Experience, Product Lifecycle..., Process Management, Supply Chain Management, Business Analysis, Management, Vendor Management, Consulting, Operations Management, Project Management, Integration, Business Intelligence, Analysis, Finance
Education
Binghamton University 1989 — 1993
BS
Amazon August 2015 - Present
Cymetica January 2015 - Present
Cisco Systems January 2006 - October 2014
JPMorgan Chase April 2005 - December 2005
Bank Of America November 2001 - January 2005
PriceWaterhouseCoopers January 1995 - November 2001
Bankers Trust August 1993 - December 1994
Skills
Management Consulting, Six Sigma Deployment, Supply Chain..., Business Transformation, Cross-functional Team..., Team Leadership, Strategic Leadership, Strategic Planning, Partner Management, Six Sigma, Operational Excellence, Process Improvement, Change Management, Strategy, Business Process, Program Management, Business Strategy, Enterprise Software, Leadership, Supply Chain, Business Process..., Project Portfolio..., Leadership Development, Acquisition Integration, Business Process..., Business Process Design, Outsourcing, Customer Experience, Product Lifecycle..., Process Management, Supply Chain Management, Business Analysis, Management, Vendor Management, Consulting, Operations Management, Project Management, Integration, Business Intelligence, Analysis, Finance
Education
Binghamton University 1989 — 1993
BS
Marc Appel's Bankers Trust Experience February 1994 - March 1999
Job EM Credit Derivatives Trader at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank December 2013 - Present
Cantor Fitzgerald March 2012 - October 2013
HSBC July 2005 - November 2011
ABN AMRO Bank N.V. September 2004 - June 2005
WestLB July 2001 - August 2004
Bankers Trust February 1994 - March 1999
Skills
Fixed Income, Emerging Markets, Derivatives, Structured Products, Fixed Income Trading, Swaps, CDS, Credit, Credit Derivatives, Financial Structuring, Capital Markets, Hedge Funds, Interest Rate..., Bonds, Credit Trading, FX Options, Investment Banking, Trading
Education
Brandeis University 1987 — 1991
BA, Computer Science
Deutsche Bank December 2013 - Present
Cantor Fitzgerald March 2012 - October 2013
HSBC July 2005 - November 2011
ABN AMRO Bank N.V. September 2004 - June 2005
WestLB July 2001 - August 2004
Bankers Trust February 1994 - March 1999
Skills
Fixed Income, Emerging Markets, Derivatives, Structured Products, Fixed Income Trading, Swaps, CDS, Credit, Credit Derivatives, Financial Structuring, Capital Markets, Hedge Funds, Interest Rate..., Bonds, Credit Trading, FX Options, Investment Banking, Trading
Education
Brandeis University 1987 — 1991
BA, Computer Science
Bonnie Marie Hines Bonnie Marie Hines's Bankers Trust Experience January 1983 - June 2000
Job Goverment Par
Industry Hospital & Health Care
Experience
MedAssets June 2012 - Present
ARMC February 2012 - June 2012
I - HOP June 2003 - March 2012
Specialized Therapy Associates March 2011 - June 2011
Straight and Narrow, Inc. July 2002 - February 2006
Bankers Trust January 1983 - June 2000
Skills
Accounts Receivable, Medical Records, Customer Service, Time Management, Insurance, Microsoft Office, Healthcare, Microsoft Word, Medical Coding, Health Insurance, Telephone Skills, Microsoft Excel, Customer Relations, Excel, Word, Data Entry, Administration, Medical Billing
Education
Berkeley College 2014 — 2017
Associate's Degree, Health/Health Care Administration/Management, Currently attending now
Currently attending Berkely College 2014 — 2017
Bachelor's Degree, Health/Health Care Administration/Management, sophomore
Dover Business College 2010 — 2011
Medical Insurance and Coding Administration, Medical Billing and Coding
Dover Business College 2010 — 2011
Medical Insurance and Coding Administration, Medical Billing and Coding
MedAssets June 2012 - Present
ARMC February 2012 - June 2012
I - HOP June 2003 - March 2012
Specialized Therapy Associates March 2011 - June 2011
Straight and Narrow, Inc. July 2002 - February 2006
Bankers Trust January 1983 - June 2000
Skills
Accounts Receivable, Medical Records, Customer Service, Time Management, Insurance, Microsoft Office, Healthcare, Microsoft Word, Medical Coding, Health Insurance, Telephone Skills, Microsoft Excel, Customer Relations, Excel, Word, Data Entry, Administration, Medical Billing
Education
Berkeley College 2014 — 2017
Associate's Degree, Health/Health Care Administration/Management, Currently attending now
Currently attending Berkely College 2014 — 2017
Bachelor's Degree, Health/Health Care Administration/Management, sophomore
Dover Business College 2010 — 2011
Medical Insurance and Coding Administration, Medical Billing and Coding
Dover Business College 2010 — 2011
Medical Insurance and Coding Administration, Medical Billing and Coding
Patrice Ingrassia's Bankers Trust Experience 1986 - 1987
Job Director, Global Markets
Industry Marketing and Advertising
Experience
EY (formerly known as Ernst & Young) 1987 - Present
Bankers Trust 1986 - 1987
Ernst&Young 1982 - 1986
Gulf & Western Industries 1980 - 1982
Westlake High School (Mt. Pleasant Board of Education) 1976 - 1980
Skills
Marketing Communications, Media Relations, Strategy, Strategic Communications, Corporate Communications, Strategic Planning, Marketing, Public Relations, Advertising, Internal Communications, Social Networking, Business Development, Leadership, Nonprofits, Management, Program Management, Social Media, Event Planning, Marketing Strategy, Thought Leadership
Education
Fordham University 1978 — 1980
M.A., Public Communications
Bucknell University 1972 — 1976
B.A., English
EY (formerly known as Ernst & Young) 1987 - Present
Bankers Trust 1986 - 1987
Ernst&Young 1982 - 1986
Gulf & Western Industries 1980 - 1982
Westlake High School (Mt. Pleasant Board of Education) 1976 - 1980
Skills
Marketing Communications, Media Relations, Strategy, Strategic Communications, Corporate Communications, Strategic Planning, Marketing, Public Relations, Advertising, Internal Communications, Social Networking, Business Development, Leadership, Nonprofits, Management, Program Management, Social Media, Event Planning, Marketing Strategy, Thought Leadership
Education
Fordham University 1978 — 1980
M.A., Public Communications
Bucknell University 1972 — 1976
B.A., English
Vincent O'Rourke Vincent O'Rourke's Bankers Trust Experience April 1994 - June 1999
Job
Industry Information Technology and Services
Experience
Deutsche Bank April 1994 - Present
Bankers Trust April 1994 - June 1999
Loral Electro-Optical Systems January 1992 - April 1994
Education
California State Polytechnic University-Pomona 1989 — 1993
Bachelor of Science
Deutsche Bank April 1994 - Present
Bankers Trust April 1994 - June 1999
Loral Electro-Optical Systems January 1992 - April 1994
Education
California State Polytechnic University-Pomona 1989 — 1993
Bachelor of Science
Chris Rimpel Chris Rimpel's Bankers Trust Experience July 1993 - June 1996
Job Assistant Dean for Graduate Programs, Carroll School of Management
Industry Financial Services
Experience
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Boston College February 2014 - Present
District Management Council November 2011 - January 2014
Morgan Stanley Smith Barney June 2011 - November 2011
FTI Consulting (Formerly PricewaterhouseCoopers) January 2002 - April 2010
LinkShare Corporation January 2000 - January 2002
Raymond James September 1998 - January 2000
Bankers Trust July 1993 - June 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Mergers, Finance, Strategy, Risk Management, Competitive Analysis, Start-ups, Private Equity, CRM, Business Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Management & Strategy, and Organizational Behaviour
Bucknell University 1989 — 1993
BA, Economics and History
CAMBRIDGE UNIVERSITY (Institute
Economics and Political Science
Buckingham Browne & Nichols 1985 — 1989
High School
Fenn School
Chip Lontai Chip Lontai's Bankers Trust Experience 1994 - 1996
Job VP, AD, StreetAccount Process Improvement and Methodology
Industry Information Services
Experience
FactSet StreetAccount June 2013 - Present
FactSet StreetAccount July 2012 - June 2013
StreetAccount LLC May 2008 - July 2012
StreetAccount LLC April 2006 - May 2008
MBNA January 2004 - April 2006
Bear Stearns July 2000 - February 2003
Comtex Information Systems 1996 - 1998
Bankers Trust 1994 - 1996
Skills
Management, Strategy, Timely Decision Making, Business Strategy, International..., Corporate Development, Managing Workflow, Project Management, Competitive Analysis, Human Resources, Content Strategy, Hiring Employees, Equity Valuation, Financial Modeling, Professional..., Leadership, Program Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
BA, Economics, Psychology
FactSet StreetAccount June 2013 - Present
FactSet StreetAccount July 2012 - June 2013
StreetAccount LLC May 2008 - July 2012
StreetAccount LLC April 2006 - May 2008
MBNA January 2004 - April 2006
Bear Stearns July 2000 - February 2003
Comtex Information Systems 1996 - 1998
Bankers Trust 1994 - 1996
Skills
Management, Strategy, Timely Decision Making, Business Strategy, International..., Corporate Development, Managing Workflow, Project Management, Competitive Analysis, Human Resources, Content Strategy, Hiring Employees, Equity Valuation, Financial Modeling, Professional..., Leadership, Program Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
BA, Economics, Psychology
John Weidner John Weidner's Bankers Trust Experience 1981 - 1985
Job My focus is everything talent...acquiring, retaining, developing the people a company needs to win.
Industry Management Consulting
Experience
Cornell Global LLC 2001 - Present
Heroes In Transition July 2012 - Present
Pierway Associates LLC December 2009 - Present
GE Capital 1997 - 1999
Pierway Associates 1990 - 1997
Chemical Bank 1988 - 1990
E.F. Hutton 1985 - 1988
Bankers Trust 1981 - 1985
Skills
Executive Coaching, Management Consulting, Leadership Development, Start-ups, Entrepreneurship, Business Strategy, Program Management, Strategy, New Business Development, Recruiting, Leadership, Coaching, Negotiation, Organizational..., Business Planning, Strategic Planning, Succession Planning, Talent Management
Education
Boston University
MS, Counseling
Westminster College (MO)
BA, Political Science
Cornell Global LLC 2001 - Present
Heroes In Transition July 2012 - Present
Pierway Associates LLC December 2009 - Present
GE Capital 1997 - 1999
Pierway Associates 1990 - 1997
Chemical Bank 1988 - 1990
E.F. Hutton 1985 - 1988
Bankers Trust 1981 - 1985
Skills
Executive Coaching, Management Consulting, Leadership Development, Start-ups, Entrepreneurship, Business Strategy, Program Management, Strategy, New Business Development, Recruiting, Leadership, Coaching, Negotiation, Organizational..., Business Planning, Strategic Planning, Succession Planning, Talent Management
Education
Boston University
MS, Counseling
Westminster College (MO)
BA, Political Science
Jens Teagan Jens Teagan's Bankers Trust Experience 1998 - 1998
Job Finance | Strategy | Corporate Development | Partnerships | M&A | Cloud | Network
Industry Information Technology and Services
Experience
Acxiom IT Outsourcing August 2015 - Present
CenturyLink January 2013 - October 2014
Savvis July 2003 - December 2012
Global Telesystems 1998 - 2001
Bankers Trust 1998 - 1998
UBS 1997 - 1998
BMP International 1994 - 1998
Arthur D. Little 1988 - 1992
Skills
Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Corporate Development, Integration, Corporate Finance, Finance, Business Strategy, Executive Management, Program Management, SaaS, Restructuring, Enterprise Software, Networking, Cloud Computing, Private Equity, Negotiation, Mergers, Professional Services, Telecommunications, Management, Valuation, Data Center, Investments, Start-ups, Equities, Emerging Markets, Strategy, Business Development, IPO, Business Alliances, Go-to-market Strategy, Strategic Partnerships
Education
London Business School 1992 — 1994
MBA
Brown University 1984 — 1988
BA, Economics and International Relations
Universidad de Córdoba
Study abroad, full immersion
Acxiom IT Outsourcing August 2015 - Present
CenturyLink January 2013 - October 2014
Savvis July 2003 - December 2012
Global Telesystems 1998 - 2001
Bankers Trust 1998 - 1998
UBS 1997 - 1998
BMP International 1994 - 1998
Arthur D. Little 1988 - 1992
Skills
Strategic Planning, Due Diligence, Mergers & Acquisitions, Forecasting, Corporate Development, Integration, Corporate Finance, Finance, Business Strategy, Executive Management, Program Management, SaaS, Restructuring, Enterprise Software, Networking, Cloud Computing, Private Equity, Negotiation, Mergers, Professional Services, Telecommunications, Management, Valuation, Data Center, Investments, Start-ups, Equities, Emerging Markets, Strategy, Business Development, IPO, Business Alliances, Go-to-market Strategy, Strategic Partnerships
Education
London Business School 1992 — 1994
MBA
Brown University 1984 — 1988
BA, Economics and International Relations
Universidad de Córdoba
Study abroad, full immersion
Tom Miller Tom Miller's Bankers Trust Experience July 1994 - February 1997
Job Seasoned Financial Services and Technology Executive
Industry Financial Services
Experience
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Sterne Agee October 2014 - June 2015
Thomson Reuters March 2013 - July 2014
Cortview Capital Holdings Inc / Pierpont Securities March 2012 - March 2013
South Street Securities LLC March 2010 - March 2012
Matrix Applications LLC November 2009 - March 2012
Franklin Templeton September 2007 - October 2009
Bloomberg June 1997 - September 2007
Bankers Trust July 1994 - February 1997
Citicorp June 1986 - July 1994
Skills
Portfolio Management, Financial Modeling, Hedging, Fixed Income Analysis, Team Management, Photography, Fixed Income, Bloomberg, Equities, Electronic Trading, Financial Markets, Market Data, Trading Systems, Hedge Funds, Derivatives, Trading, Financial Risk, Securities, Commodity, Structured Finance, Equity Derivatives, Funding, Finance, Asset Allocation, Capital Markets, Money Market, Options, Foreign Exchange, New Business Development, Entrepreneurship, Cycling, Product Management
Education
Carnegie Mellon University 1982 — 1986
B.S, Industrial Management
Cinquemani M Cinquemani M's Bankers Trust Experience June 1997 - May 2000
Job Vice President Audit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2011 - Present
Citi May 2005 - February 2011
Brown Brothers Harriman May 2000 - May 2005
Bankers Trust June 1997 - May 2000
American Express 1993 - 1997
Skills
CPA, Certified Anti-Money..., Enterprise Risk..., Banking, Fraud, Wealth Management, Auditing, Private Banking, Risk Management, Anti Money Laundering, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University 1987 — 1991
Bachelor of Science (B.S.), Accounting
BNY Mellon February 2011 - Present
Citi May 2005 - February 2011
Brown Brothers Harriman May 2000 - May 2005
Bankers Trust June 1997 - May 2000
American Express 1993 - 1997
Skills
CPA, Certified Anti-Money..., Enterprise Risk..., Banking, Fraud, Wealth Management, Auditing, Private Banking, Risk Management, Anti Money Laundering, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Jeremy Gagnon Jeremy Gagnon's Bankers Trust Experience May 1993 - May 1995
Job Senior Vice President at RIMES Technologies
Industry Financial Services
Experience
RIMES Technologies Corporation May 2012 - Present
Private Investments February 2009 - April 2012
Fidelity Worldwide Investment February 2007 - February 2009
UBS Global Asset Management 2004 - 2007
UBS Global Asset Management 1999 - 2004
Enron Capital & Trade Resources 1996 - 1999
Financial Technologies International May 1995 - October 1996
Bankers Trust May 1993 - May 1995
Education
Bryant University 1989 — 1993
Bachelor of Science (BS)
RIMES Technologies Corporation May 2012 - Present
Private Investments February 2009 - April 2012
Fidelity Worldwide Investment February 2007 - February 2009
UBS Global Asset Management 2004 - 2007
UBS Global Asset Management 1999 - 2004
Enron Capital & Trade Resources 1996 - 1999
Financial Technologies International May 1995 - October 1996
Bankers Trust May 1993 - May 1995
Education
Bryant University 1989 — 1993
Bachelor of Science (BS)
Olivia Davis Olivia Davis's Bankers Trust Experience January 1983 - January 1987
Job QA Analyst Lead at The TriZetto Group
Industry Information Technology and Services
Experience
The TriZetto Group January 2007 - Present
TriZetto Corporation January 2000 - January 2007
Cognizant Technology Solutions January 1996 - January 2000
IMS Health January 1994 - January 1996
Erisco, Inc. January 1993 - January 1994
Ersico Inc. January 1990 - January 1993
Erisco, Inc. January 1988 - January 1990
MetLife January 1987 - January 1988
Bankers Trust January 1983 - January 1987
Skills
Agile Methodologies, Quality Assurance, Integration, Software Documentation, Regression Testing, SDLC, User Acceptance Testing, Testing, SharePoint, HIPAA, Databases, Visio, Requirements Analysis, SQL, Software Project..., Software Development, Analysis, Business Analysis, Requirements Gathering, Scrum, Test Cases, Test Planning, XML, Vendor Management, Quality Center, Software Quality..., Business Requirements, SaaS, Test Automation, System Testing, COBOL, Agile Project Management, Release Management, QTP, Defect Tracking, Systems Analysis, Test Management, Microsoft SQL Server, Agile Testing, Waterfall, Manual Testing, Mainframe, Test Strategy, Test Execution, Functional Testing, SoapUI, TFS, VBScript, Test Automation..., HP QTP
Education
Howard University
Borough of Manhattan Community College
City University of New York City College
Washington Irving H.S
The TriZetto Group January 2007 - Present
TriZetto Corporation January 2000 - January 2007
Cognizant Technology Solutions January 1996 - January 2000
IMS Health January 1994 - January 1996
Erisco, Inc. January 1993 - January 1994
Ersico Inc. January 1990 - January 1993
Erisco, Inc. January 1988 - January 1990
MetLife January 1987 - January 1988
Bankers Trust January 1983 - January 1987
Skills
Agile Methodologies, Quality Assurance, Integration, Software Documentation, Regression Testing, SDLC, User Acceptance Testing, Testing, SharePoint, HIPAA, Databases, Visio, Requirements Analysis, SQL, Software Project..., Software Development, Analysis, Business Analysis, Requirements Gathering, Scrum, Test Cases, Test Planning, XML, Vendor Management, Quality Center, Software Quality..., Business Requirements, SaaS, Test Automation, System Testing, COBOL, Agile Project Management, Release Management, QTP, Defect Tracking, Systems Analysis, Test Management, Microsoft SQL Server, Agile Testing, Waterfall, Manual Testing, Mainframe, Test Strategy, Test Execution, Functional Testing, SoapUI, TFS, VBScript, Test Automation..., HP QTP
Education
Howard University
Borough of Manhattan Community College
City University of New York City College
Washington Irving H.S
Sheri Koval Sheri Koval's Bankers Trust Experience May 1996 - March 1999
Job Director, Global Structured Credit Sales at Natixis
Industry Investment Banking
Experience
Natixis May 2011 - Present
Natixis February 2002 - August 2012
GenRe Financial Products March 1999 - February 2002
Bankers Trust May 1996 - March 1999
Skills
Middle Office, Corporates, Structured Products, Equity Derivatives, Securitization, Capital Markets, Bloomberg, Credit, CLO, ABS, Credit Derivatives, Derivatives, Market Risk, Investment Banking
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS)
Natixis May 2011 - Present
Natixis February 2002 - August 2012
GenRe Financial Products March 1999 - February 2002
Bankers Trust May 1996 - March 1999
Skills
Middle Office, Corporates, Structured Products, Equity Derivatives, Securitization, Capital Markets, Bloomberg, Credit, CLO, ABS, Credit Derivatives, Derivatives, Market Risk, Investment Banking
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS)
Michael Baresich Michael Baresich's Bankers Trust Experience 1984 - 1999
Job Chief Information Officer at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. January 2012 - Present
CIT Group May 2005 - February 2012
Citigroup Asset Management March 2004 - May 2005
CoKinetic Systems Corp August 2001 - March 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust 1984 - 1999
Education
Binghamton University
BA
University of Florida
MA
University of Pennsylvania - The Wharton School
MBA
Ally Financial Inc. January 2012 - Present
CIT Group May 2005 - February 2012
Citigroup Asset Management March 2004 - May 2005
CoKinetic Systems Corp August 2001 - March 2004
Deutsche Asset Management 1999 - 2001
Bankers Trust 1984 - 1999
Education
Binghamton University
BA
University of Florida
MA
University of Pennsylvania - The Wharton School
MBA
Davis B. Clayson, Jr, CFA Davis B. Clayson, Jr, CFA's Bankers Trust Experience 1986 - 1990
Job Managing Director, Investor Relations at Brookside Capital (Bain Capital)
Industry Investment Management
Experience
Bain Capital 2007 - Present
Robeco Investment Management January 1998 - November 2007
Scudder 1993 - 1997
Bankers Trust 1986 - 1990
Skills
Financial Modeling, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Venture Capital, Equities, Private Equity, Investor Relations, Asset Management, Fixed Income, Valuation, Emerging Markets
Education
Brown University 1982 — 1986
Northfield Mount Hermon 1981 — 1982
Noble and Greenough 1975 — 1981
Bain Capital 2007 - Present
Robeco Investment Management January 1998 - November 2007
Scudder 1993 - 1997
Bankers Trust 1986 - 1990
Skills
Financial Modeling, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Venture Capital, Equities, Private Equity, Investor Relations, Asset Management, Fixed Income, Valuation, Emerging Markets
Education
Brown University 1982 — 1986
Northfield Mount Hermon 1981 — 1982
Noble and Greenough 1975 — 1981
Adrienne Rosenfeld Adrienne Rosenfeld's Bankers Trust Experience February 1985 - February 1991
Job HR Consultant
Industry Human Resources
Experience
Global Association of Risk Professionals (GARP) February 2015 - Present
DBRS October 2011 - September 2014
SpectraWatt Inc. July 2009 - March 2011
Bond Street Group February 2008 - November 2008
Moodys Investors Services February 2002 - February 2008
Deutsche Bank January 2000 - January 2002
Bankers Trust February 1985 - February 1991
Skills
Organizational..., Recruiting, Project Management, Business Development, Executive Development, Talent Acquisition, Talent Management, Performance Management, Employee Relations, Human Resources, Deferred Compensation, Executive Search, Culture Change, Succession Planning, Executive Coaching, Onboarding, Leadership Development, Organizational..., HR Consulting, Employee Benefits, HR Policies, Strategic Planning, Employer Branding, Sourcing, Compensation Strategies, Total Rewards Strategies, Strategy, Management, Organizational Design, Training, Coaching, Mergers & Acquisitions, Interviews, Personnel Management, Start-ups, Change Management, Program Management, CRM, Leadership, Employee Engagement, Policy, Analysis
Education
Cornell University 2000 — 2002
MA, Management Development
Carnegie Mellon University 1978 — 1982
BA, Political Science and Professional Writing
Global Association of Risk Professionals (GARP) February 2015 - Present
DBRS October 2011 - September 2014
SpectraWatt Inc. July 2009 - March 2011
Bond Street Group February 2008 - November 2008
Moodys Investors Services February 2002 - February 2008
Deutsche Bank January 2000 - January 2002
Bankers Trust February 1985 - February 1991
Skills
Organizational..., Recruiting, Project Management, Business Development, Executive Development, Talent Acquisition, Talent Management, Performance Management, Employee Relations, Human Resources, Deferred Compensation, Executive Search, Culture Change, Succession Planning, Executive Coaching, Onboarding, Leadership Development, Organizational..., HR Consulting, Employee Benefits, HR Policies, Strategic Planning, Employer Branding, Sourcing, Compensation Strategies, Total Rewards Strategies, Strategy, Management, Organizational Design, Training, Coaching, Mergers & Acquisitions, Interviews, Personnel Management, Start-ups, Change Management, Program Management, CRM, Leadership, Employee Engagement, Policy, Analysis
Education
Cornell University 2000 — 2002
MA, Management Development
Carnegie Mellon University 1978 — 1982
BA, Political Science and Professional Writing
Sharon Taubenfeld, PMP Sharon Taubenfeld, PMP's Bankers Trust Experience September 1992 - October 1995
Job Principal Consultant at Intuitive IT, LLC
Industry Information Technology and Services
Experience
Intuitive.IT February 2014 - Present
Harris Corporation September 2009 - February 2014
Fleuridian Web, LLC October 2008 - September 2009
Wyndham Vacation Ownership August 2006 - March 2008
Northrop Grumman Corporation August 2003 - July 2006
Hyperion Solutions October 1995 - March 2002
Bankers Trust September 1992 - October 1995
Digital Equipment Corporation May 1987 - September 1992
Education
Bentley University 1988 — 1992
MBA, Economics
Worcester Polytechnic Institute 1983 — 1987
BS, Computer Science
Intuitive.IT February 2014 - Present
Harris Corporation September 2009 - February 2014
Fleuridian Web, LLC October 2008 - September 2009
Wyndham Vacation Ownership August 2006 - March 2008
Northrop Grumman Corporation August 2003 - July 2006
Hyperion Solutions October 1995 - March 2002
Bankers Trust September 1992 - October 1995
Digital Equipment Corporation May 1987 - September 1992
Education
Bentley University 1988 — 1992
MBA, Economics
Worcester Polytechnic Institute 1983 — 1987
BS, Computer Science
Bill Sherman's Bankers Trust Experience June 1997 - June 1999
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Dana Turell Dana Turell's Bankers Trust Experience 1995 - 1998
Job Highly accomplished executive offering a unique blend of leadership, management and creative ability
Industry Marketing and Advertising
Experience
Turell Group March 2013 - Present
CAWOOD 2004 - March 2013
FOOD for Lane County 2001 - 2004
Customer First Real Estate 2000 - 2001
Paramount Pictures 1998 - 2000
Bankers Trust 1995 - 1998
County of Orange 1993 - 1995
Skills
Executive Managment, Leadership, Business Development..., Sales, Public Speaking, Public Relations, Website Development, Branding & Identity, Staff Development, Leadership Development, Crisis Communications, Fundraising, Business Development, Social Media, Strategy, Recruiting, Marketing Strategy, Email Marketing, Advertising, Marketing, Social Networking, Community Outreach, Program Management, Management, Brand Management, Digital Strategy, Marketing Communications, Nonprofits, New Business Development, Social Media Marketing, Video Production, Blogging, Management Consulting, Program Development, Internal Communications, Strategic Communications, Graphic Design, Online Advertising
Education
Northwest Christian University 2012 — 2013
Business Administration and Management, General
Sheffield Hallam University 1994 — 1995
English, Theatre
Biola University 1991 — 1995
Psychology, Communications, Sociology, Biblical Studies, Theatre Arts, graduated cum laude
Turell Group March 2013 - Present
CAWOOD 2004 - March 2013
FOOD for Lane County 2001 - 2004
Customer First Real Estate 2000 - 2001
Paramount Pictures 1998 - 2000
Bankers Trust 1995 - 1998
County of Orange 1993 - 1995
Skills
Executive Managment, Leadership, Business Development..., Sales, Public Speaking, Public Relations, Website Development, Branding & Identity, Staff Development, Leadership Development, Crisis Communications, Fundraising, Business Development, Social Media, Strategy, Recruiting, Marketing Strategy, Email Marketing, Advertising, Marketing, Social Networking, Community Outreach, Program Management, Management, Brand Management, Digital Strategy, Marketing Communications, Nonprofits, New Business Development, Social Media Marketing, Video Production, Blogging, Management Consulting, Program Development, Internal Communications, Strategic Communications, Graphic Design, Online Advertising
Education
Northwest Christian University 2012 — 2013
Business Administration and Management, General
Sheffield Hallam University 1994 — 1995
English, Theatre
Biola University 1991 — 1995
Psychology, Communications, Sociology, Biblical Studies, Theatre Arts, graduated cum laude
Kimberly Kubali's Bankers Trust Experience 1996 - 1998
Job Web Developer at United Nations
Industry Computer Software
Experience
United Nations June 2014 - Present
RedTrail 1999 - Present
Salomon Smith Barney 1998 - 1999
Bankers Trust 1996 - 1998
Bank of Boston BancBoston Fleet 1992 - 1996
Skills
Strategic Planning, Business Planning, Strategy, Management, Photoshop, CSS, Analysis, New Business Development, HTML, Project Management, Marketing
Education
Boston University 1991 — 1992
MA, Economics
Syracuse University 1990 — 1991
MA, International Relations
University of Nevada Las Vegas Lee Business School 1986 — 1990
BSBA, Economics
United Nations June 2014 - Present
RedTrail 1999 - Present
Salomon Smith Barney 1998 - 1999
Bankers Trust 1996 - 1998
Bank of Boston BancBoston Fleet 1992 - 1996
Skills
Strategic Planning, Business Planning, Strategy, Management, Photoshop, CSS, Analysis, New Business Development, HTML, Project Management, Marketing
Education
Boston University 1991 — 1992
MA, Economics
Syracuse University 1990 — 1991
MA, International Relations
University of Nevada Las Vegas Lee Business School 1986 — 1990
BSBA, Economics
Colleen Branch, MBA Colleen Branch, MBA's Bankers Trust Experience 1992 - 1995
Job Call Center Operations Leader | Contact Centers
Industry Health, Wellness and Fitness
Experience
Walgreens September 2005 - January 2014
Comcast Cable March 2004 - August 2005
Aetna September 1999 - March 2003
Bankers Trust/Deutsche Bank 1990 - 1999
BankersTrust/Deutsche Bank 1995 - 1998
Bankers Trust 1992 - 1995
Bankers Trust 1990 - 1992
Skills
Change Management, Outsourcing, Organizational..., Call Center, Social Media Customer..., Customer Experience, Operational Integration, Customer Service, Strategic Planning, Leadership, CRM, Business Development, Team Building, Customer Satisfaction, Strategy, Social Media, Management, Coaching, Process Improvement, Program Management, Call Centers, Employee Engagement, Management Consulting, Analysis, Budgets, Sales, P&L Management
Education
Boston University
Bachelor of Arts (B.A.)
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Shaker Heights High School, Ohio
Walgreens September 2005 - January 2014
Comcast Cable March 2004 - August 2005
Aetna September 1999 - March 2003
Bankers Trust/Deutsche Bank 1990 - 1999
BankersTrust/Deutsche Bank 1995 - 1998
Bankers Trust 1992 - 1995
Bankers Trust 1990 - 1992
Skills
Change Management, Outsourcing, Organizational..., Call Center, Social Media Customer..., Customer Experience, Operational Integration, Customer Service, Strategic Planning, Leadership, CRM, Business Development, Team Building, Customer Satisfaction, Strategy, Social Media, Management, Coaching, Process Improvement, Program Management, Call Centers, Employee Engagement, Management Consulting, Analysis, Budgets, Sales, P&L Management
Education
Boston University
Bachelor of Arts (B.A.)
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Shaker Heights High School, Ohio
Michael Tull Michael Tull's Bankers Trust Experience February 1986 - February 1987
Job Consultant, Educator, Author
Industry Management Consulting
Experience
MTull Associates, LLC February 1988 - Present
New York University November 2009 - Present
LearnTech Associates 2002 - 2008
Bankers Trust February 1986 - February 1987
Thomas Cook Travel January 1980 - May 1981
Skills
Employee Engagement, Team Building, Executive Development, Change Management, Coaching, Management Development, Performance Management, Leadership, Organizational..., Personnel Management, Executive Coaching, Performance Improvement, Organizational..., Succession Planning, Workshop Facilitation, Management Consulting, Strategy, Leadership Development, Management, Talent Management, Career Development, Program Management, 360 Feedback, Emotional Intelligence, Culture Change, Organizational Design, Career Management, Instructional Design, Employee Training, MBTI, Conflict Resolution
Education
Columbia University-Teachers College 1974 — 1976
Master of Education, Counseling & Organization Development
Bryant College
Bachelor of Science, Business Administration
MTull Associates, LLC February 1988 - Present
New York University November 2009 - Present
LearnTech Associates 2002 - 2008
Bankers Trust February 1986 - February 1987
Thomas Cook Travel January 1980 - May 1981
Skills
Employee Engagement, Team Building, Executive Development, Change Management, Coaching, Management Development, Performance Management, Leadership, Organizational..., Personnel Management, Executive Coaching, Performance Improvement, Organizational..., Succession Planning, Workshop Facilitation, Management Consulting, Strategy, Leadership Development, Management, Talent Management, Career Development, Program Management, 360 Feedback, Emotional Intelligence, Culture Change, Organizational Design, Career Management, Instructional Design, Employee Training, MBTI, Conflict Resolution
Education
Columbia University-Teachers College 1974 — 1976
Master of Education, Counseling & Organization Development
Bryant College
Bachelor of Science, Business Administration
Steven Hutchins, CPA's Bankers Trust Experience January 1995 - November 1997
Job Vice President Tax at US Bank
Industry Financial Services
Experience
US Bank June 2011 - Present
Cortland Capital Market Services LLC October 2009 - June 2011
LaSalle Global Trust Services October 2007 - October 2009
LaSalle Bank November 1997 - October 2007
Bankers Trust January 1995 - November 1997
Long Beach Mortgage April 1994 - January 1995
Saddington * Cacciamatta March 1992 - April 1994
Security Pacific Bank June 1991 - March 1992
KPMG Peat Marwick June 1988 - June 1991
Education
University of Utah - David Eccles School of Business
MBA, Taxation
Brigham Young University
BS, Accounting
US Bank June 2011 - Present
Cortland Capital Market Services LLC October 2009 - June 2011
LaSalle Global Trust Services October 2007 - October 2009
LaSalle Bank November 1997 - October 2007
Bankers Trust January 1995 - November 1997
Long Beach Mortgage April 1994 - January 1995
Saddington * Cacciamatta March 1992 - April 1994
Security Pacific Bank June 1991 - March 1992
KPMG Peat Marwick June 1988 - June 1991
Education
University of Utah - David Eccles School of Business
MBA, Taxation
Brigham Young University
BS, Accounting
Ed DeMaio, PMP Ed DeMaio, PMP's Bankers Trust Experience November 1996 - September 1997
Job Project Manager/ Program Analyst at Wyle
Industry Financial Services
Experience
Wyle October 2013 - Present
Modus Operandi 2012 - 2012
Fidelity Investments July 2011 - October 2011
Barclays Capital May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services November 1997 - August 2008
Bankers Trust November 1996 - September 1997
Bank of New York Mellon August 1990 - November 1996
Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...
Education
Brookdale Community College 2009 — 2009
PMP, Project Management
State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science
Wyle October 2013 - Present
Modus Operandi 2012 - 2012
Fidelity Investments July 2011 - October 2011
Barclays Capital May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services November 1997 - August 2008
Bankers Trust November 1996 - September 1997
Bank of New York Mellon August 1990 - November 1996
Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...
Education
Brookdale Community College 2009 — 2009
PMP, Project Management
State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science
Glenn David Glenn David's Bankers Trust Experience 1997 - 1999
Job Senior Vice President of Finance Operations
Industry Pharmaceuticals
Experience
Zoetis February 2013 - Present
Zoetis April 2014 - September 2014
Pfizer March 1999 - January 2013
Bankers Trust 1997 - 1999
Paine Webber 1995 - 1997
Credit Suisse 1993 - 1995
Publishers clearing house 1993 - 1993
Skills
Pharmaceutical Industry, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Product Launch, Management, Process Improvement, Finance, Change Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
Master of Business Administration (MBA), Finance/IT
State University of New York at Binghamton
Zoetis February 2013 - Present
Zoetis April 2014 - September 2014
Pfizer March 1999 - January 2013
Bankers Trust 1997 - 1999
Paine Webber 1995 - 1997
Credit Suisse 1993 - 1995
Publishers clearing house 1993 - 1993
Skills
Pharmaceutical Industry, Cross-functional Team..., Leadership, Strategic Planning, Strategy, Product Launch, Management, Process Improvement, Finance, Change Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
Master of Business Administration (MBA), Finance/IT
State University of New York at Binghamton
Steven Santiccioli's Bankers Trust Experience 1993 - 1998
Job Vice President at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust July 1993 - Present
Northern Trust Corporation June 1993 - Present
Deutsche Bank 1998 - 2003
Bankers Trust 1993 - 1998
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Options, Investment Management, Investment Strategies, Securities, Bonds, ETFs, Emerging Markets
Education
Fordham University 1995 — 1998
Master of Business Administration (MBA), Finance, General, 3.8
Bucknell University 1987 — 1991
BA, Finance
Northern Trust July 1993 - Present
Northern Trust Corporation June 1993 - Present
Deutsche Bank 1998 - 2003
Bankers Trust 1993 - 1998
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Alternative Investments, Asset Allocation, Options, Investment Management, Investment Strategies, Securities, Bonds, ETFs, Emerging Markets
Education
Fordham University 1995 — 1998
Master of Business Administration (MBA), Finance, General, 3.8
Bucknell University 1987 — 1991
BA, Finance
Mike Drennan's Bankers Trust Experience 1997 - 1998
Job
Industry Information Technology and Services
Experience
Tanium January 2011 - Present
Almac Clinical Technologies (Formerly ICTI / WebMD / ViPS BioMedical Services / CB Technologies) June 2005 - June 2008
Almac Clinical Technologies (formerly ICTI, WebMD, ViPS BioMedical Services and CB Technologies) March 2000 - May 2005
Elan Pharmaceutical Corporation 1998 - 1999
Bankers Trust 1997 - 1998
Elan Pharmaceutical Corporation May 1996 - November 1997
Bankers Trust April 1990 - April 1996
Skills
Performance Management, Program Management, Process Improvement, Business Analysis, Vendor Management, Cross-functional Team..., Project Management, Change Management, SDLC, Strategic Planning, Quality Assurance, Business Development, Account Management, Team Building, Start-ups, IT Operations, IT Service Management, Data Center, IT Management, Operational Due..., Disaster Recovery, Outsourcing, Technical Support, Data Analysis, Telecommunications, Business Intelligence, Integration, Business Process, Management, Software Development, Leadership
Education
Cabrini College 2000 — 2005
BA, Organizational Management
Villanova University 2000 — 2001
Project Management
Tanium January 2011 - Present
Almac Clinical Technologies (Formerly ICTI / WebMD / ViPS BioMedical Services / CB Technologies) June 2005 - June 2008
Almac Clinical Technologies (formerly ICTI, WebMD, ViPS BioMedical Services and CB Technologies) March 2000 - May 2005
Elan Pharmaceutical Corporation 1998 - 1999
Bankers Trust 1997 - 1998
Elan Pharmaceutical Corporation May 1996 - November 1997
Bankers Trust April 1990 - April 1996
Skills
Performance Management, Program Management, Process Improvement, Business Analysis, Vendor Management, Cross-functional Team..., Project Management, Change Management, SDLC, Strategic Planning, Quality Assurance, Business Development, Account Management, Team Building, Start-ups, IT Operations, IT Service Management, Data Center, IT Management, Operational Due..., Disaster Recovery, Outsourcing, Technical Support, Data Analysis, Telecommunications, Business Intelligence, Integration, Business Process, Management, Software Development, Leadership
Education
Cabrini College 2000 — 2005
BA, Organizational Management
Villanova University 2000 — 2001
Project Management
Ricardo Pravia's Bankers Trust Experience June 1997 - January 1998
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
JP Morgan Chase October 2009 - July 2011
Morgan Stanley March 2004 - October 2009
NewBreak, LLC September 2001 - February 2004
Trilogy April 2000 - 2001
El Universal March 1999 - April 2000
Merrill Lynch February 1998 - November 1998
Bankers Trust June 1997 - January 1998
Skills
Derivatives, Fixed Income, Options, Commodity, Financial Risk, Start-ups, Finance, Distributed Systems, Leadership, Trading Systems, Sybase, Capital Markets, Equity Derivatives, Trading, Credit Derivatives, Market Data, DB2, Risk Management
Education
Carnegie Mellon University 1993 — 1997
BS, Electrical and Computer Engineering
Lester B. Pearson College of the Pacific 1991 — 1993
International Baccalaureate
Morgan Stanley June 2011 - Present
JP Morgan Chase October 2009 - July 2011
Morgan Stanley March 2004 - October 2009
NewBreak, LLC September 2001 - February 2004
Trilogy April 2000 - 2001
El Universal March 1999 - April 2000
Merrill Lynch February 1998 - November 1998
Bankers Trust June 1997 - January 1998
Skills
Derivatives, Fixed Income, Options, Commodity, Financial Risk, Start-ups, Finance, Distributed Systems, Leadership, Trading Systems, Sybase, Capital Markets, Equity Derivatives, Trading, Credit Derivatives, Market Data, DB2, Risk Management
Education
Carnegie Mellon University 1993 — 1997
BS, Electrical and Computer Engineering
Lester B. Pearson College of the Pacific 1991 — 1993
International Baccalaureate
John Song's Bankers Trust Experience 1996 - 1999
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Jason Haas's Bankers Trust Experience June 1996 - July 1999
Job Director of Application Development at FIA Tech
Industry Information Technology and Services
Experience
FIA Tech June 2014 - Present
Morgan Stanley January 2013 - June 2014
Morgan Stanley September 2007 - January 2013
Morgan Stanley August 2000 - September 2007
Deustche Bank July 1999 - August 2000
Bankers Trust June 1996 - July 1999
Skills
SSIS, Database Design, Microsoft SQL Server, Sybase, Databases, Data Warehousing, C#, Software Engineering, DB2, Stored Procedures, Windows, Unix, MS Project, Business Process, Algorithms, Integration, XHTML/CSS, SQL Server, SQL, Data Analysis, Perl, Web Applications, Data Modeling, Analysis, SDLC, Sybase ASE, Microsoft OS, Unix Shell/Perl
Education
Carnegie Mellon University 1991 — 1995
BS, Mechanical Engineering
FIA Tech June 2014 - Present
Morgan Stanley January 2013 - June 2014
Morgan Stanley September 2007 - January 2013
Morgan Stanley August 2000 - September 2007
Deustche Bank July 1999 - August 2000
Bankers Trust June 1996 - July 1999
Skills
SSIS, Database Design, Microsoft SQL Server, Sybase, Databases, Data Warehousing, C#, Software Engineering, DB2, Stored Procedures, Windows, Unix, MS Project, Business Process, Algorithms, Integration, XHTML/CSS, SQL Server, SQL, Data Analysis, Perl, Web Applications, Data Modeling, Analysis, SDLC, Sybase ASE, Microsoft OS, Unix Shell/Perl
Education
Carnegie Mellon University 1991 — 1995
BS, Mechanical Engineering
Ron Troy, MBA, FIA's Bankers Trust Experience 1986 - 1990
Job Market Data, IT, Consulting, Contract Compliance Auditing, and Project Management
Industry Information Technology and Services
Experience
RT MDS Consulting 2010 - Present
Wells Fargo May 2013 - October 2013
Thomson Reuters February 2009 - May 2010
WestLB AG 2006 - 2008
Citigroup Global Markets / Salomon Smith Barney May 2000 - April 2006
Societe Generale / SG Cowen 1998 - 2000
Rabobank 1990 - 1998
Manhattan Community Board 8 Manhattan 1987 - April 1992
New York Police Department 1980 - 1992
Bankers Trust 1986 - 1990
Skills
Vendor Relations, Administration, Compliance, Analysis, Sourcing, Contract Management, Market Data, Budgeting, Requirements Analysis, Business Analysis, Expense Management, Procurement, Negotiation, Contract Negotiation, Requirements Gathering, Process Improvement, Purchasing, Policy, RMDS, SDLC, Reference Data, Supervisory Skills, DACS, Common Sense, Vendor Management, Financial Markets, Bloomberg, IT Management, Business Process, Team Management, Business Management, Disaster Recovery, Project Planning, Healthcare Information..., Business Continuity, EHR, EMR, COBOL, VAX BASIC, SQL, MS Project, MS Excel Pivot Tables, Visio, Budgets, Management, System Administration, Project Management, Product Management, IT Strategy
Education
Pace University 1981 — 1985
MBA, Management Information Systems
Bloomsburg University of Pennsylvania 1973 — 1977
BS, Economics (concentration in Information Systems)
Scranton Central High School 1973 — 1973
Academic
Stony Brook University
Project Manager Professional (PMI)
Suffolk County Community College
ONC HealthIT Implementation Manager Role (EHR implementation)
RT MDS Consulting 2010 - Present
Wells Fargo May 2013 - October 2013
Thomson Reuters February 2009 - May 2010
WestLB AG 2006 - 2008
Citigroup Global Markets / Salomon Smith Barney May 2000 - April 2006
Societe Generale / SG Cowen 1998 - 2000
Rabobank 1990 - 1998
Manhattan Community Board 8 Manhattan 1987 - April 1992
New York Police Department 1980 - 1992
Bankers Trust 1986 - 1990
Skills
Vendor Relations, Administration, Compliance, Analysis, Sourcing, Contract Management, Market Data, Budgeting, Requirements Analysis, Business Analysis, Expense Management, Procurement, Negotiation, Contract Negotiation, Requirements Gathering, Process Improvement, Purchasing, Policy, RMDS, SDLC, Reference Data, Supervisory Skills, DACS, Common Sense, Vendor Management, Financial Markets, Bloomberg, IT Management, Business Process, Team Management, Business Management, Disaster Recovery, Project Planning, Healthcare Information..., Business Continuity, EHR, EMR, COBOL, VAX BASIC, SQL, MS Project, MS Excel Pivot Tables, Visio, Budgets, Management, System Administration, Project Management, Product Management, IT Strategy
Education
Pace University 1981 — 1985
MBA, Management Information Systems
Bloomsburg University of Pennsylvania 1973 — 1977
BS, Economics (concentration in Information Systems)
Scranton Central High School 1973 — 1973
Academic
Stony Brook University
Project Manager Professional (PMI)
Suffolk County Community College
ONC HealthIT Implementation Manager Role (EHR implementation)
Steven L. Greenstein's Bankers Trust Experience 1985 - 1992
Job Director, Research & Consulting at Sterling Resources, Inc.
Industry Financial Services
Experience
SunGard Financial Systems 2009 - 2011
SunGard Financial Systems 2007 - 2009
Self Employed 2006 - 2006
Wells Fargo Bank 1999 - 2005
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Wells Fargo Bank 1992 - 1996
Bankers Trust 1985 - 1992
Skills
Relationship Management, Analytics, Financial Analysis, E-commerce, Product Marketing, Pricing, Product Management, Financial Services, Strategy, Business Development, Vendor Management, Leadership, Asset Managment, 401k, Wealth Management
Education
Boston College - Carroll School of Management
B.S., cum laude, Accounting
Tulane University Law School
J.D., Law
Washington University in St. Louis - Olin Business School
M.B.A., Finance
SunGard Financial Systems 2009 - 2011
SunGard Financial Systems 2007 - 2009
Self Employed 2006 - 2006
Wells Fargo Bank 1999 - 2005
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Wells Fargo Bank 1992 - 1996
Bankers Trust 1985 - 1992
Skills
Relationship Management, Analytics, Financial Analysis, E-commerce, Product Marketing, Pricing, Product Management, Financial Services, Strategy, Business Development, Vendor Management, Leadership, Asset Managment, 401k, Wealth Management
Education
Boston College - Carroll School of Management
B.S., cum laude, Accounting
Tulane University Law School
J.D., Law
Washington University in St. Louis - Olin Business School
M.B.A., Finance
Nat Mason's Bankers Trust Experience March 1994 - June 1995
Job Director of Marketing / Contest & Incentives / Pricing at Infiniti USA
Industry Automotive
Experience
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
Infiniti USA March 2012 - Present
Nissan North America March 2007 - June 2012
Ford Motor Company 1998 - 2007
MD Sass June 1995 - July 1996
Bankers Trust March 1994 - June 1995
Lehman Brothers April 1991 - February 1994
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MBA- Executive, Leadership Development
Duke Fuqua School of Business 2000 — 2000
MBA Executive, Marketing
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Marketing / Finance
Brown University 1984 — 1988
BA, Business Economics
Stephen Gong's Bankers Trust Experience October 1995 - March 1996
Job Systems Analyst & Development Specialist at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial March 1996 - Present
Bankers Trust October 1995 - March 1996
Computer Sciences Corporation July 1989 - September 1995
Skills
Business Analysis, SDLC, Requirements Analysis, JavaScript, Software Project..., Change Management, Requirements Gathering, Vendor Management, User Acceptance Testing, WebTrends Analytics, SQL, Business Requirements, Agile Methodologies
Education
Boston College 1985 — 1989
Prudential Financial March 1996 - Present
Bankers Trust October 1995 - March 1996
Computer Sciences Corporation July 1989 - September 1995
Skills
Business Analysis, SDLC, Requirements Analysis, JavaScript, Software Project..., Change Management, Requirements Gathering, Vendor Management, User Acceptance Testing, WebTrends Analytics, SQL, Business Requirements, Agile Methodologies
Education
Boston College 1985 — 1989
Douglas Frankel's Bankers Trust Experience 1994 - 1994
Job Managing Director at Mizuho Capital Markets Corp.
Industry Financial Services
Experience
Mizuho Capital Markets Corp. April 2010 - Present
Mizuho Capital Markets Corp. January 2001 - Present
Mizuho Capital Markets Corp. December 1994 - December 2000
Bankers Trust 1994 - 1994
Federal Reserve Bank of New York 1992 - 1994
Skills
Legal risk management, Compliance risk..., Derivatives, Dodd Frank Title VII, CFTC/NFA rules &..., ISDA, Strategic Thinking, Strategic Leadership, Swaps, Collateral Management, Capital Markets, Volcker Rule, Dodd-Frank, Fixed Income, Hedge Funds, Operational Risk, Strategy, Trading, Securities, Structured Finance, Risk Management, Investment Banking, Financial Services, Litigation Management, ISDA negotiations, Prime Brokerage, Equities, Interest Rate...
Education
Boston University School of Law 1990 — 1991
LLM, International Banking
Wayne State University Law School 1987 — 1990
JD
Brown University 1982 — 1986
Bachelor of Arts (B.A.), History
Oak Park High School
Mizuho Capital Markets Corp. April 2010 - Present
Mizuho Capital Markets Corp. January 2001 - Present
Mizuho Capital Markets Corp. December 1994 - December 2000
Bankers Trust 1994 - 1994
Federal Reserve Bank of New York 1992 - 1994
Skills
Legal risk management, Compliance risk..., Derivatives, Dodd Frank Title VII, CFTC/NFA rules &..., ISDA, Strategic Thinking, Strategic Leadership, Swaps, Collateral Management, Capital Markets, Volcker Rule, Dodd-Frank, Fixed Income, Hedge Funds, Operational Risk, Strategy, Trading, Securities, Structured Finance, Risk Management, Investment Banking, Financial Services, Litigation Management, ISDA negotiations, Prime Brokerage, Equities, Interest Rate...
Education
Boston University School of Law 1990 — 1991
LLM, International Banking
Wayne State University Law School 1987 — 1990
JD
Brown University 1982 — 1986
Bachelor of Arts (B.A.), History
Oak Park High School
Kiliaen Ludlow's Bankers Trust Experience 1993 - 1995
Job VP, Relationship Manager at National Financial
Industry Financial Services
Experience
National Financial a Fidelity Investments Company July 2000 - Present
Fidelity Investments 2000 - Present
First American 1996 - 2000
Bankers Trust 1993 - 1995
Corvel 1990 - 1993
Caesars Lake Tahoe Hotel & Casino 1990 - 1990
Skills
Series 63, Series 7, Securities, Mutual Funds, Business Strategy, Cash Flow Lending, Investments, Asset Management, Banking, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Portfolio Management, Fixed Income, Alternative Investments, FINRA, Series 24, Options, Finance, Risk Management, Equities, Relationship Management, Retirement Planning, Hedge Funds, Loans
Education
California State University-Chico 1986 — 1990
BS, Accounting, Finance
Foothill High School 1982 — 1986
National Financial a Fidelity Investments Company July 2000 - Present
Fidelity Investments 2000 - Present
First American 1996 - 2000
Bankers Trust 1993 - 1995
Corvel 1990 - 1993
Caesars Lake Tahoe Hotel & Casino 1990 - 1990
Skills
Series 63, Series 7, Securities, Mutual Funds, Business Strategy, Cash Flow Lending, Investments, Asset Management, Banking, Wealth Management, Financial Services, Due Diligence, Investment Advisory, Portfolio Management, Fixed Income, Alternative Investments, FINRA, Series 24, Options, Finance, Risk Management, Equities, Relationship Management, Retirement Planning, Hedge Funds, Loans
Education
California State University-Chico 1986 — 1990
BS, Accounting, Finance
Foothill High School 1982 — 1986
Michael Keden's Bankers Trust Experience 1987 - 1992
Job Managing Director at JPMorganChase
Industry Investment Management
Experience
JPMorganChase 1998 - Present
Pyramid Asset and Wealth Management, Inc. 1992 - 1998
Bankers Trust 1987 - 1992
Education
New York University - Leonard N. Stern School of Business 1992 — 1998
MBA, Finance
Brown University 1983 — 1987
BA, Political Science
The Dalton School 1979 — 1983
HS Diploma
Cannon Financial
CTFA
FINRA
Licenses, Securities Industry
JPMorganChase 1998 - Present
Pyramid Asset and Wealth Management, Inc. 1992 - 1998
Bankers Trust 1987 - 1992
Education
New York University - Leonard N. Stern School of Business 1992 — 1998
MBA, Finance
Brown University 1983 — 1987
BA, Political Science
The Dalton School 1979 — 1983
HS Diploma
Cannon Financial
CTFA
FINRA
Licenses, Securities Industry
Greg Arrese's Bankers Trust Experience April 1992 - June 1993
Job Portfolio Manager, Equities at Scoggin Capital
Industry Financial Services
Experience
Scoggin Capital Management August 2008 - Present
ChinaRock Opportunity Fund January 2012 - Present
ChinaRock Capital Management April 2008 - Present
Hale Capital Management LLC April 2008 - Present
Iron Horse Capital Management, L.P. February 2002 - March 2008
J.L. Advisors, LLC July 1997 - February 2002
Goldman Sachs June 1996 - August 1996
Gabelli Asset Management July 1995 - August 1995
Broadview International July 1993 - July 1995
Bankers Trust April 1992 - June 1993
Skills
Hedge Funds, Investments, Mergers & Acquisitions, Trading, Private Equity, Equities, Corporate Development, Valuation, Start-ups, Asset Managment, Investment Banking, Financial Modeling, Investment Management, Venture Capital, Alternative Investments, Portfolio Management, Mergers, Corporate Finance, Angel Investing
Education
Harvard Business School 1995 — 1997
MBA, Finance
Bucknell University 1988 — 1992
B.A., Economics
The Wheatley School 1984 — 1988
Scoggin Capital Management August 2008 - Present
ChinaRock Opportunity Fund January 2012 - Present
ChinaRock Capital Management April 2008 - Present
Hale Capital Management LLC April 2008 - Present
Iron Horse Capital Management, L.P. February 2002 - March 2008
J.L. Advisors, LLC July 1997 - February 2002
Goldman Sachs June 1996 - August 1996
Gabelli Asset Management July 1995 - August 1995
Broadview International July 1993 - July 1995
Bankers Trust April 1992 - June 1993
Skills
Hedge Funds, Investments, Mergers & Acquisitions, Trading, Private Equity, Equities, Corporate Development, Valuation, Start-ups, Asset Managment, Investment Banking, Financial Modeling, Investment Management, Venture Capital, Alternative Investments, Portfolio Management, Mergers, Corporate Finance, Angel Investing
Education
Harvard Business School 1995 — 1997
MBA, Finance
Bucknell University 1988 — 1992
B.A., Economics
The Wheatley School 1984 — 1988
Peggy Kelston's Bankers Trust Experience 1987 - 1989
Job Chief Solutions Officer at TrueTalk, Inc.
Industry Management Consulting
Experience
TrueTalk, Inc. November 1996 - Present
Melville Corporation 1994 - 1996
Culbro Corporation 1989 - 1994
Bankers Trust 1987 - 1989
American Express 1973 - 1987
Skills
Executive Coaching, Organizational..., Talent Management, Leadership Development, Public Speaking, Performance Management, Leadership, Employee Engagement, Strategy, Management Consulting, Executive Management, Business Strategy, Change Management, Human Resources, Mergers & Acquisitions, Start-ups, Program Management, Business Planning, Business Development, Business Process..., Team Building, Coaching, Strategic Planning
Education
Carnegie Mellon University 1968 — 1972
B.S., Business
Riverdale Country School
TrueTalk, Inc. November 1996 - Present
Melville Corporation 1994 - 1996
Culbro Corporation 1989 - 1994
Bankers Trust 1987 - 1989
American Express 1973 - 1987
Skills
Executive Coaching, Organizational..., Talent Management, Leadership Development, Public Speaking, Performance Management, Leadership, Employee Engagement, Strategy, Management Consulting, Executive Management, Business Strategy, Change Management, Human Resources, Mergers & Acquisitions, Start-ups, Program Management, Business Planning, Business Development, Business Process..., Team Building, Coaching, Strategic Planning
Education
Carnegie Mellon University 1968 — 1972
B.S., Business
Riverdale Country School
Melanie Reynolds's Bankers Trust Experience August 1993 - August 1998
Job Sr. IT Project Manager at Monsanto Company
Industry Philanthropy
Experience
Monsanto Company May 2015 - Present
Maritz December 2014 - March 2015
Express Scripts November 2012 - November 2014
U.S. Bank April 2012 - October 2012
MasterCard October 2007 - January 2012
ING 2001 - 2006
Deutsche Bank August 1998 - May 2001
Bankers Trust August 1993 - August 1998
Skills
SDLC, Business Analysis, Vendor Management, IT Management, IT Strategy, Requirements Analysis, PMO, Business Requirements, Requirements Gathering, Project Management, Process Improvement, Data Warehousing, ITIL, Information Security, Enterprise Architecture, Software Project..., Payment Systems, Mortgage Lending, Finance, IT Security Policies, Microsoft Office..., Clarity, Changepoint, File Transfer, WAN Security, Technical Staff..., Artifacts, IT Infrastructure..., Microsoft Project, Microsoft Excel, Outlook, Agile Project Management, PMP, Management, Leadership, Consulting, Business Process..., SharePoint
Education
Brigham Young University 1989 — 1990
In Process, English
Monsanto Company May 2015 - Present
Maritz December 2014 - March 2015
Express Scripts November 2012 - November 2014
U.S. Bank April 2012 - October 2012
MasterCard October 2007 - January 2012
ING 2001 - 2006
Deutsche Bank August 1998 - May 2001
Bankers Trust August 1993 - August 1998
Skills
SDLC, Business Analysis, Vendor Management, IT Management, IT Strategy, Requirements Analysis, PMO, Business Requirements, Requirements Gathering, Project Management, Process Improvement, Data Warehousing, ITIL, Information Security, Enterprise Architecture, Software Project..., Payment Systems, Mortgage Lending, Finance, IT Security Policies, Microsoft Office..., Clarity, Changepoint, File Transfer, WAN Security, Technical Staff..., Artifacts, IT Infrastructure..., Microsoft Project, Microsoft Excel, Outlook, Agile Project Management, PMP, Management, Leadership, Consulting, Business Process..., SharePoint
Education
Brigham Young University 1989 — 1990
In Process, English
Patricia (Kim) Muchinsky's Bankers Trust Experience 1995 - 1999
Job COO, V3 Markets
Industry Financial Services
Experience
V3 Markets May 2014 - Present
FXCM October 2001 - 2014
Bankers Trust 1995 - 1999
Skills
FX Options, Electronic Trading, Financial Markets, Currency, FX trading, Trading Systems, Trading, Equity Derivatives, Technical Analysis, Bloomberg, Derivatives, Capital Markets, Equity Trading, Market Data, Equities, Commodity, Hedge Funds, Fixed Income, Options, Foreign Exchange
Education
Binghamton University 1991 — 1995
BA, Economics
V3 Markets May 2014 - Present
FXCM October 2001 - 2014
Bankers Trust 1995 - 1999
Skills
FX Options, Electronic Trading, Financial Markets, Currency, FX trading, Trading Systems, Trading, Equity Derivatives, Technical Analysis, Bloomberg, Derivatives, Capital Markets, Equity Trading, Market Data, Equities, Commodity, Hedge Funds, Fixed Income, Options, Foreign Exchange
Education
Binghamton University 1991 — 1995
BA, Economics
James J. Webb III's Bankers Trust Experience January 1993 - 2000
Job Project Manager Risk Architecture at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Citi June 2011 - Present
Bank of New York Mellon September 1999 - March 2010
Bankers Trust January 1993 - 2000
Deutsche Bank 1994 - 1999
State Street Bank 1989 - 1999
Skills
ETFs, PMP, Client Service, Testing, Test Management, Financial Services, Quality Assurance, SDLC, Securities, Program Management, Project Management, Business Analysis, Fixed Income, Management, Equities, Banking, Budgets, Client Services, Integration, IT Strategy, Leadership, Networking, PMO, Portfolio Management, Project Portfolio..., Risk Management, Vendor Management
Education
Caldwell University 2000 — 2002
BA, Finance
Northeastern University 1984 — 2000
Financial Management
Patricia Kraemer, CFA's Bankers Trust Experience 1994 - 1999
Job Vice President at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management 2000 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1994 - 1999
Wilshire Associates 1992 - 1994
TRW 1986 - 1992
Education
California State University-San Bernardino
Westmount Asset Management 2000 - Present
Deutsche Bank 1999 - 2000
Bankers Trust 1994 - 1999
Wilshire Associates 1992 - 1994
TRW 1986 - 1992
Education
California State University-San Bernardino
Jeffrey Schell's Bankers Trust Experience 1997 - 1997
Job Chief Operating Officer at Napa Group
Industry Computer Software
Experience
Napa Group LLC December 2007 - Present
Napa Group LLC December 1997 - November 2007
Bankers Trust 1997 - 1997
Skills
Project Management, Trading Systems, C#, Fixed Income, .NET, Vendor Management, Microsoft SQL Server, Securities, ASP.NET, Agile Methodologies, Derivatives, XML, Electronic Trading
Education
Binghamton University 1993 — 1997
BS
Napa Group LLC December 2007 - Present
Napa Group LLC December 1997 - November 2007
Bankers Trust 1997 - 1997
Skills
Project Management, Trading Systems, C#, Fixed Income, .NET, Vendor Management, Microsoft SQL Server, Securities, ASP.NET, Agile Methodologies, Derivatives, XML, Electronic Trading
Education
Binghamton University 1993 — 1997
BS
Hector Linares's Bankers Trust Experience May 1999 - September 1999
Job Principal Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft September 2013 - Present
Microsoft July 2009 - September 2013
Microsoft July 2007 - July 2009
Morgan Stanley November 2004 - July 2007
Deutsche Bank May 2001 - November 2004
Boston University - School of Management September 1998 - January 2002
Deutsche Bank May 2000 - September 2000
Bankers Trust May 1999 - September 1999
Ogilvy & Mather January 1998 - September 1998
Skills
Disaster Recovery, Cloud Computing, Distributed Systems, Software Documentation, Enterprise Architecture, Virtualization, Storage Area Networks, Storage Virtualization, Storage Management, Standards Development, SMI-S, Hyper-V, Software Project..., VMware, Storage, ITIL, Microsoft Technologies, Enterprise Software, Powershell, SCVMM, Software Development, PaaS, Data Center, High Availability, Architecture, Systems Management, Servers, Windows Server, IT Strategy, Solution Architecture, Windows Azure, Private Cloud, SAN, System Deployment, Server Architecture, System Architecture, VDI, Infrastructure, IT Management, Operating Systems, SaaS, Cluster
Education
Boston University 1998 — 2002
BA, Mathematics
LaGuardia High School 1994 — 1998
Brass Instruments
Microsoft September 2013 - Present
Microsoft July 2009 - September 2013
Microsoft July 2007 - July 2009
Morgan Stanley November 2004 - July 2007
Deutsche Bank May 2001 - November 2004
Boston University - School of Management September 1998 - January 2002
Deutsche Bank May 2000 - September 2000
Bankers Trust May 1999 - September 1999
Ogilvy & Mather January 1998 - September 1998
Skills
Disaster Recovery, Cloud Computing, Distributed Systems, Software Documentation, Enterprise Architecture, Virtualization, Storage Area Networks, Storage Virtualization, Storage Management, Standards Development, SMI-S, Hyper-V, Software Project..., VMware, Storage, ITIL, Microsoft Technologies, Enterprise Software, Powershell, SCVMM, Software Development, PaaS, Data Center, High Availability, Architecture, Systems Management, Servers, Windows Server, IT Strategy, Solution Architecture, Windows Azure, Private Cloud, SAN, System Deployment, Server Architecture, System Architecture, VDI, Infrastructure, IT Management, Operating Systems, SaaS, Cluster
Education
Boston University 1998 — 2002
BA, Mathematics
LaGuardia High School 1994 — 1998
Brass Instruments
Martha Witte's Bankers Trust Experience December 1992 - November 1998
Job Director and Loan Originator
Industry Banking
Experience
MC Home Loans July 2015 - Present
Mount Snow 1992 - Present
Luxury Mortgage Corp December 2013 - June 2015
Guaranteed Rate, Inc. October 2012 - December 2013
The Manhattan Mortgage Company October 2001 - October 2012
ForstmannLeff March 2000 - April 2001
Deutsche Bank November 1998 - March 2000
Bankers Trust December 1992 - November 1998
Ameriprise Financial Advisors September 1991 - December 1992
Wagner Weber Associates September 1990 - September 1991
Skills
Marketing, Finance, Negotiation, Real Estate, Management, Strategic Planning, Leadership, Business Development, Analysis, Leadership Development, Social Media Marketing, New Business Development, Customer Service, Public Speaking, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Loans, Mortgage Lending, Financial Services, Investment Properties, Sales, Banking, Credit
Education
Carnegie Mellon University 1982 — 1986
Bachelor of Science, Industrial Management and French
Mount de Chantal Academy 1978 — 1982
College Prep
MC Home Loans July 2015 - Present
Mount Snow 1992 - Present
Luxury Mortgage Corp December 2013 - June 2015
Guaranteed Rate, Inc. October 2012 - December 2013
The Manhattan Mortgage Company October 2001 - October 2012
ForstmannLeff March 2000 - April 2001
Deutsche Bank November 1998 - March 2000
Bankers Trust December 1992 - November 1998
Ameriprise Financial Advisors September 1991 - December 1992
Wagner Weber Associates September 1990 - September 1991
Skills
Marketing, Finance, Negotiation, Real Estate, Management, Strategic Planning, Leadership, Business Development, Analysis, Leadership Development, Social Media Marketing, New Business Development, Customer Service, Public Speaking, Fundraising, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Loans, Mortgage Lending, Financial Services, Investment Properties, Sales, Banking, Credit
Education
Carnegie Mellon University 1982 — 1986
Bachelor of Science, Industrial Management and French
Mount de Chantal Academy 1978 — 1982
College Prep
James Corr's Bankers Trust Experience June 1994 - January 1995
Job Analyst at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York January 2013 - Present
Labaton Sucharow LLP 2011 - 2011
MedalEdge.com 2007 - 2011
Lehman Brothers 1998 - 2007
Credit Lyonnais December 1996 - April 1998
Quick & Reilly January 1995 - December 1996
Bankers Trust June 1994 - January 1995
Neuberger Berman 1993 - 1994
Skills
Investments, Equities, Securities, Financial Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Accountancy
Vesalius College 1993 — 1993
Semester Abroad, Brussels, Belgium
Safra National Bank of New York January 2013 - Present
Labaton Sucharow LLP 2011 - 2011
MedalEdge.com 2007 - 2011
Lehman Brothers 1998 - 2007
Credit Lyonnais December 1996 - April 1998
Quick & Reilly January 1995 - December 1996
Bankers Trust June 1994 - January 1995
Neuberger Berman 1993 - 1994
Skills
Investments, Equities, Securities, Financial Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science (BS), Accountancy
Vesalius College 1993 — 1993
Semester Abroad, Brussels, Belgium
Neil Spindel's Bankers Trust Experience May 1998 - July 1999
Job Permanent or Consulting Positions at Seeking New Opportunity
Industry Banking
Experience
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Elizabeth Ando's Bankers Trust Experience 1993 - 1999
Job Adjunct Professor, Physical Therapy at Chapman University
Industry Medical Practice
Experience
Ando & Aston Physical Therapy, Inc. January 1999 - Present
Chapman University 2014 - Present
Ando Virtual Partners January 2005 - Present
Ando Studio 1999 - 2002
Bankers Trust/Deutsche Bank January 1993 - January 1999
Bankers Trust 1993 - 1999
Skills
Process Improvement, Leadership, Change Management, Strategic Planning, Orthopedic, Management, Coaching, Strategy, Healthcare, Marketing, Physical Therapy, Human Resources, Management Consulting, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Interntional Business
California State University-Fullerton
Bachelor of Arts, Busines Administration, Marketing
Ando & Aston Physical Therapy, Inc. January 1999 - Present
Chapman University 2014 - Present
Ando Virtual Partners January 2005 - Present
Ando Studio 1999 - 2002
Bankers Trust/Deutsche Bank January 1993 - January 1999
Bankers Trust 1993 - 1999
Skills
Process Improvement, Leadership, Change Management, Strategic Planning, Orthopedic, Management, Coaching, Strategy, Healthcare, Marketing, Physical Therapy, Human Resources, Management Consulting, Cross-functional Team...
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Interntional Business
California State University-Fullerton
Bachelor of Arts, Busines Administration, Marketing
Jody Fohrman's Bankers Trust Experience 1994 - 1999
Job Vice President at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank October 1999 - Present
Bankers Trust 1994 - 1999
Skills
Talent Management, Employee Relations, Workforce Planning, Employee Benefits, Employee Engagement, Performance Management, HR Policies
Education
California State University-Northridge 1980 — 1985
BA, Sociology
Deutsche Bank October 1999 - Present
Bankers Trust 1994 - 1999
Skills
Talent Management, Employee Relations, Workforce Planning, Employee Benefits, Employee Engagement, Performance Management, HR Policies
Education
California State University-Northridge 1980 — 1985
BA, Sociology
Paul Turovsky's Bankers Trust Experience 1984 - 2003
Job Owner, True North Management Group LLC
Industry Investment Management
Experience
True North Management Group LLC January 2004 - Present
Bankers Trust 1984 - 2003
Continental Ilinois National Bank & Trust Company of Chicago 1979 - 1984
Education
University of California, Los Angeles 1973 — 1980
Ph.D., Latin American History
Binghamton University 1969 — 1973
BA, History
True North Management Group LLC January 2004 - Present
Bankers Trust 1984 - 2003
Continental Ilinois National Bank & Trust Company of Chicago 1979 - 1984
Education
University of California, Los Angeles 1973 — 1980
Ph.D., Latin American History
Binghamton University 1969 — 1973
BA, History
Candice Cook's Bankers Trust Experience December 1989 - March 1992
Job ConsultantBusiness Technical Integration at Bank of America
Industry Information Technology and Services
Experience
PennyMac Loan Services, LLC April 2015 - Present
Bank of America March 2009 - April 2015
Countrywide Financial March 2004 - March 2009
Washington Mutual July 2002 - February 2004
Countrywide July 1998 - July 2002
Great Western Bank April 1992 - July 1998
Bankers Trust December 1989 - March 1992
Proprietary Computer Systems July 1974 - July 1989
Jet Propulsion Laboratory October 1976 - November 1977
Skills
Requirements Analysis, SDLC, Vendor Management, Loans, Visio, Mortgage Lending, PMO, Banking, Business Analysis, Project Management, Agile Methodologies, Software Development, Disaster Recovery, IT Strategy, MS Project, Analysis, Integration, SQL, DB2, Requirements Gathering, IT Management, Program Management, Software Project..., Project Portfolio..., Systems Analysis, Microsoft Project
Education
California State University-Northridge 1974 — 1978
BA, Special Major (Business & Computer Science), Business, Computer Science
PennyMac Loan Services, LLC April 2015 - Present
Bank of America March 2009 - April 2015
Countrywide Financial March 2004 - March 2009
Washington Mutual July 2002 - February 2004
Countrywide July 1998 - July 2002
Great Western Bank April 1992 - July 1998
Bankers Trust December 1989 - March 1992
Proprietary Computer Systems July 1974 - July 1989
Jet Propulsion Laboratory October 1976 - November 1977
Skills
Requirements Analysis, SDLC, Vendor Management, Loans, Visio, Mortgage Lending, PMO, Banking, Business Analysis, Project Management, Agile Methodologies, Software Development, Disaster Recovery, IT Strategy, MS Project, Analysis, Integration, SQL, DB2, Requirements Gathering, IT Management, Program Management, Software Project..., Project Portfolio..., Systems Analysis, Microsoft Project
Education
California State University-Northridge 1974 — 1978
BA, Special Major (Business & Computer Science), Business, Computer Science
Michael J. Capecci, MPA's Bankers Trust Experience June 1982 - June 1989
Job Sr. Client Service Manager Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Transamerica Retirement Solutions November 2001 - Present
U.S. Department of Justice, Criminal Division December 2013 - August 2015
Merck December 2005 - June 2010
Scudder Investments June 1998 - October 2001
Fleet - Bank of America February 1996 - May 1998
John Hancock February 1994 - February 1996
State Street June 1991 - February 1994
Varied Pink Sheet Traders including the former Stratton Oakmont January 1986 - July 1991
The New England June 1989 - June 1991
Bankers Trust June 1982 - June 1989
Skills
Accounting, Business Planning, Call Center, Product Development, Data Conversion, Deferred Compensation, Relationship Management, Bloomberg, Consulting, Business Requirements, Process Improvement, Defined Benefit, Defined Contribution, Retirement, ERISA, Employee Benefits, 401k, Pensions, Mutual Funds, Retirement Planning
Education
Boston University 1990 — 1994
M.P.A./M.C.P., Masters Public Administration Concentration -Govt. Finance and Personel Admin., 3.667/4.0
Harvard University 1991 — 1992
Certificate Program, Health & Welfare Admin
University of Pennsylvania - The Wharton School 1990 — 1991
C.E.B.S., Employee Benefits Designation
Northeastern University 1984 — 1989
BA/BS, Major Political Science/History, 3.35/4.0
Eastchester High School 1980 — 1984
Academic Deploma
other
Political Science and Government
Liz Chang's Bankers Trust Experience 1994 - 1998
Job Capital Markets Manager at Bershire Partners
Industry Investment Banking
Experience
Bershire Partners September 2012 - Present
RBS Citizens March 2012 - August 2012
FTI Consulting February 2009 - February 2012
Deutsche Bank June 1995 - January 2008
Deutsche Bank Securities 2006 - 2008
Deutsche Banc Alex. Brown 1998 - 2003
Bankers Trust 1994 - 1998
chase manhattan bank 1991 - 1994
Skills
Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Bryn Mawr College 1987 — 1991
BA, Economics, Minor French
Bershire Partners September 2012 - Present
RBS Citizens March 2012 - August 2012
FTI Consulting February 2009 - February 2012
Deutsche Bank June 1995 - January 2008
Deutsche Bank Securities 2006 - 2008
Deutsche Banc Alex. Brown 1998 - 2003
Bankers Trust 1994 - 1998
chase manhattan bank 1991 - 1994
Skills
Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Bryn Mawr College 1987 — 1991
BA, Economics, Minor French
Kenneth Barish's Bankers Trust Experience 1995 - 1999
Job Regulatory Relationship Manager at HSBC
Industry Financial Services
Experience
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
HSBC September 2014 - Present
Morgan Stanley April 2012 - April 2014
Morgan Stanley September 2011 - June 2012
Credit Suisse August 2007 - February 2011
Citi Group Private Bank June 2001 - August 2007
Fried, Frank, Harris, Shriver & Jacobson, New York, NY 1999 - 2001
Bankers Trust 1995 - 1999
Skills
Financial Risk, Operational Risk..., Operational Risk, Risk Management, Banking, Private Banking, Wealth Management, Financial Services, Securities, Equities, Auditing, Capital Markets, Portfolio Management, Asset Management, Fixed Income, Hedge Funds, AML, Alternative Investments, Compliance, Regulatory Affairs
Education
Brooklyn Law School 1991 — 1994
JD
The George Washington University - School of Business 1985 — 1989
BA, Accounting
Angelina Colombo's Bankers Trust Experience January 1996 - August 1998
Job Managing Director at RBS Greenwich Capital
Industry Investment Banking
Experience
RBS Greenwich Capital Managing DirectorRBS Global Banking & Markets2003 - Present
Fitch Risk February 2000 - June 2003
Societe Generale September 1998 - February 2000
Bankers Trust January 1996 - August 1998
Arthur Andersen & Co September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
RBS Greenwich Capital Managing DirectorRBS Global Banking & Markets2003 - Present
Fitch Risk February 2000 - June 2003
Societe Generale September 1998 - February 2000
Bankers Trust January 1996 - August 1998
Arthur Andersen & Co September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Minh Le, CPA (inactive)'s Bankers Trust Experience August 1998 - June 1999
Job Consultant
Industry Accounting
Experience
Vaco Los Angeles April 2015 - Present
URS Corporation December 2012 - March 2015
AECOM October 2007 - November 2012
Korn/Ferry International August 2005 - October 2007
IPC The Hospitalist Company, Inc. November 2000 - August 2005
Sony Pictures Entertainment June 1999 - November 2000
Bankers Trust August 1998 - June 1999
Skills
Due Diligence, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Process Implementation, Process Improvement, General Ledger, Revenue Recognition, Variance Analysis, Finance, Managerial Finance, Analysis, Budget Process, Budgeting, Forecasting, KPI Reports, Financial Accounting, Cash Management, Business Acumen
Education
California State University-Northridge
Bachelor's degree, Accounting and Finance
Vaco Los Angeles April 2015 - Present
URS Corporation December 2012 - March 2015
AECOM October 2007 - November 2012
Korn/Ferry International August 2005 - October 2007
IPC The Hospitalist Company, Inc. November 2000 - August 2005
Sony Pictures Entertainment June 1999 - November 2000
Bankers Trust August 1998 - June 1999
Skills
Due Diligence, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Process Implementation, Process Improvement, General Ledger, Revenue Recognition, Variance Analysis, Finance, Managerial Finance, Analysis, Budget Process, Budgeting, Forecasting, KPI Reports, Financial Accounting, Cash Management, Business Acumen
Education
California State University-Northridge
Bachelor's degree, Accounting and Finance
Vince Abruzzini's Bankers Trust Experience 1986 - 1999
Job Credit Risk Managment
Industry Financial Services
Experience
Primus Financial Products June 2002 - March 2013
Bankers Trust 1986 - 1999
Skills
Derivatives, Hedge Funds, Credit Risk, Capital Markets, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Alternative Investments, Portfolio Management
Education
Binghamton University - School of Management
MBA
St John Fisher College
BBA
Primus Financial Products June 2002 - March 2013
Bankers Trust 1986 - 1999
Skills
Derivatives, Hedge Funds, Credit Risk, Capital Markets, Fixed Income, Investment Banking, Credit Derivatives, Structured Products, Alternative Investments, Portfolio Management
Education
Binghamton University - School of Management
MBA
St John Fisher College
BBA
Dru McCray's Bankers Trust Experience 1987 - 2000
Job Associate at State Street Bank
Industry Banking
Experience
State Street Bank AnalystState Street Corporation2006 - Present
Bankers Trust 1987 - 2000
Education
Binghamton University - School of Management
State Street Bank AnalystState Street Corporation2006 - Present
Bankers Trust 1987 - 2000
Education
Binghamton University - School of Management
Katie Gugle's Bankers Trust Experience 1996 - 1997
Job Attorney at Kathryn R. Gugle Law Office
Industry Law Practice
Experience
Kathryn R. Gugle Law Office April 2004 - Present
Havens Willis Erney Skrobot & Fisher 1997 - 1999
Banker's Trust 1996 - 1997
Hamilton Kramer Myers & Cheek 1993 - 1996
Gottfried & Palmer 1991 - 1992
Skills
Litigation, Personal Injury, Courts, Professional Malpractice, Civil Litigation, Appeals, Retaliation, Commercial Litigation, Legal Writing, Trials, Product Liability, Trial Practice, Employment Law, Arbitration, Mediation
Education
Capital University Law School 1989 — 1992
Juris Doctorate
St. Mary's College, Notre Dame, IN 1985 — 1989
BA, Mass Communications, Business/Economics, and Music
Bishop Hartley High School 1981 — 1985
Kathryn R. Gugle Law Office April 2004 - Present
Havens Willis Erney Skrobot & Fisher 1997 - 1999
Banker's Trust 1996 - 1997
Hamilton Kramer Myers & Cheek 1993 - 1996
Gottfried & Palmer 1991 - 1992
Skills
Litigation, Personal Injury, Courts, Professional Malpractice, Civil Litigation, Appeals, Retaliation, Commercial Litigation, Legal Writing, Trials, Product Liability, Trial Practice, Employment Law, Arbitration, Mediation
Education
Capital University Law School 1989 — 1992
Juris Doctorate
St. Mary's College, Notre Dame, IN 1985 — 1989
BA, Mass Communications, Business/Economics, and Music
Bishop Hartley High School 1981 — 1985
Andy Wiley's Bankers Trust Experience 1993 - 1997
Job Attorney at Realty Title
Industry Real Estate
Experience
Realty Title June 2006 - Present
Fearnley & Califf, PLLC June 2003 - June 2006
The Schneider Law Firm June 2000 - June 2003
Wilshire Associates 1997 - 1999
Wilshire Associates 1997 - 1999
Bankers Trust 1993 - 1997
Bankers Trust 1993 - 1997
Skills
Real Estate, Contract Negotiation, Foreclosures, Investment Properties, Loans, Management, Negotiation, Real Estate Transactions, Relocation, Sellers
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BA, Business
Realty Title June 2006 - Present
Fearnley & Califf, PLLC June 2003 - June 2006
The Schneider Law Firm June 2000 - June 2003
Wilshire Associates 1997 - 1999
Wilshire Associates 1997 - 1999
Bankers Trust 1993 - 1997
Bankers Trust 1993 - 1997
Skills
Real Estate, Contract Negotiation, Foreclosures, Investment Properties, Loans, Management, Negotiation, Real Estate Transactions, Relocation, Sellers
Education
The University of Memphis—Cecil C. Humphreys School of Law 1999 — 2002
California State University-Fullerton, Mihaylo College of Business and Economics 1990 — 1993
BA, Business
Michael Kagan's Bankers Trust Experience January 1997 - January 1998
Job CFO/CCO at Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Margaret Shipman's Bankers Trust Experience 1987 - 1995
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2008 - Present
Credit Suisse July 2003 - December 2010
Donaldson, Lufkin & Jenrette 1997 - 2001
Bankers Trust 1987 - 1995
Argus Research 1986 - 1987
Skills
Credit Risk, Fixed Income, Investment Banking, Capital Markets, Reputational Risk, Emerging Markets, Credit Derivatives, Derivatives, Equities, Corporate Finance, Structured Products, Leveraged Finance, Investments, Valuation, Financial Markets, Asset Management, Bonds, Hedging, Structured Finance, Hedge Funds, Trading, Market Risk, Private Banking, Credit, Financial Structuring, FX Options, Trading Systems, Private Equity, Alternative Investments, Financial Modeling, Risk Management, Financial Risk, Bloomberg, Loans, Swaps
Education
Boston University 1984 — 1986
MA, Development Economics and International Development
Georgetown University 1979 — 1983
BA, Economics
Credit Suisse January 2008 - Present
Credit Suisse July 2003 - December 2010
Donaldson, Lufkin & Jenrette 1997 - 2001
Bankers Trust 1987 - 1995
Argus Research 1986 - 1987
Skills
Credit Risk, Fixed Income, Investment Banking, Capital Markets, Reputational Risk, Emerging Markets, Credit Derivatives, Derivatives, Equities, Corporate Finance, Structured Products, Leveraged Finance, Investments, Valuation, Financial Markets, Asset Management, Bonds, Hedging, Structured Finance, Hedge Funds, Trading, Market Risk, Private Banking, Credit, Financial Structuring, FX Options, Trading Systems, Private Equity, Alternative Investments, Financial Modeling, Risk Management, Financial Risk, Bloomberg, Loans, Swaps
Education
Boston University 1984 — 1986
MA, Development Economics and International Development
Georgetown University 1979 — 1983
BA, Economics
Devin Leung's Bankers Trust Experience May 1996 - May 1999
Job Senior System Administrator at Shearman & Sterling LLP
Industry Information Technology and Services
Experience
Shearman & Sterling LLP March 2014 - Present
Misys May 1999 - March 2014
Bankers Trust May 1996 - May 1999
Skills
vSphere, VBScript, Microsoft SQL Server, Perl, XP, Powershell, KiXtart, Programming Languages, Python, 2008 R2, VMware Server, Windows Server, Netbackup, Citrix, EdgeSight, Microsoft Cluster, System Administration, ITIL, Oracle, Databases, Troubleshooting, Operating Systems, Windows XP, VMware vSphere, NetBackup
Education
Borough of Manhattan Community College 1995 — 1998
AS, Computer Information Systems
Shearman & Sterling LLP March 2014 - Present
Misys May 1999 - March 2014
Bankers Trust May 1996 - May 1999
Skills
vSphere, VBScript, Microsoft SQL Server, Perl, XP, Powershell, KiXtart, Programming Languages, Python, 2008 R2, VMware Server, Windows Server, Netbackup, Citrix, EdgeSight, Microsoft Cluster, System Administration, ITIL, Oracle, Databases, Troubleshooting, Operating Systems, Windows XP, VMware vSphere, NetBackup
Education
Borough of Manhattan Community College 1995 — 1998
AS, Computer Information Systems
Patrick Gorrien's Bankers Trust Experience 1997 - 2000
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2000 - Present
Wells Fargo Bank, N.A. 2000 - Present
Deutsche Bank 1997 - 2000
Bankers Trust 1997 - 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1993
Wells Fargo Bank, N.A. April 2000 - Present
Wells Fargo Bank, N.A. 2000 - Present
Deutsche Bank 1997 - 2000
Bankers Trust 1997 - 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1993
Connie Emmitt-Stern's Bankers Trust Experience 1998 - 1999
Job Senior VP, Investments at Resmark Equity Partners, LLC
Industry Financial Services
Experience
Resmark Equity Partners, LLC Managing DirectorDeutsche Bank Real Estate GroupJanuary 1998 - May 2003
Bankers Trust 1998 - 1999
Skills
Real Estate, Credit, Asset Management, Investments, Management, Commercial Real Estate
Education
Bowling Green State University 1978 — 1983
B.S. and M Ed., Education with an emphasis in Business
Resmark Equity Partners, LLC Managing DirectorDeutsche Bank Real Estate GroupJanuary 1998 - May 2003
Bankers Trust 1998 - 1999
Skills
Real Estate, Credit, Asset Management, Investments, Management, Commercial Real Estate
Education
Bowling Green State University 1978 — 1983
B.S. and M Ed., Education with an emphasis in Business
Fritzi Mazzola Gros-Daillon's Bankers Trust Experience July 1981 - January 1985
Job National Speaker / Award Winning Author / AginginPlace Expert
Industry Environmental Services
Experience
Anson Group Ltd. August 1990 - Present
Pink Tulip Press March 2014 - Present
Household Guardians January 2013 - Present
TransitionsUSA November 2001 - December 2011
Banker's Trust July 1981 - January 1985
Skills
Team Building, Public Speaking, New Business Development, Mold, Asbestos, Strategic Planning, Indoor Air Quality, Environmental Consulting, Hazardous Waste..., Phase I, Project Management, Remediation, RCRA, Environmental Services, Entrepreneurship, Business Planning, Training, Sales, Environmental Awareness, Nonprofits, Business Development, Recycling, Sustainability, Marketing, Environmental Compliance, Soil, Environmental Impact..., Groundwater, Mold Remediation, Environmental..., Sampling, Waste, Waste Management, Environmental Issues, Mitigation, Environmental Science, Environmental..., Environmental Permitting, Expert Witness, Water Quality, Industrial Hygiene, Water, EHS, Hazardous Materials, Small Business, Proposal Writing, Restoration, Renewable Energy, Energy Conservation, Energy Audits
Education
Columbia University - Columbia Business School 1979 — 1981
MS, Business Policy
Bloomfield College 1975 — 1979
BS, Business Administration
Lake Taylor High School 1968 — 1969
Anson Group Ltd. August 1990 - Present
Pink Tulip Press March 2014 - Present
Household Guardians January 2013 - Present
TransitionsUSA November 2001 - December 2011
Banker's Trust July 1981 - January 1985
Skills
Team Building, Public Speaking, New Business Development, Mold, Asbestos, Strategic Planning, Indoor Air Quality, Environmental Consulting, Hazardous Waste..., Phase I, Project Management, Remediation, RCRA, Environmental Services, Entrepreneurship, Business Planning, Training, Sales, Environmental Awareness, Nonprofits, Business Development, Recycling, Sustainability, Marketing, Environmental Compliance, Soil, Environmental Impact..., Groundwater, Mold Remediation, Environmental..., Sampling, Waste, Waste Management, Environmental Issues, Mitigation, Environmental Science, Environmental..., Environmental Permitting, Expert Witness, Water Quality, Industrial Hygiene, Water, EHS, Hazardous Materials, Small Business, Proposal Writing, Restoration, Renewable Energy, Energy Conservation, Energy Audits
Education
Columbia University - Columbia Business School 1979 — 1981
MS, Business Policy
Bloomfield College 1975 — 1979
BS, Business Administration
Lake Taylor High School 1968 — 1969
Alan Kaplan's Bankers Trust Experience February 1994 - May 2000
Job Managing Director & Deputy General Counsel, Americas at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital 2000 - Present
Bankers Trust February 1994 - May 2000
Milbank, Tweed, Hadley & McCloy LLP September 1983 - February 1994
Education
Harvard Law School 1980 — 1983
JD
Brown University 1976 — 1980
AB, Economics
Barclays Capital 2000 - Present
Bankers Trust February 1994 - May 2000
Milbank, Tweed, Hadley & McCloy LLP September 1983 - February 1994
Education
Harvard Law School 1980 — 1983
JD
Brown University 1976 — 1980
AB, Economics
Charlotte Steele's Bankers Trust Experience June 1982 - October 1986
Job INROADS Strategic Manager
Industry Nonprofit Organization Management
Experience
INROADS Rocky Mountain Region September 2007 - Present
Goodwill Industries of Denver August 2004 - September 2007
Colorado Business Bank August 2001 - December 2003
Bank One Colorado November 1993 - October 1996
Colorado National Bank October 1986 - November 1993
Bankers Trust June 1982 - October 1986
Skills
Certified as Global..., Proficient in MS Office..., Event Planning, Leadership Development, Public Speaking, Leadership, Community Outreach, Nonprofits, Training, Team Building
Education
Bryn Mawr College
AB, English
New York University
MBA, Finance
INROADS Rocky Mountain Region September 2007 - Present
Goodwill Industries of Denver August 2004 - September 2007
Colorado Business Bank August 2001 - December 2003
Bank One Colorado November 1993 - October 1996
Colorado National Bank October 1986 - November 1993
Bankers Trust June 1982 - October 1986
Skills
Certified as Global..., Proficient in MS Office..., Event Planning, Leadership Development, Public Speaking, Leadership, Community Outreach, Nonprofits, Training, Team Building
Education
Bryn Mawr College
AB, English
New York University
MBA, Finance
Bruce Alpern's Bankers Trust Experience 1986 - 1991
Job CEO at Alpern Absolute Return Fund
Industry Financial Services
Experience
Alpern Absolute Return Fund Managing DirectorZurich Scudder Investments1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 1998
Bankers Trust (now Deutsche Bank) 1986 - 1991
Bankers Trust 1986 - 1991
Mellon Bank 1976 - 1986
Education
The University of Chicago 1974 — 1976
MBA, Finance & Econometrics
Carnegie Mellon University 1971 — 1974
BS, Administration & Management Science
Alpern Absolute Return Fund Managing DirectorZurich Scudder Investments1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 1998
Bankers Trust (now Deutsche Bank) 1986 - 1991
Bankers Trust 1986 - 1991
Mellon Bank 1976 - 1986
Education
The University of Chicago 1974 — 1976
MBA, Finance & Econometrics
Carnegie Mellon University 1971 — 1974
BS, Administration & Management Science
Glen Barclay's Bankers Trust Experience March 1996 - April 1998
Job Managing Director at Interstate Advisors
Industry Capital Markets
Experience
Interstate Advisors January 2009 - Present
Quality Home Loans August 2006 - November 2007
Encore Credit Corp March 2004 - August 2006
ABN AMRO June 2001 - March 2004
Deutsche Bank April 1998 - June 2001
Bankers Trust March 1996 - April 1998
Resolution Trust Corp January 1994 - December 1995
Skills
Portfolio Management, Loans, Real Estate, Investments, Financial Analysis, Risk Management, Capital Markets, Financial Modeling
Education
Chapman University
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor of Arts (B.A.)
Interstate Advisors January 2009 - Present
Quality Home Loans August 2006 - November 2007
Encore Credit Corp March 2004 - August 2006
ABN AMRO June 2001 - March 2004
Deutsche Bank April 1998 - June 2001
Bankers Trust March 1996 - April 1998
Resolution Trust Corp January 1994 - December 1995
Skills
Portfolio Management, Loans, Real Estate, Investments, Financial Analysis, Risk Management, Capital Markets, Financial Modeling
Education
Chapman University
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor of Arts (B.A.)
Thomas Betterbid's Bankers Trust Experience May 1997 - April 1999
Job Assistant General Manager at Hurricane Grill & Wings
Industry Financial Services
Experience
Hurricane Grill & Wings June 2015 - Present
The Thayer Hotel September 2013 - Present
Packanack Lake Country Club and Community Association March 2010 - Present
BGC Partners, Inc February 2009 - March 2010
Citigroup Global Markets April 1999 - November 2008
Banker's Trust May 1997 - April 1999
Skills
trade confirmation, trade break resolution, Financial Markets, trade processing, trade settlement, US Equities, Operations Management, Middle Office, trade reconciliation, Electronic Trading, Trade Analytics, algorithmic trading, client onboarding, financial analysis, Financial Risk, Corporate Actions, process improvement, Fidessa, Microsoft Excel, Order management systems, Bloomberg Terminal, trade support, DTCC, MOC, FIX, VWAP, SQL, Portfolio Management, autex, Proprietary Trading, Management, Derivatives, Project management, Change Management, Financial Reporting, Sales, Business Development, OTC, Risk Management, Equity Trading, Trading, Settlement, Financial Analysis
Education
Seton Hall University 1995 — 1997
B.S., Finance
Bergen Community College 1993 — 1995
Associates Degree
University of Massachusetts, Amherst 1992 — 1993
Engineering, Business
Hurricane Grill & Wings June 2015 - Present
The Thayer Hotel September 2013 - Present
Packanack Lake Country Club and Community Association March 2010 - Present
BGC Partners, Inc February 2009 - March 2010
Citigroup Global Markets April 1999 - November 2008
Banker's Trust May 1997 - April 1999
Skills
trade confirmation, trade break resolution, Financial Markets, trade processing, trade settlement, US Equities, Operations Management, Middle Office, trade reconciliation, Electronic Trading, Trade Analytics, algorithmic trading, client onboarding, financial analysis, Financial Risk, Corporate Actions, process improvement, Fidessa, Microsoft Excel, Order management systems, Bloomberg Terminal, trade support, DTCC, MOC, FIX, VWAP, SQL, Portfolio Management, autex, Proprietary Trading, Management, Derivatives, Project management, Change Management, Financial Reporting, Sales, Business Development, OTC, Risk Management, Equity Trading, Trading, Settlement, Financial Analysis
Education
Seton Hall University 1995 — 1997
B.S., Finance
Bergen Community College 1993 — 1995
Associates Degree
University of Massachusetts, Amherst 1992 — 1993
Engineering, Business
Philippe Bibi's Bankers Trust Experience June 1988 - July 1992
Job Investor
Industry Investment Management
Experience
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
CIO Squared September 2010 - December 2012
Putnam Investments August 2001 - June 2008
Enron April 1995 - June 2001
Lehman Brothers 1992 - 1995
Bankers Trust June 1988 - July 1992
Skills
Venture Capital, Management, Equity Derivatives, IT Strategy, Hedge Funds, Management Consulting, Start-ups, Risk Management, Strategy, Asset Management, Investments, IT Management, Equities, Business Analysis, Vendor Management, Strategic Planning, Business Intelligence, Mergers & Acquisitions, SDLC, Trading, Fixed Income, Private Equity
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
MSc, Systems Analysis & Finance
Brunel University London 1979 — 1983
BSc, Computer Science
Joseph Cervieri's Bankers Trust Experience September 1986 - September 1993
Job Municipal Chairman Fort Lee at Democratic Committee of Bergen County
Industry Real Estate
Experience
Democratic Committee of Bergen County June 2014 - Present
Grosvenor Square at Kensington IV September 2009 - Present
Borough of Fort Lee NJ 1998 - Present
JJC Realty International, Inc. September 1993 - Present
Eastern Bergen County Board of Realtors May 2012 - August 2014
Atrium Palace Condominium Association, Inc. July 1996 - October 2009
Bankers Trust September 1986 - September 1993
BANKERS TRUST COMPANY 1986 - 1993
BANQUE INDOSUEZ October 1983 - August 1986
Equitable Life Assurance Society of the U.S. 1976 - 1983
Skills
Real Estate Finance, Real Estate Transactions, Real Estate Investment, Investment Properties, Real Estate, Investments, Realty, REO, Real Estate Economics, Townhomes, Mortgage Lending, Commercial Real Estate, Real Property, Condos, Brokerage, Rentals, Due Diligence, Disposition, Residential Homes, Real Estate Financing, Investors, Leases, Luxury, Foreclosures, Sellers, Buyers, First Time Home Buyers, Property, Listings, International Real..., Dispositions, ABR
Education
Equitable Life Assurance Society of the U.S. 1976 — 1978
Graduate, Real Estate 2nd. training Program
Boston College 1973 — 1975
BA, Economics
Democratic Committee of Bergen County June 2014 - Present
Grosvenor Square at Kensington IV September 2009 - Present
Borough of Fort Lee NJ 1998 - Present
JJC Realty International, Inc. September 1993 - Present
Eastern Bergen County Board of Realtors May 2012 - August 2014
Atrium Palace Condominium Association, Inc. July 1996 - October 2009
Bankers Trust September 1986 - September 1993
BANKERS TRUST COMPANY 1986 - 1993
BANQUE INDOSUEZ October 1983 - August 1986
Equitable Life Assurance Society of the U.S. 1976 - 1983
Skills
Real Estate Finance, Real Estate Transactions, Real Estate Investment, Investment Properties, Real Estate, Investments, Realty, REO, Real Estate Economics, Townhomes, Mortgage Lending, Commercial Real Estate, Real Property, Condos, Brokerage, Rentals, Due Diligence, Disposition, Residential Homes, Real Estate Financing, Investors, Leases, Luxury, Foreclosures, Sellers, Buyers, First Time Home Buyers, Property, Listings, International Real..., Dispositions, ABR
Education
Equitable Life Assurance Society of the U.S. 1976 — 1978
Graduate, Real Estate 2nd. training Program
Boston College 1973 — 1975
BA, Economics
Keith L. Murray's Bankers Trust Experience 1987 - 1990
Job Senior Compliance Officer Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank May 2013 - Present
Wilmington Trust National Association April 2008 - April 2013
Bank of New York Mellon September 2002 - April 2008
Deutsche Bank 1996 - 2002
JPMorgan Chase 1990 - 1996
Bankers Trust 1987 - 1990
Bankers Trust 1987 - 1990
Skills
Risk Management, Management, Structured Finance, Corporate Law, Securities, Financial Services, Capital Markets, Banking, Due Diligence, Fixed Income, Finance, Investment Banking, Financial Risk
Education
Brooklyn Law School 1983 — 1987
Juris Doctor, Law
Fordham University 1978 — 1982
Bachelor of Arts (B.A.), History/Political Science
Standard Chartered Bank May 2013 - Present
Wilmington Trust National Association April 2008 - April 2013
Bank of New York Mellon September 2002 - April 2008
Deutsche Bank 1996 - 2002
JPMorgan Chase 1990 - 1996
Bankers Trust 1987 - 1990
Bankers Trust 1987 - 1990
Skills
Risk Management, Management, Structured Finance, Corporate Law, Securities, Financial Services, Capital Markets, Banking, Due Diligence, Fixed Income, Finance, Investment Banking, Financial Risk
Education
Brooklyn Law School 1983 — 1987
Juris Doctor, Law
Fordham University 1978 — 1982
Bachelor of Arts (B.A.), History/Political Science
David I. Abramson's Bankers Trust Experience 1970 - 1999
Job Partner, Law Offices of David Abramson
Industry Law Practice
Experience
Law Office of David I. Abramson 2003 - Present
Fairwynds II at Cranwell 2005 - 2010
Bramloy Associates, LLC 2004 - 2010
Deutsche Bank 2003 - 2006
Deutsche Bank (formerly Bankers Trust Company) 1981 - 2003
Bankers Trust 1970 - 1999
Bankers Trust 1970 - 1999
Skills
Legal Writing
Education
Brooklyn Law School
JD
New York University School of Law
LLM, Taxation
Queens College
BS, Accounting
Law Office of David I. Abramson 2003 - Present
Fairwynds II at Cranwell 2005 - 2010
Bramloy Associates, LLC 2004 - 2010
Deutsche Bank 2003 - 2006
Deutsche Bank (formerly Bankers Trust Company) 1981 - 2003
Bankers Trust 1970 - 1999
Bankers Trust 1970 - 1999
Skills
Legal Writing
Education
Brooklyn Law School
JD
New York University School of Law
LLM, Taxation
Queens College
BS, Accounting
Thomas Hasselmann's Bankers Trust Experience January 1996 - May 1998
Job SVP at Citibank
Industry Financial Services
Experience
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Angelina Colombo's Bankers Trust Experience 1995 - 1998
Job Managing Director at RBS Greenwich Capital
Industry Banking
Experience
RBS Greenwich Capital Project Manager & ConsultantFitch RiskFebruary 2000 - June 2003
Bankers Trust 1995 - 1998
arthur andersen 1990 - 1996
Arthur Andersen 1990 - 1995
Education
Binghamton University 1986 — 1990
BS, Accounting
RBS Greenwich Capital Project Manager & ConsultantFitch RiskFebruary 2000 - June 2003
Bankers Trust 1995 - 1998
arthur andersen 1990 - 1996
Arthur Andersen 1990 - 1995
Education
Binghamton University 1986 — 1990
BS, Accounting
John A.C. Kennedy's Bankers Trust Experience 1993 - 1999
Job Application Training Manager at Manatt, Phelps & Phillips, LLP
Industry Information Technology and Services
Experience
Manatt, Phelps & Phillips, LLP 2003 - Present
Professional Legal Trainers Group January 2012 - December 2012
Deutsche Bank 1999 - 2001
Bankers Trust 1993 - 1999
Skills
Hands-on Training, Litigation Support, Knowledge Management, Document Management, Instructional Design
Education
California Institute of the Arts 1988 — 1991
MFA
University of Virginia 1978 — 1982
BA
West Morris Mendham High School
Manatt, Phelps & Phillips, LLP 2003 - Present
Professional Legal Trainers Group January 2012 - December 2012
Deutsche Bank 1999 - 2001
Bankers Trust 1993 - 1999
Skills
Hands-on Training, Litigation Support, Knowledge Management, Document Management, Instructional Design
Education
California Institute of the Arts 1988 — 1991
MFA
University of Virginia 1978 — 1982
BA
West Morris Mendham High School
Marco Caputi's Bankers Trust Experience August 1993 - December 1999
Job Vice President at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2010 - Present
Deutsche Bank January 2000 - March 2010
Bankers Trust August 1993 - December 1999
Skills
Derivatives, FX Options, Fixed Income, Investment Banking, Capital Markets, Cash Management, Banking, Financial Services, Risk Management, Portfolio Management, Financial Risk, Financial Institutions, Relationship Management, Commercial Banking, Credit Risk
Education
California State University-Long Beach
Bachelor of Science (BS), Business Administration / Marketing
Deutsche Bank April 2010 - Present
Deutsche Bank January 2000 - March 2010
Bankers Trust August 1993 - December 1999
Skills
Derivatives, FX Options, Fixed Income, Investment Banking, Capital Markets, Cash Management, Banking, Financial Services, Risk Management, Portfolio Management, Financial Risk, Financial Institutions, Relationship Management, Commercial Banking, Credit Risk
Education
California State University-Long Beach
Bachelor of Science (BS), Business Administration / Marketing
Shane McMahon's Bankers Trust Experience 1995 - 2001
Job Vice President, Head of U.S. Institutional Sales and Service at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Mackenzie Investments July 2015 - Present
Axiom International Investors June 2008 - March 2015
New York Life Investment Management May 2005 - June 2008
BNY Asset Management September 2001 - May 2005
Deutsche Asset Management 1999 - August 2001
Bankers Trust 1995 - 2001
deutsche asset management 1995 - 2001
Bankers Trust October 1995 - 1999
Mercer Investment Consulting September 1992 - October 1995
Mercer 1992 - 1995
Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets
Education
Boston University 1988 — 1992
BA, Mathematics and Sociology
Stephen Salvadore's Bankers Trust Experience June 1987 - July 1999
Job at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities 2009 - May 2015
Bear Stearns June 1999 - July 2008
Bankers Trust June 1987 - July 1999
Skills
Fixed Income, Derivatives, Options, Trading, Capital Markets, Hedge Funds, Equities, Investment Banking, Bonds, Structured Products, CDS, Bloomberg, Emerging Markets, Swaps, Portfolio Management, Risk Management, Interest Rate..., Credit Derivatives, Equity Trading, FX Options, Financial Structuring, Securities, Valuation, Alternative Investments
Education
Brown University 1982 — 1986
Sc. B, Applied Mathematics / Economics
East Greenwich High School 1978 — 1982
Mitsubishi UFJ Securities 2009 - May 2015
Bear Stearns June 1999 - July 2008
Bankers Trust June 1987 - July 1999
Skills
Fixed Income, Derivatives, Options, Trading, Capital Markets, Hedge Funds, Equities, Investment Banking, Bonds, Structured Products, CDS, Bloomberg, Emerging Markets, Swaps, Portfolio Management, Risk Management, Interest Rate..., Credit Derivatives, Equity Trading, FX Options, Financial Structuring, Securities, Valuation, Alternative Investments
Education
Brown University 1982 — 1986
Sc. B, Applied Mathematics / Economics
East Greenwich High School 1978 — 1982
Darryl Grayson's Bankers Trust Experience 1995 - 1997
Job Director of Client Relations and Business Development
Industry Financial Services
Experience
ACR-Alpine Capital Research November 2009 - Present
Wilmington Trust 2006 - March 2009
Gabelli Asset Management August 2003 - June 2006
M&T Bank 2001 - 2003
Delaware Investments 1997 - 2001
Bankers Trust 1995 - 1997
Oppenheimer Capital 1992 - 1997
Citibank 1985 - 1987
Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy
Education
Binghamton University 1979 — 1983
ba, history
Fordham Gabelli School of Business
ACR-Alpine Capital Research November 2009 - Present
Wilmington Trust 2006 - March 2009
Gabelli Asset Management August 2003 - June 2006
M&T Bank 2001 - 2003
Delaware Investments 1997 - 2001
Bankers Trust 1995 - 1997
Oppenheimer Capital 1992 - 1997
Citibank 1985 - 1987
Skills
Mutual Funds, Asset Management, Series 63, Investments, Wealth Management, New Business Development, Financial Markets, Executive Management, Strategic Planning, Sales Management, Business Strategy
Education
Binghamton University 1979 — 1983
ba, history
Fordham Gabelli School of Business
Yani Peyton's Bankers Trust Experience 1994 - 1997
Job Director at Fun with Foreign Language
Industry Education Management
Experience
Fun with Foreign Language 2007 - Present
T. Rowe Price 2000 - 2007
T. Rowe Price 1997 - 2000
Bankers Trust 1994 - 1997
Skills
Spanish, Marketing, Public Speaking, Foreign Languages, Marketing Strategy
Education
University of Maryland College Park 2000 — 2002
MBA, Marketing
Bucknell University 1989 — 1993
BSBA, Management
Fun with Foreign Language 2007 - Present
T. Rowe Price 2000 - 2007
T. Rowe Price 1997 - 2000
Bankers Trust 1994 - 1997
Skills
Spanish, Marketing, Public Speaking, Foreign Languages, Marketing Strategy
Education
University of Maryland College Park 2000 — 2002
MBA, Marketing
Bucknell University 1989 — 1993
BSBA, Management
Shahan Causey's Bankers Trust Experience May 1997 - March 1999
Job Accounting Manager at Harvey & Company LLC
Industry Investment Management
Experience
Harvey & Company LLC June 2015 - Present
LFPR, LLC August 2012 - June 2015
Lucid Fusion, Inc. February 2011 - June 2015
Mary Kay, Inc. 2003 - 2010
Indymac Bank February 2001 - November 2007
Bankers Trust May 1997 - March 1999
Skills
Accounts Receivable, Accounts Payable, Excel, Account Reconciliation, Analysis, Microsoft Excel, Management, Financial Reporting, Payroll, Customer Service, QuickBooks, Invoicing
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Accounting
Harvey & Company LLC June 2015 - Present
LFPR, LLC August 2012 - June 2015
Lucid Fusion, Inc. February 2011 - June 2015
Mary Kay, Inc. 2003 - 2010
Indymac Bank February 2001 - November 2007
Bankers Trust May 1997 - March 1999
Skills
Accounts Receivable, Accounts Payable, Excel, Account Reconciliation, Analysis, Microsoft Excel, Management, Financial Reporting, Payroll, Customer Service, QuickBooks, Invoicing
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Accounting
Donavon Mitchell's Bankers Trust Experience June 1986 - December 1998
Job IT Director Database Administration The Children's Place
Industry Retail
Experience
The Children's Place January 2003 - Present
Depository Trust and Clearing Corp. June 1999 - January 2002
Bankers Trust June 1986 - December 1998
Skills
Database Administration, Data Warehousing, Business Intelligence, Team Building, Cognos, Windows, Data Modeling, Databases, System Administration, Enterprise Architecture, Database Design, Requirements Analysis, SQL, SDLC, DB2, IT Management, CRM, Oracle
Education
Booklyn College 1976 — 1980
Bachelor of Science
Borough of Manhattan Community College 1973 — 1975
Associate of Arts and Sciences (A.A.S.), Data Processing
The Children's Place January 2003 - Present
Depository Trust and Clearing Corp. June 1999 - January 2002
Bankers Trust June 1986 - December 1998
Skills
Database Administration, Data Warehousing, Business Intelligence, Team Building, Cognos, Windows, Data Modeling, Databases, System Administration, Enterprise Architecture, Database Design, Requirements Analysis, SQL, SDLC, DB2, IT Management, CRM, Oracle
Education
Booklyn College 1976 — 1980
Bachelor of Science
Borough of Manhattan Community College 1973 — 1975
Associate of Arts and Sciences (A.A.S.), Data Processing
Cindy Jay's Bankers Trust Experience February 1987 - March 1999
Job Managing Director and Head of Loan Capital Markets & Syndicate and Loan SalesAmericas at Societe Generale
Industry Banking
Experience
Societe Generale March 1999 - Present
Bankers Trust February 1987 - March 1999
The Chase Manhattan Bank June 1981 - February 1984
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Executive Program
Carleton College 1977 — 1981
BA, Economics
Societe Generale March 1999 - Present
Bankers Trust February 1987 - March 1999
The Chase Manhattan Bank June 1981 - February 1984
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Executive Program
Carleton College 1977 — 1981
BA, Economics
Marc Silva's Bankers Trust Experience May 2001 - January 2002
Job Credit Risk Manager
Industry Financial Services
Experience
Citi January 2003 - Present
Deutsche Bank January 2002 - January 2003
Bankers Trust May 2001 - January 2002
Skills
Credit Risk, Credit, Credit Analysis, Private Banking, Portfolio Management, Hedge Funds, Capital Markets, Banking, Structured Finance, Wealth Management..., Derivatives, Wealth Management, FX Options, Investment Banking, Risk Management, Financial Services, Financial Risk
Education
Boston University
BS, Bio-Medical Engineering
Citi January 2003 - Present
Deutsche Bank January 2002 - January 2003
Bankers Trust May 2001 - January 2002
Skills
Credit Risk, Credit, Credit Analysis, Private Banking, Portfolio Management, Hedge Funds, Capital Markets, Banking, Structured Finance, Wealth Management..., Derivatives, Wealth Management, FX Options, Investment Banking, Risk Management, Financial Services, Financial Risk
Education
Boston University
BS, Bio-Medical Engineering
Steven Grabowski's Bankers Trust Experience March 1992 - August 1996
Job Production Management Manager Vendor Solutions at U.S. Bank
Industry Banking
Experience
U.S. Bank February 2013 - Present
Majestic Software January 1992 - Present
US Bank February 2011 - February 2013
Bank of America October 2007 - February 2011
SunGard Data Systems, Inc. December 1997 - December 2004
Plaid Brothers Software December 1997 - December 2004
Auto-By-Tel August 1996 - December 1997
Bankers Trust March 1992 - August 1996
Quiksilver September 1990 - March 1992
Mini-Lab Specialties July 1988 - September 1990
Skills
Unix, Software Development, Requirements Analysis, Business Intelligence, SDLC, IT Management, Enterprise Architecture, Agile Methodologies, Microsoft SQL Server, Software Project..., Business Analysis, Security, Data Center, Databases, Visio, MS Project, SharePoint, Data Warehousing, SQL, Integration, Agile Project Management, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1996
MBA, MBA
California State University-Long Beach 1986 — 1990
BA/BS, Business, Economics
U.S. Bank February 2013 - Present
Majestic Software January 1992 - Present
US Bank February 2011 - February 2013
Bank of America October 2007 - February 2011
SunGard Data Systems, Inc. December 1997 - December 2004
Plaid Brothers Software December 1997 - December 2004
Auto-By-Tel August 1996 - December 1997
Bankers Trust March 1992 - August 1996
Quiksilver September 1990 - March 1992
Mini-Lab Specialties July 1988 - September 1990
Skills
Unix, Software Development, Requirements Analysis, Business Intelligence, SDLC, IT Management, Enterprise Architecture, Agile Methodologies, Microsoft SQL Server, Software Project..., Business Analysis, Security, Data Center, Databases, Visio, MS Project, SharePoint, Data Warehousing, SQL, Integration, Agile Project Management, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1996
MBA, MBA
California State University-Long Beach 1986 — 1990
BA/BS, Business, Economics
Fatima Movaghar's Bankers Trust Experience 1992 - 1999
Job Online Marketing/Media Management
Industry Online Media
Experience
Consulting 2008 - Present
LowerMyBills.com / Experian Interactive Media 2005 - 2007
ChallengerOne 2002 - 2005
Bankers Trust 1992 - 1999
Education
California State University-Northridge
M.B.A., Business/Marketing
California State University-Northridge
B.S., Business
Consulting 2008 - Present
LowerMyBills.com / Experian Interactive Media 2005 - 2007
ChallengerOne 2002 - 2005
Bankers Trust 1992 - 1999
Education
California State University-Northridge
M.B.A., Business/Marketing
California State University-Northridge
B.S., Business
Jack Hackett's Bankers Trust Experience 1989 - 1993
Job Looking for new challenges....
Industry Food Production
Experience
naa alliance 2015 - 2015
Aramark Workplace solutions 2011 - August 2014
Whitsons 2005 - 2010
Saks Fifth Avenue May 1997 - May 2005
Lackmann 1994 - 1997
Bankers Trust 1989 - 1993
Skills
Food Service, Operations Management, Facilities Management, Inventory Management, Budgets, P&L, Purchasing, Team Building, Food & Beverage, Catering, Food, Management, Restaurant Management, Contract Negotiation, Food Safety, Menu Development, Culinary Skills, Life & Health Insurance...
Education
Bryant University 1987 — 1989
B.A., Business Administration
westfield senior high
naa alliance 2015 - 2015
Aramark Workplace solutions 2011 - August 2014
Whitsons 2005 - 2010
Saks Fifth Avenue May 1997 - May 2005
Lackmann 1994 - 1997
Bankers Trust 1989 - 1993
Skills
Food Service, Operations Management, Facilities Management, Inventory Management, Budgets, P&L, Purchasing, Team Building, Food & Beverage, Catering, Food, Management, Restaurant Management, Contract Negotiation, Food Safety, Menu Development, Culinary Skills, Life & Health Insurance...
Education
Bryant University 1987 — 1989
B.A., Business Administration
westfield senior high
Gary Geels's Bankers Trust Experience 2008 - Present
Job Vice PresidentBusiness Development at Bankers Trust
Industry Financial Services
Experience
Bankers Trust 2008 - Present
Wells Fargo 1999 - 2008
Principal Financial Group 1984 - 1999
Skills
401k, New Business Development, Small Business, Contract Negotiation, Strategy, Marketing Communications, Employee Benefits, Asset Management, CRM, Wealth Management, Mutual Funds, Microsoft Office, Retirement, Leadership, Financial Services, Portfolio Management
Education
Calvin College
Bachelor of Arts (B.A.)
Bankers Trust 2008 - Present
Wells Fargo 1999 - 2008
Principal Financial Group 1984 - 1999
Skills
401k, New Business Development, Small Business, Contract Negotiation, Strategy, Marketing Communications, Employee Benefits, Asset Management, CRM, Wealth Management, Mutual Funds, Microsoft Office, Retirement, Leadership, Financial Services, Portfolio Management
Education
Calvin College
Bachelor of Arts (B.A.)
JP St. Germain's Bankers Trust Experience 1993 - 1999
Job Energy Professional
Industry Oil & Energy
Experience
Sempra Energy Trading 2003 - 2008
Bankers Trust 1993 - 1999
Skills
Commodity, Hedging, Commodity Markets, Derivatives, Risk Management, Energy Markets, Options, Energy, Natural Gas, Trading
Education
Columbia University in the City of New York 1994 — 1996
Master's degree, Statistics
Boston College 1985 — 1989
Catholic Memorial High School 1981 — 1985
Sempra Energy Trading 2003 - 2008
Bankers Trust 1993 - 1999
Skills
Commodity, Hedging, Commodity Markets, Derivatives, Risk Management, Energy Markets, Options, Energy, Natural Gas, Trading
Education
Columbia University in the City of New York 1994 — 1996
Master's degree, Statistics
Boston College 1985 — 1989
Catholic Memorial High School 1981 — 1985
Simine Akhavan's Bankers Trust Experience 1989 - 1989
Job Rabobank: Vice President Credit Risk Mangement at Rabobank
Industry Banking
Experience
Rabobank July 2007 - Present
HSBC July 2003 - July 2007
Calyon 2000 - 2003
Bank of Tokyo-Mitsubishi UFJ 1989 - 2002
Societe Generale 1997 - 2000
Bankers Trust 1989 - 1989
Skills
Credit Risk, Capital Markets, Derivatives, Credit Analysis, Portfolio Management, Structured Finance, Credit, Structured Products, Securitization, Banking, Financial Risk, Due Diligence, Fixed Income, ABS
Education
Dauphine 1994 — 1995
DEA, International Finance and Economics
Boston College 1987 — 1989
MBA, Finance and Strategic Management
University of Paris I: Panthéon-Sorbonne 1981 — 1986
BA/MA, Economics
Razi School
Rabobank July 2007 - Present
HSBC July 2003 - July 2007
Calyon 2000 - 2003
Bank of Tokyo-Mitsubishi UFJ 1989 - 2002
Societe Generale 1997 - 2000
Bankers Trust 1989 - 1989
Skills
Credit Risk, Capital Markets, Derivatives, Credit Analysis, Portfolio Management, Structured Finance, Credit, Structured Products, Securitization, Banking, Financial Risk, Due Diligence, Fixed Income, ABS
Education
Dauphine 1994 — 1995
DEA, International Finance and Economics
Boston College 1987 — 1989
MBA, Finance and Strategic Management
University of Paris I: Panthéon-Sorbonne 1981 — 1986
BA/MA, Economics
Razi School
Gamal Tabb's Bankers Trust Experience 1998 - 1998
Job Business Systems Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. 2013 - 2015
JPMorgan Chase & Co. 2006 - 2013
JPMorgan Chase & Co. 2005 - 2006
Chase 2000 - 2004
Chase 1999 - 1999
Bankers Trust 1998 - 1998
Skills
Linux, Unix, Windows Server, Windows XP, Windows 7, VMware, MS-SQL, MySQL, Sybase, Bash, Powershell, SharePoint, Visual Studio, SQL Server Management..., Report Building
Education
The CHUBB Institute 1998 — 1999
Network Engineering & Data Communications
Borough of Manhattan Community College 1989 — 1991
Corporate & Cable Communications
Brooklyn Technical HS 1985 — 1989
Technology and Liberal Arts
JPMorgan Chase & Co. 2013 - 2015
JPMorgan Chase & Co. 2006 - 2013
JPMorgan Chase & Co. 2005 - 2006
Chase 2000 - 2004
Chase 1999 - 1999
Bankers Trust 1998 - 1998
Skills
Linux, Unix, Windows Server, Windows XP, Windows 7, VMware, MS-SQL, MySQL, Sybase, Bash, Powershell, SharePoint, Visual Studio, SQL Server Management..., Report Building
Education
The CHUBB Institute 1998 — 1999
Network Engineering & Data Communications
Borough of Manhattan Community College 1989 — 1991
Corporate & Cable Communications
Brooklyn Technical HS 1985 — 1989
Technology and Liberal Arts
Angelina Colombo's Bankers Trust Experience January 1996 - February 1999
Job EVP and Chief Operating Officer at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. December 2014 - Present
RBS June 2003 - December 2014
RBS Global Banking & Markets 2005 - 2008
RBS Greenwich Capital 2003 - 2005
Fitch Risk March 2000 - June 2003
Societe Generale February 1999 - March 2000
Bankers Trust January 1996 - February 1999
Arthur Andersen September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Citizens Financial Group, Inc. December 2014 - Present
RBS June 2003 - December 2014
RBS Global Banking & Markets 2005 - 2008
RBS Greenwich Capital 2003 - 2005
Fitch Risk March 2000 - June 2003
Societe Generale February 1999 - March 2000
Bankers Trust January 1996 - February 1999
Arthur Andersen September 1990 - January 1996
Education
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Ellen Sahadi's Bankers Trust Experience 1981 - 1984
Job Management Consultant
Industry Higher Education
Experience
EHS Partners 2015 - 2015
Weill Cornell Medical College 2010 - 2014
Morgan Stanley 1997 - 2009
Dean Witter, Discover 1993 - 1996
McKinsey & Company 1987 - 1992
National Westminister Bank 1985 - 1987
Bankers Trust 1981 - 1984
Skills
Venture Capital, Capital Markets, Financial Modeling, Investment Banking, Management Consulting, Mergers & Acquisitions, Private Equity, Strategic Planning, Management, Financial Analysis, Strategy, Corporate Finance, Risk Management
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, International Affairs
Boston College
Bachelor of Arts (B.A.), History
high school
EHS Partners 2015 - 2015
Weill Cornell Medical College 2010 - 2014
Morgan Stanley 1997 - 2009
Dean Witter, Discover 1993 - 1996
McKinsey & Company 1987 - 1992
National Westminister Bank 1985 - 1987
Bankers Trust 1981 - 1984
Skills
Venture Capital, Capital Markets, Financial Modeling, Investment Banking, Management Consulting, Mergers & Acquisitions, Private Equity, Strategic Planning, Management, Financial Analysis, Strategy, Corporate Finance, Risk Management
Education
Columbia University in the City of New York 1979 — 1981
Master's degree, International Affairs
Boston College
Bachelor of Arts (B.A.), History
high school
Jeff Barnett's Bankers Trust Experience 1997 - February 1999
Job Managing Director Technology at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2005 - May 2013
Goldman Sachs March 1999 - February 2005
Bankers Trust 1997 - February 1999
Scudder Investments 1996 - 1997
Dreyfus 1993 - 1996
ACB 1990 - 1993
Burgoyne Market Research 1983 - 1990
Cincinnati Bell 1979 - 1983
Skills
Equities, Capital Markets, Hedge Funds, Technology Management, Trading Systems, Electronic Trading, Asset Management, Business Continuity..., Risk Management, SDLC, Vendor Management, Securities, Software Project..., Mutual Funds, Market Data, Wealth Management, Trading, Fixed Income, Wealth Management..., Private Wealth..., Strategic Planning, Business Analysis, Information Risk..., Compliance, Agile Methodologies, Change Management, Software Engineering, Derivatives, Private Equity, Portfolio Management, Digital Strategy, Investment Banking, Middle Office, Alternative Investments, Options, Emerging Markets, Program Management, Project Management, IT Infrastructure..., Financial Services, Business Process, Financial Markets, FX Options, Equity Trading, Investment Management, Settlement, Bonds, Bloomberg, Corporate Actions, Prime Brokerage
Education
Bowling Green State University 1975 — 1978
Master's degree, Communication, General
Ohio University 1973 — 1975
Communication, General
JPMorgan Chase March 2014 - Present
Goldman Sachs March 2005 - May 2013
Goldman Sachs March 1999 - February 2005
Bankers Trust 1997 - February 1999
Scudder Investments 1996 - 1997
Dreyfus 1993 - 1996
ACB 1990 - 1993
Burgoyne Market Research 1983 - 1990
Cincinnati Bell 1979 - 1983
Skills
Equities, Capital Markets, Hedge Funds, Technology Management, Trading Systems, Electronic Trading, Asset Management, Business Continuity..., Risk Management, SDLC, Vendor Management, Securities, Software Project..., Mutual Funds, Market Data, Wealth Management, Trading, Fixed Income, Wealth Management..., Private Wealth..., Strategic Planning, Business Analysis, Information Risk..., Compliance, Agile Methodologies, Change Management, Software Engineering, Derivatives, Private Equity, Portfolio Management, Digital Strategy, Investment Banking, Middle Office, Alternative Investments, Options, Emerging Markets, Program Management, Project Management, IT Infrastructure..., Financial Services, Business Process, Financial Markets, FX Options, Equity Trading, Investment Management, Settlement, Bonds, Bloomberg, Corporate Actions, Prime Brokerage
Education
Bowling Green State University 1975 — 1978
Master's degree, Communication, General
Ohio University 1973 — 1975
Communication, General
Robert Covino's Bankers Trust Experience 1992 - 1997
Job President, Head of Business Development & Investor Relations at SSARIS Advisors, LLC
Industry Investment Management
Experience
SSARIS Advisors, LLC 2002 - Present
CDC Investment Management 1997 - 2001
Bankers Trust 1992 - 1997
Education
Bryant University 1988 — 1992
Bachelor’s Degree, Business Administration, Finance
SSARIS Advisors, LLC 2002 - Present
CDC Investment Management 1997 - 2001
Bankers Trust 1992 - 1997
Education
Bryant University 1988 — 1992
Bachelor’s Degree, Business Administration, Finance
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation